+关注
59743654
暂无个人介绍
IP属地:江苏
20
关注
24
粉丝
0
主题
0
勋章
主贴
热门
59743654
2022-09-05
存款利率下降才是高概率事件
抱歉,原内容已删除
59743654
2022-08-17
intel还是拉不下面子
台积电三纳米芯片:七大客户排队,苹果抢头彩
59743654
2022-07-01
$台积电(TSM)$
市场经常犯错。。半导体fab比油井更重要。。
59743654
2022-06-15
降低51没意义?
辉瑞(PFE.US)新冠口服药对轻症无效 暂停标准风险患者试验
59743654
2022-04-14
台积电也算躺吗?
台积电营收创纪录,但躺着赚钱的日子不多了?
59743654
2022-02-25
$Vir Biotechnology, Inc.(VIR)$
一个季度3个多亿利润,市值只有30多亿。。就算药物只能卖半年好了。。。怎么也有六个多亿利润。管线的其他药物就不值钱吗?
59743654
2022-02-09
$Vir Biotechnology, Inc.(VIR)$
重要的事说三遍。买买买
59743654
2022-02-09
$Vir Biotechnology, Inc.(VIR)$
严重低估,销售至少20亿。。
59743654
2022-02-08
$辉瑞(PFE)$
相信辉瑞的现金流,不是大收购,就是大回购。
59743654
2022-02-08
$辉瑞(PFE)$
辉瑞的财报值得赌。
59743654
2022-01-24
$Vir Biotechnology, Inc.(VIR)$
全年销售至少12亿。药企毛利历来是99。市值只有四十亿。。一年就能赚回市值1/4。这价格也是醉了
59743654
2022-01-24
$辉瑞(PFE)$
严重低估。。无论疫情是否结束。药物销量只会狂飙
59743654
2021-11-05
$Regeneron Pharmaceuticals(REGN)$
口服药物效果差作为补充没什么问题。作为主力不可能
59743654
2021-10-14
最简单的方法,对于你追我赶的两个寡头。。两头下注。。根本没其他人来分利润。
台积电3nm、2nm工艺放缓 Intel追上来了:2025年决战
59743654
2021-10-01
$Moderna, Inc.(MRNA)$
典型的做了好事i挨刀。。这种公司才是真正的技术公司。
59743654
2021-10-01
$Vir Biotechnology, Inc.(VIR)$
15% 除非市场有不知道的消息。否则仅仅是疫情受控制就这么跌至少也是不理性的。新冠药物的需求长期存在的
59743654
2021-09-30
$Regeneron Pharmaceuticals(REGN)$
一直认为市场严重低估再生元和vir
59743654
2021-09-28
$Regeneron Pharmaceuticals(REGN)$
市场开始认为疫情就要结束了
59743654
2021-09-23
$Vir Biotechnology, Inc.(VIR)$
就问一个问题,药物出问题了吗?市场前景出问题了吗?
59743654
2021-09-22
$Vir Biotechnology, Inc.(VIR)$
$Regeneron Pharmaceuticals(REGN)$
目标价位调低2股价跌这么多。。理性投资呢?一群疯子和傻子
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3482738579178311","uuid":"3482738579178311","gmtCreate":1519726219666,"gmtModify":1615896061626,"name":"59743654","pinyin":"mlhcmolihuacha","introduction":"","introductionEn":"","signature":"","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":24,"headSize":20,"tweetSize":143,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5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":3,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"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":"2023.08.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"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":"2021.12.22","exceedPercentage":"93.30%","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":"93.55%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":2,"crmLevelSwitch":0,"location":"江苏","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":669855612,"gmtCreate":1662348910936,"gmtModify":1662348911925,"author":{"id":"3482738579178311","authorId":"3482738579178311","name":"59743654","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3482738579178311","idStr":"3482738579178311"},"themes":[],"title":"","htmlText":"存款利率下降才是高概率事件","listText":"存款利率下降才是高概率事件","text":"存款利率下降才是高概率事件","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/669855612","repostId":"1189807388","repostType":2,"isVote":1,"tweetType":1,"viewCount":3663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":687978260,"gmtCreate":1660728625553,"gmtModify":1660728625553,"author":{"id":"3482738579178311","authorId":"3482738579178311","name":"59743654","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3482738579178311","idStr":"3482738579178311"},"themes":[],"title":"","htmlText":"intel还是拉不下面子","listText":"intel还是拉不下面子","text":"intel还是拉不下面子","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/687978260","repostId":"2260895836","repostType":2,"repost":{"id":"2260895836","kind":"news","pubTimestamp":1660716335,"share":"https://www.laohu8.com/m/news/2260895836?lang=zh_CN&edition=full","pubTime":"2022-08-17 14:05","market":"us","language":"zh","title":"台积电三纳米芯片:七大客户排队,苹果抢头彩","url":"https://stock-news.laohu8.com/highlight/detail?id=2260895836","media":"华尔街见闻","summary":"8月17日,台媒工商时报报道称,虽然近期有关晶圆代工龙头台积电可能放缓3nm扩产进程的消息频传,但台积电已重申3nm扩产将按原计划进行。业内人士指出,今年底苹果将是第一家采用3nm投片的客户,英特尔明","content":"<html><head></head><body><p>8月17日,台媒工商时报报道称,虽然近期有关晶圆代工龙头<a href=\"https://laohu8.com/S/TSM\">台积电</a>可能放缓3nm扩产进程的消息频传,但台积电已重申3nm扩产将按原计划进行。</p><p>业内人士指出,今年底<a href=\"https://laohu8.com/S/AAPL\">苹果</a>将是第一家采用3nm投片的客户,<a href=\"https://laohu8.com/S/INTC\">英特尔</a>明年下半年将扩大采用3nm生产处理器内芯片块(tiles),包括AMD、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/QCOM\">高通</a>、联发科、<a href=\"https://laohu8.com/S/BRCM\">博通</a>等,会在明年及后年陆续完成3nm新芯片开案。</p><p>今年来,由于俄乌冲突及全球通胀等外部不利因素,智能手机及消费电子产品需求疲弱,后续车用芯片与高性能计算产品(HPC)芯片需求也可能随之放缓,业内对明年上半年能否有效完成去库存仍存疑虑。而以历史经验来看,芯片行业不景气通常会加快芯片开发速度。</p><p>随着主要半导体大厂的新一代芯片技术蓝图慢慢清晰,逐步转向采用3nm制程工艺,台积电预计3nm将成大规模且长期需求制程,目前台积电针对3nm制程打造的Fab 18B厂进入量产,Fab 18厂区的P7~P9厂兴建计划也已启动。</p><p>据台媒报道,苹果这次抢得3nm头彩,将在下半年将首次采用3nm投片,首款产品可能是M2 Pro处理器,预计明年的iPhoneA17处理器、以及M2及M3系列处理器都将采用台积电3nm制程。</p><p>英特尔虽然有意抢攻晶圆代工,但在自家处理器采用chiplet设计后,明年下半年其内建绘图芯片(GPU)和运算芯片(CPU)可能将采用台积电3nm制程量产,英特尔推出的GPU、FPGA等亦会在明、后年之后采用台积电3nm投片。</p><p>此外,AMD在明、后年转向Zen 5架构后,部份产品也已确定会采用台积电3nm制程投片。至于英伟达、高通、联发科、<a href=\"https://laohu8.com/S/AVGO\">博通</a>等大客户,同样会在2024年之后完成3nm芯片设计并开始量产。</p></body></html>","source":"highlight_wallstreetcn","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>台积电三纳米芯片:七大客户排队,苹果抢头彩</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台积电三纳米芯片:七大客户排队,苹果抢头彩\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-17 14:05 北京时间 <a href=https://wallstreetcn.com/articles/3667910><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月17日,台媒工商时报报道称,虽然近期有关晶圆代工龙头台积电可能放缓3nm扩产进程的消息频传,但台积电已重申3nm扩产将按原计划进行。业内人士指出,今年底苹果将是第一家采用3nm投片的客户,英特尔明年下半年将扩大采用3nm生产处理器内芯片块(tiles),包括AMD、英伟达、高通、联发科、博通等,会在明年及后年陆续完成3nm新芯片开案。今年来,由于俄乌冲突及全球通胀等外部不利因素,智能手机及消费...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3667910\">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/b98f9e740cb6fb06990004c4ea7eae84","relate_stocks":{"TSM":"台积电"},"source_url":"https://wallstreetcn.com/articles/3667910","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"2260895836","content_text":"8月17日,台媒工商时报报道称,虽然近期有关晶圆代工龙头台积电可能放缓3nm扩产进程的消息频传,但台积电已重申3nm扩产将按原计划进行。业内人士指出,今年底苹果将是第一家采用3nm投片的客户,英特尔明年下半年将扩大采用3nm生产处理器内芯片块(tiles),包括AMD、英伟达、高通、联发科、博通等,会在明年及后年陆续完成3nm新芯片开案。今年来,由于俄乌冲突及全球通胀等外部不利因素,智能手机及消费电子产品需求疲弱,后续车用芯片与高性能计算产品(HPC)芯片需求也可能随之放缓,业内对明年上半年能否有效完成去库存仍存疑虑。而以历史经验来看,芯片行业不景气通常会加快芯片开发速度。随着主要半导体大厂的新一代芯片技术蓝图慢慢清晰,逐步转向采用3nm制程工艺,台积电预计3nm将成大规模且长期需求制程,目前台积电针对3nm制程打造的Fab 18B厂进入量产,Fab 18厂区的P7~P9厂兴建计划也已启动。据台媒报道,苹果这次抢得3nm头彩,将在下半年将首次采用3nm投片,首款产品可能是M2 Pro处理器,预计明年的iPhoneA17处理器、以及M2及M3系列处理器都将采用台积电3nm制程。英特尔虽然有意抢攻晶圆代工,但在自家处理器采用chiplet设计后,明年下半年其内建绘图芯片(GPU)和运算芯片(CPU)可能将采用台积电3nm制程量产,英特尔推出的GPU、FPGA等亦会在明、后年之后采用台积电3nm投片。此外,AMD在明、后年转向Zen 5架构后,部份产品也已确定会采用台积电3nm制程投片。至于英伟达、高通、联发科、博通等大客户,同样会在2024年之后完成3nm芯片设计并开始量产。","news_type":1,"symbols_score_info":{"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":4044,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":681327168,"gmtCreate":1656681711056,"gmtModify":1704865609140,"author":{"id":"3482738579178311","authorId":"3482738579178311","name":"59743654","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3482738579178311","idStr":"3482738579178311"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>市场经常犯错。。半导体fab比油井更重要。。","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>市场经常犯错。。半导体fab比油井更重要。。","text":"$台积电(TSM)$市场经常犯错。。半导体fab比油井更重要。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/681327168","isVote":1,"tweetType":1,"viewCount":4879,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":689052036,"gmtCreate":1655301530826,"gmtModify":1704861850391,"author":{"id":"3482738579178311","authorId":"3482738579178311","name":"59743654","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3482738579178311","idStr":"3482738579178311"},"themes":[],"title":"","htmlText":"降低51没意义?","listText":"降低51没意义?","text":"降低51没意义?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/689052036","repostId":"2243954701","repostType":2,"repost":{"id":"2243954701","kind":"news","pubTimestamp":1655267079,"share":"https://www.laohu8.com/m/news/2243954701?lang=zh_CN&edition=full","pubTime":"2022-06-15 12:24","market":"us","language":"zh","title":"辉瑞(PFE.US)新冠口服药对轻症无效 暂停标准风险患者试验","url":"https://stock-news.laohu8.com/highlight/detail?id=2243954701","media":"智通财经","summary":"智通财经APP获悉,辉瑞周二表示,将暂停其抗新冠病毒口服药物Paxlovid在标准风险患者中的试验。此前一项研究显示,该药物对轻症人群无效。数据显示,标准风险组的相对风险降低了51%,辉瑞表示这没有统计意义。目前,Paxlovid已获得高危人群的紧急使用授权,可有效减少住院率和死亡率。辉瑞表示,计划将向美国食品药品监督管理局提交申请,申请中包括这些新数据,以寻求该药物在高危人群中使用的全面批准。","content":"<html><body><p>智通财经APP获悉,<a href=\"https://laohu8.com/S/PFE\">辉瑞</a>(PFE.US)周二表示,将暂停其抗新冠病毒口服药物Paxlovid在标准风险患者中的试验。此前一项研究显示,该药物对轻症人群无效。</p><p>据悉,准风险人群通常指没有面临严重疾病风险的人,以及可以在没有药物的情况下自行康复的人。数据显示,标准风险组的相对风险降低了51%,辉瑞表示这没有统计意义。</p><p>目前,Paxlovid已获得高危人群的紧急使用授权,可有效减少住院率和死亡率。根据美国卫生与公众服务部提供的数据,美国已经使用了超过120万个疗程的Paxlovid。辉瑞表示,计划将向美国食品药品监督管理局(FDA)提交申请,申请中包括这些新数据,以寻求该药物在高危人群中使用的全面批准。</p><p>本月早些时候在以色列进行的一项研究的数据显示,Paxlovid降低了65岁及以上接种疫苗和未接种疫苗患者的新冠肺炎住院率和死亡率,但未发现该药物能预防年轻人的严重疾病。</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>辉瑞(PFE.US)新冠口服药对轻症无效 暂停标准风险患者试验</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辉瑞(PFE.US)新冠口服药对轻症无效 暂停标准风险患者试验\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-06-15 12:24 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/738935.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,辉瑞(PFE.US)周二表示,将暂停其抗新冠病毒口服药物Paxlovid在标准风险患者中的试验。此前一项研究显示,该药物对轻症人群无效。据悉,准风险人群通常指没有面临严重疾病风险的人,以及可以在没有药物的情况下自行康复的人。数据显示,标准风险组的相对风险降低了51%,辉瑞表示这没有统计意义。目前,Paxlovid已获得高危人群的紧急使用授权,可有效减少住院率和死亡率。根据美国...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/738935.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":{"BK4581":"高盛持仓","PFE":"辉瑞","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4007":"制药","BK4568":"美国抗疫概念","BK4550":"红杉资本持仓","BK4534":"瑞士信贷持仓"},"source_url":"http://www.zhitongcaijing.com/content/detail/738935.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2243954701","content_text":"智通财经APP获悉,辉瑞(PFE.US)周二表示,将暂停其抗新冠病毒口服药物Paxlovid在标准风险患者中的试验。此前一项研究显示,该药物对轻症人群无效。据悉,准风险人群通常指没有面临严重疾病风险的人,以及可以在没有药物的情况下自行康复的人。数据显示,标准风险组的相对风险降低了51%,辉瑞表示这没有统计意义。目前,Paxlovid已获得高危人群的紧急使用授权,可有效减少住院率和死亡率。根据美国卫生与公众服务部提供的数据,美国已经使用了超过120万个疗程的Paxlovid。辉瑞表示,计划将向美国食品药品监督管理局(FDA)提交申请,申请中包括这些新数据,以寻求该药物在高危人群中使用的全面批准。本月早些时候在以色列进行的一项研究的数据显示,Paxlovid降低了65岁及以上接种疫苗和未接种疫苗患者的新冠肺炎住院率和死亡率,但未发现该药物能预防年轻人的严重疾病。","news_type":1,"symbols_score_info":{"PFE":1}},"isVote":1,"tweetType":1,"viewCount":5302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613512335,"gmtCreate":1649937800800,"gmtModify":1649937800800,"author":{"id":"3482738579178311","authorId":"3482738579178311","name":"59743654","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3482738579178311","idStr":"3482738579178311"},"themes":[],"title":"","htmlText":"台积电也算躺吗?","listText":"台积电也算躺吗?","text":"台积电也算躺吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/613512335","repostId":"1156743887","repostType":2,"repost":{"id":"1156743887","kind":"news","weMediaInfo":{"introduction":"全球第五大财经门户网站Investing.com中国官方微信,提供全球各国海量金融资讯和实时行情数据,包括股票股指、外汇、期货、基金、债券、加密货币等。关注全球金融市场动态的投资者千万不可错过。","home_visible":1,"media_name":"英为财情Investing","id":"92","head_image":"https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313"},"pubTimestamp":1649932631,"share":"https://www.laohu8.com/m/news/1156743887?lang=zh_CN&edition=full","pubTime":"2022-04-14 18:37","market":"us","language":"zh","title":"台积电营收创纪录,但躺着赚钱的日子不多了?","url":"https://stock-news.laohu8.com/highlight/detail?id=1156743887","media":"英为财情Investing","summary":"北京时间4月14日下午,台积电公布了2022年第一季度的财报。受益于全球持续的芯片短缺,汽车和高性能计算芯片增长强劲,台积电季度营收创新高,净利润更是同比大涨45%,创下历史新高。强劲的一季度财报财报","content":"<html><head></head><body><p>北京时间4月14日下午,<a href=\"https://laohu8.com/S/TSM\">台积电</a>公布了2022年第一季度的财报。受益于全球持续的芯片短缺,汽车和高性能计算芯片增长强劲,台积电季度营收创新高,净利润更是同比大涨45%,创下历史新高。</p><p><b>强劲的一季度财报</b></p><p>财报显示,今年Q1,台积电的营收和毛利率均超出预期,且营收、净利润均双双创下历史新高:</p><ul><li><p>营收175.7亿美元,同比增长36%,环比增长11.6%,超出市场预期,也打破公司给出的172亿上限;</p></li><li><p>毛利率55.6%,同比增加3.2个百分点,环比增加2.9个百分点,创历史新高;</p></li><li><p>净利润2027.3亿新台币(约合69.99亿美元),同比增长45.1%,环比增长22.0%,历史最佳。</p></li></ul><p>在制程方面,7nm及更先进制程营收进一步增长,其中,7nm制程收入占比最高,达到30%(前季27%);5nm其次占比达20%(前季23%),两者合计占据五成营收。</p><p>按产品类型划分,高性能计算(HPC)业务成为最大营收贡献领域,本季收入占比达到41%(前季37%),环比大涨26%;传统强项智能手机业务占比有所下滑,本季收入占比达到40%(前季44%),环比微增1%;汽车芯片业务增长强劲,本季营收占比达到5%(前季4%),营收环比上涨26%。</p><p>值得一提的是,公司CEO魏哲家表示,智能手机、PC等消费电子终端需求的确出现疲软,但MCU、电源管理芯片等其余领域需求依旧强劲。</p><p><b>未来前景向好</b></p><p>在电话会上,管理层上调了2022年收入增速指引,认为可以超出此前20%的中高端区间,预计二季度收入为176-182亿美元,再超华尔街预期。按照以往成绩单来看,台积电最终的业绩都能落在区间上沿,甚至略超预期。因此,36%的收入增速,或许能保持到二季度。</p><p>台积电表示,受疫情等环境因素影响,客户将长期保持库存高水位,因此2022年公司产能依旧极为紧张。此外,资本开支、扩产计划均基于客户的具体需求情况,且公司持续收到客户预付款。整体行业依旧受益于HPC、5G等领域的强劲需求,因此即便短期产业面临周期下滑,也依旧不改公司长期看好的态度。</p><p>此外,3nm制程家族需求强劲,N3/N3E将有足够的产能支撑。台积电CEO魏哲家指出,3nm将会是公司下一个营收增长点。</p><p>魏哲还特别强调,即使经济下行,公司也不会降价。</p><p>受此利好消息影响,截止发稿台积电在美股盘前上涨近3%。</p><p><b>公允价值</b></p><p>根据InvestingPro的模型显示,台积电的公允价值为115.3美元,较当前价格高出13.6%。不过华尔街分析师显然更加看好台家电,他们给出的未来12个月平均的目标价格为159.1美元,较当前价格高出56.7%!目标价格区间为135-179美元之间,即使是最低的135美元也比当前价格高出33%。</p><p>此外,台积电的财务健康状况为3分(满分5分),表现良好。随着一季度强劲的季报流出,相信其评分有可能上调。</p><p><img src=\"https://static.tigerbbs.com/18e95deba65ef85bbe13121156743505\" tg-width=\"1080\" tg-height=\"1230\" referrerpolicy=\"no-referrer\"/></p><p>台积电公允价值,来源:InvestingPro</p><p>技术面,台积电整体处于高位横盘走势,目前RSI在超卖区域出现金叉,短期内在跌至97附近后企稳并展开反弹,短期压力位在100-110区间,若股价能够突破虚线阻力,并且填补此前的跳空缺口(红框处),股价有望挑战前期高点;但是,若不能突破阻力,股价或将再创新低,甚至彻底进入熊市。</p><p><img src=\"https://static.tigerbbs.com/f143143db7e3f6bc4d1099ab1e5f387f\" tg-width=\"1080\" tg-height=\"448\" referrerpolicy=\"no-referrer\"/></p><p>台积电日线图,来源:Investing.com</p><p><b>尾声</b></p><p>对于一家制造业代工厂来说,超过40%的净利率,简直是不敢想象,但台积电做到了!短期内芯片短缺的情况还将持续,台积电二季度或将再创佳绩。</p><p>但是芯片荒到底还能持续多久?</p><p>台积电CEO魏哲家表示,芯片短缺将持续到2022年;基辛格指出,需要“几年”的时间缓解;ASML方面表示,业界一致认为芯片短缺可能会持续两年;<a href=\"https://laohu8.com/S/GS\">高盛</a>分析师也做出这样的预判称,芯片短缺将持续至2023年。</p><p>也有分析师预计,全球芯片短缺的问题将在今年下半年或者明年出现好转,芯片厂商躺着赚钱的日子或许快要结束了,这也许就是台积电从2021年1月横盘到现在,甚至出现熊市迹象的根本原因。</p></body></html>","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>台积电营收创纪录,但躺着赚钱的日子不多了?</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台积电营收创纪录,但躺着赚钱的日子不多了?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/92\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">英为财情Investing </p>\n<p class=\"h-time\">2022-04-14 18:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>北京时间4月14日下午,<a href=\"https://laohu8.com/S/TSM\">台积电</a>公布了2022年第一季度的财报。受益于全球持续的芯片短缺,汽车和高性能计算芯片增长强劲,台积电季度营收创新高,净利润更是同比大涨45%,创下历史新高。</p><p><b>强劲的一季度财报</b></p><p>财报显示,今年Q1,台积电的营收和毛利率均超出预期,且营收、净利润均双双创下历史新高:</p><ul><li><p>营收175.7亿美元,同比增长36%,环比增长11.6%,超出市场预期,也打破公司给出的172亿上限;</p></li><li><p>毛利率55.6%,同比增加3.2个百分点,环比增加2.9个百分点,创历史新高;</p></li><li><p>净利润2027.3亿新台币(约合69.99亿美元),同比增长45.1%,环比增长22.0%,历史最佳。</p></li></ul><p>在制程方面,7nm及更先进制程营收进一步增长,其中,7nm制程收入占比最高,达到30%(前季27%);5nm其次占比达20%(前季23%),两者合计占据五成营收。</p><p>按产品类型划分,高性能计算(HPC)业务成为最大营收贡献领域,本季收入占比达到41%(前季37%),环比大涨26%;传统强项智能手机业务占比有所下滑,本季收入占比达到40%(前季44%),环比微增1%;汽车芯片业务增长强劲,本季营收占比达到5%(前季4%),营收环比上涨26%。</p><p>值得一提的是,公司CEO魏哲家表示,智能手机、PC等消费电子终端需求的确出现疲软,但MCU、电源管理芯片等其余领域需求依旧强劲。</p><p><b>未来前景向好</b></p><p>在电话会上,管理层上调了2022年收入增速指引,认为可以超出此前20%的中高端区间,预计二季度收入为176-182亿美元,再超华尔街预期。按照以往成绩单来看,台积电最终的业绩都能落在区间上沿,甚至略超预期。因此,36%的收入增速,或许能保持到二季度。</p><p>台积电表示,受疫情等环境因素影响,客户将长期保持库存高水位,因此2022年公司产能依旧极为紧张。此外,资本开支、扩产计划均基于客户的具体需求情况,且公司持续收到客户预付款。整体行业依旧受益于HPC、5G等领域的强劲需求,因此即便短期产业面临周期下滑,也依旧不改公司长期看好的态度。</p><p>此外,3nm制程家族需求强劲,N3/N3E将有足够的产能支撑。台积电CEO魏哲家指出,3nm将会是公司下一个营收增长点。</p><p>魏哲还特别强调,即使经济下行,公司也不会降价。</p><p>受此利好消息影响,截止发稿台积电在美股盘前上涨近3%。</p><p><b>公允价值</b></p><p>根据InvestingPro的模型显示,台积电的公允价值为115.3美元,较当前价格高出13.6%。不过华尔街分析师显然更加看好台家电,他们给出的未来12个月平均的目标价格为159.1美元,较当前价格高出56.7%!目标价格区间为135-179美元之间,即使是最低的135美元也比当前价格高出33%。</p><p>此外,台积电的财务健康状况为3分(满分5分),表现良好。随着一季度强劲的季报流出,相信其评分有可能上调。</p><p><img src=\"https://static.tigerbbs.com/18e95deba65ef85bbe13121156743505\" tg-width=\"1080\" tg-height=\"1230\" referrerpolicy=\"no-referrer\"/></p><p>台积电公允价值,来源:InvestingPro</p><p>技术面,台积电整体处于高位横盘走势,目前RSI在超卖区域出现金叉,短期内在跌至97附近后企稳并展开反弹,短期压力位在100-110区间,若股价能够突破虚线阻力,并且填补此前的跳空缺口(红框处),股价有望挑战前期高点;但是,若不能突破阻力,股价或将再创新低,甚至彻底进入熊市。</p><p><img src=\"https://static.tigerbbs.com/f143143db7e3f6bc4d1099ab1e5f387f\" tg-width=\"1080\" tg-height=\"448\" referrerpolicy=\"no-referrer\"/></p><p>台积电日线图,来源:Investing.com</p><p><b>尾声</b></p><p>对于一家制造业代工厂来说,超过40%的净利率,简直是不敢想象,但台积电做到了!短期内芯片短缺的情况还将持续,台积电二季度或将再创佳绩。</p><p>但是芯片荒到底还能持续多久?</p><p>台积电CEO魏哲家表示,芯片短缺将持续到2022年;基辛格指出,需要“几年”的时间缓解;ASML方面表示,业界一致认为芯片短缺可能会持续两年;<a href=\"https://laohu8.com/S/GS\">高盛</a>分析师也做出这样的预判称,芯片短缺将持续至2023年。</p><p>也有分析师预计,全球芯片短缺的问题将在今年下半年或者明年出现好转,芯片厂商躺着赚钱的日子或许快要结束了,这也许就是台积电从2021年1月横盘到现在,甚至出现熊市迹象的根本原因。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"BK4503":"景林资产持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4527":"明星科技股","BK4505":"高瓴资本持仓","BK4512":"苹果概念","EWT":"台湾ETF-iShares MSCI","TSM":"台积电","BK4532":"文艺复兴科技持仓","03145":"华夏亚洲高息股","BK4526":"热门中概股","BK4550":"红杉资本持仓","BK4581":"高盛持仓","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","BK4548":"巴美列捷福持仓","BK4554":"元宇宙及AR概念"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156743887","content_text":"北京时间4月14日下午,台积电公布了2022年第一季度的财报。受益于全球持续的芯片短缺,汽车和高性能计算芯片增长强劲,台积电季度营收创新高,净利润更是同比大涨45%,创下历史新高。强劲的一季度财报财报显示,今年Q1,台积电的营收和毛利率均超出预期,且营收、净利润均双双创下历史新高:营收175.7亿美元,同比增长36%,环比增长11.6%,超出市场预期,也打破公司给出的172亿上限;毛利率55.6%,同比增加3.2个百分点,环比增加2.9个百分点,创历史新高;净利润2027.3亿新台币(约合69.99亿美元),同比增长45.1%,环比增长22.0%,历史最佳。在制程方面,7nm及更先进制程营收进一步增长,其中,7nm制程收入占比最高,达到30%(前季27%);5nm其次占比达20%(前季23%),两者合计占据五成营收。按产品类型划分,高性能计算(HPC)业务成为最大营收贡献领域,本季收入占比达到41%(前季37%),环比大涨26%;传统强项智能手机业务占比有所下滑,本季收入占比达到40%(前季44%),环比微增1%;汽车芯片业务增长强劲,本季营收占比达到5%(前季4%),营收环比上涨26%。值得一提的是,公司CEO魏哲家表示,智能手机、PC等消费电子终端需求的确出现疲软,但MCU、电源管理芯片等其余领域需求依旧强劲。未来前景向好在电话会上,管理层上调了2022年收入增速指引,认为可以超出此前20%的中高端区间,预计二季度收入为176-182亿美元,再超华尔街预期。按照以往成绩单来看,台积电最终的业绩都能落在区间上沿,甚至略超预期。因此,36%的收入增速,或许能保持到二季度。台积电表示,受疫情等环境因素影响,客户将长期保持库存高水位,因此2022年公司产能依旧极为紧张。此外,资本开支、扩产计划均基于客户的具体需求情况,且公司持续收到客户预付款。整体行业依旧受益于HPC、5G等领域的强劲需求,因此即便短期产业面临周期下滑,也依旧不改公司长期看好的态度。此外,3nm制程家族需求强劲,N3/N3E将有足够的产能支撑。台积电CEO魏哲家指出,3nm将会是公司下一个营收增长点。魏哲还特别强调,即使经济下行,公司也不会降价。受此利好消息影响,截止发稿台积电在美股盘前上涨近3%。公允价值根据InvestingPro的模型显示,台积电的公允价值为115.3美元,较当前价格高出13.6%。不过华尔街分析师显然更加看好台家电,他们给出的未来12个月平均的目标价格为159.1美元,较当前价格高出56.7%!目标价格区间为135-179美元之间,即使是最低的135美元也比当前价格高出33%。此外,台积电的财务健康状况为3分(满分5分),表现良好。随着一季度强劲的季报流出,相信其评分有可能上调。台积电公允价值,来源:InvestingPro技术面,台积电整体处于高位横盘走势,目前RSI在超卖区域出现金叉,短期内在跌至97附近后企稳并展开反弹,短期压力位在100-110区间,若股价能够突破虚线阻力,并且填补此前的跳空缺口(红框处),股价有望挑战前期高点;但是,若不能突破阻力,股价或将再创新低,甚至彻底进入熊市。台积电日线图,来源:Investing.com尾声对于一家制造业代工厂来说,超过40%的净利率,简直是不敢想象,但台积电做到了!短期内芯片短缺的情况还将持续,台积电二季度或将再创佳绩。但是芯片荒到底还能持续多久?台积电CEO魏哲家表示,芯片短缺将持续到2022年;基辛格指出,需要“几年”的时间缓解;ASML方面表示,业界一致认为芯片短缺可能会持续两年;高盛分析师也做出这样的预判称,芯片短缺将持续至2023年。也有分析师预计,全球芯片短缺的问题将在今年下半年或者明年出现好转,芯片厂商躺着赚钱的日子或许快要结束了,这也许就是台积电从2021年1月横盘到现在,甚至出现熊市迹象的根本原因。","news_type":1,"symbols_score_info":{"EWT":0.9,"TWmain":0.9,"TSM":0.9,"03145":0.9}},"isVote":1,"tweetType":1,"viewCount":6428,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":636667235,"gmtCreate":1645801448782,"gmtModify":1645801448782,"author":{"id":"3482738579178311","authorId":"3482738579178311","name":"59743654","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3482738579178311","idStr":"3482738579178311"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/VIR\">$Vir Biotechnology, Inc.(VIR)$</a> 一个季度3个多亿利润,市值只有30多亿。。就算药物只能卖半年好了。。。怎么也有六个多亿利润。管线的其他药物就不值钱吗?","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/VIR\">$Vir Biotechnology, Inc.(VIR)$</a> 一个季度3个多亿利润,市值只有30多亿。。就算药物只能卖半年好了。。。怎么也有六个多亿利润。管线的其他药物就不值钱吗?","text":"$Vir Biotechnology, Inc.(VIR)$ 一个季度3个多亿利润,市值只有30多亿。。就算药物只能卖半年好了。。。怎么也有六个多亿利润。管线的其他药物就不值钱吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/636667235","isVote":1,"tweetType":1,"viewCount":5264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631992480,"gmtCreate":1644418008007,"gmtModify":1644418008007,"author":{"id":"3482738579178311","authorId":"3482738579178311","name":"59743654","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3482738579178311","idStr":"3482738579178311"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/VIR\">$Vir Biotechnology, Inc.(VIR)$</a>重要的事说三遍。买买买","listText":"<a href=\"https://laohu8.com/S/VIR\">$Vir Biotechnology, Inc.(VIR)$</a>重要的事说三遍。买买买","text":"$Vir Biotechnology, Inc.(VIR)$重要的事说三遍。买买买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631992480","isVote":1,"tweetType":1,"viewCount":4528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631903395,"gmtCreate":1644412786637,"gmtModify":1644412786637,"author":{"id":"3482738579178311","authorId":"3482738579178311","name":"59743654","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3482738579178311","idStr":"3482738579178311"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/VIR\">$Vir Biotechnology, Inc.(VIR)$</a>严重低估,销售至少20亿。。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/VIR\">$Vir Biotechnology, Inc.(VIR)$</a>严重低估,销售至少20亿。。","text":"$Vir Biotechnology, Inc.(VIR)$严重低估,销售至少20亿。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631903395","isVote":1,"tweetType":1,"viewCount":4681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633717903,"gmtCreate":1644323359429,"gmtModify":1644323359429,"author":{"id":"3482738579178311","authorId":"3482738579178311","name":"59743654","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3482738579178311","idStr":"3482738579178311"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$</a>相信辉瑞的现金流,不是大收购,就是大回购。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$</a>相信辉瑞的现金流,不是大收购,就是大回购。","text":"$辉瑞(PFE)$相信辉瑞的现金流,不是大收购,就是大回购。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633717903","isVote":1,"tweetType":1,"viewCount":4532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":633427035,"gmtCreate":1644293156100,"gmtModify":1644293156100,"author":{"id":"3482738579178311","authorId":"3482738579178311","name":"59743654","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3482738579178311","idStr":"3482738579178311"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$</a>辉瑞的财报值得赌。","listText":"<a href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$</a>辉瑞的财报值得赌。","text":"$辉瑞(PFE)$辉瑞的财报值得赌。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/633427035","isVote":1,"tweetType":1,"viewCount":3751,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630713384,"gmtCreate":1643038796365,"gmtModify":1643038796365,"author":{"id":"3482738579178311","authorId":"3482738579178311","name":"59743654","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3482738579178311","idStr":"3482738579178311"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/VIR\">$Vir Biotechnology, Inc.(VIR)$</a>全年销售至少12亿。药企毛利历来是99。市值只有四十亿。。一年就能赚回市值1/4。这价格也是醉了","listText":"<a href=\"https://laohu8.com/S/VIR\">$Vir Biotechnology, Inc.(VIR)$</a>全年销售至少12亿。药企毛利历来是99。市值只有四十亿。。一年就能赚回市值1/4。这价格也是醉了","text":"$Vir Biotechnology, Inc.(VIR)$全年销售至少12亿。药企毛利历来是99。市值只有四十亿。。一年就能赚回市值1/4。这价格也是醉了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/630713384","isVote":1,"tweetType":1,"viewCount":2736,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":630461153,"gmtCreate":1643022458446,"gmtModify":1643022458446,"author":{"id":"3482738579178311","authorId":"3482738579178311","name":"59743654","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3482738579178311","idStr":"3482738579178311"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$</a> 严重低估。。无论疫情是否结束。药物销量只会狂飙","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$</a> 严重低估。。无论疫情是否结束。药物销量只会狂飙","text":"$辉瑞(PFE)$ 严重低估。。无论疫情是否结束。药物销量只会狂飙","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/630461153","isVote":1,"tweetType":1,"viewCount":2204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":846733089,"gmtCreate":1636112452245,"gmtModify":1636112452245,"author":{"id":"3482738579178311","authorId":"3482738579178311","name":"59743654","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3482738579178311","idStr":"3482738579178311"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/REGN\">$Regeneron Pharmaceuticals(REGN)$</a>口服药物效果差作为补充没什么问题。作为主力不可能","listText":"<a href=\"https://laohu8.com/S/REGN\">$Regeneron Pharmaceuticals(REGN)$</a>口服药物效果差作为补充没什么问题。作为主力不可能","text":"$Regeneron Pharmaceuticals(REGN)$口服药物效果差作为补充没什么问题。作为主力不可能","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846733089","isVote":1,"tweetType":1,"viewCount":3702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825375370,"gmtCreate":1634206047480,"gmtModify":1634206315096,"author":{"id":"3482738579178311","authorId":"3482738579178311","name":"59743654","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3482738579178311","idStr":"3482738579178311"},"themes":[],"title":"","htmlText":"最简单的方法,对于你追我赶的两个寡头。。两头下注。。根本没其他人来分利润。","listText":"最简单的方法,对于你追我赶的两个寡头。。两头下注。。根本没其他人来分利润。","text":"最简单的方法,对于你追我赶的两个寡头。。两头下注。。根本没其他人来分利润。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825375370","repostId":"2175193456","repostType":2,"repost":{"id":"2175193456","kind":"news","pubTimestamp":1634199362,"share":"https://www.laohu8.com/m/news/2175193456?lang=zh_CN&edition=full","pubTime":"2021-10-14 16:16","market":"us","language":"zh","title":"台积电3nm、2nm工艺放缓 Intel追上来了:2025年决战","url":"https://stock-news.laohu8.com/highlight/detail?id=2175193456","media":"快科技","summary":"台积电的放缓给了三星及Intel追赶的机会,按照Intel规划的路线图,他们在2024年要量产20A工艺,大概相当于2nm工艺,2025年还会量产在下一代的18A工艺。总的来说,台积电现在的小日子很不错,但是未来几年里要面临对手加速追赶的压力,Intel CEO基辛格喊出未来几年恢复半导体领导地位的口号不是空话,2025年左右会有一场决战。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/TSM\">台积电</a>今天发布了Q3季度财报,营收为4147亿元新台币(约合148亿美元),同比增长16.3%。<span>净利润</span>为净利润1563亿新台币(约合55.6亿美元/358亿人民币),同比增长13.8%,业绩很好很强大。</p><p>这两年台积电靠着先进工艺抢占了全球半导体晶圆代工市场的份额,第三季度5nm芯片出货量占晶圆总收入的18%,7nm占34%,这两种工艺就贡献了52%的收入,在这方面能打的对手一个都没有,<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>及Intel都要落后很多。</p><p>不过,对台积电来说,眼下的日子好过,未来几年的隐忧还是少不了的,危机早就在埋伏中了。</p><p>台积电这几年业绩大涨是在对手工艺进展落后的情况下实现的,<strong>但是台积电7nm节点开始晶圆成本就降不下来了,5nm成本更高,接下来的3nm升级周期也延长到了2.5年,功耗、密度缩放得更差,2nm工艺要到2025年了。</strong></p><p>台积电的放缓给了三星及Intel追赶的机会,按照Intel规划的路线图,他们在2024年要量产20A工艺,大概相当于2nm工艺,2025年还会量产在下一代的18A工艺。</p><p><strong>从20A工艺开始,Intel还会放弃FinFET工艺,升级两大革命性新技术——RibbonFET及PowerVia。</strong></p><img src=\"http://inews.gtimg.com/newsapp_match/0/13862875029/0\"/><p>根据Intel所说,RibbonFET是Intel对Gate All Around晶体管的实现,它将成为公司自2011年率先推出FinFET以来的首个全新晶体管架构。该技术加快了晶体管开关速度,同时实现与多鳍结构相同的驱动电流,但占用的空间更小。</p><p>PowerVia是Intel独有的、业界首个背面电能传输网络,通过消除晶圆正面供电布线需求来优化信号传输。</p><p>总的来说,台积电现在的小日子很不错,但是未来几年里要面临对手加速追赶的压力,<strong>Intel CEO基辛格喊出未来几年恢复半导体领导地位的口号不是空话,2025年左右会有一场决战。</strong></p><img src=\"http://inews.gtimg.com/newsapp_match/0/11958451898/0\"/></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>台积电3nm、2nm工艺放缓 Intel追上来了:2025年决战</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台积电3nm、2nm工艺放缓 Intel追上来了:2025年决战\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-10-14 16:16 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202110141617397c473771&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>台积电今天发布了Q3季度财报,营收为4147亿元新台币(约合148亿美元),同比增长16.3%。净利润为净利润1563亿新台币(约合55.6亿美元/358亿人民币),同比增长13.8%,业绩很好很强大。这两年台积电靠着先进工艺抢占了全球半导体晶圆代工市场的份额,第三季度5nm芯片出货量占晶圆总收入的18%,7nm占34%,这两种工艺就贡献了52%的收入,在这方面能打的对手一个都没有,三星及...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202110141617397c473771&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/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"INTC":"英特尔","03145":"华夏亚洲高息股","EWT":"台湾ETF-iShares MSCI","TSM":"台积电"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202110141617397c473771&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2175193456","content_text":"台积电今天发布了Q3季度财报,营收为4147亿元新台币(约合148亿美元),同比增长16.3%。净利润为净利润1563亿新台币(约合55.6亿美元/358亿人民币),同比增长13.8%,业绩很好很强大。这两年台积电靠着先进工艺抢占了全球半导体晶圆代工市场的份额,第三季度5nm芯片出货量占晶圆总收入的18%,7nm占34%,这两种工艺就贡献了52%的收入,在这方面能打的对手一个都没有,三星及Intel都要落后很多。不过,对台积电来说,眼下的日子好过,未来几年的隐忧还是少不了的,危机早就在埋伏中了。台积电这几年业绩大涨是在对手工艺进展落后的情况下实现的,但是台积电7nm节点开始晶圆成本就降不下来了,5nm成本更高,接下来的3nm升级周期也延长到了2.5年,功耗、密度缩放得更差,2nm工艺要到2025年了。台积电的放缓给了三星及Intel追赶的机会,按照Intel规划的路线图,他们在2024年要量产20A工艺,大概相当于2nm工艺,2025年还会量产在下一代的18A工艺。从20A工艺开始,Intel还会放弃FinFET工艺,升级两大革命性新技术——RibbonFET及PowerVia。根据Intel所说,RibbonFET是Intel对Gate All Around晶体管的实现,它将成为公司自2011年率先推出FinFET以来的首个全新晶体管架构。该技术加快了晶体管开关速度,同时实现与多鳍结构相同的驱动电流,但占用的空间更小。PowerVia是Intel独有的、业界首个背面电能传输网络,通过消除晶圆正面供电布线需求来优化信号传输。总的来说,台积电现在的小日子很不错,但是未来几年里要面临对手加速追赶的压力,Intel CEO基辛格喊出未来几年恢复半导体领导地位的口号不是空话,2025年左右会有一场决战。","news_type":1,"symbols_score_info":{"TWmain":1,"EWT":0.6,"INTC":1,"03145":0.6,"TSM":1}},"isVote":1,"tweetType":1,"viewCount":3251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864629796,"gmtCreate":1633098684250,"gmtModify":1633098684250,"author":{"id":"3482738579178311","authorId":"3482738579178311","name":"59743654","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3482738579178311","idStr":"3482738579178311"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a> 典型的做了好事i挨刀。。这种公司才是真正的技术公司。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a> 典型的做了好事i挨刀。。这种公司才是真正的技术公司。","text":"$Moderna, Inc.(MRNA)$ 典型的做了好事i挨刀。。这种公司才是真正的技术公司。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/864629796","isVote":1,"tweetType":1,"viewCount":4954,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":864854969,"gmtCreate":1633092970696,"gmtModify":1633093452593,"author":{"id":"3482738579178311","authorId":"3482738579178311","name":"59743654","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3482738579178311","idStr":"3482738579178311"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/VIR\">$Vir Biotechnology, Inc.(VIR)$</a>15% 除非市场有不知道的消息。否则仅仅是疫情受控制就这么跌至少也是不理性的。新冠药物的需求长期存在的","listText":"<a href=\"https://laohu8.com/S/VIR\">$Vir Biotechnology, Inc.(VIR)$</a>15% 除非市场有不知道的消息。否则仅仅是疫情受控制就这么跌至少也是不理性的。新冠药物的需求长期存在的","text":"$Vir Biotechnology, Inc.(VIR)$15% 除非市场有不知道的消息。否则仅仅是疫情受控制就这么跌至少也是不理性的。新冠药物的需求长期存在的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/864854969","isVote":1,"tweetType":1,"viewCount":2497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865511158,"gmtCreate":1632999809218,"gmtModify":1632999809218,"author":{"id":"3482738579178311","authorId":"3482738579178311","name":"59743654","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3482738579178311","idStr":"3482738579178311"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/REGN\">$Regeneron Pharmaceuticals(REGN)$</a>一直认为市场严重低估再生元和vir","listText":"<a href=\"https://laohu8.com/S/REGN\">$Regeneron Pharmaceuticals(REGN)$</a>一直认为市场严重低估再生元和vir","text":"$Regeneron Pharmaceuticals(REGN)$一直认为市场严重低估再生元和vir","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/865511158","isVote":1,"tweetType":1,"viewCount":3240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":862951970,"gmtCreate":1632832654357,"gmtModify":1632836020958,"author":{"id":"3482738579178311","authorId":"3482738579178311","name":"59743654","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3482738579178311","idStr":"3482738579178311"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/REGN\">$Regeneron Pharmaceuticals(REGN)$</a>市场开始认为疫情就要结束了","listText":"<a href=\"https://laohu8.com/S/REGN\">$Regeneron Pharmaceuticals(REGN)$</a>市场开始认为疫情就要结束了","text":"$Regeneron Pharmaceuticals(REGN)$市场开始认为疫情就要结束了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/862951970","isVote":1,"tweetType":1,"viewCount":2952,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":863404980,"gmtCreate":1632409671140,"gmtModify":1632409671140,"author":{"id":"3482738579178311","authorId":"3482738579178311","name":"59743654","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3482738579178311","idStr":"3482738579178311"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/VIR\">$Vir Biotechnology, Inc.(VIR)$</a> 就问一个问题,药物出问题了吗?市场前景出问题了吗?","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/VIR\">$Vir Biotechnology, Inc.(VIR)$</a> 就问一个问题,药物出问题了吗?市场前景出问题了吗?","text":"$Vir Biotechnology, Inc.(VIR)$ 就问一个问题,药物出问题了吗?市场前景出问题了吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/863404980","isVote":1,"tweetType":1,"viewCount":2562,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":869779939,"gmtCreate":1632325100221,"gmtModify":1632360507863,"author":{"id":"3482738579178311","authorId":"3482738579178311","name":"59743654","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3482738579178311","idStr":"3482738579178311"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/VIR\">$Vir Biotechnology, Inc.(VIR)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/REGN\">$Regeneron Pharmaceuticals(REGN)$</a>目标价位调低2股价跌这么多。。理性投资呢?一群疯子和傻子","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/VIR\">$Vir Biotechnology, Inc.(VIR)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/REGN\">$Regeneron Pharmaceuticals(REGN)$</a>目标价位调低2股价跌这么多。。理性投资呢?一群疯子和傻子","text":"$Vir Biotechnology, Inc.(VIR)$ $Regeneron Pharmaceuticals(REGN)$目标价位调低2股价跌这么多。。理性投资呢?一群疯子和傻子","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/869779939","isVote":1,"tweetType":1,"viewCount":1869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":249549,"gmtCreate":1535026274931,"gmtModify":1704771209889,"author":{"id":"3482738579178311","authorId":"3482738579178311","name":"59743654","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3482738579178311","idStr":"3482738579178311"},"themes":[],"title":"","htmlText":"$阿里巴巴(BABA)$ 盘前拉是庄家常见手法,其实财报只能算说的过去。没条件大涨。","listText":"$阿里巴巴(BABA)$ 盘前拉是庄家常见手法,其实财报只能算说的过去。没条件大涨。","text":"$阿里巴巴(BABA)$ 盘前拉是庄家常见手法,其实财报只能算说的过去。没条件大涨。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":15,"repostSize":0,"link":"https://laohu8.com/post/249549","isVote":1,"tweetType":1,"viewCount":803,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3456807376365389","authorId":"3456807376365389","name":"爱叮当的哆啦A梦","avatar":"https://static.laohu8.com/18407881255f12c351eaa8105b1e750d","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3456807376365389","idStr":"3456807376365389"},"content":"阿里巴巴那么多机构持股,你说的庄家是那一个?垃圾股只有一两个机构持股就算了,这种绩优股机构报团的也有庄家?怕不是自己拉起来了,给别人砸下去了。弟弟","text":"阿里巴巴那么多机构持股,你说的庄家是那一个?垃圾股只有一两个机构持股就算了,这种绩优股机构报团的也有庄家?怕不是自己拉起来了,给别人砸下去了。弟弟","html":"阿里巴巴那么多机构持股,你说的庄家是那一个?垃圾股只有一两个机构持股就算了,这种绩优股机构报团的也有庄家?怕不是自己拉起来了,给别人砸下去了。弟弟"},{"author":{"id":"3488853629136472","authorId":"3488853629136472","name":"Laozhan123","avatar":"https://static.tigerbbs.com/06ba452ce00d1300ec23bef73f555ec8","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3488853629136472","idStr":"3488853629136472"},"content":"有哪个庄家能拉得动alibaba....真逗","text":"有哪个庄家能拉得动alibaba....真逗","html":"有哪个庄家能拉得动alibaba....真逗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310620499,"gmtCreate":1611325661011,"gmtModify":1703749734393,"author":{"id":"3482738579178311","authorId":"3482738579178311","name":"59743654","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3482738579178311","idStr":"3482738579178311"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/LMT\">$洛克希德马丁(LMT)$</a> 台积电后我第二个看好的股票。。这是世界最大的软件公司。。你们知道吗?","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/LMT\">$洛克希德马丁(LMT)$</a> 台积电后我第二个看好的股票。。这是世界最大的软件公司。。你们知道吗?","text":"$洛克希德马丁(LMT)$ 台积电后我第二个看好的股票。。这是世界最大的软件公司。。你们知道吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":8,"repostSize":1,"link":"https://laohu8.com/post/310620499","isVote":1,"tweetType":1,"viewCount":6246,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3553491673365690","authorId":"3553491673365690","name":"一颗倔强的韭菜","avatar":"https://static.tigerbbs.com/b913215b011b37d77d81e81339171719","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3553491673365690","idStr":"3553491673365690"},"content":"必须加仓赌一手财报四季度超预期","text":"必须加仓赌一手财报四季度超预期","html":"必须加仓赌一手财报四季度超预期"},{"author":{"id":"3550536160337988","authorId":"3550536160337988","name":"DragonView","avatar":"https://static.tigerbbs.com/05dd4cd64f78bf3473439510752e8a73","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"3550536160337988","idStr":"3550536160337988"},"content":"是因为高科技电子战机等对电子设备软件的要求高吗?","text":"是因为高科技电子战机等对电子设备软件的要求高吗?","html":"是因为高科技电子战机等对电子设备软件的要求高吗?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":334555,"gmtCreate":1542640235260,"gmtModify":1704781286581,"author":{"id":"3482738579178311","authorId":"3482738579178311","name":"59743654","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3482738579178311","idStr":"3482738579178311"},"themes":[],"title":"","htmlText":"$英伟达(NVDA)$ 都不看新闻,活该不知道怎么死。美国加强ai出口技术限制。。硬件上,首当其冲就是英伟达。。国内多少企业用英伟达做ai加速。。不知道么?再跌10%也不奇怪啊。","listText":"$英伟达(NVDA)$ 都不看新闻,活该不知道怎么死。美国加强ai出口技术限制。。硬件上,首当其冲就是英伟达。。国内多少企业用英伟达做ai加速。。不知道么?再跌10%也不奇怪啊。","text":"$英伟达(NVDA)$ 都不看新闻,活该不知道怎么死。美国加强ai出口技术限制。。硬件上,首当其冲就是英伟达。。国内多少企业用英伟达做ai加速。。不知道么?再跌10%也不奇怪啊。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/334555","isVote":1,"tweetType":1,"viewCount":4610,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3498089921022259","authorId":"3498089921022259","name":"万物皆空","avatar":"https://static.tigerbbs.com/e8186eebd86e43bf1abafc6f32500b6c","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3498089921022259","idStr":"3498089921022259"},"content":"兄弟说的在理,估计我们要自己开发了","text":"兄弟说的在理,估计我们要自己开发了","html":"兄弟说的在理,估计我们要自己开发了"},{"author":{"id":"53618817290676","authorId":"53618817290676","name":"脸厚胆大心狠","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"53618817290676","idStr":"53618817290676"},"content":"新闻链接呢?","text":"新闻链接呢?","html":"新闻链接呢?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":264716,"gmtCreate":1536764934763,"gmtModify":1704773142339,"author":{"id":"3482738579178311","authorId":"3482738579178311","name":"59743654","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3482738579178311","idStr":"3482738579178311"},"themes":[],"title":"","htmlText":"$美光科技(MU)$ 美股让我大开眼界。。存储器即使销售停滞,利润腰斩。。这种高科技股的估值,也不至于这么低的吓人吧?3.8倍?我眼花了吗?ssd替代磁盘存储器就不知道要生产多少年。。就不说存储的大发展了。","listText":"$美光科技(MU)$ 美股让我大开眼界。。存储器即使销售停滞,利润腰斩。。这种高科技股的估值,也不至于这么低的吓人吧?3.8倍?我眼花了吗?ssd替代磁盘存储器就不知道要生产多少年。。就不说存储的大发展了。","text":"$美光科技(MU)$ 美股让我大开眼界。。存储器即使销售停滞,利润腰斩。。这种高科技股的估值,也不至于这么低的吓人吧?3.8倍?我眼花了吗?ssd替代磁盘存储器就不知道要生产多少年。。就不说存储的大发展了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/264716","isVote":1,"tweetType":1,"viewCount":2463,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3458157805159745","authorId":"3458157805159745","name":"著名吃客","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3458157805159745","idStr":"3458157805159745"},"content":"中国企业已经研发了,就跟以前的光伏一样","text":"中国企业已经研发了,就跟以前的光伏一样","html":"中国企业已经研发了,就跟以前的光伏一样"},{"author":{"id":"3458157805159745","authorId":"3458157805159745","name":"著名吃客","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3458157805159745","idStr":"3458157805159745"},"content":"这种没什么技术含量","text":"这种没什么技术含量","html":"这种没什么技术含量"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":335289607,"gmtCreate":1610606246209,"gmtModify":1703745548668,"author":{"id":"3482738579178311","authorId":"3482738579178311","name":"59743654","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3482738579178311","idStr":"3482738579178311"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>今天的财报真的不重要,今天是否赌中财报真的也不重要。台积电的领先是否可以保持才重要。3nm何时量产很重要2nm什么时候量产也很重要","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>今天的财报真的不重要,今天是否赌中财报真的也不重要。台积电的领先是否可以保持才重要。3nm何时量产很重要2nm什么时候量产也很重要","text":"$台积电(TSM)$今天的财报真的不重要,今天是否赌中财报真的也不重要。台积电的领先是否可以保持才重要。3nm何时量产很重要2nm什么时候量产也很重要","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":4,"repostSize":1,"link":"https://laohu8.com/post/335289607","isVote":1,"tweetType":1,"viewCount":3980,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":263467,"gmtCreate":1536674216760,"gmtModify":1704772982691,"author":{"id":"3482738579178311","authorId":"3482738579178311","name":"59743654","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3482738579178311","idStr":"3482738579178311"},"themes":[],"title":"","htmlText":"$阿里巴巴(BABA)$ 短期底部到了","listText":"$阿里巴巴(BABA)$ 短期底部到了","text":"$阿里巴巴(BABA)$ 短期底部到了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/263467","isVote":1,"tweetType":1,"viewCount":2025,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494402835244610","authorId":"3494402835244610","name":"abccooolc","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3494402835244610","idStr":"3494402835244610"},"content":"170,165,160的时候我都是这么想的","text":"170,165,160的时候我都是这么想的","html":"170,165,160的时候我都是这么想的"},{"author":{"id":"3496933772105304","authorId":"3496933772105304","name":"小非虎","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3496933772105304","idStr":"3496933772105304"},"content":"何以见得?就因为今天涨了?","text":"何以见得?就因为今天涨了?","html":"何以见得?就因为今天涨了?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":167877,"gmtCreate":1521167326479,"gmtModify":1704890380223,"author":{"id":"3482738579178311","authorId":"3482738579178311","name":"59743654","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3482738579178311","idStr":"3482738579178311"},"themes":[],"title":"","htmlText":"$瑞思学科英语(REDU)$ 其实财报数据不错一过性的费用导致的短期亏损,根本不用过多考虑。16左右,可以安心买入。。分批建仓。应该正在推进收购加盟商等事项。当然谈判难度不低。","listText":"$瑞思学科英语(REDU)$ 其实财报数据不错一过性的费用导致的短期亏损,根本不用过多考虑。16左右,可以安心买入。。分批建仓。应该正在推进收购加盟商等事项。当然谈判难度不低。","text":"$瑞思学科英语(REDU)$ 其实财报数据不错一过性的费用导致的短期亏损,根本不用过多考虑。16左右,可以安心买入。。分批建仓。应该正在推进收购加盟商等事项。当然谈判难度不低。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/167877","isVote":1,"tweetType":1,"viewCount":1400,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3438233398038306","authorId":"3438233398038306","name":"木子李小白","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3438233398038306","idStr":"3438233398038306"},"content":"请问详细财报哪里有啊","text":"请问详细财报哪里有啊","html":"请问详细财报哪里有啊"},{"author":{"id":"3465647488121089","authorId":"3465647488121089","name":"神魔一线","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3465647488121089","idStr":"3465647488121089"},"content":"财报我也看了,没啥问题,估计是尾盘有人看到亏损就吓尿了。。不会看财报的不要买美股。。","text":"财报我也看了,没啥问题,估计是尾盘有人看到亏损就吓尿了。。不会看财报的不要买美股。。","html":"财报我也看了,没啥问题,估计是尾盘有人看到亏损就吓尿了。。不会看财报的不要买美股。。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":289179,"gmtCreate":1538670194437,"gmtModify":1704776176263,"author":{"id":"3482738579178311","authorId":"3482738579178311","name":"59743654","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3482738579178311","idStr":"3482738579178311"},"themes":[],"title":"","htmlText":"$阿里巴巴(BABA)$ 技术上可以买了。。不过国运角度,大家自己考虑","listText":"$阿里巴巴(BABA)$ 技术上可以买了。。不过国运角度,大家自己考虑","text":"$阿里巴巴(BABA)$ 技术上可以买了。。不过国运角度,大家自己考虑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/289179","isVote":1,"tweetType":1,"viewCount":856,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493465956821532","authorId":"3493465956821532","name":"11cb111b","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3493465956821532","idStr":"3493465956821532"},"content":"技术上明明还没到有底部信号,别瞎说","text":"技术上明明还没到有底部信号,别瞎说","html":"技术上明明还没到有底部信号,别瞎说"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":331716754,"gmtCreate":1609764701178,"gmtModify":1703740311927,"author":{"id":"3482738579178311","authorId":"3482738579178311","name":"59743654","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3482738579178311","idStr":"3482738579178311"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>我说的天命股。大家还记得吗?","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>我说的天命股。大家还记得吗?","text":"$台积电(TSM)$我说的天命股。大家还记得吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/331716754","isVote":1,"tweetType":1,"viewCount":4118,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":336557035,"gmtCreate":1610118851227,"gmtModify":1703742898858,"author":{"id":"3482738579178311","authorId":"3482738579178311","name":"59743654","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3482738579178311","idStr":"3482738579178311"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>我再问大家一句,还记得我第几次说天命股吗?","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a>我再问大家一句,还记得我第几次说天命股吗?","text":"$台积电(TSM)$我再问大家一句,还记得我第几次说天命股吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/336557035","isVote":1,"tweetType":1,"viewCount":3892,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3565326924973751","authorId":"3565326924973751","name":"陆金所带我发财","avatar":"https://static.tigerbbs.com/4318c52d40dea581465b56774e1fb177","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3565326924973751","idStr":"3565326924973751"},"content":"今天买的就被套住咯","text":"今天买的就被套住咯","html":"今天买的就被套住咯"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}