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CHcrystal
2021-05-17
[开心]
@美股研究社:【快讯】
$苹果(AAPL)$
苹果(AAPL.O)与杜比实验室合作在Apple Music推出空间音效,订阅用户可享受7500万首无损歌曲。
CHcrystal
2021-05-07
[呆住]
抱歉,原内容已删除
CHcrystal
2021-05-05
[微笑]
抱歉,原内容已删除
CHcrystal
2021-05-04
[惊讶]
抱歉,原内容已删除
CHcrystal
2021-05-03
[微笑]
抱歉,原内容已删除
CHcrystal
2021-05-02
[微笑]
抱歉,原内容已删除
CHcrystal
2021-05-01
[微笑]
抱歉,原内容已删除
CHcrystal
2021-04-29
[财迷]
@猛虎财经:报告显示,苹果公司第二财季净营收为895.84亿美元,比去年同期的583.13亿美元增长54%;净利润为236.30亿美元,比去年同期的112.49亿美元增长110%。苹果表示,将把股息提高7%至每股0.22美元,并授权900亿美元的股票回购,这大大高于去年的500亿美元和2019年的750亿美元。
$苹果(AAPL)$
CHcrystal
2021-04-28
[惊讶]
抱歉,原内容已删除
CHcrystal
2021-04-27
[微笑]
抱歉,原内容已删除
CHcrystal
2021-04-26
[微笑]
抱歉,原内容已删除
CHcrystal
2021-04-23
[呆住]
抱歉,原内容已删除
CHcrystal
2021-04-21
[开心]
抱歉,原内容已删除
CHcrystal
2021-04-19
[惊讶]
抱歉,原内容已删除
CHcrystal
2021-04-17
[惊讶]
抱歉,原内容已删除
CHcrystal
2021-04-16
[微笑]
@小虎综合资讯:苹果发起成立2亿美元碳清除基金,考虑在中国投资
CHcrystal
2021-04-14
[微笑]
抱歉,原内容已删除
CHcrystal
2021-04-10
[微笑]
@爱上趋势股:一文看懂,如何布局全球芯片产业链!!!
CHcrystal
2021-04-09
[财迷]
@美股研究社:【今日机构评级汇总】Piper Sandler认为苹果iPhone市占率或仍有上升空间;瑞信看好哔哩哔哩长远发展前景
CHcrystal
2021-04-07
[惊讶]
抱歉,原内容已删除
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","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/109064059","repostId":"100701513","repostType":1,"repost":{"id":100701513,"gmtCreate":1619648014032,"gmtModify":1619648014032,"author":{"id":"3480981608385315","authorId":"3480981608385315","name":"猛虎财经","avatar":"https://static.tigerbbs.com/5f4cecdb84af1583ad2d12f02487a5e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480981608385315","authorIdStr":"3480981608385315"},"themes":[],"htmlText":"报告显示,苹果公司第二财季净营收为895.84亿美元,比去年同期的583.13亿美元增长54%;净利润为236.30亿美元,比去年同期的112.49亿美元增长110%。苹果表示,将把股息提高7%至每股0.22美元,并授权900亿美元的股票回购,这大大高于去年的500亿美元和2019年的750亿美元。<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>","listText":"报告显示,苹果公司第二财季净营收为895.84亿美元,比去年同期的583.13亿美元增长54%;净利润为236.30亿美元,比去年同期的112.49亿美元增长110%。苹果表示,将把股息提高7%至每股0.22美元,并授权900亿美元的股票回购,这大大高于去年的500亿美元和2019年的750亿美元。<a 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","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370009629","repostId":"347509844","repostType":1,"repost":{"id":347509844,"gmtCreate":1618499332285,"gmtModify":1618499332285,"author":{"id":"3527667586584720","authorId":"3527667586584720","name":"小虎综合资讯","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667586584720","authorIdStr":"3527667586584720"},"themes":[],"title":"苹果发起成立2亿美元碳清除基金,考虑在中国投资","htmlText":"4月15日,<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>宣布了一项名为 Restore Fund 的碳清除计划,该计划将投资于森林保护项目,从而清除大气中的碳,同时为投资者带来财务回报。 苹果副总裁、大中华区董事总经理葛越在接受记者采访时表示,尽管苹果已经在全球的运营排放实现碳中和,但公司还有一个宏大的目标,到 2030 年要在整个供应链和产品实现 100% 的碳中和。“我们计划在 2030 年前将供应链和 产品碳排放减少75%。至于剩下25%的碳排放,将由这个基金通过从大气中清除等量的碳来解决。” 葛越称,新基金会在全球范围内寻求满足在生态保护,碳减排和经济回报上的要求的合适项目,如果有适合的项目肯定会考虑在中国投资。","listText":"4月15日,<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>宣布了一项名为 Restore Fund 的碳清除计划,该计划将投资于森林保护项目,从而清除大气中的碳,同时为投资者带来财务回报。 苹果副总裁、大中华区董事总经理葛越在接受记者采访时表示,尽管苹果已经在全球的运营排放实现碳中和,但公司还有一个宏大的目标,到 2030 年要在整个供应链和产品实现 100% 的碳中和。“我们计划在 2030 年前将供应链和 产品碳排放减少75%。至于剩下25%的碳排放,将由这个基金通过从大气中清除等量的碳来解决。” 葛越称,新基金会在全球范围内寻求满足在生态保护,碳减排和经济回报上的要求的合适项目,如果有适合的项目肯定会考虑在中国投资。","text":"4月15日,$苹果(AAPL)$宣布了一项名为 Restore Fund 的碳清除计划,该计划将投资于森林保护项目,从而清除大气中的碳,同时为投资者带来财务回报。 苹果副总裁、大中华区董事总经理葛越在接受记者采访时表示,尽管苹果已经在全球的运营排放实现碳中和,但公司还有一个宏大的目标,到 2030 年要在整个供应链和产品实现 100% 的碳中和。“我们计划在 2030 年前将供应链和 产品碳排放减少75%。至于剩下25%的碳排放,将由这个基金通过从大气中清除等量的碳来解决。” 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","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346808621","repostId":"348737583","repostType":1,"repost":{"id":348737583,"gmtCreate":1617962174338,"gmtModify":1617967808006,"author":{"id":"3502860692623653","authorId":"3502860692623653","name":"爱上趋势股","avatar":"https://static.tigerbbs.com/17f4521614b0cae62aff9fa7fa80fa77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3502860692623653","authorIdStr":"3502860692623653"},"themes":[],"title":"一文看懂,如何布局全球芯片产业链!!!","htmlText":"——趋势哥出品,必是精品—— “缺芯潮”还在愈演愈烈,越来越多车企被迫停产: 这一轮“缺芯潮”的原因是【需求端增加】,同时【供给端减少】,可谓戴维斯双击。 【需求端增加】:智能穿戴、电子设备、智能电车等等工业新产品的诞生,对芯片需求陡增。 简单来说,就是现在和未来,我们身边的工业品会越来越智能化,它们对芯片的需求也越来越多。 【供给端减少】: 疫情影响,停工停产; 天灾人祸影响,比如:法国工人ba工、美国大雪、日本地震火灾; 产能配置影响,比如:<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 把大部分产能都给了高利润的手机芯片,汽车、电子等分不出产能了。 以上因素,导致了“缺芯潮”的爆发。 如果在细分一下,所谓“缺芯潮”,主要是指【28nm及28nm以上】的中低端汽车、电子芯片。 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于是,美国在4月初,就开始谋划拉上日韩,阻断我国半导体发展。根据日本媒体报道,日本与美国将会达成半导体大规模的联合投资。 同时,拜登强调:要借助近期的“缺芯潮”,加大投资半导体产业的力度,在与中国的半导体竞赛中取胜。 看到这的小伙伴可能有点懵逼,美国要与中国半导体竞赛?只有互为对手才会有竞赛,我们的半导体不是被美国吊打吗?其实不然。 看似强大的美国半导体,在产业去中心化后,半导体产业的全球份额是一直在下降,反之我们是一直在上升。并且,在这次主缺的成熟进程工艺,我国已基本实现了自主可控。 也就是说,我国的半导体产业,其实并","text":"——趋势哥出品,必是精品—— “缺芯潮”还在愈演愈烈,越来越多车企被迫停产: 这一轮“缺芯潮”的原因是【需求端增加】,同时【供给端减少】,可谓戴维斯双击。 【需求端增加】:智能穿戴、电子设备、智能电车等等工业新产品的诞生,对芯片需求陡增。 简单来说,就是现在和未来,我们身边的工业品会越来越智能化,它们对芯片的需求也越来越多。 【供给端减少】: 疫情影响,停工停产; 天灾人祸影响,比如:法国工人ba工、美国大雪、日本地震火灾; 产能配置影响,比如:$台积电(TSM)$ 把大部分产能都给了高利润的手机芯片,汽车、电子等分不出产能了。 以上因素,导致了“缺芯潮”的爆发。 如果在细分一下,所谓“缺芯潮”,主要是指【28nm及28nm以上】的中低端汽车、电子芯片。 28nm以下(不含)的高工艺芯片,以手机为主,主要产能集中在台积电手里;受制于美国,大陆的晶圆厂短期难以在这个领域有所突破。而28nm以上(含)的成熟工艺,大陆已基本自主可控。 所以,这次全球“缺芯潮”,反而对我们来说是一个绝佳的机遇。不过,美国肯定不会坐视我们抓住这次机会,把半导体产业发展上来。 于是,美国在4月初,就开始谋划拉上日韩,阻断我国半导体发展。根据日本媒体报道,日本与美国将会达成半导体大规模的联合投资。 同时,拜登强调:要借助近期的“缺芯潮”,加大投资半导体产业的力度,在与中国的半导体竞赛中取胜。 看到这的小伙伴可能有点懵逼,美国要与中国半导体竞赛?只有互为对手才会有竞赛,我们的半导体不是被美国吊打吗?其实不然。 看似强大的美国半导体,在产业去中心化后,半导体产业的全球份额是一直在下降,反之我们是一直在上升。并且,在这次主缺的成熟进程工艺,我国已基本实现了自主可控。 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