信仰接盘的个人主页 - 老虎社区

信仰接盘

信仰接盘

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IP属地：重庆

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0勋章

06-20

有ps5为什么要买xbox

04-12

已阅英特尔 amd要倒闭了

中国要求电信运营商逐步淘汰外国芯片，英特尔和 AMD 遭受打击 - 华尔街日报

03-05

那证明amd确实有实力做出高性能卡索哈买入

媒体：AMD对华销售“定制版AI芯片”，被美政府认定“性能太强”阻拦

2023-07-31

$美国超微公司(AMD)$

2023-07-17

我警告花期有可能破产退市

AMD’s stock carries downside risk, Citi warns

2023-07-17

有毛病

AMD's Stock Carries Downside Risk, Citi Warns -- MarketWatch

2022-08-15

从来不买中概

中金：国企在美退市的含义与影响

2022-05-20

哈哈😄

被曝性骚扰空姐，还支付25万美元封口费？马斯克怒了

2022-05-04

神经了？

Piper Sandler：将AMD目标价从130美元下调至98美元

2022-04-30

$纳斯达克(.IXIC)$可以按刹拜登了

2022-02-15

$蔚来(NIO)$快撤吧

2022-01-10

$纳斯达克(.IXIC)$熔断吧

2021-12-01

$NQ100指数主连 2112(NQmain)$ 百分百诱多现在有什么利好加息时间越来越近还有个变种病毒

2021-11-30

$NQ100指数主连 2112(NQmain)$ 跌透好抄底

2021-11-09

加长自己教吧[流泪]

多部委发布关于做好校外培训广告管控的通知

2021-11-09

好我看你有多会吹[开心]

荣耀CEO赵明：突破舒适区在高端手机领域与苹果竞争

2021-10-29

$苹果(AAPL)$苹果应该📈供不应求了都

2021-10-27

$苹果(AAPL)$巨硬要超你了你准备拉垮到何时？

2021-10-27

🍎💊

微软市值达2.39万亿美元与苹果争夺“全球最具价值上市公司”

2021-10-27

$AMD(AMD)$拉垮啊空其他股不行吗？

去老虎APP查看更多动态

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))</p><p>    路透社4月12日 - 据《华尔街日报》周五报道，中国官员今年早些时候指示中国最大的电信运营商在2027年前逐步淘汰作为其网络核心的外国处理器，此举将打击美国芯片巨头<a href=\"https://laohu8.com/S/INTC\">英特尔</a>  和Advanced Micro Devices  。  </p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4527":"明星科技股","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4579":"人工智能","BK4550":"红杉资本持仓","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4141":"半导体产品","LU0056508442.USD":"贝莱德世界科技基金A2","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1989764664.SGD":"CPR Invest - Global Disruptive 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索哈买入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/280995392434456","repostId":"1103820284","repostType":2,"repost":{"id":"1103820284","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":1709630999,"share":"https://www.laohu8.com/m/news/1103820284?lang=&edition=full","pubTime":"2024-03-05 17:29","market":"us","language":"zh","title":"媒体：AMD对华销售“定制版AI芯片”，被美政府认定“性能太强”阻拦","url":"https://stock-news.laohu8.com/highlight/detail?id=1103820284","media":"老虎资讯综合","summary":"3月5日，据路透，美国超威半导体公司在向中国市场销售“定制版人工智能芯片”时，遇到了来自美国政府的阻碍。报道称，AMD尝试获得美国商务部的批准，以向中国客户出售AI芯片。报道援引知情人士的话称，AMD对华出售的“定制版AI芯片”性能低于该公司在中国以外地区销售的芯片性能，其设计是为了满足美国的出口管制。","content":"<html><head></head><body><p>3月5日，据路透，美国超威半导体公司(AMD)在向中国市场销售“定制版人工智能(AI)芯片”时，遇到了来自美国政府的阻碍。报道声称，这是华盛顿打击向中国出口“先进技术”计划的一部分。对于美方限制芯片出口的举动，中方曾表示，事实证明，“小院高墙”挡不住中国创新发展的步伐，也不利于包括美国企业在内整个产业的健康发展。</p><p>报道称，AMD尝试获得美国商务部的批准，以向中国客户出售AI芯片。报道援引知情人士的话称，AMD对华出售的“定制版AI芯片”性能低于该公司在中国以外地区销售的芯片性能，其设计是为了满足美国的出口管制。</p><p>报道说，美国官员宣称，相关芯片的性能“仍然过于强大”，AMD必须获得美国商务部下属工业和安全局的许可才能在中国销售。</p><p>受此消息影响，AMD美股盘前下跌3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/72e1301e2de517379a8080edb640d85e\" tg-width=\"871\" tg-height=\"835\"/></p></body></html>","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>媒体：AMD对华销售“定制版AI芯片”，被美政府认定“性能太强”阻拦</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n媒体：AMD对华销售“定制版AI芯片”，被美政府认定“性能太强”阻拦\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\">2024-03-05 17:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月5日，据路透，美国超威半导体公司(AMD)在向中国市场销售“定制版人工智能(AI)芯片”时，遇到了来自美国政府的阻碍。报道声称，这是华盛顿打击向中国出口“先进技术”计划的一部分。对于美方限制芯片出口的举动，中方曾表示，事实证明，“小院高墙”挡不住中国创新发展的步伐，也不利于包括美国企业在内整个产业的健康发展。</p><p>报道称，AMD尝试获得美国商务部的批准，以向中国客户出售AI芯片。报道援引知情人士的话称，AMD对华出售的“定制版AI芯片”性能低于该公司在中国以外地区销售的芯片性能，其设计是为了满足美国的出口管制。</p><p>报道说，美国官员宣称，相关芯片的性能“仍然过于强大”，AMD必须获得美国商务部下属工业和安全局的许可才能在中国销售。</p><p>受此消息影响，AMD美股盘前下跌3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/72e1301e2de517379a8080edb640d85e\" tg-width=\"871\" tg-height=\"835\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a593d85be38c3aa543ab3056553101ff","relate_stocks":{"IE00BMPRXR70.SGD":"Neuberger 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SGD-H"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103820284","content_text":"3月5日，据路透，美国超威半导体公司(AMD)在向中国市场销售“定制版人工智能(AI)芯片”时，遇到了来自美国政府的阻碍。报道声称，这是华盛顿打击向中国出口“先进技术”计划的一部分。对于美方限制芯片出口的举动，中方曾表示，事实证明，“小院高墙”挡不住中国创新发展的步伐，也不利于包括美国企业在内整个产业的健康发展。报道称，AMD尝试获得美国商务部的批准，以向中国客户出售AI芯片。报道援引知情人士的话称，AMD对华出售的“定制版AI芯片”性能低于该公司在中国以外地区销售的芯片性能，其设计是为了满足美国的出口管制。报道说，美国官员宣称，相关芯片的性能“仍然过于强大”，AMD必须获得美国商务部下属工业和安全局的许可才能在中国销售。受此消息影响，AMD美股盘前下跌3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":203881051730184,"gmtCreate":1690813822394,"gmtModify":1690813823302,"author":{"id":"3535856219166205","authorId":"3535856219166205","name":"信仰接盘","avatar":"https://static.tigerbbs.com/bb6e710950b9f1b0c57eabc3b7e0a5de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535856219166205","authorIdStr":"3535856219166205"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a>","text":"$美国超微公司(AMD)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/203881051730184","isVote":1,"tweetType":1,"viewCount":1194,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3524225052499434","authorId":"3524225052499434","name":"沙漠之周","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3524225052499434","authorIdStr":"3524225052499434"},"content":"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","html":"这篇文章不错，转发给大家看看"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":198861857321096,"gmtCreate":1689601661017,"gmtModify":1689601662396,"author":{"id":"3535856219166205","authorId":"3535856219166205","name":"信仰接盘","avatar":"https://static.tigerbbs.com/bb6e710950b9f1b0c57eabc3b7e0a5de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535856219166205","authorIdStr":"3535856219166205"},"themes":[],"htmlText":"我警告花期有可能破产退市","listText":"我警告花期有可能破产退市","text":"我警告花期有可能破产退市","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/198861857321096","repostId":"2352473492","repostType":2,"repost":{"id":"2352473492","kind":"highlight","pubTimestamp":1689601080,"share":"https://www.laohu8.com/m/news/2352473492?lang=&edition=full","pubTime":"2023-07-17 21:38","market":"us","language":"en","title":"AMD’s stock carries downside risk, Citi warns","url":"https://stock-news.laohu8.com/highlight/detail?id=2352473492","media":"marketwatch","summary":"Citi Research analyst Christopher Danely opened a downside 90-day catalyst watch on shares of Advanced Micro Devices Inc.          AMD,         -1.78%        Monday, warning of potential risks to key ","content":"<html><body><div itemprop=\"articleBody\" role=\"document\"> <div> <div> <div aria-hidden=\"true\"></div> </div> </div> <p>Citi Research analyst Christopher Danely opened a downside 90-day catalyst watch on shares of Advanced Micro Devices Inc.          AMD,         <bg-quote channel=\"/zigman2/quotes/208144392/composite\" field=\"percentchange\" format=\"0,000.00%\">-1.78%</bg-quote>        Monday, warning of potential risks to key markets. “We expect downside to estimates driven by the correction in the data center/gaming/embedded markets,” which are expected to make up about 84% of sales for the calendar year, he wrote. Danely has a neutral rating on AMD’s stock and said he sees possible downside to consensus expectations amid “strong expectations driven by the MI 300 chip ramp.” Meanwhile, the company’s market-share gains in servers could be offset by a general data-center slowdown. AMD shares were off 1.6% shortly after Monday’s open. </p> <div> </div> </div></body></html>","source":"mwatch_stock","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>AMD’s stock carries downside risk, Citi warns</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\">\nAMD’s stock carries downside risk, Citi warns\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-17 21:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.marketwatch.com/story/amds-stock-carries-downside-risk-citi-warns-6927d5b2?mod=newsviewer_click><strong>marketwatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Citi Research analyst Christopher Danely opened a downside 90-day catalyst watch on shares of Advanced Micro Devices Inc.          AMD,         -1.78%        Monday, warning of potential risks to key ...</p>\n\n<a href=\"https://www.marketwatch.com/story/amds-stock-carries-downside-risk-citi-warns-6927d5b2?mod=newsviewer_click\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://images.mktw.net/im-623028?size=1.777777777777778&width=220 220w","relate_stocks":{"LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","AMD":"美国超微公司","BK4512":"苹果概念","BK4504":"桥水持仓","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","GFS":"GLOBALFOUNDRIES Inc.","BK4529":"IDC概念","C":"花旗","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK4554":"元宇宙及AR概念","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","BK4532":"文艺复兴科技持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","BK4585":"ETF&股票定投概念","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4534":"瑞士信贷持仓","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4575":"芯片概念","BK4566":"资本集团","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4588":"碎股","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK4141":"半导体产品","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4207":"综合性银行","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","BK4573":"虚拟现实"},"source_url":"https://www.marketwatch.com/story/amds-stock-carries-downside-risk-citi-warns-6927d5b2?mod=newsviewer_click","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2352473492","content_text":"Citi Research analyst Christopher Danely opened a downside 90-day catalyst watch on shares of Advanced Micro Devices Inc.          AMD,         -1.78%        Monday, warning of potential risks to key markets. “We expect downside to estimates driven by the correction in the data center/gaming/embedded markets,” which are expected to make up about 84% of sales for the calendar year, he wrote. Danely has a neutral rating on AMD’s stock and said he sees possible downside to consensus expectations amid “strong expectations driven by the MI 300 chip ramp.” Meanwhile, the company’s market-share gains in servers could be offset by a general data-center slowdown. AMD shares were off 1.6% shortly after Monday’s open.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":198975102328864,"gmtCreate":1689601626419,"gmtModify":1689604214026,"author":{"id":"3535856219166205","authorId":"3535856219166205","name":"信仰接盘","avatar":"https://static.tigerbbs.com/bb6e710950b9f1b0c57eabc3b7e0a5de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535856219166205","authorIdStr":"3535856219166205"},"themes":[],"htmlText":"有毛病","listText":"有毛病","text":"有毛病","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/198975102328864","repostId":"2352734635","repostType":2,"repost":{"id":"2352734635","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1689601140,"share":"https://www.laohu8.com/m/news/2352734635?lang=&edition=full","pubTime":"2023-07-17 21:39","market":"us","language":"en","title":"AMD's Stock Carries Downside Risk, Citi Warns -- MarketWatch","url":"https://stock-news.laohu8.com/highlight/detail?id=2352734635","media":"Dow Jones","summary":"This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal.","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  Citi Research analyst Christopher Danely opened a downside 90-day catalyst watch on shares of Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> Monday, warning of potential risks to key markets. \"We expect downside to estimates driven by the correction in the data center/gaming/embedded markets,\" which are expected to make up about 84% of sales for the calendar year, he wrote. Danely has a neutral rating on AMD's stock and said he sees possible downside to consensus expectations amid \"strong expectations driven by the MI 300 chip ramp.\" Meanwhile, the company's market-share gains in servers could be offset by a general data-center slowdown. AMD shares were off 1.6% shortly after Monday's open. \n</p>\n<p>\n  -Emily Bary \n</p>\n<p>\n  For more from MarketWatch: http://www.marketwatch.com/newsviewer \n</p>\n<p>\n  This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 17, 2023 09:39 ET (13:39 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>","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>AMD's Stock Carries Downside Risk, Citi Warns -- MarketWatch</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\">\nAMD's Stock Carries Downside Risk, Citi Warns -- MarketWatch\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2023-07-17 21:39</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n  Citi Research analyst Christopher Danely opened a downside 90-day catalyst watch on shares of Advanced Micro Devices Inc. <a href=\"https://laohu8.com/S/AMD\">$(AMD)$</a> Monday, warning of potential risks to key markets. \"We expect downside to estimates driven by the correction in the data center/gaming/embedded markets,\" which are expected to make up about 84% of sales for the calendar year, he wrote. Danely has a neutral rating on AMD's stock and said he sees possible downside to consensus expectations amid \"strong expectations driven by the MI 300 chip ramp.\" Meanwhile, the company's market-share gains in servers could be offset by a general data-center slowdown. AMD shares were off 1.6% shortly after Monday's open. \n</p>\n<p>\n  -Emily Bary \n</p>\n<p>\n  For more from MarketWatch: http://www.marketwatch.com/newsviewer \n</p>\n<p>\n  This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 17, 2023 09:39 ET (13:39 GMT)\n</p>\n<p>\n  Copyright (c) 2023 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","BK4573":"虚拟现实","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4504":"桥水持仓","BK4512":"苹果概念","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","AMD.AU":"Arrow Minerals Ltd","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4529":"IDC概念","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK4534":"瑞士信贷持仓","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","BK4585":"ETF&股票定投概念","LU0082616367.USD":"摩根大通美国科技A（dist）","BK7095":"多种金属与采矿","LU0056508442.USD":"贝莱德世界科技基金A2","BK4575":"芯片概念","BK4566":"资本集团","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","GFS":"GLOBALFOUNDRIES Inc.","C":"花旗","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK7504":"锂钴概念","BK4588":"碎股","BK4141":"半导体产品","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4207":"综合性银行"},"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2352734635","content_text":"Citi Research analyst Christopher Danely opened a downside 90-day catalyst watch on shares of Advanced Micro Devices Inc. $(AMD)$ Monday, warning of potential risks to key markets. \"We expect downside to estimates driven by the correction in the data center/gaming/embedded markets,\" which are expected to make up about 84% of sales for the calendar year, he wrote. Danely has a neutral rating on AMD's stock and said he sees possible downside to consensus expectations amid \"strong expectations driven by the MI 300 chip ramp.\" Meanwhile, the company's market-share gains in servers could be offset by a general data-center slowdown. AMD shares were off 1.6% shortly after Monday's open. \n\n\n  -Emily Bary \n\n\n  For more from MarketWatch: http://www.marketwatch.com/newsviewer \n\n\n  This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  July 17, 2023 09:39 ET (13:39 GMT)\n\n\n  Copyright (c) 2023 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":1134,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":684413937,"gmtCreate":1660540484432,"gmtModify":1660540484432,"author":{"id":"3535856219166205","authorId":"3535856219166205","name":"信仰接盘","avatar":"https://static.tigerbbs.com/bb6e710950b9f1b0c57eabc3b7e0a5de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535856219166205","authorIdStr":"3535856219166205"},"themes":[],"htmlText":"从来不买中概","listText":"从来不买中概","text":"从来不买中概","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/684413937","repostId":"1156313349","repostType":4,"repost":{"id":"1156313349","kind":"news","pubTimestamp":1660533868,"share":"https://www.laohu8.com/m/news/1156313349?lang=&edition=full","pubTime":"2022-08-15 11:24","market":"us","language":"zh","title":"中金：国企在美退市的含义与影响","url":"https://stock-news.laohu8.com/highlight/detail?id=1156313349","media":"中金研究","summary":"国企退市基本符合预期，象征意义或大于实质，对港股上市地位和成交影响有限。","content":"<html><head></head><body><p>作者：刘刚 寇玥 张巍瀚等</p><p>2022年8月12日，<a href=\"https://laohu8.com/S/600028\">中国石化</a>、<a href=\"https://laohu8.com/S/601857\">中国石油</a>、<a href=\"https://laohu8.com/S/LFC\">中国人寿</a>、<a href=\"https://laohu8.com/S/ACH\">中国铝业</a>和<a href=\"https://laohu8.com/S/600688\">上海石化</a>等5家中国企业相继发布公告，将启动自愿将其美国存托股份从纽约交易所退市。随后，中国证监会表示上市和退市均属于资本市场常态，会尊重企业根据自身实际情况、按照境外上市地规则做出决定，且证监会将与境外有关监管机构保持沟通，共同维护企业和投资者合法权益。</p><p>尽管并非完全意外，但数家国企集中公告退市一时间仍引发广泛关注，尤其是在美上市中概股最终出路仍悬而未决的背景下。那么，上述国企为何退市、影响如何？对其他在美上市中概股又有何启示？就事件本身来说，我们认为国企退市基本符合预期，象征意义或大于实质，对港股上市地位和成交影响有限；但后续审计合作值得关注。回归港股并转为主要上市或成为主流选择。</p><p><b>事件影响：国企退市基本符合预期，象征意义或大于实质，对港股上市地位和成交影响有限；但后续审计合作值得关注</b></p><p><b>► 事件本身：国企退市基本符合预期。</b>2020年以来，中概股面临的外部监管环境不确定性持续增加。根据《外国公司问责法》以及美国证监会（SEC）随后出台的执行细则[3]，在美上市外国公司需要：1）提交审计底稿，若连续三年无法提供（截至2024年4月左右的财报季），或将面临退市风险；2）披露其与外国政府之间的关系并证明其没有被外国政府所有或控制。因此，作为国企，除了与其他中概股公司一样面临审计底稿的问题外，<b>更无法满足第二点要求，因此退市也在意料之中。</b></p><p><b>图表：拟从美股退市的部分中国企业</b></p><p><img src=\"https://static.tigerbbs.com/8ce25a2e6e1fded9a81b04fbf81ddb94\" tg-width=\"1080\" tg-height=\"243\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：Bloomberg，Wind，<a href=\"https://laohu8.com/S/601995\">中金公司</a>研究部</p><p>注：数据截止至2022年8月12日；估值基于彭博一致预期</p><p><b>图表：2020年以来，中概股面临的外部监管环境不确定性持续增加</b></p><p><img src=\"https://static.tigerbbs.com/17580c3810566ca623ccd7cedaa5f2d5\" tg-width=\"1080\" tg-height=\"282\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：中国证监会，美国证监会，港交所，<a href=\"https://laohu8.com/S/03908\">中金公司</a>研究部</p><p><b>图表：美国中概股2021年以来表现及关键事件梳理</b></p><p><img src=\"https://static.tigerbbs.com/1810251af338f1a7f3e65c0b84eb1d77\" tg-width=\"1080\" tg-height=\"477\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：Bloomberg，中金公司研究部</p><p>注：数据截止至2022年8月12日；估值基于彭博一致预期</p><p><b>► 直接影响：象征意义或大于实质，对港股上市地位和成交影响有限。</b>整体上，我们认为国企退市的实质影响有限，主要基于以下几点原因：</p><p><b>1）主上市地在香港。</b>与多数主上市地在美国的中资民营股不同，多数国企主上市地均是在香港、然后将在香港上市的股份存托美国作为存托凭证（ADR）挂牌交易，因此即便从美退市也不影响其港股原本的上市状态。</p><p><b>2）在美存托股份和成交都基本可以忽略。</b>与成交主要在美国的中资民营股不同，上述国企在美国存托的股份都非常小、成交也不活跃。以<a href=\"https://laohu8.com/S/601628\">中国人寿</a>为例，根据Bloomberg数据显示，其在美存托股份只占到公司整体股份的0.5%左右，过去30天日均成交占比（包括A股、港股以及ADR）约为6.9%，其他几家公司ADR占总股数比例也基本在1%以下（除上海石化约3.2%），因此即便从美国退市，对于其成交和港股市场流动性也影响有限。实际上，2021年5月和10月因为美国限制名单而退市的<a href=\"https://laohu8.com/S/CEO\">中海油</a>和三大电信运营商，其退市后对股价和成交的影响都相对有限，也可以说明这一点。当然，短期情绪上的冲击可能难以完全避免。</p><p><b>图表：拟退市国企在美存托股份多数只占到公司整体股份的不到1%</b></p><p><img src=\"https://static.tigerbbs.com/18f7c1f63c63383bf0eeac8ec75b8167\" tg-width=\"1080\" tg-height=\"360\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：Wind，中金公司研究部</p><p><b>图表：2021年多家国企从纽交所退市前后股价表现</b></p><p><img src=\"https://static.tigerbbs.com/2c2f68402b5351e979c85ad4c9ef35cd\" tg-width=\"1080\" tg-height=\"605\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：Wind，中金公司研究部</p><p><b>图表：<a href=\"https://laohu8.com/S/601600\">中国铝业</a>在美上市ADR日均成交远小于其港股</b></p><p><img src=\"https://static.tigerbbs.com/f3531aa2756b7c07567425c40119d9e1\" tg-width=\"860\" tg-height=\"536\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：Bloomberg，中金公司研究部</p><p><b>图表：中石油在美上市ADR日均成交额相对寡淡</b></p><p><img src=\"https://static.tigerbbs.com/51d964600b3b50763d18a582f40bc0dd\" tg-width=\"853\" tg-height=\"531\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：Bloomberg，中金公司研究部</p><p><b>图表：中国人寿在美上市ADR日均成交同样清淡</b></p><p><img src=\"https://static.tigerbbs.com/da274dc46abcc2cf8b7b260f71f940d7\" tg-width=\"852\" tg-height=\"534\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：Bloomberg，中金公司研究部</p><p><b>图表：上海石化在美上市ADR也是如此</b></p><p><img src=\"https://static.tigerbbs.com/17a95fcd77036882b59029e3f19c1ceb\" tg-width=\"871\" tg-height=\"533\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：Bloomberg，中金公司研究部</p><p><b>► 间接影响：其他中概股公司监管不确定性仍存，未来一年是关键窗口。不论从上市地位还是成交来看，5家国企退市的直接影响都相对有限，但是却会加大市场对于其他更多主上市地在美国的中概股面临退市风险的担忧。</b>目前，SEC已经将140余家中概股公司列入存在潜在退市风险的“确定识别名单”（Conclusive list of issuers identified    under the HFCAA）（其中7家中概股在“预识别名单”中）[4]，而上榜三次（2024年4月的财报季）将会面临退市风险。<b>对于这些企业而言，由于主上市地和主要成交都在美国，因此如果退市的话对其自身成交和港股流动性的影响都可能更大</b>。因此，未来中美监管合作走向将成为关键。往前看，我们预计其他国企（<a href=\"https://laohu8.com/S/CEA\">东方航空</a>等）和有可能涉及保密和数据安全的公司，仍不排除在现有监管框架下面临潜在退市风险。近期中美在各方面的摩擦增多，也加大了未来政策的不确定性，值得密切关注。</p><p><b>图表：赴港上市中概股在香港部分的占比呈现上升趋势，但主要成交仍还在美国</b></p><p><img src=\"https://static.tigerbbs.com/2b97654d3bd768cf0e8b4e397bce8c85\" tg-width=\"847\" tg-height=\"519\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：Bloomberg，Wind，中金公司研究部</p><p><b>前景展望：回归港股并转为主要上市或成为主流选择；短期或影响港股流动性，但长期优化港股结构并强化吸引力</b></p><p><b>外部不确定性将促使更多符合条件中概股回港。</b>自2018年上市制度改革以来，累计已有26家公司通过二次上市或双重主要上市回归港股（其中17家为二次上市，9家为主要上市）。往前看，在外部环境依然面临较大变数情况下，<b>我们预计更多符合条件的中概股公司回归港股、且采用或者转为主要上市方式将成为主流。</b>同时，我们认为港交所持续优化其上市制度也将为更多中概股回归和转为主要上市地位提供便利。基于目前的上市条件，我们测算仍将有27家公司符合回归条件。</p><p><b>图表：2018年上市制度改革以来，已有26支美国中概股通过二次上市和双重主要上市回归港股</b></p><p><img src=\"https://static.tigerbbs.com/12a93b870d10a16f66730142694141d0\" tg-width=\"1080\" tg-height=\"742\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：Bloomberg，Wind，中金公司研究部注：数据截止至2022年8月12日；估值基于彭博一致预期</p><p><b>图表：27家美国中概股或基本符合港股二次上市规则；部分优质头部公司可能选择双重主要上市</b></p><p><img src=\"https://static.tigerbbs.com/a7d3bfcc5eed2fec2879735e2b0b0b7b\" tg-width=\"1080\" tg-height=\"781\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：Bloomberg，Wind，中金公司研究部注：蓝色部分为按2021年6月至2022年7月每月末平均市值计算符合二次上市标准的公司；数据截止至2022年8月12日；估值基于彭博一致预期</p><p><b>方式上，采用或转为主要上市将成为主流。</b>相比作为海外上市主体“投影”的二次上市，选择双重主要上市方式回港可以使得在港上市地位不受海外的上市状况影响，且可以纳入港股通范围。实际上，我们注意到越来越多的公司，例如<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/BEKE\">贝壳</a>等多家中概股，选择双重主要上市回归港股，且<a href=\"https://laohu8.com/S/ZLAB\">再鼎医药</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>和<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>等公司也已经申请或完成了二次上市向主要上市地位的转换。我们测算，上述公司如果转为主要上市并纳入沪港通后，有望带来456亿港元的资金流入。</p><p><b>图表：若二次上市公司被纳入港股通合资格标的，可能带来的潜在被动资金测算</b></p><p><img src=\"https://static.tigerbbs.com/3885d81576f5e793c524b39c4de8f518\" tg-width=\"1080\" tg-height=\"459\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：港交所，Wind，中金公司研究部</p><p>注：数据截止至2022年8月12日</p><p><b>对港股影响：短期或有流动性和情绪扰动；但长期将有助于优化港股结构并强化吸引力。</b>大量中概股公司的回归和股份转到港股交易，的确将会对港股本就不非常充裕的流动性造成一定影响，目前已经回归的主要中概股公司在港交易的比例平均已达20%左右（如阿里巴巴20%，<a href=\"https://laohu8.com/S/JD\">京东</a>21%等）。我们测算，27家潜在回归公司新增融资和股份转换交易可能带来每年268亿港元的流动性吸收（相当于2021年全年港股主板IPO募资金额的8.8%）。不过，也有一些公司采用介绍上市方式（不新增融资，例如<a href=\"https://laohu8.com/S/NIO\">蔚来</a>和贝壳）可以减轻上述压力。但从中长期看，我们认为更多中概股公司的回归有助于进一步优化港股市场的结构，吸引资金沉淀，进而形成优质公司和资金的正反馈。此外，我们预计港股或将部分替代美股为中国创新企业（尤其是美元基金所投资的企业）的首选融资地之一，这都将进一步巩固港股市场作为区域金融中心以及中国“新经济桥头堡”的地位。</p><p><b>图表：目前已经回归的主要中概股公司在港交易的比例平均在20%左右，其中阿里巴巴20%、京东为21%</b></p><p><img src=\"https://static.tigerbbs.com/9a6cbec08d36f5af9b78d747d887a309\" tg-width=\"850\" tg-height=\"519\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：Bloomberg，Wind，中金公司研究部</p><p><b>图表：27家潜在回归公司新增融资和股份转换交易可能带来每年268亿港元的流动性吸收</b></p><p><img src=\"https://static.tigerbbs.com/1724151827ebc3ebd54d3164ab662f94\" tg-width=\"860\" tg-height=\"518\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：Bloomberg，Wind，中金公司研究部</p><p><b>图表：中概股回归路径解析</b></p><p><img src=\"https://static.tigerbbs.com/b44049cfd0774e005ccb4889581de6ce\" tg-width=\"1080\" tg-height=\"391\" referrerpolicy=\"no-referrer\"/></p><p>资料来源：港交所，中金公司研究部</p><p><b>图表：香港双重主要上市 vs. 二次上市对比</b></p><p><img src=\"https://static.tigerbbs.com/17cfb8c46386970f6b27c019450c0159\" tg-width=\"1080\" tg-height=\"622\" referrerpolicy=\"no-referrer\"/></p></body></html>","source":"lsy1580890610037","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>中金：国企在美退市的含义与影响</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n中金：国企在美退市的含义与影响\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-15 11:24 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/545296><strong>中金研究</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：刘刚 寇玥 张巍瀚等2022年8月12日，中国石化、中国石油、中国人寿、中国铝业和上海石化等5家中国企业相继发布公告，将启动自愿将其美国存托股份从纽约交易所退市。随后，中国证监会表示上市和退市均属于资本市场常态，会尊重企业根据自身实际情况、按照境外上市地规则做出决定，且证监会将与境外有关监管机构保持沟通，共同维护企业和投资者合法权益。尽管并非完全意外，但数家国企集中公告退市一时间仍引发广泛...</p>\n\n<a href=\"https://www.gelonghui.com/p/545296\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/47e33a86d5e66cd41b862df88137846f","relate_stocks":{"600028":"中国石化","600688":"上海石化","601600":"中国铝业","601628":"中国人寿","601857":"中国石油","02628":"中国人寿","HSI":"恒生指数","00857":"中国石油股份","ACH":"中国铝业","02600":"中国铝业"},"source_url":"https://www.gelonghui.com/p/545296","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156313349","content_text":"作者：刘刚 寇玥 张巍瀚等2022年8月12日，中国石化、中国石油、中国人寿、中国铝业和上海石化等5家中国企业相继发布公告，将启动自愿将其美国存托股份从纽约交易所退市。随后，中国证监会表示上市和退市均属于资本市场常态，会尊重企业根据自身实际情况、按照境外上市地规则做出决定，且证监会将与境外有关监管机构保持沟通，共同维护企业和投资者合法权益。尽管并非完全意外，但数家国企集中公告退市一时间仍引发广泛关注，尤其是在美上市中概股最终出路仍悬而未决的背景下。那么，上述国企为何退市、影响如何？对其他在美上市中概股又有何启示？就事件本身来说，我们认为国企退市基本符合预期，象征意义或大于实质，对港股上市地位和成交影响有限；但后续审计合作值得关注。回归港股并转为主要上市或成为主流选择。事件影响：国企退市基本符合预期，象征意义或大于实质，对港股上市地位和成交影响有限；但后续审计合作值得关注► 事件本身：国企退市基本符合预期。2020年以来，中概股面临的外部监管环境不确定性持续增加。根据《外国公司问责法》以及美国证监会（SEC）随后出台的执行细则[3]，在美上市外国公司需要：1）提交审计底稿，若连续三年无法提供（截至2024年4月左右的财报季），或将面临退市风险；2）披露其与外国政府之间的关系并证明其没有被外国政府所有或控制。因此，作为国企，除了与其他中概股公司一样面临审计底稿的问题外，更无法满足第二点要求，因此退市也在意料之中。图表：拟从美股退市的部分中国企业资料来源：Bloomberg，Wind，中金公司研究部注：数据截止至2022年8月12日；估值基于彭博一致预期图表：2020年以来，中概股面临的外部监管环境不确定性持续增加资料来源：中国证监会，美国证监会，港交所，中金公司研究部图表：美国中概股2021年以来表现及关键事件梳理资料来源：Bloomberg，中金公司研究部注：数据截止至2022年8月12日；估值基于彭博一致预期► 直接影响：象征意义或大于实质，对港股上市地位和成交影响有限。整体上，我们认为国企退市的实质影响有限，主要基于以下几点原因：1）主上市地在香港。与多数主上市地在美国的中资民营股不同，多数国企主上市地均是在香港、然后将在香港上市的股份存托美国作为存托凭证（ADR）挂牌交易，因此即便从美退市也不影响其港股原本的上市状态。2）在美存托股份和成交都基本可以忽略。与成交主要在美国的中资民营股不同，上述国企在美国存托的股份都非常小、成交也不活跃。以中国人寿为例，根据Bloomberg数据显示，其在美存托股份只占到公司整体股份的0.5%左右，过去30天日均成交占比（包括A股、港股以及ADR）约为6.9%，其他几家公司ADR占总股数比例也基本在1%以下（除上海石化约3.2%），因此即便从美国退市，对于其成交和港股市场流动性也影响有限。实际上，2021年5月和10月因为美国限制名单而退市的中海油和三大电信运营商，其退市后对股价和成交的影响都相对有限，也可以说明这一点。当然，短期情绪上的冲击可能难以完全避免。图表：拟退市国企在美存托股份多数只占到公司整体股份的不到1%资料来源：Wind，中金公司研究部图表：2021年多家国企从纽交所退市前后股价表现资料来源：Wind，中金公司研究部图表：中国铝业在美上市ADR日均成交远小于其港股资料来源：Bloomberg，中金公司研究部图表：中石油在美上市ADR日均成交额相对寡淡资料来源：Bloomberg，中金公司研究部图表：中国人寿在美上市ADR日均成交同样清淡资料来源：Bloomberg，中金公司研究部图表：上海石化在美上市ADR也是如此资料来源：Bloomberg，中金公司研究部► 间接影响：其他中概股公司监管不确定性仍存，未来一年是关键窗口。不论从上市地位还是成交来看，5家国企退市的直接影响都相对有限，但是却会加大市场对于其他更多主上市地在美国的中概股面临退市风险的担忧。目前，SEC已经将140余家中概股公司列入存在潜在退市风险的“确定识别名单”（Conclusive list of issuers identified    under the HFCAA）（其中7家中概股在“预识别名单”中）[4]，而上榜三次（2024年4月的财报季）将会面临退市风险。对于这些企业而言，由于主上市地和主要成交都在美国，因此如果退市的话对其自身成交和港股流动性的影响都可能更大。因此，未来中美监管合作走向将成为关键。往前看，我们预计其他国企（东方航空等）和有可能涉及保密和数据安全的公司，仍不排除在现有监管框架下面临潜在退市风险。近期中美在各方面的摩擦增多，也加大了未来政策的不确定性，值得密切关注。图表：赴港上市中概股在香港部分的占比呈现上升趋势，但主要成交仍还在美国资料来源：Bloomberg，Wind，中金公司研究部前景展望：回归港股并转为主要上市或成为主流选择；短期或影响港股流动性，但长期优化港股结构并强化吸引力外部不确定性将促使更多符合条件中概股回港。自2018年上市制度改革以来，累计已有26家公司通过二次上市或双重主要上市回归港股（其中17家为二次上市，9家为主要上市）。往前看，在外部环境依然面临较大变数情况下，我们预计更多符合条件的中概股公司回归港股、且采用或者转为主要上市方式将成为主流。同时，我们认为港交所持续优化其上市制度也将为更多中概股回归和转为主要上市地位提供便利。基于目前的上市条件，我们测算仍将有27家公司符合回归条件。图表：2018年上市制度改革以来，已有26支美国中概股通过二次上市和双重主要上市回归港股资料来源：Bloomberg，Wind，中金公司研究部注：数据截止至2022年8月12日；估值基于彭博一致预期图表：27家美国中概股或基本符合港股二次上市规则；部分优质头部公司可能选择双重主要上市资料来源：Bloomberg，Wind，中金公司研究部注：蓝色部分为按2021年6月至2022年7月每月末平均市值计算符合二次上市标准的公司；数据截止至2022年8月12日；估值基于彭博一致预期方式上，采用或转为主要上市将成为主流。相比作为海外上市主体“投影”的二次上市，选择双重主要上市方式回港可以使得在港上市地位不受海外的上市状况影响，且可以纳入港股通范围。实际上，我们注意到越来越多的公司，例如小鹏汽车、理想汽车、贝壳等多家中概股，选择双重主要上市回归港股，且再鼎医药、哔哩哔哩和阿里巴巴等公司也已经申请或完成了二次上市向主要上市地位的转换。我们测算，上述公司如果转为主要上市并纳入沪港通后，有望带来456亿港元的资金流入。图表：若二次上市公司被纳入港股通合资格标的，可能带来的潜在被动资金测算资料来源：港交所，Wind，中金公司研究部注：数据截止至2022年8月12日对港股影响：短期或有流动性和情绪扰动；但长期将有助于优化港股结构并强化吸引力。大量中概股公司的回归和股份转到港股交易，的确将会对港股本就不非常充裕的流动性造成一定影响，目前已经回归的主要中概股公司在港交易的比例平均已达20%左右（如阿里巴巴20%，京东21%等）。我们测算，27家潜在回归公司新增融资和股份转换交易可能带来每年268亿港元的流动性吸收（相当于2021年全年港股主板IPO募资金额的8.8%）。不过，也有一些公司采用介绍上市方式（不新增融资，例如蔚来和贝壳）可以减轻上述压力。但从中长期看，我们认为更多中概股公司的回归有助于进一步优化港股市场的结构，吸引资金沉淀，进而形成优质公司和资金的正反馈。此外，我们预计港股或将部分替代美股为中国创新企业（尤其是美元基金所投资的企业）的首选融资地之一，这都将进一步巩固港股市场作为区域金融中心以及中国“新经济桥头堡”的地位。图表：目前已经回归的主要中概股公司在港交易的比例平均在20%左右，其中阿里巴巴20%、京东为21%资料来源：Bloomberg，Wind，中金公司研究部图表：27家潜在回归公司新增融资和股份转换交易可能带来每年268亿港元的流动性吸收资料来源：Bloomberg，Wind，中金公司研究部图表：中概股回归路径解析资料来源：港交所，中金公司研究部图表：香港双重主要上市 vs. 二次上市对比","news_type":1},"isVote":1,"tweetType":1,"viewCount":1669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615528920,"gmtCreate":1653033568660,"gmtModify":1653033568660,"author":{"id":"3535856219166205","authorId":"3535856219166205","name":"信仰接盘","avatar":"https://static.tigerbbs.com/bb6e710950b9f1b0c57eabc3b7e0a5de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535856219166205","authorIdStr":"3535856219166205"},"themes":[],"htmlText":"哈哈😄","listText":"哈哈😄","text":"哈哈😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615528920","repostId":"1103096334","repostType":4,"repost":{"id":"1103096334","kind":"news","pubTimestamp":1653032500,"share":"https://www.laohu8.com/m/news/1103096334?lang=&edition=full","pubTime":"2022-05-20 15:41","market":"us","language":"zh","title":"被曝性骚扰空姐，还支付25万美元封口费？马斯克怒了","url":"https://stock-news.laohu8.com/highlight/detail?id=1103096334","media":"每日经济新闻","summary":"马斯克在其个人推特称“应该从政治角度看待针对我的攻击”。","content":"<div>\n<p>据上游新闻报道，近日，美国媒体报道称埃隆·马斯克涉及一桩旧日丑闻，2018年，马斯克通过旗下美国太空探索技术公司向一名空姐支付了25万美元(约合170万元人民币)封口费，以了结对马斯克的不当性行为指控。据报道，这名空姐是按照合同为SpaceX公务机机队工作的空乘人员。根据采访以及获取的文件显示，她指控马斯克向她暴露私处，在未经同意的情况下抚摸她的腿，并提出给她买一匹马以换取色情按摩。空姐曝光马斯克...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/7bGnfhR-Crg7POpz2XIoxQ\">Web Link</a>\n\n</div>\n","source":"mrjjxw","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>被曝性骚扰空姐，还支付25万美元封口费？马斯克怒了</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n被曝性骚扰空姐，还支付25万美元封口费？马斯克怒了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-05-20 15:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/7bGnfhR-Crg7POpz2XIoxQ><strong>每日经济新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据上游新闻报道，近日，美国媒体报道称埃隆·马斯克涉及一桩旧日丑闻，2018年，马斯克通过旗下美国太空探索技术公司向一名空姐支付了25万美元(约合170万元人民币)封口费，以了结对马斯克的不当性行为指控。据报道，这名空姐是按照合同为SpaceX公务机机队工作的空乘人员。根据采访以及获取的文件显示，她指控马斯克向她暴露私处，在未经同意的情况下抚摸她的腿，并提出给她买一匹马以换取色情按摩。空姐曝光马斯克...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/7bGnfhR-Crg7POpz2XIoxQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e3988a75d33e2b4f95370655c056098","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://mp.weixin.qq.com/s/7bGnfhR-Crg7POpz2XIoxQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103096334","content_text":"据上游新闻报道，近日，美国媒体报道称埃隆·马斯克涉及一桩旧日丑闻，2018年，马斯克通过旗下美国太空探索技术公司向一名空姐支付了25万美元(约合170万元人民币)封口费，以了结对马斯克的不当性行为指控。据报道，这名空姐是按照合同为SpaceX公务机机队工作的空乘人员。根据采访以及获取的文件显示，她指控马斯克向她暴露私处，在未经同意的情况下抚摸她的腿，并提出给她买一匹马以换取色情按摩。空姐曝光马斯克性丑闻称封口费25万美元据报道，这起事件发生在2016年，该乘务员的一位朋友签署了一份声明准备支持她的指控。这篇报道的细节来自这份声明以及其他文件。根据这一声明，这位空姐向其朋友透露，在接受空姐工作后，她被鼓励去申请按摩师执照，这样她就可以给马斯克按摩了。她告诉这位朋友，在马斯克的湾流G650ER私人飞机的一间私人舱里为他做按摩时，马斯克向她提出了性要求。2018年，这位空姐聘请了一名加州就业律师，并向该公司的人力资源部门发送了一份投诉，详细描述了这一事件。她的投诉在一名调解员的调停会议后迅速得到解决，马斯克亲自参加了这场会议。此事从未进入法院或仲裁程序。2018年11月，马斯克、SpaceX和这名空姐达成了一项离职协议，向空服人员支付25万美元。作为交换，该空姐承诺不会起诉马斯克。对于美国媒体的旧事重提，马斯克近日发邮件回应称，他需要更多时间来回复这个指控，并表示“这个故事还有很多内容”“如果我有性骚扰的倾向，这也不太可能是我30年职业生涯中第一次被曝光”。马斯克在其个人推特称“应该从政治角度看待针对我的攻击”，他还将另一条推特置顶——“过去我投票给民主党，因为他们大多数时候是善良的政党，但是他们已经变成了分裂和仇恨的政党，所以我不能再支持他们，我将投票给共和党。现在，看他们针对我的肮脏伎俩展开...\"截图来源：马斯克推特特斯拉被移出标普500ESG指数马斯克称ESG是一场骗局最近的马斯克貌似不太如意，据澎湃新闻援引路透社5月18日报道，特斯拉被标准普尔道琼斯指数公司从标普500 ESG指数中移除。理由是目前特斯拉正受到的种族歧视指控，以及正在接受监管机构对其自动驾驶相关车祸的调查。对此，特斯拉CEO埃隆·马斯克连发多条推特反击，直呼ESG是一个骗局，并称标准普尔全球评级没有职业操守。在推文中，马斯克引用了一张讽刺ESG是对左翼分子的迎合，并表示，“特斯拉对环境的贡献远超其他公司。”图片来源：视觉中国-VCG111307816275在另一条推文中，他写道，“埃克森（埃克森美孚，全球石油天然气巨头）位列环境、社会和公司治理（ESG）全球十佳，然而特斯拉压根不在名单上！ESG是一场骗局。它已成为虚假的社会正义战士的武器。”这是近一个月马斯克第二次炮轰ESG，4月初，因为一些石油公司的ESG评级高过特斯拉，马斯克抨击ESG评级虚假且毫无意义。紧接着，特斯拉的一位董事会成员对马斯克上述言论进行澄清时说到，特斯拉并不是在谴责ESG投资，而是敦促ESG评级可以公平地评估企业的积极影响和消极影响，目前的评级往往侧重于减少消极影响，而忽视了积极影响。官网显示，标普500 ESG于2019年推出。标普500 ESG指数选股考虑了标普道琼斯指数ESG评分、市值因素等，标普500 ESG指数的目标是广泛覆盖标普500指数中的各类公司，保持相近的回报水平，同时提供更好的ESG特征。特斯拉股价较最高点跌超40%“最牛散户”呼吁回购股票当地时间5月19日，特斯拉股价盘前再度跌破700美元关口，截至当日收盘，特斯拉股价微跌0.05%，报709.42美元/股。特斯拉目前股价距离去年11月的历史高点1243.49美元/股下跌幅度已经超过40%。据证券时报报道，特斯拉股价持续下跌，被称为特斯拉“最牛散户”的亿万富翁Leo Koguan（廖凯原）周四在社交媒体上呼吁，鉴于公司股价持续下跌，特斯拉应立即宣布回购150亿美元（约合1000亿人民币）股票的计划。Leo Koguan（廖凯原）在给特斯拉投资者关系高级总监的Martin 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10:56","market":"us","language":"zh","title":"Piper Sandler：将AMD目标价从130美元下调至98美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2232012417","media":"金十数据","summary":"Piper Sandler：将AMD目标价从130美元下调至98美元。","content":"<html><body><div>\n<p><img border=\"0\" height=\"275\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=105.AMD&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"577\"/></p><p>　　Piper Sandler:将<a href=\"https://laohu8.com/S/AMD\">AMD</a>目标价从130美元下调至98美元。</p><p>（文章来源：金十数据）</p>\n</div></body></html>","source":"stock_eastmoney","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>Piper Sandler：将AMD目标价从130美元下调至98美元</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","GFS":"GLOBALFOUNDRIES Inc."},"source_url":"http://hk.eastmoney.com/a/202205042367750210.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2232012417","content_text":"Piper Sandler:将AMD目标价从130美元下调至98美元。（文章来源：金十数据）","news_type":1},"isVote":1,"tweetType":1,"viewCount":1565,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":616079923,"gmtCreate":1651261348763,"gmtModify":1651261348763,"author":{"id":"3535856219166205","authorId":"3535856219166205","name":"信仰接盘","avatar":"https://static.tigerbbs.com/bb6e710950b9f1b0c57eabc3b7e0a5de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535856219166205","authorIdStr":"3535856219166205"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>可以按刹拜登了","listText":"<a 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现在有什么利好 加息时间越来越近 还有个变种病毒","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/603987936","isVote":1,"tweetType":1,"viewCount":2437,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609157379,"gmtCreate":1638256759625,"gmtModify":1638256759625,"author":{"id":"3535856219166205","authorId":"3535856219166205","name":"信仰接盘","avatar":"https://static.tigerbbs.com/bb6e710950b9f1b0c57eabc3b7e0a5de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535856219166205","authorIdStr":"3535856219166205"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2112(NQmain)$&nbsp;</a>跌透好抄底","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2112(NQmain)$&nbsp;</a>跌透好抄底","text":"$NQ100指数主连 2112(NQmain)$ 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17:02","market":"sh","language":"zh","title":"多部委发布关于做好校外培训广告管控的通知","url":"https://stock-news.laohu8.com/highlight/detail?id=1148387135","media":"老虎资讯综合","summary":"市场监管总局、中央宣传部、中央网信办、教育部、民政部、住房城乡建设部、国务院国资委、广电总局关于做好校外培训广告管控的通知：严格落实有关政策文件要求，不区分学科类、非学科类，要确保做到主流媒体及其新媒","content":"<p>市场监管总局、中央宣传部、中央网信办、教育部、民政部、住房城乡建设部、国务院国资委、广电总局关于做好校外培训广告管控的通知：严格落实有关政策文件要求，不区分学科类、非学科类，要确保做到主流媒体及其新媒体、网络平台以及公共场所、居民区等线上线下空间不刊登、不播发面向中小学（含幼儿园）的校外培训广告。</p>\n<p>关于做好校外培训广告管控的通知</p>\n<p>各省、自治区、直辖市和新疆生产建设兵团市场监管局（厅、委）、党委宣传部、网信办、教育厅（教委）、民政厅（局）、住房和城乡建设厅（委、管委、局）、国资委、广播电视局（文化体育广电和旅游局）：</p>\n<p>为贯彻落实中共中央办公厅、国务院办公厅印发的《关于进一步减轻义务教育阶段学生作业负担和校外培训负担的意见》，指导各地做好校外培训广告管控工作，现就有关事项通知如下。</p>\n<p>一、组织清理整治</p>\n<p>（一）目标要求。严格落实有关政策文件要求，不区分学科类、非学科类，要确保做到主流媒体及其新媒体、网络平台以及公共场所、居民区等线上线下空间不刊登、不播发面向中小学（含幼儿园）的校外培训广告。要集中时间、集中力量对主流媒体及其新媒体、网络平台以及公共场所、居民区等线上线下空间校外培训广告开展全面排查，清理存量、杜绝增量。要综合运用舆论引导、企业自律、行业管理、市场准入、监管执法、社会共治等多种手段，确保“双减”政策要求落实到位。</p>\n<p>（二）组织传播平台自查。立即组织主流媒体及其新媒体、网络平台企业、户外广告位经营管理单位等相关市场主体开展自查整改。要求相关传播平台全面梳理在播、在刊广告，发现校外培训广告立即停止刊播。进一步完善广告发布审核制度，堵塞管理漏洞，尤其注意防止以节（栏）目、“软文”等方式变相发布校外培训广告。对于未按要求停止刊播的，由有关部门依法依规追究相关单位和人员责任；广告内容虚假违法且未按期自行整改的，依法从重处罚。</p>\n<p>（三）加大监管力度。要畅通举报投诉途径、加大线索梳理和广告监测力度，及时发现、制止发布校外培训广告行为。要结合地方实际，对辖区内重点媒体、网络平台企业、主要校外培训机构以及广告经营、制作企业开展联合约谈，适时组织联合执法行动，形成高压态势。要依法从严查处利用节（栏）目、“软文”等方式变相发布校外培训广告的行为，对于夸大培训效果、误导公众教育观念、制造焦虑的虚假违法校外培训广告依法从重处罚。要加大校园内及校园周边环境整治力度，严厉查处在中小学校、幼儿园内开展商业广告活动以及利用中小学和幼儿园的教材、教辅材料、练习册、文具、教具、校服、校车等发布或变相发布广告的行为。要适时曝光典型违法违规案例，形成有效震慑。</p>\n<p>二、加强日常管控</p>\n<p>（一）强化广告管控与校外培训机构审批管理的协同。市场监管部门要会同行业主管部门将校外培训广告管控纳入对校外培训机构日常监管和专项检查的范围。对于违反政策规定发布校外培训广告的校外培训机构，要加大对其日常监管力度和随机抽查频次。要将校外培训机构广告活动情况作为对其相关资质管理的重要内容，对于多次违规发布校外培训广告或者发布虚假违法校外培训广告情节恶劣的，要依法依规予以处理。</p>\n<p>（二）强化广告管控与媒体管理的协同。要将校外培训广告管控纳入报纸、期刊、广播、电视等传统媒体行业管理重点内容，对于违反政策代理、制作、刊登、播发校外培训广告的传统媒体单位，要依法依规追究单位及有关人员责任。要将校外培训广告管控纳入互联网信息管理的重点内容，对于违反政策代理、制作、刊登、播发校外培训广告的电商平台和其他互联网企业，要坚决依法处置。</p>\n<p>（三）强化国有企业等单位所属广告牌和广告位的管控。要将不刊登、不播发校外培训广告作为加强国有企业管理的一项工作任务，坚决杜绝铁路、地铁、公交车、国有厂矿单位以及公交站台所属广告牌广告位刊发校外培训广告。</p>\n<p>（四）支持基层开展户外广告日常管理。要调动乡镇、街道主动参与校外培训广告管控工作的积极性，支持基层对商业楼宇、居民区等进行网格化管理，加大排查力度，及时发现和制止发布校外培训广告行为。要结合地方实际，积极组织、支持、引导社区工作者、志愿者等加入广告管控工作，发挥社会共治效果。</p>\n<p>三、健全管控机制</p>\n<p>（一）强化跨部门协同监管。要充分发挥“双减”工作专门协调机制作用，做好校外培训广告管控工作。宣传、网信、广电、新闻出版等部门要加强对广播电视、报纸、期刊和网络平台的管理，确保各类线上线下传播平台落实好政策要求。市场监管部门会同教育等有关部门强化对校外培训广告监管，加强广告执法，严厉打击相关虚假违法广告。教育部门、民政部门按照职责分工，依法做好校外培训机构的年审年检工作，对经市场监管等有关部门确认并移交的校外培训机构违法违规发布校外培训广告的情形，依法在年检、评估、信用信息管理等工作中作出相应处理。国有资产管理部门要督促、指导国有企业落实政策要求，加强对所属广告位、广告牌的管理。城市管理部门要做好对城市公共场所广告位、广告牌设施设置的管理工作。市场监管部门要会同城市管理部门加强对校园周边等重点区域的排查，依法制止随意散发校外培训宣传品的行为，保持校园周边环境干净有序。</p>\n<p>（二）强化分析研判和舆情应对。建立健全信息共享和分析研判机制，及时发现变相、变种校外培训广告，完善管控手段。针对广告的宣传舆论属性，建立健全重点舆情联合应对机制，对涉校外培训广告舆情联合研判、联合应对，及时处置舆情事件。</p>\n<p>（三）强化信用监管和行业自律。推动信用监管与行业监管联动，加强严重违法失信名单管理，建立健全失信联合惩戒制度，依法依规严惩制作、发布虚假违法校外培训广告行为。引导行业自律，充分发挥行业协会作用，推动相关市场主体自觉遵守有关政策要求。</p>\n<p>四、抓好组织实施</p>\n<p>（一）加强组织领导。要在地方党委、政府统一领导下，把做好校外培训广告管控工作作为一项重要政治任务，切实做到认识到位、措施到位、责任到位。要制定广告管控工作方案，加强对当地主要校外培训机构、主流媒体及其新媒体、网络平台等的重点监管，做好对学校、商业楼宇、居民小区等区域的日常监管。</p>\n<p>（二）强化督促指导。要将校外培训广告管控纳入教育督导范围，层层传导压力、压实责任。要加强条线指导，综合施策，积极稳妥推进工作，让校外培训广告管控工作得到群众拥护、社会理解和市场主体信服。要及时研判形势、更新管控措施，有效应对变相发布校外培训广告等新问题。</p>\n<p>（三）做好宣传引导。要加强政策宣传解读，消除社会误读误解。要加强对学生、家长的引导，通过开展家访活动、印发宣传资料、制作发布公益广告等多种形式，宣传国家政策要求，宣讲正确的育人观念，缓解家长焦虑情绪。</p>\n<p>各地有关部门要及时总结成绩和存在的问题，向上级机关报告。</p>\n<p>市场监管总局中央宣传部中央网信办</p>\n<p>教育部民政部住房城乡建设部</p>\n<p>国务院国资委广电总局</p>\n<p>2021年11月3日</p>","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n多部委发布关于做好校外培训广告管控的通知\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\">2021-11-09 17:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>市场监管总局、中央宣传部、中央网信办、教育部、民政部、住房城乡建设部、国务院国资委、广电总局关于做好校外培训广告管控的通知：严格落实有关政策文件要求，不区分学科类、非学科类，要确保做到主流媒体及其新媒体、网络平台以及公共场所、居民区等线上线下空间不刊登、不播发面向中小学（含幼儿园）的校外培训广告。</p>\n<p>关于做好校外培训广告管控的通知</p>\n<p>各省、自治区、直辖市和新疆生产建设兵团市场监管局（厅、委）、党委宣传部、网信办、教育厅（教委）、民政厅（局）、住房和城乡建设厅（委、管委、局）、国资委、广播电视局（文化体育广电和旅游局）：</p>\n<p>为贯彻落实中共中央办公厅、国务院办公厅印发的《关于进一步减轻义务教育阶段学生作业负担和校外培训负担的意见》，指导各地做好校外培训广告管控工作，现就有关事项通知如下。</p>\n<p>一、组织清理整治</p>\n<p>（一）目标要求。严格落实有关政策文件要求，不区分学科类、非学科类，要确保做到主流媒体及其新媒体、网络平台以及公共场所、居民区等线上线下空间不刊登、不播发面向中小学（含幼儿园）的校外培训广告。要集中时间、集中力量对主流媒体及其新媒体、网络平台以及公共场所、居民区等线上线下空间校外培训广告开展全面排查，清理存量、杜绝增量。要综合运用舆论引导、企业自律、行业管理、市场准入、监管执法、社会共治等多种手段，确保“双减”政策要求落实到位。</p>\n<p>（二）组织传播平台自查。立即组织主流媒体及其新媒体、网络平台企业、户外广告位经营管理单位等相关市场主体开展自查整改。要求相关传播平台全面梳理在播、在刊广告，发现校外培训广告立即停止刊播。进一步完善广告发布审核制度，堵塞管理漏洞，尤其注意防止以节（栏）目、“软文”等方式变相发布校外培训广告。对于未按要求停止刊播的，由有关部门依法依规追究相关单位和人员责任；广告内容虚假违法且未按期自行整改的，依法从重处罚。</p>\n<p>（三）加大监管力度。要畅通举报投诉途径、加大线索梳理和广告监测力度，及时发现、制止发布校外培训广告行为。要结合地方实际，对辖区内重点媒体、网络平台企业、主要校外培训机构以及广告经营、制作企业开展联合约谈，适时组织联合执法行动，形成高压态势。要依法从严查处利用节（栏）目、“软文”等方式变相发布校外培训广告的行为，对于夸大培训效果、误导公众教育观念、制造焦虑的虚假违法校外培训广告依法从重处罚。要加大校园内及校园周边环境整治力度，严厉查处在中小学校、幼儿园内开展商业广告活动以及利用中小学和幼儿园的教材、教辅材料、练习册、文具、教具、校服、校车等发布或变相发布广告的行为。要适时曝光典型违法违规案例，形成有效震慑。</p>\n<p>二、加强日常管控</p>\n<p>（一）强化广告管控与校外培训机构审批管理的协同。市场监管部门要会同行业主管部门将校外培训广告管控纳入对校外培训机构日常监管和专项检查的范围。对于违反政策规定发布校外培训广告的校外培训机构，要加大对其日常监管力度和随机抽查频次。要将校外培训机构广告活动情况作为对其相关资质管理的重要内容，对于多次违规发布校外培训广告或者发布虚假违法校外培训广告情节恶劣的，要依法依规予以处理。</p>\n<p>（二）强化广告管控与媒体管理的协同。要将校外培训广告管控纳入报纸、期刊、广播、电视等传统媒体行业管理重点内容，对于违反政策代理、制作、刊登、播发校外培训广告的传统媒体单位，要依法依规追究单位及有关人员责任。要将校外培训广告管控纳入互联网信息管理的重点内容，对于违反政策代理、制作、刊登、播发校外培训广告的电商平台和其他互联网企业，要坚决依法处置。</p>\n<p>（三）强化国有企业等单位所属广告牌和广告位的管控。要将不刊登、不播发校外培训广告作为加强国有企业管理的一项工作任务，坚决杜绝铁路、地铁、公交车、国有厂矿单位以及公交站台所属广告牌广告位刊发校外培训广告。</p>\n<p>（四）支持基层开展户外广告日常管理。要调动乡镇、街道主动参与校外培训广告管控工作的积极性，支持基层对商业楼宇、居民区等进行网格化管理，加大排查力度，及时发现和制止发布校外培训广告行为。要结合地方实际，积极组织、支持、引导社区工作者、志愿者等加入广告管控工作，发挥社会共治效果。</p>\n<p>三、健全管控机制</p>\n<p>（一）强化跨部门协同监管。要充分发挥“双减”工作专门协调机制作用，做好校外培训广告管控工作。宣传、网信、广电、新闻出版等部门要加强对广播电视、报纸、期刊和网络平台的管理，确保各类线上线下传播平台落实好政策要求。市场监管部门会同教育等有关部门强化对校外培训广告监管，加强广告执法，严厉打击相关虚假违法广告。教育部门、民政部门按照职责分工，依法做好校外培训机构的年审年检工作，对经市场监管等有关部门确认并移交的校外培训机构违法违规发布校外培训广告的情形，依法在年检、评估、信用信息管理等工作中作出相应处理。国有资产管理部门要督促、指导国有企业落实政策要求，加强对所属广告位、广告牌的管理。城市管理部门要做好对城市公共场所广告位、广告牌设施设置的管理工作。市场监管部门要会同城市管理部门加强对校园周边等重点区域的排查，依法制止随意散发校外培训宣传品的行为，保持校园周边环境干净有序。</p>\n<p>（二）强化分析研判和舆情应对。建立健全信息共享和分析研判机制，及时发现变相、变种校外培训广告，完善管控手段。针对广告的宣传舆论属性，建立健全重点舆情联合应对机制，对涉校外培训广告舆情联合研判、联合应对，及时处置舆情事件。</p>\n<p>（三）强化信用监管和行业自律。推动信用监管与行业监管联动，加强严重违法失信名单管理，建立健全失信联合惩戒制度，依法依规严惩制作、发布虚假违法校外培训广告行为。引导行业自律，充分发挥行业协会作用，推动相关市场主体自觉遵守有关政策要求。</p>\n<p>四、抓好组织实施</p>\n<p>（一）加强组织领导。要在地方党委、政府统一领导下，把做好校外培训广告管控工作作为一项重要政治任务，切实做到认识到位、措施到位、责任到位。要制定广告管控工作方案，加强对当地主要校外培训机构、主流媒体及其新媒体、网络平台等的重点监管，做好对学校、商业楼宇、居民小区等区域的日常监管。</p>\n<p>（二）强化督促指导。要将校外培训广告管控纳入教育督导范围，层层传导压力、压实责任。要加强条线指导，综合施策，积极稳妥推进工作，让校外培训广告管控工作得到群众拥护、社会理解和市场主体信服。要及时研判形势、更新管控措施，有效应对变相发布校外培训广告等新问题。</p>\n<p>（三）做好宣传引导。要加强政策宣传解读，消除社会误读误解。要加强对学生、家长的引导，通过开展家访活动、印发宣传资料、制作发布公益广告等多种形式，宣传国家政策要求，宣讲正确的育人观念，缓解家长焦虑情绪。</p>\n<p>各地有关部门要及时总结成绩和存在的问题，向上级机关报告。</p>\n<p>市场监管总局中央宣传部中央网信办</p>\n<p>教育部民政部住房城乡建设部</p>\n<p>国务院国资委广电总局</p>\n<p>2021年11月3日</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9730389e2c12f92286a75c147f1ce1db","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148387135","content_text":"市场监管总局、中央宣传部、中央网信办、教育部、民政部、住房城乡建设部、国务院国资委、广电总局关于做好校外培训广告管控的通知：严格落实有关政策文件要求，不区分学科类、非学科类，要确保做到主流媒体及其新媒体、网络平台以及公共场所、居民区等线上线下空间不刊登、不播发面向中小学（含幼儿园）的校外培训广告。\n关于做好校外培训广告管控的通知\n各省、自治区、直辖市和新疆生产建设兵团市场监管局（厅、委）、党委宣传部、网信办、教育厅（教委）、民政厅（局）、住房和城乡建设厅（委、管委、局）、国资委、广播电视局（文化体育广电和旅游局）：\n为贯彻落实中共中央办公厅、国务院办公厅印发的《关于进一步减轻义务教育阶段学生作业负担和校外培训负担的意见》，指导各地做好校外培训广告管控工作，现就有关事项通知如下。\n一、组织清理整治\n（一）目标要求。严格落实有关政策文件要求，不区分学科类、非学科类，要确保做到主流媒体及其新媒体、网络平台以及公共场所、居民区等线上线下空间不刊登、不播发面向中小学（含幼儿园）的校外培训广告。要集中时间、集中力量对主流媒体及其新媒体、网络平台以及公共场所、居民区等线上线下空间校外培训广告开展全面排查，清理存量、杜绝增量。要综合运用舆论引导、企业自律、行业管理、市场准入、监管执法、社会共治等多种手段，确保“双减”政策要求落实到位。\n（二）组织传播平台自查。立即组织主流媒体及其新媒体、网络平台企业、户外广告位经营管理单位等相关市场主体开展自查整改。要求相关传播平台全面梳理在播、在刊广告，发现校外培训广告立即停止刊播。进一步完善广告发布审核制度，堵塞管理漏洞，尤其注意防止以节（栏）目、“软文”等方式变相发布校外培训广告。对于未按要求停止刊播的，由有关部门依法依规追究相关单位和人员责任；广告内容虚假违法且未按期自行整改的，依法从重处罚。\n（三）加大监管力度。要畅通举报投诉途径、加大线索梳理和广告监测力度，及时发现、制止发布校外培训广告行为。要结合地方实际，对辖区内重点媒体、网络平台企业、主要校外培训机构以及广告经营、制作企业开展联合约谈，适时组织联合执法行动，形成高压态势。要依法从严查处利用节（栏）目、“软文”等方式变相发布校外培训广告的行为，对于夸大培训效果、误导公众教育观念、制造焦虑的虚假违法校外培训广告依法从重处罚。要加大校园内及校园周边环境整治力度，严厉查处在中小学校、幼儿园内开展商业广告活动以及利用中小学和幼儿园的教材、教辅材料、练习册、文具、教具、校服、校车等发布或变相发布广告的行为。要适时曝光典型违法违规案例，形成有效震慑。\n二、加强日常管控\n（一）强化广告管控与校外培训机构审批管理的协同。市场监管部门要会同行业主管部门将校外培训广告管控纳入对校外培训机构日常监管和专项检查的范围。对于违反政策规定发布校外培训广告的校外培训机构，要加大对其日常监管力度和随机抽查频次。要将校外培训机构广告活动情况作为对其相关资质管理的重要内容，对于多次违规发布校外培训广告或者发布虚假违法校外培训广告情节恶劣的，要依法依规予以处理。\n（二）强化广告管控与媒体管理的协同。要将校外培训广告管控纳入报纸、期刊、广播、电视等传统媒体行业管理重点内容，对于违反政策代理、制作、刊登、播发校外培训广告的传统媒体单位，要依法依规追究单位及有关人员责任。要将校外培训广告管控纳入互联网信息管理的重点内容，对于违反政策代理、制作、刊登、播发校外培训广告的电商平台和其他互联网企业，要坚决依法处置。\n（三）强化国有企业等单位所属广告牌和广告位的管控。要将不刊登、不播发校外培训广告作为加强国有企业管理的一项工作任务，坚决杜绝铁路、地铁、公交车、国有厂矿单位以及公交站台所属广告牌广告位刊发校外培训广告。\n（四）支持基层开展户外广告日常管理。要调动乡镇、街道主动参与校外培训广告管控工作的积极性，支持基层对商业楼宇、居民区等进行网格化管理，加大排查力度，及时发现和制止发布校外培训广告行为。要结合地方实际，积极组织、支持、引导社区工作者、志愿者等加入广告管控工作，发挥社会共治效果。\n三、健全管控机制\n（一）强化跨部门协同监管。要充分发挥“双减”工作专门协调机制作用，做好校外培训广告管控工作。宣传、网信、广电、新闻出版等部门要加强对广播电视、报纸、期刊和网络平台的管理，确保各类线上线下传播平台落实好政策要求。市场监管部门会同教育等有关部门强化对校外培训广告监管，加强广告执法，严厉打击相关虚假违法广告。教育部门、民政部门按照职责分工，依法做好校外培训机构的年审年检工作，对经市场监管等有关部门确认并移交的校外培训机构违法违规发布校外培训广告的情形，依法在年检、评估、信用信息管理等工作中作出相应处理。国有资产管理部门要督促、指导国有企业落实政策要求，加强对所属广告位、广告牌的管理。城市管理部门要做好对城市公共场所广告位、广告牌设施设置的管理工作。市场监管部门要会同城市管理部门加强对校园周边等重点区域的排查，依法制止随意散发校外培训宣传品的行为，保持校园周边环境干净有序。\n（二）强化分析研判和舆情应对。建立健全信息共享和分析研判机制，及时发现变相、变种校外培训广告，完善管控手段。针对广告的宣传舆论属性，建立健全重点舆情联合应对机制，对涉校外培训广告舆情联合研判、联合应对，及时处置舆情事件。\n（三）强化信用监管和行业自律。推动信用监管与行业监管联动，加强严重违法失信名单管理，建立健全失信联合惩戒制度，依法依规严惩制作、发布虚假违法校外培训广告行为。引导行业自律，充分发挥行业协会作用，推动相关市场主体自觉遵守有关政策要求。\n四、抓好组织实施\n（一）加强组织领导。要在地方党委、政府统一领导下，把做好校外培训广告管控工作作为一项重要政治任务，切实做到认识到位、措施到位、责任到位。要制定广告管控工作方案，加强对当地主要校外培训机构、主流媒体及其新媒体、网络平台等的重点监管，做好对学校、商业楼宇、居民小区等区域的日常监管。\n（二）强化督促指导。要将校外培训广告管控纳入教育督导范围，层层传导压力、压实责任。要加强条线指导，综合施策，积极稳妥推进工作，让校外培训广告管控工作得到群众拥护、社会理解和市场主体信服。要及时研判形势、更新管控措施，有效应对变相发布校外培训广告等新问题。\n（三）做好宣传引导。要加强政策宣传解读，消除社会误读误解。要加强对学生、家长的引导，通过开展家访活动、印发宣传资料、制作发布公益广告等多种形式，宣传国家政策要求，宣讲正确的育人观念，缓解家长焦虑情绪。\n各地有关部门要及时总结成绩和存在的问题，向上级机关报告。\n市场监管总局中央宣传部中央网信办\n教育部民政部住房城乡建设部\n国务院国资委广电总局\n2021年11月3日","news_type":1},"isVote":1,"tweetType":1,"viewCount":1497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":844826213,"gmtCreate":1636417789580,"gmtModify":1636417789580,"author":{"id":"3535856219166205","authorId":"3535856219166205","name":"信仰接盘","avatar":"https://static.tigerbbs.com/bb6e710950b9f1b0c57eabc3b7e0a5de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535856219166205","authorIdStr":"3535856219166205"},"themes":[],"htmlText":"好 我看你有多会吹[开心]&nbsp;","listText":"好 我看你有多会吹[开心]&nbsp;","text":"好 我看你有多会吹[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/844826213","repostId":"2182772133","repostType":2,"repost":{"id":"2182772133","kind":"news","pubTimestamp":1636410900,"share":"https://www.laohu8.com/m/news/2182772133?lang=&edition=full","pubTime":"2021-11-09 06:35","market":"us","language":"zh","title":"荣耀CEO赵明：突破舒适区 在高端手机领域与苹果竞争","url":"https://stock-news.laohu8.com/highlight/detail?id=2182772133","media":"中国证券报","summary":"在高端手机领域，荣耀对标行业最强竞争对手苹果，要在产品品质等方面赶超苹果。目前，产线正在生产荣耀Magic 3系列和荣耀50系列两款旗舰手机。“如何突破自己原有的舒适区，在更高领域与对手去竞争，这是荣耀最关注的事。与其关注市场份额数据，还不如踏踏实实地考虑如何与苹果竞争。”赵明表示，未来荣耀要在品牌和高端旗舰机方面进行突破，各个方面的品质都要对标行业最好的品牌和厂家。在高端手机领域，荣耀的竞争对手是苹果。","content":"<div>\n<p>“通过100多个工序，每28.5秒就有一部荣耀Magic 3高端旗舰手机下线。”中国证券报记者近日在深圳市荣耀智能制造产业园了解到，荣耀Magic 3系列、荣耀50系列两款旗舰手机已开始生产，预计未来两年该产业园年产值将达百亿元级别。荣耀CEO赵明接受中国证券报记者采访时表示，团队不再看重市场份额的数字，而是要踏踏实实地干。在高端手机领域，荣耀对标行业最强竞争对手苹果，要在产品品质等方面赶超苹果。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111090700437c52493f&s=b\">Web Link</a>\n\n</div>\n","source":"tencent","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>荣耀CEO赵明：突破舒适区 在高端手机领域与苹果竞争</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n荣耀CEO赵明：突破舒适区 在高端手机领域与苹果竞争\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-09 06:35 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111090700437c52493f&s=b><strong>中国证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“通过100多个工序，每28.5秒就有一部荣耀Magic 3高端旗舰手机下线。”中国证券报记者近日在深圳市荣耀智能制造产业园了解到，荣耀Magic 3系列、荣耀50系列两款旗舰手机已开始生产，预计未来两年该产业园年产值将达百亿元级别。荣耀CEO赵明接受中国证券报记者采访时表示，团队不再看重市场份额的数字，而是要踏踏实实地干。在高端手机领域，荣耀对标行业最强竞争对手苹果，要在产品品质等方面赶超苹果。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111090700437c52493f&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5bee9f0f3bfa8f1746d18944ae6bafa0","relate_stocks":{"AAPL":"苹果"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111090700437c52493f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2182772133","content_text":"“通过100多个工序，每28.5秒就有一部荣耀Magic 3高端旗舰手机下线。”中国证券报记者近日在深圳市荣耀智能制造产业园了解到，荣耀Magic 3系列、荣耀50系列两款旗舰手机已开始生产，预计未来两年该产业园年产值将达百亿元级别。荣耀CEO赵明接受中国证券报记者采访时表示，团队不再看重市场份额的数字，而是要踏踏实实地干。在高端手机领域，荣耀对标行业最强竞争对手苹果，要在产品品质等方面赶超苹果。实探荣耀智能制造产业园11月4日，中国证券报记者一行从深圳市中心出发，驱车1个多小时来到位于坪山区的荣耀智能制造产业园。该产业园区共有5栋厂房，建筑面积13.5万平方米，是荣耀自行投资建设的工厂。此前，荣耀手机产品由比亚迪电子、深科技、光弘科技等产业链合作伙伴代工生产。中国证券报记者了解到，荣耀智能制造产业园于今年9月份正式投产，集新产品验证中心、高端旗舰手机量产中心、新工艺和新技术孵化中心以及智能制造能力建设中心于一体。该产业园目前投资超10亿元，预计未来两年年产值将达百亿元级别。目前，产线正在生产荣耀Magic 3系列和荣耀50系列两款旗舰手机。记者一行走进车间了解荣耀Magic 3的完整生产流程。据荣耀方面介绍，公司拥有质量标准超过600项，覆盖产品设计、开发、物料、制造等方方面面。荣耀制造管理部部长彭风雷说：“我们的一部手机有1000多个元器件，通过荣耀生产线100多个工序，每28.5秒就有一部手机下线。”荣耀CEO赵明告诉中国证券报记者，荣耀智能制造产业园产线的75%工序由自动化设备完成，其中超过四成设备来自自主研发。“我们有大量的研发人员在坪山工厂工作。目前，园区研发人员与制造环节员工比例约为1∶4。在研发产品过程中，把产线上的工程师和工人请到研发中心和新产品验证中心一起攻克难题。”赵明称，荣耀下一阶段将发布的一款产品已开始试产。市场份额稳步提升在国内市场，最高时荣耀曾达到16.7%份额。但由于供应链问题，荣耀的市场份额一度跌至3%。随着高通芯片以及产业链供货恢复，荣耀在手机市场开始复苏。今年第三季度，荣耀50系列和Magic 3系列等产品热销，荣耀在国内手机市场份额稳步提升。市场研究机构Counterpoint Research报告显示，第三季度，荣耀在国内手机市场出货环比增长96%，市场份额为15%，排名第三，仅次于vivo和OPPO。根据机构Canalys数据，第三季度，荣耀以1420万部的出货量在国内手机市场排名第三，市场份额由第二季度的9%上升至第三季度的18%。同时，荣耀手机在海外市场也开始恢复出货。荣耀与谷歌已恢复合作，荣耀50系列海外版搭载谷歌移动服务(GMS)。10月26日，荣耀50系列在欧洲、非洲等地区的多个市场同步发布，未来将登陆40多个国家和地区市场。赵明表示，荣耀50已开始在马来西亚和沙特阿拉伯市场销售，销售情况比预期好，全球多个地区在紧急补货。“海外市场布局方面，我们将持续发布产品，快速补齐产品档位，明年的新产品在规划中，一步一步夯实拓展海外市场。”赵明说。高端手机市场对标苹果Counterpoint Research认为，2021年第三季度，由于荣耀复出，智能手机市场再一次洗牌，苹果在中国市场排名保持不变，预计第四季度苹果的市场份额会随着iPhone 13系列的亮相而上升。Canalys认为，荣耀和苹果会是今年下半年市场关注的焦点。“如何突破自己原有的舒适区，在更高领域与对手去竞争，这是荣耀最关注的事。与其关注市场份额数据，还不如踏踏实实地考虑如何与苹果竞争。”赵明表示，未来荣耀要在品牌和高端旗舰机方面进行突破，各个方面的品质都要对标行业最好的品牌和厂家。在高端手机领域，荣耀的竞争对手是苹果。值得注意的是，iPhone13系列的“降价”发售策略，对荣耀等安卓厂商发力高端手机市场带来冲击。“对手出任何牌都很正常，这些竞争都应对不了，未来如何打赢对手？”赵明直言，与优秀的对手竞争是鞭策和激励，荣耀团队将考虑如何在拍照、通讯、安全、消费者体验等方面超越对手。（文章来源：中国证券报·中证网）","news_type":1},"isVote":1,"tweetType":1,"viewCount":1878,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":857924154,"gmtCreate":1635503544898,"gmtModify":1635503544898,"author":{"id":"3535856219166205","authorId":"3535856219166205","name":"信仰接盘","avatar":"https://static.tigerbbs.com/bb6e710950b9f1b0c57eabc3b7e0a5de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535856219166205","authorIdStr":"3535856219166205"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a>苹果应该📈供不应求了都","listText":"<a 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你准备拉垮到何时？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855144532","isVote":1,"tweetType":1,"viewCount":1321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855167528,"gmtCreate":1635344166381,"gmtModify":1635344166381,"author":{"id":"3535856219166205","authorId":"3535856219166205","name":"信仰接盘","avatar":"https://static.tigerbbs.com/bb6e710950b9f1b0c57eabc3b7e0a5de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535856219166205","authorIdStr":"3535856219166205"},"themes":[],"htmlText":"🍎💊","listText":"🍎💊","text":"🍎💊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/855167528","repostId":"2178236909","repostType":2,"repost":{"id":"2178236909","kind":"news","pubTimestamp":1635342476,"share":"https://www.laohu8.com/m/news/2178236909?lang=&edition=full","pubTime":"2021-10-27 21:47","market":"hk","language":"zh","title":"微软市值达2.39万亿美元 与苹果争夺“全球最具价值上市公司”","url":"https://stock-news.laohu8.com/highlight/detail?id=2178236909","media":"市场资讯","summary":"北京时间10月27日晚间消息，据报道，受强劲的第一财季业绩的推动，微软公司 股价在今日盘前交易中继续上涨，使得微软再次有机会与苹果公司争夺“全球最具价值上市公司”的头衔。今日早些时候，微软发布了截至9月30日的2022财年第一季度财报。如果开盘后继续保持该上涨趋势，则微软市值将达到2.39万亿美元，与苹果公司2.47万亿美元的市值只有不到800亿美元的差距。2020年7月，苹果超越沙特阿美，成为“全球最具价值上市公司”。","content":"<html><body><p>相关新闻：</p>\n<p><a href=\"https://laohu8.com/S/MSFT\">微软</a>第一财季营收453亿美元 净利同比增长48%</p>\n<p>北京时间10月27日晚间消息，据报道，受强劲的第一财季业绩的推动，微软公司（Nasdaq：MSFT）股价在今日盘前交易中继续上涨，使得微软再次有机会与<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司（Nasdaq：AAPL）争夺“全球最具价值上市公司”的头衔。</p>\n<p>今日早些时候，微软发布了截至9月30日的2022财年第一季度财报。营收同比增长22%，净利润同比增长48%。不按照美国通用会计准则，净利润同比增长24%。</p>\n<div sax-type=\"proxy\"></div><p>由于每股收益和营收均超出华尔街分析师的预期，微软股价在周二盘后交易中小幅上涨。今日盘前交易中，微软股价一度上涨2.8%。如果开盘后继续保持该上涨趋势，则微软市值将达到2.39万亿美元，与苹果公司2.47万亿美元的市值只有不到800亿美元的差距。</p>\n<p>微软业绩连续第11个财季超出预期。为此，数位分析师上调了苹果的目标股价，称其利润表现非常强劲。其中，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师基思·韦斯（Keith Weiss）在一份报告中称：“22%的营收增长，为整个投资组合稳定的持久地位提供了令人信服的证据。”</p>\n<p>2020年7月，苹果超越沙特阿美（Saudi Aramco），成为“全球最具价值上市公司”。此后，微软在市值竞赛中一直未能击败苹果。而这一次，微软再次有机会冲击苹果。</p>\n<p>对于苹果而言，其下一个“催化剂”可能是北京时间本周五即将发布的截至9月底的2021财年第四季度财报。有分析师预计，苹果第四财季（即第三季度）的iPhone销量将达到5800万部，营收将达到460亿美元，高于华尔街分析师平均预期的410亿美元。</p>\n<p>今日开盘后，微软股价继续上涨，一度达到每股319.56美元，涨幅为3.05%。</p>\n<div>\n<img src=\"http://n.sinaimg.cn/default/2fb77759/20151125/320X320.png\"/>\n</div>\n</body></html>","source":"sina_tech","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>微软市值达2.39万亿美元 与苹果争夺“全球最具价值上市公司”</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n微软市值达2.39万亿美元 与苹果争夺“全球最具价值上市公司”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-27 21:47 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.sina.cn/it/2021-10-27/detail-iktzscyy2140489.d.html?vt=4><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>相关新闻：\n微软第一财季营收453亿美元 净利同比增长48%\n北京时间10月27日晚间消息，据报道，受强劲的第一财季业绩的推动，微软公司（Nasdaq：MSFT）股价在今日盘前交易中继续上涨，使得微软再次有机会与苹果公司（Nasdaq：AAPL）争夺“全球最具价值上市公司”的头衔。\n今日早些时候，微软发布了截至9月30日的2022财年第一季度财报。营收同比增长22%，净利润同比增长48%。不按照...</p>\n\n<a href=\"https://tech.sina.cn/it/2021-10-27/detail-iktzscyy2140489.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/tech/transform/667/w400h267/20211027/a565-77e985cbfa686cc1c209d06906530958.jpg/w120h90l50t1740.jpg","relate_stocks":{"AAPL":"苹果","MSFT":"微软"},"source_url":"https://tech.sina.cn/it/2021-10-27/detail-iktzscyy2140489.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2178236909","content_text":"相关新闻：\n微软第一财季营收453亿美元 净利同比增长48%\n北京时间10月27日晚间消息，据报道，受强劲的第一财季业绩的推动，微软公司（Nasdaq：MSFT）股价在今日盘前交易中继续上涨，使得微软再次有机会与苹果公司（Nasdaq：AAPL）争夺“全球最具价值上市公司”的头衔。\n今日早些时候，微软发布了截至9月30日的2022财年第一季度财报。营收同比增长22%，净利润同比增长48%。不按照美国通用会计准则，净利润同比增长24%。\n由于每股收益和营收均超出华尔街分析师的预期，微软股价在周二盘后交易中小幅上涨。今日盘前交易中，微软股价一度上涨2.8%。如果开盘后继续保持该上涨趋势，则微软市值将达到2.39万亿美元，与苹果公司2.47万亿美元的市值只有不到800亿美元的差距。\n微软业绩连续第11个财季超出预期。为此，数位分析师上调了苹果的目标股价，称其利润表现非常强劲。其中，摩根士丹利分析师基思·韦斯（Keith Weiss）在一份报告中称：“22%的营收增长，为整个投资组合稳定的持久地位提供了令人信服的证据。”\n2020年7月，苹果超越沙特阿美（Saudi Aramco），成为“全球最具价值上市公司”。此后，微软在市值竞赛中一直未能击败苹果。而这一次，微软再次有机会冲击苹果。\n对于苹果而言，其下一个“催化剂”可能是北京时间本周五即将发布的截至9月底的2021财年第四季度财报。有分析师预计，苹果第四财季（即第三季度）的iPhone销量将达到5800万部，营收将达到460亿美元，高于华尔街分析师平均预期的410亿美元。\n今日开盘后，微软股价继续上涨，一度达到每股319.56美元，涨幅为3.05%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":855183180,"gmtCreate":1635343406462,"gmtModify":1635343406462,"author":{"id":"3535856219166205","authorId":"3535856219166205","name":"信仰接盘","avatar":"https://static.tigerbbs.com/bb6e710950b9f1b0c57eabc3b7e0a5de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535856219166205","authorIdStr":"3535856219166205"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>拉垮啊 空其他股不行吗？","listText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>拉垮啊 空其他股不行吗？","text":"$AMD(AMD)$拉垮啊 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