是一只猪的个人主页 - 老虎社区

是一只猪

是一只猪

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2022-02-16

同意

一图看懂 | 10大顶级机构Q4持仓变动

2022-01-26

这篇文章不错，转发给大家看

@不醉自醉的Z:$Niu Technologies(NIU)$同质化代表着经验可复制性，而独特性取决于对目标国家和地区的足够深耕和了解，产品看起来就很有差异性特色，小牛确实是一家有思想的品牌

2022-01-18

整什么周边产品啊…现金券没了啊🙃🙃🙃

2022-01-15

这篇文章不错，转发给大家看

@Ivan_甘灿荣:2022前瞻（一）：当心今年全球共振，大调整还是有可能的

2021-11-07

这篇文章不错，转发给大家看看

@小虎活动:[Halloween Game] Trade or Treat!

2021-11-04

这篇文章不错，转发给大家看看

@小虎活动:[Halloween Game] Trade or Treat!

2021-11-03

[呆住] [呆住]

@小虎活动:[Halloween Game] Trade or Treat!

2021-11-01

这篇文章不错，转发给大家看看

@小虎活动:[Halloween Game] Trade or Treat!

2021-10-31

这篇文章不错，转发给大家看看

@小虎活动:[Halloween Game] Trade or Treat!

2021-10-04

这篇文章不错，转发给大家看

@小虎活动:【收益率挑战】周周正收益，我是老虎大赢家！

2021-09-21

$立合斯顿(AP4.SI)$[流泪]

2021-09-02

[哟哟]

@是一只猪:$立合斯顿(AP4.SI)$[捂脸]

2021-08-23

[流泪]

@是一只猪:$立合斯顿(AP4.SI)$[流泪] [流泪]

2021-08-22

$立合斯顿(AP4.SI)$[流泪] [流泪]

2021-07-29

$立合斯顿(AP4.SI)$[捂脸]

2021-07-16

哦

英特尔或300亿美元买格芯，代工产业要变天

去老虎APP查看更多动态

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10:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>13F持仓报告是了解华尔街投资风向标的重要渠道，2021年四季度，摩根大通、高盛、桥水等顶级机构的资产配置策略是怎样的？都增持或者减持了哪些标的？</p><p>下图列出了2021年四季度十大机构持仓、增持以及减持Top5, 让我们来一探究竟吧！</p><p><img src=\"https://static.tigerbbs.com/56111d53be7ea0ea636721d765198ec1\" tg-width=\"750\" tg-height=\"2400\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/95414d8312d8ee2d8fac46fd621f61e7","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190123173","content_text":"13F持仓报告是了解华尔街投资风向标的重要渠道，2021年四季度，摩根大通、高盛、桥水等顶级机构的资产配置策略是怎样的？都增持或者减持了哪些标的？下图列出了2021年四季度十大机构持仓、增持以及减持Top5, 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href=\"https://laohu8.com/S/NIU\">$Niu Technologies(NIU)$</a>同质化代表着经验可复制性，而独特性取决于对目标国家和地区的足够深耕和了解，产品看起来就很有差异性特色，小牛确实是一家有思想的品牌","listText":"<a href=\"https://laohu8.com/S/NIU\">$Niu Technologies(NIU)$</a>同质化代表着经验可复制性，而独特性取决于对目标国家和地区的足够深耕和了解，产品看起来就很有差异性特色，小牛确实是一家有思想的品牌","text":"$Niu Technologies(NIU)$同质化代表着经验可复制性，而独特性取决于对目标国家和地区的足够深耕和了解，产品看起来就很有差异性特色，小牛确实是一家有思想的品牌","images":[{"img":"https://static.tigerbbs.com/2631916ee47fb5beae2d62d9878f9397","width":"1258","height":"1252"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697229686","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697654189,"gmtCreate":1642468915787,"gmtModify":1642468989707,"author":{"id":"4087436444834630","authorId":"4087436444834630","name":"是一只猪","avatar":"https://static.tigerbbs.com/97a0abc485ab7c6f0672d051e09dd063","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"整什么周边产品啊…现金券没了啊🙃🙃🙃","listText":"整什么周边产品啊…现金券没了啊🙃🙃🙃","text":"整什么周边产品啊…现金券没了啊🙃🙃🙃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/697654189","isVote":1,"tweetType":1,"viewCount":464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697958793,"gmtCreate":1642233006397,"gmtModify":1642233006517,"author":{"id":"4087436444834630","authorId":"4087436444834630","name":"是一只猪","avatar":"https://static.tigerbbs.com/97a0abc485ab7c6f0672d051e09dd063","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697958793","repostId":"692438041","repostType":1,"repost":{"id":692438041,"gmtCreate":1641140824937,"gmtModify":1641290979728,"author":{"id":"3534312224764596","authorId":"3534312224764596","name":"Ivan_甘灿荣","avatar":"https://static.tigerbbs.com/88507b8eb15a6e315e004663e5c9e31a","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"2022前瞻（一）：当心今年全球共振，大调整还是有可能的","htmlText":"1月份将开启系列前瞻帖，来预测一下来年市场的重要机会或风险点，以便大家做好准备。首先当然是大家最关心的股市问题，所以通常第一篇内容就是股市。 一、基本面的理解 2022年的股市，相对2021年的股市来说，更为简单。首先从全球基本面来说，2022年进入到疫情第三年，以西班牙大流感为例，这类大瘟疫情况对市场的影响一般也就三年时间，所以从2022年开始，疫情已经不能算是影响市场的核心因素，各国对疫情的应对已经逐步向流感化方向处理，因此疫情对当前经济的负面影响已经越来越少，最少这不是引起股市下跌的理由。（这点中国除外，毕竟中国非群体免疫路线，若全面爆发还是影响甚大） 骤看之下，全球股市的利空消息，除了美联储加息收紧货币政策外，貌似也没其它利空消息了。加上美国执政党在2022年要应对中期选举，很难会祭出强硬的紧缩政策，所以在中期选举前，恐怕美联储的紧缩措施会比市场现在所预期的要少得多。因此在中期选举前，全球股市可能仍处于蜜月期，看空，目前还真没找到什么基本面理由。 二、时间周期因素 基本面虽然找不出看空的理由，那咱们就来看看技术性因素。捕捉大行情拐点的有效办法，周期分析的效果比较显著。2022年将出现一个全球股市的共振点，而时间巧合地出现在10月以后。 2000年前后，中国加入了WTO，全球的贸易经济出现高度融合和分工，使得全球股市的联动性大大加强，简单点说，如果中美经济发生问题，那么全球其它国家的企业也会受到牵连，从而使得各国股市周期更容易形成共振点。 我们先以美国为引，2000年的互联网泡沫，2008年的金融危机，均使得全球股市出现深度调整，而这两次危机的间隔大约为90个月，我们以此为间隔，看看全球股市的表现。 从标普可看出，自1978年美股进入长牛开始，每90个月均出现一个重要时间点，2000年前几乎都是低点，2000年后都是高点。而这些时点，均有重大事件发生。1978年，中","listText":"1月份将开启系列前瞻帖，来预测一下来年市场的重要机会或风险点，以便大家做好准备。首先当然是大家最关心的股市问题，所以通常第一篇内容就是股市。 一、基本面的理解 2022年的股市，相对2021年的股市来说，更为简单。首先从全球基本面来说，2022年进入到疫情第三年，以西班牙大流感为例，这类大瘟疫情况对市场的影响一般也就三年时间，所以从2022年开始，疫情已经不能算是影响市场的核心因素，各国对疫情的应对已经逐步向流感化方向处理，因此疫情对当前经济的负面影响已经越来越少，最少这不是引起股市下跌的理由。（这点中国除外，毕竟中国非群体免疫路线，若全面爆发还是影响甚大） 骤看之下，全球股市的利空消息，除了美联储加息收紧货币政策外，貌似也没其它利空消息了。加上美国执政党在2022年要应对中期选举，很难会祭出强硬的紧缩政策，所以在中期选举前，恐怕美联储的紧缩措施会比市场现在所预期的要少得多。因此在中期选举前，全球股市可能仍处于蜜月期，看空，目前还真没找到什么基本面理由。 二、时间周期因素 基本面虽然找不出看空的理由，那咱们就来看看技术性因素。捕捉大行情拐点的有效办法，周期分析的效果比较显著。2022年将出现一个全球股市的共振点，而时间巧合地出现在10月以后。 2000年前后，中国加入了WTO，全球的贸易经济出现高度融合和分工，使得全球股市的联动性大大加强，简单点说，如果中美经济发生问题，那么全球其它国家的企业也会受到牵连，从而使得各国股市周期更容易形成共振点。 我们先以美国为引，2000年的互联网泡沫，2008年的金融危机，均使得全球股市出现深度调整，而这两次危机的间隔大约为90个月，我们以此为间隔，看看全球股市的表现。 从标普可看出，自1978年美股进入长牛开始，每90个月均出现一个重要时间点，2000年前几乎都是低点，2000年后都是高点。而这些时点，均有重大事件发生。1978年，中","text":"1月份将开启系列前瞻帖，来预测一下来年市场的重要机会或风险点，以便大家做好准备。首先当然是大家最关心的股市问题，所以通常第一篇内容就是股市。 一、基本面的理解 2022年的股市，相对2021年的股市来说，更为简单。首先从全球基本面来说，2022年进入到疫情第三年，以西班牙大流感为例，这类大瘟疫情况对市场的影响一般也就三年时间，所以从2022年开始，疫情已经不能算是影响市场的核心因素，各国对疫情的应对已经逐步向流感化方向处理，因此疫情对当前经济的负面影响已经越来越少，最少这不是引起股市下跌的理由。（这点中国除外，毕竟中国非群体免疫路线，若全面爆发还是影响甚大） 骤看之下，全球股市的利空消息，除了美联储加息收紧货币政策外，貌似也没其它利空消息了。加上美国执政党在2022年要应对中期选举，很难会祭出强硬的紧缩政策，所以在中期选举前，恐怕美联储的紧缩措施会比市场现在所预期的要少得多。因此在中期选举前，全球股市可能仍处于蜜月期，看空，目前还真没找到什么基本面理由。 二、时间周期因素 基本面虽然找不出看空的理由，那咱们就来看看技术性因素。捕捉大行情拐点的有效办法，周期分析的效果比较显著。2022年将出现一个全球股市的共振点，而时间巧合地出现在10月以后。 2000年前后，中国加入了WTO，全球的贸易经济出现高度融合和分工，使得全球股市的联动性大大加强，简单点说，如果中美经济发生问题，那么全球其它国家的企业也会受到牵连，从而使得各国股市周期更容易形成共振点。 我们先以美国为引，2000年的互联网泡沫，2008年的金融危机，均使得全球股市出现深度调整，而这两次危机的间隔大约为90个月，我们以此为间隔，看看全球股市的表现。 从标普可看出，自1978年美股进入长牛开始，每90个月均出现一个重要时间点，2000年前几乎都是低点，2000年后都是高点。而这些时点，均有重大事件发生。1978年，中","images":[{"img":"https://static.tigerbbs.com/0700306ba04c926431a239142846673b","width":"632","height":"347"},{"img":"https://static.tigerbbs.com/2e56102584985306aacdc6889c987e06","width":"632","height":"305"},{"img":"https://static.tigerbbs.com/08eeb4d569863d4391b1f69a99f11312","width":"632","height":"346"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692438041","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":845106288,"gmtCreate":1636295919401,"gmtModify":1636295919612,"author":{"id":"4087436444834630","authorId":"4087436444834630","name":"是一只猪","avatar":"https://static.tigerbbs.com/97a0abc485ab7c6f0672d051e09dd063","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/845106288","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/44a4f89726b3f6319d06a0075bf9ff76","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846045638,"gmtCreate":1636036961353,"gmtModify":1636037255189,"author":{"id":"4087436444834630","authorId":"4087436444834630","name":"是一只猪","avatar":"https://static.tigerbbs.com/97a0abc485ab7c6f0672d051e09dd063","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846045638","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/44a4f89726b3f6319d06a0075bf9ff76","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848036054,"gmtCreate":1635947525100,"gmtModify":1635947525241,"author":{"id":"4087436444834630","authorId":"4087436444834630","name":"是一只猪","avatar":"https://static.tigerbbs.com/97a0abc485ab7c6f0672d051e09dd063","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"[呆住]&nbsp;[呆住]&nbsp;","listText":"[呆住]&nbsp;[呆住]&nbsp;","text":"[呆住] [呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848036054","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/44a4f89726b3f6319d06a0075bf9ff76","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849369727,"gmtCreate":1635729835368,"gmtModify":1635729835474,"author":{"id":"4087436444834630","authorId":"4087436444834630","name":"是一只猪","avatar":"https://static.tigerbbs.com/97a0abc485ab7c6f0672d051e09dd063","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849369727","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/44a4f89726b3f6319d06a0075bf9ff76","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840713253,"gmtCreate":1635687152680,"gmtModify":1635687152680,"author":{"id":"4087436444834630","authorId":"4087436444834630","name":"是一只猪","avatar":"https://static.tigerbbs.com/97a0abc485ab7c6f0672d051e09dd063","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/840713253","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/44a4f89726b3f6319d06a0075bf9ff76","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":820933841,"gmtCreate":1633337243096,"gmtModify":1633337325204,"author":{"id":"4087436444834630","authorId":"4087436444834630","name":"是一只猪","avatar":"https://static.tigerbbs.com/97a0abc485ab7c6f0672d051e09dd063","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/820933841","repostId":"861370864","repostType":1,"repost":{"id":861370864,"gmtCreate":1632463752254,"gmtModify":1632477013438,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/44a4f89726b3f6319d06a0075bf9ff76","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"【收益率挑战】周周正收益，我是老虎大赢家！","htmlText":"分享持仓，赢虎币，免佣，更有神秘惊喜等你拿！据统计，从1965年到2014年的50年间，股神巴菲特的年化收益率21.97%，而巴菲特这50年来只有2001年和2008年出现亏损，其余年份收益率都均为正数。相信很多虎友会说，自己3个月或者一年的收益跑赢了股神的20%。但最终却往往在大盘回调的时候，黯然离场。凭运气赚的钱，凭实力亏回去。 我们与股神的距离可能就是“坚持”，小虎在这里希望老虎社区的所有虎友无论在行情（或者个人）的高点低点，都能坚持下去，坚持晒单复盘打卡，努力寻找适合自己的投资方式，争取周周正收益，成为自己的王者。 【参与方式】 每周在本贴评论区留言晒出盈亏分享图即可参与！ 如何参与晒单？ 点击APP的“交易”页面-“分析”，下拉至“盈亏分析”，自定义周期为一周，点击分享。 步骤如下：【活动奖励】 凡是参与晒周盈亏的虎友均可获得66虎币，获得正收益的虎友可以获得一张周度免佣卡（7天1次） 如果能够连续坚持5周晒单并取得好的收益，我们还会有额外的神秘惊喜送给你哦！ 【活动时间】 本活动截止时间为北京时间10月30日早8:00；欢迎大家积极参与哦~ 好了我们言归正传，欢迎大家在本帖下方留言，聊聊你的股票表现如何？分享你的持仓，赢虎币，免佣，更有神秘惊喜等你拿！","listText":"分享持仓，赢虎币，免佣，更有神秘惊喜等你拿！据统计，从1965年到2014年的50年间，股神巴菲特的年化收益率21.97%，而巴菲特这50年来只有2001年和2008年出现亏损，其余年份收益率都均为正数。相信很多虎友会说，自己3个月或者一年的收益跑赢了股神的20%。但最终却往往在大盘回调的时候，黯然离场。凭运气赚的钱，凭实力亏回去。 我们与股神的距离可能就是“坚持”，小虎在这里希望老虎社区的所有虎友无论在行情（或者个人）的高点低点，都能坚持下去，坚持晒单复盘打卡，努力寻找适合自己的投资方式，争取周周正收益，成为自己的王者。 【参与方式】 每周在本贴评论区留言晒出盈亏分享图即可参与！ 如何参与晒单？ 点击APP的“交易”页面-“分析”，下拉至“盈亏分析”，自定义周期为一周，点击分享。 步骤如下：【活动奖励】 凡是参与晒周盈亏的虎友均可获得66虎币，获得正收益的虎友可以获得一张周度免佣卡（7天1次） 如果能够连续坚持5周晒单并取得好的收益，我们还会有额外的神秘惊喜送给你哦！ 【活动时间】 本活动截止时间为北京时间10月30日早8:00；欢迎大家积极参与哦~ 好了我们言归正传，欢迎大家在本帖下方留言，聊聊你的股票表现如何？分享你的持仓，赢虎币，免佣，更有神秘惊喜等你拿！","text":"分享持仓，赢虎币，免佣，更有神秘惊喜等你拿！据统计，从1965年到2014年的50年间，股神巴菲特的年化收益率21.97%，而巴菲特这50年来只有2001年和2008年出现亏损，其余年份收益率都均为正数。相信很多虎友会说，自己3个月或者一年的收益跑赢了股神的20%。但最终却往往在大盘回调的时候，黯然离场。凭运气赚的钱，凭实力亏回去。 我们与股神的距离可能就是“坚持”，小虎在这里希望老虎社区的所有虎友无论在行情（或者个人）的高点低点，都能坚持下去，坚持晒单复盘打卡，努力寻找适合自己的投资方式，争取周周正收益，成为自己的王者。 【参与方式】 每周在本贴评论区留言晒出盈亏分享图即可参与！ 如何参与晒单？ 点击APP的“交易”页面-“分析”，下拉至“盈亏分析”，自定义周期为一周，点击分享。 步骤如下：【活动奖励】 凡是参与晒周盈亏的虎友均可获得66虎币，获得正收益的虎友可以获得一张周度免佣卡（7天1次） 如果能够连续坚持5周晒单并取得好的收益，我们还会有额外的神秘惊喜送给你哦！ 【活动时间】 本活动截止时间为北京时间10月30日早8:00；欢迎大家积极参与哦~ 好了我们言归正传，欢迎大家在本帖下方留言，聊聊你的股票表现如何？分享你的持仓，赢虎币，免佣，更有神秘惊喜等你拿！","images":[{"img":"https://static.tigerbbs.com/2bdbc4367e59490b05a72d89aa40da51","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/ca851cf7bce09960b7dd30c561b5fa2a","width":"485","height":"333"},{"img":"https://static.tigerbbs.com/d062edc6e4ba60254de5934fdb066fba","width":"1918","height":"828"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/861370864","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":860531963,"gmtCreate":1632187154152,"gmtModify":1632802217674,"author":{"id":"4087436444834630","authorId":"4087436444834630","name":"是一只猪","avatar":"https://static.tigerbbs.com/97a0abc485ab7c6f0672d051e09dd063","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/AP4.SI\">$立合斯顿(AP4.SI)$</a>[捂脸]&nbsp;","text":"$立合斯顿(AP4.SI)$[捂脸]","images":[{"img":"https://static.tigerbbs.com/6687267f800db6bbe7d107e0d98d7ce8","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":15,"repostSize":1,"link":"https://laohu8.com/post/801564046","isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":170501809,"gmtCreate":1626440258401,"gmtModify":1631884297910,"author":{"id":"4087436444834630","authorId":"4087436444834630","name":"是一只猪","avatar":"https://static.tigerbbs.com/97a0abc485ab7c6f0672d051e09dd063","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"哦","listText":"哦","text":"哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/170501809","repostId":"1167565707","repostType":4,"repost":{"id":"1167565707","pubTimestamp":1626435063,"share":"https://www.laohu8.com/m/news/1167565707?lang=&edition=full","pubTime":"2021-07-16 19:31","market":"us","language":"zh","title":"英特尔或300亿美元买格芯，代工产业要变天","url":"https://stock-news.laohu8.com/highlight/detail?id=1167565707","media":"芯东西","summary":"AMD十几年前剥离的代工业务，要转投英特尔的怀抱？\n\n芯东西7月16日消息，据华尔街日报报道，有知情人士透露，半导体巨头英特尔正在考虑以300亿美元（合约1937亿人民币）的价格收购美国晶圆代工厂商格","content":"<blockquote>\n <b><a href=\"https://laohu8.com/S/AMD\">AMD</a>十几年前剥离的代工业务，要转投<a href=\"https://laohu8.com/S/INTC\">英特尔</a>的怀抱？</b>\n</blockquote>\n<p>芯东西7月16日消息，据华尔街日报报道，有知情人士透露，半导体巨头英特尔正在考虑以300亿美元（合约1937亿人民币）的价格收购美国晶圆代工厂商格芯（GlobalFoundries）。</p>\n<p>此次收购一旦完成，将会推动英特尔进一步提升芯片代工产能，届时该收购也将成为英特尔历史上最大规模的收购行为，超过2015年底斥资167亿美元收购Altera。</p>\n<p>目前格芯的实际控制人为阿布扎比政府的投资机构Mubadala Investment，格芯的总部设在美国，在全球范围内的客户数量约为200个。</p>\n<p>知情人士称，格芯可能还会进行IPO，虽然收购估值达到了300亿美元，但一切还在讨论中，两家公司也不一定会走到一起。</p>\n<p>格芯发言人表示，公司目前还没有与英特尔进行谈判。</p>\n<p><b><i>01.</i></b></p>\n<p><b>一手收购工厂，一手投资建厂，</b></p>\n<p><b>英特尔胃口不小</b></p>\n<p>据市场研究机构TrendForce数据显示，目前在全球半导体晶圆代工营收市场中，<a href=\"https://laohu8.com/S/TSM\">台积电</a>一家吃去了54%的份额，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、<a href=\"https://laohu8.com/S/UMC\">联电</a>、格芯、<a href=\"https://laohu8.com/S/SMI\">中芯国际</a>分别位于第二到第五名，但市场份额相较台积电差距较大。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f839060815c2935e564307c3f515560a\" tg-width=\"640\" tg-height=\"392\" width=\"100%\" height=\"auto\"><span>▲2020-2021年全球晶圆代工营收市场格局，图片来源：TrendForce</span></p>\n<p>英特尔自己的晶圆代工产能一般都用于自身处理器等产品的生产，极少为其他芯片设计厂商代工，但随着自身芯片制程工艺突破陷入瓶颈，以及新CEO上任后一系列业务调整、拓展的需求，英特尔也将逐步拓展自身的芯片代工业务。</p>\n<p>今年3月，英特尔新任CEO基辛格（Pat Gelsinger）就曾宣布英特尔将大力发展芯片代工业务，扩展自身在芯片代工市场中的份额。</p>\n<p>收购格芯的举动也可能是英特尔实现这一目标的方式之一，并且格芯目前7%的晶圆代工市场营收份额对英特尔来说也的确是一块“大蛋糕”。</p>\n<p>此外，市值2250亿美元的英特尔还承诺在今年年内投资200亿美元以上，用于扩建其在美国本土的芯片制造工厂。</p>\n<p>路透社认为，英特尔收购格芯的计划将有助于其提升芯片产能，而当下各行业的芯片需求都十分旺盛，“需求达到了顶峰”。</p>\n<p><b><i>02.</i></b></p>\n<p><b>四年收购金额超300亿美元，</b></p>\n<p><b>下一个300亿或将达成</b></p>\n<p>近年来，英特尔在半导体、人工智能领域的收购着实都是“大手笔”。就在2015年，英特尔豪掷167亿美元收购了可编程逻辑器件厂商Altera，这也是截至目前英特尔历史上规模最大的一笔收购，收购完成后，英特尔也成为全球第二大可编程逻辑器件厂商，仅次于<a href=\"https://laohu8.com/S/XLNX\">赛灵思</a>（Xilinx）。</p>\n<p>2017年8月，英特尔斥资153亿美元，完成了对以色列自动驾驶技术公司<a href=\"https://laohu8.com/S/MBLY\">Mobileye</a>的收购，并在收购后成立了自己新的自动驾驶部门。</p>\n<p>当然，2019年12月以20亿美元收购以色列云端AI芯片创企Habana Labs的举措也让英特尔在AI芯片领域的布局更近一步。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e2376dee521cb466db1778900c220c15\" tg-width=\"881\" tg-height=\"303\" width=\"100%\" height=\"auto\"><span>▲近年来英特尔的主要收购事件，图片来源：半导体故事</span></p>\n<p>英特尔近几年的收购动作频频，在产品、技术、业务板块上的拓展也十分积极，可见，巨头强如英特尔，也在积极思变。</p>\n<p><b><i>03.</i></b></p>\n<p><b>从AMD出走的格芯又将“嫁入”英特尔？</b></p>\n<p>比较有意思的是，格芯作为全球前五的晶圆代工厂商，其实与AMD还有着不小的渊源。</p>\n<p>AMD在早年间也有自己的晶圆代工厂，但收购ATI后其财务压力陡然增大，最终在2008年卖掉了手中的代工业务，与中东投资机构Mubadala Investment联手成立了格芯。</p>\n<p>随着2012年AMD出清手中格芯股份，两者也正式“分手”，但分手后，AMD与格芯仍然保持着合作关系，AMD部分锐龙系列处理器中的IO核心（IO Die）就交给了格芯代工。</p>\n<p><img src=\"https://static.tigerbbs.com/9a277157286bc76fc173ca0dd0eb64b3\" tg-width=\"600\" tg-height=\"359\" referrerpolicy=\"no-referrer\"></p>\n<p>此次收购，英特尔欲将老对手AMD的“前女友”收入自己囊中，不免令人感慨，半导体行业果然是个“圈”。</p>\n<p><b><i>04.</i></b></p>\n<p><b>结语：缺芯潮涌动下，</b></p>\n<p><b>半导体市场格局充满变数</b></p>\n<p>不管此次英特尔是否可以成功收购格芯，都表明了英特尔在拓展芯片代工业务方面，是想“玩真的”，而作为半导体行业巨头，英特尔的动作也将会对行业产生一定影响。</p>\n<p>在缺芯大潮之下，半导体行业内的并购现象变得更加常见，巨头们跃跃欲试，虽然台积电的代工霸主地位难以撼动，但半导体市场的格局仍然充满变数。</p>","source":"lsy1584082462595","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>英特尔或300亿美元买格芯，代工产业要变天</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; 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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英特尔或300亿美元买格芯，代工产业要变天\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-16 19:31 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/3HPHEALpXteU-bNcuMqaCw><strong>芯东西</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AMD十几年前剥离的代工业务，要转投英特尔的怀抱？\n\n芯东西7月16日消息，据华尔街日报报道，有知情人士透露，半导体巨头英特尔正在考虑以300亿美元（合约1937亿人民币）的价格收购美国晶圆代工厂商格芯（GlobalFoundries）。\n此次收购一旦完成，将会推动英特尔进一步提升芯片代工产能，届时该收购也将成为英特尔历史上最大规模的收购行为，超过2015年底斥资167亿美元收购Altera。\n...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/3HPHEALpXteU-bNcuMqaCw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2f9cf90de41e91a7967c0d438dfaa7f0","relate_stocks":{"INTC":"英特尔"},"source_url":"https://mp.weixin.qq.com/s/3HPHEALpXteU-bNcuMqaCw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167565707","content_text":"AMD十几年前剥离的代工业务，要转投英特尔的怀抱？\n\n芯东西7月16日消息，据华尔街日报报道，有知情人士透露，半导体巨头英特尔正在考虑以300亿美元（合约1937亿人民币）的价格收购美国晶圆代工厂商格芯（GlobalFoundries）。\n此次收购一旦完成，将会推动英特尔进一步提升芯片代工产能，届时该收购也将成为英特尔历史上最大规模的收购行为，超过2015年底斥资167亿美元收购Altera。\n目前格芯的实际控制人为阿布扎比政府的投资机构Mubadala Investment，格芯的总部设在美国，在全球范围内的客户数量约为200个。\n知情人士称，格芯可能还会进行IPO，虽然收购估值达到了300亿美元，但一切还在讨论中，两家公司也不一定会走到一起。\n格芯发言人表示，公司目前还没有与英特尔进行谈判。\n01.\n一手收购工厂，一手投资建厂，\n英特尔胃口不小\n据市场研究机构TrendForce数据显示，目前在全球半导体晶圆代工营收市场中，台积电一家吃去了54%的份额，三星、联电、格芯、中芯国际分别位于第二到第五名，但市场份额相较台积电差距较大。\n▲2020-2021年全球晶圆代工营收市场格局，图片来源：TrendForce\n英特尔自己的晶圆代工产能一般都用于自身处理器等产品的生产，极少为其他芯片设计厂商代工，但随着自身芯片制程工艺突破陷入瓶颈，以及新CEO上任后一系列业务调整、拓展的需求，英特尔也将逐步拓展自身的芯片代工业务。\n今年3月，英特尔新任CEO基辛格（Pat Gelsinger）就曾宣布英特尔将大力发展芯片代工业务，扩展自身在芯片代工市场中的份额。\n收购格芯的举动也可能是英特尔实现这一目标的方式之一，并且格芯目前7%的晶圆代工市场营收份额对英特尔来说也的确是一块“大蛋糕”。\n此外，市值2250亿美元的英特尔还承诺在今年年内投资200亿美元以上，用于扩建其在美国本土的芯片制造工厂。\n路透社认为，英特尔收购格芯的计划将有助于其提升芯片产能，而当下各行业的芯片需求都十分旺盛，“需求达到了顶峰”。\n02.\n四年收购金额超300亿美元，\n下一个300亿或将达成\n近年来，英特尔在半导体、人工智能领域的收购着实都是“大手笔”。就在2015年，英特尔豪掷167亿美元收购了可编程逻辑器件厂商Altera，这也是截至目前英特尔历史上规模最大的一笔收购，收购完成后，英特尔也成为全球第二大可编程逻辑器件厂商，仅次于赛灵思（Xilinx）。\n2017年8月，英特尔斥资153亿美元，完成了对以色列自动驾驶技术公司Mobileye的收购，并在收购后成立了自己新的自动驾驶部门。\n当然，2019年12月以20亿美元收购以色列云端AI芯片创企Habana Labs的举措也让英特尔在AI芯片领域的布局更近一步。\n▲近年来英特尔的主要收购事件，图片来源：半导体故事\n英特尔近几年的收购动作频频，在产品、技术、业务板块上的拓展也十分积极，可见，巨头强如英特尔，也在积极思变。\n03.\n从AMD出走的格芯又将“嫁入”英特尔？\n比较有意思的是，格芯作为全球前五的晶圆代工厂商，其实与AMD还有着不小的渊源。\nAMD在早年间也有自己的晶圆代工厂，但收购ATI后其财务压力陡然增大，最终在2008年卖掉了手中的代工业务，与中东投资机构Mubadala Investment联手成立了格芯。\n随着2012年AMD出清手中格芯股份，两者也正式“分手”，但分手后，AMD与格芯仍然保持着合作关系，AMD部分锐龙系列处理器中的IO核心（IO Die）就交给了格芯代工。\n\n此次收购，英特尔欲将老对手AMD的“前女友”收入自己囊中，不免令人感慨，半导体行业果然是个“圈”。\n04.\n结语：缺芯潮涌动下，\n半导体市场格局充满变数\n不管此次英特尔是否可以成功收购格芯，都表明了英特尔在拓展芯片代工业务方面，是想“玩真的”，而作为半导体行业巨头，英特尔的动作也将会对行业产生一定影响。\n在缺芯大潮之下，半导体行业内的并购现象变得更加常见，巨头们跃跃欲试，虽然台积电的代工霸主地位难以撼动，但半导体市场的格局仍然充满变数。","news_type":1},"isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":801564046,"gmtCreate":1627523647785,"gmtModify":1631884297894,"author":{"id":"4087436444834630","authorId":"4087436444834630","name":"是一只猪","avatar":"https://static.tigerbbs.com/97a0abc485ab7c6f0672d051e09dd063","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AP4.SI\">$立合斯顿(AP4.SI)$</a>[捂脸]&nbsp;","listText":"<a 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href=\"https://laohu8.com/S/AP4.SI\">$立合斯顿(AP4.SI)$</a>[捂脸]&nbsp;","listText":"<a 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我们与股神的距离可能就是“坚持”，小虎在这里希望老虎社区的所有虎友无论在行情（或者个人）的高点低点，都能坚持下去，坚持晒单复盘打卡，努力寻找适合自己的投资方式，争取周周正收益，成为自己的王者。 【参与方式】 每周在本贴评论区留言晒出盈亏分享图即可参与！ 如何参与晒单？ 点击APP的“交易”页面-“分析”，下拉至“盈亏分析”，自定义周期为一周，点击分享。 步骤如下：【活动奖励】 凡是参与晒周盈亏的虎友均可获得66虎币，获得正收益的虎友可以获得一张周度免佣卡（7天1次） 如果能够连续坚持5周晒单并取得好的收益，我们还会有额外的神秘惊喜送给你哦！ 【活动时间】 本活动截止时间为北京时间10月30日早8:00；欢迎大家积极参与哦~ 好了我们言归正传，欢迎大家在本帖下方留言，聊聊你的股票表现如何？分享你的持仓，赢虎币，免佣，更有神秘惊喜等你拿！","listText":"分享持仓，赢虎币，免佣，更有神秘惊喜等你拿！据统计，从1965年到2014年的50年间，股神巴菲特的年化收益率21.97%，而巴菲特这50年来只有2001年和2008年出现亏损，其余年份收益率都均为正数。相信很多虎友会说，自己3个月或者一年的收益跑赢了股神的20%。但最终却往往在大盘回调的时候，黯然离场。凭运气赚的钱，凭实力亏回去。 我们与股神的距离可能就是“坚持”，小虎在这里希望老虎社区的所有虎友无论在行情（或者个人）的高点低点，都能坚持下去，坚持晒单复盘打卡，努力寻找适合自己的投资方式，争取周周正收益，成为自己的王者。 【参与方式】 每周在本贴评论区留言晒出盈亏分享图即可参与！ 如何参与晒单？ 点击APP的“交易”页面-“分析”，下拉至“盈亏分析”，自定义周期为一周，点击分享。 步骤如下：【活动奖励】 凡是参与晒周盈亏的虎友均可获得66虎币，获得正收益的虎友可以获得一张周度免佣卡（7天1次） 如果能够连续坚持5周晒单并取得好的收益，我们还会有额外的神秘惊喜送给你哦！ 【活动时间】 本活动截止时间为北京时间10月30日早8:00；欢迎大家积极参与哦~ 好了我们言归正传，欢迎大家在本帖下方留言，聊聊你的股票表现如何？分享你的持仓，赢虎币，免佣，更有神秘惊喜等你拿！","text":"分享持仓，赢虎币，免佣，更有神秘惊喜等你拿！据统计，从1965年到2014年的50年间，股神巴菲特的年化收益率21.97%，而巴菲特这50年来只有2001年和2008年出现亏损，其余年份收益率都均为正数。相信很多虎友会说，自己3个月或者一年的收益跑赢了股神的20%。但最终却往往在大盘回调的时候，黯然离场。凭运气赚的钱，凭实力亏回去。 我们与股神的距离可能就是“坚持”，小虎在这里希望老虎社区的所有虎友无论在行情（或者个人）的高点低点，都能坚持下去，坚持晒单复盘打卡，努力寻找适合自己的投资方式，争取周周正收益，成为自己的王者。 【参与方式】 每周在本贴评论区留言晒出盈亏分享图即可参与！ 如何参与晒单？ 点击APP的“交易”页面-“分析”，下拉至“盈亏分析”，自定义周期为一周，点击分享。 步骤如下：【活动奖励】 凡是参与晒周盈亏的虎友均可获得66虎币，获得正收益的虎友可以获得一张周度免佣卡（7天1次） 如果能够连续坚持5周晒单并取得好的收益，我们还会有额外的神秘惊喜送给你哦！ 【活动时间】 本活动截止时间为北京时间10月30日早8:00；欢迎大家积极参与哦~ 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Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":632,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":170501809,"gmtCreate":1626440258401,"gmtModify":1631884297910,"author":{"id":"4087436444834630","authorId":"4087436444834630","name":"是一只猪","avatar":"https://static.tigerbbs.com/97a0abc485ab7c6f0672d051e09dd063","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"哦","listText":"哦","text":"哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/170501809","repostId":"1167565707","repostType":4,"isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697654189,"gmtCreate":1642468915787,"gmtModify":1642468989707,"author":{"id":"4087436444834630","authorId":"4087436444834630","name":"是一只猪","avatar":"https://static.tigerbbs.com/97a0abc485ab7c6f0672d051e09dd063","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"整什么周边产品啊…现金券没了啊🙃🙃🙃","listText":"整什么周边产品啊…现金券没了啊🙃🙃🙃","text":"整什么周边产品啊…现金券没了啊🙃🙃🙃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/697654189","isVote":1,"tweetType":1,"viewCount":464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638980573,"gmtCreate":1645025031284,"gmtModify":1645025031393,"author":{"id":"4087436444834630","authorId":"4087436444834630","name":"是一只猪","avatar":"https://static.tigerbbs.com/97a0abc485ab7c6f0672d051e09dd063","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"同意","listText":"同意","text":"同意","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/638980573","repostId":"1190123173","repostType":4,"isVote":1,"tweetType":1,"viewCount":653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846045638,"gmtCreate":1636036961353,"gmtModify":1636037255189,"author":{"id":"4087436444834630","authorId":"4087436444834630","name":"是一只猪","avatar":"https://static.tigerbbs.com/97a0abc485ab7c6f0672d051e09dd063","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846045638","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/44a4f89726b3f6319d06a0075bf9ff76","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while 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href=\"https://laohu8.com/S/NIU\">$Niu Technologies(NIU)$</a>同质化代表着经验可复制性，而独特性取决于对目标国家和地区的足够深耕和了解，产品看起来就很有差异性特色，小牛确实是一家有思想的品牌","listText":"<a href=\"https://laohu8.com/S/NIU\">$Niu Technologies(NIU)$</a>同质化代表着经验可复制性，而独特性取决于对目标国家和地区的足够深耕和了解，产品看起来就很有差异性特色，小牛确实是一家有思想的品牌","text":"$Niu Technologies(NIU)$同质化代表着经验可复制性，而独特性取决于对目标国家和地区的足够深耕和了解，产品看起来就很有差异性特色，小牛确实是一家有思想的品牌","images":[{"img":"https://static.tigerbbs.com/2631916ee47fb5beae2d62d9878f9397","width":"1258","height":"1252"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697229686","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697958793,"gmtCreate":1642233006397,"gmtModify":1642233006517,"author":{"id":"4087436444834630","authorId":"4087436444834630","name":"是一只猪","avatar":"https://static.tigerbbs.com/97a0abc485ab7c6f0672d051e09dd063","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697958793","repostId":"692438041","repostType":1,"repost":{"id":692438041,"gmtCreate":1641140824937,"gmtModify":1641290979728,"author":{"id":"3534312224764596","authorId":"3534312224764596","name":"Ivan_甘灿荣","avatar":"https://static.tigerbbs.com/88507b8eb15a6e315e004663e5c9e31a","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"2022前瞻（一）：当心今年全球共振，大调整还是有可能的","htmlText":"1月份将开启系列前瞻帖，来预测一下来年市场的重要机会或风险点，以便大家做好准备。首先当然是大家最关心的股市问题，所以通常第一篇内容就是股市。 一、基本面的理解 2022年的股市，相对2021年的股市来说，更为简单。首先从全球基本面来说，2022年进入到疫情第三年，以西班牙大流感为例，这类大瘟疫情况对市场的影响一般也就三年时间，所以从2022年开始，疫情已经不能算是影响市场的核心因素，各国对疫情的应对已经逐步向流感化方向处理，因此疫情对当前经济的负面影响已经越来越少，最少这不是引起股市下跌的理由。（这点中国除外，毕竟中国非群体免疫路线，若全面爆发还是影响甚大） 骤看之下，全球股市的利空消息，除了美联储加息收紧货币政策外，貌似也没其它利空消息了。加上美国执政党在2022年要应对中期选举，很难会祭出强硬的紧缩政策，所以在中期选举前，恐怕美联储的紧缩措施会比市场现在所预期的要少得多。因此在中期选举前，全球股市可能仍处于蜜月期，看空，目前还真没找到什么基本面理由。 二、时间周期因素 基本面虽然找不出看空的理由，那咱们就来看看技术性因素。捕捉大行情拐点的有效办法，周期分析的效果比较显著。2022年将出现一个全球股市的共振点，而时间巧合地出现在10月以后。 2000年前后，中国加入了WTO，全球的贸易经济出现高度融合和分工，使得全球股市的联动性大大加强，简单点说，如果中美经济发生问题，那么全球其它国家的企业也会受到牵连，从而使得各国股市周期更容易形成共振点。 我们先以美国为引，2000年的互联网泡沫，2008年的金融危机，均使得全球股市出现深度调整，而这两次危机的间隔大约为90个月，我们以此为间隔，看看全球股市的表现。 从标普可看出，自1978年美股进入长牛开始，每90个月均出现一个重要时间点，2000年前几乎都是低点，2000年后都是高点。而这些时点，均有重大事件发生。1978年，中","listText":"1月份将开启系列前瞻帖，来预测一下来年市场的重要机会或风险点，以便大家做好准备。首先当然是大家最关心的股市问题，所以通常第一篇内容就是股市。 一、基本面的理解 2022年的股市，相对2021年的股市来说，更为简单。首先从全球基本面来说，2022年进入到疫情第三年，以西班牙大流感为例，这类大瘟疫情况对市场的影响一般也就三年时间，所以从2022年开始，疫情已经不能算是影响市场的核心因素，各国对疫情的应对已经逐步向流感化方向处理，因此疫情对当前经济的负面影响已经越来越少，最少这不是引起股市下跌的理由。（这点中国除外，毕竟中国非群体免疫路线，若全面爆发还是影响甚大） 骤看之下，全球股市的利空消息，除了美联储加息收紧货币政策外，貌似也没其它利空消息了。加上美国执政党在2022年要应对中期选举，很难会祭出强硬的紧缩政策，所以在中期选举前，恐怕美联储的紧缩措施会比市场现在所预期的要少得多。因此在中期选举前，全球股市可能仍处于蜜月期，看空，目前还真没找到什么基本面理由。 二、时间周期因素 基本面虽然找不出看空的理由，那咱们就来看看技术性因素。捕捉大行情拐点的有效办法，周期分析的效果比较显著。2022年将出现一个全球股市的共振点，而时间巧合地出现在10月以后。 2000年前后，中国加入了WTO，全球的贸易经济出现高度融合和分工，使得全球股市的联动性大大加强，简单点说，如果中美经济发生问题，那么全球其它国家的企业也会受到牵连，从而使得各国股市周期更容易形成共振点。 我们先以美国为引，2000年的互联网泡沫，2008年的金融危机，均使得全球股市出现深度调整，而这两次危机的间隔大约为90个月，我们以此为间隔，看看全球股市的表现。 从标普可看出，自1978年美股进入长牛开始，每90个月均出现一个重要时间点，2000年前几乎都是低点，2000年后都是高点。而这些时点，均有重大事件发生。1978年，中","text":"1月份将开启系列前瞻帖，来预测一下来年市场的重要机会或风险点，以便大家做好准备。首先当然是大家最关心的股市问题，所以通常第一篇内容就是股市。 一、基本面的理解 2022年的股市，相对2021年的股市来说，更为简单。首先从全球基本面来说，2022年进入到疫情第三年，以西班牙大流感为例，这类大瘟疫情况对市场的影响一般也就三年时间，所以从2022年开始，疫情已经不能算是影响市场的核心因素，各国对疫情的应对已经逐步向流感化方向处理，因此疫情对当前经济的负面影响已经越来越少，最少这不是引起股市下跌的理由。（这点中国除外，毕竟中国非群体免疫路线，若全面爆发还是影响甚大） 骤看之下，全球股市的利空消息，除了美联储加息收紧货币政策外，貌似也没其它利空消息了。加上美国执政党在2022年要应对中期选举，很难会祭出强硬的紧缩政策，所以在中期选举前，恐怕美联储的紧缩措施会比市场现在所预期的要少得多。因此在中期选举前，全球股市可能仍处于蜜月期，看空，目前还真没找到什么基本面理由。 二、时间周期因素 基本面虽然找不出看空的理由，那咱们就来看看技术性因素。捕捉大行情拐点的有效办法，周期分析的效果比较显著。2022年将出现一个全球股市的共振点，而时间巧合地出现在10月以后。 2000年前后，中国加入了WTO，全球的贸易经济出现高度融合和分工，使得全球股市的联动性大大加强，简单点说，如果中美经济发生问题，那么全球其它国家的企业也会受到牵连，从而使得各国股市周期更容易形成共振点。 我们先以美国为引，2000年的互联网泡沫，2008年的金融危机，均使得全球股市出现深度调整，而这两次危机的间隔大约为90个月，我们以此为间隔，看看全球股市的表现。 从标普可看出，自1978年美股进入长牛开始，每90个月均出现一个重要时间点，2000年前几乎都是低点，2000年后都是高点。而这些时点，均有重大事件发生。1978年，中","images":[{"img":"https://static.tigerbbs.com/0700306ba04c926431a239142846673b","width":"632","height":"347"},{"img":"https://static.tigerbbs.com/2e56102584985306aacdc6889c987e06","width":"632","height":"305"},{"img":"https://static.tigerbbs.com/08eeb4d569863d4391b1f69a99f11312","width":"632","height":"346"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692438041","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848036054,"gmtCreate":1635947525100,"gmtModify":1635947525241,"author":{"id":"4087436444834630","authorId":"4087436444834630","name":"是一只猪","avatar":"https://static.tigerbbs.com/97a0abc485ab7c6f0672d051e09dd063","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"[呆住]&nbsp;[呆住]&nbsp;","listText":"[呆住]&nbsp;[呆住]&nbsp;","text":"[呆住] [呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848036054","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/44a4f89726b3f6319d06a0075bf9ff76","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":849369727,"gmtCreate":1635729835368,"gmtModify":1635729835474,"author":{"id":"4087436444834630","authorId":"4087436444834630","name":"是一只猪","avatar":"https://static.tigerbbs.com/97a0abc485ab7c6f0672d051e09dd063","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/849369727","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/44a4f89726b3f6319d06a0075bf9ff76","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":840713253,"gmtCreate":1635687152680,"gmtModify":1635687152680,"author":{"id":"4087436444834630","authorId":"4087436444834630","name":"是一只猪","avatar":"https://static.tigerbbs.com/97a0abc485ab7c6f0672d051e09dd063","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/840713253","repostId":"850756569","repostType":1,"repost":{"id":850756569,"gmtCreate":1634631211448,"gmtModify":1635853120757,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/44a4f89726b3f6319d06a0075bf9ff76","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"[Halloween Game] Trade or Treat!","htmlText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","listText":"Hello, dear Tigers!&nbsp; Happy&nbsp;Halloween!&nbsp;🎃🎃🎃&nbsp;&nbsp; <a href=\"https://www.tigerbrokers.com.sg/activity/market/2021/halloween/?lang=en_US#/\" target=\"_blank\">Tap&nbsp;here&nbsp;to&nbsp;play the Halloween game,&nbsp;and&nbsp;you&nbsp;stand&nbsp;a&nbsp;chance&nbsp;to win various rewards!&nbsp;</a> Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1.&nbsp;How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'.&nbsp; 2.&nbsp;How to collect points? Each player has 30 seconds to catch falling candies while av","text":"Hello, dear Tigers! Happy Halloween! 🎃🎃🎃 Tap here to play the Halloween game, and you stand a chance to win various rewards! Promotion Period: October 27, 2021 18:00 - November 9, 2021 18:00 (SGT) 1. How to Participate? All Tiger clients may collect points which can be used to redeem rewards by taking part in the Trade or Treating Game. All existing Tiger clients will have 2 game attempts. Clients can get more game attempts by completing different tasks, such as 'Invite a friend' or 'Share Halloween Game'. 2. How to collect points? Each player has 30 seconds to catch falling candies while av","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/850756569","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":587,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}