很是看好的个人主页 - 老虎社区

很是看好

很是看好

暂无个人介绍

IP属地：北京

13关注

10粉丝

6主题

0勋章

2022-04-28

$容联云(RAAS)$如何举报它？

2022-02-09

两万亿一年利息2000亿。他手里的钱不够还利息的。

抱歉，原内容已删除

2022-02-08

$金山云(KC)$跌成这样都没人说。很不错。证明只有我被坑。恭喜大家。

2022-01-28

$金山云(KC)$感觉彻底凉了。金山云到底有这个产品吗？感觉都是ppt

2021-12-03

$哔哩哔哩(BILI)$就这？？？

2021-12-03

$容联云(RAAS)$舒服了。亏了5000刀。

2021-12-01

$金山云(KC)$恭喜跌破发行价。活该啊。

2021-11-16

多少都不够。现在盖多少赔多少。钱都让土地，银行赚了！！！

许家印变卖个人资产，为恒大注入超70亿“续命钱”

2021-10-30

$金山云(KC)$自己人抛售？？？？

2021-10-30

$金山云(KC)$发不了贴了。

2021-10-27

$金山云(KC)$？？？

2021-10-22

$AMD(AMD)$Intel YES

2021-10-21

房价太低了。涨，涨，涨。

老虎观察: 美元债违约之前地产公司的小伎俩

2021-10-20

个案这么着急跳出来干什么？欲盖弥彰

抱歉，原内容已删除

2021-10-08

搞笑

虚拟货币“挖矿”活动被列入淘汰类落后生产工艺装备

2021-09-28

$AMD(AMD)$恭喜。

2021-09-28

恭喜[开心] [开心] [开心]

半导体界“诺奖”迎来首位女性得主：AMD首席执行官苏姿丰

2021-09-27

$小米集团-W(01810)$封用户？什么**操作。不知道谁是爹吗？

2021-09-23

$中国恒大(03333)$拉高跑路吧。很多大资金还没跑掉。破产肯定的了。

2021-09-10

不禁烟。禁电子烟？？？

【异动】雾芯科技跌超6%，香港或下月前通过禁电子烟条例

去老虎APP查看更多动态

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18:02","market":"hk","language":"zh","title":"许家印变卖个人资产，为恒大注入超70亿“续命钱”","url":"https://stock-news.laohu8.com/highlight/detail?id=1158764980","media":"第一财经","summary":"自流动性危机公开化至今，恒大暂未“躺平”违约。","content":"<div>\n<p>作者：郑娜\n承诺要确保投资者利益、实现复工保交楼的中国恒大董事局主席许家印，正在变卖个人资产为恒大输血。\n11月16日，第一财经从接近恒大的资本圈知情人士处获悉，从7月1日至今，为了维持集团流动性，许家印已透过变卖个人资产或质押股权等方式筹集资金，累计已向集团注入超70亿现金，维持庞大的恒大帝国的基本运营。在此期间，恒大没有融资、销售停摆，但要保证财富每月10%的兑付、总部员工发薪、境内外债券付息...</p>\n\n<a href=\"https://www.yicai.com/news/101231351.html\">Web Link</a>\n\n</div>\n","source":"dyvj","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>许家印变卖个人资产，为恒大注入超70亿“续命钱”</title>\n<style 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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许家印变卖个人资产，为恒大注入超70亿“续命钱”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-16 18:02 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.yicai.com/news/101231351.html><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：郑娜\n承诺要确保投资者利益、实现复工保交楼的中国恒大董事局主席许家印，正在变卖个人资产为恒大输血。\n11月16日，第一财经从接近恒大的资本圈知情人士处获悉，从7月1日至今，为了维持集团流动性，许家印已透过变卖个人资产或质押股权等方式筹集资金，累计已向集团注入超70亿现金，维持庞大的恒大帝国的基本运营。在此期间，恒大没有融资、销售停摆，但要保证财富每月10%的兑付、总部员工发薪、境内外债券付息...</p>\n\n<a href=\"https://www.yicai.com/news/101231351.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/11035f651c5c16f8f951521b8717a989","relate_stocks":{"03333":"中国恒大"},"source_url":"https://www.yicai.com/news/101231351.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158764980","content_text":"作者：郑娜\n承诺要确保投资者利益、实现复工保交楼的中国恒大董事局主席许家印，正在变卖个人资产为恒大输血。\n11月16日，第一财经从接近恒大的资本圈知情人士处获悉，从7月1日至今，为了维持集团流动性，许家印已透过变卖个人资产或质押股权等方式筹集资金，累计已向集团注入超70亿现金，维持庞大的恒大帝国的基本运营。在此期间，恒大没有融资、销售停摆，但要保证财富每月10%的兑付、总部员工发薪、境内外债券付息，推动全国各地项目复工复产。\n“目前都是许家印个人筹钱在为恒大续命。”该知情人士称。\n陷入危机的恒大早在8月中旬时就曾宣称，欲出售恒大物业、恒大汽车等旗下资产以快速回笼资金，缓解流动性压力；期间，还有消息称恒大将出售香港总部大楼等资产。\n尽管屡有包括碧桂园服务、万科、小米、越秀等各绯闻对象，但两项关键资产的出售，始终未能落地。\n更戏剧性的是，国庆前后，合生创展浮出水面，成为恒大物业的收购方。原本市场预期已有较大确定性的出售事项，最终因付款方式等问题而告吹。逾200.4亿港元的交易终止，恒大再丧失一次补血机会。\n公开信息来看，目前恒大仅减持盛京银行股权的举动落定，截至11月初，合计变现约110亿元。\n除了资产处置进展不佳外，恒大的销售也明显陷入停摆。克而瑞数据显示，9月单月，恒大全口径销售额仅53亿元，位列行业49名；10月的销售额未能上榜，而位列50位的房企销售额为36.9亿元。\n不过，自流动性危机公开化至今，恒大暂未“躺平”违约。\n公开信息显示，近期恒大还多次按期支付债券利息。最近的一次为11月11日，恒大于当天支付了三笔美元债利息，合计约1.48亿美元。这三笔美元债分别于2022年、2023年、2024年4月到期，11月11日是三笔债券票息30日宽限期的最后一天。\n近期，有关许家印变卖个人资产的消息亦在市场上广为流传。据称，许家印已把个人财产押的押、卖的卖，已经变卖的资产包中，包括香港的三栋别墅和广州、深圳的豪宅，还有几架私人飞机等，而拿回的钱基本用于恒大保交楼、还利息、兑理财、开工资等。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857265585,"gmtCreate":1635531081070,"gmtModify":1635531081070,"author":{"id":"3540536466537550","authorId":"3540536466537550","name":"很是看好","avatar":"https://static.tigerbbs.com/be93ff0ff68d4e4b78aeb87e8fc59427","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/KC\">$金山云(KC)$</a>自己人抛售？？？？","listText":"<a href=\"https://laohu8.com/S/KC\">$金山云(KC)$</a>自己人抛售？？？？","text":"$金山云(KC)$自己人抛售？？？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857265585","isVote":1,"tweetType":1,"viewCount":1320,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857265669,"gmtCreate":1635531066213,"gmtModify":1635531066213,"author":{"id":"3540536466537550","authorId":"3540536466537550","name":"很是看好","avatar":"https://static.tigerbbs.com/be93ff0ff68d4e4b78aeb87e8fc59427","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/KC\">$金山云(KC)$</a>发不了贴了。","listText":"<a href=\"https://laohu8.com/S/KC\">$金山云(KC)$</a>发不了贴了。","text":"$金山云(KC)$发不了贴了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/857265669","isVote":1,"tweetType":1,"viewCount":1357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852282038,"gmtCreate":1635280887672,"gmtModify":1635280887672,"author":{"id":"3540536466537550","authorId":"3540536466537550","name":"很是看好","avatar":"https://static.tigerbbs.com/be93ff0ff68d4e4b78aeb87e8fc59427","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/KC\">$金山云(KC)$</a>？？？","listText":"<a href=\"https://laohu8.com/S/KC\">$金山云(KC)$</a>？？？","text":"$金山云(KC)$？？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/852282038","isVote":1,"tweetType":1,"viewCount":1902,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":851084091,"gmtCreate":1634859446427,"gmtModify":1634859446427,"author":{"id":"3540536466537550","authorId":"3540536466537550","name":"很是看好","avatar":"https://static.tigerbbs.com/be93ff0ff68d4e4b78aeb87e8fc59427","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>Intel YES","listText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>Intel YES","text":"$AMD(AMD)$Intel YES","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/851084091","isVote":1,"tweetType":1,"viewCount":989,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":853506813,"gmtCreate":1634821823584,"gmtModify":1634821823584,"author":{"id":"3540536466537550","authorId":"3540536466537550","name":"很是看好","avatar":"https://static.tigerbbs.com/be93ff0ff68d4e4b78aeb87e8fc59427","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"房价太低了。涨，涨，涨。","listText":"房价太低了。涨，涨，涨。","text":"房价太低了。涨，涨，涨。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853506813","repostId":"1147744957","repostType":4,"repost":{"id":"1147744957","weMediaInfo":{"introduction":"提供来自华尔街的观点，观察市场，提供独道的解读视角。","home_visible":1,"media_name":"老虎锐评","id":"1005414032","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1634820738,"share":"https://www.laohu8.com/m/news/1147744957?lang=&edition=full","pubTime":"2021-10-21 20:52","market":"us","language":"zh","title":"老虎观察: 美元债违约之前地产公司的小伎俩","url":"https://stock-news.laohu8.com/highlight/detail?id=1147744957","media":"老虎锐评","summary":"盘前观察\n美股盘前下跌。（盘前：巴菲特旗下公司登陆市场！业绩“发威”瑞幸躁动）\n 美元债违约之前地产公司的小伎俩\n自从我们统计地产公司的美元债以后，到期的公司无一幸免。恒大是属于性质最恶劣的，不仅转移","content":"<p><b>盘前观察</b></p>\n<p>美股盘前下跌。（<a href=\"https://laohu8.com/NW/1138269989\" target=\"_blank\">盘前：巴菲特旗下公司登陆市场！业绩“发威”瑞幸躁动</a>）</p>\n<p>&nbsp;<b>美元债违约之前地产公司的小伎俩</b></p>\n<p>自从我们统计地产公司的美元债以后，到期的公司无一幸免。恒大是属于性质最恶劣的，不仅转移了抵押债后面的资产（详见之前的分析），而且还没有到债务偿还本金的时候，利息就付不出来了。其它的地产公司好一点点，是遇到偿还本金的时候才宣布违约。今天官方宣布违约的是当代置业，直接“取消申请延期偿还$2.5亿债券的计划”。不仅不给自己还债的机会，也不给债权人任何期待。</p>\n<p>我先把统计列出来，<b>四个字总结：挨个躺平。</b>所以很自然就把眼光投向了美元债即将到期的另外两家公司，弘阳地产（1996.HK）和金辉控股（9993.HK）。根据彭博信息，弘扬地产即将到期的美元债金额是$1亿，金辉控股即将到期的美元债金额是$2.5亿。这两笔债目前交易价格都在99+，也就是说债市认为这两笔债不会违约。</p>\n<p><img src=\"https://static.tigerbbs.com/86a469f57ee01246f1a807902acbf294\" tg-width=\"932\" tg-height=\"140\" width=\"100%\" height=\"auto\">先说金辉控股。金辉控股上市的时间很短，2020年10月29日才上市，不到一年，目前累计美元债超过$10亿。10月31日到期的$2.5亿，应该是金辉控股上市之后的第一笔到期美元债（这笔债的发行日前在上市前，2019年）。</p>\n<p>&nbsp;根据公司的公告，目前这笔$2.5亿美元债已经部分还清，没还清的部分也已经资金到位。</p>\n<p><img src=\"https://static.tigerbbs.com/2e54c22280f0a3710a60cce30180aec3\" tg-width=\"609\" tg-height=\"138\" width=\"100%\" height=\"auto\">可以看出来，公司对上市之后的第一笔到期美元债非常重视。10月份地产公司进入美元债违约季后，害怕自己被连带，就一直积极进行还款工作。如果公司昨天的公告准确（资金到位），那么这个雷就可以暂时排出，债市目前给与的99+价格合理。不过从还款的频率上，以及公司积极对外示好自己的资金实力，能看得出来公司的资金并非宽裕。</p>\n<p>但是债市对弘阳地产即将到期债务依旧给与99+价格，我就有点看不懂了。</p>\n<p>这家公司的债务还有9天到期，和金辉控股一样，进入10月后，弘阳地产对这笔债务也在进行积极提前回购，下表是统计。<img src=\"https://static.tigerbbs.com/7fa0d5c9a330360c014e3ef880ccdadd\" tg-width=\"509\" tg-height=\"171\" width=\"100%\" height=\"auto\">公告（提前回购票据）很频繁，只是每次回购的金额都少得可怜。特别是最近的一次，提前回购$200万也值得发个公告？30号就要到期的债务，18号提前回购2%，能省下多少利息？意义是什么？显示公司资金实力雄厚？</p>\n<p>如果我们看弘阳地产过往的公告（上市时间2018年），只有2019年宣布过一次提前回购，当时回购金额是$1亿，偿还比例接近30%，完全反衬现在挤牙膏一般的回购。</p>\n<p>“自愿回购”这个游戏，其实在花样年身上是体现得最淋漓尽致的。在债务违约之前，公司频繁宣布“自愿回购”。下表是花样年的“自愿回购”历史，从今年才开始。越到暴雷前，“自愿回购”越频繁。越彰显财力，其实内心就越虚。<img src=\"https://static.tigerbbs.com/413ed6eaf7a69fff3bee55508865008a\" tg-width=\"580\" tg-height=\"297\" width=\"100%\" height=\"auto\">我并非认为弘阳地产就一定不能偿还10月30日到期的债务，但是种种迹象表明，违约的可能性远远和债市给与的99+价格明显不匹配。向下做空的风险收益，远远高于向上做多的风险收益。</p>\n<p><b>大市(美东时间9:00 AM)</b></p>\n<p><img src=\"https://static.tigerbbs.com/b520d227a4029be368400629541a36f6\" tg-width=\"789\" tg-height=\"432\" width=\"100%\" height=\"auto\"><b>公司新闻</b></p>\n<p><b>WeWork(WE)：今日通过SPAC在纽交所上市，估值$90亿。</b></p>\n<p><b>Vita Coco(COCO)：今日在纳斯达克上市，IPO发行价$15，低于定价区间。</b></p>\n<p><b>黑石(BX)：3季度营收好于预期，资管规模达$7,307亿，盘前涨3%。</b>第3季度营收$62.24亿，同比增长105%；净利润$14亿，同比增长76%。</p>\n<p><b>美国航空(AAL)：3季度营收好于预期，预计4季度运力较2019年同期下降约11%-13%，盘前持平。</b>第3季度营收$89.69亿，去年同期$31.73亿；净利润$1.69亿，去年同期净亏损$23.99亿。</p>\n<p><b>西南航空(LUV)：3季度营收好于预期，净利润较2019年同期下降32.3%，盘前持平。</b>第3季度营收$47亿，同比增长161%；净利润$4.46亿，去年同期净亏损$1.96亿。</p>\n<p><b>金沙集团(LVS)：3季度营收增长46%，盘前跌2%。</b>第3季度营收$12.3亿，去年同期$5.86亿；每股亏损$0.46，去年同期$0.65。</p>\n<p><b>联合利华(UL)：3季度营收好于预期，警告明年通货膨胀将更高，盘前涨1%。</b>第3季度营收$156.7亿，去年同期$152.9。</p>\n<p><b>Quest Diagnostics(DGX)：3季度营收好于预期，业绩受新冠检测提振并上调全年展望，盘前涨2%。</b>第3季度营收$27.7亿，去年同期$27.9亿；每股收益$3.96，去年同期$4.31。</p>\n<p><b>辉瑞(PFE)&amp; BioNTech(BNTX)：新冠疫苗加强针在试验中有效性恢复至95.6%。</b></p>\n<p><b>Moderna(MRNA)&amp;强生(JNJ)：美国FDA批准Moderna和强生新冠疫苗加强针。</b>FDA表示3种已获得授权的疫苗可以混合搭配使用，CDC将就FDA的相关授权进行讨论。</p>\n<p><b>Digital World(DWAC)：前总统特朗普的社交媒体公司将与该公司通过SPAC合并上市。</b>特朗普将推出社交媒体平台TRUTH Social，为特朗普媒体技术集团TMTG的首个项目。</p>\n<p><b>Facebook(FB)：3季度游说支出$510万，同比增长3.9%，环比增长6.7%。</b>亚马逊(AMZN)游说支出为$470万，略低于上季度；谷歌(GOOGL)为$260万，环比增长24.9%，微软(MSFT)为$260万，环比增长6.5%。</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>老虎观察: 美元债违约之前地产公司的小伎俩</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{ 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}\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老虎观察: 美元债违约之前地产公司的小伎俩\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1005414032\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎锐评 </p>\n<p class=\"h-time\">2021-10-21 20:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>盘前观察</b></p>\n<p>美股盘前下跌。（<a href=\"https://laohu8.com/NW/1138269989\" target=\"_blank\">盘前：巴菲特旗下公司登陆市场！业绩“发威”瑞幸躁动</a>）</p>\n<p>&nbsp;<b>美元债违约之前地产公司的小伎俩</b></p>\n<p>自从我们统计地产公司的美元债以后，到期的公司无一幸免。恒大是属于性质最恶劣的，不仅转移了抵押债后面的资产（详见之前的分析），而且还没有到债务偿还本金的时候，利息就付不出来了。其它的地产公司好一点点，是遇到偿还本金的时候才宣布违约。今天官方宣布违约的是当代置业，直接“取消申请延期偿还$2.5亿债券的计划”。不仅不给自己还债的机会，也不给债权人任何期待。</p>\n<p>我先把统计列出来，<b>四个字总结：挨个躺平。</b>所以很自然就把眼光投向了美元债即将到期的另外两家公司，弘阳地产（1996.HK）和金辉控股（9993.HK）。根据彭博信息，弘扬地产即将到期的美元债金额是$1亿，金辉控股即将到期的美元债金额是$2.5亿。这两笔债目前交易价格都在99+，也就是说债市认为这两笔债不会违约。</p>\n<p><img src=\"https://static.tigerbbs.com/86a469f57ee01246f1a807902acbf294\" tg-width=\"932\" tg-height=\"140\" width=\"100%\" height=\"auto\">先说金辉控股。金辉控股上市的时间很短，2020年10月29日才上市，不到一年，目前累计美元债超过$10亿。10月31日到期的$2.5亿，应该是金辉控股上市之后的第一笔到期美元债（这笔债的发行日前在上市前，2019年）。</p>\n<p>&nbsp;根据公司的公告，目前这笔$2.5亿美元债已经部分还清，没还清的部分也已经资金到位。</p>\n<p><img src=\"https://static.tigerbbs.com/2e54c22280f0a3710a60cce30180aec3\" tg-width=\"609\" tg-height=\"138\" width=\"100%\" height=\"auto\">可以看出来，公司对上市之后的第一笔到期美元债非常重视。10月份地产公司进入美元债违约季后，害怕自己被连带，就一直积极进行还款工作。如果公司昨天的公告准确（资金到位），那么这个雷就可以暂时排出，债市目前给与的99+价格合理。不过从还款的频率上，以及公司积极对外示好自己的资金实力，能看得出来公司的资金并非宽裕。</p>\n<p>但是债市对弘阳地产即将到期债务依旧给与99+价格，我就有点看不懂了。</p>\n<p>这家公司的债务还有9天到期，和金辉控股一样，进入10月后，弘阳地产对这笔债务也在进行积极提前回购，下表是统计。<img src=\"https://static.tigerbbs.com/7fa0d5c9a330360c014e3ef880ccdadd\" tg-width=\"509\" tg-height=\"171\" width=\"100%\" height=\"auto\">公告（提前回购票据）很频繁，只是每次回购的金额都少得可怜。特别是最近的一次，提前回购$200万也值得发个公告？30号就要到期的债务，18号提前回购2%，能省下多少利息？意义是什么？显示公司资金实力雄厚？</p>\n<p>如果我们看弘阳地产过往的公告（上市时间2018年），只有2019年宣布过一次提前回购，当时回购金额是$1亿，偿还比例接近30%，完全反衬现在挤牙膏一般的回购。</p>\n<p>“自愿回购”这个游戏，其实在花样年身上是体现得最淋漓尽致的。在债务违约之前，公司频繁宣布“自愿回购”。下表是花样年的“自愿回购”历史，从今年才开始。越到暴雷前，“自愿回购”越频繁。越彰显财力，其实内心就越虚。<img src=\"https://static.tigerbbs.com/413ed6eaf7a69fff3bee55508865008a\" tg-width=\"580\" tg-height=\"297\" width=\"100%\" height=\"auto\">我并非认为弘阳地产就一定不能偿还10月30日到期的债务，但是种种迹象表明，违约的可能性远远和债市给与的99+价格明显不匹配。向下做空的风险收益，远远高于向上做多的风险收益。</p>\n<p><b>大市(美东时间9:00 AM)</b></p>\n<p><img src=\"https://static.tigerbbs.com/b520d227a4029be368400629541a36f6\" tg-width=\"789\" tg-height=\"432\" width=\"100%\" height=\"auto\"><b>公司新闻</b></p>\n<p><b>WeWork(WE)：今日通过SPAC在纽交所上市，估值$90亿。</b></p>\n<p><b>Vita Coco(COCO)：今日在纳斯达克上市，IPO发行价$15，低于定价区间。</b></p>\n<p><b>黑石(BX)：3季度营收好于预期，资管规模达$7,307亿，盘前涨3%。</b>第3季度营收$62.24亿，同比增长105%；净利润$14亿，同比增长76%。</p>\n<p><b>美国航空(AAL)：3季度营收好于预期，预计4季度运力较2019年同期下降约11%-13%，盘前持平。</b>第3季度营收$89.69亿，去年同期$31.73亿；净利润$1.69亿，去年同期净亏损$23.99亿。</p>\n<p><b>西南航空(LUV)：3季度营收好于预期，净利润较2019年同期下降32.3%，盘前持平。</b>第3季度营收$47亿，同比增长161%；净利润$4.46亿，去年同期净亏损$1.96亿。</p>\n<p><b>金沙集团(LVS)：3季度营收增长46%，盘前跌2%。</b>第3季度营收$12.3亿，去年同期$5.86亿；每股亏损$0.46，去年同期$0.65。</p>\n<p><b>联合利华(UL)：3季度营收好于预期，警告明年通货膨胀将更高，盘前涨1%。</b>第3季度营收$156.7亿，去年同期$152.9。</p>\n<p><b>Quest Diagnostics(DGX)：3季度营收好于预期，业绩受新冠检测提振并上调全年展望，盘前涨2%。</b>第3季度营收$27.7亿，去年同期$27.9亿；每股收益$3.96，去年同期$4.31。</p>\n<p><b>辉瑞(PFE)&amp; BioNTech(BNTX)：新冠疫苗加强针在试验中有效性恢复至95.6%。</b></p>\n<p><b>Moderna(MRNA)&amp;强生(JNJ)：美国FDA批准Moderna和强生新冠疫苗加强针。</b>FDA表示3种已获得授权的疫苗可以混合搭配使用，CDC将就FDA的相关授权进行讨论。</p>\n<p><b>Digital World(DWAC)：前总统特朗普的社交媒体公司将与该公司通过SPAC合并上市。</b>特朗普将推出社交媒体平台TRUTH Social，为特朗普媒体技术集团TMTG的首个项目。</p>\n<p><b>Facebook(FB)：3季度游说支出$510万，同比增长3.9%，环比增长6.7%。</b>亚马逊(AMZN)游说支出为$470万，略低于上季度；谷歌(GOOGL)为$260万，环比增长24.9%，微软(MSFT)为$260万，环比增长6.5%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e51dca4aea5a4f4975d48e2264c0446","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147744957","content_text":"盘前观察\n美股盘前下跌。（盘前：巴菲特旗下公司登陆市场！业绩“发威”瑞幸躁动）\n 美元债违约之前地产公司的小伎俩\n自从我们统计地产公司的美元债以后，到期的公司无一幸免。恒大是属于性质最恶劣的，不仅转移了抵押债后面的资产（详见之前的分析），而且还没有到债务偿还本金的时候，利息就付不出来了。其它的地产公司好一点点，是遇到偿还本金的时候才宣布违约。今天官方宣布违约的是当代置业，直接“取消申请延期偿还$2.5亿债券的计划”。不仅不给自己还债的机会，也不给债权人任何期待。\n我先把统计列出来，四个字总结：挨个躺平。所以很自然就把眼光投向了美元债即将到期的另外两家公司，弘阳地产（1996.HK）和金辉控股（9993.HK）。根据彭博信息，弘扬地产即将到期的美元债金额是$1亿，金辉控股即将到期的美元债金额是$2.5亿。这两笔债目前交易价格都在99+，也就是说债市认为这两笔债不会违约。\n先说金辉控股。金辉控股上市的时间很短，2020年10月29日才上市，不到一年，目前累计美元债超过$10亿。10月31日到期的$2.5亿，应该是金辉控股上市之后的第一笔到期美元债（这笔债的发行日前在上市前，2019年）。\n 根据公司的公告，目前这笔$2.5亿美元债已经部分还清，没还清的部分也已经资金到位。\n可以看出来，公司对上市之后的第一笔到期美元债非常重视。10月份地产公司进入美元债违约季后，害怕自己被连带，就一直积极进行还款工作。如果公司昨天的公告准确（资金到位），那么这个雷就可以暂时排出，债市目前给与的99+价格合理。不过从还款的频率上，以及公司积极对外示好自己的资金实力，能看得出来公司的资金并非宽裕。\n但是债市对弘阳地产即将到期债务依旧给与99+价格，我就有点看不懂了。\n这家公司的债务还有9天到期，和金辉控股一样，进入10月后，弘阳地产对这笔债务也在进行积极提前回购，下表是统计。公告（提前回购票据）很频繁，只是每次回购的金额都少得可怜。特别是最近的一次，提前回购$200万也值得发个公告？30号就要到期的债务，18号提前回购2%，能省下多少利息？意义是什么？显示公司资金实力雄厚？\n如果我们看弘阳地产过往的公告（上市时间2018年），只有2019年宣布过一次提前回购，当时回购金额是$1亿，偿还比例接近30%，完全反衬现在挤牙膏一般的回购。\n“自愿回购”这个游戏，其实在花样年身上是体现得最淋漓尽致的。在债务违约之前，公司频繁宣布“自愿回购”。下表是花样年的“自愿回购”历史，从今年才开始。越到暴雷前，“自愿回购”越频繁。越彰显财力，其实内心就越虚。我并非认为弘阳地产就一定不能偿还10月30日到期的债务，但是种种迹象表明，违约的可能性远远和债市给与的99+价格明显不匹配。向下做空的风险收益，远远高于向上做多的风险收益。\n大市(美东时间9:00 AM)\n公司新闻\nWeWork(WE)：今日通过SPAC在纽交所上市，估值$90亿。\nVita Coco(COCO)：今日在纳斯达克上市，IPO发行价$15，低于定价区间。\n黑石(BX)：3季度营收好于预期，资管规模达$7,307亿，盘前涨3%。第3季度营收$62.24亿，同比增长105%；净利润$14亿，同比增长76%。\n美国航空(AAL)：3季度营收好于预期，预计4季度运力较2019年同期下降约11%-13%，盘前持平。第3季度营收$89.69亿，去年同期$31.73亿；净利润$1.69亿，去年同期净亏损$23.99亿。\n西南航空(LUV)：3季度营收好于预期，净利润较2019年同期下降32.3%，盘前持平。第3季度营收$47亿，同比增长161%；净利润$4.46亿，去年同期净亏损$1.96亿。\n金沙集团(LVS)：3季度营收增长46%，盘前跌2%。第3季度营收$12.3亿，去年同期$5.86亿；每股亏损$0.46，去年同期$0.65。\n联合利华(UL)：3季度营收好于预期，警告明年通货膨胀将更高，盘前涨1%。第3季度营收$156.7亿，去年同期$152.9。\nQuest Diagnostics(DGX)：3季度营收好于预期，业绩受新冠检测提振并上调全年展望，盘前涨2%。第3季度营收$27.7亿，去年同期$27.9亿；每股收益$3.96，去年同期$4.31。\n辉瑞(PFE)& BioNTech(BNTX)：新冠疫苗加强针在试验中有效性恢复至95.6%。\nModerna(MRNA)&强生(JNJ)：美国FDA批准Moderna和强生新冠疫苗加强针。FDA表示3种已获得授权的疫苗可以混合搭配使用，CDC将就FDA的相关授权进行讨论。\nDigital World(DWAC)：前总统特朗普的社交媒体公司将与该公司通过SPAC合并上市。特朗普将推出社交媒体平台TRUTH Social，为特朗普媒体技术集团TMTG的首个项目。\nFacebook(FB)：3季度游说支出$510万，同比增长3.9%，环比增长6.7%。亚马逊(AMZN)游说支出为$470万，略低于上季度；谷歌(GOOGL)为$260万，环比增长24.9%，微软(MSFT)为$260万，环比增长6.5%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":737,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":859573626,"gmtCreate":1634717359525,"gmtModify":1634717359525,"author":{"id":"3540536466537550","authorId":"3540536466537550","name":"很是看好","avatar":"https://static.tigerbbs.com/be93ff0ff68d4e4b78aeb87e8fc59427","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"个案这么着急跳出来干什么？欲盖弥彰","listText":"个案这么着急跳出来干什么？欲盖弥彰","text":"个案这么着急跳出来干什么？欲盖弥彰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/859573626","repostId":"1127904625","repostType":4,"isVote":1,"tweetType":1,"viewCount":1660,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":821383986,"gmtCreate":1633698708499,"gmtModify":1633698708499,"author":{"id":"3540536466537550","authorId":"3540536466537550","name":"很是看好","avatar":"https://static.tigerbbs.com/be93ff0ff68d4e4b78aeb87e8fc59427","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"搞笑","listText":"搞笑","text":"搞笑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/821383986","repostId":"1168827544","repostType":4,"repost":{"id":"1168827544","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1633697365,"share":"https://www.laohu8.com/m/news/1168827544?lang=&edition=full","pubTime":"2021-10-08 20:49","market":"other","language":"zh","title":"虚拟货币“挖矿”活动被列入淘汰类落后生产工艺装备","url":"https://stock-news.laohu8.com/highlight/detail?id=1168827544","media":"老虎资讯综合","summary":"10月8日，国家发展改革委就《市场准入负面清单（2021年版）》向社会公开征求意见。《清单（2021年版）》列有禁止准入事项6项，许可准入事项111项，共计117项，相比《市场准入负面清单（2020年版）》减少6项。其中，修订《产业结构调整指导目录》有关措施，将虚拟货币“挖矿”活动列入淘汰类“一、落后生产工艺装备”。","content":"<p>10月8日，国家发展改革委就《市场准入负面清单（2021年版）》向社会公开征求意见。《清单（2021年版）》列有禁止准入事项6项，许可准入事项111项，共计117项，相比《市场准入负面清单（2020年版）》减少6项。其中，修订《产业结构调整指导目录》有关措施，将虚拟货币“挖矿”活动列入淘汰类“一、落后生产工艺装备”。<img src=\"https://static.tigerbbs.com/49d3abfd6734749fed45aa34ad40cd79\" tg-width=\"1466\" tg-height=\"353\" referrerpolicy=\"no-referrer\"></p>\n<p></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\" 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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虚拟货币“挖矿”活动被列入淘汰类落后生产工艺装备\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-10-08 20:49</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>10月8日，国家发展改革委就《市场准入负面清单（2021年版）》向社会公开征求意见。《清单（2021年版）》列有禁止准入事项6项，许可准入事项111项，共计117项，相比《市场准入负面清单（2020年版）》减少6项。其中，修订《产业结构调整指导目录》有关措施，将虚拟货币“挖矿”活动列入淘汰类“一、落后生产工艺装备”。<img src=\"https://static.tigerbbs.com/49d3abfd6734749fed45aa34ad40cd79\" tg-width=\"1466\" tg-height=\"353\" referrerpolicy=\"no-referrer\"></p>\n<p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5269b01b5a203aebaa9521691bcd9de6","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168827544","content_text":"10月8日，国家发展改革委就《市场准入负面清单（2021年版）》向社会公开征求意见。《清单（2021年版）》列有禁止准入事项6项，许可准入事项111项，共计117项，相比《市场准入负面清单（2020年版）》减少6项。其中，修订《产业结构调整指导目录》有关措施，将虚拟货币“挖矿”活动列入淘汰类“一、落后生产工艺装备”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1140,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862360970,"gmtCreate":1632838021113,"gmtModify":1632838021113,"author":{"id":"3540536466537550","authorId":"3540536466537550","name":"很是看好","avatar":"https://static.tigerbbs.com/be93ff0ff68d4e4b78aeb87e8fc59427","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>恭喜。","listText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>恭喜。","text":"$AMD(AMD)$恭喜。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862360970","isVote":1,"tweetType":1,"viewCount":1146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862384754,"gmtCreate":1632837972526,"gmtModify":1632837972526,"author":{"id":"3540536466537550","authorId":"3540536466537550","name":"很是看好","avatar":"https://static.tigerbbs.com/be93ff0ff68d4e4b78aeb87e8fc59427","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"恭喜[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;","listText":"恭喜[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;","text":"恭喜[开心] [开心] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862384754","repostId":"2170942670","repostType":2,"repost":{"id":"2170942670","pubTimestamp":1632827280,"share":"https://www.laohu8.com/m/news/2170942670?lang=&edition=full","pubTime":"2021-09-28 19:08","market":"us","language":"zh","title":"半导体界“诺奖”迎来首位女性得主：AMD首席执行官苏姿丰","url":"https://stock-news.laohu8.com/highlight/detail?id=2170942670","media":"澎湃新闻","summary":"近日，半导体领域的“诺贝尔奖”授予52岁的AMDCEO苏姿丰。她也成为了第一位获得IEEE最高半导体奖的女性。苏姿丰在2014年成为半导体公司AMD的第一位女性CEO，当时正值该公司在破产边缘，而在她上任以后，AMD的股价一路飙升——从每股不到2美元飙升至110美元左右。后来更为传奇的“再造AMD”故事从2012年苏姿丰成为负责全球业务部门的高级副总裁开始，于2014年AMD面临巨大危机之既成为其成立以来首位女性CEO。","content":"<div>\n<p>近日，半导体领域的“诺贝尔奖”授予52岁的AMD（Advanced Micro Devices，超威半导体公司）CEO苏姿丰。她也成为了第一位获得IEEE最高半导体奖的女性。该奖项表彰其“在开创性的半导体产品和成功的商业战略方面的领导地位，为微电子行业的发展做出了贡献”。IEEE即电气和电子工程师协会，是全球最大的非营利性专业技术学会，IEEE Robert N. Noyce奖被认为是半导体领域的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202109281908497757a6bf&s=b\">Web Link</a>\n\n</div>\n","source":"tencent","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>半导体界“诺奖”迎来首位女性得主：AMD首席执行官苏姿丰</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半导体界“诺奖”迎来首位女性得主：AMD首席执行官苏姿丰\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-28 19:08 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202109281908497757a6bf&s=b><strong>澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，半导体领域的“诺贝尔奖”授予52岁的AMD（Advanced Micro Devices，超威半导体公司）CEO苏姿丰。她也成为了第一位获得IEEE最高半导体奖的女性。该奖项表彰其“在开创性的半导体产品和成功的商业战略方面的领导地位，为微电子行业的发展做出了贡献”。IEEE即电气和电子工程师协会，是全球最大的非营利性专业技术学会，IEEE Robert N. Noyce奖被认为是半导体领域的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202109281908497757a6bf&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f5e8aba7de194dc92d26747c1cfec057","relate_stocks":{"AMD":"美国超微公司"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202109281908497757a6bf&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2170942670","content_text":"近日，半导体领域的“诺贝尔奖”授予52岁的AMD（Advanced Micro Devices，超威半导体公司）CEO苏姿丰。她也成为了第一位获得IEEE最高半导体奖的女性。该奖项表彰其“在开创性的半导体产品和成功的商业战略方面的领导地位，为微电子行业的发展做出了贡献”。IEEE即电气和电子工程师协会，是全球最大的非营利性专业技术学会，IEEE Robert N. Noyce奖被认为是半导体领域的最高荣誉。苏姿丰在2014年成为半导体公司AMD的第一位女性CEO，当时正值该公司在破产边缘，而在她上任以后，AMD的股价一路飙升——从每股不到2美元飙升至110美元左右。现在，AMD在业界享有“高性能计算领域的领导者”的名誉，让AMD重回主流市场的旗舰产品——锐龙、霄龙处理器都是在苏姿丰领导下推出的。1969年，苏姿丰（Lisa Su）出生于中国台湾省台南市，在三岁时随在哥伦比亚大学就读的父亲入美，后考上纽约布朗克斯科学高中（Bronx High School of Science，先后诞生过6名诺贝尔奖得主和6名普利策奖得主）。高中毕业后，苏姿丰入学麻省理工学院电气工程专业，主修电机，大二时开始研究SOI（Silicon on insulator，绝缘体上的硅，通过合适放置绝缘体，减少器件内的寄生电容，从而提高性能）技术，是最早研究该技术的人之一。在那时这项技术还没有经过测试，今天，其既用于提高微芯片的性能，又用于降低其功率要求，已是半导体行业的主流技术。后来苏姿丰在这个当时被称为麻省理工学院最难的专业——EE（Electrical Engineering）读到了博士，24岁就获得博士学位。1995年，德州仪器（TI，是第一个硅晶体管、集成电路的研发者，现在是世界第三大半导体制造商）成为苏姿丰进入半导体行业的开始，后加入IBM。在IBM任职期间，苏姿丰使用铜技术代替铝连接半导体芯片，解决了铜杂质污染的问题，使芯片比传统铝连接快10%到20%。2002年，在从业7年后，因为新技术的研发与杰出的领导力，苏姿丰被麻省理工学院技术评论杂志（MIT Technology Review）评为“35岁以下杰出创新者”。后来更为传奇的“再造AMD”故事从2012年苏姿丰成为负责全球业务部门的高级副总裁开始，于2014年AMD面临巨大危机之既成为其成立以来首位女性CEO。又是一个七年，苏姿丰改变了当时英特尔（intel）的产品超过百分之九十以上的市场占有率的局面，拿出与英特尔旗鼓相当的产品，使AMD成为其不可小觑的竞争对手。西班牙媒体《HD Tecnologia》称苏姿丰的职业生涯可分为两个阶段，第一阶段跨越20年左右，专注于技术研发，第二个阶段则是跨越15年的管理者角色。据《IEEE Spectrum》，苏姿丰在得知获奖后说道，“老实说，我从未想过我会获得诺伊斯奖。“同时表示，“这是一生的荣誉，获得技术社区同行的认可会让人更感不足。我热爱我的工作，并将继续为半导体行业做出贡献。”（It's an honor of a lifetime. To have that recognition from my peers in the technical community is a humbling experience. But I love what I do and being able to contribute to the semiconductor industry.）IEEE Robert N. Noyce不是苏姿丰近期获得的唯一奖项。就在2021年9月22日，美国白宫公布了30位美国最杰出的科技领袖——总统科技顾问委员会（PCAST）的成员名单，苏姿丰也名列其中。PCAST是美国艾森豪威尔总统于1957年在人造卫星发射后几周建立的科学咨询委员会，是负责向美国总统和白宫提出科学、技术和创新政策建议的唯一外部顾问机构。在苏姿丰的入选介绍中写着，其曾开创使用铜代替铝连接计算机芯片，使芯片速度提高了20%，以及被《财富》杂志评为2020年“年度商业人物”第2名、《巴伦杂志》2019年的“世界最佳CEO”之一等成就。在一个月前，英伟达（NVIDIA）首席执行官黄仁勋获得了半导体行业协会（SIA）颁发的Robert N. Noyce 奖。值得注意的是，两个奖项均以罗伯特·诺伊斯 (Robert N. Noyce) 的名字命名，但来自两个不同的组织。","news_type":1},"isVote":1,"tweetType":1,"viewCount":983,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866098289,"gmtCreate":1632709569041,"gmtModify":1632709569041,"author":{"id":"3540536466537550","authorId":"3540536466537550","name":"很是看好","avatar":"https://static.tigerbbs.com/be93ff0ff68d4e4b78aeb87e8fc59427","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>封用户？什么**操作。不知道谁是爹吗？","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>封用户？什么**操作。不知道谁是爹吗？","text":"$小米集团-W(01810)$封用户？什么**操作。不知道谁是爹吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/866098289","isVote":1,"tweetType":1,"viewCount":1010,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":863371863,"gmtCreate":1632361442252,"gmtModify":1632361442252,"author":{"id":"3540536466537550","authorId":"3540536466537550","name":"很是看好","avatar":"https://static.tigerbbs.com/be93ff0ff68d4e4b78aeb87e8fc59427","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03333\">$中国恒大(03333)$</a>拉高跑路吧。很多大资金还没跑掉。破产肯定的了。","listText":"<a href=\"https://laohu8.com/S/03333\">$中国恒大(03333)$</a>拉高跑路吧。很多大资金还没跑掉。破产肯定的了。","text":"$中国恒大(03333)$拉高跑路吧。很多大资金还没跑掉。破产肯定的了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/863371863","isVote":1,"tweetType":1,"viewCount":1922,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":881957763,"gmtCreate":1631287238852,"gmtModify":1631287238852,"author":{"id":"3540536466537550","authorId":"3540536466537550","name":"很是看好","avatar":"https://static.tigerbbs.com/be93ff0ff68d4e4b78aeb87e8fc59427","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"不禁烟。禁电子烟？？？","listText":"不禁烟。禁电子烟？？？","text":"不禁烟。禁电子烟？？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/881957763","repostId":"1112263399","repostType":2,"repost":{"id":"1112263399","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1631282532,"share":"https://www.laohu8.com/m/news/1112263399?lang=&edition=full","pubTime":"2021-09-10 22:02","market":"other","language":"zh","title":"【异动】雾芯科技跌超6%，香港或下月前通过禁电子烟条例","url":"https://stock-news.laohu8.com/highlight/detail?id=1112263399","media":"老虎资讯综合","summary":"9月10日，雾芯科技盘中跌超6%，香港立法会吸烟修订条例草案委员会今日完成有关修例禁止加热烟及电子烟的审议工作，方案或将10月底前通过。","content":"<p>9月10日，雾芯科技盘中跌超6%，香港立法会吸烟修订条例草案委员会今日完成有关修例禁止加热烟及电子烟的审议工作，方案或将10月底前通过。</p>\n<p><img src=\"https://static.tigerbbs.com/93b031aa1fd648e27364bb34cf6b08ae\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>【异动】雾芯科技跌超6%，香港或下月前通过禁电子烟条例</title>\n<style 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referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9bc4ee269ad9cff7441dc3605e3bc69a","relate_stocks":{"RLX":"雾芯科技","06969":"思摩尔国际"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112263399","content_text":"9月10日，雾芯科技盘中跌超6%，香港立法会吸烟修订条例草案委员会今日完成有关修例禁止加热烟及电子烟的审议工作，方案或将10月底前通过。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":332188135,"gmtCreate":1610357588427,"gmtModify":1703743695037,"author":{"id":"3540536466537550","authorId":"3540536466537550","name":"很是看好","avatar":"https://static.tigerbbs.com/be93ff0ff68d4e4b78aeb87e8fc59427","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$蔚来(NIO)$ PPT造车，开盘拭目以待。贾跃亭的影子已经看到了。盘前找写手，加庄家疯狂拉高出货！！！这些垃圾企业。不干活就吹牛逼！！！","listText":"$蔚来(NIO)$ 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