Vinsa8的个人主页 - 老虎社区

Vinsa8

Vinsa8

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IP属地：北京

108关注

21粉丝

2主题

0勋章

10-26

$纳斯达克100指数(NDX)$ 资金马上来大A避险，以伊干起来了

10-22

$二倍做多沪深300(Direxion)(CHAU)$ Harmony OS

10-22

$NQ100指数主连 2412(NQmain)$ 你们有鸿蒙吗？苹果🍎

10-22

$A50指数主连 2410(CNmain)$ 鸿蒙NEXT把ios按在地上摩擦

10-22

$A50指数主连 2410(CNmain)$ 鸿蒙NEXT发布了，you still mf

10-21

$A50指数主连 2410(CNmain)$ 地心引力只对大A起作用？

10-17

$A50指数主连 2410(CNmain)$ ASML没了中国业务都快跨了，国产替代雄起！

10-17

$A50指数主连 2410(CNmain)$ 拥抱主线

10-17

$A50指数主连 2410(CNmain)$ 拉萨天团牛逼啊

10-17

$A50指数主连 2410(CNmain)$ 拉萨天团在砸盘？

10-16

$A50指数主连 2410(CNmain)$ Friends who continuously short Chinese stocks in the US stock market, if you continue to short Chinese stocks, I will have no way to pay your mother.

10-16

$二倍做多沪深300(Direxion)(CHAU)$ ASML跟你有关系么？

10-16

$二倍做多沪深300(Direxion)(CHAU)$ ASML跟你有毛线关系，你国产替代要起飞🛫

10-16

$A50指数主连 2410(CNmain)$ 狙击空头的时刻到了！

10-16

$二倍做多沪深300(Direxion)(CHAU)$ 这个位置拉爆空投！

10-16

$二倍做多沪深300(Direxion)(CHAU)$ 有点过了吧

10-15

$A50指数主连 2410(CNmain)$ ASML崩了，国产替代起飞🛫

10-15

国产替代起飞🛫

阿斯麦Q3订单远逊预期，下调2025年净销售额和毛利率指引

10-15

$阿斯麦(ASML)$ 利好国产替代

10-15

$NQ100指数主连 2412(NQmain)$ what happen？

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/CHAU\">$二倍做多沪深300(Direxion)(CHAU)$ </a> Harmony OS","text":"$二倍做多沪深300(Direxion)(CHAU)$ Harmony OS","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362865623597176","isVote":1,"tweetType":1,"viewCount":88,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":362833238872216,"gmtCreate":1729604689978,"gmtModify":1729605228678,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3486352703133754","authorIdStr":"3486352703133754"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2412(NQmain)$&nbsp;</a> 你们有鸿蒙吗？苹果🍎","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2412(NQmain)$&nbsp;</a> 你们有鸿蒙吗？苹果🍎","text":"$NQ100指数主连 2412(NQmain)$ 你们有鸿蒙吗？苹果🍎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/362833238872216","isVote":1,"tweetType":1,"viewCount":199,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3440540550401156","authorId":"3440540550401156","name":"KEINS","avatar":"https://static.tigerbbs.com/70c84e27d76e3a3450fb952380b9db3e","crmLevel":2,"crmLevelSwitch":0,"idStr":"3440540550401156","authorIdStr":"3440540550401156"},"content":"哄蒙？有啊，在这个国度每天都被哄蒙","text":"哄蒙？有啊，在这个国度每天都被哄蒙","html":"哄蒙？有啊，在这个国度每天都被哄蒙"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362817955262704,"gmtCreate":1729600961188,"gmtModify":1729602231416,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3486352703133754","authorIdStr":"3486352703133754"},"themes":[],"htmlText":"<a 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mf","listText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连 2410(CNmain)$&nbsp;</a> 鸿蒙NEXT发布了，you still mf","text":"$A50指数主连 2410(CNmain)$ 鸿蒙NEXT发布了，you still mf","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362800110981432","isVote":1,"tweetType":1,"viewCount":93,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362409661358216,"gmtCreate":1729520762126,"gmtModify":1729523976148,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3486352703133754","authorIdStr":"3486352703133754"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连 2410(CNmain)$&nbsp;</a> 地心引力只对大A起作用？","listText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连 2410(CNmain)$&nbsp;</a> 地心引力只对大A起作用？","text":"$A50指数主连 2410(CNmain)$ 地心引力只对大A起作用？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362409661358216","isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360992766853288,"gmtCreate":1729160893081,"gmtModify":1729160933224,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3486352703133754","authorIdStr":"3486352703133754"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连 2410(CNmain)$&nbsp;</a> ASML没了中国业务都快跨了，国产替代雄起！","listText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连 2410(CNmain)$&nbsp;</a> ASML没了中国业务都快跨了，国产替代雄起！","text":"$A50指数主连 2410(CNmain)$ ASML没了中国业务都快跨了，国产替代雄起！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/360992766853288","isVote":1,"tweetType":1,"viewCount":372,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"250840186274796","authorId":"250840186274796","name":"美股混饭吃","avatar":"https://static.tigerbbs.com/a14e23b7da06a413e39bb78708b14367","crmLevel":3,"crmLevelSwitch":0,"idStr":"250840186274796","authorIdStr":"250840186274796"},"content":"快抵押房子入市啊，再不买就买不到了","text":"快抵押房子入市啊，再不买就买不到了","html":"快抵押房子入市啊，再不买就买不到了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360974827593744,"gmtCreate":1729153850203,"gmtModify":1729153961893,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3486352703133754","authorIdStr":"3486352703133754"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连 2410(CNmain)$&nbsp;</a> 拥抱主线","listText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连 2410(CNmain)$&nbsp;</a> 拥抱主线","text":"$A50指数主连 2410(CNmain)$ 拥抱主线","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360974827593744","isVote":1,"tweetType":1,"viewCount":79,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360896351908152,"gmtCreate":1729150876663,"gmtModify":1729153613963,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3486352703133754","authorIdStr":"3486352703133754"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连 2410(CNmain)$&nbsp;</a> 拉萨天团牛逼啊","listText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连 2410(CNmain)$&nbsp;</a> 拉萨天团牛逼啊","text":"$A50指数主连 2410(CNmain)$ 拉萨天团牛逼啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360896351908152","isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360955291865232,"gmtCreate":1729149168557,"gmtModify":1729150709865,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3486352703133754","authorIdStr":"3486352703133754"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连 2410(CNmain)$&nbsp;</a> 拉萨天团在砸盘？","listText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连 2410(CNmain)$&nbsp;</a> 拉萨天团在砸盘？","text":"$A50指数主连 2410(CNmain)$ 拉萨天团在砸盘？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360955291865232","isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360428794122312,"gmtCreate":1729013678213,"gmtModify":1729013985464,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3486352703133754","authorIdStr":"3486352703133754"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连 2410(CNmain)$&nbsp;</a> Friends who continuously short Chinese stocks in the US stock market, if you continue to short Chinese stocks, I will have no way to pay your mother.","listText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连 2410(CNmain)$&nbsp;</a> Friends who continuously short Chinese stocks in the US stock market, if you continue to short Chinese stocks, I will have no way to pay your mother.","text":"$A50指数主连 2410(CNmain)$ Friends who continuously short Chinese stocks in the US stock market, if you continue to short Chinese stocks, I will have no way to pay your mother.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360428794122312","isVote":1,"tweetType":1,"viewCount":327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":360328657277168,"gmtCreate":1729011365529,"gmtModify":1729013985308,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3486352703133754","authorIdStr":"3486352703133754"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CHAU\">$二倍做多沪深300(Direxion)(CHAU)$ </a> ASML跟你有关系么？","listText":"<a href=\"https://laohu8.com/S/CHAU\">$二倍做多沪深300(Direxion)(CHAU)$ </a> ASML跟你有关系么？","text":"$二倍做多沪深300(Direxion)(CHAU)$ ASML跟你有关系么？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360328657277168","isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360414470803584,"gmtCreate":1729010931774,"gmtModify":1729013985838,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3486352703133754","authorIdStr":"3486352703133754"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CHAU\">$二倍做多沪深300(Direxion)(CHAU)$ </a> ASML跟你有毛线关系，你国产替代要起飞🛫","listText":"<a href=\"https://laohu8.com/S/CHAU\">$二倍做多沪深300(Direxion)(CHAU)$ </a> ASML跟你有毛线关系，你国产替代要起飞🛫","text":"$二倍做多沪深300(Direxion)(CHAU)$ ASML跟你有毛线关系，你国产替代要起飞🛫","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360414470803584","isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360406184382624,"gmtCreate":1729008086777,"gmtModify":1729008146001,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3486352703133754","authorIdStr":"3486352703133754"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连 2410(CNmain)$&nbsp;</a> 狙击空头的时刻到了！","listText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连 2410(CNmain)$&nbsp;</a> 狙击空头的时刻到了！","text":"$A50指数主连 2410(CNmain)$ 狙击空头的时刻到了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360406184382624","isVote":1,"tweetType":1,"viewCount":305,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360315138167024,"gmtCreate":1729008064966,"gmtModify":1729008075501,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3486352703133754","authorIdStr":"3486352703133754"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CHAU\">$二倍做多沪深300(Direxion)(CHAU)$ </a> 这个位置拉爆空投！","listText":"<a href=\"https://laohu8.com/S/CHAU\">$二倍做多沪深300(Direxion)(CHAU)$ </a> 这个位置拉爆空投！","text":"$二倍做多沪深300(Direxion)(CHAU)$ 这个位置拉爆空投！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360315138167024","isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360314879414496,"gmtCreate":1729008000449,"gmtModify":1729008029192,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3486352703133754","authorIdStr":"3486352703133754"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CHAU\">$二倍做多沪深300(Direxion)(CHAU)$ </a> 有点过了吧","listText":"<a href=\"https://laohu8.com/S/CHAU\">$二倍做多沪深300(Direxion)(CHAU)$ </a> 有点过了吧","text":"$二倍做多沪深300(Direxion)(CHAU)$ 有点过了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360314879414496","isVote":1,"tweetType":1,"viewCount":48,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360313757024568,"gmtCreate":1729007732438,"gmtModify":1729008029212,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3486352703133754","authorIdStr":"3486352703133754"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连 2410(CNmain)$&nbsp;</a> ASML崩了，国产替代起飞🛫","listText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连 2410(CNmain)$&nbsp;</a> ASML崩了，国产替代起飞🛫","text":"$A50指数主连 2410(CNmain)$ ASML崩了，国产替代起飞🛫","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360313757024568","isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360313634308408,"gmtCreate":1729007702478,"gmtModify":1729007709368,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3486352703133754","authorIdStr":"3486352703133754"},"themes":[],"htmlText":"国产替代起飞🛫","listText":"国产替代起飞🛫","text":"国产替代起飞🛫","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360313634308408","repostId":"1114844025","repostType":2,"repost":{"id":"1114844025","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1729003272,"share":"https://www.laohu8.com/m/news/1114844025?lang=&edition=full","pubTime":"2024-10-15 22:41","market":"us","language":"zh","title":"阿斯麦Q3订单远逊预期，下调2025年净销售额和毛利率指引","url":"https://stock-news.laohu8.com/highlight/detail?id=1114844025","media":"老虎资讯综合","summary":"三季度订单26.3亿欧元，市场预期53.9亿欧元。","content":"<html><head></head><body><p>阿斯麦第三季度订单26.3亿欧元，市场预期53.9亿欧元。</p><p>第三季度毛利率为50.8%，市场预期为50.7%。</p><p>阿斯麦预计2024年第四季度的总净销售额将在88亿至92亿欧元之间，毛利率在49%至50%之间，基本符合预期。2024全年总净销售额预计达到约280亿欧元。</p><p style=\"text-align: justify;\">然而，该公司下调了对2025年的增长预期，特别是EUV设备的需求，由于客户对新技术节点的谨慎态度以及逻辑芯片市场复苏的缓慢，EUV需求的时间点延迟，导致公司对未来的预期低于此前给出的区间。阿斯麦预计2025年总净销售额将在300亿至350亿欧元之间，处于分析师预估区间的中下端，分析师预期359.4亿欧元；毛利率则会维持在51%至53%，公司原本预计大约54%-56%。</p><p style=\"text-align: justify;\">阿斯麦总裁兼首席执行官Christophe Fouquet在声明中表示：“虽然人工智能领域的强劲发展带来了一定的上行潜力，其他市场的复苏速度慢于预期，导致客户更加谨慎。特别是在逻辑芯片领域，由于代工厂竞争激烈，新节点的推广速度放缓，对光刻设备的需求时间表也因此发生了变化。”</p><p style=\"text-align: justify;\">公司还宣布，将于2024年11月7日支付每股1.52欧元的中期股息。此外，公司在第三季度未进行任何股票回购。自7月创下历史新高以来，这家欧洲最有价值的技术公司股价已下跌30%。原因是美国可能对其他国家业务实施更多限制，以及该行业整体疲软。</p><p>截至发稿，阿斯麦大跌超13%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64a69936c6b95f86571c75c4b7e7adae\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","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>阿斯麦Q3订单远逊预期，下调2025年净销售额和毛利率指引</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\">\n阿斯麦Q3订单远逊预期，下调2025年净销售额和毛利率指引\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-10-15 22:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>阿斯麦第三季度订单26.3亿欧元，市场预期53.9亿欧元。</p><p>第三季度毛利率为50.8%，市场预期为50.7%。</p><p>阿斯麦预计2024年第四季度的总净销售额将在88亿至92亿欧元之间，毛利率在49%至50%之间，基本符合预期。2024全年总净销售额预计达到约280亿欧元。</p><p style=\"text-align: justify;\">然而，该公司下调了对2025年的增长预期，特别是EUV设备的需求，由于客户对新技术节点的谨慎态度以及逻辑芯片市场复苏的缓慢，EUV需求的时间点延迟，导致公司对未来的预期低于此前给出的区间。阿斯麦预计2025年总净销售额将在300亿至350亿欧元之间，处于分析师预估区间的中下端，分析师预期359.4亿欧元；毛利率则会维持在51%至53%，公司原本预计大约54%-56%。</p><p style=\"text-align: justify;\">阿斯麦总裁兼首席执行官Christophe Fouquet在声明中表示：“虽然人工智能领域的强劲发展带来了一定的上行潜力，其他市场的复苏速度慢于预期，导致客户更加谨慎。特别是在逻辑芯片领域，由于代工厂竞争激烈，新节点的推广速度放缓，对光刻设备的需求时间表也因此发生了变化。”</p><p style=\"text-align: justify;\">公司还宣布，将于2024年11月7日支付每股1.52欧元的中期股息。此外，公司在第三季度未进行任何股票回购。自7月创下历史新高以来，这家欧洲最有价值的技术公司股价已下跌30%。原因是美国可能对其他国家业务实施更多限制，以及该行业整体疲软。</p><p>截至发稿，阿斯麦大跌超13%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64a69936c6b95f86571c75c4b7e7adae\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c9a5bf70230b34046657c91800556952","relate_stocks":{"ASML":"阿斯麦"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114844025","content_text":"阿斯麦第三季度订单26.3亿欧元，市场预期53.9亿欧元。第三季度毛利率为50.8%，市场预期为50.7%。阿斯麦预计2024年第四季度的总净销售额将在88亿至92亿欧元之间，毛利率在49%至50%之间，基本符合预期。2024全年总净销售额预计达到约280亿欧元。然而，该公司下调了对2025年的增长预期，特别是EUV设备的需求，由于客户对新技术节点的谨慎态度以及逻辑芯片市场复苏的缓慢，EUV需求的时间点延迟，导致公司对未来的预期低于此前给出的区间。阿斯麦预计2025年总净销售额将在300亿至350亿欧元之间，处于分析师预估区间的中下端，分析师预期359.4亿欧元；毛利率则会维持在51%至53%，公司原本预计大约54%-56%。阿斯麦总裁兼首席执行官Christophe Fouquet在声明中表示：“虽然人工智能领域的强劲发展带来了一定的上行潜力，其他市场的复苏速度慢于预期，导致客户更加谨慎。特别是在逻辑芯片领域，由于代工厂竞争激烈，新节点的推广速度放缓，对光刻设备的需求时间表也因此发生了变化。”公司还宣布，将于2024年11月7日支付每股1.52欧元的中期股息。此外，公司在第三季度未进行任何股票回购。自7月创下历史新高以来，这家欧洲最有价值的技术公司股价已下跌30%。原因是美国可能对其他国家业务实施更多限制，以及该行业整体疲软。截至发稿，阿斯麦大跌超13%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360404114616584,"gmtCreate":1729007670354,"gmtModify":1729007705016,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3486352703133754","authorIdStr":"3486352703133754"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$&nbsp;</a> 利好国产替代","listText":"<a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$&nbsp;</a> 利好国产替代","text":"$阿斯麦(ASML)$ 利好国产替代","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360404114616584","isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360294605283608,"gmtCreate":1729003053304,"gmtModify":1729003148447,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3486352703133754","authorIdStr":"3486352703133754"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2412(NQmain)$&nbsp;</a> what happen？","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2412(NQmain)$&nbsp;</a> what happen？","text":"$NQ100指数主连 2412(NQmain)$ what happen？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360294605283608","isVote":1,"tweetType":1,"viewCount":185,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":283512686928168,"gmtCreate":1710255918980,"gmtModify":1710255988652,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3486352703133754","authorIdStr":"3486352703133754"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2406(NQmain)$&nbsp;</a>为什么主连和纳斯达克指数第二天的值差了200-300点，不是应该每天的收盘值是相同的吗？一直没搞明白这个","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2406(NQmain)$&nbsp;</a>为什么主连和纳斯达克指数第二天的值差了200-300点，不是应该每天的收盘值是相同的吗？一直没搞明白这个","text":"$NQ100指数主连 2406(NQmain)$ 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class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa32cb1b7d8a2811c651b105d220987c\" alt=\"\" title=\"\" tg-width=\"692\" tg-height=\"157\"/></p><p style=\"text-align: justify;\">有评论称，苹果并不是讨厌英伟达，只不过TPU的速度更快。还有评论称，TPU速度更快，所以苹果用它是有道理的，当然也可能它比英伟达的芯片更便宜。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f095fcd910a63716f8992a1a8e973b7\" alt=\"\" title=\"\" tg-width=\"688\" tg-height=\"259\"/></p><p>一些芯片行业媒体称，这是苹果打响了抛弃英伟达GPU的第一枪。包括 <a href=\"https://laohu8.com/S/GOOG\">谷歌</a> 、 <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> 、 <a href=\"https://laohu8.com/S/ORCL\">甲骨文</a> 和 <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 在内的科技公司一直在努力构建自己的人工智能系统和产品。</p><p>谷歌自2015年以来一直在使用自主设计的TPU来训练和部署AI模型。不是设计通用处理器，而是将其设计为专门用于神经网络工作负载的矩阵处理器，在整个大量计算和数据传递过程中，根本不需要访问内存。</p><p>今年5月，谷歌宣布推出了人工智能（AI）数据中心芯片Trillium，据称该芯片的速度相比之前的版本提升了几乎5倍。该公司表示，这款芯片将用于开发自己的模型，包括Gemini和Imagen。</p><p>谷歌称，如果提前三年预订，最新的TPU每小时使用成本不到2美元。谷歌于2015年首次推出TPU用于内部工作负载，并于2017年向公众开放。它们现在是专为人工智能设计的最成熟的定制芯片之一。</p></body></html>","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>美股异动 | 英伟达跌超4%，科技巨头或已找到其GPU替代品</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美股异动 | 英伟达跌超4%，科技巨头或已找到其GPU替代品\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-07-30 22:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周二（7月30日） <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 低开低走，截至发稿跌超4%，报106.7美元，最近五个交易日已累计跌近13%：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0bf914141a91501a6624e8efdbf5bfb9\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>此前 <a href=\"https://laohu8.com/S/AAPL\">苹果</a> 在一份技术论文中表示，其人工智能系统Apple Intelligence所依赖的两种AI模型是在谷歌设计的云端芯片上进行预训练的。谷歌的张量处理单元最初是为内部工作负载而创建的，但现在正在得到更广泛的采用。</p><p>苹果的决定表明，在AI训练方面，一些大型科技公司可能正在寻找并找到了英伟达GPU（图形处理单元）的替代品。</p><p>本周一在社交媒体X上有评论指出，6月就出过苹果用谷歌芯片的消息，现在我们有了更多关于训练堆栈的细节。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa32cb1b7d8a2811c651b105d220987c\" alt=\"\" title=\"\" tg-width=\"692\" tg-height=\"157\"/></p><p style=\"text-align: justify;\">有评论称，苹果并不是讨厌英伟达，只不过TPU的速度更快。还有评论称，TPU速度更快，所以苹果用它是有道理的，当然也可能它比英伟达的芯片更便宜。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f095fcd910a63716f8992a1a8e973b7\" alt=\"\" title=\"\" tg-width=\"688\" tg-height=\"259\"/></p><p>一些芯片行业媒体称，这是苹果打响了抛弃英伟达GPU的第一枪。包括 <a href=\"https://laohu8.com/S/GOOG\">谷歌</a> 、 <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> 、 <a href=\"https://laohu8.com/S/ORCL\">甲骨文</a> 和 <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 在内的科技公司一直在努力构建自己的人工智能系统和产品。</p><p>谷歌自2015年以来一直在使用自主设计的TPU来训练和部署AI模型。不是设计通用处理器，而是将其设计为专门用于神经网络工作负载的矩阵处理器，在整个大量计算和数据传递过程中，根本不需要访问内存。</p><p>今年5月，谷歌宣布推出了人工智能（AI）数据中心芯片Trillium，据称该芯片的速度相比之前的版本提升了几乎5倍。该公司表示，这款芯片将用于开发自己的模型，包括Gemini和Imagen。</p><p>谷歌称，如果提前三年预订，最新的TPU每小时使用成本不到2美元。谷歌于2015年首次推出TPU用于内部工作负载，并于2017年向公众开放。它们现在是专为人工智能设计的最成熟的定制芯片之一。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141339158","content_text":"周二（7月30日） 英伟达 低开低走，截至发稿跌超4%，报106.7美元，最近五个交易日已累计跌近13%：此前 苹果 在一份技术论文中表示，其人工智能系统Apple Intelligence所依赖的两种AI模型是在谷歌设计的云端芯片上进行预训练的。谷歌的张量处理单元最初是为内部工作负载而创建的，但现在正在得到更广泛的采用。苹果的决定表明，在AI训练方面，一些大型科技公司可能正在寻找并找到了英伟达GPU（图形处理单元）的替代品。本周一在社交媒体X上有评论指出，6月就出过苹果用谷歌芯片的消息，现在我们有了更多关于训练堆栈的细节。有评论称，苹果并不是讨厌英伟达，只不过TPU的速度更快。还有评论称，TPU速度更快，所以苹果用它是有道理的，当然也可能它比英伟达的芯片更便宜。一些芯片行业媒体称，这是苹果打响了抛弃英伟达GPU的第一枪。包括 谷歌 、 Meta Platforms 、 甲骨文 和 特斯拉 在内的科技公司一直在努力构建自己的人工智能系统和产品。谷歌自2015年以来一直在使用自主设计的TPU来训练和部署AI模型。不是设计通用处理器，而是将其设计为专门用于神经网络工作负载的矩阵处理器，在整个大量计算和数据传递过程中，根本不需要访问内存。今年5月，谷歌宣布推出了人工智能（AI）数据中心芯片Trillium，据称该芯片的速度相比之前的版本提升了几乎5倍。该公司表示，这款芯片将用于开发自己的模型，包括Gemini和Imagen。谷歌称，如果提前三年预订，最新的TPU每小时使用成本不到2美元。谷歌于2015年首次推出TPU用于内部工作负载，并于2017年向公众开放。它们现在是专为人工智能设计的最成熟的定制芯片之一。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2020,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3486352703133754","authorIdStr":"3486352703133754"},"content":"英伟达崩，都没好日子过，苹果个傻X","text":"英伟达崩，都没好日子过，苹果个傻X","html":"英伟达崩，都没好日子过，苹果个傻X"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":959075200,"gmtCreate":1589599165700,"gmtModify":1704190394767,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3486352703133754","authorIdStr":"3486352703133754"},"themes":[],"htmlText":"这个点位的繁荣是因为两万亿吗？$道琼斯(.DJI)$ 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今天这个形态我怎么感觉是要蓄力发射的形态啊？","text":"$NQ100指数主连 2409(NQmain)$ 今天这个形态我怎么感觉是要蓄力发射的形态啊？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/323197036150856","isVote":1,"tweetType":1,"viewCount":1539,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546984011026931","authorId":"3546984011026931","name":"奔驰豪宅哥最爱","avatar":"https://static.tigerbbs.com/1333fe82816263118cafaf378fe72c66","crmLevel":1,"crmLevelSwitch":0,"idStr":"3546984011026931","authorIdStr":"3546984011026931"},"content":"这是要大跌征兆","text":"这是要大跌征兆","html":"这是要大跌征兆"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":981786447,"gmtCreate":1583824278989,"gmtModify":1704351117256,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3486352703133754","authorIdStr":"3486352703133754"},"themes":[],"htmlText":"<a 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