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bloodmai
09-11
全是左媒,而今天的CPI应该直接打脸哈里斯
抱歉,原内容已删除
bloodmai
09-11
$标普500(.SPX)$
Lady Haha号称赢了辩论,这么快美股就来打脸了
bloodmai
09-05
成天吹牛逼连韭菜都忽悠不动了
抱歉,原内容已删除
bloodmai
08-29
这帮预期都神经病
抱歉,原内容已删除
bloodmai
2022-05-20
民主党惯用伎俩
抱歉,原内容已删除
bloodmai
2021-05-18
这篇文章不错,转发给大家看看
@智通财经APP:华虹半导体(01347)Q1营收创新高 股价为何不涨反跌?
bloodmai
2021-04-20
你太out了,华虹卡类只占代工产品的很小一部分,主要集中在1厂,况且现在早就不靠卡类赚利润了,现在8寸线有三条,目前状况都是满产,去年到今年客户想排都排不进,产品包括电源管理,显示驱动,高压工业开关驱动电路,还有IGBT产品,接下来还有车用电子,无锡7厂12寸产能马上也会上去,需要用到45nm以上的工业和民用电子芯片太多太多了,你对芯片的理解还太粗浅//@华芯:华虹半导体还会上涨吗? 华虹业绩在增长是事实。但是,业绩发表却不如预期。基本面和同类企业比较,显示股价太高。在半导体全球大涨价时期,华虹业绩却不如预期。据说是因半导体单价下降的原因。危险的反常现象。 华虹生产的芯片是45纳米以上技术。客户里有大量各类卡用芯片(如银行卡等)。想想吧,手机取代一切了。这些卡用芯片是不会有未来的! 所以芯片降价极其危险。主力是中芯国际。老大被台积电打压被美国制裁才使老二华虹大涨。才会有高股价。但下跌至基本面是必然的。相信会下降到35港元以下。
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Haha号称赢了辩论,这么快美股就来打脸了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/348287639634032","isVote":1,"tweetType":1,"viewCount":236,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346113557323864,"gmtCreate":1725543747954,"gmtModify":1725543818172,"author":{"id":"3524813681209076","authorId":"3524813681209076","name":"bloodmai","avatar":"https://static.tigerbbs.com/274792ad85a35541a9c3fcfec363476f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3524813681209076","idStr":"3524813681209076"},"themes":[],"htmlText":"成天吹牛逼连韭菜都忽悠不动了","listText":"成天吹牛逼连韭菜都忽悠不动了","text":"成天吹牛逼连韭菜都忽悠不动了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/346113557323864","repostId":"2465554826","repostType":4,"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343481994293552,"gmtCreate":1724887173678,"gmtModify":1724894652082,"author":{"id":"3524813681209076","authorId":"3524813681209076","name":"bloodmai","avatar":"https://static.tigerbbs.com/274792ad85a35541a9c3fcfec363476f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3524813681209076","idStr":"3524813681209076"},"themes":[],"htmlText":"这帮预期都神经病","listText":"这帮预期都神经病","text":"这帮预期都神经病","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343481994293552","repostId":"1165913899","repostType":4,"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615543241,"gmtCreate":1653038690583,"gmtModify":1653038851858,"author":{"id":"3524813681209076","authorId":"3524813681209076","name":"bloodmai","avatar":"https://static.tigerbbs.com/274792ad85a35541a9c3fcfec363476f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3524813681209076","idStr":"3524813681209076"},"themes":[],"htmlText":"民主党惯用伎俩","listText":"民主党惯用伎俩","text":"民主党惯用伎俩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615543241","repostId":"1103096334","repostType":4,"isVote":1,"tweetType":1,"viewCount":749,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":195277339,"gmtCreate":1621299718521,"gmtModify":1621299718521,"author":{"id":"3524813681209076","authorId":"3524813681209076","name":"bloodmai","avatar":"https://static.tigerbbs.com/274792ad85a35541a9c3fcfec363476f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3524813681209076","idStr":"3524813681209076"},"themes":[],"title":"","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/195277339","repostId":"195092577","repostType":1,"repost":{"id":195092577,"gmtCreate":1621237693199,"gmtModify":1621237693199,"author":{"id":"3513736945495657","authorId":"3513736945495657","name":"智通财经APP","avatar":"https://static.tigerbbs.com/16db7768af5d7e4361472f092e918510","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3513736945495657","idStr":"3513736945495657"},"themes":[],"title":"华虹半导体(01347)Q1营收创新高 股价为何不涨反跌?","htmlText":"对于华虹半导体(01347)的投资者而言,这两天公司股价的走势或许颇有些令人摸不着头脑。5月13日,华虹半导体发布2021年一季度业绩报告,报告期内公司销售收入再创新高,达3.05亿美元,同比增幅高达50.3%;实现净利润3310万美元,同比劲增63.1%;毛利率23.7%,同比提升2.6%。不过,业绩的报喜并未能刺激公司的股价。智通财经APP注意到,5月14日,华虹半导体股价高开低走,收盘报40港元/股,跌幅8.68%,全天成交14.22亿港元,换手率达2.701%,成交量相比此前几个交易日有所放大。5月17日,华虹半导体股价小幅回暖,截至上午收盘报收40.20港元,涨幅仅为0.5%。行情来源:智通财经营收续创新高就一季度业绩来看,报喜的并非只有华虹半导体一家。2021年一季度主要晶圆代工企业都传出了业绩捷报。公开资料显示,一季度台积电、联电、中芯国际的营收增长率分别为16.7%、11.4%、22%,增势强劲。智通财经APP了解到,晶圆代工企业收入普遍大增,与市场上晶圆产能供不应求的局势颇有关联。据悉,目前市场需求饱满,现有产能无法满足客户的需求,多个产品细分市场都有缺货的情况。回看华虹半导体,对比前述竞品,公司一季度营收增速表现最优。据公司总裁兼执行董事唐均君介绍,华虹半导体在全线产品的强劲需求推动下,尤其是NOR flash、MCU、IGBT和CIS的带动下,使得公司业绩远高于收入指引和市场预期。以收入贡献来看,华虹半导体超过95%的收入来源于半导体晶圆的直接销售。其中,晶圆又可以划分为8寸晶圆和12寸晶圆。具体来看,报告期内8寸晶圆实现收入2.5亿美元,占比82.1%,规模同比上升24.7%;12寸晶圆实现收入5464.7万美元,占比17.9%,规模增速高达2294.7%。不难看出,12寸晶圆的强劲增长,是华虹半导体一季度业绩爆发的最大增量。横向对比同行颇值得称道,","listText":"对于华虹半导体(01347)的投资者而言,这两天公司股价的走势或许颇有些令人摸不着头脑。5月13日,华虹半导体发布2021年一季度业绩报告,报告期内公司销售收入再创新高,达3.05亿美元,同比增幅高达50.3%;实现净利润3310万美元,同比劲增63.1%;毛利率23.7%,同比提升2.6%。不过,业绩的报喜并未能刺激公司的股价。智通财经APP注意到,5月14日,华虹半导体股价高开低走,收盘报40港元/股,跌幅8.68%,全天成交14.22亿港元,换手率达2.701%,成交量相比此前几个交易日有所放大。5月17日,华虹半导体股价小幅回暖,截至上午收盘报收40.20港元,涨幅仅为0.5%。行情来源:智通财经营收续创新高就一季度业绩来看,报喜的并非只有华虹半导体一家。2021年一季度主要晶圆代工企业都传出了业绩捷报。公开资料显示,一季度台积电、联电、中芯国际的营收增长率分别为16.7%、11.4%、22%,增势强劲。智通财经APP了解到,晶圆代工企业收入普遍大增,与市场上晶圆产能供不应求的局势颇有关联。据悉,目前市场需求饱满,现有产能无法满足客户的需求,多个产品细分市场都有缺货的情况。回看华虹半导体,对比前述竞品,公司一季度营收增速表现最优。据公司总裁兼执行董事唐均君介绍,华虹半导体在全线产品的强劲需求推动下,尤其是NOR flash、MCU、IGBT和CIS的带动下,使得公司业绩远高于收入指引和市场预期。以收入贡献来看,华虹半导体超过95%的收入来源于半导体晶圆的直接销售。其中,晶圆又可以划分为8寸晶圆和12寸晶圆。具体来看,报告期内8寸晶圆实现收入2.5亿美元,占比82.1%,规模同比上升24.7%;12寸晶圆实现收入5464.7万美元,占比17.9%,规模增速高达2294.7%。不难看出,12寸晶圆的强劲增长,是华虹半导体一季度业绩爆发的最大增量。横向对比同行颇值得称道,","text":"对于华虹半导体(01347)的投资者而言,这两天公司股价的走势或许颇有些令人摸不着头脑。5月13日,华虹半导体发布2021年一季度业绩报告,报告期内公司销售收入再创新高,达3.05亿美元,同比增幅高达50.3%;实现净利润3310万美元,同比劲增63.1%;毛利率23.7%,同比提升2.6%。不过,业绩的报喜并未能刺激公司的股价。智通财经APP注意到,5月14日,华虹半导体股价高开低走,收盘报40港元/股,跌幅8.68%,全天成交14.22亿港元,换手率达2.701%,成交量相比此前几个交易日有所放大。5月17日,华虹半导体股价小幅回暖,截至上午收盘报收40.20港元,涨幅仅为0.5%。行情来源:智通财经营收续创新高就一季度业绩来看,报喜的并非只有华虹半导体一家。2021年一季度主要晶圆代工企业都传出了业绩捷报。公开资料显示,一季度台积电、联电、中芯国际的营收增长率分别为16.7%、11.4%、22%,增势强劲。智通财经APP了解到,晶圆代工企业收入普遍大增,与市场上晶圆产能供不应求的局势颇有关联。据悉,目前市场需求饱满,现有产能无法满足客户的需求,多个产品细分市场都有缺货的情况。回看华虹半导体,对比前述竞品,公司一季度营收增速表现最优。据公司总裁兼执行董事唐均君介绍,华虹半导体在全线产品的强劲需求推动下,尤其是NOR flash、MCU、IGBT和CIS的带动下,使得公司业绩远高于收入指引和市场预期。以收入贡献来看,华虹半导体超过95%的收入来源于半导体晶圆的直接销售。其中,晶圆又可以划分为8寸晶圆和12寸晶圆。具体来看,报告期内8寸晶圆实现收入2.5亿美元,占比82.1%,规模同比上升24.7%;12寸晶圆实现收入5464.7万美元,占比17.9%,规模增速高达2294.7%。不难看出,12寸晶圆的强劲增长,是华虹半导体一季度业绩爆发的最大增量。横向对比同行颇值得称道,","images":[{"img":"https://static.tigerbbs.com/289cc000861aa4473a4f73184863400c"},{"img":"https://static.tigerbbs.com/10793fedd3ae4d206ce46789b24e23a5"},{"img":"https://static.tigerbbs.com/57f82f9987ef6842d46391738d64a8bd"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/195092577","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":371814598,"gmtCreate":1618926709414,"gmtModify":1618926709414,"author":{"id":"3524813681209076","authorId":"3524813681209076","name":"bloodmai","avatar":"https://static.tigerbbs.com/274792ad85a35541a9c3fcfec363476f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3524813681209076","idStr":"3524813681209076"},"themes":[],"title":"","htmlText":"你太out了,华虹卡类只占代工产品的很小一部分,主要集中在1厂,况且现在早就不靠卡类赚利润了,现在8寸线有三条,目前状况都是满产,去年到今年客户想排都排不进,产品包括电源管理,显示驱动,高压工业开关驱动电路,还有IGBT产品,接下来还有车用电子,无锡7厂12寸产能马上也会上去,需要用到45nm以上的工业和民用电子芯片太多太多了,你对芯片的理解还太粗浅//@华芯:华虹半导体还会上涨吗? 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股价为何不涨反跌?","htmlText":"对于华虹半导体(01347)的投资者而言,这两天公司股价的走势或许颇有些令人摸不着头脑。5月13日,华虹半导体发布2021年一季度业绩报告,报告期内公司销售收入再创新高,达3.05亿美元,同比增幅高达50.3%;实现净利润3310万美元,同比劲增63.1%;毛利率23.7%,同比提升2.6%。不过,业绩的报喜并未能刺激公司的股价。智通财经APP注意到,5月14日,华虹半导体股价高开低走,收盘报40港元/股,跌幅8.68%,全天成交14.22亿港元,换手率达2.701%,成交量相比此前几个交易日有所放大。5月17日,华虹半导体股价小幅回暖,截至上午收盘报收40.20港元,涨幅仅为0.5%。行情来源:智通财经营收续创新高就一季度业绩来看,报喜的并非只有华虹半导体一家。2021年一季度主要晶圆代工企业都传出了业绩捷报。公开资料显示,一季度台积电、联电、中芯国际的营收增长率分别为16.7%、11.4%、22%,增势强劲。智通财经APP了解到,晶圆代工企业收入普遍大增,与市场上晶圆产能供不应求的局势颇有关联。据悉,目前市场需求饱满,现有产能无法满足客户的需求,多个产品细分市场都有缺货的情况。回看华虹半导体,对比前述竞品,公司一季度营收增速表现最优。据公司总裁兼执行董事唐均君介绍,华虹半导体在全线产品的强劲需求推动下,尤其是NOR flash、MCU、IGBT和CIS的带动下,使得公司业绩远高于收入指引和市场预期。以收入贡献来看,华虹半导体超过95%的收入来源于半导体晶圆的直接销售。其中,晶圆又可以划分为8寸晶圆和12寸晶圆。具体来看,报告期内8寸晶圆实现收入2.5亿美元,占比82.1%,规模同比上升24.7%;12寸晶圆实现收入5464.7万美元,占比17.9%,规模增速高达2294.7%。不难看出,12寸晶圆的强劲增长,是华虹半导体一季度业绩爆发的最大增量。横向对比同行颇值得称道,","listText":"对于华虹半导体(01347)的投资者而言,这两天公司股价的走势或许颇有些令人摸不着头脑。5月13日,华虹半导体发布2021年一季度业绩报告,报告期内公司销售收入再创新高,达3.05亿美元,同比增幅高达50.3%;实现净利润3310万美元,同比劲增63.1%;毛利率23.7%,同比提升2.6%。不过,业绩的报喜并未能刺激公司的股价。智通财经APP注意到,5月14日,华虹半导体股价高开低走,收盘报40港元/股,跌幅8.68%,全天成交14.22亿港元,换手率达2.701%,成交量相比此前几个交易日有所放大。5月17日,华虹半导体股价小幅回暖,截至上午收盘报收40.20港元,涨幅仅为0.5%。行情来源:智通财经营收续创新高就一季度业绩来看,报喜的并非只有华虹半导体一家。2021年一季度主要晶圆代工企业都传出了业绩捷报。公开资料显示,一季度台积电、联电、中芯国际的营收增长率分别为16.7%、11.4%、22%,增势强劲。智通财经APP了解到,晶圆代工企业收入普遍大增,与市场上晶圆产能供不应求的局势颇有关联。据悉,目前市场需求饱满,现有产能无法满足客户的需求,多个产品细分市场都有缺货的情况。回看华虹半导体,对比前述竞品,公司一季度营收增速表现最优。据公司总裁兼执行董事唐均君介绍,华虹半导体在全线产品的强劲需求推动下,尤其是NOR flash、MCU、IGBT和CIS的带动下,使得公司业绩远高于收入指引和市场预期。以收入贡献来看,华虹半导体超过95%的收入来源于半导体晶圆的直接销售。其中,晶圆又可以划分为8寸晶圆和12寸晶圆。具体来看,报告期内8寸晶圆实现收入2.5亿美元,占比82.1%,规模同比上升24.7%;12寸晶圆实现收入5464.7万美元,占比17.9%,规模增速高达2294.7%。不难看出,12寸晶圆的强劲增长,是华虹半导体一季度业绩爆发的最大增量。横向对比同行颇值得称道,","text":"对于华虹半导体(01347)的投资者而言,这两天公司股价的走势或许颇有些令人摸不着头脑。5月13日,华虹半导体发布2021年一季度业绩报告,报告期内公司销售收入再创新高,达3.05亿美元,同比增幅高达50.3%;实现净利润3310万美元,同比劲增63.1%;毛利率23.7%,同比提升2.6%。不过,业绩的报喜并未能刺激公司的股价。智通财经APP注意到,5月14日,华虹半导体股价高开低走,收盘报40港元/股,跌幅8.68%,全天成交14.22亿港元,换手率达2.701%,成交量相比此前几个交易日有所放大。5月17日,华虹半导体股价小幅回暖,截至上午收盘报收40.20港元,涨幅仅为0.5%。行情来源:智通财经营收续创新高就一季度业绩来看,报喜的并非只有华虹半导体一家。2021年一季度主要晶圆代工企业都传出了业绩捷报。公开资料显示,一季度台积电、联电、中芯国际的营收增长率分别为16.7%、11.4%、22%,增势强劲。智通财经APP了解到,晶圆代工企业收入普遍大增,与市场上晶圆产能供不应求的局势颇有关联。据悉,目前市场需求饱满,现有产能无法满足客户的需求,多个产品细分市场都有缺货的情况。回看华虹半导体,对比前述竞品,公司一季度营收增速表现最优。据公司总裁兼执行董事唐均君介绍,华虹半导体在全线产品的强劲需求推动下,尤其是NOR flash、MCU、IGBT和CIS的带动下,使得公司业绩远高于收入指引和市场预期。以收入贡献来看,华虹半导体超过95%的收入来源于半导体晶圆的直接销售。其中,晶圆又可以划分为8寸晶圆和12寸晶圆。具体来看,报告期内8寸晶圆实现收入2.5亿美元,占比82.1%,规模同比上升24.7%;12寸晶圆实现收入5464.7万美元,占比17.9%,规模增速高达2294.7%。不难看出,12寸晶圆的强劲增长,是华虹半导体一季度业绩爆发的最大增量。横向对比同行颇值得称道,","images":[{"img":"https://static.tigerbbs.com/289cc000861aa4473a4f73184863400c"},{"img":"https://static.tigerbbs.com/10793fedd3ae4d206ce46789b24e23a5"},{"img":"https://static.tigerbbs.com/57f82f9987ef6842d46391738d64a8bd"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/195092577","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}