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JJJU

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- JJJUJJJU
  ·2021-06-04
  进场？？？？
  1,595 评论
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- JJJUJJJU
  ·2021-06-04
  $老虎证券(TIGR)$被covercall套死
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- JJJUJJJU
  ·2021-06-04
  $通用汽车(GM)$卖飞了90%
  2,244 评论
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- JJJUJJJU
  ·2021-06-04
  nvda跟不跟
  尽管全球缺芯，但只有两种芯片会涨价
  全球缺芯，以芯片为支柱产业的韩国，5月出口创下32年来最大增幅；季度，全球10大芯片制造公司的季度总营收飙升至创历史记录的227.5亿美元。看起来，芯片行业一片大好，似乎只要是做芯片的，都能享受到供应
  尽管全球缺芯，但只有两种芯片会涨价
  1,633 1
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- JJJUJJJU
  ·2021-06-04
  中概📉
  非常抱歉，此主贴已删除
  1,134 评论
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- JJJUJJJU
  ·2021-05-05
  低在哪里🧐
  2,794 评论
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- JJJUJJJU
  ·2021-05-05
  $1.5倍做多波动率指数短期期货ETF-ProShares(UVXY)$明天再涨10个点啊
  1,519 评论
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- JJJUJJJU
  ·2021-04-28
  $苹果(AAPL)$就看明天了！给我起来
  1,881 1
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- JJJUJJJU
  ·2021-04-27
  $阿里巴巴(BABA)$刚才那拉的一下dou没拉起来
  1,194 评论
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- JJJUJJJU
  ·2021-04-24
  为什么还是弱弱的
  1,852 评论
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12:50","market":"us","language":"zh","title":"尽管全球缺芯，但只有两种芯片会涨价","url":"https://stock-news.laohu8.com/highlight/detail?id=1140801821","media":"Wind万得","summary":"全球缺芯，以芯片为支柱产业的韩国，5月出口创下32年来最大增幅；季度，全球10大芯片制造公司的季度总营收飙升至创历史记录的227.5亿美元。看起来，芯片行业一片大好，似乎只要是做芯片的，都能享受到供应","content":"<p>全球缺芯，以芯片为支柱产业的韩国，5月出口创下32年来最大增幅；季度，全球10大芯片制造公司的季度总营收飙升至创历史记录的227.5亿美元。看起来，芯片行业一片大好，似乎只要是做芯片的，都能享受到供应短缺的涨价红利，但事实并非如此。</p>\n<p>什么样的芯片会涨价？</p>\n<p>研究公司Natixis亚太区首席经济学家 Alicia Garcia-Herrero 表示，全球缺芯不假，短期内无法解决也是真的；各行各业，包括电子产品、汽车制造、农具生产等等都受到极大影响。但是，尽管缺芯影响是全方位的，但真正涨价“赚大钱”的只有少数几种芯片而已。</p>\n<p>Alicia Garcia-Herrero 表示，尽管很多行业都受到缺芯的影响，但有些行业的芯片供应还是过剩的。她对媒体表示，<b>其实底端芯片的产能是过剩的，这部分芯片的价格不但难以上涨，还非常有可能下跌。</b><b>但是性能更好、与5G和电动车相关的芯片，才是真正被需要的且会涨价的芯片</b><b>，只有能够设计、制造这两种芯片的企业才会赚到钱。另外，芯片的上游原材料供应商也会享受久违的“芯片超级通胀周期”的红利。</b></p>\n<p>全球缺芯的原因是多方面的。但有一点是确定的，所有的驱动因素短期内都不会有结局方案。目前的芯片格局是，美国有很多芯片设计公司，但全球大部分芯片都由中国台湾、韩国和中国大陆制造。这种分工格局，在当前的情况下面临诸多风险，涨价是唯一可预见的结果。</p>\n<p>它们已经赚到芯片涨价的钱！</p>\n<p>市场研究公司TrendForce的数据显示，全球10大芯片制造公司一季度总营收多达至227.5亿美元！其中，台积电独占全球芯片制造营收的57%至129亿美元。细分来看，7、12和16纳米芯片是该公司的主要收入来源。另外，中芯国际一季度收入增长15%至11亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/5dceb10b8f1b0b6b70a0de58e4f339c0\" tg-width=\"796\" tg-height=\"536\" referrerpolicy=\"no-referrer\"></p>\n<p>TrendForce认为，在2021年上半年，芯片制造商没有进行显著的产能扩张，但在2021年第二季度，芯片需求强劲，这意味着芯片制造商将继续保持满载产能，收入仍然可期。</p>\n<p>另一方面，一些国家的政府直接要求芯片制造厂，在安排生产时优先考虑汽车芯片。这将进一步收紧分配给其他非汽车应用芯片的制造产能。总体而言，TrendForce预计，前十大芯片制造商的季度总收入将在2021年第二季度环比增长1-3%，再次达到历史最高水平。</p>\n<p>韩国5月的出口数据也说明这一点。数据显示，韩国5月份芯片出口年环比增长24.5%，连续第11个月增长，汽车出货量飙升93.7%。</p>\n<p>美国银行（Bank of America）近期研报表示，随着各国从新冠病毒大流行中复苏，5G将成为一个大趋势。芯片是智能手机的重要组成部分，也是5G技术作为下一代移动互联网，具有超快的下载和上传速度的必备零部件。</p>\n<p>美国银行分析师Vivek Arya为首的团队称，5G可能是最终的“重新开放”主题，因为消费者冒险外出，要求更快的蜂窝宽带覆盖和容量。该机构估计，去年只有约20%的智能手机拥有5G技术，但到2021年这一比例将增至40%。</p>\n<p>如果5G手机进一步普及，那么7纳米以及更先进制程的芯片预计会迎来爆发增长。</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>尽管全球缺芯，但只有两种芯片会涨价</title>\n<style 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}\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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\n尽管全球缺芯，但只有两种芯片会涨价\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2021-06-04 12:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>全球缺芯，以芯片为支柱产业的韩国，5月出口创下32年来最大增幅；季度，全球10大芯片制造公司的季度总营收飙升至创历史记录的227.5亿美元。看起来，芯片行业一片大好，似乎只要是做芯片的，都能享受到供应短缺的涨价红利，但事实并非如此。</p>\n<p>什么样的芯片会涨价？</p>\n<p>研究公司Natixis亚太区首席经济学家 Alicia Garcia-Herrero 表示，全球缺芯不假，短期内无法解决也是真的；各行各业，包括电子产品、汽车制造、农具生产等等都受到极大影响。但是，尽管缺芯影响是全方位的，但真正涨价“赚大钱”的只有少数几种芯片而已。</p>\n<p>Alicia Garcia-Herrero 表示，尽管很多行业都受到缺芯的影响，但有些行业的芯片供应还是过剩的。她对媒体表示，<b>其实底端芯片的产能是过剩的，这部分芯片的价格不但难以上涨，还非常有可能下跌。</b><b>但是性能更好、与5G和电动车相关的芯片，才是真正被需要的且会涨价的芯片</b><b>，只有能够设计、制造这两种芯片的企业才会赚到钱。另外，芯片的上游原材料供应商也会享受久违的“芯片超级通胀周期”的红利。</b></p>\n<p>全球缺芯的原因是多方面的。但有一点是确定的，所有的驱动因素短期内都不会有结局方案。目前的芯片格局是，美国有很多芯片设计公司，但全球大部分芯片都由中国台湾、韩国和中国大陆制造。这种分工格局，在当前的情况下面临诸多风险，涨价是唯一可预见的结果。</p>\n<p>它们已经赚到芯片涨价的钱！</p>\n<p>市场研究公司TrendForce的数据显示，全球10大芯片制造公司一季度总营收多达至227.5亿美元！其中，台积电独占全球芯片制造营收的57%至129亿美元。细分来看，7、12和16纳米芯片是该公司的主要收入来源。另外，中芯国际一季度收入增长15%至11亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/5dceb10b8f1b0b6b70a0de58e4f339c0\" tg-width=\"796\" tg-height=\"536\" referrerpolicy=\"no-referrer\"></p>\n<p>TrendForce认为，在2021年上半年，芯片制造商没有进行显著的产能扩张，但在2021年第二季度，芯片需求强劲，这意味着芯片制造商将继续保持满载产能，收入仍然可期。</p>\n<p>另一方面，一些国家的政府直接要求芯片制造厂，在安排生产时优先考虑汽车芯片。这将进一步收紧分配给其他非汽车应用芯片的制造产能。总体而言，TrendForce预计，前十大芯片制造商的季度总收入将在2021年第二季度环比增长1-3%，再次达到历史最高水平。</p>\n<p>韩国5月的出口数据也说明这一点。数据显示，韩国5月份芯片出口年环比增长24.5%，连续第11个月增长，汽车出货量飙升93.7%。</p>\n<p>美国银行（Bank of America）近期研报表示，随着各国从新冠病毒大流行中复苏，5G将成为一个大趋势。芯片是智能手机的重要组成部分，也是5G技术作为下一代移动互联网，具有超快的下载和上传速度的必备零部件。</p>\n<p>美国银行分析师Vivek Arya为首的团队称，5G可能是最终的“重新开放”主题，因为消费者冒险外出，要求更快的蜂窝宽带覆盖和容量。该机构估计，去年只有约20%的智能手机拥有5G技术，但到2021年这一比例将增至40%。</p>\n<p>如果5G手机进一步普及，那么7纳米以及更先进制程的芯片预计会迎来爆发增长。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8c95dc9b62af63b498dce2238fb18ba3","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140801821","content_text":"全球缺芯，以芯片为支柱产业的韩国，5月出口创下32年来最大增幅；季度，全球10大芯片制造公司的季度总营收飙升至创历史记录的227.5亿美元。看起来，芯片行业一片大好，似乎只要是做芯片的，都能享受到供应短缺的涨价红利，但事实并非如此。\n什么样的芯片会涨价？\n研究公司Natixis亚太区首席经济学家 Alicia Garcia-Herrero 表示，全球缺芯不假，短期内无法解决也是真的；各行各业，包括电子产品、汽车制造、农具生产等等都受到极大影响。但是，尽管缺芯影响是全方位的，但真正涨价“赚大钱”的只有少数几种芯片而已。\nAlicia Garcia-Herrero 表示，尽管很多行业都受到缺芯的影响，但有些行业的芯片供应还是过剩的。她对媒体表示，其实底端芯片的产能是过剩的，这部分芯片的价格不但难以上涨，还非常有可能下跌。但是性能更好、与5G和电动车相关的芯片，才是真正被需要的且会涨价的芯片，只有能够设计、制造这两种芯片的企业才会赚到钱。另外，芯片的上游原材料供应商也会享受久违的“芯片超级通胀周期”的红利。\n全球缺芯的原因是多方面的。但有一点是确定的，所有的驱动因素短期内都不会有结局方案。目前的芯片格局是，美国有很多芯片设计公司，但全球大部分芯片都由中国台湾、韩国和中国大陆制造。这种分工格局，在当前的情况下面临诸多风险，涨价是唯一可预见的结果。\n它们已经赚到芯片涨价的钱！\n市场研究公司TrendForce的数据显示，全球10大芯片制造公司一季度总营收多达至227.5亿美元！其中，台积电独占全球芯片制造营收的57%至129亿美元。细分来看，7、12和16纳米芯片是该公司的主要收入来源。另外，中芯国际一季度收入增长15%至11亿美元。\n\nTrendForce认为，在2021年上半年，芯片制造商没有进行显著的产能扩张，但在2021年第二季度，芯片需求强劲，这意味着芯片制造商将继续保持满载产能，收入仍然可期。\n另一方面，一些国家的政府直接要求芯片制造厂，在安排生产时优先考虑汽车芯片。这将进一步收紧分配给其他非汽车应用芯片的制造产能。总体而言，TrendForce预计，前十大芯片制造商的季度总收入将在2021年第二季度环比增长1-3%，再次达到历史最高水平。\n韩国5月的出口数据也说明这一点。数据显示，韩国5月份芯片出口年环比增长24.5%，连续第11个月增长，汽车出货量飙升93.7%。\n美国银行（Bank of America）近期研报表示，随着各国从新冠病毒大流行中复苏，5G将成为一个大趋势。芯片是智能手机的重要组成部分，也是5G技术作为下一代移动互联网，具有超快的下载和上传速度的必备零部件。\n美国银行分析师Vivek 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