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SummerRest
2021-10-13
这个人不懂确大放厥词
抱歉,原内容已删除
SummerRest
2017-06-19
请教,末日期权什么鬼?
周五查了好久网上都没有说明,小心为见把期权全清了。。
请教,末日期权什么鬼?
SummerRest
2017-06-17
末日期权啥意思?为啥有这个?
比如我买的2017.9.15到期京东40美元的call,是不是过了今天要么行权要么废纸?这样有啥意义?请前辈们指点,谢谢
末日期权啥意思?为啥有这个?
SummerRest
2017-05-18
看涨
$阿里巴巴(BABA)$ 跌下来就是机会,买了点看
看涨
去老虎APP查看更多动态
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跌下来就是机会,买了点看","listText":"$阿里巴巴(BABA)$ 跌下来就是机会,买了点看","text":"$阿里巴巴(BABA)$ 跌下来就是机会,买了点看","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/60071","isVote":1,"tweetType":1,"viewCount":1496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":67098,"gmtCreate":1497879658382,"gmtModify":1704877902737,"author":{"id":"134525408864275","authorId":"134525408864275","name":"SummerRest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"请教,末日期权什么鬼?","htmlText":"周五查了好久网上都没有说明,小心为见把期权全清了。。","listText":"周五查了好久网上都没有说明,小心为见把期权全清了。。","text":"周五查了好久网上都没有说明,小心为见把期权全清了。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/67098","isVote":1,"tweetType":1,"viewCount":6774,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"20727972514030","authorId":"20727972514030","name":"Tony特别帅","avatar":"https://static.tigerbbs.com/61f671464b0bc8103579e8d0e2197c48","crmLevel":1,"crmLevelSwitch":0},"content":"就是本周到期的期权","text":"就是本周到期的期权","html":"就是本周到期的期权"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":66832,"gmtCreate":1497628908211,"gmtModify":1704877872559,"author":{"id":"134525408864275","authorId":"134525408864275","name":"SummerRest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"末日期权啥意思?为啥有这个?","htmlText":"比如我买的2017.9.15到期京东40美元的call,是不是过了今天要么行权要么废纸?这样有啥意义?请前辈们指点,谢谢","listText":"比如我买的2017.9.15到期京东40美元的call,是不是过了今天要么行权要么废纸?这样有啥意义?请前辈们指点,谢谢","text":"比如我买的2017.9.15到期京东40美元的call,是不是过了今天要么行权要么废纸?这样有啥意义?请前辈们指点,谢谢","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/66832","isVote":1,"tweetType":1,"viewCount":2110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":60071,"gmtCreate":1495106964910,"gmtModify":1704877011584,"author":{"id":"134525408864275","authorId":"134525408864275","name":"SummerRest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"看涨","htmlText":"$阿里巴巴(BABA)$ 跌下来就是机会,买了点看","listText":"$阿里巴巴(BABA)$ 跌下来就是机会,买了点看","text":"$阿里巴巴(BABA)$ 跌下来就是机会,买了点看","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/60071","isVote":1,"tweetType":1,"viewCount":1496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822291558,"gmtCreate":1634133027885,"gmtModify":1634133027885,"author":{"id":"134525408864275","authorId":"134525408864275","name":"SummerRest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这个人不懂确大放厥词","listText":"这个人不懂确大放厥词","text":"这个人不懂确大放厥词","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/822291558","repostId":"2174136232","repostType":2,"repost":{"id":"2174136232","pubTimestamp":1634043487,"share":"https://www.laohu8.com/m/news/2174136232?lang=&edition=full","pubTime":"2021-10-12 20:58","market":"hk","language":"zh","title":"全球“缺芯”危机蔓延,阿斯麦(ASML.US)明年市值能超5000亿美元吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=2174136232","media":"智通财经","summary":"智通财经APP获悉,受疫情影响,全球芯片短缺持续蔓延。作为向芯片制造业提供高端设备的龙头企业,阿斯麦越来越受到投资者的关注。阿斯麦是全球唯一一家能制造极紫外光刻机的厂商,台积电等公司需要这种设备来制造最小、最精密的芯片。每台EUV光刻机有超过10万个零件,成本为1.5亿美元。市值超5000亿美元不是梦?Hogarth周二在《人工智能现状》年度报告中预测,阿斯麦明年的市值将从目前的3020亿美元攀升至5000多亿美元。","content":"<html><body><p>智通财经APP获悉,受疫情影响,全球芯片短缺持续蔓延。作为向芯片制造业提供高端设备的龙头企业,<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>(ASML.US)越来越受到投资者的关注。</p><p>阿斯麦是全球唯一一家能制造极紫外光刻机(EUV光刻机)的厂商,<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.US)等公司需要这种设备来制造最小、最精密的芯片。每台EUV光刻机有超过10万个零件,成本为1.5亿美元。</p><p><strong>市值超5000亿美元不是梦?</strong></p><p>风投公司Air Street Capital创始人兼普通合伙人Nathan Benaich和人工智能专家Ian \nHogarth周二在《人工智能现状》(State of AI)年度报告中预测,阿斯麦明年的市值将从目前的3020亿美元攀升至5000多亿美元。</p><p>Hogarth表示,在疫情导致全球芯片短缺后,几家芯片公司的股价飙升,但阿斯麦的股价仍有一些增长空间。</p><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>目前的市值为5210亿美元,台积电的市值为5330亿美元。</p><p>Hogarth指出,阿斯麦的市值比不上英伟达(NVDA.US)或台积电等公司,这是因为阿斯麦在欧洲,那里的高科技公司的市值略低,而且它的技术并不被大多数投资者知晓。</p><p>\"在半导体对全球供应链越来越重要的趋势下,人们在投资时寻求alpha,而阿斯麦似乎是一个有优势的候选标的,\" Hogarth称。</p><p>目前,世界上绝大多数的芯片都是在亚洲制造的。Hogart表示,随着越来越多的国家计划建立本土的芯片供应链,减少对其他国家的依赖,这将推动阿斯麦的增长。</p><p>上个月,阿斯麦上调了财务预期,并表示,由于市场对其产品的需求旺盛,该公司到2030年的年收入增幅将达到11%左右。</p><p>在一份市场更新报告中,阿斯麦估计,到2025年,公司收入将达到240亿至300亿欧元(280亿至350亿美元),毛利率将高达55%。而此前的预测是,今年的收入在150亿至240亿欧元之间,毛利率至少为50%。</p><p>阿斯麦表示,“电子行业的全球大趋势”,加上“高利润和快速创新的生态系统”,预计将继续推动整个半导体市场的增长。</p><p>在过去的12个月里,阿斯麦在阿姆斯特丹证券交易所的股价从328欧元涨到了上周五的646欧元,在9月23日达到了753欧元的峰值。</p><p><strong>分析师怎么看?</strong></p><p>然而,并非所有人都如此乐观 。</p><p>New Street Research分析师认为,由于受到EUV光刻机供应的限制,阿斯麦在2022年的上行空间“有限”。New Street \nResearch对阿斯麦的未来五年前景持乐观态度,但将其股票评级下调至“中性”。</p><p>此外,<a href=\"https://laohu8.com/S/UBS\">瑞银</a>对阿斯麦的股票评级为“中性”。该行分析师表示:“我们仍然高度相信阿斯麦中期的增长潜力,但我们很难看到其股价在未来12个月内大幅上涨。”</p><p>Hogarth认为分析师忽视了“地缘政治因素”,也没有意识到各国在半导体领域花了多少钱来建立自己的技术主权。</p><p>去年,Benaich和Hogarth预测,英伟达收购英国芯片设计公司Arm的交易将被监管机构阻止。 \n在他们做出预测后不久,世界各地的监管机构宣布了对该交易的一系列调查,目前仍在进行中。</p><p>今年,他们还预测,人工智能半导体行业将出现一波“整合浪潮”,“Graphcore、Cerebras、SambaNova、Groq或Mythic至少有一家公司被大型科技公司或半导体公司收购。”</p></body></html>","source":"stock_zhitongcaijing","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>全球“缺芯”危机蔓延,阿斯麦(ASML.US)明年市值能超5000亿美元吗?</title>\n<style 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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全球“缺芯”危机蔓延,阿斯麦(ASML.US)明年市值能超5000亿美元吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-12 20:58 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/573418.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,受疫情影响,全球芯片短缺持续蔓延。作为向芯片制造业提供高端设备的龙头企业,阿斯麦(ASML.US)越来越受到投资者的关注。阿斯麦是全球唯一一家能制造极紫外光刻机(EUV光刻机)的厂商,台积电(TSM.US)等公司需要这种设备来制造最小、最精密的芯片。每台EUV光刻机有超过10万个零件,成本为1.5亿美元。市值超5000亿美元不是梦?风投公司Air Street Capital...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/573418.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cdebdfe62273ac806dc3a657b1ca6182","relate_stocks":{"ASML":"阿斯麦","03165":"华夏欧优股对冲"},"source_url":"http://www.zhitongcaijing.com/content/detail/573418.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2174136232","content_text":"智通财经APP获悉,受疫情影响,全球芯片短缺持续蔓延。作为向芯片制造业提供高端设备的龙头企业,阿斯麦(ASML.US)越来越受到投资者的关注。阿斯麦是全球唯一一家能制造极紫外光刻机(EUV光刻机)的厂商,台积电(TSM.US)等公司需要这种设备来制造最小、最精密的芯片。每台EUV光刻机有超过10万个零件,成本为1.5亿美元。市值超5000亿美元不是梦?风投公司Air Street Capital创始人兼普通合伙人Nathan Benaich和人工智能专家Ian \nHogarth周二在《人工智能现状》(State of AI)年度报告中预测,阿斯麦明年的市值将从目前的3020亿美元攀升至5000多亿美元。Hogarth表示,在疫情导致全球芯片短缺后,几家芯片公司的股价飙升,但阿斯麦的股价仍有一些增长空间。英伟达目前的市值为5210亿美元,台积电的市值为5330亿美元。Hogarth指出,阿斯麦的市值比不上英伟达(NVDA.US)或台积电等公司,这是因为阿斯麦在欧洲,那里的高科技公司的市值略低,而且它的技术并不被大多数投资者知晓。\"在半导体对全球供应链越来越重要的趋势下,人们在投资时寻求alpha,而阿斯麦似乎是一个有优势的候选标的,\" Hogarth称。目前,世界上绝大多数的芯片都是在亚洲制造的。Hogart表示,随着越来越多的国家计划建立本土的芯片供应链,减少对其他国家的依赖,这将推动阿斯麦的增长。上个月,阿斯麦上调了财务预期,并表示,由于市场对其产品的需求旺盛,该公司到2030年的年收入增幅将达到11%左右。在一份市场更新报告中,阿斯麦估计,到2025年,公司收入将达到240亿至300亿欧元(280亿至350亿美元),毛利率将高达55%。而此前的预测是,今年的收入在150亿至240亿欧元之间,毛利率至少为50%。阿斯麦表示,“电子行业的全球大趋势”,加上“高利润和快速创新的生态系统”,预计将继续推动整个半导体市场的增长。在过去的12个月里,阿斯麦在阿姆斯特丹证券交易所的股价从328欧元涨到了上周五的646欧元,在9月23日达到了753欧元的峰值。分析师怎么看?然而,并非所有人都如此乐观 。New Street Research分析师认为,由于受到EUV光刻机供应的限制,阿斯麦在2022年的上行空间“有限”。New Street \nResearch对阿斯麦的未来五年前景持乐观态度,但将其股票评级下调至“中性”。此外,瑞银对阿斯麦的股票评级为“中性”。该行分析师表示:“我们仍然高度相信阿斯麦中期的增长潜力,但我们很难看到其股价在未来12个月内大幅上涨。”Hogarth认为分析师忽视了“地缘政治因素”,也没有意识到各国在半导体领域花了多少钱来建立自己的技术主权。去年,Benaich和Hogarth预测,英伟达收购英国芯片设计公司Arm的交易将被监管机构阻止。 \n在他们做出预测后不久,世界各地的监管机构宣布了对该交易的一系列调查,目前仍在进行中。今年,他们还预测,人工智能半导体行业将出现一波“整合浪潮”,“Graphcore、Cerebras、SambaNova、Groq或Mythic至少有一家公司被大型科技公司或半导体公司收购。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}