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Fengjie
2021-08-19
Gogogo
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Fengjie
2021-08-14
Gogogogo
Fengjie
2021-08-09
Gogogo
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Fengjie
2021-08-04
$Nano Dimension Ltd.(NNDM)$
Gogogo
Fengjie
2021-07-27
gogogogo
Fengjie
2021-07-23
Gogogogo
Fengjie
2021-07-17
Huat
豪掷500亿美元,Intel终将获得取胜钥匙?
Fengjie
2021-07-17
Gogogo
14亿狂扫中国平安!北向资金一周动向来了
Fengjie
2021-07-15
Hao
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Fengjie
2021-07-14
Great
媒体称沙特与阿联酋达成产量协议
Fengjie
2021-07-11
Gogogo
Fengjie
2021-07-07
Gogogog
Fengjie
2021-07-07
Gogogo
Fengjie
2021-07-05
Huat
加密货币集体下跌,比特币失守34000美元/枚
Fengjie
2021-07-01
Gogogo
Fengjie
2021-06-30
$Clover Health Corp(CLOV)$
gogo
Fengjie
2021-06-25
gogogogo
Fengjie
2021-06-24
$Purple Biotech Ltd.(PPBT)$
Gogogo
Fengjie
2021-06-21
$Roblox Corporation(RBLX)$
Gohogog
Fengjie
2021-06-21
Gigogo
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09:08","market":"us","language":"zh","title":"豪掷500亿美元,Intel终将获得取胜钥匙?","url":"https://stock-news.laohu8.com/highlight/detail?id=1110672156","media":"半导体行业观察","summary":"入职不到六个月, 英特尔公司首席执行官Pat Gelsinger重振这家芯片制造商命运的方法正在浮现:那就是迅速行动,并携带大额支票簿。\n当 Gelsinger 在 2 月份接替Bob Swan担任英","content":"<p>入职不到六个月, <a href=\"https://laohu8.com/S/INTC\">英特尔</a>公司首席执行官Pat Gelsinger重振这家芯片制造商命运的方法正在浮现:那就是迅速行动,并携带大额支票簿。</p>\n<p>当 Gelsinger 在 2 月份接替Bob Swan担任英特尔CEO时,这家芯片巨头正在遭受工艺多年延误的影响,分析师和投资者的一个重大关注点是该公司是否会放弃芯片生产并专注于设计。这种方法为竞争对手Nvidia 和<a href=\"https://laohu8.com/S/AMD\">AMD</a>带来了巨额回报,让他们有能力蚕食英特尔的市场份额。</p>\n<p>Gelsinger 先生的回答实际上是一个强有力的“不”。他承诺英特尔不仅要制造自己的半导体,还要成为所谓的代工厂,为他人制造芯片——如果英特尔收购芯片制造专家 GlobalFoundries 的探索性谈判达成,他将承担超过 500 亿美元的财务承诺。据《华尔街日报》周四报道称,英特尔正在考虑对GlobalFoundries 发起估值约为 300 亿美元的收购。</p>\n<p>如果成行,这将是英特尔有史以来最大的一笔收购,几乎是他们迄今为止最大一笔交易的两倍。在 2015 年,英特尔曾斥资约167 亿美元收购微处理器制造商Altera Corp.。</p>\n<p>Gelsinger 在担任英特尔最高职位仅一个多月后,他就承诺英特尔将在亚利桑那州的芯片工厂投资 200 亿美元。不到两个月后,他又在新墨西哥增加了 35 亿美元的扩张计划。英特尔首席执行官曾表示,更多的财务承诺在美国和海外都在筹划中。</p>\n<p>Gelsinger 先生自加入以来就发誓,英特尔最好的日子就在眼前。但他也强调公司需要恢复其可靠性能的声誉,并迅速采取行动,带回工程人才以兑现这一承诺。</p>\n<p>有时,Gelsinger 先生对过去的失误直言不讳。英特尔之前曾尝试成为第三方芯片制造商,但收效甚微。“我们最初的努力有些薄弱,”他说,并补充道,“我们并没有真正把自己抛在后面。”</p>\n<p>Wedbush Securities 分析师Matt Bryson)表示,收购 GlobalFoundries可以让英特尔获得成功的诀窍。“因为在过去,大家对英特尔的担忧之一是他们并不真正知道如何充当代工厂,”他说。“GlobalFoundries 将为他们提供一系列更广泛、更成熟的产能。”</p>\n<p>周五早些时候,英特尔股价上涨了 1.51%。</p>\n<p>全球芯片短缺已经很少把以前几乎默默无闻的半导体生产推到聚光灯前。对笔记本电脑的需求猛增,新的工作方式增加了对云计算服务和运行在它们上面的数据中心的需求。一个在需求激增的芯片是进入新的5G手机增加了对制造能力的挤压,芯片公司说。由于缺乏芯片,汽车制造商不得不闲置工厂,因此一些电子产品的价格正在上涨。</p>\n<p>短缺已成为华盛顿特区和其他全球首都的话题。拜登总统已承诺斥资约 500 亿美元促进国内芯片制造。欧洲也表示了类似的承诺。</p>\n<p>英特尔押注芯片热潮将持续下去。</p>\n<p>Gelsinger 先生曾表示,到2025年,为别人生产芯片的晶圆代工业务应该会成为一个千亿美元的市场,他已经拉拢包括自己竞争对手在内的客户使用他们的晶圆代工业务,当中包括 高通公司 和Amazon.com公司。</p>\n<p>英特尔正在竞相发展和保护该业务。</p>\n<p>世界上最大的合同芯片制造商台湾半导体制造有限公司在四月表示,公司将在未来三年内投入千亿美元,提高生产能力以应对激增的需求。 <a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>公司 计划到2030年花费约1160亿美元,多样化并提高其半导体输出,并且它正在考虑在美国投资170亿美元建立一个新的芯片制造工厂。</p>\n<p>Counterpoint Research 表示,<a href=\"https://laohu8.com/S/TSM\">台积电</a>去年占据全球第三方芯片制造市场约 59% 的份额,<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>占 14%。</p>\n<p>尽管英特尔正在追赶,但Gelsinger 先生正在求助于台积电和三星,以帮助制造其内部无法生产的最尖端芯片的部件。</p>\n<p>Sanford Bernstein & Co. 的分析师 Stacy Rasgon 怀疑收购 GlobalFoundries 是否有助于英特尔的扭亏为盈。“对于该行业的边缘参与者来说,这是一笔巨款,”他说,称这样的交易“让英特尔分心”。</p>\n<p>加强英特尔的芯片生产部门只是 Gelsinger 先生计划的一部分。另一个是确保公司不断设计尖端芯片来让客户惊叹。“我们有很多工作要做,”Gelsinger 先生今年早些时候说。</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>豪掷500亿美元,Intel终将获得取胜钥匙?</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豪掷500亿美元,Intel终将获得取胜钥匙?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1099700132\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/705285f8deea4d7b8e48df7848a67868);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">半导体行业观察 </p>\n<p class=\"h-time\">2021-07-17 09:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>入职不到六个月, <a href=\"https://laohu8.com/S/INTC\">英特尔</a>公司首席执行官Pat Gelsinger重振这家芯片制造商命运的方法正在浮现:那就是迅速行动,并携带大额支票簿。</p>\n<p>当 Gelsinger 在 2 月份接替Bob Swan担任英特尔CEO时,这家芯片巨头正在遭受工艺多年延误的影响,分析师和投资者的一个重大关注点是该公司是否会放弃芯片生产并专注于设计。这种方法为竞争对手Nvidia 和<a href=\"https://laohu8.com/S/AMD\">AMD</a>带来了巨额回报,让他们有能力蚕食英特尔的市场份额。</p>\n<p>Gelsinger 先生的回答实际上是一个强有力的“不”。他承诺英特尔不仅要制造自己的半导体,还要成为所谓的代工厂,为他人制造芯片——如果英特尔收购芯片制造专家 GlobalFoundries 的探索性谈判达成,他将承担超过 500 亿美元的财务承诺。据《华尔街日报》周四报道称,英特尔正在考虑对GlobalFoundries 发起估值约为 300 亿美元的收购。</p>\n<p>如果成行,这将是英特尔有史以来最大的一笔收购,几乎是他们迄今为止最大一笔交易的两倍。在 2015 年,英特尔曾斥资约167 亿美元收购微处理器制造商Altera Corp.。</p>\n<p>Gelsinger 在担任英特尔最高职位仅一个多月后,他就承诺英特尔将在亚利桑那州的芯片工厂投资 200 亿美元。不到两个月后,他又在新墨西哥增加了 35 亿美元的扩张计划。英特尔首席执行官曾表示,更多的财务承诺在美国和海外都在筹划中。</p>\n<p>Gelsinger 先生自加入以来就发誓,英特尔最好的日子就在眼前。但他也强调公司需要恢复其可靠性能的声誉,并迅速采取行动,带回工程人才以兑现这一承诺。</p>\n<p>有时,Gelsinger 先生对过去的失误直言不讳。英特尔之前曾尝试成为第三方芯片制造商,但收效甚微。“我们最初的努力有些薄弱,”他说,并补充道,“我们并没有真正把自己抛在后面。”</p>\n<p>Wedbush Securities 分析师Matt Bryson)表示,收购 GlobalFoundries可以让英特尔获得成功的诀窍。“因为在过去,大家对英特尔的担忧之一是他们并不真正知道如何充当代工厂,”他说。“GlobalFoundries 将为他们提供一系列更广泛、更成熟的产能。”</p>\n<p>周五早些时候,英特尔股价上涨了 1.51%。</p>\n<p>全球芯片短缺已经很少把以前几乎默默无闻的半导体生产推到聚光灯前。对笔记本电脑的需求猛增,新的工作方式增加了对云计算服务和运行在它们上面的数据中心的需求。一个在需求激增的芯片是进入新的5G手机增加了对制造能力的挤压,芯片公司说。由于缺乏芯片,汽车制造商不得不闲置工厂,因此一些电子产品的价格正在上涨。</p>\n<p>短缺已成为华盛顿特区和其他全球首都的话题。拜登总统已承诺斥资约 500 亿美元促进国内芯片制造。欧洲也表示了类似的承诺。</p>\n<p>英特尔押注芯片热潮将持续下去。</p>\n<p>Gelsinger 先生曾表示,到2025年,为别人生产芯片的晶圆代工业务应该会成为一个千亿美元的市场,他已经拉拢包括自己竞争对手在内的客户使用他们的晶圆代工业务,当中包括 高通公司 和Amazon.com公司。</p>\n<p>英特尔正在竞相发展和保护该业务。</p>\n<p>世界上最大的合同芯片制造商台湾半导体制造有限公司在四月表示,公司将在未来三年内投入千亿美元,提高生产能力以应对激增的需求。 <a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>公司 计划到2030年花费约1160亿美元,多样化并提高其半导体输出,并且它正在考虑在美国投资170亿美元建立一个新的芯片制造工厂。</p>\n<p>Counterpoint Research 表示,<a href=\"https://laohu8.com/S/TSM\">台积电</a>去年占据全球第三方芯片制造市场约 59% 的份额,<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>占 14%。</p>\n<p>尽管英特尔正在追赶,但Gelsinger 先生正在求助于台积电和三星,以帮助制造其内部无法生产的最尖端芯片的部件。</p>\n<p>Sanford Bernstein & Co. 的分析师 Stacy Rasgon 怀疑收购 GlobalFoundries 是否有助于英特尔的扭亏为盈。“对于该行业的边缘参与者来说,这是一笔巨款,”他说,称这样的交易“让英特尔分心”。</p>\n<p>加强英特尔的芯片生产部门只是 Gelsinger 先生计划的一部分。另一个是确保公司不断设计尖端芯片来让客户惊叹。“我们有很多工作要做,”Gelsinger 先生今年早些时候说。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"03086":"华夏纳指","09086":"华夏纳指-U","INTC":"英特尔"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110672156","content_text":"入职不到六个月, 英特尔公司首席执行官Pat Gelsinger重振这家芯片制造商命运的方法正在浮现:那就是迅速行动,并携带大额支票簿。\n当 Gelsinger 在 2 月份接替Bob Swan担任英特尔CEO时,这家芯片巨头正在遭受工艺多年延误的影响,分析师和投资者的一个重大关注点是该公司是否会放弃芯片生产并专注于设计。这种方法为竞争对手Nvidia 和AMD带来了巨额回报,让他们有能力蚕食英特尔的市场份额。\nGelsinger 先生的回答实际上是一个强有力的“不”。他承诺英特尔不仅要制造自己的半导体,还要成为所谓的代工厂,为他人制造芯片——如果英特尔收购芯片制造专家 GlobalFoundries 的探索性谈判达成,他将承担超过 500 亿美元的财务承诺。据《华尔街日报》周四报道称,英特尔正在考虑对GlobalFoundries 发起估值约为 300 亿美元的收购。\n如果成行,这将是英特尔有史以来最大的一笔收购,几乎是他们迄今为止最大一笔交易的两倍。在 2015 年,英特尔曾斥资约167 亿美元收购微处理器制造商Altera Corp.。\nGelsinger 在担任英特尔最高职位仅一个多月后,他就承诺英特尔将在亚利桑那州的芯片工厂投资 200 亿美元。不到两个月后,他又在新墨西哥增加了 35 亿美元的扩张计划。英特尔首席执行官曾表示,更多的财务承诺在美国和海外都在筹划中。\nGelsinger 先生自加入以来就发誓,英特尔最好的日子就在眼前。但他也强调公司需要恢复其可靠性能的声誉,并迅速采取行动,带回工程人才以兑现这一承诺。\n有时,Gelsinger 先生对过去的失误直言不讳。英特尔之前曾尝试成为第三方芯片制造商,但收效甚微。“我们最初的努力有些薄弱,”他说,并补充道,“我们并没有真正把自己抛在后面。”\nWedbush Securities 分析师Matt Bryson)表示,收购 GlobalFoundries可以让英特尔获得成功的诀窍。“因为在过去,大家对英特尔的担忧之一是他们并不真正知道如何充当代工厂,”他说。“GlobalFoundries 将为他们提供一系列更广泛、更成熟的产能。”\n周五早些时候,英特尔股价上涨了 1.51%。\n全球芯片短缺已经很少把以前几乎默默无闻的半导体生产推到聚光灯前。对笔记本电脑的需求猛增,新的工作方式增加了对云计算服务和运行在它们上面的数据中心的需求。一个在需求激增的芯片是进入新的5G手机增加了对制造能力的挤压,芯片公司说。由于缺乏芯片,汽车制造商不得不闲置工厂,因此一些电子产品的价格正在上涨。\n短缺已成为华盛顿特区和其他全球首都的话题。拜登总统已承诺斥资约 500 亿美元促进国内芯片制造。欧洲也表示了类似的承诺。\n英特尔押注芯片热潮将持续下去。\nGelsinger 先生曾表示,到2025年,为别人生产芯片的晶圆代工业务应该会成为一个千亿美元的市场,他已经拉拢包括自己竞争对手在内的客户使用他们的晶圆代工业务,当中包括 高通公司 和Amazon.com公司。\n英特尔正在竞相发展和保护该业务。\n世界上最大的合同芯片制造商台湾半导体制造有限公司在四月表示,公司将在未来三年内投入千亿美元,提高生产能力以应对激增的需求。 三星电子公司 计划到2030年花费约1160亿美元,多样化并提高其半导体输出,并且它正在考虑在美国投资170亿美元建立一个新的芯片制造工厂。\nCounterpoint Research 表示,台积电去年占据全球第三方芯片制造市场约 59% 的份额,三星占 14%。\n尽管英特尔正在追赶,但Gelsinger 先生正在求助于台积电和三星,以帮助制造其内部无法生产的最尖端芯片的部件。\nSanford Bernstein & Co. 的分析师 Stacy Rasgon 怀疑收购 GlobalFoundries 是否有助于英特尔的扭亏为盈。“对于该行业的边缘参与者来说,这是一笔巨款,”他说,称这样的交易“让英特尔分心”。\n加强英特尔的芯片生产部门只是 Gelsinger 先生计划的一部分。另一个是确保公司不断设计尖端芯片来让客户惊叹。“我们有很多工作要做,”Gelsinger 先生今年早些时候说。","news_type":1},"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":179239170,"gmtCreate":1626530196090,"gmtModify":1703761495718,"author":{"id":"3564909256585570","authorId":"3564909256585570","name":"Fengjie","avatar":"https://static.tigerbbs.com/45987ca4f2ac62a210c20544200c49f9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Gogogo ","listText":"Gogogo ","text":"Gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/179239170","repostId":"1119821926","repostType":4,"repost":{"id":"1119821926","weMediaInfo":{"introduction":"关注中国基金报,即时获取深度理财资讯","home_visible":1,"media_name":"中国基金报","id":"6","head_image":"https://static.tigerbbs.com/13b66b3e97274759989352a7b9f80611"},"pubTimestamp":1626483069,"share":"https://www.laohu8.com/m/news/1119821926?lang=&edition=full","pubTime":"2021-07-17 08:51","market":"hk","language":"zh","title":"14亿狂扫中国平安!北向资金一周动向来了","url":"https://stock-news.laohu8.com/highlight/detail?id=1119821926","media":"中国基金报","summary":"本周,北上资金剧烈震荡,周三净卖出逾108亿元,周四又大幅净买入124亿元,全周合计净买入16.69亿元。另外,北上资金交投本周再度放大至6608亿元,在创近5个月来新高。从短期超百亿元的进出,交投持","content":"<div>\n<p>本周,北上资金剧烈震荡,周三净卖出逾108亿元,周四又大幅净买入124亿元,全周合计净买入16.69亿元。另外,北上资金交投本周再度放大至6608亿元,在创近5个月来新高。从短期超百亿元的进出,交投持续放大来看,北上资金有明显的调仓迹象。\n(本周买入超亿元个股)\n受滴滴事件影响,政府相关部门连续出重拳治理网络安全问题,北上资金闻风而动,大量加仓网络安全概念股,净买入申万计算机行业逾19亿元,为本周...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n","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>14亿狂扫中国平安!北向资金一周动向来了</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\">\n14亿狂扫中国平安!北向资金一周动向来了\n</h2>\n\n<h4 class=\"meta\">\n\n2021-07-17 08:51 北京时间 <strong>中国基金报</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本周,北上资金剧烈震荡,周三净卖出逾108亿元,周四又大幅净买入124亿元,全周合计净买入16.69亿元。另外,北上资金交投本周再度放大至6608亿元,在创近5个月来新高。从短期超百亿元的进出,交投持续放大来看,北上资金有明显的调仓迹象。\n(本周买入超亿元个股)\n受滴滴事件影响,政府相关部门连续出重拳治理网络安全问题,北上资金闻风而动,大量加仓网络安全概念股,净买入申万计算机行业逾19亿元,为本周...</p>\n\n<a href=\"None\">Web Link</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":{"601318":"中国平安","LU":"陆金所","02318":"中国平安","03145":"华夏亚洲高息股"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119821926","content_text":"本周,北上资金剧烈震荡,周三净卖出逾108亿元,周四又大幅净买入124亿元,全周合计净买入16.69亿元。另外,北上资金交投本周再度放大至6608亿元,在创近5个月来新高。从短期超百亿元的进出,交投持续放大来看,北上资金有明显的调仓迹象。\n(本周买入超亿元个股)\n受滴滴事件影响,政府相关部门连续出重拳治理网络安全问题,北上资金闻风而动,大量加仓网络安全概念股,净买入申万计算机行业逾19亿元,为本周净买入最多的行业。另外,通信、食品饮料、化工、非银金融等行业本周也获得北上资金超10亿元的净买入。而新能源车产业链本周出现退潮继续,北上资金逢高大量减持锂电相关个股,致使电气设备行业被净卖出逾14亿元,为本周唯一净卖出超10亿元的行业。\n抄底超跌龙头股\n北上资金本周一方面大幅净买入业绩预增股,另一方面抄底调整幅度巨大,受市场冷落的行业龙头股。\n中国平安是机构重点抱团股之一,但今年以来大跌逾30%,如从去年12月高点计算,则累计跌去逾40%,本周更是屡创近年来新低,被市场喻为“最惨抱团股”。而正是在市场最悲观的时候,本周北上资金大幅净买入中国平安逾14亿元,其中周四一日就加仓了2037万股。\n本周,央行降准正式落地,市场机构普遍认为,降准释放流动性对于证券市场产生积极影响,降间接影响保险公司的投资收益;另一方面,降准将影响市场利率,从而影响保险公司固收类产品的公允价值变动以及到期和新增资金配置。这或是北上资金大幅加仓中国平安重要原因,中国太保、新华保险等本周也获得北上资金的积极加仓。\n美的集团今年以来也是跌跌不休,至今累计下跌逾28%,股吧有网友调侃其为“每跌集团”。但近期北上资金已悄悄的连续5周净买入美的集团,特别是在本月初公告分拆子公司美智光电IPO获深交所受理后,北上资金加大了买入力度,本周净买入逾10亿元,持股创近1年来新高。\n格力股份、恒瑞医药、海天味业、顺丰控股等今年以来跌幅较大的行业龙头,本周均获得北上资金超亿元的净买入。\n逢高兑现锂电股\n山西汾酒本周公告,预计2021年上半年实现净利润33.7亿元—36.91亿元,同比增长110%—130%,即使按最低33.7亿元计,也超越去年全年盈利。强劲的增长预期,吸引着北上资金本周大幅加仓山西汾酒12.5亿元,另外融资客本周也融资净买入3.47亿元。\n由于巨额资金的推动,在白酒股整体调整的背景下,山西汾酒股价本周屡创历史新高(复权)。山西汾酒的强势,带动白酒股出现止跌企稳迹象,五粮液等本周也获得北上资金超10亿元净买入,酒鬼酒等则获得超亿元净买入\n中兴通讯中报预增104.60%—131.52%、万华化学预增373%—380%、韦尔股份预增126.41%—146.78%,本周均获得北上资金超10亿元的净买入。\n新能源车的超高景气度,刺激锂电池需求旺盛,锂电龙头宁德时代上市以来最高上涨近20倍。宁德时代也成为北上资金最喜爱的个股之一,持股市值高达855亿元,成为仅次于贵州茅台的第二重仓股。\n而一方面巨大的涨幅,北上资金赚得盆满钵满;另一方面,宁德时代估值已高,截至周五收盘,其动态市盈率高达158.2倍。虽然前景依然看好,但北上资金也忍不住逢高兑现冲动。北上资金已连续3周减持宁德时代,本周更是净卖出25.61亿元,为本周唯一净卖出超20亿元的个股。宁德时代股价周五因此重挫6.51%,创4个月来最大跌幅。\n另一锂电概念股恩捷股份连续7周被北上资金减持,本周净卖出逾13亿元,成为本周仅次于宁德时代,净卖出第二多的个股,恩捷股份周五跌停。亿纬锂能、比亚迪、天赐材料等锂电概念股本周也被北上资金净卖出超亿元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":147220494,"gmtCreate":1626360170218,"gmtModify":1703758701470,"author":{"id":"3564909256585570","authorId":"3564909256585570","name":"Fengjie","avatar":"https://static.tigerbbs.com/45987ca4f2ac62a210c20544200c49f9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Hao ","listText":"Hao ","text":"Hao","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/147220494","repostId":"1198312362","repostType":4,"isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":144191544,"gmtCreate":1626270786288,"gmtModify":1703756782581,"author":{"id":"3564909256585570","authorId":"3564909256585570","name":"Fengjie","avatar":"https://static.tigerbbs.com/45987ca4f2ac62a210c20544200c49f9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Great","listText":"Great","text":"Great","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/144191544","repostId":"2151519705","repostType":4,"repost":{"id":"2151519705","pubTimestamp":1626267651,"share":"https://www.laohu8.com/m/news/2151519705?lang=&edition=full","pubTime":"2021-07-14 21:00","market":"us","language":"zh","title":"媒体称沙特与阿联酋达成产量协议","url":"https://stock-news.laohu8.com/highlight/detail?id=2151519705","media":"华尔街见闻","summary":"OPEC+代表表示,阿联酋已经化解了主要产油国们的僵局,并达成了一项折衷协议,重新制定了石油产量。","content":"<p>据彭博报道,7月14日,OPEC+代表表示,沙特和阿联酋就石油生产协议已经达成妥协。</p>\n<p>阿联酋同意提高基线产量的计划,从2022年5月开始,把新的石油产量基线定在365万桶/日,高于目前的317万桶/日,就此化解了OPEC僵局。</p>\n<p>OPEC+代表还表示,OPEC+将很快确定举办新会议的日期,其协议将延长至2022年底。</p>\n<p>消息公布后,油价出现了一个明显的下跌又反弹的趋势。</p>\n<p><img src=\"https://static.tigerbbs.com/f19df3b1315c539cccb4d7e94f4eae71\" tg-width=\"500\" tg-height=\"262\" referrerpolicy=\"no-referrer\"></p>\n<p>布伦特原油短线下挫,日内跌幅一度达1%,后又迅速反弹。截至北京时间20:13,报76.42美元/桶。</p>\n<p><img src=\"https://static.tigerbbs.com/65074f62cc44e2b6efbdaf019b4b5f31\" tg-width=\"929\" tg-height=\"608\" referrerpolicy=\"no-referrer\"></p>\n<p>华尔街见闻此前提及,随着油价不断攀升,沙特和阿联酋等主要产油国仍未化解分歧,OPEC+取消了原定上周一举行的产油政策会议。</p>\n<p>OPEC+谈判的破裂意味着目前的产量限制将维持到8月份,可能会导致更严重的供应短缺。</p>\n<p>上周,由于阿联酋最后一刻提出反对,OPEC及其盟友被迫放弃了一项临时增产的初步协议。</p>\n<p>如果新的折衷方案在新的会议上获得批准,可能会提高石油产量,尽管一些成员国已经基本确定了8月份的供应量。</p>\n<p>花旗集团商品研究主管Ed Morse指出,油价将继续波动。即使OPEC决定在8月提高产量,这些石油也要在8月份的需求高峰期结束后才能到达炼油厂进入供应环节。</p>","source":"wallstreetcn_api","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>媒体称沙特与阿联酋达成产量协议</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媒体称沙特与阿联酋达成产量协议\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-14 21:00 北京时间 <a href=https://wallstreetcn.com/articles/3635405><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据彭博报道,7月14日,OPEC+代表表示,沙特和阿联酋就石油生产协议已经达成妥协。\n阿联酋同意提高基线产量的计划,从2022年5月开始,把新的石油产量基线定在365万桶/日,高于目前的317万桶/日,就此化解了OPEC僵局。\nOPEC+代表还表示,OPEC+将很快确定举办新会议的日期,其协议将延长至2022年底。\n消息公布后,油价出现了一个明显的下跌又反弹的趋势。\n\n布伦特原油短线下挫,日内跌幅...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3635405\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/80c13588f559343a96ce06d72d3cf4d5","relate_stocks":{"UCO":"二倍做多彭博原油ETF","DWT":"三倍做空原油ETN","SCO":"二倍做空彭博原油指数ETF","USO":"美国原油ETF","DDG":"ProShares做空石油与天然气ETF","DUG":"二倍做空石油与天然气ETF(ProShares)"},"source_url":"https://wallstreetcn.com/articles/3635405","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2151519705","content_text":"据彭博报道,7月14日,OPEC+代表表示,沙特和阿联酋就石油生产协议已经达成妥协。\n阿联酋同意提高基线产量的计划,从2022年5月开始,把新的石油产量基线定在365万桶/日,高于目前的317万桶/日,就此化解了OPEC僵局。\nOPEC+代表还表示,OPEC+将很快确定举办新会议的日期,其协议将延长至2022年底。\n消息公布后,油价出现了一个明显的下跌又反弹的趋势。\n\n布伦特原油短线下挫,日内跌幅一度达1%,后又迅速反弹。截至北京时间20:13,报76.42美元/桶。\n\n华尔街见闻此前提及,随着油价不断攀升,沙特和阿联酋等主要产油国仍未化解分歧,OPEC+取消了原定上周一举行的产油政策会议。\nOPEC+谈判的破裂意味着目前的产量限制将维持到8月份,可能会导致更严重的供应短缺。\n上周,由于阿联酋最后一刻提出反对,OPEC及其盟友被迫放弃了一项临时增产的初步协议。\n如果新的折衷方案在新的会议上获得批准,可能会提高石油产量,尽管一些成员国已经基本确定了8月份的供应量。\n花旗集团商品研究主管Ed Morse指出,油价将继续波动。即使OPEC决定在8月提高产量,这些石油也要在8月份的需求高峰期结束后才能到达炼油厂进入供应环节。","news_type":1},"isVote":1,"tweetType":1,"viewCount":159,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":148400986,"gmtCreate":1625997393245,"gmtModify":1703751785093,"author":{"id":"3564909256585570","authorId":"3564909256585570","name":"Fengjie","avatar":"https://static.tigerbbs.com/45987ca4f2ac62a210c20544200c49f9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Gogogo","listText":"Gogogo","text":"Gogogo","images":[{"img":"https://static.tigerbbs.com/44b8da1347515de53455268b61129869","width":"750","height":"2316"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/148400986","isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":140290985,"gmtCreate":1625659144547,"gmtModify":1703745794335,"author":{"id":"3564909256585570","authorId":"3564909256585570","name":"Fengjie","avatar":"https://static.tigerbbs.com/45987ca4f2ac62a210c20544200c49f9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Gogogog","listText":"Gogogog","text":"Gogogog","images":[{"img":"https://static.tigerbbs.com/20bc4e07a0c4fb397b28ff11f263d4b9","width":"750","height":"2496"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/140290985","isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":140207565,"gmtCreate":1625659106857,"gmtModify":1703745794011,"author":{"id":"3564909256585570","authorId":"3564909256585570","name":"Fengjie","avatar":"https://static.tigerbbs.com/45987ca4f2ac62a210c20544200c49f9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Gogogo","listText":"Gogogo","text":"Gogogo","images":[{"img":"https://static.tigerbbs.com/ff2e749b121b225e60c1718f19c551ab","width":"750","height":"2496"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/140207565","isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":154812458,"gmtCreate":1625496861374,"gmtModify":1703742721228,"author":{"id":"3564909256585570","authorId":"3564909256585570","name":"Fengjie","avatar":"https://static.tigerbbs.com/45987ca4f2ac62a210c20544200c49f9","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Huat","listText":"Huat","text":"Huat","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/154812458","repostId":"1185149852","repostType":4,"repost":{"id":"1185149852","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":1625484548,"share":"https://www.laohu8.com/m/news/1185149852?lang=&edition=full","pubTime":"2021-07-05 19:29","market":"other","language":"zh","title":"加密货币集体下跌,比特币失守34000美元/枚","url":"https://stock-news.laohu8.com/highlight/detail?id=1185149852","media":"老虎资讯综合","summary":"周一,主要加密货币大幅下挫。截至发稿,比特币失守34000美元/枚,日内跌幅达4.27%。以太坊短线走低60美元,现报2239美元/枚。","content":"<p>周一,主要加密货币大幅下挫。截至发稿,比特币失守34000美元/枚,日内跌幅达4.27%。以太坊短线走低60美元,现报2239美元/枚。</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>加密货币集体下跌,比特币失守34000美元/枚</title>\n<style 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19:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周一,主要加密货币大幅下挫。截至发稿,比特币失守34000美元/枚,日内跌幅达4.27%。以太坊短线走低60美元,现报2239美元/枚。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2b6ee35d5e3953381b46896042cc8e62","relate_stocks":{"IBIT":"iShares Bitcoin Trust","BTCO":"Invesco Galaxy Bitcoin ETF","BITB":"Bitwise Bitcoin ETF","EZBC":"Franklin Bitcoin ETF","BTCW":"WisdomTree Bitcoin Fund","DEFI":"Hashdex Bitcoin ETF","HODL":"VanEck Bitcoin Trust ETF","BRRR":"Valkyrie Bitcoin Fund","GBTC":"Grayscale Bitcoin Trust","FBTC":"Fidelity Wise Origin Bitcoin Fund","ARKB":"ARK 21Shares Bitcoin 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