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经常被切韭菜
2023-09-21
牛B该跑了
华泰证券:维持小鹏汽车-W(09868)“买入”评级 目标价97.78港元
经常被切韭菜
2023-07-11
$纳斯达克(.IXIC)$
加息影响涨幅
经常被切韭菜
2023-07-06
$小鹏汽车(XPEV)$
上咸鱼看看吧,就知道G6为什么卖得好
经常被切韭菜
2023-02-23
$纳斯达克(.IXIC)$
大家好
经常被切韭菜
2023-02-09
说说你对这篇新闻的看法...
大行评级 | 麦格理:抖音进军本地服务业务令竞争加剧 美团-W(3690.HK)处守势
经常被切韭菜
2022-11-01
$小鹏汽车(XPEV)$
慎重购买小鹏汽车。
经常被切韭菜
2022-10-13
$小鹏汽车(XPEV)$
洗洗睡了吧,小鹏汽车没有核心技术,纯粹的组装厂而已
经常被切韭菜
2022-10-05
$小鹏汽车(XPEV)$
何小鹏不懂营销,看看理想L9直接对标GLS和X7,相比之下就有性价比了,G9如何比卡宴?看看选装多丰富,定位糊涂,看来倒闭是必然的了,理工男不适合做老板,只适合去打工。
经常被切韭菜
2022-10-05
$小鹏汽车(XPEV)$
请问这公司出了什么大问题?天天跌?别人上他跌,别人跌他狂跌
经常被切韭菜
2022-10-04
$小鹏汽车(XPEV)$
抛吧,它不值那么高的市值,新势力第一家给淘汰的是小鹏
经常被切韭菜
2022-09-30
$小鹏汽车(XPEV)$
小鹏汽车定位模糊,配置选装混乱,反应了市场营销能力极其低下,从发布到销售时间过长,效率极低,在新势力中绝对是第一个退出市场。
经常被切韭菜
2022-08-03
$小鹏汽车(XPEV)$
小鹏汽车的研究走错方向,一味投入未来不一定盈利的科技中,而不考虑当前的客户需求,拱手将市场让给其他新势力,让懂客户需求的汽车公司霸占了位置。证明何小鹏空有梦想脱离现实,不切实际。沽空此股是正确的,再过一两年就会消失茫茫历史的长河中。
经常被切韭菜
2022-07-18
$小鹏汽车(XPEV)$
理想L9出问题,小鹏汽车代理想跌
经常被切韭菜
2021-05-17
明目张胆的操控啊,这美国证监会就不管一下吗?
抱歉,原内容已删除
经常被切韭菜
2021-05-13
4月非农数据大幅下滑而cpi 涨幅惊人,美国人都在家拿援助那么开心,干嘛还去工作呢?那不去工作谁来生产啊?供需不平衡导致物价上涨这不是很正常吗?还有你看看人民币兑美元汇率,货物能不贵吗?而贸易逆差继续增长,还有之前特朗普加的税,都是美国人民在埋单,你没看最近新闻中美贸易要开谈了吗?证明拜登已经意识到问题所在,只要解决贸易战,增加人民工作,CPI就要下降了,要不再把美元回流提高利率CPI也能下降啊。
抱歉,原内容已删除
经常被切韭菜
2021-04-06
7nm太遥远了
抱歉,原内容已删除
经常被切韭菜
2021-02-12
你发这个降级评价是想17元买这股吗?才不让你买呢
抱歉,原内容已删除
去老虎APP查看更多动态
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href=http://www.zhitongcaijing.com/content/detail/997787.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,华泰证券发布研究报告称,维持小鹏汽车-W(09868)“买入”评级,预计情景一,MONA带来2024和2025年销量分别增加5和10万辆,对应2024年收入分别为822和1159亿元,并以此为基准,予目标价97.78港元。报告中称,小鹏G92024款性价比提升。新车推5款配置,售价达26.39至35.99万元人民币(下同),起售价下探至26万元级别。另指小鹏与滴滴达成战略合作,...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/997787.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"XPEV":"小鹏汽车","09868":"小鹏汽车-W"},"source_url":"http://www.zhitongcaijing.com/content/detail/997787.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2369717685","content_text":"智通财经APP获悉,华泰证券发布研究报告称,维持小鹏汽车-W(09868)“买入”评级,预计情景一,MONA带来2024和2025年销量分别增加5和10万辆,对应2024年收入分别为822和1159亿元,并以此为基准,予目标价97.78港元。报告中称,小鹏G92024款性价比提升。新车推5款配置,售价达26.39至35.99万元人民币(下同),起售价下探至26万元级别。另指小鹏与滴滴达成战略合作,将推出一款15万元级A级电动车“MONA”,预计明年第三季量产,年销10至18万辆。此外,小鹏成为滴滴及德国大众生态体系一线战略合作伙伴,享受大量渠道、流量、资源共享,有望销量盈利高增长。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":196805006708872,"gmtCreate":1689083018592,"gmtModify":1689083019702,"author":{"id":"3572851323258506","authorId":"3572851323258506","name":"经常被切韭菜","avatar":"https://static.tigerbbs.com/8cb12c8ae78048664c3fecd16b0cd376","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572851323258506","idStr":"3572851323258506"},"themes":[],"htmlText":"<a 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加息影响涨幅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/196805006708872","isVote":1,"tweetType":1,"viewCount":1459,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3484728490278611","authorId":"3484728490278611","name":"甜淳沿","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3484728490278611","idStr":"3484728490278611"},"content":"市场在等待CPI数据选择方向而已","text":"市场在等待CPI数据选择方向而已","html":"市场在等待CPI数据选择方向而已"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":195041298317352,"gmtCreate":1688650410429,"gmtModify":1688650411587,"author":{"id":"3572851323258506","authorId":"3572851323258506","name":"经常被切韭菜","avatar":"https://static.tigerbbs.com/8cb12c8ae78048664c3fecd16b0cd376","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572851323258506","idStr":"3572851323258506"},"themes":[],"htmlText":"<a 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13:08","market":"hk","language":"zh","title":"大行评级 | 麦格理:抖音进军本地服务业务令竞争加剧 美团-W(3690.HK)处守势","url":"https://stock-news.laohu8.com/highlight/detail?id=2309569301","media":"港股那点事","summary":"格隆汇2月8日丨麦格理发表研究报告指,市场似乎担心抖音进军本地服务业务令竞争加剧,令美团-W(03690.HK)的市场份额前景处守势,惟该行认为,本地服务业的市场渗透率仍然很低,对于多个参与者而言,仍有足够的扩张空间。但相比品牌而言,零售盈利能力较弱,故于对现有参与者的货币化率带来的中期影响更为重要。该行给予美团目标价220港元,评级为“跑赢大市”。\n\n\n海量资讯、精准解读,尽在新浪财经APP","content":"<html><body><div>\n<p cms-style=\"font-L\"><font cms-hidden=\"true\" cms-style=\"font-L\"></font> 格隆汇2月8日丨麦格理发表研究报告指,市场似乎担心<a href=\"https://laohu8.com/S/DYIN\">抖音</a>进军本地服务业务令竞争加剧,令<span><a href=\"https://laohu8.com/S/03690\">美团-W</a></span><span></span>(03690.HK)的市场份额前景处守势,惟该行认为,本地服务业的市场渗透率仍然很低,对于多个参与者而言,仍有足够的扩张空间。但相比品牌而言,零售盈利能力较弱,故于对现有参与者的货币化率带来的中期影响更为重要。该行给予美团目标价220港元,评级为“跑赢大市”。</p><div><img src=\"http://n.sinaimg.cn/spider20230208/83/w932h751/20230208/fbfd-5c43affbb9b3df76de23b99cfcaa43c5.png\"/><span></span></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"highlight_sina","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>大行评级 | 麦格理:抖音进军本地服务业务令竞争加剧 美团-W(3690.HK)处守势</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n大行评级 | 麦格理:抖音进军本地服务业务令竞争加剧 美团-W(3690.HK)处守势\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-02-08 13:08 北京时间 <a href=https://finance.sina.com.cn/stock/hkstock/marketalerts/2023-02-08/doc-imyeyhrw3158763.shtml><strong>港股那点事</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>格隆汇2月8日丨麦格理发表研究报告指,市场似乎担心抖音进军本地服务业务令竞争加剧,令美团-W(03690.HK)的市场份额前景处守势,惟该行认为,本地服务业的市场渗透率仍然很低,对于多个参与者而言,仍有足够的扩张空间。但相比品牌而言,零售盈利能力较弱,故于对现有参与者的货币化率带来的中期影响更为重要。该行给予美团目标价220港元,评级为“跑赢大市”。\n\n\n海量资讯、精准解读,尽在新浪财经APP</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/marketalerts/2023-02-08/doc-imyeyhrw3158763.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"03690":"美团-W"},"source_url":"https://finance.sina.com.cn/stock/hkstock/marketalerts/2023-02-08/doc-imyeyhrw3158763.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2309569301","content_text":"格隆汇2月8日丨麦格理发表研究报告指,市场似乎担心抖音进军本地服务业务令竞争加剧,令美团-W(03690.HK)的市场份额前景处守势,惟该行认为,本地服务业的市场渗透率仍然很低,对于多个参与者而言,仍有足够的扩张空间。但相比品牌而言,零售盈利能力较弱,故于对现有参与者的货币化率带来的中期影响更为重要。该行给予美团目标价220港元,评级为“跑赢大市”。\n\n\n海量资讯、精准解读,尽在新浪财经APP","news_type":1},"isVote":1,"tweetType":1,"viewCount":1333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":665265032,"gmtCreate":1667311742226,"gmtModify":1667311743175,"author":{"id":"3572851323258506","authorId":"3572851323258506","name":"经常被切韭菜","avatar":"https://static.tigerbbs.com/8cb12c8ae78048664c3fecd16b0cd376","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3572851323258506","idStr":"3572851323258506"},"themes":[],"htmlText":"<a 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涨幅惊人,美国人都在家拿援助那么开心,干嘛还去工作呢?那不去工作谁来生产啊?供需不平衡导致物价上涨这不是很正常吗?还有你看看人民币兑美元汇率,货物能不贵吗?而贸易逆差继续增长,还有之前特朗普加的税,都是美国人民在埋单,你没看最近新闻中美贸易要开谈了吗?证明拜登已经意识到问题所在,只要解决贸易战,增加人民工作,CPI就要下降了,要不再把美元回流提高利率CPI也能下降啊。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/198074212","repostId":"1129245857","repostType":4,"repost":{"id":"1129245857","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1620913695,"share":"https://www.laohu8.com/m/news/1129245857?lang=&edition=full","pubTime":"2021-05-13 21:48","market":"us","language":"zh","title":"5月或是整个市场的转折点:美联储的“天敌”来了!","url":"https://stock-news.laohu8.com/highlight/detail?id=1129245857","media":"华尔街见闻","summary":"通胀爆了,就业萎靡……这叫啥来着?","content":"<p>作者:乐鸣</p><p><b>引子</b></p><p>在刚过去不久的美联储“放鸽子”会上,鲍威尔被问到两个尴尬的问题:现在通胀预期看起来上得很猛,万一通胀比就业先达标了,你咋办?你咋那么有信心这次通胀不会失控?不会像上世纪70年代一样?</p><p>对于这两个问题,鲍威尔都不太高兴,因为问到了尴尬的痛点。</p><p>如今痛点开始在数据上显现:5月12日周三晚8点半,美国劳工部公布了美国4月CPI。数据显示,不光是美国的整体CPI还是核心CPI,4月份增速都创出惊人记录。其中,美国4月整体CPI同比大增4.2%(市场预期3.6%),增速创2008年9月以来新高;4月核心CPI同比大增3%,创1996年1月以来最大增长。</p><p>奔5%的通胀,可不是长期通胀平均2%可以忍受的,除非下个月就下来,表示这是“虚惊一场”,但是下个月大幅下滑的可能性目前看来不大。</p><p>市场通过价格也传达了这一预期:2022年升息的可能性,在数据公布后已经高达100%。这反过来意味着,刚刚因为就业数据大幅不及预期而推迟的缩减QE时间,又再次被提前。</p><p>这种被左右拉扯不知如何是好的感觉有点似曾相识,也是美联储最害怕的情景:通胀爆了,就业萎靡……这叫啥来着?</p><p><b>市场开始不信美联储的说辞了</b></p><p>早在今天数据公布之前,市场已经对美联储所谓长期通胀保持2%的说辞表示出了怀疑态度。</p><p>纽约联邦储备银行公布的4月消费者调查(相当于美联储的“民调”)显示:随着经济从疫情引发的危机中复苏,美国消费者未来一年通胀的预期中值为3.4%,创2013年9月以来最高水平。对未来三年通胀的预期维持在3.1%不变。</p><p>之所以美联储这么在乎通胀“民调”,是因为通胀最可怕的一点就是形成“民众共识”后螺旋上升。</p><p>对于通胀的预期,可以粗略分成三个层次:1. 市场上金融产品所隐含的通胀预期;2.所谓经济学家们“共识”预测的通胀预(这两个层基本上跟美联储的预测是一致的)3. 民众的真实通胀预期。</p><p>第三个层次决定了通胀自我实现的特点。如果经过了一段时间相对高的通胀(很可能高于2%),让美国工人认为生活成本提高了,需要加工资;让厂商认为需要提价才能应对更高的工资和各种成本,那通胀最终从2%+冲上5%,甚至是70年代的10%+都不是没有可能的。</p><p>实际上,上一次美国CPI高达4.2%的时候,美联储的利率高达20%——正是70年代的滞胀时期。</p><p><b>滞胀!?</b></p><p>滞胀是美联储最害怕的“天敌”——在滞胀出现时,美联储政策就会失去主动权,进入完全被动状态。因为在这种情况下,美联储收紧政策,虽然可以控制通胀,但是经济受不了;但是如果放松政策救经济,通胀就上天了——左右不是人,无解;只能硬抗,让时间来慢慢消化,像70年代一样。</p><p>虽然一个月的数据在理论上只是加剧了市场担心,不至于产生恐慌——毕竟去年4月份的美国确实是通缩状态,美联储所说的基数效应确实存在。</p><p>图:去年4月美国通缩得厉害</p><p><img src=\"https://static.tigerbbs.com/64c80e9218155a4a7d34e31254600a07\" tg-width=\"550\" tg-height=\"229\" referrerpolicy=\"no-referrer\"></p><p>如果,五月数据可以回落到让市场可以接受的3%左右,那通胀预期还“有得救”;但如果下个月还维持4%左右,那美联储很可能需要赶紧“放鹰”,控制一下通胀预期。</p><p>另外,就业方面虽然4月非农数据非常不理想(17.5199,-0.26,-1.46%),但是有望在5月出现大幅改观,详见:拜登“觉醒”!5月美国就业可以破百万么?。</p><p><b>意味着什么</b></p><p>本次数据虽然令人震惊,但是仍属于“一次性”的性质——市场概率根据最新情况进行调整是非常正常的,100%加息概率也不代表一定发生,因为距离2022年底还有很长时间,中间还有很多数据会再次更改概率。</p><p>尽管如此,这仍会让5月份数据变成一个“决胜点”。</p><p>首先,去年5月份美国经济已经摆脱通缩,其通胀读数跟2020年剩下的月份差距不大,如果5月通胀再次高达4%左右,就不能再说是基数问题了——这时候美联储需要“表示表示”,否则通胀很有可能进入“自我实现”通道。</p><p>另外,不管5月就业好还是不好,都已经“无所谓”了:好就表明通胀压力更大;不好说明滞胀越来越近了——怎么样对市场而言都是坏消息。这就是为什么美联储现在开始反复强调,就业现在需要盯住劳动参与率,因为不仅失业率数据“失灵了”,就连非农数据现在都不太好使了。</p><p>5月或是整个市场的转折点。</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\" 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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\">\n5月或是整个市场的转折点:美联储的“天敌”来了!\n</h2>\n\n<h4 class=\"meta\">\n\n2021-05-13 21:48 北京时间 <strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:乐鸣引子在刚过去不久的美联储“放鸽子”会上,鲍威尔被问到两个尴尬的问题:现在通胀预期看起来上得很猛,万一通胀比就业先达标了,你咋办?你咋那么有信心这次通胀不会失控?不会像上世纪70年代一样?对于这两个问题,鲍威尔都不太高兴,因为问到了尴尬的痛点。如今痛点开始在数据上显现:5月12日周三晚8点半,美国劳工部公布了美国4月CPI。数据显示,不光是美国的整体CPI还是核心CPI,4月份增速都创出...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/af1d75a2b7a7bd95e0102711f4f871de","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129245857","content_text":"作者:乐鸣引子在刚过去不久的美联储“放鸽子”会上,鲍威尔被问到两个尴尬的问题:现在通胀预期看起来上得很猛,万一通胀比就业先达标了,你咋办?你咋那么有信心这次通胀不会失控?不会像上世纪70年代一样?对于这两个问题,鲍威尔都不太高兴,因为问到了尴尬的痛点。如今痛点开始在数据上显现:5月12日周三晚8点半,美国劳工部公布了美国4月CPI。数据显示,不光是美国的整体CPI还是核心CPI,4月份增速都创出惊人记录。其中,美国4月整体CPI同比大增4.2%(市场预期3.6%),增速创2008年9月以来新高;4月核心CPI同比大增3%,创1996年1月以来最大增长。奔5%的通胀,可不是长期通胀平均2%可以忍受的,除非下个月就下来,表示这是“虚惊一场”,但是下个月大幅下滑的可能性目前看来不大。市场通过价格也传达了这一预期:2022年升息的可能性,在数据公布后已经高达100%。这反过来意味着,刚刚因为就业数据大幅不及预期而推迟的缩减QE时间,又再次被提前。这种被左右拉扯不知如何是好的感觉有点似曾相识,也是美联储最害怕的情景:通胀爆了,就业萎靡……这叫啥来着?市场开始不信美联储的说辞了早在今天数据公布之前,市场已经对美联储所谓长期通胀保持2%的说辞表示出了怀疑态度。纽约联邦储备银行公布的4月消费者调查(相当于美联储的“民调”)显示:随着经济从疫情引发的危机中复苏,美国消费者未来一年通胀的预期中值为3.4%,创2013年9月以来最高水平。对未来三年通胀的预期维持在3.1%不变。之所以美联储这么在乎通胀“民调”,是因为通胀最可怕的一点就是形成“民众共识”后螺旋上升。对于通胀的预期,可以粗略分成三个层次:1. 市场上金融产品所隐含的通胀预期;2.所谓经济学家们“共识”预测的通胀预(这两个层基本上跟美联储的预测是一致的)3. 民众的真实通胀预期。第三个层次决定了通胀自我实现的特点。如果经过了一段时间相对高的通胀(很可能高于2%),让美国工人认为生活成本提高了,需要加工资;让厂商认为需要提价才能应对更高的工资和各种成本,那通胀最终从2%+冲上5%,甚至是70年代的10%+都不是没有可能的。实际上,上一次美国CPI高达4.2%的时候,美联储的利率高达20%——正是70年代的滞胀时期。滞胀!?滞胀是美联储最害怕的“天敌”——在滞胀出现时,美联储政策就会失去主动权,进入完全被动状态。因为在这种情况下,美联储收紧政策,虽然可以控制通胀,但是经济受不了;但是如果放松政策救经济,通胀就上天了——左右不是人,无解;只能硬抗,让时间来慢慢消化,像70年代一样。虽然一个月的数据在理论上只是加剧了市场担心,不至于产生恐慌——毕竟去年4月份的美国确实是通缩状态,美联储所说的基数效应确实存在。图:去年4月美国通缩得厉害如果,五月数据可以回落到让市场可以接受的3%左右,那通胀预期还“有得救”;但如果下个月还维持4%左右,那美联储很可能需要赶紧“放鹰”,控制一下通胀预期。另外,就业方面虽然4月非农数据非常不理想(17.5199,-0.26,-1.46%),但是有望在5月出现大幅改观,详见:拜登“觉醒”!5月美国就业可以破百万么?。意味着什么本次数据虽然令人震惊,但是仍属于“一次性”的性质——市场概率根据最新情况进行调整是非常正常的,100%加息概率也不代表一定发生,因为距离2022年底还有很长时间,中间还有很多数据会再次更改概率。尽管如此,这仍会让5月份数据变成一个“决胜点”。首先,去年5月份美国经济已经摆脱通缩,其通胀读数跟2020年剩下的月份差距不大,如果5月通胀再次高达4%左右,就不能再说是基数问题了——这时候美联储需要“表示表示”,否则通胀很有可能进入“自我实现”通道。另外,不管5月就业好还是不好,都已经“无所谓”了:好就表明通胀压力更大;不好说明滞胀越来越近了——怎么样对市场而言都是坏消息。这就是为什么美联储现在开始反复强调,就业现在需要盯住劳动参与率,因为不仅失业率数据“失灵了”,就连非农数据现在都不太好使了。5月或是整个市场的转折点。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1942,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3520924686142735","authorId":"3520924686142735","name":"或白","avatar":"https://static.tigerbbs.com/783195a87794184cb529969f595d3aaf","crmLevel":1,"crmLevelSwitch":0,"idStr":"3520924686142735","authorIdStr":"3520924686142735"},"content":"特朗普是要美国制造业回流,增加就业机会,","text":"特朗普是要美国制造业回流,增加就业机会,","html":"特朗普是要美国制造业回流,增加就业机会,"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":195041298317352,"gmtCreate":1688650410429,"gmtModify":1688650411587,"author":{"id":"3572851323258506","authorId":"3572851323258506","name":"经常被切韭菜","avatar":"https://static.tigerbbs.com/8cb12c8ae78048664c3fecd16b0cd376","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572851323258506","authorIdStr":"3572851323258506"},"themes":[],"htmlText":"<a 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09:32","market":"other","language":"zh","title":"马斯克表示:在理想情况下,狗狗币可将区块时间加快10倍","url":"https://stock-news.laohu8.com/highlight/detail?id=1182116766","media":"老虎资讯综合","summary":"$特斯拉(TSLA)$CEO埃隆·马斯克表示,在理想情况下,狗狗币可将区块时间加快10倍,将区块大小增加10倍,并将费用降低100倍,从而可以轻而易举的获胜。\n\n狗狗币短线走高,重回0.54美元/枚上方。","content":"<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO埃隆·马斯克表示,在理想情况下,狗狗币可将区块时间加快10倍,将区块大小增加10倍,并将费用降低100倍,从而可以轻而易举的获胜。</p><p>狗狗币短线走高,重回0.54美元/枚上方。</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>马斯克表示:在理想情况下,狗狗币可将区块时间加快10倍</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克表示:在理想情况下,狗狗币可将区块时间加快10倍\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-05-16 09:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO埃隆·马斯克表示,在理想情况下,狗狗币可将区块时间加快10倍,将区块大小增加10倍,并将费用降低100倍,从而可以轻而易举的获胜。</p><p>狗狗币短线走高,重回0.54美元/枚上方。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8ae09aeb718ecfeb44eda599f34a7a54","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182116766","content_text":"特斯拉CEO埃隆·马斯克表示,在理想情况下,狗狗币可将区块时间加快10倍,将区块大小增加10倍,并将费用降低100倍,从而可以轻而易举的获胜。狗狗币短线走高,重回0.54美元/枚上方。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1027,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343618238,"gmtCreate":1617712469324,"gmtModify":1617712469324,"author":{"id":"3572851323258506","authorId":"3572851323258506","name":"经常被切韭菜","avatar":"https://static.tigerbbs.com/8cb12c8ae78048664c3fecd16b0cd376","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572851323258506","authorIdStr":"3572851323258506"},"themes":[],"htmlText":"7nm太遥远了","listText":"7nm太遥远了","text":"7nm太遥远了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343618238","repostId":"2125879251","repostType":2,"repost":{"id":"2125879251","kind":"news","pubTimestamp":1617711520,"share":"https://www.laohu8.com/m/news/2125879251?lang=&edition=full","pubTime":"2021-04-06 20:18","market":"hk","language":"zh","title":"2200万留下国宝级人才,中芯国际迎来出头之日,7nm芯片不再遥远","url":"https://stock-news.laohu8.com/highlight/detail?id=2125879251","media":"腾讯新闻","summary":"2020年,中芯国际的一场离职事件可谓是惊动了整个业界。事发之后,业内外都以为,中芯国际又要重蹈覆辙,失去一员大将。至于为何能够留下梁孟松,有消息称是因为中芯国际花费了近500万美元。因此台积电在一手将梁孟松推向三星电子后,又向法院提起诉讼,最终导致梁孟松被迫离开三星,并加盟中芯国际。在梁孟松的持续带领下,中芯国际已经进入风险性量产阶段的7nm芯片不再遥远。","content":"<html><body><article><p>2020年,<a href=\"https://laohu8.com/S/SMI\">中芯国际</a>的一场离职事件可谓是惊动了整个业界。而能够引起如此大轰动的,除了国宝级人才梁孟松别无其他。</p><p>简而言之,这件事的起因是<a href=\"https://laohu8.com/S/688981\">中芯国际</a>引入蒋尚义的行为,引发了公司内部的内讧。至于具体的牵扯和纠葛,坊间传闻不少,但却都不是定论。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210406201931034d246j3pvcubazh4\"/><p>事发之后,业内外都以为,<a href=\"https://laohu8.com/S/00981\">中芯国际</a>又要重蹈覆辙,失去一员大将。可谁曾想,这件事最终却迎来一个好的结局。</p><p><strong>日前,中芯国际发布2020年报的同时,透露出核心技术人才梁孟松继续担任联系CEO、执行董事的消息。</strong></p><p>至于为何能够留下梁孟松,有消息称是因为中芯国际花费了近500万美元。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210406201931789d2465p0q38kzsuo\"/><p>在笔者看来,能够留下梁孟松这样的人物,中芯国际花再多的钱也值得。对半导体产业有所了解的消费者,或许都知道梁孟松的大名。</p><p>公开资料显示,梁孟松毕业于美国加州大学伯克莱分校,取得了相关专业的博士学位。在1992年到2009年这十七年间,梁孟松一直在台积电担任重要职位。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210406201932351d246xxodx0c5mky\"/><p>而在<a href=\"https://laohu8.com/S/TSM\">台积电</a>任职期间,梁孟松才跟蒋尚义有所联系。同时,<strong>这位堪称天才的人物,还主导并自主研发出了</strong><strong>130nm铜制程,让台积电得以打败<a href=\"https://laohu8.com/S/IBM\">IBM</a>,一举成名。</strong></p><p>在离开台积电之后,梁孟松被邀请进入<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>,为这位韩国巨头负责晶圆制造方面的相关业务。</p><p>作为上一任雇主,台积电显然不想让这样的人才为<a href=\"https://laohu8.com/S/SMSD.UK\">三星电子</a>效力。<strong>因此台积电在一手将梁孟松推向三星电子后,又向法院提起诉讼,最终导致梁孟松被迫离开三星,并加盟中芯国际。</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20210406201933054d2464nuiersa9s5\"/><p>手握500项技术专利的梁孟松,终于找到了一个自由发挥的平台。</p><p>因此,<strong>在短短数年时间内,梁孟松带领中芯国际,走完了其他企业十几年甚至几十年才能走完的路,更完成了14nm和7nm的突破。</strong></p><p>毫不客气地说,没有梁孟松,就没有如今的中芯国际,在中芯国际,梁孟松就像是主心骨一般的存在。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20210406201934660d246itedo01jbg6\"/><p>可梁孟松没有想到,中芯国际会把当年的老同事、彼此之间有纠葛的“上级”引进。因此,他才会在2020年年底提交的辞职信中表示:“已经不再被尊重与不被信任。”</p><p>好在,中芯国际深知失去梁孟松这员技术大将的后果,终于将他留了下来。在梁孟松的持续带领下,中芯国际已经进入风险性量产阶段的7nm芯片不再遥远。</p><p>文/谛林 审核/子扬 校正/知秋</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>2200万留下国宝级人才,中芯国际迎来出头之日,7nm芯片不再遥远</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\">\n2200万留下国宝级人才,中芯国际迎来出头之日,7nm芯片不再遥远\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-06 20:18 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021040620193679918731&s=b><strong>腾讯新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2020年,中芯国际的一场离职事件可谓是惊动了整个业界。而能够引起如此大轰动的,除了国宝级人才梁孟松别无其他。简而言之,这件事的起因是中芯国际引入蒋尚义的行为,引发了公司内部的内讧。至于具体的牵扯和纠葛,坊间传闻不少,但却都不是定论。事发之后,业内外都以为,中芯国际又要重蹈覆辙,失去一员大将。可谁曾想,这件事最终却迎来一个好的结局。日前,中芯国际发布2020年报的同时,透露出核心技术人才梁孟松继续...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021040620193679918731&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/720e235096bda02063b992bc6bad73ae","relate_stocks":{"159813":"芯片","688981":"中芯国际","00981":"中芯国际","SMI":"VanEck HIP Sustainable Muni ETF"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021040620193679918731&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2125879251","content_text":"2020年,中芯国际的一场离职事件可谓是惊动了整个业界。而能够引起如此大轰动的,除了国宝级人才梁孟松别无其他。简而言之,这件事的起因是中芯国际引入蒋尚义的行为,引发了公司内部的内讧。至于具体的牵扯和纠葛,坊间传闻不少,但却都不是定论。事发之后,业内外都以为,中芯国际又要重蹈覆辙,失去一员大将。可谁曾想,这件事最终却迎来一个好的结局。日前,中芯国际发布2020年报的同时,透露出核心技术人才梁孟松继续担任联系CEO、执行董事的消息。至于为何能够留下梁孟松,有消息称是因为中芯国际花费了近500万美元。在笔者看来,能够留下梁孟松这样的人物,中芯国际花再多的钱也值得。对半导体产业有所了解的消费者,或许都知道梁孟松的大名。公开资料显示,梁孟松毕业于美国加州大学伯克莱分校,取得了相关专业的博士学位。在1992年到2009年这十七年间,梁孟松一直在台积电担任重要职位。而在台积电任职期间,梁孟松才跟蒋尚义有所联系。同时,这位堪称天才的人物,还主导并自主研发出了130nm铜制程,让台积电得以打败IBM,一举成名。在离开台积电之后,梁孟松被邀请进入三星电子,为这位韩国巨头负责晶圆制造方面的相关业务。作为上一任雇主,台积电显然不想让这样的人才为三星电子效力。因此台积电在一手将梁孟松推向三星电子后,又向法院提起诉讼,最终导致梁孟松被迫离开三星,并加盟中芯国际。手握500项技术专利的梁孟松,终于找到了一个自由发挥的平台。因此,在短短数年时间内,梁孟松带领中芯国际,走完了其他企业十几年甚至几十年才能走完的路,更完成了14nm和7nm的突破。毫不客气地说,没有梁孟松,就没有如今的中芯国际,在中芯国际,梁孟松就像是主心骨一般的存在。可梁孟松没有想到,中芯国际会把当年的老同事、彼此之间有纠葛的“上级”引进。因此,他才会在2020年年底提交的辞职信中表示:“已经不再被尊重与不被信任。”好在,中芯国际深知失去梁孟松这员技术大将的后果,终于将他留了下来。在梁孟松的持续带领下,中芯国际已经进入风险性量产阶段的7nm芯片不再遥远。文/谛林 审核/子扬 校正/知秋","news_type":1},"isVote":1,"tweetType":1,"viewCount":1247,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":388738046,"gmtCreate":1613094451285,"gmtModify":1613094451285,"author":{"id":"3572851323258506","authorId":"3572851323258506","name":"经常被切韭菜","avatar":"https://static.tigerbbs.com/8cb12c8ae78048664c3fecd16b0cd376","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572851323258506","authorIdStr":"3572851323258506"},"themes":[],"htmlText":"你发这个降级评价是想17元买这股吗?才不让你买呢","listText":"你发这个降级评价是想17元买这股吗?才不让你买呢","text":"你发这个降级评价是想17元买这股吗?才不让你买呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/388738046","repostId":"2110050833","repostType":2,"repost":{"id":"2110050833","kind":"news","pubTimestamp":1612862440,"share":"https://www.laohu8.com/m/news/2110050833?lang=&edition=full","pubTime":"2021-02-09 17:20","market":"hk","language":"zh","title":"法巴:中芯(0981.HK)已被市场高估 维持“减持”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2110050833","media":"格隆汇","summary":"法巴发表报告表示,即使中芯国际(0981.HK)的禁令不会于短期内解除,仍相信公司可以通过合理的价格、可靠的供应及广泛的产品组合等方式来获得新兴行业客户的订单。该行认为,中芯长期增长动力是依靠中国在数据中心、人工智能、自动驾驶及自动化方面的大量投资,该等行业带动芯片需求上升。报告又指,尽管不明确因素下,中芯维持其扩张步伐,不过认为中芯股价已被市场高估,市场过分乐观于N+1产品的贡献,维持其“减持”评级及合理值17.3港元。","content":"<html><body><p>法巴发表报告表示,即使<a href=\"https://laohu8.com/S/SMI\">中芯国际</a>(0981.HK)的禁令不会于短期内解除,仍相信公司可以通过合理的价格、可靠的供应及广泛的产品组合等方式来获得新兴行业客户的订单。</p><p>该行认为,中芯长期增长动力是依靠中国在数据中心、人工智能、自动驾驶及自动化方面的大量投资,该等行业带动芯片需求上升。报告又指,尽管不明确因素下,中芯维持其扩张步伐,不过认为中芯股价已被市场高估,市场过分乐观于N+1产品的贡献,维持其“<span>减持</span><span>”评级及合理值17.3港元。</span></p><p><img src=\"https://img3.gelonghui.com/71dcd-2f07a015-e77c-4044-806a-687e86e0f944.png\"/></p></body></html>","source":"stock_gelonghui","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://www.gelonghui.com/p/445935><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>法巴发表报告表示,即使中芯国际(0981.HK)的禁令不会于短期内解除,仍相信公司可以通过合理的价格、可靠的供应及广泛的产品组合等方式来获得新兴行业客户的订单。该行认为,中芯长期增长动力是依靠中国在数据中心、人工智能、自动驾驶及自动化方面的大量投资,该等行业带动芯片需求上升。报告又指,尽管不明确因素下,中芯维持其扩张步伐,不过认为中芯股价已被市场高估,市场过分乐观于N+1产品的贡献,维持其“减持”...</p>\n\n<a href=\"https://www.gelonghui.com/p/445935\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/51edcbed4cc4bf7f4b7ca9a4a8cb859d","relate_stocks":{"00981":"中芯国际"},"source_url":"https://www.gelonghui.com/p/445935","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2110050833","content_text":"法巴发表报告表示,即使中芯国际(0981.HK)的禁令不会于短期内解除,仍相信公司可以通过合理的价格、可靠的供应及广泛的产品组合等方式来获得新兴行业客户的订单。该行认为,中芯长期增长动力是依靠中国在数据中心、人工智能、自动驾驶及自动化方面的大量投资,该等行业带动芯片需求上升。报告又指,尽管不明确因素下,中芯维持其扩张步伐,不过认为中芯股价已被市场高估,市场过分乐观于N+1产品的贡献,维持其“减持”评级及合理值17.3港元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":964,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}