Mini trade war start again. Ch_老虎社区_美港股上老虎

2021-06-23

Mini trade war start again. China have lots of resources hence I don't see an issue. 6G satellite was launched by them yesterday. They are always ahead of US. This is something we all need to accept.

@话题虎：美国禁止出口28nm所有设备，全面打击中国芯片！

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China have lots of resources hence I don't see an issue. 6G satellite was launched by them yesterday. They are always ahead of US. This is something we all need to accept.</body></html>","text":"Mini trade war start again. China have lots of resources hence I don't see an issue. 6G satellite was launched by them yesterday. They are always ahead of US. This is something we all need to accept.","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/123200333","repostId":123614342,"repostType":1,"repost":{"magic":2,"id":123614342,"tweetId":"123614342","gmtCreate":1624420536684,"gmtModify":1624421710813,"author":{"id":3502767768442965,"idStr":"3502767768442965","authorId":3502767768442965,"authorIdStr":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","vip":4,"userType":4,"introduction":"热点追踪小能手，为大家捕捉每日最热市场话题","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":36364,"starInvestorFlag":false},"themes":[{"themeId":"45690586ebfb429d952407377828c6c0","categoryId":"b76d3c59fc044df59779c041b25852a6","name":"今天什么值得买？晒晒你的交易计划！","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":45690586ebfb429d952407377828c6c0}&rnconfig={\"headerBarHidden\": true}","description":"今天你有什么交易计划？什么标的值得关注？在本主题下发帖，分享你的想法吧！","image":"https://static.tigerbbs.com/ce10cf181856307d0983c3bc1075120b"}],"images":[{"img":"https://static.tigerbbs.com/72abc623276556d619607c2e7f3e5a7a","width":"1200","height":"794"},{"img":"https://static.tigerbbs.com/af8a6666f4359be9a36fcb2e323ea6f3","width":"840","height":"470"}],"coverImages":[{"img":"https://static.tigerbbs.com/72abc623276556d619607c2e7f3e5a7a","width":"1200","height":"794"}],"title":"美国禁止出口28nm所有设备，全面打击中国芯片！","extraTitle":"","html":"<html><head></head><body><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/72abc623276556d619607c2e7f3e5a7a\" tg-width=\"1200\" tg-height=\"794\">昨天，美国商务部突然宣称： <blockquote>\n 停止向中国出口28nm制程设备有关所有设备和工业操作制程软件。 \n</blockquote> 中国芯片制造业再度遭到美国全面打击！ 据悉，去年开始，全球就出现了“缺芯潮”，主要缺少的就是28nm制程芯片，一芯难求，价格攀升。 28nm芯片，是半导体先进制程与成熟制程的分界线，包括新能源汽车、自动驾驶、家电以及通信等领域，主要用的都是28nm制程。 在此背景下，<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/UMC\">$联电(UMC)$</a> 以及<a target=\"_blank\" href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a> 等芯片制造商纷纷宣布了在中国大陆的28nm扩产计划。其中，4月份，台积电核准了28.87亿美元扩产南京28nm产能的计划，然而，在美国新规的阻挠之下，该计划将搁浅。中芯国际的扩产计划，可能也会受到一些麻烦。 但是，一反常态的是，近期大陆半导体相关股票涨势恢弘，<a target=\"_blank\" href=\"https://laohu8.com/S/688981\">$中芯国际(688981)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/600460\">$士兰微(600460)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/002371\">$北方华创(002371)$</a> 等纷纷出现了大涨。或许，被市场解读了为了国产替代的加速。<img src=\"https://static.tigerbbs.com/af8a6666f4359be9a36fcb2e323ea6f3\" tg-width=\"840\" tg-height=\"470\">据悉，上海微电子宣布： <blockquote>\n 将在今年年底完成28nm光刻机的交付，彻底实现28nm芯片产业链的国产化希望这次能如愿以尝。 \n</blockquote> 尽管如此，在国产化的道路仍需不断前进，任重而道远。 相关阅读：<a href=\"https://laohu8.com/TW/348737583\" target=\"_blank\">一文看懂，如何布局全球芯片产业链！！！</a> …… 最后，大家聊一聊： <ul> \n <li>你是否看好中芯国际等大陆芯片股？是不是能抄底了？</li> \n</ul> 精彩留言用户可获得888社区积分噢！</body></html>","htmlText":"<html><head></head><body><img referrerpolicy=\"no-referrer\" src=\"https://static.tigerbbs.com/72abc623276556d619607c2e7f3e5a7a\" tg-width=\"1200\" tg-height=\"794\">昨天，美国商务部突然宣称： <blockquote>\n 停止向中国出口28nm制程设备有关所有设备和工业操作制程软件。 \n</blockquote> 中国芯片制造业再度遭到美国全面打击！ 据悉，去年开始，全球就出现了“缺芯潮”，主要缺少的就是28nm制程芯片，一芯难求，价格攀升。 28nm芯片，是半导体先进制程与成熟制程的分界线，包括新能源汽车、自动驾驶、家电以及通信等领域，主要用的都是28nm制程。 在此背景下，<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 、<a target=\"_blank\" href=\"https://laohu8.com/S/UMC\">$联电(UMC)$</a> 以及<a target=\"_blank\" href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a> 等芯片制造商纷纷宣布了在中国大陆的28nm扩产计划。其中，4月份，台积电核准了28.87亿美元扩产南京28nm产能的计划，然而，在美国新规的阻挠之下，该计划将搁浅。中芯国际的扩产计划，可能也会受到一些麻烦。 但是，一反常态的是，近期大陆半导体相关股票涨势恢弘，<a target=\"_blank\" href=\"https://laohu8.com/S/688981\">$中芯国际(688981)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/600460\">$士兰微(600460)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/002371\">$北方华创(002371)$</a> 等纷纷出现了大涨。或许，被市场解读了为了国产替代的加速。<img src=\"https://static.tigerbbs.com/af8a6666f4359be9a36fcb2e323ea6f3\" tg-width=\"840\" tg-height=\"470\">据悉，上海微电子宣布： <blockquote>\n 将在今年年底完成28nm光刻机的交付，彻底实现28nm芯片产业链的国产化希望这次能如愿以尝。 \n</blockquote> 尽管如此，在国产化的道路仍需不断前进，任重而道远。 相关阅读：<a href=\"https://laohu8.com/TW/348737583\" target=\"_blank\">一文看懂，如何布局全球芯片产业链！！！</a> …… 最后，大家聊一聊： <ul> \n <li>你是否看好中芯国际等大陆芯片股？是不是能抄底了？</li> \n</ul> 精彩留言用户可获得888社区积分噢！</body></html>","text":"昨天，美国商务部突然宣称： 停止向中国出口28nm制程设备有关所有设备和工业操作制程软件。 中国芯片制造业再度遭到美国全面打击！ 据悉，去年开始，全球就出现了“缺芯潮”，主要缺少的就是28nm制程芯片，一芯难求，价格攀升。 28nm芯片，是半导体先进制程与成熟制程的分界线，包括新能源汽车、自动驾驶、家电以及通信等领域，主要用的都是28nm制程。 在此背景下，$台积电(TSM)$ 、$联电(UMC)$ 以及$中芯国际(00981)$ 等芯片制造商纷纷宣布了在中国大陆的28nm扩产计划。其中，4月份，台积电核准了28.87亿美元扩产南京28nm产能的计划，然而，在美国新规的阻挠之下，该计划将搁浅。中芯国际的扩产计划，可能也会受到一些麻烦。 但是，一反常态的是，近期大陆半导体相关股票涨势恢弘，$中芯国际(688981)$ $士兰微(600460)$ $北方华创(002371)$ 等纷纷出现了大涨。或许，被市场解读了为了国产替代的加速。据悉，上海微电子宣布： 将在今年年底完成28nm光刻机的交付，彻底实现28nm芯片产业链的国产化希望这次能如愿以尝。 尽管如此，在国产化的道路仍需不断前进，任重而道远。 相关阅读：一文看懂，如何布局全球芯片产业链！！！ …… 最后，大家聊一聊： 你是否看好中芯国际等大陆芯片股？是不是能抄底了？ 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