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2021-08-04

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GLOBAL MARKETS-Wall Street pulls back on weak jobs data

2021-07-28

好

《新股消息》据报天境生物拟在科创板及港交所双重上市

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[财迷]

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[财迷]

华为造车团队换帅，原手机团队全面介入

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[开心]

抱歉，原内容已删除

2021-07-28

$纳斯达克(.IXIC)$[财迷]

2021-07-28

[开心]

抱歉，原内容已删除

2021-07-28

好👌🏻

推特直线拉升，现涨超5%

2021-07-27

$纳斯达克(.IXIC)$[笑哭]

2021-07-26

[呆住]

抱歉，原内容已删除

2021-07-22

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重磅！千亿顶流基金公司最新重仓股大曝光！

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蔚来汽车：首批用于交付的ES8量产车已发运挪威

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Yields subsequently stabilized to pre-open levels.</p><p>   Ten-year notes    last fell 3/32 in price to yield 1.1837%, from 1.174% late on Tuesday.</p><p>   Strong corporate profits have eased concerns over the COVID-19 pandemic, as vaccine roll-outs continue apace in developed markets. But investors are also weighing inflationary pressures and a growing belief that the Federal Reserve may soon signal its intention to trim support for the economy.</p><p>  St. Louis Federal Reserve President James Bullard said on Wednesday that the U.S. labor market is likely to recover at a pace of about 500,000 jobs a month. The return to pre-pandemic employment levels by next summer would lend support to tapering asset purchases and, if needed, raising interest rates next year, Bullard said during an online interview with the Washington Post.  </p><p>   Investors are waiting for the latest U.S. non-farm payroll numbers on Friday - the last before Federal Reserve leaders convene in Jackson Hole, Wyoming, to discuss policy and decide future stimulus strategy.</p><p>   Oil prices were negative as the spread of the Delta variant in top consuming countries outweighed Mideast geopolitical tensions and a fall in U.S. inventories.  </p><p>    U.S. crude    recently fell 2.1% to $69.08 per barrel and Brent    was at $71.26, down 1.59% on the day.</p><p>   The dollar index    rose 0.137%, with the euro    down 0.07% to $1.1852.</p><p>   Gold prices edged higher due to a weaker dollar, although gains were kept in check ahead of U.S. jobs data later this week, seen as pivotal to the Federal Reserve's monetary policy strategy.  </p><p>   Spot gold    added 0.3% to $1,815.27 an ounce. U.S. gold futures    gained 0.58% to $1,820.60 an ounce.</p><p>    &lt;^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Global asset performance     World FX rates YTD    </p><p>   ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^&gt;</p><p>(Reporting by Lawrence Delevingne; Editing by Dan Grebler)</p><p>((lawrence.delevingne@thomsonreuters.com))</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GLOBAL MARKETS-Wall Street pulls back on weak jobs data</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\">\nGLOBAL MARKETS-Wall Street pulls back on weak jobs data\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-08-04 22:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>(Adds U.S. markets open, byline, changes dateline; previous LONDON)</p><p>   * Stocks, other major markets dip on weak jobs data</p><p>   * Oil down around 2%</p><p>   * Safe-haven gold rallies</p><p>    By Lawrence Delevingne</p><p>   BOSTON, Aug 4 (Reuters) - Wall Street started Wednesday in a pessimistic mood after data showed that U.S. jobs growth slowed in July, helping pull stocks and oil prices down, with Treasuries flat.</p><p>   U.S. private payrolls increased far less than expected in July, likely constrained by shortages of workers and raw materials. Employers added 330,000 jobs last month, the ADP National Employment Report showed on Wednesday, versus an increase of 695,000 forecast by economists polled by Reuters.</p><p>   The Dow Jones Industrial Average    fell 151.96 points, or 0.43%, to 34,964.44, the S&amp;P 500    lost 10.65 points, or 0.24%, to 4,412.5 and the Nasdaq Composite    added 3.64 points, or 0.02%, to 14,764.94.</p><p>   “The market is surprising resilient given the weak ADP numbers and a bond market apparently signaling slower growth ahead,\" said Nancy Tengler, chief investment officer of Nashville-based asset manager Laffer Tengler Investments.</p><p>   She pointed to the positive growth indicators from manufacturing inventories and demand for services, but cited concern over COVID in China and related economic slow-downs.</p><p>   MSCI's gauge of stocks across the globe    gained 0.09%.</p><p>   Traders sent U.S. Treasury yields lower after the government said it is considering a reduction in issuance and the payroll report. Yields subsequently stabilized to pre-open levels.</p><p>   Ten-year notes    last fell 3/32 in price to yield 1.1837%, from 1.174% late on Tuesday.</p><p>   Strong corporate profits have eased concerns over the COVID-19 pandemic, as vaccine roll-outs continue apace in developed markets. But investors are also weighing inflationary pressures and a growing belief that the Federal Reserve may soon signal its intention to trim support for the economy.</p><p>  St. Louis Federal Reserve President James Bullard said on Wednesday that the U.S. labor market is likely to recover at a pace of about 500,000 jobs a month. The return to pre-pandemic employment levels by next summer would lend support to tapering asset purchases and, if needed, raising interest rates next year, Bullard said during an online interview with the Washington Post.  </p><p>   Investors are waiting for the latest U.S. non-farm payroll numbers on Friday - the last before Federal Reserve leaders convene in Jackson Hole, Wyoming, to discuss policy and decide future stimulus strategy.</p><p>   Oil prices were negative as the spread of the Delta variant in top consuming countries outweighed Mideast geopolitical tensions and a fall in U.S. inventories.  </p><p>    U.S. crude    recently fell 2.1% to $69.08 per barrel and Brent    was at $71.26, down 1.59% on the day.</p><p>   The dollar index    rose 0.137%, with the euro    down 0.07% to $1.1852.</p><p>   Gold prices edged higher due to a weaker dollar, although gains were kept in check ahead of U.S. jobs data later this week, seen as pivotal to the Federal Reserve's monetary policy strategy.  </p><p>   Spot gold    added 0.3% to $1,815.27 an ounce. U.S. gold futures    gained 0.58% to $1,820.60 an ounce.</p><p>    &lt;^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Global asset performance     World FX rates YTD    </p><p>   ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^&gt;</p><p>(Reporting by Lawrence Delevingne; Editing by Dan Grebler)</p><p>((lawrence.delevingne@thomsonreuters.com))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DJX":"1/100道琼斯","DXD":"道指两倍做空ETF","FXY":"日元ETF-CurrencyShares","SDOW":"道指三倍做空ETF-ProShares","UDOW":"道指三倍做多ETF-ProShares","QLD":"纳指两倍做多ETF","DDM":"道指两倍做多ETF","QQQ":"纳指100ETF","YCS":"日元ETF-ProShares两倍做空","TQQQ":"纳指三倍做多ETF","DOG":"道指反向ETF",".DJI":"道琼斯","EUO":"欧元ETF-ProShares两倍做空",".IXIC":"NASDAQ Composite","SQQQ":"纳指三倍做空ETF","PSQ":"纳指反向ETF",".SPX":"S&P 500 Index","FXE":"欧元做多ETF-CurrencyShares","QID":"纳指两倍做空ETF"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156836102","content_text":"(Adds U.S. markets open, byline, changes dateline; previous LONDON)   * Stocks, other major markets dip on weak jobs data   * Oil down around 2%   * Safe-haven gold rallies    By Lawrence Delevingne   BOSTON, Aug 4 (Reuters) - Wall Street started Wednesday in a pessimistic mood after data showed that U.S. jobs growth slowed in July, helping pull stocks and oil prices down, with Treasuries flat.   U.S. private payrolls increased far less than expected in July, likely constrained by shortages of workers and raw materials. Employers added 330,000 jobs last month, the ADP National Employment Report showed on Wednesday, versus an increase of 695,000 forecast by economists polled by Reuters.   The Dow Jones Industrial Average    fell 151.96 points, or 0.43%, to 34,964.44, the S&P 500    lost 10.65 points, or 0.24%, to 4,412.5 and the Nasdaq Composite    added 3.64 points, or 0.02%, to 14,764.94.   “The market is surprising resilient given the weak ADP numbers and a bond market apparently signaling slower growth ahead,\" said Nancy Tengler, chief investment officer of Nashville-based asset manager Laffer Tengler Investments.   She pointed to the positive growth indicators from manufacturing inventories and demand for services, but cited concern over COVID in China and related economic slow-downs.   MSCI's gauge of stocks across the globe    gained 0.09%.   Traders sent U.S. Treasury yields lower after the government said it is considering a reduction in issuance and the payroll report. Yields subsequently stabilized to pre-open levels.   Ten-year notes    last fell 3/32 in price to yield 1.1837%, from 1.174% late on Tuesday.   Strong corporate profits have eased concerns over the COVID-19 pandemic, as vaccine roll-outs continue apace in developed markets. But investors are also weighing inflationary pressures and a growing belief that the Federal Reserve may soon signal its intention to trim support for the economy.  St. Louis Federal Reserve President James Bullard said on Wednesday that the U.S. labor market is likely to recover at a pace of about 500,000 jobs a month. The return to pre-pandemic employment levels by next summer would lend support to tapering asset purchases and, if needed, raising interest rates next year, Bullard said during an online interview with the Washington Post.     Investors are waiting for the latest U.S. non-farm payroll numbers on Friday - the last before Federal Reserve leaders convene in Jackson Hole, Wyoming, to discuss policy and decide future stimulus strategy.   Oil prices were negative as the spread of the Delta variant in top consuming countries outweighed Mideast geopolitical tensions and a fall in U.S. inventories.      U.S. crude    recently fell 2.1% to $69.08 per barrel and Brent    was at $71.26, down 1.59% on the day.   The dollar index    rose 0.137%, with the euro    down 0.07% to $1.1852.   Gold prices edged higher due to a weaker dollar, although gains were kept in check ahead of U.S. jobs data later this week, seen as pivotal to the Federal Reserve's monetary policy strategy.     Spot gold    added 0.3% to $1,815.27 an ounce. U.S. gold futures    gained 0.58% to $1,820.60 an ounce.    <^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Global asset performance     World FX rates YTD       ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^>(Reporting by Lawrence Delevingne; Editing by Dan Grebler)((lawrence.delevingne@thomsonreuters.com))","news_type":1},"isVote":1,"tweetType":1,"viewCount":811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":801102553,"gmtCreate":1627485769372,"gmtModify":1633764515812,"author":{"id":"4089440955592960","authorId":"4089440955592960","name":"Sallysee","avatar":"https://static.tigerbbs.com/5e6bf86ee526d9b6ea980a576c1d368f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/801102553","repostId":"2154941354","repostType":4,"repost":{"id":"2154941354","pubTimestamp":1627446975,"share":"https://www.laohu8.com/m/news/2154941354?lang=&edition=full","pubTime":"2021-07-28 12:36","market":"us","language":"zh","title":"《新股消息》据报天境生物拟在科创板及港交所双重上市","url":"https://stock-news.laohu8.com/highlight/detail?id=2154941354","media":"AAFN","summary":"据路透旗下IFR报道，美国上市的天境生物(IMAB.US)计划在上海科创板及港交所  双重上市，据悉公司已聘用中金为保荐人，料很快开始上市辅导，公司认为於科创板双重上市可助公司捕捉在岸市场的投资者。公司预期将在2022年完成上市。(el/t)~阿思达克财经新闻网址: www.aastocks.com","content":"<html><body><p>据路透旗下IFR报道，美国上市的<a href=\"https://laohu8.com/S/IMAB\">天境生物</a>(IMAB.US)计划在上海科创板及港交所  双重上市，据悉公司已聘用中金为保荐人，料很快开始上市辅导，公司认为於科创板双重上市可助公司捕捉在岸市场的投资者。公司预期将在2022年完成上市。(el/t)~阿思达克财经新闻网址: www.aastocks.com</p></body></html>","source":"aastocks","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>《新股消息》据报天境生物拟在科创板及港交所双重上市</title>\n<style 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双重上市，据悉公司已聘用中金为保荐人，料很快开始上市辅导，公司认为於科创板双重上市可助公司捕捉在岸市场的投资者。公司预期将在2022年完成上市。(el/t)~阿思达克财经新闻网址: www.aastocks.com</p>\n\n<a href=\"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1115795&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5a0d8d07bb7c07ed67df2bae10160584","relate_stocks":{"00388":"香港交易所"},"source_url":"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1115795&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0","is_english":false,"share_image_url":"https://static.laohu8.com/51f6b9126f36f92bbf92982596066e5a","article_id":"2154941354","content_text":"据路透旗下IFR报道，美国上市的天境生物(IMAB.US)计划在上海科创板及港交所  双重上市，据悉公司已聘用中金为保荐人，料很快开始上市辅导，公司认为於科创板双重上市可助公司捕捉在岸市场的投资者。公司预期将在2022年完成上市。(el/t)~阿思达克财经新闻网址: www.aastocks.com","news_type":1},"isVote":1,"tweetType":1,"viewCount":930,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":801106754,"gmtCreate":1627485738978,"gmtModify":1633764516382,"author":{"id":"4089440955592960","authorId":"4089440955592960","name":"Sallysee","avatar":"https://static.tigerbbs.com/5e6bf86ee526d9b6ea980a576c1d368f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>[财迷]&nbsp;","listText":"<a 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23:06","market":"other","language":"zh","title":"推特直线拉升，现涨超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1169023385","media":"老虎资讯综合","summary":"7月28日，推特直线拉升，现涨超5%。市场消息：推特允许零售商在他们的个人主页上销售产品。","content":"<p>7月28日，<a href=\"https://laohu8.com/S/TWTR\">推特</a>直线拉升，现涨超5%。市场消息：推特允许零售商在他们的个人主页上销售产品。</p>\n<p><img src=\"https://static.tigerbbs.com/a5314f5af478295d95773a0271a7c7c8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>推特直线拉升，现涨超5%</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n推特直线拉升，现涨超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\">2021-07-28 23:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月28日，<a href=\"https://laohu8.com/S/TWTR\">推特</a>直线拉升，现涨超5%。市场消息：推特允许零售商在他们的个人主页上销售产品。</p>\n<p><img src=\"https://static.tigerbbs.com/a5314f5af478295d95773a0271a7c7c8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"TWTR":"Twitter"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169023385","content_text":"7月28日，推特直线拉升，现涨超5%。市场消息：推特允许零售商在他们的个人主页上销售产品。","news_type":1},"isVote":1,"tweetType":1,"viewCount":837,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":801103833,"gmtCreate":1627485604622,"gmtModify":1633764519003,"author":{"id":"4089440955592960","authorId":"4089440955592960","name":"Sallysee","avatar":"https://static.tigerbbs.com/5e6bf86ee526d9b6ea980a576c1d368f","crmLevel":2,"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/801103833","repostId":"1194703873","repostType":4,"repost":{"id":"1194703873","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":1627485053,"share":"https://www.laohu8.com/m/news/1194703873?lang=&edition=full","pubTime":"2021-07-28 23:10","market":"us","language":"zh","title":"AMD大涨逾5%！第二季度净利润同比大涨352%","url":"https://stock-news.laohu8.com/highlight/detail?id=1194703873","media":"老虎资讯综合","summary":"7月28日，AMD大涨逾5%，第二季度营收38.5亿美元，净利润7亿美元，同比大涨352%。此外，花旗将AMD目标价从95美元上调至100美元>>>\n\nAMD今日公布2021年第二季度营业额为38.5","content":"<p>7月28日，<a href=\"https://laohu8.com/S/AMD\">AMD</a>大涨逾5%，第二季度营收38.5亿美元，净利润7亿美元，同比大涨352%。此外，<a href=\"https://laohu8.com/S/C\">花旗</a>将AMD目标价从95美元上调至100美元&gt;&gt;&gt;</p>\n<p><img src=\"https://static.tigerbbs.com/73ed651f3017b49e4b2f168a8729bc71\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>AMD今日公布2021年第二季度营业额为38.5亿美元,经营收入为8.31亿美元,净收入为7.1亿美元,摊薄后每股收益为0.58美元。非GAAP经营收入为9.24亿美元,净收入为7.78亿美元,摊薄后每股收益为0.63美元。</p>\n<p>AMD总裁兼首席执行官苏姿丰博士(Dr.LisaSu)表示:“第二季度我们的业绩表现非常出色,营业额、经营毛利同比增长一倍,盈利同比增长超过两倍。得益于所有业务的强劲需求,我们的增长明显快于市场增长。有了强有力的执行以及消费者对AMD产品的偏爱,我们预计2021全年营业额将同比增长近60%。”</p>\n<p><b>2021年第二季度业绩</b></p>\n<p>本季度营业额为38.5亿美元,同比增长99%,环比增长12%,主要得益于计算与图形事业部及企业、嵌入式和半定制事业部的较高营业额。</p>\n<p>毛利润为48%,同比增长4个百分点,环比增长2个百分点。高端锐龙处理器、Radeon显卡和EPYC(霄龙)处理器销量的增加推动了增长。</p>\n<p>与去年同期的1.73亿美元,以及上一季度6.62亿美元的经营收入相比,本季度的经营收入为8.31亿美元。基于非GAAP标准,和去年同期的2.33亿美元及上季度7.62亿美元的经营收入相比,本季度经营收入为9.24亿美元。经营收入的增长主要得益于营业额的增长。</p>\n<p>较去年同期的1.57亿美元和上一季度5.55亿美元的净收入相比,本季度净收入为7.1亿美元。基于非GAAP标准,与去年同期的2.16亿美元及上季度6.42亿美元的净收入相比,本季度的净收入为7.78亿美元。</p>\n<p>与去年同期的0.13美元和上一季度0.45美元的摊薄后每股收益相比,本季度摊薄后每股收益为0.58美元。基于非GAAP标准,与去年同期的0.18美元和上一季度0.52美元的摊薄后每股收益相比,本季度摊薄后每股收益为0.63美元。</p>\n<p>本季度末现金、现金等价物和短期投资总值为37.9亿美元。</p>\n<p>与去年同期的2.43亿美元和上一季度8.98亿美元的经营业务现金流相比,本季度的经营业务现金流为9.52亿美元。自由现金流方面,与去年同期的1.52亿美元和上一季度的8.32亿美元相比,本季度的自由现金流达到创纪录的8.88亿美元。</p>\n<p>2021年5月,AMD公司宣布了一项40亿美元的股票回购计划。第二季度,公司以2.56亿美元回购了320万普通股。</p>\n<p><b>季度部门财报总结</b></p>\n<p>计算与图形事业部营业额为22.5亿美元,同比增长65%,环比增长7%,主要得益于客户端和图形处理器销量增长。</p>\n<p>客户端处理器平均售价(ASP)同比和环比均有增长,主要由锐龙台式机和笔记本处理器组合销量增长的推动。</p>\n<p>受高端图形产品销量(包括数据中心GPU)的推动,GPU平均售价同比和环比均有提升。</p>\n<p>与去年同期的2亿美元及上季度4.85亿美元的经营收入相比,本季度经营收入为5.26亿美元,收入增长得益于营业额的上升。</p>\n<p>企业、嵌入式和半定制事业部的营业额为16亿美元,同比增长183%,环比增长19%。营业额的增长主要得益于EPYC(霄龙)处理器和半定制产品销量的增加。</p>\n<p>相较于去年同期的3300万美元和上一季度2.77亿美元的经营收入,本季度经营收入为3.98亿美元。同比和环比的增长主要得益于较高的营业额。</p>\n<p>相较于去年同期6000万美元的经营损失和上季度1亿美元的经营损失,本季度所有其它经营损失为9300万美元。</p>\n<p><b>近期公司业绩亮点</b></p>\n<p>AMD宣布40亿美元股票回购计划,将通过经营现金为回购提供资金。</p>\n<p>TOP500组织发布了最新的全球超级计算机TOP500榜单。采用AMDEPYC(霄龙)处理器的系统数量是2020年6月榜单的近5倍。此外,在新榜单中,AMDEPYC(霄龙)处理器占据了58款新上榜系统的半壁江山。</p>\n<p>AMD及其技术合作伙伴宣布了许多采用AMDEPYC(霄龙)处理器的全新高性能计算系统,包括英国气象局的微软Azure超级计算机、Perlmutter超级计算机和新加坡国家超算中心超级计算机。</p>\n<p>AMD与谷歌云宣布了采用第三代AMDEPYC(霄龙)处理器的全新实例T2D。据谷歌云的数据,T2D实例为可扩展工作负载带来了56%的绝对性能和40%以上的性价比提升。</p>\n<p>AMD携3Dchiplet技术继续打造先进的IP,并在前沿的制造和封装技术方面继续投资。这项封装技术突破性地将AMD创新芯片架构与3D堆叠技术相结合。</p>\n<p>AMD宣布了AMDAdvantage设计框架,将AMDRadeonRX6000M系列移动显卡、AMDRadeon软件和AMD锐龙5000系列移动处理器与AMD独有的智能技术以及其它先进的系统设计特性相结合,为笔记本提供一流的游戏体验。</p>\n<p>AMD高性能“Zen”核心架构和AMDRDNA2架构已被引入新的市场。</p>\n<p>AMD宣布,特斯拉ModelS和ModelX中全新设计的信息娱乐系统将由AMD锐龙嵌入式APU和基于AMDRDNA2架构的GPU驱动。</p>\n<p>AMD宣布,AMDEPYC(霄龙)处理器正在为新的HPE(慧与)Alletra6000提供动力,提供比以往的HPENimble存储全闪存阵列高达3倍的性能。</p>\n<p>Valve宣布,SteamDeck掌机采用了AMD的半定制芯片,可运行最新的AAA游戏及Steam游戏库内的所有游戏。</p>\n<p>AMD发布先进的空间放大解决方案——AMDFidelityFXSuperResolution,旨在提高游戏帧率的同时,保证高品质、高分辨率的游戏体验。目前已有超过40家游戏开发商承诺支持FSR,预计未来将有更多游戏厂商采用FSR技术。</p>","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD大涨逾5%！第二季度净利润同比大涨352%\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\">2021-07-28 23:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月28日，<a href=\"https://laohu8.com/S/AMD\">AMD</a>大涨逾5%，第二季度营收38.5亿美元，净利润7亿美元，同比大涨352%。此外，<a href=\"https://laohu8.com/S/C\">花旗</a>将AMD目标价从95美元上调至100美元&gt;&gt;&gt;</p>\n<p><img src=\"https://static.tigerbbs.com/73ed651f3017b49e4b2f168a8729bc71\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>AMD今日公布2021年第二季度营业额为38.5亿美元,经营收入为8.31亿美元,净收入为7.1亿美元,摊薄后每股收益为0.58美元。非GAAP经营收入为9.24亿美元,净收入为7.78亿美元,摊薄后每股收益为0.63美元。</p>\n<p>AMD总裁兼首席执行官苏姿丰博士(Dr.LisaSu)表示:“第二季度我们的业绩表现非常出色,营业额、经营毛利同比增长一倍,盈利同比增长超过两倍。得益于所有业务的强劲需求,我们的增长明显快于市场增长。有了强有力的执行以及消费者对AMD产品的偏爱,我们预计2021全年营业额将同比增长近60%。”</p>\n<p><b>2021年第二季度业绩</b></p>\n<p>本季度营业额为38.5亿美元,同比增长99%,环比增长12%,主要得益于计算与图形事业部及企业、嵌入式和半定制事业部的较高营业额。</p>\n<p>毛利润为48%,同比增长4个百分点,环比增长2个百分点。高端锐龙处理器、Radeon显卡和EPYC(霄龙)处理器销量的增加推动了增长。</p>\n<p>与去年同期的1.73亿美元,以及上一季度6.62亿美元的经营收入相比,本季度的经营收入为8.31亿美元。基于非GAAP标准,和去年同期的2.33亿美元及上季度7.62亿美元的经营收入相比,本季度经营收入为9.24亿美元。经营收入的增长主要得益于营业额的增长。</p>\n<p>较去年同期的1.57亿美元和上一季度5.55亿美元的净收入相比,本季度净收入为7.1亿美元。基于非GAAP标准,与去年同期的2.16亿美元及上季度6.42亿美元的净收入相比,本季度的净收入为7.78亿美元。</p>\n<p>与去年同期的0.13美元和上一季度0.45美元的摊薄后每股收益相比,本季度摊薄后每股收益为0.58美元。基于非GAAP标准,与去年同期的0.18美元和上一季度0.52美元的摊薄后每股收益相比,本季度摊薄后每股收益为0.63美元。</p>\n<p>本季度末现金、现金等价物和短期投资总值为37.9亿美元。</p>\n<p>与去年同期的2.43亿美元和上一季度8.98亿美元的经营业务现金流相比,本季度的经营业务现金流为9.52亿美元。自由现金流方面,与去年同期的1.52亿美元和上一季度的8.32亿美元相比,本季度的自由现金流达到创纪录的8.88亿美元。</p>\n<p>2021年5月,AMD公司宣布了一项40亿美元的股票回购计划。第二季度,公司以2.56亿美元回购了320万普通股。</p>\n<p><b>季度部门财报总结</b></p>\n<p>计算与图形事业部营业额为22.5亿美元,同比增长65%,环比增长7%,主要得益于客户端和图形处理器销量增长。</p>\n<p>客户端处理器平均售价(ASP)同比和环比均有增长,主要由锐龙台式机和笔记本处理器组合销量增长的推动。</p>\n<p>受高端图形产品销量(包括数据中心GPU)的推动,GPU平均售价同比和环比均有提升。</p>\n<p>与去年同期的2亿美元及上季度4.85亿美元的经营收入相比,本季度经营收入为5.26亿美元,收入增长得益于营业额的上升。</p>\n<p>企业、嵌入式和半定制事业部的营业额为16亿美元,同比增长183%,环比增长19%。营业额的增长主要得益于EPYC(霄龙)处理器和半定制产品销量的增加。</p>\n<p>相较于去年同期的3300万美元和上一季度2.77亿美元的经营收入,本季度经营收入为3.98亿美元。同比和环比的增长主要得益于较高的营业额。</p>\n<p>相较于去年同期6000万美元的经营损失和上季度1亿美元的经营损失,本季度所有其它经营损失为9300万美元。</p>\n<p><b>近期公司业绩亮点</b></p>\n<p>AMD宣布40亿美元股票回购计划,将通过经营现金为回购提供资金。</p>\n<p>TOP500组织发布了最新的全球超级计算机TOP500榜单。采用AMDEPYC(霄龙)处理器的系统数量是2020年6月榜单的近5倍。此外,在新榜单中,AMDEPYC(霄龙)处理器占据了58款新上榜系统的半壁江山。</p>\n<p>AMD及其技术合作伙伴宣布了许多采用AMDEPYC(霄龙)处理器的全新高性能计算系统,包括英国气象局的微软Azure超级计算机、Perlmutter超级计算机和新加坡国家超算中心超级计算机。</p>\n<p>AMD与谷歌云宣布了采用第三代AMDEPYC(霄龙)处理器的全新实例T2D。据谷歌云的数据,T2D实例为可扩展工作负载带来了56%的绝对性能和40%以上的性价比提升。</p>\n<p>AMD携3Dchiplet技术继续打造先进的IP,并在前沿的制造和封装技术方面继续投资。这项封装技术突破性地将AMD创新芯片架构与3D堆叠技术相结合。</p>\n<p>AMD宣布了AMDAdvantage设计框架,将AMDRadeonRX6000M系列移动显卡、AMDRadeon软件和AMD锐龙5000系列移动处理器与AMD独有的智能技术以及其它先进的系统设计特性相结合,为笔记本提供一流的游戏体验。</p>\n<p>AMD高性能“Zen”核心架构和AMDRDNA2架构已被引入新的市场。</p>\n<p>AMD宣布,特斯拉ModelS和ModelX中全新设计的信息娱乐系统将由AMD锐龙嵌入式APU和基于AMDRDNA2架构的GPU驱动。</p>\n<p>AMD宣布,AMDEPYC(霄龙)处理器正在为新的HPE(慧与)Alletra6000提供动力,提供比以往的HPENimble存储全闪存阵列高达3倍的性能。</p>\n<p>Valve宣布,SteamDeck掌机采用了AMD的半定制芯片,可运行最新的AAA游戏及Steam游戏库内的所有游戏。</p>\n<p>AMD发布先进的空间放大解决方案——AMDFidelityFXSuperResolution,旨在提高游戏帧率的同时,保证高品质、高分辨率的游戏体验。目前已有超过40家游戏开发商承诺支持FSR,预计未来将有更多游戏厂商采用FSR技术。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a593d85be38c3aa543ab3056553101ff","relate_stocks":{"AMD":"美国超微公司"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194703873","content_text":"7月28日，AMD大涨逾5%，第二季度营收38.5亿美元，净利润7亿美元，同比大涨352%。此外，花旗将AMD目标价从95美元上调至100美元>>>\n\nAMD今日公布2021年第二季度营业额为38.5亿美元,经营收入为8.31亿美元,净收入为7.1亿美元,摊薄后每股收益为0.58美元。非GAAP经营收入为9.24亿美元,净收入为7.78亿美元,摊薄后每股收益为0.63美元。\nAMD总裁兼首席执行官苏姿丰博士(Dr.LisaSu)表示:“第二季度我们的业绩表现非常出色,营业额、经营毛利同比增长一倍,盈利同比增长超过两倍。得益于所有业务的强劲需求,我们的增长明显快于市场增长。有了强有力的执行以及消费者对AMD产品的偏爱,我们预计2021全年营业额将同比增长近60%。”\n2021年第二季度业绩\n本季度营业额为38.5亿美元,同比增长99%,环比增长12%,主要得益于计算与图形事业部及企业、嵌入式和半定制事业部的较高营业额。\n毛利润为48%,同比增长4个百分点,环比增长2个百分点。高端锐龙处理器、Radeon显卡和EPYC(霄龙)处理器销量的增加推动了增长。\n与去年同期的1.73亿美元,以及上一季度6.62亿美元的经营收入相比,本季度的经营收入为8.31亿美元。基于非GAAP标准,和去年同期的2.33亿美元及上季度7.62亿美元的经营收入相比,本季度经营收入为9.24亿美元。经营收入的增长主要得益于营业额的增长。\n较去年同期的1.57亿美元和上一季度5.55亿美元的净收入相比,本季度净收入为7.1亿美元。基于非GAAP标准,与去年同期的2.16亿美元及上季度6.42亿美元的净收入相比,本季度的净收入为7.78亿美元。\n与去年同期的0.13美元和上一季度0.45美元的摊薄后每股收益相比,本季度摊薄后每股收益为0.58美元。基于非GAAP标准,与去年同期的0.18美元和上一季度0.52美元的摊薄后每股收益相比,本季度摊薄后每股收益为0.63美元。\n本季度末现金、现金等价物和短期投资总值为37.9亿美元。\n与去年同期的2.43亿美元和上一季度8.98亿美元的经营业务现金流相比,本季度的经营业务现金流为9.52亿美元。自由现金流方面,与去年同期的1.52亿美元和上一季度的8.32亿美元相比,本季度的自由现金流达到创纪录的8.88亿美元。\n2021年5月,AMD公司宣布了一项40亿美元的股票回购计划。第二季度,公司以2.56亿美元回购了320万普通股。\n季度部门财报总结\n计算与图形事业部营业额为22.5亿美元,同比增长65%,环比增长7%,主要得益于客户端和图形处理器销量增长。\n客户端处理器平均售价(ASP)同比和环比均有增长,主要由锐龙台式机和笔记本处理器组合销量增长的推动。\n受高端图形产品销量(包括数据中心GPU)的推动,GPU平均售价同比和环比均有提升。\n与去年同期的2亿美元及上季度4.85亿美元的经营收入相比,本季度经营收入为5.26亿美元,收入增长得益于营业额的上升。\n企业、嵌入式和半定制事业部的营业额为16亿美元,同比增长183%,环比增长19%。营业额的增长主要得益于EPYC(霄龙)处理器和半定制产品销量的增加。\n相较于去年同期的3300万美元和上一季度2.77亿美元的经营收入,本季度经营收入为3.98亿美元。同比和环比的增长主要得益于较高的营业额。\n相较于去年同期6000万美元的经营损失和上季度1亿美元的经营损失,本季度所有其它经营损失为9300万美元。\n近期公司业绩亮点\nAMD宣布40亿美元股票回购计划,将通过经营现金为回购提供资金。\nTOP500组织发布了最新的全球超级计算机TOP500榜单。采用AMDEPYC(霄龙)处理器的系统数量是2020年6月榜单的近5倍。此外,在新榜单中,AMDEPYC(霄龙)处理器占据了58款新上榜系统的半壁江山。\nAMD及其技术合作伙伴宣布了许多采用AMDEPYC(霄龙)处理器的全新高性能计算系统,包括英国气象局的微软Azure超级计算机、Perlmutter超级计算机和新加坡国家超算中心超级计算机。\nAMD与谷歌云宣布了采用第三代AMDEPYC(霄龙)处理器的全新实例T2D。据谷歌云的数据,T2D实例为可扩展工作负载带来了56%的绝对性能和40%以上的性价比提升。\nAMD携3Dchiplet技术继续打造先进的IP,并在前沿的制造和封装技术方面继续投资。这项封装技术突破性地将AMD创新芯片架构与3D堆叠技术相结合。\nAMD宣布了AMDAdvantage设计框架,将AMDRadeonRX6000M系列移动显卡、AMDRadeon软件和AMD锐龙5000系列移动处理器与AMD独有的智能技术以及其它先进的系统设计特性相结合,为笔记本提供一流的游戏体验。\nAMD高性能“Zen”核心架构和AMDRDNA2架构已被引入新的市场。\nAMD宣布,特斯拉ModelS和ModelX中全新设计的信息娱乐系统将由AMD锐龙嵌入式APU和基于AMDRDNA2架构的GPU驱动。\nAMD宣布,AMDEPYC(霄龙)处理器正在为新的HPE(慧与)Alletra6000提供动力,提供比以往的HPENimble存储全闪存阵列高达3倍的性能。\nValve宣布,SteamDeck掌机采用了AMD的半定制芯片,可运行最新的AAA游戏及Steam游戏库内的所有游戏。\nAMD发布先进的空间放大解决方案——AMDFidelityFXSuperResolution,旨在提高游戏帧率的同时,保证高品质、高分辨率的游戏体验。目前已有超过40家游戏开发商承诺支持FSR,预计未来将有更多游戏厂商采用FSR技术。","news_type":1},"isVote":1,"tweetType":1,"viewCount":517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":803994414,"gmtCreate":1627399734738,"gmtModify":1633765350918,"author":{"id":"4089440955592960","authorId":"4089440955592960","name":"Sallysee","avatar":"https://static.tigerbbs.com/5e6bf86ee526d9b6ea980a576c1d368f","crmLevel":2,"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":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/803994414","repostId":"1173492253","repostType":4,"repost":{"id":"1173492253","weMediaInfo":{"introduction":"研讨公司成败，探究行业兴衰，推动阳光商业。由《财经》公司产业报道团队创建，“媒体+智库”双轮驱动的商业新媒体平台","home_visible":1,"media_name":"财经十一人","id":"1099700195","head_image":"https://static.tigerbbs.com/2c6ac2a9dafc44d0a5e8c2ea84dfb4e2"},"pubTimestamp":1627389672,"share":"https://www.laohu8.com/m/news/1173492253?lang=&edition=full","pubTime":"2021-07-27 20:41","market":"sh","language":"zh","title":"华为造车团队换帅，原手机团队全面介入","url":"https://stock-news.laohu8.com/highlight/detail?id=1173492253","media":"财经十一人","summary":"车业务团队是一个承载华为未来竞争力的新团队，它的重要性和成熟度决定了这个团队中短期将一直处于调整状态\n\n华为希望既帮车企“造车”又“卖车”来实现在汽车圈的弯道超车，但是目前并不顺利。\n《财经》记者从多","content":"<div>\n<p>车业务团队是一个承载华为未来竞争力的新团队，它的重要性和成熟度决定了这个团队中短期将一直处于调整状态\n\n华为希望既帮车企“造车”又“卖车”来实现在汽车圈的弯道超车，但是目前并不顺利。\n《财经》记者从多个独立信源处得知，原华为消费者BG首席技术官（CTO）卞红林已于近日调任智能汽车解决方案BU CTO。7月27日，华为内部发文，免去了原华为智能驾驶产品线总裁兼首席架构师苏箐智能驾驶产品部部长职位，由...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n","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>华为造车团队换帅，原手机团队全面介入</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华为造车团队换帅，原手机团队全面介入\n</h2>\n\n<h4 class=\"meta\">\n\n2021-07-27 20:41 北京时间&nbsp;&nbsp;&nbsp;<strong>财经十一人</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>车业务团队是一个承载华为未来竞争力的新团队，它的重要性和成熟度决定了这个团队中短期将一直处于调整状态\n\n华为希望既帮车企“造车”又“卖车”来实现在汽车圈的弯道超车，但是目前并不顺利。\n《财经》记者从多个独立信源处得知，原华为消费者BG首席技术官（CTO）卞红林已于近日调任智能汽车解决方案BU CTO。7月27日，华为内部发文，免去了原华为智能驾驶产品线总裁兼首席架构师苏箐智能驾驶产品部部长职位，由...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f3234d14fb027b2f104738a6b5d511f","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173492253","content_text":"车业务团队是一个承载华为未来竞争力的新团队，它的重要性和成熟度决定了这个团队中短期将一直处于调整状态\n\n华为希望既帮车企“造车”又“卖车”来实现在汽车圈的弯道超车，但是目前并不顺利。\n《财经》记者从多个独立信源处得知，原华为消费者BG首席技术官（CTO）卞红林已于近日调任智能汽车解决方案BU CTO。7月27日，华为内部发文，免去了原华为智能驾驶产品线总裁兼首席架构师苏箐智能驾驶产品部部长职位，由卞红林接任。\n这是继5月，消费者BG CEO余承东开始担任新增的智能汽车解决方案BU CEO后，华为汽车业务又一次重大高层变动。\n《财经》记者就上述信息向华为方面求证，截至发稿未获得回应。\n此次变动也意味着原先华为在终端战场上厮杀过的团队强势介入了汽车业务，“华为的车”进入交付阶段后，在消费者端打开市场是当务之急。\n近半年，华为一直处于汽车圈舆论风口，4月，华为联手北汽新能源推出了搭载华为Hi智能汽车解决方案的极狐阿尔法S，标志着华为已有自动驾驶量产成果落地。随后，华为又宣布在线上旗舰店和部分线下旗舰店卖车，首款车型是其和重庆小康股份（601127.SH）合作的赛力斯华为智选SF5。\n市场暂时对此反应冷淡。根据乘联会数据，SF5 4月的终端交付量为129台，5月为204台，6月为455台。华为员工向《财经》记者表示，这些订单中的绝大部分都来自门店展车，真正进入消费者市场的“屈指可数”。\n如何既帮车企造车又卖车？如何弥合两条路线的鸿沟？如何快速建立汽车业务的商业闭环？这不仅是卞红林的新任务，也是未来华为横跨消费者业务和汽车业务的新命题。\n01、两种路线\n要读懂这次人事变动的深意，需要了解华为在汽车业务上的两种打法。\n华为不造整车——至今为止，华为不具备整车开发平台和底盘技术，但是除此之外，华为几乎介入了汽车的全生命周期。华为将自己定位为“汽车增量零部件供应商”，提供从芯片、操作系统到硬件、算法、云计算的技术闭环，这种全栈式的智能汽车解决方案。业务主要沿着两条思路，一是“造车”，提供汽车智能化零部件和解决方案给车企；二是卖车，在门店里售卖华为深度合作车型。\n2019年5月，华为成立智能汽车解决方案BU部门，与四大BG并列，同属一级部门，隶属于ICT管理委员会管理，标志着华为正式进军智能汽车产业。此后，该业务BG在相当长的一段时间里保持低调，专注研发。\n去年，华为将智能汽车解决方案BU的业务管辖关系从ICT业务管理委员会调整到消费者业务管理委员会，并将后者重组为智能终端与智能汽车部件业务管理委员会，由长期主导华为手机业务的余承东任主任。\n5月18日，华为内部发文称，余承东将担任智能汽车解决方案BU CEO，这是一个新增职位。他同时继续为消费者BG CEO，不再担任华为云CEO。\n华为智选是华为消费者BG的业务，余承东智能汽车解决方案BU CEO后，将会发力交付和渠道，“帮车企卖好车”。这是一个鲜明的信号——汽车业务从幕后走向台前，将需要承担更多商业变现的压力。\n一方面，汽车产业变革的第二波智能化浪潮开启。推动了芯片、传感器、通讯模块等硬件、操作系统、算法软件、应用软件在产业链中的地位提升。人工智能、大数据、云计算、5G等新技术等新技术更为关键，这是做ICT（信息与通信技术）起家的华为的机遇。\n另一方面，由于美国制裁，华为几乎已经被迫放弃手机业务。有华为消费者业务员工向《财经》记者表示，自去年开始，手机团队中层以上领导就在不断流向其他部门。另有员工向《财经》记者透露，华为要卖掉Nova系列手机给运营商，以后Nova会采取类似贴牌的模式，终端业务今后将只保留mate系列和P系列。因此，以汽车弥补手机的收入窟窿，成为华为的新命题。\n外界留给华为的时间不会很多，而且今明两年，将是汽车产业这一轮智能化变革的重要窗口期。在此背景下，华为需要加快再加快，才能抢占更多市场。\n外界形势在倒逼华为加快汽车和消费者业务的整合。\n根据职场社交平台LinkedIn资料显示，卞红林毕业于中国科学技术大学电子工程专业，2011年加入华为。目前，其LinkedIn主页显示身份依旧为华为CBG CTO，及硬件工程和产品开发部总裁。\n一位接近卞红林的华为人士告诉《财经》记者，卞红林没有汽车背景，但是在产品交付上拥有丰富经验。上述人士认为，技术都是相通的，尤其ICT和智能电动车。当前车业务从Demo进入量产交付了，也是正常变动。\n此次遭遇免职的苏箐是典型的技术狂人，苏箐从海思芯片做起，曾领导开发了华为达芬奇AI芯片架构。华为智能汽车解决方案BU员工告诉财经》记者，苏箐脾气耿直，领导风格上“桀骜不驯”，“技术至上”。\n“我们内部也说，像自动驾驶这么困难的事，也许得要这么偏执的人才能做成。”他说。\n另有华为员工向《财经》记者表示，此前，华为车BU专门有团队负责做芯片整合，就是“硬件盒子”，苏箐觉得这个还有改进空间，于是自己重组了团队来做。\n多位受访员工曾向《财经》记者谈到车BU内部竞争激烈所带来的的弊端。“内部都是赛马机制，领导层面也是，不同的高管负责不同的项目，这样速度是快，但是内耗也很严重。”一位员工提及，此前仅激光雷达项目，华为内部就有三支团队在做，并且导致了其中一只表现不佳的团队多人离职，负责人相继离职。\n今年7月，“华为智能驾驶总裁谈自动驾驶”一词登上微博热搜——在世界人工智能大会上，苏箐语出惊人，他在谈及特斯拉自动驾驶事故时表示，当机器和人类共生，就一定会造成事故率，讲难听点就是杀人。\n“我们要把其概率降到最低，大家一定要认识这点。”苏箐强调：在未来的一百年内，机器的智商都不会超过人类，而L5级（即完全自动驾驶）在这辈子也很难实现。华为将尽量让这个行业平稳度过未来5年的危险期，不然华为就可能是历史的“罪人”。\n有员工向《财经》记者表示，华为内部有声音猜测此次免职也和这一耿直言论有关。\n《财经》记者了解到，目前，兼任消费者BG CEO的余承东任车BU CEO。曾任华为日本运营商业务部、华为无线网络业务部FDD产品线总裁的王军任车BU总裁。曾任北汽集团党委书记的郑刚任车BU副总裁和首席战略官，他被认为在促成华为和北汽的合作中发挥关键作用。曾任华为全球解决方案总裁、西欧企业业务部的何利杨任车BU副总裁和总经理，外界认为其将有助于促进华为和欧洲汽车大厂间的合作。\n简单理解，在研发层面，硬件团队负责计算中心、传感器、电控部分的研发，软件团队负责自动驾驶算法和智能座舱，前者由智能驾驶业务线主导，后者正由原消费者业务团队大规模接手。\n前述华为员工告诉《财经》记者，智能座舱业务正处于人员整合的过渡期，“旱的旱死，涝的涝死。原先的一部分人无事可做，新过去的人手忙得不可开交。”\n02、再快一点\n如何能快一点？华为汽车业务的布局可以归纳为1个核心、2个方向、3种合作模式。\n芯片，是华为汽车业务的核心。此前，华为的芯片能力主要集中在半导体子公司海思，模式类似于高通，都是纯做设计。在华为受到美国制裁后，海思设计的芯片无法找到代工企业，华为试图通过投资抓手哈勃投资获得产业链自主能力。\n如今，华为开始打造新的核心竞争力——面向客户端，华为开始做偏解决方案的业务。在智能汽车领域，这种方式将给华为带来很大优势。直接做芯片解决方案，意味着华为可以极大缩短车企开发流程。以高通类比，在高通和车企的合作中，高通的角色是二级供应商，其芯片需要与一级供应商德赛西威先行适配，由德赛西威完成解决方案，再与车企进行适配。在各家不惜余力加快产品发布节奏，以争夺智能汽车窗口期的竞争中，这将帮助车企获得核心竞争力。\n在当前可落地的智能汽车量产成果上，“智能座舱”和“自动驾驶”是竞争的两条主线。在此背景下，华为一是重注以计算中心（芯片）为核心的解决方案，二是之前在终端、无线上积累的技术向车载迁移的，比如电控、车载音控等。\n3种合作模式，即针对不同车企，华为有三种不同的合作形式：一是作为汽车软件系统与智能生态供应商，提供华为 HiCar 关联多种车用 APP；二是作为软硬件及智能化的整体方案供应商，提供包括华为 DriveOne 多合一电驱动系统、电机控制器、HiCar等软硬件上的全面合作；三是HUAWEI Inside 全栈式方案，提供鸿蒙车机与自研车载计算芯片在内的全套 HI 解决方案，并可授权在车身上使用 HI 的 Logo。\n这三种合作模式，可以理解为合作深度不同，第一种最浅，第三种最深刻。\n值得注意的是，从未有一家零部件厂商像华为这么高调，将自己的logo打在车身上。\n也就是说，从组织架构到产品推出的思路，华为都是为了适应当下汽车产业变革所需要的“快”，然而到目前为止，“因为华为太有存在感”，车企们心存忌惮，真正愿意买单者还十分有限。\n6月30日的上汽集团股东大会上，有投资者向上汽集团董事长陈虹提问，问上汽是否会考虑在自动驾驶方面与华为等第三方公司合作。陈虹回应称，与华为这样的第三方公司合作自动驾驶，上汽是不能接受的。\n陈虹说，“这好比一家公司为我们提供整体的解决方案，如此一来，它成了灵魂，上汽成了躯体。对于这样的结果，上汽是不能接受的，要把灵魂掌握在自己手中。”\n今年4月，北汽发布了搭载华为“HI”智能汽车解决方案的极狐阿尔法 S ，包含三颗 96 线激光雷达和华为 MDC 810 计算平台，这也标志着华为自动驾驶量产成果的落地。据苏菁透露，在极狐阿尔法 S 这款车上，华为自动驾驶团队只适配了 2个月，对算力的利用率就达到了30%-40% 左右。\n然而，据36氪报道，百度和华为当时同时在和一汽集团洽谈自动驾驶云的合作，而采用了华为inside方案的北汽车型亮相街头后，一汽集团就把谈判重心倾斜给了百度。\n“国内主机厂之间利益割据太严重，宁愿用国外的博世大陆，也不用华为一家。这个现状要打破不容易。”前述华为员工表示。\n华为正在尝试改变这种局面。\n除了从组织架构上整合卖车和造车两条线，尽管赛力斯华为sf5上市后表现不佳，但华为并没有继续停止押注。华为员工向《财经》记者表示，今年赛力斯和华为还有两款合作车型要上，其中赛力斯sf7将在近期亮相。一位华为上海经销商告诉《财经》记者，余承东表示，对赛力斯的期许是在全生命周期里面卖出几百万辆，为了达成这个不可思议的目标，华为制定了开店计划，“首先就是在年底之前在全国两千家华为店铺里面都放上赛力斯汽车。”\n此前，有多方消息称北汽极狐也将会进入华为门店。对此，华为员工和经销商均向《财经》记者，目前有计划进入华为门店的，只有赛力斯一家。有人透露，北汽方面并不想和华为绑定太深。\n6月，极狐与百度联合发布新一代量产共享无人车Apollo Moon，新车基于百度最新一代的共享无人车技术。对此，一位汽车行业人士评价，“传统主机厂都有多个供应商，华为就算再强大，北汽也不可能让极狐只用他一家的产品”。\n根据方正证券近期发布的研报，作为一家零部件厂商，华为主要有三个方向，一是瞄准整车市场供给；二是瞄准增量市场，为传统车企往电动化，智能化的过程中新出现的问题提供整体方案；三是瞄准产业链的增量市场。在国内企业竞争力不强的领域，打造自主模式。\n企查查APP显示，华为近期新增“Autoware”商标申请信息，“Autoware”是世界上第⼀款⽤于⾃动驾驶汽⻋的“⼀体化”开源软件。《财经》记者从华为内部了解到，通过审核的合作伙伴已经可以在社区里下载这款软件。对此，一位行业技术人士告诉《财经》记者，这种软件的技术并不复杂，华为的优势还是在于5G技术对自动驾驶能力的加持，而更多的意义还是在于开源，“这是在竖起大旗，吸引合作伙伴。”\n目前，华为拿下的大单包括将在年底量产的北汽极狐阿尔法S和长安合作车型。\n《财经》记者了解到，华为与奥迪达就自动驾驶系统ADS方案达成合作，车型将在2023年推出，广汽埃安与华为联合开发的首款车型也确定于2023年底实现量产。从量产的时间来看，华为延续了谨慎、质量高于速度的风格，没有蔚来、理想、小鹏的量产脚步快。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":803999289,"gmtCreate":1627399469641,"gmtModify":1633765354871,"author":{"id":"4089440955592960","authorId":"4089440955592960","name":"Sallysee","avatar":"https://static.tigerbbs.com/5e6bf86ee526d9b6ea980a576c1d368f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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13:37","market":"sh","language":"zh","title":"重磅！千亿顶流基金公司最新重仓股大曝光！","url":"https://stock-news.laohu8.com/highlight/detail?id=1108266838","media":"中国基金报","summary":"作为手握重金的“顶流”基金管理人，主动权益管理规模位居前列的基金公司一举一动倍受市场关注。这些公司的最新重仓股，也成为季报披露季集结投资者注意力的重要信息。\n目前公募基金2021年二季报已经披露完毕，","content":"<div>\n<p>作为手握重金的“顶流”基金管理人，主动权益管理规模位居前列的基金公司一举一动倍受市场关注。这些公司的最新重仓股，也成为季报披露季集结投资者注意力的重要信息。\n目前公募基金2021年二季报已经披露完毕，记者根据天相数据，逐一统计出了主动权益基金规模超千亿的18家基金公司偏爱个股，在“吨位决定地位”的A股市场上，这些重仓股名单请投资者拿好。\n从各大基金公司的前十大持仓来看，基金公司依然偏爱核心资产板块...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n","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>重磅！千亿顶流基金公司最新重仓股大曝光！</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n重磅！千亿顶流基金公司最新重仓股大曝光！\n</h2>\n\n<h4 class=\"meta\">\n\n2021-07-22 13:37 北京时间&nbsp;&nbsp;&nbsp;<strong>中国基金报</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作为手握重金的“顶流”基金管理人，主动权益管理规模位居前列的基金公司一举一动倍受市场关注。这些公司的最新重仓股，也成为季报披露季集结投资者注意力的重要信息。\n目前公募基金2021年二季报已经披露完毕，记者根据天相数据，逐一统计出了主动权益基金规模超千亿的18家基金公司偏爱个股，在“吨位决定地位”的A股市场上，这些重仓股名单请投资者拿好。\n从各大基金公司的前十大持仓来看，基金公司依然偏爱核心资产板块...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108266838","content_text":"作为手握重金的“顶流”基金管理人，主动权益管理规模位居前列的基金公司一举一动倍受市场关注。这些公司的最新重仓股，也成为季报披露季集结投资者注意力的重要信息。\n目前公募基金2021年二季报已经披露完毕，记者根据天相数据，逐一统计出了主动权益基金规模超千亿的18家基金公司偏爱个股，在“吨位决定地位”的A股市场上，这些重仓股名单请投资者拿好。\n从各大基金公司的前十大持仓来看，基金公司依然偏爱核心资产板块的白马蓝筹，但部分公司对持仓进行调整，减持了估值较高的标的，增配了二线龙头。另一个显著趋势是，不少公司增配新能源、半导体、新材料板块龙头股，积极拥抱成长型机会。\n一起来看看这些规模超大的公司都有哪些“心头好”。\n\n易方达基金：\n大幅增持二线白酒\n截至二季度末，易方达的主动权益规模为5614.51亿元，位居全行业第一。天相数据显示，易方达基金十大重仓股仍然是市场上的\"大白马\"，主要集中在大消费、大金融、新能源等板块。\n其中，白酒股仍然是易方达重仓持有的板块。与今年一季度末相比，易方达前三大重仓股依然依次为五粮液、贵州茅台、泸州老窖。\n但从持仓市值变动来看，易方达基金对贵州茅台、五粮液等一线白酒配置仓位总体有所下降，洋河股份、山西汾酒等二三线白酒股则获大幅加仓。\n二季度末，洋河股份上升为易方达第六大重仓股，持仓市值环比近乎翻番。同时，易方达持有山西汾酒的市值二季度增长13亿元以上。\n二季度，易方达基金还对部分医药个股进行增持。长春高新一季度新进入前十大重仓股，平安银行则退出其列。\n\n汇添富基金：\n宁德时代、百润股份新进前十大重仓\n今年二季度，汇添富基金以3934.26亿元的主动权益规模位居行业第二，二季度规模猛增近500亿元，距离4000亿元关口仅咫尺之距。\n天相数据显示，今年二季度，白酒、医药、金融、科技板块下的细分领域龙头股受到该基金公司青睐。\n贵州茅台仍然稳坐汇添富基金第一大重仓股，但持股市值下降逾30亿元至141.21亿元。整体看，汇添富基金对白酒持仓也进行了调整，五粮液遭减持，山西汾酒获增持，一季度第五大重仓股泸州老窖二季度直接掉出前十大重仓股。\n二季度，汇添富基金增配科技细分领域龙头股的动作明显。半导体龙头韦尔股份获得大幅增持，锂电池龙头宁德时代新进前十大重仓，位居第七大重仓股。\n另外，鸡尾酒龙头百润股份新进入汇添富基金前十大重仓股，迈瑞医疗则不再出现在前十重仓股行列中。\n\n广发基金：\n头号重仓隆基股份 减持医药\n广发基金二季度末主动权益基金管理规模位居行业第三，为3934.11亿元。从前十大重仓股来看，旗下多只基金延续一季度持仓风格，瞄向新能源、半导体等板块。\n二季度，隆基股份获得广发基金大幅增持，替代京东方A成为第一大重仓股。广发基金也增加了对亿纬锂能的配置，京东方A持仓市值则有所下降。\n值得注意的是，一季度末位于广发基金前十大重仓之列的迈瑞医疗、恒瑞医疗二季度末不再现身前十大重仓股行列，光伏龙头股阳光电源和模拟芯片龙头圣邦股份则新进入。\n\n中欧基金：\n大力增配医药股\n中欧基金同样是主动权益基金管理能力较强、管理规模居前的基金公司，旗下周应波、周蔚文、葛兰、王健等一批知名基金经理。\n相比今年一季度末，中欧基金今年二季度对持仓也进行了较大幅度的调整，前十大重仓股中近一半更换。事实上，在上个季度，中欧基金前十大重仓股变化也比较明显。\n从中欧基金一季度末的十大重仓股来看，前三大重仓股为赣锋锂业、贵州茅台、爱尔眼科。然而到了二季度末，前三大重仓股依次为爱尔眼科、通策医疗、药明康德，其中通策医疗是新进前十大重仓股。\n此外，CDMO行业龙头凯莱英同样新进前十大重仓。不难看出，中欧基金二季度大幅增配医药医疗股。\n此外，福耀玻璃、隆基股份进入二季度中欧前十大重仓股，而万华化学、五粮液、顺丰控股、长春高新则退出了前十大重仓股之列。\n\n富国基金：\n宁德时代取代茅台成第一重仓股\n作为国内“老十家”基金管理公司之一，富国基金凭借出色的主动管理能力，近年来为投资者实现了不俗的整体回报，主动权益管理规模今年二季度环比增加400多亿，站上3000亿元大关。\n今年二季度末，富国基金头号重仓股由贵州茅台变为宁德时代，贵州茅台则退居第二大重仓股，韦尔股份位列第三大重仓股。而在一季度末，宁德时代尚未进入富国基金前十大重仓。\n二季度市场持续震荡背景下，富国基金也进行了调仓换股，加仓新能源，减持金融、医药股。\n除宁德时代外，亿纬锂能、青岛啤酒、新进前十大重仓之列，中国平安、迈瑞医疗、风华高科则退出前十大重仓股。\n值得注意的是，中国平安一季末高居富国基金第四大重仓股，持股市值曾高达近36亿以上。\n\n南方基金：\n加仓新能源、医药\n在去年底主动权益基金管理规模迈过2000亿大关后，今年南方基金管理规模连续两个季度稳步增长，目前已超2600亿元。就基金公司前十大重仓股而言，白酒股仍受到重配，同时加仓新能源\n一季度末南方基金第一大重仓股为贵州茅台，二季度对其进行了减持，同时大幅增持锂电池龙头宁德时代，持仓市值由26.3亿增长为69.72亿元，激增1.65倍。\n从前十大重仓股变化看，南方基金适当减少了对传媒股和家电股的配置，分众传媒、美的集团滑出前十大重仓股，同时加大了医药和二线白酒的配置，药明康德、山西汾酒新进前十大重仓。\n\n嘉实基金：\n宁德时代、通策医疗新进前十重仓股\n截至二季度末，嘉实基金主动权益管理规模为2604.02亿元，环比上个季度增加364亿，目前位列行业第七。\n从重仓股来看，宁德时代、迈瑞医疗和贵州茅台为二季度末嘉实基金的前三大重仓股。与去年四季度末相比，宁德时代为新进前十大重仓股，迈瑞医疗位次并未发生调整，贵州茅台则向下滑两个位次。\n不过，作为第四大重仓股口腔医疗连锁龙头通策医疗一季度末尚未出现在前十大重仓股行列。这只新进前十大的个股，取代了建筑信息化龙头广联达。\n此外，圣邦股份、工业自动化行业龙头汇川技术也新进入前十大重仓股，深信服、兴业银行今年二季度则退出了前十大重仓股行列。\n可以看出，一季度嘉实基金明显增持了新能源、半导体等先进制造板块，对部分信息技术、金融标的或进行了一定减持操作。\n\n兴证全球基金：\n海康威视仍为头号重仓股\n兴证全球基金一直主打主动管理能力，因持续较好业绩奠定了行业口碑，因此在今年二季度规模再度稳步上升，目前居行业第八。\n二季度末，海康威视仍为兴证全球基金头号重仓股，持有市值达到110亿元以上，环比增持35亿元。海尔智家、三安广电紧随其后，为该公司第二、第三大重仓股。\n与一季度相比，今年二季度兴证全球基金前十大重仓股也有所调整。其中兴业银行、万华化学、紫光国微、妙可蓝多为新进个股，另一面，万科A、保利地产和锦江酒店、美年健康则退出。\n\n景顺长城基金：\n继续增持“茅五泸”\n今年二季度末景顺长城基金主动权益管理规模达2356.81元，位列行业第九。\n就其二季度重点持仓而言，天相数据显示，景顺长城前十大重仓股较多集中在消费和医药板块。\n其中贵州茅台、五粮液仍然占据前两大重仓股之位。中国中免二季度末成为景顺长城第三大重仓股，第四大为迈瑞医疗。泸州老窖由第三大重仓股下滑为第五大重仓。不过从持仓市值看，这三只白酒股都获得增持。\n中国中免二季度末成为景顺长城第三大重仓股，第四大为迈瑞医疗。另外一只医药白马股药明康德紧随其后，位列第六大重仓股。\n相较于去年末，一季度景顺长城前十大重仓股保持稳定，无论个股还是顺序均未出现较大变化。从新进个股来看，仅第九大重仓股由古井贡酒变为欣旺达，前者滑出后者进入。\n\n华夏基金：\n增配新能源、半导体\n华夏基金二季度末的主动权益管理规模为2353.45亿元，也是主动权益产品的主要管理人。今年一季度，华夏基金前十大重仓股仍然集中在消费、医药、科技等核心资产板块，但对持仓进行了一些调整。\n具体而言，宁德时代取代贵州茅台成为华夏基金二季度末第一大重仓股，持仓市值增加27亿元左右。第二、第三位为五粮液和贵州茅台。\n与去年末相比，华夏基金前四大重仓股仍然是洋河股份，但由于大幅增值华友钴业，第五大重仓由中国中免变为华友钴业。\n此外，华夏基金加大了对半导体的配置，美的集团退出的同时，芯片龙头卓胜微新进第七大重仓股。同时，爱尔眼科取代长春高新，新进入前十大重仓股。\n\n上海东方证券：\n加仓宁德时代、贵州茅台\n作为公募基金管理人，上海东方证券二季度末主动权益管理规模为1999.08亿，即将突破2000亿关口。\n天相数据显示，二季度上海东方证券持仓仍然集中在消费和科技两大板块，对细分领域持仓结构有所调整。\n与一季度末相比，上海东方证券大幅加仓宁德时代，使其从上季度末的第五大重仓股跃升为头号重仓股。海康威视、贵州茅台也获得加仓，目前位列第二、第三大重仓股。尤其贵州茅台持仓市值近乎翻倍，由第八大重仓股上升为第三大重仓股。一季度末第一大重仓股伊利股份则遭减持，二季度末作为第四重仓股位列贵州茅台之后。\n一季度末第三大重仓股美的集团、第四大重仓股万科A二季度末则不再现身公司前十大重仓股行列，洋河股份、智飞生物两只个股新进入。由此可见，上海东方证券加仓白酒、新能源动作明显，对家电、地产则进行了减持。\n\n交银施罗德基金：\n重配荣盛石化、海康威视\n交银施罗德也是主动权益基金管理能力较强的基金公司，旗下拥有杨浩等一批知名基金经理，截至二季度末主动权益管理规模1885.62亿元。\n从交银施罗德二季度末的十大重仓股来看，前三大重仓股为荣盛石化、海康威视、视源股份，与一季度末相比仅前两大重仓股未发生改变，视源股份由第七大重仓上升为第三大重仓，三环集团则由第三大重仓下滑为第五大重仓。\n尽管二季度市场整体震荡，交银施罗德持仓总体保持稳定，前十大重仓股组成来看，仅东方雨虹滑出，顾家家居进入。\n\n工银瑞信基金：\n加仓医药、新能源\n工银瑞信基金同样是主动权益基金管理能力较强的基金公司，尤其是近两年涌现一批优秀基金经理，如袁芳、杜洋等。公司截至二季度末主动权益规模1781.29亿元，环比上升近400亿元。\n从工银瑞信基金二季度末的十大重仓股来看，前三大重仓股依次为宁德时代、药明康德、海康威视。与一季末相比，次序有所调整，主要是由于宁德时代、药明康德的持仓市值大比例上升。\n此外，二季度工银瑞信还增持多只医药股，例如泰格医药、九洲药业、爱尔眼科，均新进前十大重仓股。\n\n鹏华基金：\n前三大重仓均为白酒\n鹏华基金中长期主动管理能力突出，旗下涌现出王宗合、梁浩等知名基金经理，助推公司管理规模持续增长，截至二季度末已达1600亿元。\n二季度末，鹏华基金的重仓股聚焦在白酒和新能源板块上。贵州茅台、五粮液仍然稳坐鹏华基金第一、第二大重仓股，而山西汾酒成为第三大重仓股。此外，古井贡酒也获得增持。\n一季度末位列第三大重仓股的中国平安已经不在鹏华基金前十重仓行列，而隆基股份新进入前十大重仓。\n\n博时基金：\n加仓新能源、半导体\n在主动权益基金管理规模逼近1500亿的博时基金，也是较为受到关注的公司。就基金公司前十大重仓股而言，增加了医药、新能源、半导体的配置。\n二季度末，贵州茅台、宁德时代、迈瑞医疗位居博时基金前三大重仓股，对比一季度末的日月股份、贵州茅台、万华化学调整较大。其中，宁德时代为新进入前十大重仓。\n卓胜微、立讯精密等半导体、消费电子相关龙头股也新出现在博时基金前十大重仓股之列，隆基股份同样获得增持，新进为第九大重仓股。\n\n银华基金：\n重配药明康德、贵州茅台\n整体发展稳健的银华基金，近两年涌现出李晓星、刘辉等知名基金经理，优秀业绩也带动基金公司整体主动权益基金规模的上升。二季度末银华基金主动权益管理规模超过1300亿。\n从二季度末银华基金前三大重仓股来看，分别为药明康德、贵州茅台、宁德时代，打破了上一季度末前三重仓均为白酒股的状况，持仓更为分散。\n汇川技术、韦尔股份等新进入银华基金前十大重仓股，可见基金公司加大了对科技板块细分领域的配置。\n\n华安基金：\n重仓宁德时代、中国中免\n作为老牌基金公司，华安基金主动权益领域实力不俗，也是市场关注的较高的公司。\n天相投顾数据显示，二季度末华安基金前三大重仓股依次为宁德时代、中国中免、宁波银行，而一季度末为招商银行、宁波银行、中国中免。\n二季度，华安基金加仓了新能源产业链、半导体设备等板块个股，宁德时代、恩捷股份、三环集团、晶盛机电新进入前十大重仓行列。\n而一季度末出现在前十大重仓股的分众传媒、贵州茅台、海尔智家等大消费板块个股，已在二季度的前十大重仓股中不见踪迹，进行了调整持仓结构应对市场。\n\n招商基金：\n减持银行，加仓新能源\n招商基金是近两年主动权益基金规模也发展较快，在一季度末进入“千亿俱乐部”一员后，二季度规模稳健增长，季末达到1193.9亿元。\n二季度，招商基金整体重仓还是以优质的个股为主，增配了新能源汽车产业链个股，对银行股进行了减持操作。\n从招商基金一季度末前五大重仓股来看，重点布局了宁德时代、健帆生物、海大集团、长春高新和恩捷股份。其中宁德时代与恩捷股份均为新进入前十大的个股，同时锂电池设备龙头先导智能也新进入前十重仓。\n对比来看，一季度末，银行股占据了招商基金前十大的四席，而且邮储银行高居头号重仓股，到二季度末则仅余工商银行在列，邮储银行、农业银行、建设银行已不见踪迹。","news_type":1},"isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":172382474,"gmtCreate":1626936526898,"gmtModify":1633769569615,"author":{"id":"4089440955592960","authorId":"4089440955592960","name":"Sallysee","avatar":"https://static.tigerbbs.com/5e6bf86ee526d9b6ea980a576c1d368f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[开心]&nbsp;","listText":"[开心]&nbsp;","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172382474","repostId":"1180931015","repostType":4,"repost":{"id":"1180931015","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":1626935219,"share":"https://www.laohu8.com/m/news/1180931015?lang=&edition=full","pubTime":"2021-07-22 14:26","market":"us","language":"zh","title":"蔚来汽车：首批用于交付的ES8量产车已发运挪威","url":"https://stock-news.laohu8.com/highlight/detail?id=1180931015","media":"老虎资讯综合","summary":"蔚来汽车称，首批用于用户交付的智能电动旗舰SUV蔚来ES8量产车，已于7月20日在上海外高桥港口正式发运挪威，预计将于今年9月在挪威开放预订和交付。","content":"<p><a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车称，首批用于用户交付的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动旗舰SUV蔚来ES8量产车，已于7月20日在上海<a href=\"https://laohu8.com/S/600648\">外高桥</a>港口正式发运挪威，预计将于今年9月在挪威开放预订和交付。</p>\n<p><img src=\"https://static.tigerbbs.com/c5b3b387f4819d396b802346c071b2b9\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></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>蔚来汽车：首批用于交付的ES8量产车已发运挪威</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n蔚来汽车：首批用于交付的ES8量产车已发运挪威\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\">2021-07-22 14:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车称，首批用于用户交付的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动旗舰SUV蔚来ES8量产车，已于7月20日在上海<a href=\"https://laohu8.com/S/600648\">外高桥</a>港口正式发运挪威，预计将于今年9月在挪威开放预订和交付。</p>\n<p><img src=\"https://static.tigerbbs.com/c5b3b387f4819d396b802346c071b2b9\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3380231cb191ca9bea37a0c70765537d","relate_stocks":{"NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180931015","content_text":"蔚来汽车称，首批用于用户交付的智能电动旗舰SUV蔚来ES8量产车，已于7月20日在上海外高桥港口正式发运挪威，预计将于今年9月在挪威开放预订和交付。","news_type":1},"isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":890144644,"gmtCreate":1628088574688,"gmtModify":1633753688997,"author":{"id":"4089440955592960","authorId":"4089440955592960","name":"Sallysee","avatar":"https://static.tigerbbs.com/5e6bf86ee526d9b6ea980a576c1d368f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[开心]&nbsp;","listText":"[开心]&nbsp;","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/890144644","repostId":"2156836102","repostType":2,"repost":{"id":"2156836102","weMediaInfo":{"introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"media_name":"Reuters","id":"1036604489","head_image":"https://static.tigerbbs.com/443ce19704621c837795676028cec868"},"pubTimestamp":1628088222,"share":"https://www.laohu8.com/m/news/2156836102?lang=&edition=full","pubTime":"2021-08-04 22:43","market":"fut","language":"en","title":"GLOBAL MARKETS-Wall Street pulls back on weak jobs data","url":"https://stock-news.laohu8.com/highlight/detail?id=2156836102","media":"Reuters","summary":"(Adds U.S. markets open, byline, changes dateline; previous LONDON)   * Stocks, other major markets ","content":"<html><body><p>(Adds U.S. markets open, byline, changes dateline; previous LONDON)</p><p>   * Stocks, other major markets dip on weak jobs data</p><p>   * Oil down around 2%</p><p>   * Safe-haven gold rallies</p><p>    By Lawrence Delevingne</p><p>   BOSTON, Aug 4 (Reuters) - Wall Street started Wednesday in a pessimistic mood after data showed that U.S. jobs growth slowed in July, helping pull stocks and oil prices down, with Treasuries flat.</p><p>   U.S. private payrolls increased far less than expected in July, likely constrained by shortages of workers and raw materials. Employers added 330,000 jobs last month, the ADP National Employment Report showed on Wednesday, versus an increase of 695,000 forecast by economists polled by Reuters.</p><p>   The Dow Jones Industrial Average    fell 151.96 points, or 0.43%, to 34,964.44, the S&amp;P 500    lost 10.65 points, or 0.24%, to 4,412.5 and the Nasdaq Composite    added 3.64 points, or 0.02%, to 14,764.94.</p><p>   “The market is surprising resilient given the weak ADP numbers and a bond market apparently signaling slower growth ahead,\" said Nancy Tengler, chief investment officer of Nashville-based asset manager Laffer Tengler Investments.</p><p>   She pointed to the positive growth indicators from manufacturing inventories and demand for services, but cited concern over COVID in China and related economic slow-downs.</p><p>   MSCI's gauge of stocks across the globe    gained 0.09%.</p><p>   Traders sent U.S. Treasury yields lower after the government said it is considering a reduction in issuance and the payroll report. Yields subsequently stabilized to pre-open levels.</p><p>   Ten-year notes    last fell 3/32 in price to yield 1.1837%, from 1.174% late on Tuesday.</p><p>   Strong corporate profits have eased concerns over the COVID-19 pandemic, as vaccine roll-outs continue apace in developed markets. But investors are also weighing inflationary pressures and a growing belief that the Federal Reserve may soon signal its intention to trim support for the economy.</p><p>  St. Louis Federal Reserve President James Bullard said on Wednesday that the U.S. labor market is likely to recover at a pace of about 500,000 jobs a month. The return to pre-pandemic employment levels by next summer would lend support to tapering asset purchases and, if needed, raising interest rates next year, Bullard said during an online interview with the Washington Post.  </p><p>   Investors are waiting for the latest U.S. non-farm payroll numbers on Friday - the last before Federal Reserve leaders convene in Jackson Hole, Wyoming, to discuss policy and decide future stimulus strategy.</p><p>   Oil prices were negative as the spread of the Delta variant in top consuming countries outweighed Mideast geopolitical tensions and a fall in U.S. inventories.  </p><p>    U.S. crude    recently fell 2.1% to $69.08 per barrel and Brent    was at $71.26, down 1.59% on the day.</p><p>   The dollar index    rose 0.137%, with the euro    down 0.07% to $1.1852.</p><p>   Gold prices edged higher due to a weaker dollar, although gains were kept in check ahead of U.S. jobs data later this week, seen as pivotal to the Federal Reserve's monetary policy strategy.  </p><p>   Spot gold    added 0.3% to $1,815.27 an ounce. U.S. gold futures    gained 0.58% to $1,820.60 an ounce.</p><p>    &lt;^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Global asset performance     World FX rates YTD    </p><p>   ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^&gt;</p><p>(Reporting by Lawrence Delevingne; Editing by Dan Grebler)</p><p>((lawrence.delevingne@thomsonreuters.com))</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>GLOBAL MARKETS-Wall Street pulls back on weak jobs data</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\">\nGLOBAL MARKETS-Wall Street pulls back on weak jobs data\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1036604489\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/443ce19704621c837795676028cec868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2021-08-04 22:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>(Adds U.S. markets open, byline, changes dateline; previous LONDON)</p><p>   * Stocks, other major markets dip on weak jobs data</p><p>   * Oil down around 2%</p><p>   * Safe-haven gold rallies</p><p>    By Lawrence Delevingne</p><p>   BOSTON, Aug 4 (Reuters) - Wall Street started Wednesday in a pessimistic mood after data showed that U.S. jobs growth slowed in July, helping pull stocks and oil prices down, with Treasuries flat.</p><p>   U.S. private payrolls increased far less than expected in July, likely constrained by shortages of workers and raw materials. Employers added 330,000 jobs last month, the ADP National Employment Report showed on Wednesday, versus an increase of 695,000 forecast by economists polled by Reuters.</p><p>   The Dow Jones Industrial Average    fell 151.96 points, or 0.43%, to 34,964.44, the S&amp;P 500    lost 10.65 points, or 0.24%, to 4,412.5 and the Nasdaq Composite    added 3.64 points, or 0.02%, to 14,764.94.</p><p>   “The market is surprising resilient given the weak ADP numbers and a bond market apparently signaling slower growth ahead,\" said Nancy Tengler, chief investment officer of Nashville-based asset manager Laffer Tengler Investments.</p><p>   She pointed to the positive growth indicators from manufacturing inventories and demand for services, but cited concern over COVID in China and related economic slow-downs.</p><p>   MSCI's gauge of stocks across the globe    gained 0.09%.</p><p>   Traders sent U.S. Treasury yields lower after the government said it is considering a reduction in issuance and the payroll report. Yields subsequently stabilized to pre-open levels.</p><p>   Ten-year notes    last fell 3/32 in price to yield 1.1837%, from 1.174% late on Tuesday.</p><p>   Strong corporate profits have eased concerns over the COVID-19 pandemic, as vaccine roll-outs continue apace in developed markets. But investors are also weighing inflationary pressures and a growing belief that the Federal Reserve may soon signal its intention to trim support for the economy.</p><p>  St. Louis Federal Reserve President James Bullard said on Wednesday that the U.S. labor market is likely to recover at a pace of about 500,000 jobs a month. The return to pre-pandemic employment levels by next summer would lend support to tapering asset purchases and, if needed, raising interest rates next year, Bullard said during an online interview with the Washington Post.  </p><p>   Investors are waiting for the latest U.S. non-farm payroll numbers on Friday - the last before Federal Reserve leaders convene in Jackson Hole, Wyoming, to discuss policy and decide future stimulus strategy.</p><p>   Oil prices were negative as the spread of the Delta variant in top consuming countries outweighed Mideast geopolitical tensions and a fall in U.S. inventories.  </p><p>    U.S. crude    recently fell 2.1% to $69.08 per barrel and Brent    was at $71.26, down 1.59% on the day.</p><p>   The dollar index    rose 0.137%, with the euro    down 0.07% to $1.1852.</p><p>   Gold prices edged higher due to a weaker dollar, although gains were kept in check ahead of U.S. jobs data later this week, seen as pivotal to the Federal Reserve's monetary policy strategy.  </p><p>   Spot gold    added 0.3% to $1,815.27 an ounce. U.S. gold futures    gained 0.58% to $1,820.60 an ounce.</p><p>    &lt;^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Global asset performance     World FX rates YTD    </p><p>   ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^&gt;</p><p>(Reporting by Lawrence Delevingne; Editing by Dan Grebler)</p><p>((lawrence.delevingne@thomsonreuters.com))</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DJX":"1/100道琼斯","DXD":"道指两倍做空ETF","FXY":"日元ETF-CurrencyShares","SDOW":"道指三倍做空ETF-ProShares","UDOW":"道指三倍做多ETF-ProShares","QLD":"纳指两倍做多ETF","DDM":"道指两倍做多ETF","QQQ":"纳指100ETF","YCS":"日元ETF-ProShares两倍做空","TQQQ":"纳指三倍做多ETF","DOG":"道指反向ETF",".DJI":"道琼斯","EUO":"欧元ETF-ProShares两倍做空",".IXIC":"NASDAQ Composite","SQQQ":"纳指三倍做空ETF","PSQ":"纳指反向ETF",".SPX":"S&P 500 Index","FXE":"欧元做多ETF-CurrencyShares","QID":"纳指两倍做空ETF"},"source_url":"http://api.rkd.refinitiv.com/api/News/News.svc/REST/News_1/RetrieveStoryML_1","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2156836102","content_text":"(Adds U.S. markets open, byline, changes dateline; previous LONDON)   * Stocks, other major markets dip on weak jobs data   * Oil down around 2%   * Safe-haven gold rallies    By Lawrence Delevingne   BOSTON, Aug 4 (Reuters) - Wall Street started Wednesday in a pessimistic mood after data showed that U.S. jobs growth slowed in July, helping pull stocks and oil prices down, with Treasuries flat.   U.S. private payrolls increased far less than expected in July, likely constrained by shortages of workers and raw materials. Employers added 330,000 jobs last month, the ADP National Employment Report showed on Wednesday, versus an increase of 695,000 forecast by economists polled by Reuters.   The Dow Jones Industrial Average    fell 151.96 points, or 0.43%, to 34,964.44, the S&P 500    lost 10.65 points, or 0.24%, to 4,412.5 and the Nasdaq Composite    added 3.64 points, or 0.02%, to 14,764.94.   “The market is surprising resilient given the weak ADP numbers and a bond market apparently signaling slower growth ahead,\" said Nancy Tengler, chief investment officer of Nashville-based asset manager Laffer Tengler Investments.   She pointed to the positive growth indicators from manufacturing inventories and demand for services, but cited concern over COVID in China and related economic slow-downs.   MSCI's gauge of stocks across the globe    gained 0.09%.   Traders sent U.S. Treasury yields lower after the government said it is considering a reduction in issuance and the payroll report. Yields subsequently stabilized to pre-open levels.   Ten-year notes    last fell 3/32 in price to yield 1.1837%, from 1.174% late on Tuesday.   Strong corporate profits have eased concerns over the COVID-19 pandemic, as vaccine roll-outs continue apace in developed markets. But investors are also weighing inflationary pressures and a growing belief that the Federal Reserve may soon signal its intention to trim support for the economy.  St. Louis Federal Reserve President James Bullard said on Wednesday that the U.S. labor market is likely to recover at a pace of about 500,000 jobs a month. The return to pre-pandemic employment levels by next summer would lend support to tapering asset purchases and, if needed, raising interest rates next year, Bullard said during an online interview with the Washington Post.     Investors are waiting for the latest U.S. non-farm payroll numbers on Friday - the last before Federal Reserve leaders convene in Jackson Hole, Wyoming, to discuss policy and decide future stimulus strategy.   Oil prices were negative as the spread of the Delta variant in top consuming countries outweighed Mideast geopolitical tensions and a fall in U.S. inventories.      U.S. crude    recently fell 2.1% to $69.08 per barrel and Brent    was at $71.26, down 1.59% on the day.   The dollar index    rose 0.137%, with the euro    down 0.07% to $1.1852.   Gold prices edged higher due to a weaker dollar, although gains were kept in check ahead of U.S. jobs data later this week, seen as pivotal to the Federal Reserve's monetary policy strategy.     Spot gold    added 0.3% to $1,815.27 an ounce. U.S. gold futures    gained 0.58% to $1,820.60 an ounce.    <^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^ Global asset performance     World FX rates YTD       ^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^>(Reporting by Lawrence Delevingne; Editing by Dan Grebler)((lawrence.delevingne@thomsonreuters.com))","news_type":1},"isVote":1,"tweetType":1,"viewCount":811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":801102553,"gmtCreate":1627485769372,"gmtModify":1633764515812,"author":{"id":"4089440955592960","authorId":"4089440955592960","name":"Sallysee","avatar":"https://static.tigerbbs.com/5e6bf86ee526d9b6ea980a576c1d368f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"好","listText":"好","text":"好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/801102553","repostId":"2154941354","repostType":4,"repost":{"id":"2154941354","pubTimestamp":1627446975,"share":"https://www.laohu8.com/m/news/2154941354?lang=&edition=full","pubTime":"2021-07-28 12:36","market":"us","language":"zh","title":"《新股消息》据报天境生物拟在科创板及港交所双重上市","url":"https://stock-news.laohu8.com/highlight/detail?id=2154941354","media":"AAFN","summary":"据路透旗下IFR报道，美国上市的天境生物(IMAB.US)计划在上海科创板及港交所  双重上市，据悉公司已聘用中金为保荐人，料很快开始上市辅导，公司认为於科创板双重上市可助公司捕捉在岸市场的投资者。公司预期将在2022年完成上市。(el/t)~阿思达克财经新闻网址: www.aastocks.com","content":"<html><body><p>据路透旗下IFR报道，美国上市的<a href=\"https://laohu8.com/S/IMAB\">天境生物</a>(IMAB.US)计划在上海科创板及港交所  双重上市，据悉公司已聘用中金为保荐人，料很快开始上市辅导，公司认为於科创板双重上市可助公司捕捉在岸市场的投资者。公司预期将在2022年完成上市。(el/t)~阿思达克财经新闻网址: www.aastocks.com</p></body></html>","source":"aastocks","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>《新股消息》据报天境生物拟在科创板及港交所双重上市</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n《新股消息》据报天境生物拟在科创板及港交所双重上市\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-28 12:36 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1115795&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0><strong>AAFN</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据路透旗下IFR报道，美国上市的天境生物(IMAB.US)计划在上海科创板及港交所  双重上市，据悉公司已聘用中金为保荐人，料很快开始上市辅导，公司认为於科创板双重上市可助公司捕捉在岸市场的投资者。公司预期将在2022年完成上市。(el/t)~阿思达克财经新闻网址: www.aastocks.com</p>\n\n<a href=\"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1115795&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5a0d8d07bb7c07ed67df2bae10160584","relate_stocks":{"00388":"香港交易所"},"source_url":"http://www.aastocks.com/apps/data/iphone/news/newscontent.aspx?newsid=NOW.1115795&style=5&chgstyle=1&categoryid=stock&width=320&market_id=hk&fontary=3&platform=iPhone&language=sc&isfirstreq=1&sourceid=aafn&datatype=0","is_english":false,"share_image_url":"https://static.laohu8.com/51f6b9126f36f92bbf92982596066e5a","article_id":"2154941354","content_text":"据路透旗下IFR报道，美国上市的天境生物(IMAB.US)计划在上海科创板及港交所  双重上市，据悉公司已聘用中金为保荐人，料很快开始上市辅导，公司认为於科创板双重上市可助公司捕捉在岸市场的投资者。公司预期将在2022年完成上市。(el/t)~阿思达克财经新闻网址: www.aastocks.com","news_type":1},"isVote":1,"tweetType":1,"viewCount":930,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":801103833,"gmtCreate":1627485604622,"gmtModify":1633764519003,"author":{"id":"4089440955592960","authorId":"4089440955592960","name":"Sallysee","avatar":"https://static.tigerbbs.com/5e6bf86ee526d9b6ea980a576c1d368f","crmLevel":2,"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/801103833","repostId":"1194703873","repostType":4,"repost":{"id":"1194703873","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":1627485053,"share":"https://www.laohu8.com/m/news/1194703873?lang=&edition=full","pubTime":"2021-07-28 23:10","market":"us","language":"zh","title":"AMD大涨逾5%！第二季度净利润同比大涨352%","url":"https://stock-news.laohu8.com/highlight/detail?id=1194703873","media":"老虎资讯综合","summary":"7月28日，AMD大涨逾5%，第二季度营收38.5亿美元，净利润7亿美元，同比大涨352%。此外，花旗将AMD目标价从95美元上调至100美元>>>\n\nAMD今日公布2021年第二季度营业额为38.5","content":"<p>7月28日，<a href=\"https://laohu8.com/S/AMD\">AMD</a>大涨逾5%，第二季度营收38.5亿美元，净利润7亿美元，同比大涨352%。此外，<a href=\"https://laohu8.com/S/C\">花旗</a>将AMD目标价从95美元上调至100美元&gt;&gt;&gt;</p>\n<p><img src=\"https://static.tigerbbs.com/73ed651f3017b49e4b2f168a8729bc71\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>AMD今日公布2021年第二季度营业额为38.5亿美元,经营收入为8.31亿美元,净收入为7.1亿美元,摊薄后每股收益为0.58美元。非GAAP经营收入为9.24亿美元,净收入为7.78亿美元,摊薄后每股收益为0.63美元。</p>\n<p>AMD总裁兼首席执行官苏姿丰博士(Dr.LisaSu)表示:“第二季度我们的业绩表现非常出色,营业额、经营毛利同比增长一倍,盈利同比增长超过两倍。得益于所有业务的强劲需求,我们的增长明显快于市场增长。有了强有力的执行以及消费者对AMD产品的偏爱,我们预计2021全年营业额将同比增长近60%。”</p>\n<p><b>2021年第二季度业绩</b></p>\n<p>本季度营业额为38.5亿美元,同比增长99%,环比增长12%,主要得益于计算与图形事业部及企业、嵌入式和半定制事业部的较高营业额。</p>\n<p>毛利润为48%,同比增长4个百分点,环比增长2个百分点。高端锐龙处理器、Radeon显卡和EPYC(霄龙)处理器销量的增加推动了增长。</p>\n<p>与去年同期的1.73亿美元,以及上一季度6.62亿美元的经营收入相比,本季度的经营收入为8.31亿美元。基于非GAAP标准,和去年同期的2.33亿美元及上季度7.62亿美元的经营收入相比,本季度经营收入为9.24亿美元。经营收入的增长主要得益于营业额的增长。</p>\n<p>较去年同期的1.57亿美元和上一季度5.55亿美元的净收入相比,本季度净收入为7.1亿美元。基于非GAAP标准,与去年同期的2.16亿美元及上季度6.42亿美元的净收入相比,本季度的净收入为7.78亿美元。</p>\n<p>与去年同期的0.13美元和上一季度0.45美元的摊薄后每股收益相比,本季度摊薄后每股收益为0.58美元。基于非GAAP标准,与去年同期的0.18美元和上一季度0.52美元的摊薄后每股收益相比,本季度摊薄后每股收益为0.63美元。</p>\n<p>本季度末现金、现金等价物和短期投资总值为37.9亿美元。</p>\n<p>与去年同期的2.43亿美元和上一季度8.98亿美元的经营业务现金流相比,本季度的经营业务现金流为9.52亿美元。自由现金流方面,与去年同期的1.52亿美元和上一季度的8.32亿美元相比,本季度的自由现金流达到创纪录的8.88亿美元。</p>\n<p>2021年5月,AMD公司宣布了一项40亿美元的股票回购计划。第二季度,公司以2.56亿美元回购了320万普通股。</p>\n<p><b>季度部门财报总结</b></p>\n<p>计算与图形事业部营业额为22.5亿美元,同比增长65%,环比增长7%,主要得益于客户端和图形处理器销量增长。</p>\n<p>客户端处理器平均售价(ASP)同比和环比均有增长,主要由锐龙台式机和笔记本处理器组合销量增长的推动。</p>\n<p>受高端图形产品销量(包括数据中心GPU)的推动,GPU平均售价同比和环比均有提升。</p>\n<p>与去年同期的2亿美元及上季度4.85亿美元的经营收入相比,本季度经营收入为5.26亿美元,收入增长得益于营业额的上升。</p>\n<p>企业、嵌入式和半定制事业部的营业额为16亿美元,同比增长183%,环比增长19%。营业额的增长主要得益于EPYC(霄龙)处理器和半定制产品销量的增加。</p>\n<p>相较于去年同期的3300万美元和上一季度2.77亿美元的经营收入,本季度经营收入为3.98亿美元。同比和环比的增长主要得益于较高的营业额。</p>\n<p>相较于去年同期6000万美元的经营损失和上季度1亿美元的经营损失,本季度所有其它经营损失为9300万美元。</p>\n<p><b>近期公司业绩亮点</b></p>\n<p>AMD宣布40亿美元股票回购计划,将通过经营现金为回购提供资金。</p>\n<p>TOP500组织发布了最新的全球超级计算机TOP500榜单。采用AMDEPYC(霄龙)处理器的系统数量是2020年6月榜单的近5倍。此外,在新榜单中,AMDEPYC(霄龙)处理器占据了58款新上榜系统的半壁江山。</p>\n<p>AMD及其技术合作伙伴宣布了许多采用AMDEPYC(霄龙)处理器的全新高性能计算系统,包括英国气象局的微软Azure超级计算机、Perlmutter超级计算机和新加坡国家超算中心超级计算机。</p>\n<p>AMD与谷歌云宣布了采用第三代AMDEPYC(霄龙)处理器的全新实例T2D。据谷歌云的数据,T2D实例为可扩展工作负载带来了56%的绝对性能和40%以上的性价比提升。</p>\n<p>AMD携3Dchiplet技术继续打造先进的IP,并在前沿的制造和封装技术方面继续投资。这项封装技术突破性地将AMD创新芯片架构与3D堆叠技术相结合。</p>\n<p>AMD宣布了AMDAdvantage设计框架,将AMDRadeonRX6000M系列移动显卡、AMDRadeon软件和AMD锐龙5000系列移动处理器与AMD独有的智能技术以及其它先进的系统设计特性相结合,为笔记本提供一流的游戏体验。</p>\n<p>AMD高性能“Zen”核心架构和AMDRDNA2架构已被引入新的市场。</p>\n<p>AMD宣布,特斯拉ModelS和ModelX中全新设计的信息娱乐系统将由AMD锐龙嵌入式APU和基于AMDRDNA2架构的GPU驱动。</p>\n<p>AMD宣布,AMDEPYC(霄龙)处理器正在为新的HPE(慧与)Alletra6000提供动力,提供比以往的HPENimble存储全闪存阵列高达3倍的性能。</p>\n<p>Valve宣布,SteamDeck掌机采用了AMD的半定制芯片,可运行最新的AAA游戏及Steam游戏库内的所有游戏。</p>\n<p>AMD发布先进的空间放大解决方案——AMDFidelityFXSuperResolution,旨在提高游戏帧率的同时,保证高品质、高分辨率的游戏体验。目前已有超过40家游戏开发商承诺支持FSR,预计未来将有更多游戏厂商采用FSR技术。</p>","collect":0,"html":"<!DOCTYPE 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}\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD大涨逾5%！第二季度净利润同比大涨352%\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\">2021-07-28 23:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月28日，<a href=\"https://laohu8.com/S/AMD\">AMD</a>大涨逾5%，第二季度营收38.5亿美元，净利润7亿美元，同比大涨352%。此外，<a href=\"https://laohu8.com/S/C\">花旗</a>将AMD目标价从95美元上调至100美元&gt;&gt;&gt;</p>\n<p><img src=\"https://static.tigerbbs.com/73ed651f3017b49e4b2f168a8729bc71\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p>AMD今日公布2021年第二季度营业额为38.5亿美元,经营收入为8.31亿美元,净收入为7.1亿美元,摊薄后每股收益为0.58美元。非GAAP经营收入为9.24亿美元,净收入为7.78亿美元,摊薄后每股收益为0.63美元。</p>\n<p>AMD总裁兼首席执行官苏姿丰博士(Dr.LisaSu)表示:“第二季度我们的业绩表现非常出色,营业额、经营毛利同比增长一倍,盈利同比增长超过两倍。得益于所有业务的强劲需求,我们的增长明显快于市场增长。有了强有力的执行以及消费者对AMD产品的偏爱,我们预计2021全年营业额将同比增长近60%。”</p>\n<p><b>2021年第二季度业绩</b></p>\n<p>本季度营业额为38.5亿美元,同比增长99%,环比增长12%,主要得益于计算与图形事业部及企业、嵌入式和半定制事业部的较高营业额。</p>\n<p>毛利润为48%,同比增长4个百分点,环比增长2个百分点。高端锐龙处理器、Radeon显卡和EPYC(霄龙)处理器销量的增加推动了增长。</p>\n<p>与去年同期的1.73亿美元,以及上一季度6.62亿美元的经营收入相比,本季度的经营收入为8.31亿美元。基于非GAAP标准,和去年同期的2.33亿美元及上季度7.62亿美元的经营收入相比,本季度经营收入为9.24亿美元。经营收入的增长主要得益于营业额的增长。</p>\n<p>较去年同期的1.57亿美元和上一季度5.55亿美元的净收入相比,本季度净收入为7.1亿美元。基于非GAAP标准,与去年同期的2.16亿美元及上季度6.42亿美元的净收入相比,本季度的净收入为7.78亿美元。</p>\n<p>与去年同期的0.13美元和上一季度0.45美元的摊薄后每股收益相比,本季度摊薄后每股收益为0.58美元。基于非GAAP标准,与去年同期的0.18美元和上一季度0.52美元的摊薄后每股收益相比,本季度摊薄后每股收益为0.63美元。</p>\n<p>本季度末现金、现金等价物和短期投资总值为37.9亿美元。</p>\n<p>与去年同期的2.43亿美元和上一季度8.98亿美元的经营业务现金流相比,本季度的经营业务现金流为9.52亿美元。自由现金流方面,与去年同期的1.52亿美元和上一季度的8.32亿美元相比,本季度的自由现金流达到创纪录的8.88亿美元。</p>\n<p>2021年5月,AMD公司宣布了一项40亿美元的股票回购计划。第二季度,公司以2.56亿美元回购了320万普通股。</p>\n<p><b>季度部门财报总结</b></p>\n<p>计算与图形事业部营业额为22.5亿美元,同比增长65%,环比增长7%,主要得益于客户端和图形处理器销量增长。</p>\n<p>客户端处理器平均售价(ASP)同比和环比均有增长,主要由锐龙台式机和笔记本处理器组合销量增长的推动。</p>\n<p>受高端图形产品销量(包括数据中心GPU)的推动,GPU平均售价同比和环比均有提升。</p>\n<p>与去年同期的2亿美元及上季度4.85亿美元的经营收入相比,本季度经营收入为5.26亿美元,收入增长得益于营业额的上升。</p>\n<p>企业、嵌入式和半定制事业部的营业额为16亿美元,同比增长183%,环比增长19%。营业额的增长主要得益于EPYC(霄龙)处理器和半定制产品销量的增加。</p>\n<p>相较于去年同期的3300万美元和上一季度2.77亿美元的经营收入,本季度经营收入为3.98亿美元。同比和环比的增长主要得益于较高的营业额。</p>\n<p>相较于去年同期6000万美元的经营损失和上季度1亿美元的经营损失,本季度所有其它经营损失为9300万美元。</p>\n<p><b>近期公司业绩亮点</b></p>\n<p>AMD宣布40亿美元股票回购计划,将通过经营现金为回购提供资金。</p>\n<p>TOP500组织发布了最新的全球超级计算机TOP500榜单。采用AMDEPYC(霄龙)处理器的系统数量是2020年6月榜单的近5倍。此外,在新榜单中,AMDEPYC(霄龙)处理器占据了58款新上榜系统的半壁江山。</p>\n<p>AMD及其技术合作伙伴宣布了许多采用AMDEPYC(霄龙)处理器的全新高性能计算系统,包括英国气象局的微软Azure超级计算机、Perlmutter超级计算机和新加坡国家超算中心超级计算机。</p>\n<p>AMD与谷歌云宣布了采用第三代AMDEPYC(霄龙)处理器的全新实例T2D。据谷歌云的数据,T2D实例为可扩展工作负载带来了56%的绝对性能和40%以上的性价比提升。</p>\n<p>AMD携3Dchiplet技术继续打造先进的IP,并在前沿的制造和封装技术方面继续投资。这项封装技术突破性地将AMD创新芯片架构与3D堆叠技术相结合。</p>\n<p>AMD宣布了AMDAdvantage设计框架,将AMDRadeonRX6000M系列移动显卡、AMDRadeon软件和AMD锐龙5000系列移动处理器与AMD独有的智能技术以及其它先进的系统设计特性相结合,为笔记本提供一流的游戏体验。</p>\n<p>AMD高性能“Zen”核心架构和AMDRDNA2架构已被引入新的市场。</p>\n<p>AMD宣布,特斯拉ModelS和ModelX中全新设计的信息娱乐系统将由AMD锐龙嵌入式APU和基于AMDRDNA2架构的GPU驱动。</p>\n<p>AMD宣布,AMDEPYC(霄龙)处理器正在为新的HPE(慧与)Alletra6000提供动力,提供比以往的HPENimble存储全闪存阵列高达3倍的性能。</p>\n<p>Valve宣布,SteamDeck掌机采用了AMD的半定制芯片,可运行最新的AAA游戏及Steam游戏库内的所有游戏。</p>\n<p>AMD发布先进的空间放大解决方案——AMDFidelityFXSuperResolution,旨在提高游戏帧率的同时,保证高品质、高分辨率的游戏体验。目前已有超过40家游戏开发商承诺支持FSR,预计未来将有更多游戏厂商采用FSR技术。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a593d85be38c3aa543ab3056553101ff","relate_stocks":{"AMD":"美国超微公司"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194703873","content_text":"7月28日，AMD大涨逾5%，第二季度营收38.5亿美元，净利润7亿美元，同比大涨352%。此外，花旗将AMD目标价从95美元上调至100美元>>>\n\nAMD今日公布2021年第二季度营业额为38.5亿美元,经营收入为8.31亿美元,净收入为7.1亿美元,摊薄后每股收益为0.58美元。非GAAP经营收入为9.24亿美元,净收入为7.78亿美元,摊薄后每股收益为0.63美元。\nAMD总裁兼首席执行官苏姿丰博士(Dr.LisaSu)表示:“第二季度我们的业绩表现非常出色,营业额、经营毛利同比增长一倍,盈利同比增长超过两倍。得益于所有业务的强劲需求,我们的增长明显快于市场增长。有了强有力的执行以及消费者对AMD产品的偏爱,我们预计2021全年营业额将同比增长近60%。”\n2021年第二季度业绩\n本季度营业额为38.5亿美元,同比增长99%,环比增长12%,主要得益于计算与图形事业部及企业、嵌入式和半定制事业部的较高营业额。\n毛利润为48%,同比增长4个百分点,环比增长2个百分点。高端锐龙处理器、Radeon显卡和EPYC(霄龙)处理器销量的增加推动了增长。\n与去年同期的1.73亿美元,以及上一季度6.62亿美元的经营收入相比,本季度的经营收入为8.31亿美元。基于非GAAP标准,和去年同期的2.33亿美元及上季度7.62亿美元的经营收入相比,本季度经营收入为9.24亿美元。经营收入的增长主要得益于营业额的增长。\n较去年同期的1.57亿美元和上一季度5.55亿美元的净收入相比,本季度净收入为7.1亿美元。基于非GAAP标准,与去年同期的2.16亿美元及上季度6.42亿美元的净收入相比,本季度的净收入为7.78亿美元。\n与去年同期的0.13美元和上一季度0.45美元的摊薄后每股收益相比,本季度摊薄后每股收益为0.58美元。基于非GAAP标准,与去年同期的0.18美元和上一季度0.52美元的摊薄后每股收益相比,本季度摊薄后每股收益为0.63美元。\n本季度末现金、现金等价物和短期投资总值为37.9亿美元。\n与去年同期的2.43亿美元和上一季度8.98亿美元的经营业务现金流相比,本季度的经营业务现金流为9.52亿美元。自由现金流方面,与去年同期的1.52亿美元和上一季度的8.32亿美元相比,本季度的自由现金流达到创纪录的8.88亿美元。\n2021年5月,AMD公司宣布了一项40亿美元的股票回购计划。第二季度,公司以2.56亿美元回购了320万普通股。\n季度部门财报总结\n计算与图形事业部营业额为22.5亿美元,同比增长65%,环比增长7%,主要得益于客户端和图形处理器销量增长。\n客户端处理器平均售价(ASP)同比和环比均有增长,主要由锐龙台式机和笔记本处理器组合销量增长的推动。\n受高端图形产品销量(包括数据中心GPU)的推动,GPU平均售价同比和环比均有提升。\n与去年同期的2亿美元及上季度4.85亿美元的经营收入相比,本季度经营收入为5.26亿美元,收入增长得益于营业额的上升。\n企业、嵌入式和半定制事业部的营业额为16亿美元,同比增长183%,环比增长19%。营业额的增长主要得益于EPYC(霄龙)处理器和半定制产品销量的增加。\n相较于去年同期的3300万美元和上一季度2.77亿美元的经营收入,本季度经营收入为3.98亿美元。同比和环比的增长主要得益于较高的营业额。\n相较于去年同期6000万美元的经营损失和上季度1亿美元的经营损失,本季度所有其它经营损失为9300万美元。\n近期公司业绩亮点\nAMD宣布40亿美元股票回购计划,将通过经营现金为回购提供资金。\nTOP500组织发布了最新的全球超级计算机TOP500榜单。采用AMDEPYC(霄龙)处理器的系统数量是2020年6月榜单的近5倍。此外,在新榜单中,AMDEPYC(霄龙)处理器占据了58款新上榜系统的半壁江山。\nAMD及其技术合作伙伴宣布了许多采用AMDEPYC(霄龙)处理器的全新高性能计算系统,包括英国气象局的微软Azure超级计算机、Perlmutter超级计算机和新加坡国家超算中心超级计算机。\nAMD与谷歌云宣布了采用第三代AMDEPYC(霄龙)处理器的全新实例T2D。据谷歌云的数据,T2D实例为可扩展工作负载带来了56%的绝对性能和40%以上的性价比提升。\nAMD携3Dchiplet技术继续打造先进的IP,并在前沿的制造和封装技术方面继续投资。这项封装技术突破性地将AMD创新芯片架构与3D堆叠技术相结合。\nAMD宣布了AMDAdvantage设计框架,将AMDRadeonRX6000M系列移动显卡、AMDRadeon软件和AMD锐龙5000系列移动处理器与AMD独有的智能技术以及其它先进的系统设计特性相结合,为笔记本提供一流的游戏体验。\nAMD高性能“Zen”核心架构和AMDRDNA2架构已被引入新的市场。\nAMD宣布,特斯拉ModelS和ModelX中全新设计的信息娱乐系统将由AMD锐龙嵌入式APU和基于AMDRDNA2架构的GPU驱动。\nAMD宣布,AMDEPYC(霄龙)处理器正在为新的HPE(慧与)Alletra6000提供动力,提供比以往的HPENimble存储全闪存阵列高达3倍的性能。\nValve宣布,SteamDeck掌机采用了AMD的半定制芯片,可运行最新的AAA游戏及Steam游戏库内的所有游戏。\nAMD发布先进的空间放大解决方案——AMDFidelityFXSuperResolution,旨在提高游戏帧率的同时,保证高品质、高分辨率的游戏体验。目前已有超过40家游戏开发商承诺支持FSR,预计未来将有更多游戏厂商采用FSR技术。","news_type":1},"isVote":1,"tweetType":1,"viewCount":517,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":803994414,"gmtCreate":1627399734738,"gmtModify":1633765350918,"author":{"id":"4089440955592960","authorId":"4089440955592960","name":"Sallysee","avatar":"https://static.tigerbbs.com/5e6bf86ee526d9b6ea980a576c1d368f","crmLevel":2,"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":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/803994414","repostId":"1173492253","repostType":4,"repost":{"id":"1173492253","weMediaInfo":{"introduction":"研讨公司成败，探究行业兴衰，推动阳光商业。由《财经》公司产业报道团队创建，“媒体+智库”双轮驱动的商业新媒体平台","home_visible":1,"media_name":"财经十一人","id":"1099700195","head_image":"https://static.tigerbbs.com/2c6ac2a9dafc44d0a5e8c2ea84dfb4e2"},"pubTimestamp":1627389672,"share":"https://www.laohu8.com/m/news/1173492253?lang=&edition=full","pubTime":"2021-07-27 20:41","market":"sh","language":"zh","title":"华为造车团队换帅，原手机团队全面介入","url":"https://stock-news.laohu8.com/highlight/detail?id=1173492253","media":"财经十一人","summary":"车业务团队是一个承载华为未来竞争力的新团队，它的重要性和成熟度决定了这个团队中短期将一直处于调整状态\n\n华为希望既帮车企“造车”又“卖车”来实现在汽车圈的弯道超车，但是目前并不顺利。\n《财经》记者从多","content":"<div>\n<p>车业务团队是一个承载华为未来竞争力的新团队，它的重要性和成熟度决定了这个团队中短期将一直处于调整状态\n\n华为希望既帮车企“造车”又“卖车”来实现在汽车圈的弯道超车，但是目前并不顺利。\n《财经》记者从多个独立信源处得知，原华为消费者BG首席技术官（CTO）卞红林已于近日调任智能汽车解决方案BU CTO。7月27日，华为内部发文，免去了原华为智能驾驶产品线总裁兼首席架构师苏箐智能驾驶产品部部长职位，由...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n","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>华为造车团队换帅，原手机团队全面介入</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华为造车团队换帅，原手机团队全面介入\n</h2>\n\n<h4 class=\"meta\">\n\n2021-07-27 20:41 北京时间&nbsp;&nbsp;&nbsp;<strong>财经十一人</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>车业务团队是一个承载华为未来竞争力的新团队，它的重要性和成熟度决定了这个团队中短期将一直处于调整状态\n\n华为希望既帮车企“造车”又“卖车”来实现在汽车圈的弯道超车，但是目前并不顺利。\n《财经》记者从多个独立信源处得知，原华为消费者BG首席技术官（CTO）卞红林已于近日调任智能汽车解决方案BU CTO。7月27日，华为内部发文，免去了原华为智能驾驶产品线总裁兼首席架构师苏箐智能驾驶产品部部长职位，由...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f3234d14fb027b2f104738a6b5d511f","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173492253","content_text":"车业务团队是一个承载华为未来竞争力的新团队，它的重要性和成熟度决定了这个团队中短期将一直处于调整状态\n\n华为希望既帮车企“造车”又“卖车”来实现在汽车圈的弯道超车，但是目前并不顺利。\n《财经》记者从多个独立信源处得知，原华为消费者BG首席技术官（CTO）卞红林已于近日调任智能汽车解决方案BU CTO。7月27日，华为内部发文，免去了原华为智能驾驶产品线总裁兼首席架构师苏箐智能驾驶产品部部长职位，由卞红林接任。\n这是继5月，消费者BG CEO余承东开始担任新增的智能汽车解决方案BU CEO后，华为汽车业务又一次重大高层变动。\n《财经》记者就上述信息向华为方面求证，截至发稿未获得回应。\n此次变动也意味着原先华为在终端战场上厮杀过的团队强势介入了汽车业务，“华为的车”进入交付阶段后，在消费者端打开市场是当务之急。\n近半年，华为一直处于汽车圈舆论风口，4月，华为联手北汽新能源推出了搭载华为Hi智能汽车解决方案的极狐阿尔法S，标志着华为已有自动驾驶量产成果落地。随后，华为又宣布在线上旗舰店和部分线下旗舰店卖车，首款车型是其和重庆小康股份（601127.SH）合作的赛力斯华为智选SF5。\n市场暂时对此反应冷淡。根据乘联会数据，SF5 4月的终端交付量为129台，5月为204台，6月为455台。华为员工向《财经》记者表示，这些订单中的绝大部分都来自门店展车，真正进入消费者市场的“屈指可数”。\n如何既帮车企造车又卖车？如何弥合两条路线的鸿沟？如何快速建立汽车业务的商业闭环？这不仅是卞红林的新任务，也是未来华为横跨消费者业务和汽车业务的新命题。\n01、两种路线\n要读懂这次人事变动的深意，需要了解华为在汽车业务上的两种打法。\n华为不造整车——至今为止，华为不具备整车开发平台和底盘技术，但是除此之外，华为几乎介入了汽车的全生命周期。华为将自己定位为“汽车增量零部件供应商”，提供从芯片、操作系统到硬件、算法、云计算的技术闭环，这种全栈式的智能汽车解决方案。业务主要沿着两条思路，一是“造车”，提供汽车智能化零部件和解决方案给车企；二是卖车，在门店里售卖华为深度合作车型。\n2019年5月，华为成立智能汽车解决方案BU部门，与四大BG并列，同属一级部门，隶属于ICT管理委员会管理，标志着华为正式进军智能汽车产业。此后，该业务BG在相当长的一段时间里保持低调，专注研发。\n去年，华为将智能汽车解决方案BU的业务管辖关系从ICT业务管理委员会调整到消费者业务管理委员会，并将后者重组为智能终端与智能汽车部件业务管理委员会，由长期主导华为手机业务的余承东任主任。\n5月18日，华为内部发文称，余承东将担任智能汽车解决方案BU CEO，这是一个新增职位。他同时继续为消费者BG CEO，不再担任华为云CEO。\n华为智选是华为消费者BG的业务，余承东智能汽车解决方案BU CEO后，将会发力交付和渠道，“帮车企卖好车”。这是一个鲜明的信号——汽车业务从幕后走向台前，将需要承担更多商业变现的压力。\n一方面，汽车产业变革的第二波智能化浪潮开启。推动了芯片、传感器、通讯模块等硬件、操作系统、算法软件、应用软件在产业链中的地位提升。人工智能、大数据、云计算、5G等新技术等新技术更为关键，这是做ICT（信息与通信技术）起家的华为的机遇。\n另一方面，由于美国制裁，华为几乎已经被迫放弃手机业务。有华为消费者业务员工向《财经》记者表示，自去年开始，手机团队中层以上领导就在不断流向其他部门。另有员工向《财经》记者透露，华为要卖掉Nova系列手机给运营商，以后Nova会采取类似贴牌的模式，终端业务今后将只保留mate系列和P系列。因此，以汽车弥补手机的收入窟窿，成为华为的新命题。\n外界留给华为的时间不会很多，而且今明两年，将是汽车产业这一轮智能化变革的重要窗口期。在此背景下，华为需要加快再加快，才能抢占更多市场。\n外界形势在倒逼华为加快汽车和消费者业务的整合。\n根据职场社交平台LinkedIn资料显示，卞红林毕业于中国科学技术大学电子工程专业，2011年加入华为。目前，其LinkedIn主页显示身份依旧为华为CBG CTO，及硬件工程和产品开发部总裁。\n一位接近卞红林的华为人士告诉《财经》记者，卞红林没有汽车背景，但是在产品交付上拥有丰富经验。上述人士认为，技术都是相通的，尤其ICT和智能电动车。当前车业务从Demo进入量产交付了，也是正常变动。\n此次遭遇免职的苏箐是典型的技术狂人，苏箐从海思芯片做起，曾领导开发了华为达芬奇AI芯片架构。华为智能汽车解决方案BU员工告诉财经》记者，苏箐脾气耿直，领导风格上“桀骜不驯”，“技术至上”。\n“我们内部也说，像自动驾驶这么困难的事，也许得要这么偏执的人才能做成。”他说。\n另有华为员工向《财经》记者表示，此前，华为车BU专门有团队负责做芯片整合，就是“硬件盒子”，苏箐觉得这个还有改进空间，于是自己重组了团队来做。\n多位受访员工曾向《财经》记者谈到车BU内部竞争激烈所带来的的弊端。“内部都是赛马机制，领导层面也是，不同的高管负责不同的项目，这样速度是快，但是内耗也很严重。”一位员工提及，此前仅激光雷达项目，华为内部就有三支团队在做，并且导致了其中一只表现不佳的团队多人离职，负责人相继离职。\n今年7月，“华为智能驾驶总裁谈自动驾驶”一词登上微博热搜——在世界人工智能大会上，苏箐语出惊人，他在谈及特斯拉自动驾驶事故时表示，当机器和人类共生，就一定会造成事故率，讲难听点就是杀人。\n“我们要把其概率降到最低，大家一定要认识这点。”苏箐强调：在未来的一百年内，机器的智商都不会超过人类，而L5级（即完全自动驾驶）在这辈子也很难实现。华为将尽量让这个行业平稳度过未来5年的危险期，不然华为就可能是历史的“罪人”。\n有员工向《财经》记者表示，华为内部有声音猜测此次免职也和这一耿直言论有关。\n《财经》记者了解到，目前，兼任消费者BG CEO的余承东任车BU CEO。曾任华为日本运营商业务部、华为无线网络业务部FDD产品线总裁的王军任车BU总裁。曾任北汽集团党委书记的郑刚任车BU副总裁和首席战略官，他被认为在促成华为和北汽的合作中发挥关键作用。曾任华为全球解决方案总裁、西欧企业业务部的何利杨任车BU副总裁和总经理，外界认为其将有助于促进华为和欧洲汽车大厂间的合作。\n简单理解，在研发层面，硬件团队负责计算中心、传感器、电控部分的研发，软件团队负责自动驾驶算法和智能座舱，前者由智能驾驶业务线主导，后者正由原消费者业务团队大规模接手。\n前述华为员工告诉《财经》记者，智能座舱业务正处于人员整合的过渡期，“旱的旱死，涝的涝死。原先的一部分人无事可做，新过去的人手忙得不可开交。”\n02、再快一点\n如何能快一点？华为汽车业务的布局可以归纳为1个核心、2个方向、3种合作模式。\n芯片，是华为汽车业务的核心。此前，华为的芯片能力主要集中在半导体子公司海思，模式类似于高通，都是纯做设计。在华为受到美国制裁后，海思设计的芯片无法找到代工企业，华为试图通过投资抓手哈勃投资获得产业链自主能力。\n如今，华为开始打造新的核心竞争力——面向客户端，华为开始做偏解决方案的业务。在智能汽车领域，这种方式将给华为带来很大优势。直接做芯片解决方案，意味着华为可以极大缩短车企开发流程。以高通类比，在高通和车企的合作中，高通的角色是二级供应商，其芯片需要与一级供应商德赛西威先行适配，由德赛西威完成解决方案，再与车企进行适配。在各家不惜余力加快产品发布节奏，以争夺智能汽车窗口期的竞争中，这将帮助车企获得核心竞争力。\n在当前可落地的智能汽车量产成果上，“智能座舱”和“自动驾驶”是竞争的两条主线。在此背景下，华为一是重注以计算中心（芯片）为核心的解决方案，二是之前在终端、无线上积累的技术向车载迁移的，比如电控、车载音控等。\n3种合作模式，即针对不同车企，华为有三种不同的合作形式：一是作为汽车软件系统与智能生态供应商，提供华为 HiCar 关联多种车用 APP；二是作为软硬件及智能化的整体方案供应商，提供包括华为 DriveOne 多合一电驱动系统、电机控制器、HiCar等软硬件上的全面合作；三是HUAWEI Inside 全栈式方案，提供鸿蒙车机与自研车载计算芯片在内的全套 HI 解决方案，并可授权在车身上使用 HI 的 Logo。\n这三种合作模式，可以理解为合作深度不同，第一种最浅，第三种最深刻。\n值得注意的是，从未有一家零部件厂商像华为这么高调，将自己的logo打在车身上。\n也就是说，从组织架构到产品推出的思路，华为都是为了适应当下汽车产业变革所需要的“快”，然而到目前为止，“因为华为太有存在感”，车企们心存忌惮，真正愿意买单者还十分有限。\n6月30日的上汽集团股东大会上，有投资者向上汽集团董事长陈虹提问，问上汽是否会考虑在自动驾驶方面与华为等第三方公司合作。陈虹回应称，与华为这样的第三方公司合作自动驾驶，上汽是不能接受的。\n陈虹说，“这好比一家公司为我们提供整体的解决方案，如此一来，它成了灵魂，上汽成了躯体。对于这样的结果，上汽是不能接受的，要把灵魂掌握在自己手中。”\n今年4月，北汽发布了搭载华为“HI”智能汽车解决方案的极狐阿尔法 S ，包含三颗 96 线激光雷达和华为 MDC 810 计算平台，这也标志着华为自动驾驶量产成果的落地。据苏菁透露，在极狐阿尔法 S 这款车上，华为自动驾驶团队只适配了 2个月，对算力的利用率就达到了30%-40% 左右。\n然而，据36氪报道，百度和华为当时同时在和一汽集团洽谈自动驾驶云的合作，而采用了华为inside方案的北汽车型亮相街头后，一汽集团就把谈判重心倾斜给了百度。\n“国内主机厂之间利益割据太严重，宁愿用国外的博世大陆，也不用华为一家。这个现状要打破不容易。”前述华为员工表示。\n华为正在尝试改变这种局面。\n除了从组织架构上整合卖车和造车两条线，尽管赛力斯华为sf5上市后表现不佳，但华为并没有继续停止押注。华为员工向《财经》记者表示，今年赛力斯和华为还有两款合作车型要上，其中赛力斯sf7将在近期亮相。一位华为上海经销商告诉《财经》记者，余承东表示，对赛力斯的期许是在全生命周期里面卖出几百万辆，为了达成这个不可思议的目标，华为制定了开店计划，“首先就是在年底之前在全国两千家华为店铺里面都放上赛力斯汽车。”\n此前，有多方消息称北汽极狐也将会进入华为门店。对此，华为员工和经销商均向《财经》记者，目前有计划进入华为门店的，只有赛力斯一家。有人透露，北汽方面并不想和华为绑定太深。\n6月，极狐与百度联合发布新一代量产共享无人车Apollo Moon，新车基于百度最新一代的共享无人车技术。对此，一位汽车行业人士评价，“传统主机厂都有多个供应商，华为就算再强大，北汽也不可能让极狐只用他一家的产品”。\n根据方正证券近期发布的研报，作为一家零部件厂商，华为主要有三个方向，一是瞄准整车市场供给；二是瞄准增量市场，为传统车企往电动化，智能化的过程中新出现的问题提供整体方案；三是瞄准产业链的增量市场。在国内企业竞争力不强的领域，打造自主模式。\n企查查APP显示，华为近期新增“Autoware”商标申请信息，“Autoware”是世界上第⼀款⽤于⾃动驾驶汽⻋的“⼀体化”开源软件。《财经》记者从华为内部了解到，通过审核的合作伙伴已经可以在社区里下载这款软件。对此，一位行业技术人士告诉《财经》记者，这种软件的技术并不复杂，华为的优势还是在于5G技术对自动驾驶能力的加持，而更多的意义还是在于开源，“这是在竖起大旗，吸引合作伙伴。”\n目前，华为拿下的大单包括将在年底量产的北汽极狐阿尔法S和长安合作车型。\n《财经》记者了解到，华为与奥迪达就自动驾驶系统ADS方案达成合作，车型将在2023年推出，广汽埃安与华为联合开发的首款车型也确定于2023年底实现量产。从量产的时间来看，华为延续了谨慎、质量高于速度的风格，没有蔚来、理想、小鹏的量产脚步快。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":832671590,"gmtCreate":1629629811210,"gmtModify":1633683670458,"author":{"id":"4089440955592960","authorId":"4089440955592960","name":"Sallysee","avatar":"https://static.tigerbbs.com/5e6bf86ee526d9b6ea980a576c1d368f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[开心]&nbsp;","listText":"[开心]&nbsp;","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/832671590","repostId":"2161274943","repostType":2,"isVote":1,"tweetType":1,"viewCount":909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":801106754,"gmtCreate":1627485738978,"gmtModify":1633764516382,"author":{"id":"4089440955592960","authorId":"4089440955592960","name":"Sallysee","avatar":"https://static.tigerbbs.com/5e6bf86ee526d9b6ea980a576c1d368f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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23:06","market":"other","language":"zh","title":"推特直线拉升，现涨超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1169023385","media":"老虎资讯综合","summary":"7月28日，推特直线拉升，现涨超5%。市场消息：推特允许零售商在他们的个人主页上销售产品。","content":"<p>7月28日，<a href=\"https://laohu8.com/S/TWTR\">推特</a>直线拉升，现涨超5%。市场消息：推特允许零售商在他们的个人主页上销售产品。</p>\n<p><img src=\"https://static.tigerbbs.com/a5314f5af478295d95773a0271a7c7c8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>推特直线拉升，现涨超5%</title>\n<style 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href=\"https://laohu8.com/S/TWTR\">推特</a>直线拉升，现涨超5%。市场消息：推特允许零售商在他们的个人主页上销售产品。</p>\n<p><img src=\"https://static.tigerbbs.com/a5314f5af478295d95773a0271a7c7c8\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5d11890cd6ccd454a56d86737fd3353","relate_stocks":{"TWTR":"Twitter"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169023385","content_text":"7月28日，推特直线拉升，现涨超5%。市场消息：推特允许零售商在他们的个人主页上销售产品。","news_type":1},"isVote":1,"tweetType":1,"viewCount":837,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":803999289,"gmtCreate":1627399469641,"gmtModify":1633765354871,"author":{"id":"4089440955592960","authorId":"4089440955592960","name":"Sallysee","avatar":"https://static.tigerbbs.com/5e6bf86ee526d9b6ea980a576c1d368f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a>[笑哭]&nbsp;","listText":"<a 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13:37","market":"sh","language":"zh","title":"重磅！千亿顶流基金公司最新重仓股大曝光！","url":"https://stock-news.laohu8.com/highlight/detail?id=1108266838","media":"中国基金报","summary":"作为手握重金的“顶流”基金管理人，主动权益管理规模位居前列的基金公司一举一动倍受市场关注。这些公司的最新重仓股，也成为季报披露季集结投资者注意力的重要信息。\n目前公募基金2021年二季报已经披露完毕，","content":"<div>\n<p>作为手握重金的“顶流”基金管理人，主动权益管理规模位居前列的基金公司一举一动倍受市场关注。这些公司的最新重仓股，也成为季报披露季集结投资者注意力的重要信息。\n目前公募基金2021年二季报已经披露完毕，记者根据天相数据，逐一统计出了主动权益基金规模超千亿的18家基金公司偏爱个股，在“吨位决定地位”的A股市场上，这些重仓股名单请投资者拿好。\n从各大基金公司的前十大持仓来看，基金公司依然偏爱核心资产板块...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n","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>重磅！千亿顶流基金公司最新重仓股大曝光！</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n重磅！千亿顶流基金公司最新重仓股大曝光！\n</h2>\n\n<h4 class=\"meta\">\n\n2021-07-22 13:37 北京时间&nbsp;&nbsp;&nbsp;<strong>中国基金报</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作为手握重金的“顶流”基金管理人，主动权益管理规模位居前列的基金公司一举一动倍受市场关注。这些公司的最新重仓股，也成为季报披露季集结投资者注意力的重要信息。\n目前公募基金2021年二季报已经披露完毕，记者根据天相数据，逐一统计出了主动权益基金规模超千亿的18家基金公司偏爱个股，在“吨位决定地位”的A股市场上，这些重仓股名单请投资者拿好。\n从各大基金公司的前十大持仓来看，基金公司依然偏爱核心资产板块...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108266838","content_text":"作为手握重金的“顶流”基金管理人，主动权益管理规模位居前列的基金公司一举一动倍受市场关注。这些公司的最新重仓股，也成为季报披露季集结投资者注意力的重要信息。\n目前公募基金2021年二季报已经披露完毕，记者根据天相数据，逐一统计出了主动权益基金规模超千亿的18家基金公司偏爱个股，在“吨位决定地位”的A股市场上，这些重仓股名单请投资者拿好。\n从各大基金公司的前十大持仓来看，基金公司依然偏爱核心资产板块的白马蓝筹，但部分公司对持仓进行调整，减持了估值较高的标的，增配了二线龙头。另一个显著趋势是，不少公司增配新能源、半导体、新材料板块龙头股，积极拥抱成长型机会。\n一起来看看这些规模超大的公司都有哪些“心头好”。\n\n易方达基金：\n大幅增持二线白酒\n截至二季度末，易方达的主动权益规模为5614.51亿元，位居全行业第一。天相数据显示，易方达基金十大重仓股仍然是市场上的\"大白马\"，主要集中在大消费、大金融、新能源等板块。\n其中，白酒股仍然是易方达重仓持有的板块。与今年一季度末相比，易方达前三大重仓股依然依次为五粮液、贵州茅台、泸州老窖。\n但从持仓市值变动来看，易方达基金对贵州茅台、五粮液等一线白酒配置仓位总体有所下降，洋河股份、山西汾酒等二三线白酒股则获大幅加仓。\n二季度末，洋河股份上升为易方达第六大重仓股，持仓市值环比近乎翻番。同时，易方达持有山西汾酒的市值二季度增长13亿元以上。\n二季度，易方达基金还对部分医药个股进行增持。长春高新一季度新进入前十大重仓股，平安银行则退出其列。\n\n汇添富基金：\n宁德时代、百润股份新进前十大重仓\n今年二季度，汇添富基金以3934.26亿元的主动权益规模位居行业第二，二季度规模猛增近500亿元，距离4000亿元关口仅咫尺之距。\n天相数据显示，今年二季度，白酒、医药、金融、科技板块下的细分领域龙头股受到该基金公司青睐。\n贵州茅台仍然稳坐汇添富基金第一大重仓股，但持股市值下降逾30亿元至141.21亿元。整体看，汇添富基金对白酒持仓也进行了调整，五粮液遭减持，山西汾酒获增持，一季度第五大重仓股泸州老窖二季度直接掉出前十大重仓股。\n二季度，汇添富基金增配科技细分领域龙头股的动作明显。半导体龙头韦尔股份获得大幅增持，锂电池龙头宁德时代新进前十大重仓，位居第七大重仓股。\n另外，鸡尾酒龙头百润股份新进入汇添富基金前十大重仓股，迈瑞医疗则不再出现在前十重仓股行列中。\n\n广发基金：\n头号重仓隆基股份 减持医药\n广发基金二季度末主动权益基金管理规模位居行业第三，为3934.11亿元。从前十大重仓股来看，旗下多只基金延续一季度持仓风格，瞄向新能源、半导体等板块。\n二季度，隆基股份获得广发基金大幅增持，替代京东方A成为第一大重仓股。广发基金也增加了对亿纬锂能的配置，京东方A持仓市值则有所下降。\n值得注意的是，一季度末位于广发基金前十大重仓之列的迈瑞医疗、恒瑞医疗二季度末不再现身前十大重仓股行列，光伏龙头股阳光电源和模拟芯片龙头圣邦股份则新进入。\n\n中欧基金：\n大力增配医药股\n中欧基金同样是主动权益基金管理能力较强、管理规模居前的基金公司，旗下周应波、周蔚文、葛兰、王健等一批知名基金经理。\n相比今年一季度末，中欧基金今年二季度对持仓也进行了较大幅度的调整，前十大重仓股中近一半更换。事实上，在上个季度，中欧基金前十大重仓股变化也比较明显。\n从中欧基金一季度末的十大重仓股来看，前三大重仓股为赣锋锂业、贵州茅台、爱尔眼科。然而到了二季度末，前三大重仓股依次为爱尔眼科、通策医疗、药明康德，其中通策医疗是新进前十大重仓股。\n此外，CDMO行业龙头凯莱英同样新进前十大重仓。不难看出，中欧基金二季度大幅增配医药医疗股。\n此外，福耀玻璃、隆基股份进入二季度中欧前十大重仓股，而万华化学、五粮液、顺丰控股、长春高新则退出了前十大重仓股之列。\n\n富国基金：\n宁德时代取代茅台成第一重仓股\n作为国内“老十家”基金管理公司之一，富国基金凭借出色的主动管理能力，近年来为投资者实现了不俗的整体回报，主动权益管理规模今年二季度环比增加400多亿，站上3000亿元大关。\n今年二季度末，富国基金头号重仓股由贵州茅台变为宁德时代，贵州茅台则退居第二大重仓股，韦尔股份位列第三大重仓股。而在一季度末，宁德时代尚未进入富国基金前十大重仓。\n二季度市场持续震荡背景下，富国基金也进行了调仓换股，加仓新能源，减持金融、医药股。\n除宁德时代外，亿纬锂能、青岛啤酒、新进前十大重仓之列，中国平安、迈瑞医疗、风华高科则退出前十大重仓股。\n值得注意的是，中国平安一季末高居富国基金第四大重仓股，持股市值曾高达近36亿以上。\n\n南方基金：\n加仓新能源、医药\n在去年底主动权益基金管理规模迈过2000亿大关后，今年南方基金管理规模连续两个季度稳步增长，目前已超2600亿元。就基金公司前十大重仓股而言，白酒股仍受到重配，同时加仓新能源\n一季度末南方基金第一大重仓股为贵州茅台，二季度对其进行了减持，同时大幅增持锂电池龙头宁德时代，持仓市值由26.3亿增长为69.72亿元，激增1.65倍。\n从前十大重仓股变化看，南方基金适当减少了对传媒股和家电股的配置，分众传媒、美的集团滑出前十大重仓股，同时加大了医药和二线白酒的配置，药明康德、山西汾酒新进前十大重仓。\n\n嘉实基金：\n宁德时代、通策医疗新进前十重仓股\n截至二季度末，嘉实基金主动权益管理规模为2604.02亿元，环比上个季度增加364亿，目前位列行业第七。\n从重仓股来看，宁德时代、迈瑞医疗和贵州茅台为二季度末嘉实基金的前三大重仓股。与去年四季度末相比，宁德时代为新进前十大重仓股，迈瑞医疗位次并未发生调整，贵州茅台则向下滑两个位次。\n不过，作为第四大重仓股口腔医疗连锁龙头通策医疗一季度末尚未出现在前十大重仓股行列。这只新进前十大的个股，取代了建筑信息化龙头广联达。\n此外，圣邦股份、工业自动化行业龙头汇川技术也新进入前十大重仓股，深信服、兴业银行今年二季度则退出了前十大重仓股行列。\n可以看出，一季度嘉实基金明显增持了新能源、半导体等先进制造板块，对部分信息技术、金融标的或进行了一定减持操作。\n\n兴证全球基金：\n海康威视仍为头号重仓股\n兴证全球基金一直主打主动管理能力，因持续较好业绩奠定了行业口碑，因此在今年二季度规模再度稳步上升，目前居行业第八。\n二季度末，海康威视仍为兴证全球基金头号重仓股，持有市值达到110亿元以上，环比增持35亿元。海尔智家、三安广电紧随其后，为该公司第二、第三大重仓股。\n与一季度相比，今年二季度兴证全球基金前十大重仓股也有所调整。其中兴业银行、万华化学、紫光国微、妙可蓝多为新进个股，另一面，万科A、保利地产和锦江酒店、美年健康则退出。\n\n景顺长城基金：\n继续增持“茅五泸”\n今年二季度末景顺长城基金主动权益管理规模达2356.81元，位列行业第九。\n就其二季度重点持仓而言，天相数据显示，景顺长城前十大重仓股较多集中在消费和医药板块。\n其中贵州茅台、五粮液仍然占据前两大重仓股之位。中国中免二季度末成为景顺长城第三大重仓股，第四大为迈瑞医疗。泸州老窖由第三大重仓股下滑为第五大重仓。不过从持仓市值看，这三只白酒股都获得增持。\n中国中免二季度末成为景顺长城第三大重仓股，第四大为迈瑞医疗。另外一只医药白马股药明康德紧随其后，位列第六大重仓股。\n相较于去年末，一季度景顺长城前十大重仓股保持稳定，无论个股还是顺序均未出现较大变化。从新进个股来看，仅第九大重仓股由古井贡酒变为欣旺达，前者滑出后者进入。\n\n华夏基金：\n增配新能源、半导体\n华夏基金二季度末的主动权益管理规模为2353.45亿元，也是主动权益产品的主要管理人。今年一季度，华夏基金前十大重仓股仍然集中在消费、医药、科技等核心资产板块，但对持仓进行了一些调整。\n具体而言，宁德时代取代贵州茅台成为华夏基金二季度末第一大重仓股，持仓市值增加27亿元左右。第二、第三位为五粮液和贵州茅台。\n与去年末相比，华夏基金前四大重仓股仍然是洋河股份，但由于大幅增值华友钴业，第五大重仓由中国中免变为华友钴业。\n此外，华夏基金加大了对半导体的配置，美的集团退出的同时，芯片龙头卓胜微新进第七大重仓股。同时，爱尔眼科取代长春高新，新进入前十大重仓股。\n\n上海东方证券：\n加仓宁德时代、贵州茅台\n作为公募基金管理人，上海东方证券二季度末主动权益管理规模为1999.08亿，即将突破2000亿关口。\n天相数据显示，二季度上海东方证券持仓仍然集中在消费和科技两大板块，对细分领域持仓结构有所调整。\n与一季度末相比，上海东方证券大幅加仓宁德时代，使其从上季度末的第五大重仓股跃升为头号重仓股。海康威视、贵州茅台也获得加仓，目前位列第二、第三大重仓股。尤其贵州茅台持仓市值近乎翻倍，由第八大重仓股上升为第三大重仓股。一季度末第一大重仓股伊利股份则遭减持，二季度末作为第四重仓股位列贵州茅台之后。\n一季度末第三大重仓股美的集团、第四大重仓股万科A二季度末则不再现身公司前十大重仓股行列，洋河股份、智飞生物两只个股新进入。由此可见，上海东方证券加仓白酒、新能源动作明显，对家电、地产则进行了减持。\n\n交银施罗德基金：\n重配荣盛石化、海康威视\n交银施罗德也是主动权益基金管理能力较强的基金公司，旗下拥有杨浩等一批知名基金经理，截至二季度末主动权益管理规模1885.62亿元。\n从交银施罗德二季度末的十大重仓股来看，前三大重仓股为荣盛石化、海康威视、视源股份，与一季度末相比仅前两大重仓股未发生改变，视源股份由第七大重仓上升为第三大重仓，三环集团则由第三大重仓下滑为第五大重仓。\n尽管二季度市场整体震荡，交银施罗德持仓总体保持稳定，前十大重仓股组成来看，仅东方雨虹滑出，顾家家居进入。\n\n工银瑞信基金：\n加仓医药、新能源\n工银瑞信基金同样是主动权益基金管理能力较强的基金公司，尤其是近两年涌现一批优秀基金经理，如袁芳、杜洋等。公司截至二季度末主动权益规模1781.29亿元，环比上升近400亿元。\n从工银瑞信基金二季度末的十大重仓股来看，前三大重仓股依次为宁德时代、药明康德、海康威视。与一季末相比，次序有所调整，主要是由于宁德时代、药明康德的持仓市值大比例上升。\n此外，二季度工银瑞信还增持多只医药股，例如泰格医药、九洲药业、爱尔眼科，均新进前十大重仓股。\n\n鹏华基金：\n前三大重仓均为白酒\n鹏华基金中长期主动管理能力突出，旗下涌现出王宗合、梁浩等知名基金经理，助推公司管理规模持续增长，截至二季度末已达1600亿元。\n二季度末，鹏华基金的重仓股聚焦在白酒和新能源板块上。贵州茅台、五粮液仍然稳坐鹏华基金第一、第二大重仓股，而山西汾酒成为第三大重仓股。此外，古井贡酒也获得增持。\n一季度末位列第三大重仓股的中国平安已经不在鹏华基金前十重仓行列，而隆基股份新进入前十大重仓。\n\n博时基金：\n加仓新能源、半导体\n在主动权益基金管理规模逼近1500亿的博时基金，也是较为受到关注的公司。就基金公司前十大重仓股而言，增加了医药、新能源、半导体的配置。\n二季度末，贵州茅台、宁德时代、迈瑞医疗位居博时基金前三大重仓股，对比一季度末的日月股份、贵州茅台、万华化学调整较大。其中，宁德时代为新进入前十大重仓。\n卓胜微、立讯精密等半导体、消费电子相关龙头股也新出现在博时基金前十大重仓股之列，隆基股份同样获得增持，新进为第九大重仓股。\n\n银华基金：\n重配药明康德、贵州茅台\n整体发展稳健的银华基金，近两年涌现出李晓星、刘辉等知名基金经理，优秀业绩也带动基金公司整体主动权益基金规模的上升。二季度末银华基金主动权益管理规模超过1300亿。\n从二季度末银华基金前三大重仓股来看，分别为药明康德、贵州茅台、宁德时代，打破了上一季度末前三重仓均为白酒股的状况，持仓更为分散。\n汇川技术、韦尔股份等新进入银华基金前十大重仓股，可见基金公司加大了对科技板块细分领域的配置。\n\n华安基金：\n重仓宁德时代、中国中免\n作为老牌基金公司，华安基金主动权益领域实力不俗，也是市场关注的较高的公司。\n天相投顾数据显示，二季度末华安基金前三大重仓股依次为宁德时代、中国中免、宁波银行，而一季度末为招商银行、宁波银行、中国中免。\n二季度，华安基金加仓了新能源产业链、半导体设备等板块个股，宁德时代、恩捷股份、三环集团、晶盛机电新进入前十大重仓行列。\n而一季度末出现在前十大重仓股的分众传媒、贵州茅台、海尔智家等大消费板块个股，已在二季度的前十大重仓股中不见踪迹，进行了调整持仓结构应对市场。\n\n招商基金：\n减持银行，加仓新能源\n招商基金是近两年主动权益基金规模也发展较快，在一季度末进入“千亿俱乐部”一员后，二季度规模稳健增长，季末达到1193.9亿元。\n二季度，招商基金整体重仓还是以优质的个股为主，增配了新能源汽车产业链个股，对银行股进行了减持操作。\n从招商基金一季度末前五大重仓股来看，重点布局了宁德时代、健帆生物、海大集团、长春高新和恩捷股份。其中宁德时代与恩捷股份均为新进入前十大的个股，同时锂电池设备龙头先导智能也新进入前十重仓。\n对比来看，一季度末，银行股占据了招商基金前十大的四席，而且邮储银行高居头号重仓股，到二季度末则仅余工商银行在列，邮储银行、农业银行、建设银行已不见踪迹。","news_type":1},"isVote":1,"tweetType":1,"viewCount":239,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":172382474,"gmtCreate":1626936526898,"gmtModify":1633769569615,"author":{"id":"4089440955592960","authorId":"4089440955592960","name":"Sallysee","avatar":"https://static.tigerbbs.com/5e6bf86ee526d9b6ea980a576c1d368f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"[开心]&nbsp;","listText":"[开心]&nbsp;","text":"[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/172382474","repostId":"1180931015","repostType":4,"repost":{"id":"1180931015","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":1626935219,"share":"https://www.laohu8.com/m/news/1180931015?lang=&edition=full","pubTime":"2021-07-22 14:26","market":"us","language":"zh","title":"蔚来汽车：首批用于交付的ES8量产车已发运挪威","url":"https://stock-news.laohu8.com/highlight/detail?id=1180931015","media":"老虎资讯综合","summary":"蔚来汽车称，首批用于用户交付的智能电动旗舰SUV蔚来ES8量产车，已于7月20日在上海外高桥港口正式发运挪威，预计将于今年9月在挪威开放预订和交付。","content":"<p><a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车称，首批用于用户交付的<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动旗舰SUV蔚来ES8量产车，已于7月20日在上海<a href=\"https://laohu8.com/S/600648\">外高桥</a>港口正式发运挪威，预计将于今年9月在挪威开放预订和交付。</p>\n<p><img src=\"https://static.tigerbbs.com/c5b3b387f4819d396b802346c071b2b9\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></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>蔚来汽车：首批用于交付的ES8量产车已发运挪威</title>\n<style 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href=\"https://laohu8.com/S/5RE.SI\">智能</a>电动旗舰SUV蔚来ES8量产车，已于7月20日在上海<a href=\"https://laohu8.com/S/600648\">外高桥</a>港口正式发运挪威，预计将于今年9月在挪威开放预订和交付。</p>\n<p><img src=\"https://static.tigerbbs.com/c5b3b387f4819d396b802346c071b2b9\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3380231cb191ca9bea37a0c70765537d","relate_stocks":{"NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180931015","content_text":"蔚来汽车称，首批用于用户交付的智能电动旗舰SUV蔚来ES8量产车，已于7月20日在上海外高桥港口正式发运挪威，预计将于今年9月在挪威开放预订和交付。","news_type":1},"isVote":1,"tweetType":1,"viewCount":385,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}