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Fuck_A_stock
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IP属地:北京
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Fuck_A_stock
10-07
$A50指数主连 2410(CNmain)$
空的我对人生都绝望了!!!咋办啊
Fuck_A_stock
10-02
$A50指数主连 2410(CNmain)$
这还是指数么?跌了大半年,一个星期涨回来,这TM分明是个股啊。
Fuck_A_stock
2023-09-16
$微型NQ100指数2309(MNQ2309)$
9月合约到期忘了平仓换仓了。这个结算是按照9月15日8点30结算?还是按照收盘价结算啊?关系到我亏多少,有懂的朋友帮忙解答一下,谢谢
Fuck_A_stock
2022-08-03
$A50指数主连 2208(CNmain)$
A股真牛逼,永远别抄底……
Fuck_A_stock
2022-07-27
$A50指数2208(CN2208)$
有人做A50期货么?这货怎么一直跌啊
Fuck_A_stock
2022-03-14
$阿里巴巴(BABA)$
芒格也领教中概股的厉害了[流泪]
Fuck_A_stock
2022-03-14
$贝壳(BEKE)$
可惜啊,我没做空!
Fuck_A_stock
2022-03-14
$老虎证券(TIGR)$
老虎,等我哦
Fuck_A_stock
2022-03-01
$DraftKings Inc.(DKNG)$
真神奇…为嘛涨这么多,底部最低点到这个价格快50%了
Fuck_A_stock
2022-03-01
$DraftKings Inc.(DKNG)$
没想到……这么有弹性…放弃买入
Fuck_A_stock
2022-02-27
这篇文章不错,转发给大家看看
欧美祭出SWIFT大招!但只针对“部分俄罗斯主要银行”
Fuck_A_stock
2022-02-23
这篇文章不错,转发给大家看看
镍期价刷新十年高点,但不改电池高镍化高增长趋势
Fuck_A_stock
2022-02-21
$波音(BA)$
小不忍则乱大钱
Fuck_A_stock
2022-02-21
A股就算了,看我名字
@话题虎:华尔街:是时候抄底中国股票了!这几只股票正被买入!
Fuck_A_stock
2022-02-21
绝对内幕
@GuruFocus:疑有猫腻?巴菲特四季度股票持仓更新!
Fuck_A_stock
2022-02-21
这篇文章不错,转发给大家看看
@余老师聊股市:大家好,我是YouTube主播。欢迎关注我的频道:余老师聊股市每期视频都分析了大盘的不稳定性,还推荐了做日内方法,大家做到了吗?@小虎AV@Tony特别帅@孟浩 @$NQ100指数主连 2203(NQmain)$$A50指数主连 2202(CNmain)$$道琼斯指数2203(YM2203)$
Fuck_A_stock
2022-02-21
这篇文章不错,转发给大家看看
@猛虎财经:从索罗斯、贝莱德、景林、银行的持仓,发掘美股的投资方向
Fuck_A_stock
2022-02-21
这篇文章不错,转发给大家看看
特斯拉4680电池量产落地,磷酸铁锂即将落幕?
Fuck_A_stock
2022-02-20
这篇文章不错,转发给大家看看
@LIULIULIU:股市里真正的高手,都在淘汰机会!
Fuck_A_stock
2022-02-20
这篇文章不错,转发给大家看看
@LIULIULIU:查理芒格经典语录(3),值得收藏!
去老虎APP查看更多动态
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","text":"$阿里巴巴(BABA)$芒格也领教中概股的厉害了[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/635770837","isVote":1,"tweetType":1,"viewCount":7778,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3513899631032529","authorId":"3513899631032529","name":"T20211222002","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3513899631032529","authorIdStr":"3513899631032529"},"content":"芒格懂股票!懂人心!但不懂兔子的政治","text":"芒格懂股票!懂人心!但不懂兔子的政治","html":"芒格懂股票!懂人心!但不懂兔子的政治"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":635745068,"gmtCreate":1647264130860,"gmtModify":1647264130860,"author":{"id":"3511857498341510","authorId":"3511857498341510","name":"Fuck_A_stock","avatar":"https://static.tigerbbs.com/014c816fa8896f630fe690ea45a691a4","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3511857498341510","authorIdStr":"3511857498341510"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>老虎,等我哦","text":"$老虎证券(TIGR)$老虎,等我哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/635719964","isVote":1,"tweetType":1,"viewCount":2639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":632062586,"gmtCreate":1646147753985,"gmtModify":1646147753985,"author":{"id":"3511857498341510","authorId":"3511857498341510","name":"Fuck_A_stock","avatar":"https://static.tigerbbs.com/014c816fa8896f630fe690ea45a691a4","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3511857498341510","authorIdStr":"3511857498341510"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DKNG\">$DraftKings Inc.(DKNG)$</a>真神奇…为嘛涨这么多,底部最低点到这个价格快50%了","listText":"<a href=\"https://laohu8.com/S/DKNG\">$DraftKings Inc.(DKNG)$</a>真神奇…为嘛涨这么多,底部最低点到这个价格快50%了","text":"$DraftKings Inc.(DKNG)$真神奇…为嘛涨这么多,底部最低点到这个价格快50%了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/632062586","isVote":1,"tweetType":1,"viewCount":2289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636476636,"gmtCreate":1646064454577,"gmtModify":1646064454577,"author":{"id":"3511857498341510","authorId":"3511857498341510","name":"Fuck_A_stock","avatar":"https://static.tigerbbs.com/014c816fa8896f630fe690ea45a691a4","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3511857498341510","authorIdStr":"3511857498341510"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DKNG\">$DraftKings Inc.(DKNG)$</a>没想到……这么有弹性…放弃买入","listText":"<a href=\"https://laohu8.com/S/DKNG\">$DraftKings Inc.(DKNG)$</a>没想到……这么有弹性…放弃买入","text":"$DraftKings Inc.(DKNG)$没想到……这么有弹性…放弃买入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636476636","isVote":1,"tweetType":1,"viewCount":1986,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636259825,"gmtCreate":1645930253856,"gmtModify":1645930253856,"author":{"id":"3511857498341510","authorId":"3511857498341510","name":"Fuck_A_stock","avatar":"https://static.tigerbbs.com/014c816fa8896f630fe690ea45a691a4","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3511857498341510","authorIdStr":"3511857498341510"},"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/636259825","repostId":"1189025076","repostType":2,"repost":{"id":"1189025076","kind":"news","pubTimestamp":1645927938,"share":"https://www.laohu8.com/m/news/1189025076?lang=&edition=full","pubTime":"2022-02-27 10:12","market":"us","language":"zh","title":"欧美祭出SWIFT大招!但只针对“部分俄罗斯主要银行”","url":"https://stock-news.laohu8.com/highlight/detail?id=1189025076","media":"华尔街见闻","summary":"这显示出欧美国家在对俄罗斯的态度和方向上的一个显著的转变。","content":"<html><head></head><body><p>随着俄乌冲突持续升级,欧美国家已经各自对俄罗斯祭出严厉制裁,但是此前他们并未打算启动“SWIFT国际结算系统”这一大杀招。</p><p>这是因为如果将俄罗斯排除在SWIFT系统之外,届时俄罗斯将无法与多数欧洲国家进行能源结算,而欧洲国家严重依赖俄罗斯的天然气供应。</p><p><b>然而,当地时间2月26日,美国、欧盟、英国和加拿大等西方大国突然发表联合声明,宣布禁止俄罗斯的几家主要银行使用SWIFT国际结算系统!</b></p><p>在欧美国家眼中,俄罗斯军队“步步紧逼”乌克兰首都基辅,欧美为了寻求对取更严厉的惩罚措施,SWIFT成为了所剩不多的选项之一。</p><p>【相关阅读】<a href=\"https://laohu8.com/NW/1108697102\" target=\"_blank\">威胁把俄罗斯除名的SWIFT,凭啥这么牛?</a></p><p><b>被禁用SWIFT对俄罗斯意味着什么?</b></p><p><b>分析认为,西方把俄罗斯排除在SWIFT系统之外将是最严厉的金融措施之一,将会对俄罗斯的外贸与国际结算造成重大打击。</b></p><p>华尔街见闻此前文章提及,SWIFT是目前国际金融机构间传递金融信息的主要渠道之一。<b>在历史上,SWIFT曾多次沦为美国对他国发起金融制裁的工具。</b></p><p>2015年3月,波兰外交部长在记者会上称,把俄罗斯逐出SWIFT系统是最严厉的制裁措施之一。他表示:</p><blockquote>制裁的选项中有多种选择,切断同SWIFT系统的联系将是一件对各方都有损害的“核武器”,是一项非常极端的措施。</blockquote><p>到2014年,包括俄央行在内的大多数金融机构都已接入SWIFT系统,与SWIFT系统建立了密切的联系。在经历了“SWIFT制裁”事件的痛苦后,俄罗斯人不得不仔细思考如何移出这把悬在头顶的“达摩克里斯之剑”。</p><p>2015年,俄罗斯国际支付系统发行了第一批符合俄罗斯本国支付系统标准的银行卡“米尔卡”。随后,俄罗斯迅速建立了自己的支付系统(МИР) 和金融信息交换系统(СПФС) ,<b>从根本上奠定了俄罗斯去美元化的金融基础设施基础。</b></p><p><b>事实上,如今SWIFT可能只是一个消息传递系统,有它,结算会方便很多,但没有它,交易是也是可能的,只不过稍显笨拙。</b></p><p><b>同时,俄罗斯在“去美元化”的道路上也是不遗余力。</b>自1998年俄罗斯债务危机以来,俄罗斯政府还在积极降低外债。</p><p>此外,值得一提的是,当地时间2月26日,乌克兰总统泽伦斯基声称“所有欧洲国家”已同意将俄罗斯与SWIFT系统断开。他表示:</p><blockquote>将俄罗斯从SWIFT系统切断的工作已经开始。</blockquote><p>祭出SWIFT大招对欧美国家意味着什么?</p><p>此前2月24日,乌克兰外长库列巴呼吁针对俄罗斯关闭SWIFT国际结算系统。随后,美总统拜登虽未立即采取行动,但仍警告称俄罗斯移出SWIFT“始终是一种选择”。</p><p>如今,<b>欧美的公告并没有全面切断俄罗斯与SWIFT的联系,部分官员认为“这是一种选择”。</b>因为相对于现代战争中的核按钮,<b>在金融战争中,SWIFT也是一种大杀器——“金融核按钮”。</b></p><p>有美国官员公开表示:</p><blockquote>俄罗斯最大的10家金融机构现在都受到了制裁——相当于俄罗斯银行业总资产的近80%。</blockquote><blockquote>俄罗斯的政府借贷成本已经增加了一倍多,达到了近17%。标普信用评级机构已将俄罗斯的评级降至“垃圾级”。</blockquote><blockquote>在我们采取行动的24小时内,俄罗斯对现金的需求激增了58倍,俄罗斯政府争相耗尽自己的资源,试图支撑其银行和货币。</blockquote><blockquote>简而言之,俄罗斯已经成为一个全球经济和金融的弃儿。</blockquote><p>欧美的此番举动显示出“制裁俄罗斯”的行动急剧升级,并且是在过去几个小时里迅速完成的“制裁升级”。<b>这显示出欧美国家在对俄罗斯的态度和方向上的一个显著的转变。</b></p><p>直到最近几天,欧美仍不愿意启动祭出SWIFT大招,考虑到俄罗斯在石油、天然气等紧缺且必备的能源产品上的重要地位,对于严重依赖俄罗斯的天然气供应的欧洲国家来说,如果按下SWIFT这枚“金融核按钮”,可能会造成“伤敌一千,自损八百”的结局。</p><p>此外还有分析称,<b>欧美此举或促使俄罗斯银行以比特币或其他加密货币进行更多交易,这可能会削弱美国控制国际支付的能力。</b></p><p><b>公告没有说明俄罗斯哪些银行将被切断与SWIFT的联系,这是因为目前即使是一些美国官员也对完全切断俄罗斯与SWIFT的联系持保留态度。</b></p></body></html>","source":"highlight_wallstreetcn","collect":0,"html":"<!DOCTYPE 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{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欧美祭出SWIFT大招!但只针对“部分俄罗斯主要银行”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-27 10:12 北京时间 <a href=https://wallstreetcn.com/articles/3652903><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着俄乌冲突持续升级,欧美国家已经各自对俄罗斯祭出严厉制裁,但是此前他们并未打算启动“SWIFT国际结算系统”这一大杀招。这是因为如果将俄罗斯排除在SWIFT系统之外,届时俄罗斯将无法与多数欧洲国家进行能源结算,而欧洲国家严重依赖俄罗斯的天然气供应。然而,当地时间2月26日,美国、欧盟、英国和加拿大等西方大国突然发表联合声明,宣布禁止俄罗斯的几家主要银行使用SWIFT国际结算系统!在欧美国家眼中,...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3652903\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d9297abebb7b7362aa9540ceb1b59af1","relate_stocks":{"RSX":"俄罗斯ETF-Market Vectors"},"source_url":"https://wallstreetcn.com/articles/3652903","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1189025076","content_text":"随着俄乌冲突持续升级,欧美国家已经各自对俄罗斯祭出严厉制裁,但是此前他们并未打算启动“SWIFT国际结算系统”这一大杀招。这是因为如果将俄罗斯排除在SWIFT系统之外,届时俄罗斯将无法与多数欧洲国家进行能源结算,而欧洲国家严重依赖俄罗斯的天然气供应。然而,当地时间2月26日,美国、欧盟、英国和加拿大等西方大国突然发表联合声明,宣布禁止俄罗斯的几家主要银行使用SWIFT国际结算系统!在欧美国家眼中,俄罗斯军队“步步紧逼”乌克兰首都基辅,欧美为了寻求对取更严厉的惩罚措施,SWIFT成为了所剩不多的选项之一。【相关阅读】威胁把俄罗斯除名的SWIFT,凭啥这么牛?被禁用SWIFT对俄罗斯意味着什么?分析认为,西方把俄罗斯排除在SWIFT系统之外将是最严厉的金融措施之一,将会对俄罗斯的外贸与国际结算造成重大打击。华尔街见闻此前文章提及,SWIFT是目前国际金融机构间传递金融信息的主要渠道之一。在历史上,SWIFT曾多次沦为美国对他国发起金融制裁的工具。2015年3月,波兰外交部长在记者会上称,把俄罗斯逐出SWIFT系统是最严厉的制裁措施之一。他表示:制裁的选项中有多种选择,切断同SWIFT系统的联系将是一件对各方都有损害的“核武器”,是一项非常极端的措施。到2014年,包括俄央行在内的大多数金融机构都已接入SWIFT系统,与SWIFT系统建立了密切的联系。在经历了“SWIFT制裁”事件的痛苦后,俄罗斯人不得不仔细思考如何移出这把悬在头顶的“达摩克里斯之剑”。2015年,俄罗斯国际支付系统发行了第一批符合俄罗斯本国支付系统标准的银行卡“米尔卡”。随后,俄罗斯迅速建立了自己的支付系统(МИР) 和金融信息交换系统(СПФС) ,从根本上奠定了俄罗斯去美元化的金融基础设施基础。事实上,如今SWIFT可能只是一个消息传递系统,有它,结算会方便很多,但没有它,交易是也是可能的,只不过稍显笨拙。同时,俄罗斯在“去美元化”的道路上也是不遗余力。自1998年俄罗斯债务危机以来,俄罗斯政府还在积极降低外债。此外,值得一提的是,当地时间2月26日,乌克兰总统泽伦斯基声称“所有欧洲国家”已同意将俄罗斯与SWIFT系统断开。他表示:将俄罗斯从SWIFT系统切断的工作已经开始。祭出SWIFT大招对欧美国家意味着什么?此前2月24日,乌克兰外长库列巴呼吁针对俄罗斯关闭SWIFT国际结算系统。随后,美总统拜登虽未立即采取行动,但仍警告称俄罗斯移出SWIFT“始终是一种选择”。如今,欧美的公告并没有全面切断俄罗斯与SWIFT的联系,部分官员认为“这是一种选择”。因为相对于现代战争中的核按钮,在金融战争中,SWIFT也是一种大杀器——“金融核按钮”。有美国官员公开表示:俄罗斯最大的10家金融机构现在都受到了制裁——相当于俄罗斯银行业总资产的近80%。俄罗斯的政府借贷成本已经增加了一倍多,达到了近17%。标普信用评级机构已将俄罗斯的评级降至“垃圾级”。在我们采取行动的24小时内,俄罗斯对现金的需求激增了58倍,俄罗斯政府争相耗尽自己的资源,试图支撑其银行和货币。简而言之,俄罗斯已经成为一个全球经济和金融的弃儿。欧美的此番举动显示出“制裁俄罗斯”的行动急剧升级,并且是在过去几个小时里迅速完成的“制裁升级”。这显示出欧美国家在对俄罗斯的态度和方向上的一个显著的转变。直到最近几天,欧美仍不愿意启动祭出SWIFT大招,考虑到俄罗斯在石油、天然气等紧缺且必备的能源产品上的重要地位,对于严重依赖俄罗斯的天然气供应的欧洲国家来说,如果按下SWIFT这枚“金融核按钮”,可能会造成“伤敌一千,自损八百”的结局。此外还有分析称,欧美此举或促使俄罗斯银行以比特币或其他加密货币进行更多交易,这可能会削弱美国控制国际支付的能力。公告没有说明俄罗斯哪些银行将被切断与SWIFT的联系,这是因为目前即使是一些美国官员也对完全切断俄罗斯与SWIFT的联系持保留态度。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1722,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636056738,"gmtCreate":1645600300465,"gmtModify":1645600300465,"author":{"id":"3511857498341510","authorId":"3511857498341510","name":"Fuck_A_stock","avatar":"https://static.tigerbbs.com/014c816fa8896f630fe690ea45a691a4","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3511857498341510","authorIdStr":"3511857498341510"},"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/636056738","repostId":"1187472680","repostType":4,"repost":{"id":"1187472680","kind":"news","pubTimestamp":1645591928,"share":"https://www.laohu8.com/m/news/1187472680?lang=&edition=full","pubTime":"2022-02-23 12:52","market":"hk","language":"zh","title":"镍期价刷新十年高点,但不改电池高镍化高增长趋势","url":"https://stock-news.laohu8.com/highlight/detail?id=1187472680","media":"见智研究","summary":"2月23日,美国将镍和锌金属加入最新的50种关键矿物名单之中,可见世界大国对能源金属的重视程度正愈来愈大,对镍钴锂等有效资源的储备货都将逐渐提上日程。而几乎同一时间,LME镍期货的价格也涨至2.5万元","content":"<html><head></head><body><p>2月23日,美国将镍和锌金属加入最新的50种关键矿物名单之中,可见世界大国对能源金属的重视程度正愈来愈大,对镍钴锂等有效资源的储备货都将逐渐提上日程。而几乎同一时间,LME镍期货的价格也涨至2.5万元/吨刷新十年高点,为2011年以来的高位。在如今各大动力电池厂商都在大力研发高镍化三元锂电池,新能源车企选择磷酸铁锂和高镍三元进行高低配二轮驱动模式的情况下,高镍价的到来是否会对动力电池的高镍化趋势踩下刹车?</p><p><b>1、镍供给和库存均下沉</b></p><p>在LME镍期货的价格涨至2.5万元/吨刷新十年高点的同时,我国沪镍同样突破18万元/吨的高价位,创下历史新高,华尔街见闻·见智研究认为,镍的价格突然大涨的原因或可在库存和供给端上出现些许变化。</p><p>截止2月中旬,上期所沪镍期货库存为5300吨左右,相较1月最低点不足3000吨的库存来说虽然有77%的增幅,但是与此前2020年37642吨的高位来作比较,足足下降了86%,自2020年年底以来库存几乎就一直处于下滑态势。同样,近期LME镍库存录得8.33吨,相较2021年中旬的26.46万吨的高位下降了69%,仅仅与1月份相比也减少了1万吨左右,下降幅度为11%,可见,<b>镍的库存都处于历史较低水平。总体来看,镍的整体需求正不断增加,叠加库存不断走低的情形下,近期镍价出现了持续走强的趋势</b>。</p><p>镍价大涨的原因除了库存端的不断走低趋势,还伴随着供给端出现了不稳定的因素,这一点就在于近期愈演愈烈的俄乌局势。2月22日,俄罗斯承认乌克兰东部两个地区为独立的共和国后,俄乌局势进一步激化,而美国、英国、加拿大、日本、欧盟等国家则陆续宣布了对俄罗斯的制裁措施。而俄罗斯本身是镍储量大国,位居全球镍储量排名第四(俄罗斯占比近8%,前三大国家印度尼西亚、澳大利亚、巴西占比均超10%),产量更是仅次于印尼和菲律宾,2021年俄罗斯原生镍产量约14.6万吨,其中精炼镍产量约12.1万吨,占全球原生镍比例约5%。</p><p>如果在接下里的时间里,俄乌冲突继续维持高烈度的矛盾甚至加剧冲突,俄罗斯或还将面临被西方国家进一步制裁的可能,导致俄罗斯出口镍等相应产品受到不小的影响,而这就有可能会对全球原生镍的供应产生一定程度的冲击,并极有可能进一步对镍价产生相应的影响,导致镍价持续维持在高位附近。</p><p><b>2、镍价高涨不改高镍化趋势</b></p><p>今年一月,新能源乘用车零售销量达到34.7万辆,同比132%继续保持高增长,整体呈现淡季不淡的趋势,渗透率更是持续保持高位达到16.6%,较2021年1月6.8%的渗透率提升10个百分点。可见,2022年新能源汽车的高增长态势仍将继续维持。</p><p>镍作为新能源汽车中三元锂电池不可或缺的重要能源金属,其价格与三元锂电池尤其是高镍三元锂电池的需求度可谓是息息相关。2021年以来,全球的高镍化路径愈加清晰,在特斯拉、大众ID系列和造车新势力蔚来等热门车企逐渐减少5系等中低镍三元的使用,而纷纷加码高镍三元锂电池形成磷酸铁锂电池和高镍三元锂电池二轮驱动模式后,<b>高镍三元的份额一路保持增加态势,NCM811型和NCA型高镍三元的渗透率已经达到40%左右,相较于8系刚刚上市时2017年不足3%的占比提升尤为突出</b>。</p><p>动力电池高镍化的到来,带来的将会是对镍的更大需求,以1GWH动力电池为例,目前占比虽不断下降但仍占据主导(已经降至一半以下,48%左右)的5系三元锂电池需要使用1800吨左右的三元正极材料,6系三元锂电池则需要2600吨三元正极材料,而<b>最为消耗镍资源的8系高镍三元锂电池需要使用3200吨左右的三元正极材料,相比低镍三元锂电池的消耗量增加了75%以上</b>。</p><p><b>但与钴更昂贵的价格和资源的稀缺性相比(硫酸钴比硫酸镍价格高出3.5倍,钴矿储量668万吨,镍矿储量9063万吨),显然高镍化仍是更好的选择</b>,尤其是在三元锂电池的主要原材料硫酸镍生产工艺得到突破,能够通过镍铁NPI生产高冰镍使得过剩的NPI 产能进行转产,一旦硫酸镍价超过一定程度使得转产成本得以覆盖,就能够打开第二渠道的供给,可以大大可以缓解未来硫酸镍生产原料的缺口。所以华尔街见闻·见智研究认为,高镍价并不会阻挡动力电池厂商对高镍化电池的继续深入研发,目前各大动力电池厂商龙头如LG新能源,松下等更是在研究9系及以上的超高镍三元锂电池,当然在带来更高的动力电池能量密度的同时,毫无疑问也将导致其对镍的需求进一步加深。</p><p>同时,近期特斯拉官方表示,其加利福尼亚州的试点工厂在1月份生产了100万块4680大圆柱电池,这也意味着4680大圆柱电池的全面量产即将启动,而搭载着特斯拉高能量密度期待的4680大圆柱电池的正极材料毫无疑问也将主打高镍三元正极材料。为满足后续大规模量产后4680大圆柱电池对镍的高需求,特斯拉也早有布局,<b>自2021年以来,特斯拉就已经和必和必拓、巴西淡水河谷、普罗尼资源、美国矿商Talon Metals等多家矿业公司签署了镍矿供货长单,签下的供货订单规模已经超10万吨</b>。</p></body></html>","source":"lsy1574316446112","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>镍期价刷新十年高点,但不改电池高镍化高增长趋势 </title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n镍期价刷新十年高点,但不改电池高镍化高增长趋势 \n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-23 12:52 北京时间 <a href=https://wallstreetcn.com/articles/3652602><strong>见智研究</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月23日,美国将镍和锌金属加入最新的50种关键矿物名单之中,可见世界大国对能源金属的重视程度正愈来愈大,对镍钴锂等有效资源的储备货都将逐渐提上日程。而几乎同一时间,LME镍期货的价格也涨至2.5万元/吨刷新十年高点,为2011年以来的高位。在如今各大动力电池厂商都在大力研发高镍化三元锂电池,新能源车企选择磷酸铁锂和高镍三元进行高低配二轮驱动模式的情况下,高镍价的到来是否会对动力电池的高镍化趋势...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3652602\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ad2dd670f9557c66480c84fc5e4bd415","relate_stocks":{"TSLA":"特斯拉","NIO":"蔚来"},"source_url":"https://wallstreetcn.com/articles/3652602","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187472680","content_text":"2月23日,美国将镍和锌金属加入最新的50种关键矿物名单之中,可见世界大国对能源金属的重视程度正愈来愈大,对镍钴锂等有效资源的储备货都将逐渐提上日程。而几乎同一时间,LME镍期货的价格也涨至2.5万元/吨刷新十年高点,为2011年以来的高位。在如今各大动力电池厂商都在大力研发高镍化三元锂电池,新能源车企选择磷酸铁锂和高镍三元进行高低配二轮驱动模式的情况下,高镍价的到来是否会对动力电池的高镍化趋势踩下刹车?1、镍供给和库存均下沉在LME镍期货的价格涨至2.5万元/吨刷新十年高点的同时,我国沪镍同样突破18万元/吨的高价位,创下历史新高,华尔街见闻·见智研究认为,镍的价格突然大涨的原因或可在库存和供给端上出现些许变化。截止2月中旬,上期所沪镍期货库存为5300吨左右,相较1月最低点不足3000吨的库存来说虽然有77%的增幅,但是与此前2020年37642吨的高位来作比较,足足下降了86%,自2020年年底以来库存几乎就一直处于下滑态势。同样,近期LME镍库存录得8.33吨,相较2021年中旬的26.46万吨的高位下降了69%,仅仅与1月份相比也减少了1万吨左右,下降幅度为11%,可见,镍的库存都处于历史较低水平。总体来看,镍的整体需求正不断增加,叠加库存不断走低的情形下,近期镍价出现了持续走强的趋势。镍价大涨的原因除了库存端的不断走低趋势,还伴随着供给端出现了不稳定的因素,这一点就在于近期愈演愈烈的俄乌局势。2月22日,俄罗斯承认乌克兰东部两个地区为独立的共和国后,俄乌局势进一步激化,而美国、英国、加拿大、日本、欧盟等国家则陆续宣布了对俄罗斯的制裁措施。而俄罗斯本身是镍储量大国,位居全球镍储量排名第四(俄罗斯占比近8%,前三大国家印度尼西亚、澳大利亚、巴西占比均超10%),产量更是仅次于印尼和菲律宾,2021年俄罗斯原生镍产量约14.6万吨,其中精炼镍产量约12.1万吨,占全球原生镍比例约5%。如果在接下里的时间里,俄乌冲突继续维持高烈度的矛盾甚至加剧冲突,俄罗斯或还将面临被西方国家进一步制裁的可能,导致俄罗斯出口镍等相应产品受到不小的影响,而这就有可能会对全球原生镍的供应产生一定程度的冲击,并极有可能进一步对镍价产生相应的影响,导致镍价持续维持在高位附近。2、镍价高涨不改高镍化趋势今年一月,新能源乘用车零售销量达到34.7万辆,同比132%继续保持高增长,整体呈现淡季不淡的趋势,渗透率更是持续保持高位达到16.6%,较2021年1月6.8%的渗透率提升10个百分点。可见,2022年新能源汽车的高增长态势仍将继续维持。镍作为新能源汽车中三元锂电池不可或缺的重要能源金属,其价格与三元锂电池尤其是高镍三元锂电池的需求度可谓是息息相关。2021年以来,全球的高镍化路径愈加清晰,在特斯拉、大众ID系列和造车新势力蔚来等热门车企逐渐减少5系等中低镍三元的使用,而纷纷加码高镍三元锂电池形成磷酸铁锂电池和高镍三元锂电池二轮驱动模式后,高镍三元的份额一路保持增加态势,NCM811型和NCA型高镍三元的渗透率已经达到40%左右,相较于8系刚刚上市时2017年不足3%的占比提升尤为突出。动力电池高镍化的到来,带来的将会是对镍的更大需求,以1GWH动力电池为例,目前占比虽不断下降但仍占据主导(已经降至一半以下,48%左右)的5系三元锂电池需要使用1800吨左右的三元正极材料,6系三元锂电池则需要2600吨三元正极材料,而最为消耗镍资源的8系高镍三元锂电池需要使用3200吨左右的三元正极材料,相比低镍三元锂电池的消耗量增加了75%以上。但与钴更昂贵的价格和资源的稀缺性相比(硫酸钴比硫酸镍价格高出3.5倍,钴矿储量668万吨,镍矿储量9063万吨),显然高镍化仍是更好的选择,尤其是在三元锂电池的主要原材料硫酸镍生产工艺得到突破,能够通过镍铁NPI生产高冰镍使得过剩的NPI 产能进行转产,一旦硫酸镍价超过一定程度使得转产成本得以覆盖,就能够打开第二渠道的供给,可以大大可以缓解未来硫酸镍生产原料的缺口。所以华尔街见闻·见智研究认为,高镍价并不会阻挡动力电池厂商对高镍化电池的继续深入研发,目前各大动力电池厂商龙头如LG新能源,松下等更是在研究9系及以上的超高镍三元锂电池,当然在带来更高的动力电池能量密度的同时,毫无疑问也将导致其对镍的需求进一步加深。同时,近期特斯拉官方表示,其加利福尼亚州的试点工厂在1月份生产了100万块4680大圆柱电池,这也意味着4680大圆柱电池的全面量产即将启动,而搭载着特斯拉高能量密度期待的4680大圆柱电池的正极材料毫无疑问也将主打高镍三元正极材料。为满足后续大规模量产后4680大圆柱电池对镍的高需求,特斯拉也早有布局,自2021年以来,特斯拉就已经和必和必拓、巴西淡水河谷、普罗尼资源、美国矿商Talon Metals等多家矿业公司签署了镍矿供货长单,签下的供货订单规模已经超10万吨。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1553,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638538047,"gmtCreate":1645424531421,"gmtModify":1645424531421,"author":{"id":"3511857498341510","authorId":"3511857498341510","name":"Fuck_A_stock","avatar":"https://static.tigerbbs.com/014c816fa8896f630fe690ea45a691a4","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3511857498341510","authorIdStr":"3511857498341510"},"themes":[],"htmlText":"<a 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CNBC报道: 越来越多的华尔街投行表示,是时候买入中国股票了,因为他们预计中国政府将支持经济增长。 <a target=\"_blank\" href=\"https://laohu8.com/S/UBS\">$瑞银(UBS)$</a> 1月份表示: 我们最具信心的股票持有构想包括 <a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 等许多中国互联网公司。 小话采访了一位资深老股民,他认为很多优质的中国股票都出现了“技术买点”,例如: <a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> : 在60~120这个底部空间调整了半年以上,十分充分,意味着消耗掉了众多套牢盘; 年初至今,从底部已经暴涨了50%,小级别已经形成上涨趋势,多头力量变强; 操作:逢低吸纳的最佳时机已经到了; 预期:某天一根放量大阳线突破120元,就是多头发起冲锋的集结号,第一目标位220 小级别上涨趋势及上方关键阻力位:144-120 整体预期上涨空间巨大 消费股更令人期待: <a target=\"_blank\" href=\"https://laohu8.com/S/06862\">$海底捞(06862)$</a> 海底捞的发行价格是17.34港币,近期已经跌破; 整体上看,股价的持续下跌,已经充分兑现了利空因素,甚至过度反应了; 去年11月12日海底捞发布公告,以每股20.43港元配售1.15亿股股份,拟筹资23.37亿港元,并决定在年底前逐步关停 300 家门店。事实上,处于底部的利空,往往正是利空出尽的表现。果然,当天股价下跌9%,爆出天量成交额高达近35亿港币,主力资金完","listText":"华尔街:是时候买入中国股票了!这几只正在从底部拉升! CNBC报道: 越来越多的华尔街投行表示,是时候买入中国股票了,因为他们预计中国政府将支持经济增长。 <a target=\"_blank\" href=\"https://laohu8.com/S/UBS\">$瑞银(UBS)$</a> 1月份表示: 我们最具信心的股票持有构想包括 <a target=\"_blank\" href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a> 等许多中国互联网公司。 小话采访了一位资深老股民,他认为很多优质的中国股票都出现了“技术买点”,例如: <a target=\"_blank\" href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a> : 在60~120这个底部空间调整了半年以上,十分充分,意味着消耗掉了众多套牢盘; 年初至今,从底部已经暴涨了50%,小级别已经形成上涨趋势,多头力量变强; 操作:逢低吸纳的最佳时机已经到了; 预期:某天一根放量大阳线突破120元,就是多头发起冲锋的集结号,第一目标位220 小级别上涨趋势及上方关键阻力位:144-120 整体预期上涨空间巨大 消费股更令人期待: <a target=\"_blank\" href=\"https://laohu8.com/S/06862\">$海底捞(06862)$</a> 海底捞的发行价格是17.34港币,近期已经跌破; 整体上看,股价的持续下跌,已经充分兑现了利空因素,甚至过度反应了; 去年11月12日海底捞发布公告,以每股20.43港元配售1.15亿股股份,拟筹资23.37亿港元,并决定在年底前逐步关停 300 家门店。事实上,处于底部的利空,往往正是利空出尽的表现。果然,当天股价下跌9%,爆出天量成交额高达近35亿港币,主力资金完","text":"华尔街:是时候买入中国股票了!这几只正在从底部拉升! CNBC报道: 越来越多的华尔街投行表示,是时候买入中国股票了,因为他们预计中国政府将支持经济增长。 $瑞银(UBS)$ 1月份表示: 我们最具信心的股票持有构想包括 $阿里巴巴(BABA)$ 等许多中国互联网公司。 小话采访了一位资深老股民,他认为很多优质的中国股票都出现了“技术买点”,例如: $快手-W(01024)$ : 在60~120这个底部空间调整了半年以上,十分充分,意味着消耗掉了众多套牢盘; 年初至今,从底部已经暴涨了50%,小级别已经形成上涨趋势,多头力量变强; 操作:逢低吸纳的最佳时机已经到了; 预期:某天一根放量大阳线突破120元,就是多头发起冲锋的集结号,第一目标位220 小级别上涨趋势及上方关键阻力位:144-120 整体预期上涨空间巨大 消费股更令人期待: $海底捞(06862)$ 海底捞的发行价格是17.34港币,近期已经跌破; 整体上看,股价的持续下跌,已经充分兑现了利空因素,甚至过度反应了; 去年11月12日海底捞发布公告,以每股20.43港元配售1.15亿股股份,拟筹资23.37亿港元,并决定在年底前逐步关停 300 家门店。事实上,处于底部的利空,往往正是利空出尽的表现。果然,当天股价下跌9%,爆出天量成交额高达近35亿港币,主力资金完","images":[{"img":"https://static.tigerbbs.com/0040d2690367a33b74b8c6791c21f06e","width":"1153","height":"648"},{"img":"https://static.tigerbbs.com/2651e3ef8835cf2eb061ada7057be4f3","width":"840","height":"470"},{"img":"https://static.tigerbbs.com/349b1e350cc0ed670de7957225fc62af","width":"1159","height":"469"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638335602","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638531033,"gmtCreate":1645423743158,"gmtModify":1645423743158,"author":{"id":"3511857498341510","authorId":"3511857498341510","name":"Fuck_A_stock","avatar":"https://static.tigerbbs.com/014c816fa8896f630fe690ea45a691a4","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3511857498341510","authorIdStr":"3511857498341510"},"themes":[],"htmlText":"绝对内幕","listText":"绝对内幕","text":"绝对内幕","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638531033","repostId":"638002676","repostType":1,"repost":{"id":638002676,"gmtCreate":1644964980000,"gmtModify":1645053806810,"author":{"id":"3556669788355570","authorId":"3556669788355570","name":"GuruFocus","avatar":"https://static.tigerbbs.com/39e1e28b3ff68411370a270b2aa9a76d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556669788355570","authorIdStr":"3556669788355570"},"themes":[],"title":"疑有猫腻?巴菲特四季度股票持仓更新!","htmlText":"价值大师中文站近期更新了巴菲特旗下伯克希尔的13F美股持仓报告。报告显示,伯克希尔新建仓了两家公司,动视暴雪和Nu,其中,动视暴雪的加仓时机太过巧合,让人不禁怀疑有“黑幕”存在。 图源wiki 1月18日,微软宣布将以每股95美元的价格收购动视暴雪。消息公开后,动视暴雪的股价从约65美元/股飙涨到近80美元/股。 而当地时间2月14日,伯克希尔提交的13F持仓报告中赫然显示:四季度新建仓1466万股动视暴雪,按当时的价格算,这些股票的市价略低于10亿美元。价值大师中文站估计,该笔交易的回报率达到了19.9%。 图源:价值大师中文站 而众所周知,巴菲特和微软创始人比尔·盖茨是多年老友,巴菲特在股东信中写过:盖茨曾要亲自教他怎么用电脑。盖茨也表示过,从他俩第一次见面,他就被巴菲特的思考方式折服了。同时,动视暴雪所在的游戏行业也并非巴菲特,或者伯克希尔擅长的投资领域。虽然有可能是伯克希尔的投资经理巧合为之,但在这种情况下,吃瓜群众很难不怀疑,这背后是否有点小猫腻。 上一次巴菲特和盖茨在媒体“同框”还是去年六月,巴菲特表示将辞去比尔和梅琳达·盖茨基金会的受托人职务。 伯克希尔建仓的另一家公司,是巴西最大数字银行Nu。该公司于2021年12月9日在纽交所挂牌,截至2021年3月,其银行服务Nubank客户总数已经升至4810万。美股之家的Nu融资历史显示,在2014-2021年IPO之前的7年间,公司陆续获得了红杉资本,老虎环球,高盛以及腾讯的投资。而伯克希尔则参加了公司上市前的G轮融资。不过,Nu上市之前提交的财报显示,2018-2020年间,公司亏损持续扩大。上一家伯克希尔参与IPO的亏损公司,是云计算公司Snowflake。伯克希尔在Snowflake上尝到了甜头后,又参股Nu,是否是巴老“能力圈”再次扩大的标志? 图源:价值大师中文站 不过,投资Nu的还有腾讯,这引发了诸多关","listText":"价值大师中文站近期更新了巴菲特旗下伯克希尔的13F美股持仓报告。报告显示,伯克希尔新建仓了两家公司,动视暴雪和Nu,其中,动视暴雪的加仓时机太过巧合,让人不禁怀疑有“黑幕”存在。 图源wiki 1月18日,微软宣布将以每股95美元的价格收购动视暴雪。消息公开后,动视暴雪的股价从约65美元/股飙涨到近80美元/股。 而当地时间2月14日,伯克希尔提交的13F持仓报告中赫然显示:四季度新建仓1466万股动视暴雪,按当时的价格算,这些股票的市价略低于10亿美元。价值大师中文站估计,该笔交易的回报率达到了19.9%。 图源:价值大师中文站 而众所周知,巴菲特和微软创始人比尔·盖茨是多年老友,巴菲特在股东信中写过:盖茨曾要亲自教他怎么用电脑。盖茨也表示过,从他俩第一次见面,他就被巴菲特的思考方式折服了。同时,动视暴雪所在的游戏行业也并非巴菲特,或者伯克希尔擅长的投资领域。虽然有可能是伯克希尔的投资经理巧合为之,但在这种情况下,吃瓜群众很难不怀疑,这背后是否有点小猫腻。 上一次巴菲特和盖茨在媒体“同框”还是去年六月,巴菲特表示将辞去比尔和梅琳达·盖茨基金会的受托人职务。 伯克希尔建仓的另一家公司,是巴西最大数字银行Nu。该公司于2021年12月9日在纽交所挂牌,截至2021年3月,其银行服务Nubank客户总数已经升至4810万。美股之家的Nu融资历史显示,在2014-2021年IPO之前的7年间,公司陆续获得了红杉资本,老虎环球,高盛以及腾讯的投资。而伯克希尔则参加了公司上市前的G轮融资。不过,Nu上市之前提交的财报显示,2018-2020年间,公司亏损持续扩大。上一家伯克希尔参与IPO的亏损公司,是云计算公司Snowflake。伯克希尔在Snowflake上尝到了甜头后,又参股Nu,是否是巴老“能力圈”再次扩大的标志? 图源:价值大师中文站 不过,投资Nu的还有腾讯,这引发了诸多关","text":"价值大师中文站近期更新了巴菲特旗下伯克希尔的13F美股持仓报告。报告显示,伯克希尔新建仓了两家公司,动视暴雪和Nu,其中,动视暴雪的加仓时机太过巧合,让人不禁怀疑有“黑幕”存在。 图源wiki 1月18日,微软宣布将以每股95美元的价格收购动视暴雪。消息公开后,动视暴雪的股价从约65美元/股飙涨到近80美元/股。 而当地时间2月14日,伯克希尔提交的13F持仓报告中赫然显示:四季度新建仓1466万股动视暴雪,按当时的价格算,这些股票的市价略低于10亿美元。价值大师中文站估计,该笔交易的回报率达到了19.9%。 图源:价值大师中文站 而众所周知,巴菲特和微软创始人比尔·盖茨是多年老友,巴菲特在股东信中写过:盖茨曾要亲自教他怎么用电脑。盖茨也表示过,从他俩第一次见面,他就被巴菲特的思考方式折服了。同时,动视暴雪所在的游戏行业也并非巴菲特,或者伯克希尔擅长的投资领域。虽然有可能是伯克希尔的投资经理巧合为之,但在这种情况下,吃瓜群众很难不怀疑,这背后是否有点小猫腻。 上一次巴菲特和盖茨在媒体“同框”还是去年六月,巴菲特表示将辞去比尔和梅琳达·盖茨基金会的受托人职务。 伯克希尔建仓的另一家公司,是巴西最大数字银行Nu。该公司于2021年12月9日在纽交所挂牌,截至2021年3月,其银行服务Nubank客户总数已经升至4810万。美股之家的Nu融资历史显示,在2014-2021年IPO之前的7年间,公司陆续获得了红杉资本,老虎环球,高盛以及腾讯的投资。而伯克希尔则参加了公司上市前的G轮融资。不过,Nu上市之前提交的财报显示,2018-2020年间,公司亏损持续扩大。上一家伯克希尔参与IPO的亏损公司,是云计算公司Snowflake。伯克希尔在Snowflake上尝到了甜头后,又参股Nu,是否是巴老“能力圈”再次扩大的标志? 图源:价值大师中文站 不过,投资Nu的还有腾讯,这引发了诸多关","images":[{"img":"https://static.tigerbbs.com/51f854d7249a4a4ba57d3a2561d2ebd2","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/afc46517388c47db8c80c9f1bd889a96","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/8bd86b9176784e6088a985da1e433953","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638002676","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638533582,"gmtCreate":1645423694960,"gmtModify":1645423694960,"author":{"id":"3511857498341510","authorId":"3511857498341510","name":"Fuck_A_stock","avatar":"https://static.tigerbbs.com/014c816fa8896f630fe690ea45a691a4","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3511857498341510","authorIdStr":"3511857498341510"},"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/638533582","repostId":"638622981","repostType":1,"repost":{"id":638622981,"gmtCreate":1645254115169,"gmtModify":1645314093325,"author":{"id":"4106307416679010","authorId":"4106307416679010","name":"余老师聊股市","avatar":"https://static.tigerbbs.com/5d12956e7e79e1dfe0fae44286d4d656","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106307416679010","authorIdStr":"4106307416679010"},"themes":[],"title":"日内成功交易,让大家留现金,下周会有机会吗","htmlText":"\n \n \n 大家好,我是YouTube主播。欢迎关注我的频道:余老师聊股市每期视频都分析了大盘的不稳定性,还推荐了做日内方法,大家做到了吗?<a target=\"_blank\" href=\"https://laohu8.com/U/3514329116425907\">@小虎AV</a><a target=\"_blank\" href=\"https://laohu8.com/U/20727972514030\">@Tony特别帅</a><a target=\"_blank\" href=\"https://laohu8.com/U/58341441844653\">@孟浩</a> @<a target=\"_blank\" href=\"https://laohu8.com/S/NQMAIN\">$NQ100指数主连 2203(NQmain)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/CNMAIN\">$A50指数主连 2202(CNmain)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/YM2203\">$道琼斯指数2203(YM2203)$</a>\n \n","listText":"大家好,我是YouTube主播。欢迎关注我的频道:余老师聊股市每期视频都分析了大盘的不稳定性,还推荐了做日内方法,大家做到了吗?<a target=\"_blank\" href=\"https://laohu8.com/U/3514329116425907\">@小虎AV</a><a target=\"_blank\" href=\"https://laohu8.com/U/20727972514030\">@Tony特别帅</a><a target=\"_blank\" href=\"https://laohu8.com/U/58341441844653\">@孟浩</a> @<a target=\"_blank\" href=\"https://laohu8.com/S/NQMAIN\">$NQ100指数主连 2203(NQmain)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/CNMAIN\">$A50指数主连 2202(CNmain)$</a><a target=\"_blank\" href=\"https://laohu8.com/S/YM2203\">$道琼斯指数2203(YM2203)$</a>","text":"大家好,我是YouTube主播。欢迎关注我的频道:余老师聊股市每期视频都分析了大盘的不稳定性,还推荐了做日内方法,大家做到了吗?@小虎AV@Tony特别帅@孟浩 @$NQ100指数主连 2203(NQmain)$$A50指数主连 2202(CNmain)$$道琼斯指数2203(YM2203)$","images":[{"img":"https://static.tigerbbs.com/a3331cea85c90472e1bbb30a03dc06b6","width":"0","height":"0"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/638622981","isVote":1,"tweetType":2,"object":{"id":"f0d6b5ebad1b4a55a3cc26d5f624e5ed","tweetId":"638622981","videoUrl":"https://1254107296.vod2.myqcloud.com/27e1f7ecvodtransgzp1254107296/9ca18e55387702296306818316/v.f30.mp4","poster":"https://static.tigerbbs.com/a3331cea85c90472e1bbb30a03dc06b6"},"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638592431,"gmtCreate":1645421630039,"gmtModify":1645421630039,"author":{"id":"3511857498341510","authorId":"3511857498341510","name":"Fuck_A_stock","avatar":"https://static.tigerbbs.com/014c816fa8896f630fe690ea45a691a4","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3511857498341510","authorIdStr":"3511857498341510"},"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/638592431","repostId":"631267656","repostType":1,"repost":{"id":631267656,"gmtCreate":1644800137955,"gmtModify":1645000164062,"author":{"id":"3480981608385315","authorId":"3480981608385315","name":"猛虎财经","avatar":"https://static.tigerbbs.com/5f4cecdb84af1583ad2d12f02487a5e1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3480981608385315","authorIdStr":"3480981608385315"},"themes":[],"title":"从索罗斯、贝莱德、景林、银行的持仓,发掘美股的投资方向","htmlText":"摘要:随着四季度科技巨头财报进入尾声,机构陆续披露四季度持仓变化,其中索罗斯四季度索罗斯减仓科技巨头,大幅加仓Rivian,加仓了20亿股Rivian,占索罗斯持仓的28%,减持了持仓6.45%的QQQ指数基金,反而加仓3.87%QQQ做空期权,科技巨头亚马逊、谷歌都一定程度的得到了减持;贝莱德重仓科技股,大幅加仓芯片,依旧稳步加仓微软、亚马逊、谷歌等科技股,加仓英伟达、高通、博通等芯片股,中概股方面,增持阿里巴巴344万股,减持京东3076万股,增持蔚来241万股至6404万股。景林资产看好中国互联网,大幅加仓中概股,四季度景林大幅增持谷歌5.3%,抄底中国互联网etf(代码:kweb)、京东、拼多多,boss直聘等中概股。花旗集团做多巨头,大幅买入指数看跌期权、花旗买入spy、qqq、iwm看跌期权,增持微软、谷歌、特斯拉等科技巨头。小摩重仓科技股、建仓RIVN、NU,小摩增持微软、亚马逊、特斯拉等科技巨头,和贝莱德、花旗一样,建仓RIVN、NU。索罗斯索罗斯减仓科技巨头,大幅加仓Rivian根据索罗斯13f最新持仓披露显示,2021年四季度索罗斯加仓了20亿股Rivian,占索罗斯持仓的28%,Rivian一家由亚马逊和福特汽车参与投资的电动汽车,目前Rivian是索罗斯的第一大持仓。另外值得注意的就是索罗斯买入了QQQ做空期权,在加息的风险笼罩之下,索罗斯看空科技股接下来的走势。另外索罗斯加仓1.5%左右的Cerner Corp(代码:CERN),一家为医疗机构和消费者设计、开发、营销、安装、托管和支持医疗信息技术、医疗设备、硬件和内容解决方案的公司,去年因为甲骨文宣布收购这家公司而大涨30%。以及加仓1.3%标普的看涨期权。另外值得注意的是与上季度相比,索罗斯减持了持仓6.45%的QQQ纳斯达克指数基金,反而加仓QQQ做空期权,值得注意的是索罗斯减仓了总持仓的2%","listText":"摘要:随着四季度科技巨头财报进入尾声,机构陆续披露四季度持仓变化,其中索罗斯四季度索罗斯减仓科技巨头,大幅加仓Rivian,加仓了20亿股Rivian,占索罗斯持仓的28%,减持了持仓6.45%的QQQ指数基金,反而加仓3.87%QQQ做空期权,科技巨头亚马逊、谷歌都一定程度的得到了减持;贝莱德重仓科技股,大幅加仓芯片,依旧稳步加仓微软、亚马逊、谷歌等科技股,加仓英伟达、高通、博通等芯片股,中概股方面,增持阿里巴巴344万股,减持京东3076万股,增持蔚来241万股至6404万股。景林资产看好中国互联网,大幅加仓中概股,四季度景林大幅增持谷歌5.3%,抄底中国互联网etf(代码:kweb)、京东、拼多多,boss直聘等中概股。花旗集团做多巨头,大幅买入指数看跌期权、花旗买入spy、qqq、iwm看跌期权,增持微软、谷歌、特斯拉等科技巨头。小摩重仓科技股、建仓RIVN、NU,小摩增持微软、亚马逊、特斯拉等科技巨头,和贝莱德、花旗一样,建仓RIVN、NU。索罗斯索罗斯减仓科技巨头,大幅加仓Rivian根据索罗斯13f最新持仓披露显示,2021年四季度索罗斯加仓了20亿股Rivian,占索罗斯持仓的28%,Rivian一家由亚马逊和福特汽车参与投资的电动汽车,目前Rivian是索罗斯的第一大持仓。另外值得注意的就是索罗斯买入了QQQ做空期权,在加息的风险笼罩之下,索罗斯看空科技股接下来的走势。另外索罗斯加仓1.5%左右的Cerner Corp(代码:CERN),一家为医疗机构和消费者设计、开发、营销、安装、托管和支持医疗信息技术、医疗设备、硬件和内容解决方案的公司,去年因为甲骨文宣布收购这家公司而大涨30%。以及加仓1.3%标普的看涨期权。另外值得注意的是与上季度相比,索罗斯减持了持仓6.45%的QQQ纳斯达克指数基金,反而加仓QQQ做空期权,值得注意的是索罗斯减仓了总持仓的2%","text":"摘要:随着四季度科技巨头财报进入尾声,机构陆续披露四季度持仓变化,其中索罗斯四季度索罗斯减仓科技巨头,大幅加仓Rivian,加仓了20亿股Rivian,占索罗斯持仓的28%,减持了持仓6.45%的QQQ指数基金,反而加仓3.87%QQQ做空期权,科技巨头亚马逊、谷歌都一定程度的得到了减持;贝莱德重仓科技股,大幅加仓芯片,依旧稳步加仓微软、亚马逊、谷歌等科技股,加仓英伟达、高通、博通等芯片股,中概股方面,增持阿里巴巴344万股,减持京东3076万股,增持蔚来241万股至6404万股。景林资产看好中国互联网,大幅加仓中概股,四季度景林大幅增持谷歌5.3%,抄底中国互联网etf(代码:kweb)、京东、拼多多,boss直聘等中概股。花旗集团做多巨头,大幅买入指数看跌期权、花旗买入spy、qqq、iwm看跌期权,增持微软、谷歌、特斯拉等科技巨头。小摩重仓科技股、建仓RIVN、NU,小摩增持微软、亚马逊、特斯拉等科技巨头,和贝莱德、花旗一样,建仓RIVN、NU。索罗斯索罗斯减仓科技巨头,大幅加仓Rivian根据索罗斯13f最新持仓披露显示,2021年四季度索罗斯加仓了20亿股Rivian,占索罗斯持仓的28%,Rivian一家由亚马逊和福特汽车参与投资的电动汽车,目前Rivian是索罗斯的第一大持仓。另外值得注意的就是索罗斯买入了QQQ做空期权,在加息的风险笼罩之下,索罗斯看空科技股接下来的走势。另外索罗斯加仓1.5%左右的Cerner Corp(代码:CERN),一家为医疗机构和消费者设计、开发、营销、安装、托管和支持医疗信息技术、医疗设备、硬件和内容解决方案的公司,去年因为甲骨文宣布收购这家公司而大涨30%。以及加仓1.3%标普的看涨期权。另外值得注意的是与上季度相比,索罗斯减持了持仓6.45%的QQQ纳斯达克指数基金,反而加仓QQQ做空期权,值得注意的是索罗斯减仓了总持仓的2%","images":[{"img":"https://static.tigerbbs.com/4aca4e2113e669937df792f601d56fd2","width":"632","height":"409"},{"img":"https://static.tigerbbs.com/d8135e3dc07c547d9f4372a6f0c04881","width":"632","height":"265"},{"img":"https://static.tigerbbs.com/32a653070e82cde8213cd0226c9e1328","width":"632","height":"290"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631267656","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638592203,"gmtCreate":1645421528145,"gmtModify":1645421528145,"author":{"id":"3511857498341510","authorId":"3511857498341510","name":"Fuck_A_stock","avatar":"https://static.tigerbbs.com/014c816fa8896f630fe690ea45a691a4","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3511857498341510","authorIdStr":"3511857498341510"},"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/638592203","repostId":"1151434783","repostType":4,"repost":{"id":"1151434783","kind":"news","pubTimestamp":1645412467,"share":"https://www.laohu8.com/m/news/1151434783?lang=&edition=full","pubTime":"2022-02-21 11:01","market":"us","language":"zh","title":"特斯拉4680电池量产落地,磷酸铁锂即将落幕?","url":"https://stock-news.laohu8.com/highlight/detail?id=1151434783","media":"华尔街见闻","summary":"目前,特斯拉已经完成100万块4680电池的生产,市场除了预期量产进度,其磷酸铁锂份额是否会被挤占也值得关注。自特斯拉在2020年9月23日的电池日上展示了4680大圆柱电池,并表示将搭载在之后的主力","content":"<html><head></head><body><blockquote>目前,特斯拉已经完成100万块4680电池的生产,市场除了预期量产进度,其磷酸铁锂份额是否会被挤占也值得关注。</blockquote><p>自特斯拉在2020年9月23日的电池日上展示了4680大圆柱电池,并表示将搭载在之后的主力车型上后,这款具备提升电池功率(6倍于2170电池),降低电池成本(14%于2170电池),优化散热性能、生产效率、充电速度,能量密度、循环性能等各方面优势的新型大圆柱电池就持续受到市场的广泛关注。</p><p>此前由于电池良率的问题(对于动力电池而言,90%的良率是可接受的最低点),4680大圆柱电池的量产落地进度一直受到影响,但上周末特斯拉官方表示,其加利福尼亚州的试点工厂在1月份生产了100万块4680大圆柱电池,这是否意味着4680大圆柱电池的全面量产即将启动?同时,作为主推高镍锂电池的4680大圆柱电池的到来,是否又代表了磷酸铁锂电池高景气度的降温?华尔街见闻·见智研究将针对以上两个问题,进行详细的分析和讲解。</p><p><b>1、4680大圆柱电池的量产并不代表磷酸铁锂电池的落幕</b></p><p>4680大圆柱电池的量产落地其实并不让人意外,作为特斯拉主推的动力电池类型,不仅特斯拉自家的动力电池厂商在进行研究和产能建设,几乎全球排名靠前的所有的动力电池厂商如宁德时代、松下、LG新能源、亿纬锂能等等都在为4680大圆柱电池的到来做着准备,但是4680大圆柱电池的量产并不代表磷酸铁锂电池的落幕。</p><p>首先,特斯拉在2021年已经多次在不同场合表示磷酸铁锂电池将是特斯拉旗下车型的重要配套电池,而且从具体行动上,<b>特斯拉无论是和动力电池龙头企业宁德时代签订的长达4年的供应锂离子动力电池产品的大额订单,还是市场传闻与在磷酸铁锂电池领域名列前茅的电池厂商比亚迪签订的刀片电池供应合同,特斯拉所需要的动力电池类型都是磷酸铁锂电池</b>。总的来说,特斯拉将进行双轨运行——4680大圆柱电池和磷酸铁锂电池,特斯拉将针对不同的车型以及同类车型不同的版本采用不一样电池,4680大圆柱电池和磷酸铁锂电池两者之间完全不存在任何冲突,对目前特斯拉在国内磷酸铁锂电池的电池供应商更是不会有任何的影响。</p><p>其次,特斯拉在2021年以高达93.6万辆的销量,连续4年成为全球最畅销新能源车企的冠军,旗下特斯拉Model 3和特斯拉Model Y也成为全球销量TOP3里面的成员,在2022年,由于产品供不应求的特斯拉表示将不推出新车型而是选择全力扩产能,这意味着在2022年突破百万销量大关只是一个开始,全年销量达到150万辆也不是没有可能。<b>但是特斯拉要如目标一般扩大产能达到销量预期,以目前4680大圆柱电池的量产效率显然是无法实现,换而言之,磷酸铁锂电池仍将充当主力。</b></p><p>最后,<b>4680大圆柱电池本身其实数字只是代表一种电池尺寸,并不是一种三元锂电池的独有技术,单纯从材料本身来说没有突破性的变化</b>,就像比亚迪的刀片电池,所以某种程度上来说使用磷酸铁锂正极材料作为4680大圆柱电池的正极材料也不是不可以,只是为了达到4680大圆柱电池预设的高能量密度所以预期会采用三元正极材料。所以,华尔街见闻·见智研究认为,4680大圆柱电池并不挤占磷酸铁锂电池的份额。</p><p><b>2、4680大圆柱电池全面量产即将启动?</b></p><p>华尔街见闻·见智研究认为,4680大圆柱电池的量产进度一直是符合预期的,从最开始难以直视的72%的良率,到后来在松下等电池厂商的不懈研发和规划下达到80%,再到如今的90%左右几乎符合量产要求的良率,可见特斯拉和各大电池厂商对4680大圆柱电池的重视。</p><p>但是,<b>从这次特斯拉官宣的4680大圆柱电池量产情况来看,完全量产并全面装车特斯拉旗下的各类主力车型仍不现实,尚需要一段时间</b>。根据特斯拉官方信息,加利福尼亚州的试点工厂在1月份生产了100万块4680大圆柱电池,1个月1000万块4680大圆柱电池电芯相对于特斯拉的产销率来看只是杯水车薪,这还是4680大圆柱电池减少了单个电池包电池电芯数量的情况下。</p><p>由于4680大圆柱电池本身体积变大,内部活性物资的容量也变大,所以带来了单个电池包的电芯的减少,此前一代的1860圆柱电池需要7200+个电芯,二代2170圆柱电池有所进步,只需要4400+个电芯,到<b>如今三代的4680大圆柱电池更是量级上的减少,仅仅只需要950个电芯,但即使如此,100万块4680大圆柱电池电芯也仅仅满足1050辆特斯拉汽车的需求,与特斯拉每个月数十万辆的产销量相比的确短时间内难以做到全面覆盖。</b></p><p>华尔街见闻·见智研究认为,<b>以特斯拉目前4680大圆柱电池勉强符合量产最低标准90%良率的水平和1个月100万块4680大圆柱电池电芯的产量水平来看,以及特斯拉在2022年要求全力扩大产能的目标来看,短时间内特斯拉或只做到部分车型的试安装和少量车型覆盖,特斯拉或将根据旗下不同的车型和版本来逐步进行搭配。</b></p><p>磷酸铁锂电池仍将是特斯拉旗下车型标准版的主要选择方向,而车型的其他长航版和高性能版本或将采用三元锂电池,并逐步从2170圆柱电池向4680大圆柱电池转换,而最先能够采用4680大圆柱电池的车型除了特斯拉自己说的率先搭载4680大圆柱电池的将是德州工厂的特斯拉Model Y,就是产销量相对较低的高端车型Model S, Model X和研发中的Cybertruck,以及对能量密度要求较高的Semi等大车型。</p></body></html>","source":"highlight_wallstreetcn","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>特斯拉4680电池量产落地,磷酸铁锂即将落幕?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉4680电池量产落地,磷酸铁锂即将落幕?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-02-21 11:01 北京时间 <a href=https://wallstreetcn.com/articles/3652403><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>目前,特斯拉已经完成100万块4680电池的生产,市场除了预期量产进度,其磷酸铁锂份额是否会被挤占也值得关注。自特斯拉在2020年9月23日的电池日上展示了4680大圆柱电池,并表示将搭载在之后的主力车型上后,这款具备提升电池功率(6倍于2170电池),降低电池成本(14%于2170电池),优化散热性能、生产效率、充电速度,能量密度、循环性能等各方面优势的新型大圆柱电池就持续受到市场的广泛关注。...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3652403\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d2aa846cc1babe0cf0ee45a6d345bfda","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3652403","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1151434783","content_text":"目前,特斯拉已经完成100万块4680电池的生产,市场除了预期量产进度,其磷酸铁锂份额是否会被挤占也值得关注。自特斯拉在2020年9月23日的电池日上展示了4680大圆柱电池,并表示将搭载在之后的主力车型上后,这款具备提升电池功率(6倍于2170电池),降低电池成本(14%于2170电池),优化散热性能、生产效率、充电速度,能量密度、循环性能等各方面优势的新型大圆柱电池就持续受到市场的广泛关注。此前由于电池良率的问题(对于动力电池而言,90%的良率是可接受的最低点),4680大圆柱电池的量产落地进度一直受到影响,但上周末特斯拉官方表示,其加利福尼亚州的试点工厂在1月份生产了100万块4680大圆柱电池,这是否意味着4680大圆柱电池的全面量产即将启动?同时,作为主推高镍锂电池的4680大圆柱电池的到来,是否又代表了磷酸铁锂电池高景气度的降温?华尔街见闻·见智研究将针对以上两个问题,进行详细的分析和讲解。1、4680大圆柱电池的量产并不代表磷酸铁锂电池的落幕4680大圆柱电池的量产落地其实并不让人意外,作为特斯拉主推的动力电池类型,不仅特斯拉自家的动力电池厂商在进行研究和产能建设,几乎全球排名靠前的所有的动力电池厂商如宁德时代、松下、LG新能源、亿纬锂能等等都在为4680大圆柱电池的到来做着准备,但是4680大圆柱电池的量产并不代表磷酸铁锂电池的落幕。首先,特斯拉在2021年已经多次在不同场合表示磷酸铁锂电池将是特斯拉旗下车型的重要配套电池,而且从具体行动上,特斯拉无论是和动力电池龙头企业宁德时代签订的长达4年的供应锂离子动力电池产品的大额订单,还是市场传闻与在磷酸铁锂电池领域名列前茅的电池厂商比亚迪签订的刀片电池供应合同,特斯拉所需要的动力电池类型都是磷酸铁锂电池。总的来说,特斯拉将进行双轨运行——4680大圆柱电池和磷酸铁锂电池,特斯拉将针对不同的车型以及同类车型不同的版本采用不一样电池,4680大圆柱电池和磷酸铁锂电池两者之间完全不存在任何冲突,对目前特斯拉在国内磷酸铁锂电池的电池供应商更是不会有任何的影响。其次,特斯拉在2021年以高达93.6万辆的销量,连续4年成为全球最畅销新能源车企的冠军,旗下特斯拉Model 3和特斯拉Model Y也成为全球销量TOP3里面的成员,在2022年,由于产品供不应求的特斯拉表示将不推出新车型而是选择全力扩产能,这意味着在2022年突破百万销量大关只是一个开始,全年销量达到150万辆也不是没有可能。但是特斯拉要如目标一般扩大产能达到销量预期,以目前4680大圆柱电池的量产效率显然是无法实现,换而言之,磷酸铁锂电池仍将充当主力。最后,4680大圆柱电池本身其实数字只是代表一种电池尺寸,并不是一种三元锂电池的独有技术,单纯从材料本身来说没有突破性的变化,就像比亚迪的刀片电池,所以某种程度上来说使用磷酸铁锂正极材料作为4680大圆柱电池的正极材料也不是不可以,只是为了达到4680大圆柱电池预设的高能量密度所以预期会采用三元正极材料。所以,华尔街见闻·见智研究认为,4680大圆柱电池并不挤占磷酸铁锂电池的份额。2、4680大圆柱电池全面量产即将启动?华尔街见闻·见智研究认为,4680大圆柱电池的量产进度一直是符合预期的,从最开始难以直视的72%的良率,到后来在松下等电池厂商的不懈研发和规划下达到80%,再到如今的90%左右几乎符合量产要求的良率,可见特斯拉和各大电池厂商对4680大圆柱电池的重视。但是,从这次特斯拉官宣的4680大圆柱电池量产情况来看,完全量产并全面装车特斯拉旗下的各类主力车型仍不现实,尚需要一段时间。根据特斯拉官方信息,加利福尼亚州的试点工厂在1月份生产了100万块4680大圆柱电池,1个月1000万块4680大圆柱电池电芯相对于特斯拉的产销率来看只是杯水车薪,这还是4680大圆柱电池减少了单个电池包电池电芯数量的情况下。由于4680大圆柱电池本身体积变大,内部活性物资的容量也变大,所以带来了单个电池包的电芯的减少,此前一代的1860圆柱电池需要7200+个电芯,二代2170圆柱电池有所进步,只需要4400+个电芯,到如今三代的4680大圆柱电池更是量级上的减少,仅仅只需要950个电芯,但即使如此,100万块4680大圆柱电池电芯也仅仅满足1050辆特斯拉汽车的需求,与特斯拉每个月数十万辆的产销量相比的确短时间内难以做到全面覆盖。华尔街见闻·见智研究认为,以特斯拉目前4680大圆柱电池勉强符合量产最低标准90%良率的水平和1个月100万块4680大圆柱电池电芯的产量水平来看,以及特斯拉在2022年要求全力扩大产能的目标来看,短时间内特斯拉或只做到部分车型的试安装和少量车型覆盖,特斯拉或将根据旗下不同的车型和版本来逐步进行搭配。磷酸铁锂电池仍将是特斯拉旗下车型标准版的主要选择方向,而车型的其他长航版和高性能版本或将采用三元锂电池,并逐步从2170圆柱电池向4680大圆柱电池转换,而最先能够采用4680大圆柱电池的车型除了特斯拉自己说的率先搭载4680大圆柱电池的将是德州工厂的特斯拉Model Y,就是产销量相对较低的高端车型Model S, Model X和研发中的Cybertruck,以及对能量密度要求较高的Semi等大车型。","news_type":1},"isVote":1,"tweetType":1,"viewCount":924,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638288937,"gmtCreate":1645351437442,"gmtModify":1645351437442,"author":{"id":"3511857498341510","authorId":"3511857498341510","name":"Fuck_A_stock","avatar":"https://static.tigerbbs.com/014c816fa8896f630fe690ea45a691a4","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3511857498341510","authorIdStr":"3511857498341510"},"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/638288937","repostId":"602107897","repostType":1,"repost":{"id":602107897,"gmtCreate":1638978182700,"gmtModify":1639011967553,"author":{"id":"3535864168116962","authorId":"3535864168116962","name":"LIULIULIU","avatar":"https://static.tigerbbs.com/1ccda2b82474dfe0a8c474303d169c67","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535864168116962","authorIdStr":"3535864168116962"},"themes":[],"title":"股市里真正的高手,都在淘汰机会!","htmlText":" 一个散户最典型的表现,就是什么钱都想赚。一卖掉之后一空仓,自己心里发毛。 一直期望赢,就是很快的买进了。根本不是按他正确去做的,而是心里想赢,去指挥自己,不能空着,空着就亏了。 急于满仓,空仓就待不了几天。这种心态一定是不正常的。 但做的越好的时候,平常不怎么出手,三年不开张,开张吃三年也可以,对不对? 市场永远是机会不断,别的地方都是去寻找机会,只有股市是淘汰机会,这个不能做,那个不能做,这个还不到点儿呢。 当你会淘汰机会的时候,你就逐步成为高手了<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a><a href=\"https://laohu8.com/S/VIPS\">$唯品会(VIPS)$</a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a><a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a><a href=\"https://laohu8.com/S/UVXY\">$1.5倍做多波动率指数短期期货ETF-ProShares(UVXY)$</a>","listText":" 一个散户最典型的表现,就是什么钱都想赚。一卖掉之后一空仓,自己心里发毛。 一直期望赢,就是很快的买进了。根本不是按他正确去做的,而是心里想赢,去指挥自己,不能空着,空着就亏了。 急于满仓,空仓就待不了几天。这种心态一定是不正常的。 但做的越好的时候,平常不怎么出手,三年不开张,开张吃三年也可以,对不对? 市场永远是机会不断,别的地方都是去寻找机会,只有股市是淘汰机会,这个不能做,那个不能做,这个还不到点儿呢。 当你会淘汰机会的时候,你就逐步成为高手了<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a><a href=\"https://laohu8.com/S/VIPS\">$唯品会(VIPS)$</a><a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$</a><a href=\"https://laohu8.com/S/JD\">$京东(JD)$</a><a href=\"https://laohu8.com/S/UVXY\">$1.5倍做多波动率指数短期期货ETF-ProShares(UVXY)$</a>","text":"一个散户最典型的表现,就是什么钱都想赚。一卖掉之后一空仓,自己心里发毛。 一直期望赢,就是很快的买进了。根本不是按他正确去做的,而是心里想赢,去指挥自己,不能空着,空着就亏了。 急于满仓,空仓就待不了几天。这种心态一定是不正常的。 但做的越好的时候,平常不怎么出手,三年不开张,开张吃三年也可以,对不对? 市场永远是机会不断,别的地方都是去寻找机会,只有股市是淘汰机会,这个不能做,那个不能做,这个还不到点儿呢。 当你会淘汰机会的时候,你就逐步成为高手了$老虎证券(TIGR)$$唯品会(VIPS)$$阿里巴巴(BABA)$$京东(JD)$$1.5倍做多波动率指数短期期货ETF-ProShares(UVXY)$","images":[{"img":"https://static.tigerbbs.com/dcbb4ae640ae674ba35b0c67da03ee5f","width":"1080","height":"1333"}],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602107897","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":893,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":638281430,"gmtCreate":1645351265121,"gmtModify":1645351265121,"author":{"id":"3511857498341510","authorId":"3511857498341510","name":"Fuck_A_stock","avatar":"https://static.tigerbbs.com/014c816fa8896f630fe690ea45a691a4","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3511857498341510","authorIdStr":"3511857498341510"},"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/638281430","repostId":"691788333","repostType":1,"repost":{"id":691788333,"gmtCreate":1640244260339,"gmtModify":1640244260339,"author":{"id":"3535864168116962","authorId":"3535864168116962","name":"LIULIULIU","avatar":"https://static.tigerbbs.com/1ccda2b82474dfe0a8c474303d169c67","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535864168116962","authorIdStr":"3535864168116962"},"themes":[],"title":"查理芒格经典语录(3),值得收藏!","htmlText":"21、玩好投资这个游戏,关键在于少数几次机会,你确实能看出来,这个机会比其他一般的机会都好,而且你很清楚,自己比别人知道的更多。22、一个投资者,追求超一流的业绩,却大量分散投资,简直是缘木求鱼,行不通,是不可能的任务。一次又一次重复不可能的任务,有意思吗?我觉得会很痛苦。谁愿意承受这样的折磨?这是一条走不通的路。23、钓鱼的第一条规则是,在有鱼的地方钓鱼。钓鱼的第二条规则是,记住第一条规则。24、机会只有少数几个,当一个机会来临时,我们扑过去把它抓住。25、找到比自己优秀的伴侣,这是多少钱都买不来的。26、重大的决定,平均算下来,每年没几个。这个游戏的玩法是:始终留在这个游戏里,盯住了,在稀有的机会出现时,别让它溜走,要知道,每个普通人能分到的机会并不多。27、我们能成功,不是因为我们善于解决难题,而是因为我们善于远离难题。我们只是找简单的事做。28、霍华德·阿曼森讲过这样一句话:“千万别低估高估自己的人。”高估自己的自大狂偶尔竟然能成大事,这是现代生活中让人很不爽的一部分。我已经学会适应了,不适应又能怎样,见怪不怪了。自大狂偶尔能成为大赢家,但我不愿一群自大狂在我眼前晃来晃去,我选择谨慎的人。29、在找到了一个最好的以后,只要是比不上这个最好的,都不用看了。懂了这个道理,生活简单多了。30、明智的人能耐心等待,让时间流逝,体会其中的妙处。大多数人总是瞎忙活。<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a><a href=\"https://laohu8.com/S/VIPS\">$唯品会(VIPS)$</a><a href=\"https://laohu8.com/S/MNSO\">$名创优品(MNSO)$</a><a href=\"https://laohu8.com/S/BEKE\">$贝壳(BEKE)$</a>","listText":"21、玩好投资这个游戏,关键在于少数几次机会,你确实能看出来,这个机会比其他一般的机会都好,而且你很清楚,自己比别人知道的更多。22、一个投资者,追求超一流的业绩,却大量分散投资,简直是缘木求鱼,行不通,是不可能的任务。一次又一次重复不可能的任务,有意思吗?我觉得会很痛苦。谁愿意承受这样的折磨?这是一条走不通的路。23、钓鱼的第一条规则是,在有鱼的地方钓鱼。钓鱼的第二条规则是,记住第一条规则。24、机会只有少数几个,当一个机会来临时,我们扑过去把它抓住。25、找到比自己优秀的伴侣,这是多少钱都买不来的。26、重大的决定,平均算下来,每年没几个。这个游戏的玩法是:始终留在这个游戏里,盯住了,在稀有的机会出现时,别让它溜走,要知道,每个普通人能分到的机会并不多。27、我们能成功,不是因为我们善于解决难题,而是因为我们善于远离难题。我们只是找简单的事做。28、霍华德·阿曼森讲过这样一句话:“千万别低估高估自己的人。”高估自己的自大狂偶尔竟然能成大事,这是现代生活中让人很不爽的一部分。我已经学会适应了,不适应又能怎样,见怪不怪了。自大狂偶尔能成为大赢家,但我不愿一群自大狂在我眼前晃来晃去,我选择谨慎的人。29、在找到了一个最好的以后,只要是比不上这个最好的,都不用看了。懂了这个道理,生活简单多了。30、明智的人能耐心等待,让时间流逝,体会其中的妙处。大多数人总是瞎忙活。<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a><a href=\"https://laohu8.com/S/VIPS\">$唯品会(VIPS)$</a><a href=\"https://laohu8.com/S/MNSO\">$名创优品(MNSO)$</a><a href=\"https://laohu8.com/S/BEKE\">$贝壳(BEKE)$</a>","text":"21、玩好投资这个游戏,关键在于少数几次机会,你确实能看出来,这个机会比其他一般的机会都好,而且你很清楚,自己比别人知道的更多。22、一个投资者,追求超一流的业绩,却大量分散投资,简直是缘木求鱼,行不通,是不可能的任务。一次又一次重复不可能的任务,有意思吗?我觉得会很痛苦。谁愿意承受这样的折磨?这是一条走不通的路。23、钓鱼的第一条规则是,在有鱼的地方钓鱼。钓鱼的第二条规则是,记住第一条规则。24、机会只有少数几个,当一个机会来临时,我们扑过去把它抓住。25、找到比自己优秀的伴侣,这是多少钱都买不来的。26、重大的决定,平均算下来,每年没几个。这个游戏的玩法是:始终留在这个游戏里,盯住了,在稀有的机会出现时,别让它溜走,要知道,每个普通人能分到的机会并不多。27、我们能成功,不是因为我们善于解决难题,而是因为我们善于远离难题。我们只是找简单的事做。28、霍华德·阿曼森讲过这样一句话:“千万别低估高估自己的人。”高估自己的自大狂偶尔竟然能成大事,这是现代生活中让人很不爽的一部分。我已经学会适应了,不适应又能怎样,见怪不怪了。自大狂偶尔能成为大赢家,但我不愿一群自大狂在我眼前晃来晃去,我选择谨慎的人。29、在找到了一个最好的以后,只要是比不上这个最好的,都不用看了。懂了这个道理,生活简单多了。30、明智的人能耐心等待,让时间流逝,体会其中的妙处。大多数人总是瞎忙活。$老虎证券(TIGR)$$唯品会(VIPS)$$名创优品(MNSO)$$贝壳(BEKE)$","images":[{"img":"https://static.tigerbbs.com/dd66970c7a9963db81923faae5a0d327","width":"1080","height":"1440"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/691788333","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":631115644,"gmtCreate":1644540238238,"gmtModify":1644794125632,"author":{"id":"3511857498341510","authorId":"3511857498341510","name":"Fuck_A_stock","avatar":"https://static.tigerbbs.com/014c816fa8896f630fe690ea45a691a4","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3511857498341510","authorIdStr":"3511857498341510"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$</a>空仓了,以后不做空了,上涨后给做空人带来的心里压力是巨大的。晚上还睡不着,卖完起来一看,又是拍断大腿","listText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$</a>空仓了,以后不做空了,上涨后给做空人带来的心里压力是巨大的。晚上还睡不着,卖完起来一看,又是拍断大腿","text":"$纳指三倍做空ETF(SQQQ)$空仓了,以后不做空了,上涨后给做空人带来的心里压力是巨大的。晚上还睡不着,卖完起来一看,又是拍断大腿","images":[{"img":"https://static.tigerbbs.com/62d12e504ef6f39caade7a66c0f515ba","width":"828","height":"1182"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":151,"commentSize":50,"repostSize":15,"link":"https://laohu8.com/post/631115644","isVote":1,"tweetType":1,"viewCount":7083,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3513899631032529","authorId":"3513899631032529","name":"T20211222002","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3513899631032529","authorIdStr":"3513899631032529"},"content":"你为什么不直接登陆 online Casino 来的也快!关键是结果很快就知道 不用长时间煎熬","text":"你为什么不直接登陆 online Casino 来的也快!关键是结果很快就知道 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