云大云二的个人主页 - 老虎社区

云大云二

云大云二

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2023-07-29

$思摩尔国际(06969)$ 8月看好一波行情

2021-11-19

强

先瑞达医疗-B(06669)设立美国研发中心

2021-10-07

$先瑞达医疗-B(06669)$短期看好回到17以上

2021-09-03

$欢聚集团(YY)$私有化依然有机会

2021-04-22

$fuboTV Inc.(FUBO)$sh

2021-04-22

sh

女股神最新持仓信息公开：这四只科技股成新宠

2021-04-18

$吉利汽车(00175)$回到前高30多一点问题都没有

2021-04-15

$触宝(CTK)$随缘

2020-12-23

至少50

@火箭发射员:$英特尔(INTC)$反弹一下

2020-11-28

长线持有，必有厚报

英特尔触及三年新低是否值得买？

2020-09-30

$优信(UXIN)$表现的太差劲了

2020-09-07

$RAVE Restaurant Group(RAVE)$一个人都没有吗

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Acotec \nTechnologies Limited将主要聚焦前瞻性和创新性产品的研发。</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/606057.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/e9352eeb054da879ea3921619a5a8a9c","relate_stocks":{"BK1574":"生物医药B类股","BK1587":"次新股","06669":"先瑞达医疗-B","BK1100":"医疗保健设备"},"source_url":"http://www.zhitongcaijing.com/content/detail/606057.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2184848543","content_text":"智通财经APP讯，先瑞达医疗-B(06669)发布公告，于2021年11月19日，公司在美国加利福尼亚州设立了Acotec Technologies \nLimited。Acotec Technologies Limited的研发团队由多位经验丰富的工程师和科学家组成。作为公司在美国的研发中心， Acotec \nTechnologies 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21:14","market":"us","language":"zh","title":"女股神最新持仓信息公开：这四只科技股成新宠","url":"https://stock-news.laohu8.com/highlight/detail?id=1182643391","media":"腾讯美股","summary":"去年，女股神凯西·伍德的方舟基因组革命ETF、方舟创新ETF和方舟下一代互联网ETF分别获得了159%、203%和157%的回报率。最近，华尔街开始大量转投价值型股票。但别把伍德算作其中一员。相反，她","content":"<blockquote>去年，女股神凯西·伍德的方舟基因组革命ETF、方舟创新ETF和方舟下一代互联网ETF分别获得了159%、203%和157%的回报率。最近，华尔街开始大量转投价值型股票。但别把伍德算作其中一员。相反，她正在把赌注加倍押在创新公司身上。</blockquote><p><img src=\"https://static.tigerbbs.com/4b89e7ab9be616b8f2d0bac429ae408e\" tg-width=\"1080\" tg-height=\"715\" referrerpolicy=\"no-referrer\">方舟投资公司(ARK Invest)的创始人被誉为女股神的凯西-伍德(Cathie Wood)以其非传统的主题投资方式席卷了华尔街。她遵循一种创新的基金风格，寻找拥有改变游戏规则的超高成长型股票。</p><p>当然，目前看来她独特的方法正在起作用。</p><p>可以肯定的是，仅去年一年，ARK ETF 中就有五家的回报率超过了100%。结果呢?根据晨星(Morningstar)、Portfolio Insider和纳斯达克(Nasdaq)的数据，她的基金有206亿美元的巨额资金流入。</p><p>最近，华尔街开始大量转投价值型股票。但别把凯西·伍德算作其中一员。相反，她正在把赌注加倍押在创新公司身上。</p><p>伍德说，人工智能和机器人等领域的创新步伐正在加快。</p><p>凯西-伍德(Cathie Wood)的预测是必须遵循的，因为她所选股票的回报率在过去三年达到了历史性的水平——比最初的股价高出许多倍。</p><p>举个例子：去年，伍德的方舟基因组革命ETF、方舟创新ETF和方舟下一代互联网ETF分别获得了159%、203%和157%的回报率。</p><p>下面是凯西-伍德购买的四支潜力巨大的科技股：</p><p><b>1. Coinbase</b></p><p>凯西·伍德看好加密货币。她一直在最大的加密货币交易所和数字钱包服务提供商Coinbase购买加密货币。</p><p>Coinbase上市当天，ARK Invest就买入了749,205股。几天后，该公司又增持了340,273股股票。</p><p>伍德从不羞于做出大胆的预测，她认为数字钱包可以发展成为这个时代最有价值的技术，并指出其前所未有的增长速度。</p><p>“数字钱包可能会成为几乎任何东西或者每个用户的最有价值的技术发展。我们对此非常兴奋。如果你像我们所做的那样，画一张图表来展示摩根大通公司是如何达到这些水平的，这是一个接一个的收购，因为它们本质上是病毒式传播。”</p><p>最近的报告印证了伍德的预测。</p><p>根据《全球支付报告》，到2020年，在非接触式店内支付和销售点(POS)上，数字钱包支付的使用已经超过了实体卡。此外，到2020年，发达经济体的店内现金支付额至少下降了50%。</p><p><b>2. Unity Software</b></p><p>在伍德看来，实时3D开发平台Unity软件正在以极低的价格交易。过去两个月里，她一直在增持Unity Software的股票，而该股今年迄今已下跌34%。尽管最近出现了抛售，但从营收增长预测来看，该公司未来的基本面看起来依然强劲。</p><p>Unity Software预计2021年的营收将在9.5亿美元至9.7亿美元之间，这符合该公司保持30%营收增长的长期计划。</p><p>Unity首席执行官John Riccitiello表示:“作为实时3D内容世界创造和运营工具的领导者，我们将继续投资，希望抓住2021年及以后的巨大机遇。”</p><p><b>3. Shopify</b></p><p>伍德相信，Shopify有一天会和在线零售巨头亚马逊一样壮大。</p><p>因此，伍德认为Shopify股票的下跌是一个买入机会。据投资组合内幕网(Portfolio Insider)报道，她的公司上周增持了Shopify的现有股份。</p><p>伍德说:“人们在Instagram、Facebook、Twitter或Snap上看到某样东西，然后就在那里购买，我们正在试图弄清楚亚马逊将如何应对这种情况。这是一个通过shopify实现的商业机会，我们认为这将是一个巨大的商机。”</p><p>最近，Shopify的股价从2月初触及的1500美元的历史高点略有回落。</p><p>无论短期价格走势如何，Shopify的股价上行都可能受到其增长趋势的严重影响。不过到目前为止，一切都很好：Shopify第四季度的收入飙升了94%，2020年的收入飙升了86%。</p><p><b>4. Sea Limited</b></p><p>伍德今年也在疯狂购买Sea Limited。Sea Limited最大的吸引力在于如何将数十家企业整合在一起。</p><p>Sea Limited涉足电子竞技、手机游戏、电子商务、数字支付、外卖等领域。此外，该公司正积极扩大其在中国以外的市场渗透，特别是在拉丁美洲和东南亚。</p><p>这些业务为Sea Limited带来了三位数的收入增长。因此，该公司的综合收入在2020年增长了超过100%，并预计将这种势头延续到2021年。</p><p>伍德在2019年最后一个季度首次购入Sea Limited，而她近期一直在继续增持股份。</p>","source":"txmg","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>女股神最新持仓信息公开：这四只科技股成新宠</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n女股神最新持仓信息公开：这四只科技股成新宠\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-22 21:14 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/ODungKmD6ZHeI0XWa8RgEg><strong>腾讯美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>去年，女股神凯西·伍德的方舟基因组革命ETF、方舟创新ETF和方舟下一代互联网ETF分别获得了159%、203%和157%的回报率。最近，华尔街开始大量转投价值型股票。但别把伍德算作其中一员。相反，她正在把赌注加倍押在创新公司身上。方舟投资公司(ARK Invest)的创始人被誉为女股神的凯西-伍德(Cathie Wood)以其非传统的主题投资方式席卷了华尔街。她遵循一种创新的基金风格，寻找拥有...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/ODungKmD6ZHeI0XWa8RgEg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4b89e7ab9be616b8f2d0bac429ae408e","relate_stocks":{"U":"Unity Software Inc.","COIN":"Coinbase Global, Inc."},"source_url":"https://mp.weixin.qq.com/s/ODungKmD6ZHeI0XWa8RgEg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182643391","content_text":"去年，女股神凯西·伍德的方舟基因组革命ETF、方舟创新ETF和方舟下一代互联网ETF分别获得了159%、203%和157%的回报率。最近，华尔街开始大量转投价值型股票。但别把伍德算作其中一员。相反，她正在把赌注加倍押在创新公司身上。方舟投资公司(ARK Invest)的创始人被誉为女股神的凯西-伍德(Cathie Wood)以其非传统的主题投资方式席卷了华尔街。她遵循一种创新的基金风格，寻找拥有改变游戏规则的超高成长型股票。当然，目前看来她独特的方法正在起作用。可以肯定的是，仅去年一年，ARK ETF 中就有五家的回报率超过了100%。结果呢?根据晨星(Morningstar)、Portfolio Insider和纳斯达克(Nasdaq)的数据，她的基金有206亿美元的巨额资金流入。最近，华尔街开始大量转投价值型股票。但别把凯西·伍德算作其中一员。相反，她正在把赌注加倍押在创新公司身上。伍德说，人工智能和机器人等领域的创新步伐正在加快。凯西-伍德(Cathie Wood)的预测是必须遵循的，因为她所选股票的回报率在过去三年达到了历史性的水平——比最初的股价高出许多倍。举个例子：去年，伍德的方舟基因组革命ETF、方舟创新ETF和方舟下一代互联网ETF分别获得了159%、203%和157%的回报率。下面是凯西-伍德购买的四支潜力巨大的科技股：1. Coinbase凯西·伍德看好加密货币。她一直在最大的加密货币交易所和数字钱包服务提供商Coinbase购买加密货币。Coinbase上市当天，ARK Invest就买入了749,205股。几天后，该公司又增持了340,273股股票。伍德从不羞于做出大胆的预测，她认为数字钱包可以发展成为这个时代最有价值的技术，并指出其前所未有的增长速度。“数字钱包可能会成为几乎任何东西或者每个用户的最有价值的技术发展。我们对此非常兴奋。如果你像我们所做的那样，画一张图表来展示摩根大通公司是如何达到这些水平的，这是一个接一个的收购，因为它们本质上是病毒式传播。”最近的报告印证了伍德的预测。根据《全球支付报告》，到2020年，在非接触式店内支付和销售点(POS)上，数字钱包支付的使用已经超过了实体卡。此外，到2020年，发达经济体的店内现金支付额至少下降了50%。2. Unity Software在伍德看来，实时3D开发平台Unity软件正在以极低的价格交易。过去两个月里，她一直在增持Unity Software的股票，而该股今年迄今已下跌34%。尽管最近出现了抛售，但从营收增长预测来看，该公司未来的基本面看起来依然强劲。Unity Software预计2021年的营收将在9.5亿美元至9.7亿美元之间，这符合该公司保持30%营收增长的长期计划。Unity首席执行官John Riccitiello表示:“作为实时3D内容世界创造和运营工具的领导者，我们将继续投资，希望抓住2021年及以后的巨大机遇。”3. Shopify伍德相信，Shopify有一天会和在线零售巨头亚马逊一样壮大。因此，伍德认为Shopify股票的下跌是一个买入机会。据投资组合内幕网(Portfolio Insider)报道，她的公司上周增持了Shopify的现有股份。伍德说:“人们在Instagram、Facebook、Twitter或Snap上看到某样东西，然后就在那里购买，我们正在试图弄清楚亚马逊将如何应对这种情况。这是一个通过shopify实现的商业机会，我们认为这将是一个巨大的商机。”最近，Shopify的股价从2月初触及的1500美元的历史高点略有回落。无论短期价格走势如何，Shopify的股价上行都可能受到其增长趋势的严重影响。不过到目前为止，一切都很好：Shopify第四季度的收入飙升了94%，2020年的收入飙升了86%。4. Sea Limited伍德今年也在疯狂购买Sea Limited。Sea Limited最大的吸引力在于如何将数十家企业整合在一起。Sea Limited涉足电子竞技、手机游戏、电子商务、数字支付、外卖等领域。此外，该公司正积极扩大其在中国以外的市场渗透，特别是在拉丁美洲和东南亚。这些业务为Sea Limited带来了三位数的收入增长。因此，该公司的综合收入在2020年增长了超过100%，并预计将这种势头延续到2021年。伍德在2019年最后一个季度首次购入Sea Limited，而她近期一直在继续增持股份。","news_type":1},"isVote":1,"tweetType":1,"viewCount":612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379809437,"gmtCreate":1618711644829,"gmtModify":1618711644829,"author":{"id":"3553835484001775","authorId":"3553835484001775","name":"云大云二","avatar":"https://static.tigerbbs.com/9fc9575148a7c4b5a72ea9d32cb4e00c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553835484001775","idStr":"3553835484001775"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$</a>回到前高30多一点问题都没有","listText":"<a 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19:02","market":"us","language":"zh","title":"英特尔触及三年新低是否值得买？","url":"https://stock-news.laohu8.com/highlight/detail?id=2086373181","media":"金融界网站","summary":"正当多家科技公司股价今年以来接连创新高的同时，英特尔却斯人独憔悴，股价近日一度失守45美元，今年至今累跌逾25%，并创下近3年新低。英特尔近年股价持续偏软与逐步失去半导体制作的领导地位有关。因为，在过去的10年中，苹果其实一直未被英特尔列为三大客户之一，而且其年销售额每年亦从不超过英特尔全年销售总额的10%。英特尔估值过低英特尔股价回到3年前水平，但公司基础业务从未停止增长。","content":"<html><body><article><p>正当多家科技公司股价今年以来接连创新高的同时，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>（Intel）却斯人独憔悴，股价近日一度失守45美元，今年至今累跌逾25%，并创下近3年新低。股价低迷是反映公司仍在危机之中，还是低吸良机？</p><p>英特尔近年股价持续偏软与逐步失去半导体制作的领导地位有关。诸如<a href=\"https://laohu8.com/S/TSM\">台积电</a>等第三方芯片代工商兴起，英特尔对台积电越趋依赖，也令问题恶化。失去制作芯片的特有工艺这张王牌，令<a href=\"https://laohu8.com/S/AMD\">AMD</a>等传统竞争对手有了可乘之机。</p><p>最近，连长期客户<a href=\"https://laohu8.com/S/AAPL\">苹果</a>也在新的Mac电脑系列中转用自主研发的芯片。失去苹果这个大客，所带来的潜在损失不只代表失去了苹果产品的订单，更严重是可能启发其他PC制造商等<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>产品生产商另寻芯片替代品，从而令公司的芯片生意进一步萎缩，成为股价沉底的由来。</p><p><strong>专注设计有望收复失地</strong></p><p>英特尔管理层不认为对台积电的高度依赖是一件坏事，反而指出艰深的芯片制造工艺升级迫使公司重新考虑其高阶芯片的设计，从而允许不同的制造方法，甚至由不同的芯片制造商制造芯片的不同分装部分。公司CEO Bob Swan于第三季度财报电话会议上直言，当前无论是自家制造还是购买，抑或为其他公司制造，英特尔都较以往更有灵活性。他认为，公司未来许多产品将不再被标签为内部或外部制造，或视为大核或小核产品，最终这些产品因透过混合架构而更具优势。</p><p>事实上，Swan的演绎也相当合理，对代工的依赖，亦让英特尔可为芯片的每个零件选择最佳的供应商，如即将推出的Alder Lake和SaPPhire Rapids两个芯片生产线都将采用这种灵活的设计方法，并与新的SuperFin图形处理平台配合使用。如此一来，英特尔下一代产品的制作问题均能迎刃而解之余，更有望从AMD手中夺回PC和伺服器市场上所失去的份额。</p><p><strong>失去苹果订单影响过份放大</strong></p><p>另外，失去苹果订单的危险似乎也有被夸大之嫌。因为，在过去的10年中，苹果其实一直未被英特尔列为三大客户之一，而且其年销售额每年亦从不超过英特尔全年销售总额的10%。反而真正要担心的是<a href=\"https://laohu8.com/S/DELL\">戴尔</a>（Dell）或<a href=\"https://laohu8.com/S/HPQ\">惠普</a>（HP）停止向英特尔订货，因为这两家公司占英特尔2019年销售额的30%，然而两者根本不可与苹果公司同日而语，因此仿效苹果的做法可能性根本极低。</p><p><strong>英特尔估值过低</strong></p><p>英特尔股价回到3年前水平，但公司基础业务从未停止增长。过去1年销售额按年增长了24%，而<span>自由现金流</span>更接近增加1倍。在当前股价低迷，英特尔的延伸市盈率仅8.8倍，延伸市销率也仅2.3倍。该组数唯一合理的情景就是公司正面临破产，然而英特尔根本不是此情况，因此股价之低根本并不合理。笔者有信心公司股价未来几年可走出谷底，现阶段正是难得的买入良机。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英特尔触及三年新低是否值得买？</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英特尔触及三年新低是否值得买？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-27 19:02 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202011271902387737dab5&s=b><strong>金融界网站</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>正当多家科技公司股价今年以来接连创新高的同时，英特尔（Intel）却斯人独憔悴，股价近日一度失守45美元，今年至今累跌逾25%，并创下近3年新低。股价低迷是反映公司仍在危机之中，还是低吸良机？英特尔近年股价持续偏软与逐步失去半导体制作的领导地位有关。诸如台积电等第三方芯片代工商兴起，英特尔对台积电越趋依赖，也令问题恶化。失去制作芯片的特有工艺这张王牌，令AMD等传统竞争对手有了可乘之机。最近，连...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202011271902387737dab5&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d144a6f2277c7ed90226eb8331e6d7d4","relate_stocks":{"300785":"值得买","INTC":"英特尔","09086":"华夏纳指-U","03086":"华夏纳指"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202011271902387737dab5&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2086373181","content_text":"正当多家科技公司股价今年以来接连创新高的同时，英特尔（Intel）却斯人独憔悴，股价近日一度失守45美元，今年至今累跌逾25%，并创下近3年新低。股价低迷是反映公司仍在危机之中，还是低吸良机？英特尔近年股价持续偏软与逐步失去半导体制作的领导地位有关。诸如台积电等第三方芯片代工商兴起，英特尔对台积电越趋依赖，也令问题恶化。失去制作芯片的特有工艺这张王牌，令AMD等传统竞争对手有了可乘之机。最近，连长期客户苹果也在新的Mac电脑系列中转用自主研发的芯片。失去苹果这个大客，所带来的潜在损失不只代表失去了苹果产品的订单，更严重是可能启发其他PC制造商等智能产品生产商另寻芯片替代品，从而令公司的芯片生意进一步萎缩，成为股价沉底的由来。专注设计有望收复失地英特尔管理层不认为对台积电的高度依赖是一件坏事，反而指出艰深的芯片制造工艺升级迫使公司重新考虑其高阶芯片的设计，从而允许不同的制造方法，甚至由不同的芯片制造商制造芯片的不同分装部分。公司CEO Bob Swan于第三季度财报电话会议上直言，当前无论是自家制造还是购买，抑或为其他公司制造，英特尔都较以往更有灵活性。他认为，公司未来许多产品将不再被标签为内部或外部制造，或视为大核或小核产品，最终这些产品因透过混合架构而更具优势。事实上，Swan的演绎也相当合理，对代工的依赖，亦让英特尔可为芯片的每个零件选择最佳的供应商，如即将推出的Alder Lake和SaPPhire Rapids两个芯片生产线都将采用这种灵活的设计方法，并与新的SuperFin图形处理平台配合使用。如此一来，英特尔下一代产品的制作问题均能迎刃而解之余，更有望从AMD手中夺回PC和伺服器市场上所失去的份额。失去苹果订单影响过份放大另外，失去苹果订单的危险似乎也有被夸大之嫌。因为，在过去的10年中，苹果其实一直未被英特尔列为三大客户之一，而且其年销售额每年亦从不超过英特尔全年销售总额的10%。反而真正要担心的是戴尔（Dell）或惠普（HP）停止向英特尔订货，因为这两家公司占英特尔2019年销售额的30%，然而两者根本不可与苹果公司同日而语，因此仿效苹果的做法可能性根本极低。英特尔估值过低英特尔股价回到3年前水平，但公司基础业务从未停止增长。过去1年销售额按年增长了24%，而自由现金流更接近增加1倍。在当前股价低迷，英特尔的延伸市盈率仅8.8倍，延伸市销率也仅2.3倍。该组数唯一合理的情景就是公司正面临破产，然而英特尔根本不是此情况，因此股价之低根本并不合理。笔者有信心公司股价未来几年可走出谷底，现阶段正是难得的买入良机。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1088,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":977122718,"gmtCreate":1601479157934,"gmtModify":1703824509400,"author":{"id":"3553835484001775","authorId":"3553835484001775","name":"云大云二","avatar":"https://static.tigerbbs.com/9fc9575148a7c4b5a72ea9d32cb4e00c","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553835484001775","idStr":"3553835484001775"},"themes":[],"htmlText":"<a 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