阳光的味道36的个人主页 - 老虎社区

阳光的味道36

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阳光的味道36

2021-05-27

$京东物流(02618)$申购100手，手续费496，中了一手

阳光的味道36

2021-04-06

茅台出消息，准备造茅车

抱歉，原内容已删除

阳光的味道36

2021-03-26

$哔哩哔哩-SW(09626)$现在的情况，现金为王。

阳光的味道36

2021-03-22

$百度(BIDU)$看看暗盘的价格，还要融资利息，还不一定中，

阳光的味道36

2021-03-18

现阶段不建议港股打新，锁定资金时间太长。

抱歉，原内容已删除

阳光的味道36

2021-03-13

$百度集团-SW(09888)$关键还在美股的价格，如果大家觉得美股能涨，直接买美股不就行了，在现在这个时候，现金为王，我觉的还是保留一部分现金为好

阳光的味道36

2021-03-03

$RLX科技(RLX)$刚看到的新闻

阳光的味道36

2021-03-02

$赛生药业(06600)$打新30000股，15倍，手续费640，没有中

阳光的味道36

2021-02-19

现金一手，看运气吧

抱歉，原内容已删除

阳光的味道36

2021-02-05

多少入的

@韭菜之Lu:$中芯国际(00981)$回本就出，果然是不错的选择

阳光的味道36

2021-02-04

$快手科技(01024)$100手没中的路过，手续费998

阳光的味道36

2021-02-03

$快手科技(01024)$打新中签

阳光的味道36

2020-12-21

$加科思-B(01167)$到破发的边了

阳光的味道36

2020-12-18

$埃克森美孚(XOM)$今天晚上是美股的四巫日

阳光的味道36

2020-12-14

$蓝月亮集团(06993)$打新必中

阳光的味道36

2020-12-14

请问各位如何查看股息到账了没有

阳光的味道36

2020-12-07

$京东健康(06618)$大家收到中签信息了吗

阳光的味道36

2020-11-04

107.2，撤了

爆发！拼多多涨超10%，高盛：123美元！

阳光的味道36

2020-11-04

$百胜中国(YUMC)$58.91入了50股，大家帮忙分析一下，有没有必要持有

阳光的味道36

2020-08-27

这个消息是很早之前的

面对自己的生死存亡,中芯国际选择了断供华为,引起股市直线下降

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>的差距进一步缩小。</p><p><b>高盛报告指出，第三季度，拼多多的社区团购新产品\"多多买菜\"开始发力，用户的购买频率和黏性进一步提高，助推了拼多多用户的总使用时长。</b></p><p>三季度成绩如何？</p><p>拼多多的第三季度成绩单如何？高盛估算，<b>拼多多2020年第三季度GMV将达到4210亿元，同比增长69％，较市场预期高12％。</b></p><p>高盛预计，以下三个因素将驱动GMV增长：</p><p>1）高盛预计，拼多多三季度的<b>平均月活跃用户数</b>将首次迈过7亿大关，增长至7.18亿，与阿里巴巴的差距进一步缩小；</p><p>2）<b>用户黏性</b>呈现积极增长的趋势。</p><p><b>拼多多的用户使用时间占据了中国电商平台用户总使用时间的41%，高于第二季度的34%和去年同期的29%。</b></p><p>具体来看，拼多多的用户使用时间达5130亿分钟，同比增长101％，环比增长20％，已达阿里巴巴（淘宝+天猫+淘宝特价版）的80％。</p><p>同时，拼多多的日活/月活用户比为43％，高于阿里巴巴和<a href=\"https://laohu8.com/S/JD\">京东</a>。</p><p>3）订单数量将同比增长47％。高盛预计，由于用户黏度呈现良性增长趋势，再加上新广告产品（流媒体和<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>推荐程序）的推出，拼多多第三季度的广告ROI（投资回报率）向好，最终实现3.06％的转换率。</p><p>高盛同时对拼多多三季度的其他成绩作出预测：</p><ul><li>营收达到129亿元人民币，同比增长71％；</li><li>销售和市场营销支出（按非公认会计准则）为104亿人民币，占收入的81.2％，作为参考，二季度为72.7％，一季度为108.0％；</li><li>预计净亏损2.5亿元，而去年同期净亏损为16.6亿元。</li></ul><p>“多多买菜”开始发力</p><p>在拼多多五周年内部讲话上，董事长黄峥重申要在农业领域继续重投入和深度创新，强调了新业务“多多买菜”的战略重要性。</p><p>“多多买菜”采用“在线预订+次日送货+网点自提”模式。用户可以通过拼多多APP或微信小程序访问“多多买菜”，每天23:00之前下订单，次日16:00之后取货。拼多多将进一步扩大对“多多买菜”的补贴，并招募更多的团长、负责自提点业务。</p><p>截至10月，“多多买菜”的业务覆盖范围已拓展至80多个城市，距离市面上成熟的社区电商还有一定的差距。<a href=\"https://laohu8.com/S/00700\">腾讯</a>投资的兴盛优选已覆盖400多个城市，而阿里投资的十荟团已覆盖约200个城市。</p><p>由于当下<a href=\"https://laohu8.com/S/000061\">农产品</a>市场的渗透率低，再加上疫情后生鲜电商的需求激增，拼多多称“ 多多买菜”业务将获得长期发展。</p><p>CEO陈磊称，拼多多平台日均发送包裹量超7000万个，约占全国三分之一。十一长假前后，拼多多日订单量峰值过亿。<b>这其中大部分包裹与农产品相关，拼多多预计，农业相关的GMV将从2019年的1364亿元增至2020年的2500亿元。</b></p><p>高盛预计“多多买菜”的中长期GMV将实现增长，原因如下：</p><ul><li>用户的购买频率和使用时长在增长，会相应地带动成交额增长；</li><li>产品类别、库存量在扩充，可能带来更广泛的客户群。</li></ul><p>高盛预期，长期内，拼多多将借助“多多买菜”、进一步加强供应链管理和线下响应能力，为发展其他本地生活业务奠定基础。但是，中短期内，本地生活赛道竞争加剧，拼多多的销售和营销费用显著增长，这将带来一定的风险。</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\" content=\"telephone=no,email=no,address=no\" />\n<title>爆发！拼多多涨超10%，高盛：123美元！</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; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n爆发！拼多多涨超10%，高盛：123美元！\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\">2020-11-04 22:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>11月4日盘初，拼多多短线走高，现涨超10%，此前获高盛升其目标价68%至123美元。</p><p><img src=\"https://static.tigerbbs.com/fa59527962bd7dcd580dbf4531dc9ffd\" tg-width=\"840\" tg-height=\"470\"></p><p><b><a href=\"https://laohu8.com/S/GS\">高盛</a>最新报告将<a href=\"https://laohu8.com/S/PDD\">拼多多</a>评级由“中性”上调为“买入”，目标价123美元</b>。</p><p>高盛预计，拼多多今年第三季度GMV（成交总额）将达4210亿元人民币，同比增长69％，较市场预期高12％。三季度月活跃用户将首次迈过7亿大关，增长至7.18亿，与<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>的差距进一步缩小。</p><p><b>高盛报告指出，第三季度，拼多多的社区团购新产品\"多多买菜\"开始发力，用户的购买频率和黏性进一步提高，助推了拼多多用户的总使用时长。</b></p><p>三季度成绩如何？</p><p>拼多多的第三季度成绩单如何？高盛估算，<b>拼多多2020年第三季度GMV将达到4210亿元，同比增长69％，较市场预期高12％。</b></p><p>高盛预计，以下三个因素将驱动GMV增长：</p><p>1）高盛预计，拼多多三季度的<b>平均月活跃用户数</b>将首次迈过7亿大关，增长至7.18亿，与阿里巴巴的差距进一步缩小；</p><p>2）<b>用户黏性</b>呈现积极增长的趋势。</p><p><b>拼多多的用户使用时间占据了中国电商平台用户总使用时间的41%，高于第二季度的34%和去年同期的29%。</b></p><p>具体来看，拼多多的用户使用时间达5130亿分钟，同比增长101％，环比增长20％，已达阿里巴巴（淘宝+天猫+淘宝特价版）的80％。</p><p>同时，拼多多的日活/月活用户比为43％，高于阿里巴巴和<a href=\"https://laohu8.com/S/JD\">京东</a>。</p><p>3）订单数量将同比增长47％。高盛预计，由于用户黏度呈现良性增长趋势，再加上新广告产品（流媒体和<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>推荐程序）的推出，拼多多第三季度的广告ROI（投资回报率）向好，最终实现3.06％的转换率。</p><p>高盛同时对拼多多三季度的其他成绩作出预测：</p><ul><li>营收达到129亿元人民币，同比增长71％；</li><li>销售和市场营销支出（按非公认会计准则）为104亿人民币，占收入的81.2％，作为参考，二季度为72.7％，一季度为108.0％；</li><li>预计净亏损2.5亿元，而去年同期净亏损为16.6亿元。</li></ul><p>“多多买菜”开始发力</p><p>在拼多多五周年内部讲话上，董事长黄峥重申要在农业领域继续重投入和深度创新，强调了新业务“多多买菜”的战略重要性。</p><p>“多多买菜”采用“在线预订+次日送货+网点自提”模式。用户可以通过拼多多APP或微信小程序访问“多多买菜”，每天23:00之前下订单，次日16:00之后取货。拼多多将进一步扩大对“多多买菜”的补贴，并招募更多的团长、负责自提点业务。</p><p>截至10月，“多多买菜”的业务覆盖范围已拓展至80多个城市，距离市面上成熟的社区电商还有一定的差距。<a href=\"https://laohu8.com/S/00700\">腾讯</a>投资的兴盛优选已覆盖400多个城市，而阿里投资的十荟团已覆盖约200个城市。</p><p>由于当下<a href=\"https://laohu8.com/S/000061\">农产品</a>市场的渗透率低，再加上疫情后生鲜电商的需求激增，拼多多称“ 多多买菜”业务将获得长期发展。</p><p>CEO陈磊称，拼多多平台日均发送包裹量超7000万个，约占全国三分之一。十一长假前后，拼多多日订单量峰值过亿。<b>这其中大部分包裹与农产品相关，拼多多预计，农业相关的GMV将从2019年的1364亿元增至2020年的2500亿元。</b></p><p>高盛预计“多多买菜”的中长期GMV将实现增长，原因如下：</p><ul><li>用户的购买频率和使用时长在增长，会相应地带动成交额增长；</li><li>产品类别、库存量在扩充，可能带来更广泛的客户群。</li></ul><p>高盛预期，长期内，拼多多将借助“多多买菜”、进一步加强供应链管理和线下响应能力，为发展其他本地生活业务奠定基础。但是，中短期内，本地生活赛道竞争加剧，拼多多的销售和营销费用显著增长，这将带来一定的风险。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/02aa9153f4386a08c2cbc79999550248","relate_stocks":{"PDD":"拼多多"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152183673","content_text":"11月4日盘初，拼多多短线走高，现涨超10%，此前获高盛升其目标价68%至123美元。高盛最新报告将拼多多评级由“中性”上调为“买入”，目标价123美元。高盛预计，拼多多今年第三季度GMV（成交总额）将达4210亿元人民币，同比增长69％，较市场预期高12％。三季度月活跃用户将首次迈过7亿大关，增长至7.18亿，与阿里巴巴的差距进一步缩小。高盛报告指出，第三季度，拼多多的社区团购新产品\"多多买菜\"开始发力，用户的购买频率和黏性进一步提高，助推了拼多多用户的总使用时长。三季度成绩如何？拼多多的第三季度成绩单如何？高盛估算，拼多多2020年第三季度GMV将达到4210亿元，同比增长69％，较市场预期高12％。高盛预计，以下三个因素将驱动GMV增长：1）高盛预计，拼多多三季度的平均月活跃用户数将首次迈过7亿大关，增长至7.18亿，与阿里巴巴的差距进一步缩小；2）用户黏性呈现积极增长的趋势。拼多多的用户使用时间占据了中国电商平台用户总使用时间的41%，高于第二季度的34%和去年同期的29%。具体来看，拼多多的用户使用时间达5130亿分钟，同比增长101％，环比增长20％，已达阿里巴巴（淘宝+天猫+淘宝特价版）的80％。同时，拼多多的日活/月活用户比为43％，高于阿里巴巴和京东。3）订单数量将同比增长47％。高盛预计，由于用户黏度呈现良性增长趋势，再加上新广告产品（流媒体和智能推荐程序）的推出，拼多多第三季度的广告ROI（投资回报率）向好，最终实现3.06％的转换率。高盛同时对拼多多三季度的其他成绩作出预测：营收达到129亿元人民币，同比增长71％；销售和市场营销支出（按非公认会计准则）为104亿人民币，占收入的81.2％，作为参考，二季度为72.7％，一季度为108.0％；预计净亏损2.5亿元，而去年同期净亏损为16.6亿元。“多多买菜”开始发力在拼多多五周年内部讲话上，董事长黄峥重申要在农业领域继续重投入和深度创新，强调了新业务“多多买菜”的战略重要性。“多多买菜”采用“在线预订+次日送货+网点自提”模式。用户可以通过拼多多APP或微信小程序访问“多多买菜”，每天23:00之前下订单，次日16:00之后取货。拼多多将进一步扩大对“多多买菜”的补贴，并招募更多的团长、负责自提点业务。截至10月，“多多买菜”的业务覆盖范围已拓展至80多个城市，距离市面上成熟的社区电商还有一定的差距。腾讯投资的兴盛优选已覆盖400多个城市，而阿里投资的十荟团已覆盖约200个城市。由于当下农产品市场的渗透率低，再加上疫情后生鲜电商的需求激增，拼多多称“ 多多买菜”业务将获得长期发展。CEO陈磊称，拼多多平台日均发送包裹量超7000万个，约占全国三分之一。十一长假前后，拼多多日订单量峰值过亿。这其中大部分包裹与农产品相关，拼多多预计，农业相关的GMV将从2019年的1364亿元增至2020年的2500亿元。高盛预计“多多买菜”的中长期GMV将实现增长，原因如下：用户的购买频率和使用时长在增长，会相应地带动成交额增长；产品类别、库存量在扩充，可能带来更广泛的客户群。高盛预期，长期内，拼多多将借助“多多买菜”、进一步加强供应链管理和线下响应能力，为发展其他本地生活业务奠定基础。但是，中短期内，本地生活赛道竞争加剧，拼多多的销售和营销费用显著增长，这将带来一定的风险。","news_type":1},"isVote":1,"tweetType":1,"viewCount":869,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":302012599,"gmtCreate":1604495543911,"gmtModify":1703833430437,"author":{"id":"3547934277369208","authorId":"3547934277369208","name":"阳光的味道36","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YUMC\">$百胜中国(YUMC)$</a>58.91入了50股，大家帮忙分析一下，有没有必要持有","listText":"<a href=\"https://laohu8.com/S/YUMC\">$百胜中国(YUMC)$</a>58.91入了50股，大家帮忙分析一下，有没有必要持有","text":"$百胜中国(YUMC)$58.91入了50股，大家帮忙分析一下，有没有必要持有","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/302012599","isVote":1,"tweetType":1,"viewCount":1811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":973148636,"gmtCreate":1598491503025,"gmtModify":1704219112196,"author":{"id":"3547934277369208","authorId":"3547934277369208","name":"阳光的味道36","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"这个消息是很早之前的","listText":"这个消息是很早之前的","text":"这个消息是很早之前的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/973148636","repostId":"2062129131","repostType":2,"repost":{"id":"2062129131","pubTimestamp":1598456737,"share":"https://www.laohu8.com/m/news/2062129131?lang=&edition=full","pubTime":"2020-08-26 23:45","market":"hk","language":"zh","title":"面对自己的生死存亡,中芯国际选择了断供华为,引起股市直线下降","url":"https://stock-news.laohu8.com/highlight/detail?id=2062129131","media":"知顿","summary":"众所周知， 中芯国际 已经是中国这边最好的芯片代工企业了，中芯国际所研发生产的芯片尺寸目前可以达到12nm。虽然这一尺寸与海外加工厂相比，还是有一定的差距的，但这样看来，中芯国际的发展前途是充满了希望","content":"<html><body><article><p>众所周知， <a href=\"https://laohu8.com/S/688981\">中芯国际</a> 已经是中国这边最好的芯片代工企业了，<a href=\"https://laohu8.com/S/00981\">中芯国际</a>所研发生产的芯片尺寸目前可以达到12nm。虽然这一尺寸与海外加工厂相比，还是有一定的差距的，但这样看来，中芯国际的发展前途是充满了希望的，它极有可能在2021年突破7nm的代工尺寸。</p><p>但如今，中国与美国之间的科技纠纷问题愈加严重，美国商务部对外强调：若使用美国的技术为华为公司进行代工，就会受到美国的相应制裁。很显然，美国的霸权主义如今展现的淋漓尽致，丝毫不掩饰地发挥着自己的霸权主义，展示着处于世界霸主的地位。</p><p>目前美国的举动已经从侧面看出，华为所研制的5G技术给美国科技造成极大的威胁，若美国不及时遏制住华为的发展，那么在日后华为公司的科技力量会直接威胁到美国的利益。在2020年七月份，中芯国际的市值突破了6000亿大关，然而，中芯国际的总裁随后对外宣布：在2020年9月14日之后，中芯国际将停止为华为公司代工芯片，华为芯片将在九月中旬被停止供应。对此，中芯国际总裁称：我司会坚决履行国际规章制度，在九月份之后，我们公司将停止支持华为公司。这一消息发布后，中芯国际的股价开始直线下降。</p><p>美国商务部发布新规后，随后<a href=\"https://laohu8.com/S/TSM\">台积电</a>就宣布停止对华为芯片的供应，如今，中芯国际也遵从所谓的国际规章制度，对华为停止供应。中芯国际这样的选择受到很多网友的不满，但要对这件事情进行分析的话，会发现他的做法是可以理解的，毕竟中芯国际是一个科技公司，在技术为主要命脉的时代，中芯国际的选择也是无能为力，而中芯国际依然是中国芯片的希望。但中芯国际所制造出的芯片与美国制造的芯片尺寸还是有一定的差距，华为公司所使用的麒麟系统需要的芯片尺寸，中芯国际根本生产不出来，所需技术达不到。</p><p>若中芯国际想要继续发展下去，就必须要依靠美国的技术，所以中芯国际在面对美国的威胁时，只能一味地进行隐忍，不能做出反抗。</p><p>众所周知，中国有着“世界工厂”这一称号，但如今中芯国际的制造技术依然离不开美国的技术支持，这也是中国制造的可悲之处。为了市场需求，中芯国际毅然决然地选择了让步，不然自己的公司就会面临技术失控的局面，这样会使公司损失惨重。</p><p>所以华为开启天才招募计划，在近一段时间频繁与各大高校接触，也开始招募属于自己的光刻工程师，积极研制芯片光刻。并且华为公司也对外宣布，华为如今开始全面应对芯片制造，将产业链全面发展。很显然，华为已看清如今的局势，只有靠自己发展技术，将技术的关键掌握在自己手中，才不会受限于人。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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已经是中国这边最好的芯片代工企业了，中芯国际所研发生产的芯片尺寸目前可以达到12nm。虽然这一尺寸与海外加工厂相比，还是有一定的差距的，但这样看来，中芯国际的发展前途是充满了希望的，它极有可能在2021年突破7nm的代工尺寸。但如今，中国与美国之间的科技纠纷问题愈加严重，美国商务部对外强调：若使用美国的技术为华为公司进行代工，就会受到美国的相应制裁。很显然，美国的霸权主义如今...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202008262354007aa4c788&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"688981":"中芯国际","00981":"中芯国际"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202008262354007aa4c788&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2062129131","content_text":"众所周知， 中芯国际 已经是中国这边最好的芯片代工企业了，中芯国际所研发生产的芯片尺寸目前可以达到12nm。虽然这一尺寸与海外加工厂相比，还是有一定的差距的，但这样看来，中芯国际的发展前途是充满了希望的，它极有可能在2021年突破7nm的代工尺寸。但如今，中国与美国之间的科技纠纷问题愈加严重，美国商务部对外强调：若使用美国的技术为华为公司进行代工，就会受到美国的相应制裁。很显然，美国的霸权主义如今展现的淋漓尽致，丝毫不掩饰地发挥着自己的霸权主义，展示着处于世界霸主的地位。目前美国的举动已经从侧面看出，华为所研制的5G技术给美国科技造成极大的威胁，若美国不及时遏制住华为的发展，那么在日后华为公司的科技力量会直接威胁到美国的利益。在2020年七月份，中芯国际的市值突破了6000亿大关，然而，中芯国际的总裁随后对外宣布：在2020年9月14日之后，中芯国际将停止为华为公司代工芯片，华为芯片将在九月中旬被停止供应。对此，中芯国际总裁称：我司会坚决履行国际规章制度，在九月份之后，我们公司将停止支持华为公司。这一消息发布后，中芯国际的股价开始直线下降。美国商务部发布新规后，随后台积电就宣布停止对华为芯片的供应，如今，中芯国际也遵从所谓的国际规章制度，对华为停止供应。中芯国际这样的选择受到很多网友的不满，但要对这件事情进行分析的话，会发现他的做法是可以理解的，毕竟中芯国际是一个科技公司，在技术为主要命脉的时代，中芯国际的选择也是无能为力，而中芯国际依然是中国芯片的希望。但中芯国际所制造出的芯片与美国制造的芯片尺寸还是有一定的差距，华为公司所使用的麒麟系统需要的芯片尺寸，中芯国际根本生产不出来，所需技术达不到。若中芯国际想要继续发展下去，就必须要依靠美国的技术，所以中芯国际在面对美国的威胁时，只能一味地进行隐忍，不能做出反抗。众所周知，中国有着“世界工厂”这一称号，但如今中芯国际的制造技术依然离不开美国的技术支持，这也是中国制造的可悲之处。为了市场需求，中芯国际毅然决然地选择了让步，不然自己的公司就会面临技术失控的局面，这样会使公司损失惨重。所以华为开启天才招募计划，在近一段时间频繁与各大高校接触，也开始招募属于自己的光刻工程师，积极研制芯片光刻。并且华为公司也对外宣布，华为如今开始全面应对芯片制造，将产业链全面发展。很显然，华为已看清如今的局势，只有靠自己发展技术，将技术的关键掌握在自己手中，才不会受限于人。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1217,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":945756622,"gmtCreate":1596691346266,"gmtModify":1704213201837,"author":{"id":"3547934277369208","authorId":"3547934277369208","name":"阳光的味道36","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"<a 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马云减持阿里，马化腾抛售腾讯，释放什么信号？\n</h2>\n\n<h4 class=\"meta\">\n\n2020-07-12 08:43 北京时间&nbsp;&nbsp;&nbsp;<strong>中国基金报</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今年以来，阿里巴巴、腾讯、拼多多等互联网龙头股价频频创新高，但其创始人却接连减持。最新公开资料显示，从去年11月26日港股上市到今年7月2日期间，阿里巴巴创始人马云持有的阿里巴巴股份减少超2.3386亿股，持股比例首次降至不足5%。按照上述区间平均股价及汇率估算，马云这波套现约达430亿元人民币。不仅马云，其他互联网巨头高管也在持续减持自家股票。此前，腾讯控股董事会主席兼CEO马化腾也多次公告减持...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6fbf01f7f05b8e19310c373e91afb92e","relate_stocks":{"BABA":"阿里巴巴","00700":"腾讯控股"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104210862","content_text":"今年以来，阿里巴巴、腾讯、拼多多等互联网龙头股价频频创新高，但其创始人却接连减持。最新公开资料显示，从去年11月26日港股上市到今年7月2日期间，阿里巴巴创始人马云持有的阿里巴巴股份减少超2.3386亿股，持股比例首次降至不足5%。按照上述区间平均股价及汇率估算，马云这波套现约达430亿元人民币。不仅马云，其他互联网巨头高管也在持续减持自家股票。此前，腾讯控股董事会主席兼CEO马化腾也多次公告减持腾讯股票，涉及资金近70亿元；拼多多黄峥更是直接将价值1000亿的股权“送”出去，做慈善和激励管理层。马云减持2.3386亿股阿里巴巴另一创始人蔡崇信也减持0.64亿股阿里巴巴集团日前公布最新财年报告，报告显示，截至2020年7月2日，阿里巴巴创始人马云持股阿里集团比例首次降到5%以下，马云持股降至4.8%，Wind大数据显示，截至2019年11月26日，即阿里港股IPO上市时，马云还持股阿里集团比例为6%，持股数为12.77亿股；2020年7月2日，持股数降至10.43亿股。因此在过去7个月中，马云累计减持了2.34亿股，持股比例下降1.2%。马云具体减持日期和价格并未披露，不过我们可以简单按照阿里巴巴港股上市以来股票均价及汇率估算，得出马云此波减持累计套现资金约达430亿元人民币。港股上市以来，阿里巴巴股价上涨45%，其中今年以来涨幅为23.26%。美股股价涨幅也为23%，保持同步。不仅仅是马云，阿里巴巴另外一个创始人蔡崇信也在期间进行减持。蔡崇信持股数从4.11亿股降至3.47亿股，减持0.64亿股，持股比例从2%降至1.6%。按照上述同样方法估算，蔡崇信在此期间减持套现约达120亿元人民币。2019年11月，阿里巴巴集团实现在港交所实现二次上市，成为中国互联网巨头中首家同时在香港和纽约上市的企业。阿里巴巴此次在香港发行价为176港元，募资净额为875.57亿港元；超额配股权获悉数行使后，阿里巴巴获得额外募集资金净额约131.66亿港元。而资料显示，软银的持股数期间没有进行改变，但持股比例从25.2%微幅下降到24.9%，仍为阿里巴巴最大股东 。马云在过去一年中身份发生了重大变化，去年教师节马云卸任阿里集团董事长后，并在今年6月卸任日本软银公司董事，但马云现在还是阿里集团董事。按照马云规划，他主要精力将用在慈善事业，并要重新做回老师。 蒋凡已不在合伙人之列另外，曾是阿里最年轻的合伙人——蒋凡，已不在阿里巴巴集团合伙人列表中。但蒋凡仍然是天猫和淘宝总裁。此前，受绯闻影响，阿里巴巴调查组认为蒋凡在公司重要的岗位上，因个人家庭问题处理不当，引发严重舆论危机，给公司声誉造成重大影响，而取消其阿里巴巴合伙人身份。马化腾、刘炽平也在减持涉资近70亿港元不仅仅是马云，马化腾也在持续套现，在6月30日和7月3日，他减持50万股腾讯公司股票。按照腾讯当时516港元左右的股价计算，马化腾大约套现2.5亿港元。今年以来，马化腾已经多次减持腾讯股票，累计涉资超60亿港元。从6月9日至12日，马化腾连续4个交易日减持腾讯共964.78万股，平均减持价格在433.4港元/股至450.27港元/股之间，涉资约42.699亿港元。马化腾于今年1月14日至17日期间，也卖出500万股股份，涉资近20亿港元，这是马化腾自2017年10月以来首次减持腾讯股票。近期，腾讯总裁刘炽平近期也在减持。在6月30日和7月3日，他共减持50万股，平均价格分别为497.9港元和522.8港元，合计套现2.54亿港元，持股比例下降至0.57%。今年以来，刘炽平的减持涉资超9亿港元。今年5月29日及6月1日再度减持腾讯股票，两个交易日共计减持60万股，涉资约2.472亿港元。今年1月初和4月初，刘炽平分别减持腾讯控股50万股及60万股，涉资1.92亿港元及2.27亿港元。而高管的减持并未对腾讯的股价产生较大影响。近期，在高管的轮番减持下，腾讯股价依然突飞猛进。黄峥也“减持”1000亿7月1日，在拼多多上市即将满两周年之际，黄峥发布了一封内部信：从7月1日起，黄峥将不再担任公司CEO，职位由公司联合创始人、CTO陈磊接任。同时，黄峥将和创始团队一起，拿出约占公司总股数10.11%的股份，用来成立慈善基金，以及激励公司未来的管理层。据最新披露的SEC文件显示，黄峥控制的拼多多股份比例从2020年4月的43.3%降至最新的29.4%。也就是说，黄峥持股比例下降了13.9%，按照当时拼多多市值1028亿美元计算，其身家消失了143亿美元（约1009.5亿元人民币）。除去上述慈善基金和激励管理层的股份，黄峥所减持股份的其余部分（约1.8亿股，价值约38亿美元）没有提及。拼多多今年股价走势：依旧是中国最富有的三个人福布斯富豪榜实时数据显示，腾讯创始人马化腾最新身价为604亿美元，约合人民币4227亿元，稳坐中国首富；马云最新身价为489亿美元（3423亿元人民币），位居国内富豪榜第二。放弃价值1000亿股份的黄峥，目前身家仍有308亿美元，约合2115亿元人民币，位居第五。","news_type":1},"isVote":1,"tweetType":1,"viewCount":551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":947596165,"gmtCreate":1597337078957,"gmtModify":1704215522273,"author":{"id":"3547934277369208","authorId":"3547934277369208","name":"阳光的味道36","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0},"themes":[],"htmlText":"<a 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