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细水长流22
IP属地：浙江
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细水长流22
细水长流22
·
05-09
暴涨易暴跌
存储芯片股持续飙升：美光与闪迪的上涨动力何在
存储芯片制造商的股价周五继续走高，美光科技上涨约4%，闪迪上涨约5%。自4月底以来，这两只股票的累计涨幅均已超过25%，成为费城半导体指数中表现最亮眼的成分股。 本轮上涨的核心动力是存储芯片价格的持续攀升。 美光同时受益于DRAM和NAND价格上涨，以及其在HBM市场的领先地位。今年以来，美光累计上涨约45%，闪迪上市以来累计上涨约60%。存储芯片板块已成为半导体领域中表现最出色的子板块，但高波动性意味着投资者需要保持警惕。
存储芯片股持续飙升：美光与闪迪的上涨动力何在
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细水长流22
细水长流22
·
03-18
$南方两倍做多海力士(07709)$
太刺激了
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细水长流22
细水长流22
·
03-03
$美光科技(MU)$
清仓美光科技，台积电，大幅减仓谷歌，安心睡觉。
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细水长流22
细水长流22
·
02-26
$南方两倍做多海力士(07709)$
咋回事，持有这么多现金，涨幅没有2倍啊
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细水长流22
细水长流22
·
2024-05-13
难怪大涨一波
浙商证券：如何看待近期集运价格反直觉大涨？
集运运价反直觉大涨：红海冲突长期化、欧美需求边际好转、美线进入长协签订期，三大因素共同作用红海冲突有效提升集装箱船舶箱海里运力需求，根据Clarksons数据，预计2024年运力增长约9.0%，需求吨海里增长约9.2%，行业供需关系改善。
浙商证券：如何看待近期集运价格反直觉大涨？
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细水长流22
细水长流22
·
2023-08-17
再跌跌
瑞思迈盘中异动 快速下挫5.00%
北京时间2023年08月17日03时23分，瑞思迈股票出现波动，股价快速跳水5.00%。截至发稿，该股报173.73美元/股，成交量105.657万股，换手率0.72%，振幅5.13%。机构评级方面，在所有24家参与评级的机构中，75%的券商给予买入建议，25%的券商给予持有建议，无券商给予卖出建议。瑞思迈股票所在的医疗设备行业中，整体跌幅为1.50%。瑞思迈公司简介：瑞思迈是全球最大的呼吸护理设备公司之一，主要开发和供应用于治疗睡眠呼吸暂停的气流发生器、面罩和配件。
瑞思迈盘中异动 快速下挫5.00%
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细水长流22
细水长流22
·
2022-12-22
$上美股份(02145)$
牛逼没交易量
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细水长流22
细水长流22
·
2022-11-15
看来股神也是经常调动仓位，我还以为买了以后持有很多年
非常抱歉，此主贴已删除
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细水长流22
细水长流22
·
2022-09-21
$东阳光药(01558)$
9月15日，九州通宣布与宜昌东阳光长江药业股份有限公司（简称“东阳光药”）签署《战略合作框架协议》，将继续独家总代理“磷酸奥司他韦(可威)”3个单独规格在OTC渠道的销售，自2023年1月1日起合作3年，期内力争实现50亿元销售
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细水长流22
细水长流22
·
2021-06-29
$东阳光药(01558)$
未来出的要只要集采一中都是利好
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href=\"https://laohu8.com/S/AMD\">AMD</a></span><span></span>采用。分析师预计，HBM相关营收将从2025年的约20亿美元增长至2026年的约50亿美元。美光预计2026财年营收将达到创纪录的400亿美元以上，同比增长约30%。</p>\n<p> 闪迪的独立之路</p>\n<p> 闪迪于今年2月从<span><a href=\"https://laohu8.com/S/WDC\">西部数据</a></span><span></span>分拆独立，专注于NAND闪存和固态硬盘业务。独立后，公司可更灵活地调整产能和定价策略。闪迪刚刚发布的用于AI数据中心的SSD新品获得了多家服务器厂商的采购意向。</p>\n<p> 行业整合预期</p>\n<p> SK海力士近期表示，正在考虑扩大在中国的产能，而日本存储芯片制造商铠侠的IPO计划也引发了对行业进一步整合的猜测。分析师指出，存储芯片行业经过多年的价格战和整合，目前已经形成了<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、SK海力士、美光、闪迪和铠侠“五强”格局。任何进一步的整合都可能强化定价纪律。花旗最新报告将美光目标价从180美元上调至200美元，维持买入评级，认为存储芯片的涨价周期至少可持续至2026年底。</p>\n<p> 风险提示</p>\n<p> 不过，分析师也提醒，存储芯片行业历史上周期性极强，涨价周期往往伴随着随后的供应过剩和价格暴跌。投资者需要关注下半年消费电子需求能否消化当前的价格涨幅。周五尾盘，美光报165美元，闪迪报95美元。今年以来，美光累计上涨约45%，闪迪上市以来累计上涨约60%。费城半导体指数同期上涨约18%。存储芯片板块已成为半导体领域中表现最出色的子板块，但高波动性意味着投资者需要保持警惕。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：张俊 SF065</p>\n</div></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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href=https://finance.sina.com.cn/stock/usstock/c/2026-05-09/doc-inhxfnzx3940395.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>存储芯片制造商的股价周五继续走高，美光科技上涨约4%，闪迪上涨约5%。自4月底以来，这两只股票的累计涨幅均已超过25%，成为费城半导体指数中表现最亮眼的成分股。\n 供需失衡驱动价格上涨\n 本轮上涨的核心动力是存储芯片价格的持续攀升。自2月底伊朗战争爆发以来，DRAM和NAND闪存芯片的现货价格已分别上涨约25%和18%。导致供应紧张的原因包括：韩国厂商占全球存储芯片供应量的60%以上，中东冲突...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-05-09/doc-inhxfnzx3940395.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU0054578231.USD":"BGF SYSTEMATIC SUSTAINABLE GLOBAL SMALLCAP \"A2\" (USD) ACC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","BK4543":"AI","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) 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CLEARBRIDGE VALUE \"A\" (USD) INC","BK4575":"芯片概念","BK4566":"资本集团","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0109392836.USD":"富兰克林科技股A","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2048586759.USD":"ALLIANZ SMART ENERGY \"AT\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. 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ACC"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-05-09/doc-inhxfnzx3940395.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2634464837","content_text":"存储芯片制造商的股价周五继续走高，美光科技上涨约4%，闪迪上涨约5%。自4月底以来，这两只股票的累计涨幅均已超过25%，成为费城半导体指数中表现最亮眼的成分股。\n 供需失衡驱动价格上涨\n 本轮上涨的核心动力是存储芯片价格的持续攀升。自2月底伊朗战争爆发以来，DRAM和NAND闪存芯片的现货价格已分别上涨约25%和18%。导致供应紧张的原因包括：韩国厂商占全球存储芯片供应量的60%以上，中东冲突导致的海运受阻和保险成本上升已影响出货；AI服务器对高带宽内存的需求正在消耗大量产能，挤压了传统PC和智能手机的内存供应；主要厂商在过去两年中削减了资本支出，导致当前产能无法快速响应需求增长。\n 美光的双引擎\n 美光同时受益于DRAM和NAND价格上涨，以及其在HBM市场的领先地位。美光的HBM3E产品已被英伟达和AMD采用。分析师预计，HBM相关营收将从2025年的约20亿美元增长至2026年的约50亿美元。美光预计2026财年营收将达到创纪录的400亿美元以上，同比增长约30%。\n 闪迪的独立之路\n 闪迪于今年2月从西部数据分拆独立，专注于NAND闪存和固态硬盘业务。独立后，公司可更灵活地调整产能和定价策略。闪迪刚刚发布的用于AI数据中心的SSD新品获得了多家服务器厂商的采购意向。\n 行业整合预期\n SK海力士近期表示，正在考虑扩大在中国的产能，而日本存储芯片制造商铠侠的IPO计划也引发了对行业进一步整合的猜测。分析师指出，存储芯片行业经过多年的价格战和整合，目前已经形成了三星、SK海力士、美光、闪迪和铠侠“五强”格局。任何进一步的整合都可能强化定价纪律。花旗最新报告将美光目标价从180美元上调至200美元，维持买入评级，认为存储芯片的涨价周期至少可持续至2026年底。\n 风险提示\n 不过，分析师也提醒，存储芯片行业历史上周期性极强，涨价周期往往伴随着随后的供应过剩和价格暴跌。投资者需要关注下半年消费电子需求能否消化当前的价格涨幅。周五尾盘，美光报165美元，闪迪报95美元。今年以来，美光累计上涨约45%，闪迪上市以来累计上涨约60%。费城半导体指数同期上涨约18%。存储芯片板块已成为半导体领域中表现最出色的子板块，但高波动性意味着投资者需要保持警惕。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 SF065","news_type":1,"symbols_score_info":{"MU":1.95,"SNDK":1.91,"MULL":0.6,"SNXX":0.6,"MUD":0.6,"MUU":0.6}},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":543903333405632,"gmtCreate":1773814398222,"gmtModify":1773814399941,"author":{"id":"3561014892613672","authorId":"3561014892613672","name":"细水长流22","avatar":"https://static.tigerbbs.com/c912634f27d82980617fa2307be42b44","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561014892613672","idStr":"3561014892613672"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$ </a> 太刺激了","listText":"<a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$ </a> 太刺激了","text":"$南方两倍做多海力士(07709)$ 太刺激了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/543903333405632","isVote":1,"tweetType":1,"viewCount":492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":538681560127064,"gmtCreate":1772535018028,"gmtModify":1772543113837,"author":{"id":"3561014892613672","authorId":"3561014892613672","name":"细水长流22","avatar":"https://static.tigerbbs.com/c912634f27d82980617fa2307be42b44","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561014892613672","idStr":"3561014892613672"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a> 清仓美光科技，台积电，大幅减仓谷歌，安心睡觉。","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a> 清仓美光科技，台积电，大幅减仓谷歌，安心睡觉。","text":"$美光科技(MU)$ 清仓美光科技，台积电，大幅减仓谷歌，安心睡觉。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/538681560127064","isVote":1,"tweetType":1,"viewCount":588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":536828997645880,"gmtCreate":1772082731126,"gmtModify":1772082732818,"author":{"id":"3561014892613672","authorId":"3561014892613672","name":"细水长流22","avatar":"https://static.tigerbbs.com/c912634f27d82980617fa2307be42b44","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561014892613672","idStr":"3561014892613672"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$ </a> 咋回事，持有这么多现金，涨幅没有2倍啊","listText":"<a href=\"https://laohu8.com/S/07709\">$南方两倍做多海力士(07709)$ </a> 咋回事，持有这么多现金，涨幅没有2倍啊","text":"$南方两倍做多海力士(07709)$ 咋回事，持有这么多现金，涨幅没有2倍啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/536828997645880","isVote":1,"tweetType":1,"viewCount":693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305338037379232,"gmtCreate":1715579931553,"gmtModify":1715579933529,"author":{"id":"3561014892613672","authorId":"3561014892613672","name":"细水长流22","avatar":"https://static.tigerbbs.com/c912634f27d82980617fa2307be42b44","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561014892613672","idStr":"3561014892613672"},"themes":[],"title":"","htmlText":"难怪大涨一波","listText":"难怪大涨一波","text":"难怪大涨一波","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/305338037379232","repostId":"2435439743","repostType":2,"repost":{"id":"2435439743","kind":"news","pubTimestamp":1715572037,"share":"https://www.laohu8.com/m/news/2435439743?lang=zh_CN&edition=full","pubTime":"2024-05-13 11:47","market":"sh","language":"zh","title":"浙商证券：如何看待近期集运价格反直觉大涨？","url":"https://stock-news.laohu8.com/highlight/detail?id=2435439743","media":"智通财经","summary":"集运运价反直觉大涨：红海冲突长期化、欧美需求边际好转、美线进入长协签订期，三大因素共同作用红海冲突有效提升集装箱船舶箱海里运力需求，根据Clarksons数据，预计2024年运力增长约9.0%，需求吨海里增长约9.2%，行业供需关系改善。","content":"<html><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/601878\">浙商证券</a>发布研报称，近期，船公司涨价情绪受多方面因素支撑：<strong>红海冲突长期化导致供应链紧张，</strong>一方面，船舶绕行导致运距增长，有效提升箱海里运力需求，消化现有运力，另一方面，船舶周转效率下降导致港口集装箱周转紧张，进一步加剧供应链紧张情绪。<strong>需求端边际向好，</strong>一方面，欧美宏观经济数据边际好转，另一方面，受绕行导致运输时间拉长影响，叠加对旺季运价上涨的预期，货主提前备货。此外，美线进入长协签约关键时期，船公司具有涨价动力。</p><p><strong>相关标的：</strong>随供需关系改善，集运板块盈利或逐步修复，建议关注<a href=\"https://laohu8.com/S/601919\">中远海控</a>(601919.SH,01919)，<a href=\"https://laohu8.com/S/01308\">海丰国际</a>(01308)，<a href=\"https://laohu8.com/S/00316\">东方海外国际</a>(00316)，<a href=\"https://laohu8.com/S/603565\">中谷物流</a>(603565.SH)等。</p><p><span>浙商证券主要观点如下：</span></p><p><strong>集装箱船舶进入集中交付期，但远东-欧洲主力船型17000+TEU交付增量有限</strong></p><p>集装箱船舶存量市场供给情况： 2022年以来，集装箱船舶订单量快速增长，截至2024年4月，全球存量集装箱船舶约6239艘，总运力约2854.9万TEU，在手订单船舶约749艘，总运力约634.7万TEU，订单运力占比约22%。</p><p>订单运力预期交付情况：2023年以来，集装箱船舶陆续交付，根据Clarksons数据，预计2024年至2027年交付运力分别占现有运力的8.3%、6.8%、3.9%和2.6%，2024-2025年为订单运力集中交付期。分船型看，主干航线17000+TEU船型2024年交付运力占比约6.0%，交付运力相对有限。</p><p>高集中度格局及行业联盟形成挺价动力。外贸集装箱班轮公司具备较高的集中度，截至2024年5月10日，前十大集装箱班轮公司运力占比达84.2%，加上公司之间形成行业联盟合作，一方面在供需环境恶化背景下有助于通过停航控制运力等方式减缓恶性价格竞争，另一方面在供需关系好转背景下有望通过联合挺价实现更高运价水平。</p><p><strong>红海冲突后船舶绕行，航距增长约29%，仅远东-欧洲饶行就会拉动全球箱海里需求增长5.27%</strong></p><p>集装箱船舶大量绕行，且绕行长期化趋势显著。1月以来，集装箱船舶开始大规模绕行好望角，截至5月8日，7日平均抵达亚丁湾集装箱船舶约6艘，同比-67%，集装箱数量1.67万TEU，同比-92%;抵达好望角集装箱船舶约20艘，同比+262%，集装箱数量22.43万TEU，同比+446%。</p><p>根据Clarksons数据，若避开红海选择绕航，将大幅增加航线距离和航行天数，以远东至欧洲为例，绕航好望角，航行天数约36天，较途径苏伊士运河的航线时间增加约8天，航距增长约29%。根据我们测算，远东至欧洲航线绕行将带动全球箱海里运输需求增长5.27%。</p><p><strong>集运运价反直觉大涨：红海冲突长期化、欧美需求边际好转、美线进入长协签订期，三大因素共同作用</strong></p><p>红海冲突有效提升集装箱船舶箱海里运力需求，根据Clarksons数据，预计2024年运力增长约9.0%，需求吨海里增长约9.2%，行业供需关系改善。其中，主干航线17000+TEU船型2024年交付运力占比约6.0%，交付运力相对有限。根据Clarksons数据，预计2024年欧洲与远东之间贸易箱海里量增速为16%，欧线运力供给相对紧缺。</p><p>红海绕行带动运输箱海里需求提升，另一方面，高集中度背景下行业内挺价意愿较强，其次，欧线主力船型为17000TEU+船型，2024年交付运力占比约6.0%，新增运力供给有限。2024年集运运价大幅上涨，年初至今CCFI指数均值同比+20%，SCFI指数均值同比+100%。</p><p>5月以来，多家船公司披露涨价，月初达飞、赫伯罗特针对亚洲-北欧、亚洲-地中海及北非等航线上调运费，以达飞为例，亚洲-北欧航线新FAK标准为2700美元/TEU、5000美元/FEU，5月15日起生效，新标准涨幅为500美元/TEU、1000美元/FEU；近日多家班轮公司相继调整亚非航线旺季附加费。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE 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}\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浙商证券：如何看待近期集运价格反直觉大涨？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-13 11:47 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1120360.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，浙商证券发布研报称，近期，船公司涨价情绪受多方面因素支撑：红海冲突长期化导致供应链紧张，一方面，船舶绕行导致运距增长，有效提升箱海里运力需求，消化现有运力，另一方面，船舶周转效率下降导致港口集装箱周转紧张，进一步加剧供应链紧张情绪。需求端边际向好，一方面，欧美宏观经济数据边际好转，另一方面，受绕行导致运输时间拉长影响，叠加对旺季运价上涨的预期，货主提前备货。此外，美线进入长协...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1120360.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"601878":"浙商证券","BK1505":"一带一路","BK0276":"资本市场","BK1103":"海运","01308":"海丰国际","BK1541":"物流","IE00BYTNYN87.SGD":"PINEBRIDGE ASIA EX JAPAN SMALL CAP EQUITY \"A5\" (SGD) ACC","01919":"中远海控","SG9999011746.SGD":"PINEBRIDGE INTERNATIONAL FUNDS - ACORNS OF ASIA BA (SGD) ACC","00316":"东方海外国际","BK1535":"港口运输股","IE00B12V2V27.USD":"柏瑞亚洲小盘股A(除日本)","IE00BYQNZ168.SGD":"PINEBRIDGE ASIA EX JAPAN SMALL CAP EQUITY \"A5CP\" (SGD) ACC","SG9999001440.SGD":"United Global Dividend Equity Fund A SGD Dist"},"source_url":"http://www.zhitongcaijing.com/content/detail/1120360.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2435439743","content_text":"智通财经APP获悉，浙商证券发布研报称，近期，船公司涨价情绪受多方面因素支撑：红海冲突长期化导致供应链紧张，一方面，船舶绕行导致运距增长，有效提升箱海里运力需求，消化现有运力，另一方面，船舶周转效率下降导致港口集装箱周转紧张，进一步加剧供应链紧张情绪。需求端边际向好，一方面，欧美宏观经济数据边际好转，另一方面，受绕行导致运输时间拉长影响，叠加对旺季运价上涨的预期，货主提前备货。此外，美线进入长协签约关键时期，船公司具有涨价动力。相关标的：随供需关系改善，集运板块盈利或逐步修复，建议关注中远海控(601919.SH,01919)，海丰国际(01308)，东方海外国际(00316)，中谷物流(603565.SH)等。浙商证券主要观点如下：集装箱船舶进入集中交付期，但远东-欧洲主力船型17000+TEU交付增量有限集装箱船舶存量市场供给情况： 2022年以来，集装箱船舶订单量快速增长，截至2024年4月，全球存量集装箱船舶约6239艘，总运力约2854.9万TEU，在手订单船舶约749艘，总运力约634.7万TEU，订单运力占比约22%。订单运力预期交付情况：2023年以来，集装箱船舶陆续交付，根据Clarksons数据，预计2024年至2027年交付运力分别占现有运力的8.3%、6.8%、3.9%和2.6%，2024-2025年为订单运力集中交付期。分船型看，主干航线17000+TEU船型2024年交付运力占比约6.0%，交付运力相对有限。高集中度格局及行业联盟形成挺价动力。外贸集装箱班轮公司具备较高的集中度，截至2024年5月10日，前十大集装箱班轮公司运力占比达84.2%，加上公司之间形成行业联盟合作，一方面在供需环境恶化背景下有助于通过停航控制运力等方式减缓恶性价格竞争，另一方面在供需关系好转背景下有望通过联合挺价实现更高运价水平。红海冲突后船舶绕行，航距增长约29%，仅远东-欧洲饶行就会拉动全球箱海里需求增长5.27%集装箱船舶大量绕行，且绕行长期化趋势显著。1月以来，集装箱船舶开始大规模绕行好望角，截至5月8日，7日平均抵达亚丁湾集装箱船舶约6艘，同比-67%，集装箱数量1.67万TEU，同比-92%;抵达好望角集装箱船舶约20艘，同比+262%，集装箱数量22.43万TEU，同比+446%。根据Clarksons数据，若避开红海选择绕航，将大幅增加航线距离和航行天数，以远东至欧洲为例，绕航好望角，航行天数约36天，较途径苏伊士运河的航线时间增加约8天，航距增长约29%。根据我们测算，远东至欧洲航线绕行将带动全球箱海里运输需求增长5.27%。集运运价反直觉大涨：红海冲突长期化、欧美需求边际好转、美线进入长协签订期，三大因素共同作用红海冲突有效提升集装箱船舶箱海里运力需求，根据Clarksons数据，预计2024年运力增长约9.0%，需求吨海里增长约9.2%，行业供需关系改善。其中，主干航线17000+TEU船型2024年交付运力占比约6.0%，交付运力相对有限。根据Clarksons数据，预计2024年欧洲与远东之间贸易箱海里量增速为16%，欧线运力供给相对紧缺。红海绕行带动运输箱海里需求提升，另一方面，高集中度背景下行业内挺价意愿较强，其次，欧线主力船型为17000TEU+船型，2024年交付运力占比约6.0%，新增运力供给有限。2024年集运运价大幅上涨，年初至今CCFI指数均值同比+20%，SCFI指数均值同比+100%。5月以来，多家船公司披露涨价，月初达飞、赫伯罗特针对亚洲-北欧、亚洲-地中海及北非等航线上调运费，以达飞为例，亚洲-北欧航线新FAK标准为2700美元/TEU、5000美元/FEU，5月15日起生效，新标准涨幅为500美元/TEU、1000美元/FEU；近日多家班轮公司相继调整亚非航线旺季附加费。","news_type":1,"symbols_score_info":{"601878":1,"01308":0.9,"01919":0.9,"00316":0.9}},"isVote":1,"tweetType":1,"viewCount":3851,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":209802748453112,"gmtCreate":1692226979623,"gmtModify":1692226981112,"author":{"id":"3561014892613672","authorId":"3561014892613672","name":"细水长流22","avatar":"https://static.tigerbbs.com/c912634f27d82980617fa2307be42b44","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561014892613672","idStr":"3561014892613672"},"themes":[],"title":"","htmlText":"再跌跌","listText":"再跌跌","text":"再跌跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/209802748453112","repostId":"2360336272","repostType":2,"repost":{"id":"2360336272","kind":"news","pubTimestamp":1692213808,"share":"https://www.laohu8.com/m/news/2360336272?lang=zh_CN&edition=full","pubTime":"2023-08-17 03:23","market":"us","language":"zh","title":"瑞思迈盘中异动 快速下挫5.00%","url":"https://stock-news.laohu8.com/highlight/detail?id=2360336272","media":"自选股智能写手","summary":"北京时间2023年08月17日03时23分，瑞思迈股票出现波动，股价快速跳水5.00%。截至发稿，该股报173.73美元/股，成交量105.657万股，换手率0.72%，振幅5.13%。机构评级方面，在所有24家参与评级的机构中，75%的券商给予买入建议，25%的券商给予持有建议，无券商给予卖出建议。瑞思迈股票所在的医疗设备行业中，整体跌幅为1.50%。瑞思迈公司简介：瑞思迈是全球最大的呼吸护理设备公司之一，主要开发和供应用于治疗睡眠呼吸暂停的气流发生器、面罩和配件。","content":"<html><body><article><p>北京时间2023年08月17日03时23分，<a href=\"https://laohu8.com/S/RMD\">瑞思迈</a>（RMD.us）股票出现波动，股价快速跳水5.00%。截至发稿，该股报173.73美元/股，成交量105.657万股，<span>换手率</span>0.72%，振幅5.13%。</p><p>最近的财报数据显示，该股实现<span>营业收入</span>42.23亿美元，<span>净利润</span>8.98亿美元，<span>每股收益</span>6.12美元，<span>毛利</span>23.14亿美元，市盈率28.54倍。</p><p>机构评级方面，在所有24家参与评级的机构中，75%的券商给予买入建议，25%的券商给予持有建议，无券商给予卖出建议。</p><p>瑞思迈股票所在的医疗设备行业中，整体跌幅为1.50%。其相关个股中，<a href=\"https://laohu8.com/S/BNGOW\">Bionano Genomics Inc</a> C/Wts 21/08/2023(To Pur Com)、<a href=\"https://laohu8.com/S/GMVD\">G Medical Innovations</a> Hldgs Ltd C/Wts 29/06/2025 (To Pur Ord) (P/S)、Nexgel Inc C/Wts 01/12/2026 (To Pur Com)涨幅较大，<a href=\"https://laohu8.com/S/GMV.AU\">G Medical Innovations</a> Hldgs Ltd、<a href=\"https://laohu8.com/S/BNGO\">Bionano Genomics</a> Inc、AngioDynamics较为活跃，换手率分别为28.11%、2.93%、2.34%，振幅较大的相关个股有Bionano Genomics Inc C/Wts 21/08/2023(To Pur Com)、Nexgel Inc、G Medical Innovations Hldgs Ltd C/Wts 29/06/2025 (To Pur Ord) (P/S)，振幅分别为32.61%、22.86%、21.19%。</p><p>瑞思迈公司简介：瑞思迈是全球最大的呼吸护理设备公司之一，主要开发和供应用于治疗睡眠呼吸暂停的气流发生器、面罩和配件。 越来越多的睡眠呼吸暂停诊断加上人口老龄化和肥胖症的流行，导致市场结构性增长。 该公司大约三分之二的收入来自美洲，其余收入来自欧洲、日本和澳大利亚主导的其他地区。 最近的发展和收购都集中在数字健康上，因为瑞思迈的目标是通过提供临床数据供院外环境中的患者、医疗保健顾问和付款人使用来实现差异化。</p><p>（以上内容为自选股<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>机器写手Money Call完成，仅作为用户看盘参考，不作为交易依据。）</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=nesSN2023081703232883831102&s=b><strong>自选股智能写手</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间2023年08月17日03时23分，瑞思迈（RMD.us）股票出现波动，股价快速跳水5.00%。截至发稿，该股报173.73美元/股，成交量105.657万股，换手率0.72%，振幅5.13%。最近的财报数据显示，该股实现营业收入42.23亿美元，净利润8.98亿美元，每股收益6.12美元，毛利23.14亿美元，市盈率28.54倍。机构评级方面，在所有24家参与评级的机构中，75%的券商...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023081703232883831102&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","BK4567":"ESG概念","BK4585":"ETF&股票定投概念","BK4548":"巴美列捷福持仓","BK4082":"医疗保健设备","RMD":"瑞思迈","BK4504":"桥水持仓"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2023081703232883831102&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2360336272","content_text":"北京时间2023年08月17日03时23分，瑞思迈（RMD.us）股票出现波动，股价快速跳水5.00%。截至发稿，该股报173.73美元/股，成交量105.657万股，换手率0.72%，振幅5.13%。最近的财报数据显示，该股实现营业收入42.23亿美元，净利润8.98亿美元，每股收益6.12美元，毛利23.14亿美元，市盈率28.54倍。机构评级方面，在所有24家参与评级的机构中，75%的券商给予买入建议，25%的券商给予持有建议，无券商给予卖出建议。瑞思迈股票所在的医疗设备行业中，整体跌幅为1.50%。其相关个股中，Bionano Genomics Inc C/Wts 21/08/2023(To Pur Com)、G Medical Innovations Hldgs Ltd C/Wts 29/06/2025 (To Pur Ord) (P/S)、Nexgel Inc C/Wts 01/12/2026 (To Pur Com)涨幅较大，G Medical Innovations Hldgs Ltd、Bionano Genomics Inc、AngioDynamics较为活跃，换手率分别为28.11%、2.93%、2.34%，振幅较大的相关个股有Bionano Genomics Inc C/Wts 21/08/2023(To Pur Com)、Nexgel Inc、G Medical Innovations Hldgs Ltd C/Wts 29/06/2025 (To Pur Ord) (P/S)，振幅分别为32.61%、22.86%、21.19%。瑞思迈公司简介：瑞思迈是全球最大的呼吸护理设备公司之一，主要开发和供应用于治疗睡眠呼吸暂停的气流发生器、面罩和配件。 越来越多的睡眠呼吸暂停诊断加上人口老龄化和肥胖症的流行，导致市场结构性增长。 该公司大约三分之二的收入来自美洲，其余收入来自欧洲、日本和澳大利亚主导的其他地区。 最近的发展和收购都集中在数字健康上，因为瑞思迈的目标是通过提供临床数据供院外环境中的患者、医疗保健顾问和付款人使用来实现差异化。（以上内容为自选股智能机器写手Money Call完成，仅作为用户看盘参考，不作为交易依据。）","news_type":1,"symbols_score_info":{"RMD":1}},"isVote":1,"tweetType":1,"viewCount":5802,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623711310,"gmtCreate":1671676627331,"gmtModify":1671678427211,"author":{"id":"3561014892613672","authorId":"3561014892613672","name":"细水长流22","avatar":"https://static.tigerbbs.com/c912634f27d82980617fa2307be42b44","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3561014892613672","idStr":"3561014892613672"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02145\">$上美股份(02145)$ </a>牛逼没交易量","listText":"<a href=\"https://laohu8.com/S/02145\">$上美股份(02145)$ </a>牛逼没交易量","text":"$上美股份(02145)$ 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