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开心果迷糊
你好啊在吗在吗在吗在吗在吗在吗在吗在吗在吗在吗在吗在吗在吗在吗在吗
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开心果迷糊
2023-11-14
老虎邀请礼
查看详情::
老虎邀请礼
邀请好友赢取USD 888*奖励! 此帖仅开放于中国大陆用户
老虎邀请礼
开心果迷糊
2023-09-25
$SciSparc Ltd.(SPRC)$
开心果迷糊
2022-01-18
best了
财报前瞻:PC市场降温、Mobileye被车企抛弃,英特尔Q4业绩恐凶多吉少
开心果迷糊
2022-08-08
$新加坡航空公司(C6L.SI)$
这股票涨的真好,开心死了哈哈哈哈哈啊哈哈哈哈哈哈
开心果迷糊
2021-12-01
vvvvvv
加速Taper,放弃通胀“暂时论”,一文看懂鲍威尔要干啥
开心果迷糊
2020-12-30
不错
小米颠覆小米:从性价比到高端
开心果迷糊
08-07
这篇文章不错,转发给大家看看
@新能源Bot:【新能源周榜】2024年第31周新势力车企销量(7.29-8.4)
开心果迷糊
01-16
$美国中期国债 4.250% 2024/09/30(US91282CFN65.BOND)$
how buy?
开心果迷糊
2023-11-14
参加老虎2023-2024精英团队实盘挑战赛
查看详情::
参加老虎2023-2024精英团队实盘挑战赛
高手组队PK赢USD 200,000奖金 此帖仅开放于中国大陆用户
参加老虎2023-2024精英团队实盘挑战赛
开心果迷糊
2023-11-14
好友邀请您来认证福利
查看详情::
好友邀请您来认证福利
认证用户可领取专属福利,快来点击查看 此帖仅开放于中国大陆用户
好友邀请您来认证福利
开心果迷糊
2023-09-25
这篇文章不错,转发给大家看看
@澳股交易员:20230922澳股市场纪要
开心果迷糊
2023-06-28
$华领医药-B(02552)$
开心果迷糊
2023-06-06
$房多多(DUO)$
开心果迷糊
2023-06-06
$Katrina集团(1A0.SI)$
开心果迷糊
2023-06-06
$多尼斯(DOGZ)$
开心果迷糊
2023-06-06
$Marpai, Inc.(MRAI)$
开心果迷糊
2023-05-18
$小米集团-W(01810)$
开心果迷糊
2022-12-10
$亚马逊(AMZN)$
开心果迷糊
2022-01-27
祝大家新年快乐
开心果迷糊
2021-12-07
Nice
@Mozu:
$Sea Ltd(SE)$
Personally, I think between $240 - 248 area is the bottom zone. Just a hunch, not sure what others would think. Don't take my word, I don't have any basis, just a hunch base on RSI lower than 25%
去老虎APP查看更多动态
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target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 中国销量1.25万辆<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> 销量1.18万辆问界销量0.92万辆<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> 销量0.58万辆<a target=\"_blank\" href=\"https://laohu8.com/S/09863\">$零跑汽车(09863)$</a> 销量0.58万辆<a href=\"https://laohu8.com/S/ZK\">$极氪(ZK)$</a> 销量0.41万辆<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <a href=\"https://laohu8.com/S/XIACY\">$小米集团ADR(XIACY)$</a> 小米汽车销量0.38万辆<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 中国销量1.25万辆<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> 销量1.18万辆问界销量0.92万辆<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> 销量0.58万辆<a target=\"_blank\" href=\"https://laohu8.com/S/09863\">$零跑汽车(09863)$</a> 销量0.58万辆<a href=\"https://laohu8.com/S/ZK\">$极氪(ZK)$</a> 销量0.41万辆<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <a href=\"https://laohu8.com/S/XIACY\">$小米集团ADR(XIACY)$</a> 小米汽车销量0.38万辆<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>","text":"$特斯拉(TSLA)$ 中国销量1.25万辆$理想汽车(LI)$ $理想汽车-W(02015)$ 销量1.18万辆问界销量0.92万辆$蔚来(NIO)$ $蔚来-SW(09866)$ $蔚来(NIO.SI)$ 销量0.58万辆$零跑汽车(09863)$ 销量0.58万辆$极氪(ZK)$ 销量0.41万辆$小米集团-W(01810)$ $小米集团ADR(XIACY)$ 小米汽车销量0.38万辆$小鹏汽车(XPEV)$","images":[{"img":"https://static.tigerbbs.com/190a84e182ff5c5aaeb387755bd58aa5","width":"690","height":"1227"},{"img":"https://static.tigerbbs.com/0ec5a981f2d6df0bd86936f96016e1d1","width":"690","height":"1227"},{"img":"https://static.tigerbbs.com/97f69211695d8b4c10158d4291aec797","width":"690","height":"1227"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/335430744199392","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":263583982399744,"gmtCreate":1705385615588,"gmtModify":1705385616549,"author":{"id":"3536299205243765","authorId":"3536299205243765","name":"开心果迷糊","avatar":"https://static.tigerbbs.com/938156728d16fd50ff05e98708ac9628","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3536299205243765","idStr":"3536299205243765"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/US91282CFN65.BOND\">$美国中期国债 4.250% 2024/09/30(US91282CFN65.BOND)$</a> how buy?","listText":"<a href=\"https://laohu8.com/S/US91282CFN65.BOND\">$美国中期国债 4.250% 2024/09/30(US91282CFN65.BOND)$</a> how buy?","text":"$美国中期国债 4.250% 2024/09/30(US91282CFN65.BOND)$ how buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/263583982399744","isVote":1,"tweetType":1,"viewCount":573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":241368927518952,"gmtCreate":1699948612840,"gmtModify":1703680598720,"author":{"id":"3536299205243765","authorId":"3536299205243765","name":"开心果迷糊","avatar":"https://static.tigerbbs.com/938156728d16fd50ff05e98708ac9628","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3536299205243765","idStr":"3536299205243765"},"themes":[],"title":"参加老虎2023-2024精英团队实盘挑战赛","htmlText":"查看详情:: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/stock-game?adcode=20230905174312&actionID=f5fd55f474343b46fba3c02bb1cc8ebd&skin=2&os=iOS&account_id=50687084&utm_source=invite&utm_campaign=20230905174312&utm_medium=tiger_community&platform=iOS&shareID=4dd2fc99c451ef504efe45dc4e5322b9&invite=HMNNN&lang=zh_TW#/\">参加老虎2023-2024精英团队实盘挑战赛</a> 高手组队PK赢USD 200,000奖金 此帖仅开放于中国大陆用户","listText":"查看详情:: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/stock-game?adcode=20230905174312&actionID=f5fd55f474343b46fba3c02bb1cc8ebd&skin=2&os=iOS&account_id=50687084&utm_source=invite&utm_campaign=20230905174312&utm_medium=tiger_community&platform=iOS&shareID=4dd2fc99c451ef504efe45dc4e5322b9&invite=HMNNN&lang=zh_TW#/\">参加老虎2023-2024精英团队实盘挑战赛</a> 高手组队PK赢USD 200,000奖金 此帖仅开放于中国大陆用户","text":"查看详情:: 参加老虎2023-2024精英团队实盘挑战赛 高手组队PK赢USD 200,000奖金 此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/cf4f22bc22a94782b0c8d822927d2b0f"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/241368927518952","isVote":1,"tweetType":1,"viewCount":987,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":241367820513472,"gmtCreate":1699948414954,"gmtModify":1699948585378,"author":{"id":"3536299205243765","authorId":"3536299205243765","name":"开心果迷糊","avatar":"https://static.tigerbbs.com/938156728d16fd50ff05e98708ac9628","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3536299205243765","idStr":"3536299205243765"},"themes":[],"title":"老虎邀请礼","htmlText":"查看详情:: <a href=\"https://www.tigerbrokers.com.sg/activity/forapp/invitflow/sgp.html?adcode=AC1694681219644MNepOI&actionID=e00874a9286179eb1d6a4fcdd72dc43f&skin=2&os=iOS&account_id=50687084&utm_source=invite&utm_campaign=AC1694681219644MNepOI&utm_medium=tiger_community&platform=iOS&shareID=d93ca03577e07e62146084c8c9332341&invite=HMNNN&lang=zh_TW\">老虎邀请礼</a> 邀请好友赢取USD 888*奖励! 此帖仅开放于中国大陆用户","listText":"查看详情:: <a href=\"https://www.tigerbrokers.com.sg/activity/forapp/invitflow/sgp.html?adcode=AC1694681219644MNepOI&actionID=e00874a9286179eb1d6a4fcdd72dc43f&skin=2&os=iOS&account_id=50687084&utm_source=invite&utm_campaign=AC1694681219644MNepOI&utm_medium=tiger_community&platform=iOS&shareID=d93ca03577e07e62146084c8c9332341&invite=HMNNN&lang=zh_TW\">老虎邀请礼</a> 邀请好友赢取USD 888*奖励! 此帖仅开放于中国大陆用户","text":"查看详情:: 老虎邀请礼 邀请好友赢取USD 888*奖励! 此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/afe3ada11d030678dc4a089993651813"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/241367820513472","isVote":1,"tweetType":1,"viewCount":1289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":241367450669112,"gmtCreate":1699948389613,"gmtModify":1699948484847,"author":{"id":"3536299205243765","authorId":"3536299205243765","name":"开心果迷糊","avatar":"https://static.tigerbbs.com/938156728d16fd50ff05e98708ac9628","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3536299205243765","idStr":"3536299205243765"},"themes":[],"title":"好友邀请您来认证福利","htmlText":"查看详情:: <a 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此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/e352a685845f1046a47d74bb3c358451"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/241367450669112","isVote":1,"tweetType":1,"viewCount":1121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":223630332719352,"gmtCreate":1695633735744,"gmtModify":1695633737079,"author":{"id":"3536299205243765","authorId":"3536299205243765","name":"开心果迷糊","avatar":"https://static.tigerbbs.com/938156728d16fd50ff05e98708ac9628","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3536299205243765","idStr":"3536299205243765"},"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/223630332719352","repostId":"222613398401112","repostType":1,"repost":{"id":222613398401112,"gmtCreate":1695376422383,"gmtModify":1695377291180,"author":{"id":"3551951172030109","authorId":"3551951172030109","name":"澳股交易员","avatar":"https://static.tigerbbs.com/23aea542edb2f6ef87f33b1c5c14b68d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3551951172030109","idStr":"3551951172030109"},"themes":[],"title":"20230922澳股市场纪要","htmlText":"市场概况 澳大利亚 9 月制造业 PMI 从 8 月的 49.6 降至 48.2,澳大利亚 9 月服务业 PMI 从 8 月的 47.8 升至 50.5,总体综合PMI从8月的48.0升至50.2,创4个月新高。日本央行维持利率在0.1%不变。 今日ASX 200 收盘上涨 +0.05% 至 7068.8点,低开探底回升,7000 点以下明显有积极的买盘。 本周板块和ASX200成分股排名: 个股要闻 A1M(+1.56%) A1M 提供了 Pyramid(QLD)和 Delamerian(NSW)项目的勘探更新。昆士兰州 Pyramid 金矿项目计划钻探 1,650m,Pyramid将测试五个先前未勘探过的IP和地球化学目标。为Delamerian 贱金属项目规划了高分辨率磁学和辐射测量。A1M 的区域项目补充了正在运营的Eloise项目和计划中的Jericho扩建 ADG(-11.11%) Adelong Gold 已签订具有约束力的协议,收购位于巴西Minas Gerais的锂勘探矿权组合。项目总面积为53.17平方公里,公司计划在未来几个月内开始勘探。公司以每股 0.008 澳元的价格完成了100 万澳元的增发。 CGC(+6.55%) 董事会一致接受 Paine Schwartz 的 3.20 澳元/股的收购出价。 MKG(-15%) Mako Gold公布了科特迪瓦Napié金矿项目和Korhogo锰矿项目的勘探结果。在 Napié 的 8 个钻孔的化验结果包括:5m at 1.0g/t from 127m;2m at 1.22g/t from 144.3m。Napié 将继续钻探,计划在 Gogbala South 和 Tchaga West 进一步的RC钻探。Korhogo 锰项目的勘探活动仍在继续,IP 调查即将开始,随后将进行 RC 钻探 NWS(+2.","listText":"市场概况 澳大利亚 9 月制造业 PMI 从 8 月的 49.6 降至 48.2,澳大利亚 9 月服务业 PMI 从 8 月的 47.8 升至 50.5,总体综合PMI从8月的48.0升至50.2,创4个月新高。日本央行维持利率在0.1%不变。 今日ASX 200 收盘上涨 +0.05% 至 7068.8点,低开探底回升,7000 点以下明显有积极的买盘。 本周板块和ASX200成分股排名: 个股要闻 A1M(+1.56%) A1M 提供了 Pyramid(QLD)和 Delamerian(NSW)项目的勘探更新。昆士兰州 Pyramid 金矿项目计划钻探 1,650m,Pyramid将测试五个先前未勘探过的IP和地球化学目标。为Delamerian 贱金属项目规划了高分辨率磁学和辐射测量。A1M 的区域项目补充了正在运营的Eloise项目和计划中的Jericho扩建 ADG(-11.11%) Adelong Gold 已签订具有约束力的协议,收购位于巴西Minas Gerais的锂勘探矿权组合。项目总面积为53.17平方公里,公司计划在未来几个月内开始勘探。公司以每股 0.008 澳元的价格完成了100 万澳元的增发。 CGC(+6.55%) 董事会一致接受 Paine Schwartz 的 3.20 澳元/股的收购出价。 MKG(-15%) Mako Gold公布了科特迪瓦Napié金矿项目和Korhogo锰矿项目的勘探结果。在 Napié 的 8 个钻孔的化验结果包括:5m at 1.0g/t from 127m;2m at 1.22g/t from 144.3m。Napié 将继续钻探,计划在 Gogbala South 和 Tchaga West 进一步的RC钻探。Korhogo 锰项目的勘探活动仍在继续,IP 调查即将开始,随后将进行 RC 钻探 NWS(+2.","text":"市场概况 澳大利亚 9 月制造业 PMI 从 8 月的 49.6 降至 48.2,澳大利亚 9 月服务业 PMI 从 8 月的 47.8 升至 50.5,总体综合PMI从8月的48.0升至50.2,创4个月新高。日本央行维持利率在0.1%不变。 今日ASX 200 收盘上涨 +0.05% 至 7068.8点,低开探底回升,7000 点以下明显有积极的买盘。 本周板块和ASX200成分股排名: 个股要闻 A1M(+1.56%) A1M 提供了 Pyramid(QLD)和 Delamerian(NSW)项目的勘探更新。昆士兰州 Pyramid 金矿项目计划钻探 1,650m,Pyramid将测试五个先前未勘探过的IP和地球化学目标。为Delamerian 贱金属项目规划了高分辨率磁学和辐射测量。A1M 的区域项目补充了正在运营的Eloise项目和计划中的Jericho扩建 ADG(-11.11%) Adelong Gold 已签订具有约束力的协议,收购位于巴西Minas Gerais的锂勘探矿权组合。项目总面积为53.17平方公里,公司计划在未来几个月内开始勘探。公司以每股 0.008 澳元的价格完成了100 万澳元的增发。 CGC(+6.55%) 董事会一致接受 Paine Schwartz 的 3.20 澳元/股的收购出价。 MKG(-15%) Mako Gold公布了科特迪瓦Napié金矿项目和Korhogo锰矿项目的勘探结果。在 Napié 的 8 个钻孔的化验结果包括:5m at 1.0g/t from 127m;2m at 1.22g/t from 144.3m。Napié 将继续钻探,计划在 Gogbala South 和 Tchaga West 进一步的RC钻探。Korhogo 锰项目的勘探活动仍在继续,IP 调查即将开始,随后将进行 RC 钻探 NWS(+2.","images":[{"img":"https://static.tigerbbs.com/8ecb4a7c1a4a06bbbaad2586cc2df056","width":"940","height":"621"},{"img":"https://static.tigerbbs.com/b0959babf8bf215fee74d87efc6890a9","width":"940","height":"356"},{"img":"https://static.tigerbbs.com/d5277a34a2f84c6c94ed9988a7a7e317","width":"940","height":"583"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/222613398401112","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1098,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":223809274417248,"gmtCreate":1695631296360,"gmtModify":1695631655243,"author":{"id":"3536299205243765","authorId":"3536299205243765","name":"开心果迷糊","avatar":"https://static.tigerbbs.com/938156728d16fd50ff05e98708ac9628","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3536299205243765","idStr":"3536299205243765"},"themes":[],"htmlText":"<a 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18:42","market":"us","language":"zh","title":"财报前瞻:PC市场降温、Mobileye被车企抛弃,英特尔Q4业绩恐凶多吉少","url":"https://stock-news.laohu8.com/highlight/detail?id=1170178036","media":"老虎资讯综合","summary":"芯片龙头英特尔将于1月26日美股盘后发布2021年第四季度财报。PC市场的大幅降温、Mobileye被宝马、特斯拉、“蔚小理”等车企纷纷抛弃,将会让英特尔本季度的财报蒙上一层阴影。 英特尔曾是半导体领","content":"<html><head></head><body><p>芯片龙头英特尔将于1月26日美股盘后发布2021年第四季度财报。PC市场的大幅降温、Mobileye被宝马、特斯拉、“蔚小理”等车企纷纷抛弃,将会让英特尔本季度的财报蒙上一层阴影。</p><p> <img src=\"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44\" tg-width=\"400\" tg-height=\"300\" width=\"100%\" height=\"auto\"/></p><p>英特尔曾是半导体领域的佼佼者,但在移动时代逐渐落伍,目前在芯片领域需要挑战台积电、三星、英伟达等巨头,从过去几年公司股价的走势来看,它表现平平,其市值略高于2000亿美元,远不及竞争对手英伟达和台积电。</p><p><img src=\"https://static.tigerbbs.com/f5634e29067b7d08e99136b2c3ad3c4c\" tg-width=\"554\" tg-height=\"400\" width=\"100%\" height=\"auto\"/><b>上季度财报回顾</b></p><p>英特尔三季度营收为192亿美元,同比增长4.9%,低于市场预期;调整后EPS为1.71美元,略高于分析师预期1.11美元。</p><p>公司提高了全年调整后每股收益预测,预计GAAP全年每股收益为4.50美元,非GAAP每股收益为5.28美元,GAAP毛利率为55%,非GAAP毛利率为57%。</p><p><img src=\"https://static.tigerbbs.com/2d9c20b215311334344e753c4ef04099\" tg-width=\"500\" tg-height=\"152\" width=\"100%\" height=\"auto\"/>公司预计其四季度营收将会超出预期。根据Refinitiv的IBES数据,其第四季度收入约为183亿美元。</p><p><img src=\"https://static.tigerbbs.com/db98c30c3471a46cd7fe6463c6b4c66e\" tg-width=\"500\" tg-height=\"219\" width=\"100%\" height=\"auto\"/>分业务来看,五大业务部门喜忧参半,三季度的营收主要是由物联网业务部和数据中心事业部逐步恢复正常运营而贡献的。英特尔还表示,其物联网、数据中心和MobileEye部门的第三季度数字创历史新高。</p><p><img src=\"https://static.tigerbbs.com/9a3ecd2ae4c894eb8bbd1de24cd1c4a3\" tg-width=\"500\" tg-height=\"117\" width=\"100%\" height=\"auto\"/><b>本季度看点 </b></p><p>PC市场的销售热潮将成为过去式,IDC估计,2021年个人电脑发货量增长近12%至3.376亿台,而前一年的增幅为13%。但IDC预计,今年个人电脑销量将与去年持平,2023年仅会增长1%。这使得Intel和AMD两家芯片制造商之间的竞争更为激烈:AMD需要继续抢占更多市场份额,但Intel不能再失去自留地。</p><p>同时,根据市场研究公司Gartner数据显示,2021年全球存储芯片销售额将增长33%,而CPU销售额仅增长4%。自疫情以来个人电脑的销售量一直在增长,但最近已经开始下降,预计将对英特尔产生负面影响。</p><p>而四季度英特尔最大的关注焦点是旗下的自动驾驶子公司Mobileye将于今年年中赴美上市,估值有望突破500亿美元,2017年英特尔斥资150亿美元收购后者,正是为了让它的芯片业务不再错过自动驾驶的风口。</p><p>业绩方面,自从被英特尔收购以来,Mobileye的收入增长了近两倍,Mobileye在2020年的营收为9.67亿美元,与2019年的8.79亿美元相比,同比增长10%。 在2021第三季度财报显示营收为3.26亿美元,同比增长39%,英特尔预计,2021年Mobileye的收入将增长40%以上。</p><p>但在当前车企更愿意用软件作为自身护城河的背景下,Mobileye选用的软硬件打包方式让其面临失去车企客户的风险。具体来看,特斯拉采用FSD芯片取代Mobileye,理想从EyeQ4换装了地平线征程3,Mobileye的紧密合作伙伴宝马,最近与高通达成合作,其新车将在2025年开始使用高通骁龙Ride自动驾驶平台,蔚来汽车的首款纯电动轿车ET7也将完成从Mobileye到英伟达Orin方案的切换。</p><p>从公司最新的进展来看,英特尔已选择美国俄亥俄州哥伦布市新建一家工厂,计划投资200亿美元,以扩大半导体产能。此举是英特尔首席执行官Pat Gelsinger决定扩大美国产能的一部分,以帮助应对全球半导体短缺。</p><p><b>分析师观点</b></p><p>彭博行业分析师Mandeep Singh认为,英特尔的客户端PC销售额可能会超过12%的降幅预期,超大规模云领域的疲软可能会继续拖累其数据中心销售,即使英特尔推出了新的GPU,由于其工艺节点与7nm和5nm芯片的差距,该公司的产品在性能方面可能无法与竞争对手英伟达和AMD竞争。而它对 2022 年的毛利率预期可能低于其先前 51%-53% 的预期,因为该公司加倍扩大自己的晶圆厂,同时其客户端和数据中心部门的定价增长将逐渐放缓。</p><p>花旗分析师Danely评论称,近期英特尔宣布任命美光科技的高管David Zinsner为首席财务官是一个积极的举措,Zinsner任职的每家上市公司的营业利润率都提高了约10%。Zinsner与公司CEO Pat Gelsinger合作,将令英特尔拥有在半导体行业中最好的领导团队之一。但生产延迟,以及服务器CPU的市场份额逐渐流失等问题,让其仍需付出相当大的努力和专注力,给予公司“中性”评级,目标价为52美元。</p><p>Tigress Financial分析师Ivan Feinseth指出,英特尔在新处理器开发领域进行的投资,有助于其重新获得半导体行业的领导地位;而它宣布的代工计划可能产生1000亿美元的收入。同时,Mobileye部门的上市可为某些增长领域的投资提供额外资金,给予公司“买入”评级,目标价为72美元。</p><p><b>分析师预测</b></p><p>根据彭博一致预期,英特尔2021年第四季度营收为183.13亿美元,调整后净利润为36.96亿美元,调整后EPS为0.903美元。共有48位分析师对微软进行了评级,其中18位给予买入评级,22位给予持有评级,8位给予卖出评级,平均目标价为57.15美元。</p><p><img src=\"https://static.tigerbbs.com/9ae04637410781afd31613d36cdda0b7\" tg-width=\"553\" tg-height=\"122\" width=\"100%\" height=\"auto\"/></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>财报前瞻:PC市场降温、Mobileye被车企抛弃,英特尔Q4业绩恐凶多吉少</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; 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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财报前瞻:PC市场降温、Mobileye被车企抛弃,英特尔Q4业绩恐凶多吉少\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\">2022-01-18 18:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>芯片龙头英特尔将于1月26日美股盘后发布2021年第四季度财报。PC市场的大幅降温、Mobileye被宝马、特斯拉、“蔚小理”等车企纷纷抛弃,将会让英特尔本季度的财报蒙上一层阴影。</p><p> <img src=\"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44\" tg-width=\"400\" tg-height=\"300\" width=\"100%\" height=\"auto\"/></p><p>英特尔曾是半导体领域的佼佼者,但在移动时代逐渐落伍,目前在芯片领域需要挑战台积电、三星、英伟达等巨头,从过去几年公司股价的走势来看,它表现平平,其市值略高于2000亿美元,远不及竞争对手英伟达和台积电。</p><p><img src=\"https://static.tigerbbs.com/f5634e29067b7d08e99136b2c3ad3c4c\" tg-width=\"554\" tg-height=\"400\" width=\"100%\" height=\"auto\"/><b>上季度财报回顾</b></p><p>英特尔三季度营收为192亿美元,同比增长4.9%,低于市场预期;调整后EPS为1.71美元,略高于分析师预期1.11美元。</p><p>公司提高了全年调整后每股收益预测,预计GAAP全年每股收益为4.50美元,非GAAP每股收益为5.28美元,GAAP毛利率为55%,非GAAP毛利率为57%。</p><p><img src=\"https://static.tigerbbs.com/2d9c20b215311334344e753c4ef04099\" tg-width=\"500\" tg-height=\"152\" width=\"100%\" height=\"auto\"/>公司预计其四季度营收将会超出预期。根据Refinitiv的IBES数据,其第四季度收入约为183亿美元。</p><p><img src=\"https://static.tigerbbs.com/db98c30c3471a46cd7fe6463c6b4c66e\" tg-width=\"500\" tg-height=\"219\" width=\"100%\" height=\"auto\"/>分业务来看,五大业务部门喜忧参半,三季度的营收主要是由物联网业务部和数据中心事业部逐步恢复正常运营而贡献的。英特尔还表示,其物联网、数据中心和MobileEye部门的第三季度数字创历史新高。</p><p><img src=\"https://static.tigerbbs.com/9a3ecd2ae4c894eb8bbd1de24cd1c4a3\" tg-width=\"500\" tg-height=\"117\" width=\"100%\" height=\"auto\"/><b>本季度看点 </b></p><p>PC市场的销售热潮将成为过去式,IDC估计,2021年个人电脑发货量增长近12%至3.376亿台,而前一年的增幅为13%。但IDC预计,今年个人电脑销量将与去年持平,2023年仅会增长1%。这使得Intel和AMD两家芯片制造商之间的竞争更为激烈:AMD需要继续抢占更多市场份额,但Intel不能再失去自留地。</p><p>同时,根据市场研究公司Gartner数据显示,2021年全球存储芯片销售额将增长33%,而CPU销售额仅增长4%。自疫情以来个人电脑的销售量一直在增长,但最近已经开始下降,预计将对英特尔产生负面影响。</p><p>而四季度英特尔最大的关注焦点是旗下的自动驾驶子公司Mobileye将于今年年中赴美上市,估值有望突破500亿美元,2017年英特尔斥资150亿美元收购后者,正是为了让它的芯片业务不再错过自动驾驶的风口。</p><p>业绩方面,自从被英特尔收购以来,Mobileye的收入增长了近两倍,Mobileye在2020年的营收为9.67亿美元,与2019年的8.79亿美元相比,同比增长10%。 在2021第三季度财报显示营收为3.26亿美元,同比增长39%,英特尔预计,2021年Mobileye的收入将增长40%以上。</p><p>但在当前车企更愿意用软件作为自身护城河的背景下,Mobileye选用的软硬件打包方式让其面临失去车企客户的风险。具体来看,特斯拉采用FSD芯片取代Mobileye,理想从EyeQ4换装了地平线征程3,Mobileye的紧密合作伙伴宝马,最近与高通达成合作,其新车将在2025年开始使用高通骁龙Ride自动驾驶平台,蔚来汽车的首款纯电动轿车ET7也将完成从Mobileye到英伟达Orin方案的切换。</p><p>从公司最新的进展来看,英特尔已选择美国俄亥俄州哥伦布市新建一家工厂,计划投资200亿美元,以扩大半导体产能。此举是英特尔首席执行官Pat Gelsinger决定扩大美国产能的一部分,以帮助应对全球半导体短缺。</p><p><b>分析师观点</b></p><p>彭博行业分析师Mandeep Singh认为,英特尔的客户端PC销售额可能会超过12%的降幅预期,超大规模云领域的疲软可能会继续拖累其数据中心销售,即使英特尔推出了新的GPU,由于其工艺节点与7nm和5nm芯片的差距,该公司的产品在性能方面可能无法与竞争对手英伟达和AMD竞争。而它对 2022 年的毛利率预期可能低于其先前 51%-53% 的预期,因为该公司加倍扩大自己的晶圆厂,同时其客户端和数据中心部门的定价增长将逐渐放缓。</p><p>花旗分析师Danely评论称,近期英特尔宣布任命美光科技的高管David Zinsner为首席财务官是一个积极的举措,Zinsner任职的每家上市公司的营业利润率都提高了约10%。Zinsner与公司CEO Pat Gelsinger合作,将令英特尔拥有在半导体行业中最好的领导团队之一。但生产延迟,以及服务器CPU的市场份额逐渐流失等问题,让其仍需付出相当大的努力和专注力,给予公司“中性”评级,目标价为52美元。</p><p>Tigress Financial分析师Ivan Feinseth指出,英特尔在新处理器开发领域进行的投资,有助于其重新获得半导体行业的领导地位;而它宣布的代工计划可能产生1000亿美元的收入。同时,Mobileye部门的上市可为某些增长领域的投资提供额外资金,给予公司“买入”评级,目标价为72美元。</p><p><b>分析师预测</b></p><p>根据彭博一致预期,英特尔2021年第四季度营收为183.13亿美元,调整后净利润为36.96亿美元,调整后EPS为0.903美元。共有48位分析师对微软进行了评级,其中18位给予买入评级,22位给予持有评级,8位给予卖出评级,平均目标价为57.15美元。</p><p><img src=\"https://static.tigerbbs.com/9ae04637410781afd31613d36cdda0b7\" tg-width=\"553\" tg-height=\"122\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fab3e6da33eab070d39ea5ddbb760010","relate_stocks":{"INTC":"英特尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170178036","content_text":"芯片龙头英特尔将于1月26日美股盘后发布2021年第四季度财报。PC市场的大幅降温、Mobileye被宝马、特斯拉、“蔚小理”等车企纷纷抛弃,将会让英特尔本季度的财报蒙上一层阴影。 英特尔曾是半导体领域的佼佼者,但在移动时代逐渐落伍,目前在芯片领域需要挑战台积电、三星、英伟达等巨头,从过去几年公司股价的走势来看,它表现平平,其市值略高于2000亿美元,远不及竞争对手英伟达和台积电。上季度财报回顾英特尔三季度营收为192亿美元,同比增长4.9%,低于市场预期;调整后EPS为1.71美元,略高于分析师预期1.11美元。公司提高了全年调整后每股收益预测,预计GAAP全年每股收益为4.50美元,非GAAP每股收益为5.28美元,GAAP毛利率为55%,非GAAP毛利率为57%。公司预计其四季度营收将会超出预期。根据Refinitiv的IBES数据,其第四季度收入约为183亿美元。分业务来看,五大业务部门喜忧参半,三季度的营收主要是由物联网业务部和数据中心事业部逐步恢复正常运营而贡献的。英特尔还表示,其物联网、数据中心和MobileEye部门的第三季度数字创历史新高。本季度看点 PC市场的销售热潮将成为过去式,IDC估计,2021年个人电脑发货量增长近12%至3.376亿台,而前一年的增幅为13%。但IDC预计,今年个人电脑销量将与去年持平,2023年仅会增长1%。这使得Intel和AMD两家芯片制造商之间的竞争更为激烈:AMD需要继续抢占更多市场份额,但Intel不能再失去自留地。同时,根据市场研究公司Gartner数据显示,2021年全球存储芯片销售额将增长33%,而CPU销售额仅增长4%。自疫情以来个人电脑的销售量一直在增长,但最近已经开始下降,预计将对英特尔产生负面影响。而四季度英特尔最大的关注焦点是旗下的自动驾驶子公司Mobileye将于今年年中赴美上市,估值有望突破500亿美元,2017年英特尔斥资150亿美元收购后者,正是为了让它的芯片业务不再错过自动驾驶的风口。业绩方面,自从被英特尔收购以来,Mobileye的收入增长了近两倍,Mobileye在2020年的营收为9.67亿美元,与2019年的8.79亿美元相比,同比增长10%。 在2021第三季度财报显示营收为3.26亿美元,同比增长39%,英特尔预计,2021年Mobileye的收入将增长40%以上。但在当前车企更愿意用软件作为自身护城河的背景下,Mobileye选用的软硬件打包方式让其面临失去车企客户的风险。具体来看,特斯拉采用FSD芯片取代Mobileye,理想从EyeQ4换装了地平线征程3,Mobileye的紧密合作伙伴宝马,最近与高通达成合作,其新车将在2025年开始使用高通骁龙Ride自动驾驶平台,蔚来汽车的首款纯电动轿车ET7也将完成从Mobileye到英伟达Orin方案的切换。从公司最新的进展来看,英特尔已选择美国俄亥俄州哥伦布市新建一家工厂,计划投资200亿美元,以扩大半导体产能。此举是英特尔首席执行官Pat Gelsinger决定扩大美国产能的一部分,以帮助应对全球半导体短缺。分析师观点彭博行业分析师Mandeep Singh认为,英特尔的客户端PC销售额可能会超过12%的降幅预期,超大规模云领域的疲软可能会继续拖累其数据中心销售,即使英特尔推出了新的GPU,由于其工艺节点与7nm和5nm芯片的差距,该公司的产品在性能方面可能无法与竞争对手英伟达和AMD竞争。而它对 2022 年的毛利率预期可能低于其先前 51%-53% 的预期,因为该公司加倍扩大自己的晶圆厂,同时其客户端和数据中心部门的定价增长将逐渐放缓。花旗分析师Danely评论称,近期英特尔宣布任命美光科技的高管David Zinsner为首席财务官是一个积极的举措,Zinsner任职的每家上市公司的营业利润率都提高了约10%。Zinsner与公司CEO Pat Gelsinger合作,将令英特尔拥有在半导体行业中最好的领导团队之一。但生产延迟,以及服务器CPU的市场份额逐渐流失等问题,让其仍需付出相当大的努力和专注力,给予公司“中性”评级,目标价为52美元。Tigress Financial分析师Ivan Feinseth指出,英特尔在新处理器开发领域进行的投资,有助于其重新获得半导体行业的领导地位;而它宣布的代工计划可能产生1000亿美元的收入。同时,Mobileye部门的上市可为某些增长领域的投资提供额外资金,给予公司“买入”评级,目标价为72美元。分析师预测根据彭博一致预期,英特尔2021年第四季度营收为183.13亿美元,调整后净利润为36.96亿美元,调整后EPS为0.903美元。共有48位分析师对微软进行了评级,其中18位给予买入评级,22位给予持有评级,8位给予卖出评级,平均目标价为57.15美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606202470,"gmtCreate":1638880692517,"gmtModify":1638880692517,"author":{"id":"3536299205243765","authorId":"3536299205243765","name":"开心果迷糊","avatar":"https://static.tigerbbs.com/938156728d16fd50ff05e98708ac9628","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3536299205243765","idStr":"3536299205243765"},"themes":[],"htmlText":"Nice","listText":"Nice","text":"Nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606202470","repostId":"601491571","repostType":1,"repost":{"id":601491571,"gmtCreate":1638545261318,"gmtModify":1638572301249,"author":{"id":"3570666495099072","authorId":"3570666495099072","name":"Mozu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3570666495099072","idStr":"3570666495099072"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> Personally, I think between $240 - 248 area is the bottom zone. Just a hunch, not sure what others would think. Don't take my word, I don't have any basis, just a hunch base on RSI lower than 25%","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/SE\">$Sea Ltd(SE)$</a> Personally, I think between $240 - 248 area is the bottom zone. Just a hunch, not sure what others would think. Don't take my word, I don't have any basis, just a hunch base on RSI lower than 25%","text":"$Sea Ltd(SE)$ Personally, I think between $240 - 248 area is the bottom zone. Just a hunch, not sure what others would think. Don't take my word, I don't have any basis, just a hunch base on RSI lower than 25%","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601491571","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606208247,"gmtCreate":1638880513125,"gmtModify":1638880513125,"author":{"id":"3536299205243765","authorId":"3536299205243765","name":"开心果迷糊","avatar":"https://static.tigerbbs.com/938156728d16fd50ff05e98708ac9628","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3536299205243765","idStr":"3536299205243765"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/606208247","repostId":"608755097","repostType":1,"repost":{"id":608755097,"gmtCreate":1638794573685,"gmtModify":1638797784427,"author":{"id":"3548388348794551","authorId":"3548388348794551","name":"问就是加仓up","avatar":"https://static.tigerbbs.com/4e98ddf789d46c5627f944fc581c0fe9","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3548388348794551","idStr":"3548388348794551"},"themes":[],"title":"博弈美团快手月内创新低","htmlText":"快手做空了一段时间了,今天才买put的一个主要原因是感觉中概股真的太弱了,之前是拿涡轮做空,买的认沽涡轮,最近一直在玩26649,前段时间财报出来以后一度腰斩,最近已经完全拉回来了,我就是暴跌之后进去的,但是真没吃到翻倍,一路操作下来,挣了三五十个点吧,涡轮的流动性和价差是最难受的。好几个号当时都抄底了, 图上的这个t可以忽略,因为那段时间这个账号没钱了。突然发现,这不是一倍,这是3倍,我就是财报出来0.03进去的,没想到我玩了个寂寞。言归正传,我买的这两个put,看中的就是贼便宜,哪怕归零了也不至于很难受。当然这是主观原因,另一个原因就是目前大部分的中概互联股票最近都创下了年内新低,即便是倔强的多多和b站也都撑不住了,还有新能源三傻也在新低的边缘疯狂试探,所以腾讯和美团就不能新低吗?当然这两个理由还是不够充分的,但是这两个股目前都是妥妥的空头趋势,如果没有一个大幅下杀拉升的长下影线,我觉得大概率是没有到底部的。或者说目前大部分中概股目前都是极致的向下趋势,这两个算是比较克制的,还没有出现加速下跌,美团走势比快手强多了。各有2张期权,可能会看情况各平仓一张。不要盲目跟风,这个实现的概率真的挺低的,所以我称之为博(du)弈(bo)现在港股的持续下跌,抄底成功的概率会越来越大,但是我觉得还是不要养成抄底的习惯,做投资要做大概率事件。关于港股,真没啥好说的,而且目前大概率还不是底部,除非哪天腾讯来个暴跌?不然我觉得在这之前,还是不宜看多,而且现在抄底港股的资金还是有很多,等啥时候看见到处都是抄底被套的例子的时候,大概率就差不多了吧,反正我是不打算抄底,各位量力而行。如果执着抄底,可以看看有多少人从140就开始抄底阿里,拿着芒格说事的,不是引战,只是举个例子,因为现在很多股票大概率还没有到了底部,现在的杀跌太猛了,只要有大单砸,股价就毫无抵抗。与其抄底,不如做个优雅的观望者,等别人","listText":"快手做空了一段时间了,今天才买put的一个主要原因是感觉中概股真的太弱了,之前是拿涡轮做空,买的认沽涡轮,最近一直在玩26649,前段时间财报出来以后一度腰斩,最近已经完全拉回来了,我就是暴跌之后进去的,但是真没吃到翻倍,一路操作下来,挣了三五十个点吧,涡轮的流动性和价差是最难受的。好几个号当时都抄底了, 图上的这个t可以忽略,因为那段时间这个账号没钱了。突然发现,这不是一倍,这是3倍,我就是财报出来0.03进去的,没想到我玩了个寂寞。言归正传,我买的这两个put,看中的就是贼便宜,哪怕归零了也不至于很难受。当然这是主观原因,另一个原因就是目前大部分的中概互联股票最近都创下了年内新低,即便是倔强的多多和b站也都撑不住了,还有新能源三傻也在新低的边缘疯狂试探,所以腾讯和美团就不能新低吗?当然这两个理由还是不够充分的,但是这两个股目前都是妥妥的空头趋势,如果没有一个大幅下杀拉升的长下影线,我觉得大概率是没有到底部的。或者说目前大部分中概股目前都是极致的向下趋势,这两个算是比较克制的,还没有出现加速下跌,美团走势比快手强多了。各有2张期权,可能会看情况各平仓一张。不要盲目跟风,这个实现的概率真的挺低的,所以我称之为博(du)弈(bo)现在港股的持续下跌,抄底成功的概率会越来越大,但是我觉得还是不要养成抄底的习惯,做投资要做大概率事件。关于港股,真没啥好说的,而且目前大概率还不是底部,除非哪天腾讯来个暴跌?不然我觉得在这之前,还是不宜看多,而且现在抄底港股的资金还是有很多,等啥时候看见到处都是抄底被套的例子的时候,大概率就差不多了吧,反正我是不打算抄底,各位量力而行。如果执着抄底,可以看看有多少人从140就开始抄底阿里,拿着芒格说事的,不是引战,只是举个例子,因为现在很多股票大概率还没有到了底部,现在的杀跌太猛了,只要有大单砸,股价就毫无抵抗。与其抄底,不如做个优雅的观望者,等别人","text":"快手做空了一段时间了,今天才买put的一个主要原因是感觉中概股真的太弱了,之前是拿涡轮做空,买的认沽涡轮,最近一直在玩26649,前段时间财报出来以后一度腰斩,最近已经完全拉回来了,我就是暴跌之后进去的,但是真没吃到翻倍,一路操作下来,挣了三五十个点吧,涡轮的流动性和价差是最难受的。好几个号当时都抄底了, 图上的这个t可以忽略,因为那段时间这个账号没钱了。突然发现,这不是一倍,这是3倍,我就是财报出来0.03进去的,没想到我玩了个寂寞。言归正传,我买的这两个put,看中的就是贼便宜,哪怕归零了也不至于很难受。当然这是主观原因,另一个原因就是目前大部分的中概互联股票最近都创下了年内新低,即便是倔强的多多和b站也都撑不住了,还有新能源三傻也在新低的边缘疯狂试探,所以腾讯和美团就不能新低吗?当然这两个理由还是不够充分的,但是这两个股目前都是妥妥的空头趋势,如果没有一个大幅下杀拉升的长下影线,我觉得大概率是没有到底部的。或者说目前大部分中概股目前都是极致的向下趋势,这两个算是比较克制的,还没有出现加速下跌,美团走势比快手强多了。各有2张期权,可能会看情况各平仓一张。不要盲目跟风,这个实现的概率真的挺低的,所以我称之为博(du)弈(bo)现在港股的持续下跌,抄底成功的概率会越来越大,但是我觉得还是不要养成抄底的习惯,做投资要做大概率事件。关于港股,真没啥好说的,而且目前大概率还不是底部,除非哪天腾讯来个暴跌?不然我觉得在这之前,还是不宜看多,而且现在抄底港股的资金还是有很多,等啥时候看见到处都是抄底被套的例子的时候,大概率就差不多了吧,反正我是不打算抄底,各位量力而行。如果执着抄底,可以看看有多少人从140就开始抄底阿里,拿着芒格说事的,不是引战,只是举个例子,因为现在很多股票大概率还没有到了底部,现在的杀跌太猛了,只要有大单砸,股价就毫无抵抗。与其抄底,不如做个优雅的观望者,等别人","images":[{"img":"https://static.tigerbbs.com/93fab94c81596df7428b674bf2685663","width":"688","height":"343"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608755097","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1057,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":609760734,"gmtCreate":1638327044446,"gmtModify":1638327044446,"author":{"id":"3536299205243765","authorId":"3536299205243765","name":"开心果迷糊","avatar":"https://static.tigerbbs.com/938156728d16fd50ff05e98708ac9628","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3536299205243765","idStr":"3536299205243765"},"themes":[],"htmlText":"智商税有点6","listText":"智商税有点6","text":"智商税有点6","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/609760734","repostId":"1165168037","repostType":4,"repost":{"id":"1165168037","kind":"news","pubTimestamp":1638326506,"share":"https://www.laohu8.com/m/news/1165168037?lang=&edition=full","pubTime":"2021-12-01 10:41","market":"us","language":"zh","title":"马斯克:别给苹果抛光布交智商税,快来买特斯拉哨子","url":"https://stock-news.laohu8.com/highlight/detail?id=1165168037","media":"新浪科技","summary":"特斯拉推出限量版赛博卡车造型哨子,售价每只50美元(约合人民币318元),其CEO埃隆·马斯克为该产品在Twitter卖力宣传,表示“别给苹果抛光布交智商税,快来买特斯拉哨子吧!”\n\n此前,苹果推出售","content":"<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>推出限量版赛博卡车造型哨子,售价每只50美元(约合人民币318元),其CEO埃隆·马斯克为该产品在<a href=\"https://laohu8.com/S/TWTR\">Twitter</a>卖力宣传,表示“别给<a href=\"https://laohu8.com/S/AAPL\">苹果</a>抛光布交智商税,快来买特斯拉哨子吧!”</p>\n<p><img src=\"https://static.tigerbbs.com/19117d81605878a653ffd3dda45d390f\" tg-width=\"630\" tg-height=\"307\" referrerpolicy=\"no-referrer\"></p>\n<p>此前,苹果推出售价19美元(国内为145元)的抛光布,一经发售就被一抢而空,部分地区甚至要等待三个月才能入手。</p>\n<p><img src=\"https://static.tigerbbs.com/236f19ff8c774ea8b7d7013deac32034\" tg-width=\"640\" tg-height=\"353\" referrerpolicy=\"no-referrer\"></p>","source":"lsy1635144614083","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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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马斯克:别给苹果抛光布交智商税,快来买特斯拉哨子\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-01 10:41 北京时间 <a href=https://finance.sina.com.cn/tech/2021-12-01/doc-ikyamrmy6103327.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉推出限量版赛博卡车造型哨子,售价每只50美元(约合人民币318元),其CEO埃隆·马斯克为该产品在Twitter卖力宣传,表示“别给苹果抛光布交智商税,快来买特斯拉哨子吧!”\n\n此前,苹果推出售价19美元(国内为145元)的抛光布,一经发售就被一抢而空,部分地区甚至要等待三个月才能入手。</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2021-12-01/doc-ikyamrmy6103327.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8c81d0db6d2e82b45f210343441cc834","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://finance.sina.com.cn/tech/2021-12-01/doc-ikyamrmy6103327.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165168037","content_text":"特斯拉推出限量版赛博卡车造型哨子,售价每只50美元(约合人民币318元),其CEO埃隆·马斯克为该产品在Twitter卖力宣传,表示“别给苹果抛光布交智商税,快来买特斯拉哨子吧!”\n\n此前,苹果推出售价19美元(国内为145元)的抛光布,一经发售就被一抢而空,部分地区甚至要等待三个月才能入手。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1665,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":241367820513472,"gmtCreate":1699948414954,"gmtModify":1699948585378,"author":{"id":"3536299205243765","authorId":"3536299205243765","name":"开心果迷糊","avatar":"https://static.tigerbbs.com/938156728d16fd50ff05e98708ac9628","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3536299205243765","authorIdStr":"3536299205243765"},"themes":[],"title":"老虎邀请礼","htmlText":"查看详情:: <a href=\"https://www.tigerbrokers.com.sg/activity/forapp/invitflow/sgp.html?adcode=AC1694681219644MNepOI&actionID=e00874a9286179eb1d6a4fcdd72dc43f&skin=2&os=iOS&account_id=50687084&utm_source=invite&utm_campaign=AC1694681219644MNepOI&utm_medium=tiger_community&platform=iOS&shareID=d93ca03577e07e62146084c8c9332341&invite=HMNNN&lang=zh_TW\">老虎邀请礼</a> 邀请好友赢取USD 888*奖励! 此帖仅开放于中国大陆用户","listText":"查看详情:: <a href=\"https://www.tigerbrokers.com.sg/activity/forapp/invitflow/sgp.html?adcode=AC1694681219644MNepOI&actionID=e00874a9286179eb1d6a4fcdd72dc43f&skin=2&os=iOS&account_id=50687084&utm_source=invite&utm_campaign=AC1694681219644MNepOI&utm_medium=tiger_community&platform=iOS&shareID=d93ca03577e07e62146084c8c9332341&invite=HMNNN&lang=zh_TW\">老虎邀请礼</a> 邀请好友赢取USD 888*奖励! 此帖仅开放于中国大陆用户","text":"查看详情:: 老虎邀请礼 邀请好友赢取USD 888*奖励! 此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/afe3ada11d030678dc4a089993651813"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/241367820513472","isVote":1,"tweetType":1,"viewCount":1289,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":223809274417248,"gmtCreate":1695631296360,"gmtModify":1695631655243,"author":{"id":"3536299205243765","authorId":"3536299205243765","name":"开心果迷糊","avatar":"https://static.tigerbbs.com/938156728d16fd50ff05e98708ac9628","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3536299205243765","authorIdStr":"3536299205243765"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SPRC\">$SciSparc Ltd.(SPRC)$ </a>","listText":"<a href=\"https://laohu8.com/S/SPRC\">$SciSparc Ltd.(SPRC)$ </a>","text":"$SciSparc Ltd.(SPRC)$","images":[{"img":"https://static.tigerbbs.com/ac1883f6b820592df225f9303308a561","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/223809274417248","isVote":1,"tweetType":1,"viewCount":1737,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":697278823,"gmtCreate":1642504819919,"gmtModify":1642504819919,"author":{"id":"3536299205243765","authorId":"3536299205243765","name":"开心果迷糊","avatar":"https://static.tigerbbs.com/938156728d16fd50ff05e98708ac9628","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3536299205243765","authorIdStr":"3536299205243765"},"themes":[],"htmlText":"best了","listText":"best了","text":"best了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/697278823","repostId":"1170178036","repostType":4,"repost":{"id":"1170178036","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":1642502575,"share":"https://www.laohu8.com/m/news/1170178036?lang=&edition=full","pubTime":"2022-01-18 18:42","market":"us","language":"zh","title":"财报前瞻:PC市场降温、Mobileye被车企抛弃,英特尔Q4业绩恐凶多吉少","url":"https://stock-news.laohu8.com/highlight/detail?id=1170178036","media":"老虎资讯综合","summary":"芯片龙头英特尔将于1月26日美股盘后发布2021年第四季度财报。PC市场的大幅降温、Mobileye被宝马、特斯拉、“蔚小理”等车企纷纷抛弃,将会让英特尔本季度的财报蒙上一层阴影。 英特尔曾是半导体领","content":"<html><head></head><body><p>芯片龙头英特尔将于1月26日美股盘后发布2021年第四季度财报。PC市场的大幅降温、Mobileye被宝马、特斯拉、“蔚小理”等车企纷纷抛弃,将会让英特尔本季度的财报蒙上一层阴影。</p><p> <img src=\"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44\" tg-width=\"400\" tg-height=\"300\" width=\"100%\" height=\"auto\"/></p><p>英特尔曾是半导体领域的佼佼者,但在移动时代逐渐落伍,目前在芯片领域需要挑战台积电、三星、英伟达等巨头,从过去几年公司股价的走势来看,它表现平平,其市值略高于2000亿美元,远不及竞争对手英伟达和台积电。</p><p><img src=\"https://static.tigerbbs.com/f5634e29067b7d08e99136b2c3ad3c4c\" tg-width=\"554\" tg-height=\"400\" width=\"100%\" height=\"auto\"/><b>上季度财报回顾</b></p><p>英特尔三季度营收为192亿美元,同比增长4.9%,低于市场预期;调整后EPS为1.71美元,略高于分析师预期1.11美元。</p><p>公司提高了全年调整后每股收益预测,预计GAAP全年每股收益为4.50美元,非GAAP每股收益为5.28美元,GAAP毛利率为55%,非GAAP毛利率为57%。</p><p><img src=\"https://static.tigerbbs.com/2d9c20b215311334344e753c4ef04099\" tg-width=\"500\" tg-height=\"152\" width=\"100%\" height=\"auto\"/>公司预计其四季度营收将会超出预期。根据Refinitiv的IBES数据,其第四季度收入约为183亿美元。</p><p><img src=\"https://static.tigerbbs.com/db98c30c3471a46cd7fe6463c6b4c66e\" tg-width=\"500\" tg-height=\"219\" width=\"100%\" height=\"auto\"/>分业务来看,五大业务部门喜忧参半,三季度的营收主要是由物联网业务部和数据中心事业部逐步恢复正常运营而贡献的。英特尔还表示,其物联网、数据中心和MobileEye部门的第三季度数字创历史新高。</p><p><img src=\"https://static.tigerbbs.com/9a3ecd2ae4c894eb8bbd1de24cd1c4a3\" tg-width=\"500\" tg-height=\"117\" width=\"100%\" height=\"auto\"/><b>本季度看点 </b></p><p>PC市场的销售热潮将成为过去式,IDC估计,2021年个人电脑发货量增长近12%至3.376亿台,而前一年的增幅为13%。但IDC预计,今年个人电脑销量将与去年持平,2023年仅会增长1%。这使得Intel和AMD两家芯片制造商之间的竞争更为激烈:AMD需要继续抢占更多市场份额,但Intel不能再失去自留地。</p><p>同时,根据市场研究公司Gartner数据显示,2021年全球存储芯片销售额将增长33%,而CPU销售额仅增长4%。自疫情以来个人电脑的销售量一直在增长,但最近已经开始下降,预计将对英特尔产生负面影响。</p><p>而四季度英特尔最大的关注焦点是旗下的自动驾驶子公司Mobileye将于今年年中赴美上市,估值有望突破500亿美元,2017年英特尔斥资150亿美元收购后者,正是为了让它的芯片业务不再错过自动驾驶的风口。</p><p>业绩方面,自从被英特尔收购以来,Mobileye的收入增长了近两倍,Mobileye在2020年的营收为9.67亿美元,与2019年的8.79亿美元相比,同比增长10%。 在2021第三季度财报显示营收为3.26亿美元,同比增长39%,英特尔预计,2021年Mobileye的收入将增长40%以上。</p><p>但在当前车企更愿意用软件作为自身护城河的背景下,Mobileye选用的软硬件打包方式让其面临失去车企客户的风险。具体来看,特斯拉采用FSD芯片取代Mobileye,理想从EyeQ4换装了地平线征程3,Mobileye的紧密合作伙伴宝马,最近与高通达成合作,其新车将在2025年开始使用高通骁龙Ride自动驾驶平台,蔚来汽车的首款纯电动轿车ET7也将完成从Mobileye到英伟达Orin方案的切换。</p><p>从公司最新的进展来看,英特尔已选择美国俄亥俄州哥伦布市新建一家工厂,计划投资200亿美元,以扩大半导体产能。此举是英特尔首席执行官Pat Gelsinger决定扩大美国产能的一部分,以帮助应对全球半导体短缺。</p><p><b>分析师观点</b></p><p>彭博行业分析师Mandeep Singh认为,英特尔的客户端PC销售额可能会超过12%的降幅预期,超大规模云领域的疲软可能会继续拖累其数据中心销售,即使英特尔推出了新的GPU,由于其工艺节点与7nm和5nm芯片的差距,该公司的产品在性能方面可能无法与竞争对手英伟达和AMD竞争。而它对 2022 年的毛利率预期可能低于其先前 51%-53% 的预期,因为该公司加倍扩大自己的晶圆厂,同时其客户端和数据中心部门的定价增长将逐渐放缓。</p><p>花旗分析师Danely评论称,近期英特尔宣布任命美光科技的高管David Zinsner为首席财务官是一个积极的举措,Zinsner任职的每家上市公司的营业利润率都提高了约10%。Zinsner与公司CEO Pat Gelsinger合作,将令英特尔拥有在半导体行业中最好的领导团队之一。但生产延迟,以及服务器CPU的市场份额逐渐流失等问题,让其仍需付出相当大的努力和专注力,给予公司“中性”评级,目标价为52美元。</p><p>Tigress Financial分析师Ivan Feinseth指出,英特尔在新处理器开发领域进行的投资,有助于其重新获得半导体行业的领导地位;而它宣布的代工计划可能产生1000亿美元的收入。同时,Mobileye部门的上市可为某些增长领域的投资提供额外资金,给予公司“买入”评级,目标价为72美元。</p><p><b>分析师预测</b></p><p>根据彭博一致预期,英特尔2021年第四季度营收为183.13亿美元,调整后净利润为36.96亿美元,调整后EPS为0.903美元。共有48位分析师对微软进行了评级,其中18位给予买入评级,22位给予持有评级,8位给予卖出评级,平均目标价为57.15美元。</p><p><img src=\"https://static.tigerbbs.com/9ae04637410781afd31613d36cdda0b7\" tg-width=\"553\" tg-height=\"122\" width=\"100%\" height=\"auto\"/></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>财报前瞻:PC市场降温、Mobileye被车企抛弃,英特尔Q4业绩恐凶多吉少</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; 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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财报前瞻:PC市场降温、Mobileye被车企抛弃,英特尔Q4业绩恐凶多吉少\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\">2022-01-18 18:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>芯片龙头英特尔将于1月26日美股盘后发布2021年第四季度财报。PC市场的大幅降温、Mobileye被宝马、特斯拉、“蔚小理”等车企纷纷抛弃,将会让英特尔本季度的财报蒙上一层阴影。</p><p> <img src=\"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44\" tg-width=\"400\" tg-height=\"300\" width=\"100%\" height=\"auto\"/></p><p>英特尔曾是半导体领域的佼佼者,但在移动时代逐渐落伍,目前在芯片领域需要挑战台积电、三星、英伟达等巨头,从过去几年公司股价的走势来看,它表现平平,其市值略高于2000亿美元,远不及竞争对手英伟达和台积电。</p><p><img src=\"https://static.tigerbbs.com/f5634e29067b7d08e99136b2c3ad3c4c\" tg-width=\"554\" tg-height=\"400\" width=\"100%\" height=\"auto\"/><b>上季度财报回顾</b></p><p>英特尔三季度营收为192亿美元,同比增长4.9%,低于市场预期;调整后EPS为1.71美元,略高于分析师预期1.11美元。</p><p>公司提高了全年调整后每股收益预测,预计GAAP全年每股收益为4.50美元,非GAAP每股收益为5.28美元,GAAP毛利率为55%,非GAAP毛利率为57%。</p><p><img src=\"https://static.tigerbbs.com/2d9c20b215311334344e753c4ef04099\" tg-width=\"500\" tg-height=\"152\" width=\"100%\" height=\"auto\"/>公司预计其四季度营收将会超出预期。根据Refinitiv的IBES数据,其第四季度收入约为183亿美元。</p><p><img src=\"https://static.tigerbbs.com/db98c30c3471a46cd7fe6463c6b4c66e\" tg-width=\"500\" tg-height=\"219\" width=\"100%\" height=\"auto\"/>分业务来看,五大业务部门喜忧参半,三季度的营收主要是由物联网业务部和数据中心事业部逐步恢复正常运营而贡献的。英特尔还表示,其物联网、数据中心和MobileEye部门的第三季度数字创历史新高。</p><p><img src=\"https://static.tigerbbs.com/9a3ecd2ae4c894eb8bbd1de24cd1c4a3\" tg-width=\"500\" tg-height=\"117\" width=\"100%\" height=\"auto\"/><b>本季度看点 </b></p><p>PC市场的销售热潮将成为过去式,IDC估计,2021年个人电脑发货量增长近12%至3.376亿台,而前一年的增幅为13%。但IDC预计,今年个人电脑销量将与去年持平,2023年仅会增长1%。这使得Intel和AMD两家芯片制造商之间的竞争更为激烈:AMD需要继续抢占更多市场份额,但Intel不能再失去自留地。</p><p>同时,根据市场研究公司Gartner数据显示,2021年全球存储芯片销售额将增长33%,而CPU销售额仅增长4%。自疫情以来个人电脑的销售量一直在增长,但最近已经开始下降,预计将对英特尔产生负面影响。</p><p>而四季度英特尔最大的关注焦点是旗下的自动驾驶子公司Mobileye将于今年年中赴美上市,估值有望突破500亿美元,2017年英特尔斥资150亿美元收购后者,正是为了让它的芯片业务不再错过自动驾驶的风口。</p><p>业绩方面,自从被英特尔收购以来,Mobileye的收入增长了近两倍,Mobileye在2020年的营收为9.67亿美元,与2019年的8.79亿美元相比,同比增长10%。 在2021第三季度财报显示营收为3.26亿美元,同比增长39%,英特尔预计,2021年Mobileye的收入将增长40%以上。</p><p>但在当前车企更愿意用软件作为自身护城河的背景下,Mobileye选用的软硬件打包方式让其面临失去车企客户的风险。具体来看,特斯拉采用FSD芯片取代Mobileye,理想从EyeQ4换装了地平线征程3,Mobileye的紧密合作伙伴宝马,最近与高通达成合作,其新车将在2025年开始使用高通骁龙Ride自动驾驶平台,蔚来汽车的首款纯电动轿车ET7也将完成从Mobileye到英伟达Orin方案的切换。</p><p>从公司最新的进展来看,英特尔已选择美国俄亥俄州哥伦布市新建一家工厂,计划投资200亿美元,以扩大半导体产能。此举是英特尔首席执行官Pat Gelsinger决定扩大美国产能的一部分,以帮助应对全球半导体短缺。</p><p><b>分析师观点</b></p><p>彭博行业分析师Mandeep Singh认为,英特尔的客户端PC销售额可能会超过12%的降幅预期,超大规模云领域的疲软可能会继续拖累其数据中心销售,即使英特尔推出了新的GPU,由于其工艺节点与7nm和5nm芯片的差距,该公司的产品在性能方面可能无法与竞争对手英伟达和AMD竞争。而它对 2022 年的毛利率预期可能低于其先前 51%-53% 的预期,因为该公司加倍扩大自己的晶圆厂,同时其客户端和数据中心部门的定价增长将逐渐放缓。</p><p>花旗分析师Danely评论称,近期英特尔宣布任命美光科技的高管David Zinsner为首席财务官是一个积极的举措,Zinsner任职的每家上市公司的营业利润率都提高了约10%。Zinsner与公司CEO Pat Gelsinger合作,将令英特尔拥有在半导体行业中最好的领导团队之一。但生产延迟,以及服务器CPU的市场份额逐渐流失等问题,让其仍需付出相当大的努力和专注力,给予公司“中性”评级,目标价为52美元。</p><p>Tigress Financial分析师Ivan Feinseth指出,英特尔在新处理器开发领域进行的投资,有助于其重新获得半导体行业的领导地位;而它宣布的代工计划可能产生1000亿美元的收入。同时,Mobileye部门的上市可为某些增长领域的投资提供额外资金,给予公司“买入”评级,目标价为72美元。</p><p><b>分析师预测</b></p><p>根据彭博一致预期,英特尔2021年第四季度营收为183.13亿美元,调整后净利润为36.96亿美元,调整后EPS为0.903美元。共有48位分析师对微软进行了评级,其中18位给予买入评级,22位给予持有评级,8位给予卖出评级,平均目标价为57.15美元。</p><p><img src=\"https://static.tigerbbs.com/9ae04637410781afd31613d36cdda0b7\" tg-width=\"553\" tg-height=\"122\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fab3e6da33eab070d39ea5ddbb760010","relate_stocks":{"INTC":"英特尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170178036","content_text":"芯片龙头英特尔将于1月26日美股盘后发布2021年第四季度财报。PC市场的大幅降温、Mobileye被宝马、特斯拉、“蔚小理”等车企纷纷抛弃,将会让英特尔本季度的财报蒙上一层阴影。 英特尔曾是半导体领域的佼佼者,但在移动时代逐渐落伍,目前在芯片领域需要挑战台积电、三星、英伟达等巨头,从过去几年公司股价的走势来看,它表现平平,其市值略高于2000亿美元,远不及竞争对手英伟达和台积电。上季度财报回顾英特尔三季度营收为192亿美元,同比增长4.9%,低于市场预期;调整后EPS为1.71美元,略高于分析师预期1.11美元。公司提高了全年调整后每股收益预测,预计GAAP全年每股收益为4.50美元,非GAAP每股收益为5.28美元,GAAP毛利率为55%,非GAAP毛利率为57%。公司预计其四季度营收将会超出预期。根据Refinitiv的IBES数据,其第四季度收入约为183亿美元。分业务来看,五大业务部门喜忧参半,三季度的营收主要是由物联网业务部和数据中心事业部逐步恢复正常运营而贡献的。英特尔还表示,其物联网、数据中心和MobileEye部门的第三季度数字创历史新高。本季度看点 PC市场的销售热潮将成为过去式,IDC估计,2021年个人电脑发货量增长近12%至3.376亿台,而前一年的增幅为13%。但IDC预计,今年个人电脑销量将与去年持平,2023年仅会增长1%。这使得Intel和AMD两家芯片制造商之间的竞争更为激烈:AMD需要继续抢占更多市场份额,但Intel不能再失去自留地。同时,根据市场研究公司Gartner数据显示,2021年全球存储芯片销售额将增长33%,而CPU销售额仅增长4%。自疫情以来个人电脑的销售量一直在增长,但最近已经开始下降,预计将对英特尔产生负面影响。而四季度英特尔最大的关注焦点是旗下的自动驾驶子公司Mobileye将于今年年中赴美上市,估值有望突破500亿美元,2017年英特尔斥资150亿美元收购后者,正是为了让它的芯片业务不再错过自动驾驶的风口。业绩方面,自从被英特尔收购以来,Mobileye的收入增长了近两倍,Mobileye在2020年的营收为9.67亿美元,与2019年的8.79亿美元相比,同比增长10%。 在2021第三季度财报显示营收为3.26亿美元,同比增长39%,英特尔预计,2021年Mobileye的收入将增长40%以上。但在当前车企更愿意用软件作为自身护城河的背景下,Mobileye选用的软硬件打包方式让其面临失去车企客户的风险。具体来看,特斯拉采用FSD芯片取代Mobileye,理想从EyeQ4换装了地平线征程3,Mobileye的紧密合作伙伴宝马,最近与高通达成合作,其新车将在2025年开始使用高通骁龙Ride自动驾驶平台,蔚来汽车的首款纯电动轿车ET7也将完成从Mobileye到英伟达Orin方案的切换。从公司最新的进展来看,英特尔已选择美国俄亥俄州哥伦布市新建一家工厂,计划投资200亿美元,以扩大半导体产能。此举是英特尔首席执行官Pat Gelsinger决定扩大美国产能的一部分,以帮助应对全球半导体短缺。分析师观点彭博行业分析师Mandeep Singh认为,英特尔的客户端PC销售额可能会超过12%的降幅预期,超大规模云领域的疲软可能会继续拖累其数据中心销售,即使英特尔推出了新的GPU,由于其工艺节点与7nm和5nm芯片的差距,该公司的产品在性能方面可能无法与竞争对手英伟达和AMD竞争。而它对 2022 年的毛利率预期可能低于其先前 51%-53% 的预期,因为该公司加倍扩大自己的晶圆厂,同时其客户端和数据中心部门的定价增长将逐渐放缓。花旗分析师Danely评论称,近期英特尔宣布任命美光科技的高管David Zinsner为首席财务官是一个积极的举措,Zinsner任职的每家上市公司的营业利润率都提高了约10%。Zinsner与公司CEO Pat Gelsinger合作,将令英特尔拥有在半导体行业中最好的领导团队之一。但生产延迟,以及服务器CPU的市场份额逐渐流失等问题,让其仍需付出相当大的努力和专注力,给予公司“中性”评级,目标价为52美元。Tigress Financial分析师Ivan Feinseth指出,英特尔在新处理器开发领域进行的投资,有助于其重新获得半导体行业的领导地位;而它宣布的代工计划可能产生1000亿美元的收入。同时,Mobileye部门的上市可为某些增长领域的投资提供额外资金,给予公司“买入”评级,目标价为72美元。分析师预测根据彭博一致预期,英特尔2021年第四季度营收为183.13亿美元,调整后净利润为36.96亿美元,调整后EPS为0.903美元。共有48位分析师对微软进行了评级,其中18位给予买入评级,22位给予持有评级,8位给予卖出评级,平均目标价为57.15美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685745604,"gmtCreate":1659963048311,"gmtModify":1659963048311,"author":{"id":"3536299205243765","authorId":"3536299205243765","name":"开心果迷糊","avatar":"https://static.tigerbbs.com/938156728d16fd50ff05e98708ac9628","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3536299205243765","authorIdStr":"3536299205243765"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/C6L.SI\">$新加坡航空公司(C6L.SI)$</a>这股票涨的真好,开心死了哈哈哈哈哈啊哈哈哈哈哈哈","listText":"<a href=\"https://laohu8.com/S/C6L.SI\">$新加坡航空公司(C6L.SI)$</a>这股票涨的真好,开心死了哈哈哈哈哈啊哈哈哈哈哈哈","text":"$新加坡航空公司(C6L.SI)$这股票涨的真好,开心死了哈哈哈哈哈啊哈哈哈哈哈哈","images":[{"img":"https://static.tigerbbs.com/514b11bbf27ccc03f2814999b5aa7bcc","width":"1170","height":"2292"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/685745604","isVote":1,"tweetType":1,"viewCount":1717,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":609784255,"gmtCreate":1638326804739,"gmtModify":1638326804739,"author":{"id":"3536299205243765","authorId":"3536299205243765","name":"开心果迷糊","avatar":"https://static.tigerbbs.com/938156728d16fd50ff05e98708ac9628","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3536299205243765","authorIdStr":"3536299205243765"},"themes":[],"htmlText":"vvvvvv","listText":"vvvvvv","text":"vvvvvv","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609784255","repostId":"1107788543","repostType":4,"repost":{"id":"1107788543","kind":"news","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业,总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1638326017,"share":"https://www.laohu8.com/m/news/1107788543?lang=&edition=full","pubTime":"2021-12-01 10:33","market":"us","language":"zh","title":"加速Taper,放弃通胀“暂时论”,一文看懂鲍威尔要干啥","url":"https://stock-news.laohu8.com/highlight/detail?id=1107788543","media":"Wind万得","summary":"由于通胀压力不断上升,美联储可能会加快缩债的步伐。","content":"<p>周二(11月30日),美联储主席鲍威尔暗示,由于通胀压力不断上升,美联储可能会加快缩债的步伐。</p>\n<p>在参议院一个委员会的听证会上,鲍威尔表示,他认为缩减购债的速度可以比本月早些时候宣布的每月150亿美元的计划更快。鲍威尔说,他希望在12月的议息会议上讨论这个问题。</p>\n<p>他说:“目前,经济非常强劲,通胀压力更高。因此,在我看来,考虑结束缩减资产购买规模是恰当的。我们实际上是在11月的会议上宣布的,可能会提前几个月。”“我预计我们将在即将举行的会议上讨论这个问题。”</p>\n<p>按照最初的缩减计划,债券购买将在6月左右结束;如果美联储选择加速加息,这可能意味着在春季早些时候结束加息,从而给美联储此后任何时候加息留有余地。</p>\n<p>鲍威尔发表上述言论后,美国股市下跌,而美债收益率上升。这番话增加了市场的担忧,市场已经对新出现的新冠变异毒株感到不安,尽管早期迹象表明,该变种比以前的版本更温和。</p>\n<p>联邦公开市场委员会(FOMC)制定包括利率在内的货币政策,美联储通过购买债券,努力促进经济活动。在11月议息会议后,美联储表示将每月削减购债150亿美元,包括100亿美元的美国国债和50亿美元的抵押贷款支持证券。</p>\n<p>不过,会后声明指出,11月和12月的情况将是如此,但同时指出,“如果经济前景发生变化,美联储准备调整购买步伐。”</p>\n<p>同时,会议纪要显示,委员会成员不仅准备削减购债,还准备在通胀持续的情况下开始加息。</p>\n<p>美联储此前每月至少购买1200亿美元国债,其中800亿美元为美国国债,400亿美元为抵押贷款支持证券。</p>\n<p>鲍威尔表示,购债计划为美联储8.73万亿美元的资产负债表增加了4.5万亿美元,此举一直在\"支撑经济活动\"。不过,他表示,经济的进展已经让这个通常被称为量化宽松的计划不再那么紧迫。</p>\n<p>他说:“随着经济持续走强,随着我们看到持续存在的重大通胀压力,这样做的必要性明显减弱,这就是为什么我们宣布将缩减购债规模,这就是为什么我们现在说,我们将在下次会议上讨论更快地缩减购债规模的原因。”</p>\n<p>鲍威尔没有说明紧缩的幅度会有多大。花旗集团分析师表示,美联储可能将缩债规模扩大一倍,至每月300亿美元。</p>\n<p>鲍威尔一直强调,紧缩不应被视为加息即将到来的迹象。</p>\n<p>市场目前预计,2022年至少会有两次25个基点的加息,12月前可能会有第三次,而美联储官员9月份的预测则指向了一个不那么激进的加息进程。这些预测也将在12月的会议上更新。</p>\n<p>通胀“暂时论”退出的好时机</p>\n<p>自11月FOMC会议以来,更多数据显示通胀正处于30多年来的最高水平。</p>\n<p>在周二举行的听证会上,鲍威尔面临多个问题,包括通货膨胀以及美联储正在考虑采取何种政策调整来解决这个问题。</p>\n<p>美联储官员长期以来一直坚称,通货膨胀是“暂时的”,鲍威尔将这个词定义为不会对经济造成持久的影响。这个词出现在去年11月的会后声明中,不过,鲍威尔说,这个词可能不再有用了。</p>\n<p>“短暂的”这个词对不同的人有不同的含义。对许多人来说,它带有一种“短期“的感觉。我们倾向于用它来表示,它不会以更高的通胀形式留下永久性的印记。“我认为现在可能是时候放弃这个词,试着更清楚地解释我们的意思了。”</p>\n<p>知名金融博客Zerohedge表示,鲍威尔同意放弃“暂时通胀”这一表述,说明他明确地承认高通胀不再是暂时的,这令美联储存在对抗高通胀的急迫性,可以构成加快完成taper的理由,但也与11月初FOMC称要在2022年6月完成taper发生了重大变化。</p>\n<p>鲍威尔誓言美联储将在控制通胀方面保持警惕。</p>\n<p>“你已经看到我们的政策在调整,你还会看到它在继续调整。我们将使用我们的工具来确保高通胀不会根深蒂固。”</p>","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加速Taper,放弃通胀“暂时论”,一文看懂鲍威尔要干啥\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time\">2021-12-01 10:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周二(11月30日),美联储主席鲍威尔暗示,由于通胀压力不断上升,美联储可能会加快缩债的步伐。</p>\n<p>在参议院一个委员会的听证会上,鲍威尔表示,他认为缩减购债的速度可以比本月早些时候宣布的每月150亿美元的计划更快。鲍威尔说,他希望在12月的议息会议上讨论这个问题。</p>\n<p>他说:“目前,经济非常强劲,通胀压力更高。因此,在我看来,考虑结束缩减资产购买规模是恰当的。我们实际上是在11月的会议上宣布的,可能会提前几个月。”“我预计我们将在即将举行的会议上讨论这个问题。”</p>\n<p>按照最初的缩减计划,债券购买将在6月左右结束;如果美联储选择加速加息,这可能意味着在春季早些时候结束加息,从而给美联储此后任何时候加息留有余地。</p>\n<p>鲍威尔发表上述言论后,美国股市下跌,而美债收益率上升。这番话增加了市场的担忧,市场已经对新出现的新冠变异毒株感到不安,尽管早期迹象表明,该变种比以前的版本更温和。</p>\n<p>联邦公开市场委员会(FOMC)制定包括利率在内的货币政策,美联储通过购买债券,努力促进经济活动。在11月议息会议后,美联储表示将每月削减购债150亿美元,包括100亿美元的美国国债和50亿美元的抵押贷款支持证券。</p>\n<p>不过,会后声明指出,11月和12月的情况将是如此,但同时指出,“如果经济前景发生变化,美联储准备调整购买步伐。”</p>\n<p>同时,会议纪要显示,委员会成员不仅准备削减购债,还准备在通胀持续的情况下开始加息。</p>\n<p>美联储此前每月至少购买1200亿美元国债,其中800亿美元为美国国债,400亿美元为抵押贷款支持证券。</p>\n<p>鲍威尔表示,购债计划为美联储8.73万亿美元的资产负债表增加了4.5万亿美元,此举一直在\"支撑经济活动\"。不过,他表示,经济的进展已经让这个通常被称为量化宽松的计划不再那么紧迫。</p>\n<p>他说:“随着经济持续走强,随着我们看到持续存在的重大通胀压力,这样做的必要性明显减弱,这就是为什么我们宣布将缩减购债规模,这就是为什么我们现在说,我们将在下次会议上讨论更快地缩减购债规模的原因。”</p>\n<p>鲍威尔没有说明紧缩的幅度会有多大。花旗集团分析师表示,美联储可能将缩债规模扩大一倍,至每月300亿美元。</p>\n<p>鲍威尔一直强调,紧缩不应被视为加息即将到来的迹象。</p>\n<p>市场目前预计,2022年至少会有两次25个基点的加息,12月前可能会有第三次,而美联储官员9月份的预测则指向了一个不那么激进的加息进程。这些预测也将在12月的会议上更新。</p>\n<p>通胀“暂时论”退出的好时机</p>\n<p>自11月FOMC会议以来,更多数据显示通胀正处于30多年来的最高水平。</p>\n<p>在周二举行的听证会上,鲍威尔面临多个问题,包括通货膨胀以及美联储正在考虑采取何种政策调整来解决这个问题。</p>\n<p>美联储官员长期以来一直坚称,通货膨胀是“暂时的”,鲍威尔将这个词定义为不会对经济造成持久的影响。这个词出现在去年11月的会后声明中,不过,鲍威尔说,这个词可能不再有用了。</p>\n<p>“短暂的”这个词对不同的人有不同的含义。对许多人来说,它带有一种“短期“的感觉。我们倾向于用它来表示,它不会以更高的通胀形式留下永久性的印记。“我认为现在可能是时候放弃这个词,试着更清楚地解释我们的意思了。”</p>\n<p>知名金融博客Zerohedge表示,鲍威尔同意放弃“暂时通胀”这一表述,说明他明确地承认高通胀不再是暂时的,这令美联储存在对抗高通胀的急迫性,可以构成加快完成taper的理由,但也与11月初FOMC称要在2022年6月完成taper发生了重大变化。</p>\n<p>鲍威尔誓言美联储将在控制通胀方面保持警惕。</p>\n<p>“你已经看到我们的政策在调整,你还会看到它在继续调整。我们将使用我们的工具来确保高通胀不会根深蒂固。”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/909f0c076f3fff78497a5c9be00e5429","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107788543","content_text":"周二(11月30日),美联储主席鲍威尔暗示,由于通胀压力不断上升,美联储可能会加快缩债的步伐。\n在参议院一个委员会的听证会上,鲍威尔表示,他认为缩减购债的速度可以比本月早些时候宣布的每月150亿美元的计划更快。鲍威尔说,他希望在12月的议息会议上讨论这个问题。\n他说:“目前,经济非常强劲,通胀压力更高。因此,在我看来,考虑结束缩减资产购买规模是恰当的。我们实际上是在11月的会议上宣布的,可能会提前几个月。”“我预计我们将在即将举行的会议上讨论这个问题。”\n按照最初的缩减计划,债券购买将在6月左右结束;如果美联储选择加速加息,这可能意味着在春季早些时候结束加息,从而给美联储此后任何时候加息留有余地。\n鲍威尔发表上述言论后,美国股市下跌,而美债收益率上升。这番话增加了市场的担忧,市场已经对新出现的新冠变异毒株感到不安,尽管早期迹象表明,该变种比以前的版本更温和。\n联邦公开市场委员会(FOMC)制定包括利率在内的货币政策,美联储通过购买债券,努力促进经济活动。在11月议息会议后,美联储表示将每月削减购债150亿美元,包括100亿美元的美国国债和50亿美元的抵押贷款支持证券。\n不过,会后声明指出,11月和12月的情况将是如此,但同时指出,“如果经济前景发生变化,美联储准备调整购买步伐。”\n同时,会议纪要显示,委员会成员不仅准备削减购债,还准备在通胀持续的情况下开始加息。\n美联储此前每月至少购买1200亿美元国债,其中800亿美元为美国国债,400亿美元为抵押贷款支持证券。\n鲍威尔表示,购债计划为美联储8.73万亿美元的资产负债表增加了4.5万亿美元,此举一直在\"支撑经济活动\"。不过,他表示,经济的进展已经让这个通常被称为量化宽松的计划不再那么紧迫。\n他说:“随着经济持续走强,随着我们看到持续存在的重大通胀压力,这样做的必要性明显减弱,这就是为什么我们宣布将缩减购债规模,这就是为什么我们现在说,我们将在下次会议上讨论更快地缩减购债规模的原因。”\n鲍威尔没有说明紧缩的幅度会有多大。花旗集团分析师表示,美联储可能将缩债规模扩大一倍,至每月300亿美元。\n鲍威尔一直强调,紧缩不应被视为加息即将到来的迹象。\n市场目前预计,2022年至少会有两次25个基点的加息,12月前可能会有第三次,而美联储官员9月份的预测则指向了一个不那么激进的加息进程。这些预测也将在12月的会议上更新。\n通胀“暂时论”退出的好时机\n自11月FOMC会议以来,更多数据显示通胀正处于30多年来的最高水平。\n在周二举行的听证会上,鲍威尔面临多个问题,包括通货膨胀以及美联储正在考虑采取何种政策调整来解决这个问题。\n美联储官员长期以来一直坚称,通货膨胀是“暂时的”,鲍威尔将这个词定义为不会对经济造成持久的影响。这个词出现在去年11月的会后声明中,不过,鲍威尔说,这个词可能不再有用了。\n“短暂的”这个词对不同的人有不同的含义。对许多人来说,它带有一种“短期“的感觉。我们倾向于用它来表示,它不会以更高的通胀形式留下永久性的印记。“我认为现在可能是时候放弃这个词,试着更清楚地解释我们的意思了。”\n知名金融博客Zerohedge表示,鲍威尔同意放弃“暂时通胀”这一表述,说明他明确地承认高通胀不再是暂时的,这令美联储存在对抗高通胀的急迫性,可以构成加快完成taper的理由,但也与11月初FOMC称要在2022年6月完成taper发生了重大变化。\n鲍威尔誓言美联储将在控制通胀方面保持警惕。\n“你已经看到我们的政策在调整,你还会看到它在继续调整。我们将使用我们的工具来确保高通胀不会根深蒂固。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333575062,"gmtCreate":1609327935056,"gmtModify":1703738811850,"author":{"id":"3536299205243765","authorId":"3536299205243765","name":"开心果迷糊","avatar":"https://static.tigerbbs.com/938156728d16fd50ff05e98708ac9628","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3536299205243765","authorIdStr":"3536299205243765"},"themes":[],"htmlText":"不错","listText":"不错","text":"不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333575062","repostId":"1144661214","repostType":2,"repost":{"id":"1144661214","kind":"news","pubTimestamp":1609324439,"share":"https://www.laohu8.com/m/news/1144661214?lang=&edition=full","pubTime":"2020-12-30 18:33","market":"us","language":"zh","title":"小米颠覆小米:从性价比到高端","url":"https://stock-news.laohu8.com/highlight/detail?id=1144661214","media":"远川科技评论","summary":"12月初,小米发出了一份特殊的邀请函:信用卡大小、黑色质地的卡片上,嵌着一枚全球首发的骁龙888芯片。而作为全球最大的手机处理器供应商的高通,为何要如此厚待小米呢?除了长期合作以外,更重要的还是小米过","content":"<p>12月初,小米发出了一份特殊的邀请函:信用卡大小、黑色质地的卡片上,嵌着一枚全球首发的骁龙888芯片。</p><p><img src=\"https://static.tigerbbs.com/565e455ced1fd7732f507c5aff97d986\" tg-width=\"1080\" tg-height=\"674\"></p><p>而作为全球最大的手机处理器供应商的高通,为何要如此厚待小米呢?除了长期合作以外,更重要的还是小米过去一年的惊艳表现:销量实现反转,超过苹果登上全球第三;市值更是上涨近3倍,站上千亿美金的大关。</p><p>与此同时,在定位上,短短一年时间里,小米接连推出了小米10,小米10Pro,和小米10至尊多个版本。产品价格从3000元,一路推进到5000元以上,并且一年内两次更新旗舰机,可谓气势如虹。在这种浪潮之下,以高通为首的供应链企业愿意配合小米开发新品,并不稀奇。</p><p>可以说,从产品、合伙伙伴、投资人的角度来看,小米这一年的表现用一句话总结,就是:站上了高端的舞台。</p><p>高端战略的进展,对小米甚至许多手机厂商而言,都是非常重要的:只有脱离低价红海,才可能获得更多资金用于长期的研发,支撑越来越激烈的科技竞赛。那么,小米能稳稳站住高端吗?<img src=\"https://static.tigerbbs.com/e9b0fb8ab54d1e1f1d8c248a1bbdc7a8\" tg-width=\"900\" tg-height=\"360\">小米对高端机的探索,在MIX系列就体现得很极致。2019年的9月24日,小米发布了首款环绕屏概念机——MIX Alpha。这款产品研发投入高达5亿元:高达180.6%的屏占比、首款环绕屏概念、首发一亿像素、屏幕发声……</p><p>当然,最让人震惊的还是MIX Alpha的售价:19999元。虽然MIX定位就是高端,但这个配置和价格还是引发了轩然大波,而MIX系列的发展,更是令人咂舌。小米团队结合市场状况和分析发现,MIX系列虽然价格上去了,但产品力并不是很能打。</p><p>花了重金、用了大批队伍,依然做出了一款并不令自己满意的产品,该怎么办?是先投入市场赚一波现金流?还是坚信“产品力是一切”?</p><p>小米选择了后者,宁缺毋滥。于是,整整两年,MIX系列没有发布过任何量产版。但是,放弃了MIX系列的小米,并没有放弃高端。</p><p>在“数字系列”里,小米依然用产品力是一切的态度,持续探索、发力。积累之下,效果颇丰:在数字系列里,首次探上3000元以上价位的“小米10”系列陆续问世。迄今为止,小米10全系列放量超过800万台,小米今年三季度销量也同比增长42%至4650万部,以13.1%市占率超越苹果跃居全球第三。</p><p>从MIX的放弃,到小米10的惊艳,毫无疑问,小米的“态度”至关重要,一则对待用户,一则对待产品。</p><p><b>在用户端,通过软件投入,不断优化用户体验。</b></p><p>在12月28日的发布会上,首发的骁龙888,全行业最贵的120Hz刷新率、最新E4发光材料的三星AMOLED柔性屏,都非常惊艳。但更值得一提的是,讲述了整整半小时的MIUI的优化:</p><p><b>视觉上</b>,首次推出“MIUI光锥动效架构”,通过多核并行运算可以将渲染力提升20倍,实现复杂的混色、迷糊、运动。<b>音频上</b>,采集了南美雨林、北极、东非草原、澳洲等地的120多种自然界音源,用于系统自然音效体。<b>隐私上</b>,MIUI 12就推出照明弹、拦截网、隐匿面具等功能,避免APP多开权限,随意搜集用户信息。</p><p>此外,MIUI12.5还将不可卸载软件最小化至9个,支持便签将变迁升级为笔记,生成脑图;MIUI+功能,则支持在电脑端读取操作手机资料。在这背后,是MIUI系统上超过去年两倍之多的投入。与此同时,小米还成立了专门成立软件与体验部的一级部门,部门总经理直接向雷军汇报。</p><p>老大亲自挂帅、投入不断扩大、功能不断创新,用户的体验自然也不断提升。</p><p><b>在产品端,加大硬件提升,实现业内领先。</b></p><p>小米死磕硬件已经不是一天两天。2018年3月,小米手机首次进入DxOMark榜单,同年10月25日小米MIX3在故宫发布会上,雷军接着放出豪言:小米相机部门有没有年终奖,一个目标是能不能干翻友商。</p><p>现在来看,今年小米相机部门的年终奖稳了:</p><p>在DxOMark评分榜上,小米10至尊版相机总分霸榜持续73天;在此之前,小米2月份发布的小米10 Pro的相机总分则霸榜48天。音频上,小米10Pro则自发布后已经称霸榜312天。</p><p>当然,分数只是一个结果,而分数背后代表的“死磕”态度,才是小米迈进高端的原因。<img src=\"https://static.tigerbbs.com/b23d53caebdc851a1875c71a945fd474\" tg-width=\"900\" tg-height=\"360\">任何前台产品力的展现,都源自于后台创新能力的支撑。而创新能力,则体现在最基本的“影、电、面”,这三个手机最实用的功能之上。沿着这三个基本功能,可以清晰看到小米这两年的进化之路。</p><p>在2019年12月5日,小米发布了CC 9Pro,这台起售价不到3000的手机,价格不高但卖点却不少:全曲面机身、OLED水滴屏,屏下指纹、5260mAh快充电池,30W快充……几乎业界所有最新最亮眼的零件全部被用在了这部手机之上。</p><p>当然,最亮眼的还是CC 9Pro首次搭载的1亿像素后摄,这种直接溢出的配置,甚至让不少测评机构都惊呼拍照机皇。</p><p>在接下来的一年里,<b>1亿像素也几乎成了小米旗舰机的标配</b>。加上小米AI技术加持下的拍照文档模式、AI水印、vlog、延时模式等等,这都让小米一度包揽了DXO排行榜上相机前三名中的两个。</p><p>除了拍照这个兵家必争之地,面对用电量可能更快的5G时代,<b>小米也一直在加码快充</b>。而且过去一年,还有明显的提速:</p><p>2019年年初的小米9快充水平还是27W,这和同时期在充电上最为保守的iPhone基本上还在同一水平;到当年年底的小米9Pro,就已经上升到40W;到2020年,在小米10系列的三款产品上,更是实现了三连跳:小米10快充30W,小米10Pro 50W,小米10至尊版则一次从升级到了120W。</p><p>这种与对手快速拉开差距的态势,也体现在了无线充电上。在这次发布会上,雷军就兴奋的晒出了一张无线充电的路线图。<img src=\"https://static.tigerbbs.com/5c69c990738f91970761e540f41f644d\" tg-width=\"918\" tg-height=\"952\">小米无线充电路线图</p><p>面板方面,小米也是一路突起。面板通常是国产手机的软肋。以往,苹果总是能独享三星和LG最上等的AMOLED屏幕,国内厂商则只能被迫支持国产的“周冬雨排列”,在日常使用中出现字体边缘发虚,图案颗粒感明显的问题。</p><p>然而,小米9则采用了三星的成熟工艺SuperAMOLED屏幕;到了小米11,屏幕配置更是达到了2K分辨率,120Hz高刷新率、480Hz触控采用率,连材料都是三星全新的E4材料,峰值亮度提升至1500nit,获DisplayMateA+顶级评价,一次突破13项新纪录。</p><p>小米在“影、电、面”三个领域,不断突破。然而,仅凭这三个领域,就能够成为一部合格的高端机吗?显然还不够。<img src=\"https://static.tigerbbs.com/fb68db202c724b129a28e2ece6e3c088\" tg-width=\"900\" tg-height=\"360\">在这一轮手机商竞争中,有一个现象:从点扩散到面,从一条战线扩散到多条战线。厂商们从手机打到耳机,再到音箱,电视、乃至于各类小家电。战场越来越多,而不能够同时打多场战斗的厂商,会发现自己回旋余地越来越小。</p><p>原因很简单,单纯的手机硬件创新虽然重要,但边际效益是在递减的,手机之外的硬件,也就是IoT为代表智能硬件,往往对用户体验有巨大提升。</p><p>引爆市场的苹果AirPods就是一个经典案例。Counterpoint数据称,2019年全年,AirPods的销量达到6000万,达到同期iPhone销量的三分之一,而AirPods的无缝衔接体验,就是依靠苹果生态。</p><p>致敬苹果,小米也不会缺席。苹果有的小米都有,而且要更丰富。</p><p>今年8月16日,MIUI十周年生日当天,雷军曾发表全员公开信宣布:下一个十年小米的核心战略将升级为「手机×AIoT」:手机是核心;AIoT业务是手机业务的催化剂、助燃剂,负责渗透更多场景、赢得更多的用户,获得海量的流量和数据,成为小米商业模式的护城河。</p><p>事实上,早在2013年,随着支持IoT设备接入的首款小米路由器的发布,小米的IoT布局就已经正式开启,成为国内最早一批布局AIoT的手机企业。</p><p>在随后的7年中,通过自研、投资、孵化等方式,小米AIoT平台已连接的IoT设备数已经达到2.9亿台。石头科技为代表的小米产业链企业,也到了上市收获期,让小米成为AIoT建设最丰富的企业。</p><p>虽然手机×AIoT这个战略还在推进中,但可以想象,这带给了小米用户不一样的生活体验。</p><p>寒冷的冬季,回家的路上,利用小米手机就可以把空调提前打开,迎接一个温暖的屋子。离开卧室以后,再远程打开米家的扫地机器人清洁地面。用语言加手机轻松点歌智能音箱,和手机相互配合手表运动追踪。</p><p>而今年加入了UWB模组后,小米推出的一指连技术,让小米手机对准小米智能设备即可一指操控、一指投送。</p><p>这些日拱一卒的物联网生态建设,让AloT和手机配合的维度和衔接精密度逐步增强,最终实现了手机功能的延伸。而没有AIoT来为手机延伸场景的品牌,也许会在产品功能方面,缺少了面向未来的可能。</p><p>雷军甚至表示,在智能互联进一步融合的当下,“手机 X AIoT”的核心战略会更强调能引起质能转化的乘法效应。而小米手机未来十年将着重发展AIoT业务,将围绕手机核心业务构建智能生活,做小米价值的放大器。<img src=\"https://static.tigerbbs.com/7186431c28f035bbe2865250c68fd58e\" tg-width=\"900\" tg-height=\"360\">一个商业悖论是,性价比与高端可以兼得吗?毕竟高端代表溢价,和性价比是两条岔道。</p><p>小米给出的答案是:试了试,看起来还不错。</p><p>事实上,十年前小米手机发布时,国产手机均价不过700,1999的价格并不算低,但依靠公认的性价比,小米依旧实现了爆款。如今,3999的小米11在国产手机里,自然也不算低,但性价比,依然是公认。</p><p>这背后的原理并不算高深:</p><p>手机毕竟不是积木,性价比不是靠单纯的堆料实现的,而是认真地搭建技术实验室打磨产品、认真地修改系统的每一处细节、认真地构建外围生态。而这些投入,都会随着产品销量的扩大而摊薄,最终实现认真做产品的企业有利润,消费者也收获了极致产品和体验。</p><p>简单总结,就是:技术立业。</p><p>技术立业,是小米走向高端的重要支柱。显然,小米高端战略的成就,并不是一蹴而就的;而今年收获颇丰、站上高端的小米,未来也不会一帆风顺,仍有挑战。然而,坚持正如长期主义所讲,做困难但正确的事,才能造就高端品牌,也才能造就伟大企业。这也是小米的态度。</p>","source":"lsy1571969218062","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>小米颠覆小米:从性价比到高端</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; 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.h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小米颠覆小米:从性价比到高端\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-12-30 18:33 北京时间 <a href=https://mp.weixin.qq.com/s/20NHDAzw85LVzhfUYTJ91w><strong>远川科技评论</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>12月初,小米发出了一份特殊的邀请函:信用卡大小、黑色质地的卡片上,嵌着一枚全球首发的骁龙888芯片。而作为全球最大的手机处理器供应商的高通,为何要如此厚待小米呢?除了长期合作以外,更重要的还是小米过去一年的惊艳表现:销量实现反转,超过苹果登上全球第三;市值更是上涨近3倍,站上千亿美金的大关。与此同时,在定位上,短短一年时间里,小米接连推出了小米10,小米10Pro,和小米10至尊多个版本。...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/20NHDAzw85LVzhfUYTJ91w\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e6182bcfc4ac2ffb4c38f48068ce9d1c","relate_stocks":{"01810":"小米集团-W","XIACY":"小米集团ADR"},"source_url":"https://mp.weixin.qq.com/s/20NHDAzw85LVzhfUYTJ91w","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144661214","content_text":"12月初,小米发出了一份特殊的邀请函:信用卡大小、黑色质地的卡片上,嵌着一枚全球首发的骁龙888芯片。而作为全球最大的手机处理器供应商的高通,为何要如此厚待小米呢?除了长期合作以外,更重要的还是小米过去一年的惊艳表现:销量实现反转,超过苹果登上全球第三;市值更是上涨近3倍,站上千亿美金的大关。与此同时,在定位上,短短一年时间里,小米接连推出了小米10,小米10Pro,和小米10至尊多个版本。产品价格从3000元,一路推进到5000元以上,并且一年内两次更新旗舰机,可谓气势如虹。在这种浪潮之下,以高通为首的供应链企业愿意配合小米开发新品,并不稀奇。可以说,从产品、合伙伙伴、投资人的角度来看,小米这一年的表现用一句话总结,就是:站上了高端的舞台。高端战略的进展,对小米甚至许多手机厂商而言,都是非常重要的:只有脱离低价红海,才可能获得更多资金用于长期的研发,支撑越来越激烈的科技竞赛。那么,小米能稳稳站住高端吗?小米对高端机的探索,在MIX系列就体现得很极致。2019年的9月24日,小米发布了首款环绕屏概念机——MIX Alpha。这款产品研发投入高达5亿元:高达180.6%的屏占比、首款环绕屏概念、首发一亿像素、屏幕发声……当然,最让人震惊的还是MIX Alpha的售价:19999元。虽然MIX定位就是高端,但这个配置和价格还是引发了轩然大波,而MIX系列的发展,更是令人咂舌。小米团队结合市场状况和分析发现,MIX系列虽然价格上去了,但产品力并不是很能打。花了重金、用了大批队伍,依然做出了一款并不令自己满意的产品,该怎么办?是先投入市场赚一波现金流?还是坚信“产品力是一切”?小米选择了后者,宁缺毋滥。于是,整整两年,MIX系列没有发布过任何量产版。但是,放弃了MIX系列的小米,并没有放弃高端。在“数字系列”里,小米依然用产品力是一切的态度,持续探索、发力。积累之下,效果颇丰:在数字系列里,首次探上3000元以上价位的“小米10”系列陆续问世。迄今为止,小米10全系列放量超过800万台,小米今年三季度销量也同比增长42%至4650万部,以13.1%市占率超越苹果跃居全球第三。从MIX的放弃,到小米10的惊艳,毫无疑问,小米的“态度”至关重要,一则对待用户,一则对待产品。在用户端,通过软件投入,不断优化用户体验。在12月28日的发布会上,首发的骁龙888,全行业最贵的120Hz刷新率、最新E4发光材料的三星AMOLED柔性屏,都非常惊艳。但更值得一提的是,讲述了整整半小时的MIUI的优化:视觉上,首次推出“MIUI光锥动效架构”,通过多核并行运算可以将渲染力提升20倍,实现复杂的混色、迷糊、运动。音频上,采集了南美雨林、北极、东非草原、澳洲等地的120多种自然界音源,用于系统自然音效体。隐私上,MIUI 12就推出照明弹、拦截网、隐匿面具等功能,避免APP多开权限,随意搜集用户信息。此外,MIUI12.5还将不可卸载软件最小化至9个,支持便签将变迁升级为笔记,生成脑图;MIUI+功能,则支持在电脑端读取操作手机资料。在这背后,是MIUI系统上超过去年两倍之多的投入。与此同时,小米还成立了专门成立软件与体验部的一级部门,部门总经理直接向雷军汇报。老大亲自挂帅、投入不断扩大、功能不断创新,用户的体验自然也不断提升。在产品端,加大硬件提升,实现业内领先。小米死磕硬件已经不是一天两天。2018年3月,小米手机首次进入DxOMark榜单,同年10月25日小米MIX3在故宫发布会上,雷军接着放出豪言:小米相机部门有没有年终奖,一个目标是能不能干翻友商。现在来看,今年小米相机部门的年终奖稳了:在DxOMark评分榜上,小米10至尊版相机总分霸榜持续73天;在此之前,小米2月份发布的小米10 Pro的相机总分则霸榜48天。音频上,小米10Pro则自发布后已经称霸榜312天。当然,分数只是一个结果,而分数背后代表的“死磕”态度,才是小米迈进高端的原因。任何前台产品力的展现,都源自于后台创新能力的支撑。而创新能力,则体现在最基本的“影、电、面”,这三个手机最实用的功能之上。沿着这三个基本功能,可以清晰看到小米这两年的进化之路。在2019年12月5日,小米发布了CC 9Pro,这台起售价不到3000的手机,价格不高但卖点却不少:全曲面机身、OLED水滴屏,屏下指纹、5260mAh快充电池,30W快充……几乎业界所有最新最亮眼的零件全部被用在了这部手机之上。当然,最亮眼的还是CC 9Pro首次搭载的1亿像素后摄,这种直接溢出的配置,甚至让不少测评机构都惊呼拍照机皇。在接下来的一年里,1亿像素也几乎成了小米旗舰机的标配。加上小米AI技术加持下的拍照文档模式、AI水印、vlog、延时模式等等,这都让小米一度包揽了DXO排行榜上相机前三名中的两个。除了拍照这个兵家必争之地,面对用电量可能更快的5G时代,小米也一直在加码快充。而且过去一年,还有明显的提速:2019年年初的小米9快充水平还是27W,这和同时期在充电上最为保守的iPhone基本上还在同一水平;到当年年底的小米9Pro,就已经上升到40W;到2020年,在小米10系列的三款产品上,更是实现了三连跳:小米10快充30W,小米10Pro 50W,小米10至尊版则一次从升级到了120W。这种与对手快速拉开差距的态势,也体现在了无线充电上。在这次发布会上,雷军就兴奋的晒出了一张无线充电的路线图。小米无线充电路线图面板方面,小米也是一路突起。面板通常是国产手机的软肋。以往,苹果总是能独享三星和LG最上等的AMOLED屏幕,国内厂商则只能被迫支持国产的“周冬雨排列”,在日常使用中出现字体边缘发虚,图案颗粒感明显的问题。然而,小米9则采用了三星的成熟工艺SuperAMOLED屏幕;到了小米11,屏幕配置更是达到了2K分辨率,120Hz高刷新率、480Hz触控采用率,连材料都是三星全新的E4材料,峰值亮度提升至1500nit,获DisplayMateA+顶级评价,一次突破13项新纪录。小米在“影、电、面”三个领域,不断突破。然而,仅凭这三个领域,就能够成为一部合格的高端机吗?显然还不够。在这一轮手机商竞争中,有一个现象:从点扩散到面,从一条战线扩散到多条战线。厂商们从手机打到耳机,再到音箱,电视、乃至于各类小家电。战场越来越多,而不能够同时打多场战斗的厂商,会发现自己回旋余地越来越小。原因很简单,单纯的手机硬件创新虽然重要,但边际效益是在递减的,手机之外的硬件,也就是IoT为代表智能硬件,往往对用户体验有巨大提升。引爆市场的苹果AirPods就是一个经典案例。Counterpoint数据称,2019年全年,AirPods的销量达到6000万,达到同期iPhone销量的三分之一,而AirPods的无缝衔接体验,就是依靠苹果生态。致敬苹果,小米也不会缺席。苹果有的小米都有,而且要更丰富。今年8月16日,MIUI十周年生日当天,雷军曾发表全员公开信宣布:下一个十年小米的核心战略将升级为「手机×AIoT」:手机是核心;AIoT业务是手机业务的催化剂、助燃剂,负责渗透更多场景、赢得更多的用户,获得海量的流量和数据,成为小米商业模式的护城河。事实上,早在2013年,随着支持IoT设备接入的首款小米路由器的发布,小米的IoT布局就已经正式开启,成为国内最早一批布局AIoT的手机企业。在随后的7年中,通过自研、投资、孵化等方式,小米AIoT平台已连接的IoT设备数已经达到2.9亿台。石头科技为代表的小米产业链企业,也到了上市收获期,让小米成为AIoT建设最丰富的企业。虽然手机×AIoT这个战略还在推进中,但可以想象,这带给了小米用户不一样的生活体验。寒冷的冬季,回家的路上,利用小米手机就可以把空调提前打开,迎接一个温暖的屋子。离开卧室以后,再远程打开米家的扫地机器人清洁地面。用语言加手机轻松点歌智能音箱,和手机相互配合手表运动追踪。而今年加入了UWB模组后,小米推出的一指连技术,让小米手机对准小米智能设备即可一指操控、一指投送。这些日拱一卒的物联网生态建设,让AloT和手机配合的维度和衔接精密度逐步增强,最终实现了手机功能的延伸。而没有AIoT来为手机延伸场景的品牌,也许会在产品功能方面,缺少了面向未来的可能。雷军甚至表示,在智能互联进一步融合的当下,“手机 X AIoT”的核心战略会更强调能引起质能转化的乘法效应。而小米手机未来十年将着重发展AIoT业务,将围绕手机核心业务构建智能生活,做小米价值的放大器。一个商业悖论是,性价比与高端可以兼得吗?毕竟高端代表溢价,和性价比是两条岔道。小米给出的答案是:试了试,看起来还不错。事实上,十年前小米手机发布时,国产手机均价不过700,1999的价格并不算低,但依靠公认的性价比,小米依旧实现了爆款。如今,3999的小米11在国产手机里,自然也不算低,但性价比,依然是公认。这背后的原理并不算高深:手机毕竟不是积木,性价比不是靠单纯的堆料实现的,而是认真地搭建技术实验室打磨产品、认真地修改系统的每一处细节、认真地构建外围生态。而这些投入,都会随着产品销量的扩大而摊薄,最终实现认真做产品的企业有利润,消费者也收获了极致产品和体验。简单总结,就是:技术立业。技术立业,是小米走向高端的重要支柱。显然,小米高端战略的成就,并不是一蹴而就的;而今年收获颇丰、站上高端的小米,未来也不会一帆风顺,仍有挑战。然而,坚持正如长期主义所讲,做困难但正确的事,才能造就高端品牌,也才能造就伟大企业。这也是小米的态度。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1162,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":335810506158240,"gmtCreate":1723022837027,"gmtModify":1723022838423,"author":{"id":"3536299205243765","authorId":"3536299205243765","name":"开心果迷糊","avatar":"https://static.tigerbbs.com/938156728d16fd50ff05e98708ac9628","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3536299205243765","authorIdStr":"3536299205243765"},"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/335810506158240","repostId":"335430744199392","repostType":1,"repost":{"id":335430744199392,"gmtCreate":1722924238087,"gmtModify":1722924348283,"author":{"id":"3527667622617230","authorId":"3527667622617230","name":"新能源Bot","avatar":"https://static.tigerbbs.com/437ab63d03a72f13a501bf25060d5f5e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667622617230","authorIdStr":"3527667622617230"},"themes":[],"title":"【新能源周榜】2024年第31周新势力车企销量(7.29-8.4)","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 中国销量1.25万辆<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> 销量1.18万辆问界销量0.92万辆<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> 销量0.58万辆<a target=\"_blank\" href=\"https://laohu8.com/S/09863\">$零跑汽车(09863)$</a> 销量0.58万辆<a href=\"https://laohu8.com/S/ZK\">$极氪(ZK)$</a> 销量0.41万辆<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <a href=\"https://laohu8.com/S/XIACY\">$小米集团ADR(XIACY)$</a> 小米汽车销量0.38万辆<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 中国销量1.25万辆<a target=\"_blank\" href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$</a> 销量1.18万辆问界销量0.92万辆<a target=\"_blank\" href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/09866\">$蔚来-SW(09866)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NIO.SI\">$蔚来(NIO.SI)$</a> 销量0.58万辆<a target=\"_blank\" href=\"https://laohu8.com/S/09863\">$零跑汽车(09863)$</a> 销量0.58万辆<a href=\"https://laohu8.com/S/ZK\">$极氪(ZK)$</a> 销量0.41万辆<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a> <a href=\"https://laohu8.com/S/XIACY\">$小米集团ADR(XIACY)$</a> 小米汽车销量0.38万辆<a target=\"_blank\" href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$</a>","text":"$特斯拉(TSLA)$ 中国销量1.25万辆$理想汽车(LI)$ $理想汽车-W(02015)$ 销量1.18万辆问界销量0.92万辆$蔚来(NIO)$ $蔚来-SW(09866)$ $蔚来(NIO.SI)$ 销量0.58万辆$零跑汽车(09863)$ 销量0.58万辆$极氪(ZK)$ 销量0.41万辆$小米集团-W(01810)$ $小米集团ADR(XIACY)$ 小米汽车销量0.38万辆$小鹏汽车(XPEV)$","images":[{"img":"https://static.tigerbbs.com/190a84e182ff5c5aaeb387755bd58aa5","width":"690","height":"1227"},{"img":"https://static.tigerbbs.com/0ec5a981f2d6df0bd86936f96016e1d1","width":"690","height":"1227"},{"img":"https://static.tigerbbs.com/97f69211695d8b4c10158d4291aec797","width":"690","height":"1227"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/335430744199392","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":341,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":263583982399744,"gmtCreate":1705385615588,"gmtModify":1705385616549,"author":{"id":"3536299205243765","authorId":"3536299205243765","name":"开心果迷糊","avatar":"https://static.tigerbbs.com/938156728d16fd50ff05e98708ac9628","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3536299205243765","authorIdStr":"3536299205243765"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/US91282CFN65.BOND\">$美国中期国债 4.250% 2024/09/30(US91282CFN65.BOND)$</a> how buy?","listText":"<a href=\"https://laohu8.com/S/US91282CFN65.BOND\">$美国中期国债 4.250% 2024/09/30(US91282CFN65.BOND)$</a> how buy?","text":"$美国中期国债 4.250% 2024/09/30(US91282CFN65.BOND)$ how buy?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/263583982399744","isVote":1,"tweetType":1,"viewCount":573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":241368927518952,"gmtCreate":1699948612840,"gmtModify":1703680598720,"author":{"id":"3536299205243765","authorId":"3536299205243765","name":"开心果迷糊","avatar":"https://static.tigerbbs.com/938156728d16fd50ff05e98708ac9628","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3536299205243765","authorIdStr":"3536299205243765"},"themes":[],"title":"参加老虎2023-2024精英团队实盘挑战赛","htmlText":"查看详情:: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/stock-game?adcode=20230905174312&actionID=f5fd55f474343b46fba3c02bb1cc8ebd&skin=2&os=iOS&account_id=50687084&utm_source=invite&utm_campaign=20230905174312&utm_medium=tiger_community&platform=iOS&shareID=4dd2fc99c451ef504efe45dc4e5322b9&invite=HMNNN&lang=zh_TW#/\">参加老虎2023-2024精英团队实盘挑战赛</a> 高手组队PK赢USD 200,000奖金 此帖仅开放于中国大陆用户","listText":"查看详情:: <a href=\"https://www.tigerbrokers.com.sg/activity/market/2023/stock-game?adcode=20230905174312&actionID=f5fd55f474343b46fba3c02bb1cc8ebd&skin=2&os=iOS&account_id=50687084&utm_source=invite&utm_campaign=20230905174312&utm_medium=tiger_community&platform=iOS&shareID=4dd2fc99c451ef504efe45dc4e5322b9&invite=HMNNN&lang=zh_TW#/\">参加老虎2023-2024精英团队实盘挑战赛</a> 高手组队PK赢USD 200,000奖金 此帖仅开放于中国大陆用户","text":"查看详情:: 参加老虎2023-2024精英团队实盘挑战赛 高手组队PK赢USD 200,000奖金 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此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/e352a685845f1046a47d74bb3c358451"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/241367450669112","isVote":1,"tweetType":1,"viewCount":1121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":223630332719352,"gmtCreate":1695633735744,"gmtModify":1695633737079,"author":{"id":"3536299205243765","authorId":"3536299205243765","name":"开心果迷糊","avatar":"https://static.tigerbbs.com/938156728d16fd50ff05e98708ac9628","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3536299205243765","authorIdStr":"3536299205243765"},"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/223630332719352","repostId":"222613398401112","repostType":1,"repost":{"id":222613398401112,"gmtCreate":1695376422383,"gmtModify":1695377291180,"author":{"id":"3551951172030109","authorId":"3551951172030109","name":"澳股交易员","avatar":"https://static.tigerbbs.com/23aea542edb2f6ef87f33b1c5c14b68d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3551951172030109","authorIdStr":"3551951172030109"},"themes":[],"title":"20230922澳股市场纪要","htmlText":"市场概况 澳大利亚 9 月制造业 PMI 从 8 月的 49.6 降至 48.2,澳大利亚 9 月服务业 PMI 从 8 月的 47.8 升至 50.5,总体综合PMI从8月的48.0升至50.2,创4个月新高。日本央行维持利率在0.1%不变。 今日ASX 200 收盘上涨 +0.05% 至 7068.8点,低开探底回升,7000 点以下明显有积极的买盘。 本周板块和ASX200成分股排名: 个股要闻 A1M(+1.56%) A1M 提供了 Pyramid(QLD)和 Delamerian(NSW)项目的勘探更新。昆士兰州 Pyramid 金矿项目计划钻探 1,650m,Pyramid将测试五个先前未勘探过的IP和地球化学目标。为Delamerian 贱金属项目规划了高分辨率磁学和辐射测量。A1M 的区域项目补充了正在运营的Eloise项目和计划中的Jericho扩建 ADG(-11.11%) Adelong Gold 已签订具有约束力的协议,收购位于巴西Minas Gerais的锂勘探矿权组合。项目总面积为53.17平方公里,公司计划在未来几个月内开始勘探。公司以每股 0.008 澳元的价格完成了100 万澳元的增发。 CGC(+6.55%) 董事会一致接受 Paine Schwartz 的 3.20 澳元/股的收购出价。 MKG(-15%) Mako Gold公布了科特迪瓦Napié金矿项目和Korhogo锰矿项目的勘探结果。在 Napié 的 8 个钻孔的化验结果包括:5m at 1.0g/t from 127m;2m at 1.22g/t from 144.3m。Napié 将继续钻探,计划在 Gogbala South 和 Tchaga West 进一步的RC钻探。Korhogo 锰项目的勘探活动仍在继续,IP 调查即将开始,随后将进行 RC 钻探 NWS(+2.","listText":"市场概况 澳大利亚 9 月制造业 PMI 从 8 月的 49.6 降至 48.2,澳大利亚 9 月服务业 PMI 从 8 月的 47.8 升至 50.5,总体综合PMI从8月的48.0升至50.2,创4个月新高。日本央行维持利率在0.1%不变。 今日ASX 200 收盘上涨 +0.05% 至 7068.8点,低开探底回升,7000 点以下明显有积极的买盘。 本周板块和ASX200成分股排名: 个股要闻 A1M(+1.56%) A1M 提供了 Pyramid(QLD)和 Delamerian(NSW)项目的勘探更新。昆士兰州 Pyramid 金矿项目计划钻探 1,650m,Pyramid将测试五个先前未勘探过的IP和地球化学目标。为Delamerian 贱金属项目规划了高分辨率磁学和辐射测量。A1M 的区域项目补充了正在运营的Eloise项目和计划中的Jericho扩建 ADG(-11.11%) Adelong Gold 已签订具有约束力的协议,收购位于巴西Minas Gerais的锂勘探矿权组合。项目总面积为53.17平方公里,公司计划在未来几个月内开始勘探。公司以每股 0.008 澳元的价格完成了100 万澳元的增发。 CGC(+6.55%) 董事会一致接受 Paine Schwartz 的 3.20 澳元/股的收购出价。 MKG(-15%) Mako Gold公布了科特迪瓦Napié金矿项目和Korhogo锰矿项目的勘探结果。在 Napié 的 8 个钻孔的化验结果包括:5m at 1.0g/t from 127m;2m at 1.22g/t from 144.3m。Napié 将继续钻探,计划在 Gogbala South 和 Tchaga West 进一步的RC钻探。Korhogo 锰项目的勘探活动仍在继续,IP 调查即将开始,随后将进行 RC 钻探 NWS(+2.","text":"市场概况 澳大利亚 9 月制造业 PMI 从 8 月的 49.6 降至 48.2,澳大利亚 9 月服务业 PMI 从 8 月的 47.8 升至 50.5,总体综合PMI从8月的48.0升至50.2,创4个月新高。日本央行维持利率在0.1%不变。 今日ASX 200 收盘上涨 +0.05% 至 7068.8点,低开探底回升,7000 点以下明显有积极的买盘。 本周板块和ASX200成分股排名: 个股要闻 A1M(+1.56%) A1M 提供了 Pyramid(QLD)和 Delamerian(NSW)项目的勘探更新。昆士兰州 Pyramid 金矿项目计划钻探 1,650m,Pyramid将测试五个先前未勘探过的IP和地球化学目标。为Delamerian 贱金属项目规划了高分辨率磁学和辐射测量。A1M 的区域项目补充了正在运营的Eloise项目和计划中的Jericho扩建 ADG(-11.11%) Adelong Gold 已签订具有约束力的协议,收购位于巴西Minas Gerais的锂勘探矿权组合。项目总面积为53.17平方公里,公司计划在未来几个月内开始勘探。公司以每股 0.008 澳元的价格完成了100 万澳元的增发。 CGC(+6.55%) 董事会一致接受 Paine Schwartz 的 3.20 澳元/股的收购出价。 MKG(-15%) Mako Gold公布了科特迪瓦Napié金矿项目和Korhogo锰矿项目的勘探结果。在 Napié 的 8 个钻孔的化验结果包括:5m at 1.0g/t from 127m;2m at 1.22g/t from 144.3m。Napié 将继续钻探,计划在 Gogbala South 和 Tchaga West 进一步的RC钻探。Korhogo 锰项目的勘探活动仍在继续,IP 调查即将开始,随后将进行 RC 钻探 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Don't take my word, I don't have any basis, just a hunch base on RSI lower than 25%","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601491571","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}