爱丽丝2022的个人主页 - 老虎社区

爱丽丝2022

爱丽丝2022

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2021-08-30

赞

本周前瞻：美国8月非农来袭！美团、理想汽车放榜在即

2021-07-21

[呆住]

盘前：贾跃亭再次“涅槃重生”！WSB概念又现妖股

2021-07-09

不错哦😯

发钱了！微软将向部分员工每人发1500美元奖金

2021-08-04

$辉瑞(PFE)$奇怪了、怎其他疫苗股BNT 摩德纳都起那么凶、这边没有动静的[流泪] [流泪] [流泪] [流泪] [流泪] [流泪] [难过] [难过] [难过] [捂脸]

2021-08-17

$Palantir Technologies Inc.(PLTR)$业绩再好也是没用了、就那么一天有一点表现、我看过几天就把业绩的涨幅全部吐出来了、毕竟这股一直有内部抛售套利、股价感觉没力上[流泪] [愤怒] [难过] [捂脸] [喷血]

2021-07-29

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AMD Is The New Bellwether

2021-10-24

$台积电(TSM)$太失望了、终究还是把自家机密数据上交了，自毁掌握的优势，跌回100下去.......前阵子还大言不惭说会保护股东权益和机密数据，转过头来、把股东给卖了.变脸真快.....这种企业未来只会被牵着走.

2021-07-22

[财迷]

重要信息！阿斯麦和德州仪器财报透露了芯片投资的下半场

2021-07-12

我自己也刚买iPad不久、第一次用苹果🍎产品，真的感觉一分钱一分货，实用得很

抱歉，原内容已删除

2021-08-30

对啊

抱歉，原内容已删除

2021-08-22

不错

抱歉，原内容已删除

2021-08-22

淡定

抱歉，原内容已删除

2021-08-16

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15年来最高！AMD抢下x86处理器市场22.5%份额

2021-08-14

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【异动】财报给力，迪士尼盘前涨超5%

2021-08-11

$Doximity, Inc.(DOCS)$财报不是今天就出了吗？

2021-08-03

不错半导体全部有看头

恩智浦半导体Q2同比转亏为盈，营收增长42.9%

2021-08-02

强

Pfizer, Moderna Hike Prices Of Vaccine Shots Supplied To EU: Report

2021-08-01

赞

抱歉，原内容已删除

2021-07-27

赞

阿里巴巴：阿里云去年销售额突破600亿元同比增长50%

2021-07-23

赞

抱歉，原内容已删除

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22:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>5月5日，美股跌幅继续扩大，纳指跌幅达4%，标普500指数跌2.65%，道指跌近700点。</p><p><img src=\"https://static.tigerbbs.com/cc02cd2ad77d72eb1da193890e8a1ce0\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{".IXIC":"NASDAQ 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href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>太失望了、终究还是把自家机密数据上交了，自毁掌握的优势，跌回100下去.......前阵子还大言不惭说会保护股东权益和机密数据，转过头来、把股东给卖了.变脸真快.....这种企业未来只会被牵着走.","text":"$台积电(TSM)$太失望了、终究还是把自家机密数据上交了，自毁掌握的优势，跌回100下去.......前阵子还大言不惭说会保护股东权益和机密数据，转过头来、把股东给卖了.变脸真快.....这种企业未来只会被牵着走.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/858604278","isVote":1,"tweetType":1,"viewCount":747,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":811112407,"gmtCreate":1630296791009,"gmtModify":1704958010166,"author":{"id":"4088423044176710","authorId":"4088423044176710","name":"爱丽丝2022","avatar":"https://static.tigerbbs.com/cf21af481bf46a359c6aa7128b04788a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"对啊","listText":"对啊","text":"对啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/811112407","repostId":"2162738050","repostType":2,"isVote":1,"tweetType":1,"viewCount":717,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":811983363,"gmtCreate":1630283710652,"gmtModify":1704957729025,"author":{"id":"4088423044176710","authorId":"4088423044176710","name":"爱丽丝2022","avatar":"https://static.tigerbbs.com/cf21af481bf46a359c6aa7128b04788a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"赞","listText":"赞","text":"赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/811983363","repostId":"1174563514","repostType":4,"repost":{"id":"1174563514","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":1630277271,"share":"https://www.laohu8.com/m/news/1174563514?lang=&edition=full","pubTime":"2021-08-30 06:47","market":"fut","language":"zh","title":"本周前瞻：美国8月非农来袭！美团、理想汽车放榜在即","url":"https://stock-news.laohu8.com/highlight/detail?id=1174563514","media":"老虎资讯综合","summary":"摘要：经济数据方面，中国8月官方制造业PMI数据，美国8月ADP就业人数数据，美国8月非农就业报告数据值得关注；事件方面，聚焦OPEC与非OPEC产油国举行第20次部长级会议；财报方面，美团、网易、中","content":"<blockquote>\n <b>摘要：</b>经济数据方面，中国8月官方制造业PMI数据，美国8月ADP就业人数数据，美国8月非农就业报告数据值得关注；事件方面，聚焦OPEC与非OPEC产油国举行第20次部长级会议；财报方面，美团、<a href=\"https://laohu8.com/S/NTES\">网易</a>、<a href=\"https://laohu8.com/S/03333\">中国恒大</a>、<a href=\"https://laohu8.com/S/ZM\">Zoom</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/00520\">呷哺呷哺</a>将陆续公布财报。\n</blockquote>\n<p><b>周一（8月30日）关键词：欧元区8月消费者信心指数；美团、呷哺呷哺、理想汽车、Zoom、叮咚买菜财报</b></p>\n<p><img src=\"https://static.tigerbbs.com/5f77ec6d23c6725f301150cf61e41211\" tg-width=\"781\" tg-height=\"340\" referrerpolicy=\"no-referrer\"></p>\n<p><b>欧盟执委会7月29日的数据显示，欧元区7月经济景气指数创下历史新高，但消费者的乐观情绪有所下降，该指数增速放缓或暗示峰值即将接近。</b></p>\n<p>欧盟执委会称，针对19个欧元区国家所做的月度调查显示，7月经济景气指数上升至119.0点，创下自1985年开始收集数据以来的最高纪录，比6月创下的21年高位117.9点还要更高。</p>\n<p>然而，随着经济活动重新开放的积极影响开始减弱，以及围绕Delta变种病毒的担忧，该指数增长速度放缓。</p>\n<p><b>财报方面：港股美团、呷哺呷哺；美股理想汽车（盘前）、Zoom（盘后）、<a href=\"https://laohu8.com/S/DDL\">叮咚</a>买菜（盘前）</b></p>\n<p><b>周二（8月31日）关键词：中国8月官方制造业PMI；<a href=\"https://laohu8.com/S/02162\">康诺亚-B</a>、中国恒大、网易财报</b></p>\n<p><img src=\"https://static.tigerbbs.com/8c46953d312abb61ba69fddc2c19ecd1\" tg-width=\"782\" tg-height=\"772\" referrerpolicy=\"no-referrer\"></p>\n<p>中国7月官方非制造业PMI显示建筑业活动有所回落，但考虑到调查的时间，数据没能反映出德尔塔毒株疫情对服务业的打击。8月非制造业活动趋势可能逆转，建筑业活动表现更好，而服务业则在疫情影响下陷入困境。</p>\n<p>目前市场预计中国8月官方制造业PMI将继续保持在扩张区域，但将从7月的50.4小幅回落至50.1。同样，侧重出口导向型企业的财新制造业PMI可能会降至50.2，7月为50.3。据估计，中国8月官方非制造业PMI可能从7月的53.3回落至51.7。</p>\n<p><b>财报方面：港股康诺亚-B、中国恒大；美股网易（盘前）</b></p>\n<p><b>新股方面：<a href=\"https://laohu8.com/S/DDI\">DoubleDown Interactive</a></b><b>、</b><b>FOCUS UNIVERSAL INC.</b><b>在纳斯达克上市。</b></p>\n<p><b>9月1日周三关键词：美国ISM制造业PMI；C3.ai Inc、Okta财报</b></p>\n<p><img src=\"https://static.tigerbbs.com/be9e5ef7542d86a32fdaea6d9591db2e\" tg-width=\"702\" tg-height=\"815\" referrerpolicy=\"no-referrer\"></p>\n<p>美国供应管理协会(ISM)8月2日公布的数据显示，美国7月ISM制造业PMI录得59.50，略微差于预期60.9，为连续第二个月放缓。制造业新订单指数64.9，预期64.3，6月为66。这是该分项指数连续第二个月下降。不过，由于工厂库存仍然紧张，且企业仓库几乎是空的，预计未来新订单放缓的形势会转好。<b>目前市场预计美国8月ISM制造业PMI为59。</b></p>\n<p><b>财报方面：美股C3.ai Inc、Okta（盘后）</b></p>\n<p><b>9月2日周四关键词：初请失业金人数变动；博通财报</b></p>\n<p><img src=\"https://static.tigerbbs.com/8829df5db762393f0591564141d29373\" tg-width=\"786\" tg-height=\"768\" referrerpolicy=\"no-referrer\"></p>\n<p>美国首次申请失业救济人数五周来首次上升，劳动力市场迈向全面复苏的道路仍非坦途。美国劳工部8月26日公布的数据显示，在截至8月21日一周，首次申领失业救济人数达35.3万，比前一周增加4,000。彭博调查预估中值为35万。截至8月14日当周持续申请失业救济人数略微下降至290万。</p>\n<p><b>财报方面：美股博通（盘后）</b></p>\n<p><b>9月3日周五关键词：美国8月非农就业报告</b></p>\n<p><img src=\"https://static.tigerbbs.com/752941809f6b53293d13c24e4c4c7a69\" tg-width=\"779\" tg-height=\"583\" referrerpolicy=\"no-referrer\"></p>\n<p>6月和7月新增了近190万个就业岗位，但分析师们难以判断这一速度能否持续。初步估计8月就业岗位增加76.3万个，但本周初或在周三ADP公布民间就业报告后，留意是否有最新预估公布。</p>\n<p>若延续前两个月的增势，可能足以让美联储官员宣布，他们在实现充分就业和物价稳定目标方面取得了“实质性的进一步进展”。这样就可能在9月会议上就外界期待已久的“缩减”美联储每月1,200亿美元购债做出决定，或者至少引发一场更激烈的辩论。</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>本周前瞻：美国8月非农来袭！美团、理想汽车放榜在即</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本周前瞻：美国8月非农来袭！美团、理想汽车放榜在即\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\">2021-08-30 06:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n <b>摘要：</b>经济数据方面，中国8月官方制造业PMI数据，美国8月ADP就业人数数据，美国8月非农就业报告数据值得关注；事件方面，聚焦OPEC与非OPEC产油国举行第20次部长级会议；财报方面，美团、<a href=\"https://laohu8.com/S/NTES\">网易</a>、<a href=\"https://laohu8.com/S/03333\">中国恒大</a>、<a href=\"https://laohu8.com/S/ZM\">Zoom</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/00520\">呷哺呷哺</a>将陆续公布财报。\n</blockquote>\n<p><b>周一（8月30日）关键词：欧元区8月消费者信心指数；美团、呷哺呷哺、理想汽车、Zoom、叮咚买菜财报</b></p>\n<p><img src=\"https://static.tigerbbs.com/5f77ec6d23c6725f301150cf61e41211\" tg-width=\"781\" tg-height=\"340\" referrerpolicy=\"no-referrer\"></p>\n<p><b>欧盟执委会7月29日的数据显示，欧元区7月经济景气指数创下历史新高，但消费者的乐观情绪有所下降，该指数增速放缓或暗示峰值即将接近。</b></p>\n<p>欧盟执委会称，针对19个欧元区国家所做的月度调查显示，7月经济景气指数上升至119.0点，创下自1985年开始收集数据以来的最高纪录，比6月创下的21年高位117.9点还要更高。</p>\n<p>然而，随着经济活动重新开放的积极影响开始减弱，以及围绕Delta变种病毒的担忧，该指数增长速度放缓。</p>\n<p><b>财报方面：港股美团、呷哺呷哺；美股理想汽车（盘前）、Zoom（盘后）、<a href=\"https://laohu8.com/S/DDL\">叮咚</a>买菜（盘前）</b></p>\n<p><b>周二（8月31日）关键词：中国8月官方制造业PMI；<a href=\"https://laohu8.com/S/02162\">康诺亚-B</a>、中国恒大、网易财报</b></p>\n<p><img src=\"https://static.tigerbbs.com/8c46953d312abb61ba69fddc2c19ecd1\" tg-width=\"782\" tg-height=\"772\" referrerpolicy=\"no-referrer\"></p>\n<p>中国7月官方非制造业PMI显示建筑业活动有所回落，但考虑到调查的时间，数据没能反映出德尔塔毒株疫情对服务业的打击。8月非制造业活动趋势可能逆转，建筑业活动表现更好，而服务业则在疫情影响下陷入困境。</p>\n<p>目前市场预计中国8月官方制造业PMI将继续保持在扩张区域，但将从7月的50.4小幅回落至50.1。同样，侧重出口导向型企业的财新制造业PMI可能会降至50.2，7月为50.3。据估计，中国8月官方非制造业PMI可能从7月的53.3回落至51.7。</p>\n<p><b>财报方面：港股康诺亚-B、中国恒大；美股网易（盘前）</b></p>\n<p><b>新股方面：<a href=\"https://laohu8.com/S/DDI\">DoubleDown Interactive</a></b><b>、</b><b>FOCUS UNIVERSAL INC.</b><b>在纳斯达克上市。</b></p>\n<p><b>9月1日周三关键词：美国ISM制造业PMI；C3.ai Inc、Okta财报</b></p>\n<p><img src=\"https://static.tigerbbs.com/be9e5ef7542d86a32fdaea6d9591db2e\" tg-width=\"702\" tg-height=\"815\" referrerpolicy=\"no-referrer\"></p>\n<p>美国供应管理协会(ISM)8月2日公布的数据显示，美国7月ISM制造业PMI录得59.50，略微差于预期60.9，为连续第二个月放缓。制造业新订单指数64.9，预期64.3，6月为66。这是该分项指数连续第二个月下降。不过，由于工厂库存仍然紧张，且企业仓库几乎是空的，预计未来新订单放缓的形势会转好。<b>目前市场预计美国8月ISM制造业PMI为59。</b></p>\n<p><b>财报方面：美股C3.ai Inc、Okta（盘后）</b></p>\n<p><b>9月2日周四关键词：初请失业金人数变动；博通财报</b></p>\n<p><img src=\"https://static.tigerbbs.com/8829df5db762393f0591564141d29373\" tg-width=\"786\" tg-height=\"768\" referrerpolicy=\"no-referrer\"></p>\n<p>美国首次申请失业救济人数五周来首次上升，劳动力市场迈向全面复苏的道路仍非坦途。美国劳工部8月26日公布的数据显示，在截至8月21日一周，首次申领失业救济人数达35.3万，比前一周增加4,000。彭博调查预估中值为35万。截至8月14日当周持续申请失业救济人数略微下降至290万。</p>\n<p><b>财报方面：美股博通（盘后）</b></p>\n<p><b>9月3日周五关键词：美国8月非农就业报告</b></p>\n<p><img src=\"https://static.tigerbbs.com/752941809f6b53293d13c24e4c4c7a69\" tg-width=\"779\" tg-height=\"583\" referrerpolicy=\"no-referrer\"></p>\n<p>6月和7月新增了近190万个就业岗位，但分析师们难以判断这一速度能否持续。初步估计8月就业岗位增加76.3万个，但本周初或在周三ADP公布民间就业报告后，留意是否有最新预估公布。</p>\n<p>若延续前两个月的增势，可能足以让美联储官员宣布，他们在实现充分就业和物价稳定目标方面取得了“实质性的进一步进展”。这样就可能在9月会议上就外界期待已久的“缩减”美联储每月1,200亿美元购债做出决定，或者至少引发一场更激烈的辩论。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/082208e3c37780dd55878056410ffa43","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","GLD":"SPDR黄金ETF",".DJI":"道琼斯","NUGT":"二倍做多黄金矿业指数ETF-Direxion","HSTECH":"恒生科技指数","IAU":"黄金信托ETF(iShares)",".IXIC":"NASDAQ Composite","DUST":"二倍做空黄金矿业指数ETF-Direxion","GDX":"黄金矿业ETF-VanEck",".SPX":"S&P 500 Index","03690":"美团-W","HSI":"恒生指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174563514","content_text":"摘要：经济数据方面，中国8月官方制造业PMI数据，美国8月ADP就业人数数据，美国8月非农就业报告数据值得关注；事件方面，聚焦OPEC与非OPEC产油国举行第20次部长级会议；财报方面，美团、网易、中国恒大、Zoom、理想汽车、呷哺呷哺将陆续公布财报。\n\n周一（8月30日）关键词：欧元区8月消费者信心指数；美团、呷哺呷哺、理想汽车、Zoom、叮咚买菜财报\n\n欧盟执委会7月29日的数据显示，欧元区7月经济景气指数创下历史新高，但消费者的乐观情绪有所下降，该指数增速放缓或暗示峰值即将接近。\n欧盟执委会称，针对19个欧元区国家所做的月度调查显示，7月经济景气指数上升至119.0点，创下自1985年开始收集数据以来的最高纪录，比6月创下的21年高位117.9点还要更高。\n然而，随着经济活动重新开放的积极影响开始减弱，以及围绕Delta变种病毒的担忧，该指数增长速度放缓。\n财报方面：港股美团、呷哺呷哺；美股理想汽车（盘前）、Zoom（盘后）、叮咚买菜（盘前）\n周二（8月31日）关键词：中国8月官方制造业PMI；康诺亚-B、中国恒大、网易财报\n\n中国7月官方非制造业PMI显示建筑业活动有所回落，但考虑到调查的时间，数据没能反映出德尔塔毒株疫情对服务业的打击。8月非制造业活动趋势可能逆转，建筑业活动表现更好，而服务业则在疫情影响下陷入困境。\n目前市场预计中国8月官方制造业PMI将继续保持在扩张区域，但将从7月的50.4小幅回落至50.1。同样，侧重出口导向型企业的财新制造业PMI可能会降至50.2，7月为50.3。据估计，中国8月官方非制造业PMI可能从7月的53.3回落至51.7。\n财报方面：港股康诺亚-B、中国恒大；美股网易（盘前）\n新股方面：DoubleDown Interactive、FOCUS UNIVERSAL INC.在纳斯达克上市。\n9月1日周三关键词：美国ISM制造业PMI；C3.ai Inc、Okta财报\n\n美国供应管理协会(ISM)8月2日公布的数据显示，美国7月ISM制造业PMI录得59.50，略微差于预期60.9，为连续第二个月放缓。制造业新订单指数64.9，预期64.3，6月为66。这是该分项指数连续第二个月下降。不过，由于工厂库存仍然紧张，且企业仓库几乎是空的，预计未来新订单放缓的形势会转好。目前市场预计美国8月ISM制造业PMI为59。\n财报方面：美股C3.ai Inc、Okta（盘后）\n9月2日周四关键词：初请失业金人数变动；博通财报\n\n美国首次申请失业救济人数五周来首次上升，劳动力市场迈向全面复苏的道路仍非坦途。美国劳工部8月26日公布的数据显示，在截至8月21日一周，首次申领失业救济人数达35.3万，比前一周增加4,000。彭博调查预估中值为35万。截至8月14日当周持续申请失业救济人数略微下降至290万。\n财报方面：美股博通（盘后）\n9月3日周五关键词：美国8月非农就业报告\n\n6月和7月新增了近190万个就业岗位，但分析师们难以判断这一速度能否持续。初步估计8月就业岗位增加76.3万个，但本周初或在周三ADP公布民间就业报告后，留意是否有最新预估公布。\n若延续前两个月的增势，可能足以让美联储官员宣布，他们在实现充分就业和物价稳定目标方面取得了“实质性的进一步进展”。这样就可能在9月会议上就外界期待已久的“缩减”美联储每月1,200亿美元购债做出决定，或者至少引发一场更激烈的辩论。","news_type":1},"isVote":1,"tweetType":1,"viewCount":935,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":832123173,"gmtCreate":1629599416892,"gmtModify":1631891478163,"author":{"id":"4088423044176710","authorId":"4088423044176710","name":"爱丽丝2022","avatar":"https://static.tigerbbs.com/cf21af481bf46a359c6aa7128b04788a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"不错","listText":"不错","text":"不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/832123173","repostId":"1134671349","repostType":4,"isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":832165079,"gmtCreate":1629599130791,"gmtModify":1631891478165,"author":{"id":"4088423044176710","authorId":"4088423044176710","name":"爱丽丝2022","avatar":"https://static.tigerbbs.com/cf21af481bf46a359c6aa7128b04788a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"淡定","listText":"淡定","text":"淡定","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/832165079","repostId":"1134671349","repostType":4,"isVote":1,"tweetType":1,"viewCount":907,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":839899968,"gmtCreate":1629132341454,"gmtModify":1631883921463,"author":{"id":"4088423044176710","authorId":"4088423044176710","name":"爱丽丝2022","avatar":"https://static.tigerbbs.com/cf21af481bf46a359c6aa7128b04788a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>业绩再好也是没用了、就那么一天有一点表现、我看过几天就把业绩的涨幅全部吐出来了、毕竟这股一直有内部抛售套利、股价感觉没力上[流泪]&nbsp;[愤怒]&nbsp;[难过]&nbsp;[捂脸]&nbsp;[喷血]&nbsp;","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>业绩再好也是没用了、就那么一天有一点表现、我看过几天就把业绩的涨幅全部吐出来了、毕竟这股一直有内部抛售套利、股价感觉没力上[流泪]&nbsp;[愤怒]&nbsp;[难过]&nbsp;[捂脸]&nbsp;[喷血]&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$业绩再好也是没用了、就那么一天有一点表现、我看过几天就把业绩的涨幅全部吐出来了、毕竟这股一直有内部抛售套利、股价感觉没力上[流泪] [愤怒] [难过] [捂脸] [喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839899968","isVote":1,"tweetType":1,"viewCount":1198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":830518679,"gmtCreate":1629080752691,"gmtModify":1631891478168,"author":{"id":"4088423044176710","authorId":"4088423044176710","name":"爱丽丝2022","avatar":"https://static.tigerbbs.com/cf21af481bf46a359c6aa7128b04788a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"赞","listText":"赞","text":"赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/830518679","repostId":"2159243584","repostType":2,"repost":{"id":"2159243584","pubTimestamp":1629068749,"share":"https://www.laohu8.com/m/news/2159243584?lang=&edition=full","pubTime":"2021-08-16 07:05","market":"hk","language":"zh","title":"15年来最高！AMD抢下x86处理器市场22.5%份额","url":"https://stock-news.laohu8.com/highlight/detail?id=2159243584","media":"快科技2018","summary":"对于AMD来说，其还在不断跟Intel抢夺市场，目前公司已获x86处理器市场22.5%份额，为2007年以来最高。Mercury Research的最新数据显示，今年2季度，AMD已成功占据x86处理器市场的22.5%份额。这是自2007年以来的最高纪录、并且接近2006年25.3%的历史峰值。不过Intel的份额依然高达77.5%，而威盛等少数x86处理器厂家的全球份额几乎可以忽略不计。这份报告还提供了更细致的市场划分统计，可知AMD台式CPU的份额略有下滑，从2021年1季度的19.3%、降到了2季度的略高于17%。","content":"<html><body><p>对于<a href=\"https://laohu8.com/S/AMD\">AMD</a>来说，其还在不断跟Intel抢夺市场，目前公司已获x86处理器市场22.5%份额，为2007年以来最高。</p>\n<p>Mercury Research的最新数据显示，今年2季度，AMD已成功占据x86处理器市场的22.5%份额。这是自2007年以来的最高纪录、并且接近2006年25.3%的历史峰值。</p>\n<p>不过Intel的份额依然高达77.5%，而威盛（VIA）等少数x86处理器厂家的全球份额几乎可以忽略不计。</p>\n<p>AMD选择了在台式机市场上“战略性地”放弃部分阵地，并专注于服务器芯片、移动处理器、以及面向次世代游戏主机的定制款 APU 。有趣的是，尽管Intel已经为第10/11代产品线提供了颇具吸引力的折扣，AMD 仍在台式机CPU的零售业务上轻松击败了Intel。</p>\n<figure>\n<img h=\"240\" src=\"http://n.sinaimg.cn/spider20210816/40/w600h240/20210816/612a-45746a6d91ec93f4c135c5b21a19a906.png\" w=\"600\"/>\n<h2></h2>\n</figure>\n<div sax-type=\"proxy\"></div><p>这份报告还提供了更细致的市场划分统计，可知AMD台式CPU的份额略有下滑，从2021年1季度的19.3%、降到了2季度的略高于17%。</p>\n<figure>\n<img h=\"260\" src=\"http://n.sinaimg.cn/spider20210816/60/w600h260/20210816/a843-7a17280787e63f7dd25ef945958a2a3c.png\" w=\"600\"/>\n<h2></h2>\n</figure>\n<p>AMD CEO苏姿丰博士曾于5月解释称，在芯片短缺的大环境下，该公司被迫将主要精力放到高端产品的制造与销售上。</p>\n<p>而拥有自家芯片工厂的Intel，也趁势抢回了之前被AMD抢走的部分市场份额。</p>\n<p>最后，Mercury Research还在报告中提到了有关ARM处理器的有趣内容。可知在Chromebook和<a href=\"https://laohu8.com/S/AAPL\">苹果</a>M1 Mac的带动下，其约占所有台式CPU出货量7%。</p>\n<figure>\n<img h=\"397\" src=\"http://n.sinaimg.cn/spider20210816/197/w600h397/20210816/4ef4-31648a8e6932143fbce8fb90e0423c85.png\" w=\"600\"/>\n<h2></h2>\n</figure>\n<div>\n<img src=\"http://n.sinaimg.cn/default/2fb77759/20151125/320X320.png\"/>\n</div>\n</body></html>","source":"sina_tech","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>15年来最高！AMD抢下x86处理器市场22.5%份额</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\">\n15年来最高！AMD抢下x86处理器市场22.5%份额\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-16 07:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.sina.cn/digi/nb/2021-08-16/detail-ikqcfncc3066303.d.html?vt=4><strong>快科技2018</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>对于AMD来说，其还在不断跟Intel抢夺市场，目前公司已获x86处理器市场22.5%份额，为2007年以来最高。\nMercury Research的最新数据显示，今年2季度，AMD已成功占据x86处理器市场的22.5%份额。这是自2007年以来的最高纪录、并且接近2006年25.3%的历史峰值。\n不过Intel的份额依然高达77.5%，而威盛（VIA）等少数x86处理器厂家的全球份额几乎可以...</p>\n\n<a href=\"https://tech.sina.cn/digi/nb/2021-08-16/detail-ikqcfncc3066303.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://k.sinaimg.cn/n/tech/667/w400h267/20210816/9d08-76905337a28b648f91fd34ea83afb92b.jpg/w120h90l50t1cbb.jpg","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://tech.sina.cn/digi/nb/2021-08-16/detail-ikqcfncc3066303.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159243584","content_text":"对于AMD来说，其还在不断跟Intel抢夺市场，目前公司已获x86处理器市场22.5%份额，为2007年以来最高。\nMercury Research的最新数据显示，今年2季度，AMD已成功占据x86处理器市场的22.5%份额。这是自2007年以来的最高纪录、并且接近2006年25.3%的历史峰值。\n不过Intel的份额依然高达77.5%，而威盛（VIA）等少数x86处理器厂家的全球份额几乎可以忽略不计。\nAMD选择了在台式机市场上“战略性地”放弃部分阵地，并专注于服务器芯片、移动处理器、以及面向次世代游戏主机的定制款 APU 。有趣的是，尽管Intel已经为第10/11代产品线提供了颇具吸引力的折扣，AMD 仍在台式机CPU的零售业务上轻松击败了Intel。\n\n\n\n\n这份报告还提供了更细致的市场划分统计，可知AMD台式CPU的份额略有下滑，从2021年1季度的19.3%、降到了2季度的略高于17%。\n\n\n\n\nAMD CEO苏姿丰博士曾于5月解释称，在芯片短缺的大环境下，该公司被迫将主要精力放到高端产品的制造与销售上。\n而拥有自家芯片工厂的Intel，也趁势抢回了之前被AMD抢走的部分市场份额。\n最后，Mercury Research还在报告中提到了有关ARM处理器的有趣内容。可知在Chromebook和苹果M1 Mac的带动下，其约占所有台式CPU出货量7%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":897530899,"gmtCreate":1628938066311,"gmtModify":1631891478170,"author":{"id":"4088423044176710","authorId":"4088423044176710","name":"爱丽丝2022","avatar":"https://static.tigerbbs.com/cf21af481bf46a359c6aa7128b04788a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"赞","listText":"赞","text":"赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/897530899","repostId":"1106807175","repostType":4,"repost":{"id":"1106807175","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":1628841689,"share":"https://www.laohu8.com/m/news/1106807175?lang=&edition=full","pubTime":"2021-08-13 16:01","market":"other","language":"zh","title":"【异动】财报给力，迪士尼盘前涨超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1106807175","media":"老虎资讯综合","summary":"8月13日，华特迪士尼盘前涨超5%，第三财季订阅用户增长、营收和盈利均超出市场预期。\n\n财报显示，迪士尼第三财季营收同比增长44.5%至170.2亿美元，市场预期167.6亿美元；调整后每股收益0.8","content":"<p>8月13日，华特<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>盘前涨超5%，第三财季订阅用户增长、营收和盈利均超出市场预期。</p>\n<p><img src=\"https://static.tigerbbs.com/905767772ddab84f22b7b9f1252a7b16\" tg-width=\"818\" tg-height=\"493\" referrerpolicy=\"no-referrer\"></p>\n<p>财报显示，迪士尼第三财季营收同比增长44.5%至170.2亿美元，市场预期167.6亿美元；调整后每股收益0.8美元，市场预期0.55美元。</p>\n<p>迪士尼表示，该公司流媒体服务Disney+第三财季订阅用户达到1.16亿，较上年同期的5750万增加了一倍，市场预期1.145亿，上一财季为1.036亿。Disney+每位订阅用户平均月收入同比下降10%，至4.16美元。</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>【异动】财报给力，迪士尼盘前涨超5%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; 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float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n【异动】财报给力，迪士尼盘前涨超5%\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\">2021-08-13 16:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月13日，华特<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>盘前涨超5%，第三财季订阅用户增长、营收和盈利均超出市场预期。</p>\n<p><img src=\"https://static.tigerbbs.com/905767772ddab84f22b7b9f1252a7b16\" tg-width=\"818\" tg-height=\"493\" referrerpolicy=\"no-referrer\"></p>\n<p>财报显示，迪士尼第三财季营收同比增长44.5%至170.2亿美元，市场预期167.6亿美元；调整后每股收益0.8美元，市场预期0.55美元。</p>\n<p>迪士尼表示，该公司流媒体服务Disney+第三财季订阅用户达到1.16亿，较上年同期的5750万增加了一倍，市场预期1.145亿，上一财季为1.036亿。Disney+每位订阅用户平均月收入同比下降10%，至4.16美元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/24a5c9ee763bdd068795172812d82227","relate_stocks":{"DIS":"迪士尼"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106807175","content_text":"8月13日，华特迪士尼盘前涨超5%，第三财季订阅用户增长、营收和盈利均超出市场预期。\n\n财报显示，迪士尼第三财季营收同比增长44.5%至170.2亿美元，市场预期167.6亿美元；调整后每股收益0.8美元，市场预期0.55美元。\n迪士尼表示，该公司流媒体服务Disney+第三财季订阅用户达到1.16亿，较上年同期的5750万增加了一倍，市场预期1.145亿，上一财季为1.036亿。Disney+每位订阅用户平均月收入同比下降10%，至4.16美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":892232742,"gmtCreate":1628662874886,"gmtModify":1631887666957,"author":{"id":"4088423044176710","authorId":"4088423044176710","name":"爱丽丝2022","avatar":"https://static.tigerbbs.com/cf21af481bf46a359c6aa7128b04788a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DOCS\">$Doximity, Inc.(DOCS)$</a>财报不是今天就出了吗？","listText":"<a href=\"https://laohu8.com/S/DOCS\">$Doximity, Inc.(DOCS)$</a>财报不是今天就出了吗？","text":"$Doximity, Inc.(DOCS)$财报不是今天就出了吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892232742","isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":899833248,"gmtCreate":1628172556284,"gmtModify":1631885198568,"author":{"id":"4088423044176710","authorId":"4088423044176710","name":"爱丽丝2022","avatar":"https://static.tigerbbs.com/cf21af481bf46a359c6aa7128b04788a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FSLY\">$Fastly, Inc.(FSLY)$</a>感觉好晕😷才买进不到一个月、原来6月8号出了大BUG[捂脸]&nbsp;[喷血]&nbsp;[无语]&nbsp;[流泪]&nbsp;","listText":"<a href=\"https://laohu8.com/S/FSLY\">$Fastly, Inc.(FSLY)$</a>感觉好晕😷才买进不到一个月、原来6月8号出了大BUG[捂脸]&nbsp;[喷血]&nbsp;[无语]&nbsp;[流泪]&nbsp;","text":"$Fastly, Inc.(FSLY)$感觉好晕😷才买进不到一个月、原来6月8号出了大BUG[捂脸] [喷血] [无语] [流泪]","images":[{"img":"https://static.tigerbbs.com/cd876c028563d7c74c637a865a084d12","width":"750","height":"1068"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899833248","isVote":1,"tweetType":1,"viewCount":762,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":890100523,"gmtCreate":1628085506862,"gmtModify":1631891478172,"author":{"id":"4088423044176710","authorId":"4088423044176710","name":"爱丽丝2022","avatar":"https://static.tigerbbs.com/cf21af481bf46a359c6aa7128b04788a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$</a>奇怪了、怎其他疫苗股BNT 摩德纳都起那么凶、这边没有动静的[流泪]&nbsp;[流泪]&nbsp;[流泪]&nbsp;[流泪]&nbsp;[流泪]&nbsp;[流泪]&nbsp;[难过]&nbsp;[难过]&nbsp;[难过]&nbsp;[捂脸]&nbsp;","listText":"<a href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$</a>奇怪了、怎其他疫苗股BNT 摩德纳都起那么凶、这边没有动静的[流泪]&nbsp;[流泪]&nbsp;[流泪]&nbsp;[流泪]&nbsp;[流泪]&nbsp;[流泪]&nbsp;[难过]&nbsp;[难过]&nbsp;[难过]&nbsp;[捂脸]&nbsp;","text":"$辉瑞(PFE)$奇怪了、怎其他疫苗股BNT 摩德纳都起那么凶、这边没有动静的[流泪] [流泪] [流泪] [流泪] [流泪] [流泪] [难过] [难过] [难过] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890100523","isVote":1,"tweetType":1,"viewCount":890,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":804279636,"gmtCreate":1627960870125,"gmtModify":1631891478175,"author":{"id":"4088423044176710","authorId":"4088423044176710","name":"爱丽丝2022","avatar":"https://static.tigerbbs.com/cf21af481bf46a359c6aa7128b04788a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"不错半导体全部有看头","listText":"不错半导体全部有看头","text":"不错半导体全部有看头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804279636","repostId":"2156611279","repostType":4,"repost":{"id":"2156611279","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":1627941600,"share":"https://www.laohu8.com/m/news/2156611279?lang=&edition=full","pubTime":"2021-08-03 06:00","market":"us","language":"zh","title":"恩智浦半导体Q2同比转亏为盈，营收增长42.9%","url":"https://stock-news.laohu8.com/highlight/detail?id=2156611279","media":"老虎资讯综合","summary":"美东时间周一美股收盘后，恩智浦半导体公布了截至2021年7月4日的第二季度财务业绩。财报显示，公司二季度营收约为26亿美元，同比增长42.9%，预期为25.76美元，去年同期为18.17亿美元。第二季度结束后，在2021年7月5日至8月2日期间，公司执行了总额为10亿美元的额外股票回购。2021年5月27日，恩智浦董事会批准支付2021年第二季度的中期股息，为每股普通股0.5625美元。","content":"<p>美东时间周一美股收盘后，<a href=\"https://laohu8.com/S/NXPI\">恩智浦</a>半导体(NXPI.US)公布了截至2021年7月4日的第二季度财务业绩。</p>\n<p>财报显示，公司二季度营收约为26亿美元，同比增长42.9%，预期为25.76美元，去年同期为18.17亿美元。净利润为3.97亿美元，预期为3.74亿美元，去年同期为亏损2.14亿美元；二季度稀释后的每股盈利为1.42美元，市场预期1.29美元，去年同期为亏损0.77美元。<img src=\"https://static.tigerbbs.com/813f94d435ff22b2f89bb9cab26766ce\" tg-width=\"694\" tg-height=\"283\" referrerpolicy=\"no-referrer\">公司二季度营业利润为5.73亿美元，去年同期为亏损1.45亿美元。GAAP毛利率为54.8%，GAAP营业利润率为22.1%；非GAAP毛利率为56.1%，非GAAP营业利润率为32%。</p>\n<p>二季度来自运营的现金流为6.36亿美元，其中净资本支出投资为1.5亿美元。该公司通过之前宣布的股票回购和股息支付，向股东返还14亿美元的资本。第二季度结束后，在2021年7月5日至8月2日期间，公司执行了总额为10亿美元的额外股票回购。</p>\n<p>2021年5月27日，<a href=\"https://laohu8.com/S/NXPI\">恩智浦</a>董事会批准支付2021年第二季度的中期股息，为每股普通股0.5625美元。</p>\n<p>财报公布后，恩智浦半导体盘后股价持平。<img src=\"https://static.tigerbbs.com/42cd7159ece78999582d845b7209b9f7\" tg-width=\"700\" tg-height=\"523\" 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>恩智浦半导体Q2同比转亏为盈，营收增长42.9%</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恩智浦半导体Q2同比转亏为盈，营收增长42.9%\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\">2021-08-03 06:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美东时间周一美股收盘后，<a href=\"https://laohu8.com/S/NXPI\">恩智浦</a>半导体(NXPI.US)公布了截至2021年7月4日的第二季度财务业绩。</p>\n<p>财报显示，公司二季度营收约为26亿美元，同比增长42.9%，预期为25.76美元，去年同期为18.17亿美元。净利润为3.97亿美元，预期为3.74亿美元，去年同期为亏损2.14亿美元；二季度稀释后的每股盈利为1.42美元，市场预期1.29美元，去年同期为亏损0.77美元。<img src=\"https://static.tigerbbs.com/813f94d435ff22b2f89bb9cab26766ce\" tg-width=\"694\" tg-height=\"283\" referrerpolicy=\"no-referrer\">公司二季度营业利润为5.73亿美元，去年同期为亏损1.45亿美元。GAAP毛利率为54.8%，GAAP营业利润率为22.1%；非GAAP毛利率为56.1%，非GAAP营业利润率为32%。</p>\n<p>二季度来自运营的现金流为6.36亿美元，其中净资本支出投资为1.5亿美元。该公司通过之前宣布的股票回购和股息支付，向股东返还14亿美元的资本。第二季度结束后，在2021年7月5日至8月2日期间，公司执行了总额为10亿美元的额外股票回购。</p>\n<p>2021年5月27日，<a href=\"https://laohu8.com/S/NXPI\">恩智浦</a>董事会批准支付2021年第二季度的中期股息，为每股普通股0.5625美元。</p>\n<p>财报公布后，恩智浦半导体盘后股价持平。<img src=\"https://static.tigerbbs.com/42cd7159ece78999582d845b7209b9f7\" tg-width=\"700\" tg-height=\"523\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/720e235096bda02063b992bc6bad73ae","relate_stocks":{"NXPI":"恩智浦"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156611279","content_text":"美东时间周一美股收盘后，恩智浦半导体(NXPI.US)公布了截至2021年7月4日的第二季度财务业绩。\n财报显示，公司二季度营收约为26亿美元，同比增长42.9%，预期为25.76美元，去年同期为18.17亿美元。净利润为3.97亿美元，预期为3.74亿美元，去年同期为亏损2.14亿美元；二季度稀释后的每股盈利为1.42美元，市场预期1.29美元，去年同期为亏损0.77美元。公司二季度营业利润为5.73亿美元，去年同期为亏损1.45亿美元。GAAP毛利率为54.8%，GAAP营业利润率为22.1%；非GAAP毛利率为56.1%，非GAAP营业利润率为32%。\n二季度来自运营的现金流为6.36亿美元，其中净资本支出投资为1.5亿美元。该公司通过之前宣布的股票回购和股息支付，向股东返还14亿美元的资本。第二季度结束后，在2021年7月5日至8月2日期间，公司执行了总额为10亿美元的额外股票回购。\n2021年5月27日，恩智浦董事会批准支付2021年第二季度的中期股息，为每股普通股0.5625美元。\n财报公布后，恩智浦半导体盘后股价持平。","news_type":1},"isVote":1,"tweetType":1,"viewCount":476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":805662451,"gmtCreate":1627877062673,"gmtModify":1631891478178,"author":{"id":"4088423044176710","authorId":"4088423044176710","name":"爱丽丝2022","avatar":"https://static.tigerbbs.com/cf21af481bf46a359c6aa7128b04788a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"强","listText":"强","text":"强","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805662451","repostId":"1162208746","repostType":2,"repost":{"id":"1162208746","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1627865676,"share":"https://www.laohu8.com/m/news/1162208746?lang=&edition=full","pubTime":"2021-08-02 08:54","market":"us","language":"en","title":"Pfizer, Moderna Hike Prices Of Vaccine Shots Supplied To EU: Report","url":"https://stock-news.laohu8.com/highlight/detail?id=1162208746","media":"Benzinga","summary":"Pfizer, Inc. and Moderna, Inc., which have already minted billions of dollars from their respective ","content":"<p><b>Pfizer, Inc.</b>&nbsp;and&nbsp;<b>Moderna, Inc.</b>, which have already minted billions of dollars from their respective COVID-19 vaccines, remain poised to earn more.</p>\n<p><b>What Happened:</b>Pfizer and Moderna have both renegotiated their vaccine supply contract with the European Union, the FT reported Sunday.</p>\n<p>The contract terms for the supply of up to 2.1 billion vaccine shots were revised after the release of the Phase 3 data, the report said. Late-stage study of the mRNA vaccine Pfizer is co-developing with&nbsp;<b>BioNTech SE</b>&nbsp;showed vaccine efficacy of 95%, while a similar class of vaccine developed by Moderna boasted vaccine efficacy of 94.1%.</p>\n<p>In comparison,<b>Johnson &amp; Johnson's</b>&nbsp;single-dose shot, which is authorized for use in the U.S., showed overall efficacy of 72%.</p>\n<p><b>AstraZeneca plc's</b>&nbsp;COVID-19 vaccine made from inactivated adenovirus was found to be 76% effective at reducing the risk of symptomatic disease, 15 days or more after receiving two doses.</p>\n<p>Additionally, authorized vaccines from J&amp;J and AstraZeneca have been linked to stray&nbsp;incidences of severe blood clots.</p>\n<p>Pfizer and&nbsp;Moderna&nbsp;have managed to expand the age range of&nbsp;their vaccines to include adolescents and they are also running trials on pediatric population. The companies are working on booster doses that may prove effective against variants and also on variant-specific vaccines.</p>\n<p>The FT report states that Pfizer has increased the price of its vaccine from the originally contracted amount of 15.50 euros ($18.39) to 19.50 euros per dose. The Moderna shot&nbsp;price has been increased from $22.60 to $25.50.</p>\n<p><b>Why It's Important:</b>Pfizer and Moderna are able to dictate terms, as the world still grapples with the novel coronavirus, especially with the emergence of variants.</p>\n<p>The EU is also under pressure to procure more supplies, as countries within the block have decried unfair vaccine distribution among member nations, the FT reported.</p>\n<p>Pfizer's second-quarter results released last week showed that the pharma giant clocked in COVID-19 vaccine revenues of roughly $8 billion in the second quarter. The company also raised its vaccine revenue forecast for 2021 from $26 billion to $33.5 billion.</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>Pfizer, Moderna Hike Prices Of Vaccine Shots Supplied To EU: Report</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\">\nPfizer, Moderna Hike Prices Of Vaccine Shots Supplied To EU: Report\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-08-02 08:54</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>Pfizer, Inc.</b>&nbsp;and&nbsp;<b>Moderna, Inc.</b>, which have already minted billions of dollars from their respective COVID-19 vaccines, remain poised to earn more.</p>\n<p><b>What Happened:</b>Pfizer and Moderna have both renegotiated their vaccine supply contract with the European Union, the FT reported Sunday.</p>\n<p>The contract terms for the supply of up to 2.1 billion vaccine shots were revised after the release of the Phase 3 data, the report said. Late-stage study of the mRNA vaccine Pfizer is co-developing with&nbsp;<b>BioNTech SE</b>&nbsp;showed vaccine efficacy of 95%, while a similar class of vaccine developed by Moderna boasted vaccine efficacy of 94.1%.</p>\n<p>In comparison,<b>Johnson &amp; Johnson's</b>&nbsp;single-dose shot, which is authorized for use in the U.S., showed overall efficacy of 72%.</p>\n<p><b>AstraZeneca plc's</b>&nbsp;COVID-19 vaccine made from inactivated adenovirus was found to be 76% effective at reducing the risk of symptomatic disease, 15 days or more after receiving two doses.</p>\n<p>Additionally, authorized vaccines from J&amp;J and AstraZeneca have been linked to stray&nbsp;incidences of severe blood clots.</p>\n<p>Pfizer and&nbsp;Moderna&nbsp;have managed to expand the age range of&nbsp;their vaccines to include adolescents and they are also running trials on pediatric population. The companies are working on booster doses that may prove effective against variants and also on variant-specific vaccines.</p>\n<p>The FT report states that Pfizer has increased the price of its vaccine from the originally contracted amount of 15.50 euros ($18.39) to 19.50 euros per dose. The Moderna shot&nbsp;price has been increased from $22.60 to $25.50.</p>\n<p><b>Why It's Important:</b>Pfizer and Moderna are able to dictate terms, as the world still grapples with the novel coronavirus, especially with the emergence of variants.</p>\n<p>The EU is also under pressure to procure more supplies, as countries within the block have decried unfair vaccine distribution among member nations, the FT reported.</p>\n<p>Pfizer's second-quarter results released last week showed that the pharma giant clocked in COVID-19 vaccine revenues of roughly $8 billion in the second quarter. The company also raised its vaccine revenue forecast for 2021 from $26 billion to $33.5 billion.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","MRNA":"Moderna, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162208746","content_text":"Pfizer, Inc. and Moderna, Inc., which have already minted billions of dollars from their respective COVID-19 vaccines, remain poised to earn more.\nWhat Happened:Pfizer and Moderna have both renegotiated their vaccine supply contract with the European Union, the FT reported Sunday.\nThe contract terms for the supply of up to 2.1 billion vaccine shots were revised after the release of the Phase 3 data, the report said. Late-stage study of the mRNA vaccine Pfizer is co-developing with BioNTech SE showed vaccine efficacy of 95%, while a similar class of vaccine developed by Moderna boasted vaccine efficacy of 94.1%.\nIn comparison,Johnson & Johnson's single-dose shot, which is authorized for use in the U.S., showed overall efficacy of 72%.\nAstraZeneca plc's COVID-19 vaccine made from inactivated adenovirus was found to be 76% effective at reducing the risk of symptomatic disease, 15 days or more after receiving two doses.\nAdditionally, authorized vaccines from J&J and AstraZeneca have been linked to stray incidences of severe blood clots.\nPfizer and Moderna have managed to expand the age range of their vaccines to include adolescents and they are also running trials on pediatric population. The companies are working on booster doses that may prove effective against variants and also on variant-specific vaccines.\nThe FT report states that Pfizer has increased the price of its vaccine from the originally contracted amount of 15.50 euros ($18.39) to 19.50 euros per dose. The Moderna shot price has been increased from $22.60 to $25.50.\nWhy It's Important:Pfizer and Moderna are able to dictate terms, as the world still grapples with the novel coronavirus, especially with the emergence of variants.\nThe EU is also under pressure to procure more supplies, as countries within the block have decried unfair vaccine distribution among member nations, the FT reported.\nPfizer's second-quarter results released last week showed that the pharma giant clocked in COVID-19 vaccine revenues of roughly $8 billion in the second quarter. The company also raised its vaccine revenue forecast for 2021 from $26 billion to $33.5 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":802241612,"gmtCreate":1627784497736,"gmtModify":1631891478181,"author":{"id":"4088423044176710","authorId":"4088423044176710","name":"爱丽丝2022","avatar":"https://static.tigerbbs.com/cf21af481bf46a359c6aa7128b04788a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"赞","listText":"赞","text":"赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/802241612","repostId":"2155165382","repostType":2,"isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":802221995,"gmtCreate":1627783567717,"gmtModify":1633756449861,"author":{"id":"4088423044176710","authorId":"4088423044176710","name":"爱丽丝2022","avatar":"https://static.tigerbbs.com/cf21af481bf46a359c6aa7128b04788a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"赞","listText":"赞","text":"赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/802221995","repostId":"2155816598","repostType":2,"repost":{"id":"2155816598","pubTimestamp":1627741098,"share":"https://www.laohu8.com/m/news/2155816598?lang=&edition=full","pubTime":"2021-07-31 22:18","market":"us","language":"zh","title":"HP暗影精灵7闪亮登场AMD超威卓越平台Ch","url":"https://stock-news.laohu8.com/highlight/detail?id=2155816598","media":"请叫我Miss肖","summary":"2021年7月31日，在一年一度的中国国际数码互动娱乐展览会ChinaJoy现场，AMD集中亮相了多款为游戏而生的AMD Advantage游戏本，为粉丝和玩家们带来了一场移动游戏的盛宴。AMD携手众合作伙伴在ChinaJoy上带来多款AMD 超威卓越平台笔记本AMD Advantage是AMD于2021年6月推出的...","content":"<html><body><div>\n<div itemprop=\"articleBody\">\n<img src=\"https://article-fd.zol-img.com.cn/t_s640x2000/g6/M00/05/02/ChMkKmEFXBOIVsE1AAQP6JvdMuMAASVVwM144YABBAA608.jpg\"/><div>\n<div><div></div></div>\n</div>\n<p>2021年7月31日，在一年一度的中国国际数码互动娱乐展览会ChinaJoy现场，<a href=\"https://laohu8.com/S/AMD\">AMD</a>集中亮相了多款为游戏而生的AMD Advantage游戏本，为粉丝和玩家们带来了一场移动游戏的盛宴。</p><p><span></span><img height=\"427\" src=\"https://article-fd.zol-img.com.cn/t_s640x2000/g6/M00/05/02/ChMkKmEFXBOIVsE1AAQP6JvdMuMAASVVwM144YABBAA608.jpg\" width=\"640\"/>AMD携手众合作伙伴在ChinaJoy上带来多款AMD 超威卓越平台笔记本</p><p>AMD Advantage是AMD于2021年6月推出的全新设计框架，中文名称为“AMD超威卓越平台”，专为打造更佳的游戏体验而设计。作为AMD的重要合作伙伴，<a href=\"https://laohu8.com/S/HPQ\">惠普</a>于第一时间推出了其首款AMD 超威卓越平台游戏本——惠普OMEN暗影精灵7锐龙版，闪亮登场AMD舞台，为AMD 超威卓越平台在ChinaJoy上强势登场打call。</p><p><img height=\"960\" src=\"https://article-fd.zol-img.com.cn/t_s640x2000/g6/M00/05/02/ChMkKmEFXBOIAMzjAAXDOTcc0s0AASVVwM6EKEABcNR662.jpg\" width=\"640\"/>中国惠普有限公司消费产品事业部产品总监谢昊致辞</p><p>作为首批上市的AMD 超威卓越平台游戏本，暗影精灵7锐龙版游戏本搭载了Zen3架构的AMD锐龙 7 5800H移动处理器和全新RDNA2架构的Radeon RX 6600M独显，结合AMD<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>软件技术，全AMD平台的协同效益可以放大游戏性能，实现流畅的游戏体验。</p><p><img height=\"667\" src=\"https://article-fd.zol-img.com.cn/t_s640x2000/g6/M00/05/02/ChMkKWEFXBOIK7rDAAIo_JWlW-YAASVVwMzunIAAikU417.jpg\" width=\"640\"/></p><p>暗影精灵7锐龙版游戏本搭载16.1英寸的144Hz高清电竞屏幕，7ms急速响应，完全符合电竞标准。此外，该屏幕拥有100% sRGB高色域，可以还原本真颜色，不仅如此，该屏幕还拥有低频闪的DC调光及TUV + Eyesafe低蓝光认证，充分保护玩家的双眼，让玩家的眼睛无惧长时间的战斗。</p><p><img height=\"427\" src=\"https://article-fd.zol-img.com.cn/t_s640x2000/g6/M00/05/02/ChMkKWEFXBeIcxjDAARlcgeTruUAASVVwNHNmMABGWK592.jpg\" width=\"640\"/>暗影精灵7锐龙版游戏本</p><p>暗影精灵7锐龙版游戏本还有超高屏占比、全新升级的散热模组以及83Whr长续航电池等，这些为移动游戏而设计的特性，让暗影精灵7随时随地都能畅享流畅酷爽的游戏体验，在ChinaJoy现场引得玩家驻足流连，争相体验。</p><p><img height=\"427\" src=\"https://article-fd.zol-img.com.cn/t_s640x2000/g6/M00/05/02/ChMkKmEFXBiIcCipAANRyVIFanQAASVVwNMdnUAA1Hh101.jpg\" width=\"640\"/>暗影精灵7锐龙版现场体验</p><p><img height=\"427\" src=\"https://article-fd.zol-img.com.cn/t_s640x2000/g6/M00/05/02/ChMkKmEFXBiIITDUAAM9U97PVvYAASVVwNQUq8AAz1r332.jpg\" width=\"640\"/>现场体验暗影精灵7锐龙版游戏本</p><p>AMD超威卓越平台是AMD于2021年6月推出的全新设计框架，通过这一框架，AMD携手众多合作伙伴将AMD Radeon RX 6000M系列移动显卡、AMD Radeon软件和AMD 锐龙5000系列移动处理器与AMD独有的智能技术、电竞级高规格显示器、高速NVME存储、出色散热设计以及其它先进的系统设计特性相结合，旨在提供更好的游戏体验，更强的性能和响应速度，从而重新定义高性能移动游戏。</p><p><img height=\"361\" src=\"https://article-fd.zol-img.com.cn/t_s640x2000/g6/M00/05/02/ChMkKWEFXBqIJCLkAADldld-NGsAASVVwNYFiwAAOWO298.jpg\" width=\"640\"/></p><p>AMD超威卓越平台笔记本凭借AMD SmartShift和AMD Smart Access Memory这样的增强功能，可大幅提升系统的游戏性能。此外，AMD超威卓越平台笔记本经过优化，可为当今视觉效果要求苛刻的游戏提供超过100FPS的流畅游戏体验、不插电全天候视频播放、144Hz+高刷新率、逼真清晰的屏幕显示效果以及可定制化的温度调节以确保长时间游戏过程中的凉爽体验——所有这些优势和特性都被整合进了时尚便携的笔记本设计中，可谓专为游戏而生。 </p><p>本文属于原创文章，如若转载，请注明来源：HP暗影精灵7闪亮登场AMD超威卓越平台ChinaJoy现场秀https://nb.zol.com.cn/773/7737468.html</p><div zpv-events-inview=\"article-cont-bottom-viewport\"></div>\n<div>\n<ul>\n<li><img height=\"245\" src=\"https://dg-fd.zol-img.com.cn/t_s2000x2000/g6/M00/0B/04/ChMkKmARHpeIDmP7AACzO3gPNxkAAI_PgG7XiQAALNT346.jpg\" width=\"310\"/></li><li><img height=\"120\" src=\"https://dg-fd.zol-img.com.cn/t_s2000x2000/g6/M00/0B/04/ChMkKmARH4KICVugAABL6mLnMuUAAI_PwN2wj0AAEwC833.jpg\" width=\"160\"/></li><li><img height=\"120\" src=\"https://dg-fd.zol-img.com.cn/t_s2000x2000/g2/M00/06/0D/ChMlWV7DUqGIEd4KAABSddzqzb8AAPQewBNvBIAAFKN718.jpg\" width=\"160\"/></li><li><img height=\"120\" src=\"https://dg-fd.zol-img.com.cn/t_s2000x2000/g2/M00/00/0A/ChMlWl6yFS6ISPeRAABE3b1wTUQAAO30wCU8tkAAET1631.jpg\" width=\"160\"/></li><li><img height=\"120\" src=\"https://dg-fd.zol-img.com.cn/t_s2000x2000/g2/M00/00/0A/ChMlWl6yFNSIDy5FAABY1BMw0loAAO30gFvVi8AAFjs005.jpg\" width=\"160\"/></li><li><img height=\"100\" src=\"https://dg-fd.zol-img.com.cn/t_s2000x2000/g6/M00/04/05/ChMkKmAfh1iIV3AtAAEwe7C4uDsAAJjoAEpWccAATCT092.jpg\" width=\"640\"/></li>\n</ul></div>\n<div>纠错与问题建议<span>标签：</span>笔记本电脑</div><div>\n<span itemprop=\"url\">https://nb.zol.com.cn/773/7737468.html</span>\n<span itemprop=\"indexUrl\">nb.zol.com.cn</span>\n<span itemprop=\"isOriginal\">true</span>\n<span itemprop=\"author\"><a href=\"https://laohu8.com/S/000931\">中关村</a>在线</span>\n<span itemprop=\"isBasedOnUrl\">https://nb.zol.com.cn/773/7737468.html</span>\n<span itemprop=\"genre\">report</span>\n<span itemprop=\"wordCount\">2003</span>\n<span itemprop=\"description\">2021年7月31日，在一年一度的中国国际数码互动娱乐展览会ChinaJoy现场，AMD集中亮相了多款为游戏而生的AMD Advantage游戏本，为粉丝和玩家们带来了一场移动游戏的盛宴。AMD携手众合作伙伴在ChinaJoy上带来多款AMD 超威卓越平台笔记本AMD Advantage是AMD于2021年6月推出的...</span>\n</div></div>\n</div></body></html>","source":"zol_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>HP暗影精灵7闪亮登场AMD超威卓越平台Ch</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{ 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#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\">\nHP暗影精灵7闪亮登场AMD超威卓越平台Ch\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-31 22:18 北京时间&nbsp;&nbsp;&nbsp;<a href=http://nb.zol.com.cn/773/7737468.html><strong>请叫我Miss肖</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2021年7月31日，在一年一度的中国国际数码互动娱乐展览会ChinaJoy现场，AMD集中亮相了多款为游戏而生的AMD Advantage游戏本，为粉丝和玩家们带来了一场移动游戏的盛宴。AMD携手众合作伙伴在ChinaJoy上带来多款AMD 超威卓越平台笔记本AMD Advantage是AMD于2021年6月推出的全新设计框架，中文名称为“AMD超威卓越平台”，专为打造更佳的游戏体验而设计。作为...</p>\n\n<a href=\"http://nb.zol.com.cn/773/7737468.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/817cce8afd9c6d0c800f1364edda0141","relate_stocks":{"AMD":"美国超微公司"},"source_url":"http://nb.zol.com.cn/773/7737468.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2155816598","content_text":"2021年7月31日，在一年一度的中国国际数码互动娱乐展览会ChinaJoy现场，AMD集中亮相了多款为游戏而生的AMD Advantage游戏本，为粉丝和玩家们带来了一场移动游戏的盛宴。AMD携手众合作伙伴在ChinaJoy上带来多款AMD 超威卓越平台笔记本AMD Advantage是AMD于2021年6月推出的全新设计框架，中文名称为“AMD超威卓越平台”，专为打造更佳的游戏体验而设计。作为AMD的重要合作伙伴，惠普于第一时间推出了其首款AMD 超威卓越平台游戏本——惠普OMEN暗影精灵7锐龙版，闪亮登场AMD舞台，为AMD 超威卓越平台在ChinaJoy上强势登场打call。中国惠普有限公司消费产品事业部产品总监谢昊致辞作为首批上市的AMD 超威卓越平台游戏本，暗影精灵7锐龙版游戏本搭载了Zen3架构的AMD锐龙 7 5800H移动处理器和全新RDNA2架构的Radeon RX 6600M独显，结合AMD智能软件技术，全AMD平台的协同效益可以放大游戏性能，实现流畅的游戏体验。暗影精灵7锐龙版游戏本搭载16.1英寸的144Hz高清电竞屏幕，7ms急速响应，完全符合电竞标准。此外，该屏幕拥有100% sRGB高色域，可以还原本真颜色，不仅如此，该屏幕还拥有低频闪的DC调光及TUV + Eyesafe低蓝光认证，充分保护玩家的双眼，让玩家的眼睛无惧长时间的战斗。暗影精灵7锐龙版游戏本暗影精灵7锐龙版游戏本还有超高屏占比、全新升级的散热模组以及83Whr长续航电池等，这些为移动游戏而设计的特性，让暗影精灵7随时随地都能畅享流畅酷爽的游戏体验，在ChinaJoy现场引得玩家驻足流连，争相体验。暗影精灵7锐龙版现场体验现场体验暗影精灵7锐龙版游戏本AMD超威卓越平台是AMD于2021年6月推出的全新设计框架，通过这一框架，AMD携手众多合作伙伴将AMD Radeon RX 6000M系列移动显卡、AMD Radeon软件和AMD 锐龙5000系列移动处理器与AMD独有的智能技术、电竞级高规格显示器、高速NVME存储、出色散热设计以及其它先进的系统设计特性相结合，旨在提供更好的游戏体验，更强的性能和响应速度，从而重新定义高性能移动游戏。AMD超威卓越平台笔记本凭借AMD SmartShift和AMD Smart Access Memory这样的增强功能，可大幅提升系统的游戏性能。此外，AMD超威卓越平台笔记本经过优化，可为当今视觉效果要求苛刻的游戏提供超过100FPS的流畅游戏体验、不插电全天候视频播放、144Hz+高刷新率、逼真清晰的屏幕显示效果以及可定制化的温度调节以确保长时间游戏过程中的凉爽体验——所有这些优势和特性都被整合进了时尚便携的笔记本设计中，可谓专为游戏而生。 本文属于原创文章，如若转载，请注明来源：HP暗影精灵7闪亮登场AMD超威卓越平台ChinaJoy现场秀https://nb.zol.com.cn/773/7737468.html\n\n\n\n\n纠错与问题建议标签：笔记本电脑\nhttps://nb.zol.com.cn/773/7737468.html\nnb.zol.com.cn\ntrue\n中关村在线\nhttps://nb.zol.com.cn/773/7737468.html\nreport\n2003\n2021年7月31日，在一年一度的中国国际数码互动娱乐展览会ChinaJoy现场，AMD集中亮相了多款为游戏而生的AMD Advantage游戏本，为粉丝和玩家们带来了一场移动游戏的盛宴。AMD携手众合作伙伴在ChinaJoy上带来多款AMD 超威卓越平台笔记本AMD Advantage是AMD于2021年6月推出的...","news_type":1},"isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":808377394,"gmtCreate":1627561998418,"gmtModify":1633763798033,"author":{"id":"4088423044176710","authorId":"4088423044176710","name":"爱丽丝2022","avatar":"https://static.tigerbbs.com/cf21af481bf46a359c6aa7128b04788a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"&nbsp;赞","listText":"&nbsp;赞","text":"赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808377394","repostId":"1131779285","repostType":2,"repost":{"id":"1131779285","pubTimestamp":1627551074,"share":"https://www.laohu8.com/m/news/1131779285?lang=&edition=full","pubTime":"2021-07-29 17:31","market":"us","language":"en","title":"AMD Is The New Bellwether","url":"https://stock-news.laohu8.com/highlight/detail?id=1131779285","media":"seekingalpha","summary":"Summary\n\nAMD's earnings report on Tuesday has pushed me over the edge as to where my money needs to ","content":"<p><b>Summary</b></p>\n<ul>\n <li>AMD's earnings report on Tuesday has pushed me over the edge as to where my money needs to be.</li>\n <li>The revenue growth and valuations prove the market wants one thing: Growth.</li>\n <li>Intel has lost the bellwether title as it grows below the industry and AMD grows above it.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8a41ea3a1a9c98364332ee70330427e8\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>nantonov/iStock Editorial via Getty Images</span></p>\n<p>It's hard to deny AMD (AMD) isn't the new up-and-coming bellwether of logic semiconductors, a position undoubtedly claimed by the chip king Intel (INTC). With AMD's&nbsp;latest earnings report&nbsp;on Tuesday, the title is no longer uncontested, even with the dramatic difference in absolute dollar figures between the two. One is growing big time while the other has been in a perpetual state of discord, in part or in whole, due to unresolved business direction. On Tuesday, AMD proved it isn't relenting any time soon in its pursuit of taking the semiconductor bellwether title. In fact, it may change the definition altogether as the growth it's producing in this sector is unheard of. It's time I give AMD the thumbs up and not just watch on the sidelines.</p>\n<p><b>Growth, Growth, Growth</b></p>\n<p>Much like the age-old adage for real estate of \"location, location, location\" to sell property, growth, growth, growth is the market's adage for share returns.</p>\n<p>The market is simple when it comes to tech and anything to do with it: It pays for growth, not indecision. AMD is growing, Intel is indecisive. And not just decision-making indecisive, I'm talking business execution indecisive. AMD is proving it can produce monstrous growth, and Intel is proving incremental growth is all it can do.</p>\n<p>The chart is simple. These are two very different companies:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64f87e5b692256d2b0c4584ad37e8fdf\" tg-width=\"640\" tg-height=\"344\" width=\"100%\" height=\"auto\"><span>Chart mine, data from AMD and Intel earnings reports (non-GAAP for Intel)</span></p>\n<p>Both companies experienced a similar slowdown during the pandemic quarter of last year (Q2), but these two companies couldn't be any more different from there. While Intel struggled to find growth, especially in the data center division, AMD was stacking bills in all categories, including EPYC sales, except for a seasonal lull in semi-custom after a large gaming console launch.</p>\n<p>Since then, the story has been very dull for Intel, with flatlined or negative growth while AMD nearly doubled growth over the trough of the pandemic with its latest report.</p>\n<p>A slow down to 46%-50% in Q3 from 100% in Q2 and even from 55% to 50% year-over-year is to be expected as the great gaming console launch of 2020 will not repeat at the same level. But, to still guide for near 50% growth with that tough comp is what, in part, is driving my bullishness.</p>\n<p><b>The Valuation Proves It</b></p>\n<p>Now, of course, the market is in fact paying differently for both companies. The crucial difference is growth paves the way for better returns while stagnating growth paves the way for declines. The stock prices reflect as much:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2dad2d35040d78da964efd16dcb1a6c3\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>But the valuations also keep pace with the market's expectations:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd156a2787d8c3774149c77bf71063b2\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p><i>(AMD with Q2 and updated guidance should push the forward P/E to ~38)</i></p>\n<p>AMD's growth is worth (now) around 38 times earnings. But if you put the stock chart and the PE chart over each other, one continues to rise while the other continues to grow into it (compressing). On the other hand, Intel continues to meander as its valuation remains sideways and revenue continues to struggle, resulting in a diminishing stock return.</p>\n<p><b>The Bottom Line</b></p>\n<p>Intel bulls - you can say Intel has loads more cash flow and much higher revenue numbers (and it does), but the market isn't paying for that - clearly, as the stock price is stagnant over the last one-and-a-half years. The market is paying for growth. Period. Intel has very little to none, and AMD continues to prove it has it and more.</p>\n<p>You can be a fanboy of either company, but what good is being a fanboy if you're not getting a return on your cheerleading?</p>\n<p>One can continue to keep their money in Intel and collect 8%, including dividends, over two years, or carefully invest it in growth, which AMD is providing. This doesn't mean I love AMD's products - its graphics division leaves a lot to be desired (true ray tracing, DLSS 2.0, etc.) - but I can't stand by and hope Intel figures it out while AMD puts up the numbers it has been.</p>\n<p><b>The Bellwether Title Up For Grabs</b></p>\n<p>The basis for AMD taking over the bellwether position is because Intel can no longer provide the barometer for what the industry is doing. The semiconductor industry isn't shrinking. It's growing. From 2020 to 2021,the logic semiconductor industry is expected to grow 17%&nbsp;and over 6% from 2021 to 2022. Intel doesn't see that, it's below it. AMD doesn't see that, it's above it.</p>\n<p>I know which one is going to give me the heartbeat of the industry.</p>\n<p>You tell me which one is going to produce returns over the next year to two years.</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>AMD Is The New Bellwether</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\">\nAMD Is The New Bellwether\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-29 17:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4442043-amd-is-the-new-bellwether><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAMD's earnings report on Tuesday has pushed me over the edge as to where my money needs to be.\nThe revenue growth and valuations prove the market wants one thing: Growth.\nIntel has lost the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4442043-amd-is-the-new-bellwether\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/article/4442043-amd-is-the-new-bellwether","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131779285","content_text":"Summary\n\nAMD's earnings report on Tuesday has pushed me over the edge as to where my money needs to be.\nThe revenue growth and valuations prove the market wants one thing: Growth.\nIntel has lost the bellwether title as it grows below the industry and AMD grows above it.\n\nnantonov/iStock Editorial via Getty Images\nIt's hard to deny AMD (AMD) isn't the new up-and-coming bellwether of logic semiconductors, a position undoubtedly claimed by the chip king Intel (INTC). With AMD's latest earnings report on Tuesday, the title is no longer uncontested, even with the dramatic difference in absolute dollar figures between the two. One is growing big time while the other has been in a perpetual state of discord, in part or in whole, due to unresolved business direction. On Tuesday, AMD proved it isn't relenting any time soon in its pursuit of taking the semiconductor bellwether title. In fact, it may change the definition altogether as the growth it's producing in this sector is unheard of. It's time I give AMD the thumbs up and not just watch on the sidelines.\nGrowth, Growth, Growth\nMuch like the age-old adage for real estate of \"location, location, location\" to sell property, growth, growth, growth is the market's adage for share returns.\nThe market is simple when it comes to tech and anything to do with it: It pays for growth, not indecision. AMD is growing, Intel is indecisive. And not just decision-making indecisive, I'm talking business execution indecisive. AMD is proving it can produce monstrous growth, and Intel is proving incremental growth is all it can do.\nThe chart is simple. These are two very different companies:\nChart mine, data from AMD and Intel earnings reports (non-GAAP for Intel)\nBoth companies experienced a similar slowdown during the pandemic quarter of last year (Q2), but these two companies couldn't be any more different from there. While Intel struggled to find growth, especially in the data center division, AMD was stacking bills in all categories, including EPYC sales, except for a seasonal lull in semi-custom after a large gaming console launch.\nSince then, the story has been very dull for Intel, with flatlined or negative growth while AMD nearly doubled growth over the trough of the pandemic with its latest report.\nA slow down to 46%-50% in Q3 from 100% in Q2 and even from 55% to 50% year-over-year is to be expected as the great gaming console launch of 2020 will not repeat at the same level. But, to still guide for near 50% growth with that tough comp is what, in part, is driving my bullishness.\nThe Valuation Proves It\nNow, of course, the market is in fact paying differently for both companies. The crucial difference is growth paves the way for better returns while stagnating growth paves the way for declines. The stock prices reflect as much:\nData by YCharts\nBut the valuations also keep pace with the market's expectations:\nData by YCharts\n(AMD with Q2 and updated guidance should push the forward P/E to ~38)\nAMD's growth is worth (now) around 38 times earnings. But if you put the stock chart and the PE chart over each other, one continues to rise while the other continues to grow into it (compressing). On the other hand, Intel continues to meander as its valuation remains sideways and revenue continues to struggle, resulting in a diminishing stock return.\nThe Bottom Line\nIntel bulls - you can say Intel has loads more cash flow and much higher revenue numbers (and it does), but the market isn't paying for that - clearly, as the stock price is stagnant over the last one-and-a-half years. The market is paying for growth. Period. Intel has very little to none, and AMD continues to prove it has it and more.\nYou can be a fanboy of either company, but what good is being a fanboy if you're not getting a return on your cheerleading?\nOne can continue to keep their money in Intel and collect 8%, including dividends, over two years, or carefully invest it in growth, which AMD is providing. This doesn't mean I love AMD's products - its graphics division leaves a lot to be desired (true ray tracing, DLSS 2.0, etc.) - but I can't stand by and hope Intel figures it out while AMD puts up the numbers it has been.\nThe Bellwether Title Up For Grabs\nThe basis for AMD taking over the bellwether position is because Intel can no longer provide the barometer for what the industry is doing. The semiconductor industry isn't shrinking. It's growing. From 2020 to 2021,the logic semiconductor industry is expected to grow 17% and over 6% from 2021 to 2022. Intel doesn't see that, it's below it. AMD doesn't see that, it's above it.\nI know which one is going to give me the heartbeat of the industry.\nYou tell me which one is going to produce returns over the next year to two years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":809722786,"gmtCreate":1627393904845,"gmtModify":1633765431184,"author":{"id":"4088423044176710","authorId":"4088423044176710","name":"爱丽丝2022","avatar":"https://static.tigerbbs.com/cf21af481bf46a359c6aa7128b04788a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"赞","listText":"赞","text":"赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809722786","repostId":"2154916393","repostType":2,"repost":{"id":"2154916393","pubTimestamp":1627393440,"share":"https://www.laohu8.com/m/news/2154916393?lang=&edition=full","pubTime":"2021-07-27 21:44","market":"us","language":"zh","title":"阿里巴巴：阿里云去年销售额突破600亿元 同比增长50%","url":"https://stock-news.laohu8.com/highlight/detail?id=2154916393","media":"界面新闻","summary":"【阿里巴巴：阿里云去年销售额突破600亿元 同比增长50%】7月27日消息，阿里巴巴今日在官网披露《董事会主席兼首席执行官致股东的信》。信中表示，作为阿里巴巴面向未来的第二增长曲线，阿里云去年销售额已...","content":"<div>\n<p>7月27日消息，阿里巴巴今日在官网披露《董事会主席兼首席执行官致股东的信》。信中表示，作为阿里巴巴面向未来的第二增长曲线，阿里云去年销售额已经突破600亿元人民币，同比增长50%。 （文章来源：界面新闻）</p>\n\n<a href=\"http://stock.eastmoney.com/a/202107272017383968.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>阿里巴巴：阿里云去年销售额突破600亿元 同比增长50%</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阿里巴巴：阿里云去年销售额突破600亿元 同比增长50%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-27 21:44 北京时间&nbsp;&nbsp;&nbsp;<a href=http://stock.eastmoney.com/a/202107272017383968.html><strong>界面新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月27日消息，阿里巴巴今日在官网披露《董事会主席兼首席执行官致股东的信》。信中表示，作为阿里巴巴面向未来的第二增长曲线，阿里云去年销售额已经突破600亿元人民币，同比增长50%。 （文章来源：界面新闻）</p>\n\n<a href=\"http://stock.eastmoney.com/a/202107272017383968.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/d752152b73947ff2f4b1c08ab9eecc39","relate_stocks":{"BABA":"阿里巴巴","QNETCN":"纳斯达克中美互联网老虎指数","09988":"阿里巴巴-SW"},"source_url":"http://stock.eastmoney.com/a/202107272017383968.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154916393","content_text":"7月27日消息，阿里巴巴今日在官网披露《董事会主席兼首席执行官致股东的信》。信中表示，作为阿里巴巴面向未来的第二增长曲线，阿里云去年销售额已经突破600亿元人民币，同比增长50%。 （文章来源：界面新闻）","news_type":1},"isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":175769158,"gmtCreate":1627049439974,"gmtModify":1633768436196,"author":{"id":"4088423044176710","authorId":"4088423044176710","name":"爱丽丝2022","avatar":"https://static.tigerbbs.com/cf21af481bf46a359c6aa7128b04788a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"赞","listText":"赞","text":"赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175769158","repostId":"2153981388","repostType":2,"isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":172686863,"gmtCreate":1626958953252,"gmtModify":1633769392812,"author":{"id":"4088423044176710","authorId":"4088423044176710","name":"爱丽丝2022","avatar":"https://static.tigerbbs.com/cf21af481bf46a359c6aa7128b04788a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172686863","repostId":"1113826623","repostType":4,"repost":{"id":"1113826623","pubTimestamp":1626957821,"share":"https://www.laohu8.com/m/news/1113826623?lang=&edition=full","pubTime":"2021-07-22 20:43","market":"us","language":"zh","title":"重要信息！阿斯麦和德州仪器财报透露了芯片投资的下半场","url":"https://stock-news.laohu8.com/highlight/detail?id=1113826623","media":" 美股研究社","summary":"ASML财报电话会议里的一些关键信息\n1、净销售额在 40 亿欧元的指导范围内。由于客户希望尽快将系统投入生产，本季度的一些系统没有接受工厂验收测试，导致收入减少。因此，收入将在客户现场完成验收测试后","content":"<p><img src=\"https://static.tigerbbs.com/db3cb176252cf870b702e0a51b88c4d9\" tg-width=\"1080\" tg-height=\"314\" referrerpolicy=\"no-referrer\"><b>ASML财报电话会议里的一些关键信息</b></p>\n<p>1、净销售额在 40 亿欧元的指导范围内。由于客户希望尽快将系统投入生产，本季度的一些系统没有接受工厂验收测试，导致收入减少。因此，收入将在客户现场完成验收测试后的后续季度中确认。我们本季度出货了 10 个 EUV 系统，并确认了来自 9 个系统的 13 亿欧元收入。本季度发货的两套 EUV 系统未经工厂验收测试，因此收入将在客户现场验收后的下一季度确认。</p>\n<p>2、29 亿欧元的系统净销售额再次以 72% 的比例更多地分配给 Logic，其余 28% 来自内存。Logic 的实力推动了深紫外和 EUV 的收入。内存业务主要由DRAM驱动。本季度安装基础管理销售额为 11 亿欧元，高于预期，这是由于升级业务增加，因为客户继续推进软件升级，可以在这种高半导体需求环境中快速提高系统的生产力。</p>\n<p>3、本季度毛利率为 50.9%，高于预期，主要是由于额外的软件升级业务和一次性收入会计发布。在运营费用方面，研发费用为 6.34 亿欧元，SG&amp;A 费用为 1.72 亿欧元，略低于我们的指导。第二季度的净收入为 10 亿欧元，占净销售额的 25.8%，每股收益为 2.52 欧元。</p>\n<p>4、第二季度系统净预订额达到创纪录的 83 亿欧元，其中 EUV 系统为 49 亿欧元。EUV 和深 UV 的强劲订单量反映了所有市场的全球需求环境。订单接收主要由 Logic 驱动，占预订的 71%，而 Memory 占剩余的 29%。大多数 EUV 订单继续来自 Logic 客户，但本季度我们也获得了最大的 DRAM EUV 订单，来自多个客户。</p>\n<p>5、对 2021 年第三季度的预期。我们预计第三季度的总净销售额将在 52 亿至 54 亿欧元之间。我们预计我们的第三季度安装基础管理销售额约为 10 亿欧元。第三季度的毛利率预计在 51% 至 52% 之间。在第二季度，ASML 支付了每股普通股 1.55 欧元或 6.39 亿欧元的末期股息。加上 2020 年支付的中期股息，这导致 2020 年的总股息为每股普通股 2.75 欧元。与 2019 年的股息相比，这增加了 15%。</p>\n<p>6、2021 年第二季度，ASML 根据 2020-2022 年计划购买了 360 万股股票，总金额约为 20 亿欧元。作为 ASML 通过增加股息和股票回购向股东返还超额现金的财务政策的一部分，ASML 宣布了一项新的股票回购计划，该计划将于 2021 年 7 月 22 日开始，并将在 2023 年 12 月 31 日之前执行。作为该计划的一部分，ASML 打算回购最多 90 亿欧元的股票。</p>\n<p><img src=\"https://static.tigerbbs.com/69a1066529a0c7d9fb595ee333b2b1b2\" tg-width=\"600\" tg-height=\"400\" referrerpolicy=\"no-referrer\"></p>\n<p>7、从上个季度的不同细分市场和变化来看，我们现在预计所有市场的增长率都将更加强劲。在 Logic 领域，全球对先进和成熟节点的广泛应用领域的需求持续强劲。与我们预计 2021 年 Logic 收入同比增长 30% 的上一季度相比，我们现在预计 Logic 今年将增长约 35%。</p>\n<p>8、在 Memory 中，客户认为供需紧张将持续到明年。与我们预计 2021 年内存收入同比增长 50% 的上一季度相比，我们现在预计今年内存收入将增长约 60%。在我们的安装基础业务中，我们的升级业务连续第二个季度强于指导。客户正在寻求升级，以提供最快的途径来提高他们的晶圆输出能力。</p>\n<p>9、随着世界变得更加互联，不仅机器与人、人与机器，而且机器与机器之间的联系越来越紧密，数字化转型带来的长期增长。不断扩大的应用空间，加上 5G、人工智能、高性能和分布式计算等长期驱动因素，正在推动对半导体的快速增长的需求。</p>\n<p>10、对于 EUV，未来的需求增长主要由 Logic 驱动，随着 EUV 层数的增加和先进节点对晶圆的需求增加。我们还看到内存中 EUV 的需求不断增长，因为客户计划在三个 DRAM 客户的未来节点上实施 EUV，从而在批量生产中增加 EUV。由于本季度的订单量强劲，这使我们的总积压订单达到 175 亿欧元，其中包括 109 亿欧元的 EUV，这反映了我们今天所处的非常健康的市场环境，约占计划 EUV 产量的 80% 2022 年。未来的深紫外需求是由存储器和逻辑领域不断增长的晶圆需求推动的。我们看到高级节点和成熟节点都随着时间的推移而增加。</p>\n<p>11、综上所述，芯片需求非常旺盛，我们正在努力最大化产出以满足客户需求。作为向更互联世界的数字化转型的一部分，长期增长趋势正在推动所有细分市场在先进和成熟节点上的未来需求，这只会增加我们对长期增长前景的信心。我们计划在 9 月 29 日的投资者日向您提供有关我们未来情景的更新，因此请预订日期。</p>\n<p><b>TXN财报电话会议里的一些关键信息</b></p>\n<p>1、从第二季度的快速概览开始。在工业、汽车和个人电子产品的强劲需求推动下，本季度收入为 46 亿美元，环比增长 7%，同比增长 41%。环比增长 6%，嵌入式处理增长 2%。与去年同期相比，模拟收入增长了 42%，嵌入式收入增长了 43%。我们的其他部门比去年同期增长了 30%。</p>\n<p>2、工业市场环比上涨了 15%，比一年前上涨了约 40%。大多数行业都表现出强劲势头。继 2021 年第一季度强劲增长之后，汽车市场连续增长，较去年同期疲软增长了一倍多。与一年前相比，个人电子产品环比增长约 25%。这种优势在个人电子产品的各个部门和客户中都具有广泛的基础。按照计划，我们将在 2021 年和 2022 年上半年继续增加增量产能，并在我们的第三个 300 毫米晶圆厂 RFAB2 启动的额外支持下，将于 2022 年下半年上线。</p>\n<p>3、第二季度收入为 46 亿美元，同比增长 41%。本季度毛利润为 31 亿美元，占收入的 67%。与一年前相比，毛利率增加了 290 个基点。本季度的运营费用为 8.16 亿美元，同比增长 5%，与预期相符。在过去 12 个月的基础上，运营费用占收入的 19%。第二季度的收购费用为非现金费用，为 4800 万美元，与美国国家半导体的收购有关。</p>\n<p><img src=\"https://static.tigerbbs.com/e7f3f6c3ff0ee79bd9ed49eaa3eaabe6\" tg-width=\"400\" tg-height=\"600\" referrerpolicy=\"no-referrer\"></p>\n<p>4、本季度营业利润为 22 亿美元，占收入的 48%。营业利润比去年同期增长了 80%。由于签署了特许权使用费协议，第二季度的净收入为 19 亿美元，即每股 2.05 美元，其中包括 0.06 美元的收益，这在我们之前的展望中并不存在。</p>\n<p>5、我们的资产负债表依然强劲，在第二季度末有 74 亿美元的现金和短期投资。在库存方面，TI 库存美元比上一季度减少了 3400 万美元，天数为 111，低于预期水平。第二季度，我们签署了收购美光在犹他州莱希的 300 毫米晶圆厂的协议。这项投资将继续加强我们在制造和技术方面的竞争优势，并且是我们长期产能规划的一部分。</p>\n<p>6、对于第三季度，我们预计 TI 收入在 44.0 亿美元至 47.6 亿美元之间，每股收益将在 1.87 美元至 2.13 美元之间。我们继续预计我们的年度营业税率约为 14%。最后，我们继续投资以加强我们的竞争优势并使我们的业务更强大。</p>","source":"mgyjs","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>重要信息！阿斯麦和德州仪器财报透露了芯片投资的下半场</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; 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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重要信息！阿斯麦和德州仪器财报透露了芯片投资的下半场\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-22 20:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/kKDOUcHOYIJzjFlK9ltZcQ><strong> 美股研究社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ASML财报电话会议里的一些关键信息\n1、净销售额在 40 亿欧元的指导范围内。由于客户希望尽快将系统投入生产，本季度的一些系统没有接受工厂验收测试，导致收入减少。因此，收入将在客户现场完成验收测试后的后续季度中确认。我们本季度出货了 10 个 EUV 系统，并确认了来自 9 个系统的 13 亿欧元收入。本季度发货的两套 EUV 系统未经工厂验收测试，因此收入将在客户现场验收后的下一季度确认。\n2...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/kKDOUcHOYIJzjFlK9ltZcQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/69a1066529a0c7d9fb595ee333b2b1b2","relate_stocks":{"TXN":"德州仪器","ASML":"阿斯麦"},"source_url":"https://mp.weixin.qq.com/s/kKDOUcHOYIJzjFlK9ltZcQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113826623","content_text":"ASML财报电话会议里的一些关键信息\n1、净销售额在 40 亿欧元的指导范围内。由于客户希望尽快将系统投入生产，本季度的一些系统没有接受工厂验收测试，导致收入减少。因此，收入将在客户现场完成验收测试后的后续季度中确认。我们本季度出货了 10 个 EUV 系统，并确认了来自 9 个系统的 13 亿欧元收入。本季度发货的两套 EUV 系统未经工厂验收测试，因此收入将在客户现场验收后的下一季度确认。\n2、29 亿欧元的系统净销售额再次以 72% 的比例更多地分配给 Logic，其余 28% 来自内存。Logic 的实力推动了深紫外和 EUV 的收入。内存业务主要由DRAM驱动。本季度安装基础管理销售额为 11 亿欧元，高于预期，这是由于升级业务增加，因为客户继续推进软件升级，可以在这种高半导体需求环境中快速提高系统的生产力。\n3、本季度毛利率为 50.9%，高于预期，主要是由于额外的软件升级业务和一次性收入会计发布。在运营费用方面，研发费用为 6.34 亿欧元，SG&A 费用为 1.72 亿欧元，略低于我们的指导。第二季度的净收入为 10 亿欧元，占净销售额的 25.8%，每股收益为 2.52 欧元。\n4、第二季度系统净预订额达到创纪录的 83 亿欧元，其中 EUV 系统为 49 亿欧元。EUV 和深 UV 的强劲订单量反映了所有市场的全球需求环境。订单接收主要由 Logic 驱动，占预订的 71%，而 Memory 占剩余的 29%。大多数 EUV 订单继续来自 Logic 客户，但本季度我们也获得了最大的 DRAM EUV 订单，来自多个客户。\n5、对 2021 年第三季度的预期。我们预计第三季度的总净销售额将在 52 亿至 54 亿欧元之间。我们预计我们的第三季度安装基础管理销售额约为 10 亿欧元。第三季度的毛利率预计在 51% 至 52% 之间。在第二季度，ASML 支付了每股普通股 1.55 欧元或 6.39 亿欧元的末期股息。加上 2020 年支付的中期股息，这导致 2020 年的总股息为每股普通股 2.75 欧元。与 2019 年的股息相比，这增加了 15%。\n6、2021 年第二季度，ASML 根据 2020-2022 年计划购买了 360 万股股票，总金额约为 20 亿欧元。作为 ASML 通过增加股息和股票回购向股东返还超额现金的财务政策的一部分，ASML 宣布了一项新的股票回购计划，该计划将于 2021 年 7 月 22 日开始，并将在 2023 年 12 月 31 日之前执行。作为该计划的一部分，ASML 打算回购最多 90 亿欧元的股票。\n\n7、从上个季度的不同细分市场和变化来看，我们现在预计所有市场的增长率都将更加强劲。在 Logic 领域，全球对先进和成熟节点的广泛应用领域的需求持续强劲。与我们预计 2021 年 Logic 收入同比增长 30% 的上一季度相比，我们现在预计 Logic 今年将增长约 35%。\n8、在 Memory 中，客户认为供需紧张将持续到明年。与我们预计 2021 年内存收入同比增长 50% 的上一季度相比，我们现在预计今年内存收入将增长约 60%。在我们的安装基础业务中，我们的升级业务连续第二个季度强于指导。客户正在寻求升级，以提供最快的途径来提高他们的晶圆输出能力。\n9、随着世界变得更加互联，不仅机器与人、人与机器，而且机器与机器之间的联系越来越紧密，数字化转型带来的长期增长。不断扩大的应用空间，加上 5G、人工智能、高性能和分布式计算等长期驱动因素，正在推动对半导体的快速增长的需求。\n10、对于 EUV，未来的需求增长主要由 Logic 驱动，随着 EUV 层数的增加和先进节点对晶圆的需求增加。我们还看到内存中 EUV 的需求不断增长，因为客户计划在三个 DRAM 客户的未来节点上实施 EUV，从而在批量生产中增加 EUV。由于本季度的订单量强劲，这使我们的总积压订单达到 175 亿欧元，其中包括 109 亿欧元的 EUV，这反映了我们今天所处的非常健康的市场环境，约占计划 EUV 产量的 80% 2022 年。未来的深紫外需求是由存储器和逻辑领域不断增长的晶圆需求推动的。我们看到高级节点和成熟节点都随着时间的推移而增加。\n11、综上所述，芯片需求非常旺盛，我们正在努力最大化产出以满足客户需求。作为向更互联世界的数字化转型的一部分，长期增长趋势正在推动所有细分市场在先进和成熟节点上的未来需求，这只会增加我们对长期增长前景的信心。我们计划在 9 月 29 日的投资者日向您提供有关我们未来情景的更新，因此请预订日期。\nTXN财报电话会议里的一些关键信息\n1、从第二季度的快速概览开始。在工业、汽车和个人电子产品的强劲需求推动下，本季度收入为 46 亿美元，环比增长 7%，同比增长 41%。环比增长 6%，嵌入式处理增长 2%。与去年同期相比，模拟收入增长了 42%，嵌入式收入增长了 43%。我们的其他部门比去年同期增长了 30%。\n2、工业市场环比上涨了 15%，比一年前上涨了约 40%。大多数行业都表现出强劲势头。继 2021 年第一季度强劲增长之后，汽车市场连续增长，较去年同期疲软增长了一倍多。与一年前相比，个人电子产品环比增长约 25%。这种优势在个人电子产品的各个部门和客户中都具有广泛的基础。按照计划，我们将在 2021 年和 2022 年上半年继续增加增量产能，并在我们的第三个 300 毫米晶圆厂 RFAB2 启动的额外支持下，将于 2022 年下半年上线。\n3、第二季度收入为 46 亿美元，同比增长 41%。本季度毛利润为 31 亿美元，占收入的 67%。与一年前相比，毛利率增加了 290 个基点。本季度的运营费用为 8.16 亿美元，同比增长 5%，与预期相符。在过去 12 个月的基础上，运营费用占收入的 19%。第二季度的收购费用为非现金费用，为 4800 万美元，与美国国家半导体的收购有关。\n\n4、本季度营业利润为 22 亿美元，占收入的 48%。营业利润比去年同期增长了 80%。由于签署了特许权使用费协议，第二季度的净收入为 19 亿美元，即每股 2.05 美元，其中包括 0.06 美元的收益，这在我们之前的展望中并不存在。\n5、我们的资产负债表依然强劲，在第二季度末有 74 亿美元的现金和短期投资。在库存方面，TI 库存美元比上一季度减少了 3400 万美元，天数为 111，低于预期水平。第二季度，我们签署了收购美光在犹他州莱希的 300 毫米晶圆厂的协议。这项投资将继续加强我们在制造和技术方面的竞争优势，并且是我们长期产能规划的一部分。\n6、对于第三季度，我们预计 TI 收入在 44.0 亿美元至 47.6 亿美元之间，每股收益将在 1.87 美元至 2.13 美元之间。我们继续预计我们的年度营业税率约为 14%。最后，我们继续投资以加强我们的竞争优势并使我们的业务更强大。","news_type":1},"isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":811983363,"gmtCreate":1630283710652,"gmtModify":1704957729025,"author":{"id":"4088423044176710","authorId":"4088423044176710","name":"爱丽丝2022","avatar":"https://static.tigerbbs.com/cf21af481bf46a359c6aa7128b04788a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"赞","listText":"赞","text":"赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/811983363","repostId":"1174563514","repostType":4,"repost":{"id":"1174563514","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":1630277271,"share":"https://www.laohu8.com/m/news/1174563514?lang=&edition=full","pubTime":"2021-08-30 06:47","market":"fut","language":"zh","title":"本周前瞻：美国8月非农来袭！美团、理想汽车放榜在即","url":"https://stock-news.laohu8.com/highlight/detail?id=1174563514","media":"老虎资讯综合","summary":"摘要：经济数据方面，中国8月官方制造业PMI数据，美国8月ADP就业人数数据，美国8月非农就业报告数据值得关注；事件方面，聚焦OPEC与非OPEC产油国举行第20次部长级会议；财报方面，美团、网易、中","content":"<blockquote>\n <b>摘要：</b>经济数据方面，中国8月官方制造业PMI数据，美国8月ADP就业人数数据，美国8月非农就业报告数据值得关注；事件方面，聚焦OPEC与非OPEC产油国举行第20次部长级会议；财报方面，美团、<a href=\"https://laohu8.com/S/NTES\">网易</a>、<a href=\"https://laohu8.com/S/03333\">中国恒大</a>、<a href=\"https://laohu8.com/S/ZM\">Zoom</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/00520\">呷哺呷哺</a>将陆续公布财报。\n</blockquote>\n<p><b>周一（8月30日）关键词：欧元区8月消费者信心指数；美团、呷哺呷哺、理想汽车、Zoom、叮咚买菜财报</b></p>\n<p><img src=\"https://static.tigerbbs.com/5f77ec6d23c6725f301150cf61e41211\" tg-width=\"781\" tg-height=\"340\" referrerpolicy=\"no-referrer\"></p>\n<p><b>欧盟执委会7月29日的数据显示，欧元区7月经济景气指数创下历史新高，但消费者的乐观情绪有所下降，该指数增速放缓或暗示峰值即将接近。</b></p>\n<p>欧盟执委会称，针对19个欧元区国家所做的月度调查显示，7月经济景气指数上升至119.0点，创下自1985年开始收集数据以来的最高纪录，比6月创下的21年高位117.9点还要更高。</p>\n<p>然而，随着经济活动重新开放的积极影响开始减弱，以及围绕Delta变种病毒的担忧，该指数增长速度放缓。</p>\n<p><b>财报方面：港股美团、呷哺呷哺；美股理想汽车（盘前）、Zoom（盘后）、<a href=\"https://laohu8.com/S/DDL\">叮咚</a>买菜（盘前）</b></p>\n<p><b>周二（8月31日）关键词：中国8月官方制造业PMI；<a href=\"https://laohu8.com/S/02162\">康诺亚-B</a>、中国恒大、网易财报</b></p>\n<p><img src=\"https://static.tigerbbs.com/8c46953d312abb61ba69fddc2c19ecd1\" tg-width=\"782\" tg-height=\"772\" referrerpolicy=\"no-referrer\"></p>\n<p>中国7月官方非制造业PMI显示建筑业活动有所回落，但考虑到调查的时间，数据没能反映出德尔塔毒株疫情对服务业的打击。8月非制造业活动趋势可能逆转，建筑业活动表现更好，而服务业则在疫情影响下陷入困境。</p>\n<p>目前市场预计中国8月官方制造业PMI将继续保持在扩张区域，但将从7月的50.4小幅回落至50.1。同样，侧重出口导向型企业的财新制造业PMI可能会降至50.2，7月为50.3。据估计，中国8月官方非制造业PMI可能从7月的53.3回落至51.7。</p>\n<p><b>财报方面：港股康诺亚-B、中国恒大；美股网易（盘前）</b></p>\n<p><b>新股方面：<a href=\"https://laohu8.com/S/DDI\">DoubleDown Interactive</a></b><b>、</b><b>FOCUS UNIVERSAL INC.</b><b>在纳斯达克上市。</b></p>\n<p><b>9月1日周三关键词：美国ISM制造业PMI；C3.ai Inc、Okta财报</b></p>\n<p><img src=\"https://static.tigerbbs.com/be9e5ef7542d86a32fdaea6d9591db2e\" tg-width=\"702\" tg-height=\"815\" referrerpolicy=\"no-referrer\"></p>\n<p>美国供应管理协会(ISM)8月2日公布的数据显示，美国7月ISM制造业PMI录得59.50，略微差于预期60.9，为连续第二个月放缓。制造业新订单指数64.9，预期64.3，6月为66。这是该分项指数连续第二个月下降。不过，由于工厂库存仍然紧张，且企业仓库几乎是空的，预计未来新订单放缓的形势会转好。<b>目前市场预计美国8月ISM制造业PMI为59。</b></p>\n<p><b>财报方面：美股C3.ai Inc、Okta（盘后）</b></p>\n<p><b>9月2日周四关键词：初请失业金人数变动；博通财报</b></p>\n<p><img src=\"https://static.tigerbbs.com/8829df5db762393f0591564141d29373\" tg-width=\"786\" tg-height=\"768\" referrerpolicy=\"no-referrer\"></p>\n<p>美国首次申请失业救济人数五周来首次上升，劳动力市场迈向全面复苏的道路仍非坦途。美国劳工部8月26日公布的数据显示，在截至8月21日一周，首次申领失业救济人数达35.3万，比前一周增加4,000。彭博调查预估中值为35万。截至8月14日当周持续申请失业救济人数略微下降至290万。</p>\n<p><b>财报方面：美股博通（盘后）</b></p>\n<p><b>9月3日周五关键词：美国8月非农就业报告</b></p>\n<p><img src=\"https://static.tigerbbs.com/752941809f6b53293d13c24e4c4c7a69\" tg-width=\"779\" tg-height=\"583\" referrerpolicy=\"no-referrer\"></p>\n<p>6月和7月新增了近190万个就业岗位，但分析师们难以判断这一速度能否持续。初步估计8月就业岗位增加76.3万个，但本周初或在周三ADP公布民间就业报告后，留意是否有最新预估公布。</p>\n<p>若延续前两个月的增势，可能足以让美联储官员宣布，他们在实现充分就业和物价稳定目标方面取得了“实质性的进一步进展”。这样就可能在9月会议上就外界期待已久的“缩减”美联储每月1,200亿美元购债做出决定，或者至少引发一场更激烈的辩论。</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>本周前瞻：美国8月非农来袭！美团、理想汽车放榜在即</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本周前瞻：美国8月非农来袭！美团、理想汽车放榜在即\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\">2021-08-30 06:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>\n <b>摘要：</b>经济数据方面，中国8月官方制造业PMI数据，美国8月ADP就业人数数据，美国8月非农就业报告数据值得关注；事件方面，聚焦OPEC与非OPEC产油国举行第20次部长级会议；财报方面，美团、<a href=\"https://laohu8.com/S/NTES\">网易</a>、<a href=\"https://laohu8.com/S/03333\">中国恒大</a>、<a href=\"https://laohu8.com/S/ZM\">Zoom</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>、<a href=\"https://laohu8.com/S/00520\">呷哺呷哺</a>将陆续公布财报。\n</blockquote>\n<p><b>周一（8月30日）关键词：欧元区8月消费者信心指数；美团、呷哺呷哺、理想汽车、Zoom、叮咚买菜财报</b></p>\n<p><img src=\"https://static.tigerbbs.com/5f77ec6d23c6725f301150cf61e41211\" tg-width=\"781\" tg-height=\"340\" referrerpolicy=\"no-referrer\"></p>\n<p><b>欧盟执委会7月29日的数据显示，欧元区7月经济景气指数创下历史新高，但消费者的乐观情绪有所下降，该指数增速放缓或暗示峰值即将接近。</b></p>\n<p>欧盟执委会称，针对19个欧元区国家所做的月度调查显示，7月经济景气指数上升至119.0点，创下自1985年开始收集数据以来的最高纪录，比6月创下的21年高位117.9点还要更高。</p>\n<p>然而，随着经济活动重新开放的积极影响开始减弱，以及围绕Delta变种病毒的担忧，该指数增长速度放缓。</p>\n<p><b>财报方面：港股美团、呷哺呷哺；美股理想汽车（盘前）、Zoom（盘后）、<a href=\"https://laohu8.com/S/DDL\">叮咚</a>买菜（盘前）</b></p>\n<p><b>周二（8月31日）关键词：中国8月官方制造业PMI；<a href=\"https://laohu8.com/S/02162\">康诺亚-B</a>、中国恒大、网易财报</b></p>\n<p><img src=\"https://static.tigerbbs.com/8c46953d312abb61ba69fddc2c19ecd1\" tg-width=\"782\" tg-height=\"772\" referrerpolicy=\"no-referrer\"></p>\n<p>中国7月官方非制造业PMI显示建筑业活动有所回落，但考虑到调查的时间，数据没能反映出德尔塔毒株疫情对服务业的打击。8月非制造业活动趋势可能逆转，建筑业活动表现更好，而服务业则在疫情影响下陷入困境。</p>\n<p>目前市场预计中国8月官方制造业PMI将继续保持在扩张区域，但将从7月的50.4小幅回落至50.1。同样，侧重出口导向型企业的财新制造业PMI可能会降至50.2，7月为50.3。据估计，中国8月官方非制造业PMI可能从7月的53.3回落至51.7。</p>\n<p><b>财报方面：港股康诺亚-B、中国恒大；美股网易（盘前）</b></p>\n<p><b>新股方面：<a href=\"https://laohu8.com/S/DDI\">DoubleDown Interactive</a></b><b>、</b><b>FOCUS UNIVERSAL INC.</b><b>在纳斯达克上市。</b></p>\n<p><b>9月1日周三关键词：美国ISM制造业PMI；C3.ai Inc、Okta财报</b></p>\n<p><img src=\"https://static.tigerbbs.com/be9e5ef7542d86a32fdaea6d9591db2e\" tg-width=\"702\" tg-height=\"815\" referrerpolicy=\"no-referrer\"></p>\n<p>美国供应管理协会(ISM)8月2日公布的数据显示，美国7月ISM制造业PMI录得59.50，略微差于预期60.9，为连续第二个月放缓。制造业新订单指数64.9，预期64.3，6月为66。这是该分项指数连续第二个月下降。不过，由于工厂库存仍然紧张，且企业仓库几乎是空的，预计未来新订单放缓的形势会转好。<b>目前市场预计美国8月ISM制造业PMI为59。</b></p>\n<p><b>财报方面：美股C3.ai Inc、Okta（盘后）</b></p>\n<p><b>9月2日周四关键词：初请失业金人数变动；博通财报</b></p>\n<p><img src=\"https://static.tigerbbs.com/8829df5db762393f0591564141d29373\" tg-width=\"786\" tg-height=\"768\" referrerpolicy=\"no-referrer\"></p>\n<p>美国首次申请失业救济人数五周来首次上升，劳动力市场迈向全面复苏的道路仍非坦途。美国劳工部8月26日公布的数据显示，在截至8月21日一周，首次申领失业救济人数达35.3万，比前一周增加4,000。彭博调查预估中值为35万。截至8月14日当周持续申请失业救济人数略微下降至290万。</p>\n<p><b>财报方面：美股博通（盘后）</b></p>\n<p><b>9月3日周五关键词：美国8月非农就业报告</b></p>\n<p><img src=\"https://static.tigerbbs.com/752941809f6b53293d13c24e4c4c7a69\" tg-width=\"779\" tg-height=\"583\" referrerpolicy=\"no-referrer\"></p>\n<p>6月和7月新增了近190万个就业岗位，但分析师们难以判断这一速度能否持续。初步估计8月就业岗位增加76.3万个，但本周初或在周三ADP公布民间就业报告后，留意是否有最新预估公布。</p>\n<p>若延续前两个月的增势，可能足以让美联储官员宣布，他们在实现充分就业和物价稳定目标方面取得了“实质性的进一步进展”。这样就可能在9月会议上就外界期待已久的“缩减”美联储每月1,200亿美元购债做出决定，或者至少引发一场更激烈的辩论。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/082208e3c37780dd55878056410ffa43","relate_stocks":{"159934":"黄金ETF","518880":"黄金ETF","GLD":"SPDR黄金ETF",".DJI":"道琼斯","NUGT":"二倍做多黄金矿业指数ETF-Direxion","HSTECH":"恒生科技指数","IAU":"黄金信托ETF(iShares)",".IXIC":"NASDAQ Composite","DUST":"二倍做空黄金矿业指数ETF-Direxion","GDX":"黄金矿业ETF-VanEck",".SPX":"S&P 500 Index","03690":"美团-W","HSI":"恒生指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174563514","content_text":"摘要：经济数据方面，中国8月官方制造业PMI数据，美国8月ADP就业人数数据，美国8月非农就业报告数据值得关注；事件方面，聚焦OPEC与非OPEC产油国举行第20次部长级会议；财报方面，美团、网易、中国恒大、Zoom、理想汽车、呷哺呷哺将陆续公布财报。\n\n周一（8月30日）关键词：欧元区8月消费者信心指数；美团、呷哺呷哺、理想汽车、Zoom、叮咚买菜财报\n\n欧盟执委会7月29日的数据显示，欧元区7月经济景气指数创下历史新高，但消费者的乐观情绪有所下降，该指数增速放缓或暗示峰值即将接近。\n欧盟执委会称，针对19个欧元区国家所做的月度调查显示，7月经济景气指数上升至119.0点，创下自1985年开始收集数据以来的最高纪录，比6月创下的21年高位117.9点还要更高。\n然而，随着经济活动重新开放的积极影响开始减弱，以及围绕Delta变种病毒的担忧，该指数增长速度放缓。\n财报方面：港股美团、呷哺呷哺；美股理想汽车（盘前）、Zoom（盘后）、叮咚买菜（盘前）\n周二（8月31日）关键词：中国8月官方制造业PMI；康诺亚-B、中国恒大、网易财报\n\n中国7月官方非制造业PMI显示建筑业活动有所回落，但考虑到调查的时间，数据没能反映出德尔塔毒株疫情对服务业的打击。8月非制造业活动趋势可能逆转，建筑业活动表现更好，而服务业则在疫情影响下陷入困境。\n目前市场预计中国8月官方制造业PMI将继续保持在扩张区域，但将从7月的50.4小幅回落至50.1。同样，侧重出口导向型企业的财新制造业PMI可能会降至50.2，7月为50.3。据估计，中国8月官方非制造业PMI可能从7月的53.3回落至51.7。\n财报方面：港股康诺亚-B、中国恒大；美股网易（盘前）\n新股方面：DoubleDown Interactive、FOCUS UNIVERSAL INC.在纳斯达克上市。\n9月1日周三关键词：美国ISM制造业PMI；C3.ai Inc、Okta财报\n\n美国供应管理协会(ISM)8月2日公布的数据显示，美国7月ISM制造业PMI录得59.50，略微差于预期60.9，为连续第二个月放缓。制造业新订单指数64.9，预期64.3，6月为66。这是该分项指数连续第二个月下降。不过，由于工厂库存仍然紧张，且企业仓库几乎是空的，预计未来新订单放缓的形势会转好。目前市场预计美国8月ISM制造业PMI为59。\n财报方面：美股C3.ai Inc、Okta（盘后）\n9月2日周四关键词：初请失业金人数变动；博通财报\n\n美国首次申请失业救济人数五周来首次上升，劳动力市场迈向全面复苏的道路仍非坦途。美国劳工部8月26日公布的数据显示，在截至8月21日一周，首次申领失业救济人数达35.3万，比前一周增加4,000。彭博调查预估中值为35万。截至8月14日当周持续申请失业救济人数略微下降至290万。\n财报方面：美股博通（盘后）\n9月3日周五关键词：美国8月非农就业报告\n\n6月和7月新增了近190万个就业岗位，但分析师们难以判断这一速度能否持续。初步估计8月就业岗位增加76.3万个，但本周初或在周三ADP公布民间就业报告后，留意是否有最新预估公布。\n若延续前两个月的增势，可能足以让美联储官员宣布，他们在实现充分就业和物价稳定目标方面取得了“实质性的进一步进展”。这样就可能在9月会议上就外界期待已久的“缩减”美联储每月1,200亿美元购债做出决定，或者至少引发一场更激烈的辩论。","news_type":1},"isVote":1,"tweetType":1,"viewCount":935,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":176129634,"gmtCreate":1626872873528,"gmtModify":1633770250913,"author":{"id":"4088423044176710","authorId":"4088423044176710","name":"爱丽丝2022","avatar":"https://static.tigerbbs.com/cf21af481bf46a359c6aa7128b04788a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[呆住]&nbsp;","listText":"[呆住]&nbsp;","text":"[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/176129634","repostId":"1193478883","repostType":2,"repost":{"id":"1193478883","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":1626870582,"share":"https://www.laohu8.com/m/news/1193478883?lang=&edition=full","pubTime":"2021-07-21 20:29","market":"us","language":"zh","title":"盘前：贾跃亭再次“涅槃重生”！WSB概念又现妖股","url":"https://stock-news.laohu8.com/highlight/detail?id=1193478883","media":"老虎资讯综合","summary":"7月21日，美国三大股指期货涨跌不一，截至发稿，道指期货涨0.34%；标普500指数期货涨0.14%；纳斯达克100指数期货跌0.22%盘前行情\nWSB概念股盘前涨跌互现，SOS涨超13%，Expre","content":"<p>7月21日，美国三大股指期货涨跌不一，截至发稿，道指期货涨0.34%；标普500指数期货涨0.14%；纳斯达克100指数期货跌0.22%<img src=\"https://static.tigerbbs.com/133ab582cf4c03305c6b4129bcd8fbbd\" tg-width=\"828\" tg-height=\"241\" referrerpolicy=\"no-referrer\"><b>盘前行情</b></p>\n<p>WSB概念股盘前涨跌互现，SOS涨超13%，<a href=\"https://laohu8.com/S/EXPR\">Express</a>涨2.5%，<a href=\"https://laohu8.com/S/KOSS\">高斯电子</a>跌超5%，<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>跌3%。</p>\n<p>美股区块链板块盘前走高，Bit Digital涨超6%，Marathon Patent、Riot Blockchain、<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>涨超6%，<a href=\"https://laohu8.com/S/NCTY\">第九城市</a>、<a href=\"https://laohu8.com/S/EBON\">亿邦国际</a>涨超5%。</p>\n<p>部分热门中概股上涨，<a href=\"https://laohu8.com/S/JKS\">晶科能源</a>涨超3%，<a href=\"https://laohu8.com/S/DQ\">大全新能源</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>、<a href=\"https://laohu8.com/S/EDU\">新东方</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超2%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、雾芯科技涨超1%，<a href=\"https://laohu8.com/S/GOTU\">高途</a>、<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>、<a href=\"https://laohu8.com/S/TSM\">台积电</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跟涨。</p>\n<p>“芯片之母”<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>盘前涨近3%，其2021年二季度净销售额40.20亿欧元，同比增长20.87%；净利润为10.38亿欧元，同比增38.22%。Q2新增订单金额82.71亿欧元，其中包括49亿欧元的EUV订单；较上一季度的新增订单金额47.40亿欧元环比大增74.49%。此外，公司宣布一项至多为90亿欧元的股票回购计划。</p>\n<p><a href=\"https://laohu8.com/S/NURO\">NeuroMetrix</a>盘前大涨26%，旗下Quell经皮神经电刺激器获FDA“突破性疗法”认定。昨日该股收涨近208%。</p>\n<p><a href=\"https://laohu8.com/S/HOG\">哈雷戴维森</a>盘前涨近2%，二季度营收15.3亿美元，市场预期13.8亿美元；调整后每股收益1.41美元，市场预期1.26美元。</p>\n<p><a href=\"https://laohu8.com/S/VZ\">威瑞森</a>盘前涨超1%，第二季度调整后每股收益1.37美元，市场预估1.30美元；第二季度营运收入338亿美元，市场预估326.7亿美元。</p>\n<p><a href=\"https://laohu8.com/S/KO\">可口可乐</a>盘前涨近2%，2021年第二季度营收101亿美元，前值71.5亿美元，预期值92.46亿美元。第二季度每股收益0.61美元，市场预期0.55美元，去年同期0.41美元。</p>\n<p>FF在纳斯达克挂牌进入倒计时，贾跃亭再次“涅槃重生”！PSAC盘前涨超4%，在PSAC举行的特别会议上，股东审议和投票通过了PSAC和FF之间的拟议合并交易有关的全部方案，且披露完整投票结果的8-K表格已经提交给美国证券交易委员会。此外，PSAC持股人选择赎回的最后期限已过，在PSAC与FF的拟议业务合并完成时，99.91%的资金将留在PSAC的信托账户上。因此，FF预计在业务合并完成时可获得约10亿美元的资金。业务合并完成后，PSAC将更名为\"FaradayFutureIntelligentElectricInc.\"，其普通股和认股权证预计将于2021年7月22日前后在美国纳斯达克交易所开始交易，股票代码分别为\"FFIE\"和\"FFIE.WS\"。</p>\n<p><b>欧洲市场</b></p>\n<p>欧洲主要股指集体上涨，截至发稿，德国DAX30指数涨0.35%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>涨1.27%、法国CAC40涨0.92%。<img src=\"https://static.tigerbbs.com/958f15983672b628bee8ebe1696fcf83\" tg-width=\"825\" tg-height=\"363\" referrerpolicy=\"no-referrer\"><b>原油</b></p>\n<p>美、布两油上涨，截止发稿，WTI原油涨1.15%，报67.97美元/桶；布伦特原油涨1.25%，报70.21美元/桶。</p>\n<p>全球需求仍在动态复苏，因此尽管OPEC+将增产，但未来几个月石油市场应会出现供应短缺，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>继续看好油价在下半年剩余时间继续走高。</p>\n<p><b>黄金</b></p>\n<p>现货黄金日内下跌，截止发稿，跌0.59%，报1800.65美元/盎司。</p>\n<p>主要因美债收益率跌势暂缓，给金价带来压力，不过人们担心具有高度传染性的Delta冠状病毒变种可能会阻碍全球经济复苏，这又限制金价跌幅。</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>盘前：贾跃亭再次“涅槃重生”！WSB概念又现妖股</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盘前：贾跃亭再次“涅槃重生”！WSB概念又现妖股\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\">2021-07-21 20:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月21日，美国三大股指期货涨跌不一，截至发稿，道指期货涨0.34%；标普500指数期货涨0.14%；纳斯达克100指数期货跌0.22%<img src=\"https://static.tigerbbs.com/133ab582cf4c03305c6b4129bcd8fbbd\" tg-width=\"828\" tg-height=\"241\" referrerpolicy=\"no-referrer\"><b>盘前行情</b></p>\n<p>WSB概念股盘前涨跌互现，SOS涨超13%，<a href=\"https://laohu8.com/S/EXPR\">Express</a>涨2.5%，<a href=\"https://laohu8.com/S/KOSS\">高斯电子</a>跌超5%，<a href=\"https://laohu8.com/S/AMC\">AMC院线</a>跌3%。</p>\n<p>美股区块链板块盘前走高，Bit Digital涨超6%，Marathon Patent、Riot Blockchain、<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>涨超6%，<a href=\"https://laohu8.com/S/NCTY\">第九城市</a>、<a href=\"https://laohu8.com/S/EBON\">亿邦国际</a>涨超5%。</p>\n<p>部分热门中概股上涨，<a href=\"https://laohu8.com/S/JKS\">晶科能源</a>涨超3%，<a href=\"https://laohu8.com/S/DQ\">大全新能源</a>、<a href=\"https://laohu8.com/S/TAL\">好未来</a>、<a href=\"https://laohu8.com/S/EDU\">新东方</a>、<a href=\"https://laohu8.com/S/LI\">理想汽车</a>涨超2%，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>、雾芯科技涨超1%，<a href=\"https://laohu8.com/S/GOTU\">高途</a>、<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>、<a href=\"https://laohu8.com/S/TSM\">台积电</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跟涨。</p>\n<p>“芯片之母”<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>盘前涨近3%，其2021年二季度净销售额40.20亿欧元，同比增长20.87%；净利润为10.38亿欧元，同比增38.22%。Q2新增订单金额82.71亿欧元，其中包括49亿欧元的EUV订单；较上一季度的新增订单金额47.40亿欧元环比大增74.49%。此外，公司宣布一项至多为90亿欧元的股票回购计划。</p>\n<p><a href=\"https://laohu8.com/S/NURO\">NeuroMetrix</a>盘前大涨26%，旗下Quell经皮神经电刺激器获FDA“突破性疗法”认定。昨日该股收涨近208%。</p>\n<p><a href=\"https://laohu8.com/S/HOG\">哈雷戴维森</a>盘前涨近2%，二季度营收15.3亿美元，市场预期13.8亿美元；调整后每股收益1.41美元，市场预期1.26美元。</p>\n<p><a href=\"https://laohu8.com/S/VZ\">威瑞森</a>盘前涨超1%，第二季度调整后每股收益1.37美元，市场预估1.30美元；第二季度营运收入338亿美元，市场预估326.7亿美元。</p>\n<p><a href=\"https://laohu8.com/S/KO\">可口可乐</a>盘前涨近2%，2021年第二季度营收101亿美元，前值71.5亿美元，预期值92.46亿美元。第二季度每股收益0.61美元，市场预期0.55美元，去年同期0.41美元。</p>\n<p>FF在纳斯达克挂牌进入倒计时，贾跃亭再次“涅槃重生”！PSAC盘前涨超4%，在PSAC举行的特别会议上，股东审议和投票通过了PSAC和FF之间的拟议合并交易有关的全部方案，且披露完整投票结果的8-K表格已经提交给美国证券交易委员会。此外，PSAC持股人选择赎回的最后期限已过，在PSAC与FF的拟议业务合并完成时，99.91%的资金将留在PSAC的信托账户上。因此，FF预计在业务合并完成时可获得约10亿美元的资金。业务合并完成后，PSAC将更名为\"FaradayFutureIntelligentElectricInc.\"，其普通股和认股权证预计将于2021年7月22日前后在美国纳斯达克交易所开始交易，股票代码分别为\"FFIE\"和\"FFIE.WS\"。</p>\n<p><b>欧洲市场</b></p>\n<p>欧洲主要股指集体上涨，截至发稿，德国DAX30指数涨0.35%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>涨1.27%、法国CAC40涨0.92%。<img src=\"https://static.tigerbbs.com/958f15983672b628bee8ebe1696fcf83\" tg-width=\"825\" tg-height=\"363\" referrerpolicy=\"no-referrer\"><b>原油</b></p>\n<p>美、布两油上涨，截止发稿，WTI原油涨1.15%，报67.97美元/桶；布伦特原油涨1.25%，报70.21美元/桶。</p>\n<p>全球需求仍在动态复苏，因此尽管OPEC+将增产，但未来几个月石油市场应会出现供应短缺，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>继续看好油价在下半年剩余时间继续走高。</p>\n<p><b>黄金</b></p>\n<p>现货黄金日内下跌，截止发稿，跌0.59%，报1800.65美元/盎司。</p>\n<p>主要因美债收益率跌势暂缓，给金价带来压力，不过人们担心具有高度传染性的Delta冠状病毒变种可能会阻碍全球经济复苏，这又限制金价跌幅。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{"FFIE":"Faraday Future","KO":"可口可乐","ASML":"阿斯麦"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193478883","content_text":"7月21日，美国三大股指期货涨跌不一，截至发稿，道指期货涨0.34%；标普500指数期货涨0.14%；纳斯达克100指数期货跌0.22%盘前行情\nWSB概念股盘前涨跌互现，SOS涨超13%，Express涨2.5%，高斯电子跌超5%，AMC院线跌3%。\n美股区块链板块盘前走高，Bit Digital涨超6%，Marathon Patent、Riot Blockchain、嘉楠科技涨超6%，第九城市、亿邦国际涨超5%。\n部分热门中概股上涨，晶科能源涨超3%，大全新能源、好未来、新东方、理想汽车涨超2%，小鹏汽车、雾芯科技涨超1%，高途、腾讯音乐、台积电、蔚来跟涨。\n“芯片之母”阿斯麦盘前涨近3%，其2021年二季度净销售额40.20亿欧元，同比增长20.87%；净利润为10.38亿欧元，同比增38.22%。Q2新增订单金额82.71亿欧元，其中包括49亿欧元的EUV订单；较上一季度的新增订单金额47.40亿欧元环比大增74.49%。此外，公司宣布一项至多为90亿欧元的股票回购计划。\nNeuroMetrix盘前大涨26%，旗下Quell经皮神经电刺激器获FDA“突破性疗法”认定。昨日该股收涨近208%。\n哈雷戴维森盘前涨近2%，二季度营收15.3亿美元，市场预期13.8亿美元；调整后每股收益1.41美元，市场预期1.26美元。\n威瑞森盘前涨超1%，第二季度调整后每股收益1.37美元，市场预估1.30美元；第二季度营运收入338亿美元，市场预估326.7亿美元。\n可口可乐盘前涨近2%，2021年第二季度营收101亿美元，前值71.5亿美元，预期值92.46亿美元。第二季度每股收益0.61美元，市场预期0.55美元，去年同期0.41美元。\nFF在纳斯达克挂牌进入倒计时，贾跃亭再次“涅槃重生”！PSAC盘前涨超4%，在PSAC举行的特别会议上，股东审议和投票通过了PSAC和FF之间的拟议合并交易有关的全部方案，且披露完整投票结果的8-K表格已经提交给美国证券交易委员会。此外，PSAC持股人选择赎回的最后期限已过，在PSAC与FF的拟议业务合并完成时，99.91%的资金将留在PSAC的信托账户上。因此，FF预计在业务合并完成时可获得约10亿美元的资金。业务合并完成后，PSAC将更名为\"FaradayFutureIntelligentElectricInc.\"，其普通股和认股权证预计将于2021年7月22日前后在美国纳斯达克交易所开始交易，股票代码分别为\"FFIE\"和\"FFIE.WS\"。\n欧洲市场\n欧洲主要股指集体上涨，截至发稿，德国DAX30指数涨0.35%，英国富时100涨1.27%、法国CAC40涨0.92%。原油\n美、布两油上涨，截止发稿，WTI原油涨1.15%，报67.97美元/桶；布伦特原油涨1.25%，报70.21美元/桶。\n全球需求仍在动态复苏，因此尽管OPEC+将增产，但未来几个月石油市场应会出现供应短缺，摩根大通继续看好油价在下半年剩余时间继续走高。\n黄金\n现货黄金日内下跌，截止发稿，跌0.59%，报1800.65美元/盎司。\n主要因美债收益率跌势暂缓，给金价带来压力，不过人们担心具有高度传染性的Delta冠状病毒变种可能会阻碍全球经济复苏，这又限制金价跌幅。","news_type":1},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":143558954,"gmtCreate":1625804112378,"gmtModify":1633937144722,"author":{"id":"4088423044176710","authorId":"4088423044176710","name":"爱丽丝2022","avatar":"https://static.tigerbbs.com/cf21af481bf46a359c6aa7128b04788a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"不错哦😯","listText":"不错哦😯","text":"不错哦😯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/143558954","repostId":"1178083676","repostType":4,"repost":{"id":"1178083676","pubTimestamp":1625803717,"share":"https://www.laohu8.com/m/news/1178083676?lang=&edition=full","pubTime":"2021-07-09 12:08","market":"us","language":"zh","title":"发钱了！微软将向部分员工每人发1500美元奖金","url":"https://stock-news.laohu8.com/highlight/detail?id=1178083676","media":"腾讯美股","summary":"腾讯证券7月9日讯，在受到新冠病毒疫情一年多的影响之后，微软将向许多员工发放每人1500美元的奖金。\n这一姿态是科技公司努力的一部分，目的是在疫情爆发期间让员工保持快乐，并在许多人仍未回到办公室工作之","content":"<p>腾讯证券7月9日讯，在受到新冠病毒疫情一年多的影响之后，<a href=\"https://laohu8.com/S/MSFT\">微软</a>将向许多员工发放每人1500美元的奖金。</p>\n<p>这一姿态是科技公司努力的一部分，目的是在疫情爆发期间让员工保持快乐，并在许多人仍未回到办公室工作之际，确保他们不会跳槽。随着公司重新开放工厂和工人考虑换工作，这样的措施可能有助于减少所谓“大辞职”时期令人担忧的离职潮的影响。</p>\n<p>在有关此事的报道传出之后，微软的一位发言人在接受采访时表示，该公司将花费大约2亿美元来向员工发放这笔奖金，这是微软的一种姿态，旨在表达对员工在过去一年时间里与客户和合作伙伴所做努力的赞赏。截至第一季度末，该公司拥有超过1250亿美元的现金、等价物和短期投资。</p>\n<p>微软首席人事官凯瑟琳·霍根（Kathleen Hogan）周四在发给员工的信息中宣布了这项奖金发放计划。她表示，奖金将在7月或8月发放给微软的美国和海外员工，但该公司的副总裁们不会收到奖金，而微软旗下GitHub、领英（LinkedIn）和Zenimax等子公司的员工也不会收到奖金。</p>\n<p>在新冠病毒疫情时代，发放特别奖金是科技公司对员工表示感谢的一种方式。举例来说，有些公司已经为员工提供了<a href=\"https://laohu8.com/S/UBER\">优步</a>Eats等送餐应用的积分，以帮助他们支付餐费。与此同时，其他一些公司则已经向员工分发了护理包裹，或是提供了额外的休假时间。据报道，今年早些时候，微软还向其员工额外提供了5天的带薪假期。</p>","source":"txmg","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>发钱了！微软将向部分员工每人发1500美元奖金</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n发钱了！微软将向部分员工每人发1500美元奖金\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-09 12:08 北京时间&nbsp;&nbsp;&nbsp;<a href=https://new.qq.com/omn/20210709/20210709A00KLU00.html><strong>腾讯美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>腾讯证券7月9日讯，在受到新冠病毒疫情一年多的影响之后，微软将向许多员工发放每人1500美元的奖金。\n这一姿态是科技公司努力的一部分，目的是在疫情爆发期间让员工保持快乐，并在许多人仍未回到办公室工作之际，确保他们不会跳槽。随着公司重新开放工厂和工人考虑换工作，这样的措施可能有助于减少所谓“大辞职”时期令人担忧的离职潮的影响。\n在有关此事的报道传出之后，微软的一位发言人在接受采访时表示，该公司将花费...</p>\n\n<a href=\"https://new.qq.com/omn/20210709/20210709A00KLU00.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/ad8581d7328eb59be34271837a9018bb","relate_stocks":{"MSFT":"微软"},"source_url":"https://new.qq.com/omn/20210709/20210709A00KLU00.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178083676","content_text":"腾讯证券7月9日讯，在受到新冠病毒疫情一年多的影响之后，微软将向许多员工发放每人1500美元的奖金。\n这一姿态是科技公司努力的一部分，目的是在疫情爆发期间让员工保持快乐，并在许多人仍未回到办公室工作之际，确保他们不会跳槽。随着公司重新开放工厂和工人考虑换工作，这样的措施可能有助于减少所谓“大辞职”时期令人担忧的离职潮的影响。\n在有关此事的报道传出之后，微软的一位发言人在接受采访时表示，该公司将花费大约2亿美元来向员工发放这笔奖金，这是微软的一种姿态，旨在表达对员工在过去一年时间里与客户和合作伙伴所做努力的赞赏。截至第一季度末，该公司拥有超过1250亿美元的现金、等价物和短期投资。\n微软首席人事官凯瑟琳·霍根（Kathleen Hogan）周四在发给员工的信息中宣布了这项奖金发放计划。她表示，奖金将在7月或8月发放给微软的美国和海外员工，但该公司的副总裁们不会收到奖金，而微软旗下GitHub、领英（LinkedIn）和Zenimax等子公司的员工也不会收到奖金。\n在新冠病毒疫情时代，发放特别奖金是科技公司对员工表示感谢的一种方式。举例来说，有些公司已经为员工提供了优步Eats等送餐应用的积分，以帮助他们支付餐费。与此同时，其他一些公司则已经向员工分发了护理包裹，或是提供了额外的休假时间。据报道，今年早些时候，微软还向其员工额外提供了5天的带薪假期。","news_type":1},"isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":890100523,"gmtCreate":1628085506862,"gmtModify":1631891478172,"author":{"id":"4088423044176710","authorId":"4088423044176710","name":"爱丽丝2022","avatar":"https://static.tigerbbs.com/cf21af481bf46a359c6aa7128b04788a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$</a>奇怪了、怎其他疫苗股BNT 摩德纳都起那么凶、这边没有动静的[流泪]&nbsp;[流泪]&nbsp;[流泪]&nbsp;[流泪]&nbsp;[流泪]&nbsp;[流泪]&nbsp;[难过]&nbsp;[难过]&nbsp;[难过]&nbsp;[捂脸]&nbsp;","listText":"<a href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$</a>奇怪了、怎其他疫苗股BNT 摩德纳都起那么凶、这边没有动静的[流泪]&nbsp;[流泪]&nbsp;[流泪]&nbsp;[流泪]&nbsp;[流泪]&nbsp;[流泪]&nbsp;[难过]&nbsp;[难过]&nbsp;[难过]&nbsp;[捂脸]&nbsp;","text":"$辉瑞(PFE)$奇怪了、怎其他疫苗股BNT 摩德纳都起那么凶、这边没有动静的[流泪] [流泪] [流泪] [流泪] [流泪] [流泪] [难过] [难过] [难过] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/890100523","isVote":1,"tweetType":1,"viewCount":890,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":839899968,"gmtCreate":1629132341454,"gmtModify":1631883921463,"author":{"id":"4088423044176710","authorId":"4088423044176710","name":"爱丽丝2022","avatar":"https://static.tigerbbs.com/cf21af481bf46a359c6aa7128b04788a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>业绩再好也是没用了、就那么一天有一点表现、我看过几天就把业绩的涨幅全部吐出来了、毕竟这股一直有内部抛售套利、股价感觉没力上[流泪]&nbsp;[愤怒]&nbsp;[难过]&nbsp;[捂脸]&nbsp;[喷血]&nbsp;","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a>业绩再好也是没用了、就那么一天有一点表现、我看过几天就把业绩的涨幅全部吐出来了、毕竟这股一直有内部抛售套利、股价感觉没力上[流泪]&nbsp;[愤怒]&nbsp;[难过]&nbsp;[捂脸]&nbsp;[喷血]&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$业绩再好也是没用了、就那么一天有一点表现、我看过几天就把业绩的涨幅全部吐出来了、毕竟这股一直有内部抛售套利、股价感觉没力上[流泪] [愤怒] [难过] [捂脸] [喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/839899968","isVote":1,"tweetType":1,"viewCount":1198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":808377394,"gmtCreate":1627561998418,"gmtModify":1633763798033,"author":{"id":"4088423044176710","authorId":"4088423044176710","name":"爱丽丝2022","avatar":"https://static.tigerbbs.com/cf21af481bf46a359c6aa7128b04788a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"&nbsp;赞","listText":"&nbsp;赞","text":"赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/808377394","repostId":"1131779285","repostType":2,"repost":{"id":"1131779285","pubTimestamp":1627551074,"share":"https://www.laohu8.com/m/news/1131779285?lang=&edition=full","pubTime":"2021-07-29 17:31","market":"us","language":"en","title":"AMD Is The New Bellwether","url":"https://stock-news.laohu8.com/highlight/detail?id=1131779285","media":"seekingalpha","summary":"Summary\n\nAMD's earnings report on Tuesday has pushed me over the edge as to where my money needs to ","content":"<p><b>Summary</b></p>\n<ul>\n <li>AMD's earnings report on Tuesday has pushed me over the edge as to where my money needs to be.</li>\n <li>The revenue growth and valuations prove the market wants one thing: Growth.</li>\n <li>Intel has lost the bellwether title as it grows below the industry and AMD grows above it.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8a41ea3a1a9c98364332ee70330427e8\" tg-width=\"1536\" tg-height=\"1024\" width=\"100%\" height=\"auto\"><span>nantonov/iStock Editorial via Getty Images</span></p>\n<p>It's hard to deny AMD (AMD) isn't the new up-and-coming bellwether of logic semiconductors, a position undoubtedly claimed by the chip king Intel (INTC). With AMD's&nbsp;latest earnings report&nbsp;on Tuesday, the title is no longer uncontested, even with the dramatic difference in absolute dollar figures between the two. One is growing big time while the other has been in a perpetual state of discord, in part or in whole, due to unresolved business direction. On Tuesday, AMD proved it isn't relenting any time soon in its pursuit of taking the semiconductor bellwether title. In fact, it may change the definition altogether as the growth it's producing in this sector is unheard of. It's time I give AMD the thumbs up and not just watch on the sidelines.</p>\n<p><b>Growth, Growth, Growth</b></p>\n<p>Much like the age-old adage for real estate of \"location, location, location\" to sell property, growth, growth, growth is the market's adage for share returns.</p>\n<p>The market is simple when it comes to tech and anything to do with it: It pays for growth, not indecision. AMD is growing, Intel is indecisive. And not just decision-making indecisive, I'm talking business execution indecisive. AMD is proving it can produce monstrous growth, and Intel is proving incremental growth is all it can do.</p>\n<p>The chart is simple. These are two very different companies:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/64f87e5b692256d2b0c4584ad37e8fdf\" tg-width=\"640\" tg-height=\"344\" width=\"100%\" height=\"auto\"><span>Chart mine, data from AMD and Intel earnings reports (non-GAAP for Intel)</span></p>\n<p>Both companies experienced a similar slowdown during the pandemic quarter of last year (Q2), but these two companies couldn't be any more different from there. While Intel struggled to find growth, especially in the data center division, AMD was stacking bills in all categories, including EPYC sales, except for a seasonal lull in semi-custom after a large gaming console launch.</p>\n<p>Since then, the story has been very dull for Intel, with flatlined or negative growth while AMD nearly doubled growth over the trough of the pandemic with its latest report.</p>\n<p>A slow down to 46%-50% in Q3 from 100% in Q2 and even from 55% to 50% year-over-year is to be expected as the great gaming console launch of 2020 will not repeat at the same level. But, to still guide for near 50% growth with that tough comp is what, in part, is driving my bullishness.</p>\n<p><b>The Valuation Proves It</b></p>\n<p>Now, of course, the market is in fact paying differently for both companies. The crucial difference is growth paves the way for better returns while stagnating growth paves the way for declines. The stock prices reflect as much:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2dad2d35040d78da964efd16dcb1a6c3\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p>But the valuations also keep pace with the market's expectations:</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bd156a2787d8c3774149c77bf71063b2\" tg-width=\"635\" tg-height=\"433\" width=\"100%\" height=\"auto\"><span>Data by YCharts</span></p>\n<p><i>(AMD with Q2 and updated guidance should push the forward P/E to ~38)</i></p>\n<p>AMD's growth is worth (now) around 38 times earnings. But if you put the stock chart and the PE chart over each other, one continues to rise while the other continues to grow into it (compressing). On the other hand, Intel continues to meander as its valuation remains sideways and revenue continues to struggle, resulting in a diminishing stock return.</p>\n<p><b>The Bottom Line</b></p>\n<p>Intel bulls - you can say Intel has loads more cash flow and much higher revenue numbers (and it does), but the market isn't paying for that - clearly, as the stock price is stagnant over the last one-and-a-half years. The market is paying for growth. Period. Intel has very little to none, and AMD continues to prove it has it and more.</p>\n<p>You can be a fanboy of either company, but what good is being a fanboy if you're not getting a return on your cheerleading?</p>\n<p>One can continue to keep their money in Intel and collect 8%, including dividends, over two years, or carefully invest it in growth, which AMD is providing. This doesn't mean I love AMD's products - its graphics division leaves a lot to be desired (true ray tracing, DLSS 2.0, etc.) - but I can't stand by and hope Intel figures it out while AMD puts up the numbers it has been.</p>\n<p><b>The Bellwether Title Up For Grabs</b></p>\n<p>The basis for AMD taking over the bellwether position is because Intel can no longer provide the barometer for what the industry is doing. The semiconductor industry isn't shrinking. It's growing. From 2020 to 2021,the logic semiconductor industry is expected to grow 17%&nbsp;and over 6% from 2021 to 2022. Intel doesn't see that, it's below it. AMD doesn't see that, it's above it.</p>\n<p>I know which one is going to give me the heartbeat of the industry.</p>\n<p>You tell me which one is going to produce returns over the next year to two years.</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>AMD Is The New Bellwether</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\">\nAMD Is The New Bellwether\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-29 17:31 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4442043-amd-is-the-new-bellwether><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nAMD's earnings report on Tuesday has pushed me over the edge as to where my money needs to be.\nThe revenue growth and valuations prove the market wants one thing: Growth.\nIntel has lost the ...</p>\n\n<a href=\"https://seekingalpha.com/article/4442043-amd-is-the-new-bellwether\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://seekingalpha.com/article/4442043-amd-is-the-new-bellwether","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1131779285","content_text":"Summary\n\nAMD's earnings report on Tuesday has pushed me over the edge as to where my money needs to be.\nThe revenue growth and valuations prove the market wants one thing: Growth.\nIntel has lost the bellwether title as it grows below the industry and AMD grows above it.\n\nnantonov/iStock Editorial via Getty Images\nIt's hard to deny AMD (AMD) isn't the new up-and-coming bellwether of logic semiconductors, a position undoubtedly claimed by the chip king Intel (INTC). With AMD's latest earnings report on Tuesday, the title is no longer uncontested, even with the dramatic difference in absolute dollar figures between the two. One is growing big time while the other has been in a perpetual state of discord, in part or in whole, due to unresolved business direction. On Tuesday, AMD proved it isn't relenting any time soon in its pursuit of taking the semiconductor bellwether title. In fact, it may change the definition altogether as the growth it's producing in this sector is unheard of. It's time I give AMD the thumbs up and not just watch on the sidelines.\nGrowth, Growth, Growth\nMuch like the age-old adage for real estate of \"location, location, location\" to sell property, growth, growth, growth is the market's adage for share returns.\nThe market is simple when it comes to tech and anything to do with it: It pays for growth, not indecision. AMD is growing, Intel is indecisive. And not just decision-making indecisive, I'm talking business execution indecisive. AMD is proving it can produce monstrous growth, and Intel is proving incremental growth is all it can do.\nThe chart is simple. These are two very different companies:\nChart mine, data from AMD and Intel earnings reports (non-GAAP for Intel)\nBoth companies experienced a similar slowdown during the pandemic quarter of last year (Q2), but these two companies couldn't be any more different from there. While Intel struggled to find growth, especially in the data center division, AMD was stacking bills in all categories, including EPYC sales, except for a seasonal lull in semi-custom after a large gaming console launch.\nSince then, the story has been very dull for Intel, with flatlined or negative growth while AMD nearly doubled growth over the trough of the pandemic with its latest report.\nA slow down to 46%-50% in Q3 from 100% in Q2 and even from 55% to 50% year-over-year is to be expected as the great gaming console launch of 2020 will not repeat at the same level. But, to still guide for near 50% growth with that tough comp is what, in part, is driving my bullishness.\nThe Valuation Proves It\nNow, of course, the market is in fact paying differently for both companies. The crucial difference is growth paves the way for better returns while stagnating growth paves the way for declines. The stock prices reflect as much:\nData by YCharts\nBut the valuations also keep pace with the market's expectations:\nData by YCharts\n(AMD with Q2 and updated guidance should push the forward P/E to ~38)\nAMD's growth is worth (now) around 38 times earnings. But if you put the stock chart and the PE chart over each other, one continues to rise while the other continues to grow into it (compressing). On the other hand, Intel continues to meander as its valuation remains sideways and revenue continues to struggle, resulting in a diminishing stock return.\nThe Bottom Line\nIntel bulls - you can say Intel has loads more cash flow and much higher revenue numbers (and it does), but the market isn't paying for that - clearly, as the stock price is stagnant over the last one-and-a-half years. The market is paying for growth. Period. Intel has very little to none, and AMD continues to prove it has it and more.\nYou can be a fanboy of either company, but what good is being a fanboy if you're not getting a return on your cheerleading?\nOne can continue to keep their money in Intel and collect 8%, including dividends, over two years, or carefully invest it in growth, which AMD is providing. This doesn't mean I love AMD's products - its graphics division leaves a lot to be desired (true ray tracing, DLSS 2.0, etc.) - but I can't stand by and hope Intel figures it out while AMD puts up the numbers it has been.\nThe Bellwether Title Up For Grabs\nThe basis for AMD taking over the bellwether position is because Intel can no longer provide the barometer for what the industry is doing. The semiconductor industry isn't shrinking. It's growing. From 2020 to 2021,the logic semiconductor industry is expected to grow 17% and over 6% from 2021 to 2022. Intel doesn't see that, it's below it. AMD doesn't see that, it's above it.\nI know which one is going to give me the heartbeat of the industry.\nYou tell me which one is going to produce returns over the next year to two years.","news_type":1},"isVote":1,"tweetType":1,"viewCount":432,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":858604278,"gmtCreate":1635041430195,"gmtModify":1635041430401,"author":{"id":"4088423044176710","authorId":"4088423044176710","name":"爱丽丝2022","avatar":"https://static.tigerbbs.com/cf21af481bf46a359c6aa7128b04788a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>太失望了、终究还是把自家机密数据上交了，自毁掌握的优势，跌回100下去.......前阵子还大言不惭说会保护股东权益和机密数据，转过头来、把股东给卖了.变脸真快.....这种企业未来只会被牵着走.","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>太失望了、终究还是把自家机密数据上交了，自毁掌握的优势，跌回100下去.......前阵子还大言不惭说会保护股东权益和机密数据，转过头来、把股东给卖了.变脸真快.....这种企业未来只会被牵着走.","text":"$台积电(TSM)$太失望了、终究还是把自家机密数据上交了，自毁掌握的优势，跌回100下去.......前阵子还大言不惭说会保护股东权益和机密数据，转过头来、把股东给卖了.变脸真快.....这种企业未来只会被牵着走.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/858604278","isVote":1,"tweetType":1,"viewCount":747,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":172686863,"gmtCreate":1626958953252,"gmtModify":1633769392812,"author":{"id":"4088423044176710","authorId":"4088423044176710","name":"爱丽丝2022","avatar":"https://static.tigerbbs.com/cf21af481bf46a359c6aa7128b04788a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172686863","repostId":"1113826623","repostType":4,"repost":{"id":"1113826623","pubTimestamp":1626957821,"share":"https://www.laohu8.com/m/news/1113826623?lang=&edition=full","pubTime":"2021-07-22 20:43","market":"us","language":"zh","title":"重要信息！阿斯麦和德州仪器财报透露了芯片投资的下半场","url":"https://stock-news.laohu8.com/highlight/detail?id=1113826623","media":" 美股研究社","summary":"ASML财报电话会议里的一些关键信息\n1、净销售额在 40 亿欧元的指导范围内。由于客户希望尽快将系统投入生产，本季度的一些系统没有接受工厂验收测试，导致收入减少。因此，收入将在客户现场完成验收测试后","content":"<p><img src=\"https://static.tigerbbs.com/db3cb176252cf870b702e0a51b88c4d9\" tg-width=\"1080\" tg-height=\"314\" referrerpolicy=\"no-referrer\"><b>ASML财报电话会议里的一些关键信息</b></p>\n<p>1、净销售额在 40 亿欧元的指导范围内。由于客户希望尽快将系统投入生产，本季度的一些系统没有接受工厂验收测试，导致收入减少。因此，收入将在客户现场完成验收测试后的后续季度中确认。我们本季度出货了 10 个 EUV 系统，并确认了来自 9 个系统的 13 亿欧元收入。本季度发货的两套 EUV 系统未经工厂验收测试，因此收入将在客户现场验收后的下一季度确认。</p>\n<p>2、29 亿欧元的系统净销售额再次以 72% 的比例更多地分配给 Logic，其余 28% 来自内存。Logic 的实力推动了深紫外和 EUV 的收入。内存业务主要由DRAM驱动。本季度安装基础管理销售额为 11 亿欧元，高于预期，这是由于升级业务增加，因为客户继续推进软件升级，可以在这种高半导体需求环境中快速提高系统的生产力。</p>\n<p>3、本季度毛利率为 50.9%，高于预期，主要是由于额外的软件升级业务和一次性收入会计发布。在运营费用方面，研发费用为 6.34 亿欧元，SG&amp;A 费用为 1.72 亿欧元，略低于我们的指导。第二季度的净收入为 10 亿欧元，占净销售额的 25.8%，每股收益为 2.52 欧元。</p>\n<p>4、第二季度系统净预订额达到创纪录的 83 亿欧元，其中 EUV 系统为 49 亿欧元。EUV 和深 UV 的强劲订单量反映了所有市场的全球需求环境。订单接收主要由 Logic 驱动，占预订的 71%，而 Memory 占剩余的 29%。大多数 EUV 订单继续来自 Logic 客户，但本季度我们也获得了最大的 DRAM EUV 订单，来自多个客户。</p>\n<p>5、对 2021 年第三季度的预期。我们预计第三季度的总净销售额将在 52 亿至 54 亿欧元之间。我们预计我们的第三季度安装基础管理销售额约为 10 亿欧元。第三季度的毛利率预计在 51% 至 52% 之间。在第二季度，ASML 支付了每股普通股 1.55 欧元或 6.39 亿欧元的末期股息。加上 2020 年支付的中期股息，这导致 2020 年的总股息为每股普通股 2.75 欧元。与 2019 年的股息相比，这增加了 15%。</p>\n<p>6、2021 年第二季度，ASML 根据 2020-2022 年计划购买了 360 万股股票，总金额约为 20 亿欧元。作为 ASML 通过增加股息和股票回购向股东返还超额现金的财务政策的一部分，ASML 宣布了一项新的股票回购计划，该计划将于 2021 年 7 月 22 日开始，并将在 2023 年 12 月 31 日之前执行。作为该计划的一部分，ASML 打算回购最多 90 亿欧元的股票。</p>\n<p><img src=\"https://static.tigerbbs.com/69a1066529a0c7d9fb595ee333b2b1b2\" tg-width=\"600\" tg-height=\"400\" referrerpolicy=\"no-referrer\"></p>\n<p>7、从上个季度的不同细分市场和变化来看，我们现在预计所有市场的增长率都将更加强劲。在 Logic 领域，全球对先进和成熟节点的广泛应用领域的需求持续强劲。与我们预计 2021 年 Logic 收入同比增长 30% 的上一季度相比，我们现在预计 Logic 今年将增长约 35%。</p>\n<p>8、在 Memory 中，客户认为供需紧张将持续到明年。与我们预计 2021 年内存收入同比增长 50% 的上一季度相比，我们现在预计今年内存收入将增长约 60%。在我们的安装基础业务中，我们的升级业务连续第二个季度强于指导。客户正在寻求升级，以提供最快的途径来提高他们的晶圆输出能力。</p>\n<p>9、随着世界变得更加互联，不仅机器与人、人与机器，而且机器与机器之间的联系越来越紧密，数字化转型带来的长期增长。不断扩大的应用空间，加上 5G、人工智能、高性能和分布式计算等长期驱动因素，正在推动对半导体的快速增长的需求。</p>\n<p>10、对于 EUV，未来的需求增长主要由 Logic 驱动，随着 EUV 层数的增加和先进节点对晶圆的需求增加。我们还看到内存中 EUV 的需求不断增长，因为客户计划在三个 DRAM 客户的未来节点上实施 EUV，从而在批量生产中增加 EUV。由于本季度的订单量强劲，这使我们的总积压订单达到 175 亿欧元，其中包括 109 亿欧元的 EUV，这反映了我们今天所处的非常健康的市场环境，约占计划 EUV 产量的 80% 2022 年。未来的深紫外需求是由存储器和逻辑领域不断增长的晶圆需求推动的。我们看到高级节点和成熟节点都随着时间的推移而增加。</p>\n<p>11、综上所述，芯片需求非常旺盛，我们正在努力最大化产出以满足客户需求。作为向更互联世界的数字化转型的一部分，长期增长趋势正在推动所有细分市场在先进和成熟节点上的未来需求，这只会增加我们对长期增长前景的信心。我们计划在 9 月 29 日的投资者日向您提供有关我们未来情景的更新，因此请预订日期。</p>\n<p><b>TXN财报电话会议里的一些关键信息</b></p>\n<p>1、从第二季度的快速概览开始。在工业、汽车和个人电子产品的强劲需求推动下，本季度收入为 46 亿美元，环比增长 7%，同比增长 41%。环比增长 6%，嵌入式处理增长 2%。与去年同期相比，模拟收入增长了 42%，嵌入式收入增长了 43%。我们的其他部门比去年同期增长了 30%。</p>\n<p>2、工业市场环比上涨了 15%，比一年前上涨了约 40%。大多数行业都表现出强劲势头。继 2021 年第一季度强劲增长之后，汽车市场连续增长，较去年同期疲软增长了一倍多。与一年前相比，个人电子产品环比增长约 25%。这种优势在个人电子产品的各个部门和客户中都具有广泛的基础。按照计划，我们将在 2021 年和 2022 年上半年继续增加增量产能，并在我们的第三个 300 毫米晶圆厂 RFAB2 启动的额外支持下，将于 2022 年下半年上线。</p>\n<p>3、第二季度收入为 46 亿美元，同比增长 41%。本季度毛利润为 31 亿美元，占收入的 67%。与一年前相比，毛利率增加了 290 个基点。本季度的运营费用为 8.16 亿美元，同比增长 5%，与预期相符。在过去 12 个月的基础上，运营费用占收入的 19%。第二季度的收购费用为非现金费用，为 4800 万美元，与美国国家半导体的收购有关。</p>\n<p><img src=\"https://static.tigerbbs.com/e7f3f6c3ff0ee79bd9ed49eaa3eaabe6\" tg-width=\"400\" tg-height=\"600\" referrerpolicy=\"no-referrer\"></p>\n<p>4、本季度营业利润为 22 亿美元，占收入的 48%。营业利润比去年同期增长了 80%。由于签署了特许权使用费协议，第二季度的净收入为 19 亿美元，即每股 2.05 美元，其中包括 0.06 美元的收益，这在我们之前的展望中并不存在。</p>\n<p>5、我们的资产负债表依然强劲，在第二季度末有 74 亿美元的现金和短期投资。在库存方面，TI 库存美元比上一季度减少了 3400 万美元，天数为 111，低于预期水平。第二季度，我们签署了收购美光在犹他州莱希的 300 毫米晶圆厂的协议。这项投资将继续加强我们在制造和技术方面的竞争优势，并且是我们长期产能规划的一部分。</p>\n<p>6、对于第三季度，我们预计 TI 收入在 44.0 亿美元至 47.6 亿美元之间，每股收益将在 1.87 美元至 2.13 美元之间。我们继续预计我们的年度营业税率约为 14%。最后，我们继续投资以加强我们的竞争优势并使我们的业务更强大。</p>","source":"mgyjs","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\" 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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重要信息！阿斯麦和德州仪器财报透露了芯片投资的下半场\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-22 20:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/kKDOUcHOYIJzjFlK9ltZcQ><strong> 美股研究社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>ASML财报电话会议里的一些关键信息\n1、净销售额在 40 亿欧元的指导范围内。由于客户希望尽快将系统投入生产，本季度的一些系统没有接受工厂验收测试，导致收入减少。因此，收入将在客户现场完成验收测试后的后续季度中确认。我们本季度出货了 10 个 EUV 系统，并确认了来自 9 个系统的 13 亿欧元收入。本季度发货的两套 EUV 系统未经工厂验收测试，因此收入将在客户现场验收后的下一季度确认。\n2...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/kKDOUcHOYIJzjFlK9ltZcQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/69a1066529a0c7d9fb595ee333b2b1b2","relate_stocks":{"TXN":"德州仪器","ASML":"阿斯麦"},"source_url":"https://mp.weixin.qq.com/s/kKDOUcHOYIJzjFlK9ltZcQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113826623","content_text":"ASML财报电话会议里的一些关键信息\n1、净销售额在 40 亿欧元的指导范围内。由于客户希望尽快将系统投入生产，本季度的一些系统没有接受工厂验收测试，导致收入减少。因此，收入将在客户现场完成验收测试后的后续季度中确认。我们本季度出货了 10 个 EUV 系统，并确认了来自 9 个系统的 13 亿欧元收入。本季度发货的两套 EUV 系统未经工厂验收测试，因此收入将在客户现场验收后的下一季度确认。\n2、29 亿欧元的系统净销售额再次以 72% 的比例更多地分配给 Logic，其余 28% 来自内存。Logic 的实力推动了深紫外和 EUV 的收入。内存业务主要由DRAM驱动。本季度安装基础管理销售额为 11 亿欧元，高于预期，这是由于升级业务增加，因为客户继续推进软件升级，可以在这种高半导体需求环境中快速提高系统的生产力。\n3、本季度毛利率为 50.9%，高于预期，主要是由于额外的软件升级业务和一次性收入会计发布。在运营费用方面，研发费用为 6.34 亿欧元，SG&A 费用为 1.72 亿欧元，略低于我们的指导。第二季度的净收入为 10 亿欧元，占净销售额的 25.8%，每股收益为 2.52 欧元。\n4、第二季度系统净预订额达到创纪录的 83 亿欧元，其中 EUV 系统为 49 亿欧元。EUV 和深 UV 的强劲订单量反映了所有市场的全球需求环境。订单接收主要由 Logic 驱动，占预订的 71%，而 Memory 占剩余的 29%。大多数 EUV 订单继续来自 Logic 客户，但本季度我们也获得了最大的 DRAM EUV 订单，来自多个客户。\n5、对 2021 年第三季度的预期。我们预计第三季度的总净销售额将在 52 亿至 54 亿欧元之间。我们预计我们的第三季度安装基础管理销售额约为 10 亿欧元。第三季度的毛利率预计在 51% 至 52% 之间。在第二季度，ASML 支付了每股普通股 1.55 欧元或 6.39 亿欧元的末期股息。加上 2020 年支付的中期股息，这导致 2020 年的总股息为每股普通股 2.75 欧元。与 2019 年的股息相比，这增加了 15%。\n6、2021 年第二季度，ASML 根据 2020-2022 年计划购买了 360 万股股票，总金额约为 20 亿欧元。作为 ASML 通过增加股息和股票回购向股东返还超额现金的财务政策的一部分，ASML 宣布了一项新的股票回购计划，该计划将于 2021 年 7 月 22 日开始，并将在 2023 年 12 月 31 日之前执行。作为该计划的一部分，ASML 打算回购最多 90 亿欧元的股票。\n\n7、从上个季度的不同细分市场和变化来看，我们现在预计所有市场的增长率都将更加强劲。在 Logic 领域，全球对先进和成熟节点的广泛应用领域的需求持续强劲。与我们预计 2021 年 Logic 收入同比增长 30% 的上一季度相比，我们现在预计 Logic 今年将增长约 35%。\n8、在 Memory 中，客户认为供需紧张将持续到明年。与我们预计 2021 年内存收入同比增长 50% 的上一季度相比，我们现在预计今年内存收入将增长约 60%。在我们的安装基础业务中，我们的升级业务连续第二个季度强于指导。客户正在寻求升级，以提供最快的途径来提高他们的晶圆输出能力。\n9、随着世界变得更加互联，不仅机器与人、人与机器，而且机器与机器之间的联系越来越紧密，数字化转型带来的长期增长。不断扩大的应用空间，加上 5G、人工智能、高性能和分布式计算等长期驱动因素，正在推动对半导体的快速增长的需求。\n10、对于 EUV，未来的需求增长主要由 Logic 驱动，随着 EUV 层数的增加和先进节点对晶圆的需求增加。我们还看到内存中 EUV 的需求不断增长，因为客户计划在三个 DRAM 客户的未来节点上实施 EUV，从而在批量生产中增加 EUV。由于本季度的订单量强劲，这使我们的总积压订单达到 175 亿欧元，其中包括 109 亿欧元的 EUV，这反映了我们今天所处的非常健康的市场环境，约占计划 EUV 产量的 80% 2022 年。未来的深紫外需求是由存储器和逻辑领域不断增长的晶圆需求推动的。我们看到高级节点和成熟节点都随着时间的推移而增加。\n11、综上所述，芯片需求非常旺盛，我们正在努力最大化产出以满足客户需求。作为向更互联世界的数字化转型的一部分，长期增长趋势正在推动所有细分市场在先进和成熟节点上的未来需求，这只会增加我们对长期增长前景的信心。我们计划在 9 月 29 日的投资者日向您提供有关我们未来情景的更新，因此请预订日期。\nTXN财报电话会议里的一些关键信息\n1、从第二季度的快速概览开始。在工业、汽车和个人电子产品的强劲需求推动下，本季度收入为 46 亿美元，环比增长 7%，同比增长 41%。环比增长 6%，嵌入式处理增长 2%。与去年同期相比，模拟收入增长了 42%，嵌入式收入增长了 43%。我们的其他部门比去年同期增长了 30%。\n2、工业市场环比上涨了 15%，比一年前上涨了约 40%。大多数行业都表现出强劲势头。继 2021 年第一季度强劲增长之后，汽车市场连续增长，较去年同期疲软增长了一倍多。与一年前相比，个人电子产品环比增长约 25%。这种优势在个人电子产品的各个部门和客户中都具有广泛的基础。按照计划，我们将在 2021 年和 2022 年上半年继续增加增量产能，并在我们的第三个 300 毫米晶圆厂 RFAB2 启动的额外支持下，将于 2022 年下半年上线。\n3、第二季度收入为 46 亿美元，同比增长 41%。本季度毛利润为 31 亿美元，占收入的 67%。与一年前相比，毛利率增加了 290 个基点。本季度的运营费用为 8.16 亿美元，同比增长 5%，与预期相符。在过去 12 个月的基础上，运营费用占收入的 19%。第二季度的收购费用为非现金费用，为 4800 万美元，与美国国家半导体的收购有关。\n\n4、本季度营业利润为 22 亿美元，占收入的 48%。营业利润比去年同期增长了 80%。由于签署了特许权使用费协议，第二季度的净收入为 19 亿美元，即每股 2.05 美元，其中包括 0.06 美元的收益，这在我们之前的展望中并不存在。\n5、我们的资产负债表依然强劲，在第二季度末有 74 亿美元的现金和短期投资。在库存方面，TI 库存美元比上一季度减少了 3400 万美元，天数为 111，低于预期水平。第二季度，我们签署了收购美光在犹他州莱希的 300 毫米晶圆厂的协议。这项投资将继续加强我们在制造和技术方面的竞争优势，并且是我们长期产能规划的一部分。\n6、对于第三季度，我们预计 TI 收入在 44.0 亿美元至 47.6 亿美元之间，每股收益将在 1.87 美元至 2.13 美元之间。我们继续预计我们的年度营业税率约为 14%。最后，我们继续投资以加强我们的竞争优势并使我们的业务更强大。","news_type":1},"isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":146193927,"gmtCreate":1626057190269,"gmtModify":1633930563284,"author":{"id":"4088423044176710","authorId":"4088423044176710","name":"爱丽丝2022","avatar":"https://static.tigerbbs.com/cf21af481bf46a359c6aa7128b04788a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"我自己也刚买iPad不久、第一次用苹果🍎产品，真的感觉一分钱一分货，实用得很","listText":"我自己也刚买iPad不久、第一次用苹果🍎产品，真的感觉一分钱一分货，实用得很","text":"我自己也刚买iPad不久、第一次用苹果🍎产品，真的感觉一分钱一分货，实用得很","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/146193927","repostId":"2150583935","repostType":4,"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":811112407,"gmtCreate":1630296791009,"gmtModify":1704958010166,"author":{"id":"4088423044176710","authorId":"4088423044176710","name":"爱丽丝2022","avatar":"https://static.tigerbbs.com/cf21af481bf46a359c6aa7128b04788a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"对啊","listText":"对啊","text":"对啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/811112407","repostId":"2162738050","repostType":2,"isVote":1,"tweetType":1,"viewCount":717,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":832123173,"gmtCreate":1629599416892,"gmtModify":1631891478163,"author":{"id":"4088423044176710","authorId":"4088423044176710","name":"爱丽丝2022","avatar":"https://static.tigerbbs.com/cf21af481bf46a359c6aa7128b04788a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"不错","listText":"不错","text":"不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/832123173","repostId":"1134671349","repostType":4,"isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":832165079,"gmtCreate":1629599130791,"gmtModify":1631891478165,"author":{"id":"4088423044176710","authorId":"4088423044176710","name":"爱丽丝2022","avatar":"https://static.tigerbbs.com/cf21af481bf46a359c6aa7128b04788a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"淡定","listText":"淡定","text":"淡定","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/832165079","repostId":"1134671349","repostType":4,"isVote":1,"tweetType":1,"viewCount":907,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":830518679,"gmtCreate":1629080752691,"gmtModify":1631891478168,"author":{"id":"4088423044176710","authorId":"4088423044176710","name":"爱丽丝2022","avatar":"https://static.tigerbbs.com/cf21af481bf46a359c6aa7128b04788a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"赞","listText":"赞","text":"赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/830518679","repostId":"2159243584","repostType":2,"repost":{"id":"2159243584","pubTimestamp":1629068749,"share":"https://www.laohu8.com/m/news/2159243584?lang=&edition=full","pubTime":"2021-08-16 07:05","market":"hk","language":"zh","title":"15年来最高！AMD抢下x86处理器市场22.5%份额","url":"https://stock-news.laohu8.com/highlight/detail?id=2159243584","media":"快科技2018","summary":"对于AMD来说，其还在不断跟Intel抢夺市场，目前公司已获x86处理器市场22.5%份额，为2007年以来最高。Mercury Research的最新数据显示，今年2季度，AMD已成功占据x86处理器市场的22.5%份额。这是自2007年以来的最高纪录、并且接近2006年25.3%的历史峰值。不过Intel的份额依然高达77.5%，而威盛等少数x86处理器厂家的全球份额几乎可以忽略不计。这份报告还提供了更细致的市场划分统计，可知AMD台式CPU的份额略有下滑，从2021年1季度的19.3%、降到了2季度的略高于17%。","content":"<html><body><p>对于<a href=\"https://laohu8.com/S/AMD\">AMD</a>来说，其还在不断跟Intel抢夺市场，目前公司已获x86处理器市场22.5%份额，为2007年以来最高。</p>\n<p>Mercury Research的最新数据显示，今年2季度，AMD已成功占据x86处理器市场的22.5%份额。这是自2007年以来的最高纪录、并且接近2006年25.3%的历史峰值。</p>\n<p>不过Intel的份额依然高达77.5%，而威盛（VIA）等少数x86处理器厂家的全球份额几乎可以忽略不计。</p>\n<p>AMD选择了在台式机市场上“战略性地”放弃部分阵地，并专注于服务器芯片、移动处理器、以及面向次世代游戏主机的定制款 APU 。有趣的是，尽管Intel已经为第10/11代产品线提供了颇具吸引力的折扣，AMD 仍在台式机CPU的零售业务上轻松击败了Intel。</p>\n<figure>\n<img h=\"240\" src=\"http://n.sinaimg.cn/spider20210816/40/w600h240/20210816/612a-45746a6d91ec93f4c135c5b21a19a906.png\" w=\"600\"/>\n<h2></h2>\n</figure>\n<div sax-type=\"proxy\"></div><p>这份报告还提供了更细致的市场划分统计，可知AMD台式CPU的份额略有下滑，从2021年1季度的19.3%、降到了2季度的略高于17%。</p>\n<figure>\n<img h=\"260\" src=\"http://n.sinaimg.cn/spider20210816/60/w600h260/20210816/a843-7a17280787e63f7dd25ef945958a2a3c.png\" w=\"600\"/>\n<h2></h2>\n</figure>\n<p>AMD CEO苏姿丰博士曾于5月解释称，在芯片短缺的大环境下，该公司被迫将主要精力放到高端产品的制造与销售上。</p>\n<p>而拥有自家芯片工厂的Intel，也趁势抢回了之前被AMD抢走的部分市场份额。</p>\n<p>最后，Mercury Research还在报告中提到了有关ARM处理器的有趣内容。可知在Chromebook和<a href=\"https://laohu8.com/S/AAPL\">苹果</a>M1 Mac的带动下，其约占所有台式CPU出货量7%。</p>\n<figure>\n<img h=\"397\" src=\"http://n.sinaimg.cn/spider20210816/197/w600h397/20210816/4ef4-31648a8e6932143fbce8fb90e0423c85.png\" w=\"600\"/>\n<h2></h2>\n</figure>\n<div>\n<img src=\"http://n.sinaimg.cn/default/2fb77759/20151125/320X320.png\"/>\n</div>\n</body></html>","source":"sina_tech","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>15年来最高！AMD抢下x86处理器市场22.5%份额</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\">\n15年来最高！AMD抢下x86处理器市场22.5%份额\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-16 07:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.sina.cn/digi/nb/2021-08-16/detail-ikqcfncc3066303.d.html?vt=4><strong>快科技2018</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>对于AMD来说，其还在不断跟Intel抢夺市场，目前公司已获x86处理器市场22.5%份额，为2007年以来最高。\nMercury Research的最新数据显示，今年2季度，AMD已成功占据x86处理器市场的22.5%份额。这是自2007年以来的最高纪录、并且接近2006年25.3%的历史峰值。\n不过Intel的份额依然高达77.5%，而威盛（VIA）等少数x86处理器厂家的全球份额几乎可以...</p>\n\n<a href=\"https://tech.sina.cn/digi/nb/2021-08-16/detail-ikqcfncc3066303.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://k.sinaimg.cn/n/tech/667/w400h267/20210816/9d08-76905337a28b648f91fd34ea83afb92b.jpg/w120h90l50t1cbb.jpg","relate_stocks":{"AMD":"美国超微公司"},"source_url":"https://tech.sina.cn/digi/nb/2021-08-16/detail-ikqcfncc3066303.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2159243584","content_text":"对于AMD来说，其还在不断跟Intel抢夺市场，目前公司已获x86处理器市场22.5%份额，为2007年以来最高。\nMercury Research的最新数据显示，今年2季度，AMD已成功占据x86处理器市场的22.5%份额。这是自2007年以来的最高纪录、并且接近2006年25.3%的历史峰值。\n不过Intel的份额依然高达77.5%，而威盛（VIA）等少数x86处理器厂家的全球份额几乎可以忽略不计。\nAMD选择了在台式机市场上“战略性地”放弃部分阵地，并专注于服务器芯片、移动处理器、以及面向次世代游戏主机的定制款 APU 。有趣的是，尽管Intel已经为第10/11代产品线提供了颇具吸引力的折扣，AMD 仍在台式机CPU的零售业务上轻松击败了Intel。\n\n\n\n\n这份报告还提供了更细致的市场划分统计，可知AMD台式CPU的份额略有下滑，从2021年1季度的19.3%、降到了2季度的略高于17%。\n\n\n\n\nAMD CEO苏姿丰博士曾于5月解释称，在芯片短缺的大环境下，该公司被迫将主要精力放到高端产品的制造与销售上。\n而拥有自家芯片工厂的Intel，也趁势抢回了之前被AMD抢走的部分市场份额。\n最后，Mercury Research还在报告中提到了有关ARM处理器的有趣内容。可知在Chromebook和苹果M1 Mac的带动下，其约占所有台式CPU出货量7%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":537,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":897530899,"gmtCreate":1628938066311,"gmtModify":1631891478170,"author":{"id":"4088423044176710","authorId":"4088423044176710","name":"爱丽丝2022","avatar":"https://static.tigerbbs.com/cf21af481bf46a359c6aa7128b04788a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"赞","listText":"赞","text":"赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/897530899","repostId":"1106807175","repostType":4,"repost":{"id":"1106807175","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":1628841689,"share":"https://www.laohu8.com/m/news/1106807175?lang=&edition=full","pubTime":"2021-08-13 16:01","market":"other","language":"zh","title":"【异动】财报给力，迪士尼盘前涨超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1106807175","media":"老虎资讯综合","summary":"8月13日，华特迪士尼盘前涨超5%，第三财季订阅用户增长、营收和盈利均超出市场预期。\n\n财报显示，迪士尼第三财季营收同比增长44.5%至170.2亿美元，市场预期167.6亿美元；调整后每股收益0.8","content":"<p>8月13日，华特<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>盘前涨超5%，第三财季订阅用户增长、营收和盈利均超出市场预期。</p>\n<p><img src=\"https://static.tigerbbs.com/905767772ddab84f22b7b9f1252a7b16\" tg-width=\"818\" tg-height=\"493\" referrerpolicy=\"no-referrer\"></p>\n<p>财报显示，迪士尼第三财季营收同比增长44.5%至170.2亿美元，市场预期167.6亿美元；调整后每股收益0.8美元，市场预期0.55美元。</p>\n<p>迪士尼表示，该公司流媒体服务Disney+第三财季订阅用户达到1.16亿，较上年同期的5750万增加了一倍，市场预期1.145亿，上一财季为1.036亿。Disney+每位订阅用户平均月收入同比下降10%，至4.16美元。</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>【异动】财报给力，迪士尼盘前涨超5%</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【异动】财报给力，迪士尼盘前涨超5%\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\">2021-08-13 16:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>8月13日，华特<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>盘前涨超5%，第三财季订阅用户增长、营收和盈利均超出市场预期。</p>\n<p><img src=\"https://static.tigerbbs.com/905767772ddab84f22b7b9f1252a7b16\" tg-width=\"818\" tg-height=\"493\" referrerpolicy=\"no-referrer\"></p>\n<p>财报显示，迪士尼第三财季营收同比增长44.5%至170.2亿美元，市场预期167.6亿美元；调整后每股收益0.8美元，市场预期0.55美元。</p>\n<p>迪士尼表示，该公司流媒体服务Disney+第三财季订阅用户达到1.16亿，较上年同期的5750万增加了一倍，市场预期1.145亿，上一财季为1.036亿。Disney+每位订阅用户平均月收入同比下降10%，至4.16美元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/24a5c9ee763bdd068795172812d82227","relate_stocks":{"DIS":"迪士尼"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106807175","content_text":"8月13日，华特迪士尼盘前涨超5%，第三财季订阅用户增长、营收和盈利均超出市场预期。\n\n财报显示，迪士尼第三财季营收同比增长44.5%至170.2亿美元，市场预期167.6亿美元；调整后每股收益0.8美元，市场预期0.55美元。\n迪士尼表示，该公司流媒体服务Disney+第三财季订阅用户达到1.16亿，较上年同期的5750万增加了一倍，市场预期1.145亿，上一财季为1.036亿。Disney+每位订阅用户平均月收入同比下降10%，至4.16美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":666,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":892232742,"gmtCreate":1628662874886,"gmtModify":1631887666957,"author":{"id":"4088423044176710","authorId":"4088423044176710","name":"爱丽丝2022","avatar":"https://static.tigerbbs.com/cf21af481bf46a359c6aa7128b04788a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DOCS\">$Doximity, Inc.(DOCS)$</a>财报不是今天就出了吗？","listText":"<a href=\"https://laohu8.com/S/DOCS\">$Doximity, Inc.(DOCS)$</a>财报不是今天就出了吗？","text":"$Doximity, Inc.(DOCS)$财报不是今天就出了吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/892232742","isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":804279636,"gmtCreate":1627960870125,"gmtModify":1631891478175,"author":{"id":"4088423044176710","authorId":"4088423044176710","name":"爱丽丝2022","avatar":"https://static.tigerbbs.com/cf21af481bf46a359c6aa7128b04788a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"不错半导体全部有看头","listText":"不错半导体全部有看头","text":"不错半导体全部有看头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/804279636","repostId":"2156611279","repostType":4,"repost":{"id":"2156611279","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":1627941600,"share":"https://www.laohu8.com/m/news/2156611279?lang=&edition=full","pubTime":"2021-08-03 06:00","market":"us","language":"zh","title":"恩智浦半导体Q2同比转亏为盈，营收增长42.9%","url":"https://stock-news.laohu8.com/highlight/detail?id=2156611279","media":"老虎资讯综合","summary":"美东时间周一美股收盘后，恩智浦半导体公布了截至2021年7月4日的第二季度财务业绩。财报显示，公司二季度营收约为26亿美元，同比增长42.9%，预期为25.76美元，去年同期为18.17亿美元。第二季度结束后，在2021年7月5日至8月2日期间，公司执行了总额为10亿美元的额外股票回购。2021年5月27日，恩智浦董事会批准支付2021年第二季度的中期股息，为每股普通股0.5625美元。","content":"<p>美东时间周一美股收盘后，<a href=\"https://laohu8.com/S/NXPI\">恩智浦</a>半导体(NXPI.US)公布了截至2021年7月4日的第二季度财务业绩。</p>\n<p>财报显示，公司二季度营收约为26亿美元，同比增长42.9%，预期为25.76美元，去年同期为18.17亿美元。净利润为3.97亿美元，预期为3.74亿美元，去年同期为亏损2.14亿美元；二季度稀释后的每股盈利为1.42美元，市场预期1.29美元，去年同期为亏损0.77美元。<img src=\"https://static.tigerbbs.com/813f94d435ff22b2f89bb9cab26766ce\" tg-width=\"694\" tg-height=\"283\" referrerpolicy=\"no-referrer\">公司二季度营业利润为5.73亿美元，去年同期为亏损1.45亿美元。GAAP毛利率为54.8%，GAAP营业利润率为22.1%；非GAAP毛利率为56.1%，非GAAP营业利润率为32%。</p>\n<p>二季度来自运营的现金流为6.36亿美元，其中净资本支出投资为1.5亿美元。该公司通过之前宣布的股票回购和股息支付，向股东返还14亿美元的资本。第二季度结束后，在2021年7月5日至8月2日期间，公司执行了总额为10亿美元的额外股票回购。</p>\n<p>2021年5月27日，<a href=\"https://laohu8.com/S/NXPI\">恩智浦</a>董事会批准支付2021年第二季度的中期股息，为每股普通股0.5625美元。</p>\n<p>财报公布后，恩智浦半导体盘后股价持平。<img src=\"https://static.tigerbbs.com/42cd7159ece78999582d845b7209b9f7\" tg-width=\"700\" tg-height=\"523\" 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>恩智浦半导体Q2同比转亏为盈，营收增长42.9%</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恩智浦半导体Q2同比转亏为盈，营收增长42.9%\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\">2021-08-03 06:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美东时间周一美股收盘后，<a href=\"https://laohu8.com/S/NXPI\">恩智浦</a>半导体(NXPI.US)公布了截至2021年7月4日的第二季度财务业绩。</p>\n<p>财报显示，公司二季度营收约为26亿美元，同比增长42.9%，预期为25.76美元，去年同期为18.17亿美元。净利润为3.97亿美元，预期为3.74亿美元，去年同期为亏损2.14亿美元；二季度稀释后的每股盈利为1.42美元，市场预期1.29美元，去年同期为亏损0.77美元。<img src=\"https://static.tigerbbs.com/813f94d435ff22b2f89bb9cab26766ce\" tg-width=\"694\" tg-height=\"283\" referrerpolicy=\"no-referrer\">公司二季度营业利润为5.73亿美元，去年同期为亏损1.45亿美元。GAAP毛利率为54.8%，GAAP营业利润率为22.1%；非GAAP毛利率为56.1%，非GAAP营业利润率为32%。</p>\n<p>二季度来自运营的现金流为6.36亿美元，其中净资本支出投资为1.5亿美元。该公司通过之前宣布的股票回购和股息支付，向股东返还14亿美元的资本。第二季度结束后，在2021年7月5日至8月2日期间，公司执行了总额为10亿美元的额外股票回购。</p>\n<p>2021年5月27日，<a href=\"https://laohu8.com/S/NXPI\">恩智浦</a>董事会批准支付2021年第二季度的中期股息，为每股普通股0.5625美元。</p>\n<p>财报公布后，恩智浦半导体盘后股价持平。<img src=\"https://static.tigerbbs.com/42cd7159ece78999582d845b7209b9f7\" tg-width=\"700\" tg-height=\"523\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/720e235096bda02063b992bc6bad73ae","relate_stocks":{"NXPI":"恩智浦"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156611279","content_text":"美东时间周一美股收盘后，恩智浦半导体(NXPI.US)公布了截至2021年7月4日的第二季度财务业绩。\n财报显示，公司二季度营收约为26亿美元，同比增长42.9%，预期为25.76美元，去年同期为18.17亿美元。净利润为3.97亿美元，预期为3.74亿美元，去年同期为亏损2.14亿美元；二季度稀释后的每股盈利为1.42美元，市场预期1.29美元，去年同期为亏损0.77美元。公司二季度营业利润为5.73亿美元，去年同期为亏损1.45亿美元。GAAP毛利率为54.8%，GAAP营业利润率为22.1%；非GAAP毛利率为56.1%，非GAAP营业利润率为32%。\n二季度来自运营的现金流为6.36亿美元，其中净资本支出投资为1.5亿美元。该公司通过之前宣布的股票回购和股息支付，向股东返还14亿美元的资本。第二季度结束后，在2021年7月5日至8月2日期间，公司执行了总额为10亿美元的额外股票回购。\n2021年5月27日，恩智浦董事会批准支付2021年第二季度的中期股息，为每股普通股0.5625美元。\n财报公布后，恩智浦半导体盘后股价持平。","news_type":1},"isVote":1,"tweetType":1,"viewCount":476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":805662451,"gmtCreate":1627877062673,"gmtModify":1631891478178,"author":{"id":"4088423044176710","authorId":"4088423044176710","name":"爱丽丝2022","avatar":"https://static.tigerbbs.com/cf21af481bf46a359c6aa7128b04788a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"强","listText":"强","text":"强","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/805662451","repostId":"1162208746","repostType":2,"repost":{"id":"1162208746","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1627865676,"share":"https://www.laohu8.com/m/news/1162208746?lang=&edition=full","pubTime":"2021-08-02 08:54","market":"us","language":"en","title":"Pfizer, Moderna Hike Prices Of Vaccine Shots Supplied To EU: Report","url":"https://stock-news.laohu8.com/highlight/detail?id=1162208746","media":"Benzinga","summary":"Pfizer, Inc. and Moderna, Inc., which have already minted billions of dollars from their respective ","content":"<p><b>Pfizer, Inc.</b>&nbsp;and&nbsp;<b>Moderna, Inc.</b>, which have already minted billions of dollars from their respective COVID-19 vaccines, remain poised to earn more.</p>\n<p><b>What Happened:</b>Pfizer and Moderna have both renegotiated their vaccine supply contract with the European Union, the FT reported Sunday.</p>\n<p>The contract terms for the supply of up to 2.1 billion vaccine shots were revised after the release of the Phase 3 data, the report said. Late-stage study of the mRNA vaccine Pfizer is co-developing with&nbsp;<b>BioNTech SE</b>&nbsp;showed vaccine efficacy of 95%, while a similar class of vaccine developed by Moderna boasted vaccine efficacy of 94.1%.</p>\n<p>In comparison,<b>Johnson &amp; Johnson's</b>&nbsp;single-dose shot, which is authorized for use in the U.S., showed overall efficacy of 72%.</p>\n<p><b>AstraZeneca plc's</b>&nbsp;COVID-19 vaccine made from inactivated adenovirus was found to be 76% effective at reducing the risk of symptomatic disease, 15 days or more after receiving two doses.</p>\n<p>Additionally, authorized vaccines from J&amp;J and AstraZeneca have been linked to stray&nbsp;incidences of severe blood clots.</p>\n<p>Pfizer and&nbsp;Moderna&nbsp;have managed to expand the age range of&nbsp;their vaccines to include adolescents and they are also running trials on pediatric population. The companies are working on booster doses that may prove effective against variants and also on variant-specific vaccines.</p>\n<p>The FT report states that Pfizer has increased the price of its vaccine from the originally contracted amount of 15.50 euros ($18.39) to 19.50 euros per dose. The Moderna shot&nbsp;price has been increased from $22.60 to $25.50.</p>\n<p><b>Why It's Important:</b>Pfizer and Moderna are able to dictate terms, as the world still grapples with the novel coronavirus, especially with the emergence of variants.</p>\n<p>The EU is also under pressure to procure more supplies, as countries within the block have decried unfair vaccine distribution among member nations, the FT reported.</p>\n<p>Pfizer's second-quarter results released last week showed that the pharma giant clocked in COVID-19 vaccine revenues of roughly $8 billion in the second quarter. The company also raised its vaccine revenue forecast for 2021 from $26 billion to $33.5 billion.</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>Pfizer, Moderna Hike Prices Of Vaccine Shots Supplied To EU: Report</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\">\nPfizer, Moderna Hike Prices Of Vaccine Shots Supplied To EU: Report\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/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2021-08-02 08:54</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p><b>Pfizer, Inc.</b>&nbsp;and&nbsp;<b>Moderna, Inc.</b>, which have already minted billions of dollars from their respective COVID-19 vaccines, remain poised to earn more.</p>\n<p><b>What Happened:</b>Pfizer and Moderna have both renegotiated their vaccine supply contract with the European Union, the FT reported Sunday.</p>\n<p>The contract terms for the supply of up to 2.1 billion vaccine shots were revised after the release of the Phase 3 data, the report said. Late-stage study of the mRNA vaccine Pfizer is co-developing with&nbsp;<b>BioNTech SE</b>&nbsp;showed vaccine efficacy of 95%, while a similar class of vaccine developed by Moderna boasted vaccine efficacy of 94.1%.</p>\n<p>In comparison,<b>Johnson &amp; Johnson's</b>&nbsp;single-dose shot, which is authorized for use in the U.S., showed overall efficacy of 72%.</p>\n<p><b>AstraZeneca plc's</b>&nbsp;COVID-19 vaccine made from inactivated adenovirus was found to be 76% effective at reducing the risk of symptomatic disease, 15 days or more after receiving two doses.</p>\n<p>Additionally, authorized vaccines from J&amp;J and AstraZeneca have been linked to stray&nbsp;incidences of severe blood clots.</p>\n<p>Pfizer and&nbsp;Moderna&nbsp;have managed to expand the age range of&nbsp;their vaccines to include adolescents and they are also running trials on pediatric population. The companies are working on booster doses that may prove effective against variants and also on variant-specific vaccines.</p>\n<p>The FT report states that Pfizer has increased the price of its vaccine from the originally contracted amount of 15.50 euros ($18.39) to 19.50 euros per dose. The Moderna shot&nbsp;price has been increased from $22.60 to $25.50.</p>\n<p><b>Why It's Important:</b>Pfizer and Moderna are able to dictate terms, as the world still grapples with the novel coronavirus, especially with the emergence of variants.</p>\n<p>The EU is also under pressure to procure more supplies, as countries within the block have decried unfair vaccine distribution among member nations, the FT reported.</p>\n<p>Pfizer's second-quarter results released last week showed that the pharma giant clocked in COVID-19 vaccine revenues of roughly $8 billion in the second quarter. The company also raised its vaccine revenue forecast for 2021 from $26 billion to $33.5 billion.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PFE":"辉瑞","MRNA":"Moderna, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162208746","content_text":"Pfizer, Inc. and Moderna, Inc., which have already minted billions of dollars from their respective COVID-19 vaccines, remain poised to earn more.\nWhat Happened:Pfizer and Moderna have both renegotiated their vaccine supply contract with the European Union, the FT reported Sunday.\nThe contract terms for the supply of up to 2.1 billion vaccine shots were revised after the release of the Phase 3 data, the report said. Late-stage study of the mRNA vaccine Pfizer is co-developing with BioNTech SE showed vaccine efficacy of 95%, while a similar class of vaccine developed by Moderna boasted vaccine efficacy of 94.1%.\nIn comparison,Johnson & Johnson's single-dose shot, which is authorized for use in the U.S., showed overall efficacy of 72%.\nAstraZeneca plc's COVID-19 vaccine made from inactivated adenovirus was found to be 76% effective at reducing the risk of symptomatic disease, 15 days or more after receiving two doses.\nAdditionally, authorized vaccines from J&J and AstraZeneca have been linked to stray incidences of severe blood clots.\nPfizer and Moderna have managed to expand the age range of their vaccines to include adolescents and they are also running trials on pediatric population. The companies are working on booster doses that may prove effective against variants and also on variant-specific vaccines.\nThe FT report states that Pfizer has increased the price of its vaccine from the originally contracted amount of 15.50 euros ($18.39) to 19.50 euros per dose. The Moderna shot price has been increased from $22.60 to $25.50.\nWhy It's Important:Pfizer and Moderna are able to dictate terms, as the world still grapples with the novel coronavirus, especially with the emergence of variants.\nThe EU is also under pressure to procure more supplies, as countries within the block have decried unfair vaccine distribution among member nations, the FT reported.\nPfizer's second-quarter results released last week showed that the pharma giant clocked in COVID-19 vaccine revenues of roughly $8 billion in the second quarter. The company also raised its vaccine revenue forecast for 2021 from $26 billion to $33.5 billion.","news_type":1},"isVote":1,"tweetType":1,"viewCount":340,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":802241612,"gmtCreate":1627784497736,"gmtModify":1631891478181,"author":{"id":"4088423044176710","authorId":"4088423044176710","name":"爱丽丝2022","avatar":"https://static.tigerbbs.com/cf21af481bf46a359c6aa7128b04788a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"赞","listText":"赞","text":"赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/802241612","repostId":"2155165382","repostType":2,"isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":809722786,"gmtCreate":1627393904845,"gmtModify":1633765431184,"author":{"id":"4088423044176710","authorId":"4088423044176710","name":"爱丽丝2022","avatar":"https://static.tigerbbs.com/cf21af481bf46a359c6aa7128b04788a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"赞","listText":"赞","text":"赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/809722786","repostId":"2154916393","repostType":2,"repost":{"id":"2154916393","pubTimestamp":1627393440,"share":"https://www.laohu8.com/m/news/2154916393?lang=&edition=full","pubTime":"2021-07-27 21:44","market":"us","language":"zh","title":"阿里巴巴：阿里云去年销售额突破600亿元 同比增长50%","url":"https://stock-news.laohu8.com/highlight/detail?id=2154916393","media":"界面新闻","summary":"【阿里巴巴：阿里云去年销售额突破600亿元 同比增长50%】7月27日消息，阿里巴巴今日在官网披露《董事会主席兼首席执行官致股东的信》。信中表示，作为阿里巴巴面向未来的第二增长曲线，阿里云去年销售额已...","content":"<div>\n<p>7月27日消息，阿里巴巴今日在官网披露《董事会主席兼首席执行官致股东的信》。信中表示，作为阿里巴巴面向未来的第二增长曲线，阿里云去年销售额已经突破600亿元人民币，同比增长50%。 （文章来源：界面新闻）</p>\n\n<a href=\"http://stock.eastmoney.com/a/202107272017383968.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; 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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阿里巴巴：阿里云去年销售额突破600亿元 同比增长50%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-27 21:44 北京时间&nbsp;&nbsp;&nbsp;<a href=http://stock.eastmoney.com/a/202107272017383968.html><strong>界面新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月27日消息，阿里巴巴今日在官网披露《董事会主席兼首席执行官致股东的信》。信中表示，作为阿里巴巴面向未来的第二增长曲线，阿里云去年销售额已经突破600亿元人民币，同比增长50%。 （文章来源：界面新闻）</p>\n\n<a href=\"http://stock.eastmoney.com/a/202107272017383968.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/d752152b73947ff2f4b1c08ab9eecc39","relate_stocks":{"BABA":"阿里巴巴","QNETCN":"纳斯达克中美互联网老虎指数","09988":"阿里巴巴-SW"},"source_url":"http://stock.eastmoney.com/a/202107272017383968.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2154916393","content_text":"7月27日消息，阿里巴巴今日在官网披露《董事会主席兼首席执行官致股东的信》。信中表示，作为阿里巴巴面向未来的第二增长曲线，阿里云去年销售额已经突破600亿元人民币，同比增长50%。 （文章来源：界面新闻）","news_type":1},"isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":175769158,"gmtCreate":1627049439974,"gmtModify":1633768436196,"author":{"id":"4088423044176710","authorId":"4088423044176710","name":"爱丽丝2022","avatar":"https://static.tigerbbs.com/cf21af481bf46a359c6aa7128b04788a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"赞","listText":"赞","text":"赞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175769158","repostId":"2153981388","repostType":2,"isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}