+关注
星辰大海
暂无个人介绍
IP属地:北京
87
关注
5
粉丝
0
主题
0
勋章
主贴
热门
星辰大海
2023-05-18
$阿里巴巴(BABA)$
中概果然是扶不起的阿斗
星辰大海
2020-05-19
华为可以授权啊,其他厂商可以拿着华为的授权去生产啊
抵制高通,一年将有2亿多台国产机受影响,或无芯可用
星辰大海
2020-01-30
$拼多多(PDD)$
几百亿的市值,每天成交量缺很少,跑的都是小散么?
星辰大海
2019-05-10
$陌陌(MOMO)$ 啥情况,这是???
星辰大海
2018-03-16
//@Tony特别帅:半导体行业覆盖非常广,供应链各不相同但有很多通用名词。很多人对于不同公司的定位是懵逼的。因此超级推荐此文,非常直白的描述了各个公司的定位以及是干什么的。内含昨天蓝大推荐的CY。
@好文:一文纵览半导体行业格局
星辰大海
2017-11-08
0.2入手的已卖
$NXPI 20180420 120.0 CALL(NXPI)$ 棒棒哒
0.2入手的已卖
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":61311038960685,"uuid":"61311038960685","gmtCreate":1453040512022,"gmtModify":1457361817397,"name":"星辰大海","pinyin":"xcdhxingchendahai","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/tiger_upload_file_1453040877.png","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":5,"headSize":87,"tweetSize":11,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":248,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.84%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.13%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.18","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":9,"crmLevelSwitch":0,"location":"北京","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":1,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":652862149,"gmtCreate":1684422252881,"gmtModify":1684422254117,"author":{"id":"61311038960685","authorId":"61311038960685","name":"星辰大海","avatar":"https://static.laohu8.com/tiger_upload_file_1453040877.png","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a>中概果然是扶不起的阿斗","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a>中概果然是扶不起的阿斗","text":"$阿里巴巴(BABA)$ 中概果然是扶不起的阿斗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652862149","isVote":1,"tweetType":1,"viewCount":806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":959630225,"gmtCreate":1589883420667,"gmtModify":1704190964164,"author":{"id":"61311038960685","authorId":"61311038960685","name":"星辰大海","avatar":"https://static.laohu8.com/tiger_upload_file_1453040877.png","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"华为可以授权啊,其他厂商可以拿着华为的授权去生产啊","listText":"华为可以授权啊,其他厂商可以拿着华为的授权去生产啊","text":"华为可以授权啊,其他厂商可以拿着华为的授权去生产啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/959630225","repostId":"2036164244","repostType":2,"repost":{"id":"2036164244","pubTimestamp":1589879313,"share":"https://www.laohu8.com/m/news/2036164244?lang=&edition=full","pubTime":"2020-05-19 17:08","market":"us","language":"zh","title":"抵制高通,一年将有2亿多台国产机受影响,或无芯可用","url":"https://stock-news.laohu8.com/highlight/detail?id=2036164244","media":"互联网乱侃秀","summary":"众所周知,随着针对华为的芯片禁令升级,很多人都觉得接下来,可能会对苹果,高通,思科,波音等美企进行反制。而这几家公司在资本市场也应声下跌,毕竟中国市场是这些厂商重要收入来源之一,一旦中国企业不买了,业","content":"<html><body><article><p>众所周知,随着针对华为的芯片禁令升级,很多人都觉得接下来,可能会对<a href=\"https://laohu8.com/S/AAPL\">苹果</a>,<a href=\"https://laohu8.com/S/QCOM\">高通</a>,<a href=\"https://laohu8.com/S/CSCO\">思科</a>,<a href=\"https://laohu8.com/S/BA\">波音</a>等美企进行反制。</p><p>而这几家公司在资本市场也应声下跌,毕竟中国市场是这些厂商重要收入来源之一,一旦中国企业不买了,业绩会很难看。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/9838331483/0\"/><p>其实说真的,对于禁令与反制,对双方来讲都是场双输,没有赢家,就拿抵制高通而言,如果真的对高通启动禁令,一年将有2亿多台国产机受影响,或无芯可用。</p><p>按照2019年的数据,全球智能手机销量超过14亿台,而中国品牌占到了其中的50%多,也就是说卖掉了7亿多台智能手机。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/11770972117/0\"/><p>其中华为销量为2.4亿台左右,而小米销量为1.24亿台,OPPO、VIVO的销量约为1.2亿台左右。这其中除了华为主要用麒麟芯片之外,其它的厂商大部分用的是高通的芯片。</p><p>按照2019年的数据,小米手机中高通芯片使用比例达到90%,而OPPO、VIVO手机中使用高通的芯片比例约在50%左右。</p><p>小米、OPPO、VIVO这三家厂商,每年使用高通芯片的手机就超过了2亿多台,要是再算上联想、realme、一加、魅族、中兴等等手机,高通芯片的使用量更高。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/11047199275/0\"/><p>一旦这些厂商无法使用高通的芯片了,能够买到的芯片就只有联发科的了,可能还可以买部分<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>的芯片,但目前不管是性能,还是用户认可度,高通的芯片还是更强的。所以也许很多国产机将陷入无芯可用的境界。</p><p>关键是,这时候华为自己的芯片都很困难,就算放开销售,也不太可能对外销售给其它国产手机厂商了。所以由此可见,反制高通这个决定,其实是很难下的,你觉得呢?</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\" content=\"telephone=no,email=no,address=no\" />\n<title>抵制高通,一年将有2亿多台国产机受影响,或无芯可用</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n抵制高通,一年将有2亿多台国产机受影响,或无芯可用\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-05-19 17:08 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202005191709077a724138&s=b><strong>互联网乱侃秀</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>众所周知,随着针对华为的芯片禁令升级,很多人都觉得接下来,可能会对苹果,高通,思科,波音等美企进行反制。而这几家公司在资本市场也应声下跌,毕竟中国市场是这些厂商重要收入来源之一,一旦中国企业不买了,业绩会很难看。其实说真的,对于禁令与反制,对双方来讲都是场双输,没有赢家,就拿抵制高通而言,如果真的对高通启动禁令,一年将有2亿多台国产机受影响,或无芯可用。按照2019年的数据,全球智能手机销量超过...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202005191709077a724138&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fab3e6da33eab070d39ea5ddbb760010","relate_stocks":{"QCOM":"高通"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202005191709077a724138&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2036164244","content_text":"众所周知,随着针对华为的芯片禁令升级,很多人都觉得接下来,可能会对苹果,高通,思科,波音等美企进行反制。而这几家公司在资本市场也应声下跌,毕竟中国市场是这些厂商重要收入来源之一,一旦中国企业不买了,业绩会很难看。其实说真的,对于禁令与反制,对双方来讲都是场双输,没有赢家,就拿抵制高通而言,如果真的对高通启动禁令,一年将有2亿多台国产机受影响,或无芯可用。按照2019年的数据,全球智能手机销量超过14亿台,而中国品牌占到了其中的50%多,也就是说卖掉了7亿多台智能手机。其中华为销量为2.4亿台左右,而小米销量为1.24亿台,OPPO、VIVO的销量约为1.2亿台左右。这其中除了华为主要用麒麟芯片之外,其它的厂商大部分用的是高通的芯片。按照2019年的数据,小米手机中高通芯片使用比例达到90%,而OPPO、VIVO手机中使用高通的芯片比例约在50%左右。小米、OPPO、VIVO这三家厂商,每年使用高通芯片的手机就超过了2亿多台,要是再算上联想、realme、一加、魅族、中兴等等手机,高通芯片的使用量更高。一旦这些厂商无法使用高通的芯片了,能够买到的芯片就只有联发科的了,可能还可以买部分三星的芯片,但目前不管是性能,还是用户认可度,高通的芯片还是更强的。所以也许很多国产机将陷入无芯可用的境界。关键是,这时候华为自己的芯片都很困难,就算放开销售,也不太可能对外销售给其它国产手机厂商了。所以由此可见,反制高通这个决定,其实是很难下的,你觉得呢?","news_type":1},"isVote":1,"tweetType":1,"viewCount":1433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":912501797,"gmtCreate":1580318622219,"gmtModify":1704341276949,"author":{"id":"61311038960685","authorId":"61311038960685","name":"星辰大海","avatar":"https://static.laohu8.com/tiger_upload_file_1453040877.png","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>几百亿的市值,每天成交量缺很少,跑的都是小散么?","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>几百亿的市值,每天成交量缺很少,跑的都是小散么?","text":"$拼多多(PDD)$几百亿的市值,每天成交量缺很少,跑的都是小散么?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/912501797","isVote":1,"tweetType":1,"viewCount":1262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":901119558,"gmtCreate":1557493871874,"gmtModify":1704802751138,"author":{"id":"61311038960685","authorId":"61311038960685","name":"星辰大海","avatar":"https://static.laohu8.com/tiger_upload_file_1453040877.png","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$陌陌(MOMO)$ 啥情况,这是???","listText":"$陌陌(MOMO)$ 啥情况,这是???","text":"$陌陌(MOMO)$ 啥情况,这是???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/901119558","isVote":1,"tweetType":1,"viewCount":1647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":167929,"gmtCreate":1521173818960,"gmtModify":1704890387775,"author":{"id":"61311038960685","authorId":"61311038960685","name":"星辰大海","avatar":"https://static.laohu8.com/tiger_upload_file_1453040877.png","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"//@Tony特别帅:半导体行业覆盖非常广,供应链各不相同但有很多通用名词。很多人对于不同公司的定位是懵逼的。因此超级推荐此文,非常直白的描述了各个公司的定位以及是干什么的。内含昨天蓝大推荐的CY。","listText":"//@Tony特别帅:半导体行业覆盖非常广,供应链各不相同但有很多通用名词。很多人对于不同公司的定位是懵逼的。因此超级推荐此文,非常直白的描述了各个公司的定位以及是干什么的。内含昨天蓝大推荐的CY。","text":"//@Tony特别帅:半导体行业覆盖非常广,供应链各不相同但有很多通用名词。很多人对于不同公司的定位是懵逼的。因此超级推荐此文,非常直白的描述了各个公司的定位以及是干什么的。内含昨天蓝大推荐的CY。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167929","repostId":"167926","repostType":1,"repost":{"id":167926,"gmtCreate":1521173170298,"gmtModify":1704890387261,"author":{"id":"36990708048000","authorId":"36990708048000","name":"好文","avatar":"https://static.tigerbbs.com/30ffc647410e858943769a0c5937ac1e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"一文纵览半导体行业格局","htmlText":"科技行业是现在最具活力的行业之一:每 5 到 10 年都有一次大趋势,每 15 年就会出现一次技术转移(technology shift)。自 2000 年以来,科技行业已经从传统的个人计算机和智能手机向人工智能(AI)和物联网(IoT)方向前进了一大步。#半导体股票大全# 每一次技术转移要么会创造一些非常大型的公司企业,要么就会让很多公司消失在并购或破产之中。一般而言,技术转移都始于半导体,这是所有技术的核心。 半导体股票在 2000 年时达到了峰值,英特尔$(INTC)$、Applied Materials$(AMAT)$和德州仪器$(TXN)$都达到了历史最高点。那时候,这个行业见证了迈向移动手机的技术转移,三星(SSNLF)、苹果(AAPL)和诺基亚(NOK)等公司实现了蓬勃发展并且变成了半导体公司的主要客户。 但在过去 16 年里,上面的这些半导体股票都没能再次达到 2000 年的水平,尽管这些公司已经通过自身努力以及兼并和收购实现了业务的有机增长。在 2008 年金融危机期间,它们的损失尤其惨重,那时候几乎所有的股市(包括标准普尔500指数)都遭遇了大崩溃。 那时候,几乎所有半导体股票的表现比股市还更差,但除了那些在智能手机领域具有强势地位的股票。比如高通$(QCOM)$、Qorvo(QRVO)和美光$(MU)$的表现在 2008 年 8 月都超过了标准普尔 500 指数,那时候苹果公司推出了其第二款 iPhone。 2014 年时又出现了另一次暴涨,那时候中国智能手机开始发力抢占国内和国际市场,而且 DRAM(动态随机存取存储器)价格也在上涨。自 2014 年以来,大多数半导体股票都开始超越标准普尔 500 指数(SPY)——正如我们在 iShares PHLX Semiconductor ETF$(SOXX)$上看到的那样,它也已超越了标准普尔 500 指","listText":"科技行业是现在最具活力的行业之一:每 5 到 10 年都有一次大趋势,每 15 年就会出现一次技术转移(technology shift)。自 2000 年以来,科技行业已经从传统的个人计算机和智能手机向人工智能(AI)和物联网(IoT)方向前进了一大步。#半导体股票大全# 每一次技术转移要么会创造一些非常大型的公司企业,要么就会让很多公司消失在并购或破产之中。一般而言,技术转移都始于半导体,这是所有技术的核心。 半导体股票在 2000 年时达到了峰值,英特尔$(INTC)$、Applied Materials$(AMAT)$和德州仪器$(TXN)$都达到了历史最高点。那时候,这个行业见证了迈向移动手机的技术转移,三星(SSNLF)、苹果(AAPL)和诺基亚(NOK)等公司实现了蓬勃发展并且变成了半导体公司的主要客户。 但在过去 16 年里,上面的这些半导体股票都没能再次达到 2000 年的水平,尽管这些公司已经通过自身努力以及兼并和收购实现了业务的有机增长。在 2008 年金融危机期间,它们的损失尤其惨重,那时候几乎所有的股市(包括标准普尔500指数)都遭遇了大崩溃。 那时候,几乎所有半导体股票的表现比股市还更差,但除了那些在智能手机领域具有强势地位的股票。比如高通$(QCOM)$、Qorvo(QRVO)和美光$(MU)$的表现在 2008 年 8 月都超过了标准普尔 500 指数,那时候苹果公司推出了其第二款 iPhone。 2014 年时又出现了另一次暴涨,那时候中国智能手机开始发力抢占国内和国际市场,而且 DRAM(动态随机存取存储器)价格也在上涨。自 2014 年以来,大多数半导体股票都开始超越标准普尔 500 指数(SPY)——正如我们在 iShares PHLX Semiconductor ETF$(SOXX)$上看到的那样,它也已超越了标准普尔 500 指","text":"科技行业是现在最具活力的行业之一:每 5 到 10 年都有一次大趋势,每 15 年就会出现一次技术转移(technology shift)。自 2000 年以来,科技行业已经从传统的个人计算机和智能手机向人工智能(AI)和物联网(IoT)方向前进了一大步。#半导体股票大全# 每一次技术转移要么会创造一些非常大型的公司企业,要么就会让很多公司消失在并购或破产之中。一般而言,技术转移都始于半导体,这是所有技术的核心。 半导体股票在 2000 年时达到了峰值,英特尔$(INTC)$、Applied Materials$(AMAT)$和德州仪器$(TXN)$都达到了历史最高点。那时候,这个行业见证了迈向移动手机的技术转移,三星(SSNLF)、苹果(AAPL)和诺基亚(NOK)等公司实现了蓬勃发展并且变成了半导体公司的主要客户。 但在过去 16 年里,上面的这些半导体股票都没能再次达到 2000 年的水平,尽管这些公司已经通过自身努力以及兼并和收购实现了业务的有机增长。在 2008 年金融危机期间,它们的损失尤其惨重,那时候几乎所有的股市(包括标准普尔500指数)都遭遇了大崩溃。 那时候,几乎所有半导体股票的表现比股市还更差,但除了那些在智能手机领域具有强势地位的股票。比如高通$(QCOM)$、Qorvo(QRVO)和美光$(MU)$的表现在 2008 年 8 月都超过了标准普尔 500 指数,那时候苹果公司推出了其第二款 iPhone。 2014 年时又出现了另一次暴涨,那时候中国智能手机开始发力抢占国内和国际市场,而且 DRAM(动态随机存取存储器)价格也在上涨。自 2014 年以来,大多数半导体股票都开始超越标准普尔 500 指数(SPY)——正如我们在 iShares PHLX Semiconductor ETF$(SOXX)$上看到的那样,它也已超越了标准普尔 500 指","images":[{"img":"https://static.laohu8.com/5685b341e0e7a2016acd2aeb413815f7"},{"img":"https://static.laohu8.com/e9a9ec7803b2e924f36a97097f39e7a4"},{"img":"https://static.laohu8.com/33927cd40dc9f8aa10e2027db4ec9cce"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167926","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":12,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":112229,"gmtCreate":1510153360254,"gmtModify":1704883387678,"author":{"id":"61311038960685","authorId":"61311038960685","name":"星辰大海","avatar":"https://static.laohu8.com/tiger_upload_file_1453040877.png","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"0.2入手的已卖","htmlText":"$NXPI 20180420 120.0 CALL(NXPI)$ 棒棒哒","listText":"$NXPI 20180420 120.0 CALL(NXPI)$ 棒棒哒","text":"$NXPI 20180420 120.0 CALL(NXPI)$ 棒棒哒","images":[{"img":"https://static.laohu8.com/bc003925030b2941b847f5c2421d067e"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/112229","isVote":1,"tweetType":1,"viewCount":1723,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":112229,"gmtCreate":1510153360254,"gmtModify":1704883387678,"author":{"id":"61311038960685","authorId":"61311038960685","name":"星辰大海","avatar":"https://static.laohu8.com/tiger_upload_file_1453040877.png","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"0.2入手的已卖","htmlText":"$NXPI 20180420 120.0 CALL(NXPI)$ 棒棒哒","listText":"$NXPI 20180420 120.0 CALL(NXPI)$ 棒棒哒","text":"$NXPI 20180420 120.0 CALL(NXPI)$ 棒棒哒","images":[{"img":"https://static.laohu8.com/bc003925030b2941b847f5c2421d067e"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/112229","isVote":1,"tweetType":1,"viewCount":1723,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":652862149,"gmtCreate":1684422252881,"gmtModify":1684422254117,"author":{"id":"61311038960685","authorId":"61311038960685","name":"星辰大海","avatar":"https://static.laohu8.com/tiger_upload_file_1453040877.png","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a>中概果然是扶不起的阿斗","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a>中概果然是扶不起的阿斗","text":"$阿里巴巴(BABA)$ 中概果然是扶不起的阿斗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652862149","isVote":1,"tweetType":1,"viewCount":806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":959630225,"gmtCreate":1589883420667,"gmtModify":1704190964164,"author":{"id":"61311038960685","authorId":"61311038960685","name":"星辰大海","avatar":"https://static.laohu8.com/tiger_upload_file_1453040877.png","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"华为可以授权啊,其他厂商可以拿着华为的授权去生产啊","listText":"华为可以授权啊,其他厂商可以拿着华为的授权去生产啊","text":"华为可以授权啊,其他厂商可以拿着华为的授权去生产啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/959630225","repostId":"2036164244","repostType":2,"isVote":1,"tweetType":1,"viewCount":1433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":912501797,"gmtCreate":1580318622219,"gmtModify":1704341276949,"author":{"id":"61311038960685","authorId":"61311038960685","name":"星辰大海","avatar":"https://static.laohu8.com/tiger_upload_file_1453040877.png","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>几百亿的市值,每天成交量缺很少,跑的都是小散么?","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>几百亿的市值,每天成交量缺很少,跑的都是小散么?","text":"$拼多多(PDD)$几百亿的市值,每天成交量缺很少,跑的都是小散么?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/912501797","isVote":1,"tweetType":1,"viewCount":1262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":901119558,"gmtCreate":1557493871874,"gmtModify":1704802751138,"author":{"id":"61311038960685","authorId":"61311038960685","name":"星辰大海","avatar":"https://static.laohu8.com/tiger_upload_file_1453040877.png","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"$陌陌(MOMO)$ 啥情况,这是???","listText":"$陌陌(MOMO)$ 啥情况,这是???","text":"$陌陌(MOMO)$ 啥情况,这是???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/901119558","isVote":1,"tweetType":1,"viewCount":1647,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":167929,"gmtCreate":1521173818960,"gmtModify":1704890387775,"author":{"id":"61311038960685","authorId":"61311038960685","name":"星辰大海","avatar":"https://static.laohu8.com/tiger_upload_file_1453040877.png","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"//@Tony特别帅:半导体行业覆盖非常广,供应链各不相同但有很多通用名词。很多人对于不同公司的定位是懵逼的。因此超级推荐此文,非常直白的描述了各个公司的定位以及是干什么的。内含昨天蓝大推荐的CY。","listText":"//@Tony特别帅:半导体行业覆盖非常广,供应链各不相同但有很多通用名词。很多人对于不同公司的定位是懵逼的。因此超级推荐此文,非常直白的描述了各个公司的定位以及是干什么的。内含昨天蓝大推荐的CY。","text":"//@Tony特别帅:半导体行业覆盖非常广,供应链各不相同但有很多通用名词。很多人对于不同公司的定位是懵逼的。因此超级推荐此文,非常直白的描述了各个公司的定位以及是干什么的。内含昨天蓝大推荐的CY。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167929","repostId":"167926","repostType":1,"repost":{"id":167926,"gmtCreate":1521173170298,"gmtModify":1704890387261,"author":{"id":"36990708048000","authorId":"36990708048000","name":"好文","avatar":"https://static.tigerbbs.com/30ffc647410e858943769a0c5937ac1e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"一文纵览半导体行业格局","htmlText":"科技行业是现在最具活力的行业之一:每 5 到 10 年都有一次大趋势,每 15 年就会出现一次技术转移(technology shift)。自 2000 年以来,科技行业已经从传统的个人计算机和智能手机向人工智能(AI)和物联网(IoT)方向前进了一大步。#半导体股票大全# 每一次技术转移要么会创造一些非常大型的公司企业,要么就会让很多公司消失在并购或破产之中。一般而言,技术转移都始于半导体,这是所有技术的核心。 半导体股票在 2000 年时达到了峰值,英特尔$(INTC)$、Applied Materials$(AMAT)$和德州仪器$(TXN)$都达到了历史最高点。那时候,这个行业见证了迈向移动手机的技术转移,三星(SSNLF)、苹果(AAPL)和诺基亚(NOK)等公司实现了蓬勃发展并且变成了半导体公司的主要客户。 但在过去 16 年里,上面的这些半导体股票都没能再次达到 2000 年的水平,尽管这些公司已经通过自身努力以及兼并和收购实现了业务的有机增长。在 2008 年金融危机期间,它们的损失尤其惨重,那时候几乎所有的股市(包括标准普尔500指数)都遭遇了大崩溃。 那时候,几乎所有半导体股票的表现比股市还更差,但除了那些在智能手机领域具有强势地位的股票。比如高通$(QCOM)$、Qorvo(QRVO)和美光$(MU)$的表现在 2008 年 8 月都超过了标准普尔 500 指数,那时候苹果公司推出了其第二款 iPhone。 2014 年时又出现了另一次暴涨,那时候中国智能手机开始发力抢占国内和国际市场,而且 DRAM(动态随机存取存储器)价格也在上涨。自 2014 年以来,大多数半导体股票都开始超越标准普尔 500 指数(SPY)——正如我们在 iShares PHLX Semiconductor ETF$(SOXX)$上看到的那样,它也已超越了标准普尔 500 指","listText":"科技行业是现在最具活力的行业之一:每 5 到 10 年都有一次大趋势,每 15 年就会出现一次技术转移(technology shift)。自 2000 年以来,科技行业已经从传统的个人计算机和智能手机向人工智能(AI)和物联网(IoT)方向前进了一大步。#半导体股票大全# 每一次技术转移要么会创造一些非常大型的公司企业,要么就会让很多公司消失在并购或破产之中。一般而言,技术转移都始于半导体,这是所有技术的核心。 半导体股票在 2000 年时达到了峰值,英特尔$(INTC)$、Applied Materials$(AMAT)$和德州仪器$(TXN)$都达到了历史最高点。那时候,这个行业见证了迈向移动手机的技术转移,三星(SSNLF)、苹果(AAPL)和诺基亚(NOK)等公司实现了蓬勃发展并且变成了半导体公司的主要客户。 但在过去 16 年里,上面的这些半导体股票都没能再次达到 2000 年的水平,尽管这些公司已经通过自身努力以及兼并和收购实现了业务的有机增长。在 2008 年金融危机期间,它们的损失尤其惨重,那时候几乎所有的股市(包括标准普尔500指数)都遭遇了大崩溃。 那时候,几乎所有半导体股票的表现比股市还更差,但除了那些在智能手机领域具有强势地位的股票。比如高通$(QCOM)$、Qorvo(QRVO)和美光$(MU)$的表现在 2008 年 8 月都超过了标准普尔 500 指数,那时候苹果公司推出了其第二款 iPhone。 2014 年时又出现了另一次暴涨,那时候中国智能手机开始发力抢占国内和国际市场,而且 DRAM(动态随机存取存储器)价格也在上涨。自 2014 年以来,大多数半导体股票都开始超越标准普尔 500 指数(SPY)——正如我们在 iShares PHLX Semiconductor ETF$(SOXX)$上看到的那样,它也已超越了标准普尔 500 指","text":"科技行业是现在最具活力的行业之一:每 5 到 10 年都有一次大趋势,每 15 年就会出现一次技术转移(technology shift)。自 2000 年以来,科技行业已经从传统的个人计算机和智能手机向人工智能(AI)和物联网(IoT)方向前进了一大步。#半导体股票大全# 每一次技术转移要么会创造一些非常大型的公司企业,要么就会让很多公司消失在并购或破产之中。一般而言,技术转移都始于半导体,这是所有技术的核心。 半导体股票在 2000 年时达到了峰值,英特尔$(INTC)$、Applied Materials$(AMAT)$和德州仪器$(TXN)$都达到了历史最高点。那时候,这个行业见证了迈向移动手机的技术转移,三星(SSNLF)、苹果(AAPL)和诺基亚(NOK)等公司实现了蓬勃发展并且变成了半导体公司的主要客户。 但在过去 16 年里,上面的这些半导体股票都没能再次达到 2000 年的水平,尽管这些公司已经通过自身努力以及兼并和收购实现了业务的有机增长。在 2008 年金融危机期间,它们的损失尤其惨重,那时候几乎所有的股市(包括标准普尔500指数)都遭遇了大崩溃。 那时候,几乎所有半导体股票的表现比股市还更差,但除了那些在智能手机领域具有强势地位的股票。比如高通$(QCOM)$、Qorvo(QRVO)和美光$(MU)$的表现在 2008 年 8 月都超过了标准普尔 500 指数,那时候苹果公司推出了其第二款 iPhone。 2014 年时又出现了另一次暴涨,那时候中国智能手机开始发力抢占国内和国际市场,而且 DRAM(动态随机存取存储器)价格也在上涨。自 2014 年以来,大多数半导体股票都开始超越标准普尔 500 指数(SPY)——正如我们在 iShares PHLX Semiconductor ETF$(SOXX)$上看到的那样,它也已超越了标准普尔 500 指","images":[{"img":"https://static.laohu8.com/5685b341e0e7a2016acd2aeb413815f7"},{"img":"https://static.laohu8.com/e9a9ec7803b2e924f36a97097f39e7a4"},{"img":"https://static.laohu8.com/33927cd40dc9f8aa10e2027db4ec9cce"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/167926","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":12,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}