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冯小豪

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2022-10-28

$阿里巴巴(BABA)$明明可以抢钱，他竟然还送了你一股股票

2021-01-12

大客户高通单子都给台积电了，三星就算14nm制程拿了些单子有什么用？小编以偏概全

抱歉，原内容已删除

2020-08-16

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2020-08-08

$苹果(AAPL)$个人觉得是正常回调，微信影响不大，特朗普禁的是wechat，不影响国内。说句理性分析的话，华为刚宣布手机芯片不够了，反倒是长期是利好苹果的。退一步，如果以后国内微信要被封，苹果安卓都要封，换啥都不好使，除非大家都用华为的鸿蒙系统。

2020-01-15

这篇文章不错，转发给大家看看

@猛兽财经网:持有波音股票的投资者在2020年需要知道的3件重要事情

2019-05-02

$新氧(SY)$ 才中50股。。

2019-04-17

$老虎证券(TIGR)$ 直播跳水

2019-04-12

$老虎证券(TIGR)$ 今天大盘感觉很稳，只是涨多涨少的区别

2019-04-10

$老虎证券(TIGR)$卖出这么多，为什么还涨[疑问]

2019-04-09

$小米集团-W(01810)$ 垃圾中的战斗机

2019-03-29

$拼多多(PDD)$ 拼单买了，拼着买更便宜

2019-03-28

$蔚来(NIO)$ 蔚来是咋回事啊，能来个老哥说一下吗？好久没关注了

2019-03-28

$老虎证券(TIGR)$ 大佬们怎么看$如涵控股(RUHN)$ 打新嘛

2019-03-20

#和老虎的故事# 首先庆祝老虎纳斯达克顺利敲钟！接触老虎证券也快两年了，从刚开始懵懵懂懂，到现在也算是学习到了很多知识。感谢老虎提供这样一个平台，能让我们这些小白也能从0开始学习。老虎社区，股票学院，每个公司下面的新闻整理收集，财报数据等等，很方便，也很详细，非常适合小白。今天老虎上市也有幸中了300股，希望各位中签的兄弟姐妹们2019年在老虎发大财$老虎证券(TIGR)$ 😘😘😘

去老虎APP查看更多动态

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17:18","market":"us","language":"zh","title":"断供的后果出现了！新正式消息传来，台积电也没跑了","url":"https://stock-news.laohu8.com/highlight/detail?id=2102996384","media":"老王哥","summary":"但如今看来，台积电刘德音太过于自信，因为新消息正式传来，断供的后果出现了，台积电也没跑了。首先，台积电全年营收没有到达预期。最新的消息称，台积电12月份营收为41.亿美元，环比下降 6%，同比增长 13.6%。据悉，台积电先是宣布在美国投资120亿美元建设5nm芯片的生产线，随后有消息称，台积电将会在日本建设先进的封测厂。最后，三星向台积电全面开火。新正式消息传来，台积电也没跑了。","content":"<html><body><article><p>在芯片技术方面，美国掌握了大量的技术和专利，即便是ASML、<a href=\"https://laohu8.com/S/TSM\">台积电</a>等这样的半导体巨头，也采用了不少美国技术。</p><p>也正是因为如此，美国才能“挟技术以令众多半导体芯片企业”，在没有许可的情况下，均不能自由<span>出货</span>。</p><p>对于美国修改规则，华为余承东则表示，美国一旦打开<a href=\"https://laohu8.com/S/0NQC.UK\">潘多拉</a>魔盒，全球产业链都将受到损失。</p><p>一方面是因为芯片产业全球化已经形成，任何一个环节出现问题，整个产业都会受到影响；另外一方面是华为需求巨大，毕竟华为每年的营收都高达万亿元左右。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210111172651668v173qrh42ynjubl\"/><p>意外的是，台积电刘德音却表示，美国修改规则，虽然导致台积电失去了超360亿元的订单，但这不会给台积电带来影响，因为空出的产能有其它厂商的订单填补。</p><p>还有就是，台积电还发布消息称，空出来的产能基本上瓜分完毕，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>是5nm芯片的最大客户，而<a href=\"https://laohu8.com/S/AMD\">AMD</a>则是7nm芯片的最大客户，2021年的产能也被预定空了。</p><p>但如今看来，台积电刘德音太过于自信，因为新消息正式传来，断供的后果出现了，台积电也没跑了。情况是这样的。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210111172652696v173zb7ezg5ccc2\"/><p>首先，台积电全年营收没有到达预期。</p><p>据悉，之前台积电曾放出消息称，2020年的营收预计将达到454.2亿美元，较2019年的346.68亿美元增加107.52亿美元，同比增长率将达到31%。</p><p>但台积电的实际营收并没有这么高。</p><p>最新的消息称，台积电12月份营收为41.亿美元，环比下降 6%，同比增长 13.6%。</p><p>另外，台积电全年营收为1.34万亿新台币，同比增长25.2%，与预期的同比增长31%，还有与一段差距的。</p><p>最主要的是，台积电在9月中旬不能自由出货后，其营收都在环比下跌。</p><p>数据显示，台积电9月的营收创下新高，约为45.6亿美元，而10月份、11月份、12月份的营收分别是41.78美元 、44.6亿美元、41亿美元。</p><p>也就是说，相比9月份的营收，从10月份开始，台积电的营收都在下滑，这也是在失去华为订单后。</p><p>据了解，美国修改规则后，就有机构表示，对台积电的影响将会在2020年第四季度和2021年第一季度出现，如今看来，果然如此。</p><p>其次，台积电先后在美国、日本建厂。</p><p>据悉，无论是美国还是日本都曾邀请台积电建厂，台积电都明确表示拒绝了，但美国修改规则后，台积电的态度却180度大转弯。</p><p>据悉，台积电先是宣布在美国投资120亿美元建设5nm芯片的生产线，随后有消息称，台积电将会在日本建设先进的封测厂。</p><p>据了解，台积电在美国建厂，是为了许可，也是为了美国企业的订单；在日本建厂，则是为了完整的产业链，毕竟日本的封测技术领先。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210111172655687v1738e3ka8cwfbl\"/><p>但台积电建厂的最终目的都是为了营收，如果断供对台积电没有影响的话，其又何必出尔反尔，先后在美国、日本建厂保证营收呢。</p><p>最后，<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>向台积电全面开火。</p><p>三星与台积电虽然都是芯片制造企业，但两者的竞争并不激烈，因为三星没有全面开放晶圆代工，仅代工苹果、<a href=\"https://laohu8.com/S/QCOM\">高通</a>以及自家芯片等。</p><p>但在美国修改规则后，三星已经正式宣布，向全球芯片企业开放晶圆代工业务，为了提高产能和良品率，三星李在镕更是亲自前往ASML，协商购买更多EUV光刻机。</p><p>在这样的情况下，必然会有大量的订单流向三星，而三星已经发布消息称，14nm等以上的芯片订单已经超过了预期。</p><p>可以说，这也断供对台积电带来的影响，如果没有断供，三星或许就不会这么做了。</p><p>也正是因为如此，才说断供的后果出现了！新正式消息传来，台积电也没跑了。对此你们怎么看，欢迎留言、点赞、分享。</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>断供的后果出现了！新正式消息传来，台积电也没跑了</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断供的后果出现了！新正式消息传来，台积电也没跑了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-11 17:18 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210111172657798adade&s=b><strong>老王哥</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在芯片技术方面，美国掌握了大量的技术和专利，即便是ASML、台积电等这样的半导体巨头，也采用了不少美国技术。也正是因为如此，美国才能“挟技术以令众多半导体芯片企业”，在没有许可的情况下，均不能自由出货。对于美国修改规则，华为余承东则表示，美国一旦打开潘多拉魔盒，全球产业链都将受到损失。一方面是因为芯片产业全球化已经形成，任何一个环节出现问题，整个产业都会受到影响；另外一方面是华为需求巨大，毕竟华为...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210111172657798adade&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/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"03145":"华夏亚洲高息股","EWT":"台湾ETF-iShares MSCI","TSM":"台积电"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210111172657798adade&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2102996384","content_text":"在芯片技术方面，美国掌握了大量的技术和专利，即便是ASML、台积电等这样的半导体巨头，也采用了不少美国技术。也正是因为如此，美国才能“挟技术以令众多半导体芯片企业”，在没有许可的情况下，均不能自由出货。对于美国修改规则，华为余承东则表示，美国一旦打开潘多拉魔盒，全球产业链都将受到损失。一方面是因为芯片产业全球化已经形成，任何一个环节出现问题，整个产业都会受到影响；另外一方面是华为需求巨大，毕竟华为每年的营收都高达万亿元左右。意外的是，台积电刘德音却表示，美国修改规则，虽然导致台积电失去了超360亿元的订单，但这不会给台积电带来影响，因为空出的产能有其它厂商的订单填补。还有就是，台积电还发布消息称，空出来的产能基本上瓜分完毕，苹果是5nm芯片的最大客户，而AMD则是7nm芯片的最大客户，2021年的产能也被预定空了。但如今看来，台积电刘德音太过于自信，因为新消息正式传来，断供的后果出现了，台积电也没跑了。情况是这样的。首先，台积电全年营收没有到达预期。据悉，之前台积电曾放出消息称，2020年的营收预计将达到454.2亿美元，较2019年的346.68亿美元增加107.52亿美元，同比增长率将达到31%。但台积电的实际营收并没有这么高。最新的消息称，台积电12月份营收为41.亿美元，环比下降 6%，同比增长 13.6%。另外，台积电全年营收为1.34万亿新台币，同比增长25.2%，与预期的同比增长31%，还有与一段差距的。最主要的是，台积电在9月中旬不能自由出货后，其营收都在环比下跌。数据显示，台积电9月的营收创下新高，约为45.6亿美元，而10月份、11月份、12月份的营收分别是41.78美元 、44.6亿美元、41亿美元。也就是说，相比9月份的营收，从10月份开始，台积电的营收都在下滑，这也是在失去华为订单后。据了解，美国修改规则后，就有机构表示，对台积电的影响将会在2020年第四季度和2021年第一季度出现，如今看来，果然如此。其次，台积电先后在美国、日本建厂。据悉，无论是美国还是日本都曾邀请台积电建厂，台积电都明确表示拒绝了，但美国修改规则后，台积电的态度却180度大转弯。据悉，台积电先是宣布在美国投资120亿美元建设5nm芯片的生产线，随后有消息称，台积电将会在日本建设先进的封测厂。据了解，台积电在美国建厂，是为了许可，也是为了美国企业的订单；在日本建厂，则是为了完整的产业链，毕竟日本的封测技术领先。但台积电建厂的最终目的都是为了营收，如果断供对台积电没有影响的话，其又何必出尔反尔，先后在美国、日本建厂保证营收呢。最后，三星向台积电全面开火。三星与台积电虽然都是芯片制造企业，但两者的竞争并不激烈，因为三星没有全面开放晶圆代工，仅代工苹果、高通以及自家芯片等。但在美国修改规则后，三星已经正式宣布，向全球芯片企业开放晶圆代工业务，为了提高产能和良品率，三星李在镕更是亲自前往ASML，协商购买更多EUV光刻机。在这样的情况下，必然会有大量的订单流向三星，而三星已经发布消息称，14nm等以上的芯片订单已经超过了预期。可以说，这也断供对台积电带来的影响，如果没有断供，三星或许就不会这么做了。也正是因为如此，才说断供的后果出现了！新正式消息传来，台积电也没跑了。对此你们怎么看，欢迎留言、点赞、分享。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2088,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449599,"gmtCreate":1553872109129,"gmtModify":1704795701100,"author":{"id":"3461626062881428","authorId":"3461626062881428","name":"冯小豪","avatar":"https://static.tigerbbs.com/63ed6cc13ad4227b91a4aea72cb94761","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3461626062881428","authorIdStr":"3461626062881428"},"themes":[],"htmlText":"$拼多多(PDD)$ 拼单买了，拼着买更便宜","listText":"$拼多多(PDD)$ 拼单买了，拼着买更便宜","text":"$拼多多(PDD)$ 拼单买了，拼着买更便宜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449599","isVote":1,"tweetType":1,"viewCount":364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":970079741,"gmtCreate":1597578098983,"gmtModify":1704216028078,"author":{"id":"3461626062881428","authorId":"3461626062881428","name":"冯小豪","avatar":"https://static.tigerbbs.com/63ed6cc13ad4227b91a4aea72cb94761","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3461626062881428","authorIdStr":"3461626062881428"},"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/970079741","repostId":"1142070799","repostType":2,"repost":{"id":"1142070799","kind":"news","pubTimestamp":1597454355,"share":"https://www.laohu8.com/m/news/1142070799?lang=&edition=full","pubTime":"2020-08-15 09:19","market":"us","language":"zh","title":"巴菲加码黄金股，索罗斯大举扫货，桥水加仓中国(名单)","url":"https://stock-news.laohu8.com/highlight/detail?id=1142070799","media":"证券时报网","summary":"美东时间周五，美股三大股指涨跌不一，道指微涨，纳指、标普微跌。本周来看，三大股指均录得涨幅。\n欧股方面，主要股指普跌，截至收盘，英国富时100指数跌1.55%；法国CAC40指数跌1.58%；德国DA","content":"<div>\n<p>美东时间周五，美股三大股指涨跌不一，道指微涨，纳指、标普微跌。本周来看，三大股指均录得涨幅。\n欧股方面，主要股指普跌，截至收盘，英国富时100指数跌1.55%；法国CAC40指数跌1.58%；德国DAX30指数跌0.71%。\n\n消息面上，伯克希尔哈撒韦周五提交二季度13F报告显示，二季度建仓巴里克黄金；减持摩根大通、富国银行、万事达、Visa、PNC金融、M&T Bank、纽约梅隆银行；增持克罗格...</p>\n\n<a href=\"https://finance.sina.com.cn/money/fund/jjcc/2020-08-15/doc-iivhvpwy1134609.shtml\">Web Link</a>\n\n</div>\n","source":"zqsbw","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>巴菲加码黄金股，索罗斯大举扫货，桥水加仓中国(名单)</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巴菲加码黄金股，索罗斯大举扫货，桥水加仓中国(名单)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-08-15 09:19 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/money/fund/jjcc/2020-08-15/doc-iivhvpwy1134609.shtml><strong>证券时报网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美东时间周五，美股三大股指涨跌不一，道指微涨，纳指、标普微跌。本周来看，三大股指均录得涨幅。\n欧股方面，主要股指普跌，截至收盘，英国富时100指数跌1.55%；法国CAC40指数跌1.58%；德国DAX30指数跌0.71%。\n\n消息面上，伯克希尔哈撒韦周五提交二季度13F报告显示，二季度建仓巴里克黄金；减持摩根大通、富国银行、万事达、Visa、PNC金融、M&T Bank、纽约梅隆银行；增持克罗格...</p>\n\n<a href=\"https://finance.sina.com.cn/money/fund/jjcc/2020-08-15/doc-iivhvpwy1134609.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/753c9aba3202037bc97463c545d5d015","relate_stocks":{"BIDU":"百度","IQ":"爱奇艺","WFC":"富国银行","AAPL":"苹果"},"source_url":"https://finance.sina.com.cn/money/fund/jjcc/2020-08-15/doc-iivhvpwy1134609.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142070799","content_text":"美东时间周五，美股三大股指涨跌不一，道指微涨，纳指、标普微跌。本周来看，三大股指均录得涨幅。\n欧股方面，主要股指普跌，截至收盘，英国富时100指数跌1.55%；法国CAC40指数跌1.58%；德国DAX30指数跌0.71%。\n\n消息面上，伯克希尔哈撒韦周五提交二季度13F报告显示，二季度建仓巴里克黄金；减持摩根大通、富国银行、万事达、Visa、PNC金融、M&T Bank、纽约梅隆银行；增持克罗格、Suncor能源；清仓高盛、达美航空、西南航空、美联航、美国航空、西方石油、Restaurant Brands；苹果、美国银行、可口可乐、美国运通、卡夫亨氏持仓不变。\n疫情方面，Worldometer网站实时统计数据显示，截至北京时间8月15日6时30分左右，全球累计确诊新冠肺炎病例21306735例，累计死亡病例761802例。\n美股三大股指涨跌不一 本周道指上涨1.8%\n美东时间周五，道指收涨34.30点，或0.12%，报27931.02点；纳指收跌23.20点，或0.21%，报11019.30点；标普500指数收跌0.58点，或0.02%，报3372.85点。\n\n标普500指数11个板块涨跌各半但整体波动较小，能源（0.94%）和工业（0.42%）板块表现最为突出，公用事业（-0.91%）、健康保健（-0.22%）板块领跌。\n科技龙头整体走势平平。其中苹果跌0.09%、亚马逊跌0.41%、谷歌跌0.71%、Facebook跌0.02%、微软涨0.10%、高通涨0.29%、英特尔涨0.68%、AMD跌0.66%、特斯拉涨1.83%。\n热门中概股跌多涨少。阿里巴巴涨0.10%、哔哩哔哩跌0.41%、拼多多跌4.29%、百度跌6.29%、京东跌0.77%、网易跌0.75%、有道跌6.94%、斗鱼涨0.97%、次新股贝壳跌11.86%。\n本周来看，道指累计上涨1.8%，标普500指数上涨0.6%，纳指微涨约0.1%。\n遭SEC调查 爱奇艺跌超11%\n当地时间周四，爱奇艺发布公告称，公司被美国证券交易委员会（SEC）调查，SEC要求提供2018年1月份以来的财务记录，包括空头Wolfpack Research报告所提及的财务内容。\n爱奇艺表示，在Wolfpack发布做空报告后，公司聘请专业顾问对Wolfpack报告中的某些关键指控进行内部审查，并将其调查结果报告给公司的审计委员会。目前内部审查正在进行中，公司目前无法预测内部审查的完成时间，结果或后果。\n随后，爱奇艺回应媒体称，爱奇艺官方微博发文称，一直积极配合SEC所有常规问询及调查，与此同时，也主动聘请专业顾问进行内部独立审查。“我们对过去10年持续建设的稳固、严谨的公司治理结构和内部管控流程充满信心，我们相信调查的结果将再次向所有投资者展示爱奇艺的稳健和担当。爱奇艺将持续为广大的用户带来更优质的内容及服务”。\n当地时间周四盘后，在百度财报电话会议上，CFO余正钧表示百度对欺诈采取零容忍的态度，作为爱奇艺母公司的一员，百度没有参加独立调查。聘请独立外部顾问是平息指控的最佳办法。\n受调查消息影响，爱奇艺股价周五收盘跌11.16%，其母公司百度收跌6.29%。\n\n爱奇艺公布的第二季度业绩报告显示，第二季度营收74.1亿元，市场预期73.2亿元；二季度每ADS亏损1.96元。预计第三季度净营收为69.5亿元至74.0亿元。\n今年4月7日，市场研究机构Wolfpack Research发布了一份长达37页的报告，直指爱奇艺早在2018年IPO之前就存在欺诈行为，而且此后也一直在这样做。该机构认为，爱奇艺将其2019年的营收夸大了约80亿-130亿元（27%-44%）。\n据Wolfpack Research称，爱奇艺将用户数量夸大了约42%至60%。此外，爱奇艺还夸大了公司开支，以及购买内容、其他资产和收购的价格，“以消耗掉虚假现金，向审计师和投资者掩盖其欺诈行为”。\n对此，爱奇艺曾表示，做空报告引用数据与结论严重失实，公司对所有不实指控坚决否认。\n特朗普无视有关微信的禁令是否影响苹果销量\n据外媒报道，周五，有记者问特朗普，他是否担心禁止这款流行的中国应用程序会损害苹果iPhone的销量。特朗普回答说“随便”。特朗普然后补充说，他的首要任务是做到“对我们国家的安全而言是一件好事”。\n\n此前，据《华尔街日报》报道，包括苹果、福特、沃尔玛和迪士尼在内的十多家公司周二参加了与白宫官员的电话会议，这些公司详细说明了微信禁令可能对他们业务造成的不利后果，称针对该应用的行动可能会削弱其在中国这个世界第二大经济体的竞争力。\n据报道，参与电话会的美国公司包括：苹果、福特、沃尔玛、迪士尼、宝洁、英特尔、大都会保险、高盛、摩根士丹利、联合包裹运送服务公司、默克公司、嘉吉公司。\n此外，特朗普在周五的新闻发布会上宣布，德国制药和医疗保健领域的物流和服务提供商麦克森药物将与白宫合作，作为后续新冠疫苗分发的主要渠道。受此消息影响，麦克森周五涨4.26%。\n巴菲特二季度建仓巴里克黄金 大幅减持金融清仓航空股\n巴菲特旗下伯克希尔哈撒韦最新13F报告显示，第二季度内，伯克希尔哈撒韦新增1只个股，加仓4只个股，减仓11只个股，同时对7只个股进行了清仓处理。前十大重仓股占总持仓比例的87.75%。第二季度，伯克希尔哈撒韦持仓总市值为2024.11亿美元，上一季度总市值为1755.27亿美元，环比增长约15%。\n报告显示，伯克希尔二季度买入2090万股巴里克黄金，价值5.63亿美元，占伯克希尔持仓的0.3%。\n报告显示，伯克希尔在二季度减持了摩根大通、富国银行、万事达、Visa、PNC金融、M&T Bank、纽约梅隆银行，增持了克罗格、Suncor能源，清仓了高盛、西方石油、Restaurant Brands及航空股达美航空、西南航空、美联航和美国航空。\n其中，二季度伯克希尔在摩根大通的持仓从一季度的5770万股减少至2220万股，富国银行持仓由一季度的3.332亿股减至2.376亿股。\n伯克希尔二季度的苹果、美国银行、可口可乐、美国运通、卡夫亨氏持仓不变。\n整体而言，除了减持金融股外，伯克希尔的前十大重仓股变化并不大。特别值得注意的是，受到二季度苹果股价大幅拉升影响，基金持有的苹果股票市值从Q1报告期末的623亿美元暴涨至894亿美元，占总持仓比例也上升至44%。考虑到三季度至今苹果股价再度上涨逾26%，巴菲特“坚守苹果”带来的收益仍在进一步上升。\n\n（伯克希尔Q2前十大重仓股，来源：Whalewisdom、财联社）\n索罗斯：开启买买买模式\n据香港万得通讯社报道，与巴菲特的淡定截然相反，华尔街巨鳄索罗斯旗下的索罗斯基金管理公司二季度开启买买买模式，前十大持仓只仅Liberty宽带公司未发生变动，其余不是新进，就是大举增持。\n\n建仓：\n二季度索罗斯共新进67只股票、公司票据和期权。其中大举买入太平洋(4.190,0.04,0.96%)煤气与电力1178.4万股，同时建仓富国银行、摩根大通、PNC金融服务、美国合众银行、花旗等多只银行股，与巴菲特操作正好相反。\n\n增持：\n二季度索罗斯共增持了21只股票，其中国际电商公司WAYFAIR增持数量最多，为1178.1万股，同时增持高盛等多只金融股。\n\n清仓：\n二季度索罗斯清仓了42只个股和期权，其中不少是今年一季度和去年三、四季度新进的股票，可以看出索罗斯的风格较为激进，讲究快进快出。与之相比，巴菲特则显得“钟情”许多，二季度被清仓的高盛距首次持有已近7年。\n\n桥水基金：二季度大幅加仓中国\n管理规模约1400亿美元的世界头号对冲基金桥水基金二季度大幅加仓中国。\n二季度阿里巴巴跻身桥水基金美股第六大重仓股。一直以来，桥水基金前十大重仓股由ETF占据，这次罕见地将个股调至前十大重仓。二季度，桥水基金加仓阿里巴巴幅度达244%，加仓后持有市值为2.05亿美元。此外，桥水基金二季度还大幅加仓了两只中国ETF，安硕中国大盘ETF和安硕MSCI中国指数ETF，两者的加仓幅度分别为717%、486%。加仓后桥水基金持有安硕中国大盘ETF 1.90亿美元、安硕MSCI中国指数ETF 1.50亿美元， 分别位于美股组合前十大重仓的第七、第八位。\n桥水基金二季度末美股持仓市值为59.61亿美元，较一季度的50.4亿美元有所增加。二季度桥水基金新买入137只股票，加仓68只股票；清仓153只股票，减仓177只股票。截至二季度末，桥水基金美股组合前十大重仓包含两只黄金信托、两只跟踪标普500指数的ETF、一只跟踪新兴市场指数的ETF、一只跟踪发达国家市场指数的ETF、阿里巴巴、两只跟踪中国指数的ETF和一只跟踪欧洲、亚洲、澳洲、远东地区市场指数的ETF。前十大重仓中，桥水基金二季度仅减持了跟踪新兴市场指数的ETF。\n\n此外，卡尔伊坎二季度加大回购自己旗下的公司Icahn Enterprises，并增持Cheniere Energy和天纳克，减持Cloudera，清仓惠普、赫兹租车和Freeport McMoRan。\n老虎全球二季度清仓爱奇艺。减持万事达、Paypal，增持京东、亚马逊、微软、Spotify、拼多多。而Capital Group二季度卖出19.7亿美元波音公司股票，为过去六个季度里首次减持。\n潘兴广场二季度清仓伯克希尔哈撒韦股票和黑石集团股票。\n沙特主权财富基金PIF二季度清仓Facebook，星巴克，花旗集团，美国银行，辉瑞制药，波音，迪士尼，以及英国石油。\n盖茨基金会今日公布了13F报告，该基金在二季度减持伯克希尔哈撒韦B类股。","news_type":1},"isVote":1,"tweetType":1,"viewCount":945,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":918554638,"gmtCreate":1579052990724,"gmtModify":1704338757670,"author":{"id":"3461626062881428","authorId":"3461626062881428","name":"冯小豪","avatar":"https://static.tigerbbs.com/63ed6cc13ad4227b91a4aea72cb94761","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3461626062881428","authorIdStr":"3461626062881428"},"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/918554638","repostId":"918255017","repostType":1,"repost":{"id":918255017,"gmtCreate":1579006198339,"gmtModify":1704338629087,"author":{"id":"3531915079729543","authorId":"3531915079729543","name":"猛兽财经网","avatar":"https://static.tigerbbs.com/417bb784450c13c87f9fe76e9d9776e8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3531915079729543","authorIdStr":"3531915079729543"},"themes":[],"title":"持有波音股票的投资者在2020年需要知道的3件重要事情","htmlText":"猛兽财经（ID:meng shou cai jing）消息：<a target=\"_blank\" href=\"https://laohu8.com/S/BA\">$波音(BA)$</a> 公司于2004年在南卡罗来纳州成立了一家合资企业，以支持波音787梦想客机项目，后来解散了合资企业，创建了现在被称为波音南卡罗来纳公司。2009年，该公司选择了该场地来建造787梦想飞机总装和交付线，现在这里是一个庞大的园区，包括主要生产设施（120万平方英尺）和2016年开业的最先进的油漆设施（25.6万平方英尺）。该工厂雇佣了7000多名工人和承包商，据北查尔斯顿市长基思·苏米（Keith Summey）说，新工厂是“造船厂翻版”，指的1996年查尔斯顿海军基地和造船厂的关闭给当地经济造成了沉重损失。然而，有人大肆宣扬“工厂充斥着”以次充好的生产和薄弱的监督，这些都威胁到安全《纽约时报》曝光了波音公司“数百页的内部电子邮件、公司文件和联邦审查记录”，以及对北查尔斯顿工厂十几名现任和前任员工的采访，揭示了“一种重视生产速度而非质量的文化”。该报称，工厂员工描述了制造过程中的缺陷、飞机上留下的残骸，以及在向联邦监管机构提交的“近12起举报人的索赔和安全投诉”中，要求他们不报告违规行为的压力。正如你在下面看到的，自去年年初的消息以来，波音公司的股票已经下跌了21%。作为我们2020年总清单(353家公司即将达到400家)年度更新的一部分，我们回顾了波音公司的情况：收益率：质量分息安全得分2020年公允价值物美价廉(以质量为基础)长期回报潜力股息增长势头历史股息增长率长期增长的共识远期市盈率挂钩比例很多人想要了解波音最新情况的原因是，自从去年3月波音737 Max危机爆发以来，该股的表现比标准普尔500指数低了42%。波音股价从高点下跌了约24%，是该公司过去33年经历的第六大熊市。自波音737","listText":"猛兽财经（ID:meng shou cai jing）消息：<a target=\"_blank\" href=\"https://laohu8.com/S/BA\">$波音(BA)$</a> 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