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Arvinking

Arvinking

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2021-09-03

估计明天是个黑色星期五

抱歉，原内容已删除

2021-08-04

创新

苹果称2年内摆脱英特尔，自研芯片热潮缘何而起？

2021-07-30

苹果再无创新，已经没有什么发展了

抱歉，原内容已删除

2021-07-30

准备狂割韭菜

AMD涨超3%创历史新高，绩后获多家大行上调目标价

2021-07-28

$AMD(AMD)$大型科技公司财报爆发，强力支持大盘，AMD股价爆发吧！

2021-07-28

2021-07-28

Call call

2021-07-28

$AMD(AMD)$赌了，要不左拥右抱，要不每天泡面

2021-07-27

$Facebook(FB)$加油💪，全靠你的财报翻身了！

2021-07-25

$AMD(AMD)$我买了50手看涨期权，坐等财报

2021-07-25

$阿里巴巴(BABA)$身份证，护照都过期了，不能注册老虎郁闷[财迷]

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12:50","market":"us","language":"zh","title":"苹果称2年内摆脱英特尔，自研芯片热潮缘何而起？","url":"https://stock-news.laohu8.com/highlight/detail?id=2156179174","media":"物联网智库","summary":"8月3日，谷歌及谷歌母公司Alphabet CEO Sundar Pichai在推特晒出了谷歌自研芯片Tensor。据劈柴哥介绍，谷歌定制的Tensor芯片历时4年打造，是谷歌Pixel系列史上最伟大","content":"<p>8月3日，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>及谷歌母公司Alphabet CEO Sundar Pichai在推特晒出了谷歌自研芯片Tensor。据劈柴哥介绍，谷歌定制的Tensor芯片历时4年打造，是谷歌Pixel系列史上最伟大的创新，它将会被应用到今年秋季发布的谷歌Pixel 6和谷歌Pixel 6 Pro上。有媒体报道称，谷歌自研芯片Tensor代号为Whitechapel，可能由<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>代工生产。</p>\n<p><img src=\"https://static.tigerbbs.com/ed4ffb51602465238a6c8684e52689f4\" tg-width=\"600\" tg-height=\"896\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>无独有偶，就在距离<a href=\"https://laohu8.com/S/AAPL\">苹果</a>宣布计划用2年时间完成从<a href=\"https://laohu8.com/S/INTC\">英特尔</a>至苹果芯片的转换已一年有余的昨天，一彭博社节目主持人也爆料了苹果芯片路线图，并预测未来几个月内苹果会发布搭载M1X芯片的全新MacBook Pro，且iMac 产品线将于2022年完全切换至苹果芯片平台。</p>\n<p>同时，纵观国内市场，除华为、小米外，OPPO、vivo也相继传出启动自研芯片项目。虽然国内外厂商均开始发力自研芯片，但其中缘由以及主攻方向却迥然不同。</p>\n<h2>谷歌四年磨一剑</h2>\n<p>近年来，谷歌的手机业务用“不温不火”来形容也不为过。2020年初，谷歌Pixel团队关键成员相继离职，一位是Pixel系列手机的研发负责人Mario Queiroz，另一位是谷歌相机团队的负责人Marc Levoy，这一度令人怀疑——谷歌的手机业务还能撑多久？</p>\n<p>如今看来，谷歌手机业务或许将在AR、AI的加持下迎来革新性突破。谷歌硬件业务负责人Rick Osterloh在接受采访时表示，谷歌要利用这颗自研芯片彻底改变智能机，为未来增强现实和人工智能等新技术的应用打下重要基础。</p>\n<p>换言之，谷歌之所以推出自研芯片，一定程度上是看中了AR与AI在手机端的巨大发展空间，并将利用Tensor芯片重新“盘活”自家手机业务。所以，谷歌在设计Tensor芯片时主要考虑到了其在AI和机器学习方面的用途。</p>\n<p>据介绍，谷歌的Tensor处理器是一个完整的片上系统SoC，有望大幅改进手机上的照片以及视频处理，并能够更快、更准确地实现语音转换和离线翻译等功能。除了集成了传统的CPU、GPU以及图像信号处理器之外，该系统还包含了一个运行人工智能应用程序的专用ASIC芯片，从而能够在手机本地上处理更多信息，而不必将数据发送到云端。</p>\n<p>据研究机构Gartner分析师盛陵海介绍：“ASIC是谷歌芯片系统中最核心的部件，能够提供差异化的竞争，实现目前难以实现的一些手机功能。”</p>\n<p><img src=\"https://static.tigerbbs.com/76c3caa1e2ff2c5f3d31f497860daf95\" tg-width=\"524\" tg-height=\"523\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>苹果 M1 芯片</p>\n<p>相较于谷歌，苹果的自研芯片已经取得了一定的落地成果：手机端，iPhone早已开始使用A系列自研芯片，目前已迭代到了A14；电脑端，苹果从去年开始在Mac上使用M1自研电脑芯片，并计划于2022年完成从英特尔到全自研芯片平台的过渡。</p>\n<p>此外，根据研究机构Moor Insights创始人Patrick Moorhead出示的数据，苹果公司将在每一块自研芯片上节省150美元至200美元的成本。长此以往，自研芯片也将为企业节省部分成本。</p>\n<p>但对于谷歌、苹果这样的大型科技公司而言，看中的显然不是节省的“蝇头小利”。如何针对企业自身的软件能力研发定制化的芯片，从而更好的发挥系统功能才是关键，所以，英特尔、<a href=\"https://laohu8.com/S/QCOM\">高通</a>等“普适版”芯片便逐渐力不从心。</p>\n<p>Gartner研究总监Jon Erensen就曾表示，英特尔等传统芯片厂商在过去两年中面临着一些挑战，这些挑战为基于Arm的芯片设计进入市场提供了一个很好的发展窗口期，苹果、谷歌等公司都是基于Arm架构最好的芯片设计者。</p>\n<p>然而，有别于苹果的完全割裂，高通仍然表示，未来将继续与谷歌密切合作，开发基于其骁龙平台的产品。</p>\n<h2>ISP成国内造芯热门赛道</h2>\n<p>转向国内市场，在全球缺芯阴霾的笼罩下，国内造芯热潮持续走高，前有华为海思、小米、<a href=\"https://laohu8.com/S/BIDU\">百度</a>昆仑、阿里平头哥等先行者，后有OPPO、vivo、<a href=\"https://laohu8.com/S/00700\">腾讯</a>等也已经开始布局。究其原因，除了全球范围内的芯片短缺所造成的成本提升及产能影响外，最根本原因便是企业希望尽早摆脱国外芯片产业链掣肘，加速实现自主可控。</p>\n<p>曾经，华为在麒麟芯片的加持下几近问鼎全球手机市场王座，但一路的高歌猛进却在美国芯片禁令生效后节节败退，如今，国内智能手机市场已重新洗牌，局势大变——vivo在今年第二季度登上了中国市场销售冠军的宝座，OPPO、小米、Apple以及荣耀位列第二到第五。华为作为曾经国内第一的智能手机品牌，如今已经“沦落”至“其他”这一统计项目中。</p>\n<p><img src=\"https://static.tigerbbs.com/9d2c53dc4a0042e58bdba87e4f64cc77\" tg-width=\"640\" tg-height=\"325\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>图片来源：IDC</p>\n<p>华为日前发布的P50系列尽管从外观到性能方面都无可挑剔，却仍旧无法重获5G加持，个中缘由不言而喻。华为的前车之鉴无疑为其他国内手机厂商敲响警钟，但就目前来看，小米、OPPO、vivo造芯与华为不同，都同样选择了从ISP（Image Signal Processing 图像信号处理器）起步。</p>\n<p>如今，影像赛道已升级为手机品牌差异化竞逐的主战场。首先，作为手机影像功能核心元件之一，ISP直接影响传感器支持的像素，决定了对焦、成像速度、图像画质，色彩偏好等，在手机厂商尚无法在主芯片领域有所突破的情况下，ISP便成为了提升手机影像能力差异化的关键；其次，独立的ISP芯片本身并不需要非常先进的制程，也具有较为成熟的公用IP，可以与各家手机厂商积累的自研算法有效结合，并能较快实现落地，显然比技术门槛高、资金投入大的基带处理器更适合作为入局芯片产业的敲门砖。</p>\n<p>所以，国内手机厂商自研芯片大多以ISP为起点，不涉及5G等“敏感”技术的同时兼顾商业价值与易操作性，且投入风险较小。正如Gartner研究副总裁盛陵海曾说，目前手机厂商的芯片部门正处于队伍搭建、技术方案磨合之中，从IoT等小芯片方面入手，逐渐积累芯片设计能力会是一个比较实际的选择。</p>\n<h2>写在最后</h2>\n<p>随着资金与技术的积累，越来越多的终端厂商开始入局芯片设计领域，加速构建自己的片上系统SoC，从而达到目前市场上已有芯片无法实现的效果。于国内厂商而言，除了技术与性能层面的需求外，仍旧肩负着我国芯片产业自主可控的使命，但这显然也并不是智能手机厂商可以凭一己之力完成的，幸而在政策的大力推动下，我国半导体产业迎来了前所未有的发展机遇与市场环境，产业链上下正在加速推进自主可控，实现突围。</p>","source":"lsy1619329471241","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n苹果称2年内摆脱英特尔，自研芯片热潮缘何而起？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-04 12:50 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/1339716065542535><strong>物联网智库</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月3日，谷歌及谷歌母公司Alphabet CEO Sundar Pichai在推特晒出了谷歌自研芯片Tensor。据劈柴哥介绍，谷歌定制的Tensor芯片历时4年打造，是谷歌Pixel系列史上最伟大的创新，它将会被应用到今年秋季发布的谷歌Pixel 6和谷歌Pixel 6 Pro上。有媒体报道称，谷歌自研芯片Tensor代号为Whitechapel，可能由三星代工生产。\n\n无独有偶，就在距离苹果...</p>\n\n<a href=\"https://36kr.com/p/1339716065542535\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ffb51602465238a6c8684e52689f4","relate_stocks":{"GOOGL":"谷歌A","AAPL":"苹果","GOOG":"谷歌","INTC":"英特尔"},"source_url":"https://36kr.com/p/1339716065542535","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156179174","content_text":"8月3日，谷歌及谷歌母公司Alphabet CEO Sundar Pichai在推特晒出了谷歌自研芯片Tensor。据劈柴哥介绍，谷歌定制的Tensor芯片历时4年打造，是谷歌Pixel系列史上最伟大的创新，它将会被应用到今年秋季发布的谷歌Pixel 6和谷歌Pixel 6 Pro上。有媒体报道称，谷歌自研芯片Tensor代号为Whitechapel，可能由三星代工生产。\n\n无独有偶，就在距离苹果宣布计划用2年时间完成从英特尔至苹果芯片的转换已一年有余的昨天，一彭博社节目主持人也爆料了苹果芯片路线图，并预测未来几个月内苹果会发布搭载M1X芯片的全新MacBook Pro，且iMac 产品线将于2022年完全切换至苹果芯片平台。\n同时，纵观国内市场，除华为、小米外，OPPO、vivo也相继传出启动自研芯片项目。虽然国内外厂商均开始发力自研芯片，但其中缘由以及主攻方向却迥然不同。\n谷歌四年磨一剑\n近年来，谷歌的手机业务用“不温不火”来形容也不为过。2020年初，谷歌Pixel团队关键成员相继离职，一位是Pixel系列手机的研发负责人Mario Queiroz，另一位是谷歌相机团队的负责人Marc Levoy，这一度令人怀疑——谷歌的手机业务还能撑多久？\n如今看来，谷歌手机业务或许将在AR、AI的加持下迎来革新性突破。谷歌硬件业务负责人Rick Osterloh在接受采访时表示，谷歌要利用这颗自研芯片彻底改变智能机，为未来增强现实和人工智能等新技术的应用打下重要基础。\n换言之，谷歌之所以推出自研芯片，一定程度上是看中了AR与AI在手机端的巨大发展空间，并将利用Tensor芯片重新“盘活”自家手机业务。所以，谷歌在设计Tensor芯片时主要考虑到了其在AI和机器学习方面的用途。\n据介绍，谷歌的Tensor处理器是一个完整的片上系统SoC，有望大幅改进手机上的照片以及视频处理，并能够更快、更准确地实现语音转换和离线翻译等功能。除了集成了传统的CPU、GPU以及图像信号处理器之外，该系统还包含了一个运行人工智能应用程序的专用ASIC芯片，从而能够在手机本地上处理更多信息，而不必将数据发送到云端。\n据研究机构Gartner分析师盛陵海介绍：“ASIC是谷歌芯片系统中最核心的部件，能够提供差异化的竞争，实现目前难以实现的一些手机功能。”\n\n苹果 M1 芯片\n相较于谷歌，苹果的自研芯片已经取得了一定的落地成果：手机端，iPhone早已开始使用A系列自研芯片，目前已迭代到了A14；电脑端，苹果从去年开始在Mac上使用M1自研电脑芯片，并计划于2022年完成从英特尔到全自研芯片平台的过渡。\n此外，根据研究机构Moor Insights创始人Patrick Moorhead出示的数据，苹果公司将在每一块自研芯片上节省150美元至200美元的成本。长此以往，自研芯片也将为企业节省部分成本。\n但对于谷歌、苹果这样的大型科技公司而言，看中的显然不是节省的“蝇头小利”。如何针对企业自身的软件能力研发定制化的芯片，从而更好的发挥系统功能才是关键，所以，英特尔、高通等“普适版”芯片便逐渐力不从心。\nGartner研究总监Jon Erensen就曾表示，英特尔等传统芯片厂商在过去两年中面临着一些挑战，这些挑战为基于Arm的芯片设计进入市场提供了一个很好的发展窗口期，苹果、谷歌等公司都是基于Arm架构最好的芯片设计者。\n然而，有别于苹果的完全割裂，高通仍然表示，未来将继续与谷歌密切合作，开发基于其骁龙平台的产品。\nISP成国内造芯热门赛道\n转向国内市场，在全球缺芯阴霾的笼罩下，国内造芯热潮持续走高，前有华为海思、小米、百度昆仑、阿里平头哥等先行者，后有OPPO、vivo、腾讯等也已经开始布局。究其原因，除了全球范围内的芯片短缺所造成的成本提升及产能影响外，最根本原因便是企业希望尽早摆脱国外芯片产业链掣肘，加速实现自主可控。\n曾经，华为在麒麟芯片的加持下几近问鼎全球手机市场王座，但一路的高歌猛进却在美国芯片禁令生效后节节败退，如今，国内智能手机市场已重新洗牌，局势大变——vivo在今年第二季度登上了中国市场销售冠军的宝座，OPPO、小米、Apple以及荣耀位列第二到第五。华为作为曾经国内第一的智能手机品牌，如今已经“沦落”至“其他”这一统计项目中。\n\n图片来源：IDC\n华为日前发布的P50系列尽管从外观到性能方面都无可挑剔，却仍旧无法重获5G加持，个中缘由不言而喻。华为的前车之鉴无疑为其他国内手机厂商敲响警钟，但就目前来看，小米、OPPO、vivo造芯与华为不同，都同样选择了从ISP（Image Signal Processing 图像信号处理器）起步。\n如今，影像赛道已升级为手机品牌差异化竞逐的主战场。首先，作为手机影像功能核心元件之一，ISP直接影响传感器支持的像素，决定了对焦、成像速度、图像画质，色彩偏好等，在手机厂商尚无法在主芯片领域有所突破的情况下，ISP便成为了提升手机影像能力差异化的关键；其次，独立的ISP芯片本身并不需要非常先进的制程，也具有较为成熟的公用IP，可以与各家手机厂商积累的自研算法有效结合，并能较快实现落地，显然比技术门槛高、资金投入大的基带处理器更适合作为入局芯片产业的敲门砖。\n所以，国内手机厂商自研芯片大多以ISP为起点，不涉及5G等“敏感”技术的同时兼顾商业价值与易操作性，且投入风险较小。正如Gartner研究副总裁盛陵海曾说，目前手机厂商的芯片部门正处于队伍搭建、技术方案磨合之中，从IoT等小芯片方面入手，逐渐积累芯片设计能力会是一个比较实际的选择。\n写在最后\n随着资金与技术的积累，越来越多的终端厂商开始入局芯片设计领域，加速构建自己的片上系统SoC，从而达到目前市场上已有芯片无法实现的效果。于国内厂商而言，除了技术与性能层面的需求外，仍旧肩负着我国芯片产业自主可控的使命，但这显然也并不是智能手机厂商可以凭一己之力完成的，幸而在政策的大力推动下，我国半导体产业迎来了前所未有的发展机遇与市场环境，产业链上下正在加速推进自主可控，实现突围。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1047,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":806266636,"gmtCreate":1627658609125,"gmtModify":1633757322048,"author":{"id":"3577656998253578","authorId":"3577656998253578","name":"Arvinking","avatar":"https://static.tigerbbs.com/bd889b0fd086cfc0612cc6f6de5010c9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577656998253578","authorIdStr":"3577656998253578"},"themes":[],"htmlText":"苹果再无创新，已经没有什么发展了","listText":"苹果再无创新，已经没有什么发展了","text":"苹果再无创新，已经没有什么发展了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/806266636","repostId":"1165769722","repostType":4,"isVote":1,"tweetType":1,"viewCount":1506,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":806261616,"gmtCreate":1627658470535,"gmtModify":1633757324115,"author":{"id":"3577656998253578","authorId":"3577656998253578","name":"Arvinking","avatar":"https://static.tigerbbs.com/bd889b0fd086cfc0612cc6f6de5010c9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577656998253578","authorIdStr":"3577656998253578"},"themes":[],"htmlText":"准备狂割韭菜","listText":"准备狂割韭菜","text":"准备狂割韭菜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/806261616","repostId":"1114965747","repostType":4,"repost":{"id":"1114965747","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1627655569,"share":"https://www.laohu8.com/m/news/1114965747?lang=&edition=full","pubTime":"2021-07-30 22:32","market":"us","language":"zh","title":"AMD涨超3%创历史新高，绩后获多家大行上调目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=1114965747","media":"老虎资讯综合","summary":"7月30日，AMD涨超3%，现报106.2美元，股价再创历史新高，近3个交易日累计涨幅已超16%，绩后获多家大行上调目标价。\n\nAMD二季度营收达38.5亿美元，同比增长99%；净利润达7.1亿美元，","content":"<p>7月30日，<a href=\"https://laohu8.com/S/AMD\">AMD</a>涨超3%，现报106.2美元，股价再创历史新高，近3个交易日累计涨幅已超16%，绩后获多家大行上调目标价。</p>\n<p><img src=\"https://static.tigerbbs.com/6ff371be500c72b396cac54bbf67a525\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>AMD二季度营收达38.5亿美元，同比增长99%；净利润达7.1亿美元，同比增长352%。公司绩后获多家大行上调目标价，<a href=\"https://laohu8.com/S/GS\">高盛</a>认为华尔街低估了AMD的长短期收入增长和利润率扩张的潜力，因此将其目标价从106美元上调至115美元。高盛重申了美国超微公司“买入”评级，同时重申美国超微公司在其确信购买名单上的位置。</p>\n<p>瑞穗将AMD目标价从107美元上调至110美元；Argus从目标价106美元升至120美元，维持“买入”评级。</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>AMD涨超3%创历史新高，绩后获多家大行上调目标价</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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\">\nAMD涨超3%创历史新高，绩后获多家大行上调目标价\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-07-30 22:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月30日，<a href=\"https://laohu8.com/S/AMD\">AMD</a>涨超3%，现报106.2美元，股价再创历史新高，近3个交易日累计涨幅已超16%，绩后获多家大行上调目标价。</p>\n<p><img src=\"https://static.tigerbbs.com/6ff371be500c72b396cac54bbf67a525\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>AMD二季度营收达38.5亿美元，同比增长99%；净利润达7.1亿美元，同比增长352%。公司绩后获多家大行上调目标价，<a href=\"https://laohu8.com/S/GS\">高盛</a>认为华尔街低估了AMD的长短期收入增长和利润率扩张的潜力，因此将其目标价从106美元上调至115美元。高盛重申了美国超微公司“买入”评级，同时重申美国超微公司在其确信购买名单上的位置。</p>\n<p>瑞穗将AMD目标价从107美元上调至110美元；Argus从目标价106美元升至120美元，维持“买入”评级。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a593d85be38c3aa543ab3056553101ff","relate_stocks":{"GS":"高盛","AMD":"美国超微公司"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114965747","content_text":"7月30日，AMD涨超3%，现报106.2美元，股价再创历史新高，近3个交易日累计涨幅已超16%，绩后获多家大行上调目标价。\n\nAMD二季度营收达38.5亿美元，同比增长99%；净利润达7.1亿美元，同比增长352%。公司绩后获多家大行上调目标价，高盛认为华尔街低估了AMD的长短期收入增长和利润率扩张的潜力，因此将其目标价从106美元上调至115美元。高盛重申了美国超微公司“买入”评级，同时重申美国超微公司在其确信购买名单上的位置。\n瑞穗将AMD目标价从107美元上调至110美元；Argus从目标价106美元升至120美元，维持“买入”评级。","news_type":1},"isVote":1,"tweetType":1,"viewCount":518,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":803534167,"gmtCreate":1627447142159,"gmtModify":1633764887812,"author":{"id":"3577656998253578","authorId":"3577656998253578","name":"Arvinking","avatar":"https://static.tigerbbs.com/bd889b0fd086cfc0612cc6f6de5010c9","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3577656998253578","authorIdStr":"3577656998253578"},"themes":[],"htmlText":"<a 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07:46","market":"hk","language":"zh","title":"昨夜今晨：静待非农数据！标普和纳指续刷历史新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1161008872","media":"老虎资讯综合","summary":"摘要：市场静待非农就业报告，标普500和纳指续刷历史新高；苹果抽成新政刺激内容订阅平台集体走高，Spotify涨超6%；美国WTI原油期货收高2%，逼近70美元关口；传Reddit正在聘请美股IPO顾","content":"<blockquote>\n <b>摘要：</b>市场静待非农就业报告，标普500和纳指续刷历史新高；苹果抽成新政刺激内容订阅平台集体走高，Spotify涨超6%；美国WTI原油期货收高2%，逼近70美元关口；传Reddit正在聘请美股IPO顾问，腾讯在股东之列&gt;&gt;&gt;\n</blockquote>\n<p><b>海外市场</b></p>\n<p><b>美股收盘：非农前夜 油气板块推动标普续刷历史新高</b></p>\n<p>在美国非农报告公布前夕，三大指数周四集体收涨，油气板块大涨推动标普500指数创历史新高，纳指亦小幅刷新收盘历史新高。截至收盘，标普500指数涨0.28%，报4536.95点；纳斯达克指数涨0.14%，报15331.18点；道琼斯指数涨0.37%，报35443.82点。</p>\n<p><b>热门中概股周四收盘涨跌互现 区块链概念股走高</b></p>\n<p>比特币一度站上50000美元/枚，为逾一周来首次，区块链概念股中，<a href=\"https://laohu8.com/S/BTCM\">比特矿业</a>涨超35%，<a href=\"https://laohu8.com/S/NCTY\">第九城市</a>涨超3%，<a href=\"https://laohu8.com/S/EBON\">亿邦国际</a>涨超2%，<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>涨超1%，比特数字盘中一度涨超8%；中概新能源汽车股逆势上涨，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车涨3.38%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨0.02%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨2.4%；<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>跌超4%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌超3%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌近2%。</p>\n<p><b>美国WTI原油期货收高2% 逼近70美元关口</b></p>\n<p>原油期货周四收高。受近期数据显示美国原油库存大幅下降的提振，美国WTI原油价格创一个月来新高。纽约商品交易所10月交割的西德州中质原油（WTI）期货价格上涨1.40美元，涨幅2%，收于每桶69.99美元，创8月6日以来的最高结算价。</p>\n<p><b>黄金期货收跌0.3% 连续第二日收跌</b></p>\n<p>黄金期货价格周四录得连续第二个交易日收跌。即使美元与美国国债收益率下滑，仍未能支撑金价上行。投资者正在关注美国8月非农就业数据，以确定未来的美联储政策路径与金价走向。纽约商品交易所12月交割的黄金期货价格下跌4.50美元，跌幅近0.3%，收于每盎司1811.50美元。</p>\n<p><b>欧洲股市普遍收高 眼下市场聚焦美国非农就业报告</b></p>\n<p>欧股普遍收高，投资者准备迎接周五公布的美国非农就业报告。泛欧斯托克600指数收盘上涨1.48点，涨幅0.31%，报474.60点。其<a href=\"https://laohu8.com/S/PTR\">中石油</a>和天然气类股领涨，涨幅2%；德国DAX30指数收盘上涨16.30点，涨幅0.10%，报15840.59点；<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数收盘上涨14.06点，涨幅0.20%，报7163.90点；法国CAC40指数收盘上涨4.39点，涨幅0.07%，报6763.08点。</p>\n<p><b>国际宏观</b></p>\n<p><a href=\"https://laohu8.com/NW/2164782990\" target=\"_blank\"><b>美国经济增长放缓集中在第三季度？高盛、摩根士丹利猛砍GDP预期</b></a></p>\n<p>据最新消息，高盛提高了对美国第四季度的经济增长预期，但降低了对第三季度的预期。值得一提的是，摩根士丹利的经济学家也表示，预计下半年经济增长放缓主要发生在第三季度，很大程度上是因为刺激支出回收和持续的供应链问题。</p>\n<p><b>美国至8月28日当周初请失业金人数为34万人</b></p>\n<p>美国至8月28日当周初请失业金人数为34万人，预期34.5万人，前值35.3万人。CNBC评初请失业金人数称，美国劳工部周四报告称，上周首次申请失业保险的人数降至2020年3月14日当周以来的最低水平，这是劳动力市场从新冠疫情中逐步改善的另一个迹象。</p>\n<p><b>美国8月份报告职位空缺的小企业占比达到创纪录的50%</b></p>\n<p>全美独立企业联合会（NFIB）周四表示，8月份仍存在职位空缺的美国小企业占比达到创纪录高位，史无前例的空缺职位数量促使企业主提高工资以吸引劳动者。</p>\n<p><a href=\"https://laohu8.com/NW/2164419826\" target=\"_blank\"><b>美国多州遭遇飓风重创 拜登下令能源部“抛储”维持燃油供应</b></a></p>\n<p>拜登在新闻发布会上确认命令<a href=\"https://laohu8.com/S/USEG\">美国能源</a>部用尽一切工具，包括动用战略石油储备确保多州在飓风艾达过境后维持充足的汽油供应。美国能源部也于周四确认，将向<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>旗下的路易斯安那炼厂出借150万桶原油，该炼厂的产能为51.7万桶/天。</p>\n<p><b>德国汽车行业形势显著恶化 景气指数创下4月以来最低值</b></p>\n<p>德国智库伊弗经济研究所发布的报告显示，该国8月汽车行业的景气指数从上个月的56.4大幅跌至28.8，创下今年4月以来的最低值。对此，伊弗经济研究所专家法尔克指出，德国汽车业景气指数的明显下滑表明业界依旧深受零部件供应短缺的影响，尤其汽车芯片的供应不足持续拖累企业生产环节。</p>\n<p><b>公司新闻</b></p>\n<p><a href=\"https://laohu8.com/NW/2164825726\" target=\"_blank\"><b>苹果抽成新政刺激内容订阅平台集体走高</b></a></p>\n<p>随着苹果宣布与日本公正取引委员会（JFTC）达成和解并放松内容订阅服务商（reader apps）用户登陆限制，允许相关开发者引导用户在其他渠道付费，一众订阅服务行业的科技公司闻风而涨。截至周四收盘，Spotify涨6.57%、奈飞涨1.11%、Match Group涨6.12%、Bumble涨4.41%。</p>\n<p><a href=\"https://laohu8.com/NW/2164825518\" target=\"_blank\"><b>通用汽车宣布下周起大部分北美工厂停产</b></a></p>\n<p>当地时间周四，通用汽车宣布由于全球芯片短缺将从下周一开始暂停多数北美工厂的作业，并将根据供应链进展作出进一步调整。公司表示，除了四处生产设施外，其余所有的北美装配厂都将在下周一进入停产状态，预计维持一至两周，后续将根据供应链情况进展更新应对措施。</p>\n<p><a href=\"https://laohu8.com/NW/2164825011\" target=\"_blank\"><b>芯片短缺重创汽车行业 福特8月美国汽车销量骤降33%</b></a></p>\n<p><a href=\"https://laohu8.com/S/F\">福特汽车</a>周四宣布，八月美国市场销量为12.41万辆，同比下降33.1%，主要的原因依然是芯片短缺。就在本周三，福特汽车刚宣布继续削减F-150皮卡等高利润车型的生产。</p>\n<p><a href=\"https://laohu8.com/NW/2164829754\" target=\"_blank\"><b>太空首秀出现偏航问题，维珍银河遭勒令停飞</b></a></p>\n<p>美国联邦航空管理局（FAA）周四宣布，针对7月11日维珍银河载人太空飞行中出现偏航问题，勒令该公司停飞等待进一步调查。受此消息影响，维珍银河股价盘中跳水，截至收盘跌2.99%。就在监管宣布停飞前数小时，维珍银河周四刚宣布下一次飞行试验的机组人员，其中包括三名意大利空军，瞄准的发射窗口是九月底至十月初。</p>\n<p><a href=\"https://laohu8.com/NW/1198372447\" target=\"_blank\"><b>消息称Reddit正聘请IPO顾问 寻求明年上市时估值超150亿美元</b></a></p>\n<p>知情人士周四表示，美国社交论坛Reddit正寻求聘请投行顾问和律师在纽约进行首次公开募股（IPO）。Reddit在上个月的一轮私人融资中估值为100亿美元。一位消息人士称，到明年年初IPO时，Reddit希望其估值将超过150亿美元。</p>\n<p><a href=\"https://laohu8.com/NW/2164828667\" target=\"_blank\"><b>雾芯科技涨超10%！发布首个电子烟空弹回收计划</b></a><b></b></p>\n<p>该公司发布首个电子烟空弹回收计划。这也是国内电子烟品牌发布的首个空弹回收计划，首批将在北京和全国十个城市投放约6000个回收桶。该股收涨超10%，报5.9美元。</p>\n<p><a href=\"https://laohu8.com/NW/1111844630\" target=\"_blank\"><b>博通第三季度营收67.78亿美元，净利润18.02亿美元</b></a></p>\n<p>财报显示，第三季度营收67.78亿美元，市场预期67.57亿美元，去年同期58.21亿美元；第三季度净利润18.02亿美元，去年同期6.14亿美元；第三季度每股盈利4.2美元，市场预期3.73美元，去年同期1.45美元；第三财季非GAAP每股盈利为6.96美元。</p>\n<p><a href=\"https://laohu8.com/NW/1168692727\" target=\"_blank\"><b>DocuSign 2022财年Q2净亏损0.255亿，超市场预期</b></a></p>\n<p>财报显示，第二季度营收5.12亿美元，市场预期4.87亿美元，去年同期3.42亿美元；第二季度净亏损0.255亿美元，市场预期净亏损0.17亿美元，去年同期净亏损0.64亿美元；第二季度每股亏损0.13美元，市场预期亏损0.12美元，去年同期亏损0.35美元。</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>昨夜今晨：静待非农数据！标普和纳指续刷历史新高</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n昨夜今晨：静待非农数据！标普和纳指续刷历史新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2021-09-03 07:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n <b>摘要：</b>市场静待非农就业报告，标普500和纳指续刷历史新高；苹果抽成新政刺激内容订阅平台集体走高，Spotify涨超6%；美国WTI原油期货收高2%，逼近70美元关口；传Reddit正在聘请美股IPO顾问，腾讯在股东之列&gt;&gt;&gt;\n</blockquote>\n<p><b>海外市场</b></p>\n<p><b>美股收盘：非农前夜 油气板块推动标普续刷历史新高</b></p>\n<p>在美国非农报告公布前夕，三大指数周四集体收涨，油气板块大涨推动标普500指数创历史新高，纳指亦小幅刷新收盘历史新高。截至收盘，标普500指数涨0.28%，报4536.95点；纳斯达克指数涨0.14%，报15331.18点；道琼斯指数涨0.37%，报35443.82点。</p>\n<p><b>热门中概股周四收盘涨跌互现 区块链概念股走高</b></p>\n<p>比特币一度站上50000美元/枚，为逾一周来首次，区块链概念股中，<a href=\"https://laohu8.com/S/BTCM\">比特矿业</a>涨超35%，<a href=\"https://laohu8.com/S/NCTY\">第九城市</a>涨超3%，<a href=\"https://laohu8.com/S/EBON\">亿邦国际</a>涨超2%，<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>涨超1%，比特数字盘中一度涨超8%；中概新能源汽车股逆势上涨，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车涨3.38%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>涨0.02%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨2.4%；<a href=\"https://laohu8.com/S/DIDI\">滴滴</a>跌超4%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>跌超3%，<a href=\"https://laohu8.com/S/EDU\">新东方</a>跌近2%。</p>\n<p><b>美国WTI原油期货收高2% 逼近70美元关口</b></p>\n<p>原油期货周四收高。受近期数据显示美国原油库存大幅下降的提振，美国WTI原油价格创一个月来新高。纽约商品交易所10月交割的西德州中质原油（WTI）期货价格上涨1.40美元，涨幅2%，收于每桶69.99美元，创8月6日以来的最高结算价。</p>\n<p><b>黄金期货收跌0.3% 连续第二日收跌</b></p>\n<p>黄金期货价格周四录得连续第二个交易日收跌。即使美元与美国国债收益率下滑，仍未能支撑金价上行。投资者正在关注美国8月非农就业数据，以确定未来的美联储政策路径与金价走向。纽约商品交易所12月交割的黄金期货价格下跌4.50美元，跌幅近0.3%，收于每盎司1811.50美元。</p>\n<p><b>欧洲股市普遍收高 眼下市场聚焦美国非农就业报告</b></p>\n<p>欧股普遍收高，投资者准备迎接周五公布的美国非农就业报告。泛欧斯托克600指数收盘上涨1.48点，涨幅0.31%，报474.60点。其<a href=\"https://laohu8.com/S/PTR\">中石油</a>和天然气类股领涨，涨幅2%；德国DAX30指数收盘上涨16.30点，涨幅0.10%，报15840.59点；<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数收盘上涨14.06点，涨幅0.20%，报7163.90点；法国CAC40指数收盘上涨4.39点，涨幅0.07%，报6763.08点。</p>\n<p><b>国际宏观</b></p>\n<p><a href=\"https://laohu8.com/NW/2164782990\" target=\"_blank\"><b>美国经济增长放缓集中在第三季度？高盛、摩根士丹利猛砍GDP预期</b></a></p>\n<p>据最新消息，高盛提高了对美国第四季度的经济增长预期，但降低了对第三季度的预期。值得一提的是，摩根士丹利的经济学家也表示，预计下半年经济增长放缓主要发生在第三季度，很大程度上是因为刺激支出回收和持续的供应链问题。</p>\n<p><b>美国至8月28日当周初请失业金人数为34万人</b></p>\n<p>美国至8月28日当周初请失业金人数为34万人，预期34.5万人，前值35.3万人。CNBC评初请失业金人数称，美国劳工部周四报告称，上周首次申请失业保险的人数降至2020年3月14日当周以来的最低水平，这是劳动力市场从新冠疫情中逐步改善的另一个迹象。</p>\n<p><b>美国8月份报告职位空缺的小企业占比达到创纪录的50%</b></p>\n<p>全美独立企业联合会（NFIB）周四表示，8月份仍存在职位空缺的美国小企业占比达到创纪录高位，史无前例的空缺职位数量促使企业主提高工资以吸引劳动者。</p>\n<p><a href=\"https://laohu8.com/NW/2164419826\" target=\"_blank\"><b>美国多州遭遇飓风重创 拜登下令能源部“抛储”维持燃油供应</b></a></p>\n<p>拜登在新闻发布会上确认命令<a href=\"https://laohu8.com/S/USEG\">美国能源</a>部用尽一切工具，包括动用战略石油储备确保多州在飓风艾达过境后维持充足的汽油供应。美国能源部也于周四确认，将向<a href=\"https://laohu8.com/S/XOM\">埃克森美孚</a>旗下的路易斯安那炼厂出借150万桶原油，该炼厂的产能为51.7万桶/天。</p>\n<p><b>德国汽车行业形势显著恶化 景气指数创下4月以来最低值</b></p>\n<p>德国智库伊弗经济研究所发布的报告显示，该国8月汽车行业的景气指数从上个月的56.4大幅跌至28.8，创下今年4月以来的最低值。对此，伊弗经济研究所专家法尔克指出，德国汽车业景气指数的明显下滑表明业界依旧深受零部件供应短缺的影响，尤其汽车芯片的供应不足持续拖累企业生产环节。</p>\n<p><b>公司新闻</b></p>\n<p><a href=\"https://laohu8.com/NW/2164825726\" target=\"_blank\"><b>苹果抽成新政刺激内容订阅平台集体走高</b></a></p>\n<p>随着苹果宣布与日本公正取引委员会（JFTC）达成和解并放松内容订阅服务商（reader apps）用户登陆限制，允许相关开发者引导用户在其他渠道付费，一众订阅服务行业的科技公司闻风而涨。截至周四收盘，Spotify涨6.57%、奈飞涨1.11%、Match Group涨6.12%、Bumble涨4.41%。</p>\n<p><a href=\"https://laohu8.com/NW/2164825518\" target=\"_blank\"><b>通用汽车宣布下周起大部分北美工厂停产</b></a></p>\n<p>当地时间周四，通用汽车宣布由于全球芯片短缺将从下周一开始暂停多数北美工厂的作业，并将根据供应链进展作出进一步调整。公司表示，除了四处生产设施外，其余所有的北美装配厂都将在下周一进入停产状态，预计维持一至两周，后续将根据供应链情况进展更新应对措施。</p>\n<p><a href=\"https://laohu8.com/NW/2164825011\" target=\"_blank\"><b>芯片短缺重创汽车行业 福特8月美国汽车销量骤降33%</b></a></p>\n<p><a href=\"https://laohu8.com/S/F\">福特汽车</a>周四宣布，八月美国市场销量为12.41万辆，同比下降33.1%，主要的原因依然是芯片短缺。就在本周三，福特汽车刚宣布继续削减F-150皮卡等高利润车型的生产。</p>\n<p><a href=\"https://laohu8.com/NW/2164829754\" target=\"_blank\"><b>太空首秀出现偏航问题，维珍银河遭勒令停飞</b></a></p>\n<p>美国联邦航空管理局（FAA）周四宣布，针对7月11日维珍银河载人太空飞行中出现偏航问题，勒令该公司停飞等待进一步调查。受此消息影响，维珍银河股价盘中跳水，截至收盘跌2.99%。就在监管宣布停飞前数小时，维珍银河周四刚宣布下一次飞行试验的机组人员，其中包括三名意大利空军，瞄准的发射窗口是九月底至十月初。</p>\n<p><a href=\"https://laohu8.com/NW/1198372447\" target=\"_blank\"><b>消息称Reddit正聘请IPO顾问 寻求明年上市时估值超150亿美元</b></a></p>\n<p>知情人士周四表示，美国社交论坛Reddit正寻求聘请投行顾问和律师在纽约进行首次公开募股（IPO）。Reddit在上个月的一轮私人融资中估值为100亿美元。一位消息人士称，到明年年初IPO时，Reddit希望其估值将超过150亿美元。</p>\n<p><a href=\"https://laohu8.com/NW/2164828667\" target=\"_blank\"><b>雾芯科技涨超10%！发布首个电子烟空弹回收计划</b></a><b></b></p>\n<p>该公司发布首个电子烟空弹回收计划。这也是国内电子烟品牌发布的首个空弹回收计划，首批将在北京和全国十个城市投放约6000个回收桶。该股收涨超10%，报5.9美元。</p>\n<p><a href=\"https://laohu8.com/NW/1111844630\" target=\"_blank\"><b>博通第三季度营收67.78亿美元，净利润18.02亿美元</b></a></p>\n<p>财报显示，第三季度营收67.78亿美元，市场预期67.57亿美元，去年同期58.21亿美元；第三季度净利润18.02亿美元，去年同期6.14亿美元；第三季度每股盈利4.2美元，市场预期3.73美元，去年同期1.45美元；第三财季非GAAP每股盈利为6.96美元。</p>\n<p><a href=\"https://laohu8.com/NW/1168692727\" target=\"_blank\"><b>DocuSign 2022财年Q2净亏损0.255亿，超市场预期</b></a></p>\n<p>财报显示，第二季度营收5.12亿美元，市场预期4.87亿美元，去年同期3.42亿美元；第二季度净亏损0.255亿美元，市场预期净亏损0.17亿美元，去年同期净亏损0.64亿美元；第二季度每股亏损0.13美元，市场预期亏损0.12美元，去年同期亏损0.35美元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index",".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161008872","content_text":"摘要：市场静待非农就业报告，标普500和纳指续刷历史新高；苹果抽成新政刺激内容订阅平台集体走高，Spotify涨超6%；美国WTI原油期货收高2%，逼近70美元关口；传Reddit正在聘请美股IPO顾问，腾讯在股东之列>>>\n\n海外市场\n美股收盘：非农前夜 油气板块推动标普续刷历史新高\n在美国非农报告公布前夕，三大指数周四集体收涨，油气板块大涨推动标普500指数创历史新高，纳指亦小幅刷新收盘历史新高。截至收盘，标普500指数涨0.28%，报4536.95点；纳斯达克指数涨0.14%，报15331.18点；道琼斯指数涨0.37%，报35443.82点。\n热门中概股周四收盘涨跌互现 区块链概念股走高\n比特币一度站上50000美元/枚，为逾一周来首次，区块链概念股中，比特矿业涨超35%，第九城市涨超3%，亿邦国际涨超2%，嘉楠科技涨超1%，比特数字盘中一度涨超8%；中概新能源汽车股逆势上涨，蔚来汽车涨3.38%，小鹏汽车涨0.02%，理想汽车涨2.4%；滴滴跌超4%，拼多多、好未来跌超3%，新东方跌近2%。\n美国WTI原油期货收高2% 逼近70美元关口\n原油期货周四收高。受近期数据显示美国原油库存大幅下降的提振，美国WTI原油价格创一个月来新高。纽约商品交易所10月交割的西德州中质原油（WTI）期货价格上涨1.40美元，涨幅2%，收于每桶69.99美元，创8月6日以来的最高结算价。\n黄金期货收跌0.3% 连续第二日收跌\n黄金期货价格周四录得连续第二个交易日收跌。即使美元与美国国债收益率下滑，仍未能支撑金价上行。投资者正在关注美国8月非农就业数据，以确定未来的美联储政策路径与金价走向。纽约商品交易所12月交割的黄金期货价格下跌4.50美元，跌幅近0.3%，收于每盎司1811.50美元。\n欧洲股市普遍收高 眼下市场聚焦美国非农就业报告\n欧股普遍收高，投资者准备迎接周五公布的美国非农就业报告。泛欧斯托克600指数收盘上涨1.48点，涨幅0.31%，报474.60点。其中石油和天然气类股领涨，涨幅2%；德国DAX30指数收盘上涨16.30点，涨幅0.10%，报15840.59点；英国富时100指数收盘上涨14.06点，涨幅0.20%，报7163.90点；法国CAC40指数收盘上涨4.39点，涨幅0.07%，报6763.08点。\n国际宏观\n美国经济增长放缓集中在第三季度？高盛、摩根士丹利猛砍GDP预期\n据最新消息，高盛提高了对美国第四季度的经济增长预期，但降低了对第三季度的预期。值得一提的是，摩根士丹利的经济学家也表示，预计下半年经济增长放缓主要发生在第三季度，很大程度上是因为刺激支出回收和持续的供应链问题。\n美国至8月28日当周初请失业金人数为34万人\n美国至8月28日当周初请失业金人数为34万人，预期34.5万人，前值35.3万人。CNBC评初请失业金人数称，美国劳工部周四报告称，上周首次申请失业保险的人数降至2020年3月14日当周以来的最低水平，这是劳动力市场从新冠疫情中逐步改善的另一个迹象。\n美国8月份报告职位空缺的小企业占比达到创纪录的50%\n全美独立企业联合会（NFIB）周四表示，8月份仍存在职位空缺的美国小企业占比达到创纪录高位，史无前例的空缺职位数量促使企业主提高工资以吸引劳动者。\n美国多州遭遇飓风重创 拜登下令能源部“抛储”维持燃油供应\n拜登在新闻发布会上确认命令美国能源部用尽一切工具，包括动用战略石油储备确保多州在飓风艾达过境后维持充足的汽油供应。美国能源部也于周四确认，将向埃克森美孚旗下的路易斯安那炼厂出借150万桶原油，该炼厂的产能为51.7万桶/天。\n德国汽车行业形势显著恶化 景气指数创下4月以来最低值\n德国智库伊弗经济研究所发布的报告显示，该国8月汽车行业的景气指数从上个月的56.4大幅跌至28.8，创下今年4月以来的最低值。对此，伊弗经济研究所专家法尔克指出，德国汽车业景气指数的明显下滑表明业界依旧深受零部件供应短缺的影响，尤其汽车芯片的供应不足持续拖累企业生产环节。\n公司新闻\n苹果抽成新政刺激内容订阅平台集体走高\n随着苹果宣布与日本公正取引委员会（JFTC）达成和解并放松内容订阅服务商（reader apps）用户登陆限制，允许相关开发者引导用户在其他渠道付费，一众订阅服务行业的科技公司闻风而涨。截至周四收盘，Spotify涨6.57%、奈飞涨1.11%、Match Group涨6.12%、Bumble涨4.41%。\n通用汽车宣布下周起大部分北美工厂停产\n当地时间周四，通用汽车宣布由于全球芯片短缺将从下周一开始暂停多数北美工厂的作业，并将根据供应链进展作出进一步调整。公司表示，除了四处生产设施外，其余所有的北美装配厂都将在下周一进入停产状态，预计维持一至两周，后续将根据供应链情况进展更新应对措施。\n芯片短缺重创汽车行业 福特8月美国汽车销量骤降33%\n福特汽车周四宣布，八月美国市场销量为12.41万辆，同比下降33.1%，主要的原因依然是芯片短缺。就在本周三，福特汽车刚宣布继续削减F-150皮卡等高利润车型的生产。\n太空首秀出现偏航问题，维珍银河遭勒令停飞\n美国联邦航空管理局（FAA）周四宣布，针对7月11日维珍银河载人太空飞行中出现偏航问题，勒令该公司停飞等待进一步调查。受此消息影响，维珍银河股价盘中跳水，截至收盘跌2.99%。就在监管宣布停飞前数小时，维珍银河周四刚宣布下一次飞行试验的机组人员，其中包括三名意大利空军，瞄准的发射窗口是九月底至十月初。\n消息称Reddit正聘请IPO顾问 寻求明年上市时估值超150亿美元\n知情人士周四表示，美国社交论坛Reddit正寻求聘请投行顾问和律师在纽约进行首次公开募股（IPO）。Reddit在上个月的一轮私人融资中估值为100亿美元。一位消息人士称，到明年年初IPO时，Reddit希望其估值将超过150亿美元。\n雾芯科技涨超10%！发布首个电子烟空弹回收计划\n该公司发布首个电子烟空弹回收计划。这也是国内电子烟品牌发布的首个空弹回收计划，首批将在北京和全国十个城市投放约6000个回收桶。该股收涨超10%，报5.9美元。\n博通第三季度营收67.78亿美元，净利润18.02亿美元\n财报显示，第三季度营收67.78亿美元，市场预期67.57亿美元，去年同期58.21亿美元；第三季度净利润18.02亿美元，去年同期6.14亿美元；第三季度每股盈利4.2美元，市场预期3.73美元，去年同期1.45美元；第三财季非GAAP每股盈利为6.96美元。\nDocuSign 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