这篇文章不错，转发给_老虎社区_美港股上老虎 - 老虎社区

这篇文章不错，转发给大家看看

@小虎AV：全球芯荒下：芯片设计商AMD利润飙涨6倍

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":346190143,"tweetId":"346190143","gmtCreate":1618011370382,"gmtModify":1618011370382,"author":{"id":3548304945301629,"idStr":"3548304945301629","authorId":3548304945301629,"authorIdStr":"3548304945301629","name":"辛得瑞拉","avatar":"https://static.tigerbbs.com/9013a86e9f3fa77cc18e496d9934bb49","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":2,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>这篇文章不错，转发给大家看看</p></body></html>","htmlText":"<html><head></head><body><p>这篇文章不错，转发给大家看看</p></body></html>","text":"这篇文章不错，转发给大家看看","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/346190143","repostId":348290659,"repostType":1,"repost":{"magic":2,"id":348290659,"tweetId":"348290659","gmtCreate":1617930202967,"gmtModify":1617931123503,"author":{"id":3514329116425907,"idStr":"3514329116425907","authorId":3514329116425907,"authorIdStr":"3514329116425907","name":"小虎AV","avatar":"https://static.tigerbbs.com/162e12f8dcec770ec19f66f2abb0d5db","vip":4,"userType":4,"introduction":"小虎视频搬运工，热衷吃瓜，偶尔正经，蟹蟹你这么好看还关注我","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":35424,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"全球芯荒下：芯片设计商AMD利润飙涨6倍","extraTitle":"","html":"<html><head></head><body><p>持续的芯片短缺给车企带来冲击。但有分析师认为，芯片制造商却从中受益不小。过去一年，主要芯片商股价收益可观，这当然是受到了强劲业绩的带动。以AMD为例，其在去年的营收同比增长45%，净利润水平则同比飙升了630%。英伟达截至1月31日的过去一个财年，也就是2021财年的营收同比增长53%，达到了创纪录水平，而台积电去年第四季度的利润同比增长近23%。值得注意的是，台积电的毛利率在去年第四季度达到54%，这一水平远超其主要代工客户——苹果公司，可以说赚钱能力惊人。不过也有花旗分析师担心，在全球芯片荒缓解之后，可能会随之出现一定的供应过剩风险。[眼眼]来源：央视财经<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <video tg-height=\"360\" tg-width=\"640\" webkit-playsinline=\"true\" poster=\"https://static.tigerbbs.com/f400a9757b2deacdaff988151bcb20bd\" controlslist=\"nodownload\" controls=\"\" playsinline=\"\"> \n <source src=\"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/bcc2fc085285890816560601670/jJHOFfaWUGwA.mp4\" type=\"video/mp4\"> \n</video></p></body></html>","htmlText":"<html><head></head><body><p>持续的芯片短缺给车企带来冲击。但有分析师认为，芯片制造商却从中受益不小。过去一年，主要芯片商股价收益可观，这当然是受到了强劲业绩的带动。以AMD为例，其在去年的营收同比增长45%，净利润水平则同比飙升了630%。英伟达截至1月31日的过去一个财年，也就是2021财年的营收同比增长53%，达到了创纪录水平，而台积电去年第四季度的利润同比增长近23%。值得注意的是，台积电的毛利率在去年第四季度达到54%，这一水平远超其主要代工客户——苹果公司，可以说赚钱能力惊人。不过也有花旗分析师担心，在全球芯片荒缓解之后，可能会随之出现一定的供应过剩风险。[眼眼]来源：央视财经<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> <a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> <video tg-height=\"360\" tg-width=\"640\" webkit-playsinline=\"true\" poster=\"https://static.tigerbbs.com/f400a9757b2deacdaff988151bcb20bd\" controlslist=\"nodownload\" controls=\"\" playsinline=\"\"> \n <source src=\"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/bcc2fc085285890816560601670/jJHOFfaWUGwA.mp4\" type=\"video/mp4\"> \n</video></p></body></html>","text":"持续的芯片短缺给车企带来冲击。但有分析师认为，芯片制造商却从中受益不小。过去一年，主要芯片商股价收益可观，这当然是受到了强劲业绩的带动。以AMD为例，其在去年的营收同比增长45%，净利润水平则同比飙升了630%。英伟达截至1月31日的过去一个财年，也就是2021财年的营收同比增长53%，达到了创纪录水平，而台积电去年第四季度的利润同比增长近23%。值得注意的是，台积电的毛利率在去年第四季度达到54%，这一水平远超其主要代工客户——苹果公司，可以说赚钱能力惊人。不过也有花旗分析师担心，在全球芯片荒缓解之后，可能会随之出现一定的供应过剩风险。[眼眼]来源：央视财经$台积电(TSM)$ $AMD(AMD)$ $苹果(AAPL)$","highlighted":2,"essential":1,"paper":2,"link":"https://laohu8.com/post/348290659","repostId":0,"isVote":1,"tweetType":2,"object":{"id":"2d6117d5da734941b8ba4e270f53a420","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/bcc2fc085285890816560601670/jJHOFfaWUGwA.mp4","poster":"https://static.tigerbbs.com/f400a9757b2deacdaff988151bcb20bd","desc":""},"commentLimit":10,"symbols":["TSM","AAPL","AMD"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":550,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":886,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":27,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/346190143"}