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可芯1976
2021-10-18
$新加坡航空公司(C6L.SI)$
👍
可芯1976
2021-09-12
$比亚迪(002594)$
[流泪] [流泪] [流泪] [流泪] [流泪]
可芯1976
2021-10-13
$新加坡航空公司(C6L.SI)$
涨📈
可芯1976
2021-09-01
$STI ETF(ES3.SI)$
[流泪] [流泪]
可芯1976
2021-07-24
赞👍
站在10年周期起点,Snap最高华尔街目标价已达110美元
可芯1976
2021-08-31
$STI ETF(ES3.SI)$
[流泪] [流泪] [流泪] [流泪]
可芯1976
2021-07-23
说说你对这篇新闻的看法...
抱歉,原内容已删除
可芯1976
2021-09-27
$比亚迪(002594)$
[流泪] [流泪] [流泪]
可芯1976
2021-09-18
快涨涨📈
可芯1976
2021-09-18
$比亚迪(002594)$
[流泪] [流泪] [流泪] [流泪]
可芯1976
2021-09-03
再降就买进
可芯1976
2021-08-30
$STI ETF(ES3.SI)$
涨涨涨
可芯1976
2021-08-29
等等等等等
可芯1976
2021-08-28
再跌才买,[财迷] [财迷] [财迷]
可芯1976
2021-08-28
$STI ETF(ES3.SI)$
[捂脸]
可芯1976
2021-08-27
之前4.9时就想买进
可芯1976
2021-08-27
$STI ETF(ES3.SI)$
为什么这么低?
可芯1976
2021-07-27
👍赞
抱歉,原内容已删除
可芯1976
2021-07-22
真棒
特斯拉和一巨头牵手,目标是解决电池扩产的“最大顾虑”
可芯1976
2021-07-21
[微笑]
抱歉,原内容已删除
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href=\"https://laohu8.com/S/UBS\">瑞银</a>将Snap的目标价从85美元上调至92美元;<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>将该公司的目标价从89美元上调至94美元;巴克莱则将该公司的目标价从75上调至81美元;<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>将该公司的目标价从75美元上调至85美元。</p>","source":"jinrongjie_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>站在10年周期起点,Snap最高华尔街目标价已达110美元</title>\n<style 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href=\"http://usstock.jrj.com.cn/2021/07/24003833142455.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/082208e3c37780dd55878056410ffa43","relate_stocks":{"SNAP":"Snap Inc"},"source_url":"http://usstock.jrj.com.cn/2021/07/24003833142455.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153987948","content_text":"在Snap$(SNAP)$公布了好于市场预期的财报后,多家投行发布研报上调其目标价,其中瑞信更是将其目标价从90美元上调至110美元,还称这可能是一个潜在的10年周期的初始阶段。\n财报显示,Snap Q2营收为9.82亿美元,同比增长116%;净亏损为1.52亿美元,同比收窄53%;摊薄后每股亏损0.10美元,上年同期每股亏损0.23美元。\n第二季度日活跃用户数(DAU)为2.93亿,同比增长23%。预计2021年第三季度营收介于10.7亿美元至10.85亿美元之间,同比增长约58%至60%。\n投行KeyBanc分析师Justin Patterson将Snap目标价从80美元上调至88美元,并保持对该股的“增持”评级。Patterson表示,Snap第二季度的业绩增强了投资者的信心,认为该公司能够“弥补亏损”,并在中期维持约50%的增长。\nPiper Sandler分析师Thomas 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0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉和一巨头牵手,目标是解决电池扩产的“最大顾虑”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-22 22:30 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107222219457c23f505&s=b><strong>上海证券报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉又“牵手”了一大巨头。\n澳大利亚矿业巨头必和必拓7月22日宣布,与特斯拉签署镍供应协议,必和必拓旗下的西部镍业(Nickel West)将为特斯拉提供作为电池制造原料的镍。\n对于具体的合作内容,必和必拓没有公开。\n镍是生产动力电池的重要原材料之一,主要应用于三元材料电池。中国汽车动力电池产业创新联盟数据显示,2021年上半年,国内三元材料电池产量为36.9GWh,占总产量49.3%,同比累计...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107222219457c23f505&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/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107222219457c23f505&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2153674116","content_text":"特斯拉又“牵手”了一大巨头。\n澳大利亚矿业巨头必和必拓7月22日宣布,与特斯拉签署镍供应协议,必和必拓旗下的西部镍业(Nickel West)将为特斯拉提供作为电池制造原料的镍。\n对于具体的合作内容,必和必拓没有公开。\n镍是生产动力电池的重要原材料之一,主要应用于三元材料电池。中国汽车动力电池产业创新联盟数据显示,2021年上半年,国内三元材料电池产量为36.9GWh,占总产量49.3%,同比累计增长149.2%。\n随着三元材料电池产量快速增长,电池用镍需求日益旺盛。据上海有色网数据,上半年国内三元前驱体对镍需求量达到9.67万吨,同比增长153%。\n必和必拓首席商务官潘文怡(Vandita Pant)表示,据估计,电池制造对镍的需求在未来十年将增长五倍以上,主要用于支持世界日益增长的电动汽车市场需求。\n镍对特斯拉有多重要?特斯拉CEO马斯克此前曾多次表达对未来镍供应的担忧,他曾表态需要矿商生产更多的镍。\n当地时间今年2月25日,特斯拉CEO马斯克曾在社交媒体上表示,镍是特斯拉扩大锂电池产量的最大顾虑,并暗示“缺镍”导致特斯拉大规模运用磷酸铁锂电池路线。\n去年,马斯克还在二季度财报电话会议上对采矿业喊话:如果你们以环保的方式高效开采镍,特斯拉将给你们一份长期大合同。\n正如马斯克所暗示,由于对镍供给存在顾虑,特斯拉转而大规模运用磷酸铁锂电池。但至今磷酸铁锂能量密度低、里程短的问题仍没有有效解决。随着消费者对新能源汽车的高续航里程、轻量化的需求逐步提升,三元材料电池路线仍是无可替代的,这使镍资源保障问题日益受到这个行业的重视。\n而镍在电池中的主要作用在于提高能量密度,即电池所含的镍比例越高,电池所含电量也越高,反映到新能源汽车上就是续航能力越高。\n\n而从国际电池头部企业的动作来看,高镍三元电池路线将成为一大主流。\n2021年,宝马IX系列、大众ID系列、奔驰EQ系列等搭载高镍电池的新车型纷纷上市。在降成本和提升产品竞争力要求下,高镍三元路线日益获得业内认可,电池企业纷纷研发镍含量更高的下一代电池。\n中信期货认为,2025年全球新能源汽车市场三元材料电池占比将达到74%。根据未来三元材料高镍化的比例来估算,预计电池用镍需求量将达到27万吨,是2020年需求的将近4 倍。\n华泰期货认为,随着全球新能源汽车产量快速增长、三元电池高镍化进程推进,全球三元电池耗镍量持续攀升。2021年开始全球三元电池耗镍增量逐渐显著,对镍价逐步形成推动力量,成为镍消费格局改变的转折点。","news_type":1},"isVote":1,"tweetType":1,"viewCount":254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":176911131,"gmtCreate":1626853741723,"gmtModify":1631892517558,"author":{"id":"3586592229481546","authorId":"3586592229481546","name":"可芯1976","avatar":"https://static.tigerbbs.com/7d427c4a16aa58261bd69a7c31040cc0","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[微笑] ","listText":"[微笑] ","text":"[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/176911131","repostId":"2153848611","repostType":4,"isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}