Kalwen的个人主页 - 老虎社区

Kalwen

Kalwen

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0勋章

2021-08-30

$AMC 20210903 30.0 PUT(AMC)$跌倒谷底了。

2021-07-20

$苹果(AAPL)$uo up

2021-07-19

$苹果(AAPL)$涨起来

2021-07-16

$苹果(AAPL)$涨涨涨

2021-08-26

$AMC 20210903 30.0 PUT(AMC)$有问题吗？

2021-08-20

$BNTX 20210820 480.0 CALL(BNTX)$跌倒了尽头，难以翻身，就让它去吧！

2021-07-23

$苹果(AAPL)$保持稳定

2021-07-13

$苹果(AAPL)$机会难得

2021-08-13

$BNTX 20210820 480.0 CALL(BNTX)$今晚可以轰轰烈烈涨一次呱。

2021-07-23

稳定走势，一路向上

2021-07-22

$苹果(AAPL)$起起落落

2021-07-18

$苹果(AAPL)$up up

2021-08-18

$MRNA 20210820 500.0 CALL(MRNA)$今晚大回弹一次啊！

2021-08-17

今晚大力大力的回弹一轮。

2021-08-13

今晚高涨一次。

2021-08-12

最后冲次到顶楼。涨涨涨。

2021-08-11

加油上升，涨涨

2021-08-06

继续涨涨涨

2021-08-06

今晚会有冲次吗？

抱歉，原内容已删除

2021-08-05

还会涨吗？

抱歉，原内容已删除

去老虎APP查看更多动态

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CALL(BNTX)$</a>跌倒了尽头，难以翻身，就让它去吧！","text":"$BNTX 20210820 480.0 CALL(BNTX)$跌倒了尽头，难以翻身，就让它去吧！","images":[{"img":"https://static.tigerbbs.com/2dc822a8c40b960b15d639f6e199a201","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/836967815","isVote":1,"tweetType":1,"viewCount":799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":833779465,"gmtCreate":1629268510057,"gmtModify":1631884077860,"author":{"id":"3578448091416171","authorId":"3578448091416171","name":"Kalwen","avatar":"https://static.tigerbbs.com/3b8f3321a2c3db052d5b9b42527ac10f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MRNA\">$MRNA 20210820 500.0 CALL(MRNA)$</a>今晚大回弹一次啊！","listText":"<a href=\"https://laohu8.com/S/MRNA\">$MRNA 20210820 500.0 CALL(MRNA)$</a>今晚大回弹一次啊！","text":"$MRNA 20210820 500.0 CALL(MRNA)$今晚大回弹一次啊！","images":[{"img":"https://static.tigerbbs.com/c6e22c3f0021fa38dd2a0ddff8a20c9b","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/833779465","isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":839257130,"gmtCreate":1629163219920,"gmtModify":1631890915879,"author":{"id":"3578448091416171","authorId":"3578448091416171","name":"Kalwen","avatar":"https://static.tigerbbs.com/3b8f3321a2c3db052d5b9b42527ac10f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"今晚大力大力的回弹一轮。","listText":"今晚大力大力的回弹一轮。","text":"今晚大力大力的回弹一轮。","images":[{"img":"https://static.tigerbbs.com/960d69f8e7d6cfb87818fcd18ce6c2a6","width":"1080","height":"2362"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839257130","isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":894879365,"gmtCreate":1628818765157,"gmtModify":1631883798082,"author":{"id":"3578448091416171","authorId":"3578448091416171","name":"Kalwen","avatar":"https://static.tigerbbs.com/3b8f3321a2c3db052d5b9b42527ac10f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BNTX\">$BNTX 20210820 480.0 CALL(BNTX)$</a>今晚可以轰轰烈烈涨一次呱。","listText":"<a href=\"https://laohu8.com/S/BNTX\">$BNTX 20210820 480.0 CALL(BNTX)$</a>今晚可以轰轰烈烈涨一次呱。","text":"$BNTX 20210820 480.0 CALL(BNTX)$今晚可以轰轰烈烈涨一次呱。","images":[{"img":"https://static.tigerbbs.com/bf00ef28057e114ba0c0c8ce34da67b3","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/894879365","isVote":1,"tweetType":1,"viewCount":542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":894847081,"gmtCreate":1628818618543,"gmtModify":1631890915886,"author":{"id":"3578448091416171","authorId":"3578448091416171","name":"Kalwen","avatar":"https://static.tigerbbs.com/3b8f3321a2c3db052d5b9b42527ac10f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"今晚高涨一次。","listText":"今晚高涨一次。","text":"今晚高涨一次。","images":[{"img":"https://static.tigerbbs.com/c25f75abbf7a7a25b25e3e9c30378088","width":"1080","height":"3266"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/894847081","isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":895514223,"gmtCreate":1628756343762,"gmtModify":1631890915883,"author":{"id":"3578448091416171","authorId":"3578448091416171","name":"Kalwen","avatar":"https://static.tigerbbs.com/3b8f3321a2c3db052d5b9b42527ac10f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"最后冲次到顶楼。涨涨涨。","listText":"最后冲次到顶楼。涨涨涨。","text":"最后冲次到顶楼。涨涨涨。","images":[{"img":"https://static.tigerbbs.com/591395240921b1bfc149f1481ba7fc1b","width":"1080","height":"3266"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/895514223","isVote":1,"tweetType":1,"viewCount":378,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":892245818,"gmtCreate":1628668433934,"gmtModify":1631890915886,"author":{"id":"3578448091416171","authorId":"3578448091416171","name":"Kalwen","avatar":"https://static.tigerbbs.com/3b8f3321a2c3db052d5b9b42527ac10f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"加油上升，涨涨","listText":"加油上升，涨涨","text":"加油上升，涨涨","images":[{"img":"https://static.tigerbbs.com/5ecbfdb773e5277af2fd8f489c81d6fd","width":"1080","height":"3266"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892245818","isVote":1,"tweetType":1,"viewCount":687,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":893922726,"gmtCreate":1628231433465,"gmtModify":1631890915889,"author":{"id":"3578448091416171","authorId":"3578448091416171","name":"Kalwen","avatar":"https://static.tigerbbs.com/3b8f3321a2c3db052d5b9b42527ac10f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"继续涨涨涨","listText":"继续涨涨涨","text":"继续涨涨涨","images":[{"img":"https://static.tigerbbs.com/95f60ec20233de575b01227412ae4f5a","width":"1080","height":"3194"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893922726","isVote":1,"tweetType":1,"viewCount":241,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":893921330,"gmtCreate":1628231031920,"gmtModify":1631890915893,"author":{"id":"3578448091416171","authorId":"3578448091416171","name":"Kalwen","avatar":"https://static.tigerbbs.com/3b8f3321a2c3db052d5b9b42527ac10f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"今晚会有冲次吗？","listText":"今晚会有冲次吗？","text":"今晚会有冲次吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/893921330","repostId":"2157458810","repostType":2,"repost":{"id":"2157458810","pubTimestamp":1628175062,"share":"https://www.laohu8.com/m/news/2157458810?lang=&edition=full","pubTime":"2021-08-05 22:51","market":"hk","language":"zh","title":"AMD(AMD.US)股价回调 跌超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2157458810","media":"格隆汇","summary":"格隆汇8月5日丨AMD(AMD.US)今日股价回调，现跌幅为4.15%，报113.84美元，成交额为56亿美元，最新总市值为1380.66亿美元。AMD最近的股价走势异常强劲，已经连续六个交易日上涨并不断刷新历史新高。有迹象显示，该公司正在从规模更大的竞争对手英特尔手中夺走市场份额。","content":"<html><body><p>格隆汇8月5日丨<a href=\"https://laohu8.com/S/AMD\">AMD</a>(AMD.US)今日股价回调，现跌幅为4.15%，报113.84美元，成交额为56亿美元，最新总市值为1380.66亿美元。AMD最近的股价走势异常强劲，已经连续六个交易日上涨并不断刷新历史新高。有迹象显示，该公司正在从规模更大的竞争对手<a href=\"https://laohu8.com/S/INTC\">英特尔</a>手中夺走市场份额。</p><p><img src=\"https://img3.gelonghui.com/04d7e-1faf559f-5ce9-46a8-b861-76fa036cc90e.png\"/></p></body></html>","source":"stock_gelonghui","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\" 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.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(AMD.US)股价回调 跌超4%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-05 22:51 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/news/detail.html?id=595091><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>格隆汇8月5日丨AMD(AMD.US)今日股价回调，现跌幅为4.15%，报113.84美元，成交额为56亿美元，最新总市值为1380.66亿美元。AMD最近的股价走势异常强劲，已经连续六个交易日上涨并不断刷新历史新高。有迹象显示，该公司正在从规模更大的竞争对手英特尔手中夺走市场份额。</p>\n\n<a href=\"https://www.gelonghui.com/news/detail.html?id=595091\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/15e20574f8fb568333181d61bb200086","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://www.gelonghui.com/news/detail.html?id=595091","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2157458810","content_text":"格隆汇8月5日丨AMD(AMD.US)今日股价回调，现跌幅为4.15%，报113.84美元，成交额为56亿美元，最新总市值为1380.66亿美元。AMD最近的股价走势异常强劲，已经连续六个交易日上涨并不断刷新历史新高。有迹象显示，该公司正在从规模更大的竞争对手英特尔手中夺走市场份额。","news_type":1},"isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":899327101,"gmtCreate":1628162625603,"gmtModify":1631890915898,"author":{"id":"3578448091416171","authorId":"3578448091416171","name":"Kalwen","avatar":"https://static.tigerbbs.com/3b8f3321a2c3db052d5b9b42527ac10f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"还会涨吗？","listText":"还会涨吗？","text":"还会涨吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899327101","repostId":"1135757006","repostType":4,"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":899322958,"gmtCreate":1628162251974,"gmtModify":1633753051490,"author":{"id":"3578448091416171","authorId":"3578448091416171","name":"Kalwen","avatar":"https://static.tigerbbs.com/3b8f3321a2c3db052d5b9b42527ac10f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"几时才会涨啊！","listText":"几时才会涨啊！","text":"几时才会涨啊！","images":[{"img":"https://static.tigerbbs.com/53169499b8cbebf025d4f5f97990e7c4","width":"1080","height":"3194"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899322958","isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":890038568,"gmtCreate":1628065376754,"gmtModify":1633753917476,"author":{"id":"3578448091416171","authorId":"3578448091416171","name":"Kalwen","avatar":"https://static.tigerbbs.com/3b8f3321a2c3db052d5b9b42527ac10f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"几时上回去呀！","listText":"几时上回去呀！","text":"几时上回去呀！","images":[{"img":"https://static.tigerbbs.com/7976a6227ea30fb8dd7f184c46fdc658","width":"1080","height":"3266"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890038568","isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":805577019,"gmtCreate":1627895119531,"gmtModify":1633755513025,"author":{"id":"3578448091416171","authorId":"3578448091416171","name":"Kalwen","avatar":"https://static.tigerbbs.com/3b8f3321a2c3db052d5b9b42527ac10f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"爆涨一轮直上冲天。","listText":"爆涨一轮直上冲天。","text":"爆涨一轮直上冲天。","images":[{"img":"https://static.tigerbbs.com/92e5009b5b3cfebe241ab37fa246c654","width":"1080","height":"3266"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805577019","isVote":1,"tweetType":1,"viewCount":496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":806363504,"gmtCreate":1627633296408,"gmtModify":1633757583104,"author":{"id":"3578448091416171","authorId":"3578448091416171","name":"Kalwen","avatar":"https://static.tigerbbs.com/3b8f3321a2c3db052d5b9b42527ac10f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"涨涨起来，创新高","listText":"涨涨起来，创新高","text":"涨涨起来，创新高","images":[{"img":"https://static.tigerbbs.com/5fd49823e68c649e8dcb0ad21a6a37ec","width":"1080","height":"2362"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/806363504","isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":808053769,"gmtCreate":1627546425351,"gmtModify":1633763934339,"author":{"id":"3578448091416171","authorId":"3578448091416171","name":"Kalwen","avatar":"https://static.tigerbbs.com/3b8f3321a2c3db052d5b9b42527ac10f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"敢敢投资一些。","listText":"敢敢投资一些。","text":"敢敢投资一些。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808053769","repostId":"1127826278","repostType":4,"repost":{"id":"1127826278","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image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15:13","market":"sh","language":"zh","title":"大盘上演报复性反弹，芯片股凭啥成为最强王者？","url":"https://stock-news.laohu8.com/highlight/detail?id=1127826278","media":"华尔街见闻","summary":"在芯片供需持续紧缺的局面之下，华安证券认为，目前芯片大厂排队加价大抢产能，国内外的8寸和12寸晶圆产能持续紧张。IDM和代工、以及半导体材料板块2021年全年业绩确定性高，且景气度有望持续全年。\n\n7","content":"<blockquote>\n 在芯片供需持续紧缺的局面之下，<a href=\"https://laohu8.com/S/600909\">华安证券</a>认为，目前芯片大厂排队加价大抢产能，国内外的8寸和12寸晶圆产能持续紧张。IDM和代工、以及半导体材料板块2021年全年业绩确定性高，且景气度有望持续全年。\n</blockquote>\n<p>7月29日，大盘迎来报复性反弹，芯片产业链表现最为突出，板块中包括<a href=\"https://laohu8.com/S/002119\">康强电子</a>、<a href=\"https://laohu8.com/S/000936\">华西股份</a>、<a href=\"https://laohu8.com/S/300661\">圣邦股份</a>等四十余只个股涨停或涨超10%，另外锂电池、光伏分别有32、25只个股大涨。</p>\n<p><img src=\"https://static.tigerbbs.com/482aa44f065ef97deb1dc9a02c20d7cb\" tg-width=\"441\" tg-height=\"720\" referrerpolicy=\"no-referrer\"></p>\n<p><b>连<a href=\"https://laohu8.com/S/AAPL\">苹果</a>也在担忧缺芯</b></p>\n<p>芯片缺货已经不是新闻，但对于苹果可能还是第一次。</p>\n<p>在苹果28日公布的2021财年三季度业绩中，其表示下季度的收入增速将低于当季，而芯片缺货是其中原因之一。</p>\n<p><a href=\"https://laohu8.com/S/601688\">华泰证券</a>表示，这是苹果第一次在业绩会上提到芯片的缺货状态。通常情况下，产业链会优先保证苹果的供应，此次苹果的指引可能预示行业三季度的芯片缺货，并影响行业的手机出货量，值得后续关注。</p>\n<p><b>半导体二季度获机构大举增持</b></p>\n<p>根据基金中报显示，二季度主动型权益类基金对于半导体的总持仓市值达到历史新高的1953.58亿元，配置比例达到5.62%，较一季度环比提升1.61个百分点，这一提升幅度也是除了2020年四季度以外的历史第二大值。</p>\n<p>报告指出，从超低配情况来看，半导体超配比例达到2.84%，较一季度环比大幅提升1.42个百分点，成为仅次于饮料制造、电源设备、医疗服务的第四大公募基金超配的行业。</p>\n<p><img src=\"https://static.tigerbbs.com/63d4e548018b2e42d1b55777161b17a2\" tg-width=\"1181\" tg-height=\"728\" referrerpolicy=\"no-referrer\"></p>\n<p><b>政策催化不断</b></p>\n<p>28日，国常会指出将部署进一步改革完善中央财政科研经费管理，给予科研人员更大经费管理自主权。支持新型研发机构实行“预算+负面清单”管理模式，除特殊规定外，财政资金支持产生的科技成果及知识产权由新型研发机构依法取得、自主决定转化及推广应用。</p>\n<p>而在稍早前的7月21日，上海也印发《上海市战略性新兴产业和先导产业发展“十四五”规划》。</p>\n<p>该规划涉及到半导体中集成电路设计、制造和封测、装备与材料等方方面面，包括：提升5G通信、桌面CPU、人工智能、物联网、汽车电子等核心芯片研发能力，优化国产EDA产业发展生态环境，提升先进封装测试产业规模、提升12英寸硅片、先进光刻胶研发和产业化能力等。</p>\n<p>到2025年，基本建成具有全球影响力的集成电路产业创新高地，要求先进制造工艺进一步提升，芯片设计能力国际领先，核心装备和关键材料国产化水平进一步提高，基本形成自主可控的产业体系。</p>\n<p><b>半导体三条主线</b></p>\n<p>在芯片供需持续紧缺的局面之下，华安证券认为，目前芯片大厂排队加价大抢产能，国内外的8寸和12寸晶圆产能持续紧张。IDM和代工、以及半导体材料板块2021年全年业绩确定性高，且景气度有望持续全年。</p>\n<p>其罗列了半导体的三条主线：1）受益于行业需求爆发+产品升级+国产替代逻辑的功率半导体；2）AIOT的数据采集、数据传播、数据处理环节相关的半导体厂商，包括有产能保障的半导体IC设计细分龙头；3）自有产能的IDM和代工厂和其上游材料和设备厂商。</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>大盘上演报复性反弹，芯片股凭啥成为最强王者？</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; 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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大盘上演报复性反弹，芯片股凭啥成为最强王者？\n</h2>\n\n<h4 class=\"meta\">\n\n2021-07-29 15:13 北京时间&nbsp;&nbsp;&nbsp;<strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在芯片供需持续紧缺的局面之下，华安证券认为，目前芯片大厂排队加价大抢产能，国内外的8寸和12寸晶圆产能持续紧张。IDM和代工、以及半导体材料板块2021年全年业绩确定性高，且景气度有望持续全年。\n\n7月29日，大盘迎来报复性反弹，芯片产业链表现最为突出，板块中包括康强电子、华西股份、圣邦股份等四十余只个股涨停或涨超10%，另外锂电池、光伏分别有32、25只个股大涨。\n\n连苹果也在担忧缺芯\n芯片缺货...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a1a8c5698b6f32ee1637556a15bb35b","relate_stocks":{"159813":"芯片"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127826278","content_text":"在芯片供需持续紧缺的局面之下，华安证券认为，目前芯片大厂排队加价大抢产能，国内外的8寸和12寸晶圆产能持续紧张。IDM和代工、以及半导体材料板块2021年全年业绩确定性高，且景气度有望持续全年。\n\n7月29日，大盘迎来报复性反弹，芯片产业链表现最为突出，板块中包括康强电子、华西股份、圣邦股份等四十余只个股涨停或涨超10%，另外锂电池、光伏分别有32、25只个股大涨。\n\n连苹果也在担忧缺芯\n芯片缺货已经不是新闻，但对于苹果可能还是第一次。\n在苹果28日公布的2021财年三季度业绩中，其表示下季度的收入增速将低于当季，而芯片缺货是其中原因之一。\n华泰证券表示，这是苹果第一次在业绩会上提到芯片的缺货状态。通常情况下，产业链会优先保证苹果的供应，此次苹果的指引可能预示行业三季度的芯片缺货，并影响行业的手机出货量，值得后续关注。\n半导体二季度获机构大举增持\n根据基金中报显示，二季度主动型权益类基金对于半导体的总持仓市值达到历史新高的1953.58亿元，配置比例达到5.62%，较一季度环比提升1.61个百分点，这一提升幅度也是除了2020年四季度以外的历史第二大值。\n报告指出，从超低配情况来看，半导体超配比例达到2.84%，较一季度环比大幅提升1.42个百分点，成为仅次于饮料制造、电源设备、医疗服务的第四大公募基金超配的行业。\n\n政策催化不断\n28日，国常会指出将部署进一步改革完善中央财政科研经费管理，给予科研人员更大经费管理自主权。支持新型研发机构实行“预算+负面清单”管理模式，除特殊规定外，财政资金支持产生的科技成果及知识产权由新型研发机构依法取得、自主决定转化及推广应用。\n而在稍早前的7月21日，上海也印发《上海市战略性新兴产业和先导产业发展“十四五”规划》。\n该规划涉及到半导体中集成电路设计、制造和封测、装备与材料等方方面面，包括：提升5G通信、桌面CPU、人工智能、物联网、汽车电子等核心芯片研发能力，优化国产EDA产业发展生态环境，提升先进封装测试产业规模、提升12英寸硅片、先进光刻胶研发和产业化能力等。\n到2025年，基本建成具有全球影响力的集成电路产业创新高地，要求先进制造工艺进一步提升，芯片设计能力国际领先，核心装备和关键材料国产化水平进一步提高，基本形成自主可控的产业体系。\n半导体三条主线\n在芯片供需持续紧缺的局面之下，华安证券认为，目前芯片大厂排队加价大抢产能，国内外的8寸和12寸晶圆产能持续紧张。IDM和代工、以及半导体材料板块2021年全年业绩确定性高，且景气度有望持续全年。\n其罗列了半导体的三条主线：1）受益于行业需求爆发+产品升级+国产替代逻辑的功率半导体；2）AIOT的数据采集、数据传播、数据处理环节相关的半导体厂商，包括有产能保障的半导体IC设计细分龙头；3）自有产能的IDM和代工厂和其上游材料和设备厂商。","news_type":1},"isVote":1,"tweetType":1,"viewCount":154,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":808059950,"gmtCreate":1627546343970,"gmtModify":1633763935698,"author":{"id":"3578448091416171","authorId":"3578448091416171","name":"Kalwen","avatar":"https://static.tigerbbs.com/3b8f3321a2c3db052d5b9b42527ac10f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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