+关注
Boeyshi
暂无个人介绍
IP属地：未知
0
关注
3
粉丝
0
主题
0
勋章
主贴
热门
Boeyshi
2022-09-01
$Avaya Holdings Corp.(AVYA)$
👍
Boeyshi
2022-08-30
$Advanced Human Imaging Ltd(AHI)$
[微笑]
Boeyshi
2022-08-29
[微笑]
@胖虎哒哒:今年表现最牛的两支半导体股票，还值得入手吗？
Boeyshi
2022-08-26
$远藤制药(ENDPQ)$
👍
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":4087461383656230,"uuid":"4087461383656230","gmtCreate":1624385572244,"gmtModify":1669346959101,"name":"Boeyshi","pinyin":"boeyshi","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/eb27b5fef6882ba16b982537fca541aa","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":3,"headSize":0,"tweetSize":12,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.05.28","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"93.46%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.06.29","exceedPercentage":"93.50%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-2","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识探索家","description":"观看学堂课程满20节","bigImgUrl":"https://static.tigerbbs.com/63cc10a4789c3eaa019b225a55136cf9","smallImgUrl":"https://static.tigerbbs.com/b1f0cbf3ae1b0a4593ddb3434df74ce0","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.09.12","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2006},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.06.02","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.04.08","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":6,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"未知","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":669040975,"gmtCreate":1662004827601,"gmtModify":1662004984332,"author":{"id":"4087461383656230","authorId":"4087461383656230","name":"Boeyshi","avatar":"https://static.tigerbbs.com/eb27b5fef6882ba16b982537fca541aa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AVYA\">$Avaya Holdings Corp.(AVYA)$</a>👍","listText":"<a href=\"https://laohu8.com/S/AVYA\">$Avaya Holdings Corp.(AVYA)$</a>👍","text":"$Avaya Holdings Corp.(AVYA)$👍","images":[{"img":"https://static.tigerbbs.com/a8b846a28af8ab019f6e13926eee9e75","width":"1284","height":"2472"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/669040975","isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":660405159,"gmtCreate":1661850974076,"gmtModify":1661851129198,"author":{"id":"4087461383656230","authorId":"4087461383656230","name":"Boeyshi","avatar":"https://static.tigerbbs.com/eb27b5fef6882ba16b982537fca541aa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AHI\">$Advanced Human Imaging Ltd(AHI)$</a>[微笑] ","listText":"<a href=\"https://laohu8.com/S/AHI\">$Advanced Human Imaging Ltd(AHI)$</a>[微笑] ","text":"$Advanced Human Imaging Ltd(AHI)$[微笑]","images":[{"img":"https://static.tigerbbs.com/3ea5c5f29f08cbec1cd67f4655b8049e","width":"1284","height":"2580"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/660405159","isVote":1,"tweetType":1,"viewCount":661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":660224782,"gmtCreate":1661768718451,"gmtModify":1661768719165,"author":{"id":"4087461383656230","authorId":"4087461383656230","name":"Boeyshi","avatar":"https://static.tigerbbs.com/eb27b5fef6882ba16b982537fca541aa","crmLevel":1,"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/660224782","repostId":"660338097","repostType":1,"repost":{"id":660338097,"gmtCreate":1661416619377,"gmtModify":1661425392175,"author":{"id":"3510558082622800","authorId":"3510558082622800","name":"胖虎哒哒","avatar":"https://static.tigerbbs.com/75b95d9326c02813b7b87ba8c1eccb5a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"今年表现最牛的两支半导体股票，还值得入手吗？","htmlText":"英伟达今天发了财报，印象最深的是老黄说未来汽车业务将成为英伟达下一个10亿美元级业务。扫了一眼费城半导体指数，发现成分股里面做汽车芯片上游的<a href=\"https://laohu8.com/S/ON\">$安森美半导体(ON)$</a> 和<a href=\"https://laohu8.com/S/WOLF\">$Wolfspeed Inc.(WOLF)$</a> 都创新高了!拉长时间看，这安森半导体和Wolfspeed从今年低点持续反弹，截止昨日收盘价涨幅分别高达63%和98%，是今年费城半导体指数中表现最好的芯片股。Wolfspeed和安森美半导体为何如此强势？背后关键因素是什么？碳化硅龙头业绩超预期Wolfspeed是一家有35年历史的公司，直到去年10月还被称为Cree。它改变了公司名称和股票代码，因为现在它的大部分产品都以Wolfspeed品牌销售。它销售碳化硅材料，电源开关设备和射频芯片广泛的行业。Wolfspeed 通过生产由碳化硅和氮化镓材料制成的宽带隙 (WBG) 半导体，使其与业内同行脱颖而出。与使用更传统材料（如硅和砷化镓）生产的芯片相比，WBG 半导体可以在更高的电压、温度和频率下工作。这种能源效率使 WBG 芯片成为短长度 LED、激光器、5G 基站和军用雷达的理想选择。电动汽车制造商也使用碳化硅来生产电池和动力系统。Wolfspeed公布，2022财年第四财季收入同比增长56.7%至2.285亿美元，比预期高出2090万美元；经调整每股亏损2美分，而华尔街普遍预计每股亏损10美分。首席执行官Gregg Lowe表示，公司在莫霍克谷开设了全球首个全自动8英寸碳化硅晶圆厂，在提高盈利能力的同时，收入增长方面也取得了重大进展。第四财季Design-in营收达到创纪录的26亿美元，加上前两个季度各16亿美元，进一步证明了2026年收入继续上行的潜力，现","listText":"英伟达今天发了财报，印象最深的是老黄说未来汽车业务将成为英伟达下一个10亿美元级业务。扫了一眼费城半导体指数，发现成分股里面做汽车芯片上游的<a href=\"https://laohu8.com/S/ON\">$安森美半导体(ON)$</a> 和<a href=\"https://laohu8.com/S/WOLF\">$Wolfspeed Inc.(WOLF)$</a> 都创新高了!拉长时间看，这安森半导体和Wolfspeed从今年低点持续反弹，截止昨日收盘价涨幅分别高达63%和98%，是今年费城半导体指数中表现最好的芯片股。Wolfspeed和安森美半导体为何如此强势？背后关键因素是什么？碳化硅龙头业绩超预期Wolfspeed是一家有35年历史的公司，直到去年10月还被称为Cree。它改变了公司名称和股票代码，因为现在它的大部分产品都以Wolfspeed品牌销售。它销售碳化硅材料，电源开关设备和射频芯片广泛的行业。Wolfspeed 通过生产由碳化硅和氮化镓材料制成的宽带隙 (WBG) 半导体，使其与业内同行脱颖而出。与使用更传统材料（如硅和砷化镓）生产的芯片相比，WBG 半导体可以在更高的电压、温度和频率下工作。这种能源效率使 WBG 芯片成为短长度 LED、激光器、5G 基站和军用雷达的理想选择。电动汽车制造商也使用碳化硅来生产电池和动力系统。Wolfspeed公布，2022财年第四财季收入同比增长56.7%至2.285亿美元，比预期高出2090万美元；经调整每股亏损2美分，而华尔街普遍预计每股亏损10美分。首席执行官Gregg Lowe表示，公司在莫霍克谷开设了全球首个全自动8英寸碳化硅晶圆厂，在提高盈利能力的同时，收入增长方面也取得了重大进展。第四财季Design-in营收达到创纪录的26亿美元，加上前两个季度各16亿美元，进一步证明了2026年收入继续上行的潜力，现","text":"英伟达今天发了财报，印象最深的是老黄说未来汽车业务将成为英伟达下一个10亿美元级业务。扫了一眼费城半导体指数，发现成分股里面做汽车芯片上游的$安森美半导体(ON)$ 和$Wolfspeed Inc.(WOLF)$ 都创新高了!拉长时间看，这安森半导体和Wolfspeed从今年低点持续反弹，截止昨日收盘价涨幅分别高达63%和98%，是今年费城半导体指数中表现最好的芯片股。Wolfspeed和安森美半导体为何如此强势？背后关键因素是什么？碳化硅龙头业绩超预期Wolfspeed是一家有35年历史的公司，直到去年10月还被称为Cree。它改变了公司名称和股票代码，因为现在它的大部分产品都以Wolfspeed品牌销售。它销售碳化硅材料，电源开关设备和射频芯片广泛的行业。Wolfspeed 通过生产由碳化硅和氮化镓材料制成的宽带隙 (WBG) 半导体，使其与业内同行脱颖而出。与使用更传统材料（如硅和砷化镓）生产的芯片相比，WBG 半导体可以在更高的电压、温度和频率下工作。这种能源效率使 WBG 芯片成为短长度 LED、激光器、5G 基站和军用雷达的理想选择。电动汽车制造商也使用碳化硅来生产电池和动力系统。Wolfspeed公布，2022财年第四财季收入同比增长56.7%至2.285亿美元，比预期高出2090万美元；经调整每股亏损2美分，而华尔街普遍预计每股亏损10美分。首席执行官Gregg Lowe表示，公司在莫霍克谷开设了全球首个全自动8英寸碳化硅晶圆厂，在提高盈利能力的同时，收入增长方面也取得了重大进展。第四财季Design-in营收达到创纪录的26亿美元，加上前两个季度各16亿美元，进一步证明了2026年收入继续上行的潜力，现","images":[{"img":"https://static.tigerbbs.com/9a35281a2a797f2b92e51d7e1752277f","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/e7e28a87e493decb135512934ef8954a","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/104b1183999e4bb14b19f6e7892e441a","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/660338097","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":660867743,"gmtCreate":1661529330284,"gmtModify":1661530788085,"author":{"id":"4087461383656230","authorId":"4087461383656230","name":"Boeyshi","avatar":"https://static.tigerbbs.com/eb27b5fef6882ba16b982537fca541aa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ENDPQ\">$远藤制药(ENDPQ)$</a>👍","listText":"<a href=\"https://laohu8.com/S/ENDPQ\">$远藤制药(ENDPQ)$</a>👍","text":"$远藤制药(ENDPQ)$👍","images":[{"img":"https://static.tigerbbs.com/6e2d2966e98eee36ed3dcb06750e97ef","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/660867743","isVote":1,"tweetType":1,"viewCount":709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":669040975,"gmtCreate":1662004827601,"gmtModify":1662004984332,"author":{"id":"4087461383656230","authorId":"4087461383656230","name":"Boeyshi","avatar":"https://static.tigerbbs.com/eb27b5fef6882ba16b982537fca541aa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AVYA\">$Avaya Holdings Corp.(AVYA)$</a>👍","listText":"<a href=\"https://laohu8.com/S/AVYA\">$Avaya Holdings Corp.(AVYA)$</a>👍","text":"$Avaya Holdings Corp.(AVYA)$👍","images":[{"img":"https://static.tigerbbs.com/a8b846a28af8ab019f6e13926eee9e75","width":"1284","height":"2472"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/669040975","isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":660405159,"gmtCreate":1661850974076,"gmtModify":1661851129198,"author":{"id":"4087461383656230","authorId":"4087461383656230","name":"Boeyshi","avatar":"https://static.tigerbbs.com/eb27b5fef6882ba16b982537fca541aa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AHI\">$Advanced Human Imaging Ltd(AHI)$</a>[微笑] ","listText":"<a href=\"https://laohu8.com/S/AHI\">$Advanced Human Imaging Ltd(AHI)$</a>[微笑] ","text":"$Advanced Human Imaging Ltd(AHI)$[微笑]","images":[{"img":"https://static.tigerbbs.com/3ea5c5f29f08cbec1cd67f4655b8049e","width":"1284","height":"2580"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/660405159","isVote":1,"tweetType":1,"viewCount":661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":660224782,"gmtCreate":1661768718451,"gmtModify":1661768719165,"author":{"id":"4087461383656230","authorId":"4087461383656230","name":"Boeyshi","avatar":"https://static.tigerbbs.com/eb27b5fef6882ba16b982537fca541aa","crmLevel":1,"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/660224782","repostId":"660338097","repostType":1,"repost":{"id":660338097,"gmtCreate":1661416619377,"gmtModify":1661425392175,"author":{"id":"3510558082622800","authorId":"3510558082622800","name":"胖虎哒哒","avatar":"https://static.tigerbbs.com/75b95d9326c02813b7b87ba8c1eccb5a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"今年表现最牛的两支半导体股票，还值得入手吗？","htmlText":"英伟达今天发了财报，印象最深的是老黄说未来汽车业务将成为英伟达下一个10亿美元级业务。扫了一眼费城半导体指数，发现成分股里面做汽车芯片上游的<a href=\"https://laohu8.com/S/ON\">$安森美半导体(ON)$</a> 和<a href=\"https://laohu8.com/S/WOLF\">$Wolfspeed Inc.(WOLF)$</a> 都创新高了!拉长时间看，这安森半导体和Wolfspeed从今年低点持续反弹，截止昨日收盘价涨幅分别高达63%和98%，是今年费城半导体指数中表现最好的芯片股。Wolfspeed和安森美半导体为何如此强势？背后关键因素是什么？碳化硅龙头业绩超预期Wolfspeed是一家有35年历史的公司，直到去年10月还被称为Cree。它改变了公司名称和股票代码，因为现在它的大部分产品都以Wolfspeed品牌销售。它销售碳化硅材料，电源开关设备和射频芯片广泛的行业。Wolfspeed 通过生产由碳化硅和氮化镓材料制成的宽带隙 (WBG) 半导体，使其与业内同行脱颖而出。与使用更传统材料（如硅和砷化镓）生产的芯片相比，WBG 半导体可以在更高的电压、温度和频率下工作。这种能源效率使 WBG 芯片成为短长度 LED、激光器、5G 基站和军用雷达的理想选择。电动汽车制造商也使用碳化硅来生产电池和动力系统。Wolfspeed公布，2022财年第四财季收入同比增长56.7%至2.285亿美元，比预期高出2090万美元；经调整每股亏损2美分，而华尔街普遍预计每股亏损10美分。首席执行官Gregg Lowe表示，公司在莫霍克谷开设了全球首个全自动8英寸碳化硅晶圆厂，在提高盈利能力的同时，收入增长方面也取得了重大进展。第四财季Design-in营收达到创纪录的26亿美元，加上前两个季度各16亿美元，进一步证明了2026年收入继续上行的潜力，现","listText":"英伟达今天发了财报，印象最深的是老黄说未来汽车业务将成为英伟达下一个10亿美元级业务。扫了一眼费城半导体指数，发现成分股里面做汽车芯片上游的<a href=\"https://laohu8.com/S/ON\">$安森美半导体(ON)$</a> 和<a href=\"https://laohu8.com/S/WOLF\">$Wolfspeed Inc.(WOLF)$</a> 都创新高了!拉长时间看，这安森半导体和Wolfspeed从今年低点持续反弹，截止昨日收盘价涨幅分别高达63%和98%，是今年费城半导体指数中表现最好的芯片股。Wolfspeed和安森美半导体为何如此强势？背后关键因素是什么？碳化硅龙头业绩超预期Wolfspeed是一家有35年历史的公司，直到去年10月还被称为Cree。它改变了公司名称和股票代码，因为现在它的大部分产品都以Wolfspeed品牌销售。它销售碳化硅材料，电源开关设备和射频芯片广泛的行业。Wolfspeed 通过生产由碳化硅和氮化镓材料制成的宽带隙 (WBG) 半导体，使其与业内同行脱颖而出。与使用更传统材料（如硅和砷化镓）生产的芯片相比，WBG 半导体可以在更高的电压、温度和频率下工作。这种能源效率使 WBG 芯片成为短长度 LED、激光器、5G 基站和军用雷达的理想选择。电动汽车制造商也使用碳化硅来生产电池和动力系统。Wolfspeed公布，2022财年第四财季收入同比增长56.7%至2.285亿美元，比预期高出2090万美元；经调整每股亏损2美分，而华尔街普遍预计每股亏损10美分。首席执行官Gregg Lowe表示，公司在莫霍克谷开设了全球首个全自动8英寸碳化硅晶圆厂，在提高盈利能力的同时，收入增长方面也取得了重大进展。第四财季Design-in营收达到创纪录的26亿美元，加上前两个季度各16亿美元，进一步证明了2026年收入继续上行的潜力，现","text":"英伟达今天发了财报，印象最深的是老黄说未来汽车业务将成为英伟达下一个10亿美元级业务。扫了一眼费城半导体指数，发现成分股里面做汽车芯片上游的$安森美半导体(ON)$ 和$Wolfspeed Inc.(WOLF)$ 都创新高了!拉长时间看，这安森半导体和Wolfspeed从今年低点持续反弹，截止昨日收盘价涨幅分别高达63%和98%，是今年费城半导体指数中表现最好的芯片股。Wolfspeed和安森美半导体为何如此强势？背后关键因素是什么？碳化硅龙头业绩超预期Wolfspeed是一家有35年历史的公司，直到去年10月还被称为Cree。它改变了公司名称和股票代码，因为现在它的大部分产品都以Wolfspeed品牌销售。它销售碳化硅材料，电源开关设备和射频芯片广泛的行业。Wolfspeed 通过生产由碳化硅和氮化镓材料制成的宽带隙 (WBG) 半导体，使其与业内同行脱颖而出。与使用更传统材料（如硅和砷化镓）生产的芯片相比，WBG 半导体可以在更高的电压、温度和频率下工作。这种能源效率使 WBG 芯片成为短长度 LED、激光器、5G 基站和军用雷达的理想选择。电动汽车制造商也使用碳化硅来生产电池和动力系统。Wolfspeed公布，2022财年第四财季收入同比增长56.7%至2.285亿美元，比预期高出2090万美元；经调整每股亏损2美分，而华尔街普遍预计每股亏损10美分。首席执行官Gregg Lowe表示，公司在莫霍克谷开设了全球首个全自动8英寸碳化硅晶圆厂，在提高盈利能力的同时，收入增长方面也取得了重大进展。第四财季Design-in营收达到创纪录的26亿美元，加上前两个季度各16亿美元，进一步证明了2026年收入继续上行的潜力，现","images":[{"img":"https://static.tigerbbs.com/9a35281a2a797f2b92e51d7e1752277f","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/e7e28a87e493decb135512934ef8954a","width":"-1","height":"-1"},{"img":"https://static.tigerbbs.com/104b1183999e4bb14b19f6e7892e441a","width":"-1","height":"-1"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/660338097","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":660867743,"gmtCreate":1661529330284,"gmtModify":1661530788085,"author":{"id":"4087461383656230","authorId":"4087461383656230","name":"Boeyshi","avatar":"https://static.tigerbbs.com/eb27b5fef6882ba16b982537fca541aa","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ENDPQ\">$远藤制药(ENDPQ)$</a>👍","listText":"<a href=\"https://laohu8.com/S/ENDPQ\">$远藤制药(ENDPQ)$</a>👍","text":"$远藤制药(ENDPQ)$👍","images":[{"img":"https://static.tigerbbs.com/6e2d2966e98eee36ed3dcb06750e97ef","width":"1284","height":"2538"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/660867743","isVote":1,"tweetType":1,"viewCount":709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}
