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尚沃
2020-07-11
好标的守着不香吗
$中芯国际(00981)$
$香港交易所(00388)$
$中芯国际(00981)$
$小米集团-W(01810)$
$蔚来(NIO)$
尚沃
2019-05-20
$老虎证券(TIGR)$ 多多
尚沃
2020-07-11
$蔚来(NIO)$
真香
尚沃
2020-03-04
2020.03.04 复盘笔记 by 尚沃
2020-03-04 成本 现价 浮动收益 联合保健产品(AHPI) 13.08 16.71 +27.78% 赚美金啦哈哈
2020.03.04 复盘笔记 by 尚沃
尚沃
2020-07-11
$小米瑞银零八购B.C(20622)$
守住它不香吗
尚沃
2020-03-04
$联合保健产品(AHPI)$
赚美金啦
尚沃
03-24
我开多了什么时候平仓
$TQQQ 20240328 58.5 CALL$
尚沃
03-22
$苹果(AAPL)$
这是一个金苹果,不会成为烂苹果
尚沃
03-21
这篇文章不错,转发给大家看看
@南柯_7662:
$纽约社区银行(NYCB)$
3.39梭哈抄底
尚沃
2020-07-16
这篇文章不错,转发给大家看看
@Silva0:
$中芯国际(00981)$
沪硅都跌停了,你不回15吗
尚沃
2020-02-23
这篇文章不错,转发给大家看看
@AI财经:美有攻芯计,我有过墙梯
去老虎APP查看更多动态
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/ 郑亚红 唐煜 编辑 / 赵艳秋 2月19日,一篇题为《最新!台积电或将断供华为》的文章激荡在朋友圈中。这篇报道称,美国正在制定相关条款,试图切断华为的半导体供应,全世界所有使用美国设备为华为生产芯片的公司都必须获得美国许可。而台积电首当其冲,已经减少了对华为的产能支持。 “华为危险了”,社交平台上有人这样评论道。在不确定的压力下,台积电是否真的断供华为?华为真的要被逼上绝路? “美国要真使出最终手段,我们也有我们的最终手段。”一位半导体行业内资深人士对AI财经社说,“这些年中国最大的成果就是融入世界,大家有一个非常深度的绑定。” 赛迪顾问副总裁李珂则对AI财经社直言,这是一个博弈的过程。而半导体行业专家莫大康则表示:“世界不是铁板一块,大家都要考虑商业利益。做最坏的打算,但也不用慌。” 图/视觉中国 中美相争,台积电要失火? 特朗普政府几个月前就在筹划一次对华为更为严厉的打击。2019年12月,有媒体报道,美国正考虑对中国采取新的贸易举措,将限制全球芯片企业对美国芯片制造设备的使用,从而切断中国获得关键半导体技术的渠道。 在去年5月美国对华为颁布禁令后,一些芯片公司依然能够利用一个条款继续向华为供货。该条款规定,如果在一家公司的产品中,美国的技术比例低于25%,那么该公司就可以在不需要美国商务部许可证的情况下,继续向华为销售产品或提供服务。 这其中就包括台积电。台积电是全球第一大芯片代工企业。苹果的处理器芯片、华为的手机芯片、高通的处理器芯片都在这里生产制造。也就是说,那些先进的芯片,没有台积电,就不能“变现”。 去年5月,在华为刚刚被列为出口管制对象之时,台积电也同样处在风暴中心。大家关注,美国禁令是否能阻断台积电为华为制造芯片。后来的结果是,时任台积电发言人孙又文博士回应,台积电不会改变对华为的供货。这并不是因为情面,而是他们符合规定,使用的美国技术低于25%","listText":"撰文 / 郑亚红 唐煜 编辑 / 赵艳秋 2月19日,一篇题为《最新!台积电或将断供华为》的文章激荡在朋友圈中。这篇报道称,美国正在制定相关条款,试图切断华为的半导体供应,全世界所有使用美国设备为华为生产芯片的公司都必须获得美国许可。而台积电首当其冲,已经减少了对华为的产能支持。 “华为危险了”,社交平台上有人这样评论道。在不确定的压力下,台积电是否真的断供华为?华为真的要被逼上绝路? “美国要真使出最终手段,我们也有我们的最终手段。”一位半导体行业内资深人士对AI财经社说,“这些年中国最大的成果就是融入世界,大家有一个非常深度的绑定。” 赛迪顾问副总裁李珂则对AI财经社直言,这是一个博弈的过程。而半导体行业专家莫大康则表示:“世界不是铁板一块,大家都要考虑商业利益。做最坏的打算,但也不用慌。” 图/视觉中国 中美相争,台积电要失火? 特朗普政府几个月前就在筹划一次对华为更为严厉的打击。2019年12月,有媒体报道,美国正考虑对中国采取新的贸易举措,将限制全球芯片企业对美国芯片制造设备的使用,从而切断中国获得关键半导体技术的渠道。 在去年5月美国对华为颁布禁令后,一些芯片公司依然能够利用一个条款继续向华为供货。该条款规定,如果在一家公司的产品中,美国的技术比例低于25%,那么该公司就可以在不需要美国商务部许可证的情况下,继续向华为销售产品或提供服务。 这其中就包括台积电。台积电是全球第一大芯片代工企业。苹果的处理器芯片、华为的手机芯片、高通的处理器芯片都在这里生产制造。也就是说,那些先进的芯片,没有台积电,就不能“变现”。 去年5月,在华为刚刚被列为出口管制对象之时,台积电也同样处在风暴中心。大家关注,美国禁令是否能阻断台积电为华为制造芯片。后来的结果是,时任台积电发言人孙又文博士回应,台积电不会改变对华为的供货。这并不是因为情面,而是他们符合规定,使用的美国技术低于25%","text":"撰文 / 郑亚红 唐煜 编辑 / 赵艳秋 2月19日,一篇题为《最新!台积电或将断供华为》的文章激荡在朋友圈中。这篇报道称,美国正在制定相关条款,试图切断华为的半导体供应,全世界所有使用美国设备为华为生产芯片的公司都必须获得美国许可。而台积电首当其冲,已经减少了对华为的产能支持。 “华为危险了”,社交平台上有人这样评论道。在不确定的压力下,台积电是否真的断供华为?华为真的要被逼上绝路? “美国要真使出最终手段,我们也有我们的最终手段。”一位半导体行业内资深人士对AI财经社说,“这些年中国最大的成果就是融入世界,大家有一个非常深度的绑定。” 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/ 郑亚红 唐煜 编辑 / 赵艳秋 2月19日,一篇题为《最新!台积电或将断供华为》的文章激荡在朋友圈中。这篇报道称,美国正在制定相关条款,试图切断华为的半导体供应,全世界所有使用美国设备为华为生产芯片的公司都必须获得美国许可。而台积电首当其冲,已经减少了对华为的产能支持。 “华为危险了”,社交平台上有人这样评论道。在不确定的压力下,台积电是否真的断供华为?华为真的要被逼上绝路? “美国要真使出最终手段,我们也有我们的最终手段。”一位半导体行业内资深人士对AI财经社说,“这些年中国最大的成果就是融入世界,大家有一个非常深度的绑定。” 赛迪顾问副总裁李珂则对AI财经社直言,这是一个博弈的过程。而半导体行业专家莫大康则表示:“世界不是铁板一块,大家都要考虑商业利益。做最坏的打算,但也不用慌。” 图/视觉中国 中美相争,台积电要失火? 特朗普政府几个月前就在筹划一次对华为更为严厉的打击。2019年12月,有媒体报道,美国正考虑对中国采取新的贸易举措,将限制全球芯片企业对美国芯片制造设备的使用,从而切断中国获得关键半导体技术的渠道。 在去年5月美国对华为颁布禁令后,一些芯片公司依然能够利用一个条款继续向华为供货。该条款规定,如果在一家公司的产品中,美国的技术比例低于25%,那么该公司就可以在不需要美国商务部许可证的情况下,继续向华为销售产品或提供服务。 这其中就包括台积电。台积电是全球第一大芯片代工企业。苹果的处理器芯片、华为的手机芯片、高通的处理器芯片都在这里生产制造。也就是说,那些先进的芯片,没有台积电,就不能“变现”。 去年5月,在华为刚刚被列为出口管制对象之时,台积电也同样处在风暴中心。大家关注,美国禁令是否能阻断台积电为华为制造芯片。后来的结果是,时任台积电发言人孙又文博士回应,台积电不会改变对华为的供货。这并不是因为情面,而是他们符合规定,使用的美国技术低于25%","listText":"撰文 / 郑亚红 唐煜 编辑 / 赵艳秋 2月19日,一篇题为《最新!台积电或将断供华为》的文章激荡在朋友圈中。这篇报道称,美国正在制定相关条款,试图切断华为的半导体供应,全世界所有使用美国设备为华为生产芯片的公司都必须获得美国许可。而台积电首当其冲,已经减少了对华为的产能支持。 “华为危险了”,社交平台上有人这样评论道。在不确定的压力下,台积电是否真的断供华为?华为真的要被逼上绝路? “美国要真使出最终手段,我们也有我们的最终手段。”一位半导体行业内资深人士对AI财经社说,“这些年中国最大的成果就是融入世界,大家有一个非常深度的绑定。” 赛迪顾问副总裁李珂则对AI财经社直言,这是一个博弈的过程。而半导体行业专家莫大康则表示:“世界不是铁板一块,大家都要考虑商业利益。做最坏的打算,但也不用慌。” 图/视觉中国 中美相争,台积电要失火? 特朗普政府几个月前就在筹划一次对华为更为严厉的打击。2019年12月,有媒体报道,美国正考虑对中国采取新的贸易举措,将限制全球芯片企业对美国芯片制造设备的使用,从而切断中国获得关键半导体技术的渠道。 在去年5月美国对华为颁布禁令后,一些芯片公司依然能够利用一个条款继续向华为供货。该条款规定,如果在一家公司的产品中,美国的技术比例低于25%,那么该公司就可以在不需要美国商务部许可证的情况下,继续向华为销售产品或提供服务。 这其中就包括台积电。台积电是全球第一大芯片代工企业。苹果的处理器芯片、华为的手机芯片、高通的处理器芯片都在这里生产制造。也就是说,那些先进的芯片,没有台积电,就不能“变现”。 去年5月,在华为刚刚被列为出口管制对象之时,台积电也同样处在风暴中心。大家关注,美国禁令是否能阻断台积电为华为制造芯片。后来的结果是,时任台积电发言人孙又文博士回应,台积电不会改变对华为的供货。这并不是因为情面,而是他们符合规定,使用的美国技术低于25%","text":"撰文 / 郑亚红 唐煜 编辑 / 赵艳秋 2月19日,一篇题为《最新!台积电或将断供华为》的文章激荡在朋友圈中。这篇报道称,美国正在制定相关条款,试图切断华为的半导体供应,全世界所有使用美国设备为华为生产芯片的公司都必须获得美国许可。而台积电首当其冲,已经减少了对华为的产能支持。 “华为危险了”,社交平台上有人这样评论道。在不确定的压力下,台积电是否真的断供华为?华为真的要被逼上绝路? “美国要真使出最终手段,我们也有我们的最终手段。”一位半导体行业内资深人士对AI财经社说,“这些年中国最大的成果就是融入世界,大家有一个非常深度的绑定。” 赛迪顾问副总裁李珂则对AI财经社直言,这是一个博弈的过程。而半导体行业专家莫大康则表示:“世界不是铁板一块,大家都要考虑商业利益。做最坏的打算,但也不用慌。” 图/视觉中国 中美相争,台积电要失火? 特朗普政府几个月前就在筹划一次对华为更为严厉的打击。2019年12月,有媒体报道,美国正考虑对中国采取新的贸易举措,将限制全球芯片企业对美国芯片制造设备的使用,从而切断中国获得关键半导体技术的渠道。 在去年5月美国对华为颁布禁令后,一些芯片公司依然能够利用一个条款继续向华为供货。该条款规定,如果在一家公司的产品中,美国的技术比例低于25%,那么该公司就可以在不需要美国商务部许可证的情况下,继续向华为销售产品或提供服务。 这其中就包括台积电。台积电是全球第一大芯片代工企业。苹果的处理器芯片、华为的手机芯片、高通的处理器芯片都在这里生产制造。也就是说,那些先进的芯片,没有台积电,就不能“变现”。 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