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你没嘻嘻哈哈

你没嘻嘻哈哈

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IP属地：广东

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你没嘻嘻哈哈

06-27

什么情况，业绩好还下跌，业绩不好也下跌，全贫一张嘴，什么指引，扯淡

Micron Drops 7% After Forecast Fails to Meet Lofty Expectations

你没嘻嘻哈哈

02-22

$Roku Inc(ROKU)$ 天天跌，垃圾股

你没嘻嘻哈哈

02-20

这篇文章不错，转发给大家看看

抱歉，原内容已删除

你没嘻嘻哈哈

02-15

垃圾吧，不罚他

网约车公司 Lyft 财报多写一个 0，股价经历过山车飙升后又回落

你没嘻嘻哈哈

2023-12-07

万能的社区，有人知道现在公司股票英文咨询用啥翻译软件

你没嘻嘻哈哈

2023-09-25

不错

@33_Tiger:做时间的朋友 - 写给每个美股新朋友

你没嘻嘻哈哈

2023-01-23

看了一下前面交易记录，为啥kala买时1160股，卖时候总共只有46股（全部清仓kala），太坑了吧？谁帮我解答一下

你没嘻嘻哈哈

2022-06-07

$奥罗拉大麻公司(ACB)$下单为啥产生借款，啥意思

你没嘻嘻哈哈

2022-03-13

会爆发吗？

辉瑞Paxlovid药片下周获准仿制，最快将于12月前供应

你没嘻嘻哈哈

2022-02-11

$辉瑞(PFE)$每次都是盘前跌

你没嘻嘻哈哈

2022-02-08

预估，有用吗？按实际出发呀，瞎搞

抱歉，原内容已删除

你没嘻嘻哈哈

2022-01-26

$微软(MSFT)$搞鸡儿，财报利好还跌得厉害

你没嘻嘻哈哈

2022-01-22

利好，为啥跌跌不休

抱歉，原内容已删除

你没嘻嘻哈哈

2022-01-04

$辉瑞(PFE)$垃圾，为啥跌

你没嘻嘻哈哈

2018-12-06

$惠普企业(HPE)$啥情况，难道和华为有关

你没嘻嘻哈哈

2018-11-02

$红帽(RHT)$天天双杀

你没嘻嘻哈哈

2018-09-01

$安霸(AMBA)$ 真尼玛奇葩

去老虎APP查看更多动态

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Those areas are only beginning to recover from a historic slump last year.</p><p>The shares fell about 7% in extended trading. Micron had rallied 67% this year before the close, lifted by investor expectations that it will be one of the main beneficiaries of AI spending.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0b3730969e16ccaecc4271c503c5cc10\" tg-width=\"845\" tg-height=\"837\"/></p><p>In the third quarter, which ended May 30, Micron’s revenue rose 82% to $6.81 billion. The Boise, Idaho-based company reported a profit of 62 cents a share, excluding certain items. That compares with estimated sales of $6.67 billion and a projected profit of 50 cents a share.</p><p>In a slide presentation, the company said that PC unit volumes remain on track to increase by a percentage in the low single digits in calendar 2024. Smartphone units will gain by a low- to mid-single-digit range. The company expects AI features to help spur demand for phones and PCs heading into 2025.</p><p>Chief Executive Officer Sanjay Mehrotra has promised that 2024 will mark a rebound for the industry, and that 2025 will see record sales levels. AI will drive demand for expensive chips that are more difficult to make and use an outsized portion of production resources. That should reduce the risk of future inventory gluts — a longtime bane of the memory industry.</p><p>Micron sells a vital component of AI hardware — high-bandwidth memory — giving it a boost from the surge in AI spending. The company’s parts work with processors from Nvidia Corp., which has become the world’s most valuable chipmaker thanks to insatiable demand for its products. The memory can serve up information more quickly, helping computing systems develop and run AI models.</p><p>AI models are created by bombarding software with information. The process can involve trillions of parameters and is highly reliant on memory semiconductors. In order to avoid bottlenecks and keep expensive processors working flat out, Micron and its competitors have developed chips that communicate with other components much faster than traditional memory.</p><p>Micron competes with South Korea’s Samsung Electronics Co. and SK Hynix Inc. in selling chips that provide short-term memory in computers and phones. They also makes flash memory, which handles longer-term storage in those devices.</p></body></html>","source":"yahoofinance","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>Micron Drops 7% After Forecast Fails to Meet Lofty Expectations</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; 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}\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\">\nMicron Drops 7% After Forecast Fails to Meet Lofty Expectations\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-27 06:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/micron-drops-forecast-fails-meet-202226173.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Micron Technology Inc., the largest US maker of computer memory chips, declined in late trading after its forecast failed to meet the sky-high expectations of some investors. Fiscal ...</p>\n\n<a href=\"https://finance.yahoo.com/news/micron-drops-forecast-fails-meet-202226173.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","BK4527":"明星科技股","BK4579":"人工智能","BK4588":"碎股","BK4141":"半导体产品","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","BK4512":"苹果概念","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","BK4575":"芯片概念","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4532":"文艺复兴科技持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4553":"喜马拉雅资本持仓","LU0056508442.USD":"贝莱德世界科技基金A2","BK4585":"ETF&股票定投概念","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团"},"source_url":"https://finance.yahoo.com/news/micron-drops-forecast-fails-meet-202226173.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2446441923","content_text":"(Bloomberg) -- Micron Technology Inc., the largest US maker of computer memory chips, declined in late trading after its forecast failed to meet the sky-high expectations of some investors. Fiscal fourth-quarter sales will be $7.4 billion to $7.8 billion, the company said in a statement Wednesday. While the average analyst estimate was $7.58 billion, some projections were above $8 billion. Profit will be about $1.08 a share, minus certain items, versus a projection of $1.02.Though Micron is getting a boost from the AI computing boom, demand is still sluggish in its traditional markets, such as personal computers and smartphones. Those areas are only beginning to recover from a historic slump last year.The shares fell about 7% in extended trading. Micron had rallied 67% this year before the close, lifted by investor expectations that it will be one of the main beneficiaries of AI spending.In the third quarter, which ended May 30, Micron’s revenue rose 82% to $6.81 billion. The Boise, Idaho-based company reported a profit of 62 cents a share, excluding certain items. That compares with estimated sales of $6.67 billion and a projected profit of 50 cents a share.In a slide presentation, the company said that PC unit volumes remain on track to increase by a percentage in the low single digits in calendar 2024. Smartphone units will gain by a low- to mid-single-digit range. The company expects AI features to help spur demand for phones and PCs heading into 2025.Chief Executive Officer Sanjay Mehrotra has promised that 2024 will mark a rebound for the industry, and that 2025 will see record sales levels. AI will drive demand for expensive chips that are more difficult to make and use an outsized portion of production resources. That should reduce the risk of future inventory gluts — a longtime bane of the memory industry.Micron sells a vital component of AI hardware — high-bandwidth memory — giving it a boost from the surge in AI spending. The company’s parts work with processors from Nvidia Corp., which has become the world’s most valuable chipmaker thanks to insatiable demand for its products. The memory can serve up information more quickly, helping computing systems develop and run AI models.AI models are created by bombarding software with information. The process can involve trillions of parameters and is highly reliant on memory semiconductors. In order to avoid bottlenecks and keep expensive processors working flat out, Micron and its competitors have developed chips that communicate with other components much faster than traditional memory.Micron competes with South Korea’s Samsung Electronics Co. and SK Hynix Inc. in selling chips that provide short-term memory in computers and phones. They also makes flash memory, which handles longer-term storage in those devices.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":276504536363232,"gmtCreate":1708534375415,"gmtModify":1708534455300,"author":{"id":"3463959459277747","authorId":"3463959459277747","name":"你没嘻嘻哈哈","avatar":"https://static.tigerbbs.com/753dd6d0b5f61c94cfec3ad5db89c123","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463959459277747","authorIdStr":"3463959459277747"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ROKU\">$Roku Inc(ROKU)$ &nbsp;</a>天天跌，垃圾股","listText":"<a href=\"https://laohu8.com/S/ROKU\">$Roku Inc(ROKU)$ &nbsp;</a>天天跌，垃圾股","text":"$Roku Inc(ROKU)$ 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15:31","market":"hk","language":"zh","title":"网约车公司 Lyft 财报多写一个 0，股价经历过山车飙升后又回落","url":"https://stock-news.laohu8.com/highlight/detail?id=2411599588","media":"IT之家","summary":"IT之家 2 月 15 日消息，美国网约车公司 Lyft 于本周发布 2023 年财报，由于一个拼写错误多打了一个 0，导致股价一度飙升近 70%。财报最初显示 Lyft 的 2024 年利润率将提高 500 个基点，即 5%，远远超出投资者预期，因此股价一路飙升。Lyft 首席财务官 Erin Brewer 随后在公司电话会议上纠正，公司预期 2024 年利润率涨...","content":"<div>\n<p>IT之家 2 月 15 日消息，美国网约车公司 Lyft 于本周发布 2023 年财报，由于一个拼写错误多打了一个 0，导致股价一度飙升近 70%。\n财报最初显示 Lyft 的 2024 年利润率将提高 500 个基点，即 5%，远远超出投资者预期，因此股价一路飙升。Lyft 首席财务官 Erin Brewer 随后在公司电话会议上纠正，公司预期 2024 年利润率涨幅实际是 50 个基点，即 ...</p>\n\n<a href=\"https://new.qq.com/rain/a/20240215A03VQF00\">Web Link</a>\n\n</div>\n","source":"tencent_tech","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\" 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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网约车公司 Lyft 财报多写一个 0，股价经历过山车飙升后又回落\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-15 15:31 北京时间&nbsp;&nbsp;&nbsp;<a href=https://new.qq.com/rain/a/20240215A03VQF00><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT之家 2 月 15 日消息，美国网约车公司 Lyft 于本周发布 2023 年财报，由于一个拼写错误多打了一个 0，导致股价一度飙升近 70%。\n财报最初显示 Lyft 的 2024 年利润率将提高 500 个基点，即 5%，远远超出投资者预期，因此股价一路飙升。Lyft 首席财务官 Erin Brewer 随后在公司电话会议上纠正，公司预期 2024 年利润率涨幅实际是 50 个基点，即 ...</p>\n\n<a href=\"https://new.qq.com/rain/a/20240215A03VQF00\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://inews.gtimg.com/om_ls/OpE6udMuIy1Ahz2uT4kv2xvY0j7wpSc97Oh4-JLUkrj3cAA_294195/0","relate_stocks":{"LYFT":"Lyft, Inc."},"source_url":"https://new.qq.com/rain/a/20240215A03VQF00","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2411599588","content_text":"IT之家 2 月 15 日消息，美国网约车公司 Lyft 于本周发布 2023 年财报，由于一个拼写错误多打了一个 0，导致股价一度飙升近 70%。\n财报最初显示 Lyft 的 2024 年利润率将提高 500 个基点，即 5%，远远超出投资者预期，因此股价一路飙升。Lyft 首席财务官 Erin Brewer 随后在公司电话会议上纠正，公司预期 2024 年利润率涨幅实际是 50 个基点，即 0.5%。\n\n\n\n截至IT之家发文，Lyft 的股价依然有着 35% 左右的稳定涨幅，原因是 Lyft 更正后的财报依然超出预期。\n报告显示，Lyft 2023 年第四季度营收为 12.25 亿美元（IT之家备注：当前约 88.32 亿元人民币），与上年同期的 11.75 亿美元相比增长 4%，与上一季度的 11.58 亿美元相比也有所增长；净亏损为 2630 万美元（当前约 1.9 亿元人民币），与上年同期的净亏损 5.881 亿美元相比大幅收窄；不计入某些一次性项目（不按照美国通用会计准则），Lyft 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- 写给每个美股新朋友","htmlText":"最近社区有个话题#为啥你亏钱#看的朋友很多，反思过去才能展望未来。 这篇标题借罗振宇老师的《时间的朋友》，我觉得投资是真正的要跟时间做朋友，这条路上的风景很美，有刺激、有平淡、有孤独、有浮躁， 但！首先你要活得够长。 进入2017年，我炒股也小十年了，美股第六年。运气很好，经历过闭着眼睛都赚钱的年份。但也亲眼看着$Facebook(FB)$从38刀上市破发、到腰斩再从18刀一路走到现在；见识过昔日明星股GTAT一夜暴跌90%+；全程跟踪了奇虎等中概股从上市到退市。 今天想跟初入美股的朋友谈谈我炒股这些年见过的坑、亏过的钱，以及总结的一些“新手必知”。赚钱的方式很多，每个投资人最终都会形成自己的交易体系，前提是要活下来，而亏钱的原因大致雷同。 查理芒格说：“如果你知道会死在什么地方，就不要去那个地方。” PS：这篇文章仅限给初入坑的朋友扫盲，美股老司机已经形成自己的交易体系就不用看啦！ 1，毛票/低价股 不要碰！永远都不要碰！ 珍惜生命，远离毛票！ 太多人说过了！但是我仍然觉得可以作为第一个重点。 毛票指股价不足1美元的股票，（实际我泛指低价股），这些股票是绝对的妖股，每天上下波动百分之几十常有，不是说大家都赚不到这个波动的钱，但是作为新手，这就是赌博、扔骰子，可能你运气好，赌对了一两次，但是千万不要有一种盲目自信以为自己运气好到能总猜对。 首先，毛票往往伴随着退市和破产的风险： 纳斯达克交易所规定，上市公司每股价格不足$1，且这种状态持续30个交易日，纳斯达克将发出警告，被警告的公司如果在警告发出的90天内，仍然不能采取相应的措施进行自救（比如说合股），将被停止交易，转到粉单市场交易。 有很多低价股公司通常面临债务或者业务上各种各样的问题，这样的公司极有可能破产。公司破产会有两种情况：1、直接破产，普通股变成废纸；2、申请破产保护，股票进入粉单。这个 @vision 写过一","listText":"最近社区有个话题#为啥你亏钱#看的朋友很多，反思过去才能展望未来。 这篇标题借罗振宇老师的《时间的朋友》，我觉得投资是真正的要跟时间做朋友，这条路上的风景很美，有刺激、有平淡、有孤独、有浮躁， 但！首先你要活得够长。 进入2017年，我炒股也小十年了，美股第六年。运气很好，经历过闭着眼睛都赚钱的年份。但也亲眼看着$Facebook(FB)$从38刀上市破发、到腰斩再从18刀一路走到现在；见识过昔日明星股GTAT一夜暴跌90%+；全程跟踪了奇虎等中概股从上市到退市。 今天想跟初入美股的朋友谈谈我炒股这些年见过的坑、亏过的钱，以及总结的一些“新手必知”。赚钱的方式很多，每个投资人最终都会形成自己的交易体系，前提是要活下来，而亏钱的原因大致雷同。 查理芒格说：“如果你知道会死在什么地方，就不要去那个地方。” PS：这篇文章仅限给初入坑的朋友扫盲，美股老司机已经形成自己的交易体系就不用看啦！ 1，毛票/低价股 不要碰！永远都不要碰！ 珍惜生命，远离毛票！ 太多人说过了！但是我仍然觉得可以作为第一个重点。 毛票指股价不足1美元的股票，（实际我泛指低价股），这些股票是绝对的妖股，每天上下波动百分之几十常有，不是说大家都赚不到这个波动的钱，但是作为新手，这就是赌博、扔骰子，可能你运气好，赌对了一两次，但是千万不要有一种盲目自信以为自己运气好到能总猜对。 首先，毛票往往伴随着退市和破产的风险： 纳斯达克交易所规定，上市公司每股价格不足$1，且这种状态持续30个交易日，纳斯达克将发出警告，被警告的公司如果在警告发出的90天内，仍然不能采取相应的措施进行自救（比如说合股），将被停止交易，转到粉单市场交易。 有很多低价股公司通常面临债务或者业务上各种各样的问题，这样的公司极有可能破产。公司破产会有两种情况：1、直接破产，普通股变成废纸；2、申请破产保护，股票进入粉单。这个 @vision 写过一","text":"最近社区有个话题#为啥你亏钱#看的朋友很多，反思过去才能展望未来。 这篇标题借罗振宇老师的《时间的朋友》，我觉得投资是真正的要跟时间做朋友，这条路上的风景很美，有刺激、有平淡、有孤独、有浮躁， 但！首先你要活得够长。 进入2017年，我炒股也小十年了，美股第六年。运气很好，经历过闭着眼睛都赚钱的年份。但也亲眼看着$Facebook(FB)$从38刀上市破发、到腰斩再从18刀一路走到现在；见识过昔日明星股GTAT一夜暴跌90%+；全程跟踪了奇虎等中概股从上市到退市。 今天想跟初入美股的朋友谈谈我炒股这些年见过的坑、亏过的钱，以及总结的一些“新手必知”。赚钱的方式很多，每个投资人最终都会形成自己的交易体系，前提是要活下来，而亏钱的原因大致雷同。 查理芒格说：“如果你知道会死在什么地方，就不要去那个地方。” PS：这篇文章仅限给初入坑的朋友扫盲，美股老司机已经形成自己的交易体系就不用看啦！ 1，毛票/低价股 不要碰！永远都不要碰！ 珍惜生命，远离毛票！ 太多人说过了！但是我仍然觉得可以作为第一个重点。 毛票指股价不足1美元的股票，（实际我泛指低价股），这些股票是绝对的妖股，每天上下波动百分之几十常有，不是说大家都赚不到这个波动的钱，但是作为新手，这就是赌博、扔骰子，可能你运气好，赌对了一两次，但是千万不要有一种盲目自信以为自己运气好到能总猜对。 首先，毛票往往伴随着退市和破产的风险： 纳斯达克交易所规定，上市公司每股价格不足$1，且这种状态持续30个交易日，纳斯达克将发出警告，被警告的公司如果在警告发出的90天内，仍然不能采取相应的措施进行自救（比如说合股），将被停止交易，转到粉单市场交易。 有很多低价股公司通常面临债务或者业务上各种各样的问题，这样的公司极有可能破产。公司破产会有两种情况：1、直接破产，普通股变成废纸；2、申请破产保护，股票进入粉单。这个 @vision 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href=\"https://laohu8.com/S/ACB\">$奥罗拉大麻公司(ACB)$</a>下单为啥产生借款，啥意思","listText":"<a href=\"https://laohu8.com/S/ACB\">$奥罗拉大麻公司(ACB)$</a>下单为啥产生借款，啥意思","text":"$奥罗拉大麻公司(ACB)$下单为啥产生借款，啥意思","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/617715220","isVote":1,"tweetType":1,"viewCount":3897,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635499516,"gmtCreate":1647177006369,"gmtModify":1647177006369,"author":{"id":"3463959459277747","authorId":"3463959459277747","name":"你没嘻嘻哈哈","avatar":"https://static.tigerbbs.com/753dd6d0b5f61c94cfec3ad5db89c123","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463959459277747","authorIdStr":"3463959459277747"},"themes":[],"htmlText":"会爆发吗？","listText":"会爆发吗？","text":"会爆发吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635499516","repostId":"2219404832","repostType":2,"repost":{"id":"2219404832","kind":"highlight","pubTimestamp":1647144990,"share":"https://www.laohu8.com/m/news/2219404832?lang=&edition=full","pubTime":"2022-03-13 12:16","market":"us","language":"zh","title":"辉瑞Paxlovid药片下周获准仿制，最快将于12月前供应","url":"https://stock-news.laohu8.com/highlight/detail?id=2219404832","media":"华尔街见闻","summary":"在与辉瑞达成许可协议四个月后，联合国支持的药品专利池组织（Medicines PatentPool, MPP）计划于下周公布将要生产辉瑞新冠口服特效药paxlovid的仿制药制造商名单，不过由于生产和","content":"<html><head></head><body><p>在与<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>达成许可协议四个月后，联合国支持的药品专利池组织（Medicines PatentPool, MPP）计划于下周公布将要生产辉瑞新冠口服特效药paxlovid的仿制药制造商名单，不过由于生产和监管方面的障碍，世界部分地区可能要等待一年的时间才能获得该药物。</p><p><b>MPP称，制药商可能准备在今年12月前提供第一批Paxlovid药片。分析公司Airfinity估计，更大的数量可能要到2023年5月才能进入市场。</b></p><p>去年11月辉瑞宣布，其新冠口服药Paxlovid在临床试验中将轻度和中度患者住院或死亡概率降低89%，由于高疗效，预计对这种药物的需求将超过供应。</p><p>目前为止，一些较富裕的国家已经获得了辉瑞Paxlovid约四分之一的初始供应。这给辉瑞和其他公司带来了越来越大的压力，要求他们加快在难以获得疫苗的低收入国家推出Paxlovid。</p><p>而今年1月，已有27家药企获准仿制<a href=\"https://laohu8.com/S/MRK\">默沙东</a>新冠口服药——MPP宣布与它们达成协议，将为全球105个国家或地区生产及供应高质量、可负担的默沙东口服抗新冠病毒药物Molnupiravir仿制药，<b>其中五家中国药企入围。</b></p><p>辉瑞公司发言人Kit Longley表示，辉瑞正在“集中努力和资源，以最大限度提高总体供应”。Longley在一封电子邮件中说，该公司已与包括低收入国家在内的 100 多个国家进行了接洽，并正在与世卫组织合作，分享有关其治疗、定价和供应方面的信息。</p><p>Paxlovid 由两片药片组成。其中一片是尼马瑞韦片（nirmatrelvir），是一种新药，旨在抑制SARS-CoV-2蛋白，以阻止病毒复制；另一片是利托那韦(ritonavir)，可减缓尼马瑞韦的分解，以帮助其在较高浓度下在体内保持更长时间的活性。</p><h2>制药商生产辉瑞药物预计会更加困难</h2><p>与默沙东的molnupiravir相比，辉瑞Paxlovid似乎是一种更有效的抗病毒药物。</p><p>默沙东去年底公布，其新冠特效药molnupiravir后期试验显示，能将死亡和住院机率降低一半。不过，随后分析显示，此药疗效只有30%，低于预期。在美国和英国，默沙东的新冠特效药molnupiravir都处于“替补”的位置。医疗人员纷纷表示除非其他新冠药物失败或者被认为不适合病人，才会考虑molnupiravir。</p><p>但与默沙东特效药相比，制药商生产自己的辉瑞药物预计会更加困难。</p><p>根据MPP，<b>关于辉瑞联合疗法中的新药nirmatrelvir的公开信息相对有限，制造商不得不等待许可及获得辉瑞的原始产品。</b></p><p>MPP执行董事查尔斯·戈尔(Charles Gore)表示，有一些不可避免的障碍和复杂性需要时间来解决，包括监管机构的批准，以及证明辉瑞这种药物可以随着时间的推移保持其特性。</p><p>据彭博，英国利物浦大学高级研究员安德鲁·希尔(Andrew Hill)表示，<b>制造Paxlovid的另一个潜在挑战是获取原材料。据Airfinity数据，该药生产过程需要从全球供应商大量采购38种不同的原料和试剂。</b>虽然目前还没有任何已知的短缺，但未来可能会存在瓶颈。</p><p>希尔补充说，尽管辉瑞承诺扩大其药物的可获得性，<b>但鉴于新冠疫情发展轨迹的不确定性，一些制造商也不确定需求和能否收回成本。</b></p><p>辉瑞已经采取措施扩大其药物的可获得性。除了签署许可协议，并承诺不会从低收入国家的销售中收取特许权使用费外，该公司还表示，在疫情期间，它将采用分层定价体系，富裕国家支付更多费用。据非洲官员说，该公司还达成了向非洲供货的初步协议。</p><p><b>辉瑞已经将2022年Paxlovid的产量预计提高到1.2亿疗程，并计划今年在美国交付2000万疗程。</b>Airfinity数据显示，英国购买了约275万疗程，另外1000万疗程将用于低收入国家。</p><p>尽管如此，健康倡导者仍呼吁该公司向发展中国家分配更多疗程，并将Paxlovid提供给评估其与其他新冠特效药联合使用的研究人员。他们说，许多国家的新冠病毒检测能力可能不够，这也可能带来一个问题，因为Paxlovid需在症状开始后不超过5天内服用。</p></body></html>","source":"wallstreetcn_api","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>辉瑞Paxlovid药片下周获准仿制，最快将于12月前供应</title>\n<style 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href=\"https://wallstreetcn.com/articles/3654085\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f2bb9162f10407908b68d91c8d440880","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4568":"美国抗疫概念","BK4581":"高盛持仓","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4007":"制药","PFE":"辉瑞"},"source_url":"https://wallstreetcn.com/articles/3654085","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2219404832","content_text":"在与辉瑞达成许可协议四个月后，联合国支持的药品专利池组织（Medicines PatentPool, MPP）计划于下周公布将要生产辉瑞新冠口服特效药paxlovid的仿制药制造商名单，不过由于生产和监管方面的障碍，世界部分地区可能要等待一年的时间才能获得该药物。MPP称，制药商可能准备在今年12月前提供第一批Paxlovid药片。分析公司Airfinity估计，更大的数量可能要到2023年5月才能进入市场。去年11月辉瑞宣布，其新冠口服药Paxlovid在临床试验中将轻度和中度患者住院或死亡概率降低89%，由于高疗效，预计对这种药物的需求将超过供应。目前为止，一些较富裕的国家已经获得了辉瑞Paxlovid约四分之一的初始供应。这给辉瑞和其他公司带来了越来越大的压力，要求他们加快在难以获得疫苗的低收入国家推出Paxlovid。而今年1月，已有27家药企获准仿制默沙东新冠口服药——MPP宣布与它们达成协议，将为全球105个国家或地区生产及供应高质量、可负担的默沙东口服抗新冠病毒药物Molnupiravir仿制药，其中五家中国药企入围。辉瑞公司发言人Kit Longley表示，辉瑞正在“集中努力和资源，以最大限度提高总体供应”。Longley在一封电子邮件中说，该公司已与包括低收入国家在内的 100 多个国家进行了接洽，并正在与世卫组织合作，分享有关其治疗、定价和供应方面的信息。Paxlovid 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Hill)表示，制造Paxlovid的另一个潜在挑战是获取原材料。据Airfinity数据，该药生产过程需要从全球供应商大量采购38种不同的原料和试剂。虽然目前还没有任何已知的短缺，但未来可能会存在瓶颈。希尔补充说，尽管辉瑞承诺扩大其药物的可获得性，但鉴于新冠疫情发展轨迹的不确定性，一些制造商也不确定需求和能否收回成本。辉瑞已经采取措施扩大其药物的可获得性。除了签署许可协议，并承诺不会从低收入国家的销售中收取特许权使用费外，该公司还表示，在疫情期间，它将采用分层定价体系，富裕国家支付更多费用。据非洲官员说，该公司还达成了向非洲供货的初步协议。辉瑞已经将2022年Paxlovid的产量预计提高到1.2亿疗程，并计划今年在美国交付2000万疗程。Airfinity数据显示，英国购买了约275万疗程，另外1000万疗程将用于低收入国家。尽管如此，健康倡导者仍呼吁该公司向发展中国家分配更多疗程，并将Paxlovid提供给评估其与其他新冠特效药联合使用的研究人员。他们说，许多国家的新冠病毒检测能力可能不够，这也可能带来一个问题，因为Paxlovid需在症状开始后不超过5天内服用。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1934,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631825332,"gmtCreate":1644589952158,"gmtModify":1644589952158,"author":{"id":"3463959459277747","authorId":"3463959459277747","name":"你没嘻嘻哈哈","avatar":"https://static.tigerbbs.com/753dd6d0b5f61c94cfec3ad5db89c123","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463959459277747","authorIdStr":"3463959459277747"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a>搞鸡儿，财报利好还跌得厉害","text":"$微软(MSFT)$搞鸡儿，财报利好还跌得厉害","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639945278","isVote":1,"tweetType":1,"viewCount":1231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":348454,"gmtCreate":1544111514725,"gmtModify":1704783050128,"author":{"id":"3463959459277747","authorId":"3463959459277747","name":"你没嘻嘻哈哈","avatar":"https://static.tigerbbs.com/753dd6d0b5f61c94cfec3ad5db89c123","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463959459277747","authorIdStr":"3463959459277747"},"themes":[],"htmlText":"$惠普企业(HPE)$啥情况，难道和华为有关","listText":"$惠普企业(HPE)$啥情况，难道和华为有关","text":"$惠普企业(HPE)$啥情况，难道和华为有关","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/348454","isVote":1,"tweetType":1,"viewCount":3310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695945239,"gmtCreate":1641309444910,"gmtModify":1641309797593,"author":{"id":"3463959459277747","authorId":"3463959459277747","name":"你没嘻嘻哈哈","avatar":"https://static.tigerbbs.com/753dd6d0b5f61c94cfec3ad5db89c123","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463959459277747","authorIdStr":"3463959459277747"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$</a>垃圾，为啥跌","listText":"<a href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$</a>垃圾，为啥跌","text":"$辉瑞(PFE)$垃圾，为啥跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/695945239","isVote":1,"tweetType":1,"viewCount":1077,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":256452,"gmtCreate":1535739350857,"gmtModify":1704772083401,"author":{"id":"3463959459277747","authorId":"3463959459277747","name":"你没嘻嘻哈哈","avatar":"https://static.tigerbbs.com/753dd6d0b5f61c94cfec3ad5db89c123","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463959459277747","authorIdStr":"3463959459277747"},"themes":[],"htmlText":"$安霸(AMBA)$ 真尼玛奇葩","listText":"$安霸(AMBA)$ 真尼玛奇葩","text":"$安霸(AMBA)$ 真尼玛奇葩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256452","isVote":1,"tweetType":1,"viewCount":1057,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321189833932888,"gmtCreate":1719445731405,"gmtModify":1719449461483,"author":{"id":"3463959459277747","authorId":"3463959459277747","name":"你没嘻嘻哈哈","avatar":"https://static.tigerbbs.com/753dd6d0b5f61c94cfec3ad5db89c123","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463959459277747","authorIdStr":"3463959459277747"},"themes":[],"htmlText":"什么情况，业绩好还下跌，业绩不好也下跌，全贫一张嘴，什么指引，扯淡","listText":"什么情况，业绩好还下跌，业绩不好也下跌，全贫一张嘴，什么指引，扯淡","text":"什么情况，业绩好还下跌，业绩不好也下跌，全贫一张嘴，什么指引，扯淡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321189833932888","repostId":"2446441923","repostType":2,"repost":{"id":"2446441923","kind":"highlight","pubTimestamp":1719442670,"share":"https://www.laohu8.com/m/news/2446441923?lang=&edition=full","pubTime":"2024-06-27 06:57","market":"us","language":"en","title":"Micron Drops 7% After Forecast Fails to Meet Lofty Expectations","url":"https://stock-news.laohu8.com/highlight/detail?id=2446441923","media":"Bloomberg","summary":" -- Micron Technology Inc., the largest US maker of computer memory chips, declined in late trading after its forecast failed to meet the sky-high expectations of some investors.YouTuberDr Disrespect Was Allegedly Kicked Off Twitch for MessagingMinor. Supreme Court Poised to Allow Emergency Abortions in Idaho. Volkswagen Invests $5 Billion in EV Startup Rivian to Form Joint Venture. FedEx Stokes Investors With Hint of a Freight Deal. Nvidia Rout Takes Breather as Traders Scour Charts for Support. Though Micron is getting a boost from the AI computing boom, demand is still sluggish in its traditional markets, such as personal computers and smartphones. Those areas are only beginning to recover from a historic slump last year.The shares fell about 8% in extended trading. Micron had rallied 67% this year before the close, lifted by investor expectations that it will be one of the main beneficiaries of AI spending.Micron competes with South Korea’s Samsung Electronics","content":"<html><head></head><body><p>(Bloomberg) -- Micron Technology Inc., the largest US maker of computer memory chips, declined in late trading after its forecast failed to meet the sky-high expectations of some investors. </p><p>Fiscal fourth-quarter sales will be $7.4 billion to $7.8 billion, the company said in a statement Wednesday. While the average analyst estimate was $7.58 billion, some projections were above $8 billion. Profit will be about $1.08 a share, minus certain items, versus a projection of $1.02.</p><p>Though Micron is getting a boost from the AI computing boom, demand is still sluggish in its traditional markets, such as personal computers and smartphones. Those areas are only beginning to recover from a historic slump last year.</p><p>The shares fell about 7% in extended trading. Micron had rallied 67% this year before the close, lifted by investor expectations that it will be one of the main beneficiaries of AI spending.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0b3730969e16ccaecc4271c503c5cc10\" tg-width=\"845\" tg-height=\"837\"/></p><p>In the third quarter, which ended May 30, Micron’s revenue rose 82% to $6.81 billion. The Boise, Idaho-based company reported a profit of 62 cents a share, excluding certain items. That compares with estimated sales of $6.67 billion and a projected profit of 50 cents a share.</p><p>In a slide presentation, the company said that PC unit volumes remain on track to increase by a percentage in the low single digits in calendar 2024. Smartphone units will gain by a low- to mid-single-digit range. The company expects AI features to help spur demand for phones and PCs heading into 2025.</p><p>Chief Executive Officer Sanjay Mehrotra has promised that 2024 will mark a rebound for the industry, and that 2025 will see record sales levels. AI will drive demand for expensive chips that are more difficult to make and use an outsized portion of production resources. That should reduce the risk of future inventory gluts — a longtime bane of the memory industry.</p><p>Micron sells a vital component of AI hardware — high-bandwidth memory — giving it a boost from the surge in AI spending. The company’s parts work with processors from Nvidia Corp., which has become the world’s most valuable chipmaker thanks to insatiable demand for its products. The memory can serve up information more quickly, helping computing systems develop and run AI models.</p><p>AI models are created by bombarding software with information. The process can involve trillions of parameters and is highly reliant on memory semiconductors. In order to avoid bottlenecks and keep expensive processors working flat out, Micron and its competitors have developed chips that communicate with other components much faster than traditional memory.</p><p>Micron competes with South Korea’s Samsung Electronics Co. and SK Hynix Inc. in selling chips that provide short-term memory in computers and phones. They also makes flash memory, which handles longer-term storage in those devices.</p></body></html>","source":"yahoofinance","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>Micron Drops 7% After Forecast Fails to Meet Lofty Expectations</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; 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}\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\">\nMicron Drops 7% After Forecast Fails to Meet Lofty Expectations\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-27 06:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://finance.yahoo.com/news/micron-drops-forecast-fails-meet-202226173.html><strong>Bloomberg</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>(Bloomberg) -- Micron Technology Inc., the largest US maker of computer memory chips, declined in late trading after its forecast failed to meet the sky-high expectations of some investors. Fiscal ...</p>\n\n<a href=\"https://finance.yahoo.com/news/micron-drops-forecast-fails-meet-202226173.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","BK4527":"明星科技股","BK4579":"人工智能","BK4588":"碎股","BK4141":"半导体产品","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","BK4512":"苹果概念","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","BK4575":"芯片概念","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4532":"文艺复兴科技持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4553":"喜马拉雅资本持仓","LU0056508442.USD":"贝莱德世界科技基金A2","BK4585":"ETF&股票定投概念","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团"},"source_url":"https://finance.yahoo.com/news/micron-drops-forecast-fails-meet-202226173.html","is_english":true,"share_image_url":"https://static.laohu8.com/5f26f4a48f9cb3e29be4d71d3ba8c038","article_id":"2446441923","content_text":"(Bloomberg) -- Micron Technology Inc., the largest US maker of computer memory chips, declined in late trading after its forecast failed to meet the sky-high expectations of some investors. Fiscal fourth-quarter sales will be $7.4 billion to $7.8 billion, the company said in a statement Wednesday. While the average analyst estimate was $7.58 billion, some projections were above $8 billion. Profit will be about $1.08 a share, minus certain items, versus a projection of $1.02.Though Micron is getting a boost from the AI computing boom, demand is still sluggish in its traditional markets, such as personal computers and smartphones. Those areas are only beginning to recover from a historic slump last year.The shares fell about 7% in extended trading. Micron had rallied 67% this year before the close, lifted by investor expectations that it will be one of the main beneficiaries of AI spending.In the third quarter, which ended May 30, Micron’s revenue rose 82% to $6.81 billion. The Boise, Idaho-based company reported a profit of 62 cents a share, excluding certain items. That compares with estimated sales of $6.67 billion and a projected profit of 50 cents a share.In a slide presentation, the company said that PC unit volumes remain on track to increase by a percentage in the low single digits in calendar 2024. Smartphone units will gain by a low- to mid-single-digit range. The company expects AI features to help spur demand for phones and PCs heading into 2025.Chief Executive Officer Sanjay Mehrotra has promised that 2024 will mark a rebound for the industry, and that 2025 will see record sales levels. AI will drive demand for expensive chips that are more difficult to make and use an outsized portion of production resources. That should reduce the risk of future inventory gluts — a longtime bane of the memory industry.Micron sells a vital component of AI hardware — high-bandwidth memory — giving it a boost from the surge in AI spending. The company’s parts work with processors from Nvidia Corp., which has become the world’s most valuable chipmaker thanks to insatiable demand for its products. The memory can serve up information more quickly, helping computing systems develop and run AI models.AI models are created by bombarding software with information. The process can involve trillions of parameters and is highly reliant on memory semiconductors. In order to avoid bottlenecks and keep expensive processors working flat out, Micron and its competitors have developed chips that communicate with other components much faster than traditional memory.Micron competes with South Korea’s Samsung Electronics Co. and SK Hynix Inc. in selling chips that provide short-term memory in computers and phones. They also makes flash memory, which handles longer-term storage in those devices.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":275919158886408,"gmtCreate":1708402125035,"gmtModify":1708402126497,"author":{"id":"3463959459277747","authorId":"3463959459277747","name":"你没嘻嘻哈哈","avatar":"https://static.tigerbbs.com/753dd6d0b5f61c94cfec3ad5db89c123","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463959459277747","authorIdStr":"3463959459277747"},"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/275919158886408","repostId":"1142974079","repostType":4,"repost":{"id":"1142974079","kind":"news","pubTimestamp":1708399730,"share":"https://www.laohu8.com/m/news/1142974079?lang=&edition=full","pubTime":"2024-02-20 11:28","market":"us","language":"zh","title":"AI芯片的世界大战！奥特曼求助美国政府，孙正义急筹千亿美元豪赌","url":"https://stock-news.laohu8.com/highlight/detail?id=1142974079","media":"新智元","summary":"AI已经成为了未来科技发展的关键支点，而AI芯片便是驱动行业发展的新能源。","content":"<html><head></head><body><p>在这个时代，AI已经成为了未来科技发展的关键支点，而AI芯片便是驱动行业发展的新能源。</p><p style=\"text-align: start;\">为了挑战英伟达，行业大佬们甚至计划从零开始，重新构建AI芯片行业。</p><p style=\"text-align: start;\">当所有人还在讨论Altman的7万亿芯片帝国是否应该存在时，他已经坐到美国政府谈判桌前，寻求政策上的支持了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2107a8f6c4acf4e46dd0697cc865e56d\" tg-width=\"750\" tg-height=\"503\"/></p><p style=\"text-align: start;\">如果Altman要向中东的投资者寻求融资，或者和现在芯片制造巨头台积电，三星进行合作，没有美国政府的绿灯，事情都很难推动。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2667888e4656836aa3e7998745934507\" tg-width=\"750\" tg-height=\"173\"/></p><p style=\"text-align: start;\">但Altman已经是华盛顿官员的老熟人了，他多次在国会宣传AI计划。而和他会面过的政府官员都对他都称赞不已。</p><p style=\"text-align: start;\">根据外媒曝料，Altman已经和美国商务部长吉娜·雷蒙多见过面，讨论了相关的问题，并进一步希望会见其他相关的政府官员。</p><p style=\"text-align: start;\">而且商务部官员已经就OpenAI向中东资本寻求融资的计划进行了内部讨论。</p><p style=\"text-align: start;\">OpenAI也在一份声明中称：</p><p style=\"text-align: start;\">「OpenAI就增加芯片、能源和数据中心的全球基础设施和供应链进行了富有成效的讨论，这对人工智能和其他相关的行业至关重要。」</p><p style=\"text-align: start;\">Altman还在考虑是否重新成立一家独立于OpenAI的新公司进入AI芯片行业。如果计划最终能够最终落地，可能会引发反垄断问题。</p><p style=\"text-align: start;\">这就是为什么该计划在推进之前需要美国政府批准的部分原因。</p><p style=\"text-align: start;\">而且，一旦Altman要向阿联酋财富基金等实体寻求投资，交易就很有可能会受到美国外国投资委员会的审查。</p><p style=\"text-align: start;\">如果Altman「再造一个芯片行业」的计划真的被提上日程，那么必然和美国之前通过的《芯片法案》相关的内容产生冲突。</p><p style=\"text-align: start;\">至少现在看来，建立万亿芯片帝国的第一步就已经是困难重重。</p><p style=\"text-align: start;\">挑战英伟达，孙正义筹集1000亿美元豪赌AI芯片</p><p style=\"text-align: start;\">而除了Sam Altman之外，孙正义也在打AI芯片市场的主意。</p><p style=\"text-align: start;\">软银集团创始人孙正义正寻求高达1000亿美元资金，打造一家能与英伟达竞争的芯片公司，专注于生产对AI至关重要的半导体。</p><p style=\"text-align: start;\">这个项目被称为「Izanagi」（伊邪那岐），意味着孙正义在软银大幅减少对初创企业投资后，又再次决定尝试投资关键赛道的初创企业。</p><p style=\"text-align: start;\">据知情人士透露，他希望新公司能与他之前投资的Arm Holdings并肩作战，共同打造一个AI芯片帝国。</p><p style=\"text-align: start;\">据悉，软银自己会投入300亿美元，另外700亿美元可能来自中东的投资者。</p><p style=\"text-align: start;\">如果孙正义的计划得以实现，这将成为继ChatGPT问世以来，AI领域最大的一笔投资。这甚至超过微软对OpenAI超过100亿美元的投资。</p><p style=\"text-align: start;\">项目之所以命名为「Izanagi」，不仅因为它是日本神话中创世的神祗，而且还蕴含了「通用人工智能（AGI）」的首字母。</p><p style=\"text-align: start;\">而对于AGI的追求，孙正义并不是一个跟风者。</p><p style=\"text-align: start;\">孙正义长期以来一直预言，一个充满比人类更智能的机器的世界将会更加安全、健康和快乐。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62e7873c5face10884f53b13a4e92b1f\" tg-width=\"750\" tg-height=\"500\"/></p><p style=\"text-align: start;\">项目的资金来源和具体的投资方式尚在讨论中，没有最后确定。</p><p style=\"text-align: start;\">据悉，孙正义在探索多种投资方案和策略，希望能在扩大Arm在AI市场中的影响力，并研究不同类型的下一代芯片。</p><p style=\"text-align: start;\">所以这1000亿美元的投资，是继续押注Arm，还是成立新的公司，还没有明确的说法。</p><p style=\"text-align: start;\">而且之前曾经有媒体曝出，孙正义与OpenAI的Sam Altman曾讨论过合作筹资进行半导体制造，但结果似乎不太理想。</p><p style=\"text-align: start;\">所以「Izanagi」项目与Altman的计划是完全独立的。</p><p style=\"text-align: start;\">没乘上东风，AI芯片独角兽Graphcore被迫「卖身」</p><p style=\"text-align: start;\">然而，想要抛开英伟达另起炉灶并不容易。</p><p style=\"text-align: start;\">据业内人士透露，英国芯片领域的佼佼者Graphcore，由于未能如期从AI的快速发展中获得收益，目前正在与一些大型科技公司讨论可能的交易，从而筹集新的资金来填补巨大的亏损。</p><p style=\"text-align: start;\">与此同时，公司的主要投资者也大幅提高了他们对公司股份的估值，这可能预示着交易额将超过5亿美元（约合4亿英镑）。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01a6bb3048d745895068509981d73321\" tg-width=\"750\" tg-height=\"179\"/></p><p style=\"text-align: start;\">传闻的潜在买家包括英国Arm、日本科技巨头SoftBank以及ChatGPT背后的创业公司OpenAI。</p><p style=\"text-align: start;\">目前还没有详细的出售计划流出，而且出售公司的计划似乎与公司新一轮的独立融资谈判同时进行。</p><p style=\"text-align: start;\">而出售计划主要是因为其股东对于之前所持Graphcore股份的估值变化推断出来的。</p><p style=\"text-align: start;\">几周后，它将Graphcore股份的估值翻了一番多，分析人士推测这可能与公司的出售有关。</p><p style=\"text-align: start;\">据一位投资者估计，这将Graphcore的估值定在了5.28亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f240e4e1ffec491f39ee515267b50db7\" tg-width=\"750\" tg-height=\"470\"/></p><p style=\"text-align: start;\">成立之初，Graphcore便试图以其专攻AI领域的芯片，挑战英伟达等行业巨头。</p><p style=\"text-align: start;\">但实际情况却是，公司的收入不仅在去年下降了46%，而且亏损还在持续扩大，甚至在筹集资金方面还遇到了困难。</p><p style=\"text-align: start;\">Graphcore表示，其2022年的亏损增加了11%，达到2.046亿美元，而收入从500万美元下降到了270万美元。此外，公司在年末时手头只有1.57亿美元的现金了。</p><p style=\"text-align: start;\">此前，Graphcore已从包括微软和红杉资本在内的投资者那里筹集了超过7亿美元的资金，并在2020年底最后一次筹资时估值达到了28亿美元。</p><p style=\"text-align: start;\">然而，根据在英国公司注册处提交的账目，公司原本预计去年第三季度完成一轮新的融资，但迄今为止没有公开披露任何融资信息。</p><p style=\"text-align: start;\">目前，为了降低成本，Graphcore已经进行了裁员并关闭了国际办公室。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f98dff835d35ef91f6602285a193248a\" tg-width=\"750\" tg-height=\"422\"/></p><p style=\"text-align: start;\">相比起来，老大哥英伟达则在AI革命期间需求激增，市值更是超过了亚马逊和谷歌，达到了1.8万亿美元，成为世界第三大科技公司。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4a8db9b3ec54603e35dc2a54410f0e61\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","source":"lsy1569730104218","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>AI芯片的世界大战！奥特曼求助美国政府，孙正义急筹千亿美元豪赌</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{ 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}\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\">\nAI芯片的世界大战！奥特曼求助美国政府，孙正义急筹千亿美元豪赌\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-20 11:28 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/blockchain/2024-02-20/doc-inairynp1714679.shtml><strong>新智元</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在这个时代，AI已经成为了未来科技发展的关键支点，而AI芯片便是驱动行业发展的新能源。为了挑战英伟达，行业大佬们甚至计划从零开始，重新构建AI芯片行业。当所有人还在讨论Altman的7万亿芯片帝国是否应该存在时，他已经坐到美国政府谈判桌前，寻求政策上的支持了。如果Altman要向中东的投资者寻求融资，或者和现在芯片制造巨头台积电，三星进行合作，没有美国政府的绿灯，事情都很难推动。但Altman已经...</p>\n\n<a href=\"https://finance.sina.com.cn/blockchain/2024-02-20/doc-inairynp1714679.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/4c414cc4892bd96bb904eb99d3769cb4","relate_stocks":{"NVDA":"英伟达","SFTBY":"软银集团","AMD":"美国超微公司"},"source_url":"https://finance.sina.com.cn/blockchain/2024-02-20/doc-inairynp1714679.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1142974079","content_text":"在这个时代，AI已经成为了未来科技发展的关键支点，而AI芯片便是驱动行业发展的新能源。为了挑战英伟达，行业大佬们甚至计划从零开始，重新构建AI芯片行业。当所有人还在讨论Altman的7万亿芯片帝国是否应该存在时，他已经坐到美国政府谈判桌前，寻求政策上的支持了。如果Altman要向中东的投资者寻求融资，或者和现在芯片制造巨头台积电，三星进行合作，没有美国政府的绿灯，事情都很难推动。但Altman已经是华盛顿官员的老熟人了，他多次在国会宣传AI计划。而和他会面过的政府官员都对他都称赞不已。根据外媒曝料，Altman已经和美国商务部长吉娜·雷蒙多见过面，讨论了相关的问题，并进一步希望会见其他相关的政府官员。而且商务部官员已经就OpenAI向中东资本寻求融资的计划进行了内部讨论。OpenAI也在一份声明中称：「OpenAI就增加芯片、能源和数据中心的全球基础设施和供应链进行了富有成效的讨论，这对人工智能和其他相关的行业至关重要。」Altman还在考虑是否重新成立一家独立于OpenAI的新公司进入AI芯片行业。如果计划最终能够最终落地，可能会引发反垄断问题。这就是为什么该计划在推进之前需要美国政府批准的部分原因。而且，一旦Altman要向阿联酋财富基金等实体寻求投资，交易就很有可能会受到美国外国投资委员会的审查。如果Altman「再造一个芯片行业」的计划真的被提上日程，那么必然和美国之前通过的《芯片法案》相关的内容产生冲突。至少现在看来，建立万亿芯片帝国的第一步就已经是困难重重。挑战英伟达，孙正义筹集1000亿美元豪赌AI芯片而除了Sam Altman之外，孙正义也在打AI芯片市场的主意。软银集团创始人孙正义正寻求高达1000亿美元资金，打造一家能与英伟达竞争的芯片公司，专注于生产对AI至关重要的半导体。这个项目被称为「Izanagi」（伊邪那岐），意味着孙正义在软银大幅减少对初创企业投资后，又再次决定尝试投资关键赛道的初创企业。据知情人士透露，他希望新公司能与他之前投资的Arm Holdings并肩作战，共同打造一个AI芯片帝国。据悉，软银自己会投入300亿美元，另外700亿美元可能来自中东的投资者。如果孙正义的计划得以实现，这将成为继ChatGPT问世以来，AI领域最大的一笔投资。这甚至超过微软对OpenAI超过100亿美元的投资。项目之所以命名为「Izanagi」，不仅因为它是日本神话中创世的神祗，而且还蕴含了「通用人工智能（AGI）」的首字母。而对于AGI的追求，孙正义并不是一个跟风者。孙正义长期以来一直预言，一个充满比人类更智能的机器的世界将会更加安全、健康和快乐。项目的资金来源和具体的投资方式尚在讨论中，没有最后确定。据悉，孙正义在探索多种投资方案和策略，希望能在扩大Arm在AI市场中的影响力，并研究不同类型的下一代芯片。所以这1000亿美元的投资，是继续押注Arm，还是成立新的公司，还没有明确的说法。而且之前曾经有媒体曝出，孙正义与OpenAI的Sam 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