邹小强的个人主页 - 老虎社区

邹小强

暂无个人介绍

IP属地：山东

129关注

5粉丝

10主题

0勋章

07-01

‌$极氪(ZK)$ ‌这玩意儿是准备直接退市吧

05-31

$美团-W(03690)$ 这玩意儿要倒闭了吗

05-17

$极氪(ZK)$ 这么低发行价，这么少流通股也不耽误收割啊

02-28

$Lotus Technology(LOT)$ 佩服舒服哥收割国外韭菜的爱国情操

2021-01-15

还没散户手笔大啊

抱歉，原内容已删除

2020-12-10

$诺瓦瓦克斯医药(NVAX)$牛逼啊，回本不过一秒就万劫不复了

2020-11-28

$诺瓦瓦克斯医药(NVAX)$ 再涨15个点，我就下山了

2020-09-28

$Inovio Pharmaceuticals Inc(INO)$这票完蛋了

2020-07-23

其实我也有个问题，美元超发了多少？

美证监会主席：对进行短期交易的特斯拉股票感到担忧

2020-07-20

$中船防务(00317)$这家伙。涨疯了

2020-07-07

都38了还24.4买入评级

买半导体，就是买中芯国际

2020-06-30

$燃料电池能源(FCEL)$纯粹为了蹭个lv3

2020-06-02

$Zoom(ZM)$微微一空以示敬意

2020-05-09

$金山云(KC)$感谢组织发彩票

2020-04-21

$神州租车(00699)$有止损的吗？

2019-05-02

$小米集团-W(01810)$ 这票真绝了

2019-01-08

$小米集团-W(01810)$ 这股票有毒吧，估值也是低位，也没啥利空。3个点起跌

2018-11-29

$微博(WB)$ 此票牛逼

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/ZK\">$极氪(ZK)$ &nbsp;</a>‌这玩意儿是准备直接退市吧","listText":"‌<a href=\"https://laohu8.com/S/ZK\">$极氪(ZK)$ &nbsp;</a>‌这玩意儿是准备直接退市吧","text":"‌$极氪(ZK)$ ‌这玩意儿是准备直接退市吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322904113090656","isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311764414886160,"gmtCreate":1717140343373,"gmtModify":1717140344457,"author":{"id":"3494178417732846","authorId":"3494178417732846","name":"邹小强","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a> 这玩意儿要倒闭了吗","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a> 这玩意儿要倒闭了吗","text":"$美团-W(03690)$ 这玩意儿要倒闭了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311764414886160","isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":306884329283776,"gmtCreate":1715957588636,"gmtModify":1715957590307,"author":{"id":"3494178417732846","authorId":"3494178417732846","name":"邹小强","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ZK\">$极氪(ZK)$ </a> 这么低发行价，这么少流通股也不耽误收割啊","listText":"<a href=\"https://laohu8.com/S/ZK\">$极氪(ZK)$ </a> 这么低发行价，这么少流通股也不耽误收割啊","text":"$极氪(ZK)$ 这么低发行价，这么少流通股也不耽误收割啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/306884329283776","isVote":1,"tweetType":1,"viewCount":579,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3540534252663687","authorId":"3540534252663687","name":"syngef","avatar":"https://static.tigerbbs.com/955f629a54278d4edfe3667fb6bc979e","crmLevel":7,"crmLevelSwitch":0},"content":"你有什么钱，买了多少股，值得被收割呀。。。 很多人眼里永远阴谋论。","text":"你有什么钱，买了多少股，值得被收割呀。。。 很多人眼里永远阴谋论。","html":"你有什么钱，买了多少股，值得被收割呀。。。 很多人眼里永远阴谋论。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":278806311587896,"gmtCreate":1709077739841,"gmtModify":1709077741043,"author":{"id":"3494178417732846","authorId":"3494178417732846","name":"邹小强","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LOT\">$Lotus Technology(LOT)$ </a> 佩服舒服哥收割国外韭菜的爱国情操","listText":"<a href=\"https://laohu8.com/S/LOT\">$Lotus Technology(LOT)$ </a> 佩服舒服哥收割国外韭菜的爱国情操","text":"$Lotus Technology(LOT)$ 佩服舒服哥收割国外韭菜的爱国情操","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/278806311587896","isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":334094403,"gmtCreate":1610669068202,"gmtModify":1703746072421,"author":{"id":"3494178417732846","authorId":"3494178417732846","name":"邹小强","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"还没散户手笔大啊","listText":"还没散户手笔大啊","text":"还没散户手笔大啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/334094403","repostId":"2103354041","repostType":2,"isVote":1,"tweetType":1,"viewCount":1301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":395124368,"gmtCreate":1607610287354,"gmtModify":1703849024477,"author":{"id":"3494178417732846","authorId":"3494178417732846","name":"邹小强","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NVAX\">$诺瓦瓦克斯医药(NVAX)$</a>牛逼啊， 回本不过一秒就万劫不复了","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NVAX\">$诺瓦瓦克斯医药(NVAX)$</a>牛逼啊， 回本不过一秒就万劫不复了","text":"$诺瓦瓦克斯医药(NVAX)$牛逼啊， 回本不过一秒就万劫不复了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/395124368","isVote":1,"tweetType":1,"viewCount":1822,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":391130336,"gmtCreate":1606493652325,"gmtModify":1703843447914,"author":{"id":"3494178417732846","authorId":"3494178417732846","name":"邹小强","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NVAX\">$诺瓦瓦克斯医药(NVAX)$</a> 再涨15个点，我就下山了","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NVAX\">$诺瓦瓦克斯医药(NVAX)$</a> 再涨15个点，我就下山了","text":"$诺瓦瓦克斯医药(NVAX)$ 再涨15个点，我就下山了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/391130336","isVote":1,"tweetType":1,"viewCount":1622,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3568346572132390","authorId":"3568346572132390","name":"等风来了","avatar":"https://static.tigerbbs.com/ca639172f2c7b624b46e029cac8794f7","crmLevel":1,"crmLevelSwitch":1},"content":"恭喜下山","text":"恭喜下山","html":"恭喜下山"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":974443076,"gmtCreate":1601298843495,"gmtModify":1703823879158,"author":{"id":"3494178417732846","authorId":"3494178417732846","name":"邹小强","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/INO\">$Inovio Pharmaceuticals Inc(INO)$</a>这票完蛋了","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/INO\">$Inovio Pharmaceuticals Inc(INO)$</a>这票完蛋了","text":"$Inovio Pharmaceuticals Inc(INO)$这票完蛋了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/974443076","isVote":1,"tweetType":1,"viewCount":2760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":946081594,"gmtCreate":1595518817318,"gmtModify":1704209321001,"author":{"id":"3494178417732846","authorId":"3494178417732846","name":"邹小强","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"其实我也有个问题，美元超发了多少？","listText":"其实我也有个问题，美元超发了多少？","text":"其实我也有个问题，美元超发了多少？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/946081594","repostId":"1153503410","repostType":4,"repost":{"id":"1153503410","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":1595509630,"share":"https://www.laohu8.com/m/news/1153503410?lang=&edition=full","pubTime":"2020-07-23 21:07","market":"us","language":"zh","title":"美证监会主席：对进行短期交易的特斯拉股票感到担忧","url":"https://stock-news.laohu8.com/highlight/detail?id=1153503410","media":"老虎资讯综合","summary":"7月23日，据CNBC报道，美国证监会主席克莱顿说，他对进行短期交易的特斯拉等股票感到担忧。日前，特斯拉公布了截至2020年Q2财务业绩报告。财报数据显示，2020年第二季度，特斯拉营收60.36亿美元，同比下滑4.9%，较上一季度仅增0.85%。特斯拉连续四个季度实现盈利。市场进入非理性，年初至今特斯拉股价涨幅达280%！以目前1600左右的股价来说，还是挺遭之一的，特斯拉高估了84%以上，以目前的交付量以及财报状况，特斯拉的股价上涨脱离了基本面。","content":"<p>7月23日，据CNBC报道，美国证监会主席克莱顿说，他对进行短期交易的特斯拉等股票感到担忧。</p><p>日前，特斯拉公布了截至2020年Q2财务业绩报告。财报数据显示，2020年第二季度，特斯拉营收60.36亿美元，同比下滑4.9%，较上一季度仅增0.85%。净利润为1.29亿美元；归属于普通股股东的净利润为1.04亿美元。特斯拉连续四个季度实现盈利。</p><p>市场进入非理性，年初至今特斯拉股价涨幅达280%！虽然特斯拉财报还可以，不过之前市场给的预期本来就高，在2季度交付数据出来之后，就已经price in 了。以目前1600左右的股价来说，还是挺遭之一的，特斯拉高估了84%以上，以目前的交付量以及财报状况，特斯拉的股价上涨脱离了基本面。而之所以造成之一现象，主要与特斯拉散户化，空头爆仓和纳入标普500的预期有关。</p>","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>美证监会主席：对进行短期交易的特斯拉股票感到担忧</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; 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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美证监会主席：对进行短期交易的特斯拉股票感到担忧\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\">2020-07-23 21:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月23日，据CNBC报道，美国证监会主席克莱顿说，他对进行短期交易的特斯拉等股票感到担忧。</p><p>日前，特斯拉公布了截至2020年Q2财务业绩报告。财报数据显示，2020年第二季度，特斯拉营收60.36亿美元，同比下滑4.9%，较上一季度仅增0.85%。净利润为1.29亿美元；归属于普通股股东的净利润为1.04亿美元。特斯拉连续四个季度实现盈利。</p><p>市场进入非理性，年初至今特斯拉股价涨幅达280%！虽然特斯拉财报还可以，不过之前市场给的预期本来就高，在2季度交付数据出来之后，就已经price in 了。以目前1600左右的股价来说，还是挺遭之一的，特斯拉高估了84%以上，以目前的交付量以及财报状况，特斯拉的股价上涨脱离了基本面。而之所以造成之一现象，主要与特斯拉散户化，空头爆仓和纳入标普500的预期有关。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/894b094eb32ac5072648613b2fa7f36e","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153503410","content_text":"7月23日，据CNBC报道，美国证监会主席克莱顿说，他对进行短期交易的特斯拉等股票感到担忧。日前，特斯拉公布了截至2020年Q2财务业绩报告。财报数据显示，2020年第二季度，特斯拉营收60.36亿美元，同比下滑4.9%，较上一季度仅增0.85%。净利润为1.29亿美元；归属于普通股股东的净利润为1.04亿美元。特斯拉连续四个季度实现盈利。市场进入非理性，年初至今特斯拉股价涨幅达280%！虽然特斯拉财报还可以，不过之前市场给的预期本来就高，在2季度交付数据出来之后，就已经price in 了。以目前1600左右的股价来说，还是挺遭之一的，特斯拉高估了84%以上，以目前的交付量以及财报状况，特斯拉的股价上涨脱离了基本面。而之所以造成之一现象，主要与特斯拉散户化，空头爆仓和纳入标普500的预期有关。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":948962640,"gmtCreate":1595232093180,"gmtModify":1704208122857,"author":{"id":"3494178417732846","authorId":"3494178417732846","name":"邹小强","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00317\">$中船防务(00317)$</a>这家伙。涨疯了","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00317\">$中船防务(00317)$</a>这家伙。涨疯了","text":"$中船防务(00317)$这家伙。涨疯了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/948962640","isVote":1,"tweetType":1,"viewCount":1364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":949028303,"gmtCreate":1594104749302,"gmtModify":1704203920281,"author":{"id":"3494178417732846","authorId":"3494178417732846","name":"邹小强","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"都38了还24.4买入评级","listText":"都38了还24.4买入评级","text":"都38了还24.4买入评级","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/949028303","repostId":"1113379799","repostType":2,"repost":{"id":"1113379799","pubTimestamp":1589426197,"share":"https://www.laohu8.com/m/news/1113379799?lang=&edition=full","pubTime":"2020-05-14 11:16","market":"hk","language":"zh","title":"买半导体，就是买中芯国际","url":"https://stock-news.laohu8.com/highlight/detail?id=1113379799","media":"学恒的海外观察","summary":"2020年Q1公司营收9亿美元，环比增加7.8%，在指引上线（6%~8%）。","content":"<p><b>摘要</b></p>\n<p><b>Q1业绩符合上调后的指引，毛利增速提升至91.3%</b></p>\n<p>2020年Q1公司营收9亿美元，环比增加7.8%，在指引上线（6%~8%）。同比增加35.3%。2020Q1毛利2.33亿美元，环比增加17.1%，同比增加91.3%，毛利润的增速呈现扩大趋势。公司的收入、毛利、毛利率从2019Q1以来一直保持上升趋势。公司营收增长的同时，Q1毛利率上升至25.8%。</p>\n<p><b>2020Q2收入指引同比增加19%</b></p>\n<p>公司对2020Q2收入指引环比增加3~5%，按此计算同比增加19%。在公司产能利用率达到98.5%的情况下，仍然保持增长，一是靠传统产线扩产能，二是14nm先进工艺带动增长。毛利率指引26~28%，虽然14nm开始贡献收入，但是尚未开始折旧，现阶段14nm对毛利率是正向贡献。</p>\n<p><b>14nm贡献1.3%收入，环比增长40%</b></p>\n<p>2020Q1先进工艺14nm贡献1176万美元收入，占比1.3%，较上一季度1%有所提升，环比增长40%。</p>\n<p><b>14nm带动晶圆ASP上升</b></p>\n<p>Q1等效8寸晶圆ASP达到643美元，较上一季度环比增加3%。14nm的12寸晶圆单价较高，会拉动公司整体晶圆单价上升。</p>\n<p><b>“资金+技术”双壁垒确保龙头地位，维持“买入”评级</b></p>\n<p>买半导体，就是买中芯国际。“资金+技术”双壁垒确保公司龙头地位竞争对手难以企及。公司将持续受益于代工订单向国内转移的半导体国产化红利。市场对中芯国际核心资产的认识从低估回归合理，公司合理PB估值范围2.5~2.6倍（昨日1.8倍），对应23.4~24.4港元，维持业绩预测和“买入”评级。公司作为半导体代工的技术跟随着，技术节点突破是关键，应该先看公司的技术，再看收入，最后才是利润。预计2020~2022年收入分别为36.39亿美元/41.89亿美元/48.13亿美元，增速16.8%/15.1%/14.9%，2020~2022年利润分别为1.92亿美元/2.17亿美元/2.36亿美元，增速-18.1%/13.3%/8.8%。</p>\n<p><b>风险提示</b></p>\n<p>14nm工艺进展不及预期，全球产能松动，影响公司毛利率。</p>\n<p><img src=\"https://static.tigerbbs.com/4328c081566935130c7c6c56ca8d9097\" tg-width=\"627\" tg-height=\"307\"><b>报告正文</b></p>\n<p><span><b>Q1业绩符合指引，毛利增速提升至91.3%</b></span></p>\n<p>2020年Q1公司营收9亿美元，环比增加7.8%，在指引上线（6%~8%）。同比增加35.3%。</p>\n<p>2020Q1毛利2.33亿美元，环比增加17.1%，同比增加91.3%，毛利润的增速呈现扩大趋势。</p>\n<p>从下面两图可以明显看出，公司的收入、毛利、毛利率从2019Q1以来一直保持上升趋势。</p>\n<p><img src=\"https://static.tigerbbs.com/1dbcdd3bd5a3e5e33f3e0f561bfabfef\" tg-width=\"507\" tg-height=\"376\"><img src=\"https://static.tigerbbs.com/6d0e7387dae763e19607729cb2945359\" tg-width=\"501\" tg-height=\"369\"></p>\n<p><span><b>Q1毛利率继续提升至25.8%</b></span></p>\n<p>公司营收增长的同时，Q1毛利率上升至25.8%，收入和毛利率双升，说明公司业务强劲，不是通过降价来提升收入。<img src=\"https://static.tigerbbs.com/d9052da914be638b89bd1e8f29d8e301\" tg-width=\"703\" tg-height=\"531\"><b><span>2020Q2指引超预期</span></b></p>\n<p>公司对2020Q2收入指引环比增加3~5%，按此计算同比增加19%。在公司产能利用率达到98.5%的情况下，仍然保持增长，一是靠传统产线扩产能，二是14nm先进工艺带动增长。</p>\n<p>毛利率指引26~28%，虽然14nm开始贡献收入，但是尚未开始折旧，现阶段14nm对毛利率是正向贡献。</p>\n<p><b><span>14nm贡献1.3%收入，环比增长40%</span></b></p>\n<p>2020Q1先进工艺14nm贡献1176万美元收入，占比1.3%，较上一季度1%有所提升，环比增长40%。<img src=\"https://static.tigerbbs.com/1ad2032e751734112b5322b6cec9d1c2\" tg-width=\"699\" tg-height=\"564\"><span><b>产能利用率微降至98.5%</b></span></p>\n<p>产能利用率较上一季度微降，是因为新建14nm产线影响，这正能说明公司的14nm产线扩产进度较快，能够在未来带来收入。<img src=\"https://static.tigerbbs.com/53ce23ecf6b82f3858dd0e9fb5f8dbef\" tg-width=\"721\" tg-height=\"529\"><span><b>14nm带动晶圆ASP上升</b></span></p>\n<p>Q1等效8寸晶圆ASP达到643美元，较上一季度环比增加3%。14nm的12寸晶圆单价较高，会拉动公司整体晶圆单价上升。<img src=\"https://static.tigerbbs.com/328da412ca61fbd380e8282daee6dacc\" tg-width=\"708\" tg-height=\"517\"><span><b>受益于半导体国产化，维持“买入”评级</b></span></p>\n<p>大陆半导体产业要崛起，从设计到代工、封测都要自主化，所以大陆的芯片设计公司寻求大陆代工是必然趋势。无论是国内芯片设计巨头，还是芯片设计中小型公司，都在有可能将代工转向国内，这种代工订单转移逐渐成为业内共识，且趋势正在加强。中芯国际作为国内代工龙头（产线种类多、产能大），将明显受益。</p>\n<p>预计2020~2022年收入分别为36.39亿美元/41.89亿美元/48.13亿美元，增速分别为16.8%/15.1%/14.9%，2020~2022年利润分别为1.92亿美元/2.17亿美元/2.36亿美元，增速-18.1%/13.3%/8.8%。</p>\n<p>公司作为半导体代工的技术跟随着，技术节点突破是关键，应该先看公司的技术，再看收入，最后才是利润。中长期看好国产化替代大背景下的大陆代工厂崛起。</p>\n<p>考虑在贸易战和半导体国产化大背景下，市场对中芯国际核心资产的认识从低估回归合理，公司合理PB估值范围2.5~2.6倍，对应23.4~24.4港元，维持业绩预测和“买入”评级。</p>\n<p><b><span>风险提示</span></b></p>\n<p>国内芯片设计公司代工需求减少；14nm工艺进展不及预期；全球产能松动，影响公司毛利率。</p>","source":"w19319","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>买半导体，就是买中芯国际</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\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买半导体，就是买中芯国际\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-05-14 11:16 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s?__biz=MzA4MzA0MDkzNA==&mid=2649602205&idx=1&sn=52afbe45ed97ec0c0a664260924fbf5e&chksm=87e59754b0921e429ba62acf179b1d1f3c294e4d98be25077cbba5c1bed6fe15ac450fe1dd39&scene=0&xtrack=1&key=f7d311462f93f24d33fae97a9c904dbaaa3ddbd3bda96d0693011054aa80df5e406e15da01c8c5afc2372648c44c9c4282f90eda53f3e7d17f38126f0895de378e53daff32425d810b6a3039f7d76a63&ascene=1&uin=MjIyNzA3NjE3Ng%3D%3D&devicetype=Windows+10+x64&version=62090070&lang=zh_CN&exportkey=AdJNbfMZbqHTnTN9SVvZcaw%3D&pass_ticket=n3gjj10ycIvDAyCC6zHognLQR1pYDrxw0OIJUITs0naw7P8XKK2s0e1DV1PaRu1O><strong>学恒的海外观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要\nQ1业绩符合上调后的指引，毛利增速提升至91.3%\n2020年Q1公司营收9亿美元，环比增加7.8%，在指引上线（6%~8%）。同比增加35.3%。2020Q1毛利2.33亿美元，环比增加17.1%，同比增加91.3%，毛利润的增速呈现扩大趋势。公司的收入、毛利、毛利率从2019Q1以来一直保持上升趋势。公司营收增长的同时，Q1毛利率上升至25.8%。\n2020Q2收入指引同比增加19%\n...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MzA4MzA0MDkzNA==&mid=2649602205&idx=1&sn=52afbe45ed97ec0c0a664260924fbf5e&chksm=87e59754b0921e429ba62acf179b1d1f3c294e4d98be25077cbba5c1bed6fe15ac450fe1dd39&scene=0&xtrack=1&key=f7d311462f93f24d33fae97a9c904dbaaa3ddbd3bda96d0693011054aa80df5e406e15da01c8c5afc2372648c44c9c4282f90eda53f3e7d17f38126f0895de378e53daff32425d810b6a3039f7d76a63&ascene=1&uin=MjIyNzA3NjE3Ng%3D%3D&devicetype=Windows+10+x64&version=62090070&lang=zh_CN&exportkey=AdJNbfMZbqHTnTN9SVvZcaw%3D&pass_ticket=n3gjj10ycIvDAyCC6zHognLQR1pYDrxw0OIJUITs0naw7P8XKK2s0e1DV1PaRu1O\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3be073c48687d6812bf61451014ebc9c","relate_stocks":{"00981":"中芯国际"},"source_url":"https://mp.weixin.qq.com/s?__biz=MzA4MzA0MDkzNA==&mid=2649602205&idx=1&sn=52afbe45ed97ec0c0a664260924fbf5e&chksm=87e59754b0921e429ba62acf179b1d1f3c294e4d98be25077cbba5c1bed6fe15ac450fe1dd39&scene=0&xtrack=1&key=f7d311462f93f24d33fae97a9c904dbaaa3ddbd3bda96d0693011054aa80df5e406e15da01c8c5afc2372648c44c9c4282f90eda53f3e7d17f38126f0895de378e53daff32425d810b6a3039f7d76a63&ascene=1&uin=MjIyNzA3NjE3Ng%3D%3D&devicetype=Windows+10+x64&version=62090070&lang=zh_CN&exportkey=AdJNbfMZbqHTnTN9SVvZcaw%3D&pass_ticket=n3gjj10ycIvDAyCC6zHognLQR1pYDrxw0OIJUITs0naw7P8XKK2s0e1DV1PaRu1O","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113379799","content_text":"摘要\nQ1业绩符合上调后的指引，毛利增速提升至91.3%\n2020年Q1公司营收9亿美元，环比增加7.8%，在指引上线（6%~8%）。同比增加35.3%。2020Q1毛利2.33亿美元，环比增加17.1%，同比增加91.3%，毛利润的增速呈现扩大趋势。公司的收入、毛利、毛利率从2019Q1以来一直保持上升趋势。公司营收增长的同时，Q1毛利率上升至25.8%。\n2020Q2收入指引同比增加19%\n公司对2020Q2收入指引环比增加3~5%，按此计算同比增加19%。在公司产能利用率达到98.5%的情况下，仍然保持增长，一是靠传统产线扩产能，二是14nm先进工艺带动增长。毛利率指引26~28%，虽然14nm开始贡献收入，但是尚未开始折旧，现阶段14nm对毛利率是正向贡献。\n14nm贡献1.3%收入，环比增长40%\n2020Q1先进工艺14nm贡献1176万美元收入，占比1.3%，较上一季度1%有所提升，环比增长40%。\n14nm带动晶圆ASP上升\nQ1等效8寸晶圆ASP达到643美元，较上一季度环比增加3%。14nm的12寸晶圆单价较高，会拉动公司整体晶圆单价上升。\n“资金+技术”双壁垒确保龙头地位，维持“买入”评级\n买半导体，就是买中芯国际。“资金+技术”双壁垒确保公司龙头地位竞争对手难以企及。公司将持续受益于代工订单向国内转移的半导体国产化红利。市场对中芯国际核心资产的认识从低估回归合理，公司合理PB估值范围2.5~2.6倍（昨日1.8倍），对应23.4~24.4港元，维持业绩预测和“买入”评级。公司作为半导体代工的技术跟随着，技术节点突破是关键，应该先看公司的技术，再看收入，最后才是利润。预计2020~2022年收入分别为36.39亿美元/41.89亿美元/48.13亿美元，增速16.8%/15.1%/14.9%，2020~2022年利润分别为1.92亿美元/2.17亿美元/2.36亿美元，增速-18.1%/13.3%/8.8%。\n风险提示\n14nm工艺进展不及预期，全球产能松动，影响公司毛利率。\n报告正文\nQ1业绩符合指引，毛利增速提升至91.3%\n2020年Q1公司营收9亿美元，环比增加7.8%，在指引上线（6%~8%）。同比增加35.3%。\n2020Q1毛利2.33亿美元，环比增加17.1%，同比增加91.3%，毛利润的增速呈现扩大趋势。\n从下面两图可以明显看出，公司的收入、毛利、毛利率从2019Q1以来一直保持上升趋势。\n\nQ1毛利率继续提升至25.8%\n公司营收增长的同时，Q1毛利率上升至25.8%，收入和毛利率双升，说明公司业务强劲，不是通过降价来提升收入。2020Q2指引超预期\n公司对2020Q2收入指引环比增加3~5%，按此计算同比增加19%。在公司产能利用率达到98.5%的情况下，仍然保持增长，一是靠传统产线扩产能，二是14nm先进工艺带动增长。\n毛利率指引26~28%，虽然14nm开始贡献收入，但是尚未开始折旧，现阶段14nm对毛利率是正向贡献。\n14nm贡献1.3%收入，环比增长40%\n2020Q1先进工艺14nm贡献1176万美元收入，占比1.3%，较上一季度1%有所提升，环比增长40%。产能利用率微降至98.5%\n产能利用率较上一季度微降，是因为新建14nm产线影响，这正能说明公司的14nm产线扩产进度较快，能够在未来带来收入。14nm带动晶圆ASP上升\nQ1等效8寸晶圆ASP达到643美元，较上一季度环比增加3%。14nm的12寸晶圆单价较高，会拉动公司整体晶圆单价上升。受益于半导体国产化，维持“买入”评级\n大陆半导体产业要崛起，从设计到代工、封测都要自主化，所以大陆的芯片设计公司寻求大陆代工是必然趋势。无论是国内芯片设计巨头，还是芯片设计中小型公司，都在有可能将代工转向国内，这种代工订单转移逐渐成为业内共识，且趋势正在加强。中芯国际作为国内代工龙头（产线种类多、产能大），将明显受益。\n预计2020~2022年收入分别为36.39亿美元/41.89亿美元/48.13亿美元，增速分别为16.8%/15.1%/14.9%，2020~2022年利润分别为1.92亿美元/2.17亿美元/2.36亿美元，增速-18.1%/13.3%/8.8%。\n公司作为半导体代工的技术跟随着，技术节点突破是关键，应该先看公司的技术，再看收入，最后才是利润。中长期看好国产化替代大背景下的大陆代工厂崛起。\n考虑在贸易战和半导体国产化大背景下，市场对中芯国际核心资产的认识从低估回归合理，公司合理PB估值范围2.5~2.6倍，对应23.4~24.4港元，维持业绩预测和“买入”评级。\n风险提示\n国内芯片设计公司代工需求减少；14nm工艺进展不及预期；全球产能松动，影响公司毛利率。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1722,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":957268756,"gmtCreate":1593449569975,"gmtModify":1704202024967,"author":{"id":"3494178417732846","authorId":"3494178417732846","name":"邹小强","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a 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这玩意儿要倒闭了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311764414886160","isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":395124368,"gmtCreate":1607610287354,"gmtModify":1703849024477,"author":{"id":"3494178417732846","authorId":"3494178417732846","name":"邹小强","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NVAX\">$诺瓦瓦克斯医药(NVAX)$</a>牛逼啊， 回本不过一秒就万劫不复了","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/NVAX\">$诺瓦瓦克斯医药(NVAX)$</a>牛逼啊， 回本不过一秒就万劫不复了","text":"$诺瓦瓦克斯医药(NVAX)$牛逼啊， 回本不过一秒就万劫不复了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/395124368","isVote":1,"tweetType":1,"viewCount":1822,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":946081594,"gmtCreate":1595518817318,"gmtModify":1704209321001,"author":{"id":"3494178417732846","authorId":"3494178417732846","name":"邹小强","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"其实我也有个问题，美元超发了多少？","listText":"其实我也有个问题，美元超发了多少？","text":"其实我也有个问题，美元超发了多少？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/946081594","repostId":"1153503410","repostType":4,"repost":{"id":"1153503410","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":1595509630,"share":"https://www.laohu8.com/m/news/1153503410?lang=&edition=full","pubTime":"2020-07-23 21:07","market":"us","language":"zh","title":"美证监会主席：对进行短期交易的特斯拉股票感到担忧","url":"https://stock-news.laohu8.com/highlight/detail?id=1153503410","media":"老虎资讯综合","summary":"7月23日，据CNBC报道，美国证监会主席克莱顿说，他对进行短期交易的特斯拉等股票感到担忧。日前，特斯拉公布了截至2020年Q2财务业绩报告。财报数据显示，2020年第二季度，特斯拉营收60.36亿美元，同比下滑4.9%，较上一季度仅增0.85%。特斯拉连续四个季度实现盈利。市场进入非理性，年初至今特斯拉股价涨幅达280%！以目前1600左右的股价来说，还是挺遭之一的，特斯拉高估了84%以上，以目前的交付量以及财报状况，特斯拉的股价上涨脱离了基本面。","content":"<p>7月23日，据CNBC报道，美国证监会主席克莱顿说，他对进行短期交易的特斯拉等股票感到担忧。</p><p>日前，特斯拉公布了截至2020年Q2财务业绩报告。财报数据显示，2020年第二季度，特斯拉营收60.36亿美元，同比下滑4.9%，较上一季度仅增0.85%。净利润为1.29亿美元；归属于普通股股东的净利润为1.04亿美元。特斯拉连续四个季度实现盈利。</p><p>市场进入非理性，年初至今特斯拉股价涨幅达280%！虽然特斯拉财报还可以，不过之前市场给的预期本来就高，在2季度交付数据出来之后，就已经price in 了。以目前1600左右的股价来说，还是挺遭之一的，特斯拉高估了84%以上，以目前的交付量以及财报状况，特斯拉的股价上涨脱离了基本面。而之所以造成之一现象，主要与特斯拉散户化，空头爆仓和纳入标普500的预期有关。</p>","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>美证监会主席：对进行短期交易的特斯拉股票感到担忧</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; 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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美证监会主席：对进行短期交易的特斯拉股票感到担忧\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\">2020-07-23 21:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月23日，据CNBC报道，美国证监会主席克莱顿说，他对进行短期交易的特斯拉等股票感到担忧。</p><p>日前，特斯拉公布了截至2020年Q2财务业绩报告。财报数据显示，2020年第二季度，特斯拉营收60.36亿美元，同比下滑4.9%，较上一季度仅增0.85%。净利润为1.29亿美元；归属于普通股股东的净利润为1.04亿美元。特斯拉连续四个季度实现盈利。</p><p>市场进入非理性，年初至今特斯拉股价涨幅达280%！虽然特斯拉财报还可以，不过之前市场给的预期本来就高，在2季度交付数据出来之后，就已经price in 了。以目前1600左右的股价来说，还是挺遭之一的，特斯拉高估了84%以上，以目前的交付量以及财报状况，特斯拉的股价上涨脱离了基本面。而之所以造成之一现象，主要与特斯拉散户化，空头爆仓和纳入标普500的预期有关。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/894b094eb32ac5072648613b2fa7f36e","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1153503410","content_text":"7月23日，据CNBC报道，美国证监会主席克莱顿说，他对进行短期交易的特斯拉等股票感到担忧。日前，特斯拉公布了截至2020年Q2财务业绩报告。财报数据显示，2020年第二季度，特斯拉营收60.36亿美元，同比下滑4.9%，较上一季度仅增0.85%。净利润为1.29亿美元；归属于普通股股东的净利润为1.04亿美元。特斯拉连续四个季度实现盈利。市场进入非理性，年初至今特斯拉股价涨幅达280%！虽然特斯拉财报还可以，不过之前市场给的预期本来就高，在2季度交付数据出来之后，就已经price in 了。以目前1600左右的股价来说，还是挺遭之一的，特斯拉高估了84%以上，以目前的交付量以及财报状况，特斯拉的股价上涨脱离了基本面。而之所以造成之一现象，主要与特斯拉散户化，空头爆仓和纳入标普500的预期有关。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322904113090656,"gmtCreate":1719843162366,"gmtModify":1719843163651,"author":{"id":"3494178417732846","authorId":"3494178417732846","name":"邹小强","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/ZK\">$极氪(ZK)$ &nbsp;</a>‌这玩意儿是准备直接退市吧","listText":"‌<a href=\"https://laohu8.com/S/ZK\">$极氪(ZK)$ &nbsp;</a>‌这玩意儿是准备直接退市吧","text":"‌$极氪(ZK)$ ‌这玩意儿是准备直接退市吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322904113090656","isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":278806311587896,"gmtCreate":1709077739841,"gmtModify":1709077741043,"author":{"id":"3494178417732846","authorId":"3494178417732846","name":"邹小强","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LOT\">$Lotus Technology(LOT)$ </a> 佩服舒服哥收割国外韭菜的爱国情操","listText":"<a href=\"https://laohu8.com/S/LOT\">$Lotus Technology(LOT)$ </a> 佩服舒服哥收割国外韭菜的爱国情操","text":"$Lotus Technology(LOT)$ 佩服舒服哥收割国外韭菜的爱国情操","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/278806311587896","isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":334094403,"gmtCreate":1610669068202,"gmtModify":1703746072421,"author":{"id":"3494178417732846","authorId":"3494178417732846","name":"邹小强","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"还没散户手笔大啊","listText":"还没散户手笔大啊","text":"还没散户手笔大啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/334094403","repostId":"2103354041","repostType":2,"isVote":1,"tweetType":1,"viewCount":1301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":948962640,"gmtCreate":1595232093180,"gmtModify":1704208122857,"author":{"id":"3494178417732846","authorId":"3494178417732846","name":"邹小强","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00317\">$中船防务(00317)$</a>这家伙。涨疯了","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/00317\">$中船防务(00317)$</a>这家伙。涨疯了","text":"$中船防务(00317)$这家伙。涨疯了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/948962640","isVote":1,"tweetType":1,"viewCount":1364,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":949028303,"gmtCreate":1594104749302,"gmtModify":1704203920281,"author":{"id":"3494178417732846","authorId":"3494178417732846","name":"邹小强","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"都38了还24.4买入评级","listText":"都38了还24.4买入评级","text":"都38了还24.4买入评级","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/949028303","repostId":"1113379799","repostType":2,"repost":{"id":"1113379799","pubTimestamp":1589426197,"share":"https://www.laohu8.com/m/news/1113379799?lang=&edition=full","pubTime":"2020-05-14 11:16","market":"hk","language":"zh","title":"买半导体，就是买中芯国际","url":"https://stock-news.laohu8.com/highlight/detail?id=1113379799","media":"学恒的海外观察","summary":"2020年Q1公司营收9亿美元，环比增加7.8%，在指引上线（6%~8%）。","content":"<p><b>摘要</b></p>\n<p><b>Q1业绩符合上调后的指引，毛利增速提升至91.3%</b></p>\n<p>2020年Q1公司营收9亿美元，环比增加7.8%，在指引上线（6%~8%）。同比增加35.3%。2020Q1毛利2.33亿美元，环比增加17.1%，同比增加91.3%，毛利润的增速呈现扩大趋势。公司的收入、毛利、毛利率从2019Q1以来一直保持上升趋势。公司营收增长的同时，Q1毛利率上升至25.8%。</p>\n<p><b>2020Q2收入指引同比增加19%</b></p>\n<p>公司对2020Q2收入指引环比增加3~5%，按此计算同比增加19%。在公司产能利用率达到98.5%的情况下，仍然保持增长，一是靠传统产线扩产能，二是14nm先进工艺带动增长。毛利率指引26~28%，虽然14nm开始贡献收入，但是尚未开始折旧，现阶段14nm对毛利率是正向贡献。</p>\n<p><b>14nm贡献1.3%收入，环比增长40%</b></p>\n<p>2020Q1先进工艺14nm贡献1176万美元收入，占比1.3%，较上一季度1%有所提升，环比增长40%。</p>\n<p><b>14nm带动晶圆ASP上升</b></p>\n<p>Q1等效8寸晶圆ASP达到643美元，较上一季度环比增加3%。14nm的12寸晶圆单价较高，会拉动公司整体晶圆单价上升。</p>\n<p><b>“资金+技术”双壁垒确保龙头地位，维持“买入”评级</b></p>\n<p>买半导体，就是买中芯国际。“资金+技术”双壁垒确保公司龙头地位竞争对手难以企及。公司将持续受益于代工订单向国内转移的半导体国产化红利。市场对中芯国际核心资产的认识从低估回归合理，公司合理PB估值范围2.5~2.6倍（昨日1.8倍），对应23.4~24.4港元，维持业绩预测和“买入”评级。公司作为半导体代工的技术跟随着，技术节点突破是关键，应该先看公司的技术，再看收入，最后才是利润。预计2020~2022年收入分别为36.39亿美元/41.89亿美元/48.13亿美元，增速16.8%/15.1%/14.9%，2020~2022年利润分别为1.92亿美元/2.17亿美元/2.36亿美元，增速-18.1%/13.3%/8.8%。</p>\n<p><b>风险提示</b></p>\n<p>14nm工艺进展不及预期，全球产能松动，影响公司毛利率。</p>\n<p><img src=\"https://static.tigerbbs.com/4328c081566935130c7c6c56ca8d9097\" tg-width=\"627\" tg-height=\"307\"><b>报告正文</b></p>\n<p><span><b>Q1业绩符合指引，毛利增速提升至91.3%</b></span></p>\n<p>2020年Q1公司营收9亿美元，环比增加7.8%，在指引上线（6%~8%）。同比增加35.3%。</p>\n<p>2020Q1毛利2.33亿美元，环比增加17.1%，同比增加91.3%，毛利润的增速呈现扩大趋势。</p>\n<p>从下面两图可以明显看出，公司的收入、毛利、毛利率从2019Q1以来一直保持上升趋势。</p>\n<p><img src=\"https://static.tigerbbs.com/1dbcdd3bd5a3e5e33f3e0f561bfabfef\" tg-width=\"507\" tg-height=\"376\"><img src=\"https://static.tigerbbs.com/6d0e7387dae763e19607729cb2945359\" tg-width=\"501\" tg-height=\"369\"></p>\n<p><span><b>Q1毛利率继续提升至25.8%</b></span></p>\n<p>公司营收增长的同时，Q1毛利率上升至25.8%，收入和毛利率双升，说明公司业务强劲，不是通过降价来提升收入。<img src=\"https://static.tigerbbs.com/d9052da914be638b89bd1e8f29d8e301\" tg-width=\"703\" tg-height=\"531\"><b><span>2020Q2指引超预期</span></b></p>\n<p>公司对2020Q2收入指引环比增加3~5%，按此计算同比增加19%。在公司产能利用率达到98.5%的情况下，仍然保持增长，一是靠传统产线扩产能，二是14nm先进工艺带动增长。</p>\n<p>毛利率指引26~28%，虽然14nm开始贡献收入，但是尚未开始折旧，现阶段14nm对毛利率是正向贡献。</p>\n<p><b><span>14nm贡献1.3%收入，环比增长40%</span></b></p>\n<p>2020Q1先进工艺14nm贡献1176万美元收入，占比1.3%，较上一季度1%有所提升，环比增长40%。<img src=\"https://static.tigerbbs.com/1ad2032e751734112b5322b6cec9d1c2\" tg-width=\"699\" tg-height=\"564\"><span><b>产能利用率微降至98.5%</b></span></p>\n<p>产能利用率较上一季度微降，是因为新建14nm产线影响，这正能说明公司的14nm产线扩产进度较快，能够在未来带来收入。<img src=\"https://static.tigerbbs.com/53ce23ecf6b82f3858dd0e9fb5f8dbef\" tg-width=\"721\" tg-height=\"529\"><span><b>14nm带动晶圆ASP上升</b></span></p>\n<p>Q1等效8寸晶圆ASP达到643美元，较上一季度环比增加3%。14nm的12寸晶圆单价较高，会拉动公司整体晶圆单价上升。<img src=\"https://static.tigerbbs.com/328da412ca61fbd380e8282daee6dacc\" tg-width=\"708\" tg-height=\"517\"><span><b>受益于半导体国产化，维持“买入”评级</b></span></p>\n<p>大陆半导体产业要崛起，从设计到代工、封测都要自主化，所以大陆的芯片设计公司寻求大陆代工是必然趋势。无论是国内芯片设计巨头，还是芯片设计中小型公司，都在有可能将代工转向国内，这种代工订单转移逐渐成为业内共识，且趋势正在加强。中芯国际作为国内代工龙头（产线种类多、产能大），将明显受益。</p>\n<p>预计2020~2022年收入分别为36.39亿美元/41.89亿美元/48.13亿美元，增速分别为16.8%/15.1%/14.9%，2020~2022年利润分别为1.92亿美元/2.17亿美元/2.36亿美元，增速-18.1%/13.3%/8.8%。</p>\n<p>公司作为半导体代工的技术跟随着，技术节点突破是关键，应该先看公司的技术，再看收入，最后才是利润。中长期看好国产化替代大背景下的大陆代工厂崛起。</p>\n<p>考虑在贸易战和半导体国产化大背景下，市场对中芯国际核心资产的认识从低估回归合理，公司合理PB估值范围2.5~2.6倍，对应23.4~24.4港元，维持业绩预测和“买入”评级。</p>\n<p><b><span>风险提示</span></b></p>\n<p>国内芯片设计公司代工需求减少；14nm工艺进展不及预期；全球产能松动，影响公司毛利率。</p>","source":"w19319","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>买半导体，就是买中芯国际</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买半导体，就是买中芯国际\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-05-14 11:16 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s?__biz=MzA4MzA0MDkzNA==&mid=2649602205&idx=1&sn=52afbe45ed97ec0c0a664260924fbf5e&chksm=87e59754b0921e429ba62acf179b1d1f3c294e4d98be25077cbba5c1bed6fe15ac450fe1dd39&scene=0&xtrack=1&key=f7d311462f93f24d33fae97a9c904dbaaa3ddbd3bda96d0693011054aa80df5e406e15da01c8c5afc2372648c44c9c4282f90eda53f3e7d17f38126f0895de378e53daff32425d810b6a3039f7d76a63&ascene=1&uin=MjIyNzA3NjE3Ng%3D%3D&devicetype=Windows+10+x64&version=62090070&lang=zh_CN&exportkey=AdJNbfMZbqHTnTN9SVvZcaw%3D&pass_ticket=n3gjj10ycIvDAyCC6zHognLQR1pYDrxw0OIJUITs0naw7P8XKK2s0e1DV1PaRu1O><strong>学恒的海外观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摘要\nQ1业绩符合上调后的指引，毛利增速提升至91.3%\n2020年Q1公司营收9亿美元，环比增加7.8%，在指引上线（6%~8%）。同比增加35.3%。2020Q1毛利2.33亿美元，环比增加17.1%，同比增加91.3%，毛利润的增速呈现扩大趋势。公司的收入、毛利、毛利率从2019Q1以来一直保持上升趋势。公司营收增长的同时，Q1毛利率上升至25.8%。\n2020Q2收入指引同比增加19%\n...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MzA4MzA0MDkzNA==&mid=2649602205&idx=1&sn=52afbe45ed97ec0c0a664260924fbf5e&chksm=87e59754b0921e429ba62acf179b1d1f3c294e4d98be25077cbba5c1bed6fe15ac450fe1dd39&scene=0&xtrack=1&key=f7d311462f93f24d33fae97a9c904dbaaa3ddbd3bda96d0693011054aa80df5e406e15da01c8c5afc2372648c44c9c4282f90eda53f3e7d17f38126f0895de378e53daff32425d810b6a3039f7d76a63&ascene=1&uin=MjIyNzA3NjE3Ng%3D%3D&devicetype=Windows+10+x64&version=62090070&lang=zh_CN&exportkey=AdJNbfMZbqHTnTN9SVvZcaw%3D&pass_ticket=n3gjj10ycIvDAyCC6zHognLQR1pYDrxw0OIJUITs0naw7P8XKK2s0e1DV1PaRu1O\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3be073c48687d6812bf61451014ebc9c","relate_stocks":{"00981":"中芯国际"},"source_url":"https://mp.weixin.qq.com/s?__biz=MzA4MzA0MDkzNA==&mid=2649602205&idx=1&sn=52afbe45ed97ec0c0a664260924fbf5e&chksm=87e59754b0921e429ba62acf179b1d1f3c294e4d98be25077cbba5c1bed6fe15ac450fe1dd39&scene=0&xtrack=1&key=f7d311462f93f24d33fae97a9c904dbaaa3ddbd3bda96d0693011054aa80df5e406e15da01c8c5afc2372648c44c9c4282f90eda53f3e7d17f38126f0895de378e53daff32425d810b6a3039f7d76a63&ascene=1&uin=MjIyNzA3NjE3Ng%3D%3D&devicetype=Windows+10+x64&version=62090070&lang=zh_CN&exportkey=AdJNbfMZbqHTnTN9SVvZcaw%3D&pass_ticket=n3gjj10ycIvDAyCC6zHognLQR1pYDrxw0OIJUITs0naw7P8XKK2s0e1DV1PaRu1O","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113379799","content_text":"摘要\nQ1业绩符合上调后的指引，毛利增速提升至91.3%\n2020年Q1公司营收9亿美元，环比增加7.8%，在指引上线（6%~8%）。同比增加35.3%。2020Q1毛利2.33亿美元，环比增加17.1%，同比增加91.3%，毛利润的增速呈现扩大趋势。公司的收入、毛利、毛利率从2019Q1以来一直保持上升趋势。公司营收增长的同时，Q1毛利率上升至25.8%。\n2020Q2收入指引同比增加19%\n公司对2020Q2收入指引环比增加3~5%，按此计算同比增加19%。在公司产能利用率达到98.5%的情况下，仍然保持增长，一是靠传统产线扩产能，二是14nm先进工艺带动增长。毛利率指引26~28%，虽然14nm开始贡献收入，但是尚未开始折旧，现阶段14nm对毛利率是正向贡献。\n14nm贡献1.3%收入，环比增长40%\n2020Q1先进工艺14nm贡献1176万美元收入，占比1.3%，较上一季度1%有所提升，环比增长40%。\n14nm带动晶圆ASP上升\nQ1等效8寸晶圆ASP达到643美元，较上一季度环比增加3%。14nm的12寸晶圆单价较高，会拉动公司整体晶圆单价上升。\n“资金+技术”双壁垒确保龙头地位，维持“买入”评级\n买半导体，就是买中芯国际。“资金+技术”双壁垒确保公司龙头地位竞争对手难以企及。公司将持续受益于代工订单向国内转移的半导体国产化红利。市场对中芯国际核心资产的认识从低估回归合理，公司合理PB估值范围2.5~2.6倍（昨日1.8倍），对应23.4~24.4港元，维持业绩预测和“买入”评级。公司作为半导体代工的技术跟随着，技术节点突破是关键，应该先看公司的技术，再看收入，最后才是利润。预计2020~2022年收入分别为36.39亿美元/41.89亿美元/48.13亿美元，增速16.8%/15.1%/14.9%，2020~2022年利润分别为1.92亿美元/2.17亿美元/2.36亿美元，增速-18.1%/13.3%/8.8%。\n风险提示\n14nm工艺进展不及预期，全球产能松动，影响公司毛利率。\n报告正文\nQ1业绩符合指引，毛利增速提升至91.3%\n2020年Q1公司营收9亿美元，环比增加7.8%，在指引上线（6%~8%）。同比增加35.3%。\n2020Q1毛利2.33亿美元，环比增加17.1%，同比增加91.3%，毛利润的增速呈现扩大趋势。\n从下面两图可以明显看出，公司的收入、毛利、毛利率从2019Q1以来一直保持上升趋势。\n\nQ1毛利率继续提升至25.8%\n公司营收增长的同时，Q1毛利率上升至25.8%，收入和毛利率双升，说明公司业务强劲，不是通过降价来提升收入。2020Q2指引超预期\n公司对2020Q2收入指引环比增加3~5%，按此计算同比增加19%。在公司产能利用率达到98.5%的情况下，仍然保持增长，一是靠传统产线扩产能，二是14nm先进工艺带动增长。\n毛利率指引26~28%，虽然14nm开始贡献收入，但是尚未开始折旧，现阶段14nm对毛利率是正向贡献。\n14nm贡献1.3%收入，环比增长40%\n2020Q1先进工艺14nm贡献1176万美元收入，占比1.3%，较上一季度1%有所提升，环比增长40%。产能利用率微降至98.5%\n产能利用率较上一季度微降，是因为新建14nm产线影响，这正能说明公司的14nm产线扩产进度较快，能够在未来带来收入。14nm带动晶圆ASP上升\nQ1等效8寸晶圆ASP达到643美元，较上一季度环比增加3%。14nm的12寸晶圆单价较高，会拉动公司整体晶圆单价上升。受益于半导体国产化，维持“买入”评级\n大陆半导体产业要崛起，从设计到代工、封测都要自主化，所以大陆的芯片设计公司寻求大陆代工是必然趋势。无论是国内芯片设计巨头，还是芯片设计中小型公司，都在有可能将代工转向国内，这种代工订单转移逐渐成为业内共识，且趋势正在加强。中芯国际作为国内代工龙头（产线种类多、产能大），将明显受益。\n预计2020~2022年收入分别为36.39亿美元/41.89亿美元/48.13亿美元，增速分别为16.8%/15.1%/14.9%，2020~2022年利润分别为1.92亿美元/2.17亿美元/2.36亿美元，增速-18.1%/13.3%/8.8%。\n公司作为半导体代工的技术跟随着，技术节点突破是关键，应该先看公司的技术，再看收入，最后才是利润。中长期看好国产化替代大背景下的大陆代工厂崛起。\n考虑在贸易战和半导体国产化大背景下，市场对中芯国际核心资产的认识从低估回归合理，公司合理PB估值范围2.5~2.6倍，对应23.4~24.4港元，维持业绩预测和“买入”评级。\n风险提示\n国内芯片设计公司代工需求减少；14nm工艺进展不及预期；全球产能松动，影响公司毛利率。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1722,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":957268756,"gmtCreate":1593449569975,"gmtModify":1704202024967,"author":{"id":"3494178417732846","authorId":"3494178417732846","name":"邹小强","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/00699\">$神州租车(00699)$</a>有止损的吗？","text":"$神州租车(00699)$有止损的吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/922395410","isVote":1,"tweetType":1,"viewCount":1105,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341836,"gmtCreate":1543421031778,"gmtModify":1704782204744,"author":{"id":"3494178417732846","authorId":"3494178417732846","name":"邹小强","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"$微博(WB)$ 此票牛逼","listText":"$微博(WB)$ 此票牛逼","text":"$微博(WB)$ 此票牛逼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341836","isVote":1,"tweetType":1,"viewCount":361,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}