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期权小白sg
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期权小白sg
2020-10-28
$吉利德科学(GILD)$
我只想知道坚持会不会胜利✌今晚揭晓,我$63 入坑。。
期权小白sg
2021-02-09
$诺基亚(NOK)$
这两个星期内会有机会接近$5
期权小白sg
2021-03-24
$腾讯音乐(TME)$
为什么掉,你们看今天掉最多的是什么股?都是中概股。肯定牵涉到了政治。
期权小白sg
2021-03-27
$涂鸦智能(TUYA)$
真是牛,庄家暴力拉升理由都懒的跟你找了,升就对了。
期权小白sg
2021-02-11
$中芯国际(00981)$
没想到一不小心就抄底了。[开心] ,祝大家新年快乐,恭喜发财。
期权小白sg
2021-03-19
$涂鸦智能(TUYA)$
用过涂鸦智能化家电的人可能不知它的最大竞争对手是
$小米集团-W(01810)$
。它打价格战肯定不及小米,只是暂时小米只提供芯片给他自己的米家附属产品。
期权小白sg
2021-03-01
$新加坡航空公司(C6L.SI)$
strong hold to $7!!
期权小白sg
2021-01-28
$诺基亚(NOK)$
如果可以炒到$50,我发誓这辈子只用nokia手机,平板!
期权小白sg
2021-11-30
$美德向邦医疗(546.SI)$
50cent 1 day trip
期权小白sg
2021-02-19
$Gevo Inc.(GEVO)$
今晚回升到$12吧。
期权小白sg
2021-02-23
$新加坡航空公司(C6L.SI)$
Yes lah, strong hold to $7!!!
期权小白sg
2021-01-29
马的,我也被套了,把$中芯和$小米卖了今晚再战!!
抱歉,原内容已删除
期权小白sg
2020-11-19
$特斯拉(TSLA)$
很想做空啊,但是听说以往有些千万富翁做空都成了百万富翁[笑哭] [笑哭]
期权小白sg
2020-11-16
$Moderna, Inc.(MRNA)$
经过了几次经验,这就是要空才赚钱[开心] [开心] $104
期权小白sg
2021-06-04
$AMC院线(AMC)$
为什么盘前走势差不多与昨晚相似。。
期权小白sg
2021-03-26
$老虎证券(TIGR)$
老虎不错的,但是今天还是可能回落到$18
期权小白sg
2020-11-13
$奥罗拉大麻公司(ACB)$
卖了卖了,我再相信这股就是傻了。
期权小白sg
2021-02-23
$吉利德科学(GILD)$
这股稳的很,只活在自己的世界。
期权小白sg
2020-11-25
$特斯拉(TSLA)$
我居然卖空输了几百,哥斯拉已经强大到不受负面影响了[喷血] [喷血] [喷血]
期权小白sg
2021-09-01
$Lucid Group Inc(LCID)$
谢谢砸盘
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>崩盘??","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>崩盘??","text":"$老虎证券(TIGR)$崩盘??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/699394845","isVote":1,"tweetType":1,"viewCount":873,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603474524,"gmtCreate":1638447427622,"gmtModify":1638449615154,"author":{"id":"3562717019845457","authorId":"3562717019845457","name":"期权小白sg","avatar":"https://static.tigerbbs.com/b9c5fa138cc07fc83f5b63a16d50b18a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562717019845457","authorIdStr":"3562717019845457"},"themes":[],"htmlText":"据悉,昨日(1日)南非新增8561例新冠确诊病例,已经连续2天翻番。而南非的国家传染病研究所表示,11月测序的所有病毒基因组中有74%是奥密克戎毒株。也就是说,在11月份的确诊病例中,感染奥密克戎毒株的患者占了74%!南非今天的确诊人数可能会突破万人大关。","listText":"据悉,昨日(1日)南非新增8561例新冠确诊病例,已经连续2天翻番。而南非的国家传染病研究所表示,11月测序的所有病毒基因组中有74%是奥密克戎毒株。也就是说,在11月份的确诊病例中,感染奥密克戎毒株的患者占了74%!南非今天的确诊人数可能会突破万人大关。","text":"据悉,昨日(1日)南非新增8561例新冠确诊病例,已经连续2天翻番。而南非的国家传染病研究所表示,11月测序的所有病毒基因组中有74%是奥密克戎毒株。也就是说,在11月份的确诊病例中,感染奥密克戎毒株的患者占了74%!南非今天的确诊人数可能会突破万人大关。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603474524","repostId":"2188180715","repostType":4,"repost":{"id":"2188180715","pubTimestamp":1638446764,"share":"https://www.laohu8.com/m/news/2188180715?lang=&edition=full","pubTime":"2021-12-02 20:06","market":"sh","language":"zh","title":"“危机尚未结束”:奥密克戎可能对供应链造成新的打击","url":"https://stock-news.laohu8.com/highlight/detail?id=2188180715","media":"华尔街见闻","summary":"新变异毒株奥密克戎给深陷困局的全球供应链带来了又一大考验。\n自今年年初以来,港口和公司一直在全球供应链危机中苦苦挣扎。最近种种迹象显示,全球供应链危机最糟糕的时期已经过去了,供应链又迎来了奥密克戎的挑","content":"<p>新变异毒株奥密克戎给深陷困局的全球供应链带来了又一大考验。</p>\n<p>自今年年初以来,港口和公司一直在全球供应链危机中苦苦挣扎。最近种种迹象显示,全球供应链危机最糟糕的时期已经过去了,供应链又迎来了奥密克戎的挑战。</p>\n<p>据CNBC报道,牛津经济学院首席亚洲经济学家Sian Fenner周三在一份报告中指出,供应链仍然容易受到疫情的影响,奥密克戎突显出危机尚未结束。</p>\n<p>尽管奥密克戎的影响尚未明确,但无疑将给全球供应链带来更大的压力,封锁措施可能会对供应链上下游产生较大的连锁效应,并影响地区出口复苏。</p>\n<h2>封锁或引发供应链连锁反应</h2>\n<p>11月25日,南非科学家图里奥·奥利维拉首次宣布新冠新变种奥密克戎,数十个国家重启国际旅行限制,日本、以色列相继全面封锁国境。世卫组织发报告称,奥密克戎变异株相关的全球总体风险被评估为“非常高”。</p>\n<p>奥密克戎最新进展显示,全球已有31个国家和地区确诊了奥密克戎病例。</p>\n<p>据CNBC,科尔尼咨询高级合伙人Per Hong表示,预计各国会加强新冠疫情限制,并会对港口进出货物进行严格检查,以防止病例输入。</p>\n<p>Hong指出,正如前期供应链受到了较大影响,各国的封锁措施可能再次会对供应链上下游产生重大的连锁效应。如果这种情况发生,不仅运输将受到限制,而且制造业关键零部件将出现短缺,“芯片荒”恐会加剧,汽车和消费品的订单将被延期或积压。</p>\n<p>目前情况,奥密克戎相关症状相对温和。但多位医疗专业表示,现在判断Omicron的严重性还为时过早,当下情况并不能反映Omicron在更大范围内传播时“毒性”的严重与否。</p>\n<p>Hong进一步指出,存在很多未知因素,肯定的是又一轮封锁使全球供应链承压。全球供应链困局正在缓解,而奥密克戎的突袭可能使情况恶化。</p>\n<h2>奥密克戎可能会阻碍出口复苏</h2>\n<p>今年以来,全球的地区供应链受到冲击,从集装箱短缺到洪水冲断铁路,再到港口拥堵,欧洲能源危机也扰乱了相关行业。</p>\n<p>一些分析师表示,<b>虽然全球供应链危机还未结束,但近期形势已经趋于稳定。</b></p>\n<p>Fenner表示,随着亚洲疫情好转,工人逐渐返工,生产供应逐步跟上。但物流方面仍然存在挑战,特别是在海运和空运。<b>由于先前很多订单尚未交货,短期内航运仍存在限制。</b></p>\n<p>根据牛津经济学院数据,今年全球范围内,按时到达的船只不到一半,多数船只交货延迟时间超过一周。而在2019年和2018年,延迟平均时间只有四天。</p>\n<p>周一,TS Lombard研究公司在一份报告中指出,<b>亚洲主要出口国越南在经历第三波新冠疫情后,出口份额逐步恢复。但是,如果奥密克戎对全球供应链产生较大影响,可能会对越南出口复苏造成威胁。</b></p>","source":"wallstreetcn_api","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\" 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href=https://wallstreetcn.com/articles/3646361><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新变异毒株奥密克戎给深陷困局的全球供应链带来了又一大考验。\n自今年年初以来,港口和公司一直在全球供应链危机中苦苦挣扎。最近种种迹象显示,全球供应链危机最糟糕的时期已经过去了,供应链又迎来了奥密克戎的挑战。\n据CNBC报道,牛津经济学院首席亚洲经济学家Sian Fenner周三在一份报告中指出,供应链仍然容易受到疫情的影响,奥密克戎突显出危机尚未结束。\n尽管奥密克戎的影响尚未明确,但无疑将给全球...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3646361\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ff22b35585101e1fc8ac7a2f2ebce5ef","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3646361","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2188180715","content_text":"新变异毒株奥密克戎给深陷困局的全球供应链带来了又一大考验。\n自今年年初以来,港口和公司一直在全球供应链危机中苦苦挣扎。最近种种迹象显示,全球供应链危机最糟糕的时期已经过去了,供应链又迎来了奥密克戎的挑战。\n据CNBC报道,牛津经济学院首席亚洲经济学家Sian Fenner周三在一份报告中指出,供应链仍然容易受到疫情的影响,奥密克戎突显出危机尚未结束。\n尽管奥密克戎的影响尚未明确,但无疑将给全球供应链带来更大的压力,封锁措施可能会对供应链上下游产生较大的连锁效应,并影响地区出口复苏。\n封锁或引发供应链连锁反应\n11月25日,南非科学家图里奥·奥利维拉首次宣布新冠新变种奥密克戎,数十个国家重启国际旅行限制,日本、以色列相继全面封锁国境。世卫组织发报告称,奥密克戎变异株相关的全球总体风险被评估为“非常高”。\n奥密克戎最新进展显示,全球已有31个国家和地区确诊了奥密克戎病例。\n据CNBC,科尔尼咨询高级合伙人Per Hong表示,预计各国会加强新冠疫情限制,并会对港口进出货物进行严格检查,以防止病例输入。\nHong指出,正如前期供应链受到了较大影响,各国的封锁措施可能再次会对供应链上下游产生重大的连锁效应。如果这种情况发生,不仅运输将受到限制,而且制造业关键零部件将出现短缺,“芯片荒”恐会加剧,汽车和消费品的订单将被延期或积压。\n目前情况,奥密克戎相关症状相对温和。但多位医疗专业表示,现在判断Omicron的严重性还为时过早,当下情况并不能反映Omicron在更大范围内传播时“毒性”的严重与否。\nHong进一步指出,存在很多未知因素,肯定的是又一轮封锁使全球供应链承压。全球供应链困局正在缓解,而奥密克戎的突袭可能使情况恶化。\n奥密克戎可能会阻碍出口复苏\n今年以来,全球的地区供应链受到冲击,从集装箱短缺到洪水冲断铁路,再到港口拥堵,欧洲能源危机也扰乱了相关行业。\n一些分析师表示,虽然全球供应链危机还未结束,但近期形势已经趋于稳定。\nFenner表示,随着亚洲疫情好转,工人逐渐返工,生产供应逐步跟上。但物流方面仍然存在挑战,特别是在海运和空运。由于先前很多订单尚未交货,短期内航运仍存在限制。\n根据牛津经济学院数据,今年全球范围内,按时到达的船只不到一半,多数船只交货延迟时间超过一周。而在2019年和2018年,延迟平均时间只有四天。\n周一,TS 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Singapore","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/823860968","isVote":1,"tweetType":1,"viewCount":1103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":829224381,"gmtCreate":1633518237085,"gmtModify":1633518237536,"author":{"id":"3562717019845457","authorId":"3562717019845457","name":"期权小白sg","avatar":"https://static.tigerbbs.com/b9c5fa138cc07fc83f5b63a16d50b18a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562717019845457","authorIdStr":"3562717019845457"},"themes":[],"htmlText":"这行情还敢暴涨不就是给空的好机会吗","listText":"这行情还敢暴涨不就是给空的好机会吗","text":"这行情还敢暴涨不就是给空的好机会吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/829224381","repostId":"1100849090","repostType":4,"repost":{"id":"1100849090","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":1633512257,"share":"https://www.laohu8.com/m/news/1100849090?lang=&edition=full","pubTime":"2021-10-06 17:24","market":"us","language":"zh","title":"盘前异动:爱奇艺直线拉涨!新能源、科技等多概念齐跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1100849090","media":"老虎资讯综合","summary":"摘要:明星科技股盘前普跌,英伟达跌近3%;爱奇艺盘前直线拉涨,传爱奇艺考虑最快于2021年底在香港上市;区块链、新能源车、抗疫概念、钢铁等概念股齐齐下跌。\n\n10月6日,美股股指期货下跌,道指期货跌0","content":"<blockquote>\n 摘要:明星科技股盘前普跌,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌近3%;<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>盘前直线拉涨,传爱奇艺考虑最快于2021年底在香港上市;区块链、新能源车、抗疫概念、钢铁等概念股齐齐下跌。\n</blockquote>\n<p>10月6日,美股股指期货下跌,道指期货跌0.93%,标普500指数跌1.12%,纳指期货跌1.33%。债券市场的抛售已将美国30年期国债收益率推高至三个月来最高水平,因能源成本飙升加剧了人们对通胀将对全球经济产生更大影响的担忧。<img src=\"https://static.tigerbbs.com/fcf6e5f1a6994a688efe66f93358f877\" tg-width=\"828\" tg-height=\"246\" referrerpolicy=\"no-referrer\">周三,基准的10年期国债收益率上涨了5个基点,至1.57%,30年期国债收益率也上涨了5个基点,至2.15%。10年期盈亏平衡利率升至2.51%,为5月份以来的最高水平。</p>\n<p>彭博报道称,盈亏平衡利率是衡量消费者价格预期的指标,由美国国债和通胀挂钩证券的收益率之差得出。近几周来,全球债券收益率一直在上升,因市场臆测能源价格回升将推高企业和消费者成本,而此时各国央行正朝着货币政策正常化迈进。</p>\n<p><b>盘前行情</b></p>\n<p>Palantir盘前涨超9%,此前获得美国陆军价值8.23亿美元的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>数据结构、分析解决方案合同。</p>\n<p>Calyxt盘前涨近7%,公司宣布启动一项战略举措,专注于“为更多终端市场的多样化客户群设计合成生物学解决方案”。公司表示,这些终端市场包括营养食品、制药和化工行业。</p>\n<p>爱奇艺盘前直线拉涨,截至发稿,上涨1.6%。市场消息:爱奇艺考虑最快于2021年底在香港上市。</p>\n<p>美股钢铁股盘前普跌,<a href=\"https://laohu8.com/S/X\">美国钢铁</a>跌5%,<a href=\"https://laohu8.com/S/PKX\">浦项钢铁</a>、<a href=\"https://laohu8.com/S/NUE\">纽柯钢铁</a>跌超3%。</p>\n<p>美股明星科技股盘前普跌,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌2.8%,<a href=\"https://laohu8.com/S/ADBE\">Adobe</a>跌1.1%,<a href=\"https://laohu8.com/S/FB\">Facebook</a>跌1.7%,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌1.4%,<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>跌1.2%。</p>\n<p>美股区块链板块盘前多数下跌,<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>跌超3%,Square、Marathon Patent跌超2%,Paypal、Coinbase均跌逾1.6%。据火币全球站,以太坊向下触及3400美元/枚,日内跌3.41%。</p>\n<p>美股新能源车板块盘前普跌,<a href=\"https://laohu8.com/S/TM\">丰田汽车</a>跌超4%,<a href=\"https://laohu8.com/S/RACE\">法拉利</a>、Lordstown Motors、Nikola跌超2%,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>均跌超1%。</p>\n<p>美股抗疫概念股盘前普跌,<a href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯医药</a>跌超5%,<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>、Moderna、<a href=\"https://laohu8.com/S/AZN\">阿斯利康</a>跌超2%,<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>跌1.21%。</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>盘前异动:爱奇艺直线拉涨!新能源、科技等多概念齐跌</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盘前异动:爱奇艺直线拉涨!新能源、科技等多概念齐跌\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\">2021-10-06 17:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 摘要:明星科技股盘前普跌,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌近3%;<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>盘前直线拉涨,传爱奇艺考虑最快于2021年底在香港上市;区块链、新能源车、抗疫概念、钢铁等概念股齐齐下跌。\n</blockquote>\n<p>10月6日,美股股指期货下跌,道指期货跌0.93%,标普500指数跌1.12%,纳指期货跌1.33%。债券市场的抛售已将美国30年期国债收益率推高至三个月来最高水平,因能源成本飙升加剧了人们对通胀将对全球经济产生更大影响的担忧。<img src=\"https://static.tigerbbs.com/fcf6e5f1a6994a688efe66f93358f877\" tg-width=\"828\" tg-height=\"246\" referrerpolicy=\"no-referrer\">周三,基准的10年期国债收益率上涨了5个基点,至1.57%,30年期国债收益率也上涨了5个基点,至2.15%。10年期盈亏平衡利率升至2.51%,为5月份以来的最高水平。</p>\n<p>彭博报道称,盈亏平衡利率是衡量消费者价格预期的指标,由美国国债和通胀挂钩证券的收益率之差得出。近几周来,全球债券收益率一直在上升,因市场臆测能源价格回升将推高企业和消费者成本,而此时各国央行正朝着货币政策正常化迈进。</p>\n<p><b>盘前行情</b></p>\n<p>Palantir盘前涨超9%,此前获得美国陆军价值8.23亿美元的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>数据结构、分析解决方案合同。</p>\n<p>Calyxt盘前涨近7%,公司宣布启动一项战略举措,专注于“为更多终端市场的多样化客户群设计合成生物学解决方案”。公司表示,这些终端市场包括营养食品、制药和化工行业。</p>\n<p>爱奇艺盘前直线拉涨,截至发稿,上涨1.6%。市场消息:爱奇艺考虑最快于2021年底在香港上市。</p>\n<p>美股钢铁股盘前普跌,<a href=\"https://laohu8.com/S/X\">美国钢铁</a>跌5%,<a href=\"https://laohu8.com/S/PKX\">浦项钢铁</a>、<a href=\"https://laohu8.com/S/NUE\">纽柯钢铁</a>跌超3%。</p>\n<p>美股明星科技股盘前普跌,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌2.8%,<a href=\"https://laohu8.com/S/ADBE\">Adobe</a>跌1.1%,<a href=\"https://laohu8.com/S/FB\">Facebook</a>跌1.7%,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌1.4%,<a href=\"https://laohu8.com/S/GOOGL\">谷歌A</a>跌1.2%。</p>\n<p>美股区块链板块盘前多数下跌,<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>跌超3%,Square、Marathon Patent跌超2%,Paypal、Coinbase均跌逾1.6%。据火币全球站,以太坊向下触及3400美元/枚,日内跌3.41%。</p>\n<p>美股新能源车板块盘前普跌,<a href=\"https://laohu8.com/S/TM\">丰田汽车</a>跌超4%,<a href=\"https://laohu8.com/S/RACE\">法拉利</a>、Lordstown Motors、Nikola跌超2%,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>均跌超1%。</p>\n<p>美股抗疫概念股盘前普跌,<a href=\"https://laohu8.com/S/NVAX\">诺瓦瓦克斯医药</a>跌超5%,<a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>、Moderna、<a href=\"https://laohu8.com/S/AZN\">阿斯利康</a>跌超2%,<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>跌1.21%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"159875":"新能源","160640":"新能源","399941":"新能源",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","000941.SH":"新能源","PLTR":"Palantir Technologies Inc.",".SPX":"S&P 500 Index","IQ":"爱奇艺"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100849090","content_text":"摘要:明星科技股盘前普跌,英伟达跌近3%;爱奇艺盘前直线拉涨,传爱奇艺考虑最快于2021年底在香港上市;区块链、新能源车、抗疫概念、钢铁等概念股齐齐下跌。\n\n10月6日,美股股指期货下跌,道指期货跌0.93%,标普500指数跌1.12%,纳指期货跌1.33%。债券市场的抛售已将美国30年期国债收益率推高至三个月来最高水平,因能源成本飙升加剧了人们对通胀将对全球经济产生更大影响的担忧。周三,基准的10年期国债收益率上涨了5个基点,至1.57%,30年期国债收益率也上涨了5个基点,至2.15%。10年期盈亏平衡利率升至2.51%,为5月份以来的最高水平。\n彭博报道称,盈亏平衡利率是衡量消费者价格预期的指标,由美国国债和通胀挂钩证券的收益率之差得出。近几周来,全球债券收益率一直在上升,因市场臆测能源价格回升将推高企业和消费者成本,而此时各国央行正朝着货币政策正常化迈进。\n盘前行情\nPalantir盘前涨超9%,此前获得美国陆军价值8.23亿美元的智能数据结构、分析解决方案合同。\nCalyxt盘前涨近7%,公司宣布启动一项战略举措,专注于“为更多终端市场的多样化客户群设计合成生物学解决方案”。公司表示,这些终端市场包括营养食品、制药和化工行业。\n爱奇艺盘前直线拉涨,截至发稿,上涨1.6%。市场消息:爱奇艺考虑最快于2021年底在香港上市。\n美股钢铁股盘前普跌,美国钢铁跌5%,浦项钢铁、纽柯钢铁跌超3%。\n美股明星科技股盘前普跌,英伟达跌2.8%,Adobe跌1.1%,Facebook跌1.7%,苹果跌1.4%,谷歌A跌1.2%。\n美股区块链板块盘前多数下跌,嘉楠科技跌超3%,Square、Marathon Patent跌超2%,Paypal、Coinbase均跌逾1.6%。据火币全球站,以太坊向下触及3400美元/枚,日内跌3.41%。\n美股新能源车板块盘前普跌,丰田汽车跌超4%,法拉利、Lordstown Motors、Nikola跌超2%,特斯拉、小鹏汽车、理想汽车、蔚来均跌超1%。\n美股抗疫概念股盘前普跌,诺瓦瓦克斯医药跌超5%,BioNTech SE、Moderna、阿斯利康跌超2%,辉瑞跌1.21%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":768,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865204921,"gmtCreate":1632982889992,"gmtModify":1632982890428,"author":{"id":"3562717019845457","authorId":"3562717019845457","name":"期权小白sg","avatar":"https://static.tigerbbs.com/b9c5fa138cc07fc83f5b63a16d50b18a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562717019845457","authorIdStr":"3562717019845457"},"themes":[],"htmlText":"我之前也听说了,建议把钱全套现放入铁罐子。","listText":"我之前也听说了,建议把钱全套现放入铁罐子。","text":"我之前也听说了,建议把钱全套现放入铁罐子。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865204921","repostId":"1197512439","repostType":4,"repost":{"id":"1197512439","pubTimestamp":1632982451,"share":"https://www.laohu8.com/m/news/1197512439?lang=&edition=full","pubTime":"2021-09-30 14:14","market":"sh","language":"zh","title":"央行:网传的“开展个人储蓄用户排查业务”为谣言","url":"https://stock-news.laohu8.com/highlight/detail?id=1197512439","media":"中国人民银行","summary":"互联网不是法外之地,人民银行对造谣、传谣行为严厉谴责,并已向公安机关报案。","content":"<p>中国人民银行:近日,网络流传所谓中国人民银行网站发布“风险提示”的图片,称我行将对全国地区各大银行展开个人储蓄用户排查业务。我行严正声明,此为假冒网页散布谣言,性质恶劣。互联网不是法外之地,人民银行对造谣、传谣行为严厉谴责,并已向公安机关报案,将依法追究相关责任。</p>\n<p><b>网上谣言截图:</b></p>\n<p><img src=\"https://static.tigerbbs.com/79e678ff3ecc90498095b95a8845605e\" tg-width=\"779\" tg-height=\"600\" width=\"100%\" height=\"auto\"></p>","source":"111133","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>央行:网传的“开展个人储蓄用户排查业务”为谣言</title>\n<style 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}\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央行:网传的“开展个人储蓄用户排查业务”为谣言\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-30 14:14 北京时间 <a href=http://www.pbc.gov.cn/rmyh/105208/4353692/index.html><strong>中国人民银行</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中国人民银行:近日,网络流传所谓中国人民银行网站发布“风险提示”的图片,称我行将对全国地区各大银行展开个人储蓄用户排查业务。我行严正声明,此为假冒网页散布谣言,性质恶劣。互联网不是法外之地,人民银行对造谣、传谣行为严厉谴责,并已向公安机关报案,将依法追究相关责任。\n网上谣言截图:</p>\n\n<a href=\"http://www.pbc.gov.cn/rmyh/105208/4353692/index.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/c34c809115b2b1d82a068ba5bc69d6e0","relate_stocks":{"000001.SH":"上证指数"},"source_url":"http://www.pbc.gov.cn/rmyh/105208/4353692/index.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197512439","content_text":"中国人民银行:近日,网络流传所谓中国人民银行网站发布“风险提示”的图片,称我行将对全国地区各大银行展开个人储蓄用户排查业务。我行严正声明,此为假冒网页散布谣言,性质恶劣。互联网不是法外之地,人民银行对造谣、传谣行为严厉谴责,并已向公安机关报案,将依法追究相关责任。\n网上谣言截图:","news_type":1},"isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862376027,"gmtCreate":1632840388481,"gmtModify":1632840388648,"author":{"id":"3562717019845457","authorId":"3562717019845457","name":"期权小白sg","avatar":"https://static.tigerbbs.com/b9c5fa138cc07fc83f5b63a16d50b18a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562717019845457","authorIdStr":"3562717019845457"},"themes":[],"htmlText":"只是针对中国吧你这个说法,其他国家都不会停电的。没错,一次停电要恢复大概要一个星期才能恢复正常,最快也要3天。","listText":"只是针对中国吧你这个说法,其他国家都不会停电的。没错,一次停电要恢复大概要一个星期才能恢复正常,最快也要3天。","text":"只是针对中国吧你这个说法,其他国家都不会停电的。没错,一次停电要恢复大概要一个星期才能恢复正常,最快也要3天。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/862376027","repostId":"2170754896","repostType":4,"repost":{"id":"2170754896","pubTimestamp":1632812243,"share":"https://www.laohu8.com/m/news/2170754896?lang=&edition=full","pubTime":"2021-09-28 14:57","market":"us","language":"zh","title":"绝对不是危言耸听!限电对半导体的影响如此之大","url":"https://stock-news.laohu8.com/highlight/detail?id=2170754896","media":"芯谋研究","summary":"企业需要增加风险防控能力","content":"<p>近来多地拉闸断电,很多半导体企业竟然也被无差别地执行拉闸停工。这显然是对“能耗双控”国策,对发展半导体产业的国策的双重误读。这种运动式“减碳”已被政治局会议点名批评,正如人民日报旗下的侠客岛所说,“一刀切”要求企业停产、限产,后患无穷。</p>\n<p>电力短缺叠加能耗大考,地方确实多有难处,但作为半导体产业智库,芯谋研究认为介于半导体产业在经济命脉中所起的核心作用,但凡有一点可能,断电时应该对半导体企业区别对待。</p>\n<p>影响非同小可</p>\n<p>首先,<b>半导体不是想关就关,想开就开的寻常产业。</b></p>\n<p>“卡脖子”一词极为形象地概括了目前半导体于中国生死系之的重要地位,它与人类共同命运攸关的“能耗双控”相比,至少是同等重要的。国家有严格的界定,“能耗双控”的是螺纹钢、黄磷、电解铝、建材、煤电等高耗能低端产业。说实话,很多生产型的半导体项目确实是用电、用水大户,如果不看半导体项目的重要性,关停半导体项目确实挺省电的,但脖子还要不要?</p>\n<p>区区一次半导体企停电停工,后果有这么严重吗?此次关停,确实后果严重。半导体制造与封测企业,产线长年连续运转,设备一年只停一次用来检修维护,这就是所谓的岁休。因为关停一次,对设备的损耗与寿命有重大影响,设备重启先要用试验芯片测试设备稳定性,然后用生产芯片小批量再测试一遍。</p>\n<p>由于产线整体停机,需要对产线上的每台设备都做测试,这是一个大工程,算上准备物料等环节,全厂至少要折腾大半个星期才能重启产线。关机时还会对Wafer造成损害。这些企业宁可人工三班倒,也不敢停机器。所以半导体企业关停一次是很严重的事,绝对没有外界想象得那么简单。</p>\n<p>雪上加霜的是,年底是电子消费品旺季,中国是全球手机制造中心,华为、小米、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>这些企业刚刚发布新品,现在是半导体企业一年中最为繁忙的时候,是足金足赤的金九银十。打个比方来说,现在就是半导体企业的双抢季节。这个时候却把人家电给断了,后果自然严重。</p>\n<p><b>再进一步,由于产能短缺,半导体供应不足已经严重影响经济整体运行。</b>以汽车芯片为例,上游芯片短缺,汽车作为国民经济支柱产业已经严重受到影响,很多大型汽车制造企业已经停产。芯片企业被拉闸停电,整个生产链就更加严峻,其影响一层层向下游传递,在乘数效应下其影响被十倍几十倍地放大。这根本就不是今天关停,明天加班再追回来的概念。</p>\n<p>再反过来说,今年产能短缺,是中国半导体产业几十年一遇的绝好机会,很多进不了供应链的企业,终于有机会进入主流供应链。毫不夸张地说,对很多企业,今年一年抵得上以往十年。损失这种倍增机会,怎么不叫人痛心。</p>\n<p><b>最后,全球疫情肆虐已经两年,全球供应链七零八落,唯有中国在稳定运转,是全世界的定海神针。</b>这是中国制造能力无与伦比的成就,也意味无尽的新增订单正向中国飞来。但就因为有些地方对国家政策的曲解而打破金身,这损失会有多大?</p>\n<p>统筹规划半导体企业耗能</p>\n<p>当下是产业旺季,半导体企业承受着出货压力,在加班加点进行赶工,此时粗暴式的限电会对半导体企业造成非常大的损失。与其他类别企业相比,半导体企业具有特殊性,停工并非简单的停工,所以应该对产业链进行分环节管控,不同的企业采取不同的做法,对能耗进行更精细化管控,而非简单粗暴的“一刀切”。</p>\n<p>产业相关主管部门在能源规划时,应对当地产业链进行充分的调研和整体考量,根据产业链上下游缺料和产能具体情况,排出一个合理的生产顺序,与同级节能主管部门做好统筹衔接,进行整体的考量,通过正面协调,来保障重要产业链的生产。不搞特殊袭击,给予特殊的规模半导体企业一定豁免权。</p>\n<p>对于企业来讲,面对招商引资时,将会重点考虑地区对企业能耗的要求。此前,为了推进地区半导体产业发展,设立“链长制”,用以统筹各地区、各部门对产业链的合作共治。如今地区半导体企业用电都无法得到保障,“链长”体现在哪里?一心要给规模半导体企业搞配套,如果没有电,配套从何谈起?这本身也是压力,是备受考验的时期。企业到地方投资,要通盘考量地方能耗水平,供应链管理能力。</p>\n<p>同时,<b>企业需要增加风险防控能力</b>。当下影响半导体发展的因素纷繁复杂,产能紧张、疫情反复、复杂的国际关系等都会让半导体企业遭受困难。再加之无常的自然环境挑战,企业还要面临突如其来的天灾。此时,企业需要做好风险管理,建立预案,在挑战来临时将损失降到最低。半导体的市场不仅是技术的比拼,也是韧性的对决。</p>\n<p>结语</p>\n<p>如今的国际竞争中,半导体处于重要地位,产能的短缺已经严重影响经济,汽车芯片就是典型例子。拉闸限电毫无疑问会对半导体产业造成一定影响,被限电的企业无疑只能选择配合政策要求。</p>\n<p>给半导体产业减压是我们需要认真思考的问题,面对限电难题,应该全局统筹,给予半导体产业一定豁免权。企业也需要从自身出发,增加风险管控能力。我们坚信,在政府和企业齐心协力共同努力的前提下,中国半导体企业一定更具韧性,中国半导体产业也一定会创造奇迹。</p>","source":"lsy1632811946194","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>绝对不是危言耸听!限电对半导体的影响如此之大</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绝对不是危言耸听!限电对半导体的影响如此之大\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-28 14:57 北京时间 <a href=https://www.huxiu.com/article/459948.html><strong>芯谋研究</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近来多地拉闸断电,很多半导体企业竟然也被无差别地执行拉闸停工。这显然是对“能耗双控”国策,对发展半导体产业的国策的双重误读。这种运动式“减碳”已被政治局会议点名批评,正如人民日报旗下的侠客岛所说,“一刀切”要求企业停产、限产,后患无穷。\n电力短缺叠加能耗大考,地方确实多有难处,但作为半导体产业智库,芯谋研究认为介于半导体产业在经济命脉中所起的核心作用,但凡有一点可能,断电时应该对半导体企业区别对待...</p>\n\n<a href=\"https://www.huxiu.com/article/459948.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/aedb71ee7cc3962bc07bd80f3874226e","relate_stocks":{"688981":"中芯国际"},"source_url":"https://www.huxiu.com/article/459948.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2170754896","content_text":"近来多地拉闸断电,很多半导体企业竟然也被无差别地执行拉闸停工。这显然是对“能耗双控”国策,对发展半导体产业的国策的双重误读。这种运动式“减碳”已被政治局会议点名批评,正如人民日报旗下的侠客岛所说,“一刀切”要求企业停产、限产,后患无穷。\n电力短缺叠加能耗大考,地方确实多有难处,但作为半导体产业智库,芯谋研究认为介于半导体产业在经济命脉中所起的核心作用,但凡有一点可能,断电时应该对半导体企业区别对待。\n影响非同小可\n首先,半导体不是想关就关,想开就开的寻常产业。\n“卡脖子”一词极为形象地概括了目前半导体于中国生死系之的重要地位,它与人类共同命运攸关的“能耗双控”相比,至少是同等重要的。国家有严格的界定,“能耗双控”的是螺纹钢、黄磷、电解铝、建材、煤电等高耗能低端产业。说实话,很多生产型的半导体项目确实是用电、用水大户,如果不看半导体项目的重要性,关停半导体项目确实挺省电的,但脖子还要不要?\n区区一次半导体企停电停工,后果有这么严重吗?此次关停,确实后果严重。半导体制造与封测企业,产线长年连续运转,设备一年只停一次用来检修维护,这就是所谓的岁休。因为关停一次,对设备的损耗与寿命有重大影响,设备重启先要用试验芯片测试设备稳定性,然后用生产芯片小批量再测试一遍。\n由于产线整体停机,需要对产线上的每台设备都做测试,这是一个大工程,算上准备物料等环节,全厂至少要折腾大半个星期才能重启产线。关机时还会对Wafer造成损害。这些企业宁可人工三班倒,也不敢停机器。所以半导体企业关停一次是很严重的事,绝对没有外界想象得那么简单。\n雪上加霜的是,年底是电子消费品旺季,中国是全球手机制造中心,华为、小米、苹果这些企业刚刚发布新品,现在是半导体企业一年中最为繁忙的时候,是足金足赤的金九银十。打个比方来说,现在就是半导体企业的双抢季节。这个时候却把人家电给断了,后果自然严重。\n再进一步,由于产能短缺,半导体供应不足已经严重影响经济整体运行。以汽车芯片为例,上游芯片短缺,汽车作为国民经济支柱产业已经严重受到影响,很多大型汽车制造企业已经停产。芯片企业被拉闸停电,整个生产链就更加严峻,其影响一层层向下游传递,在乘数效应下其影响被十倍几十倍地放大。这根本就不是今天关停,明天加班再追回来的概念。\n再反过来说,今年产能短缺,是中国半导体产业几十年一遇的绝好机会,很多进不了供应链的企业,终于有机会进入主流供应链。毫不夸张地说,对很多企业,今年一年抵得上以往十年。损失这种倍增机会,怎么不叫人痛心。\n最后,全球疫情肆虐已经两年,全球供应链七零八落,唯有中国在稳定运转,是全世界的定海神针。这是中国制造能力无与伦比的成就,也意味无尽的新增订单正向中国飞来。但就因为有些地方对国家政策的曲解而打破金身,这损失会有多大?\n统筹规划半导体企业耗能\n当下是产业旺季,半导体企业承受着出货压力,在加班加点进行赶工,此时粗暴式的限电会对半导体企业造成非常大的损失。与其他类别企业相比,半导体企业具有特殊性,停工并非简单的停工,所以应该对产业链进行分环节管控,不同的企业采取不同的做法,对能耗进行更精细化管控,而非简单粗暴的“一刀切”。\n产业相关主管部门在能源规划时,应对当地产业链进行充分的调研和整体考量,根据产业链上下游缺料和产能具体情况,排出一个合理的生产顺序,与同级节能主管部门做好统筹衔接,进行整体的考量,通过正面协调,来保障重要产业链的生产。不搞特殊袭击,给予特殊的规模半导体企业一定豁免权。\n对于企业来讲,面对招商引资时,将会重点考虑地区对企业能耗的要求。此前,为了推进地区半导体产业发展,设立“链长制”,用以统筹各地区、各部门对产业链的合作共治。如今地区半导体企业用电都无法得到保障,“链长”体现在哪里?一心要给规模半导体企业搞配套,如果没有电,配套从何谈起?这本身也是压力,是备受考验的时期。企业到地方投资,要通盘考量地方能耗水平,供应链管理能力。\n同时,企业需要增加风险防控能力。当下影响半导体发展的因素纷繁复杂,产能紧张、疫情反复、复杂的国际关系等都会让半导体企业遭受困难。再加之无常的自然环境挑战,企业还要面临突如其来的天灾。此时,企业需要做好风险管理,建立预案,在挑战来临时将损失降到最低。半导体的市场不仅是技术的比拼,也是韧性的对决。\n结语\n如今的国际竞争中,半导体处于重要地位,产能的短缺已经严重影响经济,汽车芯片就是典型例子。拉闸限电毫无疑问会对半导体产业造成一定影响,被限电的企业无疑只能选择配合政策要求。\n给半导体产业减压是我们需要认真思考的问题,面对限电难题,应该全局统筹,给予半导体产业一定豁免权。企业也需要从自身出发,增加风险管控能力。我们坚信,在政府和企业齐心协力共同努力的前提下,中国半导体企业一定更具韧性,中国半导体产业也一定会创造奇迹。","news_type":1},"isVote":1,"tweetType":1,"viewCount":277,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":861319343,"gmtCreate":1632455723482,"gmtModify":1632721554421,"author":{"id":"3562717019845457","authorId":"3562717019845457","name":"期权小白sg","avatar":"https://static.tigerbbs.com/b9c5fa138cc07fc83f5b63a16d50b18a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562717019845457","authorIdStr":"3562717019845457"},"themes":[],"htmlText":"看了这个新闻去抄底的人,醒醒,别搞中概了","listText":"看了这个新闻去抄底的人,醒醒,别搞中概了","text":"看了这个新闻去抄底的人,醒醒,别搞中概了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/861319343","repostId":"1133979558","repostType":4,"repost":{"id":"1133979558","pubTimestamp":1632454529,"share":"https://www.laohu8.com/m/news/1133979558?lang=&edition=full","pubTime":"2021-09-24 11:35","market":"hk","language":"zh","title":"机会来了?美团、腾讯、小米等被基金巨头“盯上”","url":"https://stock-news.laohu8.com/highlight/detail?id=1133979558","media":"界面新闻","summary":"公募的密集发车,是否传递了抄底港股正当时的信号?","content":"<div>\n<p>继中秋期间的港股惊魂后,随着A股开盘,恒生指数顽强守住了24000点。大跌之后是否迎来布局良机?\n已经有公募公司选择了“先发车”。新基发行资料显示,继广发、汇添富先后发行了中证沪港深科技龙头之后,天弘基金也准备“抄底港股”。\n9月27日,天弘中证沪港深科技龙头开始认购,认购期截至10月22日,共计26天。该被动指数型基金暂未设立发行规模上限,拟任管理人为陈瑶、胡超。\n中证指数官网显示,中证沪港深...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/zldx/2021-09-24/doc-iktzqtyt7780082.shtml\">Web Link</a>\n\n</div>\n","source":"jm","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>机会来了?美团、腾讯、小米等被基金巨头“盯上”</title>\n<style 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}\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机会来了?美团、腾讯、小米等被基金巨头“盯上”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-24 11:35 北京时间 <a href=https://finance.sina.com.cn/stock/zldx/2021-09-24/doc-iktzqtyt7780082.shtml><strong>界面新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>继中秋期间的港股惊魂后,随着A股开盘,恒生指数顽强守住了24000点。大跌之后是否迎来布局良机?\n已经有公募公司选择了“先发车”。新基发行资料显示,继广发、汇添富先后发行了中证沪港深科技龙头之后,天弘基金也准备“抄底港股”。\n9月27日,天弘中证沪港深科技龙头开始认购,认购期截至10月22日,共计26天。该被动指数型基金暂未设立发行规模上限,拟任管理人为陈瑶、胡超。\n中证指数官网显示,中证沪港深...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/zldx/2021-09-24/doc-iktzqtyt7780082.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/fa518bf68212e271c6e0d7dd54c26b9c","relate_stocks":{"02833":"恒指ETF","HSI":"恒生指数","00700":"腾讯控股","03690":"美团-W"},"source_url":"https://finance.sina.com.cn/stock/zldx/2021-09-24/doc-iktzqtyt7780082.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133979558","content_text":"继中秋期间的港股惊魂后,随着A股开盘,恒生指数顽强守住了24000点。大跌之后是否迎来布局良机?\n已经有公募公司选择了“先发车”。新基发行资料显示,继广发、汇添富先后发行了中证沪港深科技龙头之后,天弘基金也准备“抄底港股”。\n9月27日,天弘中证沪港深科技龙头开始认购,认购期截至10月22日,共计26天。该被动指数型基金暂未设立发行规模上限,拟任管理人为陈瑶、胡超。\n中证指数官网显示,中证沪港深科技龙头发布于2020年7月16日,是从沪港深三地市场选取50只市值较大、市占率较高、研发投入较多的科技领域龙头,作为指数的样本。该指数今年以来收益率为-16.73%。\n在指数权重中,信息技术行业占比为50.49%,医药卫生占比为26.58%,电信业务占比为13.06%,可选消费占比9.22%,金融地产占比为0.65%。\n表:前十大权重股明细来源:中证指数官网\n截至9月21日,该指数前十大权重股中,占比第一的权重股为美团-W、其次为腾讯控股、小米集团-W等。\n美团-W在今年2月初股价曾一举创下460港币的新高,随后一路震荡下跌,截至9月23日,该个股报收230港币,今年以来跌幅为21.72%。\n同样,腾讯控股的股价也从今年2月初的773港币下跌至450港币,今年以来跌幅为20%。\n跌跌不休的沪港深科技龙头指数,已经引来了众多机构的关注。\n日前,广发基金已经围绕该指数成立了三只基金,分别是广发中证沪港深科技龙头ETF、联接基金A/C。其中,广发中证沪港深科技龙头ETF成立于5月20日,首发规模为3.15亿元。另外两只场外联接基金则是发起式基金,成立于8月25日,合计0.15亿元。\n汇添富中证沪港深科技龙头认购期从9月6日至9月17日,目前处于募集结束、等待成立的阶段,暂未公布基金的募集份额。\n公募的密集发车,是否传递了抄底港股正当时的信号?\n融通核心价值基金经理张婷判断,港股市场已经出现了筑底企稳的信号,未来复苏的可能大于继续调整的可能。\n张婷分析,三个指标显示出港股市场来可能会筑底反弹。\n其一,港股盈利预期增速显示出回暖的迹象。受到反垄断政策及“双减文件”的影响,彭博数据显示市场对恒生指数未来12个月的盈利预期增速大幅回调至-14.46%,已触及2008年次贷危机以来的最低值。8月以来盈利预期增速已小幅回升,这显示市场对未来恒生指数成长性信心已有所恢复,香港市场有望回暖;\n其二,剔除新纳入个股的影响,恒生指数市净率一度跌破2003年以来的历史最低值。恒指估值在8月末一度跌至历史最低,已接近破净水平;\n其三,指标显示市场恐慌情绪已有所修复。从历史数据来看,衡量市场恐慌程度的恒指波幅从高位回落,恒生指数通常随之企稳反弹。当前恒指波幅已开始小幅回落,这说明市场对政策不确定性最担忧的时刻可能已经过去。未来随着市场情绪转暖,港股有望筑底反弹。\n而针对近期港股行情,天弘基金消费组组长、天弘港股通精选基金经理刘国江表示,行业监管政策依然是影响港股表现的决定性因素,但我们认为行业监管的总体目标是为了行业更好的发展,因此,我们对长期保持乐观的看法。\n具体到投资应对,刘国江表示,一方面,将投资主动向政策中性和政策友好型的行业靠拢;另一方面,部分受监管的公司随着监管措施逐步明晰,在公司核心竞争力未明显变化,且风险可控的前提下,可能是左侧介入的好时机,这需要对个别公司逐一进行甄别和确认。基于此,我们看好纺织服装上游和品牌公司、食品饮料行业、物业公司、平台公司等。","news_type":1},"isVote":1,"tweetType":1,"viewCount":464,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":884940080,"gmtCreate":1631849943240,"gmtModify":1631886056296,"author":{"id":"3562717019845457","authorId":"3562717019845457","name":"期权小白sg","avatar":"https://static.tigerbbs.com/b9c5fa138cc07fc83f5b63a16d50b18a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562717019845457","authorIdStr":"3562717019845457"},"themes":[],"htmlText":"<a 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","text":"哈哈哈[贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/817738076","repostId":"1190268789","repostType":4,"repost":{"id":"1190268789","pubTimestamp":1630985827,"share":"https://www.laohu8.com/m/news/1190268789?lang=&edition=full","pubTime":"2021-09-07 11:37","market":"us","language":"zh","title":"小i机器人向法院申请禁售iPhone,索赔100亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=1190268789","media":"界面新闻","summary":"上海市高级人民法院已接受小i提出的禁令申请,案件持续审理中。","content":"<div>\n<p>记者 佘晓晨\n近日,小i机器人(上海智臻智能网络科技股份有限公司)向上海市高级人民法院提出行为保全申请(禁令),要求苹果公司立即停止涉及Siri的专利侵权,停止生产、销售、许诺销售、进口、使用,侵犯ZL200410053749.9发明专利的iPhone产品。上海市高级人民法院已于昨日接受小i提出的禁令申请,案件持续审理中。\n此前,中华人民共和国最高人民法院下达(2017)最高法行再34号行政判决书...</p>\n\n<a href=\"https://www.jiemian.com/article/6569388.html\">Web Link</a>\n\n</div>\n","source":"jm","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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小i机器人向法院申请禁售iPhone,索赔100亿元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-07 11:37 北京时间 <a href=https://www.jiemian.com/article/6569388.html><strong>界面新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>记者 佘晓晨\n近日,小i机器人(上海智臻智能网络科技股份有限公司)向上海市高级人民法院提出行为保全申请(禁令),要求苹果公司立即停止涉及Siri的专利侵权,停止生产、销售、许诺销售、进口、使用,侵犯ZL200410053749.9发明专利的iPhone产品。上海市高级人民法院已于昨日接受小i提出的禁令申请,案件持续审理中。\n此前,中华人民共和国最高人民法院下达(2017)最高法行再34号行政判决书...</p>\n\n<a href=\"https://www.jiemian.com/article/6569388.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/275844f4baec1cdf60dd0a969b6b4fc3","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.jiemian.com/article/6569388.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190268789","content_text":"记者 佘晓晨\n近日,小i机器人(上海智臻智能网络科技股份有限公司)向上海市高级人民法院提出行为保全申请(禁令),要求苹果公司立即停止涉及Siri的专利侵权,停止生产、销售、许诺销售、进口、使用,侵犯ZL200410053749.9发明专利的iPhone产品。上海市高级人民法院已于昨日接受小i提出的禁令申请,案件持续审理中。\n此前,中华人民共和国最高人民法院下达(2017)最高法行再34号行政判决书,终审判决苹果电脑贸易(上海)有限公司败诉,确认小i机器人上述专利权的有效性。去年8月,小i机器人向上海市高级人民法院提起诉讼,正式要求苹果公司停止专利侵权,并赔偿人民币100亿元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":815917294,"gmtCreate":1630635228918,"gmtModify":1631885754582,"author":{"id":"3562717019845457","authorId":"3562717019845457","name":"期权小白sg","avatar":"https://static.tigerbbs.com/b9c5fa138cc07fc83f5b63a16d50b18a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562717019845457","authorIdStr":"3562717019845457"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/S68.SI\">$新加坡交易所(S68.SI)$</a>buy the dip","listText":"<a href=\"https://laohu8.com/S/S68.SI\">$新加坡交易所(S68.SI)$</a>buy the dip","text":"$新加坡交易所(S68.SI)$buy the 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$7!!","images":[{"img":"https://static.tigerbbs.com/c304836f04f65ace19b4d9107e14f4db","width":"1080","height":"1138"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/362085957","isVote":1,"tweetType":1,"viewCount":1033,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":311565858,"gmtCreate":1611815572674,"gmtModify":1703754170231,"author":{"id":"3562717019845457","authorId":"3562717019845457","name":"期权小白sg","avatar":"https://static.tigerbbs.com/b9c5fa138cc07fc83f5b63a16d50b18a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562717019845457","authorIdStr":"3562717019845457"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NOK\">$诺基亚(NOK)$</a>如果可以炒到$50,我发誓这辈子只用nokia手机,平板!","listText":"<a 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trip","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/609355630","isVote":1,"tweetType":1,"viewCount":1512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387944268,"gmtCreate":1613715032954,"gmtModify":1631884127173,"author":{"id":"3562717019845457","authorId":"3562717019845457","name":"期权小白sg","avatar":"https://static.tigerbbs.com/b9c5fa138cc07fc83f5b63a16d50b18a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562717019845457","authorIdStr":"3562717019845457"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GEVO\">$Gevo Inc.(GEVO)$</a>今晚回升到$12吧。","listText":"<a href=\"https://laohu8.com/S/GEVO\">$Gevo Inc.(GEVO)$</a>今晚回升到$12吧。","text":"$Gevo Inc.(GEVO)$今晚回升到$12吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/387944268","isVote":1,"tweetType":1,"viewCount":1546,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3464294287504557","authorId":"3464294287504557","name":"老铁来了","avatar":"https://static.tigerbbs.com/d2464e458a80641114f6239a95fd33b5","crmLevel":2,"crmLevelSwitch":0,"idStr":"3464294287504557","authorIdStr":"3464294287504557"},"content":"盘前不可信,没啥量","text":"盘前不可信,没啥量","html":"盘前不可信,没啥量"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":369588887,"gmtCreate":1614058935449,"gmtModify":1631885603432,"author":{"id":"3562717019845457","authorId":"3562717019845457","name":"期权小白sg","avatar":"https://static.tigerbbs.com/b9c5fa138cc07fc83f5b63a16d50b18a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3562717019845457","authorIdStr":"3562717019845457"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/C6L.SI\">$新加坡航空公司(C6L.SI)$</a>Yes lah, strong hold to $7!!! 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