病书生的个人主页 - 老虎社区

病书生

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IP属地：湖北

19关注

8粉丝

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0勋章

2022-05-19

一开始就不该让马骗子这个公司进

市场消息：特斯拉被从标普500 ESG指数中删除

2021-11-04

跟贾跃亭一个套路[笑哭] [笑哭]

许家印道出惊天数据，恒大有望走出困境？

2021-11-04

这才是客观的文章[强] [强]

英伟达今年大涨102.23%，市值为英特尔三倍

2021-08-31

高领参与的股票一律不碰

高瓴诠释什么叫炒“赛道股”

2021-04-11

一季度财报后看情况加仓

@Sabrina Tsai:$Facebook(FB)$wow 242 to 312 , missed the boat [捂嘴]

2021-02-10

2季度的新闻了又拿出来炒[笑哭] [笑哭]

@追高小能手:$英特尔(INTC)$闪跌原因

2021-01-22

英特尔q1.2，3的营收利润都是下滑的，作者是弱智吧？全面营收增长8个百分点，如果都是下滑的，全年如何增长的？为了做空无下限的瞎编乱造

抱歉，原内容已删除

2019-10-17

$英特尔(INTC)$垃圾

2019-07-11

没想明白涨这么多的理由

2018-10-27

$Facebook(FB)$ 最近一段时间太弱了

2017-11-03

$英特尔(INTC)$涨这么久了估计得调整一下了

2017-10-24

$英特尔(INTC)$都没人评论了，冷清啊

2017-10-21

为什么市盈率这么低

$eBay(EBAY)$为什么市盈率这么低

为什么市盈率这么低

2017-10-18

$IBM(IBM)$这个股票好冷清，没人坚守了吗？

2017-09-19

$通用汽车(GM)$还能持有吗？真不想出

2017-04-03

以为出售欧宝会大涨，没想到😢

$通用汽车(GM)$哭晕在厕所

以为出售欧宝会大涨，没想到😢

2016-06-29

$华能国际电力股份(00902)$你还想跌到多少？

去老虎APP查看更多动态

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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市场消息：特斯拉被从标普500 ESG指数中删除\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\">2022-05-18 22:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>市场消息：标准普尔道琼斯指数公司已将<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>从其标普500 ESG指数中删除；称关注特斯拉处理与自动驾驶有关的车祸后的调查情况。</p><p>截至发稿，特斯拉跌幅约1.4%。</p><p><img src=\"https://static.tigerbbs.com/4217f1f667343b9056b625c26bf3d1e1\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9749762c5ee11a52030b4c66a89c8026","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187032220","content_text":"市场消息：标准普尔道琼斯指数公司已将特斯拉从其标普500 ESG指数中删除；称关注特斯拉处理与自动驾驶有关的车祸后的调查情况。截至发稿，特斯拉跌幅约1.4%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848763441,"gmtCreate":1636030566705,"gmtModify":1636030566705,"author":{"id":"97234586054586","authorId":"97234586054586","name":"病书生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"97234586054586","authorIdStr":"97234586054586"},"themes":[],"htmlText":"跟贾跃亭一个套路[笑哭]&nbsp;[笑哭]&nbsp;","listText":"跟贾跃亭一个套路[笑哭]&nbsp;[笑哭]&nbsp;","text":"跟贾跃亭一个套路[笑哭] [笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848763441","repostId":"1117782256","repostType":4,"repost":{"id":"1117782256","pubTimestamp":1636027501,"share":"https://www.laohu8.com/m/news/1117782256?lang=&edition=full","pubTime":"2021-11-04 20:05","market":"hk","language":"zh","title":"许家印道出惊天数据，恒大有望走出困境？","url":"https://stock-news.laohu8.com/highlight/detail?id=1117782256","media":"智通财经网","summary":"恒大在正常经营时现金流还是非常大。","content":"<p>据知情人士透露，在今天<a href=\"https://laohu8.com/S/03333\">中国恒大</a>内部会议上，许家印给员工鼓劲加油时说：“越是公司困难的时候，大家越要有定力，房地产是资金密集型行业，需要庞大的现金流，我给大家讲一组数据：<b>从2016年1月1日到2021年6月30日，5年半的时间，我们几项主要的支出就达5.01万亿，其中归还到期贷款本金22500亿，支付贷款利息3670亿，交纳税金2216亿，支付土地款9634亿，支付工程款、材料款等建安费用9736亿，管理及营销费用支出2381亿。</b>所以我们必须全力以赴复工复产保交楼，才能恢复销售，才能恢复正常经营，才能归还各方面欠款。”</p>\n<p>可以看出，恒大在正常经营时现金流还是非常大，随着近期各地复工复产的迹象愈发明显，相信恒大有望一步步走出困境。</p>\n<p><img src=\"https://static.tigerbbs.com/0f201d8311867dedbf28b22db34ae703\" tg-width=\"1622\" tg-height=\"1080\" referrerpolicy=\"no-referrer\"></p>","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>许家印道出惊天数据，恒大有望走出困境？</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{ 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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许家印道出惊天数据，恒大有望走出困境？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-04 20:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/593943.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据知情人士透露，在今天中国恒大内部会议上，许家印给员工鼓劲加油时说：“越是公司困难的时候，大家越要有定力，房地产是资金密集型行业，需要庞大的现金流，我给大家讲一组数据：从2016年1月1日到2021年6月30日，5年半的时间，我们几项主要的支出就达5.01万亿，其中归还到期贷款本金22500亿，支付贷款利息3670亿，交纳税金2216亿，支付土地款9634亿，支付工程款、材料款等建安费用9736亿...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/593943.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/11035f651c5c16f8f951521b8717a989","relate_stocks":{"03333":"中国恒大"},"source_url":"https://www.zhitongcaijing.com/content/detail/593943.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1117782256","content_text":"据知情人士透露，在今天中国恒大内部会议上，许家印给员工鼓劲加油时说：“越是公司困难的时候，大家越要有定力，房地产是资金密集型行业，需要庞大的现金流，我给大家讲一组数据：从2016年1月1日到2021年6月30日，5年半的时间，我们几项主要的支出就达5.01万亿，其中归还到期贷款本金22500亿，支付贷款利息3670亿，交纳税金2216亿，支付土地款9634亿，支付工程款、材料款等建安费用9736亿，管理及营销费用支出2381亿。所以我们必须全力以赴复工复产保交楼，才能恢复销售，才能恢复正常经营，才能归还各方面欠款。”\n可以看出，恒大在正常经营时现金流还是非常大，随着近期各地复工复产的迹象愈发明显，相信恒大有望一步步走出困境。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":848224703,"gmtCreate":1636004412415,"gmtModify":1636004412415,"author":{"id":"97234586054586","authorId":"97234586054586","name":"病书生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"97234586054586","authorIdStr":"97234586054586"},"themes":[],"htmlText":"这才是客观的文章[强]&nbsp;[强]&nbsp;","listText":"这才是客观的文章[强]&nbsp;[强]&nbsp;","text":"这才是客观的文章[强] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/848224703","repostId":"2180698337","repostType":2,"repost":{"id":"2180698337","pubTimestamp":1635989719,"share":"https://www.laohu8.com/m/news/2180698337?lang=&edition=full","pubTime":"2021-11-04 09:35","market":"us","language":"zh","title":"英伟达今年大涨102.23%，市值为英特尔三倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2180698337","media":"半导体行业观察","summary":"今年以来，NVIDIA股价强劲反弹，截至11月2日累计狂涨102.23%，而波克夏海瑟威同期涨幅为24.18%。里程碑一：超英特尔成美国市值最大的芯片制造商2020年7月9日，英伟达超过英特尔公司，首次成为美国市值最大的芯片制造商。据FactSet当时的数据，英伟达收盘上涨3.5%，至408.64美元，市值2,513.1亿美元；英特尔收盘上涨0.5%，至58.61美元，市值2,481.6亿美元。有趣的是，据说英伟达在 GPU 方面领先于英特尔。然而，英伟达的增长有望在 2022 年大幅放缓至 12%。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20211104093927168v1972t3pm10mqi9\"/><p>来源：内容来自半导体行业观察综合，谢谢</p><p>据MarketWatch报导，11月2日，NVIDIA股价收盘上涨2.22%、收264.01美元，续写收盘历史新高；与此同期，Berkshire Hathaway收涨0.59%至287.93美元。以2日收盘价计算，NVIDIA市值冲上6,600亿美元，首度超车Berkshire Hathaway（6,524亿美元），成为以市值计美国第七大公司。</p><p>今年以来，NVIDIA股价强劲反弹，截至11月2日累计狂涨102.23%，而波克夏海瑟威同期涨幅为24.18%。</p><p>根据道琼市场数据（Dow Jones Market Data），自2020年3月16日触及疫情期间低点以来，NVIDIA市值已大增近5,300亿美元，增幅甚至高于<a href=\"https://laohu8.com/S/V\">Visa</a>、<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>（JPMorgan）和Walmart的当前市值。</p><p><strong>里程碑一：超<a href=\"https://laohu8.com/S/INTC\">英特尔</a>成美国市值最大的芯片制造商</strong></p><p>2020年7月9日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>超过英特尔公司，首次成为美国市值最大的芯片制造商。据FactSet当时的数据，英伟达收盘上涨3.5%，至408.64美元，市值2,513.1亿美元；英特尔收盘上涨0.5%，至58.61美元，市值2,481.6亿美元。</p><p>据当时数据，自2020年初到统计日，英伟达股价上涨了74%，英特尔下跌了2%，相比之下，PHLX半导体指数上涨11%，以科技股为主的纳斯达克综合指数上涨了17%，标普500指数下跌了1.9%。虽然这不是一家美国芯片制造商首次超过英特尔市值，但对英伟达来说还是第一次。</p><p>据道琼斯(Dow Jones)的数据，1999年和2000年，<a href=\"https://laohu8.com/S/TXN\">德州仪器</a>公司(Texas Instruments Inc., TXN)曾几次超过英特尔，2012年底至2014年中，高通公司(Qualcomm Inc., QCOM)和英特尔经常争夺市值第一的位置。</p><p><strong>里程碑二：超越<a href=\"https://laohu8.com/S/TSM\">台积电</a>成为全球最贵半导体公司</strong></p><p>据最新统计，英伟达似乎已取代台积电，成为世界上最贵的半导体公司。</p><p><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>财经的数据显示，按美国东部时间 2021 年 8 月 31 日下午 4:00 的市值衡量，英伟达的市值已经高达5596.3亿美元，超过台积的5585亿美元。随着 Nvidia 在半导体行业前所未有的芯片供应紧缩的情况下继续实现强劲增长，投资者纷纷持有 Nvidia 的股票，将其股价推至深不可测的高度。</p><p>老实说，我喜欢 Nvidia。作为一家公司，它的产品远远领先于竞争对手，它的领导团队和他们公司一样优秀，它的品牌忠诚度是一流的，它的总目标市场巨大，它的增长故事还远未结束.</p><p>但是，我不喜欢英伟达的股票，因为其估值中存在不切实际的假设。作为一名金融分析师和研究员，我觉得有必要坚持我对散户投资者的责任，所以当我遇到他们时，我会继续指出泡沫的估值。</p><p>根据 Nvidia 的投资者介绍，到 2023 年，该公司的总潜在市场可能增长到约 2500亿美元，这意味着 Nvidia 有巨大的增长空间。围绕 Nvidia 的市场叙述是它将在未来主导 GPU、数据中心和 CPU 市场。</p><p>然而，这种说法可能永远不会实现。英伟达的大部分产品都在战胜竞争对手。然而，英伟达产品组合的广度是有限的，这意味着它的实际 TAM 并没有 2500亿美元那么高。有趣的是，据说英伟达在 GPU 方面领先于英特尔。然而，英特尔仍然是该领域的主导者，整体 GPU 市场份额约为 68%（离散 + 集成 GPU 市场）。</p><p>在我看来，英伟达的产品组合还不够广泛，不足以击败英特尔在 GPU 和数据中心市场的主导地位（至少目前是这样）。我最近讨论了英特尔新的混合采购战略，并概述了为什么我认为英特尔仍然可以从 Nvidia 和 <a href=\"https://laohu8.com/S/AMD\">AMD</a> ( AMD ) 等公司手中夺回失去的市场份额。半导体行业竞争激烈，因此，我应该无法看到 Nvidia 占据约 70% 市场份额的那一天。（即使 TAM 到 2031 年增长到约 3000亿美元）。</p><p>我们在 2020 年对 Nvidia 进行了广泛的研究，我对 Nvidia 购买 ARM 的决定感到兴奋。然而，随着监管问题的不断加剧，这笔交易似乎越来越有可能失败。</p><p>回到英伟达的竞争动态，AMD 和英特尔都准备在未来几个季度在英伟达主导的市场推出值得关注的产品，而英伟达也面临着被其他半导体公司超越的风险。随着英特尔、AMD 和英伟达这三个最大的半导体公司相互蚕食彼此的市场，价格战的可能性增加，这种价格战会损害利润率（盈利能力）。</p><p>此外，如您所知，半导体行业具有高度周期性。考虑到半导体行业持续的供应紧缩，我们必须承认我们可能接近半导体周期的顶峰。最后，我相信 ARM 的收购对 Nvidia 的未来意义重大。然而，合并正面临监管审查，</p><p>到2021 年，英伟达的收入预计约为 260亿美元（同比增长 54%）。然而，英伟达的增长有望在 2022 年大幅放缓至 12%。现在，分析师的估计可能是错误的，英伟达可能会继续快速增长。话虽如此，大数定律是真实的，TAM 是有限的。</p><p>根据我对公司几个增长驱动因素（例如，游戏、人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>、3D 设计、自动驾驶汽车等）的预测，英伟达在未来十年内实际上可以实现约 15% 的复合年增长率。随着收入基础的增加，我预计 Nvidia 的增长率将在未来十年内逐渐减少（即使继续保持技术领先地位）。</p><p>*免责声明：本文由作者原创。文章内容系作者个人观点，半导体行业观察转载仅为了传达一种不同的观点，不代表半导体行业观察对该观点赞同或支持，如果有任何异议，欢迎联系半导体行业观察。</p><p><strong>今天是《半导体行业观察》为您分享的第2848内容，欢迎关注。</strong></p><p>推荐阅读</p><p>★电动车爆发，半导体准备好了吗？</p><p>★芯擎科技7纳米智能座舱芯片：一次性流片成功</p><p>★3nm后的芯片应该怎么“连”？</p><p>半导体行业观察</p><img src=\"\"/><p>『<strong>半导体第一垂直媒体</strong>』</p><p><strong>实时 专业 原创 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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英伟达今年大涨102.23%，市值为英特尔三倍\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-11-04 09:35 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111040939497a05d0f5&s=b><strong>半导体行业观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：内容来自半导体行业观察综合，谢谢据MarketWatch报导，11月2日，NVIDIA股价收盘上涨2.22%、收264.01美元，续写收盘历史新高；与此同期，Berkshire Hathaway收涨0.59%至287.93美元。以2日收盘价计算，NVIDIA市值冲上6,600亿美元，首度超车Berkshire Hathaway（6,524亿美元），成为以市值计美国第七大公司。今年以来，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111040939497a05d0f5&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/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"INTC":"英特尔","NVDA":"英伟达"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202111040939497a05d0f5&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2180698337","content_text":"来源：内容来自半导体行业观察综合，谢谢据MarketWatch报导，11月2日，NVIDIA股价收盘上涨2.22%、收264.01美元，续写收盘历史新高；与此同期，Berkshire Hathaway收涨0.59%至287.93美元。以2日收盘价计算，NVIDIA市值冲上6,600亿美元，首度超车Berkshire Hathaway（6,524亿美元），成为以市值计美国第七大公司。今年以来，NVIDIA股价强劲反弹，截至11月2日累计狂涨102.23%，而波克夏海瑟威同期涨幅为24.18%。根据道琼市场数据（Dow Jones Market Data），自2020年3月16日触及疫情期间低点以来，NVIDIA市值已大增近5,300亿美元，增幅甚至高于Visa、摩根大通（JPMorgan）和Walmart的当前市值。里程碑一：超英特尔成美国市值最大的芯片制造商2020年7月9日，英伟达超过英特尔公司，首次成为美国市值最大的芯片制造商。据FactSet当时的数据，英伟达收盘上涨3.5%，至408.64美元，市值2,513.1亿美元；英特尔收盘上涨0.5%，至58.61美元，市值2,481.6亿美元。据当时数据，自2020年初到统计日，英伟达股价上涨了74%，英特尔下跌了2%，相比之下，PHLX半导体指数上涨11%，以科技股为主的纳斯达克综合指数上涨了17%，标普500指数下跌了1.9%。虽然这不是一家美国芯片制造商首次超过英特尔市值，但对英伟达来说还是第一次。据道琼斯(Dow Jones)的数据，1999年和2000年，德州仪器公司(Texas Instruments Inc., TXN)曾几次超过英特尔，2012年底至2014年中，高通公司(Qualcomm Inc., QCOM)和英特尔经常争夺市值第一的位置。里程碑二：超越台积电成为全球最贵半导体公司据最新统计，英伟达似乎已取代台积电，成为世界上最贵的半导体公司。谷歌财经的数据显示，按美国东部时间 2021 年 8 月 31 日下午 4:00 的市值衡量，英伟达的市值已经高达5596.3亿美元，超过台积的5585亿美元。随着 Nvidia 在半导体行业前所未有的芯片供应紧缩的情况下继续实现强劲增长，投资者纷纷持有 Nvidia 的股票，将其股价推至深不可测的高度。老实说，我喜欢 Nvidia。作为一家公司，它的产品远远领先于竞争对手，它的领导团队和他们公司一样优秀，它的品牌忠诚度是一流的，它的总目标市场巨大，它的增长故事还远未结束.但是，我不喜欢英伟达的股票，因为其估值中存在不切实际的假设。作为一名金融分析师和研究员，我觉得有必要坚持我对散户投资者的责任，所以当我遇到他们时，我会继续指出泡沫的估值。根据 Nvidia 的投资者介绍，到 2023 年，该公司的总潜在市场可能增长到约 2500亿美元，这意味着 Nvidia 有巨大的增长空间。围绕 Nvidia 的市场叙述是它将在未来主导 GPU、数据中心和 CPU 市场。然而，这种说法可能永远不会实现。英伟达的大部分产品都在战胜竞争对手。然而，英伟达产品组合的广度是有限的，这意味着它的实际 TAM 并没有 2500亿美元那么高。有趣的是，据说英伟达在 GPU 方面领先于英特尔。然而，英特尔仍然是该领域的主导者，整体 GPU 市场份额约为 68%（离散 + 集成 GPU 市场）。在我看来，英伟达的产品组合还不够广泛，不足以击败英特尔在 GPU 和数据中心市场的主导地位（至少目前是这样）。我最近讨论了英特尔新的混合采购战略，并概述了为什么我认为英特尔仍然可以从 Nvidia 和 AMD ( AMD ) 等公司手中夺回失去的市场份额。半导体行业竞争激烈，因此，我应该无法看到 Nvidia 占据约 70% 市场份额的那一天。（即使 TAM 到 2031 年增长到约 3000亿美元）。我们在 2020 年对 Nvidia 进行了广泛的研究，我对 Nvidia 购买 ARM 的决定感到兴奋。然而，随着监管问题的不断加剧，这笔交易似乎越来越有可能失败。回到英伟达的竞争动态，AMD 和英特尔都准备在未来几个季度在英伟达主导的市场推出值得关注的产品，而英伟达也面临着被其他半导体公司超越的风险。随着英特尔、AMD 和英伟达这三个最大的半导体公司相互蚕食彼此的市场，价格战的可能性增加，这种价格战会损害利润率（盈利能力）。此外，如您所知，半导体行业具有高度周期性。考虑到半导体行业持续的供应紧缩，我们必须承认我们可能接近半导体周期的顶峰。最后，我相信 ARM 的收购对 Nvidia 的未来意义重大。然而，合并正面临监管审查，到2021 年，英伟达的收入预计约为 260亿美元（同比增长 54%）。然而，英伟达的增长有望在 2022 年大幅放缓至 12%。现在，分析师的估计可能是错误的，英伟达可能会继续快速增长。话虽如此，大数定律是真实的，TAM 是有限的。根据我对公司几个增长驱动因素（例如，游戏、人工智能、3D 设计、自动驾驶汽车等）的预测，英伟达在未来十年内实际上可以实现约 15% 的复合年增长率。随着收入基础的增加，我预计 Nvidia 的增长率将在未来十年内逐渐减少（即使继续保持技术领先地位）。*免责声明：本文由作者原创。文章内容系作者个人观点，半导体行业观察转载仅为了传达一种不同的观点，不代表半导体行业观察对该观点赞同或支持，如果有任何异议，欢迎联系半导体行业观察。今天是《半导体行业观察》为您分享的第2848内容，欢迎关注。推荐阅读★电动车爆发，半导体准备好了吗？★芯擎科技7纳米智能座舱芯片：一次性流片成功★3nm后的芯片应该怎么“连”？半导体行业观察『半导体第一垂直媒体』实时 专业 原创 深度识别二维码，回复下方关键词，阅读更多晶圆｜集成电路｜设备｜汽车芯片｜存储｜台积电｜AI｜封装回复投稿，看《如何成为“半导体行业观察”的一员 》回复搜索，还能轻松找到其他你感兴趣的文章！","news_type":1},"isVote":1,"tweetType":1,"viewCount":2084,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":818110285,"gmtCreate":1630382964647,"gmtModify":1704959474717,"author":{"id":"97234586054586","authorId":"97234586054586","name":"病书生","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"97234586054586","authorIdStr":"97234586054586"},"themes":[],"htmlText":"高领参与的股票一律不碰","listText":"高领参与的股票一律不碰","text":"高领参与的股票一律不碰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/818110285","repostId":"1149698660","repostType":4,"repost":{"id":"1149698660","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1630379422,"share":"https://www.laohu8.com/m/news/1149698660?lang=&edition=full","pubTime":"2021-08-31 11:10","market":"sh","language":"zh","title":"高瓴诠释什么叫炒“赛道股”","url":"https://stock-news.laohu8.com/highlight/detail?id=1149698660","media":"华尔街见闻","summary":"随着A股热门赛道龙头公司财报逐渐披露，私募巨头高瓴资本再一次展示了它的“钞能力”。\n8月30日，“光伏茅”隆基股份披露的半年报显示，上半年实现营业收入350.98亿元，同比增长74.26％；实现归属于","content":"<p>随着A股热门赛道龙头公司财报逐渐披露，私募巨头高瓴资本再一次展示了它的“钞能力”。</p>\n<p>8月30日，“光伏茅”<a href=\"https://laohu8.com/S/601012\">隆基股份</a>披露的半年报显示，上半年实现营业收入350.98亿元，同比增长74.26％；实现归属于上市公司股东净利润49.93亿元，同比增长21.30％。</p>\n<p>报告显示，高瓴位列隆基股份第三大股东，二季度持股比例未变，仍为5.85%，<b>但由于6月底隆基股份每股转增股份0.4股的转增股，截至6月末，高瓴持有隆基股份股数达到3.17亿股。</b></p>\n<p><img src=\"https://static.tigerbbs.com/db8cb152a9e1e5b84d563db8a16511e1\" tg-width=\"640\" tg-height=\"678\" referrerpolicy=\"no-referrer\"></p>\n<p>按照隆基股份周一（8月30日）收盘价97.3元每股计算，高瓴持有隆基股份市值超过308亿元。而据公告显示，去年12月19日，隆基股份股东李春安通过协议转让的方式，向高瓴资本转让其持有的6%公司股份，每股转让价格为70元，交易对价总额为158.41亿元。</p>\n<p><b>这意味着，8个多月的时间里，高瓴在隆基股份上赚了近150亿元。</b></p>\n<p>作为光伏行业龙头之一，隆基股份股价自8月20日以来强势反弹，从最低77元一路走高，周一更是大涨7.15%，创下历史新高，市值突破5000亿。</p>\n<p>今日光伏板块集体回调，隆基股份一度大跌8%，<a href=\"https://laohu8.com/S/603063\">禾望电气</a>、<a href=\"https://laohu8.com/S/002335\">科华数据</a>、福斯特等跌停。</p>\n<p><img src=\"https://static.tigerbbs.com/065bb04c3c10a4e03c0d0f2ddc516fad\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><b>高瓴布局碳中和 <a href=\"https://laohu8.com/S/300750\">宁德时代</a>浮盈200亿</b></p>\n<p>高瓴在宁德时代的投资收益也颇丰。</p>\n<p>2020年7月17日，宁德时代定增募资197亿元，当时共计有9名股东参与认购了宁德时代的定增，其中高瓴资本百亿入股，认购了6211.1801万股，认购价格161元。</p>\n<p><b>按照宁德时代周一（8月30日）505元每股的收盘价计算，高瓴这笔投资的回报率超过200%，不考虑今年二季度的减持话，浮盈达到213亿。</b></p>\n<p>据宁德时代上周披露的半年报，今年第二季度，包括多个机构投资者选择纷减持套现，其中高瓴资本减持798.94万股。</p>\n<p>在高瓴减持的二季度，宁德时代市值突破万亿元，股价在6月底达到475元，假设高瓴是在最高位减持，那么这笔投资的浮盈也达到211亿。</p>\n<p><img src=\"https://static.tigerbbs.com/1f338232b66947619e77b665427d1869\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><b>据<a href=\"https://laohu8.com/S/CHN\">中国基金</a>报统计，截至6月底，高瓴及其旗下二级私募礼仁在A股共计持有17只股票，合计金额达740亿元。</b></p>\n<p>其中隆基股份为第一重仓股，宁德时代位居其后。截至二季末，高瓴持有隆基股份和宁德时代市值达520亿元，占A股持仓超7成。此外，不仅高瓴的二级投资团队在碳中和上布局了隆基、通威、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、小鹏、<a href=\"https://laohu8.com/S/03868\">信义能源</a>等公司，高瓴的一级团队还投资了碳阻迹、爱科农、蓝晶生物等企业。</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>高瓴诠释什么叫炒“赛道股”</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高瓴诠释什么叫炒“赛道股”\n</h2>\n\n<h4 class=\"meta\">\n\n2021-08-31 11:10 北京时间&nbsp;&nbsp;&nbsp;<strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>随着A股热门赛道龙头公司财报逐渐披露，私募巨头高瓴资本再一次展示了它的“钞能力”。\n8月30日，“光伏茅”隆基股份披露的半年报显示，上半年实现营业收入350.98亿元，同比增长74.26％；实现归属于上市公司股东净利润49.93亿元，同比增长21.30％。\n报告显示，高瓴位列隆基股份第三大股东，二季度持股比例未变，仍为5.85%，但由于6月底隆基股份每股转增股份0.4股的转增股，截至6月末，高瓴...</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":{"300750":"宁德时代","601012":"隆基绿能","NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149698660","content_text":"随着A股热门赛道龙头公司财报逐渐披露，私募巨头高瓴资本再一次展示了它的“钞能力”。\n8月30日，“光伏茅”隆基股份披露的半年报显示，上半年实现营业收入350.98亿元，同比增长74.26％；实现归属于上市公司股东净利润49.93亿元，同比增长21.30％。\n报告显示，高瓴位列隆基股份第三大股东，二季度持股比例未变，仍为5.85%，但由于6月底隆基股份每股转增股份0.4股的转增股，截至6月末，高瓴持有隆基股份股数达到3.17亿股。\n\n按照隆基股份周一（8月30日）收盘价97.3元每股计算，高瓴持有隆基股份市值超过308亿元。而据公告显示，去年12月19日，隆基股份股东李春安通过协议转让的方式，向高瓴资本转让其持有的6%公司股份，每股转让价格为70元，交易对价总额为158.41亿元。\n这意味着，8个多月的时间里，高瓴在隆基股份上赚了近150亿元。\n作为光伏行业龙头之一，隆基股份股价自8月20日以来强势反弹，从最低77元一路走高，周一更是大涨7.15%，创下历史新高，市值突破5000亿。\n今日光伏板块集体回调，隆基股份一度大跌8%，禾望电气、科华数据、福斯特等跌停。\n\n高瓴布局碳中和 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11:10","market":"sh","language":"zh","title":"高瓴诠释什么叫炒“赛道股”","url":"https://stock-news.laohu8.com/highlight/detail?id=1149698660","media":"华尔街见闻","summary":"随着A股热门赛道龙头公司财报逐渐披露，私募巨头高瓴资本再一次展示了它的“钞能力”。\n8月30日，“光伏茅”隆基股份披露的半年报显示，上半年实现营业收入350.98亿元，同比增长74.26％；实现归属于","content":"<p>随着A股热门赛道龙头公司财报逐渐披露，私募巨头高瓴资本再一次展示了它的“钞能力”。</p>\n<p>8月30日，“光伏茅”<a href=\"https://laohu8.com/S/601012\">隆基股份</a>披露的半年报显示，上半年实现营业收入350.98亿元，同比增长74.26％；实现归属于上市公司股东净利润49.93亿元，同比增长21.30％。</p>\n<p>报告显示，高瓴位列隆基股份第三大股东，二季度持股比例未变，仍为5.85%，<b>但由于6月底隆基股份每股转增股份0.4股的转增股，截至6月末，高瓴持有隆基股份股数达到3.17亿股。</b></p>\n<p><img src=\"https://static.tigerbbs.com/db8cb152a9e1e5b84d563db8a16511e1\" tg-width=\"640\" tg-height=\"678\" referrerpolicy=\"no-referrer\"></p>\n<p>按照隆基股份周一（8月30日）收盘价97.3元每股计算，高瓴持有隆基股份市值超过308亿元。而据公告显示，去年12月19日，隆基股份股东李春安通过协议转让的方式，向高瓴资本转让其持有的6%公司股份，每股转让价格为70元，交易对价总额为158.41亿元。</p>\n<p><b>这意味着，8个多月的时间里，高瓴在隆基股份上赚了近150亿元。</b></p>\n<p>作为光伏行业龙头之一，隆基股份股价自8月20日以来强势反弹，从最低77元一路走高，周一更是大涨7.15%，创下历史新高，市值突破5000亿。</p>\n<p>今日光伏板块集体回调，隆基股份一度大跌8%，<a href=\"https://laohu8.com/S/603063\">禾望电气</a>、<a href=\"https://laohu8.com/S/002335\">科华数据</a>、福斯特等跌停。</p>\n<p><img src=\"https://static.tigerbbs.com/065bb04c3c10a4e03c0d0f2ddc516fad\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><b>高瓴布局碳中和 <a href=\"https://laohu8.com/S/300750\">宁德时代</a>浮盈200亿</b></p>\n<p>高瓴在宁德时代的投资收益也颇丰。</p>\n<p>2020年7月17日，宁德时代定增募资197亿元，当时共计有9名股东参与认购了宁德时代的定增，其中高瓴资本百亿入股，认购了6211.1801万股，认购价格161元。</p>\n<p><b>按照宁德时代周一（8月30日）505元每股的收盘价计算，高瓴这笔投资的回报率超过200%，不考虑今年二季度的减持话，浮盈达到213亿。</b></p>\n<p>据宁德时代上周披露的半年报，今年第二季度，包括多个机构投资者选择纷减持套现，其中高瓴资本减持798.94万股。</p>\n<p>在高瓴减持的二季度，宁德时代市值突破万亿元，股价在6月底达到475元，假设高瓴是在最高位减持，那么这笔投资的浮盈也达到211亿。</p>\n<p><img src=\"https://static.tigerbbs.com/1f338232b66947619e77b665427d1869\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n<p><b>据<a href=\"https://laohu8.com/S/CHN\">中国基金</a>报统计，截至6月底，高瓴及其旗下二级私募礼仁在A股共计持有17只股票，合计金额达740亿元。</b></p>\n<p>其中隆基股份为第一重仓股，宁德时代位居其后。截至二季末，高瓴持有隆基股份和宁德时代市值达520亿元，占A股持仓超7成。此外，不仅高瓴的二级投资团队在碳中和上布局了隆基、通威、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>、小鹏、<a href=\"https://laohu8.com/S/03868\">信义能源</a>等公司，高瓴的一级团队还投资了碳阻迹、爱科农、蓝晶生物等企业。</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>高瓴诠释什么叫炒“赛道股”</title>\n<style 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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":{"300750":"宁德时代","601012":"隆基绿能","NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149698660","content_text":"随着A股热门赛道龙头公司财报逐渐披露，私募巨头高瓴资本再一次展示了它的“钞能力”。\n8月30日，“光伏茅”隆基股份披露的半年报显示，上半年实现营业收入350.98亿元，同比增长74.26％；实现归属于上市公司股东净利润49.93亿元，同比增长21.30％。\n报告显示，高瓴位列隆基股份第三大股东，二季度持股比例未变，仍为5.85%，但由于6月底隆基股份每股转增股份0.4股的转增股，截至6月末，高瓴持有隆基股份股数达到3.17亿股。\n\n按照隆基股份周一（8月30日）收盘价97.3元每股计算，高瓴持有隆基股份市值超过308亿元。而据公告显示，去年12月19日，隆基股份股东李春安通过协议转让的方式，向高瓴资本转让其持有的6%公司股份，每股转让价格为70元，交易对价总额为158.41亿元。\n这意味着，8个多月的时间里，高瓴在隆基股份上赚了近150亿元。\n作为光伏行业龙头之一，隆基股份股价自8月20日以来强势反弹，从最低77元一路走高，周一更是大涨7.15%，创下历史新高，市值突破5000亿。\n今日光伏板块集体回调，隆基股份一度大跌8%，禾望电气、科华数据、福斯特等跌停。\n\n高瓴布局碳中和 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