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Yuan_
2021-11-01
$特斯拉(TSLA)$
感谢 马总
Yuan_
2021-06-09
$苹果(AAPL)$
[无语]
Yuan_
2021-04-29
这篇文章不错,转发给大家看看
@扑克投资家:伊朗没有盟友
Yuan_
2021-04-29
这篇文章不错,转发给大家看看
@蜗伦韭菲特:TSM - 未来10年最具确定性的公司之一
Yuan_
2021-01-08
$特斯拉(TSLA)$
人生第一次!
Yuan_
2020-08-25
这篇文章不错,转发给大家看看
抱歉,原内容已删除
Yuan_
2018-03-13
$Spherix Incorporated(SPEX)$ 这什么情况
Yuan_
2017-06-24
期权
$京东(JD)$ 谁能告诉我 为什么我不能买期权 系统自动撤单了 什么鬼?
期权
去老虎APP查看更多动态
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","text":"$苹果(AAPL)$[无语]","images":[{"img":"https://static.tigerbbs.com/1a5c180a6d5a9bcde71bc08e7500e15d","width":"1284","height":"2457"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/180595371","isVote":1,"tweetType":1,"viewCount":642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":109380304,"gmtCreate":1619664408808,"gmtModify":1619664408808,"author":{"id":"3459734834117913","authorId":"3459734834117913","name":"Yuan_","avatar":"https://static.tigerbbs.com/bcd27915fa48d4245ddc922645c158e0","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/109380304","repostId":"346086127","repostType":1,"repost":{"id":346086127,"gmtCreate":1617969600000,"gmtModify":1705754358291,"author":{"id":"3524105581449289","authorId":"3524105581449289","name":"扑克投资家","avatar":"https://static.tigerbbs.com/ca993284400c72bf022739f5328f46cf","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"伊朗没有盟友","htmlText":"作 者 | 冯夷 来 源 | 扑克财经 昨天晚上,也就是美国东部时间7号白天,美国国务院发言人普莱斯说,准备取消“有悖于2015年伊朗核问题全面协议”的对伊制裁措施,以恢复遵守伊核协议。 近些年,“伊朗问题”可谓是国际地缘政治中的头号“网红”:不管是伊朗扶持势力胡赛武装的无人机低空突袭沙特最大油田加瓦尔油田导致油价暴涨20%,或是特朗普授权美军中央司令员猎杀伊朗军方2号人物圣城旅旅长苏莱曼尼,差一步让中东走到战争边缘。伊朗和美国的冲突,也几乎蔓延到中东的所有角落,如果把时间调回到大小布什时代,我们毫无怀疑双方有可能会爆发一场规模不可控的地面冲突。 伴随特朗普的下台,中国开始更多的介入伊朗问题,3月底王毅外长和伊朗签署了规模4000亿美元的“25年全面合作协议”,让外界大跌一地眼镜,伊朗在中文网络中也一跃成为中国的“传统盟友”,隐约有成为下一个巴铁的趋势。 那么我们应该如何理解伊朗问题? 高原和低地的博弈 在15世纪拜占庭帝国灭亡、奥斯曼帝国崛起前,中东的政治和经济中心,始终在两个地方轮换:巴格达(巴比伦)和波斯高原,下面是中东的地形环境: 水草丰美、适应人居住的地方,整个中东只有两块,两河流域和伊朗高原。两河流域的问题在于,四战之地无险可守,所以在公元前4世纪被波斯人征服,成为横跨欧亚的波斯帝国的富庶核心,波斯帝国的首都顺势迁移到了气候环境更加优美的巴格达和泰西封(巴格达附近)。 公元7世纪,来自阿拉伯半岛的贝都因人因伊斯兰教乘势而起,建立了空前强盛的阿拉伯帝国,东拒中国、西抗罗马,南下埃及掠夺了大笔财富,中东在文化和军事上登上顶峰。 但好景不长,中东的核心问题,在于整个伊朗高原文化(沿袭自古老的波斯帝国)和杂糅东西方文化的低地文化(受基督教和埃及影响很大)的格格不入;在地形上,伊朗高原对低地地区居高临下(伊朗骑兵拍马即到巴格达)","listText":"作 者 | 冯夷 来 源 | 扑克财经 昨天晚上,也就是美国东部时间7号白天,美国国务院发言人普莱斯说,准备取消“有悖于2015年伊朗核问题全面协议”的对伊制裁措施,以恢复遵守伊核协议。 近些年,“伊朗问题”可谓是国际地缘政治中的头号“网红”:不管是伊朗扶持势力胡赛武装的无人机低空突袭沙特最大油田加瓦尔油田导致油价暴涨20%,或是特朗普授权美军中央司令员猎杀伊朗军方2号人物圣城旅旅长苏莱曼尼,差一步让中东走到战争边缘。伊朗和美国的冲突,也几乎蔓延到中东的所有角落,如果把时间调回到大小布什时代,我们毫无怀疑双方有可能会爆发一场规模不可控的地面冲突。 伴随特朗普的下台,中国开始更多的介入伊朗问题,3月底王毅外长和伊朗签署了规模4000亿美元的“25年全面合作协议”,让外界大跌一地眼镜,伊朗在中文网络中也一跃成为中国的“传统盟友”,隐约有成为下一个巴铁的趋势。 那么我们应该如何理解伊朗问题? 高原和低地的博弈 在15世纪拜占庭帝国灭亡、奥斯曼帝国崛起前,中东的政治和经济中心,始终在两个地方轮换:巴格达(巴比伦)和波斯高原,下面是中东的地形环境: 水草丰美、适应人居住的地方,整个中东只有两块,两河流域和伊朗高原。两河流域的问题在于,四战之地无险可守,所以在公元前4世纪被波斯人征服,成为横跨欧亚的波斯帝国的富庶核心,波斯帝国的首都顺势迁移到了气候环境更加优美的巴格达和泰西封(巴格达附近)。 公元7世纪,来自阿拉伯半岛的贝都因人因伊斯兰教乘势而起,建立了空前强盛的阿拉伯帝国,东拒中国、西抗罗马,南下埃及掠夺了大笔财富,中东在文化和军事上登上顶峰。 但好景不长,中东的核心问题,在于整个伊朗高原文化(沿袭自古老的波斯帝国)和杂糅东西方文化的低地文化(受基督教和埃及影响很大)的格格不入;在地形上,伊朗高原对低地地区居高临下(伊朗骑兵拍马即到巴格达)","text":"作 者 | 冯夷 来 源 | 扑克财经 昨天晚上,也就是美国东部时间7号白天,美国国务院发言人普莱斯说,准备取消“有悖于2015年伊朗核问题全面协议”的对伊制裁措施,以恢复遵守伊核协议。 近些年,“伊朗问题”可谓是国际地缘政治中的头号“网红”:不管是伊朗扶持势力胡赛武装的无人机低空突袭沙特最大油田加瓦尔油田导致油价暴涨20%,或是特朗普授权美军中央司令员猎杀伊朗军方2号人物圣城旅旅长苏莱曼尼,差一步让中东走到战争边缘。伊朗和美国的冲突,也几乎蔓延到中东的所有角落,如果把时间调回到大小布什时代,我们毫无怀疑双方有可能会爆发一场规模不可控的地面冲突。 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者 | 冯夷 来 源 | 扑克财经 昨天晚上,也就是美国东部时间7号白天,美国国务院发言人普莱斯说,准备取消“有悖于2015年伊朗核问题全面协议”的对伊制裁措施,以恢复遵守伊核协议。 近些年,“伊朗问题”可谓是国际地缘政治中的头号“网红”:不管是伊朗扶持势力胡赛武装的无人机低空突袭沙特最大油田加瓦尔油田导致油价暴涨20%,或是特朗普授权美军中央司令员猎杀伊朗军方2号人物圣城旅旅长苏莱曼尼,差一步让中东走到战争边缘。伊朗和美国的冲突,也几乎蔓延到中东的所有角落,如果把时间调回到大小布什时代,我们毫无怀疑双方有可能会爆发一场规模不可控的地面冲突。 伴随特朗普的下台,中国开始更多的介入伊朗问题,3月底王毅外长和伊朗签署了规模4000亿美元的“25年全面合作协议”,让外界大跌一地眼镜,伊朗在中文网络中也一跃成为中国的“传统盟友”,隐约有成为下一个巴铁的趋势。 那么我们应该如何理解伊朗问题? 高原和低地的博弈 在15世纪拜占庭帝国灭亡、奥斯曼帝国崛起前,中东的政治和经济中心,始终在两个地方轮换:巴格达(巴比伦)和波斯高原,下面是中东的地形环境: 水草丰美、适应人居住的地方,整个中东只有两块,两河流域和伊朗高原。两河流域的问题在于,四战之地无险可守,所以在公元前4世纪被波斯人征服,成为横跨欧亚的波斯帝国的富庶核心,波斯帝国的首都顺势迁移到了气候环境更加优美的巴格达和泰西封(巴格达附近)。 公元7世纪,来自阿拉伯半岛的贝都因人因伊斯兰教乘势而起,建立了空前强盛的阿拉伯帝国,东拒中国、西抗罗马,南下埃及掠夺了大笔财富,中东在文化和军事上登上顶峰。 但好景不长,中东的核心问题,在于整个伊朗高原文化(沿袭自古老的波斯帝国)和杂糅东西方文化的低地文化(受基督教和埃及影响很大)的格格不入;在地形上,伊朗高原对低地地区居高临下(伊朗骑兵拍马即到巴格达)","listText":"作 者 | 冯夷 来 源 | 扑克财经 昨天晚上,也就是美国东部时间7号白天,美国国务院发言人普莱斯说,准备取消“有悖于2015年伊朗核问题全面协议”的对伊制裁措施,以恢复遵守伊核协议。 近些年,“伊朗问题”可谓是国际地缘政治中的头号“网红”:不管是伊朗扶持势力胡赛武装的无人机低空突袭沙特最大油田加瓦尔油田导致油价暴涨20%,或是特朗普授权美军中央司令员猎杀伊朗军方2号人物圣城旅旅长苏莱曼尼,差一步让中东走到战争边缘。伊朗和美国的冲突,也几乎蔓延到中东的所有角落,如果把时间调回到大小布什时代,我们毫无怀疑双方有可能会爆发一场规模不可控的地面冲突。 伴随特朗普的下台,中国开始更多的介入伊朗问题,3月底王毅外长和伊朗签署了规模4000亿美元的“25年全面合作协议”,让外界大跌一地眼镜,伊朗在中文网络中也一跃成为中国的“传统盟友”,隐约有成为下一个巴铁的趋势。 那么我们应该如何理解伊朗问题? 高原和低地的博弈 在15世纪拜占庭帝国灭亡、奥斯曼帝国崛起前,中东的政治和经济中心,始终在两个地方轮换:巴格达(巴比伦)和波斯高原,下面是中东的地形环境: 水草丰美、适应人居住的地方,整个中东只有两块,两河流域和伊朗高原。两河流域的问题在于,四战之地无险可守,所以在公元前4世纪被波斯人征服,成为横跨欧亚的波斯帝国的富庶核心,波斯帝国的首都顺势迁移到了气候环境更加优美的巴格达和泰西封(巴格达附近)。 公元7世纪,来自阿拉伯半岛的贝都因人因伊斯兰教乘势而起,建立了空前强盛的阿拉伯帝国,东拒中国、西抗罗马,南下埃及掠夺了大笔财富,中东在文化和军事上登上顶峰。 但好景不长,中东的核心问题,在于整个伊朗高原文化(沿袭自古老的波斯帝国)和杂糅东西方文化的低地文化(受基督教和埃及影响很大)的格格不入;在地形上,伊朗高原对低地地区居高临下(伊朗骑兵拍马即到巴格达)","text":"作 者 | 冯夷 来 源 | 扑克财经 昨天晚上,也就是美国东部时间7号白天,美国国务院发言人普莱斯说,准备取消“有悖于2015年伊朗核问题全面协议”的对伊制裁措施,以恢复遵守伊核协议。 近些年,“伊朗问题”可谓是国际地缘政治中的头号“网红”:不管是伊朗扶持势力胡赛武装的无人机低空突袭沙特最大油田加瓦尔油田导致油价暴涨20%,或是特朗普授权美军中央司令员猎杀伊朗军方2号人物圣城旅旅长苏莱曼尼,差一步让中东走到战争边缘。伊朗和美国的冲突,也几乎蔓延到中东的所有角落,如果把时间调回到大小布什时代,我们毫无怀疑双方有可能会爆发一场规模不可控的地面冲突。 伴随特朗普的下台,中国开始更多的介入伊朗问题,3月底王毅外长和伊朗签署了规模4000亿美元的“25年全面合作协议”,让外界大跌一地眼镜,伊朗在中文网络中也一跃成为中国的“传统盟友”,隐约有成为下一个巴铁的趋势。 那么我们应该如何理解伊朗问题? 高原和低地的博弈 在15世纪拜占庭帝国灭亡、奥斯曼帝国崛起前,中东的政治和经济中心,始终在两个地方轮换:巴格达(巴比伦)和波斯高原,下面是中东的地形环境: 水草丰美、适应人居住的地方,整个中东只有两块,两河流域和伊朗高原。两河流域的问题在于,四战之地无险可守,所以在公元前4世纪被波斯人征服,成为横跨欧亚的波斯帝国的富庶核心,波斯帝国的首都顺势迁移到了气候环境更加优美的巴格达和泰西封(巴格达附近)。 公元7世纪,来自阿拉伯半岛的贝都因人因伊斯兰教乘势而起,建立了空前强盛的阿拉伯帝国,东拒中国、西抗罗马,南下埃及掠夺了大笔财富,中东在文化和军事上登上顶峰。 但好景不长,中东的核心问题,在于整个伊朗高原文化(沿袭自古老的波斯帝国)和杂糅东西方文化的低地文化(受基督教和埃及影响很大)的格格不入;在地形上,伊朗高原对低地地区居高临下(伊朗骑兵拍马即到巴格达)","images":[{"img":"https://static.tigerbbs.com/2dd337cf3bbd47d592ea401de79d1bb5","width":"83","height":"83"},{"img":"https://static.tigerbbs.com/efb0c299410a40f2a441ea3944d663a5","width":"972","height":"641"},{"img":"https://static.tigerbbs.com/84db059ae2ad4d38ac917216e1f85a74","width":"83","height":"83"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346086127","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":12,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":109317473,"gmtCreate":1619664385592,"gmtModify":1619664385592,"author":{"id":"3459734834117913","authorId":"3459734834117913","name":"Yuan_","avatar":"https://static.tigerbbs.com/bcd27915fa48d4245ddc922645c158e0","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/109317473","repostId":"343747551","repostType":1,"repost":{"id":343747551,"gmtCreate":1617758405573,"gmtModify":1617929455923,"author":{"id":"3541144894175570","authorId":"3541144894175570","name":"蜗伦韭菲特","avatar":"https://static.tigerbbs.com/aa485e1aa0bdf531752f9ebdd7a24093","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"TSM - 未来10年最具确定性的公司之一","htmlText":"注意:本文只讨论高端制程,对于中低端市场不做涉及如果我问你美股市值前10的公司都有哪些,属于什么行业,我想大多数人会知道AAPL,FB,AMZN,GOOG,MSFT,还有一些人会知道TSLA和BABA也已经跻身前10,这些都是过去几年里最耀眼的大科技股,他们的存在每时每刻都在改变着这个世界。但可能很多人不知道,在前10的列表里有一只制造业的公司,它的市值在2020年翻了一倍,并慢慢的超越BABA来到美股市值第8位,它就是台积电TSM。半导体行业概览半导体行业简单的可以分为三个类别 上流供应商 - 光刻机生产商ASML 芯片设计 - AMD,QCOM,AAPL,MSFT,INTC,三星 芯片制造 - TSM,INTC,三星 处于顶层的ASML生产光刻机,一年产量:40台。芯片制造公司要采购足够的光刻机来基于芯片设计公司的方案生产半导体。这就构成了半导体行业的一整条行业链。TSM - 代工的王者TSM本质上是一家代工企业,很多人听到代工就会联想到小作坊生产低端产品来占有市场。但TSM不是这样,它可以说是半导体代工的王者,它占据了这一行业超过50%的份额,位于第2位的三星不到20%。芯片制造行业属于高精尖行业,一般企业是无法随意涉足的,那TSM在这一行业的优势有哪些呢? 1.对上游的控制 从前文可以看到,生产光刻机的ASML一年产量只有40台,芯片制造企业为了扩大产能必须去购买光刻机。而TSM恰恰也是ASML的股东之一,可以比其他对手更容易拿到机器。当然三星和INTC也是ASML的股东,可以说这40台机器几乎都被这些公司瓜分,其他公司机会很渺茫,简单的讲芯片制造行业已经被这三家头部企业从源头把控。 2.技术顶尖 TSM在2020年就完成了5nm的量产,并且讲大部分产能释放给AAPL,并预计在2022年下半年就可以量产3nm,并且3nm芯片产能的80%已经被AAPL收入囊","listText":"注意:本文只讨论高端制程,对于中低端市场不做涉及如果我问你美股市值前10的公司都有哪些,属于什么行业,我想大多数人会知道AAPL,FB,AMZN,GOOG,MSFT,还有一些人会知道TSLA和BABA也已经跻身前10,这些都是过去几年里最耀眼的大科技股,他们的存在每时每刻都在改变着这个世界。但可能很多人不知道,在前10的列表里有一只制造业的公司,它的市值在2020年翻了一倍,并慢慢的超越BABA来到美股市值第8位,它就是台积电TSM。半导体行业概览半导体行业简单的可以分为三个类别 上流供应商 - 光刻机生产商ASML 芯片设计 - AMD,QCOM,AAPL,MSFT,INTC,三星 芯片制造 - TSM,INTC,三星 处于顶层的ASML生产光刻机,一年产量:40台。芯片制造公司要采购足够的光刻机来基于芯片设计公司的方案生产半导体。这就构成了半导体行业的一整条行业链。TSM - 代工的王者TSM本质上是一家代工企业,很多人听到代工就会联想到小作坊生产低端产品来占有市场。但TSM不是这样,它可以说是半导体代工的王者,它占据了这一行业超过50%的份额,位于第2位的三星不到20%。芯片制造行业属于高精尖行业,一般企业是无法随意涉足的,那TSM在这一行业的优势有哪些呢? 1.对上游的控制 从前文可以看到,生产光刻机的ASML一年产量只有40台,芯片制造企业为了扩大产能必须去购买光刻机。而TSM恰恰也是ASML的股东之一,可以比其他对手更容易拿到机器。当然三星和INTC也是ASML的股东,可以说这40台机器几乎都被这些公司瓜分,其他公司机会很渺茫,简单的讲芯片制造行业已经被这三家头部企业从源头把控。 2.技术顶尖 TSM在2020年就完成了5nm的量产,并且讲大部分产能释放给AAPL,并预计在2022年下半年就可以量产3nm,并且3nm芯片产能的80%已经被AAPL收入囊","text":"注意:本文只讨论高端制程,对于中低端市场不做涉及如果我问你美股市值前10的公司都有哪些,属于什么行业,我想大多数人会知道AAPL,FB,AMZN,GOOG,MSFT,还有一些人会知道TSLA和BABA也已经跻身前10,这些都是过去几年里最耀眼的大科技股,他们的存在每时每刻都在改变着这个世界。但可能很多人不知道,在前10的列表里有一只制造业的公司,它的市值在2020年翻了一倍,并慢慢的超越BABA来到美股市值第8位,它就是台积电TSM。半导体行业概览半导体行业简单的可以分为三个类别 上流供应商 - 光刻机生产商ASML 芯片设计 - AMD,QCOM,AAPL,MSFT,INTC,三星 芯片制造 - TSM,INTC,三星 处于顶层的ASML生产光刻机,一年产量:40台。芯片制造公司要采购足够的光刻机来基于芯片设计公司的方案生产半导体。这就构成了半导体行业的一整条行业链。TSM - 代工的王者TSM本质上是一家代工企业,很多人听到代工就会联想到小作坊生产低端产品来占有市场。但TSM不是这样,它可以说是半导体代工的王者,它占据了这一行业超过50%的份额,位于第2位的三星不到20%。芯片制造行业属于高精尖行业,一般企业是无法随意涉足的,那TSM在这一行业的优势有哪些呢? 1.对上游的控制 从前文可以看到,生产光刻机的ASML一年产量只有40台,芯片制造企业为了扩大产能必须去购买光刻机。而TSM恰恰也是ASML的股东之一,可以比其他对手更容易拿到机器。当然三星和INTC也是ASML的股东,可以说这40台机器几乎都被这些公司瓜分,其他公司机会很渺茫,简单的讲芯片制造行业已经被这三家头部企业从源头把控。 2.技术顶尖 TSM在2020年就完成了5nm的量产,并且讲大部分产能释放给AAPL,并预计在2022年下半年就可以量产3nm,并且3nm芯片产能的80%已经被AAPL收入囊","images":[{"img":"https://static.tigerbbs.com/2c0f157f3bee70fe661c0e70cdaa9c6a","width":"688","height":"621"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343747551","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":879,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":979574928,"gmtCreate":1598311755364,"gmtModify":1704218300564,"author":{"id":"3459734834117913","authorId":"3459734834117913","name":"Yuan_","avatar":"https://static.tigerbbs.com/bcd27915fa48d4245ddc922645c158e0","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/979574928","repostId":"979526307","repostType":1,"isVote":1,"tweetType":1,"viewCount":738,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":166433,"gmtCreate":1520948496101,"gmtModify":1704890202072,"author":{"id":"3459734834117913","authorId":"3459734834117913","name":"Yuan_","avatar":"https://static.tigerbbs.com/bcd27915fa48d4245ddc922645c158e0","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"$Spherix 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