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剑桥奶茶大战明州强东
2022-01-08
浑水拿高途说事儿,这是在欺负股民都是傻子吗。但凡关心教育行业的人都知道,高途现在的股价和浑水没一毛钱关系。
抱歉,原内容已删除
剑桥奶茶大战明州强东
2021-06-02
$优信(UXIN)$
这是变成妖股了吧
剑桥奶茶大战明州强东
2021-03-12
[冷漠] [冷漠] [冷漠] [冷漠]
调查显示:37%的美国成年人根据马斯克推文进行投资
剑桥奶茶大战明州强东
2020-06-13
$达达集团(DADA)$
开启死股之路。股价一路跌,低成交量,等彻底没几个人玩的时候变身妖股。
$房多多(DUO)$
$金融界(JRJC)$
剑桥奶茶大战明州强东
2020-06-12
$特斯拉(TSLA)$
这跳楼跳的精彩
剑桥奶茶大战明州强东
2020-06-10
$房多多(DUO)$
这个涨幅还有大量0成交。诱多控盘,财报后割韭菜,策略也太明显了一点。公司的经验不足啊,找了个啥游资。
剑桥奶茶大战明州强东
2020-06-01
美国各种暴乱,难道不该影响股市吗?消费、广告、汽车……什么的
$谷歌(GOOG)$
$Facebook(FB)$
$苹果(AAPL)$
$阿里巴巴-SW(09988)$
$特斯拉(TSLA)$
剑桥奶茶大战明州强东
2020-05-28
$蔚来(NIO)$
蔚来汽车第一季度营收13.7亿元,市场预期16.7亿元,去年同期16.31亿元。第一季度净亏损17.23亿元,市场预期亏损22.5亿元,去年同期亏损26.5亿元;第一季度调整后每ADS亏损1.6元
剑桥奶茶大战明州强东
2020-05-28
$趣头条(QTT)$
垃圾信息你还没折腾明白呢,抽出精力去搞工作餐?!
剑桥奶茶大战明州强东
2020-05-27
$亚马逊(AMZN)$
领跌全场吗?
剑桥奶茶大战明州强东
2020-05-21
$小米集团-W(01810)$
这次财报不错吧,没有高开低走
剑桥奶茶大战明州强东
2020-05-19
$小米集团-W(01810)$
突然一飞冲天……我抛在了12.4……[呆住] [呆住] [呆住] [呆住]
剑桥奶茶大战明州强东
2020-05-19
$美图公司(01357)$ 垃圾呀,当初割肉跑掉的决定真的是明智
剑桥奶茶大战明州强东
2020-05-19
橡树资本是空头吗
橡树资本:一旦美联储的支持撤了,你我都得接盘
剑桥奶茶大战明州强东
2020-05-19
董事长对AI财经社说,以14nm工艺为例,包含1000道工序,国内能做大约100道工序。国内差距太大了
打压升级后,华为的海思保卫战
剑桥奶茶大战明州强东
2020-05-14
$3M(MMM)$
好久没看了。这沙雕公司还派息。该感到高兴吗?
剑桥奶茶大战明州强东
2020-05-07
$美团点评-W(03690)$
真抗跌啊。资本市场也太看好美团这个互联网+的公司了。q2季报一定很惨的呀。
剑桥奶茶大战明州强东
2020-05-07
$乐信(LX)$
我看vc们还在继续减持股票吧。市场还在消化疫情带来的坏账率上升和大股东们减持。大家觉得会跌到几块?我猜是5块。
剑桥奶茶大战明州强东
2020-05-05
$特斯拉(TSLA)$
这个股票真是神经病啊
剑桥奶茶大战明州强东
2020-05-01
$特斯拉(TSLA)$
领跌纳指,精彩。769,又补早了
去老虎APP查看更多动态
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href=\"https://finance.sina.com.cn/tech/2021-03-12/doc-ikkntiak9449417.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/5818fd33ddc59213d9222e7c44f0afd4","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://finance.sina.com.cn/tech/2021-03-12/doc-ikkntiak9449417.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1137623828","content_text":"据报道,全球消费者研究平台Piplsay最新一项研究显示,超过1/3的美国成年人曾根据特斯拉CEO埃隆·马斯克(Elon Musk)的推文,进行过投资或考虑进行投资。\n众所周知,马斯克最近成为了数字加密货币和股票交易界极具影响力的明星。通过向4870万粉丝发布推文,马斯克还影响了市场走势。Piplsay的最新研究显示,马斯克的推文也影响了一些美国成年人的投资习惯。\n这项调查于今年2月6日至8日在美国各地进行,Piplsay收到了30400名年龄在18岁及以上的人群的在线回复。37%的受访者表示,他们曾根据马斯克的推文进行过投资,或考虑进行投资。\n上述数据的收集时间,正值马斯克在Twitter上随意开玩笑,并导致数字加密货币“狗狗币”(Dogecoin)价格大幅飙升。此外,特斯拉在2月8日还宣布,已购买价值15亿美元的比特币。\n有报道称,马斯克在Twitter上频繁提及金融信息,已经激怒了美国监管机构。与此同时,数字加密货币价格的波动,似乎也影响了特斯拉的市场地位。上个月,在比特币经历了有史以来最大的一次价格下跌后,特斯拉股价也随之下跌25%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":952537385,"gmtCreate":1592005748747,"gmtModify":1704198028164,"author":{"id":"3482300599859481","authorId":"3482300599859481","name":"剑桥奶茶大战明州强东","avatar":"https://static.tigerbbs.com/68c7c422bf8e00a7e124dead37064f20","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DADA\">$达达集团(DADA)$</a>开启死股之路。股价一路跌,低成交量,等彻底没几个人玩的时候变身妖股。<a 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[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/959848066","isVote":1,"tweetType":1,"viewCount":1732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":959840760,"gmtCreate":1589869036550,"gmtModify":1704190911442,"author":{"id":"3482300599859481","authorId":"3482300599859481","name":"剑桥奶茶大战明州强东","avatar":"https://static.tigerbbs.com/68c7c422bf8e00a7e124dead37064f20","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$美图公司(01357)$ 垃圾呀,当初割肉跑掉的决定真的是明智","listText":"$美图公司(01357)$ 垃圾呀,当初割肉跑掉的决定真的是明智","text":"$美图公司(01357)$ 垃圾呀,当初割肉跑掉的决定真的是明智","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/959840760","isVote":1,"tweetType":1,"viewCount":875,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":959822028,"gmtCreate":1589860601764,"gmtModify":1704190889892,"author":{"id":"3482300599859481","authorId":"3482300599859481","name":"剑桥奶茶大战明州强东","avatar":"https://static.tigerbbs.com/68c7c422bf8e00a7e124dead37064f20","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"橡树资本是空头吗","listText":"橡树资本是空头吗","text":"橡树资本是空头吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/959822028","repostId":"1110613366","repostType":4,"repost":{"id":"1110613366","pubTimestamp":1589856273,"share":"https://www.laohu8.com/m/news/1110613366?lang=&edition=full","pubTime":"2020-05-19 10:44","market":"us","language":"zh","title":"橡树资本:一旦美联储的支持撤了,你我都得接盘","url":"https://stock-news.laohu8.com/highlight/detail?id=1110613366","media":"智通财经","summary":"橡树资本联席董事长霍华德马克斯(Howard Marks)近日对媒体称,尽管美联储一直在支撑企业债价格,但这种支持只是暂时的,当美联储最终不可避免地撤退的时候,压力将席卷信贷市场。\n他在接受媒体采访时","content":"<p>橡树资本联席董事长霍华德马克斯(Howard Marks)近日对媒体称,尽管美联储一直在支撑企业债价格,但这种支持只是暂时的,<b>当美联储最终不可避免地撤退的时候,压力将席卷信贷市场。</b></p>\n<p>他在接受媒体采访时表示:美联储可以永远这么支撑下去吗?我们这些市场人士认为,要不是因为美联储的主导,股票和债券根本无法以目前的价格卖出去。所以<b>如果美联储撤了,我们都得接盘</b>,<b>但我认为不会是在目前这种价格水平上。</b></p>\n<p><img src=\"https://static.tigerbbs.com/f12c2c20866954c2abf7878cd5fe3781\" tg-width=\"1200\" tg-height=\"675\"></p>\n<p>这就是决策者面临的两难选择。</p>\n<p>面对大萧条以来最严重的经济崩溃,美联储采取了前所未有的措施来帮助大型企业雇主维持经营,包括3月23日公布的两项规模合计达7500亿美元的公司信贷工具。这样大规模的干预导致<b>投资级和垃圾级债券双双需求大涨</b>。这项工具已经启用,若资金耗尽,不清楚会发生什么结果。</p>\n<p>一些投资者认为,美联储将无限提供流动性,以证明股债价格的合理。换句话说,就是不能与美联储对抗。</p>\n<p><img src=\"https://static.tigerbbs.com/634f51d4dadbdabe0cdca6f79afd9c02\" tg-width=\"1200\" tg-height=\"675\"></p>\n<p>但霍华德马克斯不认同这种看法。</p>\n<p>他预计,<b>经济将从公共卫生事件中缓慢复苏,然后陷入停滞。</b>未来也许几个月后,当企业借款人的资金用尽时,将出现大量的债务违约和破产。他称,美国政府和美联储的救助计划不太可能保护一些大型高杠杆的企业和投资工具。</p>\n<p>他表示,3月中信贷市场低迷的时候,橡树资本曾非常积极地买进,但自从美联储宣布干预市场后就撤了回来。虽然美联储会承诺买入投资级债券和最近降至垃圾级的债券,但没有将这种支持扩大到信用度较低的发行人。</p>\n<p>霍华德马克斯说,<b>从理论上讲,美联储可以这样做的。如果他们大举买入,他们可以让所有市场上涨。现在人人都知道这是个泡沫的市场,虚假的市场,当美联储停下来的时候,市场就会崩溃。</b></p>\n<p>他在最近给客户的备忘录中引述了一句俗语:“<b>没有破产的资本主义,就像没有地狱的天主教</b>”。</p>\n<p>他在采访中说,担心美联储对信贷市场的支持将会导致道德风险,鲁莽行事但躲过了后果的人,可能会再度不计后果行事。</p>\n<p>但这并不是说他反对美联储支持经济。霍华德马克斯说,“有不可预见的负面后果,但并不意味着它是个错误。”</p>","source":"highlight_zhitongcaijin","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>橡树资本:一旦美联储的支持撤了,你我都得接盘</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橡树资本:一旦美联储的支持撤了,你我都得接盘\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-05-19 10:44 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/302710.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>橡树资本联席董事长霍华德马克斯(Howard Marks)近日对媒体称,尽管美联储一直在支撑企业债价格,但这种支持只是暂时的,当美联储最终不可避免地撤退的时候,压力将席卷信贷市场。\n他在接受媒体采访时表示:美联储可以永远这么支撑下去吗?我们这些市场人士认为,要不是因为美联储的主导,股票和债券根本无法以目前的价格卖出去。所以如果美联储撤了,我们都得接盘,但我认为不会是在目前这种价格水平上。\n\n这就是...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/302710.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/347452cc99fb488c45ccd900fcf3aa20","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://www.zhitongcaijing.com/content/detail/302710.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1110613366","content_text":"橡树资本联席董事长霍华德马克斯(Howard Marks)近日对媒体称,尽管美联储一直在支撑企业债价格,但这种支持只是暂时的,当美联储最终不可避免地撤退的时候,压力将席卷信贷市场。\n他在接受媒体采访时表示:美联储可以永远这么支撑下去吗?我们这些市场人士认为,要不是因为美联储的主导,股票和债券根本无法以目前的价格卖出去。所以如果美联储撤了,我们都得接盘,但我认为不会是在目前这种价格水平上。\n\n这就是决策者面临的两难选择。\n面对大萧条以来最严重的经济崩溃,美联储采取了前所未有的措施来帮助大型企业雇主维持经营,包括3月23日公布的两项规模合计达7500亿美元的公司信贷工具。这样大规模的干预导致投资级和垃圾级债券双双需求大涨。这项工具已经启用,若资金耗尽,不清楚会发生什么结果。\n一些投资者认为,美联储将无限提供流动性,以证明股债价格的合理。换句话说,就是不能与美联储对抗。\n\n但霍华德马克斯不认同这种看法。\n他预计,经济将从公共卫生事件中缓慢复苏,然后陷入停滞。未来也许几个月后,当企业借款人的资金用尽时,将出现大量的债务违约和破产。他称,美国政府和美联储的救助计划不太可能保护一些大型高杠杆的企业和投资工具。\n他表示,3月中信贷市场低迷的时候,橡树资本曾非常积极地买进,但自从美联储宣布干预市场后就撤了回来。虽然美联储会承诺买入投资级债券和最近降至垃圾级的债券,但没有将这种支持扩大到信用度较低的发行人。\n霍华德马克斯说,从理论上讲,美联储可以这样做的。如果他们大举买入,他们可以让所有市场上涨。现在人人都知道这是个泡沫的市场,虚假的市场,当美联储停下来的时候,市场就会崩溃。\n他在最近给客户的备忘录中引述了一句俗语:“没有破产的资本主义,就像没有地狱的天主教”。\n他在采访中说,担心美联储对信贷市场的支持将会导致道德风险,鲁莽行事但躲过了后果的人,可能会再度不计后果行事。\n但这并不是说他反对美联储支持经济。霍华德马克斯说,“有不可预见的负面后果,但并不意味着它是个错误。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":959834419,"gmtCreate":1589846460931,"gmtModify":1704190838562,"author":{"id":"3482300599859481","authorId":"3482300599859481","name":"剑桥奶茶大战明州强东","avatar":"https://static.tigerbbs.com/68c7c422bf8e00a7e124dead37064f20","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"董事长对AI财经社说,以14nm工艺为例,包含1000道工序,国内能做大约100道工序。国内差距太大了","listText":"董事长对AI财经社说,以14nm工艺为例,包含1000道工序,国内能做大约100道工序。国内差距太大了","text":"董事长对AI财经社说,以14nm工艺为例,包含1000道工序,国内能做大约100道工序。国内差距太大了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/959834419","repostId":"1113586503","repostType":4,"repost":{"id":"1113586503","pubTimestamp":1589813896,"share":"https://www.laohu8.com/m/news/1113586503?lang=&edition=full","pubTime":"2020-05-18 22:58","market":"hk","language":"zh","title":"打压升级后,华为的海思保卫战","url":"https://stock-news.laohu8.com/highlight/detail?id=1113586503","media":"AI财经社","summary":"5月15日,美国商务部的公告被认为是加大对华为芯片的打压力度。此前,美国高官表态,打击华为的根源,是“中国在5G技术上的领先,对美国构成前所未有的挑战”。专家分析,美国新举措力求不损伤美国企业的利益,","content":"<blockquote>\n 5月15日,美国商务部的公告被认为是加大对华为芯片的打压力度。此前,美国高官表态,打击华为的根源,是“中国在5G技术上的领先,对美国构成前所未有的挑战”。专家分析,美国新举措力求不损伤美国企业的利益,还要控制住产业链,由此,国人在博弈和反制上,也要更为冷静和巧妙,不要打鸡血。\n</blockquote>\n<p><span><b>这次,朋友圈没了群情激愤</b></span></p>\n<p><span>“内部没什么波澜,都习惯了。”一位华为员工对AI财经社说。5月15日,美国商务部发出公告,加大了对华为芯片设计和制造的打压力度,而相比于外界的担忧,华为内部员工并没有表露太多情绪。</span></p>\n<p><span>但在一年前,情况和情绪完全不同。美国把华为列入实体清单后,国内外舆论一片哗然,华为内外群情激愤,“身边有一位女同事在办公室里扛不住压力,号啕大哭,大骂美国人太欺负人”。一位自称是华为员工的知乎网友说。</span></p>\n<p><span>海思总裁何庭波还发了一封内部信:今天,是历史的选择,所有我们曾经打造的备胎,一夜之间全部转“正”。读着令人热血沸腾。</span></p>\n<p><span>而如今,在华为心声社区,首页几乎没有对这件事情的讨论,华为也没有第一时间对此事正式回应。5月16日,心声社区的微信上发了一张老图,写了一行文字:没有伤痕累累,哪来皮糙肉厚,自古英雄出磨难。这张伤痕累累的伊尔2战斗机的照片经常被华为官方使用,用以隐喻自己的处境,以及边飞行边补漏洞的顽强精神。华为中国的官微上也只写了一句话:除了胜利,我们已经无路可走。</span><img src=\"https://static.tigerbbs.com/281d49b3b01a965a4ed825450e87b24f\" tg-width=\"1080\" tg-height=\"810\"><span>“这条新闻出来,大家只是打卡式地在朋友圈里发了一张已经发了一年的烂飞机的照片,在群里面调侃几句:美国人真的好没劲。然后该干嘛干嘛。”不少华为人都显得非常冷静。</span></p>\n<p><span>另一边,华为的竞争对手们则一如既往的保持缄默。比如,自从谷歌禁止华为手机安装GMS后,华为把增长的压力放在了国内,让原本竞争激烈的国内市场变得更为惨烈,尤其是华为在国内线下渠道的扩张,挤压了OV和小米的市场份额。</span></p>\n<p><span>他们对华为的心态颇为复杂,同是中国企业,华为的遭遇让人同情,但强大的华为以及华为掀起的爱国消费热情,又常常让他们感到受伤和吃亏。</span></p>\n<p><span>5月18日,华为在深圳总部召开分析师大会,现场气氛颇为严肃,华为高管的发言表露了底气,但不是强硬。“我们的全球化多元化的战略不会动摇,不会改变。我们去年对美国采购了187亿美金,如果美国政府允许,我们仍然会继续购买美国公司的产品。”华为轮值董事长郭平说。</span></p>\n<p><span>郭平还坦言,进入实体名单给华为带来了很大影响。“我们去年其实并没有实现业务计划,跟我们年初的商业计划相比大概差120亿美金。你们看到每个季度的增长也有所下滑,特别是华为获取的每个合同,跟以往相比,有很多困难。我们努力在寻找怎么能够存活。”</span><img src=\"https://static.tigerbbs.com/77000bf2072038172232fe03f164a6d2\" tg-width=\"1080\" tg-height=\"810\"><span>他坦承,</span><span><b>当下华为的关键词是“求生存”,而提及更多的是多元化和开放合作心态</b></span><span>,“华为公司也绝不会走向封闭,走向孤立主义,我们仍然会坚持全球化”、“华为要以做大产业,商业共赢、利益分享为原则”。</span></p>\n<p><span>相比较而言,在今年3月份,轮值董事长徐直军在2019年财报会上对美国的态度明显更为强硬,“为什么不能基于同样的网络安全原因,禁止美国公司的5G芯片及含有5G芯片的基站和智能手机、各种智能终端在中国使用呢?”</span></p>\n<p><span>作为关键的当事方之一,台积电的态度一直拿捏到位。在去年美国禁令出台后,台积电没有急于站队和表态。这次美国加大对华为的制裁,夹在中间、需要左右逢源的台积电也一定非常难受。5月18日一早,有报道称,华为已紧急对台积电追加高达7亿美元大单。不一会儿,有日本媒体曝出,台积电不再接收华为新订单。台积电很快澄清报道“纯属市场传言”。而在美国商务部的消息透露之前,台积电也宣布在美国建设芯片厂的计划。</span></p>\n<p></p>\n<p><span>但这件事在部分半导体行业人士中间还是掀起了波澜。一位行业分析师把美国的这次行动形容为“半导体的中国保卫战”,高呼“针对美国的‘核武器’,中国必须要坚决反击,以战止战”。但这篇文章后来被删除。还有人则在社交媒体上点名中国应该对高通、思科、苹果和波音等美国企业采取行动。</span></p>\n<p><span>不过,类似激进的观点并不被大多数人认同,一方面是伤害面太广,另一方面双方的博弈是一个系统工程,不是说针对谁就去直接操作的。</span></p>\n<p><span>“华为应警惕那些大肆宣扬自主创新、国产替代的观点。作为一个行业领军企业,华为最清楚产业链各环节有多大差距。”电信分析师付亮对AI财经社说。</span></p>\n<p><span>朋友圈都这么冷静和理性,难道这次美国商务部对华为的禁令升级不够严重吗?</span></p>\n<p><span><b>美国的目标是5G和海思</b></span></p>\n<p><span>实际上,美国这次打压华为的5G,可谓是费尽心机。</span></p>\n<p><span>早在今年2月,美国司法部长威廉·巴尔(William Barr)在一次智库演讲中就说到,打击华为的根源,不是所谓的对伊贸易,连网络安全借口他都看不上,最重要的是因为“中国在5G技术上的领先,对美国构成了前所未有的挑战”。</span></p>\n<p><b><span>华为在5G上“动了”美国的奶酪</span></b><span>。未来,5G将成为像水电一样的基础设施。据统计,到2025年,以5G为动力的工业互联网可能创造23万亿美元的新经济机会,5G是一种能力,代表一个国家实力。它直接影响到国家的繁荣和安全。</span></p>\n<p><span>“未来5年内,5G全球版图和应用主导地位格局将成。问题是,在这个时间窗内,美国和我们的盟国是否能够与华为展开足够的竞争,避免将主导权拱手让给中国?时间窗很短,我们和我们的盟友必须迅速采取行动。”威廉·巴尔说。</span></p>\n<p><span>华为轮值董事长郭平5月18日也坦承,他最近在阅读美国高官的发言,</span><span><b>有美国高官认为,技术领先是美国霸权的基础。</b></span><span>任何国家和公司的领先都会损害美国的霸权。这是华为被作为打击目标的原因。</span></p>\n<p><span>那么,在经过一年的博弈后,美国这次采取了什么做法呢?</span></p>\n<p><span>它打下了两张牌:一是控制EDA工具,二是控制芯片制造厂,只要用到了美国设备给华为加工芯片,就必须向美国申请。</span></p>\n<p><img src=\"https://static.tigerbbs.com/381e66e0d296ef3a9a7c49628344d2da\" tg-width=\"1000\" tg-height=\"667\"><span>针对第一张牌,根据AI财经社了解,到目前为止,</span><span><b>这次“新禁令”没有涉及美国EDA大厂的新内容。</b></span><span>换句话说,“这些企业以前能做什么,现在还能做什么;以前不能做什么,现在还是不能做什么。”事实上,自2019年5月16日被列入实体清单之后,华为与美国三大EDA厂商Synopsys、Cadence、Mentor的合作已经终止。也就是说,在2019年5月16日之前,华为购买和获得授权的EDA工具,可以继续使用。但自那以后,华为没有再获得新工具和新升级服务。</span></p>\n<p><span>而针对另一张牌,控制芯片制造厂,一位芯片行业资深人士对AI财经社表示,这个打法出乎他的意料。“我原本以为美国会控制半导体设备出口,但没有想到,它这次是你用我的半导体设备我才卡你。”这位人士说,</span><span><b>“这样的做法是美国研究过的,你设备还得买我的,不影响本国企业的买卖和利益,但你用设备就要到我这里申请。这个做法是既要赚你的钱,还要把你控制住。”</b></span></p>\n<p><span>很多人认为,台积电不能再为华为生产芯片,但中国大陆最大的芯片制造厂、刚获得国家二期大基金注资的的中芯国际,可以作为“最后的备胎”。但一位资深人士对AI财经社表示,粗略计算,全球12英寸芯片制造厂有120个、8英寸厂200个。而</span><span><b>一条芯片生产线上,美国半导体设备大概占比达到48%。实际上,“无论台积电、中芯国际还是华虹NEC,谁都是躲不过。”</b></span></p>\n<p><img src=\"https://static.tigerbbs.com/1773913469ddae268cb1a381e030ef7e\" tg-width=\"1000\" tg-height=\"667\"><span>跟龙头台积电相比,中芯国际在工艺水平上落后约两代,14nm才处于出货阶段。况且,有行业人士认为,目前不适合让中芯国际等国产厂家违反禁令给华为供货,应该保护好这个平台,拉动上游设备厂商进步。</span></p>\n<p><span>目前,市场上还有一种说法,中国可以采用中日韩半导体设备,搭建完全去美国化的芯片生产线。但一位国内半导体设备企业董事长对AI财经社说,以14nm工艺为例,包含1000道工序,国内能做大约100道工序。另一位资深人士表示,</span><b><span>即便采购日本设备,部分设备上面决定工艺的IP是从美国而来。如今,半导体是全球化协作最为充分的产业,问题比较复杂。</span></b></p>\n<p><span>搭建半导体工厂的设备和材料,不是三五年就能成的。上述国产设备企业董事长说,国内半导体设备现在已经实现了一个从无到有的状态。但现在面临的问题是,芯片制造厂愿不愿意把这道工序拿出来和国内企业去共同验证。他认为,这次事件之后,国内企业的意愿可能会变得强烈,但因为每道工序从验证开始到结束至少需要一年时间,企业也需要规划,短期之内对产业链不会带来太大影响。</span></p>\n<p><span>鉴于美国的新牌,“到今天为止,最坏的的打算是华为损失海思。”一位资深人士说。这听上去有些悲壮,海思是华为芯片部门,是中国目前唯一一家进入全球前十的芯片设计公司,华为在过去十几年投入了巨额的研发资金。</span></p>\n<p><span>“其他的华为还在,虽然业务可能变了。比如,华为手机要买高通、联发科的芯片。”上述资深人士说,但华为活下来是没有问题的。</span></p>\n<p><span><b>“反制举措还是要冷静”</b></span></p>\n<p><span>面对打压,华为有怎样的应对举措?</span></p>\n<p><span>这次新禁令还有120天的缓冲期。</span><span><b>“华为要利用珍贵的120天,做好囤货和替代计划。”</b></span><span>电信分析师付亮告诉AI财经社,华为在这段时间要备好货,“特别是那些关键的不可替代的产品上,比如高端旗舰手机和5G基站要用的芯片。”5G作为华为的根基,也是美国这次打击华为的主因,应该是华为在囤货过程中的重点。</span></p>\n<p><span>图/视觉中国</span></p>\n<p><b><span>对于一些能被国产替代的,华为则可以调整策略,加大对国产芯片的使用比例,这也是为海思找备胎。</span></b><span>信达证券电子行业首席分析师方竞在一个分享中分析:“比如很多电源芯片、手机处理器的PMU,本来是海思自己做,接下来会加大圣邦这类企业的占比。”</span></p>\n<p><span>“华为不会等待国内,而是积极在全球找美国企业的备胎,包括国内外企业。”付亮总结。</span></p>\n<p><span>一家国内半导体企业董事长对AI财经社表示,120天时间华为可以思考很多问题。有一条路是,华为不做海思,和小米一样买高通的芯片做手机。另一条路是将海思分拆出来,分成不同部分卖掉。但他认为:“华为大概率不会这么做,他有现金流,就硬抗一段时间。120天还是有很多变数。如果11月特朗普没选上,或者疫情比以前更严重,美国也可能就熬不住了。”</span></p>\n<p><span>对于是否要割舍海思求生,业内有不同的声音。华为战略顾问在一个行业电话会议中表示,现在谈拆分海思太遥远了。方竞则认为,虽然整个海思剥离的可能性非常小,但观察华为,近期持续有华为子公司的法人变动,说明华为也想做内部的调整。“最悲观的情况下,就是华为海思变为IP公司,保留核心的IP授权业务,而研发人员就化整为零,去支持其他国产芯片公司。”</span></p>\n<p><span>从保证现金流的角度出发,华为能做什么?有观点认为,</span><span><b>华为要发展业务多元化,用其他业务支撑核心业务,为自己的生存发展争取时间。</b></span><span>汽车零部件领域、智能安防以及除了手机以外的其他终端产品都能为华为赢得收入。</span></p>\n<p><span>对于近期网上的一份中国反制美国的企业名单,其中包括高通、苹果、思科等美国科技公司,一些受访人士表示难以认同。</span></p>\n<p><span>一位业内人士表示,“我们今天跟美国人掀桌子是不行的。”他算了一笔账,仅国家在半导体一期、二期大基金和带动社会资本的投入上,就会超过1万亿元,而波音是300亿美元。就更不用说,不让高通进来,OV、小米会遭殃;制裁苹果,而苹果供应链大部分在中国,中国这么多企业还指着苹果。“我觉得还是要理性”。</span></p>\n<p><span>“要忍辱负重,不能打鸡血。”上述人士称。</span></p>\n<p><span>还有一个更为直击核心的方法就是,由于华为在5G方面领先,华为授权5G让美国跟上5G进步的步伐。对于这一点,</span><span><b>任正非去年接受采访时就表示,考虑将5G技术独家出售给一家美国公司,包括硬件、软件、源代码、交付等,芯片技术也可以。他表示,这家公司可以在全世界跟华为竞争,而不仅限定在美国市场。</b></span></p>\n<p><span>5月18日,华为轮值董事长郭平在分析师大会问答环节更多表达了生态的开放与合作。他称,自去年516之后,华为不被允许使用谷歌生态,而被迫发展自己的HMS生态。到去年第四季度,HMS生态有140万开发者,增长150%。他还举例称,华为与欧洲本土合作伙伴展开合作,包括地图企业TomTom和Here、搜索公司Qwant、新闻企业News UK等。他还表态:进一步的撕裂会为整个产业、整个社会带来严重的冲击。</span></p>\n<p><span>一位华为内部人士在一个电话会议中表示,华为与美国最终还是会有一场谈判,因为“我们在整个产业链没有占据完全的制高点,我们有的是广阔的市场,但这不足以威胁美国,而是有防御能力。市场够大,而且很多产业链的脏活累活都是国内在做,如果全面对抗,对美国也是不利的。”</span></p>","source":"AI财经社","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>打压升级后,华为的海思保卫战</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打压升级后,华为的海思保卫战\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-05-18 22:58 北京时间 <a href=https://mp.weixin.qq.com/s/7uuDsKDSsaFaIbj_xz-5jQ><strong>AI财经社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月15日,美国商务部的公告被认为是加大对华为芯片的打压力度。此前,美国高官表态,打击华为的根源,是“中国在5G技术上的领先,对美国构成前所未有的挑战”。专家分析,美国新举措力求不损伤美国企业的利益,还要控制住产业链,由此,国人在博弈和反制上,也要更为冷静和巧妙,不要打鸡血。\n\n这次,朋友圈没了群情激愤\n“内部没什么波澜,都习惯了。”一位华为员工对AI财经社说。5月15日,美国商务部发出公告,加大...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/7uuDsKDSsaFaIbj_xz-5jQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e1f81d0f8562d6bb2fbc9cb7bdfefb8e","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/7uuDsKDSsaFaIbj_xz-5jQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113586503","content_text":"5月15日,美国商务部的公告被认为是加大对华为芯片的打压力度。此前,美国高官表态,打击华为的根源,是“中国在5G技术上的领先,对美国构成前所未有的挑战”。专家分析,美国新举措力求不损伤美国企业的利益,还要控制住产业链,由此,国人在博弈和反制上,也要更为冷静和巧妙,不要打鸡血。\n\n这次,朋友圈没了群情激愤\n“内部没什么波澜,都习惯了。”一位华为员工对AI财经社说。5月15日,美国商务部发出公告,加大了对华为芯片设计和制造的打压力度,而相比于外界的担忧,华为内部员工并没有表露太多情绪。\n但在一年前,情况和情绪完全不同。美国把华为列入实体清单后,国内外舆论一片哗然,华为内外群情激愤,“身边有一位女同事在办公室里扛不住压力,号啕大哭,大骂美国人太欺负人”。一位自称是华为员工的知乎网友说。\n海思总裁何庭波还发了一封内部信:今天,是历史的选择,所有我们曾经打造的备胎,一夜之间全部转“正”。读着令人热血沸腾。\n而如今,在华为心声社区,首页几乎没有对这件事情的讨论,华为也没有第一时间对此事正式回应。5月16日,心声社区的微信上发了一张老图,写了一行文字:没有伤痕累累,哪来皮糙肉厚,自古英雄出磨难。这张伤痕累累的伊尔2战斗机的照片经常被华为官方使用,用以隐喻自己的处境,以及边飞行边补漏洞的顽强精神。华为中国的官微上也只写了一句话:除了胜利,我们已经无路可走。“这条新闻出来,大家只是打卡式地在朋友圈里发了一张已经发了一年的烂飞机的照片,在群里面调侃几句:美国人真的好没劲。然后该干嘛干嘛。”不少华为人都显得非常冷静。\n另一边,华为的竞争对手们则一如既往的保持缄默。比如,自从谷歌禁止华为手机安装GMS后,华为把增长的压力放在了国内,让原本竞争激烈的国内市场变得更为惨烈,尤其是华为在国内线下渠道的扩张,挤压了OV和小米的市场份额。\n他们对华为的心态颇为复杂,同是中国企业,华为的遭遇让人同情,但强大的华为以及华为掀起的爱国消费热情,又常常让他们感到受伤和吃亏。\n5月18日,华为在深圳总部召开分析师大会,现场气氛颇为严肃,华为高管的发言表露了底气,但不是强硬。“我们的全球化多元化的战略不会动摇,不会改变。我们去年对美国采购了187亿美金,如果美国政府允许,我们仍然会继续购买美国公司的产品。”华为轮值董事长郭平说。\n郭平还坦言,进入实体名单给华为带来了很大影响。“我们去年其实并没有实现业务计划,跟我们年初的商业计划相比大概差120亿美金。你们看到每个季度的增长也有所下滑,特别是华为获取的每个合同,跟以往相比,有很多困难。我们努力在寻找怎么能够存活。”他坦承,当下华为的关键词是“求生存”,而提及更多的是多元化和开放合作心态,“华为公司也绝不会走向封闭,走向孤立主义,我们仍然会坚持全球化”、“华为要以做大产业,商业共赢、利益分享为原则”。\n相比较而言,在今年3月份,轮值董事长徐直军在2019年财报会上对美国的态度明显更为强硬,“为什么不能基于同样的网络安全原因,禁止美国公司的5G芯片及含有5G芯片的基站和智能手机、各种智能终端在中国使用呢?”\n作为关键的当事方之一,台积电的态度一直拿捏到位。在去年美国禁令出台后,台积电没有急于站队和表态。这次美国加大对华为的制裁,夹在中间、需要左右逢源的台积电也一定非常难受。5月18日一早,有报道称,华为已紧急对台积电追加高达7亿美元大单。不一会儿,有日本媒体曝出,台积电不再接收华为新订单。台积电很快澄清报道“纯属市场传言”。而在美国商务部的消息透露之前,台积电也宣布在美国建设芯片厂的计划。\n\n但这件事在部分半导体行业人士中间还是掀起了波澜。一位行业分析师把美国的这次行动形容为“半导体的中国保卫战”,高呼“针对美国的‘核武器’,中国必须要坚决反击,以战止战”。但这篇文章后来被删除。还有人则在社交媒体上点名中国应该对高通、思科、苹果和波音等美国企业采取行动。\n不过,类似激进的观点并不被大多数人认同,一方面是伤害面太广,另一方面双方的博弈是一个系统工程,不是说针对谁就去直接操作的。\n“华为应警惕那些大肆宣扬自主创新、国产替代的观点。作为一个行业领军企业,华为最清楚产业链各环节有多大差距。”电信分析师付亮对AI财经社说。\n朋友圈都这么冷静和理性,难道这次美国商务部对华为的禁令升级不够严重吗?\n美国的目标是5G和海思\n实际上,美国这次打压华为的5G,可谓是费尽心机。\n早在今年2月,美国司法部长威廉·巴尔(William Barr)在一次智库演讲中就说到,打击华为的根源,不是所谓的对伊贸易,连网络安全借口他都看不上,最重要的是因为“中国在5G技术上的领先,对美国构成了前所未有的挑战”。\n华为在5G上“动了”美国的奶酪。未来,5G将成为像水电一样的基础设施。据统计,到2025年,以5G为动力的工业互联网可能创造23万亿美元的新经济机会,5G是一种能力,代表一个国家实力。它直接影响到国家的繁荣和安全。\n“未来5年内,5G全球版图和应用主导地位格局将成。问题是,在这个时间窗内,美国和我们的盟国是否能够与华为展开足够的竞争,避免将主导权拱手让给中国?时间窗很短,我们和我们的盟友必须迅速采取行动。”威廉·巴尔说。\n华为轮值董事长郭平5月18日也坦承,他最近在阅读美国高官的发言,有美国高官认为,技术领先是美国霸权的基础。任何国家和公司的领先都会损害美国的霸权。这是华为被作为打击目标的原因。\n那么,在经过一年的博弈后,美国这次采取了什么做法呢?\n它打下了两张牌:一是控制EDA工具,二是控制芯片制造厂,只要用到了美国设备给华为加工芯片,就必须向美国申请。\n针对第一张牌,根据AI财经社了解,到目前为止,这次“新禁令”没有涉及美国EDA大厂的新内容。换句话说,“这些企业以前能做什么,现在还能做什么;以前不能做什么,现在还是不能做什么。”事实上,自2019年5月16日被列入实体清单之后,华为与美国三大EDA厂商Synopsys、Cadence、Mentor的合作已经终止。也就是说,在2019年5月16日之前,华为购买和获得授权的EDA工具,可以继续使用。但自那以后,华为没有再获得新工具和新升级服务。\n而针对另一张牌,控制芯片制造厂,一位芯片行业资深人士对AI财经社表示,这个打法出乎他的意料。“我原本以为美国会控制半导体设备出口,但没有想到,它这次是你用我的半导体设备我才卡你。”这位人士说,“这样的做法是美国研究过的,你设备还得买我的,不影响本国企业的买卖和利益,但你用设备就要到我这里申请。这个做法是既要赚你的钱,还要把你控制住。”\n很多人认为,台积电不能再为华为生产芯片,但中国大陆最大的芯片制造厂、刚获得国家二期大基金注资的的中芯国际,可以作为“最后的备胎”。但一位资深人士对AI财经社表示,粗略计算,全球12英寸芯片制造厂有120个、8英寸厂200个。而一条芯片生产线上,美国半导体设备大概占比达到48%。实际上,“无论台积电、中芯国际还是华虹NEC,谁都是躲不过。”\n跟龙头台积电相比,中芯国际在工艺水平上落后约两代,14nm才处于出货阶段。况且,有行业人士认为,目前不适合让中芯国际等国产厂家违反禁令给华为供货,应该保护好这个平台,拉动上游设备厂商进步。\n目前,市场上还有一种说法,中国可以采用中日韩半导体设备,搭建完全去美国化的芯片生产线。但一位国内半导体设备企业董事长对AI财经社说,以14nm工艺为例,包含1000道工序,国内能做大约100道工序。另一位资深人士表示,即便采购日本设备,部分设备上面决定工艺的IP是从美国而来。如今,半导体是全球化协作最为充分的产业,问题比较复杂。\n搭建半导体工厂的设备和材料,不是三五年就能成的。上述国产设备企业董事长说,国内半导体设备现在已经实现了一个从无到有的状态。但现在面临的问题是,芯片制造厂愿不愿意把这道工序拿出来和国内企业去共同验证。他认为,这次事件之后,国内企业的意愿可能会变得强烈,但因为每道工序从验证开始到结束至少需要一年时间,企业也需要规划,短期之内对产业链不会带来太大影响。\n鉴于美国的新牌,“到今天为止,最坏的的打算是华为损失海思。”一位资深人士说。这听上去有些悲壮,海思是华为芯片部门,是中国目前唯一一家进入全球前十的芯片设计公司,华为在过去十几年投入了巨额的研发资金。\n“其他的华为还在,虽然业务可能变了。比如,华为手机要买高通、联发科的芯片。”上述资深人士说,但华为活下来是没有问题的。\n“反制举措还是要冷静”\n面对打压,华为有怎样的应对举措?\n这次新禁令还有120天的缓冲期。“华为要利用珍贵的120天,做好囤货和替代计划。”电信分析师付亮告诉AI财经社,华为在这段时间要备好货,“特别是那些关键的不可替代的产品上,比如高端旗舰手机和5G基站要用的芯片。”5G作为华为的根基,也是美国这次打击华为的主因,应该是华为在囤货过程中的重点。\n图/视觉中国\n对于一些能被国产替代的,华为则可以调整策略,加大对国产芯片的使用比例,这也是为海思找备胎。信达证券电子行业首席分析师方竞在一个分享中分析:“比如很多电源芯片、手机处理器的PMU,本来是海思自己做,接下来会加大圣邦这类企业的占比。”\n“华为不会等待国内,而是积极在全球找美国企业的备胎,包括国内外企业。”付亮总结。\n一家国内半导体企业董事长对AI财经社表示,120天时间华为可以思考很多问题。有一条路是,华为不做海思,和小米一样买高通的芯片做手机。另一条路是将海思分拆出来,分成不同部分卖掉。但他认为:“华为大概率不会这么做,他有现金流,就硬抗一段时间。120天还是有很多变数。如果11月特朗普没选上,或者疫情比以前更严重,美国也可能就熬不住了。”\n对于是否要割舍海思求生,业内有不同的声音。华为战略顾问在一个行业电话会议中表示,现在谈拆分海思太遥远了。方竞则认为,虽然整个海思剥离的可能性非常小,但观察华为,近期持续有华为子公司的法人变动,说明华为也想做内部的调整。“最悲观的情况下,就是华为海思变为IP公司,保留核心的IP授权业务,而研发人员就化整为零,去支持其他国产芯片公司。”\n从保证现金流的角度出发,华为能做什么?有观点认为,华为要发展业务多元化,用其他业务支撑核心业务,为自己的生存发展争取时间。汽车零部件领域、智能安防以及除了手机以外的其他终端产品都能为华为赢得收入。\n对于近期网上的一份中国反制美国的企业名单,其中包括高通、苹果、思科等美国科技公司,一些受访人士表示难以认同。\n一位业内人士表示,“我们今天跟美国人掀桌子是不行的。”他算了一笔账,仅国家在半导体一期、二期大基金和带动社会资本的投入上,就会超过1万亿元,而波音是300亿美元。就更不用说,不让高通进来,OV、小米会遭殃;制裁苹果,而苹果供应链大部分在中国,中国这么多企业还指着苹果。“我觉得还是要理性”。\n“要忍辱负重,不能打鸡血。”上述人士称。\n还有一个更为直击核心的方法就是,由于华为在5G方面领先,华为授权5G让美国跟上5G进步的步伐。对于这一点,任正非去年接受采访时就表示,考虑将5G技术独家出售给一家美国公司,包括硬件、软件、源代码、交付等,芯片技术也可以。他表示,这家公司可以在全世界跟华为竞争,而不仅限定在美国市场。\n5月18日,华为轮值董事长郭平在分析师大会问答环节更多表达了生态的开放与合作。他称,自去年516之后,华为不被允许使用谷歌生态,而被迫发展自己的HMS生态。到去年第四季度,HMS生态有140万开发者,增长150%。他还举例称,华为与欧洲本土合作伙伴展开合作,包括地图企业TomTom和Here、搜索公司Qwant、新闻企业News 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