消费电子股走弱瑞声科技(02018)跌超4% 台积电下修全年半导体行业增速

金吾资讯04-19

金吾财讯 | 消费电子概念早盘集体走弱。截至发稿，瑞声科技(02018)跌4.12%，舜宇光学科技(02382)跌3.33%，比亚迪电子(00285)跌3.45%。消息面上，台积电发布2024年一季度财务业绩，下修2024年半导体行业增速。公司表示成熟节点当前需求较为低迷，智能手机需求缓慢复苏，PC 触底反弹但复苏缓慢，传统服务器需求不温不火，IoT 和消费类需求持续低迷，汽车库存持续修正，公司...

网页链接

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。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2428571479?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-04-19 09:56","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2428571479","market":"us","top_or_hot":-1,"title":"消费电子股走弱 瑞声科技(02018)跌超4% 台积电下修全年半导体行业增速","media":"金吾资讯","content":"<div>\n<p>金吾财讯 | 消费电子概念早盘集体走弱。截至发稿，瑞声科技(02018)跌4.12%，舜宇光学科技(02382)跌3.33%，比亚迪电子(00285)跌3.45%。消息面上，台积电发布2024年一季度财务业绩，下修2024年半导体行业增速。公司表示成熟节点当前需求较为低迷，智能手机需求缓慢复苏，PC 触底反弹但复苏缓慢，传统服务器需求不温不火，IoT 和消费类需求持续低迷，汽车库存持续修正，公司...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404190957068b38579a&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","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>消费电子股走弱 瑞声科技(02018)跌超4% 台积电下修全年半导体行业增速</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消费电子股走弱 瑞声科技(02018)跌超4% 台积电下修全年半导体行业增速\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-19 09:56 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404190957068b38579a&s=b><strong>金吾资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>金吾财讯 | 消费电子概念早盘集体走弱。截至发稿，瑞声科技(02018)跌4.12%，舜宇光学科技(02382)跌3.33%，比亚迪电子(00285)跌3.45%。消息面上，台积电发布2024年一季度财务业绩，下修2024年半导体行业增速。公司表示成熟节点当前需求较为低迷，智能手机需求缓慢复苏，PC 触底反弹但复苏缓慢，传统服务器需求不温不火，IoT 和消费类需求持续低迷，汽车库存持续修正，公司...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404190957068b38579a&s=b\">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":"LU2237443622.USD","symbol_name":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404190957068b38579a&s=b","article_id":"2428571479","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404190957068b38579a&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2428571479","pubTimestamp":1713491813,"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"金吾财讯 | 消费电子概念早盘集体走弱。截至发稿，瑞声科技(02018)跌4.12%，舜宇光学科技(02382)跌3.33%，比亚迪电子(00285)跌3.45%。消息面上，台积电发布2024年一季度财务业绩，下修2024年半导体行业增速。公司表示成熟节点当前需求较为低迷，智能手机需求缓慢复苏，PC 触底反弹但复苏缓慢，传统服务器需求不温不火，IoT 和消费类需求持续低迷，汽车库存持续修正，公司下修2024 年全年不含存储器在内的半导体行业增速至 10%（此前预计超 10%），下修代工行业增速至 15-20%（此前预计 20%）。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","BK4527":"明星科技股","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","BK4588":"碎股","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","BK4141":"半导体产品","BK4526":"热门中概股","BK4550":"红杉资本持仓","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4503":"景林资产持仓","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","03145":"华夏亚洲高息股","BK4505":"高瓴资本持仓","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","BK4581":"高盛持仓","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","TSM":"台积电","BK4512":"苹果概念","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","02018":"瑞声科技","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","BK4548":"巴美列捷福持仓","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","BK4591":"室温超导概念","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","BK4585":"ETF&股票定投概念","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC"},"translate_title":"Consumer electronics stocks weakened AAC Technologies (02018) fell more than 4% TSMC revised down the growth rate of the semiconductor industry for the whole year","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"TSM":1,"02018":0.9,"03145":0.6},"content_text":"金吾财讯 | 消费电子概念早盘集体走弱。截至发稿，瑞声科技(02018)跌4.12%，舜宇光学科技(02382)跌3.33%，比亚迪电子(00285)跌3.45%。消息面上，台积电发布2024年一季度财务业绩，下修2024年半导体行业增速。公司表示成熟节点当前需求较为低迷，智能手机需求缓慢复苏，PC 触底反弹但复苏缓慢，传统服务器需求不温不火，IoT 和消费类需求持续低迷，汽车库存持续修正，公司下修2024 年全年不含存储器在内的半导体行业增速至 10%（此前预计超 10%），下修代工行业增速至 15-20%（此前预计 20%）。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":0},"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,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","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/2428571479"}

消费电子股走弱 瑞声科技(02018)跌超4% 台积电下修全年半导体行业增速

精彩评论

消费电子股走弱瑞声科技(02018)跌超4% 台积电下修全年半导体行业增速