JYeo personal page - To The Moon

JYeo

JYeo

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$SEALSQ Corp(LAES)$

2025-10-10

2024-03-02

$LION-PHILLIP S-REIT(CLR.SI)$

2023-12-15

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2023-11-04

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2023-11-03

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2023-11-02

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2023-04-10

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@JC888:April 2nd Week. OIL - Goto Stock Still ? Which To Consider?

2023-04-03

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@老虎研報:維持中芯國際(0981.HK)" 買入"評級, 目標價HKD22.00-24.00

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&nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/CLR.SI\">$LION-PHILLIP S-REIT(CLR.SI)$ &nbsp;</a>","text":"$LION-PHILLIP S-REIT(CLR.SI)$","images":[{"img":"https://community-static.tradeup.com/news/8570fab48192e634bde3951f938908cf","width":"894","height":"1508"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/237308832612560","isVote":1,"tweetType":1,"viewCount":4056,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":237100539334776,"gmtCreate":1698921427493,"gmtModify":1698921430272,"author":{"id":"3559873449083244","authorId":"3559873449083244","name":"JYeo","avatar":"https://community-static.tradeup.com/news/b34f42bf922fc093f4726b527c8c414a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559873449083244","authorIdStr":"3559873449083244"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CFA.SI\">$NikkoAM-STC Asia REIT(CFA.SI)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/CFA.SI\">$NikkoAM-STC Asia REIT(CFA.SI)$ &nbsp;</a>","text":"$NikkoAM-STC Asia REIT(CFA.SI)$","images":[{"img":"https://community-static.tradeup.com/news/21d17028cda3e7d8a6eef38cbffc2ddc","width":"894","height":"1508"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/237100539334776","isVote":1,"tweetType":1,"viewCount":2619,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9942972909,"gmtCreate":1681124599301,"gmtModify":1681124601198,"author":{"id":"3559873449083244","authorId":"3559873449083244","name":"JYeo","avatar":"https://community-static.tradeup.com/news/b34f42bf922fc093f4726b527c8c414a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559873449083244","authorIdStr":"3559873449083244"},"themes":[],"htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942972909","repostId":"9942971204","repostType":1,"repost":{"id":9942971204,"gmtCreate":1681123616509,"gmtModify":1681123715757,"author":{"id":"3570103090255456","authorId":"3570103090255456","name":"JC888","avatar":"https://community-static.tradeup.com/news/1f15eae4f682dc4cb91bfca455452752","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3570103090255456","authorIdStr":"3570103090255456"},"themes":[],"title":"April 2nd Week.  OIL - Goto Stock Still ? Which To Consider?","htmlText":"It was 8 days ago, on a lazy Sun, 02 Apr that the OPEC+ cartel made a surprise worldwide announcement. All members have “volunteer” to cutback that their output production respectively. The accumulated effect would be an effective reduction of 1.18 million bpd daily, in a bid to keep oil prices “stable”. The “self-imposed” action will commence from May 2023 onwards until end 2023 (for now). When my post was published on Mon, 03 Apr evening (<a href=\"https://ttm.financial/post/9941419140\" target=\"_blank\">click here to read it ! </a>) I had my eyes set on Energy / Oil stocks. For a moment, I thought I have missed the boat because oil price surged to $81.18 per barrel on Mon morning. Fortunately, as luck would have it, official data / reports that came trickling in throughout the week serve","listText":"It was 8 days ago, on a lazy Sun, 02 Apr that the OPEC+ cartel made a surprise worldwide announcement. All members have “volunteer” to cutback that their output production respectively. The accumulated effect would be an effective reduction of 1.18 million bpd daily, in a bid to keep oil prices “stable”. The “self-imposed” action will commence from May 2023 onwards until end 2023 (for now). When my post was published on Mon, 03 Apr evening (<a href=\"https://ttm.financial/post/9941419140\" target=\"_blank\">click here to read it ! </a>) I had my eyes set on Energy / Oil stocks. For a moment, I thought I have missed the boat because oil price surged to $81.18 per barrel on Mon morning. Fortunately, as luck would have it, official data / reports that came trickling in throughout the week serve","text":"It was 8 days ago, on a lazy Sun, 02 Apr that the OPEC+ cartel made a surprise worldwide announcement. All members have “volunteer” to cutback that their output production respectively. The accumulated effect would be an effective reduction of 1.18 million bpd daily, in a bid to keep oil prices “stable”. The “self-imposed” action will commence from May 2023 onwards until end 2023 (for now). When my post was published on Mon, 03 Apr evening (click here to read it ! ) I had my eyes set on Energy / Oil stocks. For a moment, I thought I have missed the boat because oil price surged to $81.18 per barrel on Mon morning. Fortunately, as luck would have it, official data / reports that came trickling in throughout the week serve","images":[{"img":"https://community-static.tradeup.com/news/f10f947849e3abf49a9e3063da41fce9","width":"1809","height":"51"},{"img":"https://community-static.tradeup.com/news/2812a1814677112eff9788d7edb961a8","width":"1405","height":"1171"},{"img":"https://community-static.tradeup.com/news/ef44cc277194f19b7652d6948bb4a02c","width":"996","height":"256"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9942971204","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":9,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2521,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9941494200,"gmtCreate":1680514944900,"gmtModify":1680514948339,"author":{"id":"3559873449083244","authorId":"3559873449083244","name":"JYeo","avatar":"https://community-static.tradeup.com/news/b34f42bf922fc093f4726b527c8c414a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559873449083244","authorIdStr":"3559873449083244"},"themes":[],"htmlText":"k","listText":"k","text":"k","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941494200","repostId":"9941495640","repostType":1,"repost":{"id":9941495640,"gmtCreate":1680514515380,"gmtModify":1680514711908,"author":{"id":"4134820894118042","authorId":"4134820894118042","name":"老虎研報","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4134820894118042","authorIdStr":"4134820894118042"},"themes":[],"title":"維持中芯國際(0981.HK)\" 買入\"評級, 目標價HKD22.00-24.00","htmlText":"分析員: 雷兆康 (ALY654), 交易部經理中國主力成熟晶片製程近年來，中國在半導體產業的發展速度迅猛，計劃在未來四年內建設31家大型半導體工廠，這一速度超過了同期的臺灣和美國。中國的晶片產能擴張，有望成為全球晶片供應的主要力量，並有可能讓其他國家依賴中國提供基本晶片。諮詢機構 International Business Strategies Inc. 研究指出，中國的28奈米產能在全球佔比僅為15%，但到2025年將成長至40%，顯示出中國在成熟製程的發展方面的潛力。這一趨勢為中國帶來了巨大的商機，未來市場對28奈米製程的需求有望達到281億美元。中國希望在晶片產業中減少對外國進口的依賴，並力爭到2026年本國半導體廠商能生產超過三分之二晶片。目前中國仍主要生產成熟製程晶片，但生產技術正循幾何式提升。而自產手機、電能車、雲端技術、機械人、人工智能、物聯網等高速發展的行業，將使未來數年晶片的需求保持強勁。國產替代提速，政策大力支持中國近年基於發展和戰略上的考慮，把建立半導體生產強國定為目標。由職前教育培訓，到對業內公司進行補貼和扶助，國家成了中國半導體發展的強大後盾。根據報道指出，政府放寬了半導體公司補貼的條件，讓相關企業在不需要實現以往績效的情況下，亦有機會獲得額外的政府資金，受惠企業包括中芯國際、華為、華虹半導體等。據知情人士透露，政府將無上限資金補貼相關半導體公司，以促進本地化生產和升級晶片設備，可能不用負擔折舊等費用，大幅降低生產成本，旨在克服美國對中國晶片的限制。同時，中國政府近期組建了中共中央科學委員會，並重新組建科學技術部，顯見在未來政府單位與晶片公司在研發技術方面將更密切合作。中芯國際作在為中國業內龍頭，同時肩負國家任務和民族自強的使命，將充分受益於國產替代的長期增長機遇。美國對中國的晶片業圍堵政策，傷害外國公司利益在2022年10月，美國宣佈一系列新","listText":"分析員: 雷兆康 (ALY654), 交易部經理中國主力成熟晶片製程近年來，中國在半導體產業的發展速度迅猛，計劃在未來四年內建設31家大型半導體工廠，這一速度超過了同期的臺灣和美國。中國的晶片產能擴張，有望成為全球晶片供應的主要力量，並有可能讓其他國家依賴中國提供基本晶片。諮詢機構 International Business Strategies Inc. 研究指出，中國的28奈米產能在全球佔比僅為15%，但到2025年將成長至40%，顯示出中國在成熟製程的發展方面的潛力。這一趨勢為中國帶來了巨大的商機，未來市場對28奈米製程的需求有望達到281億美元。中國希望在晶片產業中減少對外國進口的依賴，並力爭到2026年本國半導體廠商能生產超過三分之二晶片。目前中國仍主要生產成熟製程晶片，但生產技術正循幾何式提升。而自產手機、電能車、雲端技術、機械人、人工智能、物聯網等高速發展的行業，將使未來數年晶片的需求保持強勁。國產替代提速，政策大力支持中國近年基於發展和戰略上的考慮，把建立半導體生產強國定為目標。由職前教育培訓，到對業內公司進行補貼和扶助，國家成了中國半導體發展的強大後盾。根據報道指出，政府放寬了半導體公司補貼的條件，讓相關企業在不需要實現以往績效的情況下，亦有機會獲得額外的政府資金，受惠企業包括中芯國際、華為、華虹半導體等。據知情人士透露，政府將無上限資金補貼相關半導體公司，以促進本地化生產和升級晶片設備，可能不用負擔折舊等費用，大幅降低生產成本，旨在克服美國對中國晶片的限制。同時，中國政府近期組建了中共中央科學委員會，並重新組建科學技術部，顯見在未來政府單位與晶片公司在研發技術方面將更密切合作。中芯國際作在為中國業內龍頭，同時肩負國家任務和民族自強的使命，將充分受益於國產替代的長期增長機遇。美國對中國的晶片業圍堵政策，傷害外國公司利益在2022年10月，美國宣佈一系列新","text":"分析員: 雷兆康 (ALY654), 交易部經理中國主力成熟晶片製程近年來，中國在半導體產業的發展速度迅猛，計劃在未來四年內建設31家大型半導體工廠，這一速度超過了同期的臺灣和美國。中國的晶片產能擴張，有望成為全球晶片供應的主要力量，並有可能讓其他國家依賴中國提供基本晶片。諮詢機構 International Business Strategies Inc. 研究指出，中國的28奈米產能在全球佔比僅為15%，但到2025年將成長至40%，顯示出中國在成熟製程的發展方面的潛力。這一趨勢為中國帶來了巨大的商機，未來市場對28奈米製程的需求有望達到281億美元。中國希望在晶片產業中減少對外國進口的依賴，並力爭到2026年本國半導體廠商能生產超過三分之二晶片。目前中國仍主要生產成熟製程晶片，但生產技術正循幾何式提升。而自產手機、電能車、雲端技術、機械人、人工智能、物聯網等高速發展的行業，將使未來數年晶片的需求保持強勁。國產替代提速，政策大力支持中國近年基於發展和戰略上的考慮，把建立半導體生產強國定為目標。由職前教育培訓，到對業內公司進行補貼和扶助，國家成了中國半導體發展的強大後盾。根據報道指出，政府放寬了半導體公司補貼的條件，讓相關企業在不需要實現以往績效的情況下，亦有機會獲得額外的政府資金，受惠企業包括中芯國際、華為、華虹半導體等。據知情人士透露，政府將無上限資金補貼相關半導體公司，以促進本地化生產和升級晶片設備，可能不用負擔折舊等費用，大幅降低生產成本，旨在克服美國對中國晶片的限制。同時，中國政府近期組建了中共中央科學委員會，並重新組建科學技術部，顯見在未來政府單位與晶片公司在研發技術方面將更密切合作。中芯國際作在為中國業內龍頭，同時肩負國家任務和民族自強的使命，將充分受益於國產替代的長期增長機遇。美國對中國的晶片業圍堵政策，傷害外國公司利益在2022年10月，美國宣佈一系列新","images":[{"img":"https://community-static.tradeup.com/news/8b60ad4330f5ebbf3283c6eae0fa517a","width":"654","height":"130"},{"img":"https://community-static.tradeup.com/news/ec1ca283d3a418f2b4cf33d91e402ef3","width":"1838","height":"824"},{"img":"https://community-static.tradeup.com/news/988adc10cd822ea10af11a857c6b775d","width":"1048","height":"1486"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9941495640","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":2055,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":237658523185360,"gmtCreate":1699057845803,"gmtModify":1699057850050,"author":{"id":"3559873449083244","authorId":"3559873449083244","name":"JYeo","avatar":"https://community-static.tradeup.com/news/b34f42bf922fc093f4726b527c8c414a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559873449083244","idStr":"3559873449083244"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SRT.SI\">$CSOP S-REITs INDEX ETF(SRT.SI)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/SRT.SI\">$CSOP S-REITs INDEX ETF(SRT.SI)$ &nbsp;</a>","text":"$CSOP S-REITs INDEX ETF(SRT.SI)$","images":[{"img":"https://community-static.tradeup.com/news/aacb4c47b30d726b20024dce6e7ad530","width":"894","height":"1508"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":32,"commentSize":0,"repostSize":23,"link":"https://ttm.financial/post/237658523185360","isVote":1,"tweetType":1,"viewCount":3564,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":237308832612560,"gmtCreate":1698972472128,"gmtModify":1698972476248,"author":{"id":"3559873449083244","authorId":"3559873449083244","name":"JYeo","avatar":"https://community-static.tradeup.com/news/b34f42bf922fc093f4726b527c8c414a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3559873449083244","idStr":"3559873449083244"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CLR.SI\">$LION-PHILLIP S-REIT(CLR.SI)$ &nbsp;</a>","listText":"<a href=\"https://ttm.financial/S/CLR.SI\">$LION-PHILLIP S-REIT(CLR.SI)$ 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