+关注
李光照
暂无个人介绍
IP属地：未知
44
关注
0
粉丝
0
主题
0
勋章
主贴
热门
李光照
2021-03-06
$特斯拉(TSLA)$
今晚很多人不能睡好觉了！！
李光照
2021-03-06
$祁连国际(QLI)$
看不到底呀！！
李光照
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！🤣🤣
李光照
2021-02-02
也是被苹果玩了一把的吧！
抱歉，原内容已删除
李光照
2021-01-21
我长大了！
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3569555561930060","uuid":"3569555561930060","gmtCreate":1606461538754,"gmtModify":1606466840920,"name":"李光照","pinyin":"lgzliguangzhao","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/3b026595fd68505a2ceda75963e23836","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":44,"tweetSize":5,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":12,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.04.11","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":3,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":367447252,"gmtCreate":1614963381076,"gmtModify":1703483751884,"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":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>今晚很多人不能睡好觉了！！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>今晚很多人不能睡好觉了！！","text":"$特斯拉(TSLA)$今晚很多人不能睡好觉了！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":20,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367447252","isVote":1,"tweetType":1,"viewCount":685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367443148,"gmtCreate":1614962797384,"gmtModify":1703483741707,"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":"<a href=\"https://laohu8.com/S/QLI\">$祁连国际(QLI)$</a>看不到底呀！！","listText":"<a 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":1411,"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,"isVote":1,"tweetType":1,"viewCount":554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337735722,"gmtCreate":1611204790466,"gmtModify":1703748772262,"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":"我长大了！","listText":"我长大了！","text":"我长大了！","images":[{"img":"https://static.tigerbbs.com/92cb8a4857a608e7f37368c68576f1a7","width":"1080","height":"2737"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/337735722","isVote":1,"tweetType":1,"viewCount":853,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":367447252,"gmtCreate":1614963381076,"gmtModify":1703483751884,"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":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>今晚很多人不能睡好觉了！！","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>今晚很多人不能睡好觉了！！","text":"$特斯拉(TSLA)$今晚很多人不能睡好觉了！！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":20,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367447252","isVote":1,"tweetType":1,"viewCount":685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337735722,"gmtCreate":1611204790466,"gmtModify":1703748772262,"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":"我长大了！","listText":"我长大了！","text":"我长大了！","images":[{"img":"https://static.tigerbbs.com/92cb8a4857a608e7f37368c68576f1a7","width":"1080","height":"2737"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/337735722","isVote":1,"tweetType":1,"viewCount":853,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":367443148,"gmtCreate":1614962797384,"gmtModify":1703483741707,"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":"<a href=\"https://laohu8.com/S/QLI\">$祁连国际(QLI)$</a>看不到底呀！！","listText":"<a 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":1411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"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\" />\n<title>好一出分手大戏，欧菲光被苹果抛弃，隔夜亏损360亿</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 <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":{"002456":"欧菲光","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=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 产品收入80亿元。苹果带来的欧菲光光环不仅是业务比重，更是品牌背书。尽管，欧菲光股价溢价明显，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。我们选择先观察，让子弹飞了一会儿。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。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。主流观点均认为，在苹果业务高毛利的诱惑下，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。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？","news_type":1},"isVote":1,"tweetType":1,"viewCount":554,"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}],"lives":[]}
