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03-05

说说你对这篇新闻的看法...

美股光通信股走势分化！Credo Technology涨超12%、Ciena跌超11%

2021-04-15

这篇文章不错，转发给大家看看

@爱上趋势股:一文看懂，如何布局全球芯片产业链！！！

2021-04-15

怎么看👀

去老虎APP查看更多动态

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22:42","market":"us","language":"zh","title":"美股光通信股走势分化！Credo Technology涨超12%、Ciena跌超11%","url":"https://stock-news.laohu8.com/highlight/detail?id=1114374542","media":"老虎资讯综合","summary":"3月5日，美股光通信股走势分化，$Credo(CRDO)$涨超12%，$Astera Labs(ALAB)$涨超8%；Ciena跌超11%，Coherent跌超5%，$Applied Optoelectronicsdie(AAOI)$、Lumentum、$康宁(GLW)$跌超3%。","content":"<html><head></head><body><p>3月5日，美股光通信股走势分化，<a href=\"https://laohu8.com/S/CRDO\">Credo</a>涨超12%，<a href=\"https://laohu8.com/S/ALAB\">Astera Labs</a>涨超8%；Ciena跌超11%，Coherent跌超5%，<a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronicsdie</a>、Lumentum、<a href=\"https://laohu8.com/S/GLW\">康宁</a>跌超3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4c46a96918190601e539e647e361eb5\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8eeb435f573bc5896baf6f592c4e1e9\" title=\"\" tg-width=\"560\" 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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美股光通信股走势分化！Credo Technology涨超12%、Ciena跌超11%\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\">2026-03-05 22:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月5日，美股光通信股走势分化，<a href=\"https://laohu8.com/S/CRDO\">Credo</a>涨超12%，<a href=\"https://laohu8.com/S/ALAB\">Astera Labs</a>涨超8%；Ciena跌超11%，Coherent跌超5%，<a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronicsdie</a>、Lumentum、<a href=\"https://laohu8.com/S/GLW\">康宁</a>跌超3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4c46a96918190601e539e647e361eb5\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8eeb435f573bc5896baf6f592c4e1e9\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"BK4588":"碎股","BK4550":"红杉资本持仓","BK4585":"ETF&股票定投概念","IWN":"罗素2000价值股指数ETF-iShares","BK4534":"瑞士信贷持仓","TWM":"罗素2000指数两倍做空ETF","SRTY":"罗素2000指数三倍做空ETF-ProShares","BK4535":"淡马锡持仓","IWM":"罗素2000指数ETF","TZA":"罗素2000指数三倍做空ETF","UWM":"罗素2000指数ETF两倍做多","RWM":"罗素2000指数反向ETF","BK4581":"高盛持仓","IWO":"罗素2000成长股指数ETF","VT":"世界全股市ETF-Vanguard","TNA":"罗素2000指数三倍做多ETF-Direxion"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114374542","content_text":"3月5日，美股光通信股走势分化，Credo涨超12%，Astera Labs涨超8%；Ciena跌超11%，Coherent跌超5%，Applied Optoelectronicsdie、Lumentum、康宁跌超3%。","news_type":1,"symbols_score_info":{"MNQmain":0.6,"UWM":0.6,"IWN":0.6,"RWM":0.6,"TWM":0.6,"VT":1.5,"SRTY":0.6,"IWM":1.5,"TNA":0.6,"TZA":0.6,"IWO":0.6}},"isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":347814655,"gmtCreate":1618483768577,"gmtModify":1618483768577,"author":{"id":"3502153000305036","authorId":"3502153000305036","name":"kimi09","avatar":"https://static.tigerbbs.com/887c769a7c4a361644a5b081a7d2e500","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502153000305036","idStr":"3502153000305036"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/347814655","repostId":"348737583","repostType":1,"repost":{"id":348737583,"gmtCreate":1617962174338,"gmtModify":1617967808006,"author":{"id":"3502860692623653","authorId":"3502860692623653","name":"爱上趋势股","avatar":"https://static.tigerbbs.com/17f4521614b0cae62aff9fa7fa80fa77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502860692623653","idStr":"3502860692623653"},"themes":[],"title":"一文看懂，如何布局全球芯片产业链！！！","htmlText":"——趋势哥出品，必是精品—— “缺芯潮”还在愈演愈烈，越来越多车企被迫停产： 这一轮“缺芯潮”的原因是【需求端增加】，同时【供给端减少】，可谓戴维斯双击。 【需求端增加】：智能穿戴、电子设备、智能电车等等工业新产品的诞生，对芯片需求陡增。 简单来说，就是现在和未来，我们身边的工业品会越来越智能化，它们对芯片的需求也越来越多。 【供给端减少】： 疫情影响，停工停产； 天灾人祸影响，比如：法国工人ba工、美国大雪、日本地震火灾； 产能配置影响，比如：<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 把大部分产能都给了高利润的手机芯片，汽车、电子等分不出产能了。 以上因素，导致了“缺芯潮”的爆发。 如果在细分一下，所谓“缺芯潮”，主要是指【28nm及28nm以上】的中低端汽车、电子芯片。 28nm以下（不含）的高工艺芯片，以手机为主，主要产能集中在台积电手里；受制于美国，大陆的晶圆厂短期难以在这个领域有所突破。而28nm以上（含）的成熟工艺，大陆已基本自主可控。 所以，这次全球“缺芯潮”，反而对我们来说是一个绝佳的机遇。不过，美国肯定不会坐视我们抓住这次机会，把半导体产业发展上来。 于是，美国在4月初，就开始谋划拉上日韩，阻断我国半导体发展。根据日本媒体报道，日本与美国将会达成半导体大规模的联合投资。 同时，拜登强调：要借助近期的“缺芯潮”，加大投资半导体产业的力度，在与中国的半导体竞赛中取胜。 看到这的小伙伴可能有点懵逼，美国要与中国半导体竞赛？只有互为对手才会有竞赛，我们的半导体不是被美国吊打吗？其实不然。 看似强大的美国半导体，在产业去中心化后，半导体产业的全球份额是一直在下降，反之我们是一直在上升。并且，在这次主缺的成熟进程工艺，我国已基本实现了自主可控。 也就是说，我国的半导体产业，其实并","listText":"——趋势哥出品，必是精品—— “缺芯潮”还在愈演愈烈，越来越多车企被迫停产： 这一轮“缺芯潮”的原因是【需求端增加】，同时【供给端减少】，可谓戴维斯双击。 【需求端增加】：智能穿戴、电子设备、智能电车等等工业新产品的诞生，对芯片需求陡增。 简单来说，就是现在和未来，我们身边的工业品会越来越智能化，它们对芯片的需求也越来越多。 【供给端减少】： 疫情影响，停工停产； 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也就是说，我国的半导体产业，其实并","images":[{"img":"https://static.tigerbbs.com/24b09825f8a13de0e2af51d918dad91d","width":"717","height":"151"},{"img":"https://static.tigerbbs.com/21474d38ab8c45096c78f3935183246a","width":"1280","height":"661"},{"img":"https://static.tigerbbs.com/5977a2a78b8842c0f7a4024ce8a04949","width":"582","height":"82"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/348737583","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1937,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":347816505,"gmtCreate":1618483560207,"gmtModify":1618483560207,"author":{"id":"3502153000305036","authorId":"3502153000305036","name":"kimi09","avatar":"https://static.tigerbbs.com/887c769a7c4a361644a5b081a7d2e500","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502153000305036","idStr":"3502153000305036"},"themes":[],"htmlText":"怎么看👀","listText":"怎么看👀","text":"怎么看👀","images":[{"img":"https://static.tigerbbs.com/322732dccb54d9ad62d16213e1157df5","width":"750","height":"2484"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/347816505","isVote":1,"tweetType":1,"viewCount":1330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":539459167756968,"gmtCreate":1772721958424,"gmtModify":1772721998078,"author":{"id":"3502153000305036","authorId":"3502153000305036","name":"kimi09","avatar":"https://static.tigerbbs.com/887c769a7c4a361644a5b081a7d2e500","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502153000305036","idStr":"3502153000305036"},"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/539459167756968","repostId":"1114374542","repostType":2,"repost":{"id":"1114374542","kind":"news","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":1772721774,"share":"https://www.laohu8.com/m/news/1114374542?lang=zh_CN&edition=full","pubTime":"2026-03-05 22:42","market":"us","language":"zh","title":"美股光通信股走势分化！Credo Technology涨超12%、Ciena跌超11%","url":"https://stock-news.laohu8.com/highlight/detail?id=1114374542","media":"老虎资讯综合","summary":"3月5日，美股光通信股走势分化，$Credo(CRDO)$涨超12%，$Astera Labs(ALAB)$涨超8%；Ciena跌超11%，Coherent跌超5%，$Applied Optoelectronicsdie(AAOI)$、Lumentum、$康宁(GLW)$跌超3%。","content":"<html><head></head><body><p>3月5日，美股光通信股走势分化，<a href=\"https://laohu8.com/S/CRDO\">Credo</a>涨超12%，<a href=\"https://laohu8.com/S/ALAB\">Astera Labs</a>涨超8%；Ciena跌超11%，Coherent跌超5%，<a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronicsdie</a>、Lumentum、<a href=\"https://laohu8.com/S/GLW\">康宁</a>跌超3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4c46a96918190601e539e647e361eb5\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8eeb435f573bc5896baf6f592c4e1e9\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></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>美股光通信股走势分化！Credo Technology涨超12%、Ciena跌超11%</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; 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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美股光通信股走势分化！Credo Technology涨超12%、Ciena跌超11%\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\">2026-03-05 22:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月5日，美股光通信股走势分化，<a href=\"https://laohu8.com/S/CRDO\">Credo</a>涨超12%，<a href=\"https://laohu8.com/S/ALAB\">Astera Labs</a>涨超8%；Ciena跌超11%，Coherent跌超5%，<a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronicsdie</a>、Lumentum、<a href=\"https://laohu8.com/S/GLW\">康宁</a>跌超3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4c46a96918190601e539e647e361eb5\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f8eeb435f573bc5896baf6f592c4e1e9\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"BK4588":"碎股","BK4550":"红杉资本持仓","BK4585":"ETF&股票定投概念","IWN":"罗素2000价值股指数ETF-iShares","BK4534":"瑞士信贷持仓","TWM":"罗素2000指数两倍做空ETF","SRTY":"罗素2000指数三倍做空ETF-ProShares","BK4535":"淡马锡持仓","IWM":"罗素2000指数ETF","TZA":"罗素2000指数三倍做空ETF","UWM":"罗素2000指数ETF两倍做多","RWM":"罗素2000指数反向ETF","BK4581":"高盛持仓","IWO":"罗素2000成长股指数ETF","VT":"世界全股市ETF-Vanguard","TNA":"罗素2000指数三倍做多ETF-Direxion"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1114374542","content_text":"3月5日，美股光通信股走势分化，Credo涨超12%，Astera Labs涨超8%；Ciena跌超11%，Coherent跌超5%，Applied Optoelectronicsdie、Lumentum、康宁跌超3%。","news_type":1,"symbols_score_info":{"MNQmain":0.6,"UWM":0.6,"IWN":0.6,"RWM":0.6,"TWM":0.6,"VT":1.5,"SRTY":0.6,"IWM":1.5,"TNA":0.6,"TZA":0.6,"IWO":0.6}},"isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":347814655,"gmtCreate":1618483768577,"gmtModify":1618483768577,"author":{"id":"3502153000305036","authorId":"3502153000305036","name":"kimi09","avatar":"https://static.tigerbbs.com/887c769a7c4a361644a5b081a7d2e500","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502153000305036","idStr":"3502153000305036"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/347814655","repostId":"348737583","repostType":1,"repost":{"id":348737583,"gmtCreate":1617962174338,"gmtModify":1617967808006,"author":{"id":"3502860692623653","authorId":"3502860692623653","name":"爱上趋势股","avatar":"https://static.tigerbbs.com/17f4521614b0cae62aff9fa7fa80fa77","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3502860692623653","idStr":"3502860692623653"},"themes":[],"title":"一文看懂，如何布局全球芯片产业链！！！","htmlText":"——趋势哥出品，必是精品—— “缺芯潮”还在愈演愈烈，越来越多车企被迫停产： 这一轮“缺芯潮”的原因是【需求端增加】，同时【供给端减少】，可谓戴维斯双击。 【需求端增加】：智能穿戴、电子设备、智能电车等等工业新产品的诞生，对芯片需求陡增。 简单来说，就是现在和未来，我们身边的工业品会越来越智能化，它们对芯片的需求也越来越多。 【供给端减少】： 疫情影响，停工停产； 天灾人祸影响，比如：法国工人ba工、美国大雪、日本地震火灾； 产能配置影响，比如：<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 把大部分产能都给了高利润的手机芯片，汽车、电子等分不出产能了。 以上因素，导致了“缺芯潮”的爆发。 如果在细分一下，所谓“缺芯潮”，主要是指【28nm及28nm以上】的中低端汽车、电子芯片。 28nm以下（不含）的高工艺芯片，以手机为主，主要产能集中在台积电手里；受制于美国，大陆的晶圆厂短期难以在这个领域有所突破。而28nm以上（含）的成熟工艺，大陆已基本自主可控。 所以，这次全球“缺芯潮”，反而对我们来说是一个绝佳的机遇。不过，美国肯定不会坐视我们抓住这次机会，把半导体产业发展上来。 于是，美国在4月初，就开始谋划拉上日韩，阻断我国半导体发展。根据日本媒体报道，日本与美国将会达成半导体大规模的联合投资。 同时，拜登强调：要借助近期的“缺芯潮”，加大投资半导体产业的力度，在与中国的半导体竞赛中取胜。 看到这的小伙伴可能有点懵逼，美国要与中国半导体竞赛？只有互为对手才会有竞赛，我们的半导体不是被美国吊打吗？其实不然。 看似强大的美国半导体，在产业去中心化后，半导体产业的全球份额是一直在下降，反之我们是一直在上升。并且，在这次主缺的成熟进程工艺，我国已基本实现了自主可控。 也就是说，我国的半导体产业，其实并","listText":"——趋势哥出品，必是精品—— “缺芯潮”还在愈演愈烈，越来越多车企被迫停产： 这一轮“缺芯潮”的原因是【需求端增加】，同时【供给端减少】，可谓戴维斯双击。 【需求端增加】：智能穿戴、电子设备、智能电车等等工业新产品的诞生，对芯片需求陡增。 简单来说，就是现在和未来，我们身边的工业品会越来越智能化，它们对芯片的需求也越来越多。 【供给端减少】： 疫情影响，停工停产； 天灾人祸影响，比如：法国工人ba工、美国大雪、日本地震火灾； 产能配置影响，比如：<a target=\"_blank\" href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$</a> 把大部分产能都给了高利润的手机芯片，汽车、电子等分不出产能了。 以上因素，导致了“缺芯潮”的爆发。 如果在细分一下，所谓“缺芯潮”，主要是指【28nm及28nm以上】的中低端汽车、电子芯片。 28nm以下（不含）的高工艺芯片，以手机为主，主要产能集中在台积电手里；受制于美国，大陆的晶圆厂短期难以在这个领域有所突破。而28nm以上（含）的成熟工艺，大陆已基本自主可控。 所以，这次全球“缺芯潮”，反而对我们来说是一个绝佳的机遇。不过，美国肯定不会坐视我们抓住这次机会，把半导体产业发展上来。 于是，美国在4月初，就开始谋划拉上日韩，阻断我国半导体发展。根据日本媒体报道，日本与美国将会达成半导体大规模的联合投资。 同时，拜登强调：要借助近期的“缺芯潮”，加大投资半导体产业的力度，在与中国的半导体竞赛中取胜。 看到这的小伙伴可能有点懵逼，美国要与中国半导体竞赛？只有互为对手才会有竞赛，我们的半导体不是被美国吊打吗？其实不然。 看似强大的美国半导体，在产业去中心化后，半导体产业的全球份额是一直在下降，反之我们是一直在上升。并且，在这次主缺的成熟进程工艺，我国已基本实现了自主可控。 也就是说，我国的半导体产业，其实并","text":"——趋势哥出品，必是精品—— “缺芯潮”还在愈演愈烈，越来越多车企被迫停产： 这一轮“缺芯潮”的原因是【需求端增加】，同时【供给端减少】，可谓戴维斯双击。 【需求端增加】：智能穿戴、电子设备、智能电车等等工业新产品的诞生，对芯片需求陡增。 简单来说，就是现在和未来，我们身边的工业品会越来越智能化，它们对芯片的需求也越来越多。 【供给端减少】： 疫情影响，停工停产； 天灾人祸影响，比如：法国工人ba工、美国大雪、日本地震火灾； 产能配置影响，比如：$台积电(TSM)$ 把大部分产能都给了高利润的手机芯片，汽车、电子等分不出产能了。 以上因素，导致了“缺芯潮”的爆发。 如果在细分一下，所谓“缺芯潮”，主要是指【28nm及28nm以上】的中低端汽车、电子芯片。 28nm以下（不含）的高工艺芯片，以手机为主，主要产能集中在台积电手里；受制于美国，大陆的晶圆厂短期难以在这个领域有所突破。而28nm以上（含）的成熟工艺，大陆已基本自主可控。 所以，这次全球“缺芯潮”，反而对我们来说是一个绝佳的机遇。不过，美国肯定不会坐视我们抓住这次机会，把半导体产业发展上来。 于是，美国在4月初，就开始谋划拉上日韩，阻断我国半导体发展。根据日本媒体报道，日本与美国将会达成半导体大规模的联合投资。 同时，拜登强调：要借助近期的“缺芯潮”，加大投资半导体产业的力度，在与中国的半导体竞赛中取胜。 看到这的小伙伴可能有点懵逼，美国要与中国半导体竞赛？只有互为对手才会有竞赛，我们的半导体不是被美国吊打吗？其实不然。 看似强大的美国半导体，在产业去中心化后，半导体产业的全球份额是一直在下降，反之我们是一直在上升。并且，在这次主缺的成熟进程工艺，我国已基本实现了自主可控。 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