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Idl3mind
Idl3mind
·
2021-12-21
What’s your opinion ? This years Santa Cruz rallyseems to be lack lustre
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Idl3mind
Idl3mind
·
2021-08-09
That’s good
非常抱歉，此主贴已删除
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Idl3mind
Idl3mind
·
2021-08-09
Wow that’s some news
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Idl3mind
Idl3mind
·
2021-08-09
Like please brothers
Toplines Before US Market Open on Monday<blockquote>周一美国市场开盘前的顶线</blockquote>
The S&P and the Dow index futures fell from record highs on Monday with oil stocks reeling from a mo
Toplines Before US Market Open on Monday<blockquote>周一美国市场开盘前的顶线</blockquote>
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Idl3mind
Idl3mind
·
2021-08-04
Good move
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Idl3mind
Idl3mind
·
2021-08-04
Wow Like bros
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Idl3mind
Idl3mind
·
2021-08-04
Like brothers
Alphabet wants to make its own smartphone chips — what in the world is the company thinking?<blockquote>Alphabet想制造自己的智能手机芯片——该公司到底在想什么？</blockquote>
It’s a big, and risky, bet. Apple did something similar and had a difficult transition (Photo credit
Alphabet wants to make its own smartphone chips — what in the world is the company thinking?<blockquote>Alphabet想制造自己的智能手机芯片——该公司到底在想什么？</blockquote>
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Idl3mind
Idl3mind
·
2021-08-04
Wow this is big step
Alphabet wants to make its own smartphone chips — what in the world is the company thinking?<blockquote>Alphabet想制造自己的智能手机芯片——该公司到底在想什么？</blockquote>
It’s a big, and risky, bet. Apple did something similar and had a difficult transition (Photo credit
Alphabet wants to make its own smartphone chips — what in the world is the company thinking?<blockquote>Alphabet想制造自己的智能手机芯片——该公司到底在想什么？</blockquote>
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Idl3mind
Idl3mind
·
2021-08-03
Good
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Idl3mind
Idl3mind
·
2021-08-03
That’s real bad Please like my comment brothers
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This years Santa Cruz rallyseems to be lack lustre ","listText":"What’s your opinion ? This years Santa Cruz rallyseems to be lack lustre ","text":"What’s your opinion ? 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Of the 427 companies in the index that have reported earnings so far, 87.6% beat analyst expectations, the highest on record.</p><p><blockquote>根据 Refinitiv 的 IBES 数据，分析师预计标普500公司第二季度利润增长 92.9%。迄今为止，该指数中已公布收益的 427 家公司中，87.6% 超出分析师预期，创历史新高。</blockquote></p><p> <b>Stocks making the biggest moves in the premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> <a href=\"https://laohu8.com/S/SAFM\">Sanderson Farms</a> – The poultry producer agreed to be acquired for about $4.5 billion, or $203 per share, by privately-held food producer Cargill and agriculture investment firm Continental Grain. The all-cash deal represents an 11.3% premium over Friday’s closing price for Sanderson Farms. Sanderson shares surged 8.3% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/SAFM\">桑德森农场</a>– 这家家禽生产商同意被私营食品生产商嘉吉公司和农业投资公司大陆谷物公司以约 45 亿美元（即每股 203 美元）收购。这笔全现金交易比桑德森农场周五的收盘价溢价 11.3%。桑德森股价盘前飙升 8.3%。</blockquote></p><p> <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> – Tesla gained 1.6% in the premarket after Jefferies upgraded the stock to “buy” from “hold,” based on what the firm feels is more efficient capital deployment and an improved ability by auto manufacturers to increase profit margins over time.</p><p><blockquote><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>- 特斯拉在盘前上涨 1.6%，此前杰富瑞将该股评级从 “持有 ”上调至 “买入 ”，理由是该公司认为资本部署效率更高，汽车制造商随着时间的推移提高利润率的能力也有所提高。</blockquote></p><p> <a href=\"https://laohu8.com/S/USFD\">US Foods Holding Corp</a> – The foodservice distributor’s shares rallied 6.5% in the premarket after beating Street forecasts with its second-quarter profit and revenue. U.S. Foods earned 58 cents per share, 22 cents a share above estimates, helped by strong demand for its products and services as the industry recovers from the pandemic.</p><p><blockquote><a href=\"https://laohu8.com/S/USFD\">美国食品控股公司</a>- 这家餐饮服务分销商的第二季度利润和收入超出了华尔街的预期，其股价在盘前上涨了 6.5%。美国食品公司每股收益为 58 美分，比预期高出 22 美分，这得益于该行业从疫情中复苏后对其产品和服务的强劲需求。</blockquote></p><p> <a href=\"https://laohu8.com/S/TSN\">Tyson</a> – The beef and poultry producer reported quarterly earnings of $2.70 per share, well above the consensus estimate of $1.62 a share. Revenue also came in above analysts’ projections. Results got a boost from strong consumer demand as well as restaurant reopenings. Tyson shares rose 2.6% in premarket trading.ovid</p><p><blockquote><a href=\"https://laohu8.com/S/TSN\">泰森</a>– 这家牛肉和家禽生产商公布的季度收益为每股 2.70 美元，远高于每股 1.62 美元的市场普遍预期。收入也高于分析师的预期。强劲的消费者需求和餐馆重新开业提振了业绩。泰森股价在盘前交易中上涨 2.6%。</blockquote></p><p> <a href=\"https://laohu8.com/S/NCLH\">Norwegian Cruise Line</a> – A federal judge ruled that the cruise linecan ask passengers for proof of Covid-19 vaccination, temporarily blocking a Florida law banning that practice.</p><p><blockquote><a href=\"https://laohu8.com/S/NCLH\">挪威邮轮公司</a>– 一名联邦法官裁定，邮轮公司可以要求乘客提供 Covid-19 疫苗接种证明，暂时阻止了佛罗里达州禁止这种做法的法律。</blockquote></p><p> <a href=\"https://laohu8.com/S/BRK.B\">Berkshire Hathaway</a> – Berkshire shares rose 1.2% in premarket tradingafter it reported a 7% increasein second-quarter earnings. Berkshire’s results were helped by a rebound across its businesses including its railroad and energy companies.</p><p><blockquote><a href=\"https://laohu8.com/S/BRK.B\">伯克希尔哈撒韦公司</a>– 伯克希尔公布第二季度盈利增长 7%，股价在盘前交易中上涨 1.2%。伯克希尔的业绩得益于包括铁路和能源公司在内的所有业务的反弹。</blockquote></p><p> <a href=\"https://laohu8.com/S/VNE\">Veoneer, Inc.</a> – The auto parts maker said it would begin talks withQualcomm(QCOM) about the chip maker’s takeover bid, which topped a bid from automotive software makerMagna International(MGA) that had been previously approved by Veoneer’s board. Qualcomm’s bid is worth $4.6 billion, compared to the approximately $3.8 billion value of Magna’s deal. Veoneer slid 3.3% in premarket trading.</p><p><blockquote><a href=\"https://laohu8.com/S/VNE\">维奥尼尔公司。</a>- 这家汽车零部件制造商表示，将开始与高通（QCOM）就这家芯片制造商的收购要约进行谈判，该要约高于汽车软件制造商麦格纳国际（MGA）的收购要约，该要约此前已获得 Veoneer 董事会的批准。高通的出价为 46 亿美元，而麦格纳的交易价值约为 38 亿美元。Veoneer 在盘前交易中下跌 3.3%。</blockquote></p><p> <a href=\"https://laohu8.com/S/EXAS\">Exact Sciences</a> – The molecular diagnostics company has approached genetic testing firmInvitae(NVTA) about a possible merger, according to people familiar with the matter who spoke to Bloomberg. The people said the two sides are not in active talks and that a seal would likely be a low-premium, all-stock transaction. Invitae surged 7.2% in the premarket while Exact Sciences fell 2%.</p><p><blockquote><a href=\"https://laohu8.com/S/EXAS\">精密科学</a>– 据接受彭博社采访的知情人士透露，这家分子诊断公司已与基因检测公司 firmInvitae (NVTA) 就可能的合并进行了接洽。知情人士表示，双方并未进行积极谈判，海豹突击队可能是一笔低溢价、全股票交易。Invitae 盘前飙升 7.2%，而 Exact Sciences 则下跌 2%。</blockquote></p><p> <a href=\"https://laohu8.com/S/DLTR\">Dollar Tree</a> – The discount retailer was downgraded to “hold” from “buy” at Deutsche Bank, which expressed concerns about the impact of increased freight and labor costs on profit margins. Dollar Tree lost 1.5% in premarket action.</p><p><blockquote><a href=\"https://laohu8.com/S/DLTR\">美元树</a>- 德意志银行将这家折扣零售商的评级从 “买入 ”下调至 “持有 ”，德意志银行对运费和劳动力成本增加对利润率的影响表示担忧。Dollar Tree 在盘前交易中下跌 1.5%。</blockquote></p><p> <a href=\"https://laohu8.com/S/XOM\">Exxon Mobil</a> ,<a href=\"https://laohu8.com/S/CVX\">Chevron</a> – These and other energy companies are under pressure as oil prices slide following a U.N. report on the impact of climate change. Exxon fell 1.3% in premarket trading, while Chevron was down 1.6%.</p><p><blockquote><a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>,<a href=\"https://laohu8.com/S/CVX\">人字形</a>– 由于联合国决议后油价下滑，这些和其他能源公司面临压力。气候变化影响报告。埃克森美孚在盘前交易中下跌 1.3%，雪佛龙下跌 1.6%。</blockquote></p><p> <a href=\"https://laohu8.com/S/VSCO\">Victoria's Secret & Co</a> – JPMorgan Chase initiated coverage on the women’s apparel retailer with an “overweight” rating, noting its dominant market position in lingerie and nightwear and expansion opportunities in swimwear. Victoria’s Secret added 1.6% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/VSCO\">维多利亚的秘密公司</a>- 摩根大通对这家女装零售商给予了 “跑赢大盘 ”评级，指出其在内衣和睡衣领域的市场主导地位以及在泳装领域的扩张机会。维多利亚的秘密在盘前上涨了 1.6%。</blockquote></p><p></p><p> <a href=\"https://laohu8.com/S/NTES\">NetEase</a> – The China-based online services company surged 2.3% in premarket trading, following a Reuters report that it has delayed a planned $1 billion Hong Kong initial public offering of its Cloud Village music streaming service. People with direct knowledge of the matter said the delay was due to volatile trading in China’s major tech companies.</p><p><blockquote><a href=\"https://laohu8.com/S/NTES\">网易</a>– 这家总部位于中国的在线服务公司在盘前交易中飙升 2.3%，此前路透社报道称，该公司已推迟其 Cloud Village 音乐流媒体服务 10 亿美元的香港首次公开募股计划。直接了解此事的人士说，延迟是由于中国主要科技公司的交易波动所致。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Toplines Before US Market Open on Monday<blockquote>周一美国市场开盘前的顶线</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nToplines Before US Market Open on Monday<blockquote>周一美国市场开盘前的顶线</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-08-09 20:10</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>The S&P and the Dow index futures fell from record highs on Monday with oil stocks reeling from a more than 4% slump in crude prices on concerns over rising COVID-19 cases in Asia.</p><p><blockquote>标准普尔和道琼斯指数期货周一从历史高点下跌，石油股因担心亚洲 COVID-19 病例增加而导致原油价格暴跌超过 4%。</blockquote></p><p> At 8:05 a.m. ET, Dow E-minis were down 90 points, or 0.26%, S&P 500 E-minis were down 5.5 points, or 0.12% and Nasdaq 100 E-minis were up 20 points, or 0.13%.</p><p><blockquote>美国东部时间上午 8:05，道琼斯电子迷你指数下跌 90 点，跌幅 0.26%，标普500电子迷你指数下跌 5.5 点，跌幅 0.12%，纳斯达克 100 电子迷你指数上涨 20 点，跌幅 0.13%。</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93b96fe26422f6fb5d7d4df86a535553\" tg-width=\"668\" tg-height=\"251\" referrerpolicy=\"no-referrer\"><span>*Source From Tiger Trade, EST 08:05</span></p><p><blockquote><p class=\"t-img-caption\"><span>*资料来源：Tiger Trade，美国东部时间 08:05</span></p></blockquote></p><p> A stellar earnings season has seen U.S. stocks surge to record highs over the past two weeks, as several consensus-beating results from major firms reinforced faith in a post-COVID economic recovery this year.</p><p><blockquote>过去两周，美国股市在出色的财报季中飙升至历史新高，因为几家大公司的业绩超出了共识，增强了人们对今年新冠疫情后经济复苏的信心。</blockquote></p><p> Analysts expect second-quarter profit growth of 92.9% for S&P 500 companies, according to IBES data from Refinitiv. Of the 427 companies in the index that have reported earnings so far, 87.6% beat analyst expectations, the highest on record.</p><p><blockquote>根据 Refinitiv 的 IBES 数据，分析师预计标普500公司第二季度利润增长 92.9%。迄今为止，该指数中已公布收益的 427 家公司中，87.6% 超出分析师预期，创历史新高。</blockquote></p><p> <b>Stocks making the biggest moves in the premarket:</b></p><p><blockquote><b>盘前涨幅最大的股票：</b></blockquote></p><p> <a href=\"https://laohu8.com/S/SAFM\">Sanderson Farms</a> – The poultry producer agreed to be acquired for about $4.5 billion, or $203 per share, by privately-held food producer Cargill and agriculture investment firm Continental Grain. The all-cash deal represents an 11.3% premium over Friday’s closing price for Sanderson Farms. Sanderson shares surged 8.3% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/SAFM\">桑德森农场</a>– 这家家禽生产商同意被私营食品生产商嘉吉公司和农业投资公司大陆谷物公司以约 45 亿美元（即每股 203 美元）收购。这笔全现金交易比桑德森农场周五的收盘价溢价 11.3%。桑德森股价盘前飙升 8.3%。</blockquote></p><p> <a href=\"https://laohu8.com/S/TSLA\">Tesla Motors</a> – Tesla gained 1.6% in the premarket after Jefferies upgraded the stock to “buy” from “hold,” based on what the firm feels is more efficient capital deployment and an improved ability by auto manufacturers to increase profit margins over time.</p><p><blockquote><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>- 特斯拉在盘前上涨 1.6%，此前杰富瑞将该股评级从 “持有 ”上调至 “买入 ”，理由是该公司认为资本部署效率更高，汽车制造商随着时间的推移提高利润率的能力也有所提高。</blockquote></p><p> <a href=\"https://laohu8.com/S/USFD\">US Foods Holding Corp</a> – The foodservice distributor’s shares rallied 6.5% in the premarket after beating Street forecasts with its second-quarter profit and revenue. U.S. Foods earned 58 cents per share, 22 cents a share above estimates, helped by strong demand for its products and services as the industry recovers from the pandemic.</p><p><blockquote><a href=\"https://laohu8.com/S/USFD\">美国食品控股公司</a>- 这家餐饮服务分销商的第二季度利润和收入超出了华尔街的预期，其股价在盘前上涨了 6.5%。美国食品公司每股收益为 58 美分，比预期高出 22 美分，这得益于该行业从疫情中复苏后对其产品和服务的强劲需求。</blockquote></p><p> <a href=\"https://laohu8.com/S/TSN\">Tyson</a> – The beef and poultry producer reported quarterly earnings of $2.70 per share, well above the consensus estimate of $1.62 a share. Revenue also came in above analysts’ projections. Results got a boost from strong consumer demand as well as restaurant reopenings. Tyson shares rose 2.6% in premarket trading.ovid</p><p><blockquote><a href=\"https://laohu8.com/S/TSN\">泰森</a>– 这家牛肉和家禽生产商公布的季度收益为每股 2.70 美元，远高于每股 1.62 美元的市场普遍预期。收入也高于分析师的预期。强劲的消费者需求和餐馆重新开业提振了业绩。泰森股价在盘前交易中上涨 2.6%。</blockquote></p><p> <a href=\"https://laohu8.com/S/NCLH\">Norwegian Cruise Line</a> – A federal judge ruled that the cruise linecan ask passengers for proof of Covid-19 vaccination, temporarily blocking a Florida law banning that practice.</p><p><blockquote><a href=\"https://laohu8.com/S/NCLH\">挪威邮轮公司</a>– 一名联邦法官裁定，邮轮公司可以要求乘客提供 Covid-19 疫苗接种证明，暂时阻止了佛罗里达州禁止这种做法的法律。</blockquote></p><p> <a href=\"https://laohu8.com/S/BRK.B\">Berkshire Hathaway</a> – Berkshire shares rose 1.2% in premarket tradingafter it reported a 7% increasein second-quarter earnings. Berkshire’s results were helped by a rebound across its businesses including its railroad and energy companies.</p><p><blockquote><a href=\"https://laohu8.com/S/BRK.B\">伯克希尔哈撒韦公司</a>– 伯克希尔公布第二季度盈利增长 7%，股价在盘前交易中上涨 1.2%。伯克希尔的业绩得益于包括铁路和能源公司在内的所有业务的反弹。</blockquote></p><p> <a href=\"https://laohu8.com/S/VNE\">Veoneer, Inc.</a> – The auto parts maker said it would begin talks withQualcomm(QCOM) about the chip maker’s takeover bid, which topped a bid from automotive software makerMagna International(MGA) that had been previously approved by Veoneer’s board. Qualcomm’s bid is worth $4.6 billion, compared to the approximately $3.8 billion value of Magna’s deal. Veoneer slid 3.3% in premarket trading.</p><p><blockquote><a href=\"https://laohu8.com/S/VNE\">维奥尼尔公司。</a>- 这家汽车零部件制造商表示，将开始与高通（QCOM）就这家芯片制造商的收购要约进行谈判，该要约高于汽车软件制造商麦格纳国际（MGA）的收购要约，该要约此前已获得 Veoneer 董事会的批准。高通的出价为 46 亿美元，而麦格纳的交易价值约为 38 亿美元。Veoneer 在盘前交易中下跌 3.3%。</blockquote></p><p> <a href=\"https://laohu8.com/S/EXAS\">Exact Sciences</a> – The molecular diagnostics company has approached genetic testing firmInvitae(NVTA) about a possible merger, according to people familiar with the matter who spoke to Bloomberg. The people said the two sides are not in active talks and that a seal would likely be a low-premium, all-stock transaction. Invitae surged 7.2% in the premarket while Exact Sciences fell 2%.</p><p><blockquote><a href=\"https://laohu8.com/S/EXAS\">精密科学</a>– 据接受彭博社采访的知情人士透露，这家分子诊断公司已与基因检测公司 firmInvitae (NVTA) 就可能的合并进行了接洽。知情人士表示，双方并未进行积极谈判，海豹突击队可能是一笔低溢价、全股票交易。Invitae 盘前飙升 7.2%，而 Exact Sciences 则下跌 2%。</blockquote></p><p> <a href=\"https://laohu8.com/S/DLTR\">Dollar Tree</a> – The discount retailer was downgraded to “hold” from “buy” at Deutsche Bank, which expressed concerns about the impact of increased freight and labor costs on profit margins. Dollar Tree lost 1.5% in premarket action.</p><p><blockquote><a href=\"https://laohu8.com/S/DLTR\">美元树</a>- 德意志银行将这家折扣零售商的评级从 “买入 ”下调至 “持有 ”，德意志银行对运费和劳动力成本增加对利润率的影响表示担忧。Dollar Tree 在盘前交易中下跌 1.5%。</blockquote></p><p> <a href=\"https://laohu8.com/S/XOM\">Exxon Mobil</a> ,<a href=\"https://laohu8.com/S/CVX\">Chevron</a> – These and other energy companies are under pressure as oil prices slide following a U.N. report on the impact of climate change. Exxon fell 1.3% in premarket trading, while Chevron was down 1.6%.</p><p><blockquote><a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>,<a href=\"https://laohu8.com/S/CVX\">人字形</a>– 由于联合国决议后油价下滑，这些和其他能源公司面临压力。气候变化影响报告。埃克森美孚在盘前交易中下跌 1.3%，雪佛龙下跌 1.6%。</blockquote></p><p> <a href=\"https://laohu8.com/S/VSCO\">Victoria's Secret & Co</a> – JPMorgan Chase initiated coverage on the women’s apparel retailer with an “overweight” rating, noting its dominant market position in lingerie and nightwear and expansion opportunities in swimwear. Victoria’s Secret added 1.6% in the premarket.</p><p><blockquote><a href=\"https://laohu8.com/S/VSCO\">维多利亚的秘密公司</a>- 摩根大通对这家女装零售商给予了 “跑赢大盘 ”评级，指出其在内衣和睡衣领域的市场主导地位以及在泳装领域的扩张机会。维多利亚的秘密在盘前上涨了 1.6%。</blockquote></p><p></p><p> <a href=\"https://laohu8.com/S/NTES\">NetEase</a> – The China-based online services company surged 2.3% in premarket trading, following a Reuters report that it has delayed a planned $1 billion Hong Kong initial public offering of its Cloud Village music streaming service. People with direct knowledge of the matter said the delay was due to volatile trading in China’s major tech companies.</p><p><blockquote><a href=\"https://laohu8.com/S/NTES\">网易</a>– 这家总部位于中国的在线服务公司在盘前交易中飙升 2.3%，此前路透社报道称，该公司已推迟其 Cloud Village 音乐流媒体服务 10 亿美元的香港首次公开募股计划。直接了解此事的人士说，延迟是由于中国主要科技公司的交易波动所致。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182740672","content_text":"The S&P and the Dow index futures fell from record highs on Monday with oil stocks reeling from a more than 4% slump in crude prices on concerns over rising COVID-19 cases in Asia.\nAt 8:05 a.m. ET, Dow E-minis were down 90 points, or 0.26%, S&P 500 E-minis were down 5.5 points, or 0.12% and Nasdaq 100 E-minis were up 20 points, or 0.13%.\n*Source From Tiger Trade, EST 08:05\nA stellar earnings season has seen U.S. stocks surge to record highs over the past two weeks, as several consensus-beating results from major firms reinforced faith in a post-COVID economic recovery this year.\nAnalysts expect second-quarter profit growth of 92.9% for S&P 500 companies, according to IBES data from Refinitiv. Of the 427 companies in the index that have reported earnings so far, 87.6% beat analyst expectations, the highest on record.\nStocks making the biggest moves in the premarket:\nSanderson Farms – The poultry producer agreed to be acquired for about $4.5 billion, or $203 per share, by privately-held food producer Cargill and agriculture investment firm Continental Grain. The all-cash deal represents an 11.3% premium over Friday’s closing price for Sanderson Farms. Sanderson shares surged 8.3% in the premarket.\nTesla Motors – Tesla gained 1.6% in the premarket after Jefferies upgraded the stock to “buy” from “hold,” based on what the firm feels is more efficient capital deployment and an improved ability by auto manufacturers to increase profit margins over time.\nUS Foods Holding Corp – The foodservice distributor’s shares rallied 6.5% in the premarket after beating Street forecasts with its second-quarter profit and revenue. U.S. Foods earned 58 cents per share, 22 cents a share above estimates, helped by strong demand for its products and services as the industry recovers from the pandemic.\nTyson – The beef and poultry producer reported quarterly earnings of $2.70 per share, well above the consensus estimate of $1.62 a share. Revenue also came in above analysts’ projections. Results got a boost from strong consumer demand as well as restaurant reopenings. Tyson shares rose 2.6% in premarket trading.ovid\nNorwegian Cruise Line – A federal judge ruled that the cruise linecan ask passengers for proof of Covid-19 vaccination, temporarily blocking a Florida law banning that practice.\nBerkshire Hathaway – Berkshire shares rose 1.2% in premarket tradingafter it reported a 7% increasein second-quarter earnings. Berkshire’s results were helped by a rebound across its businesses including its railroad and energy companies.\nVeoneer, Inc. – The auto parts maker said it would begin talks withQualcomm(QCOM) about the chip maker’s takeover bid, which topped a bid from automotive software makerMagna International(MGA) that had been previously approved by Veoneer’s board. Qualcomm’s bid is worth $4.6 billion, compared to the approximately $3.8 billion value of Magna’s deal. Veoneer slid 3.3% in premarket trading.\nExact Sciences – The molecular diagnostics company has approached genetic testing firmInvitae(NVTA) about a possible merger, according to people familiar with the matter who spoke to Bloomberg. The people said the two sides are not in active talks and that a seal would likely be a low-premium, all-stock transaction. Invitae surged 7.2% in the premarket while Exact Sciences fell 2%.\nDollar Tree – The discount retailer was downgraded to “hold” from “buy” at Deutsche Bank, which expressed concerns about the impact of increased freight and labor costs on profit margins. Dollar Tree lost 1.5% in premarket action.\nExxon Mobil ,Chevron – These and other energy companies are under pressure as oil prices slide following a U.N. report on the impact of climate change. Exxon fell 1.3% in premarket trading, while Chevron was down 1.6%.\nVictoria's Secret & Co – JPMorgan Chase initiated coverage on the women’s apparel retailer with an “overweight” rating, noting its dominant market position in lingerie and nightwear and expansion opportunities in swimwear. Victoria’s Secret added 1.6% in the premarket.\nNetEase – The China-based online services company surged 2.3% in premarket trading, following a Reuters report that it has delayed a planned $1 billion Hong Kong initial public offering of its Cloud Village music streaming service. People with direct knowledge of the matter said the delay was due to volatile trading in China’s major tech companies.","news_type":1,"symbols_score_info":{".DJI":0.9,".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":2224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890004173,"gmtCreate":1628064376492,"gmtModify":1633753924480,"author":{"id":"3568893769658331","authorId":"3568893769658331","name":"Idl3mind","avatar":"https://static.tigerbbs.com/73c568907b1cd98414bc36c7c2df4f1a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568893769658331","idStr":"3568893769658331"},"themes":[],"title":"","htmlText":"Good move ","listText":"Good move ","text":"Good move","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890004173","repostId":"1162890450","repostType":4,"isVote":1,"tweetType":1,"viewCount":3080,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890005799,"gmtCreate":1628064354011,"gmtModify":1633753924724,"author":{"id":"3568893769658331","authorId":"3568893769658331","name":"Idl3mind","avatar":"https://static.tigerbbs.com/73c568907b1cd98414bc36c7c2df4f1a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568893769658331","idStr":"3568893769658331"},"themes":[],"title":"","htmlText":" Wow Like bros ","listText":" Wow Like bros ","text":"Wow Like bros","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890005799","repostId":"1171220910","repostType":4,"isVote":1,"tweetType":1,"viewCount":2501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890005660,"gmtCreate":1628064325950,"gmtModify":1633753925050,"author":{"id":"3568893769658331","authorId":"3568893769658331","name":"Idl3mind","avatar":"https://static.tigerbbs.com/73c568907b1cd98414bc36c7c2df4f1a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568893769658331","idStr":"3568893769658331"},"themes":[],"title":"","htmlText":"Like brothers ","listText":"Like brothers ","text":"Like brothers","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890005660","repostId":"1135713978","repostType":4,"repost":{"id":"1135713978","kind":"news","pubTimestamp":1628056812,"share":"https://www.laohunote.com/m/news/1135713978?lang=zh_CN&edition=full","pubTime":"2021-08-04 14:00","market":"us","language":"en","title":"Alphabet wants to make its own smartphone chips — what in the world is the company thinking?<blockquote>Alphabet想制造自己的智能手机芯片——该公司到底在想什么？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1135713978","media":"MarketWatch","summary":"It’s a big, and risky, bet. Apple did something similar and had a difficult transition\n(Photo credit","content":"<p>It’s a big, and risky, bet. Apple did something similar and had a difficult transition</p><p><blockquote>这是一个很大的、有风险的赌注。苹果也做了类似的事情，经历了艰难的转变</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/729798ae4b174d85419678e03af11d00\" tg-width=\"1050\" tg-height=\"699\" width=\"100%\" height=\"auto\"><span>(Photo credit should read Alain Jocard/AFP via Getty Images)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（图片来源：Alain Jocard/AFP via Getty Images）</span></p></blockquote></p><p> Alphabet said Monday it will take its silicon building in-house when it launches a new flagship line of Google Pixel phones.</p><p><blockquote>Alphabet周一表示，在推出谷歌Pixel手机的新旗舰系列时，它将在内部进行芯片制造。</blockquote></p><p> The company’s move creates as many questions as it does answers. Perhaps the first being,with only about 2% of the U.S. smartphone market and no real sign of that changing, does a bet like this make sense?</p><p><blockquote>该公司此举提出的问题和回答的问题一样多。也许第一个是，在美国智能手机市场仅占2%左右的情况下，这种情况没有真正改变的迹象，这样的赌注有意义吗？</blockquote></p><p> While much of the analysis of this news pointed to it as a positive step for AlphabetGOOG,+0.21%,I interpreted it as a desperate attempt for the company to make headlines about its poor-performing line of mobile devices and to do so by taking a risk that even AppleAAPL,+1.26%isn’t yet willing to take when it comes to its vertical integration into semiconductors.</p><p><blockquote>虽然对这一消息的大部分分析都指出，这对 AlphabetGOOG,+0.21% 来说是一个积极的步骤，但我认为这是该公司孤注一掷的尝试，目的是让其移动设备产品线表现不佳，并承担连苹果公司（AppleAAPL,+1.26%）在半导体垂直整合方面都还不愿意承担的风险。</blockquote></p><p> <b>Apple’s foreshadowing</b></p><p><blockquote><b>苹果的伏笔</b></blockquote></p><p> Apple made headlines over the past few years with its departure from Intel and the introduction of its M1 architecture. This transition from Intel to homegrown processors built on the increasingly popular Arm architecture was done methodically over several years to ensure that the change would go smoothly. For the most part, the M1 launched without significant incident, but its critics would be the first to point out that the transition was anything but flawless.</p><p><blockquote>过去几年，苹果因脱离英特尔并推出M1架构而成为头条新闻。从英特尔到基于日益流行的Arm架构的国产处理器的转变是在几年内有条不紊地完成的，以确保转变顺利进行。在很大程度上，M1 的发射没有发生重大事故，但它的批评者将是第一个指出过渡绝非完美无缺的人。</blockquote></p><p> It’s also worth pointing out that Apple, while it has incorporated a number of its cores to handle capabilities like image sensing and graphics, has left the modem and radio, oft-referred to as RFFE, to Qualcomm,due to the complexity of building a modem-RF system for 5G, which is incredibly complicated and proper function is imperative to get devices certified by different carriers like Verizon,AT&T,T-Mobile and others.</p><p><blockquote>还值得指出的是，苹果虽然已经整合了一些核心来处理图像传感和图形等功能，但由于为 5G 构建调制解调器-射频系统非常复杂，而正确的功能对于设备获得 Verizon、AT&T、T-Mobile 等不同运营商的认证至关重要。</blockquote></p><p> For some reason that I simply cannot understand, Alphabet wants to abandon not only the Qualcomm Snapdragon, which most simply can be considered the full set of systems to power all the phones features, and ditch it for its own set of cores, but allegedly also abandon Qualcomm’s proven modem-RF system to use (rumored) Samsung’s Exynos, which has almost zero market penetration and has run into issues with power management and carrier certification. Even Samsung uses Qualcomm’s modem-RF system for large portions of its flagship devices, including its U.S. flagship devices. Apple does as well.</p><p><blockquote>出于某种我根本无法理解的原因，Alphabet不仅想放弃高通骁龙处理器（可以简单地认为是为手机所有功能提供动力的全套系统），还想放弃高通成熟的调制解调器射频系统，转而使用（传闻中的）三星的 Exynos，后者的市场渗透率几乎为零，而且在电源管理和运营商认证方面都遇到了问题。就连三星也在其大部分旗舰设备中使用高通的调制解调器射频系统，包括其美国旗舰设备。苹果也是。</blockquote></p><p> Returning us to the question: What in the world is Alphabet doing here, and does it make any sense?</p><p><blockquote>让我们回到这个问题：Alphabet到底在这里做什么，这有意义吗？</blockquote></p><p> <b>Vertical integration</b></p><p><blockquote><b>纵向一体化</b></blockquote></p><p> The short answer is yes, and no, but mostly no. At least for Alphabet.</p><p><blockquote>简短的回答是肯定的，也不是，但大部分是否定的。至少对Alphabet来说是这样。</blockquote></p><p> The argument to favor this change comes down to profitability and control for Alphabet. Apple has proven that deeper vertical integration can be lucrative, and its Bionic chips have continued to improve with each generation. Alphabet, which has built a very limited set of custom ASICs (application specific integrated circuits) for artificial intelligence (AI), wants the market to see it as every bit as capable of this type of move as Apple.</p><p><blockquote>支持这一变化的理由归结为Alphabet的盈利能力和控制力。苹果已经证明，更深入的垂直整合可以带来利润，其仿生芯片随着每一代产品的发展而不断改进。Alphabet为人工智能 (AI) 打造了一套非常有限的定制 ASIC（专用集成电路），希望市场将其视为与苹果一样有能力进行此类举措。</blockquote></p><p> Furthermore, we have seen Amazon’s AWS and Alibaba build Arm-based solutions for their cloud offerings, and Microsoft has also been touted to be following suit. For the data center, this seems to make sense, with AWS, for instance, seeing success from its Graviton line of CPUs and Trainium series of ML chips. No one would be surprised to see Alphabet significantly increase its efforts to launch or further enhance custom silicon development for its cloud and AI offerings. But servers, and even notebooks, aren’t mobile devices.</p><p><blockquote>此外，我们已经看到亚马逊的 AWS 和阿里巴巴-SW为其云产品构建了基于 Arm 的解决方案，微软也被吹捧为效仿。对于数据中心来说，这似乎是有道理的，例如，AWS看到了其Graviton系列CPU和Trainium系列ML芯片的成功。看到Alphabet显着加大力度推出或进一步加强其云和人工智能产品的定制硅开发，没有人会感到惊讶。但服务器甚至笔记本电脑都不是移动设备。</blockquote></p><p> To launch the M1, Apple spent years on R&D and made several key acquisitions, including Dialog Semiconductor in 2018 for $600 million to add to its internal chipmaking and systems capabilities. It even acquired the remnants of Intel’s mobile modem business upon deciding to move away from Intel on the horizon of 5G. But, with all of that IP, and investment in tow, and even a multi-year legal feud with Qualcomm, Apple still recognized there were some things better left to be done by Qualcomm.</p><p><blockquote>为了推出 M1，苹果花了数年时间进行研发，并进行了几项关键收购，包括 2018 年以 6 亿美元收购 Dialog Semiconductor，以增强其内部芯片制造和系统能力。在 5G 时代，它甚至收购了英特尔移动调制解调器业务的残余部分。但是，有了所有这些知识产权和投资，甚至与高通多年的法律纠纷，苹果仍然认识到高通还有一些更好的事情要做。</blockquote></p><p> Perhaps Alphabet figures with almost no market share and no notoriety around its Pixel smartphone lineup that it doesn’t matter if the Pixel 6 series is a disaster.</p><p><blockquote>Alphabet几乎没有市场份额，也没有围绕其 Pixel 智能手机阵容的恶名，也许它认为 Pixel 6 系列是一场灾难并不重要。</blockquote></p><p> And perhaps Google will surprise the world by using its cores plus a lesser-quality modem-RF system to somehow put out a device that will outperform Apple, Samsung and dozens of other handset makers that have entrusted Qualcomm to provide the guts of their devices.</p><p><blockquote>也许谷歌会让世界大吃一惊，利用其内核加上质量较低的调制解调器射频系统，以某种方式推出一款性能优于苹果、三星和其他几十家手机制造商的设备，这些制造商委托高通提供他们设备的核心。</blockquote></p><p> I doubt it, though, and if nearly a decade of insignificant market penetration with their mobile devices serves as an indicator of how well this move will go for Alphabet, I think it’s safe to chalk this up in the L column.</p><p><blockquote>不过我对此表示怀疑，如果近十年来他们的移动设备在市场渗透率微不足道，可以作为Alphabet此举进展如何的指标，那么我认为可以在 L 专栏中写下这一点。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alphabet wants to make its own smartphone chips — what in the world is the company thinking?<blockquote>Alphabet想制造自己的智能手机芯片——该公司到底在想什么？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlphabet wants to make its own smartphone chips — what in the world is the company thinking?<blockquote>Alphabet想制造自己的智能手机芯片——该公司到底在想什么？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-04 14:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It’s a big, and risky, bet. Apple did something similar and had a difficult transition</p><p><blockquote>这是一个很大的、有风险的赌注。苹果也做了类似的事情，经历了艰难的转变</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/729798ae4b174d85419678e03af11d00\" tg-width=\"1050\" tg-height=\"699\" width=\"100%\" height=\"auto\"><span>(Photo credit should read Alain Jocard/AFP via Getty Images)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（图片来源：Alain Jocard/AFP via Getty Images）</span></p></blockquote></p><p> Alphabet said Monday it will take its silicon building in-house when it launches a new flagship line of Google Pixel phones.</p><p><blockquote>Alphabet周一表示，在推出谷歌Pixel手机的新旗舰系列时，它将在内部进行芯片制造。</blockquote></p><p> The company’s move creates as many questions as it does answers. Perhaps the first being,with only about 2% of the U.S. smartphone market and no real sign of that changing, does a bet like this make sense?</p><p><blockquote>该公司此举提出的问题和回答的问题一样多。也许第一个是，在美国智能手机市场仅占2%左右的情况下，这种情况没有真正改变的迹象，这样的赌注有意义吗？</blockquote></p><p> While much of the analysis of this news pointed to it as a positive step for AlphabetGOOG,+0.21%,I interpreted it as a desperate attempt for the company to make headlines about its poor-performing line of mobile devices and to do so by taking a risk that even AppleAAPL,+1.26%isn’t yet willing to take when it comes to its vertical integration into semiconductors.</p><p><blockquote>虽然对这一消息的大部分分析都指出，这对 AlphabetGOOG,+0.21% 来说是一个积极的步骤，但我认为这是该公司孤注一掷的尝试，目的是让其移动设备产品线表现不佳，并承担连苹果公司（AppleAAPL,+1.26%）在半导体垂直整合方面都还不愿意承担的风险。</blockquote></p><p> <b>Apple’s foreshadowing</b></p><p><blockquote><b>苹果的伏笔</b></blockquote></p><p> Apple made headlines over the past few years with its departure from Intel and the introduction of its M1 architecture. This transition from Intel to homegrown processors built on the increasingly popular Arm architecture was done methodically over several years to ensure that the change would go smoothly. For the most part, the M1 launched without significant incident, but its critics would be the first to point out that the transition was anything but flawless.</p><p><blockquote>过去几年，苹果因脱离英特尔并推出M1架构而成为头条新闻。从英特尔到基于日益流行的Arm架构的国产处理器的转变是在几年内有条不紊地完成的，以确保转变顺利进行。在很大程度上，M1 的发射没有发生重大事故，但它的批评者将是第一个指出过渡绝非完美无缺的人。</blockquote></p><p> It’s also worth pointing out that Apple, while it has incorporated a number of its cores to handle capabilities like image sensing and graphics, has left the modem and radio, oft-referred to as RFFE, to Qualcomm,due to the complexity of building a modem-RF system for 5G, which is incredibly complicated and proper function is imperative to get devices certified by different carriers like Verizon,AT&T,T-Mobile and others.</p><p><blockquote>还值得指出的是，苹果虽然已经整合了一些核心来处理图像传感和图形等功能，但由于为 5G 构建调制解调器-射频系统非常复杂，而正确的功能对于设备获得 Verizon、AT&T、T-Mobile 等不同运营商的认证至关重要。</blockquote></p><p> For some reason that I simply cannot understand, Alphabet wants to abandon not only the Qualcomm Snapdragon, which most simply can be considered the full set of systems to power all the phones features, and ditch it for its own set of cores, but allegedly also abandon Qualcomm’s proven modem-RF system to use (rumored) Samsung’s Exynos, which has almost zero market penetration and has run into issues with power management and carrier certification. Even Samsung uses Qualcomm’s modem-RF system for large portions of its flagship devices, including its U.S. flagship devices. Apple does as well.</p><p><blockquote>出于某种我根本无法理解的原因，Alphabet不仅想放弃高通骁龙处理器（可以简单地认为是为手机所有功能提供动力的全套系统），还想放弃高通成熟的调制解调器射频系统，转而使用（传闻中的）三星的 Exynos，后者的市场渗透率几乎为零，而且在电源管理和运营商认证方面都遇到了问题。就连三星也在其大部分旗舰设备中使用高通的调制解调器射频系统，包括其美国旗舰设备。苹果也是。</blockquote></p><p> Returning us to the question: What in the world is Alphabet doing here, and does it make any sense?</p><p><blockquote>让我们回到这个问题：Alphabet到底在这里做什么，这有意义吗？</blockquote></p><p> <b>Vertical integration</b></p><p><blockquote><b>纵向一体化</b></blockquote></p><p> The short answer is yes, and no, but mostly no. At least for Alphabet.</p><p><blockquote>简短的回答是肯定的，也不是，但大部分是否定的。至少对Alphabet来说是这样。</blockquote></p><p> The argument to favor this change comes down to profitability and control for Alphabet. Apple has proven that deeper vertical integration can be lucrative, and its Bionic chips have continued to improve with each generation. Alphabet, which has built a very limited set of custom ASICs (application specific integrated circuits) for artificial intelligence (AI), wants the market to see it as every bit as capable of this type of move as Apple.</p><p><blockquote>支持这一变化的理由归结为Alphabet的盈利能力和控制力。苹果已经证明，更深入的垂直整合可以带来利润，其仿生芯片随着每一代产品的发展而不断改进。Alphabet为人工智能 (AI) 打造了一套非常有限的定制 ASIC（专用集成电路），希望市场将其视为与苹果一样有能力进行此类举措。</blockquote></p><p> Furthermore, we have seen Amazon’s AWS and Alibaba build Arm-based solutions for their cloud offerings, and Microsoft has also been touted to be following suit. For the data center, this seems to make sense, with AWS, for instance, seeing success from its Graviton line of CPUs and Trainium series of ML chips. No one would be surprised to see Alphabet significantly increase its efforts to launch or further enhance custom silicon development for its cloud and AI offerings. But servers, and even notebooks, aren’t mobile devices.</p><p><blockquote>此外，我们已经看到亚马逊的 AWS 和阿里巴巴-SW为其云产品构建了基于 Arm 的解决方案，微软也被吹捧为效仿。对于数据中心来说，这似乎是有道理的，例如，AWS看到了其Graviton系列CPU和Trainium系列ML芯片的成功。看到Alphabet显着加大力度推出或进一步加强其云和人工智能产品的定制硅开发，没有人会感到惊讶。但服务器甚至笔记本电脑都不是移动设备。</blockquote></p><p> To launch the M1, Apple spent years on R&D and made several key acquisitions, including Dialog Semiconductor in 2018 for $600 million to add to its internal chipmaking and systems capabilities. It even acquired the remnants of Intel’s mobile modem business upon deciding to move away from Intel on the horizon of 5G. But, with all of that IP, and investment in tow, and even a multi-year legal feud with Qualcomm, Apple still recognized there were some things better left to be done by Qualcomm.</p><p><blockquote>为了推出 M1，苹果花了数年时间进行研发，并进行了几项关键收购，包括 2018 年以 6 亿美元收购 Dialog Semiconductor，以增强其内部芯片制造和系统能力。在 5G 时代，它甚至收购了英特尔移动调制解调器业务的残余部分。但是，有了所有这些知识产权和投资，甚至与高通多年的法律纠纷，苹果仍然认识到高通还有一些更好的事情要做。</blockquote></p><p> Perhaps Alphabet figures with almost no market share and no notoriety around its Pixel smartphone lineup that it doesn’t matter if the Pixel 6 series is a disaster.</p><p><blockquote>Alphabet几乎没有市场份额，也没有围绕其 Pixel 智能手机阵容的恶名，也许它认为 Pixel 6 系列是一场灾难并不重要。</blockquote></p><p> And perhaps Google will surprise the world by using its cores plus a lesser-quality modem-RF system to somehow put out a device that will outperform Apple, Samsung and dozens of other handset makers that have entrusted Qualcomm to provide the guts of their devices.</p><p><blockquote>也许谷歌会让世界大吃一惊，利用其内核加上质量较低的调制解调器射频系统，以某种方式推出一款性能优于苹果、三星和其他几十家手机制造商的设备，这些制造商委托高通提供他们设备的核心。</blockquote></p><p> I doubt it, though, and if nearly a decade of insignificant market penetration with their mobile devices serves as an indicator of how well this move will go for Alphabet, I think it’s safe to chalk this up in the L column.</p><p><blockquote>不过我对此表示怀疑，如果近十年来他们的移动设备在市场渗透率微不足道，可以作为Alphabet此举进展如何的指标，那么我认为可以在 L 专栏中写下这一点。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/alphabet-wants-to-make-its-own-smartphone-chips-what-in-the-world-is-the-company-thinking-11628003771?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://www.marketwatch.com/story/alphabet-wants-to-make-its-own-smartphone-chips-what-in-the-world-is-the-company-thinking-11628003771?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135713978","content_text":"It’s a big, and risky, bet. Apple did something similar and had a difficult transition\n(Photo credit should read Alain Jocard/AFP via Getty Images)\nAlphabet said Monday it will take its silicon building in-house when it launches a new flagship line of Google Pixel phones.\nThe company’s move creates as many questions as it does answers. Perhaps the first being,with only about 2% of the U.S. smartphone market and no real sign of that changing, does a bet like this make sense?\nWhile much of the analysis of this news pointed to it as a positive step for AlphabetGOOG,+0.21%,I interpreted it as a desperate attempt for the company to make headlines about its poor-performing line of mobile devices and to do so by taking a risk that even AppleAAPL,+1.26%isn’t yet willing to take when it comes to its vertical integration into semiconductors.\nApple’s foreshadowing\nApple made headlines over the past few years with its departure from Intel and the introduction of its M1 architecture. This transition from Intel to homegrown processors built on the increasingly popular Arm architecture was done methodically over several years to ensure that the change would go smoothly. For the most part, the M1 launched without significant incident, but its critics would be the first to point out that the transition was anything but flawless.\nIt’s also worth pointing out that Apple, while it has incorporated a number of its cores to handle capabilities like image sensing and graphics, has left the modem and radio, oft-referred to as RFFE, to Qualcomm,due to the complexity of building a modem-RF system for 5G, which is incredibly complicated and proper function is imperative to get devices certified by different carriers like Verizon,AT&T,T-Mobile and others.\nFor some reason that I simply cannot understand, Alphabet wants to abandon not only the Qualcomm Snapdragon, which most simply can be considered the full set of systems to power all the phones features, and ditch it for its own set of cores, but allegedly also abandon Qualcomm’s proven modem-RF system to use (rumored) Samsung’s Exynos, which has almost zero market penetration and has run into issues with power management and carrier certification. Even Samsung uses Qualcomm’s modem-RF system for large portions of its flagship devices, including its U.S. flagship devices. Apple does as well.\nReturning us to the question: What in the world is Alphabet doing here, and does it make any sense?\nVertical integration\nThe short answer is yes, and no, but mostly no. At least for Alphabet.\nThe argument to favor this change comes down to profitability and control for Alphabet. Apple has proven that deeper vertical integration can be lucrative, and its Bionic chips have continued to improve with each generation. Alphabet, which has built a very limited set of custom ASICs (application specific integrated circuits) for artificial intelligence (AI), wants the market to see it as every bit as capable of this type of move as Apple.\nFurthermore, we have seen Amazon’s AWS and Alibaba build Arm-based solutions for their cloud offerings, and Microsoft has also been touted to be following suit. For the data center, this seems to make sense, with AWS, for instance, seeing success from its Graviton line of CPUs and Trainium series of ML chips. No one would be surprised to see Alphabet significantly increase its efforts to launch or further enhance custom silicon development for its cloud and AI offerings. But servers, and even notebooks, aren’t mobile devices.\nTo launch the M1, Apple spent years on R&D and made several key acquisitions, including Dialog Semiconductor in 2018 for $600 million to add to its internal chipmaking and systems capabilities. It even acquired the remnants of Intel’s mobile modem business upon deciding to move away from Intel on the horizon of 5G. But, with all of that IP, and investment in tow, and even a multi-year legal feud with Qualcomm, Apple still recognized there were some things better left to be done by Qualcomm.\nPerhaps Alphabet figures with almost no market share and no notoriety around its Pixel smartphone lineup that it doesn’t matter if the Pixel 6 series is a disaster.\nAnd perhaps Google will surprise the world by using its cores plus a lesser-quality modem-RF system to somehow put out a device that will outperform Apple, Samsung and dozens of other handset makers that have entrusted Qualcomm to provide the guts of their devices.\nI doubt it, though, and if nearly a decade of insignificant market penetration with their mobile devices serves as an indicator of how well this move will go for Alphabet, I think it’s safe to chalk this up in the L column.","news_type":1,"symbols_score_info":{"GOOG":0.9,"GOOGL":0.9}},"isVote":1,"tweetType":1,"viewCount":2333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":890005114,"gmtCreate":1628064311738,"gmtModify":1633753925171,"author":{"id":"3568893769658331","authorId":"3568893769658331","name":"Idl3mind","avatar":"https://static.tigerbbs.com/73c568907b1cd98414bc36c7c2df4f1a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568893769658331","idStr":"3568893769658331"},"themes":[],"title":"","htmlText":"Wow this is big step ","listText":"Wow this is big step ","text":"Wow this is big step","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890005114","repostId":"1135713978","repostType":4,"repost":{"id":"1135713978","kind":"news","pubTimestamp":1628056812,"share":"https://www.laohunote.com/m/news/1135713978?lang=zh_CN&edition=full","pubTime":"2021-08-04 14:00","market":"us","language":"en","title":"Alphabet wants to make its own smartphone chips — what in the world is the company thinking?<blockquote>Alphabet想制造自己的智能手机芯片——该公司到底在想什么？</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1135713978","media":"MarketWatch","summary":"It’s a big, and risky, bet. Apple did something similar and had a difficult transition\n(Photo credit","content":"<p>It’s a big, and risky, bet. Apple did something similar and had a difficult transition</p><p><blockquote>这是一个很大的、有风险的赌注。苹果也做了类似的事情，经历了艰难的转变</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/729798ae4b174d85419678e03af11d00\" tg-width=\"1050\" tg-height=\"699\" width=\"100%\" height=\"auto\"><span>(Photo credit should read Alain Jocard/AFP via Getty Images)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（图片来源：Alain Jocard/AFP via Getty Images）</span></p></blockquote></p><p> Alphabet said Monday it will take its silicon building in-house when it launches a new flagship line of Google Pixel phones.</p><p><blockquote>Alphabet周一表示，在推出谷歌Pixel手机的新旗舰系列时，它将在内部进行芯片制造。</blockquote></p><p> The company’s move creates as many questions as it does answers. Perhaps the first being,with only about 2% of the U.S. smartphone market and no real sign of that changing, does a bet like this make sense?</p><p><blockquote>该公司此举提出的问题和回答的问题一样多。也许第一个是，在美国智能手机市场仅占2%左右的情况下，这种情况没有真正改变的迹象，这样的赌注有意义吗？</blockquote></p><p> While much of the analysis of this news pointed to it as a positive step for AlphabetGOOG,+0.21%,I interpreted it as a desperate attempt for the company to make headlines about its poor-performing line of mobile devices and to do so by taking a risk that even AppleAAPL,+1.26%isn’t yet willing to take when it comes to its vertical integration into semiconductors.</p><p><blockquote>虽然对这一消息的大部分分析都指出，这对 AlphabetGOOG,+0.21% 来说是一个积极的步骤，但我认为这是该公司孤注一掷的尝试，目的是让其移动设备产品线表现不佳，并承担连苹果公司（AppleAAPL,+1.26%）在半导体垂直整合方面都还不愿意承担的风险。</blockquote></p><p> <b>Apple’s foreshadowing</b></p><p><blockquote><b>苹果的伏笔</b></blockquote></p><p> Apple made headlines over the past few years with its departure from Intel and the introduction of its M1 architecture. This transition from Intel to homegrown processors built on the increasingly popular Arm architecture was done methodically over several years to ensure that the change would go smoothly. For the most part, the M1 launched without significant incident, but its critics would be the first to point out that the transition was anything but flawless.</p><p><blockquote>过去几年，苹果因脱离英特尔并推出M1架构而成为头条新闻。从英特尔到基于日益流行的Arm架构的国产处理器的转变是在几年内有条不紊地完成的，以确保转变顺利进行。在很大程度上，M1 的发射没有发生重大事故，但它的批评者将是第一个指出过渡绝非完美无缺的人。</blockquote></p><p> It’s also worth pointing out that Apple, while it has incorporated a number of its cores to handle capabilities like image sensing and graphics, has left the modem and radio, oft-referred to as RFFE, to Qualcomm,due to the complexity of building a modem-RF system for 5G, which is incredibly complicated and proper function is imperative to get devices certified by different carriers like Verizon,AT&T,T-Mobile and others.</p><p><blockquote>还值得指出的是，苹果虽然已经整合了一些核心来处理图像传感和图形等功能，但由于为 5G 构建调制解调器-射频系统非常复杂，而正确的功能对于设备获得 Verizon、AT&T、T-Mobile 等不同运营商的认证至关重要。</blockquote></p><p> For some reason that I simply cannot understand, Alphabet wants to abandon not only the Qualcomm Snapdragon, which most simply can be considered the full set of systems to power all the phones features, and ditch it for its own set of cores, but allegedly also abandon Qualcomm’s proven modem-RF system to use (rumored) Samsung’s Exynos, which has almost zero market penetration and has run into issues with power management and carrier certification. Even Samsung uses Qualcomm’s modem-RF system for large portions of its flagship devices, including its U.S. flagship devices. Apple does as well.</p><p><blockquote>出于某种我根本无法理解的原因，Alphabet不仅想放弃高通骁龙处理器（可以简单地认为是为手机所有功能提供动力的全套系统），还想放弃高通成熟的调制解调器射频系统，转而使用（传闻中的）三星的 Exynos，后者的市场渗透率几乎为零，而且在电源管理和运营商认证方面都遇到了问题。就连三星也在其大部分旗舰设备中使用高通的调制解调器射频系统，包括其美国旗舰设备。苹果也是。</blockquote></p><p> Returning us to the question: What in the world is Alphabet doing here, and does it make any sense?</p><p><blockquote>让我们回到这个问题：Alphabet到底在这里做什么，这有意义吗？</blockquote></p><p> <b>Vertical integration</b></p><p><blockquote><b>纵向一体化</b></blockquote></p><p> The short answer is yes, and no, but mostly no. At least for Alphabet.</p><p><blockquote>简短的回答是肯定的，也不是，但大部分是否定的。至少对Alphabet来说是这样。</blockquote></p><p> The argument to favor this change comes down to profitability and control for Alphabet. Apple has proven that deeper vertical integration can be lucrative, and its Bionic chips have continued to improve with each generation. Alphabet, which has built a very limited set of custom ASICs (application specific integrated circuits) for artificial intelligence (AI), wants the market to see it as every bit as capable of this type of move as Apple.</p><p><blockquote>支持这一变化的理由归结为Alphabet的盈利能力和控制力。苹果已经证明，更深入的垂直整合可以带来利润，其仿生芯片随着每一代产品的发展而不断改进。Alphabet为人工智能 (AI) 打造了一套非常有限的定制 ASIC（专用集成电路），希望市场将其视为与苹果一样有能力进行此类举措。</blockquote></p><p> Furthermore, we have seen Amazon’s AWS and Alibaba build Arm-based solutions for their cloud offerings, and Microsoft has also been touted to be following suit. For the data center, this seems to make sense, with AWS, for instance, seeing success from its Graviton line of CPUs and Trainium series of ML chips. No one would be surprised to see Alphabet significantly increase its efforts to launch or further enhance custom silicon development for its cloud and AI offerings. But servers, and even notebooks, aren’t mobile devices.</p><p><blockquote>此外，我们已经看到亚马逊的 AWS 和阿里巴巴-SW为其云产品构建了基于 Arm 的解决方案，微软也被吹捧为效仿。对于数据中心来说，这似乎是有道理的，例如，AWS看到了其Graviton系列CPU和Trainium系列ML芯片的成功。看到Alphabet显着加大力度推出或进一步加强其云和人工智能产品的定制硅开发，没有人会感到惊讶。但服务器甚至笔记本电脑都不是移动设备。</blockquote></p><p> To launch the M1, Apple spent years on R&D and made several key acquisitions, including Dialog Semiconductor in 2018 for $600 million to add to its internal chipmaking and systems capabilities. It even acquired the remnants of Intel’s mobile modem business upon deciding to move away from Intel on the horizon of 5G. But, with all of that IP, and investment in tow, and even a multi-year legal feud with Qualcomm, Apple still recognized there were some things better left to be done by Qualcomm.</p><p><blockquote>为了推出 M1，苹果花了数年时间进行研发，并进行了几项关键收购，包括 2018 年以 6 亿美元收购 Dialog Semiconductor，以增强其内部芯片制造和系统能力。在 5G 时代，它甚至收购了英特尔移动调制解调器业务的残余部分。但是，有了所有这些知识产权和投资，甚至与高通多年的法律纠纷，苹果仍然认识到高通还有一些更好的事情要做。</blockquote></p><p> Perhaps Alphabet figures with almost no market share and no notoriety around its Pixel smartphone lineup that it doesn’t matter if the Pixel 6 series is a disaster.</p><p><blockquote>Alphabet几乎没有市场份额，也没有围绕其 Pixel 智能手机阵容的恶名，也许它认为 Pixel 6 系列是一场灾难并不重要。</blockquote></p><p> And perhaps Google will surprise the world by using its cores plus a lesser-quality modem-RF system to somehow put out a device that will outperform Apple, Samsung and dozens of other handset makers that have entrusted Qualcomm to provide the guts of their devices.</p><p><blockquote>也许谷歌会让世界大吃一惊，利用其内核加上质量较低的调制解调器射频系统，以某种方式推出一款性能优于苹果、三星和其他几十家手机制造商的设备，这些制造商委托高通提供他们设备的核心。</blockquote></p><p> I doubt it, though, and if nearly a decade of insignificant market penetration with their mobile devices serves as an indicator of how well this move will go for Alphabet, I think it’s safe to chalk this up in the L column.</p><p><blockquote>不过我对此表示怀疑，如果近十年来他们的移动设备在市场渗透率微不足道，可以作为Alphabet此举进展如何的指标，那么我认为可以在 L 专栏中写下这一点。</blockquote></p><p></p>","source":"lsy1603348471595","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Alphabet wants to make its own smartphone chips — what in the world is the company thinking?<blockquote>Alphabet想制造自己的智能手机芯片——该公司到底在想什么？</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAlphabet wants to make its own smartphone chips — what in the world is the company thinking?<blockquote>Alphabet想制造自己的智能手机芯片——该公司到底在想什么？</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">MarketWatch</strong><span class=\"h-time small\">2021-08-04 14:00</span>\n</p>\n</h4>\n</header>\n<article>\n<p>It’s a big, and risky, bet. Apple did something similar and had a difficult transition</p><p><blockquote>这是一个很大的、有风险的赌注。苹果也做了类似的事情，经历了艰难的转变</blockquote></p><p> <p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/729798ae4b174d85419678e03af11d00\" tg-width=\"1050\" tg-height=\"699\" width=\"100%\" height=\"auto\"><span>(Photo credit should read Alain Jocard/AFP via Getty Images)</span></p><p><blockquote><p class=\"t-img-caption\"><span>（图片来源：Alain Jocard/AFP via Getty Images）</span></p></blockquote></p><p> Alphabet said Monday it will take its silicon building in-house when it launches a new flagship line of Google Pixel phones.</p><p><blockquote>Alphabet周一表示，在推出谷歌Pixel手机的新旗舰系列时，它将在内部进行芯片制造。</blockquote></p><p> The company’s move creates as many questions as it does answers. Perhaps the first being,with only about 2% of the U.S. smartphone market and no real sign of that changing, does a bet like this make sense?</p><p><blockquote>该公司此举提出的问题和回答的问题一样多。也许第一个是，在美国智能手机市场仅占2%左右的情况下，这种情况没有真正改变的迹象，这样的赌注有意义吗？</blockquote></p><p> While much of the analysis of this news pointed to it as a positive step for AlphabetGOOG,+0.21%,I interpreted it as a desperate attempt for the company to make headlines about its poor-performing line of mobile devices and to do so by taking a risk that even AppleAAPL,+1.26%isn’t yet willing to take when it comes to its vertical integration into semiconductors.</p><p><blockquote>虽然对这一消息的大部分分析都指出，这对 AlphabetGOOG,+0.21% 来说是一个积极的步骤，但我认为这是该公司孤注一掷的尝试，目的是让其移动设备产品线表现不佳，并承担连苹果公司（AppleAAPL,+1.26%）在半导体垂直整合方面都还不愿意承担的风险。</blockquote></p><p> <b>Apple’s foreshadowing</b></p><p><blockquote><b>苹果的伏笔</b></blockquote></p><p> Apple made headlines over the past few years with its departure from Intel and the introduction of its M1 architecture. This transition from Intel to homegrown processors built on the increasingly popular Arm architecture was done methodically over several years to ensure that the change would go smoothly. For the most part, the M1 launched without significant incident, but its critics would be the first to point out that the transition was anything but flawless.</p><p><blockquote>过去几年，苹果因脱离英特尔并推出M1架构而成为头条新闻。从英特尔到基于日益流行的Arm架构的国产处理器的转变是在几年内有条不紊地完成的，以确保转变顺利进行。在很大程度上，M1 的发射没有发生重大事故，但它的批评者将是第一个指出过渡绝非完美无缺的人。</blockquote></p><p> It’s also worth pointing out that Apple, while it has incorporated a number of its cores to handle capabilities like image sensing and graphics, has left the modem and radio, oft-referred to as RFFE, to Qualcomm,due to the complexity of building a modem-RF system for 5G, which is incredibly complicated and proper function is imperative to get devices certified by different carriers like Verizon,AT&T,T-Mobile and others.</p><p><blockquote>还值得指出的是，苹果虽然已经整合了一些核心来处理图像传感和图形等功能，但由于为 5G 构建调制解调器-射频系统非常复杂，而正确的功能对于设备获得 Verizon、AT&T、T-Mobile 等不同运营商的认证至关重要。</blockquote></p><p> For some reason that I simply cannot understand, Alphabet wants to abandon not only the Qualcomm Snapdragon, which most simply can be considered the full set of systems to power all the phones features, and ditch it for its own set of cores, but allegedly also abandon Qualcomm’s proven modem-RF system to use (rumored) Samsung’s Exynos, which has almost zero market penetration and has run into issues with power management and carrier certification. Even Samsung uses Qualcomm’s modem-RF system for large portions of its flagship devices, including its U.S. flagship devices. Apple does as well.</p><p><blockquote>出于某种我根本无法理解的原因，Alphabet不仅想放弃高通骁龙处理器（可以简单地认为是为手机所有功能提供动力的全套系统），还想放弃高通成熟的调制解调器射频系统，转而使用（传闻中的）三星的 Exynos，后者的市场渗透率几乎为零，而且在电源管理和运营商认证方面都遇到了问题。就连三星也在其大部分旗舰设备中使用高通的调制解调器射频系统，包括其美国旗舰设备。苹果也是。</blockquote></p><p> Returning us to the question: What in the world is Alphabet doing here, and does it make any sense?</p><p><blockquote>让我们回到这个问题：Alphabet到底在这里做什么，这有意义吗？</blockquote></p><p> <b>Vertical integration</b></p><p><blockquote><b>纵向一体化</b></blockquote></p><p> The short answer is yes, and no, but mostly no. At least for Alphabet.</p><p><blockquote>简短的回答是肯定的，也不是，但大部分是否定的。至少对Alphabet来说是这样。</blockquote></p><p> The argument to favor this change comes down to profitability and control for Alphabet. Apple has proven that deeper vertical integration can be lucrative, and its Bionic chips have continued to improve with each generation. Alphabet, which has built a very limited set of custom ASICs (application specific integrated circuits) for artificial intelligence (AI), wants the market to see it as every bit as capable of this type of move as Apple.</p><p><blockquote>支持这一变化的理由归结为Alphabet的盈利能力和控制力。苹果已经证明，更深入的垂直整合可以带来利润，其仿生芯片随着每一代产品的发展而不断改进。Alphabet为人工智能 (AI) 打造了一套非常有限的定制 ASIC（专用集成电路），希望市场将其视为与苹果一样有能力进行此类举措。</blockquote></p><p> Furthermore, we have seen Amazon’s AWS and Alibaba build Arm-based solutions for their cloud offerings, and Microsoft has also been touted to be following suit. For the data center, this seems to make sense, with AWS, for instance, seeing success from its Graviton line of CPUs and Trainium series of ML chips. No one would be surprised to see Alphabet significantly increase its efforts to launch or further enhance custom silicon development for its cloud and AI offerings. But servers, and even notebooks, aren’t mobile devices.</p><p><blockquote>此外，我们已经看到亚马逊的 AWS 和阿里巴巴-SW为其云产品构建了基于 Arm 的解决方案，微软也被吹捧为效仿。对于数据中心来说，这似乎是有道理的，例如，AWS看到了其Graviton系列CPU和Trainium系列ML芯片的成功。看到Alphabet显着加大力度推出或进一步加强其云和人工智能产品的定制硅开发，没有人会感到惊讶。但服务器甚至笔记本电脑都不是移动设备。</blockquote></p><p> To launch the M1, Apple spent years on R&D and made several key acquisitions, including Dialog Semiconductor in 2018 for $600 million to add to its internal chipmaking and systems capabilities. It even acquired the remnants of Intel’s mobile modem business upon deciding to move away from Intel on the horizon of 5G. But, with all of that IP, and investment in tow, and even a multi-year legal feud with Qualcomm, Apple still recognized there were some things better left to be done by Qualcomm.</p><p><blockquote>为了推出 M1，苹果花了数年时间进行研发，并进行了几项关键收购，包括 2018 年以 6 亿美元收购 Dialog Semiconductor，以增强其内部芯片制造和系统能力。在 5G 时代，它甚至收购了英特尔移动调制解调器业务的残余部分。但是，有了所有这些知识产权和投资，甚至与高通多年的法律纠纷，苹果仍然认识到高通还有一些更好的事情要做。</blockquote></p><p> Perhaps Alphabet figures with almost no market share and no notoriety around its Pixel smartphone lineup that it doesn’t matter if the Pixel 6 series is a disaster.</p><p><blockquote>Alphabet几乎没有市场份额，也没有围绕其 Pixel 智能手机阵容的恶名，也许它认为 Pixel 6 系列是一场灾难并不重要。</blockquote></p><p> And perhaps Google will surprise the world by using its cores plus a lesser-quality modem-RF system to somehow put out a device that will outperform Apple, Samsung and dozens of other handset makers that have entrusted Qualcomm to provide the guts of their devices.</p><p><blockquote>也许谷歌会让世界大吃一惊，利用其内核加上质量较低的调制解调器射频系统，以某种方式推出一款性能优于苹果、三星和其他几十家手机制造商的设备，这些制造商委托高通提供他们设备的核心。</blockquote></p><p> I doubt it, though, and if nearly a decade of insignificant market penetration with their mobile devices serves as an indicator of how well this move will go for Alphabet, I think it’s safe to chalk this up in the L column.</p><p><blockquote>不过我对此表示怀疑，如果近十年来他们的移动设备在市场渗透率微不足道，可以作为Alphabet此举进展如何的指标，那么我认为可以在 L 专栏中写下这一点。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.marketwatch.com/story/alphabet-wants-to-make-its-own-smartphone-chips-what-in-the-world-is-the-company-thinking-11628003771?mod=home-page\">MarketWatch</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"https://www.marketwatch.com/story/alphabet-wants-to-make-its-own-smartphone-chips-what-in-the-world-is-the-company-thinking-11628003771?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135713978","content_text":"It’s a big, and risky, bet. Apple did something similar and had a difficult transition\n(Photo credit should read Alain Jocard/AFP via Getty Images)\nAlphabet said Monday it will take its silicon building in-house when it launches a new flagship line of Google Pixel phones.\nThe company’s move creates as many questions as it does answers. Perhaps the first being,with only about 2% of the U.S. smartphone market and no real sign of that changing, does a bet like this make sense?\nWhile much of the analysis of this news pointed to it as a positive step for AlphabetGOOG,+0.21%,I interpreted it as a desperate attempt for the company to make headlines about its poor-performing line of mobile devices and to do so by taking a risk that even AppleAAPL,+1.26%isn’t yet willing to take when it comes to its vertical integration into semiconductors.\nApple’s foreshadowing\nApple made headlines over the past few years with its departure from Intel and the introduction of its M1 architecture. This transition from Intel to homegrown processors built on the increasingly popular Arm architecture was done methodically over several years to ensure that the change would go smoothly. For the most part, the M1 launched without significant incident, but its critics would be the first to point out that the transition was anything but flawless.\nIt’s also worth pointing out that Apple, while it has incorporated a number of its cores to handle capabilities like image sensing and graphics, has left the modem and radio, oft-referred to as RFFE, to Qualcomm,due to the complexity of building a modem-RF system for 5G, which is incredibly complicated and proper function is imperative to get devices certified by different carriers like Verizon,AT&T,T-Mobile and others.\nFor some reason that I simply cannot understand, Alphabet wants to abandon not only the Qualcomm Snapdragon, which most simply can be considered the full set of systems to power all the phones features, and ditch it for its own set of cores, but allegedly also abandon Qualcomm’s proven modem-RF system to use (rumored) Samsung’s Exynos, which has almost zero market penetration and has run into issues with power management and carrier certification. Even Samsung uses Qualcomm’s modem-RF system for large portions of its flagship devices, including its U.S. flagship devices. Apple does as well.\nReturning us to the question: What in the world is Alphabet doing here, and does it make any sense?\nVertical integration\nThe short answer is yes, and no, but mostly no. At least for Alphabet.\nThe argument to favor this change comes down to profitability and control for Alphabet. Apple has proven that deeper vertical integration can be lucrative, and its Bionic chips have continued to improve with each generation. Alphabet, which has built a very limited set of custom ASICs (application specific integrated circuits) for artificial intelligence (AI), wants the market to see it as every bit as capable of this type of move as Apple.\nFurthermore, we have seen Amazon’s AWS and Alibaba build Arm-based solutions for their cloud offerings, and Microsoft has also been touted to be following suit. For the data center, this seems to make sense, with AWS, for instance, seeing success from its Graviton line of CPUs and Trainium series of ML chips. No one would be surprised to see Alphabet significantly increase its efforts to launch or further enhance custom silicon development for its cloud and AI offerings. But servers, and even notebooks, aren’t mobile devices.\nTo launch the M1, Apple spent years on R&D and made several key acquisitions, including Dialog Semiconductor in 2018 for $600 million to add to its internal chipmaking and systems capabilities. It even acquired the remnants of Intel’s mobile modem business upon deciding to move away from Intel on the horizon of 5G. But, with all of that IP, and investment in tow, and even a multi-year legal feud with Qualcomm, Apple still recognized there were some things better left to be done by Qualcomm.\nPerhaps Alphabet figures with almost no market share and no notoriety around its Pixel smartphone lineup that it doesn’t matter if the Pixel 6 series is a disaster.\nAnd perhaps Google will surprise the world by using its cores plus a lesser-quality modem-RF system to somehow put out a device that will outperform Apple, Samsung and dozens of other handset makers that have entrusted Qualcomm to provide the guts of their devices.\nI doubt it, though, and if nearly a decade of insignificant market penetration with their mobile devices serves as an indicator of how well this move will go for Alphabet, I think it’s safe to chalk this up in the L column.","news_type":1,"symbols_score_info":{"GOOG":0.9,"GOOGL":0.9}},"isVote":1,"tweetType":1,"viewCount":4036,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804819017,"gmtCreate":1627949307239,"gmtModify":1633755045818,"author":{"id":"3568893769658331","authorId":"3568893769658331","name":"Idl3mind","avatar":"https://static.tigerbbs.com/73c568907b1cd98414bc36c7c2df4f1a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568893769658331","idStr":"3568893769658331"},"themes":[],"title":"","htmlText":"Good ","listText":"Good ","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/804819017","repostId":"2156117308","repostType":4,"isVote":1,"tweetType":1,"viewCount":3109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":804891598,"gmtCreate":1627948736314,"gmtModify":1633755062137,"author":{"id":"3568893769658331","authorId":"3568893769658331","name":"Idl3mind","avatar":"https://static.tigerbbs.com/73c568907b1cd98414bc36c7c2df4f1a","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568893769658331","idStr":"3568893769658331"},"themes":[],"title":"","htmlText":"That’s real bad Please like my comment brothers ","listText":"That’s real bad Please like my comment brothers ","text":"That’s real bad Please like my comment brothers","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/804891598","repostId":"2156114224","repostType":4,"isVote":1,"tweetType":1,"viewCount":3211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}