SummerRest的个人主页 - 老虎社区

SummerRest

暂无个人介绍

IP属地：上海

29关注

2粉丝

0主题

0勋章

2021-10-13

这个人不懂确大放厥词

抱歉，原内容已删除

2017-06-19

请教，末日期权什么鬼？

周五查了好久网上都没有说明，小心为见把期权全清了。。

请教，末日期权什么鬼？

2017-06-17

末日期权啥意思？为啥有这个？

比如我买的2017.9.15到期京东40美元的call，是不是过了今天要么行权要么废纸？这样有啥意义？请前辈们指点，谢谢

末日期权啥意思？为啥有这个？

2017-05-18

看涨

$阿里巴巴(BABA)$ 跌下来就是机会，买了点看

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":134525408864275,"uuid":"134525408864275","gmtCreate":1460565950919,"gmtModify":1487574278331,"name":"SummerRest","pinyin":"summerrest","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":29,"tweetSize":4,"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":5,"symbols":null,"coverImage":null,"realNameVerified":"success","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":"93.57%","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":"93.56%","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":"2021.12.20","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":5,"crmLevelSwitch":0,"location":"上海","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":822291558,"gmtCreate":1634133027885,"gmtModify":1634133027885,"author":{"id":"134525408864275","authorId":"134525408864275","name":"SummerRest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这个人不懂确大放厥词","listText":"这个人不懂确大放厥词","text":"这个人不懂确大放厥词","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/822291558","repostId":"2174136232","repostType":2,"isVote":1,"tweetType":1,"viewCount":1071,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":67098,"gmtCreate":1497879658382,"gmtModify":1704877902737,"author":{"id":"134525408864275","authorId":"134525408864275","name":"SummerRest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"请教，末日期权什么鬼？","htmlText":"周五查了好久网上都没有说明，小心为见把期权全清了。。","listText":"周五查了好久网上都没有说明，小心为见把期权全清了。。","text":"周五查了好久网上都没有说明，小心为见把期权全清了。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/67098","isVote":1,"tweetType":1,"viewCount":6370,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"20727972514030","authorId":"20727972514030","name":"Tony特别帅","avatar":"https://static.tigerbbs.com/61f671464b0bc8103579e8d0e2197c48","crmLevel":1,"crmLevelSwitch":0},"content":"就是本周到期的期权","text":"就是本周到期的期权","html":"就是本周到期的期权"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":66832,"gmtCreate":1497628908211,"gmtModify":1704877872559,"author":{"id":"134525408864275","authorId":"134525408864275","name":"SummerRest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"末日期权啥意思？为啥有这个？","htmlText":"比如我买的2017.9.15到期京东40美元的call，是不是过了今天要么行权要么废纸？这样有啥意义？请前辈们指点，谢谢","listText":"比如我买的2017.9.15到期京东40美元的call，是不是过了今天要么行权要么废纸？这样有啥意义？请前辈们指点，谢谢","text":"比如我买的2017.9.15到期京东40美元的call，是不是过了今天要么行权要么废纸？这样有啥意义？请前辈们指点，谢谢","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/66832","isVote":1,"tweetType":1,"viewCount":1920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":60071,"gmtCreate":1495106964910,"gmtModify":1704877011584,"author":{"id":"134525408864275","authorId":"134525408864275","name":"SummerRest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"看涨","htmlText":"$阿里巴巴(BABA)$ 跌下来就是机会，买了点看","listText":"$阿里巴巴(BABA)$ 跌下来就是机会，买了点看","text":"$阿里巴巴(BABA)$ 跌下来就是机会，买了点看","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/60071","isVote":1,"tweetType":1,"viewCount":1216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":67098,"gmtCreate":1497879658382,"gmtModify":1704877902737,"author":{"id":"134525408864275","authorId":"134525408864275","name":"SummerRest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"请教，末日期权什么鬼？","htmlText":"周五查了好久网上都没有说明，小心为见把期权全清了。。","listText":"周五查了好久网上都没有说明，小心为见把期权全清了。。","text":"周五查了好久网上都没有说明，小心为见把期权全清了。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/67098","isVote":1,"tweetType":1,"viewCount":6370,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"20727972514030","authorId":"20727972514030","name":"Tony特别帅","avatar":"https://static.tigerbbs.com/61f671464b0bc8103579e8d0e2197c48","crmLevel":1,"crmLevelSwitch":0},"content":"就是本周到期的期权","text":"就是本周到期的期权","html":"就是本周到期的期权"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":66832,"gmtCreate":1497628908211,"gmtModify":1704877872559,"author":{"id":"134525408864275","authorId":"134525408864275","name":"SummerRest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"末日期权啥意思？为啥有这个？","htmlText":"比如我买的2017.9.15到期京东40美元的call，是不是过了今天要么行权要么废纸？这样有啥意义？请前辈们指点，谢谢","listText":"比如我买的2017.9.15到期京东40美元的call，是不是过了今天要么行权要么废纸？这样有啥意义？请前辈们指点，谢谢","text":"比如我买的2017.9.15到期京东40美元的call，是不是过了今天要么行权要么废纸？这样有啥意义？请前辈们指点，谢谢","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/66832","isVote":1,"tweetType":1,"viewCount":1920,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":60071,"gmtCreate":1495106964910,"gmtModify":1704877011584,"author":{"id":"134525408864275","authorId":"134525408864275","name":"SummerRest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"看涨","htmlText":"$阿里巴巴(BABA)$ 跌下来就是机会，买了点看","listText":"$阿里巴巴(BABA)$ 跌下来就是机会，买了点看","text":"$阿里巴巴(BABA)$ 跌下来就是机会，买了点看","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/60071","isVote":1,"tweetType":1,"viewCount":1216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":822291558,"gmtCreate":1634133027885,"gmtModify":1634133027885,"author":{"id":"134525408864275","authorId":"134525408864275","name":"SummerRest","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这个人不懂确大放厥词","listText":"这个人不懂确大放厥词","text":"这个人不懂确大放厥词","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/822291558","repostId":"2174136232","repostType":2,"repost":{"id":"2174136232","pubTimestamp":1634043487,"share":"https://www.laohu8.com/m/news/2174136232?lang=&edition=full","pubTime":"2021-10-12 20:58","market":"hk","language":"zh","title":"全球“缺芯”危机蔓延，阿斯麦(ASML.US)明年市值能超5000亿美元吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=2174136232","media":"智通财经","summary":"智通财经APP获悉，受疫情影响，全球芯片短缺持续蔓延。作为向芯片制造业提供高端设备的龙头企业，阿斯麦越来越受到投资者的关注。阿斯麦是全球唯一一家能制造极紫外光刻机的厂商，台积电等公司需要这种设备来制造最小、最精密的芯片。每台EUV光刻机有超过10万个零件，成本为1.5亿美元。市值超5000亿美元不是梦？Hogarth周二在《人工智能现状》年度报告中预测，阿斯麦明年的市值将从目前的3020亿美元攀升至5000多亿美元。","content":"<html><body><p>智通财经APP获悉，受疫情影响，全球芯片短缺持续蔓延。作为向芯片制造业提供高端设备的龙头企业，<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>(ASML.US)越来越受到投资者的关注。</p><p>阿斯麦是全球唯一一家能制造极紫外光刻机(EUV光刻机)的厂商，<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.US)等公司需要这种设备来制造最小、最精密的芯片。每台EUV光刻机有超过10万个零件，成本为1.5亿美元。</p><p><strong>市值超5000亿美元不是梦？</strong></p><p>风投公司Air Street Capital创始人兼普通合伙人Nathan Benaich和人工智能专家Ian \nHogarth周二在《人工智能现状》(State of AI)年度报告中预测，阿斯麦明年的市值将从目前的3020亿美元攀升至5000多亿美元。</p><p>Hogarth表示，在疫情导致全球芯片短缺后，几家芯片公司的股价飙升，但阿斯麦的股价仍有一些增长空间。</p><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>目前的市值为5210亿美元，台积电的市值为5330亿美元。</p><p>Hogarth指出，阿斯麦的市值比不上英伟达(NVDA.US)或台积电等公司，这是因为阿斯麦在欧洲，那里的高科技公司的市值略低，而且它的技术并不被大多数投资者知晓。</p><p>\"在半导体对全球供应链越来越重要的趋势下，人们在投资时寻求alpha，而阿斯麦似乎是一个有优势的候选标的，\" Hogarth称。</p><p>目前，世界上绝大多数的芯片都是在亚洲制造的。Hogart表示，随着越来越多的国家计划建立本土的芯片供应链，减少对其他国家的依赖，这将推动阿斯麦的增长。</p><p>上个月，阿斯麦上调了财务预期，并表示，由于市场对其产品的需求旺盛，该公司到2030年的年收入增幅将达到11%左右。</p><p>在一份市场更新报告中，阿斯麦估计，到2025年，公司收入将达到240亿至300亿欧元(280亿至350亿美元)，毛利率将高达55%。而此前的预测是，今年的收入在150亿至240亿欧元之间，毛利率至少为50%。</p><p>阿斯麦表示，“电子行业的全球大趋势”，加上“高利润和快速创新的生态系统”，预计将继续推动整个半导体市场的增长。</p><p>在过去的12个月里，阿斯麦在阿姆斯特丹证券交易所的股价从328欧元涨到了上周五的646欧元，在9月23日达到了753欧元的峰值。</p><p><strong>分析师怎么看？</strong></p><p>然而，并非所有人都如此乐观 。</p><p>New Street Research分析师认为，由于受到EUV光刻机供应的限制，阿斯麦在2022年的上行空间“有限”。New Street \nResearch对阿斯麦的未来五年前景持乐观态度，但将其股票评级下调至“中性”。</p><p>此外，<a href=\"https://laohu8.com/S/UBS\">瑞银</a>对阿斯麦的股票评级为“中性”。该行分析师表示:“我们仍然高度相信阿斯麦中期的增长潜力，但我们很难看到其股价在未来12个月内大幅上涨。”</p><p>Hogarth认为分析师忽视了“地缘政治因素”，也没有意识到各国在半导体领域花了多少钱来建立自己的技术主权。</p><p>去年，Benaich和Hogarth预测，英伟达收购英国芯片设计公司Arm的交易将被监管机构阻止。 \n在他们做出预测后不久，世界各地的监管机构宣布了对该交易的一系列调查，目前仍在进行中。</p><p>今年，他们还预测，人工智能半导体行业将出现一波“整合浪潮”，“Graphcore、Cerebras、SambaNova、Groq或Mythic至少有一家公司被大型科技公司或半导体公司收购。”</p></body></html>","source":"stock_zhitongcaijing","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>全球“缺芯”危机蔓延，阿斯麦(ASML.US)明年市值能超5000亿美元吗?</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全球“缺芯”危机蔓延，阿斯麦(ASML.US)明年市值能超5000亿美元吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-12 20:58 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/573418.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，受疫情影响，全球芯片短缺持续蔓延。作为向芯片制造业提供高端设备的龙头企业，阿斯麦(ASML.US)越来越受到投资者的关注。阿斯麦是全球唯一一家能制造极紫外光刻机(EUV光刻机)的厂商，台积电(TSM.US)等公司需要这种设备来制造最小、最精密的芯片。每台EUV光刻机有超过10万个零件，成本为1.5亿美元。市值超5000亿美元不是梦？风投公司Air Street Capital...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/573418.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/cdebdfe62273ac806dc3a657b1ca6182","relate_stocks":{"03165":"华夏欧优股对冲","ASML":"阿斯麦"},"source_url":"http://www.zhitongcaijing.com/content/detail/573418.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2174136232","content_text":"智通财经APP获悉，受疫情影响，全球芯片短缺持续蔓延。作为向芯片制造业提供高端设备的龙头企业，阿斯麦(ASML.US)越来越受到投资者的关注。阿斯麦是全球唯一一家能制造极紫外光刻机(EUV光刻机)的厂商，台积电(TSM.US)等公司需要这种设备来制造最小、最精密的芯片。每台EUV光刻机有超过10万个零件，成本为1.5亿美元。市值超5000亿美元不是梦？风投公司Air Street Capital创始人兼普通合伙人Nathan Benaich和人工智能专家Ian \nHogarth周二在《人工智能现状》(State of AI)年度报告中预测，阿斯麦明年的市值将从目前的3020亿美元攀升至5000多亿美元。Hogarth表示，在疫情导致全球芯片短缺后，几家芯片公司的股价飙升，但阿斯麦的股价仍有一些增长空间。英伟达目前的市值为5210亿美元，台积电的市值为5330亿美元。Hogarth指出，阿斯麦的市值比不上英伟达(NVDA.US)或台积电等公司，这是因为阿斯麦在欧洲，那里的高科技公司的市值略低，而且它的技术并不被大多数投资者知晓。\"在半导体对全球供应链越来越重要的趋势下，人们在投资时寻求alpha，而阿斯麦似乎是一个有优势的候选标的，\" Hogarth称。目前，世界上绝大多数的芯片都是在亚洲制造的。Hogart表示，随着越来越多的国家计划建立本土的芯片供应链，减少对其他国家的依赖，这将推动阿斯麦的增长。上个月，阿斯麦上调了财务预期，并表示，由于市场对其产品的需求旺盛，该公司到2030年的年收入增幅将达到11%左右。在一份市场更新报告中，阿斯麦估计，到2025年，公司收入将达到240亿至300亿欧元(280亿至350亿美元)，毛利率将高达55%。而此前的预测是，今年的收入在150亿至240亿欧元之间，毛利率至少为50%。阿斯麦表示，“电子行业的全球大趋势”，加上“高利润和快速创新的生态系统”，预计将继续推动整个半导体市场的增长。在过去的12个月里，阿斯麦在阿姆斯特丹证券交易所的股价从328欧元涨到了上周五的646欧元，在9月23日达到了753欧元的峰值。分析师怎么看？然而，并非所有人都如此乐观 。New Street Research分析师认为，由于受到EUV光刻机供应的限制，阿斯麦在2022年的上行空间“有限”。New Street \nResearch对阿斯麦的未来五年前景持乐观态度，但将其股票评级下调至“中性”。此外，瑞银对阿斯麦的股票评级为“中性”。该行分析师表示:“我们仍然高度相信阿斯麦中期的增长潜力，但我们很难看到其股价在未来12个月内大幅上涨。”Hogarth认为分析师忽视了“地缘政治因素”，也没有意识到各国在半导体领域花了多少钱来建立自己的技术主权。去年，Benaich和Hogarth预测，英伟达收购英国芯片设计公司Arm的交易将被监管机构阻止。 \n在他们做出预测后不久，世界各地的监管机构宣布了对该交易的一系列调查，目前仍在进行中。今年，他们还预测，人工智能半导体行业将出现一波“整合浪潮”，“Graphcore、Cerebras、SambaNova、Groq或Mythic至少有一家公司被大型科技公司或半导体公司收购。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1071,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}