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ChingYee
2021-06-28
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阿特斯太阳能(CSIQ.US)控股子公司科创板IPO申请获受理 拟募资40亿元
ChingYee
2021-06-27
Tell me your opinion about this news...
首次代工iPhone!“果链巨头”立讯精密拿下苹果大单,总量达千万台
ChingYee
2021-06-27
[Cool]
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ChingYee
2021-06-27
[Cry]
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ChingYee
2021-06-21
[Cool]
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ChingYee
2021-06-21
[Miser]
抱歉,原内容已删除
ChingYee
2021-06-21
[Look back]
香奈儿推天价苹果耳机保护套:售价19100元,可买9个AirPods Pro
ChingYee
2021-06-21
[NosePick]
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ChingYee
2021-06-20
Good
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ChingYee
2021-06-20
[Sweats]
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ChingYee
2021-06-20
[Wow]
北向资金大调仓!大幅加仓2800亿市值苹果龙头股,减仓这些机构重仓股(附名单)
ChingYee
2021-06-20
太深了[Gosh]
一文读懂UWB超宽带技术
ChingYee
2021-06-19
不知道有没有补贴[Tongue]
停车位“清一色”特斯拉?宁德时代强制员工买电池有问题的车?公司回应:没有的事
ChingYee
2021-06-19
[Look back]
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ChingYee
2021-06-18
新格局[Serious]
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ChingYee
2021-06-17
好事
三菱考虑找台积电代工功率半导体
ChingYee
2021-06-17
[Smug]
抱歉,原内容已删除
ChingYee
2021-06-16
[Doubt]
英国竞争监管机构对苹果和谷歌开展调查
ChingYee
2021-06-16
[Miser] [Miser]
研究机构:特斯拉可能共买入3.7万枚比特币
ChingYee
2021-06-11
[Miser]
台积电考虑在美国开设首家芯片封装厂。 (日经新闻)
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[Miser] ","listText":"[Miser] [Miser] ","text":"[Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/150386495","repostId":"2146838769","repostType":2,"repost":{"id":"2146838769","kind":"news","pubTimestamp":1624880814,"share":"https://www.laohu8.com/m/news/2146838769?lang=&edition=full","pubTime":"2021-06-28 19:46","market":"sh","language":"zh","title":"阿特斯太阳能(CSIQ.US)控股子公司科创板IPO申请获受理 拟募资40亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2146838769","media":"智通财经","summary":"阿特斯太阳能(CSIQ.US)宣布,其控股子公司阿特斯阳光电力集团股份有限公司申请科创板上市已获受理。中金公司为其保荐机构,拟募资人民币40亿元。该公司计划将本次发行募集的资金用于产能配 ...","content":"<html><body><div>\n<p> <a href=\"https://laohu8.com/S/CSIQ\">阿特斯太阳能</a>(CSIQ.US)宣布,其控股子公司阿特斯阳光电力集团股份有限公司申请科创板上市已获受理。<a href=\"https://laohu8.com/S/601995\">中金公司</a>(601995)为其保荐机构,拟募资人民币40亿元。</p><p> 该公司计划将本次发行募集的资金用于产能配套及扩充项目、嘉兴阿特斯光伏技术有限公司研究院建设项目和补充流动资金。</p><p> 在IPO完成后,阿特斯<a href=\"https://laohu8.com/S/000591\">太阳能</a>预计仍持有阿特斯阳光电力约64%的股份。</p>\n<p><strong>关注<a href=\"https://laohu8.com/S/300033\">同花顺</a>财经(ths518),获取更多机会</strong></p>\n<span></span>\n<div><span>责任编辑:sqc</span></div>\n</div></body></html>","source":"tonghuashun","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>阿特斯太阳能(CSIQ.US)控股子公司科创板IPO申请获受理 拟募资40亿元</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阿特斯太阳能(CSIQ.US)控股子公司科创板IPO申请获受理 拟募资40亿元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 19:46 北京时间 <a href=http://stock.10jqka.com.cn/usstock/20210628/c630521514.shtml><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>阿特斯太阳能(CSIQ.US)宣布,其控股子公司阿特斯阳光电力集团股份有限公司申请科创板上市已获受理。中金公司(601995)为其保荐机构,拟募资人民币40亿元。 该公司计划将本次发行募集的资金用于产能配套及扩充项目、嘉兴阿特斯光伏技术有限公司研究院建设项目和补充流动资金。 在IPO完成后,阿特斯太阳能预计仍持有阿特斯阳光电力约64%的股份。\n关注同花顺财经(ths518),获取更多机会\n\n...</p>\n\n<a href=\"http://stock.10jqka.com.cn/usstock/20210628/c630521514.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/e9c35ed98221796867ee3eb028c7fe9e","relate_stocks":{"CSIQ":"阿特斯太阳能"},"source_url":"http://stock.10jqka.com.cn/usstock/20210628/c630521514.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/f0343184bd9b9c963ed02b302442e2b8","article_id":"2146838769","content_text":"阿特斯太阳能(CSIQ.US)宣布,其控股子公司阿特斯阳光电力集团股份有限公司申请科创板上市已获受理。中金公司(601995)为其保荐机构,拟募资人民币40亿元。 该公司计划将本次发行募集的资金用于产能配套及扩充项目、嘉兴阿特斯光伏技术有限公司研究院建设项目和补充流动资金。 在IPO完成后,阿特斯太阳能预计仍持有阿特斯阳光电力约64%的股份。\n关注同花顺财经(ths518),获取更多机会\n\n责任编辑:sqc","news_type":1},"isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124462739,"gmtCreate":1624782176421,"gmtModify":1631887025073,"author":{"id":"3569541446805658","authorId":"3569541446805658","name":"ChingYee","avatar":"https://static.tigerbbs.com/24687680699c2fdc61d34a41fcba1b8e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569541446805658","idStr":"3569541446805658"},"themes":[],"htmlText":"Tell me your opinion about this news...","listText":"Tell me your opinion about this news...","text":"Tell me your opinion about this news...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/124462739","repostId":"2146043360","repostType":2,"repost":{"id":"2146043360","kind":"news","pubTimestamp":1624770991,"share":"https://www.laohu8.com/m/news/2146043360?lang=&edition=full","pubTime":"2021-06-27 13:16","market":"us","language":"zh","title":"首次代工iPhone!“果链巨头”立讯精密拿下苹果大单,总量达千万台","url":"https://stock-news.laohu8.com/highlight/detail?id=2146043360","media":"和讯网","summary":"6月25日有消息称,立讯精密今年将首度拿下iPhone新机组装单,有望在2023年超车和硕,成为iPhone第二大组装厂。目前,iPhone组装订单主要由鸿海、和硕、纬创等三家承包。而2020年iPhone出货约1.95亿部。从以上数据来看,立讯精密2021年代工比重占整体iPhone订单的4%左右。若公司在2022年下半年取得新款iPhone NPI订单,2022年其代工比重或升至12%左右。若立讯精密此次顺利拿下iPhone新机组装单,也意味着其“果链一哥”的地位再次得到巩固。","content":"<html><body><article><p>近期,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>概念股出现异动。</p><p>6月25日有消息称,<a href=\"https://laohu8.com/S/002475\">立讯精密</a>今年将首度拿下iPhone新机组装单,有望在2023年超车和硕,<strong>成为iPhone第二大组装厂</strong>。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13700853772/0\"/><p>受消息影响,25日,立讯精密股价盘中一度<span>拉升</span>逾9%,当日收盘报47.01元/股,涨2.55%,<strong><span>总市值</span>约3307亿元</strong>。</p><p>目前,iPhone组装订单主要由鸿海、和硕、纬创等三家承包。立讯精密此前已是苹果供应链成员,但主要供货电声元件、连接器等零组件。<strong>若今年拿下组装大单,立讯精密将上升为重要组装角色之一。</strong></p><p>稍早前,天风国际发布研报,预计立讯精密的iPhone组装事业将有显著增长,成为最大受益者。</p><p>1</p><p>6月23日,天风国际分析师郭明錤称,展望2021–2023年,认为Apple在智慧型手机品牌中的成长能见度最佳。预期iPhone在2021与2022年将分别<span>出货</span>2.3–2.4亿与2.5–2.6亿部。而2020年iPhone出货约1.95亿部。</p><p>郭明錤表示,在目前iPhone供应链中,立讯精密因2021年开始组装并出货iPhone,故<strong>预期立讯精密的iPhone组装事业在2021–2023年均有显著同比成长,为iPhone成长能见度高之最大受益者。</strong></p><img src=\"http://inews.gtimg.com/newsapp_match/0/13700853773/0\"/><p>郭明錤预计,<strong>立讯精密2021年iPhone出货量约1000万部</strong>,80%–90%为2021新款iPhone Pro。</p><p>若立讯精密能在2022年下半年顺利取得新款iPhone NPI,则立讯精密在2022年的iPhone出货量<strong>将显著增长至3000万部–3500万部</strong>,并在2023年iPhone出货量超越和硕。</p><p>从以上数据来看,立讯精密2021年代工比重占整体iPhone订单的4%左右。若公司在2022年下半年取得新款iPhone NPI订单,2022年其代工比重或升至12%左右。</p><p>2</p><p>国内电子零部件制造龙头立讯精密于2010年上市,产品主要服务于消费电子、通信及数据中心、汽车电子和医疗等领域。</p><p>自上市以来,公司<span>营业收入</span>年复合增长率达50%。2020年立讯精密实现营业收入925.01亿元,同比增长47.96%,归母<span>净利润</span>为72.25亿元,同比增长53.28%。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13700853807/0\"/><p>从营收结构来看,立讯精密<strong>主营产品消费性电子贡献近9成营收</strong>。</p><p>从客户构成来看,<strong>拥有苹果、华为两大客户的立讯精密对大客户依赖程度较高。</strong>2020年立讯精密前五大客户收入为758.79亿元,同比增长57.56%,占总销售额82.3%,创历史新高。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13700853808/0\"/><p>图:立讯精密2020年前5大客户销售情况</p><p><strong>近年来立讯精密在苹果供应链中的地位逐步提升。</strong>2020年以来,立讯精密通过收购纬创资通两家子公司纬创投资(江苏)、纬新资通(昆山),以及投资控股日铠电脑配件有限公司,加快对苹果业务的拓展。</p><p><a href=\"https://laohu8.com/S/601066\">中信建投</a>研报表示,立讯精密目前在苹果体系已具备iPhone(昆山纬新)、Apple Watch、Air pods组装订单。零部件方面,公司连接器、无线充电、天线、声学、马达等均为苹果主力供应商,公司通过收购<a href=\"https://laohu8.com/S/01415\">高伟电子</a>布局光学领域,投资日铠电脑进入金属结构件领域,未来增长空间和利润弹性可观。</p><p>若立讯精密此次顺利拿下iPhone新机组装单,<strong>也意味着其“果链一哥”的地位再次得到巩固。</strong></p><p>IT行业分析师梁振鹏表示,“苹果公司有意扩充自己的供应链中的代工厂家的数量,来减少经营风险。立讯精密之前已经切入了苹果上游一些零部件的供应链,具备为iphone手机代工的能力。尽管这意味着立讯精密对苹果的依赖度逐渐的提高,但是从苹果公司的出货量和营业额来说,企业愿意去冒这个风险。”</p><p>3</p><p>素以投资嗅觉最灵敏著称的北上资金上周大幅净买入立讯精密14.69亿元,<strong>连续第5周净买入,也是本周净买入最多得个股,增持3435万股,总持股量达5.59亿股,创历史新高,持仓市值也首次突破250亿元。</strong></p><img src=\"http://inews.gtimg.com/newsapp_match/0/13700853809/0\"/><p>另外值得注意的是,近7天交易日来看,立讯精密更是位居A股外资净买入第一位,买入金额高达22.37亿元。立讯精密经过近段时间的回调,<strong>或早有外资进场<span>抄底</span>。</strong></p><p>文章综合自:证券之星、证券时报、界面新闻</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>首次代工iPhone!“果链巨头”立讯精密拿下苹果大单,总量达千万台</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{ 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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首次代工iPhone!“果链巨头”立讯精密拿下苹果大单,总量达千万台\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 13:16 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021062713204679cb6e6e&s=b><strong>和讯网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期,苹果概念股出现异动。6月25日有消息称,立讯精密今年将首度拿下iPhone新机组装单,有望在2023年超车和硕,成为iPhone第二大组装厂。受消息影响,25日,立讯精密股价盘中一度拉升逾9%,当日收盘报47.01元/股,涨2.55%,总市值约3307亿元。目前,iPhone组装订单主要由鸿海、和硕、纬创等三家承包。立讯精密此前已是苹果供应链成员,但主要供货电声元件、连接器等零组件。若今年...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021062713204679cb6e6e&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/e64b08e46b6eb1bee9b4fcb8733eb9bd","relate_stocks":{"09086":"华夏纳指-U","03086":"华夏纳指","002475":"立讯精密","AAPL":"苹果"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021062713204679cb6e6e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2146043360","content_text":"近期,苹果概念股出现异动。6月25日有消息称,立讯精密今年将首度拿下iPhone新机组装单,有望在2023年超车和硕,成为iPhone第二大组装厂。受消息影响,25日,立讯精密股价盘中一度拉升逾9%,当日收盘报47.01元/股,涨2.55%,总市值约3307亿元。目前,iPhone组装订单主要由鸿海、和硕、纬创等三家承包。立讯精密此前已是苹果供应链成员,但主要供货电声元件、连接器等零组件。若今年拿下组装大单,立讯精密将上升为重要组装角色之一。稍早前,天风国际发布研报,预计立讯精密的iPhone组装事业将有显著增长,成为最大受益者。16月23日,天风国际分析师郭明錤称,展望2021–2023年,认为Apple在智慧型手机品牌中的成长能见度最佳。预期iPhone在2021与2022年将分别出货2.3–2.4亿与2.5–2.6亿部。而2020年iPhone出货约1.95亿部。郭明錤表示,在目前iPhone供应链中,立讯精密因2021年开始组装并出货iPhone,故预期立讯精密的iPhone组装事业在2021–2023年均有显著同比成长,为iPhone成长能见度高之最大受益者。郭明錤预计,立讯精密2021年iPhone出货量约1000万部,80%–90%为2021新款iPhone Pro。若立讯精密能在2022年下半年顺利取得新款iPhone NPI,则立讯精密在2022年的iPhone出货量将显著增长至3000万部–3500万部,并在2023年iPhone出货量超越和硕。从以上数据来看,立讯精密2021年代工比重占整体iPhone订单的4%左右。若公司在2022年下半年取得新款iPhone NPI订单,2022年其代工比重或升至12%左右。2国内电子零部件制造龙头立讯精密于2010年上市,产品主要服务于消费电子、通信及数据中心、汽车电子和医疗等领域。自上市以来,公司营业收入年复合增长率达50%。2020年立讯精密实现营业收入925.01亿元,同比增长47.96%,归母净利润为72.25亿元,同比增长53.28%。从营收结构来看,立讯精密主营产品消费性电子贡献近9成营收。从客户构成来看,拥有苹果、华为两大客户的立讯精密对大客户依赖程度较高。2020年立讯精密前五大客户收入为758.79亿元,同比增长57.56%,占总销售额82.3%,创历史新高。图:立讯精密2020年前5大客户销售情况近年来立讯精密在苹果供应链中的地位逐步提升。2020年以来,立讯精密通过收购纬创资通两家子公司纬创投资(江苏)、纬新资通(昆山),以及投资控股日铠电脑配件有限公司,加快对苹果业务的拓展。中信建投研报表示,立讯精密目前在苹果体系已具备iPhone(昆山纬新)、Apple Watch、Air pods组装订单。零部件方面,公司连接器、无线充电、天线、声学、马达等均为苹果主力供应商,公司通过收购高伟电子布局光学领域,投资日铠电脑进入金属结构件领域,未来增长空间和利润弹性可观。若立讯精密此次顺利拿下iPhone新机组装单,也意味着其“果链一哥”的地位再次得到巩固。IT行业分析师梁振鹏表示,“苹果公司有意扩充自己的供应链中的代工厂家的数量,来减少经营风险。立讯精密之前已经切入了苹果上游一些零部件的供应链,具备为iphone手机代工的能力。尽管这意味着立讯精密对苹果的依赖度逐渐的提高,但是从苹果公司的出货量和营业额来说,企业愿意去冒这个风险。”3素以投资嗅觉最灵敏著称的北上资金上周大幅净买入立讯精密14.69亿元,连续第5周净买入,也是本周净买入最多得个股,增持3435万股,总持股量达5.59亿股,创历史新高,持仓市值也首次突破250亿元。另外值得注意的是,近7天交易日来看,立讯精密更是位居A股外资净买入第一位,买入金额高达22.37亿元。立讯精密经过近段时间的回调,或早有外资进场抄底。文章综合自:证券之星、证券时报、界面新闻","news_type":1},"isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124462564,"gmtCreate":1624782148658,"gmtModify":1631887025084,"author":{"id":"3569541446805658","authorId":"3569541446805658","name":"ChingYee","avatar":"https://static.tigerbbs.com/24687680699c2fdc61d34a41fcba1b8e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569541446805658","idStr":"3569541446805658"},"themes":[],"htmlText":"[Cool] 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back]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167770899","repostId":"2145038963","repostType":2,"repost":{"id":"2145038963","kind":"news","pubTimestamp":1624280040,"share":"https://www.laohu8.com/m/news/2145038963?lang=&edition=full","pubTime":"2021-06-21 20:54","market":"sh","language":"zh","title":"香奈儿推天价苹果耳机保护套:售价19100元,可买9个AirPods Pro","url":"https://stock-news.laohu8.com/highlight/detail?id=2145038963","media":"界面新闻","summary":"香奈儿推天价苹果耳机保护套:售价19100元,可买9个AirPods Pro图片来源:香奈儿中国官网记者 | 鲁智高近日,香奈儿推出了两款AirPods耳机套项链,分别适用于AirPods和AirPods Pro,目前只有黑白两种颜色,国内官网售价均为19100元。从2016年9月上市后,苹果的AirPods耳机便受到用户追捧。苹果2021年第二财季财报显示,包括AirPods、Apple Watch和HomePod在内的可穿戴设备、家居设备和配件的营收为78.36亿美元,同比增长24.7%。","content":"<div>\n<p>原标题:香奈儿推天价苹果耳机保护套:售价19100元,可买9个AirPods Pro图片来源:香奈儿中国官网记者 | 鲁智高近日,香奈儿推出了两款AirPods耳机套项链,分别适用于AirPods和AirPods Pro,目前只有黑白两种颜色,国内官网售价均为19100元。香奈儿工作人员告诉界面新闻,这两款商品在今年6月份上市,属于香奈儿早秋季节的产品,目前国内可以在北京、广州、哈尔滨和沈阳的线下...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2021-06-21/doc-ikqcfnca2378602.shtml\">Web Link</a>\n\n</div>\n","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>香奈儿推天价苹果耳机保护套:售价19100元,可买9个AirPods Pro</title>\n<style 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Pro,目前只有黑白两种颜色,国内官网售价均为19100元。香奈儿工作人员告诉界面新闻,这两款商品在今年6月份上市,属于香奈儿早秋季节的产品,目前国内可以在北京、广州、哈尔滨和沈阳的线下...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2021-06-21/doc-ikqcfnca2378602.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/d2a986280a0d0ac6d75b62fd1fec8874","relate_stocks":{"03086":"华夏纳指","AAPL":"苹果","09086":"华夏纳指-U"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2021-06-21/doc-ikqcfnca2378602.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145038963","content_text":"原标题:香奈儿推天价苹果耳机保护套:售价19100元,可买9个AirPods Pro图片来源:香奈儿中国官网记者 | 鲁智高近日,香奈儿推出了两款AirPods耳机套项链,分别适用于AirPods和AirPods Pro,目前只有黑白两种颜色,国内官网售价均为19100元。香奈儿工作人员告诉界面新闻,这两款商品在今年6月份上市,属于香奈儿早秋季节的产品,目前国内可以在北京、广州、哈尔滨和沈阳的线下精品店购买,不过库存非常紧张。图片来源:香奈儿中国官网香奈儿中国官网显示,与AirPods相关的产品系列有12个,价格从6200元到19700元不等。香奈儿工作人员表示,他们也曾在不同季节推出过AirPods的保护套,不过因为数量较少,目前暂时没有库存。图片来源:香奈儿中国官网苹果官网显示,AirPods起售价为1246元,AirPods Pro的售价则为1999元。不过目前天猫和京东在售的这两款产品,对应的价格分别可以低到900元和1600元以内。即便按照官网价格计算,一个香奈儿的AirPods耳机套项链,至少也可以买9个苹果AirPods Pro耳机。从2016年9月上市后,苹果的AirPods耳机便受到用户追捧。研究公司Counterpoint Research数据显示,苹果AirPods在2020年的发货量约为7280万部,以31%的份额主导蓝牙无线耳机市场。苹果2021年第二财季财报显示,包括AirPods、Apple Watch和HomePod在内的可穿戴设备、家居设备和配件的营收为78.36亿美元,同比增长24.7%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":295,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167747714,"gmtCreate":1624286405438,"gmtModify":1631887025144,"author":{"id":"3569541446805658","authorId":"3569541446805658","name":"ChingYee","avatar":"https://static.tigerbbs.com/24687680699c2fdc61d34a41fcba1b8e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569541446805658","idStr":"3569541446805658"},"themes":[],"htmlText":"[NosePick] ","listText":"[NosePick] 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","text":"[Wow]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164860431","repostId":"2144701821","repostType":2,"repost":{"id":"2144701821","kind":"news","pubTimestamp":1624179600,"share":"https://www.laohu8.com/m/news/2144701821?lang=&edition=full","pubTime":"2021-06-20 17:00","market":"hk","language":"zh","title":"北向资金大调仓!大幅加仓2800亿市值苹果龙头股,减仓这些机构重仓股(附名单)","url":"https://stock-news.laohu8.com/highlight/detail?id=2144701821","media":"21世纪经济报道","summary":"大幅加仓2800亿市值苹果龙头股,减仓这些机构重仓股(附名单) 来源:中国证券报本周A股市场震荡调整,上证指数、深证成指、创业板指分别累计下跌1.80%、1.47%、1.80%。本周北向资金对747只股票的持股数增加,对904只股票进行了减仓,其中对立讯精密加仓金额最大。本周持仓市值减少额前十个股均被北向资金减仓,对宝钢股份减仓超1000万股。本周北向资金减仓了贵州茅台、中国中免、中国平安等机构重仓股。","content":"<div>\n<p>原标题:北向资金大调仓!大幅加仓2800亿市值苹果龙头股,减仓这些机构重仓股(附名单) 来源:中国证券报本周A股市场震荡调整,上证指数、深证成指、创业板指分别累计下跌1.80%、1.47%、1.80%。Choice数据显示,本周北向资金大幅调仓,累计净流出50.05亿元,结束连续9周的资金净流入,其中沪股通资金净流出89.79亿元,深股通资金净流入39.74亿元。本周北向资金对747只股票的持股数...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-06-20/doc-ikqcfnca2146371.shtml\">Web Link</a>\n\n</div>\n","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>北向资金大调仓!大幅加仓2800亿市值苹果龙头股,减仓这些机构重仓股(附名单)</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北向资金大调仓!大幅加仓2800亿市值苹果龙头股,减仓这些机构重仓股(附名单)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-20 17:00 北京时间 <a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-06-20/doc-ikqcfnca2146371.shtml><strong>21世纪经济报道</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题:北向资金大调仓!大幅加仓2800亿市值苹果龙头股,减仓这些机构重仓股(附名单) 来源:中国证券报本周A股市场震荡调整,上证指数、深证成指、创业板指分别累计下跌1.80%、1.47%、1.80%。Choice数据显示,本周北向资金大幅调仓,累计净流出50.05亿元,结束连续9周的资金净流入,其中沪股通资金净流出89.79亿元,深股通资金净流入39.74亿元。本周北向资金对747只股票的持股数...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-06-20/doc-ikqcfnca2146371.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/15e20574f8fb568333181d61bb200086","relate_stocks":{"09086":"华夏纳指-U","AAPL":"苹果","03086":"华夏纳指"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-06-20/doc-ikqcfnca2146371.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144701821","content_text":"原标题:北向资金大调仓!大幅加仓2800亿市值苹果龙头股,减仓这些机构重仓股(附名单) 来源:中国证券报本周A股市场震荡调整,上证指数、深证成指、创业板指分别累计下跌1.80%、1.47%、1.80%。Choice数据显示,本周北向资金大幅调仓,累计净流出50.05亿元,结束连续9周的资金净流入,其中沪股通资金净流出89.79亿元,深股通资金净流入39.74亿元。本周北向资金对747只股票的持股数增加,对904只股票进行了减仓,其中对立讯精密加仓金额最大。北向资金大调仓对26只股票持股增加超1000万股本周北向资金净流出50.05亿元。具体来看,Choice数据显示,6月15日净流出51.54亿元,6月16日净流出4.05亿元,6月17日净流入15.94亿元,6月18日净流出10.40亿元。从北向资金持股情况来看,Choice数据显示,截至6月18日,北向资金持仓市值为2.55万亿元,本周北向资金持仓市值减少638亿元。本周北向资金对747股的持股数增加,对其中26只股票的持股增加数超过1000万股,持股增加数最多的中国联通增加了6907.13万股,对中国中车、TCL科技持股分别增加6302.30万股、3804.46万股。从成交均价和加仓股数来计算,立讯精密为本周北向资金加仓金额最高的个股,本周立讯精密成交均价为39.15元/股,北向资金加仓2250.19万股,加仓金额超过8亿元,截至目前,立讯精密总市值为2797亿元。从市场表现情况来看,本周北向资金持股增加数居前十的股票跌多涨少,涨幅最大的中国化学上涨11.89%,本周获得北向资金增持3144.94万股;跌幅最大的美年健康下跌15.45%,本周获得北向资金增持2720.55万股。本周北向资金持股增加数前十个股从持有流通股比例情况来看,Choice数据显示,本周北向资金对5股的持有流通股比例增加1个百分点以上,其中对佩蒂股份持有流通股比例增加2.13个百分点,对博雅生物、捷佳伟创持有流通股比例分别增加1.35个百分点、1.10个百分点。此外,本周新纳入为沪股通标的中谷物流、斯达半导均被北向资金显著增持,北向资金对这两只股票的持有流通股比例分别增加1.12个百分点、0.83个百分点。从市场表现上来看,本周北向资金流通股比例增加的前十只股票涨跌参半,口子窖涨幅最大,本周上涨18.60%,美年健康跌幅最大。本周北向资金流通股比例增加前十个股从持仓市值变动情况来看,Choice数据显示,本周北向资金对16只股票的持仓市值增加超过5亿元,对科大讯飞、汇川技术、立讯精密持仓市值增加金额居前,分别增加16亿元、15.97亿元、12.76亿元。本周北向资金持仓市值增加额前十的股票中,北向资金对汇川技术、比亚迪减仓,减仓股数分别为91.37万股、85.94万股,其他8只股票被北向资金加仓,其中对立讯精密、上汽集团持股增加数超1000万股。从市场表现上来看,本周北向资金持仓市值增加额前十的股票均上涨,北方华创涨幅最大,在本周五创下历史新高,周涨幅18.87%。本周北向资金持仓市值增加额前十个股北向资金本周减仓904只股票Choice数据显示,本周北向资金共计减仓904只股票,对其中45只股票的减仓股数超过1000万股。减仓股数最多的京东方A被减仓8238.87万股,农业银行、宝钢股份分别被减仓7339.44万股、6115.32万股。从市场表现上来看,本周北向资金减仓股数前十的个股跌多涨少,涨幅最大的京东方A上涨2.94%,跌幅最大的宝钢股份下跌9.00%。本周北向资金减仓股数前十个股从持仓市值变动情况来看,Choice数据显示,本周北向资金对37只股票的持仓市值减少超过5亿元,贵州茅台、中国中免、中国平安持仓市值减少金额居前,分别减少94.62亿元、45.25亿元、38.84亿元。本周持仓市值减少额前十个股均被北向资金减仓,对宝钢股份减仓超1000万股。本周北向资金减仓了贵州茅台、中国中免、中国平安等机构重仓股。从市场表现上看,本周北向资金持仓市值减少额居前的十只个股均下跌,万华化学跌幅最大,下跌9.23%。本周北向资金持仓市值减少额前十个股(编辑:梁宇芳)","news_type":1},"isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164860616,"gmtCreate":1624192696435,"gmtModify":1631890823546,"author":{"id":"3569541446805658","authorId":"3569541446805658","name":"ChingYee","avatar":"https://static.tigerbbs.com/24687680699c2fdc61d34a41fcba1b8e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569541446805658","idStr":"3569541446805658"},"themes":[],"htmlText":"太深了[Gosh] ","listText":"太深了[Gosh] ","text":"太深了[Gosh]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164860616","repostId":"2144470136","repostType":2,"repost":{"id":"2144470136","kind":"news","pubTimestamp":1624181460,"share":"https://www.laohu8.com/m/news/2144470136?lang=&edition=full","pubTime":"2021-06-20 17:31","market":"us","language":"zh","title":"一文读懂UWB超宽带技术","url":"https://stock-news.laohu8.com/highlight/detail?id=2144470136","media":"cnBeta","summary":"一文读懂UWB超宽带技术 来源:我爱音频网“指哪打哪”,在球场上经常被用来形容一个人的球技好,其实这个词的本义是“对某人言听计从” 。目前已经大规模使用UWB超宽带技术的消费电子品牌并不多,大家最熟悉的一个品牌是苹果。国产手机品牌小米推出了名为“一指连”的UWB连接技术,充分发挥自己智能家居生态的优势,未来将能够与各类智能家居产品联动。小米“一指连”UWB技术功能演示。","content":"<html><body><p>原标题:一文读懂UWB超宽带技术 来源:我爱音频网</p><p>“指哪打哪”,在球场上经常被用来形容一个人的球技好,其实这个词的本义是“对某人言听计从” 。在<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>设备普及、万物互联的时代,人们想也让自己的移动终端拥有这样的精准操控能力,这就需要一项技术的帮助——UWB超宽带。</p><p>目前已经大规模使用UWB超宽带技术的消费电子品牌并不多,大家最熟悉的一个品牌是<a href=\"https://laohu8.com/S/AAPL\">苹果</a>。搭载苹果U1超宽带芯片的iPhone手机之间可以实现快速的文件共享功能,手机靠近内置超宽带芯片的HomePod mini智能音箱即可播放音乐、获得个性化聆听建议;与内置超宽带芯片的AirTag绑定后,iPhone便具备了室内精准定位、追踪物品的能力。</p><p>那么到底什么是UWB超宽带技术、UWB技术的应用场景还有哪些,以及UWB技术的市场有多大,今天我爱音频网就来跟大家详细聊聊。</p><p><font>一、什么是UWB技术?</font></p><p>UWB(Ultra Wide Band)超宽带技术是一种使用1GHz以上频率带宽的无线载波通信技术,它不采用传统通信体制中的正弦载波,而是利用纳秒级的非正弦波窄脉冲传输数据,因此其所占的频谱范围很大,尽管使用无线通信,但其数据传输速率可以达到几百兆比特每秒以上。</p><p>UWB技术具有系统复杂度低,发射信号功率谱密度低,对信道衰落不敏感,截获能力低,定位精度高,穿透能力强等优点,尤其适用于室内等密集多径场所的高速无线接入。</p><p>UWB并非是一项新技术,它最早应用于军用雷达和通信应用中,名称为“脉冲无线电”,自2002年起,美国联邦通信委员会(FCC)授权其未经许可使用,为其划分了3.1~10.6GHz频段,占用500MHz以上的带宽。</p><p><font>与大家熟知的、可以提供定位服务的GNSS、Wi-Fi和低功耗蓝牙三项技术相比,UWB技术的优势如下:</font></p><p>首先,传统的全球导航卫星系统(Global Navigation Satellite System,GNSS),可以提供卫星定位服务,但由于卫星信号会被建筑物遮挡,因此不能实现室内定位。</p><p>Wi-Fi和蓝牙通常是通过接收信号强度的指标 (RSSI) 来确定位置,仅显示“弱”或“强”接收信号的粗略类别,定位精度最高能够达到米级。</p><p>UWB定位有三种技术,分别是TOF(Time of flight)时差法、TDOA(Time Difference of <a href=\"https://laohu8.com/S/ARVL\">Arrival</a>)到达时差和PDOA(Phase Difference Of Arrival)到达角相位差。虽然这仅适用于较短的范围,但可以以小于 50 厘米的精度(在最佳条件和部署下)和极低的延迟来确定信号源的位置。</p><p>通过这张图大家可以更直观地了解到UWB技术与Wi-Fi、蓝牙技术的不同点。简言之,<font>UWB技术的优势在于:</font></p><p>1、定位精度高:带宽很宽,多径分辨能力强,抗干扰,对于距离的分辨能力高于Wi-Fi和蓝牙。</p><p>2、实时定位速度快:UWB的超宽带脉冲信号的带宽在纳秒级,可以实现实时的室内定位,延迟低,可以即刻感知追踪物体的运动状况。</p><p>3、高可靠性和安全性:UWB的发射功率低、信号带宽宽,能够很好地隐蔽在其它类型信号和环境噪声之中,传统的接收机无法识别和接收,必须采用与发射端一致的扩频码脉冲序列才能进行解调。</p><p>当然,UWB、Wi-Fi和蓝牙这三项技术并不是孤立存在的,完全可以同时使用,优势互补,能够给智能手机这样的终端产品带来多种需求的定位和数据传输服务,对于相关的天线和射频设计有较高要求。</p><p><font>二、UWB技术有标准组织吗?</font></p><p>每项无线传输技术通常有一个标准组织负责相关标准的制定和技术认证等,比如蓝牙技术联盟、 Wi-Fi联盟、国际电信联盟等等,在UWB技术领域,目前主要有FIRA联盟和UWBA超宽带联盟两大组织,均成立于2019年。</p><p>FiRa联盟致力于开发和广泛采用可协同操作的超宽带 (UWB) 技术所带来的安全精细测距和定位功能,为用户提供无缝的使用体验。</p><p>FiRa联盟的成员主要开发基于 IEEE 802.15.4 标准的UWB安全精细测距技术的产品,跨各种垂直业务领域开发 UWB 技术的应用场景。FiRa联盟与其他行业组织密切合作,例如 IEEE、Wi-Fi 联盟、汽车连接联盟 (CCC) 等,注重在可用的 6-9 GHz 频段中运行的 UWB 用例。</p><p>FiRa联盟的成员分为赞助会员、贡献者成员、准会员、采用者成员、测试实验室成员、学术和教育成员这几类,很多都是大家耳熟能详的品牌。</p><p>UWB Alliance 超宽带联盟专注于在 802.15.4z 标准下提供有利的监管和频谱管理环境,以最大限度地促进 UWB 市场的增长。超宽带联盟旨在促进各类垂直行业展示 UWB 对物联网和工业 4.0 的价值,在从芯片到服务的整个 UWB 价值链中构建全球生态系统。</p><p>此外,超宽带联盟当前在倡导新的频谱,拟在欧洲将 UWB 扩展到 12.4 GHz 以及新兴的更高频段。</p><p>超宽带联盟目前的成员有以上品牌,同样有很多知名的半导体厂商。</p><p>我爱音频网后续会单独出一篇UWB芯片原厂和方案商汇总的文章,敬请期待。</p><p><font>三、UWB技术有哪些应用场景?</font></p><p>得益于苹果的大力宣传,UWB技术近年来在消费电子领域逐渐被大家熟知,但是其在工业和商业领域的运用已经非常成熟了,是RTLS(Real Time Location Systems)实时定位系统的重要组成,主要利用的就是UWB超宽带技术定位精度高、短距离通信传输速度快、能够快速响应等特点。</p><p>今天跟大家分享的主要是UWB技术目前在消费电子类产品上的应用场景。</p><p>自iPhone 11系列手机以来,苹果已先后在Apple Watch S6、HomePod mini智能音箱、iPhone12 系列手机和Aritag无线追踪器这些产品内,应用了自沿的UWB方案,其控制芯片是苹果U1。</p><p><a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>主要是在手机上导入了UWB方案,具体型号包括Galaxy Note 20 Ultra、 Galaxy Z Fold 2、 S21+和S21 Ultra,同时三星也推出了采用UWB技术的SmartTag+智能追踪器。</p><p>国产手机品牌小米推出了名为“一指连”的UWB连接技术,充分发挥自己智能家居生态的优势,未来将能够与各类智能家居产品联动。此外,OPPO也曾在科技大会上展示了手机与 IoT 设备间的精准定向和精准操控能力。</p><p>苹果起初在iPhone 11系列机型上推出U1芯片,利用UWB技术的高速传输能力,提升了“隔空投送”功能的传输速度,同时利用其精准的定位能力,“隔空投送”会优先与指向的iPhone建立连接。</p><p>使用搭载U1超宽带芯片的iPhone靠近同搭载U1的HomePod mini智能音箱,音箱正在播放的音频会顺畅过渡到 iPhone 上接着听;没有播放音乐时,拿着 iPhone 靠近 HomePod mini,屏幕上会弹出个性化的音乐播放推荐,无需解锁手机。</p><p>AirTag无线追踪器是蓝牙低功耗与UWB超宽带两项技术的结合,凭借超宽带技术,用户可以在手机上看到 AirTag 离得有多远,该朝哪个方向找,便于资产追踪。</p><p>小米“一指连”UWB技术功能演示。手机指向支持UWB技术的电风扇,手机上会弹出一个控制卡片,进而实现对风扇的操控,无需实体遥控器,手机也不用再下载单独的APP。除此以外,小米“一指连”还实现了智能电视投屏、智能门锁靠近即开等操作。</p><p>FiRa联盟官网的这一张图,更加详细地展示了 未来UWB技术会对我们生活产生的影响,包括:数字车钥匙、身份识别、室内导航、线下购物行为分析、展会数据分析、无线支付、VR游戏、手势识别等等。</p><p>前面提到,基于UWB超宽带技术的RTLS实时定位系统目前在工业端已经非常成熟了,主要应用于工业制造(跟踪人员、车辆和设备等)、位置跟踪(特殊建筑物如监狱等特殊场所中的人员/设备/文件定位)、仓储物流(图书馆、电商行业等)、无线测量、智能驾驶(车辆自动出入库),以及增强现实、竞技体育等领域,应用非常广泛。</p><p><font>四、UWB市场有多大?</font></p><p>UWB超宽带技术在工业端已经发展了很多年,有数据表明,未来UWB技术将在室内定位市场中占据30%~40%的市场份额,到2022年其市场规模将有望达到164亿美元,市场前景非常广阔。但这里主要跟大家讨论的是UWB技术在消费端未来的市场能有多大。</p><p>目前UWB超宽带技术要想实现上述功能,最需要依附的主要产品就是智能手机。单以苹果、三星已经支持UWB技术的手机来说,就已带动了UWB芯片千万级的销量。</p><p>国内市场方面,目前已经推出“一指连”技术的小米,其2020年高端手机的销量近1000万台,AIoT生态已经逐渐完善,米家APP月活用户在4500万,其迭代产品都有升级UWB技术的可能;未来还会有OPPO、vivo等手机头部厂商加入进来。</p><p>可以说,中高端手机庞大的出货量,可以持续引领C端UWB市场的发展,进而带动智能手表、智能可穿戴、智能家居等各类UWB设备的出货增长。</p><p>据 ABI Research 预测,支持 UWB 的智能手机出货量将从 2019 年的 4200 万多部增加到 2025 年的近 5.14 亿部。</p><p>不仅如此,专注于工业级解决方案的UWB技术厂商们,在看到消费端市场的巨大发展潜力后,也纷纷入局,比较具有代表性的是清研讯科,他们是FIRa联盟唯一一家具有投票权资格的中国解决方案商,目前已经推出了兼容Android生态的类AirTag硬件产品TicTag,并将为OEM开放硬件平台,提供兼容802.15.4z及FIRa的平台级产品,可以帮助更多消费品牌快速进入这一市场。</p><p>超宽带联盟认为,自 2019 年以来,超宽带一直在扩展为智能手机、可穿戴设备、汽车和工业的主流消费技术,预计到 2025 年每年将推动超过 10 亿台设备的销量。</p><p><font>我爱音频网总结</font></p><p>UWB超宽带不是新技术,其功能以定位为主、通讯为辅,在体量上未能成为像蓝牙、WiFi那样的通用标准有多方面的原因。近年来在苹果的带动下,UWB技术被C端市场和更多消费者所了解,因为在万物互联时代,它的确是让各室内设备间互通互联的一项有效技术,简化了配对的流程,未来仍然有很大的发展空间和市场机会。</p><p>同时我们也看到,要想让移动设备拥有更好的空间感知能力,需要一整个应用生态的支持,目前苹果已经开始搭建,三星、小米、OPPO等品牌也逐步跟进,届时不同厂家的设备能否实现互操作、互兼容可能又是一个新的问题。</p><p>可以预见的是,未来会有更多企业和产品采用UWB技术,不仅仅是智能手机、可穿戴设备、智能家居等小物件,室内空间也需要各种基于位置的 UWB 基础设施。据了解,预计到2022-2024年间,随着IEEE 802.15 4z标准开发完成,UWB传感器和执行器将能够组合成一个无线网络,更积极地应用于大众市场和企业解决方案,为室内定位和短距离通信增添一种新的维度。</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\" 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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一文读懂UWB超宽带技术\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-20 17:31 北京时间 <a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-06-20/doc-ikqcfnca2150805.shtml><strong>cnBeta</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题:一文读懂UWB超宽带技术 来源:我爱音频网“指哪打哪”,在球场上经常被用来形容一个人的球技好,其实这个词的本义是“对某人言听计从” 。在智能设备普及、万物互联的时代,人们想也让自己的移动终端拥有这样的精准操控能力,这就需要一项技术的帮助——UWB超宽带。目前已经大规模使用UWB超宽带技术的消费电子品牌并不多,大家最熟悉的一个品牌是苹果。搭载苹果U1超宽带芯片的iPhone手机之间可以实现...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-06-20/doc-ikqcfnca2150805.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/1c88b81184797cb7fce16c5e5f3756c5","relate_stocks":{"03086":"华夏纳指","AAPL":"苹果","09086":"华夏纳指-U"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-06-20/doc-ikqcfnca2150805.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144470136","content_text":"原标题:一文读懂UWB超宽带技术 来源:我爱音频网“指哪打哪”,在球场上经常被用来形容一个人的球技好,其实这个词的本义是“对某人言听计从” 。在智能设备普及、万物互联的时代,人们想也让自己的移动终端拥有这样的精准操控能力,这就需要一项技术的帮助——UWB超宽带。目前已经大规模使用UWB超宽带技术的消费电子品牌并不多,大家最熟悉的一个品牌是苹果。搭载苹果U1超宽带芯片的iPhone手机之间可以实现快速的文件共享功能,手机靠近内置超宽带芯片的HomePod mini智能音箱即可播放音乐、获得个性化聆听建议;与内置超宽带芯片的AirTag绑定后,iPhone便具备了室内精准定位、追踪物品的能力。那么到底什么是UWB超宽带技术、UWB技术的应用场景还有哪些,以及UWB技术的市场有多大,今天我爱音频网就来跟大家详细聊聊。一、什么是UWB技术?UWB(Ultra Wide Band)超宽带技术是一种使用1GHz以上频率带宽的无线载波通信技术,它不采用传统通信体制中的正弦载波,而是利用纳秒级的非正弦波窄脉冲传输数据,因此其所占的频谱范围很大,尽管使用无线通信,但其数据传输速率可以达到几百兆比特每秒以上。UWB技术具有系统复杂度低,发射信号功率谱密度低,对信道衰落不敏感,截获能力低,定位精度高,穿透能力强等优点,尤其适用于室内等密集多径场所的高速无线接入。UWB并非是一项新技术,它最早应用于军用雷达和通信应用中,名称为“脉冲无线电”,自2002年起,美国联邦通信委员会(FCC)授权其未经许可使用,为其划分了3.1~10.6GHz频段,占用500MHz以上的带宽。与大家熟知的、可以提供定位服务的GNSS、Wi-Fi和低功耗蓝牙三项技术相比,UWB技术的优势如下:首先,传统的全球导航卫星系统(Global Navigation Satellite System,GNSS),可以提供卫星定位服务,但由于卫星信号会被建筑物遮挡,因此不能实现室内定位。Wi-Fi和蓝牙通常是通过接收信号强度的指标 (RSSI) 来确定位置,仅显示“弱”或“强”接收信号的粗略类别,定位精度最高能够达到米级。UWB定位有三种技术,分别是TOF(Time of flight)时差法、TDOA(Time Difference of Arrival)到达时差和PDOA(Phase Difference Of Arrival)到达角相位差。虽然这仅适用于较短的范围,但可以以小于 50 厘米的精度(在最佳条件和部署下)和极低的延迟来确定信号源的位置。通过这张图大家可以更直观地了解到UWB技术与Wi-Fi、蓝牙技术的不同点。简言之,UWB技术的优势在于:1、定位精度高:带宽很宽,多径分辨能力强,抗干扰,对于距离的分辨能力高于Wi-Fi和蓝牙。2、实时定位速度快:UWB的超宽带脉冲信号的带宽在纳秒级,可以实现实时的室内定位,延迟低,可以即刻感知追踪物体的运动状况。3、高可靠性和安全性:UWB的发射功率低、信号带宽宽,能够很好地隐蔽在其它类型信号和环境噪声之中,传统的接收机无法识别和接收,必须采用与发射端一致的扩频码脉冲序列才能进行解调。当然,UWB、Wi-Fi和蓝牙这三项技术并不是孤立存在的,完全可以同时使用,优势互补,能够给智能手机这样的终端产品带来多种需求的定位和数据传输服务,对于相关的天线和射频设计有较高要求。二、UWB技术有标准组织吗?每项无线传输技术通常有一个标准组织负责相关标准的制定和技术认证等,比如蓝牙技术联盟、 Wi-Fi联盟、国际电信联盟等等,在UWB技术领域,目前主要有FIRA联盟和UWBA超宽带联盟两大组织,均成立于2019年。FiRa联盟致力于开发和广泛采用可协同操作的超宽带 (UWB) 技术所带来的安全精细测距和定位功能,为用户提供无缝的使用体验。FiRa联盟的成员主要开发基于 IEEE 802.15.4 标准的UWB安全精细测距技术的产品,跨各种垂直业务领域开发 UWB 技术的应用场景。FiRa联盟与其他行业组织密切合作,例如 IEEE、Wi-Fi 联盟、汽车连接联盟 (CCC) 等,注重在可用的 6-9 GHz 频段中运行的 UWB 用例。FiRa联盟的成员分为赞助会员、贡献者成员、准会员、采用者成员、测试实验室成员、学术和教育成员这几类,很多都是大家耳熟能详的品牌。UWB Alliance 超宽带联盟专注于在 802.15.4z 标准下提供有利的监管和频谱管理环境,以最大限度地促进 UWB 市场的增长。超宽带联盟旨在促进各类垂直行业展示 UWB 对物联网和工业 4.0 的价值,在从芯片到服务的整个 UWB 价值链中构建全球生态系统。此外,超宽带联盟当前在倡导新的频谱,拟在欧洲将 UWB 扩展到 12.4 GHz 以及新兴的更高频段。超宽带联盟目前的成员有以上品牌,同样有很多知名的半导体厂商。我爱音频网后续会单独出一篇UWB芯片原厂和方案商汇总的文章,敬请期待。三、UWB技术有哪些应用场景?得益于苹果的大力宣传,UWB技术近年来在消费电子领域逐渐被大家熟知,但是其在工业和商业领域的运用已经非常成熟了,是RTLS(Real Time Location Systems)实时定位系统的重要组成,主要利用的就是UWB超宽带技术定位精度高、短距离通信传输速度快、能够快速响应等特点。今天跟大家分享的主要是UWB技术目前在消费电子类产品上的应用场景。自iPhone 11系列手机以来,苹果已先后在Apple Watch S6、HomePod mini智能音箱、iPhone12 系列手机和Aritag无线追踪器这些产品内,应用了自沿的UWB方案,其控制芯片是苹果U1。三星主要是在手机上导入了UWB方案,具体型号包括Galaxy Note 20 Ultra、 Galaxy Z Fold 2、 S21+和S21 Ultra,同时三星也推出了采用UWB技术的SmartTag+智能追踪器。国产手机品牌小米推出了名为“一指连”的UWB连接技术,充分发挥自己智能家居生态的优势,未来将能够与各类智能家居产品联动。此外,OPPO也曾在科技大会上展示了手机与 IoT 设备间的精准定向和精准操控能力。苹果起初在iPhone 11系列机型上推出U1芯片,利用UWB技术的高速传输能力,提升了“隔空投送”功能的传输速度,同时利用其精准的定位能力,“隔空投送”会优先与指向的iPhone建立连接。使用搭载U1超宽带芯片的iPhone靠近同搭载U1的HomePod mini智能音箱,音箱正在播放的音频会顺畅过渡到 iPhone 上接着听;没有播放音乐时,拿着 iPhone 靠近 HomePod mini,屏幕上会弹出个性化的音乐播放推荐,无需解锁手机。AirTag无线追踪器是蓝牙低功耗与UWB超宽带两项技术的结合,凭借超宽带技术,用户可以在手机上看到 AirTag 离得有多远,该朝哪个方向找,便于资产追踪。小米“一指连”UWB技术功能演示。手机指向支持UWB技术的电风扇,手机上会弹出一个控制卡片,进而实现对风扇的操控,无需实体遥控器,手机也不用再下载单独的APP。除此以外,小米“一指连”还实现了智能电视投屏、智能门锁靠近即开等操作。FiRa联盟官网的这一张图,更加详细地展示了 未来UWB技术会对我们生活产生的影响,包括:数字车钥匙、身份识别、室内导航、线下购物行为分析、展会数据分析、无线支付、VR游戏、手势识别等等。前面提到,基于UWB超宽带技术的RTLS实时定位系统目前在工业端已经非常成熟了,主要应用于工业制造(跟踪人员、车辆和设备等)、位置跟踪(特殊建筑物如监狱等特殊场所中的人员/设备/文件定位)、仓储物流(图书馆、电商行业等)、无线测量、智能驾驶(车辆自动出入库),以及增强现实、竞技体育等领域,应用非常广泛。四、UWB市场有多大?UWB超宽带技术在工业端已经发展了很多年,有数据表明,未来UWB技术将在室内定位市场中占据30%~40%的市场份额,到2022年其市场规模将有望达到164亿美元,市场前景非常广阔。但这里主要跟大家讨论的是UWB技术在消费端未来的市场能有多大。目前UWB超宽带技术要想实现上述功能,最需要依附的主要产品就是智能手机。单以苹果、三星已经支持UWB技术的手机来说,就已带动了UWB芯片千万级的销量。国内市场方面,目前已经推出“一指连”技术的小米,其2020年高端手机的销量近1000万台,AIoT生态已经逐渐完善,米家APP月活用户在4500万,其迭代产品都有升级UWB技术的可能;未来还会有OPPO、vivo等手机头部厂商加入进来。可以说,中高端手机庞大的出货量,可以持续引领C端UWB市场的发展,进而带动智能手表、智能可穿戴、智能家居等各类UWB设备的出货增长。据 ABI Research 预测,支持 UWB 的智能手机出货量将从 2019 年的 4200 万多部增加到 2025 年的近 5.14 亿部。不仅如此,专注于工业级解决方案的UWB技术厂商们,在看到消费端市场的巨大发展潜力后,也纷纷入局,比较具有代表性的是清研讯科,他们是FIRa联盟唯一一家具有投票权资格的中国解决方案商,目前已经推出了兼容Android生态的类AirTag硬件产品TicTag,并将为OEM开放硬件平台,提供兼容802.15.4z及FIRa的平台级产品,可以帮助更多消费品牌快速进入这一市场。超宽带联盟认为,自 2019 年以来,超宽带一直在扩展为智能手机、可穿戴设备、汽车和工业的主流消费技术,预计到 2025 年每年将推动超过 10 亿台设备的销量。我爱音频网总结UWB超宽带不是新技术,其功能以定位为主、通讯为辅,在体量上未能成为像蓝牙、WiFi那样的通用标准有多方面的原因。近年来在苹果的带动下,UWB技术被C端市场和更多消费者所了解,因为在万物互联时代,它的确是让各室内设备间互通互联的一项有效技术,简化了配对的流程,未来仍然有很大的发展空间和市场机会。同时我们也看到,要想让移动设备拥有更好的空间感知能力,需要一整个应用生态的支持,目前苹果已经开始搭建,三星、小米、OPPO等品牌也逐步跟进,届时不同厂家的设备能否实现互操作、互兼容可能又是一个新的问题。可以预见的是,未来会有更多企业和产品采用UWB技术,不仅仅是智能手机、可穿戴设备、智能家居等小物件,室内空间也需要各种基于位置的 UWB 基础设施。据了解,预计到2022-2024年间,随着IEEE 802.15 4z标准开发完成,UWB传感器和执行器将能够组合成一个无线网络,更积极地应用于大众市场和企业解决方案,为室内定位和短距离通信增添一种新的维度。","news_type":1},"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":165161223,"gmtCreate":1624107136662,"gmtModify":1631890823553,"author":{"id":"3569541446805658","authorId":"3569541446805658","name":"ChingYee","avatar":"https://static.tigerbbs.com/24687680699c2fdc61d34a41fcba1b8e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569541446805658","idStr":"3569541446805658"},"themes":[],"htmlText":"不知道有没有补贴[Tongue] ","listText":"不知道有没有补贴[Tongue] ","text":"不知道有没有补贴[Tongue]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/165161223","repostId":"2144470310","repostType":2,"repost":{"id":"2144470310","kind":"news","pubTimestamp":1624087136,"share":"https://www.laohu8.com/m/news/2144470310?lang=&edition=full","pubTime":"2021-06-19 15:18","market":"us","language":"zh","title":"停车位“清一色”特斯拉?宁德时代强制员工买电池有问题的车?公司回应:没有的事","url":"https://stock-news.laohu8.com/highlight/detail?id=2144470310","media":"每日经济新闻","summary":"所以,特斯拉才退回给宁德时代,而宁德时代没有对外售车的资格,只能采用内部消化的方式。2020年初,宁德时代一纸公告让其于特斯拉的合作关系从幕后走向台前。2021年初,特斯拉推出Model Y,与宁德时代的合作范围有望进一步扩大。值得注意的是,来自特斯拉的订单在宁德时代中占据越来越重要的位置。","content":"<div>\n<p>来源:每日经济新闻近日,有网友爆料称宁德时代强制经理级别员工购买特斯拉Model 3,并放出了几张照片,说目前宁德时代中心科技大楼下已经停满了特斯拉。还有自称员工的网友称宁德时代是为了尽快清掉“电池有问题”的特斯拉库存,才让员工强制购买。图片来源:网传图片6月19日,宁德时代相关工作人员向《每日经济新闻》记者进行了回应。宁德时代回应:没有质量问题,也没有强制购买近日,有网友爆料称宁德时代强制经理...</p>\n\n<a 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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停车位“清一色”特斯拉?宁德时代强制员工买电池有问题的车?公司回应:没有的事\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-19 15:18 北京时间 <a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2021-06-19/doc-ikqciyzk0566233.shtml><strong>每日经济新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源:每日经济新闻近日,有网友爆料称宁德时代强制经理级别员工购买特斯拉Model 3,并放出了几张照片,说目前宁德时代中心科技大楼下已经停满了特斯拉。还有自称员工的网友称宁德时代是为了尽快清掉“电池有问题”的特斯拉库存,才让员工强制购买。图片来源:网传图片6月19日,宁德时代相关工作人员向《每日经济新闻》记者进行了回应。宁德时代回应:没有质量问题,也没有强制购买近日,有网友爆料称宁德时代强制经理...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2021-06-19/doc-ikqciyzk0566233.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/d1f099f6724852eed80c0925003dfca8","relate_stocks":{"300750":"宁德时代","TSLA":"特斯拉"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2021-06-19/doc-ikqciyzk0566233.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144470310","content_text":"来源:每日经济新闻近日,有网友爆料称宁德时代强制经理级别员工购买特斯拉Model 3,并放出了几张照片,说目前宁德时代中心科技大楼下已经停满了特斯拉。还有自称员工的网友称宁德时代是为了尽快清掉“电池有问题”的特斯拉库存,才让员工强制购买。图片来源:网传图片6月19日,宁德时代相关工作人员向《每日经济新闻》记者进行了回应。宁德时代回应:没有质量问题,也没有强制购买近日,有网友爆料称宁德时代强制经理级别员工购买特斯拉Model 3。之后,又有自称是宁德时代的员工的网友称,3月开始公司推出了员工购买特斯拉优惠活动,当时很多公司内部员工都跃跃欲试,以为是公司福利。该网友称宁德时代负责给特斯拉供货的那些员工很清楚,这批车之所以被卖给宁德时代,是因为这个批次的电池有问题。所以,特斯拉才退回给宁德时代,而宁德时代没有对外售车的资格,只能采用内部消化的方式。该网友称,这个消息被透露出去之后,即便有价格优惠,想要购买的员工也打起了退堂鼓,至今宁德时代内还有一些“特斯拉库存车”没有清完。该网友还称,为了尽快清完库存,宁德时代就推出了新的“促销”大法。第一:强制经理级别的员工来购买公司手中的特斯拉Model 3;第二:在地下车库有车位的员工,无论是否是经理级别,若不购买公司手中的Model 3,则需要把车位让出来。图片来源:视觉中国6月19日,宁德时代相关工作人员向《每日经济新闻》记者表示:“没有质量问题,也没有强制购买”。该工作人员称:“关于员工购买特斯拉是公司为推行全面电动化,以优惠价格鼓励员工购买电动车,不限于特斯拉,包括大部分我们供货的品牌,此活动已持续三年了。”特斯拉对宁德时代越来越重要在宁德时代之前,特斯拉一直与松下在电池领域保持合作伙伴关系,2016年特斯拉和松下还共同成立了太阳能电池合资公司。但由于双方产能不协调、公司发展理念不同等外界猜测的种种原因,二者在中国市场的合作关系最终于2019年走向终结。之后,特斯拉便转向了宁德时代。2020年初,宁德时代一纸公告让其于特斯拉的合作关系从幕后走向台前。公告显示,彼时,宁德时代与特斯拉、特斯拉(上海)有限公司签订协议约定,自2020年7月1日至2022年6月30日,宁德时代为特斯拉在上海工厂生产的Model 3供应电池。2021年初,特斯拉推出Model Y,与宁德时代的合作范围有望进一步扩大。此前,宁德时代副总经理、董事会秘书蒋理曾表示,宁德时代与特斯拉的合作不局限于国内。据宁德时代一季报显示,公司期内营收同比增长112.24%;实现归属于上市公司股东的净利润19.54亿元,同比增长163.38%。2020年度财报显示,归母净利润同比增长22.43%;营业收入同比增长9.9%,报告期内锂离子电池销量同比增长14.36%,其中动力电池系统销量同比增长10.43%。公司面向前五大客户的销售金额占当期应收比例为41.08%,公司主要客户为大型境内外车企。值得注意的是,来自特斯拉的订单在宁德时代中占据越来越重要的位置。据世纪证券,按装机口径计算,2020年特斯拉为宁德时代第三大客户,而到2021年第一季度,特斯拉一跃成为最大客户。而在宁德时代2020年年报中,公司面对第三和第四大客户的销售额差距不大,这两家对应的或就是小鹏汽车与特斯拉。据乘联会数据,2020年,中国制造的特斯拉Model 3全年销量为137459辆,是2020年中国新能源汽车销量冠军。除此之外,国产特斯拉还成为了全球市场的重要货源地。2020年底,上海生产的特斯拉MODEL 3抵达欧洲港口。这些车辆今后将在德国、法国、意大利、西班牙、葡萄牙、瑞士等欧洲国家进行销售。今年1-4月,特斯拉在中国市场累计销量达95125辆。今年5月,特斯拉在中国市场的交付量就高达33463辆,环比增长29.5%,如果排除出口的11527辆,那么在华零售量为21936辆。如此不俗的销量,自然也能带动宁德时代的业绩节节上涨。以至于在5月最后一天,宁德时代成为创业板中首家万亿市值个股,登上A股市值排行榜第8把交椅。今年6月,甚至有消息称,宁德时代计划在临港特斯拉工厂以南建立一座超级电池工厂,旨在支撑特斯拉全球的汽车和储能业务电池,对此,宁德时代未予置评。特斯拉未来的目光在四元锂电池?目前,国内主流的车用电池是三元电池和磷酸铁锂电池,根据中汽协的统计数据,2021年1-4月中国车市的三元电池装车量累计19GWh,占总装车量的60%,同比增长173.4%;磷酸铁锂电池装车量累计12.6GWh,占总装车量的39.8%,同比上升455.9%;其他类动力电池占总装车量的约0.2%。而三元锂电池和磷酸铁锂电池恰巧是宁德时代的“强项”,据世纪证券数据,宁德时代在这两个市场里都高居第一名。但将大量产能布局在三元锂和磷酸铁锂上,也给宁德时代的未来带来一丝隐忧。今年6月,据上海证券报,有消息称特斯拉准备在国产Model Y车型中使用LG化学NCMA四元锂电池。该电池含镍量高达90%,钴含量有望大幅下降。受此消息影响,6月7日,宁德时代股价曾大跌5.72%。NCMA电池是指正极采用镍、钴、锰、铝四种金属材料的四元电池,有望将钴含量较传统三元电池降低70%,同时增加镍含量。铝元素的加入可以在高镍的前提下,帮助提高电动汽车的续航里程和稳定性。LG化学的NCMA四元锂电池的容量可以达到50-200KWh,可支持高达400英里(约644 公里)的续航里程,已经接近特斯拉Model 3长续航后轮驱动版的续航里程。“电池代有新品出,各领风骚两三年。”资深汽车行业分析师梅松林分析说,各方对四元锂电池NCMA有很高的期待。一方面,因为第四元素铝以及镍的比例大幅增加,大幅度降低了正极材料钴的比例,有望在当前主流三元电池20%的钴含量水平基础上进行大幅下降,从而实现成本的降低。另一方面,随着印尼镍产能大幅提升,也有望在一、二年内降低镍的成本。双管齐下,市场对动力电池的新增需求有望从当前风头正劲的磷酸铁锂电池转到四元锂电池NCMA。值得注意的是,以三星、LG化学为代表的韩系厂商如今强力复苏,预计2022年左右达到产能巅峰,这给宁德时代接下来的市场拓展埋下了阴影。对此,宁德时代把“注”压到了储能电池上,据宁德时代董事长曾毓群透露,宁德时代正在同步研发固体电池和钠离子电池,将于今年7月份左右发布钠电池,而固态电池由于技术原因“商业化还要相当长时间。”有观点认为,宁德时代发布钠离子电池瞄准的可能正是储能领域的广阔前景。抢下储能市场,意味着宁德时代可获得一片新的利润池。另一方面,如果储能领域全部使用钠离子电池,碳酸锂的需求预期将减少近20%,将极大缓解动力电池领域的原材料供应和价格压力。另外,越来越多的整车厂不希望动力电池领域处于一家独大的位置。毕竟上游电池出现垄断,对下游车厂控制成本很不利。所以各家新能源汽车厂商几乎都会选择扶持第二家电池供应商。譬如特斯拉就把订单交给宁德和松下;再譬如德国宝马,刚刚宣布把订单交给国内的亿纬锂能,在国内安排了除宁德时代外的第二家动力电池供应商。(本文不构成投资建议,据此操作风险自担)编辑|孙志成 杜恒峰","news_type":1},"isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":165161344,"gmtCreate":1624107085588,"gmtModify":1631890823567,"author":{"id":"3569541446805658","authorId":"3569541446805658","name":"ChingYee","avatar":"https://static.tigerbbs.com/24687680699c2fdc61d34a41fcba1b8e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569541446805658","idStr":"3569541446805658"},"themes":[],"htmlText":"[Look back] ","listText":"[Look back] ","text":"[Look 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","text":"新格局[Serious]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166647142","repostId":"2144727876","repostType":2,"isVote":1,"tweetType":1,"viewCount":388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":163758842,"gmtCreate":1623894380286,"gmtModify":1631890823595,"author":{"id":"3569541446805658","authorId":"3569541446805658","name":"ChingYee","avatar":"https://static.tigerbbs.com/24687680699c2fdc61d34a41fcba1b8e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569541446805658","idStr":"3569541446805658"},"themes":[],"htmlText":"好事","listText":"好事","text":"好事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/163758842","repostId":"2144716108","repostType":2,"repost":{"id":"2144716108","kind":"news","pubTimestamp":1623891827,"share":"https://www.laohu8.com/m/news/2144716108?lang=&edition=full","pubTime":"2021-06-17 09:03","market":"us","language":"zh","title":"三菱考虑找台积电代工功率半导体","url":"https://stock-news.laohu8.com/highlight/detail?id=2144716108","media":"半导体行业观察","summary":"全球晶圆代工龙头台湾台积电近来屡屡被日媒报导称计画在日本熊本县兴建半导体工厂,对此日本三菱电机表示,考虑在功率半导体的代工上找台积电合作。日本媒体Sankei Biz 17日报导,三菱电机考虑找台积电合作、代工生产功率半导体。日刊工业新闻5月26日报导,在日本经济产业省主导下,Sony、台积电有可能会合资在日本熊本县兴建半导体工厂。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20210617090558080v235gmvth64h4go\"/><p>来源:内容来自「MoneyDJ」,谢谢。</p><p>全球晶圆代工龙头台湾<a href=\"https://laohu8.com/S/TSM\">台积电</a>近来屡屡被日媒报导称计画在日本熊本县兴建半导体工厂,对此日本三菱电机(Mitsubishi Electric)表示,考虑在功率半导体的代工上找台积电合作。</p><p>日本媒体Sankei Biz 17日报导,三菱电机考虑找台积电合作、代工生产功率半导体。台积电盛传计划在日本熊本县兴建半导体工厂,对此三菱电机社长衫山武史接受「FujiSankei Business i」采访表示,「和该公司(三菱电机)的工厂、研发据点距离很近,在代工上进行合作是十分有可能的」。</p><p>半导体制造工程可大致分为在矽晶圆上形成电路的「前段制程」和进行组装、封测等的「后段制程」,三菱电机在熊本县合志市拥有前段制程主力工厂、在福冈市拥有后段制程主力工厂和研发据点,且因看好功率半导体需求增加,因此三菱电机去年收购夏普位于广岛县福山市的土地和厂房,将作为前段制程生产据点于今秋启用生产。</p><p>报导指出,要提高产能就必须进行巨额投资,因此在前段制程中,三菱电机已将表面加工部分委托给台湾晶圆代工厂进行,因此若台积电真在熊本县兴建工厂的话,三菱电机基于分散风险考量、考虑将前段制程的表面加工生产委托给台积电。</p><p>三菱电机从事功率半导体的研发、制造,因全球减碳动向加快,让作为电动车(EV)核心零件的功率半导体今后需求看增。目前日系厂商在功率半导体市场上拥有一定的存在感,三菱电机、富士电机、东芝等3家厂商合计握有全球2成市占。</p><p><strong>台积电传拟在熊本盖16/28纳米厂</strong></p><p>日经新闻6月10日报导,据多家供应商干部指出,因日本政府向台积电提出要求、希望台积电能在日本生产先进芯片,也让台积电开始进行实际评估,考虑在日本熊本县兴建一座使用12吋硅晶圆的大规模工场,该座工厂也将成为台积电位于日本的首座半导体工厂。</p><p>报导指出,台积电考虑在日本兴建的半导体工厂将导入16纳米或28纳米技术,和现行最先进的5纳米之间虽有差距,不过是活用于汽车、智能手机等众多产品的重要技术。</p><p>日刊工业新闻5月26日报导,在日本经济产业省主导下,Sony、台积电有可能会合资在日本熊本县兴建半导体工厂。经产省将居中协调、和关系人士进行调整,预估将以前段制程为中心、总投资额预估达1兆日圆以上。只是上述建厂计划能否实现要看日本政府能否大幅扩增当前逊于欧美的补助金等援助对策。</p><p>据报导,在上述建厂构想中,Sony、台积电预估会在2021年内设立半导体制造合资公司,将由台积电居主导权、且Sony以外的日本企业也可能会进行部分出资,而计划兴建的前段制程工厂将落脚于Sony位于熊本县菊阳町的影像感测器工厂附近。</p><p>日本市调机构富士经济(Fuji Keizai)6月10日公布调查报告指出,2020年功率半导体市场虽陷入萎缩,不过自2021年以后,因车辆电子化、5G通讯相关投资增加,加上产业领域需求回复,因此预估市场将转趋扩大,预估2030年市场规模将达4兆471亿日圆、将较2020年成长44.3%。</p><p>富士经济表示,自2021年以后,在汽车/电子设备需求加持下,预估碳化矽(SiC)、氮化镓(GaN)等次世代功率半导体市场将以每年近20%的速度呈现增长,2030年市场规模预估为2,490亿日圆、将较2020年跳增3.8倍(成长约380%)。</p><p>其中,因汽车/电子设备需求加持,来自中国大陆、北美、欧洲的需求扬升,预估2030年SiC功率半导体市场规模将扩大至1,859亿日圆、将较2020年跳增2.8倍;GaN功率半导体市场规模预估将扩大至166亿日圆、将较2020年飙增6.5倍;氧化镓功率半导体市场规模预估为465亿日圆。</p><p>*免责声明:本文由作者原创。文章内容系作者个人观点,半导体行业观察转载仅为了传达一种不同的观点,不代表半导体行业观察对该观点赞同或支持,如果有任何异议,欢迎联系半导体行业观察。</p><p><strong>今天是《半导体行业观察》为您分享的第2709内容,欢迎关注。</strong></p><p>推荐阅读</p><p>★SiC的绝佳风口</p><p>★为何要做半导体?美国这份报告说明白了!</p><p>★日本半导体政策必定失败?</p><p>半导体行业观察</p><img src=\"\"/><p>『<strong>半导体第一垂直媒体</strong>』</p><p><strong>实时 专业 原创 深度</strong></p><p><strong>识别二维码</strong>,回复下方关键词,阅读更多</p><p>晶圆|集成电路|设备|汽车芯片|存储|美国|华为|<a href=\"https://laohu8.com/S/AAPL\">苹果</a></p><p>回复<strong>投稿</strong>,看《如何成为“半导体行业观察”的一员 》</p><p>回复<strong>搜索</strong>,还能轻松找到其他你感兴趣的文章!</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210617090600290v235y08kjzy6udj\"/></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>三菱考虑找台积电代工功率半导体</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 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class=\"title\">\n三菱考虑找台积电代工功率半导体\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-17 09:03 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021061709060179c7211b&s=b><strong>半导体行业观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源:内容来自「MoneyDJ」,谢谢。全球晶圆代工龙头台湾台积电近来屡屡被日媒报导称计画在日本熊本县兴建半导体工厂,对此日本三菱电机(Mitsubishi Electric)表示,考虑在功率半导体的代工上找台积电合作。日本媒体Sankei Biz 17日报导,三菱电机考虑找台积电合作、代工生产功率半导体。台积电盛传计划在日本熊本县兴建半导体工厂,对此三菱电机社长衫山武史接受「FujiSankei...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021061709060179c7211b&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/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"03145":"华夏亚洲高息股","EWT":"台湾ETF-iShares MSCI","TSM":"台积电"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021061709060179c7211b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2144716108","content_text":"来源:内容来自「MoneyDJ」,谢谢。全球晶圆代工龙头台湾台积电近来屡屡被日媒报导称计画在日本熊本县兴建半导体工厂,对此日本三菱电机(Mitsubishi Electric)表示,考虑在功率半导体的代工上找台积电合作。日本媒体Sankei Biz 17日报导,三菱电机考虑找台积电合作、代工生产功率半导体。台积电盛传计划在日本熊本县兴建半导体工厂,对此三菱电机社长衫山武史接受「FujiSankei Business i」采访表示,「和该公司(三菱电机)的工厂、研发据点距离很近,在代工上进行合作是十分有可能的」。半导体制造工程可大致分为在矽晶圆上形成电路的「前段制程」和进行组装、封测等的「后段制程」,三菱电机在熊本县合志市拥有前段制程主力工厂、在福冈市拥有后段制程主力工厂和研发据点,且因看好功率半导体需求增加,因此三菱电机去年收购夏普位于广岛县福山市的土地和厂房,将作为前段制程生产据点于今秋启用生产。报导指出,要提高产能就必须进行巨额投资,因此在前段制程中,三菱电机已将表面加工部分委托给台湾晶圆代工厂进行,因此若台积电真在熊本县兴建工厂的话,三菱电机基于分散风险考量、考虑将前段制程的表面加工生产委托给台积电。三菱电机从事功率半导体的研发、制造,因全球减碳动向加快,让作为电动车(EV)核心零件的功率半导体今后需求看增。目前日系厂商在功率半导体市场上拥有一定的存在感,三菱电机、富士电机、东芝等3家厂商合计握有全球2成市占。台积电传拟在熊本盖16/28纳米厂日经新闻6月10日报导,据多家供应商干部指出,因日本政府向台积电提出要求、希望台积电能在日本生产先进芯片,也让台积电开始进行实际评估,考虑在日本熊本县兴建一座使用12吋硅晶圆的大规模工场,该座工厂也将成为台积电位于日本的首座半导体工厂。报导指出,台积电考虑在日本兴建的半导体工厂将导入16纳米或28纳米技术,和现行最先进的5纳米之间虽有差距,不过是活用于汽车、智能手机等众多产品的重要技术。日刊工业新闻5月26日报导,在日本经济产业省主导下,Sony、台积电有可能会合资在日本熊本县兴建半导体工厂。经产省将居中协调、和关系人士进行调整,预估将以前段制程为中心、总投资额预估达1兆日圆以上。只是上述建厂计划能否实现要看日本政府能否大幅扩增当前逊于欧美的补助金等援助对策。据报导,在上述建厂构想中,Sony、台积电预估会在2021年内设立半导体制造合资公司,将由台积电居主导权、且Sony以外的日本企业也可能会进行部分出资,而计划兴建的前段制程工厂将落脚于Sony位于熊本县菊阳町的影像感测器工厂附近。日本市调机构富士经济(Fuji Keizai)6月10日公布调查报告指出,2020年功率半导体市场虽陷入萎缩,不过自2021年以后,因车辆电子化、5G通讯相关投资增加,加上产业领域需求回复,因此预估市场将转趋扩大,预估2030年市场规模将达4兆471亿日圆、将较2020年成长44.3%。富士经济表示,自2021年以后,在汽车/电子设备需求加持下,预估碳化矽(SiC)、氮化镓(GaN)等次世代功率半导体市场将以每年近20%的速度呈现增长,2030年市场规模预估为2,490亿日圆、将较2020年跳增3.8倍(成长约380%)。其中,因汽车/电子设备需求加持,来自中国大陆、北美、欧洲的需求扬升,预估2030年SiC功率半导体市场规模将扩大至1,859亿日圆、将较2020年跳增2.8倍;GaN功率半导体市场规模预估将扩大至166亿日圆、将较2020年飙增6.5倍;氧化镓功率半导体市场规模预估为465亿日圆。*免责声明:本文由作者原创。文章内容系作者个人观点,半导体行业观察转载仅为了传达一种不同的观点,不代表半导体行业观察对该观点赞同或支持,如果有任何异议,欢迎联系半导体行业观察。今天是《半导体行业观察》为您分享的第2709内容,欢迎关注。推荐阅读★SiC的绝佳风口★为何要做半导体?美国这份报告说明白了!★日本半导体政策必定失败?半导体行业观察『半导体第一垂直媒体』实时 专业 原创 深度识别二维码,回复下方关键词,阅读更多晶圆|集成电路|设备|汽车芯片|存储|美国|华为|苹果回复投稿,看《如何成为“半导体行业观察”的一员 》回复搜索,还能轻松找到其他你感兴趣的文章!","news_type":1},"isVote":1,"tweetType":1,"viewCount":314,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":163721318,"gmtCreate":1623894060934,"gmtModify":1631890823607,"author":{"id":"3569541446805658","authorId":"3569541446805658","name":"ChingYee","avatar":"https://static.tigerbbs.com/24687680699c2fdc61d34a41fcba1b8e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569541446805658","idStr":"3569541446805658"},"themes":[],"htmlText":"[Smug] ","listText":"[Smug] ","text":"[Smug]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/163721318","repostId":"2144071671","repostType":2,"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169341038,"gmtCreate":1623818732424,"gmtModify":1631890823621,"author":{"id":"3569541446805658","authorId":"3569541446805658","name":"ChingYee","avatar":"https://static.tigerbbs.com/24687680699c2fdc61d34a41fcba1b8e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569541446805658","idStr":"3569541446805658"},"themes":[],"htmlText":"[Doubt] ","listText":"[Doubt] ","text":"[Doubt]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/169341038","repostId":"2143643147","repostType":2,"repost":{"id":"2143643147","kind":"news","pubTimestamp":1623815352,"share":"https://www.laohu8.com/m/news/2143643147?lang=&edition=full","pubTime":"2021-06-16 11:49","market":"us","language":"zh","title":"英国竞争监管机构对苹果和谷歌开展调查","url":"https://stock-news.laohu8.com/highlight/detail?id=2143643147","media":"威锋网","summary":"英国竞争与市场管理局 对苹果和谷歌的智能手机平台、应用商店以及网络浏览器在移动生态系统中的主导地位开展调查。CMA 表示,消费者可能在广泛的领域遭受损失。CMA 首席执行官 Andrea Coscelli在一份政府声明中表示:“苹果和谷歌控制着人们通过手机下载应用程序或浏览网页的主要网关——无论他们是想购物、玩游戏、收听流媒体音乐还是看电视。”CMA正在寻找由于苹果和谷歌的行为和市场力量而导致创新领域减少的证据。研究结果将在一年内公布。","content":"<html><body><article><p>英国竞争与市场管理局 (CMA)对<a href=\"https://laohu8.com/S/AAPL\">苹果</a>和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>的智能手机平台(iOS 和 Android)、应用商店(App Store 和 Google Play Store)以及网络浏览器(Safari 和 Chrome)在移动生态系统中的主导地位开展调查。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13659359830/0\"/><p>CMA 表示,消费者可能在广泛的领域遭受损失。CMA 首席执行官 Andrea Coscelli在一份政府声明中表示:“苹果和谷歌控制着人们通过手机下载应用程序或浏览网页的主要网关——无论他们是想购物、玩游戏、收听流媒体音乐还是看电视。”“我们正在研究苹果和谷歌的行为是否会给消费者和一些企业带来问题。”</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13659359831/0\"/><p>调查范围将涵盖各种产品、内容和服务(例如音乐、电视和视频)流;健身追踪、购物和银行业务等。</p><p>CMA正在寻找由于苹果和谷歌的行为和市场力量而导致创新领域减少的证据。并且还将调查这些公司的市场力量对其他领域造成的影响。</p><p>研究结果将在一年内公布。</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>英国竞争监管机构对苹果和谷歌开展调查</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英国竞争监管机构对苹果和谷歌开展调查\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 11:49 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021061612362879c6b098&s=b><strong>威锋网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英国竞争与市场管理局 (CMA)对苹果和谷歌的智能手机平台(iOS 和 Android)、应用商店(App Store 和 Google Play Store)以及网络浏览器(Safari 和 Chrome)在移动生态系统中的主导地位开展调查。CMA 表示,消费者可能在广泛的领域遭受损失。CMA 首席执行官 Andrea Coscelli在一份政府声明中表示:“苹果和谷歌控制着人们通过手机下载...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021061612362879c6b098&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/7cb1a202ad9a99e9e2852de348daca32","relate_stocks":{"GOOG":"谷歌","09086":"华夏纳指-U","QNETCN":"纳斯达克中美互联网老虎指数","03086":"华夏纳指","GOOGL":"谷歌A","AAPL":"苹果"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021061612362879c6b098&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2143643147","content_text":"英国竞争与市场管理局 (CMA)对苹果和谷歌的智能手机平台(iOS 和 Android)、应用商店(App Store 和 Google Play Store)以及网络浏览器(Safari 和 Chrome)在移动生态系统中的主导地位开展调查。CMA 表示,消费者可能在广泛的领域遭受损失。CMA 首席执行官 Andrea Coscelli在一份政府声明中表示:“苹果和谷歌控制着人们通过手机下载应用程序或浏览网页的主要网关——无论他们是想购物、玩游戏、收听流媒体音乐还是看电视。”“我们正在研究苹果和谷歌的行为是否会给消费者和一些企业带来问题。”调查范围将涵盖各种产品、内容和服务(例如音乐、电视和视频)流;健身追踪、购物和银行业务等。CMA正在寻找由于苹果和谷歌的行为和市场力量而导致创新领域减少的证据。并且还将调查这些公司的市场力量对其他领域造成的影响。研究结果将在一年内公布。","news_type":1},"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169077230,"gmtCreate":1623810814620,"gmtModify":1631890823636,"author":{"id":"3569541446805658","authorId":"3569541446805658","name":"ChingYee","avatar":"https://static.tigerbbs.com/24687680699c2fdc61d34a41fcba1b8e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569541446805658","idStr":"3569541446805658"},"themes":[],"htmlText":"[Miser] [Miser] ","listText":"[Miser] [Miser] ","text":"[Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/169077230","repostId":"2143664277","repostType":2,"repost":{"id":"2143664277","kind":"news","pubTimestamp":1623805104,"share":"https://www.laohu8.com/m/news/2143664277?lang=&edition=full","pubTime":"2021-06-16 08:58","market":"us","language":"zh","title":"研究机构:特斯拉可能共买入3.7万枚比特币","url":"https://stock-news.laohu8.com/highlight/detail?id=2143664277","media":"太平洋电脑网","summary":"日前,据媒体报道,市场研究机构分析发现,特斯拉可能共买入3.7万枚比特币,而且与当前价格相比,部分买入的比特币仍处于亏损状态。今年2月,特斯拉首次证实其买入了价值15亿美元的比特币,但没有具体说明其持有多少比特币或支付的平均价格。艾夫斯表示,特斯拉可能会在本季度对其持有的比特币计入减值费用。他补充说,该公司可能会在1月份全天买入,目前至少有部分所持比特币处于亏损状态。","content":"<html><body><article><p>你以为<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>是卖车的,可其实是个炒币的。这样的言论,伴随着近日马斯克频繁“带货”比特币,以更高的频率出现在社交平台上。</p><p>6月14日消息,特斯拉CEO埃隆·马斯克(ElonMusk)周日发布推文称,如果能够确认比特币矿工使用了更多可再生能源,特斯拉将恢复使用比特币买车的交易。</p><p>受此影响,截至美国东部时间周日14:10分(北京时间周一2:10分),<strong>比特币价格上涨5.1%至37,360.63美元,较前一个交易日收盘价上涨1,817.87美元。</strong></p><p>而前段时间,马斯克刚刚表示因为比特币能源消耗过大,取消特斯拉支持比特币购车的方式,<strong>但如今又公开表示支持比特币购车,前后反差态度之大,让不少比特币投资者因为爆仓而感到无比郁闷。</strong></p><p>那么,特斯拉到底购入了多少比特币呢?也有市场研究机构对此进行了分析调研。</p><p>日前,据媒体报道,市场研究机构分析发现,<strong>特斯拉可能共买入3.7万枚比特币,而且与当前价格相比,部分买入的比特币仍处于亏损状态。</strong></p><p>今年2月,特斯拉首次证实其买入了价值15亿美元的比特币,但没有具体说明其持有多少比特币或支付的平均价格。韦德布什证券公司分析师丹?艾夫斯(DanIves)表示,特斯拉可能会在本季度对其持有的比特币计入减值费用。</p><p>他补充说,该公司可能会在1月份全天买入,目前至少有部分所持比特币处于亏损状态。</p><p>他说:“如果比特币价格低于3万美元,或者在第二季度末处于3万美元的低位,减值幅度肯定很大。届时,比特币投资将成为顺风变为逆风因素。”</p><p>美国当地时间周日,特斯拉CEO埃隆?马斯克(ElonMusk)发布推文称,如果能够确认比特币矿工使用了更多可再生能源,特斯拉将恢复使用比特币买车的交易。<strong>另外,他还表示,特斯拉只出售了大约10%的比特币持有量,以确认比特币可以在不影响市场的情况下轻松结算。</strong></p><img src=\"http://inews.gtimg.com/newsapp_match/0/13524195933/0\"/><p>【来源:快科技】【作者:若风】</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>研究机构:特斯拉可能共买入3.7万枚比特币</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n研究机构:特斯拉可能共买入3.7万枚比特币\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 08:58 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202106160918317c14c97f&s=b><strong>太平洋电脑网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>你以为特斯拉是卖车的,可其实是个炒币的。这样的言论,伴随着近日马斯克频繁“带货”比特币,以更高的频率出现在社交平台上。6月14日消息,特斯拉CEO埃隆·马斯克(ElonMusk)周日发布推文称,如果能够确认比特币矿工使用了更多可再生能源,特斯拉将恢复使用比特币买车的交易。受此影响,截至美国东部时间周日14:10分(北京时间周一2:10分),比特币价格上涨5.1%至37,360.63美元,较前一个...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202106160918317c14c97f&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/7c37e2b050b955b1a34b617021b1fb43","relate_stocks":{"EBON":"亿邦国际","CAN":"嘉楠科技","TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202106160918317c14c97f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2143664277","content_text":"你以为特斯拉是卖车的,可其实是个炒币的。这样的言论,伴随着近日马斯克频繁“带货”比特币,以更高的频率出现在社交平台上。6月14日消息,特斯拉CEO埃隆·马斯克(ElonMusk)周日发布推文称,如果能够确认比特币矿工使用了更多可再生能源,特斯拉将恢复使用比特币买车的交易。受此影响,截至美国东部时间周日14:10分(北京时间周一2:10分),比特币价格上涨5.1%至37,360.63美元,较前一个交易日收盘价上涨1,817.87美元。而前段时间,马斯克刚刚表示因为比特币能源消耗过大,取消特斯拉支持比特币购车的方式,但如今又公开表示支持比特币购车,前后反差态度之大,让不少比特币投资者因为爆仓而感到无比郁闷。那么,特斯拉到底购入了多少比特币呢?也有市场研究机构对此进行了分析调研。日前,据媒体报道,市场研究机构分析发现,特斯拉可能共买入3.7万枚比特币,而且与当前价格相比,部分买入的比特币仍处于亏损状态。今年2月,特斯拉首次证实其买入了价值15亿美元的比特币,但没有具体说明其持有多少比特币或支付的平均价格。韦德布什证券公司分析师丹?艾夫斯(DanIves)表示,特斯拉可能会在本季度对其持有的比特币计入减值费用。他补充说,该公司可能会在1月份全天买入,目前至少有部分所持比特币处于亏损状态。他说:“如果比特币价格低于3万美元,或者在第二季度末处于3万美元的低位,减值幅度肯定很大。届时,比特币投资将成为顺风变为逆风因素。”美国当地时间周日,特斯拉CEO埃隆?马斯克(ElonMusk)发布推文称,如果能够确认比特币矿工使用了更多可再生能源,特斯拉将恢复使用比特币买车的交易。另外,他还表示,特斯拉只出售了大约10%的比特币持有量,以确认比特币可以在不影响市场的情况下轻松结算。【来源:快科技】【作者:若风】","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188908672,"gmtCreate":1623418603496,"gmtModify":1631890823645,"author":{"id":"3569541446805658","authorId":"3569541446805658","name":"ChingYee","avatar":"https://static.tigerbbs.com/24687680699c2fdc61d34a41fcba1b8e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569541446805658","idStr":"3569541446805658"},"themes":[],"htmlText":"[Miser] 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href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/7x24/2021-06-11/doc-ikqciyzi9126555.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":{"159813":"芯片","03145":"华夏亚洲高息股","TSM":"台积电","EWT":"台湾ETF-iShares MSCI"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/7x24/2021-06-11/doc-ikqciyzi9126555.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142203349","content_text":"台积电考虑在美国开设首家芯片封装厂。 (日经新闻)","news_type":1},"isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":169077230,"gmtCreate":1623810814620,"gmtModify":1631890823636,"author":{"id":"3569541446805658","authorId":"3569541446805658","name":"ChingYee","avatar":"https://static.tigerbbs.com/24687680699c2fdc61d34a41fcba1b8e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569541446805658","authorIdStr":"3569541446805658"},"themes":[],"htmlText":"[Miser] [Miser] ","listText":"[Miser] [Miser] ","text":"[Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/169077230","repostId":"2143664277","repostType":2,"repost":{"id":"2143664277","kind":"news","pubTimestamp":1623805104,"share":"https://www.laohu8.com/m/news/2143664277?lang=&edition=full","pubTime":"2021-06-16 08:58","market":"us","language":"zh","title":"研究机构:特斯拉可能共买入3.7万枚比特币","url":"https://stock-news.laohu8.com/highlight/detail?id=2143664277","media":"太平洋电脑网","summary":"日前,据媒体报道,市场研究机构分析发现,特斯拉可能共买入3.7万枚比特币,而且与当前价格相比,部分买入的比特币仍处于亏损状态。今年2月,特斯拉首次证实其买入了价值15亿美元的比特币,但没有具体说明其持有多少比特币或支付的平均价格。艾夫斯表示,特斯拉可能会在本季度对其持有的比特币计入减值费用。他补充说,该公司可能会在1月份全天买入,目前至少有部分所持比特币处于亏损状态。","content":"<html><body><article><p>你以为<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>是卖车的,可其实是个炒币的。这样的言论,伴随着近日马斯克频繁“带货”比特币,以更高的频率出现在社交平台上。</p><p>6月14日消息,特斯拉CEO埃隆·马斯克(ElonMusk)周日发布推文称,如果能够确认比特币矿工使用了更多可再生能源,特斯拉将恢复使用比特币买车的交易。</p><p>受此影响,截至美国东部时间周日14:10分(北京时间周一2:10分),<strong>比特币价格上涨5.1%至37,360.63美元,较前一个交易日收盘价上涨1,817.87美元。</strong></p><p>而前段时间,马斯克刚刚表示因为比特币能源消耗过大,取消特斯拉支持比特币购车的方式,<strong>但如今又公开表示支持比特币购车,前后反差态度之大,让不少比特币投资者因为爆仓而感到无比郁闷。</strong></p><p>那么,特斯拉到底购入了多少比特币呢?也有市场研究机构对此进行了分析调研。</p><p>日前,据媒体报道,市场研究机构分析发现,<strong>特斯拉可能共买入3.7万枚比特币,而且与当前价格相比,部分买入的比特币仍处于亏损状态。</strong></p><p>今年2月,特斯拉首次证实其买入了价值15亿美元的比特币,但没有具体说明其持有多少比特币或支付的平均价格。韦德布什证券公司分析师丹?艾夫斯(DanIves)表示,特斯拉可能会在本季度对其持有的比特币计入减值费用。</p><p>他补充说,该公司可能会在1月份全天买入,目前至少有部分所持比特币处于亏损状态。</p><p>他说:“如果比特币价格低于3万美元,或者在第二季度末处于3万美元的低位,减值幅度肯定很大。届时,比特币投资将成为顺风变为逆风因素。”</p><p>美国当地时间周日,特斯拉CEO埃隆?马斯克(ElonMusk)发布推文称,如果能够确认比特币矿工使用了更多可再生能源,特斯拉将恢复使用比特币买车的交易。<strong>另外,他还表示,特斯拉只出售了大约10%的比特币持有量,以确认比特币可以在不影响市场的情况下轻松结算。</strong></p><img src=\"http://inews.gtimg.com/newsapp_match/0/13524195933/0\"/><p>【来源:快科技】【作者:若风】</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>研究机构:特斯拉可能共买入3.7万枚比特币</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{ 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}\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研究机构:特斯拉可能共买入3.7万枚比特币\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 08:58 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202106160918317c14c97f&s=b><strong>太平洋电脑网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>你以为特斯拉是卖车的,可其实是个炒币的。这样的言论,伴随着近日马斯克频繁“带货”比特币,以更高的频率出现在社交平台上。6月14日消息,特斯拉CEO埃隆·马斯克(ElonMusk)周日发布推文称,如果能够确认比特币矿工使用了更多可再生能源,特斯拉将恢复使用比特币买车的交易。受此影响,截至美国东部时间周日14:10分(北京时间周一2:10分),比特币价格上涨5.1%至37,360.63美元,较前一个...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202106160918317c14c97f&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/7c37e2b050b955b1a34b617021b1fb43","relate_stocks":{"EBON":"亿邦国际","CAN":"嘉楠科技","TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202106160918317c14c97f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2143664277","content_text":"你以为特斯拉是卖车的,可其实是个炒币的。这样的言论,伴随着近日马斯克频繁“带货”比特币,以更高的频率出现在社交平台上。6月14日消息,特斯拉CEO埃隆·马斯克(ElonMusk)周日发布推文称,如果能够确认比特币矿工使用了更多可再生能源,特斯拉将恢复使用比特币买车的交易。受此影响,截至美国东部时间周日14:10分(北京时间周一2:10分),比特币价格上涨5.1%至37,360.63美元,较前一个交易日收盘价上涨1,817.87美元。而前段时间,马斯克刚刚表示因为比特币能源消耗过大,取消特斯拉支持比特币购车的方式,但如今又公开表示支持比特币购车,前后反差态度之大,让不少比特币投资者因为爆仓而感到无比郁闷。那么,特斯拉到底购入了多少比特币呢?也有市场研究机构对此进行了分析调研。日前,据媒体报道,市场研究机构分析发现,特斯拉可能共买入3.7万枚比特币,而且与当前价格相比,部分买入的比特币仍处于亏损状态。今年2月,特斯拉首次证实其买入了价值15亿美元的比特币,但没有具体说明其持有多少比特币或支付的平均价格。韦德布什证券公司分析师丹?艾夫斯(DanIves)表示,特斯拉可能会在本季度对其持有的比特币计入减值费用。他补充说,该公司可能会在1月份全天买入,目前至少有部分所持比特币处于亏损状态。他说:“如果比特币价格低于3万美元,或者在第二季度末处于3万美元的低位,减值幅度肯定很大。届时,比特币投资将成为顺风变为逆风因素。”美国当地时间周日,特斯拉CEO埃隆?马斯克(ElonMusk)发布推文称,如果能够确认比特币矿工使用了更多可再生能源,特斯拉将恢复使用比特币买车的交易。另外,他还表示,特斯拉只出售了大约10%的比特币持有量,以确认比特币可以在不影响市场的情况下轻松结算。【来源:快科技】【作者:若风】","news_type":1},"isVote":1,"tweetType":1,"viewCount":51,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163721318,"gmtCreate":1623894060934,"gmtModify":1631890823607,"author":{"id":"3569541446805658","authorId":"3569541446805658","name":"ChingYee","avatar":"https://static.tigerbbs.com/24687680699c2fdc61d34a41fcba1b8e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569541446805658","authorIdStr":"3569541446805658"},"themes":[],"htmlText":"[Smug] ","listText":"[Smug] ","text":"[Smug]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/163721318","repostId":"2144071671","repostType":2,"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167747714,"gmtCreate":1624286405438,"gmtModify":1631887025144,"author":{"id":"3569541446805658","authorId":"3569541446805658","name":"ChingYee","avatar":"https://static.tigerbbs.com/24687680699c2fdc61d34a41fcba1b8e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569541446805658","authorIdStr":"3569541446805658"},"themes":[],"htmlText":"[NosePick] ","listText":"[NosePick] ","text":"[NosePick]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/167747714","repostId":"2145080778","repostType":2,"repost":{"id":"2145080778","kind":"news","pubTimestamp":1624280760,"share":"https://www.laohu8.com/m/news/2145080778?lang=&edition=full","pubTime":"2021-06-21 21:06","market":"us","language":"zh","title":"3nm工艺太贵 台积电被投行看衰:失去关键优势","url":"https://stock-news.laohu8.com/highlight/detail?id=2145080778","media":"快科技","summary":"作为全球第一大晶圆代工厂,尤其是率先量产了先进的7nm、5nm工艺之后,台积电已经成为影响全球半导体产业的重要一环。接下来台积电还会量产3nm工艺,然而海外投资者这时候看衰台积电,认为3nm节点太贵,...","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=106.TSM&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p> 作为全球第一大晶圆代工厂,尤其是率先量产了先进的7nm、5nm工艺之后,<span><a href=\"https://laohu8.com/S/TSM\">台积电</a></span><span></span>已经成为影响全球半导体产业的重要一环。接下来<span href=\"http://quote.eastmoney.com/unify/r/106.TSM\" target=\"_blank\" web=\"1\">台积电</span>还会量产3nm工艺,然而海外投资者这时候看衰<span href=\"http://quote.eastmoney.com/unify/r/106.TSM\" target=\"_blank\" web=\"1\">台积电</span>,认为3nm节点太贵,台积电将失去关键优势。</p><p> 台积电现在<span>业绩</span>正佳,不少投行都是看<span><a href=\"https://laohu8.com/S/TAL\">好未来</a></span><span></span>的,但也有投行发表了相反的看法,认为台积电被高估了,将其股价评级为中性,目标股价下调到580新台币,比其他同行的目标价少了20%左右。</p><p> 台积电被看衰的一个重要因素就是3nm工艺,原来台积电预计2022年量产3nm工艺,最近有传闻说是会延期,不过就算没有延期,<strong>3nm工艺巨大的投资也会提高成本,导致台积电的代工承压,失去了关键性的议价优势,它们的毛<span>利率</span>在2022-2023年会跌破50%,低于预期的52%。</strong></p><p> 除了3nm成本问题之外,台积电的先进工艺还会受到其他技术的影响,比如业界正在采纳的3D芯片封装,通过这种技术也可以降低能耗,而不再是单纯依赖工艺微缩,台积电3nm甚至未来的2nm工艺需求也会减少。</p><p>(文章来源:快科技)</p>\n</div></body></html>","source":"stock_eastmoney","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>3nm工艺太贵 台积电被投行看衰:失去关键优势</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\">\n3nm工艺太贵 台积电被投行看衰:失去关键优势\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 21:06 北京时间 <a href=http://finance.eastmoney.com/a/202106211968286769.html><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作为全球第一大晶圆代工厂,尤其是率先量产了先进的7nm、5nm工艺之后,台积电已经成为影响全球半导体产业的重要一环。接下来台积电还会量产3nm工艺,然而海外投资者这时候看衰台积电,认为3nm节点太贵,台积电将失去关键优势。 台积电现在业绩正佳,不少投行都是看好未来的,但也有投行发表了相反的看法,认为台积电被高估了,将其股价评级为中性,目标股价下调到580新台币,比其他同行的目标价少了20%左右。...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202106211968286769.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/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"EWT":"台湾ETF-iShares MSCI","03145":"华夏亚洲高息股","TSM":"台积电"},"source_url":"http://finance.eastmoney.com/a/202106211968286769.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145080778","content_text":"作为全球第一大晶圆代工厂,尤其是率先量产了先进的7nm、5nm工艺之后,台积电已经成为影响全球半导体产业的重要一环。接下来台积电还会量产3nm工艺,然而海外投资者这时候看衰台积电,认为3nm节点太贵,台积电将失去关键优势。 台积电现在业绩正佳,不少投行都是看好未来的,但也有投行发表了相反的看法,认为台积电被高估了,将其股价评级为中性,目标股价下调到580新台币,比其他同行的目标价少了20%左右。 台积电被看衰的一个重要因素就是3nm工艺,原来台积电预计2022年量产3nm工艺,最近有传闻说是会延期,不过就算没有延期,3nm工艺巨大的投资也会提高成本,导致台积电的代工承压,失去了关键性的议价优势,它们的毛利率在2022-2023年会跌破50%,低于预期的52%。 除了3nm成本问题之外,台积电的先进工艺还会受到其他技术的影响,比如业界正在采纳的3D芯片封装,通过这种技术也可以降低能耗,而不再是单纯依赖工艺微缩,台积电3nm甚至未来的2nm工艺需求也会减少。(文章来源:快科技)","news_type":1},"isVote":1,"tweetType":1,"viewCount":694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124462612,"gmtCreate":1624782122336,"gmtModify":1631887025099,"author":{"id":"3569541446805658","authorId":"3569541446805658","name":"ChingYee","avatar":"https://static.tigerbbs.com/24687680699c2fdc61d34a41fcba1b8e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569541446805658","authorIdStr":"3569541446805658"},"themes":[],"htmlText":"[Cry] ","listText":"[Cry] ","text":"[Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/124462612","repostId":"2146541004","repostType":2,"repost":{"id":"2146541004","kind":"news","pubTimestamp":1624773008,"share":"https://www.laohu8.com/m/news/2146541004?lang=&edition=full","pubTime":"2021-06-27 13:50","market":"us","language":"zh","title":"打孔屏+屏下指纹!这届iPhone全是安卓玩剩下的","url":"https://stock-news.laohu8.com/highlight/detail?id=2146541004","media":"腾讯新闻","summary":"同时他还预测2022款iPhone的部分型号可能会支持屏下指纹功能。要知道,打孔屏和屏下指纹早就是国内安卓手机多年玩剩下的东西,苹果此举令不少果粉吐槽:“这几年的iPhone没新意了不少,还各种“抄袭”安卓,能拿点实际的东西出来吗?”据悉,iPhone 14抹去刘海的最主要原因是,苹果找到了极高安全性的屏下识别方案,足以替代现有的刘海Face ID。","content":"<html><body><p>原标题:打孔屏+屏下指纹!这届iPhone全是安卓玩剩下的 来源:<a href=\"https://laohu8.com/S/00700\">腾讯</a>新闻</p><p>现在你还觉得iPhone手机有创新吗?</p><p>近日,iPhone13系列新机又开始频繁曝光,各种渲染图满天飞,其中最受关注的则是两款全新的配色方案,一种类似于“黄铜色”的全新色系,另一种则为“Rose Pink”(玫瑰粉)配色。</p><p>令人意外的是,就在大家都普遍关注iPhone13的外观时候,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>爆料一哥郭明錤透露了一些将在明年发布的iPhone 14(暂定名)的信息。</p><div><img src=\"http://k.sinaimg.cn/n/spider2021627/65/w480h385/20210627/3dea-krwipar7596926.png/w720fin.jpg\"/></div><p>郭明錤的报告显示,2022年秋天,苹果依然会推出四款全新iPhone,两款高端 iPhone (6.1寸与6.7寸) 与两款较低端iPhone (6.1寸与6.7寸)。同时他还预测2022款iPhone的部分型号可能会支持屏下指纹功能。</p><p>随后,数码博主@IT科技侠 就曝光了iPhone 14的渲染图,一起来看看。</p><div><img src=\"http://k.sinaimg.cn/n/spider2021627/160/w480h480/20210627/4cc6-krwipar7596927.jpg/w720fin.jpg\"/></div><p>如上图,iPhone 14终于告别了刘海屏,采用居中打孔屏的方案,同时前摄开孔极小,能将开孔对屏幕的影响降至最低,配合上四边等宽的边框处理,整机视觉效果还是不错的。</p><p>要知道,打孔屏和屏下指纹早就是国内安卓手机多年玩剩下的东西,苹果此举令不少果粉吐槽:“这几年的iPhone没新意了不少,还各种“抄袭”安卓,能拿点实际的东西出来吗?”</p><div><img src=\"http://k.sinaimg.cn/n/spider2021627/748/w480h268/20210627/9963-krwipar7596984.png/w720fin.jpg\"/></div><p>据悉,iPhone 14抹去刘海的最主要原因是,苹果找到了极高安全性的屏下识别方案,足以替代现有的刘海Face ID。</p><p>但想实现屏下摄像头技术还是需要一定的时间,有消息称苹果将在2023年才会推出前置屏下摄像头的iPhone。</p><p>最后,对于即将到来的iPhone13系列,消息称并不会出现1TB版本(最高512GB),其次新机的售价跟上一代保持一致,也就是699美元,国内对应行货价格是5499元起,最后全系将首发搭载A15处理器。</p><div><img src=\"http://k.sinaimg.cn/n/spider2021627/43/w480h363/20210627/e795-krwipar7596985.png/w720fin.jpg\"/></div><p>可以看出,在提升性能的同时,苹果并没有涨价。</p><p>对于果粉比较在意的续航问题,其电池含量预计要比上一代更大一些,其中iPhone 13 Pro Max是4352mAh,比12 Pro Max的3687mAh多出近700mAh,iPhone 13是3095mAh,iPhone 13 min则i是2406mAh。</p><p>整体来讲,iPhone 13是会比目前的iPhone 12更好的,价格也更能接受,你会等待新iPhone吗?</p><p><font>—</font>【 THE END 】—</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>打孔屏+屏下指纹!这届iPhone全是安卓玩剩下的</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打孔屏+屏下指纹!这届iPhone全是安卓玩剩下的\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 13:50 北京时间 <a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2021-06-27/doc-ikqcfnca3543515.shtml><strong>腾讯新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题:打孔屏+屏下指纹!这届iPhone全是安卓玩剩下的 来源:腾讯新闻现在你还觉得iPhone手机有创新吗?近日,iPhone13系列新机又开始频繁曝光,各种渲染图满天飞,其中最受关注的则是两款全新的配色方案,一种类似于“黄铜色”的全新色系,另一种则为“Rose Pink”(玫瑰粉)配色。令人意外的是,就在大家都普遍关注iPhone13的外观时候,苹果爆料一哥郭明錤透露了一些将在明年发布的...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2021-06-27/doc-ikqcfnca3543515.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/1f6a488111ccf3c9a09c192adcd70bf4","relate_stocks":{"09086":"华夏纳指-U","AAPL":"苹果","03086":"华夏纳指"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2021-06-27/doc-ikqcfnca3543515.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146541004","content_text":"原标题:打孔屏+屏下指纹!这届iPhone全是安卓玩剩下的 来源:腾讯新闻现在你还觉得iPhone手机有创新吗?近日,iPhone13系列新机又开始频繁曝光,各种渲染图满天飞,其中最受关注的则是两款全新的配色方案,一种类似于“黄铜色”的全新色系,另一种则为“Rose Pink”(玫瑰粉)配色。令人意外的是,就在大家都普遍关注iPhone13的外观时候,苹果爆料一哥郭明錤透露了一些将在明年发布的iPhone 14(暂定名)的信息。郭明錤的报告显示,2022年秋天,苹果依然会推出四款全新iPhone,两款高端 iPhone (6.1寸与6.7寸) 与两款较低端iPhone (6.1寸与6.7寸)。同时他还预测2022款iPhone的部分型号可能会支持屏下指纹功能。随后,数码博主@IT科技侠 就曝光了iPhone 14的渲染图,一起来看看。如上图,iPhone 14终于告别了刘海屏,采用居中打孔屏的方案,同时前摄开孔极小,能将开孔对屏幕的影响降至最低,配合上四边等宽的边框处理,整机视觉效果还是不错的。要知道,打孔屏和屏下指纹早就是国内安卓手机多年玩剩下的东西,苹果此举令不少果粉吐槽:“这几年的iPhone没新意了不少,还各种“抄袭”安卓,能拿点实际的东西出来吗?”据悉,iPhone 14抹去刘海的最主要原因是,苹果找到了极高安全性的屏下识别方案,足以替代现有的刘海Face ID。但想实现屏下摄像头技术还是需要一定的时间,有消息称苹果将在2023年才会推出前置屏下摄像头的iPhone。最后,对于即将到来的iPhone13系列,消息称并不会出现1TB版本(最高512GB),其次新机的售价跟上一代保持一致,也就是699美元,国内对应行货价格是5499元起,最后全系将首发搭载A15处理器。可以看出,在提升性能的同时,苹果并没有涨价。对于果粉比较在意的续航问题,其电池含量预计要比上一代更大一些,其中iPhone 13 Pro Max是4352mAh,比12 Pro Max的3687mAh多出近700mAh,iPhone 13是3095mAh,iPhone 13 min则i是2406mAh。整体来讲,iPhone 13是会比目前的iPhone 12更好的,价格也更能接受,你会等待新iPhone吗?—【 THE END 】—","news_type":1},"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120039565,"gmtCreate":1624287459957,"gmtModify":1631887025108,"author":{"id":"3569541446805658","authorId":"3569541446805658","name":"ChingYee","avatar":"https://static.tigerbbs.com/24687680699c2fdc61d34a41fcba1b8e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569541446805658","authorIdStr":"3569541446805658"},"themes":[],"htmlText":"[Cool] ","listText":"[Cool] ","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/120039565","repostId":"2145342087","repostType":2,"repost":{"id":"2145342087","kind":"highlight","pubTimestamp":1624274300,"share":"https://www.laohu8.com/m/news/2145342087?lang=&edition=full","pubTime":"2021-06-21 19:18","market":"hk","language":"zh","title":"Piper Sandler:重申AMD(AMD.US)“增持”评级,目标价为110美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2145342087","media":"智通财经网","summary":"Piper Sandler分析师Harsh Kumar发布研究报告,重申对AMD(AMD.US)的“增持”评级,目标价为110美元。","content":"<html><body><div> <p>智通财经APP获悉,Piper Sandler分析师Harsh Kumar发布研究报告,重申对<a href=\"https://laohu8.com/S/AMD\">AMD</a>(AMD.US)的“增持”评级,目标价为110美元。该分析师在与AMD管理层谈话后,对该公司驱动其业绩增长的因素和市场竞争中的定位充满信心。</p><p>该分析师表示,看好AMD在公司服务器、个人电脑和笔记本电脑的领域上的发展。虽然该股今年以来的表现比半导体行业指数还低了约18%,但 \"我们不认为目前的水平是该股最终的表现,\"Kumar说道。</p> </div></body></html>","source":"highlight_zhitongcaijin","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>Piper Sandler:重申AMD(AMD.US)“增持”评级,目标价为110美元</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; 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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\">\nPiper Sandler:重申AMD(AMD.US)“增持”评级,目标价为110美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 19:18 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/498121.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,Piper Sandler分析师Harsh Kumar发布研究报告,重申对AMD(AMD.US)的“增持”评级,目标价为110美元。该分析师在与AMD管理层谈话后,对该公司驱动其业绩增长的因素和市场竞争中的定位充满信心。该分析师表示,看好AMD在公司服务器、个人电脑和笔记本电脑的领域上的发展。虽然该股今年以来的表现比半导体行业指数还低了约18%,但 \"我们不认为目前的水平是...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/498121.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/image/20210621/20210621194028_78902.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","relate_stocks":{"AMD":"美国超微公司"},"source_url":"http://www.zhitongcaijing.com/content/detail/498121.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2145342087","content_text":"智通财经APP获悉,Piper Sandler分析师Harsh Kumar发布研究报告,重申对AMD(AMD.US)的“增持”评级,目标价为110美元。该分析师在与AMD管理层谈话后,对该公司驱动其业绩增长的因素和市场竞争中的定位充满信心。该分析师表示,看好AMD在公司服务器、个人电脑和笔记本电脑的领域上的发展。虽然该股今年以来的表现比半导体行业指数还低了约18%,但 \"我们不认为目前的水平是该股最终的表现,\"Kumar说道。","news_type":1},"isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165161223,"gmtCreate":1624107136662,"gmtModify":1631890823553,"author":{"id":"3569541446805658","authorId":"3569541446805658","name":"ChingYee","avatar":"https://static.tigerbbs.com/24687680699c2fdc61d34a41fcba1b8e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569541446805658","authorIdStr":"3569541446805658"},"themes":[],"htmlText":"不知道有没有补贴[Tongue] ","listText":"不知道有没有补贴[Tongue] ","text":"不知道有没有补贴[Tongue]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/165161223","repostId":"2144470310","repostType":2,"repost":{"id":"2144470310","kind":"news","pubTimestamp":1624087136,"share":"https://www.laohu8.com/m/news/2144470310?lang=&edition=full","pubTime":"2021-06-19 15:18","market":"us","language":"zh","title":"停车位“清一色”特斯拉?宁德时代强制员工买电池有问题的车?公司回应:没有的事","url":"https://stock-news.laohu8.com/highlight/detail?id=2144470310","media":"每日经济新闻","summary":"所以,特斯拉才退回给宁德时代,而宁德时代没有对外售车的资格,只能采用内部消化的方式。2020年初,宁德时代一纸公告让其于特斯拉的合作关系从幕后走向台前。2021年初,特斯拉推出Model Y,与宁德时代的合作范围有望进一步扩大。值得注意的是,来自特斯拉的订单在宁德时代中占据越来越重要的位置。","content":"<div>\n<p>来源:每日经济新闻近日,有网友爆料称宁德时代强制经理级别员工购买特斯拉Model 3,并放出了几张照片,说目前宁德时代中心科技大楼下已经停满了特斯拉。还有自称员工的网友称宁德时代是为了尽快清掉“电池有问题”的特斯拉库存,才让员工强制购买。图片来源:网传图片6月19日,宁德时代相关工作人员向《每日经济新闻》记者进行了回应。宁德时代回应:没有质量问题,也没有强制购买近日,有网友爆料称宁德时代强制经理...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2021-06-19/doc-ikqciyzk0566233.shtml\">Web Link</a>\n\n</div>\n","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 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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停车位“清一色”特斯拉?宁德时代强制员工买电池有问题的车?公司回应:没有的事\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-19 15:18 北京时间 <a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2021-06-19/doc-ikqciyzk0566233.shtml><strong>每日经济新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源:每日经济新闻近日,有网友爆料称宁德时代强制经理级别员工购买特斯拉Model 3,并放出了几张照片,说目前宁德时代中心科技大楼下已经停满了特斯拉。还有自称员工的网友称宁德时代是为了尽快清掉“电池有问题”的特斯拉库存,才让员工强制购买。图片来源:网传图片6月19日,宁德时代相关工作人员向《每日经济新闻》记者进行了回应。宁德时代回应:没有质量问题,也没有强制购买近日,有网友爆料称宁德时代强制经理...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2021-06-19/doc-ikqciyzk0566233.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/d1f099f6724852eed80c0925003dfca8","relate_stocks":{"300750":"宁德时代","TSLA":"特斯拉"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2021-06-19/doc-ikqciyzk0566233.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144470310","content_text":"来源:每日经济新闻近日,有网友爆料称宁德时代强制经理级别员工购买特斯拉Model 3,并放出了几张照片,说目前宁德时代中心科技大楼下已经停满了特斯拉。还有自称员工的网友称宁德时代是为了尽快清掉“电池有问题”的特斯拉库存,才让员工强制购买。图片来源:网传图片6月19日,宁德时代相关工作人员向《每日经济新闻》记者进行了回应。宁德时代回应:没有质量问题,也没有强制购买近日,有网友爆料称宁德时代强制经理级别员工购买特斯拉Model 3。之后,又有自称是宁德时代的员工的网友称,3月开始公司推出了员工购买特斯拉优惠活动,当时很多公司内部员工都跃跃欲试,以为是公司福利。该网友称宁德时代负责给特斯拉供货的那些员工很清楚,这批车之所以被卖给宁德时代,是因为这个批次的电池有问题。所以,特斯拉才退回给宁德时代,而宁德时代没有对外售车的资格,只能采用内部消化的方式。该网友称,这个消息被透露出去之后,即便有价格优惠,想要购买的员工也打起了退堂鼓,至今宁德时代内还有一些“特斯拉库存车”没有清完。该网友还称,为了尽快清完库存,宁德时代就推出了新的“促销”大法。第一:强制经理级别的员工来购买公司手中的特斯拉Model 3;第二:在地下车库有车位的员工,无论是否是经理级别,若不购买公司手中的Model 3,则需要把车位让出来。图片来源:视觉中国6月19日,宁德时代相关工作人员向《每日经济新闻》记者表示:“没有质量问题,也没有强制购买”。该工作人员称:“关于员工购买特斯拉是公司为推行全面电动化,以优惠价格鼓励员工购买电动车,不限于特斯拉,包括大部分我们供货的品牌,此活动已持续三年了。”特斯拉对宁德时代越来越重要在宁德时代之前,特斯拉一直与松下在电池领域保持合作伙伴关系,2016年特斯拉和松下还共同成立了太阳能电池合资公司。但由于双方产能不协调、公司发展理念不同等外界猜测的种种原因,二者在中国市场的合作关系最终于2019年走向终结。之后,特斯拉便转向了宁德时代。2020年初,宁德时代一纸公告让其于特斯拉的合作关系从幕后走向台前。公告显示,彼时,宁德时代与特斯拉、特斯拉(上海)有限公司签订协议约定,自2020年7月1日至2022年6月30日,宁德时代为特斯拉在上海工厂生产的Model 3供应电池。2021年初,特斯拉推出Model Y,与宁德时代的合作范围有望进一步扩大。此前,宁德时代副总经理、董事会秘书蒋理曾表示,宁德时代与特斯拉的合作不局限于国内。据宁德时代一季报显示,公司期内营收同比增长112.24%;实现归属于上市公司股东的净利润19.54亿元,同比增长163.38%。2020年度财报显示,归母净利润同比增长22.43%;营业收入同比增长9.9%,报告期内锂离子电池销量同比增长14.36%,其中动力电池系统销量同比增长10.43%。公司面向前五大客户的销售金额占当期应收比例为41.08%,公司主要客户为大型境内外车企。值得注意的是,来自特斯拉的订单在宁德时代中占据越来越重要的位置。据世纪证券,按装机口径计算,2020年特斯拉为宁德时代第三大客户,而到2021年第一季度,特斯拉一跃成为最大客户。而在宁德时代2020年年报中,公司面对第三和第四大客户的销售额差距不大,这两家对应的或就是小鹏汽车与特斯拉。据乘联会数据,2020年,中国制造的特斯拉Model 3全年销量为137459辆,是2020年中国新能源汽车销量冠军。除此之外,国产特斯拉还成为了全球市场的重要货源地。2020年底,上海生产的特斯拉MODEL 3抵达欧洲港口。这些车辆今后将在德国、法国、意大利、西班牙、葡萄牙、瑞士等欧洲国家进行销售。今年1-4月,特斯拉在中国市场累计销量达95125辆。今年5月,特斯拉在中国市场的交付量就高达33463辆,环比增长29.5%,如果排除出口的11527辆,那么在华零售量为21936辆。如此不俗的销量,自然也能带动宁德时代的业绩节节上涨。以至于在5月最后一天,宁德时代成为创业板中首家万亿市值个股,登上A股市值排行榜第8把交椅。今年6月,甚至有消息称,宁德时代计划在临港特斯拉工厂以南建立一座超级电池工厂,旨在支撑特斯拉全球的汽车和储能业务电池,对此,宁德时代未予置评。特斯拉未来的目光在四元锂电池?目前,国内主流的车用电池是三元电池和磷酸铁锂电池,根据中汽协的统计数据,2021年1-4月中国车市的三元电池装车量累计19GWh,占总装车量的60%,同比增长173.4%;磷酸铁锂电池装车量累计12.6GWh,占总装车量的39.8%,同比上升455.9%;其他类动力电池占总装车量的约0.2%。而三元锂电池和磷酸铁锂电池恰巧是宁德时代的“强项”,据世纪证券数据,宁德时代在这两个市场里都高居第一名。但将大量产能布局在三元锂和磷酸铁锂上,也给宁德时代的未来带来一丝隐忧。今年6月,据上海证券报,有消息称特斯拉准备在国产Model Y车型中使用LG化学NCMA四元锂电池。该电池含镍量高达90%,钴含量有望大幅下降。受此消息影响,6月7日,宁德时代股价曾大跌5.72%。NCMA电池是指正极采用镍、钴、锰、铝四种金属材料的四元电池,有望将钴含量较传统三元电池降低70%,同时增加镍含量。铝元素的加入可以在高镍的前提下,帮助提高电动汽车的续航里程和稳定性。LG化学的NCMA四元锂电池的容量可以达到50-200KWh,可支持高达400英里(约644 公里)的续航里程,已经接近特斯拉Model 3长续航后轮驱动版的续航里程。“电池代有新品出,各领风骚两三年。”资深汽车行业分析师梅松林分析说,各方对四元锂电池NCMA有很高的期待。一方面,因为第四元素铝以及镍的比例大幅增加,大幅度降低了正极材料钴的比例,有望在当前主流三元电池20%的钴含量水平基础上进行大幅下降,从而实现成本的降低。另一方面,随着印尼镍产能大幅提升,也有望在一、二年内降低镍的成本。双管齐下,市场对动力电池的新增需求有望从当前风头正劲的磷酸铁锂电池转到四元锂电池NCMA。值得注意的是,以三星、LG化学为代表的韩系厂商如今强力复苏,预计2022年左右达到产能巅峰,这给宁德时代接下来的市场拓展埋下了阴影。对此,宁德时代把“注”压到了储能电池上,据宁德时代董事长曾毓群透露,宁德时代正在同步研发固体电池和钠离子电池,将于今年7月份左右发布钠电池,而固态电池由于技术原因“商业化还要相当长时间。”有观点认为,宁德时代发布钠离子电池瞄准的可能正是储能领域的广阔前景。抢下储能市场,意味着宁德时代可获得一片新的利润池。另一方面,如果储能领域全部使用钠离子电池,碳酸锂的需求预期将减少近20%,将极大缓解动力电池领域的原材料供应和价格压力。另外,越来越多的整车厂不希望动力电池领域处于一家独大的位置。毕竟上游电池出现垄断,对下游车厂控制成本很不利。所以各家新能源汽车厂商几乎都会选择扶持第二家电池供应商。譬如特斯拉就把订单交给宁德和松下;再譬如德国宝马,刚刚宣布把订单交给国内的亿纬锂能,在国内安排了除宁德时代外的第二家动力电池供应商。(本文不构成投资建议,据此操作风险自担)编辑|孙志成 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gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/183658692","repostId":"2142422673","repostType":2,"repost":{"id":"2142422673","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1623329400,"share":"https://www.laohu8.com/m/news/2142422673?lang=&edition=full","pubTime":"2021-06-10 20:50","market":"hk","language":"en","title":"We put 6 more meme stocks' numbers to the test and the differences are telling","url":"https://stock-news.laohu8.com/highlight/detail?id=2142422673","media":"Dow Jones","summary":"MW We put 6 more meme stocks' numbers to the test and the differences are tellingBy Philip van Doorn","content":"<p>MW We put 6 more meme stocks' numbers to the test and the differences are telling</p><p>By Philip van Doorn</p><p>Digging deeper into the the meme stock phenomenon, there are big difference between Palantir, Wendy's, Canoo and other companies.</p><p>The world of meme stocks is changing every day as traders communicating through Reddit's WallStreetBets channel and other social media set their sights on new targets for short squeezes or find other downtrodden companies to bid up in price.</p><p>After last week's look at financial results and projections for the four BANG stocks and four other meme companies, what follows is the same treatment for six more.</p><p>(The BANG stocks are BlackBerry Ltd. (BB.T), AMC Entertainment Holdings Inc <a href=\"https://laohu8.com/S/AMC\">$(AMC)$</a>, Nokia Corp. (NOKIA.HE) and GameStop Corp. <a href=\"https://laohu8.com/S/GME\">$(GME)$</a>.)</p><p>Short squeezes and meme stocks</p><p>Traders looking to group together on social media to make quick killings by pushing up share prices of companies at early stages or those going through difficult times have been setting up short squeezes.</p><p>Professional investors have traditionally short-sold shares of companies they believe will perform worse than most other investors or analysts expect. Shorting means borrowing a company's shares and selling them immediately, in the hope of buying them back at a lower price, returning them to the lender and pocketing the difference. If you simply buy a stock hoping it will go up, all you risk is the money you invest. You might get wiped out. But if you short a stock, your risk potential is unlimited. You never know how high the price might rise if you have gotten the trade wrong.</p><p>\"Covering\" a short position is when you buy back the shares to return them to the investor who lent them to you. You are hoping to cover at a lower price than you sold the shares for, to make a profit.</p><p>To have a short position, you need to have a margin account with a broker -- an account that lets you borrow to invest or trade. Because of the risk in taking a short position, if the share price goes against you (higher), your broker will keep increasing its collateral requirements. If you run out of cash as the price keeps rising, you will be forced to cover at a loss. That type of action among a large group of short-sellers pushes the price higher in a spiral -- a short squeeze.</p><p>Six more meme stocks</p><p>The action changes daily. On June 9, for example, shares of Clover Health Investments Corp. <a href=\"https://laohu8.com/S/CLOV\">$(CLOV)$</a> fell 24% after rising 86% the day before. The stock is 36.6% sold short, according to FactSet.</p><p>Read:Newest meme stock darling Clover Health is popping. Is the SEC watching?</p><p>Here are the six additional meme stocks, following our initial group of eight , sorted by market capitalization as of the close on June 9:</p><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> (PLTR) provides a software platform used by government defense and intelligence agencies. It is the largest company on the list by market cap, but not by revenue, as you can see below. A year-to-date chart of its price performance shows how wild the meme-stock action can be:</p><p>Palantir's stock was up 3% for 2021 through June 9, but its market cap had increased by 26% because the company had been raising cash by selling additional shares to investors. The company's following as a meme stock seems to spring more from its growth prospects than from short interest, which peaked at 8.5% of shares available for sale, according to FactSet.</p><p>Wendy's Co. <a href=\"https://laohu8.com/S/WEN\">$(WEN)$</a> is another meme stock whose addition to the group may be a bit confusing, as the stock isn't heavily shorted and the company is stable. Thornton McEnery dug into the action on June 8, which may have included confusion over Wendy's ticker symbol , when the stock rose 26%.</p><p>Read:Wendy's stock run-up prompts analyst downgrade but breakfast is driving growth</p><p><a href=\"https://laohu8.com/S/WISH\">ContextLogic Inc.</a> (WISH) is <a href=\"https://laohu8.com/S/AONE\">one</a> of two stocks on the new list that have fallen this year. The mobile e-commerce company's stock opened below its initial public offering price before the IPO.</p><p>Short interest</p><p>Keeping the group in the same order, here are levels of short interest as percentages of available shares and in dollars:</p><p>FactSet's data on short positions as a percentage of shares outstanding is updated twice a month. The data was updated overnight between June 9 and 10. The second update takes place around the 25th day of the month.</p><p>Clover is the most heavily shorted stock on the list. Brad Lamensdorf, CEO of ActiveAlts in Westport, Conn., who runs long and short investment strategies, said previously that a short percentage \"over 30% to 40% is outrageously high.\" (Lamensdorf co-manages the AdvisorShares <a href=\"https://laohu8.com/S/HDGE\">Ranger Equity Bear ETF</a> (HDGE), which is meant to be used as a hedging tool.)</p><p>A high percentage of shares sold short makes a stock especially dangerous for the short-sellers, because it can increase the intensity of any short squeeze.</p><p>We have shown the short interest as a percentage of market cap in order to provide context. Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> is an excellent example to provide more context, because the company has such a large market capitalization of $576.8 billion. Only 5.16% of the shares are sold short, but that comes to $29.8 billion in short interest -- the most (in dollars) for any stock in the S&P 500. Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a> ranks second for dollars of short interest in the benchmark index, with 1.09% of shares sold short, which comes to $18.1 billion in short interest for a company with a market cap of $1.66 trillion.</p><p><a href=\"https://laohu8.com/S/GOEV\">Canoo Inc.</a> (GOEV) is the second-most heavily shorted stock listed above, at 29.5%. The electric-vehicle maker was formed on Dec. 21 through the merger of Canoo Holdings Ltd. and Hennessy Capital Acquisition Corp. IV, a special purpose acquisition company, or SPAC. Canoo expects to produce its first vehicle in mid-2022 in limited quantities, with \"serial production launching in 2023,\" according to its 10-K report filed on March 31.</p><p><a href=\"https://laohu8.com/S/CLNE\">Clean Energy Fuels Corp</a>. <a href=\"https://laohu8.com/S/CLNE.AU\">$(CLNE.AU)$</a> provides natural gas for use as an alternative to gasoline or diesel for fleets of vehicles. The stock is 6.58% sold-short, but has had a good run this year as the energy sector has recovered.</p><p>Fundamentals</p><p>We'll look back at sales results for this group of six meme stocks and then look ahead at sales estimates through 2023.</p><p>Looking back</p><p>First, here's a comparison of annual sales, in millions of dollars for the past five reported fiscal years (where available):</p><p>You can see clear growth paths in recent years for Palantir, Wendy's and ContextLogic, while Clean Energy Fuels had understandable challenges from lower natural gas prices in 2020.</p><p>Clover was incorporated on Oct. 18, 2019. It hasn't yet reported annual revenue. For the first quarter, the company reported $200.3 million in sales, up from $165.5 million in the first quarter of 2020. Clover merged with <a href=\"https://laohu8.com/S/IPOC.U\">Social Capital Hedosophia Holdings Corp. III</a> (a SPAC) on Jan. 7.</p><p>Looking ahead -- sales</p><p>Starting from a baseline of calendar 2021, here are sales estimates going out through 2023 among Wall Street analysts polled by FactSet:</p><p>Double-digit or better sales growth is expected for all of the companies over the next two years except Wendy's. Price-to-sale ratios, based on closing share prices on June 9 and the 2023 estimates, are included. In comparison, the S&P 500 trades for 2.5 times its weighted aggregate consensus sales estimate for 2023.</p><p>Looking ahead -- earnings</p><p>Here are earnings-per-share estimates going out to 2023:</p><p>You might not have expected the EPS projections to be particularly useful, but they underscore how high these stocks are trading. The S&P 500 trades for 18.4 times its consensus EPS estimate for 2023.</p><p>The estimates show expected improvement for Palantir, if it manages to maintain its rapid sales growth. Wendy's is expected to improve EPS significantly even with modest sale growth, in part because of stock buybacks .</p><p>Wall Street's opinion</p><p>Here's a summary of opinion for this group of meme stocks among Wall Street analysts:</p><p>So the Wall Street analysts have the most love for ContextLogic, with 82% \"buy\" or equivalent ratings. Second place goes to Clean Energy Fuels. For that company, the timing, in a year of economic and fuel-price recovery, not to mention the desire among many investors to help lower carbon emissions, seems perfect.</p><p>Wall Street is skeptical of Palantir and Clover Health, but it would seem for different reasons, as Palantir already has a history of rapid sales growth.</p><p>More meme-stock coverage:</p><p>Don't miss: Here are the hottest stock sectors for Wall Street right now -- and analysts' favorite ways to play them</p><p>-Philip van Doorn; 415-439-6400; AskNewswires@dowjones.com</p><p><a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires</p><p>June 10, 2021 08:50 ET (12:50 GMT)</p><p>Copyright (c) 2021 Dow Jones & Company, Inc.</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>We put 6 more meme stocks' numbers to the test and the differences are telling</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\">\nWe put 6 more meme stocks' numbers to the test and the differences are telling\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-06-10 20:50</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>MW We put 6 more meme stocks' numbers to the test and the differences are telling</p><p>By Philip van Doorn</p><p>Digging deeper into the the meme stock phenomenon, there are big difference between Palantir, Wendy's, Canoo and other companies.</p><p>The world of meme stocks is changing every day as traders communicating through Reddit's WallStreetBets channel and other social media set their sights on new targets for short squeezes or find other downtrodden companies to bid up in price.</p><p>After last week's look at financial results and projections for the four BANG stocks and four other meme companies, what follows is the same treatment for six more.</p><p>(The BANG stocks are BlackBerry Ltd. (BB.T), AMC Entertainment Holdings Inc <a href=\"https://laohu8.com/S/AMC\">$(AMC)$</a>, Nokia Corp. (NOKIA.HE) and GameStop Corp. <a href=\"https://laohu8.com/S/GME\">$(GME)$</a>.)</p><p>Short squeezes and meme stocks</p><p>Traders looking to group together on social media to make quick killings by pushing up share prices of companies at early stages or those going through difficult times have been setting up short squeezes.</p><p>Professional investors have traditionally short-sold shares of companies they believe will perform worse than most other investors or analysts expect. Shorting means borrowing a company's shares and selling them immediately, in the hope of buying them back at a lower price, returning them to the lender and pocketing the difference. If you simply buy a stock hoping it will go up, all you risk is the money you invest. You might get wiped out. But if you short a stock, your risk potential is unlimited. You never know how high the price might rise if you have gotten the trade wrong.</p><p>\"Covering\" a short position is when you buy back the shares to return them to the investor who lent them to you. You are hoping to cover at a lower price than you sold the shares for, to make a profit.</p><p>To have a short position, you need to have a margin account with a broker -- an account that lets you borrow to invest or trade. Because of the risk in taking a short position, if the share price goes against you (higher), your broker will keep increasing its collateral requirements. If you run out of cash as the price keeps rising, you will be forced to cover at a loss. That type of action among a large group of short-sellers pushes the price higher in a spiral -- a short squeeze.</p><p>Six more meme stocks</p><p>The action changes daily. On June 9, for example, shares of Clover Health Investments Corp. <a href=\"https://laohu8.com/S/CLOV\">$(CLOV)$</a> fell 24% after rising 86% the day before. The stock is 36.6% sold short, according to FactSet.</p><p>Read:Newest meme stock darling Clover Health is popping. Is the SEC watching?</p><p>Here are the six additional meme stocks, following our initial group of eight , sorted by market capitalization as of the close on June 9:</p><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> (PLTR) provides a software platform used by government defense and intelligence agencies. It is the largest company on the list by market cap, but not by revenue, as you can see below. A year-to-date chart of its price performance shows how wild the meme-stock action can be:</p><p>Palantir's stock was up 3% for 2021 through June 9, but its market cap had increased by 26% because the company had been raising cash by selling additional shares to investors. The company's following as a meme stock seems to spring more from its growth prospects than from short interest, which peaked at 8.5% of shares available for sale, according to FactSet.</p><p>Wendy's Co. <a href=\"https://laohu8.com/S/WEN\">$(WEN)$</a> is another meme stock whose addition to the group may be a bit confusing, as the stock isn't heavily shorted and the company is stable. Thornton McEnery dug into the action on June 8, which may have included confusion over Wendy's ticker symbol , when the stock rose 26%.</p><p>Read:Wendy's stock run-up prompts analyst downgrade but breakfast is driving growth</p><p><a href=\"https://laohu8.com/S/WISH\">ContextLogic Inc.</a> (WISH) is <a href=\"https://laohu8.com/S/AONE\">one</a> of two stocks on the new list that have fallen this year. The mobile e-commerce company's stock opened below its initial public offering price before the IPO.</p><p>Short interest</p><p>Keeping the group in the same order, here are levels of short interest as percentages of available shares and in dollars:</p><p>FactSet's data on short positions as a percentage of shares outstanding is updated twice a month. The data was updated overnight between June 9 and 10. The second update takes place around the 25th day of the month.</p><p>Clover is the most heavily shorted stock on the list. Brad Lamensdorf, CEO of ActiveAlts in Westport, Conn., who runs long and short investment strategies, said previously that a short percentage \"over 30% to 40% is outrageously high.\" (Lamensdorf co-manages the AdvisorShares <a href=\"https://laohu8.com/S/HDGE\">Ranger Equity Bear ETF</a> (HDGE), which is meant to be used as a hedging tool.)</p><p>A high percentage of shares sold short makes a stock especially dangerous for the short-sellers, because it can increase the intensity of any short squeeze.</p><p>We have shown the short interest as a percentage of market cap in order to provide context. Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> is an excellent example to provide more context, because the company has such a large market capitalization of $576.8 billion. Only 5.16% of the shares are sold short, but that comes to $29.8 billion in short interest -- the most (in dollars) for any stock in the S&P 500. Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a> ranks second for dollars of short interest in the benchmark index, with 1.09% of shares sold short, which comes to $18.1 billion in short interest for a company with a market cap of $1.66 trillion.</p><p><a href=\"https://laohu8.com/S/GOEV\">Canoo Inc.</a> (GOEV) is the second-most heavily shorted stock listed above, at 29.5%. The electric-vehicle maker was formed on Dec. 21 through the merger of Canoo Holdings Ltd. and Hennessy Capital Acquisition Corp. IV, a special purpose acquisition company, or SPAC. Canoo expects to produce its first vehicle in mid-2022 in limited quantities, with \"serial production launching in 2023,\" according to its 10-K report filed on March 31.</p><p><a href=\"https://laohu8.com/S/CLNE\">Clean Energy Fuels Corp</a>. <a href=\"https://laohu8.com/S/CLNE.AU\">$(CLNE.AU)$</a> provides natural gas for use as an alternative to gasoline or diesel for fleets of vehicles. The stock is 6.58% sold-short, but has had a good run this year as the energy sector has recovered.</p><p>Fundamentals</p><p>We'll look back at sales results for this group of six meme stocks and then look ahead at sales estimates through 2023.</p><p>Looking back</p><p>First, here's a comparison of annual sales, in millions of dollars for the past five reported fiscal years (where available):</p><p>You can see clear growth paths in recent years for Palantir, Wendy's and ContextLogic, while Clean Energy Fuels had understandable challenges from lower natural gas prices in 2020.</p><p>Clover was incorporated on Oct. 18, 2019. It hasn't yet reported annual revenue. For the first quarter, the company reported $200.3 million in sales, up from $165.5 million in the first quarter of 2020. Clover merged with <a href=\"https://laohu8.com/S/IPOC.U\">Social Capital Hedosophia Holdings Corp. III</a> (a SPAC) on Jan. 7.</p><p>Looking ahead -- sales</p><p>Starting from a baseline of calendar 2021, here are sales estimates going out through 2023 among Wall Street analysts polled by FactSet:</p><p>Double-digit or better sales growth is expected for all of the companies over the next two years except Wendy's. Price-to-sale ratios, based on closing share prices on June 9 and the 2023 estimates, are included. In comparison, the S&P 500 trades for 2.5 times its weighted aggregate consensus sales estimate for 2023.</p><p>Looking ahead -- earnings</p><p>Here are earnings-per-share estimates going out to 2023:</p><p>You might not have expected the EPS projections to be particularly useful, but they underscore how high these stocks are trading. The S&P 500 trades for 18.4 times its consensus EPS estimate for 2023.</p><p>The estimates show expected improvement for Palantir, if it manages to maintain its rapid sales growth. Wendy's is expected to improve EPS significantly even with modest sale growth, in part because of stock buybacks .</p><p>Wall Street's opinion</p><p>Here's a summary of opinion for this group of meme stocks among Wall Street analysts:</p><p>So the Wall Street analysts have the most love for ContextLogic, with 82% \"buy\" or equivalent ratings. Second place goes to Clean Energy Fuels. For that company, the timing, in a year of economic and fuel-price recovery, not to mention the desire among many investors to help lower carbon emissions, seems perfect.</p><p>Wall Street is skeptical of Palantir and Clover Health, but it would seem for different reasons, as Palantir already has a history of rapid sales growth.</p><p>More meme-stock coverage:</p><p>Don't miss: Here are the hottest stock sectors for Wall Street right now -- and analysts' favorite ways to play them</p><p>-Philip van Doorn; 415-439-6400; AskNewswires@dowjones.com</p><p><a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires</p><p>June 10, 2021 08:50 ET (12:50 GMT)</p><p>Copyright (c) 2021 Dow Jones & Company, Inc.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WEN":"温蒂汉堡","PLTR":"Palantir Technologies Inc.","CLNE":"Clean Energy Fuels Corp","CLOV":"Clover Health Corp"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142422673","content_text":"MW We put 6 more meme stocks' numbers to the test and the differences are tellingBy Philip van DoornDigging deeper into the the meme stock phenomenon, there are big difference between Palantir, Wendy's, Canoo and other companies.The world of meme stocks is changing every day as traders communicating through Reddit's WallStreetBets channel and other social media set their sights on new targets for short squeezes or find other downtrodden companies to bid up in price.After last week's look at financial results and projections for the four BANG stocks and four other meme companies, what follows is the same treatment for six more.(The BANG stocks are BlackBerry Ltd. (BB.T), AMC Entertainment Holdings Inc $(AMC)$, Nokia Corp. (NOKIA.HE) and GameStop Corp. $(GME)$.)Short squeezes and meme stocksTraders looking to group together on social media to make quick killings by pushing up share prices of companies at early stages or those going through difficult times have been setting up short squeezes.Professional investors have traditionally short-sold shares of companies they believe will perform worse than most other investors or analysts expect. Shorting means borrowing a company's shares and selling them immediately, in the hope of buying them back at a lower price, returning them to the lender and pocketing the difference. If you simply buy a stock hoping it will go up, all you risk is the money you invest. You might get wiped out. But if you short a stock, your risk potential is unlimited. You never know how high the price might rise if you have gotten the trade wrong.\"Covering\" a short position is when you buy back the shares to return them to the investor who lent them to you. You are hoping to cover at a lower price than you sold the shares for, to make a profit.To have a short position, you need to have a margin account with a broker -- an account that lets you borrow to invest or trade. Because of the risk in taking a short position, if the share price goes against you (higher), your broker will keep increasing its collateral requirements. If you run out of cash as the price keeps rising, you will be forced to cover at a loss. That type of action among a large group of short-sellers pushes the price higher in a spiral -- a short squeeze.Six more meme stocksThe action changes daily. On June 9, for example, shares of Clover Health Investments Corp. $(CLOV)$ fell 24% after rising 86% the day before. The stock is 36.6% sold short, according to FactSet.Read:Newest meme stock darling Clover Health is popping. Is the SEC watching?Here are the six additional meme stocks, following our initial group of eight , sorted by market capitalization as of the close on June 9:Palantir Technologies Inc. (PLTR) provides a software platform used by government defense and intelligence agencies. It is the largest company on the list by market cap, but not by revenue, as you can see below. A year-to-date chart of its price performance shows how wild the meme-stock action can be:Palantir's stock was up 3% for 2021 through June 9, but its market cap had increased by 26% because the company had been raising cash by selling additional shares to investors. The company's following as a meme stock seems to spring more from its growth prospects than from short interest, which peaked at 8.5% of shares available for sale, according to FactSet.Wendy's Co. $(WEN)$ is another meme stock whose addition to the group may be a bit confusing, as the stock isn't heavily shorted and the company is stable. Thornton McEnery dug into the action on June 8, which may have included confusion over Wendy's ticker symbol , when the stock rose 26%.Read:Wendy's stock run-up prompts analyst downgrade but breakfast is driving growthContextLogic Inc. (WISH) is one of two stocks on the new list that have fallen this year. The mobile e-commerce company's stock opened below its initial public offering price before the IPO.Short interestKeeping the group in the same order, here are levels of short interest as percentages of available shares and in dollars:FactSet's data on short positions as a percentage of shares outstanding is updated twice a month. The data was updated overnight between June 9 and 10. The second update takes place around the 25th day of the month.Clover is the most heavily shorted stock on the list. Brad Lamensdorf, CEO of ActiveAlts in Westport, Conn., who runs long and short investment strategies, said previously that a short percentage \"over 30% to 40% is outrageously high.\" (Lamensdorf co-manages the AdvisorShares Ranger Equity Bear ETF (HDGE), which is meant to be used as a hedging tool.)A high percentage of shares sold short makes a stock especially dangerous for the short-sellers, because it can increase the intensity of any short squeeze.We have shown the short interest as a percentage of market cap in order to provide context. Tesla Inc. $(TSLA)$ is an excellent example to provide more context, because the company has such a large market capitalization of $576.8 billion. Only 5.16% of the shares are sold short, but that comes to $29.8 billion in short interest -- the most (in dollars) for any stock in the S&P 500. Amazon.com Inc. $(AMZN)$ ranks second for dollars of short interest in the benchmark index, with 1.09% of shares sold short, which comes to $18.1 billion in short interest for a company with a market cap of $1.66 trillion.Canoo Inc. (GOEV) is the second-most heavily shorted stock listed above, at 29.5%. The electric-vehicle maker was formed on Dec. 21 through the merger of Canoo Holdings Ltd. and Hennessy Capital Acquisition Corp. IV, a special purpose acquisition company, or SPAC. Canoo expects to produce its first vehicle in mid-2022 in limited quantities, with \"serial production launching in 2023,\" according to its 10-K report filed on March 31.Clean Energy Fuels Corp. $(CLNE.AU)$ provides natural gas for use as an alternative to gasoline or diesel for fleets of vehicles. The stock is 6.58% sold-short, but has had a good run this year as the energy sector has recovered.FundamentalsWe'll look back at sales results for this group of six meme stocks and then look ahead at sales estimates through 2023.Looking backFirst, here's a comparison of annual sales, in millions of dollars for the past five reported fiscal years (where available):You can see clear growth paths in recent years for Palantir, Wendy's and ContextLogic, while Clean Energy Fuels had understandable challenges from lower natural gas prices in 2020.Clover was incorporated on Oct. 18, 2019. It hasn't yet reported annual revenue. For the first quarter, the company reported $200.3 million in sales, up from $165.5 million in the first quarter of 2020. Clover merged with Social Capital Hedosophia Holdings Corp. III (a SPAC) on Jan. 7.Looking ahead -- salesStarting from a baseline of calendar 2021, here are sales estimates going out through 2023 among Wall Street analysts polled by FactSet:Double-digit or better sales growth is expected for all of the companies over the next two years except Wendy's. Price-to-sale ratios, based on closing share prices on June 9 and the 2023 estimates, are included. In comparison, the S&P 500 trades for 2.5 times its weighted aggregate consensus sales estimate for 2023.Looking ahead -- earningsHere are earnings-per-share estimates going out to 2023:You might not have expected the EPS projections to be particularly useful, but they underscore how high these stocks are trading. The S&P 500 trades for 18.4 times its consensus EPS estimate for 2023.The estimates show expected improvement for Palantir, if it manages to maintain its rapid sales growth. Wendy's is expected to improve EPS significantly even with modest sale growth, in part because of stock buybacks .Wall Street's opinionHere's a summary of opinion for this group of meme stocks among Wall Street analysts:So the Wall Street analysts have the most love for ContextLogic, with 82% \"buy\" or equivalent ratings. Second place goes to Clean Energy Fuels. For that company, the timing, in a year of economic and fuel-price recovery, not to mention the desire among many investors to help lower carbon emissions, seems perfect.Wall Street is skeptical of Palantir and Clover Health, but it would seem for different reasons, as Palantir already has a history of rapid sales growth.More meme-stock coverage:Don't miss: Here are the hottest stock sectors for Wall Street right now -- and analysts' favorite ways to play them-Philip van Doorn; 415-439-6400; AskNewswires@dowjones.com$(END)$ Dow Jones NewswiresJune 10, 2021 08:50 ET (12:50 GMT)Copyright (c) 2021 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":73,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164869831,"gmtCreate":1624192736523,"gmtModify":1631887025165,"author":{"id":"3569541446805658","authorId":"3569541446805658","name":"ChingYee","avatar":"https://static.tigerbbs.com/24687680699c2fdc61d34a41fcba1b8e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569541446805658","authorIdStr":"3569541446805658"},"themes":[],"htmlText":"[Sweats] ","listText":"[Sweats] ","text":"[Sweats]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/164869831","repostId":"2144170995","repostType":2,"repost":{"id":"2144170995","kind":"news","pubTimestamp":1624173029,"share":"https://www.laohu8.com/m/news/2144170995?lang=&edition=full","pubTime":"2021-06-20 15:10","market":"us","language":"zh","title":"贵了近10万元,却比Model 3销量还高!特斯拉Model Y一个月狂卖1.27万辆,那国产新能源呢?新数据来了","url":"https://stock-news.laohu8.com/highlight/detail?id=2144170995","media":"每日经济新闻","summary":"中汽协数据显示,5月,我国新能源汽车销量为21.7万辆,同比增长1.6倍,刷新当月纪录。特斯拉ModelY销量反超Model35月,国内新能源车市整体表现再度跑赢大盘。值得一提的是,本月特斯拉Model Y车型销量首度超过Model 3,升至国内新能源车型月度销量榜第二的位置。然而根据特斯拉中国官网报价,Model Y最低售价为34.79万元,比Model 3的25.09万元高了近10万元。有观点认为,如果没有这些出口车辆,Model 3在中国本地的销量可能会更高。","content":"<div>\n<p>来源:每日经济新闻第517期 |2021/06/19“目前我们还没有收到政府的通知,可以上‘绿牌’的宏光MINIEV是之前已经开过票的车,他们在3月已经提交了资格审查等各种资料。现在购买新车的话,仍旧无法上牌。”日前,上海某上汽通用五菱4S店销售人员告诉《每日经济新闻》记者。此前,坊间有传闻称,10万元以下或车长4.6米以内的新能源车在上海将不再获赠免费绿牌。记者走访上海车市时也发现,自4月中下旬...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2021-06-20/doc-ikqcfnca2132493.shtml\">Web Link</a>\n\n</div>\n","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\" 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href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2021-06-20/doc-ikqcfnca2132493.shtml><strong>每日经济新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源:每日经济新闻第517期 |2021/06/19“目前我们还没有收到政府的通知,可以上‘绿牌’的宏光MINIEV是之前已经开过票的车,他们在3月已经提交了资格审查等各种资料。现在购买新车的话,仍旧无法上牌。”日前,上海某上汽通用五菱4S店销售人员告诉《每日经济新闻》记者。此前,坊间有传闻称,10万元以下或车长4.6米以内的新能源车在上海将不再获赠免费绿牌。记者走访上海车市时也发现,自4月中下旬...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2021-06-20/doc-ikqcfnca2132493.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/f6b78ed0836da119cdb959ac6d3cb8e9","relate_stocks":{"160640":"新能源","399941":"新能源","000941.SH":"新能源","TSLA":"特斯拉"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2021-06-20/doc-ikqcfnca2132493.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144170995","content_text":"来源:每日经济新闻第517期 |2021/06/19“目前我们还没有收到政府的通知,可以上‘绿牌’的宏光MINIEV是之前已经开过票的车,他们在3月已经提交了资格审查等各种资料。现在购买新车的话,仍旧无法上牌。”日前,上海某上汽通用五菱4S店销售人员告诉《每日经济新闻》记者。此前,坊间有传闻称,10万元以下或车长4.6米以内的新能源车在上海将不再获赠免费绿牌。记者走访上海车市时也发现,自4月中下旬开始,五菱宏光MINIEV等微型纯电动车在上海市免费申请绿牌的工作受限。尽管在上海“遇阻”,但五菱宏光MINIEV依旧蝉联了5月新能源车型的销量冠军。同时,新能源车市的整体表现与之相似,在5月车市大盘出现微跌的背景下,仍然一枝独秀,保持了良好的增长势头。中汽协数据显示,5月,我国新能源汽车销量为21.7万辆,同比增长1.6倍,刷新当月纪录。1~5月,我国新能源汽车累计销售95万辆,同比增长2.2倍。同样火热的还有资本市场中的新能源汽车相关概念股,无论整车企业如比亚迪(002594.SZ)、长安汽车(000625.SZ)、长城汽车(601633.SH),还是产业链上下游个股如宁德时代(300750.SZ)、欣旺达(300207.SZ)等,股价均出现大幅上涨。6月,是汽车市场的传统销售淡季,新能源汽车能否在该月继续保持此前的高增长速度?资本市场的热度又能维持多久?特斯拉ModelY销量反超Model35月,国内新能源车市整体表现再度跑赢大盘。乘联会数据显示,5月我国新能源乘用车批发销量为19.6万辆,环比4月增长6.7%,同比增长174.2%,呈现强势增长的良好态势。其中,纯电动车的批发销量为16.2万辆,同比增长186.1%;插电混动车型销量为3.4万辆,同比增长128.5%。制表:每经记者李硕“5月新能源乘用车销量呈现超强增长走势是高低端市场持续走强的结果,尤其是入门级新能源车市场总体走势平稳,没有出现超越正常走势的剧烈下滑局面,这也是受市场化购买力的影响。”全国乘用车市场信息联席会秘书长崔东树表示。值得一提的是,5月高端纯电动车和入门级纯电动车的合计销量占整体纯电动车销量的比重已达到60%。制表:每经记者李硕分品牌来看,5月国内新能源乘用车市场多元化发力,共有4家企业零售销量破万。其中,上汽通用五菱以3.32万辆的成绩,连续十个月坐稳中国新能源汽车月度销量榜首之位;比亚迪则以单月3.19万辆的销售成绩成功超越特斯拉位列第二;特斯拉中国则完成2.19万辆销量,下滑至第三;第四名广汽埃安销量为1.04万辆,与前三名仍存在不小差距。值得一提的是,本月特斯拉Model Y车型销量首度超过Model 3,升至国内新能源车型月度销量榜第二的位置。事实上,在Model Y车型发布前,特斯拉CEO埃隆·马斯克就曾预测Model Y将成为特斯拉最畅销的汽车,并称这款车的销量很可能超过Model S、Model 3和Model X的总和。这一预言如今看来有可能成真,根据追踪全球电动汽车销量的电动汽车销售博客(EV Sales Blog)数据,特斯拉Model Y在4月成为世界第二大畅销电动汽车,将Model 3推至第三位。然而根据特斯拉中国官网报价,Model Y最低售价为34.79万元,比Model 3的25.09万元高了近10万元。制表:每经记者李硕同样值得关注的是,自主品牌成为目前新能源汽车市场的“主要力量”。乘联会发布的数据显示,5月自主品牌中的新能源车渗透率为24.7%;豪华车中新能源车渗透率为10.8%;而主流合资品牌中的新能源车渗透率仅有1.7%。新能源车出口继续保持高增速5月我国新能源汽车的出口量呈爆发式增长,其中特斯拉中国出口1.15万辆,出口地包括欧洲和澳大利亚等地。有观点认为,如果没有这些出口车辆,Model 3在中国本地的销量可能会更高。此外,上汽乘用车的新能源车出口量为2430辆,江淮汽车出口新能源车549辆,比亚迪出口223辆,爱驰汽车出口143辆,其他车企新能源车出口也正蓄势待发。“5月新能源汽车出口1.8万辆,虽然相比15万辆的出口总量属于低位,但接近2万辆的出口量说明我国新能源汽车在国际市场上的竞争力。”中汽协副秘书长陈士华表示,“新能源汽车是我们接触发达国家汽车市场的一个很好的机会。”“我觉得进军欧洲新能源汽车市场是个非常好的机会,如果把握住这次机会的话,我们就实实在在地实现了弯道超车,也可以借鉴日韩在上世纪六七十年代大规模进入欧美市场的模式,这铸就了它们的汽车强国之路。”中国欧洲经济技术合作协会常务副会长兼秘书长陈璟玥表示。与此同时,5月动力电池装机量也与新能源车销量“齐头并进”,保持着高速增长。5月国内动力电池装车量总计9.8GWh,同比上升178.2%,环比增加16.2%。其中,三元材料电池装车5.2GWh,同比上升95.3%,占总装机量的53.06%;磷酸铁锂电池装车4.5GWh,同比上升458.6%,环比增长40.9%,在总装机量占比中上升至45.92%。制表:每经记者李硕充电基础设施方面,2021年5月,我国新增公共充电桩1.62万台,同比增长60.6%。截至2021年5月,全国充电基础设施累计数量为187.0万台,同比增加43.9%;换电站保有量644座。兴业证券研报认为,2021年是国内、海外新能源汽车市场需求共振的大年,优质车型快速集中上市,驱动私人消费持续放量,全年需求推动产能趋势显著。以当前国内主流整车厂年度排产规划及合理库存水平为前提下,预计6月国内新能源乘用车销量可达20.5万辆,二季度销量约为60万~62万辆,上调全年新能源乘用车销量预期至240万辆。特斯拉欧洲市场销量大幅反弹与中国类似,5月,欧洲和美国的电动车同样延续着高增长之势。欧洲方面,德国、法国、挪威、英国、瑞典、意大利六国电动车单月销量合计13.6万辆,同比增长294%,环比增长11%。其中,挪威电动车渗透率已突破80%,瑞典接近40%,德国渗透率也已突破20%,英法两国接近15%,表明欧洲汽车电动化进程正在不断提速。制表:每经记者李硕值得一提的是,5月,特斯拉在欧洲交付约9143辆新车,同比上升239%,环比上升587%,1~5月特斯拉在欧洲累计交付新车4.21万辆,同比上升44%。从欧洲2018年~2020年的新能源汽车销量数据看,特斯拉一直保持着季初低季末高的交付节奏,4月作为二季度初销量相对较低,而今年4月恰逢缺芯,以及Model Y产线更新出现近2周停产,销量出现大幅下滑,但5月销量出现明显回弹。与特斯拉的强势反弹相比,4月欧洲新能源车销量前两位的大众ID系列在本月销量出现下滑。根据EV sales数据,本月挪威、瑞典、芬兰、丹麦、瑞士、荷兰、意大利、西班牙八国的大众ID.4销量为2395辆,环比下降47%,ID.3销量为1538辆,环比基本持平。大众汽车方面预计全年将交付10万辆ID.4,其中三分之二投向欧洲,而今年1~4月欧洲ID.4销量为1.33万辆。美国方面,5月美国电动车销量为5.38万辆,同比上升187%,环比提升19%,电动化渗透率为3.4%,维持增长态势。1~5月美国新能源车累计销量20.53万辆。有观点认为,在美国新能源政策规划下,美国电动车市场在供需两端均会得到刺激。中泰证券认为,随着疫苗的普及,海外复苏步入正轨,叠加一线车企优质电动车型供应加速,驱动市场与产业链景气度进一步上行。跟踪欧洲政策与车企电动化的边际变化,只要边际变化不减速,欧洲电动车销量长期维持高速增长的趋势将不会改变。产业链个股5月狂欢5月,新能源汽车产业链个股在资本市场主演了一场“大戏”。在终端需求旺盛的推动下,电解液、六氟磷酸锂、锂盐等锂电产业链出现不同程度的供应紧张,价格出现暴涨。截至6月9日,六氟磷酸锂报收31.5万元/吨,较年初价格上涨了186.4%。川财证券研报认为,由于六氟磷酸锂具有化工属性,项目的实施需通过环证书编保、安全等多部门的审批,扩产周期一般为1~2年,预计今年内六氟磷酸锂价格继续维持高位。节节高升的价格让资本疯狂。天赐材料(002709.SZ)、多氟多(002407.SZ)、天际股份(002759.SZ)等六氟磷酸锂相关个股股价一年涨幅最多超过60%。以天赐材料为例,去年6月初股价在27元/股上下浮动,截至今年6月10日收盘,其股价已经飙升至100.7元/股,一年涨幅近3倍。不止是六氟磷酸锂相关个股,整个新能源汽车产业链几乎都一片繁盛。如,宁德时代(300750.SZ)市值增加了1069.71亿元;隔膜概念股星源材质(300568.SZ)股价涨幅为50.23%。制表:每经记者段思瑶资本市场对新能源汽车产业链个股的看好,正是源自终端消费市场的持续向好。在A股市场,整车股也难得整齐划一地出现股价上涨。制表:每经记者段思瑶5月,比亚迪(002594.SZ)终于摆脱了困扰其两个月的股价下跌状况,市值增长了575.92亿元;长安汽车(000625.SZ)蹭上“华为概念”,收盘股价三次涨停,月股价涨幅为45.08%,市值也猛涨401.47亿元。H股的吉利汽车(00175.HK)、北京汽车(01958.HK)、恒大汽车(00708.HK)则没有这么好运,5月股价齐跌,其中恒大汽车5月股价下跌41.72%,市值蒸发2208.66亿港元。制表:每经记者段思瑶5月13日,中国恒大(3333.HK)发布公告称,为了满足恒大汽车下一步进入港股通的必要条件,以每股40.92港元配售2.6亿股恒大汽车股份,配股金额约106亿港元。当天,恒大汽车盘中股价最高跌幅超过15%。有观点认为,纳入港股通后,恒大汽车南下资金将会增加股票交易活跃度,也继续加剧股价波动。制表:每经记者段思瑶造车新势力方面,“美股造车三兄弟”一改4月独自上涨的势头,5月,蔚来(NIO)股价急转向下,市值蒸发20亿美元。有分析称,受半导体芯片供应短缺影响,以及部分物流调整的问题,蔚来5月新车交付受到了不利影响。同样,处于舆论风暴中的特斯拉(TSLA),5月市值也蒸发了811.04亿美元。相比之下,随着传统汽车企业在节能与电动车领域的快速转型,资本对其信心也在不断提升。5月,在汽车上市公司排行中,丰田汽车以210.8亿美元的市值增长额位列第一,大众和福特市值也分别增加了166.2亿美元和119.4亿美元。华福证券分析师林子健认为:“汽车板块或已度过预期最悲观的时间段,将迎来布局良机,更有转型潜力的自主品牌,以及智能驾驶和新能源汽车产业链将成为关注的重点。”上下游企业提前深度绑定六氟磷酸锂等材料价格的持续走高,让新能源汽车上下游企业之间的绑定时间不断提前。5月27日,天赐材料全资子公司宁德市凯欣电池材料有限公司与宁德时代签订的《物料供货框架协议》约定,六氟磷酸锂按协议锁定的基准价格进行报价,其他原材料及各项费用的报价以双方另行书面确认的报价单为准,如其他原材料市场价格涨跌幅超过10%的,则双方重新确认报价。随后,在6月2日,宁德时代又与长城汽车签署了十年长期战略合作框架协议。东吴证券研报认为,对车企而言,深度绑定电池厂的意义在于锂电体系技术渗透和提升议价能力;对电池厂商而言,加深车企合作有利于进一步动力电池技术的推进,或开启整车方面合作。宁德时代上下密集布局背后,新能源汽车市场的新进入者在不断闯入。目前,360公司已经开启汽车团队组建,招聘岗位涉及感知融合算法、软件架构、信息安全、智能驾驶开发等,所有岗位的推荐奖金共计高达数十万。除此之外,政策层面也在不断为新能源汽车市场注入“强心针”。5月29日,海南省在发布的《关于海南省2021年促进新能源汽车消费综合奖励申报的通知》中提出,在2021年1月1日至2021年12月31日期间购买,并在2022年1月15日前完成初次登记上牌的新能源汽车可申报综合奖励。具体标准为,购车价格在10万元以下的每辆奖励6000元,购车价格在10万元(含)~20万元(含)的每辆奖励8000元,购车价格在20万元以上的每辆奖励1万元。山西证券研报认为,目前基础设施较为完善的城市选择新能源车型已有较高性价比,预计下半年燃油车增速趋于放缓,新能源车将继续保持强劲增长。记者:李硕 段思瑶编辑:孙磊 段炼 杜波","news_type":1},"isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169341038,"gmtCreate":1623818732424,"gmtModify":1631890823621,"author":{"id":"3569541446805658","authorId":"3569541446805658","name":"ChingYee","avatar":"https://static.tigerbbs.com/24687680699c2fdc61d34a41fcba1b8e","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569541446805658","authorIdStr":"3569541446805658"},"themes":[],"htmlText":"[Doubt] ","listText":"[Doubt] ","text":"[Doubt]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/169341038","repostId":"2143643147","repostType":2,"repost":{"id":"2143643147","kind":"news","pubTimestamp":1623815352,"share":"https://www.laohu8.com/m/news/2143643147?lang=&edition=full","pubTime":"2021-06-16 11:49","market":"us","language":"zh","title":"英国竞争监管机构对苹果和谷歌开展调查","url":"https://stock-news.laohu8.com/highlight/detail?id=2143643147","media":"威锋网","summary":"英国竞争与市场管理局 对苹果和谷歌的智能手机平台、应用商店以及网络浏览器在移动生态系统中的主导地位开展调查。CMA 表示,消费者可能在广泛的领域遭受损失。CMA 首席执行官 Andrea Coscelli在一份政府声明中表示:“苹果和谷歌控制着人们通过手机下载应用程序或浏览网页的主要网关——无论他们是想购物、玩游戏、收听流媒体音乐还是看电视。”CMA正在寻找由于苹果和谷歌的行为和市场力量而导致创新领域减少的证据。研究结果将在一年内公布。","content":"<html><body><article><p>英国竞争与市场管理局 (CMA)对<a href=\"https://laohu8.com/S/AAPL\">苹果</a>和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>的智能手机平台(iOS 和 Android)、应用商店(App Store 和 Google Play Store)以及网络浏览器(Safari 和 Chrome)在移动生态系统中的主导地位开展调查。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13659359830/0\"/><p>CMA 表示,消费者可能在广泛的领域遭受损失。CMA 首席执行官 Andrea Coscelli在一份政府声明中表示:“苹果和谷歌控制着人们通过手机下载应用程序或浏览网页的主要网关——无论他们是想购物、玩游戏、收听流媒体音乐还是看电视。”“我们正在研究苹果和谷歌的行为是否会给消费者和一些企业带来问题。”</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13659359831/0\"/><p>调查范围将涵盖各种产品、内容和服务(例如音乐、电视和视频)流;健身追踪、购物和银行业务等。</p><p>CMA正在寻找由于苹果和谷歌的行为和市场力量而导致创新领域减少的证据。并且还将调查这些公司的市场力量对其他领域造成的影响。</p><p>研究结果将在一年内公布。</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>英国竞争监管机构对苹果和谷歌开展调查</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021061612362879c6b098&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/7cb1a202ad9a99e9e2852de348daca32","relate_stocks":{"GOOG":"谷歌","09086":"华夏纳指-U","QNETCN":"纳斯达克中美互联网老虎指数","03086":"华夏纳指","GOOGL":"谷歌A","AAPL":"苹果"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021061612362879c6b098&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2143643147","content_text":"英国竞争与市场管理局 (CMA)对苹果和谷歌的智能手机平台(iOS 和 Android)、应用商店(App Store 和 Google Play Store)以及网络浏览器(Safari 和 Chrome)在移动生态系统中的主导地位开展调查。CMA 表示,消费者可能在广泛的领域遭受损失。CMA 首席执行官 Andrea 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","text":"新格局[Serious]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/166647142","repostId":"2144727876","repostType":2,"repost":{"id":"2144727876","kind":"news","pubTimestamp":1624002168,"share":"https://www.laohu8.com/m/news/2144727876?lang=&edition=full","pubTime":"2021-06-18 15:42","market":"us","language":"zh","title":"电池变局:“低成本”磷酸铁锂逆袭,比亚迪、特斯拉、苹果纷纷站队","url":"https://stock-news.laohu8.com/highlight/detail?id=2144727876","media":"时代周报","summary":"“5月份磷酸铁锂电池单月产量超过了三元电池,达到了63.6%。”换言之,“性价比”或成为磷酸铁锂电池近期备受青睐的关键因素。三元锂电池和磷酸铁锂电池的技术路线之“争”,持续已久。据了解,三元锂电池相比磷酸铁锂电池,在电池能量密度、大功率充放电以及耐低温性等方面更具优势,而磷酸铁锂电池则在制造成本、循环寿命以及安全稳定性上更突出。","content":"<html><body><article><p>“5月份磷酸铁锂电池单月产量超过了三元电池,(产量占比)达到了63.6%。”</p><p>日前,<a href=\"https://laohu8.com/S/002594\">比亚迪</a>集团董事长兼总裁王传福在2021中国汽车重庆论坛上,指出曾经边缘化的磷酸铁锂电池已经重回主流且产量持续高涨。据悉,在5月中国磷酸铁锂电池产量达8.8GWh,同比增长317.3%,近三年来首次单月产量超越三元电池,后者5月产量为5GWh。</p><p>此前,磷酸铁锂电池的发展曾因能量密度相对较低、耐低温性能较弱等短板而在与三元锂的竞赛中落于下风。但由于其循环寿命、制造成本等方面确有明显优势,此类电池多被应用于商用车领域。</p><p>如今,随着技术的发展,磷酸铁锂成为车企、电池厂商等多方面玩家发力的领域,成功进入到私人用车市场消费者的视野中。</p><p>据时代周报记者梳理,近日,包括比亚迪、<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>等新能源汽车巨头都传出将进一步扩大搭载磷酸铁锂电池的车型产品线,甚至有外媒报道<a href=\"https://laohu8.com/S/AAPL\">苹果</a>造车项目也将与磷酸铁锂电池密切相关。</p><p>对此,有专家认为,除技术进步外,近期高涨的电池成本或也是目前风口转变的原因。</p><p>“目前铁锂电池装机占比显著提升,只是因为在大通胀的背景下成本矛盾更突出而已”,6月16日,真锂研究院创始人墨柯接受时代周报记者采访时表示。</p><p>换言之,“性价比”或成为磷酸铁锂电池近期备受青睐的关键因素。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210618154318436v24632jdue6s2lo\"/><p><strong>磷酸铁锂向左、三元锂向右?</strong></p><p>三元锂电池和磷酸铁锂电池的技术路线之“争”,持续已久。</p><p>三元锂和磷酸铁锂电池,本质差异在于电芯正极材料,前者以镍钴锰酸锂为正极材料、后者则为磷酸铁锂。基于正极材料的不同,两者作为新能源车动力电池在成本、性能(包括续航、充放电功率)、安全等方面会呈现较大的不同。</p><p>据了解,三元锂电池相比磷酸铁锂电池,在电池能量密度、大功率充放电以及耐低温性等方面更具优势,而磷酸铁锂电池则在制造成本、循环寿命以及安全稳定性上更突出。</p><p>其中,正是磷酸铁锂电池热稳定性更优的特点,令其成功借此前甚嚣尘上的新能源车自燃问题重回消费者视野当中。2020年,比亚迪更通过“刀片电池”将磷酸铁锂电池成功带“出圈”,一次次的“针刺实验”营销,树立了磷酸铁锂电池在市场中的“安全性”标签。</p><p>近2年,磷酸铁锂的电池产能迎来迅速扩张,根据中国汽车动力电池产业创新联盟的数据显示,2020年,我国动力电池累计销量65.9GWh,同比下降12.9%。其中,值得一提的是,磷酸铁锂电池累计销售30.8GWh,同比增长49.2%,成为销量唯一同比增长的动力电池类型。</p><p>如此势头下,磷酸铁锂电池将彻底压倒三元锂电池成为动力电池主流?</p><p>6月16日,有业内人士向时代周报记者指出,至少从目前看,两种技术路线将持续并行发展,且三元锂电池由于在电池能量密度、大功率充放电以及耐低温性的优势,或更适用于电动车的高端车型。</p><p>“搭载以安全著称的磷酸铁锂刀片电池的比亚迪汉EV(四驱高性能版),官方在北京金港赛道跑出了1分25秒的成绩。而搭载LG‘811‘三元锂电池的最低配国产特斯拉Model 3,在同条赛道上则能跑出近1分22秒的成绩。”</p><p>上述业内人士指出,以特斯拉为例,其对磷酸铁锂以及三元锂电池的定性很清晰可见,入门车型用磷酸铁锂电池,中高端车型用三元锂电池,“特斯拉最新的4680电池、NCMA四元电池本质上都是基于三元锂电池的研发新成果”。</p><p><strong>车企难拒铁锂电池</strong></p><p>在目前的市场中,不论是作为动力电池的生产商(<a href=\"https://laohu8.com/S/300750\">宁德时代</a>、比亚迪),还是车企(小鹏、特斯拉),对于磷酸铁锂电池的路线目前都保持了较高的关注度。</p><p>近日,已有市场消息称,苹果公司正在与中国的宁德时代和比亚迪就动力电池供应一事进行谈判。苹果倾向于为其即将推出的电动汽车搭载磷酸铁锂电池。</p><p>此外,有市场消息表示,国产特斯拉Model Y或搭载磷酸铁锂电池并可能在7月份发布。</p><p>另外,作为国内造车头部新势力的<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>,在其新车N5的工信部申报中,也透露了其搭载最大功率为155千瓦的驱动电机,并配备磷酸铁锂电池。</p><p>值得一提的是,今年3月,小鹏P7已推出磷酸铁锂版本,随后该车型4、5月份的交付量便屡创纪录,外界甚至将磷酸铁锂比喻为P7的“解药”。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210618154319262v2460jqqpoffedy\"/><p>“小鹏P7磷酸铁锂版本自今年3月推出以来,市场需求强劲。刚结束的五月交付里,是磷酸铁锂版本P7首月交付,从整体数据来看,小鹏P7交付量达到3,797台,创下自2020年7月大规模交付以来的最高月交付纪录。这其中除了原有版本保持势头外,磷酸铁锂版本成为了变量的助攻”,6月17日,小鹏汽车方面表示。</p><p>值得一提的是,一名车企新能源人士表示,“市场层面,我个人理解是尤其是南方市场,寒冷气温较少,对于电池耐低温的要求较低,其实是比较倾向磷酸铁锂的”。</p><p>作为搭载磷酸铁锂电池的车型,如小鹏P7,由于电池成本的优势,其得以在定价不变的前提下,增配更丰富舒适及智能化配置。对于消费者而言,车辆性价比更高,车企的潜在消费市场也相应扩大。</p><p>除了直接定义和研发电动车产品的车企,嗅到了市场需求的变化,在电动汽车产业链中,动力电池厂商无疑也是其中的关键一环。</p><p>其中,除了广为人知,一直坚持“压注”磷酸铁锂技术路线的比亚迪。作为目前全球最大的动力电池厂商龙头,宁德时代的磷酸铁锂电池装机量数据达13.68GWh,在2020年整体市场的占比达58.9%,为磷酸铁锂电池装机量冠军。</p><p>在上述车企和电池厂商的共同助推下,磷酸铁锂目前已迎来了新一轮发展高峰期。不过,此轮发展的推动力,有业内人士认为,主要还是在目前原材料成本上升的大环境下,企业出于成本和产品性价比的考量。</p><p>日前,有媒体梳理,作为高镍三元锂电池的关键原材料,氢氧化锂价格今年以来持续攀升。万得数据显示,截至5月21日,国产氢氧化锂报价为8.9万元/吨,为连续22周上涨,今年以来累计涨幅达82%。</p><p>因此,有业界人士认为磷酸铁锂最近的产能爆发或并非长期因素。</p><p>“目前来看,应该是个别月份的特殊情况。全年的装机占比预测,个人目前还是坚持之前的看法铁锂占比40%,三元占比60%不到(还有极少量是锰酸锂、钛酸锂电池)”,一名锂电池行业研究人士表示。</p><p>同时,也有相关人士认为,制造成本将是影响未来这两种电池技术路线的核心因素。特别是在目前的“换电风口”下,随着快速补能设施如换电站的铺开,以及车电分离模式的发展,关于电池技术路线的“讨论”或也将再生变。</p><p>“如果换电等快速补能方式可以成为主流,两种正极材料的技术路线的竞争关键就在于成本了。虽然目前磷酸铁锂拥有<span>成本优势</span>,但是理论上,三元电池成本是可以做到不高于铁锂的,因为电池成本是按每kWh计算的,每kWh的高镍三元电池,各种材料用量都显著低于铁锂”,6月16日,上述人士表示。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE 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{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电池变局:“低成本”磷酸铁锂逆袭,比亚迪、特斯拉、苹果纷纷站队\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-18 15:42 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202106181543237c160613&s=b><strong>时代周报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“5月份磷酸铁锂电池单月产量超过了三元电池,(产量占比)达到了63.6%。”日前,比亚迪集团董事长兼总裁王传福在2021中国汽车重庆论坛上,指出曾经边缘化的磷酸铁锂电池已经重回主流且产量持续高涨。据悉,在5月中国磷酸铁锂电池产量达8.8GWh,同比增长317.3%,近三年来首次单月产量超越三元电池,后者5月产量为5GWh。此前,磷酸铁锂电池的发展曾因能量密度相对较低、耐低温性能较弱等短板而在与三元...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202106181543237c160613&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/51b3bf71a5b88b7052f7881987e62de7","relate_stocks":{"TSLA":"特斯拉","002594":"比亚迪","01211":"比亚迪股份","09086":"华夏纳指-U","03086":"华夏纳指","AAPL":"苹果"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202106181543237c160613&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2144727876","content_text":"“5月份磷酸铁锂电池单月产量超过了三元电池,(产量占比)达到了63.6%。”日前,比亚迪集团董事长兼总裁王传福在2021中国汽车重庆论坛上,指出曾经边缘化的磷酸铁锂电池已经重回主流且产量持续高涨。据悉,在5月中国磷酸铁锂电池产量达8.8GWh,同比增长317.3%,近三年来首次单月产量超越三元电池,后者5月产量为5GWh。此前,磷酸铁锂电池的发展曾因能量密度相对较低、耐低温性能较弱等短板而在与三元锂的竞赛中落于下风。但由于其循环寿命、制造成本等方面确有明显优势,此类电池多被应用于商用车领域。如今,随着技术的发展,磷酸铁锂成为车企、电池厂商等多方面玩家发力的领域,成功进入到私人用车市场消费者的视野中。据时代周报记者梳理,近日,包括比亚迪、特斯拉等新能源汽车巨头都传出将进一步扩大搭载磷酸铁锂电池的车型产品线,甚至有外媒报道苹果造车项目也将与磷酸铁锂电池密切相关。对此,有专家认为,除技术进步外,近期高涨的电池成本或也是目前风口转变的原因。“目前铁锂电池装机占比显著提升,只是因为在大通胀的背景下成本矛盾更突出而已”,6月16日,真锂研究院创始人墨柯接受时代周报记者采访时表示。换言之,“性价比”或成为磷酸铁锂电池近期备受青睐的关键因素。磷酸铁锂向左、三元锂向右?三元锂电池和磷酸铁锂电池的技术路线之“争”,持续已久。三元锂和磷酸铁锂电池,本质差异在于电芯正极材料,前者以镍钴锰酸锂为正极材料、后者则为磷酸铁锂。基于正极材料的不同,两者作为新能源车动力电池在成本、性能(包括续航、充放电功率)、安全等方面会呈现较大的不同。据了解,三元锂电池相比磷酸铁锂电池,在电池能量密度、大功率充放电以及耐低温性等方面更具优势,而磷酸铁锂电池则在制造成本、循环寿命以及安全稳定性上更突出。其中,正是磷酸铁锂电池热稳定性更优的特点,令其成功借此前甚嚣尘上的新能源车自燃问题重回消费者视野当中。2020年,比亚迪更通过“刀片电池”将磷酸铁锂电池成功带“出圈”,一次次的“针刺实验”营销,树立了磷酸铁锂电池在市场中的“安全性”标签。近2年,磷酸铁锂的电池产能迎来迅速扩张,根据中国汽车动力电池产业创新联盟的数据显示,2020年,我国动力电池累计销量65.9GWh,同比下降12.9%。其中,值得一提的是,磷酸铁锂电池累计销售30.8GWh,同比增长49.2%,成为销量唯一同比增长的动力电池类型。如此势头下,磷酸铁锂电池将彻底压倒三元锂电池成为动力电池主流?6月16日,有业内人士向时代周报记者指出,至少从目前看,两种技术路线将持续并行发展,且三元锂电池由于在电池能量密度、大功率充放电以及耐低温性的优势,或更适用于电动车的高端车型。“搭载以安全著称的磷酸铁锂刀片电池的比亚迪汉EV(四驱高性能版),官方在北京金港赛道跑出了1分25秒的成绩。而搭载LG‘811‘三元锂电池的最低配国产特斯拉Model 3,在同条赛道上则能跑出近1分22秒的成绩。”上述业内人士指出,以特斯拉为例,其对磷酸铁锂以及三元锂电池的定性很清晰可见,入门车型用磷酸铁锂电池,中高端车型用三元锂电池,“特斯拉最新的4680电池、NCMA四元电池本质上都是基于三元锂电池的研发新成果”。车企难拒铁锂电池在目前的市场中,不论是作为动力电池的生产商(宁德时代、比亚迪),还是车企(小鹏、特斯拉),对于磷酸铁锂电池的路线目前都保持了较高的关注度。近日,已有市场消息称,苹果公司正在与中国的宁德时代和比亚迪就动力电池供应一事进行谈判。苹果倾向于为其即将推出的电动汽车搭载磷酸铁锂电池。此外,有市场消息表示,国产特斯拉Model Y或搭载磷酸铁锂电池并可能在7月份发布。另外,作为国内造车头部新势力的小鹏汽车,在其新车N5的工信部申报中,也透露了其搭载最大功率为155千瓦的驱动电机,并配备磷酸铁锂电池。值得一提的是,今年3月,小鹏P7已推出磷酸铁锂版本,随后该车型4、5月份的交付量便屡创纪录,外界甚至将磷酸铁锂比喻为P7的“解药”。“小鹏P7磷酸铁锂版本自今年3月推出以来,市场需求强劲。刚结束的五月交付里,是磷酸铁锂版本P7首月交付,从整体数据来看,小鹏P7交付量达到3,797台,创下自2020年7月大规模交付以来的最高月交付纪录。这其中除了原有版本保持势头外,磷酸铁锂版本成为了变量的助攻”,6月17日,小鹏汽车方面表示。值得一提的是,一名车企新能源人士表示,“市场层面,我个人理解是尤其是南方市场,寒冷气温较少,对于电池耐低温的要求较低,其实是比较倾向磷酸铁锂的”。作为搭载磷酸铁锂电池的车型,如小鹏P7,由于电池成本的优势,其得以在定价不变的前提下,增配更丰富舒适及智能化配置。对于消费者而言,车辆性价比更高,车企的潜在消费市场也相应扩大。除了直接定义和研发电动车产品的车企,嗅到了市场需求的变化,在电动汽车产业链中,动力电池厂商无疑也是其中的关键一环。其中,除了广为人知,一直坚持“压注”磷酸铁锂技术路线的比亚迪。作为目前全球最大的动力电池厂商龙头,宁德时代的磷酸铁锂电池装机量数据达13.68GWh,在2020年整体市场的占比达58.9%,为磷酸铁锂电池装机量冠军。在上述车企和电池厂商的共同助推下,磷酸铁锂目前已迎来了新一轮发展高峰期。不过,此轮发展的推动力,有业内人士认为,主要还是在目前原材料成本上升的大环境下,企业出于成本和产品性价比的考量。日前,有媒体梳理,作为高镍三元锂电池的关键原材料,氢氧化锂价格今年以来持续攀升。万得数据显示,截至5月21日,国产氢氧化锂报价为8.9万元/吨,为连续22周上涨,今年以来累计涨幅达82%。因此,有业界人士认为磷酸铁锂最近的产能爆发或并非长期因素。“目前来看,应该是个别月份的特殊情况。全年的装机占比预测,个人目前还是坚持之前的看法铁锂占比40%,三元占比60%不到(还有极少量是锰酸锂、钛酸锂电池)”,一名锂电池行业研究人士表示。同时,也有相关人士认为,制造成本将是影响未来这两种电池技术路线的核心因素。特别是在目前的“换电风口”下,随着快速补能设施如换电站的铺开,以及车电分离模式的发展,关于电池技术路线的“讨论”或也将再生变。“如果换电等快速补能方式可以成为主流,两种正极材料的技术路线的竞争关键就在于成本了。虽然目前磷酸铁锂拥有成本优势,但是理论上,三元电池成本是可以做到不高于铁锂的,因为电池成本是按每kWh计算的,每kWh的高镍三元电池,各种材料用量都显著低于铁锂”,6月16日,上述人士表示。","news_type":1},"isVote":1,"tweetType":1,"viewCount":388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}