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Kokkeng1119
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Kokkeng1119
2021-12-08
AAPL GO UP UP PLS
Apple stock climbed more than 1% in premarket trading
Kokkeng1119
2021-07-09
TSMC今天就看你的表现了 加油![看涨] [强]
TSMC shares gains in premarket trading,as Second-Quarter Revenue Jumps 20% on Chip Demand.
Kokkeng1119
2021-12-13
Cybertruck!!![财迷] [看涨]
Where is Tesla’s Cybertruck?
Kokkeng1119
2021-06-05
$Taiwan Semiconductor Manufacturing(TSM)$
💪TSM
Kokkeng1119
2021-12-14
Pfizer U r the hope.
抱歉,原内容已删除
Kokkeng1119
2021-07-28
哇 转亏为盈 加油 波音[看涨] [强]
波音第二季度营收170亿美元,净利润5.67亿美元
Kokkeng1119
2021-06-26
有智慧的人
抱歉,原内容已删除
Kokkeng1119
2021-12-20
[晕] [晕] [晕]
抱歉,原内容已删除
Kokkeng1119
2021-12-16
Visa[财迷] [看涨] [强]
Visa(V)调查:支付卡在香港的使用率达93%
Kokkeng1119
2021-12-04
SE n Grab[疑问]
Sea Ltd stock dropped 6% while Grab rallied nearly 3%
Kokkeng1119
2021-11-19
AAPL[财迷]
昨夜今晨:英伟达领涨科技股!苹果市值再登顶
Kokkeng1119
2021-09-23
Tesla[看涨] [强]
马斯克正在蓄谋一场大规模价格战
Kokkeng1119
2021-08-27
J加油 小米
雷军三年全球第一的梦想靠谱吗?小米的这些实力给了底气
Kokkeng1119
2021-04-26
$Taiwan Semiconductor Manufacturing(TSM)$
will continue leading 2-3yrs
Kokkeng1119
2021-12-25
ASML [财迷] [看涨] [强]
抱歉,原内容已删除
Kokkeng1119
2021-11-24
真是的 不了解
小米集团跌幅扩大至4.25%,股价刷新52周新低
Kokkeng1119
2021-11-02
ASPL[财迷]
抱歉,原内容已删除
Kokkeng1119
2021-10-17
Tesla[财迷] [看涨]
“大空头”Michael Burry称并未沽空特斯拉
Kokkeng1119
2021-09-14
AAPL [看涨] [强]
苹果尚未决定是否对Epic诉苹果的裁决提出上诉
Kokkeng1119
2021-06-17
Nasdaq pls go up up.
Toplines Before US Market Open on Thursday
去老虎APP查看更多动态
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or down? [财迷] [晕] ","listText":"Up or down? [财迷] [晕] ","text":"Up or down? [财迷] [晕]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/639991355","repostId":"1113076126","repostType":4,"repost":{"id":"1113076126","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":1643105685,"share":"https://www.laohu8.com/m/news/1113076126?lang=&edition=full","pubTime":"2022-01-25 18:14","market":"us","language":"zh","title":"合并获批毫无进展,英伟达拟放弃400亿美元收购ARM","url":"https://stock-news.laohu8.com/highlight/detail?id=1113076126","media":"老虎资讯综合","summary":"1月25日,市场消息:据悉英伟达正准备放弃收购ARM。知情人士称,在获得批准方面几乎毫无进展的情况下,英伟达准备放弃以400亿美元收购英国芯片设计公司ARM。消息人士表示,英伟达已告知合作伙伴,称不指","content":"<html><head></head><body><p>1月25日,市场消息:据悉英伟达正准备放弃收购ARM。</p><p>知情人士称,在获得批准方面几乎毫无进展的情况下,英伟达准备放弃以400亿美元收购英国芯片设计公司ARM。消息人士表示,英伟达已告知合作伙伴,称不指望交易能够完成。另一消息源则透露,软银正加紧准备ARM的首次公开募股,以作为英伟达收购案的替代方案。2020年9月,软银集团和英伟达宣布达成确定性协议,软银将把ARM出售给英伟达,交易价值为400亿美元。协议公布后,包括谷歌、微软和高通等公司都对其感到担忧,并要求反垄断官员干预。</p><p>英伟达盘前小幅下挫,现跌超2%。</p><p><img src=\"https://static.tigerbbs.com/538677308de45ca994b35c6f51ebf5eb\" tg-width=\"856\" tg-height=\"655\" referrerpolicy=\"no-referrer\"/></p></body></html>","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>合并获批毫无进展,英伟达拟放弃400亿美元收购ARM</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合并获批毫无进展,英伟达拟放弃400亿美元收购ARM\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\">2022-01-25 18:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月25日,市场消息:据悉英伟达正准备放弃收购ARM。</p><p>知情人士称,在获得批准方面几乎毫无进展的情况下,英伟达准备放弃以400亿美元收购英国芯片设计公司ARM。消息人士表示,英伟达已告知合作伙伴,称不指望交易能够完成。另一消息源则透露,软银正加紧准备ARM的首次公开募股,以作为英伟达收购案的替代方案。2020年9月,软银集团和英伟达宣布达成确定性协议,软银将把ARM出售给英伟达,交易价值为400亿美元。协议公布后,包括谷歌、微软和高通等公司都对其感到担忧,并要求反垄断官员干预。</p><p>英伟达盘前小幅下挫,现跌超2%。</p><p><img src=\"https://static.tigerbbs.com/538677308de45ca994b35c6f51ebf5eb\" tg-width=\"856\" tg-height=\"655\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/92a41d20711c9fa4b2aa3cc62ea62948","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113076126","content_text":"1月25日,市场消息:据悉英伟达正准备放弃收购ARM。知情人士称,在获得批准方面几乎毫无进展的情况下,英伟达准备放弃以400亿美元收购英国芯片设计公司ARM。消息人士表示,英伟达已告知合作伙伴,称不指望交易能够完成。另一消息源则透露,软银正加紧准备ARM的首次公开募股,以作为英伟达收购案的替代方案。2020年9月,软银集团和英伟达宣布达成确定性协议,软银将把ARM出售给英伟达,交易价值为400亿美元。协议公布后,包括谷歌、微软和高通等公司都对其感到担忧,并要求反垄断官员干预。英伟达盘前小幅下挫,现跌超2%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630424991,"gmtCreate":1643027071140,"gmtModify":1643027071140,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581753589389427","authorIdStr":"3581753589389427"},"themes":[],"htmlText":"Tesla. I m waiting[财迷] [强] [看涨] ","listText":"Tesla. I m waiting[财迷] [强] [看涨] ","text":"Tesla. I m waiting[财迷] [强] [看涨]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630424991","repostId":"2205008223","repostType":2,"repost":{"id":"2205008223","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1643023440,"share":"https://www.laohu8.com/m/news/2205008223?lang=&edition=full","pubTime":"2022-01-24 19:24","market":"us","language":"en","title":"Tesla stock falls 2.9% premarket, after dropping 5.3% on Monday and 10.1% last week","url":"https://stock-news.laohu8.com/highlight/detail?id=2205008223","media":"Dow Jones","summary":"MW Tesla stock falls 2.9% premarket, after dropping 5.3% on Monday and 10.1% last week\n\n\n \n\n\n$(END)$","content":"<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Tesla stock falls 2.9% premarket, after dropping 5.3% on Monday and 10.1% last week\n</p>\n<pre>\n \n</pre>\n<p>\n <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n January 24, 2022 06:24 ET (11:24 GMT)\n</p>\n<p>\n Copyright (c) 2022 Dow Jones & Company, Inc.\n</p>\n</font></body></html>","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>Tesla stock falls 2.9% premarket, after dropping 5.3% on Monday and 10.1% last week</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\">\nTesla stock falls 2.9% premarket, after dropping 5.3% on Monday and 10.1% last week\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/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-01-24 19:24</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><font class=\"NormalMinus1\" face=\"Arial\">\n<p>\nMW Tesla stock falls 2.9% premarket, after dropping 5.3% on Monday and 10.1% last week\n</p>\n<pre>\n \n</pre>\n<p>\n <a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires\n</p>\n<p>\n January 24, 2022 06:24 ET (11:24 GMT)\n</p>\n<p>\n Copyright (c) 2022 Dow Jones & Company, Inc.\n</p>\n</font></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","TSLA":"特斯拉","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4550":"红杉资本持仓","BK4555":"新能源车","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4099":"汽车制造商"},"source_url":"http://dowjonesnews.com/newdjn/logon.aspx?AL=N","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2205008223","content_text":"MW Tesla stock falls 2.9% premarket, after dropping 5.3% on Monday and 10.1% last week\n\n\n \n\n\n$(END)$ Dow Jones Newswires\n\n\n January 24, 2022 06:24 ET (11:24 GMT)\n\n\n 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[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630899316","repostId":"1151470281","repostType":4,"repost":{"id":"1151470281","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":1642760066,"share":"https://www.laohu8.com/m/news/1151470281?lang=&edition=full","pubTime":"2022-01-21 18:14","market":"us","language":"zh","title":"图解财报 | 奈飞遭遇“滑铁卢”的四大原因","url":"https://stock-news.laohu8.com/highlight/detail?id=1151470281","media":"老虎资讯综合","summary":"不久前还因《鱿鱼游戏》火遍全球的科技巨头,遇到了哪些大麻烦?","content":"<html><head></head><body><p>周四,奈飞Q4财报公布后股价大跌,周五盘前继续跌势,不久前还因《鱿鱼游戏》火遍全球的科技巨头,遇到了哪些大麻烦?</p><p><img src=\"https://static.tigerbbs.com/e43255443c4abf8889320585d25493d8\" tg-width=\"750\" tg-height=\"6580\" referrerpolicy=\"no-referrer\"/></p></body></html>","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>图解财报 | 奈飞遭遇“滑铁卢”的四大原因</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; 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奈飞遭遇“滑铁卢”的四大原因\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\">2022-01-21 18:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周四,奈飞Q4财报公布后股价大跌,周五盘前继续跌势,不久前还因《鱿鱼游戏》火遍全球的科技巨头,遇到了哪些大麻烦?</p><p><img src=\"https://static.tigerbbs.com/e43255443c4abf8889320585d25493d8\" tg-width=\"750\" tg-height=\"6580\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b74133e5120e1f9936bcd5158bbd7647","relate_stocks":{"NFLX":"奈飞"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151470281","content_text":"周四,奈飞Q4财报公布后股价大跌,周五盘前继续跌势,不久前还因《鱿鱼游戏》火遍全球的科技巨头,遇到了哪些大麻烦?","news_type":1},"isVote":1,"tweetType":1,"viewCount":1150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630954266,"gmtCreate":1642676730107,"gmtModify":1642676730259,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581753589389427","authorIdStr":"3581753589389427"},"themes":[],"htmlText":"HSI[财迷] [强] [看涨] ","listText":"HSI[财迷] [强] [看涨] ","text":"HSI[财迷] [强] [看涨]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630954266","repostId":"1176113947","repostType":2,"repost":{"id":"1176113947","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":1642669565,"share":"https://www.laohu8.com/m/news/1176113947?lang=&edition=full","pubTime":"2022-01-20 17:06","market":"fut","language":"zh","title":"综述:发生了啥?A股全线走低、港股上演大爆发","url":"https://stock-news.laohu8.com/highlight/detail?id=1176113947","media":"老虎资讯综合","summary":"要闻回顾1、1月LPR出炉:1年期与5年期品种利率均下调央行最新公布,中国1月1年期贷款市场报价利率(LPR)为3.7%,上月为3.80%。5年期贷款市场报价利率(LPR)为4.6%,上月为4.65%","content":"<html><head></head><body><p><b>要闻回顾</b></p><p><b>1、1月LPR出炉:1年期与5年期品种利率均下调</b></p><p>央行最新公布,中国1月1年期贷款市场报价利率(LPR)为3.7%,上月为3.80%。5年期贷款市场报价利率(LPR)为4.6%,上月为4.65%。</p><p><b>2、工信部:将加快数字经济和实体经济的融合</b></p><p>工信部总工程师、新闻发言人田玉龙在今日的发布会上表示,去年一年,数字经济发展进入了快车道。后续,我们按照落实国务院发布的《“十四五”数字经济发展规划》的要求,加快数字经济和实体经济的融合,这个是主线,加强数字信息基础设施的建设,完善数字经济治理体系,协同推进数字产业化和产业数字化,将新一代信息技术赋能传统产业,培育<a href=\"https://laohu8.com/S/300832\">新产业</a>、新业态和新模式。</p><p><b>3、广东:2022年筹备设立大湾区国际商业银行 支持深交所实施全市场注册制改革</b></p><p>广东省政府工作报告指出,2022年将推进金融改革开放。加快完善现代金融体系,筹备设立大湾区国际商业银行,建设好广州期货交易所,支持深交所实施全市场注册制改革,积极创建广深科创金融改革试验区。深化绿色金融改革,创新数字普惠金融,推广供应链金融试点。探索建设大湾区跨境理财和资管中心,扩大“跨境理财通”规模,建设港澳保险售后服务中心,推动“征信通”“保险通”。推进中小企业融资平台等建设,提升金融服务实体经济水平。</p><p><b>4、国家卫健委:研究出台更多积极生育支持措施</b></p><p>国家卫生健康委人口家庭司副司长杨金瑞在今日的发布会上表示,下一步,国家卫生健康委将会同相关部门,进一步贯彻落实中央《关于优化生育政策促进人口长期均衡发展的决定》精神,指导各地组织实施好三孩生育政策,研究出台更多积极生育支持措施。</p><p><b>5、贵州:今年力争有5家企业上市 建设酱香白酒品牌“茅台”舰队</b></p><p>贵州省第十三届人民代表大会第五次会议1月20日在贵阳开幕,省长李炳军在作政府工作报告时表示,扩大直接融资规模,实施企业上市高质量发展三年行动,2022年力争有5家企业上市。 李炳军表示,要巩固提升特色优势产业。加强赤水河流域产区管控和生态保护,按照“三个一批”推动中小酒企转型升级,建设以茅台酒为引领的贵州酱香白酒品牌舰队。</p><p><b>港股</b></p><p>港股今日大幅拉升反弹,三大指数均呈高开高走行情,恒指涨3.42%上扬超800点,国指涨3.79%,恒生科技指数涨4.5%。南下资金大幅净流入73.18亿港元,大市成交额放大至1783亿港元。<img src=\"https://static.tigerbbs.com/218f77fbc572cfc9e98442840fb6712a\" tg-width=\"467\" tg-height=\"194\" referrerpolicy=\"no-referrer\"/>盘面上,大型科技股大涨,美团劲升11%,<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/09618\">京东</a>、<a href=\"https://laohu8.com/S/09888\">百度</a>、快手均涨超6%,<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>、小米等皆有涨幅;央行超预期降息,内房股与物管股再度活跃,<a href=\"https://laohu8.com/S/09666\">金科服务</a>、<a href=\"https://laohu8.com/S/09909\">宝龙商业</a>等个股涨幅居市场前列,大金融股(银行、券商、保险)集体走强,互联网医疗、航空、猪肉、手游、餐饮、重型机械等多数板块齐飞。</p><p>另一方面,近期活跃的石油股、中医药股、港口航运股表现萎靡,子公司倒卖进口原油被查,<a href=\"https://laohu8.com/S/601857\">中国石油</a>跌近2%。</p><p><b>A股</b></p><p>今日两市全天维持弱势震荡,截至收盘,沪指跌0.09%报3555.06点,成交4597亿元;深成指跌0.06%报14198.30点,成交6693亿元。创业板指下跌0.32%,报3065.99点。盘面上,券商、银行等大金融板块顽强护盘,家电、食品饮料等大消费板块走势活跃,元宇宙、军工、锂电等热门题材股领跌市场。总体看,市场分化明显,两市下跌股超3800只,外资再现百亿级暴力抢筹。<img src=\"https://static.tigerbbs.com/923437696b2f80039e4a1affca412014\" tg-width=\"472\" tg-height=\"211\" referrerpolicy=\"no-referrer\"/>A股大金融板块顽强护盘,<a href=\"https://laohu8.com/S/601665\">齐鲁银行</a>、平安银河等领涨银行股,券商板块中,<a href=\"https://laohu8.com/S/002945\">华林证券</a>封涨停板,<a href=\"https://laohu8.com/S/002939\">长城证券</a>跟涨,<a href=\"https://laohu8.com/S/601336\">新华保险</a>、<a href=\"https://laohu8.com/S/601318\">中国平安</a>等保险股大幅走强。锂电等热门赛道股再度杀跌,因业绩不及预期,龙头<a href=\"https://laohu8.com/S/000792\">盐湖股份</a>一度触及跌停,<a href=\"https://laohu8.com/S/002140\">东华科技</a>、<a href=\"https://laohu8.com/S/000546\">金圆股份</a>等股纷纷走低。</p><p>焦点个股方面,14倍大妖股<a href=\"https://laohu8.com/S/002432\">九安医疗</a>今日反包涨停,公司四季度单季盈利至少8亿元碾压过往十年总和。中药股<a href=\"https://laohu8.com/S/002349\">精华制药</a>今天强势涨停,自2021年12月22日以来的不到一个月时间,其股价累计涨幅达246.83%。生长激素纳入集采,<a href=\"https://laohu8.com/S/000661\">长春高新</a>连续两日跌停,市值蒸发近200亿元。</p><p>盘面上,地产、基建等相关产业链再度走强,白酒等大消费股走势活跃,数字经济题材继续火爆,此前炒作火热的新冠检测、预制菜概念再度降温。总体看,资金聚焦相对低估值板块,两市下跌个股近3200只。具体来看,地产、基建等相关产业链再度走强,<a href=\"https://laohu8.com/S/300675\">建科院</a>20%涨停,<a href=\"https://laohu8.com/S/601800\">中国交建</a>等多只股封板,消息面上,发改委再提适当超前开展基础设施投资。数字经济板块继续爆发,<a href=\"https://laohu8.com/S/300047\">天源迪科</a>等股20%涨停,<a href=\"https://laohu8.com/S/600756\">浪潮软件</a>、<a href=\"https://laohu8.com/S/002316\">亚联发展</a>等股涨停。今日预制菜概念继续降温,但<a href=\"https://laohu8.com/S/002069\">獐子岛</a>却逆势涨停。网传汤加火山爆发致扇贝涌入<a href=\"https://laohu8.com/S/002069\">獐子岛</a>,公司最新回应,报道及传闻严重失实。</p><p>焦点个股方面,13倍大妖股<a href=\"https://laohu8.com/S/002432\">九安医疗</a>今日跌停,盘中创出88.88元的最高价;<a href=\"https://laohu8.com/S/003042\">中农联合</a>、<a href=\"https://laohu8.com/S/002951\">金时科技</a>两股今日上演地天板;今日上市的新股大分化,N益客大涨212.46%,N迈威上市破发,跌幅29.6%。</p><p><b>有券商人士表示,市场传出,今年1月1-10日,银行信贷投放总体不太理想。股份制银行对公贷款新增530亿,不足去年同期1/3;零售也仅为去年同期一半。这可能对机构投资者的信心有所冲击。然而,比较矛盾的是,银行股却是今日护盘之主力。那么,究竟谁才是做空黑手呢?</b>从杀跌的结构来看,基金重仓股砸盘可能是影响市场情绪的一个重要原因。有机构人士透露,今天首次看到有机构大调仓,调仓方向是大蓝筹。有些机构已经扛不住杀跌了。这可能也是前期基金重仓股杀跌的一个主要原因。</p><p><b>美股</b></p><p>美股三大指数期货盘前时段悉数上涨。截至发稿,道指期货涨0.37%;标普500指数期货涨0.45%;纳斯达克100指数期货涨0.64%。 <img src=\"https://static.tigerbbs.com/b24ee44dd29c81a5049469e42eb61139\" tg-width=\"473\" tg-height=\"160\" referrerpolicy=\"no-referrer\"/></p><p><b>欧洲股市</b></p><p>欧洲主要股市在盘初时段多数上涨。<img src=\"https://static.tigerbbs.com/12935f52a62a975068dc89ac009cf070\" tg-width=\"636\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/><b>大宗商品</b><img src=\"https://static.tigerbbs.com/3d090d5dd92e2a718d68b1618970c688\" tg-width=\"649\" tg-height=\"216\" referrerpolicy=\"no-referrer\"/><b>黄金</b></p><p>周四黄金期货价格持稳于1840美元附近,昨日得益于避险情绪升温以及美债收益率和美元走弱,金价大涨,目前市场等待美联储下周货币政策会议结果。昨日,因美元走低和美国与俄罗斯在乌克兰问题上的关系紧张,金价大涨1%,创下三个月来最大单日涨幅,并升破1840美元。同日,美国十年期国债收益率从两年新高回落超1%,不过今日再度反弹。</p><p>下周,美联储将举行货币政策会议并于1月26日公布会议结果。外界普遍预计,为遏制通胀,美联储今年的加息步伐可能快于此前预期。根据媒体对经济学家的调查,通胀已经成为美国经济在2022年最大的威胁。大宗商品价格上涨也推升了通胀,原油价格近日创下七年新高,镍价创下历史新高。</p><p><a href=\"https://laohu8.com/S/601988\">中国银行</a>广东省分行王刚表示,为应对通胀,“美联储加息行动几乎是确定的。”不过,他还表示:“尽管美联储加息进入紧锣密鼓期,然而对于的黄金的打击压制作用似乎并不剧烈。加息前的预期或会对黄金造成短期压力,而一旦落地,黄金反而或会获得释放的机会。”</p><p>中国今日公布LPR利率,如预期般降息,与世界其他国家形成了鲜明对比。中国央行公示1月1年期LPR报价下调10bp至3.7%, 5年期LPR报价下调5bp至4.6%。</p><p>截至北京时间16:23,大宗商品行情显示:<img src=\"https://static.tigerbbs.com/3d090d5dd92e2a718d68b1618970c688\" tg-width=\"649\" tg-height=\"216\" referrerpolicy=\"no-referrer\"/></p><ul><li>现货黄金价格跌0.09%,报1,841.45美元/盎司。</li></ul><p><b>原油</b></p><p>周四油价在刷新七年高点后涨势停歇,一些投资者止盈出货,不过强劲的需求和紧张的供应继续支撑油价。澳新银行分析师表示,“国际能源署(IEA)表示全球原油需求正在恢复至大流行前的水平。”“短期供应中断加剧了市场的紧张程度。</p><p>此前因一条链接伊拉克和土耳其的重要石油管道发生爆炸,布伦特原油期货价格飙涨。”爆炸发生在周二,导致这条管道停止运行。不过,随后一天,管道恢复有限运营。此外,本周早些时候也门胡赛武装袭击了OPEC第三大产油国阿联酋,也恶化了供应局势。俄罗斯与乌克兰之间的局势也高度紧张。前者在与乌克兰的边境部署了重兵,市场担忧双方可能爆发武装冲突,并给供应造成负面影响。与此同时,全球燃油需求普遍复苏,但市场供应紧张。OPEC+难以实现把月产量提高40万桶的目标。一些投资者还预计,接下来几个月油价会继续上涨,并可能突破100美元大关。另一方面,周三美国石油协会公布的数据显示,截至1月7日至一周,美国原油库存意外增加140.4万桶,市场原本预计会减少136.7万桶。</p><p>日内,投资者还需密切关注<a href=\"https://laohu8.com/S/USEG\">美国能源</a>信息署公布的官方库存数据。</p><p>截至北京时间16:23,大宗商品行情显示:</p><ul><li>美国WTI原油期货价格跌0.63%,报85.26美元/桶。</li><li>布伦特原油期货价格跌0.80%,报87.73美元/桶。</li></ul></body></html>","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>综述:发生了啥?A股全线走低、港股上演大爆发</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综述:发生了啥?A股全线走低、港股上演大爆发\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\">2022-01-20 17:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><b>要闻回顾</b></p><p><b>1、1月LPR出炉:1年期与5年期品种利率均下调</b></p><p>央行最新公布,中国1月1年期贷款市场报价利率(LPR)为3.7%,上月为3.80%。5年期贷款市场报价利率(LPR)为4.6%,上月为4.65%。</p><p><b>2、工信部:将加快数字经济和实体经济的融合</b></p><p>工信部总工程师、新闻发言人田玉龙在今日的发布会上表示,去年一年,数字经济发展进入了快车道。后续,我们按照落实国务院发布的《“十四五”数字经济发展规划》的要求,加快数字经济和实体经济的融合,这个是主线,加强数字信息基础设施的建设,完善数字经济治理体系,协同推进数字产业化和产业数字化,将新一代信息技术赋能传统产业,培育<a href=\"https://laohu8.com/S/300832\">新产业</a>、新业态和新模式。</p><p><b>3、广东:2022年筹备设立大湾区国际商业银行 支持深交所实施全市场注册制改革</b></p><p>广东省政府工作报告指出,2022年将推进金融改革开放。加快完善现代金融体系,筹备设立大湾区国际商业银行,建设好广州期货交易所,支持深交所实施全市场注册制改革,积极创建广深科创金融改革试验区。深化绿色金融改革,创新数字普惠金融,推广供应链金融试点。探索建设大湾区跨境理财和资管中心,扩大“跨境理财通”规模,建设港澳保险售后服务中心,推动“征信通”“保险通”。推进中小企业融资平台等建设,提升金融服务实体经济水平。</p><p><b>4、国家卫健委:研究出台更多积极生育支持措施</b></p><p>国家卫生健康委人口家庭司副司长杨金瑞在今日的发布会上表示,下一步,国家卫生健康委将会同相关部门,进一步贯彻落实中央《关于优化生育政策促进人口长期均衡发展的决定》精神,指导各地组织实施好三孩生育政策,研究出台更多积极生育支持措施。</p><p><b>5、贵州:今年力争有5家企业上市 建设酱香白酒品牌“茅台”舰队</b></p><p>贵州省第十三届人民代表大会第五次会议1月20日在贵阳开幕,省长李炳军在作政府工作报告时表示,扩大直接融资规模,实施企业上市高质量发展三年行动,2022年力争有5家企业上市。 李炳军表示,要巩固提升特色优势产业。加强赤水河流域产区管控和生态保护,按照“三个一批”推动中小酒企转型升级,建设以茅台酒为引领的贵州酱香白酒品牌舰队。</p><p><b>港股</b></p><p>港股今日大幅拉升反弹,三大指数均呈高开高走行情,恒指涨3.42%上扬超800点,国指涨3.79%,恒生科技指数涨4.5%。南下资金大幅净流入73.18亿港元,大市成交额放大至1783亿港元。<img src=\"https://static.tigerbbs.com/218f77fbc572cfc9e98442840fb6712a\" tg-width=\"467\" tg-height=\"194\" referrerpolicy=\"no-referrer\"/>盘面上,大型科技股大涨,美团劲升11%,<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/09618\">京东</a>、<a href=\"https://laohu8.com/S/09888\">百度</a>、快手均涨超6%,<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>、小米等皆有涨幅;央行超预期降息,内房股与物管股再度活跃,<a href=\"https://laohu8.com/S/09666\">金科服务</a>、<a href=\"https://laohu8.com/S/09909\">宝龙商业</a>等个股涨幅居市场前列,大金融股(银行、券商、保险)集体走强,互联网医疗、航空、猪肉、手游、餐饮、重型机械等多数板块齐飞。</p><p>另一方面,近期活跃的石油股、中医药股、港口航运股表现萎靡,子公司倒卖进口原油被查,<a href=\"https://laohu8.com/S/601857\">中国石油</a>跌近2%。</p><p><b>A股</b></p><p>今日两市全天维持弱势震荡,截至收盘,沪指跌0.09%报3555.06点,成交4597亿元;深成指跌0.06%报14198.30点,成交6693亿元。创业板指下跌0.32%,报3065.99点。盘面上,券商、银行等大金融板块顽强护盘,家电、食品饮料等大消费板块走势活跃,元宇宙、军工、锂电等热门题材股领跌市场。总体看,市场分化明显,两市下跌股超3800只,外资再现百亿级暴力抢筹。<img src=\"https://static.tigerbbs.com/923437696b2f80039e4a1affca412014\" tg-width=\"472\" tg-height=\"211\" referrerpolicy=\"no-referrer\"/>A股大金融板块顽强护盘,<a href=\"https://laohu8.com/S/601665\">齐鲁银行</a>、平安银河等领涨银行股,券商板块中,<a href=\"https://laohu8.com/S/002945\">华林证券</a>封涨停板,<a href=\"https://laohu8.com/S/002939\">长城证券</a>跟涨,<a href=\"https://laohu8.com/S/601336\">新华保险</a>、<a href=\"https://laohu8.com/S/601318\">中国平安</a>等保险股大幅走强。锂电等热门赛道股再度杀跌,因业绩不及预期,龙头<a href=\"https://laohu8.com/S/000792\">盐湖股份</a>一度触及跌停,<a href=\"https://laohu8.com/S/002140\">东华科技</a>、<a href=\"https://laohu8.com/S/000546\">金圆股份</a>等股纷纷走低。</p><p>焦点个股方面,14倍大妖股<a href=\"https://laohu8.com/S/002432\">九安医疗</a>今日反包涨停,公司四季度单季盈利至少8亿元碾压过往十年总和。中药股<a href=\"https://laohu8.com/S/002349\">精华制药</a>今天强势涨停,自2021年12月22日以来的不到一个月时间,其股价累计涨幅达246.83%。生长激素纳入集采,<a href=\"https://laohu8.com/S/000661\">长春高新</a>连续两日跌停,市值蒸发近200亿元。</p><p>盘面上,地产、基建等相关产业链再度走强,白酒等大消费股走势活跃,数字经济题材继续火爆,此前炒作火热的新冠检测、预制菜概念再度降温。总体看,资金聚焦相对低估值板块,两市下跌个股近3200只。具体来看,地产、基建等相关产业链再度走强,<a href=\"https://laohu8.com/S/300675\">建科院</a>20%涨停,<a href=\"https://laohu8.com/S/601800\">中国交建</a>等多只股封板,消息面上,发改委再提适当超前开展基础设施投资。数字经济板块继续爆发,<a href=\"https://laohu8.com/S/300047\">天源迪科</a>等股20%涨停,<a href=\"https://laohu8.com/S/600756\">浪潮软件</a>、<a href=\"https://laohu8.com/S/002316\">亚联发展</a>等股涨停。今日预制菜概念继续降温,但<a href=\"https://laohu8.com/S/002069\">獐子岛</a>却逆势涨停。网传汤加火山爆发致扇贝涌入<a href=\"https://laohu8.com/S/002069\">獐子岛</a>,公司最新回应,报道及传闻严重失实。</p><p>焦点个股方面,13倍大妖股<a href=\"https://laohu8.com/S/002432\">九安医疗</a>今日跌停,盘中创出88.88元的最高价;<a href=\"https://laohu8.com/S/003042\">中农联合</a>、<a href=\"https://laohu8.com/S/002951\">金时科技</a>两股今日上演地天板;今日上市的新股大分化,N益客大涨212.46%,N迈威上市破发,跌幅29.6%。</p><p><b>有券商人士表示,市场传出,今年1月1-10日,银行信贷投放总体不太理想。股份制银行对公贷款新增530亿,不足去年同期1/3;零售也仅为去年同期一半。这可能对机构投资者的信心有所冲击。然而,比较矛盾的是,银行股却是今日护盘之主力。那么,究竟谁才是做空黑手呢?</b>从杀跌的结构来看,基金重仓股砸盘可能是影响市场情绪的一个重要原因。有机构人士透露,今天首次看到有机构大调仓,调仓方向是大蓝筹。有些机构已经扛不住杀跌了。这可能也是前期基金重仓股杀跌的一个主要原因。</p><p><b>美股</b></p><p>美股三大指数期货盘前时段悉数上涨。截至发稿,道指期货涨0.37%;标普500指数期货涨0.45%;纳斯达克100指数期货涨0.64%。 <img src=\"https://static.tigerbbs.com/b24ee44dd29c81a5049469e42eb61139\" tg-width=\"473\" tg-height=\"160\" referrerpolicy=\"no-referrer\"/></p><p><b>欧洲股市</b></p><p>欧洲主要股市在盘初时段多数上涨。<img src=\"https://static.tigerbbs.com/12935f52a62a975068dc89ac009cf070\" tg-width=\"636\" tg-height=\"169\" referrerpolicy=\"no-referrer\"/><b>大宗商品</b><img src=\"https://static.tigerbbs.com/3d090d5dd92e2a718d68b1618970c688\" tg-width=\"649\" tg-height=\"216\" referrerpolicy=\"no-referrer\"/><b>黄金</b></p><p>周四黄金期货价格持稳于1840美元附近,昨日得益于避险情绪升温以及美债收益率和美元走弱,金价大涨,目前市场等待美联储下周货币政策会议结果。昨日,因美元走低和美国与俄罗斯在乌克兰问题上的关系紧张,金价大涨1%,创下三个月来最大单日涨幅,并升破1840美元。同日,美国十年期国债收益率从两年新高回落超1%,不过今日再度反弹。</p><p>下周,美联储将举行货币政策会议并于1月26日公布会议结果。外界普遍预计,为遏制通胀,美联储今年的加息步伐可能快于此前预期。根据媒体对经济学家的调查,通胀已经成为美国经济在2022年最大的威胁。大宗商品价格上涨也推升了通胀,原油价格近日创下七年新高,镍价创下历史新高。</p><p><a href=\"https://laohu8.com/S/601988\">中国银行</a>广东省分行王刚表示,为应对通胀,“美联储加息行动几乎是确定的。”不过,他还表示:“尽管美联储加息进入紧锣密鼓期,然而对于的黄金的打击压制作用似乎并不剧烈。加息前的预期或会对黄金造成短期压力,而一旦落地,黄金反而或会获得释放的机会。”</p><p>中国今日公布LPR利率,如预期般降息,与世界其他国家形成了鲜明对比。中国央行公示1月1年期LPR报价下调10bp至3.7%, 5年期LPR报价下调5bp至4.6%。</p><p>截至北京时间16:23,大宗商品行情显示:<img src=\"https://static.tigerbbs.com/3d090d5dd92e2a718d68b1618970c688\" tg-width=\"649\" tg-height=\"216\" referrerpolicy=\"no-referrer\"/></p><ul><li>现货黄金价格跌0.09%,报1,841.45美元/盎司。</li></ul><p><b>原油</b></p><p>周四油价在刷新七年高点后涨势停歇,一些投资者止盈出货,不过强劲的需求和紧张的供应继续支撑油价。澳新银行分析师表示,“国际能源署(IEA)表示全球原油需求正在恢复至大流行前的水平。”“短期供应中断加剧了市场的紧张程度。</p><p>此前因一条链接伊拉克和土耳其的重要石油管道发生爆炸,布伦特原油期货价格飙涨。”爆炸发生在周二,导致这条管道停止运行。不过,随后一天,管道恢复有限运营。此外,本周早些时候也门胡赛武装袭击了OPEC第三大产油国阿联酋,也恶化了供应局势。俄罗斯与乌克兰之间的局势也高度紧张。前者在与乌克兰的边境部署了重兵,市场担忧双方可能爆发武装冲突,并给供应造成负面影响。与此同时,全球燃油需求普遍复苏,但市场供应紧张。OPEC+难以实现把月产量提高40万桶的目标。一些投资者还预计,接下来几个月油价会继续上涨,并可能突破100美元大关。另一方面,周三美国石油协会公布的数据显示,截至1月7日至一周,美国原油库存意外增加140.4万桶,市场原本预计会减少136.7万桶。</p><p>日内,投资者还需密切关注<a href=\"https://laohu8.com/S/USEG\">美国能源</a>信息署公布的官方库存数据。</p><p>截至北京时间16:23,大宗商品行情显示:</p><ul><li>美国WTI原油期货价格跌0.63%,报85.26美元/桶。</li><li>布伦特原油期货价格跌0.80%,报87.73美元/桶。</li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"399001":"深证成指","399006":"创业板指","399102":"创业板综","HSCEI":"国企指数","HSTECH":"恒生科技指数","HSI":"恒生指数","HSCCI":"红筹指数","000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1176113947","content_text":"要闻回顾1、1月LPR出炉:1年期与5年期品种利率均下调央行最新公布,中国1月1年期贷款市场报价利率(LPR)为3.7%,上月为3.80%。5年期贷款市场报价利率(LPR)为4.6%,上月为4.65%。2、工信部:将加快数字经济和实体经济的融合工信部总工程师、新闻发言人田玉龙在今日的发布会上表示,去年一年,数字经济发展进入了快车道。后续,我们按照落实国务院发布的《“十四五”数字经济发展规划》的要求,加快数字经济和实体经济的融合,这个是主线,加强数字信息基础设施的建设,完善数字经济治理体系,协同推进数字产业化和产业数字化,将新一代信息技术赋能传统产业,培育新产业、新业态和新模式。3、广东:2022年筹备设立大湾区国际商业银行 支持深交所实施全市场注册制改革广东省政府工作报告指出,2022年将推进金融改革开放。加快完善现代金融体系,筹备设立大湾区国际商业银行,建设好广州期货交易所,支持深交所实施全市场注册制改革,积极创建广深科创金融改革试验区。深化绿色金融改革,创新数字普惠金融,推广供应链金融试点。探索建设大湾区跨境理财和资管中心,扩大“跨境理财通”规模,建设港澳保险售后服务中心,推动“征信通”“保险通”。推进中小企业融资平台等建设,提升金融服务实体经济水平。4、国家卫健委:研究出台更多积极生育支持措施国家卫生健康委人口家庭司副司长杨金瑞在今日的发布会上表示,下一步,国家卫生健康委将会同相关部门,进一步贯彻落实中央《关于优化生育政策促进人口长期均衡发展的决定》精神,指导各地组织实施好三孩生育政策,研究出台更多积极生育支持措施。5、贵州:今年力争有5家企业上市 建设酱香白酒品牌“茅台”舰队贵州省第十三届人民代表大会第五次会议1月20日在贵阳开幕,省长李炳军在作政府工作报告时表示,扩大直接融资规模,实施企业上市高质量发展三年行动,2022年力争有5家企业上市。 李炳军表示,要巩固提升特色优势产业。加强赤水河流域产区管控和生态保护,按照“三个一批”推动中小酒企转型升级,建设以茅台酒为引领的贵州酱香白酒品牌舰队。港股港股今日大幅拉升反弹,三大指数均呈高开高走行情,恒指涨3.42%上扬超800点,国指涨3.79%,恒生科技指数涨4.5%。南下资金大幅净流入73.18亿港元,大市成交额放大至1783亿港元。盘面上,大型科技股大涨,美团劲升11%,腾讯、京东、百度、快手均涨超6%,阿里巴巴、小米等皆有涨幅;央行超预期降息,内房股与物管股再度活跃,金科服务、宝龙商业等个股涨幅居市场前列,大金融股(银行、券商、保险)集体走强,互联网医疗、航空、猪肉、手游、餐饮、重型机械等多数板块齐飞。另一方面,近期活跃的石油股、中医药股、港口航运股表现萎靡,子公司倒卖进口原油被查,中国石油跌近2%。A股今日两市全天维持弱势震荡,截至收盘,沪指跌0.09%报3555.06点,成交4597亿元;深成指跌0.06%报14198.30点,成交6693亿元。创业板指下跌0.32%,报3065.99点。盘面上,券商、银行等大金融板块顽强护盘,家电、食品饮料等大消费板块走势活跃,元宇宙、军工、锂电等热门题材股领跌市场。总体看,市场分化明显,两市下跌股超3800只,外资再现百亿级暴力抢筹。A股大金融板块顽强护盘,齐鲁银行、平安银河等领涨银行股,券商板块中,华林证券封涨停板,长城证券跟涨,新华保险、中国平安等保险股大幅走强。锂电等热门赛道股再度杀跌,因业绩不及预期,龙头盐湖股份一度触及跌停,东华科技、金圆股份等股纷纷走低。焦点个股方面,14倍大妖股九安医疗今日反包涨停,公司四季度单季盈利至少8亿元碾压过往十年总和。中药股精华制药今天强势涨停,自2021年12月22日以来的不到一个月时间,其股价累计涨幅达246.83%。生长激素纳入集采,长春高新连续两日跌停,市值蒸发近200亿元。盘面上,地产、基建等相关产业链再度走强,白酒等大消费股走势活跃,数字经济题材继续火爆,此前炒作火热的新冠检测、预制菜概念再度降温。总体看,资金聚焦相对低估值板块,两市下跌个股近3200只。具体来看,地产、基建等相关产业链再度走强,建科院20%涨停,中国交建等多只股封板,消息面上,发改委再提适当超前开展基础设施投资。数字经济板块继续爆发,天源迪科等股20%涨停,浪潮软件、亚联发展等股涨停。今日预制菜概念继续降温,但獐子岛却逆势涨停。网传汤加火山爆发致扇贝涌入獐子岛,公司最新回应,报道及传闻严重失实。焦点个股方面,13倍大妖股九安医疗今日跌停,盘中创出88.88元的最高价;中农联合、金时科技两股今日上演地天板;今日上市的新股大分化,N益客大涨212.46%,N迈威上市破发,跌幅29.6%。有券商人士表示,市场传出,今年1月1-10日,银行信贷投放总体不太理想。股份制银行对公贷款新增530亿,不足去年同期1/3;零售也仅为去年同期一半。这可能对机构投资者的信心有所冲击。然而,比较矛盾的是,银行股却是今日护盘之主力。那么,究竟谁才是做空黑手呢?从杀跌的结构来看,基金重仓股砸盘可能是影响市场情绪的一个重要原因。有机构人士透露,今天首次看到有机构大调仓,调仓方向是大蓝筹。有些机构已经扛不住杀跌了。这可能也是前期基金重仓股杀跌的一个主要原因。美股美股三大指数期货盘前时段悉数上涨。截至发稿,道指期货涨0.37%;标普500指数期货涨0.45%;纳斯达克100指数期货涨0.64%。 欧洲股市欧洲主要股市在盘初时段多数上涨。大宗商品黄金周四黄金期货价格持稳于1840美元附近,昨日得益于避险情绪升温以及美债收益率和美元走弱,金价大涨,目前市场等待美联储下周货币政策会议结果。昨日,因美元走低和美国与俄罗斯在乌克兰问题上的关系紧张,金价大涨1%,创下三个月来最大单日涨幅,并升破1840美元。同日,美国十年期国债收益率从两年新高回落超1%,不过今日再度反弹。下周,美联储将举行货币政策会议并于1月26日公布会议结果。外界普遍预计,为遏制通胀,美联储今年的加息步伐可能快于此前预期。根据媒体对经济学家的调查,通胀已经成为美国经济在2022年最大的威胁。大宗商品价格上涨也推升了通胀,原油价格近日创下七年新高,镍价创下历史新高。中国银行广东省分行王刚表示,为应对通胀,“美联储加息行动几乎是确定的。”不过,他还表示:“尽管美联储加息进入紧锣密鼓期,然而对于的黄金的打击压制作用似乎并不剧烈。加息前的预期或会对黄金造成短期压力,而一旦落地,黄金反而或会获得释放的机会。”中国今日公布LPR利率,如预期般降息,与世界其他国家形成了鲜明对比。中国央行公示1月1年期LPR报价下调10bp至3.7%, 5年期LPR报价下调5bp至4.6%。截至北京时间16:23,大宗商品行情显示:现货黄金价格跌0.09%,报1,841.45美元/盎司。原油周四油价在刷新七年高点后涨势停歇,一些投资者止盈出货,不过强劲的需求和紧张的供应继续支撑油价。澳新银行分析师表示,“国际能源署(IEA)表示全球原油需求正在恢复至大流行前的水平。”“短期供应中断加剧了市场的紧张程度。此前因一条链接伊拉克和土耳其的重要石油管道发生爆炸,布伦特原油期货价格飙涨。”爆炸发生在周二,导致这条管道停止运行。不过,随后一天,管道恢复有限运营。此外,本周早些时候也门胡赛武装袭击了OPEC第三大产油国阿联酋,也恶化了供应局势。俄罗斯与乌克兰之间的局势也高度紧张。前者在与乌克兰的边境部署了重兵,市场担忧双方可能爆发武装冲突,并给供应造成负面影响。与此同时,全球燃油需求普遍复苏,但市场供应紧张。OPEC+难以实现把月产量提高40万桶的目标。一些投资者还预计,接下来几个月油价会继续上涨,并可能突破100美元大关。另一方面,周三美国石油协会公布的数据显示,截至1月7日至一周,美国原油库存意外增加140.4万桶,市场原本预计会减少136.7万桶。日内,投资者还需密切关注美国能源信息署公布的官方库存数据。截至北京时间16:23,大宗商品行情显示:美国WTI原油期货价格跌0.63%,报85.26美元/桶。布伦特原油期货价格跌0.80%,报87.73美元/桶。","news_type":1},"isVote":1,"tweetType":1,"viewCount":926,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630956568,"gmtCreate":1642675880449,"gmtModify":1642675880540,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581753589389427","authorIdStr":"3581753589389427"},"themes":[],"htmlText":"[财迷] ","listText":"[财迷] ","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630956568","repostId":"2204060600","repostType":2,"repost":{"id":"2204060600","kind":"news","pubTimestamp":1642671011,"share":"https://www.laohu8.com/m/news/2204060600?lang=&edition=full","pubTime":"2022-01-20 17:30","market":"hk","language":"zh","title":"南向资金今日净流入65.44亿港元 腾讯控股获净买入14.45亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2204060600","media":"腾讯自选股","summary":"南向资金今日净流入65.44亿港元。港股通(沪)方面,腾讯控股、美团-W净买入居前,分别获净买入10.81亿港元、7.11亿港元。港股通(深)方面,腾讯控股、美团-W净买入居前,分别获净买入14.45亿港元、13.61亿港元。注释:南向资金又叫南下资金,南指的是地理位置,香港在深圳、上海的南边。南向资金指的是中国内地投资者通过港股通买卖香港市场股票的资金。","content":"<html><body><article><p>南向资金今日净流入65.44亿港元。港股通(沪)方面,<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、美团-W净买入居前,分别获净买入10.81亿港元、7.11亿港元。港股通(深)方面,腾讯控股、美团-W净买入居前,分别获净买入14.45亿港元、13.61亿港元。</p><img src=\"http://snpimg.gtimg.com/snp/0/IMG202201201734347906848b_1128x752/0\"/><p>注释:</p><p>南向资金又叫南下资金,南指的是地理位置,香港在深圳、上海的南边。南向资金指的是中国内地投资者通过港股通买卖香港市场股票的资金。</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>南向资金今日净流入65.44亿港元 腾讯控股获净买入14.45亿</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南向资金今日净流入65.44亿港元 腾讯控股获净买入14.45亿\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-20 17:30 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202201201730117a64d635&s=b><strong>腾讯自选股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>南向资金今日净流入65.44亿港元。港股通(沪)方面,腾讯控股、美团-W净买入居前,分别获净买入10.81亿港元、7.11亿港元。港股通(深)方面,腾讯控股、美团-W净买入居前,分别获净买入14.45亿港元、13.61亿港元。注释:南向资金又叫南下资金,南指的是地理位置,香港在深圳、上海的南边。南向资金指的是中国内地投资者通过港股通买卖香港市场股票的资金。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202201201730117a64d635&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/753c9aba3202037bc97463c545d5d015","relate_stocks":{"00700":"腾讯控股","BK1591":"就地过年概念","BK1526":"科网股","BK1608":"元宇宙概念","BK1531":"手游股","BK1589":"北水核心资产","BK1521":"挪威政府全球养老基金持仓","BK1586":"云计算","BK1095":"互动媒体与服务","BK1517":"云办公","BK1502":"双十一"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202201201730117a64d635&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2204060600","content_text":"南向资金今日净流入65.44亿港元。港股通(沪)方面,腾讯控股、美团-W净买入居前,分别获净买入10.81亿港元、7.11亿港元。港股通(深)方面,腾讯控股、美团-W净买入居前,分别获净买入14.45亿港元、13.61亿港元。注释:南向资金又叫南下资金,南指的是地理位置,香港在深圳、上海的南边。南向资金指的是中国内地投资者通过港股通买卖香港市场股票的资金。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697718870,"gmtCreate":1642590675971,"gmtModify":1642590675971,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581753589389427","authorIdStr":"3581753589389427"},"themes":[],"htmlText":"TSMC[财迷] 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","text":"NVDA[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697594976","repostId":"2204049167","repostType":2,"repost":{"id":"2204049167","kind":"news","pubTimestamp":1642500480,"share":"https://www.laohu8.com/m/news/2204049167?lang=&edition=full","pubTime":"2022-01-18 18:08","market":"us","language":"zh","title":"黄仁勋五年前就想元宇宙了?英伟达:不是为元宇宙而元宇宙","url":"https://stock-news.laohu8.com/highlight/detail?id=2204049167","media":"澎湃新闻","summary":"近一年,元宇宙成为热门概念,被称为“元宇宙创造工具”的英伟达Omniverse随之破圈被广泛关注,曾在GTC大会上以假乱真引起热议的“数字黄仁勋”就是用Omniverse制作的。然而实际上,Omniv...","content":"<div>\n<p>近一年,元宇宙成为热门概念,被称为“元宇宙创造工具”的英伟达Omniverse随之破圈被广泛关注,曾在GTC大会上以假乱真引起热议的“数字黄仁勋”就是用Omniverse制作的。然而实际上,Omniverse最初出现并非因为元宇宙,更在元宇宙成为热词前。 所以,为什么五年前英伟达CEO黄仁勋就开始推进Omniverse项目?“数字虫洞”的比喻有什么样的内涵?Omniverse究竟能做些什么? ...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202201182252191581.html\">Web Link</a>\n\n</div>\n","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>黄仁勋五年前就想元宇宙了?英伟达:不是为元宇宙而元宇宙</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; 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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黄仁勋五年前就想元宇宙了?英伟达:不是为元宇宙而元宇宙\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-18 18:08 北京时间 <a href=http://finance.eastmoney.com/a/202201182252191581.html><strong>澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近一年,元宇宙成为热门概念,被称为“元宇宙创造工具”的英伟达Omniverse随之破圈被广泛关注,曾在GTC大会上以假乱真引起热议的“数字黄仁勋”就是用Omniverse制作的。然而实际上,Omniverse最初出现并非因为元宇宙,更在元宇宙成为热词前。 所以,为什么五年前英伟达CEO黄仁勋就开始推进Omniverse项目?“数字虫洞”的比喻有什么样的内涵?Omniverse究竟能做些什么? ...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202201182252191581.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/e025323951452bd10d755da31866b064","relate_stocks":{"BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","NVDA":"英伟达","BK4543":"AI","BK4567":"ESG概念","BK4529":"IDC概念","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4549":"软银资本持仓","BK4554":"元宇宙及AR概念","BK4503":"景林资产持仓","BK4532":"文艺复兴科技持仓"},"source_url":"http://finance.eastmoney.com/a/202201182252191581.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2204049167","content_text":"近一年,元宇宙成为热门概念,被称为“元宇宙创造工具”的英伟达Omniverse随之破圈被广泛关注,曾在GTC大会上以假乱真引起热议的“数字黄仁勋”就是用Omniverse制作的。然而实际上,Omniverse最初出现并非因为元宇宙,更在元宇宙成为热词前。 所以,为什么五年前英伟达CEO黄仁勋就开始推进Omniverse项目?“数字虫洞”的比喻有什么样的内涵?Omniverse究竟能做些什么? 元宇宙火了以后,“第一感觉是我们的工作量翻了两三倍,”英伟达中国区Omniverse业务发展经理何展在接受澎湃新闻在内的记者采访时开玩笑道。 英伟达在2019年推出实时3D设计协作工具Omniverse,而黄仁勋提出想法并推进实施已是在五年前。Omniverse平台开发副总裁Richard Kerris曾在2021年4月的GTC大会上提到,英伟达已经为此花费了数年时间和数亿美元。 黄仁勋曾在2021GTC大会上介绍道,“Omniverse可以让个人模拟制造出遵从物理规律的共享3D虚拟世界”。在官网中,英伟达将Omniverse描述为“一个将3D世界连接到共享虚拟世界的平台”,可完成实时3D设计协作和虚拟世界模拟,将图形、AI、模拟和可扩展计算整合到一个平台上。 所以Omniverse可以做些什么呢? 比如可以解决基站布局设计难题。如何投入最小、最高效建设基站是一个非常复杂的科学问题,Omniverse可以帮助其完成5G基站数字孪生模拟,建立每个地方的人流、数量、时间分布的数据模型,完成城市模拟及AI算法评估。也比如在山火出现时,可以通过Omniverse模拟预测山火的蔓延路径和规模,从而得到抑制火势的最佳策略。 没有元宇宙时就有的元宇宙工具,为何创生? 最简单的理解,Omniverse本质就是让原本不相通的软件相融合的平台。 何展举了一个例子,建筑设计师在做室内装修渲染时会用到很多软件工具,而这些软件并不属于同一家软件公司,数据互不相通,格式转换困难。Omniverse平台就是让不同工具(软件)在一个界面内同时操作,省去大量的时间。 所以英伟达这样一家定义了GPU,彻底改变了并行计算的人工智能计算公司为何会想到推出Omniverse? “在四五年前,我们就开始想未来大家说的数字虚拟世界(元宇宙),在那个世界里如人、物、场景等各种数字资产的构建,都需要设计师、美术家、艺术家等各种各样的创意人员。他们一直是英伟达用户,我们的技术迭代就建立在对他们痛点的洞察。”何展表示。 在2017年,英伟达第一次发布了AR/VR视频,从那个时候开始,英伟达开始展露Omniverse的初步想法。2018年,英伟达发布了实时光线技术,将实时光线追踪与AI结合起来落地应用。 “实时光线追踪技术让我们看到一个新的可能,它可能会给创意市场增加2000-3000亿美金市场,促进设计师用这样的技术做出他的作品。有了图形可视化与AI之后,后来发现还可以结合以前做的物理学引擎、XR技术,之后就进一步衍生出把这个技术打造成一个平台的想法。后来发布的Omniverse就是包含各种渲染技术提升的结果。”何展表示。 回到最初的问题,对于Omniverse最初为何出现,何展对澎湃新闻总结道,“Omniverse不是为了元宇宙而元宇宙,而是在技术不断迭代的过程中走到了这一步。在不同时间段内,针对客户的应用、几大类技术都成熟了,这时我们就认为未来可能会用这些技术创造新的数字3D世界,或者说元宇宙,这个平台就自然而然打上了元宇宙的标签。” 一个有意思的问题是,在元宇宙概念没有火热之前,Omniverse在宣传的很多时候都会跟元宇宙进行关联,而随着元宇宙概念成为热门,英伟达官方的新闻稿却开始回避使用元宇宙,更多强调3D虚拟世界。同时,在记者的采访过程中,英伟达的几位采访对象也一直试图避免完全与元宇宙挂钩。 一位接近英伟达的人士解答道,“元宇宙概念还在不断孕育生长的过程中,就像互联网刚刚诞生的时候,没有办法站到那个原点看20年后的今天。关于元宇宙现在更多是概念性的内容,每家厂商都会讲述自己元宇宙的梦想,而这些元宇宙的梦想有些比较切合实际,有些会用乌托邦或很科幻的角度去描述,还没有真正落地。而在整个业界都在讨论元宇宙的时候,英伟达会更想回归到技术本身,希望更多开发者、创作者看到Omniverse能够为他们带来什么,最核心的是技术改变他们的工作与创作。” 总结Omniverse能实现的功能,第一件就是融合不同工具(软件),第二则是处理大量数据,做实时渲染,比如央视《飞向月球2》纪录片要处理3TB级别数据完成月球模拟。第三类,则有AI参与其中,如气象模拟仿真,用图形可视化方式分析飓风走向。 “实现元宇宙的技术能力,一定包括数据中心级别的算力平台,”何展表示。比如Earth-2数字孪生模拟2035年、2060年地球的气候状态,这些都需要巨大的算力。 黄仁勋为何称Omniverse为“数字虫洞”?隐喻了什么? “Omniverse与游戏引擎大不相同,其是面向数据中心规模设计的,有朝一日有望能达到全球数据规模。Omniverse的基础是USD(Universal Scene Description,通用场景描述),本质上是一个数字虫洞。将人和计算机连接到Omniverse,并将一个Omniverse世界连接到另一个世界,USD之于Omniverse就像HTML网页之于网站,”在2021下半年的GTC大会上,英伟达CEO黄仁勋说了一段并不那么容易理解的话。 首先需要理解USD(通用场景描述),“USD的初衷,就是解决不同厂商、不同软件数据格式之间的不兼容性,或需要反复导入导出”, 英伟达高级解决方案架构师宋毅明对澎湃新闻表示。 USD由动画公司皮克斯最先提出。在动画的制作流程中,不同的分工会涉及不同的设计软件工具,那么在协同工作时,就需要进行格式转换等繁琐工作。后来,皮克斯提出统一场景的格式USD并在2016年对其开源,不同软件制作的3D内容由此可以统一使用USD格式,《驯龙高手3:隐秘的世界》就是用此方法制作出来的。 “以PPT举例,可能5个人打开同一个PPT,公用数据流,一个人的更改另一个人可以马上看到。基于USD格式,则是在三维场景,一个人的更改另一个人可以即时看到,方便沟通和协作。”宋毅明表示。 虫洞(Wormhole)则基于爱因斯坦场方程的特殊解,是连接时空中不同点的推测结构。可以将虫洞想象为一个隧道,两端位于时空的不同点(不同的位置,不同的时间点,或两者兼而有之)。 以宝马数字孪生工厂的案例来理解“数字虫洞”的比喻可能更为直接。 宋毅明认为,数字孪生最主要的目的是,把在真实世界里很难达到,或需要高成本达到的事情,放在虚拟世界里以较小的成本达到。在宝马的数字孪生工厂中可以搭建生产线,或用仿真的方式试验汽车,通过构建模型来看物理效果与真实产出的特性,就可以以很低成本知道方案是否可行,之后再在真实世界中建造这样的产线。 如此,Omniverse就成为虚拟3D世界与真实世界之间的“数字虫洞”,通过它,虚拟与真实两个世界相互关联,形成互动。(文章来源:澎湃新闻)","news_type":1},"isVote":1,"tweetType":1,"viewCount":1313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697854079,"gmtCreate":1642414537540,"gmtModify":1642414537625,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581753589389427","authorIdStr":"3581753589389427"},"themes":[],"htmlText":"[财迷] ","listText":"[财迷] ","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697854079","repostId":"2204221997","repostType":2,"repost":{"id":"2204221997","kind":"highlight","pubTimestamp":1642409885,"share":"https://www.laohu8.com/m/news/2204221997?lang=&edition=full","pubTime":"2022-01-17 16:58","market":"us","language":"zh","title":"低调入局元宇宙,沃尔玛计划创建加密货币和NFT","url":"https://stock-news.laohu8.com/highlight/detail?id=2204221997","media":"华尔街见闻","summary":"巨头更不会放过虚拟世界中的任何机会。","content":"<html><head></head><body><p>与上次的莱特币大乌龙事件不同,零售巨头<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>(Walmart)这次似乎真的要进军“元宇宙”了,该公司还计划创建自己的加密货币和NFT(非同质化代币)。</p><h2>低调入局“元宇宙”</h2><p>据CNBC当地时间16日报道,<b>沃尔玛上月底申请了几个新商标,表示其有意制造和销售虚拟商品,包括电子产品、家居装饰、玩具、体育用品和个人护理产品。该公司还在另一份文件中表示,将向用户提供虚拟货币和NFT。</b></p><p>据美国专利商标局称,沃尔玛于去年12月30日提交了申请,总共提交了七份单独的申请。这些申请意味着这家零售巨头正在朝着元宇宙迈出重要的一步。</p><p>沃尔玛在一份声明中表示,<b>它正在“继续探索新兴技术如何塑造未来的购物体验”</b>。</p><blockquote>“我们今天没有进一步的分享,但值得注意的是,我们会定期提交商标申请,作为创新过程的一部分。”</blockquote><p>沃尔玛在8月份发布了一份关于制定“数字货币战略和产品路线图”,同时确定“与加密货币相关的投资和合作伙伴关系”的招聘广告,也暗示了即将要发生的事情。</p><p>但在随后的9月份发生了一起乌龙事件,媒体报道莱特币(LiteCoin)与沃尔玛构建合作伙伴关系,莱特币随后一度飙升33%。报道称,沃尔玛宣布可以用莱特币进行线上支付,但沃尔玛很快否认与莱特币构建合作伙伴关系。</p><p>据路透社10月报道,沃尔玛与虚拟货币交易平台Coinstar启动合作项目,其部分美国门店的顾客将可通过Coinstar售货亭购买比特币。沃尔玛发言人表示,全美沃尔玛门店内将设有200个Coinstar售货亭位。</p><p>12月初,沃尔玛首席财务官Brett Biggs在一次分析师会议上表示,<b>如果客户需要,公司愿意允许购物者使用加密货币付款,但该公司认为没有必要急于推出任何功能。</b></p><h2><b>各品牌布局“元宇宙”</b></h2><p>CNBC援引商标律师乔什·格本(Josh Gerben)表示,自从Facebook宣布将公司名称更改为Meta以来,众多企业一直在想办法弄清楚如何入局“元宇宙”。</p><p><a href=\"https://laohu8.com/S/NKE\">耐克</a>在去年11月初提交了一系列商标申请,计划销售虚拟品牌运动鞋和服装。当月晚些时候,该公司表示将与Roblox合作建造了虚拟运动乐园Nikeland。去年12月,它还收购了虚拟运动鞋公司RTFKT,但没有透露收购金额。</p><p>Gerben表示:</p><blockquote>“突然之间,所有人都觉得,这变得非常真实,我们需要确保我们的IP在这个领域受到保护。”</blockquote><p>服装制造商Gap也开始销售带有其标志性logo的运动衫的NFT。Gap表示,其NFT的定价从大约8.30美元到415美元不等,并配有实体连帽衫。</p><p>与此同时,体育运动装备品牌Under Armour和<a href=\"https://laohu8.com/S/0OLD.UK\">阿迪达斯</a>上个月推出的NFT系列新品均已售罄,它们现在在非功能性游戏市场OpenSea上的售价极高。</p><p>Gerben表示,服装零售商<a href=\"https://laohu8.com/S/URBN\">Urban Outfitters</a>、Ralph Lauren和Abercrombie & Fitch最近几周也提交了商标申请,计划开设虚拟商店。</p><p>市场研究公司CB Insights的一份报告认为,<b>零售商和品牌之所以想要进行此类投资,是因为这些投资可能会提供新的收入来源。</b></p><p>该公司表示,<b>推出NFT允许企业将实物产品和服务代币化,能够降低在线交易成本。</b></p><p>CB Insights指出,对于古驰(Gucci)和路易威登(Louis Vuitton)等奢侈品牌来说,NFTs可以作为有形和更昂贵商品的一种认证形式。</p><p>根据<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>的研究,NFT领域在过去一年里一直很火,<b>尽管过去2个月加密货币暴跌超过40%,但NFT领域的市值从未如此高涨。并且在美联储收紧政策之前,这是2021年表现最好的资产。</b></p><p>Gerben表示,随着越来越多的消费者熟悉区块链上存储的元宇宙和商品,更多的零售商将希望围绕区块链创建自己的生态系统。</p><p>根据加密<a href=\"https://laohu8.com/S/III\">信息服务</a>公司The Block的主管Frank Chaparro的说法,<b>许多零售商仍在为没有赶上电子商务发展而苦恼,他们不想错过虚拟世界中的任何机会。</b></p><blockquote>“我认为这对任何零售公司来说都是双赢的”,“即使它只是一种潮流,仅仅尝试一些奇怪的东西,比如在抽奖活动中送给一些客户一个NFT,也不会造成太大的名誉损失。”</blockquote></body></html>","source":"wallstreetcn_api","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>低调入局元宇宙,沃尔玛计划创建加密货币和NFT</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低调入局元宇宙,沃尔玛计划创建加密货币和NFT\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-17 16:58 北京时间 <a href=https://wallstreetcn.com/articles/3649882><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>与上次的莱特币大乌龙事件不同,零售巨头沃尔玛(Walmart)这次似乎真的要进军“元宇宙”了,该公司还计划创建自己的加密货币和NFT(非同质化代币)。低调入局“元宇宙”据CNBC当地时间16日报道,沃尔玛上月底申请了几个新商标,表示其有意制造和销售虚拟商品,包括电子产品、家居装饰、玩具、体育用品和个人护理产品。该公司还在另一份文件中表示,将向用户提供虚拟货币和NFT。据美国专利商标局称,沃尔玛于...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3649882\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d88bccf292fb9de00cb6e5b0d96cfd65","relate_stocks":{"GBTC":"Grayscale Bitcoin Trust","FBTC":"Fidelity Wise Origin Bitcoin Fund","BK4534":"瑞士信贷持仓","BITB":"Bitwise Bitcoin ETF","BTCO":"Invesco Galaxy Bitcoin ETF","ARKB":"ARK 21Shares Bitcoin ETF","BK4155":"大卖场与超市","WMT":"沃尔玛","BK4504":"桥水持仓","BK4550":"红杉资本持仓","BRRR":"Valkyrie Bitcoin Fund","BK4533":"AQR资本管理(全球第二大对冲基金)","BTCW":"WisdomTree Bitcoin Fund","IBIT":"iShares Bitcoin Trust","BK4532":"文艺复兴科技持仓","DEFI":"Hashdex Bitcoin ETF","HODL":"VanEck Bitcoin Trust ETF","EZBC":"Franklin Bitcoin ETF"},"source_url":"https://wallstreetcn.com/articles/3649882","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2204221997","content_text":"与上次的莱特币大乌龙事件不同,零售巨头沃尔玛(Walmart)这次似乎真的要进军“元宇宙”了,该公司还计划创建自己的加密货币和NFT(非同质化代币)。低调入局“元宇宙”据CNBC当地时间16日报道,沃尔玛上月底申请了几个新商标,表示其有意制造和销售虚拟商品,包括电子产品、家居装饰、玩具、体育用品和个人护理产品。该公司还在另一份文件中表示,将向用户提供虚拟货币和NFT。据美国专利商标局称,沃尔玛于去年12月30日提交了申请,总共提交了七份单独的申请。这些申请意味着这家零售巨头正在朝着元宇宙迈出重要的一步。沃尔玛在一份声明中表示,它正在“继续探索新兴技术如何塑造未来的购物体验”。“我们今天没有进一步的分享,但值得注意的是,我们会定期提交商标申请,作为创新过程的一部分。”沃尔玛在8月份发布了一份关于制定“数字货币战略和产品路线图”,同时确定“与加密货币相关的投资和合作伙伴关系”的招聘广告,也暗示了即将要发生的事情。但在随后的9月份发生了一起乌龙事件,媒体报道莱特币(LiteCoin)与沃尔玛构建合作伙伴关系,莱特币随后一度飙升33%。报道称,沃尔玛宣布可以用莱特币进行线上支付,但沃尔玛很快否认与莱特币构建合作伙伴关系。据路透社10月报道,沃尔玛与虚拟货币交易平台Coinstar启动合作项目,其部分美国门店的顾客将可通过Coinstar售货亭购买比特币。沃尔玛发言人表示,全美沃尔玛门店内将设有200个Coinstar售货亭位。12月初,沃尔玛首席财务官Brett Biggs在一次分析师会议上表示,如果客户需要,公司愿意允许购物者使用加密货币付款,但该公司认为没有必要急于推出任何功能。各品牌布局“元宇宙”CNBC援引商标律师乔什·格本(Josh Gerben)表示,自从Facebook宣布将公司名称更改为Meta以来,众多企业一直在想办法弄清楚如何入局“元宇宙”。耐克在去年11月初提交了一系列商标申请,计划销售虚拟品牌运动鞋和服装。当月晚些时候,该公司表示将与Roblox合作建造了虚拟运动乐园Nikeland。去年12月,它还收购了虚拟运动鞋公司RTFKT,但没有透露收购金额。Gerben表示:“突然之间,所有人都觉得,这变得非常真实,我们需要确保我们的IP在这个领域受到保护。”服装制造商Gap也开始销售带有其标志性logo的运动衫的NFT。Gap表示,其NFT的定价从大约8.30美元到415美元不等,并配有实体连帽衫。与此同时,体育运动装备品牌Under Armour和阿迪达斯上个月推出的NFT系列新品均已售罄,它们现在在非功能性游戏市场OpenSea上的售价极高。Gerben表示,服装零售商Urban Outfitters、Ralph Lauren和Abercrombie & Fitch最近几周也提交了商标申请,计划开设虚拟商店。市场研究公司CB Insights的一份报告认为,零售商和品牌之所以想要进行此类投资,是因为这些投资可能会提供新的收入来源。该公司表示,推出NFT允许企业将实物产品和服务代币化,能够降低在线交易成本。CB Insights指出,对于古驰(Gucci)和路易威登(Louis Vuitton)等奢侈品牌来说,NFTs可以作为有形和更昂贵商品的一种认证形式。根据摩根大通的研究,NFT领域在过去一年里一直很火,尽管过去2个月加密货币暴跌超过40%,但NFT领域的市值从未如此高涨。并且在美联储收紧政策之前,这是2021年表现最好的资产。Gerben表示,随着越来越多的消费者熟悉区块链上存储的元宇宙和商品,更多的零售商将希望围绕区块链创建自己的生态系统。根据加密信息服务公司The Block的主管Frank Chaparro的说法,许多零售商仍在为没有赶上电子商务发展而苦恼,他们不想错过虚拟世界中的任何机会。“我认为这对任何零售公司来说都是双赢的”,“即使它只是一种潮流,仅仅尝试一些奇怪的东西,比如在抽奖活动中送给一些客户一个NFT,也不会造成太大的名誉损失。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1020,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697351925,"gmtCreate":1642305502790,"gmtModify":1642305502790,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581753589389427","authorIdStr":"3581753589389427"},"themes":[],"htmlText":"ASML[疑问] ","listText":"ASML[疑问] ","text":"ASML[疑问]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697351925","repostId":"1155700728","repostType":2,"repost":{"id":"1155700728","kind":"news","weMediaInfo":{"introduction":"港股挖掘机将每天为您推送最具价值的港股、美股、A股投资资讯!第一时间把握全球政策动向,先人一步了解主流资金流向,监测主力行踪,解读公司公告,追踪活跃个股,让您畅享投资财富盛宴!","home_visible":1,"media_name":"智通财经APP","id":"12","head_image":"https://static.tigerbbs.com/361f7f1ca0d64e919035653d64c723ab"},"pubTimestamp":1642301105,"share":"https://www.laohu8.com/m/news/1155700728?lang=&edition=full","pubTime":"2022-01-16 10:45","market":"us","language":"zh","title":"阿斯麦等芯片股下周起迎来财报季,股价波动或加大","url":"https://stock-news.laohu8.com/highlight/detail?id=1155700728","media":"智通财经APP","summary":"富国银行对半导体设备制造行业的评估显示,就即将到来的财报季而言,投资者或许应该做好准备,迎接未来几周的坎坷。在2021年,受到全球供应链放缓影响的行业中,几乎没有哪个行业比半导体行业更严重,市场预期芯","content":"<html><head></head><body><blockquote><a href=\"https://laohu8.com/S/WFC\">富国银行</a>对半导体设备制造行业的评估显示,就即将到来的财报季而言,投资者或许应该做好准备,迎接未来几周的坎坷。</blockquote><p>在2021年,受到全球供应链放缓影响的行业中,几乎没有哪个行业比半导体行业更严重,市场预期芯片行业今年有望更加稳定。不过,富国银行对半导体设备制造行业的评估显示,就即将到来的财报季而言,投资者或许应该做好准备,迎接未来几周的坎坷。</p><p>智通财经APP注意到,富国银行分析师Joe Quatrochi表示,半导体设备类股短期内“可能保持相对波动”,因企业对季度业绩和销售前景做出任何调整,都可能影响股价。</p><p>Quatrochi表示,KLA是他在芯片设备制造商中的首选,他相信KLA将会从<a href=\"https://laohu8.com/S/INTC\">英特尔</a>增加资本支出的计划中获益。KLA定于1月27日公布季度业绩,Quatrochi表示,他预计该公司将概述对芯片晶圆和晶圆设备业务的预期。去年12月底,Quatrochi上调了对KLA的评级,认为该公司股价今年有10%的上行空间。</p><p>Quatrochi对Lam Research的看法则稍显悲观,他表示,持续的供应链问题,以及Lam在马来西亚新工厂的增产,对该公司的毛利率产生了负面影响。Quatrochi补充称,Lam将于1月26日公布季度业绩,投资者应密切关注该公司对内存芯片业务的看法,因为这将对该公司股价产生影响。</p><p>Quatrochi认为,<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>正面临着一个“艰难的局面”,因为该公司最近在柏林的一家工厂遭遇了一场火灾。Quatrochi表示,在柏林火灾之前,人们普遍认为阿斯麦2022年的营收比去年增长了20%以上,但火灾的“未知影响”可能会在即将到来的财报季影响投资者的情绪。阿斯麦将于下周三公布业绩。</p></body></html>","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>阿斯麦等芯片股下周起迎来财报季,股价波动或加大</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; 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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阿斯麦等芯片股下周起迎来财报季,股价波动或加大\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/12\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/361f7f1ca0d64e919035653d64c723ab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">智通财经APP </p>\n<p class=\"h-time\">2022-01-16 10:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><a href=\"https://laohu8.com/S/WFC\">富国银行</a>对半导体设备制造行业的评估显示,就即将到来的财报季而言,投资者或许应该做好准备,迎接未来几周的坎坷。</blockquote><p>在2021年,受到全球供应链放缓影响的行业中,几乎没有哪个行业比半导体行业更严重,市场预期芯片行业今年有望更加稳定。不过,富国银行对半导体设备制造行业的评估显示,就即将到来的财报季而言,投资者或许应该做好准备,迎接未来几周的坎坷。</p><p>智通财经APP注意到,富国银行分析师Joe Quatrochi表示,半导体设备类股短期内“可能保持相对波动”,因企业对季度业绩和销售前景做出任何调整,都可能影响股价。</p><p>Quatrochi表示,KLA是他在芯片设备制造商中的首选,他相信KLA将会从<a href=\"https://laohu8.com/S/INTC\">英特尔</a>增加资本支出的计划中获益。KLA定于1月27日公布季度业绩,Quatrochi表示,他预计该公司将概述对芯片晶圆和晶圆设备业务的预期。去年12月底,Quatrochi上调了对KLA的评级,认为该公司股价今年有10%的上行空间。</p><p>Quatrochi对Lam Research的看法则稍显悲观,他表示,持续的供应链问题,以及Lam在马来西亚新工厂的增产,对该公司的毛利率产生了负面影响。Quatrochi补充称,Lam将于1月26日公布季度业绩,投资者应密切关注该公司对内存芯片业务的看法,因为这将对该公司股价产生影响。</p><p>Quatrochi认为,<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>正面临着一个“艰难的局面”,因为该公司最近在柏林的一家工厂遭遇了一场火灾。Quatrochi表示,在柏林火灾之前,人们普遍认为阿斯麦2022年的营收比去年增长了20%以上,但火灾的“未知影响”可能会在即将到来的财报季影响投资者的情绪。阿斯麦将于下周三公布业绩。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c9a5bf70230b34046657c91800556952","relate_stocks":{"159813":"芯片","ASML":"阿斯麦","03165":"华夏欧优股对冲","BK4147":"半导体设备"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155700728","content_text":"富国银行对半导体设备制造行业的评估显示,就即将到来的财报季而言,投资者或许应该做好准备,迎接未来几周的坎坷。在2021年,受到全球供应链放缓影响的行业中,几乎没有哪个行业比半导体行业更严重,市场预期芯片行业今年有望更加稳定。不过,富国银行对半导体设备制造行业的评估显示,就即将到来的财报季而言,投资者或许应该做好准备,迎接未来几周的坎坷。智通财经APP注意到,富国银行分析师Joe Quatrochi表示,半导体设备类股短期内“可能保持相对波动”,因企业对季度业绩和销售前景做出任何调整,都可能影响股价。Quatrochi表示,KLA是他在芯片设备制造商中的首选,他相信KLA将会从英特尔增加资本支出的计划中获益。KLA定于1月27日公布季度业绩,Quatrochi表示,他预计该公司将概述对芯片晶圆和晶圆设备业务的预期。去年12月底,Quatrochi上调了对KLA的评级,认为该公司股价今年有10%的上行空间。Quatrochi对Lam Research的看法则稍显悲观,他表示,持续的供应链问题,以及Lam在马来西亚新工厂的增产,对该公司的毛利率产生了负面影响。Quatrochi补充称,Lam将于1月26日公布季度业绩,投资者应密切关注该公司对内存芯片业务的看法,因为这将对该公司股价产生影响。Quatrochi认为,阿斯麦正面临着一个“艰难的局面”,因为该公司最近在柏林的一家工厂遭遇了一场火灾。Quatrochi表示,在柏林火灾之前,人们普遍认为阿斯麦2022年的营收比去年增长了20%以上,但火灾的“未知影响”可能会在即将到来的财报季影响投资者的情绪。阿斯麦将于下周三公布业绩。","news_type":1},"isVote":1,"tweetType":1,"viewCount":702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697087229,"gmtCreate":1642164279731,"gmtModify":1642164279918,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581753589389427","authorIdStr":"3581753589389427"},"themes":[],"htmlText":"[财迷] ","listText":"[财迷] ","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697087229","repostId":"1152152990","repostType":4,"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694436899,"gmtCreate":1642070725319,"gmtModify":1642070725415,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581753589389427","authorIdStr":"3581753589389427"},"themes":[],"htmlText":"TSMC [财迷] [强] [看涨] [看涨] [看涨] ","listText":"TSMC [财迷] [强] [看涨] [看涨] [看涨] ","text":"TSMC [财迷] [强] [看涨] [看涨] [看涨]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694436899","repostId":"1181517953","repostType":2,"isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694252863,"gmtCreate":1642002084009,"gmtModify":1642002084103,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581753589389427","authorIdStr":"3581753589389427"},"themes":[],"htmlText":"ISRG GOGOGO UPUPUP","listText":"ISRG GOGOGO UPUPUP","text":"ISRG GOGOGO UPUPUP","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694252863","repostId":"1127174429","repostType":2,"repost":{"id":"1127174429","kind":"news","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1641997456,"share":"https://www.laohu8.com/m/news/1127174429?lang=&edition=full","pubTime":"2022-01-12 22:24","market":"us","language":"en","title":"Intuitive Surgical Sees 4Q Revenue Topping Street Views","url":"https://stock-news.laohu8.com/highlight/detail?id=1127174429","media":"Dow Jones","summary":"Intuitive Surgical Inc. on Wednesday said it expects to post fourth-quarter revenue that exceeds Wal","content":"<html><head></head><body><p>Intuitive Surgical Inc. on Wednesday said it expects to post fourth-quarter revenue that exceeds Wall Street's expectations amid a rebound in surgical procedures.</p><p>The Sunnyvale, Calif., provider of robotic-assisted surgical technology said it expects quarterly revenue of about $1.55 billion, up 17% from $1.33 billion a year earlier, when the Covid-19 pandemic caused significant disruptions in procedure volume.</p><p>Analysts polled by FactSet, on average, are expecting sales of $1.51 billion for the quarter.</p><p>Intuitive said worldwide procedures for its da Vinci surgical systems rose 19% in the fourth quarter, but the company also noted that the Covid-19 resurgence sparked by the Omicron variant weighed on volume later in the quarter.</p></body></html>","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>Intuitive Surgical Sees 4Q Revenue Topping Street Views</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\">\nIntuitive Surgical Sees 4Q Revenue Topping Street Views\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/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2022-01-12 22:24</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Intuitive Surgical Inc. on Wednesday said it expects to post fourth-quarter revenue that exceeds Wall Street's expectations amid a rebound in surgical procedures.</p><p>The Sunnyvale, Calif., provider of robotic-assisted surgical technology said it expects quarterly revenue of about $1.55 billion, up 17% from $1.33 billion a year earlier, when the Covid-19 pandemic caused significant disruptions in procedure volume.</p><p>Analysts polled by FactSet, on average, are expecting sales of $1.51 billion for the quarter.</p><p>Intuitive said worldwide procedures for its da Vinci surgical systems rose 19% in the fourth quarter, but the company also noted that the Covid-19 resurgence sparked by the Omicron variant weighed on volume later in the quarter.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ISRG":"直觉外科公司"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127174429","content_text":"Intuitive Surgical Inc. on Wednesday said it expects to post fourth-quarter revenue that exceeds Wall Street's expectations amid a rebound in surgical procedures.The Sunnyvale, Calif., provider of robotic-assisted surgical technology said it expects quarterly revenue of about $1.55 billion, up 17% from $1.33 billion a year earlier, when the Covid-19 pandemic caused significant disruptions in procedure volume.Analysts polled by FactSet, on average, are expecting sales of $1.51 billion for the quarter.Intuitive said worldwide procedures for its da Vinci surgical systems rose 19% in the fourth quarter, but the company also noted that the Covid-19 resurgence sparked by the Omicron variant weighed on volume later in the quarter.","news_type":1},"isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694834869,"gmtCreate":1641897318080,"gmtModify":1641897318198,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581753589389427","authorIdStr":"3581753589389427"},"themes":[],"htmlText":"AMD[财迷] ","listText":"AMD[财迷] ","text":"AMD[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694834869","repostId":"2202027202","repostType":2,"repost":{"id":"2202027202","kind":"highlight","weMediaInfo":{"introduction":"凤凰网港股","home_visible":1,"media_name":"凤凰网港股","id":"1039806269","head_image":"https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817"},"pubTimestamp":1641893983,"share":"https://www.laohu8.com/m/news/2202027202?lang=&edition=full","pubTime":"2022-01-11 17:39","market":"hk","language":"zh","title":"美股半导体板块盘前上涨 美国超微公司(AMD)涨2.24%","url":"https://stock-news.laohu8.com/highlight/detail?id=2202027202","media":"凤凰网港股","summary":"凤凰网港股|美股半导体板块盘前上涨,美国超微公司(AMD)涨2.24%,英特尔(INTR)涨2.16%,台积电(TSM)涨1.72%。此前,台积电公布2021年12月营收1553.8亿台币,环比增4.8%,同比增32.4%,再创单月历史新高;2021年全年营收为15874亿台币,同比增18.5%。","content":"<html><body><p><font size=\"3\">凤凰网港股|<span>美股半导体板块盘前上涨,</span><span>美国超微公司(<a href=\"https://laohu8.com/S/AMD\">AMD</a>)涨2.24%,<a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTR)涨2.16%,<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM)涨1.72%。</span></font></p><p><font size=\"3\">此前,台积电公布2021年12月营收1553.8亿台币,环比增4.8%,同比增32.4%,再创单月历史新高;2021年全年营收为15874亿台币,同比增18.5%。</font></p></body></html>","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>美股半导体板块盘前上涨 美国超微公司(AMD)涨2.24%</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; 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size=\"3\">凤凰网港股|<span>美股半导体板块盘前上涨,</span><span>美国超微公司(<a href=\"https://laohu8.com/S/AMD\">AMD</a>)涨2.24%,<a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTR)涨2.16%,<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM)涨1.72%。</span></font></p><p><font size=\"3\">此前,台积电公布2021年12月营收1553.8亿台币,环比增4.8%,同比增32.4%,再创单月历史新高;2021年全年营收为15874亿台币,同比增18.5%。</font></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8c95dc9b62af63b498dce2238fb18ba3","relate_stocks":{"BK4512":"苹果概念","BK4554":"元宇宙及AR概念","AMD":"美国超微公司","BK4532":"文艺复兴科技持仓","BK4534":"瑞士信贷持仓","BK4529":"IDC概念","BK4141":"半导体产品","BK4566":"资本集团"},"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=1093ba87b73dc6e4fafea5c03ec58e97","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2202027202","content_text":"凤凰网港股|美股半导体板块盘前上涨,美国超微公司(AMD)涨2.24%,英特尔(INTR)涨2.16%,台积电(TSM)涨1.72%。此前,台积电公布2021年12月营收1553.8亿台币,环比增4.8%,同比增32.4%,再创单月历史新高;2021年全年营收为15874亿台币,同比增18.5%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694834961,"gmtCreate":1641897163361,"gmtModify":1641897174221,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581753589389427","authorIdStr":"3581753589389427"},"themes":[],"htmlText":"AMD[财迷] ","listText":"AMD[财迷] ","text":"AMD[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694834961","repostId":"2202207965","repostType":2,"repost":{"id":"2202207965","kind":"news","pubTimestamp":1641895320,"share":"https://www.laohu8.com/m/news/2202207965?lang=&edition=full","pubTime":"2022-01-11 18:02","market":"us","language":"zh","title":"克班资本:将AMD(AMD.O)评级从持股观望上调至超配","url":"https://stock-news.laohu8.com/highlight/detail?id=2202207965","media":"美港电讯","summary":"克班资本:将AMD(AMD.O)评级从持股观望上调至超配。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=105.AMD&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p> 克班资本:将<a href=\"https://laohu8.com/S/AMD\">AMD</a>(AMD.O)评级从持股观望上调至超配。 </p><p>(文章来源:美港电讯)</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>克班资本:将AMD(AMD.O)评级从持股观望上调至超配</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克班资本:将AMD(AMD.O)评级从持股观望上调至超配\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-11 18:02 北京时间 <a href=http://stock.eastmoney.com/a/202201112243888167.html><strong>美港电讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>克班资本:将AMD(AMD.O)评级从持股观望上调至超配。 (文章来源:美港电讯)</p>\n\n<a href=\"http://stock.eastmoney.com/a/202201112243888167.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/1fc1f5e2fa377c378fa230c10e0849a2","relate_stocks":{"AMD":"美国超微公司"},"source_url":"http://stock.eastmoney.com/a/202201112243888167.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2202207965","content_text":"克班资本:将AMD(AMD.O)评级从持股观望上调至超配。 (文章来源:美港电讯)","news_type":1},"isVote":1,"tweetType":1,"viewCount":469,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694059031,"gmtCreate":1641731652332,"gmtModify":1641731660435,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581753589389427","authorIdStr":"3581753589389427"},"themes":[],"htmlText":"MSFT [财迷] [看涨] ","listText":"MSFT [财迷] [看涨] ","text":"MSFT [财迷] [看涨]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694059031","repostId":"2202413302","repostType":4,"repost":{"id":"2202413302","kind":"highlight","pubTimestamp":1641681069,"share":"https://www.laohu8.com/m/news/2202413302?lang=&edition=full","pubTime":"2022-01-09 06:31","market":"us","language":"zh","title":"微软广告现已覆盖超过全球 10 亿人","url":"https://stock-news.laohu8.com/highlight/detail?id=2202413302","media":"IT之家","summary":" IT之家 1 月 8 日消息,根据微软的内部数据和 Comscore,微软广告正在庆祝一个新的里程碑,即覆盖其广告产品的用户已超过 10 亿。这些广告出现在 Outlook.com、AOL、雅虎、Microsoft News / MSN.com 以及其他一些微软的内容和高级出版商合作伙伴。 IT之家获悉,微软报告称,2021 年搜索广告收入增加 7.88 亿美元或 10%,达到 85.28 亿美元。 随着微软广告为微软的金库作出重大贡献,并且似乎在推动着产品,如 Windows 10 和 11 上的侵入性《新闻和兴趣》小组件。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/MSFT\">微软</a>广告现已覆盖超过全球 10 亿人</p><p>IT之家 1 月 8 日消息,根据微软的内部数据和 Comscore,微软广告正在庆祝一个新的里程碑,即覆盖其广告产品的用户已超过 10 亿。这些广告出现在 Outlook.com、AOL、<a href=\"https://laohu8.com/S/YHOO\">雅虎</a>、Microsoft News / MSN.com 以及其他一些微软的内容和高级出版商合作伙伴。</p><p><img src=\"https://static.tigerbbs.com/716a2c60351b23a9f319370b9ee3a7e5\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>最近有报道说,MSN 新闻现在比 CNN 更受欢迎,并可能很快超过 BBC.com。</p><p>一个产品的用户往往也使用另一个微软产品,导致“重叠的用户”,实际上更有可能被激活。大多数人也是 Windows 用户,根据 GlobalWebIndex 美国 2021 年第三季度的数据,在美国使用 Windows 设备的人中,有 64% 的用户也访问微软的广告内容。</p><p>微软广告表示,他们的受众也很有价值。57% 的人年龄在 16 到 44 岁之间,51% 的人有大学学历。21% 的用户是创业者或对创业感兴趣,20% 的用户更可能是高级决策者。61% 的人更有可能是早期的技术采用者,19% 的人计划购买一台笔记本电脑。</p><p>IT之家获悉,微软报告称,2021 年搜索广告收入增加 7.88 亿美元或 10%,达到 85.28 亿美元。然而这仍然只占微软收入的 5%。</p><p>随着微软广告为微软的金库作出重大贡献,并且似乎在推动着产品,如 Windows 10 和 11 上的侵入性《新闻和兴趣》小组件。</p></body></html>","source":"sina_us","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>微软广告现已覆盖超过全球 10 亿人</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微软广告现已覆盖超过全球 10 亿人\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-09 06:31 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2022-01-09/doc-ikyakumx9182003.shtml><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>微软广告现已覆盖超过全球 10 亿人IT之家 1 月 8 日消息,根据微软的内部数据和 Comscore,微软广告正在庆祝一个新的里程碑,即覆盖其广告产品的用户已超过 10 亿。这些广告出现在 Outlook.com、AOL、雅虎、Microsoft News / MSN.com 以及其他一些微软的内容和高级出版商合作伙伴。最近有报道说,MSN 新闻现在比 CNN 更受欢迎,并可能很快超过 BBC...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2022-01-09/doc-ikyakumx9182003.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/716a2c60351b23a9f319370b9ee3a7e5","relate_stocks":{"BK4097":"系统软件","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4538":"云计算","MSFT":"微软","BK4504":"桥水持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4528":"SaaS概念","BK4535":"淡马锡持仓","BK4566":"资本集团","BK4516":"特朗普概念","BK4550":"红杉资本持仓","BK4525":"远程办公概念","BK4503":"景林资产持仓","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4548":"巴美列捷福持仓","BK4567":"ESG概念"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2022-01-09/doc-ikyakumx9182003.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2202413302","content_text":"微软广告现已覆盖超过全球 10 亿人IT之家 1 月 8 日消息,根据微软的内部数据和 Comscore,微软广告正在庆祝一个新的里程碑,即覆盖其广告产品的用户已超过 10 亿。这些广告出现在 Outlook.com、AOL、雅虎、Microsoft News / MSN.com 以及其他一些微软的内容和高级出版商合作伙伴。最近有报道说,MSN 新闻现在比 CNN 更受欢迎,并可能很快超过 BBC.com。一个产品的用户往往也使用另一个微软产品,导致“重叠的用户”,实际上更有可能被激活。大多数人也是 Windows 用户,根据 GlobalWebIndex 美国 2021 年第三季度的数据,在美国使用 Windows 设备的人中,有 64% 的用户也访问微软的广告内容。微软广告表示,他们的受众也很有价值。57% 的人年龄在 16 到 44 岁之间,51% 的人有大学学历。21% 的用户是创业者或对创业感兴趣,20% 的用户更可能是高级决策者。61% 的人更有可能是早期的技术采用者,19% 的人计划购买一台笔记本电脑。IT之家获悉,微软报告称,2021 年搜索广告收入增加 7.88 亿美元或 10%,达到 85.28 亿美元。然而这仍然只占微软收入的 5%。随着微软广告为微软的金库作出重大贡献,并且似乎在推动着产品,如 Windows 10 和 11 上的侵入性《新闻和兴趣》小组件。","news_type":1},"isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694091597,"gmtCreate":1641658209677,"gmtModify":1641658209977,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581753589389427","authorIdStr":"3581753589389427"},"themes":[],"htmlText":"[汗颜] ","listText":"[汗颜] ","text":"[汗颜]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694091597","repostId":"2201524633","repostType":2,"isVote":1,"tweetType":1,"viewCount":659,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695423152,"gmtCreate":1641552741629,"gmtModify":1641552741746,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581753589389427","authorIdStr":"3581753589389427"},"themes":[],"htmlText":"TSMC [财迷] [看涨] [看涨] [看涨] [看涨] [看涨] [看涨] [看涨] [看涨] [看涨] ","listText":"TSMC [财迷] [看涨] [看涨] [看涨] [看涨] [看涨] [看涨] [看涨] [看涨] [看涨] ","text":"TSMC [财迷] [看涨] [看涨] [看涨] [看涨] [看涨] [看涨] [看涨] [看涨] [看涨]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/695423152","repostId":"1150455325","repostType":4,"repost":{"id":"1150455325","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":1641795484,"share":"https://www.laohu8.com/m/news/1150455325?lang=&edition=full","pubTime":"2022-01-10 14:18","market":"us","language":"zh","title":"财报前瞻:产能主导,台积电四季度业绩稳了","url":"https://stock-news.laohu8.com/highlight/detail?id=1150455325","media":"老虎资讯综合","summary":"1月10日消息,半导体巨头台积电将于1月13日美股盘前发布2021年第四季度的财报。实际上,台积电的业绩一直很稳,投资者无需过分担忧。由于四季度全球芯片短缺,智能手机和高性能计算机芯片需求强劲,台积电","content":"<html><head></head><body><p>1月10日消息,半导体巨头<a href=\"https://laohu8.com/S/TSM\">台积电</a>将于1月13日美股盘前发布2021年第四季度的财报。实际上,<a href=\"https://laohu8.com/S/TSM\">台积电</a>的业绩一直很稳,投资者无需过分担忧。由于四季度全球芯片短缺,智能手机和高性能计算机芯片需求强劲,台积电营收连续六季创历史新高。</p><p>此前,台积电已分别披露10月、11月、12月的月度收入状况,其中,10月营收1345.39亿台币(约合48.72亿美元);11月营收1482.68亿台币(约合53.69亿美元),同比增长18.7%;12月营收1553.8亿台币(约合56.27亿美元)。</p><p><b>三季度业绩回顾</b></p><p>回顾三季度,汽车、智能手机对芯片的需求强劲,由此带动台积电等代工芯片制造商的订单量激增,但芯片供应极度短缺,两大利好推动台积电三季报业绩超过分析师平均预期。</p><p>Q3营收达到了148.8亿美元,环比增长11.9%,比去年第三季度高出27.4亿美元,同比增长22.6%。</p><p>三季度净利润再次超过50亿达到56.14亿美元,同比增长20%;第三季度毛利润率51.3%,营业利润率41.2%,净利润率37.7%,好于预期。</p><p>其中7nm及5nm受到智能手机及高效能运算需求驱动,两者营收合计已超越台积电整体过半比重,且处于持续增长中。<img src=\"https://static.tigerbbs.com/fce8abc4a933258e0e039c288868670c\" tg-width=\"865\" tg-height=\"345\" referrerpolicy=\"no-referrer\"/>5纳米是台积电营收的重要来源。根据台积电第三季度业绩表现,5纳米制程出货占该公司2021年第三季晶圆销售金额的18%,,与上一季度持平;7纳米制程出货占全季晶圆销售金额的34%,上一季度为31%。先进制程(7纳米及以上)的营收占比达到第三季度晶圆总营收的52%。</p><p>按产品类型划分,智能手机仍然是最大的贡献者,占三季度总收入的44%,收入较上一季度增长15%;而汽车占总收入的4%,与上一季度持平。<img src=\"https://static.tigerbbs.com/29f098670be769d7be9044c7232b20f7\" tg-width=\"865\" tg-height=\"375\" referrerpolicy=\"no-referrer\"/><b>四季度业绩有哪些看点?</b></p><p><b>1、产能主导四季度业绩</b></p><p>四季度,全球还在受芯片短缺的困扰,台积电基本处于产能爆满的状态。因此,四季度的营收基本上是由产能主导,稳稳的增长是可以预期的,</p><p>此前台积电管理层给出的四季度营收预测为154-157亿美元,根据公司披露,去年12月总共取得1553.82亿新台币的净营收,较11月环比增长71亿,这也意味着台积电去年四季度整体营收达到4382亿新台币(约合158.6亿美元)。这个数字也要高于公司此前给出的154-157亿美元指引,以及分析师4362亿新台币的一致预期。</p><p>由于智能手机和高性能计算机芯片需求强劲,台积电最先进的 5 nm制程出货量预计大幅增长。 强劲的销售额促进了产能充分利用,预计将推动第四季度毛利率将达到52%,营业利润将提升14.6%至1,800亿新台币。</p><p><b>2、定价策略将是四季度业绩发布会重点</b></p><p>四季度的财报分析师电话会议将在1月13日下午举行。CEO魏哲家、CFO黄仁昭等多位台积电高管预计将出席财报分析师电话会议,介绍四季度的情况并回答分析师提出的问题。</p><p>除了 4纳米和 3纳米产能建设进展外,台积电的定价策略或将成为第四季度业绩发布会的关注重点。由于对芯片需求的剧增,台积电产能扩充与开发较往年相比可以说是“五倍速”前进。为了确保产能的提升,相关的支出也大幅增加,尤其是在先进制程方面。</p><p>此前台积电正式提出2nm以及后续1nm的工厂扩建计划,预计总投资金额将高达8000亿至1万亿新台币(约1840-2300亿元),占地近100万平方米。</p><p>台积电重金投资,再度宣示其制程技术领先,但庞大的投资额背后也面临着巨额的折旧费用,台积电将提高成熟制程的价格来维持利润率以及支持未来扩张。</p><p><b>3、四季度营收超预期</b></p><p>目前,台积电已经分别披露了四季度三个月的月度营收情况,从已公布的数据来看,台积电四季度的营收已经超过了此前管理层给出的预期。</p><p><b>2021年10月台积电的营收为1345.39亿新台币,折合约48.72亿美元;11月营收环比上涨10.2%,达到1482.68亿新台币,折合约53.69亿美元,较2020年11月同比上涨18.7%;12月营收1553.8亿台币,折合约56.27亿美元。</b></p><p>以此计算,四季度三个月共营收约158.6亿美元。最新的营收数据也意味着台积电营收数字连续第六个季度创历史新高,这个事实本身并不令人意外。疫情发生后的电子产品需求爆发,以及<a href=\"https://laohu8.com/S/AAPL\">苹果</a>等公司对先进制程的追求,也令全球最大芯片制造厂始终处于产能供不应求的状态,大手笔的投资扩产也需要2-3年才能见到成效。</p><p>火爆的供需关系也令投行对台积电今年的业绩前景和“钱景”极为乐观。<a href=\"https://laohu8.com/S/GS\">高盛</a>在本月初的一份报告中表示,在价格上涨以及高性能计算/5G升级周期等一些因素的支持下,台积电2022年的营收增速将达到26%。根据周一的公告,2021年公司总共实现净营收1.58万亿新台币,同比增加18.5%。</p><p>高盛也将台积电台股的目标价从1028新台币提升至1035新台币。</p><p><b>分析师预测</b></p><p>根据彭博一致预期,台积电2021年第四季度营收预计为4368.16亿台币;调整后净利润为1624.03亿台币;调整后EPS为31.24台币。</p><p>彭博调查的12位分析师中,8位给予台积电买入评级,4位给出持有评级,目标价143.01美元。</p></body></html>","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>财报前瞻:产能主导,台积电四季度业绩稳了</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财报前瞻:产能主导,台积电四季度业绩稳了\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\">2022-01-10 14:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月10日消息,半导体巨头<a href=\"https://laohu8.com/S/TSM\">台积电</a>将于1月13日美股盘前发布2021年第四季度的财报。实际上,<a href=\"https://laohu8.com/S/TSM\">台积电</a>的业绩一直很稳,投资者无需过分担忧。由于四季度全球芯片短缺,智能手机和高性能计算机芯片需求强劲,台积电营收连续六季创历史新高。</p><p>此前,台积电已分别披露10月、11月、12月的月度收入状况,其中,10月营收1345.39亿台币(约合48.72亿美元);11月营收1482.68亿台币(约合53.69亿美元),同比增长18.7%;12月营收1553.8亿台币(约合56.27亿美元)。</p><p><b>三季度业绩回顾</b></p><p>回顾三季度,汽车、智能手机对芯片的需求强劲,由此带动台积电等代工芯片制造商的订单量激增,但芯片供应极度短缺,两大利好推动台积电三季报业绩超过分析师平均预期。</p><p>Q3营收达到了148.8亿美元,环比增长11.9%,比去年第三季度高出27.4亿美元,同比增长22.6%。</p><p>三季度净利润再次超过50亿达到56.14亿美元,同比增长20%;第三季度毛利润率51.3%,营业利润率41.2%,净利润率37.7%,好于预期。</p><p>其中7nm及5nm受到智能手机及高效能运算需求驱动,两者营收合计已超越台积电整体过半比重,且处于持续增长中。<img src=\"https://static.tigerbbs.com/fce8abc4a933258e0e039c288868670c\" tg-width=\"865\" tg-height=\"345\" referrerpolicy=\"no-referrer\"/>5纳米是台积电营收的重要来源。根据台积电第三季度业绩表现,5纳米制程出货占该公司2021年第三季晶圆销售金额的18%,,与上一季度持平;7纳米制程出货占全季晶圆销售金额的34%,上一季度为31%。先进制程(7纳米及以上)的营收占比达到第三季度晶圆总营收的52%。</p><p>按产品类型划分,智能手机仍然是最大的贡献者,占三季度总收入的44%,收入较上一季度增长15%;而汽车占总收入的4%,与上一季度持平。<img src=\"https://static.tigerbbs.com/29f098670be769d7be9044c7232b20f7\" tg-width=\"865\" tg-height=\"375\" referrerpolicy=\"no-referrer\"/><b>四季度业绩有哪些看点?</b></p><p><b>1、产能主导四季度业绩</b></p><p>四季度,全球还在受芯片短缺的困扰,台积电基本处于产能爆满的状态。因此,四季度的营收基本上是由产能主导,稳稳的增长是可以预期的,</p><p>此前台积电管理层给出的四季度营收预测为154-157亿美元,根据公司披露,去年12月总共取得1553.82亿新台币的净营收,较11月环比增长71亿,这也意味着台积电去年四季度整体营收达到4382亿新台币(约合158.6亿美元)。这个数字也要高于公司此前给出的154-157亿美元指引,以及分析师4362亿新台币的一致预期。</p><p>由于智能手机和高性能计算机芯片需求强劲,台积电最先进的 5 nm制程出货量预计大幅增长。 强劲的销售额促进了产能充分利用,预计将推动第四季度毛利率将达到52%,营业利润将提升14.6%至1,800亿新台币。</p><p><b>2、定价策略将是四季度业绩发布会重点</b></p><p>四季度的财报分析师电话会议将在1月13日下午举行。CEO魏哲家、CFO黄仁昭等多位台积电高管预计将出席财报分析师电话会议,介绍四季度的情况并回答分析师提出的问题。</p><p>除了 4纳米和 3纳米产能建设进展外,台积电的定价策略或将成为第四季度业绩发布会的关注重点。由于对芯片需求的剧增,台积电产能扩充与开发较往年相比可以说是“五倍速”前进。为了确保产能的提升,相关的支出也大幅增加,尤其是在先进制程方面。</p><p>此前台积电正式提出2nm以及后续1nm的工厂扩建计划,预计总投资金额将高达8000亿至1万亿新台币(约1840-2300亿元),占地近100万平方米。</p><p>台积电重金投资,再度宣示其制程技术领先,但庞大的投资额背后也面临着巨额的折旧费用,台积电将提高成熟制程的价格来维持利润率以及支持未来扩张。</p><p><b>3、四季度营收超预期</b></p><p>目前,台积电已经分别披露了四季度三个月的月度营收情况,从已公布的数据来看,台积电四季度的营收已经超过了此前管理层给出的预期。</p><p><b>2021年10月台积电的营收为1345.39亿新台币,折合约48.72亿美元;11月营收环比上涨10.2%,达到1482.68亿新台币,折合约53.69亿美元,较2020年11月同比上涨18.7%;12月营收1553.8亿台币,折合约56.27亿美元。</b></p><p>以此计算,四季度三个月共营收约158.6亿美元。最新的营收数据也意味着台积电营收数字连续第六个季度创历史新高,这个事实本身并不令人意外。疫情发生后的电子产品需求爆发,以及<a href=\"https://laohu8.com/S/AAPL\">苹果</a>等公司对先进制程的追求,也令全球最大芯片制造厂始终处于产能供不应求的状态,大手笔的投资扩产也需要2-3年才能见到成效。</p><p>火爆的供需关系也令投行对台积电今年的业绩前景和“钱景”极为乐观。<a href=\"https://laohu8.com/S/GS\">高盛</a>在本月初的一份报告中表示,在价格上涨以及高性能计算/5G升级周期等一些因素的支持下,台积电2022年的营收增速将达到26%。根据周一的公告,2021年公司总共实现净营收1.58万亿新台币,同比增加18.5%。</p><p>高盛也将台积电台股的目标价从1028新台币提升至1035新台币。</p><p><b>分析师预测</b></p><p>根据彭博一致预期,台积电2021年第四季度营收预计为4368.16亿台币;调整后净利润为1624.03亿台币;调整后EPS为31.24台币。</p><p>彭博调查的12位分析师中,8位给予台积电买入评级,4位给出持有评级,目标价143.01美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"TSM":"台积电"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150455325","content_text":"1月10日消息,半导体巨头台积电将于1月13日美股盘前发布2021年第四季度的财报。实际上,台积电的业绩一直很稳,投资者无需过分担忧。由于四季度全球芯片短缺,智能手机和高性能计算机芯片需求强劲,台积电营收连续六季创历史新高。此前,台积电已分别披露10月、11月、12月的月度收入状况,其中,10月营收1345.39亿台币(约合48.72亿美元);11月营收1482.68亿台币(约合53.69亿美元),同比增长18.7%;12月营收1553.8亿台币(约合56.27亿美元)。三季度业绩回顾回顾三季度,汽车、智能手机对芯片的需求强劲,由此带动台积电等代工芯片制造商的订单量激增,但芯片供应极度短缺,两大利好推动台积电三季报业绩超过分析师平均预期。Q3营收达到了148.8亿美元,环比增长11.9%,比去年第三季度高出27.4亿美元,同比增长22.6%。三季度净利润再次超过50亿达到56.14亿美元,同比增长20%;第三季度毛利润率51.3%,营业利润率41.2%,净利润率37.7%,好于预期。其中7nm及5nm受到智能手机及高效能运算需求驱动,两者营收合计已超越台积电整体过半比重,且处于持续增长中。5纳米是台积电营收的重要来源。根据台积电第三季度业绩表现,5纳米制程出货占该公司2021年第三季晶圆销售金额的18%,,与上一季度持平;7纳米制程出货占全季晶圆销售金额的34%,上一季度为31%。先进制程(7纳米及以上)的营收占比达到第三季度晶圆总营收的52%。按产品类型划分,智能手机仍然是最大的贡献者,占三季度总收入的44%,收入较上一季度增长15%;而汽车占总收入的4%,与上一季度持平。四季度业绩有哪些看点?1、产能主导四季度业绩四季度,全球还在受芯片短缺的困扰,台积电基本处于产能爆满的状态。因此,四季度的营收基本上是由产能主导,稳稳的增长是可以预期的,此前台积电管理层给出的四季度营收预测为154-157亿美元,根据公司披露,去年12月总共取得1553.82亿新台币的净营收,较11月环比增长71亿,这也意味着台积电去年四季度整体营收达到4382亿新台币(约合158.6亿美元)。这个数字也要高于公司此前给出的154-157亿美元指引,以及分析师4362亿新台币的一致预期。由于智能手机和高性能计算机芯片需求强劲,台积电最先进的 5 nm制程出货量预计大幅增长。 强劲的销售额促进了产能充分利用,预计将推动第四季度毛利率将达到52%,营业利润将提升14.6%至1,800亿新台币。2、定价策略将是四季度业绩发布会重点四季度的财报分析师电话会议将在1月13日下午举行。CEO魏哲家、CFO黄仁昭等多位台积电高管预计将出席财报分析师电话会议,介绍四季度的情况并回答分析师提出的问题。除了 4纳米和 3纳米产能建设进展外,台积电的定价策略或将成为第四季度业绩发布会的关注重点。由于对芯片需求的剧增,台积电产能扩充与开发较往年相比可以说是“五倍速”前进。为了确保产能的提升,相关的支出也大幅增加,尤其是在先进制程方面。此前台积电正式提出2nm以及后续1nm的工厂扩建计划,预计总投资金额将高达8000亿至1万亿新台币(约1840-2300亿元),占地近100万平方米。台积电重金投资,再度宣示其制程技术领先,但庞大的投资额背后也面临着巨额的折旧费用,台积电将提高成熟制程的价格来维持利润率以及支持未来扩张。3、四季度营收超预期目前,台积电已经分别披露了四季度三个月的月度营收情况,从已公布的数据来看,台积电四季度的营收已经超过了此前管理层给出的预期。2021年10月台积电的营收为1345.39亿新台币,折合约48.72亿美元;11月营收环比上涨10.2%,达到1482.68亿新台币,折合约53.69亿美元,较2020年11月同比上涨18.7%;12月营收1553.8亿台币,折合约56.27亿美元。以此计算,四季度三个月共营收约158.6亿美元。最新的营收数据也意味着台积电营收数字连续第六个季度创历史新高,这个事实本身并不令人意外。疫情发生后的电子产品需求爆发,以及苹果等公司对先进制程的追求,也令全球最大芯片制造厂始终处于产能供不应求的状态,大手笔的投资扩产也需要2-3年才能见到成效。火爆的供需关系也令投行对台积电今年的业绩前景和“钱景”极为乐观。高盛在本月初的一份报告中表示,在价格上涨以及高性能计算/5G升级周期等一些因素的支持下,台积电2022年的营收增速将达到26%。根据周一的公告,2021年公司总共实现净营收1.58万亿新台币,同比增加18.5%。高盛也将台积电台股的目标价从1028新台币提升至1035新台币。分析师预测根据彭博一致预期,台积电2021年第四季度营收预计为4368.16亿台币;调整后净利润为1624.03亿台币;调整后EPS为31.24台币。彭博调查的12位分析师中,8位给予台积电买入评级,4位给出持有评级,目标价143.01美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":329,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695237506,"gmtCreate":1641467094901,"gmtModify":1641467094901,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581753589389427","authorIdStr":"3581753589389427"},"themes":[],"htmlText":"Tencent[财迷] [强] [看涨] ","listText":"Tencent[财迷] [强] [看涨] ","text":"Tencent[财迷] [强] [看涨]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/695237506","repostId":"2201266874","repostType":2,"isVote":1,"tweetType":1,"viewCount":948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":602910023,"gmtCreate":1638955133273,"gmtModify":1638955133380,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581753589389427","authorIdStr":"3581753589389427"},"themes":[],"htmlText":"AAPL GO UP UP PLS","listText":"AAPL GO UP UP PLS","text":"AAPL GO UP UP PLS","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/602910023","repostId":"1189850079","repostType":2,"repost":{"id":"1189850079","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638954825,"share":"https://www.laohu8.com/m/news/1189850079?lang=&edition=full","pubTime":"2021-12-08 17:13","market":"us","language":"en","title":"Apple stock climbed more than 1% in premarket trading","url":"https://stock-news.laohu8.com/highlight/detail?id=1189850079","media":"Tiger Newspress","summary":"Apple stock climbed more than 1% in premarket trading on the report that Apple told suppliers to rea","content":"<p>Apple stock climbed more than 1% in premarket trading on the report that Apple told suppliers to reaccelerate their production of the iPhone for November, December and January.</p>\n<p><img src=\"https://static.tigerbbs.com/6bbd124a3954ad6191a98fd9b5a2a1c1\" tg-width=\"853\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p>\n<p>In September and October, production of the iPhone 13 range fell 20% short of previous plans, people directly involved in its supply chain told Nikkei. This was even after Apple prioritized all the necessary components for the latest flagship smartphone -- the company's most important revenue source -- at the expense of other products such as iPads and older generations such as the iPhone 12 and iPhone SE.</p>\n<p>Over the same period, the reallocation of the shared components squeezed iPad assembly even more, leading to about 50% less production volume than planned, while the production forecast for older generations of iPhones also dropped around 25%, Nikkei heard from multiple sources. The situation for iPads and older iPhones was not much improved by November.</p>\n<p>Apple was forced to scale back its total production goal for 2021, people briefed on the matter told Nikkei. At the beginning of December, the company was on course to make only about 83 million to 85 million units in the iPhone 13 range before the end of the year, falling short of the ambitious goal of up to 95 million units it had set to capture the first shopping season after Western economies reopened from COVID-19 lockdowns. Overall, despite reaccelerating production in November, Apple was still falling about 15 million units short of its aim to build 230 million iPhones in total this year, an ambitious goal set at the beginning of 2021, sources said.</p>\n<p>Apple told suppliers to reaccelerate their production of the iPhone for November, December and January, after stumbling for the past few months, sources said. Communications in the past two days indicate it hopes to get more than 5 million units closer to its original goal than it expected at the beginning of December. \"Demand for the iPhone 13 range should be able to extend until January next year, as Apple does not want to waste the opportunity to take more ground from Huawei, while Samsung and Xiaomi are suffering from chips and component mismatches,\" said a source with direct knowledge of the conversations.</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>Apple stock climbed more than 1% in premarket trading</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\">\nApple stock climbed more than 1% in premarket trading\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-08 17:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Apple stock climbed more than 1% in premarket trading on the report that Apple told suppliers to reaccelerate their production of the iPhone for November, December and January.</p>\n<p><img src=\"https://static.tigerbbs.com/6bbd124a3954ad6191a98fd9b5a2a1c1\" tg-width=\"853\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p>\n<p>In September and October, production of the iPhone 13 range fell 20% short of previous plans, people directly involved in its supply chain told Nikkei. This was even after Apple prioritized all the necessary components for the latest flagship smartphone -- the company's most important revenue source -- at the expense of other products such as iPads and older generations such as the iPhone 12 and iPhone SE.</p>\n<p>Over the same period, the reallocation of the shared components squeezed iPad assembly even more, leading to about 50% less production volume than planned, while the production forecast for older generations of iPhones also dropped around 25%, Nikkei heard from multiple sources. The situation for iPads and older iPhones was not much improved by November.</p>\n<p>Apple was forced to scale back its total production goal for 2021, people briefed on the matter told Nikkei. At the beginning of December, the company was on course to make only about 83 million to 85 million units in the iPhone 13 range before the end of the year, falling short of the ambitious goal of up to 95 million units it had set to capture the first shopping season after Western economies reopened from COVID-19 lockdowns. Overall, despite reaccelerating production in November, Apple was still falling about 15 million units short of its aim to build 230 million iPhones in total this year, an ambitious goal set at the beginning of 2021, sources said.</p>\n<p>Apple told suppliers to reaccelerate their production of the iPhone for November, December and January, after stumbling for the past few months, sources said. Communications in the past two days indicate it hopes to get more than 5 million units closer to its original goal than it expected at the beginning of December. \"Demand for the iPhone 13 range should be able to extend until January next year, as Apple does not want to waste the opportunity to take more ground from Huawei, while Samsung and Xiaomi are suffering from chips and component mismatches,\" said a source with direct knowledge of the conversations.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189850079","content_text":"Apple stock climbed more than 1% in premarket trading on the report that Apple told suppliers to reaccelerate their production of the iPhone for November, December and January.\n\nIn September and October, production of the iPhone 13 range fell 20% short of previous plans, people directly involved in its supply chain told Nikkei. This was even after Apple prioritized all the necessary components for the latest flagship smartphone -- the company's most important revenue source -- at the expense of other products such as iPads and older generations such as the iPhone 12 and iPhone SE.\nOver the same period, the reallocation of the shared components squeezed iPad assembly even more, leading to about 50% less production volume than planned, while the production forecast for older generations of iPhones also dropped around 25%, Nikkei heard from multiple sources. The situation for iPads and older iPhones was not much improved by November.\nApple was forced to scale back its total production goal for 2021, people briefed on the matter told Nikkei. At the beginning of December, the company was on course to make only about 83 million to 85 million units in the iPhone 13 range before the end of the year, falling short of the ambitious goal of up to 95 million units it had set to capture the first shopping season after Western economies reopened from COVID-19 lockdowns. Overall, despite reaccelerating production in November, Apple was still falling about 15 million units short of its aim to build 230 million iPhones in total this year, an ambitious goal set at the beginning of 2021, sources said.\nApple told suppliers to reaccelerate their production of the iPhone for November, December and January, after stumbling for the past few months, sources said. Communications in the past two days indicate it hopes to get more than 5 million units closer to its original goal than it expected at the beginning of December. \"Demand for the iPhone 13 range should be able to extend until January next year, as Apple does not want to waste the opportunity to take more ground from Huawei, while Samsung and Xiaomi are suffering from chips and component mismatches,\" said a source with direct knowledge of the conversations.","news_type":1},"isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":143744733,"gmtCreate":1625820631422,"gmtModify":1633936999415,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581753589389427","authorIdStr":"3581753589389427"},"themes":[],"htmlText":"TSMC今天就看你的表现了 加油![看涨] [强] ","listText":"TSMC今天就看你的表现了 加油![看涨] [强] ","text":"TSMC今天就看你的表现了 加油![看涨] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/143744733","repostId":"1116278502","repostType":2,"repost":{"id":"1116278502","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1625819152,"share":"https://www.laohu8.com/m/news/1116278502?lang=&edition=full","pubTime":"2021-07-09 16:25","market":"us","language":"en","title":"TSMC shares gains in premarket trading,as Second-Quarter Revenue Jumps 20% on Chip Demand.","url":"https://stock-news.laohu8.com/highlight/detail?id=1116278502","media":"Tiger Newspress","summary":"TSMC shares gains in premarket trading,as Second-Quarter Revenue Jumps 20% on Chip Demand.\n\nTaiwan S","content":"<p>TSMC shares gains in premarket trading,as Second-Quarter Revenue Jumps 20% on Chip Demand.</p>\n<p><img src=\"https://static.tigerbbs.com/0f5c760eabc1c11f08d954cc0de41289\" tg-width=\"1286\" tg-height=\"614\"></p>\n<p>Taiwan Semiconductor Manufacturing Co.reported a 20% jump in quarterly sales, as the company raced to meet demand for chips from the automotive and other industries.</p>\n<p>Sales for the quarter ended in June came in at NT$372.1 billion ($13.3 billion), in line with the average analyst estimate of NT$371.3 billion. Revenue for June was NT$148.5 billion, up 23% from a year ago.</p>\n<p>“TSMC’s better pricing power on the back of the capacity tightness should largely offset the margin pressure it is seeing from the massive capex spending. Meanwhile, TSMC’s technology/productivity breakthrough in EUV should enlarge its technology gap with peers and insure a better cost structure for leading edge technology nodes,” Citi analysts Roland Shu and Grant Chi wrote in a recent note.</p>\n<p>Earlier this week,Daimler AGandJaguar Land Roverwarned that sales will be furthercurtailedby the persistent chip shortage, with the latter saying deliveries in the second quarter will be 50% worse than initially thought.United Microelectronics Corp., a smaller rival to TSMC, said Wednesday that chip demand couldcontinueto outpace supply until 2023.</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>TSMC shares gains in premarket trading,as Second-Quarter Revenue Jumps 20% on Chip Demand.</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\">\nTSMC shares gains in premarket trading,as Second-Quarter Revenue Jumps 20% on Chip Demand.\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time\">2021-07-09 16:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>TSMC shares gains in premarket trading,as Second-Quarter Revenue Jumps 20% on Chip Demand.</p>\n<p><img src=\"https://static.tigerbbs.com/0f5c760eabc1c11f08d954cc0de41289\" tg-width=\"1286\" tg-height=\"614\"></p>\n<p>Taiwan Semiconductor Manufacturing Co.reported a 20% jump in quarterly sales, as the company raced to meet demand for chips from the automotive and other industries.</p>\n<p>Sales for the quarter ended in June came in at NT$372.1 billion ($13.3 billion), in line with the average analyst estimate of NT$371.3 billion. Revenue for June was NT$148.5 billion, up 23% from a year ago.</p>\n<p>“TSMC’s better pricing power on the back of the capacity tightness should largely offset the margin pressure it is seeing from the massive capex spending. Meanwhile, TSMC’s technology/productivity breakthrough in EUV should enlarge its technology gap with peers and insure a better cost structure for leading edge technology nodes,” Citi analysts Roland Shu and Grant Chi wrote in a recent note.</p>\n<p>Earlier this week,Daimler AGandJaguar Land Roverwarned that sales will be furthercurtailedby the persistent chip shortage, with the latter saying deliveries in the second quarter will be 50% worse than initially thought.United Microelectronics Corp., a smaller rival to TSMC, said Wednesday that chip demand couldcontinueto outpace supply until 2023.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116278502","content_text":"TSMC shares gains in premarket trading,as Second-Quarter Revenue Jumps 20% on Chip Demand.\n\nTaiwan Semiconductor Manufacturing Co.reported a 20% jump in quarterly sales, as the company raced to meet demand for chips from the automotive and other industries.\nSales for the quarter ended in June came in at NT$372.1 billion ($13.3 billion), in line with the average analyst estimate of NT$371.3 billion. Revenue for June was NT$148.5 billion, up 23% from a year ago.\n“TSMC’s better pricing power on the back of the capacity tightness should largely offset the margin pressure it is seeing from the massive capex spending. Meanwhile, TSMC’s technology/productivity breakthrough in EUV should enlarge its technology gap with peers and insure a better cost structure for leading edge technology nodes,” Citi analysts Roland Shu and Grant Chi wrote in a recent note.\nEarlier this week,Daimler AGandJaguar Land Roverwarned that sales will be furthercurtailedby the persistent chip shortage, with the latter saying deliveries in the second quarter will be 50% worse than initially thought.United Microelectronics Corp., a smaller rival to TSMC, said Wednesday that chip demand couldcontinueto outpace supply until 2023.","news_type":1},"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604659739,"gmtCreate":1639391322141,"gmtModify":1639391540562,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581753589389427","authorIdStr":"3581753589389427"},"themes":[],"htmlText":"Cybertruck!!![财迷] [看涨] ","listText":"Cybertruck!!![财迷] [看涨] ","text":"Cybertruck!!![财迷] [看涨]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604659739","repostId":"2191602753","repostType":2,"repost":{"id":"2191602753","kind":"highlight","pubTimestamp":1639531880,"share":"https://www.laohu8.com/m/news/2191602753?lang=&edition=full","pubTime":"2021-12-15 09:31","market":"us","language":"en","title":"Where is Tesla’s Cybertruck?","url":"https://stock-news.laohu8.com/highlight/detail?id=2191602753","media":"MarketWatch","summary":"Tesla has pushed back production to at least 2022 \nTesla’s Cybertruck goes camping. Elon Musk said o","content":"<p>Tesla has pushed back production to at least 2022 </p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ac92a5cad22a6b7f2daec94734e1f9ff\" tg-width=\"700\" tg-height=\"392\" width=\"100%\" height=\"auto\"><span>Tesla’s Cybertruck goes camping. Elon Musk said on Twitter that Tesla’s Cybertruck is still on its way and will launch with four electric motors driving each of its wheels independently</span></p>\n<p></p>\n<p>Though Tesla has removed most mentions of the Cybertruck electric pickup from its official website, company founder and chief evangelist Elon Musk says it is still on its way.</p>\n<p>Taking to Twitter,as he so often does, Musk innocuously replied to a post with confirmation the model will launch with four electric motors driving each of the truck’s wheels independently. A motor at each wheel and 4-wheel steering should give the truck the ability to “crab” around obstacles at low speeds, much like the GMC Hummer.</p>\n<p></p>\n<p>Musk has previously indicated that additional variants of the Cybertruck will have fewer motors, a move that would reduce costs (not to mention power). It’s unclear where that plan currently stands, though the Cybertruck has been beset with various delays.</p>\n<p></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f2c716385bd5eec142a8aa712b93621a\" tg-width=\"700\" tg-height=\"350\" width=\"100%\" height=\"auto\"><span>The Cybertruck Tesla</span></p>\n<p></p>\n<p>When the Cybertruck was unveiled, Musk claimed a single-motor version would be priced at just $39,900. However, Tesla rarely sticks with its low initial prices. A $35,000 Model 3 was briefly available for order, but the company currently charges nearly $10,000 more for its least-expensive variant.</p>\n<p>At that unveiling, Musk also claimed that the top-of-the-line Cybertruck would employ three motors rather than the 4-motor setup he confirmed on Twitter.</p>\n<p></p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6156d5a162d841d10cf5c0206d198eff\" tg-width=\"700\" tg-height=\"350\" width=\"100%\" height=\"auto\"><span>The Cybertruck</span></p>\n<p></p>\n<p>Musk did not comment on when production will begin, although the automaker has pushed back production to at least 2022 after it begins building its Model Y at its new assembly plant on the outskirts of Austin, Texas. The Cybertruck is also slated to be built in Texas. </p>\n<p></p>\n<p></p>","source":"lsy1603348471595","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>Where is Tesla’s Cybertruck?</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\">\nWhere is Tesla’s Cybertruck?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-15 09:31 GMT+8 <a href=https://www.marketwatch.com/story/where-is-the-cybertruck-11639079370?mod=home-page><strong>MarketWatch</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Tesla has pushed back production to at least 2022 \nTesla’s Cybertruck goes camping. Elon Musk said on Twitter that Tesla’s Cybertruck is still on its way and will launch with four electric motors ...</p>\n\n<a href=\"https://www.marketwatch.com/story/where-is-the-cybertruck-11639079370?mod=home-page\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4099":"汽车制造商","BK4551":"寇图资本持仓","BK4548":"巴美列捷福持仓","BK4508":"社交媒体","BK4516":"特朗普概念","BK4527":"明星科技股","BK4077":"互动媒体与服务","BK4534":"瑞士信贷持仓","BK4555":"新能源车","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","TSLA":"特斯拉"},"source_url":"https://www.marketwatch.com/story/where-is-the-cybertruck-11639079370?mod=home-page","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2191602753","content_text":"Tesla has pushed back production to at least 2022 \nTesla’s Cybertruck goes camping. Elon Musk said on Twitter that Tesla’s Cybertruck is still on its way and will launch with four electric motors driving each of its wheels independently\n\nThough Tesla has removed most mentions of the Cybertruck electric pickup from its official website, company founder and chief evangelist Elon Musk says it is still on its way.\nTaking to Twitter,as he so often does, Musk innocuously replied to a post with confirmation the model will launch with four electric motors driving each of the truck’s wheels independently. A motor at each wheel and 4-wheel steering should give the truck the ability to “crab” around obstacles at low speeds, much like the GMC Hummer.\n\nMusk has previously indicated that additional variants of the Cybertruck will have fewer motors, a move that would reduce costs (not to mention power). It’s unclear where that plan currently stands, though the Cybertruck has been beset with various delays.\n\nThe Cybertruck Tesla\n\nWhen the Cybertruck was unveiled, Musk claimed a single-motor version would be priced at just $39,900. However, Tesla rarely sticks with its low initial prices. A $35,000 Model 3 was briefly available for order, but the company currently charges nearly $10,000 more for its least-expensive variant.\nAt that unveiling, Musk also claimed that the top-of-the-line Cybertruck would employ three motors rather than the 4-motor setup he confirmed on Twitter.\n\nThe Cybertruck\n\nMusk did not comment on when production will begin, although the automaker has pushed back production to at least 2022 after it begins building its Model Y at its new assembly plant on the outskirts of Austin, Texas. The Cybertruck is also slated to be built in Texas.","news_type":1},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":112499538,"gmtCreate":1622897432324,"gmtModify":1634097008315,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581753589389427","authorIdStr":"3581753589389427"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>💪TSM","listText":"<a href=\"https://laohu8.com/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>💪TSM","text":"$Taiwan Semiconductor Manufacturing(TSM)$💪TSM","images":[{"img":"https://static.tigerbbs.com/233a0254958f37a644ec6350036508fa","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/112499538","isVote":1,"tweetType":1,"viewCount":343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":607306863,"gmtCreate":1639484280956,"gmtModify":1639484280956,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581753589389427","authorIdStr":"3581753589389427"},"themes":[],"htmlText":"Pfizer U r the hope. ","listText":"Pfizer U r the hope. ","text":"Pfizer U r the hope.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607306863","repostId":"2191937233","repostType":2,"isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":801063745,"gmtCreate":1627474172087,"gmtModify":1631884439907,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581753589389427","authorIdStr":"3581753589389427"},"themes":[],"htmlText":"哇 转亏为盈 加油 波音[看涨] [强] ","listText":"哇 转亏为盈 加油 波音[看涨] [强] ","text":"哇 转亏为盈 加油 波音[看涨] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/801063745","repostId":"1157782795","repostType":2,"repost":{"id":"1157782795","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":1627471843,"share":"https://www.laohu8.com/m/news/1157782795?lang=&edition=full","pubTime":"2021-07-28 19:30","market":"us","language":"zh","title":"波音第二季度营收170亿美元,净利润5.67亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1157782795","media":"老虎资讯综合","summary":"7月28日盘前,波音发布2021年第二季度业绩。财报显示,第二季度营收170亿美元,市场预期166.83亿美元,去年同期118.07亿美元;第二季度净利润5.67亿美元,市场预期净亏损1.51亿美元,","content":"<p>7月28日盘前,<a href=\"https://laohu8.com/S/BA\">波音</a>发布2021年第二季度业绩。财报显示,第二季度营收170亿美元,市场预期166.83亿美元,去年同期118.07亿美元;第二季度净利润5.67亿美元,市场预期净亏损1.51亿美元,去年同期净亏损23.95亿美元;第二季度每股盈利1美元,市场预期亏损0.25美元,去年同期亏损4.2美元。</p>\n<p><img src=\"https://static.tigerbbs.com/fbbf24b77cc1f7dded9a91a5b259e762\" tg-width=\"1438\" tg-height=\"609\" referrerpolicy=\"no-referrer\"></p>\n<p>波音:商业市场环境在不断改善;737机型以大约16个月的速度生产;将在2022年把737 Max的产量提高至31架/月;计划将员工数量维持在14万人左右;预计第一批波音777X飞机将在2023年底交付。</p>\n<p>公布财报后,波音盘前涨超3%。</p>\n<p><img src=\"https://static.tigerbbs.com/25380ef29bdcf194b60b14e5d71a5e04\" tg-width=\"898\" tg-height=\"894\" referrerpolicy=\"no-referrer\"></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>波音第二季度营收170亿美元,净利润5.67亿美元</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 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19:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月28日盘前,<a href=\"https://laohu8.com/S/BA\">波音</a>发布2021年第二季度业绩。财报显示,第二季度营收170亿美元,市场预期166.83亿美元,去年同期118.07亿美元;第二季度净利润5.67亿美元,市场预期净亏损1.51亿美元,去年同期净亏损23.95亿美元;第二季度每股盈利1美元,市场预期亏损0.25美元,去年同期亏损4.2美元。</p>\n<p><img src=\"https://static.tigerbbs.com/fbbf24b77cc1f7dded9a91a5b259e762\" tg-width=\"1438\" tg-height=\"609\" referrerpolicy=\"no-referrer\"></p>\n<p>波音:商业市场环境在不断改善;737机型以大约16个月的速度生产;将在2022年把737 Max的产量提高至31架/月;计划将员工数量维持在14万人左右;预计第一批波音777X飞机将在2023年底交付。</p>\n<p>公布财报后,波音盘前涨超3%。</p>\n<p><img src=\"https://static.tigerbbs.com/25380ef29bdcf194b60b14e5d71a5e04\" tg-width=\"898\" tg-height=\"894\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/02346726093e06d899a1879905b1c340","relate_stocks":{"BA":"波音"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157782795","content_text":"7月28日盘前,波音发布2021年第二季度业绩。财报显示,第二季度营收170亿美元,市场预期166.83亿美元,去年同期118.07亿美元;第二季度净利润5.67亿美元,市场预期净亏损1.51亿美元,去年同期净亏损23.95亿美元;第二季度每股盈利1美元,市场预期亏损0.25美元,去年同期亏损4.2美元。\n\n波音:商业市场环境在不断改善;737机型以大约16个月的速度生产;将在2022年把737 Max的产量提高至31架/月;计划将员工数量维持在14万人左右;预计第一批波音777X飞机将在2023年底交付。\n公布财报后,波音盘前涨超3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":125592839,"gmtCreate":1624679024021,"gmtModify":1633949673138,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581753589389427","authorIdStr":"3581753589389427"},"themes":[],"htmlText":"有智慧的人","listText":"有智慧的人","text":"有智慧的人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/125592839","repostId":"1169261469","repostType":2,"isVote":1,"tweetType":1,"viewCount":89,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693819028,"gmtCreate":1639998761381,"gmtModify":1639998800519,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581753589389427","authorIdStr":"3581753589389427"},"themes":[],"htmlText":"[晕] [晕] [晕] ","listText":"[晕] [晕] [晕] ","text":"[晕] [晕] [晕]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693819028","repostId":"1153096566","repostType":4,"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690897844,"gmtCreate":1639652626035,"gmtModify":1639652627904,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581753589389427","authorIdStr":"3581753589389427"},"themes":[],"htmlText":"Visa[财迷] [看涨] [强] ","listText":"Visa[财迷] [看涨] [强] ","text":"Visa[财迷] [看涨] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690897844","repostId":"2191912396","repostType":2,"repost":{"id":"2191912396","kind":"highlight","weMediaInfo":{"introduction":"凤凰网港股","home_visible":1,"media_name":"凤凰网港股","id":"1039806269","head_image":"https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817"},"pubTimestamp":1639647597,"share":"https://www.laohu8.com/m/news/2191912396?lang=&edition=full","pubTime":"2021-12-16 17:39","market":"hk","language":"zh","title":"Visa(V)调查:支付卡在香港的使用率达93%","url":"https://stock-news.laohu8.com/highlight/detail?id=2191912396","media":"凤凰网港股","summary":"凤凰网港股|据Visa(V)调查显示,由于香港消费者日益倾向采用电子支付,近70%受访者曾于2021年尝试无现金支付。自疫情以来,现金支付在开支中已有下跌趋势,并且随著无现金支付越来越盛行,现金交易将日渐式微。Visa针对香港、澳门消费者的偏好及新兴趋势进行了调查,显示在无现金支付的使用率方面,这两个市场的成熟水平有所不同。香港支付卡(信用卡/扣账卡)为最常用的支付方式,使用率分别高达93%。","content":"<html><body><p>凤凰网港股|据<a href=\"https://laohu8.com/S/V\">Visa</a>(V)调查显示,由于香港消费者日益倾向采用电子支付,近70%受访者曾于2021年尝试无现金支付。自疫情以来,现金支付在开支中已有下跌趋势,并且随著无现金支付越来越盛行,现金交易将日渐式微。</p><p>Visa针对香港、澳门消费者的偏好及新兴趋势进行了调查,显示在无现金支付的使用率方面,这两个市场的成熟水平有所不同。香港支付卡(信用卡/扣账卡)为最常用的支付方式,使用率分别高达93%。</p></body></html>","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>Visa(V)调查:支付卡在香港的使用率达93%</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\">\nVisa(V)调查:支付卡在香港的使用率达93%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039806269\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">凤凰网港股 </p>\n<p class=\"h-time\">2021-12-16 17:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>凤凰网港股|据<a href=\"https://laohu8.com/S/V\">Visa</a>(V)调查显示,由于香港消费者日益倾向采用电子支付,近70%受访者曾于2021年尝试无现金支付。自疫情以来,现金支付在开支中已有下跌趋势,并且随著无现金支付越来越盛行,现金交易将日渐式微。</p><p>Visa针对香港、澳门消费者的偏好及新兴趋势进行了调查,显示在无现金支付的使用率方面,这两个市场的成熟水平有所不同。香港支付卡(信用卡/扣账卡)为最常用的支付方式,使用率分别高达93%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0ab00f49d2515ea77cf502014070887d","relate_stocks":{"BK4535":"淡马锡持仓","BK4527":"明星科技股","BK4559":"巴菲特持仓","BK4534":"瑞士信贷持仓","V":"Visa","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4106":"数据处理与外包服务"},"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=e9051e0163b66935af5fd810997de638","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2191912396","content_text":"凤凰网港股|据Visa(V)调查显示,由于香港消费者日益倾向采用电子支付,近70%受访者曾于2021年尝试无现金支付。自疫情以来,现金支付在开支中已有下跌趋势,并且随著无现金支付越来越盛行,现金交易将日渐式微。Visa针对香港、澳门消费者的偏好及新兴趋势进行了调查,显示在无现金支付的使用率方面,这两个市场的成熟水平有所不同。香港支付卡(信用卡/扣账卡)为最常用的支付方式,使用率分别高达93%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601486901,"gmtCreate":1638547297451,"gmtModify":1638547297563,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581753589389427","authorIdStr":"3581753589389427"},"themes":[],"htmlText":"SE n Grab[疑问] ","listText":"SE n Grab[疑问] ","text":"SE n Grab[疑问]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601486901","repostId":"1135581145","repostType":2,"repost":{"id":"1135581145","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638544438,"share":"https://www.laohu8.com/m/news/1135581145?lang=&edition=full","pubTime":"2021-12-03 23:13","market":"us","language":"en","title":"Sea Ltd stock dropped 6% while Grab rallied nearly 3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1135581145","media":"Tiger Newspress","summary":"Sea Ltd stock dropped 6% while Grab rallied nearly 3% in morning trading.","content":"<p>Sea Ltd stock dropped 6% while Grab rallied nearly 3% in morning trading.</p>\n<p><img src=\"https://static.tigerbbs.com/3f6e1cc599c71ab4b3f021f3f08854e7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ad938b19362172c4e42e41557bb259b3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></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>Sea Ltd stock dropped 6% while Grab rallied nearly 3%</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\">\nSea Ltd stock dropped 6% while Grab rallied nearly 3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time\">2021-12-03 23:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Sea Ltd stock dropped 6% while Grab rallied nearly 3% in morning trading.</p>\n<p><img src=\"https://static.tigerbbs.com/3f6e1cc599c71ab4b3f021f3f08854e7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ad938b19362172c4e42e41557bb259b3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings","SE":"Sea Ltd"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135581145","content_text":"Sea Ltd stock dropped 6% while Grab rallied nearly 3% in morning trading.","news_type":1},"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876180155,"gmtCreate":1637281772709,"gmtModify":1637281772709,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581753589389427","authorIdStr":"3581753589389427"},"themes":[],"htmlText":"AAPL[财迷] ","listText":"AAPL[财迷] ","text":"AAPL[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/876180155","repostId":"1113076388","repostType":4,"repost":{"id":"1113076388","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":1637279525,"share":"https://www.laohu8.com/m/news/1113076388?lang=&edition=full","pubTime":"2021-11-19 07:52","market":"us","language":"zh","title":"昨夜今晨:英伟达领涨科技股!苹果市值再登顶","url":"https://stock-news.laohu8.com/highlight/detail?id=1113076388","media":"老虎资讯综合","summary":"摘要:①美股周四涨跌不一,道指跌0.17%,标普500涨0.34%,纳指涨0.45%;②热门中概股周四收盘大多走低,哔哩哔哩跌超17%,阿里巴巴跌超11%;③周四黄金期货收跌0.5%。\n\n海外市场\n1","content":"<blockquote>\n 摘要:①美股周四涨跌不一,道指跌0.17%,标普500涨0.34%,纳指涨0.45%;②热门中概股周四收盘大多走低,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超17%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超11%;③周四黄金期货收跌0.5%。\n</blockquote>\n<p>海外市场</p>\n<p>1、纳指涨0.45%!<a href=\"https://laohu8.com/S/AAPL\">苹果</a>重回全球市值第一</p>\n<p>美股三大指数收盘涨跌不一,道指跌0.17%,标普500指数涨0.34%,纳指涨0.45%。</p>\n<p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>涨超8%创历史新高。消息称苹果公司在推进其电动汽车的开发项目上有了重大突破,并将研发重点转向全自动驾驶技术。苹果股价收涨2.85%至每股157.87美元,市值达到25900亿美元,重回全球第一的宝座。</p>\n<p>公布财报的个股中,英伟达收涨逾8%,创收盘新高;梅西百货(M)收涨逾21%;Kohl’s(KSS)涨超10%;三季度收入和利润均优于预期的BJ’s Wholesale(BJ)涨近20%;三季度营收高于预期的Bath and Body Works(BBWI)涨超5%;季度营业利润高于预期的维多利亚的秘密(VSCO)涨14.8%;思科收跌5.5%,领跌道指成份股;虽然季度收入高于预期但毛利同比下降的Petco(WOOF)跌超13%。</p>\n<p>2、热门中概股周四收盘大多走低 哔哩哔哩跌超17%</p>\n<p>热门中概股重挫,<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>、哔哩哔哩跌超17%,阿里巴巴跌超11%,<a href=\"https://laohu8.com/S/GOTU\">高途</a>跌超6%,<a href=\"https://laohu8.com/S/EDU\">新东方</a>、<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌超5%,<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌超4%。</p>\n<p>新能源汽车股中,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车跌超3%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超2%。</p>\n<p>3、欧股主要指数全线收跌 <a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌0.49%</p>\n<p>周四欧股收盘主要指数普跌,德国DAX指数跌0.1%,法国CAC40指数跌0.21%,英国<a href=\"https://laohu8.com/S/.100.UK\">富时100指数</a>跌0.47%,欧洲斯托克50指数跌0.32%。</p>\n<p>4、周四美国WTI原油期货收高0.8% 布伦特原油收高1.2%</p>\n<p>拜登政府要求印度和日本等亚洲国家释放战略原油储备,以协调努力压低原油价格。但最终,纽约商品交易所12月交割的西德州中质原油(WTI)期货价格上涨65美分,涨幅0.8%,收于每桶79.01美元,盘中最低为77.08美元。12月WTI期货将在周五收盘后到期。</p>\n<p>作为全球原油价格基准的<a href=\"https://laohu8.com/S/ICE\">洲际交易所</a>1月布伦特原油期货价格上涨96美分,涨幅1.2%,收于每桶81.24美元。</p>\n<p>5、周四黄金期货收跌0.5%</p>\n<p>有分析师表示:“过去几周黄金价格一直在连续上涨,交易者获利了结是很自然的。”</p>\n<p>最终,纽约商品交易所12月交割的黄金期货价格下跌8.80美元,跌幅0.5%,收于每盎司1861.40美元。周三黄金期货价格上涨0.9%,创6月11日以来的最高收盘价。</p>\n<p>国际宏观</p>\n<p>1、美国上周初请失业金人数为26.8万人 连续6周减少后首次增加</p>\n<p>美国劳工部周四公布的数据显示,美国至11月13日当周初请失业金人数为26.8万人,为连续6周减少后首次增加。前值为26.7万人,预期26万人。</p>\n<p>美国至11月6日当周续请失业金人数为208万人,前值为216万人,预期212万人。这也是2020年3月14日以来疫情时期的最低水平。</p>\n<p>2、美联储埃文斯:加息时间取决于通胀</p>\n<p>芝加哥联储主席埃文斯称,9月份美联储的经济预测有点过时。明年可能开始加息,加息也可能在2023年开始,这将取决于通货膨胀。他认为,认为2022年加息的必要性并不明显,但这可能是合适的情况。</p>\n<p>3、美学者呼吁美联储加快缩减购债以应对通胀</p>\n<p>美国哈佛大学教授、白宫经济顾问委员会前主席贾森·弗曼17日呼吁美联储加快缩减资产购买规模的速度,到明年3月提前结束资产购买计划,以应对美国高通胀压力。</p>\n<p>4、美国通胀大潮波及网上购物 曾经的折扣天堂也难以幸免</p>\n<p>随着美国经济从疫情中复苏,曾经是折扣和便宜商品天堂的电子商务却已成为稳定的通胀来源。</p>\n<p>根据软件公司<a href=\"https://laohu8.com/S/ADBE\">Adobe</a> Inc.的数据,10月在线物价同比上涨1.9%,环比上涨0.9%。这是Adobe数字物价指数连续第17个月上涨,此前则连跌超过六年。</p>\n<p>5、比尔·盖茨:明年新冠肺炎死亡率和感染率将低于流感</p>\n<p>据报道,<a href=\"https://laohu8.com/S/MSFT\">微软</a>联合创始人比尔·盖茨称,在不出现新变种的前提下,到明年年中,新冠肺炎导致的死亡率和感染率可能会降至低于流感的水平。</p>\n<p>6、土耳其央行降息100个基点,将评估在12月结束降息</p>\n<p>土耳其央行如期将基准回购利率下调100个基点至15%,同时称将评估在12月结束降息。周四美元兑土耳其里拉一度触及11关口,续刷历史新高。土耳其里拉一个月隐含波动率达28.5%,为4月初央行降息以来最高水平。</p>\n<p>公司新闻</p>\n<p>1、苹果据称在汽车上取得重大突破 研发重点瞄向全自动驾驶</p>\n<p>知情人士告诉彭博社,科技巨头苹果公司在推进其电动汽车的开发项目上有了重大突破,并将研发重点转向全自动驾驶技术。截止收盘,苹果公司股价涨2.85%至每股157.85美元,市值达到2.59万亿美元,重回全球第一的宝座。</p>\n<p>2、<a href=\"https://laohu8.com/NW/2184891245\" target=\"_blank\">最靠谱的电动车都有谁?权威的消费者报告来了</a></p>\n<p>电动车市场的浪潮真是一浪接一浪。先是市场为<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>市值超千亿疯狂,又有马斯克抛售特斯拉瞬间将其在11月4日所创历史高位回落21.3%,市值跌破1万亿美元;然后又有电动皮卡“特斯拉后浪”Rivian迎来重磅IPO,市值相继超越福特、通用和大众,一举成为世界第三大汽车制造商之后遭遇投资者获利了结,连续两日狂跌回吐此前连续涨幅。</p>\n<p>3、<a href=\"https://laohu8.com/NW/1167206707\" target=\"_blank\">阿里巴巴第二季度营收2006.9亿元 同比增长29%</a></p>\n<p>11月18日,阿里巴巴集团发布2022财年第二季度财报。财报显示,阿里巴巴第二季度营收2006.9亿元,同比增长29%,第二季度调整后净利润285.2亿元,同比下降39%。</p>\n<p>4、<a href=\"https://laohu8.com/NW/1133950613\" target=\"_blank\">京东第三季度营收2187亿元 同比增长25.5%</a></p>\n<p>11月18日,京东集团发布了2021年第三季度业绩。第三季度净收入为2187亿元,同比增长25.5%。</p>\n<p>5、<a href=\"https://laohu8.com/NW/2184454865\" target=\"_blank\">马斯克:SpaceX有望在2022年1月进行星际飞船首次轨道试飞</a></p>\n<p>11月18日消息,当地时间周三,美国太空探索技术公司SpaceX首席执行官埃隆·马斯克(Elon Musk)表示,该公司有望于2022年1月份对其星际飞船原型进行首次轨道飞行测试,具体情况取决于测试和监管部门的批准。</p>\n<p>6、<a href=\"https://laohu8.com/NW/2184894209\" target=\"_blank\">沙拉连锁店Sweetgreen上市首日暴涨76%!市值达53亿美元</a></p>\n<p>美东时间11月18日周四,美国健康快餐连锁店SweetGreen(NYSE: SG)美国IPO首日开盘上涨逾85.7%,报52.00美元,此前给出的IPO发行价为每股28.00美元,高于其市场宣传的每股23至25美元的范围。据悉,Sweetgreen本次IPO出售了1300万股,筹集了3.64亿美元。</p>\n<p>7、<a href=\"https://laohu8.com/NW/2184894537\" target=\"_blank\">家族继续掌权!普拉达CEO称将在三年内让儿子接班</a></p>\n<p><a href=\"https://laohu8.com/S/01913\">普拉达</a>首席执行官Patrizio Bertelli计划在未来三年内让他的儿子Lorenzo掌管这家意大利时尚公司。<b>接班计划表明普拉达打算让公司的控制权握在家族手中。</b></p>\n<p>8、<a href=\"https://laohu8.com/NW/2184899599\" target=\"_blank\">英伟达收购Arm再遇新阻力:美国监管也插手了</a></p>\n<p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>收购Arm再遇新阻力,美国监管机构对这项交易提出了潜在的反对意见。英伟达周三美股盘后公布财报时,披露了这一交易新障碍,<b>称美国联邦贸易委员会(FTC)已经“表达了对英伟达与Arm交易的担忧”,英伟达称其正在与FTC讨论,采取措施解除FTC的顾虑。英伟达没有透露是什么引发了美国监管的反对,或者它提供了哪些让步。</b></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:英伟达领涨科技股!苹果市值再登顶</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昨夜今晨:英伟达领涨科技股!苹果市值再登顶\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\">2021-11-19 07:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n 摘要:①美股周四涨跌不一,道指跌0.17%,标普500涨0.34%,纳指涨0.45%;②热门中概股周四收盘大多走低,<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>跌超17%,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>跌超11%;③周四黄金期货收跌0.5%。\n</blockquote>\n<p>海外市场</p>\n<p>1、纳指涨0.45%!<a href=\"https://laohu8.com/S/AAPL\">苹果</a>重回全球市值第一</p>\n<p>美股三大指数收盘涨跌不一,道指跌0.17%,标普500指数涨0.34%,纳指涨0.45%。</p>\n<p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>涨超8%创历史新高。消息称苹果公司在推进其电动汽车的开发项目上有了重大突破,并将研发重点转向全自动驾驶技术。苹果股价收涨2.85%至每股157.87美元,市值达到25900亿美元,重回全球第一的宝座。</p>\n<p>公布财报的个股中,英伟达收涨逾8%,创收盘新高;梅西百货(M)收涨逾21%;Kohl’s(KSS)涨超10%;三季度收入和利润均优于预期的BJ’s Wholesale(BJ)涨近20%;三季度营收高于预期的Bath and Body Works(BBWI)涨超5%;季度营业利润高于预期的维多利亚的秘密(VSCO)涨14.8%;思科收跌5.5%,领跌道指成份股;虽然季度收入高于预期但毛利同比下降的Petco(WOOF)跌超13%。</p>\n<p>2、热门中概股周四收盘大多走低 哔哩哔哩跌超17%</p>\n<p>热门中概股重挫,<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>、哔哩哔哩跌超17%,阿里巴巴跌超11%,<a href=\"https://laohu8.com/S/GOTU\">高途</a>跌超6%,<a href=\"https://laohu8.com/S/EDU\">新东方</a>、<a href=\"https://laohu8.com/S/HUYA\">虎牙</a>、<a href=\"https://laohu8.com/S/PDD\">拼多多</a>跌超5%,<a href=\"https://laohu8.com/S/BIDU\">百度</a>跌超4%。</p>\n<p>新能源汽车股中,<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车跌超3%,<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超2%。</p>\n<p>3、欧股主要指数全线收跌 <a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌0.49%</p>\n<p>周四欧股收盘主要指数普跌,德国DAX指数跌0.1%,法国CAC40指数跌0.21%,英国<a href=\"https://laohu8.com/S/.100.UK\">富时100指数</a>跌0.47%,欧洲斯托克50指数跌0.32%。</p>\n<p>4、周四美国WTI原油期货收高0.8% 布伦特原油收高1.2%</p>\n<p>拜登政府要求印度和日本等亚洲国家释放战略原油储备,以协调努力压低原油价格。但最终,纽约商品交易所12月交割的西德州中质原油(WTI)期货价格上涨65美分,涨幅0.8%,收于每桶79.01美元,盘中最低为77.08美元。12月WTI期货将在周五收盘后到期。</p>\n<p>作为全球原油价格基准的<a href=\"https://laohu8.com/S/ICE\">洲际交易所</a>1月布伦特原油期货价格上涨96美分,涨幅1.2%,收于每桶81.24美元。</p>\n<p>5、周四黄金期货收跌0.5%</p>\n<p>有分析师表示:“过去几周黄金价格一直在连续上涨,交易者获利了结是很自然的。”</p>\n<p>最终,纽约商品交易所12月交割的黄金期货价格下跌8.80美元,跌幅0.5%,收于每盎司1861.40美元。周三黄金期货价格上涨0.9%,创6月11日以来的最高收盘价。</p>\n<p>国际宏观</p>\n<p>1、美国上周初请失业金人数为26.8万人 连续6周减少后首次增加</p>\n<p>美国劳工部周四公布的数据显示,美国至11月13日当周初请失业金人数为26.8万人,为连续6周减少后首次增加。前值为26.7万人,预期26万人。</p>\n<p>美国至11月6日当周续请失业金人数为208万人,前值为216万人,预期212万人。这也是2020年3月14日以来疫情时期的最低水平。</p>\n<p>2、美联储埃文斯:加息时间取决于通胀</p>\n<p>芝加哥联储主席埃文斯称,9月份美联储的经济预测有点过时。明年可能开始加息,加息也可能在2023年开始,这将取决于通货膨胀。他认为,认为2022年加息的必要性并不明显,但这可能是合适的情况。</p>\n<p>3、美学者呼吁美联储加快缩减购债以应对通胀</p>\n<p>美国哈佛大学教授、白宫经济顾问委员会前主席贾森·弗曼17日呼吁美联储加快缩减资产购买规模的速度,到明年3月提前结束资产购买计划,以应对美国高通胀压力。</p>\n<p>4、美国通胀大潮波及网上购物 曾经的折扣天堂也难以幸免</p>\n<p>随着美国经济从疫情中复苏,曾经是折扣和便宜商品天堂的电子商务却已成为稳定的通胀来源。</p>\n<p>根据软件公司<a href=\"https://laohu8.com/S/ADBE\">Adobe</a> Inc.的数据,10月在线物价同比上涨1.9%,环比上涨0.9%。这是Adobe数字物价指数连续第17个月上涨,此前则连跌超过六年。</p>\n<p>5、比尔·盖茨:明年新冠肺炎死亡率和感染率将低于流感</p>\n<p>据报道,<a href=\"https://laohu8.com/S/MSFT\">微软</a>联合创始人比尔·盖茨称,在不出现新变种的前提下,到明年年中,新冠肺炎导致的死亡率和感染率可能会降至低于流感的水平。</p>\n<p>6、土耳其央行降息100个基点,将评估在12月结束降息</p>\n<p>土耳其央行如期将基准回购利率下调100个基点至15%,同时称将评估在12月结束降息。周四美元兑土耳其里拉一度触及11关口,续刷历史新高。土耳其里拉一个月隐含波动率达28.5%,为4月初央行降息以来最高水平。</p>\n<p>公司新闻</p>\n<p>1、苹果据称在汽车上取得重大突破 研发重点瞄向全自动驾驶</p>\n<p>知情人士告诉彭博社,科技巨头苹果公司在推进其电动汽车的开发项目上有了重大突破,并将研发重点转向全自动驾驶技术。截止收盘,苹果公司股价涨2.85%至每股157.85美元,市值达到2.59万亿美元,重回全球第一的宝座。</p>\n<p>2、<a href=\"https://laohu8.com/NW/2184891245\" target=\"_blank\">最靠谱的电动车都有谁?权威的消费者报告来了</a></p>\n<p>电动车市场的浪潮真是一浪接一浪。先是市场为<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>市值超千亿疯狂,又有马斯克抛售特斯拉瞬间将其在11月4日所创历史高位回落21.3%,市值跌破1万亿美元;然后又有电动皮卡“特斯拉后浪”Rivian迎来重磅IPO,市值相继超越福特、通用和大众,一举成为世界第三大汽车制造商之后遭遇投资者获利了结,连续两日狂跌回吐此前连续涨幅。</p>\n<p>3、<a href=\"https://laohu8.com/NW/1167206707\" target=\"_blank\">阿里巴巴第二季度营收2006.9亿元 同比增长29%</a></p>\n<p>11月18日,阿里巴巴集团发布2022财年第二季度财报。财报显示,阿里巴巴第二季度营收2006.9亿元,同比增长29%,第二季度调整后净利润285.2亿元,同比下降39%。</p>\n<p>4、<a href=\"https://laohu8.com/NW/1133950613\" target=\"_blank\">京东第三季度营收2187亿元 同比增长25.5%</a></p>\n<p>11月18日,京东集团发布了2021年第三季度业绩。第三季度净收入为2187亿元,同比增长25.5%。</p>\n<p>5、<a href=\"https://laohu8.com/NW/2184454865\" target=\"_blank\">马斯克:SpaceX有望在2022年1月进行星际飞船首次轨道试飞</a></p>\n<p>11月18日消息,当地时间周三,美国太空探索技术公司SpaceX首席执行官埃隆·马斯克(Elon Musk)表示,该公司有望于2022年1月份对其星际飞船原型进行首次轨道飞行测试,具体情况取决于测试和监管部门的批准。</p>\n<p>6、<a href=\"https://laohu8.com/NW/2184894209\" target=\"_blank\">沙拉连锁店Sweetgreen上市首日暴涨76%!市值达53亿美元</a></p>\n<p>美东时间11月18日周四,美国健康快餐连锁店SweetGreen(NYSE: SG)美国IPO首日开盘上涨逾85.7%,报52.00美元,此前给出的IPO发行价为每股28.00美元,高于其市场宣传的每股23至25美元的范围。据悉,Sweetgreen本次IPO出售了1300万股,筹集了3.64亿美元。</p>\n<p>7、<a href=\"https://laohu8.com/NW/2184894537\" target=\"_blank\">家族继续掌权!普拉达CEO称将在三年内让儿子接班</a></p>\n<p><a href=\"https://laohu8.com/S/01913\">普拉达</a>首席执行官Patrizio Bertelli计划在未来三年内让他的儿子Lorenzo掌管这家意大利时尚公司。<b>接班计划表明普拉达打算让公司的控制权握在家族手中。</b></p>\n<p>8、<a href=\"https://laohu8.com/NW/2184899599\" target=\"_blank\">英伟达收购Arm再遇新阻力:美国监管也插手了</a></p>\n<p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>收购Arm再遇新阻力,美国监管机构对这项交易提出了潜在的反对意见。英伟达周三美股盘后公布财报时,披露了这一交易新障碍,<b>称美国联邦贸易委员会(FTC)已经“表达了对英伟达与Arm交易的担忧”,英伟达称其正在与FTC讨论,采取措施解除FTC的顾虑。英伟达没有透露是什么引发了美国监管的反对,或者它提供了哪些让步。</b></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b23574aac95526c9e5c62ebc8dd25130","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF",".DJI":"道琼斯","DUST":"二倍做空黄金矿业指数ETF-Direxion",".SPX":"S&P 500 Index","GDX":"黄金矿业ETF-VanEck","TTTN":"老虎中美互联网巨头ETF","NUGT":"二倍做多黄金矿业指数ETF-Direxion",".IXIC":"NASDAQ Composite","QNETCN":"纳斯达克中美互联网老虎指数","GLD":"SPDR黄金ETF","IAU":"黄金信托ETF(iShares)"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113076388","content_text":"摘要:①美股周四涨跌不一,道指跌0.17%,标普500涨0.34%,纳指涨0.45%;②热门中概股周四收盘大多走低,哔哩哔哩跌超17%,阿里巴巴跌超11%;③周四黄金期货收跌0.5%。\n\n海外市场\n1、纳指涨0.45%!苹果重回全球市值第一\n美股三大指数收盘涨跌不一,道指跌0.17%,标普500指数涨0.34%,纳指涨0.45%。\n英伟达涨超8%创历史新高。消息称苹果公司在推进其电动汽车的开发项目上有了重大突破,并将研发重点转向全自动驾驶技术。苹果股价收涨2.85%至每股157.87美元,市值达到25900亿美元,重回全球第一的宝座。\n公布财报的个股中,英伟达收涨逾8%,创收盘新高;梅西百货(M)收涨逾21%;Kohl’s(KSS)涨超10%;三季度收入和利润均优于预期的BJ’s Wholesale(BJ)涨近20%;三季度营收高于预期的Bath and Body Works(BBWI)涨超5%;季度营业利润高于预期的维多利亚的秘密(VSCO)涨14.8%;思科收跌5.5%,领跌道指成份股;虽然季度收入高于预期但毛利同比下降的Petco(WOOF)跌超13%。\n2、热门中概股周四收盘大多走低 哔哩哔哩跌超17%\n热门中概股重挫,唯品会、哔哩哔哩跌超17%,阿里巴巴跌超11%,高途跌超6%,新东方、虎牙、拼多多跌超5%,百度跌超4%。\n新能源汽车股中,理想汽车、蔚来汽车跌超3%,小鹏汽车跌超2%。\n3、欧股主要指数全线收跌 英国富时100指数跌0.49%\n周四欧股收盘主要指数普跌,德国DAX指数跌0.1%,法国CAC40指数跌0.21%,英国富时100指数跌0.47%,欧洲斯托克50指数跌0.32%。\n4、周四美国WTI原油期货收高0.8% 布伦特原油收高1.2%\n拜登政府要求印度和日本等亚洲国家释放战略原油储备,以协调努力压低原油价格。但最终,纽约商品交易所12月交割的西德州中质原油(WTI)期货价格上涨65美分,涨幅0.8%,收于每桶79.01美元,盘中最低为77.08美元。12月WTI期货将在周五收盘后到期。\n作为全球原油价格基准的洲际交易所1月布伦特原油期货价格上涨96美分,涨幅1.2%,收于每桶81.24美元。\n5、周四黄金期货收跌0.5%\n有分析师表示:“过去几周黄金价格一直在连续上涨,交易者获利了结是很自然的。”\n最终,纽约商品交易所12月交割的黄金期货价格下跌8.80美元,跌幅0.5%,收于每盎司1861.40美元。周三黄金期货价格上涨0.9%,创6月11日以来的最高收盘价。\n国际宏观\n1、美国上周初请失业金人数为26.8万人 连续6周减少后首次增加\n美国劳工部周四公布的数据显示,美国至11月13日当周初请失业金人数为26.8万人,为连续6周减少后首次增加。前值为26.7万人,预期26万人。\n美国至11月6日当周续请失业金人数为208万人,前值为216万人,预期212万人。这也是2020年3月14日以来疫情时期的最低水平。\n2、美联储埃文斯:加息时间取决于通胀\n芝加哥联储主席埃文斯称,9月份美联储的经济预测有点过时。明年可能开始加息,加息也可能在2023年开始,这将取决于通货膨胀。他认为,认为2022年加息的必要性并不明显,但这可能是合适的情况。\n3、美学者呼吁美联储加快缩减购债以应对通胀\n美国哈佛大学教授、白宫经济顾问委员会前主席贾森·弗曼17日呼吁美联储加快缩减资产购买规模的速度,到明年3月提前结束资产购买计划,以应对美国高通胀压力。\n4、美国通胀大潮波及网上购物 曾经的折扣天堂也难以幸免\n随着美国经济从疫情中复苏,曾经是折扣和便宜商品天堂的电子商务却已成为稳定的通胀来源。\n根据软件公司Adobe Inc.的数据,10月在线物价同比上涨1.9%,环比上涨0.9%。这是Adobe数字物价指数连续第17个月上涨,此前则连跌超过六年。\n5、比尔·盖茨:明年新冠肺炎死亡率和感染率将低于流感\n据报道,微软联合创始人比尔·盖茨称,在不出现新变种的前提下,到明年年中,新冠肺炎导致的死亡率和感染率可能会降至低于流感的水平。\n6、土耳其央行降息100个基点,将评估在12月结束降息\n土耳其央行如期将基准回购利率下调100个基点至15%,同时称将评估在12月结束降息。周四美元兑土耳其里拉一度触及11关口,续刷历史新高。土耳其里拉一个月隐含波动率达28.5%,为4月初央行降息以来最高水平。\n公司新闻\n1、苹果据称在汽车上取得重大突破 研发重点瞄向全自动驾驶\n知情人士告诉彭博社,科技巨头苹果公司在推进其电动汽车的开发项目上有了重大突破,并将研发重点转向全自动驾驶技术。截止收盘,苹果公司股价涨2.85%至每股157.85美元,市值达到2.59万亿美元,重回全球第一的宝座。\n2、最靠谱的电动车都有谁?权威的消费者报告来了\n电动车市场的浪潮真是一浪接一浪。先是市场为特斯拉市值超千亿疯狂,又有马斯克抛售特斯拉瞬间将其在11月4日所创历史高位回落21.3%,市值跌破1万亿美元;然后又有电动皮卡“特斯拉后浪”Rivian迎来重磅IPO,市值相继超越福特、通用和大众,一举成为世界第三大汽车制造商之后遭遇投资者获利了结,连续两日狂跌回吐此前连续涨幅。\n3、阿里巴巴第二季度营收2006.9亿元 同比增长29%\n11月18日,阿里巴巴集团发布2022财年第二季度财报。财报显示,阿里巴巴第二季度营收2006.9亿元,同比增长29%,第二季度调整后净利润285.2亿元,同比下降39%。\n4、京东第三季度营收2187亿元 同比增长25.5%\n11月18日,京东集团发布了2021年第三季度业绩。第三季度净收入为2187亿元,同比增长25.5%。\n5、马斯克:SpaceX有望在2022年1月进行星际飞船首次轨道试飞\n11月18日消息,当地时间周三,美国太空探索技术公司SpaceX首席执行官埃隆·马斯克(Elon Musk)表示,该公司有望于2022年1月份对其星际飞船原型进行首次轨道飞行测试,具体情况取决于测试和监管部门的批准。\n6、沙拉连锁店Sweetgreen上市首日暴涨76%!市值达53亿美元\n美东时间11月18日周四,美国健康快餐连锁店SweetGreen(NYSE: SG)美国IPO首日开盘上涨逾85.7%,报52.00美元,此前给出的IPO发行价为每股28.00美元,高于其市场宣传的每股23至25美元的范围。据悉,Sweetgreen本次IPO出售了1300万股,筹集了3.64亿美元。\n7、家族继续掌权!普拉达CEO称将在三年内让儿子接班\n普拉达首席执行官Patrizio Bertelli计划在未来三年内让他的儿子Lorenzo掌管这家意大利时尚公司。接班计划表明普拉达打算让公司的控制权握在家族手中。\n8、英伟达收购Arm再遇新阻力:美国监管也插手了\n英伟达收购Arm再遇新阻力,美国监管机构对这项交易提出了潜在的反对意见。英伟达周三美股盘后公布财报时,披露了这一交易新障碍,称美国联邦贸易委员会(FTC)已经“表达了对英伟达与Arm交易的担忧”,英伟达称其正在与FTC讨论,采取措施解除FTC的顾虑。英伟达没有透露是什么引发了美国监管的反对,或者它提供了哪些让步。","news_type":1},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":863677530,"gmtCreate":1632392089820,"gmtModify":1632800728158,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581753589389427","authorIdStr":"3581753589389427"},"themes":[],"htmlText":"Tesla[看涨] [强] ","listText":"Tesla[看涨] [强] ","text":"Tesla[看涨] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/863677530","repostId":"2169637476","repostType":4,"repost":{"id":"2169637476","kind":"news","pubTimestamp":1632364605,"share":"https://www.laohu8.com/m/news/2169637476?lang=&edition=full","pubTime":"2021-09-23 10:36","market":"us","language":"zh","title":"马斯克正在蓄谋一场大规模价格战","url":"https://stock-news.laohu8.com/highlight/detail?id=2169637476","media":"市值榜","summary":"曾经发生在智能手机上的那场轰轰烈烈的战事,可能就要在新能源汽车这条赛道重演。","content":"<p>新能源汽车的造车逻辑是什么?</p>\n<p>行业的主战场在哪里?</p>\n<p>谁会是最后赢家?</p>\n<p>2014年4月22日,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>向第一批8位中国用户交付了Model S,正式入华。</p>\n<p>年底,李斌已经在为成立一家新能源汽车公司四处奔走,他见了<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>的创始人李想,想拉后者入伙,不过据说双方都不愿意给别人打工,李想仅表示愿意投资。</p>\n<p>这段谈话半年之后,李想成立了车和家(<a href=\"https://laohu8.com/S/LI\">理想汽车</a>前身)。</p>\n<p>李斌创办<a href=\"https://laohu8.com/S/NIO\">蔚来</a>同期,何小鹏的UC被阿里收购,他也看中了新能源汽车这条赛道,他后来在一篇自述中写道,“2014年阿里整合UC之后,我提出在阿里体系造车,被无情否掉了。”</p>\n<p>何小鹏初期只是投资,2017年初,他正式加入了这家叫做<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>的公司。</p>\n<p>至此,蔚来、小鹏、理想这三大造车新势力集结完毕,从那时至今的七年间,他们从零走到一,从广被质疑到相继上市,他们努力追赶特斯拉,又被远远甩在身后。</p>\n<p>这个由一家企业引爆一个行业,后来者迅速跟进的故事,在智能手机的战场已经上演过。乔布斯和他的<a href=\"https://laohu8.com/S/AAPL\">苹果</a>,带来了移动互联网时代,也带来了一场大规模、极其惨烈的智能手机价格战。</p>\n<p>现在,曾经发生在智能手机上的那场轰轰烈烈的战事,可能很快就要在新能源汽车这条赛道重新上演。</p>\n<p><b>01</b></p>\n<p><b>造车逻辑变了</b></p>\n<p>汽车工业史上曾有过三次革命。</p>\n<p>第一次是1913年开始,福特在底特律建成世界上第一条汽车装配流水线,带来了汽车生产效率的革命性提升,汽车进入规模化生产阶段,世界汽车工业的重心从欧洲转向美国。</p>\n<p>第二次是二战至70年代,汽车产品开始走向多样且分化,奔驰、宝马、<a href=\"https://laohu8.com/S/RACE\">法拉利</a>、雪铁龙、<a href=\"https://laohu8.com/S/RRN.UK\">劳斯莱斯</a>等车型纷纷亮相,欧洲重新拿回话语权。</p>\n<p>第三次是70年代以后,以丰田公司为代表的几家日本汽车公司,将新型的“全面质量管理”和“及时生产系统”管理机制应用于汽车生产,日本成了新的汽车工业发展中心。</p>\n<p>“及时生产系统”也叫“准时生产”,这一理念在美国被称作“精益生产”,最大的好处是提高生产效率,降低库存隐患,库克后来对苹果生产流程的变革,正是基于这一理念。</p>\n<p>几百年变革进程中,汽车动力系统走过了从蒸汽机到电力到内燃机的变迁,电动汽车虽然早在19世纪就曾亮相,但受制于科技水平及效率,并未大放异彩。</p>\n<p>在这条路径中,性能、效率是造车的主旋律。</p>\n<p>新能源汽车,被认为是汽车工业的第四次革命。而当下的中国市场,颇有成为第四个汽车工业中心的趋势。</p>\n<p>特斯拉打开了这个开关,它颠覆了传统的造车逻辑,也引爆了这个行业。</p>\n<p>1、造车路线上,特斯拉不需要发动机及传统传动设备,电池是动力主体。占汽车总成本40%左右的电池系统是技术核心,电池管理系统如同互联网中百万台服务器的管控模式,采用模块化设计。</p>\n<p>2、传统的汽车厂商依赖4S店和各级经销商,特斯拉摒弃了这一模式,首创了行业内“线上直销+实体体验中心”直销模式,通过服务及体验中心为用户提供试驾、订车、交付、售后等服务;</p>\n<p>3、在人与汽车的交互上,传统的汽车产品是独立的代步工具,后来出现的一众新能源汽车产品,大多都具备一套以屏幕为入口的网联操作系统。</p>\n<p>4、用户购买汽车产品不再是一锤子买卖,车企们通过“硬件标配,软件升级”的OTA模式进行迭代。</p>\n<p>5、人与汽车的关系正在被重构,自动驾驶成为公认的行业演进方向。</p>\n<p>后来入场的包括蔚来、小鹏、理想在内的玩家,大家都成为了特斯拉的中国门徒,他们的成长,是在模仿、追赶特斯拉的过程中完成的。</p>\n<p>新的造车逻辑,实际上是以互联网思维打造一款汽车。汽车不再是冷冰冰的从工业流水线走下来的机器,而被视为用户在家庭和工作之外的“第三空间”。</p>\n<p>就像智能手机,已经成了人类的另一个器官。</p>\n<p><img src=\"https://static.tigerbbs.com/6a68f15c64c7e5381e0f293dffc1793e\" tg-width=\"550\" tg-height=\"326\" referrerpolicy=\"no-referrer\"></p>\n<p>这也导致,汽车产品的竞争要素在增多,传统汽车行业的商业模式也随之发生变革:卖车不再是唯一的营收路径,甚至不是最重要的路径,它像手机那样,承载起了生态入口的作用。硬件预埋的基础上,靠软件盈利,成了一个可行的模式。</p>\n<p>这是苹果公司已经走过的路。</p>\n<p>2019年苹果推出News+、Card、Arcade、TV这四项服务,被国外分析师称为是苹果的一个关键转变,他们认为这是苹果公司自2007年推出iPhone以来最大的战略举措。服务营收如今已成为苹果第二大收入来源。</p>\n<p>特斯拉是软件付费模式的先行者,2012年在Model S上率先实现整车OTA,通过FSD选装、软件应用商城、高级网联服务三种模式进行收费。</p>\n<p><img src=\"https://static.tigerbbs.com/9f252cdbd27f789f1f661c2ab8c8e1e9\" tg-width=\"550\" tg-height=\"288\" referrerpolicy=\"no-referrer\"></p>\n<p>蔚小理们也进行了跟进,但模式有所差异。</p>\n<p>蔚来软件收费项目中,包括NIO Pilot精选包、NIO Pilot全配包、NAD;理想则是辅助驾驶或自动驾驶不收取费用,重点针对周边产品和服务、智能座舱场景收取订阅费用;小鹏又是另外一种打法,自动驾驶软件收取一次性费用,暂时没有OTA费用。</p>\n<p>他们的布局大多始于2020年,当前仍处于模式探索阶段,但可以预见,靠软件盈利的这条路,在未来会越拓越宽。</p>\n<p><b>02</b></p>\n<p><b>主战场在哪里?</b></p>\n<p>竞争的基本法则是“物竞天择,适者生存”。在商业竞争的范畴里,这表现为企业要持续让用户为自己的产品买单,获得更高的市场份额。</p>\n<p>对大多数行业而言,零和博弈是常态,市场进入存量阶段后,竞争会尤其激烈。新能源汽车市场与智能手机市场,皆是如此。</p>\n<p>从手机市场来看,2014年前后,智能手机市场迎来一个重要拐点。</p>\n<p>上年底4G牌照正式下发,为了迅速抢占市场,手机厂商们将版图扩向了海外,他们中的大多数,都将印度作为一个必争的市场。在国内,他们的销售网络不断下沉,将战火烧向了城市毛细血管深处的县、镇。</p>\n<p>这一年,小米发布了红米note,799元的售价,打开了智能手机千元机的门槛,魅族也发布了一款魅蓝note,定价同样千元级。要不了多久,贾跃亭的乐视、周鸿祎的360也将进入这个战场。</p>\n<p>但当时知名度更高的可能是oppo、vivo,他们的广告牌几乎深入到每座县城,用户购买他们的手机,往往还能得到另外的礼包,可能是食用油,可能是一袋大米。</p>\n<p>这一年还发生了另外一些事情:华为推出了第一部大获成功的手机Mate 7,罗永浩发布了锤子T1,苹果发布了后来有众多“钉子户”用户的iPhone 6系列。</p>\n<p>高价与低价、线上与线下、国内与海外,智能手机走过的十几年里,多个战场混沌成局,大家在做的事情无非是为了同一个目标:占据更多的市场份额+抢占更多的生态入口。</p>\n<p>增量市场下,竞争是淘汰赛,留在牌桌上是首要任务,价格战几乎无法避免。在新能源汽车行业,短期的竞争是市场份额,争的是市场话语权,但长期来看,争的实则是生态入口。</p>\n<p>业界公认新能源汽车的拐点之战会发生在2025年。</p>\n<p>何小鹏、雷军等均曾表示,2025年行业淘汰赛将真正开打,能留在牌桌上的品牌最多不超过5家,他们还笃定,特斯拉与苹果,会占据其中两个席位。</p>\n<p><img src=\"https://static.tigerbbs.com/73a408aba6ff2677a23bfdde221095b8\" tg-width=\"550\" tg-height=\"231\" referrerpolicy=\"no-referrer\"></p>\n<p>根据国务院办公厅印发的《新能源汽车产业发展规划(2021-2035年)》,到2025年,新能源汽车销售量将达到汽车新车销售总量的20%左右,到2035年纯电动汽车会成为新销售车辆的主流。所对应的销量分别为600万辆、1750万辆。</p>\n<p>有数据显示,今年上半年,新能源汽车在一线城市的销量占比为26.38%,在新一线城市的销量占比为26.27%。</p>\n<p>高线城市用户在消费能力、尝新意愿、对科技的容忍度等方面更高,更注重消费体验与生活品质。同时,高线城市在新能源汽车产业基础建设上,也走在前列。</p>\n<p>换句话说,高线城市先于下沉市场具备了新能源汽车的爆发土壤,至少在基建更完善、市场更成熟、续航和安全能被保证之前,这种情况将一直存在。</p>\n<p>不过,过去一两年,市场上卖的最好的纯电动汽车不是特斯拉,也不是蔚小理,而是售价在3万元以下的五菱宏光MINIEV。</p>\n<p>这款车型上市第一个月卖出了1.5万辆,200天卖出了20万辆,堪称销量神话。</p>\n<p>一组数据或许能够解答它的火爆原因:今年4月,MINIEV销量2.6万辆,北上广深占了600多辆,二线城市占了6000多辆,其他的都卖给了更低线的市场。</p>\n<p>这款车同时还有另外一个特点,它是一款迷你代步工具,不为用户带来附加价值。</p>\n<p>这至少说明了一点,在未来,下沉市场或许会成为新的主战场,</p>\n<p>下沉用户对价格更敏感,想要吃到下沉市场这口大蛋糕,留给车企们的方案剩下了两条:要么完全聚焦下沉市场,要么开拓瞄准下沉市场的新品类。</p>\n<p>而这两条路,最终都会不可避免地出现价格战。</p>\n<p><b>03</b></p>\n<p><b>蔚小理们准备好了吗?</b></p>\n<p>最先发起价格战的是特斯拉。Model 3在2019年6月国产标准续航升级版发布时为32.8万元,后来多次降价,当前起售价为23.59万元。</p>\n<p>市值榜此前在《马斯克做选择题,库克全都要》一文中曾指出,在马斯克的“MasterPlan”计划里,第一步,造一辆昂贵小众的跑车;第二步,用赚到的钱,造一辆更便宜、销量中等的车;第三步,再用挣到的钱,造一辆更大众的经济型畅销车型;最后在此基础上,提供零排放发电。</p>\n<p>按照马斯克的计划,现在特斯拉正处在第二个阶段,再往下,特斯拉或许会推出价格更加亲民、更大众化的车型。</p>\n<p>马斯克之所以敢降价,一方面源于规模效应带来的成本下降,另一方面,如上文所述,靠软件盈利,是未来新能源汽车生态中的一个重要方向,靠降价提升市占率,抢占更多的入口才是目的。</p>\n<p>据安信证券预计,特斯拉通过FSD付费模式带来的累计现金收入达到12.6亿美元,其预计到2030年,订阅服务收入有望达到每年160亿美元的水平。</p>\n<p>无论是整车OTA,还是围绕智能座舱场景、周边或服务,亦或是自动驾驶软件,具体的收费模式固有不同,但软件付费的大方向,很可能决定着一家车企未来的商业想象力,而这取决于有多少入口,也就是市占率有多高。</p>\n<p>对造车企业来说,产能是第一道坎。</p>\n<p>截至去年四季度,特斯拉的全球产能共计105万辆。相比之下,理想汽车2023年北京顺义工厂投产后,合计总产能将达50万辆、小鹏汽车肇庆+武汉+广州三大产区的合计产能大概到30万辆、今年底,蔚来江淮工厂的产能将提升至30万辆,均与特斯拉有着明显差距。</p>\n<p>当特斯拉入场打起价格战,其他的玩家跟不跟?他们有没有打价格战的底气?</p>\n<p>“竞争战略之父”迈克尔·波特提出,商业竞争的真正意义在于最大化地攫取利润,而不是打败竞争对手或者从对手那里抢生意。</p>\n<p>在智能手机行业,苹果是最大赢家,它凭借着在智能手机产业链上的强话语权,攫取了行业最高的利润,同时基于智能终端开辟了内容生态的新曲线。</p>\n<p>特斯拉被称为汽车界的“苹果”,但其实走了一条与苹果不同的路:它率先发起了价格战,且这种趋势有延续的可能,它更早地布局了软硬件生态,开辟了新的营收曲线。</p>\n<p>迈克尔·波特认为,新型行业向成熟阶段过渡,意味着行业竞争环境将发生多个重要的变化,其中之一,是竞争的重点将转向成本和服务。</p>\n<p>放到新能源汽车行业,实际上体现为两个关键要素:一是在供应链上的话语权、二是自动驾驶。</p>\n<p>在这两个方面,新能源车企要补的课还有很多。</p>\n<p>供应链上,特斯拉的雪球越滚越大,带来的是话语权的不断攀升;自动驾驶方面,今年以来整个行业都陷入过度营销的舆论风波。</p>\n<p>最后,考虑到2025年行业真正的淘汰赛即将开打,卖方市场开始向买方市场过渡,围绕用户,竞争将在多个维度同时展开。</p>\n<p>一场更大规模的价格战或许在所难免,但那极有可能是一个较为漫长的过程。</p>\n<p>因为新能源汽车售卖的不单是产品,而是产品、科技、服务、生态等的集合空间。这考验的是车企的综合实力,他们做到了几分准备,决定着能分到多少蛋糕。</p>\n<p>率先积聚起规模效应的,目前来看只有特斯拉一家。</p>","source":"lsy1626663456733","collect":0,"html":"<!DOCTYPE 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}\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马斯克正在蓄谋一场大规模价格战\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-23 10:36 北京时间 <a href=http://tech.sina.cn/csj/2021-09-23/doc-iktzscyx5792680.d.html?vt=4><strong>市值榜</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新能源汽车的造车逻辑是什么?\n行业的主战场在哪里?\n谁会是最后赢家?\n2014年4月22日,特斯拉向第一批8位中国用户交付了Model S,正式入华。\n年底,李斌已经在为成立一家新能源汽车公司四处奔走,他见了汽车之家的创始人李想,想拉后者入伙,不过据说双方都不愿意给别人打工,李想仅表示愿意投资。\n这段谈话半年之后,李想成立了车和家(理想汽车前身)。\n李斌创办蔚来同期,何小鹏的UC被阿里收购,他也...</p>\n\n<a href=\"http://tech.sina.cn/csj/2021-09-23/doc-iktzscyx5792680.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a39fe7d2c29508550a8434bb05f5e100","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://tech.sina.cn/csj/2021-09-23/doc-iktzscyx5792680.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2169637476","content_text":"新能源汽车的造车逻辑是什么?\n行业的主战场在哪里?\n谁会是最后赢家?\n2014年4月22日,特斯拉向第一批8位中国用户交付了Model S,正式入华。\n年底,李斌已经在为成立一家新能源汽车公司四处奔走,他见了汽车之家的创始人李想,想拉后者入伙,不过据说双方都不愿意给别人打工,李想仅表示愿意投资。\n这段谈话半年之后,李想成立了车和家(理想汽车前身)。\n李斌创办蔚来同期,何小鹏的UC被阿里收购,他也看中了新能源汽车这条赛道,他后来在一篇自述中写道,“2014年阿里整合UC之后,我提出在阿里体系造车,被无情否掉了。”\n何小鹏初期只是投资,2017年初,他正式加入了这家叫做小鹏汽车的公司。\n至此,蔚来、小鹏、理想这三大造车新势力集结完毕,从那时至今的七年间,他们从零走到一,从广被质疑到相继上市,他们努力追赶特斯拉,又被远远甩在身后。\n这个由一家企业引爆一个行业,后来者迅速跟进的故事,在智能手机的战场已经上演过。乔布斯和他的苹果,带来了移动互联网时代,也带来了一场大规模、极其惨烈的智能手机价格战。\n现在,曾经发生在智能手机上的那场轰轰烈烈的战事,可能很快就要在新能源汽车这条赛道重新上演。\n01\n造车逻辑变了\n汽车工业史上曾有过三次革命。\n第一次是1913年开始,福特在底特律建成世界上第一条汽车装配流水线,带来了汽车生产效率的革命性提升,汽车进入规模化生产阶段,世界汽车工业的重心从欧洲转向美国。\n第二次是二战至70年代,汽车产品开始走向多样且分化,奔驰、宝马、法拉利、雪铁龙、劳斯莱斯等车型纷纷亮相,欧洲重新拿回话语权。\n第三次是70年代以后,以丰田公司为代表的几家日本汽车公司,将新型的“全面质量管理”和“及时生产系统”管理机制应用于汽车生产,日本成了新的汽车工业发展中心。\n“及时生产系统”也叫“准时生产”,这一理念在美国被称作“精益生产”,最大的好处是提高生产效率,降低库存隐患,库克后来对苹果生产流程的变革,正是基于这一理念。\n几百年变革进程中,汽车动力系统走过了从蒸汽机到电力到内燃机的变迁,电动汽车虽然早在19世纪就曾亮相,但受制于科技水平及效率,并未大放异彩。\n在这条路径中,性能、效率是造车的主旋律。\n新能源汽车,被认为是汽车工业的第四次革命。而当下的中国市场,颇有成为第四个汽车工业中心的趋势。\n特斯拉打开了这个开关,它颠覆了传统的造车逻辑,也引爆了这个行业。\n1、造车路线上,特斯拉不需要发动机及传统传动设备,电池是动力主体。占汽车总成本40%左右的电池系统是技术核心,电池管理系统如同互联网中百万台服务器的管控模式,采用模块化设计。\n2、传统的汽车厂商依赖4S店和各级经销商,特斯拉摒弃了这一模式,首创了行业内“线上直销+实体体验中心”直销模式,通过服务及体验中心为用户提供试驾、订车、交付、售后等服务;\n3、在人与汽车的交互上,传统的汽车产品是独立的代步工具,后来出现的一众新能源汽车产品,大多都具备一套以屏幕为入口的网联操作系统。\n4、用户购买汽车产品不再是一锤子买卖,车企们通过“硬件标配,软件升级”的OTA模式进行迭代。\n5、人与汽车的关系正在被重构,自动驾驶成为公认的行业演进方向。\n后来入场的包括蔚来、小鹏、理想在内的玩家,大家都成为了特斯拉的中国门徒,他们的成长,是在模仿、追赶特斯拉的过程中完成的。\n新的造车逻辑,实际上是以互联网思维打造一款汽车。汽车不再是冷冰冰的从工业流水线走下来的机器,而被视为用户在家庭和工作之外的“第三空间”。\n就像智能手机,已经成了人类的另一个器官。\n\n这也导致,汽车产品的竞争要素在增多,传统汽车行业的商业模式也随之发生变革:卖车不再是唯一的营收路径,甚至不是最重要的路径,它像手机那样,承载起了生态入口的作用。硬件预埋的基础上,靠软件盈利,成了一个可行的模式。\n这是苹果公司已经走过的路。\n2019年苹果推出News+、Card、Arcade、TV这四项服务,被国外分析师称为是苹果的一个关键转变,他们认为这是苹果公司自2007年推出iPhone以来最大的战略举措。服务营收如今已成为苹果第二大收入来源。\n特斯拉是软件付费模式的先行者,2012年在Model S上率先实现整车OTA,通过FSD选装、软件应用商城、高级网联服务三种模式进行收费。\n\n蔚小理们也进行了跟进,但模式有所差异。\n蔚来软件收费项目中,包括NIO Pilot精选包、NIO Pilot全配包、NAD;理想则是辅助驾驶或自动驾驶不收取费用,重点针对周边产品和服务、智能座舱场景收取订阅费用;小鹏又是另外一种打法,自动驾驶软件收取一次性费用,暂时没有OTA费用。\n他们的布局大多始于2020年,当前仍处于模式探索阶段,但可以预见,靠软件盈利的这条路,在未来会越拓越宽。\n02\n主战场在哪里?\n竞争的基本法则是“物竞天择,适者生存”。在商业竞争的范畴里,这表现为企业要持续让用户为自己的产品买单,获得更高的市场份额。\n对大多数行业而言,零和博弈是常态,市场进入存量阶段后,竞争会尤其激烈。新能源汽车市场与智能手机市场,皆是如此。\n从手机市场来看,2014年前后,智能手机市场迎来一个重要拐点。\n上年底4G牌照正式下发,为了迅速抢占市场,手机厂商们将版图扩向了海外,他们中的大多数,都将印度作为一个必争的市场。在国内,他们的销售网络不断下沉,将战火烧向了城市毛细血管深处的县、镇。\n这一年,小米发布了红米note,799元的售价,打开了智能手机千元机的门槛,魅族也发布了一款魅蓝note,定价同样千元级。要不了多久,贾跃亭的乐视、周鸿祎的360也将进入这个战场。\n但当时知名度更高的可能是oppo、vivo,他们的广告牌几乎深入到每座县城,用户购买他们的手机,往往还能得到另外的礼包,可能是食用油,可能是一袋大米。\n这一年还发生了另外一些事情:华为推出了第一部大获成功的手机Mate 7,罗永浩发布了锤子T1,苹果发布了后来有众多“钉子户”用户的iPhone 6系列。\n高价与低价、线上与线下、国内与海外,智能手机走过的十几年里,多个战场混沌成局,大家在做的事情无非是为了同一个目标:占据更多的市场份额+抢占更多的生态入口。\n增量市场下,竞争是淘汰赛,留在牌桌上是首要任务,价格战几乎无法避免。在新能源汽车行业,短期的竞争是市场份额,争的是市场话语权,但长期来看,争的实则是生态入口。\n业界公认新能源汽车的拐点之战会发生在2025年。\n何小鹏、雷军等均曾表示,2025年行业淘汰赛将真正开打,能留在牌桌上的品牌最多不超过5家,他们还笃定,特斯拉与苹果,会占据其中两个席位。\n\n根据国务院办公厅印发的《新能源汽车产业发展规划(2021-2035年)》,到2025年,新能源汽车销售量将达到汽车新车销售总量的20%左右,到2035年纯电动汽车会成为新销售车辆的主流。所对应的销量分别为600万辆、1750万辆。\n有数据显示,今年上半年,新能源汽车在一线城市的销量占比为26.38%,在新一线城市的销量占比为26.27%。\n高线城市用户在消费能力、尝新意愿、对科技的容忍度等方面更高,更注重消费体验与生活品质。同时,高线城市在新能源汽车产业基础建设上,也走在前列。\n换句话说,高线城市先于下沉市场具备了新能源汽车的爆发土壤,至少在基建更完善、市场更成熟、续航和安全能被保证之前,这种情况将一直存在。\n不过,过去一两年,市场上卖的最好的纯电动汽车不是特斯拉,也不是蔚小理,而是售价在3万元以下的五菱宏光MINIEV。\n这款车型上市第一个月卖出了1.5万辆,200天卖出了20万辆,堪称销量神话。\n一组数据或许能够解答它的火爆原因:今年4月,MINIEV销量2.6万辆,北上广深占了600多辆,二线城市占了6000多辆,其他的都卖给了更低线的市场。\n这款车同时还有另外一个特点,它是一款迷你代步工具,不为用户带来附加价值。\n这至少说明了一点,在未来,下沉市场或许会成为新的主战场,\n下沉用户对价格更敏感,想要吃到下沉市场这口大蛋糕,留给车企们的方案剩下了两条:要么完全聚焦下沉市场,要么开拓瞄准下沉市场的新品类。\n而这两条路,最终都会不可避免地出现价格战。\n03\n蔚小理们准备好了吗?\n最先发起价格战的是特斯拉。Model 3在2019年6月国产标准续航升级版发布时为32.8万元,后来多次降价,当前起售价为23.59万元。\n市值榜此前在《马斯克做选择题,库克全都要》一文中曾指出,在马斯克的“MasterPlan”计划里,第一步,造一辆昂贵小众的跑车;第二步,用赚到的钱,造一辆更便宜、销量中等的车;第三步,再用挣到的钱,造一辆更大众的经济型畅销车型;最后在此基础上,提供零排放发电。\n按照马斯克的计划,现在特斯拉正处在第二个阶段,再往下,特斯拉或许会推出价格更加亲民、更大众化的车型。\n马斯克之所以敢降价,一方面源于规模效应带来的成本下降,另一方面,如上文所述,靠软件盈利,是未来新能源汽车生态中的一个重要方向,靠降价提升市占率,抢占更多的入口才是目的。\n据安信证券预计,特斯拉通过FSD付费模式带来的累计现金收入达到12.6亿美元,其预计到2030年,订阅服务收入有望达到每年160亿美元的水平。\n无论是整车OTA,还是围绕智能座舱场景、周边或服务,亦或是自动驾驶软件,具体的收费模式固有不同,但软件付费的大方向,很可能决定着一家车企未来的商业想象力,而这取决于有多少入口,也就是市占率有多高。\n对造车企业来说,产能是第一道坎。\n截至去年四季度,特斯拉的全球产能共计105万辆。相比之下,理想汽车2023年北京顺义工厂投产后,合计总产能将达50万辆、小鹏汽车肇庆+武汉+广州三大产区的合计产能大概到30万辆、今年底,蔚来江淮工厂的产能将提升至30万辆,均与特斯拉有着明显差距。\n当特斯拉入场打起价格战,其他的玩家跟不跟?他们有没有打价格战的底气?\n“竞争战略之父”迈克尔·波特提出,商业竞争的真正意义在于最大化地攫取利润,而不是打败竞争对手或者从对手那里抢生意。\n在智能手机行业,苹果是最大赢家,它凭借着在智能手机产业链上的强话语权,攫取了行业最高的利润,同时基于智能终端开辟了内容生态的新曲线。\n特斯拉被称为汽车界的“苹果”,但其实走了一条与苹果不同的路:它率先发起了价格战,且这种趋势有延续的可能,它更早地布局了软硬件生态,开辟了新的营收曲线。\n迈克尔·波特认为,新型行业向成熟阶段过渡,意味着行业竞争环境将发生多个重要的变化,其中之一,是竞争的重点将转向成本和服务。\n放到新能源汽车行业,实际上体现为两个关键要素:一是在供应链上的话语权、二是自动驾驶。\n在这两个方面,新能源车企要补的课还有很多。\n供应链上,特斯拉的雪球越滚越大,带来的是话语权的不断攀升;自动驾驶方面,今年以来整个行业都陷入过度营销的舆论风波。\n最后,考虑到2025年行业真正的淘汰赛即将开打,卖方市场开始向买方市场过渡,围绕用户,竞争将在多个维度同时展开。\n一场更大规模的价格战或许在所难免,但那极有可能是一个较为漫长的过程。\n因为新能源汽车售卖的不单是产品,而是产品、科技、服务、生态等的集合空间。这考验的是车企的综合实力,他们做到了几分准备,决定着能分到多少蛋糕。\n率先积聚起规模效应的,目前来看只有特斯拉一家。","news_type":1},"isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":810750304,"gmtCreate":1630018400608,"gmtModify":1704954541457,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581753589389427","authorIdStr":"3581753589389427"},"themes":[],"htmlText":"J加油 小米","listText":"J加油 小米","text":"J加油 小米","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/810750304","repostId":"1138879291","repostType":4,"repost":{"id":"1138879291","kind":"news","pubTimestamp":1629988044,"share":"https://www.laohu8.com/m/news/1138879291?lang=&edition=full","pubTime":"2021-08-26 22:27","market":"hk","language":"zh","title":"雷军三年全球第一的梦想靠谱吗?小米的这些实力给了底气","url":"https://stock-news.laohu8.com/highlight/detail?id=1138879291","media":"每日经济新闻","summary":"在拿下全球智能手机市场第二后,小米未来的路该如何走?雷军在2021年度的演讲中给出了答案,三年后小米力争成为智能手机销量全球第一。\n\n7年前,小米提出用5到10年时间登顶全球第一,但受到了部分人的质疑","content":"<div>\n<p>在拿下全球智能手机市场第二后,小米未来的路该如何走?雷军在2021年度的演讲中给出了答案,三年后小米力争成为智能手机销量全球第一。\n\n7年前,小米提出用5到10年时间登顶全球第一,但受到了部分人的质疑。当时雷军的回应是:“梦想还是要有的,万一实现了呢?”而今天小米再次朝着全球第一的目标发起冲锋时,雷军说:“梦想一定要有,梦想也一定会实现!”\n小米已经走过了11个年头,十多年间科技浪潮风云变幻,手机...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/-U2pnPgUp2CLh0-xbJkYUg\">Web Link</a>\n\n</div>\n","source":"mrjjxw","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>雷军三年全球第一的梦想靠谱吗?小米的这些实力给了底气</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; 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class=\"title\">\n雷军三年全球第一的梦想靠谱吗?小米的这些实力给了底气\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-26 22:27 北京时间 <a href=https://mp.weixin.qq.com/s/-U2pnPgUp2CLh0-xbJkYUg><strong>每日经济新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在拿下全球智能手机市场第二后,小米未来的路该如何走?雷军在2021年度的演讲中给出了答案,三年后小米力争成为智能手机销量全球第一。\n\n7年前,小米提出用5到10年时间登顶全球第一,但受到了部分人的质疑。当时雷军的回应是:“梦想还是要有的,万一实现了呢?”而今天小米再次朝着全球第一的目标发起冲锋时,雷军说:“梦想一定要有,梦想也一定会实现!”\n小米已经走过了11个年头,十多年间科技浪潮风云变幻,手机...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/-U2pnPgUp2CLh0-xbJkYUg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aea2b9ab8a046974039715aed46d9985","relate_stocks":{"01810":"小米集团-W","KC":"金山云"},"source_url":"https://mp.weixin.qq.com/s/-U2pnPgUp2CLh0-xbJkYUg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138879291","content_text":"在拿下全球智能手机市场第二后,小米未来的路该如何走?雷军在2021年度的演讲中给出了答案,三年后小米力争成为智能手机销量全球第一。\n\n7年前,小米提出用5到10年时间登顶全球第一,但受到了部分人的质疑。当时雷军的回应是:“梦想还是要有的,万一实现了呢?”而今天小米再次朝着全球第一的目标发起冲锋时,雷军说:“梦想一定要有,梦想也一定会实现!”\n小米已经走过了11个年头,十多年间科技浪潮风云变幻,手机市场格局剧烈震荡,小米有幸生存下来,并且依然朝着最高峰攀登。作为小米的领军人物,雷军立下了新的目标,激励员工迈向新征程。对雷军而言,为何敢于喊出如此豪言壮语?\n成绩印证实力\n小米站稳全球第二\n从小米1代首次销售卖出18万台开始,到如今年销量过亿台,转瞬间小米已经成为一家体量庞大的公司。而今年小米第三次上榜《财富》世界500强,全球排名338名,较去年上升了84位,是中美互联网大公司中上升幅度较大的一家。\n智能手机业务是小米的安身立命之本,在核心业务手机出货数据上,小米今年可谓突飞猛进。在继Canalys之后,IDC、Counterpoint、Strategy Analytics等全球著名调研机构也陆续发布了2021年全球智能手机市场第二季度数据,小米全球市场份额晋升到全球第二。\n\n据IDC数据显示,小米本季度全球出货量创历史新高,同比增长高达86.6%。Counterpoint分析师表示,凭借出色的高端与中低端组合策略,小米的季度出货量首次突破5300万台,并成为全球前五名厂商中唯一一个收入连续增长的品牌。\n在更为成熟的欧洲市场,一直是智能手机企业激烈竞争的地盘。国际权威调研公司Strategy Analytics在《欧洲2021 Q2智能手机出货量研究报告》中指出,小米手机今年第二季度在欧洲市场出货1270万台,同比增长67.1%,市场份额25.3%,高居欧洲市场第一名。\n销量之外,小米集团从2020年1季度开始持续推广高端机型。“小米的高端路成了”,从今年开始这已经是大家越来越清晰的共识。2021年上半年,小米定价人民币3000元或以上及境外定价300欧元及以上的高端智能手机全球出货量超1200万台,已经超过2020年的总量。\n虽然销售渠道从线上起家,但小米早已做出改变,线上线下双管齐下,特别是在今年小米大举进攻四五六线城市或者乡镇一级的市场,吸引该领域的消费者。截至6月底,小米之家门店数已突破8000家,并保持了每月开设1000家的覆盖速度。目前小米已实现对全国所有县城的覆盖,到今年底,小米还将开设1万家乡镇授权店。更多的销售门店,无疑将助推小米产品更直接地面向用户吸引更多消费者。\n因为智能手机业务的大涨,小米集团公布2021年Q2总收入达人民币878亿元,同比增长64.0%;经调整净利润达人民币63亿元,同比增长87.4%,均创单季历史新高。2021年Q2,境外市场收入达人民币436亿元,同比增长81.6%。据Canalys数据,按照智能手机出货量计,小米在全球22个国家和地区的智能手机市场排名第一,并在欧洲、东南亚智能手机市场首次排名第一。\n华泰证券在研究报告中表示,预计小米2021/2022/2023年的智能手机出货量为1.98亿/2.54亿/2.75亿部,并且给出了极为详细的数据分析模型。同时华泰证券认为小米的智能手机出货量有望于2024年之前达到约3亿部。\n如今要在全球消费科技领域打出中国影响力,超强的创新力和能够量产热销,这两者缺一不可。小米已经用成绩展示了自己的实力,但与其他全球顶尖品牌的竞赛是长久之战,丝毫不能松懈,小米要在科技研发上保持持续创新力。\n技术实力延伸到制造环节\n夯实发展基础\n小米的不断壮大来源于米粉长久的支持,更深层次的原因在于,小米在用户体验、产品、技术层面的持续完善。一直以来,小米敢于首发先进技术的魄力,让小米产品持续焕发活力。\n从最新发布的小米MIX 4来看,正式发售的第一分钟销售额即突破3亿,可谓销售火爆。从该产品的技术层面来看,小米MIX 4是小米首款采用屏下摄像头技术的机型,其OLED 屏幕加大,后置摄像头规格提升,同时还采用一体式陶瓷外壳。这是小米布局高端市场的又一里程碑,无疑将丰富小米高端市场的产品线。\n代表小米手机尖端科技的,还有三月份发布的小米折叠屏手机MIX FOLD,搭载小米自研“澎湃C1”影像芯片,该芯片由小米耗时2年、消耗1.4亿元研发费研发而成。该芯片作为手机影像的“大脑”,能够更快实现自动对焦、提升暗光拍摄效果,在影像色彩方面的表现也更加突出。\n自去年推出首款高端旗舰小米10系列以来,小米在影像、屏幕、快充、工艺、AI、AIoT等核心技术领域的创新不断,多方位引领了行业的演进方向,建立了在全球业界的领先优势。\n其中,小米在影像领域全球首发了1亿像素相机、GN2超大底主摄镜头、液态镜头等新技术,成为了高像素相机和大底相机的双赛道领跑者;在充电技术方面,小米在业内率先实现了200W有线充电、120W无线充电,并首发了石墨烯基锂离子电池、第二代硅氧负极电池等新技术;小米还是手机陶瓷材质的开创者,引领了行业工艺探索的潮流趋势。\n\n值得注意的是,小米MIX FOLD的生产任务,全部来自于北京经济技术开发区内的小米智能工厂。该智能工厂承载了包括全部的生产管理过程、机械加工过程、包装储运过程,均实现了自动化、无人化生产。据了解,小米智能工厂内部采用高度自动化生产线、AI机器人、大数据等前沿科技精密配合,一年能产出百万台小米手机。在熄灯环境下也能高效运转,是货真价实的智能工厂。\n从产品到重要元器件的自主研发,再到生产线的高水准,小米在技术力与供应链方面均在进行持续深化。“抢首发、抓自研、重体验”是小米创新的三大法宝,更深层次的力量来源于对人才潜力的挖掘。技术立业之下,人才是企业发展的根本,而为了吸引更多的研发人才,激励员工,小米也一直有着大手笔。\n小米近期披露了“青年工程师激励计划”,授予3904名优秀工程师约7000万股小米股票,并且面向122位技术专家、新十年创业者计划首批入选者、中高层管理者进行长达十年的新激励计划,授予超过1.19亿股的小米股票。同时,小米过去三年从外部引进了一批年富力强、经验丰富的高管,内部提拔了几位年轻的集团高管和几十位年轻的总经理。\n逆水行舟不进则退,科技战场一直是创新力与产品力的较量。雷军再次喊出“全球第一”的目标,这在于小米当下确实有相当深厚的家底和实力,在智能手机的舞台上拥有难以撼动的话语权。小米在全球手机市场或将保持强劲增长的势头,无论是在技术力还是产品力方面,小米都已经有了成为全球第一大智能手机品牌的深厚基础。","news_type":1},"isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":374631655,"gmtCreate":1619443475377,"gmtModify":1634273445504,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581753589389427","authorIdStr":"3581753589389427"},"themes":[],"htmlText":"<a 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2-3yrs","images":[{"img":"https://static.tigerbbs.com/027817e492c13470d543a1c48d5a4e77","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/374631655","isVote":1,"tweetType":1,"viewCount":113,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":698253209,"gmtCreate":1640416414530,"gmtModify":1640416414624,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581753589389427","authorIdStr":"3581753589389427"},"themes":[],"htmlText":"ASML [财迷] [看涨] [强] ","listText":"ASML [财迷] [看涨] [强] ","text":"ASML [财迷] [看涨] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/698253209","repostId":"2194797491","repostType":2,"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":874980120,"gmtCreate":1637720092127,"gmtModify":1637720092127,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581753589389427","authorIdStr":"3581753589389427"},"themes":[],"htmlText":"真是的 不了解","listText":"真是的 不了解","text":"真是的 不了解","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/874980120","repostId":"1146093574","repostType":2,"repost":{"id":"1146093574","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":1637718380,"share":"https://www.laohu8.com/m/news/1146093574?lang=&edition=full","pubTime":"2021-11-24 09:46","market":"other","language":"zh","title":"小米集团跌幅扩大至4.25%,股价刷新52周新低","url":"https://stock-news.laohu8.com/highlight/detail?id=1146093574","media":"老虎资讯综合","summary":"11月24日讯,小米集团跌幅扩大至4.25%,股价刷新52周新低。小米三季度MIUI月活突破5亿 电动车2024年上半年将量产2021年11月23日,小米集团公布2021年第三季度业绩。三季度小米集团","content":"<p>11月24日讯,小米集团跌幅扩大至4.25%,股价刷新52周新低。<img src=\"https://static.tigerbbs.com/a4fd32fa34b6091a600444ecfe15dad6\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">小米三季度MIUI月活突破5亿 电动车2024年上半年将量产</p><p>2021年11月23日,小米集团公布2021年第三季度业绩。三季度小米集团实现总收入781亿元,同比增长8.2%;经调整净利润达52亿元,同比增长25.4%。毛利率由2020年第三季度的14.1%升至2021年第三季度的18.3%。<img src=\"https://static.tigerbbs.com/34a2010d0096dd9e72ca10f2a0718016\" tg-width=\"290\" tg-height=\"579\" referrerpolicy=\"no-referrer\"></p><p></p><p>截至2021年9月,小米全球MIUI月活跃用户数达到4.86亿,同比增长32%。截至2021年11月22日,MIUI全球月活跃用户数首次突破5亿,是小米全球业务发展中的又一重要里程碑。基于高端和多元化用户人群不断开拓,小米互联网业务超预期。</p><p><b>手机平均售价提升</b></p><p><b>毛利率提升</b></p><p>2021年第三季度,小米集团<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>手机业务收入达478.25亿元,同比增0.5%,在总收入中占比61.3%;毛利率12.8%,同比增4.4个百分点。然而,受核心零部件全球供应短缺的影响,小米集团第三季度的全球智能手机出货量4390万部,同比减少5.8%。</p><p>小米智能手机的平均售价(ASP)由2020年第三季度每部1022.3元上升6.7%至2021年第三季度每部1090.5元。ASP上升主要是由2021年第三季度高端智能手机出货量增加所致。因此,小米智能手机分部毛利率由2020年第三季度的8.4%升至2021年第三季度的12.8%。</p><p>2021年前三个季度,小米集团中国大陆地区定价在3000元或以上及境外定价在300欧元及以上的智能手机全球出货量近1800万台,在总出货量中占比超过12%。第三季度,小米境外定价在300欧元及以上的智能手机出货量同比增长超180%,主要来自于拉美、西欧及中东地区。</p><p>小米集团表示,公司不断推出智能手机新品,进一步细分用户定位,拓展目标用户人群。以9月27日推出的新品Xiaomi Civi为例,它的整体目标用户偏向女性,在科技感的基础上,匹配女性的需求特点,朝时尚、轻薄、好看的方向上设计。在此之前,小米还推出了主打黑科技的MIX系列、高端旗舰数字系列等在内的高端智能手机产品。</p><p>相关数据显示,2021年以来,小米推出的包括Xiaomi MIX FOLD、Xiaomi 11系列等在内的旗舰机型新用户占比均超过了50%。</p><p><b>零部件供应短缺</b></p><p><b>明年有望缓解</b></p><p>财报显示,小米集团第三季度手机出货量同比下滑5.8%。根据Canalys数据,2021年三季度小米智能手机全球出货量排名第三,市占率达13.5%。</p><p>小米集团总裁王翔在电话会上坦言,芯片缺货影响了小米手机大概1000万到2000万部的出货量。供应链是小米当前面临的主要问题,半导体供应是周期性的,预计明年尤其是明年下半年可能得到改善,但仍然呈现结构性短缺情形。</p><p>王翔表示,在芯片短缺的情况下,要服务全球一百多个国家的用户,对小米而言确实是比较大的挑战。比如说4G手机产品缺货问题严峻,全球亚非拉美等地很多用户还在使用4G产品。</p><p>王翔表示,小米明年供应链的产能已经基本锁定,预计产量将在今年的基础上有一个较好的提升。</p><p><b>IOT设备连接数首次破4亿</b></p><p>2021年第三季度,小米集团IoT与生活消费产品业务收入达到209.36亿元,同比增长15.5%,在总收入中占比26.8%。毛利率由2020年第三季度的14.2%降至2021年第三季度的11.6%,主要是由于产品组合及若干核心零部件价格上升所致。此外,全球海运物流费用上涨,也对公司生态链海外业务带来影响。</p><p>截至2021年9月30日,AIoT平台已连接的IoT设备(不包括智能手机、平板及笔记本计算机)数首次突破4亿,拥有5件及以上连接至小米AIoT平台的设备(不包括智能手机、平板及笔记本计算机)的用户数超过800万,同比增长42.8%。2021年9月,人工智能助理“小爱同学”的月活跃用户数达到1.05亿,同比增长34.1%;米家App的月活跃用户数达到5990万,同比增长39.0%。</p><p><b>互联网业务表现超预期</b></p><p>2021年第三季度,小米互联网业务增长强劲,收入73亿元,同比增长27.1%,再创单季历史新高,互联网业务毛利率73.6%,同比上升13.1个百分点。</p><p>小米互联网服务用户规模保持增长,活跃度明显增加。截至2021年11月22日,全球MIUI 月活跃用户突破5亿。2021年初至今,全球MIUI新增月活用户约1亿,国内月活用户增长1865万。</p><p>第三季度小米集团广告业务收入创下单季历史新高,达到48亿元,同比增长44.7%,连续7个季度环比增长。小米游戏收入达到10亿元,同比增长25.0%,精品新游戏表现优异,且高端及游戏手机用户增长带来更高的单用户平均游戏收入。其他增值服务收入达到16亿元。</p><p>随着全球用户规模持续增长,小米境外互联网服务收入达15亿元,同比增110.0%,再创历史新高,占整体互联网服务收入19.9%。</p><p><b>智能电动汽车预计2024年上半年量产</b></p><p>小米在财报中表示,目前智能电动汽车业务顺利推进,团队成员已超过500人。智能电动汽车预计将于2024年上半年正式量产。</p><p>小米汽车的代工厂花落谁家一直是市场关注的话题。小米集团在财报电话会上回应中国证券报记者称:“现在小米汽车仍然在产品定义阶段,也确实接触了很多不同的供应商,但还没有确定的答案,还在研究论证。我们看到很多媒体报道我们跟这个公司那个公司(合作),在官方信息出来前,都不是真的。”</p><p>财报还披露,截至2021年9月30日,小米共投资超过360家公司,总账面价值591亿元,同比增长49.8%。由于2021年第三季度受全球宏观环境及科技行业的市场情绪减弱影响,小米集团当期持有的按公允价值计入损益的长期投资造成了未实现的财务亏损,其中投资上市公司部分未实现的财务亏损为35亿元,对集团本季度的净利润产生了较大影响。预计未来这部分价值仍将受到市场表现影响。</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\" 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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\">\n小米集团跌幅扩大至4.25%,股价刷新52周新低\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\">2021-11-24 09:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>11月24日讯,小米集团跌幅扩大至4.25%,股价刷新52周新低。<img src=\"https://static.tigerbbs.com/a4fd32fa34b6091a600444ecfe15dad6\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\">小米三季度MIUI月活突破5亿 电动车2024年上半年将量产</p><p>2021年11月23日,小米集团公布2021年第三季度业绩。三季度小米集团实现总收入781亿元,同比增长8.2%;经调整净利润达52亿元,同比增长25.4%。毛利率由2020年第三季度的14.1%升至2021年第三季度的18.3%。<img src=\"https://static.tigerbbs.com/34a2010d0096dd9e72ca10f2a0718016\" tg-width=\"290\" tg-height=\"579\" referrerpolicy=\"no-referrer\"></p><p></p><p>截至2021年9月,小米全球MIUI月活跃用户数达到4.86亿,同比增长32%。截至2021年11月22日,MIUI全球月活跃用户数首次突破5亿,是小米全球业务发展中的又一重要里程碑。基于高端和多元化用户人群不断开拓,小米互联网业务超预期。</p><p><b>手机平均售价提升</b></p><p><b>毛利率提升</b></p><p>2021年第三季度,小米集团<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>手机业务收入达478.25亿元,同比增0.5%,在总收入中占比61.3%;毛利率12.8%,同比增4.4个百分点。然而,受核心零部件全球供应短缺的影响,小米集团第三季度的全球智能手机出货量4390万部,同比减少5.8%。</p><p>小米智能手机的平均售价(ASP)由2020年第三季度每部1022.3元上升6.7%至2021年第三季度每部1090.5元。ASP上升主要是由2021年第三季度高端智能手机出货量增加所致。因此,小米智能手机分部毛利率由2020年第三季度的8.4%升至2021年第三季度的12.8%。</p><p>2021年前三个季度,小米集团中国大陆地区定价在3000元或以上及境外定价在300欧元及以上的智能手机全球出货量近1800万台,在总出货量中占比超过12%。第三季度,小米境外定价在300欧元及以上的智能手机出货量同比增长超180%,主要来自于拉美、西欧及中东地区。</p><p>小米集团表示,公司不断推出智能手机新品,进一步细分用户定位,拓展目标用户人群。以9月27日推出的新品Xiaomi Civi为例,它的整体目标用户偏向女性,在科技感的基础上,匹配女性的需求特点,朝时尚、轻薄、好看的方向上设计。在此之前,小米还推出了主打黑科技的MIX系列、高端旗舰数字系列等在内的高端智能手机产品。</p><p>相关数据显示,2021年以来,小米推出的包括Xiaomi MIX FOLD、Xiaomi 11系列等在内的旗舰机型新用户占比均超过了50%。</p><p><b>零部件供应短缺</b></p><p><b>明年有望缓解</b></p><p>财报显示,小米集团第三季度手机出货量同比下滑5.8%。根据Canalys数据,2021年三季度小米智能手机全球出货量排名第三,市占率达13.5%。</p><p>小米集团总裁王翔在电话会上坦言,芯片缺货影响了小米手机大概1000万到2000万部的出货量。供应链是小米当前面临的主要问题,半导体供应是周期性的,预计明年尤其是明年下半年可能得到改善,但仍然呈现结构性短缺情形。</p><p>王翔表示,在芯片短缺的情况下,要服务全球一百多个国家的用户,对小米而言确实是比较大的挑战。比如说4G手机产品缺货问题严峻,全球亚非拉美等地很多用户还在使用4G产品。</p><p>王翔表示,小米明年供应链的产能已经基本锁定,预计产量将在今年的基础上有一个较好的提升。</p><p><b>IOT设备连接数首次破4亿</b></p><p>2021年第三季度,小米集团IoT与生活消费产品业务收入达到209.36亿元,同比增长15.5%,在总收入中占比26.8%。毛利率由2020年第三季度的14.2%降至2021年第三季度的11.6%,主要是由于产品组合及若干核心零部件价格上升所致。此外,全球海运物流费用上涨,也对公司生态链海外业务带来影响。</p><p>截至2021年9月30日,AIoT平台已连接的IoT设备(不包括智能手机、平板及笔记本计算机)数首次突破4亿,拥有5件及以上连接至小米AIoT平台的设备(不包括智能手机、平板及笔记本计算机)的用户数超过800万,同比增长42.8%。2021年9月,人工智能助理“小爱同学”的月活跃用户数达到1.05亿,同比增长34.1%;米家App的月活跃用户数达到5990万,同比增长39.0%。</p><p><b>互联网业务表现超预期</b></p><p>2021年第三季度,小米互联网业务增长强劲,收入73亿元,同比增长27.1%,再创单季历史新高,互联网业务毛利率73.6%,同比上升13.1个百分点。</p><p>小米互联网服务用户规模保持增长,活跃度明显增加。截至2021年11月22日,全球MIUI 月活跃用户突破5亿。2021年初至今,全球MIUI新增月活用户约1亿,国内月活用户增长1865万。</p><p>第三季度小米集团广告业务收入创下单季历史新高,达到48亿元,同比增长44.7%,连续7个季度环比增长。小米游戏收入达到10亿元,同比增长25.0%,精品新游戏表现优异,且高端及游戏手机用户增长带来更高的单用户平均游戏收入。其他增值服务收入达到16亿元。</p><p>随着全球用户规模持续增长,小米境外互联网服务收入达15亿元,同比增110.0%,再创历史新高,占整体互联网服务收入19.9%。</p><p><b>智能电动汽车预计2024年上半年量产</b></p><p>小米在财报中表示,目前智能电动汽车业务顺利推进,团队成员已超过500人。智能电动汽车预计将于2024年上半年正式量产。</p><p>小米汽车的代工厂花落谁家一直是市场关注的话题。小米集团在财报电话会上回应中国证券报记者称:“现在小米汽车仍然在产品定义阶段,也确实接触了很多不同的供应商,但还没有确定的答案,还在研究论证。我们看到很多媒体报道我们跟这个公司那个公司(合作),在官方信息出来前,都不是真的。”</p><p>财报还披露,截至2021年9月30日,小米共投资超过360家公司,总账面价值591亿元,同比增长49.8%。由于2021年第三季度受全球宏观环境及科技行业的市场情绪减弱影响,小米集团当期持有的按公允价值计入损益的长期投资造成了未实现的财务亏损,其中投资上市公司部分未实现的财务亏损为35亿元,对集团本季度的净利润产生了较大影响。预计未来这部分价值仍将受到市场表现影响。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"01810":"小米集团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146093574","content_text":"11月24日讯,小米集团跌幅扩大至4.25%,股价刷新52周新低。小米三季度MIUI月活突破5亿 电动车2024年上半年将量产2021年11月23日,小米集团公布2021年第三季度业绩。三季度小米集团实现总收入781亿元,同比增长8.2%;经调整净利润达52亿元,同比增长25.4%。毛利率由2020年第三季度的14.1%升至2021年第三季度的18.3%。截至2021年9月,小米全球MIUI月活跃用户数达到4.86亿,同比增长32%。截至2021年11月22日,MIUI全球月活跃用户数首次突破5亿,是小米全球业务发展中的又一重要里程碑。基于高端和多元化用户人群不断开拓,小米互联网业务超预期。手机平均售价提升毛利率提升2021年第三季度,小米集团智能手机业务收入达478.25亿元,同比增0.5%,在总收入中占比61.3%;毛利率12.8%,同比增4.4个百分点。然而,受核心零部件全球供应短缺的影响,小米集团第三季度的全球智能手机出货量4390万部,同比减少5.8%。小米智能手机的平均售价(ASP)由2020年第三季度每部1022.3元上升6.7%至2021年第三季度每部1090.5元。ASP上升主要是由2021年第三季度高端智能手机出货量增加所致。因此,小米智能手机分部毛利率由2020年第三季度的8.4%升至2021年第三季度的12.8%。2021年前三个季度,小米集团中国大陆地区定价在3000元或以上及境外定价在300欧元及以上的智能手机全球出货量近1800万台,在总出货量中占比超过12%。第三季度,小米境外定价在300欧元及以上的智能手机出货量同比增长超180%,主要来自于拉美、西欧及中东地区。小米集团表示,公司不断推出智能手机新品,进一步细分用户定位,拓展目标用户人群。以9月27日推出的新品Xiaomi Civi为例,它的整体目标用户偏向女性,在科技感的基础上,匹配女性的需求特点,朝时尚、轻薄、好看的方向上设计。在此之前,小米还推出了主打黑科技的MIX系列、高端旗舰数字系列等在内的高端智能手机产品。相关数据显示,2021年以来,小米推出的包括Xiaomi MIX FOLD、Xiaomi 11系列等在内的旗舰机型新用户占比均超过了50%。零部件供应短缺明年有望缓解财报显示,小米集团第三季度手机出货量同比下滑5.8%。根据Canalys数据,2021年三季度小米智能手机全球出货量排名第三,市占率达13.5%。小米集团总裁王翔在电话会上坦言,芯片缺货影响了小米手机大概1000万到2000万部的出货量。供应链是小米当前面临的主要问题,半导体供应是周期性的,预计明年尤其是明年下半年可能得到改善,但仍然呈现结构性短缺情形。王翔表示,在芯片短缺的情况下,要服务全球一百多个国家的用户,对小米而言确实是比较大的挑战。比如说4G手机产品缺货问题严峻,全球亚非拉美等地很多用户还在使用4G产品。王翔表示,小米明年供应链的产能已经基本锁定,预计产量将在今年的基础上有一个较好的提升。IOT设备连接数首次破4亿2021年第三季度,小米集团IoT与生活消费产品业务收入达到209.36亿元,同比增长15.5%,在总收入中占比26.8%。毛利率由2020年第三季度的14.2%降至2021年第三季度的11.6%,主要是由于产品组合及若干核心零部件价格上升所致。此外,全球海运物流费用上涨,也对公司生态链海外业务带来影响。截至2021年9月30日,AIoT平台已连接的IoT设备(不包括智能手机、平板及笔记本计算机)数首次突破4亿,拥有5件及以上连接至小米AIoT平台的设备(不包括智能手机、平板及笔记本计算机)的用户数超过800万,同比增长42.8%。2021年9月,人工智能助理“小爱同学”的月活跃用户数达到1.05亿,同比增长34.1%;米家App的月活跃用户数达到5990万,同比增长39.0%。互联网业务表现超预期2021年第三季度,小米互联网业务增长强劲,收入73亿元,同比增长27.1%,再创单季历史新高,互联网业务毛利率73.6%,同比上升13.1个百分点。小米互联网服务用户规模保持增长,活跃度明显增加。截至2021年11月22日,全球MIUI 月活跃用户突破5亿。2021年初至今,全球MIUI新增月活用户约1亿,国内月活用户增长1865万。第三季度小米集团广告业务收入创下单季历史新高,达到48亿元,同比增长44.7%,连续7个季度环比增长。小米游戏收入达到10亿元,同比增长25.0%,精品新游戏表现优异,且高端及游戏手机用户增长带来更高的单用户平均游戏收入。其他增值服务收入达到16亿元。随着全球用户规模持续增长,小米境外互联网服务收入达15亿元,同比增110.0%,再创历史新高,占整体互联网服务收入19.9%。智能电动汽车预计2024年上半年量产小米在财报中表示,目前智能电动汽车业务顺利推进,团队成员已超过500人。智能电动汽车预计将于2024年上半年正式量产。小米汽车的代工厂花落谁家一直是市场关注的话题。小米集团在财报电话会上回应中国证券报记者称:“现在小米汽车仍然在产品定义阶段,也确实接触了很多不同的供应商,但还没有确定的答案,还在研究论证。我们看到很多媒体报道我们跟这个公司那个公司(合作),在官方信息出来前,都不是真的。”财报还披露,截至2021年9月30日,小米共投资超过360家公司,总账面价值591亿元,同比增长49.8%。由于2021年第三季度受全球宏观环境及科技行业的市场情绪减弱影响,小米集团当期持有的按公允价值计入损益的长期投资造成了未实现的财务亏损,其中投资上市公司部分未实现的财务亏损为35亿元,对集团本季度的净利润产生了较大影响。预计未来这部分价值仍将受到市场表现影响。","news_type":1},"isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":843431826,"gmtCreate":1635848327754,"gmtModify":1635848327896,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581753589389427","authorIdStr":"3581753589389427"},"themes":[],"htmlText":"ASPL[财迷] ","listText":"ASPL[财迷] ","text":"ASPL[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/843431826","repostId":"1159079299","repostType":4,"isVote":1,"tweetType":1,"viewCount":100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":827308764,"gmtCreate":1634400269102,"gmtModify":1634400314760,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581753589389427","authorIdStr":"3581753589389427"},"themes":[],"htmlText":"Tesla[财迷] [看涨] ","listText":"Tesla[财迷] [看涨] ","text":"Tesla[财迷] [看涨]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/827308764","repostId":"1124551620","repostType":4,"repost":{"id":"1124551620","kind":"news","pubTimestamp":1634354951,"share":"https://www.laohu8.com/m/news/1124551620?lang=&edition=full","pubTime":"2021-10-16 11:29","market":"us","language":"zh","title":"“大空头”Michael Burry称并未沽空特斯拉","url":"https://stock-news.laohu8.com/highlight/detail?id=1124551620","media":"智通财经网","summary":"有市场消息称,电影《大空头》男主角原型、传奇对冲基金经理Michael Burry已经不再持有特斯拉的短仓,并表示关于他持有特斯拉认沽期权,只是一宗交易。\nMichael Burry所拥有的资产管理公","content":"<p>有市场消息称,电影《大空头》男主角原型、传奇对冲基金经理Michael Burry已经不再持有特斯拉的短仓,并表示关于他持有特斯拉认沽期权,只是一宗交易。</p>\n<p>Michael Burry所拥有的资产管理公司 Scion 在5月交给SEC的监管文件披露,截止到今年3月末,持有与80.01万股特斯拉的认沽期权。但是期权的行权价,到期日以及权利金等详情并未披露。因此,市场难以确定有关投资是否是纯粹的拋空,还是有其他动机。按照 Tesla 3月末的收市价667.93美元计,上述股份市值为5.344亿美元。</p>\n<p>Michael Burry在周五以电邮回应媒体查询时称,这批认沽期权是一宗交易,公众对于有关披露讯息存在误解。他没准备通过持有认沽期权来拋空数以亿美元计的证券。不过,Burry一直对特斯拉的高昂估值存在疑问,他曾经在推特上表示,特斯拉依靠监管积分来创造盈利是对公司长期前景的阻碍,不过相关推文随后被删除。</p>","source":"highlight_zhitongcaijin","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>“大空头”Michael Burry称并未沽空特斯拉</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“大空头”Michael Burry称并未沽空特斯拉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-16 11:29 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/576039.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>有市场消息称,电影《大空头》男主角原型、传奇对冲基金经理Michael Burry已经不再持有特斯拉的短仓,并表示关于他持有特斯拉认沽期权,只是一宗交易。\nMichael Burry所拥有的资产管理公司 Scion 在5月交给SEC的监管文件披露,截止到今年3月末,持有与80.01万股特斯拉的认沽期权。但是期权的行权价,到期日以及权利金等详情并未披露。因此,市场难以确定有关投资是否是纯粹的拋空,...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/576039.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/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.zhitongcaijing.com/content/detail/576039.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1124551620","content_text":"有市场消息称,电影《大空头》男主角原型、传奇对冲基金经理Michael Burry已经不再持有特斯拉的短仓,并表示关于他持有特斯拉认沽期权,只是一宗交易。\nMichael Burry所拥有的资产管理公司 Scion 在5月交给SEC的监管文件披露,截止到今年3月末,持有与80.01万股特斯拉的认沽期权。但是期权的行权价,到期日以及权利金等详情并未披露。因此,市场难以确定有关投资是否是纯粹的拋空,还是有其他动机。按照 Tesla 3月末的收市价667.93美元计,上述股份市值为5.344亿美元。\nMichael Burry在周五以电邮回应媒体查询时称,这批认沽期权是一宗交易,公众对于有关披露讯息存在误解。他没准备通过持有认沽期权来拋空数以亿美元计的证券。不过,Burry一直对特斯拉的高昂估值存在疑问,他曾经在推特上表示,特斯拉依靠监管积分来创造盈利是对公司长期前景的阻碍,不过相关推文随后被删除。","news_type":1},"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":886155385,"gmtCreate":1631577108347,"gmtModify":1632807541954,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581753589389427","authorIdStr":"3581753589389427"},"themes":[],"htmlText":"AAPL [看涨] [强] ","listText":"AAPL [看涨] [强] ","text":"AAPL [看涨] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/886155385","repostId":"2167558747","repostType":4,"repost":{"id":"2167558747","kind":"highlight","pubTimestamp":1631575709,"share":"https://www.laohu8.com/m/news/2167558747?lang=&edition=full","pubTime":"2021-09-14 07:28","market":"us","language":"zh","title":"苹果尚未决定是否对Epic诉苹果的裁决提出上诉","url":"https://stock-news.laohu8.com/highlight/detail?id=2167558747","media":"新浪财经","summary":" 苹果公司今天表示,该公司仍在权衡是否对上周的Epic诉苹果反垄断裁决提出上诉。在与记者的通话中,一位代表说,苹果仍在评估其法律选项,尚未就其下一步作出决定。这一立场与Epic形成鲜明对比,后者昨天高调宣布打算上诉。她裁定Epic为违反其开发者合同支付赔偿金。 对于是否会禁止《堡垒之夜》之外的任何与Epic相关的应用程序,苹果公司还没有表态。","content":"<p>苹果公司今天表示,该公司仍在权衡是否对上周的Epic诉苹果反垄断裁决提出上诉。在与记者的通话中,一位代表说,苹果仍在评估其法律选项,尚未就其下一步作出决定。这一立场与Epic形成鲜明对比,后者昨天高调宣布打算上诉。<img src=\"https://static.tigerbbs.com/1ce1c51bf2d40d522839eba89e4d8461\" tg-width=\"700\" tg-height=\"466\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">苹果公司重申了它上周采取的立场,认为该裁决是一个近乎完全的胜利。法官Yvonne Gonzalez Rogers驳回了Epic的10项索赔中的9项,包括要求iOS允许第三方应用商店和支付赔偿。她裁定Epic为违反其开发者合同支付赔偿金。苹果也不必将Epic的热门游戏《堡垒之夜》带回到iOS应用商店,它可以选择终止其他与Epic合作的开发者账户。</p>\n<p>对于是否会禁止《堡垒之夜》之外的任何与Epic相关的应用程序,苹果公司还没有表态。在被问及评论时,一位代表说,苹果仍在研究关于Epic在iOS上的未来的选择。</p>\n<p>去年,Epic说苹果可能会切断对iOS上广泛使用的虚幻引擎的支持,这是他们之间冲突的核心。现在看来,理论上这是可能的,但到目前为止,苹果表现得较为克制,仅仅表示如果《堡垒之夜》取消非苹果应用内购买选项,它将“欢迎”《堡垒之夜》重新进入App Store。</p>\n<p>虽然苹果赢得了大部分诉讼请求,但它的独家支付规则被认为违反了加州的反垄断法。法院命令将要求它让开发者在其应用程序之外链接到其他的支付选项,尽管他们仍然需要在应用程序中使用苹果的应用内购买系统。如果选择苹果不上诉并赢得延期,该法庭命令将于12月生效。</p>\n<p>苹果公司表示,它正在研究如何改变其规则以遵守该命令,并对服务条款进行行文上的改动。</p>","source":"sina_us","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>苹果尚未决定是否对Epic诉苹果的裁决提出上诉</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苹果尚未决定是否对Epic诉苹果的裁决提出上诉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-14 07:28 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2021-09-14/doc-iktzscyx4044937.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>苹果公司今天表示,该公司仍在权衡是否对上周的Epic诉苹果反垄断裁决提出上诉。在与记者的通话中,一位代表说,苹果仍在评估其法律选项,尚未就其下一步作出决定。这一立场与Epic形成鲜明对比,后者昨天高调宣布打算上诉。苹果公司重申了它上周采取的立场,认为该裁决是一个近乎完全的胜利。法官Yvonne Gonzalez Rogers驳回了Epic的10项索赔中的9项,包括要求iOS允许第三方应用商店和支付...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-09-14/doc-iktzscyx4044937.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/1ce1c51bf2d40d522839eba89e4d8461","relate_stocks":{"AAPL":"苹果"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-09-14/doc-iktzscyx4044937.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2167558747","content_text":"苹果公司今天表示,该公司仍在权衡是否对上周的Epic诉苹果反垄断裁决提出上诉。在与记者的通话中,一位代表说,苹果仍在评估其法律选项,尚未就其下一步作出决定。这一立场与Epic形成鲜明对比,后者昨天高调宣布打算上诉。苹果公司重申了它上周采取的立场,认为该裁决是一个近乎完全的胜利。法官Yvonne Gonzalez Rogers驳回了Epic的10项索赔中的9项,包括要求iOS允许第三方应用商店和支付赔偿。她裁定Epic为违反其开发者合同支付赔偿金。苹果也不必将Epic的热门游戏《堡垒之夜》带回到iOS应用商店,它可以选择终止其他与Epic合作的开发者账户。\n对于是否会禁止《堡垒之夜》之外的任何与Epic相关的应用程序,苹果公司还没有表态。在被问及评论时,一位代表说,苹果仍在研究关于Epic在iOS上的未来的选择。\n去年,Epic说苹果可能会切断对iOS上广泛使用的虚幻引擎的支持,这是他们之间冲突的核心。现在看来,理论上这是可能的,但到目前为止,苹果表现得较为克制,仅仅表示如果《堡垒之夜》取消非苹果应用内购买选项,它将“欢迎”《堡垒之夜》重新进入App Store。\n虽然苹果赢得了大部分诉讼请求,但它的独家支付规则被认为违反了加州的反垄断法。法院命令将要求它让开发者在其应用程序之外链接到其他的支付选项,尽管他们仍然需要在应用程序中使用苹果的应用内购买系统。如果选择苹果不上诉并赢得延期,该法庭命令将于12月生效。\n苹果公司表示,它正在研究如何改变其规则以遵守该命令,并对服务条款进行行文上的改动。","news_type":1},"isVote":1,"tweetType":1,"viewCount":183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":161507510,"gmtCreate":1623933091630,"gmtModify":1631884483910,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581753589389427","authorIdStr":"3581753589389427"},"themes":[],"htmlText":"Nasdaq pls go up up. ","listText":"Nasdaq pls go up up. ","text":"Nasdaq pls go up up.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161507510","repostId":"1185082331","repostType":4,"repost":{"id":"1185082331","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1623931553,"share":"https://www.laohu8.com/m/news/1185082331?lang=&edition=full","pubTime":"2021-06-17 20:05","market":"us","language":"en","title":"Toplines Before US Market Open on Thursday","url":"https://stock-news.laohu8.com/highlight/detail?id=1185082331","media":"Tiger Newspress","summary":"Technology stocks were set to lead Wall Street lower on Thursday after the Federal Reserve signaled ","content":"<p>Technology stocks were set to lead Wall Street lower on Thursday after the Federal Reserve signaled it could start tapering its massive stimulus earlier than expected, piling pressure on a sector that is seen as vulnerable to higher interest rates.</p>\n<p>At 8:05 a.m. ET, Dow E-minis were down 61 points, or 0.18%, S&P 500 E-minis were down 9.5 points, or 0.23% and Nasdaq 100 E-minis fell 52.75 points, or 0.38%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c87220b14c23fa1ef2d424bd7883caf\" tg-width=\"584\" tg-height=\"215\"><span>*Source From Tiger Trade, EST 08:05</span></p>\n<p>Powell said progress toward the Fed's dual employment and inflation goals were happening somewhat faster than expected. Central bankers raised their GDP expectations for this year to 7% from 6.5% previously. </p>\n<p>Their unemployment rate estimate remained unchanged at 4.5%. In further evidence that the resumption of business activity has helped get people back to work, the government's latest initial jobless claims total is expected to drop to a new pandemic low of 360,000 for last week. </p>\n<p>The report is issued at 8:30 a.m. ET Thursday. Two weeks ago, new filings for unemployment benefits went below 400,000 for the first time since March 2020.</p>\n<p><b>Stocks making the biggest moves in the premarket:</b></p>\n<p><b>CureVac(CVAC)</b> – CureVac shares plunged 46.2% in the premarket after the German drugmaker reported disappointing results from a study of its experimental Covid-19 vaccine. The treatment was 47% effective in a clinical trial, compared to more than 90% for other mRNA-based vaccines fromModerna(MRNA) andPfizer(PFE).</p>\n<p><b>Novavax(NVAX),BioNTech(BNTX)</b> – On the heels of the CureVac news, Novavax added 3.4% in the premarket while BioNTech rose 2.6%. BioNTech's Covid vaccine – developed in partnership with Pfizer – is already approved for use in the US, while Novavax reported 90% efficacy for its vaccine in a recent study.</p>\n<p><b>The Honest Company(HNST)</b> – The household products maker reported a wider-than-expected loss in its first quarter as a public company, although revenue was better than analysts had anticipated. Sales got a boost from pandemic-induced demand for sanitizing products. The stock tumbled 8.3% in premarket trading.</p>\n<p><b>Tenet Healthcare(THC)</b> – The hospital operator's shares jumped 3.5% in the premarket, after it announced the sale of five hospitals and associated physician practices in Florida to Steward Health Care for about $1.1 billion.</p>\n<p><b>Lennar(LEN)</b> – Lennar earned $2.65 per share for its latest quarter, beating the $2.36 a share consensus estimate. Revenue topped forecasts as well. The home builder is dealing with higher input costs and a labor shortage, but the lack of homes for sale in the U.S. helped push prices higher and expand Lennar's profit margins significantly over a year earlier.</p>\n<p><b>Dell Technologies(DELL)</b> – Dell was chosen byDish Network(DISH) to build key parts of the 5G network the satellite TV operator is building in the United States. Dish will launch 5G service in Las Vegas later this year and plans to cover 70% of the U.S. with its network by mid-2023.</p>\n<p><b>Fisker(FSR)</b> – Fisker shares added 2.8% in the premarket after the electric vehicle maker signed a long-term manufacturing agreement withMagna International(MGA). Magna will build the Fisker Ocean electric SUV starting in November 2022.</p>\n<p><b>Aon(AON)</b>,Willis Towers Watson(WLTW) – The U.S. Justice Department sued to block insurance company Aon's deal to buy consulting firm Willis Towers Watson for $35 billion. The department said the combinationcould eliminate competitionin several different markets. Aon and Willis Towers said the move showed a lack of understanding of their businesses, clients and the markets in which they operate.</p>\n<p><b>Akamai Technologies(AKAM)</b> – A variety of financial institutions, governments and airlines experienced brief website outages early Thursday. Some of the outages were linked to a failure at web services company Akamai Technologies, according to people familiar with the matter who spoke to Bloomberg. Akamai said it was aware of the issue and was working to restore service as soon as possible. Shares fell 1.5% in premarket trading.</p>\n<p><b>O'Reilly Automotive(ORLY)</b> – The auto parts retailer struck a new $1.8 billion revolving credit agreement with a group of banks led byJPMorgan Chase(JPM).</p>\n<p><b>Jack In The Box(JACK)</b> – The restaurant chain was rated \"outperform\" in new coverage at RBC Capital, which noted the stock's discounted valuation compared to its peers as well as upbeat prospects for new restaurant growth.</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>Toplines Before US Market Open on Thursday</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\">\nToplines Before US Market Open on Thursday\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time\">2021-06-17 20:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>Technology stocks were set to lead Wall Street lower on Thursday after the Federal Reserve signaled it could start tapering its massive stimulus earlier than expected, piling pressure on a sector that is seen as vulnerable to higher interest rates.</p>\n<p>At 8:05 a.m. ET, Dow E-minis were down 61 points, or 0.18%, S&P 500 E-minis were down 9.5 points, or 0.23% and Nasdaq 100 E-minis fell 52.75 points, or 0.38%.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c87220b14c23fa1ef2d424bd7883caf\" tg-width=\"584\" tg-height=\"215\"><span>*Source From Tiger Trade, EST 08:05</span></p>\n<p>Powell said progress toward the Fed's dual employment and inflation goals were happening somewhat faster than expected. Central bankers raised their GDP expectations for this year to 7% from 6.5% previously. </p>\n<p>Their unemployment rate estimate remained unchanged at 4.5%. In further evidence that the resumption of business activity has helped get people back to work, the government's latest initial jobless claims total is expected to drop to a new pandemic low of 360,000 for last week. </p>\n<p>The report is issued at 8:30 a.m. ET Thursday. Two weeks ago, new filings for unemployment benefits went below 400,000 for the first time since March 2020.</p>\n<p><b>Stocks making the biggest moves in the premarket:</b></p>\n<p><b>CureVac(CVAC)</b> – CureVac shares plunged 46.2% in the premarket after the German drugmaker reported disappointing results from a study of its experimental Covid-19 vaccine. The treatment was 47% effective in a clinical trial, compared to more than 90% for other mRNA-based vaccines fromModerna(MRNA) andPfizer(PFE).</p>\n<p><b>Novavax(NVAX),BioNTech(BNTX)</b> – On the heels of the CureVac news, Novavax added 3.4% in the premarket while BioNTech rose 2.6%. BioNTech's Covid vaccine – developed in partnership with Pfizer – is already approved for use in the US, while Novavax reported 90% efficacy for its vaccine in a recent study.</p>\n<p><b>The Honest Company(HNST)</b> – The household products maker reported a wider-than-expected loss in its first quarter as a public company, although revenue was better than analysts had anticipated. Sales got a boost from pandemic-induced demand for sanitizing products. The stock tumbled 8.3% in premarket trading.</p>\n<p><b>Tenet Healthcare(THC)</b> – The hospital operator's shares jumped 3.5% in the premarket, after it announced the sale of five hospitals and associated physician practices in Florida to Steward Health Care for about $1.1 billion.</p>\n<p><b>Lennar(LEN)</b> – Lennar earned $2.65 per share for its latest quarter, beating the $2.36 a share consensus estimate. Revenue topped forecasts as well. The home builder is dealing with higher input costs and a labor shortage, but the lack of homes for sale in the U.S. helped push prices higher and expand Lennar's profit margins significantly over a year earlier.</p>\n<p><b>Dell Technologies(DELL)</b> – Dell was chosen byDish Network(DISH) to build key parts of the 5G network the satellite TV operator is building in the United States. Dish will launch 5G service in Las Vegas later this year and plans to cover 70% of the U.S. with its network by mid-2023.</p>\n<p><b>Fisker(FSR)</b> – Fisker shares added 2.8% in the premarket after the electric vehicle maker signed a long-term manufacturing agreement withMagna International(MGA). Magna will build the Fisker Ocean electric SUV starting in November 2022.</p>\n<p><b>Aon(AON)</b>,Willis Towers Watson(WLTW) – The U.S. Justice Department sued to block insurance company Aon's deal to buy consulting firm Willis Towers Watson for $35 billion. The department said the combinationcould eliminate competitionin several different markets. Aon and Willis Towers said the move showed a lack of understanding of their businesses, clients and the markets in which they operate.</p>\n<p><b>Akamai Technologies(AKAM)</b> – A variety of financial institutions, governments and airlines experienced brief website outages early Thursday. Some of the outages were linked to a failure at web services company Akamai Technologies, according to people familiar with the matter who spoke to Bloomberg. Akamai said it was aware of the issue and was working to restore service as soon as possible. Shares fell 1.5% in premarket trading.</p>\n<p><b>O'Reilly Automotive(ORLY)</b> – The auto parts retailer struck a new $1.8 billion revolving credit agreement with a group of banks led byJPMorgan Chase(JPM).</p>\n<p><b>Jack In The Box(JACK)</b> – The restaurant chain was rated \"outperform\" in new coverage at RBC Capital, which noted the stock's discounted valuation compared to its peers as well as upbeat prospects for new restaurant growth.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185082331","content_text":"Technology stocks were set to lead Wall Street lower on Thursday after the Federal Reserve signaled it could start tapering its massive stimulus earlier than expected, piling pressure on a sector that is seen as vulnerable to higher interest rates.\nAt 8:05 a.m. ET, Dow E-minis were down 61 points, or 0.18%, S&P 500 E-minis were down 9.5 points, or 0.23% and Nasdaq 100 E-minis fell 52.75 points, or 0.38%.\n*Source From Tiger Trade, EST 08:05\nPowell said progress toward the Fed's dual employment and inflation goals were happening somewhat faster than expected. Central bankers raised their GDP expectations for this year to 7% from 6.5% previously. \nTheir unemployment rate estimate remained unchanged at 4.5%. In further evidence that the resumption of business activity has helped get people back to work, the government's latest initial jobless claims total is expected to drop to a new pandemic low of 360,000 for last week. \nThe report is issued at 8:30 a.m. ET Thursday. Two weeks ago, new filings for unemployment benefits went below 400,000 for the first time since March 2020.\nStocks making the biggest moves in the premarket:\nCureVac(CVAC) – CureVac shares plunged 46.2% in the premarket after the German drugmaker reported disappointing results from a study of its experimental Covid-19 vaccine. The treatment was 47% effective in a clinical trial, compared to more than 90% for other mRNA-based vaccines fromModerna(MRNA) andPfizer(PFE).\nNovavax(NVAX),BioNTech(BNTX) – On the heels of the CureVac news, Novavax added 3.4% in the premarket while BioNTech rose 2.6%. BioNTech's Covid vaccine – developed in partnership with Pfizer – is already approved for use in the US, while Novavax reported 90% efficacy for its vaccine in a recent study.\nThe Honest Company(HNST) – The household products maker reported a wider-than-expected loss in its first quarter as a public company, although revenue was better than analysts had anticipated. Sales got a boost from pandemic-induced demand for sanitizing products. The stock tumbled 8.3% in premarket trading.\nTenet Healthcare(THC) – The hospital operator's shares jumped 3.5% in the premarket, after it announced the sale of five hospitals and associated physician practices in Florida to Steward Health Care for about $1.1 billion.\nLennar(LEN) – Lennar earned $2.65 per share for its latest quarter, beating the $2.36 a share consensus estimate. Revenue topped forecasts as well. The home builder is dealing with higher input costs and a labor shortage, but the lack of homes for sale in the U.S. helped push prices higher and expand Lennar's profit margins significantly over a year earlier.\nDell Technologies(DELL) – Dell was chosen byDish Network(DISH) to build key parts of the 5G network the satellite TV operator is building in the United States. Dish will launch 5G service in Las Vegas later this year and plans to cover 70% of the U.S. with its network by mid-2023.\nFisker(FSR) – Fisker shares added 2.8% in the premarket after the electric vehicle maker signed a long-term manufacturing agreement withMagna International(MGA). Magna will build the Fisker Ocean electric SUV starting in November 2022.\nAon(AON),Willis Towers Watson(WLTW) – The U.S. Justice Department sued to block insurance company Aon's deal to buy consulting firm Willis Towers Watson for $35 billion. The department said the combinationcould eliminate competitionin several different markets. Aon and Willis Towers said the move showed a lack of understanding of their businesses, clients and the markets in which they operate.\nAkamai Technologies(AKAM) – A variety of financial institutions, governments and airlines experienced brief website outages early Thursday. Some of the outages were linked to a failure at web services company Akamai Technologies, according to people familiar with the matter who spoke to Bloomberg. Akamai said it was aware of the issue and was working to restore service as soon as possible. Shares fell 1.5% in premarket trading.\nO'Reilly Automotive(ORLY) – The auto parts retailer struck a new $1.8 billion revolving credit agreement with a group of banks led byJPMorgan Chase(JPM).\nJack In The Box(JACK) – The restaurant chain was rated \"outperform\" in new coverage at RBC Capital, which noted the stock's discounted valuation compared to its peers as well as upbeat prospects for new restaurant growth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}