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2022-01-25

Up or down? [财迷] [晕]

抱歉，原内容已删除

2022-01-24

Tesla. I m waiting[财迷] [强] [看涨]

抱歉，原内容已删除

2022-01-23

[财迷] [强] [看涨] 加油↖(^ω^)↗

抱歉，原内容已删除

2022-01-22

NVDA[财迷] [强] [看涨]

抱歉，原内容已删除

2022-01-21

NETFLIX [流泪]

图解财报 | 奈飞遭遇“滑铁卢”的四大原因

2022-01-20

HSI[财迷] [强] [看涨]

抱歉，原内容已删除

2022-01-20

[财迷]

南向资金今日净流入65.44亿港元腾讯控股获净买入14.45亿

2022-01-19

TSMC[财迷]

抱歉，原内容已删除

2022-01-18

NVDA[财迷]

黄仁勋五年前就想元宇宙了？英伟达:不是为元宇宙而元宇宙

2022-01-17

[财迷]

抱歉，原内容已删除

2022-01-16

ASML[疑问]

阿斯麦等芯片股下周起迎来财报季，股价波动或加大

2022-01-14

[财迷]

富国银行：Q4营收208.6亿美元，超出市场预期

2022-01-13

TSMC [财迷] [强] [看涨] [看涨] [看涨]

抱歉，原内容已删除

2022-01-12

ISRG GOGOGO UPUPUP

抱歉，原内容已删除

2022-01-11

AMD[财迷]

美股半导体板块盘前上涨美国超微公司(AMD)涨2.24%

2022-01-11

AMD[财迷]

克班资本：将AMD(AMD.O)评级从持股观望上调至超配

2022-01-09

MSFT [财迷] [看涨]

微软广告现已覆盖超过全球 10 亿人

2022-01-09

[汗颜]

抱歉，原内容已删除

2022-01-07

TSMC [财迷] [看涨] [看涨] [看涨] [看涨] [看涨] [看涨] [看涨] [看涨] [看涨]

财报前瞻：产能主导，台积电四季度业绩稳了

2022-01-06

Tencent[财迷] [强] [看涨]

抱歉，原内容已删除

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奈飞遭遇“滑铁卢”的四大原因\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\">2022-01-21 18:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周四，奈飞Q4财报公布后股价大跌，周五盘前继续跌势，不久前还因《鱿鱼游戏》火遍全球的科技巨头，遇到了哪些大麻烦？</p><p><img src=\"https://static.tigerbbs.com/e43255443c4abf8889320585d25493d8\" tg-width=\"750\" tg-height=\"6580\" 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17:30","market":"hk","language":"zh","title":"南向资金今日净流入65.44亿港元 腾讯控股获净买入14.45亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2204060600","media":"腾讯自选股","summary":"南向资金今日净流入65.44亿港元。港股通(沪)方面，腾讯控股、美团－Ｗ净买入居前，分别获净买入10.81亿港元、7.11亿港元。港股通(深)方面，腾讯控股、美团－Ｗ净买入居前，分别获净买入14.45亿港元、13.61亿港元。注释：南向资金又叫南下资金，南指的是地理位置，香港在深圳、上海的南边。南向资金指的是中国内地投资者通过港股通买卖香港市场股票的资金。","content":"<html><body><article><p>南向资金今日净流入65.44亿港元。港股通(沪)方面，<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>、美团－Ｗ净买入居前，分别获净买入10.81亿港元、7.11亿港元。港股通(深)方面，腾讯控股、美团－Ｗ净买入居前，分别获净买入14.45亿港元、13.61亿港元。</p><img src=\"http://snpimg.gtimg.com/snp/0/IMG202201201734347906848b_1128x752/0\"/><p>注释：</p><p>南向资金又叫南下资金，南指的是地理位置，香港在深圳、上海的南边。南向资金指的是中国内地投资者通过港股通买卖香港市场股票的资金。</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\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202201201730117a64d635&s=b><strong>腾讯自选股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>南向资金今日净流入65.44亿港元。港股通(沪)方面，腾讯控股、美团－Ｗ净买入居前，分别获净买入10.81亿港元、7.11亿港元。港股通(深)方面，腾讯控股、美团－Ｗ净买入居前，分别获净买入14.45亿港元、13.61亿港元。注释：南向资金又叫南下资金，南指的是地理位置，香港在深圳、上海的南边。南向资金指的是中国内地投资者通过港股通买卖香港市场股票的资金。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202201201730117a64d635&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/753c9aba3202037bc97463c545d5d015","relate_stocks":{"BK1526":"科网股","BK1591":"就地过年概念","BK1095":"互动媒体与服务","BK1517":"云办公","BK1586":"云计算","BK1531":"手游股","00700":"腾讯控股","BK1608":"元宇宙概念","BK1502":"双十一","BK1589":"北水核心资产","BK1521":"挪威政府全球养老基金持仓"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202201201730117a64d635&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2204060600","content_text":"南向资金今日净流入65.44亿港元。港股通(沪)方面，腾讯控股、美团－Ｗ净买入居前，分别获净买入10.81亿港元、7.11亿港元。港股通(深)方面，腾讯控股、美团－Ｗ净买入居前，分别获净买入14.45亿港元、13.61亿港元。注释：南向资金又叫南下资金，南指的是地理位置，香港在深圳、上海的南边。南向资金指的是中国内地投资者通过港股通买卖香港市场股票的资金。","news_type":1,"symbols_score_info":{"47760":0.6,"47764":0.6,"47928":0.6,"47931":0.6,"47953":0.6,"47954":0.6,"48456":0.6,"48458":0.9,"48472":0.6,"00700":1}},"isVote":1,"tweetType":1,"viewCount":3332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697718870,"gmtCreate":1642590675971,"gmtModify":1642590675971,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581753589389427","authorIdStr":"3581753589389427"},"themes":[],"htmlText":"TSMC[财迷]&nbsp;","listText":"TSMC[财迷]&nbsp;","text":"TSMC[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697718870","repostId":"2204327630","repostType":2,"isVote":1,"tweetType":1,"viewCount":3826,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697594976,"gmtCreate":1642512813630,"gmtModify":1642512815347,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581753589389427","authorIdStr":"3581753589389427"},"themes":[],"htmlText":"NVDA[财迷]&nbsp;","listText":"NVDA[财迷]&nbsp;","text":"NVDA[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697594976","repostId":"2204049167","repostType":2,"repost":{"id":"2204049167","kind":"news","pubTimestamp":1642500480,"share":"https://www.laohu8.com/m/news/2204049167?lang=zh_CN&edition=full","pubTime":"2022-01-18 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/>\n<title>黄仁勋五年前就想元宇宙了？英伟达:不是为元宇宙而元宇宙</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{ 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href=http://finance.eastmoney.com/a/202201182252191581.html><strong>澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近一年，元宇宙成为热门概念，被称为“元宇宙创造工具”的英伟达Omniverse随之破圈被广泛关注，曾在GTC大会上以假乱真引起热议的“数字黄仁勋”就是用Omniverse制作的。然而实际上，Omniverse最初出现并非因为元宇宙，更在元宇宙成为热词前。　　所以，为什么五年前英伟达CEO黄仁勋就开始推进Omniverse项目？“数字虫洞”的比喻有什么样的内涵？Omniverse究竟能做些什么？　　...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202201182252191581.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e025323951452bd10d755da31866b064","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4503":"景林资产持仓","BK4529":"IDC概念","BK4543":"AI","BK4527":"明星科技股","NVDA":"英伟达","BK4551":"寇图资本持仓","BK4532":"文艺复兴科技持仓","BK4549":"软银资本持仓","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","BK4548":"巴美列捷福持仓","BK4554":"元宇宙及AR概念"},"source_url":"http://finance.eastmoney.com/a/202201182252191581.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2204049167","content_text":"近一年，元宇宙成为热门概念，被称为“元宇宙创造工具”的英伟达Omniverse随之破圈被广泛关注，曾在GTC大会上以假乱真引起热议的“数字黄仁勋”就是用Omniverse制作的。然而实际上，Omniverse最初出现并非因为元宇宙，更在元宇宙成为热词前。　　所以，为什么五年前英伟达CEO黄仁勋就开始推进Omniverse项目？“数字虫洞”的比喻有什么样的内涵？Omniverse究竟能做些什么？　　元宇宙火了以后，“第一感觉是我们的工作量翻了两三倍，”英伟达中国区Omniverse业务发展经理何展在接受澎湃新闻在内的记者采访时开玩笑道。　　英伟达在2019年推出实时3D设计协作工具Omniverse，而黄仁勋提出想法并推进实施已是在五年前。Omniverse平台开发副总裁Richard Kerris曾在2021年4月的GTC大会上提到，英伟达已经为此花费了数年时间和数亿美元。　　黄仁勋曾在2021GTC大会上介绍道，“Omniverse可以让个人模拟制造出遵从物理规律的共享3D虚拟世界”。在官网中，英伟达将Omniverse描述为“一个将3D世界连接到共享虚拟世界的平台”，可完成实时3D设计协作和虚拟世界模拟，将图形、AI、模拟和可扩展计算整合到一个平台上。　　所以Omniverse可以做些什么呢？　　比如可以解决基站布局设计难题。如何投入最小、最高效建设基站是一个非常复杂的科学问题，Omniverse可以帮助其完成5G基站数字孪生模拟，建立每个地方的人流、数量、时间分布的数据模型，完成城市模拟及AI算法评估。也比如在山火出现时，可以通过Omniverse模拟预测山火的蔓延路径和规模，从而得到抑制火势的最佳策略。　　没有元宇宙时就有的元宇宙工具，为何创生？　　最简单的理解，Omniverse本质就是让原本不相通的软件相融合的平台。　　何展举了一个例子，建筑设计师在做室内装修渲染时会用到很多软件工具，而这些软件并不属于同一家软件公司，数据互不相通，格式转换困难。Omniverse平台就是让不同工具(软件)在一个界面内同时操作，省去大量的时间。　　所以英伟达这样一家定义了GPU，彻底改变了并行计算的人工智能计算公司为何会想到推出Omniverse？　　“在四五年前，我们就开始想未来大家说的数字虚拟世界(元宇宙)，在那个世界里如人、物、场景等各种数字资产的构建，都需要设计师、美术家、艺术家等各种各样的创意人员。他们一直是英伟达用户，我们的技术迭代就建立在对他们痛点的洞察。”何展表示。　　在2017年，英伟达第一次发布了AR/VR视频，从那个时候开始，英伟达开始展露Omniverse的初步想法。2018年，英伟达发布了实时光线技术，将实时光线追踪与AI结合起来落地应用。　　“实时光线追踪技术让我们看到一个新的可能，它可能会给创意市场增加2000-3000亿美金市场，促进设计师用这样的技术做出他的作品。有了图形可视化与AI之后，后来发现还可以结合以前做的物理学引擎、XR技术，之后就进一步衍生出把这个技术打造成一个平台的想法。后来发布的Omniverse就是包含各种渲染技术提升的结果。”何展表示。　　回到最初的问题，对于Omniverse最初为何出现，何展对澎湃新闻总结道，“Omniverse不是为了元宇宙而元宇宙，而是在技术不断迭代的过程中走到了这一步。在不同时间段内，针对客户的应用、几大类技术都成熟了，这时我们就认为未来可能会用这些技术创造新的数字3D世界，或者说元宇宙，这个平台就自然而然打上了元宇宙的标签。”　　一个有意思的问题是，在元宇宙概念没有火热之前，Omniverse在宣传的很多时候都会跟元宇宙进行关联，而随着元宇宙概念成为热门，英伟达官方的新闻稿却开始回避使用元宇宙，更多强调3D虚拟世界。同时，在记者的采访过程中，英伟达的几位采访对象也一直试图避免完全与元宇宙挂钩。　　一位接近英伟达的人士解答道，“元宇宙概念还在不断孕育生长的过程中，就像互联网刚刚诞生的时候，没有办法站到那个原点看20年后的今天。关于元宇宙现在更多是概念性的内容，每家厂商都会讲述自己元宇宙的梦想，而这些元宇宙的梦想有些比较切合实际，有些会用乌托邦或很科幻的角度去描述，还没有真正落地。而在整个业界都在讨论元宇宙的时候，英伟达会更想回归到技术本身，希望更多开发者、创作者看到Omniverse能够为他们带来什么，最核心的是技术改变他们的工作与创作。”　　总结Omniverse能实现的功能，第一件就是融合不同工具(软件)，第二则是处理大量数据，做实时渲染，比如央视《飞向月球2》纪录片要处理3TB级别数据完成月球模拟。第三类，则有AI参与其中，如气象模拟仿真，用图形可视化方式分析飓风走向。　　“实现元宇宙的技术能力，一定包括数据中心级别的算力平台，”何展表示。比如Earth-2数字孪生模拟2035年、2060年地球的气候状态，这些都需要巨大的算力。　　黄仁勋为何称Omniverse为“数字虫洞”？隐喻了什么？　　“Omniverse与游戏引擎大不相同，其是面向数据中心规模设计的，有朝一日有望能达到全球数据规模。Omniverse的基础是USD(Universal Scene Description，通用场景描述)，本质上是一个数字虫洞。将人和计算机连接到Omniverse，并将一个Omniverse世界连接到另一个世界，USD之于Omniverse就像HTML网页之于网站，”在2021下半年的GTC大会上，英伟达CEO黄仁勋说了一段并不那么容易理解的话。　　首先需要理解USD(通用场景描述)，“USD的初衷，就是解决不同厂商、不同软件数据格式之间的不兼容性，或需要反复导入导出”， 英伟达高级解决方案架构师宋毅明对澎湃新闻表示。　　USD由动画公司皮克斯最先提出。在动画的制作流程中，不同的分工会涉及不同的设计软件工具，那么在协同工作时，就需要进行格式转换等繁琐工作。后来，皮克斯提出统一场景的格式USD并在2016年对其开源，不同软件制作的3D内容由此可以统一使用USD格式，《驯龙高手3:隐秘的世界》就是用此方法制作出来的。　　“以PPT举例，可能5个人打开同一个PPT，公用数据流，一个人的更改另一个人可以马上看到。基于USD格式，则是在三维场景，一个人的更改另一个人可以即时看到，方便沟通和协作。”宋毅明表示。　　虫洞(Wormhole)则基于爱因斯坦场方程的特殊解，是连接时空中不同点的推测结构。可以将虫洞想象为一个隧道，两端位于时空的不同点(不同的位置，不同的时间点，或两者兼而有之)。　　以宝马数字孪生工厂的案例来理解“数字虫洞”的比喻可能更为直接。　　宋毅明认为，数字孪生最主要的目的是，把在真实世界里很难达到，或需要高成本达到的事情，放在虚拟世界里以较小的成本达到。在宝马的数字孪生工厂中可以搭建生产线，或用仿真的方式试验汽车，通过构建模型来看物理效果与真实产出的特性，就可以以很低成本知道方案是否可行，之后再在真实世界中建造这样的产线。　　如此，Omniverse就成为虚拟3D世界与真实世界之间的“数字虫洞”，通过它，虚拟与真实两个世界相互关联，形成互动。（文章来源：澎湃新闻）","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":2700,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697854079,"gmtCreate":1642414537540,"gmtModify":1642414537625,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581753589389427","authorIdStr":"3581753589389427"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697854079","repostId":"2204221997","repostType":2,"isVote":1,"tweetType":1,"viewCount":3597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697351925,"gmtCreate":1642305502790,"gmtModify":1642305502790,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581753589389427","authorIdStr":"3581753589389427"},"themes":[],"htmlText":"ASML[疑问]&nbsp;","listText":"ASML[疑问]&nbsp;","text":"ASML[疑问]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697351925","repostId":"1155700728","repostType":2,"repost":{"id":"1155700728","kind":"news","weMediaInfo":{"introduction":"港股挖掘机将每天为您推送最具价值的港股、美股、A股投资资讯！第一时间把握全球政策动向，先人一步了解主流资金流向，监测主力行踪，解读公司公告，追踪活跃个股，让您畅享投资财富盛宴!","home_visible":1,"media_name":"智通财经APP","id":"12","head_image":"https://static.tigerbbs.com/361f7f1ca0d64e919035653d64c723ab"},"pubTimestamp":1642301105,"share":"https://www.laohu8.com/m/news/1155700728?lang=zh_CN&edition=full","pubTime":"2022-01-16 10:45","market":"us","language":"zh","title":"阿斯麦等芯片股下周起迎来财报季，股价波动或加大","url":"https://stock-news.laohu8.com/highlight/detail?id=1155700728","media":"智通财经APP","summary":"富国银行对半导体设备制造行业的评估显示，就即将到来的财报季而言，投资者或许应该做好准备，迎接未来几周的坎坷。在2021年，受到全球供应链放缓影响的行业中，几乎没有哪个行业比半导体行业更严重，市场预期芯","content":"<html><head></head><body><blockquote><a href=\"https://laohu8.com/S/WFC\">富国银行</a>对半导体设备制造行业的评估显示，就即将到来的财报季而言，投资者或许应该做好准备，迎接未来几周的坎坷。</blockquote><p>在2021年，受到全球供应链放缓影响的行业中，几乎没有哪个行业比半导体行业更严重，市场预期芯片行业今年有望更加稳定。不过，富国银行对半导体设备制造行业的评估显示，就即将到来的财报季而言，投资者或许应该做好准备，迎接未来几周的坎坷。</p><p>智通财经APP注意到，富国银行分析师Joe Quatrochi表示，半导体设备类股短期内“可能保持相对波动”，因企业对季度业绩和销售前景做出任何调整，都可能影响股价。</p><p>Quatrochi表示，KLA是他在芯片设备制造商中的首选，他相信KLA将会从<a href=\"https://laohu8.com/S/INTC\">英特尔</a>增加资本支出的计划中获益。KLA定于1月27日公布季度业绩，Quatrochi表示，他预计该公司将概述对芯片晶圆和晶圆设备业务的预期。去年12月底，Quatrochi上调了对KLA的评级，认为该公司股价今年有10%的上行空间。</p><p>Quatrochi对Lam Research的看法则稍显悲观，他表示，持续的供应链问题，以及Lam在马来西亚新工厂的增产，对该公司的毛利率产生了负面影响。Quatrochi补充称，Lam将于1月26日公布季度业绩，投资者应密切关注该公司对内存芯片业务的看法，因为这将对该公司股价产生影响。</p><p>Quatrochi认为，<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>正面临着一个“艰难的局面”，因为该公司最近在柏林的一家工厂遭遇了一场火灾。Quatrochi表示，在柏林火灾之前，人们普遍认为阿斯麦2022年的营收比去年增长了20%以上，但火灾的“未知影响”可能会在即将到来的财报季影响投资者的情绪。阿斯麦将于下周三公布业绩。</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>阿斯麦等芯片股下周起迎来财报季，股价波动或加大</title>\n<style 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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阿斯麦等芯片股下周起迎来财报季，股价波动或加大\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/12\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/361f7f1ca0d64e919035653d64c723ab);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">智通财经APP </p>\n<p class=\"h-time\">2022-01-16 10:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><a href=\"https://laohu8.com/S/WFC\">富国银行</a>对半导体设备制造行业的评估显示，就即将到来的财报季而言，投资者或许应该做好准备，迎接未来几周的坎坷。</blockquote><p>在2021年，受到全球供应链放缓影响的行业中，几乎没有哪个行业比半导体行业更严重，市场预期芯片行业今年有望更加稳定。不过，富国银行对半导体设备制造行业的评估显示，就即将到来的财报季而言，投资者或许应该做好准备，迎接未来几周的坎坷。</p><p>智通财经APP注意到，富国银行分析师Joe Quatrochi表示，半导体设备类股短期内“可能保持相对波动”，因企业对季度业绩和销售前景做出任何调整，都可能影响股价。</p><p>Quatrochi表示，KLA是他在芯片设备制造商中的首选，他相信KLA将会从<a href=\"https://laohu8.com/S/INTC\">英特尔</a>增加资本支出的计划中获益。KLA定于1月27日公布季度业绩，Quatrochi表示，他预计该公司将概述对芯片晶圆和晶圆设备业务的预期。去年12月底，Quatrochi上调了对KLA的评级，认为该公司股价今年有10%的上行空间。</p><p>Quatrochi对Lam Research的看法则稍显悲观，他表示，持续的供应链问题，以及Lam在马来西亚新工厂的增产，对该公司的毛利率产生了负面影响。Quatrochi补充称，Lam将于1月26日公布季度业绩，投资者应密切关注该公司对内存芯片业务的看法，因为这将对该公司股价产生影响。</p><p>Quatrochi认为，<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>正面临着一个“艰难的局面”，因为该公司最近在柏林的一家工厂遭遇了一场火灾。Quatrochi表示，在柏林火灾之前，人们普遍认为阿斯麦2022年的营收比去年增长了20%以上，但火灾的“未知影响”可能会在即将到来的财报季影响投资者的情绪。阿斯麦将于下周三公布业绩。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c9a5bf70230b34046657c91800556952","relate_stocks":{"159813":"芯片","03165":"华夏欧优股对冲","ASML":"阿斯麦","BK4147":"半导体设备"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1155700728","content_text":"富国银行对半导体设备制造行业的评估显示，就即将到来的财报季而言，投资者或许应该做好准备，迎接未来几周的坎坷。在2021年，受到全球供应链放缓影响的行业中，几乎没有哪个行业比半导体行业更严重，市场预期芯片行业今年有望更加稳定。不过，富国银行对半导体设备制造行业的评估显示，就即将到来的财报季而言，投资者或许应该做好准备，迎接未来几周的坎坷。智通财经APP注意到，富国银行分析师Joe Quatrochi表示，半导体设备类股短期内“可能保持相对波动”，因企业对季度业绩和销售前景做出任何调整，都可能影响股价。Quatrochi表示，KLA是他在芯片设备制造商中的首选，他相信KLA将会从英特尔增加资本支出的计划中获益。KLA定于1月27日公布季度业绩，Quatrochi表示，他预计该公司将概述对芯片晶圆和晶圆设备业务的预期。去年12月底，Quatrochi上调了对KLA的评级，认为该公司股价今年有10%的上行空间。Quatrochi对Lam Research的看法则稍显悲观，他表示，持续的供应链问题，以及Lam在马来西亚新工厂的增产，对该公司的毛利率产生了负面影响。Quatrochi补充称，Lam将于1月26日公布季度业绩，投资者应密切关注该公司对内存芯片业务的看法，因为这将对该公司股价产生影响。Quatrochi认为，阿斯麦正面临着一个“艰难的局面”，因为该公司最近在柏林的一家工厂遭遇了一场火灾。Quatrochi表示，在柏林火灾之前，人们普遍认为阿斯麦2022年的营收比去年增长了20%以上，但火灾的“未知影响”可能会在即将到来的财报季影响投资者的情绪。阿斯麦将于下周三公布业绩。","news_type":1,"symbols_score_info":{"159813":0.9,"03165":0.9,"ASML":0.9}},"isVote":1,"tweetType":1,"viewCount":2612,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697087229,"gmtCreate":1642164279731,"gmtModify":1642164279918,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581753589389427","authorIdStr":"3581753589389427"},"themes":[],"htmlText":"[财迷]&nbsp;","listText":"[财迷]&nbsp;","text":"[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697087229","repostId":"1152152990","repostType":4,"repost":{"id":"1152152990","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":1642162021,"share":"https://www.laohu8.com/m/news/1152152990?lang=zh_CN&edition=full","pubTime":"2022-01-14 20:07","market":"us","language":"zh","title":"富国银行：Q4营收208.6亿美元，超出市场预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1152152990","media":"老虎资讯综合","summary":"1月14日(周五)美股盘前，富国银行公布了截至2021年12月31日的第四季度财务业绩。数据显示，该公司Q4总营收208.6亿美元，上年同期为184.89亿美元，同比增长13%;净利润57.50亿美元","content":"<html><head></head><body><p>1月14日(周五)美股盘前，富国银行公布了截至2021年12月31日的第四季度财务业绩。数据显示，该公司Q4总营收208.6亿美元，上年同期为184.89亿美元，同比增长13%;净利润57.50亿美元，上年同期为30.91亿美元，同比增长86%;摊薄后每股普通股收益1.38美元，上年同期为0.66美元。</p><p>净利息收入为92.62亿美元，上年同期为93.55亿美元，同比下降1%;非利息收入115.94亿美元，上年同期为91.34亿美元，同比增长27%。</p><p>期末贷款为8750亿美元，较上年同期减少3%;期末存款为1.47万亿美元，较上年同期增长7%。一级资本充足率(CET1)为11.4%，上年同期为11.6%。净资产收益率为12.8%，有形资产收益率为15.3%。</p><p>按业务部分划分，消费者银行和贷款营收87.33亿美元，上年同期为86.13亿美元，同比增长1%;商业银行营收22.84亿美元，上年同期为22.53亿美元，同比增长1%;企业和投资银行营收35.12亿美元，上年同期为31.54亿美元，同比增长11%;财富与投资管理营收36.48亿美元，上年同期为34.47亿美元，同比增长6%;公司业务(财务及职能)营收31.20亿美元，上年同期为14.62亿美元，同比增长113%。</p><p>第四季度，该公司合计回购1.397亿股普通股，约合70亿美元。</p><p>财报发布后，富国银行盘前涨1.7%。<img src=\"https://static.tigerbbs.com/fe131b5a0691a6ad62751c7524c71099\" tg-width=\"842\" tg-height=\"629\" referrerpolicy=\"no-referrer\"/></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>富国银行：Q4营收208.6亿美元，超出市场预期</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富国银行：Q4营收208.6亿美元，超出市场预期\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\">2022-01-14 20:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月14日(周五)美股盘前，富国银行公布了截至2021年12月31日的第四季度财务业绩。数据显示，该公司Q4总营收208.6亿美元，上年同期为184.89亿美元，同比增长13%;净利润57.50亿美元，上年同期为30.91亿美元，同比增长86%;摊薄后每股普通股收益1.38美元，上年同期为0.66美元。</p><p>净利息收入为92.62亿美元，上年同期为93.55亿美元，同比下降1%;非利息收入115.94亿美元，上年同期为91.34亿美元，同比增长27%。</p><p>期末贷款为8750亿美元，较上年同期减少3%;期末存款为1.47万亿美元，较上年同期增长7%。一级资本充足率(CET1)为11.4%，上年同期为11.6%。净资产收益率为12.8%，有形资产收益率为15.3%。</p><p>按业务部分划分，消费者银行和贷款营收87.33亿美元，上年同期为86.13亿美元，同比增长1%;商业银行营收22.84亿美元，上年同期为22.53亿美元，同比增长1%;企业和投资银行营收35.12亿美元，上年同期为31.54亿美元，同比增长11%;财富与投资管理营收36.48亿美元，上年同期为34.47亿美元，同比增长6%;公司业务(财务及职能)营收31.20亿美元，上年同期为14.62亿美元，同比增长113%。</p><p>第四季度，该公司合计回购1.397亿股普通股，约合70亿美元。</p><p>财报发布后，富国银行盘前涨1.7%。<img src=\"https://static.tigerbbs.com/fe131b5a0691a6ad62751c7524c71099\" tg-width=\"842\" tg-height=\"629\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/81696a8d77e14122d00486602eb0855d","relate_stocks":{"WFC":"富国银行"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152152990","content_text":"1月14日(周五)美股盘前，富国银行公布了截至2021年12月31日的第四季度财务业绩。数据显示，该公司Q4总营收208.6亿美元，上年同期为184.89亿美元，同比增长13%;净利润57.50亿美元，上年同期为30.91亿美元，同比增长86%;摊薄后每股普通股收益1.38美元，上年同期为0.66美元。净利息收入为92.62亿美元，上年同期为93.55亿美元，同比下降1%;非利息收入115.94亿美元，上年同期为91.34亿美元，同比增长27%。期末贷款为8750亿美元，较上年同期减少3%;期末存款为1.47万亿美元，较上年同期增长7%。一级资本充足率(CET1)为11.4%，上年同期为11.6%。净资产收益率为12.8%，有形资产收益率为15.3%。按业务部分划分，消费者银行和贷款营收87.33亿美元，上年同期为86.13亿美元，同比增长1%;商业银行营收22.84亿美元，上年同期为22.53亿美元，同比增长1%;企业和投资银行营收35.12亿美元，上年同期为31.54亿美元，同比增长11%;财富与投资管理营收36.48亿美元，上年同期为34.47亿美元，同比增长6%;公司业务(财务及职能)营收31.20亿美元，上年同期为14.62亿美元，同比增长113%。第四季度，该公司合计回购1.397亿股普通股，约合70亿美元。财报发布后，富国银行盘前涨1.7%。","news_type":1,"symbols_score_info":{"WFC":0.9}},"isVote":1,"tweetType":1,"viewCount":621,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694436899,"gmtCreate":1642070725319,"gmtModify":1642070725415,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581753589389427","authorIdStr":"3581753589389427"},"themes":[],"htmlText":"TSMC&nbsp;[财迷]&nbsp;[强]&nbsp;[看涨]&nbsp;[看涨]&nbsp;[看涨]&nbsp;","listText":"TSMC&nbsp;[财迷]&nbsp;[强]&nbsp;[看涨]&nbsp;[看涨]&nbsp;[看涨]&nbsp;","text":"TSMC 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UPUPUP","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694252863","repostId":"1127174429","repostType":2,"isVote":1,"tweetType":1,"viewCount":767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694834869,"gmtCreate":1641897318080,"gmtModify":1641897318198,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581753589389427","authorIdStr":"3581753589389427"},"themes":[],"htmlText":"AMD[财迷]&nbsp;","listText":"AMD[财迷]&nbsp;","text":"AMD[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694834869","repostId":"2202027202","repostType":2,"repost":{"id":"2202027202","kind":"highlight","weMediaInfo":{"introduction":"凤凰网港股","home_visible":1,"media_name":"凤凰网港股","id":"1039806269","head_image":"https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817"},"pubTimestamp":1641893983,"share":"https://www.laohu8.com/m/news/2202027202?lang=zh_CN&edition=full","pubTime":"2022-01-11 17:39","market":"hk","language":"zh","title":"美股半导体板块盘前上涨 美国超微公司(AMD)涨2.24%","url":"https://stock-news.laohu8.com/highlight/detail?id=2202027202","media":"凤凰网港股","summary":"凤凰网港股|美股半导体板块盘前上涨，美国超微公司(AMD)涨2.24%，英特尔(INTR)涨2.16%，台积电(TSM)涨1.72%。此前，台积电公布2021年12月营收1553.8亿台币，环比增4.8%，同比增32.4%，再创单月历史新高；2021年全年营收为15874亿台币，同比增18.5%。","content":"<html><body><p><font size=\"3\">凤凰网港股|<span>美股半导体板块盘前上涨，</span><span>美国超微公司(<a href=\"https://laohu8.com/S/AMD\">AMD</a>)涨2.24%，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTR)涨2.16%，<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM)涨1.72%。</span></font></p><p><font size=\"3\">此前，台积电公布2021年12月营收1553.8亿台币，环比增4.8%，同比增32.4%，再创单月历史新高；2021年全年营收为15874亿台币，同比增18.5%。</font></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>美股半导体板块盘前上涨 美国超微公司(AMD)涨2.24%</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{ 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class=\"h-time\">2022-01-11 17:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><font size=\"3\">凤凰网港股|<span>美股半导体板块盘前上涨，</span><span>美国超微公司(<a href=\"https://laohu8.com/S/AMD\">AMD</a>)涨2.24%，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTR)涨2.16%，<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM)涨1.72%。</span></font></p><p><font size=\"3\">此前，台积电公布2021年12月营收1553.8亿台币，环比增4.8%，同比增32.4%，再创单月历史新高；2021年全年营收为15874亿台币，同比增18.5%。</font></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8c95dc9b62af63b498dce2238fb18ba3","relate_stocks":{"BK4534":"瑞士信贷持仓","BK4141":"半导体产品","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4512":"苹果概念","BK4529":"IDC概念","BK4566":"资本集团","AMD":"美国超微公司"},"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=1093ba87b73dc6e4fafea5c03ec58e97","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2202027202","content_text":"凤凰网港股|美股半导体板块盘前上涨，美国超微公司(AMD)涨2.24%，英特尔(INTR)涨2.16%，台积电(TSM)涨1.72%。此前，台积电公布2021年12月营收1553.8亿台币，环比增4.8%，同比增32.4%，再创单月历史新高；2021年全年营收为15874亿台币，同比增18.5%。","news_type":1,"symbols_score_info":{"AMD":1}},"isVote":1,"tweetType":1,"viewCount":755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694834961,"gmtCreate":1641897163361,"gmtModify":1641897174221,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581753589389427","authorIdStr":"3581753589389427"},"themes":[],"htmlText":"AMD[财迷]&nbsp;","listText":"AMD[财迷]&nbsp;","text":"AMD[财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694834961","repostId":"2202207965","repostType":2,"repost":{"id":"2202207965","kind":"news","pubTimestamp":1641895320,"share":"https://www.laohu8.com/m/news/2202207965?lang=zh_CN&edition=full","pubTime":"2022-01-11 18:02","market":"hk","language":"zh","title":"克班资本：将AMD(AMD.O)评级从持股观望上调至超配","url":"https://stock-news.laohu8.com/highlight/detail?id=2202207965","media":"美港电讯","summary":"克班资本：将AMD(AMD.O)评级从持股观望上调至超配。","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=105.AMD&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p>　　克班资本：将<a href=\"https://laohu8.com/S/AMD\">AMD</a>(AMD.O)评级从持股观望上调至超配。 </p><p>（文章来源：美港电讯）</p>\n</div></body></html>","source":"stock_eastmoney","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>克班资本：将AMD(AMD.O)评级从持股观望上调至超配</title>\n<style 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href=\"http://stock.eastmoney.com/a/202201112243888167.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1fc1f5e2fa377c378fa230c10e0849a2","relate_stocks":{"AMD":"美国超微公司"},"source_url":"http://stock.eastmoney.com/a/202201112243888167.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2202207965","content_text":"克班资本：将AMD(AMD.O)评级从持股观望上调至超配。 （文章来源：美港电讯）","news_type":1,"symbols_score_info":{"AMD":1}},"isVote":1,"tweetType":1,"viewCount":1073,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694059031,"gmtCreate":1641731652332,"gmtModify":1641731660435,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581753589389427","authorIdStr":"3581753589389427"},"themes":[],"htmlText":"MSFT&nbsp;[财迷]&nbsp;[看涨]&nbsp;","listText":"MSFT&nbsp;[财迷]&nbsp;[看涨]&nbsp;","text":"MSFT [财迷] [看涨]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694059031","repostId":"2202413302","repostType":4,"repost":{"id":"2202413302","kind":"highlight","pubTimestamp":1641681069,"share":"https://www.laohu8.com/m/news/2202413302?lang=zh_CN&edition=full","pubTime":"2022-01-09 06:31","market":"us","language":"zh","title":"微软广告现已覆盖超过全球 10 亿人","url":"https://stock-news.laohu8.com/highlight/detail?id=2202413302","media":"IT之家","summary":"　　IT之家 1 月 8 日消息，根据微软的内部数据和 Comscore，微软广告正在庆祝一个新的里程碑，即覆盖其广告产品的用户已超过 10 亿。这些广告出现在 Outlook.com、AOL、雅虎、Microsoft News / MSN.com 以及其他一些微软的内容和高级出版商合作伙伴。　　IT之家获悉，微软报告称，2021 年搜索广告收入增加 7.88 亿美元或 10%，达到 85.28 亿美元。　　随着微软广告为微软的金库作出重大贡献，并且似乎在推动着产品，如 Windows 10 和 11 上的侵入性《新闻和兴趣》小组件。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/MSFT\">微软</a>广告现已覆盖超过全球 10 亿人</p><p>IT之家 1 月 8 日消息，根据微软的内部数据和 Comscore，微软广告正在庆祝一个新的里程碑，即覆盖其广告产品的用户已超过 10 亿。这些广告出现在 Outlook.com、AOL、<a href=\"https://laohu8.com/S/YHOO\">雅虎</a>、Microsoft News / MSN.com 以及其他一些微软的内容和高级出版商合作伙伴。</p><p><img src=\"https://static.tigerbbs.com/716a2c60351b23a9f319370b9ee3a7e5\" tg-width=\"550\" tg-height=\"310\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>最近有报道说，MSN 新闻现在比 CNN 更受欢迎，并可能很快超过 BBC.com。</p><p>一个产品的用户往往也使用另一个微软产品，导致“重叠的用户”，实际上更有可能被激活。大多数人也是 Windows 用户，根据 GlobalWebIndex 美国 2021 年第三季度的数据，在美国使用 Windows 设备的人中，有 64% 的用户也访问微软的广告内容。</p><p>微软广告表示，他们的受众也很有价值。57% 的人年龄在 16 到 44 岁之间，51% 的人有大学学历。21% 的用户是创业者或对创业感兴趣，20% 的用户更可能是高级决策者。61% 的人更有可能是早期的技术采用者，19% 的人计划购买一台笔记本电脑。</p><p>IT之家获悉，微软报告称，2021 年搜索广告收入增加 7.88 亿美元或 10%，达到 85.28 亿美元。然而这仍然只占微软收入的 5%。</p><p>随着微软广告为微软的金库作出重大贡献，并且似乎在推动着产品，如 Windows 10 和 11 上的侵入性《新闻和兴趣》小组件。</p></body></html>","source":"sina_us","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>微软广告现已覆盖超过全球 10 亿人</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{ 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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微软广告现已覆盖超过全球 10 亿人\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-09 06:31 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2022-01-09/doc-ikyakumx9182003.shtml><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>微软广告现已覆盖超过全球 10 亿人IT之家 1 月 8 日消息，根据微软的内部数据和 Comscore，微软广告正在庆祝一个新的里程碑，即覆盖其广告产品的用户已超过 10 亿。这些广告出现在 Outlook.com、AOL、雅虎、Microsoft News / MSN.com 以及其他一些微软的内容和高级出版商合作伙伴。最近有报道说，MSN 新闻现在比 CNN 更受欢迎，并可能很快超过 BBC...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2022-01-09/doc-ikyakumx9182003.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/716a2c60351b23a9f319370b9ee3a7e5","relate_stocks":{"BK4548":"巴美列捷福持仓","BK4535":"淡马锡持仓","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4516":"特朗普概念","BK4503":"景林资产持仓","BK4534":"瑞士信贷持仓","BK4527":"明星科技股","BK4538":"云计算","BK4504":"桥水持仓","MSFT":"微软","BK4528":"SaaS概念","BK4567":"ESG概念","BK4566":"资本集团","BK4525":"远程办公概念","BK4550":"红杉资本持仓","BK4097":"系统软件"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2022-01-09/doc-ikyakumx9182003.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2202413302","content_text":"微软广告现已覆盖超过全球 10 亿人IT之家 1 月 8 日消息，根据微软的内部数据和 Comscore，微软广告正在庆祝一个新的里程碑，即覆盖其广告产品的用户已超过 10 亿。这些广告出现在 Outlook.com、AOL、雅虎、Microsoft News / MSN.com 以及其他一些微软的内容和高级出版商合作伙伴。最近有报道说，MSN 新闻现在比 CNN 更受欢迎，并可能很快超过 BBC.com。一个产品的用户往往也使用另一个微软产品，导致“重叠的用户”，实际上更有可能被激活。大多数人也是 Windows 用户，根据 GlobalWebIndex 美国 2021 年第三季度的数据，在美国使用 Windows 设备的人中，有 64% 的用户也访问微软的广告内容。微软广告表示，他们的受众也很有价值。57% 的人年龄在 16 到 44 岁之间，51% 的人有大学学历。21% 的用户是创业者或对创业感兴趣，20% 的用户更可能是高级决策者。61% 的人更有可能是早期的技术采用者，19% 的人计划购买一台笔记本电脑。IT之家获悉，微软报告称，2021 年搜索广告收入增加 7.88 亿美元或 10%，达到 85.28 亿美元。然而这仍然只占微软收入的 5%。随着微软广告为微软的金库作出重大贡献，并且似乎在推动着产品，如 Windows 10 和 11 上的侵入性《新闻和兴趣》小组件。","news_type":1,"symbols_score_info":{"MSFT":1}},"isVote":1,"tweetType":1,"viewCount":1220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":694091597,"gmtCreate":1641658209677,"gmtModify":1641658209977,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581753589389427","authorIdStr":"3581753589389427"},"themes":[],"htmlText":"[汗颜]&nbsp;","listText":"[汗颜]&nbsp;","text":"[汗颜]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/694091597","repostId":"2201524633","repostType":2,"isVote":1,"tweetType":1,"viewCount":987,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695423152,"gmtCreate":1641552741629,"gmtModify":1641552741746,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581753589389427","authorIdStr":"3581753589389427"},"themes":[],"htmlText":"TSMC&nbsp;[财迷]&nbsp;[看涨]&nbsp;[看涨]&nbsp;[看涨]&nbsp;[看涨]&nbsp;[看涨]&nbsp;[看涨]&nbsp;[看涨]&nbsp;[看涨]&nbsp;[看涨]&nbsp;","listText":"TSMC&nbsp;[财迷]&nbsp;[看涨]&nbsp;[看涨]&nbsp;[看涨]&nbsp;[看涨]&nbsp;[看涨]&nbsp;[看涨]&nbsp;[看涨]&nbsp;[看涨]&nbsp;[看涨]&nbsp;","text":"TSMC [财迷] [看涨] [看涨] [看涨] [看涨] [看涨] [看涨] [看涨] [看涨] [看涨]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/695423152","repostId":"1150455325","repostType":4,"repost":{"id":"1150455325","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":1641795484,"share":"https://www.laohu8.com/m/news/1150455325?lang=zh_CN&edition=full","pubTime":"2022-01-10 14:18","market":"us","language":"zh","title":"财报前瞻：产能主导，台积电四季度业绩稳了","url":"https://stock-news.laohu8.com/highlight/detail?id=1150455325","media":"老虎资讯综合","summary":"1月10日消息，半导体巨头台积电将于1月13日美股盘前发布2021年第四季度的财报。实际上，台积电的业绩一直很稳，投资者无需过分担忧。由于四季度全球芯片短缺，智能手机和高性能计算机芯片需求强劲，台积电","content":"<html><head></head><body><p>1月10日消息，半导体巨头<a href=\"https://laohu8.com/S/TSM\">台积电</a>将于1月13日美股盘前发布2021年第四季度的财报。实际上，<a href=\"https://laohu8.com/S/TSM\">台积电</a>的业绩一直很稳，投资者无需过分担忧。由于四季度全球芯片短缺，智能手机和高性能计算机芯片需求强劲，台积电营收连续六季创历史新高。</p><p>此前，台积电已分别披露10月、11月、12月的月度收入状况，其中，10月营收1345.39亿台币（约合48.72亿美元）；11月营收1482.68亿台币（约合53.69亿美元），同比增长18.7%；12月营收1553.8亿台币（约合56.27亿美元）。</p><p><b>三季度业绩回顾</b></p><p>回顾三季度，汽车、智能手机对芯片的需求强劲，由此带动台积电等代工芯片制造商的订单量激增，但芯片供应极度短缺，两大利好推动台积电三季报业绩超过分析师平均预期。</p><p>Q3营收达到了148.8亿美元，环比增长11.9%，比去年第三季度高出27.4亿美元，同比增长22.6%。</p><p>三季度净利润再次超过50亿达到56.14亿美元，同比增长20%；第三季度毛利润率51.3%，营业利润率41.2%，净利润率37.7%，好于预期。</p><p>其中7nm及5nm受到智能手机及高效能运算需求驱动，两者营收合计已超越台积电整体过半比重，且处于持续增长中。<img src=\"https://static.tigerbbs.com/fce8abc4a933258e0e039c288868670c\" tg-width=\"865\" tg-height=\"345\" referrerpolicy=\"no-referrer\"/>5纳米是台积电营收的重要来源。根据台积电第三季度业绩表现，5纳米制程出货占该公司2021年第三季晶圆销售金额的18%，，与上一季度持平；7纳米制程出货占全季晶圆销售金额的34%，上一季度为31%。先进制程（7纳米及以上）的营收占比达到第三季度晶圆总营收的52%。</p><p>按产品类型划分，智能手机仍然是最大的贡献者，占三季度总收入的44%，收入较上一季度增长15%；而汽车占总收入的4%，与上一季度持平。<img src=\"https://static.tigerbbs.com/29f098670be769d7be9044c7232b20f7\" tg-width=\"865\" tg-height=\"375\" referrerpolicy=\"no-referrer\"/><b>四季度业绩有哪些看点？</b></p><p><b>1、产能主导四季度业绩</b></p><p>四季度，全球还在受芯片短缺的困扰，台积电基本处于产能爆满的状态。因此，四季度的营收基本上是由产能主导，稳稳的增长是可以预期的，</p><p>此前台积电管理层给出的四季度营收预测为154-157亿美元，根据公司披露，去年12月总共取得1553.82亿新台币的净营收，较11月环比增长71亿，这也意味着台积电去年四季度整体营收达到4382亿新台币（约合158.6亿美元）。这个数字也要高于公司此前给出的154-157亿美元指引，以及分析师4362亿新台币的一致预期。</p><p>由于智能手机和高性能计算机芯片需求强劲，台积电最先进的 5 nm制程出货量预计大幅增长。 强劲的销售额促进了产能充分利用，预计将推动第四季度毛利率将达到52%，营业利润将提升14.6%至1,800亿新台币。</p><p><b>2、定价策略将是四季度业绩发布会重点</b></p><p>四季度的财报分析师电话会议将在1月13日下午举行。CEO魏哲家、CFO黄仁昭等多位台积电高管预计将出席财报分析师电话会议，介绍四季度的情况并回答分析师提出的问题。</p><p>除了 4纳米和 3纳米产能建设进展外，台积电的定价策略或将成为第四季度业绩发布会的关注重点。由于对芯片需求的剧增，台积电产能扩充与开发较往年相比可以说是“五倍速”前进。为了确保产能的提升，相关的支出也大幅增加，尤其是在先进制程方面。</p><p>此前台积电正式提出2nm以及后续1nm的工厂扩建计划，预计总投资金额将高达8000亿至1万亿新台币（约1840-2300亿元），占地近100万平方米。</p><p>台积电重金投资，再度宣示其制程技术领先，但庞大的投资额背后也面临着巨额的折旧费用，台积电将提高成熟制程的价格来维持利润率以及支持未来扩张。</p><p><b>3、四季度营收超预期</b></p><p>目前，台积电已经分别披露了四季度三个月的月度营收情况，从已公布的数据来看，台积电四季度的营收已经超过了此前管理层给出的预期。</p><p><b>2021年10月台积电的营收为1345.39亿新台币，折合约48.72亿美元；11月营收环比上涨10.2%，达到1482.68亿新台币，折合约53.69亿美元，较2020年11月同比上涨18.7%；12月营收1553.8亿台币，折合约56.27亿美元。</b></p><p>以此计算，四季度三个月共营收约158.6亿美元。最新的营收数据也意味着台积电营收数字连续第六个季度创历史新高，这个事实本身并不令人意外。疫情发生后的电子产品需求爆发，以及<a href=\"https://laohu8.com/S/AAPL\">苹果</a>等公司对先进制程的追求，也令全球最大芯片制造厂始终处于产能供不应求的状态，大手笔的投资扩产也需要2-3年才能见到成效。</p><p>火爆的供需关系也令投行对台积电今年的业绩前景和“钱景”极为乐观。<a href=\"https://laohu8.com/S/GS\">高盛</a>在本月初的一份报告中表示，在价格上涨以及高性能计算/5G升级周期等一些因素的支持下，台积电2022年的营收增速将达到26%。根据周一的公告，2021年公司总共实现净营收1.58万亿新台币，同比增加18.5%。</p><p>高盛也将台积电台股的目标价从1028新台币提升至1035新台币。</p><p><b>分析师预测</b></p><p>根据彭博一致预期，台积电2021年第四季度营收预计为4368.16亿台币；调整后净利润为1624.03亿台币；调整后EPS为31.24台币。</p><p>彭博调查的12位分析师中，8位给予台积电买入评级，4位给出持有评级，目标价143.01美元。</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>财报前瞻：产能主导，台积电四季度业绩稳了</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; }\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财报前瞻：产能主导，台积电四季度业绩稳了\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\">2022-01-10 14:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月10日消息，半导体巨头<a href=\"https://laohu8.com/S/TSM\">台积电</a>将于1月13日美股盘前发布2021年第四季度的财报。实际上，<a href=\"https://laohu8.com/S/TSM\">台积电</a>的业绩一直很稳，投资者无需过分担忧。由于四季度全球芯片短缺，智能手机和高性能计算机芯片需求强劲，台积电营收连续六季创历史新高。</p><p>此前，台积电已分别披露10月、11月、12月的月度收入状况，其中，10月营收1345.39亿台币（约合48.72亿美元）；11月营收1482.68亿台币（约合53.69亿美元），同比增长18.7%；12月营收1553.8亿台币（约合56.27亿美元）。</p><p><b>三季度业绩回顾</b></p><p>回顾三季度，汽车、智能手机对芯片的需求强劲，由此带动台积电等代工芯片制造商的订单量激增，但芯片供应极度短缺，两大利好推动台积电三季报业绩超过分析师平均预期。</p><p>Q3营收达到了148.8亿美元，环比增长11.9%，比去年第三季度高出27.4亿美元，同比增长22.6%。</p><p>三季度净利润再次超过50亿达到56.14亿美元，同比增长20%；第三季度毛利润率51.3%，营业利润率41.2%，净利润率37.7%，好于预期。</p><p>其中7nm及5nm受到智能手机及高效能运算需求驱动，两者营收合计已超越台积电整体过半比重，且处于持续增长中。<img src=\"https://static.tigerbbs.com/fce8abc4a933258e0e039c288868670c\" tg-width=\"865\" tg-height=\"345\" referrerpolicy=\"no-referrer\"/>5纳米是台积电营收的重要来源。根据台积电第三季度业绩表现，5纳米制程出货占该公司2021年第三季晶圆销售金额的18%，，与上一季度持平；7纳米制程出货占全季晶圆销售金额的34%，上一季度为31%。先进制程（7纳米及以上）的营收占比达到第三季度晶圆总营收的52%。</p><p>按产品类型划分，智能手机仍然是最大的贡献者，占三季度总收入的44%，收入较上一季度增长15%；而汽车占总收入的4%，与上一季度持平。<img src=\"https://static.tigerbbs.com/29f098670be769d7be9044c7232b20f7\" tg-width=\"865\" tg-height=\"375\" referrerpolicy=\"no-referrer\"/><b>四季度业绩有哪些看点？</b></p><p><b>1、产能主导四季度业绩</b></p><p>四季度，全球还在受芯片短缺的困扰，台积电基本处于产能爆满的状态。因此，四季度的营收基本上是由产能主导，稳稳的增长是可以预期的，</p><p>此前台积电管理层给出的四季度营收预测为154-157亿美元，根据公司披露，去年12月总共取得1553.82亿新台币的净营收，较11月环比增长71亿，这也意味着台积电去年四季度整体营收达到4382亿新台币（约合158.6亿美元）。这个数字也要高于公司此前给出的154-157亿美元指引，以及分析师4362亿新台币的一致预期。</p><p>由于智能手机和高性能计算机芯片需求强劲，台积电最先进的 5 nm制程出货量预计大幅增长。 强劲的销售额促进了产能充分利用，预计将推动第四季度毛利率将达到52%，营业利润将提升14.6%至1,800亿新台币。</p><p><b>2、定价策略将是四季度业绩发布会重点</b></p><p>四季度的财报分析师电话会议将在1月13日下午举行。CEO魏哲家、CFO黄仁昭等多位台积电高管预计将出席财报分析师电话会议，介绍四季度的情况并回答分析师提出的问题。</p><p>除了 4纳米和 3纳米产能建设进展外，台积电的定价策略或将成为第四季度业绩发布会的关注重点。由于对芯片需求的剧增，台积电产能扩充与开发较往年相比可以说是“五倍速”前进。为了确保产能的提升，相关的支出也大幅增加，尤其是在先进制程方面。</p><p>此前台积电正式提出2nm以及后续1nm的工厂扩建计划，预计总投资金额将高达8000亿至1万亿新台币（约1840-2300亿元），占地近100万平方米。</p><p>台积电重金投资，再度宣示其制程技术领先，但庞大的投资额背后也面临着巨额的折旧费用，台积电将提高成熟制程的价格来维持利润率以及支持未来扩张。</p><p><b>3、四季度营收超预期</b></p><p>目前，台积电已经分别披露了四季度三个月的月度营收情况，从已公布的数据来看，台积电四季度的营收已经超过了此前管理层给出的预期。</p><p><b>2021年10月台积电的营收为1345.39亿新台币，折合约48.72亿美元；11月营收环比上涨10.2%，达到1482.68亿新台币，折合约53.69亿美元，较2020年11月同比上涨18.7%；12月营收1553.8亿台币，折合约56.27亿美元。</b></p><p>以此计算，四季度三个月共营收约158.6亿美元。最新的营收数据也意味着台积电营收数字连续第六个季度创历史新高，这个事实本身并不令人意外。疫情发生后的电子产品需求爆发，以及<a href=\"https://laohu8.com/S/AAPL\">苹果</a>等公司对先进制程的追求，也令全球最大芯片制造厂始终处于产能供不应求的状态，大手笔的投资扩产也需要2-3年才能见到成效。</p><p>火爆的供需关系也令投行对台积电今年的业绩前景和“钱景”极为乐观。<a href=\"https://laohu8.com/S/GS\">高盛</a>在本月初的一份报告中表示，在价格上涨以及高性能计算/5G升级周期等一些因素的支持下，台积电2022年的营收增速将达到26%。根据周一的公告，2021年公司总共实现净营收1.58万亿新台币，同比增加18.5%。</p><p>高盛也将台积电台股的目标价从1028新台币提升至1035新台币。</p><p><b>分析师预测</b></p><p>根据彭博一致预期，台积电2021年第四季度营收预计为4368.16亿台币；调整后净利润为1624.03亿台币；调整后EPS为31.24台币。</p><p>彭博调查的12位分析师中，8位给予台积电买入评级，4位给出持有评级，目标价143.01美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"TSM":"台积电"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150455325","content_text":"1月10日消息，半导体巨头台积电将于1月13日美股盘前发布2021年第四季度的财报。实际上，台积电的业绩一直很稳，投资者无需过分担忧。由于四季度全球芯片短缺，智能手机和高性能计算机芯片需求强劲，台积电营收连续六季创历史新高。此前，台积电已分别披露10月、11月、12月的月度收入状况，其中，10月营收1345.39亿台币（约合48.72亿美元）；11月营收1482.68亿台币（约合53.69亿美元），同比增长18.7%；12月营收1553.8亿台币（约合56.27亿美元）。三季度业绩回顾回顾三季度，汽车、智能手机对芯片的需求强劲，由此带动台积电等代工芯片制造商的订单量激增，但芯片供应极度短缺，两大利好推动台积电三季报业绩超过分析师平均预期。Q3营收达到了148.8亿美元，环比增长11.9%，比去年第三季度高出27.4亿美元，同比增长22.6%。三季度净利润再次超过50亿达到56.14亿美元，同比增长20%；第三季度毛利润率51.3%，营业利润率41.2%，净利润率37.7%，好于预期。其中7nm及5nm受到智能手机及高效能运算需求驱动，两者营收合计已超越台积电整体过半比重，且处于持续增长中。5纳米是台积电营收的重要来源。根据台积电第三季度业绩表现，5纳米制程出货占该公司2021年第三季晶圆销售金额的18%，，与上一季度持平；7纳米制程出货占全季晶圆销售金额的34%，上一季度为31%。先进制程（7纳米及以上）的营收占比达到第三季度晶圆总营收的52%。按产品类型划分，智能手机仍然是最大的贡献者，占三季度总收入的44%，收入较上一季度增长15%；而汽车占总收入的4%，与上一季度持平。四季度业绩有哪些看点？1、产能主导四季度业绩四季度，全球还在受芯片短缺的困扰，台积电基本处于产能爆满的状态。因此，四季度的营收基本上是由产能主导，稳稳的增长是可以预期的，此前台积电管理层给出的四季度营收预测为154-157亿美元，根据公司披露，去年12月总共取得1553.82亿新台币的净营收，较11月环比增长71亿，这也意味着台积电去年四季度整体营收达到4382亿新台币（约合158.6亿美元）。这个数字也要高于公司此前给出的154-157亿美元指引，以及分析师4362亿新台币的一致预期。由于智能手机和高性能计算机芯片需求强劲，台积电最先进的 5 nm制程出货量预计大幅增长。 强劲的销售额促进了产能充分利用，预计将推动第四季度毛利率将达到52%，营业利润将提升14.6%至1,800亿新台币。2、定价策略将是四季度业绩发布会重点四季度的财报分析师电话会议将在1月13日下午举行。CEO魏哲家、CFO黄仁昭等多位台积电高管预计将出席财报分析师电话会议，介绍四季度的情况并回答分析师提出的问题。除了 4纳米和 3纳米产能建设进展外，台积电的定价策略或将成为第四季度业绩发布会的关注重点。由于对芯片需求的剧增，台积电产能扩充与开发较往年相比可以说是“五倍速”前进。为了确保产能的提升，相关的支出也大幅增加，尤其是在先进制程方面。此前台积电正式提出2nm以及后续1nm的工厂扩建计划，预计总投资金额将高达8000亿至1万亿新台币（约1840-2300亿元），占地近100万平方米。台积电重金投资，再度宣示其制程技术领先，但庞大的投资额背后也面临着巨额的折旧费用，台积电将提高成熟制程的价格来维持利润率以及支持未来扩张。3、四季度营收超预期目前，台积电已经分别披露了四季度三个月的月度营收情况，从已公布的数据来看，台积电四季度的营收已经超过了此前管理层给出的预期。2021年10月台积电的营收为1345.39亿新台币，折合约48.72亿美元；11月营收环比上涨10.2%，达到1482.68亿新台币，折合约53.69亿美元，较2020年11月同比上涨18.7%；12月营收1553.8亿台币，折合约56.27亿美元。以此计算，四季度三个月共营收约158.6亿美元。最新的营收数据也意味着台积电营收数字连续第六个季度创历史新高，这个事实本身并不令人意外。疫情发生后的电子产品需求爆发，以及苹果等公司对先进制程的追求，也令全球最大芯片制造厂始终处于产能供不应求的状态，大手笔的投资扩产也需要2-3年才能见到成效。火爆的供需关系也令投行对台积电今年的业绩前景和“钱景”极为乐观。高盛在本月初的一份报告中表示，在价格上涨以及高性能计算/5G升级周期等一些因素的支持下，台积电2022年的营收增速将达到26%。根据周一的公告，2021年公司总共实现净营收1.58万亿新台币，同比增加18.5%。高盛也将台积电台股的目标价从1028新台币提升至1035新台币。分析师预测根据彭博一致预期，台积电2021年第四季度营收预计为4368.16亿台币；调整后净利润为1624.03亿台币；调整后EPS为31.24台币。彭博调查的12位分析师中，8位给予台积电买入评级，4位给出持有评级，目标价143.01美元。","news_type":1,"symbols_score_info":{"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":703,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695237506,"gmtCreate":1641467094901,"gmtModify":1641467094901,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581753589389427","authorIdStr":"3581753589389427"},"themes":[],"htmlText":"Tencent[财迷]&nbsp;[强]&nbsp;[看涨]&nbsp;","listText":"Tencent[财迷]&nbsp;[强]&nbsp;[看涨]&nbsp;","text":"Tencent[财迷] [强] [看涨]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/695237506","repostId":"2201266874","repostType":2,"isVote":1,"tweetType":1,"viewCount":1953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":602910023,"gmtCreate":1638955133273,"gmtModify":1638955133380,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581753589389427","idStr":"3581753589389427"},"themes":[],"htmlText":"AAPL GO UP UP PLS","listText":"AAPL GO UP UP PLS","text":"AAPL GO UP UP PLS","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/602910023","repostId":"1189850079","repostType":2,"repost":{"id":"1189850079","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638954825,"share":"https://www.laohu8.com/m/news/1189850079?lang=zh_CN&edition=full","pubTime":"2021-12-08 17:13","market":"us","language":"en","title":"Apple stock climbed more than 1% in premarket trading<blockquote>苹果股价在盘前交易中上涨超过1%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1189850079","media":"Tiger Newspress","summary":"Apple stock climbed more than 1% in premarket trading on the report that Apple told suppliers to rea","content":"<p>Apple stock climbed more than 1% in premarket trading&nbsp;on&nbsp;the&nbsp;report&nbsp;that&nbsp;Apple told suppliers to reaccelerate their production of the iPhone for November, December and January.</p><p><blockquote>有报道称苹果要求供应商重新加快11月、12月和1月的iPhone生产，苹果股价在盘前交易中上涨超过1%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6bbd124a3954ad6191a98fd9b5a2a1c1\" tg-width=\"853\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> In September and October, production of the iPhone 13 range fell 20% short of previous plans, people directly involved in its supply chain told Nikkei. This was even after Apple prioritized all the necessary components for the latest flagship smartphone -- the company's most important revenue source -- at the expense of other products such as iPads and older generations such as the iPhone 12 and iPhone SE.</p><p><blockquote>直接参与供应链的人士告诉《日经新闻》，9月和10月，iPhone 13系列的产量比之前的计划下降了20%。即使苹果优先考虑了最新旗舰智能手机（该公司最重要的收入来源）的所有必要组件，而牺牲了iPad等其他产品以及iPhone 12和iPhone SE等老一代产品。</blockquote></p><p> Over the same period, the reallocation of the shared components squeezed iPad assembly even more, leading to about 50% less production volume than planned, while the production forecast for older generations of iPhones also dropped around 25%, Nikkei heard from multiple sources. The situation for iPads and older iPhones was not much improved by November.</p><p><blockquote>日经新闻从多个消息来源获悉，同一时期，共享组件的重新分配进一步挤压了iPad组装，导致产量比计划减少约50%，而老一代iPhone的产量预测也下降了约25%。到11月份，iPads和旧款iPhones的情况并没有太大改善。</blockquote></p><p> Apple was forced to scale back its total production goal for 2021, people briefed on the matter told Nikkei. At the beginning of December, the company was on course to make only about 83 million to 85 million units in the iPhone 13 range before the end of the year, falling short of the ambitious goal of up to 95 million units it had set to capture the first shopping season after Western economies reopened from COVID-19 lockdowns. Overall, despite reaccelerating production in November, Apple was still falling about 15 million units short of its aim to build 230 million iPhones in total this year, an ambitious goal set at the beginning of 2021, sources said.</p><p><blockquote>知情人士告诉《日经新闻》，苹果被迫缩减2021年的总产量目标。12月初，该公司计划在年底前仅生产约8300万至8500万部iPhone 13系列，未达到其设定的最多9500万部的雄心勃勃的目标。西方经济体从COVID-19封锁中重新开放后的第一个购物季。消息人士称，总体而言，尽管11月份重新加速了生产，但苹果仍比今年总共生产2.3亿部iPhone的目标少了约1500万部，这是2021年初设定的一个雄心勃勃的目标。</blockquote></p><p> Apple told suppliers to reaccelerate their production of the iPhone for November, December and January, after stumbling for the past few months, sources said. Communications in the past two days indicate it hopes to get more than 5 million units closer to its original goal than it expected at the beginning of December.&nbsp;\"Demand for the iPhone 13 range should be able to extend until January next year, as Apple does not want to waste the opportunity to take more ground from Huawei, while Samsung and Xiaomi are suffering from chips and component mismatches,\" said a source&nbsp;with direct knowledge of the conversations.</p><p><blockquote>消息人士称，在过去几个月陷入困境后，苹果告诉供应商重新加快11月、12月和1月的iPhone生产。过去两天的沟通表明，它希望比12月初的预期更接近最初的目标500万部以上。一位直接了解对话的消息人士表示：“对iPhone 13系列的需求应该能够延长到明年1月，因为苹果不想浪费从华为手中夺取更多地盘的机会，而三星和小米正遭受芯片和组件不匹配的困扰。”</blockquote></p><p></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>Apple stock climbed more than 1% in premarket trading<blockquote>苹果股价在盘前交易中上涨超过1%</blockquote></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; }\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: 12.5px; color: #7E829C; margin: 0;}\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\">\nApple stock climbed more than 1% in premarket trading<blockquote>苹果股价在盘前交易中上涨超过1%</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-12-08 17:13</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Apple stock climbed more than 1% in premarket trading&nbsp;on&nbsp;the&nbsp;report&nbsp;that&nbsp;Apple told suppliers to reaccelerate their production of the iPhone for November, December and January.</p><p><blockquote>有报道称苹果要求供应商重新加快11月、12月和1月的iPhone生产，苹果股价在盘前交易中上涨超过1%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/6bbd124a3954ad6191a98fd9b5a2a1c1\" tg-width=\"853\" tg-height=\"619\" width=\"100%\" height=\"auto\"></p><p><blockquote></blockquote></p><p> In September and October, production of the iPhone 13 range fell 20% short of previous plans, people directly involved in its supply chain told Nikkei. This was even after Apple prioritized all the necessary components for the latest flagship smartphone -- the company's most important revenue source -- at the expense of other products such as iPads and older generations such as the iPhone 12 and iPhone SE.</p><p><blockquote>直接参与供应链的人士告诉《日经新闻》，9月和10月，iPhone 13系列的产量比之前的计划下降了20%。即使苹果优先考虑了最新旗舰智能手机（该公司最重要的收入来源）的所有必要组件，而牺牲了iPad等其他产品以及iPhone 12和iPhone SE等老一代产品。</blockquote></p><p> Over the same period, the reallocation of the shared components squeezed iPad assembly even more, leading to about 50% less production volume than planned, while the production forecast for older generations of iPhones also dropped around 25%, Nikkei heard from multiple sources. The situation for iPads and older iPhones was not much improved by November.</p><p><blockquote>日经新闻从多个消息来源获悉，同一时期，共享组件的重新分配进一步挤压了iPad组装，导致产量比计划减少约50%，而老一代iPhone的产量预测也下降了约25%。到11月份，iPads和旧款iPhones的情况并没有太大改善。</blockquote></p><p> Apple was forced to scale back its total production goal for 2021, people briefed on the matter told Nikkei. At the beginning of December, the company was on course to make only about 83 million to 85 million units in the iPhone 13 range before the end of the year, falling short of the ambitious goal of up to 95 million units it had set to capture the first shopping season after Western economies reopened from COVID-19 lockdowns. Overall, despite reaccelerating production in November, Apple was still falling about 15 million units short of its aim to build 230 million iPhones in total this year, an ambitious goal set at the beginning of 2021, sources said.</p><p><blockquote>知情人士告诉《日经新闻》，苹果被迫缩减2021年的总产量目标。12月初，该公司计划在年底前仅生产约8300万至8500万部iPhone 13系列，未达到其设定的最多9500万部的雄心勃勃的目标。西方经济体从COVID-19封锁中重新开放后的第一个购物季。消息人士称，总体而言，尽管11月份重新加速了生产，但苹果仍比今年总共生产2.3亿部iPhone的目标少了约1500万部，这是2021年初设定的一个雄心勃勃的目标。</blockquote></p><p> Apple told suppliers to reaccelerate their production of the iPhone for November, December and January, after stumbling for the past few months, sources said. Communications in the past two days indicate it hopes to get more than 5 million units closer to its original goal than it expected at the beginning of December.&nbsp;\"Demand for the iPhone 13 range should be able to extend until January next year, as Apple does not want to waste the opportunity to take more ground from Huawei, while Samsung and Xiaomi are suffering from chips and component mismatches,\" said a source&nbsp;with direct knowledge of the conversations.</p><p><blockquote>消息人士称，在过去几个月陷入困境后，苹果告诉供应商重新加快11月、12月和1月的iPhone生产。过去两天的沟通表明，它希望比12月初的预期更接近最初的目标500万部以上。一位直接了解对话的消息人士表示：“对iPhone 13系列的需求应该能够延长到明年1月，因为苹果不想浪费从华为手中夺取更多地盘的机会，而三星和小米正遭受芯片和组件不匹配的困扰。”</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AAPL":"苹果"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189850079","content_text":"Apple stock climbed more than 1% in premarket trading on the report that Apple told suppliers to reaccelerate their production of the iPhone for November, December and January.\n\nIn September and October, production of the iPhone 13 range fell 20% short of previous plans, people directly involved in its supply chain told Nikkei. This was even after Apple prioritized all the necessary components for the latest flagship smartphone -- the company's most important revenue source -- at the expense of other products such as iPads and older generations such as the iPhone 12 and iPhone SE.\nOver the same period, the reallocation of the shared components squeezed iPad assembly even more, leading to about 50% less production volume than planned, while the production forecast for older generations of iPhones also dropped around 25%, Nikkei heard from multiple sources. The situation for iPads and older iPhones was not much improved by November.\nApple was forced to scale back its total production goal for 2021, people briefed on the matter told Nikkei. At the beginning of December, the company was on course to make only about 83 million to 85 million units in the iPhone 13 range before the end of the year, falling short of the ambitious goal of up to 95 million units it had set to capture the first shopping season after Western economies reopened from COVID-19 lockdowns. Overall, despite reaccelerating production in November, Apple was still falling about 15 million units short of its aim to build 230 million iPhones in total this year, an ambitious goal set at the beginning of 2021, sources said.\nApple told suppliers to reaccelerate their production of the iPhone for November, December and January, after stumbling for the past few months, sources said. Communications in the past two days indicate it hopes to get more than 5 million units closer to its original goal than it expected at the beginning of December. \"Demand for the iPhone 13 range should be able to extend until January next year, as Apple does not want to waste the opportunity to take more ground from Huawei, while Samsung and Xiaomi are suffering from chips and component mismatches,\" said a source with direct knowledge of the conversations.","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":275,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":143744733,"gmtCreate":1625820631422,"gmtModify":1633936999415,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581753589389427","idStr":"3581753589389427"},"themes":[],"htmlText":"TSMC今天就看你的表现了 加油![看涨]&nbsp;[强]&nbsp;","listText":"TSMC今天就看你的表现了 加油![看涨]&nbsp;[强]&nbsp;","text":"TSMC今天就看你的表现了 加油![看涨] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/143744733","repostId":"1116278502","repostType":2,"repost":{"id":"1116278502","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1625819152,"share":"https://www.laohu8.com/m/news/1116278502?lang=zh_CN&edition=full","pubTime":"2021-07-09 16:25","market":"us","language":"en","title":"TSMC shares gains in premarket trading,as Second-Quarter Revenue Jumps 20% on Chip Demand.<blockquote>台积电股价在盘前交易中上涨，第二季度营收因芯片需求增长20%。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1116278502","media":"Tiger Newspress","summary":"TSMC shares gains in premarket trading,as Second-Quarter Revenue Jumps 20% on Chip Demand.\n\nTaiwan S","content":"<p>TSMC&nbsp;shares gains&nbsp;in&nbsp;premarket&nbsp;trading,as&nbsp;Second-Quarter Revenue Jumps 20% on Chip Demand.</p><p><blockquote>台积电股价在盘前交易中上涨，第二季度营收因芯片需求增长20%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0f5c760eabc1c11f08d954cc0de41289\" tg-width=\"1286\" tg-height=\"614\"></p><p><blockquote></blockquote></p><p> Taiwan Semiconductor Manufacturing Co.reported a 20% jump in quarterly sales, as the company raced to meet demand for chips from the automotive and other industries.</p><p><blockquote>台积电公司报告称，由于该公司竞相满足汽车和其他行业对芯片的需求，季度销售额增长了20%。</blockquote></p><p> Sales for the quarter ended in June came in at NT$372.1 billion ($13.3 billion), in line with the average analyst estimate of NT$371.3 billion. Revenue for June was NT$148.5 billion, up 23% from a year ago.</p><p><blockquote>截至6月份的季度销售额为3,721亿新台币（合133亿美元），与分析师平均预期的3,713亿新台币一致。6月营收为新台币1485亿元，同比增长23%。</blockquote></p><p> “TSMC’s better pricing power on the back of the capacity tightness should largely offset the margin pressure it is seeing from the massive capex spending. Meanwhile, TSMC’s technology/productivity breakthrough in EUV should enlarge its technology gap with peers and insure a better cost structure for leading edge technology nodes,” Citi analysts Roland Shu and Grant Chi wrote in a recent note.</p><p><blockquote>“在产能紧张的背景下，台积电更好的定价能力应该会在很大程度上抵消其大规模资本支出带来的利润压力。与此同时，台积电在EUV方面的技术/生产力突破应该会扩大其与同行的技术差距，并确保更好的成本领先技术节点的结构，”花旗分析师Roland Shu和Grant Chi在最近的一份报告中写道。</blockquote></p><p> Earlier this week,Daimler AGandJaguar Land Roverwarned that sales will be furthercurtailedby the persistent chip shortage, with the latter saying deliveries in the second quarter will be 50% worse than initially thought.United Microelectronics Corp., a smaller rival to TSMC, said Wednesday that chip demand couldcontinueto outpace supply until 2023.</p><p><blockquote>本周早些时候，戴姆勒和捷豹路虎警告称，持续的芯片短缺将进一步削减销量，后者表示第二季度的交付量将比最初想象的差50%。台积电规模较小的竞争对手联华电子周三表示，芯片需求可能会持续超过供应，直到2023年。</blockquote></p><p></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>TSMC shares gains in premarket trading,as Second-Quarter Revenue Jumps 20% on Chip Demand.<blockquote>台积电股价在盘前交易中上涨，第二季度营收因芯片需求增长20%。</blockquote></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; }\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: 12.5px; color: #7E829C; margin: 0;}\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\">\nTSMC shares gains in premarket trading,as Second-Quarter Revenue Jumps 20% on Chip Demand.<blockquote>台积电股价在盘前交易中上涨，第二季度营收因芯片需求增长20%。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\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\">Tiger Newspress </p>\n<p class=\"h-time smaller\">2021-07-09 16:25</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>TSMC&nbsp;shares gains&nbsp;in&nbsp;premarket&nbsp;trading,as&nbsp;Second-Quarter Revenue Jumps 20% on Chip Demand.</p><p><blockquote>台积电股价在盘前交易中上涨，第二季度营收因芯片需求增长20%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/0f5c760eabc1c11f08d954cc0de41289\" tg-width=\"1286\" tg-height=\"614\"></p><p><blockquote></blockquote></p><p> Taiwan Semiconductor Manufacturing Co.reported a 20% jump in quarterly sales, as the company raced to meet demand for chips from the automotive and other industries.</p><p><blockquote>台积电公司报告称，由于该公司竞相满足汽车和其他行业对芯片的需求，季度销售额增长了20%。</blockquote></p><p> Sales for the quarter ended in June came in at NT$372.1 billion ($13.3 billion), in line with the average analyst estimate of NT$371.3 billion. Revenue for June was NT$148.5 billion, up 23% from a year ago.</p><p><blockquote>截至6月份的季度销售额为3,721亿新台币（合133亿美元），与分析师平均预期的3,713亿新台币一致。6月营收为新台币1485亿元，同比增长23%。</blockquote></p><p> “TSMC’s better pricing power on the back of the capacity tightness should largely offset the margin pressure it is seeing from the massive capex spending. Meanwhile, TSMC’s technology/productivity breakthrough in EUV should enlarge its technology gap with peers and insure a better cost structure for leading edge technology nodes,” Citi analysts Roland Shu and Grant Chi wrote in a recent note.</p><p><blockquote>“在产能紧张的背景下，台积电更好的定价能力应该会在很大程度上抵消其大规模资本支出带来的利润压力。与此同时，台积电在EUV方面的技术/生产力突破应该会扩大其与同行的技术差距，并确保更好的成本领先技术节点的结构，”花旗分析师Roland Shu和Grant Chi在最近的一份报告中写道。</blockquote></p><p> Earlier this week,Daimler AGandJaguar Land Roverwarned that sales will be furthercurtailedby the persistent chip shortage, with the latter saying deliveries in the second quarter will be 50% worse than initially thought.United Microelectronics Corp., a smaller rival to TSMC, said Wednesday that chip demand couldcontinueto outpace supply until 2023.</p><p><blockquote>本周早些时候，戴姆勒和捷豹路虎警告称，持续的芯片短缺将进一步削减销量，后者表示第二季度的交付量将比最初想象的差50%。台积电规模较小的竞争对手联华电子周三表示，芯片需求可能会持续超过供应，直到2023年。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116278502","content_text":"TSMC shares gains in premarket trading,as Second-Quarter Revenue Jumps 20% on Chip Demand.\n\nTaiwan Semiconductor Manufacturing Co.reported a 20% jump in quarterly sales, as the company raced to meet demand for chips from the automotive and other industries.\nSales for the quarter ended in June came in at NT$372.1 billion ($13.3 billion), in line with the average analyst estimate of NT$371.3 billion. Revenue for June was NT$148.5 billion, up 23% from a year ago.\n“TSMC’s better pricing power on the back of the capacity tightness should largely offset the margin pressure it is seeing from the massive capex spending. Meanwhile, TSMC’s technology/productivity breakthrough in EUV should enlarge its technology gap with peers and insure a better cost structure for leading edge technology nodes,” Citi analysts Roland Shu and Grant Chi wrote in a recent note.\nEarlier this week,Daimler AGandJaguar Land Roverwarned that sales will be furthercurtailedby the persistent chip shortage, with the latter saying deliveries in the second quarter will be 50% worse than initially thought.United Microelectronics Corp., a smaller rival to TSMC, said Wednesday that chip demand couldcontinueto outpace supply until 2023.","news_type":1,"symbols_score_info":{"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604659739,"gmtCreate":1639391322141,"gmtModify":1639391540562,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581753589389427","idStr":"3581753589389427"},"themes":[],"htmlText":"Cybertruck!!![财迷]&nbsp;[看涨]&nbsp;","listText":"Cybertruck!!![财迷]&nbsp;[看涨]&nbsp;","text":"Cybertruck!!![财迷] [看涨]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604659739","repostId":"2191602753","repostType":2,"isVote":1,"tweetType":1,"viewCount":521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":112499538,"gmtCreate":1622897432324,"gmtModify":1634097008315,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581753589389427","idStr":"3581753589389427"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>💪TSM","listText":"<a href=\"https://laohu8.com/S/TSM\">$Taiwan Semiconductor Manufacturing(TSM)$</a>💪TSM","text":"$Taiwan Semiconductor Manufacturing(TSM)$💪TSM","images":[{"img":"https://static.tigerbbs.com/233a0254958f37a644ec6350036508fa","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/112499538","isVote":1,"tweetType":1,"viewCount":875,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":607306863,"gmtCreate":1639484280956,"gmtModify":1639484280956,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581753589389427","idStr":"3581753589389427"},"themes":[],"htmlText":"Pfizer U r the hope.&nbsp;","listText":"Pfizer U r the hope.&nbsp;","text":"Pfizer U r the hope.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/607306863","repostId":"2191937233","repostType":2,"isVote":1,"tweetType":1,"viewCount":1152,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":801063745,"gmtCreate":1627474172087,"gmtModify":1631884439907,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581753589389427","idStr":"3581753589389427"},"themes":[],"htmlText":"哇 转亏为盈 加油 波音[看涨]&nbsp;[强]&nbsp;","listText":"哇 转亏为盈 加油 波音[看涨]&nbsp;[强]&nbsp;","text":"哇 转亏为盈 加油 波音[看涨] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/801063745","repostId":"1157782795","repostType":2,"repost":{"id":"1157782795","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":1627471843,"share":"https://www.laohu8.com/m/news/1157782795?lang=zh_CN&edition=full","pubTime":"2021-07-28 19:30","market":"us","language":"zh","title":"波音第二季度营收170亿美元，净利润5.67亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1157782795","media":"老虎资讯综合","summary":"7月28日盘前，波音发布2021年第二季度业绩。财报显示，第二季度营收170亿美元，市场预期166.83亿美元，去年同期118.07亿美元；第二季度净利润5.67亿美元，市场预期净亏损1.51亿美元，","content":"<p>7月28日盘前，<a href=\"https://laohu8.com/S/BA\">波音</a>发布2021年第二季度业绩。财报显示，第二季度营收170亿美元，市场预期166.83亿美元，去年同期118.07亿美元；第二季度净利润5.67亿美元，市场预期净亏损1.51亿美元，去年同期净亏损23.95亿美元；第二季度每股盈利1美元，市场预期亏损0.25美元，去年同期亏损4.2美元。</p>\n<p><img src=\"https://static.tigerbbs.com/fbbf24b77cc1f7dded9a91a5b259e762\" tg-width=\"1438\" tg-height=\"609\" referrerpolicy=\"no-referrer\"></p>\n<p>波音：商业市场环境在不断改善；737机型以大约16个月的速度生产；将在2022年把737 Max的产量提高至31架/月；计划将员工数量维持在14万人左右；预计第一批波音777X飞机将在2023年底交付。</p>\n<p>公布财报后，波音盘前涨超3%。</p>\n<p><img src=\"https://static.tigerbbs.com/25380ef29bdcf194b60b14e5d71a5e04\" tg-width=\"898\" tg-height=\"894\" referrerpolicy=\"no-referrer\"></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\" 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19:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>7月28日盘前，<a href=\"https://laohu8.com/S/BA\">波音</a>发布2021年第二季度业绩。财报显示，第二季度营收170亿美元，市场预期166.83亿美元，去年同期118.07亿美元；第二季度净利润5.67亿美元，市场预期净亏损1.51亿美元，去年同期净亏损23.95亿美元；第二季度每股盈利1美元，市场预期亏损0.25美元，去年同期亏损4.2美元。</p>\n<p><img src=\"https://static.tigerbbs.com/fbbf24b77cc1f7dded9a91a5b259e762\" tg-width=\"1438\" tg-height=\"609\" referrerpolicy=\"no-referrer\"></p>\n<p>波音：商业市场环境在不断改善；737机型以大约16个月的速度生产；将在2022年把737 Max的产量提高至31架/月；计划将员工数量维持在14万人左右；预计第一批波音777X飞机将在2023年底交付。</p>\n<p>公布财报后，波音盘前涨超3%。</p>\n<p><img src=\"https://static.tigerbbs.com/25380ef29bdcf194b60b14e5d71a5e04\" tg-width=\"898\" tg-height=\"894\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/02346726093e06d899a1879905b1c340","relate_stocks":{"BA":"波音"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157782795","content_text":"7月28日盘前，波音发布2021年第二季度业绩。财报显示，第二季度营收170亿美元，市场预期166.83亿美元，去年同期118.07亿美元；第二季度净利润5.67亿美元，市场预期净亏损1.51亿美元，去年同期净亏损23.95亿美元；第二季度每股盈利1美元，市场预期亏损0.25美元，去年同期亏损4.2美元。\n\n波音：商业市场环境在不断改善；737机型以大约16个月的速度生产；将在2022年把737 Max的产量提高至31架/月；计划将员工数量维持在14万人左右；预计第一批波音777X飞机将在2023年底交付。\n公布财报后，波音盘前涨超3%。","news_type":1,"symbols_score_info":{"BA":0.9}},"isVote":1,"tweetType":1,"viewCount":810,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":125592839,"gmtCreate":1624679024021,"gmtModify":1633949673138,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581753589389427","idStr":"3581753589389427"},"themes":[],"htmlText":"有智慧的人","listText":"有智慧的人","text":"有智慧的人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/125592839","repostId":"1169261469","repostType":2,"isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":693819028,"gmtCreate":1639998761381,"gmtModify":1639998800519,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581753589389427","idStr":"3581753589389427"},"themes":[],"htmlText":"[晕]&nbsp;[晕]&nbsp;[晕]&nbsp;","listText":"[晕]&nbsp;[晕]&nbsp;[晕]&nbsp;","text":"[晕] [晕] [晕]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/693819028","repostId":"1153096566","repostType":4,"isVote":1,"tweetType":1,"viewCount":348,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":690897844,"gmtCreate":1639652626035,"gmtModify":1639652627904,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581753589389427","idStr":"3581753589389427"},"themes":[],"htmlText":"Visa[财迷]&nbsp;[看涨]&nbsp;[强]&nbsp;","listText":"Visa[财迷]&nbsp;[看涨]&nbsp;[强]&nbsp;","text":"Visa[财迷] [看涨] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/690897844","repostId":"2191912396","repostType":2,"repost":{"id":"2191912396","kind":"highlight","weMediaInfo":{"introduction":"凤凰网港股","home_visible":1,"media_name":"凤凰网港股","id":"1039806269","head_image":"https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817"},"pubTimestamp":1639647597,"share":"https://www.laohu8.com/m/news/2191912396?lang=zh_CN&edition=full","pubTime":"2021-12-16 17:39","market":"us","language":"zh","title":"Visa(V)调查:支付卡在香港的使用率达93%","url":"https://stock-news.laohu8.com/highlight/detail?id=2191912396","media":"凤凰网港股","summary":"凤凰网港股|据Visa(V)调查显示,由于香港消费者日益倾向采用电子支付,近70%受访者曾于2021年尝试无现金支付。自疫情以来,现金支付在开支中已有下跌趋势,并且随著无现金支付越来越盛行,现金交易将日渐式微。Visa针对香港、澳门消费者的偏好及新兴趋势进行了调查,显示在无现金支付的使用率方面,这两个市场的成熟水平有所不同。香港支付卡(信用卡/扣账卡)为最常用的支付方式,使用率分别高达93%。","content":"<html><body><p>凤凰网港股|据<a href=\"https://laohu8.com/S/V\">Visa</a>(V)调查显示,由于香港消费者日益倾向采用电子支付,近70%受访者曾于2021年尝试无现金支付。自疫情以来,现金支付在开支中已有下跌趋势,并且随著无现金支付越来越盛行,现金交易将日渐式微。</p><p>Visa针对香港、澳门消费者的偏好及新兴趋势进行了调查,显示在无现金支付的使用率方面,这两个市场的成熟水平有所不同。香港支付卡(信用卡/扣账卡)为最常用的支付方式,使用率分别高达93%。</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>Visa(V)调查:支付卡在香港的使用率达93%</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; }\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\">\nVisa(V)调查:支付卡在香港的使用率达93%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1039806269\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/b6fb647077f1ce46dc341fc35c26e817);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">凤凰网港股 </p>\n<p class=\"h-time\">2021-12-16 17:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>凤凰网港股|据<a href=\"https://laohu8.com/S/V\">Visa</a>(V)调查显示,由于香港消费者日益倾向采用电子支付,近70%受访者曾于2021年尝试无现金支付。自疫情以来,现金支付在开支中已有下跌趋势,并且随著无现金支付越来越盛行,现金交易将日渐式微。</p><p>Visa针对香港、澳门消费者的偏好及新兴趋势进行了调查,显示在无现金支付的使用率方面,这两个市场的成熟水平有所不同。香港支付卡(信用卡/扣账卡)为最常用的支付方式,使用率分别高达93%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0ab00f49d2515ea77cf502014070887d","relate_stocks":{"BK4535":"淡马锡持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4527":"明星科技股","BK4559":"巴菲特持仓","V":"Visa","BK4534":"瑞士信贷持仓","BK4106":"数据处理与外包服务"},"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=e9051e0163b66935af5fd810997de638","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2191912396","content_text":"凤凰网港股|据Visa(V)调查显示,由于香港消费者日益倾向采用电子支付,近70%受访者曾于2021年尝试无现金支付。自疫情以来,现金支付在开支中已有下跌趋势,并且随著无现金支付越来越盛行,现金交易将日渐式微。Visa针对香港、澳门消费者的偏好及新兴趋势进行了调查,显示在无现金支付的使用率方面,这两个市场的成熟水平有所不同。香港支付卡(信用卡/扣账卡)为最常用的支付方式,使用率分别高达93%。","news_type":1,"symbols_score_info":{"V":1}},"isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601486901,"gmtCreate":1638547297451,"gmtModify":1638547297563,"author":{"id":"3581753589389427","authorId":"3581753589389427","name":"Kokkeng1119","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581753589389427","idStr":"3581753589389427"},"themes":[],"htmlText":"SE n Grab[疑问]&nbsp;","listText":"SE n Grab[疑问]&nbsp;","text":"SE n Grab[疑问]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601486901","repostId":"1135581145","repostType":2,"repost":{"id":"1135581145","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1638544438,"share":"https://www.laohu8.com/m/news/1135581145?lang=zh_CN&edition=full","pubTime":"2021-12-03 23:13","market":"us","language":"en","title":"Sea Ltd stock dropped 6% while Grab rallied nearly 3%<blockquote>Sea Ltd股价下跌6%，Grab上涨近3%</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1135581145","media":"Tiger Newspress","summary":"Sea Ltd stock dropped 6% while Grab rallied nearly 3% in morning trading.","content":"<p>Sea Ltd stock dropped 6% while Grab rallied nearly 3% in morning trading.</p><p><blockquote>Sea Ltd股价在早盘交易中下跌6%，而Grab则上涨近3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3f6e1cc599c71ab4b3f021f3f08854e7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ad938b19362172c4e42e41557bb259b3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></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>Sea Ltd stock dropped 6% while Grab rallied nearly 3%<blockquote>Sea Ltd股价下跌6%，Grab上涨近3%</blockquote></title>\n<style 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23:13</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Sea Ltd stock dropped 6% while Grab rallied nearly 3% in morning trading.</p><p><blockquote>Sea Ltd股价在早盘交易中下跌6%，而Grab则上涨近3%。</blockquote></p><p> <img src=\"https://static.tigerbbs.com/3f6e1cc599c71ab4b3f021f3f08854e7\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/ad938b19362172c4e42e41557bb259b3\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p><blockquote></blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GRAB":"Grab Holdings","SE":"Sea Ltd"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135581145","content_text":"Sea Ltd stock dropped 6% while Grab rallied nearly 3% in morning 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