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请叫我兄长
2022-04-07
$NQ100指数主连 2206(NQmain)$
大a一收盘就开始拉吗?[开心]
请叫我兄长
2022-03-31
$台积电(TSM)$
这么拉胯!真后悔选了你!
请叫我兄长
2022-03-18
$台积电(TSM)$
现在我不太看好台积电了,不确定因素太多,1深度参与地缘政治,美国把台积电当成制裁别人的武器,下次不定要台积电制裁谁!2台积电作为一个代工企业市盈率比一些大科技股还高。3代工企业和上下游供应链关系息息相关,各种因素都会影响到台积电的利润成长大家怎么看?
请叫我兄长
2021-10-30
$台积电(TSM)$
苹果亚马逊财报不好,关你屁事?
请叫我兄长
2021-10-27
$台积电(TSM)$
居然红了,我没看错吧
请叫我兄长
2021-10-25
$台积电(TSM)$
真够了
请叫我兄长
2021-09-17
$台积电(TSM)$
芯片短缺,为什么台积电还跑不过大盘?[流泪]
请叫我兄长
2021-09-16
芯片到底够不够用?
大摩:芯片需求出现转弱迹象,台积电等代工厂或被砍单
请叫我兄长
2021-06-21
$台积电(TSM)$
怎么回事?
请叫我兄长
2021-06-19
$台积电(TSM)$
这货怎么回事?
请叫我兄长
2021-06-18
$台积电(TSM)$
进一步退两步
请叫我兄长
2021-05-17
$台积电(TSM)$
台股早就破前期低点了,这几天都不妙
请叫我兄长
2021-05-15
$台积电(TSM)$
周一不妙啊!
请叫我兄长
2021-05-14
$AMD(AMD)$
这货居然跌了!
请叫我兄长
2021-05-13
$台积电(TSM)$
装什么装?还不下去?今天盘前我就说要大跌,这点跌幅根本不够!我在100等你[开心]
请叫我兄长
2021-05-12
$台积电(TSM)$
预测今天大跌,台湾疫情升级台股大跌!并且可能引起全球高科技抛售
请叫我兄长
2021-05-11
$台积电(TSM)$
一个代工企业pe比大科技还高,估值还要杀
请叫我兄长
2021-05-11
养套杀!
Tesla Shares Plunge Over 7% After Company Reportedly Halts Plans To Expand In China
请叫我兄长
2021-05-10
$Unity Software Inc.(U)$
不知道怎么我神差鬼使的在103卖掉了,现在一看吓一跳
请叫我兄长
2021-05-07
$AMD(AMD)$
别人都📈为什么你还趴着?
去老虎APP查看更多动态
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","text":"$台积电(TSM)$芯片短缺,为什么台积电还跑不过大盘?[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/884815929","isVote":1,"tweetType":1,"viewCount":4286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":885000093,"gmtCreate":1631734142512,"gmtModify":1631734142512,"author":{"id":"3538163291203025","authorId":"3538163291203025","name":"请叫我兄长","avatar":"https://static.tigerbbs.com/86a8628ad6bbb94f2e6f5f691f57ad2c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3538163291203025","authorIdStr":"3538163291203025"},"themes":[],"htmlText":"芯片到底够不够用?","listText":"芯片到底够不够用?","text":"芯片到底够不够用?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/885000093","repostId":"2167856728","repostType":2,"repost":{"id":"2167856728","pubTimestamp":1631699412,"share":"https://www.laohu8.com/m/news/2167856728?lang=&edition=full","pubTime":"2021-09-15 17:50","market":"us","language":"zh","title":"大摩:芯片需求出现转弱迹象,台积电等代工厂或被砍单","url":"https://stock-news.laohu8.com/highlight/detail?id=2167856728","media":"智通财经网","summary":"摩根士丹利最新报告指出,与后端供应商谈过后,供应商预期马来西亚的芯片产能可在11月及12月可明显有所改善。\n大摩认为“整体半导体需求可能被高估了”,并说明已经看到智能手机、电视及电脑半导体需求转弱的迹","content":"<p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>最新报告指出,与后端供应商谈过后,供应商预期马来西亚的芯片产能可在11月及12月可明显有所改善。</p>\n<p>大摩认为“整体半导体需求可能被高估了”,并说明已经看到智能手机、电视及电脑半导体需求转弱的迹象,LCD驱动IC、利基型DRAM及智能手机感测器存在库存问题。因此<b>该行预计<a href=\"https://laohu8.com/S/TSM\">台积电</a>及力积电等代工厂今年第4季度的订单恐怕会遭到削减。</b></p>\n<p>全球芯片封测有14%产能位于马来西亚,包括<a href=\"https://laohu8.com/S/TXN\">德州仪器</a>、<a href=\"https://laohu8.com/S/STM\">意法半导体</a>、<a href=\"https://laohu8.com/S/0KED.UK\">英飞凌</a>等来自美欧的IDM厂商。</p>\n<p>从今年6月1日起,马来西亚因疫情加剧被迫封国,连续数月来,马来西亚的疫情非但没有得到控制,还愈演愈烈,至9月14日,马来西亚单日新增确诊人数仍高达2万例/日。</p>\n<p>随着新冠病毒在马来西亚肆虐,芯片供应短缺情况将进一步恶化,英飞凌和意法半导体在当地的工厂不得不暂停部分生产,汽车零部件MLCC的制造商也受到了影响。封测厂自6月开始实施部分封锁,9月为止仅用到47%产能,导致下游厂商持续超订,进一步造成“芯片短缺”的消息传出。</p>","source":"highlight_zhitongcaijin","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>大摩:芯片需求出现转弱迹象,台积电等代工厂或被砍单</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/560589.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a1a8c5698b6f32ee1637556a15bb35b","relate_stocks":{"TSM":"台积电","MS":"摩根士丹利"},"source_url":"http://www.zhitongcaijing.com/content/detail/560589.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2167856728","content_text":"摩根士丹利最新报告指出,与后端供应商谈过后,供应商预期马来西亚的芯片产能可在11月及12月可明显有所改善。\n大摩认为“整体半导体需求可能被高估了”,并说明已经看到智能手机、电视及电脑半导体需求转弱的迹象,LCD驱动IC、利基型DRAM及智能手机感测器存在库存问题。因此该行预计台积电及力积电等代工厂今年第4季度的订单恐怕会遭到削减。\n全球芯片封测有14%产能位于马来西亚,包括德州仪器、意法半导体、英飞凌等来自美欧的IDM厂商。\n从今年6月1日起,马来西亚因疫情加剧被迫封国,连续数月来,马来西亚的疫情非但没有得到控制,还愈演愈烈,至9月14日,马来西亚单日新增确诊人数仍高达2万例/日。\n随着新冠病毒在马来西亚肆虐,芯片供应短缺情况将进一步恶化,英飞凌和意法半导体在当地的工厂不得不暂停部分生产,汽车零部件MLCC的制造商也受到了影响。封测厂自6月开始实施部分封锁,9月为止仅用到47%产能,导致下游厂商持续超订,进一步造成“芯片短缺”的消息传出。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":167610151,"gmtCreate":1624264516073,"gmtModify":1624264516073,"author":{"id":"3538163291203025","authorId":"3538163291203025","name":"请叫我兄长","avatar":"https://static.tigerbbs.com/86a8628ad6bbb94f2e6f5f691f57ad2c","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3538163291203025","authorIdStr":"3538163291203025"},"themes":[],"htmlText":"<a 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19:39","market":"us","language":"en","title":"Tesla Shares Plunge Over 7% After Company Reportedly Halts Plans To Expand In China","url":"https://stock-news.laohu8.com/highlight/detail?id=1127282510","media":"zerohedge","summary":"It's amazing how natural market forces can take a hold of companies when market makers aren't consta","content":"<p>It's amazing how natural market forces can take a hold of companies when market makers aren't constantly scrambling to hedge against massive purchases of deep out of the money call options.</p><p>On that note, Tesla shares are getting pasted to the tune of another 6% on Tuesday in the pre-market session, following through on yesterday's nearly 5% plunge and helping drag down S&P futures 0.7% heading into the cash open. Nasdaq futures are down 1.3% at the same time, setting up what could be an ugly follow through for the likes of Tesla uber-bull Cathie Wood's ARK Innovation ETF heading into mid-week.</p><p><img src=\"https://static.tigerbbs.com/56ef35274e8219eefa39cbc406e38bf8\" tg-width=\"1280\" tg-height=\"732\" referrerpolicy=\"no-referrer\"></p><p>The plunge in shares is being attributed to the overall slump in tech stocks, but also on a Bloomberg report that Tesla had halted its plans to buy new land in Shanghai <i>and</i>that sales in China have fallen.</p><p>The company reportedly halted plans to buy land to expand its manufacturing facility and turn it into a worldwide export hub due to \"trade tensions\" between the U.S. and China. The company currently uses its China facility to export to Europe, \"Tesla now intends to limit the proportion of China output,\"Reuters reported.</p><p>But we can't help but notice: there have been \"trade tensions\" between the U.S. and China throughout the last few years anyway. Could it be that halting the expansion of the facility was a result of growing tensions between China and <i>Tesla,</i>and not China and the U.S.?</p><p>Recall, just days ago,we highlightedyet another deadly crash involving a Tesla - this one in China. And the country's state-run Global Times was quick to shame the automaker as a result. It published a horrifying image of a Tesla vehicle rear-ending a truck in Shaoguan, South China's Guangdong Province on Friday, \"killing the electric car's driver on the spot.\"</p><p>Tesla's image is deteriorating in China as state media continue to publicize braking failures. The risk here is Musk's Chinese fairy tale could eventually come to an end. In late April, we noted that Chinese state media suggested that the automaker's sales could be \"doomed.\"</p><p>Regardless, as his stock was plunging due to this growing tension with China, it was clear that Elon Musk was focusing on all the right things. He took to Twitter on Tuesday morning and asked whether or not Tesla should accept Dogecoin:</p><p><img src=\"https://static.tigerbbs.com/41b9cac07e15da2b88b8afba233789e9\" tg-width=\"515\" tg-height=\"560\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/9b4976d0596be5a38b141a119614e5c8\" tg-width=\"786\" tg-height=\"494\"><img src=\"https://static.tigerbbs.com/2f74fad1e75e8c88d323e105a094be76\" tg-width=\"310\" tg-height=\"244\"></p>","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>Tesla Shares Plunge Over 7% After Company Reportedly Halts Plans To Expand In China</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; 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}\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\">\nTesla Shares Plunge Over 7% After Company Reportedly Halts Plans To Expand In China\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-11 19:39 GMT+8 <a href=https://www.zerohedge.com/markets/tesla-shares-plunge-after-company-reportedly-halts-plans-expand-shanghai-gigafactory?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29><strong>zerohedge</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>It's amazing how natural market forces can take a hold of companies when market makers aren't constantly scrambling to hedge against massive purchases of deep out of the money call options.On that ...</p>\n\n<a href=\"https://www.zerohedge.com/markets/tesla-shares-plunge-after-company-reportedly-halts-plans-expand-shanghai-gigafactory?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.zerohedge.com/markets/tesla-shares-plunge-after-company-reportedly-halts-plans-expand-shanghai-gigafactory?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+zerohedge%2Ffeed+%28zero+hedge+-+on+a+long+enough+timeline%2C+the+survival+rate+for+everyone+drops+to+zero%29","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127282510","content_text":"It's amazing how natural market forces can take a hold of companies when market makers aren't constantly scrambling to hedge against massive purchases of deep out of the money call options.On that note, Tesla shares are getting pasted to the tune of another 6% on Tuesday in the pre-market session, following through on yesterday's nearly 5% plunge and helping drag down S&P futures 0.7% heading into the cash open. Nasdaq futures are down 1.3% at the same time, setting up what could be an ugly follow through for the likes of Tesla uber-bull Cathie Wood's ARK Innovation ETF heading into mid-week.The plunge in shares is being attributed to the overall slump in tech stocks, but also on a Bloomberg report that Tesla had halted its plans to buy new land in Shanghai andthat sales in China have fallen.The company reportedly halted plans to buy land to expand its manufacturing facility and turn it into a worldwide export hub due to \"trade tensions\" between the U.S. and China. The company currently uses its China facility to export to Europe, \"Tesla now intends to limit the proportion of China output,\"Reuters reported.But we can't help but notice: there have been \"trade tensions\" between the U.S. and China throughout the last few years anyway. Could it be that halting the expansion of the facility was a result of growing tensions between China and Tesla,and not China and the U.S.?Recall, just days ago,we highlightedyet another deadly crash involving a Tesla - this one in China. And the country's state-run Global Times was quick to shame the automaker as a result. It published a horrifying image of a Tesla vehicle rear-ending a truck in Shaoguan, South China's Guangdong Province on Friday, \"killing the electric car's driver on the spot.\"Tesla's image is deteriorating in China as state media continue to publicize braking failures. The risk here is Musk's Chinese fairy tale could eventually come to an end. In late April, we noted that Chinese state media suggested that the automaker's sales could be \"doomed.\"Regardless, as his stock was plunging due to this growing tension with China, it was clear that Elon Musk was focusing on all the right things. 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