清晨阳光和你i
2021-02-07
这篇文章不错,转发给大家看看
@话题虎:
需求激增,业绩大超预期!芯片股正在大爆发!虎友们梭哈不?
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\n</blockquote> <p>此外,公司还预计,2021年,半导体市场将增长约8%,而台积电的5G智能手机的渗透率将达到35%!</p> <p>... ...</p> <p>据了解,芯片半导体行业,持续景气的原因有以下几点:</p> <ol> \n <li>新冠肺炎疫情影响下,远程办公等宅经济模式爆发,笔电平板、WiFi装置、游戏机等产品需求大幅上涨;</li> \n <li>5G智能手机销售火热;</li> \n <li>新能源汽车产销超预期,智能电动车相比传统车,对芯片的需求是攀升的。</li> \n</ol> <p>受此影响,美股芯片版块持续拉升,相关企业的股价,纷纷创出历史新高!<img src=\"https://static.tigerbbs.com/0f8c94a3d0f529634fec5e9eba042c07\" tg-width=\"849\" tg-height=\"366\">下面小话帮大家梳理了,在美港股上市的相关龙头企业:</p> <p><b>封装龙头</b>:<a href=\"https://laohu8.com/S/ASX\">$日月光半导体(ASX)$</a> </p> <p><b>半导体设备龙头:</b><a href=\"https://laohu8.com/S/LRCX\">$拉姆研究(LRCX)$</a> </p> <p><b>代工龙头(全球营收排名):</b></p> <ul> \n <li>NO.1 <a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>;</li> \n <li>NO.4 <a href=\"https://laohu8.com/S/UMC\">$联电(UMC)$</a> ;</li> \n <li>NO.5 <a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a>;</li> \n <li>NO.9<a href=\"https://laohu8.com/S/01347\">$华虹半导体(01347)$</a> </li> \n</ul> <p><b>设计龙头:</b></p> <ul> \n <li>智能手机处理器:<a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$</a> ;</li> \n <li>无线接收器:<a href=\"https://laohu8.com/S/BRCM\">$博通(BRCM)$</a> </li> \n <li>储存芯片:<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> </li> \n <li>PC处理器:<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> /<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> /<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> </li> \n</ul> <p>... ...</p> <p>最后,大家聊一聊:</p> <ul> \n <li><span style=\"color:rgba(239,6,6,1);\"><b>如何看待芯片股的大涨?现在是否值得买入?</b></span></li> \n</ul> <p><b>精彩留言用户可获得300社区积分噢!</b></p></body></html>","htmlText":"<html><head></head><body><p><img src=\"https://static.tigerbbs.com/3a8fd5998dff3def56b28c47dd8de053\" tg-width=\"1000\" tg-height=\"600\">从去年四季度以来,全球芯片产品均出现10%~20%的提价,就连封测领域也传出涨价消息,利好消息不断:</p> <p><span style=\"color:rgba(246,1,1,1);\"><b>01 封测龙头<a href=\"https://laohu8.com/S/ASX\">$日月光半导体(ASX)$</a> 宣布:</b></span></p> <blockquote>\n 以因成本上升,及产能供不应求,将调涨2021年第一季封测平均接单价格5~10%。 \n</blockquote> <p>据了解,这不是日月光近期的第一次涨价,从去年四季度开始,<b>新单和急单价格已经被上调了20%—30%。</b></p> <p><span style=\"color:rgba(244,2,2,1);\"><b>02 芯片代工龙头<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> ,财报大超预期:</b></span></p> <blockquote>\n 2020Q4,营收、毛利率、净利率,均创历史新高,超出市场预期! \n</blockquote> <p>此外,公司还预计,2021年,半导体市场将增长约8%,而台积电的5G智能手机的渗透率将达到35%!</p> <p>... ...</p> <p>据了解,芯片半导体行业,持续景气的原因有以下几点:</p> <ol> \n <li>新冠肺炎疫情影响下,远程办公等宅经济模式爆发,笔电平板、WiFi装置、游戏机等产品需求大幅上涨;</li> \n <li>5G智能手机销售火热;</li> \n <li>新能源汽车产销超预期,智能电动车相比传统车,对芯片的需求是攀升的。</li> \n</ol> <p>受此影响,美股芯片版块持续拉升,相关企业的股价,纷纷创出历史新高!<img src=\"https://static.tigerbbs.com/0f8c94a3d0f529634fec5e9eba042c07\" tg-width=\"849\" tg-height=\"366\">下面小话帮大家梳理了,在美港股上市的相关龙头企业:</p> <p><b>封装龙头</b>:<a href=\"https://laohu8.com/S/ASX\">$日月光半导体(ASX)$</a> </p> <p><b>半导体设备龙头:</b><a href=\"https://laohu8.com/S/LRCX\">$拉姆研究(LRCX)$</a> </p> <p><b>代工龙头(全球营收排名):</b></p> <ul> \n <li>NO.1 <a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>;</li> \n <li>NO.4 <a href=\"https://laohu8.com/S/UMC\">$联电(UMC)$</a> ;</li> \n <li>NO.5 <a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a>;</li> \n <li>NO.9<a href=\"https://laohu8.com/S/01347\">$华虹半导体(01347)$</a> </li> \n</ul> <p><b>设计龙头:</b></p> <ul> \n <li>智能手机处理器:<a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$</a> ;</li> \n <li>无线接收器:<a href=\"https://laohu8.com/S/BRCM\">$博通(BRCM)$</a> </li> \n <li>储存芯片:<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> </li> \n <li>PC处理器:<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> /<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a> /<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> </li> \n</ul> <p>... ...</p> <p>最后,大家聊一聊:</p> <ul> \n <li><span style=\"color:rgba(239,6,6,1);\"><b>如何看待芯片股的大涨?现在是否值得买入?</b></span></li> \n</ul> <p><b>精彩留言用户可获得300社区积分噢!</b></p></body></html>","text":"从去年四季度以来,全球芯片产品均出现10%~20%的提价,就连封测领域也传出涨价消息,利好消息不断: 01 封测龙头$日月光半导体(ASX)$ 宣布: 以因成本上升,及产能供不应求,将调涨2021年第一季封测平均接单价格5~10%。 据了解,这不是日月光近期的第一次涨价,从去年四季度开始,新单和急单价格已经被上调了20%—30%。 02 芯片代工龙头$台积电(TSM)$ ,财报大超预期: 2020Q4,营收、毛利率、净利率,均创历史新高,超出市场预期! 此外,公司还预计,2021年,半导体市场将增长约8%,而台积电的5G智能手机的渗透率将达到35%! ... ... 据了解,芯片半导体行业,持续景气的原因有以下几点: 新冠肺炎疫情影响下,远程办公等宅经济模式爆发,笔电平板、WiFi装置、游戏机等产品需求大幅上涨; 5G智能手机销售火热; 新能源汽车产销超预期,智能电动车相比传统车,对芯片的需求是攀升的。 受此影响,美股芯片版块持续拉升,相关企业的股价,纷纷创出历史新高!下面小话帮大家梳理了,在美港股上市的相关龙头企业: 封装龙头:$日月光半导体(ASX)$ 半导体设备龙头:$拉姆研究(LRCX)$ 代工龙头(全球营收排名): NO.1 $台积电(TSM)$; NO.4 $联电(UMC)$ ; NO.5 $中芯国际(00981)$; NO.9$华虹半导体(01347)$ 设计龙头: 智能手机处理器:$高通(QCOM)$ ; 无线接收器:$博通(BRCM)$ 储存芯片:$美光科技(MU)$ PC处理器:$英特尔(INTC)$ /$AMD(AMD)$ /$英伟达(NVDA)$ ... ... 最后,大家聊一聊: 如何看待芯片股的大涨?现在是否值得买入? 精彩留言用户可获得300社区积分噢!","highlighted":2,"essential":2,"paper":2,"link":"https://laohu8.com/post/337682309","repostId":0,"isVote":2,"tweetType":1,"commentLimit":10,"vote":{"id":1306,"gmtCreate":1611135371502,"gmtModify":1611135371502,"gmtBegin":1611135371502,"gmtEnd":1612344954718,"objectId":337682309,"type":1,"upper":1,"title":"当下芯片股是否值得入手?","introduction":"当下芯片股是否值得入手?","totalSize":518,"choices":[{"id":4891,"gmtCreate":1611135371502,"gmtModify":1611135371502,"voteId":1306,"sort":1,"name":"值得,梭哈!","userSize":399,"voted":false},{"id":4892,"gmtCreate":1611135371502,"gmtModify":1611135371502,"voteId":1306,"sort":2,"name":"不值得,位置太高!","userSize":119,"voted":false}]},"symbols":["NVDA","INTC","ASX","BRCM","MU","AMD","LRCX","QCOM","00981","UMC","TSM","01347"],"verified":2,"subType":2,"readableState":1,"subTypeObject":{"tweetId":337682309,"totalAmount":300,"balance":0,"end":true,"deadline":1611495328997,"description":"198虎币已分给3位参与者,剩余102虎币已退还至发起者","remainingNumber":97},"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":1170,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":1445,"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,"upFlag":false,"length":27,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/389130372"}
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