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rootxy
2020-08-27
有量化交易的朋友吗？可否推荐这方面学习素材或者社区？
rootxy
2020-09-06
5月份之后就不能再接新订单了，只能生产老订单。自媒体还要不断提高自身姿势水平，为了打气就胡说八道是不对的
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22:14","market":"sh","language":"zh","title":"最后几天时间，台积电又倔强了一把，对华为够意思了","url":"https://stock-news.laohu8.com/highlight/detail?id=2063501419","media":"豆飞","summary":"原标题：最后几天时间，台积电又倔强了一把，对华为够意思了 来源：豆飞眼看台积电断供华为芯片日子越来越近了，此时对于华为和台积电都非常难受，华为难受的是刚刚进去半导体世界前十，又不得不暂时退出，台积电难","content":"<html><body><p>原标题：最后几天时间，<a href=\"https://laohu8.com/S/TSM\">台积电</a>又倔强了一把，对华为够意思了 来源：豆飞</p><p>眼看台积电断供华为芯片日子越来越近了，此时对于华为和台积电都非常难受，华为难受的是刚刚进去半导体世界前十，又不得不暂时退出，台积电难受的是曾经共同进退的伙伴，此刻不得不说拜拜了。</p><div><img src=\"http://k.sinaimg.cn/n/spider2020830/25/w500h325/20200830/5a92-iypetiu7664296.jpg/w720fin.jpg\"/></div><p>其实，华为为台积电贡献了20%以上的收入，更为重要的是华为和<a href=\"https://laohu8.com/S/AAPL\">苹果</a>愿意为流片买单。此前很多芯片企业不愿意为流片买单，华为和苹果带了好头。</p><p>正是由于华为表现太过出色，触及了美国太多利益，川建国不得不玩阴的，在今年5月份发布禁令，禁止华为使用、设计、制造半导体。其实，对于芯片设计来说，也不是太难的事情，无非不让用美国芯片设计软件，但是可以使用国产芯片软件替代，只不过效率低了点，但是也不是不可以解决。</p><div><img src=\"http://k.sinaimg.cn/n/spider2020830/224/w640h384/20200830/916e-iypetiu7664298.jpg/w720fin.jpg\"/></div><p>然而，芯片加工确实绕不开美国技术，尤其是光刻机EUV，所以在自研芯片方面，华为确实被关了一扇门，而且门还上锁了，关键还把钥匙扔了？</p><p>台积电对于华为海思芯片还是很有感情，不止一次向有关部门提出申请，想继续为华为代工芯片。然而，固执的川建国肯定不会同意，所以9月14日的禁令，目前还没有方法解除，对于台积电来说已经尽力了。</p><p>离禁令生效还有几天时间，华为又追加了7亿美元的订单，台积电也义无反顾的接受了，台积电又倔强了一把。这个时候台积电还是非常够义气的，坚持到最后一刻。</p><div><img src=\"http://k.sinaimg.cn/n/spider2020830/196/w599h397/20200830/b3bb-iypetiu7664482.jpg/w720fin.jpg\"/></div><p>对于美国的打压最好的回击方式是什么？毫无疑问用成绩堵上对方的嘴。华为发布了2020年半年财报，即使受到如此大的打压情况下，华为依然拿出了最好的成绩。</p><p>华为上半年的财报显示，华为上半年收入4507亿元人民币，同比增长了13.67%。其中，余承东带领的消费者业务最亮眼，消费者业务收入2558亿元人民币，较去年同期增长了15.85%。消费者业务非常亮眼的背后，不得不承认接下来华为会有短暂的低迷期，这个低迷期主要还是受到美国制裁，毕竟手机无芯片可用，巧妇难为无米之炊啊。</p><div><img src=\"http://k.sinaimg.cn/n/spider2020830/579/w640h739/20200830/8261-iypetiu7664484.jpg/w720fin.jpg\"/></div><p>其实华为自己肯定会有所调整，方向也会有大的变化，手机业务除了华为Mate 40旗舰机外，未来旗舰机大概率会暂停，中低端手机应该问题不大，毕竟还有<a href=\"https://laohu8.com/S/688981\">中芯国际</a>代工的麒麟710A可用。</p><p>既然芯片代工已经不可控了，那么华为肯定会借助国家近期大幅度投资芯片的背景，开始涉足芯片加工设备研发，虽然不可能会研发全部设备，但是核心设备的关键零部件肯定会参与设计。</p><div><img src=\"http://k.sinaimg.cn/n/spider2020830/702/w433h269/20200830/d761-iypetiu7664695.jpg/w720fin.jpg\"/></div><p>除了硬件以外，华为鸿蒙OS将会推出，助力华为在软件方面完成生态布局，此刻修炼内功太重要了，鸿蒙OS分布式的布局当时，无疑会在更大硬件上有更广泛的应用，不知道<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>会不会颤抖呢？</p></body></html>","source":"sina_symbol","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>最后几天时间，台积电又倔强了一把，对华为够意思了</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n最后几天时间，台积电又倔强了一把，对华为够意思了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-08-30 22:14 北京时间 <a href=http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2020-08-30/doc-iivhvpwy3966130.shtml><strong>豆飞</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：最后几天时间，台积电又倔强了一把，对华为够意思了 来源：豆飞眼看台积电断供华为芯片日子越来越近了，此时对于华为和台积电都非常难受，华为难受的是刚刚进去半导体世界前十，又不得不暂时退出，台积电难受的是曾经共同进退的伙伴，此刻不得不说拜拜了。其实，华为为台积电贡献了20%以上的收入，更为重要的是华为和苹果愿意为流片买单。此前很多芯片企业不愿意为流片买单，华为和苹果带了好头。正是由于华为表现太过...</p>\n\n<a href=\"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2020-08-30/doc-iivhvpwy3966130.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/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"EWT":"台湾ETF-iShares MSCI","03145":"华夏亚洲高息股","TSM":"台积电"},"source_url":"http://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2020-08-30/doc-iivhvpwy3966130.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2063501419","content_text":"原标题：最后几天时间，台积电又倔强了一把，对华为够意思了 来源：豆飞眼看台积电断供华为芯片日子越来越近了，此时对于华为和台积电都非常难受，华为难受的是刚刚进去半导体世界前十，又不得不暂时退出，台积电难受的是曾经共同进退的伙伴，此刻不得不说拜拜了。其实，华为为台积电贡献了20%以上的收入，更为重要的是华为和苹果愿意为流片买单。此前很多芯片企业不愿意为流片买单，华为和苹果带了好头。正是由于华为表现太过出色，触及了美国太多利益，川建国不得不玩阴的，在今年5月份发布禁令，禁止华为使用、设计、制造半导体。其实，对于芯片设计来说，也不是太难的事情，无非不让用美国芯片设计软件，但是可以使用国产芯片软件替代，只不过效率低了点，但是也不是不可以解决。然而，芯片加工确实绕不开美国技术，尤其是光刻机EUV，所以在自研芯片方面，华为确实被关了一扇门，而且门还上锁了，关键还把钥匙扔了？台积电对于华为海思芯片还是很有感情，不止一次向有关部门提出申请，想继续为华为代工芯片。然而，固执的川建国肯定不会同意，所以9月14日的禁令，目前还没有方法解除，对于台积电来说已经尽力了。离禁令生效还有几天时间，华为又追加了7亿美元的订单，台积电也义无反顾的接受了，台积电又倔强了一把。这个时候台积电还是非常够义气的，坚持到最后一刻。对于美国的打压最好的回击方式是什么？毫无疑问用成绩堵上对方的嘴。华为发布了2020年半年财报，即使受到如此大的打压情况下，华为依然拿出了最好的成绩。华为上半年的财报显示，华为上半年收入4507亿元人民币，同比增长了13.67%。其中，余承东带领的消费者业务最亮眼，消费者业务收入2558亿元人民币，较去年同期增长了15.85%。消费者业务非常亮眼的背后，不得不承认接下来华为会有短暂的低迷期，这个低迷期主要还是受到美国制裁，毕竟手机无芯片可用，巧妇难为无米之炊啊。其实华为自己肯定会有所调整，方向也会有大的变化，手机业务除了华为Mate 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