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- McWesMcWes
  ·2021-08-04
  EV Stock!!
  非常抱歉，此主贴已删除
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- McWesMcWes
  ·2021-07-25
  Agreed
  非常抱歉，此主贴已删除
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- McWesMcWes
  ·2021-07-22
  Thank for the info
  Nasdaq Sees $1.5 Billion of Demand for New Trading Platform<blockquote>纳斯达克预计新交易平台的需求为 15 亿美元</blockquote>
  (Bloomberg) -- Nasdaq Inc.’s new trading venue for closely held companies has plans to grow quickly
  Nasdaq Sees $1.5 Billion of Demand for New Trading Platform<blockquote>纳斯达克预计新交易平台的需求为 15 亿美元</blockquote>
  3,172 评论
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- McWesMcWes
  ·2021-07-22
  Like pls
  非常抱歉，此主贴已删除
  3,537 3
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- McWesMcWes
  ·2021-07-21
  Like pls
  非常抱歉，此主贴已删除
  2,163 评论
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- McWesMcWes
  ·2021-07-15
  It is really promising.
  Taiwan Semiconductor Manufacturing Reports Earnings Thursday. Here’s What to Expect.<blockquote>台积电周四公布财报。以下是可以期待的。</blockquote>
  With any luck, investors will get some fresh insight about the global chip shortage Thursday when Ta
  Taiwan Semiconductor Manufacturing Reports Earnings Thursday. Here’s What to Expect.<blockquote>台积电周四公布财报。以下是可以期待的。</blockquote>
  2,551 评论
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- McWesMcWes
  ·2021-07-13
  Like and comment pls
  非常抱歉，此主贴已删除
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- McWesMcWes
  ·2021-07-12
  Like and share
  非常抱歉，此主贴已删除
  2,473 1
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- McWesMcWes
  ·2021-07-12
  Good move Elon!
  非常抱歉，此主贴已删除
  3,894 评论
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- McWesMcWes
  ·2021-07-11
  No point to replace. But a new one is their objective.
  非常抱歉，此主贴已删除
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Stock!!","listText":"EV Stock!!","text":"EV Stock!!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/890026353","repostId":"2156282201","repostType":4,"isVote":1,"tweetType":1,"viewCount":2845,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":177997172,"gmtCreate":1627174418596,"gmtModify":1631891476142,"author":{"id":"3575537958076350","authorId":"3575537958076350","name":"McWes","avatar":"https://static.tigerbbs.com/d5e2759867585d32f8e2f72ef14a0a59","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575537958076350","authorIdStr":"3575537958076350"},"themes":[],"title":"","htmlText":"Agreed","listText":"Agreed","text":"Agreed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/177997172","repostId":"1109439356","repostType":4,"isVote":1,"tweetType":1,"viewCount":2009,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172361241,"gmtCreate":1626937287683,"gmtModify":1631891476151,"author":{"id":"3575537958076350","authorId":"3575537958076350","name":"McWes","avatar":"https://static.tigerbbs.com/d5e2759867585d32f8e2f72ef14a0a59","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575537958076350","authorIdStr":"3575537958076350"},"themes":[],"title":"","htmlText":"Thank for the info","listText":"Thank for the info","text":"Thank for the info","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172361241","repostId":"1196003219","repostType":4,"repost":{"id":"1196003219","kind":"news","pubTimestamp":1626937070,"share":"https://www.laohunote.com/m/news/1196003219?lang=zh_CN&edition=full","pubTime":"2021-07-22 14:57","market":"us","language":"en","title":"Nasdaq Sees $1.5 Billion of Demand for New Trading Platform<blockquote>纳斯达克预计新交易平台的需求为 15 亿美元</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1196003219","media":"Bloomberg","summary":"(Bloomberg) -- Nasdaq Inc.’s new trading venue for closely held companies has plans to grow quickly ","content":"<p><div> (Bloomberg) -- Nasdaq Inc.’s new trading venue for closely held companies has plans to grow quickly and go global, Chief Executive Officer Adena Friedman said Wednesday. The platform could capture $...</p><p><blockquote><div>(彭博社）--纳斯达克公司首席执行官阿德娜-弗里德曼（Adena Friedman）周三表示，该公司为少数持股公司设立的新交易场所计划快速发展并走向全球。该平台可以捕获$...</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/nasdaq-sees-1-5-billion-143354547.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/nasdaq-sees-1-5-billion-143354547.html\">网页连接</a></blockquote></p><p></p>","source":"lsy1612507957220","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>Nasdaq Sees $1.5 Billion of Demand for New Trading Platform<blockquote>纳斯达克预计新交易平台的需求为 15 亿美元</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\">\nNasdaq Sees $1.5 Billion of Demand for New Trading Platform<blockquote>纳斯达克预计新交易平台的需求为 15 亿美元</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Bloomberg</strong><span class=\"h-time small\">2021-07-22 14:57</span>\n</p>\n</h4>\n</header>\n<article>\n<p><div> (Bloomberg) -- Nasdaq Inc.’s new trading venue for closely held companies has plans to grow quickly and go global, Chief Executive Officer Adena Friedman said Wednesday. The platform could capture $...</p><p><blockquote><div>(彭博社）--纳斯达克公司首席执行官阿德娜-弗里德曼（Adena Friedman）周三表示，该公司为少数持股公司设立的新交易场所计划快速发展并走向全球。该平台可以捕获$...</div></blockquote></p><p>  <a href=\"https://finance.yahoo.com/news/nasdaq-sees-1-5-billion-143354547.html\">网页链接</a>  </div> </p><p><blockquote><a href=\"https://finance.yahoo.com/news/nasdaq-sees-1-5-billion-143354547.html\">网页连接</a></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://finance.yahoo.com/news/nasdaq-sees-1-5-billion-143354547.html\">Bloomberg</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":{".IXIC":"NASDAQ Composite"},"source_url":"https://finance.yahoo.com/news/nasdaq-sees-1-5-billion-143354547.html","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196003219","content_text":"(Bloomberg) -- Nasdaq Inc.’s new trading venue for closely held companies has plans to grow quickly and go global, Chief Executive Officer Adena Friedman said Wednesday.\nThe platform could capture $500 million to $1.5 billion of market demand, Friedman said in a Bloomberg Television interview Wednesday. Nasdaq announced the joint venture with SVB Financial Group, Citigroup Inc., Goldman Sachs Group Inc. and Morgan Stanley on Tuesday.\nWe “see a huge opportunity in the private-liquidity landscape,” Friedman said. Companies are looking at staying private longer while finding ways to provide liquidity for investors and employees, she said. The total opportunity has yet to be determined but is “very large.”\nDemand for investing in private companies has grown in recent years along with a boom in novel ways to bring them public, including the use of blank-check firms. Nasdaq said its platform will give closely held companies, brokers and investors the ability to access, manage and execute their stock transactions through a global marketplace, which will in turn increase liquidity.\nNasdaq is considering expanding the joint venture over time with additional banks who can contribute investment dollars to the business, particularly overseas, executives said on a call with analysts earlier Wednesday. The New York-based company is looking to eventually take the platform worldwide, which would require accreditation for institutional investors, they said.\nThe program isn’t yet “a global platform at this point, but it’s certainly something we have on the agenda,” Friedman said on the call.\nNasdaq, which is contributing its Nasdaq Private Market to the joint venture, will remain the largest shareholder of the standalone company after the deal is completed, Friedman said. The business reported $20 million in revenue over the past 12 months.\nThe joint venture should be completed quickly, with approval already underway, Friedman said. “We’re seeing a lot of interesting and additional interest from institutional investors and other shareholders to use the Nasdaq Private Market for price discovery, continuous trading” and other programs, she said.\nShares of Nasdaq rose as much as 3.4% Wednesday morning after the company reported that second-quarter revenue climbed 21% from a year earlier, supported by growth in its market-services and solutions divisions.\nLooking ahead, Nasdaq hopes to have a more “direct relationship” with retail brokers and have order flow come directly to Nasdaq, Friedman said on Bloomberg Television. In Europe, where the company owns and operates markets in Nordic countries, most retail volume comes directly, and those orders “get to be part of the price discovery,” she said.\nAlso among Friedman’s comments from the television interview:\nDemand for public-market listings is “as strong” as it was six months ago, she said.China’s reworked foreign listing rules may have an impact on Nasdaq “in the short term” as new criteria are developed, Friedman said. “But we continue to have very active dialog with Chinese companies expecting to be able to come to the U.S. markets in the second half of the year.”","news_type":1,"symbols_score_info":{".IXIC":0.9}},"isVote":1,"tweetType":1,"viewCount":3172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":172361923,"gmtCreate":1626937235362,"gmtModify":1631891476162,"author":{"id":"3575537958076350","authorId":"3575537958076350","name":"McWes","avatar":"https://static.tigerbbs.com/d5e2759867585d32f8e2f72ef14a0a59","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575537958076350","authorIdStr":"3575537958076350"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/172361923","repostId":"2153477496","repostType":4,"isVote":1,"tweetType":1,"viewCount":3537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178868779,"gmtCreate":1626797913891,"gmtModify":1631891476176,"author":{"id":"3575537958076350","authorId":"3575537958076350","name":"McWes","avatar":"https://static.tigerbbs.com/d5e2759867585d32f8e2f72ef14a0a59","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575537958076350","authorIdStr":"3575537958076350"},"themes":[],"title":"","htmlText":"Like pls","listText":"Like pls","text":"Like pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/178868779","repostId":"2152657163","repostType":4,"isVote":1,"tweetType":1,"viewCount":2163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147052867,"gmtCreate":1626322540859,"gmtModify":1631891476200,"author":{"id":"3575537958076350","authorId":"3575537958076350","name":"McWes","avatar":"https://static.tigerbbs.com/d5e2759867585d32f8e2f72ef14a0a59","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575537958076350","authorIdStr":"3575537958076350"},"themes":[],"title":"","htmlText":"It is really promising.","listText":"It is really promising.","text":"It is really promising.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/147052867","repostId":"1138248041","repostType":4,"repost":{"id":"1138248041","kind":"news","pubTimestamp":1626319474,"share":"https://www.laohunote.com/m/news/1138248041?lang=zh_CN&edition=full","pubTime":"2021-07-15 11:24","market":"us","language":"en","title":"Taiwan Semiconductor Manufacturing Reports Earnings Thursday. Here’s What to Expect.<blockquote>台积电周四公布财报。以下是可以期待的。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1138248041","media":"Barron's","summary":"With any luck, investors will get some fresh insight about the global chip shortage Thursday when Ta","content":"<p>With any luck, investors will get some fresh insight about the global chip shortage Thursday when Taiwan Semiconductor Manufacturing reports earnings—and about whether the company is still on track to pour billions into meeting demand.</p><p><blockquote>如果幸运的话，投资者将在周四台积电公布财报时对全球芯片短缺问题有一些新的认识，以及该公司是否仍有望投入数十亿美元来满足需求。</blockquote></p><p> But if the chip maker’s executives stick with their tradition of being tight-lipped, investors might not get much more than the numbers for insight.</p><p><blockquote>但是，如果这家芯片制造商的高管们坚持守口如瓶的传统，投资者可能只能从数字中获得更多的洞察力。</blockquote></p><p> Wall Street has high expectations for Taiwan Semi (ticker: TSM), which is set to release second-quarter results before the opening bell.</p><p><blockquote>华尔街对台森（股票代码：TSM）寄予厚望，该公司将在开盘前发布第二季度业绩。</blockquote></p><p> The consensus calls for earnings to grow nearly 13% to NT$5.24 a share on revenue of NT$371.7 billion ($13.3 billion), an increase of 19% compared to the year-ago period. Revenue is all but a lock because Taiwan Semi discloses its monthly figure every month—that sum is about NT$372 billion.</p><p><blockquote>评级普遍预期盈利将增长近 13%，达到每股 5.24 新台币，营收为 3717 亿新台币（133 亿美元），比去年同期增长 19%。营收几乎是锁定的，因为台湾森美每个月都会披露其月度数字——这个数字大约是新台币3720亿元。</blockquote></p><p> Earlier this year, Taiwan Semi executives increased the company’s 2021 capital spending plan to $30 billion, from an expected $25 billion to $28 billion—and put the three-year figure at $100 billion.</p><p><blockquote>今年早些时候，Taiwan Semi 高管将公司 2021 年的资本支出计划从预期的 250 亿美元提高到 300 亿美元，并将三年内的数字定为 1000 亿美元。</blockquote></p><p> The company will divert most of the capital spending cash to building manufacturing capacity for its most advanced processors used by Advanced Micro Devices (AMD), Apple (AAPL), and Intel (INTC).</p><p><blockquote>该公司将把大部分资本支出现金用于建设先进微设备公司 (AMD)、苹果 (AAPL) 和英特尔 (INTC) 使用的最先进处理器的制造能力。</blockquote></p><p> J.P. Morgan analyst Gokul Hariharan expects Apple to contribute a hefty amount to Taiwan Semi’s sales since Apple’s new iPhone and Mac processors are manufactured by Taiwan chip giant. The analyst didn’t offer an dollar estimate, though.</p><p><blockquote>摩根大通（J.P. Morgan）分析师戈库尔-哈里哈兰（Gokul Hariharan）预计，由于苹果的新 iPhone 和 Mac 处理器都是由这家台湾芯片巨头制造的，因此苹果将为台湾半导体的销售额做出巨大贡献。不过，这位分析师没有提供美元估算。</blockquote></p><p> Bernstein analyst Mark Li sees a risk for Taiwan Semi in the possible slowing of demand for smartphone and cryptocurrency mining chips. He softened his assessment, however, by pointing out that the company’s older processing manufacturing capacity would be full, and that Apple could be expected to make a big contribution to third-quarter revenue. Li predicts Taiwan Semi may grow revenue about 15% in 2022.</p><p><blockquote>Bernstein 分析师 Mark Li 认为，台湾半导体面临的风险在于智能手机和加密货币挖矿芯片的需求可能放缓。不过，他软化了评估，指出公司老旧的加工制造产能将满负荷运转，预计苹果将为第三季度收入做出巨大贡献。李预测，台湾半导体2022年收入可能增长约15%。</blockquote></p><p> If Taiwan Semi executives do talk about the future, they could touch on the company’s new 3-nanometer production technology. Intel and Apple may be the first two companies to adopt the technology, according to Nikkei Asia, a financial news website. Mass production is set to begin in 2022, with Intel taking more chip volume than Apple, the report said.</p><p><blockquote>如果台湾半导体公司的高管真的在谈论未来，他们可能会谈到该公司新的 3 纳米生产技术。据财经新闻网站《日经亚洲》报道，英特尔和苹果可能是首批采用该技术的两家公司。报告称，量产将于 2022 年开始，英特尔的芯片产量将超过苹果。</blockquote></p><p> New Street Research analyst Pierre Ferragu writes that Intel’s decision to outsource production to Taiwan Semi “remains more tactical than strategic.” Given the report in Nikkei, Intel appears to be adopting the production technology ahead of AMD, Ferragu said.</p><p><blockquote>New Street Research 分析师皮埃尔-费拉古（Pierre Ferragu）写道，英特尔将生产外包给台湾半导体的决定 “仍然是战术性的，而不是战略性的”。Ferragu 表示，鉴于《日经新闻》的报道，英特尔似乎领先于 AMD 采用了生产技术。</blockquote></p><p> Of the analysts that cover Taiwan Semi, 34 rate the stock a Buy, and three have Hold ratings. There are no Sell ratings. The average target price for American depositary receipts is $146.18, which implies upside of about 17%.</p><p><blockquote>在研究 Taiwan Semi 的分析师中，34 名分析师给予该股买入评级，3 名分析师给予持有评级。没有卖出评级。美国存托凭证的平均目标价为 146.18 美元，这意味着上涨空间约为 17%。</blockquote></p><p> Taiwan Semi shares advanced roughly 90% this year, as the PHLX Semiconductor index, or Sox, gained about 63%.</p><p><blockquote>台股今年上涨了约 90%，PHLX 半导体指数 (Sox) 上涨了约 63%。</blockquote></p><p></p>","source":"lsy1610680873436","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>Taiwan Semiconductor Manufacturing Reports Earnings Thursday. Here’s What to Expect.<blockquote>台积电周四公布财报。以下是可以期待的。</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\">\nTaiwan Semiconductor Manufacturing Reports Earnings Thursday. Here’s What to Expect.<blockquote>台积电周四公布财报。以下是可以期待的。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barron's</strong><span class=\"h-time small\">2021-07-15 11:24</span>\n</p>\n</h4>\n</header>\n<article>\n<p>With any luck, investors will get some fresh insight about the global chip shortage Thursday when Taiwan Semiconductor Manufacturing reports earnings—and about whether the company is still on track to pour billions into meeting demand.</p><p><blockquote>如果幸运的话，投资者将在周四台积电公布财报时对全球芯片短缺问题有一些新的认识，以及该公司是否仍有望投入数十亿美元来满足需求。</blockquote></p><p> But if the chip maker’s executives stick with their tradition of being tight-lipped, investors might not get much more than the numbers for insight.</p><p><blockquote>但是，如果这家芯片制造商的高管们坚持守口如瓶的传统，投资者可能只能从数字中获得更多的洞察力。</blockquote></p><p> Wall Street has high expectations for Taiwan Semi (ticker: TSM), which is set to release second-quarter results before the opening bell.</p><p><blockquote>华尔街对台森（股票代码：TSM）寄予厚望，该公司将在开盘前发布第二季度业绩。</blockquote></p><p> The consensus calls for earnings to grow nearly 13% to NT$5.24 a share on revenue of NT$371.7 billion ($13.3 billion), an increase of 19% compared to the year-ago period. Revenue is all but a lock because Taiwan Semi discloses its monthly figure every month—that sum is about NT$372 billion.</p><p><blockquote>评级普遍预期盈利将增长近 13%，达到每股 5.24 新台币，营收为 3717 亿新台币（133 亿美元），比去年同期增长 19%。营收几乎是锁定的，因为台湾森美每个月都会披露其月度数字——这个数字大约是新台币3720亿元。</blockquote></p><p> Earlier this year, Taiwan Semi executives increased the company’s 2021 capital spending plan to $30 billion, from an expected $25 billion to $28 billion—and put the three-year figure at $100 billion.</p><p><blockquote>今年早些时候，Taiwan Semi 高管将公司 2021 年的资本支出计划从预期的 250 亿美元提高到 300 亿美元，并将三年内的数字定为 1000 亿美元。</blockquote></p><p> The company will divert most of the capital spending cash to building manufacturing capacity for its most advanced processors used by Advanced Micro Devices (AMD), Apple (AAPL), and Intel (INTC).</p><p><blockquote>该公司将把大部分资本支出现金用于建设先进微设备公司 (AMD)、苹果 (AAPL) 和英特尔 (INTC) 使用的最先进处理器的制造能力。</blockquote></p><p> J.P. Morgan analyst Gokul Hariharan expects Apple to contribute a hefty amount to Taiwan Semi’s sales since Apple’s new iPhone and Mac processors are manufactured by Taiwan chip giant. The analyst didn’t offer an dollar estimate, though.</p><p><blockquote>摩根大通（J.P. Morgan）分析师戈库尔-哈里哈兰（Gokul Hariharan）预计，由于苹果的新 iPhone 和 Mac 处理器都是由这家台湾芯片巨头制造的，因此苹果将为台湾半导体的销售额做出巨大贡献。不过，这位分析师没有提供美元估算。</blockquote></p><p> Bernstein analyst Mark Li sees a risk for Taiwan Semi in the possible slowing of demand for smartphone and cryptocurrency mining chips. He softened his assessment, however, by pointing out that the company’s older processing manufacturing capacity would be full, and that Apple could be expected to make a big contribution to third-quarter revenue. Li predicts Taiwan Semi may grow revenue about 15% in 2022.</p><p><blockquote>Bernstein 分析师 Mark Li 认为，台湾半导体面临的风险在于智能手机和加密货币挖矿芯片的需求可能放缓。不过，他软化了评估，指出公司老旧的加工制造产能将满负荷运转，预计苹果将为第三季度收入做出巨大贡献。李预测，台湾半导体2022年收入可能增长约15%。</blockquote></p><p> If Taiwan Semi executives do talk about the future, they could touch on the company’s new 3-nanometer production technology. Intel and Apple may be the first two companies to adopt the technology, according to Nikkei Asia, a financial news website. Mass production is set to begin in 2022, with Intel taking more chip volume than Apple, the report said.</p><p><blockquote>如果台湾半导体公司的高管真的在谈论未来，他们可能会谈到该公司新的 3 纳米生产技术。据财经新闻网站《日经亚洲》报道，英特尔和苹果可能是首批采用该技术的两家公司。报告称，量产将于 2022 年开始，英特尔的芯片产量将超过苹果。</blockquote></p><p> New Street Research analyst Pierre Ferragu writes that Intel’s decision to outsource production to Taiwan Semi “remains more tactical than strategic.” Given the report in Nikkei, Intel appears to be adopting the production technology ahead of AMD, Ferragu said.</p><p><blockquote>New Street Research 分析师皮埃尔-费拉古（Pierre Ferragu）写道，英特尔将生产外包给台湾半导体的决定 “仍然是战术性的，而不是战略性的”。Ferragu 表示，鉴于《日经新闻》的报道，英特尔似乎领先于 AMD 采用了生产技术。</blockquote></p><p> Of the analysts that cover Taiwan Semi, 34 rate the stock a Buy, and three have Hold ratings. There are no Sell ratings. The average target price for American depositary receipts is $146.18, which implies upside of about 17%.</p><p><blockquote>在研究 Taiwan Semi 的分析师中，34 名分析师给予该股买入评级，3 名分析师给予持有评级。没有卖出评级。美国存托凭证的平均目标价为 146.18 美元，这意味着上涨空间约为 17%。</blockquote></p><p> Taiwan Semi shares advanced roughly 90% this year, as the PHLX Semiconductor index, or Sox, gained about 63%.</p><p><blockquote>台股今年上涨了约 90%，PHLX 半导体指数 (Sox) 上涨了约 63%。</blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/taiwan-semiconductor-manufacturing-earnings-51626299252?mod=hp_LATEST\">Barron's</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":{"TSM":"台积电"},"source_url":"https://www.barrons.com/articles/taiwan-semiconductor-manufacturing-earnings-51626299252?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138248041","content_text":"With any luck, investors will get some fresh insight about the global chip shortage Thursday when Taiwan Semiconductor Manufacturing reports earnings—and about whether the company is still on track to pour billions into meeting demand.\nBut if the chip maker’s executives stick with their tradition of being tight-lipped, investors might not get much more than the numbers for insight.\nWall Street has high expectations for Taiwan Semi (ticker: TSM), which is set to release second-quarter results before the opening bell.\nThe consensus calls for earnings to grow nearly 13% to NT$5.24 a share on revenue of NT$371.7 billion ($13.3 billion), an increase of 19% compared to the year-ago period. Revenue is all but a lock because Taiwan Semi discloses its monthly figure every month—that sum is about NT$372 billion.\nEarlier this year, Taiwan Semi executives increased the company’s 2021 capital spending plan to $30 billion, from an expected $25 billion to $28 billion—and put the three-year figure at $100 billion.\nThe company will divert most of the capital spending cash to building manufacturing capacity for its most advanced processors used by Advanced Micro Devices (AMD), Apple (AAPL), and Intel (INTC).\nJ.P. Morgan analyst Gokul Hariharan expects Apple to contribute a hefty amount to Taiwan Semi’s sales since Apple’s new iPhone and Mac processors are manufactured by Taiwan chip giant. The analyst didn’t offer an dollar estimate, though.\nBernstein analyst Mark Li sees a risk for Taiwan Semi in the possible slowing of demand for smartphone and cryptocurrency mining chips. He softened his assessment, however, by pointing out that the company’s older processing manufacturing capacity would be full, and that Apple could be expected to make a big contribution to third-quarter revenue. Li predicts Taiwan Semi may grow revenue about 15% in 2022.\nIf Taiwan Semi executives do talk about the future, they could touch on the company’s new 3-nanometer production technology. Intel and Apple may be the first two companies to adopt the technology, according to Nikkei Asia, a financial news website. Mass production is set to begin in 2022, with Intel taking more chip volume than Apple, the report said.\nNew Street Research analyst Pierre Ferragu writes that Intel’s decision to outsource production to Taiwan Semi “remains more tactical than strategic.” Given the report in Nikkei, Intel appears to be adopting the production technology ahead of AMD, Ferragu said.\nOf the analysts that cover Taiwan Semi, 34 rate the stock a Buy, and three have Hold ratings. There are no Sell ratings. The average target price for American depositary receipts is $146.18, which implies upside of about 17%.\nTaiwan Semi shares advanced roughly 90% this year, as the PHLX Semiconductor index, or Sox, gained about 63%.","news_type":1,"symbols_score_info":{"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":2551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142386138,"gmtCreate":1626132698124,"gmtModify":1631891476210,"author":{"id":"3575537958076350","authorId":"3575537958076350","name":"McWes","avatar":"https://static.tigerbbs.com/d5e2759867585d32f8e2f72ef14a0a59","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575537958076350","authorIdStr":"3575537958076350"},"themes":[],"title":"","htmlText":"Like and comment pls","listText":"Like and comment pls","text":"Like and comment pls","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/142386138","repostId":"2151537170","repostType":4,"isVote":1,"tweetType":1,"viewCount":3271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142011652,"gmtCreate":1626103463176,"gmtModify":1631891476221,"author":{"id":"3575537958076350","authorId":"3575537958076350","name":"McWes","avatar":"https://static.tigerbbs.com/d5e2759867585d32f8e2f72ef14a0a59","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575537958076350","authorIdStr":"3575537958076350"},"themes":[],"title":"","htmlText":"Like and share","listText":"Like and share","text":"Like and share","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/142011652","repostId":"2150314405","repostType":4,"isVote":1,"tweetType":1,"viewCount":2473,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":142013674,"gmtCreate":1626103403898,"gmtModify":1631891476232,"author":{"id":"3575537958076350","authorId":"3575537958076350","name":"McWes","avatar":"https://static.tigerbbs.com/d5e2759867585d32f8e2f72ef14a0a59","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575537958076350","authorIdStr":"3575537958076350"},"themes":[],"title":"","htmlText":"Good move Elon!","listText":"Good move Elon!","text":"Good move Elon!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/142013674","repostId":"2150313455","repostType":4,"isVote":1,"tweetType":1,"viewCount":3894,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148716343,"gmtCreate":1626016332682,"gmtModify":1631883982880,"author":{"id":"3575537958076350","authorId":"3575537958076350","name":"McWes","avatar":"https://static.tigerbbs.com/d5e2759867585d32f8e2f72ef14a0a59","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575537958076350","authorIdStr":"3575537958076350"},"themes":[],"title":"","htmlText":"No point to replace. But a new one is their objective.","listText":"No point to replace. But a new one is their objective.","text":"No point to replace. But a new one is their objective.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/148716343","repostId":"1166379040","repostType":4,"isVote":1,"tweetType":1,"viewCount":3146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}