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李光照

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2021-03-06

$特斯拉(TSLA)$今晚很多人不能睡好觉了！！

2021-03-06

$祁连国际(QLI)$看不到底呀！！

2021-02-10

哪位大神帮解一下，在1.55买进，现价1.63，怎么还是亏损的呢？均价怎么差得那么远啊！🤣🤣

2021-02-02

也是被苹果玩了一把的吧！

好一出分手大戏，欧菲光被苹果抛弃，隔夜亏损360亿

2021-01-21

我长大了！

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/QLI\">$祁连国际(QLI)$</a>看不到底呀！！","text":"$祁连国际(QLI)$看不到底呀！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/367443148","isVote":1,"tweetType":1,"viewCount":1410,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":381954382,"gmtCreate":1612924313446,"gmtModify":1703766996439,"author":{"id":"3569555561930060","authorId":"3569555561930060","name":"李光照","avatar":"https://static.tigerbbs.com/3b026595fd68505a2ceda75963e23836","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569555561930060","authorIdStr":"3569555561930060"},"themes":[],"htmlText":"哪位大神帮解一下，在1.55买进，现价1.63，怎么还是亏损的呢？均价怎么差得那么远啊！🤣🤣","listText":"哪位大神帮解一下，在1.55买进，现价1.63，怎么还是亏损的呢？均价怎么差得那么远啊！🤣🤣","text":"哪位大神帮解一下，在1.55买进，现价1.63，怎么还是亏损的呢？均价怎么差得那么远啊！🤣🤣","images":[{"img":"https://static.tigerbbs.com/4528a6afb0c1c53910ecd42e60519d83","width":"1080","height":"2737"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/381954382","isVote":1,"tweetType":1,"viewCount":909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":315637675,"gmtCreate":1612240946997,"gmtModify":1703759186345,"author":{"id":"3569555561930060","authorId":"3569555561930060","name":"李光照","avatar":"https://static.tigerbbs.com/3b026595fd68505a2ceda75963e23836","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569555561930060","authorIdStr":"3569555561930060"},"themes":[],"htmlText":"也是被苹果玩了一把的吧！","listText":"也是被苹果玩了一把的吧！","text":"也是被苹果玩了一把的吧！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315637675","repostId":"2108770802","repostType":2,"repost":{"id":"2108770802","pubTimestamp":1612183170,"share":"https://www.laohu8.com/m/news/2108770802?lang=&edition=full","pubTime":"2021-02-01 20:39","market":"us","language":"zh","title":"好一出分手大戏，欧菲光被苹果抛弃，隔夜亏损360亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2108770802","media":"观察者网","summary":"到2020年，苹果将成为欧菲光最大的客户，创造收入约103亿元，占欧菲光总收入的28%，其 中光学 产品收入80亿元。事实证明，舆论中，主动剥离苹果业务充分证实欧菲光已被踢出苹果供应链，且此前传闻属实。目前，欧菲光四个子公司的总资产和净资产分别为113.39亿元和37.64亿元。截至2020年9月底，欧菲光，这一家昔日小龙头的可用货币资金仅为20.77亿元，但一年内到期的有息债务为92.5亿元，两者的缺口高达71.73亿元。","content":"<html><body><article><p>最近，除了华尔街大吸血的动荡之外，还有一则消息在欧美市场大热，那就是作为<a href=\"https://laohu8.com/S/AAPL\">苹果</a>产业链的明星公司， <a href=\"https://laohu8.com/S/002456\">欧菲光</a> 宣布与苹果“分手”。</p><p>早在1月25日晚间，这场大戏就开始上演——欧菲光公告称，未与 <a href=\"https://laohu8.com/S/002475\">立讯精密</a> 签订任何协议或达成任何初步意向，并宣布华南厂的德尔塔（广州）等四家子公司将打包出售。</p><p>这一则新闻在一周之内被愈演愈热，除了iphone13（或称iPhone12s）的模型机上热搜外，苹果最被关注的恐怕就是这档子事儿。</p><p>总之，有一个且以上的工厂出售，但它们肯定不是出售给立讯。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210201205833566d235g1ch7ps3jez\"/><p>欧菲光这家公司成立于2002年8月，最初是依靠生产红外截止滤光片起家的。</p><p>从最初的触摸屏和触摸显示业务，到后来开始热度提升的摄像头模块业务，再到近年来大火的生物识别业务，欧菲光可谓是发展迅速。</p><p>十年间，乘着人工智能的飞速发展列车，欧菲光营收从2010年的6.18亿元增加到2019年的519.74亿元，增长了84倍，但<span>净利润</span>却从5200万元增加到5.16亿元，增长不到10倍。</p><p>这可以理解为一种以牺牲盈利能力为代价的快速扩张。</p><p>而这一家屏幕巨头快速扩张的部分原因是苹果业务的大力支持。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210201205834701d2359u17g321lea\"/><p>2016年，欧菲光曾经以15.8亿元的价格从<a href=\"https://laohu8.com/S/SNE\">索尼</a>手里收购了索尼电子的华南有限公司。</p><p>当时，索尼手里握有苹果50%的前置机市场份额和10%的后置机市场份额，而这一重点工厂负责的是主要的相关生产。</p><p>到2020年，苹果将成为欧菲光最大的客户，创造收入约103亿元，占欧菲光总收入的28%，其 <a href=\"https://laohu8.com/S/002189\">中光学</a> 产品收入80亿元。</p><p>苹果带来的欧菲光光环不仅是业务比重，更是品牌背书。</p><p>尽管，欧菲光股价<span>溢价</span>明显，但财务问题逐渐显现，2018年欧菲光业绩出现了较大亏损，但资本市场仍助推其股价继续保持高位，并且依旧熟视无睹。</p><p>我们选择先观察，让子弹飞了一会儿。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210201205835377d235542wjjmb91u\"/><p>事实证明，舆论中，主动剥离苹果业务充分证实欧菲光已被踢出苹果供应链，且此前传闻属实。</p><p>目前，欧菲光四个子公司的总<span>资产</span>和净资产分别为113.39亿元和37.64亿元。</p><p>截至2020年9月底，欧菲光，这一家昔日小龙头的可用货币资金仅为20.77亿元，但一年内到期的有息债务为92.5亿元，两者的缺口高达71.73亿元。面对巨大的资金缺口还有不少的微利业务收入简直是当初的“凤毛麟角”，可以说，欧菲光在脱离苹果后，其实力无疑被大大削弱。</p><p>主流观点均认为，在苹果业务高<span>毛利</span>的诱惑下，品牌背书已经使得欧菲光直接步入过度扩张之路，一次次依赖募集资金和借款。表面上看，它貌似看起来不错。一旦破产，就无法在短时间内承受债务压力。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210201205839081d2350vn709flc18\"/><p>而对于苹果产业链中的其他公司。我们是不是应该从迷幻梦境里一觉醒来，保持警惕，不要再选择把这些易碎的鸡蛋都一次性放在一个篮子里呢？</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\" 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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好一出分手大戏，欧菲光被苹果抛弃，隔夜亏损360亿\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-01 20:39 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202102012058407dc7639f&s=b><strong>观察者网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>最近，除了华尔街大吸血的动荡之外，还有一则消息在欧美市场大热，那就是作为苹果产业链的明星公司， 欧菲光 宣布与苹果“分手”。早在1月25日晚间，这场大戏就开始上演——欧菲光公告称，未与 立讯精密 签订任何协议或达成任何初步意向，并宣布华南厂的德尔塔（广州）等四家子公司将打包出售。这一则新闻在一周之内被愈演愈热，除了iphone13（或称iPhone12s）的模型机上热搜外，苹果最被关注的恐怕就是这...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202102012058407dc7639f&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/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"03086":"华夏纳指","002456":"欧菲光","09086":"华夏纳指-U","AAPL":"苹果"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202102012058407dc7639f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2108770802","content_text":"最近，除了华尔街大吸血的动荡之外，还有一则消息在欧美市场大热，那就是作为苹果产业链的明星公司， 欧菲光 宣布与苹果“分手”。早在1月25日晚间，这场大戏就开始上演——欧菲光公告称，未与 立讯精密 签订任何协议或达成任何初步意向，并宣布华南厂的德尔塔（广州）等四家子公司将打包出售。这一则新闻在一周之内被愈演愈热，除了iphone13（或称iPhone12s）的模型机上热搜外，苹果最被关注的恐怕就是这档子事儿。总之，有一个且以上的工厂出售，但它们肯定不是出售给立讯。欧菲光这家公司成立于2002年8月，最初是依靠生产红外截止滤光片起家的。从最初的触摸屏和触摸显示业务，到后来开始热度提升的摄像头模块业务，再到近年来大火的生物识别业务，欧菲光可谓是发展迅速。十年间，乘着人工智能的飞速发展列车，欧菲光营收从2010年的6.18亿元增加到2019年的519.74亿元，增长了84倍，但净利润却从5200万元增加到5.16亿元，增长不到10倍。这可以理解为一种以牺牲盈利能力为代价的快速扩张。而这一家屏幕巨头快速扩张的部分原因是苹果业务的大力支持。2016年，欧菲光曾经以15.8亿元的价格从索尼手里收购了索尼电子的华南有限公司。当时，索尼手里握有苹果50%的前置机市场份额和10%的后置机市场份额，而这一重点工厂负责的是主要的相关生产。到2020年，苹果将成为欧菲光最大的客户，创造收入约103亿元，占欧菲光总收入的28%，其 中光学 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