lizlee的个人主页 - 老虎社区

lizlee

lizlee

懒

IP属地：湖北

213关注

96粉丝

16主题

0勋章

2025-08-28

看好美团的，最后会赢得外卖打仗

2025-03-19

值得

段永平喊单拼多多赚300多万美金？sell put你也可以拥有：段永平喊单拼多多赚300多万美金？Sell put 你也可以拥有

2025-02-21

$拼多多(PDD)$ 掂，这个时候掂

2025-02-12

洞察美股上市公司Form4内部人士调仓变化

查看详情：洞察美股上市公司Form4内部人士调仓变化美股上市公司CEO近期如何操作？此帖仅开放于中国大陆用户

洞察美股上市公司Form4内部人士调仓变化

2025-01-07

这个怎么样

抱歉，原内容已删除

2024-12-26

决赛阶段

抱歉，原内容已删除

2024-02-04

香港市场会回来的

2023-07-16

这篇文章不错，转发给大家看看

@汽车之心:首批交付中心正在建设、渠道模式全直营，小米进入效率鏖战

2023-04-23

这两天我发现，机构几百万资金押注恐慌指数VIX会再度飙升，意味着大盘新一轮的变盘可能又要开始了，美股散户开始抛售科技股

2022-10-11

$美团-W(03690)$纪录一下今天的订单

2022-08-20

[笑哭]

@二十三三:张三故事——黄粱一梦

2022-07-30

我要

@OptionS:期权(10): 为什么Tesla是好的sell put标的？

2022-06-26

通胀

@交易员Owen:很多人没看懂，鲍威尔甩出了一个世纪大锅

2022-02-08

百度底色

抱歉，原内容已删除

2021-09-08

$小米集团-W(01810)$什么人在一直卖小米？

2021-08-26

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2021-06-18

$小米集团ADR(XIACY)$明天港股表现活跃

2021-06-18

$小米集团ADR(XIACY)$可以复活了

2021-06-18

[开心] [开心] [开心]

@粮厂研究员Will:粮厂研究员Will：小米集团ADR回来了！

2021-06-14

618来了双十一还远吗

@小虎综合资讯:真格基金戴雨森：投资更像购物而非赌博，要耐心等待双十一

去老虎APP查看更多动态

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据了解，小米之家多数门店设立在核心商圈，店面面积普遍在 100 到 460 平米之间，如果从现有的小米之家门店划出一块区域专门卖车，并不会增加额外成本。 而这些门店，将为小米汽车创造天然的销售渠道。 「小米前期的新车会在小米之家展出，后期再根据新车数量做调整」，一位渠道人士向汽车之心透露。 距离原定的上市时间不到一年，如今小米汽车的产品+渠道已经进入量产前的冲刺阶段。 01、聚焦服务体验，一、二线市场渠道优先全直营 汽车作为平均售价最高的大宗消费品，无论是销售还是交付，都需要强有力的线下渠道支撑。 这是因为，销售渠道直接和用户体验挂钩。 自特斯拉开启商超模式之后，新造车势力甚至传统品牌都纷纷相仿，甚至进一步迭代。 比如理想开创商超店（展厅和零售中心）+交付中心模式，和特斯拉早期非常接近。 极氪跟随了理想汽车的模式，还借鉴了蔚来的社交空间理念，比如极氪中心，既有展示、体验、销售功能，又提供给车主社交空间。 特斯拉、理想和极氪，可以说是三个拓展渠道的典型代表，目前也都在各自的细分领域拿下销冠。 据车安人安的消息，小米汽车的渠道体系将分为零售中心+交付中心+服务中心。 小米汽车渠道（图源：车安人安） 这样布局的优势在于，自建的直营销售与服务体系，包括零售中心、交付中心和维修中心，全渠道规划会带来更统一和高效的服务。 新势力能迅速积攒口碑，靠的就是全维体验——从坚持直营，到用户共创，从自建充电桩换电站，到包办维修保养，新势力拉通了一台","text":"为确保 2024 年上半年的交付节奏，小米汽车正在加快交付中心、旗舰店的建设。 据汽车之心了解，小米汽车从 7 月开始进行 10 大交付中心建设，首批城市包括北京、深圳、成都和西安等，同时也将优先在一线城市建设一批旗舰店专门展示小米汽车，目前已经在筹备选址阶段。 门店渠道是汽车品牌必须夯实的基础。 截至 2022 年，小米全国门店数量已经超过一万家。 据了解，小米之家多数门店设立在核心商圈，店面面积普遍在 100 到 460 平米之间，如果从现有的小米之家门店划出一块区域专门卖车，并不会增加额外成本。 而这些门店，将为小米汽车创造天然的销售渠道。 「小米前期的新车会在小米之家展出，后期再根据新车数量做调整」，一位渠道人士向汽车之心透露。 距离原定的上市时间不到一年，如今小米汽车的产品+渠道已经进入量产前的冲刺阶段。 01、聚焦服务体验，一、二线市场渠道优先全直营 汽车作为平均售价最高的大宗消费品，无论是销售还是交付，都需要强有力的线下渠道支撑。 这是因为，销售渠道直接和用户体验挂钩。 自特斯拉开启商超模式之后，新造车势力甚至传统品牌都纷纷相仿，甚至进一步迭代。 比如理想开创商超店（展厅和零售中心）+交付中心模式，和特斯拉早期非常接近。 极氪跟随了理想汽车的模式，还借鉴了蔚来的社交空间理念，比如极氪中心，既有展示、体验、销售功能，又提供给车主社交空间。 特斯拉、理想和极氪，可以说是三个拓展渠道的典型代表，目前也都在各自的细分领域拿下销冠。 据车安人安的消息，小米汽车的渠道体系将分为零售中心+交付中心+服务中心。 小米汽车渠道（图源：车安人安） 这样布局的优势在于，自建的直营销售与服务体系，包括零售中心、交付中心和维修中心，全渠道规划会带来更统一和高效的服务。 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href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>纪录一下今天的订单","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>纪录一下今天的订单","text":"$美团-W(03690)$纪录一下今天的订单","images":[{"img":"https://static.tigerbbs.com/155e51bc7109683f51bd5ed3a81f64c3","width":"750","height":"1174"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666108649","isVote":1,"tweetType":1,"viewCount":3623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":687659114,"gmtCreate":1660928892143,"gmtModify":1660928892143,"author":{"id":"3497262673003342","authorId":"3497262673003342","name":"lizlee","avatar":"https://static.tigerbbs.com/ac1f0cda23bc08ec001336942ff743d8","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497262673003342","authorIdStr":"3497262673003342"},"themes":[],"htmlText":"[笑哭]&nbsp;","listText":"[笑哭]&nbsp;","text":"[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/687659114","repostId":"687156227","repostType":1,"repost":{"id":687156227,"gmtCreate":1660821238674,"gmtModify":1660866503658,"author":{"id":"4098085184326980","authorId":"4098085184326980","name":"二十三三","avatar":"https://static.tigerbbs.com/e63cce3fc8ec347425a03102f4bdf1dd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098085184326980","authorIdStr":"4098085184326980"},"themes":[],"title":"张三故事——黄粱一梦","htmlText":"我叫张三（非本人），这是我炒美股的故事，2019年10月的一天，我有一个好朋友，炒了多年股票，那一天我请他洗了个澡，吃个饭。他以前帮我炒过股，赚了很多钱。这次呢？又谈起了股票。&nbsp;他告诉我，不能白白让我请他吃饭，他给我物色了一个好股票，叫lyft，于是我就汇进了5万人民币，大概当时约8000美金，买进了几百股lyft，故事就此开始了。刚开始，lyft涨势很好，没过多久就涨到了6万多人民币，等于说赚了1万多块钱。可是悲伤的事情就此发生。2020年发生了一件生活的大事，疫情来了， 嘉华年邮**跌，刚好lyft又是疫情概念股，于是在劫难逃。以每天跌百分之20的速度下滑。<a target=\"_blank\" href=\"https://laohu8.com/S/LYFT\">$Lyft, Inc.(LYFT)$</a>&nbsp;我束手无策，问计于我的好朋友。我的好朋友也焦头烂额，不知所措。告诉我只能忍受，我也不知道咋办了。只能默默忍受，终于有一天纳斯达克三个四个熔断以后，迎来了大反弹日，我很兴奋。终于摆脱了折磨，那几天我上班都没有了力气，一看见纳斯达克又重新暴涨，当天直接精神都振奋了。本来晚上的时候，媳妇老嫌弃我哀声叹气，那一天反弹的时候，媳妇都说，我耐力都比以前好了。这时候我的好朋友，老同学又一次又跟我说：他又帮我看好了一支股。这支股票叫fvrr，是帮人做任务的，我问他有没有前途，他告诉我前途大大的。他已经买了不少。<a target=\"_blank\" href=\"https://laohu8.com/S/FVRR\">$Fiverr International Ltd.(FVRR)$</a>&nbsp;于是我就把lyft卖掉，以每股30多的价格买进了fvrr。不可思议的事情就发生了。fvrr买进去以后大涨，没过多久就涨到了80，当时我心想终于快回本了。回本我就不玩了。可是","listText":"我叫张三（非本人），这是我炒美股的故事，2019年10月的一天，我有一个好朋友，炒了多年股票，那一天我请他洗了个澡，吃个饭。他以前帮我炒过股，赚了很多钱。这次呢？又谈起了股票。&nbsp;他告诉我，不能白白让我请他吃饭，他给我物色了一个好股票，叫lyft，于是我就汇进了5万人民币，大概当时约8000美金，买进了几百股lyft，故事就此开始了。刚开始，lyft涨势很好，没过多久就涨到了6万多人民币，等于说赚了1万多块钱。可是悲伤的事情就此发生。2020年发生了一件生活的大事，疫情来了， 嘉华年邮**跌，刚好lyft又是疫情概念股，于是在劫难逃。以每天跌百分之20的速度下滑。<a target=\"_blank\" href=\"https://laohu8.com/S/LYFT\">$Lyft, Inc.(LYFT)$</a>&nbsp;我束手无策，问计于我的好朋友。我的好朋友也焦头烂额，不知所措。告诉我只能忍受，我也不知道咋办了。只能默默忍受，终于有一天纳斯达克三个四个熔断以后，迎来了大反弹日，我很兴奋。终于摆脱了折磨，那几天我上班都没有了力气，一看见纳斯达克又重新暴涨，当天直接精神都振奋了。本来晚上的时候，媳妇老嫌弃我哀声叹气，那一天反弹的时候，媳妇都说，我耐力都比以前好了。这时候我的好朋友，老同学又一次又跟我说：他又帮我看好了一支股。这支股票叫fvrr，是帮人做任务的，我问他有没有前途，他告诉我前途大大的。他已经买了不少。<a target=\"_blank\" href=\"https://laohu8.com/S/FVRR\">$Fiverr International Ltd.(FVRR)$</a>&nbsp;于是我就把lyft卖掉，以每股30多的价格买进了fvrr。不可思议的事情就发生了。fvrr买进去以后大涨，没过多久就涨到了80，当时我心想终于快回本了。回本我就不玩了。可是","text":"我叫张三（非本人），这是我炒美股的故事，2019年10月的一天，我有一个好朋友，炒了多年股票，那一天我请他洗了个澡，吃个饭。他以前帮我炒过股，赚了很多钱。这次呢？又谈起了股票。 他告诉我，不能白白让我请他吃饭，他给我物色了一个好股票，叫lyft，于是我就汇进了5万人民币，大概当时约8000美金，买进了几百股lyft，故事就此开始了。刚开始，lyft涨势很好，没过多久就涨到了6万多人民币，等于说赚了1万多块钱。可是悲伤的事情就此发生。2020年发生了一件生活的大事，疫情来了， 嘉华年邮**跌，刚好lyft又是疫情概念股，于是在劫难逃。以每天跌百分之20的速度下滑。$Lyft, Inc.(LYFT)$ 我束手无策，问计于我的好朋友。我的好朋友也焦头烂额，不知所措。告诉我只能忍受，我也不知道咋办了。只能默默忍受，终于有一天纳斯达克三个四个熔断以后，迎来了大反弹日，我很兴奋。终于摆脱了折磨，那几天我上班都没有了力气，一看见纳斯达克又重新暴涨，当天直接精神都振奋了。本来晚上的时候，媳妇老嫌弃我哀声叹气，那一天反弹的时候，媳妇都说，我耐力都比以前好了。这时候我的好朋友，老同学又一次又跟我说：他又帮我看好了一支股。这支股票叫fvrr，是帮人做任务的，我问他有没有前途，他告诉我前途大大的。他已经买了不少。$Fiverr International Ltd.(FVRR)$ 于是我就把lyft卖掉，以每股30多的价格买进了fvrr。不可思议的事情就发生了。fvrr买进去以后大涨，没过多久就涨到了80，当时我心想终于快回本了。回本我就不玩了。可是","images":[{"img":"https://static.tigerbbs.com/b67b1f7730dce8730ebc12fffd13149f","width":"632","height":"1368"},{"img":"https://static.tigerbbs.com/961fd0f42799ab50c36a1a53ebd75cd4","width":"632","height":"1368"},{"img":"https://static.tigerbbs.com/8c5f54982f236df8f5ec07aae1f053e8","width":"632","height":"1368"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/687156227","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":682463455,"gmtCreate":1659125003878,"gmtModify":1659125003878,"author":{"id":"3497262673003342","authorId":"3497262673003342","name":"lizlee","avatar":"https://static.tigerbbs.com/ac1f0cda23bc08ec001336942ff743d8","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497262673003342","authorIdStr":"3497262673003342"},"themes":[],"htmlText":"我要","listText":"我要","text":"我要","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/682463455","repostId":"682657768","repostType":1,"repost":{"id":682657768,"gmtCreate":1658985642257,"gmtModify":1710248451548,"author":{"id":"3585800644196386","authorId":"3585800644196386","name":"OptionS","avatar":"https://static.tigerbbs.com/9047bf44c545bc9fb56d7d7795ee174b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585800644196386","authorIdStr":"3585800644196386"},"themes":[],"title":"期权(10): 为什么Tesla是好的sell put标的？","htmlText":"前面介绍了一个sell put港股案例：<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>&nbsp;：<a href=\"https://www.laohu8.com/post/686587691\" target=\"_blank\">期权感悟 (5) : 典型案例：美团&nbsp;</a>。今天聊一个美股案例：<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;，这是过去一年多相关部分操作截图（持仓页-分析）:tesla 期权操作从Tsla过去一年走势来看 500多-1200多-620-800。tesla走势sell cs puts策略介绍见：<a href=\"https://www.laohu8.com/post/682180308\" target=\"_blank\">期权感悟(8)：SCSP（sell cs puts）策略优点&nbsp;</a>。从两张图可以看出来，sell put策略提供了不错的安全边际，即使1200多到620这波暴跌，也是赚钱的。体现了策略优点：容错性。那为什么Tesla是很好的sell put标的？1、时代趋势新能源汽车替代传统汽车，是个大势所趋。大的赛道背景是向上的，非常重要。2、存在基础价值/估值对于sell put策略期权玩家来说，并不是那么关心tesla的多空分歧，也就是tesla到底未来是几万亿美金的公司，还是从现在回归到500块，没有那么重要（这是buy call/put的期权玩家非常在乎的）。sp玩家关心的是 暴跌得有个底线，这个标的得有个基础价值/估值。不能接盘正股后，跌没了。即使新能源赛道竞争非常激烈，Tesla的财务数据表现在这里：个股页-公司-利润","listText":"前面介绍了一个sell put港股案例：<a target=\"_blank\" href=\"https://laohu8.com/S/03690\">$美团-W(03690)$</a>&nbsp;：<a href=\"https://www.laohu8.com/post/686587691\" target=\"_blank\">期权感悟 (5) : 典型案例：美团&nbsp;</a>。今天聊一个美股案例：<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>&nbsp;，这是过去一年多相关部分操作截图（持仓页-分析）:tesla 期权操作从Tsla过去一年走势来看 500多-1200多-620-800。tesla走势sell cs puts策略介绍见：<a href=\"https://www.laohu8.com/post/682180308\" target=\"_blank\">期权感悟(8)：SCSP（sell cs puts）策略优点&nbsp;</a>。从两张图可以看出来，sell put策略提供了不错的安全边际，即使1200多到620这波暴跌，也是赚钱的。体现了策略优点：容错性。那为什么Tesla是很好的sell put标的？1、时代趋势新能源汽车替代传统汽车，是个大势所趋。大的赛道背景是向上的，非常重要。2、存在基础价值/估值对于sell put策略期权玩家来说，并不是那么关心tesla的多空分歧，也就是tesla到底未来是几万亿美金的公司，还是从现在回归到500块，没有那么重要（这是buy call/put的期权玩家非常在乎的）。sp玩家关心的是 暴跌得有个底线，这个标的得有个基础价值/估值。不能接盘正股后，跌没了。即使新能源赛道竞争非常激烈，Tesla的财务数据表现在这里：个股页-公司-利润","text":"前面介绍了一个sell put港股案例：$美团-W(03690)$ ：期权感悟 (5) : 典型案例：美团 。今天聊一个美股案例：$特斯拉(TSLA)$ ，这是过去一年多相关部分操作截图（持仓页-分析）:tesla 期权操作从Tsla过去一年走势来看 500多-1200多-620-800。tesla走势sell cs puts策略介绍见：期权感悟(8)：SCSP（sell cs puts）策略优点 。从两张图可以看出来，sell put策略提供了不错的安全边际，即使1200多到620这波暴跌，也是赚钱的。体现了策略优点：容错性。那为什么Tesla是很好的sell put标的？1、时代趋势新能源汽车替代传统汽车，是个大势所趋。大的赛道背景是向上的，非常重要。2、存在基础价值/估值对于sell put策略期权玩家来说，并不是那么关心tesla的多空分歧，也就是tesla到底未来是几万亿美金的公司，还是从现在回归到500块，没有那么重要（这是buy call/put的期权玩家非常在乎的）。sp玩家关心的是 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首先回顾一下财报，半导体代工龙头台积电在1月16日盘前发布2019年第四季度财报并召开年度法人说明会，在会上，台积电方面表示，公司在第四季度营收约合105.95亿美元，四季度的毛利润率为50.2%，营业利润率为39.2%，净利润率为36.6%。毛利润和营业利润率均高于此前的预期。 据财报统计台积电2019年全年营收约349.45亿美元，同比增长2.1%，如果折算成人民币，台积电在2019年每日收入6.6亿人民币。同时台积电认为随着5G和高性能运算的快速发展，预计2020年一季度的收入将达到102亿美元至103亿美元，而去年为71亿美元。本文将主要从三个维度讨论台积电从财报透露的信息，以及现在的台积电是否值得继续买入。 1.台积电2019年财报的资本支出透露了什么？ 2. 中芯国际无法撼动台积电这只大象 3.现在的台积电是否值得入手 首先说说从台积电2019年资本支出透露的信息 台积电在该季营收3172.37亿新台币，折合约103.9亿美元，高于三季度财报中预计的102亿美元到103亿美元，同比增长9.5%，环比增长8.3%。主要是由于智能手机相关应用的需求增加比2019年末，不包括存储器在内的半导体行业需求下降了3％，而晶圆代工厂持平。以美元计价收入同比增长1.3％，台积电营收超过了半导体存储器和代工行业的增长，再次证明台积电圆晶。 1.7nm横行天下成为业绩贡献王2019年技术营收比例图：来源财报 财报显示台积电在第四季度7nm工艺芯片出货量占比35%，相比2018年提升8%，16nm工艺出货量占20%，10n","listText":"费城半导体指数在2019年飙升了60％，这是半导体行业十年来最好的一年。这使该指数的股票平均收益达到远期收益的近20倍，这是十年来的最高水平，随着智能手机的高速发展半导体行业也走过了繁荣的十年黄金岁月，而作为作为晶圆代工产业的开拓者，下个十年台积电仍然会是大赢家。 首先回顾一下财报，半导体代工龙头台积电在1月16日盘前发布2019年第四季度财报并召开年度法人说明会，在会上，台积电方面表示，公司在第四季度营收约合105.95亿美元，四季度的毛利润率为50.2%，营业利润率为39.2%，净利润率为36.6%。毛利润和营业利润率均高于此前的预期。 据财报统计台积电2019年全年营收约349.45亿美元，同比增长2.1%，如果折算成人民币，台积电在2019年每日收入6.6亿人民币。同时台积电认为随着5G和高性能运算的快速发展，预计2020年一季度的收入将达到102亿美元至103亿美元，而去年为71亿美元。本文将主要从三个维度讨论台积电从财报透露的信息，以及现在的台积电是否值得继续买入。 1.台积电2019年财报的资本支出透露了什么？ 2. 中芯国际无法撼动台积电这只大象 3.现在的台积电是否值得入手 首先说说从台积电2019年资本支出透露的信息 台积电在该季营收3172.37亿新台币，折合约103.9亿美元，高于三季度财报中预计的102亿美元到103亿美元，同比增长9.5%，环比增长8.3%。主要是由于智能手机相关应用的需求增加比2019年末，不包括存储器在内的半导体行业需求下降了3％，而晶圆代工厂持平。以美元计价收入同比增长1.3％，台积电营收超过了半导体存储器和代工行业的增长，再次证明台积电圆晶。 1.7nm横行天下成为业绩贡献王2019年技术营收比例图：来源财报 财报显示台积电在第四季度7nm工艺芯片出货量占比35%，相比2018年提升8%，16nm工艺出货量占20%，10n","text":"费城半导体指数在2019年飙升了60％，这是半导体行业十年来最好的一年。这使该指数的股票平均收益达到远期收益的近20倍，这是十年来的最高水平，随着智能手机的高速发展半导体行业也走过了繁荣的十年黄金岁月，而作为作为晶圆代工产业的开拓者，下个十年台积电仍然会是大赢家。 首先回顾一下财报，半导体代工龙头台积电在1月16日盘前发布2019年第四季度财报并召开年度法人说明会，在会上，台积电方面表示，公司在第四季度营收约合105.95亿美元，四季度的毛利润率为50.2%，营业利润率为39.2%，净利润率为36.6%。毛利润和营业利润率均高于此前的预期。 据财报统计台积电2019年全年营收约349.45亿美元，同比增长2.1%，如果折算成人民币，台积电在2019年每日收入6.6亿人民币。同时台积电认为随着5G和高性能运算的快速发展，预计2020年一季度的收入将达到102亿美元至103亿美元，而去年为71亿美元。本文将主要从三个维度讨论台积电从财报透露的信息，以及现在的台积电是否值得继续买入。 1.台积电2019年财报的资本支出透露了什么？ 2. 中芯国际无法撼动台积电这只大象 3.现在的台积电是否值得入手 首先说说从台积电2019年资本支出透露的信息 台积电在该季营收3172.37亿新台币，折合约103.9亿美元，高于三季度财报中预计的102亿美元到103亿美元，同比增长9.5%，环比增长8.3%。主要是由于智能手机相关应用的需求增加比2019年末，不包括存储器在内的半导体行业需求下降了3％，而晶圆代工厂持平。以美元计价收入同比增长1.3％，台积电营收超过了半导体存储器和代工行业的增长，再次证明台积电圆晶。 1.7nm横行天下成为业绩贡献王2019年技术营收比例图：来源财报 财报显示台积电在第四季度7nm工艺芯片出货量占比35%，相比2018年提升8%，16nm工艺出货量占20%，10n","images":[{"img":"https://static.tigerbbs.com/bb8fbf7b0884d5aec19a6c6e394f5e34"},{"img":"https://static.tigerbbs.com/f94df82324c192fe12730284d561864c"},{"img":"https://static.tigerbbs.com/154dc35c8d0289f2f3d897f22c42173c"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/916344602","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":990099410,"gmtCreate":1562094969130,"gmtModify":1704703159677,"author":{"id":"3497262673003342","authorId":"3497262673003342","name":"lizlee","avatar":"https://static.tigerbbs.com/ac1f0cda23bc08ec001336942ff743d8","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3497262673003342","idStr":"3497262673003342"},"themes":[],"htmlText":"$特斯拉(TSLA)$ 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