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穿越迷雾

穿越迷雾

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2020-09-16

是要环球账户才能买期权吗

@妮豆的大只哥哥:年初疫情回不了学校，在家无聊 3月底充了10000刀整，5个多月了，现在才84000刀，还踏空了nio，我太难受了。主要还是做正股，最近才用一些仓位玩一下期权，感受一下三维交易模型的魅力。后面目标是150000刀，刚好100万。 $哔哩哔哩(BILI)$$Sea Ltd(SE)$$Zoom(ZM)$

2020-08-03

这篇文章不错，转发给大家看

@柳下惠的气质:卧槽，曾经我的三万股苹果fb和纳斯达克指数。我不瞎几把乱搞的话。至少值2000万美元了[捂脸][捂脸]。痛心疾首。才过不到三年啊[流泪][流泪][流泪][流泪][流泪]@Seven8 @爱发红包的虎妞 @gugu @话题虎

2020-07-30

苹果这种公司，适合底部跨式策略吧

2020-07-21

$万事达(MA)$和visa哪个强

2020-07-14

$苹果(AAPL)$怎么样

2020-07-13

$阿里巴巴(BABA)$看不懂

2020-07-10

$Adobe(ADBE)$这个走势稳

2020-06-29

这篇文章不错，转发给大家看

@扑克投资家:制造的天花板：聊聊台积电和中芯国际的未来抉择

2020-06-26

$好市多(COST)$.横盘啊

2020-06-24

$波音(BA)$不看好

2020-06-24

$星巴克(SBUX)$值得未来拿五年吗

2020-06-24

这篇文章不错，转发给大家看

抱歉，原内容已删除

2020-06-24

$亚马逊(AMZN)$等机会上车

2020-06-23

$好市多(COST)$不如科技公司强势

2020-06-23

$麦当劳(MCD)$老巴那么喜欢可乐，为什么不重仓麦当劳

2020-06-23

$家得宝(HD)$这种算零售行业吗？牛股啊

2020-06-23

$腾讯控股ADR(TCEHY)$买港股的好，还是买这个好

2020-06-20

你大爷还是你大爷

抱歉，原内容已删除

2020-06-08

$美国航空(AAL)$牛，这是泡沫吗

2020-06-08

这篇文章不错，转发给大家看

@stockgod:纪念自己的人生第一桶金以及一些未来的思考

去老虎APP查看更多动态

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href=\"https://laohu8.com/U/3502767768442965\">@话题虎</a>","text":"卧槽，曾经我的三万股苹果fb和纳斯达克指数。我不瞎几把乱搞的话。至少值2000万美元了[捂脸][捂脸]。痛心疾首。才过不到三年啊[流泪][流泪][流泪][流泪][流泪]@Seven8@爱发红包的虎妞@gugu@话题虎","images":[{"img":"https://static.tigerbbs.com/e65a02bbd6589addc2e3b9f3e28a528e","width":"1242","height":"2688"},{"img":"https://static.tigerbbs.com/dd6dc24900073ed3ae3bb39f57fa6034","width":"1242","height":"2208"},{"img":"https://static.tigerbbs.com/6cabea594a49460d0e8b9a9502786393","width":"1242","height":"2688"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/942406684","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1751,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":942974932,"gmtCreate":1596061919226,"gmtModify":1704210828149,"author":{"id":"3464750387172889","authorId":"3464750387172889","name":"穿越迷雾","avatar":"https://static.tigerbbs.com/3fe3f67244c6bdbbb47c9bef32e879be","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3464750387172889","authorIdStr":"3464750387172889"},"themes":[],"htmlText":"苹果这种公司，适合底部跨式策略吧","listText":"苹果这种公司，适合底部跨式策略吧","text":"苹果这种公司，适合底部跨式策略吧","images":[{"img":"https://static.tigerbbs.com/891a506f11c2d140b973d4f8c7371e43","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/942974932","isVote":1,"tweetType":1,"viewCount":1812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":948128030,"gmtCreate":1595296423120,"gmtModify":1704208400330,"author":{"id":"3464750387172889","authorId":"3464750387172889","name":"穿越迷雾","avatar":"https://static.tigerbbs.com/3fe3f67244c6bdbbb47c9bef32e879be","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3464750387172889","authorIdStr":"3464750387172889"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MA\">$万事达(MA)$</a>和visa哪个强","listText":"<a href=\"https://laohu8.com/S/MA\">$万事达(MA)$</a>和visa哪个强","text":"$万事达(MA)$和visa哪个强","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/948128030","isVote":1,"tweetType":1,"viewCount":1631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":943722908,"gmtCreate":1594721033104,"gmtModify":1704206500935,"author":{"id":"3464750387172889","authorId":"3464750387172889","name":"穿越迷雾","avatar":"https://static.tigerbbs.com/3fe3f67244c6bdbbb47c9bef32e879be","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3464750387172889","authorIdStr":"3464750387172889"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>怎么样","listText":"<a 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href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a>看不懂","text":"$阿里巴巴(BABA)$看不懂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/943680560","isVote":1,"tweetType":1,"viewCount":1526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":943902449,"gmtCreate":1594356284081,"gmtModify":1704205343803,"author":{"id":"3464750387172889","authorId":"3464750387172889","name":"穿越迷雾","avatar":"https://static.tigerbbs.com/3fe3f67244c6bdbbb47c9bef32e879be","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3464750387172889","authorIdStr":"3464750387172889"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ADBE\">$Adobe(ADBE)$</a>这个走势稳","listText":"<a 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我们要承认台积电在商业领域的专业性，在台积电的财报里面，他们总是会在开头强调台积电的核心价值：“诚信正直，承诺，创新，客户信任”。 我们也要相信台积电是一家对客户负责任，并且又富有创新能力的公司， 这也是台积电能做到今日占全球代工市场份额超过50%之惊人成就的原因。 一家商业公司，如果不能做到对客户负责，是不可能做大做强的。 因此台积电在120天缓冲期，必然会尽力为华为生产尽量多的芯片，给与华为支持。 同时也必然会向美国政府提出申诉，力争能够继续向华为供货。 但是做产线去美化，台积电在逻辑上是没有动力的，因为这尽管表面上不违反美国的禁令，但是却违背了美国制裁华为的本意，也是损害美国半导体生产设备厂家的利益的。 对于作为商业公司的台积电来说，损失华为只是损失了2019年销售额的14%，而如果得罪了美国，则可能会危及到自身100%的销售额，毕竟美国不管是半导体设备和材料技术，还是对台湾的政治影响，以及军事能力，都有绝对的优势。 14%与100%，即使从成就客户的角度，台积电作为一家商业公司很容易做出选择，为什么要为了华为一个客户，而让其他客户承担风险呢？ 更何况，华为的14%其实是可以被其他厂家填补的，毕竟台积电作为全球芯片制造技术最为领先的公司，并不太需要为订单发愁，只要他的技术和管理还是业界领先的话。 即使台积电发现，自己有能力在技术上推动上游厂家去美化，从而获得为华为供货的机会，并且发现美国也根本无法在技术上遏制住自己所有的正常生产制造","text":"编 辑 | 张旖旎 作 者 | 深圳宁南山 来 源 | 宁南山 今天简单聊一聊中芯国际和台积电， 面对美国对华为的制裁会怎么做，以下只是一点想法和思考。 我们先说台积电，台积电会为了华为建立去美化产线吗？ 台积电由于地处台湾地区，而不是在中国大陆，这注定让其能做到的极限就是一家对客户负责的商业公司。 我们要承认台积电在商业领域的专业性，在台积电的财报里面，他们总是会在开头强调台积电的核心价值：“诚信正直，承诺，创新，客户信任”。 我们也要相信台积电是一家对客户负责任，并且又富有创新能力的公司， 这也是台积电能做到今日占全球代工市场份额超过50%之惊人成就的原因。 一家商业公司，如果不能做到对客户负责，是不可能做大做强的。 因此台积电在120天缓冲期，必然会尽力为华为生产尽量多的芯片，给与华为支持。 同时也必然会向美国政府提出申诉，力争能够继续向华为供货。 但是做产线去美化，台积电在逻辑上是没有动力的，因为这尽管表面上不违反美国的禁令，但是却违背了美国制裁华为的本意，也是损害美国半导体生产设备厂家的利益的。 对于作为商业公司的台积电来说，损失华为只是损失了2019年销售额的14%，而如果得罪了美国，则可能会危及到自身100%的销售额，毕竟美国不管是半导体设备和材料技术，还是对台湾的政治影响，以及军事能力，都有绝对的优势。 14%与100%，即使从成就客户的角度，台积电作为一家商业公司很容易做出选择，为什么要为了华为一个客户，而让其他客户承担风险呢？ 更何况，华为的14%其实是可以被其他厂家填补的，毕竟台积电作为全球芯片制造技术最为领先的公司，并不太需要为订单发愁，只要他的技术和管理还是业界领先的话。 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