KorA
2021-02-04
这篇文章不错,转发给大家看看
@话题虎:
半导体跌成狗,基民破口大骂,中国“真·科技”到底是谁?
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href=\"https://laohu8.com/S/SMSN.UK\">$三星(SMSN.UK)$</a> 公布的数据大约是300亿美元。</p> <p>换句话说:<b>举国之投入<三星台积电!</b></p> <p>且不论技术差距有多大、有多少关键技术被卡脖子,仅在投入上,就差距太大了。</p> <p>因此,半导体任重而道远已。</p> <p>... ...</p> <p>最后,大家聊一聊:</p> <ul> \n <li><span style=\"color:rgba(247,4,4,1);\"><b>你认为,中国大陆的半导体企业值得投资吗?</b></span></li> \n <li><span style=\"color:rgba(247,4,4,1);\"><b>今年半导体版块会大涨吗?</b></span></li> \n</ul> <p><b>精彩留言用户可获得666社区积分噢!</b></p> <p><a href=\"https://laohu8.com/S/600519\">$贵州茅台(600519)$</a> </p></body></html>","htmlText":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/f66c739b917cd81706af9ead1706f732\" tg-width=\"833\" tg-height=\"727\">这几天,A股半导体版块持续大跌,以全仓半导体、号称<b>“做最纯粹的科技产业,投资市场最锋利的茅”</b>而闻名的基金【诺安成长】净值持续下跌:<img src=\"https://static.tigerbbs.com/d03a950d1570601bd93d74c14c195492\" tg-width=\"777\" tg-height=\"582\">因此,诺安成长的基金经理蔡嵩松和他的基金被喷惨了:<img src=\"https://static.tigerbbs.com/16c340c0350d2fbb431dde91fa6c3141\" tg-width=\"634\" tg-height=\"205\">有人说,半导体当下正处于黎明前的黑暗,理由如下:</p> <ol> \n 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<p><b>精彩留言用户可获得666社区积分噢!</b></p> <p><a href=\"https://laohu8.com/S/600519\">$贵州茅台(600519)$</a> </p></body></html>","text":"这几天,A股半导体版块持续大跌,以全仓半导体、号称“做最纯粹的科技产业,投资市场最锋利的茅”而闻名的基金【诺安成长】净值持续下跌:因此,诺安成长的基金经理蔡嵩松和他的基金被喷惨了:有人说,半导体当下正处于黎明前的黑暗,理由如下: 半导体行业十分景气,从去年下半年开始,供不应求、涨价利好; 中国大陆半导体企业成长迅速,$中芯国际(00981)$ 市场份额超越了三星,成为代工第三、$长电科技(600584)$ 成为了封测第三、$兆易创新(603986)$ 今年将发售DRAM,实现国产替代等等; 国际环境日趋紧张,中国将加大对半导体产业的研究。 也有人说,中国大陆半导体产业前途仍旧荆棘,理由如下: 投资不足,很多人觉得我们在大力发展半导体产业,但事实是国家半导体大基金二期总投资额才300亿美元,还要雨露均沾,而研发投入最高的$中芯国际(688981)$ ,也只有63亿美元。 相比较之下,仅$台积电(TSM)$ 一家企业,就宣布2021年的资本开支在250-280亿美元;而$三星(SMSN.UK)$ 公布的数据大约是300亿美元。 换句话说:举国之投入<三星台积电! 且不论技术差距有多大、有多少关键技术被卡脖子,仅在投入上,就差距太大了。 因此,半导体任重而道远已。 ... ... 最后,大家聊一聊: 你认为,中国大陆的半导体企业值得投资吗? 今年半导体版块会大涨吗? 精彩留言用户可获得666社区积分噢! 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