seanguo的个人主页 - 老虎社区

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2020-11-19

净亏损写错了吧

抱歉，原内容已删除

2020-07-10

$老虎证券(TIGR)$感谢老铁的火箭，all了

2020-05-28

这篇文章不错，转发给大家看

@我是股神的小腿毛:震惊！大摩最看好的疫苗股竟是

2020-05-18

$小米集团-W(01810)$用鬼子的武器打鬼子

2020-03-25

$A50指数主连(CNmain)$磨磨唧唧磨磨唧唧，你是阉了市场？

2020-03-18

36kr这种**媒体也开始收水军钱了

小米或放弃手机芯片自研开发，澎湃二代处理器无问世可能

2019-11-04

$金山软件(03888)$ 疯狂轧空

2019-10-30

$AMD(AMD)$ 其实这个季度业绩兑现的还不错，长期来看是低位

2019-10-28

$小米集团-W(01810)$ 瑞信和高盛又开始做空啦[捂脸]

2019-07-31

$AMD(AMD)$ 电话会议提到跟三星的交易收入记到三四季度营收里吗？

2019-07-18

$斗鱼(DOYU)$ 反正跌不过虎牙。

2019-07-16

$小米集团-W(01810)$ 空头一点点钱打下来1%。这空头是气急败坏了吧[抠鼻]

2019-05-15

$小米集团-W(01810)$ 财报前静默期不能回购吧

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href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>感谢老铁的火箭，all了","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>感谢老铁的火箭，all了","text":"$老虎证券(TIGR)$感谢老铁的火箭，all了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/943382332","isVote":1,"tweetType":1,"viewCount":902,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":951375136,"gmtCreate":1590673367825,"gmtModify":1704193346253,"author":{"id":"3483421711285967","authorId":"3483421711285967","name":"seanguo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/951375136","repostId":"953644080","repostType":1,"repost":{"id":953644080,"gmtCreate":1590384861232,"gmtModify":1704192396576,"author":{"id":"20733756400840","authorId":"20733756400840","name":"我是股神的小腿毛","avatar":"https://static.tigerbbs.com/3d2a54ec91bee908d0ce0a36809b8199","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"震惊！大摩最看好的疫苗股竟是","htmlText":"海外疫情趋缓，但全球逾百种新冠疫苗仍在争分夺秒，近期，摩根士丹利公布了最新的研究报告，认为新冠疫苗市场价值将达到100-300亿美元，之后每年将达到20-250亿美元，而市场上参与新冠病毒疫苗研发的公司则有数百家，那么谁将赢得新型冠状病毒肺炎疫苗竞赛？ 最有希望的六大新冠疫苗 海外疫情趋缓，但全球逾百种新冠疫苗仍在争分夺秒，近期，摩根士丹利公布了最新的研究报告，认为新冠疫苗市场价值将达到100-300亿美元，之后每年将达到20-250亿美元。并认为目前已经进入临床研究的新冠疫苗当中，有6种在临床上取得成功的可能性，未来也有可能可以大规模生产。其中，这四家公司研发的疫苗计划于2020年年底完成，出于时间的考量，有望成为疫苗第一梯队。 CanSino Biologics 北京康赛诺生物科技有限公司 <a target=\"_blank\" href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a> University of Oxford/AstraZeneca ( 牛津大学 / <a target=\"_blank\" href=\"https://laohu8.com/S/AZN\">$阿斯利康(AZN)$</a> ) 而<a target=\"_blank\" href=\"https://laohu8.com/S/JNJ\">$强生(JNJ)$</a> 腺病毒载体疫苗和","listText":"海外疫情趋缓，但全球逾百种新冠疫苗仍在争分夺秒，近期，摩根士丹利公布了最新的研究报告，认为新冠疫苗市场价值将达到100-300亿美元，之后每年将达到20-250亿美元，而市场上参与新冠病毒疫苗研发的公司则有数百家，那么谁将赢得新型冠状病毒肺炎疫苗竞赛？ 最有希望的六大新冠疫苗 海外疫情趋缓，但全球逾百种新冠疫苗仍在争分夺秒，近期，摩根士丹利公布了最新的研究报告，认为新冠疫苗市场价值将达到100-300亿美元，之后每年将达到20-250亿美元。并认为目前已经进入临床研究的新冠疫苗当中，有6种在临床上取得成功的可能性，未来也有可能可以大规模生产。其中，这四家公司研发的疫苗计划于2020年年底完成，出于时间的考量，有望成为疫苗第一梯队。 CanSino Biologics 北京康赛诺生物科技有限公司 <a target=\"_blank\" href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a> University of Oxford/AstraZeneca ( 牛津大学 / <a target=\"_blank\" href=\"https://laohu8.com/S/AZN\">$阿斯利康(AZN)$</a> ) 而<a target=\"_blank\" href=\"https://laohu8.com/S/JNJ\">$强生(JNJ)$</a> 腺病毒载体疫苗和","text":"海外疫情趋缓，但全球逾百种新冠疫苗仍在争分夺秒，近期，摩根士丹利公布了最新的研究报告，认为新冠疫苗市场价值将达到100-300亿美元，之后每年将达到20-250亿美元，而市场上参与新冠病毒疫苗研发的公司则有数百家，那么谁将赢得新型冠状病毒肺炎疫苗竞赛？ 最有希望的六大新冠疫苗 海外疫情趋缓，但全球逾百种新冠疫苗仍在争分夺秒，近期，摩根士丹利公布了最新的研究报告，认为新冠疫苗市场价值将达到100-300亿美元，之后每年将达到20-250亿美元。并认为目前已经进入临床研究的新冠疫苗当中，有6种在临床上取得成功的可能性，未来也有可能可以大规模生产。其中，这四家公司研发的疫苗计划于2020年年底完成，出于时间的考量，有望成为疫苗第一梯队。 CanSino Biologics 北京康赛诺生物科技有限公司 $BioNTech SE(BNTX)$ /$辉瑞(PFE)$ $Moderna, Inc.(MRNA)$ University of Oxford/AstraZeneca ( 牛津大学 / $阿斯利康(AZN)$ ) 而$强生(JNJ)$ 腺病毒载体疫苗和","images":[{"img":"https://static.tigerbbs.com/9fc223830e72395bed392aa10b5ed2d7","width":"1348","height":"928"},{"img":"https://static.tigerbbs.com/921098ebef5b93343c1e9db651985cff","width":"252","height":"200"},{"img":"https://static.tigerbbs.com/12b97cf477c081e97a09c27cf2002ddb","width":"1216","height":"468"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/953644080","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":4,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":959943004,"gmtCreate":1589765036808,"gmtModify":1704190509487,"author":{"id":"3483421711285967","authorId":"3483421711285967","name":"seanguo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>用鬼子的武器打鬼子","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$</a>用鬼子的武器打鬼子","text":"$小米集团-W(01810)$用鬼子的武器打鬼子","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/959943004","isVote":1,"tweetType":1,"viewCount":1074,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":920524534,"gmtCreate":1585066177428,"gmtModify":1704356829937,"author":{"id":"3483421711285967","authorId":"3483421711285967","name":"seanguo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连(CNmain)$</a>磨磨唧唧磨磨唧唧，你是阉了市场？","listText":"<a href=\"https://laohu8.com/FUT/CNmain\">$A50指数主连(CNmain)$</a>磨磨唧唧磨磨唧唧，你是阉了市场？","text":"$A50指数主连(CNmain)$磨磨唧唧磨磨唧唧，你是阉了市场？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/920524534","isVote":1,"tweetType":1,"viewCount":844,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":967996579,"gmtCreate":1584518768991,"gmtModify":1704354561180,"author":{"id":"3483421711285967","authorId":"3483421711285967","name":"seanguo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"36kr这种**媒体也开始收水军钱了","listText":"36kr这种**媒体也开始收水军钱了","text":"36kr这种**媒体也开始收水军钱了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/967996579","repostId":"2020656213","repostType":2,"repost":{"id":"2020656213","pubTimestamp":1584511572,"share":"https://www.laohu8.com/m/news/2020656213?lang=&edition=full","pubTime":"2020-03-18 14:06","market":"us","language":"zh","title":"小米或放弃手机芯片自研开发，澎湃二代处理器无问世可能","url":"https://stock-news.laohu8.com/highlight/detail?id=2020656213","media":"机器之能","summary":"某种程度上可以理解为，小米不在留恋手机 SoC，而是果断转战 IoT 芯片领域。","content":"<html><body><div><p>编者按：本文来自微信公众号“机器之能”（ID:almosthuman2017），作者：吴昕，<a href=\"https://laohu8.com/S/KRKR\">36氪</a>经授权发布。</p><p><img src=\"https://img.36krcdn.com/20200318/v2_3e437d0d9bb643f78e41f20efa939542_img_000\"/></p><p>「小米在松果电子失败后已然将自研 AP 的版图画上休止符，转而透过研发门坎较低的蓝牙、射频芯片等外围零组件，逐步扩大对自家产品的技术掌握，而华为则是选择重要的高端 AP 自行研发，并由上至下进行渗透。」</p><p>熟悉手机供应链的业内人士「冷希 Dev」在昨日谈及小米与华为在 IC 领域布局的<a href=\"https://laohu8.com/S/WB\">微博</a>中表示：「小米在松果电子失败后已然将自研 AP 的版图画上休止符，转而透过研发门坎较低的蓝牙、射频芯片等外围零组件，逐步扩大对自家产品的技术掌握，而华为则是选择重要的高端 AP 自行研发，并由上至下进行渗透。」</p><p>（注：AP 芯片，即 Application Processor，应用芯片指在低功耗 CPU 的基础上扩展音视频功能和专用接口的超大规模集成电路，在手机端即主芯片）</p><p>谈到小米芯片研发主要指「松果」团队。2014 年 10 月，小米旗下公司松果电子成立；11 月，松果科技与<a href=\"https://laohu8.com/S/600198\">大唐电信</a>旗下联芯科技签署《SDR1860 平台技术转让合同》，其以 1.03 亿元的价格得到了联芯科技开发和持有的 SDR1860 平台技术。</p><p>而松果科技的核心人员正是小米公司内部负责技术研发的核心员工之一。2015 年 7 月，原<a href=\"https://laohu8.com/S/QCOM\">高通</a>中国区掌门人王翔将加入小米公司并担任高级副总裁，负责战略合作与重要合作伙伴关系。</p><p><img src=\"https://img.36krcdn.com/20200318/v2_e1b29ea3230d4696a2df9b2c0abedfce_img_000\"/></p><p>2017 年 2 月，小米首代自研芯片澎湃 S1 发布，同时小米也推出了搭载澎湃 S1 的中端机小米 5C，采用较为落后的 28nm 制程。初代产品并不尽如人意，为小米 5C 带来了比较严重的发热问题，导致手机整体销量不理想。</p><p>而在这后，小米芯片的消息就不多，也没有在自家手机上搭载过澎湃芯片。</p><p>2018 年 11 月，业界频繁传出澎湃 S2 多次流片失败，导致小米至少上亿元的资金被打「水漂」，松果团队濒临解散。</p><p>而就在人们纷纷猜测澎湃系列 SoC 未来命运的时候，小米发布了重组松果的消息。</p><p>2019 年 4 月，小米集团组织部发布组织架构调整邮件，小米旗下全资子公司松果电子团队进行重组，其中部分团队分拆组建新公司南京大鱼半导体，并开始独立融资。大鱼半导体研发半导体领域的 AI 和 IoT 芯片与解决方案的技术，而松果则延续原来的路线，继续研发手机 SoC 芯片和 AI 芯片。</p><p>此番重组，不少人解读为小米造芯计划受挫于是另谋出路。研发芯片耗资巨大，早在发布澎湃 S1 芯片时，小米创始人兼董事长雷军表示投入超过 10 亿；而华为方面更强调它多年来在芯片研发方面的投入数百亿，巨大的投入加大小米立足芯片市场的难度，而澎湃 S1 的表现未如理想，也让小米在思考是否值得继续投入研发手机芯片。</p><p>从<a href=\"https://laohu8.com/S/AAPL\">苹果</a>开始，再到华为，以及如今的小米、OPPO、vivo，我们看到越来越多的系统厂商开始自研芯片，最近<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>等互联网厂商都加入了自研芯片的行列。归根到底，系统厂商（包括互联网厂商）自研芯片，是为了能实现差异化竞争。</p><p>在业内人士「冷希 Dev」看来，小米与华为的做法没有商业优劣之分，只是策略不同而已。</p><p><img src=\"https://img.36krcdn.com/20200318/v2_f6a4d4e7c6a241a29eb3a4a87451b401_img_000\"/></p><p>「小米目前仍追求产品竞争力与财务利润最大化的平衡，将 IC 业务分散既能避免长期花费巨额资金研发，另一方面也能对投资的 IC 公司拥有部分控制权和高度议价权。对于华为来说，其布局的仍是长线技术，打造自主供应链，优化技术结构，甚至联动整个 IC 产业。从这点上其实能观察到未来两家企业的技术思路。」</p><p><img src=\"https://img.36krcdn.com/20200318/v2_2091398bc2104460a3a3981cd478d812_img_000\"/></p><p>至于华为方面的选择则是基于自身对于通信技术的沉淀，以及通讯的需求推动核心元器件的研发，无论小米还是华为都是为了巩固自身发展的护城河，在发展阶段从线性增长迈向双 S 型增长。</p><p>某种程度上可以理解为，小米不在留恋手机 SoC，而是果断转战 IoT 芯片领域。</p><p>事实上，除了手机，AIoT 已经成为小米最为重要的战略方向。在智能家居领域，小米入局时间极早，并且通过小米音响及一系列小米生态链公司、「米家」等销售渠道已经形成了稳固的市场优势。</p><p>而相比手机 SoC，IoT 芯片的技术门槛较低，其开发的关键与其说是技术，不如说是对于市场的把握和产品的定位。结合小米强大的产品能力，IoT 芯片是比手机芯片更容易跑出的赛道。</p><p>「冷希 Dev」还透露，小米 10 系列两款机型的目标出货量为 300 万台的信息，并表示小米需要多多加油。尽管这样的出货目标似乎低于不少人的预期，但无疑与小米 10 系列这次的定价存在一定的关系。同时由于疫情影响，产业链代工厂遭遇了较严重的复工障碍，使得新款手机生产量骤降，同样让小米 10 系列的销售受到波及。</p><p>尽管目前智能手机产业的发展已经步入成熟期，但芯片作为智能手机构成中最基础的部件和平台，对于手机的成本和体验依然起着举足轻重的作用。</p></div></body></html>","source":"36kr_stock","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>小米或放弃手机芯片自研开发，澎湃二代处理器无问世可能</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{ 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}\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小米或放弃手机芯片自研开发，澎湃二代处理器无问世可能\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-03-18 14:06 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/5302620><strong>机器之能</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>编者按：本文来自微信公众号“机器之能”（ID:almosthuman2017），作者：吴昕，36氪经授权发布。「小米在松果电子失败后已然将自研 AP 的版图画上休止符，转而透过研发门坎较低的蓝牙、射频芯片等外围零组件，逐步扩大对自家产品的技术掌握，而华为则是选择重要的高端 AP 自行研发，并由上至下进行渗透。」熟悉手机供应链的业内人士「冷希 Dev」在昨日谈及小米与华为在 IC 领域布局的微博中...</p>\n\n<a href=\"https://36kr.com/p/5302620\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6440ed998678ceba7821d81f1812c86f","relate_stocks":{"01810":"小米集团-W"},"source_url":"https://36kr.com/p/5302620","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2020656213","content_text":"编者按：本文来自微信公众号“机器之能”（ID:almosthuman2017），作者：吴昕，36氪经授权发布。「小米在松果电子失败后已然将自研 AP 的版图画上休止符，转而透过研发门坎较低的蓝牙、射频芯片等外围零组件，逐步扩大对自家产品的技术掌握，而华为则是选择重要的高端 AP 自行研发，并由上至下进行渗透。」熟悉手机供应链的业内人士「冷希 Dev」在昨日谈及小米与华为在 IC 领域布局的微博中表示：「小米在松果电子失败后已然将自研 AP 的版图画上休止符，转而透过研发门坎较低的蓝牙、射频芯片等外围零组件，逐步扩大对自家产品的技术掌握，而华为则是选择重要的高端 AP 自行研发，并由上至下进行渗透。」（注：AP 芯片，即 Application Processor，应用芯片指在低功耗 CPU 的基础上扩展音视频功能和专用接口的超大规模集成电路，在手机端即主芯片）谈到小米芯片研发主要指「松果」团队。2014 年 10 月，小米旗下公司松果电子成立；11 月，松果科技与大唐电信旗下联芯科技签署《SDR1860 平台技术转让合同》，其以 1.03 亿元的价格得到了联芯科技开发和持有的 SDR1860 平台技术。而松果科技的核心人员正是小米公司内部负责技术研发的核心员工之一。2015 年 7 月，原高通中国区掌门人王翔将加入小米公司并担任高级副总裁，负责战略合作与重要合作伙伴关系。2017 年 2 月，小米首代自研芯片澎湃 S1 发布，同时小米也推出了搭载澎湃 S1 的中端机小米 5C，采用较为落后的 28nm 制程。初代产品并不尽如人意，为小米 5C 带来了比较严重的发热问题，导致手机整体销量不理想。而在这后，小米芯片的消息就不多，也没有在自家手机上搭载过澎湃芯片。2018 年 11 月，业界频繁传出澎湃 S2 多次流片失败，导致小米至少上亿元的资金被打「水漂」，松果团队濒临解散。而就在人们纷纷猜测澎湃系列 SoC 未来命运的时候，小米发布了重组松果的消息。2019 年 4 月，小米集团组织部发布组织架构调整邮件，小米旗下全资子公司松果电子团队进行重组，其中部分团队分拆组建新公司南京大鱼半导体，并开始独立融资。大鱼半导体研发半导体领域的 AI 和 IoT 芯片与解决方案的技术，而松果则延续原来的路线，继续研发手机 SoC 芯片和 AI 芯片。此番重组，不少人解读为小米造芯计划受挫于是另谋出路。研发芯片耗资巨大，早在发布澎湃 S1 芯片时，小米创始人兼董事长雷军表示投入超过 10 亿；而华为方面更强调它多年来在芯片研发方面的投入数百亿，巨大的投入加大小米立足芯片市场的难度，而澎湃 S1 的表现未如理想，也让小米在思考是否值得继续投入研发手机芯片。从苹果开始，再到华为，以及如今的小米、OPPO、vivo，我们看到越来越多的系统厂商开始自研芯片，最近谷歌、亚马逊等互联网厂商都加入了自研芯片的行列。归根到底，系统厂商（包括互联网厂商）自研芯片，是为了能实现差异化竞争。在业内人士「冷希 Dev」看来，小米与华为的做法没有商业优劣之分，只是策略不同而已。「小米目前仍追求产品竞争力与财务利润最大化的平衡，将 IC 业务分散既能避免长期花费巨额资金研发，另一方面也能对投资的 IC 公司拥有部分控制权和高度议价权。对于华为来说，其布局的仍是长线技术，打造自主供应链，优化技术结构，甚至联动整个 IC 产业。从这点上其实能观察到未来两家企业的技术思路。」至于华为方面的选择则是基于自身对于通信技术的沉淀，以及通讯的需求推动核心元器件的研发，无论小米还是华为都是为了巩固自身发展的护城河，在发展阶段从线性增长迈向双 S 型增长。某种程度上可以理解为，小米不在留恋手机 SoC，而是果断转战 IoT 芯片领域。事实上，除了手机，AIoT 已经成为小米最为重要的战略方向。在智能家居领域，小米入局时间极早，并且通过小米音响及一系列小米生态链公司、「米家」等销售渠道已经形成了稳固的市场优势。而相比手机 SoC，IoT 芯片的技术门槛较低，其开发的关键与其说是技术，不如说是对于市场的把握和产品的定位。结合小米强大的产品能力，IoT 芯片是比手机芯片更容易跑出的赛道。「冷希 Dev」还透露，小米 10 系列两款机型的目标出货量为 300 万台的信息，并表示小米需要多多加油。尽管这样的出货目标似乎低于不少人的预期，但无疑与小米 10 系列这次的定价存在一定的关系。同时由于疫情影响，产业链代工厂遭遇了较严重的复工障碍，使得新款手机生产量骤降，同样让小米 10 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财报前静默期不能回购吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/901418535","isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390120113,"gmtCreate":1605742946732,"gmtModify":1703839330118,"author":{"id":"3483421711285967","authorId":"3483421711285967","name":"seanguo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"净亏损写错了吧","listText":"净亏损写错了吧","text":"净亏损写错了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390120113","repostId":"1148680318","repostType":2,"repost":{"id":"1148680318","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1605741029,"share":"https://www.laohu8.com/m/news/1148680318?lang=&edition=full","pubTime":"2020-11-19 07:10","market":"hk","language":"zh","title":"哔哩哔哩Q3营收超预期，盘后涨超2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1148680318","media":"老虎资讯综合","summary":"11月18日美股盘后，Z世代泛娱乐文化社区$哔哩哔哩$发布了2020年第三季度财报。周三哔哩哔哩收跌4.4%，报收47.85美元，今年以来股价累涨157%，公司市值超166亿美元。财报公布后，哔哩哔哩盘后股价短线拉升，涨超2%。哔哩哔哩第三季度营收32.3亿元，市场预期30.68亿元，去年同期18.59亿元；调整后净亏损9.9亿元，去年同期亏损3.43亿元；调整后每股亏损2.76元，市场预期亏损2.45元。哔哩哔哩预计第四季度营收为36亿元-37亿元，此前预期为32.6亿元。","content":"<p>11月18日美股盘后，Z世代泛娱乐文化社区<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>发布了2020年第三季度财报。</p><p>周三哔哩哔哩收跌4.4%，报收47.85美元，今年以来股价累涨157%，公司市值超166亿美元。财报公布后，哔哩哔哩盘后股价短线拉升，涨超2%。<img src=\"https://static.tigerbbs.com/7350456612b91481fc7381b5f75ef238\" tg-width=\"867\" tg-height=\"663\"><b>财报亮点：</b></p><ul><li>哔哩哔哩第三季度营收32.3亿元，市场预期30.68亿元，去年同期18.59亿元；调整后净亏损9.9亿元，去年同期亏损3.43亿元；调整后每股亏损2.76元，市场预期亏损2.45元。</li></ul><ul><li>第三季度平均月活跃用户数为1.97亿，同比增长54%；移动端月活用户数为1.84亿，同比增长61%。</li></ul><ul><li>第三季度平均月付费用户为1500万，同比增长89%；平均日活跃用户数为5330万，同比增长42%。</li></ul><ul><li>哔哩哔哩预计第四季度营收为36亿元-37亿元，此前预期为32.6亿元。</li></ul><p>B站董事长兼首席执行官陈睿表示：“第三季度，我们再度交出了一张令人振奋的成绩单。通过积极高效的用户增长策略，和持续丰富的社区内容生态，在本季度B站迎来了用户与营收的强劲增长。今年8月，B站单月活跃用户突破2亿，创下历史新高。我们相信，2亿用户这一里程碑仅仅是个开端，‘视频化’将为中国内容行业带来巨大的发展机会。作为综合性视频社区，我们将牢牢抓住这一机遇，不断强化社区与内容生态上的核心优势，为用户提供源源不断的高品质内容。”</p><p><img src=\"https://static.tigerbbs.com/a9c709feb64f59a231742c83527a93d5\" tg-width=\"593\" tg-height=\"9489\"></p>","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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}\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哔哩哔哩Q3营收超预期，盘后涨超2%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2020-11-19 07:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>11月18日美股盘后，Z世代泛娱乐文化社区<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>发布了2020年第三季度财报。</p><p>周三哔哩哔哩收跌4.4%，报收47.85美元，今年以来股价累涨157%，公司市值超166亿美元。财报公布后，哔哩哔哩盘后股价短线拉升，涨超2%。<img src=\"https://static.tigerbbs.com/7350456612b91481fc7381b5f75ef238\" tg-width=\"867\" tg-height=\"663\"><b>财报亮点：</b></p><ul><li>哔哩哔哩第三季度营收32.3亿元，市场预期30.68亿元，去年同期18.59亿元；调整后净亏损9.9亿元，去年同期亏损3.43亿元；调整后每股亏损2.76元，市场预期亏损2.45元。</li></ul><ul><li>第三季度平均月活跃用户数为1.97亿，同比增长54%；移动端月活用户数为1.84亿，同比增长61%。</li></ul><ul><li>第三季度平均月付费用户为1500万，同比增长89%；平均日活跃用户数为5330万，同比增长42%。</li></ul><ul><li>哔哩哔哩预计第四季度营收为36亿元-37亿元，此前预期为32.6亿元。</li></ul><p>B站董事长兼首席执行官陈睿表示：“第三季度，我们再度交出了一张令人振奋的成绩单。通过积极高效的用户增长策略，和持续丰富的社区内容生态，在本季度B站迎来了用户与营收的强劲增长。今年8月，B站单月活跃用户突破2亿，创下历史新高。我们相信，2亿用户这一里程碑仅仅是个开端，‘视频化’将为中国内容行业带来巨大的发展机会。作为综合性视频社区，我们将牢牢抓住这一机遇，不断强化社区与内容生态上的核心优势，为用户提供源源不断的高品质内容。”</p><p><img src=\"https://static.tigerbbs.com/a9c709feb64f59a231742c83527a93d5\" tg-width=\"593\" tg-height=\"9489\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7c7f2e3ab9856d4cdcb423e2c4f7a729","relate_stocks":{"BILI":"哔哩哔哩"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148680318","content_text":"11月18日美股盘后，Z世代泛娱乐文化社区哔哩哔哩发布了2020年第三季度财报。周三哔哩哔哩收跌4.4%，报收47.85美元，今年以来股价累涨157%，公司市值超166亿美元。财报公布后，哔哩哔哩盘后股价短线拉升，涨超2%。财报亮点：哔哩哔哩第三季度营收32.3亿元，市场预期30.68亿元，去年同期18.59亿元；调整后净亏损9.9亿元，去年同期亏损3.43亿元；调整后每股亏损2.76元，市场预期亏损2.45元。第三季度平均月活跃用户数为1.97亿，同比增长54%；移动端月活用户数为1.84亿，同比增长61%。第三季度平均月付费用户为1500万，同比增长89%；平均日活跃用户数为5330万，同比增长42%。哔哩哔哩预计第四季度营收为36亿元-37亿元，此前预期为32.6亿元。B站董事长兼首席执行官陈睿表示：“第三季度，我们再度交出了一张令人振奋的成绩单。通过积极高效的用户增长策略，和持续丰富的社区内容生态，在本季度B站迎来了用户与营收的强劲增长。今年8月，B站单月活跃用户突破2亿，创下历史新高。我们相信，2亿用户这一里程碑仅仅是个开端，‘视频化’将为中国内容行业带来巨大的发展机会。作为综合性视频社区，我们将牢牢抓住这一机遇，不断强化社区与内容生态上的核心优势，为用户提供源源不断的高品质内容。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":976,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":943382332,"gmtCreate":1594389455126,"gmtModify":1704205536631,"author":{"id":"3483421711285967","authorId":"3483421711285967","name":"seanguo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>感谢老铁的火箭，all了","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>感谢老铁的火箭，all了","text":"$老虎证券(TIGR)$感谢老铁的火箭，all了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/943382332","isVote":1,"tweetType":1,"viewCount":902,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":951375136,"gmtCreate":1590673367825,"gmtModify":1704193346253,"author":{"id":"3483421711285967","authorId":"3483421711285967","name":"seanguo","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"这篇文章不错，转发给大家看","listText":"这篇文章不错，转发给大家看","text":"这篇文章不错，转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/951375136","repostId":"953644080","repostType":1,"repost":{"id":953644080,"gmtCreate":1590384861232,"gmtModify":1704192396576,"author":{"id":"20733756400840","authorId":"20733756400840","name":"我是股神的小腿毛","avatar":"https://static.tigerbbs.com/3d2a54ec91bee908d0ce0a36809b8199","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"震惊！大摩最看好的疫苗股竟是","htmlText":"海外疫情趋缓，但全球逾百种新冠疫苗仍在争分夺秒，近期，摩根士丹利公布了最新的研究报告，认为新冠疫苗市场价值将达到100-300亿美元，之后每年将达到20-250亿美元，而市场上参与新冠病毒疫苗研发的公司则有数百家，那么谁将赢得新型冠状病毒肺炎疫苗竞赛？ 最有希望的六大新冠疫苗 海外疫情趋缓，但全球逾百种新冠疫苗仍在争分夺秒，近期，摩根士丹利公布了最新的研究报告，认为新冠疫苗市场价值将达到100-300亿美元，之后每年将达到20-250亿美元。并认为目前已经进入临床研究的新冠疫苗当中，有6种在临床上取得成功的可能性，未来也有可能可以大规模生产。其中，这四家公司研发的疫苗计划于2020年年底完成，出于时间的考量，有望成为疫苗第一梯队。 CanSino Biologics 北京康赛诺生物科技有限公司 <a target=\"_blank\" href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a> University of Oxford/AstraZeneca ( 牛津大学 / <a target=\"_blank\" href=\"https://laohu8.com/S/AZN\">$阿斯利康(AZN)$</a> ) 而<a target=\"_blank\" href=\"https://laohu8.com/S/JNJ\">$强生(JNJ)$</a> 腺病毒载体疫苗和","listText":"海外疫情趋缓，但全球逾百种新冠疫苗仍在争分夺秒，近期，摩根士丹利公布了最新的研究报告，认为新冠疫苗市场价值将达到100-300亿美元，之后每年将达到20-250亿美元，而市场上参与新冠病毒疫苗研发的公司则有数百家，那么谁将赢得新型冠状病毒肺炎疫苗竞赛？ 最有希望的六大新冠疫苗 海外疫情趋缓，但全球逾百种新冠疫苗仍在争分夺秒，近期，摩根士丹利公布了最新的研究报告，认为新冠疫苗市场价值将达到100-300亿美元，之后每年将达到20-250亿美元。并认为目前已经进入临床研究的新冠疫苗当中，有6种在临床上取得成功的可能性，未来也有可能可以大规模生产。其中，这四家公司研发的疫苗计划于2020年年底完成，出于时间的考量，有望成为疫苗第一梯队。 CanSino Biologics 北京康赛诺生物科技有限公司 <a target=\"_blank\" href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a> /<a target=\"_blank\" href=\"https://laohu8.com/S/PFE\">$辉瑞(PFE)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a> University of Oxford/AstraZeneca ( 牛津大学 / <a target=\"_blank\" href=\"https://laohu8.com/S/AZN\">$阿斯利康(AZN)$</a> ) 而<a target=\"_blank\" href=\"https://laohu8.com/S/JNJ\">$强生(JNJ)$</a> 腺病毒载体疫苗和","text":"海外疫情趋缓，但全球逾百种新冠疫苗仍在争分夺秒，近期，摩根士丹利公布了最新的研究报告，认为新冠疫苗市场价值将达到100-300亿美元，之后每年将达到20-250亿美元，而市场上参与新冠病毒疫苗研发的公司则有数百家，那么谁将赢得新型冠状病毒肺炎疫苗竞赛？ 最有希望的六大新冠疫苗 海外疫情趋缓，但全球逾百种新冠疫苗仍在争分夺秒，近期，摩根士丹利公布了最新的研究报告，认为新冠疫苗市场价值将达到100-300亿美元，之后每年将达到20-250亿美元。并认为目前已经进入临床研究的新冠疫苗当中，有6种在临床上取得成功的可能性，未来也有可能可以大规模生产。其中，这四家公司研发的疫苗计划于2020年年底完成，出于时间的考量，有望成为疫苗第一梯队。 CanSino Biologics 北京康赛诺生物科技有限公司 $BioNTech SE(BNTX)$ /$辉瑞(PFE)$ $Moderna, Inc.(MRNA)$ University of Oxford/AstraZeneca ( 牛津大学 / $阿斯利康(AZN)$ ) 而$强生(JNJ)$ 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