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知足常乐0219

知足常乐0219

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知足常乐0219

2020-09-19

$蔚来(NIO)$下周必起飞，留贴为证

知足常乐0219

2021-07-12

$维珍银河(SPCE)$吃了那么多亏，这次终于长记性了。盘前出完了

知足常乐0219

2021-03-22

$嘉楠科技(CAN)$梦想一夜暴富买了你，确是一路暴跌，学费交了

知足常乐0219

2021-03-08

$第九城市(NCTY)$别装了，v起来

知足常乐0219

02-24

加油，砸不下来算你没本事

知名做空机构香橼称正在做空闪迪，指存储芯片市场繁荣为“供应幻象”

知足常乐0219

2021-03-22

$荔枝(LIZI)$最近怎么了。买什么跌什么

知足常乐0219

2021-02-22

$哔哩哔哩(BILI)$今天不跌个5个点看不起你

知足常乐0219

2024-03-18

$英伟达(NVDA)$ 快跌下来吧，别装了

知足常乐0219

2021-02-25

$老虎证券(TIGR)$扶不起的阿斗

知足常乐0219

2020-11-18

$蔚来(NIO)$好大的个烟锅巴踩不熄？

去老虎APP查看更多动态

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22:48","market":"us","language":"zh","title":"知名做空机构香橼称正在做空闪迪，指存储芯片市场繁荣为“供应幻象”","url":"https://stock-news.laohu8.com/highlight/detail?id=1120902790","media":"老虎资讯综合","summary":"指当前存储芯片市场繁荣为“供应幻象”。","content":"<html><head></head><body><p><strong>知名做空机构香橼称正在做空 <a href=\"https://laohu8.com/S/SNDK\">闪迪</a> ，指当前存储芯片市场繁荣为“供应幻象”。</strong></p><p>香橼续称，市场正按照英伟达的逻辑给闪迪定价，但这存在一个致命问题：英伟达拥有护城河，而闪迪销售的仅仅是大宗商品。存储芯片本质上是周期性行业，而周期终会见顶。</p><p>闪迪盘中震荡下挫，截至发稿跌幅超5%。同时， <a href=\"https://laohu8.com/S/STX\">希捷科技</a> 跌近3%， <a href=\"https://laohu8.com/S/WDC\">西部数据</a> 跌2%， <a href=\"https://laohu8.com/S/MU\">美光科技</a> 跌约1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/943ede7ba4aac71b369748ef6729a72f\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d1160973a09dc1249fa306fd91b9d84c\" title=\"\" tg-width=\"591\" tg-height=\"860\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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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\">2026-02-24 22:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>知名做空机构香橼称正在做空 <a href=\"https://laohu8.com/S/SNDK\">闪迪</a> ，指当前存储芯片市场繁荣为“供应幻象”。</strong></p><p>香橼续称，市场正按照英伟达的逻辑给闪迪定价，但这存在一个致命问题：英伟达拥有护城河，而闪迪销售的仅仅是大宗商品。存储芯片本质上是周期性行业，而周期终会见顶。</p><p>闪迪盘中震荡下挫，截至发稿跌幅超5%。同时， <a href=\"https://laohu8.com/S/STX\">希捷科技</a> 跌近3%， <a href=\"https://laohu8.com/S/WDC\">西部数据</a> 跌2%， <a href=\"https://laohu8.com/S/MU\">美光科技</a> 跌约1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/943ede7ba4aac71b369748ef6729a72f\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img 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17:26","market":"hk","language":"zh","title":"任正非：不要藕断丝连，新荣耀应该将华为视作对手","url":"https://stock-news.laohu8.com/highlight/detail?id=1133151788","media":"老虎资讯综合","summary":"美国制裁持续加码，华为剥离荣耀。交易公布之后，华为内部已经正式为荣耀送别。11月26日，华为总裁办发布了华为创始人任正非在荣耀送别会上的讲话，鼓励新荣耀拥抱全球化，做华为最强的竞争对手。任正非表示，荣","content":"<p>美国制裁持续加码，华为剥离荣耀。交易公布之后，华为内部已经正式为荣耀送别。11月26日，华为总裁办发布了华为创始人任正非在荣耀送别会上的讲话，鼓励新荣耀拥抱全球化，做华为最强的竞争对手。</p><p>任正非表示，荣耀和华为“离婚”后就不要藕断丝连，新荣耀应该将华为视作对手。“不能像小青年一样，婚姻恋爱，一会热一会冷，缠缠绵绵，划不清界线。也不要心疼华为，去想你们的未来吧！”任正非说。</p><p>任正非还称，新荣耀可以拿着“洋枪”、“洋炮”，与手持新“汉阳造”、新“大刀、长矛“的华为竞争，“谁胜谁负还不一定呢？”</p><p>在讲话中，任正非解释，剥离荣耀是为了解决上下游合作伙伴的困难。他表示，在美国一波一波严厉制裁下，渠道商因为没有水而干枯，供应商也不能采购而货物积压，这将导致合作伙伴员工失业、销售下滑，甚至拖累股市。</p><p>总裁办电子邮件</p><p>电邮讲话[2020]141号</p><p>签发人：任正非</p><p>任总在荣耀送别会上的讲话</p><p>2020年11月25日</p><p>我们将分别，曾经相处的十数年，心中有依依不舍的难受与兴奋。我们处在一个伟大的时代，也处在一个最艰难的时期，我们本来是一棵小草，这两年的狂风暴雨没有把我们打垮，艰难困苦的锻炼，过几年也许会使我们变成一棵小铁树。铁树终会开花的。你们要走了，没有什么送你们的，除了秋风送寒吹落的一地黄叶。</p><p>一、为什么要剥离荣耀</p><p>华为在美国的一波又一波严厉的制裁下，使我们终于明白，美国某些政客不是为了纠正我们，而是要打死我们。华为短期的困难，我们有能力克服。我们不因自己受难，而要拖无辜的人下水。但分布在170个国家的代理商、分销商，因渠道没有水而干枯，会导致几百万人失业；供应商也因为我们不能采购，而货物积压，销售下滑，拖累股市。他们有什么错，我们为什么不能承担一些牺牲，你们就是去与他们同甘共苦的，使干枯的渠道在水源未断时，补充满流水。但你们不是救世主，要摆正对客户宗教般虔诚的心态，忠实地去维护客户利益，真诚地尊重对供应商的承诺。契约精神是你们立于不败的基础。荣耀是生产中、低端产品的，剥离后的荣耀在智信公司的领导下迅速恢复生产，解决上、下游合作伙伴的困难。</p><p>我们曾经十数年的相处，我们近似严苛的管理，将你们一批天真浪漫年青的小知识分子改造成能艰苦奋斗的“战士”，过去我们有些方法过于生冷，对不起了。今天要送别你们，同样是一样的依依不舍。正当秋风起，杏叶一地黄，出门也许是更冷的寒风，我们再不能为你们遮风挡雨了，一路走好，多多保重。</p><p>二、如何做好这件事</p><p>首先尽快地恢复渠道的供应，渠道干久了，小草枯了，就难恢复生命了。水、水、水，傣族为什么喊这句口号，说明渠道的水是救命的水。</p><p>全力拥抱全球化产业资源，尽快地建立与供应商的关系，供应是十分复杂而又千头万绪的问题，你们难度比任何一个新公司都大。如何克服困难，就是摆在你们这些英雄豪杰们面前的事情。</p><p>坚持向一切先进的学习，包括向自己不喜欢的人学习。坚定不移地拥抱全球化，加强拥抱英、美、欧、日、台、韩的企业；美国是世界科技强国，它的许多公司很优秀，你们要坚定大胆与他们合作；同时也要与国内合作伙伴合作，与他们一同成长。</p><p>你们要保持已经形成的优良传统，干部、专家要全球化、专业化、多元化；除了职员本地化外，要慎重地分权，以免你们不能全球一盘棋，使诸侯林立，拥兵自重，令不能行。合理的淘汰机制，是激活整个队伍正向激励的补充，既要尊重人，又要考核科学，又要坚持责任结果导向，脱离大队伍后独立运营，会有难处的地方，慎重又坚决，又不能迁就。</p><p>坚持奋斗的目标与方向，坚持有所为、有所不为，坚持创新不动摇，决不允许队伍熵增。</p><p>三、做华为全球最强的竞争对手，超越华为，甚至可以喊打倒华为，成为你们一个自我激励的口号。</p><p>坚持改进自己，在方向大致正确的路上努力前进；坚持使组织充满活力，员工具有坚强的意志与对胜利的渴望。坚决反对内部的腐败，反对一切贪污、盗窃的行为。</p><p>坚持过去有益的习惯与制度，流程科学全面的管好队伍，沉着镇定地前进。挫折会有的，不要惊慌失措。多发挥集体思维的力量，要大胆决策，又不要独断专行。团结一致向前进。</p><p>今天是我们的“离婚”典礼，我就不多说了。一旦“离婚”就不要再藕断丝连，我们是成年人了，理智地处理分开，严格按照合规管理，严格遵守国际规则，各自实现各自的奋斗目标。不能像小青年一样，婚姻恋爱，一会热一会冷，缠缠绵绵，划不清界限。也不要心疼华为，去想你们的未来吧！未来我们是竞争对手，你们可以拿着“洋枪”、“洋炮”，我们拿着新的“汉阳造”，新的“大刀、长矛”，谁胜谁负还不一定呢？我们对你们不会客气的，你们有人在竞争中骂打倒华为，他是英雄好汉，千万不要为难他们。</p>","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n任正非：不要藕断丝连，新荣耀应该将华为视作对手\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\">2020-11-26 17:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美国制裁持续加码，华为剥离荣耀。交易公布之后，华为内部已经正式为荣耀送别。11月26日，华为总裁办发布了华为创始人任正非在荣耀送别会上的讲话，鼓励新荣耀拥抱全球化，做华为最强的竞争对手。</p><p>任正非表示，荣耀和华为“离婚”后就不要藕断丝连，新荣耀应该将华为视作对手。“不能像小青年一样，婚姻恋爱，一会热一会冷，缠缠绵绵，划不清界线。也不要心疼华为，去想你们的未来吧！”任正非说。</p><p>任正非还称，新荣耀可以拿着“洋枪”、“洋炮”，与手持新“汉阳造”、新“大刀、长矛“的华为竞争，“谁胜谁负还不一定呢？”</p><p>在讲话中，任正非解释，剥离荣耀是为了解决上下游合作伙伴的困难。他表示，在美国一波一波严厉制裁下，渠道商因为没有水而干枯，供应商也不能采购而货物积压，这将导致合作伙伴员工失业、销售下滑，甚至拖累股市。</p><p>总裁办电子邮件</p><p>电邮讲话[2020]141号</p><p>签发人：任正非</p><p>任总在荣耀送别会上的讲话</p><p>2020年11月25日</p><p>我们将分别，曾经相处的十数年，心中有依依不舍的难受与兴奋。我们处在一个伟大的时代，也处在一个最艰难的时期，我们本来是一棵小草，这两年的狂风暴雨没有把我们打垮，艰难困苦的锻炼，过几年也许会使我们变成一棵小铁树。铁树终会开花的。你们要走了，没有什么送你们的，除了秋风送寒吹落的一地黄叶。</p><p>一、为什么要剥离荣耀</p><p>华为在美国的一波又一波严厉的制裁下，使我们终于明白，美国某些政客不是为了纠正我们，而是要打死我们。华为短期的困难，我们有能力克服。我们不因自己受难，而要拖无辜的人下水。但分布在170个国家的代理商、分销商，因渠道没有水而干枯，会导致几百万人失业；供应商也因为我们不能采购，而货物积压，销售下滑，拖累股市。他们有什么错，我们为什么不能承担一些牺牲，你们就是去与他们同甘共苦的，使干枯的渠道在水源未断时，补充满流水。但你们不是救世主，要摆正对客户宗教般虔诚的心态，忠实地去维护客户利益，真诚地尊重对供应商的承诺。契约精神是你们立于不败的基础。荣耀是生产中、低端产品的，剥离后的荣耀在智信公司的领导下迅速恢复生产，解决上、下游合作伙伴的困难。</p><p>我们曾经十数年的相处，我们近似严苛的管理，将你们一批天真浪漫年青的小知识分子改造成能艰苦奋斗的“战士”，过去我们有些方法过于生冷，对不起了。今天要送别你们，同样是一样的依依不舍。正当秋风起，杏叶一地黄，出门也许是更冷的寒风，我们再不能为你们遮风挡雨了，一路走好，多多保重。</p><p>二、如何做好这件事</p><p>首先尽快地恢复渠道的供应，渠道干久了，小草枯了，就难恢复生命了。水、水、水，傣族为什么喊这句口号，说明渠道的水是救命的水。</p><p>全力拥抱全球化产业资源，尽快地建立与供应商的关系，供应是十分复杂而又千头万绪的问题，你们难度比任何一个新公司都大。如何克服困难，就是摆在你们这些英雄豪杰们面前的事情。</p><p>坚持向一切先进的学习，包括向自己不喜欢的人学习。坚定不移地拥抱全球化，加强拥抱英、美、欧、日、台、韩的企业；美国是世界科技强国，它的许多公司很优秀，你们要坚定大胆与他们合作；同时也要与国内合作伙伴合作，与他们一同成长。</p><p>你们要保持已经形成的优良传统，干部、专家要全球化、专业化、多元化；除了职员本地化外，要慎重地分权，以免你们不能全球一盘棋，使诸侯林立，拥兵自重，令不能行。合理的淘汰机制，是激活整个队伍正向激励的补充，既要尊重人，又要考核科学，又要坚持责任结果导向，脱离大队伍后独立运营，会有难处的地方，慎重又坚决，又不能迁就。</p><p>坚持奋斗的目标与方向，坚持有所为、有所不为，坚持创新不动摇，决不允许队伍熵增。</p><p>三、做华为全球最强的竞争对手，超越华为，甚至可以喊打倒华为，成为你们一个自我激励的口号。</p><p>坚持改进自己，在方向大致正确的路上努力前进；坚持使组织充满活力，员工具有坚强的意志与对胜利的渴望。坚决反对内部的腐败，反对一切贪污、盗窃的行为。</p><p>坚持过去有益的习惯与制度，流程科学全面的管好队伍，沉着镇定地前进。挫折会有的，不要惊慌失措。多发挥集体思维的力量，要大胆决策，又不要独断专行。团结一致向前进。</p><p>今天是我们的“离婚”典礼，我就不多说了。一旦“离婚”就不要再藕断丝连，我们是成年人了，理智地处理分开，严格按照合规管理，严格遵守国际规则，各自实现各自的奋斗目标。不能像小青年一样，婚姻恋爱，一会热一会冷，缠缠绵绵，划不清界限。也不要心疼华为，去想你们的未来吧！未来我们是竞争对手，你们可以拿着“洋枪”、“洋炮”，我们拿着新的“汉阳造”，新的“大刀、长矛”，谁胜谁负还不一定呢？我们对你们不会客气的，你们有人在竞争中骂打倒华为，他是英雄好汉，千万不要为难他们。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/44d67ab76520e71f18322523de113a48","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133151788","content_text":"美国制裁持续加码，华为剥离荣耀。交易公布之后，华为内部已经正式为荣耀送别。11月26日，华为总裁办发布了华为创始人任正非在荣耀送别会上的讲话，鼓励新荣耀拥抱全球化，做华为最强的竞争对手。任正非表示，荣耀和华为“离婚”后就不要藕断丝连，新荣耀应该将华为视作对手。“不能像小青年一样，婚姻恋爱，一会热一会冷，缠缠绵绵，划不清界线。也不要心疼华为，去想你们的未来吧！”任正非说。任正非还称，新荣耀可以拿着“洋枪”、“洋炮”，与手持新“汉阳造”、新“大刀、长矛“的华为竞争，“谁胜谁负还不一定呢？”在讲话中，任正非解释，剥离荣耀是为了解决上下游合作伙伴的困难。他表示，在美国一波一波严厉制裁下，渠道商因为没有水而干枯，供应商也不能采购而货物积压，这将导致合作伙伴员工失业、销售下滑，甚至拖累股市。总裁办电子邮件电邮讲话[2020]141号签发人：任正非任总在荣耀送别会上的讲话2020年11月25日我们将分别，曾经相处的十数年，心中有依依不舍的难受与兴奋。我们处在一个伟大的时代，也处在一个最艰难的时期，我们本来是一棵小草，这两年的狂风暴雨没有把我们打垮，艰难困苦的锻炼，过几年也许会使我们变成一棵小铁树。铁树终会开花的。你们要走了，没有什么送你们的，除了秋风送寒吹落的一地黄叶。一、为什么要剥离荣耀华为在美国的一波又一波严厉的制裁下，使我们终于明白，美国某些政客不是为了纠正我们，而是要打死我们。华为短期的困难，我们有能力克服。我们不因自己受难，而要拖无辜的人下水。但分布在170个国家的代理商、分销商，因渠道没有水而干枯，会导致几百万人失业；供应商也因为我们不能采购，而货物积压，销售下滑，拖累股市。他们有什么错，我们为什么不能承担一些牺牲，你们就是去与他们同甘共苦的，使干枯的渠道在水源未断时，补充满流水。但你们不是救世主，要摆正对客户宗教般虔诚的心态，忠实地去维护客户利益，真诚地尊重对供应商的承诺。契约精神是你们立于不败的基础。荣耀是生产中、低端产品的，剥离后的荣耀在智信公司的领导下迅速恢复生产，解决上、下游合作伙伴的困难。我们曾经十数年的相处，我们近似严苛的管理，将你们一批天真浪漫年青的小知识分子改造成能艰苦奋斗的“战士”，过去我们有些方法过于生冷，对不起了。今天要送别你们，同样是一样的依依不舍。正当秋风起，杏叶一地黄，出门也许是更冷的寒风，我们再不能为你们遮风挡雨了，一路走好，多多保重。二、如何做好这件事首先尽快地恢复渠道的供应，渠道干久了，小草枯了，就难恢复生命了。水、水、水，傣族为什么喊这句口号，说明渠道的水是救命的水。全力拥抱全球化产业资源，尽快地建立与供应商的关系，供应是十分复杂而又千头万绪的问题，你们难度比任何一个新公司都大。如何克服困难，就是摆在你们这些英雄豪杰们面前的事情。坚持向一切先进的学习，包括向自己不喜欢的人学习。坚定不移地拥抱全球化，加强拥抱英、美、欧、日、台、韩的企业；美国是世界科技强国，它的许多公司很优秀，你们要坚定大胆与他们合作；同时也要与国内合作伙伴合作，与他们一同成长。你们要保持已经形成的优良传统，干部、专家要全球化、专业化、多元化；除了职员本地化外，要慎重地分权，以免你们不能全球一盘棋，使诸侯林立，拥兵自重，令不能行。合理的淘汰机制，是激活整个队伍正向激励的补充，既要尊重人，又要考核科学，又要坚持责任结果导向，脱离大队伍后独立运营，会有难处的地方，慎重又坚决，又不能迁就。坚持奋斗的目标与方向，坚持有所为、有所不为，坚持创新不动摇，决不允许队伍熵增。三、做华为全球最强的竞争对手，超越华为，甚至可以喊打倒华为，成为你们一个自我激励的口号。坚持改进自己，在方向大致正确的路上努力前进；坚持使组织充满活力，员工具有坚强的意志与对胜利的渴望。坚决反对内部的腐败，反对一切贪污、盗窃的行为。坚持过去有益的习惯与制度，流程科学全面的管好队伍，沉着镇定地前进。挫折会有的，不要惊慌失措。多发挥集体思维的力量，要大胆决策，又不要独断专行。团结一致向前进。今天是我们的“离婚”典礼，我就不多说了。一旦“离婚”就不要再藕断丝连，我们是成年人了，理智地处理分开，严格按照合规管理，严格遵守国际规则，各自实现各自的奋斗目标。不能像小青年一样，婚姻恋爱，一会热一会冷，缠缠绵绵，划不清界限。也不要心疼华为，去想你们的未来吧！未来我们是竞争对手，你们可以拿着“洋枪”、“洋炮”，我们拿着新的“汉阳造”，新的“大刀、长矛”，谁胜谁负还不一定呢？我们对你们不会客气的，你们有人在竞争中骂打倒华为，他是英雄好汉，千万不要为难他们。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390301643,"gmtCreate":1605708236782,"gmtModify":1703839119353,"author":{"id":"3556403993388650","authorId":"3556403993388650","name":"知足常乐0219","avatar":"https://static.tigerbbs.com/03504e2c1c9a0c9ab978f74b1dbd0f3c","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556403993388650","authorIdStr":"3556403993388650"},"themes":[],"htmlText":"<a 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