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追夢者
2021-11-11
$美國鋁業(AA)$ 近期都是升到50左右,又跌回46左右,來回幾次,什麼原因呢?
追夢者
2021-11-10
$Roblox Corporation(RBLX)$
太厲害了,放入觀察名單先!
追夢者
2021-11-08
$Lucid Group Inc(LCID)$ 放入觀察名單
追夢者
2021-11-02
股价會否回升呢?
追夢者
2021-11-02
股價會繼續漲不停嗎?
追夢者
2021-10-28
股价会升到那𥚃呢?
追夢者
2021-10-21
[强] [强]
世界首富不想开会,没意见吧?
追夢者
2021-10-12
還有上升空間嗎?
追夢者
2021-10-08
股價會否繼續向上
追夢者
2021-09-06
股價會否有突破嗎?
追夢者
2021-09-05
股價會否繼續發力向上呢?
追夢者
2021-09-03
會否繼續向上走?
追夢者
2021-08-30
是否會衝破?
追夢者
2021-08-20
放入觀察名單
追夢者
2021-08-18
股價還會再跌嗎?
追夢者
2021-08-16
股價會向何方走?
追夢者
2021-08-03
股價能否突破阻力位呢?
追夢者
2021-07-29
股價有沒有動力繼續向上呢?
追夢者
2021-07-23
等待機會,放在觀察名單。
追夢者
2021-07-19
股價能不能夠往上沖呢?
去老虎APP查看更多动态
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[强] ","listText":"[强] [强] ","text":"[强] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/853591053","repostId":"2177453672","repostType":4,"repost":{"id":"2177453672","pubTimestamp":1634822716,"share":"https://www.laohu8.com/m/news/2177453672?lang=&edition=full","pubTime":"2021-10-21 21:25","market":"us","language":"zh","title":"世界首富不想开会,没意见吧?","url":"https://stock-news.laohu8.com/highlight/detail?id=2177453672","media":"虎嗅","summary":"10月21日美股盘后,$特斯拉$发布了Q3财报,意料之中的好。财报显示,Q3特斯拉营收达137.57亿美元,GAAP营业利润为20亿美元,营业利润率达14.6%。因在10月初公布了创纪录的季度交付成绩,华尔街普遍调高了对特斯拉Q3的财务预期。财报发布当日,特斯拉股价微涨0.18%至865.8美元,总市值来到8571.6亿美元。虽未回到历史最高点,但特斯拉高涨的股价和Space X上涨的估值,已将马斯克再次送到世界首富的位置。","content":"<p>10月21日美股盘后,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>发布了Q3财报,意料之中的好。</p>\n<p>财报显示,Q3特斯拉营收达137.57亿美元,GAAP营业利润为20亿美元,营业利润率达14.6%。</p>\n<p>因在10月初公布了创纪录的季度交付成绩,华尔街普遍调高了对特斯拉Q3的财务预期。最终的营收137.57亿美元,略低于华尔街140.05亿美元的预期;每股收益达1.86美元,高于华尔街1.59美元的预期。</p>\n<p><img src=\"https://static.tigerbbs.com/d03bbe8dd8c645233443b78214013007\" tg-width=\"490\" tg-height=\"565\" referrerpolicy=\"no-referrer\"></p>\n<p>需要注意的是,净利润超预期还是在运营支出增加、给CEO支付了1.9亿美元股权激励及比特币减值了5100万美元的情况下达成的。</p>\n<p>在全行业笼罩在供应链危机的背景下,特斯拉的汽车毛利率再创新高,来到30.5%(扣除积分收入后为28.8%)。即使不卖积分,汽车业务依旧非常赚钱。</p>\n<p><img src=\"https://static.tigerbbs.com/944f141058f11ddb1bfcfa9856b5521d\" tg-width=\"496\" tg-height=\"558\" referrerpolicy=\"no-referrer\"></p>\n<p>此外,特斯拉截至到第三季度末的现金和现金等价物减少至161亿美元,主要是公司偿还了15亿美元的债务,目前公司的总债务(不包括车辆和能源产品融资)已经下降到只有21亿美元。</p>\n<p>业绩一片大好的特斯拉,让马斯克当了一回“甩手掌柜”。马斯克履行了在Q2财报电话会上的发言:“如果没有特别重要的事情要宣布,我认为这将是我最后一次参加财报会议”,他果然没有参加Q3的财报电话会。</p>\n<p>财报发布当日,特斯拉股价微涨0.18%至865.8美元,总市值来到8571.6亿美元。虽未回到历史最高点,但特斯拉高涨的股价和Space X上涨的估值,已将马斯克再次送到世界首富的位置。</p>\n<p>世界首富不想开会,没意见吧?</p>\n<p>已具备年产百万辆的能力</p>\n<p>马斯克不来开会的底气,主要还是车卖得好。</p>\n<p>早在10月2日,特斯拉就发布了Q3的全球交付数据。2021年Q3特斯拉全球交付量达24.13万辆,再次打破2021年Q2 20.12万辆的交付记录。</p>\n<p>今年前三季度特斯拉的交付量为62.17万辆,虽然离年交付100万辆还有距离,但在特斯拉看来实现这一目标只是时间问题。特斯拉CFO Zach在财报电话会上表示,特斯拉已经达到了年产100万辆汽车的运行率。</p>\n<p>“过去的 12 个月里,Fremont 工厂生产的汽车比其他任何一年都多,但我们相信还有继续改进的余地。此外,我们继续提升上海工厂产能,并在得州、柏林建设新产能”,特斯拉表示。</p>\n<p>汽车销量上涨为特斯拉带来了高达120.57亿美元的汽车业务收入,环比增长18.13%。</p>\n<p>与销量相比,更离谱的是特斯拉的汽车毛利率已达到30.5%。作为对比,特斯拉今年前三季度的单车利润率分别为24.1%、26.5%、28.4%。</p>\n<p>在实现超30%汽车毛利率的同时,特斯拉的平均售价还下降了6%。因Model S和Model X车型更新,这两款售价更高的车型在Q3交付有所下降,所以拉低了特斯拉Q3车型的平均售价,但这不影响特斯拉的汽车毛利率。</p>\n<p>特斯拉的财报容易让人忘却恐怖的全球汽车供应链危机。</p>\n<p>在电池、芯片等重要零部件涨价、短缺的情况下,特斯拉依旧实现了持续降低成本的目标。“由于我们持续降低成本且降幅大于平均售价降幅,我们实现了营业利润率的历史新高”,特斯拉官方表示。</p>\n<p>这背后隐藏了一个恐怖的事实。在其他车企供应链告急的Q3,特斯拉依托自身的议价能力和供应链掌控力控制住了局面。这让特斯拉的同行情何以堪?</p>\n<p>对于供应链问题,特斯拉的表态有些谨慎。其表示,由于存在半导体短缺、电池涨价等未知因素,短期内的毛利率将遇到下行压力,产能也可能受到影响。</p>\n<p>但特斯拉还是铁了心要降价。在财报中,特斯拉表示对于标准续航车型,特斯拉将在全球市场同步切换至磷酸铁锂电池。“特斯拉未来依然会降低价格和运营成本,这是我们唯一的道路”,Zach说。</p>\n<p>除了汽车业务外,特斯拉也在财报中披露了储能及保险业务的进展。Q3特斯拉储能业务装机量同比增长71%。特斯拉近期宣布建立新的Megapack工厂,目标产能为40GWh,过去一年特斯拉Megapack的装机总量为3GWh。在电化学储能受到多个区域政府的青睐后,这一业务被业内视为新能源行业的又一增长极。</p>\n<p>而在保险业务上,特斯拉没有披露更多新信息,只是为自己打了一波广告:“我们的保险产品能更准确地反映碰撞风险,并主动告知用户需要做哪些驾驶调整”。</p>\n<p>2023年推新车型</p>\n<p>除开Q3业绩回顾,更重要的是特斯拉下一阶段的计划。</p>\n<p>虽然马斯克本人没来,但特斯拉的财报电话会还是公布了诸多新进展。</p>\n<p>首先是4680电池,特斯拉表示目前正在生产更多的电池用于测试,且测试结果符合当前预期。得州超级工厂正在生产与结构电池组架构适配的前后车身铸件。</p>\n<p>在FSD自动驾驶套件的运营上,特斯拉表示在10月已基于“安全评分”系统认证开始向更多车主推出Beta版城市路况FSD。至于FSD套件的订阅价格是否会做出调整,特斯拉并未做出正面回复。</p>\n<p>而在新车型上,特斯拉也表示进展顺利,有可能在2023年正式发布新车型,但现阶段重心还在Model Y和Cybertruck上。</p>\n<p>另一个将对特斯拉全球布局产生影响的德国工厂,按特斯拉的设想将在今年年底生产第一批Model Y车型。</p>\n<p>“特斯拉今年年底会同时在柏林和得州工厂量产车辆,毫无疑问这两家工厂今年都会开始交付量产车。但至于这两家工厂对利润率的影响,由于不可预知因素太多,我们无法给出答案。”Zach说。</p>\n<p>但在有关德国工厂的事宜上,特斯拉也做出风险提示,工厂生产爬坡的速度将受到不同地区区域许可的影响。</p>\n<p>对于未来的增长预期,特斯拉也未改变此前宣布的每年50%的平均增长率目标。为了实现这一目标,特斯拉计划尽可能提升产能。特斯拉表示销量增长的速度主要取决于设备产能、运营效率及供应链能力和稳定性。</p>\n<p>在销量增长方面,特斯拉对获客并不担心。其表示:“电动汽车需求仍处于结构性转变中。我们相信,在路上行驶的特斯拉汽车越多,就有越多的特斯拉车主向世界传递电动汽车的优势。”这句话可以理解为,只要马路上特斯拉的车越来越多,买特斯拉的人就会越来越多,十分自信。</p>\n<p>车越卖越好,新业务进展基本顺利。马斯克不来开会也可以理解。</p>\n<p>而没来开会的马斯克,一个小时前在推特上发了张图片,一个男人搂着床上的女人,看着比特币价格冲上6.9万美元的历史新高点。</p>","source":"highlight_huxiu","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>世界首富不想开会,没意见吧?</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世界首富不想开会,没意见吧?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-21 21:25 北京时间 <a href=https://www.huxiu.com/article/465706.html><strong>虎嗅</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10月21日美股盘后,特斯拉发布了Q3财报,意料之中的好。\n财报显示,Q3特斯拉营收达137.57亿美元,GAAP营业利润为20亿美元,营业利润率达14.6%。\n因在10月初公布了创纪录的季度交付成绩,华尔街普遍调高了对特斯拉Q3的财务预期。最终的营收137.57亿美元,略低于华尔街140.05亿美元的预期;每股收益达1.86美元,高于华尔街1.59美元的预期。\n\n需要注意的是,净利润超预期还是在...</p>\n\n<a href=\"https://www.huxiu.com/article/465706.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/619d9a289e7d1466881660a264cb08a0","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.huxiu.com/article/465706.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2177453672","content_text":"10月21日美股盘后,特斯拉发布了Q3财报,意料之中的好。\n财报显示,Q3特斯拉营收达137.57亿美元,GAAP营业利润为20亿美元,营业利润率达14.6%。\n因在10月初公布了创纪录的季度交付成绩,华尔街普遍调高了对特斯拉Q3的财务预期。最终的营收137.57亿美元,略低于华尔街140.05亿美元的预期;每股收益达1.86美元,高于华尔街1.59美元的预期。\n\n需要注意的是,净利润超预期还是在运营支出增加、给CEO支付了1.9亿美元股权激励及比特币减值了5100万美元的情况下达成的。\n在全行业笼罩在供应链危机的背景下,特斯拉的汽车毛利率再创新高,来到30.5%(扣除积分收入后为28.8%)。即使不卖积分,汽车业务依旧非常赚钱。\n\n此外,特斯拉截至到第三季度末的现金和现金等价物减少至161亿美元,主要是公司偿还了15亿美元的债务,目前公司的总债务(不包括车辆和能源产品融资)已经下降到只有21亿美元。\n业绩一片大好的特斯拉,让马斯克当了一回“甩手掌柜”。马斯克履行了在Q2财报电话会上的发言:“如果没有特别重要的事情要宣布,我认为这将是我最后一次参加财报会议”,他果然没有参加Q3的财报电话会。\n财报发布当日,特斯拉股价微涨0.18%至865.8美元,总市值来到8571.6亿美元。虽未回到历史最高点,但特斯拉高涨的股价和Space X上涨的估值,已将马斯克再次送到世界首富的位置。\n世界首富不想开会,没意见吧?\n已具备年产百万辆的能力\n马斯克不来开会的底气,主要还是车卖得好。\n早在10月2日,特斯拉就发布了Q3的全球交付数据。2021年Q3特斯拉全球交付量达24.13万辆,再次打破2021年Q2 20.12万辆的交付记录。\n今年前三季度特斯拉的交付量为62.17万辆,虽然离年交付100万辆还有距离,但在特斯拉看来实现这一目标只是时间问题。特斯拉CFO Zach在财报电话会上表示,特斯拉已经达到了年产100万辆汽车的运行率。\n“过去的 12 个月里,Fremont 工厂生产的汽车比其他任何一年都多,但我们相信还有继续改进的余地。此外,我们继续提升上海工厂产能,并在得州、柏林建设新产能”,特斯拉表示。\n汽车销量上涨为特斯拉带来了高达120.57亿美元的汽车业务收入,环比增长18.13%。\n与销量相比,更离谱的是特斯拉的汽车毛利率已达到30.5%。作为对比,特斯拉今年前三季度的单车利润率分别为24.1%、26.5%、28.4%。\n在实现超30%汽车毛利率的同时,特斯拉的平均售价还下降了6%。因Model S和Model X车型更新,这两款售价更高的车型在Q3交付有所下降,所以拉低了特斯拉Q3车型的平均售价,但这不影响特斯拉的汽车毛利率。\n特斯拉的财报容易让人忘却恐怖的全球汽车供应链危机。\n在电池、芯片等重要零部件涨价、短缺的情况下,特斯拉依旧实现了持续降低成本的目标。“由于我们持续降低成本且降幅大于平均售价降幅,我们实现了营业利润率的历史新高”,特斯拉官方表示。\n这背后隐藏了一个恐怖的事实。在其他车企供应链告急的Q3,特斯拉依托自身的议价能力和供应链掌控力控制住了局面。这让特斯拉的同行情何以堪?\n对于供应链问题,特斯拉的表态有些谨慎。其表示,由于存在半导体短缺、电池涨价等未知因素,短期内的毛利率将遇到下行压力,产能也可能受到影响。\n但特斯拉还是铁了心要降价。在财报中,特斯拉表示对于标准续航车型,特斯拉将在全球市场同步切换至磷酸铁锂电池。“特斯拉未来依然会降低价格和运营成本,这是我们唯一的道路”,Zach说。\n除了汽车业务外,特斯拉也在财报中披露了储能及保险业务的进展。Q3特斯拉储能业务装机量同比增长71%。特斯拉近期宣布建立新的Megapack工厂,目标产能为40GWh,过去一年特斯拉Megapack的装机总量为3GWh。在电化学储能受到多个区域政府的青睐后,这一业务被业内视为新能源行业的又一增长极。\n而在保险业务上,特斯拉没有披露更多新信息,只是为自己打了一波广告:“我们的保险产品能更准确地反映碰撞风险,并主动告知用户需要做哪些驾驶调整”。\n2023年推新车型\n除开Q3业绩回顾,更重要的是特斯拉下一阶段的计划。\n虽然马斯克本人没来,但特斯拉的财报电话会还是公布了诸多新进展。\n首先是4680电池,特斯拉表示目前正在生产更多的电池用于测试,且测试结果符合当前预期。得州超级工厂正在生产与结构电池组架构适配的前后车身铸件。\n在FSD自动驾驶套件的运营上,特斯拉表示在10月已基于“安全评分”系统认证开始向更多车主推出Beta版城市路况FSD。至于FSD套件的订阅价格是否会做出调整,特斯拉并未做出正面回复。\n而在新车型上,特斯拉也表示进展顺利,有可能在2023年正式发布新车型,但现阶段重心还在Model Y和Cybertruck上。\n另一个将对特斯拉全球布局产生影响的德国工厂,按特斯拉的设想将在今年年底生产第一批Model 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Self-Driving(简称为“FSD”)品牌销售其自动驾驶系统,还向部分客户发布了FSD软件的一个“测试版”,目前售价为1万美元。</p>\n<p>马斯克则在推文中写道:“到目前为止收集到的数据记录显示,(事故发生时)Autopilot功能没有启用,而且这辆车也没有购买FSD。此外,标准的Autopilot需要(相应的)车道线才能开启,而这条街并没有。”</p>\n<p>特斯拉Autopilot和FSD并不能在所有正常的驾驶情况下控制电动汽车,而该公司也在其车主手册中警告称,司机只有在“积极监督”的情况下才能使用这些功能。</p>\n<p>Autopilot现在是特斯拉汽车的标配,但这个系统并不总是可以完美地识别车道标志——举例来说,它可能会将道路或自行车道上的密封裂缝与其他车道标志混淆。另外,这个系统也可能会被司机误用或滥用。最近,一名青少年司机在社交媒体上分享了一段特技视频,展示了他可以在特斯拉Autopilot系统仍在使用的情况下离开司机座位。(星云)</p>","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>马斯克:得州事故涉事Model S并未启用自动驾驶功能</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104200650147992c25a&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/484aba926591d6f061ee29560559dfe8","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202104200650147992c25a&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2128290818","content_text":"腾讯证券4月20日讯,特斯拉(NASDAQ:TSLA)首席执行官埃隆·马斯克(Elon Musk)周一发布推文,否认该公司的自动驾驶系统与得克萨斯州斯普林市(Spring)的一起致命车祸有关。\n受此事故影响,特斯拉股价周一收盘下跌3.4%,报714.63美元,盘中一度跌穿700美元,触及691.80美元的低点,但随后有所回升。\n目前,美国国家公路交通安全局(NHTSA)和美国国家运输安全委员会(NTSB)两家联邦机构已对这起事故发起调查。当地警方在多次媒体采访中表示,根据初步调查,当涉事的一辆2019年款特斯拉Model S偏离道路、撞上一棵树并起火燃烧时,车内显然无人驾驶。\n特斯拉以Autopilot和Full Self-Driving(简称为“FSD”)品牌销售其自动驾驶系统,还向部分客户发布了FSD软件的一个“测试版”,目前售价为1万美元。\n马斯克则在推文中写道:“到目前为止收集到的数据记录显示,(事故发生时)Autopilot功能没有启用,而且这辆车也没有购买FSD。此外,标准的Autopilot需要(相应的)车道线才能开启,而这条街并没有。”\n特斯拉Autopilot和FSD并不能在所有正常的驾驶情况下控制电动汽车,而该公司也在其车主手册中警告称,司机只有在“积极监督”的情况下才能使用这些功能。\nAutopilot现在是特斯拉汽车的标配,但这个系统并不总是可以完美地识别车道标志——举例来说,它可能会将道路或自行车道上的密封裂缝与其他车道标志混淆。另外,这个系统也可能会被司机误用或滥用。最近,一名青少年司机在社交媒体上分享了一段特技视频,展示了他可以在特斯拉Autopilot系统仍在使用的情况下离开司机座位。(星云)","news_type":1},"isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":352598450,"gmtCreate":1616983097770,"gmtModify":1616983097770,"author":{"id":"3568833872128086","authorId":"3568833872128086","name":"追夢者","avatar":"https://static.tigerbbs.com/8a00141eb1d345ad05dbc6bd7c3ad593","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3568833872128086","idStr":"3568833872128086"},"themes":[],"htmlText":"供求失衡,價升是必然之事!","listText":"供求失衡,價升是必然之事!","text":"供求失衡,價升是必然之事!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/352598450","repostId":"1166298383","repostType":4,"repost":{"id":"1166298383","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":1616975276,"share":"https://www.laohu8.com/m/news/1166298383?lang=&edition=full","pubTime":"2021-03-29 07:47","market":"us","language":"zh","title":"市场消息:台积电将逐季上调12英寸晶圆代工价","url":"https://stock-news.laohu8.com/highlight/detail?id=1166298383","media":"老虎资讯综合","summary":"3月29日讯,市场消息:台积电将逐季上调12英寸晶圆代工价。近日市场传出台积电将12英寸晶圆将从今年4月开始调涨价格,每片约涨400美元,且将逐季调涨。台积电得益于其在先进制程技术的领先地位,因此在对","content":"<p>3月29日讯,市场消息:<a href=\"https://laohu8.com/S/TSM\">台积电</a>将逐季上调12英寸晶圆代工价。</p><p>近日市场传出<a href=\"https://laohu8.com/S/TSM\">台积电</a>将12英寸晶圆将从今年4月开始调涨价格,每片约涨400美元,且将逐季调涨。</p><p>台积电得益于其在先进制程技术的领先地位,因此在对客户的报价上具有定价优势。虽然此前台积电已多次对外强调和客户长期合作、不会任意涨价。不过,今年1月已经取消了12吋晶圆代工的折扣,等于是变相涨价了。近期市场再次传出台积电部分客户端分别透露其有可能逐季涨价或是浮动报价等消息。</p><p>对此,台积电表示,“台积公司致力于提供客户价值,不评论价格问题。”</p><p>知名研究机构IC Insights此前发布报告也提到,台积电因为先进制程领先,去年每片晶圆销售均价上升至1,634美元,已是创历史新高,年增逾6%。</p><p>IC Insights指出,台积电、<a href=\"https://laohu8.com/S/UMC\">联电</a>、格芯(Globalfoundries)与<a href=\"https://laohu8.com/S/00981\">中芯国际</a>4家纯晶圆代工厂中,2020年有3家厂商每片晶圆营收较2019年增加,仅格芯每片晶圆营收减少了1%。其中,台积电2020年每片晶圓营收达1634美元,较2019年增加6.79%;<a href=\"https://laohu8.com/S/688981\">中芯国际</a>2020年每片晶圆营收增加约2.39%;联电也增加了约8.87%。</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>市场消息:台积电将逐季上调12英寸晶圆代工价</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.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市场消息:台积电将逐季上调12英寸晶圆代工价\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\">2021-03-29 07:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>3月29日讯,市场消息:<a href=\"https://laohu8.com/S/TSM\">台积电</a>将逐季上调12英寸晶圆代工价。</p><p>近日市场传出<a href=\"https://laohu8.com/S/TSM\">台积电</a>将12英寸晶圆将从今年4月开始调涨价格,每片约涨400美元,且将逐季调涨。</p><p>台积电得益于其在先进制程技术的领先地位,因此在对客户的报价上具有定价优势。虽然此前台积电已多次对外强调和客户长期合作、不会任意涨价。不过,今年1月已经取消了12吋晶圆代工的折扣,等于是变相涨价了。近期市场再次传出台积电部分客户端分别透露其有可能逐季涨价或是浮动报价等消息。</p><p>对此,台积电表示,“台积公司致力于提供客户价值,不评论价格问题。”</p><p>知名研究机构IC Insights此前发布报告也提到,台积电因为先进制程领先,去年每片晶圆销售均价上升至1,634美元,已是创历史新高,年增逾6%。</p><p>IC Insights指出,台积电、<a href=\"https://laohu8.com/S/UMC\">联电</a>、格芯(Globalfoundries)与<a href=\"https://laohu8.com/S/00981\">中芯国际</a>4家纯晶圆代工厂中,2020年有3家厂商每片晶圆营收较2019年增加,仅格芯每片晶圆营收减少了1%。其中,台积电2020年每片晶圓营收达1634美元,较2019年增加6.79%;<a href=\"https://laohu8.com/S/688981\">中芯国际</a>2020年每片晶圆营收增加约2.39%;联电也增加了约8.87%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"TSM":"台积电"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166298383","content_text":"3月29日讯,市场消息:台积电将逐季上调12英寸晶圆代工价。近日市场传出台积电将12英寸晶圆将从今年4月开始调涨价格,每片约涨400美元,且将逐季调涨。台积电得益于其在先进制程技术的领先地位,因此在对客户的报价上具有定价优势。虽然此前台积电已多次对外强调和客户长期合作、不会任意涨价。不过,今年1月已经取消了12吋晶圆代工的折扣,等于是变相涨价了。近期市场再次传出台积电部分客户端分别透露其有可能逐季涨价或是浮动报价等消息。对此,台积电表示,“台积公司致力于提供客户价值,不评论价格问题。”知名研究机构IC Insights此前发布报告也提到,台积电因为先进制程领先,去年每片晶圆销售均价上升至1,634美元,已是创历史新高,年增逾6%。IC 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