wxl王先生的个人主页 - 老虎社区

wxl王先生

wxl王先生

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IP属地：内蒙古

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6粉丝

21主题

0勋章

2025-03-07

$阿里巴巴-W(09988)$ 大家看一下，同一时间，居然国内和国外软件的显示价格居然不一样，大家都被骗了，都是他们自己设置的时间和价格

2025-03-12

$小米集团-W(01810)$ 这哪恶心，就这一块钱能玩一天

2025-03-10

居然跟港股一起下跌

2025-07-02

兄弟，你真牛🐮

03-05

波动，简直就是一坨屎，真够恶心的

03-05

一坨屎，真恶心

03-03

跟个**一样，叠起来没盐没完没了垃圾

抱歉，原内容已删除

02-23

必须上涨，没有理由，

02-10

这个垃圾，居然不停

抱歉，原内容已删除

01-30

这不知道是哪个臭虫了，压单压单这么大

抱歉，原内容已删除

去老虎APP查看更多动态

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AI需求结构性增长：全球对AI算力的投资预计将持续，数据中心和AI加速器将成为其最强劲的增长驱动力，部分抵消其他消费电子领域的疲软。 3. 库存周期正常化：届时，主要客户们的芯片库存调整","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$&nbsp;</a> 基于当前行业趋势与台积电的领先地位，对其2025年第三季度的业绩前景可以持谨慎乐观的态度。 核心增长动力： 1. 技术代差优势：作为全球最先进的半导体制造商，台积电将持续受益于3nm和2nm制程的放量，特别是在为苹果iPhone新机型、高端AI芯片（如英伟达、AMD新品）的供应上，这将保障其营收与高毛利率。 2. AI需求结构性增长：全球对AI算力的投资预计将持续，数据中心和AI加速器将成为其最强劲的增长驱动力，部分抵消其他消费电子领域的疲软。 3. 库存周期正常化：届时，主要客户们的芯片库存调整","text":"$台积电(TSM)$ 基于当前行业趋势与台积电的领先地位，对其2025年第三季度的业绩前景可以持谨慎乐观的态度。 核心增长动力： 1. 技术代差优势：作为全球最先进的半导体制造商，台积电将持续受益于3nm和2nm制程的放量，特别是在为苹果iPhone新机型、高端AI芯片（如英伟达、AMD新品）的供应上，这将保障其营收与高毛利率。 2. AI需求结构性增长：全球对AI算力的投资预计将持续，数据中心和AI加速器将成为其最强劲的增长驱动力，部分抵消其他消费电子领域的疲软。 3. 库存周期正常化：届时，主要客户们的芯片库存调整","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489696285475248","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487254807531640,"gmtCreate":1759987818868,"gmtModify":1759987821207,"author":{"id":"3556585696539203","authorId":"3556585696539203","name":"wxl王先生","avatar":"https://static.tigerbbs.com/7903474c7170e55e6c524ac5ebd98102","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3556585696539203","authorIdStr":"3556585696539203"},"themes":[],"title":"","htmlText":"刚发布了不征税，还是这副德行，","listText":"刚发布了不征税，还是这副德行，","text":"刚发布了不征税，还是这副德行，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487254807531640","repostId":"482619890647200","repostType":1,"repost":{"id":482619890647200,"gmtCreate":1758855836750,"gmtModify":1758855928311,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"药品关税利好创新药！","htmlText":"刚刚，特朗普政府公布了药品关税计划，自10月1日起，对品牌或专利药品征收100%的关税，除非相关公司在美国兴建制药厂。 特朗普在社交媒体发文指出，如果企业在美国的制药厂已经破土，或此类工厂正在兴建中，药品就不会被征收关税。 消息公布后，亚洲医药股集体下跌，如韩国三星生物下跌近2%、药明康德跌超3.5%、荣昌生物跌超6%... 从股价反应来看，医药股受到不利影响，但其实，药品关税利空落地，且实际影响有限，利好医药股。 具体来说，早在今年4月1日，美国政府就已经开启针对药品的“232条款调查”。该调查指美国商务部根据1962年《贸易扩展法》第232条款规定的授权，对特定产品进口是否对美国国家安全造成威胁进行立案调查。通常，商务部长会在270天内公布调查结果。 之后，特朗普屡次表示药品关税将在未来一周内宣布，但屡次跳票，直到昨日公布计划。 此前，特朗普表示美国一开始将对进口药品征收较少的关税，但“在一年之后，最迟一年半之后，税率将提高至150%，再到250%，因为我们希望药品在美国本土生产”。 受关税影响，国内创新药头顶上一直悬着一把达摩克利斯之剑，让投资者望而却步。 然而，从特朗普贴文来看，指向非常明确，只要在美国建厂，就能躲避关税影响，而且，关税主要针对的是创新药，原料药和仿制药大概率不包含其中。 从国内医药公司来看，在美国有大量收入的，几乎只有百济神州一家，其他医药股海外收入并不多，如恒瑞医药87%的收入来自大陆、信达生物95%的收入来自大陆、康方生物88%的收入来自大陆： 对美国依赖较大的只有百济神州、药明康德、药明生物、药明合联等。其中，药明系为医药代工企业，并不拥有药品专利，也不直接销售药品，不属于特朗普加征药品范围。 &nbsp; 而且，药明系在美国有工厂，即使纳入征收范围，也可获得豁免。 &nbsp; 至于百济神州，产品会加征关税，但只需在美国建厂即可，而且，早在","listText":"刚刚，特朗普政府公布了药品关税计划，自10月1日起，对品牌或专利药品征收100%的关税，除非相关公司在美国兴建制药厂。 特朗普在社交媒体发文指出，如果企业在美国的制药厂已经破土，或此类工厂正在兴建中，药品就不会被征收关税。 消息公布后，亚洲医药股集体下跌，如韩国三星生物下跌近2%、药明康德跌超3.5%、荣昌生物跌超6%... 从股价反应来看，医药股受到不利影响，但其实，药品关税利空落地，且实际影响有限，利好医药股。 具体来说，早在今年4月1日，美国政府就已经开启针对药品的“232条款调查”。该调查指美国商务部根据1962年《贸易扩展法》第232条款规定的授权，对特定产品进口是否对美国国家安全造成威胁进行立案调查。通常，商务部长会在270天内公布调查结果。 之后，特朗普屡次表示药品关税将在未来一周内宣布，但屡次跳票，直到昨日公布计划。 此前，特朗普表示美国一开始将对进口药品征收较少的关税，但“在一年之后，最迟一年半之后，税率将提高至150%，再到250%，因为我们希望药品在美国本土生产”。 受关税影响，国内创新药头顶上一直悬着一把达摩克利斯之剑，让投资者望而却步。 然而，从特朗普贴文来看，指向非常明确，只要在美国建厂，就能躲避关税影响，而且，关税主要针对的是创新药，原料药和仿制药大概率不包含其中。 从国内医药公司来看，在美国有大量收入的，几乎只有百济神州一家，其他医药股海外收入并不多，如恒瑞医药87%的收入来自大陆、信达生物95%的收入来自大陆、康方生物88%的收入来自大陆： 对美国依赖较大的只有百济神州、药明康德、药明生物、药明合联等。其中，药明系为医药代工企业，并不拥有药品专利，也不直接销售药品，不属于特朗普加征药品范围。 &nbsp; 而且，药明系在美国有工厂，即使纳入征收范围，也可获得豁免。 &nbsp; 至于百济神州，产品会加征关税，但只需在美国建厂即可，而且，早在","text":"刚刚，特朗普政府公布了药品关税计划，自10月1日起，对品牌或专利药品征收100%的关税，除非相关公司在美国兴建制药厂。 特朗普在社交媒体发文指出，如果企业在美国的制药厂已经破土，或此类工厂正在兴建中，药品就不会被征收关税。 消息公布后，亚洲医药股集体下跌，如韩国三星生物下跌近2%、药明康德跌超3.5%、荣昌生物跌超6%... 从股价反应来看，医药股受到不利影响，但其实，药品关税利空落地，且实际影响有限，利好医药股。 具体来说，早在今年4月1日，美国政府就已经开启针对药品的“232条款调查”。该调查指美国商务部根据1962年《贸易扩展法》第232条款规定的授权，对特定产品进口是否对美国国家安全造成威胁进行立案调查。通常，商务部长会在270天内公布调查结果。 之后，特朗普屡次表示药品关税将在未来一周内宣布，但屡次跳票，直到昨日公布计划。 此前，特朗普表示美国一开始将对进口药品征收较少的关税，但“在一年之后，最迟一年半之后，税率将提高至150%，再到250%，因为我们希望药品在美国本土生产”。 受关税影响，国内创新药头顶上一直悬着一把达摩克利斯之剑，让投资者望而却步。 然而，从特朗普贴文来看，指向非常明确，只要在美国建厂，就能躲避关税影响，而且，关税主要针对的是创新药，原料药和仿制药大概率不包含其中。 从国内医药公司来看，在美国有大量收入的，几乎只有百济神州一家，其他医药股海外收入并不多，如恒瑞医药87%的收入来自大陆、信达生物95%的收入来自大陆、康方生物88%的收入来自大陆： 对美国依赖较大的只有百济神州、药明康德、药明生物、药明合联等。其中，药明系为医药代工企业，并不拥有药品专利，也不直接销售药品，不属于特朗普加征药品范围。 而且，药明系在美国有工厂，即使纳入征收范围，也可获得豁免。 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