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RexC
08-28
这个评论都是各心怀鬼胎:持股的都想他涨,没有股的都想他跌![财迷] [开心]
英伟达跌幅扩大至近3%,分析师称其财报影响大于鲍威尔讲话
RexC
2021-11-30
股票下跌惨不忍睹,这业绩不会是假的吧!?否则为什么要把股东们赶尽杀绝呢? [惊讶]
@美股研究社:库客音乐Q3总营收同比大幅增长344%,版权核心资产优势坚挺
RexC
2021-04-20
在中美两国消费者中均出现质量安全问题,自知再不重视会有更大的麻烦!
抱歉,原内容已删除
RexC
2020-09-14
中国若不批准,结局如何?若批准,有何条件?
大手笔,英伟达2732亿收购英国芯片巨头!为何还需要中国批准?
RexC
2020-08-31
死啦死啦的
RexC
2020-08-31
这篇文章不错,转发给大家看
SAExploration files for bankruptcy in Texas Court
RexC
2020-07-29
$SAExploration Holdings Inc.(SAEX)$
有哪位告知一下,为什么SAEX显示后台在交易,但我等客户不能操作了?[呆住]
RexC
2020-06-19
$SAExploration Holdings Inc.(SAEX)$
今日什么情况?
RexC
2020-05-08
$SAExploration Holdings Inc.(SAEX)$
欲穷千里目,更上一层楼!
RexC
2020-04-22
What happened today?
RexC
2020-04-15
这三个月的操作[开心]
RexC
2020-03-30
$CHF Solutions Inc.(CHFS)$
今晚有什么利好?!
RexC
2020-03-02
$中国医药控股有限公司(CPHI)$
喂喂,休息一下!
RexC
2020-03-02
$中国医药控股有限公司(CPHI)$
[开心]
RexC
2020-03-02
$中国医药控股有限公司(CPHI)$
今天拣了个红包!
RexC
2020-02-27
$中国医药控股有限公司(CPHI)$
疫情严重,还不行动?
RexC
2020-02-26
$中国医药控股有限公司(CPHI)$
今日全球病例
RexC
2020-02-26
$中国医药控股有限公司(CPHI)$
为什么疫情告急,医药股却大幅做空?这没有逻辑呀!
RexC
2020-01-29
$SAExploration Holdings Inc.(SAEX)$
作个标记
去老虎APP查看更多动态
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亿美元的波动,该估计是基于最近的期权定价数据。","content":"<html><head></head><body><p>本周三(8月28日)盘初,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>股价跌幅扩大至,截至发稿报124.63美元,跌幅2.8%:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ff8b9d355f3a24a32f1714a43e361f8\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>公司将于今日盘后公布第二季度财报,Ameriprise Financial策略师Anthony Saglimbene表示:英伟达财报实际上可能比美联储主席鲍威尔上周在杰克逊霍尔的讲话对整体市场的影响更大。</p><p>此外,Wedbush分析师丹·艾夫指出,英伟达财报是华尔街多年来最重要的时刻之一,预计将出现“令人叫好的表现”。</p><p>晨星首席美国市场策略师戴夫•塞克拉则表示,如果英伟达的营收或净利润低于预期(我们认为这是不可能发生的),或者下个季度的业绩指引不够强劲,我们可能会看到英伟达和所有人工智能股票遭到抛售。</p><p>根据高盛交易部门周一发布的报告,<strong>英伟达的盈利可能引发近 3000 亿美元的波动,</strong>该估计是基于最近的期权定价数据。</p><p>高盛表示,无论是哪种情况,市值的潜在波动都相当于这家价值 3.17 万亿美元的芯片制造商的股价波动 9% 以上。</p><p>相关阅读:</p><p><a href=\"https://laohu8.com/NW/1114503258\" title=\"英伟达财报后需要回答很多问题,包括产品延迟、竞争和中国市场\" target=\"_blank\">英伟达财报后需要回答很多问题,包括产品延迟、竞争和中国市场</a></p><p><a href=\"https://laohu8.com/NW/2462435003\" title=\"整个华尔街屏息以待!英伟达将再度“大放异彩”?\" target=\"_blank\">整个华尔街屏息以待!英伟达将再度“大放异彩”?</a></p></body></html>","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>英伟达跌幅扩大至近3%,分析师称其财报影响大于鲍威尔讲话</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; 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8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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英伟达跌幅扩大至近3%,分析师称其财报影响大于鲍威尔讲话\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-08-28 23:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>本周三(8月28日)盘初,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>股价跌幅扩大至,截至发稿报124.63美元,跌幅2.8%:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ff8b9d355f3a24a32f1714a43e361f8\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>公司将于今日盘后公布第二季度财报,Ameriprise Financial策略师Anthony Saglimbene表示:英伟达财报实际上可能比美联储主席鲍威尔上周在杰克逊霍尔的讲话对整体市场的影响更大。</p><p>此外,Wedbush分析师丹·艾夫指出,英伟达财报是华尔街多年来最重要的时刻之一,预计将出现“令人叫好的表现”。</p><p>晨星首席美国市场策略师戴夫•塞克拉则表示,如果英伟达的营收或净利润低于预期(我们认为这是不可能发生的),或者下个季度的业绩指引不够强劲,我们可能会看到英伟达和所有人工智能股票遭到抛售。</p><p>根据高盛交易部门周一发布的报告,<strong>英伟达的盈利可能引发近 3000 亿美元的波动,</strong>该估计是基于最近的期权定价数据。</p><p>高盛表示,无论是哪种情况,市值的潜在波动都相当于这家价值 3.17 万亿美元的芯片制造商的股价波动 9% 以上。</p><p>相关阅读:</p><p><a href=\"https://laohu8.com/NW/1114503258\" title=\"英伟达财报后需要回答很多问题,包括产品延迟、竞争和中国市场\" target=\"_blank\">英伟达财报后需要回答很多问题,包括产品延迟、竞争和中国市场</a></p><p><a href=\"https://laohu8.com/NW/2462435003\" title=\"整个华尔街屏息以待!英伟达将再度“大放异彩”?\" target=\"_blank\">整个华尔街屏息以待!英伟达将再度“大放异彩”?</a></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148714216","content_text":"本周三(8月28日)盘初,英伟达股价跌幅扩大至,截至发稿报124.63美元,跌幅2.8%:公司将于今日盘后公布第二季度财报,Ameriprise Financial策略师Anthony Saglimbene表示:英伟达财报实际上可能比美联储主席鲍威尔上周在杰克逊霍尔的讲话对整体市场的影响更大。此外,Wedbush分析师丹·艾夫指出,英伟达财报是华尔街多年来最重要的时刻之一,预计将出现“令人叫好的表现”。晨星首席美国市场策略师戴夫•塞克拉则表示,如果英伟达的营收或净利润低于预期(我们认为这是不可能发生的),或者下个季度的业绩指引不够强劲,我们可能会看到英伟达和所有人工智能股票遭到抛售。根据高盛交易部门周一发布的报告,英伟达的盈利可能引发近 3000 亿美元的波动,该估计是基于最近的期权定价数据。高盛表示,无论是哪种情况,市值的潜在波动都相当于这家价值 3.17 万亿美元的芯片制造商的股价波动 9% 以上。相关阅读:英伟达财报后需要回答很多问题,包括产品延迟、竞争和中国市场整个华尔街屏息以待!英伟达将再度“大放异彩”?","news_type":1},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609867327,"gmtCreate":1638266084969,"gmtModify":1638266084969,"author":{"id":"241085184323274","authorId":"241085184323274","name":"RexC","avatar":"https://static.tigerbbs.com/9f41c30584a0f0000fc0507eee0d0ff1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"241085184323274","authorIdStr":"241085184323274"},"themes":[],"htmlText":"股票下跌惨不忍睹,这业绩不会是假的吧!?否则为什么要把股东们赶尽杀绝呢? 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[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609867327","repostId":"609945090","repostType":1,"repost":{"id":609945090,"gmtCreate":1638234865333,"gmtModify":1638237288521,"author":{"id":"3503452965237041","authorId":"3503452965237041","name":"美股研究社","avatar":"https://static.tigerbbs.com/a239c7906133df1f3817d0746a8a0ba1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3503452965237041","authorIdStr":"3503452965237041"},"themes":[],"title":"库客音乐Q3总营收同比大幅增长344%,版权核心资产优势坚挺","htmlText":"美股研究社获悉,11月29日,库客音乐(<a target=\"_blank\" href=\"https://laohu8.com/S/KUKE\">$库客音乐(KUKE)$</a> 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)发布2021年第三季度财报。三季度库客音乐总收入规模增加至人民币8,270万元,同比大幅增长343.6%,非国际财务报告准则利润为人民币2,050万元。其中,核心业务稳固发力,音乐授权与订阅收入增加至人民币4,100万元,同比增长162.8%;现场音乐活动收入增长134倍,达到人民币1,420万元;智能音乐学习解决方案收入增至人民币2,750万元,同比增长838.2%。作为中国领先的古典音乐内容提供商,库客音乐基于稀缺性和核心资产的突出优势,不断推陈出新变现方式,在“古典音乐版权授权与订阅+音乐学习内容+古典音乐演出”的“声态闭环”上行稳致远。库客音乐首席执行官余赫表示,古典音乐对全世界人民来说都是必不可少的,几乎是所有流派音乐欣赏和学习的基础。第三季度业绩凸显了库客音乐在核心竞争力方面的韧性,库客音乐通过加强与拿索斯的国际战略合作伙伴关系,利用不断扩大的版权内容库,探索科技创新方法拓展变现渠道,以促进中国古典音乐的发展并服务于整个古典音乐产业链的需求。坚持内容为王 版权垂直领域龙头地位凸显当前新冠肺炎疫情持续反复,全球经济复苏面临较多不稳定因素。iiMedia Research(艾媒咨询)数据显示,受新冠疫情的影响,2020年国民人均文化娱乐消费支出下滑,2021年总体呈缓慢增长态势。原因是线下活动受阻,相关支出大幅减少,但线上消费需求更加活跃。而版权业务在下行环境中韧性较强,线上需求被更多开发。库客音乐持续扩展曲库规模,专注古典音乐内容深耕,不断挖掘古典音乐版权变现价值。第三季度,核心业务音乐授权与订阅毛利润同比增长208.8%至人民币3,750万元。截至2021年9月30日,库客音","text":"美股研究社获悉,11月29日,库客音乐($库客音乐(KUKE)$ 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20:55","market":"us","language":"zh","title":"大手笔,英伟达2732亿收购英国芯片巨头!为何还需要中国批准?","url":"https://stock-news.laohu8.com/highlight/detail?id=2067645784","media":"金十数据","summary":"本文为「金十数据」原创文章,未经许可,禁止转载,违者必究。美国芯片巨头英伟达(NVIDIA)终于“官宣”对英国芯片设计商ARM的收购一事。当地时间9月13日,英伟达宣布同意以400亿美元(约2732亿","content":"<html><body><article><p>本文为「金十数据」原创文章,未经许可,禁止转载,违者必究。</p><p>美国芯片巨头<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVIDIA)终于“官宣”对英国芯片设计商ARM的收购一事。当地时间9月13日,英伟达宣布同意以400亿美元(约2732亿元人民币)的价格从软银手中收购ARM,创下半导体史上最大规模的交易。</p><p>此项交易影响巨大,其中一个原因是——与英伟达的交易将使ARM受制于一家美国公司,这也可能给中国芯片设计业务带来影响。但还有一个难以忽视的环节是,英伟达承认这笔收购案如今正等待中国市场的“通关卡”。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/12466955850/0\"/><p><strong>英伟达2000亿收购ARM,或将影响中国芯片设计业务?</strong></p><p>根据英伟达的披露,由于此次收购规模之大,按照惯例,该笔交易需要得到英国、中国、美国和欧盟的监管批准。ARM是全球领先的芯片设计公司,其中包括大多数安卓手机和<a href=\"https://laohu8.com/S/AAPL\">苹果</a>iPhone手机中使用的<a href=\"https://laohu8.com/S/QCOM\">高通</a>芯片——此前苹果还计划将其Mac计算机从<a href=\"https://laohu8.com/S/INTC\">英特尔</a>芯片转变为基于ARM的设计;而迄今为止,ARM的授权商已售出1800亿颗芯片。</p><p>也正是基于ARM是半导体领域的超大玩家,英伟达的收购举动自一开始就引发了市场的集体关注。比如,英国国内不少声音就极力反对这笔交易——有英国议员敦促政府尽快介入,以保护英国“国家利益”;而包括《金融时报》等英国媒体也持明确的反对态度,称该交易一旦达成将给英国利益造成巨大的损害。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/12466956026/0\"/><p>另一方面,英伟达收购ARM对于中国科技行业来说,可能也将带来更加复杂的影响。根据2018年软银公布的数据,中国设计的高端芯片中,基于ARM技术的约有95%,而仅中国市场就贡献了ARM总销售额的20%。这就意味着,一旦ARM顺利被英伟达所收购,那其很多业务可能将受到美国长臂管辖的约束。</p><p><strong>未获批准,高通440亿收购案告吹!外企收购为何需要中国同意?</strong></p><p>就如英伟达所言,其对ARM的收购还需等待英国、中国、美国和欧盟的监管批准;换句话说,这笔并购案能否顺利达成,也取决于中国市场愿不愿意向英伟达发出“通关卡”。实际上,早在英伟达之前,就有一家美国芯片巨头因未能获得中国市场的同意,最终其收购案也只能以“失败”告终。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/12443843899/0\"/><p>2016年,高通宣布以440亿美元的价格收购荷兰半导体企业<a href=\"https://laohu8.com/S/NXPI\">恩智浦</a>;但在2018年,由于交易涉及反垄断,中国市场最终没有批准高通的这笔收购,这也意味着芯片行业史上最大的收购案彻底告吹;另据要约协议,如果高通终止要约,那其还需向恩智浦支付20亿美元的“分手费”。</p><p>不过,美国芯片巨头也并非一直在碰壁。今年4月,我国就宣布有条件批准英伟达对以色列芯片设计企业迈络思(Mellanox echnologies Ltd)的收购,这意味着美以两大芯片企业69亿美元(约471亿元人民币)的收购案正式跨过最后一道关卡——此前欧盟、墨西哥等国已通过这一收购案。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/12466956365/0\"/><p>那么,美国巨头与其他国家企业的交易,为什么需要等待中国市场的批准呢?这与我国的反垄断法有关——如果两家公司在全球范围内的营业额超过100亿元人民币,无论是不是牵扯到中国企业,那相关收购案就将会被纳入中国有关部门的监管当中。换句话说,由于相关企业在中国市场拥有业务,因此它们的并购案就需受到中国相关部门的监管。</p><p>文 | 刘苏林 题 | 凌明 图 | 饶建宁 审 | 李泽钚</p></article></body></html>","source":"tencent","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>大手笔,英伟达2732亿收购英国芯片巨头!为何还需要中国批准?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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大手笔,英伟达2732亿收购英国芯片巨头!为何还需要中国批准?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-09-14 20:55 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202009142057077a193c23&s=b><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本文为「金十数据」原创文章,未经许可,禁止转载,违者必究。美国芯片巨头英伟达(NVIDIA)终于“官宣”对英国芯片设计商ARM的收购一事。当地时间9月13日,英伟达宣布同意以400亿美元(约2732亿元人民币)的价格从软银手中收购ARM,创下半导体史上最大规模的交易。此项交易影响巨大,其中一个原因是——与英伟达的交易将使ARM受制于一家美国公司,这也可能给中国芯片设计业务带来影响。但还有一个难以...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202009142057077a193c23&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202009142057077a193c23&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2067645784","content_text":"本文为「金十数据」原创文章,未经许可,禁止转载,违者必究。美国芯片巨头英伟达(NVIDIA)终于“官宣”对英国芯片设计商ARM的收购一事。当地时间9月13日,英伟达宣布同意以400亿美元(约2732亿元人民币)的价格从软银手中收购ARM,创下半导体史上最大规模的交易。此项交易影响巨大,其中一个原因是——与英伟达的交易将使ARM受制于一家美国公司,这也可能给中国芯片设计业务带来影响。但还有一个难以忽视的环节是,英伟达承认这笔收购案如今正等待中国市场的“通关卡”。英伟达2000亿收购ARM,或将影响中国芯片设计业务?根据英伟达的披露,由于此次收购规模之大,按照惯例,该笔交易需要得到英国、中国、美国和欧盟的监管批准。ARM是全球领先的芯片设计公司,其中包括大多数安卓手机和苹果iPhone手机中使用的高通芯片——此前苹果还计划将其Mac计算机从英特尔芯片转变为基于ARM的设计;而迄今为止,ARM的授权商已售出1800亿颗芯片。也正是基于ARM是半导体领域的超大玩家,英伟达的收购举动自一开始就引发了市场的集体关注。比如,英国国内不少声音就极力反对这笔交易——有英国议员敦促政府尽快介入,以保护英国“国家利益”;而包括《金融时报》等英国媒体也持明确的反对态度,称该交易一旦达成将给英国利益造成巨大的损害。另一方面,英伟达收购ARM对于中国科技行业来说,可能也将带来更加复杂的影响。根据2018年软银公布的数据,中国设计的高端芯片中,基于ARM技术的约有95%,而仅中国市场就贡献了ARM总销售额的20%。这就意味着,一旦ARM顺利被英伟达所收购,那其很多业务可能将受到美国长臂管辖的约束。未获批准,高通440亿收购案告吹!外企收购为何需要中国同意?就如英伟达所言,其对ARM的收购还需等待英国、中国、美国和欧盟的监管批准;换句话说,这笔并购案能否顺利达成,也取决于中国市场愿不愿意向英伟达发出“通关卡”。实际上,早在英伟达之前,就有一家美国芯片巨头因未能获得中国市场的同意,最终其收购案也只能以“失败”告终。2016年,高通宣布以440亿美元的价格收购荷兰半导体企业恩智浦;但在2018年,由于交易涉及反垄断,中国市场最终没有批准高通的这笔收购,这也意味着芯片行业史上最大的收购案彻底告吹;另据要约协议,如果高通终止要约,那其还需向恩智浦支付20亿美元的“分手费”。不过,美国芯片巨头也并非一直在碰壁。今年4月,我国就宣布有条件批准英伟达对以色列芯片设计企业迈络思(Mellanox echnologies Ltd)的收购,这意味着美以两大芯片企业69亿美元(约471亿元人民币)的收购案正式跨过最后一道关卡——此前欧盟、墨西哥等国已通过这一收购案。那么,美国巨头与其他国家企业的交易,为什么需要等待中国市场的批准呢?这与我国的反垄断法有关——如果两家公司在全球范围内的营业额超过100亿元人民币,无论是不是牵扯到中国企业,那相关收购案就将会被纳入中国有关部门的监管当中。换句话说,由于相关企业在中国市场拥有业务,因此它们的并购案就需受到中国相关部门的监管。文 | 刘苏林 题 | 凌明 图 | 饶建宁 审 | 李泽钚","news_type":1},"isVote":1,"tweetType":1,"viewCount":961,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":971199144,"gmtCreate":1598881119588,"gmtModify":1704220403508,"author":{"id":"241085184323274","authorId":"241085184323274","name":"RexC","avatar":"https://static.tigerbbs.com/9f41c30584a0f0000fc0507eee0d0ff1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"241085184323274","authorIdStr":"241085184323274"},"themes":[],"htmlText":"死啦死啦的","listText":"死啦死啦的","text":"死啦死啦的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/971199144","isVote":1,"tweetType":1,"viewCount":1015,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":971190854,"gmtCreate":1598881046278,"gmtModify":1704220402299,"author":{"id":"241085184323274","authorId":"241085184323274","name":"RexC","avatar":"https://static.tigerbbs.com/9f41c30584a0f0000fc0507eee0d0ff1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"241085184323274","authorIdStr":"241085184323274"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/971190854","repostId":"2063952204","repostType":2,"repost":{"id":"2063952204","pubTimestamp":1598618280,"share":"https://www.laohu8.com/m/news/2063952204?lang=&edition=full","pubTime":"2020-08-28 20:38","market":"us","language":"en","title":"SAExploration files for bankruptcy in Texas Court","url":"https://stock-news.laohu8.com/highlight/detail?id=2063952204","media":"Vandana Singh","summary":"SAExploration (OTC:SAEX) has filed for Chapter 11 in Texas Court, with a proposed plan of reorganiza","content":"<html><body><div><div>\n<p>SAExploration <span>(OTC:SAEX)</span> has filed for Chapter 11 in Texas Court, with a proposed plan of reorganization that would eliminate ~$74M of debt.</p>\n<p>The Plan contemplates the entry into a new first lien exit facility of $15M, refinancing of the existing credit facility with a new second lien exit facility of $20.5M, and elimination of $89M of an existing senior loan facility and the Convertible Notes, in exchange for new common stock.</p>\n<p>The Company has requested that the Bankruptcy Court approve the commencement of the Plan by September 16 and set October 19 as the voting date.</p>\n<p>Earlier in April, the company appointed Imperial Capital to explore alternatives for its capital structure.</p>\n<p>YTD shares have plunged ~80%.</p>\n<p><img src=\"https://static.seekingalpha.com/uploads/2020/8/28/saupload_1Annotation_2020-08-28_180703_thumb1.png\" width=\"100%\"/></p>\n</div><div><p><b>Click to subscribe to real-time analytics on SAEX</b></p></div><div><p>Now read: <b>Just Energy soars after earnings, approval of recapitalization plan »</b></p></div></div></body></html>","source":"seekingalpha","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>SAExploration files for bankruptcy in Texas Court</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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\">\nSAExploration files for bankruptcy in Texas Court\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-08-28 20:38 GMT+8 <a href=https://seekingalpha.com/news/3609726-saexploration-files-for-bankruptcy-in-texas-court><strong>Vandana Singh</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>SAExploration (OTC:SAEX) has filed for Chapter 11 in Texas Court, with a proposed plan of reorganization that would eliminate ~$74M of debt.\nThe Plan contemplates the entry into a new first lien exit ...</p>\n\n<a href=\"https://seekingalpha.com/news/3609726-saexploration-files-for-bankruptcy-in-texas-court\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"https://seekingalpha.com/news/3609726-saexploration-files-for-bankruptcy-in-texas-court","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2063952204","content_text":"SAExploration (OTC:SAEX) has filed for Chapter 11 in Texas Court, with a proposed plan of reorganization that would eliminate ~$74M of debt.\nThe Plan contemplates the entry into a new first lien exit facility of $15M, refinancing of the existing credit facility with a new second lien exit facility of $20.5M, and elimination of $89M of an existing senior loan facility and the Convertible Notes, in exchange for new common stock.\nThe Company has requested that the Bankruptcy Court approve the commencement of the Plan by September 16 and set October 19 as the voting date.\nEarlier in April, the company appointed Imperial Capital to explore alternatives for its capital structure.\nYTD shares have plunged ~80%.\n\nClick to subscribe to real-time analytics on SAEXNow read: Just Energy soars after earnings, approval of recapitalization plan »","news_type":1},"isVote":1,"tweetType":1,"viewCount":1377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":942071864,"gmtCreate":1596032669658,"gmtModify":1704210697953,"author":{"id":"241085184323274","authorId":"241085184323274","name":"RexC","avatar":"https://static.tigerbbs.com/9f41c30584a0f0000fc0507eee0d0ff1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"241085184323274","authorIdStr":"241085184323274"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SAEX\">$SAExploration Holdings Inc.(SAEX)$</a>有哪位告知一下,为什么SAEX显示后台在交易,但我等客户不能操作了?[呆住] ","listText":"<a 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","text":"这个评论都是各心怀鬼胎:持股的都想他涨,没有股的都想他跌![财迷] [开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343371497070896","repostId":"1148714216","repostType":2,"repost":{"id":"1148714216","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1724857518,"share":"https://www.laohu8.com/m/news/1148714216?lang=&edition=full","pubTime":"2024-08-28 23:05","market":"us","language":"zh","title":"英伟达跌幅扩大至近3%,分析师称其财报影响大于鲍威尔讲话","url":"https://stock-news.laohu8.com/highlight/detail?id=1148714216","media":"老虎资讯综合","summary":"本周三盘初,$英伟达$股价跌幅扩大至,截至发稿报124.63美元,跌幅2.8%:公司将于今日盘后公布第二季度财报,Ameriprise Financial策略师Anthony Saglimbene表示:英伟达财报实际上可能比美联储主席鲍威尔上周在杰克逊霍尔的讲话对整体市场的影响更大。根据高盛交易部门周一发布的报告,英伟达的盈利可能引发近 3000 亿美元的波动,该估计是基于最近的期权定价数据。","content":"<html><head></head><body><p>本周三(8月28日)盘初,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>股价跌幅扩大至,截至发稿报124.63美元,跌幅2.8%:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ff8b9d355f3a24a32f1714a43e361f8\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>公司将于今日盘后公布第二季度财报,Ameriprise Financial策略师Anthony Saglimbene表示:英伟达财报实际上可能比美联储主席鲍威尔上周在杰克逊霍尔的讲话对整体市场的影响更大。</p><p>此外,Wedbush分析师丹·艾夫指出,英伟达财报是华尔街多年来最重要的时刻之一,预计将出现“令人叫好的表现”。</p><p>晨星首席美国市场策略师戴夫•塞克拉则表示,如果英伟达的营收或净利润低于预期(我们认为这是不可能发生的),或者下个季度的业绩指引不够强劲,我们可能会看到英伟达和所有人工智能股票遭到抛售。</p><p>根据高盛交易部门周一发布的报告,<strong>英伟达的盈利可能引发近 3000 亿美元的波动,</strong>该估计是基于最近的期权定价数据。</p><p>高盛表示,无论是哪种情况,市值的潜在波动都相当于这家价值 3.17 万亿美元的芯片制造商的股价波动 9% 以上。</p><p>相关阅读:</p><p><a href=\"https://laohu8.com/NW/1114503258\" title=\"英伟达财报后需要回答很多问题,包括产品延迟、竞争和中国市场\" target=\"_blank\">英伟达财报后需要回答很多问题,包括产品延迟、竞争和中国市场</a></p><p><a href=\"https://laohu8.com/NW/2462435003\" title=\"整个华尔街屏息以待!英伟达将再度“大放异彩”?\" target=\"_blank\">整个华尔街屏息以待!英伟达将再度“大放异彩”?</a></p></body></html>","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>英伟达跌幅扩大至近3%,分析师称其财报影响大于鲍威尔讲话</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; 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8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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英伟达跌幅扩大至近3%,分析师称其财报影响大于鲍威尔讲话\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-08-28 23:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>本周三(8月28日)盘初,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>股价跌幅扩大至,截至发稿报124.63美元,跌幅2.8%:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ff8b9d355f3a24a32f1714a43e361f8\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>公司将于今日盘后公布第二季度财报,Ameriprise Financial策略师Anthony Saglimbene表示:英伟达财报实际上可能比美联储主席鲍威尔上周在杰克逊霍尔的讲话对整体市场的影响更大。</p><p>此外,Wedbush分析师丹·艾夫指出,英伟达财报是华尔街多年来最重要的时刻之一,预计将出现“令人叫好的表现”。</p><p>晨星首席美国市场策略师戴夫•塞克拉则表示,如果英伟达的营收或净利润低于预期(我们认为这是不可能发生的),或者下个季度的业绩指引不够强劲,我们可能会看到英伟达和所有人工智能股票遭到抛售。</p><p>根据高盛交易部门周一发布的报告,<strong>英伟达的盈利可能引发近 3000 亿美元的波动,</strong>该估计是基于最近的期权定价数据。</p><p>高盛表示,无论是哪种情况,市值的潜在波动都相当于这家价值 3.17 万亿美元的芯片制造商的股价波动 9% 以上。</p><p>相关阅读:</p><p><a href=\"https://laohu8.com/NW/1114503258\" title=\"英伟达财报后需要回答很多问题,包括产品延迟、竞争和中国市场\" target=\"_blank\">英伟达财报后需要回答很多问题,包括产品延迟、竞争和中国市场</a></p><p><a href=\"https://laohu8.com/NW/2462435003\" title=\"整个华尔街屏息以待!英伟达将再度“大放异彩”?\" target=\"_blank\">整个华尔街屏息以待!英伟达将再度“大放异彩”?</a></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148714216","content_text":"本周三(8月28日)盘初,英伟达股价跌幅扩大至,截至发稿报124.63美元,跌幅2.8%:公司将于今日盘后公布第二季度财报,Ameriprise Financial策略师Anthony Saglimbene表示:英伟达财报实际上可能比美联储主席鲍威尔上周在杰克逊霍尔的讲话对整体市场的影响更大。此外,Wedbush分析师丹·艾夫指出,英伟达财报是华尔街多年来最重要的时刻之一,预计将出现“令人叫好的表现”。晨星首席美国市场策略师戴夫•塞克拉则表示,如果英伟达的营收或净利润低于预期(我们认为这是不可能发生的),或者下个季度的业绩指引不够强劲,我们可能会看到英伟达和所有人工智能股票遭到抛售。根据高盛交易部门周一发布的报告,英伟达的盈利可能引发近 3000 亿美元的波动,该估计是基于最近的期权定价数据。高盛表示,无论是哪种情况,市值的潜在波动都相当于这家价值 3.17 万亿美元的芯片制造商的股价波动 9% 以上。相关阅读:英伟达财报后需要回答很多问题,包括产品延迟、竞争和中国市场整个华尔街屏息以待!英伟达将再度“大放异彩”?","news_type":1},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609867327,"gmtCreate":1638266084969,"gmtModify":1638266084969,"author":{"id":"241085184323274","authorId":"241085184323274","name":"RexC","avatar":"https://static.tigerbbs.com/9f41c30584a0f0000fc0507eee0d0ff1","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"241085184323274","authorIdStr":"241085184323274"},"themes":[],"htmlText":"股票下跌惨不忍睹,这业绩不会是假的吧!?否则为什么要把股东们赶尽杀绝呢? 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