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东方66
IP属地:湖南
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东方66
东方66
·
2021-08-23
恒大这是要退市的节凑?
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东方66
东方66
·
2021-08-18
看似热闹,新能源中概股不停向下盘垣。
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东方66
东方66
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2021-08-18
看似热闹,中概股却不停向下盘垣
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东方66
东方66
·
2021-08-18
恒大系股价应会上行了吧
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东方66
东方66
·
2021-08-18
美股只怕会持续下行!
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东方66
东方66
·
2021-08-18
美股怕会持续下行
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东方66
东方66
·
2021-08-12
慢慢等待,不急不燥,耐心持仓
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东方66
东方66
·
2021-08-12
小米还是不错的,相信雷军
雷军:小米股价低迷时,我像小学生一样被训了一个多小时
@小虎综合资讯:
8月10日晚间消息,在今日举行的2021雷军年度演讲暨小米秋季新品发布会上,小米发布了MIX4、小米平板5等多款新品。 雷军回忆起2018年上市的场景,当时投行给出17-22港元的股价,小米选择了最低价。但现实让自己有点失望,当天开盘破发了,这意味着所有IPO的投资者亏了。 “我们心里特别难受,记者堵在门口,我们几个谁也不愿意面对这个局面,和林斌躲到了港交所的杂物间。” 在当晚的内部庆功宴上,雷军也觉得很憋屈,当晚喝了很多酒。现场提出让投资者至少赚一倍,“我们得好好干,不能让别人亏钱。” 雷军还特地买了一条破洞牛仔裤,用这个仪式记住破发的这一天。小米虽然上市,但革命尚未成功。 但后来小米的股价一度跌到8.28港元,比IPO价已经腰斩了。那段时间雷军特别不愿意见投资者,有一个投资者执意要见,当面毫不客气的说,你们怎么让我赔了这么多的钱,我真的不知道你们怎么干的。“对小米的产品、管理等方面把我像小学生一样训了一个多小时。后来我一个人在会议室待了很久,特别绝望。”
雷军:小米股价低迷时,我像小学生一样被训了一个多小时
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东方66
东方66
·
2021-08-12
理想汽车赛道还是对的,要有信心
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东方66
东方66
·
2021-08-09
中芯国际能持续向好
旱地拔葱、一扫阴霾,中芯国际二季度业绩涨涨涨!
@价值投资为王:
在A股,半导体是YYDS(永远的神),然而,最正宗的芯片代工厂中芯国际却犹如被抛弃了一般,股价阴跌不断,一度被踢出半导体群聊。但在7底,A股和港股突遭政策风险暴跌之际,中芯国际旱地拔葱,26日犹如神助一般强势大涨10%,27日甚至一度吞下20CM,成交量放大至近200亿!中芯国际逆天的壮举,一度托稳摇摇欲坠的大盘,是不可磨灭的大功臣。2021年8月5日盘后,中芯国际公布二季报,当日股价逆势上扬5%,似乎已预示这一季的财报暗含惊喜。果不其然,中芯国际二季度营收13.44亿美元,同比大增43.3%,超出公司此前给出的指引!归因二季度业绩超预期原因,可以用2个“涨”字总结,即量涨、价涨,加上股价大涨,涨涨涨后的中芯国际,惊艳了市场!王者归来的时候,总是那么猝不及防、暴力炸场!二季度业绩炸裂:每一个数据都激动人心!中芯国际二季度实现营收13.44亿美元,同比大增43.3%,环比一季度大增21.8%,超出公司在5月份预测的环比增速17%到19%。营收大增的原因简单4个字总结就是:量价齐升!这点并不意外,毕竟2021年一直处于缺芯潮中,多家汽车厂商因为缺芯都造成了停产,极度紧缺之下,自然是晶圆厂涨声一片,在中芯国际财报发布前,三星还表示要提高晶圆代工的价格。供给紧俏之下,中芯国际二季度加足马力搞生产,单季度的产能利用率达到了100.4%,超负荷运转,创下近年来的新高!如此顺风顺水,中芯国际的毛利率也创下了近年来的新高,单季毛利率站上30%的大关,达到30.1%,超出公司5月份给出的25%到27%之间的指引,也创下近年来的新高!从工艺节点上看,代表中芯国际先进工艺制程的14/28纳米贡献了14.5%营收,逼近2020年三季度的高点,相较一季度有明显的提升。先进工艺往往能贡献更高的晶圆单价和盈利能力,是芯片代工厂最有看点的地方。营收暴增和盈利能力提升,中芯国际二季度净利润达到了7.08亿美
旱地拔葱、一扫阴霾,中芯国际二季度业绩涨涨涨!
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但后来小米的股价一度跌到8.28港元,比IPO价已经腰斩了。那段时间雷军特别不愿意见投资者,有一个投资者执意要见,当面毫不客气的说,你们怎么让我赔了这么多的钱,我真的不知道你们怎么干的。“对小米的产品、管理等方面把我像小学生一样训了一个多小时。后来我一个人在会议室待了很久,特别绝望。”","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/896719369","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":6148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":895878718,"gmtCreate":1628735889334,"gmtModify":1628735889334,"author":{"id":"4088338638112810","authorId":"4088338638112810","name":"东方66","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088338638112810","authorIdStr":"4088338638112810"},"themes":[],"title":"","htmlText":"理想汽车赛道还是对的,要有信心","listText":"理想汽车赛道还是对的,要有信心","text":"理想汽车赛道还是对的,要有信心","images":[{"img":"https://static.tigerbbs.com/94df87e729906cc70b5b817d2e0804ad","width":"1080","height":"2972"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895878718","isVote":1,"tweetType":1,"viewCount":3914,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":898979367,"gmtCreate":1628471052659,"gmtModify":1628471052659,"author":{"id":"4088338638112810","authorId":"4088338638112810","name":"东方66","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4088338638112810","authorIdStr":"4088338638112810"},"themes":[],"title":"","htmlText":"中芯国际能持续向好","listText":"中芯国际能持续向好","text":"中芯国际能持续向好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/898979367","repostId":"899190495","repostType":1,"repost":{"id":899190495,"gmtCreate":1628166670617,"gmtModify":1733326169658,"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":"旱地拔葱、一扫阴霾,中芯国际二季度业绩涨涨涨!","htmlText":"在A股,半导体是YYDS(永远的神),然而,最正宗的芯片代工厂中芯国际却犹如被抛弃了一般,股价阴跌不断,一度被踢出半导体群聊。但在7底,A股和港股突遭政策风险暴跌之际,中芯国际旱地拔葱,26日犹如神助一般强势大涨10%,27日甚至一度吞下20CM,成交量放大至近200亿!中芯国际逆天的壮举,一度托稳摇摇欲坠的大盘,是不可磨灭的大功臣。2021年8月5日盘后,中芯国际公布二季报,当日股价逆势上扬5%,似乎已预示这一季的财报暗含惊喜。果不其然,中芯国际二季度营收13.44亿美元,同比大增43.3%,超出公司此前给出的指引!归因二季度业绩超预期原因,可以用2个“涨”字总结,即量涨、价涨,加上股价大涨,涨涨涨后的中芯国际,惊艳了市场!王者归来的时候,总是那么猝不及防、暴力炸场!二季度业绩炸裂:每一个数据都激动人心!中芯国际二季度实现营收13.44亿美元,同比大增43.3%,环比一季度大增21.8%,超出公司在5月份预测的环比增速17%到19%。营收大增的原因简单4个字总结就是:量价齐升!这点并不意外,毕竟2021年一直处于缺芯潮中,多家汽车厂商因为缺芯都造成了停产,极度紧缺之下,自然是晶圆厂涨声一片,在中芯国际财报发布前,三星还表示要提高晶圆代工的价格。供给紧俏之下,中芯国际二季度加足马力搞生产,单季度的产能利用率达到了100.4%,超负荷运转,创下近年来的新高!如此顺风顺水,中芯国际的毛利率也创下了近年来的新高,单季毛利率站上30%的大关,达到30.1%,超出公司5月份给出的25%到27%之间的指引,也创下近年来的新高!从工艺节点上看,代表中芯国际先进工艺制程的14/28纳米贡献了14.5%营收,逼近2020年三季度的高点,相较一季度有明显的提升。先进工艺往往能贡献更高的晶圆单价和盈利能力,是芯片代工厂最有看点的地方。营收暴增和盈利能力提升,中芯国际二季度净利润达到了7.08亿美","listText":"在A股,半导体是YYDS(永远的神),然而,最正宗的芯片代工厂中芯国际却犹如被抛弃了一般,股价阴跌不断,一度被踢出半导体群聊。但在7底,A股和港股突遭政策风险暴跌之际,中芯国际旱地拔葱,26日犹如神助一般强势大涨10%,27日甚至一度吞下20CM,成交量放大至近200亿!中芯国际逆天的壮举,一度托稳摇摇欲坠的大盘,是不可磨灭的大功臣。2021年8月5日盘后,中芯国际公布二季报,当日股价逆势上扬5%,似乎已预示这一季的财报暗含惊喜。果不其然,中芯国际二季度营收13.44亿美元,同比大增43.3%,超出公司此前给出的指引!归因二季度业绩超预期原因,可以用2个“涨”字总结,即量涨、价涨,加上股价大涨,涨涨涨后的中芯国际,惊艳了市场!王者归来的时候,总是那么猝不及防、暴力炸场!二季度业绩炸裂:每一个数据都激动人心!中芯国际二季度实现营收13.44亿美元,同比大增43.3%,环比一季度大增21.8%,超出公司在5月份预测的环比增速17%到19%。营收大增的原因简单4个字总结就是:量价齐升!这点并不意外,毕竟2021年一直处于缺芯潮中,多家汽车厂商因为缺芯都造成了停产,极度紧缺之下,自然是晶圆厂涨声一片,在中芯国际财报发布前,三星还表示要提高晶圆代工的价格。供给紧俏之下,中芯国际二季度加足马力搞生产,单季度的产能利用率达到了100.4%,超负荷运转,创下近年来的新高!如此顺风顺水,中芯国际的毛利率也创下了近年来的新高,单季毛利率站上30%的大关,达到30.1%,超出公司5月份给出的25%到27%之间的指引,也创下近年来的新高!从工艺节点上看,代表中芯国际先进工艺制程的14/28纳米贡献了14.5%营收,逼近2020年三季度的高点,相较一季度有明显的提升。先进工艺往往能贡献更高的晶圆单价和盈利能力,是芯片代工厂最有看点的地方。营收暴增和盈利能力提升,中芯国际二季度净利润达到了7.08亿美","text":"在A股,半导体是YYDS(永远的神),然而,最正宗的芯片代工厂中芯国际却犹如被抛弃了一般,股价阴跌不断,一度被踢出半导体群聊。但在7底,A股和港股突遭政策风险暴跌之际,中芯国际旱地拔葱,26日犹如神助一般强势大涨10%,27日甚至一度吞下20CM,成交量放大至近200亿!中芯国际逆天的壮举,一度托稳摇摇欲坠的大盘,是不可磨灭的大功臣。2021年8月5日盘后,中芯国际公布二季报,当日股价逆势上扬5%,似乎已预示这一季的财报暗含惊喜。果不其然,中芯国际二季度营收13.44亿美元,同比大增43.3%,超出公司此前给出的指引!归因二季度业绩超预期原因,可以用2个“涨”字总结,即量涨、价涨,加上股价大涨,涨涨涨后的中芯国际,惊艳了市场!王者归来的时候,总是那么猝不及防、暴力炸场!二季度业绩炸裂:每一个数据都激动人心!中芯国际二季度实现营收13.44亿美元,同比大增43.3%,环比一季度大增21.8%,超出公司在5月份预测的环比增速17%到19%。营收大增的原因简单4个字总结就是:量价齐升!这点并不意外,毕竟2021年一直处于缺芯潮中,多家汽车厂商因为缺芯都造成了停产,极度紧缺之下,自然是晶圆厂涨声一片,在中芯国际财报发布前,三星还表示要提高晶圆代工的价格。供给紧俏之下,中芯国际二季度加足马力搞生产,单季度的产能利用率达到了100.4%,超负荷运转,创下近年来的新高!如此顺风顺水,中芯国际的毛利率也创下了近年来的新高,单季毛利率站上30%的大关,达到30.1%,超出公司5月份给出的25%到27%之间的指引,也创下近年来的新高!从工艺节点上看,代表中芯国际先进工艺制程的14/28纳米贡献了14.5%营收,逼近2020年三季度的高点,相较一季度有明显的提升。先进工艺往往能贡献更高的晶圆单价和盈利能力,是芯片代工厂最有看点的地方。营收暴增和盈利能力提升,中芯国际二季度净利润达到了7.08亿美","images":[{"img":"https://static.tigerbbs.com/06f79fe7cdd4f0afb43411ee26cbe353","width":"688","height":"371"},{"img":"https://static.tigerbbs.com/23e1a4ce02a396082082817c8d01e294","width":"688","height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