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纳斯达克反指王
2020-10-29
投资日记,day:20/10/29目前持有:
$蔚来(NIO)$
$英特尔(INTC)$
$嘉年华邮轮(CCL)$
三只股票及英特尔长期call。NIO:自12.5重仓后持有至今,基于波动考虑在低段再入一小部分。长期持有,除非NIO自身基本面发生改变或者市场对于电动智能汽车估值体系发生改变。INTC:小英今年是有够弱的,在7nm延期半年暴跌后48入了正股和200618的50call,好不容易慢慢反弹到54,一波财报直接打回亏损;小英的PE是很完美,但是市场喜欢AMD明显强于它,而且目前可见范围内,未来技术水平上反超AMD仍未可见。近期AMD收购赛灵思、NVDA收购ARM及小英开始做自己的显卡可见,未来三家在U的硬件领域尤其是数据中心和AI领域好好厮杀一番;而基于CPU、GPU硬件的通用性,即使后续小英补上了技术差距,只要AMD不再卖拖拉机,CPU市场两家竞争局面将长期存在,故认为AMD仍将继续瓜分小英份额,因为竞争的获利者是市场和使用者。所以打算趁着AMD股票收购赛灵思下跌时将INTC转成AMD,理由是看好AMD的成长性大于英特尔的反弹力度。CCL:14入的CCL,比较简单粗暴的逻辑,疫情目前的发展已经很明朗了,全世界都在等疫苗,邮轮航空股在近两个月疫苗结果公布并大规模使用后将会迎来一波反弹,航空股目前估值已经反弹一部分了,而邮轮还在相对底部,选择龙头CCL也是比较稳妥的方法。欢迎大家指正思路和分享信息
纳斯达克反指王
2020-10-18
$蔚来(NIO)$
我的理解,新能源汽车真正的核心其实是互联化、智能化,而不是电动化。否则光换个动力系统的事,汽车仍然逃不出工业产品的命、智能化和互联化使汽车从工业产品转向了智能产品。所以车企的估值才会远区别于传统车企;这个也可以解释为什么蔚来几千辆销量的估值能去追赶上BYD、特斯拉能值4000亿。
$比亚迪(002594)$
BYD的电动化确有核心技术,但是车辆智能互联化仍然还停留在传统汽车范畴
纳斯达克反指王
2020-08-10
$老虎证券(TIGR)$
请问:香港银行卡汇到境内银行卡需要去银行申报嘛?还是直接到账?(小额小于3000美金)
$苹果(AAPL)$
$纳斯达克(.IXIC)$
纳斯达克反指王
2020-07-10
$蔚来(NIO)$
蔚来说昨天传闻不准确[白眼] 因为少披露了四亿
纳斯达克反指王
2019-10-29
$蔚来(NIO)$
感觉蔚来需要一款爆款车,显然es6、es8目前来看都还不够走上量
纳斯达克反指王
2020-08-03
$蔚来(NIO)$
7月交付3533
纳斯达克反指王
2019-03-24
$波音(BA)$ 自媒体真是瞎写一通 波音的命硬得很,订单估计也取消不了,最差也就是换机型,想换空客?门都没有,更别提那些自嗨说换C919[捂脸][捂脸]
纳斯达克反指王
2020-11-04
666,向上熔断
$纳斯达克(.IXIC)$
$道琼斯(.DJI)$
$蔚来(NIO)$
纳指期货暂停交易两分钟,恢复交易后涨超4%
纳斯达克反指王
2019-03-20
$AMD(AMD)$ 今天正股再涨个5%,我这期权就爆炸了[财迷][得意]
纳斯达克反指王
2019-10-28
$蔚来(NIO)$
利好?
纳斯达克反指王
2020-09-09
$英特尔(INTC)$
小英你真是有够不温不火的
纳斯达克反指王
2018-11-27
$拼多多(PDD)$ apple store 下架拼多多app,$苹果(AAPL)$ apple store的垄断案能否胜诉?
纳斯达克反指王
2018-11-06
$京东(JD)$ 好好的炒股不好么?干嘛非要吃屎
纳斯达克反指王
2019-11-12
$波音(BA)$
波音:你奈我何?
纳斯达克反指王
2018-12-12
$京东(JD)$ 小东东会被起诉嘛?
纳斯达克反指王
2020-03-13
$纳斯达克(.IXIC)$
老哥们,出入金是建行陆港通好使还是工银亚洲好使啊?
纳斯达克反指王
2019-11-20
$蔚来(NIO)$
蔚来讨论里面的神仙神棍最多,感觉脑残粉和无脑黑也最多
纳斯达克反指王
2018-12-04
$苹果(AAPL)$ 想要了解时事新闻的,可以关注下老虎社区的快讯板块
纳斯达克反指王
2020-08-11
$蔚来(NIO)$
期权买不了?
纳斯达克反指王
2019-03-20
$美光科技(MU)$ 请开始你的表演
去老虎APP查看更多动态
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href=https://wallstreetcn.com/live/a-stock><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>纳指期货暂停交易两分钟,此前一度涨3.9%。纳指期货恢复交易后迅速涨超4%。</p>\n\n<a href=\"https://wallstreetcn.com/live/a-stock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/48729940b5a815d99b2cb055fae07190","relate_stocks":{"TQQQ":"纳指三倍做多ETF","PSQ":"纳指反向ETF","SQQQ":"纳指三倍做空ETF","QLD":"纳指两倍做多ETF","03086":"华夏纳指",".IXIC":"NASDAQ 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[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306696844","repostId":"2080303169","repostType":2,"repost":{"id":"2080303169","kind":"news","pubTimestamp":1604369340,"share":"https://www.laohu8.com/m/news/2080303169?lang=&edition=full","pubTime":"2020-11-03 10:09","market":"us","language":"zh","title":"蔚来销量转好之后重启轿车研发业务 NIO Day会卖得比特斯拉Y还好吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=2080303169","media":"运营商世界网","summary":"蔚来今年上半年的销量是1.4w,几乎是去年低谷时的十倍。公司市值大幅增长之后,原先被停滞的研发豪华纯电轿车业务重新启动。今年年底,蔚来表示旗下旗舰轿车——NIO Day即将上市。去年的上海车展上出现过概念车,也就是NIO Day的原型车。新能源市场上目前还是SUV车型为主流,轿车市场有名的也只有特斯拉、比亚迪。要是蔚来这款新车上市,免不了和特斯拉进行一场比赛,另外因为高定价也免不了和奔驰宝马来场比赛。","content":"<html><body><article><p>运营商财经网 八卦叨/文</p><p><a href=\"https://laohu8.com/S/NIO\">蔚来</a>一个新牌子,凭什么走高端?等model Y出来定价25万,model3定价20万的时候,蔚来会死得很惨。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201103101007001d235quv6vmikv9x\"/><p>蔚来今年上半年的销量是1.4w,几乎是去年低谷时的十倍。公司市值大幅增长之后,原先被停滞的研发<a href=\"https://laohu8.com/S/DLX\">豪华</a>纯电轿车业务重新启动。今年年底,蔚来表示旗下旗舰轿车——NIO Day即将上市。</p><p>去年的上海车展上出现过概念车,也就是NIO Day的原型车。根据图片来看,外观依旧是蔚来的经典设计,X形前脸、扁平的车身、溜背设计,这些都让这款车看起来十分吸睛。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201103101010709d235itxxofdd9z0\"/><p>新能源市场上目前还是SUV车型为主流,轿车市场有名的也只有<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/002594\">比亚迪</a>。要是蔚来这款新车上市,免不了和特斯拉进行一场比赛,另外因为高定价也免不了和奔驰宝马来场比赛。不过现阶段国人还是只认洋品牌,BBA不可动摇,雷克萨斯都得往后稍稍,其它品牌要是没有低端车供着,跟豪华沾边都得死,特斯拉没有便宜的model 3也是个死!</p><img src=\"https://fid-75186.picgzc.qpic.cn/20201103101011813d235w013lar1u3v\"/><p>(责任编辑:杨丹丹)</p><p><strong>运营商财经网(官方微信公众号yyscjrd)—— 主流财经媒体,一家全面覆盖科技、金融、证券、汽车、房产、食品、医药、日化、酒业及其他各种消费品报道的原创资讯网站。</strong></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>蔚来销量转好之后重启轿车研发业务 NIO Day会卖得比特斯拉Y还好吗?</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; 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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蔚来销量转好之后重启轿车研发业务 NIO Day会卖得比特斯拉Y还好吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-03 10:09 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202011031010147b4544a9&s=b><strong>运营商世界网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>运营商财经网 八卦叨/文蔚来一个新牌子,凭什么走高端?等model Y出来定价25万,model3定价20万的时候,蔚来会死得很惨。蔚来今年上半年的销量是1.4w,几乎是去年低谷时的十倍。公司市值大幅增长之后,原先被停滞的研发豪华纯电轿车业务重新启动。今年年底,蔚来表示旗下旗舰轿车——NIO Day即将上市。去年的上海车展上出现过概念车,也就是NIO Day的原型车。根据图片来看,外观依旧是蔚来...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202011031010147b4544a9&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/1e9aa56586a03fdd6464e21bfe99f7b5","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202011031010147b4544a9&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2080303169","content_text":"运营商财经网 八卦叨/文蔚来一个新牌子,凭什么走高端?等model Y出来定价25万,model3定价20万的时候,蔚来会死得很惨。蔚来今年上半年的销量是1.4w,几乎是去年低谷时的十倍。公司市值大幅增长之后,原先被停滞的研发豪华纯电轿车业务重新启动。今年年底,蔚来表示旗下旗舰轿车——NIO Day即将上市。去年的上海车展上出现过概念车,也就是NIO Day的原型车。根据图片来看,外观依旧是蔚来的经典设计,X形前脸、扁平的车身、溜背设计,这些都让这款车看起来十分吸睛。新能源市场上目前还是SUV车型为主流,轿车市场有名的也只有特斯拉、比亚迪。要是蔚来这款新车上市,免不了和特斯拉进行一场比赛,另外因为高定价也免不了和奔驰宝马来场比赛。不过现阶段国人还是只认洋品牌,BBA不可动摇,雷克萨斯都得往后稍稍,其它品牌要是没有低端车供着,跟豪华沾边都得死,特斯拉没有便宜的model 3也是个死!(责任编辑:杨丹丹)运营商财经网(官方微信公众号yyscjrd)—— 主流财经媒体,一家全面覆盖科技、金融、证券、汽车、房产、食品、医药、日化、酒业及其他各种消费品报道的原创资讯网站。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308690765,"gmtCreate":1603956260757,"gmtModify":1703831380589,"author":{"id":"3463623273296582","authorId":"3463623273296582","name":"纳斯达克反指王","avatar":"https://static.tigerbbs.com/823dd328936b9983203c566bbf5c54af","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3463623273296582","idStr":"3463623273296582"},"themes":[],"htmlText":"投资日记,day:20/10/29目前持有:<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a><a href=\"https://laohu8.com/S/CCL\">$嘉年华邮轮(CCL)$</a>三只股票及英特尔长期call。NIO:自12.5重仓后持有至今,基于波动考虑在低段再入一小部分。长期持有,除非NIO自身基本面发生改变或者市场对于电动智能汽车估值体系发生改变。INTC:小英今年是有够弱的,在7nm延期半年暴跌后48入了正股和200618的50call,好不容易慢慢反弹到54,一波财报直接打回亏损;小英的PE是很完美,但是市场喜欢AMD明显强于它,而且目前可见范围内,未来技术水平上反超AMD仍未可见。近期AMD收购赛灵思、NVDA收购ARM及小英开始做自己的显卡可见,未来三家在U的硬件领域尤其是数据中心和AI领域好好厮杀一番;而基于CPU、GPU硬件的通用性,即使后续小英补上了技术差距,只要AMD不再卖拖拉机,CPU市场两家竞争局面将长期存在,故认为AMD仍将继续瓜分小英份额,因为竞争的获利者是市场和使用者。所以打算趁着AMD股票收购赛灵思下跌时将INTC转成AMD,理由是看好AMD的成长性大于英特尔的反弹力度。CCL:14入的CCL,比较简单粗暴的逻辑,疫情目前的发展已经很明朗了,全世界都在等疫苗,邮轮航空股在近两个月疫苗结果公布并大规模使用后将会迎来一波反弹,航空股目前估值已经反弹一部分了,而邮轮还在相对底部,选择龙头CCL也是比较稳妥的方法。欢迎大家指正思路和分享信息","listText":"投资日记,day:20/10/29目前持有:<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a><a href=\"https://laohu8.com/S/CCL\">$嘉年华邮轮(CCL)$</a>三只股票及英特尔长期call。NIO:自12.5重仓后持有至今,基于波动考虑在低段再入一小部分。长期持有,除非NIO自身基本面发生改变或者市场对于电动智能汽车估值体系发生改变。INTC:小英今年是有够弱的,在7nm延期半年暴跌后48入了正股和200618的50call,好不容易慢慢反弹到54,一波财报直接打回亏损;小英的PE是很完美,但是市场喜欢AMD明显强于它,而且目前可见范围内,未来技术水平上反超AMD仍未可见。近期AMD收购赛灵思、NVDA收购ARM及小英开始做自己的显卡可见,未来三家在U的硬件领域尤其是数据中心和AI领域好好厮杀一番;而基于CPU、GPU硬件的通用性,即使后续小英补上了技术差距,只要AMD不再卖拖拉机,CPU市场两家竞争局面将长期存在,故认为AMD仍将继续瓜分小英份额,因为竞争的获利者是市场和使用者。所以打算趁着AMD股票收购赛灵思下跌时将INTC转成AMD,理由是看好AMD的成长性大于英特尔的反弹力度。CCL:14入的CCL,比较简单粗暴的逻辑,疫情目前的发展已经很明朗了,全世界都在等疫苗,邮轮航空股在近两个月疫苗结果公布并大规模使用后将会迎来一波反弹,航空股目前估值已经反弹一部分了,而邮轮还在相对底部,选择龙头CCL也是比较稳妥的方法。欢迎大家指正思路和分享信息","text":"投资日记,day:20/10/29目前持有:$蔚来(NIO)$$英特尔(INTC)$$嘉年华邮轮(CCL)$三只股票及英特尔长期call。NIO:自12.5重仓后持有至今,基于波动考虑在低段再入一小部分。长期持有,除非NIO自身基本面发生改变或者市场对于电动智能汽车估值体系发生改变。INTC:小英今年是有够弱的,在7nm延期半年暴跌后48入了正股和200618的50call,好不容易慢慢反弹到54,一波财报直接打回亏损;小英的PE是很完美,但是市场喜欢AMD明显强于它,而且目前可见范围内,未来技术水平上反超AMD仍未可见。近期AMD收购赛灵思、NVDA收购ARM及小英开始做自己的显卡可见,未来三家在U的硬件领域尤其是数据中心和AI领域好好厮杀一番;而基于CPU、GPU硬件的通用性,即使后续小英补上了技术差距,只要AMD不再卖拖拉机,CPU市场两家竞争局面将长期存在,故认为AMD仍将继续瓜分小英份额,因为竞争的获利者是市场和使用者。所以打算趁着AMD股票收购赛灵思下跌时将INTC转成AMD,理由是看好AMD的成长性大于英特尔的反弹力度。CCL:14入的CCL,比较简单粗暴的逻辑,疫情目前的发展已经很明朗了,全世界都在等疫苗,邮轮航空股在近两个月疫苗结果公布并大规模使用后将会迎来一波反弹,航空股目前估值已经反弹一部分了,而邮轮还在相对底部,选择龙头CCL也是比较稳妥的方法。欢迎大家指正思路和分享信息","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/308690765","isVote":1,"tweetType":1,"viewCount":13062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303116976,"gmtCreate":1603005108095,"gmtModify":1703828466929,"author":{"id":"3463623273296582","authorId":"3463623273296582","name":"纳斯达克反指王","avatar":"https://static.tigerbbs.com/823dd328936b9983203c566bbf5c54af","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3463623273296582","idStr":"3463623273296582"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>我的理解,新能源汽车真正的核心其实是互联化、智能化,而不是电动化。否则光换个动力系统的事,汽车仍然逃不出工业产品的命、智能化和互联化使汽车从工业产品转向了智能产品。所以车企的估值才会远区别于传统车企;这个也可以解释为什么蔚来几千辆销量的估值能去追赶上BYD、特斯拉能值4000亿。<a href=\"https://laohu8.com/S/002594\">$比亚迪(002594)$</a>BYD的电动化确有核心技术,但是车辆智能互联化仍然还停留在传统汽车范畴","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>我的理解,新能源汽车真正的核心其实是互联化、智能化,而不是电动化。否则光换个动力系统的事,汽车仍然逃不出工业产品的命、智能化和互联化使汽车从工业产品转向了智能产品。所以车企的估值才会远区别于传统车企;这个也可以解释为什么蔚来几千辆销量的估值能去追赶上BYD、特斯拉能值4000亿。<a href=\"https://laohu8.com/S/002594\">$比亚迪(002594)$</a>BYD的电动化确有核心技术,但是车辆智能互联化仍然还停留在传统汽车范畴","text":"$蔚来(NIO)$我的理解,新能源汽车真正的核心其实是互联化、智能化,而不是电动化。否则光换个动力系统的事,汽车仍然逃不出工业产品的命、智能化和互联化使汽车从工业产品转向了智能产品。所以车企的估值才会远区别于传统车企;这个也可以解释为什么蔚来几千辆销量的估值能去追赶上BYD、特斯拉能值4000亿。$比亚迪(002594)$BYD的电动化确有核心技术,但是车辆智能互联化仍然还停留在传统汽车范畴","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/303116976","isVote":1,"tweetType":1,"viewCount":7668,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494333322268969","authorId":"3494333322268969","name":"吼吼猴","avatar":"https://static.tigerbbs.com/9879d95015ad32b56c533f1f2ac07584","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3494333322268969","idStr":"3494333322268969"},"content":"比亚迪不是跟华为合作了系统?不了解具体情况不做评价","text":"比亚迪不是跟华为合作了系统?不了解具体情况不做评价","html":"比亚迪不是跟华为合作了系统?不了解具体情况不做评价"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":976152917,"gmtCreate":1599645424339,"gmtModify":1703819172805,"author":{"id":"3463623273296582","authorId":"3463623273296582","name":"纳斯达克反指王","avatar":"https://static.tigerbbs.com/823dd328936b9983203c566bbf5c54af","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3463623273296582","idStr":"3463623273296582"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>小英你真是有够不温不火的","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>小英你真是有够不温不火的","text":"$英特尔(INTC)$小英你真是有够不温不火的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/976152917","isVote":1,"tweetType":1,"viewCount":2013,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":978692585,"gmtCreate":1599207956447,"gmtModify":1704222009487,"author":{"id":"3463623273296582","authorId":"3463623273296582","name":"纳斯达克反指王","avatar":"https://static.tigerbbs.com/823dd328936b9983203c566bbf5c54af","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3463623273296582","idStr":"3463623273296582"},"themes":[],"htmlText":"怎么会有如此厚颜**之人","listText":"怎么会有如此厚颜**之人","text":"怎么会有如此厚颜**之人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/978692585","repostId":"1110533372","repostType":2,"repost":{"id":"1110533372","kind":"news","pubTimestamp":1599187398,"share":"https://www.laohu8.com/m/news/1110533372?lang=&edition=full","pubTime":"2020-09-04 10:43","market":"us","language":"zh","title":"中国出台半导体新政,美国芯片股全线“溃败”","url":"https://stock-news.laohu8.com/highlight/detail?id=1110533372","media":"观察者网","summary":"在美国芯片股领跌下,美股三大指数集体暴跌。","content":"<p>作者 一鸣</p>\n<p>美国当地时间9月3日,在美国芯片股领跌下,美股三大指数集体暴跌。对于此番暴跌的原因,彭博社认为,芯片股的溃败可能源于中国将实施的半导体新政。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b3184d189e291a54f849f5bd38706968\" tg-width=\"620\" tg-height=\"140\">图片来源:彭博社</p>\n<p>当天美国费城半导体指数下跌5.7%,相关成分股市值缩水约1000亿美元,是6月中旬以来最惨的一天。</p>\n<p>其中芯片股更是全线溃败,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>股价下跌9.3%、为3月16日以来最高。<a href=\"https://laohu8.com/S/AVGO\">博通</a>(Broadcom)下跌6.1%,<a href=\"https://laohu8.com/S/QCOM\">高通</a>(Qualcomm)下跌5.5%,<a href=\"https://laohu8.com/S/INTC\">英特尔</a>(Intel Corp.)下跌3.6%。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a5f45c768955e2ada023aff6932d8981\" tg-width=\"620\" tg-height=\"349\">图片来源:彭博社</p>\n<p>芯片股的领跌导致以科技股为主的纳斯达克综合指数(Nasdaq Composite)下跌近5%,至11458点,创下6月11日以来最大单日百分比跌幅,逆转了此前纳斯达克综合指数和标准普尔500指数创下新高的涨势。受此影响,标准普尔500指数下跌3.5%,至3455点,11个板块全部下跌。道琼斯工业股票平均价格指数下跌808点,至28293点,跌幅2.8%,中断了道琼斯工业股票平均价格指数自2月份以来首次突破29000点的涨势。</p>\n<p><img src=\"https://static.tigerbbs.com/df337695bba37e6664aaced6ce497f20\" tg-width=\"620\" tg-height=\"768\"></p>\n<p>大型科技公司在尾盘交易中遭遇加速抛售,<a href=\"https://laohu8.com/S/FB\">Facebook</a>跌3.8%,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>跌9%。<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司下跌8%,市值缩水1799.2亿美元,创出美国上市公司有记录以来的最大单日损失。在此前的美股反弹中,科技股一直处于领涨地位。</p>\n<p>彭博称,芯片股的暴跌或许与中国即将出台的半导体新政有关。此前彭博社援引知情人士透露,中国政府正计划出台一系列新政策,以发展国内半导体行业,并应对特朗普政府的限制。</p>\n<p>该人士称,中国政府在“十四五”计划草案中增加了一系列措施,加强半导体行业的研究、教育和融资。</p>\n<p>研究公司Gavekal Dragonomics的科技分析师Dan Wang说,“中国领导层意识到,半导体是所有先进技术的基础,不能再依赖美国的供应。面对美国对芯片接入的更严格限制,中国的回应只能是继续推动自己的行业发展。”</p>\n<p>美国国家证券公司(National Securities Corp.)首席市场策略师阿瑟·霍根(Arthur Hogan)则表示:“如果你现在要问我,八月份大部分时间里我最大的恐惧是什么,那就是中美之间日益紧张的关系。”</p>\n<p>“这和中美第一阶段贸易谈判无关..和.我们现实生活中正在做什么有关——我们正在开始一场技术性的冷战。”</p>\n<p>此前美国当局已将数十家中国科技公司列入所谓“实体清单”,禁止这些企业从美国购买零件。</p>\n<p>美国当局还威胁对字节跳动的TikTok和<a href=\"https://laohu8.com/S/00700\">腾讯</a>的微信实施禁令,并批准对华为的新制裁。霍根说:“很难从中看出什么好消息。”</p>\n<p>中国每年进口价值超过3000亿美元的集成电路,中国芯片厂商广泛使用美国制造的芯片设计工具和专利,和一些欧美国家的制造技术。但随着中美关系的恶化,中国企业从海外采购零部件和芯片制造技术正面临越来越多的困难。</p>","source":"gczw","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>中国出台半导体新政,美国芯片股全线“溃败”</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中国出台半导体新政,美国芯片股全线“溃败”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-09-04 10:43 北京时间 <a href=https://www.guancha.cn/economy/2020_09_04_564015.shtml><strong>观察者网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者 一鸣\n美国当地时间9月3日,在美国芯片股领跌下,美股三大指数集体暴跌。对于此番暴跌的原因,彭博社认为,芯片股的溃败可能源于中国将实施的半导体新政。\n图片来源:彭博社\n当天美国费城半导体指数下跌5.7%,相关成分股市值缩水约1000亿美元,是6月中旬以来最惨的一天。\n其中芯片股更是全线溃败,英伟达股价下跌9.3%、为3月16日以来最高。博通(Broadcom)下跌6.1%,高通(...</p>\n\n<a href=\"https://www.guancha.cn/economy/2020_09_04_564015.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/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"INTC":"英特尔","BRCM":"博通","NVDA":"英伟达","QCOM":"高通"},"source_url":"https://www.guancha.cn/economy/2020_09_04_564015.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110533372","content_text":"作者 一鸣\n美国当地时间9月3日,在美国芯片股领跌下,美股三大指数集体暴跌。对于此番暴跌的原因,彭博社认为,芯片股的溃败可能源于中国将实施的半导体新政。\n图片来源:彭博社\n当天美国费城半导体指数下跌5.7%,相关成分股市值缩水约1000亿美元,是6月中旬以来最惨的一天。\n其中芯片股更是全线溃败,英伟达股价下跌9.3%、为3月16日以来最高。博通(Broadcom)下跌6.1%,高通(Qualcomm)下跌5.5%,英特尔(Intel Corp.)下跌3.6%。\n图片来源:彭博社\n芯片股的领跌导致以科技股为主的纳斯达克综合指数(Nasdaq Composite)下跌近5%,至11458点,创下6月11日以来最大单日百分比跌幅,逆转了此前纳斯达克综合指数和标准普尔500指数创下新高的涨势。受此影响,标准普尔500指数下跌3.5%,至3455点,11个板块全部下跌。道琼斯工业股票平均价格指数下跌808点,至28293点,跌幅2.8%,中断了道琼斯工业股票平均价格指数自2月份以来首次突破29000点的涨势。\n\n大型科技公司在尾盘交易中遭遇加速抛售,Facebook跌3.8%,特斯拉跌9%。苹果公司下跌8%,市值缩水1799.2亿美元,创出美国上市公司有记录以来的最大单日损失。在此前的美股反弹中,科技股一直处于领涨地位。\n彭博称,芯片股的暴跌或许与中国即将出台的半导体新政有关。此前彭博社援引知情人士透露,中国政府正计划出台一系列新政策,以发展国内半导体行业,并应对特朗普政府的限制。\n该人士称,中国政府在“十四五”计划草案中增加了一系列措施,加强半导体行业的研究、教育和融资。\n研究公司Gavekal Dragonomics的科技分析师Dan Wang说,“中国领导层意识到,半导体是所有先进技术的基础,不能再依赖美国的供应。面对美国对芯片接入的更严格限制,中国的回应只能是继续推动自己的行业发展。”\n美国国家证券公司(National Securities Corp.)首席市场策略师阿瑟·霍根(Arthur Hogan)则表示:“如果你现在要问我,八月份大部分时间里我最大的恐惧是什么,那就是中美之间日益紧张的关系。”\n“这和中美第一阶段贸易谈判无关..和.我们现实生活中正在做什么有关——我们正在开始一场技术性的冷战。”\n此前美国当局已将数十家中国科技公司列入所谓“实体清单”,禁止这些企业从美国购买零件。\n美国当局还威胁对字节跳动的TikTok和腾讯的微信实施禁令,并批准对华为的新制裁。霍根说:“很难从中看出什么好消息。”\n中国每年进口价值超过3000亿美元的集成电路,中国芯片厂商广泛使用美国制造的芯片设计工具和专利,和一些欧美国家的制造技术。但随着中美关系的恶化,中国企业从海外采购零部件和芯片制造技术正面临越来越多的困难。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1890,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":979208558,"gmtCreate":1598254153774,"gmtModify":1704218055082,"author":{"id":"3463623273296582","authorId":"3463623273296582","name":"纳斯达克反指王","avatar":"https://static.tigerbbs.com/823dd328936b9983203c566bbf5c54af","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3463623273296582","idStr":"3463623273296582"},"themes":[],"htmlText":"啥叫运气好?凭实力说话","listText":"啥叫运气好?凭实力说话","text":"啥叫运气好?凭实力说话","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/979208558","repostId":"2061318605","repostType":2,"repost":{"id":"2061318605","kind":"news","pubTimestamp":1598237940,"share":"https://www.laohu8.com/m/news/2061318605?lang=&edition=full","pubTime":"2020-08-24 10:59","market":"us","language":"zh","title":"台积电刚丢华为芯片订单 却运气好喜滋滋拿到英特尔6纳米大单","url":"https://stock-news.laohu8.com/highlight/detail?id=2061318605","media":"运营商世界网","summary":"运营商财经网 八卦叨/文最近,台积电宣布6nm工艺的生产线已启动。本来,失去了华为这个大客户的台积电应该会过的不太好,可现在有宣布新工艺生产线启动,这里面肯定有玄机。其实,这是因为台积电拉到了新客户","content":"<html><body><article><p>运营商财经网 八卦叨/文</p><p>最近,<a href=\"https://laohu8.com/S/TSM\">台积电</a>宣布6nm工艺的生产线已启动。本来,失去了华为这个大客户的台积电应该会过的不太好,可现在有宣布新工艺生产线启动,这里面肯定有玄机。</p><p>其实,这是因为台积电拉到了新客户——<a href=\"https://laohu8.com/S/INTC\">英特尔</a>。英特尔本来自己有芯片工厂,可惜英特尔自己的研发不争气,导致无法量产7纳米及更高端的芯片,所以,台积电就获得了英特尔2021年18万片6nm芯片代工订单。</p><p>而据了解,7纳米与6纳米的生产原理差不多,因为采用了极紫外光刻,所以台积电的第二代7nm工艺就变成了6nm工艺。</p><p>此外,台积电的另一个客户甚至研发出了5纳米的芯片,这就是<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司。苹果公司一直热衷于自己研发芯片,苹果即将推出的iPhone 12所搭载的A14处理器,就是5nm工艺,由台积电代工。这可能是iPhone 12的重要亮点之一。</p><p>本来,华为的麒麟芯片是7纳米,而台积电早就明确只能给华为生产到7月14日就断供。可现在看来,台积电日子过得潇洒,而华为却陷入了缺芯片的困境。但三十年河东、三十年河西,华为一定会扭转过来的。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20200824105944281d246i9lg5yx71fg\"/><p>(责任编辑:杨丹丹)</p><p><strong>运营商财经网(官方微信公众号yyscjrd)—— 主流财经媒体,一家全面覆盖科技、金融、证券、汽车、房产、食品、医药、日化、酒业及其他各种消费品报道的原创资讯网站。</strong></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>台积电刚丢华为芯片订单 却运气好喜滋滋拿到英特尔6纳米大单</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202008241059457aa313c2&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":{"159813":"芯片","09086":"华夏纳指-U","03145":"华夏亚洲高息股","03086":"华夏纳指","EWT":"台湾ETF-iShares MSCI","INTC":"英特尔","TSM":"台积电"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202008241059457aa313c2&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2061318605","content_text":"运营商财经网 八卦叨/文最近,台积电宣布6nm工艺的生产线已启动。本来,失去了华为这个大客户的台积电应该会过的不太好,可现在有宣布新工艺生产线启动,这里面肯定有玄机。其实,这是因为台积电拉到了新客户——英特尔。英特尔本来自己有芯片工厂,可惜英特尔自己的研发不争气,导致无法量产7纳米及更高端的芯片,所以,台积电就获得了英特尔2021年18万片6nm芯片代工订单。而据了解,7纳米与6纳米的生产原理差不多,因为采用了极紫外光刻,所以台积电的第二代7nm工艺就变成了6nm工艺。此外,台积电的另一个客户甚至研发出了5纳米的芯片,这就是苹果公司。苹果公司一直热衷于自己研发芯片,苹果即将推出的iPhone 12所搭载的A14处理器,就是5nm工艺,由台积电代工。这可能是iPhone 12的重要亮点之一。本来,华为的麒麟芯片是7纳米,而台积电早就明确只能给华为生产到7月14日就断供。可现在看来,台积电日子过得潇洒,而华为却陷入了缺芯片的困境。但三十年河东、三十年河西,华为一定会扭转过来的。(责任编辑:杨丹丹)运营商财经网(官方微信公众号yyscjrd)—— 主流财经媒体,一家全面覆盖科技、金融、证券、汽车、房产、食品、医药、日化、酒业及其他各种消费品报道的原创资讯网站。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2019,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":979323133,"gmtCreate":1598007435022,"gmtModify":1704217608482,"author":{"id":"3463623273296582","authorId":"3463623273296582","name":"纳斯达克反指王","avatar":"https://static.tigerbbs.com/823dd328936b9983203c566bbf5c54af","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3463623273296582","idStr":"3463623273296582"},"themes":[],"htmlText":"不用intel用AMD?区别呢","listText":"不用intel用AMD?区别呢","text":"不用intel用AMD?区别呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/979323133","repostId":"2061290924","repostType":2,"repost":{"id":"2061290924","kind":"news","pubTimestamp":1598000843,"share":"https://www.laohu8.com/m/news/2061290924?lang=&edition=full","pubTime":"2020-08-21 17:07","market":"us","language":"zh","title":"华为新款笔记本电脑MateBook X依旧采用英特尔CPU 余承东不怕打压","url":"https://stock-news.laohu8.com/highlight/detail?id=2061290924","media":"运营商财经网","summary":"原标题:华为新款笔记本电脑MateBook X依旧采用英特尔CPU 余承东不怕打压运营商财经网 八卦叨/文在8月18日,美国刚刚宣布,凡是使用美国技术的企业不可以跟华为交易。这个举措太狠了,想彻底掐断","content":"<html><body><p>原标题:华为新款笔记本电脑MateBook X依旧采用<a href=\"https://laohu8.com/S/INTC\">英特尔</a>CPU 余承东不怕打压</p><p>运营商财经网 八卦叨/文</p><p>在8月18日,美国刚刚宣布,凡是使用美国技术的企业不可以跟华为交易。这个举措太狠了,想彻底掐断华为的芯片供应。</p><p>不过,在8月19日华为笔记本电脑新品发布会时,余承东泰然自诺的表示,对美国打压不害怕。他有信心克服美国的极限打压。</p><div><img src=\"http://k.sinaimg.cn/n/spider2020821/131/w550h381/20200821/366d-iyaiihk8072739.png/w720fin.jpg\"/></div><p>而估计华为对此早有心理准备。华为在8月19日发布的笔记本电脑新品就照样用了英特尔的CPU ,因为华为早就采购了英特尔的CPU 。</p><p>据了解,华为MateBook作为PC行业的新力军,在短短几年便已进入国内PC市场第一梯队,占据中国笔记本市场份额16.9%,位居中国顾客推荐度指数(C-NPS)榜单Windows阵营第一位。</p><div><img src=\"http://k.sinaimg.cn/n/spider2020821/333/w550h583/20200821/01da-iyaiihk8072743.png/w720fin.jpg\"/></div><p>为什么华为的Matebook能发展那么快?就拿细节来说,超薄的程度惊人。一个笔记本电脑比A4纸还小,轻至1kg,最厚处仅13.6mm。</p><p>此外,华为MateBook X采用业界首款3K悬浮全面屏,打破边框对视觉的束缚,屏占比达到90%。余承东现场用手指头都能夹住一个华为Matebook。</p></body></html>","source":"sina_symbol","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>华为新款笔记本电脑MateBook X依旧采用英特尔CPU 余承东不怕打压</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华为新款笔记本电脑MateBook X依旧采用英特尔CPU 余承东不怕打压\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-08-21 17:07 北京时间 <a href=http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2020-08-21/doc-iivhuipn9928470.shtml><strong>运营商财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题:华为新款笔记本电脑MateBook X依旧采用英特尔CPU 余承东不怕打压运营商财经网 八卦叨/文在8月18日,美国刚刚宣布,凡是使用美国技术的企业不可以跟华为交易。这个举措太狠了,想彻底掐断华为的芯片供应。不过,在8月19日华为笔记本电脑新品发布会时,余承东泰然自诺的表示,对美国打压不害怕。他有信心克服美国的极限打压。而估计华为对此早有心理准备。华为在8月19日发布的笔记本电脑新品就照样...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2020-08-21/doc-iivhuipn9928470.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/ce88d7c500914d5edde5f4ccbc6959f5","relate_stocks":{"03086":"华夏纳指","09086":"华夏纳指-U","INTC":"英特尔"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2020-08-21/doc-iivhuipn9928470.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2061290924","content_text":"原标题:华为新款笔记本电脑MateBook X依旧采用英特尔CPU 余承东不怕打压运营商财经网 八卦叨/文在8月18日,美国刚刚宣布,凡是使用美国技术的企业不可以跟华为交易。这个举措太狠了,想彻底掐断华为的芯片供应。不过,在8月19日华为笔记本电脑新品发布会时,余承东泰然自诺的表示,对美国打压不害怕。他有信心克服美国的极限打压。而估计华为对此早有心理准备。华为在8月19日发布的笔记本电脑新品就照样用了英特尔的CPU ,因为华为早就采购了英特尔的CPU 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20:12","market":"us","language":"zh","title":"波音1月创纪录零订单,最大对手却声称净亏损13.6亿欧元,为何?","url":"https://stock-news.laohu8.com/highlight/detail?id=2011748776","media":"金十数据","summary":"自波音最畅销机型737MAX造成两起空难,造成346人罹难后,不仅世界各国对该机型进行停飞处理,各大航空公司也纷纷取消订单,转而购买空客A380机型以及中国的C919等先进客机。波音原总裁米伦伯格更是","content":"<html><body><article><p>自<a href=\"https://laohu8.com/S/BA\">波音</a>最畅销机型737MAX造成两起空难,造成346人罹难后,不仅世界各国对该机型进行停飞处理,各大航空公司也纷纷取消订单,转而购买空客A380机型以及中国的C919等先进客机。波音原总裁米伦伯格更是因此失去CEO的位置,卡尔霍顿正式接任,收拾波音的“烂摊子”。</p><p><strong>波音</strong><strong>1月创纪录零订单,空客却称2019净亏损13.6亿欧元</strong></p><img src=\"http://inews.gtimg.com/newsapp_match/0/11328423766/0\"/><p>新任总裁卡尔霍顿已于1月13日走马上任,并且烧起了“新官上任的六把火”,确定了波音事故机型737MAX安全复飞、重建客户信任等六大目标,力图快速解决波音的困局。波音换帅未来是否真能挽回客户,还是一个未知数,但是可以肯定的是,近期波音还是无法摆脱困境,<strong>据英媒报道,</strong><strong>1月份波音订单为零,这对全球客机龙头来说显然是创纪录了。</strong></p><p>与波音零订单相反,其最大的竞争对手空客,却是订单不断。<strong>据空客消息,1月份,空客累计收获274架商用飞机订单,创下15年来1月订单最高纪录。</strong>而其主打机型A380也在去年年底正式取代波音的737MAX,成为全球最畅销的机型。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/11328424609/0\"/><p>可以说,波音陷入危机后,空客可谓是最大的赢家。在737MAX受到各国批准复飞之前,大部分航空公司会倾向于避免购买波音飞机,纷纷转向空客。这使得<strong>空客包揽了波音流失的大部分订单。按照常理,空客2019年的整体情况应该是赚得盆满钵满的。</strong></p><p>然而空客不仅没有,而且还打破了连续10年盈利的记录,首次出现亏损现象。<strong>根据空客最新发布的2019年度财报显示,2019年空客净亏损高达13.6亿欧元。</strong>那么为什么空客在波音失利,正应该营业额飞涨之际,却出现巨大亏损现象呢?</p><p><strong>波音失利,最大赢家空客为何出现巨额亏损</strong></p><img src=\"http://inews.gtimg.com/newsapp_match/0/11328424847/0\"/><p>根据空客透露,该公司2019年出现亏损的主要原因是,空客公司需要支付罚款36亿欧元以及A400M中型运输机销售前景不佳导致的额外开支12亿欧元。如果没有这些额外的开支,<strong>那么</strong><strong>2019年的空客的净利润将达到34.4亿欧元,比2018年的30亿欧元增长了4.4亿欧元。</strong></p><p>那么是什么造成了这些额外开支呢?只能说美国为了波音,也是操碎了心。据金十数据此前了解到,<strong>为防止空客趁波音陷入危机之际,取代波音在全球客机制造业中的地位,</strong>去年,美国就欧盟补贴空客一事向WTO提起诉讼,最终WTO判决美国胜诉,并赋予美国多收欧盟75亿欧元商品进口费用的权限。<strong>这使得空客失去了欧盟一大笔补贴。</strong></p><img src=\"http://inews.gtimg.com/newsapp_match/0/11328424256/0\"/><p>此外,<strong>据</strong><strong>2月2日中新网援引欧联社的消息,</strong><strong>为使美国与英法两国停止调查空客的贿赂丑闻,空客答应向其支付</strong><strong>36亿欧元的和解金。</strong>而12亿欧元的额外开支则是由于A400M中型运输机应用了许多先进技术,却忽略了最受客户重视的成本控制,许多零部件成本都很高。寥寥的订单,也加剧了空客该机型成本的上升。</p><p>不过,尽管2019年财务首次出现亏损,但<strong>空客承诺,该公司飞机制造和交付业务仍在稳步发展,</strong><strong>2020年将持续提高营业利润</strong><strong>。</strong>继2019年商用飞机交付量达到863架后,2020年空客的飞机交付数量将上升至880架商用飞机,有望创下新的最高纪录。不过,如果其最大对手波音能在2020年重新冲出停飞困境,重新登临全球客机龙头,空客的目标能否实现还是一个未知数。</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>波音1月创纪录零订单,最大对手却声称净亏损13.6亿欧元,为何?</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波音1月创纪录零订单,最大对手却声称净亏损13.6亿欧元,为何?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-02-14 20:12 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202002142042507a423270&s=b><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>自波音最畅销机型737MAX造成两起空难,造成346人罹难后,不仅世界各国对该机型进行停飞处理,各大航空公司也纷纷取消订单,转而购买空客A380机型以及中国的C919等先进客机。波音原总裁米伦伯格更是因此失去CEO的位置,卡尔霍顿正式接任,收拾波音的“烂摊子”。波音1月创纪录零订单,空客却称2019净亏损13.6亿欧元新任总裁卡尔霍顿已于1月13日走马上任,并且烧起了“新官上任的六把火”,确定了...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202002142042507a423270&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/db65f3d4f6f7c47bb1a0c9e744a2fd64","relate_stocks":{"BA":"波音"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202002142042507a423270&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2011748776","content_text":"自波音最畅销机型737MAX造成两起空难,造成346人罹难后,不仅世界各国对该机型进行停飞处理,各大航空公司也纷纷取消订单,转而购买空客A380机型以及中国的C919等先进客机。波音原总裁米伦伯格更是因此失去CEO的位置,卡尔霍顿正式接任,收拾波音的“烂摊子”。波音1月创纪录零订单,空客却称2019净亏损13.6亿欧元新任总裁卡尔霍顿已于1月13日走马上任,并且烧起了“新官上任的六把火”,确定了波音事故机型737MAX安全复飞、重建客户信任等六大目标,力图快速解决波音的困局。波音换帅未来是否真能挽回客户,还是一个未知数,但是可以肯定的是,近期波音还是无法摆脱困境,据英媒报道,1月份波音订单为零,这对全球客机龙头来说显然是创纪录了。与波音零订单相反,其最大的竞争对手空客,却是订单不断。据空客消息,1月份,空客累计收获274架商用飞机订单,创下15年来1月订单最高纪录。而其主打机型A380也在去年年底正式取代波音的737MAX,成为全球最畅销的机型。可以说,波音陷入危机后,空客可谓是最大的赢家。在737MAX受到各国批准复飞之前,大部分航空公司会倾向于避免购买波音飞机,纷纷转向空客。这使得空客包揽了波音流失的大部分订单。按照常理,空客2019年的整体情况应该是赚得盆满钵满的。然而空客不仅没有,而且还打破了连续10年盈利的记录,首次出现亏损现象。根据空客最新发布的2019年度财报显示,2019年空客净亏损高达13.6亿欧元。那么为什么空客在波音失利,正应该营业额飞涨之际,却出现巨大亏损现象呢?波音失利,最大赢家空客为何出现巨额亏损根据空客透露,该公司2019年出现亏损的主要原因是,空客公司需要支付罚款36亿欧元以及A400M中型运输机销售前景不佳导致的额外开支12亿欧元。如果没有这些额外的开支,那么2019年的空客的净利润将达到34.4亿欧元,比2018年的30亿欧元增长了4.4亿欧元。那么是什么造成了这些额外开支呢?只能说美国为了波音,也是操碎了心。据金十数据此前了解到,为防止空客趁波音陷入危机之际,取代波音在全球客机制造业中的地位,去年,美国就欧盟补贴空客一事向WTO提起诉讼,最终WTO判决美国胜诉,并赋予美国多收欧盟75亿欧元商品进口费用的权限。这使得空客失去了欧盟一大笔补贴。此外,据2月2日中新网援引欧联社的消息,为使美国与英法两国停止调查空客的贿赂丑闻,空客答应向其支付36亿欧元的和解金。而12亿欧元的额外开支则是由于A400M中型运输机应用了许多先进技术,却忽略了最受客户重视的成本控制,许多零部件成本都很高。寥寥的订单,也加剧了空客该机型成本的上升。不过,尽管2019年财务首次出现亏损,但空客承诺,该公司飞机制造和交付业务仍在稳步发展,2020年将持续提高营业利润。继2019年商用飞机交付量达到863架后,2020年空客的飞机交付数量将上升至880架商用飞机,有望创下新的最高纪录。不过,如果其最大对手波音能在2020年重新冲出停飞困境,重新登临全球客机龙头,空客的目标能否实现还是一个未知数。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1087,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":934686613,"gmtCreate":1574257923932,"gmtModify":1704727577029,"author":{"id":"3463623273296582","authorId":"3463623273296582","name":"纳斯达克反指王","avatar":"https://static.tigerbbs.com/823dd328936b9983203c566bbf5c54af","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3463623273296582","idStr":"3463623273296582"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>感觉蔚来需要一款爆款车,显然es6、es8目前来看都还不够走上量","text":"$蔚来(NIO)$感觉蔚来需要一款爆款车,显然es6、es8目前来看都还不够走上量","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/936401710","isVote":1,"tweetType":1,"viewCount":2443,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3485308320815638","authorId":"3485308320815638","name":"西西糯米","avatar":"https://static.tigerbbs.com/6bcb1b3022f8182d1f0fb527f83ea66d","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3485308320815638","idStr":"3485308320815638"},"content":"现在买NIO的基本是家庭第二辆车,需求是空间。入门级轿车竞争比大型SUV还要激烈,不一定大卖。很多年轻人的第一辆梦想之车无论如何要BBA这种,当你拥有了,你才会考虑NIO作为第二辆车。","text":"现在买NIO的基本是家庭第二辆车,需求是空间。入门级轿车竞争比大型SUV还要激烈,不一定大卖。很多年轻人的第一辆梦想之车无论如何要BBA这种,当你拥有了,你才会考虑NIO作为第二辆车。","html":"现在买NIO的基本是家庭第二辆车,需求是空间。入门级轿车竞争比大型SUV还要激烈,不一定大卖。很多年轻人的第一辆梦想之车无论如何要BBA这种,当你拥有了,你才会考虑NIO作为第二辆车。"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":308690765,"gmtCreate":1603956260757,"gmtModify":1703831380589,"author":{"id":"3463623273296582","authorId":"3463623273296582","name":"纳斯达克反指王","avatar":"https://static.tigerbbs.com/823dd328936b9983203c566bbf5c54af","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463623273296582","authorIdStr":"3463623273296582"},"themes":[],"htmlText":"投资日记,day:20/10/29目前持有:<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a><a href=\"https://laohu8.com/S/CCL\">$嘉年华邮轮(CCL)$</a>三只股票及英特尔长期call。NIO:自12.5重仓后持有至今,基于波动考虑在低段再入一小部分。长期持有,除非NIO自身基本面发生改变或者市场对于电动智能汽车估值体系发生改变。INTC:小英今年是有够弱的,在7nm延期半年暴跌后48入了正股和200618的50call,好不容易慢慢反弹到54,一波财报直接打回亏损;小英的PE是很完美,但是市场喜欢AMD明显强于它,而且目前可见范围内,未来技术水平上反超AMD仍未可见。近期AMD收购赛灵思、NVDA收购ARM及小英开始做自己的显卡可见,未来三家在U的硬件领域尤其是数据中心和AI领域好好厮杀一番;而基于CPU、GPU硬件的通用性,即使后续小英补上了技术差距,只要AMD不再卖拖拉机,CPU市场两家竞争局面将长期存在,故认为AMD仍将继续瓜分小英份额,因为竞争的获利者是市场和使用者。所以打算趁着AMD股票收购赛灵思下跌时将INTC转成AMD,理由是看好AMD的成长性大于英特尔的反弹力度。CCL:14入的CCL,比较简单粗暴的逻辑,疫情目前的发展已经很明朗了,全世界都在等疫苗,邮轮航空股在近两个月疫苗结果公布并大规模使用后将会迎来一波反弹,航空股目前估值已经反弹一部分了,而邮轮还在相对底部,选择龙头CCL也是比较稳妥的方法。欢迎大家指正思路和分享信息","listText":"投资日记,day:20/10/29目前持有:<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a><a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a><a href=\"https://laohu8.com/S/CCL\">$嘉年华邮轮(CCL)$</a>三只股票及英特尔长期call。NIO:自12.5重仓后持有至今,基于波动考虑在低段再入一小部分。长期持有,除非NIO自身基本面发生改变或者市场对于电动智能汽车估值体系发生改变。INTC:小英今年是有够弱的,在7nm延期半年暴跌后48入了正股和200618的50call,好不容易慢慢反弹到54,一波财报直接打回亏损;小英的PE是很完美,但是市场喜欢AMD明显强于它,而且目前可见范围内,未来技术水平上反超AMD仍未可见。近期AMD收购赛灵思、NVDA收购ARM及小英开始做自己的显卡可见,未来三家在U的硬件领域尤其是数据中心和AI领域好好厮杀一番;而基于CPU、GPU硬件的通用性,即使后续小英补上了技术差距,只要AMD不再卖拖拉机,CPU市场两家竞争局面将长期存在,故认为AMD仍将继续瓜分小英份额,因为竞争的获利者是市场和使用者。所以打算趁着AMD股票收购赛灵思下跌时将INTC转成AMD,理由是看好AMD的成长性大于英特尔的反弹力度。CCL:14入的CCL,比较简单粗暴的逻辑,疫情目前的发展已经很明朗了,全世界都在等疫苗,邮轮航空股在近两个月疫苗结果公布并大规模使用后将会迎来一波反弹,航空股目前估值已经反弹一部分了,而邮轮还在相对底部,选择龙头CCL也是比较稳妥的方法。欢迎大家指正思路和分享信息","text":"投资日记,day:20/10/29目前持有:$蔚来(NIO)$$英特尔(INTC)$$嘉年华邮轮(CCL)$三只股票及英特尔长期call。NIO:自12.5重仓后持有至今,基于波动考虑在低段再入一小部分。长期持有,除非NIO自身基本面发生改变或者市场对于电动智能汽车估值体系发生改变。INTC:小英今年是有够弱的,在7nm延期半年暴跌后48入了正股和200618的50call,好不容易慢慢反弹到54,一波财报直接打回亏损;小英的PE是很完美,但是市场喜欢AMD明显强于它,而且目前可见范围内,未来技术水平上反超AMD仍未可见。近期AMD收购赛灵思、NVDA收购ARM及小英开始做自己的显卡可见,未来三家在U的硬件领域尤其是数据中心和AI领域好好厮杀一番;而基于CPU、GPU硬件的通用性,即使后续小英补上了技术差距,只要AMD不再卖拖拉机,CPU市场两家竞争局面将长期存在,故认为AMD仍将继续瓜分小英份额,因为竞争的获利者是市场和使用者。所以打算趁着AMD股票收购赛灵思下跌时将INTC转成AMD,理由是看好AMD的成长性大于英特尔的反弹力度。CCL:14入的CCL,比较简单粗暴的逻辑,疫情目前的发展已经很明朗了,全世界都在等疫苗,邮轮航空股在近两个月疫苗结果公布并大规模使用后将会迎来一波反弹,航空股目前估值已经反弹一部分了,而邮轮还在相对底部,选择龙头CCL也是比较稳妥的方法。欢迎大家指正思路和分享信息","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":10,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/308690765","isVote":1,"tweetType":1,"viewCount":13062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303116976,"gmtCreate":1603005108095,"gmtModify":1703828466929,"author":{"id":"3463623273296582","authorId":"3463623273296582","name":"纳斯达克反指王","avatar":"https://static.tigerbbs.com/823dd328936b9983203c566bbf5c54af","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463623273296582","authorIdStr":"3463623273296582"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/002594\">$比亚迪(002594)$</a>BYD的电动化确有核心技术,但是车辆智能互联化仍然还停留在传统汽车范畴","text":"$蔚来(NIO)$我的理解,新能源汽车真正的核心其实是互联化、智能化,而不是电动化。否则光换个动力系统的事,汽车仍然逃不出工业产品的命、智能化和互联化使汽车从工业产品转向了智能产品。所以车企的估值才会远区别于传统车企;这个也可以解释为什么蔚来几千辆销量的估值能去追赶上BYD、特斯拉能值4000亿。$比亚迪(002594)$BYD的电动化确有核心技术,但是车辆智能互联化仍然还停留在传统汽车范畴","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":10,"repostSize":0,"link":"https://laohu8.com/post/303116976","isVote":1,"tweetType":1,"viewCount":7668,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494333322268969","authorId":"3494333322268969","name":"吼吼猴","avatar":"https://static.tigerbbs.com/9879d95015ad32b56c533f1f2ac07584","crmLevel":2,"crmLevelSwitch":0,"idStr":"3494333322268969","authorIdStr":"3494333322268969"},"content":"比亚迪不是跟华为合作了系统?不了解具体情况不做评价","text":"比亚迪不是跟华为合作了系统?不了解具体情况不做评价","html":"比亚迪不是跟华为合作了系统?不了解具体情况不做评价"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":944268145,"gmtCreate":1597041694087,"gmtModify":1704214098304,"author":{"id":"3463623273296582","authorId":"3463623273296582","name":"纳斯达克反指王","avatar":"https://static.tigerbbs.com/823dd328936b9983203c566bbf5c54af","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463623273296582","authorIdStr":"3463623273296582"},"themes":[],"htmlText":"<a 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