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YQKKKK

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09-18

$英特尔(INTC)$ Intel毕竟势力还是很强的，现在只是低谷。毕竟垄断公司。AMD无法和Intel匹敌。

07-20

$(TSLA)$ 网民玩的就是情绪，来的快，去的也快

2021-12-06

如果可控核聚变搞定了谁还用氢能源，长期肯定电车

抱歉，原内容已删除

2021-11-05

毕竟20小时续航的电脑，能不香么。

创纪录！苹果今年第三季度卖了650万台Mac

2021-10-26

听说谁想弯道超车来着？电动三傻？

抱歉，原内容已删除

2021-10-26

特斯拉还得涨，我先上车了

抱歉，原内容已删除

2021-09-16

目标价300太高了，回到250美元就可以了

抱歉，原内容已删除

2021-09-06

员工那点工资，做出芯片那才是神了。吃多少饭办多少事情好吧。就看他继续吹

中芯国际砸570亿再添一座晶圆厂：跟台积电差距还很大

2021-07-12

长期持有台积电。只买龙头企业

台积电28nm大扩产：预计未来两三年将扩增10万至15万片月产能

2021-07-09

台积电，苹果，AMD这种公司不稳才怪。。坐涨

抱歉，原内容已删除

2021-06-30

我只能说我继续持仓台积电，请作者继续写红色小说。。。

抱歉，原内容已删除

2021-06-29

iPhone13马上出了，m1这么牛逼，台积电不涨谁涨？难不成还能涨小米？哈哈

产业链人士：台积电6月份营收预计会再创新高

2021-06-25

三星产的肯定不如台积电啊，无视骁龙处理器就行了。。。落后苹果两年都不止

沈义人谈高通骁龙895：大概率会是三星、台积电双供应商代工

2021-02-22

小鹏汽车是垃圾股，实话实说

美股新能源车概念股盘前集体下挫，蔚来、小鹏汽车跌超3%

2021-02-06

$逸仙电商(YSG)$牛逼

2021-02-02

抄个底，波音这种公司，放长线很稳的

抱歉，原内容已删除

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Intel毕竟势力还是很强的，现在只是低谷。毕竟垄断公司。AMD无法和Intel匹敌。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350717586657296","isVote":1,"tweetType":1,"viewCount":928,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":329410648211544,"gmtCreate":1721452964230,"gmtModify":1721452965782,"author":{"id":"3573164402650618","authorId":"3573164402650618","name":"YQKKKK","avatar":"https://static.tigerbbs.com/d6029de1eeb9cec69a47956abf763b69","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573164402650618","authorIdStr":"3573164402650618"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 网民玩的就是情绪，来的快，去的也快","listText":"<a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 网民玩的就是情绪，来的快，去的也快","text":"$(TSLA)$ 网民玩的就是情绪，来的快，去的也快","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329410648211544","isVote":1,"tweetType":1,"viewCount":842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":606003291,"gmtCreate":1638797938269,"gmtModify":1638797938269,"author":{"id":"3573164402650618","authorId":"3573164402650618","name":"YQKKKK","avatar":"https://static.tigerbbs.com/d6029de1eeb9cec69a47956abf763b69","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573164402650618","authorIdStr":"3573164402650618"},"themes":[],"htmlText":"如果可控核聚变搞定了谁还用氢能源，长期肯定电车","listText":"如果可控核聚变搞定了谁还用氢能源，长期肯定电车","text":"如果可控核聚变搞定了谁还用氢能源，长期肯定电车","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/606003291","repostId":"2189502985","repostType":2,"isVote":1,"tweetType":1,"viewCount":1202,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4099470509812690","authorId":"4099470509812690","name":"一只没有耳朵一只没有尾巴","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"idStr":"4099470509812690","authorIdStr":"4099470509812690"},"content":"氢燃料电池不是电车？可控核聚变搞定了每辆车都装个核反应堆？","text":"氢燃料电池不是电车？可控核聚变搞定了每辆车都装个核反应堆？","html":"氢燃料电池不是电车？可控核聚变搞定了每辆车都装个核反应堆？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846971528,"gmtCreate":1636043238449,"gmtModify":1636043238449,"author":{"id":"3573164402650618","authorId":"3573164402650618","name":"YQKKKK","avatar":"https://static.tigerbbs.com/d6029de1eeb9cec69a47956abf763b69","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573164402650618","authorIdStr":"3573164402650618"},"themes":[],"htmlText":"毕竟20小时续航的电脑，能不香么。","listText":"毕竟20小时续航的电脑，能不香么。","text":"毕竟20小时续航的电脑，能不香么。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846971528","repostId":"2181174794","repostType":2,"repost":{"id":"2181174794","kind":"news","pubTimestamp":1636038327,"share":"https://www.laohu8.com/m/news/2181174794?lang=&edition=full","pubTime":"2021-11-04 23:05","market":"us","language":"zh","title":"创纪录！苹果今年第三季度卖了650万台Mac","url":"https://stock-news.laohu8.com/highlight/detail?id=2181174794","media":"中关村在线","summary":"中关村在线消息：据macrumors报道，尽管全球芯片短缺，笔记本电脑整体销量仍同比增长 8%。根据Strategy Analytics 的一份新报告，苹果是今年第三季度第四大畅销笔记本电脑供应商，而联想则排名第一。据悉，苹果今年第三季度共卖出了 650 万台Mac产品，市场份额为 10%，创下新纪录。位居排名榜首的联想销量高达 1530 万台，占据了 23% 的市场份额，尽管其同比增长仅为 5%。整个笔记本电脑市场今年Q3 出货量共 6,680 万台。与 Windows 笔记本电脑相比，Apple M1 芯片版本的 MacBook 和 Mac 可提供卓越的性能和电池寿命。(7800753)","content":"<html><body><article><p><strong><a href=\"https://laohu8.com/S/000931\">中关村</a>在线消息：</strong>据macrumors报道，尽管全球芯片短缺，笔记本电脑整体销量仍同比增长 8%。根据Strategy Analytics 的一份新报告，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>是今年第三季度第四大畅销笔记本电脑供应商，而联想则排名第一。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/14141055408/0\"/><p>据悉，苹果今年第三季度共卖出了 650 万台Mac产品，市场份额为 10%，创下新纪录。位居排名榜首的联想销量高达 1530 万台，占据了 23% 的市场份额，尽管其同比增长仅为 5%。整个笔记本电脑市场今年Q3 出货量共 6,680 万台。</p><p>与 Windows 笔记本电脑相比，Apple M1 芯片版本的 MacBook 和 Mac 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class=\"title\">\n创纪录！苹果今年第三季度卖了650万台Mac\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-04 23:05 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111042308207c50e172&s=b><strong>中关村在线</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中关村在线消息：据macrumors报道，尽管全球芯片短缺，笔记本电脑整体销量仍同比增长 8%。根据Strategy Analytics 的一份新报告，苹果是今年第三季度第四大畅销笔记本电脑供应商，而联想则排名第一。据悉，苹果今年第三季度共卖出了 650 万台Mac产品，市场份额为 10%，创下新纪录。位居排名榜首的联想销量高达 1530 万台，占据了 23% 的市场份额，尽管其同比增长仅为 5%...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111042308207c50e172&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/0eb98587b5c81b2fc132df8572df3306","relate_stocks":{"AAPL":"苹果"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111042308207c50e172&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2181174794","content_text":"中关村在线消息：据macrumors报道，尽管全球芯片短缺，笔记本电脑整体销量仍同比增长 8%。根据Strategy Analytics 的一份新报告，苹果是今年第三季度第四大畅销笔记本电脑供应商，而联想则排名第一。据悉，苹果今年第三季度共卖出了 650 万台Mac产品，市场份额为 10%，创下新纪录。位居排名榜首的联想销量高达 1530 万台，占据了 23% 的市场份额，尽管其同比增长仅为 5%。整个笔记本电脑市场今年Q3 出货量共 6,680 万台。与 Windows 笔记本电脑相比，Apple M1 芯片版本的 MacBook 和 Mac 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15:13","market":"us","language":"zh","title":"中芯国际砸570亿再添一座晶圆厂：跟台积电差距还很大","url":"https://stock-news.laohu8.com/highlight/detail?id=2165804890","media":"太平洋电脑网","summary":"从去年被列入实体清单以来，中芯国际一直是在困境中前行。但产能扩建方面，中芯国际并未止步，仍按计划有序推进。9月3日，中芯国际在港交所公告，于9月2日和中国（上海）自由贸易试验区临港新片区管理委员会签署合作框架协议。中芯国际位列第五，营收13.4亿美元，环比大涨21.8%，市场占有率提升到了5.3%。","content":"<html><body><article><p>从去年被列入实体清单以来，<a href=\"https://laohu8.com/S/SMI\">中芯国际</a>一直是在困境中前行。但产能扩建方面，<a href=\"https://laohu8.com/S/688981\">中芯国际</a>并未止步，仍按计划有序推进。</p><p>9月3日，<a href=\"https://laohu8.com/S/00981\">中芯国际</a>在港交所公告，于9月2日和中国（上海）自由贸易试验区临港新片区管理委员会签署合作框架协议。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13951337137/0\"/><p>根据合作框架协议，本公司和上海自贸试验区临港新片区管委会有意在<a href=\"https://laohu8.com/S/600848\">上海临港</a>自由贸易试验区共同成立合资公司，<strong>该合资公司将规划建设产能为10万片/月的12英寸晶圆代工生产线项目，聚焦于提供28纳米及以上技术节点的集成电路晶圆代工与技术服务。</strong></p><p><strong>该项目计划投资约88.7亿美元，折合人民币约573亿元。</strong>该合资公司注册资本金拟为55亿美元，其中本公司拟出资占比不低于51%，上海市人民政府指定的投资主体拟出资占比不超过25%。</p><p>中芯国际指出，通过把握临港自由贸易区发展集成电路行业的战略机遇期，该项目将满足不断增长的市场和客户需求，推动本公司业务发展。公司认为该项目有利于促进公司扩展生产规模和提升纳米技术服务，从而获得更高回报。</p><p>此前，中芯国际联合首席执行官赵海军博士和梁孟松博士表示：“<strong>我们很理解大家对中芯国际有很高的期待，但是集成电路制造行业没有弯道式超车和跳跃式前进。</strong>公司会一步一个脚印，把握自身在细分领域的优势，提高核心竞争力，提升客户满意度。”</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13951337139/0\"/><p>据集邦咨询公布的Q2季度全球晶圆代工市场最新排名，<strong>TOP10厂商中，<a href=\"https://laohu8.com/S/TSM\">台积电</a>一家独大，Q2产值133亿美元，环比增长3.1%，市场份额52.9%，稳坐全球第一。</strong></p><p>中芯国际位列第五，营收13.4亿美元，环比大涨21.8%，<span>市场占有率</span>提升到了5.3%。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/11272287877/0\"/><p>【来源：快科技】【作者：朝晖】</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202109051514517c38764d&s=b><strong>太平洋电脑网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>从去年被列入实体清单以来，中芯国际一直是在困境中前行。但产能扩建方面，中芯国际并未止步，仍按计划有序推进。9月3日，中芯国际在港交所公告，于9月2日和中国（上海）自由贸易试验区临港新片区管理委员会签署合作框架协议。根据合作框架协议，本公司和上海自贸试验区临港新片区管委会有意在上海临港自由贸易试验区共同成立合资公司，该合资公司将规划建设产能为10万片/月的12英寸晶圆代工生产线项目，聚焦于提供28...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202109051514517c38764d&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":{"688981":"中芯国际","SMI":"VanEck HIP Sustainable Muni ETF","TSM":"台积电","EWT":"台湾ETF-iShares MSCI","00981":"中芯国际","03145":"华夏亚洲高息股"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202109051514517c38764d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2165804890","content_text":"从去年被列入实体清单以来，中芯国际一直是在困境中前行。但产能扩建方面，中芯国际并未止步，仍按计划有序推进。9月3日，中芯国际在港交所公告，于9月2日和中国（上海）自由贸易试验区临港新片区管理委员会签署合作框架协议。根据合作框架协议，本公司和上海自贸试验区临港新片区管委会有意在上海临港自由贸易试验区共同成立合资公司，该合资公司将规划建设产能为10万片/月的12英寸晶圆代工生产线项目，聚焦于提供28纳米及以上技术节点的集成电路晶圆代工与技术服务。该项目计划投资约88.7亿美元，折合人民币约573亿元。该合资公司注册资本金拟为55亿美元，其中本公司拟出资占比不低于51%，上海市人民政府指定的投资主体拟出资占比不超过25%。中芯国际指出，通过把握临港自由贸易区发展集成电路行业的战略机遇期，该项目将满足不断增长的市场和客户需求，推动本公司业务发展。公司认为该项目有利于促进公司扩展生产规模和提升纳米技术服务，从而获得更高回报。此前，中芯国际联合首席执行官赵海军博士和梁孟松博士表示：“我们很理解大家对中芯国际有很高的期待，但是集成电路制造行业没有弯道式超车和跳跃式前进。公司会一步一个脚印，把握自身在细分领域的优势，提高核心竞争力，提升客户满意度。”据集邦咨询公布的Q2季度全球晶圆代工市场最新排名，TOP10厂商中，台积电一家独大，Q2产值133亿美元，环比增长3.1%，市场份额52.9%，稳坐全球第一。中芯国际位列第五，营收13.4亿美元，环比大涨21.8%，市场占有率提升到了5.3%。【来源：快科技】【作者：朝晖】","news_type":1},"isVote":1,"tweetType":1,"viewCount":1279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":146539857,"gmtCreate":1626089089079,"gmtModify":1626089089079,"author":{"id":"3573164402650618","authorId":"3573164402650618","name":"YQKKKK","avatar":"https://static.tigerbbs.com/d6029de1eeb9cec69a47956abf763b69","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573164402650618","authorIdStr":"3573164402650618"},"themes":[],"htmlText":"长期持有台积电。只买龙头企业","listText":"长期持有台积电。只买龙头企业","text":"长期持有台积电。只买龙头企业","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146539857","repostId":"2150538602","repostType":2,"repost":{"id":"2150538602","kind":"news","pubTimestamp":1626086040,"share":"https://www.laohu8.com/m/news/2150538602?lang=&edition=full","pubTime":"2021-07-12 18:34","market":"sh","language":"zh","title":"台积电28nm大扩产：预计未来两三年将扩增10万至15万片月产能","url":"https://stock-news.laohu8.com/highlight/detail?id=2150538602","media":"cnBeta","summary":"台积电在今年4月下旬的董事会上，通过将斥资28.87亿美元，在南京厂新增每月2万片28nm产能，目标在2023年中前达到4万片月产能。由于目前日本、德国等都在邀请台积电前往设厂，市场传出，台积电内部搭配在其他国家的设厂计划，重新调整未来产能规划，28nm制程被视为扩产重点，未来二到三年内，28nm总产能可望扩增每月10万片到15万片。根据之前的规划，台积电4nm本季度将试产，3nm制程将于明年下半年量产。","content":"<html><body><p>原标题：<a href=\"https://laohu8.com/S/TSM\">台积电</a>28nm大扩产：预计未来两三年将扩增10万至15万片月产能 来源：芯智讯</p><p>近日市场传出，<font>晶圆代工龙头台积电为了满足车芯晶片、CMOS图像感测器（CIS）、驱动芯片、网通芯片、射频元件等客户需求，规划积极扩大成熟制程的28nm产能，预计未来两到三年，28nm总产能每月有望扩增10万到15万片。</font></p><p><font>访问：</font></p><p><font><a href=\"https://laohu8.com/S/JD\">京东</a>PLUS+百度网盘+QQ音乐+<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a> - 一份价格 多份权益</font></p><div><img src=\"http://k.sinaimg.cn/n/spider2021712/367/w700h467/20210712/c972-ksmehzt2987053.jpg/w720fin.jpg\"/></div><p>根据业内信息显示，台积电有意扩增28nm产能的地点，涵盖台湾中科园区、中国大陆南京，还有台积电仍在与当地政府讨论新设厂房计划的日本熊本和德国的德勒斯登（Dresden），合计四大据点。</p><p>针对上述传言，因台积电将于周四（15日）举行法说会，该公司表示，目前处于法说会前缄默期。</p><p>台积电向来在全球晶圆制造领域扮演技术领先者的角色，在今年技术论坛上，大秀代表先进技术领导地位的5nm、4nm和3nm技术，同时宣布4nm提早一季，将预计于本季开始试产，3nm制程则依照计划于2022年下半年量产。</p><p>不过，<font>自去年下半年以来的半导体缺货潮，主要出现在晶圆代工厂纷纷暂缓扩产的成熟型制程，迫使各大代工厂回头扩增成熟型制程的产能，其中以<a href=\"https://laohu8.com/S/UMC\">联电</a>、力积电脚步最快。</font></p><p>台积电在今年4月下旬的董事会上，通过将斥资28.87亿美元，在南京厂新增每月2万片28nm产能，目标在2023年中前达到4万片月产能。</p><p>此前虽有传闻称，美国正在向台积电施压，希望台积电取消投资28.87亿美元，在南京厂新增每月2万片28nm产能的计划。对此，台积电也表示，目前处于法说会前缄默期，不回应市场传言。</p><p>由于目前日本、德国等都在邀请台积电前往设厂，市场传出，台积电内部搭配在其他国家的设厂计划，重新调整未来产能规划，28nm制程被视为扩产重点，未来二到三年内，28nm总产能可望扩增每月10万片到15万片。</p><p>市场传出，台积电计划在中科厂房以增加机台的方式，新增2万片以上28nm产能；原本就计划扩产的南京厂，除原定的每月4万片外，还计划再增加2万片，最高将达到每月6万片。</p><p>还在与当地政府讨论设计细节的日本和德国新厂，则分别规划配置每月约3万片的28nm产能，藉以满足当地车用、CMOS影像感测器等客户的需求。</p><p>在传出台积电拟扩大28nm产能的同时，也传出台积电5nm和3nm的机器设备的移入厂区进度有放缓迹象，目前仍在观察是否为暂时现象，或是机器设备成本过高、还是客户端需求改变所致。</p><p>根据之前的规划，<font>台积电4nm本季度将试产，3nm制程将于明年下半年量产。</font></p><p>根据预期，因高性能计算客户需求强劲，将成为5nm之后，台积电营运成长的主要动力。</p><p>只是随着先进制程成本提高，台积电扩大投资，法人对台积电毛利率表现看法相对分歧。部分外资预期，台积电明年及后年因资本支出大增影响，毛利率恐低于50% 关卡。不过，多数投资人对台积电先进制程效率提升仍深具信心，预期台积电毛利率可望维持在50%以上水准。</p><p>另外，台积电美国亚利桑那州5nm制程的12吋厂已开始动工，预计2024年量产，后续是否进一步设立先进封测厂，就近提供客户完整服务，备受关注。</p><p>根据台积电7月9日公布的6月业绩显示，当月营收达1,484.71亿元新台币，月增32.1%，年增22.8%，创单月业绩历史新高。这也使得其第2季营收达到了3721.44 亿元新台币，季增2.68%，同样创下了历史新高纪录。</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>台积电28nm大扩产：预计未来两三年将扩增10万至15万片月产能</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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class=\"title\">\n台积电28nm大扩产：预计未来两三年将扩增10万至15万片月产能\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-12 18:34 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-07-12/doc-ikqciyzk5045756.shtml><strong>cnBeta</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：台积电28nm大扩产：预计未来两三年将扩增10万至15万片月产能 来源：芯智讯近日市场传出，晶圆代工龙头台积电为了满足车芯晶片、CMOS图像感测器（CIS）、驱动芯片、网通芯片、射频元件等客户需求，规划积极扩大成熟制程的28nm产能，预计未来两到三年，28nm总产能每月有望扩增10万到15万片。访问：京东PLUS+百度网盘+QQ音乐+爱奇艺 - 一份价格 多份权益根据业内信息显示，台积电...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-07-12/doc-ikqciyzk5045756.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":{"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/roll/2021-07-12/doc-ikqciyzk5045756.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2150538602","content_text":"原标题：台积电28nm大扩产：预计未来两三年将扩增10万至15万片月产能 来源：芯智讯近日市场传出，晶圆代工龙头台积电为了满足车芯晶片、CMOS图像感测器（CIS）、驱动芯片、网通芯片、射频元件等客户需求，规划积极扩大成熟制程的28nm产能，预计未来两到三年，28nm总产能每月有望扩增10万到15万片。访问：京东PLUS+百度网盘+QQ音乐+爱奇艺 - 一份价格 多份权益根据业内信息显示，台积电有意扩增28nm产能的地点，涵盖台湾中科园区、中国大陆南京，还有台积电仍在与当地政府讨论新设厂房计划的日本熊本和德国的德勒斯登（Dresden），合计四大据点。针对上述传言，因台积电将于周四（15日）举行法说会，该公司表示，目前处于法说会前缄默期。台积电向来在全球晶圆制造领域扮演技术领先者的角色，在今年技术论坛上，大秀代表先进技术领导地位的5nm、4nm和3nm技术，同时宣布4nm提早一季，将预计于本季开始试产，3nm制程则依照计划于2022年下半年量产。不过，自去年下半年以来的半导体缺货潮，主要出现在晶圆代工厂纷纷暂缓扩产的成熟型制程，迫使各大代工厂回头扩增成熟型制程的产能，其中以联电、力积电脚步最快。台积电在今年4月下旬的董事会上，通过将斥资28.87亿美元，在南京厂新增每月2万片28nm产能，目标在2023年中前达到4万片月产能。此前虽有传闻称，美国正在向台积电施压，希望台积电取消投资28.87亿美元，在南京厂新增每月2万片28nm产能的计划。对此，台积电也表示，目前处于法说会前缄默期，不回应市场传言。由于目前日本、德国等都在邀请台积电前往设厂，市场传出，台积电内部搭配在其他国家的设厂计划，重新调整未来产能规划，28nm制程被视为扩产重点，未来二到三年内，28nm总产能可望扩增每月10万片到15万片。市场传出，台积电计划在中科厂房以增加机台的方式，新增2万片以上28nm产能；原本就计划扩产的南京厂，除原定的每月4万片外，还计划再增加2万片，最高将达到每月6万片。还在与当地政府讨论设计细节的日本和德国新厂，则分别规划配置每月约3万片的28nm产能，藉以满足当地车用、CMOS影像感测器等客户的需求。在传出台积电拟扩大28nm产能的同时，也传出台积电5nm和3nm的机器设备的移入厂区进度有放缓迹象，目前仍在观察是否为暂时现象，或是机器设备成本过高、还是客户端需求改变所致。根据之前的规划，台积电4nm本季度将试产，3nm制程将于明年下半年量产。根据预期，因高性能计算客户需求强劲，将成为5nm之后，台积电营运成长的主要动力。只是随着先进制程成本提高，台积电扩大投资，法人对台积电毛利率表现看法相对分歧。部分外资预期，台积电明年及后年因资本支出大增影响，毛利率恐低于50% 关卡。不过，多数投资人对台积电先进制程效率提升仍深具信心，预期台积电毛利率可望维持在50%以上水准。另外，台积电美国亚利桑那州5nm制程的12吋厂已开始动工，预计2024年量产，后续是否进一步设立先进封测厂，就近提供客户完整服务，备受关注。根据台积电7月9日公布的6月业绩显示，当月营收达1,484.71亿元新台币，月增32.1%，年增22.8%，创单月业绩历史新高。这也使得其第2季营收达到了3721.44 亿元新台币，季增2.68%，同样创下了历史新高纪录。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":143130181,"gmtCreate":1625776576644,"gmtModify":1625776576644,"author":{"id":"3573164402650618","authorId":"3573164402650618","name":"YQKKKK","avatar":"https://static.tigerbbs.com/d6029de1eeb9cec69a47956abf763b69","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573164402650618","authorIdStr":"3573164402650618"},"themes":[],"htmlText":"台积电，苹果，AMD这种公司不稳才怪。。坐涨","listText":"台积电，苹果，AMD这种公司不稳才怪。。坐涨","text":"台积电，苹果，AMD这种公司不稳才怪。。坐涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/143130181","repostId":"1126813474","repostType":2,"isVote":1,"tweetType":1,"viewCount":1252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":153995163,"gmtCreate":1625001949452,"gmtModify":1625001949452,"author":{"id":"3573164402650618","authorId":"3573164402650618","name":"YQKKKK","avatar":"https://static.tigerbbs.com/d6029de1eeb9cec69a47956abf763b69","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573164402650618","authorIdStr":"3573164402650618"},"themes":[],"htmlText":"我只能说我继续持仓台积电，请作者继续写红色小说。。。","listText":"我只能说我继续持仓台积电，请作者继续写红色小说。。。","text":"我只能说我继续持仓台积电，请作者继续写红色小说。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/153995163","repostId":"2147622008","repostType":2,"isVote":1,"tweetType":1,"viewCount":1239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":159663249,"gmtCreate":1624963597681,"gmtModify":1624965737416,"author":{"id":"3573164402650618","authorId":"3573164402650618","name":"YQKKKK","avatar":"https://static.tigerbbs.com/d6029de1eeb9cec69a47956abf763b69","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573164402650618","authorIdStr":"3573164402650618"},"themes":[],"htmlText":"iPhone13马上出了，m1这么牛逼，台积电不涨谁涨？难不成还能涨小米？哈哈","listText":"iPhone13马上出了，m1这么牛逼，台积电不涨谁涨？难不成还能涨小米？哈哈","text":"iPhone13马上出了，m1这么牛逼，台积电不涨谁涨？难不成还能涨小米？哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/159663249","repostId":"2147921852","repostType":2,"repost":{"id":"2147921852","kind":"news","pubTimestamp":1624956398,"share":"https://www.laohu8.com/m/news/2147921852?lang=&edition=full","pubTime":"2021-06-29 16:46","market":"us","language":"zh","title":"产业链人士：台积电6月份营收预计会再创新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2147921852","media":"腾讯自选股综合","summary":"英文媒体是援引产业链人士的消息，报道台积电6月份的营收有望再创新高的，这一消息人士认为，即使有消息称比特大陆削减了订单，他仍相信台积电6月份的营收将再创新高。产业链人士认为台积电6月份的营收有望再创新高，可能与苹果下半年将推出的iPhone 13将搭载的A15处理器有关。","content":"<html><body><p>原标题：产业链人士：<a href=\"https://laohu8.com/S/TSM\">台积电</a>6月份营收预计会再创新高</p><p>6月29日消息，据国外媒体报道，芯片代工商台积电的营收，在今年3月份创下新高，达到了1291.27亿新台币，但在随后一个月下滑到了1113.15亿，5月份略有回升，但仍远低于3月份。</p><div><img src=\"http://k.sinaimg.cn/n/spider2021629/0/w500h300/20210629/c9e0-krwipas0383297.jpg/w720fin.jpg\"/></div><p>不过，英文媒体在最新的报道中表示，在6月份，台积电的营收预计会再创新高，超过今年3月份的1291.27亿新台币。</p><p>英文媒体是援引产业链人士的消息，报道台积电6月份的营收有望再创新高的，这一消息人士认为，即使有消息称比特大陆削减了订单，他仍相信台积电6月份的营收将再创新高。</p><p>产业链人士认为台积电6月份的营收有望再创新高，可能与<a href=\"https://laohu8.com/S/AAPL\">苹果</a>下半年将推出的iPhone 13将搭载的A15处理器有关。</p><p>在此前的报道中，英文媒体曾提到，台积电在5月份就将开始为苹果大规模生产A15处理器，采用加强版的5nm工艺。5月底开始量产，6月份的产量就会更高，出货量预计也不会低。</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>产业链人士：台积电6月份营收预计会再创新高</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产业链人士：台积电6月份营收预计会再创新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 16:46 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2021-06-29/doc-ikqciyzk2575721.shtml><strong>腾讯自选股综合</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：产业链人士：台积电6月份营收预计会再创新高6月29日消息，据国外媒体报道，芯片代工商台积电的营收，在今年3月份创下新高，达到了1291.27亿新台币，但在随后一个月下滑到了1113.15亿，5月份略有回升，但仍远低于3月份。不过，英文媒体在最新的报道中表示，在6月份，台积电的营收预计会再创新高，超过今年3月份的1291.27亿新台币。英文媒体是援引产业链人士的消息，报道台积电6月份的营收...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2021-06-29/doc-ikqciyzk2575721.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":{"TSM":"台积电"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2021-06-29/doc-ikqciyzk2575721.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2147921852","content_text":"原标题：产业链人士：台积电6月份营收预计会再创新高6月29日消息，据国外媒体报道，芯片代工商台积电的营收，在今年3月份创下新高，达到了1291.27亿新台币，但在随后一个月下滑到了1113.15亿，5月份略有回升，但仍远低于3月份。不过，英文媒体在最新的报道中表示，在6月份，台积电的营收预计会再创新高，超过今年3月份的1291.27亿新台币。英文媒体是援引产业链人士的消息，报道台积电6月份的营收有望再创新高的，这一消息人士认为，即使有消息称比特大陆削减了订单，他仍相信台积电6月份的营收将再创新高。产业链人士认为台积电6月份的营收有望再创新高，可能与苹果下半年将推出的iPhone 13将搭载的A15处理器有关。在此前的报道中，英文媒体曾提到，台积电在5月份就将开始为苹果大规模生产A15处理器，采用加强版的5nm工艺。5月底开始量产，6月份的产量就会更高，出货量预计也不会低。","news_type":1},"isVote":1,"tweetType":1,"viewCount":925,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":122610708,"gmtCreate":1624616192904,"gmtModify":1624616192904,"author":{"id":"3573164402650618","authorId":"3573164402650618","name":"YQKKKK","avatar":"https://static.tigerbbs.com/d6029de1eeb9cec69a47956abf763b69","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573164402650618","authorIdStr":"3573164402650618"},"themes":[],"htmlText":"三星产的肯定不如台积电啊，无视骁龙处理器就行了。。。落后苹果两年都不止","listText":"三星产的肯定不如台积电啊，无视骁龙处理器就行了。。。落后苹果两年都不止","text":"三星产的肯定不如台积电啊，无视骁龙处理器就行了。。。落后苹果两年都不止","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/122610708","repostId":"2146203190","repostType":2,"repost":{"id":"2146203190","kind":"news","pubTimestamp":1624603980,"share":"https://www.laohu8.com/m/news/2146203190?lang=&edition=full","pubTime":"2021-06-25 14:53","market":"us","language":"zh","title":"沈义人谈高通骁龙895：大概率会是三星、台积电双供应商代工","url":"https://stock-news.laohu8.com/highlight/detail?id=2146203190","media":"快科技","summary":"按照惯例，高通骁龙888继任者将于今年年底正式登场，2022年年初量产商用。6月25日消息，沈义人发文表示，我感觉高通下一代旗舰芯片大概率不会三星单供应商了，加入台积电应该也是大概率事件了。在工艺方面，高通将骁龙888订单交给了三星，采用其最新5nm工艺代工，而台积电5nm工艺的最大订单则来自苹果的A14 Bionic芯片。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20210625150826514v246ut91yjc6ftm\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20210625150837031v246rrm05ovz803\"/><p>按照惯例，<a href=\"https://laohu8.com/S/QCOM\">高通</a>骁龙888继任者将于今年年底正式登场，2022年年初量产商用。</p><p>目前关于高通下一代旗舰处理器的细节众说纷纭，沈义人提出了自己的看法。</p><p>6月25日消息，沈义人发文表示，<strong>我感觉</strong>高通下一代旗舰芯片大概率不会<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>单供应商了，加入<a href=\"https://laohu8.com/S/TSM\">台积电</a>应该也是大概率事件了。</p><p>沈义人指出，<strong>对于新工艺新制程各家吃透的水平有高有低，双供应商肯定比单供应商更</strong>保险些，我并没有说三星就一定差。</p><p>今年骁龙 888是高通非常重视的产品，从其命名可见一斑。骁龙888全球首发ARM Cortex-X1超大核，全新的Adreno 660 GPU带来史上最大升级，内置高通第三代骁龙X60 5G基带，各项数据都是业内领先。</p><p>在工艺方面，高通将骁龙888订单交给了三星，<strong>采用其最新5nm工艺代工，而</strong>台积电5nm工艺的最大订单则来自<a href=\"https://laohu8.com/S/AAPL\">苹果</a>的A14 Bionic芯片。</p><p>根据目前的爆料信息，台积电有可能会代工高通下一代旗舰处理器，目前关于下一代芯片的命名暂时还无法确认，<strong>可能会命名为骁龙895，新品预计会在12月份前后登场。</strong></p><p>（文章来源：快科技）</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>沈义人谈高通骁龙895：大概率会是三星、台积电双供应商代工</title>\n<style 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888是高通非常重视的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021062515083879cadee4&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":{"EWT":"台湾ETF-iShares MSCI","SMSN.UK":"三星","03145":"华夏亚洲高息股","TSM":"台积电","QCOM":"高通"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021062515083879cadee4&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2146203190","content_text":"按照惯例，高通骁龙888继任者将于今年年底正式登场，2022年年初量产商用。目前关于高通下一代旗舰处理器的细节众说纷纭，沈义人提出了自己的看法。6月25日消息，沈义人发文表示，我感觉高通下一代旗舰芯片大概率不会三星单供应商了，加入台积电应该也是大概率事件了。沈义人指出，对于新工艺新制程各家吃透的水平有高有低，双供应商肯定比单供应商更保险些，我并没有说三星就一定差。今年骁龙 888是高通非常重视的产品，从其命名可见一斑。骁龙888全球首发ARM Cortex-X1超大核，全新的Adreno 660 GPU带来史上最大升级，内置高通第三代骁龙X60 5G基带，各项数据都是业内领先。在工艺方面，高通将骁龙888订单交给了三星，采用其最新5nm工艺代工，而台积电5nm工艺的最大订单则来自苹果的A14 Bionic芯片。根据目前的爆料信息，台积电有可能会代工高通下一代旗舰处理器，目前关于下一代芯片的命名暂时还无法确认，可能会命名为骁龙895，新品预计会在12月份前后登场。（文章来源：快科技）","news_type":1},"isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":369971383,"gmtCreate":1614001561442,"gmtModify":1614001561442,"author":{"id":"3573164402650618","authorId":"3573164402650618","name":"YQKKKK","avatar":"https://static.tigerbbs.com/d6029de1eeb9cec69a47956abf763b69","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573164402650618","authorIdStr":"3573164402650618"},"themes":[],"htmlText":"小鹏汽车是垃圾股，实话实说","listText":"小鹏汽车是垃圾股，实话实说","text":"小鹏汽车是垃圾股，实话实说","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369971383","repostId":"2113008871","repostType":2,"repost":{"id":"2113008871","kind":"news","pubTimestamp":1613985024,"share":"https://www.laohu8.com/m/news/2113008871?lang=&edition=full","pubTime":"2021-02-22 17:10","market":"us","language":"zh","title":"美股新能源车概念股盘前集体下挫，蔚来、小鹏汽车跌超3%","url":"https://stock-news.laohu8.com/highlight/detail?id=2113008871","media":"36氪","summary":"36氪获悉，美股新能源车概念股盘前集体下挫，截至发稿，蔚来、小鹏汽车跌超3%，理想汽车跌超2%。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/KRKR\">36氪</a>获悉，美股新能源车概念股盘前集体下挫，截至发稿，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超3%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超2%。</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>美股新能源车概念股盘前集体下挫，蔚来、小鹏汽车跌超3%</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/feebf0ff4401232c3ecc332f566f18e0","relate_stocks":{"161028":"新能源车","399417":"新能源车","XPEV":"小鹏汽车","NIO":"蔚来"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202102221710407a49175d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2113008871","content_text":"36氪获悉，美股新能源车概念股盘前集体下挫，截至发稿，蔚来、小鹏汽车跌超3%，理想汽车跌超2%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380750284,"gmtCreate":1612597688048,"gmtModify":1703763933001,"author":{"id":"3573164402650618","authorId":"3573164402650618","name":"YQKKKK","avatar":"https://static.tigerbbs.com/d6029de1eeb9cec69a47956abf763b69","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573164402650618","authorIdStr":"3573164402650618"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YSG\">$逸仙电商(YSG)$</a>牛逼","listText":"<a href=\"https://laohu8.com/S/YSG\">$逸仙电商(YSG)$</a>牛逼","text":"$逸仙电商(YSG)$牛逼","images":[{"img":"https://static.tigerbbs.com/283eb4803cb9e9778cdbbef86b752006","width":"1242","height":"2151"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380750284","isVote":1,"tweetType":1,"viewCount":686,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":315569550,"gmtCreate":1612264455070,"gmtModify":1703759499398,"author":{"id":"3573164402650618","authorId":"3573164402650618","name":"YQKKKK","avatar":"https://static.tigerbbs.com/d6029de1eeb9cec69a47956abf763b69","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573164402650618","authorIdStr":"3573164402650618"},"themes":[],"htmlText":"抄个底，波音这种公司，放长线很稳的","listText":"抄个底，波音这种公司，放长线很稳的","text":"抄个底，波音这种公司，放长线很稳的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/315569550","repostId":"2108855927","repostType":2,"isVote":1,"tweetType":1,"viewCount":861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":606003291,"gmtCreate":1638797938269,"gmtModify":1638797938269,"author":{"id":"3573164402650618","authorId":"3573164402650618","name":"YQKKKK","avatar":"https://static.tigerbbs.com/d6029de1eeb9cec69a47956abf763b69","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573164402650618","authorIdStr":"3573164402650618"},"themes":[],"htmlText":"如果可控核聚变搞定了谁还用氢能源，长期肯定电车","listText":"如果可控核聚变搞定了谁还用氢能源，长期肯定电车","text":"如果可控核聚变搞定了谁还用氢能源，长期肯定电车","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/606003291","repostId":"2189502985","repostType":2,"repost":{"id":"2189502985","kind":"news","pubTimestamp":1638796020,"share":"https://www.laohu8.com/m/news/2189502985?lang=&edition=full","pubTime":"2021-12-06 21:07","market":"hk","language":"zh","title":"马斯克怒怼氢能源：愚蠢的氢燃料电池！我不认同！","url":"https://stock-news.laohu8.com/highlight/detail?id=2189502985","media":"哈富资讯","summary":"【马斯克怒怼氢能源：愚蠢的氢燃料电池！我不认同！】马斯克认为，将氢气储存起来用于汽车燃料是非常困难的，而且就目前的技术水平来看，最好的氢燃料电池，也比不上现在的锂电池，所以这是没有意义的。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=105.TSLA&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p>　　马斯克与氢能源的恩怨很早以前就开始了，几年前马斯克在一次汽车新闻世界大会上发言时，就将氢燃料<span>电池</span><span></span>描述成“非常愚蠢”的东西。</p><p>　　马斯克认为，将氢气储存起来用于汽车燃料是非常困难的，而且就目前的技术水平来看，最好的氢燃料<span href=\"http://quote.eastmoney.com/unify/r/90.BK1033\" target=\"_blank\" web=\"1\">电池</span>，也比不上现在的锂<span href=\"http://quote.eastmoney.com/unify/r/90.BK1033\" target=\"_blank\" web=\"1\">电池</span>，所以这是没有意义的。马斯克又在随后的时间里不时补充，重复氢能源没有意义的观点。</p><p>　　特别是，2020年6月，马斯克在<span>推特</span><span></span>上说：“氢燃料电池=愚蠢的买卖”，7月份继续炮轰氢燃料电池“氢燃料电池这愚蠢的买卖毫无意义”。</p><p>　　马斯克为何对氢燃料电池如此不屑？</p><p>　　首先，氢燃料电池车属于电动车(根据美国环境保护署的划分)，但与其他电动车直接充电相比，氢能源汽车是加入氢燃料，然后用氢燃料发电。根据EPA的说法，这就好比在船上发电一样。</p><p>　　除了马斯克，德国汽车巨头大众汽车集团(Volkswagen Group)的首席执行官赫伯特·迪斯(Herbert Diess)也不看好氢能源汽车的发展。他在<span href=\"http://quote.eastmoney.com/unify/r/106.TWTR\" target=\"_blank\" web=\"1\">推特</span>上说，现在的政客应该接受科学，氢气当然可以在钢铁、化工、航天等领域广泛应用，但唯独不应该应用于汽车领域。不仅成本高，而且效率低下，速度慢，危险难以运输。</p><p>　　当然也有支持氢能源汽车的人，并且有点汽车厂商已经开始行动了。迄今为止，包括丰田和现代在内的公司已经生产了氢燃料电池汽车，而Riversimple等小型制造商也在研究氢动力汽车。</p><p>　　今年6月，宝马集团表示已开始测试使用氢燃料电池传动系统的车辆，该公司将氢燃料电池技术描述为具有“补充内燃机，插电式混合动力系统和电池电动汽车的长期潜力”。</p><p>　　尽管这些产品显然不占目前汽车销售的大部分，并且Riversimple根本不会销售其汽车，而是通过订阅服务提供它们。即便如此，很多的公司也正在研究氢燃料电池产品，这表明有些人看到了这项技术的潜力。</p><p>　　“燃料电池汽车肯定会在脱碳运输中发挥作用，”丰田发言人说：“随着加油基础设施的扩大，丰田将提供一种方便的替代电气化运输形式，而不是全电动BEV(电池供电的电动汽车)”。</p><p>（文章来源：哈富资讯）</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>马斯克怒怼氢能源：愚蠢的氢燃料电池！我不认同！</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马斯克怒怼氢能源：愚蠢的氢燃料电池！我不认同！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-06 21:07 北京时间&nbsp;&nbsp;&nbsp;<a href=http://stock.eastmoney.com/a/202112062204420146.html><strong>哈富资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>马斯克与氢能源的恩怨很早以前就开始了，几年前马斯克在一次汽车新闻世界大会上发言时，就将氢燃料电池描述成“非常愚蠢”的东西。　　马斯克认为，将氢气储存起来用于汽车燃料是非常困难的，而且就目前的技术水平来看，最好的氢燃料电池，也比不上现在的锂电池，所以这是没有意义的。马斯克又在随后的时间里不时补充，重复氢能源没有意义的观点。　　特别是，2020年6月，马斯克在推特上说：“氢燃料电池=愚蠢的买卖”，7...</p>\n\n<a href=\"http://stock.eastmoney.com/a/202112062204420146.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/f6a2d85f5e8cd12b5acb8ead395b91e6","relate_stocks":{"159945":"能源","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4551":"寇图资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","TSLA":"特斯拉","BK4550":"红杉资本持仓","BK4555":"新能源车","BK4099":"汽车制造商","BK4548":"巴美列捷福持仓"},"source_url":"http://stock.eastmoney.com/a/202112062204420146.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2189502985","content_text":"马斯克与氢能源的恩怨很早以前就开始了，几年前马斯克在一次汽车新闻世界大会上发言时，就将氢燃料电池描述成“非常愚蠢”的东西。　　马斯克认为，将氢气储存起来用于汽车燃料是非常困难的，而且就目前的技术水平来看，最好的氢燃料电池，也比不上现在的锂电池，所以这是没有意义的。马斯克又在随后的时间里不时补充，重复氢能源没有意义的观点。　　特别是，2020年6月，马斯克在推特上说：“氢燃料电池=愚蠢的买卖”，7月份继续炮轰氢燃料电池“氢燃料电池这愚蠢的买卖毫无意义”。　　马斯克为何对氢燃料电池如此不屑？　　首先，氢燃料电池车属于电动车(根据美国环境保护署的划分)，但与其他电动车直接充电相比，氢能源汽车是加入氢燃料，然后用氢燃料发电。根据EPA的说法，这就好比在船上发电一样。　　除了马斯克，德国汽车巨头大众汽车集团(Volkswagen Group)的首席执行官赫伯特·迪斯(Herbert Diess)也不看好氢能源汽车的发展。他在推特上说，现在的政客应该接受科学，氢气当然可以在钢铁、化工、航天等领域广泛应用，但唯独不应该应用于汽车领域。不仅成本高，而且效率低下，速度慢，危险难以运输。　　当然也有支持氢能源汽车的人，并且有点汽车厂商已经开始行动了。迄今为止，包括丰田和现代在内的公司已经生产了氢燃料电池汽车，而Riversimple等小型制造商也在研究氢动力汽车。　　今年6月，宝马集团表示已开始测试使用氢燃料电池传动系统的车辆，该公司将氢燃料电池技术描述为具有“补充内燃机，插电式混合动力系统和电池电动汽车的长期潜力”。　　尽管这些产品显然不占目前汽车销售的大部分，并且Riversimple根本不会销售其汽车，而是通过订阅服务提供它们。即便如此，很多的公司也正在研究氢燃料电池产品，这表明有些人看到了这项技术的潜力。　　“燃料电池汽车肯定会在脱碳运输中发挥作用，”丰田发言人说：“随着加油基础设施的扩大，丰田将提供一种方便的替代电气化运输形式，而不是全电动BEV(电池供电的电动汽车)”。（文章来源：哈富资讯）","news_type":1},"isVote":1,"tweetType":1,"viewCount":1202,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4099470509812690","authorId":"4099470509812690","name":"一只没有耳朵一只没有尾巴","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"idStr":"4099470509812690","authorIdStr":"4099470509812690"},"content":"氢燃料电池不是电车？可控核聚变搞定了每辆车都装个核反应堆？","text":"氢燃料电池不是电车？可控核聚变搞定了每辆车都装个核反应堆？","html":"氢燃料电池不是电车？可控核聚变搞定了每辆车都装个核反应堆？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":143130181,"gmtCreate":1625776576644,"gmtModify":1625776576644,"author":{"id":"3573164402650618","authorId":"3573164402650618","name":"YQKKKK","avatar":"https://static.tigerbbs.com/d6029de1eeb9cec69a47956abf763b69","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573164402650618","authorIdStr":"3573164402650618"},"themes":[],"htmlText":"台积电，苹果，AMD这种公司不稳才怪。。坐涨","listText":"台积电，苹果，AMD这种公司不稳才怪。。坐涨","text":"台积电，苹果，AMD这种公司不稳才怪。。坐涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/143130181","repostId":"1126813474","repostType":2,"isVote":1,"tweetType":1,"viewCount":1252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852665160,"gmtCreate":1635262755073,"gmtModify":1635262755073,"author":{"id":"3573164402650618","authorId":"3573164402650618","name":"YQKKKK","avatar":"https://static.tigerbbs.com/d6029de1eeb9cec69a47956abf763b69","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573164402650618","authorIdStr":"3573164402650618"},"themes":[],"htmlText":"听说谁想弯道超车来着？电动三傻？","listText":"听说谁想弯道超车来着？电动三傻？","text":"听说谁想弯道超车来着？电动三傻？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/852665160","repostId":"1199954503","repostType":2,"repost":{"id":"1199954503","kind":"news","pubTimestamp":1635261883,"share":"https://www.laohu8.com/m/news/1199954503?lang=&edition=full","pubTime":"2021-10-26 23:24","market":"us","language":"zh","title":"谁点燃了特斯拉的股价？","url":"https://stock-news.laohu8.com/highlight/detail?id=1199954503","media":"未来汽车日报","summary":"在一系列利好消息的催化下，特斯拉的股价再度站上巅峰。\n10月25日，特斯拉股价涨12.7%达1024.86美元，总市值创纪录达到1.01万亿美元。这是特斯拉市值首次突破万亿，也让其一举超越Facebo","content":"<p>在一系列利好消息的催化下，特斯拉的股价再度站上巅峰。</p>\n<p>10月25日，特斯拉股价涨12.7%达1024.86美元，总市值创纪录达到1.01万亿美元。这是特斯拉市值首次突破万亿，也让其一举超越Facebook成为美股市值第五大公司。</p>\n<p>“疯狂的一万亿美元！”当天收盘之际，特斯拉CEO埃隆·马斯克（Elon Musk）在社交媒体上发文纪念这一里程碑式的时刻。</p>\n<p>在目前市值达到万亿的公司阵营中，前有苹果、微软、谷歌和亚马逊，作为唯一的汽车企业，特斯拉的市值比丰田、大众、戴姆勒、通用、福特等巨头的总和还要多，也超越了A股所有整车企业的市值总和。</p>\n<p><img src=\"https://static.tigerbbs.com/a10ca1b6f987f35482f30e8e7d1c271e\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n<p>“一夜之间，没想到特斯拉能涨这么多。”私募投资者但斌在社交媒体上表示，希望A股也跟上。</p>\n<p>资本市场也逐渐有所反应。当日，美股三大指数集体上涨，道指和标普500指数刷新历史新高。在上涨行情的带动下，近期表现低迷的“蔚小理”也纷纷跟涨，股价分别上涨6.16%、11.5%和6.07%。</p>\n<p>借助股价上涨，彭博亿万富翁指数榜单显示，马斯克的身价达到2520亿美元，稳坐全球首富的位置。相比10个月前刚登顶时，其身价上涨572亿美元，个人财富平均每天增长近2亿美元。</p>\n<p>这也给予资本市场更大的想象空间。在一位长期关注特斯拉的投资经理看来，特斯拉的下一个增长拐点就是超越苹果（2.46万亿），然后向总市值十万亿进发。</p>\n<p><b>谁在推动股价？</b></p>\n<p>如今回头来看，特斯拉的股价再创新高并非意外，自三季度财报发布以来，其利好消息就一直不断。</p>\n<p>10月26日，彭博社报道称，国际租车企业赫兹环球（Hertz Global）一口气购入10万辆特斯拉。不同于传统租赁公司，赫兹并没有选择购入高折扣的低配车型，而是全价购入高配置版本。</p>\n<p>这笔订单不仅是史上电动车数量最多的交易，更是直接为特斯拉带来42亿美元的收入，同时锁定了特斯拉10%的年产能。彭博社援引知情人士报道称，这些车辆将会在未来14个月内交付。</p>\n<p>经历了2017年的产能地狱，如今的特斯拉无疑已经具备消化这些订单的能力。</p>\n<p>消息发出后，一位网友在社交媒体上表示，“特斯拉拿下10万辆订单，是一个巨大的进步。”马斯克也在之后略显“凡尔赛”地回应称，“奇怪的是，特斯拉的估值变动在很大程度上是一个生产爬坡问题，而不是需求问题。”换言之，在马斯克眼中，特斯拉的销量向来都是供不应求。</p>\n<p><img src=\"https://static.tigerbbs.com/befc7a96f40433c191b8aa82a7cd2916\" tg-width=\"1080\" tg-height=\"629\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>来源：马斯克推特</p>\n<p>除了斩获史上最大的订单，中国市场也为特斯拉的股价添了一把火。</p>\n<p>10月25日，特斯拉向SEC递交的文件显示，今年三季度特斯拉在中国市场收入同比大增78.5%至31.13亿美元，这一数字也超过特斯拉在中国市场的全年收入66.62亿美元。前三季度，特斯拉在中国区实现营收90.15亿美元，约占特斯拉全球收入比例达25%，成为仅次于美国的第二大市场。</p>\n<p>事实上，自上海工厂投产以来，特斯拉就不断下注中国市场。今年以来，在成本压力下，特斯拉多次调整在美国的车型价格，而相比之下，特斯拉在中国市场则保持较低的售价策略。按照计划，到2021年底，特斯拉上海超级工厂国产化率将达到90%。</p>\n<p>为了持续吸引中国消费者，特斯拉也在不断深化本土化战略。10月25日，备受期待的特斯拉上海研发创新中心和特斯拉上海超级工厂数据中心均建设落成，并宣布将在近期投入使用。</p>\n<p>官方表示，按照《上海市数据中心建设导则（2021版）》相关要求，特斯拉已经完成数据中心相关审批备案要求，并建成特斯拉上海超级工厂数据中心，用于存储工厂生产等中国运营数据。</p>\n<p>随着数据中心的落地，这也意味着此前备受争议的数据隐私问题得到彻底解决。</p>\n<p>除此之外，推动股价上涨最关键的还是业绩。第三季度，特斯拉收获有史以来最好的净利润、营业利润，营收达同比增长58%达137.57亿美元，净利润同比大增389%至16.18亿美元。最关键的是，特斯拉的汽车毛利达到30.5%，这个数字比丰田2020年18%的毛利率还要高。</p>\n<p>如今刚年满18岁的特斯拉，已经成长为能赚钱养家的公司。</p>\n<p><b>能否超越苹果？</b></p>\n<p>万亿市值并非终点，伴随着特斯拉前进的步伐，资本市场对其期待值也随之水涨船高。</p>\n<p>今年9月，当Model 3登上欧洲新车销量榜首位，长期看涨特斯拉的摩根士丹利分析师亚当·乔纳斯(Adam Jonas)随之将特斯拉的目标价从每股900美元上调至1200美元。这意味着特斯拉的股价还有近20%的上涨空间。</p>\n<p>另一位看好特斯拉的Ark Investment Management创始人Cathie Wood认为，到2025年，特斯拉的股价会达到3000美元。</p>\n<p>“现在特斯拉的市值并没有高估，反而属于恢复状态。”上述投资经理分析称，随着特斯拉对传统汽车的挤压，后者的市值也将被特斯拉夺走。“前期资本市场对特斯拉的想象力会拉高其估值，随着业绩上涨，估值也会继续拉升，股价也会持续走高。”</p>\n<p>在他看来，无论是科技创新还是商业模式，特斯拉都足够性感。“下个阶段先超越苹果，后面就是无人驾驶FSD，随着业绩上涨，市值将会达到十万亿。”</p>\n<p><img src=\"https://static.tigerbbs.com/a6d9033b4f72fc940d2ad850edff1d10\" tg-width=\"1080\" tg-height=\"644\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>来源：特斯拉微博</p>\n<p>抛开市值，对于头部公司来说，最终的走向几乎都是凭借高利润以及规模化取胜。</p>\n<p>以苹果为例，作为全球市值最高的企业，目前其市盈率为29倍。根据市场研究机构Gartner发布的数据，苹果在2020年第四季度的手机出货量接近8000万台，超越三星成为全球智能手机销量冠军。</p>\n<p>调研公司Counterpoint发布报告称，今年第二季度，尽管苹果对全球手机出货量只有13%，但却获得了整个手机市场75%的营业利润，以及40%的营收。其营收能力可见一斑。</p>\n<p>对比现阶段的特斯拉，其2020年全球交付量为50万辆，仅占丰田以及大众集团的二十分之一，市盈率更是达到了300倍。在规模与市值严重不对等的情况下，特斯拉还需要在规模化的路上不断努力。</p>\n<p>10月8日，在股东大会上，特斯拉再次重申了2030年2000万辆的销量目标。也就是说，特斯拉要在10年之内，销量实现同比增长40倍。</p>\n<p>不过也有人表示，特斯拉的野心并不足以支撑起如此高的市值。</p>\n<p>“我们承认特斯拉的业绩无可挑剔，但这没有改变我们对特斯拉股价被高估的看法。” 一直看空特斯拉的投资公司Roth Capital Partners分析师克莱格·欧文（Craig Irwin）认为，未来汽车行业最大的催化剂是2024年发布的苹果汽车，该分析师将特斯拉的股价定在150美元。</p>\n<p>无论是看多者还是看空者，特斯拉都是如今资本市场当之无愧的宠儿。单从销量来看，特斯拉也已经稳坐自己的领跑地位，那么特斯拉能否超越苹果或许值得期待一下了。</p>","source":"WLQC","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>谁点燃了特斯拉的股价？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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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谁点燃了特斯拉的股价？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-26 23:24 北京时间&nbsp;&nbsp;&nbsp;<a href=https://auto-time.36kr.com/p/1457705316771720><strong>未来汽车日报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在一系列利好消息的催化下，特斯拉的股价再度站上巅峰。\n10月25日，特斯拉股价涨12.7%达1024.86美元，总市值创纪录达到1.01万亿美元。这是特斯拉市值首次突破万亿，也让其一举超越Facebook成为美股市值第五大公司。\n“疯狂的一万亿美元！”当天收盘之际，特斯拉CEO埃隆·马斯克（Elon Musk）在社交媒体上发文纪念这一里程碑式的时刻。\n在目前市值达到万亿的公司阵营中，前有苹果、微软...</p>\n\n<a href=\"https://auto-time.36kr.com/p/1457705316771720\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8541380317eba7ef07da7c529e879c07","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://auto-time.36kr.com/p/1457705316771720","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1199954503","content_text":"在一系列利好消息的催化下，特斯拉的股价再度站上巅峰。\n10月25日，特斯拉股价涨12.7%达1024.86美元，总市值创纪录达到1.01万亿美元。这是特斯拉市值首次突破万亿，也让其一举超越Facebook成为美股市值第五大公司。\n“疯狂的一万亿美元！”当天收盘之际，特斯拉CEO埃隆·马斯克（Elon Musk）在社交媒体上发文纪念这一里程碑式的时刻。\n在目前市值达到万亿的公司阵营中，前有苹果、微软、谷歌和亚马逊，作为唯一的汽车企业，特斯拉的市值比丰田、大众、戴姆勒、通用、福特等巨头的总和还要多，也超越了A股所有整车企业的市值总和。\n\n“一夜之间，没想到特斯拉能涨这么多。”私募投资者但斌在社交媒体上表示，希望A股也跟上。\n资本市场也逐渐有所反应。当日，美股三大指数集体上涨，道指和标普500指数刷新历史新高。在上涨行情的带动下，近期表现低迷的“蔚小理”也纷纷跟涨，股价分别上涨6.16%、11.5%和6.07%。\n借助股价上涨，彭博亿万富翁指数榜单显示，马斯克的身价达到2520亿美元，稳坐全球首富的位置。相比10个月前刚登顶时，其身价上涨572亿美元，个人财富平均每天增长近2亿美元。\n这也给予资本市场更大的想象空间。在一位长期关注特斯拉的投资经理看来，特斯拉的下一个增长拐点就是超越苹果（2.46万亿），然后向总市值十万亿进发。\n谁在推动股价？\n如今回头来看，特斯拉的股价再创新高并非意外，自三季度财报发布以来，其利好消息就一直不断。\n10月26日，彭博社报道称，国际租车企业赫兹环球（Hertz Global）一口气购入10万辆特斯拉。不同于传统租赁公司，赫兹并没有选择购入高折扣的低配车型，而是全价购入高配置版本。\n这笔订单不仅是史上电动车数量最多的交易，更是直接为特斯拉带来42亿美元的收入，同时锁定了特斯拉10%的年产能。彭博社援引知情人士报道称，这些车辆将会在未来14个月内交付。\n经历了2017年的产能地狱，如今的特斯拉无疑已经具备消化这些订单的能力。\n消息发出后，一位网友在社交媒体上表示，“特斯拉拿下10万辆订单，是一个巨大的进步。”马斯克也在之后略显“凡尔赛”地回应称，“奇怪的是，特斯拉的估值变动在很大程度上是一个生产爬坡问题，而不是需求问题。”换言之，在马斯克眼中，特斯拉的销量向来都是供不应求。\n\n来源：马斯克推特\n除了斩获史上最大的订单，中国市场也为特斯拉的股价添了一把火。\n10月25日，特斯拉向SEC递交的文件显示，今年三季度特斯拉在中国市场收入同比大增78.5%至31.13亿美元，这一数字也超过特斯拉在中国市场的全年收入66.62亿美元。前三季度，特斯拉在中国区实现营收90.15亿美元，约占特斯拉全球收入比例达25%，成为仅次于美国的第二大市场。\n事实上，自上海工厂投产以来，特斯拉就不断下注中国市场。今年以来，在成本压力下，特斯拉多次调整在美国的车型价格，而相比之下，特斯拉在中国市场则保持较低的售价策略。按照计划，到2021年底，特斯拉上海超级工厂国产化率将达到90%。\n为了持续吸引中国消费者，特斯拉也在不断深化本土化战略。10月25日，备受期待的特斯拉上海研发创新中心和特斯拉上海超级工厂数据中心均建设落成，并宣布将在近期投入使用。\n官方表示，按照《上海市数据中心建设导则（2021版）》相关要求，特斯拉已经完成数据中心相关审批备案要求，并建成特斯拉上海超级工厂数据中心，用于存储工厂生产等中国运营数据。\n随着数据中心的落地，这也意味着此前备受争议的数据隐私问题得到彻底解决。\n除此之外，推动股价上涨最关键的还是业绩。第三季度，特斯拉收获有史以来最好的净利润、营业利润，营收达同比增长58%达137.57亿美元，净利润同比大增389%至16.18亿美元。最关键的是，特斯拉的汽车毛利达到30.5%，这个数字比丰田2020年18%的毛利率还要高。\n如今刚年满18岁的特斯拉，已经成长为能赚钱养家的公司。\n能否超越苹果？\n万亿市值并非终点，伴随着特斯拉前进的步伐，资本市场对其期待值也随之水涨船高。\n今年9月，当Model 3登上欧洲新车销量榜首位，长期看涨特斯拉的摩根士丹利分析师亚当·乔纳斯(Adam Jonas)随之将特斯拉的目标价从每股900美元上调至1200美元。这意味着特斯拉的股价还有近20%的上涨空间。\n另一位看好特斯拉的Ark Investment Management创始人Cathie Wood认为，到2025年，特斯拉的股价会达到3000美元。\n“现在特斯拉的市值并没有高估，反而属于恢复状态。”上述投资经理分析称，随着特斯拉对传统汽车的挤压，后者的市值也将被特斯拉夺走。“前期资本市场对特斯拉的想象力会拉高其估值，随着业绩上涨，估值也会继续拉升，股价也会持续走高。”\n在他看来，无论是科技创新还是商业模式，特斯拉都足够性感。“下个阶段先超越苹果，后面就是无人驾驶FSD，随着业绩上涨，市值将会达到十万亿。”\n\n来源：特斯拉微博\n抛开市值，对于头部公司来说，最终的走向几乎都是凭借高利润以及规模化取胜。\n以苹果为例，作为全球市值最高的企业，目前其市盈率为29倍。根据市场研究机构Gartner发布的数据，苹果在2020年第四季度的手机出货量接近8000万台，超越三星成为全球智能手机销量冠军。\n调研公司Counterpoint发布报告称，今年第二季度，尽管苹果对全球手机出货量只有13%，但却获得了整个手机市场75%的营业利润，以及40%的营收。其营收能力可见一斑。\n对比现阶段的特斯拉，其2020年全球交付量为50万辆，仅占丰田以及大众集团的二十分之一，市盈率更是达到了300倍。在规模与市值严重不对等的情况下，特斯拉还需要在规模化的路上不断努力。\n10月8日，在股东大会上，特斯拉再次重申了2030年2000万辆的销量目标。也就是说，特斯拉要在10年之内，销量实现同比增长40倍。\n不过也有人表示，特斯拉的野心并不足以支撑起如此高的市值。\n“我们承认特斯拉的业绩无可挑剔，但这没有改变我们对特斯拉股价被高估的看法。” 一直看空特斯拉的投资公司Roth Capital Partners分析师克莱格·欧文（Craig Irwin）认为，未来汽车行业最大的催化剂是2024年发布的苹果汽车，该分析师将特斯拉的股价定在150美元。\n无论是看多者还是看空者，特斯拉都是如今资本市场当之无愧的宠儿。单从销量来看，特斯拉也已经稳坐自己的领跑地位，那么特斯拉能否超越苹果或许值得期待一下了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":159663249,"gmtCreate":1624963597681,"gmtModify":1624965737416,"author":{"id":"3573164402650618","authorId":"3573164402650618","name":"YQKKKK","avatar":"https://static.tigerbbs.com/d6029de1eeb9cec69a47956abf763b69","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573164402650618","authorIdStr":"3573164402650618"},"themes":[],"htmlText":"iPhone13马上出了，m1这么牛逼，台积电不涨谁涨？难不成还能涨小米？哈哈","listText":"iPhone13马上出了，m1这么牛逼，台积电不涨谁涨？难不成还能涨小米？哈哈","text":"iPhone13马上出了，m1这么牛逼，台积电不涨谁涨？难不成还能涨小米？哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/159663249","repostId":"2147921852","repostType":2,"repost":{"id":"2147921852","kind":"news","pubTimestamp":1624956398,"share":"https://www.laohu8.com/m/news/2147921852?lang=&edition=full","pubTime":"2021-06-29 16:46","market":"us","language":"zh","title":"产业链人士：台积电6月份营收预计会再创新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2147921852","media":"腾讯自选股综合","summary":"英文媒体是援引产业链人士的消息，报道台积电6月份的营收有望再创新高的，这一消息人士认为，即使有消息称比特大陆削减了订单，他仍相信台积电6月份的营收将再创新高。产业链人士认为台积电6月份的营收有望再创新高，可能与苹果下半年将推出的iPhone 13将搭载的A15处理器有关。","content":"<html><body><p>原标题：产业链人士：<a href=\"https://laohu8.com/S/TSM\">台积电</a>6月份营收预计会再创新高</p><p>6月29日消息，据国外媒体报道，芯片代工商台积电的营收，在今年3月份创下新高，达到了1291.27亿新台币，但在随后一个月下滑到了1113.15亿，5月份略有回升，但仍远低于3月份。</p><div><img src=\"http://k.sinaimg.cn/n/spider2021629/0/w500h300/20210629/c9e0-krwipas0383297.jpg/w720fin.jpg\"/></div><p>不过，英文媒体在最新的报道中表示，在6月份，台积电的营收预计会再创新高，超过今年3月份的1291.27亿新台币。</p><p>英文媒体是援引产业链人士的消息，报道台积电6月份的营收有望再创新高的，这一消息人士认为，即使有消息称比特大陆削减了订单，他仍相信台积电6月份的营收将再创新高。</p><p>产业链人士认为台积电6月份的营收有望再创新高，可能与<a href=\"https://laohu8.com/S/AAPL\">苹果</a>下半年将推出的iPhone 13将搭载的A15处理器有关。</p><p>在此前的报道中，英文媒体曾提到，台积电在5月份就将开始为苹果大规模生产A15处理器，采用加强版的5nm工艺。5月底开始量产，6月份的产量就会更高，出货量预计也不会低。</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>产业链人士：台积电6月份营收预计会再创新高</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产业链人士：台积电6月份营收预计会再创新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-29 16:46 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2021-06-29/doc-ikqciyzk2575721.shtml><strong>腾讯自选股综合</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：产业链人士：台积电6月份营收预计会再创新高6月29日消息，据国外媒体报道，芯片代工商台积电的营收，在今年3月份创下新高，达到了1291.27亿新台币，但在随后一个月下滑到了1113.15亿，5月份略有回升，但仍远低于3月份。不过，英文媒体在最新的报道中表示，在6月份，台积电的营收预计会再创新高，超过今年3月份的1291.27亿新台币。英文媒体是援引产业链人士的消息，报道台积电6月份的营收...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2021-06-29/doc-ikqciyzk2575721.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":{"TSM":"台积电"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2021-06-29/doc-ikqciyzk2575721.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2147921852","content_text":"原标题：产业链人士：台积电6月份营收预计会再创新高6月29日消息，据国外媒体报道，芯片代工商台积电的营收，在今年3月份创下新高，达到了1291.27亿新台币，但在随后一个月下滑到了1113.15亿，5月份略有回升，但仍远低于3月份。不过，英文媒体在最新的报道中表示，在6月份，台积电的营收预计会再创新高，超过今年3月份的1291.27亿新台币。英文媒体是援引产业链人士的消息，报道台积电6月份的营收有望再创新高的，这一消息人士认为，即使有消息称比特大陆削减了订单，他仍相信台积电6月份的营收将再创新高。产业链人士认为台积电6月份的营收有望再创新高，可能与苹果下半年将推出的iPhone 13将搭载的A15处理器有关。在此前的报道中，英文媒体曾提到，台积电在5月份就将开始为苹果大规模生产A15处理器，采用加强版的5nm工艺。5月底开始量产，6月份的产量就会更高，出货量预计也不会低。","news_type":1},"isVote":1,"tweetType":1,"viewCount":925,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315569550,"gmtCreate":1612264455070,"gmtModify":1703759499398,"author":{"id":"3573164402650618","authorId":"3573164402650618","name":"YQKKKK","avatar":"https://static.tigerbbs.com/d6029de1eeb9cec69a47956abf763b69","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573164402650618","authorIdStr":"3573164402650618"},"themes":[],"htmlText":"抄个底，波音这种公司，放长线很稳的","listText":"抄个底，波音这种公司，放长线很稳的","text":"抄个底，波音这种公司，放长线很稳的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/315569550","repostId":"2108855927","repostType":2,"isVote":1,"tweetType":1,"viewCount":861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852800916,"gmtCreate":1635255975844,"gmtModify":1635255975844,"author":{"id":"3573164402650618","authorId":"3573164402650618","name":"YQKKKK","avatar":"https://static.tigerbbs.com/d6029de1eeb9cec69a47956abf763b69","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573164402650618","authorIdStr":"3573164402650618"},"themes":[],"htmlText":"特斯拉还得涨，我先上车了","listText":"特斯拉还得涨，我先上车了","text":"特斯拉还得涨，我先上车了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/852800916","repostId":"2178401857","repostType":2,"repost":{"id":"2178401857","kind":"news","pubTimestamp":1635255498,"share":"https://www.laohu8.com/m/news/2178401857?lang=&edition=full","pubTime":"2021-10-26 21:38","market":"us","language":"zh","title":"科技巨头进入万亿美元俱乐部时间越来越短 特斯拉11年成为新成员","url":"https://stock-news.laohu8.com/highlight/detail?id=2178401857","media":"深圳商报","summary":"美股电动车龙头股特斯拉大涨12.66%，报1024.86美元，再创历史新高；总市值达10292亿美元，跻身万亿美元俱乐部，成为首家市值破万亿美元车企。至此，全球万亿美元俱乐部成员增至6名，分别为苹果、亚马逊、微软、谷歌、特斯拉、沙特阿美；6家公司总市值约11.33万亿美元。记者统计发现，科技巨头进入万亿俱乐部时间越来越短，相比首家市值破万亿美元的苹果用时38年，特斯拉仅用了11年。","content":"<html><body><article><p>美东时间10月25日，美股三大指数集体上涨。美股电动车龙头股<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>大涨12.66%，报1024.86美元，再创历史新高；<span>总市值</span>达10292亿美元，跻身万亿美元俱乐部，成为首家市值破万亿美元车企。至此，全球万亿美元俱乐部成员增至6名，分别为<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、特斯拉、沙特阿美；6家公司总市值约11.33万亿美元。</p><p>多重利好是特斯拉股价频创新高主因。特斯拉周一宣布，上海研发创新中心和特斯拉上海超级工厂数据中心均已建设落成，并将于近期投入使用。据特斯拉向美国证交会（SEC）提交的文件，今年第三季度特斯拉在中国市场收入达31.13亿美元，同比大增78.5%；今年前三季度特斯拉在中国区实现营收90.15亿美元，约占特斯拉全球收入比例达25%。特斯拉三季报超预期，财报显示，特斯拉第三季度营收137.57亿美元，同比增长56.85%；<span>净利润</span>16.18亿美元，同比增长388.82%。此外，特斯拉近日收到美国租车巨头Hertz Global Holdings Inc10万辆特斯拉汽车订单，合同价值约42亿美元。</p><p>随着特斯拉股价大幅飙升，其创始人马斯克的个人财富也水涨船高。目前，马斯克身家已经达到2886亿美元，超过全球富豪第二名亚马逊创始人杰夫·贝索斯的1930亿美元。</p><p>记者统计发现，科技巨头进入万亿俱乐部时间越来越短，相比首家市值破万亿美元的苹果用时38年，特斯拉仅用了11年。此外，沙特阿美上市即巅峰，IPO上市首日市值达1.88万亿美元，目前该股市值约2万亿美元，仅次于苹果、微软市值，位居全球上市公司市值第三名。</p><p>公开资料显示，前5家美国大型科技公司中，苹果与微软上世纪80年代上市，亚马逊于1997年上市，谷歌2004年上市，脸书2012年上市，特斯拉2010年上市。记者注意到，2018年8月，苹果成为全球首家市值突破万亿美元的公司。此后，亚马逊、微软、谷歌、脸书市值先后突破万亿美元。</p><p>据记者统计，苹果、微软分别花了38年、44年，让市值达到1万亿美元；而亚马逊、谷歌、脸书分别只用了21年、16年、9年……科技巨头晋升万亿俱乐部的时间大幅缩短，或与科技公司的盈利模式和创新能力有关。</p><p>特斯拉跻身万亿美元市值俱乐部，只用了11年时间；上升速度之快仅次于脸书，但目前脸书市值已<span>跌破</span>万亿美元，最新市值约9267亿美元。</p><p>值得一提的是，早在2007年，<a href=\"https://laohu8.com/S/601857\">中国石油</a>登陆A股市场，其市值也曾突破万亿美元。</p><p>下一个万亿美元公司将是谁？</p><p>“特斯拉之后，可能是<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>、<a href=\"https://laohu8.com/S/00700\">腾讯</a>，以及未上市的华为。”英大证券首席经济学家李大霄表示，资本市场龙头公司越长越大，目前苹果、微软、亚马逊、谷歌都属于引领全球变革的科技巨头，龙头公司依然具备明显竞争优势，但还是要注意美股市场估值高企。“长远来看，市场资金向优质公司集中是趋势，移动互联业务<a href=\"https://laohu8.com/S/603883\">老百姓</a>使用最多、最频，苹果很可能成为首家市值破3万亿美元的公司。”</p><p>读创/深圳商报记者 钟国斌</p><p>编辑 信嘉毅</p><p>责编 余虹洁</p><p>监制 刘柱</p><p>校审 孙世建</p><p>点击<strong>在看</strong>，让更多朋友看到！</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>科技巨头进入万亿美元俱乐部时间越来越短 特斯拉11年成为新成员</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科技巨头进入万亿美元俱乐部时间越来越短 特斯拉11年成为新成员\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-26 21:38 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202110262143387c4c64cf&s=b><strong>深圳商报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美东时间10月25日，美股三大指数集体上涨。美股电动车龙头股特斯拉大涨12.66%，报1024.86美元，再创历史新高；总市值达10292亿美元，跻身万亿美元俱乐部，成为首家市值破万亿美元车企。至此，全球万亿美元俱乐部成员增至6名，分别为苹果、亚马逊、微软、谷歌、特斯拉、沙特阿美；6家公司总市值约11.33万亿美元。多重利好是特斯拉股价频创新高主因。特斯拉周一宣布，上海研发创新中心和特斯拉上海超级...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202110262143387c4c64cf&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/b4edcd70007a48ee832e76f61e110854","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202110262143387c4c64cf&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2178401857","content_text":"美东时间10月25日，美股三大指数集体上涨。美股电动车龙头股特斯拉大涨12.66%，报1024.86美元，再创历史新高；总市值达10292亿美元，跻身万亿美元俱乐部，成为首家市值破万亿美元车企。至此，全球万亿美元俱乐部成员增至6名，分别为苹果、亚马逊、微软、谷歌、特斯拉、沙特阿美；6家公司总市值约11.33万亿美元。多重利好是特斯拉股价频创新高主因。特斯拉周一宣布，上海研发创新中心和特斯拉上海超级工厂数据中心均已建设落成，并将于近期投入使用。据特斯拉向美国证交会（SEC）提交的文件，今年第三季度特斯拉在中国市场收入达31.13亿美元，同比大增78.5%；今年前三季度特斯拉在中国区实现营收90.15亿美元，约占特斯拉全球收入比例达25%。特斯拉三季报超预期，财报显示，特斯拉第三季度营收137.57亿美元，同比增长56.85%；净利润16.18亿美元，同比增长388.82%。此外，特斯拉近日收到美国租车巨头Hertz Global Holdings Inc10万辆特斯拉汽车订单，合同价值约42亿美元。随着特斯拉股价大幅飙升，其创始人马斯克的个人财富也水涨船高。目前，马斯克身家已经达到2886亿美元，超过全球富豪第二名亚马逊创始人杰夫·贝索斯的1930亿美元。记者统计发现，科技巨头进入万亿俱乐部时间越来越短，相比首家市值破万亿美元的苹果用时38年，特斯拉仅用了11年。此外，沙特阿美上市即巅峰，IPO上市首日市值达1.88万亿美元，目前该股市值约2万亿美元，仅次于苹果、微软市值，位居全球上市公司市值第三名。公开资料显示，前5家美国大型科技公司中，苹果与微软上世纪80年代上市，亚马逊于1997年上市，谷歌2004年上市，脸书2012年上市，特斯拉2010年上市。记者注意到，2018年8月，苹果成为全球首家市值突破万亿美元的公司。此后，亚马逊、微软、谷歌、脸书市值先后突破万亿美元。据记者统计，苹果、微软分别花了38年、44年，让市值达到1万亿美元；而亚马逊、谷歌、脸书分别只用了21年、16年、9年……科技巨头晋升万亿俱乐部的时间大幅缩短，或与科技公司的盈利模式和创新能力有关。特斯拉跻身万亿美元市值俱乐部，只用了11年时间；上升速度之快仅次于脸书，但目前脸书市值已跌破万亿美元，最新市值约9267亿美元。值得一提的是，早在2007年，中国石油登陆A股市场，其市值也曾突破万亿美元。下一个万亿美元公司将是谁？“特斯拉之后，可能是阿里巴巴、腾讯，以及未上市的华为。”英大证券首席经济学家李大霄表示，资本市场龙头公司越长越大，目前苹果、微软、亚马逊、谷歌都属于引领全球变革的科技巨头，龙头公司依然具备明显竞争优势，但还是要注意美股市场估值高企。“长远来看，市场资金向优质公司集中是趋势，移动互联业务老百姓使用最多、最频，苹果很可能成为首家市值破3万亿美元的公司。”读创/深圳商报记者 钟国斌编辑 信嘉毅责编 余虹洁监制 刘柱校审 孙世建点击在看，让更多朋友看到！","news_type":1},"isVote":1,"tweetType":1,"viewCount":971,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":122610708,"gmtCreate":1624616192904,"gmtModify":1624616192904,"author":{"id":"3573164402650618","authorId":"3573164402650618","name":"YQKKKK","avatar":"https://static.tigerbbs.com/d6029de1eeb9cec69a47956abf763b69","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573164402650618","authorIdStr":"3573164402650618"},"themes":[],"htmlText":"三星产的肯定不如台积电啊，无视骁龙处理器就行了。。。落后苹果两年都不止","listText":"三星产的肯定不如台积电啊，无视骁龙处理器就行了。。。落后苹果两年都不止","text":"三星产的肯定不如台积电啊，无视骁龙处理器就行了。。。落后苹果两年都不止","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/122610708","repostId":"2146203190","repostType":2,"repost":{"id":"2146203190","kind":"news","pubTimestamp":1624603980,"share":"https://www.laohu8.com/m/news/2146203190?lang=&edition=full","pubTime":"2021-06-25 14:53","market":"us","language":"zh","title":"沈义人谈高通骁龙895：大概率会是三星、台积电双供应商代工","url":"https://stock-news.laohu8.com/highlight/detail?id=2146203190","media":"快科技","summary":"按照惯例，高通骁龙888继任者将于今年年底正式登场，2022年年初量产商用。6月25日消息，沈义人发文表示，我感觉高通下一代旗舰芯片大概率不会三星单供应商了，加入台积电应该也是大概率事件了。在工艺方面，高通将骁龙888订单交给了三星，采用其最新5nm工艺代工，而台积电5nm工艺的最大订单则来自苹果的A14 Bionic芯片。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20210625150826514v246ut91yjc6ftm\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20210625150837031v246rrm05ovz803\"/><p>按照惯例，<a href=\"https://laohu8.com/S/QCOM\">高通</a>骁龙888继任者将于今年年底正式登场，2022年年初量产商用。</p><p>目前关于高通下一代旗舰处理器的细节众说纷纭，沈义人提出了自己的看法。</p><p>6月25日消息，沈义人发文表示，<strong>我感觉</strong>高通下一代旗舰芯片大概率不会<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>单供应商了，加入<a href=\"https://laohu8.com/S/TSM\">台积电</a>应该也是大概率事件了。</p><p>沈义人指出，<strong>对于新工艺新制程各家吃透的水平有高有低，双供应商肯定比单供应商更</strong>保险些，我并没有说三星就一定差。</p><p>今年骁龙 888是高通非常重视的产品，从其命名可见一斑。骁龙888全球首发ARM Cortex-X1超大核，全新的Adreno 660 GPU带来史上最大升级，内置高通第三代骁龙X60 5G基带，各项数据都是业内领先。</p><p>在工艺方面，高通将骁龙888订单交给了三星，<strong>采用其最新5nm工艺代工，而</strong>台积电5nm工艺的最大订单则来自<a href=\"https://laohu8.com/S/AAPL\">苹果</a>的A14 Bionic芯片。</p><p>根据目前的爆料信息，台积电有可能会代工高通下一代旗舰处理器，目前关于下一代芯片的命名暂时还无法确认，<strong>可能会命名为骁龙895，新品预计会在12月份前后登场。</strong></p><p>（文章来源：快科技）</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>沈义人谈高通骁龙895：大概率会是三星、台积电双供应商代工</title>\n<style 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888是高通非常重视的...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021062515083879cadee4&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":{"EWT":"台湾ETF-iShares MSCI","SMSN.UK":"三星","03145":"华夏亚洲高息股","TSM":"台积电","QCOM":"高通"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021062515083879cadee4&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2146203190","content_text":"按照惯例，高通骁龙888继任者将于今年年底正式登场，2022年年初量产商用。目前关于高通下一代旗舰处理器的细节众说纷纭，沈义人提出了自己的看法。6月25日消息，沈义人发文表示，我感觉高通下一代旗舰芯片大概率不会三星单供应商了，加入台积电应该也是大概率事件了。沈义人指出，对于新工艺新制程各家吃透的水平有高有低，双供应商肯定比单供应商更保险些，我并没有说三星就一定差。今年骁龙 888是高通非常重视的产品，从其命名可见一斑。骁龙888全球首发ARM Cortex-X1超大核，全新的Adreno 660 GPU带来史上最大升级，内置高通第三代骁龙X60 5G基带，各项数据都是业内领先。在工艺方面，高通将骁龙888订单交给了三星，采用其最新5nm工艺代工，而台积电5nm工艺的最大订单则来自苹果的A14 Bionic芯片。根据目前的爆料信息，台积电有可能会代工高通下一代旗舰处理器，目前关于下一代芯片的命名暂时还无法确认，可能会命名为骁龙895，新品预计会在12月份前后登场。（文章来源：快科技）","news_type":1},"isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380750284,"gmtCreate":1612597688048,"gmtModify":1703763933001,"author":{"id":"3573164402650618","authorId":"3573164402650618","name":"YQKKKK","avatar":"https://static.tigerbbs.com/d6029de1eeb9cec69a47956abf763b69","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573164402650618","authorIdStr":"3573164402650618"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YSG\">$逸仙电商(YSG)$</a>牛逼","listText":"<a 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网民玩的就是情绪，来的快，去的也快","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329410648211544","isVote":1,"tweetType":1,"viewCount":842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":885008229,"gmtCreate":1631737855961,"gmtModify":1631737855961,"author":{"id":"3573164402650618","authorId":"3573164402650618","name":"YQKKKK","avatar":"https://static.tigerbbs.com/d6029de1eeb9cec69a47956abf763b69","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3573164402650618","authorIdStr":"3573164402650618"},"themes":[],"htmlText":"目标价300太高了，回到250美元就可以了","listText":"目标价300太高了，回到250美元就可以了","text":"目标价300太高了，回到250美元就可以了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/885008229","repostId":"2167530592","repostType":2,"repost":{"id":"2167530592","kind":"news","pubTimestamp":1631732075,"share":"https://www.laohu8.com/m/news/2167530592?lang=&edition=full","pubTime":"2021-09-16 02:54","market":"sh","language":"zh","title":"海纳国际：波音(BA.N)股价目前看来已经顶住了737 Max在中国复飞、...","url":"https://stock-news.laohu8.com/highlight/detail?id=2167530592","media":"新浪财经","summary":"海纳国际：波音(BA.N)股价目前看来已经顶住了737 Max在中国复飞、787客机接受检查等负面事件的压力，预计这些问题将在不久的将来得到解决，有望成为股价催化剂。维持该股正面评级，目标价300美元。","content":"<html><body><p>海纳国际：<a href=\"https://laohu8.com/S/BA\">波音</a>(BA.N)股价目前看来已经顶住了737 Max在中国复飞、787客机接受检查等负面事件的压力，预计这些问题将在不久的将来得到解决，有望成为股价催化剂。维持该股正面评级，目标价300美元。</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>海纳国际：波音(BA.N)股价目前看来已经顶住了737 Max在中国复飞、...</title>\n<style 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href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/7x24/2021-09-16/doc-iktzqtyt6239415.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/94e31336d6af672b08c5ae7ff8b4ec12","relate_stocks":{"BA":"波音"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/7x24/2021-09-16/doc-iktzqtyt6239415.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2167530592","content_text":"海纳国际：波音(BA.N)股价目前看来已经顶住了737 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