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我挥衣袖带走云
2021-03-16
I don't understand a damn word
The Only Number That Matters When Sundial Growers Reports Earnings This Week
我挥衣袖带走云
2021-03-02
人家是今年缺,你是一直缺,啥时候不缺了?一次就给经销商3台5台的,再给货不知道猴年了。
小米高管:今年芯片缺货,不是缺,而是极缺
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Meanwhile BDSA recently estimated that Canadian pot sales would rocket from $2.6 billion in 2020 to $6.4 billion by 2026. In short, it's a great time to be a marijuana industry optimist.</p>\n<div><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F617800%2Fmarijuana-cannabis-weed-pot-leaf-cash-tax-regulation-getty.jpg&w=700&op=resize\" srcset=\"https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/617800/marijuana-cannabis-weed-pot-leaf-cash-tax-regulation-getty.jpg&w=300&op=resize 300w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/617800/marijuana-cannabis-weed-pot-leaf-cash-tax-regulation-getty.jpg&w=1000&op=resize 1000w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/617800/marijuana-cannabis-weed-pot-leaf-cash-tax-regulation-getty.jpg&w=2000&op=resize 2000w\"/>\n<p>Image source: Getty Images.</p>\n</div>\n<h2>Investors are obsessed with a marijuana penny stock</h2>\n<p>But of the dozens of marijuana stocks investors could choose to buy, it's Canadian licensed producer and penny stock <strong>Sundial Growers</strong> <span>(NASDAQ:SNDL)</span> that's become the clear-cut favorite. On millennial-dominant online investing app Robinhood, Sundial is the fourth most-held stock, which puts it ahead of the likes of <strong>Amazon</strong>, <strong>Microsoft</strong>, and <strong>Walt Disney</strong>.</p>\n<p>Part of the reason Sundial has been so popular is its association to the retail investor-fueled Reddit frenzy. Beginning in January, retail investors on Reddit's WallStreetBets chatroom began buying shares and out-of-the-money call options in dozens of stocks with high levels of short interest, with the goal of effecting a short squeeze. <strong>GameStop</strong> is the best-known of the Reddit plays, but Sundial Growers was also quite popular for a few weeks.</p>\n<p>Investors appear to be taken by the prospects of the U.S. legalizing cannabis at the federal level, too. Joe Biden's victory in November, coupled with the Democrats winning back the Senate by the slimmest of majorities in early January, may pave the way for real marijuana reform in Washington. Keep in mind that an all-time record 68% of Americans favored legalization in Gallup's most recent national poll, and self-identified Democrats have a considerably more favorable view of pot than folks identifying as Republicans.</p><div></div>\n<p>The third lure for Sundial looks to be its monstrous cash pile. Following a $74.5 million registered direct offering in early February, the company announced that it had $610 million in unrestricted cash on its balance sheet. An additional $89 million worth of warrants were exercised just weeks later. This effectively gives Sundial in the neighborhood of $700 million in cash to go shopping or work its way into the U.S., if marijuana's scheduling is changed. </p>\n<div><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F617800%2Fquarterly-report-stock-investing-market-earnings-beat-miss-getty.jpg&w=700&op=resize\" srcset=\"https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/617800/quarterly-report-stock-investing-market-earnings-beat-miss-getty.jpg&w=300&op=resize 300w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/617800/quarterly-report-stock-investing-market-earnings-beat-miss-getty.jpg&w=1000&op=resize 1000w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/617800/quarterly-report-stock-investing-market-earnings-beat-miss-getty.jpg&w=2000&op=resize 2000w\"/>\n<p>Image source: Getty Images.</p>\n</div>\n<h2>This will be the most important number in Sundial's forthcoming earnings report</h2>\n<p>But this week marks a big test for the most-popular pot stock. On Wednesday, March 17, the company will be lifting the hood on its fourth quarter and full-year operating results. A lot of investors will be (logically) honing in on Sundial's retail sales or paying close attention to its bottom line to see if its recent quarterly losses are shrinking. However, neither of these figures is the most important number.</p>\n<p>Following countless registered offerings, at-the-market capital raises, and debt-to-equity swaps, the most important number is Sundial's outstanding share count. We know from its Feb. 4 update that the company had approximately 1.56 billion shares outstanding. This figure is probably more like 1.66 billion after the exercising of 98.3 million warrants last month.</p>\n<p>What's more, Sundial Growers' board OK'd a shelf offering that would allow it to sell a mixed basket of securities to raise up to $1 billion over time. Put another way, its board OK'd the company to sell up to $1 billion more in common stock. This comes after a more than 1.1 billion increase in its outstanding share count since the end of September.</p><div></div>\n<p>Even if Sundial's report doesn't reflect some of the latest capital-raising activity, the substantial increase in the company's outstanding share count through the end of 2020 will be impossible to hide. It'll force investors to confront the reality that Sundial's highly touted cash pile was built atop the backs of its trusted shareholders.</p>\n<div><img src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F617800%2Finvestor-looking-at-financials-magnifying-glass-getty.jpg&w=700&op=resize\" srcset=\"https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/617800/investor-looking-at-financials-magnifying-glass-getty.jpg&w=300&op=resize 300w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/617800/investor-looking-at-financials-magnifying-glass-getty.jpg&w=1000&op=resize 1000w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/617800/investor-looking-at-financials-magnifying-glass-getty.jpg&w=2000&op=resize 2000w\"/>\n<p>Image source: Getty Images.</p>\n</div>\n<h2>Investors are about to realize that Sundial is grossly overvalued</h2>\n<p>Sundial's full-year results and 2021 outlook might also decisively demonstrate just how expensive it is, relative to other Canadian licensed producers and U.S. multistate operators.</p>\n<p>In partial defense to Sundial, the company is in the midst of an operating transition. Having previously focused on wholesale cannabis, Sundial is making the shift to the retail side of the equation, which offers much juicier margins. Undertaking this transition means forgoing wholesale cannabis revenue and building its retail segment from the ground up. In other words, year-over-year revenue comparisons are ugly, with a capital 'U.'</p>\n<p>But even giving Sundial the benefit of the doubt with this business transition, its projected forward-year price-to-sales ratio is in nosebleed territory. Because it has an estimated 1.66 billion shares outstanding, the company's market cap is $2.36 billion (even with a minuscule share price of $1.42). Yet Wall Street's current consensus is only for $89 million in full-year sales in 2022. That's a price-to-sales multiple of nearly 27 for next year. By comparison, most U.S. multistate operators can be purchased at multiples of 2 to 5 times sales in 2022.</p><div></div>\n<p>Wall Street also isn't expecting Sundial to make a run of recurring profits until 2022, at the earliest. With ongoing share-based dilution and its existing 1.66 billion outstanding shares, the company will be lucky to generate a few pennies per share in annual profit.</p>\n<p>Even looking three or four years into the future, I can't even come close to justifying its current valuation. My suspicion is investors will also come to this conclusion after the company releases its Q4 earnings report and offers guidance for 2021.</p>\n<div></div>\n</span></body></html>","source":"fool_stock","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>The Only Number That Matters When Sundial Growers Reports Earnings This Week</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\">\nThe Only Number That Matters When Sundial Growers Reports Earnings This Week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-15 00:00 GMT+8 <a href=https://www.fool.com/investing/2021/03/15/only-number-that-matters-sundial-growers-earnings/><strong>Sean Williams</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Though all eyes are on tech and other innovative industries, it's marijuana that could be one of the fastest-growing industries of the decade.\nAccording to New Frontier Data, cannabis sales in the U.S...</p>\n\n<a href=\"https://www.fool.com/investing/2021/03/15/only-number-that-matters-sundial-growers-earnings/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SNDL":"SNDL Inc."},"source_url":"https://www.fool.com/investing/2021/03/15/only-number-that-matters-sundial-growers-earnings/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2119414911","content_text":"Though all eyes are on tech and other innovative industries, it's marijuana that could be one of the fastest-growing industries of the decade.\nAccording to New Frontier Data, cannabis sales in the U.S. are expected to grow by 21% annually between 2019 and 2025, ultimately reaching $41.5 billion by mid-decade. Meanwhile BDSA recently estimated that Canadian pot sales would rocket from $2.6 billion in 2020 to $6.4 billion by 2026. In short, it's a great time to be a marijuana industry optimist.\n\nImage source: Getty Images.\n\nInvestors are obsessed with a marijuana penny stock\nBut of the dozens of marijuana stocks investors could choose to buy, it's Canadian licensed producer and penny stock Sundial Growers (NASDAQ:SNDL) that's become the clear-cut favorite. On millennial-dominant online investing app Robinhood, Sundial is the fourth most-held stock, which puts it ahead of the likes of Amazon, Microsoft, and Walt Disney.\nPart of the reason Sundial has been so popular is its association to the retail investor-fueled Reddit frenzy. Beginning in January, retail investors on Reddit's WallStreetBets chatroom began buying shares and out-of-the-money call options in dozens of stocks with high levels of short interest, with the goal of effecting a short squeeze. GameStop is the best-known of the Reddit plays, but Sundial Growers was also quite popular for a few weeks.\nInvestors appear to be taken by the prospects of the U.S. legalizing cannabis at the federal level, too. Joe Biden's victory in November, coupled with the Democrats winning back the Senate by the slimmest of majorities in early January, may pave the way for real marijuana reform in Washington. Keep in mind that an all-time record 68% of Americans favored legalization in Gallup's most recent national poll, and self-identified Democrats have a considerably more favorable view of pot than folks identifying as Republicans.\nThe third lure for Sundial looks to be its monstrous cash pile. Following a $74.5 million registered direct offering in early February, the company announced that it had $610 million in unrestricted cash on its balance sheet. An additional $89 million worth of warrants were exercised just weeks later. This effectively gives Sundial in the neighborhood of $700 million in cash to go shopping or work its way into the U.S., if marijuana's scheduling is changed. \n\nImage source: Getty Images.\n\nThis will be the most important number in Sundial's forthcoming earnings report\nBut this week marks a big test for the most-popular pot stock. On Wednesday, March 17, the company will be lifting the hood on its fourth quarter and full-year operating results. A lot of investors will be (logically) honing in on Sundial's retail sales or paying close attention to its bottom line to see if its recent quarterly losses are shrinking. However, neither of these figures is the most important number.\nFollowing countless registered offerings, at-the-market capital raises, and debt-to-equity swaps, the most important number is Sundial's outstanding share count. We know from its Feb. 4 update that the company had approximately 1.56 billion shares outstanding. This figure is probably more like 1.66 billion after the exercising of 98.3 million warrants last month.\nWhat's more, Sundial Growers' board OK'd a shelf offering that would allow it to sell a mixed basket of securities to raise up to $1 billion over time. Put another way, its board OK'd the company to sell up to $1 billion more in common stock. This comes after a more than 1.1 billion increase in its outstanding share count since the end of September.\nEven if Sundial's report doesn't reflect some of the latest capital-raising activity, the substantial increase in the company's outstanding share count through the end of 2020 will be impossible to hide. It'll force investors to confront the reality that Sundial's highly touted cash pile was built atop the backs of its trusted shareholders.\n\nImage source: Getty Images.\n\nInvestors are about to realize that Sundial is grossly overvalued\nSundial's full-year results and 2021 outlook might also decisively demonstrate just how expensive it is, relative to other Canadian licensed producers and U.S. multistate operators.\nIn partial defense to Sundial, the company is in the midst of an operating transition. Having previously focused on wholesale cannabis, Sundial is making the shift to the retail side of the equation, which offers much juicier margins. Undertaking this transition means forgoing wholesale cannabis revenue and building its retail segment from the ground up. In other words, year-over-year revenue comparisons are ugly, with a capital 'U.'\nBut even giving Sundial the benefit of the doubt with this business transition, its projected forward-year price-to-sales ratio is in nosebleed territory. Because it has an estimated 1.66 billion shares outstanding, the company's market cap is $2.36 billion (even with a minuscule share price of $1.42). Yet Wall Street's current consensus is only for $89 million in full-year sales in 2022. That's a price-to-sales multiple of nearly 27 for next year. By comparison, most U.S. multistate operators can be purchased at multiples of 2 to 5 times sales in 2022.\nWall Street also isn't expecting Sundial to make a run of recurring profits until 2022, at the earliest. With ongoing share-based dilution and its existing 1.66 billion outstanding shares, the company will be lucky to generate a few pennies per share in annual profit.\nEven looking three or four years into the future, I can't even come close to justifying its current valuation. My suspicion is investors will also come to this conclusion after the company releases its Q4 earnings report and offers guidance for 2021.","news_type":1},"isVote":1,"tweetType":1,"viewCount":260,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":362763629,"gmtCreate":1614669649861,"gmtModify":1703479619740,"author":{"id":"3574398554201144","authorId":"3574398554201144","name":"我挥衣袖带走云","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3574398554201144","idStr":"3574398554201144"},"themes":[],"htmlText":"人家是今年缺,你是一直缺,啥时候不缺了?一次就给经销商3台5台的,再给货不知道猴年了。","listText":"人家是今年缺,你是一直缺,啥时候不缺了?一次就给经销商3台5台的,再给货不知道猴年了。","text":"人家是今年缺,你是一直缺,啥时候不缺了?一次就给经销商3台5台的,再给货不知道猴年了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362763629","repostId":"2116172537","repostType":2,"repost":{"id":"2116172537","pubTimestamp":1614598444,"share":"https://www.laohu8.com/m/news/2116172537?lang=&edition=full","pubTime":"2021-03-01 19:34","market":"hk","language":"zh","title":"小米高管:今年芯片缺货,不是缺,而是极缺","url":"https://stock-news.laohu8.com/highlight/detail?id=2116172537","media":"腾讯新闻","summary":"今年高通最新的骁龙888和骁龙870两款芯片,在当前手机界存在普遍缺货这一消息或许基本已经坐实了。在Redmi K40系列手机发布之前,小米11是全球首款搭载骁龙888处理器的手机,在1月份的“独占”供应期中,相对而言并不算难买,由此也创造了不到一个月销量破100万的市场成绩。","content":"<html><body><article><p>原标题:小米高管诉苦“芯片极缺”,21年换手机还要做等等党吗?</p><p>在手机圈里有这样一类人,大家称其为“等等党”,小编一直以来也是其中的一员,总认为多等一会,就能花更少的钱、买更好的东西,在很长一段时间也确实有用。不过近期发生的两件事情,让小编突然觉得,2021年“等一等”或许未必是最好的选择。</p><p>其一,2月24日小米高管卢伟冰称:今年芯片太缺了,不是缺,是极缺……</p><p>今年<a href=\"https://laohu8.com/S/QCOM\">高通</a>最新的骁龙888和骁龙870两款芯片,在当前手机界存在普遍缺货这一消息或许基本已经坐实了。所以别看现在各厂商在新机宣传时喊的凶,但到底有多少现货可卖,可能只有自己才知道。进一步推测,今年的骁龙8系新机想要入手,普通消费者如果不抓住前期的产品销售机会,后续越等可能越遥遥无期。</p><p>其二是2月26日,一加手机宣布:一加8T即日起实现全面现货销售。</p><p>一加8T是去年10月15日发布,截至今天上市时间已超过4个月。在如此长的市场存续期间,一直因“真香”属性被市场热捧,越到后期越难以抢到。比此前一般一两个月就能实现现货销售的惯例形成了明显差异。</p><p>在Redmi 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103011938567a49e067&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/b398ea1f2d08ca1e4e42df41f1132c6c","relate_stocks":{"159813":"芯片","01810":"小米集团-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103011938567a49e067&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2116172537","content_text":"原标题:小米高管诉苦“芯片极缺”,21年换手机还要做等等党吗?在手机圈里有这样一类人,大家称其为“等等党”,小编一直以来也是其中的一员,总认为多等一会,就能花更少的钱、买更好的东西,在很长一段时间也确实有用。不过近期发生的两件事情,让小编突然觉得,2021年“等一等”或许未必是最好的选择。其一,2月24日小米高管卢伟冰称:今年芯片太缺了,不是缺,是极缺……今年高通最新的骁龙888和骁龙870两款芯片,在当前手机界存在普遍缺货这一消息或许基本已经坐实了。所以别看现在各厂商在新机宣传时喊的凶,但到底有多少现货可卖,可能只有自己才知道。进一步推测,今年的骁龙8系新机想要入手,普通消费者如果不抓住前期的产品销售机会,后续越等可能越遥遥无期。其二是2月26日,一加手机宣布:一加8T即日起实现全面现货销售。一加8T是去年10月15日发布,截至今天上市时间已超过4个月。在如此长的市场存续期间,一直因“真香”属性被市场热捧,越到后期越难以抢到。比此前一般一两个月就能实现现货销售的惯例形成了明显差异。在Redmi K40系列手机发布之前,小米11是全球首款搭载骁龙888处理器的手机,在1月份的“独占”供应期中,相对而言并不算难买,由此也创造了不到一个月销量破100万的市场成绩。但进入2月份后,不但小米11一机难求,而且市场上的骁龙888手机大多是有价无货,就连刚刚发布的Redmi K40系列手机,还没正式开卖就给外界提前打预防针,可想而知首批备货后,什么时间能达到充足现货销售,谁也不好估计。一加8T的表现也能侧面辅助这一点。最初的几次销售中,充足的现货储备即便是需要抢购也不算很难。首销时创造了1分钟销售额破亿、10分钟破2亿;二次销售时又在多个电商平台实现了销量和销售额的双冠军。这说明最初的现货储备是充足的,不过持续的市场火热表现大大超出一加官方的预期,后续的产能跟不上市场的需求时,“一机难求”现象就不可避免,必然也导致该机时间越向后越难购买到。所以,当机会刚刚显现时,做一个“火眼金睛”的消费者把握好最初时间,自然就能先人一步早享受。比如一加8T,即便是放到今天,以骁龙865为主的硬件配置,在性能上依然处于旗舰水准;120Hz刷新率的DisplayMate 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19:34","market":"hk","language":"zh","title":"小米高管:今年芯片缺货,不是缺,而是极缺","url":"https://stock-news.laohu8.com/highlight/detail?id=2116172537","media":"腾讯新闻","summary":"今年高通最新的骁龙888和骁龙870两款芯片,在当前手机界存在普遍缺货这一消息或许基本已经坐实了。在Redmi K40系列手机发布之前,小米11是全球首款搭载骁龙888处理器的手机,在1月份的“独占”供应期中,相对而言并不算难买,由此也创造了不到一个月销量破100万的市场成绩。","content":"<html><body><article><p>原标题:小米高管诉苦“芯片极缺”,21年换手机还要做等等党吗?</p><p>在手机圈里有这样一类人,大家称其为“等等党”,小编一直以来也是其中的一员,总认为多等一会,就能花更少的钱、买更好的东西,在很长一段时间也确实有用。不过近期发生的两件事情,让小编突然觉得,2021年“等一等”或许未必是最好的选择。</p><p>其一,2月24日小米高管卢伟冰称:今年芯片太缺了,不是缺,是极缺……</p><p>今年<a href=\"https://laohu8.com/S/QCOM\">高通</a>最新的骁龙888和骁龙870两款芯片,在当前手机界存在普遍缺货这一消息或许基本已经坐实了。所以别看现在各厂商在新机宣传时喊的凶,但到底有多少现货可卖,可能只有自己才知道。进一步推测,今年的骁龙8系新机想要入手,普通消费者如果不抓住前期的产品销售机会,后续越等可能越遥遥无期。</p><p>其二是2月26日,一加手机宣布:一加8T即日起实现全面现货销售。</p><p>一加8T是去年10月15日发布,截至今天上市时间已超过4个月。在如此长的市场存续期间,一直因“真香”属性被市场热捧,越到后期越难以抢到。比此前一般一两个月就能实现现货销售的惯例形成了明显差异。</p><p>在Redmi K40系列手机发布之前,小米11是全球首款搭载骁龙888处理器的手机,在1月份的“独占”供应期中,相对而言并不算难买,由此也创造了不到一个月销量破100万的市场成绩。</p><p>但进入2月份后,不但小米11一机难求,而且市场上的骁龙888手机大多是有价无货,就连刚刚发布的Redmi K40系列手机,还没正式开卖就给外界提前打预防针,可想而知首批备货后,什么时间能达到充足现货销售,谁也不好估计。</p><p>一加8T的表现也能侧面辅助这一点。最初的几次销售中,充足的现货储备即便是需要抢购也不算很难。首销时创造了1分钟销售额破亿、10分钟破2亿;二次销售时又在多个电商平台实现了销量和销售额的双冠军。</p><p>这说明最初的现货储备是充足的,不过持续的市场火热表现大大超出一加官方的预期,后续的产能跟不上市场的需求时,“一机难求”现象就不可避免,必然也导致该机时间越向后越难购买到。</p><p>所以,当机会刚刚显现时,做一个“火眼金睛”的消费者把握好最初时间,自然就能先人一步早享受。比如一加8T,即便是放到今天,以骁龙865为主的硬件配置,在性能上依然处于旗舰水准;120Hz刷新率的DisplayMate A+评级2.5D柔性屏,继续引领着屏幕旗舰标准;65W快充的加持,可以给日常使用体验带来质的提升。</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>小米高管:今年芯片缺货,不是缺,而是极缺</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小米高管:今年芯片缺货,不是缺,而是极缺\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-01 19:34 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103011938567a49e067&s=b><strong>腾讯新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题:小米高管诉苦“芯片极缺”,21年换手机还要做等等党吗?在手机圈里有这样一类人,大家称其为“等等党”,小编一直以来也是其中的一员,总认为多等一会,就能花更少的钱、买更好的东西,在很长一段时间也确实有用。不过近期发生的两件事情,让小编突然觉得,2021年“等一等”或许未必是最好的选择。其一,2月24日小米高管卢伟冰称:今年芯片太缺了,不是缺,是极缺……今年高通最新的骁龙888和骁龙870两款...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103011938567a49e067&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/b398ea1f2d08ca1e4e42df41f1132c6c","relate_stocks":{"159813":"芯片","01810":"小米集团-W"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103011938567a49e067&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2116172537","content_text":"原标题:小米高管诉苦“芯片极缺”,21年换手机还要做等等党吗?在手机圈里有这样一类人,大家称其为“等等党”,小编一直以来也是其中的一员,总认为多等一会,就能花更少的钱、买更好的东西,在很长一段时间也确实有用。不过近期发生的两件事情,让小编突然觉得,2021年“等一等”或许未必是最好的选择。其一,2月24日小米高管卢伟冰称:今年芯片太缺了,不是缺,是极缺……今年高通最新的骁龙888和骁龙870两款芯片,在当前手机界存在普遍缺货这一消息或许基本已经坐实了。所以别看现在各厂商在新机宣传时喊的凶,但到底有多少现货可卖,可能只有自己才知道。进一步推测,今年的骁龙8系新机想要入手,普通消费者如果不抓住前期的产品销售机会,后续越等可能越遥遥无期。其二是2月26日,一加手机宣布:一加8T即日起实现全面现货销售。一加8T是去年10月15日发布,截至今天上市时间已超过4个月。在如此长的市场存续期间,一直因“真香”属性被市场热捧,越到后期越难以抢到。比此前一般一两个月就能实现现货销售的惯例形成了明显差异。在Redmi K40系列手机发布之前,小米11是全球首款搭载骁龙888处理器的手机,在1月份的“独占”供应期中,相对而言并不算难买,由此也创造了不到一个月销量破100万的市场成绩。但进入2月份后,不但小米11一机难求,而且市场上的骁龙888手机大多是有价无货,就连刚刚发布的Redmi K40系列手机,还没正式开卖就给外界提前打预防针,可想而知首批备货后,什么时间能达到充足现货销售,谁也不好估计。一加8T的表现也能侧面辅助这一点。最初的几次销售中,充足的现货储备即便是需要抢购也不算很难。首销时创造了1分钟销售额破亿、10分钟破2亿;二次销售时又在多个电商平台实现了销量和销售额的双冠军。这说明最初的现货储备是充足的,不过持续的市场火热表现大大超出一加官方的预期,后续的产能跟不上市场的需求时,“一机难求”现象就不可避免,必然也导致该机时间越向后越难购买到。所以,当机会刚刚显现时,做一个“火眼金睛”的消费者把握好最初时间,自然就能先人一步早享受。比如一加8T,即便是放到今天,以骁龙865为主的硬件配置,在性能上依然处于旗舰水准;120Hz刷新率的DisplayMate A+评级2.5D柔性屏,继续引领着屏幕旗舰标准;65W快充的加持,可以给日常使用体验带来质的提升。","news_type":1},"isVote":1,"tweetType":1,"viewCount":802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}