大摩高喊抄底半导体:缺地缺电都不是问题,已批项目都供不过来
明星股动态
15:09
免责声明:本文观点仅代表作者个人观点,不构成本平台的投资建议,本平台不对文章信息准确性、完整性和及时性做出任何保证,亦不对因使用或信赖文章信息引发的任何损失承担责任。
分享至
微信
复制链接
精彩评论
我们需要你的真知灼见来填补这片空白
打开APP,发表看法
APP内打开
发表看法
{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohunote.com/m/news/1189904344?lang=zh_CN&edition=full","thumbnail":"https://news-video-sg.skytigris.cn/videos/covers/5251.webp","is_english":false,"pubTime":"2026-11-11 15:09","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"1189904344","market":"us","top_or_hot":-1,"title":"大摩高喊抄底半导体:缺地缺电都不是问题,已批项目都供不过来","media":"明星股动态","content":"<video poster=\"https://static.tigerbbs.com/ea4fa4767809b9d3d64f6416cda64ccd\" tg-width=\"486\" tg-height=\"864\" class=\"ql-video te-video-limit\" controls=\"true\" id=\"te-video-f9b6ccd5e7f84507af42f80506dfe8a2\" controlslist=\"nodownload\" playsinline=\"true\" webkit-playsinline=\"true\" width=\"486\" height=\"864\"><source src=\"https://news-video-sg.skytigris.cn/videos/remotion/5251/render_5251_1794380654715.mp4\"></video>","source":null,"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>大摩高喊抄底半导体:缺地缺电都不是问题,已批项目都供不过来</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大摩高喊抄底半导体:缺地缺电都不是问题,已批项目都供不过来\n</h2>\n\n<h4 class=\"meta\">\n\n2026-11-11 15:09 北京时间 <strong>明星股动态</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p></p>\n\n<a href=\"\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"MUG","symbol_name":"Leverage Shares 2X Long MU Daily ETF","start_time":0,"source_url":"","article_id":"1189904344","we_media_id":"1094124336","thumbnails":["https://news-video-sg.skytigris.cn/videos/covers/5251.webp"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1189904344","pubTimestamp":1794380979,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"明星股动态","introduction":"特斯拉、英伟达及其他龙头股新闻汇总","home_visible":1,"id":"1094124336","head_image":"https://static.tigerbbs.com/61bded2355cdaeec5fba4b1bd87f97c4"},"summary":"","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"MUG":"Leverage Shares 2X Long MU Daily ETF","AVGO":"博通","AMA":"Defiance Daily Target 2X Long AMAT ETF","INT":"2倍做多INTC ETF-Corgi","AMAU":"Leverage Shares 2X Long AMAT Daily ETF","MULL":"2倍做多MU ETF-GraniteShares","AVGC":"2倍做多AVGO ETF-Corgi","ASMG":"2倍做多ASML ETF- Leverage Shares","AMDC":"Corgi AMD 2x Daily ETF","AVGG":"2倍做多AVGO ETF-Leverage Shares","INTW":"2倍做多INTC ETF-GraniteShares","AMDD":"1倍做空AMD ETF-Direxion","NXPX":"Tradr 2X Long NXPI Daily ETF","ASMU":"Direxion Daily ASML Bull 2X ETF","AVGU":"2倍做多AVGO ETF-GraniteShares","AMDG":"2倍做多AMD ETF- Leverage Shares","NVYY":"GraniteShares YieldBOOST NVDA ETF","NXPG":"Leverage Shares 2X Long NXPI Daily ETF","ASMZ":"Corgi ASML 2x Daily ETF","AMDL":"2倍做多AMD ETF-GraniteShares","ANV":"GraniteShares Autocallable NVDA ETF","MU":"美光科技","AVGW":"Roundhill AVGO WeeklyPay ETF","AVGX":"2倍做多AVGO ETF-Defiance","INYY":"YieldMax INTC Option Income Strategy ETF","SWKS":"思佳讯","AMDW":"Roundhill AMD WeeklyPay ETF","INTC":"英特尔","TSMG":"2倍做多TSM ETF- Leverage Shares","AMDY":"AMD期权收益策略ETF-YieldMax","AVL":"2倍做多AVGO ETF-Direxion","TSMU":"2倍做多TSM ETF-GraniteShares","TWSC":"Corgi TSM 2x Daily ETF","STSM":"Defiance Daily Target 2X Short TSM ETF","TSMX":"2倍做多TSM ETF-Direxion","TSMY":"TSM期权收益策略ETF-YieldMax","TXN":"德州仪器","TSMZ":"1倍做空TSM ETF-Direxion","MIC":"2倍做多MU ETF-Corgi","TSM":"台积电","NVDA":"英伟达","07388":"南方两倍做空英伟达","NVII":"Rex NVDA Growth & Income ETF","LINT":"Direxion Daily INTC Bull 2X ETF","TXNU":"Direxion Daily TXN Bull 2X ETF","AMD":"美国超微公司","MUU":"2倍做多MU ETF-Direxion","NVDY":"NVDA期权收益策略ETF-YieldMax","QCMD":"1倍做空QCOM ETF-Direxion","NVDX":"2倍做多NVDA ETF-T-Rex","MUYY":"GraniteShares YieldBOOSTMU ETF","NVDW":"NVDA周配息ETF-Roundhill","QCML":"2倍做多QCOM ETF-GraniteShares","NVDU":"2倍做多NVDA ETF-Direxion","MUZ":"2倍做空MU ETF-Defiance","QCMU":"2倍做多QCOM ETF-Direxion","NVDS":"1.5倍做空NVDA ETF-Tradr","NVDQ":"2倍做空NVDA ETF-T-Rex","SMH":"半导体指数ETF-HOLDRs","AVS":"1倍做空AVGO ETF-Direxion","APMI":"Corgi AMAT 2x Daily ETF","AMAT":"应用材料","NVDL":"2倍做多NVDA ETF-GraniteShares","NVDG":"2倍做多NVDA ETF- Leverage Shares","QCOM":"高通","NVDD":"1倍做空NVDA ETF-Direxion","ASX":"日月光半导体","NXPI":"恩智浦","AMUU":"2倍做多AMD ETF-Direxion","NVDB":"ProShares Ultra NVDA ETF","NVD":"2倍做空NVDA ETF-GraniteShares","NVC":"Corgi NVDA 2x Daily ETF","07788":"南方两倍做多英伟达","AMYY":"GraniteShares YieldBOOST AMD ETF","DIPS":"做空NVDA期权收益策略ETF-YieldMax","ASML":"阿斯麦","DAMD":"2倍做空AMD ETF-Defiance","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","MUD":"1倍做空MU ETF-Direxion"},"translate_title":"Morgan Stanley calls for bottom-fishing in semiconductors: Land and electricity shortages aren't problems; even approved projects can't supply enough.","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"NXPI":2,"QCOM":2,"AMDC":0.6,"NVDX":0.6,"TXN":2,"ASX":2,"07788":0.6,"AMA":0.6,"NVDW":0.6,"INT":0.6,"AMAT":2,"07388":0.6,"XLNX":2,"AMYY":0.6,"AMAU":0.6,"QCMD":0.6,"AVGO":2,"NVDB":0.6,"NVDG":0.6,"MU":2,"TWSC":0.6,"ASML":2,"NXPG":0.6,"STSM":0.6,"AMDL":0.6,"AMD":2,"ANV":0.6,"AVGU":0.6,"AVGX":0.6,"APMI":0.6,"NVDD":0.6,"NVDY":0.6,"AVGG":0.6,"AMUU":0.6,"NVYY":0.6,"SWKS":2,"MUYY":0.6,"SMH":2,"AVL":0.6,"NXPX":0.6,"AMDY":0.6,"MUU":0.6,"MULL":0.6,"AMDG":0.6,"NVDL":0.6,"TSMG":0.6,"MUD":0.6,"TSMU":0.6,"DIPS":0.6,"ASMZ":0.6,"NVDU":0.6,"NVDO":0.6,"TXNU":0.6,"AVGC":0.6,"TSMY":0.6,"ASMU":0.6,"MIC":0.6,"TSMX":0.6,"TSM":2,"ASMG":0.6,"AMDW":0.6,"TSMZ":0.6,"INYY":0.6,"NVDQ":0.6,"INTW":0.6,"MUG":0.6,"AVGW":0.6,"NVII":0.6,"AVS":0.6,"NVC":0.6,"NVD":0.6,"QCML":0.6,"INTC":2,"NVDS":0.6,"NVDA":2,"MUZ":0.6,"LINT":0.6,"DAMD":0.6,"QCMU":0.6,"AMDD":0.6},"content_text":null,"kind":"video","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"1","news_tag":"videos","news_rank":0,"isVideo":true,"video":{"duration":166,"video_url":"https://news-video-sg.skytigris.cn/videos/remotion/5251/render_5251_1794380654715.mp4","video_thumbnail":"https://static.tigerbbs.com/ea4fa4767809b9d3d64f6416cda64ccd","audio_url":"https://news-video-sg.skytigris.cn/videos/remotion/5251/tts/voiceover_8e26e0401f91d1e4f8855f5f.mp3","isAI":true},"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.53.0","shortVersion":"4.53.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1189904344","isCrawlerRequest":true}
精彩评论