Win2彰恒的个人主页 - 老虎社区

Win2彰恒

Win2彰恒

投资股市＝财务自由

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0勋章

2021-10-25

Ys

特斯拉正处于黄金时代

2021-10-23

Good

摩根大通联席总裁兼首席运管官：预计美联储将于2022年后期加息

2021-10-14

Nem

Sell Apple on iPhone Production-Cut Reports? Check the Chart.

2021-09-29

Yes

@价值投资为王:美光Q4：最强半导体周期股将迎来逆风？

2021-09-29

Great ariticle, would you like to share it?

苹果(AAPL.O)盘前涨1.12%

2021-09-27

Ok

宇婷：微软发布Viva、Qualtrics暴涨、Workday收购Peakon，“员工体验”烧起TO B新年第一把火

2021-09-26

Await

蔚来公布ET7最新风阻系数0.208

2021-09-26

Agreed

芯片缺货究竟还要持续多久？

2021-09-20

Yes keep holding the AMD

抱歉，原内容已删除

2021-09-19

Tq

抱歉，原内容已删除

2021-09-18

Agree

抱歉，原内容已删除

2021-09-18

Sharing which I think is current situation

US IPO Week Ahead: Software, consumer products, and payment tech lead a diverse 14 IPO week

2021-09-16

Not a good sign

抱歉，原内容已删除

2021-09-14

I'm expecting

无人期待苹果新手机

2021-09-06

Takung Art Co Ltd (AMEX:TKAT) is trading significantly higher Wednesday on above-average volume. The stock has been seen as a way to play the NFT boom.The NFT sector has recently seen an increase in volume following Visa Inc's (NYSE: V) CryptoPunk purchase and social media mentions.Takung Art crossed 20 million in trading volume at publication time. Average volume for the stock is about 3.5 million.Takung Art operates an online electronic platform for offering and trading artwork. Through its platform, the company allows artists, dealers and owners to access a large art trading market where they can engage with a wide range of investors.The stock was one of the top three trending stocks on Stocktwits at publication time.

2021-09-03

$AMD(AMD)$ AMD second option of nvidia

2021-08-25

My first post

@Win2彰恒:$Apple(AAPL)$ apple is the king, who can compete me?? Show me一日一苹果医生远离我

2021-08-25

$Apple(AAPL)$ apple is the king, who can compete me?? Show me一日一苹果医生远离我

2021-08-20

Good

抱歉，原内容已删除

2021-08-16

Interested to this

抱歉，原内容已删除

去老虎APP查看更多动态

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19:57","market":"hk","language":"zh","title":"特斯拉正处于黄金时代","url":"https://stock-news.laohu8.com/highlight/detail?id=2178421150","media":"财经琦观","summary":"满是希望，满是冲劲儿，满是年轻的荷尔蒙。","content":"<html><body><div><p>10月20日，马斯克首次缺席<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>Q3季度财报电话会议，成为美国少有的几位不参加这一例行仪式的顶级高管之一。</p>\n<p>这是一场早有预告的缺席。</p>\n<p>早在七月份的第二季度电话会议上，马斯克就曾公开表示，除非有非常重要的事情要说，否则他将不再出席电话会议。</p>\n<p>彼时，关于这样的“回避沟通”外界还有着诸多猜想，但Q3的一份亮眼成绩单，让所有人都瞬间明白了马斯克为什么不再需要出来讲话了。</p>\n<p>特斯拉，稳了。</p>\n<h2>01 产能稳</h2>\n<p>第三季度，特斯拉营收137.6亿美元，同比增57%。</p>\n<p>目前，特斯拉的营收内容主要有四部分构成，分别是电动汽车销售、电动汽车租赁、能源生产与存储、服务和其他。</p>\n<p>其中电动汽车销售是主要的来源，近几个季度贡献了特斯拉超过80%的营收，这也是我们要重点观察的业务。</p>\n<p>数据披露，截至2021年9月30日的季度期间，该公司生产了237,823辆汽车，其中228,882辆是Model 3和Y低价车型，8,941辆为Model S和X高端车型。</p>\n<p>产销方面，Q3生产23.78万辆，交付24.13万辆，这大约是投资者最喜欢看到的数据情况。</p>\n<p>一方面，交付大于生产的特征让人心中有底，认为“好车不愁卖”。</p>\n<p>另一方面，高达二十余万的交付量，不到四千的待提车差额，更让人心中最大的石头落了下来——供给产能充足。</p>\n<p>过去一年多时间来，疫情和“缺芯”是整个汽车产业的最大痛点，几乎每一家传统车企都深受其害。</p>\n<p><span>据媒体报道，由于全球半导体芯片短缺，<a href=\"https://laohu8.com/S/0NQF.UK\">雷诺</a>今年的汽车产量预计将减少至少30万辆，减产量远超此前预估。</span></p>\n<p>另一边，大众在其位于沃尔夫斯堡(Wolfsburg)的主要工厂内只生产了30万辆汽车，创下了自1958年以来的最低数字，远远低于疫情大流行之前的平均产量。</p>\n<p>根据 AutoForecast Solutions（以下简称为 AFS）统计数据，截至9月26日，今年全球汽车已减产893.4万辆，同时推测今年汽车总减产量预计超过1000万辆。</p>\n<p>在这样的大背景下，特斯拉产能几乎没有受到任何影响，以同比增长约73%的交付量，再次刷新了季度记录。</p>\n<p>那么，为什么特斯拉没有受到缺芯的影响？</p>\n<p>Q2季度时，特斯拉在电话会议上已经对此作出解答：</p>\n<p>我们的团队已经展示了无与伦比的快速反应能力，并缓解了芯片短缺造成的生产中断。我们的电气和固件工程团队仍在努力设计、开发和验证19种新型控制器，以应对目前的短缺。</p>\n<p>大白话解读，就是“没有枪，没有炮，俺们自己造”。</p>\n<p>这其实就是特斯拉一贯秉持的“垂直整合”的特性体现。</p>\n<p>在汽车行业，特斯拉控制和维护自己的许多部件，同时拥有零售渠道的所有权，这是该公司应对全球零部件短缺的巨大优势之一。</p>\n<p>关于此次缺芯潮，你说这是华为被制裁后引起的蝴蝶效应也罢，疫情引发的需求量暴增也好，或者说是芯片企业在研发上高度内卷的结果。</p>\n<p>总而言之，种种原因叠加下，此次缺芯体现出来的一个最大特征就是：先进制程的不缺，落后制程的极缺。</p>\n<p>而传统汽车与电子产品最大的区别就在于，芯片数量需求极大，芯片制程又非常“落后”。</p>\n<p><img src=\"https://img.36krcdn.com/20211025/v2_71f5b66e7d2d4481bba6b6802f74343f_img_000\"/></p>\n<p>一般来说，一辆采用分布式 E/E 架构传统汽车上会有40-150种芯片。而其中占主要数量的MCU芯片（用于发动机/底盘/车身控制），则采取的是90nm-130nm的“上古”制程。</p>\n<p>这种芯片利润低，对良品率要求极高，生产商家少。</p>\n<p>在疫情冲击以及高利润的消费电子类芯片出货量陡升的背景下，传统车企很难掉头。</p>\n<p>反观特斯拉，由于采用中心化的处理架构（Model 3和Model Y），整个EEA（电子电气架构）架构只有三大部分：CCM(中央计算模块)、BCM LH(左车身控制模块)、BCM RH(右车身控制模块)。</p>\n<p>与“行驶”，“转弯”和“停止”相关的控制仅仅由HW3.0（整车控制器FSD Computer，采用ARM A72架构，16nm制程）和三个车身控制器执行。</p>\n<p>与传统车企需要40至150块芯片，特斯拉四块芯片就够了。</p>\n<p>因此，除了芯片需求量少，制程上也远远领先传统车型的MCU芯片，可以采用供应链更充足的12英寸晶圆，进而没有遇到传统车企们遇到的问题。</p>\n<p>某种程度上，这也反应了传统车企的惰怠。</p>\n<p>作为有着百年历史的汽车行业，大量的食利集团和行业人才都已经躺在这片产业温床上栖息太久。</p>\n<p>一直以来，基于成本和“偷懒”心理，传统汽车厂商几乎都选择了过度使用总线技术，用“打补丁的”方式去降低硬件总布置复杂程度，进而导致控制端和执行端对芯片的需求暴增。</p>\n<p>在具体工作中，这种选择当然是非常方便的。</p>\n<p>但在时代的拷问下，方便的代价最终变成了“系统低可靠，产业高耦合”的脆弱。</p>\n<p>类似于此的细节问题密密麻麻，看似宏伟的大厦基座犹如齑粉，改革何其难。</p>\n<h2>02 营收稳</h2>\n<p>事实上，此次财报发出后，外界最为关注的还是利润情况。</p>\n<p>财报显示，当季主营的汽车业务毛利率提升至30.5%，较去年同期上行280个基点。整体GAAP毛利率提升至26.6%，同比上行超300个基点。</p>\n<p>当季调整后的每股收益EPS为1.86美元，显著高于市场预期的1.59美元，较去年同期的0.76美元翻倍、增近145%。</p>\n<p>GAAP项下净利润16.2亿美元，接近去年同期的五倍，也是公司史上第二次超过10亿美元，超过市场预期为13亿美元。</p>\n<p>营业利润20亿美元，也同比翻倍，增幅达到148%。</p>\n<p><img src=\"https://img.36krcdn.com/20211025/v2_deb4ec62ab454889b98c4567ec4aabf4_img_000\"/></p>\n<p>先来看一个杂音：“营收低于预期，‘卖碳翁’的生意不好做了”。</p>\n<p>这里主要是指特斯拉的碳积分收入大幅下滑。</p>\n<p>所谓碳积分，其实就是在环保政策下的碳排放额度。</p>\n<p>此前，作为新能源车企，特斯拉在很长一段时间都非常依靠这一营收，通过向其他制造商出售零排放车辆（ZEV）信用额和温室气体排放（GHG）信用额来获得收入。</p>\n<p>财报显示，特斯拉三季度碳积分相关的收入为2.79亿美元，相较于高点的5.18亿美元几乎腰斩，更是连续两个季度下滑。</p>\n<p>由于汽车交付数据会提前放出，相关营收很容易计算得出，因此营收是不是“超预期”，也主要看这一块收入。</p>\n<p>我不知道给出定义的媒体老师是真不懂还是别的什么原因，一直以来，“卖炭翁”的称号都是一个调侃，一个黑料，仅就资本逻辑而言，这甚至是一个污点。</p>\n<p>这一业务的本质其实就是吃政策红利，一家健康的商业机构如果收入和利润都靠碳积分来充数，那么恐怕也不会有太大的投资价值。</p>\n<p>因此，碳积分收入的下降完全是一个接受甚至令人喜闻乐见的现象，要我说，趁早归零才是最好。</p>\n<p>这意味着整体大势已经不再摇摆，传统车企也加速了向新能源行列的市场转型，这对先行者来说是一个绝对利好。</p>\n<p>事实也确实如此，在过去的一年中，特斯拉的“碳积分老客户”大众就凭借着20%-25%的市场份额，成为了欧洲销量最高的电动车品牌。</p>\n<p>聊完这个，再来看30%的毛利率。</p>\n<p><img src=\"https://img.36krcdn.com/20211025/v2_e3305911bea849b2b674a2169007f902_img_000\"/></p>\n<p>这其实是一个很恐怖的信号，要知道特斯拉目前在销的绝对主力是低价车型（Model 3和Y），利润车型modelS和X还没有开始大量交付。</p>\n<p>近些年，头部车企的5年平均毛利率最高约为22%，多数企业的毛利率低于20%，特斯拉30.5%的毛利率背后，是怎样的供应链把控能力和生产效率？</p>\n<p>有人说特斯拉要做新时代的<a href=\"https://laohu8.com/S/AAPL\">苹果</a>，但其市场风格可远比苹果固守“高端/高利润市场”要霸道得多。</p>\n<p>在“大范围普及电动车”的总纲领下，手握30%的毛利后，特斯拉大概率会继续降价倾销，而这带来的冲击无疑是巨大的。</p>\n<p>对正在不断发展壮大的新兴市场而言，企业的市场规模重要性一定是远大于到手利润的。</p>\n<p>关于这一点，特斯拉一直很清醒。</p>\n<h2>03 前景稳</h2>\n<p>就资本市场而言，特斯拉的“漂亮”其实已经没有太多争议了。</p>\n<p>所有人纠结的点，其实就在于定价情况。</p>\n<p>单纯从传统的财务分析来看，特斯拉一定是被“高估”了的。</p>\n<p>目前，特斯拉的内在价值是231美元，而股价在909美元，市盈率更是高达465，很容易就让人望而却步。</p>\n<p>此次电话会议中，几位高管透露出来的信号也相对保守。</p>\n<p>在谈及年销量2000万辆如何达到时，特斯拉表示作为一家公司，其目标是平均每年增长50%。</p>\n<p>紧接着就警告称，增长率将取决于设备能力、运营效率以及供应链的能力和稳定性。</p>\n<p>截至Q3，特斯拉累计交付量为62.54万，我们预计整个2021年特斯拉销量为90万，以50%的增长率来算，可得实现这一目标大约需要7.6年。</p>\n<p>也就是说，倘若在未来八年里，特斯拉真的可以保持50%的年复合增长率，那么大约在2029年的Q3季度，该企业将实现2000万辆的交付。</p>\n<p>保守估计，单就汽车业务来看，我们推断彼时特斯拉的利润将提升20倍，不考虑回购且股价依旧保持不变，那么其市盈率将维持在23左右。</p>\n<p>经过这一系列计算，特斯拉909美元的股价到底是不是高估，大家就可以见仁见智了。</p>\n<p>以上思路，其实是一个非常典型的保底式的主干分析，它最大的价值并不在于直接给你答案，而是给了我们一个进一步思考的抓手。</p>\n<p>在这一基础上，我们就可以把注意力集中到以下两点。</p>\n<p>1、如何评估看待50%的年复合增长率？</p>\n<p>2、除了汽车销售这条主线以外，特斯拉的其他业务前景如何？</p>\n<p>先来看第二条，如果说你认为特斯拉完全可以做到稳定的50%年复合增长率的话，那么当下的股价对你来说就应该是“合理的”，而其他业务的想象空间，对你来说更是“白赚”。</p>\n<p>简单罗列特斯拉汽车之外的业务布局：<a href=\"https://laohu8.com/S/300024\">机器人</a>，储能业务，保险业务，脑机接口。</p>\n<p>由于都在酝酿阶段，太星辰大海的话我们就不多说了。</p>\n<p>就简单来看一个保险业务。</p>\n<p>前不久，马斯克在<a href=\"https://laohu8.com/S/TWTR\">Twitter</a>上说，特斯拉计划10月份在美国得克萨斯州推出自己的汽车保险产品，正式进军保险行业。</p>\n<p>在去年的三季度财报说明会上，马斯克就曾说：“保险将成为特斯拉的主要产品，保险业务价值将占整车业务价值的30%至40%。”</p>\n<p><img src=\"https://img.36krcdn.com/20211025/v2_26cdebdd407441f3bb8ba11f231fcae1_img_000\"/></p>\n<p>与传统保险业务不同，特斯拉的保险业务将完全基于大数据的收集，进而推出个性化服务。</p>\n<p>举个例子，张三驾车习惯非常放浪，每日飙车，急刹次数远高于平均水平，且常常在凌晨四点开车，疲劳驾驶，那么，特斯拉将通过大数据的收集掌握这一情况，进而对张三收取远高于平均水平保费。</p>\n<p>而相应的，驾车习惯良好的李四们则只需要收取一点点保费。</p>\n<p>有人说，那张三不用你这个保险业务不就得了？</p>\n<p>但随着李四们不断加入特斯拉的保险版图，传统保险企业就会发现自己的事故赔偿率将越来越高，进而不得不提高日常的保费价格。</p>\n<p>这种基于场景数据的商业模式，对传统保险行业来说必定是降维打击。</p>\n<p>*此处@<a href=\"https://laohu8.com/S/601318\">中国平安</a></p>\n<h2>附</h2>\n<p>说了这么多，最后再聊一些我的个人看法。</p>\n<p>眼下，特斯拉正处于自己的黄金年代，满是希望，满是冲劲儿，满是年轻的荷尔蒙。</p>\n<p>但这并不意味着永恒的坦途。</p>\n<p>第一，数据安全问题，中国企业的跟随战略，后发优势。</p>\n<p>基于这两点，在一个更长的时间维度下，我并不看好特斯拉在中国的市场前景。</p>\n<p>第二，碾压式，通吃式的战略打法其实非常依赖于先发优势，头部聚集效应，以及当下的技术储备能力。</p>\n<p>这种霸道过于刚猛，随着时间的推移，无论是友商的追赶（砸钱），还是上下游的安全感（联盟围剿），都不利于这种战略的长期持续。</p>\n<p>对每年销售量在8000万以上的整个汽车市场来说，特斯拉现在只是一条小小的鲶鱼。</p>\n<p>跃过龙门之后，这种策略很可能会适时调整。</p>\n<p>但投资市场上，不乏有投资者抱有着特斯拉会“一统江湖”的幻想，可以说是市场情绪过热的一种表现。</p>\n<p>最后，作为消费者，我恐怕短期内不会选择特斯拉这一产品，其中对于FSD（完全自动驾驶软件套装）的态度，我更是碰都不会碰。</p>\n<p>理性的我非常清楚什么是进步方向，必要代价，事故概率，容错空间，也对特斯拉的这种探索精神保持着最大敬意。</p>\n<p>但对个体来说，我认为更重要的是自己的生活，是实实在在的早点，茶点，以及琐碎的廉价快乐。</p>\n<p>我承认有些人确实可以活得很酷，我也很欣赏这些人。</p>\n<p>就像那些喜欢玩极限运动的朋友，我们没有有资格对他们的选择指手画脚。</p>\n<p>说真的，买特斯拉，用FSD，为自动驾驶技术积累宝贵的前期数据，这可比极限运动酷多了——后者只是自我愉悦，而前者那是实实在在的为全人类做贡献。</p>\n<p>你们特别酷，真的。</p>\n<p>但我不要成为代价。</p>\n<p>本文来自微信公众号“财经琦观”（ID：cjqiguan），<a href=\"https://laohu8.com/S/KRKR\">36氪</a>经授权发布。</p></div></body></html>","source":"36kr_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>特斯拉正处于黄金时代</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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*/\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特斯拉正处于黄金时代\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-25 19:57 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/1456325633852546><strong>财经琦观</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>10月20日，马斯克首次缺席特斯拉Q3季度财报电话会议，成为美国少有的几位不参加这一例行仪式的顶级高管之一。\n这是一场早有预告的缺席。\n早在七月份的第二季度电话会议上，马斯克就曾公开表示，除非有非常重要的事情要说，否则他将不再出席电话会议。\n彼时，关于这样的“回避沟通”外界还有着诸多猜想，但Q3的一份亮眼成绩单，让所有人都瞬间明白了马斯克为什么不再需要出来讲话了。\n特斯拉，稳了。\n01 产能稳\n...</p>\n\n<a href=\"https://36kr.com/p/1456325633852546\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a8dee905c75e031fc4f4e71da8a00201","relate_stocks":{},"source_url":"https://36kr.com/p/1456325633852546","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2178421150","content_text":"10月20日，马斯克首次缺席特斯拉Q3季度财报电话会议，成为美国少有的几位不参加这一例行仪式的顶级高管之一。\n这是一场早有预告的缺席。\n早在七月份的第二季度电话会议上，马斯克就曾公开表示，除非有非常重要的事情要说，否则他将不再出席电话会议。\n彼时，关于这样的“回避沟通”外界还有着诸多猜想，但Q3的一份亮眼成绩单，让所有人都瞬间明白了马斯克为什么不再需要出来讲话了。\n特斯拉，稳了。\n01 产能稳\n第三季度，特斯拉营收137.6亿美元，同比增57%。\n目前，特斯拉的营收内容主要有四部分构成，分别是电动汽车销售、电动汽车租赁、能源生产与存储、服务和其他。\n其中电动汽车销售是主要的来源，近几个季度贡献了特斯拉超过80%的营收，这也是我们要重点观察的业务。\n数据披露，截至2021年9月30日的季度期间，该公司生产了237,823辆汽车，其中228,882辆是Model 3和Y低价车型，8,941辆为Model S和X高端车型。\n产销方面，Q3生产23.78万辆，交付24.13万辆，这大约是投资者最喜欢看到的数据情况。\n一方面，交付大于生产的特征让人心中有底，认为“好车不愁卖”。\n另一方面，高达二十余万的交付量，不到四千的待提车差额，更让人心中最大的石头落了下来——供给产能充足。\n过去一年多时间来，疫情和“缺芯”是整个汽车产业的最大痛点，几乎每一家传统车企都深受其害。\n据媒体报道，由于全球半导体芯片短缺，雷诺今年的汽车产量预计将减少至少30万辆，减产量远超此前预估。\n另一边，大众在其位于沃尔夫斯堡(Wolfsburg)的主要工厂内只生产了30万辆汽车，创下了自1958年以来的最低数字，远远低于疫情大流行之前的平均产量。\n根据 AutoForecast Solutions（以下简称为 AFS）统计数据，截至9月26日，今年全球汽车已减产893.4万辆，同时推测今年汽车总减产量预计超过1000万辆。\n在这样的大背景下，特斯拉产能几乎没有受到任何影响，以同比增长约73%的交付量，再次刷新了季度记录。\n那么，为什么特斯拉没有受到缺芯的影响？\nQ2季度时，特斯拉在电话会议上已经对此作出解答：\n我们的团队已经展示了无与伦比的快速反应能力，并缓解了芯片短缺造成的生产中断。我们的电气和固件工程团队仍在努力设计、开发和验证19种新型控制器，以应对目前的短缺。\n大白话解读，就是“没有枪，没有炮，俺们自己造”。\n这其实就是特斯拉一贯秉持的“垂直整合”的特性体现。\n在汽车行业，特斯拉控制和维护自己的许多部件，同时拥有零售渠道的所有权，这是该公司应对全球零部件短缺的巨大优势之一。\n关于此次缺芯潮，你说这是华为被制裁后引起的蝴蝶效应也罢，疫情引发的需求量暴增也好，或者说是芯片企业在研发上高度内卷的结果。\n总而言之，种种原因叠加下，此次缺芯体现出来的一个最大特征就是：先进制程的不缺，落后制程的极缺。\n而传统汽车与电子产品最大的区别就在于，芯片数量需求极大，芯片制程又非常“落后”。\n\n一般来说，一辆采用分布式 E/E 架构传统汽车上会有40-150种芯片。而其中占主要数量的MCU芯片（用于发动机/底盘/车身控制），则采取的是90nm-130nm的“上古”制程。\n这种芯片利润低，对良品率要求极高，生产商家少。\n在疫情冲击以及高利润的消费电子类芯片出货量陡升的背景下，传统车企很难掉头。\n反观特斯拉，由于采用中心化的处理架构（Model 3和Model Y），整个EEA（电子电气架构）架构只有三大部分：CCM(中央计算模块)、BCM LH(左车身控制模块)、BCM RH(右车身控制模块)。\n与“行驶”，“转弯”和“停止”相关的控制仅仅由HW3.0（整车控制器FSD Computer，采用ARM A72架构，16nm制程）和三个车身控制器执行。\n与传统车企需要40至150块芯片，特斯拉四块芯片就够了。\n因此，除了芯片需求量少，制程上也远远领先传统车型的MCU芯片，可以采用供应链更充足的12英寸晶圆，进而没有遇到传统车企们遇到的问题。\n某种程度上，这也反应了传统车企的惰怠。\n作为有着百年历史的汽车行业，大量的食利集团和行业人才都已经躺在这片产业温床上栖息太久。\n一直以来，基于成本和“偷懒”心理，传统汽车厂商几乎都选择了过度使用总线技术，用“打补丁的”方式去降低硬件总布置复杂程度，进而导致控制端和执行端对芯片的需求暴增。\n在具体工作中，这种选择当然是非常方便的。\n但在时代的拷问下，方便的代价最终变成了“系统低可靠，产业高耦合”的脆弱。\n类似于此的细节问题密密麻麻，看似宏伟的大厦基座犹如齑粉，改革何其难。\n02 营收稳\n事实上，此次财报发出后，外界最为关注的还是利润情况。\n财报显示，当季主营的汽车业务毛利率提升至30.5%，较去年同期上行280个基点。整体GAAP毛利率提升至26.6%，同比上行超300个基点。\n当季调整后的每股收益EPS为1.86美元，显著高于市场预期的1.59美元，较去年同期的0.76美元翻倍、增近145%。\nGAAP项下净利润16.2亿美元，接近去年同期的五倍，也是公司史上第二次超过10亿美元，超过市场预期为13亿美元。\n营业利润20亿美元，也同比翻倍，增幅达到148%。\n\n先来看一个杂音：“营收低于预期，‘卖碳翁’的生意不好做了”。\n这里主要是指特斯拉的碳积分收入大幅下滑。\n所谓碳积分，其实就是在环保政策下的碳排放额度。\n此前，作为新能源车企，特斯拉在很长一段时间都非常依靠这一营收，通过向其他制造商出售零排放车辆（ZEV）信用额和温室气体排放（GHG）信用额来获得收入。\n财报显示，特斯拉三季度碳积分相关的收入为2.79亿美元，相较于高点的5.18亿美元几乎腰斩，更是连续两个季度下滑。\n由于汽车交付数据会提前放出，相关营收很容易计算得出，因此营收是不是“超预期”，也主要看这一块收入。\n我不知道给出定义的媒体老师是真不懂还是别的什么原因，一直以来，“卖炭翁”的称号都是一个调侃，一个黑料，仅就资本逻辑而言，这甚至是一个污点。\n这一业务的本质其实就是吃政策红利，一家健康的商业机构如果收入和利润都靠碳积分来充数，那么恐怕也不会有太大的投资价值。\n因此，碳积分收入的下降完全是一个接受甚至令人喜闻乐见的现象，要我说，趁早归零才是最好。\n这意味着整体大势已经不再摇摆，传统车企也加速了向新能源行列的市场转型，这对先行者来说是一个绝对利好。\n事实也确实如此，在过去的一年中，特斯拉的“碳积分老客户”大众就凭借着20%-25%的市场份额，成为了欧洲销量最高的电动车品牌。\n聊完这个，再来看30%的毛利率。\n\n这其实是一个很恐怖的信号，要知道特斯拉目前在销的绝对主力是低价车型（Model 3和Y），利润车型modelS和X还没有开始大量交付。\n近些年，头部车企的5年平均毛利率最高约为22%，多数企业的毛利率低于20%，特斯拉30.5%的毛利率背后，是怎样的供应链把控能力和生产效率？\n有人说特斯拉要做新时代的苹果，但其市场风格可远比苹果固守“高端/高利润市场”要霸道得多。\n在“大范围普及电动车”的总纲领下，手握30%的毛利后，特斯拉大概率会继续降价倾销，而这带来的冲击无疑是巨大的。\n对正在不断发展壮大的新兴市场而言，企业的市场规模重要性一定是远大于到手利润的。\n关于这一点，特斯拉一直很清醒。\n03 前景稳\n就资本市场而言，特斯拉的“漂亮”其实已经没有太多争议了。\n所有人纠结的点，其实就在于定价情况。\n单纯从传统的财务分析来看，特斯拉一定是被“高估”了的。\n目前，特斯拉的内在价值是231美元，而股价在909美元，市盈率更是高达465，很容易就让人望而却步。\n此次电话会议中，几位高管透露出来的信号也相对保守。\n在谈及年销量2000万辆如何达到时，特斯拉表示作为一家公司，其目标是平均每年增长50%。\n紧接着就警告称，增长率将取决于设备能力、运营效率以及供应链的能力和稳定性。\n截至Q3，特斯拉累计交付量为62.54万，我们预计整个2021年特斯拉销量为90万，以50%的增长率来算，可得实现这一目标大约需要7.6年。\n也就是说，倘若在未来八年里，特斯拉真的可以保持50%的年复合增长率，那么大约在2029年的Q3季度，该企业将实现2000万辆的交付。\n保守估计，单就汽车业务来看，我们推断彼时特斯拉的利润将提升20倍，不考虑回购且股价依旧保持不变，那么其市盈率将维持在23左右。\n经过这一系列计算，特斯拉909美元的股价到底是不是高估，大家就可以见仁见智了。\n以上思路，其实是一个非常典型的保底式的主干分析，它最大的价值并不在于直接给你答案，而是给了我们一个进一步思考的抓手。\n在这一基础上，我们就可以把注意力集中到以下两点。\n1、如何评估看待50%的年复合增长率？\n2、除了汽车销售这条主线以外，特斯拉的其他业务前景如何？\n先来看第二条，如果说你认为特斯拉完全可以做到稳定的50%年复合增长率的话，那么当下的股价对你来说就应该是“合理的”，而其他业务的想象空间，对你来说更是“白赚”。\n简单罗列特斯拉汽车之外的业务布局：机器人，储能业务，保险业务，脑机接口。\n由于都在酝酿阶段，太星辰大海的话我们就不多说了。\n就简单来看一个保险业务。\n前不久，马斯克在Twitter上说，特斯拉计划10月份在美国得克萨斯州推出自己的汽车保险产品，正式进军保险行业。\n在去年的三季度财报说明会上，马斯克就曾说：“保险将成为特斯拉的主要产品，保险业务价值将占整车业务价值的30%至40%。”\n\n与传统保险业务不同，特斯拉的保险业务将完全基于大数据的收集，进而推出个性化服务。\n举个例子，张三驾车习惯非常放浪，每日飙车，急刹次数远高于平均水平，且常常在凌晨四点开车，疲劳驾驶，那么，特斯拉将通过大数据的收集掌握这一情况，进而对张三收取远高于平均水平保费。\n而相应的，驾车习惯良好的李四们则只需要收取一点点保费。\n有人说，那张三不用你这个保险业务不就得了？\n但随着李四们不断加入特斯拉的保险版图，传统保险企业就会发现自己的事故赔偿率将越来越高，进而不得不提高日常的保费价格。\n这种基于场景数据的商业模式，对传统保险行业来说必定是降维打击。\n*此处@中国平安\n附\n说了这么多，最后再聊一些我的个人看法。\n眼下，特斯拉正处于自己的黄金年代，满是希望，满是冲劲儿，满是年轻的荷尔蒙。\n但这并不意味着永恒的坦途。\n第一，数据安全问题，中国企业的跟随战略，后发优势。\n基于这两点，在一个更长的时间维度下，我并不看好特斯拉在中国的市场前景。\n第二，碾压式，通吃式的战略打法其实非常依赖于先发优势，头部聚集效应，以及当下的技术储备能力。\n这种霸道过于刚猛，随着时间的推移，无论是友商的追赶（砸钱），还是上下游的安全感（联盟围剿），都不利于这种战略的长期持续。\n对每年销售量在8000万以上的整个汽车市场来说，特斯拉现在只是一条小小的鲶鱼。\n跃过龙门之后，这种策略很可能会适时调整。\n但投资市场上，不乏有投资者抱有着特斯拉会“一统江湖”的幻想，可以说是市场情绪过热的一种表现。\n最后，作为消费者，我恐怕短期内不会选择特斯拉这一产品，其中对于FSD（完全自动驾驶软件套装）的态度，我更是碰都不会碰。\n理性的我非常清楚什么是进步方向，必要代价，事故概率，容错空间，也对特斯拉的这种探索精神保持着最大敬意。\n但对个体来说，我认为更重要的是自己的生活，是实实在在的早点，茶点，以及琐碎的廉价快乐。\n我承认有些人确实可以活得很酷，我也很欣赏这些人。\n就像那些喜欢玩极限运动的朋友，我们没有有资格对他们的选择指手画脚。\n说真的，买特斯拉，用FSD，为自动驾驶技术积累宝贵的前期数据，这可比极限运动酷多了——后者只是自我愉悦，而前者那是实实在在的为全人类做贡献。\n你们特别酷，真的。\n但我不要成为代价。\n本文来自微信公众号“财经琦观”（ID：cjqiguan），36氪经授权发布。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1027,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858334045,"gmtCreate":1634976911690,"gmtModify":1634976911890,"author":{"id":"3577331412124275","authorId":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577331412124275","idStr":"3577331412124275"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/858334045","repostId":"2177241067","repostType":2,"repost":{"id":"2177241067","pubTimestamp":1634975400,"share":"https://www.laohu8.com/m/news/2177241067?lang=&edition=full","pubTime":"2021-10-23 15:50","market":"hk","language":"zh","title":"摩根大通联席总裁兼首席运管官：预计美联储将于2022年后期加息","url":"https://stock-news.laohu8.com/highlight/detail?id=2177241067","media":"证券时报网","summary":"　　摩根大通联席总裁兼首席运营官Daniel PINTO在第三届“外滩金融峰会”上表示，未来通货膨胀和财政形势剧烈变动，是需要密切关注的风险。目前采取的一些货币刺激措施以及其他方面的支持可能会在2022年，甚至2023年继续推动经济增长。　　“我认为各大央行已经基本控制住了局面，我们会看到欧洲央行，也包括美联储，会在2022年后期升息，”Daniel PINTO表示。","content":"<div>\n<p>记者 王君晖\n　　摩根大通联席总裁兼首席运营官Daniel PINTO在第三届“外滩金融峰会”上表示，未来通货膨胀和财政形势剧烈变动，是需要密切关注的风险。\n　　Daniel PINTO表示，各国在财政支持和货币支持方面的综合措施，已经在经济衰退和疫情风险环境下走出了一条复苏之路，这是非常了不起的成就。目前采取的一些货币刺激措施以及其他方面的支持可能会在2022年，甚至2023年继续推动经济增长。...</p>\n\n<a href=\"https://finance.sina.com.cn/money/bank/bank_hydt/2021-10-23/doc-iktzqtyu3113331.shtml\">Web Link</a>\n\n</div>\n","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>摩根大通联席总裁兼首席运管官：预计美联储将于2022年后期加息</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{ 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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摩根大通联席总裁兼首席运管官：预计美联储将于2022年后期加息\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-23 15:50 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/money/bank/bank_hydt/2021-10-23/doc-iktzqtyu3113331.shtml><strong>证券时报网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>记者 王君晖\n　　摩根大通联席总裁兼首席运营官Daniel PINTO在第三届“外滩金融峰会”上表示，未来通货膨胀和财政形势剧烈变动，是需要密切关注的风险。\n　　Daniel PINTO表示，各国在财政支持和货币支持方面的综合措施，已经在经济衰退和疫情风险环境下走出了一条复苏之路，这是非常了不起的成就。目前采取的一些货币刺激措施以及其他方面的支持可能会在2022年，甚至2023年继续推动经济增长。...</p>\n\n<a href=\"https://finance.sina.com.cn/money/bank/bank_hydt/2021-10-23/doc-iktzqtyu3113331.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/4ecccb954c9a03cd26d576ebec5c96d6","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SDOW":"道指三倍做空ETF-ProShares","JPM":"摩根大通","SDS":"两倍做空标普500ETF","TQQQ":"纳指三倍做多ETF","QLD":"纳指两倍做多ETF",".DJI":"道琼斯",".IXIC":"NASDAQ Composite","OEX":"标普100",".SPX":"S&P 500 Index","UDOW":"道指三倍做多ETF-ProShares","UPRO":"三倍做多标普500ETF","SH":"标普500反向ETF","IVV":"标普500指数ETF","SSO":"两倍做多标普500ETF","QID":"纳指两倍做空ETF","DOG":"道指反向ETF","DJX":"1/100道琼斯","OEF":"标普100指数ETF-iShares","SPXU":"三倍做空标普500ETF","SQQQ":"纳指三倍做空ETF","QQQ":"纳指100ETF","DXD":"道指两倍做空ETF","PSQ":"纳指反向ETF","DDM":"道指两倍做多ETF","SPY":"标普500ETF"},"source_url":"https://finance.sina.com.cn/money/bank/bank_hydt/2021-10-23/doc-iktzqtyu3113331.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2177241067","content_text":"记者 王君晖\n　　摩根大通联席总裁兼首席运营官Daniel PINTO在第三届“外滩金融峰会”上表示，未来通货膨胀和财政形势剧烈变动，是需要密切关注的风险。\n　　Daniel PINTO表示，各国在财政支持和货币支持方面的综合措施，已经在经济衰退和疫情风险环境下走出了一条复苏之路，这是非常了不起的成就。目前采取的一些货币刺激措施以及其他方面的支持可能会在2022年，甚至2023年继续推动经济增长。未来一两年内，世界经济增长速度将超过之前的趋势。\n　　就中期风险而言，各种刺激政策将鼓励人们更加冒险并促进住房和投资方面的持久支出。随着时间的推移，必须解决支持增长的买方政策和控制通货膨胀的需要之间的矛盾。如果央行的增长规模与通胀率相比过高，市场功能将可能出现紊乱。\n　　Daniel PINTO表示，当前政府推出的各种财政支持计划产生了部分公共部门的赤字债务，各方希望这些措施可以在今后推动可持续的经济增长，但如果事与愿违，很多国家就会因此背负高负债和高财政赤字，这是未来几年的一个风险。\n　　Daniel PINTO认为，通货膨胀现象是暂时的，而不是永久的。随着各国央行逐步调整其货币政策，通胀率将会开始回落到更正常的水平。就美国而言，预计联储将在今年晚些时候减少购债。\n　　“我认为各大央行已经基本控制住了局面，我们会看到欧洲央行，也包括美联储，会在2022年后期升息，”Daniel PINTO表示。\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：陈嘉辉","news_type":1},"isVote":1,"tweetType":1,"viewCount":524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825979856,"gmtCreate":1634195497341,"gmtModify":1634195497341,"author":{"id":"3577331412124275","authorId":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577331412124275","idStr":"3577331412124275"},"themes":[],"htmlText":"Nem","listText":"Nem","text":"Nem","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/825979856","repostId":"1134775661","repostType":2,"repost":{"id":"1134775661","pubTimestamp":1634195185,"share":"https://www.laohu8.com/m/news/1134775661?lang=&edition=full","pubTime":"2021-10-14 15:06","market":"us","language":"en","title":"Sell Apple on iPhone Production-Cut Reports? Check the Chart.","url":"https://stock-news.laohu8.com/highlight/detail?id=1134775661","media":"TheStreet","summary":"Apple stock is falling for a fourth session, this time thanks to a report of a potential iPhone prod","content":"<p>Apple stock is falling for a fourth session, this time thanks to a report of a potential iPhone production cut. Here are the key levels to know now.</p>\n<p>Apple&nbsp;stock on Wednesday has bounced off the lows but remains down about 1%.</p>\n<p>That’s even as the Nasdaq is higher on the day, along with all of the FAANG components and Microsoft.</p>\n<p>Tuesday was a busy session for Apple. First, the company announced a new event for next week as it plans more product releases.</p>\n<p>And after the close, a media report said that Apple’s&nbsp;iPhone production would take a hitdue to a chip shortage.</p>\n<p>The blame was pinned on shortages&nbsp;from Broadcom&nbsp;and Texas Instruments. Both stocks are gently down on the day.</p>\n<p>One analyst,&nbsp;Morgan Stanley’s Katy Huberty,&nbsp;has already come to Apple’s rescue.</p>\n<p>“We are buyers of any near-term Apple share price weakness on iPhone supply-chain disruption,” she reasoned.</p>\n<p><b>Trading Apple Stock</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1528a494c7f483e867573ab65b10cac2\" tg-width=\"1240\" tg-height=\"766\" width=\"100%\" height=\"auto\"><span>Daily chart of Apple stock.</span></p>\n<p>The Federal Open Market Committee release is due later today, whileearnings are just getting startedwith the report from JPMorgan&nbsp;and Delta Air Lines, Inc. Report&nbsp;this morning.</p>\n<p>In other words, we may not be out of the volatility woods.</p>\n<p>Previously, I had been looking for Apple to&nbsp;find support from the $138 area, the prior high from last summer. That bounce level played out perfectly.</p>\n<p>Unfortunately, though, Apple stock couldn’t reclaim the $145 level and the declining 21-day moving average.</p>\n<p>It hasn’t taken out the October low yet, but it is putting in its fourth straight daily decline.</p>\n<p>Will it continue to fall into next week’s event? Perhaps. How the market handles the Fed news may be a driving force as well.</p>\n<p>When Apple failed at $145, it gave us the “D” leg in an “ABCDE” correction.</p>\n<p>At the very least, that leaves the October low in play near $138.25. A move below $138 opens the door to the 200-day and 10-month moving averages.&nbsp;That’s also where the 161.8%<i>downside</i>extension comes into play (measured from the “D” leg to the “C” leg).</p>\n<p>If all these lettered correction legs are too much for you, simply keep the following levels in mind.</p>\n<p>On the downside, watch $138. Below this mark opens the stock to its key longer-term moving averages.</p>\n<p>On the upside, watch the 21-day moving average, which was most recently resistance. Above that opens the door to $145, then the 50-day moving average.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sell Apple on iPhone Production-Cut Reports? Check the Chart.</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\">\nSell Apple on iPhone Production-Cut Reports? Check the Chart.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-14 15:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/how-to-trade-apple-stock-iphone-production-cut-reports-october-2021><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple stock is falling for a fourth session, this time thanks to a report of a potential iPhone production cut. Here are the key levels to know now.\nApple stock on Wednesday has bounced off the lows ...</p>\n\n<a href=\"https://www.thestreet.com/investing/how-to-trade-apple-stock-iphone-production-cut-reports-october-2021\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/investing/how-to-trade-apple-stock-iphone-production-cut-reports-october-2021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134775661","content_text":"Apple stock is falling for a fourth session, this time thanks to a report of a potential iPhone production cut. Here are the key levels to know now.\nApple stock on Wednesday has bounced off the lows but remains down about 1%.\nThat’s even as the Nasdaq is higher on the day, along with all of the FAANG components and Microsoft.\nTuesday was a busy session for Apple. First, the company announced a new event for next week as it plans more product releases.\nAnd after the close, a media report said that Apple’s iPhone production would take a hitdue to a chip shortage.\nThe blame was pinned on shortages from Broadcom and Texas Instruments. Both stocks are gently down on the day.\nOne analyst, Morgan Stanley’s Katy Huberty, has already come to Apple’s rescue.\n“We are buyers of any near-term Apple share price weakness on iPhone supply-chain disruption,” she reasoned.\nTrading Apple Stock\nDaily chart of Apple stock.\nThe Federal Open Market Committee release is due later today, whileearnings are just getting startedwith the report from JPMorgan and Delta Air Lines, Inc. Report this morning.\nIn other words, we may not be out of the volatility woods.\nPreviously, I had been looking for Apple to find support from the $138 area, the prior high from last summer. That bounce level played out perfectly.\nUnfortunately, though, Apple stock couldn’t reclaim the $145 level and the declining 21-day moving average.\nIt hasn’t taken out the October low yet, but it is putting in its fourth straight daily decline.\nWill it continue to fall into next week’s event? Perhaps. How the market handles the Fed news may be a driving force as well.\nWhen Apple failed at $145, it gave us the “D” leg in an “ABCDE” correction.\nAt the very least, that leaves the October low in play near $138.25. A move below $138 opens the door to the 200-day and 10-month moving averages. That’s also where the 161.8%downsideextension comes into play (measured from the “D” leg to the “C” leg).\nIf all these lettered correction legs are too much for you, simply keep the following levels in mind.\nOn the downside, watch $138. Below this mark opens the stock to its key longer-term moving averages.\nOn the upside, watch the 21-day moving average, which was most recently resistance. Above that opens the door to $145, then the 50-day moving average.","news_type":1},"isVote":1,"tweetType":1,"viewCount":760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862450861,"gmtCreate":1632904731865,"gmtModify":1632904732047,"author":{"id":"3577331412124275","authorId":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577331412124275","idStr":"3577331412124275"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862450861","repostId":"862427031","repostType":1,"repost":{"id":862427031,"gmtCreate":1632904607874,"gmtModify":1633960137125,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"21347731130544","idStr":"21347731130544"},"themes":[],"title":"美光Q4：最强半导体周期股将迎来逆风？","htmlText":"全球最大的存储芯片巨头美光科技在昨晚发布2021财年Q4（截止9月2日）财报，从营收和净利润上看，统统超出市场预期，但财报发布之后，美光股价一度重挫近8%！发生了什么？原来，虽然美光Q4财报亮眼，但存储芯片有巨大的周期属性，在过去的一年，受益于疫情推动居家办公、云服务需求暴涨，推升了美光业绩。然而，随着半导体供应链吃紧，部分零部件出现短缺，进而影响到PC厂商的需求，市场担忧美光会在明年陷入困局。市场的担忧并不为过，历史上看，美光业绩波动剧烈，业绩难以琢磨，稍有不慎，股价便是腰斩，将存储芯片称之为半导体最强周期股毫不为过！在Q4财报中，美光透露PC客户受到供应链短缺危机，影响到存储芯片的需求，预计2022年PC销量同比低个位数增长，而2021年是两位数的增长。目前，分析师和管理层的分歧在于，PC需求是短期下滑还是新的拐点形成，前者认为需要更多的数据验证，而管理层则认为PC客户遇到的问题会在几个月后得到解决。未来的事情，谁能说得准，不如从Q4财报着手，于细微处见真章。美光Q4营收82.74亿美元，同比增长36.6%，超出市场预期的82.24亿；净利润Q4斩获27.2亿美元，超出市场预期的25.63亿。公司认为，Q4实现了强劲的盈利能力和美光历史上第二高的季度收入！分部来看，动态随机存取存储器(DRAM)营收60.91亿美元，同比增长39%，占总营收的比重达到74%；计算机闪存设备（NAND）营收19.71亿美元，同比增长28.8%。与Q3相比，DRAM和NAND在销量上仅保持了低个位数增长，带动营收增速更多的是靠单价提升（ASP），Q4，DRAM和NAND都有中高个位数百分比的增长。从商业应用上看，计算和网络Q4营收37.94亿美元，同比增长26%；移动（MBU）营收18.92亿美元，同比增长29%；存储（SBU）营收12.03亿美元，同比增长32%；最惊艳的分部来自嵌入式（E","listText":"全球最大的存储芯片巨头美光科技在昨晚发布2021财年Q4（截止9月2日）财报，从营收和净利润上看，统统超出市场预期，但财报发布之后，美光股价一度重挫近8%！发生了什么？原来，虽然美光Q4财报亮眼，但存储芯片有巨大的周期属性，在过去的一年，受益于疫情推动居家办公、云服务需求暴涨，推升了美光业绩。然而，随着半导体供应链吃紧，部分零部件出现短缺，进而影响到PC厂商的需求，市场担忧美光会在明年陷入困局。市场的担忧并不为过，历史上看，美光业绩波动剧烈，业绩难以琢磨，稍有不慎，股价便是腰斩，将存储芯片称之为半导体最强周期股毫不为过！在Q4财报中，美光透露PC客户受到供应链短缺危机，影响到存储芯片的需求，预计2022年PC销量同比低个位数增长，而2021年是两位数的增长。目前，分析师和管理层的分歧在于，PC需求是短期下滑还是新的拐点形成，前者认为需要更多的数据验证，而管理层则认为PC客户遇到的问题会在几个月后得到解决。未来的事情，谁能说得准，不如从Q4财报着手，于细微处见真章。美光Q4营收82.74亿美元，同比增长36.6%，超出市场预期的82.24亿；净利润Q4斩获27.2亿美元，超出市场预期的25.63亿。公司认为，Q4实现了强劲的盈利能力和美光历史上第二高的季度收入！分部来看，动态随机存取存储器(DRAM)营收60.91亿美元，同比增长39%，占总营收的比重达到74%；计算机闪存设备（NAND）营收19.71亿美元，同比增长28.8%。与Q3相比，DRAM和NAND在销量上仅保持了低个位数增长，带动营收增速更多的是靠单价提升（ASP），Q4，DRAM和NAND都有中高个位数百分比的增长。从商业应用上看，计算和网络Q4营收37.94亿美元，同比增长26%；移动（MBU）营收18.92亿美元，同比增长29%；存储（SBU）营收12.03亿美元，同比增长32%；最惊艳的分部来自嵌入式（E","text":"全球最大的存储芯片巨头美光科技在昨晚发布2021财年Q4（截止9月2日）财报，从营收和净利润上看，统统超出市场预期，但财报发布之后，美光股价一度重挫近8%！发生了什么？原来，虽然美光Q4财报亮眼，但存储芯片有巨大的周期属性，在过去的一年，受益于疫情推动居家办公、云服务需求暴涨，推升了美光业绩。然而，随着半导体供应链吃紧，部分零部件出现短缺，进而影响到PC厂商的需求，市场担忧美光会在明年陷入困局。市场的担忧并不为过，历史上看，美光业绩波动剧烈，业绩难以琢磨，稍有不慎，股价便是腰斩，将存储芯片称之为半导体最强周期股毫不为过！在Q4财报中，美光透露PC客户受到供应链短缺危机，影响到存储芯片的需求，预计2022年PC销量同比低个位数增长，而2021年是两位数的增长。目前，分析师和管理层的分歧在于，PC需求是短期下滑还是新的拐点形成，前者认为需要更多的数据验证，而管理层则认为PC客户遇到的问题会在几个月后得到解决。未来的事情，谁能说得准，不如从Q4财报着手，于细微处见真章。美光Q4营收82.74亿美元，同比增长36.6%，超出市场预期的82.24亿；净利润Q4斩获27.2亿美元，超出市场预期的25.63亿。公司认为，Q4实现了强劲的盈利能力和美光历史上第二高的季度收入！分部来看，动态随机存取存储器(DRAM)营收60.91亿美元，同比增长39%，占总营收的比重达到74%；计算机闪存设备（NAND）营收19.71亿美元，同比增长28.8%。与Q3相比，DRAM和NAND在销量上仅保持了低个位数增长，带动营收增速更多的是靠单价提升（ASP），Q4，DRAM和NAND都有中高个位数百分比的增长。从商业应用上看，计算和网络Q4营收37.94亿美元，同比增长26%；移动（MBU）营收18.92亿美元，同比增长29%；存储（SBU）营收12.03亿美元，同比增长32%；最惊艳的分部来自嵌入式（E","images":[{"img":"https://static.tigerbbs.com/e44e9d1edfe280175f924e8e895f59c0","width":"688","height":"398"},{"img":"https://static.tigerbbs.com/eda595eaba0c02b3c3c349f9df1f0099","width":"688","height":"388"},{"img":"https://static.tigerbbs.com/e17f93dc942cd063c9853c3de63057bd","width":"688","height":"163"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862427031","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862450918,"gmtCreate":1632904712117,"gmtModify":1632904712913,"author":{"id":"3577331412124275","authorId":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577331412124275","idStr":"3577331412124275"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/862450918","repostId":"2171985985","repostType":2,"repost":{"id":"2171985985","pubTimestamp":1632902520,"share":"https://www.laohu8.com/m/news/2171985985?lang=&edition=full","pubTime":"2021-09-29 16:02","market":"hk","language":"zh","title":"苹果(AAPL.O)盘前涨1.12%","url":"https://stock-news.laohu8.com/highlight/detail?id=2171985985","media":"哈富资讯","summary":"苹果(AAPL.O)盘前涨1.12%，苹果客服称限电对iPhone 13暂无影响，可正常下单。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=105.AAPL&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p>　　<span><a href=\"https://laohu8.com/S/AAPL\">苹果</a></span><span></span>(AAPL.O)盘前涨1.12%，<span href=\"http://quote.eastmoney.com/unify/r/105.AAPL\" target=\"_blank\" web=\"1\">苹果</span>客服称限电对iPhone 13暂无影响，可正常下单。 </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>苹果(AAPL.O)盘前涨1.12%</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苹果(AAPL.O)盘前涨1.12%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-29 16:02 北京时间&nbsp;&nbsp;&nbsp;<a href=http://stock.eastmoney.com/a/202109292125707297.html><strong>哈富资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>苹果(AAPL.O)盘前涨1.12%，苹果客服称限电对iPhone 13暂无影响，可正常下单。 （文章来源：哈富资讯）</p>\n\n<a href=\"http://stock.eastmoney.com/a/202109292125707297.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"http://stock.eastmoney.com/a/202109292125707297.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2171985985","content_text":"苹果(AAPL.O)盘前涨1.12%，苹果客服称限电对iPhone 13暂无影响，可正常下单。 （文章来源：哈富资讯）","news_type":1},"isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866061983,"gmtCreate":1632713079942,"gmtModify":1632798361133,"author":{"id":"3577331412124275","authorId":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577331412124275","idStr":"3577331412124275"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/866061983","repostId":"2170864553","repostType":2,"repost":{"id":"2170864553","pubTimestamp":1632711905,"share":"https://www.laohu8.com/m/news/2170864553?lang=&edition=full","pubTime":"2021-09-27 11:05","market":"us","language":"zh","title":"宇婷：微软发布Viva、Qualtrics暴涨、Workday收购Peakon，“员工体验”烧起TO B新年第一把火","url":"https://stock-news.laohu8.com/highlight/detail?id=2170864553","media":"36氪","summary":"“员工体验”是以员工为中心的全新人力资源战略。今年2月初，微软发布员工体验平台Microsoft Viva，这一平台基于Microsoft 365构建，与Microsoft Teams集成在一起。不只是微软，美国时间1月28日，体验管理平台Qualtrics开盘上市。不久前的1月末，Workday 用7亿美元收购丹麦的员工体验平台 Peakon ，意图解决员工体验问题。员工体验又对TO B行业有着怎样的启发？刘健告诉TO B新势力。","content":"<html><body><article><p>本文由<a href=\"https://laohu8.com/S/KRKR\">36氪</a>企服点评专家团<strong>宇婷</strong>原创。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13863258598/0\"/><p>36氪企服点评专家团——宇婷</p><p>————正文————</p><p>英国组织行为学教授琳达·格拉顿(Lynda Gratton)曾开展了一次针对79个国家，1246位高管的调研，目的是了解现代企业面临的最大挑战——人力资源问题。</p><p>调研结果是：“员工体验”将会给企业带来巨大红利，而大量公司尚未捕获这些红利。</p><p>“员工体验”是以员工为中心的全新人力资源战略。对于这股红利的追逐，在2021年被推向高潮。<strong>今年2月初，<a href=\"https://laohu8.com/S/MSFT\">微软</a>发布员工体验平台Microsoft Viva</strong>，这一平台基于Microsoft 365构建，与Microsoft Teams集成在一起。微软首席执行官萨蒂亚·纳德拉（Satya Nadella）通过<a href=\"https://laohu8.com/S/TWTR\">Twitter</a>表达，“Viva要将员工成功所需的一切都直接整合起来。”</p><p><strong>不只是微软，美国时间1月28日，体验管理平台Qualtrics开盘上市。</strong>首日大涨超50%，市值超过270亿美元。<strong>不久前的1月末，<a href=\"https://laohu8.com/S/WDAY\">Workday</a> 用7亿美元收购丹麦的员工体验平台 Peakon ，</strong>意图解决员工体验问题。</p><p>目前热衷于员工体验的企业主要分为几类：<strong>第一是企业用户自身在内部推动。第二是国外如微软，国内如CDP等厂商已经有了自己的方法论。第三，本来就注重产品体验的互联网公司如阿里、<a href=\"https://laohu8.com/S/00700\">腾讯</a>等。</strong></p><p>在与多位业内人士沟通后，<strong>TO B新势力得到一个共识：尽管员工体验的概念在行业内已经火了多年，微软等国外巨头的动作才标志着员工体验从理念走向实际落地。</strong></p><p>海外巨头的动作是否会带来行业的巨大变革？员工体验又对TO B行业有着怎样的启发？TO B新势力第一时间访问了上下游相关厂商、有所行动的企业用户，以及一线产品经理，调研他们的想法。</p><p>一、近5年逐渐升温的潮流</p><p>起源于HR领域的员工体验话题在近5年逐渐升温，并替代了之前人力资源应用在成本、服务等领域的视角。</p><p>2018年，安永提出消费者级别的员工体验是全球人力资源职能的六大主题之一，其他主题还包括：颠覆性技术、永不结束的人才争夺战、目标导向与以人为本、非正式员工的崛起、劳动力全球化。但被关注了5年以上时间的员工体验话题，此前的实践并不多，第三方调研机构的数据加速了巨头入局的决心。</p><p>一位HR应用产品经理向TO B新势力举例：“员工刷完了<a href=\"https://laohu8.com/S/DYIN\">抖音</a>，突然来到公司的平台，发现功能不支持手机端登录，录入数据要花费半小时。这个体验会把员工推走。”</p><p>国内知名的HR SaaS公司CDP集团首席运营官刘健深扎行业多年，他的观点也佐证了上述现状：<strong>“传统的</strong><strong>ERP</strong><strong>、</strong><strong>e-HR</strong><strong>系统实现的是信息化和无纸化，系统的主要用户就是HR，这些平台在现在的数字化和体验化大趋势下显然都已经过时了，随着新生代员工逐渐步入社会，陈旧的ERP和HR系统已经无法满足员工的需求了，很多企业用户都在主动寻找更好的工具和平台。”</strong></p><p>多年前，CDP集团董事长兼CEO王炜和SuccessFactors的创始人Aaron Au也都曾预测，接下来市场会大热的产品会是EXP，也就是员工体验。2012年王炜的公司就开始投入建设数字化的员工体验门户，试图成为第一个吃螃蟹的厂商。</p><p><strong>企业经营核心的核心是生产和物流。但现在，这一核心变成员工。人是企业经营的核心资产，员工体验的提升可以推动企业的效率提升，带来更高营业额。</strong></p><p>“体验”强调员工个性化及个人的感受。对于国内不同年龄段的员工来说工作的意义各不相同，70后是为了事业，80后为了理想，90后是为了自我实现，00后的想法更加多元。</p><p><strong>人力资源的理论也在发生变化，它正在从以前的木桶理论——补短板，转变为激励个体，让长板更长，获得竞争优势。</strong></p><p>“员工的需求已经超越了薪资、物质，需要的是精神性的激励、成就感以及对行为的及时认可。”</p><p>“HR manager变成了people manager，要更多关注自然人的属性。企业要想真正解决企业增长核心问题，则要落实到人。原来员工最关注的是加薪，福利这些显性指标。但只有做到对员工的即时激励，才能把效果直接传达到客户处。”刘健告诉TO B新势力。</p><p>新的需求正在发酵，催发出一个更大的市场。</p><p>二、从积分卡到找导师</p><p>据TO B新势力了解，员工体验项目并非空白，诸如CDP等企业，近几年已经落地了员工体验项目。如<a href=\"https://laohu8.com/S/0P6S.UK\">拜耳公司</a>中国区已经把员工的工资提出来一部分，用作即时激励和认可互动。当公司经理发现下属有一个很好的行为时，会立刻通过一张卡片去鼓励员工。员工感知到这是团队所鼓励的事情，是团队需要的工作态度，就会固化自己的行为，并形成习惯。</p><p>拜耳中国设置了多种卡片类型，最基础的卡片叫感谢卡，用于员工之间互相认可和感谢，作为纯精神激励。还有击掌、鼓掌等对应奖金的卡片，额度不大，发放由管理人员决定。最后达到的效果是员工在平台里获取了积分，拿积分兑换礼品和奖金。激励卡整体机制让企业能够提升员工的绩效，降低员工的离职率。</p><p><strong>无论对于公司还是员工个人，激励无外乎是三件事。第一，能否在平台上激发员工去挑战之前不敢挑战的事情。第二，从成长视角看待，激励与组织体系设计、培训体系设计、人才体系设计都息息相关，同时要与SaaS拥有关联性。第三，让员工在企业工作时，能够拥有一个较为轻松、符合人性而又比较温暖的环境。</strong></p><p><a href=\"https://laohu8.com/S/DELL\">戴尔</a>、<a href=\"https://laohu8.com/S/02007\">碧桂园</a>、<a href=\"https://laohu8.com/S/HTHT\">华住</a>等企业也已经有相关的实践，但具体的切入口与拜耳中国并不相同。</p><p>据TO B新势力了解，碧桂园、华住等企业是从全面薪酬的视角切入员工体验应用。HR领域之前更多关注的是现金薪酬，对非现金薪酬的关注较弱。此前，非现金薪酬的最大挑战在于员工的认可度低，HR没有动力推。</p><p>疫情以后，弹性工时用工，远程办公等话题越来越受到关注，全面薪酬的视角更加重要。在全面薪酬的视角中，员工的弹性福利，员工收到的认可和激励，都决定了员工是否更加认同所在的企业。此外，企业里面推了很多年的导师制——员工入职了以后找师傅，在员工体验下也有了新的方式。传统的方式找师傅，新人不知道去找谁，企业安排给他一个人，新员工也不知道这个人是不是真的能帮到他，或者师傅忙不忙。师傅可能也在想，我为什么要帮？这对我有什么好处？</p><p>新方法是，员工可以通过平台在线拜师。拜师之前先了解师傅们的情况，比如在哪个领域拥有专长，是否与自身情况所需相符。拜师还可以成为一个双向仪式，员工和师傅之间实现双向选择。拜师成功后，师傅会收到一些需要挑战的任务，完成任务即可以获得对应积分；徒弟转正或者第一次晋升也可以获得对应的积分。联动积分让整个过程变得更加有趣。这些核心刚需背后，是人群代际和技术因素发生了改变。</p><p>首先，<strong>新一代员工不缺乏物质，更加注重体验、关怀和文化。对精神的要求越来越高。其次，互联网、大数据等技术迭代，能够支撑起人力资源领域早已成熟的理论，使之落地。</strong></p><p>比如，借助员工在平台上留存的行为数据，而非调研和访谈，来更真实地了解员工行为。以往员工喜欢什么，想要得到什么？HR即使去问，可能也得不到答案。但是关注员工的日常行为，如通过弹性的福利平台让员工选择自己喜欢的东西。不同年龄段、偏好的真实数据，会自然呈现。</p><p>三、发源于C端，国内领先于海外</p><p>实际上员工体验发源于TO C领域，逐渐“侵入”到TO B领域。因为国内的需求丰富，一些厂商的实践甚至领先于海外。</p><p><strong>“其实这个行业还真没有人做得好。员工体验是整个服务的叠加。咨询公司做方法论的人比较多。但是对于体验的设计，真正能把理念+设计+平台+实践并不多。”一位行业资深人士告诉TO B新势力。</strong></p><p>冯博是CDP集团客户成功的负责人，他认为TO B之前更多是从专业视角来做设计产品的。比如从人力资源角度关注到怎么把薪资算准，怎么去做一些人事的管理、数据的处理。人力资源领域对人才的创新需求，引发了对员工体验的重视。</p><p>员工体验强调的是员工的感受，又因为涉及到公司组织文化。员工体验设计变成了一个继续要自上而下，又需要自下而上的双重过程。</p><p>“自上而下”的核心在于跟企业文化相关。员工的需求是无穷无尽的，HR不可能把所有的员工需求全部都满足。以哪个为切入点，具体要做哪个项目，做这个项目想达到什么效果，与企业想推广一个什么样的文化，想打造一个什么样的体系，想建立一个什么样的团队与企业文化密切相关。</p><p>“自下而上”则是指在TO B级产品中糅合产品体验的理念，需要从前期方案设计、客户需求沟通到交付落地全流程的不断迭代。</p><p>“员工体验也并非一蹴而就，它是一个需要持续改善、持续提升的过程。首先，要找到和企业可以共创的项目，每个企业对员工体验的关注点和抓手不一样。在第一阶段中，共创的项目是找到具体契合点的突破口。”</p><p>冯博分享了他在负责员工体验中的一些实际做法：“会通过标准问卷和调研的一个框架，根据之前的经验去问企业一些核心的问题。但是这个过程肯定不是死的，它是一个灵活的东西。”</p><p>员工体验不仅仅是产品细节的创新，也包括背后的机制设定、文化承载等。</p><p>“我们会出一些理解和经验给客户分享，然后会和客户一起想新的方法。甚至会有一些很细节的事情，比如说像员工体验一般都会有个slogan，到底用什么样的slogan会让员工好记还能植入文化。logo的设计、宣传视频的设计、具体方案的落地、卡片叫什么名字，带不带金额，这些都是要逐步分解。”</p><p>冯博还强调了三点：</p><p><strong>第一，把所有利益攸关方整合进来。</strong>所谓的利益攸关方会涉及到一些代表性的经理、员工、管理层或者HR。模拟一些场景，让这些员工带着角色去体验，最后会有结果的输出，以确定是否需要持续改进。</p><p><strong>还有一部分是员工的行为分析</strong>，比如说员工在做卡片的时候，哪些卡片发得比较多，什么时间点发的，由谁发给谁的，这些可以根据员工系统中留存的数据，进行提炼和思考，确定方案是否需要改进。</p><p>国内企业在员工体验上的特点有哪些？</p><p>刘健认为：“以全球性企业、大型外企为例，其最终决策是国际总部。而国内项目则没有这层因素。互联网企业、中国民营企业的决策权就在中国，能做的、敢做的变革幅度会更大。”</p><p>“外资企业受制于总部的管理，往往在中国会先着眼于一个个应用场景，从点上去突破和不断革新，而国内的大型民营企业或互联网企业现在更多的会从顶层设计开始，从面上全方位考虑新一代员工体验平台的搭建。”</p><p>随着更多厂商关注到这一领域，“员工体验”的壁垒主要是两点，其一是在服务能力上，能否与上百个厂家共同形成一套生态体系，一起交付方案。</p><p><strong>此外，员工所感受到的简单的前端，其背后要有一个整体支撑，比如供应商、物流等等能否打得通。</strong>核心不在前端应用，而在于后端服务支持体系。有一定咨询能力、方案设计能力，并且能够与HR和公司沟通，交付产品，结合起来才能实现服务。</p><p>刘健和同事去年推动了新一代员工体验平台WorkLife的搭建。很多员工离职后还会登录到WorkLife的平台中，因为这个平台打通了员工工作和生活，可以把员工的体检记录，保险，家庭保障，甚至是新的求职机会展示出来。</p><p>“员工获取体验通过带来良好感受的场景以及服务。服务的背后是企业用户在业务流程上的优化。流程背后是自动行为数据的捕获，比如员工互动的时间。”这是他直观的感受。</p><p>盖洛普(Gallup) 的一项研究曾提到：近年来持续致力员工体验提升的公司生产力提高了17%，营业收入增加了40%。Gartner的调研亦显示：员工体验是员工与组织的文化、技术和物理环境互动的结合。到2022年，在员工体验方面进行持续投资的企业将实现员工敬业度得分净提升10个百分点。</p><p>“体验”一词以往常常被用在“客户体验”这个短语里，今天的员工又何尝不是企业的客户呢？新一代员工所关注的，早已不仅仅是薪资，还有尊重和成就感。</p><p><strong>当所有员工都在成长，公司就在成长。</strong></p><p>想要了解更多行业知识、软件推荐、功能对比、工具测评，敬请关注36kr企服点评官方网站（www.36dianping.com）。轻点鼠标，发现更多高效率的企服软件！</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13787718934/0\"/><p>www.36dianping.com</p><p>[免责声明]</p><p>原文标题：《微软发布Viva、Qualtrics暴涨、Workday收购Peakon，「员工体验」烧起TO B新年第一把火 | 专家视角》</p><p>作者：宇婷</p><p>本文来源于36氪企服点评</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>宇婷：微软发布Viva、Qualtrics暴涨、Workday收购Peakon，“员工体验”烧起TO 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{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宇婷：微软发布Viva、Qualtrics暴涨、Workday收购Peakon，“员工体验”烧起TO B新年第一把火\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-27 11:05 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202109271107467c412a55&s=b><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本文由36氪企服点评专家团宇婷原创。36氪企服点评专家团——宇婷————正文————英国组织行为学教授琳达·格拉顿(Lynda Gratton)曾开展了一次针对79个国家，1246位高管的调研，目的是了解现代企业面临的最大挑战——人力资源问题。调研结果是：“员工体验”将会给企业带来巨大红利，而大量公司尚未捕获这些红利。“员工体验”是以员工为中心的全新人力资源战略。对于这股红利的追逐，在2021年被...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202109271107467c412a55&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/63bcdd40747dbacf61bd55b0f5f96a16","relate_stocks":{"WDAY":"Workday","MSFT":"微软"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202109271107467c412a55&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2170864553","content_text":"本文由36氪企服点评专家团宇婷原创。36氪企服点评专家团——宇婷————正文————英国组织行为学教授琳达·格拉顿(Lynda Gratton)曾开展了一次针对79个国家，1246位高管的调研，目的是了解现代企业面临的最大挑战——人力资源问题。调研结果是：“员工体验”将会给企业带来巨大红利，而大量公司尚未捕获这些红利。“员工体验”是以员工为中心的全新人力资源战略。对于这股红利的追逐，在2021年被推向高潮。今年2月初，微软发布员工体验平台Microsoft Viva，这一平台基于Microsoft 365构建，与Microsoft Teams集成在一起。微软首席执行官萨蒂亚·纳德拉（Satya Nadella）通过Twitter表达，“Viva要将员工成功所需的一切都直接整合起来。”不只是微软，美国时间1月28日，体验管理平台Qualtrics开盘上市。首日大涨超50%，市值超过270亿美元。不久前的1月末，Workday 用7亿美元收购丹麦的员工体验平台 Peakon ，意图解决员工体验问题。目前热衷于员工体验的企业主要分为几类：第一是企业用户自身在内部推动。第二是国外如微软，国内如CDP等厂商已经有了自己的方法论。第三，本来就注重产品体验的互联网公司如阿里、腾讯等。在与多位业内人士沟通后，TO B新势力得到一个共识：尽管员工体验的概念在行业内已经火了多年，微软等国外巨头的动作才标志着员工体验从理念走向实际落地。海外巨头的动作是否会带来行业的巨大变革？员工体验又对TO B行业有着怎样的启发？TO B新势力第一时间访问了上下游相关厂商、有所行动的企业用户，以及一线产品经理，调研他们的想法。一、近5年逐渐升温的潮流起源于HR领域的员工体验话题在近5年逐渐升温，并替代了之前人力资源应用在成本、服务等领域的视角。2018年，安永提出消费者级别的员工体验是全球人力资源职能的六大主题之一，其他主题还包括：颠覆性技术、永不结束的人才争夺战、目标导向与以人为本、非正式员工的崛起、劳动力全球化。但被关注了5年以上时间的员工体验话题，此前的实践并不多，第三方调研机构的数据加速了巨头入局的决心。一位HR应用产品经理向TO B新势力举例：“员工刷完了抖音，突然来到公司的平台，发现功能不支持手机端登录，录入数据要花费半小时。这个体验会把员工推走。”国内知名的HR SaaS公司CDP集团首席运营官刘健深扎行业多年，他的观点也佐证了上述现状：“传统的ERP、e-HR系统实现的是信息化和无纸化，系统的主要用户就是HR，这些平台在现在的数字化和体验化大趋势下显然都已经过时了，随着新生代员工逐渐步入社会，陈旧的ERP和HR系统已经无法满足员工的需求了，很多企业用户都在主动寻找更好的工具和平台。”多年前，CDP集团董事长兼CEO王炜和SuccessFactors的创始人Aaron Au也都曾预测，接下来市场会大热的产品会是EXP，也就是员工体验。2012年王炜的公司就开始投入建设数字化的员工体验门户，试图成为第一个吃螃蟹的厂商。企业经营核心的核心是生产和物流。但现在，这一核心变成员工。人是企业经营的核心资产，员工体验的提升可以推动企业的效率提升，带来更高营业额。“体验”强调员工个性化及个人的感受。对于国内不同年龄段的员工来说工作的意义各不相同，70后是为了事业，80后为了理想，90后是为了自我实现，00后的想法更加多元。人力资源的理论也在发生变化，它正在从以前的木桶理论——补短板，转变为激励个体，让长板更长，获得竞争优势。“员工的需求已经超越了薪资、物质，需要的是精神性的激励、成就感以及对行为的及时认可。”“HR manager变成了people manager，要更多关注自然人的属性。企业要想真正解决企业增长核心问题，则要落实到人。原来员工最关注的是加薪，福利这些显性指标。但只有做到对员工的即时激励，才能把效果直接传达到客户处。”刘健告诉TO B新势力。新的需求正在发酵，催发出一个更大的市场。二、从积分卡到找导师据TO B新势力了解，员工体验项目并非空白，诸如CDP等企业，近几年已经落地了员工体验项目。如拜耳公司中国区已经把员工的工资提出来一部分，用作即时激励和认可互动。当公司经理发现下属有一个很好的行为时，会立刻通过一张卡片去鼓励员工。员工感知到这是团队所鼓励的事情，是团队需要的工作态度，就会固化自己的行为，并形成习惯。拜耳中国设置了多种卡片类型，最基础的卡片叫感谢卡，用于员工之间互相认可和感谢，作为纯精神激励。还有击掌、鼓掌等对应奖金的卡片，额度不大，发放由管理人员决定。最后达到的效果是员工在平台里获取了积分，拿积分兑换礼品和奖金。激励卡整体机制让企业能够提升员工的绩效，降低员工的离职率。无论对于公司还是员工个人，激励无外乎是三件事。第一，能否在平台上激发员工去挑战之前不敢挑战的事情。第二，从成长视角看待，激励与组织体系设计、培训体系设计、人才体系设计都息息相关，同时要与SaaS拥有关联性。第三，让员工在企业工作时，能够拥有一个较为轻松、符合人性而又比较温暖的环境。戴尔、碧桂园、华住等企业也已经有相关的实践，但具体的切入口与拜耳中国并不相同。据TO B新势力了解，碧桂园、华住等企业是从全面薪酬的视角切入员工体验应用。HR领域之前更多关注的是现金薪酬，对非现金薪酬的关注较弱。此前，非现金薪酬的最大挑战在于员工的认可度低，HR没有动力推。疫情以后，弹性工时用工，远程办公等话题越来越受到关注，全面薪酬的视角更加重要。在全面薪酬的视角中，员工的弹性福利，员工收到的认可和激励，都决定了员工是否更加认同所在的企业。此外，企业里面推了很多年的导师制——员工入职了以后找师傅，在员工体验下也有了新的方式。传统的方式找师傅，新人不知道去找谁，企业安排给他一个人，新员工也不知道这个人是不是真的能帮到他，或者师傅忙不忙。师傅可能也在想，我为什么要帮？这对我有什么好处？新方法是，员工可以通过平台在线拜师。拜师之前先了解师傅们的情况，比如在哪个领域拥有专长，是否与自身情况所需相符。拜师还可以成为一个双向仪式，员工和师傅之间实现双向选择。拜师成功后，师傅会收到一些需要挑战的任务，完成任务即可以获得对应积分；徒弟转正或者第一次晋升也可以获得对应的积分。联动积分让整个过程变得更加有趣。这些核心刚需背后，是人群代际和技术因素发生了改变。首先，新一代员工不缺乏物质，更加注重体验、关怀和文化。对精神的要求越来越高。其次，互联网、大数据等技术迭代，能够支撑起人力资源领域早已成熟的理论，使之落地。比如，借助员工在平台上留存的行为数据，而非调研和访谈，来更真实地了解员工行为。以往员工喜欢什么，想要得到什么？HR即使去问，可能也得不到答案。但是关注员工的日常行为，如通过弹性的福利平台让员工选择自己喜欢的东西。不同年龄段、偏好的真实数据，会自然呈现。三、发源于C端，国内领先于海外实际上员工体验发源于TO C领域，逐渐“侵入”到TO B领域。因为国内的需求丰富，一些厂商的实践甚至领先于海外。“其实这个行业还真没有人做得好。员工体验是整个服务的叠加。咨询公司做方法论的人比较多。但是对于体验的设计，真正能把理念+设计+平台+实践并不多。”一位行业资深人士告诉TO B新势力。冯博是CDP集团客户成功的负责人，他认为TO B之前更多是从专业视角来做设计产品的。比如从人力资源角度关注到怎么把薪资算准，怎么去做一些人事的管理、数据的处理。人力资源领域对人才的创新需求，引发了对员工体验的重视。员工体验强调的是员工的感受，又因为涉及到公司组织文化。员工体验设计变成了一个继续要自上而下，又需要自下而上的双重过程。“自上而下”的核心在于跟企业文化相关。员工的需求是无穷无尽的，HR不可能把所有的员工需求全部都满足。以哪个为切入点，具体要做哪个项目，做这个项目想达到什么效果，与企业想推广一个什么样的文化，想打造一个什么样的体系，想建立一个什么样的团队与企业文化密切相关。“自下而上”则是指在TO B级产品中糅合产品体验的理念，需要从前期方案设计、客户需求沟通到交付落地全流程的不断迭代。“员工体验也并非一蹴而就，它是一个需要持续改善、持续提升的过程。首先，要找到和企业可以共创的项目，每个企业对员工体验的关注点和抓手不一样。在第一阶段中，共创的项目是找到具体契合点的突破口。”冯博分享了他在负责员工体验中的一些实际做法：“会通过标准问卷和调研的一个框架，根据之前的经验去问企业一些核心的问题。但是这个过程肯定不是死的，它是一个灵活的东西。”员工体验不仅仅是产品细节的创新，也包括背后的机制设定、文化承载等。“我们会出一些理解和经验给客户分享，然后会和客户一起想新的方法。甚至会有一些很细节的事情，比如说像员工体验一般都会有个slogan，到底用什么样的slogan会让员工好记还能植入文化。logo的设计、宣传视频的设计、具体方案的落地、卡片叫什么名字，带不带金额，这些都是要逐步分解。”冯博还强调了三点：第一，把所有利益攸关方整合进来。所谓的利益攸关方会涉及到一些代表性的经理、员工、管理层或者HR。模拟一些场景，让这些员工带着角色去体验，最后会有结果的输出，以确定是否需要持续改进。还有一部分是员工的行为分析，比如说员工在做卡片的时候，哪些卡片发得比较多，什么时间点发的，由谁发给谁的，这些可以根据员工系统中留存的数据，进行提炼和思考，确定方案是否需要改进。国内企业在员工体验上的特点有哪些？刘健认为：“以全球性企业、大型外企为例，其最终决策是国际总部。而国内项目则没有这层因素。互联网企业、中国民营企业的决策权就在中国，能做的、敢做的变革幅度会更大。”“外资企业受制于总部的管理，往往在中国会先着眼于一个个应用场景，从点上去突破和不断革新，而国内的大型民营企业或互联网企业现在更多的会从顶层设计开始，从面上全方位考虑新一代员工体验平台的搭建。”随着更多厂商关注到这一领域，“员工体验”的壁垒主要是两点，其一是在服务能力上，能否与上百个厂家共同形成一套生态体系，一起交付方案。此外，员工所感受到的简单的前端，其背后要有一个整体支撑，比如供应商、物流等等能否打得通。核心不在前端应用，而在于后端服务支持体系。有一定咨询能力、方案设计能力，并且能够与HR和公司沟通，交付产品，结合起来才能实现服务。刘健和同事去年推动了新一代员工体验平台WorkLife的搭建。很多员工离职后还会登录到WorkLife的平台中，因为这个平台打通了员工工作和生活，可以把员工的体检记录，保险，家庭保障，甚至是新的求职机会展示出来。“员工获取体验通过带来良好感受的场景以及服务。服务的背后是企业用户在业务流程上的优化。流程背后是自动行为数据的捕获，比如员工互动的时间。”这是他直观的感受。盖洛普(Gallup) 的一项研究曾提到：近年来持续致力员工体验提升的公司生产力提高了17%，营业收入增加了40%。Gartner的调研亦显示：员工体验是员工与组织的文化、技术和物理环境互动的结合。到2022年，在员工体验方面进行持续投资的企业将实现员工敬业度得分净提升10个百分点。“体验”一词以往常常被用在“客户体验”这个短语里，今天的员工又何尝不是企业的客户呢？新一代员工所关注的，早已不仅仅是薪资，还有尊重和成就感。当所有员工都在成长，公司就在成长。想要了解更多行业知识、软件推荐、功能对比、工具测评，敬请关注36kr企服点评官方网站（www.36dianping.com）。轻点鼠标，发现更多高效率的企服软件！www.36dianping.com[免责声明]原文标题：《微软发布Viva、Qualtrics暴涨、Workday收购Peakon，「员工体验」烧起TO B新年第一把火 | 专家视角》作者：宇婷本文来源于36氪企服点评","news_type":1},"isVote":1,"tweetType":1,"viewCount":675,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":868636041,"gmtCreate":1632637110983,"gmtModify":1632647605455,"author":{"id":"3577331412124275","authorId":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577331412124275","idStr":"3577331412124275"},"themes":[],"htmlText":"&nbsp;Await&nbsp;","listText":"&nbsp;Await&nbsp;","text":"Await","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/868636041","repostId":"2170449612","repostType":2,"repost":{"id":"2170449612","pubTimestamp":1632627840,"share":"https://www.laohu8.com/m/news/2170449612?lang=&edition=full","pubTime":"2021-09-26 11:44","market":"us","language":"zh","title":"蔚来公布ET7最新风阻系数0.208","url":"https://stock-news.laohu8.com/highlight/detail?id=2170449612","media":"钛媒体","summary":"蔚来于近日公布了旗下ET7车型的风洞测试成绩。数据显示，ET7风阻系数为0.208，进入全球量产车低风阻前二名。据介绍，蔚来ET7由来自三大洲的蔚来工程师联合开发。通过800余次空气动力学仿真模拟以及...","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=106.NIO&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p>　　<span><a href=\"https://laohu8.com/S/NIO\">蔚来</a></span><span></span>于近日公布了旗下ET7车型的风洞测试成绩。数据显示，ET7风阻系数为0.208，进入全球量产车低风阻前二名。</p>\n<p>　　据介绍，<span href=\"http://quote.eastmoney.com/unify/r/106.NIO\" target=\"_blank\" web=\"1\">蔚来</span>ET7由来自三大洲的<span href=\"http://quote.eastmoney.com/unify/r/106.NIO\" target=\"_blank\" web=\"1\">蔚来</span>工程师联合开发。通过800余次空气动力学仿真模拟以及120小时的风洞测试，蔚来空气动力学团队历时2年，最终将蔚来ET7的风阻系数做到最优。</p>\n<p>　　此外，蔚来ET7全系标配AGS主动式进气格栅、空气悬架，底盘使用轻量化护板进行遮盖，使空气动力学性能进一步提升。</p>\n<p>　　据悉，蔚来ET7超低风阻将直接助于续航里程的提升，搭载全新150kWh电池后可实现1000公里的超长续航。</p>\n<p>　　新出行新科技</p>\n<p>　　US 蔚来-1.75% </p><p>（文章来源：钛媒体）</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>蔚来公布ET7最新风阻系数0.208</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蔚来公布ET7最新风阻系数0.208\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-26 11:44 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202109262119367987.html><strong>钛媒体</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>蔚来于近日公布了旗下ET7车型的风洞测试成绩。数据显示，ET7风阻系数为0.208，进入全球量产车低风阻前二名。\n　　据介绍，蔚来ET7由来自三大洲的蔚来工程师联合开发。通过800余次空气动力学仿真模拟以及120小时的风洞测试，蔚来空气动力学团队历时2年，最终将蔚来ET7的风阻系数做到最优。\n　　此外，蔚来ET7全系标配AGS主动式进气格栅、空气悬架，底盘使用轻量化护板进行遮盖，使空气动力学性能...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202109262119367987.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/eebab619623966f6e7115434f653b888","relate_stocks":{"NIO":"蔚来"},"source_url":"http://finance.eastmoney.com/a/202109262119367987.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2170449612","content_text":"蔚来于近日公布了旗下ET7车型的风洞测试成绩。数据显示，ET7风阻系数为0.208，进入全球量产车低风阻前二名。\n　　据介绍，蔚来ET7由来自三大洲的蔚来工程师联合开发。通过800余次空气动力学仿真模拟以及120小时的风洞测试，蔚来空气动力学团队历时2年，最终将蔚来ET7的风阻系数做到最优。\n　　此外，蔚来ET7全系标配AGS主动式进气格栅、空气悬架，底盘使用轻量化护板进行遮盖，使空气动力学性能进一步提升。\n　　据悉，蔚来ET7超低风阻将直接助于续航里程的提升，搭载全新150kWh电池后可实现1000公里的超长续航。\n　　新出行新科技\n　　US 蔚来-1.75% （文章来源：钛媒体）","news_type":1},"isVote":1,"tweetType":1,"viewCount":685,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":868638139,"gmtCreate":1632637022721,"gmtModify":1632647617461,"author":{"id":"3577331412124275","authorId":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577331412124275","idStr":"3577331412124275"},"themes":[],"htmlText":"Agreed&nbsp;","listText":"Agreed&nbsp;","text":"Agreed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/868638139","repostId":"2170123156","repostType":2,"repost":{"id":"2170123156","weMediaInfo":{"introduction":"最有深度的半导体新媒体，实讯、专业、原创、深度，30万半导体精英关注！专注观察全球半导体最新资讯、技术前沿、发展趋势。《摩尔精英》《中国集成电路》共同出品，欢迎订阅摩尔旗下公众号：摩尔精英、摩尔芯闻、摩尔App","home_visible":1,"media_name":"半导体行业观察","id":"1099700132","head_image":"https://static.tigerbbs.com/705285f8deea4d7b8e48df7848a67868"},"pubTimestamp":1632628723,"share":"https://www.laohu8.com/m/news/2170123156?lang=&edition=full","pubTime":"2021-09-26 11:58","market":"us","language":"zh","title":"芯片缺货究竟还要持续多久？","url":"https://stock-news.laohu8.com/highlight/detail?id=2170123156","media":"半导体行业观察","summary":"现在，跨国公司的领导人和高管对半导体的全球性短缺表示担忧，因为这已经形象到许多国家的生产和销售，且似乎看不到被解决的迹象。\n自大流行的最初几个月以来，许多公司都强调了他们对该问题的担忧。芯片供不应求，","content":"<p>现在，跨国公司的领导人和高管对半导体的全球性短缺表示担忧，因为这已经形象到许多国家的生产和销售，且似乎看不到被解决的迹象。</p>\n<p>自大流行的最初几个月以来，许多公司都强调了他们对该问题的担忧。芯片供不应求，全球许多汽车制造商和消费电子公司都表示，生产将受到影响。</p>\n<p>“预计这种不可预见的情况不会很快得到改善，供应限制可能会持续到 2023 年。尽管公司正在努力提高产能，但在达成解决方案之前，问题可能会恶化。”</p>\n<p><a href=\"https://laohu8.com/S/INTC\">英特尔</a>首席执行官帕特·盖尔辛格 (Pat Gelsinger) 最近警告说，最糟糕的情况尚未到来。他告诉 BBC，供应恢复正常还需要“一两年”时间。</p>\n<p>虽然解决问题并非不可能，但将是一项艰巨而长期的任务。</p>\n<p>是什么导致了半导体短缺?</p>\n<p>半导体或芯片具有介于导体和绝缘体之间的特性。它们通常由硅制成，用于为各种设备供电——例如汽车、笔记本电脑、智能手机、家用电器和游戏机，就是典型的应用场景。</p>\n<p>这些微小的物体执行许多功能，例如为显示器供电和传输数据。因此，供应紧缩会对汽车、冰箱、笔记本电脑、电视和其他电子设备的销售产生影响。</p>\n<p>但芯片制造产能不能在短时间内增加。正如一份报告指出的那样，制造芯片是一个需要数月时间的复杂过程。</p>\n<p>报告称：“制造芯片通常需要三个多月的时间，涉及大型工厂、无尘室、价值数百万美元的机器、熔锡和激光器。”</p>\n<p><a href=\"https://laohu8.com/S/TSM\">台积电</a>是全球最大的代工芯片制造商，其客户包括<a href=\"https://laohu8.com/S/QCOM\">高通</a>、Nivdia和<a href=\"https://laohu8.com/S/AAPL\">苹果</a>。它持有制造芯片代工业务的 56%。</p>\n<p>大流行期间电子设备的销售激增，对半导体产生了巨大的需求。但 COVID-19 并不是短缺背后的唯一因素。</p>\n<p>问题有多严重?</p>\n<p>由于不能一蹴而就，芯片厂商需要很长时间才能赶上需求。</p>\n<p>Gartner 在 5 月份发布的一份报告估计，各类设备的芯片短缺可能会持续到 2022 年第二季度。</p>\n<p>Gartner 首席研究分析师 Kanishka Chauhan 表示：“半导体短缺将严重扰乱供应链，并会在 2021 年限制许多电子设备类型的生产。代工厂正在提高晶圆价格，反过来，芯片公司也在提高产品价格。”</p>\n<p><img src=\"https://static.tigerbbs.com/e94bf3631f023f8c925ed64cbb18e90a\" tg-width=\"868\" tg-height=\"563\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>一份报告指出，芯片交货时间，即从订购半导体到交货之间的时间，从 7 月的 6 周上升至 8 月的创纪录的 21 周。</p>\n<p>一些顶级汽车零部件供应商告诉 Moneycontrol，半导体短缺将从2022 年 1 月开始缓解。总部位于哥印拜陀的一级零件制造商 Pricol 的董事总经理 Vikram Mohan 表示，今年年初供应紧缩情况恶化。</p>\n<p>“从 2021 年 1 月开始，问题只会变得更糟。现在，就短缺和生产损失而言，我们可能正处于顶峰。我们认为，对于该行业来说，第二季度和第三季度将非常困难。我们相信，从1 月份，随着明年 8 月至 9 月的进一步宽松政策，压力将有所缓解，”Mohan说。</p>\n<p>汽车生产受到冲击</p>\n<p>由于半导体短缺，一些国内和全球汽车制造商不得不减产和/或暂时停产。增加汽车行业的麻烦。该行业已经因 COVID 引起的中断而受到伤害。随之而来的生产中断只会延迟该行业的复苏。</p>\n<p>根据印度汽车制造商协会 (SIAM) 的数据，8 月份印度汽车批发量同比下降 11%。</p>\n<p>由于半导体供应短缺，印度最大的汽车制造商 Maruti Suzuki 将在 9 月份减产 60%。</p>\n<p>Mahindra 和 Mahindra M&amp;M 表示，由于半导体短缺，它将在 9 月份减产 20-25%。该汽车制造商将在本月在其汽车工厂观察七个“无生产日”。</p>\n<p>SIAM 总裁 Kenichi Ayukawa 最近表示，虽然芯片短缺具有挑战性，但它确实为印度汽车行业提供了机会。</p>\n<p>Ayukawa 还是 Maruti Suzuki India 的董事总经理兼首席执行官。</p>\n<p>“虽然半导体短缺似乎是一个挑战，但它也带来了机遇。当然，半导体制造需要非常大的投资。单靠印度汽车产业并不能保证这种半导体项目投资的完全可行性。因此，有需要跨部门整合，”Ayukawa 说，正如 PTI 所引述的那样。</p>\n<p>在即将到来的印度节日期间，半导体短缺很可能会影响销售。</p>\n<p>电动汽车 (EV) 制造商<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在 8 月宣布，它正在开发一种“Dojo”芯片，用于在数据中心训练人工智能网络。特斯拉首席执行官埃隆马斯克表示，Dojo 芯片应该会在明年投入使用。</p>\n<p>其他汽车制造商最终是否也会开发和/或制造自己的芯片还有待观察。</p>\n<p>对电子产品生产的影响</p>\n<p>笔记本电脑、平板电脑、智能手机和其他电子设备的生产也受到半导体短缺的影响。</p>\n<p>在与分析师的财报电话会议上，苹果首席执行官蒂姆库克曾表示，“供应限制将损害 iPad 和 iPhone 的销售。库克表示，短缺的不是高性能处理器，而是“传统节点”，即执行驱动显示器或解码音频等功能的芯片，这些芯片可以使用旧设备制造。</p>\n<p><a href=\"https://laohu8.com/S/CSCO\">思科</a>印度和南盟新任总裁 Daisy Chittilapilly 最近告诉 Moneycontrol，芯片短缺问题“非常真实”。</p>\n<p>Chittilapilly 说：“我们是最早在今年年初开始发出警告的公司之一，称半导体问题非常真实，我们还需要一段时间才能摆脱它。”</p>\n<p>“我们非常透明地告诉我们的合作伙伴和客户，我们正陷入困境。因此，由于这个问题，该行业陷入了困境，”她说。</p>\n<p>韩国最大的企业集团三星集团在 8 月份曾表示，将在未来三年内投资 240 万亿韩元(2060 亿美元)，以扩大其在生物制药、人工智能、半导体和<a href=\"https://laohu8.com/S/300024\">机器人</a>领域的影响力。</p>\n<p>该公司还谈到了芯片产业在韩国经济中的重要性。</p>\n<p><a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>在一份声明中表示：“芯片行业是韩国经济的安全板……从某种意义上说，我们激进的投资是一种生存策略，一旦我们失去竞争力，就几乎不可能卷土重来。”</p>\n<p>许多科技公司已经开始开发自己的芯片，此举不仅可以缓解当前的供应担忧，而且从长远来看可能会对该行业有所帮助。苹果正在其新款 iPad 和 Mac 中使用自己的 M1 芯片。Nikkei Asia 的一份报告表明，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>正在开发自己的中央处理器，从 2023 年开始，该处理器将用于其 Chromebook 笔记本电脑的 CPU。</p>\n<p>政府出手相救</p>\n<p>芯片短缺现在不仅成为企业和政府之间的话题，也成为各国领导人之间的话题。西方国家已表示需要将制造业转移到本国并变得自力更生。</p>\n<p>9 月 23 日，印度总理纳伦德拉·莫迪 (Narendra Modi) 会见了高通公司首席执行官克里斯蒂亚诺·阿蒙 (Cristiano Amon)，当时后者正在访问美国。阿蒙在推特上表示，他们讨论了 5G、vRAN、数字化转型以及半导体和可靠的地理多元化供应链的重要性。</p>\n<p>总理办公室的一份声明说，他们讨论了印度电信和电子行业的投资机会，包括与生产相关的激励计划 (PLI) 计划。PM Modi 和 Amon 还谈到了印度半导体供应链的发展。</p>\n<p>电子和信息技术部(MeITy)已经制定了电子元件和半导体制造促进计划(SPECS)。</p>\n<p>在美国，拜登政府 2 万亿美元的基础设施投资计划包括用于半导体行业的 500 亿美元。</p>\n<p>美国总统乔拜登 4 月份会见了 AT&amp;T、<a href=\"https://laohu8.com/S/DELL\">戴尔</a>、福特、<a href=\"https://laohu8.com/S/GM\">通用汽车</a>、Stellantis(前菲亚特克莱斯勒)、英特尔、<a href=\"https://laohu8.com/S/NOC\">诺斯罗普格鲁曼</a>公司等公司的首席执行官。他强调美国政府需要推动该行业的投资以保持竞争优势。</p>\n<p>韩国政府宣布了一项 4510 亿美元的巨额投资，以帮助企业提高半导体产量。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>芯片缺货究竟还要持续多久？</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芯片缺货究竟还要持续多久？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1099700132\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/705285f8deea4d7b8e48df7848a67868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">半导体行业观察 </p>\n<p class=\"h-time\">2021-09-26 11:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>现在，跨国公司的领导人和高管对半导体的全球性短缺表示担忧，因为这已经形象到许多国家的生产和销售，且似乎看不到被解决的迹象。</p>\n<p>自大流行的最初几个月以来，许多公司都强调了他们对该问题的担忧。芯片供不应求，全球许多汽车制造商和消费电子公司都表示，生产将受到影响。</p>\n<p>“预计这种不可预见的情况不会很快得到改善，供应限制可能会持续到 2023 年。尽管公司正在努力提高产能，但在达成解决方案之前，问题可能会恶化。”</p>\n<p><a href=\"https://laohu8.com/S/INTC\">英特尔</a>首席执行官帕特·盖尔辛格 (Pat Gelsinger) 最近警告说，最糟糕的情况尚未到来。他告诉 BBC，供应恢复正常还需要“一两年”时间。</p>\n<p>虽然解决问题并非不可能，但将是一项艰巨而长期的任务。</p>\n<p>是什么导致了半导体短缺?</p>\n<p>半导体或芯片具有介于导体和绝缘体之间的特性。它们通常由硅制成，用于为各种设备供电——例如汽车、笔记本电脑、智能手机、家用电器和游戏机，就是典型的应用场景。</p>\n<p>这些微小的物体执行许多功能，例如为显示器供电和传输数据。因此，供应紧缩会对汽车、冰箱、笔记本电脑、电视和其他电子设备的销售产生影响。</p>\n<p>但芯片制造产能不能在短时间内增加。正如一份报告指出的那样，制造芯片是一个需要数月时间的复杂过程。</p>\n<p>报告称：“制造芯片通常需要三个多月的时间，涉及大型工厂、无尘室、价值数百万美元的机器、熔锡和激光器。”</p>\n<p><a href=\"https://laohu8.com/S/TSM\">台积电</a>是全球最大的代工芯片制造商，其客户包括<a href=\"https://laohu8.com/S/QCOM\">高通</a>、Nivdia和<a href=\"https://laohu8.com/S/AAPL\">苹果</a>。它持有制造芯片代工业务的 56%。</p>\n<p>大流行期间电子设备的销售激增，对半导体产生了巨大的需求。但 COVID-19 并不是短缺背后的唯一因素。</p>\n<p>问题有多严重?</p>\n<p>由于不能一蹴而就，芯片厂商需要很长时间才能赶上需求。</p>\n<p>Gartner 在 5 月份发布的一份报告估计，各类设备的芯片短缺可能会持续到 2022 年第二季度。</p>\n<p>Gartner 首席研究分析师 Kanishka Chauhan 表示：“半导体短缺将严重扰乱供应链，并会在 2021 年限制许多电子设备类型的生产。代工厂正在提高晶圆价格，反过来，芯片公司也在提高产品价格。”</p>\n<p><img src=\"https://static.tigerbbs.com/e94bf3631f023f8c925ed64cbb18e90a\" tg-width=\"868\" tg-height=\"563\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>一份报告指出，芯片交货时间，即从订购半导体到交货之间的时间，从 7 月的 6 周上升至 8 月的创纪录的 21 周。</p>\n<p>一些顶级汽车零部件供应商告诉 Moneycontrol，半导体短缺将从2022 年 1 月开始缓解。总部位于哥印拜陀的一级零件制造商 Pricol 的董事总经理 Vikram Mohan 表示，今年年初供应紧缩情况恶化。</p>\n<p>“从 2021 年 1 月开始，问题只会变得更糟。现在，就短缺和生产损失而言，我们可能正处于顶峰。我们认为，对于该行业来说，第二季度和第三季度将非常困难。我们相信，从1 月份，随着明年 8 月至 9 月的进一步宽松政策，压力将有所缓解，”Mohan说。</p>\n<p>汽车生产受到冲击</p>\n<p>由于半导体短缺，一些国内和全球汽车制造商不得不减产和/或暂时停产。增加汽车行业的麻烦。该行业已经因 COVID 引起的中断而受到伤害。随之而来的生产中断只会延迟该行业的复苏。</p>\n<p>根据印度汽车制造商协会 (SIAM) 的数据，8 月份印度汽车批发量同比下降 11%。</p>\n<p>由于半导体供应短缺，印度最大的汽车制造商 Maruti Suzuki 将在 9 月份减产 60%。</p>\n<p>Mahindra 和 Mahindra M&amp;M 表示，由于半导体短缺，它将在 9 月份减产 20-25%。该汽车制造商将在本月在其汽车工厂观察七个“无生产日”。</p>\n<p>SIAM 总裁 Kenichi Ayukawa 最近表示，虽然芯片短缺具有挑战性，但它确实为印度汽车行业提供了机会。</p>\n<p>Ayukawa 还是 Maruti Suzuki India 的董事总经理兼首席执行官。</p>\n<p>“虽然半导体短缺似乎是一个挑战，但它也带来了机遇。当然，半导体制造需要非常大的投资。单靠印度汽车产业并不能保证这种半导体项目投资的完全可行性。因此，有需要跨部门整合，”Ayukawa 说，正如 PTI 所引述的那样。</p>\n<p>在即将到来的印度节日期间，半导体短缺很可能会影响销售。</p>\n<p>电动汽车 (EV) 制造商<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在 8 月宣布，它正在开发一种“Dojo”芯片，用于在数据中心训练人工智能网络。特斯拉首席执行官埃隆马斯克表示，Dojo 芯片应该会在明年投入使用。</p>\n<p>其他汽车制造商最终是否也会开发和/或制造自己的芯片还有待观察。</p>\n<p>对电子产品生产的影响</p>\n<p>笔记本电脑、平板电脑、智能手机和其他电子设备的生产也受到半导体短缺的影响。</p>\n<p>在与分析师的财报电话会议上，苹果首席执行官蒂姆库克曾表示，“供应限制将损害 iPad 和 iPhone 的销售。库克表示，短缺的不是高性能处理器，而是“传统节点”，即执行驱动显示器或解码音频等功能的芯片，这些芯片可以使用旧设备制造。</p>\n<p><a href=\"https://laohu8.com/S/CSCO\">思科</a>印度和南盟新任总裁 Daisy Chittilapilly 最近告诉 Moneycontrol，芯片短缺问题“非常真实”。</p>\n<p>Chittilapilly 说：“我们是最早在今年年初开始发出警告的公司之一，称半导体问题非常真实，我们还需要一段时间才能摆脱它。”</p>\n<p>“我们非常透明地告诉我们的合作伙伴和客户，我们正陷入困境。因此，由于这个问题，该行业陷入了困境，”她说。</p>\n<p>韩国最大的企业集团三星集团在 8 月份曾表示，将在未来三年内投资 240 万亿韩元(2060 亿美元)，以扩大其在生物制药、人工智能、半导体和<a href=\"https://laohu8.com/S/300024\">机器人</a>领域的影响力。</p>\n<p>该公司还谈到了芯片产业在韩国经济中的重要性。</p>\n<p><a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>在一份声明中表示：“芯片行业是韩国经济的安全板……从某种意义上说，我们激进的投资是一种生存策略，一旦我们失去竞争力，就几乎不可能卷土重来。”</p>\n<p>许多科技公司已经开始开发自己的芯片，此举不仅可以缓解当前的供应担忧，而且从长远来看可能会对该行业有所帮助。苹果正在其新款 iPad 和 Mac 中使用自己的 M1 芯片。Nikkei Asia 的一份报告表明，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>正在开发自己的中央处理器，从 2023 年开始，该处理器将用于其 Chromebook 笔记本电脑的 CPU。</p>\n<p>政府出手相救</p>\n<p>芯片短缺现在不仅成为企业和政府之间的话题，也成为各国领导人之间的话题。西方国家已表示需要将制造业转移到本国并变得自力更生。</p>\n<p>9 月 23 日，印度总理纳伦德拉·莫迪 (Narendra Modi) 会见了高通公司首席执行官克里斯蒂亚诺·阿蒙 (Cristiano Amon)，当时后者正在访问美国。阿蒙在推特上表示，他们讨论了 5G、vRAN、数字化转型以及半导体和可靠的地理多元化供应链的重要性。</p>\n<p>总理办公室的一份声明说，他们讨论了印度电信和电子行业的投资机会，包括与生产相关的激励计划 (PLI) 计划。PM Modi 和 Amon 还谈到了印度半导体供应链的发展。</p>\n<p>电子和信息技术部(MeITy)已经制定了电子元件和半导体制造促进计划(SPECS)。</p>\n<p>在美国，拜登政府 2 万亿美元的基础设施投资计划包括用于半导体行业的 500 亿美元。</p>\n<p>美国总统乔拜登 4 月份会见了 AT&amp;T、<a href=\"https://laohu8.com/S/DELL\">戴尔</a>、福特、<a href=\"https://laohu8.com/S/GM\">通用汽车</a>、Stellantis(前菲亚特克莱斯勒)、英特尔、<a href=\"https://laohu8.com/S/NOC\">诺斯罗普格鲁曼</a>公司等公司的首席执行官。他强调美国政府需要推动该行业的投资以保持竞争优势。</p>\n<p>韩国政府宣布了一项 4510 亿美元的巨额投资，以帮助企业提高半导体产量。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d10db85a306bb2dea16dfc318ece28fe","relate_stocks":{"TSM":"台积电"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2170123156","content_text":"现在，跨国公司的领导人和高管对半导体的全球性短缺表示担忧，因为这已经形象到许多国家的生产和销售，且似乎看不到被解决的迹象。\n自大流行的最初几个月以来，许多公司都强调了他们对该问题的担忧。芯片供不应求，全球许多汽车制造商和消费电子公司都表示，生产将受到影响。\n“预计这种不可预见的情况不会很快得到改善，供应限制可能会持续到 2023 年。尽管公司正在努力提高产能，但在达成解决方案之前，问题可能会恶化。”\n英特尔首席执行官帕特·盖尔辛格 (Pat Gelsinger) 最近警告说，最糟糕的情况尚未到来。他告诉 BBC，供应恢复正常还需要“一两年”时间。\n虽然解决问题并非不可能，但将是一项艰巨而长期的任务。\n是什么导致了半导体短缺?\n半导体或芯片具有介于导体和绝缘体之间的特性。它们通常由硅制成，用于为各种设备供电——例如汽车、笔记本电脑、智能手机、家用电器和游戏机，就是典型的应用场景。\n这些微小的物体执行许多功能，例如为显示器供电和传输数据。因此，供应紧缩会对汽车、冰箱、笔记本电脑、电视和其他电子设备的销售产生影响。\n但芯片制造产能不能在短时间内增加。正如一份报告指出的那样，制造芯片是一个需要数月时间的复杂过程。\n报告称：“制造芯片通常需要三个多月的时间，涉及大型工厂、无尘室、价值数百万美元的机器、熔锡和激光器。”\n台积电是全球最大的代工芯片制造商，其客户包括高通、Nivdia和苹果。它持有制造芯片代工业务的 56%。\n大流行期间电子设备的销售激增，对半导体产生了巨大的需求。但 COVID-19 并不是短缺背后的唯一因素。\n问题有多严重?\n由于不能一蹴而就，芯片厂商需要很长时间才能赶上需求。\nGartner 在 5 月份发布的一份报告估计，各类设备的芯片短缺可能会持续到 2022 年第二季度。\nGartner 首席研究分析师 Kanishka Chauhan 表示：“半导体短缺将严重扰乱供应链，并会在 2021 年限制许多电子设备类型的生产。代工厂正在提高晶圆价格，反过来，芯片公司也在提高产品价格。”\n\n一份报告指出，芯片交货时间，即从订购半导体到交货之间的时间，从 7 月的 6 周上升至 8 月的创纪录的 21 周。\n一些顶级汽车零部件供应商告诉 Moneycontrol，半导体短缺将从2022 年 1 月开始缓解。总部位于哥印拜陀的一级零件制造商 Pricol 的董事总经理 Vikram Mohan 表示，今年年初供应紧缩情况恶化。\n“从 2021 年 1 月开始，问题只会变得更糟。现在，就短缺和生产损失而言，我们可能正处于顶峰。我们认为，对于该行业来说，第二季度和第三季度将非常困难。我们相信，从1 月份，随着明年 8 月至 9 月的进一步宽松政策，压力将有所缓解，”Mohan说。\n汽车生产受到冲击\n由于半导体短缺，一些国内和全球汽车制造商不得不减产和/或暂时停产。增加汽车行业的麻烦。该行业已经因 COVID 引起的中断而受到伤害。随之而来的生产中断只会延迟该行业的复苏。\n根据印度汽车制造商协会 (SIAM) 的数据，8 月份印度汽车批发量同比下降 11%。\n由于半导体供应短缺，印度最大的汽车制造商 Maruti Suzuki 将在 9 月份减产 60%。\nMahindra 和 Mahindra M&M 表示，由于半导体短缺，它将在 9 月份减产 20-25%。该汽车制造商将在本月在其汽车工厂观察七个“无生产日”。\nSIAM 总裁 Kenichi Ayukawa 最近表示，虽然芯片短缺具有挑战性，但它确实为印度汽车行业提供了机会。\nAyukawa 还是 Maruti Suzuki India 的董事总经理兼首席执行官。\n“虽然半导体短缺似乎是一个挑战，但它也带来了机遇。当然，半导体制造需要非常大的投资。单靠印度汽车产业并不能保证这种半导体项目投资的完全可行性。因此，有需要跨部门整合，”Ayukawa 说，正如 PTI 所引述的那样。\n在即将到来的印度节日期间，半导体短缺很可能会影响销售。\n电动汽车 (EV) 制造商特斯拉在 8 月宣布，它正在开发一种“Dojo”芯片，用于在数据中心训练人工智能网络。特斯拉首席执行官埃隆马斯克表示，Dojo 芯片应该会在明年投入使用。\n其他汽车制造商最终是否也会开发和/或制造自己的芯片还有待观察。\n对电子产品生产的影响\n笔记本电脑、平板电脑、智能手机和其他电子设备的生产也受到半导体短缺的影响。\n在与分析师的财报电话会议上，苹果首席执行官蒂姆库克曾表示，“供应限制将损害 iPad 和 iPhone 的销售。库克表示，短缺的不是高性能处理器，而是“传统节点”，即执行驱动显示器或解码音频等功能的芯片，这些芯片可以使用旧设备制造。\n思科印度和南盟新任总裁 Daisy Chittilapilly 最近告诉 Moneycontrol，芯片短缺问题“非常真实”。\nChittilapilly 说：“我们是最早在今年年初开始发出警告的公司之一，称半导体问题非常真实，我们还需要一段时间才能摆脱它。”\n“我们非常透明地告诉我们的合作伙伴和客户，我们正陷入困境。因此，由于这个问题，该行业陷入了困境，”她说。\n韩国最大的企业集团三星集团在 8 月份曾表示，将在未来三年内投资 240 万亿韩元(2060 亿美元)，以扩大其在生物制药、人工智能、半导体和机器人领域的影响力。\n该公司还谈到了芯片产业在韩国经济中的重要性。\n三星电子在一份声明中表示：“芯片行业是韩国经济的安全板……从某种意义上说，我们激进的投资是一种生存策略，一旦我们失去竞争力，就几乎不可能卷土重来。”\n许多科技公司已经开始开发自己的芯片，此举不仅可以缓解当前的供应担忧，而且从长远来看可能会对该行业有所帮助。苹果正在其新款 iPad 和 Mac 中使用自己的 M1 芯片。Nikkei Asia 的一份报告表明，谷歌正在开发自己的中央处理器，从 2023 年开始，该处理器将用于其 Chromebook 笔记本电脑的 CPU。\n政府出手相救\n芯片短缺现在不仅成为企业和政府之间的话题，也成为各国领导人之间的话题。西方国家已表示需要将制造业转移到本国并变得自力更生。\n9 月 23 日，印度总理纳伦德拉·莫迪 (Narendra Modi) 会见了高通公司首席执行官克里斯蒂亚诺·阿蒙 (Cristiano Amon)，当时后者正在访问美国。阿蒙在推特上表示，他们讨论了 5G、vRAN、数字化转型以及半导体和可靠的地理多元化供应链的重要性。\n总理办公室的一份声明说，他们讨论了印度电信和电子行业的投资机会，包括与生产相关的激励计划 (PLI) 计划。PM Modi 和 Amon 还谈到了印度半导体供应链的发展。\n电子和信息技术部(MeITy)已经制定了电子元件和半导体制造促进计划(SPECS)。\n在美国，拜登政府 2 万亿美元的基础设施投资计划包括用于半导体行业的 500 亿美元。\n美国总统乔拜登 4 月份会见了 AT&T、戴尔、福特、通用汽车、Stellantis(前菲亚特克莱斯勒)、英特尔、诺斯罗普格鲁曼公司等公司的首席执行官。他强调美国政府需要推动该行业的投资以保持竞争优势。\n韩国政府宣布了一项 4510 亿美元的巨额投资，以帮助企业提高半导体产量。","news_type":1},"isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":860985330,"gmtCreate":1632121971520,"gmtModify":1632802702364,"author":{"id":"3577331412124275","authorId":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577331412124275","idStr":"3577331412124275"},"themes":[],"htmlText":"Yes keep holding the AMD","listText":"Yes keep holding the AMD","text":"Yes keep holding the AMD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/860985330","repostId":"2168570102","repostType":2,"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":887204519,"gmtCreate":1632038056231,"gmtModify":1632803176095,"author":{"id":"3577331412124275","authorId":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577331412124275","idStr":"3577331412124275"},"themes":[],"htmlText":"Tq","listText":"Tq","text":"Tq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/887204519","repostId":"2168550312","repostType":2,"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":887047114,"gmtCreate":1631950465938,"gmtModify":1632805117711,"author":{"id":"3577331412124275","authorId":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577331412124275","idStr":"3577331412124275"},"themes":[],"htmlText":"Agree","listText":"Agree","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/887047114","repostId":"2168754240","repostType":2,"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":887041791,"gmtCreate":1631949446713,"gmtModify":1632805120928,"author":{"id":"3577331412124275","authorId":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577331412124275","idStr":"3577331412124275"},"themes":[],"htmlText":"Sharing which I think is current situation","listText":"Sharing which I think is current situation","text":"Sharing which I think is current situation","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/887041791","repostId":"1171558890","repostType":4,"repost":{"id":"1171558890","pubTimestamp":1631921912,"share":"https://www.laohu8.com/m/news/1171558890?lang=&edition=full","pubTime":"2021-09-18 07:38","market":"us","language":"en","title":"US IPO Week Ahead: Software, consumer products, and payment tech lead a diverse 14 IPO week","url":"https://stock-news.laohu8.com/highlight/detail?id=1171558890","media":"renaissancecap...","summary":"Summer may be over, but the IPO market is just heating up as 14 IPOs are slated to raise $5.3 billio","content":"<p>Summer may be over, but the IPO market is just heating up as 14 IPOs are slated to raise $5.3 billion in the week ahead. The diverse group includes software, consumer products, payment technology, and more.</p>\n<p>The largest deal of the week,<b>Freshworks</b>(FRSH) plans to raise $855 million at a $9.6 billion market cap. The company’s core product is its customer support software, and it also offers IT service management software and a nascent competitor to CRM solutions. While losses are expected to increase with S&amp;M spending, Freshworks has delivered solid growth and 100%+ net dollar-based revenue retention as of 6/30/21.</p>\n<p>Canadian consumer products company&nbsp;<b>Knowlton Development</b>(KDC) plans to raise $800 million at a $3.1 billion market cap. Over the past three years, Knowlton has been responsible for co-developing 9,000+ products across a variety of categories, and its products are sold by its brand partners in 70+ countries. Despite using offering proceeds to pay down debt, Knowlton will be leveraged post-IPO.</p>\n<p>Restaurant payment processor&nbsp;<b>Toast</b>(TOST) plans to raise $685 million at a $17.9 billion market cap. Toast provides a suite of integrated payment and software solutions that are designed to streamline restaurant operations. The company grew ARR over 100% in the 1H21, though it has historically been unprofitable, and growth could slow as tailwinds from restaurants reopening abate.</p>\n<p>Global money transfer firm&nbsp;<b>Remitly Global</b>(RELY) plans to raise $487 million at a $7.5 billion market cap. Remitly provides digital financial services for immigrants and their families in over 135 countries, and it has expanded its core cross-border remittance product to over 1,700 corridors worldwide. The company has demonstrated growth and margin improvement, though it remains unprofitable.</p>\n<p>Software firm&nbsp;<b>Clearwater Analytics</b>(CWAN) plans to raise $450 million at a $3.7 billion market cap. Clearwater provides its 1,000+ clients with cloud-native software that allows them to simplify their investment accounting operations, and the company has a 100% recurring revenue model. A new investor and certain existing shareholders intend to purchase $150 million worth of shares in the IPO.</p>\n<p>Food company&nbsp;<b>Sovos Brands</b>(SOVO) plans to raise $350 million at a $1.5 billion market cap. Formed by Advent International, Sovos Brands offers a select group of acquired premium food brands. According to the company, its largest brand of products, Rao's, included the #1 selling SKU in the pasta and pizza sauce category. Profitable with solid growth, Sovos will be leveraged post-IPO.</p>\n<p>Customer engagement software provider&nbsp;<b>EngageSmart</b>(ESMT) plans to raise $349 million at a $4.1 billion market cap. The company provides software that simplifies online workflows like paperless billing, electronic payment processing, scheduling, and client communication. While growth may slow post-pandemic, EngageSmart has a sticky customer based and a long track record of profitability.</p>\n<p>Hiring solutions provider&nbsp;<b>Sterling Check</b>(STER) plans to raise $300 million at a $2.1 billion market cap. Sterling is one of the leading US providers of background checks for corporate and government customers. The company serves more than 50% of the Fortune 100, often with exclusive contracts, though it operates in a highly competitive market.</p>\n<p>Jewelry retailer&nbsp;<b>Brilliant Earth Group</b>(BRLT) plans to raise $250 million at a $1.4 billion. Brilliant Earth is a digital-first jewelry company and a global leader in ethically sourced fine jewelry. The company has sold to consumers in all US states and over 50 countries, and has served over 370,000 customers through its e-commerce platform and 13 showrooms.</p>\n<p>Online fashion platform&nbsp;<b>a.k.a. Brands</b>(AKA) plans to raise $250 million at a $2.3 billion market cap. a.k.a. acquires digitally-focused fashion brands oriented toward millennial and Gen Z consumers, starting with its acquisition of Princess Polly in 2018. The company has successfully expanded Princess Polly and has a long runway to grow its brands in the US, but its M&amp;A strategy carries execution risk.</p>\n<p>COVID-19 test maker&nbsp;<b>Cue Health</b>(HLTH) plans to raise $200 million at a $2.4 billion market cap. Cue’s first commercially available diagnostic test for use with its Cue Health Monitoring System is its COVID-19 Test Kit, which has been authorized by two EUAs. Cue has five additional Test Kits in late-stage technical development, for which it expects to begin seeking FDA authorization or clearance in the 2H22.</p>\n<p>London-listed crypto mining company&nbsp;<b>Argo Blockchain</b>(ARBK) plans to raise $138 million at an $855 million market cap. Argo states that it is a leading blockchain technology company focused on large-scale mining of Bitcoin and other cryptocurrencies. Argo has a fleet of more than 21,000 purpose-built computers (mining machines) and can generate more than 1,075 petahash per second.</p>\n<p>Personalized supplements seller&nbsp;<b>Thorne Healthtech</b>(THRN) plans to raise $126 million at an $892 million market cap. The company’s vertically integrated brands, Thorne and Onegevity, provide actionable insights and personalized data, products, and services. Profitable with strong growth, Thorne has a base of more than 3 million customers.</p>\n<p>Canadian bank&nbsp;<b>VersaBank</b>(VBNK) plans to raise $50 million at a $269 million market cap. VersaBank is a Canadian Schedule I chartered bank and states that it is one of the world's first fully digital financial institutions. As of July 31, 2021, VersaBank had $1.8 billion in assets, $1.6 billion in loans, $1.5 billion in deposits, and $202 million in stockholders' equity.</p>","source":"lsy1619493174116","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>US IPO Week Ahead: Software, consumer products, and payment tech lead a diverse 14 IPO 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\">\nUS IPO Week Ahead: Software, consumer products, and payment tech lead a diverse 14 IPO week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-18 07:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.renaissancecapital.com/IPO-Center/News/86272/US-IPO-Week-Ahead-Software-consumer-products-and-payment-tech-lead-a-divers><strong>renaissancecap...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summer may be over, but the IPO market is just heating up as 14 IPOs are slated to raise $5.3 billion in the week ahead. The diverse group includes software, consumer products, payment technology, and...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/86272/US-IPO-Week-Ahead-Software-consumer-products-and-payment-tech-lead-a-divers\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AKA":"a.k.a. Brands Holding Corp.","TOST":"Toast, Inc.","HLTH":"Cue Health Inc.","RELY":"Remitly Global, Inc.","SOVO":"Sovos Brands, Inc.","FRSH":"Freshworks","CWAN":"Clearwater Analytics Holdings, Inc.","BRLT":"Brilliant Earth Group, Inc.","STER":"Sterling Check Corp.","THRN":"Thorne Healthtech","ESMT":"EngageSmart Inc.","ARBK":"Argo Blockchain Plc"},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/86272/US-IPO-Week-Ahead-Software-consumer-products-and-payment-tech-lead-a-divers","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171558890","content_text":"Summer may be over, but the IPO market is just heating up as 14 IPOs are slated to raise $5.3 billion in the week ahead. The diverse group includes software, consumer products, payment technology, and more.\nThe largest deal of the week,Freshworks(FRSH) plans to raise $855 million at a $9.6 billion market cap. The company’s core product is its customer support software, and it also offers IT service management software and a nascent competitor to CRM solutions. While losses are expected to increase with S&M spending, Freshworks has delivered solid growth and 100%+ net dollar-based revenue retention as of 6/30/21.\nCanadian consumer products company Knowlton Development(KDC) plans to raise $800 million at a $3.1 billion market cap. Over the past three years, Knowlton has been responsible for co-developing 9,000+ products across a variety of categories, and its products are sold by its brand partners in 70+ countries. Despite using offering proceeds to pay down debt, Knowlton will be leveraged post-IPO.\nRestaurant payment processor Toast(TOST) plans to raise $685 million at a $17.9 billion market cap. Toast provides a suite of integrated payment and software solutions that are designed to streamline restaurant operations. The company grew ARR over 100% in the 1H21, though it has historically been unprofitable, and growth could slow as tailwinds from restaurants reopening abate.\nGlobal money transfer firm Remitly Global(RELY) plans to raise $487 million at a $7.5 billion market cap. Remitly provides digital financial services for immigrants and their families in over 135 countries, and it has expanded its core cross-border remittance product to over 1,700 corridors worldwide. The company has demonstrated growth and margin improvement, though it remains unprofitable.\nSoftware firm Clearwater Analytics(CWAN) plans to raise $450 million at a $3.7 billion market cap. Clearwater provides its 1,000+ clients with cloud-native software that allows them to simplify their investment accounting operations, and the company has a 100% recurring revenue model. A new investor and certain existing shareholders intend to purchase $150 million worth of shares in the IPO.\nFood company Sovos Brands(SOVO) plans to raise $350 million at a $1.5 billion market cap. Formed by Advent International, Sovos Brands offers a select group of acquired premium food brands. According to the company, its largest brand of products, Rao's, included the #1 selling SKU in the pasta and pizza sauce category. Profitable with solid growth, Sovos will be leveraged post-IPO.\nCustomer engagement software provider EngageSmart(ESMT) plans to raise $349 million at a $4.1 billion market cap. The company provides software that simplifies online workflows like paperless billing, electronic payment processing, scheduling, and client communication. While growth may slow post-pandemic, EngageSmart has a sticky customer based and a long track record of profitability.\nHiring solutions provider Sterling Check(STER) plans to raise $300 million at a $2.1 billion market cap. Sterling is one of the leading US providers of background checks for corporate and government customers. The company serves more than 50% of the Fortune 100, often with exclusive contracts, though it operates in a highly competitive market.\nJewelry retailer Brilliant Earth Group(BRLT) plans to raise $250 million at a $1.4 billion. Brilliant Earth is a digital-first jewelry company and a global leader in ethically sourced fine jewelry. The company has sold to consumers in all US states and over 50 countries, and has served over 370,000 customers through its e-commerce platform and 13 showrooms.\nOnline fashion platform a.k.a. Brands(AKA) plans to raise $250 million at a $2.3 billion market cap. a.k.a. acquires digitally-focused fashion brands oriented toward millennial and Gen Z consumers, starting with its acquisition of Princess Polly in 2018. The company has successfully expanded Princess Polly and has a long runway to grow its brands in the US, but its M&A strategy carries execution risk.\nCOVID-19 test maker Cue Health(HLTH) plans to raise $200 million at a $2.4 billion market cap. Cue’s first commercially available diagnostic test for use with its Cue Health Monitoring System is its COVID-19 Test Kit, which has been authorized by two EUAs. Cue has five additional Test Kits in late-stage technical development, for which it expects to begin seeking FDA authorization or clearance in the 2H22.\nLondon-listed crypto mining company Argo Blockchain(ARBK) plans to raise $138 million at an $855 million market cap. Argo states that it is a leading blockchain technology company focused on large-scale mining of Bitcoin and other cryptocurrencies. Argo has a fleet of more than 21,000 purpose-built computers (mining machines) and can generate more than 1,075 petahash per second.\nPersonalized supplements seller Thorne Healthtech(THRN) plans to raise $126 million at an $892 million market cap. The company’s vertically integrated brands, Thorne and Onegevity, provide actionable insights and personalized data, products, and services. Profitable with strong growth, Thorne has a base of more than 3 million customers.\nCanadian bank VersaBank(VBNK) plans to raise $50 million at a $269 million market cap. VersaBank is a Canadian Schedule I chartered bank and states that it is one of the world's first fully digital financial institutions. As of July 31, 2021, VersaBank had $1.8 billion in assets, $1.6 billion in loans, $1.5 billion in deposits, and $202 million in stockholders' equity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":885146695,"gmtCreate":1631770034817,"gmtModify":1631889549919,"author":{"id":"3577331412124275","authorId":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577331412124275","idStr":"3577331412124275"},"themes":[],"htmlText":"Not a good sign","listText":"Not a good sign","text":"Not a good sign","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/885146695","repostId":"2167515918","repostType":2,"isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":886672547,"gmtCreate":1631590128089,"gmtModify":1631889549921,"author":{"id":"3577331412124275","authorId":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577331412124275","idStr":"3577331412124275"},"themes":[],"htmlText":"I'm expecting&nbsp;","listText":"I'm expecting&nbsp;","text":"I'm expecting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/886672547","repostId":"2167536095","repostType":2,"repost":{"id":"2167536095","pubTimestamp":1631589556,"share":"https://www.laohu8.com/m/news/2167536095?lang=&edition=full","pubTime":"2021-09-14 11:19","market":"us","language":"zh","title":"无人期待苹果新手机","url":"https://stock-news.laohu8.com/highlight/detail?id=2167536095","media":"道总有理","summary":"明天苹果秋季发布会就要召开了。\n如果是在数年之前，此时此刻，社交平台上隐藏着的科技迷们应该已经开始激动地搓手跺脚了。从去年iPhone 12发布被人无比嫌弃之后，果粉圈里有关“十三香”的段子就从来没有","content":"<p><img src=\"https://static.tigerbbs.com/63699741fcb66cba960dc652be1322c8\" tg-width=\"800\" tg-height=\"450\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>明天<a href=\"https://laohu8.com/S/AAPL\">苹果</a>秋季发布会就要召开了。</p>\n<p>如果是在数年之前，此时此刻，社交平台上隐藏着的科技迷们应该已经开始激动地搓手跺脚了。从去年iPhone 12发布被人无比嫌弃之后，果粉圈里有关“十三香”的段子就从来没有消停过。</p>\n<p>就像是开一个等了很久的盲盒，伴随着网络上各种各样的猜想与曝光，终于距离真正狂欢没剩几天了。不管消费者什么态度，反正苹果是准备一雪前耻了。据悉，因为苹果对“十三阿哥”寄予厚望，就连国内众多电子制造大厂也跟着兴奋起来。</p>\n<p>有媒体报道，从6月中旬开始，富士康每天新入职的员工超过一万人，流水线工人的基本工资一度从6000涨至12000元；鸿海与蓝思也在今年几次提高员工奖金，流水线工人的工资也高达10000元。</p>\n<p>兴奋似乎是应该的，纵观整个科技圈，果粉的疯狂有目共睹。曾经iPhone 4S、iPhone 5、iPhone 6等几代机型推出之际，大量用户都在苹果线下的Apple Store里疯狂排队的景象还历历在目，北京的三里屯、上海的南<a href=\"https://laohu8.com/S/JD\">京东</a>路无一辛免。</p>\n<p>可是现在，苹果的盛况已成过往。眼看发布时间近在咫尺，社交网络上却是一场吐槽大会，诸如“没什么新鲜的东西了”、“苹果现在就处理器值得购买，其它还不如现在的安卓机。”、“年年猜刘海年年猜不对”此类的评论随处可见。</p>\n<p>十三到底香不香尚未不得而知，但消费者明显冷静得让苹果“瑟瑟发抖”。</p>\n<h2>一面无人期待一面恩宠不减</h2>\n<p>“What happened to you？”估计这是果粉最想对苹果说的一句话。到底还有没有人期待苹果手机，这是一个谁也没有资格妄加揣测的问题，但是从现实情况来讲，这几年苹果的确有些卖不动了。</p>\n<p>早在2016年，苹果就发布了十三年以来最难看的一份财报，尤其是库克苦心孤诣周旋的大中华区，当年苹果在大中华区第二财季营业收入为124.8亿美元，同比下滑26%，环比下滑32%；总营收为505.57亿美元，比去年同期下滑13%。随后几年，再无巅峰。</p>\n<p>最可叹英雄迟暮，这个劲爆的消息一度让苹果霸占了各大科技新闻的头条，因为彼时苹果手机的销量就略显惫态，财报数据显示，2016年苹果第二财季，共售出5119万部iPhone，比年同期的6117万部下滑32%；iPhone的营收为328.57亿美元，比去年同期的40.282亿美元下滑18%。</p>\n<p>这不是偶然现象，至少接下来的几年里，苹果的表现也没有很争气。2018年第三季度，苹果在中国的智能手机市场的份额从2017年10%下降到9%，整体出货量更是下降了17%。2019年前4个月里，iPhone在中国市场的销量同比平均大幅下滑了66％。</p>\n<p>然而，值得一提的是，不止中国市场，这几年苹果就像是中了一个魔咒，曾经的神话正在全球范围内褪色。根据Canalys发布的最新市场调研数据显示：2019年第一季度iPhone在北美市场的销量为1460万台，相较去年同期的1790万台跌幅高达19%。</p>\n<p>过了这么多年，苹果新机几乎从未缺席，但能打的却依旧是以前的老款，多少次，苹果想要凭借新机挽回一些巨头的尊严，现实都比想象中更加残酷。以2018年被苹果视为“救命稻草”的iPhone XR为例。</p>\n<p>苹果有多重视iPhone XR？在iPhone XR上市的时候以旧换新的活动相比去年同期增长了将近50%，旧手机最多可以抵2000多元。可就在价格力度这么大的前提下，iPhone XR还是很惨淡，整个11月份在国内的销量不到60万台，远远低于去年的iPhone 8系列，甚至影响掉了苹果的股价。</p>\n<p>新手机卖不动，但老款的人气持续居高不下。根据闲鱼平台发布的数据显示，保值率最高的10款手机中，前三名都是iPhone，其中，2017年发布的iPhoneX保值率73%；iPhone 8 Plus是61%；iPhone 8 62%。</p>\n<p><img src=\"https://static.tigerbbs.com/5596a17e651f5d64a550c8c6f45ce424\" tg-width=\"865\" tg-height=\"477\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>尤其是iPhone 8，即便是已经过了好几年，iPhone 8的热度丝毫不输任何一款新机。此前苏宁宣布iPhone降价，单天iPhone8 系列销售增长460%。在过半人口用着 iPhone 的美国，41% 还是 iPhone 6s 或者更老的机型。事实上，苹果的新机比不过经典老款是有目共睹的。</p>\n<p>一个很明显的现象是，苹果手机用户的换机频率远低于安卓手机。另一方面，回忆自乔布斯逝世后的历年iPhone发布会，不难发现一个魔咒似的舆论规律：发布会后的产品总会被许多人吐槽苹果没有了创新。</p>\n<p>诸如万年不变的5V1A；经年不变的小容量电池；逐渐“落后”的手机拍照；与乔布斯美学相悖的手机设计都引起了大量忠实果粉的不满。即将发布的iPhone13也被诟病为“科技以换壳为主”，“用颜色来区分上一代”。</p>\n<p>但苹果真的失去创新能力了吗？其实也不尽然。根据苹果公司此前公开的招聘数据来看，7000多个公开招聘表中，硬件工程招聘岗位占比 34%，软件工程招聘岗位占比 28%，两者的招聘占比超过整体岗位数量的6成。</p>\n<p>只是不管怎么说，外部激流变化的科技环境已经将消费者养得越来越挑剔，越来越刁钻，苹果头顶的科技光环正在慢慢变淡。</p>\n<h2>果粉的情怀不值钱了？</h2>\n<p>在以往的科技圈，任何一个质疑苹果的问题在果粉的眼里就是无理取闹的存在，MobData研究院发布的2018年第三季度数据报告看，果粉忠诚度高居首位。他们打心眼里崇拜乔布斯，这也不是没有理由，谁都无法否然苹果在科技领域的地位。</p>\n<p>但如今，曾经矢志不渝的果粉似乎有些动摇了。从2018年苹果发布iPhone XS时，尴尬的刘海屏就成了一众果粉脱粉的最佳理由。有数据显示，早在2018年，就不断有苹果的拥趸者“流失”，尤其是国产手机大幅度崛起。</p>\n<p>调查统计，有5.2%的男性苹果爱好者与10.4%的女性苹果爱好者由苹果转向了华为，而也有4.8%的男性苹果爱好者与8%的女性苹果爱好者被OPPO吸引。果粉的忠诚度在日渐下降。据QuestMobile数据，截至2019年6份，在中国市场，华米OV的市场份额已经扩大到了65.7%。</p>\n<p>具体来看会更加直观，2019年，由iOS换至iOS的用户占比为54%，2018年同期是6.8%。反观安卓，iOS换至安卓的用户占比为46%，2018年同期是43.2%，其中有27.8%的iOS用户转向了华为。</p>\n<p>另一方面，安卓换至iOS的用户占比为18.9%，2018年同期是21.2%；安卓换至安卓的用户占比为81.1%，去年同期为78.8%，此消彼长的背后，苹果尴尬的处境一览无余。有意思的是，虽说很多忠实果粉渐渐对苹果变得失望，但也不乏对苹果开始感兴趣的“新果粉”。</p>\n<p>比如消费话语权不可小觑的Z时代年轻人。2019年的iPhone11可以说是被吐槽的最严重的一款新机，除了不支持5G之外，老果粉简直把11骂了一个狗血淋头。可骂归骂，魔幻的是，iPhone11系列在京东的预售期间，预售总量相比去年增长了惊人的480%。</p>\n<p>销量与评价的极大反差一度令人费解，然而细究下来，这其中是果粉群体在悄然发生变化。据悉，iPhone11成交用户里超过9成都是年轻人，30-39岁用户占比为32.44%，而16-19岁用户占比高达59.17%。</p>\n<p>《中国00后互联网学习行为报告》，报告显示，对比苹果与安卓手机的出货量后发现，我国00后苹果手机占有普及率是成人的2倍。</p>\n<p>00后俨然成了新一代苹果的追捧者，<a href=\"https://laohu8.com/S/BIDU\">百度</a>搜索数据显示，近年来00后对iPhone手机的关注度已经超过了90后。尽管在老一代果粉的心里，苹果对新机的创新微不足道，但花里胡哨的颜色创新倒是深受00后喜爱。百度发布的一份关于00后智能手机及APP使用习惯研究报告显示，00后选购智能机时最为关注的因素是外观。</p>\n<p>今年的iPhone13继续将“颜色游戏”进行到底，赤橙黄绿青蓝紫……年轻人对颜色价值的要求堪比<a href=\"https://laohu8.com/S/605199\">葫芦娃</a>。可惜这届果粉的热情未必会让苹果高枕无忧，我们一贯的意识里会觉得苹果用户是高消费人群，但2018年MobData发布一项调查结果，相比华为与小米等国产手机，苹果用户的经济情况反而没有想象中那么好。</p>\n<p><img src=\"https://static.tigerbbs.com/4c309861b3bb7289ae95d69e8c423dc8\" tg-width=\"1280\" tg-height=\"640\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>特别是没有什么固定收入来源的00后，他们基本还未完全走出校园，还有调查显示，爱好苹果的Z时代其实有47%是分期付款购买的苹果手机。罗振宇就曾在2018年跨年演讲中提到过，现在00后的人均存款是2570元，人均零花钱为500元/月。换句话说，00后的消费能力实际上没有外界宣扬得那么高。</p>\n<p>老一代果粉开始嫌弃苹果了，但新生代的果粉却还没有成为苹果真正的目标客户群。</p>\n<p>另一方面，这届果粉似乎不像上一届前辈那样无限崇拜乔布斯，崇拜苹果文化，是个不折不扣的科技发烧友。00后喜欢苹果手机无非就是冲着品牌带来的消费优越感，有的甚至不知道苹果是哪个国家的品牌。</p>\n<p>00后不懂乔布斯，果粉的情怀延续到如今，肉眼可见的越来越“廉价”。但随着年轻人制霸消费市场，无论他们消费观怎么样，能掏钱的就是上 帝。时至今日，几乎没有不屈服于年轻人的品牌，苹果也不例外。</p>\n<p>Z时代不研究科技，苹果就把自己玩成了“奇迹果果”，各种色号都来一套。00后还没赚钱，京东、苏宁、天猫等各大电商平台就在苹果官方的通知和授权下，纷纷开启了手机降价大潮。果粉变了，苹果也卑微了。</p>\n<h2>苹果失去竞争力了吗？</h2>\n<p>库克是典型的“中国迷”，自从上任以来，库克几乎每年都会来一趟中国之旅。三年前，库克站在黄浦江对岸，拍了一张上海外滩的夜景，并上传到了自己的社交账号，配文是用中文拼音打出了一句“海纳百川”，这一年，库克总共来了中国三趟。</p>\n<p>可惜“海纳百川”在商业世界里就是一个童话，华为、小米、OPPO、VIVO每一家都不给自家市场海纳百川的机会。根据市场调研机构IDC发布的最新手机季度跟踪报告显示，中国智能机整体市场出货量在近几年都出现不同程度的下滑，其中国产供应商华为与OV三家都实现了增长，苹果的出货量却在不断下滑。</p>\n<p>《2018-2019年中国新势能人群App接触行为报告》显示，华为和苹果在受调查人群中的占比为4成，其中华为占据22%，苹果为20%，其次是OV、小米及荣耀。国产手机的强势无疑给海外品牌造成了不可估量的压力。</p>\n<p>不止苹果，据信通院的数据显示，2019年7月份，中国市场销售手机2867.6万部，国产手机品牌销售了2588.7万部、占有市场的份额为90.3%，这意味着苹果和<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>合计占有的市场份额只有9.7%。</p>\n<p>2018年四个季度，苹果的出货量同比下降了20%，国内市场前五大手机厂商，苹果排名倒数第一。抛开国货滤镜不谈，消费者对苹果的态度是一年比一年消极，押不中的刘海屏、被其他品牌不停追赶的拍照摄像技术、没有赶上的5G……每一项都能成为压死果粉的最后一根“稻草”。</p>\n<p>在京东电商平台，苹果iPhone 11的好评度仅94%，主要问题集中在信号差，发烫严重等，而国产手机的好评度，通常在98%左右。值得一提的是，走出中国以外的市场，全球出货量排名第三到第五的手机供应商均为中国企业。</p>\n<p>华为一度以6050万的出货量直逼苹果，同比上涨43.9%，市场占比达16.1%，从市场份额角度来看，华为位居第二；OPPO和小米分列第四第五；小米横扫印度市场。这对苹果而言无疑都是致命的，毕竟手机市场是苹果的命根子，过去四年，苹果有超过 60% 收入来自 iPhone、超过 65% 的毛利来自 iPhone、超过 80% 数字服务收入来自 iPhone。</p>\n<p><img src=\"https://static.tigerbbs.com/a3d5f3ef1779fe74ee7ae78cd50bce62\" tg-width=\"690\" tg-height=\"319\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>一旦真的从手机市场的神坛上走下来，苹果注定要“吐血”，但冷静下来看，苹果真的失去竞争力了？答案未必那么肯定。至少在硬件时代还没有过去之前，苹果该有的地位依旧难以撼动。另外，尽管在公开的销量数据上，苹果的确有所趋弱。</p>\n<p>可最关键的销售额或利润方面，苹果的表现还是亮眼的。2020年iPhone一季度的销售额为289.62亿美元，Counterpoint公布过2019年第三季度的数据，苹果的利润高达80亿美元，占行业66%，几乎是国产手机四大品牌的总和，就连销量长期第一的三星也只有20亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/4debebb00cdc2e17d23a0bcc2ac3769a\" tg-width=\"500\" tg-height=\"270\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>总而言之，属于国产手机的时代确实已经来了，但属于苹果的时代还没有过去。只是，曾经狂热的果粉熬夜派对的盛况，已经越来越少了。</p>","source":"36kr_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>无人期待苹果新手机</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无人期待苹果新手机\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-14 11:19 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/1397711516681347><strong>道总有理</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>明天苹果秋季发布会就要召开了。\n如果是在数年之前，此时此刻，社交平台上隐藏着的科技迷们应该已经开始激动地搓手跺脚了。从去年iPhone 12发布被人无比嫌弃之后，果粉圈里有关“十三香”的段子就从来没有消停过。\n就像是开一个等了很久的盲盒，伴随着网络上各种各样的猜想与曝光，终于距离真正狂欢没剩几天了。不管消费者什么态度，反正苹果是准备一雪前耻了。据悉，因为苹果对“十三阿哥”寄予厚望，就连国内众多电子...</p>\n\n<a href=\"https://36kr.com/p/1397711516681347\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4c309861b3bb7289ae95d69e8c423dc8","relate_stocks":{"AAPL":"苹果"},"source_url":"https://36kr.com/p/1397711516681347","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2167536095","content_text":"明天苹果秋季发布会就要召开了。\n如果是在数年之前，此时此刻，社交平台上隐藏着的科技迷们应该已经开始激动地搓手跺脚了。从去年iPhone 12发布被人无比嫌弃之后，果粉圈里有关“十三香”的段子就从来没有消停过。\n就像是开一个等了很久的盲盒，伴随着网络上各种各样的猜想与曝光，终于距离真正狂欢没剩几天了。不管消费者什么态度，反正苹果是准备一雪前耻了。据悉，因为苹果对“十三阿哥”寄予厚望，就连国内众多电子制造大厂也跟着兴奋起来。\n有媒体报道，从6月中旬开始，富士康每天新入职的员工超过一万人，流水线工人的基本工资一度从6000涨至12000元；鸿海与蓝思也在今年几次提高员工奖金，流水线工人的工资也高达10000元。\n兴奋似乎是应该的，纵观整个科技圈，果粉的疯狂有目共睹。曾经iPhone 4S、iPhone 5、iPhone 6等几代机型推出之际，大量用户都在苹果线下的Apple Store里疯狂排队的景象还历历在目，北京的三里屯、上海的南京东路无一辛免。\n可是现在，苹果的盛况已成过往。眼看发布时间近在咫尺，社交网络上却是一场吐槽大会，诸如“没什么新鲜的东西了”、“苹果现在就处理器值得购买，其它还不如现在的安卓机。”、“年年猜刘海年年猜不对”此类的评论随处可见。\n十三到底香不香尚未不得而知，但消费者明显冷静得让苹果“瑟瑟发抖”。\n一面无人期待一面恩宠不减\n“What happened to you？”估计这是果粉最想对苹果说的一句话。到底还有没有人期待苹果手机，这是一个谁也没有资格妄加揣测的问题，但是从现实情况来讲，这几年苹果的确有些卖不动了。\n早在2016年，苹果就发布了十三年以来最难看的一份财报，尤其是库克苦心孤诣周旋的大中华区，当年苹果在大中华区第二财季营业收入为124.8亿美元，同比下滑26%，环比下滑32%；总营收为505.57亿美元，比去年同期下滑13%。随后几年，再无巅峰。\n最可叹英雄迟暮，这个劲爆的消息一度让苹果霸占了各大科技新闻的头条，因为彼时苹果手机的销量就略显惫态，财报数据显示，2016年苹果第二财季，共售出5119万部iPhone，比年同期的6117万部下滑32%；iPhone的营收为328.57亿美元，比去年同期的40.282亿美元下滑18%。\n这不是偶然现象，至少接下来的几年里，苹果的表现也没有很争气。2018年第三季度，苹果在中国的智能手机市场的份额从2017年10%下降到9%，整体出货量更是下降了17%。2019年前4个月里，iPhone在中国市场的销量同比平均大幅下滑了66％。\n然而，值得一提的是，不止中国市场，这几年苹果就像是中了一个魔咒，曾经的神话正在全球范围内褪色。根据Canalys发布的最新市场调研数据显示：2019年第一季度iPhone在北美市场的销量为1460万台，相较去年同期的1790万台跌幅高达19%。\n过了这么多年，苹果新机几乎从未缺席，但能打的却依旧是以前的老款，多少次，苹果想要凭借新机挽回一些巨头的尊严，现实都比想象中更加残酷。以2018年被苹果视为“救命稻草”的iPhone XR为例。\n苹果有多重视iPhone XR？在iPhone XR上市的时候以旧换新的活动相比去年同期增长了将近50%，旧手机最多可以抵2000多元。可就在价格力度这么大的前提下，iPhone XR还是很惨淡，整个11月份在国内的销量不到60万台，远远低于去年的iPhone 8系列，甚至影响掉了苹果的股价。\n新手机卖不动，但老款的人气持续居高不下。根据闲鱼平台发布的数据显示，保值率最高的10款手机中，前三名都是iPhone，其中，2017年发布的iPhoneX保值率73%；iPhone 8 Plus是61%；iPhone 8 62%。\n\n尤其是iPhone 8，即便是已经过了好几年，iPhone 8的热度丝毫不输任何一款新机。此前苏宁宣布iPhone降价，单天iPhone8 系列销售增长460%。在过半人口用着 iPhone 的美国，41% 还是 iPhone 6s 或者更老的机型。事实上，苹果的新机比不过经典老款是有目共睹的。\n一个很明显的现象是，苹果手机用户的换机频率远低于安卓手机。另一方面，回忆自乔布斯逝世后的历年iPhone发布会，不难发现一个魔咒似的舆论规律：发布会后的产品总会被许多人吐槽苹果没有了创新。\n诸如万年不变的5V1A；经年不变的小容量电池；逐渐“落后”的手机拍照；与乔布斯美学相悖的手机设计都引起了大量忠实果粉的不满。即将发布的iPhone13也被诟病为“科技以换壳为主”，“用颜色来区分上一代”。\n但苹果真的失去创新能力了吗？其实也不尽然。根据苹果公司此前公开的招聘数据来看，7000多个公开招聘表中，硬件工程招聘岗位占比 34%，软件工程招聘岗位占比 28%，两者的招聘占比超过整体岗位数量的6成。\n只是不管怎么说，外部激流变化的科技环境已经将消费者养得越来越挑剔，越来越刁钻，苹果头顶的科技光环正在慢慢变淡。\n果粉的情怀不值钱了？\n在以往的科技圈，任何一个质疑苹果的问题在果粉的眼里就是无理取闹的存在，MobData研究院发布的2018年第三季度数据报告看，果粉忠诚度高居首位。他们打心眼里崇拜乔布斯，这也不是没有理由，谁都无法否然苹果在科技领域的地位。\n但如今，曾经矢志不渝的果粉似乎有些动摇了。从2018年苹果发布iPhone XS时，尴尬的刘海屏就成了一众果粉脱粉的最佳理由。有数据显示，早在2018年，就不断有苹果的拥趸者“流失”，尤其是国产手机大幅度崛起。\n调查统计，有5.2%的男性苹果爱好者与10.4%的女性苹果爱好者由苹果转向了华为，而也有4.8%的男性苹果爱好者与8%的女性苹果爱好者被OPPO吸引。果粉的忠诚度在日渐下降。据QuestMobile数据，截至2019年6份，在中国市场，华米OV的市场份额已经扩大到了65.7%。\n具体来看会更加直观，2019年，由iOS换至iOS的用户占比为54%，2018年同期是6.8%。反观安卓，iOS换至安卓的用户占比为46%，2018年同期是43.2%，其中有27.8%的iOS用户转向了华为。\n另一方面，安卓换至iOS的用户占比为18.9%，2018年同期是21.2%；安卓换至安卓的用户占比为81.1%，去年同期为78.8%，此消彼长的背后，苹果尴尬的处境一览无余。有意思的是，虽说很多忠实果粉渐渐对苹果变得失望，但也不乏对苹果开始感兴趣的“新果粉”。\n比如消费话语权不可小觑的Z时代年轻人。2019年的iPhone11可以说是被吐槽的最严重的一款新机，除了不支持5G之外，老果粉简直把11骂了一个狗血淋头。可骂归骂，魔幻的是，iPhone11系列在京东的预售期间，预售总量相比去年增长了惊人的480%。\n销量与评价的极大反差一度令人费解，然而细究下来，这其中是果粉群体在悄然发生变化。据悉，iPhone11成交用户里超过9成都是年轻人，30-39岁用户占比为32.44%，而16-19岁用户占比高达59.17%。\n《中国00后互联网学习行为报告》，报告显示，对比苹果与安卓手机的出货量后发现，我国00后苹果手机占有普及率是成人的2倍。\n00后俨然成了新一代苹果的追捧者，百度搜索数据显示，近年来00后对iPhone手机的关注度已经超过了90后。尽管在老一代果粉的心里，苹果对新机的创新微不足道，但花里胡哨的颜色创新倒是深受00后喜爱。百度发布的一份关于00后智能手机及APP使用习惯研究报告显示，00后选购智能机时最为关注的因素是外观。\n今年的iPhone13继续将“颜色游戏”进行到底，赤橙黄绿青蓝紫……年轻人对颜色价值的要求堪比葫芦娃。可惜这届果粉的热情未必会让苹果高枕无忧，我们一贯的意识里会觉得苹果用户是高消费人群，但2018年MobData发布一项调查结果，相比华为与小米等国产手机，苹果用户的经济情况反而没有想象中那么好。\n\n特别是没有什么固定收入来源的00后，他们基本还未完全走出校园，还有调查显示，爱好苹果的Z时代其实有47%是分期付款购买的苹果手机。罗振宇就曾在2018年跨年演讲中提到过，现在00后的人均存款是2570元，人均零花钱为500元/月。换句话说，00后的消费能力实际上没有外界宣扬得那么高。\n老一代果粉开始嫌弃苹果了，但新生代的果粉却还没有成为苹果真正的目标客户群。\n另一方面，这届果粉似乎不像上一届前辈那样无限崇拜乔布斯，崇拜苹果文化，是个不折不扣的科技发烧友。00后喜欢苹果手机无非就是冲着品牌带来的消费优越感，有的甚至不知道苹果是哪个国家的品牌。\n00后不懂乔布斯，果粉的情怀延续到如今，肉眼可见的越来越“廉价”。但随着年轻人制霸消费市场，无论他们消费观怎么样，能掏钱的就是上 帝。时至今日，几乎没有不屈服于年轻人的品牌，苹果也不例外。\nZ时代不研究科技，苹果就把自己玩成了“奇迹果果”，各种色号都来一套。00后还没赚钱，京东、苏宁、天猫等各大电商平台就在苹果官方的通知和授权下，纷纷开启了手机降价大潮。果粉变了，苹果也卑微了。\n苹果失去竞争力了吗？\n库克是典型的“中国迷”，自从上任以来，库克几乎每年都会来一趟中国之旅。三年前，库克站在黄浦江对岸，拍了一张上海外滩的夜景，并上传到了自己的社交账号，配文是用中文拼音打出了一句“海纳百川”，这一年，库克总共来了中国三趟。\n可惜“海纳百川”在商业世界里就是一个童话，华为、小米、OPPO、VIVO每一家都不给自家市场海纳百川的机会。根据市场调研机构IDC发布的最新手机季度跟踪报告显示，中国智能机整体市场出货量在近几年都出现不同程度的下滑，其中国产供应商华为与OV三家都实现了增长，苹果的出货量却在不断下滑。\n《2018-2019年中国新势能人群App接触行为报告》显示，华为和苹果在受调查人群中的占比为4成，其中华为占据22%，苹果为20%，其次是OV、小米及荣耀。国产手机的强势无疑给海外品牌造成了不可估量的压力。\n不止苹果，据信通院的数据显示，2019年7月份，中国市场销售手机2867.6万部，国产手机品牌销售了2588.7万部、占有市场的份额为90.3%，这意味着苹果和三星合计占有的市场份额只有9.7%。\n2018年四个季度，苹果的出货量同比下降了20%，国内市场前五大手机厂商，苹果排名倒数第一。抛开国货滤镜不谈，消费者对苹果的态度是一年比一年消极，押不中的刘海屏、被其他品牌不停追赶的拍照摄像技术、没有赶上的5G……每一项都能成为压死果粉的最后一根“稻草”。\n在京东电商平台，苹果iPhone 11的好评度仅94%，主要问题集中在信号差，发烫严重等，而国产手机的好评度，通常在98%左右。值得一提的是，走出中国以外的市场，全球出货量排名第三到第五的手机供应商均为中国企业。\n华为一度以6050万的出货量直逼苹果，同比上涨43.9%，市场占比达16.1%，从市场份额角度来看，华为位居第二；OPPO和小米分列第四第五；小米横扫印度市场。这对苹果而言无疑都是致命的，毕竟手机市场是苹果的命根子，过去四年，苹果有超过 60% 收入来自 iPhone、超过 65% 的毛利来自 iPhone、超过 80% 数字服务收入来自 iPhone。\n\n一旦真的从手机市场的神坛上走下来，苹果注定要“吐血”，但冷静下来看，苹果真的失去竞争力了？答案未必那么肯定。至少在硬件时代还没有过去之前，苹果该有的地位依旧难以撼动。另外，尽管在公开的销量数据上，苹果的确有所趋弱。\n可最关键的销售额或利润方面，苹果的表现还是亮眼的。2020年iPhone一季度的销售额为289.62亿美元，Counterpoint公布过2019年第三季度的数据，苹果的利润高达80亿美元，占行业66%，几乎是国产手机四大品牌的总和，就连销量长期第一的三星也只有20亿美元。\n\n总而言之，属于国产手机的时代确实已经来了，但属于苹果的时代还没有过去。只是，曾经狂热的果粉熬夜派对的盛况，已经越来越少了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":817948301,"gmtCreate":1630901150303,"gmtModify":1631883826829,"author":{"id":"3577331412124275","authorId":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577331412124275","idStr":"3577331412124275"},"themes":[],"htmlText":"Takung Art Co Ltd (AMEX:TKAT) is trading significantly higher Wednesday on above-average volume. The stock has been seen as a way to play the NFT boom.The NFT sector has recently seen an increase in volume following Visa Inc's (NYSE: V) CryptoPunk purchase and social media mentions.Takung Art crossed 20 million in trading volume at publication time. Average volume for the stock is about 3.5 million.Takung Art operates an online electronic platform for offering and trading artwork. Through its platform, the company allows artists, dealers and owners to access a large art trading market where they can engage with a wide range of investors.The stock was one of the top three trending stocks on Stocktwits at publication time.","listText":"Takung Art Co Ltd (AMEX:TKAT) is trading significantly higher Wednesday on above-average volume. The stock has been seen as a way to play the NFT boom.The NFT sector has recently seen an increase in volume following Visa Inc's (NYSE: V) CryptoPunk purchase and social media mentions.Takung Art crossed 20 million in trading volume at publication time. Average volume for the stock is about 3.5 million.Takung Art operates an online electronic platform for offering and trading artwork. Through its platform, the company allows artists, dealers and owners to access a large art trading market where they can engage with a wide range of investors.The stock was one of the top three trending stocks on Stocktwits at publication time.","text":"Takung Art Co Ltd (AMEX:TKAT) is trading significantly higher Wednesday on above-average volume. The stock has been seen as a way to play the NFT boom.The NFT sector has recently seen an increase in volume following Visa Inc's (NYSE: V) CryptoPunk purchase and social media mentions.Takung Art crossed 20 million in trading volume at publication time. Average volume for the stock is about 3.5 million.Takung Art operates an online electronic platform for offering and trading artwork. 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Show me一日一苹果医生远离我","images":[{"img":"https://static.tigerbbs.com/208d1cb1a378fe3d54affb3a088ecad3","width":"1200","height":"2133"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/837105215","isVote":1,"tweetType":1,"viewCount":1292,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":860985330,"gmtCreate":1632121971520,"gmtModify":1632802702364,"author":{"id":"3577331412124275","authorId":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577331412124275","authorIdStr":"3577331412124275"},"themes":[],"htmlText":"Yes keep holding the AMD","listText":"Yes keep holding the AMD","text":"Yes keep holding the AMD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/860985330","repostId":"2168570102","repostType":2,"isVote":1,"tweetType":1,"viewCount":226,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":887204519,"gmtCreate":1632038056231,"gmtModify":1632803176095,"author":{"id":"3577331412124275","authorId":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577331412124275","authorIdStr":"3577331412124275"},"themes":[],"htmlText":"Tq","listText":"Tq","text":"Tq","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/887204519","repostId":"2168550312","repostType":2,"isVote":1,"tweetType":1,"viewCount":171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":815050728,"gmtCreate":1630631616564,"gmtModify":1631884305300,"author":{"id":"3577331412124275","authorId":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577331412124275","authorIdStr":"3577331412124275"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>&nbsp;AMD second option of nvidia","listText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>&nbsp;AMD second option of nvidia","text":"$AMD(AMD)$ AMD second option of nvidia","images":[{"img":"https://static.tigerbbs.com/5666804053c08b14ffec1b3260581103","width":"1200","height":"2133"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/815050728","isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":825979856,"gmtCreate":1634195497341,"gmtModify":1634195497341,"author":{"id":"3577331412124275","authorId":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577331412124275","authorIdStr":"3577331412124275"},"themes":[],"htmlText":"Nem","listText":"Nem","text":"Nem","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/825979856","repostId":"1134775661","repostType":2,"repost":{"id":"1134775661","pubTimestamp":1634195185,"share":"https://www.laohu8.com/m/news/1134775661?lang=&edition=full","pubTime":"2021-10-14 15:06","market":"us","language":"en","title":"Sell Apple on iPhone Production-Cut Reports? Check the Chart.","url":"https://stock-news.laohu8.com/highlight/detail?id=1134775661","media":"TheStreet","summary":"Apple stock is falling for a fourth session, this time thanks to a report of a potential iPhone prod","content":"<p>Apple stock is falling for a fourth session, this time thanks to a report of a potential iPhone production cut. Here are the key levels to know now.</p>\n<p>Apple&nbsp;stock on Wednesday has bounced off the lows but remains down about 1%.</p>\n<p>That’s even as the Nasdaq is higher on the day, along with all of the FAANG components and Microsoft.</p>\n<p>Tuesday was a busy session for Apple. First, the company announced a new event for next week as it plans more product releases.</p>\n<p>And after the close, a media report said that Apple’s&nbsp;iPhone production would take a hitdue to a chip shortage.</p>\n<p>The blame was pinned on shortages&nbsp;from Broadcom&nbsp;and Texas Instruments. Both stocks are gently down on the day.</p>\n<p>One analyst,&nbsp;Morgan Stanley’s Katy Huberty,&nbsp;has already come to Apple’s rescue.</p>\n<p>“We are buyers of any near-term Apple share price weakness on iPhone supply-chain disruption,” she reasoned.</p>\n<p><b>Trading Apple Stock</b></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1528a494c7f483e867573ab65b10cac2\" tg-width=\"1240\" tg-height=\"766\" width=\"100%\" height=\"auto\"><span>Daily chart of Apple stock.</span></p>\n<p>The Federal Open Market Committee release is due later today, whileearnings are just getting startedwith the report from JPMorgan&nbsp;and Delta Air Lines, Inc. Report&nbsp;this morning.</p>\n<p>In other words, we may not be out of the volatility woods.</p>\n<p>Previously, I had been looking for Apple to&nbsp;find support from the $138 area, the prior high from last summer. That bounce level played out perfectly.</p>\n<p>Unfortunately, though, Apple stock couldn’t reclaim the $145 level and the declining 21-day moving average.</p>\n<p>It hasn’t taken out the October low yet, but it is putting in its fourth straight daily decline.</p>\n<p>Will it continue to fall into next week’s event? Perhaps. How the market handles the Fed news may be a driving force as well.</p>\n<p>When Apple failed at $145, it gave us the “D” leg in an “ABCDE” correction.</p>\n<p>At the very least, that leaves the October low in play near $138.25. A move below $138 opens the door to the 200-day and 10-month moving averages.&nbsp;That’s also where the 161.8%<i>downside</i>extension comes into play (measured from the “D” leg to the “C” leg).</p>\n<p>If all these lettered correction legs are too much for you, simply keep the following levels in mind.</p>\n<p>On the downside, watch $138. Below this mark opens the stock to its key longer-term moving averages.</p>\n<p>On the upside, watch the 21-day moving average, which was most recently resistance. Above that opens the door to $145, then the 50-day moving average.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Sell Apple on iPhone Production-Cut Reports? Check the Chart.</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\">\nSell Apple on iPhone Production-Cut Reports? Check the Chart.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-14 15:06 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.thestreet.com/investing/how-to-trade-apple-stock-iphone-production-cut-reports-october-2021><strong>TheStreet</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple stock is falling for a fourth session, this time thanks to a report of a potential iPhone production cut. Here are the key levels to know now.\nApple stock on Wednesday has bounced off the lows ...</p>\n\n<a href=\"https://www.thestreet.com/investing/how-to-trade-apple-stock-iphone-production-cut-reports-october-2021\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"https://www.thestreet.com/investing/how-to-trade-apple-stock-iphone-production-cut-reports-october-2021","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134775661","content_text":"Apple stock is falling for a fourth session, this time thanks to a report of a potential iPhone production cut. Here are the key levels to know now.\nApple stock on Wednesday has bounced off the lows but remains down about 1%.\nThat’s even as the Nasdaq is higher on the day, along with all of the FAANG components and Microsoft.\nTuesday was a busy session for Apple. First, the company announced a new event for next week as it plans more product releases.\nAnd after the close, a media report said that Apple’s iPhone production would take a hitdue to a chip shortage.\nThe blame was pinned on shortages from Broadcom and Texas Instruments. Both stocks are gently down on the day.\nOne analyst, Morgan Stanley’s Katy Huberty, has already come to Apple’s rescue.\n“We are buyers of any near-term Apple share price weakness on iPhone supply-chain disruption,” she reasoned.\nTrading Apple Stock\nDaily chart of Apple stock.\nThe Federal Open Market Committee release is due later today, whileearnings are just getting startedwith the report from JPMorgan and Delta Air Lines, Inc. Report this morning.\nIn other words, we may not be out of the volatility woods.\nPreviously, I had been looking for Apple to find support from the $138 area, the prior high from last summer. That bounce level played out perfectly.\nUnfortunately, though, Apple stock couldn’t reclaim the $145 level and the declining 21-day moving average.\nIt hasn’t taken out the October low yet, but it is putting in its fourth straight daily decline.\nWill it continue to fall into next week’s event? Perhaps. How the market handles the Fed news may be a driving force as well.\nWhen Apple failed at $145, it gave us the “D” leg in an “ABCDE” correction.\nAt the very least, that leaves the October low in play near $138.25. A move below $138 opens the door to the 200-day and 10-month moving averages. That’s also where the 161.8%downsideextension comes into play (measured from the “D” leg to the “C” leg).\nIf all these lettered correction legs are too much for you, simply keep the following levels in mind.\nOn the downside, watch $138. Below this mark opens the stock to its key longer-term moving averages.\nOn the upside, watch the 21-day moving average, which was most recently resistance. Above that opens the door to $145, then the 50-day moving average.","news_type":1},"isVote":1,"tweetType":1,"viewCount":760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":151928936,"gmtCreate":1625062109125,"gmtModify":1631889549955,"author":{"id":"3577331412124275","authorId":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577331412124275","authorIdStr":"3577331412124275"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>strongest stock","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>strongest stock","text":"$NIO Inc.(NIO)$strongest stock","images":[{"img":"https://static.tigerbbs.com/aaa81d830696848b2e8764048d63b66b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/151928936","isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":862450918,"gmtCreate":1632904712117,"gmtModify":1632904712913,"author":{"id":"3577331412124275","authorId":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577331412124275","authorIdStr":"3577331412124275"},"themes":[],"htmlText":"Great ariticle, would you like to share it?","listText":"Great ariticle, would you like to share it?","text":"Great ariticle, would you like to share it?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/862450918","repostId":"2171985985","repostType":2,"repost":{"id":"2171985985","pubTimestamp":1632902520,"share":"https://www.laohu8.com/m/news/2171985985?lang=&edition=full","pubTime":"2021-09-29 16:02","market":"hk","language":"zh","title":"苹果(AAPL.O)盘前涨1.12%","url":"https://stock-news.laohu8.com/highlight/detail?id=2171985985","media":"哈富资讯","summary":"苹果(AAPL.O)盘前涨1.12%，苹果客服称限电对iPhone 13暂无影响，可正常下单。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=105.AAPL&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p>　　<span><a href=\"https://laohu8.com/S/AAPL\">苹果</a></span><span></span>(AAPL.O)盘前涨1.12%，<span href=\"http://quote.eastmoney.com/unify/r/105.AAPL\" target=\"_blank\" web=\"1\">苹果</span>客服称限电对iPhone 13暂无影响，可正常下单。 </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>苹果(AAPL.O)盘前涨1.12%</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苹果(AAPL.O)盘前涨1.12%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-29 16:02 北京时间&nbsp;&nbsp;&nbsp;<a href=http://stock.eastmoney.com/a/202109292125707297.html><strong>哈富资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>苹果(AAPL.O)盘前涨1.12%，苹果客服称限电对iPhone 13暂无影响，可正常下单。 （文章来源：哈富资讯）</p>\n\n<a href=\"http://stock.eastmoney.com/a/202109292125707297.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"source_url":"http://stock.eastmoney.com/a/202109292125707297.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2171985985","content_text":"苹果(AAPL.O)盘前涨1.12%，苹果客服称限电对iPhone 13暂无影响，可正常下单。 （文章来源：哈富资讯）","news_type":1},"isVote":1,"tweetType":1,"viewCount":792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":885146695,"gmtCreate":1631770034817,"gmtModify":1631889549919,"author":{"id":"3577331412124275","authorId":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577331412124275","authorIdStr":"3577331412124275"},"themes":[],"htmlText":"Not a good sign","listText":"Not a good sign","text":"Not a good sign","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/885146695","repostId":"2167515918","repostType":2,"isVote":1,"tweetType":1,"viewCount":179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":886672547,"gmtCreate":1631590128089,"gmtModify":1631889549921,"author":{"id":"3577331412124275","authorId":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577331412124275","authorIdStr":"3577331412124275"},"themes":[],"htmlText":"I'm expecting&nbsp;","listText":"I'm expecting&nbsp;","text":"I'm expecting","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/886672547","repostId":"2167536095","repostType":2,"repost":{"id":"2167536095","pubTimestamp":1631589556,"share":"https://www.laohu8.com/m/news/2167536095?lang=&edition=full","pubTime":"2021-09-14 11:19","market":"us","language":"zh","title":"无人期待苹果新手机","url":"https://stock-news.laohu8.com/highlight/detail?id=2167536095","media":"道总有理","summary":"明天苹果秋季发布会就要召开了。\n如果是在数年之前，此时此刻，社交平台上隐藏着的科技迷们应该已经开始激动地搓手跺脚了。从去年iPhone 12发布被人无比嫌弃之后，果粉圈里有关“十三香”的段子就从来没有","content":"<p><img src=\"https://static.tigerbbs.com/63699741fcb66cba960dc652be1322c8\" tg-width=\"800\" tg-height=\"450\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>明天<a href=\"https://laohu8.com/S/AAPL\">苹果</a>秋季发布会就要召开了。</p>\n<p>如果是在数年之前，此时此刻，社交平台上隐藏着的科技迷们应该已经开始激动地搓手跺脚了。从去年iPhone 12发布被人无比嫌弃之后，果粉圈里有关“十三香”的段子就从来没有消停过。</p>\n<p>就像是开一个等了很久的盲盒，伴随着网络上各种各样的猜想与曝光，终于距离真正狂欢没剩几天了。不管消费者什么态度，反正苹果是准备一雪前耻了。据悉，因为苹果对“十三阿哥”寄予厚望，就连国内众多电子制造大厂也跟着兴奋起来。</p>\n<p>有媒体报道，从6月中旬开始，富士康每天新入职的员工超过一万人，流水线工人的基本工资一度从6000涨至12000元；鸿海与蓝思也在今年几次提高员工奖金，流水线工人的工资也高达10000元。</p>\n<p>兴奋似乎是应该的，纵观整个科技圈，果粉的疯狂有目共睹。曾经iPhone 4S、iPhone 5、iPhone 6等几代机型推出之际，大量用户都在苹果线下的Apple Store里疯狂排队的景象还历历在目，北京的三里屯、上海的南<a href=\"https://laohu8.com/S/JD\">京东</a>路无一辛免。</p>\n<p>可是现在，苹果的盛况已成过往。眼看发布时间近在咫尺，社交网络上却是一场吐槽大会，诸如“没什么新鲜的东西了”、“苹果现在就处理器值得购买，其它还不如现在的安卓机。”、“年年猜刘海年年猜不对”此类的评论随处可见。</p>\n<p>十三到底香不香尚未不得而知，但消费者明显冷静得让苹果“瑟瑟发抖”。</p>\n<h2>一面无人期待一面恩宠不减</h2>\n<p>“What happened to you？”估计这是果粉最想对苹果说的一句话。到底还有没有人期待苹果手机，这是一个谁也没有资格妄加揣测的问题，但是从现实情况来讲，这几年苹果的确有些卖不动了。</p>\n<p>早在2016年，苹果就发布了十三年以来最难看的一份财报，尤其是库克苦心孤诣周旋的大中华区，当年苹果在大中华区第二财季营业收入为124.8亿美元，同比下滑26%，环比下滑32%；总营收为505.57亿美元，比去年同期下滑13%。随后几年，再无巅峰。</p>\n<p>最可叹英雄迟暮，这个劲爆的消息一度让苹果霸占了各大科技新闻的头条，因为彼时苹果手机的销量就略显惫态，财报数据显示，2016年苹果第二财季，共售出5119万部iPhone，比年同期的6117万部下滑32%；iPhone的营收为328.57亿美元，比去年同期的40.282亿美元下滑18%。</p>\n<p>这不是偶然现象，至少接下来的几年里，苹果的表现也没有很争气。2018年第三季度，苹果在中国的智能手机市场的份额从2017年10%下降到9%，整体出货量更是下降了17%。2019年前4个月里，iPhone在中国市场的销量同比平均大幅下滑了66％。</p>\n<p>然而，值得一提的是，不止中国市场，这几年苹果就像是中了一个魔咒，曾经的神话正在全球范围内褪色。根据Canalys发布的最新市场调研数据显示：2019年第一季度iPhone在北美市场的销量为1460万台，相较去年同期的1790万台跌幅高达19%。</p>\n<p>过了这么多年，苹果新机几乎从未缺席，但能打的却依旧是以前的老款，多少次，苹果想要凭借新机挽回一些巨头的尊严，现实都比想象中更加残酷。以2018年被苹果视为“救命稻草”的iPhone XR为例。</p>\n<p>苹果有多重视iPhone XR？在iPhone XR上市的时候以旧换新的活动相比去年同期增长了将近50%，旧手机最多可以抵2000多元。可就在价格力度这么大的前提下，iPhone XR还是很惨淡，整个11月份在国内的销量不到60万台，远远低于去年的iPhone 8系列，甚至影响掉了苹果的股价。</p>\n<p>新手机卖不动，但老款的人气持续居高不下。根据闲鱼平台发布的数据显示，保值率最高的10款手机中，前三名都是iPhone，其中，2017年发布的iPhoneX保值率73%；iPhone 8 Plus是61%；iPhone 8 62%。</p>\n<p><img src=\"https://static.tigerbbs.com/5596a17e651f5d64a550c8c6f45ce424\" tg-width=\"865\" tg-height=\"477\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>尤其是iPhone 8，即便是已经过了好几年，iPhone 8的热度丝毫不输任何一款新机。此前苏宁宣布iPhone降价，单天iPhone8 系列销售增长460%。在过半人口用着 iPhone 的美国，41% 还是 iPhone 6s 或者更老的机型。事实上，苹果的新机比不过经典老款是有目共睹的。</p>\n<p>一个很明显的现象是，苹果手机用户的换机频率远低于安卓手机。另一方面，回忆自乔布斯逝世后的历年iPhone发布会，不难发现一个魔咒似的舆论规律：发布会后的产品总会被许多人吐槽苹果没有了创新。</p>\n<p>诸如万年不变的5V1A；经年不变的小容量电池；逐渐“落后”的手机拍照；与乔布斯美学相悖的手机设计都引起了大量忠实果粉的不满。即将发布的iPhone13也被诟病为“科技以换壳为主”，“用颜色来区分上一代”。</p>\n<p>但苹果真的失去创新能力了吗？其实也不尽然。根据苹果公司此前公开的招聘数据来看，7000多个公开招聘表中，硬件工程招聘岗位占比 34%，软件工程招聘岗位占比 28%，两者的招聘占比超过整体岗位数量的6成。</p>\n<p>只是不管怎么说，外部激流变化的科技环境已经将消费者养得越来越挑剔，越来越刁钻，苹果头顶的科技光环正在慢慢变淡。</p>\n<h2>果粉的情怀不值钱了？</h2>\n<p>在以往的科技圈，任何一个质疑苹果的问题在果粉的眼里就是无理取闹的存在，MobData研究院发布的2018年第三季度数据报告看，果粉忠诚度高居首位。他们打心眼里崇拜乔布斯，这也不是没有理由，谁都无法否然苹果在科技领域的地位。</p>\n<p>但如今，曾经矢志不渝的果粉似乎有些动摇了。从2018年苹果发布iPhone XS时，尴尬的刘海屏就成了一众果粉脱粉的最佳理由。有数据显示，早在2018年，就不断有苹果的拥趸者“流失”，尤其是国产手机大幅度崛起。</p>\n<p>调查统计，有5.2%的男性苹果爱好者与10.4%的女性苹果爱好者由苹果转向了华为，而也有4.8%的男性苹果爱好者与8%的女性苹果爱好者被OPPO吸引。果粉的忠诚度在日渐下降。据QuestMobile数据，截至2019年6份，在中国市场，华米OV的市场份额已经扩大到了65.7%。</p>\n<p>具体来看会更加直观，2019年，由iOS换至iOS的用户占比为54%，2018年同期是6.8%。反观安卓，iOS换至安卓的用户占比为46%，2018年同期是43.2%，其中有27.8%的iOS用户转向了华为。</p>\n<p>另一方面，安卓换至iOS的用户占比为18.9%，2018年同期是21.2%；安卓换至安卓的用户占比为81.1%，去年同期为78.8%，此消彼长的背后，苹果尴尬的处境一览无余。有意思的是，虽说很多忠实果粉渐渐对苹果变得失望，但也不乏对苹果开始感兴趣的“新果粉”。</p>\n<p>比如消费话语权不可小觑的Z时代年轻人。2019年的iPhone11可以说是被吐槽的最严重的一款新机，除了不支持5G之外，老果粉简直把11骂了一个狗血淋头。可骂归骂，魔幻的是，iPhone11系列在京东的预售期间，预售总量相比去年增长了惊人的480%。</p>\n<p>销量与评价的极大反差一度令人费解，然而细究下来，这其中是果粉群体在悄然发生变化。据悉，iPhone11成交用户里超过9成都是年轻人，30-39岁用户占比为32.44%，而16-19岁用户占比高达59.17%。</p>\n<p>《中国00后互联网学习行为报告》，报告显示，对比苹果与安卓手机的出货量后发现，我国00后苹果手机占有普及率是成人的2倍。</p>\n<p>00后俨然成了新一代苹果的追捧者，<a href=\"https://laohu8.com/S/BIDU\">百度</a>搜索数据显示，近年来00后对iPhone手机的关注度已经超过了90后。尽管在老一代果粉的心里，苹果对新机的创新微不足道，但花里胡哨的颜色创新倒是深受00后喜爱。百度发布的一份关于00后智能手机及APP使用习惯研究报告显示，00后选购智能机时最为关注的因素是外观。</p>\n<p>今年的iPhone13继续将“颜色游戏”进行到底，赤橙黄绿青蓝紫……年轻人对颜色价值的要求堪比<a href=\"https://laohu8.com/S/605199\">葫芦娃</a>。可惜这届果粉的热情未必会让苹果高枕无忧，我们一贯的意识里会觉得苹果用户是高消费人群，但2018年MobData发布一项调查结果，相比华为与小米等国产手机，苹果用户的经济情况反而没有想象中那么好。</p>\n<p><img src=\"https://static.tigerbbs.com/4c309861b3bb7289ae95d69e8c423dc8\" tg-width=\"1280\" tg-height=\"640\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>特别是没有什么固定收入来源的00后，他们基本还未完全走出校园，还有调查显示，爱好苹果的Z时代其实有47%是分期付款购买的苹果手机。罗振宇就曾在2018年跨年演讲中提到过，现在00后的人均存款是2570元，人均零花钱为500元/月。换句话说，00后的消费能力实际上没有外界宣扬得那么高。</p>\n<p>老一代果粉开始嫌弃苹果了，但新生代的果粉却还没有成为苹果真正的目标客户群。</p>\n<p>另一方面，这届果粉似乎不像上一届前辈那样无限崇拜乔布斯，崇拜苹果文化，是个不折不扣的科技发烧友。00后喜欢苹果手机无非就是冲着品牌带来的消费优越感，有的甚至不知道苹果是哪个国家的品牌。</p>\n<p>00后不懂乔布斯，果粉的情怀延续到如今，肉眼可见的越来越“廉价”。但随着年轻人制霸消费市场，无论他们消费观怎么样，能掏钱的就是上 帝。时至今日，几乎没有不屈服于年轻人的品牌，苹果也不例外。</p>\n<p>Z时代不研究科技，苹果就把自己玩成了“奇迹果果”，各种色号都来一套。00后还没赚钱，京东、苏宁、天猫等各大电商平台就在苹果官方的通知和授权下，纷纷开启了手机降价大潮。果粉变了，苹果也卑微了。</p>\n<h2>苹果失去竞争力了吗？</h2>\n<p>库克是典型的“中国迷”，自从上任以来，库克几乎每年都会来一趟中国之旅。三年前，库克站在黄浦江对岸，拍了一张上海外滩的夜景，并上传到了自己的社交账号，配文是用中文拼音打出了一句“海纳百川”，这一年，库克总共来了中国三趟。</p>\n<p>可惜“海纳百川”在商业世界里就是一个童话，华为、小米、OPPO、VIVO每一家都不给自家市场海纳百川的机会。根据市场调研机构IDC发布的最新手机季度跟踪报告显示，中国智能机整体市场出货量在近几年都出现不同程度的下滑，其中国产供应商华为与OV三家都实现了增长，苹果的出货量却在不断下滑。</p>\n<p>《2018-2019年中国新势能人群App接触行为报告》显示，华为和苹果在受调查人群中的占比为4成，其中华为占据22%，苹果为20%，其次是OV、小米及荣耀。国产手机的强势无疑给海外品牌造成了不可估量的压力。</p>\n<p>不止苹果，据信通院的数据显示，2019年7月份，中国市场销售手机2867.6万部，国产手机品牌销售了2588.7万部、占有市场的份额为90.3%，这意味着苹果和<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>合计占有的市场份额只有9.7%。</p>\n<p>2018年四个季度，苹果的出货量同比下降了20%，国内市场前五大手机厂商，苹果排名倒数第一。抛开国货滤镜不谈，消费者对苹果的态度是一年比一年消极，押不中的刘海屏、被其他品牌不停追赶的拍照摄像技术、没有赶上的5G……每一项都能成为压死果粉的最后一根“稻草”。</p>\n<p>在京东电商平台，苹果iPhone 11的好评度仅94%，主要问题集中在信号差，发烫严重等，而国产手机的好评度，通常在98%左右。值得一提的是，走出中国以外的市场，全球出货量排名第三到第五的手机供应商均为中国企业。</p>\n<p>华为一度以6050万的出货量直逼苹果，同比上涨43.9%，市场占比达16.1%，从市场份额角度来看，华为位居第二；OPPO和小米分列第四第五；小米横扫印度市场。这对苹果而言无疑都是致命的，毕竟手机市场是苹果的命根子，过去四年，苹果有超过 60% 收入来自 iPhone、超过 65% 的毛利来自 iPhone、超过 80% 数字服务收入来自 iPhone。</p>\n<p><img src=\"https://static.tigerbbs.com/a3d5f3ef1779fe74ee7ae78cd50bce62\" tg-width=\"690\" tg-height=\"319\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>一旦真的从手机市场的神坛上走下来，苹果注定要“吐血”，但冷静下来看，苹果真的失去竞争力了？答案未必那么肯定。至少在硬件时代还没有过去之前，苹果该有的地位依旧难以撼动。另外，尽管在公开的销量数据上，苹果的确有所趋弱。</p>\n<p>可最关键的销售额或利润方面，苹果的表现还是亮眼的。2020年iPhone一季度的销售额为289.62亿美元，Counterpoint公布过2019年第三季度的数据，苹果的利润高达80亿美元，占行业66%，几乎是国产手机四大品牌的总和，就连销量长期第一的三星也只有20亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/4debebb00cdc2e17d23a0bcc2ac3769a\" tg-width=\"500\" tg-height=\"270\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>总而言之，属于国产手机的时代确实已经来了，但属于苹果的时代还没有过去。只是，曾经狂热的果粉熬夜派对的盛况，已经越来越少了。</p>","source":"36kr_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>无人期待苹果新手机</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无人期待苹果新手机\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-14 11:19 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/1397711516681347><strong>道总有理</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>明天苹果秋季发布会就要召开了。\n如果是在数年之前，此时此刻，社交平台上隐藏着的科技迷们应该已经开始激动地搓手跺脚了。从去年iPhone 12发布被人无比嫌弃之后，果粉圈里有关“十三香”的段子就从来没有消停过。\n就像是开一个等了很久的盲盒，伴随着网络上各种各样的猜想与曝光，终于距离真正狂欢没剩几天了。不管消费者什么态度，反正苹果是准备一雪前耻了。据悉，因为苹果对“十三阿哥”寄予厚望，就连国内众多电子...</p>\n\n<a href=\"https://36kr.com/p/1397711516681347\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4c309861b3bb7289ae95d69e8c423dc8","relate_stocks":{"AAPL":"苹果"},"source_url":"https://36kr.com/p/1397711516681347","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2167536095","content_text":"明天苹果秋季发布会就要召开了。\n如果是在数年之前，此时此刻，社交平台上隐藏着的科技迷们应该已经开始激动地搓手跺脚了。从去年iPhone 12发布被人无比嫌弃之后，果粉圈里有关“十三香”的段子就从来没有消停过。\n就像是开一个等了很久的盲盒，伴随着网络上各种各样的猜想与曝光，终于距离真正狂欢没剩几天了。不管消费者什么态度，反正苹果是准备一雪前耻了。据悉，因为苹果对“十三阿哥”寄予厚望，就连国内众多电子制造大厂也跟着兴奋起来。\n有媒体报道，从6月中旬开始，富士康每天新入职的员工超过一万人，流水线工人的基本工资一度从6000涨至12000元；鸿海与蓝思也在今年几次提高员工奖金，流水线工人的工资也高达10000元。\n兴奋似乎是应该的，纵观整个科技圈，果粉的疯狂有目共睹。曾经iPhone 4S、iPhone 5、iPhone 6等几代机型推出之际，大量用户都在苹果线下的Apple Store里疯狂排队的景象还历历在目，北京的三里屯、上海的南京东路无一辛免。\n可是现在，苹果的盛况已成过往。眼看发布时间近在咫尺，社交网络上却是一场吐槽大会，诸如“没什么新鲜的东西了”、“苹果现在就处理器值得购买，其它还不如现在的安卓机。”、“年年猜刘海年年猜不对”此类的评论随处可见。\n十三到底香不香尚未不得而知，但消费者明显冷静得让苹果“瑟瑟发抖”。\n一面无人期待一面恩宠不减\n“What happened to you？”估计这是果粉最想对苹果说的一句话。到底还有没有人期待苹果手机，这是一个谁也没有资格妄加揣测的问题，但是从现实情况来讲，这几年苹果的确有些卖不动了。\n早在2016年，苹果就发布了十三年以来最难看的一份财报，尤其是库克苦心孤诣周旋的大中华区，当年苹果在大中华区第二财季营业收入为124.8亿美元，同比下滑26%，环比下滑32%；总营收为505.57亿美元，比去年同期下滑13%。随后几年，再无巅峰。\n最可叹英雄迟暮，这个劲爆的消息一度让苹果霸占了各大科技新闻的头条，因为彼时苹果手机的销量就略显惫态，财报数据显示，2016年苹果第二财季，共售出5119万部iPhone，比年同期的6117万部下滑32%；iPhone的营收为328.57亿美元，比去年同期的40.282亿美元下滑18%。\n这不是偶然现象，至少接下来的几年里，苹果的表现也没有很争气。2018年第三季度，苹果在中国的智能手机市场的份额从2017年10%下降到9%，整体出货量更是下降了17%。2019年前4个月里，iPhone在中国市场的销量同比平均大幅下滑了66％。\n然而，值得一提的是，不止中国市场，这几年苹果就像是中了一个魔咒，曾经的神话正在全球范围内褪色。根据Canalys发布的最新市场调研数据显示：2019年第一季度iPhone在北美市场的销量为1460万台，相较去年同期的1790万台跌幅高达19%。\n过了这么多年，苹果新机几乎从未缺席，但能打的却依旧是以前的老款，多少次，苹果想要凭借新机挽回一些巨头的尊严，现实都比想象中更加残酷。以2018年被苹果视为“救命稻草”的iPhone XR为例。\n苹果有多重视iPhone XR？在iPhone XR上市的时候以旧换新的活动相比去年同期增长了将近50%，旧手机最多可以抵2000多元。可就在价格力度这么大的前提下，iPhone XR还是很惨淡，整个11月份在国内的销量不到60万台，远远低于去年的iPhone 8系列，甚至影响掉了苹果的股价。\n新手机卖不动，但老款的人气持续居高不下。根据闲鱼平台发布的数据显示，保值率最高的10款手机中，前三名都是iPhone，其中，2017年发布的iPhoneX保值率73%；iPhone 8 Plus是61%；iPhone 8 62%。\n\n尤其是iPhone 8，即便是已经过了好几年，iPhone 8的热度丝毫不输任何一款新机。此前苏宁宣布iPhone降价，单天iPhone8 系列销售增长460%。在过半人口用着 iPhone 的美国，41% 还是 iPhone 6s 或者更老的机型。事实上，苹果的新机比不过经典老款是有目共睹的。\n一个很明显的现象是，苹果手机用户的换机频率远低于安卓手机。另一方面，回忆自乔布斯逝世后的历年iPhone发布会，不难发现一个魔咒似的舆论规律：发布会后的产品总会被许多人吐槽苹果没有了创新。\n诸如万年不变的5V1A；经年不变的小容量电池；逐渐“落后”的手机拍照；与乔布斯美学相悖的手机设计都引起了大量忠实果粉的不满。即将发布的iPhone13也被诟病为“科技以换壳为主”，“用颜色来区分上一代”。\n但苹果真的失去创新能力了吗？其实也不尽然。根据苹果公司此前公开的招聘数据来看，7000多个公开招聘表中，硬件工程招聘岗位占比 34%，软件工程招聘岗位占比 28%，两者的招聘占比超过整体岗位数量的6成。\n只是不管怎么说，外部激流变化的科技环境已经将消费者养得越来越挑剔，越来越刁钻，苹果头顶的科技光环正在慢慢变淡。\n果粉的情怀不值钱了？\n在以往的科技圈，任何一个质疑苹果的问题在果粉的眼里就是无理取闹的存在，MobData研究院发布的2018年第三季度数据报告看，果粉忠诚度高居首位。他们打心眼里崇拜乔布斯，这也不是没有理由，谁都无法否然苹果在科技领域的地位。\n但如今，曾经矢志不渝的果粉似乎有些动摇了。从2018年苹果发布iPhone XS时，尴尬的刘海屏就成了一众果粉脱粉的最佳理由。有数据显示，早在2018年，就不断有苹果的拥趸者“流失”，尤其是国产手机大幅度崛起。\n调查统计，有5.2%的男性苹果爱好者与10.4%的女性苹果爱好者由苹果转向了华为，而也有4.8%的男性苹果爱好者与8%的女性苹果爱好者被OPPO吸引。果粉的忠诚度在日渐下降。据QuestMobile数据，截至2019年6份，在中国市场，华米OV的市场份额已经扩大到了65.7%。\n具体来看会更加直观，2019年，由iOS换至iOS的用户占比为54%，2018年同期是6.8%。反观安卓，iOS换至安卓的用户占比为46%，2018年同期是43.2%，其中有27.8%的iOS用户转向了华为。\n另一方面，安卓换至iOS的用户占比为18.9%，2018年同期是21.2%；安卓换至安卓的用户占比为81.1%，去年同期为78.8%，此消彼长的背后，苹果尴尬的处境一览无余。有意思的是，虽说很多忠实果粉渐渐对苹果变得失望，但也不乏对苹果开始感兴趣的“新果粉”。\n比如消费话语权不可小觑的Z时代年轻人。2019年的iPhone11可以说是被吐槽的最严重的一款新机，除了不支持5G之外，老果粉简直把11骂了一个狗血淋头。可骂归骂，魔幻的是，iPhone11系列在京东的预售期间，预售总量相比去年增长了惊人的480%。\n销量与评价的极大反差一度令人费解，然而细究下来，这其中是果粉群体在悄然发生变化。据悉，iPhone11成交用户里超过9成都是年轻人，30-39岁用户占比为32.44%，而16-19岁用户占比高达59.17%。\n《中国00后互联网学习行为报告》，报告显示，对比苹果与安卓手机的出货量后发现，我国00后苹果手机占有普及率是成人的2倍。\n00后俨然成了新一代苹果的追捧者，百度搜索数据显示，近年来00后对iPhone手机的关注度已经超过了90后。尽管在老一代果粉的心里，苹果对新机的创新微不足道，但花里胡哨的颜色创新倒是深受00后喜爱。百度发布的一份关于00后智能手机及APP使用习惯研究报告显示，00后选购智能机时最为关注的因素是外观。\n今年的iPhone13继续将“颜色游戏”进行到底，赤橙黄绿青蓝紫……年轻人对颜色价值的要求堪比葫芦娃。可惜这届果粉的热情未必会让苹果高枕无忧，我们一贯的意识里会觉得苹果用户是高消费人群，但2018年MobData发布一项调查结果，相比华为与小米等国产手机，苹果用户的经济情况反而没有想象中那么好。\n\n特别是没有什么固定收入来源的00后，他们基本还未完全走出校园，还有调查显示，爱好苹果的Z时代其实有47%是分期付款购买的苹果手机。罗振宇就曾在2018年跨年演讲中提到过，现在00后的人均存款是2570元，人均零花钱为500元/月。换句话说，00后的消费能力实际上没有外界宣扬得那么高。\n老一代果粉开始嫌弃苹果了，但新生代的果粉却还没有成为苹果真正的目标客户群。\n另一方面，这届果粉似乎不像上一届前辈那样无限崇拜乔布斯，崇拜苹果文化，是个不折不扣的科技发烧友。00后喜欢苹果手机无非就是冲着品牌带来的消费优越感，有的甚至不知道苹果是哪个国家的品牌。\n00后不懂乔布斯，果粉的情怀延续到如今，肉眼可见的越来越“廉价”。但随着年轻人制霸消费市场，无论他们消费观怎么样，能掏钱的就是上 帝。时至今日，几乎没有不屈服于年轻人的品牌，苹果也不例外。\nZ时代不研究科技，苹果就把自己玩成了“奇迹果果”，各种色号都来一套。00后还没赚钱，京东、苏宁、天猫等各大电商平台就在苹果官方的通知和授权下，纷纷开启了手机降价大潮。果粉变了，苹果也卑微了。\n苹果失去竞争力了吗？\n库克是典型的“中国迷”，自从上任以来，库克几乎每年都会来一趟中国之旅。三年前，库克站在黄浦江对岸，拍了一张上海外滩的夜景，并上传到了自己的社交账号，配文是用中文拼音打出了一句“海纳百川”，这一年，库克总共来了中国三趟。\n可惜“海纳百川”在商业世界里就是一个童话，华为、小米、OPPO、VIVO每一家都不给自家市场海纳百川的机会。根据市场调研机构IDC发布的最新手机季度跟踪报告显示，中国智能机整体市场出货量在近几年都出现不同程度的下滑，其中国产供应商华为与OV三家都实现了增长，苹果的出货量却在不断下滑。\n《2018-2019年中国新势能人群App接触行为报告》显示，华为和苹果在受调查人群中的占比为4成，其中华为占据22%，苹果为20%，其次是OV、小米及荣耀。国产手机的强势无疑给海外品牌造成了不可估量的压力。\n不止苹果，据信通院的数据显示，2019年7月份，中国市场销售手机2867.6万部，国产手机品牌销售了2588.7万部、占有市场的份额为90.3%，这意味着苹果和三星合计占有的市场份额只有9.7%。\n2018年四个季度，苹果的出货量同比下降了20%，国内市场前五大手机厂商，苹果排名倒数第一。抛开国货滤镜不谈，消费者对苹果的态度是一年比一年消极，押不中的刘海屏、被其他品牌不停追赶的拍照摄像技术、没有赶上的5G……每一项都能成为压死果粉的最后一根“稻草”。\n在京东电商平台，苹果iPhone 11的好评度仅94%，主要问题集中在信号差，发烫严重等，而国产手机的好评度，通常在98%左右。值得一提的是，走出中国以外的市场，全球出货量排名第三到第五的手机供应商均为中国企业。\n华为一度以6050万的出货量直逼苹果，同比上涨43.9%，市场占比达16.1%，从市场份额角度来看，华为位居第二；OPPO和小米分列第四第五；小米横扫印度市场。这对苹果而言无疑都是致命的，毕竟手机市场是苹果的命根子，过去四年，苹果有超过 60% 收入来自 iPhone、超过 65% 的毛利来自 iPhone、超过 80% 数字服务收入来自 iPhone。\n\n一旦真的从手机市场的神坛上走下来，苹果注定要“吐血”，但冷静下来看，苹果真的失去竞争力了？答案未必那么肯定。至少在硬件时代还没有过去之前，苹果该有的地位依旧难以撼动。另外，尽管在公开的销量数据上，苹果的确有所趋弱。\n可最关键的销售额或利润方面，苹果的表现还是亮眼的。2020年iPhone一季度的销售额为289.62亿美元，Counterpoint公布过2019年第三季度的数据，苹果的利润高达80亿美元，占行业66%，几乎是国产手机四大品牌的总和，就连销量长期第一的三星也只有20亿美元。\n\n总而言之，属于国产手机的时代确实已经来了，但属于苹果的时代还没有过去。只是，曾经狂热的果粉熬夜派对的盛况，已经越来越少了。","news_type":1},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":817948301,"gmtCreate":1630901150303,"gmtModify":1631883826829,"author":{"id":"3577331412124275","authorId":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577331412124275","authorIdStr":"3577331412124275"},"themes":[],"htmlText":"Takung Art Co Ltd (AMEX:TKAT) is trading significantly higher Wednesday on above-average volume. The stock has been seen as a way to play the NFT boom.The NFT sector has recently seen an increase in volume following Visa Inc's (NYSE: V) CryptoPunk purchase and social media mentions.Takung Art crossed 20 million in trading volume at publication time. Average volume for the stock is about 3.5 million.Takung Art operates an online electronic platform for offering and trading artwork. Through its platform, the company allows artists, dealers and owners to access a large art trading market where they can engage with a wide range of investors.The stock was one of the top three trending stocks on Stocktwits at publication time.","listText":"Takung Art Co Ltd (AMEX:TKAT) is trading significantly higher Wednesday on above-average volume. The stock has been seen as a way to play the NFT boom.The NFT sector has recently seen an increase in volume following Visa Inc's (NYSE: V) CryptoPunk purchase and social media mentions.Takung Art crossed 20 million in trading volume at publication time. Average volume for the stock is about 3.5 million.Takung Art operates an online electronic platform for offering and trading artwork. Through its platform, the company allows artists, dealers and owners to access a large art trading market where they can engage with a wide range of investors.The stock was one of the top three trending stocks on Stocktwits at publication time.","text":"Takung Art Co Ltd (AMEX:TKAT) is trading significantly higher Wednesday on above-average volume. The stock has been seen as a way to play the NFT boom.The NFT sector has recently seen an increase in volume following Visa Inc's (NYSE: V) CryptoPunk purchase and social media mentions.Takung Art crossed 20 million in trading volume at publication time. Average volume for the stock is about 3.5 million.Takung Art operates an online electronic platform for offering and trading artwork. Through its platform, the company allows artists, dealers and owners to access a large art trading market where they can engage with a wide range of investors.The stock was one of the top three trending stocks on Stocktwits at publication time.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/817948301","isVote":1,"tweetType":1,"viewCount":696,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830579930,"gmtCreate":1629085323120,"gmtModify":1631889549938,"author":{"id":"3577331412124275","authorId":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577331412124275","authorIdStr":"3577331412124275"},"themes":[],"htmlText":"Interested to this","listText":"Interested to this","text":"Interested to this","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/830579930","repostId":"1165503203","repostType":4,"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":830570587,"gmtCreate":1629085232449,"gmtModify":1631889549946,"author":{"id":"3577331412124275","authorId":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577331412124275","authorIdStr":"3577331412124275"},"themes":[],"htmlText":"有危就有机。是时候买进吗？","listText":"有危就有机。是时候买进吗？","text":"有危就有机。是时候买进吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/830570587","repostId":"1175509509","repostType":2,"isVote":1,"tweetType":1,"viewCount":1189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322810416,"gmtCreate":1615793789235,"gmtModify":1703493012436,"author":{"id":"3577331412124275","authorId":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577331412124275","authorIdStr":"3577331412124275"},"themes":[],"htmlText":"Yes PLTR go go go","listText":"Yes PLTR go go go","text":"Yes PLTR go go go","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/322810416","repostId":"2119961532","repostType":4,"repost":{"id":"2119961532","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1615791120,"share":"https://www.laohu8.com/m/news/2119961532?lang=&edition=full","pubTime":"2021-03-15 14:52","market":"us","language":"en","title":"Palantir And BlackBerry: 2 Disruptors Trying To Power All Things","url":"https://stock-news.laohu8.com/highlight/detail?id=2119961532","media":"Benzinga","summary":"Palantir Technologies Inc (NYSE: PLTR) and BlackBerry Ltd (NYSE: BB) have each snagged a slew of par","content":"<p><img src=\"https://static.tigerbbs.com/c796cd6b0607fcd0852a3af4eab0f4aa\" tg-width=\"600\" tg-height=\"400\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Palantir Technologies Inc</b> (NYSE: PLTR) and <b>BlackBerry Ltd</b>&nbsp;(NYSE: BB) have each snagged a slew of partnerships over the past year, disrupting the technology space and putting them in the spotlight as true growth companies.</p>\n<p><b>What Happened:</b> Although both companies&nbsp;have been in business for years -- Palantir was founded in 2003, BlackBerry in 1984 —&nbsp;their proprietary technology has become increasingly sought after by numerous companies across many major sectors.</p>\n<p>The companies have a lot in common too. Each company's&nbsp;platforms have disrupted the technology space by changing the course of how other businesses operate. The companies they&nbsp;partner with&nbsp;plug their own technology into Palantir and BlackBerry’s platforms&nbsp;and together create&nbsp;systems that are not only user-friendly but&nbsp;also completely&nbsp;safe and secure, something both companies pride themselves on.</p>\n<p>Both companies also have a long history with the U.S. government. Through its wholly-owned subsidiary BlackBerry Government Solutions headquartered in Washington D.C., BlackBerry provides an end-to-end software stack that protects the data of nearly every federal department. More than&nbsp;70% of all federal employees use devices that are protected by BlackBerry’s crisis communication solution.</p>\n<p>Similarly, Palantir, a company that has seemed shrouded in secrecy until this year, provides software used by the U.S. Intelligence Community and the Department of Defense for counterterrorism projects. Although never officially confirmed by the company, it is widely reported that Palantir’s data-mining software was used to locate Osama Bin Laden.</p>\n<p><b>Why It Matters:</b> Recently more and more corporations, such as&nbsp;automakers, big tech companies&nbsp;and private organizations,&nbsp;have been jumping on board using&nbsp;BlackBerry and Palantir software. Both companies'&nbsp;software platforms&nbsp;can&nbsp;be used by&nbsp;a single company&nbsp;to assist in secure and safe data analytics, transfers and storage.</p>\n<p>The duo also holds partnerships with <b>Amazon.com, Inc.</b> (NASDAQ: AMZN) cloud service platform Amazon Web Services (AWS).</p>\n<p><b>BlackBerry:</b> Although BlackBerry boasts nearly two dozen different products, the three that have made the most news recently are its BlackBerry AtHoc platform and its two QNX products:&nbsp;QNX Hypervisor and QNX Real-time Operating System.</p>\n<p>On March&nbsp;9, BlackBerry announced&nbsp;it had partnered with Chinese automaker <b>Huizhou Desay SV Automotive Co Ltd</b> (SHE: 002920) to create a smart driving experience built on BlackBerry’s proprietary QNX Hypervisor system.</p>\n<p>Earlier this year BlackBerry also announced an expanded partnership with <b>Baidu Inc</b> (NASDAQ: BIDU) and with <b>Hyundai Motor Company GDR</b> (OTC: HYMTF) backed Motional, both of which use BlackBerry’s QNX software to power their systems.</p>\n<p>Blackberry also holds a partnership with <b>Microsoft Corporation</b> (NASDAQ: MSFT) which uses BlackBerry AtHoc to manage critical events on Microsoft Teams software.</p>\n<p><b>Palantir:</b> The company’s three main products are its Foundry, Gotham and Apollo platforms. On March&nbsp;11, Palantir announced a six-year partnership with Faurecia, a leading automotive technology company that will use Palantir’s Foundry platform to accelerate its digital transformation.</p>\n<p>Palantir has also partnered with mining corporation <b>Rio Tinto plc ADR</b>&nbsp;(NYSE: RIO), N95 mask producer <b><a href=\"https://laohu8.com/S/MMM\">3M</a> Co</b>&nbsp;(NYSE: MMM) and law firm <b>Akin Gump Strauss Hauer &amp; Feld</b>. All&nbsp;use Palantir’s Foundry platform for data integration.</p>\n<p><b>Why It Matters:</b> The disruptive capabilities of BlackBerry and Palantir&nbsp;have only begun to surface and investors can safely bet on more partnership announcements to come.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir And BlackBerry: 2 Disruptors Trying To Power All Things</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\">\nPalantir And BlackBerry: 2 Disruptors Trying To Power All Things\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-03-15 14:52</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><img src=\"https://static.tigerbbs.com/c796cd6b0607fcd0852a3af4eab0f4aa\" tg-width=\"600\" tg-height=\"400\" referrerpolicy=\"no-referrer\"></p>\n<p><b>Palantir Technologies Inc</b> (NYSE: PLTR) and <b>BlackBerry Ltd</b>&nbsp;(NYSE: BB) have each snagged a slew of partnerships over the past year, disrupting the technology space and putting them in the spotlight as true growth companies.</p>\n<p><b>What Happened:</b> Although both companies&nbsp;have been in business for years -- Palantir was founded in 2003, BlackBerry in 1984 —&nbsp;their proprietary technology has become increasingly sought after by numerous companies across many major sectors.</p>\n<p>The companies have a lot in common too. Each company's&nbsp;platforms have disrupted the technology space by changing the course of how other businesses operate. The companies they&nbsp;partner with&nbsp;plug their own technology into Palantir and BlackBerry’s platforms&nbsp;and together create&nbsp;systems that are not only user-friendly but&nbsp;also completely&nbsp;safe and secure, something both companies pride themselves on.</p>\n<p>Both companies also have a long history with the U.S. government. Through its wholly-owned subsidiary BlackBerry Government Solutions headquartered in Washington D.C., BlackBerry provides an end-to-end software stack that protects the data of nearly every federal department. More than&nbsp;70% of all federal employees use devices that are protected by BlackBerry’s crisis communication solution.</p>\n<p>Similarly, Palantir, a company that has seemed shrouded in secrecy until this year, provides software used by the U.S. Intelligence Community and the Department of Defense for counterterrorism projects. Although never officially confirmed by the company, it is widely reported that Palantir’s data-mining software was used to locate Osama Bin Laden.</p>\n<p><b>Why It Matters:</b> Recently more and more corporations, such as&nbsp;automakers, big tech companies&nbsp;and private organizations,&nbsp;have been jumping on board using&nbsp;BlackBerry and Palantir software. Both companies'&nbsp;software platforms&nbsp;can&nbsp;be used by&nbsp;a single company&nbsp;to assist in secure and safe data analytics, transfers and storage.</p>\n<p>The duo also holds partnerships with <b>Amazon.com, Inc.</b> (NASDAQ: AMZN) cloud service platform Amazon Web Services (AWS).</p>\n<p><b>BlackBerry:</b> Although BlackBerry boasts nearly two dozen different products, the three that have made the most news recently are its BlackBerry AtHoc platform and its two QNX products:&nbsp;QNX Hypervisor and QNX Real-time Operating System.</p>\n<p>On March&nbsp;9, BlackBerry announced&nbsp;it had partnered with Chinese automaker <b>Huizhou Desay SV Automotive Co Ltd</b> (SHE: 002920) to create a smart driving experience built on BlackBerry’s proprietary QNX Hypervisor system.</p>\n<p>Earlier this year BlackBerry also announced an expanded partnership with <b>Baidu Inc</b> (NASDAQ: BIDU) and with <b>Hyundai Motor Company GDR</b> (OTC: HYMTF) backed Motional, both of which use BlackBerry’s QNX software to power their systems.</p>\n<p>Blackberry also holds a partnership with <b>Microsoft Corporation</b> (NASDAQ: MSFT) which uses BlackBerry AtHoc to manage critical events on Microsoft Teams software.</p>\n<p><b>Palantir:</b> The company’s three main products are its Foundry, Gotham and Apollo platforms. On March&nbsp;11, Palantir announced a six-year partnership with Faurecia, a leading automotive technology company that will use Palantir’s Foundry platform to accelerate its digital transformation.</p>\n<p>Palantir has also partnered with mining corporation <b>Rio Tinto plc ADR</b>&nbsp;(NYSE: RIO), N95 mask producer <b><a href=\"https://laohu8.com/S/MMM\">3M</a> Co</b>&nbsp;(NYSE: MMM) and law firm <b>Akin Gump Strauss Hauer &amp; Feld</b>. All&nbsp;use Palantir’s Foundry platform for data integration.</p>\n<p><b>Why It Matters:</b> The disruptive capabilities of BlackBerry and Palantir&nbsp;have only begun to surface and investors can safely bet on more partnership announcements to come.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BB":"黑莓","PLTR":"Palantir Technologies Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2119961532","content_text":"Palantir Technologies Inc (NYSE: PLTR) and BlackBerry Ltd (NYSE: BB) have each snagged a slew of partnerships over the past year, disrupting the technology space and putting them in the spotlight as true growth companies.\nWhat Happened: Although both companies have been in business for years -- Palantir was founded in 2003, BlackBerry in 1984 — their proprietary technology has become increasingly sought after by numerous companies across many major sectors.\nThe companies have a lot in common too. Each company's platforms have disrupted the technology space by changing the course of how other businesses operate. The companies they partner with plug their own technology into Palantir and BlackBerry’s platforms and together create systems that are not only user-friendly but also completely safe and secure, something both companies pride themselves on.\nBoth companies also have a long history with the U.S. government. Through its wholly-owned subsidiary BlackBerry Government Solutions headquartered in Washington D.C., BlackBerry provides an end-to-end software stack that protects the data of nearly every federal department. More than 70% of all federal employees use devices that are protected by BlackBerry’s crisis communication solution.\nSimilarly, Palantir, a company that has seemed shrouded in secrecy until this year, provides software used by the U.S. Intelligence Community and the Department of Defense for counterterrorism projects. Although never officially confirmed by the company, it is widely reported that Palantir’s data-mining software was used to locate Osama Bin Laden.\nWhy It Matters: Recently more and more corporations, such as automakers, big tech companies and private organizations, have been jumping on board using BlackBerry and Palantir software. Both companies' software platforms can be used by a single company to assist in secure and safe data analytics, transfers and storage.\nThe duo also holds partnerships with Amazon.com, Inc. (NASDAQ: AMZN) cloud service platform Amazon Web Services (AWS).\nBlackBerry: Although BlackBerry boasts nearly two dozen different products, the three that have made the most news recently are its BlackBerry AtHoc platform and its two QNX products: QNX Hypervisor and QNX Real-time Operating System.\nOn March 9, BlackBerry announced it had partnered with Chinese automaker Huizhou Desay SV Automotive Co Ltd (SHE: 002920) to create a smart driving experience built on BlackBerry’s proprietary QNX Hypervisor system.\nEarlier this year BlackBerry also announced an expanded partnership with Baidu Inc (NASDAQ: BIDU) and with Hyundai Motor Company GDR (OTC: HYMTF) backed Motional, both of which use BlackBerry’s QNX software to power their systems.\nBlackberry also holds a partnership with Microsoft Corporation (NASDAQ: MSFT) which uses BlackBerry AtHoc to manage critical events on Microsoft Teams software.\nPalantir: The company’s three main products are its Foundry, Gotham and Apollo platforms. On March 11, Palantir announced a six-year partnership with Faurecia, a leading automotive technology company that will use Palantir’s Foundry platform to accelerate its digital transformation.\nPalantir has also partnered with mining corporation Rio Tinto plc ADR (NYSE: RIO), N95 mask producer 3M Co (NYSE: MMM) and law firm Akin Gump Strauss Hauer & Feld. All use Palantir’s Foundry platform for data integration.\nWhy It Matters: The disruptive capabilities of BlackBerry and Palantir have only begun to surface and investors can safely bet on more partnership announcements to come.","news_type":1},"isVote":1,"tweetType":1,"viewCount":182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329039004,"gmtCreate":1615186520008,"gmtModify":1703485351682,"author":{"id":"3577331412124275","authorId":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577331412124275","authorIdStr":"3577331412124275"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329039004","repostId":"2117651365","repostType":4,"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":329030064,"gmtCreate":1615186441158,"gmtModify":1703485350122,"author":{"id":"3577331412124275","authorId":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577331412124275","authorIdStr":"3577331412124275"},"themes":[],"htmlText":"Pls share more roblox prospect","listText":"Pls share more roblox prospect","text":"Pls share more roblox prospect","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329030064","repostId":"2117651365","repostType":4,"isVote":1,"tweetType":1,"viewCount":227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":887041791,"gmtCreate":1631949446713,"gmtModify":1632805120928,"author":{"id":"3577331412124275","authorId":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577331412124275","authorIdStr":"3577331412124275"},"themes":[],"htmlText":"Sharing which I think is current situation","listText":"Sharing which I think is current situation","text":"Sharing which I think is current situation","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/887041791","repostId":"1171558890","repostType":4,"repost":{"id":"1171558890","pubTimestamp":1631921912,"share":"https://www.laohu8.com/m/news/1171558890?lang=&edition=full","pubTime":"2021-09-18 07:38","market":"us","language":"en","title":"US IPO Week Ahead: Software, consumer products, and payment tech lead a diverse 14 IPO week","url":"https://stock-news.laohu8.com/highlight/detail?id=1171558890","media":"renaissancecap...","summary":"Summer may be over, but the IPO market is just heating up as 14 IPOs are slated to raise $5.3 billio","content":"<p>Summer may be over, but the IPO market is just heating up as 14 IPOs are slated to raise $5.3 billion in the week ahead. The diverse group includes software, consumer products, payment technology, and more.</p>\n<p>The largest deal of the week,<b>Freshworks</b>(FRSH) plans to raise $855 million at a $9.6 billion market cap. The company’s core product is its customer support software, and it also offers IT service management software and a nascent competitor to CRM solutions. While losses are expected to increase with S&amp;M spending, Freshworks has delivered solid growth and 100%+ net dollar-based revenue retention as of 6/30/21.</p>\n<p>Canadian consumer products company&nbsp;<b>Knowlton Development</b>(KDC) plans to raise $800 million at a $3.1 billion market cap. Over the past three years, Knowlton has been responsible for co-developing 9,000+ products across a variety of categories, and its products are sold by its brand partners in 70+ countries. Despite using offering proceeds to pay down debt, Knowlton will be leveraged post-IPO.</p>\n<p>Restaurant payment processor&nbsp;<b>Toast</b>(TOST) plans to raise $685 million at a $17.9 billion market cap. Toast provides a suite of integrated payment and software solutions that are designed to streamline restaurant operations. The company grew ARR over 100% in the 1H21, though it has historically been unprofitable, and growth could slow as tailwinds from restaurants reopening abate.</p>\n<p>Global money transfer firm&nbsp;<b>Remitly Global</b>(RELY) plans to raise $487 million at a $7.5 billion market cap. Remitly provides digital financial services for immigrants and their families in over 135 countries, and it has expanded its core cross-border remittance product to over 1,700 corridors worldwide. The company has demonstrated growth and margin improvement, though it remains unprofitable.</p>\n<p>Software firm&nbsp;<b>Clearwater Analytics</b>(CWAN) plans to raise $450 million at a $3.7 billion market cap. Clearwater provides its 1,000+ clients with cloud-native software that allows them to simplify their investment accounting operations, and the company has a 100% recurring revenue model. A new investor and certain existing shareholders intend to purchase $150 million worth of shares in the IPO.</p>\n<p>Food company&nbsp;<b>Sovos Brands</b>(SOVO) plans to raise $350 million at a $1.5 billion market cap. Formed by Advent International, Sovos Brands offers a select group of acquired premium food brands. According to the company, its largest brand of products, Rao's, included the #1 selling SKU in the pasta and pizza sauce category. Profitable with solid growth, Sovos will be leveraged post-IPO.</p>\n<p>Customer engagement software provider&nbsp;<b>EngageSmart</b>(ESMT) plans to raise $349 million at a $4.1 billion market cap. The company provides software that simplifies online workflows like paperless billing, electronic payment processing, scheduling, and client communication. While growth may slow post-pandemic, EngageSmart has a sticky customer based and a long track record of profitability.</p>\n<p>Hiring solutions provider&nbsp;<b>Sterling Check</b>(STER) plans to raise $300 million at a $2.1 billion market cap. Sterling is one of the leading US providers of background checks for corporate and government customers. The company serves more than 50% of the Fortune 100, often with exclusive contracts, though it operates in a highly competitive market.</p>\n<p>Jewelry retailer&nbsp;<b>Brilliant Earth Group</b>(BRLT) plans to raise $250 million at a $1.4 billion. Brilliant Earth is a digital-first jewelry company and a global leader in ethically sourced fine jewelry. The company has sold to consumers in all US states and over 50 countries, and has served over 370,000 customers through its e-commerce platform and 13 showrooms.</p>\n<p>Online fashion platform&nbsp;<b>a.k.a. Brands</b>(AKA) plans to raise $250 million at a $2.3 billion market cap. a.k.a. acquires digitally-focused fashion brands oriented toward millennial and Gen Z consumers, starting with its acquisition of Princess Polly in 2018. The company has successfully expanded Princess Polly and has a long runway to grow its brands in the US, but its M&amp;A strategy carries execution risk.</p>\n<p>COVID-19 test maker&nbsp;<b>Cue Health</b>(HLTH) plans to raise $200 million at a $2.4 billion market cap. Cue’s first commercially available diagnostic test for use with its Cue Health Monitoring System is its COVID-19 Test Kit, which has been authorized by two EUAs. Cue has five additional Test Kits in late-stage technical development, for which it expects to begin seeking FDA authorization or clearance in the 2H22.</p>\n<p>London-listed crypto mining company&nbsp;<b>Argo Blockchain</b>(ARBK) plans to raise $138 million at an $855 million market cap. Argo states that it is a leading blockchain technology company focused on large-scale mining of Bitcoin and other cryptocurrencies. Argo has a fleet of more than 21,000 purpose-built computers (mining machines) and can generate more than 1,075 petahash per second.</p>\n<p>Personalized supplements seller&nbsp;<b>Thorne Healthtech</b>(THRN) plans to raise $126 million at an $892 million market cap. The company’s vertically integrated brands, Thorne and Onegevity, provide actionable insights and personalized data, products, and services. Profitable with strong growth, Thorne has a base of more than 3 million customers.</p>\n<p>Canadian bank&nbsp;<b>VersaBank</b>(VBNK) plans to raise $50 million at a $269 million market cap. VersaBank is a Canadian Schedule I chartered bank and states that it is one of the world's first fully digital financial institutions. As of July 31, 2021, VersaBank had $1.8 billion in assets, $1.6 billion in loans, $1.5 billion in deposits, and $202 million in stockholders' equity.</p>","source":"lsy1619493174116","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>US IPO Week Ahead: Software, consumer products, and payment tech lead a diverse 14 IPO 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\">\nUS IPO Week Ahead: Software, consumer products, and payment tech lead a diverse 14 IPO week\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-18 07:38 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.renaissancecapital.com/IPO-Center/News/86272/US-IPO-Week-Ahead-Software-consumer-products-and-payment-tech-lead-a-divers><strong>renaissancecap...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summer may be over, but the IPO market is just heating up as 14 IPOs are slated to raise $5.3 billion in the week ahead. The diverse group includes software, consumer products, payment technology, and...</p>\n\n<a href=\"https://www.renaissancecapital.com/IPO-Center/News/86272/US-IPO-Week-Ahead-Software-consumer-products-and-payment-tech-lead-a-divers\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AKA":"a.k.a. Brands Holding Corp.","TOST":"Toast, Inc.","HLTH":"Cue Health Inc.","RELY":"Remitly Global, Inc.","SOVO":"Sovos Brands, Inc.","FRSH":"Freshworks","CWAN":"Clearwater Analytics Holdings, Inc.","BRLT":"Brilliant Earth Group, Inc.","STER":"Sterling Check Corp.","THRN":"Thorne Healthtech","ESMT":"EngageSmart Inc.","ARBK":"Argo Blockchain Plc"},"source_url":"https://www.renaissancecapital.com/IPO-Center/News/86272/US-IPO-Week-Ahead-Software-consumer-products-and-payment-tech-lead-a-divers","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171558890","content_text":"Summer may be over, but the IPO market is just heating up as 14 IPOs are slated to raise $5.3 billion in the week ahead. The diverse group includes software, consumer products, payment technology, and more.\nThe largest deal of the week,Freshworks(FRSH) plans to raise $855 million at a $9.6 billion market cap. The company’s core product is its customer support software, and it also offers IT service management software and a nascent competitor to CRM solutions. While losses are expected to increase with S&M spending, Freshworks has delivered solid growth and 100%+ net dollar-based revenue retention as of 6/30/21.\nCanadian consumer products company Knowlton Development(KDC) plans to raise $800 million at a $3.1 billion market cap. Over the past three years, Knowlton has been responsible for co-developing 9,000+ products across a variety of categories, and its products are sold by its brand partners in 70+ countries. Despite using offering proceeds to pay down debt, Knowlton will be leveraged post-IPO.\nRestaurant payment processor Toast(TOST) plans to raise $685 million at a $17.9 billion market cap. Toast provides a suite of integrated payment and software solutions that are designed to streamline restaurant operations. The company grew ARR over 100% in the 1H21, though it has historically been unprofitable, and growth could slow as tailwinds from restaurants reopening abate.\nGlobal money transfer firm Remitly Global(RELY) plans to raise $487 million at a $7.5 billion market cap. Remitly provides digital financial services for immigrants and their families in over 135 countries, and it has expanded its core cross-border remittance product to over 1,700 corridors worldwide. The company has demonstrated growth and margin improvement, though it remains unprofitable.\nSoftware firm Clearwater Analytics(CWAN) plans to raise $450 million at a $3.7 billion market cap. Clearwater provides its 1,000+ clients with cloud-native software that allows them to simplify their investment accounting operations, and the company has a 100% recurring revenue model. A new investor and certain existing shareholders intend to purchase $150 million worth of shares in the IPO.\nFood company Sovos Brands(SOVO) plans to raise $350 million at a $1.5 billion market cap. Formed by Advent International, Sovos Brands offers a select group of acquired premium food brands. According to the company, its largest brand of products, Rao's, included the #1 selling SKU in the pasta and pizza sauce category. Profitable with solid growth, Sovos will be leveraged post-IPO.\nCustomer engagement software provider EngageSmart(ESMT) plans to raise $349 million at a $4.1 billion market cap. The company provides software that simplifies online workflows like paperless billing, electronic payment processing, scheduling, and client communication. While growth may slow post-pandemic, EngageSmart has a sticky customer based and a long track record of profitability.\nHiring solutions provider Sterling Check(STER) plans to raise $300 million at a $2.1 billion market cap. Sterling is one of the leading US providers of background checks for corporate and government customers. The company serves more than 50% of the Fortune 100, often with exclusive contracts, though it operates in a highly competitive market.\nJewelry retailer Brilliant Earth Group(BRLT) plans to raise $250 million at a $1.4 billion. Brilliant Earth is a digital-first jewelry company and a global leader in ethically sourced fine jewelry. The company has sold to consumers in all US states and over 50 countries, and has served over 370,000 customers through its e-commerce platform and 13 showrooms.\nOnline fashion platform a.k.a. Brands(AKA) plans to raise $250 million at a $2.3 billion market cap. a.k.a. acquires digitally-focused fashion brands oriented toward millennial and Gen Z consumers, starting with its acquisition of Princess Polly in 2018. The company has successfully expanded Princess Polly and has a long runway to grow its brands in the US, but its M&A strategy carries execution risk.\nCOVID-19 test maker Cue Health(HLTH) plans to raise $200 million at a $2.4 billion market cap. Cue’s first commercially available diagnostic test for use with its Cue Health Monitoring System is its COVID-19 Test Kit, which has been authorized by two EUAs. Cue has five additional Test Kits in late-stage technical development, for which it expects to begin seeking FDA authorization or clearance in the 2H22.\nLondon-listed crypto mining company Argo Blockchain(ARBK) plans to raise $138 million at an $855 million market cap. Argo states that it is a leading blockchain technology company focused on large-scale mining of Bitcoin and other cryptocurrencies. Argo has a fleet of more than 21,000 purpose-built computers (mining machines) and can generate more than 1,075 petahash per second.\nPersonalized supplements seller Thorne Healthtech(THRN) plans to raise $126 million at an $892 million market cap. The company’s vertically integrated brands, Thorne and Onegevity, provide actionable insights and personalized data, products, and services. Profitable with strong growth, Thorne has a base of more than 3 million customers.\nCanadian bank VersaBank(VBNK) plans to raise $50 million at a $269 million market cap. VersaBank is a Canadian Schedule I chartered bank and states that it is one of the world's first fully digital financial institutions. As of July 31, 2021, VersaBank had $1.8 billion in assets, $1.6 billion in loans, $1.5 billion in deposits, and $202 million in stockholders' equity.","news_type":1},"isVote":1,"tweetType":1,"viewCount":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":837191372,"gmtCreate":1629861751196,"gmtModify":1631889549931,"author":{"id":"3577331412124275","authorId":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577331412124275","authorIdStr":"3577331412124275"},"themes":[],"htmlText":"My first post","listText":"My first post","text":"My first post","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837191372","repostId":"837105215","repostType":1,"repost":{"id":837105215,"gmtCreate":1629861355237,"gmtModify":1631889549933,"author":{"id":"3577331412124275","authorId":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577331412124275","authorIdStr":"3577331412124275"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>&nbsp;apple is the king, who can compete me?? Show me一日一苹果医生远离我","listText":"<a href=\"https://laohu8.com/S/AAPL\">$Apple(AAPL)$</a>&nbsp;apple is the king, who can compete me?? Show me一日一苹果医生远离我","text":"$Apple(AAPL)$ apple is the king, who can compete me?? Show me一日一苹果医生远离我","images":[{"img":"https://static.tigerbbs.com/208d1cb1a378fe3d54affb3a088ecad3","width":"1200","height":"2133"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/837105215","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":316,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":862450861,"gmtCreate":1632904731865,"gmtModify":1632904732047,"author":{"id":"3577331412124275","authorId":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577331412124275","authorIdStr":"3577331412124275"},"themes":[],"htmlText":"Yes","listText":"Yes","text":"Yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862450861","repostId":"862427031","repostType":1,"repost":{"id":862427031,"gmtCreate":1632904607874,"gmtModify":1633960137125,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"美光Q4：最强半导体周期股将迎来逆风？","htmlText":"全球最大的存储芯片巨头美光科技在昨晚发布2021财年Q4（截止9月2日）财报，从营收和净利润上看，统统超出市场预期，但财报发布之后，美光股价一度重挫近8%！发生了什么？原来，虽然美光Q4财报亮眼，但存储芯片有巨大的周期属性，在过去的一年，受益于疫情推动居家办公、云服务需求暴涨，推升了美光业绩。然而，随着半导体供应链吃紧，部分零部件出现短缺，进而影响到PC厂商的需求，市场担忧美光会在明年陷入困局。市场的担忧并不为过，历史上看，美光业绩波动剧烈，业绩难以琢磨，稍有不慎，股价便是腰斩，将存储芯片称之为半导体最强周期股毫不为过！在Q4财报中，美光透露PC客户受到供应链短缺危机，影响到存储芯片的需求，预计2022年PC销量同比低个位数增长，而2021年是两位数的增长。目前，分析师和管理层的分歧在于，PC需求是短期下滑还是新的拐点形成，前者认为需要更多的数据验证，而管理层则认为PC客户遇到的问题会在几个月后得到解决。未来的事情，谁能说得准，不如从Q4财报着手，于细微处见真章。美光Q4营收82.74亿美元，同比增长36.6%，超出市场预期的82.24亿；净利润Q4斩获27.2亿美元，超出市场预期的25.63亿。公司认为，Q4实现了强劲的盈利能力和美光历史上第二高的季度收入！分部来看，动态随机存取存储器(DRAM)营收60.91亿美元，同比增长39%，占总营收的比重达到74%；计算机闪存设备（NAND）营收19.71亿美元，同比增长28.8%。与Q3相比，DRAM和NAND在销量上仅保持了低个位数增长，带动营收增速更多的是靠单价提升（ASP），Q4，DRAM和NAND都有中高个位数百分比的增长。从商业应用上看，计算和网络Q4营收37.94亿美元，同比增长26%；移动（MBU）营收18.92亿美元，同比增长29%；存储（SBU）营收12.03亿美元，同比增长32%；最惊艳的分部来自嵌入式（E","listText":"全球最大的存储芯片巨头美光科技在昨晚发布2021财年Q4（截止9月2日）财报，从营收和净利润上看，统统超出市场预期，但财报发布之后，美光股价一度重挫近8%！发生了什么？原来，虽然美光Q4财报亮眼，但存储芯片有巨大的周期属性，在过去的一年，受益于疫情推动居家办公、云服务需求暴涨，推升了美光业绩。然而，随着半导体供应链吃紧，部分零部件出现短缺，进而影响到PC厂商的需求，市场担忧美光会在明年陷入困局。市场的担忧并不为过，历史上看，美光业绩波动剧烈，业绩难以琢磨，稍有不慎，股价便是腰斩，将存储芯片称之为半导体最强周期股毫不为过！在Q4财报中，美光透露PC客户受到供应链短缺危机，影响到存储芯片的需求，预计2022年PC销量同比低个位数增长，而2021年是两位数的增长。目前，分析师和管理层的分歧在于，PC需求是短期下滑还是新的拐点形成，前者认为需要更多的数据验证，而管理层则认为PC客户遇到的问题会在几个月后得到解决。未来的事情，谁能说得准，不如从Q4财报着手，于细微处见真章。美光Q4营收82.74亿美元，同比增长36.6%，超出市场预期的82.24亿；净利润Q4斩获27.2亿美元，超出市场预期的25.63亿。公司认为，Q4实现了强劲的盈利能力和美光历史上第二高的季度收入！分部来看，动态随机存取存储器(DRAM)营收60.91亿美元，同比增长39%，占总营收的比重达到74%；计算机闪存设备（NAND）营收19.71亿美元，同比增长28.8%。与Q3相比，DRAM和NAND在销量上仅保持了低个位数增长，带动营收增速更多的是靠单价提升（ASP），Q4，DRAM和NAND都有中高个位数百分比的增长。从商业应用上看，计算和网络Q4营收37.94亿美元，同比增长26%；移动（MBU）营收18.92亿美元，同比增长29%；存储（SBU）营收12.03亿美元，同比增长32%；最惊艳的分部来自嵌入式（E","text":"全球最大的存储芯片巨头美光科技在昨晚发布2021财年Q4（截止9月2日）财报，从营收和净利润上看，统统超出市场预期，但财报发布之后，美光股价一度重挫近8%！发生了什么？原来，虽然美光Q4财报亮眼，但存储芯片有巨大的周期属性，在过去的一年，受益于疫情推动居家办公、云服务需求暴涨，推升了美光业绩。然而，随着半导体供应链吃紧，部分零部件出现短缺，进而影响到PC厂商的需求，市场担忧美光会在明年陷入困局。市场的担忧并不为过，历史上看，美光业绩波动剧烈，业绩难以琢磨，稍有不慎，股价便是腰斩，将存储芯片称之为半导体最强周期股毫不为过！在Q4财报中，美光透露PC客户受到供应链短缺危机，影响到存储芯片的需求，预计2022年PC销量同比低个位数增长，而2021年是两位数的增长。目前，分析师和管理层的分歧在于，PC需求是短期下滑还是新的拐点形成，前者认为需要更多的数据验证，而管理层则认为PC客户遇到的问题会在几个月后得到解决。未来的事情，谁能说得准，不如从Q4财报着手，于细微处见真章。美光Q4营收82.74亿美元，同比增长36.6%，超出市场预期的82.24亿；净利润Q4斩获27.2亿美元，超出市场预期的25.63亿。公司认为，Q4实现了强劲的盈利能力和美光历史上第二高的季度收入！分部来看，动态随机存取存储器(DRAM)营收60.91亿美元，同比增长39%，占总营收的比重达到74%；计算机闪存设备（NAND）营收19.71亿美元，同比增长28.8%。与Q3相比，DRAM和NAND在销量上仅保持了低个位数增长，带动营收增速更多的是靠单价提升（ASP），Q4，DRAM和NAND都有中高个位数百分比的增长。从商业应用上看，计算和网络Q4营收37.94亿美元，同比增长26%；移动（MBU）营收18.92亿美元，同比增长29%；存储（SBU）营收12.03亿美元，同比增长32%；最惊艳的分部来自嵌入式（E","images":[{"img":"https://static.tigerbbs.com/e44e9d1edfe280175f924e8e895f59c0","width":"688","height":"398"},{"img":"https://static.tigerbbs.com/eda595eaba0c02b3c3c349f9df1f0099","width":"688","height":"388"},{"img":"https://static.tigerbbs.com/e17f93dc942cd063c9853c3de63057bd","width":"688","height":"163"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862427031","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":868638139,"gmtCreate":1632637022721,"gmtModify":1632647617461,"author":{"id":"3577331412124275","authorId":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577331412124275","authorIdStr":"3577331412124275"},"themes":[],"htmlText":"Agreed&nbsp;","listText":"Agreed&nbsp;","text":"Agreed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/868638139","repostId":"2170123156","repostType":2,"repost":{"id":"2170123156","weMediaInfo":{"introduction":"最有深度的半导体新媒体，实讯、专业、原创、深度，30万半导体精英关注！专注观察全球半导体最新资讯、技术前沿、发展趋势。《摩尔精英》《中国集成电路》共同出品，欢迎订阅摩尔旗下公众号：摩尔精英、摩尔芯闻、摩尔App","home_visible":1,"media_name":"半导体行业观察","id":"1099700132","head_image":"https://static.tigerbbs.com/705285f8deea4d7b8e48df7848a67868"},"pubTimestamp":1632628723,"share":"https://www.laohu8.com/m/news/2170123156?lang=&edition=full","pubTime":"2021-09-26 11:58","market":"us","language":"zh","title":"芯片缺货究竟还要持续多久？","url":"https://stock-news.laohu8.com/highlight/detail?id=2170123156","media":"半导体行业观察","summary":"现在，跨国公司的领导人和高管对半导体的全球性短缺表示担忧，因为这已经形象到许多国家的生产和销售，且似乎看不到被解决的迹象。\n自大流行的最初几个月以来，许多公司都强调了他们对该问题的担忧。芯片供不应求，","content":"<p>现在，跨国公司的领导人和高管对半导体的全球性短缺表示担忧，因为这已经形象到许多国家的生产和销售，且似乎看不到被解决的迹象。</p>\n<p>自大流行的最初几个月以来，许多公司都强调了他们对该问题的担忧。芯片供不应求，全球许多汽车制造商和消费电子公司都表示，生产将受到影响。</p>\n<p>“预计这种不可预见的情况不会很快得到改善，供应限制可能会持续到 2023 年。尽管公司正在努力提高产能，但在达成解决方案之前，问题可能会恶化。”</p>\n<p><a href=\"https://laohu8.com/S/INTC\">英特尔</a>首席执行官帕特·盖尔辛格 (Pat Gelsinger) 最近警告说，最糟糕的情况尚未到来。他告诉 BBC，供应恢复正常还需要“一两年”时间。</p>\n<p>虽然解决问题并非不可能，但将是一项艰巨而长期的任务。</p>\n<p>是什么导致了半导体短缺?</p>\n<p>半导体或芯片具有介于导体和绝缘体之间的特性。它们通常由硅制成，用于为各种设备供电——例如汽车、笔记本电脑、智能手机、家用电器和游戏机，就是典型的应用场景。</p>\n<p>这些微小的物体执行许多功能，例如为显示器供电和传输数据。因此，供应紧缩会对汽车、冰箱、笔记本电脑、电视和其他电子设备的销售产生影响。</p>\n<p>但芯片制造产能不能在短时间内增加。正如一份报告指出的那样，制造芯片是一个需要数月时间的复杂过程。</p>\n<p>报告称：“制造芯片通常需要三个多月的时间，涉及大型工厂、无尘室、价值数百万美元的机器、熔锡和激光器。”</p>\n<p><a href=\"https://laohu8.com/S/TSM\">台积电</a>是全球最大的代工芯片制造商，其客户包括<a href=\"https://laohu8.com/S/QCOM\">高通</a>、Nivdia和<a href=\"https://laohu8.com/S/AAPL\">苹果</a>。它持有制造芯片代工业务的 56%。</p>\n<p>大流行期间电子设备的销售激增，对半导体产生了巨大的需求。但 COVID-19 并不是短缺背后的唯一因素。</p>\n<p>问题有多严重?</p>\n<p>由于不能一蹴而就，芯片厂商需要很长时间才能赶上需求。</p>\n<p>Gartner 在 5 月份发布的一份报告估计，各类设备的芯片短缺可能会持续到 2022 年第二季度。</p>\n<p>Gartner 首席研究分析师 Kanishka Chauhan 表示：“半导体短缺将严重扰乱供应链，并会在 2021 年限制许多电子设备类型的生产。代工厂正在提高晶圆价格，反过来，芯片公司也在提高产品价格。”</p>\n<p><img src=\"https://static.tigerbbs.com/e94bf3631f023f8c925ed64cbb18e90a\" tg-width=\"868\" tg-height=\"563\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>一份报告指出，芯片交货时间，即从订购半导体到交货之间的时间，从 7 月的 6 周上升至 8 月的创纪录的 21 周。</p>\n<p>一些顶级汽车零部件供应商告诉 Moneycontrol，半导体短缺将从2022 年 1 月开始缓解。总部位于哥印拜陀的一级零件制造商 Pricol 的董事总经理 Vikram Mohan 表示，今年年初供应紧缩情况恶化。</p>\n<p>“从 2021 年 1 月开始，问题只会变得更糟。现在，就短缺和生产损失而言，我们可能正处于顶峰。我们认为，对于该行业来说，第二季度和第三季度将非常困难。我们相信，从1 月份，随着明年 8 月至 9 月的进一步宽松政策，压力将有所缓解，”Mohan说。</p>\n<p>汽车生产受到冲击</p>\n<p>由于半导体短缺，一些国内和全球汽车制造商不得不减产和/或暂时停产。增加汽车行业的麻烦。该行业已经因 COVID 引起的中断而受到伤害。随之而来的生产中断只会延迟该行业的复苏。</p>\n<p>根据印度汽车制造商协会 (SIAM) 的数据，8 月份印度汽车批发量同比下降 11%。</p>\n<p>由于半导体供应短缺，印度最大的汽车制造商 Maruti Suzuki 将在 9 月份减产 60%。</p>\n<p>Mahindra 和 Mahindra M&amp;M 表示，由于半导体短缺，它将在 9 月份减产 20-25%。该汽车制造商将在本月在其汽车工厂观察七个“无生产日”。</p>\n<p>SIAM 总裁 Kenichi Ayukawa 最近表示，虽然芯片短缺具有挑战性，但它确实为印度汽车行业提供了机会。</p>\n<p>Ayukawa 还是 Maruti Suzuki India 的董事总经理兼首席执行官。</p>\n<p>“虽然半导体短缺似乎是一个挑战，但它也带来了机遇。当然，半导体制造需要非常大的投资。单靠印度汽车产业并不能保证这种半导体项目投资的完全可行性。因此，有需要跨部门整合，”Ayukawa 说，正如 PTI 所引述的那样。</p>\n<p>在即将到来的印度节日期间，半导体短缺很可能会影响销售。</p>\n<p>电动汽车 (EV) 制造商<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在 8 月宣布，它正在开发一种“Dojo”芯片，用于在数据中心训练人工智能网络。特斯拉首席执行官埃隆马斯克表示，Dojo 芯片应该会在明年投入使用。</p>\n<p>其他汽车制造商最终是否也会开发和/或制造自己的芯片还有待观察。</p>\n<p>对电子产品生产的影响</p>\n<p>笔记本电脑、平板电脑、智能手机和其他电子设备的生产也受到半导体短缺的影响。</p>\n<p>在与分析师的财报电话会议上，苹果首席执行官蒂姆库克曾表示，“供应限制将损害 iPad 和 iPhone 的销售。库克表示，短缺的不是高性能处理器，而是“传统节点”，即执行驱动显示器或解码音频等功能的芯片，这些芯片可以使用旧设备制造。</p>\n<p><a href=\"https://laohu8.com/S/CSCO\">思科</a>印度和南盟新任总裁 Daisy Chittilapilly 最近告诉 Moneycontrol，芯片短缺问题“非常真实”。</p>\n<p>Chittilapilly 说：“我们是最早在今年年初开始发出警告的公司之一，称半导体问题非常真实，我们还需要一段时间才能摆脱它。”</p>\n<p>“我们非常透明地告诉我们的合作伙伴和客户，我们正陷入困境。因此，由于这个问题，该行业陷入了困境，”她说。</p>\n<p>韩国最大的企业集团三星集团在 8 月份曾表示，将在未来三年内投资 240 万亿韩元(2060 亿美元)，以扩大其在生物制药、人工智能、半导体和<a href=\"https://laohu8.com/S/300024\">机器人</a>领域的影响力。</p>\n<p>该公司还谈到了芯片产业在韩国经济中的重要性。</p>\n<p><a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>在一份声明中表示：“芯片行业是韩国经济的安全板……从某种意义上说，我们激进的投资是一种生存策略，一旦我们失去竞争力，就几乎不可能卷土重来。”</p>\n<p>许多科技公司已经开始开发自己的芯片，此举不仅可以缓解当前的供应担忧，而且从长远来看可能会对该行业有所帮助。苹果正在其新款 iPad 和 Mac 中使用自己的 M1 芯片。Nikkei Asia 的一份报告表明，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>正在开发自己的中央处理器，从 2023 年开始，该处理器将用于其 Chromebook 笔记本电脑的 CPU。</p>\n<p>政府出手相救</p>\n<p>芯片短缺现在不仅成为企业和政府之间的话题，也成为各国领导人之间的话题。西方国家已表示需要将制造业转移到本国并变得自力更生。</p>\n<p>9 月 23 日，印度总理纳伦德拉·莫迪 (Narendra Modi) 会见了高通公司首席执行官克里斯蒂亚诺·阿蒙 (Cristiano Amon)，当时后者正在访问美国。阿蒙在推特上表示，他们讨论了 5G、vRAN、数字化转型以及半导体和可靠的地理多元化供应链的重要性。</p>\n<p>总理办公室的一份声明说，他们讨论了印度电信和电子行业的投资机会，包括与生产相关的激励计划 (PLI) 计划。PM Modi 和 Amon 还谈到了印度半导体供应链的发展。</p>\n<p>电子和信息技术部(MeITy)已经制定了电子元件和半导体制造促进计划(SPECS)。</p>\n<p>在美国，拜登政府 2 万亿美元的基础设施投资计划包括用于半导体行业的 500 亿美元。</p>\n<p>美国总统乔拜登 4 月份会见了 AT&amp;T、<a href=\"https://laohu8.com/S/DELL\">戴尔</a>、福特、<a href=\"https://laohu8.com/S/GM\">通用汽车</a>、Stellantis(前菲亚特克莱斯勒)、英特尔、<a href=\"https://laohu8.com/S/NOC\">诺斯罗普格鲁曼</a>公司等公司的首席执行官。他强调美国政府需要推动该行业的投资以保持竞争优势。</p>\n<p>韩国政府宣布了一项 4510 亿美元的巨额投资，以帮助企业提高半导体产量。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>芯片缺货究竟还要持续多久？</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n芯片缺货究竟还要持续多久？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1099700132\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/705285f8deea4d7b8e48df7848a67868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">半导体行业观察 </p>\n<p class=\"h-time\">2021-09-26 11:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>现在，跨国公司的领导人和高管对半导体的全球性短缺表示担忧，因为这已经形象到许多国家的生产和销售，且似乎看不到被解决的迹象。</p>\n<p>自大流行的最初几个月以来，许多公司都强调了他们对该问题的担忧。芯片供不应求，全球许多汽车制造商和消费电子公司都表示，生产将受到影响。</p>\n<p>“预计这种不可预见的情况不会很快得到改善，供应限制可能会持续到 2023 年。尽管公司正在努力提高产能，但在达成解决方案之前，问题可能会恶化。”</p>\n<p><a href=\"https://laohu8.com/S/INTC\">英特尔</a>首席执行官帕特·盖尔辛格 (Pat Gelsinger) 最近警告说，最糟糕的情况尚未到来。他告诉 BBC，供应恢复正常还需要“一两年”时间。</p>\n<p>虽然解决问题并非不可能，但将是一项艰巨而长期的任务。</p>\n<p>是什么导致了半导体短缺?</p>\n<p>半导体或芯片具有介于导体和绝缘体之间的特性。它们通常由硅制成，用于为各种设备供电——例如汽车、笔记本电脑、智能手机、家用电器和游戏机，就是典型的应用场景。</p>\n<p>这些微小的物体执行许多功能，例如为显示器供电和传输数据。因此，供应紧缩会对汽车、冰箱、笔记本电脑、电视和其他电子设备的销售产生影响。</p>\n<p>但芯片制造产能不能在短时间内增加。正如一份报告指出的那样，制造芯片是一个需要数月时间的复杂过程。</p>\n<p>报告称：“制造芯片通常需要三个多月的时间，涉及大型工厂、无尘室、价值数百万美元的机器、熔锡和激光器。”</p>\n<p><a href=\"https://laohu8.com/S/TSM\">台积电</a>是全球最大的代工芯片制造商，其客户包括<a href=\"https://laohu8.com/S/QCOM\">高通</a>、Nivdia和<a href=\"https://laohu8.com/S/AAPL\">苹果</a>。它持有制造芯片代工业务的 56%。</p>\n<p>大流行期间电子设备的销售激增，对半导体产生了巨大的需求。但 COVID-19 并不是短缺背后的唯一因素。</p>\n<p>问题有多严重?</p>\n<p>由于不能一蹴而就，芯片厂商需要很长时间才能赶上需求。</p>\n<p>Gartner 在 5 月份发布的一份报告估计，各类设备的芯片短缺可能会持续到 2022 年第二季度。</p>\n<p>Gartner 首席研究分析师 Kanishka Chauhan 表示：“半导体短缺将严重扰乱供应链，并会在 2021 年限制许多电子设备类型的生产。代工厂正在提高晶圆价格，反过来，芯片公司也在提高产品价格。”</p>\n<p><img src=\"https://static.tigerbbs.com/e94bf3631f023f8c925ed64cbb18e90a\" tg-width=\"868\" tg-height=\"563\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>一份报告指出，芯片交货时间，即从订购半导体到交货之间的时间，从 7 月的 6 周上升至 8 月的创纪录的 21 周。</p>\n<p>一些顶级汽车零部件供应商告诉 Moneycontrol，半导体短缺将从2022 年 1 月开始缓解。总部位于哥印拜陀的一级零件制造商 Pricol 的董事总经理 Vikram Mohan 表示，今年年初供应紧缩情况恶化。</p>\n<p>“从 2021 年 1 月开始，问题只会变得更糟。现在，就短缺和生产损失而言，我们可能正处于顶峰。我们认为，对于该行业来说，第二季度和第三季度将非常困难。我们相信，从1 月份，随着明年 8 月至 9 月的进一步宽松政策，压力将有所缓解，”Mohan说。</p>\n<p>汽车生产受到冲击</p>\n<p>由于半导体短缺，一些国内和全球汽车制造商不得不减产和/或暂时停产。增加汽车行业的麻烦。该行业已经因 COVID 引起的中断而受到伤害。随之而来的生产中断只会延迟该行业的复苏。</p>\n<p>根据印度汽车制造商协会 (SIAM) 的数据，8 月份印度汽车批发量同比下降 11%。</p>\n<p>由于半导体供应短缺，印度最大的汽车制造商 Maruti Suzuki 将在 9 月份减产 60%。</p>\n<p>Mahindra 和 Mahindra M&amp;M 表示，由于半导体短缺，它将在 9 月份减产 20-25%。该汽车制造商将在本月在其汽车工厂观察七个“无生产日”。</p>\n<p>SIAM 总裁 Kenichi Ayukawa 最近表示，虽然芯片短缺具有挑战性，但它确实为印度汽车行业提供了机会。</p>\n<p>Ayukawa 还是 Maruti Suzuki India 的董事总经理兼首席执行官。</p>\n<p>“虽然半导体短缺似乎是一个挑战，但它也带来了机遇。当然，半导体制造需要非常大的投资。单靠印度汽车产业并不能保证这种半导体项目投资的完全可行性。因此，有需要跨部门整合，”Ayukawa 说，正如 PTI 所引述的那样。</p>\n<p>在即将到来的印度节日期间，半导体短缺很可能会影响销售。</p>\n<p>电动汽车 (EV) 制造商<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在 8 月宣布，它正在开发一种“Dojo”芯片，用于在数据中心训练人工智能网络。特斯拉首席执行官埃隆马斯克表示，Dojo 芯片应该会在明年投入使用。</p>\n<p>其他汽车制造商最终是否也会开发和/或制造自己的芯片还有待观察。</p>\n<p>对电子产品生产的影响</p>\n<p>笔记本电脑、平板电脑、智能手机和其他电子设备的生产也受到半导体短缺的影响。</p>\n<p>在与分析师的财报电话会议上，苹果首席执行官蒂姆库克曾表示，“供应限制将损害 iPad 和 iPhone 的销售。库克表示，短缺的不是高性能处理器，而是“传统节点”，即执行驱动显示器或解码音频等功能的芯片，这些芯片可以使用旧设备制造。</p>\n<p><a href=\"https://laohu8.com/S/CSCO\">思科</a>印度和南盟新任总裁 Daisy Chittilapilly 最近告诉 Moneycontrol，芯片短缺问题“非常真实”。</p>\n<p>Chittilapilly 说：“我们是最早在今年年初开始发出警告的公司之一，称半导体问题非常真实，我们还需要一段时间才能摆脱它。”</p>\n<p>“我们非常透明地告诉我们的合作伙伴和客户，我们正陷入困境。因此，由于这个问题，该行业陷入了困境，”她说。</p>\n<p>韩国最大的企业集团三星集团在 8 月份曾表示，将在未来三年内投资 240 万亿韩元(2060 亿美元)，以扩大其在生物制药、人工智能、半导体和<a href=\"https://laohu8.com/S/300024\">机器人</a>领域的影响力。</p>\n<p>该公司还谈到了芯片产业在韩国经济中的重要性。</p>\n<p><a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>在一份声明中表示：“芯片行业是韩国经济的安全板……从某种意义上说，我们激进的投资是一种生存策略，一旦我们失去竞争力，就几乎不可能卷土重来。”</p>\n<p>许多科技公司已经开始开发自己的芯片，此举不仅可以缓解当前的供应担忧，而且从长远来看可能会对该行业有所帮助。苹果正在其新款 iPad 和 Mac 中使用自己的 M1 芯片。Nikkei Asia 的一份报告表明，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>正在开发自己的中央处理器，从 2023 年开始，该处理器将用于其 Chromebook 笔记本电脑的 CPU。</p>\n<p>政府出手相救</p>\n<p>芯片短缺现在不仅成为企业和政府之间的话题，也成为各国领导人之间的话题。西方国家已表示需要将制造业转移到本国并变得自力更生。</p>\n<p>9 月 23 日，印度总理纳伦德拉·莫迪 (Narendra Modi) 会见了高通公司首席执行官克里斯蒂亚诺·阿蒙 (Cristiano Amon)，当时后者正在访问美国。阿蒙在推特上表示，他们讨论了 5G、vRAN、数字化转型以及半导体和可靠的地理多元化供应链的重要性。</p>\n<p>总理办公室的一份声明说，他们讨论了印度电信和电子行业的投资机会，包括与生产相关的激励计划 (PLI) 计划。PM Modi 和 Amon 还谈到了印度半导体供应链的发展。</p>\n<p>电子和信息技术部(MeITy)已经制定了电子元件和半导体制造促进计划(SPECS)。</p>\n<p>在美国，拜登政府 2 万亿美元的基础设施投资计划包括用于半导体行业的 500 亿美元。</p>\n<p>美国总统乔拜登 4 月份会见了 AT&amp;T、<a href=\"https://laohu8.com/S/DELL\">戴尔</a>、福特、<a href=\"https://laohu8.com/S/GM\">通用汽车</a>、Stellantis(前菲亚特克莱斯勒)、英特尔、<a href=\"https://laohu8.com/S/NOC\">诺斯罗普格鲁曼</a>公司等公司的首席执行官。他强调美国政府需要推动该行业的投资以保持竞争优势。</p>\n<p>韩国政府宣布了一项 4510 亿美元的巨额投资，以帮助企业提高半导体产量。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d10db85a306bb2dea16dfc318ece28fe","relate_stocks":{"TSM":"台积电"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2170123156","content_text":"现在，跨国公司的领导人和高管对半导体的全球性短缺表示担忧，因为这已经形象到许多国家的生产和销售，且似乎看不到被解决的迹象。\n自大流行的最初几个月以来，许多公司都强调了他们对该问题的担忧。芯片供不应求，全球许多汽车制造商和消费电子公司都表示，生产将受到影响。\n“预计这种不可预见的情况不会很快得到改善，供应限制可能会持续到 2023 年。尽管公司正在努力提高产能，但在达成解决方案之前，问题可能会恶化。”\n英特尔首席执行官帕特·盖尔辛格 (Pat Gelsinger) 最近警告说，最糟糕的情况尚未到来。他告诉 BBC，供应恢复正常还需要“一两年”时间。\n虽然解决问题并非不可能，但将是一项艰巨而长期的任务。\n是什么导致了半导体短缺?\n半导体或芯片具有介于导体和绝缘体之间的特性。它们通常由硅制成，用于为各种设备供电——例如汽车、笔记本电脑、智能手机、家用电器和游戏机，就是典型的应用场景。\n这些微小的物体执行许多功能，例如为显示器供电和传输数据。因此，供应紧缩会对汽车、冰箱、笔记本电脑、电视和其他电子设备的销售产生影响。\n但芯片制造产能不能在短时间内增加。正如一份报告指出的那样，制造芯片是一个需要数月时间的复杂过程。\n报告称：“制造芯片通常需要三个多月的时间，涉及大型工厂、无尘室、价值数百万美元的机器、熔锡和激光器。”\n台积电是全球最大的代工芯片制造商，其客户包括高通、Nivdia和苹果。它持有制造芯片代工业务的 56%。\n大流行期间电子设备的销售激增，对半导体产生了巨大的需求。但 COVID-19 并不是短缺背后的唯一因素。\n问题有多严重?\n由于不能一蹴而就，芯片厂商需要很长时间才能赶上需求。\nGartner 在 5 月份发布的一份报告估计，各类设备的芯片短缺可能会持续到 2022 年第二季度。\nGartner 首席研究分析师 Kanishka Chauhan 表示：“半导体短缺将严重扰乱供应链，并会在 2021 年限制许多电子设备类型的生产。代工厂正在提高晶圆价格，反过来，芯片公司也在提高产品价格。”\n\n一份报告指出，芯片交货时间，即从订购半导体到交货之间的时间，从 7 月的 6 周上升至 8 月的创纪录的 21 周。\n一些顶级汽车零部件供应商告诉 Moneycontrol，半导体短缺将从2022 年 1 月开始缓解。总部位于哥印拜陀的一级零件制造商 Pricol 的董事总经理 Vikram Mohan 表示，今年年初供应紧缩情况恶化。\n“从 2021 年 1 月开始，问题只会变得更糟。现在，就短缺和生产损失而言，我们可能正处于顶峰。我们认为，对于该行业来说，第二季度和第三季度将非常困难。我们相信，从1 月份，随着明年 8 月至 9 月的进一步宽松政策，压力将有所缓解，”Mohan说。\n汽车生产受到冲击\n由于半导体短缺，一些国内和全球汽车制造商不得不减产和/或暂时停产。增加汽车行业的麻烦。该行业已经因 COVID 引起的中断而受到伤害。随之而来的生产中断只会延迟该行业的复苏。\n根据印度汽车制造商协会 (SIAM) 的数据，8 月份印度汽车批发量同比下降 11%。\n由于半导体供应短缺，印度最大的汽车制造商 Maruti Suzuki 将在 9 月份减产 60%。\nMahindra 和 Mahindra M&M 表示，由于半导体短缺，它将在 9 月份减产 20-25%。该汽车制造商将在本月在其汽车工厂观察七个“无生产日”。\nSIAM 总裁 Kenichi Ayukawa 最近表示，虽然芯片短缺具有挑战性，但它确实为印度汽车行业提供了机会。\nAyukawa 还是 Maruti Suzuki India 的董事总经理兼首席执行官。\n“虽然半导体短缺似乎是一个挑战，但它也带来了机遇。当然，半导体制造需要非常大的投资。单靠印度汽车产业并不能保证这种半导体项目投资的完全可行性。因此，有需要跨部门整合，”Ayukawa 说，正如 PTI 所引述的那样。\n在即将到来的印度节日期间，半导体短缺很可能会影响销售。\n电动汽车 (EV) 制造商特斯拉在 8 月宣布，它正在开发一种“Dojo”芯片，用于在数据中心训练人工智能网络。特斯拉首席执行官埃隆马斯克表示，Dojo 芯片应该会在明年投入使用。\n其他汽车制造商最终是否也会开发和/或制造自己的芯片还有待观察。\n对电子产品生产的影响\n笔记本电脑、平板电脑、智能手机和其他电子设备的生产也受到半导体短缺的影响。\n在与分析师的财报电话会议上，苹果首席执行官蒂姆库克曾表示，“供应限制将损害 iPad 和 iPhone 的销售。库克表示，短缺的不是高性能处理器，而是“传统节点”，即执行驱动显示器或解码音频等功能的芯片，这些芯片可以使用旧设备制造。\n思科印度和南盟新任总裁 Daisy Chittilapilly 最近告诉 Moneycontrol，芯片短缺问题“非常真实”。\nChittilapilly 说：“我们是最早在今年年初开始发出警告的公司之一，称半导体问题非常真实，我们还需要一段时间才能摆脱它。”\n“我们非常透明地告诉我们的合作伙伴和客户，我们正陷入困境。因此，由于这个问题，该行业陷入了困境，”她说。\n韩国最大的企业集团三星集团在 8 月份曾表示，将在未来三年内投资 240 万亿韩元(2060 亿美元)，以扩大其在生物制药、人工智能、半导体和机器人领域的影响力。\n该公司还谈到了芯片产业在韩国经济中的重要性。\n三星电子在一份声明中表示：“芯片行业是韩国经济的安全板……从某种意义上说，我们激进的投资是一种生存策略，一旦我们失去竞争力，就几乎不可能卷土重来。”\n许多科技公司已经开始开发自己的芯片，此举不仅可以缓解当前的供应担忧，而且从长远来看可能会对该行业有所帮助。苹果正在其新款 iPad 和 Mac 中使用自己的 M1 芯片。Nikkei Asia 的一份报告表明，谷歌正在开发自己的中央处理器，从 2023 年开始，该处理器将用于其 Chromebook 笔记本电脑的 CPU。\n政府出手相救\n芯片短缺现在不仅成为企业和政府之间的话题，也成为各国领导人之间的话题。西方国家已表示需要将制造业转移到本国并变得自力更生。\n9 月 23 日，印度总理纳伦德拉·莫迪 (Narendra Modi) 会见了高通公司首席执行官克里斯蒂亚诺·阿蒙 (Cristiano Amon)，当时后者正在访问美国。阿蒙在推特上表示，他们讨论了 5G、vRAN、数字化转型以及半导体和可靠的地理多元化供应链的重要性。\n总理办公室的一份声明说，他们讨论了印度电信和电子行业的投资机会，包括与生产相关的激励计划 (PLI) 计划。PM Modi 和 Amon 还谈到了印度半导体供应链的发展。\n电子和信息技术部(MeITy)已经制定了电子元件和半导体制造促进计划(SPECS)。\n在美国，拜登政府 2 万亿美元的基础设施投资计划包括用于半导体行业的 500 亿美元。\n美国总统乔拜登 4 月份会见了 AT&T、戴尔、福特、通用汽车、Stellantis(前菲亚特克莱斯勒)、英特尔、诺斯罗普格鲁曼公司等公司的首席执行官。他强调美国政府需要推动该行业的投资以保持竞争优势。\n韩国政府宣布了一项 4510 亿美元的巨额投资，以帮助企业提高半导体产量。","news_type":1},"isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":887047114,"gmtCreate":1631950465938,"gmtModify":1632805117711,"author":{"id":"3577331412124275","authorId":"3577331412124275","name":"Win2彰恒","avatar":"https://static.tigerbbs.com/c420275e9371b4b4e52c2ddff8cbbf1f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577331412124275","authorIdStr":"3577331412124275"},"themes":[],"htmlText":"Agree","listText":"Agree","text":"Agree","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/887047114","repostId":"2168754240","repostType":2,"isVote":1,"tweetType":1,"viewCount":81,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}