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yhg小虎

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04-08

$Vertiv Holdings LLC(VRT)$ 跌破83美元可以买

03-25

$Astera Labs, Inc.(ALAB)$ 太高了不敢下手，怕明天断崖而逃

03-16

不看好这个垃圾货

抱歉，原内容已删除

03-15

但是人工有审核授权书，谁在撒谎，平台上还有外卖

抱歉，原内容已删除

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00:13","market":"us","language":"zh","title":"HBM有望成为“创收新引擎”，花旗押注美光科技还能涨60%","url":"https://stock-news.laohu8.com/highlight/detail?id=1119681720","media":"智通财经网","summary":"花旗预计该科技巨头的季度数据以及和业绩指引将全面超出预期。","content":"<html><head></head><body><p>作者： 卢梭</p><p>在美国存储巨头美光科技于美东时间3月20日发布第二财季财报之前，华尔街大行花旗预计该科技巨头的季度数据以及下一季度业绩指引将全面超出预期，主要因为该公司受益于AI芯片需求激增带来的无比强劲的HBM存储需求。花旗周四重申对美光“买入”的评级，并将目标价从95美元大幅调高至150美元。华尔街另一知名机构TD Cowen则在同日将美光目标价从此前予以的100美元上调至120美元。</p><p style=\"text-align: justify;\">受到华尔街上调目标价带来的催化，美光周五美股盘初一度交易上涨超2%，至93.60美元。在全球企业布局AI技术的热潮之下，美光股价自2023年以来持续上涨，2023年涨幅高达70%，今年以来则屡创新高，年内涨幅接近10%</p><p style=\"text-align: justify;\">花旗知名分析师Christopher Danely在一份投资者报告中写道:“鉴于消费电子端的DRAM价格强劲上涨，以及绑定英伟达新款AI 芯片的HBM存储系统售价更高、利润率则远高于DRAM，我们预计该公司将公布高于市场预期的业绩，并将大幅上调2024财年第三季度的业绩预期。”Christopher Danely重申该机构对于美光的“买入”评级，并将目标价从95美元大幅调高至150美元，意味着未来12个月的潜在上行空间高达60%。</p><p style=\"text-align: justify;\">美光首席执行官Sanjay Mehrotra在第一财季业绩会议上表示，数据中心用于帮助开发人工智能软件/应用程序的高端存储芯片需求异常强劲。 Mehrotra还强调道，美光已经彻底售罄预计在2024年产能能够生产的所有HBM。“这就是创建人工智能软件的计算机所需要的超快访问芯片类型。AI给我们所带来的高营收、高利润机会才刚刚开始。”Mehrotra表示。</p><p style=\"text-align: justify;\">Danely预计，美光截至2月的第二财季总营收约为53亿美元，每股亏损约0.28美元。华尔街分析师们对于总营收的普遍预期与花旗知名分析师Danely预期一致，但是对于每股亏损的普遍预期则为0.42美元。</p><p style=\"text-align: justify;\">此外，Danely预计美光第三财季的总营收将高达60亿美元，并且环比由亏损转为获利，预计Q3的每股收益约为0.26美元，主要基于HBM存储系统需求激增以及DRAM销售额大幅增加。</p><p style=\"text-align: justify;\">Danely目前预计，美光2024财年的每股亏损约为0.58美元，2025财年的每股收益有望高达6.65美元，而此前的预测分别为每股亏损1.29美元和每股收益6.38美元。</p><p style=\"text-align: justify;\">Danely在报告中还表示，“鉴于人工智能业务敞口大幅增加，以及博通(AVGO.US)和AMD (AMD.US)等其他芯片巨头在他们旗下的人工智能业务预期刺激下股票估值大幅扩张，美光也将跟随他们获得估值溢价。”</p><p style=\"text-align: justify;\"><strong>HBM需求强劲，占据HBM仅10%份额的美光欲“后发制人”</strong></p><p style=\"text-align: justify;\">HBM可谓全球AI热潮下的“新宠”，随着全球企业纷纷加大力度布局AI领域，AI服务器需求迎来强劲增长，其出货量动能强劲带动HBM(HBM技术采用了3D堆叠技术，将多个DRAM芯片堆叠在一起，形成一个高密度、高带宽的存储模块)需求提升。</p><p style=\"text-align: justify;\">截至2022年，三大原厂HBM市占率分别为SK海力士50%、三星电子约40%、美光约10%，由于SK海力士在HBM领域最早发力，早在2016年已涉足这一领域，因此占据着绝大多数市场份额。有业内人士表示，2023年份额分布将与2022年大致相同。美光在HBM领域的发展相对较晚，但是近期HBM行业的动态消息显示，占据HBM仅10%份额的美光欲“后发制人。</p><p style=\"text-align: justify;\">美光计划于 2024 年初开始大批量发货 HBM3E 新型存储产品，同时还透露英伟达是其新型 HBM存储产品的主要客户之一。此外，该公司强调其全新HBM产品受到了整个行业的极大兴趣，这暗示英伟达可能不是唯一最终使用美光 HBM3E 的大型客户。美光显然对 HBM3E 寄予厚望，因为这可能使其能够领从SK海力士以及三星电子手中不断赢得市场份额，以全面提高公司营收和利润。</p><p style=\"text-align: justify;\">根据一些业内人士爆料，美光的HBM3E将支持英伟达的即将问世的搭载HBM3E的新款AI硬件体系——Grace Hopper GH200 超级算力体系(该算力体系配备 H100 计算 GPU 和 Grace CPU)，这表明美光在HBM领域的最新进展不仅是技术上的全面突破，也是其与英伟达合作深化的体现。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d798f2c00110e4cef793b76999b27215\" alt=\"1710511996(1).png\" title=\"1710511996(1).png\" tg-width=\"819\" tg-height=\"464\"/><span>1710511996(1).png</span></p><p style=\"text-align: justify;\">HBM是一种高带宽、低能耗的存储技术，专门用于高性能计算和图形处理领域。堆叠HBM的高端DRAM和传统的DDR DRAM有一些不同之处。最显著的区别在于HBM是通过垂直堆叠多个DRAM芯片来实现高带宽，而DDR则是通过平面排列;HBM堆叠的多个DRAM芯片连接在一起，通过微细的Through-Silicon Vias(TSVs)进行数据传输，从而实现高速高带宽的数据传输。知名研究机构Mordor Intelligence预测数据显示，HBM存储产品的市场规模预计将从 2024年的约 25.2 亿美元激增至 2029年的 79.5 亿美元，预测期内(2024-2029年)复合年增长率高达 25.86%。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>HBM有望成为“创收新引擎”，花旗押注美光科技还能涨60%</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\">\nHBM有望成为“创收新引擎”，花旗押注美光科技还能涨60%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-16 00:13 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1087374.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者： 卢梭在美国存储巨头美光科技于美东时间3月20日发布第二财季财报之前，华尔街大行花旗预计该科技巨头的季度数据以及下一季度业绩指引将全面超出预期，主要因为该公司受益于AI芯片需求激增带来的无比强劲的HBM存储需求。花旗周四重申对美光“买入”的评级，并将目标价从95美元大幅调高至150美元。华尔街另一知名机构TD Cowen则在同日将美光目标价从此前予以的100美元上调至120美元。受到华尔街...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1087374.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976","relate_stocks":{"MU":"美光科技"},"source_url":"https://www.zhitongcaijing.com/content/detail/1087374.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1119681720","content_text":"作者： 卢梭在美国存储巨头美光科技于美东时间3月20日发布第二财季财报之前，华尔街大行花旗预计该科技巨头的季度数据以及下一季度业绩指引将全面超出预期，主要因为该公司受益于AI芯片需求激增带来的无比强劲的HBM存储需求。花旗周四重申对美光“买入”的评级，并将目标价从95美元大幅调高至150美元。华尔街另一知名机构TD Cowen则在同日将美光目标价从此前予以的100美元上调至120美元。受到华尔街上调目标价带来的催化，美光周五美股盘初一度交易上涨超2%，至93.60美元。在全球企业布局AI技术的热潮之下，美光股价自2023年以来持续上涨，2023年涨幅高达70%，今年以来则屡创新高，年内涨幅接近10%花旗知名分析师Christopher Danely在一份投资者报告中写道:“鉴于消费电子端的DRAM价格强劲上涨，以及绑定英伟达新款AI 芯片的HBM存储系统售价更高、利润率则远高于DRAM，我们预计该公司将公布高于市场预期的业绩，并将大幅上调2024财年第三季度的业绩预期。”Christopher Danely重申该机构对于美光的“买入”评级，并将目标价从95美元大幅调高至150美元，意味着未来12个月的潜在上行空间高达60%。美光首席执行官Sanjay Mehrotra在第一财季业绩会议上表示，数据中心用于帮助开发人工智能软件/应用程序的高端存储芯片需求异常强劲。 Mehrotra还强调道，美光已经彻底售罄预计在2024年产能能够生产的所有HBM。“这就是创建人工智能软件的计算机所需要的超快访问芯片类型。AI给我们所带来的高营收、高利润机会才刚刚开始。”Mehrotra表示。Danely预计，美光截至2月的第二财季总营收约为53亿美元，每股亏损约0.28美元。华尔街分析师们对于总营收的普遍预期与花旗知名分析师Danely预期一致，但是对于每股亏损的普遍预期则为0.42美元。此外，Danely预计美光第三财季的总营收将高达60亿美元，并且环比由亏损转为获利，预计Q3的每股收益约为0.26美元，主要基于HBM存储系统需求激增以及DRAM销售额大幅增加。Danely目前预计，美光2024财年的每股亏损约为0.58美元，2025财年的每股收益有望高达6.65美元，而此前的预测分别为每股亏损1.29美元和每股收益6.38美元。Danely在报告中还表示，“鉴于人工智能业务敞口大幅增加，以及博通(AVGO.US)和AMD (AMD.US)等其他芯片巨头在他们旗下的人工智能业务预期刺激下股票估值大幅扩张，美光也将跟随他们获得估值溢价。”HBM需求强劲，占据HBM仅10%份额的美光欲“后发制人”HBM可谓全球AI热潮下的“新宠”，随着全球企业纷纷加大力度布局AI领域，AI服务器需求迎来强劲增长，其出货量动能强劲带动HBM(HBM技术采用了3D堆叠技术，将多个DRAM芯片堆叠在一起，形成一个高密度、高带宽的存储模块)需求提升。截至2022年，三大原厂HBM市占率分别为SK海力士50%、三星电子约40%、美光约10%，由于SK海力士在HBM领域最早发力，早在2016年已涉足这一领域，因此占据着绝大多数市场份额。有业内人士表示，2023年份额分布将与2022年大致相同。美光在HBM领域的发展相对较晚，但是近期HBM行业的动态消息显示，占据HBM仅10%份额的美光欲“后发制人。美光计划于 2024 年初开始大批量发货 HBM3E 新型存储产品，同时还透露英伟达是其新型 HBM存储产品的主要客户之一。此外，该公司强调其全新HBM产品受到了整个行业的极大兴趣，这暗示英伟达可能不是唯一最终使用美光 HBM3E 的大型客户。美光显然对 HBM3E 寄予厚望，因为这可能使其能够领从SK海力士以及三星电子手中不断赢得市场份额，以全面提高公司营收和利润。根据一些业内人士爆料，美光的HBM3E将支持英伟达的即将问世的搭载HBM3E的新款AI硬件体系——Grace Hopper GH200 超级算力体系(该算力体系配备 H100 计算 GPU 和 Grace CPU)，这表明美光在HBM领域的最新进展不仅是技术上的全面突破，也是其与英伟达合作深化的体现。1710511996(1).pngHBM是一种高带宽、低能耗的存储技术，专门用于高性能计算和图形处理领域。堆叠HBM的高端DRAM和传统的DDR DRAM有一些不同之处。最显著的区别在于HBM是通过垂直堆叠多个DRAM芯片来实现高带宽，而DDR则是通过平面排列;HBM堆叠的多个DRAM芯片连接在一起，通过微细的Through-Silicon Vias(TSVs)进行数据传输，从而实现高速高带宽的数据传输。知名研究机构Mordor Intelligence预测数据显示，HBM存储产品的市场规模预计将从 2024年的约 25.2 亿美元激增至 2029年的 79.5 亿美元，预测期内(2024-2029年)复合年增长率高达 25.86%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":284672310911272,"gmtCreate":1710505784562,"gmtModify":1710508474950,"author":{"id":"4172907322474020","authorId":"4172907322474020","name":"yhg小虎","avatar":"https://static.tigerbbs.com/f83356453b119336372bde111472eeb3","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4172907322474020","idStr":"4172907322474020"},"themes":[],"htmlText":"但是人工有审核授权书，谁在撒谎，平台上还有外卖","listText":"但是人工有审核授权书，谁在撒谎，平台上还有外卖","text":"但是人工有审核授权书，谁在撒谎，平台上还有外卖","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/284672310911272","repostId":"2419923511","repostType":2,"repost":{"id":"2419923511","kind":"news","pubTimestamp":1710496720,"share":"https://www.laohu8.com/m/news/2419923511?lang=&edition=full","pubTime":"2024-03-15 17:58","market":"us","language":"zh","title":"3·15|五粮液打假，称尚未在拼多多开设官方旗舰店","url":"https://stock-news.laohu8.com/highlight/detail?id=2419923511","media":"中华网财经","summary":"日前，五粮液发布声明称，近期，接到多名消费者关于低价从“拼多多”平台购买的五粮液产品真伪咨询。经核实，该平台多家店铺销售的五粮液产品为假冒，上述行为严重损害了五粮液声誉及消费者权益。五粮液表示，目前，尚未在“拼多多”平台开设“五粮液官方旗舰店”，也未授权任何商家在“拼多多”平台开设的店铺名称中使用“五粮液”。","content":"<html><body><article><img src=\"https://inews.gtimg.com/om_bt/Om-E5Rl_EsHX-Qq7ryh5Bno_cIu6C58k-l5bf2naW-XjkAA/0\"/><p><strong>文|杨泽世</strong></p><p>315前夕，<a href=\"https://laohu8.com/S/000858\">五粮液</a>突然打假。</p><p>日前，五粮液发布声明称，近期，接到多名消费者关于低价从“<a href=\"https://laohu8.com/S/PDD\">拼多多</a>”平台购买的五粮液产品真伪咨询。经核实，该平台多家店铺销售的五粮液产品为假冒，上述行为严重损害了五粮液声誉及消费者权益。</p><p>五粮液表示，目前，尚未在“拼多多”平台开设“五粮液官方旗舰店”，也未授权任何商家在“拼多多”平台开设的店铺名称中使用“五粮液”。</p><img src=\"https://inews.gtimg.com/om_bt/OXI6ZRH8K5fqLBhh9Ipbqw2gZZkSfjCf1lJAsoBmKXSOMAA/0\"/><p>五粮液强调，会持续对“拼多多”等电商平台店铺销售假冒五粮液产品的行为进行清查，一旦发现该等违法店铺，将对违法店铺及存在过错的电商平台采取行政举报、投诉或司法途径严肃追究其法律责任，维护广大消费者合法权益。</p><p>酒业专家肖竹青认为，整个电商渠道的销售规模只有传统渠道的10%左右，但是电商渠道价格对传统渠道的价格影响非常大。现在各大白酒头部品牌都有自己的电商团队在监控全网白酒的价格、销售话术和真伪。</p><p>中华网财经在拼多多上搜索“五粮液”，店铺名为翰翔酒业专营店显示，五粮液52度500ml全网低价1068元每瓶，拼多多官方补贴192元，最终成交价为876元。</p><p>该店铺表示，上述商品正在参加百亿补贴活动，均为100%正品，假一赔十。平台从源头严格把控，并且有<a href=\"https://laohu8.com/S/601319\">中国人保</a>财险提供的正品险。</p><p>近期，第八代五粮液提价50元/瓶，出厂价涨至1019元/瓶，建议零售价此次未作调整，仍为1499元。与上述店铺价格相比来看，仍有明显倒挂。</p><p>“拼多多未经五粮液授权推行低价吸引消费者眼球，特别是商品质量良莠不齐，所以损害了消费者权益，损害了品牌声誉，惹恼了五粮液们。”肖竹青表示。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240315180138878638a8&s=b><strong>中华网财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文|杨泽世315前夕，五粮液突然打假。日前，五粮液发布声明称，近期，接到多名消费者关于低价从“拼多多”平台购买的五粮液产品真伪咨询。经核实，该平台多家店铺销售的五粮液产品为假冒，上述行为严重损害了五粮液声誉及消费者权益。五粮液表示，目前，尚未在“拼多多”平台开设“五粮液官方旗舰店”，也未授权任何商家在“拼多多”平台开设的店铺名称中使用“五粮液”。五粮液强调，会持续对“拼多多”等电商平台店铺销售假冒...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240315180138878638a8&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","LU1720050803.USD":"安联全方位中国股票基金","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","PDD":"拼多多","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A 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ACC","SG9999014674.SGD":"Nikko AM All China Equity A SGD","BK4558":"双十一","BK4509":"腾讯概念","SG9999002562.SGD":"LionGlobal Asia Pacific SGD","SG9999002463.SGD":"LionGlobal China Growth SGD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240315180138878638a8&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2419923511","content_text":"文|杨泽世315前夕，五粮液突然打假。日前，五粮液发布声明称，近期，接到多名消费者关于低价从“拼多多”平台购买的五粮液产品真伪咨询。经核实，该平台多家店铺销售的五粮液产品为假冒，上述行为严重损害了五粮液声誉及消费者权益。五粮液表示，目前，尚未在“拼多多”平台开设“五粮液官方旗舰店”，也未授权任何商家在“拼多多”平台开设的店铺名称中使用“五粮液”。五粮液强调，会持续对“拼多多”等电商平台店铺销售假冒五粮液产品的行为进行清查，一旦发现该等违法店铺，将对违法店铺及存在过错的电商平台采取行政举报、投诉或司法途径严肃追究其法律责任，维护广大消费者合法权益。酒业专家肖竹青认为，整个电商渠道的销售规模只有传统渠道的10%左右，但是电商渠道价格对传统渠道的价格影响非常大。现在各大白酒头部品牌都有自己的电商团队在监控全网白酒的价格、销售话术和真伪。中华网财经在拼多多上搜索“五粮液”，店铺名为翰翔酒业专营店显示，五粮液52度500ml全网低价1068元每瓶，拼多多官方补贴192元，最终成交价为876元。该店铺表示，上述商品正在参加百亿补贴活动，均为100%正品，假一赔十。平台从源头严格把控，并且有中国人保财险提供的正品险。近期，第八代五粮液提价50元/瓶，出厂价涨至1019元/瓶，建议零售价此次未作调整，仍为1499元。与上述店铺价格相比来看，仍有明显倒挂。“拼多多未经五粮液授权推行低价吸引消费者眼球，特别是商品质量良莠不齐，所以损害了消费者权益，损害了品牌声誉，惹恼了五粮液们。”肖竹青表示。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1023,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}