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2024-12-27

$华星创业(300025)$ 。

2024-12-26

$岩山科技(002195)$ 。冫

2024-12-19

$纳斯达克(.IXIC)$ ？。？N个？。飞，

2024-11-02

$美元/港币(USDHKD.FOREX)$

2024-08-27

这篇文章不错，转发给大家看看

Nvidia May Fail To Live Up To Its Pre-Earnings Hype

2024-08-05

$美元/离岸人民币(USDCNH.FOREX)$

2024-07-31

$美元/离岸人民币(USDCNH.FOREX)$

2022-08-11

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港股异动 | 南京熊猫电子(00553)大涨22% 提供国内领先工业机器人解决方案

2021-04-27

9000多是不是十倍呢？谢谢

常熟汽饰(603035.SH)第一季度归母净利润同比增长9676.31%至1.03亿元

2020-10-20

这篇文章不错，转发给大家看

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2020-05-07

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&nbsp;</a>","text":"$美元/港币(USDHKD.FOREX)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366493483171912","isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342722487587088,"gmtCreate":1724715094606,"gmtModify":1724715096065,"author":{"id":"3497261617235933","authorId":"3497261617235933","name":"成功_3382","avatar":"https://static.tigerbbs.com/8e24161d5888b41f074081cddbeaa08a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497261617235933","authorIdStr":"3497261617235933"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342722487587088","repostId":"2462626136","repostType":2,"repost":{"id":"2462626136","kind":"highlight","pubTimestamp":1724628883,"share":"https://www.laohu8.com/m/news/2462626136?lang=&edition=full","pubTime":"2024-08-26 07:34","market":"sh","language":"en","title":"Nvidia May Fail To Live Up To Its Pre-Earnings Hype","url":"https://stock-news.laohu8.com/highlight/detail?id=2462626136","media":"seekingalpha","summary":"Nvidia is expected to report strong fiscal second quarter 2025 results, with earnings and revenue more than doubling from a year ago.Analysts anticipate high expectations for Nvidia's guidance, with e","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia is expected to report strong fiscal second quarter 2025 results, with earnings and revenue more than doubling from a year ago.</p></li><li><p>Analysts anticipate high expectations for Nvidia&#39;s guidance, with earnings and revenue growth projections for the fiscal third quarter of 2025.</p></li><li><p>Implied volatility levels for Nvidia stock are high, with options dynamics indicating potential resistance at the $130 price level post-earnings.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f1cd66fb76fb9c3656779aa6ac145d6d\" tg-width=\"750\" tg-height=\"500\"/></p><p>JHVEPhoto</p><p></p><p>Given its solid results and soaring stock price, Nvidia (NASDAQ:NVDA) has set a very high bar. That bar could be even higher this quarter because it seems increasingly difficult for the company to surprise investors.</p><p>Nvidia is expected to report fiscal second-quarter 2025 results on August 28th, and analysts expect another robust quarter for the company. Earnings and revenue are expected to more than double versus a year ago, to $0.65 per share on revenue of $28.7 billion.</p><p>Guidance will be critical because expectations are high, and the market has gotten used to big beats and even stronger guidance. For the fiscal third quarter of 2025, analysts expect earnings growth of 77% to $0.71 per share, on revenue growth of 75.4% to $31.8 billion.</p><p>Adjusted gross margins are also an important metric, and right now, analysts see fiscal second-quarter adjusted gross margins of 75.5% and 75% for the fiscal third quarter.</p><h2 id=\"id_3940723290\">Shrinking Upside Surprises</h2><p>The one thing that has been noticeable over the last few quarters is that beat rates have steadily declined. This means that the revenue that Nvidia is reporting is coming in closer to analysts&#39; estimates, meaning the upside surprise is shrinking.</p><p>Additionally, guidance surprises have also tapered off over the last four quarters. For instance, in the fiscal third quarter of 2024, guidance was 22% higher than analysts&#39; forecast, while guidance last quarter was just 8.5% higher than analysts&#39; estimates. This is a sign that analysts are starting to catch up to the company&#39;s anticipated guidance, which sets the bar higher for each quarter and tougher to beat.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/07602f2a5f5ccd39b9292971674fac8e\" tg-width=\"640\" tg-height=\"232\"/></p><p>Bloomberg</p><p></p><h2 id=\"id_3274521268\">High Levels of Implied Volatility</h2><p>The market seems a bit more uncertain about the company&#39;s results this quarter and is pricing in a greater post-earnings move of about 9%. Based on its closing price of $129.37 on August 23, 2024, the stock could trade in a range of $117 to $141.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/74311574fd9a1583f6e8b592251d92e2\" tg-width=\"640\" tg-height=\"343\"/></p><p>Bloomberg</p><p></p><p>This results from very high implied volatility levels for options expiring on August 30. Currently, implied volatility for the $130 calls strike price is running around 100%, and implied volatility is likely to continue to rise as we approach the earnings date on August 28. This is also one reason why Nvidia stock has been unable to breach the $130 level in the past few trading sessions. The gamma level at $130 is very large, and these significant levels of option gamma often serve as support and resistance levels.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/26c2a7f6346ca54a48c96a08eafd430b\" tg-width=\"640\" tg-height=\"278\"/></p><p>Bloomberg</p><p></p><h2 id=\"id_34633815\">Options Dynamics</h2><p>Many call deltas are built at the $130 price level, which is also currently helping to serve as resistance for the market. These delta and gamma levels are likely to grow larger as we head into Nvidia&#39;s earnings due to the rising implied volatility levels. This means that options hedging flows to support the stock and help keep it around $130 in results.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4850df5d32e90376563d084deae548c4\" tg-width=\"640\" tg-height=\"279\"/></p><p>Bloomberg</p><p></p><p>However, the significant risk post results is what happens to that implied volatility. Because once the results are released and the event risk passes, the implied volatility will fall dramatically. Historically, implied volatility has been almost cut in half. Because of how option pricing works, once the implied volatility levels fall, both the premiums for puts and calls will drop dramatically, which will reduce the amount of delta and gamma in the market to serve as support and resistance. It will mean that market maker hedging flows will likely need to be reduced, since so much of the positioning currently is in the call options.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/293b47c4b948562e6fd569ec66c2974b\" tg-width=\"640\" tg-height=\"232\"/></p><p>Bloomberg</p><p></p><p>In fact, the current $130 call premium for expiration on August 30 is $6.82 per contract. That means that the stock needs to rise above $136.82 by August 30 for a new buyer of those calls to earn a profit, or roughly 6% from its price on Friday. However, if that implied volatility falls to 50%, the contract becomes worth just $3.61, and when adjusting for time value, the calls become worth just $2.00 per contract.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6d34202f7ffe762651533e7221fada2d\" tg-width=\"640\" tg-height=\"317\"/></p><p>Bloomberg</p><p></p><p>This means that if the stock doesn&#39;t rise beyond $137 following results, at least based on the current market, the $130 calls will lose a ton of value following the release of the results, no matter how good or how bad the actual report is. That could result in a lot of hedging flows to come for sale. The setup last quarter was very similar, and what saved the stock that time was the 10-for-1 stock split, which helped to provide the fuel needed to push the stock higher.</p><h2 id=\"id_1668259140\">Peak Growth</h2><p>Additionally, it is clear that Nvidia has passed its peak revenue growth for this cycle, and historically, the stock&#39;s price-to-sales ratio tends to expand and contract with the revenue growth rate. It isn&#39;t to say that Nvidia&#39;s stock will return to 5 or 6 times forward sales, but it does suggest that the current price-to-sales rate of 21 times over the last twelve months is probably due to come over the next several quarters.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/22ab6680222d5273abaa3598effffa71\" tg-width=\"640\" tg-height=\"343\"/></p><p>Bloomberg</p><p></p><p>Perhaps the multiple returns to something closer to a sales multiple of closer to 10, but if revenue grows as analysts suggest to around $225 billion, the stock could maintain a market cap close to that approximately $2 trillion region. But much of that will be determined by how fast sales grow in the future.</p><p>But at this point, the long-term fundamentals of the business probably do not matter much. What appears to matter much more, at least for now, is the momentum behind the stock and, more importantly, the options positioning around the stock. Based on current positioning, Nvidia will need to reverse its current trend and provide a bigger upside surprise on both actual revenue and its guidance to get the stock to the wall of resistance around $130 to $135.</p></body></html>","source":"seekingalpha","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>Nvidia May Fail To Live Up To Its Pre-Earnings Hype</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\">\nNvidia May Fail To Live Up To Its Pre-Earnings Hype\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-26 07:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4716917-nvidia-may-fail-to-live-up-to-its-pre-earnings-hype><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia is expected to report strong fiscal second quarter 2025 results, with earnings and revenue more than doubling from a year ago.Analysts anticipate high expectations for Nvidia's guidance, with ...</p>\n\n<a href=\"https://seekingalpha.com/article/4716917-nvidia-may-fail-to-live-up-to-its-pre-earnings-hype\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4716917-nvidia-may-fail-to-live-up-to-its-pre-earnings-hype","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2462626136","content_text":"Nvidia is expected to report strong fiscal second quarter 2025 results, with earnings and revenue more than doubling from a year ago.Analysts anticipate high expectations for Nvidia's guidance, with earnings and revenue growth projections for the fiscal third quarter of 2025.Implied volatility levels for Nvidia stock are high, with options dynamics indicating potential resistance at the $130 price level post-earnings.JHVEPhotoGiven its solid results and soaring stock price, Nvidia (NASDAQ:NVDA) has set a very high bar. That bar could be even higher this quarter because it seems increasingly difficult for the company to surprise investors.Nvidia is expected to report fiscal second-quarter 2025 results on August 28th, and analysts expect another robust quarter for the company. Earnings and revenue are expected to more than double versus a year ago, to $0.65 per share on revenue of $28.7 billion.Guidance will be critical because expectations are high, and the market has gotten used to big beats and even stronger guidance. For the fiscal third quarter of 2025, analysts expect earnings growth of 77% to $0.71 per share, on revenue growth of 75.4% to $31.8 billion.Adjusted gross margins are also an important metric, and right now, analysts see fiscal second-quarter adjusted gross margins of 75.5% and 75% for the fiscal third quarter.Shrinking Upside SurprisesThe one thing that has been noticeable over the last few quarters is that beat rates have steadily declined. This means that the revenue that Nvidia is reporting is coming in closer to analysts' estimates, meaning the upside surprise is shrinking.Additionally, guidance surprises have also tapered off over the last four quarters. For instance, in the fiscal third quarter of 2024, guidance was 22% higher than analysts' forecast, while guidance last quarter was just 8.5% higher than analysts' estimates. This is a sign that analysts are starting to catch up to the company's anticipated guidance, which sets the bar higher for each quarter and tougher to beat.BloombergHigh Levels of Implied VolatilityThe market seems a bit more uncertain about the company's results this quarter and is pricing in a greater post-earnings move of about 9%. Based on its closing price of $129.37 on August 23, 2024, the stock could trade in a range of $117 to $141.BloombergThis results from very high implied volatility levels for options expiring on August 30. Currently, implied volatility for the $130 calls strike price is running around 100%, and implied volatility is likely to continue to rise as we approach the earnings date on August 28. This is also one reason why Nvidia stock has been unable to breach the $130 level in the past few trading sessions. The gamma level at $130 is very large, and these significant levels of option gamma often serve as support and resistance levels.BloombergOptions DynamicsMany call deltas are built at the $130 price level, which is also currently helping to serve as resistance for the market. These delta and gamma levels are likely to grow larger as we head into Nvidia's earnings due to the rising implied volatility levels. This means that options hedging flows to support the stock and help keep it around $130 in results.BloombergHowever, the significant risk post results is what happens to that implied volatility. Because once the results are released and the event risk passes, the implied volatility will fall dramatically. Historically, implied volatility has been almost cut in half. Because of how option pricing works, once the implied volatility levels fall, both the premiums for puts and calls will drop dramatically, which will reduce the amount of delta and gamma in the market to serve as support and resistance. It will mean that market maker hedging flows will likely need to be reduced, since so much of the positioning currently is in the call options.BloombergIn fact, the current $130 call premium for expiration on August 30 is $6.82 per contract. That means that the stock needs to rise above $136.82 by August 30 for a new buyer of those calls to earn a profit, or roughly 6% from its price on Friday. However, if that implied volatility falls to 50%, the contract becomes worth just $3.61, and when adjusting for time value, the calls become worth just $2.00 per contract.BloombergThis means that if the stock doesn't rise beyond $137 following results, at least based on the current market, the $130 calls will lose a ton of value following the release of the results, no matter how good or how bad the actual report is. That could result in a lot of hedging flows to come for sale. The setup last quarter was very similar, and what saved the stock that time was the 10-for-1 stock split, which helped to provide the fuel needed to push the stock higher.Peak GrowthAdditionally, it is clear that Nvidia has passed its peak revenue growth for this cycle, and historically, the stock's price-to-sales ratio tends to expand and contract with the revenue growth rate. It isn't to say that Nvidia's stock will return to 5 or 6 times forward sales, but it does suggest that the current price-to-sales rate of 21 times over the last twelve months is probably due to come over the next several quarters.BloombergPerhaps the multiple returns to something closer to a sales multiple of closer to 10, but if revenue grows as analysts suggest to around $225 billion, the stock could maintain a market cap close to that approximately $2 trillion region. But much of that will be determined by how fast sales grow in the future.But at this point, the long-term fundamentals of the business probably do not matter much. What appears to matter much more, at least for now, is the momentum behind the stock and, more importantly, the options positioning around the stock. Based on current positioning, Nvidia will need to reverse its current trend and provide a bigger upside surprise on both actual revenue and its guidance to get the stock to the wall of resistance around $130 to $135.","news_type":1},"isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":334998602543208,"gmtCreate":1722819709954,"gmtModify":1722821981925,"author":{"id":"3497261617235933","authorId":"3497261617235933","name":"成功_3382","avatar":"https://static.tigerbbs.com/8e24161d5888b41f074081cddbeaa08a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497261617235933","authorIdStr":"3497261617235933"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/USDCNH.FOREX\">$美元/离岸人民币(USDCNH.FOREX)$ &nbsp;</a>","listText":"<a href=\"https://laohu8.com/S/USDCNH.FOREX\">$美元/离岸人民币(USDCNH.FOREX)$ &nbsp;</a>","text":"$美元/离岸人民币(USDCNH.FOREX)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/334998602543208","isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333296185098288,"gmtCreate":1722396896333,"gmtModify":1722403660250,"author":{"id":"3497261617235933","authorId":"3497261617235933","name":"成功_3382","avatar":"https://static.tigerbbs.com/8e24161d5888b41f074081cddbeaa08a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497261617235933","authorIdStr":"3497261617235933"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/USDCNH.FOREX\">$美元/离岸人民币(USDCNH.FOREX)$ &nbsp;</a>","listText":"<a href=\"https://laohu8.com/S/USDCNH.FOREX\">$美元/离岸人民币(USDCNH.FOREX)$ &nbsp;</a>","text":"$美元/离岸人民币(USDCNH.FOREX)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333296185098288","isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":684174239,"gmtCreate":1660187138135,"gmtModify":1660187138135,"author":{"id":"3497261617235933","authorId":"3497261617235933","name":"成功_3382","avatar":"https://static.tigerbbs.com/8e24161d5888b41f074081cddbeaa08a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497261617235933","authorIdStr":"3497261617235933"},"themes":[],"htmlText":"i","listText":"i","text":"i","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/684174239","repostId":"2247066947","repostType":2,"repost":{"id":"2247066947","kind":"news","pubTimestamp":1656471277,"share":"https://www.laohu8.com/m/news/2247066947?lang=&edition=full","pubTime":"2022-06-29 10:54","market":"hk","language":"zh","title":"港股异动 | 南京熊猫电子(00553)大涨22% 提供国内领先工业机器人解决方案","url":"https://stock-news.laohu8.com/highlight/detail?id=2247066947","media":"智通财经","summary":"智通财经APP获悉，近几日，机器人概念股持续走强。南京熊猫电子早盘一度拉升54.1%，随后涨幅收窄至20%以上。公司是国内领先的工业机器人、智能制造系统及智能制造整体解决方案供应商。截至发稿，南京熊猫电子涨22.19%，报4.13港元，成交额0.16亿港元。南京熊猫电子装备拥有完全自主知识产权的熊猫机器人和iManuf智能制造系统已成功为3C、液晶面板、玻璃制造、新能源、新材料、教育培训等多个行业提供定制化智能制造整体解决方案。","content":"<html><body><p>智通财经APP获悉，近几日，<a href=\"https://laohu8.com/S/300024\">机器人</a>概念股持续走强。<a href=\"https://laohu8.com/S/600775\">南京熊猫</a>电子(00553)早盘一度拉升54.1%，随后涨幅收窄至20%以上。公司是国内领先的工业机器人、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>制造系统及智能制造整体解决方案供应商。截至发稿，南京熊猫电子涨22.19%，报4.13港元，成交额0.16亿港元。</p><p>南京熊猫电子(00553)全资子公司南京熊猫电子装备是中国电子（CEC）旗下智能制造供给侧骨干企业，是国内领先的工业机器人、智能制造系统及智能制造整体解决方案供应商。南京熊猫电子装备拥有完全自主知识产权的熊猫机器人和iManuf智能制造系统已成功为3C、液晶面板、玻璃制造、新能源、新材料、教育培训等多个行业提供定制化智能制造整体解决方案。</p></body></html>","source":"stock_zhitongcaijing","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>港股异动 | 南京熊猫电子(00553)大涨22% 提供国内领先工业机器人解决方案</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{ 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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港股异动 | 南京熊猫电子(00553)大涨22% 提供国内领先工业机器人解决方案\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-29 10:54 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/746428.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，近几日，机器人概念股持续走强。南京熊猫电子(00553)早盘一度拉升54.1%，随后涨幅收窄至20%以上。公司是国内领先的工业机器人、智能制造系统及智能制造整体解决方案供应商。截至发稿，南京熊猫电子涨22.19%，报4.13港元，成交额0.16亿港元。南京熊猫电子(00553)全资子公司南京熊猫电子装备是中国电子（CEC）旗下智能制造供给侧骨干企业，是国内领先的工业机器人、智能...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/746428.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"300024":"机器人","600775":"南京熊猫","BK4561":"索罗斯持仓","BK4539":"次新股","BK1149":"通信设备","BK4551":"寇图资本持仓","BK4505":"高瓴资本持仓","00553":"南京熊猫电子股份","BK4097":"系统软件","PATH":"UiPath"},"source_url":"http://www.zhitongcaijing.com/content/detail/746428.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247066947","content_text":"智通财经APP获悉，近几日，机器人概念股持续走强。南京熊猫电子(00553)早盘一度拉升54.1%，随后涨幅收窄至20%以上。公司是国内领先的工业机器人、智能制造系统及智能制造整体解决方案供应商。截至发稿，南京熊猫电子涨22.19%，报4.13港元，成交额0.16亿港元。南京熊猫电子(00553)全资子公司南京熊猫电子装备是中国电子（CEC）旗下智能制造供给侧骨干企业，是国内领先的工业机器人、智能制造系统及智能制造整体解决方案供应商。南京熊猫电子装备拥有完全自主知识产权的熊猫机器人和iManuf智能制造系统已成功为3C、液晶面板、玻璃制造、新能源、新材料、教育培训等多个行业提供定制化智能制造整体解决方案。","news_type":1},"isVote":1,"tweetType":1,"viewCount":864,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377834439,"gmtCreate":1619513719321,"gmtModify":1619513719321,"author":{"id":"3497261617235933","authorId":"3497261617235933","name":"成功_3382","avatar":"https://static.tigerbbs.com/8e24161d5888b41f074081cddbeaa08a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497261617235933","authorIdStr":"3497261617235933"},"themes":[],"htmlText":"9000多是不是十倍呢？谢谢","listText":"9000多是不是十倍呢？谢谢","text":"9000多是不是十倍呢？谢谢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377834439","repostId":"2130401613","repostType":2,"repost":{"id":"2130401613","kind":"news","pubTimestamp":1619509064,"share":"https://www.laohu8.com/m/news/2130401613?lang=&edition=full","pubTime":"2021-04-27 15:37","market":"hk","language":"zh","title":"常熟汽饰(603035.SH)第一季度归母净利润同比增长9676.31%至1.03亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2130401613","media":"智通财经","summary":"智通财经APP讯，常熟汽饰(603035.SH)发布公告，公司2021年第一季度实现营业收入为6.08亿元，同比增长48.80%;归属于上市公司股东的净利润为1.03亿元，同比增长9,676.31;归属于上市公司股东的扣除非经常性损益的净利润为9197.33万元，上年同期亏损1390.21万元;基本每股收益为0.30元/股。","content":"<html><body><p>智通财经APP讯，<a href=\"https://laohu8.com/S/603035\">常熟汽饰</a>(603035.SH)发布公告，公司2021年第一季度实现营业收入为6.08亿元，同比增长48.80%;归属于上市公司股东的净利润为1.03亿元，同比增长9,676.31;归属于上市公司股东的扣除非经常性损益的净利润为9197.33万元，上年同期亏损1390.21万元;基本每股收益为0.30元/股。</p></body></html>","source":"stock_zhitongcaijing","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\" 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.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常熟汽饰(603035.SH)第一季度归母净利润同比增长9676.31%至1.03亿元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 15:37 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/459199.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP讯，常熟汽饰(603035.SH)发布公告，公司2021年第一季度实现营业收入为6.08亿元，同比增长48.80%;归属于上市公司股东的净利润为1.03亿元，同比增长9,676.31;归属于上市公司股东的扣除非经常性损益的净利润为9197.33万元，上年同期亏损1390.21万元;基本每股收益为0.30元/股。</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/459199.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/b8906c2117cf409a3cc5087f96741bce","relate_stocks":{"603035":"常熟汽饰"},"source_url":"http://www.zhitongcaijing.com/content/detail/459199.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2130401613","content_text":"智通财经APP讯，常熟汽饰(603035.SH)发布公告，公司2021年第一季度实现营业收入为6.08亿元，同比增长48.80%;归属于上市公司股东的净利润为1.03亿元，同比增长9,676.31;归属于上市公司股东的扣除非经常性损益的净利润为9197.33万元，上年同期亏损1390.21万元;基本每股收益为0.30元/股。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1963,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303231433,"gmtCreate":1603156506622,"gmtModify":1703828865937,"author":{"id":"3497261617235933","authorId":"3497261617235933","name":"成功_3382","avatar":"https://static.tigerbbs.com/8e24161d5888b41f074081cddbeaa08a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497261617235933","authorIdStr":"3497261617235933"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303231433","repostId":"1158723561","repostType":4,"repost":{"id":"1158723561","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":1603152166,"share":"https://www.laohu8.com/m/news/1158723561?lang=&edition=full","pubTime":"2020-10-20 08:02","market":"hk","language":"zh","title":"外媒头条：特朗普称福奇是“灾难”","url":"https://stock-news.laohu8.com/highlight/detail?id=1158723561","media":"老虎资讯综合","summary":"金融时报  |  新刺激协议最后期限迫近美股下跌彭博社  |  佩洛西与姆努钦减少新刺激案分歧周二继续磋商路透社  |  特朗普称“美国钟南山”是“灾难”CNBC  |   IBM连续三个季度营收下降","content":"<blockquote><b>金融时报</b>&nbsp; <b>|</b>&nbsp; <b>新刺激协议最后期限迫近美股下跌</b></blockquote><blockquote><b>彭博社</b>&nbsp; <b>|</b>&nbsp; <b>佩洛西与姆努钦减少新刺激案分歧周二继续磋商</b></blockquote><blockquote><b>路透社</b>&nbsp; <b>|</b>&nbsp; <b>特朗普称“美国钟南山”是“灾难”</b></blockquote><blockquote><b>CNBC</b>&nbsp; <b>|</b>&nbsp; <b> IBM连续三个季度营收下降</b></blockquote><blockquote><b>华尔街日报</b>&nbsp; <b>|</b>&nbsp; <b>独家消息：英特尔接近达成向韩国海力士出售NAND闪存业务的协议</b></blockquote><h2><b>金融时报</b></h2><p><b>新刺激协议最后期限迫近美股下跌</b><img src=\"https://static.tigerbbs.com/9394492e5426f2d4f753407c58707962\" tg-width=\"624\" tg-height=\"482\">美国新刺激谈判正在逼近能在11月大选前出台刺激的最后期限。除了刺激协议缺失，新冠肺炎病例增长也在给股市施加下行压力。</p><p>美股三大股指本周一集体下跌，标普500和道指最近五个交易日内第四日收跌，分别收跌逾1.6%和1.4%，纳斯达克综合指数（纳指）连跌五日，和纳斯达克100指数分别收跌逾1.6%和1.8%。</p><p>欧洲股市周一也齐跌。泛欧股指欧洲斯托克600指数周一收跌将近0.3%，英国、德国、意大利、法国股指均收跌。</p><p>比利时从周一开始对国内酒吧和餐馆施行新的限制措施，英国威尔士地区从周五起全境封锁两周。</p><p>瑞银全球财富管理的首席投资官Mark</p><p>Haefele评论称，二次疫情正在席卷西方世界，一些投资者可能发觉，在考虑经济复苏时，难以忽视病例增长和地区性封锁重启的形势。</p><h2><b>彭博社</b></h2><p><b>佩洛西与姆努钦减少新刺激案分歧周二继续磋商</b><img src=\"https://static.tigerbbs.com/955476c9873a33292ab600c61c8cbe98\" tg-width=\"624\" tg-height=\"190\">美国民主党领袖、众议院议长佩洛西和美国财长姆努钦本周一通话后，佩洛西的助理兼发言人Drew Hammill表示，两人在抗议救助方案方面继续减少分歧。佩洛西仍希望在周二结束以前能明确，能否在11月大选前通过新的刺激议案。两人将在周二继续对话，工作人员将继续为此努力。</p><p>知情人士称，周一稍早，佩洛西在电话会议中告诉党内众议员一些重要领域的分歧仍然在阻碍达成任何协议。</p><p>民主党人此前拒绝在资助地方政府、学校、医疗健康和劳动者方面的优先要求上做出让步，Hammill周一称，任众议院委员会主席的民主党议员得到指示，要与共和党的众议员合作，拿出解决方案。</p><p>特朗普周一称，佩洛西眼下不希望做任何影响大选的事，否则将在选举中对她有负面影响。共和党的议员在谈判中并未扮演领导角色，如果他的政府和民主党人达成协议，他会依靠国会的共和党议员通过议案。</p><h2><b>路透社</b></h2><p><b>特朗普称“美国钟南山”是“灾难”</b>&nbsp;&nbsp;<img src=\"https://static.tigerbbs.com/f0bb7e6fe7fe59cc2d492623973fe22d\" tg-width=\"624\" tg-height=\"516\">特朗普本周一在一场电话会议中称，美国资深传染病专家安东尼·福奇是一场“灾难”，“如果我听他的，我们要有50万人死亡”。美国国民已经厌倦了防疫限制措施，“他们厌烦听福奇和所有傻子说的话。”&nbsp;</p><p>福奇自1984年起一直担任美国国家过敏和传染病研究所（NIH）的所长。他此前公开对特朗普竞选宣传活动中提到的疫情应对成绩感到不满。上周日晚，福奇在接受CBS电视节目“60分钟”采访时表示，他对特朗普本人感染新冠肺炎并不意外。&nbsp;</p><p>特朗普本周一称，福奇上电视访谈会扔炸弹，那如果炒了他，那会是更大的炸弹。&nbsp;美国共和党参议员Lamar Alexander最近在声明中称赞福奇是美国最优秀的公务员之一。如果更多的国民留意福奇的建议，感染的病例会比现在少。&nbsp;而特朗普周一称：“福奇是个好人，他已经待在那儿500年了。”<b>&nbsp;</b></p><h2><b>CNBC</b></h2><p><b>IBM连续三个季度营收下降&nbsp;</b>&nbsp;<img src=\"https://static.tigerbbs.com/a2faabac37beef220ebefeb41751cf34\" tg-width=\"624\" tg-height=\"436\">IBM周一盘后公布，今年第三季度调整后每股收益（EPS）2.58美元，符合Refinitiv的分析师预期，也符合IBM本月稍早公布的 EPS预期；当季营业收入175.6亿美元，略高于Refinitiv的分析师预期175.4亿美元，略低于IBM稍早的预期，但同比下降2.5%，已经连续第三个季度下滑。&nbsp;</p><p>财报公布后，IBM股价盘后一度跌超2%。截至本周一收盘，IBM今年初以来累跌约6%，同期标普500涨约6%。&nbsp;本月8日，IBM的CEO Arvind Krishna宣布，旗下全球科技服务部门的基础设施服务业务将成为独立的公开上市公司。当时IBM公布，初步预计三季度EPS为2.58美元，营业收入为176亿美元。Krishna称，IBM预计，公司数字业务收入的增速将在中期内保持在5%左右。&nbsp;</p><p>本周一公布的财报显示，三季度IBM最大收入源——科技服务部门的营业收入为64.6亿美元，同比下降4%，高于FactSet的共识预期62.5亿美元；包括开源软件商红帽在内的云和认知软件部门收入55.5亿美元，同比增长7%，高于FactSet的共识预期54.8亿美元；全球企业服务收入39.7亿美元，同比下降5%，高于市场共识预期39亿美元；系统业务收入12.6亿美元，同比下降15%，低于共识预期15.5亿美元。</p><h2><b>华尔街日报</b></h2><p><b>独家消息：英特尔接近达成向韩国海力士出售NAND闪存业务的协议</b><img src=\"https://static.tigerbbs.com/04f211bcd1376d65fb617c3a4eb6c8b8\" tg-width=\"624\" tg-height=\"537\">美国半导体巨头英特尔接近达成协议，将作价约100亿美元，将旗下NAND闪存业务出售给韩国芯片制造商海力士。知情人士称，英特尔和海力士正在磋商，若谈判顺利，可能最早本周一公布达成协议。</p><p>这一交易将让英特尔脱离对其具有重大历史意义的业务。虽然英特尔是以生产个人电脑的CPU闻名于世，但内存也是其深耕多年的业务。早在上世纪60年代末，英特尔就开始生产内存。内存芯片的市场在2018年因供应过剩大幅缩水，去年末才开始复苏。</p><p>英特尔的NAND闪存产品主要用于硬盘、闪存硬盘、相机等设备。由于闪存价格疲软，英特尔有一段时间一直面临剥离该业务的压力。今年4月，英特尔的CEO Bob Swan称，该司必须让NAND业务获得更多有吸引力的回报，暗示为此可能要寻找合作伙伴。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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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外媒头条：特朗普称福奇是“灾难”\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\">2020-10-20 08:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote><b>金融时报</b>&nbsp; <b>|</b>&nbsp; <b>新刺激协议最后期限迫近美股下跌</b></blockquote><blockquote><b>彭博社</b>&nbsp; <b>|</b>&nbsp; <b>佩洛西与姆努钦减少新刺激案分歧周二继续磋商</b></blockquote><blockquote><b>路透社</b>&nbsp; <b>|</b>&nbsp; <b>特朗普称“美国钟南山”是“灾难”</b></blockquote><blockquote><b>CNBC</b>&nbsp; <b>|</b>&nbsp; <b> IBM连续三个季度营收下降</b></blockquote><blockquote><b>华尔街日报</b>&nbsp; <b>|</b>&nbsp; <b>独家消息：英特尔接近达成向韩国海力士出售NAND闪存业务的协议</b></blockquote><h2><b>金融时报</b></h2><p><b>新刺激协议最后期限迫近美股下跌</b><img src=\"https://static.tigerbbs.com/9394492e5426f2d4f753407c58707962\" tg-width=\"624\" tg-height=\"482\">美国新刺激谈判正在逼近能在11月大选前出台刺激的最后期限。除了刺激协议缺失，新冠肺炎病例增长也在给股市施加下行压力。</p><p>美股三大股指本周一集体下跌，标普500和道指最近五个交易日内第四日收跌，分别收跌逾1.6%和1.4%，纳斯达克综合指数（纳指）连跌五日，和纳斯达克100指数分别收跌逾1.6%和1.8%。</p><p>欧洲股市周一也齐跌。泛欧股指欧洲斯托克600指数周一收跌将近0.3%，英国、德国、意大利、法国股指均收跌。</p><p>比利时从周一开始对国内酒吧和餐馆施行新的限制措施，英国威尔士地区从周五起全境封锁两周。</p><p>瑞银全球财富管理的首席投资官Mark</p><p>Haefele评论称，二次疫情正在席卷西方世界，一些投资者可能发觉，在考虑经济复苏时，难以忽视病例增长和地区性封锁重启的形势。</p><h2><b>彭博社</b></h2><p><b>佩洛西与姆努钦减少新刺激案分歧周二继续磋商</b><img src=\"https://static.tigerbbs.com/955476c9873a33292ab600c61c8cbe98\" tg-width=\"624\" tg-height=\"190\">美国民主党领袖、众议院议长佩洛西和美国财长姆努钦本周一通话后，佩洛西的助理兼发言人Drew Hammill表示，两人在抗议救助方案方面继续减少分歧。佩洛西仍希望在周二结束以前能明确，能否在11月大选前通过新的刺激议案。两人将在周二继续对话，工作人员将继续为此努力。</p><p>知情人士称，周一稍早，佩洛西在电话会议中告诉党内众议员一些重要领域的分歧仍然在阻碍达成任何协议。</p><p>民主党人此前拒绝在资助地方政府、学校、医疗健康和劳动者方面的优先要求上做出让步，Hammill周一称，任众议院委员会主席的民主党议员得到指示，要与共和党的众议员合作，拿出解决方案。</p><p>特朗普周一称，佩洛西眼下不希望做任何影响大选的事，否则将在选举中对她有负面影响。共和党的议员在谈判中并未扮演领导角色，如果他的政府和民主党人达成协议，他会依靠国会的共和党议员通过议案。</p><h2><b>路透社</b></h2><p><b>特朗普称“美国钟南山”是“灾难”</b>&nbsp;&nbsp;<img src=\"https://static.tigerbbs.com/f0bb7e6fe7fe59cc2d492623973fe22d\" tg-width=\"624\" tg-height=\"516\">特朗普本周一在一场电话会议中称，美国资深传染病专家安东尼·福奇是一场“灾难”，“如果我听他的，我们要有50万人死亡”。美国国民已经厌倦了防疫限制措施，“他们厌烦听福奇和所有傻子说的话。”&nbsp;</p><p>福奇自1984年起一直担任美国国家过敏和传染病研究所（NIH）的所长。他此前公开对特朗普竞选宣传活动中提到的疫情应对成绩感到不满。上周日晚，福奇在接受CBS电视节目“60分钟”采访时表示，他对特朗普本人感染新冠肺炎并不意外。&nbsp;</p><p>特朗普本周一称，福奇上电视访谈会扔炸弹，那如果炒了他，那会是更大的炸弹。&nbsp;美国共和党参议员Lamar Alexander最近在声明中称赞福奇是美国最优秀的公务员之一。如果更多的国民留意福奇的建议，感染的病例会比现在少。&nbsp;而特朗普周一称：“福奇是个好人，他已经待在那儿500年了。”<b>&nbsp;</b></p><h2><b>CNBC</b></h2><p><b>IBM连续三个季度营收下降&nbsp;</b>&nbsp;<img src=\"https://static.tigerbbs.com/a2faabac37beef220ebefeb41751cf34\" tg-width=\"624\" tg-height=\"436\">IBM周一盘后公布，今年第三季度调整后每股收益（EPS）2.58美元，符合Refinitiv的分析师预期，也符合IBM本月稍早公布的 EPS预期；当季营业收入175.6亿美元，略高于Refinitiv的分析师预期175.4亿美元，略低于IBM稍早的预期，但同比下降2.5%，已经连续第三个季度下滑。&nbsp;</p><p>财报公布后，IBM股价盘后一度跌超2%。截至本周一收盘，IBM今年初以来累跌约6%，同期标普500涨约6%。&nbsp;本月8日，IBM的CEO Arvind Krishna宣布，旗下全球科技服务部门的基础设施服务业务将成为独立的公开上市公司。当时IBM公布，初步预计三季度EPS为2.58美元，营业收入为176亿美元。Krishna称，IBM预计，公司数字业务收入的增速将在中期内保持在5%左右。&nbsp;</p><p>本周一公布的财报显示，三季度IBM最大收入源——科技服务部门的营业收入为64.6亿美元，同比下降4%，高于FactSet的共识预期62.5亿美元；包括开源软件商红帽在内的云和认知软件部门收入55.5亿美元，同比增长7%，高于FactSet的共识预期54.8亿美元；全球企业服务收入39.7亿美元，同比下降5%，高于市场共识预期39亿美元；系统业务收入12.6亿美元，同比下降15%，低于共识预期15.5亿美元。</p><h2><b>华尔街日报</b></h2><p><b>独家消息：英特尔接近达成向韩国海力士出售NAND闪存业务的协议</b><img src=\"https://static.tigerbbs.com/04f211bcd1376d65fb617c3a4eb6c8b8\" tg-width=\"624\" tg-height=\"537\">美国半导体巨头英特尔接近达成协议，将作价约100亿美元，将旗下NAND闪存业务出售给韩国芯片制造商海力士。知情人士称，英特尔和海力士正在磋商，若谈判顺利，可能最早本周一公布达成协议。</p><p>这一交易将让英特尔脱离对其具有重大历史意义的业务。虽然英特尔是以生产个人电脑的CPU闻名于世，但内存也是其深耕多年的业务。早在上世纪60年代末，英特尔就开始生产内存。内存芯片的市场在2018年因供应过剩大幅缩水，去年末才开始复苏。</p><p>英特尔的NAND闪存产品主要用于硬盘、闪存硬盘、相机等设备。由于闪存价格疲软，英特尔有一段时间一直面临剥离该业务的压力。今年4月，英特尔的CEO Bob Swan称，该司必须让NAND业务获得更多有吸引力的回报，暗示为此可能要寻找合作伙伴。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c8c31828339b32587d65bd36b68f9023","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158723561","content_text":"金融时报  |  新刺激协议最后期限迫近美股下跌彭博社  |  佩洛西与姆努钦减少新刺激案分歧周二继续磋商路透社  |  特朗普称“美国钟南山”是“灾难”CNBC  |   IBM连续三个季度营收下降华尔街日报  |  独家消息：英特尔接近达成向韩国海力士出售NAND闪存业务的协议金融时报新刺激协议最后期限迫近美股下跌美国新刺激谈判正在逼近能在11月大选前出台刺激的最后期限。除了刺激协议缺失，新冠肺炎病例增长也在给股市施加下行压力。美股三大股指本周一集体下跌，标普500和道指最近五个交易日内第四日收跌，分别收跌逾1.6%和1.4%，纳斯达克综合指数（纳指）连跌五日，和纳斯达克100指数分别收跌逾1.6%和1.8%。欧洲股市周一也齐跌。泛欧股指欧洲斯托克600指数周一收跌将近0.3%，英国、德国、意大利、法国股指均收跌。比利时从周一开始对国内酒吧和餐馆施行新的限制措施，英国威尔士地区从周五起全境封锁两周。瑞银全球财富管理的首席投资官MarkHaefele评论称，二次疫情正在席卷西方世界，一些投资者可能发觉，在考虑经济复苏时，难以忽视病例增长和地区性封锁重启的形势。彭博社佩洛西与姆努钦减少新刺激案分歧周二继续磋商美国民主党领袖、众议院议长佩洛西和美国财长姆努钦本周一通话后，佩洛西的助理兼发言人Drew Hammill表示，两人在抗议救助方案方面继续减少分歧。佩洛西仍希望在周二结束以前能明确，能否在11月大选前通过新的刺激议案。两人将在周二继续对话，工作人员将继续为此努力。知情人士称，周一稍早，佩洛西在电话会议中告诉党内众议员一些重要领域的分歧仍然在阻碍达成任何协议。民主党人此前拒绝在资助地方政府、学校、医疗健康和劳动者方面的优先要求上做出让步，Hammill周一称，任众议院委员会主席的民主党议员得到指示，要与共和党的众议员合作，拿出解决方案。特朗普周一称，佩洛西眼下不希望做任何影响大选的事，否则将在选举中对她有负面影响。共和党的议员在谈判中并未扮演领导角色，如果他的政府和民主党人达成协议，他会依靠国会的共和党议员通过议案。路透社特朗普称“美国钟南山”是“灾难”  特朗普本周一在一场电话会议中称，美国资深传染病专家安东尼·福奇是一场“灾难”，“如果我听他的，我们要有50万人死亡”。美国国民已经厌倦了防疫限制措施，“他们厌烦听福奇和所有傻子说的话。” 福奇自1984年起一直担任美国国家过敏和传染病研究所（NIH）的所长。他此前公开对特朗普竞选宣传活动中提到的疫情应对成绩感到不满。上周日晚，福奇在接受CBS电视节目“60分钟”采访时表示，他对特朗普本人感染新冠肺炎并不意外。 特朗普本周一称，福奇上电视访谈会扔炸弹，那如果炒了他，那会是更大的炸弹。 美国共和党参议员Lamar Alexander最近在声明中称赞福奇是美国最优秀的公务员之一。如果更多的国民留意福奇的建议，感染的病例会比现在少。 而特朗普周一称：“福奇是个好人，他已经待在那儿500年了。” CNBCIBM连续三个季度营收下降  IBM周一盘后公布，今年第三季度调整后每股收益（EPS）2.58美元，符合Refinitiv的分析师预期，也符合IBM本月稍早公布的 EPS预期；当季营业收入175.6亿美元，略高于Refinitiv的分析师预期175.4亿美元，略低于IBM稍早的预期，但同比下降2.5%，已经连续第三个季度下滑。 财报公布后，IBM股价盘后一度跌超2%。截至本周一收盘，IBM今年初以来累跌约6%，同期标普500涨约6%。 本月8日，IBM的CEO Arvind Krishna宣布，旗下全球科技服务部门的基础设施服务业务将成为独立的公开上市公司。当时IBM公布，初步预计三季度EPS为2.58美元，营业收入为176亿美元。Krishna称，IBM预计，公司数字业务收入的增速将在中期内保持在5%左右。 本周一公布的财报显示，三季度IBM最大收入源——科技服务部门的营业收入为64.6亿美元，同比下降4%，高于FactSet的共识预期62.5亿美元；包括开源软件商红帽在内的云和认知软件部门收入55.5亿美元，同比增长7%，高于FactSet的共识预期54.8亿美元；全球企业服务收入39.7亿美元，同比下降5%，高于市场共识预期39亿美元；系统业务收入12.6亿美元，同比下降15%，低于共识预期15.5亿美元。华尔街日报独家消息：英特尔接近达成向韩国海力士出售NAND闪存业务的协议美国半导体巨头英特尔接近达成协议，将作价约100亿美元，将旗下NAND闪存业务出售给韩国芯片制造商海力士。知情人士称，英特尔和海力士正在磋商，若谈判顺利，可能最早本周一公布达成协议。这一交易将让英特尔脱离对其具有重大历史意义的业务。虽然英特尔是以生产个人电脑的CPU闻名于世，但内存也是其深耕多年的业务。早在上世纪60年代末，英特尔就开始生产内存。内存芯片的市场在2018年因供应过剩大幅缩水，去年末才开始复苏。英特尔的NAND闪存产品主要用于硬盘、闪存硬盘、相机等设备。由于闪存价格疲软，英特尔有一段时间一直面临剥离该业务的压力。今年4月，英特尔的CEO Bob Swan称，该司必须让NAND业务获得更多有吸引力的回报，暗示为此可能要寻找合作伙伴。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":927899481,"gmtCreate":1588803218043,"gmtModify":1704178486942,"author":{"id":"3497261617235933","authorId":"3497261617235933","name":"成功_3382","avatar":"https://static.tigerbbs.com/8e24161d5888b41f074081cddbeaa08a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497261617235933","authorIdStr":"3497261617235933"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/QGmain\">$小天然气主连(QGmain)$ &nbsp;</a>户迁","listText":"<a href=\"https://laohu8.com/FUT/QGmain\">$小天然气主连(QGmain)$ &nbsp;</a>户迁","text":"$小天然气主连(QGmain)$ 户迁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/927899481","isVote":1,"tweetType":1,"viewCount":1796,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":927899481,"gmtCreate":1588803218043,"gmtModify":1704178486942,"author":{"id":"3497261617235933","authorId":"3497261617235933","name":"成功_3382","avatar":"https://static.tigerbbs.com/8e24161d5888b41f074081cddbeaa08a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497261617235933","authorIdStr":"3497261617235933"},"themes":[],"htmlText":"<a 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户迁","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/927899481","isVote":1,"tweetType":1,"viewCount":1796,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383023407284656,"gmtCreate":1734553835725,"gmtModify":1734553837034,"author":{"id":"3497261617235933","authorId":"3497261617235933","name":"成功_3382","avatar":"https://static.tigerbbs.com/8e24161d5888b41f074081cddbeaa08a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497261617235933","authorIdStr":"3497261617235933"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$&nbsp;</a>？。？N个？。飞，","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$&nbsp;</a>？。？N个？。飞，","text":"$纳斯达克(.IXIC)$ ？。？N个？。飞，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383023407284656","isVote":1,"tweetType":1,"viewCount":146,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":386049078968504,"gmtCreate":1735277883073,"gmtModify":1735277884290,"author":{"id":"3497261617235933","authorId":"3497261617235933","name":"成功_3382","avatar":"https://static.tigerbbs.com/8e24161d5888b41f074081cddbeaa08a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497261617235933","authorIdStr":"3497261617235933"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/300025\">$华星创业(300025)$ &nbsp;</a>。","listText":"<a href=\"https://laohu8.com/S/300025\">$华星创业(300025)$ &nbsp;</a>。","text":"$华星创业(300025)$ 。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386049078968504","isVote":1,"tweetType":1,"viewCount":49,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":385653773369872,"gmtCreate":1735198631580,"gmtModify":1735198632797,"author":{"id":"3497261617235933","authorId":"3497261617235933","name":"成功_3382","avatar":"https://static.tigerbbs.com/8e24161d5888b41f074081cddbeaa08a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497261617235933","authorIdStr":"3497261617235933"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/002195\">$岩山科技(002195)$ &nbsp;</a>。冫","listText":"<a href=\"https://laohu8.com/S/002195\">$岩山科技(002195)$ &nbsp;</a>。冫","text":"$岩山科技(002195)$ 。冫","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/385653773369872","isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":366493483171912,"gmtCreate":1730502084949,"gmtModify":1730502085924,"author":{"id":"3497261617235933","authorId":"3497261617235933","name":"成功_3382","avatar":"https://static.tigerbbs.com/8e24161d5888b41f074081cddbeaa08a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497261617235933","authorIdStr":"3497261617235933"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/USDHKD.FOREX\">$美元/港币(USDHKD.FOREX)$ &nbsp;</a>","listText":"<a href=\"https://laohu8.com/S/USDHKD.FOREX\">$美元/港币(USDHKD.FOREX)$ &nbsp;</a>","text":"$美元/港币(USDHKD.FOREX)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366493483171912","isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342722487587088,"gmtCreate":1724715094606,"gmtModify":1724715096065,"author":{"id":"3497261617235933","authorId":"3497261617235933","name":"成功_3382","avatar":"https://static.tigerbbs.com/8e24161d5888b41f074081cddbeaa08a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497261617235933","authorIdStr":"3497261617235933"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342722487587088","repostId":"2462626136","repostType":2,"repost":{"id":"2462626136","kind":"highlight","pubTimestamp":1724628883,"share":"https://www.laohu8.com/m/news/2462626136?lang=&edition=full","pubTime":"2024-08-26 07:34","market":"sh","language":"en","title":"Nvidia May Fail To Live Up To Its Pre-Earnings Hype","url":"https://stock-news.laohu8.com/highlight/detail?id=2462626136","media":"seekingalpha","summary":"Nvidia is expected to report strong fiscal second quarter 2025 results, with earnings and revenue more than doubling from a year ago.Analysts anticipate high expectations for Nvidia's guidance, with e","content":"<html><head></head><body><ul style=\"\"><li><p>Nvidia is expected to report strong fiscal second quarter 2025 results, with earnings and revenue more than doubling from a year ago.</p></li><li><p>Analysts anticipate high expectations for Nvidia&#39;s guidance, with earnings and revenue growth projections for the fiscal third quarter of 2025.</p></li><li><p>Implied volatility levels for Nvidia stock are high, with options dynamics indicating potential resistance at the $130 price level post-earnings.</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f1cd66fb76fb9c3656779aa6ac145d6d\" tg-width=\"750\" tg-height=\"500\"/></p><p>JHVEPhoto</p><p></p><p>Given its solid results and soaring stock price, Nvidia (NASDAQ:NVDA) has set a very high bar. That bar could be even higher this quarter because it seems increasingly difficult for the company to surprise investors.</p><p>Nvidia is expected to report fiscal second-quarter 2025 results on August 28th, and analysts expect another robust quarter for the company. Earnings and revenue are expected to more than double versus a year ago, to $0.65 per share on revenue of $28.7 billion.</p><p>Guidance will be critical because expectations are high, and the market has gotten used to big beats and even stronger guidance. For the fiscal third quarter of 2025, analysts expect earnings growth of 77% to $0.71 per share, on revenue growth of 75.4% to $31.8 billion.</p><p>Adjusted gross margins are also an important metric, and right now, analysts see fiscal second-quarter adjusted gross margins of 75.5% and 75% for the fiscal third quarter.</p><h2 id=\"id_3940723290\">Shrinking Upside Surprises</h2><p>The one thing that has been noticeable over the last few quarters is that beat rates have steadily declined. This means that the revenue that Nvidia is reporting is coming in closer to analysts&#39; estimates, meaning the upside surprise is shrinking.</p><p>Additionally, guidance surprises have also tapered off over the last four quarters. For instance, in the fiscal third quarter of 2024, guidance was 22% higher than analysts&#39; forecast, while guidance last quarter was just 8.5% higher than analysts&#39; estimates. This is a sign that analysts are starting to catch up to the company&#39;s anticipated guidance, which sets the bar higher for each quarter and tougher to beat.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/07602f2a5f5ccd39b9292971674fac8e\" tg-width=\"640\" tg-height=\"232\"/></p><p>Bloomberg</p><p></p><h2 id=\"id_3274521268\">High Levels of Implied Volatility</h2><p>The market seems a bit more uncertain about the company&#39;s results this quarter and is pricing in a greater post-earnings move of about 9%. Based on its closing price of $129.37 on August 23, 2024, the stock could trade in a range of $117 to $141.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/74311574fd9a1583f6e8b592251d92e2\" tg-width=\"640\" tg-height=\"343\"/></p><p>Bloomberg</p><p></p><p>This results from very high implied volatility levels for options expiring on August 30. Currently, implied volatility for the $130 calls strike price is running around 100%, and implied volatility is likely to continue to rise as we approach the earnings date on August 28. This is also one reason why Nvidia stock has been unable to breach the $130 level in the past few trading sessions. The gamma level at $130 is very large, and these significant levels of option gamma often serve as support and resistance levels.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/26c2a7f6346ca54a48c96a08eafd430b\" tg-width=\"640\" tg-height=\"278\"/></p><p>Bloomberg</p><p></p><h2 id=\"id_34633815\">Options Dynamics</h2><p>Many call deltas are built at the $130 price level, which is also currently helping to serve as resistance for the market. These delta and gamma levels are likely to grow larger as we head into Nvidia&#39;s earnings due to the rising implied volatility levels. This means that options hedging flows to support the stock and help keep it around $130 in results.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4850df5d32e90376563d084deae548c4\" tg-width=\"640\" tg-height=\"279\"/></p><p>Bloomberg</p><p></p><p>However, the significant risk post results is what happens to that implied volatility. Because once the results are released and the event risk passes, the implied volatility will fall dramatically. Historically, implied volatility has been almost cut in half. Because of how option pricing works, once the implied volatility levels fall, both the premiums for puts and calls will drop dramatically, which will reduce the amount of delta and gamma in the market to serve as support and resistance. It will mean that market maker hedging flows will likely need to be reduced, since so much of the positioning currently is in the call options.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/293b47c4b948562e6fd569ec66c2974b\" tg-width=\"640\" tg-height=\"232\"/></p><p>Bloomberg</p><p></p><p>In fact, the current $130 call premium for expiration on August 30 is $6.82 per contract. That means that the stock needs to rise above $136.82 by August 30 for a new buyer of those calls to earn a profit, or roughly 6% from its price on Friday. However, if that implied volatility falls to 50%, the contract becomes worth just $3.61, and when adjusting for time value, the calls become worth just $2.00 per contract.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6d34202f7ffe762651533e7221fada2d\" tg-width=\"640\" tg-height=\"317\"/></p><p>Bloomberg</p><p></p><p>This means that if the stock doesn&#39;t rise beyond $137 following results, at least based on the current market, the $130 calls will lose a ton of value following the release of the results, no matter how good or how bad the actual report is. That could result in a lot of hedging flows to come for sale. The setup last quarter was very similar, and what saved the stock that time was the 10-for-1 stock split, which helped to provide the fuel needed to push the stock higher.</p><h2 id=\"id_1668259140\">Peak Growth</h2><p>Additionally, it is clear that Nvidia has passed its peak revenue growth for this cycle, and historically, the stock&#39;s price-to-sales ratio tends to expand and contract with the revenue growth rate. It isn&#39;t to say that Nvidia&#39;s stock will return to 5 or 6 times forward sales, but it does suggest that the current price-to-sales rate of 21 times over the last twelve months is probably due to come over the next several quarters.</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/22ab6680222d5273abaa3598effffa71\" tg-width=\"640\" tg-height=\"343\"/></p><p>Bloomberg</p><p></p><p>Perhaps the multiple returns to something closer to a sales multiple of closer to 10, but if revenue grows as analysts suggest to around $225 billion, the stock could maintain a market cap close to that approximately $2 trillion region. But much of that will be determined by how fast sales grow in the future.</p><p>But at this point, the long-term fundamentals of the business probably do not matter much. What appears to matter much more, at least for now, is the momentum behind the stock and, more importantly, the options positioning around the stock. Based on current positioning, Nvidia will need to reverse its current trend and provide a bigger upside surprise on both actual revenue and its guidance to get the stock to the wall of resistance around $130 to $135.</p></body></html>","source":"seekingalpha","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>Nvidia May Fail To Live Up To Its Pre-Earnings Hype</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\">\nNvidia May Fail To Live Up To Its Pre-Earnings Hype\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-26 07:34 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4716917-nvidia-may-fail-to-live-up-to-its-pre-earnings-hype><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia is expected to report strong fiscal second quarter 2025 results, with earnings and revenue more than doubling from a year ago.Analysts anticipate high expectations for Nvidia's guidance, with ...</p>\n\n<a href=\"https://seekingalpha.com/article/4716917-nvidia-may-fail-to-live-up-to-its-pre-earnings-hype\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/article/4716917-nvidia-may-fail-to-live-up-to-its-pre-earnings-hype","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2462626136","content_text":"Nvidia is expected to report strong fiscal second quarter 2025 results, with earnings and revenue more than doubling from a year ago.Analysts anticipate high expectations for Nvidia's guidance, with earnings and revenue growth projections for the fiscal third quarter of 2025.Implied volatility levels for Nvidia stock are high, with options dynamics indicating potential resistance at the $130 price level post-earnings.JHVEPhotoGiven its solid results and soaring stock price, Nvidia (NASDAQ:NVDA) has set a very high bar. That bar could be even higher this quarter because it seems increasingly difficult for the company to surprise investors.Nvidia is expected to report fiscal second-quarter 2025 results on August 28th, and analysts expect another robust quarter for the company. Earnings and revenue are expected to more than double versus a year ago, to $0.65 per share on revenue of $28.7 billion.Guidance will be critical because expectations are high, and the market has gotten used to big beats and even stronger guidance. For the fiscal third quarter of 2025, analysts expect earnings growth of 77% to $0.71 per share, on revenue growth of 75.4% to $31.8 billion.Adjusted gross margins are also an important metric, and right now, analysts see fiscal second-quarter adjusted gross margins of 75.5% and 75% for the fiscal third quarter.Shrinking Upside SurprisesThe one thing that has been noticeable over the last few quarters is that beat rates have steadily declined. This means that the revenue that Nvidia is reporting is coming in closer to analysts' estimates, meaning the upside surprise is shrinking.Additionally, guidance surprises have also tapered off over the last four quarters. For instance, in the fiscal third quarter of 2024, guidance was 22% higher than analysts' forecast, while guidance last quarter was just 8.5% higher than analysts' estimates. This is a sign that analysts are starting to catch up to the company's anticipated guidance, which sets the bar higher for each quarter and tougher to beat.BloombergHigh Levels of Implied VolatilityThe market seems a bit more uncertain about the company's results this quarter and is pricing in a greater post-earnings move of about 9%. Based on its closing price of $129.37 on August 23, 2024, the stock could trade in a range of $117 to $141.BloombergThis results from very high implied volatility levels for options expiring on August 30. Currently, implied volatility for the $130 calls strike price is running around 100%, and implied volatility is likely to continue to rise as we approach the earnings date on August 28. This is also one reason why Nvidia stock has been unable to breach the $130 level in the past few trading sessions. The gamma level at $130 is very large, and these significant levels of option gamma often serve as support and resistance levels.BloombergOptions DynamicsMany call deltas are built at the $130 price level, which is also currently helping to serve as resistance for the market. These delta and gamma levels are likely to grow larger as we head into Nvidia's earnings due to the rising implied volatility levels. This means that options hedging flows to support the stock and help keep it around $130 in results.BloombergHowever, the significant risk post results is what happens to that implied volatility. Because once the results are released and the event risk passes, the implied volatility will fall dramatically. Historically, implied volatility has been almost cut in half. Because of how option pricing works, once the implied volatility levels fall, both the premiums for puts and calls will drop dramatically, which will reduce the amount of delta and gamma in the market to serve as support and resistance. It will mean that market maker hedging flows will likely need to be reduced, since so much of the positioning currently is in the call options.BloombergIn fact, the current $130 call premium for expiration on August 30 is $6.82 per contract. That means that the stock needs to rise above $136.82 by August 30 for a new buyer of those calls to earn a profit, or roughly 6% from its price on Friday. However, if that implied volatility falls to 50%, the contract becomes worth just $3.61, and when adjusting for time value, the calls become worth just $2.00 per contract.BloombergThis means that if the stock doesn't rise beyond $137 following results, at least based on the current market, the $130 calls will lose a ton of value following the release of the results, no matter how good or how bad the actual report is. That could result in a lot of hedging flows to come for sale. The setup last quarter was very similar, and what saved the stock that time was the 10-for-1 stock split, which helped to provide the fuel needed to push the stock higher.Peak GrowthAdditionally, it is clear that Nvidia has passed its peak revenue growth for this cycle, and historically, the stock's price-to-sales ratio tends to expand and contract with the revenue growth rate. It isn't to say that Nvidia's stock will return to 5 or 6 times forward sales, but it does suggest that the current price-to-sales rate of 21 times over the last twelve months is probably due to come over the next several quarters.BloombergPerhaps the multiple returns to something closer to a sales multiple of closer to 10, but if revenue grows as analysts suggest to around $225 billion, the stock could maintain a market cap close to that approximately $2 trillion region. But much of that will be determined by how fast sales grow in the future.But at this point, the long-term fundamentals of the business probably do not matter much. What appears to matter much more, at least for now, is the momentum behind the stock and, more importantly, the options positioning around the stock. Based on current positioning, Nvidia will need to reverse its current trend and provide a bigger upside surprise on both actual revenue and its guidance to get the stock to the wall of resistance around $130 to $135.","news_type":1},"isVote":1,"tweetType":1,"viewCount":233,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":334998602543208,"gmtCreate":1722819709954,"gmtModify":1722821981925,"author":{"id":"3497261617235933","authorId":"3497261617235933","name":"成功_3382","avatar":"https://static.tigerbbs.com/8e24161d5888b41f074081cddbeaa08a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497261617235933","authorIdStr":"3497261617235933"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/USDCNH.FOREX\">$美元/离岸人民币(USDCNH.FOREX)$ &nbsp;</a>","listText":"<a href=\"https://laohu8.com/S/USDCNH.FOREX\">$美元/离岸人民币(USDCNH.FOREX)$ &nbsp;</a>","text":"$美元/离岸人民币(USDCNH.FOREX)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/334998602543208","isVote":1,"tweetType":1,"viewCount":167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":333296185098288,"gmtCreate":1722396896333,"gmtModify":1722403660250,"author":{"id":"3497261617235933","authorId":"3497261617235933","name":"成功_3382","avatar":"https://static.tigerbbs.com/8e24161d5888b41f074081cddbeaa08a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497261617235933","authorIdStr":"3497261617235933"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/USDCNH.FOREX\">$美元/离岸人民币(USDCNH.FOREX)$ &nbsp;</a>","listText":"<a href=\"https://laohu8.com/S/USDCNH.FOREX\">$美元/离岸人民币(USDCNH.FOREX)$ &nbsp;</a>","text":"$美元/离岸人民币(USDCNH.FOREX)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333296185098288","isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":684174239,"gmtCreate":1660187138135,"gmtModify":1660187138135,"author":{"id":"3497261617235933","authorId":"3497261617235933","name":"成功_3382","avatar":"https://static.tigerbbs.com/8e24161d5888b41f074081cddbeaa08a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497261617235933","authorIdStr":"3497261617235933"},"themes":[],"htmlText":"i","listText":"i","text":"i","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/684174239","repostId":"2247066947","repostType":2,"repost":{"id":"2247066947","kind":"news","pubTimestamp":1656471277,"share":"https://www.laohu8.com/m/news/2247066947?lang=&edition=full","pubTime":"2022-06-29 10:54","market":"hk","language":"zh","title":"港股异动 | 南京熊猫电子(00553)大涨22% 提供国内领先工业机器人解决方案","url":"https://stock-news.laohu8.com/highlight/detail?id=2247066947","media":"智通财经","summary":"智通财经APP获悉，近几日，机器人概念股持续走强。南京熊猫电子早盘一度拉升54.1%，随后涨幅收窄至20%以上。公司是国内领先的工业机器人、智能制造系统及智能制造整体解决方案供应商。截至发稿，南京熊猫电子涨22.19%，报4.13港元，成交额0.16亿港元。南京熊猫电子装备拥有完全自主知识产权的熊猫机器人和iManuf智能制造系统已成功为3C、液晶面板、玻璃制造、新能源、新材料、教育培训等多个行业提供定制化智能制造整体解决方案。","content":"<html><body><p>智通财经APP获悉，近几日，<a href=\"https://laohu8.com/S/300024\">机器人</a>概念股持续走强。<a href=\"https://laohu8.com/S/600775\">南京熊猫</a>电子(00553)早盘一度拉升54.1%，随后涨幅收窄至20%以上。公司是国内领先的工业机器人、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>制造系统及智能制造整体解决方案供应商。截至发稿，南京熊猫电子涨22.19%，报4.13港元，成交额0.16亿港元。</p><p>南京熊猫电子(00553)全资子公司南京熊猫电子装备是中国电子（CEC）旗下智能制造供给侧骨干企业，是国内领先的工业机器人、智能制造系统及智能制造整体解决方案供应商。南京熊猫电子装备拥有完全自主知识产权的熊猫机器人和iManuf智能制造系统已成功为3C、液晶面板、玻璃制造、新能源、新材料、教育培训等多个行业提供定制化智能制造整体解决方案。</p></body></html>","source":"stock_zhitongcaijing","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>港股异动 | 南京熊猫电子(00553)大涨22% 提供国内领先工业机器人解决方案</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{ 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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港股异动 | 南京熊猫电子(00553)大涨22% 提供国内领先工业机器人解决方案\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-29 10:54 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/746428.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，近几日，机器人概念股持续走强。南京熊猫电子(00553)早盘一度拉升54.1%，随后涨幅收窄至20%以上。公司是国内领先的工业机器人、智能制造系统及智能制造整体解决方案供应商。截至发稿，南京熊猫电子涨22.19%，报4.13港元，成交额0.16亿港元。南京熊猫电子(00553)全资子公司南京熊猫电子装备是中国电子（CEC）旗下智能制造供给侧骨干企业，是国内领先的工业机器人、智能...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/746428.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"300024":"机器人","600775":"南京熊猫","BK4561":"索罗斯持仓","BK4539":"次新股","BK1149":"通信设备","BK4551":"寇图资本持仓","BK4505":"高瓴资本持仓","00553":"南京熊猫电子股份","BK4097":"系统软件","PATH":"UiPath"},"source_url":"http://www.zhitongcaijing.com/content/detail/746428.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2247066947","content_text":"智通财经APP获悉，近几日，机器人概念股持续走强。南京熊猫电子(00553)早盘一度拉升54.1%，随后涨幅收窄至20%以上。公司是国内领先的工业机器人、智能制造系统及智能制造整体解决方案供应商。截至发稿，南京熊猫电子涨22.19%，报4.13港元，成交额0.16亿港元。南京熊猫电子(00553)全资子公司南京熊猫电子装备是中国电子（CEC）旗下智能制造供给侧骨干企业，是国内领先的工业机器人、智能制造系统及智能制造整体解决方案供应商。南京熊猫电子装备拥有完全自主知识产权的熊猫机器人和iManuf智能制造系统已成功为3C、液晶面板、玻璃制造、新能源、新材料、教育培训等多个行业提供定制化智能制造整体解决方案。","news_type":1},"isVote":1,"tweetType":1,"viewCount":864,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377834439,"gmtCreate":1619513719321,"gmtModify":1619513719321,"author":{"id":"3497261617235933","authorId":"3497261617235933","name":"成功_3382","avatar":"https://static.tigerbbs.com/8e24161d5888b41f074081cddbeaa08a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497261617235933","authorIdStr":"3497261617235933"},"themes":[],"htmlText":"9000多是不是十倍呢？谢谢","listText":"9000多是不是十倍呢？谢谢","text":"9000多是不是十倍呢？谢谢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377834439","repostId":"2130401613","repostType":2,"repost":{"id":"2130401613","kind":"news","pubTimestamp":1619509064,"share":"https://www.laohu8.com/m/news/2130401613?lang=&edition=full","pubTime":"2021-04-27 15:37","market":"hk","language":"zh","title":"常熟汽饰(603035.SH)第一季度归母净利润同比增长9676.31%至1.03亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2130401613","media":"智通财经","summary":"智通财经APP讯，常熟汽饰(603035.SH)发布公告，公司2021年第一季度实现营业收入为6.08亿元，同比增长48.80%;归属于上市公司股东的净利润为1.03亿元，同比增长9,676.31;归属于上市公司股东的扣除非经常性损益的净利润为9197.33万元，上年同期亏损1390.21万元;基本每股收益为0.30元/股。","content":"<html><body><p>智通财经APP讯，<a href=\"https://laohu8.com/S/603035\">常熟汽饰</a>(603035.SH)发布公告，公司2021年第一季度实现营业收入为6.08亿元，同比增长48.80%;归属于上市公司股东的净利润为1.03亿元，同比增长9,676.31;归属于上市公司股东的扣除非经常性损益的净利润为9197.33万元，上年同期亏损1390.21万元;基本每股收益为0.30元/股。</p></body></html>","source":"stock_zhitongcaijing","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\" 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.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常熟汽饰(603035.SH)第一季度归母净利润同比增长9676.31%至1.03亿元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-27 15:37 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/459199.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP讯，常熟汽饰(603035.SH)发布公告，公司2021年第一季度实现营业收入为6.08亿元，同比增长48.80%;归属于上市公司股东的净利润为1.03亿元，同比增长9,676.31;归属于上市公司股东的扣除非经常性损益的净利润为9197.33万元，上年同期亏损1390.21万元;基本每股收益为0.30元/股。</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/459199.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/b8906c2117cf409a3cc5087f96741bce","relate_stocks":{"603035":"常熟汽饰"},"source_url":"http://www.zhitongcaijing.com/content/detail/459199.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2130401613","content_text":"智通财经APP讯，常熟汽饰(603035.SH)发布公告，公司2021年第一季度实现营业收入为6.08亿元，同比增长48.80%;归属于上市公司股东的净利润为1.03亿元，同比增长9,676.31;归属于上市公司股东的扣除非经常性损益的净利润为9197.33万元，上年同期亏损1390.21万元;基本每股收益为0.30元/股。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1963,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303231433,"gmtCreate":1603156506622,"gmtModify":1703828865937,"author":{"id":"3497261617235933","authorId":"3497261617235933","name":"成功_3382","avatar":"https://static.tigerbbs.com/8e24161d5888b41f074081cddbeaa08a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3497261617235933","authorIdStr":"3497261617235933"},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303231433","repostId":"1158723561","repostType":4,"repost":{"id":"1158723561","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":1603152166,"share":"https://www.laohu8.com/m/news/1158723561?lang=&edition=full","pubTime":"2020-10-20 08:02","market":"hk","language":"zh","title":"外媒头条：特朗普称福奇是“灾难”","url":"https://stock-news.laohu8.com/highlight/detail?id=1158723561","media":"老虎资讯综合","summary":"金融时报  |  新刺激协议最后期限迫近美股下跌彭博社  |  佩洛西与姆努钦减少新刺激案分歧周二继续磋商路透社  |  特朗普称“美国钟南山”是“灾难”CNBC  |   IBM连续三个季度营收下降","content":"<blockquote><b>金融时报</b>&nbsp; <b>|</b>&nbsp; <b>新刺激协议最后期限迫近美股下跌</b></blockquote><blockquote><b>彭博社</b>&nbsp; <b>|</b>&nbsp; <b>佩洛西与姆努钦减少新刺激案分歧周二继续磋商</b></blockquote><blockquote><b>路透社</b>&nbsp; <b>|</b>&nbsp; <b>特朗普称“美国钟南山”是“灾难”</b></blockquote><blockquote><b>CNBC</b>&nbsp; <b>|</b>&nbsp; <b> IBM连续三个季度营收下降</b></blockquote><blockquote><b>华尔街日报</b>&nbsp; <b>|</b>&nbsp; <b>独家消息：英特尔接近达成向韩国海力士出售NAND闪存业务的协议</b></blockquote><h2><b>金融时报</b></h2><p><b>新刺激协议最后期限迫近美股下跌</b><img src=\"https://static.tigerbbs.com/9394492e5426f2d4f753407c58707962\" tg-width=\"624\" tg-height=\"482\">美国新刺激谈判正在逼近能在11月大选前出台刺激的最后期限。除了刺激协议缺失，新冠肺炎病例增长也在给股市施加下行压力。</p><p>美股三大股指本周一集体下跌，标普500和道指最近五个交易日内第四日收跌，分别收跌逾1.6%和1.4%，纳斯达克综合指数（纳指）连跌五日，和纳斯达克100指数分别收跌逾1.6%和1.8%。</p><p>欧洲股市周一也齐跌。泛欧股指欧洲斯托克600指数周一收跌将近0.3%，英国、德国、意大利、法国股指均收跌。</p><p>比利时从周一开始对国内酒吧和餐馆施行新的限制措施，英国威尔士地区从周五起全境封锁两周。</p><p>瑞银全球财富管理的首席投资官Mark</p><p>Haefele评论称，二次疫情正在席卷西方世界，一些投资者可能发觉，在考虑经济复苏时，难以忽视病例增长和地区性封锁重启的形势。</p><h2><b>彭博社</b></h2><p><b>佩洛西与姆努钦减少新刺激案分歧周二继续磋商</b><img src=\"https://static.tigerbbs.com/955476c9873a33292ab600c61c8cbe98\" tg-width=\"624\" tg-height=\"190\">美国民主党领袖、众议院议长佩洛西和美国财长姆努钦本周一通话后，佩洛西的助理兼发言人Drew Hammill表示，两人在抗议救助方案方面继续减少分歧。佩洛西仍希望在周二结束以前能明确，能否在11月大选前通过新的刺激议案。两人将在周二继续对话，工作人员将继续为此努力。</p><p>知情人士称，周一稍早，佩洛西在电话会议中告诉党内众议员一些重要领域的分歧仍然在阻碍达成任何协议。</p><p>民主党人此前拒绝在资助地方政府、学校、医疗健康和劳动者方面的优先要求上做出让步，Hammill周一称，任众议院委员会主席的民主党议员得到指示，要与共和党的众议员合作，拿出解决方案。</p><p>特朗普周一称，佩洛西眼下不希望做任何影响大选的事，否则将在选举中对她有负面影响。共和党的议员在谈判中并未扮演领导角色，如果他的政府和民主党人达成协议，他会依靠国会的共和党议员通过议案。</p><h2><b>路透社</b></h2><p><b>特朗普称“美国钟南山”是“灾难”</b>&nbsp;&nbsp;<img src=\"https://static.tigerbbs.com/f0bb7e6fe7fe59cc2d492623973fe22d\" tg-width=\"624\" tg-height=\"516\">特朗普本周一在一场电话会议中称，美国资深传染病专家安东尼·福奇是一场“灾难”，“如果我听他的，我们要有50万人死亡”。美国国民已经厌倦了防疫限制措施，“他们厌烦听福奇和所有傻子说的话。”&nbsp;</p><p>福奇自1984年起一直担任美国国家过敏和传染病研究所（NIH）的所长。他此前公开对特朗普竞选宣传活动中提到的疫情应对成绩感到不满。上周日晚，福奇在接受CBS电视节目“60分钟”采访时表示，他对特朗普本人感染新冠肺炎并不意外。&nbsp;</p><p>特朗普本周一称，福奇上电视访谈会扔炸弹，那如果炒了他，那会是更大的炸弹。&nbsp;美国共和党参议员Lamar Alexander最近在声明中称赞福奇是美国最优秀的公务员之一。如果更多的国民留意福奇的建议，感染的病例会比现在少。&nbsp;而特朗普周一称：“福奇是个好人，他已经待在那儿500年了。”<b>&nbsp;</b></p><h2><b>CNBC</b></h2><p><b>IBM连续三个季度营收下降&nbsp;</b>&nbsp;<img src=\"https://static.tigerbbs.com/a2faabac37beef220ebefeb41751cf34\" tg-width=\"624\" tg-height=\"436\">IBM周一盘后公布，今年第三季度调整后每股收益（EPS）2.58美元，符合Refinitiv的分析师预期，也符合IBM本月稍早公布的 EPS预期；当季营业收入175.6亿美元，略高于Refinitiv的分析师预期175.4亿美元，略低于IBM稍早的预期，但同比下降2.5%，已经连续第三个季度下滑。&nbsp;</p><p>财报公布后，IBM股价盘后一度跌超2%。截至本周一收盘，IBM今年初以来累跌约6%，同期标普500涨约6%。&nbsp;本月8日，IBM的CEO Arvind Krishna宣布，旗下全球科技服务部门的基础设施服务业务将成为独立的公开上市公司。当时IBM公布，初步预计三季度EPS为2.58美元，营业收入为176亿美元。Krishna称，IBM预计，公司数字业务收入的增速将在中期内保持在5%左右。&nbsp;</p><p>本周一公布的财报显示，三季度IBM最大收入源——科技服务部门的营业收入为64.6亿美元，同比下降4%，高于FactSet的共识预期62.5亿美元；包括开源软件商红帽在内的云和认知软件部门收入55.5亿美元，同比增长7%，高于FactSet的共识预期54.8亿美元；全球企业服务收入39.7亿美元，同比下降5%，高于市场共识预期39亿美元；系统业务收入12.6亿美元，同比下降15%，低于共识预期15.5亿美元。</p><h2><b>华尔街日报</b></h2><p><b>独家消息：英特尔接近达成向韩国海力士出售NAND闪存业务的协议</b><img src=\"https://static.tigerbbs.com/04f211bcd1376d65fb617c3a4eb6c8b8\" tg-width=\"624\" tg-height=\"537\">美国半导体巨头英特尔接近达成协议，将作价约100亿美元，将旗下NAND闪存业务出售给韩国芯片制造商海力士。知情人士称，英特尔和海力士正在磋商，若谈判顺利，可能最早本周一公布达成协议。</p><p>这一交易将让英特尔脱离对其具有重大历史意义的业务。虽然英特尔是以生产个人电脑的CPU闻名于世，但内存也是其深耕多年的业务。早在上世纪60年代末，英特尔就开始生产内存。内存芯片的市场在2018年因供应过剩大幅缩水，去年末才开始复苏。</p><p>英特尔的NAND闪存产品主要用于硬盘、闪存硬盘、相机等设备。由于闪存价格疲软，英特尔有一段时间一直面临剥离该业务的压力。今年4月，英特尔的CEO Bob Swan称，该司必须让NAND业务获得更多有吸引力的回报，暗示为此可能要寻找合作伙伴。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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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外媒头条：特朗普称福奇是“灾难”\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\">2020-10-20 08:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote><b>金融时报</b>&nbsp; <b>|</b>&nbsp; <b>新刺激协议最后期限迫近美股下跌</b></blockquote><blockquote><b>彭博社</b>&nbsp; <b>|</b>&nbsp; <b>佩洛西与姆努钦减少新刺激案分歧周二继续磋商</b></blockquote><blockquote><b>路透社</b>&nbsp; <b>|</b>&nbsp; <b>特朗普称“美国钟南山”是“灾难”</b></blockquote><blockquote><b>CNBC</b>&nbsp; <b>|</b>&nbsp; <b> IBM连续三个季度营收下降</b></blockquote><blockquote><b>华尔街日报</b>&nbsp; <b>|</b>&nbsp; <b>独家消息：英特尔接近达成向韩国海力士出售NAND闪存业务的协议</b></blockquote><h2><b>金融时报</b></h2><p><b>新刺激协议最后期限迫近美股下跌</b><img src=\"https://static.tigerbbs.com/9394492e5426f2d4f753407c58707962\" tg-width=\"624\" tg-height=\"482\">美国新刺激谈判正在逼近能在11月大选前出台刺激的最后期限。除了刺激协议缺失，新冠肺炎病例增长也在给股市施加下行压力。</p><p>美股三大股指本周一集体下跌，标普500和道指最近五个交易日内第四日收跌，分别收跌逾1.6%和1.4%，纳斯达克综合指数（纳指）连跌五日，和纳斯达克100指数分别收跌逾1.6%和1.8%。</p><p>欧洲股市周一也齐跌。泛欧股指欧洲斯托克600指数周一收跌将近0.3%，英国、德国、意大利、法国股指均收跌。</p><p>比利时从周一开始对国内酒吧和餐馆施行新的限制措施，英国威尔士地区从周五起全境封锁两周。</p><p>瑞银全球财富管理的首席投资官Mark</p><p>Haefele评论称，二次疫情正在席卷西方世界，一些投资者可能发觉，在考虑经济复苏时，难以忽视病例增长和地区性封锁重启的形势。</p><h2><b>彭博社</b></h2><p><b>佩洛西与姆努钦减少新刺激案分歧周二继续磋商</b><img src=\"https://static.tigerbbs.com/955476c9873a33292ab600c61c8cbe98\" tg-width=\"624\" tg-height=\"190\">美国民主党领袖、众议院议长佩洛西和美国财长姆努钦本周一通话后，佩洛西的助理兼发言人Drew Hammill表示，两人在抗议救助方案方面继续减少分歧。佩洛西仍希望在周二结束以前能明确，能否在11月大选前通过新的刺激议案。两人将在周二继续对话，工作人员将继续为此努力。</p><p>知情人士称，周一稍早，佩洛西在电话会议中告诉党内众议员一些重要领域的分歧仍然在阻碍达成任何协议。</p><p>民主党人此前拒绝在资助地方政府、学校、医疗健康和劳动者方面的优先要求上做出让步，Hammill周一称，任众议院委员会主席的民主党议员得到指示，要与共和党的众议员合作，拿出解决方案。</p><p>特朗普周一称，佩洛西眼下不希望做任何影响大选的事，否则将在选举中对她有负面影响。共和党的议员在谈判中并未扮演领导角色，如果他的政府和民主党人达成协议，他会依靠国会的共和党议员通过议案。</p><h2><b>路透社</b></h2><p><b>特朗普称“美国钟南山”是“灾难”</b>&nbsp;&nbsp;<img src=\"https://static.tigerbbs.com/f0bb7e6fe7fe59cc2d492623973fe22d\" tg-width=\"624\" tg-height=\"516\">特朗普本周一在一场电话会议中称，美国资深传染病专家安东尼·福奇是一场“灾难”，“如果我听他的，我们要有50万人死亡”。美国国民已经厌倦了防疫限制措施，“他们厌烦听福奇和所有傻子说的话。”&nbsp;</p><p>福奇自1984年起一直担任美国国家过敏和传染病研究所（NIH）的所长。他此前公开对特朗普竞选宣传活动中提到的疫情应对成绩感到不满。上周日晚，福奇在接受CBS电视节目“60分钟”采访时表示，他对特朗普本人感染新冠肺炎并不意外。&nbsp;</p><p>特朗普本周一称，福奇上电视访谈会扔炸弹，那如果炒了他，那会是更大的炸弹。&nbsp;美国共和党参议员Lamar Alexander最近在声明中称赞福奇是美国最优秀的公务员之一。如果更多的国民留意福奇的建议，感染的病例会比现在少。&nbsp;而特朗普周一称：“福奇是个好人，他已经待在那儿500年了。”<b>&nbsp;</b></p><h2><b>CNBC</b></h2><p><b>IBM连续三个季度营收下降&nbsp;</b>&nbsp;<img src=\"https://static.tigerbbs.com/a2faabac37beef220ebefeb41751cf34\" tg-width=\"624\" tg-height=\"436\">IBM周一盘后公布，今年第三季度调整后每股收益（EPS）2.58美元，符合Refinitiv的分析师预期，也符合IBM本月稍早公布的 EPS预期；当季营业收入175.6亿美元，略高于Refinitiv的分析师预期175.4亿美元，略低于IBM稍早的预期，但同比下降2.5%，已经连续第三个季度下滑。&nbsp;</p><p>财报公布后，IBM股价盘后一度跌超2%。截至本周一收盘，IBM今年初以来累跌约6%，同期标普500涨约6%。&nbsp;本月8日，IBM的CEO Arvind Krishna宣布，旗下全球科技服务部门的基础设施服务业务将成为独立的公开上市公司。当时IBM公布，初步预计三季度EPS为2.58美元，营业收入为176亿美元。Krishna称，IBM预计，公司数字业务收入的增速将在中期内保持在5%左右。&nbsp;</p><p>本周一公布的财报显示，三季度IBM最大收入源——科技服务部门的营业收入为64.6亿美元，同比下降4%，高于FactSet的共识预期62.5亿美元；包括开源软件商红帽在内的云和认知软件部门收入55.5亿美元，同比增长7%，高于FactSet的共识预期54.8亿美元；全球企业服务收入39.7亿美元，同比下降5%，高于市场共识预期39亿美元；系统业务收入12.6亿美元，同比下降15%，低于共识预期15.5亿美元。</p><h2><b>华尔街日报</b></h2><p><b>独家消息：英特尔接近达成向韩国海力士出售NAND闪存业务的协议</b><img src=\"https://static.tigerbbs.com/04f211bcd1376d65fb617c3a4eb6c8b8\" tg-width=\"624\" tg-height=\"537\">美国半导体巨头英特尔接近达成协议，将作价约100亿美元，将旗下NAND闪存业务出售给韩国芯片制造商海力士。知情人士称，英特尔和海力士正在磋商，若谈判顺利，可能最早本周一公布达成协议。</p><p>这一交易将让英特尔脱离对其具有重大历史意义的业务。虽然英特尔是以生产个人电脑的CPU闻名于世，但内存也是其深耕多年的业务。早在上世纪60年代末，英特尔就开始生产内存。内存芯片的市场在2018年因供应过剩大幅缩水，去年末才开始复苏。</p><p>英特尔的NAND闪存产品主要用于硬盘、闪存硬盘、相机等设备。由于闪存价格疲软，英特尔有一段时间一直面临剥离该业务的压力。今年4月，英特尔的CEO Bob Swan称，该司必须让NAND业务获得更多有吸引力的回报，暗示为此可能要寻找合作伙伴。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c8c31828339b32587d65bd36b68f9023","relate_stocks":{".SPX":"S&P 500 Index",".DJI":"道琼斯","SPY":"标普500ETF",".IXIC":"NASDAQ Composite"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158723561","content_text":"金融时报  |  新刺激协议最后期限迫近美股下跌彭博社  |  佩洛西与姆努钦减少新刺激案分歧周二继续磋商路透社  |  特朗普称“美国钟南山”是“灾难”CNBC  |   IBM连续三个季度营收下降华尔街日报  |  独家消息：英特尔接近达成向韩国海力士出售NAND闪存业务的协议金融时报新刺激协议最后期限迫近美股下跌美国新刺激谈判正在逼近能在11月大选前出台刺激的最后期限。除了刺激协议缺失，新冠肺炎病例增长也在给股市施加下行压力。美股三大股指本周一集体下跌，标普500和道指最近五个交易日内第四日收跌，分别收跌逾1.6%和1.4%，纳斯达克综合指数（纳指）连跌五日，和纳斯达克100指数分别收跌逾1.6%和1.8%。欧洲股市周一也齐跌。泛欧股指欧洲斯托克600指数周一收跌将近0.3%，英国、德国、意大利、法国股指均收跌。比利时从周一开始对国内酒吧和餐馆施行新的限制措施，英国威尔士地区从周五起全境封锁两周。瑞银全球财富管理的首席投资官MarkHaefele评论称，二次疫情正在席卷西方世界，一些投资者可能发觉，在考虑经济复苏时，难以忽视病例增长和地区性封锁重启的形势。彭博社佩洛西与姆努钦减少新刺激案分歧周二继续磋商美国民主党领袖、众议院议长佩洛西和美国财长姆努钦本周一通话后，佩洛西的助理兼发言人Drew Hammill表示，两人在抗议救助方案方面继续减少分歧。佩洛西仍希望在周二结束以前能明确，能否在11月大选前通过新的刺激议案。两人将在周二继续对话，工作人员将继续为此努力。知情人士称，周一稍早，佩洛西在电话会议中告诉党内众议员一些重要领域的分歧仍然在阻碍达成任何协议。民主党人此前拒绝在资助地方政府、学校、医疗健康和劳动者方面的优先要求上做出让步，Hammill周一称，任众议院委员会主席的民主党议员得到指示，要与共和党的众议员合作，拿出解决方案。特朗普周一称，佩洛西眼下不希望做任何影响大选的事，否则将在选举中对她有负面影响。共和党的议员在谈判中并未扮演领导角色，如果他的政府和民主党人达成协议，他会依靠国会的共和党议员通过议案。路透社特朗普称“美国钟南山”是“灾难”  特朗普本周一在一场电话会议中称，美国资深传染病专家安东尼·福奇是一场“灾难”，“如果我听他的，我们要有50万人死亡”。美国国民已经厌倦了防疫限制措施，“他们厌烦听福奇和所有傻子说的话。” 福奇自1984年起一直担任美国国家过敏和传染病研究所（NIH）的所长。他此前公开对特朗普竞选宣传活动中提到的疫情应对成绩感到不满。上周日晚，福奇在接受CBS电视节目“60分钟”采访时表示，他对特朗普本人感染新冠肺炎并不意外。 特朗普本周一称，福奇上电视访谈会扔炸弹，那如果炒了他，那会是更大的炸弹。 美国共和党参议员Lamar Alexander最近在声明中称赞福奇是美国最优秀的公务员之一。如果更多的国民留意福奇的建议，感染的病例会比现在少。 而特朗普周一称：“福奇是个好人，他已经待在那儿500年了。” CNBCIBM连续三个季度营收下降  IBM周一盘后公布，今年第三季度调整后每股收益（EPS）2.58美元，符合Refinitiv的分析师预期，也符合IBM本月稍早公布的 EPS预期；当季营业收入175.6亿美元，略高于Refinitiv的分析师预期175.4亿美元，略低于IBM稍早的预期，但同比下降2.5%，已经连续第三个季度下滑。 财报公布后，IBM股价盘后一度跌超2%。截至本周一收盘，IBM今年初以来累跌约6%，同期标普500涨约6%。 本月8日，IBM的CEO Arvind Krishna宣布，旗下全球科技服务部门的基础设施服务业务将成为独立的公开上市公司。当时IBM公布，初步预计三季度EPS为2.58美元，营业收入为176亿美元。Krishna称，IBM预计，公司数字业务收入的增速将在中期内保持在5%左右。 本周一公布的财报显示，三季度IBM最大收入源——科技服务部门的营业收入为64.6亿美元，同比下降4%，高于FactSet的共识预期62.5亿美元；包括开源软件商红帽在内的云和认知软件部门收入55.5亿美元，同比增长7%，高于FactSet的共识预期54.8亿美元；全球企业服务收入39.7亿美元，同比下降5%，高于市场共识预期39亿美元；系统业务收入12.6亿美元，同比下降15%，低于共识预期15.5亿美元。华尔街日报独家消息：英特尔接近达成向韩国海力士出售NAND闪存业务的协议美国半导体巨头英特尔接近达成协议，将作价约100亿美元，将旗下NAND闪存业务出售给韩国芯片制造商海力士。知情人士称，英特尔和海力士正在磋商，若谈判顺利，可能最早本周一公布达成协议。这一交易将让英特尔脱离对其具有重大历史意义的业务。虽然英特尔是以生产个人电脑的CPU闻名于世，但内存也是其深耕多年的业务。早在上世纪60年代末，英特尔就开始生产内存。内存芯片的市场在2018年因供应过剩大幅缩水，去年末才开始复苏。英特尔的NAND闪存产品主要用于硬盘、闪存硬盘、相机等设备。由于闪存价格疲软，英特尔有一段时间一直面临剥离该业务的压力。今年4月，英特尔的CEO Bob Swan称，该司必须让NAND业务获得更多有吸引力的回报，暗示为此可能要寻找合作伙伴。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}