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Win2彰恒
投资股市=财务自由
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Win2彰恒
Win2彰恒
·
2021-10-25
Ys
非常抱歉,此主贴已删除
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Win2彰恒
Win2彰恒
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2021-10-23
Good
摩根大通联席总裁兼首席运管官:预计美联储将于2022年后期加息
摩根大通联席总裁兼首席运营官Daniel PINTO在第三届“外滩金融峰会”上表示,未来通货膨胀和财政形势剧烈变动,是需要密切关注的风险。目前采取的一些货币刺激措施以及其他方面的支持可能会在2022年,甚至2023年继续推动经济增长。 “我认为各大央行已经基本控制住了局面,我们会看到欧洲央行,也包括美联储,会在2022年后期升息,”Daniel PINTO表示。
摩根大通联席总裁兼首席运管官:预计美联储将于2022年后期加息
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Win2彰恒
Win2彰恒
·
2021-10-14
Nem
Sell Apple on iPhone Production-Cut Reports? Check the Chart.
Apple stock is falling for a fourth session, this time thanks to a report of a potential iPhone prod
Sell Apple on iPhone Production-Cut Reports? Check the Chart.
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Win2彰恒
Win2彰恒
·
2021-09-29
Yes
美光Q4:最强半导体周期股将迎来逆风?
@价值投资为王:
全球最大的存储芯片巨头美光科技在昨晚发布2021财年Q4(截止9月2日)财报,从营收和净利润上看,统统超出市场预期,但财报发布之后,美光股价一度重挫近8%!发生了什么?原来,虽然美光Q4财报亮眼,但存储芯片有巨大的周期属性,在过去的一年,受益于疫情推动居家办公、云服务需求暴涨,推升了美光业绩。然而,随着半导体供应链吃紧,部分零部件出现短缺,进而影响到PC厂商的需求,市场担忧美光会在明年陷入困局。市场的担忧并不为过,历史上看,美光业绩波动剧烈,业绩难以琢磨,稍有不慎,股价便是腰斩,将存储芯片称之为半导体最强周期股毫不为过!在Q4财报中,美光透露PC客户受到供应链短缺危机,影响到存储芯片的需求,预计2022年PC销量同比低个位数增长,而2021年是两位数的增长。目前,分析师和管理层的分歧在于,PC需求是短期下滑还是新的拐点形成,前者认为需要更多的数据验证,而管理层则认为PC客户遇到的问题会在几个月后得到解决。未来的事情,谁能说得准,不如从Q4财报着手,于细微处见真章。美光Q4营收82.74亿美元,同比增长36.6%,超出市场预期的82.24亿;净利润Q4斩获27.2亿美元,超出市场预期的25.63亿。公司认为,Q4实现了强劲的盈利能力和美光历史上第二高的季度收入!分部来看,动态随机存取存储器(DRAM)营收60.91亿美元,同比增长39%,占总营收的比重达到74%;计算机闪存设备(NAND)营收19.71亿美元,同比增长28.8%。与Q3相比,DRAM和NAND在销量上仅保持了低个位数增长,带动营收增速更多的是靠单价提升(ASP),Q4,DRAM和NAND都有中高个位数百分比的增长。从商业应用上看,计算和网络Q4营收37.94亿美元,同比增长26%;移动(MBU)营收18.92亿美元,同比增长29%;存储(SBU)营收12.03亿美元,同比增长32%;最惊艳的分部来自嵌入式(E
美光Q4:最强半导体周期股将迎来逆风?
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Win2彰恒
Win2彰恒
·
2021-09-29
Great ariticle, would you like to share it?
苹果(AAPL.O)盘前涨1.12%
苹果(AAPL.O)盘前涨1.12%,苹果客服称限电对iPhone 13暂无影响,可正常下单。
苹果(AAPL.O)盘前涨1.12%
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Win2彰恒
Win2彰恒
·
2021-09-27
Ok
非常抱歉,此主贴已删除
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Win2彰恒
Win2彰恒
·
2021-09-26
Await
蔚来公布ET7最新风阻系数0.208
蔚来于近日公布了旗下ET7车型的风洞测试成绩。数据显示,ET7风阻系数为0.208,进入全球量产车低风阻前二名。据介绍,蔚来ET7由来自三大洲的蔚来工程师联合开发。通过800余次空气动力学仿真模拟以及...
蔚来公布ET7最新风阻系数0.208
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Win2彰恒
Win2彰恒
·
2021-09-26
Agreed
非常抱歉,此主贴已删除
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Win2彰恒
Win2彰恒
·
2021-09-20
Yes keep holding the AMD
The 1 Value Stock I'm Buying Right Now
A new CEO is aiming to revitalize the aging chip company.
The 1 Value Stock I'm Buying Right Now
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Win2彰恒
Win2彰恒
·
2021-09-19
Tq
美国拟再捐5亿剂辉瑞疫苗! 拜登将办峰会呼吁世界一年内为70%人口完成接种
FX168财经报社(香港)讯 周日(9月19日),据两位知情人士透露,拜登政府正在与辉瑞公司谈判,再购买5亿剂新冠疫苗以捐赠给其他国家,这将使美国计划捐赠的疫苗数达到11.5亿剂。 美国政府与辉瑞谈判的消息出台...
美国拟再捐5亿剂辉瑞疫苗! 拜登将办峰会呼吁世界一年内为70%人口完成接种
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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摩根大通联席总裁兼首席运管官:预计美联储将于2022年后期加息\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-23 15:50 北京时间 <a href=https://finance.sina.com.cn/money/bank/bank_hydt/2021-10-23/doc-iktzqtyu3113331.shtml><strong>证券时报网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>记者 王君晖\n 摩根大通联席总裁兼首席运营官Daniel PINTO在第三届“外滩金融峰会”上表示,未来通货膨胀和财政形势剧烈变动,是需要密切关注的风险。\n Daniel PINTO表示,各国在财政支持和货币支持方面的综合措施,已经在经济衰退和疫情风险环境下走出了一条复苏之路,这是非常了不起的成就。目前采取的一些货币刺激措施以及其他方面的支持可能会在2022年,甚至2023年继续推动经济增长。...</p>\n\n<a href=\"https://finance.sina.com.cn/money/bank/bank_hydt/2021-10-23/doc-iktzqtyu3113331.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4ecccb954c9a03cd26d576ebec5c96d6","relate_stocks":{},"source_url":"https://finance.sina.com.cn/money/bank/bank_hydt/2021-10-23/doc-iktzqtyu3113331.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2177241067","content_text":"记者 王君晖\n 摩根大通联席总裁兼首席运营官Daniel PINTO在第三届“外滩金融峰会”上表示,未来通货膨胀和财政形势剧烈变动,是需要密切关注的风险。\n Daniel PINTO表示,各国在财政支持和货币支持方面的综合措施,已经在经济衰退和疫情风险环境下走出了一条复苏之路,这是非常了不起的成就。目前采取的一些货币刺激措施以及其他方面的支持可能会在2022年,甚至2023年继续推动经济增长。未来一两年内,世界经济增长速度将超过之前的趋势。\n 就中期风险而言,各种刺激政策将鼓励人们更加冒险并促进住房和投资方面的持久支出。随着时间的推移,必须解决支持增长的买方政策和控制通货膨胀的需要之间的矛盾。如果央行的增长规模与通胀率相比过高,市场功能将可能出现紊乱。\n Daniel PINTO表示,当前政府推出的各种财政支持计划产生了部分公共部门的赤字债务,各方希望这些措施可以在今后推动可持续的经济增长,但如果事与愿违,很多国家就会因此背负高负债和高财政赤字,这是未来几年的一个风险。\n Daniel PINTO认为,通货膨胀现象是暂时的,而不是永久的。随着各国央行逐步调整其货币政策,通胀率将会开始回落到更正常的水平。就美国而言,预计联储将在今年晚些时候减少购债。\n “我认为各大央行已经基本控制住了局面,我们会看到欧洲央行,也包括美联储,会在2022年后期升息,”Daniel PINTO表示。\n\n\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:陈嘉辉","news_type":1,"symbols_score_info":{"161125":0.6,"513500":0.6,".DJI":1,".IXIC":1,".SPX":0.6,"DDM":0.6,"DJX":0.6,"DOG":0.6,"DXD":0.6,"ESmain":0.6,"MNQmain":0.6,"NQmain":0.6,"IVV":0.6,"JPM":1,"OEF":0.6,"OEX":0.6,"PSQ":0.6,"QID":0.6,"QLD":0.6,"QQQ":0.6,"SDOW":0.6,"SDS":0.6,"SH":0.6,"SPXU":0.6,"SPY":1,"SQQQ":0.6,"SSO":0.6,"TQQQ":0.6,"UDOW":0.6,"UPRO":0.6}},"isVote":1,"tweetType":1,"viewCount":1261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825979856,"gmtCreate":1634195497341,"gmtModify":1634195497341,"author":{"id":"3577331412124275","authorId":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577331412124275","authorIdStr":"3577331412124275"},"themes":[],"htmlText":"Nem","listText":"Nem","text":"Nem","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/825979856","repostId":"1134775661","repostType":2,"repost":{"id":"1134775661","kind":"news","pubTimestamp":1634195185,"share":"https://ttm.financial/m/news/1134775661?lang=&edition=full","pubTime":"2021-10-14 15:06","market":"us","language":"en","title":"Sell Apple on iPhone Production-Cut Reports? Check the Chart.","url":"https://stock-news.laohu8.com/highlight/detail?id=1134775661","media":"TheStreet","summary":"Apple stock is falling for a fourth session, this time thanks to a report of a potential iPhone prod","content":"<p>Apple stock is falling for a fourth session, this time thanks to a report of a potential iPhone production cut. Here are the key levels to know now.</p>\n<p>Apple stock on Wednesday has bounced off the lows but remains down about 1%.</p>\n<p>That’s even as the Nasdaq is higher on the day, along with all of the FAANG components and Microsoft.</p>\n<p>Tuesday was a busy session for Apple. First, the company announced a new event for next week as it plans more product releases.</p>\n<p>And after the close, a media report said that Apple’s iPhone production would take a hitdue to a chip shortage.</p>\n<p>The blame was pinned on shortages from Broadcom and Texas Instruments. Both stocks are gently down on the day.</p>\n<p>One analyst, Morgan Stanley’s Katy Huberty, has already come to Apple’s rescue.</p>\n<p>“We are buyers of any near-term Apple share price weakness on iPhone supply-chain disruption,” she reasoned.</p>\n<p><b>Trading Apple Stock</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1528a494c7f483e867573ab65b10cac2\" tg-width=\"1240\" tg-height=\"766\" width=\"100%\" height=\"auto\"><span>Daily chart of Apple stock.</span></p>\n<p>The Federal Open Market Committee release is due later today, whileearnings are just getting startedwith the report from JPMorgan and Delta Air Lines, Inc. Report this morning.</p>\n<p>In other words, we may not be out of the volatility woods.</p>\n<p>Previously, I had been looking for Apple to find support from the $138 area, the prior high from last summer. That bounce level played out perfectly.</p>\n<p>Unfortunately, though, Apple stock couldn’t reclaim the $145 level and the declining 21-day moving average.</p>\n<p>It hasn’t taken out the October low yet, but it is putting in its fourth straight daily decline.</p>\n<p>Will it continue to fall into next week’s event? Perhaps. How the market handles the Fed news may be a driving force as well.</p>\n<p>When Apple failed at $145, it gave us the “D” leg in an “ABCDE” correction.</p>\n<p>At the very least, that leaves the October low in play near $138.25. A move below $138 opens the door to the 200-day and 10-month moving averages. That’s also where the 161.8%<i>downside</i>extension comes into play (measured from the “D” leg to the “C” leg).</p>\n<p>If all these lettered correction legs are too much for you, simply keep the following levels in mind.</p>\n<p>On the downside, watch $138. Below this mark opens the stock to its key longer-term moving averages.</p>\n<p>On the upside, watch the 21-day moving average, which was most recently resistance. Above that opens the door to $145, then the 50-day moving average.</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>Sell Apple on iPhone Production-Cut Reports? Check the Chart.</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: 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\">\nSell Apple on iPhone Production-Cut Reports? Check the Chart.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-14 15:06 GMT+8 <a href=https://www.thestreet.com/investing/how-to-trade-apple-stock-iphone-production-cut-reports-october-2021><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple stock is falling for a fourth session, this time thanks to a report of a potential iPhone production cut. Here are the key levels to know now.\nApple stock on Wednesday has bounced off the lows ...</p>\n\n<a href=\"https://www.thestreet.com/investing/how-to-trade-apple-stock-iphone-production-cut-reports-october-2021\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/investing/how-to-trade-apple-stock-iphone-production-cut-reports-october-2021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134775661","content_text":"Apple stock is falling for a fourth session, this time thanks to a report of a potential iPhone production cut. Here are the key levels to know now.\nApple stock on Wednesday has bounced off the lows but remains down about 1%.\nThat’s even as the Nasdaq is higher on the day, along with all of the FAANG components and Microsoft.\nTuesday was a busy session for Apple. First, the company announced a new event for next week as it plans more product releases.\nAnd after the close, a media report said that Apple’s iPhone production would take a hitdue to a chip shortage.\nThe blame was pinned on shortages from Broadcom and Texas Instruments. Both stocks are gently down on the day.\nOne analyst, Morgan Stanley’s Katy Huberty, has already come to Apple’s rescue.\n“We are buyers of any near-term Apple share price weakness on iPhone supply-chain disruption,” she reasoned.\nTrading Apple Stock\nDaily chart of Apple stock.\nThe Federal Open Market Committee release is due later today, whileearnings are just getting startedwith the report from JPMorgan and Delta Air Lines, Inc. Report this morning.\nIn other words, we may not be out of the volatility woods.\nPreviously, I had been looking for Apple to find support from the $138 area, the prior high from last summer. That bounce level played out perfectly.\nUnfortunately, though, Apple stock couldn’t reclaim the $145 level and the declining 21-day moving average.\nIt hasn’t taken out the October low yet, but it is putting in its fourth straight daily decline.\nWill it continue to fall into next week’s event? Perhaps. How the market handles the Fed news may be a driving force as well.\nWhen Apple failed at $145, it gave us the “D” leg in an “ABCDE” correction.\nAt the very least, that leaves the October low in play near $138.25. A move below $138 opens the door to the 200-day and 10-month moving averages. That’s also where the 161.8%downsideextension comes into play (measured from the “D” leg to the “C” leg).\nIf all these lettered correction legs are too much for you, simply keep the following levels in mind.\nOn the downside, watch $138. Below this mark opens the stock to its key longer-term moving averages.\nOn the upside, watch the 21-day moving average, which was most recently resistance. Above that opens the door to $145, then the 50-day moving average.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":1529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862450861,"gmtCreate":1632904731865,"gmtModify":1632904732047,"author":{"id":"3577331412124275","authorId":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577331412124275","authorIdStr":"3577331412124275"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862450861","repostId":"862427031","repostType":1,"repost":{"id":862427031,"gmtCreate":1632904607874,"gmtModify":1633960137125,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"美光Q4:最强半导体周期股将迎来逆风?","htmlText":"全球最大的存储芯片巨头美光科技在昨晚发布2021财年Q4(截止9月2日)财报,从营收和净利润上看,统统超出市场预期,但财报发布之后,美光股价一度重挫近8%!发生了什么?原来,虽然美光Q4财报亮眼,但存储芯片有巨大的周期属性,在过去的一年,受益于疫情推动居家办公、云服务需求暴涨,推升了美光业绩。然而,随着半导体供应链吃紧,部分零部件出现短缺,进而影响到PC厂商的需求,市场担忧美光会在明年陷入困局。市场的担忧并不为过,历史上看,美光业绩波动剧烈,业绩难以琢磨,稍有不慎,股价便是腰斩,将存储芯片称之为半导体最强周期股毫不为过!在Q4财报中,美光透露PC客户受到供应链短缺危机,影响到存储芯片的需求,预计2022年PC销量同比低个位数增长,而2021年是两位数的增长。目前,分析师和管理层的分歧在于,PC需求是短期下滑还是新的拐点形成,前者认为需要更多的数据验证,而管理层则认为PC客户遇到的问题会在几个月后得到解决。未来的事情,谁能说得准,不如从Q4财报着手,于细微处见真章。美光Q4营收82.74亿美元,同比增长36.6%,超出市场预期的82.24亿;净利润Q4斩获27.2亿美元,超出市场预期的25.63亿。公司认为,Q4实现了强劲的盈利能力和美光历史上第二高的季度收入!分部来看,动态随机存取存储器(DRAM)营收60.91亿美元,同比增长39%,占总营收的比重达到74%;计算机闪存设备(NAND)营收19.71亿美元,同比增长28.8%。与Q3相比,DRAM和NAND在销量上仅保持了低个位数增长,带动营收增速更多的是靠单价提升(ASP),Q4,DRAM和NAND都有中高个位数百分比的增长。从商业应用上看,计算和网络Q4营收37.94亿美元,同比增长26%;移动(MBU)营收18.92亿美元,同比增长29%;存储(SBU)营收12.03亿美元,同比增长32%;最惊艳的分部来自嵌入式(E","listText":"全球最大的存储芯片巨头美光科技在昨晚发布2021财年Q4(截止9月2日)财报,从营收和净利润上看,统统超出市场预期,但财报发布之后,美光股价一度重挫近8%!发生了什么?原来,虽然美光Q4财报亮眼,但存储芯片有巨大的周期属性,在过去的一年,受益于疫情推动居家办公、云服务需求暴涨,推升了美光业绩。然而,随着半导体供应链吃紧,部分零部件出现短缺,进而影响到PC厂商的需求,市场担忧美光会在明年陷入困局。市场的担忧并不为过,历史上看,美光业绩波动剧烈,业绩难以琢磨,稍有不慎,股价便是腰斩,将存储芯片称之为半导体最强周期股毫不为过!在Q4财报中,美光透露PC客户受到供应链短缺危机,影响到存储芯片的需求,预计2022年PC销量同比低个位数增长,而2021年是两位数的增长。目前,分析师和管理层的分歧在于,PC需求是短期下滑还是新的拐点形成,前者认为需要更多的数据验证,而管理层则认为PC客户遇到的问题会在几个月后得到解决。未来的事情,谁能说得准,不如从Q4财报着手,于细微处见真章。美光Q4营收82.74亿美元,同比增长36.6%,超出市场预期的82.24亿;净利润Q4斩获27.2亿美元,超出市场预期的25.63亿。公司认为,Q4实现了强劲的盈利能力和美光历史上第二高的季度收入!分部来看,动态随机存取存储器(DRAM)营收60.91亿美元,同比增长39%,占总营收的比重达到74%;计算机闪存设备(NAND)营收19.71亿美元,同比增长28.8%。与Q3相比,DRAM和NAND在销量上仅保持了低个位数增长,带动营收增速更多的是靠单价提升(ASP),Q4,DRAM和NAND都有中高个位数百分比的增长。从商业应用上看,计算和网络Q4营收37.94亿美元,同比增长26%;移动(MBU)营收18.92亿美元,同比增长29%;存储(SBU)营收12.03亿美元,同比增长32%;最惊艳的分部来自嵌入式(E","text":"全球最大的存储芯片巨头美光科技在昨晚发布2021财年Q4(截止9月2日)财报,从营收和净利润上看,统统超出市场预期,但财报发布之后,美光股价一度重挫近8%!发生了什么?原来,虽然美光Q4财报亮眼,但存储芯片有巨大的周期属性,在过去的一年,受益于疫情推动居家办公、云服务需求暴涨,推升了美光业绩。然而,随着半导体供应链吃紧,部分零部件出现短缺,进而影响到PC厂商的需求,市场担忧美光会在明年陷入困局。市场的担忧并不为过,历史上看,美光业绩波动剧烈,业绩难以琢磨,稍有不慎,股价便是腰斩,将存储芯片称之为半导体最强周期股毫不为过!在Q4财报中,美光透露PC客户受到供应链短缺危机,影响到存储芯片的需求,预计2022年PC销量同比低个位数增长,而2021年是两位数的增长。目前,分析师和管理层的分歧在于,PC需求是短期下滑还是新的拐点形成,前者认为需要更多的数据验证,而管理层则认为PC客户遇到的问题会在几个月后得到解决。未来的事情,谁能说得准,不如从Q4财报着手,于细微处见真章。美光Q4营收82.74亿美元,同比增长36.6%,超出市场预期的82.24亿;净利润Q4斩获27.2亿美元,超出市场预期的25.63亿。公司认为,Q4实现了强劲的盈利能力和美光历史上第二高的季度收入!分部来看,动态随机存取存储器(DRAM)营收60.91亿美元,同比增长39%,占总营收的比重达到74%;计算机闪存设备(NAND)营收19.71亿美元,同比增长28.8%。与Q3相比,DRAM和NAND在销量上仅保持了低个位数增长,带动营收增速更多的是靠单价提升(ASP),Q4,DRAM和NAND都有中高个位数百分比的增长。从商业应用上看,计算和网络Q4营收37.94亿美元,同比增长26%;移动(MBU)营收18.92亿美元,同比增长29%;存储(SBU)营收12.03亿美元,同比增长32%;最惊艳的分部来自嵌入式(E","images":[{"img":"https://static.tigerbbs.com/e44e9d1edfe280175f924e8e895f59c0","width":"688","height":"398"},{"img":"https://static.tigerbbs.com/eda595eaba0c02b3c3c349f9df1f0099","width":"688","height":"388"},{"img":"https://static.tigerbbs.com/e17f93dc942cd063c9853c3de63057bd","width":"688","height":"163"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862427031","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862450918,"gmtCreate":1632904712117,"gmtModify":1632904712913,"author":{"id":"3577331412124275","authorId":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577331412124275","authorIdStr":"3577331412124275"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/862450918","repostId":"2171985985","repostType":2,"repost":{"id":"2171985985","kind":"news","pubTimestamp":1632902520,"share":"https://ttm.financial/m/news/2171985985?lang=&edition=full","pubTime":"2021-09-29 16:02","market":"us","language":"zh","title":"苹果(AAPL.O)盘前涨1.12%","url":"https://stock-news.laohu8.com/highlight/detail?id=2171985985","media":"哈富资讯","summary":"苹果(AAPL.O)盘前涨1.12%,苹果客服称限电对iPhone 13暂无影响,可正常下单。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=105.AAPL&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p> <span><a href=\"https://laohu8.com/S/AAPL\">苹果</a></span><span></span>(AAPL.O)盘前涨1.12%,<span href=\"http://quote.eastmoney.com/unify/r/105.AAPL\" target=\"_blank\" web=\"1\">苹果</span>客服称限电对iPhone 13暂无影响,可正常下单。 </p><p>(文章来源:哈富资讯)</p>\n</div></body></html>","source":"stock_eastmoney","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>苹果(AAPL.O)盘前涨1.12%</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: 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苹果(AAPL.O)盘前涨1.12%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-29 16:02 北京时间 <a href=http://stock.eastmoney.com/a/202109292125707297.html><strong>哈富资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>苹果(AAPL.O)盘前涨1.12%,苹果客服称限电对iPhone 13暂无影响,可正常下单。 (文章来源:哈富资讯)</p>\n\n<a href=\"http://stock.eastmoney.com/a/202109292125707297.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"http://stock.eastmoney.com/a/202109292125707297.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2171985985","content_text":"苹果(AAPL.O)盘前涨1.12%,苹果客服称限电对iPhone 13暂无影响,可正常下单。 (文章来源:哈富资讯)","news_type":1,"symbols_score_info":{"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":1723,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866061983,"gmtCreate":1632713079942,"gmtModify":1632798361133,"author":{"id":"3577331412124275","authorId":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577331412124275","authorIdStr":"3577331412124275"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/866061983","repostId":"2170864553","repostType":2,"isVote":1,"tweetType":1,"viewCount":1464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":868636041,"gmtCreate":1632637110983,"gmtModify":1632647605455,"author":{"id":"3577331412124275","authorId":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577331412124275","authorIdStr":"3577331412124275"},"themes":[],"htmlText":" Await ","listText":" Await ","text":"Await","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/868636041","repostId":"2170449612","repostType":2,"repost":{"id":"2170449612","kind":"news","pubTimestamp":1632627840,"share":"https://ttm.financial/m/news/2170449612?lang=&edition=full","pubTime":"2021-09-26 11:44","market":"us","language":"zh","title":"蔚来公布ET7最新风阻系数0.208","url":"https://stock-news.laohu8.com/highlight/detail?id=2170449612","media":"钛媒体","summary":"蔚来于近日公布了旗下ET7车型的风洞测试成绩。数据显示,ET7风阻系数为0.208,进入全球量产车低风阻前二名。据介绍,蔚来ET7由来自三大洲的蔚来工程师联合开发。通过800余次空气动力学仿真模拟以及...","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=106.NIO&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p> <span><a href=\"https://laohu8.com/S/NIO\">蔚来</a></span><span></span>于近日公布了旗下ET7车型的风洞测试成绩。数据显示,ET7风阻系数为0.208,进入全球量产车低风阻前二名。</p>\n<p> 据介绍,<span href=\"http://quote.eastmoney.com/unify/r/106.NIO\" target=\"_blank\" web=\"1\">蔚来</span>ET7由来自三大洲的<span href=\"http://quote.eastmoney.com/unify/r/106.NIO\" target=\"_blank\" web=\"1\">蔚来</span>工程师联合开发。通过800余次空气动力学仿真模拟以及120小时的风洞测试,蔚来空气动力学团队历时2年,最终将蔚来ET7的风阻系数做到最优。</p>\n<p> 此外,蔚来ET7全系标配AGS主动式进气格栅、空气悬架,底盘使用轻量化护板进行遮盖,使空气动力学性能进一步提升。</p>\n<p> 据悉,蔚来ET7超低风阻将直接助于续航里程的提升,搭载全新150kWh电池后可实现1000公里的超长续航。</p>\n<p> 新出行新科技</p>\n<p> US 蔚来-1.75% </p><p>(文章来源:钛媒体)</p>\n</div></body></html>","source":"stock_eastmoney","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>蔚来公布ET7最新风阻系数0.208</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: 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蔚来公布ET7最新风阻系数0.208\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-26 11:44 北京时间 <a href=http://finance.eastmoney.com/a/202109262119367987.html><strong>钛媒体</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>蔚来于近日公布了旗下ET7车型的风洞测试成绩。数据显示,ET7风阻系数为0.208,进入全球量产车低风阻前二名。\n 据介绍,蔚来ET7由来自三大洲的蔚来工程师联合开发。通过800余次空气动力学仿真模拟以及120小时的风洞测试,蔚来空气动力学团队历时2年,最终将蔚来ET7的风阻系数做到最优。\n 此外,蔚来ET7全系标配AGS主动式进气格栅、空气悬架,底盘使用轻量化护板进行遮盖,使空气动力学性能...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202109262119367987.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/eebab619623966f6e7115434f653b888","relate_stocks":{},"source_url":"http://finance.eastmoney.com/a/202109262119367987.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2170449612","content_text":"蔚来于近日公布了旗下ET7车型的风洞测试成绩。数据显示,ET7风阻系数为0.208,进入全球量产车低风阻前二名。\n 据介绍,蔚来ET7由来自三大洲的蔚来工程师联合开发。通过800余次空气动力学仿真模拟以及120小时的风洞测试,蔚来空气动力学团队历时2年,最终将蔚来ET7的风阻系数做到最优。\n 此外,蔚来ET7全系标配AGS主动式进气格栅、空气悬架,底盘使用轻量化护板进行遮盖,使空气动力学性能进一步提升。\n 据悉,蔚来ET7超低风阻将直接助于续航里程的提升,搭载全新150kWh电池后可实现1000公里的超长续航。\n 新出行新科技\n US 蔚来-1.75% (文章来源:钛媒体)","news_type":1,"symbols_score_info":{"NIO":1}},"isVote":1,"tweetType":1,"viewCount":1481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":868638139,"gmtCreate":1632637022721,"gmtModify":1632647617461,"author":{"id":"3577331412124275","authorId":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577331412124275","authorIdStr":"3577331412124275"},"themes":[],"htmlText":"Agreed ","listText":"Agreed ","text":"Agreed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/868638139","repostId":"2170123156","repostType":2,"isVote":1,"tweetType":1,"viewCount":2456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":860985330,"gmtCreate":1632121971520,"gmtModify":1632802702364,"author":{"id":"3577331412124275","authorId":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577331412124275","authorIdStr":"3577331412124275"},"themes":[],"htmlText":"Yes keep holding the AMD","listText":"Yes keep holding the AMD","text":"Yes keep holding the AMD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/860985330","repostId":"2168570102","repostType":2,"repost":{"id":"2168570102","kind":"highlight","pubTimestamp":1631894400,"share":"https://ttm.financial/m/news/2168570102?lang=&edition=full","pubTime":"2021-09-18 00:00","market":"us","language":"en","title":"The 1 Value Stock I'm Buying Right Now","url":"https://stock-news.laohu8.com/highlight/detail?id=2168570102","media":"Motley Fool","summary":"A new CEO is aiming to revitalize the aging chip company.","content":"<html><body><span>\n<p>Semiconductor manufacturer <strong>Intel</strong> <span>(NASDAQ:INTC)</span> was asleep at the wheel as rival <strong>Advanced Micro Devices </strong><span>(NASDAQ:<a href=\"https://laohu8.com/S/AMD\">AMD</a>)</span> rose from the dead. AMD's products were terrible from 2011 through 2017, built on a failed architecture that came nowhere close to competing with Intel. But that changed in 2017 with the launch of AMD's Zen-based processors. AMD is now on the fourth generation of Zen, and its chips have surpassed Intel on essentially every metric.</p>\n<p>It's clear that Intel underestimated the threat AMD posed. Chronic manufacturing problems for Intel, the rapid progress of third-party foundries like <strong>Taiwan Semiconductor</strong> <span>(NYSE:TSM)</span>, and better product designs from AMD converged to propel AMD back into a competitive position in the CPU market. It wasn't long ago that Intel had seemingly insurmountable architecture and manufacturing leads over AMD. Now it has neither.</p>\n<div><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F643297%2Fcpu-semiconductor.jpg&w=700&op=resize\" srcset=\"https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/643297/cpu-semiconductor.jpg&w=300&op=resize 300w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/643297/cpu-semiconductor.jpg&w=1000&op=resize 1000w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/643297/cpu-semiconductor.jpg&w=2000&op=resize 2000w\"/>\n<p>Image source: Getty Images.</p>\n</div>\n<h2>Betting big on manufacturing</h2>\n<p>This may sound like an argument <em>against</em> buying Intel stock. There are certainly plenty of reasons to stay away from the lumbering chip giant. But Intel, led by new CEO Pat Gelsinger, has made some bold decisions that have set the stage for an epic comeback.</p>\n<p>Earlier this year, an activist hedge fund called on Intel to spin off its manufacturing business. Given Intel's struggles on the manufacturing front, this didn't seem like that bad of an idea on the surface. Getting out of manufacturing would allow Intel to focus solely on chip design, outsourcing the extremely expensive business of making bleeding-edge chips to third parties. Both AMD and <strong><a href=\"https://laohu8.com/S/IBM\">IBM</a></strong> have done exactly that in the past 12 years.</p>\n<p>Contract manufacturer TSMC plans to spend $100 billion over the next three years on capital expenditures. <strong>Samsung</strong> plans to dump $151 billion through 2030 on non-memory chip manufacturing. The cost of entry into the world of leading-edge chip manufacturing is astronomical. It would cost Intel a fortune to regain its manufacturing lead.</p><div></div>\n<p>The easy thing for Intel to do would be to get out of manufacturing. Under Gelsinger, Intel is doing the opposite. Not only will the company keep making its own chips, but it's serious about making chips for other companies as well. Intel wants to be a major player in the foundry market, offering U.S.-based manufacturing capacity at a time when the semiconductor industry depends heavily on TSMC.</p>\n<p>Executing Gelsinger's strategy won't be cheap. In March, Intel announced a $20 billion investment in two new fabs in Arizona to support its own products and its new foundry business. The company also plans to pour as much as $95 billion into new facilities in Europe over the next decade, and reports in July suggested that Intel was in serious talks to acquire GlobalFoundries for around $30 billion.</p>\n<p>\"There will be consolidation in the industry. That trend will continue, and I expect that we're going to be a consolidator,\" Gelsinger said in an interview in August with the <em>Wall Street Journal</em>.</p>\n<h2>It's time to buy Intel stock</h2>\n<p>There's a global shortage of semiconductor manufacturing capacity, and it could last for years. TSMC's share of the contract manufacturing market is around 60%, and the company has become incredibly profitable. TSMC generated around $4.8 billion of net income in the second quarter alone.</p><div></div>\n<p>I think it's a reasonable bet that this situation isn't sustainable. It seems fragile given where relations are between the U.S. and China. I think U.S. and European semiconductor manufacturing capacity is going to be valuable in the coming years, and Intel is in the best position to offer it. Intel may even manage to snag some government subsidies to help fund new factories.</p>\n<p>It will take years for Intel's plan to become a leading foundry to play out. Profits will come under pressure as the company ramps up its spending. But the opportunity is enormous. The foundry industry generated $85 billion of revenue in 2020, and that number will almost certainly rise as an increasing number of products and devices contain an increasing number of chips.</p>\n<p>A successful foundry business will help Intel justify the massive spending needed to keep up with the likes of TSMC. That will benefit its own chip business, where it's looking to win back some of the market share it's lost to AMD.</p>\n<p>Intel's forward price-to-earnings ratio sits at about 11, so Intel stock is certainly a bargain based on current earnings. But the reason to invest in Intel is its future potential. It won't be a quick process, but Intel's bottom line has the potential to soar as Gelsinger remakes the company.</p><div></div>\n<div></div>\n</span></body></html>","source":"fool_stock","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>The 1 Value Stock I'm Buying Right Now</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: 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\">\nThe 1 Value Stock I'm Buying Right Now\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-18 00:00 GMT+8 <a href=https://www.fool.com/investing/2021/09/18/the-1-value-stock-im-buying-right-now/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Semiconductor manufacturer Intel (NASDAQ:INTC) was asleep at the wheel as rival Advanced Micro Devices (NASDAQ:AMD) rose from the dead. AMD's products were terrible from 2011 through 2017, built on a ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/09/18/the-1-value-stock-im-buying-right-now/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","INTC":"英特尔"},"source_url":"https://www.fool.com/investing/2021/09/18/the-1-value-stock-im-buying-right-now/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2168570102","content_text":"Semiconductor manufacturer Intel (NASDAQ:INTC) was asleep at the wheel as rival Advanced Micro Devices (NASDAQ:AMD) rose from the dead. AMD's products were terrible from 2011 through 2017, built on a failed architecture that came nowhere close to competing with Intel. But that changed in 2017 with the launch of AMD's Zen-based processors. AMD is now on the fourth generation of Zen, and its chips have surpassed Intel on essentially every metric.\nIt's clear that Intel underestimated the threat AMD posed. Chronic manufacturing problems for Intel, the rapid progress of third-party foundries like Taiwan Semiconductor (NYSE:TSM), and better product designs from AMD converged to propel AMD back into a competitive position in the CPU market. It wasn't long ago that Intel had seemingly insurmountable architecture and manufacturing leads over AMD. Now it has neither.\n\nImage source: Getty Images.\n\nBetting big on manufacturing\nThis may sound like an argument against buying Intel stock. There are certainly plenty of reasons to stay away from the lumbering chip giant. But Intel, led by new CEO Pat Gelsinger, has made some bold decisions that have set the stage for an epic comeback.\nEarlier this year, an activist hedge fund called on Intel to spin off its manufacturing business. Given Intel's struggles on the manufacturing front, this didn't seem like that bad of an idea on the surface. Getting out of manufacturing would allow Intel to focus solely on chip design, outsourcing the extremely expensive business of making bleeding-edge chips to third parties. Both AMD and IBM have done exactly that in the past 12 years.\nContract manufacturer TSMC plans to spend $100 billion over the next three years on capital expenditures. Samsung plans to dump $151 billion through 2030 on non-memory chip manufacturing. The cost of entry into the world of leading-edge chip manufacturing is astronomical. It would cost Intel a fortune to regain its manufacturing lead.\nThe easy thing for Intel to do would be to get out of manufacturing. Under Gelsinger, Intel is doing the opposite. Not only will the company keep making its own chips, but it's serious about making chips for other companies as well. Intel wants to be a major player in the foundry market, offering U.S.-based manufacturing capacity at a time when the semiconductor industry depends heavily on TSMC.\nExecuting Gelsinger's strategy won't be cheap. In March, Intel announced a $20 billion investment in two new fabs in Arizona to support its own products and its new foundry business. The company also plans to pour as much as $95 billion into new facilities in Europe over the next decade, and reports in July suggested that Intel was in serious talks to acquire GlobalFoundries for around $30 billion.\n\"There will be consolidation in the industry. That trend will continue, and I expect that we're going to be a consolidator,\" Gelsinger said in an interview in August with the Wall Street Journal.\nIt's time to buy Intel stock\nThere's a global shortage of semiconductor manufacturing capacity, and it could last for years. TSMC's share of the contract manufacturing market is around 60%, and the company has become incredibly profitable. TSMC generated around $4.8 billion of net income in the second quarter alone.\nI think it's a reasonable bet that this situation isn't sustainable. It seems fragile given where relations are between the U.S. and China. I think U.S. and European semiconductor manufacturing capacity is going to be valuable in the coming years, and Intel is in the best position to offer it. Intel may even manage to snag some government subsidies to help fund new factories.\nIt will take years for Intel's plan to become a leading foundry to play out. Profits will come under pressure as the company ramps up its spending. But the opportunity is enormous. The foundry industry generated $85 billion of revenue in 2020, and that number will almost certainly rise as an increasing number of products and devices contain an increasing number of chips.\nA successful foundry business will help Intel justify the massive spending needed to keep up with the likes of TSMC. That will benefit its own chip business, where it's looking to win back some of the market share it's lost to AMD.\nIntel's forward price-to-earnings ratio sits at about 11, so Intel stock is certainly a bargain based on current earnings. But the reason to invest in Intel is its future potential. It won't be a quick process, but Intel's bottom line has the potential to soar as Gelsinger remakes the company.","news_type":1,"symbols_score_info":{"AMD":0.9,"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":1834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":887204519,"gmtCreate":1632038056231,"gmtModify":1632803176095,"author":{"id":"3577331412124275","authorId":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577331412124275","authorIdStr":"3577331412124275"},"themes":[],"htmlText":"Tq","listText":"Tq","text":"Tq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/887204519","repostId":"2168550312","repostType":2,"repost":{"id":"2168550312","kind":"news","pubTimestamp":1632036600,"share":"https://ttm.financial/m/news/2168550312?lang=&edition=full","pubTime":"2021-09-19 15:30","market":"fut","language":"zh","title":"美国拟再捐5亿剂辉瑞疫苗! 拜登将办峰会呼吁世界一年内为70%人口完成接种","url":"https://stock-news.laohu8.com/highlight/detail?id=2168550312","media":"FX168","summary":"FX168财经报社(香港)讯 周日(9月19日),据两位知情人士透露,拜登政府正在与辉瑞公司谈判,再购买5亿剂新冠疫苗以捐赠给其他国家,这将使美国计划捐赠的疫苗数达到11.5亿剂。\n 美国政府与辉瑞谈判的消息出台...","content":"<html><body><div>\n<div><p>FX168财经报社(香港)讯 周日(9月19日),据两位知情人士透露,拜登政府正在与<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>公司谈判,再购买5亿剂新冠疫苗以捐赠给其他国家,这将使美国计划捐赠的疫苗数达到11.5亿剂。</p><p>美国政府与辉瑞谈判的消息出台之际,白宫宣布拜登将在下周的联合国大会会议期间,举办全球大流行峰会,并利用这次峰会来说服其他国家搁置国内需求,转而专心向依赖疫苗捐赠的贫穷国家提供疫苗。</p><p>拜登的冠状病毒应对协调员杰夫·齐恩茨(Jeff Zients)拒绝提供谈判的具体细节,只表示如何帮助最需要帮助的国家,将是联合国会议上的“一个重要话题”。</p><p>白宫官员表示,拜登希望向其他国家传达的信息是,美国不能也不应该单独行动,所有国家都应该兑现现有承诺。</p><p>与此同时,拜登因计划向已完全接种疫苗的美国人提供加强剂而受到抨击,因为许多贫穷国家的公民甚至还没有接种第一剂疫苗。周五,美国食品和药物管理局(FDA)的一个科学咨询委员会建议,只有年龄在65岁以上,或有严重感染风险的人群,才需要在接种第二剂辉瑞疫苗的至少六个月后注射加强剂。</p><p>拜登计划在周三召开的峰会,将是为解决冠状病毒危机所举行的最大规模国家元首会议,白宫官员表示,拜登将为致力于结束新冠大流行的人和团体“提供一个更大的平台”,制药商、慈善家和非政府组织都将被邀请参加峰会。</p><p>官员们称确切的目标和细节仍在讨论中,但白宫本周早些时候向峰会受邀者发送了一份文件草案,呼吁到明年9月联合国再次召开会议时,全球70%的人口都必须接种疫苗。</p><p>专家估计,要实现对冠状病毒的广泛全球免疫,需要110亿剂疫苗,美国已经承诺向国外运送超过6亿剂疫苗,并正在努力扩大国内和海外的制造规模。</p><p>但全球健康专家表示,光有捐赠是不够的,他们希望拜登能在许多其他国家建立制造中心,并敦促疫苗制造商分享他们的技术。</p></div>\n<div></div>\n<div>\n<div>\n<ul>\n<li>\n\n 拜登\n \n</li>\n<li>\n\n 美国\n \n</li>\n<li>\n\n 新冠肺炎\n \n</li>\n</ul>\n</div>\n<div>\n<div>\n<div>分享</div>\n<div>\n<div> </div>\n</div>\n</div>\n<div>\n</div>\n</div>\n</div>\n</div></body></html>","source":"fxdaily_fut","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>美国拟再捐5亿剂辉瑞疫苗! 拜登将办峰会呼吁世界一年内为70%人口完成接种</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: 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美国拟再捐5亿剂辉瑞疫苗! 拜登将办峰会呼吁世界一年内为70%人口完成接种\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-19 15:30 北京时间 <a href=https://news.fx168.com/politics/2109/5358578.shtml><strong>FX168</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>FX168财经报社(香港)讯 周日(9月19日),据两位知情人士透露,拜登政府正在与辉瑞公司谈判,再购买5亿剂新冠疫苗以捐赠给其他国家,这将使美国计划捐赠的疫苗数达到11.5亿剂。美国政府与辉瑞谈判的消息出台之际,白宫宣布拜登将在下周的联合国大会会议期间,举办全球大流行峰会,并利用这次峰会来说服其他国家搁置国内需求,转而专心向依赖疫苗捐赠的贫穷国家提供疫苗。拜登的冠状病毒应对协调员杰夫·齐恩茨(...</p>\n\n<a href=\"https://news.fx168.com/politics/2109/5358578.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://news.fx168.com/politics/2109/W020210919558334573317.jpg","relate_stocks":{},"source_url":"https://news.fx168.com/politics/2109/5358578.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2168550312","content_text":"FX168财经报社(香港)讯 周日(9月19日),据两位知情人士透露,拜登政府正在与辉瑞公司谈判,再购买5亿剂新冠疫苗以捐赠给其他国家,这将使美国计划捐赠的疫苗数达到11.5亿剂。美国政府与辉瑞谈判的消息出台之际,白宫宣布拜登将在下周的联合国大会会议期间,举办全球大流行峰会,并利用这次峰会来说服其他国家搁置国内需求,转而专心向依赖疫苗捐赠的贫穷国家提供疫苗。拜登的冠状病毒应对协调员杰夫·齐恩茨(Jeff Zients)拒绝提供谈判的具体细节,只表示如何帮助最需要帮助的国家,将是联合国会议上的“一个重要话题”。白宫官员表示,拜登希望向其他国家传达的信息是,美国不能也不应该单独行动,所有国家都应该兑现现有承诺。与此同时,拜登因计划向已完全接种疫苗的美国人提供加强剂而受到抨击,因为许多贫穷国家的公民甚至还没有接种第一剂疫苗。周五,美国食品和药物管理局(FDA)的一个科学咨询委员会建议,只有年龄在65岁以上,或有严重感染风险的人群,才需要在接种第二剂辉瑞疫苗的至少六个月后注射加强剂。拜登计划在周三召开的峰会,将是为解决冠状病毒危机所举行的最大规模国家元首会议,白宫官员表示,拜登将为致力于结束新冠大流行的人和团体“提供一个更大的平台”,制药商、慈善家和非政府组织都将被邀请参加峰会。官员们称确切的目标和细节仍在讨论中,但白宫本周早些时候向峰会受邀者发送了一份文件草案,呼吁到明年9月联合国再次召开会议时,全球70%的人口都必须接种疫苗。专家估计,要实现对冠状病毒的广泛全球免疫,需要110亿剂疫苗,美国已经承诺向国外运送超过6亿剂疫苗,并正在努力扩大国内和海外的制造规模。但全球健康专家表示,光有捐赠是不够的,他们希望拜登能在许多其他国家建立制造中心,并敦促疫苗制造商分享他们的技术。\n\n\n\n\n\n\n 拜登\n \n\n\n\n 美国\n \n\n\n\n 新冠肺炎\n \n\n\n\n\n\n分享","news_type":1,"symbols_score_info":{"PFE":1}},"isVote":1,"tweetType":1,"viewCount":994,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}