T2022042401的个人主页 - 老虎社区

T2022042401

T2022042401

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IP属地：浙江

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2021-09-29

很多半导体是哪里？我查不到啊[惊讶]

绝对不是危言耸听！限电对半导体的影响如此之大

2020-04-21

$小米集团-W(01810)$重仓了，我就是铁头公子，希望不要头给拍飞了[捂脸]

2020-04-14

$小米集团-W(01810)$大佬为什么要监视我，为什么要和我这点小钱过不去[笑哭] 大清早挂的单子，今天估计是一笔都成交不了了。

2020-04-01

$小米集团-W(01810)$冲鸭

2020-03-27

我觉得这波反而稳了，手相治愈后，提振信心

盘前：黑色星期五来袭！英国首相确诊欧洲重挫

2020-03-19

$小米集团-W(01810)$之前听说小米现金流很多，还是雷老板有远见[开心]

2020-03-17

$三倍做多黄金矿业指数ETF-Direxion(NUGT)$换手率104，哈哈哈哈，这可逗死我了

2020-01-18

没有百度，你的生活会更好[捂脸]

成立21年市值破万亿，Google凭什么？

2019-11-29

$小米集团-W(01810)$ 还以为必定能上车，结果磨磨叽叽快2个小时，还是成交不了，这波飞了要[捂脸] [捂脸] [捂脸]

2019-11-07

$哔哩哔哩(BILI)$ 哈哈哈哈，你在此地不要走动，我去买4500斤橘子[开心] 真的是人才，心也太黑了[捂脸]

2019-01-09

$小米集团-W(01810)$现在三分之一仓，能不能破十块再让我上一波车呢？你们说万一是死亡灵车呢？[难过]

2018-12-21

$优信(UXIN)$老虎这个是不是显示有问题，我应该是强平后亏损一百多美金呀，为啥还显示盈利？

2018-12-20

$优信(UXIN)$ 趁你病要你命，就是要要拉爆空军[捂脸]

2018-12-19

$优信(UXIN)$爆米花吃起来，戏看起来，距离表演还有3分钟

2018-11-20

$哔哩哔哩(BILI)$为什么有种没有加仓的机会的感觉美股，令人秃头。

2018-11-17

$哔哩哔哩(BILI)$这走势是跟着纳指来的呀

2018-11-16

$哔哩哔哩(BILI)$游戏营收一般，但不会太差。但我赌五毛这季度会员数量爆炸，游戏占比进一步降低。财报好是肯定的，就是能好到哪里去得看财报了。希望不出财报以外的幺蛾子

2018-11-16

$哔哩哔哩(BILI)$这波14.7差不多到顶了

2018-11-02

$小米集团-W(01810)$终于开始不红了，感动的想哭

2018-10-19

$京东(JD)$2333这个价格好，入了!2333

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14:57","market":"us","language":"zh","title":"绝对不是危言耸听！限电对半导体的影响如此之大","url":"https://stock-news.laohu8.com/highlight/detail?id=2170754896","media":"芯谋研究","summary":"企业需要增加风险防控能力","content":"<p>近来多地拉闸断电，很多半导体企业竟然也被无差别地执行拉闸停工。这显然是对“能耗双控”国策，对发展半导体产业的国策的双重误读。这种运动式“减碳”已被政治局会议点名批评，正如人民日报旗下的侠客岛所说，“一刀切”要求企业停产、限产，后患无穷。</p>\n<p>电力短缺叠加能耗大考，地方确实多有难处，但作为半导体产业智库，芯谋研究认为介于半导体产业在经济命脉中所起的核心作用，但凡有一点可能，断电时应该对半导体企业区别对待。</p>\n<p>影响非同小可</p>\n<p>首先，<b>半导体不是想关就关，想开就开的寻常产业。</b></p>\n<p>“卡脖子”一词极为形象地概括了目前半导体于中国生死系之的重要地位，它与人类共同命运攸关的“能耗双控”相比，至少是同等重要的。国家有严格的界定，“能耗双控”的是螺纹钢、黄磷、电解铝、建材、煤电等高耗能低端产业。说实话，很多生产型的半导体项目确实是用电、用水大户，如果不看半导体项目的重要性，关停半导体项目确实挺省电的，但脖子还要不要？</p>\n<p>区区一次半导体企停电停工，后果有这么严重吗？此次关停，确实后果严重。半导体制造与封测企业，产线长年连续运转，设备一年只停一次用来检修维护，这就是所谓的岁休。因为关停一次，对设备的损耗与寿命有重大影响，设备重启先要用试验芯片测试设备稳定性，然后用生产芯片小批量再测试一遍。</p>\n<p>由于产线整体停机，需要对产线上的每台设备都做测试，这是一个大工程，算上准备物料等环节，全厂至少要折腾大半个星期才能重启产线。关机时还会对Wafer造成损害。这些企业宁可人工三班倒，也不敢停机器。所以半导体企业关停一次是很严重的事，绝对没有外界想象得那么简单。</p>\n<p>雪上加霜的是，年底是电子消费品旺季，中国是全球手机制造中心，华为、小米、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>这些企业刚刚发布新品，现在是半导体企业一年中最为繁忙的时候，是足金足赤的金九银十。打个比方来说，现在就是半导体企业的双抢季节。这个时候却把人家电给断了，后果自然严重。</p>\n<p><b>再进一步，由于产能短缺，半导体供应不足已经严重影响经济整体运行。</b>以汽车芯片为例，上游芯片短缺，汽车作为国民经济支柱产业已经严重受到影响，很多大型汽车制造企业已经停产。芯片企业被拉闸停电，整个生产链就更加严峻，其影响一层层向下游传递，在乘数效应下其影响被十倍几十倍地放大。这根本就不是今天关停，明天加班再追回来的概念。</p>\n<p>再反过来说，今年产能短缺，是中国半导体产业几十年一遇的绝好机会，很多进不了供应链的企业，终于有机会进入主流供应链。毫不夸张地说，对很多企业，今年一年抵得上以往十年。损失这种倍增机会，怎么不叫人痛心。</p>\n<p><b>最后，全球疫情肆虐已经两年，全球供应链七零八落，唯有中国在稳定运转，是全世界的定海神针。</b>这是中国制造能力无与伦比的成就，也意味无尽的新增订单正向中国飞来。但就因为有些地方对国家政策的曲解而打破金身，这损失会有多大？</p>\n<p>统筹规划半导体企业耗能</p>\n<p>当下是产业旺季，半导体企业承受着出货压力，在加班加点进行赶工，此时粗暴式的限电会对半导体企业造成非常大的损失。与其他类别企业相比，半导体企业具有特殊性，停工并非简单的停工，所以应该对产业链进行分环节管控，不同的企业采取不同的做法，对能耗进行更精细化管控，而非简单粗暴的“一刀切”。</p>\n<p>产业相关主管部门在能源规划时，应对当地产业链进行充分的调研和整体考量，根据产业链上下游缺料和产能具体情况，排出一个合理的生产顺序，与同级节能主管部门做好统筹衔接，进行整体的考量，通过正面协调，来保障重要产业链的生产。不搞特殊袭击，给予特殊的规模半导体企业一定豁免权。</p>\n<p>对于企业来讲，面对招商引资时，将会重点考虑地区对企业能耗的要求。此前，为了推进地区半导体产业发展，设立“链长制”，用以统筹各地区、各部门对产业链的合作共治。如今地区半导体企业用电都无法得到保障，“链长”体现在哪里？一心要给规模半导体企业搞配套，如果没有电，配套从何谈起？这本身也是压力，是备受考验的时期。企业到地方投资，要通盘考量地方能耗水平，供应链管理能力。</p>\n<p>同时，<b>企业需要增加风险防控能力</b>。当下影响半导体发展的因素纷繁复杂，产能紧张、疫情反复、复杂的国际关系等都会让半导体企业遭受困难。再加之无常的自然环境挑战，企业还要面临突如其来的天灾。此时，企业需要做好风险管理，建立预案，在挑战来临时将损失降到最低。半导体的市场不仅是技术的比拼，也是韧性的对决。</p>\n<p>结语</p>\n<p>如今的国际竞争中，半导体处于重要地位，产能的短缺已经严重影响经济，汽车芯片就是典型例子。拉闸限电毫无疑问会对半导体产业造成一定影响，被限电的企业无疑只能选择配合政策要求。</p>\n<p>给半导体产业减压是我们需要认真思考的问题，面对限电难题，应该全局统筹，给予半导体产业一定豁免权。企业也需要从自身出发，增加风险管控能力。我们坚信，在政府和企业齐心协力共同努力的前提下，中国半导体企业一定更具韧性，中国半导体产业也一定会创造奇迹。</p>","source":"lsy1632811946194","collect":0,"html":"<!DOCTYPE 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}\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绝对不是危言耸听！限电对半导体的影响如此之大\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-28 14:57 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.huxiu.com/article/459948.html><strong>芯谋研究</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近来多地拉闸断电，很多半导体企业竟然也被无差别地执行拉闸停工。这显然是对“能耗双控”国策，对发展半导体产业的国策的双重误读。这种运动式“减碳”已被政治局会议点名批评，正如人民日报旗下的侠客岛所说，“一刀切”要求企业停产、限产，后患无穷。\n电力短缺叠加能耗大考，地方确实多有难处，但作为半导体产业智库，芯谋研究认为介于半导体产业在经济命脉中所起的核心作用，但凡有一点可能，断电时应该对半导体企业区别对待...</p>\n\n<a href=\"https://www.huxiu.com/article/459948.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/aedb71ee7cc3962bc07bd80f3874226e","relate_stocks":{"688981":"中芯国际"},"source_url":"https://www.huxiu.com/article/459948.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2170754896","content_text":"近来多地拉闸断电，很多半导体企业竟然也被无差别地执行拉闸停工。这显然是对“能耗双控”国策，对发展半导体产业的国策的双重误读。这种运动式“减碳”已被政治局会议点名批评，正如人民日报旗下的侠客岛所说，“一刀切”要求企业停产、限产，后患无穷。\n电力短缺叠加能耗大考，地方确实多有难处，但作为半导体产业智库，芯谋研究认为介于半导体产业在经济命脉中所起的核心作用，但凡有一点可能，断电时应该对半导体企业区别对待。\n影响非同小可\n首先，半导体不是想关就关，想开就开的寻常产业。\n“卡脖子”一词极为形象地概括了目前半导体于中国生死系之的重要地位，它与人类共同命运攸关的“能耗双控”相比，至少是同等重要的。国家有严格的界定，“能耗双控”的是螺纹钢、黄磷、电解铝、建材、煤电等高耗能低端产业。说实话，很多生产型的半导体项目确实是用电、用水大户，如果不看半导体项目的重要性，关停半导体项目确实挺省电的，但脖子还要不要？\n区区一次半导体企停电停工，后果有这么严重吗？此次关停，确实后果严重。半导体制造与封测企业，产线长年连续运转，设备一年只停一次用来检修维护，这就是所谓的岁休。因为关停一次，对设备的损耗与寿命有重大影响，设备重启先要用试验芯片测试设备稳定性，然后用生产芯片小批量再测试一遍。\n由于产线整体停机，需要对产线上的每台设备都做测试，这是一个大工程，算上准备物料等环节，全厂至少要折腾大半个星期才能重启产线。关机时还会对Wafer造成损害。这些企业宁可人工三班倒，也不敢停机器。所以半导体企业关停一次是很严重的事，绝对没有外界想象得那么简单。\n雪上加霜的是，年底是电子消费品旺季，中国是全球手机制造中心，华为、小米、苹果这些企业刚刚发布新品，现在是半导体企业一年中最为繁忙的时候，是足金足赤的金九银十。打个比方来说，现在就是半导体企业的双抢季节。这个时候却把人家电给断了，后果自然严重。\n再进一步，由于产能短缺，半导体供应不足已经严重影响经济整体运行。以汽车芯片为例，上游芯片短缺，汽车作为国民经济支柱产业已经严重受到影响，很多大型汽车制造企业已经停产。芯片企业被拉闸停电，整个生产链就更加严峻，其影响一层层向下游传递，在乘数效应下其影响被十倍几十倍地放大。这根本就不是今天关停，明天加班再追回来的概念。\n再反过来说，今年产能短缺，是中国半导体产业几十年一遇的绝好机会，很多进不了供应链的企业，终于有机会进入主流供应链。毫不夸张地说，对很多企业，今年一年抵得上以往十年。损失这种倍增机会，怎么不叫人痛心。\n最后，全球疫情肆虐已经两年，全球供应链七零八落，唯有中国在稳定运转，是全世界的定海神针。这是中国制造能力无与伦比的成就，也意味无尽的新增订单正向中国飞来。但就因为有些地方对国家政策的曲解而打破金身，这损失会有多大？\n统筹规划半导体企业耗能\n当下是产业旺季，半导体企业承受着出货压力，在加班加点进行赶工，此时粗暴式的限电会对半导体企业造成非常大的损失。与其他类别企业相比，半导体企业具有特殊性，停工并非简单的停工，所以应该对产业链进行分环节管控，不同的企业采取不同的做法，对能耗进行更精细化管控，而非简单粗暴的“一刀切”。\n产业相关主管部门在能源规划时，应对当地产业链进行充分的调研和整体考量，根据产业链上下游缺料和产能具体情况，排出一个合理的生产顺序，与同级节能主管部门做好统筹衔接，进行整体的考量，通过正面协调，来保障重要产业链的生产。不搞特殊袭击，给予特殊的规模半导体企业一定豁免权。\n对于企业来讲，面对招商引资时，将会重点考虑地区对企业能耗的要求。此前，为了推进地区半导体产业发展，设立“链长制”，用以统筹各地区、各部门对产业链的合作共治。如今地区半导体企业用电都无法得到保障，“链长”体现在哪里？一心要给规模半导体企业搞配套，如果没有电，配套从何谈起？这本身也是压力，是备受考验的时期。企业到地方投资，要通盘考量地方能耗水平，供应链管理能力。\n同时，企业需要增加风险防控能力。当下影响半导体发展的因素纷繁复杂，产能紧张、疫情反复、复杂的国际关系等都会让半导体企业遭受困难。再加之无常的自然环境挑战，企业还要面临突如其来的天灾。此时，企业需要做好风险管理，建立预案，在挑战来临时将损失降到最低。半导体的市场不仅是技术的比拼，也是韧性的对决。\n结语\n如今的国际竞争中，半导体处于重要地位，产能的短缺已经严重影响经济，汽车芯片就是典型例子。拉闸限电毫无疑问会对半导体产业造成一定影响，被限电的企业无疑只能选择配合政策要求。\n给半导体产业减压是我们需要认真思考的问题，面对限电难题，应该全局统筹，给予半导体产业一定豁免权。企业也需要从自身出发，增加风险管控能力。我们坚信，在政府和企业齐心协力共同努力的前提下，中国半导体企业一定更具韧性，中国半导体产业也一定会创造奇迹。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":922381000,"gmtCreate":1587454059300,"gmtModify":1704364209647,"author":{"id":"3495143785441753","authorId":"3495143785441753","name":"T2022042401","avatar":"https://static.tigerbbs.com/cfd4a5d1a54541582cd4172848d05e91","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495143785441753","authorIdStr":"3495143785441753"},"themes":[],"htmlText":"<a 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大清早挂的单子，今天估计是一笔都成交不了了。","images":[{"img":"https://static.tigerbbs.com/76af163e14e197008aedf401f57fc8af","width":"1080","height":"2248"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/928554040","isVote":1,"tweetType":1,"viewCount":2057,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":923965292,"gmtCreate":1585705764716,"gmtModify":1704358702245,"author":{"id":"3495143785441753","authorId":"3495143785441753","name":"T2022042401","avatar":"https://static.tigerbbs.com/cfd4a5d1a54541582cd4172848d05e91","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495143785441753","authorIdStr":"3495143785441753"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>冲鸭","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>冲鸭","text":"$小米集团-W(01810)$冲鸭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/923965292","isVote":1,"tweetType":1,"viewCount":2456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":929630834,"gmtCreate":1585316341728,"gmtModify":1704357852069,"author":{"id":"3495143785441753","authorId":"3495143785441753","name":"T2022042401","avatar":"https://static.tigerbbs.com/cfd4a5d1a54541582cd4172848d05e91","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495143785441753","authorIdStr":"3495143785441753"},"themes":[],"htmlText":"我觉得这波反而稳了，手相治愈后，提振信心","listText":"我觉得这波反而稳了，手相治愈后，提振信心","text":"我觉得这波反而稳了，手相治愈后，提振信心","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/929630834","repostId":"1174886022","repostType":4,"repost":{"id":"1174886022","kind":"news","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":1585310089,"share":"https://www.laohu8.com/m/news/1174886022?lang=&edition=full","pubTime":"2020-03-27 19:54","market":"us","language":"zh","title":"盘前：黑色星期五来袭！英国首相确诊欧洲重挫","url":"https://stock-news.laohu8.com/highlight/detail?id=1174886022","media":"老虎资讯综合","summary":"周五盘前，美国股指期货下挫，截止发稿时间，道指期货跌2.73%，纳指期货跌2.41%，标普500指数期货跌2.68%。市场消息北京时间21:00，美国众议院将开会审议2万亿美元的经济刺激法案。美国财长","content":"<p><span>周五盘前，美国股指期货下挫，截止发稿时间，道指期货跌2.73%，纳指期货跌2.41%，标普500指数期货跌2.68%。</span></p><p><img src=\"https://static.tigerbbs.com/d5df48aff54162f0df2fedd222cc4aa4\" />市场消息</p><p>北京时间21:00，美国众议院将开会审议2万亿美元的经济刺激法案。</p><p>美国财长姆努钦(Steven Mnuchin)表示美国政府将入股航空公司，作为向这些公司提供数百亿美元直接拨款的交换条件，这是2万亿美元经济救助计划的一部分。</p><p>美国2月个人收入环比增长0.6%，预期0.4%，前值0.6%。美国2月个人消费支出(PCE)环比增长0.2%，预期0.2%，前值0.2%。</p><p>英国央行计划下周加快每日债券购买步伐，下周将买入135亿英镑的英债。</p><p>英国首相约翰逊证实他的病毒测试结果呈阳性，并称将继续通过视频会议领导政府的应对行动。</p><p>俄罗斯减产协议最高谈判代表基里尔·德米特里耶夫(Kirill Dmitriev)表示，如果其他国家加入，则有可能达成新的OPEC+协议来平衡石油市场，各国也应合作缓解卫生事件的经济影响。</p><p><b><span>个股新闻</span></b></p><p>英国首相新冠病毒检测呈阳性，在美上市的英国银行股盘前下挫，巴克莱跌近4%，<a href=\"https://laohu8.com/S/RBS\">苏格兰皇家银行</a>跌约6%，<a href=\"https://laohu8.com/S/00005\">汇丰控股</a>跌3.58%。</p><p><span><a href=\"https://laohu8.com/S/BA\">波音</a>下跌3.7%，<a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>将波音目标价从367美元降至187美元。</span></p><p><span>石油股下挫，<a href=\"https://laohu8.com/S/BP\">英国石油</a>跌5.36%，荷兰皇家壳牌跌4.67%，<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>跌3.47%，<a href=\"https://laohu8.com/S/TTA.UK\">道达尔</a>跌2.74%，$克森美孚石油跌1.6%。</span></p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>下跌4.2%，特斯拉美国内华达电池工厂所在地县长表示，受卫生事件影响，内华达工厂计划裁员约75%。此前，特斯拉电池合作伙伴松下近日发布声明称，内华达州超级工厂将于3月23日开始缩减运营规模，并关停14天。</p><p><a href=\"https://laohu8.com/S/GME\">游戏驿站</a>大涨9%，第四季度同比扭亏为盈，调整后每股收益为1.27美元，好于预期的0.79美元；但销售额下滑28%至21.9亿美元，不及预期的22.4亿美元；同店销售额下降了26.1%，好于分析师预期的下跌27%。受疫情影响，公司也暂停提供业绩指引。</p><p><a href=\"https://laohu8.com/S/FB\">Facebook</a>跌3.27%，此前公司任命前美国财政部副部长为首席独立董事。</p><p><a href=\"https://laohu8.com/S/DELL\">戴尔</a>科技跌2.44%，戴尔撤回2021财年业绩指引，同时公司指出其流动性充足。</p><p>苹果公司跌1.72%，奈飞跌1.87%，微软公司跌2.38%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌1.82%，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>跌2.44%，<a href=\"https://laohu8.com/S/TWTR\">Twitter</a>跌1.82%。</p><p><b><span>中概股</span></b></p><p><a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌1.78%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌1.23%，<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>跌0.60%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌2.16%，<a href=\"https://laohu8.com/S/JD\">京东</a>跌2.05%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌1.92%。</p><p><a href=\"https://laohu8.com/S/BIDU\">百度</a>跌2.36%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车跌1.71%，<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>跌0.80%，微博跌2.10%，<a href=\"https://laohu8.com/S/MOMO\">陌陌</a>跌2.65%，<a href=\"https://laohu8.com/S/SOHU\">搜狐</a>涨0.15%，<a href=\"https://laohu8.com/S/LK\">瑞幸咖啡</a>跌1.76%。</p><p><b><span>其他市场</span></b></p><p><span>欧洲股市集体下挫，截止发稿时间，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数大跌4.46%，，法国CAC40指数大跌3.98%，德国DAX指数大跌3.05%。</span></p><p><img src=\"https://static.tigerbbs.com/913b5d5f20329d1899d1edf1fa0d7007\" /></p><p><span>图片来源：英为财情</span></p><p>原油</p><p>国际油价小幅下挫，美油报22.57美元/桶，日内微跌0.13%；布油现报25.97美元/桶，日内跌1.40%。</p><p><span>20国集团(G20)领导人承诺投放巨资通过各国措施向全球经济注入5万亿美元，降低疫情造成的经济损害，这给油价提供支撑；但石油需求前景仍非常悲观，分析师称随着全球需求下降20%或更多，需要两个沙特产量那么大的减产规模，才可能让油市平衡，而沙特仍因为价格战在不断增加产量，这令油价承压，并面临进一步下探风险。</span></p><p>黄金</p><p>现货黄金涨日内跌0.48%，报1619.91美元/盎司。</p><p><span>美国上周初请失业金人数暴增至创纪录的328万，宣告美国史上最长就业热潮结束；</span>美联储<span>资产负债表首度飙破5万亿美元；这令美元大幅走弱，给金价提供支撑；但G20承诺“不惜代价”对抗新冠危机，向全球注资5万亿美元，</span>美股<span>股市隔夜大涨，打压避险情绪，金价短线走势变数依然较大。</span></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>盘前：黑色星期五来袭！英国首相确诊欧洲重挫</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盘前：黑色星期五来袭！英国首相确诊欧洲重挫\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\">2020-03-27 19:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><span>周五盘前，美国股指期货下挫，截止发稿时间，道指期货跌2.73%，纳指期货跌2.41%，标普500指数期货跌2.68%。</span></p><p><img src=\"https://static.tigerbbs.com/d5df48aff54162f0df2fedd222cc4aa4\" />市场消息</p><p>北京时间21:00，美国众议院将开会审议2万亿美元的经济刺激法案。</p><p>美国财长姆努钦(Steven Mnuchin)表示美国政府将入股航空公司，作为向这些公司提供数百亿美元直接拨款的交换条件，这是2万亿美元经济救助计划的一部分。</p><p>美国2月个人收入环比增长0.6%，预期0.4%，前值0.6%。美国2月个人消费支出(PCE)环比增长0.2%，预期0.2%，前值0.2%。</p><p>英国央行计划下周加快每日债券购买步伐，下周将买入135亿英镑的英债。</p><p>英国首相约翰逊证实他的病毒测试结果呈阳性，并称将继续通过视频会议领导政府的应对行动。</p><p>俄罗斯减产协议最高谈判代表基里尔·德米特里耶夫(Kirill Dmitriev)表示，如果其他国家加入，则有可能达成新的OPEC+协议来平衡石油市场，各国也应合作缓解卫生事件的经济影响。</p><p><b><span>个股新闻</span></b></p><p>英国首相新冠病毒检测呈阳性，在美上市的英国银行股盘前下挫，巴克莱跌近4%，<a href=\"https://laohu8.com/S/RBS\">苏格兰皇家银行</a>跌约6%，<a href=\"https://laohu8.com/S/00005\">汇丰控股</a>跌3.58%。</p><p><span><a href=\"https://laohu8.com/S/BA\">波音</a>下跌3.7%，<a href=\"https://laohu8.com/S/CS\">瑞士信贷</a>将波音目标价从367美元降至187美元。</span></p><p><span>石油股下挫，<a href=\"https://laohu8.com/S/BP\">英国石油</a>跌5.36%，荷兰皇家壳牌跌4.67%，<a href=\"https://laohu8.com/S/CVX\">雪佛龙</a>跌3.47%，<a href=\"https://laohu8.com/S/TTA.UK\">道达尔</a>跌2.74%，$克森美孚石油跌1.6%。</span></p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>下跌4.2%，特斯拉美国内华达电池工厂所在地县长表示，受卫生事件影响，内华达工厂计划裁员约75%。此前，特斯拉电池合作伙伴松下近日发布声明称，内华达州超级工厂将于3月23日开始缩减运营规模，并关停14天。</p><p><a href=\"https://laohu8.com/S/GME\">游戏驿站</a>大涨9%，第四季度同比扭亏为盈，调整后每股收益为1.27美元，好于预期的0.79美元；但销售额下滑28%至21.9亿美元，不及预期的22.4亿美元；同店销售额下降了26.1%，好于分析师预期的下跌27%。受疫情影响，公司也暂停提供业绩指引。</p><p><a href=\"https://laohu8.com/S/FB\">Facebook</a>跌3.27%，此前公司任命前美国财政部副部长为首席独立董事。</p><p><a href=\"https://laohu8.com/S/DELL\">戴尔</a>科技跌2.44%，戴尔撤回2021财年业绩指引，同时公司指出其流动性充足。</p><p>苹果公司跌1.72%，奈飞跌1.87%，微软公司跌2.38%，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>跌1.82%，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>跌2.44%，<a href=\"https://laohu8.com/S/TWTR\">Twitter</a>跌1.82%。</p><p><b><span>中概股</span></b></p><p><a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌1.78%，<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>跌1.23%，<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>跌0.60%，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌2.16%，<a href=\"https://laohu8.com/S/JD\">京东</a>跌2.05%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌1.92%。</p><p><a href=\"https://laohu8.com/S/BIDU\">百度</a>跌2.36%，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车跌1.71%，<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>跌0.80%，微博跌2.10%，<a href=\"https://laohu8.com/S/MOMO\">陌陌</a>跌2.65%，<a href=\"https://laohu8.com/S/SOHU\">搜狐</a>涨0.15%，<a href=\"https://laohu8.com/S/LK\">瑞幸咖啡</a>跌1.76%。</p><p><b><span>其他市场</span></b></p><p><span>欧洲股市集体下挫，截止发稿时间，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数大跌4.46%，，法国CAC40指数大跌3.98%，德国DAX指数大跌3.05%。</span></p><p><img src=\"https://static.tigerbbs.com/913b5d5f20329d1899d1edf1fa0d7007\" /></p><p><span>图片来源：英为财情</span></p><p>原油</p><p>国际油价小幅下挫，美油报22.57美元/桶，日内微跌0.13%；布油现报25.97美元/桶，日内跌1.40%。</p><p><span>20国集团(G20)领导人承诺投放巨资通过各国措施向全球经济注入5万亿美元，降低疫情造成的经济损害，这给油价提供支撑；但石油需求前景仍非常悲观，分析师称随着全球需求下降20%或更多，需要两个沙特产量那么大的减产规模，才可能让油市平衡，而沙特仍因为价格战在不断增加产量，这令油价承压，并面临进一步下探风险。</span></p><p>黄金</p><p>现货黄金涨日内跌0.48%，报1619.91美元/盎司。</p><p><span>美国上周初请失业金人数暴增至创纪录的328万，宣告美国史上最长就业热潮结束；</span>美联储<span>资产负债表首度飙破5万亿美元；这令美元大幅走弱，给金价提供支撑；但G20承诺“不惜代价”对抗新冠危机，向全球注资5万亿美元，</span>美股<span>股市隔夜大涨，打压避险情绪，金价短线走势变数依然较大。</span></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{"SPY":"标普500ETF",".IXIC":"NASDAQ Composite",".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174886022","content_text":"周五盘前，美国股指期货下挫，截止发稿时间，道指期货跌2.73%，纳指期货跌2.41%，标普500指数期货跌2.68%。市场消息北京时间21:00，美国众议院将开会审议2万亿美元的经济刺激法案。美国财长姆努钦(Steven Mnuchin)表示美国政府将入股航空公司，作为向这些公司提供数百亿美元直接拨款的交换条件，这是2万亿美元经济救助计划的一部分。美国2月个人收入环比增长0.6%，预期0.4%，前值0.6%。美国2月个人消费支出(PCE)环比增长0.2%，预期0.2%，前值0.2%。英国央行计划下周加快每日债券购买步伐，下周将买入135亿英镑的英债。英国首相约翰逊证实他的病毒测试结果呈阳性，并称将继续通过视频会议领导政府的应对行动。俄罗斯减产协议最高谈判代表基里尔·德米特里耶夫(Kirill Dmitriev)表示，如果其他国家加入，则有可能达成新的OPEC+协议来平衡石油市场，各国也应合作缓解卫生事件的经济影响。个股新闻英国首相新冠病毒检测呈阳性，在美上市的英国银行股盘前下挫，巴克莱跌近4%，苏格兰皇家银行跌约6%，汇丰控股跌3.58%。波音下跌3.7%，瑞士信贷将波音目标价从367美元降至187美元。石油股下挫，英国石油跌5.36%，荷兰皇家壳牌跌4.67%，雪佛龙跌3.47%，道达尔跌2.74%，$克森美孚石油跌1.6%。特斯拉下跌4.2%，特斯拉美国内华达电池工厂所在地县长表示，受卫生事件影响，内华达工厂计划裁员约75%。此前，特斯拉电池合作伙伴松下近日发布声明称，内华达州超级工厂将于3月23日开始缩减运营规模，并关停14天。游戏驿站大涨9%，第四季度同比扭亏为盈，调整后每股收益为1.27美元，好于预期的0.79美元；但销售额下滑28%至21.9亿美元，不及预期的22.4亿美元；同店销售额下降了26.1%，好于分析师预期的下跌27%。受疫情影响，公司也暂停提供业绩指引。Facebook跌3.27%，此前公司任命前美国财政部副部长为首席独立董事。戴尔科技跌2.44%，戴尔撤回2021财年业绩指引，同时公司指出其流动性充足。苹果公司跌1.72%，奈飞跌1.87%，微软公司跌2.38%，亚马逊跌1.82%，谷歌跌2.44%，Twitter跌1.82%。中概股哔哩哔哩跌1.78%，爱奇艺跌1.23%，虎牙跌0.60%，阿里巴巴跌2.16%，京东跌2.05%，拼多多跌1.92%。百度跌2.36%，蔚来汽车跌1.71%，腾讯音乐跌0.80%，微博跌2.10%，陌陌跌2.65%，搜狐涨0.15%，瑞幸咖啡跌1.76%。其他市场欧洲股市集体下挫，截止发稿时间，英国富时100指数大跌4.46%，，法国CAC40指数大跌3.98%，德国DAX指数大跌3.05%。图片来源：英为财情原油国际油价小幅下挫，美油报22.57美元/桶，日内微跌0.13%；布油现报25.97美元/桶，日内跌1.40%。20国集团(G20)领导人承诺投放巨资通过各国措施向全球经济注入5万亿美元，降低疫情造成的经济损害，这给油价提供支撑；但石油需求前景仍非常悲观，分析师称随着全球需求下降20%或更多，需要两个沙特产量那么大的减产规模，才可能让油市平衡，而沙特仍因为价格战在不断增加产量，这令油价承压，并面临进一步下探风险。黄金现货黄金涨日内跌0.48%，报1619.91美元/盎司。美国上周初请失业金人数暴增至创纪录的328万，宣告美国史上最长就业热潮结束；美联储资产负债表首度飙破5万亿美元；这令美元大幅走弱，给金价提供支撑；但G20承诺“不惜代价”对抗新冠危机，向全球注资5万亿美元，美股股市隔夜大涨，打压避险情绪，金价短线走势变数依然较大。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":967666732,"gmtCreate":1584596030226,"gmtModify":1704355175252,"author":{"id":"3495143785441753","authorId":"3495143785441753","name":"T2022042401","avatar":"https://static.tigerbbs.com/cfd4a5d1a54541582cd4172848d05e91","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495143785441753","authorIdStr":"3495143785441753"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>之前听说小米现金流很多，还是雷老板有远见[开心]&nbsp;","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>之前听说小米现金流很多，还是雷老板有远见[开心]&nbsp;","text":"$小米集团-W(01810)$之前听说小米现金流很多，还是雷老板有远见[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/967666732","isVote":1,"tweetType":1,"viewCount":3206,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":964249696,"gmtCreate":1584389470415,"gmtModify":1704353944098,"author":{"id":"3495143785441753","authorId":"3495143785441753","name":"T2022042401","avatar":"https://static.tigerbbs.com/cfd4a5d1a54541582cd4172848d05e91","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495143785441753","authorIdStr":"3495143785441753"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NUGT\">$三倍做多黄金矿业指数ETF-Direxion(NUGT)$</a>换手率104，哈哈哈哈，这可逗死我了","listText":"<a href=\"https://laohu8.com/S/NUGT\">$三倍做多黄金矿业指数ETF-Direxion(NUGT)$</a>换手率104，哈哈哈哈，这可逗死我了","text":"$三倍做多黄金矿业指数ETF-Direxion(NUGT)$换手率104，哈哈哈哈，这可逗死我了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/964249696","isVote":1,"tweetType":1,"viewCount":1994,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":916174138,"gmtCreate":1579276996324,"gmtModify":1704339571467,"author":{"id":"3495143785441753","authorId":"3495143785441753","name":"T2022042401","avatar":"https://static.tigerbbs.com/cfd4a5d1a54541582cd4172848d05e91","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495143785441753","authorIdStr":"3495143785441753"},"themes":[],"htmlText":"没有百度，你的生活会更好[捂脸]&nbsp;","listText":"没有百度，你的生活会更好[捂脸]&nbsp;","text":"没有百度，你的生活会更好[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/916174138","repostId":"1193089040","repostType":4,"repost":{"id":"1193089040","kind":"news","pubTimestamp":1579263624,"share":"https://www.laohu8.com/m/news/1193089040?lang=&edition=full","pubTime":"2020-01-17 20:20","market":"us","language":"zh","title":"成立21年市值破万亿，Google凭什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=1193089040","media":"雷锋网","summary":"万亿市值并不是终点，它甚至从来都不应该是一个目标。 作者：I/O2020年1月16日，在美股收盘后，Google 母公司 Alphabet 股价报收在 1451.70 美元，比前一天增长了 0.87%","content":"<p><b><span>万亿市值并不是终点，它甚至从来都不应该是一个目标。</span></b></p><p><b><span> 作者：I/O</span></b></p><p><span>2020年1月16日，在美股收盘后，Google 母公司 Alphabet 股价报收在 1451.70 美元，比前一天增长了 0.87%；由此，Alphabet 市值突破万亿美元的大关，达到 10012 亿美元——凭借这一成绩，Alphabet 成功进入 “万亿美元市值俱乐部”，成为继苹果、微软和亚马逊之后，第 4 家实现万亿美元市值的美国科技公司。</span></p><p><span>对于已经成立超过 21 年的 Google（Alphabet）来说，这个成绩有着不一样的意义。</span></p><p><b><span>1</span></b></p><p><b><span>左手是现金牛，右手是新业务</span></b></p><p><span>对于 Google（Alphabet）来说，市值突破万亿美元的最大支撑，其实来自于它的业务营收能力和利润能力——这一点，可以从 Google（Alphabet）在 2019 年 10 月发布的最新一季财报得出结论。</span></p><p><span>根据 Google 母公司 Alphabet 发布的截至 2019 年 9 月 30 日的 2019 年 Q3 财报，Alphabet 在 Q3 当季的总营收为 404.99 亿美元，较 2018 年同期的 337.40 亿美元增长了 20%。</span></p><p><span>对于 Alphabet 这样的巨头来说，这样的营收同比增长率堪称稳健。不仅如此，如果从分析师的眼光来看，Alphabet 第三季度的总营收实际上是超过预期的——雅虎财经频道提供的数据显示，32 名华尔街分析师此前预期的 Alphabet 第三季度营收为 403.2 亿美元。</span></p><p><span>在营收之外，Alphabet 的 Q3 净利润为 70.68 亿美元，较 2018 年同期的 91.92 亿美元下降了 23%。但这是因为 Q3 Alphabet 营收成本研发支出、销售与营销支出、总务和行政支出均高出 2018 年同期——由此，净利润较 2018 年同期有所下降也就不难理解了。</span></p><p><span><b>可见，从 Alphabet 的整体经营层面来说，它依然是处于平稳发展状态，而且在积极求变。</b></span></p><p><img src=\"https://static.tigerbbs.com/34a69f6921f85b9bf0a0efe1649dde2e\" /></p><p><span><b>从业务来看，Alphabet 的绝对核心是 Google，而 Google 的核心则是广告。</b></span><span>根据 Q3 财报，Google 第三季度广告营收（由网站营收和网络营收组成）为 339.16 亿美元，高于 2018 年同期的 289.54 亿美元，增长了 17%，占比 84%。</span></p><p><span>对于广告业务的这个成绩，来自信托基金 Synovus Trust Co. 的高级经理 Dan Morgan 评价认为：</span></p><p><span>这（Google 广告业务）的确是一个现金牛。它一直在以 15% 至 20% 的速度稳健增长——如果你考虑到这个业务模式已经成熟到何种程度，就会对这一增长速度感到惊叹。</span></p><p><span>除了广告这个稳定的现金牛，Alphabet（Google）也在积极开拓新业务。</span></p><p><span>根据 Q3 财报，Google 其它收入（包括 Pixel 手机等硬件和云产品）在第三季度增长了 39%，达到 64.3 亿美元。尽管 Google 并未在其他收入中指出硬件产品和云产品的具体收入，但云计算业务的收入无疑是其中的重点。</span></p><p><span>尽管 Google Cloud 仍远远落后于领先的亚马逊和微软，但</span><span><b>雷锋网了解到，在 2018 年 2 月至 2019 年 7 月期间，其收入运行速度从每季度 10 亿美元增加到 20 亿美元，翻了一番。</b></span><span>不仅如此，该公司预计，随着其继续投入大量资源，包括将其销售队伍增加三倍，并壮大其 Google Cloud Health 部门，明年将有类似的增长。</span></p><p><span>一直到 2020 年，Google Cloud 还在为其自身业务扩张做大量的工作，目前最新的一个重磅动态是与 IBM 达成合作关系，在 Google Cloud 上推出 IBM Power Systems，以便吸引更多的企业客户。</span></p><p><span>总体来看，Google（Alphabet）在整体经营上呈现出一种稳健而求变的状态，在广告营收稳固的基础之上，也在云计算等新业务上持续发力，颇有守旧开新的意味——而 Google（Alphabet）在财报和业务层面的表现，为它在资本市场获得认可奠定了坚实的基础。</span></p><p><b><span>2</span></b></p><p><b><span>Sundar Pichai</span></b></p><p><b><span>Alphabet 帝国的全新掌门人</span></b></p><p><span>在业绩之外，外界对于 Alphabet 的价值空间想象，一定程度上来源于 Alphabet 在人事层面的重大变革。</span></p><p><span>2019 年 12 月，Alphabet 在其官网上宣布了重大人事变动，即 Google（Alphabet）的两位联合创始人 Larry Page 和 Sergey Brin 分别卸任 Alphabet 首席执行官和总裁的职务；而 Larry Page 的职位由现任 Google 首席执行官 Sundar Pichai 来继任，也就是说，Sundar Pichai 同时成为 Alphabet 和 Google 首席执行官。</span></p><p><span>与此同时，Larry Page 和 Sergey Brin 留在 Alphabet 的董事会，通过各自的股权来对公司进行控制。他们在公开信中写到：</span></p><p><span>Google 诞生于 1998 年，到了 2019 年，它已犹如一位 21 岁的小伙子。我们能够长期参与公司的日常管理，这是我们的荣幸。但现在，我们认为是时候离开了，就像父母应该为儿女感到骄傲，为其提供建议和关爱一样，而不是束缚儿女，整天在他们耳边唠叨......随着 Google 和其它部门日益独立成熟，现在是我们简化管理结构的最佳时机。</span></p><p><span>这次变革，让 48 岁的 Sundar Pichai 成为 Alphabet 帝国的掌舵者。</span></p><p><span>Sundar Pichai 在 Google（Alphabet）已经有 16 年的职业生涯；他从工程师和产品经理的角色做起，逐渐负责 Google Chrome、Chrome  OS、Android 等业务，并在 2015 年 8 月的公司重组被任命为 Google CEO，在 2017 年 7 月 24 日加入到 Alphabet 董事会——最终在 2019 年 12 月被任命为 Alphabet CEO。</span></p><p><span>对于已经进入成熟发展稳定期的 Alphabet 来说，Sundar Pichai 无疑是一个理想的掌舵者。</span></p><p><span>他伴随着 Google 一路成长，深谙 Google 文化和管理机制，同时也为 Google 的业务增长做出了重大贡献。但更重要的是，作为一个负责任和性格温和的管理者，Sundar Pichai 比两位 Google 创始人更加擅长处理 Alphabet 所要面临的复杂管理事务——无论是财报电话会议还是美国国会的听证会，代替 Alphabet 出面的，都是通常面带笑意的 Sundar Pichai。</span></p><p><img src=\"https://static.tigerbbs.com/691e55f90b3c6fdfb3c6c071277b3fdb\" /><span>图自：NDTV</span></p><p><span>对于 Sundar Pichai 的最新角色，外界颇有人持以乐观态度。</span></p><p><span>有分析人士认为，Sundar Pichai 可能通过增加回购或有可能在公司历史上首次派发股息，来进一步提振 Alphabet 的股价；毕竟，作为一名职业经理人，Sundar Pichai 的大部分奖金都与股价表现挂钩。</span></p><p><span>值得一提的是，雷锋网观察到，</span><span><b>自从 Sundar Pichai 在 2019 年 12 月 3 日被正式任命为 Alphabet CEO 之后，Alphabet 的股价已经从当天的 1294.74 美元上涨到 2020 年 1 月 16 日的 1450.16 美元，前后的上涨幅度高达 12%。</b></span></p><p><span>这个成绩，足以证明 Sundar Pichai 作为一名企业领导者对于 Alphabet 市值的加持。</span></p><p><span>万亿市值美元，不是 Alpahbet 的终点</span></p><p><span>在这里，有一个值得深思的问题是：</span></p><p><span>万亿市值美元，对于 Alphabet 来说，究竟意味着什么？</span></p><p><span>首先，万亿美元市值，是一个市场价值层面的数字里程碑，因而从某种层面来说，也是市场对一家公司在价值层面的认可。作为一代科技巨头，Alphabet 通过万亿美元市值的实现获得了这种认可，这对于成立 21 年的 Alphabet 来说，自然是一件好事。</span></p><p><span>值得一提的是，虽然 Alphabet 是第四家进入到 “万亿美元市值俱乐部” 的美国科技公司，但如果从各自挂牌上市的时间算起，Alphabet 是四家科技巨头之中最快达到万亿市值的那一个——这也是一个值得自豪的点。</span></p><p><span>当然，</span><span><b>从 Alphabet 未来的发展来说，万亿市值并不是终点，它甚至从来都不应该是一个目标——在更长远的层面来看，如何实现自身业务在未来的持续增长，保持强大的业务竞争力，才是 Alphabet 真正要关心的问题。</b></span></p><p><img src=\"https://static.tigerbbs.com/073cdce8974a0fc249d46c46bd4bd08f\" /></p><p><span>从产品布局来看，Alphabet 凭借 Google 搜索、Android、Gmail、Youtube 等多个十亿用户产品拥有了全球最大的产品体系之一；从技术能力来说，Google 凭借它在 AI 领域的 “硬件+软件+算法+数据+开源生态”等全方位布局，成为当之无愧的 AI 老大；而从架构和管理层面来说，Alphabet 也越来越走向成熟……</span></p><p><span><b>看起来，Alphabet 足够优秀——但不得不承认的是，这家已经拥有超过 10 万名员工的巨头企业也在面临诸多危机。</b></span></p><p><span>比如说，公司内部管理层和员工之间的各类激烈冲突，无可避免的大公司病，来自外界各类监管部门的反垄断压力……这些也都是带在 Alphabet 头上的 “紧箍咒”，时刻在阻碍着这家科技巨头继续前行的脚步。</span></p><p><span>但无论如何，</span><span><b>以 Google 为核心载体，Alphabet 与苹果、微软等科技巨头一样，已经成为这个世界上影响力最为巨大的企业之一。</b></span><span>正如 Baron Capital Opportunity Fund（该基金是 Alphabet 的持股者）的管理者 Michael Lippet 所言：</span></p><p><span>Google 是多个重要领域的关键领导者之一；没有 Google，你几乎无法生活。</span></p>","source":"lfw","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>成立21年市值破万亿，Google凭什么？</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; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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成立21年市值破万亿，Google凭什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-01-17 20:20 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/dtxavpG-ChG1G5gvTTG2wQ><strong>雷锋网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>万亿市值并不是终点，它甚至从来都不应该是一个目标。 作者：I/O2020年1月16日，在美股收盘后，Google 母公司 Alphabet 股价报收在 1451.70 美元，比前一天增长了 0.87%；由此，Alphabet 市值突破万亿美元的大关，达到 10012 亿美元——凭借这一成绩，Alphabet 成功进入 “万亿美元市值俱乐部”，成为继苹果、微软和亚马逊之后，第 4 家实现万亿美元市值...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/dtxavpG-ChG1G5gvTTG2wQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/691e55f90b3c6fdfb3c6c071277b3fdb","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/dtxavpG-ChG1G5gvTTG2wQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193089040","content_text":"万亿市值并不是终点，它甚至从来都不应该是一个目标。 作者：I/O2020年1月16日，在美股收盘后，Google 母公司 Alphabet 股价报收在 1451.70 美元，比前一天增长了 0.87%；由此，Alphabet 市值突破万亿美元的大关，达到 10012 亿美元——凭借这一成绩，Alphabet 成功进入 “万亿美元市值俱乐部”，成为继苹果、微软和亚马逊之后，第 4 家实现万亿美元市值的美国科技公司。对于已经成立超过 21 年的 Google（Alphabet）来说，这个成绩有着不一样的意义。1左手是现金牛，右手是新业务对于 Google（Alphabet）来说，市值突破万亿美元的最大支撑，其实来自于它的业务营收能力和利润能力——这一点，可以从 Google（Alphabet）在 2019 年 10 月发布的最新一季财报得出结论。根据 Google 母公司 Alphabet 发布的截至 2019 年 9 月 30 日的 2019 年 Q3 财报，Alphabet 在 Q3 当季的总营收为 404.99 亿美元，较 2018 年同期的 337.40 亿美元增长了 20%。对于 Alphabet 这样的巨头来说，这样的营收同比增长率堪称稳健。不仅如此，如果从分析师的眼光来看，Alphabet 第三季度的总营收实际上是超过预期的——雅虎财经频道提供的数据显示，32 名华尔街分析师此前预期的 Alphabet 第三季度营收为 403.2 亿美元。在营收之外，Alphabet 的 Q3 净利润为 70.68 亿美元，较 2018 年同期的 91.92 亿美元下降了 23%。但这是因为 Q3 Alphabet 营收成本研发支出、销售与营销支出、总务和行政支出均高出 2018 年同期——由此，净利润较 2018 年同期有所下降也就不难理解了。可见，从 Alphabet 的整体经营层面来说，它依然是处于平稳发展状态，而且在积极求变。从业务来看，Alphabet 的绝对核心是 Google，而 Google 的核心则是广告。根据 Q3 财报，Google 第三季度广告营收（由网站营收和网络营收组成）为 339.16 亿美元，高于 2018 年同期的 289.54 亿美元，增长了 17%，占比 84%。对于广告业务的这个成绩，来自信托基金 Synovus Trust Co. 的高级经理 Dan Morgan 评价认为：这（Google 广告业务）的确是一个现金牛。它一直在以 15% 至 20% 的速度稳健增长——如果你考虑到这个业务模式已经成熟到何种程度，就会对这一增长速度感到惊叹。除了广告这个稳定的现金牛，Alphabet（Google）也在积极开拓新业务。根据 Q3 财报，Google 其它收入（包括 Pixel 手机等硬件和云产品）在第三季度增长了 39%，达到 64.3 亿美元。尽管 Google 并未在其他收入中指出硬件产品和云产品的具体收入，但云计算业务的收入无疑是其中的重点。尽管 Google Cloud 仍远远落后于领先的亚马逊和微软，但雷锋网了解到，在 2018 年 2 月至 2019 年 7 月期间，其收入运行速度从每季度 10 亿美元增加到 20 亿美元，翻了一番。不仅如此，该公司预计，随着其继续投入大量资源，包括将其销售队伍增加三倍，并壮大其 Google Cloud Health 部门，明年将有类似的增长。一直到 2020 年，Google Cloud 还在为其自身业务扩张做大量的工作，目前最新的一个重磅动态是与 IBM 达成合作关系，在 Google Cloud 上推出 IBM Power Systems，以便吸引更多的企业客户。总体来看，Google（Alphabet）在整体经营上呈现出一种稳健而求变的状态，在广告营收稳固的基础之上，也在云计算等新业务上持续发力，颇有守旧开新的意味——而 Google（Alphabet）在财报和业务层面的表现，为它在资本市场获得认可奠定了坚实的基础。2Sundar PichaiAlphabet 帝国的全新掌门人在业绩之外，外界对于 Alphabet 的价值空间想象，一定程度上来源于 Alphabet 在人事层面的重大变革。2019 年 12 月，Alphabet 在其官网上宣布了重大人事变动，即 Google（Alphabet）的两位联合创始人 Larry Page 和 Sergey Brin 分别卸任 Alphabet 首席执行官和总裁的职务；而 Larry Page 的职位由现任 Google 首席执行官 Sundar Pichai 来继任，也就是说，Sundar Pichai 同时成为 Alphabet 和 Google 首席执行官。与此同时，Larry Page 和 Sergey Brin 留在 Alphabet 的董事会，通过各自的股权来对公司进行控制。他们在公开信中写到：Google 诞生于 1998 年，到了 2019 年，它已犹如一位 21 岁的小伙子。我们能够长期参与公司的日常管理，这是我们的荣幸。但现在，我们认为是时候离开了，就像父母应该为儿女感到骄傲，为其提供建议和关爱一样，而不是束缚儿女，整天在他们耳边唠叨......随着 Google 和其它部门日益独立成熟，现在是我们简化管理结构的最佳时机。这次变革，让 48 岁的 Sundar Pichai 成为 Alphabet 帝国的掌舵者。Sundar Pichai 在 Google（Alphabet）已经有 16 年的职业生涯；他从工程师和产品经理的角色做起，逐渐负责 Google Chrome、Chrome  OS、Android 等业务，并在 2015 年 8 月的公司重组被任命为 Google CEO，在 2017 年 7 月 24 日加入到 Alphabet 董事会——最终在 2019 年 12 月被任命为 Alphabet CEO。对于已经进入成熟发展稳定期的 Alphabet 来说，Sundar Pichai 无疑是一个理想的掌舵者。他伴随着 Google 一路成长，深谙 Google 文化和管理机制，同时也为 Google 的业务增长做出了重大贡献。但更重要的是，作为一个负责任和性格温和的管理者，Sundar Pichai 比两位 Google 创始人更加擅长处理 Alphabet 所要面临的复杂管理事务——无论是财报电话会议还是美国国会的听证会，代替 Alphabet 出面的，都是通常面带笑意的 Sundar Pichai。图自：NDTV对于 Sundar Pichai 的最新角色，外界颇有人持以乐观态度。有分析人士认为，Sundar Pichai 可能通过增加回购或有可能在公司历史上首次派发股息，来进一步提振 Alphabet 的股价；毕竟，作为一名职业经理人，Sundar Pichai 的大部分奖金都与股价表现挂钩。值得一提的是，雷锋网观察到，自从 Sundar Pichai 在 2019 年 12 月 3 日被正式任命为 Alphabet CEO 之后，Alphabet 的股价已经从当天的 1294.74 美元上涨到 2020 年 1 月 16 日的 1450.16 美元，前后的上涨幅度高达 12%。这个成绩，足以证明 Sundar Pichai 作为一名企业领导者对于 Alphabet 市值的加持。万亿市值美元，不是 Alpahbet 的终点在这里，有一个值得深思的问题是：万亿市值美元，对于 Alphabet 来说，究竟意味着什么？首先，万亿美元市值，是一个市场价值层面的数字里程碑，因而从某种层面来说，也是市场对一家公司在价值层面的认可。作为一代科技巨头，Alphabet 通过万亿美元市值的实现获得了这种认可，这对于成立 21 年的 Alphabet 来说，自然是一件好事。值得一提的是，虽然 Alphabet 是第四家进入到 “万亿美元市值俱乐部” 的美国科技公司，但如果从各自挂牌上市的时间算起，Alphabet 是四家科技巨头之中最快达到万亿市值的那一个——这也是一个值得自豪的点。当然，从 Alphabet 未来的发展来说，万亿市值并不是终点，它甚至从来都不应该是一个目标——在更长远的层面来看，如何实现自身业务在未来的持续增长，保持强大的业务竞争力，才是 Alphabet 真正要关心的问题。从产品布局来看，Alphabet 凭借 Google 搜索、Android、Gmail、Youtube 等多个十亿用户产品拥有了全球最大的产品体系之一；从技术能力来说，Google 凭借它在 AI 领域的 “硬件+软件+算法+数据+开源生态”等全方位布局，成为当之无愧的 AI 老大；而从架构和管理层面来说，Alphabet 也越来越走向成熟……看起来，Alphabet 足够优秀——但不得不承认的是，这家已经拥有超过 10 万名员工的巨头企业也在面临诸多危机。比如说，公司内部管理层和员工之间的各类激烈冲突，无可避免的大公司病，来自外界各类监管部门的反垄断压力……这些也都是带在 Alphabet 头上的 “紧箍咒”，时刻在阻碍着这家科技巨头继续前行的脚步。但无论如何，以 Google 为核心载体，Alphabet 与苹果、微软等科技巨头一样，已经成为这个世界上影响力最为巨大的企业之一。正如 Baron Capital Opportunity Fund（该基金是 Alphabet 的持股者）的管理者 Michael Lippet 所言：Google 是多个重要领域的关键领导者之一；没有 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14:57","market":"us","language":"zh","title":"绝对不是危言耸听！限电对半导体的影响如此之大","url":"https://stock-news.laohu8.com/highlight/detail?id=2170754896","media":"芯谋研究","summary":"企业需要增加风险防控能力","content":"<p>近来多地拉闸断电，很多半导体企业竟然也被无差别地执行拉闸停工。这显然是对“能耗双控”国策，对发展半导体产业的国策的双重误读。这种运动式“减碳”已被政治局会议点名批评，正如人民日报旗下的侠客岛所说，“一刀切”要求企业停产、限产，后患无穷。</p>\n<p>电力短缺叠加能耗大考，地方确实多有难处，但作为半导体产业智库，芯谋研究认为介于半导体产业在经济命脉中所起的核心作用，但凡有一点可能，断电时应该对半导体企业区别对待。</p>\n<p>影响非同小可</p>\n<p>首先，<b>半导体不是想关就关，想开就开的寻常产业。</b></p>\n<p>“卡脖子”一词极为形象地概括了目前半导体于中国生死系之的重要地位，它与人类共同命运攸关的“能耗双控”相比，至少是同等重要的。国家有严格的界定，“能耗双控”的是螺纹钢、黄磷、电解铝、建材、煤电等高耗能低端产业。说实话，很多生产型的半导体项目确实是用电、用水大户，如果不看半导体项目的重要性，关停半导体项目确实挺省电的，但脖子还要不要？</p>\n<p>区区一次半导体企停电停工，后果有这么严重吗？此次关停，确实后果严重。半导体制造与封测企业，产线长年连续运转，设备一年只停一次用来检修维护，这就是所谓的岁休。因为关停一次，对设备的损耗与寿命有重大影响，设备重启先要用试验芯片测试设备稳定性，然后用生产芯片小批量再测试一遍。</p>\n<p>由于产线整体停机，需要对产线上的每台设备都做测试，这是一个大工程，算上准备物料等环节，全厂至少要折腾大半个星期才能重启产线。关机时还会对Wafer造成损害。这些企业宁可人工三班倒，也不敢停机器。所以半导体企业关停一次是很严重的事，绝对没有外界想象得那么简单。</p>\n<p>雪上加霜的是，年底是电子消费品旺季，中国是全球手机制造中心，华为、小米、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>这些企业刚刚发布新品，现在是半导体企业一年中最为繁忙的时候，是足金足赤的金九银十。打个比方来说，现在就是半导体企业的双抢季节。这个时候却把人家电给断了，后果自然严重。</p>\n<p><b>再进一步，由于产能短缺，半导体供应不足已经严重影响经济整体运行。</b>以汽车芯片为例，上游芯片短缺，汽车作为国民经济支柱产业已经严重受到影响，很多大型汽车制造企业已经停产。芯片企业被拉闸停电，整个生产链就更加严峻，其影响一层层向下游传递，在乘数效应下其影响被十倍几十倍地放大。这根本就不是今天关停，明天加班再追回来的概念。</p>\n<p>再反过来说，今年产能短缺，是中国半导体产业几十年一遇的绝好机会，很多进不了供应链的企业，终于有机会进入主流供应链。毫不夸张地说，对很多企业，今年一年抵得上以往十年。损失这种倍增机会，怎么不叫人痛心。</p>\n<p><b>最后，全球疫情肆虐已经两年，全球供应链七零八落，唯有中国在稳定运转，是全世界的定海神针。</b>这是中国制造能力无与伦比的成就，也意味无尽的新增订单正向中国飞来。但就因为有些地方对国家政策的曲解而打破金身，这损失会有多大？</p>\n<p>统筹规划半导体企业耗能</p>\n<p>当下是产业旺季，半导体企业承受着出货压力，在加班加点进行赶工，此时粗暴式的限电会对半导体企业造成非常大的损失。与其他类别企业相比，半导体企业具有特殊性，停工并非简单的停工，所以应该对产业链进行分环节管控，不同的企业采取不同的做法，对能耗进行更精细化管控，而非简单粗暴的“一刀切”。</p>\n<p>产业相关主管部门在能源规划时，应对当地产业链进行充分的调研和整体考量，根据产业链上下游缺料和产能具体情况，排出一个合理的生产顺序，与同级节能主管部门做好统筹衔接，进行整体的考量，通过正面协调，来保障重要产业链的生产。不搞特殊袭击，给予特殊的规模半导体企业一定豁免权。</p>\n<p>对于企业来讲，面对招商引资时，将会重点考虑地区对企业能耗的要求。此前，为了推进地区半导体产业发展，设立“链长制”，用以统筹各地区、各部门对产业链的合作共治。如今地区半导体企业用电都无法得到保障，“链长”体现在哪里？一心要给规模半导体企业搞配套，如果没有电，配套从何谈起？这本身也是压力，是备受考验的时期。企业到地方投资，要通盘考量地方能耗水平，供应链管理能力。</p>\n<p>同时，<b>企业需要增加风险防控能力</b>。当下影响半导体发展的因素纷繁复杂，产能紧张、疫情反复、复杂的国际关系等都会让半导体企业遭受困难。再加之无常的自然环境挑战，企业还要面临突如其来的天灾。此时，企业需要做好风险管理，建立预案，在挑战来临时将损失降到最低。半导体的市场不仅是技术的比拼，也是韧性的对决。</p>\n<p>结语</p>\n<p>如今的国际竞争中，半导体处于重要地位，产能的短缺已经严重影响经济，汽车芯片就是典型例子。拉闸限电毫无疑问会对半导体产业造成一定影响，被限电的企业无疑只能选择配合政策要求。</p>\n<p>给半导体产业减压是我们需要认真思考的问题，面对限电难题，应该全局统筹，给予半导体产业一定豁免权。企业也需要从自身出发，增加风险管控能力。我们坚信，在政府和企业齐心协力共同努力的前提下，中国半导体企业一定更具韧性，中国半导体产业也一定会创造奇迹。</p>","source":"lsy1632811946194","collect":0,"html":"<!DOCTYPE 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}\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绝对不是危言耸听！限电对半导体的影响如此之大\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-28 14:57 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.huxiu.com/article/459948.html><strong>芯谋研究</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近来多地拉闸断电，很多半导体企业竟然也被无差别地执行拉闸停工。这显然是对“能耗双控”国策，对发展半导体产业的国策的双重误读。这种运动式“减碳”已被政治局会议点名批评，正如人民日报旗下的侠客岛所说，“一刀切”要求企业停产、限产，后患无穷。\n电力短缺叠加能耗大考，地方确实多有难处，但作为半导体产业智库，芯谋研究认为介于半导体产业在经济命脉中所起的核心作用，但凡有一点可能，断电时应该对半导体企业区别对待...</p>\n\n<a href=\"https://www.huxiu.com/article/459948.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/aedb71ee7cc3962bc07bd80f3874226e","relate_stocks":{"688981":"中芯国际"},"source_url":"https://www.huxiu.com/article/459948.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2170754896","content_text":"近来多地拉闸断电，很多半导体企业竟然也被无差别地执行拉闸停工。这显然是对“能耗双控”国策，对发展半导体产业的国策的双重误读。这种运动式“减碳”已被政治局会议点名批评，正如人民日报旗下的侠客岛所说，“一刀切”要求企业停产、限产，后患无穷。\n电力短缺叠加能耗大考，地方确实多有难处，但作为半导体产业智库，芯谋研究认为介于半导体产业在经济命脉中所起的核心作用，但凡有一点可能，断电时应该对半导体企业区别对待。\n影响非同小可\n首先，半导体不是想关就关，想开就开的寻常产业。\n“卡脖子”一词极为形象地概括了目前半导体于中国生死系之的重要地位，它与人类共同命运攸关的“能耗双控”相比，至少是同等重要的。国家有严格的界定，“能耗双控”的是螺纹钢、黄磷、电解铝、建材、煤电等高耗能低端产业。说实话，很多生产型的半导体项目确实是用电、用水大户，如果不看半导体项目的重要性，关停半导体项目确实挺省电的，但脖子还要不要？\n区区一次半导体企停电停工，后果有这么严重吗？此次关停，确实后果严重。半导体制造与封测企业，产线长年连续运转，设备一年只停一次用来检修维护，这就是所谓的岁休。因为关停一次，对设备的损耗与寿命有重大影响，设备重启先要用试验芯片测试设备稳定性，然后用生产芯片小批量再测试一遍。\n由于产线整体停机，需要对产线上的每台设备都做测试，这是一个大工程，算上准备物料等环节，全厂至少要折腾大半个星期才能重启产线。关机时还会对Wafer造成损害。这些企业宁可人工三班倒，也不敢停机器。所以半导体企业关停一次是很严重的事，绝对没有外界想象得那么简单。\n雪上加霜的是，年底是电子消费品旺季，中国是全球手机制造中心，华为、小米、苹果这些企业刚刚发布新品，现在是半导体企业一年中最为繁忙的时候，是足金足赤的金九银十。打个比方来说，现在就是半导体企业的双抢季节。这个时候却把人家电给断了，后果自然严重。\n再进一步，由于产能短缺，半导体供应不足已经严重影响经济整体运行。以汽车芯片为例，上游芯片短缺，汽车作为国民经济支柱产业已经严重受到影响，很多大型汽车制造企业已经停产。芯片企业被拉闸停电，整个生产链就更加严峻，其影响一层层向下游传递，在乘数效应下其影响被十倍几十倍地放大。这根本就不是今天关停，明天加班再追回来的概念。\n再反过来说，今年产能短缺，是中国半导体产业几十年一遇的绝好机会，很多进不了供应链的企业，终于有机会进入主流供应链。毫不夸张地说，对很多企业，今年一年抵得上以往十年。损失这种倍增机会，怎么不叫人痛心。\n最后，全球疫情肆虐已经两年，全球供应链七零八落，唯有中国在稳定运转，是全世界的定海神针。这是中国制造能力无与伦比的成就，也意味无尽的新增订单正向中国飞来。但就因为有些地方对国家政策的曲解而打破金身，这损失会有多大？\n统筹规划半导体企业耗能\n当下是产业旺季，半导体企业承受着出货压力，在加班加点进行赶工，此时粗暴式的限电会对半导体企业造成非常大的损失。与其他类别企业相比，半导体企业具有特殊性，停工并非简单的停工，所以应该对产业链进行分环节管控，不同的企业采取不同的做法，对能耗进行更精细化管控，而非简单粗暴的“一刀切”。\n产业相关主管部门在能源规划时，应对当地产业链进行充分的调研和整体考量，根据产业链上下游缺料和产能具体情况，排出一个合理的生产顺序，与同级节能主管部门做好统筹衔接，进行整体的考量，通过正面协调，来保障重要产业链的生产。不搞特殊袭击，给予特殊的规模半导体企业一定豁免权。\n对于企业来讲，面对招商引资时，将会重点考虑地区对企业能耗的要求。此前，为了推进地区半导体产业发展，设立“链长制”，用以统筹各地区、各部门对产业链的合作共治。如今地区半导体企业用电都无法得到保障，“链长”体现在哪里？一心要给规模半导体企业搞配套，如果没有电，配套从何谈起？这本身也是压力，是备受考验的时期。企业到地方投资，要通盘考量地方能耗水平，供应链管理能力。\n同时，企业需要增加风险防控能力。当下影响半导体发展的因素纷繁复杂，产能紧张、疫情反复、复杂的国际关系等都会让半导体企业遭受困难。再加之无常的自然环境挑战，企业还要面临突如其来的天灾。此时，企业需要做好风险管理，建立预案，在挑战来临时将损失降到最低。半导体的市场不仅是技术的比拼，也是韧性的对决。\n结语\n如今的国际竞争中，半导体处于重要地位，产能的短缺已经严重影响经济，汽车芯片就是典型例子。拉闸限电毫无疑问会对半导体产业造成一定影响，被限电的企业无疑只能选择配合政策要求。\n给半导体产业减压是我们需要认真思考的问题，面对限电难题，应该全局统筹，给予半导体产业一定豁免权。企业也需要从自身出发，增加风险管控能力。我们坚信，在政府和企业齐心协力共同努力的前提下，中国半导体企业一定更具韧性，中国半导体产业也一定会创造奇迹。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}