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BC鳄鱼

BC鳄鱼

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IP属地：上海

16关注

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0勋章

12-07

说说你对这篇新闻的看法...

分析师预计Meta在削减元宇宙业务后股价将上涨20%以上

11-24

说说你对这篇新闻的看法...

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01-07

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台积电(TSM.US)股价创新高! 需求火爆的AI GPU与AI ASIC都离不开它

01-01

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异动解读 | 莫德纳公司盘中股价大涨5.12%,反映市场对其疫苗及业务前景的看好

2024-12-07

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异动解读 | BioNTech SE股价盘中大涨5.47% 公司业绩和估值支撑估值修复

2024-12-06

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异动解读 | 莫德纳股价盘中大涨5.04%,疫苗出口带动业绩提升引发市场追捧

2024-09-16

$上证指数(000001.SH)$

2024-06-22

$Quantumscape Corp.(QS)$

2024-06-12

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抱歉，原内容已删除

2024-05-03

$Moderna, Inc.(MRNA)$

2024-01-18

$上证指数(000001.SH)$

2024-01-13

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铡刀落地！花旗裁员2万人

2024-01-09

$Solid Power, Inc(SLDP)$

2024-01-05

$Solid Power, Inc(SLDP)$

2024-01-05

$Quantumscape Corp.(QS)$ QS 今天涨40%，大众的确认证明技术已经过关， 50万公里几乎没有衰减。只有规模化问题，两年内应该上100

2023-10-26

$Quantumscape Corp.(QS)$ 今天财报，看看进展如何

2023-09-15

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汽车工人罢工的大赢家——特斯拉

2023-09-13

$上证指数(000001.SH)$

2023-08-09

$智利矿业化工(SQM)$

2023-07-27

$Quantumscape Corp.(QS)$ 大家对QSE-5有什么感觉？

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251205212635a4cef554&s=b><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：环球市场播报华尔街的分析师们在媒体报道Meta计划削减其元宇宙部门后，普遍做出了积极的回应。在相关报道发布后，Meta的股价周四上涨了5%。该报道援引知情人士的话称，公司高管正考虑将该部门的预算削减高达30%。该报道称，裁员可能会影响Meta的虚拟现实部门，并且很可能包括裁员。分析师们对这一消息表示欢迎，称这表明该公司的财务纪律仍在发挥作用，并且Meta已确保其持续关注效率和增长。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251205212635a4cef554&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc 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ASIC“最核心代工厂”的台积电股价自12月以来持续反弹，并且该股上攻之势似乎远未停止。</strong></p><p>此外，关于5nm及以下的芯片代工合约价格以及CoWoS等先进芯片封装价格大幅上涨的前景，也是台积电近期股价大幅反弹的核心催化剂。据媒体报道，<strong>台积电2025年将针对3nm、5nm以及即将量产的2nm先进芯片制程订单进行价格调整，代工价格涨幅预计在3%到8%之间，特别是与AI相关高性能计算芯片代工订单涨幅可能达到8%到10%;台积电还计划对CoWoS等2.5D/3D先进封装服务进行更大幅度的涨价，涨幅预计在15%到20%之间。</strong></p><p>台积电目前为全球最大规模的合同芯片代工厂商，随着布局AI的狂热浪潮未见降温之势且继续席卷全球，其客户英伟达以及AMD、博通等芯片巨头，已经从市场对于AI最核心基础设施——AI芯片的激增趋势中受益。这些芯片巨头对台积电的芯片代工合约规模激增，进而推动台积电自去年以来业绩持续超预期强劲扩张，这也是台积电台股以及美股ADR股价自去年以来屡创新高的重要逻辑支撑。</p><p><strong>台积电长期以来是苹果、英伟达、AMD以及博通等无晶圆(Fabless)芯片设计公司最核心的芯片制造商，尤其是为英伟达以及AMD等芯片巨头所代工的数据中心服务器端AI芯片，以及为<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>以及<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>等科技大厂量身制造的AI ASIC芯片，被认为对驱动ChatGPT、Sora等生成式AI工具背后庞大的人工智能训练/推理系统最为关键的核心硬件基础设施。</strong></p><p>台积电凭借在芯片制造领域数十年造芯技术积淀，以及长期处于芯片制造技术改良与创新的全球最前沿(开创FinFET时代，并且推动2nm GAA时代开启)，以领先全球芯片制造商的先进制程和封装技术，以及超高良率长期以来霸占全球绝大多数芯片代工订单，尤其是5nm及以下先进制程的芯片代工订单。</p><p>更重要的是，台积电当前凭借其领先业界的2.5D以及3D chiplet先进封装吃下市场几乎所有5nm及以下制程高端芯片封装订单，并且先进封装产能远无法满足需求，<strong>英伟达H100/H200长期以来供不应求，以及Blackwell产能，正是全面受限于台积电2.5D级别的 CoWoS封装产能。目前苹果、AMD等芯片巨头转向台积电3D级别的先进封装产能，或将进一步推动台积电先进封装产能供不应求。</strong></p><p>当前AI芯片需求可谓无比强劲，未来很长一段时间可能也是如此。AMD首席执行官苏姿丰近日在新品发布会上表示，包括AI GPU在内的数据中心AI芯片需求规模远远超出预期，并且预计到2027年，数据中心AI芯片市场规模将达到4000亿美元，并在2028年进一步升至5000亿美元，意味着从2023年末至2028年间全球数据中心AI芯片市场规模的年复合增长率有望超过60%。</p><p>AI ASIC引发新一轮芯片股投资浪潮，台积电堪称最大赢家</p><p>全球大型AI数据中心以太网交换机芯片，以及AI硬件领域AI ASIC芯片的最核心供应力量——博通(AVGO.US)，自2023年以来成为资金围绕人工智能的这股史无前例投资浪潮的核心焦点，其投资热度长期以来仅次于AI芯片霸主英伟达。在12月公布强劲增长的业绩以及对于AI ASIC芯片市场极度乐观的展望预期之后，其股价在美股单日暴涨超20%，市值一举超过一万亿美元这一重要里程碑。</p><p><strong>博通用实打实的业绩证明不仅英伟达AI GPU需求无比旺盛，另一种截然不同的AI最核心基础硬件的路线——AI ASIC需求可能比AI GPU需求增速更强劲，</strong>并且以一己之力吸引全球资金涌入与AI ASIC相关的投资板块——比如A股市场与AI ASIC概念高度相关的个股，以及参与博通或者迈威尔AI ASIC芯片产业链的上市公司——比如有着“芯片代工之王”称号的台积电以及总部位于日本的AI ASIC芯片测试设备制造商爱德万测试(Advantest)，联手博通打造出的最典型AI ASIC——TPU(Tensor Processing Unit)的谷歌，还有对于chiplet先进封装至关重要的Hybrid Bonding领域设备供应商BE Semiconductor。</p><p>博通12月公布的业绩报告显示，博通的AI相关营收(数据中心以太网芯片+AI ASIC)同比猛增220%，全财年累计达到122亿美元。更重磅的是，博通首席执行官陈福阳(Hock Tan)在业绩电话会议上表示，人工智能产品营收将在2025财年第一季度同比增长65%，远快于该公司约10%的整体半导体业务增速，并且预计到2027财年，其为全球数据中心运营商们所打造的AI组件(以太网芯片+AI ASIC)潜在市场规模将高达900亿美元。陈福阳在电话会议上强调：“未来三年，AI芯片的相关机遇无比广阔大。”</p><p>华尔街大行<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>近日在一份报告中表示，台积电及其供应链伙伴(比如ASE、KYEC等)将从AI ASIC设计与制造的快速增长中受益。<strong>目前AI ASIC领域的两大核心主导力量——博通以及<a href=\"https://laohu8.com/S/MRVL\">迈威尔科技</a>，均为台积电大客户，毫不夸张地说，它们的AI ASIC芯片产能可以说完全依赖台积电在，这也是摩根士丹利看涨台积电台股价格至1388新台币这一远超当前台股的核心逻辑。</strong></p><p><strong>“公司正与大型云计算客户们合作开发定制化的AI芯片，我们目前有三家超大规模云客户，他们已经制定了自己的多代‘AI XPU’路线图，计划在未来三年内以不同速度部署。我们相信，到2027年，他们每家都计划在单一架构上部署100万XPU集群。</strong>”博通CEO陈福阳表示。这里的XPU指代的是“扩展性强”的处理器架构，通常指代是除英伟达AI GPU之外的AI ASIC、FPGA以及其他的定制化AI加速器硬件。</p><p>华尔街看涨台积电，美股ADR甚至有望冲向250美元大关</p><p>华尔街大行<a href=\"https://laohu8.com/S/GS\">高盛</a>表示，台积电大概率将在即将召开的分析师会议上调整其长期增长目标，主要受惠于5nm及以下的先进制程强劲需求，特别是与人工智能相关的芯片带动需求持续强劲。<strong> 目前，该公司管理层预计 2021 年至 2026 年期间的收入复合年增长率(CAGR)为 15%-20%。 鉴于市场前景良好，高盛预计这一目标有望上调，或者延续至未来五年。</strong></p><p>针对市场对台积电在美国扩张计划的担忧，高盛在最新报告中指出，目前计划中的第二、第三座美国晶圆厂预计分别在2028年和2030年投入量产，台积电管理层或将在分析师会议上更新相关进展，并且高盛预计美国第一座晶圆厂2025年有望斩获苹果以及英伟达等美国科技巨头的一部分芯片订单。</p><p><strong>同时，高盛认为台积电的竞争环境更加有利，因<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>和<a href=\"https://laohu8.com/S/INTC\">英特尔</a> 在向3nm、4nm或者5nm级别的先进制程节点过渡时面临芯片良率困难，因此高盛预计今年起，3nm及5nm高端芯片制程节点的价格将上调中高个位数，而先进封装技术(CoWoS以及3D封装)价格或上调至少15%。在价格上升的背景下，高盛估计台积电今年毛利率将升至59.3%，相对于去年为56.1%。</strong></p><p>高盛在最新报告中将台积电目标价上调，<strong>12 个月内目标价从 1320 新台币上调至1355新台币。 截至周一台股收盘，台积电台股价格大涨4.56%，至1125 新台币/股。此外，高盛将台积电美股ADR目标价从248美元上调至254美元，重申“买入”评级</strong>，以及重申该股被纳入高盛的“确信买入”名单。如上所示，另一华尔街大行摩根士丹利则看涨台积电台股价格至1388新台币，主要逻辑在于台积电手握需求无比旺盛的AI ASIC几乎所有产能。</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\" 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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台积电(TSM.US)股价创新高! 需求火爆的AI GPU与AI ASIC都离不开它\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-06 23:06 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1234093.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，有着“芯片代工之王”称号的芯片制造巨头台积电(TSM.US)股价在美股盘初大涨超6%，创下历史新高，截至发稿，台积电美股ADR价格涨4.42%，至217.88美元。得益于苹果iPhone16高端机型带来的庞大A系列芯片订单，博通、迈威尔近期财报透露出的AI GPU最强大竞品——AI ASIC无比强劲的需求，以及英伟达AI 服务器核心代工厂商鸿海透露出的Blackwell架构AI...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1234093.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU0056508442.USD":"贝莱德世界科技基金A2","LU1854103824.USD":"M&G (LUX) POSITIVE IMPACT \"A\" (USD) INC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) 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GPU最强大竞品——AI ASIC无比强劲的需求，以及英伟达AI 服务器核心代工厂商鸿海透露出的Blackwell架构AI GPU持续炸裂的需求，苹果芯片以及AI GPU与AI ASIC“最核心代工厂”的台积电股价自12月以来持续反弹，并且该股上攻之势似乎远未停止。此外，关于5nm及以下的芯片代工合约价格以及CoWoS等先进芯片封装价格大幅上涨的前景，也是台积电近期股价大幅反弹的核心催化剂。据媒体报道，台积电2025年将针对3nm、5nm以及即将量产的2nm先进芯片制程订单进行价格调整，代工价格涨幅预计在3%到8%之间，特别是与AI相关高性能计算芯片代工订单涨幅可能达到8%到10%;台积电还计划对CoWoS等2.5D/3D先进封装服务进行更大幅度的涨价，涨幅预计在15%到20%之间。台积电目前为全球最大规模的合同芯片代工厂商，随着布局AI的狂热浪潮未见降温之势且继续席卷全球，其客户英伟达以及AMD、博通等芯片巨头，已经从市场对于AI最核心基础设施——AI芯片的激增趋势中受益。这些芯片巨头对台积电的芯片代工合约规模激增，进而推动台积电自去年以来业绩持续超预期强劲扩张，这也是台积电台股以及美股ADR股价自去年以来屡创新高的重要逻辑支撑。台积电长期以来是苹果、英伟达、AMD以及博通等无晶圆(Fabless)芯片设计公司最核心的芯片制造商，尤其是为英伟达以及AMD等芯片巨头所代工的数据中心服务器端AI芯片，以及为谷歌、微软以及亚马逊等科技大厂量身制造的AI ASIC芯片，被认为对驱动ChatGPT、Sora等生成式AI工具背后庞大的人工智能训练/推理系统最为关键的核心硬件基础设施。台积电凭借在芯片制造领域数十年造芯技术积淀，以及长期处于芯片制造技术改良与创新的全球最前沿(开创FinFET时代，并且推动2nm GAA时代开启)，以领先全球芯片制造商的先进制程和封装技术，以及超高良率长期以来霸占全球绝大多数芯片代工订单，尤其是5nm及以下先进制程的芯片代工订单。更重要的是，台积电当前凭借其领先业界的2.5D以及3D chiplet先进封装吃下市场几乎所有5nm及以下制程高端芯片封装订单，并且先进封装产能远无法满足需求，英伟达H100/H200长期以来供不应求，以及Blackwell产能，正是全面受限于台积电2.5D级别的 CoWoS封装产能。目前苹果、AMD等芯片巨头转向台积电3D级别的先进封装产能，或将进一步推动台积电先进封装产能供不应求。当前AI芯片需求可谓无比强劲，未来很长一段时间可能也是如此。AMD首席执行官苏姿丰近日在新品发布会上表示，包括AI GPU在内的数据中心AI芯片需求规模远远超出预期，并且预计到2027年，数据中心AI芯片市场规模将达到4000亿美元，并在2028年进一步升至5000亿美元，意味着从2023年末至2028年间全球数据中心AI芯片市场规模的年复合增长率有望超过60%。AI ASIC引发新一轮芯片股投资浪潮，台积电堪称最大赢家全球大型AI数据中心以太网交换机芯片，以及AI硬件领域AI ASIC芯片的最核心供应力量——博通(AVGO.US)，自2023年以来成为资金围绕人工智能的这股史无前例投资浪潮的核心焦点，其投资热度长期以来仅次于AI芯片霸主英伟达。在12月公布强劲增长的业绩以及对于AI ASIC芯片市场极度乐观的展望预期之后，其股价在美股单日暴涨超20%，市值一举超过一万亿美元这一重要里程碑。博通用实打实的业绩证明不仅英伟达AI GPU需求无比旺盛，另一种截然不同的AI最核心基础硬件的路线——AI ASIC需求可能比AI GPU需求增速更强劲，并且以一己之力吸引全球资金涌入与AI ASIC相关的投资板块——比如A股市场与AI ASIC概念高度相关的个股，以及参与博通或者迈威尔AI ASIC芯片产业链的上市公司——比如有着“芯片代工之王”称号的台积电以及总部位于日本的AI ASIC芯片测试设备制造商爱德万测试(Advantest)，联手博通打造出的最典型AI ASIC——TPU(Tensor Processing Unit)的谷歌，还有对于chiplet先进封装至关重要的Hybrid Bonding领域设备供应商BE Semiconductor。博通12月公布的业绩报告显示，博通的AI相关营收(数据中心以太网芯片+AI ASIC)同比猛增220%，全财年累计达到122亿美元。更重磅的是，博通首席执行官陈福阳(Hock Tan)在业绩电话会议上表示，人工智能产品营收将在2025财年第一季度同比增长65%，远快于该公司约10%的整体半导体业务增速，并且预计到2027财年，其为全球数据中心运营商们所打造的AI组件(以太网芯片+AI ASIC)潜在市场规模将高达900亿美元。陈福阳在电话会议上强调：“未来三年，AI芯片的相关机遇无比广阔大。”华尔街大行摩根士丹利近日在一份报告中表示，台积电及其供应链伙伴(比如ASE、KYEC等)将从AI ASIC设计与制造的快速增长中受益。目前AI ASIC领域的两大核心主导力量——博通以及迈威尔科技，均为台积电大客户，毫不夸张地说，它们的AI ASIC芯片产能可以说完全依赖台积电在，这也是摩根士丹利看涨台积电台股价格至1388新台币这一远超当前台股的核心逻辑。“公司正与大型云计算客户们合作开发定制化的AI芯片，我们目前有三家超大规模云客户，他们已经制定了自己的多代‘AI XPU’路线图，计划在未来三年内以不同速度部署。我们相信，到2027年，他们每家都计划在单一架构上部署100万XPU集群。”博通CEO陈福阳表示。这里的XPU指代的是“扩展性强”的处理器架构，通常指代是除英伟达AI GPU之外的AI ASIC、FPGA以及其他的定制化AI加速器硬件。华尔街看涨台积电，美股ADR甚至有望冲向250美元大关华尔街大行高盛表示，台积电大概率将在即将召开的分析师会议上调整其长期增长目标，主要受惠于5nm及以下的先进制程强劲需求，特别是与人工智能相关的芯片带动需求持续强劲。 目前，该公司管理层预计 2021 年至 2026 年期间的收入复合年增长率(CAGR)为 15%-20%。 鉴于市场前景良好，高盛预计这一目标有望上调，或者延续至未来五年。针对市场对台积电在美国扩张计划的担忧，高盛在最新报告中指出，目前计划中的第二、第三座美国晶圆厂预计分别在2028年和2030年投入量产，台积电管理层或将在分析师会议上更新相关进展，并且高盛预计美国第一座晶圆厂2025年有望斩获苹果以及英伟达等美国科技巨头的一部分芯片订单。同时，高盛认为台积电的竞争环境更加有利，因三星电子和英特尔 在向3nm、4nm或者5nm级别的先进制程节点过渡时面临芯片良率困难，因此高盛预计今年起，3nm及5nm高端芯片制程节点的价格将上调中高个位数，而先进封装技术(CoWoS以及3D封装)价格或上调至少15%。在价格上升的背景下，高盛估计台积电今年毛利率将升至59.3%，相对于去年为56.1%。高盛在最新报告中将台积电目标价上调，12 个月内目标价从 1320 新台币上调至1355新台币。 截至周一台股收盘，台积电台股价格大涨4.56%，至1125 新台币/股。此外，高盛将台积电美股ADR目标价从248美元上调至254美元，重申“买入”评级，以及重申该股被纳入高盛的“确信买入”名单。如上所示，另一华尔街大行摩根士丹利则看涨台积电台股价格至1388新台币，主要逻辑在于台积电手握需求无比旺盛的AI ASIC几乎所有产能。","news_type":1,"symbols_score_info":{"ON":1,"TSM":1,"03145":0.6}},"isVote":1,"tweetType":1,"viewCount":1949,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387584713638232,"gmtCreate":1735665494520,"gmtModify":1735665496234,"author":{"id":"3432678226901632","authorId":"3432678226901632","name":"BC鳄鱼","avatar":"https://static.tigerbbs.com/a94660d55211889332f8fdb70c5da3e6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3432678226901632","authorIdStr":"3432678226901632"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387584713638232","repostId":"1155862229","repostType":2,"repost":{"id":"1155862229","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1735658311,"share":"https://www.laohu8.com/m/news/1155862229?lang=zh_CN&edition=full","pubTime":"2024-12-31 23:18","market":"us","language":"zh","title":"异动解读 | 莫德纳公司盘中股价大涨5.12%,反映市场对其疫苗及业务前景的看好","url":"https://stock-news.laohu8.com/highlight/detail?id=1155862229","media":"异动解读","summary":"莫德纳(MRNA)公司今日盘中股价大涨5.12%,引发了市场的广泛关注。\n\n作为首家获批的Covid-19疫苗生产商,莫德纳的mRNA技术已经在疫苗领域获得了成功应用。而近期市场人士预期,该公司在传染病、癌症和罕见病等其他疾病领域也可能凭借mRNA平台技术取得进展,从而推动其长期业务增长。  \n\n据公开资料,莫德纳目前有40个基于mRNA平台的药物处于临床试验阶段,覆盖多个重点治疗领域。投资者对其广阔的管线和潜在发展前景持乐观态度,也可能推动了股价的上涨。","content":"<p>莫德纳(MRNA)公司今日盘中股价大涨5.12%,引发了市场的广泛关注。</p>\n\n<p>作为首家获批的Covid-19疫苗生产商,莫德纳的mRNA技术已经在疫苗领域获得了成功应用。而近期市场人士预期,该公司在传染病、癌症和罕见病等其他疾病领域也可能凭借mRNA平台技术取得进展,从而推动其长期业务增长。</p>  \n\n<p>据公开资料,莫德纳目前有40个基于mRNA平台的药物处于临床试验阶段,覆盖多个重点治疗领域。投资者对其广阔的管线和潜在发展前景持乐观态度,也可能推动了股价的上涨。</p>","source":"ai_movement_cn","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>异动解读 | 莫德纳公司盘中股价大涨5.12%,反映市场对其疫苗及业务前景的看好</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异动解读 | 莫德纳公司盘中股价大涨5.12%,反映市场对其疫苗及业务前景的看好\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2024-12-31 23:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>莫德纳(MRNA)公司今日盘中股价大涨5.12%,引发了市场的广泛关注。</p>\n\n<p>作为首家获批的Covid-19疫苗生产商,莫德纳的mRNA技术已经在疫苗领域获得了成功应用。而近期市场人士预期,该公司在传染病、癌症和罕见病等其他疾病领域也可能凭借mRNA平台技术取得进展,从而推动其长期业务增长。</p>  \n\n<p>据公开资料,莫德纳目前有40个基于mRNA平台的药物处于临床试验阶段,覆盖多个重点治疗领域。投资者对其广阔的管线和潜在发展前景持乐观态度,也可能推动了股价的上涨。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155862229","content_text":"莫德纳(MRNA)公司今日盘中股价大涨5.12%,引发了市场的广泛关注。\n作为首家获批的Covid-19疫苗生产商,莫德纳的mRNA技术已经在疫苗领域获得了成功应用。而近期市场人士预期,该公司在传染病、癌症和罕见病等其他疾病领域也可能凭借mRNA平台技术取得进展,从而推动其长期业务增长。\n据公开资料,莫德纳目前有40个基于mRNA平台的药物处于临床试验阶段,覆盖多个重点治疗领域。投资者对其广阔的管线和潜在发展前景持乐观态度,也可能推动了股价的上涨。","news_type":1,"symbols_score_info":{"MRNA":1}},"isVote":1,"tweetType":1,"viewCount":1928,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":378852109770840,"gmtCreate":1733518476998,"gmtModify":1733518479550,"author":{"id":"3432678226901632","authorId":"3432678226901632","name":"BC鳄鱼","avatar":"https://static.tigerbbs.com/a94660d55211889332f8fdb70c5da3e6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3432678226901632","authorIdStr":"3432678226901632"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378852109770840","repostId":"1138153628","repostType":2,"repost":{"id":"1138153628","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1733500022,"share":"https://www.laohu8.com/m/news/1138153628?lang=zh_CN&edition=full","pubTime":"2024-12-06 23:47","market":"us","language":"zh","title":"异动解读 | BioNTech SE股价盘中大涨5.47% 公司业绩和估值支撑估值修复","url":"https://stock-news.laohu8.com/highlight/detail?id=1138153628","media":"异动解读","summary":"BioNTech SE(BNTX)今日盘中股价大涨5.47%,引发市场热议。公司股价近期持续走强,主要得益于以下几个方面的利好因素:\n\n一方面,公司最新财报数据表现不俗,营收和净利润超出市场预期。公司目前的营业收入为13.67亿美元,净利润为2.18亿美元,每股收益0.91美元,毛利达11.71亿美元。这得益于公司先进的生物技术在新冠疫苗和肿瘤免疫疗法等领域的成功应用,释放出长期增长潜力。\n\n另一方面,机构分析师对该股评级总体较为乐观,76%的券商给予买入评级,认为公司前景广阔有望持续获利增长。公司目前的市盈率为-57.33倍,估值水平不高,这也支撑了股价近期的修复走势。","content":"<p>BioNTech SE(BNTX)今日盘中股价大涨5.47%,引发市场热议。公司股价近期持续走强,主要得益于以下几个方面的利好因素:</p>\n\n<p>一方面,公司最新财报数据表现不俗,营收和净利润超出市场预期。公司目前的营业收入为13.67亿美元,净利润为2.18亿美元,每股收益0.91美元,毛利达11.71亿美元。这得益于公司先进的生物技术在新冠疫苗和肿瘤免疫疗法等领域的成功应用,释放出长期增长潜力。</p>\n\n<p>另一方面,机构分析师对该股评级总体较为乐观,76%的券商给予买入评级,认为公司前景广阔有望持续获利增长。公司目前的市盈率为-57.33倍,估值水平不高,这也支撑了股价近期的修复走势。</p>","source":"ai_movement_cn","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>异动解读 | BioNTech SE股价盘中大涨5.47% 公司业绩和估值支撑估值修复</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; 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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异动解读 | BioNTech SE股价盘中大涨5.47% 公司业绩和估值支撑估值修复\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2024-12-06 23:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>BioNTech SE(BNTX)今日盘中股价大涨5.47%,引发市场热议。公司股价近期持续走强,主要得益于以下几个方面的利好因素:</p>\n\n<p>一方面,公司最新财报数据表现不俗,营收和净利润超出市场预期。公司目前的营业收入为13.67亿美元,净利润为2.18亿美元,每股收益0.91美元,毛利达11.71亿美元。这得益于公司先进的生物技术在新冠疫苗和肿瘤免疫疗法等领域的成功应用,释放出长期增长潜力。</p>\n\n<p>另一方面,机构分析师对该股评级总体较为乐观,76%的券商给予买入评级,认为公司前景广阔有望持续获利增长。公司目前的市盈率为-57.33倍,估值水平不高,这也支撑了股价近期的修复走势。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BNTX":"BioNTech SE"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138153628","content_text":"BioNTech SE(BNTX)今日盘中股价大涨5.47%,引发市场热议。公司股价近期持续走强,主要得益于以下几个方面的利好因素:\n一方面,公司最新财报数据表现不俗,营收和净利润超出市场预期。公司目前的营业收入为13.67亿美元,净利润为2.18亿美元,每股收益0.91美元,毛利达11.71亿美元。这得益于公司先进的生物技术在新冠疫苗和肿瘤免疫疗法等领域的成功应用,释放出长期增长潜力。\n另一方面,机构分析师对该股评级总体较为乐观,76%的券商给予买入评级,认为公司前景广阔有望持续获利增长。公司目前的市盈率为-57.33倍,估值水平不高,这也支撑了股价近期的修复走势。","news_type":1,"symbols_score_info":{"BNTX":1}},"isVote":1,"tweetType":1,"viewCount":2596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":378369050702224,"gmtCreate":1733417982279,"gmtModify":1733417985149,"author":{"id":"3432678226901632","authorId":"3432678226901632","name":"BC鳄鱼","avatar":"https://static.tigerbbs.com/a94660d55211889332f8fdb70c5da3e6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3432678226901632","authorIdStr":"3432678226901632"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378369050702224","repostId":"1121849256","repostType":2,"repost":{"id":"1121849256","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1733416947,"share":"https://www.laohu8.com/m/news/1121849256?lang=zh_CN&edition=full","pubTime":"2024-12-06 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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>异动解读 | 莫德纳股价盘中大涨5.04%,疫苗出口带动业绩提升引发市场追捧</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; 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style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2024-12-06 00:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>莫德纳公司今日股价盘中出现大涨,最高涨幅达到5.04%,引发了投资者的广泛关注。</p>\n\n<p>作为mRNA新冠疫苗的主要供应商之一,近期疫苗出口订单的大量增加、产能的提高以及良好的销售收入等因素都为莫德纳公司的业绩带来正面支撑。这也使得公司业绩表现出色,受到了投资者的追捧,推动股价出现今日的大涨行情。</p>\n\n<p>除了疫苗业务外,莫德纳公司在其他领域如肿瘤学、心血管疾病等也在积极推进新药研发,未来发展前景广阔。投资者对公司长期增长的信心因此得到了进一步的提升,从而引发了资金净流入,最终推动了公司股价的攀升。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121849256","content_text":"莫德纳公司今日股价盘中出现大涨,最高涨幅达到5.04%,引发了投资者的广泛关注。\n作为mRNA新冠疫苗的主要供应商之一,近期疫苗出口订单的大量增加、产能的提高以及良好的销售收入等因素都为莫德纳公司的业绩带来正面支撑。这也使得公司业绩表现出色,受到了投资者的追捧,推动股价出现今日的大涨行情。\n除了疫苗业务外,莫德纳公司在其他领域如肿瘤学、心血管疾病等也在积极推进新药研发,未来发展前景广阔。投资者对公司长期增长的信心因此得到了进一步的提升,从而引发了资金净流入,最终推动了公司股价的攀升。","news_type":1,"symbols_score_info":{"MRNA":1}},"isVote":1,"tweetType":1,"viewCount":1989,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":349778605900008,"gmtCreate":1726423158514,"gmtModify":1726423159441,"author":{"id":"3432678226901632","authorId":"3432678226901632","name":"BC鳄鱼","avatar":"https://static.tigerbbs.com/a94660d55211889332f8fdb70c5da3e6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3432678226901632","authorIdStr":"3432678226901632"},"themes":[],"htmlText":"<a 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08:20","market":"us","language":"zh","title":"铡刀落地！花旗裁员2万人","url":"https://stock-news.laohu8.com/highlight/detail?id=2403229905","media":"华尔街见闻","summary":"此前传出将大举裁员的花旗集团终于铡刀落地，该行周五公布四季度财报时表示，将裁减2万个职位，预计将节省多达25亿美元。花旗表示，裁员之后，公司整体支出预计将在中期降至510亿至530亿美元范围内。裁员计划公布后，花旗股价周五开盘短暂上涨近1%，但五分钟后就快速转跌，目前跌超1%，报51.49美元。范洁恩去年9月启动了花旗几十年来最大规模的重组，以提高回报率。","content":"<html><head></head><body><blockquote><p>花旗集团周五表示，将裁减2万个职位，预计将节省多达25亿美元，整体支出预计将在中期降至510亿至530亿美元范围内。</p></blockquote><p>此前传出将大举裁员的花旗集团终于铡刀落地，该行周五公布四季度财报时表示，将裁减2万个职位，预计将节省多达25亿美元。</p><p>这是花旗首席执行官范洁恩（Jane Fraser）组织架构调整计划的一部分。花旗表示，裁员之后，公司整体支出预计将在中期降至510亿至530亿美元范围内。与此同时，公司预计，裁员分手费和全面组织架构调整的支出将产生多达10亿美元的费用。</p><p>成本节省的前景帮助掩盖了花旗第四季度的不佳表现，花旗的固定收益交易业务在四季度交出了五年来的最差业绩，因为利率和外汇业务在年底几周内因客户活动的下滑而受到打击。该业务的收入下滑了25%，降至26亿美元。</p><p>裁员计划公布后，花旗股价周五开盘短暂上涨近1%，但五分钟后就快速转跌，目前跌超1%，报51.49美元。</p><p>范洁恩去年9月启动了花旗几十年来最大规模的重组，以提高回报率。她表示，这些举措将使银行能够消除官僚主义，将其从13个管理层精简到仅有八个。她说，这一改革将有助于提高她关注的盈利能力关键指标，即最迟2027年将有形普通股权回报率提高到至少11%。她在周五重申了这一中期指引。</p><p>最终，到2026年底，公司整体员工人数将减少6万个岗位，降至18万个。其中包括这次被裁减的2万个职位，以及在花旗将其墨西哥消费者、小型企业和中小型企业银行业务进行首次公开募股后，将离职的4万名员工。</p></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>铡刀落地！花旗裁员2万人</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铡刀落地！花旗裁员2万人\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-13 08:20 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024011300344281b76cbf&s=b><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>花旗集团周五表示，将裁减2万个职位，预计将节省多达25亿美元，整体支出预计将在中期降至510亿至530亿美元范围内。此前传出将大举裁员的花旗集团终于铡刀落地，该行周五公布四季度财报时表示，将裁减2万个职位，预计将节省多达25亿美元。这是花旗首席执行官范洁恩（Jane Fraser）组织架构调整计划的一部分。花旗表示，裁员之后，公司整体支出预计将在中期降至510亿至530亿美元范围内。与此同时，公司...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024011300344281b76cbf&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ebc0acd56ceb14a9fb9b9ad3d2a0b9e3","relate_stocks":{"LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU1267930227.SGD":"TEMPLETON GLOBAL BALANCED \"AS\" (SGD) ACC A","BK4585":"ETF&股票定投概念","BK4504":"桥水持仓","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","C":"花旗","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","BK4207":"综合性银行","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","BK4566":"资本集团","BK4588":"碎股","BK4534":"瑞士信贷持仓","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) 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Fraser）组织架构调整计划的一部分。花旗表示，裁员之后，公司整体支出预计将在中期降至510亿至530亿美元范围内。与此同时，公司预计，裁员分手费和全面组织架构调整的支出将产生多达10亿美元的费用。成本节省的前景帮助掩盖了花旗第四季度的不佳表现，花旗的固定收益交易业务在四季度交出了五年来的最差业绩，因为利率和外汇业务在年底几周内因客户活动的下滑而受到打击。该业务的收入下滑了25%，降至26亿美元。裁员计划公布后，花旗股价周五开盘短暂上涨近1%，但五分钟后就快速转跌，目前跌超1%，报51.49美元。范洁恩去年9月启动了花旗几十年来最大规模的重组，以提高回报率。她表示，这些举措将使银行能够消除官僚主义，将其从13个管理层精简到仅有八个。她说，这一改革将有助于提高她关注的盈利能力关键指标，即最迟2027年将有形普通股权回报率提高到至少11%。她在周五重申了这一中期指引。最终，到2026年底，公司整体员工人数将减少6万个岗位，降至18万个。其中包括这次被裁减的2万个职位，以及在花旗将其墨西哥消费者、小型企业和中小型企业银行业务进行首次公开募股后，将离职的4万名员工。","news_type":1,"symbols_score_info":{"C":1}},"isVote":1,"tweetType":1,"viewCount":2849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":261056877592848,"gmtCreate":1704744646841,"gmtModify":1704744647636,"author":{"id":"3432678226901632","authorId":"3432678226901632","name":"BC鳄鱼","avatar":"https://static.tigerbbs.com/a94660d55211889332f8fdb70c5da3e6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3432678226901632","authorIdStr":"3432678226901632"},"themes":[],"htmlText":"<a 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今天财报，看看进展如何","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/234446223040768","isVote":1,"tweetType":1,"viewCount":1946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":220025033936968,"gmtCreate":1694746640525,"gmtModify":1694746642595,"author":{"id":"3432678226901632","authorId":"3432678226901632","name":"BC鳄鱼","avatar":"https://static.tigerbbs.com/a94660d55211889332f8fdb70c5da3e6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3432678226901632","authorIdStr":"3432678226901632"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/220025033936968","repostId":"2367507906","repostType":2,"repost":{"id":"2367507906","kind":"news","pubTimestamp":1694742140,"share":"https://www.laohu8.com/m/news/2367507906?lang=zh_CN&edition=full","pubTime":"2023-09-15 09:42","market":"us","language":"zh","title":"汽车工人罢工的大赢家——特斯拉","url":"https://stock-news.laohu8.com/highlight/detail?id=2367507906","media":"华尔街见闻","summary":"如果美国汽车工人联合会真的发动罢工，正在向电动汽车转型的底特律 “三巨头”将遭受冲击，而特斯拉却有可能成为这场劳资纠纷的最大赢家。Munster说，底特律 “三巨头”支付给工人的工资已经比特斯拉高出38%，如果工人罢工，这一差距可能会进一步扩大。例如，通用计划在下半年生产约10万辆电动汽车，是上半年产量的两倍。关键是，罢工可能会影响通用在过去18个月推出的电动车型的产量，到目前为止，这些车型的实际产量非常少。","content":"<html><body><article><p>如果美国汽车工人联合会(UAW)真的发动罢工，正在向电动汽车转型的底特律 “三巨头”将遭受冲击，而<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>却有可能成为这场劳资纠纷的最大赢家。</p><p>据悉，特斯拉多年以来一直抵制其美国工厂组建工会，这帮助它在电动汽车领域扩大了先发优势，它很可能会成为“这场劳资谈判的赢家”, 资产管理公司Deepwater Asset Management管理合伙人Gene Munster在周四的一份说明中表示。</p><p>UAW与福特、通用以及Stellantis “三巨头”的合同将在美东时间9月14日晚上11点59分到期，距离现在只有三小时，但双方的立场仍有很大分歧。如果谈判失败，工会将在午夜时分发动“站立”罢工，针对部分未确定的工厂进行停工。UAW还表示不会延长现有合同。</p><p>Munster说：</p><p>在业务电动化转型方面，车企巨头已经处于困境，目前的UAW谈判最终将导致成本急剧上升，进一步将它们推向亏损。</p><p>福特提出在四年合同期限内加薪20%，而上次提议为9%；通用最新提出加薪18%；Stellantis 的提议是17.5%。UAW则希望，在合同期限内加薪约36%，而最初提出的年化复利涨薪率为46%。</p><p>Munster说，<strong>底特律 “三巨头”支付给工人的工资已经比特斯拉高出38%，如果工人罢工，这一差距可能会进一步扩大。</strong></p><p>值得一提的使，福特、通用和Stellantis在电动汽车盈利方面遇到了困难。比如，通用决定停产Bolt EV的部分原因是这款紧凑型电动汽车利润太单薄。为了解决这个问题，通用决定在以后使用共享电动汽车架构重新生产Bolt，以提高利润率。</p><p><a href=\"https://laohu8.com/S/MCO\">穆迪</a>也指出了三巨头在电动汽车转型路上的困境，该机构机构在最近的一份说明中说，虽然所有三家汽车制造商都有充足的流动性来应对罢工，但长期的劳资行动可能会阻碍它们在电动汽车方面的野心。</p><p>穆迪表示，虽然工人不太可能如愿大幅加薪，但新的UAW合同可能会使他们的工资最高增加20%。</p><p>穆迪还说，罢工也可能影响三大车企扩大电动汽车产量的计划。例如，通用计划在下半年生产约10万辆电动汽车，是上半年产量的两倍。关键是，罢工可能会影响通用在过去18个月推出的电动车型的产量，到目前为止，这些车型的实际产量非常少。</p><p>除此以外，福特计划，旗下最畅销的电动皮卡F-150闪电第四季度的年产量达到10万辆，而第一季度产量仅为2.4万辆。</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>汽车工人罢工的大赢家——特斯拉</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230915094756824b960f&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2063271972.USD":"富兰克林创新领域基金","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4550":"红杉资本持仓","BK4588":"碎股","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4548":"巴美列捷福持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4574":"无人驾驶","BK4551":"寇图资本持仓","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) 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21:24","market":"us","language":"zh","title":"分析师预计Meta在削减元宇宙业务后股价将上涨20%以上","url":"https://stock-news.laohu8.com/highlight/detail?id=2589389012","media":"新浪财经","summary":"来源：环球市场播报华尔街的分析师们在媒体报道Meta计划削减其元宇宙部门后，普遍做出了积极的回应。在相关报道发布后，Meta的股价周四上涨了5%。该报道援引知情人士的话称，公司高管正考虑将该部门的预算削减高达30%。该报道称，裁员可能会影响Meta的虚拟现实部门，并且很可能包括裁员。分析师们对这一消息表示欢迎，称这表明该公司的财务纪律仍在发挥作用，并且Meta已确保其持续关注效率和增长。","content":"<html><body><article><p>来源：环球市场播报</p><p>华尔街的分析师们在媒体报道<a href=\"https://laohu8.com/S/META\">Meta</a>计划削减其元宇宙部门后，普遍做出了积极的回应。</p><p>在相关报道发布后，Meta的股价周四上涨了5%。该报道援引知情人士的话称，公司高管正考虑将该部门的预算削减高达30%。该报道称，裁员可能会影响Meta的虚拟现实部门，并且很可能包括裁员。</p><p>分析师们对这一消息表示欢迎，称这表明该公司的财务纪律仍在发挥作用，并且Meta已确保其持续关注效率和增长。</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\" 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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分析师预计Meta在削减元宇宙业务后股价将上涨20%以上\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-05 21:24 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251205212635a4cef554&s=b><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：环球市场播报华尔街的分析师们在媒体报道Meta计划削减其元宇宙部门后，普遍做出了积极的回应。在相关报道发布后，Meta的股价周四上涨了5%。该报道援引知情人士的话称，公司高管正考虑将该部门的预算削减高达30%。该报道称，裁员可能会影响Meta的虚拟现实部门，并且很可能包括裁员。分析师们对这一消息表示欢迎，称这表明该公司的财务纪律仍在发挥作用，并且Meta已确保其持续关注效率和增长。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251205212635a4cef554&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc 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Inc.(MRNA)$不是MM看不明白，是让你看不明白，让出筹码","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/951130037","isVote":1,"tweetType":1,"viewCount":1880,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":503556254101992,"gmtCreate":1763966614465,"gmtModify":1763966617143,"author":{"id":"3432678226901632","authorId":"3432678226901632","name":"BC鳄鱼","avatar":"https://static.tigerbbs.com/a94660d55211889332f8fdb70c5da3e6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3432678226901632","idStr":"3432678226901632"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/503556254101992","repostId":"2585083453","repostType":2,"repost":{"id":"2585083453","kind":"live","pubTimestamp":1763964420,"share":"https://www.laohu8.com/m/news/2585083453?lang=zh_CN&edition=full","pubTime":"2025-11-24 14:07","market":"uk","language":"zh","title":"段永平：不觉得英伟达是泡沫，不要错过AI","url":"https://stock-news.laohu8.com/highlight/detail?id=2585083453","media":"Blockbeats","summary":"BlockBeats 消息，11 月 24 日，知名投资人段永平本周末与网友互动时表示，自己不觉得英伟达是泡沫，将会一直卖出看跌期权（指看好英伟达长期不会大跌，并愿意持续收取期权费用）。本月初段永平在","content":"<html><body><div><p>BlockBeats 消息，11 月 24 日，知名投资人段永平本周末与网友互动时表示，自己不觉得<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>是泡沫，将会一直卖出看跌期权（指看好英伟达长期不会大跌，并愿意持续收取期权费用）。</p><p>本月初段永平在谈及自己为何投资英伟达时表示，AI 这个东西至少要掺和下，不要错过，同时很欣赏黄仁勋，其一直在朝十多年前承诺的方向做产品。</p></div></body></html>","source":"theblockbeats_zh_live","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>段永平：不觉得英伟达是泡沫，不要错过AI</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段永平：不觉得英伟达是泡沫，不要错过AI\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-24 14:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.theblockbeats.info//flash/321700><strong>Blockbeats</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>BlockBeats 消息，11 月 24 日，知名投资人段永平本周末与网友互动时表示，自己不觉得英伟达是泡沫，将会一直卖出看跌期权（指看好英伟达长期不会大跌，并愿意持续收取期权费用）。本月初段永平在谈及自己为何投资英伟达时表示，AI 这个东西至少要掺和下，不要错过，同时很欣赏黄仁勋，其一直在朝十多年前承诺的方向做产品。</p>\n\n<a href=\"https://www.theblockbeats.info//flash/321700\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","SNVD.UK":"LS -1X NVIDIA","NVD2.UK":"2X NVIDIA ETP","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","NVD3.UK":"LS 3X NVIDIA","BK4605":"半导体精选","NVDS":"1.5倍做空NVDA ETF-Tradr","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","NVDS.UK":"LS -1X NVIDIA","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","NVDU":"2倍做多NVDA ETF-Direxion","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc 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ETF-GraniteShares"},"source_url":"https://www.theblockbeats.info//flash/321700","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2585083453","content_text":"BlockBeats 消息，11 月 24 日，知名投资人段永平本周末与网友互动时表示，自己不觉得英伟达是泡沫，将会一直卖出看跌期权（指看好英伟达长期不会大跌，并愿意持续收取期权费用）。本月初段永平在谈及自己为何投资英伟达时表示，AI 这个东西至少要掺和下，不要错过，同时很欣赏黄仁勋，其一直在朝十多年前承诺的方向做产品。","news_type":1,"symbols_score_info":{"NVDY":0.6,"3NVD.UK":0.6,"SNVD.UK":0.6,"NVDL":0.6,"NVD2.UK":0.6,"NVDS.UK":0.6,"NVD":0.6,"2NVD.UK":0.6,"NVIW.SI":0.6,"NVDX":0.6,"NVD3.UK":0.6,"NVDA":1.5,"NVDD":0.6,"NVDS":0.6,"NVDU":0.6}},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":389893055082544,"gmtCreate":1736196357511,"gmtModify":1736196359673,"author":{"id":"3432678226901632","authorId":"3432678226901632","name":"BC鳄鱼","avatar":"https://static.tigerbbs.com/a94660d55211889332f8fdb70c5da3e6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3432678226901632","idStr":"3432678226901632"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389893055082544","repostId":"2501172255","repostType":2,"repost":{"id":"2501172255","kind":"news","pubTimestamp":1736176017,"share":"https://www.laohu8.com/m/news/2501172255?lang=zh_CN&edition=full","pubTime":"2025-01-06 23:06","market":"us","language":"zh","title":"台积电(TSM.US)股价创新高! 需求火爆的AI GPU与AI ASIC都离不开它","url":"https://stock-news.laohu8.com/highlight/detail?id=2501172255","media":"智通财经","summary":"智通财经APP获悉，有着“芯片代工之王”称号的芯片制造巨头台积电股价在美股盘初大涨超6%，创下历史新高，截至发稿，台积电美股ADR价格涨4.42%，至217.88美元。博通12月公布的业绩报告显示，博通的AI相关营收同比猛增220%，全财年累计达到122亿美元。华尔街大行摩根士丹利近日在一份报告中表示，台积电及其供应链伙伴将从AI ASIC设计与制造的快速增长中受益。","content":"<html><body><p>智通财经APP获悉，有着“芯片代工之王”称号的芯片制造巨头<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.US)股价在美股盘初大涨超6%，创下历史新高，截至发稿，台积电美股ADR价格涨4.42%，至217.88美元。得益于<a href=\"https://laohu8.com/S/AAPL\">苹果</a>iPhone16高端机型带来的庞大A系列芯片订单，<strong><a href=\"https://laohu8.com/S/AVGO\">博通</a>、迈威尔近期财报透露出的AI GPU最强大竞品——AI ASIC无比强劲的需求，以及<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>AI 服务器核心代工厂商鸿海透露出的Blackwell架构AI GPU持续炸裂的需求，苹果芯片以及AI GPU与AI ASIC“最核心代工厂”的台积电股价自12月以来持续反弹，并且该股上攻之势似乎远未停止。</strong></p><p>此外，关于5nm及以下的芯片代工合约价格以及CoWoS等先进芯片封装价格大幅上涨的前景，也是台积电近期股价大幅反弹的核心催化剂。据媒体报道，<strong>台积电2025年将针对3nm、5nm以及即将量产的2nm先进芯片制程订单进行价格调整，代工价格涨幅预计在3%到8%之间，特别是与AI相关高性能计算芯片代工订单涨幅可能达到8%到10%;台积电还计划对CoWoS等2.5D/3D先进封装服务进行更大幅度的涨价，涨幅预计在15%到20%之间。</strong></p><p>台积电目前为全球最大规模的合同芯片代工厂商，随着布局AI的狂热浪潮未见降温之势且继续席卷全球，其客户英伟达以及AMD、博通等芯片巨头，已经从市场对于AI最核心基础设施——AI芯片的激增趋势中受益。这些芯片巨头对台积电的芯片代工合约规模激增，进而推动台积电自去年以来业绩持续超预期强劲扩张，这也是台积电台股以及美股ADR股价自去年以来屡创新高的重要逻辑支撑。</p><p><strong>台积电长期以来是苹果、英伟达、AMD以及博通等无晶圆(Fabless)芯片设计公司最核心的芯片制造商，尤其是为英伟达以及AMD等芯片巨头所代工的数据中心服务器端AI芯片，以及为<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>以及<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>等科技大厂量身制造的AI ASIC芯片，被认为对驱动ChatGPT、Sora等生成式AI工具背后庞大的人工智能训练/推理系统最为关键的核心硬件基础设施。</strong></p><p>台积电凭借在芯片制造领域数十年造芯技术积淀，以及长期处于芯片制造技术改良与创新的全球最前沿(开创FinFET时代，并且推动2nm GAA时代开启)，以领先全球芯片制造商的先进制程和封装技术，以及超高良率长期以来霸占全球绝大多数芯片代工订单，尤其是5nm及以下先进制程的芯片代工订单。</p><p>更重要的是，台积电当前凭借其领先业界的2.5D以及3D chiplet先进封装吃下市场几乎所有5nm及以下制程高端芯片封装订单，并且先进封装产能远无法满足需求，<strong>英伟达H100/H200长期以来供不应求，以及Blackwell产能，正是全面受限于台积电2.5D级别的 CoWoS封装产能。目前苹果、AMD等芯片巨头转向台积电3D级别的先进封装产能，或将进一步推动台积电先进封装产能供不应求。</strong></p><p>当前AI芯片需求可谓无比强劲，未来很长一段时间可能也是如此。AMD首席执行官苏姿丰近日在新品发布会上表示，包括AI GPU在内的数据中心AI芯片需求规模远远超出预期，并且预计到2027年，数据中心AI芯片市场规模将达到4000亿美元，并在2028年进一步升至5000亿美元，意味着从2023年末至2028年间全球数据中心AI芯片市场规模的年复合增长率有望超过60%。</p><p>AI ASIC引发新一轮芯片股投资浪潮，台积电堪称最大赢家</p><p>全球大型AI数据中心以太网交换机芯片，以及AI硬件领域AI ASIC芯片的最核心供应力量——博通(AVGO.US)，自2023年以来成为资金围绕人工智能的这股史无前例投资浪潮的核心焦点，其投资热度长期以来仅次于AI芯片霸主英伟达。在12月公布强劲增长的业绩以及对于AI ASIC芯片市场极度乐观的展望预期之后，其股价在美股单日暴涨超20%，市值一举超过一万亿美元这一重要里程碑。</p><p><strong>博通用实打实的业绩证明不仅英伟达AI GPU需求无比旺盛，另一种截然不同的AI最核心基础硬件的路线——AI ASIC需求可能比AI GPU需求增速更强劲，</strong>并且以一己之力吸引全球资金涌入与AI ASIC相关的投资板块——比如A股市场与AI ASIC概念高度相关的个股，以及参与博通或者迈威尔AI ASIC芯片产业链的上市公司——比如有着“芯片代工之王”称号的台积电以及总部位于日本的AI ASIC芯片测试设备制造商爱德万测试(Advantest)，联手博通打造出的最典型AI ASIC——TPU(Tensor Processing Unit)的谷歌，还有对于chiplet先进封装至关重要的Hybrid Bonding领域设备供应商BE Semiconductor。</p><p>博通12月公布的业绩报告显示，博通的AI相关营收(数据中心以太网芯片+AI ASIC)同比猛增220%，全财年累计达到122亿美元。更重磅的是，博通首席执行官陈福阳(Hock Tan)在业绩电话会议上表示，人工智能产品营收将在2025财年第一季度同比增长65%，远快于该公司约10%的整体半导体业务增速，并且预计到2027财年，其为全球数据中心运营商们所打造的AI组件(以太网芯片+AI ASIC)潜在市场规模将高达900亿美元。陈福阳在电话会议上强调：“未来三年，AI芯片的相关机遇无比广阔大。”</p><p>华尔街大行<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>近日在一份报告中表示，台积电及其供应链伙伴(比如ASE、KYEC等)将从AI ASIC设计与制造的快速增长中受益。<strong>目前AI ASIC领域的两大核心主导力量——博通以及<a href=\"https://laohu8.com/S/MRVL\">迈威尔科技</a>，均为台积电大客户，毫不夸张地说，它们的AI ASIC芯片产能可以说完全依赖台积电在，这也是摩根士丹利看涨台积电台股价格至1388新台币这一远超当前台股的核心逻辑。</strong></p><p><strong>“公司正与大型云计算客户们合作开发定制化的AI芯片，我们目前有三家超大规模云客户，他们已经制定了自己的多代‘AI XPU’路线图，计划在未来三年内以不同速度部署。我们相信，到2027年，他们每家都计划在单一架构上部署100万XPU集群。</strong>”博通CEO陈福阳表示。这里的XPU指代的是“扩展性强”的处理器架构，通常指代是除英伟达AI GPU之外的AI ASIC、FPGA以及其他的定制化AI加速器硬件。</p><p>华尔街看涨台积电，美股ADR甚至有望冲向250美元大关</p><p>华尔街大行<a href=\"https://laohu8.com/S/GS\">高盛</a>表示，台积电大概率将在即将召开的分析师会议上调整其长期增长目标，主要受惠于5nm及以下的先进制程强劲需求，特别是与人工智能相关的芯片带动需求持续强劲。<strong> 目前，该公司管理层预计 2021 年至 2026 年期间的收入复合年增长率(CAGR)为 15%-20%。 鉴于市场前景良好，高盛预计这一目标有望上调，或者延续至未来五年。</strong></p><p>针对市场对台积电在美国扩张计划的担忧，高盛在最新报告中指出，目前计划中的第二、第三座美国晶圆厂预计分别在2028年和2030年投入量产，台积电管理层或将在分析师会议上更新相关进展，并且高盛预计美国第一座晶圆厂2025年有望斩获苹果以及英伟达等美国科技巨头的一部分芯片订单。</p><p><strong>同时，高盛认为台积电的竞争环境更加有利，因<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>和<a href=\"https://laohu8.com/S/INTC\">英特尔</a> 在向3nm、4nm或者5nm级别的先进制程节点过渡时面临芯片良率困难，因此高盛预计今年起，3nm及5nm高端芯片制程节点的价格将上调中高个位数，而先进封装技术(CoWoS以及3D封装)价格或上调至少15%。在价格上升的背景下，高盛估计台积电今年毛利率将升至59.3%，相对于去年为56.1%。</strong></p><p>高盛在最新报告中将台积电目标价上调，<strong>12 个月内目标价从 1320 新台币上调至1355新台币。 截至周一台股收盘，台积电台股价格大涨4.56%，至1125 新台币/股。此外，高盛将台积电美股ADR目标价从248美元上调至254美元，重申“买入”评级</strong>，以及重申该股被纳入高盛的“确信买入”名单。如上所示，另一华尔街大行摩根士丹利则看涨台积电台股价格至1388新台币，主要逻辑在于台积电手握需求无比旺盛的AI ASIC几乎所有产能。</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\" 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href=http://www.zhitongcaijing.com/content/detail/1234093.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，有着“芯片代工之王”称号的芯片制造巨头台积电(TSM.US)股价在美股盘初大涨超6%，创下历史新高，截至发稿，台积电美股ADR价格涨4.42%，至217.88美元。得益于苹果iPhone16高端机型带来的庞大A系列芯片订单，博通、迈威尔近期财报透露出的AI GPU最强大竞品——AI ASIC无比强劲的需求，以及英伟达AI 服务器核心代工厂商鸿海透露出的Blackwell架构AI...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1234093.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU0056508442.USD":"贝莱德世界科技基金A2","LU1854103824.USD":"M&G (LUX) POSITIVE IMPACT \"A\" (USD) INC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) 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GPU最强大竞品——AI ASIC无比强劲的需求，以及英伟达AI 服务器核心代工厂商鸿海透露出的Blackwell架构AI GPU持续炸裂的需求，苹果芯片以及AI GPU与AI ASIC“最核心代工厂”的台积电股价自12月以来持续反弹，并且该股上攻之势似乎远未停止。此外，关于5nm及以下的芯片代工合约价格以及CoWoS等先进芯片封装价格大幅上涨的前景，也是台积电近期股价大幅反弹的核心催化剂。据媒体报道，台积电2025年将针对3nm、5nm以及即将量产的2nm先进芯片制程订单进行价格调整，代工价格涨幅预计在3%到8%之间，特别是与AI相关高性能计算芯片代工订单涨幅可能达到8%到10%;台积电还计划对CoWoS等2.5D/3D先进封装服务进行更大幅度的涨价，涨幅预计在15%到20%之间。台积电目前为全球最大规模的合同芯片代工厂商，随着布局AI的狂热浪潮未见降温之势且继续席卷全球，其客户英伟达以及AMD、博通等芯片巨头，已经从市场对于AI最核心基础设施——AI芯片的激增趋势中受益。这些芯片巨头对台积电的芯片代工合约规模激增，进而推动台积电自去年以来业绩持续超预期强劲扩张，这也是台积电台股以及美股ADR股价自去年以来屡创新高的重要逻辑支撑。台积电长期以来是苹果、英伟达、AMD以及博通等无晶圆(Fabless)芯片设计公司最核心的芯片制造商，尤其是为英伟达以及AMD等芯片巨头所代工的数据中心服务器端AI芯片，以及为谷歌、微软以及亚马逊等科技大厂量身制造的AI ASIC芯片，被认为对驱动ChatGPT、Sora等生成式AI工具背后庞大的人工智能训练/推理系统最为关键的核心硬件基础设施。台积电凭借在芯片制造领域数十年造芯技术积淀，以及长期处于芯片制造技术改良与创新的全球最前沿(开创FinFET时代，并且推动2nm GAA时代开启)，以领先全球芯片制造商的先进制程和封装技术，以及超高良率长期以来霸占全球绝大多数芯片代工订单，尤其是5nm及以下先进制程的芯片代工订单。更重要的是，台积电当前凭借其领先业界的2.5D以及3D chiplet先进封装吃下市场几乎所有5nm及以下制程高端芯片封装订单，并且先进封装产能远无法满足需求，英伟达H100/H200长期以来供不应求，以及Blackwell产能，正是全面受限于台积电2.5D级别的 CoWoS封装产能。目前苹果、AMD等芯片巨头转向台积电3D级别的先进封装产能，或将进一步推动台积电先进封装产能供不应求。当前AI芯片需求可谓无比强劲，未来很长一段时间可能也是如此。AMD首席执行官苏姿丰近日在新品发布会上表示，包括AI GPU在内的数据中心AI芯片需求规模远远超出预期，并且预计到2027年，数据中心AI芯片市场规模将达到4000亿美元，并在2028年进一步升至5000亿美元，意味着从2023年末至2028年间全球数据中心AI芯片市场规模的年复合增长率有望超过60%。AI ASIC引发新一轮芯片股投资浪潮，台积电堪称最大赢家全球大型AI数据中心以太网交换机芯片，以及AI硬件领域AI ASIC芯片的最核心供应力量——博通(AVGO.US)，自2023年以来成为资金围绕人工智能的这股史无前例投资浪潮的核心焦点，其投资热度长期以来仅次于AI芯片霸主英伟达。在12月公布强劲增长的业绩以及对于AI ASIC芯片市场极度乐观的展望预期之后，其股价在美股单日暴涨超20%，市值一举超过一万亿美元这一重要里程碑。博通用实打实的业绩证明不仅英伟达AI GPU需求无比旺盛，另一种截然不同的AI最核心基础硬件的路线——AI ASIC需求可能比AI GPU需求增速更强劲，并且以一己之力吸引全球资金涌入与AI ASIC相关的投资板块——比如A股市场与AI ASIC概念高度相关的个股，以及参与博通或者迈威尔AI ASIC芯片产业链的上市公司——比如有着“芯片代工之王”称号的台积电以及总部位于日本的AI ASIC芯片测试设备制造商爱德万测试(Advantest)，联手博通打造出的最典型AI ASIC——TPU(Tensor Processing Unit)的谷歌，还有对于chiplet先进封装至关重要的Hybrid Bonding领域设备供应商BE Semiconductor。博通12月公布的业绩报告显示，博通的AI相关营收(数据中心以太网芯片+AI ASIC)同比猛增220%，全财年累计达到122亿美元。更重磅的是，博通首席执行官陈福阳(Hock Tan)在业绩电话会议上表示，人工智能产品营收将在2025财年第一季度同比增长65%，远快于该公司约10%的整体半导体业务增速，并且预计到2027财年，其为全球数据中心运营商们所打造的AI组件(以太网芯片+AI ASIC)潜在市场规模将高达900亿美元。陈福阳在电话会议上强调：“未来三年，AI芯片的相关机遇无比广阔大。”华尔街大行摩根士丹利近日在一份报告中表示，台积电及其供应链伙伴(比如ASE、KYEC等)将从AI ASIC设计与制造的快速增长中受益。目前AI ASIC领域的两大核心主导力量——博通以及迈威尔科技，均为台积电大客户，毫不夸张地说，它们的AI ASIC芯片产能可以说完全依赖台积电在，这也是摩根士丹利看涨台积电台股价格至1388新台币这一远超当前台股的核心逻辑。“公司正与大型云计算客户们合作开发定制化的AI芯片，我们目前有三家超大规模云客户，他们已经制定了自己的多代‘AI XPU’路线图，计划在未来三年内以不同速度部署。我们相信，到2027年，他们每家都计划在单一架构上部署100万XPU集群。”博通CEO陈福阳表示。这里的XPU指代的是“扩展性强”的处理器架构，通常指代是除英伟达AI GPU之外的AI ASIC、FPGA以及其他的定制化AI加速器硬件。华尔街看涨台积电，美股ADR甚至有望冲向250美元大关华尔街大行高盛表示，台积电大概率将在即将召开的分析师会议上调整其长期增长目标，主要受惠于5nm及以下的先进制程强劲需求，特别是与人工智能相关的芯片带动需求持续强劲。 目前，该公司管理层预计 2021 年至 2026 年期间的收入复合年增长率(CAGR)为 15%-20%。 鉴于市场前景良好，高盛预计这一目标有望上调，或者延续至未来五年。针对市场对台积电在美国扩张计划的担忧，高盛在最新报告中指出，目前计划中的第二、第三座美国晶圆厂预计分别在2028年和2030年投入量产，台积电管理层或将在分析师会议上更新相关进展，并且高盛预计美国第一座晶圆厂2025年有望斩获苹果以及英伟达等美国科技巨头的一部分芯片订单。同时，高盛认为台积电的竞争环境更加有利，因三星电子和英特尔 在向3nm、4nm或者5nm级别的先进制程节点过渡时面临芯片良率困难，因此高盛预计今年起，3nm及5nm高端芯片制程节点的价格将上调中高个位数，而先进封装技术(CoWoS以及3D封装)价格或上调至少15%。在价格上升的背景下，高盛估计台积电今年毛利率将升至59.3%，相对于去年为56.1%。高盛在最新报告中将台积电目标价上调，12 个月内目标价从 1320 新台币上调至1355新台币。 截至周一台股收盘，台积电台股价格大涨4.56%，至1125 新台币/股。此外，高盛将台积电美股ADR目标价从248美元上调至254美元，重申“买入”评级，以及重申该股被纳入高盛的“确信买入”名单。如上所示，另一华尔街大行摩根士丹利则看涨台积电台股价格至1388新台币，主要逻辑在于台积电手握需求无比旺盛的AI ASIC几乎所有产能。","news_type":1,"symbols_score_info":{"ON":1,"TSM":1,"03145":0.6}},"isVote":1,"tweetType":1,"viewCount":1949,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387584713638232,"gmtCreate":1735665494520,"gmtModify":1735665496234,"author":{"id":"3432678226901632","authorId":"3432678226901632","name":"BC鳄鱼","avatar":"https://static.tigerbbs.com/a94660d55211889332f8fdb70c5da3e6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3432678226901632","idStr":"3432678226901632"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387584713638232","repostId":"1155862229","repostType":2,"repost":{"id":"1155862229","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1735658311,"share":"https://www.laohu8.com/m/news/1155862229?lang=zh_CN&edition=full","pubTime":"2024-12-31 23:18","market":"us","language":"zh","title":"异动解读 | 莫德纳公司盘中股价大涨5.12%,反映市场对其疫苗及业务前景的看好","url":"https://stock-news.laohu8.com/highlight/detail?id=1155862229","media":"异动解读","summary":"莫德纳(MRNA)公司今日盘中股价大涨5.12%,引发了市场的广泛关注。\n\n作为首家获批的Covid-19疫苗生产商,莫德纳的mRNA技术已经在疫苗领域获得了成功应用。而近期市场人士预期,该公司在传染病、癌症和罕见病等其他疾病领域也可能凭借mRNA平台技术取得进展,从而推动其长期业务增长。  \n\n据公开资料,莫德纳目前有40个基于mRNA平台的药物处于临床试验阶段,覆盖多个重点治疗领域。投资者对其广阔的管线和潜在发展前景持乐观态度,也可能推动了股价的上涨。","content":"<p>莫德纳(MRNA)公司今日盘中股价大涨5.12%,引发了市场的广泛关注。</p>\n\n<p>作为首家获批的Covid-19疫苗生产商,莫德纳的mRNA技术已经在疫苗领域获得了成功应用。而近期市场人士预期,该公司在传染病、癌症和罕见病等其他疾病领域也可能凭借mRNA平台技术取得进展,从而推动其长期业务增长。</p>  \n\n<p>据公开资料,莫德纳目前有40个基于mRNA平台的药物处于临床试验阶段,覆盖多个重点治疗领域。投资者对其广阔的管线和潜在发展前景持乐观态度,也可能推动了股价的上涨。</p>","source":"ai_movement_cn","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>异动解读 | 莫德纳公司盘中股价大涨5.12%,反映市场对其疫苗及业务前景的看好</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异动解读 | 莫德纳公司盘中股价大涨5.12%,反映市场对其疫苗及业务前景的看好\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2024-12-31 23:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>莫德纳(MRNA)公司今日盘中股价大涨5.12%,引发了市场的广泛关注。</p>\n\n<p>作为首家获批的Covid-19疫苗生产商,莫德纳的mRNA技术已经在疫苗领域获得了成功应用。而近期市场人士预期,该公司在传染病、癌症和罕见病等其他疾病领域也可能凭借mRNA平台技术取得进展,从而推动其长期业务增长。</p>  \n\n<p>据公开资料,莫德纳目前有40个基于mRNA平台的药物处于临床试验阶段,覆盖多个重点治疗领域。投资者对其广阔的管线和潜在发展前景持乐观态度,也可能推动了股价的上涨。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155862229","content_text":"莫德纳(MRNA)公司今日盘中股价大涨5.12%,引发了市场的广泛关注。\n作为首家获批的Covid-19疫苗生产商,莫德纳的mRNA技术已经在疫苗领域获得了成功应用。而近期市场人士预期,该公司在传染病、癌症和罕见病等其他疾病领域也可能凭借mRNA平台技术取得进展,从而推动其长期业务增长。\n据公开资料,莫德纳目前有40个基于mRNA平台的药物处于临床试验阶段,覆盖多个重点治疗领域。投资者对其广阔的管线和潜在发展前景持乐观态度,也可能推动了股价的上涨。","news_type":1,"symbols_score_info":{"MRNA":1}},"isVote":1,"tweetType":1,"viewCount":1928,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":378852109770840,"gmtCreate":1733518476998,"gmtModify":1733518479550,"author":{"id":"3432678226901632","authorId":"3432678226901632","name":"BC鳄鱼","avatar":"https://static.tigerbbs.com/a94660d55211889332f8fdb70c5da3e6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3432678226901632","idStr":"3432678226901632"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378852109770840","repostId":"1138153628","repostType":2,"repost":{"id":"1138153628","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1733500022,"share":"https://www.laohu8.com/m/news/1138153628?lang=zh_CN&edition=full","pubTime":"2024-12-06 23:47","market":"us","language":"zh","title":"异动解读 | BioNTech SE股价盘中大涨5.47% 公司业绩和估值支撑估值修复","url":"https://stock-news.laohu8.com/highlight/detail?id=1138153628","media":"异动解读","summary":"BioNTech SE(BNTX)今日盘中股价大涨5.47%,引发市场热议。公司股价近期持续走强,主要得益于以下几个方面的利好因素:\n\n一方面,公司最新财报数据表现不俗,营收和净利润超出市场预期。公司目前的营业收入为13.67亿美元,净利润为2.18亿美元,每股收益0.91美元,毛利达11.71亿美元。这得益于公司先进的生物技术在新冠疫苗和肿瘤免疫疗法等领域的成功应用,释放出长期增长潜力。\n\n另一方面,机构分析师对该股评级总体较为乐观,76%的券商给予买入评级,认为公司前景广阔有望持续获利增长。公司目前的市盈率为-57.33倍,估值水平不高,这也支撑了股价近期的修复走势。","content":"<p>BioNTech SE(BNTX)今日盘中股价大涨5.47%,引发市场热议。公司股价近期持续走强,主要得益于以下几个方面的利好因素:</p>\n\n<p>一方面,公司最新财报数据表现不俗,营收和净利润超出市场预期。公司目前的营业收入为13.67亿美元,净利润为2.18亿美元,每股收益0.91美元,毛利达11.71亿美元。这得益于公司先进的生物技术在新冠疫苗和肿瘤免疫疗法等领域的成功应用,释放出长期增长潜力。</p>\n\n<p>另一方面,机构分析师对该股评级总体较为乐观,76%的券商给予买入评级,认为公司前景广阔有望持续获利增长。公司目前的市盈率为-57.33倍,估值水平不高,这也支撑了股价近期的修复走势。</p>","source":"ai_movement_cn","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>异动解读 | BioNTech SE股价盘中大涨5.47% 公司业绩和估值支撑估值修复</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; 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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异动解读 | BioNTech SE股价盘中大涨5.47% 公司业绩和估值支撑估值修复\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2024-12-06 23:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>BioNTech SE(BNTX)今日盘中股价大涨5.47%,引发市场热议。公司股价近期持续走强,主要得益于以下几个方面的利好因素:</p>\n\n<p>一方面,公司最新财报数据表现不俗,营收和净利润超出市场预期。公司目前的营业收入为13.67亿美元,净利润为2.18亿美元,每股收益0.91美元,毛利达11.71亿美元。这得益于公司先进的生物技术在新冠疫苗和肿瘤免疫疗法等领域的成功应用,释放出长期增长潜力。</p>\n\n<p>另一方面,机构分析师对该股评级总体较为乐观,76%的券商给予买入评级,认为公司前景广阔有望持续获利增长。公司目前的市盈率为-57.33倍,估值水平不高,这也支撑了股价近期的修复走势。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BNTX":"BioNTech SE"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138153628","content_text":"BioNTech SE(BNTX)今日盘中股价大涨5.47%,引发市场热议。公司股价近期持续走强,主要得益于以下几个方面的利好因素:\n一方面,公司最新财报数据表现不俗,营收和净利润超出市场预期。公司目前的营业收入为13.67亿美元,净利润为2.18亿美元,每股收益0.91美元,毛利达11.71亿美元。这得益于公司先进的生物技术在新冠疫苗和肿瘤免疫疗法等领域的成功应用,释放出长期增长潜力。\n另一方面,机构分析师对该股评级总体较为乐观,76%的券商给予买入评级,认为公司前景广阔有望持续获利增长。公司目前的市盈率为-57.33倍,估值水平不高,这也支撑了股价近期的修复走势。","news_type":1,"symbols_score_info":{"BNTX":1}},"isVote":1,"tweetType":1,"viewCount":2596,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":378369050702224,"gmtCreate":1733417982279,"gmtModify":1733417985149,"author":{"id":"3432678226901632","authorId":"3432678226901632","name":"BC鳄鱼","avatar":"https://static.tigerbbs.com/a94660d55211889332f8fdb70c5da3e6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3432678226901632","idStr":"3432678226901632"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378369050702224","repostId":"1121849256","repostType":2,"repost":{"id":"1121849256","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1733416947,"share":"https://www.laohu8.com/m/news/1121849256?lang=zh_CN&edition=full","pubTime":"2024-12-06 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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>异动解读 | 莫德纳股价盘中大涨5.04%,疫苗出口带动业绩提升引发市场追捧</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; 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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异动解读 | 莫德纳股价盘中大涨5.04%,疫苗出口带动业绩提升引发市场追捧\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2024-12-06 00:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>莫德纳公司今日股价盘中出现大涨,最高涨幅达到5.04%,引发了投资者的广泛关注。</p>\n\n<p>作为mRNA新冠疫苗的主要供应商之一,近期疫苗出口订单的大量增加、产能的提高以及良好的销售收入等因素都为莫德纳公司的业绩带来正面支撑。这也使得公司业绩表现出色,受到了投资者的追捧,推动股价出现今日的大涨行情。</p>\n\n<p>除了疫苗业务外,莫德纳公司在其他领域如肿瘤学、心血管疾病等也在积极推进新药研发,未来发展前景广阔。投资者对公司长期增长的信心因此得到了进一步的提升,从而引发了资金净流入,最终推动了公司股价的攀升。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MRNA":"Moderna, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121849256","content_text":"莫德纳公司今日股价盘中出现大涨,最高涨幅达到5.04%,引发了投资者的广泛关注。\n作为mRNA新冠疫苗的主要供应商之一,近期疫苗出口订单的大量增加、产能的提高以及良好的销售收入等因素都为莫德纳公司的业绩带来正面支撑。这也使得公司业绩表现出色,受到了投资者的追捧,推动股价出现今日的大涨行情。\n除了疫苗业务外,莫德纳公司在其他领域如肿瘤学、心血管疾病等也在积极推进新药研发,未来发展前景广阔。投资者对公司长期增长的信心因此得到了进一步的提升,从而引发了资金净流入,最终推动了公司股价的攀升。","news_type":1,"symbols_score_info":{"MRNA":1}},"isVote":1,"tweetType":1,"viewCount":1989,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":349778605900008,"gmtCreate":1726423158514,"gmtModify":1726423159441,"author":{"id":"3432678226901632","authorId":"3432678226901632","name":"BC鳄鱼","avatar":"https://static.tigerbbs.com/a94660d55211889332f8fdb70c5da3e6","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3432678226901632","idStr":"3432678226901632"},"themes":[],"htmlText":"<a 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