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孟一
2021-03-11
$小米集团-W(01810)$
,最有发展潜力的
孟一
2021-04-12
持续的芯片短缺给车企带来冲击。但有分析师认为,芯片制造商却从中受益不小。过去一年,主要芯片商股价收益可观,这当然是受到了强劲业绩的带动。以AMD为例,其在去年的营收同比增长45%,净利润水平则同比飙升了630%。英伟达截至1月31日的过去一个财年,也就是2021财年的营收同比增长53%,达到了创纪录水平,而台积电去年第四季度的利润同比增长近23%。值得注意的是,台积电的毛利率在去年第四季度达到54%,这一水平远超其主要代工客户——苹果公司,可以说赚钱能力惊人。不过也有花旗分析师担心,在全球芯片荒缓解之后,可能会随之出现一定的供应过剩风险。来源:央视财经$台积电(TSM)$ $AMD(AMD)$ $苹果(AAPL)$
孟一
2021-03-23
小白的港股打新之路
美股打307股,中6股。港股 10倍杠杆,手续费276,别说赚钱了,手续费都赔进了,从开户到现在,我这个心情啊像坐滑轮车嗖嗖往下滑滑,经常看同学们讨论出资,没有办法出资,我这是笑话我自己呢[流泪] [流泪] [流泪] [流泪]
小白的港股打新之路
孟一
2021-04-12
持续的芯片短缺给车企带来冲击。但有分析师认为,芯片制造商却从中受益不小。过去一年,主要芯片商股价收益可观,这当然是受到了强劲业绩的带动。以AMD为例,其在去年的营收同比增长45%,净利润水平则同比飙升了630%。英伟达截至1月31日的过去一个财年,也就是2021财年的营收同比增长53%,达到了创纪录水平,而台积电去年第四季度的利润同比增长近23%。值得注意的是,台积电的毛利率在去年第四季度达到54%,这一水平远超其主要代工客户——苹果公司,可以说赚钱能力惊人。不过也有花旗分析师担心,在全球芯片荒缓解之后,可能会随之出现一定的供应过剩风险。来源:央视财经$台积电(TSM)$ $AMD(AMD)$ $苹果(AAPL)$
孟一
2021-03-16
这次百度中签率,大家都很期待,希望有小小的惊喜吧,毕竟大家都是融资打的
孟一
2021-04-10
这一轮“缺芯潮”的原因是【需求端增加】,同时【供给端减少】,可谓戴维斯双击。【需求端增加】:智能穿戴、电子设备、智能电车等等工业新产品的诞生,对芯片需求陡增。简单来说,就是现在和未来,我们身边的工业品会越来越智能化,它们对芯片的需求也越来越多。【供给端减少】:疫情影响,停工停产;天灾人祸影响,比如:法国工人ba工、美国大雪、日本地震火灾;产能配置影响,比如:$台积电(TSM)$ 把大部分产能都给了高利润的手机芯片,汽车、电子等分不出产能了。以上因素,导致了“缺芯潮”的爆发。如果在细分一下,所谓“缺芯潮”,主要是指【28nm及28nm以上】的中低端汽车、电子芯片。28nm以下(不含)的高工艺芯片,以手机为主,主要产能集中在台积电手里;受制于美国,大陆的晶圆厂短期难以在这个领域有所突破。而28nm以上(含)的成熟工艺,大陆已基本自主可控。所以,这次全球“缺芯潮”,反而对我们来说是一个绝佳的机遇。不过,美国肯定不会坐视我们抓住这次机会,把半导体产业发展上来。于是,美国在4月初,就开始谋划拉上日韩,阻断我国半导体发展。根据日本媒体报道,日本与美国将会达成半导体大规模的联合投资。同时,拜登强调:要借助近期的“缺芯潮”,加大投资半导体产业的力度,在与中国的半导体竞赛中取胜。看到这的小伙伴可能有点懵逼,美国要与中国半导体竞赛?只有互为对手才会有竞赛,我们的半导体不是被美国吊打吗?其实不然。看似强大的美国半导体,在产业去中心化后,半导体产业的全球份额是一直在下降,反之我们是一直在上升。并且,在这次主缺的成熟进程工艺,我国已基本实现了自主可控。也就是说,我国的半导体产业,其实并没有大家想想中的那么糟。除了手机这种高端消费电子之外,军工、家电、汽车等芯片,美国是无法轻易对我们实施卡脖子的。美国人很直率,但凡能直接卡你的,绝对不墨迹,只有卡不了,才会用“竞赛”这种词汇。说了这么多,是让大家对当下
孟一
2021-03-28
这次全国动荡
孟一
2021-03-27
我真是痛中思痛,从入金到打新三次,三次全套,特别是知乎一共中了5签,昨天熬了一点半都没有开盘,开盘了,傻了,7块多,只能说在投资的路上坎坷比较多[流泪] [流泪] [流泪] [流泪]
孟一
2021-03-25
美股,港股,A股全部下跌,美股一片红,A股一片绿
孟一
2021-03-24
今天是万紫千绿,一片红了,涂鸦、百度这玩意儿太打脸了的
孟一
2021-03-23
这港股玩的是心跳啊,天呐,这都降到要破发的状态了,52买的,51块四
孟一
2021-03-22
涂鸦智能刚上市睡着了,错过了最高点交易,等达到25.12的时候,想往上涨涨呢,现在直接掉到24块了,天呐,你说像过山车一样,嘿嘿嘿,亏了中的少陆股[微笑] [微笑]
孟一
2021-03-11
给大家分享一只股票
孟一
2021-04-29
美国总统拜登在国会演说中大力提倡买美国货。他表示,“买美国货,这不违反任何贸易协定。自20世纪30年代以来,购买美国货就成了一条法律。美国税金将用于购买在美国制造的美国产品并创造美国就业机会。事情本该如此,本届政府会这么做。提起美国货,大家都想起什么?$纳斯达克(.IXIC)$ $标普500(.SPX)$ $道琼斯(.DJI)$
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$苹果(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/342800958","isVote":1,"tweetType":1,"viewCount":2593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":342177533,"gmtCreate":1618194192722,"gmtModify":1618194192722,"author":{"id":"3578115955020405","authorId":"3578115955020405","name":"孟一","avatar":"https://static.tigerbbs.com/263dd70b04792c216c18b89b2f996953","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"持续的芯片短缺给车企带来冲击。但有分析师认为,芯片制造商却从中受益不小。过去一年,主要芯片商股价收益可观,这当然是受到了强劲业绩的带动。以AMD为例,其在去年的营收同比增长45%,净利润水平则同比飙升了630%。英伟达截至1月31日的过去一个财年,也就是2021财年的营收同比增长53%,达到了创纪录水平,而台积电去年第四季度的利润同比增长近23%。值得注意的是,台积电的毛利率在去年第四季度达到54%,这一水平远超其主要代工客户——苹果公司,可以说赚钱能力惊人。不过也有花旗分析师担心,在全球芯片荒缓解之后,可能会随之出现一定的供应过剩风险。来源:央视财经$台积电(TSM)$ $AMD(AMD)$ $苹果(AAPL)$","listText":"持续的芯片短缺给车企带来冲击。但有分析师认为,芯片制造商却从中受益不小。过去一年,主要芯片商股价收益可观,这当然是受到了强劲业绩的带动。以AMD为例,其在去年的营收同比增长45%,净利润水平则同比飙升了630%。英伟达截至1月31日的过去一个财年,也就是2021财年的营收同比增长53%,达到了创纪录水平,而台积电去年第四季度的利润同比增长近23%。值得注意的是,台积电的毛利率在去年第四季度达到54%,这一水平远超其主要代工客户——苹果公司,可以说赚钱能力惊人。不过也有花旗分析师担心,在全球芯片荒缓解之后,可能会随之出现一定的供应过剩风险。来源:央视财经$台积电(TSM)$ $AMD(AMD)$ $苹果(AAPL)$","text":"持续的芯片短缺给车企带来冲击。但有分析师认为,芯片制造商却从中受益不小。过去一年,主要芯片商股价收益可观,这当然是受到了强劲业绩的带动。以AMD为例,其在去年的营收同比增长45%,净利润水平则同比飙升了630%。英伟达截至1月31日的过去一个财年,也就是2021财年的营收同比增长53%,达到了创纪录水平,而台积电去年第四季度的利润同比增长近23%。值得注意的是,台积电的毛利率在去年第四季度达到54%,这一水平远超其主要代工客户——苹果公司,可以说赚钱能力惊人。不过也有花旗分析师担心,在全球芯片荒缓解之后,可能会随之出现一定的供应过剩风险。来源:央视财经$台积电(TSM)$ $AMD(AMD)$ $苹果(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/342177533","isVote":1,"tweetType":1,"viewCount":1723,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3516593271667128","authorId":"3516593271667128","name":"晓宇哦哦","avatar":"https://static.tigerbbs.com/050ecdcbf1bbd49cd131f5ad5796fb50","crmLevel":1,"crmLevelSwitch":0},"content":"其实真实情况是 芯片并不短缺 只是美国的骚操作 让芯片恶性囤积 也就是说 它宁可让芯片发霉 也不卖","text":"其实真实情况是 芯片并不短缺 只是美国的骚操作 让芯片恶性囤积 也就是说 它宁可让芯片发霉 也不卖","html":"其实真实情况是 芯片并不短缺 只是美国的骚操作 让芯片恶性囤积 也就是说 它宁可让芯片发霉 也不卖"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346203542,"gmtCreate":1618039282086,"gmtModify":1618042387364,"author":{"id":"3578115955020405","authorId":"3578115955020405","name":"孟一","avatar":"https://static.tigerbbs.com/263dd70b04792c216c18b89b2f996953","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这一轮“缺芯潮”的原因是【需求端增加】,同时【供给端减少】,可谓戴维斯双击。【需求端增加】:智能穿戴、电子设备、智能电车等等工业新产品的诞生,对芯片需求陡增。简单来说,就是现在和未来,我们身边的工业品会越来越智能化,它们对芯片的需求也越来越多。【供给端减少】:疫情影响,停工停产;天灾人祸影响,比如:法国工人ba工、美国大雪、日本地震火灾;产能配置影响,比如:$台积电(TSM)$ 把大部分产能都给了高利润的手机芯片,汽车、电子等分不出产能了。以上因素,导致了“缺芯潮”的爆发。如果在细分一下,所谓“缺芯潮”,主要是指【28nm及28nm以上】的中低端汽车、电子芯片。28nm以下(不含)的高工艺芯片,以手机为主,主要产能集中在台积电手里;受制于美国,大陆的晶圆厂短期难以在这个领域有所突破。而28nm以上(含)的成熟工艺,大陆已基本自主可控。所以,这次全球“缺芯潮”,反而对我们来说是一个绝佳的机遇。不过,美国肯定不会坐视我们抓住这次机会,把半导体产业发展上来。于是,美国在4月初,就开始谋划拉上日韩,阻断我国半导体发展。根据日本媒体报道,日本与美国将会达成半导体大规模的联合投资。同时,拜登强调:要借助近期的“缺芯潮”,加大投资半导体产业的力度,在与中国的半导体竞赛中取胜。看到这的小伙伴可能有点懵逼,美国要与中国半导体竞赛?只有互为对手才会有竞赛,我们的半导体不是被美国吊打吗?其实不然。看似强大的美国半导体,在产业去中心化后,半导体产业的全球份额是一直在下降,反之我们是一直在上升。并且,在这次主缺的成熟进程工艺,我国已基本实现了自主可控。也就是说,我国的半导体产业,其实并没有大家想想中的那么糟。除了手机这种高端消费电子之外,军工、家电、汽车等芯片,美国是无法轻易对我们实施卡脖子的。美国人很直率,但凡能直接卡你的,绝对不墨迹,只有卡不了,才会用“竞赛”这种词汇。说了这么多,是让大家对当下","listText":"这一轮“缺芯潮”的原因是【需求端增加】,同时【供给端减少】,可谓戴维斯双击。【需求端增加】:智能穿戴、电子设备、智能电车等等工业新产品的诞生,对芯片需求陡增。简单来说,就是现在和未来,我们身边的工业品会越来越智能化,它们对芯片的需求也越来越多。【供给端减少】:疫情影响,停工停产;天灾人祸影响,比如:法国工人ba工、美国大雪、日本地震火灾;产能配置影响,比如:$台积电(TSM)$ 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[流泪] ","listText":"全都破发,还可以打新吗?[流泪] [流泪] ","text":"全都破发,还可以打新吗?[流泪] 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$苹果(AAPL)$","listText":"持续的芯片短缺给车企带来冲击。但有分析师认为,芯片制造商却从中受益不小。过去一年,主要芯片商股价收益可观,这当然是受到了强劲业绩的带动。以AMD为例,其在去年的营收同比增长45%,净利润水平则同比飙升了630%。英伟达截至1月31日的过去一个财年,也就是2021财年的营收同比增长53%,达到了创纪录水平,而台积电去年第四季度的利润同比增长近23%。值得注意的是,台积电的毛利率在去年第四季度达到54%,这一水平远超其主要代工客户——苹果公司,可以说赚钱能力惊人。不过也有花旗分析师担心,在全球芯片荒缓解之后,可能会随之出现一定的供应过剩风险。来源:央视财经$台积电(TSM)$ $AMD(AMD)$ $苹果(AAPL)$","text":"持续的芯片短缺给车企带来冲击。但有分析师认为,芯片制造商却从中受益不小。过去一年,主要芯片商股价收益可观,这当然是受到了强劲业绩的带动。以AMD为例,其在去年的营收同比增长45%,净利润水平则同比飙升了630%。英伟达截至1月31日的过去一个财年,也就是2021财年的营收同比增长53%,达到了创纪录水平,而台积电去年第四季度的利润同比增长近23%。值得注意的是,台积电的毛利率在去年第四季度达到54%,这一水平远超其主要代工客户——苹果公司,可以说赚钱能力惊人。不过也有花旗分析师担心,在全球芯片荒缓解之后,可能会随之出现一定的供应过剩风险。来源:央视财经$台积电(TSM)$ $AMD(AMD)$ $苹果(AAPL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/342177533","isVote":1,"tweetType":1,"viewCount":1723,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3516593271667128","authorId":"3516593271667128","name":"晓宇哦哦","avatar":"https://static.tigerbbs.com/050ecdcbf1bbd49cd131f5ad5796fb50","crmLevel":1,"crmLevelSwitch":0},"content":"其实真实情况是 芯片并不短缺 只是美国的骚操作 让芯片恶性囤积 也就是说 它宁可让芯片发霉 也不卖","text":"其实真实情况是 芯片并不短缺 只是美国的骚操作 让芯片恶性囤积 也就是说 它宁可让芯片发霉 也不卖","html":"其实真实情况是 芯片并不短缺 只是美国的骚操作 让芯片恶性囤积 也就是说 它宁可让芯片发霉 也不卖"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":325160996,"gmtCreate":1615876604215,"gmtModify":1703494327566,"author":{"id":"3578115955020405","authorId":"3578115955020405","name":"孟一","avatar":"https://static.tigerbbs.com/263dd70b04792c216c18b89b2f996953","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这次百度中签率,大家都很期待,希望有小小的惊喜吧,毕竟大家都是融资打的","listText":"这次百度中签率,大家都很期待,希望有小小的惊喜吧,毕竟大家都是融资打的","text":"这次百度中签率,大家都很期待,希望有小小的惊喜吧,毕竟大家都是融资打的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/325160996","isVote":1,"tweetType":1,"viewCount":927,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":346203542,"gmtCreate":1618039282086,"gmtModify":1618042387364,"author":{"id":"3578115955020405","authorId":"3578115955020405","name":"孟一","avatar":"https://static.tigerbbs.com/263dd70b04792c216c18b89b2f996953","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这一轮“缺芯潮”的原因是【需求端增加】,同时【供给端减少】,可谓戴维斯双击。【需求端增加】:智能穿戴、电子设备、智能电车等等工业新产品的诞生,对芯片需求陡增。简单来说,就是现在和未来,我们身边的工业品会越来越智能化,它们对芯片的需求也越来越多。【供给端减少】:疫情影响,停工停产;天灾人祸影响,比如:法国工人ba工、美国大雪、日本地震火灾;产能配置影响,比如:$台积电(TSM)$ 把大部分产能都给了高利润的手机芯片,汽车、电子等分不出产能了。以上因素,导致了“缺芯潮”的爆发。如果在细分一下,所谓“缺芯潮”,主要是指【28nm及28nm以上】的中低端汽车、电子芯片。28nm以下(不含)的高工艺芯片,以手机为主,主要产能集中在台积电手里;受制于美国,大陆的晶圆厂短期难以在这个领域有所突破。而28nm以上(含)的成熟工艺,大陆已基本自主可控。所以,这次全球“缺芯潮”,反而对我们来说是一个绝佳的机遇。不过,美国肯定不会坐视我们抓住这次机会,把半导体产业发展上来。于是,美国在4月初,就开始谋划拉上日韩,阻断我国半导体发展。根据日本媒体报道,日本与美国将会达成半导体大规模的联合投资。同时,拜登强调:要借助近期的“缺芯潮”,加大投资半导体产业的力度,在与中国的半导体竞赛中取胜。看到这的小伙伴可能有点懵逼,美国要与中国半导体竞赛?只有互为对手才会有竞赛,我们的半导体不是被美国吊打吗?其实不然。看似强大的美国半导体,在产业去中心化后,半导体产业的全球份额是一直在下降,反之我们是一直在上升。并且,在这次主缺的成熟进程工艺,我国已基本实现了自主可控。也就是说,我国的半导体产业,其实并没有大家想想中的那么糟。除了手机这种高端消费电子之外,军工、家电、汽车等芯片,美国是无法轻易对我们实施卡脖子的。美国人很直率,但凡能直接卡你的,绝对不墨迹,只有卡不了,才会用“竞赛”这种词汇。说了这么多,是让大家对当下","listText":"这一轮“缺芯潮”的原因是【需求端增加】,同时【供给端减少】,可谓戴维斯双击。【需求端增加】:智能穿戴、电子设备、智能电车等等工业新产品的诞生,对芯片需求陡增。简单来说,就是现在和未来,我们身边的工业品会越来越智能化,它们对芯片的需求也越来越多。【供给端减少】:疫情影响,停工停产;天灾人祸影响,比如:法国工人ba工、美国大雪、日本地震火灾;产能配置影响,比如:$台积电(TSM)$ 把大部分产能都给了高利润的手机芯片,汽车、电子等分不出产能了。以上因素,导致了“缺芯潮”的爆发。如果在细分一下,所谓“缺芯潮”,主要是指【28nm及28nm以上】的中低端汽车、电子芯片。28nm以下(不含)的高工艺芯片,以手机为主,主要产能集中在台积电手里;受制于美国,大陆的晶圆厂短期难以在这个领域有所突破。而28nm以上(含)的成熟工艺,大陆已基本自主可控。所以,这次全球“缺芯潮”,反而对我们来说是一个绝佳的机遇。不过,美国肯定不会坐视我们抓住这次机会,把半导体产业发展上来。于是,美国在4月初,就开始谋划拉上日韩,阻断我国半导体发展。根据日本媒体报道,日本与美国将会达成半导体大规模的联合投资。同时,拜登强调:要借助近期的“缺芯潮”,加大投资半导体产业的力度,在与中国的半导体竞赛中取胜。看到这的小伙伴可能有点懵逼,美国要与中国半导体竞赛?只有互为对手才会有竞赛,我们的半导体不是被美国吊打吗?其实不然。看似强大的美国半导体,在产业去中心化后,半导体产业的全球份额是一直在下降,反之我们是一直在上升。并且,在这次主缺的成熟进程工艺,我国已基本实现了自主可控。也就是说,我国的半导体产业,其实并没有大家想想中的那么糟。除了手机这种高端消费电子之外,军工、家电、汽车等芯片,美国是无法轻易对我们实施卡脖子的。美国人很直率,但凡能直接卡你的,绝对不墨迹,只有卡不了,才会用“竞赛”这种词汇。说了这么多,是让大家对当下","text":"这一轮“缺芯潮”的原因是【需求端增加】,同时【供给端减少】,可谓戴维斯双击。【需求端增加】:智能穿戴、电子设备、智能电车等等工业新产品的诞生,对芯片需求陡增。简单来说,就是现在和未来,我们身边的工业品会越来越智能化,它们对芯片的需求也越来越多。【供给端减少】:疫情影响,停工停产;天灾人祸影响,比如:法国工人ba工、美国大雪、日本地震火灾;产能配置影响,比如:$台积电(TSM)$ 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