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蓝晨轩轩轩
2022-05-10
感谢分享,马克了//
@小笼女_概帮
:收藏慢慢读
@孟浩:一文看懂巴菲特股东大会6大亮点
蓝晨轩轩轩
2022-05-10
$爱奇艺(IQ)$
换logo并无济于事
蓝晨轩轩轩
2022-05-06
$中环球船务(SGLY)$
神股!被恶意做空了还跟做空机构打的有来有回,可以的
$伯克希尔B(BRK.B)$
蓝晨轩轩轩
2022-04-15
财报前后还有机会么
@蓝白色的汤姆:
$优客工场(UK)$
这波动一看就是有人托,跌的太厉害了要救一救。
蓝晨轩轩轩
2022-04-15
$优客工场(UK)$
地产其实还是好行业,就是中概股一直没有再支棱起来过。
蓝晨轩轩轩
2022-04-14
这篇文章不错,转发给大家看
@阿浦美股:拉姆研究:扎实的研究储备
蓝晨轩轩轩
2022-04-14
希望上海早点恢复正常
@话题虎:上海以物易物,可乐可换万物!巴菲特坚持不卖可乐的原因找到了!
蓝晨轩轩轩
2022-04-10
$中环球船务(SGLY)$
这公司在美国新泽西建IDC了,且不说挖矿不挖矿,这个资产是硬货吧?
蓝晨轩轩轩
2022-02-18
$尚高生命科学(SISI)$
比较看好尚高,如果最近有拉升准备建个仓。医药股还是要在潜力没完全爆发的时候进入
蓝晨轩轩轩
2021-11-26
黑五不打折,总得涨涨。
@小虎虎的小虎牙:
$优客工场(UK)$
盘前马上到2%了。。。这财报属性很明显!财报拉升一波。
蓝晨轩轩轩
2021-11-26
$优客工场(UK)$
财报效应不错,也就盼着财报搞一搞了。
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/UK\">$优客工场(UK)$</a>地产其实还是好行业,就是中概股一直没有再支棱起来过。","text":"$优客工场(UK)$地产其实还是好行业,就是中概股一直没有再支棱起来过。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":3,"link":"https://laohu8.com/post/613406531","isVote":1,"tweetType":1,"viewCount":2095,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613220244,"gmtCreate":1649915704787,"gmtModify":1649915704787,"author":{"id":"3579650934202091","authorId":"3579650934202091","name":"蓝晨轩轩轩","avatar":"https://static.tigerbbs.com/8812e2fce1e5bc20e99d1811937a1ed0","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/613220244","repostId":"613207201","repostType":1,"repost":{"id":613207201,"gmtCreate":1649899891832,"gmtModify":1649902715475,"author":{"id":"3456099603258243","authorId":"3456099603258243","name":"阿浦美股","avatar":"https://static.tigerbbs.com/510158cacb317df74e4b574d9bfe7f4a","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"拉姆研究:扎实的研究储备","htmlText":"如果我们的分析对您有启发,请您点赞支持。若有价值,请您转发给更多的朋友。期待您的评论或私信我吧,我们希望与您深度探讨。感谢您的关注与支持!一、公司简介01 拉姆研究简述Lam Research Corporation(美股代码:LRCX)成立于1980年,总部位于加利福尼亚州弗里蒙特。在全球范围内设计,制造,销售,翻新和维修用于集成电路制造的半导体处理设备。02 主要业务该公司提供ALTUS系统,以沉积用于钨金属化应用的保形膜;用于铜镶嵌制造的SABRE电化学沉积产品;用于薄膜处理的SOLA紫外线热处理产品;和VECTOR等离子增强型CVD ALD产品。它还提供SPEED间隙填充高密度等离子体化学气相沉积(HDP-CVD)产品;和提供多个介电膜解决方案的Striker单晶片原子层沉积(ALD)产品。此外,该公司还提供Flex用于介电蚀刻应用。Kiyo用于导体蚀刻应用;用于硅通孔蚀刻的Syndion;以及用于金属蚀刻工艺的Versys金属产品。此外,它还提供了Coronus斜角清洁产品以提高模具良率;达芬奇,DV-Prime,EOS和SP解决了一系列晶圆清洗应用;和Metryx质量计量系统,用于半导体晶圆制造中的高精度在线质量测量。公司还解决了后端晶圆级封装(“ WLP”)的工艺问题,这是传统引线键合的替代方法,可以提供更小的外形尺寸,更高的互连速度和带宽以及更低的功耗,以及其他优势。此外,的产品公司非常适合依赖半导体工艺并需要经过生产验证的制造能力的相关市场,例如互补金属氧化物半导体图像传感器(“ CIS”)和微机电系统(“ MEMS”) 。拉姆研究公司是半导体行业的创新晶圆制造设备和服务的全球供应商。公司已经在纳米级应用支持,化学,等离子和流体技术,高级系统工程和广泛的操作学科等领域建立了强大的全球竞争力。产品和服务旨在帮助客户构建更小,更快,性能更好的设备,这些设备可用","listText":"如果我们的分析对您有启发,请您点赞支持。若有价值,请您转发给更多的朋友。期待您的评论或私信我吧,我们希望与您深度探讨。感谢您的关注与支持!一、公司简介01 拉姆研究简述Lam Research Corporation(美股代码:LRCX)成立于1980年,总部位于加利福尼亚州弗里蒙特。在全球范围内设计,制造,销售,翻新和维修用于集成电路制造的半导体处理设备。02 主要业务该公司提供ALTUS系统,以沉积用于钨金属化应用的保形膜;用于铜镶嵌制造的SABRE电化学沉积产品;用于薄膜处理的SOLA紫外线热处理产品;和VECTOR等离子增强型CVD ALD产品。它还提供SPEED间隙填充高密度等离子体化学气相沉积(HDP-CVD)产品;和提供多个介电膜解决方案的Striker单晶片原子层沉积(ALD)产品。此外,该公司还提供Flex用于介电蚀刻应用。Kiyo用于导体蚀刻应用;用于硅通孔蚀刻的Syndion;以及用于金属蚀刻工艺的Versys金属产品。此外,它还提供了Coronus斜角清洁产品以提高模具良率;达芬奇,DV-Prime,EOS和SP解决了一系列晶圆清洗应用;和Metryx质量计量系统,用于半导体晶圆制造中的高精度在线质量测量。公司还解决了后端晶圆级封装(“ WLP”)的工艺问题,这是传统引线键合的替代方法,可以提供更小的外形尺寸,更高的互连速度和带宽以及更低的功耗,以及其他优势。此外,的产品公司非常适合依赖半导体工艺并需要经过生产验证的制造能力的相关市场,例如互补金属氧化物半导体图像传感器(“ CIS”)和微机电系统(“ MEMS”) 。拉姆研究公司是半导体行业的创新晶圆制造设备和服务的全球供应商。公司已经在纳米级应用支持,化学,等离子和流体技术,高级系统工程和广泛的操作学科等领域建立了强大的全球竞争力。产品和服务旨在帮助客户构建更小,更快,性能更好的设备,这些设备可用","text":"如果我们的分析对您有启发,请您点赞支持。若有价值,请您转发给更多的朋友。期待您的评论或私信我吧,我们希望与您深度探讨。感谢您的关注与支持!一、公司简介01 拉姆研究简述Lam Research Corporation(美股代码:LRCX)成立于1980年,总部位于加利福尼亚州弗里蒙特。在全球范围内设计,制造,销售,翻新和维修用于集成电路制造的半导体处理设备。02 主要业务该公司提供ALTUS系统,以沉积用于钨金属化应用的保形膜;用于铜镶嵌制造的SABRE电化学沉积产品;用于薄膜处理的SOLA紫外线热处理产品;和VECTOR等离子增强型CVD ALD产品。它还提供SPEED间隙填充高密度等离子体化学气相沉积(HDP-CVD)产品;和提供多个介电膜解决方案的Striker单晶片原子层沉积(ALD)产品。此外,该公司还提供Flex用于介电蚀刻应用。Kiyo用于导体蚀刻应用;用于硅通孔蚀刻的Syndion;以及用于金属蚀刻工艺的Versys金属产品。此外,它还提供了Coronus斜角清洁产品以提高模具良率;达芬奇,DV-Prime,EOS和SP解决了一系列晶圆清洗应用;和Metryx质量计量系统,用于半导体晶圆制造中的高精度在线质量测量。公司还解决了后端晶圆级封装(“ WLP”)的工艺问题,这是传统引线键合的替代方法,可以提供更小的外形尺寸,更高的互连速度和带宽以及更低的功耗,以及其他优势。此外,的产品公司非常适合依赖半导体工艺并需要经过生产验证的制造能力的相关市场,例如互补金属氧化物半导体图像传感器(“ CIS”)和微机电系统(“ MEMS”) 。拉姆研究公司是半导体行业的创新晶圆制造设备和服务的全球供应商。公司已经在纳米级应用支持,化学,等离子和流体技术,高级系统工程和广泛的操作学科等领域建立了强大的全球竞争力。产品和服务旨在帮助客户构建更小,更快,性能更好的设备,这些设备可用","images":[{"img":"https://static.tigerbbs.com/af7fe4075a83f87d62445d8eb651bc82","width":"900","height":"412"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613207201","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":8,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1186,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613220391,"gmtCreate":1649915648318,"gmtModify":1649915648318,"author":{"id":"3579650934202091","authorId":"3579650934202091","name":"蓝晨轩轩轩","avatar":"https://static.tigerbbs.com/8812e2fce1e5bc20e99d1811937a1ed0","crmLevel":1,"crmLevelSwitch":0},"themes":[],"htmlText":"希望上海早点恢复正常","listText":"希望上海早点恢复正常","text":"希望上海早点恢复正常","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613220391","repostId":"613847531","repostType":1,"repost":{"id":613847531,"gmtCreate":1649830031958,"gmtModify":1649835751340,"author":{"id":"3502767768442965","authorId":"3502767768442965","name":"话题虎","avatar":"https://static.tigerbbs.com/d418c2def5dc1d094b03270b450f71ce","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"上海以物易物,可乐可换万物!巴菲特坚持不卖可乐的原因找到了!","htmlText":"在疫情阴影持续笼罩下的人们,总是忍不住回想以前的生活。上海居家的年轻人,就无奈体验了一把以物换物的日子。洗面奶换老干妈,PS4游戏机换鸡蛋,在这场跨品类的交换中,可乐以一己之力,对其他物品进行了无差别的降维打击,傲然站在了食物链顶端,一瓶可换万物! 据网(xiao)络(dao)消息,在上海黑市,可口可乐具备和货币同等的计量属性,零度可乐更胜一筹: “1瓶可乐=3棵青菜=5个鸡蛋=2个五号电池=5卷卫生纸。” 百事可乐:...... 不过,可乐之所以能够和柴米油盐等必需品一较高下,还能牢牢占据“隔离需求层次”的金字塔顶尖,还有一个重要原因,就是它能“增值”!! 以下是来自某位“民间经济学家”的市场行情总结:甚至有微博大V忍不住发帖询问:一瓶53°的飞天茅台,现在在上海能换几瓶可乐? 评论答曰:看年份,年份好的话能给你整口。 硬通货+类比茅台的增值潜力,看到这里,才终于明白为什么可口可乐能够跻身必需消费品行列,为什么巴菲特持股33年仍坚决不卖。 可乐最佳代言人 1988年,巴菲特首次买入可口可乐股票,当年就成为了伯克希尔的第三大重仓股。到1989年,可口可乐已经占据了整个投资组合比例的35%,成为其第一大重仓股。在经历过几次拆股和加仓之后,已经拥有超过200亿美元可口可乐股票,占发行股份的近 10%,成为可口可乐的最大股东。<a href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$</a> <a href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> 业务模式简单、拥有有很强的品牌力、高毛利率、高回报率、合理的估值......最终,可口可乐成为了巴菲特最具代表性的投资之一。 周二,<a href=\"https://laohu8.com/S/KO\">$可口可乐(KO)$</a> 收盘","listText":"在疫情阴影持续笼罩下的人们,总是忍不住回想以前的生活。上海居家的年轻人,就无奈体验了一把以物换物的日子。洗面奶换老干妈,PS4游戏机换鸡蛋,在这场跨品类的交换中,可乐以一己之力,对其他物品进行了无差别的降维打击,傲然站在了食物链顶端,一瓶可换万物! 据网(xiao)络(dao)消息,在上海黑市,可口可乐具备和货币同等的计量属性,零度可乐更胜一筹: “1瓶可乐=3棵青菜=5个鸡蛋=2个五号电池=5卷卫生纸。” 百事可乐:...... 不过,可乐之所以能够和柴米油盐等必需品一较高下,还能牢牢占据“隔离需求层次”的金字塔顶尖,还有一个重要原因,就是它能“增值”!! 以下是来自某位“民间经济学家”的市场行情总结:甚至有微博大V忍不住发帖询问:一瓶53°的飞天茅台,现在在上海能换几瓶可乐? 评论答曰:看年份,年份好的话能给你整口。 硬通货+类比茅台的增值潜力,看到这里,才终于明白为什么可口可乐能够跻身必需消费品行列,为什么巴菲特持股33年仍坚决不卖。 可乐最佳代言人 1988年,巴菲特首次买入可口可乐股票,当年就成为了伯克希尔的第三大重仓股。到1989年,可口可乐已经占据了整个投资组合比例的35%,成为其第一大重仓股。在经历过几次拆股和加仓之后,已经拥有超过200亿美元可口可乐股票,占发行股份的近 10%,成为可口可乐的最大股东。<a href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$</a> <a href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> 业务模式简单、拥有有很强的品牌力、高毛利率、高回报率、合理的估值......最终,可口可乐成为了巴菲特最具代表性的投资之一。 周二,<a href=\"https://laohu8.com/S/KO\">$可口可乐(KO)$</a> 收盘","text":"在疫情阴影持续笼罩下的人们,总是忍不住回想以前的生活。上海居家的年轻人,就无奈体验了一把以物换物的日子。洗面奶换老干妈,PS4游戏机换鸡蛋,在这场跨品类的交换中,可乐以一己之力,对其他物品进行了无差别的降维打击,傲然站在了食物链顶端,一瓶可换万物! 据网(xiao)络(dao)消息,在上海黑市,可口可乐具备和货币同等的计量属性,零度可乐更胜一筹: “1瓶可乐=3棵青菜=5个鸡蛋=2个五号电池=5卷卫生纸。” 百事可乐:...... 不过,可乐之所以能够和柴米油盐等必需品一较高下,还能牢牢占据“隔离需求层次”的金字塔顶尖,还有一个重要原因,就是它能“增值”!! 以下是来自某位“民间经济学家”的市场行情总结:甚至有微博大V忍不住发帖询问:一瓶53°的飞天茅台,现在在上海能换几瓶可乐? 评论答曰:看年份,年份好的话能给你整口。 硬通货+类比茅台的增值潜力,看到这里,才终于明白为什么可口可乐能够跻身必需消费品行列,为什么巴菲特持股33年仍坚决不卖。 可乐最佳代言人 1988年,巴菲特首次买入可口可乐股票,当年就成为了伯克希尔的第三大重仓股。到1989年,可口可乐已经占据了整个投资组合比例的35%,成为其第一大重仓股。在经历过几次拆股和加仓之后,已经拥有超过200亿美元可口可乐股票,占发行股份的近 10%,成为可口可乐的最大股东。$伯克希尔B(BRK.B)$ $伯克希尔(BRK.A)$ 业务模式简单、拥有有很强的品牌力、高毛利率、高回报率、合理的估值......最终,可口可乐成为了巴菲特最具代表性的投资之一。 周二,$可口可乐(KO)$ 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在为期5个小时的问答环节中,巴菲特和芒格回答了有关伯克希尔公司业务和投资决策的问题,以及投资者较为关心的,通胀、收购、比特币等问题,让我们一起回顾大会的精彩瞬间。在股东大会之前,伯克希尔发布了今年一季报:受到股市波动导致的投资损失和保险承保业务业绩疲软的影响,第一季度营收70.4亿美元,同比增长0.3%,市场预期70.2亿美元。第一季度净利润54.6亿美元,同比下滑53%,去年同期为117.1亿美元。第一季度每股盈利为3702美元,比一年前的7638美元有大幅下降,市场预估为4490美元。巴菲特此前表示由于公司持有大量资产,每个季度的收益都会出现波动,因此,长期投资者应该更关注它的营业利润(Berkshire’s operating earnings)。从营业利润来看,第一季度波动并不大,为70.4亿美元与去年同期持平。具体来看,伯克希尔的制造业、服务业和零售业的营业利润为30.3亿美元,同比增长15.5% ;铁路和公共事业的利润同样略有增长;真正拖累伯克希尔业绩的部分是保险承销业务。其营业利润从去年同期的7.64亿美元降至4,700万美元,降幅高达94% 。此外,伯克希尔公布其最新的四大持仓,共占其投资组合比重为66%。截至3月底,<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\"></a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$<</a>","listText":"美国东部时间5月1日,巴菲特旗下伯克希尔·哈撒韦(Berkshire Hathaway) 2022年股东大会在奥马哈市如期举行,这是时隔两年之后再次回归线下。91岁高龄的巴菲特与98岁老搭档芒格再度“合体”,被外界普遍视为巴菲特接班人的两名副董事长:伯克希尔保险业务负责Ajit Jain和非保险业务负责人Greg Abel一同出席股东大会。 在为期5个小时的问答环节中,巴菲特和芒格回答了有关伯克希尔公司业务和投资决策的问题,以及投资者较为关心的,通胀、收购、比特币等问题,让我们一起回顾大会的精彩瞬间。在股东大会之前,伯克希尔发布了今年一季报:受到股市波动导致的投资损失和保险承保业务业绩疲软的影响,第一季度营收70.4亿美元,同比增长0.3%,市场预期70.2亿美元。第一季度净利润54.6亿美元,同比下滑53%,去年同期为117.1亿美元。第一季度每股盈利为3702美元,比一年前的7638美元有大幅下降,市场预估为4490美元。巴菲特此前表示由于公司持有大量资产,每个季度的收益都会出现波动,因此,长期投资者应该更关注它的营业利润(Berkshire’s operating earnings)。从营业利润来看,第一季度波动并不大,为70.4亿美元与去年同期持平。具体来看,伯克希尔的制造业、服务业和零售业的营业利润为30.3亿美元,同比增长15.5% ;铁路和公共事业的利润同样略有增长;真正拖累伯克希尔业绩的部分是保险承销业务。其营业利润从去年同期的7.64亿美元降至4,700万美元,降幅高达94% 。此外,伯克希尔公布其最新的四大持仓,共占其投资组合比重为66%。截至3月底,<a target=\"_blank\" href=\"https://laohu8.com/S/AAPL\"></a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$<</a>","text":"美国东部时间5月1日,巴菲特旗下伯克希尔·哈撒韦(Berkshire Hathaway) 2022年股东大会在奥马哈市如期举行,这是时隔两年之后再次回归线下。91岁高龄的巴菲特与98岁老搭档芒格再度“合体”,被外界普遍视为巴菲特接班人的两名副董事长:伯克希尔保险业务负责Ajit Jain和非保险业务负责人Greg Abel一同出席股东大会。 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href=\"https://laohu8.com/S/UK\">$优客工场(UK)$</a>这波动一看就是有人托,跌的太厉害了要救一救。","text":"$优客工场(UK)$这波动一看就是有人托,跌的太厉害了要救一救。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/634723518","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":613220244,"gmtCreate":1649915704787,"gmtModify":1649915704787,"author":{"id":"3579650934202091","authorId":"3579650934202091","name":"蓝晨轩轩轩","avatar":"https://static.tigerbbs.com/8812e2fce1e5bc20e99d1811937a1ed0","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/613220244","repostId":"613207201","repostType":1,"repost":{"id":613207201,"gmtCreate":1649899891832,"gmtModify":1649902715475,"author":{"id":"3456099603258243","authorId":"3456099603258243","name":"阿浦美股","avatar":"https://static.tigerbbs.com/510158cacb317df74e4b574d9bfe7f4a","crmLevel":1,"crmLevelSwitch":0},"themes":[],"title":"拉姆研究:扎实的研究储备","htmlText":"如果我们的分析对您有启发,请您点赞支持。若有价值,请您转发给更多的朋友。期待您的评论或私信我吧,我们希望与您深度探讨。感谢您的关注与支持!一、公司简介01 拉姆研究简述Lam Research Corporation(美股代码:LRCX)成立于1980年,总部位于加利福尼亚州弗里蒙特。在全球范围内设计,制造,销售,翻新和维修用于集成电路制造的半导体处理设备。02 主要业务该公司提供ALTUS系统,以沉积用于钨金属化应用的保形膜;用于铜镶嵌制造的SABRE电化学沉积产品;用于薄膜处理的SOLA紫外线热处理产品;和VECTOR等离子增强型CVD ALD产品。它还提供SPEED间隙填充高密度等离子体化学气相沉积(HDP-CVD)产品;和提供多个介电膜解决方案的Striker单晶片原子层沉积(ALD)产品。此外,该公司还提供Flex用于介电蚀刻应用。Kiyo用于导体蚀刻应用;用于硅通孔蚀刻的Syndion;以及用于金属蚀刻工艺的Versys金属产品。此外,它还提供了Coronus斜角清洁产品以提高模具良率;达芬奇,DV-Prime,EOS和SP解决了一系列晶圆清洗应用;和Metryx质量计量系统,用于半导体晶圆制造中的高精度在线质量测量。公司还解决了后端晶圆级封装(“ WLP”)的工艺问题,这是传统引线键合的替代方法,可以提供更小的外形尺寸,更高的互连速度和带宽以及更低的功耗,以及其他优势。此外,的产品公司非常适合依赖半导体工艺并需要经过生产验证的制造能力的相关市场,例如互补金属氧化物半导体图像传感器(“ CIS”)和微机电系统(“ MEMS”) 。拉姆研究公司是半导体行业的创新晶圆制造设备和服务的全球供应商。公司已经在纳米级应用支持,化学,等离子和流体技术,高级系统工程和广泛的操作学科等领域建立了强大的全球竞争力。产品和服务旨在帮助客户构建更小,更快,性能更好的设备,这些设备可用","listText":"如果我们的分析对您有启发,请您点赞支持。若有价值,请您转发给更多的朋友。期待您的评论或私信我吧,我们希望与您深度探讨。感谢您的关注与支持!一、公司简介01 拉姆研究简述Lam Research Corporation(美股代码:LRCX)成立于1980年,总部位于加利福尼亚州弗里蒙特。在全球范围内设计,制造,销售,翻新和维修用于集成电路制造的半导体处理设备。02 主要业务该公司提供ALTUS系统,以沉积用于钨金属化应用的保形膜;用于铜镶嵌制造的SABRE电化学沉积产品;用于薄膜处理的SOLA紫外线热处理产品;和VECTOR等离子增强型CVD ALD产品。它还提供SPEED间隙填充高密度等离子体化学气相沉积(HDP-CVD)产品;和提供多个介电膜解决方案的Striker单晶片原子层沉积(ALD)产品。此外,该公司还提供Flex用于介电蚀刻应用。Kiyo用于导体蚀刻应用;用于硅通孔蚀刻的Syndion;以及用于金属蚀刻工艺的Versys金属产品。此外,它还提供了Coronus斜角清洁产品以提高模具良率;达芬奇,DV-Prime,EOS和SP解决了一系列晶圆清洗应用;和Metryx质量计量系统,用于半导体晶圆制造中的高精度在线质量测量。公司还解决了后端晶圆级封装(“ WLP”)的工艺问题,这是传统引线键合的替代方法,可以提供更小的外形尺寸,更高的互连速度和带宽以及更低的功耗,以及其他优势。此外,的产品公司非常适合依赖半导体工艺并需要经过生产验证的制造能力的相关市场,例如互补金属氧化物半导体图像传感器(“ CIS”)和微机电系统(“ MEMS”) 。拉姆研究公司是半导体行业的创新晶圆制造设备和服务的全球供应商。公司已经在纳米级应用支持,化学,等离子和流体技术,高级系统工程和广泛的操作学科等领域建立了强大的全球竞争力。产品和服务旨在帮助客户构建更小,更快,性能更好的设备,这些设备可用","text":"如果我们的分析对您有启发,请您点赞支持。若有价值,请您转发给更多的朋友。期待您的评论或私信我吧,我们希望与您深度探讨。感谢您的关注与支持!一、公司简介01 拉姆研究简述Lam Research Corporation(美股代码:LRCX)成立于1980年,总部位于加利福尼亚州弗里蒙特。在全球范围内设计,制造,销售,翻新和维修用于集成电路制造的半导体处理设备。02 主要业务该公司提供ALTUS系统,以沉积用于钨金属化应用的保形膜;用于铜镶嵌制造的SABRE电化学沉积产品;用于薄膜处理的SOLA紫外线热处理产品;和VECTOR等离子增强型CVD ALD产品。它还提供SPEED间隙填充高密度等离子体化学气相沉积(HDP-CVD)产品;和提供多个介电膜解决方案的Striker单晶片原子层沉积(ALD)产品。此外,该公司还提供Flex用于介电蚀刻应用。Kiyo用于导体蚀刻应用;用于硅通孔蚀刻的Syndion;以及用于金属蚀刻工艺的Versys金属产品。此外,它还提供了Coronus斜角清洁产品以提高模具良率;达芬奇,DV-Prime,EOS和SP解决了一系列晶圆清洗应用;和Metryx质量计量系统,用于半导体晶圆制造中的高精度在线质量测量。公司还解决了后端晶圆级封装(“ WLP”)的工艺问题,这是传统引线键合的替代方法,可以提供更小的外形尺寸,更高的互连速度和带宽以及更低的功耗,以及其他优势。此外,的产品公司非常适合依赖半导体工艺并需要经过生产验证的制造能力的相关市场,例如互补金属氧化物半导体图像传感器(“ CIS”)和微机电系统(“ MEMS”) 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据网(xiao)络(dao)消息,在上海黑市,可口可乐具备和货币同等的计量属性,零度可乐更胜一筹: “1瓶可乐=3棵青菜=5个鸡蛋=2个五号电池=5卷卫生纸。” 百事可乐:...... 不过,可乐之所以能够和柴米油盐等必需品一较高下,还能牢牢占据“隔离需求层次”的金字塔顶尖,还有一个重要原因,就是它能“增值”!! 以下是来自某位“民间经济学家”的市场行情总结:甚至有微博大V忍不住发帖询问:一瓶53°的飞天茅台,现在在上海能换几瓶可乐? 评论答曰:看年份,年份好的话能给你整口。 硬通货+类比茅台的增值潜力,看到这里,才终于明白为什么可口可乐能够跻身必需消费品行列,为什么巴菲特持股33年仍坚决不卖。 可乐最佳代言人 1988年,巴菲特首次买入可口可乐股票,当年就成为了伯克希尔的第三大重仓股。到1989年,可口可乐已经占据了整个投资组合比例的35%,成为其第一大重仓股。在经历过几次拆股和加仓之后,已经拥有超过200亿美元可口可乐股票,占发行股份的近 10%,成为可口可乐的最大股东。<a href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$</a> <a href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> 业务模式简单、拥有有很强的品牌力、高毛利率、高回报率、合理的估值......最终,可口可乐成为了巴菲特最具代表性的投资之一。 周二,<a href=\"https://laohu8.com/S/KO\">$可口可乐(KO)$</a> 收盘","listText":"在疫情阴影持续笼罩下的人们,总是忍不住回想以前的生活。上海居家的年轻人,就无奈体验了一把以物换物的日子。洗面奶换老干妈,PS4游戏机换鸡蛋,在这场跨品类的交换中,可乐以一己之力,对其他物品进行了无差别的降维打击,傲然站在了食物链顶端,一瓶可换万物! 据网(xiao)络(dao)消息,在上海黑市,可口可乐具备和货币同等的计量属性,零度可乐更胜一筹: “1瓶可乐=3棵青菜=5个鸡蛋=2个五号电池=5卷卫生纸。” 百事可乐:...... 不过,可乐之所以能够和柴米油盐等必需品一较高下,还能牢牢占据“隔离需求层次”的金字塔顶尖,还有一个重要原因,就是它能“增值”!! 以下是来自某位“民间经济学家”的市场行情总结:甚至有微博大V忍不住发帖询问:一瓶53°的飞天茅台,现在在上海能换几瓶可乐? 评论答曰:看年份,年份好的话能给你整口。 硬通货+类比茅台的增值潜力,看到这里,才终于明白为什么可口可乐能够跻身必需消费品行列,为什么巴菲特持股33年仍坚决不卖。 可乐最佳代言人 1988年,巴菲特首次买入可口可乐股票,当年就成为了伯克希尔的第三大重仓股。到1989年,可口可乐已经占据了整个投资组合比例的35%,成为其第一大重仓股。在经历过几次拆股和加仓之后,已经拥有超过200亿美元可口可乐股票,占发行股份的近 10%,成为可口可乐的最大股东。<a href=\"https://laohu8.com/S/BRK.B\">$伯克希尔B(BRK.B)$</a> <a href=\"https://laohu8.com/S/BRK.A\">$伯克希尔(BRK.A)$</a> 业务模式简单、拥有有很强的品牌力、高毛利率、高回报率、合理的估值......最终,可口可乐成为了巴菲特最具代表性的投资之一。 周二,<a href=\"https://laohu8.com/S/KO\">$可口可乐(KO)$</a> 收盘","text":"在疫情阴影持续笼罩下的人们,总是忍不住回想以前的生活。上海居家的年轻人,就无奈体验了一把以物换物的日子。洗面奶换老干妈,PS4游戏机换鸡蛋,在这场跨品类的交换中,可乐以一己之力,对其他物品进行了无差别的降维打击,傲然站在了食物链顶端,一瓶可换万物! 据网(xiao)络(dao)消息,在上海黑市,可口可乐具备和货币同等的计量属性,零度可乐更胜一筹: “1瓶可乐=3棵青菜=5个鸡蛋=2个五号电池=5卷卫生纸。” 百事可乐:...... 不过,可乐之所以能够和柴米油盐等必需品一较高下,还能牢牢占据“隔离需求层次”的金字塔顶尖,还有一个重要原因,就是它能“增值”!! 以下是来自某位“民间经济学家”的市场行情总结:甚至有微博大V忍不住发帖询问:一瓶53°的飞天茅台,现在在上海能换几瓶可乐? 评论答曰:看年份,年份好的话能给你整口。 硬通货+类比茅台的增值潜力,看到这里,才终于明白为什么可口可乐能够跻身必需消费品行列,为什么巴菲特持股33年仍坚决不卖。 可乐最佳代言人 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