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魔王大大
2022-12-17
$AMC Entertainment Preferred(APE)$
to the...
魔王大大
2022-12-17
🤜🤜🤜🤜
魔王大大
2022-12-16
Amc fly to the moon
魔王大大
2022-07-06
$AMC院线(AMC)$
to the moon
魔王大大
2022-07-05
$Cryptyde Inc(TYDE)$
to the moon
魔王大大
2022-07-04
$哔哩哔哩(BILI)$
6666
魔王大大
2022-07-03
$Grab Holdings(GRAB)$
sigh...
魔王大大
2022-07-02
$Roundhill Ball Metaverse ETF(METV)$
666
魔王大大
2022-06-30
$Grab Holdings(GRAB)$
die
魔王大大
2022-06-29
$AMC院线(AMC)$
666
魔王大大
2022-06-28
$AMC院线(AMC)$
666
魔王大大
2022-06-27
$哔哩哔哩(BILI)$
666
魔王大大
2022-06-26
$AMC院线(AMC)$
666
魔王大大
2022-06-25
$amc 666
魔王大大
2022-06-22
$AMC院线(AMC)$
to the moon
魔王大大
2022-06-21
$amc 666
魔王大大
2022-06-19
@amc 666
魔王大大
2022-06-18
666 Amc
魔王大大
2022-06-17
Amc 666
魔王大大
2022-06-16
@amc 666
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10:57","market":"sh","language":"zh","title":"业绩“垫底”,张坤认错","url":"https://stock-news.laohu8.com/highlight/detail?id=1166715880","media":"投中网","summary":"面对不断下滑的业绩,张坤也在二季报中罕见“认错”\n\n7月20日凌晨,易方达基金公司公布旗下多只基金产品二季报,其中,“公募一哥”张坤及其管理的4只公募基金再度成为关注的焦点。\n在过去的二季度,张坤管理","content":"<blockquote>\n <b>面对不断下滑的业绩,张坤也在二季报中罕见“认错”</b>\n</blockquote>\n<p>7月20日凌晨,易方达基金公司公布旗下多只基金产品二季报,其中,“公募一哥”张坤及其管理的4只公募基金再度成为关注的焦点。</p>\n<p>在过去的二季度,张坤管理的易方达蓝筹精选混合、易方达中小盘混合、易方达亚洲精选股票和易方达优质企业三年持有期混合4只基金的股票仓位均有不同程度的下降,其中易方达中小盘的股票仓位比例相比一季度下降23个百分点,骤降至张坤管理易方达中小盘以来季末股票仓位最低。此外,张坤在二季度也对结构进行了调整,降低了食品饮料等行业的配置,增加了计算机等行业的配置,并继续重仓招商银行、港交所两只金融类港股。</p>\n<p>数据显示,截至二季度末,张坤管理的4只基金的规模为1344.78亿元,较上一季度末的1331.09亿元略有增加。其中,蓝筹精选、中小盘混合以及优质企业三年持有期混合二季度扭亏为盈,本期利润分别为53.84亿元、8.05亿元、11.22亿元。</p>\n<p><img src=\"https://static.tigerbbs.com/01a751b2749b319a7c6c42ffdd39684c\" tg-width=\"1006\" tg-height=\"361\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>虽然基金规模增加,3只基金扭亏为盈,但与同行对比,张坤管理的基金二季度表现并不理想。其中,易方达蓝筹精选、易方达中小盘二季度在同类型基金(共计3403只)中排名分别为2833名、3187名,而易方达亚洲精选股票更是跌落到同类型基金中的倒数第二位。</p>\n<p>面对不断下滑的业绩,张坤也在二季报中罕见“认错”,称回首自己以往的判断,发现有不少错误。此外,张坤还强调,从目前的判断来看,未来几年预期回报率下降可能是难以避免的。</p>\n<p><b>股票仓位齐下调,减持五粮液茅台</b></p>\n<p>首先来看一下4只基金在2021年Q2的持仓变化情况。</p>\n<p>根据报告显示,张坤旗下4只产品的股票仓位在二季度均有不同程度的下降。其中,易方达中小盘的减仓幅度最大,股票仓位从一季度末的93.93%骤降至70.36%。这是该基金自张坤2012年9月28日担任基金经理以来的最低水平,也是继2017年三季度后,股票仓位第二次降至八成以下。</p>\n<p>与此同时,另外3只基金的股票仓位均略有下调:易方达蓝筹精选的股票仓位比例从93.61%下降至90.17%;易方达优质企业的股票仓位从94.57%下降至89.24%;易方达亚洲精选的股票仓位从93.17%下降至86.45%。</p>\n<p>具体到调仓方向上,4只基金在结构调整上各有不同。</p>\n<p><img src=\"https://static.tigerbbs.com/1683ff0f2a10d195121cffc0e4f458b6\" tg-width=\"512\" tg-height=\"294\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>2021年Q2易方达蓝筹精选持仓前十</p>\n<p>与一季度相比,易方达蓝筹精选在二季度降低了计算机等行业的配置,增加了电子等行业的配置。在前十大重仓股中,与2021年Q1一样,蓝筹精选依然持有4只白酒股,但持仓有增有减。其中,五粮液和贵州茅台从2021年Q1的10.05%和9.86%,降至9.88%和9.75%,而泸州老窖和洋河股份的持仓比例曾分别从7.62%、4.68%%增至9.71%和9.68%。</p>\n<p>同时,张坤还在二季度对香港交易所、招商银行以及腾讯控股进行了增持,并减持了美团。截至二季度末,香港交易所已取代五粮液成为易方达蓝筹精选的第一大重仓股。此外,Q1持仓占比为3.25%的平安银行跌出前十,被爱尔眼科取代。值得一提的是,在2020年Q4时,爱尔眼科也出现在了易方达蓝筹精选的前十大重仓股列表中。</p>\n<p><img src=\"https://static.tigerbbs.com/cf129f55b2095a3ab6cabbe0638cf11a\" tg-width=\"512\" tg-height=\"277\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>2021年Q2易方达中小盘持仓前十</p>\n<p>2021年第二季度,易方达中小盘则是在降低食品饮料等行业配置的同时,增加了计算机等行业的配置。具体来看个股,与一季度相比,易方达中小盘的十大重仓股保持不变,但重点增持了恒生电子、华兰生物,并减持了通策医疗和贵州茅台。</p>\n<p>其中,五粮液遭到张坤大幅减持,从2021年Q1的第二大重仓股掉落到第七大重仓股,美年健康的持仓也有所减少,加之报告期内股价下跌,已从原本的第一大重仓股掉落成第六大重仓股。</p>\n<p>再来看易方达优质企业三年持有期混合。</p>\n<p><img src=\"https://static.tigerbbs.com/75b188fe04c08b16db4160afe2f8ebb0\" tg-width=\"512\" tg-height=\"278\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>2021年Q1易方达优质企业三年持有期混合持仓前十</p>\n<p>同易方达蓝筹精选类似的操作类似,该基金在二季度降低了计算机等行业的配置,并同样加仓了泸州老窖和洋河股份,减仓了五粮液。但不同的是,易方达优质企业三年持有期混合在本期增加了医药、银行等行业的配置。</p>\n<p>此外,该基金还在二季度增持了香港交易所、腾讯控股这两只港股标的,并减仓了海康威视和美团。目前,泸州老窖以9.76%的持仓占比成为易方达优质企业三年持有期混合的第一大重仓股。与此同时,华兰生物和锦欣生殖跌出前十大重仓股,爱尔眼科、平安银行成为新晋前十大重仓股。</p>\n<p>最后说一下规模相对较小的和易方达亚洲精选。</p>\n<p><img src=\"https://static.tigerbbs.com/c3ad95bd85c15dec4396047e297b788c\" tg-width=\"997\" tg-height=\"497\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>与今年Q1相比,张坤在易方达亚洲精选基金上降低了消费、教育行业的配置,增加了银行、地产等行业的配置。此前一季度重仓的好未来、新东方、STAAR Surgical Co退出前十大重仓股,中国邮政储蓄银行、中国海外发展有限公司、唯品会成为新晋前十大重仓股。</p>\n<p>值得一提的是,在刚刚过去的二季度,易方达亚洲精选股票本期利润为-3.16亿元,仍处于亏损状态,收益率在同类型基金中排名倒数第二。</p>\n<p>对此,张坤在季报中特别提到,二季度,教培企业受政策预期影响股价跌幅较大,对基金净值产生了一定的负面影响,这也使他反思长期投资框架中的一些假设,希望能够将其进一步完善。</p>\n<p><b>业绩“垫底”,张坤罕见“认错”</b></p>\n<p>事实上,除易方达亚洲精选外,张坤持有的另外三只基金在二季度的业绩表现同样不尽人意,远落后于其他同类基金产品。</p>\n<p>数据显示,在过去的3个月中,同类基金中业绩表现最好的为前海开源新经济灵活配置混合,收益率超过50%,而张坤旗下的易方达优质企业三年持有期混合、易方达蓝筹精选、易方达中小盘二季度的收益率分别为10.62%、5.94%和2.51%,在同类型基金(共计3403只)中排名分别为2103名、2833名和3187名。</p>\n<p>对此,张坤在二季报中罕见“认错”,表示回首自己以往的判断,“发现有不少错误”。同时,张坤也在季报中表达了自己对未来市场的看法。</p>\n<p>张坤表示,疫情后,随着全球流动性的放松,全球股市都有了显著上涨。对于一些市场公认长期有成长空间行业(科技、医药、消费、新能源)中的优质公司,除了业绩增长的驱动,估值也得到了显著的提升。面对越来越高的市盈率水平,对企业的估值方法也越来越多采用远期(如2025年甚至2030年)市值贴现回当年,似乎只有这样,投资者才能获得一个可以接受的回报率水平。</p>\n<p>他提到,对于一些公司,在各种假设都兑现的情况下,可能未来5年能赚取贴现率或者比贴现率略高的收益率水平,但是一旦错误,可能就要面临30%甚至50%的股价下跌。在一个流动性宽裕、资本焦虑地寻找高回报率领域的环境下,<b>未来几年,不少行业面临的竞争程度恐怕比过去5年更为激烈。</b></p>\n<p>张坤认为,<b>对于未来5年行业竞争格局的判断难度恐怕只增不减。</b>“综合来看,如果正确,可能只获得一个平庸的回报率,但一旦错误,却面临不小的损失。在这样的赔率分布下,对于投资来说显然是高难度动作。在这种情况下,要么在热门行业进行深入研究,试图获得更高的概率确信度,要么在不那么拥挤的行业,稍微牺牲一些概率,承担多一点不确定性,获得更佳的赔率回报。<b>从目前的判断来看,未来几年预期回报率下降可能是难以避免的。</b>”</p>","source":"tzw","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业绩“垫底”,张坤认错\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-21 10:57 北京时间 <a href=https://mp.weixin.qq.com/s/RWe2BmpaFEW6ZVcIMvHsmQ><strong>投中网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>面对不断下滑的业绩,张坤也在二季报中罕见“认错”\n\n7月20日凌晨,易方达基金公司公布旗下多只基金产品二季报,其中,“公募一哥”张坤及其管理的4只公募基金再度成为关注的焦点。\n在过去的二季度,张坤管理的易方达蓝筹精选混合、易方达中小盘混合、易方达亚洲精选股票和易方达优质企业三年持有期混合4只基金的股票仓位均有不同程度的下降,其中易方达中小盘的股票仓位比例相比一季度下降23个百分点,骤降至张坤管理...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/RWe2BmpaFEW6ZVcIMvHsmQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2092a73a2e90156199add4191d62cc13","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"source_url":"https://mp.weixin.qq.com/s/RWe2BmpaFEW6ZVcIMvHsmQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166715880","content_text":"面对不断下滑的业绩,张坤也在二季报中罕见“认错”\n\n7月20日凌晨,易方达基金公司公布旗下多只基金产品二季报,其中,“公募一哥”张坤及其管理的4只公募基金再度成为关注的焦点。\n在过去的二季度,张坤管理的易方达蓝筹精选混合、易方达中小盘混合、易方达亚洲精选股票和易方达优质企业三年持有期混合4只基金的股票仓位均有不同程度的下降,其中易方达中小盘的股票仓位比例相比一季度下降23个百分点,骤降至张坤管理易方达中小盘以来季末股票仓位最低。此外,张坤在二季度也对结构进行了调整,降低了食品饮料等行业的配置,增加了计算机等行业的配置,并继续重仓招商银行、港交所两只金融类港股。\n数据显示,截至二季度末,张坤管理的4只基金的规模为1344.78亿元,较上一季度末的1331.09亿元略有增加。其中,蓝筹精选、中小盘混合以及优质企业三年持有期混合二季度扭亏为盈,本期利润分别为53.84亿元、8.05亿元、11.22亿元。\n\n虽然基金规模增加,3只基金扭亏为盈,但与同行对比,张坤管理的基金二季度表现并不理想。其中,易方达蓝筹精选、易方达中小盘二季度在同类型基金(共计3403只)中排名分别为2833名、3187名,而易方达亚洲精选股票更是跌落到同类型基金中的倒数第二位。\n面对不断下滑的业绩,张坤也在二季报中罕见“认错”,称回首自己以往的判断,发现有不少错误。此外,张坤还强调,从目前的判断来看,未来几年预期回报率下降可能是难以避免的。\n股票仓位齐下调,减持五粮液茅台\n首先来看一下4只基金在2021年Q2的持仓变化情况。\n根据报告显示,张坤旗下4只产品的股票仓位在二季度均有不同程度的下降。其中,易方达中小盘的减仓幅度最大,股票仓位从一季度末的93.93%骤降至70.36%。这是该基金自张坤2012年9月28日担任基金经理以来的最低水平,也是继2017年三季度后,股票仓位第二次降至八成以下。\n与此同时,另外3只基金的股票仓位均略有下调:易方达蓝筹精选的股票仓位比例从93.61%下降至90.17%;易方达优质企业的股票仓位从94.57%下降至89.24%;易方达亚洲精选的股票仓位从93.17%下降至86.45%。\n具体到调仓方向上,4只基金在结构调整上各有不同。\n\n2021年Q2易方达蓝筹精选持仓前十\n与一季度相比,易方达蓝筹精选在二季度降低了计算机等行业的配置,增加了电子等行业的配置。在前十大重仓股中,与2021年Q1一样,蓝筹精选依然持有4只白酒股,但持仓有增有减。其中,五粮液和贵州茅台从2021年Q1的10.05%和9.86%,降至9.88%和9.75%,而泸州老窖和洋河股份的持仓比例曾分别从7.62%、4.68%%增至9.71%和9.68%。\n同时,张坤还在二季度对香港交易所、招商银行以及腾讯控股进行了增持,并减持了美团。截至二季度末,香港交易所已取代五粮液成为易方达蓝筹精选的第一大重仓股。此外,Q1持仓占比为3.25%的平安银行跌出前十,被爱尔眼科取代。值得一提的是,在2020年Q4时,爱尔眼科也出现在了易方达蓝筹精选的前十大重仓股列表中。\n\n2021年Q2易方达中小盘持仓前十\n2021年第二季度,易方达中小盘则是在降低食品饮料等行业配置的同时,增加了计算机等行业的配置。具体来看个股,与一季度相比,易方达中小盘的十大重仓股保持不变,但重点增持了恒生电子、华兰生物,并减持了通策医疗和贵州茅台。\n其中,五粮液遭到张坤大幅减持,从2021年Q1的第二大重仓股掉落到第七大重仓股,美年健康的持仓也有所减少,加之报告期内股价下跌,已从原本的第一大重仓股掉落成第六大重仓股。\n再来看易方达优质企业三年持有期混合。\n\n2021年Q1易方达优质企业三年持有期混合持仓前十\n同易方达蓝筹精选类似的操作类似,该基金在二季度降低了计算机等行业的配置,并同样加仓了泸州老窖和洋河股份,减仓了五粮液。但不同的是,易方达优质企业三年持有期混合在本期增加了医药、银行等行业的配置。\n此外,该基金还在二季度增持了香港交易所、腾讯控股这两只港股标的,并减仓了海康威视和美团。目前,泸州老窖以9.76%的持仓占比成为易方达优质企业三年持有期混合的第一大重仓股。与此同时,华兰生物和锦欣生殖跌出前十大重仓股,爱尔眼科、平安银行成为新晋前十大重仓股。\n最后说一下规模相对较小的和易方达亚洲精选。\n\n与今年Q1相比,张坤在易方达亚洲精选基金上降低了消费、教育行业的配置,增加了银行、地产等行业的配置。此前一季度重仓的好未来、新东方、STAAR Surgical Co退出前十大重仓股,中国邮政储蓄银行、中国海外发展有限公司、唯品会成为新晋前十大重仓股。\n值得一提的是,在刚刚过去的二季度,易方达亚洲精选股票本期利润为-3.16亿元,仍处于亏损状态,收益率在同类型基金中排名倒数第二。\n对此,张坤在季报中特别提到,二季度,教培企业受政策预期影响股价跌幅较大,对基金净值产生了一定的负面影响,这也使他反思长期投资框架中的一些假设,希望能够将其进一步完善。\n业绩“垫底”,张坤罕见“认错”\n事实上,除易方达亚洲精选外,张坤持有的另外三只基金在二季度的业绩表现同样不尽人意,远落后于其他同类基金产品。\n数据显示,在过去的3个月中,同类基金中业绩表现最好的为前海开源新经济灵活配置混合,收益率超过50%,而张坤旗下的易方达优质企业三年持有期混合、易方达蓝筹精选、易方达中小盘二季度的收益率分别为10.62%、5.94%和2.51%,在同类型基金(共计3403只)中排名分别为2103名、2833名和3187名。\n对此,张坤在二季报中罕见“认错”,表示回首自己以往的判断,“发现有不少错误”。同时,张坤也在季报中表达了自己对未来市场的看法。\n张坤表示,疫情后,随着全球流动性的放松,全球股市都有了显著上涨。对于一些市场公认长期有成长空间行业(科技、医药、消费、新能源)中的优质公司,除了业绩增长的驱动,估值也得到了显著的提升。面对越来越高的市盈率水平,对企业的估值方法也越来越多采用远期(如2025年甚至2030年)市值贴现回当年,似乎只有这样,投资者才能获得一个可以接受的回报率水平。\n他提到,对于一些公司,在各种假设都兑现的情况下,可能未来5年能赚取贴现率或者比贴现率略高的收益率水平,但是一旦错误,可能就要面临30%甚至50%的股价下跌。在一个流动性宽裕、资本焦虑地寻找高回报率领域的环境下,未来几年,不少行业面临的竞争程度恐怕比过去5年更为激烈。\n张坤认为,对于未来5年行业竞争格局的判断难度恐怕只增不减。“综合来看,如果正确,可能只获得一个平庸的回报率,但一旦错误,却面临不小的损失。在这样的赔率分布下,对于投资来说显然是高难度动作。在这种情况下,要么在热门行业进行深入研究,试图获得更高的概率确信度,要么在不那么拥挤的行业,稍微牺牲一些概率,承担多一点不确定性,获得更佳的赔率回报。从目前的判断来看,未来几年预期回报率下降可能是难以避免的。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9070651954,"gmtCreate":1657064093078,"gmtModify":1676535940675,"author":{"id":"3568712936130316","authorId":"3568712936130316","name":"魔王大大","avatar":"https://static.tigerbbs.com/5b117b6c59b23211bc994189df572d82","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568712936130316","authorIdStr":"3568712936130316"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMC\">$AMC院线(AMC)$</a>to the moon","listText":"<a href=\"https://ttm.financial/S/AMC\">$AMC院线(AMC)$</a>to the moon","text":"$AMC院线(AMC)$to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9070651954","isVote":1,"tweetType":1,"viewCount":589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9047931135,"gmtCreate":1656849225027,"gmtModify":1676535903468,"author":{"id":"3568712936130316","authorId":"3568712936130316","name":"魔王大大","avatar":"https://static.tigerbbs.com/5b117b6c59b23211bc994189df572d82","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568712936130316","authorIdStr":"3568712936130316"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>sigh...","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>sigh...","text":"$Grab Holdings(GRAB)$sigh...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9047931135","isVote":1,"tweetType":1,"viewCount":885,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9046860205,"gmtCreate":1656330008207,"gmtModify":1676535806990,"author":{"id":"3568712936130316","authorId":"3568712936130316","name":"魔王大大","avatar":"https://static.tigerbbs.com/5b117b6c59b23211bc994189df572d82","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568712936130316","authorIdStr":"3568712936130316"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/BILI\">$哔哩哔哩(BILI)$</a>666","listText":"<a href=\"https://ttm.financial/S/BILI\">$哔哩哔哩(BILI)$</a>666","text":"$哔哩哔哩(BILI)$666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046860205","isVote":1,"tweetType":1,"viewCount":555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":897349837,"gmtCreate":1628895159629,"gmtModify":1676529885210,"author":{"id":"3568712936130316","authorId":"3568712936130316","name":"魔王大大","avatar":"https://static.tigerbbs.com/5b117b6c59b23211bc994189df572d82","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568712936130316","authorIdStr":"3568712936130316"},"themes":[],"htmlText":"6","listText":"6","text":"6","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/897349837","repostId":"2159905092","repostType":4,"repost":{"id":"2159905092","kind":"highlight","pubTimestamp":1628864354,"share":"https://ttm.financial/m/news/2159905092?lang=&edition=fundamental","pubTime":"2021-08-13 22:19","market":"us","language":"zh","title":"Moderna为什么撑不起2000亿美元市值?","url":"https://stock-news.laohu8.com/highlight/detail?id=2159905092","media":"智通财经网","summary":"Moderna凭借其高效的新冠疫苗迅速崛起,这在制药行业尚无先例。该公司的市值在19个月内从60亿美元飙升至近2000亿美元的峰值,超过了拥有百年历史的大型制药公司。 上个月,Moderna被纳入标普","content":"<p>Moderna凭借其高效的新冠疫苗迅速崛起,这在制药行业尚无先例。该公司的市值在19个月内从60亿美元飙升至近2000亿美元的峰值,超过了拥有百年历史的大型制药公司。 上个月,Moderna被纳入标普500指数。</p>\n<p>埃隆·马斯克的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>公司(TSLA.US)在过去19个月的大部分时间里也经历了类似的情况,市值从不足1000亿美元增长到8000多亿美元峰值(目前约为7000亿美元),一路跻身标普500指数成分股行列,将其他汽车制造商甩在了身后。</p>\n<p>Moderna 被称为生物技术领域的特斯拉,而特斯拉是汽车领域的<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US),投资者对这两家快速崛起的公司寄予厚望。</p>\n<p><img src=\"https://static.tigerbbs.com/26468a0bb6541c3800a2c2c4e2488531\" tg-width=\"583\" tg-height=\"326\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>考虑特斯拉估值的一种方式是将其视为一个不断扩大的潜在市场规模(TAM)。TAM对于初创公司和颠覆者来说尤其重要,因为在没有显著利润的情况下,它们的销售宣传集中在增长上。</p>\n<p>特斯拉的目标是“在未来多年里”,汽车销量平均每年增长50%。假设它能做到这一点,并且在每辆成本为5万美元的汽车上获得10%的净利润率。 到2026年,特斯拉的纯电动汽车销量将占全球总销量的近二分之一,汽车收入也将增长11倍。 即便这些假设都能实现,当前股价仍将是5年后预期收益的23倍。</p>\n<p>Moderna的估值也反映出对大幅增长的预期,其增长来自两个主要驱动因素:新冠疫苗的持续销售,以及使用相同信使RNA技术开发的新疫苗和治疗方法的未来收益。</p>\n<p>新冠疫苗是一种独特的有价值的产品。 它将在未来几年产生非凡的利润:2021年至2022年,Moderna调整后EBITDA预计将达到290亿美元,而特斯拉的EBITDA为230亿美元。 但新冠疫苗的市场规模和寿命尚不清楚,这取决于各国的加强针政策、病毒的变异情况以及竞争对手的进展。 所有方面的乐观情绪都反映在股价中。 然而,分析师预测,明年之后,疫苗的销售额和收益将大幅下降。</p>\n<p>特斯拉和Moderna的股价都出现了飙升,但当特斯拉的预期增长速度随着时间的推移而减缓时,Moderna的预期增长速度却在加快。</p>\n<p><img src=\"https://static.tigerbbs.com/1ccf4371e5d0aafeaf82c3a960248916\" tg-width=\"584\" tg-height=\"343\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>和特斯拉一样,Moderna的增长在很大程度上取决于理论上的未来产品。</p>\n<p>诚然,Moderna的新冠疫苗的成功对其他 mRNA 药物来说是个好兆头。 <a href=\"https://laohu8.com/S/JEF\">杰富瑞</a>分析师Michael Yee表示,以目前的估值来看,投资者似乎相信Moderna和特斯拉一样拥有创新和颠覆性技术,可以快速生产产品,与旧技术相比,风险更低、成功概率更高,且具有更大的潜力。</p>\n<p>然而,Bloomberg分析师Max Nisen和Liam Denning认为,现实情况是,在本世纪下半叶之前,Moderna 的药物管道中的非新冠疫苗产品很难产生可观的销售额。 该公司产品线中最大、疗效最好的产品是其他疫苗,这往往是制药公司在疫情之外利润较低的业务之一。Moderna很少披露其在治疗癌症等疾病方面的其他五个mRNA疗法的数据,而且该领域的市场竞争非常激烈。</p>\n<p>Moderna并没有足够丰富的新业务来支撑其在资本市场上的“增长”故事,尽管颠覆性创新和研发优势对生物技术投资者而言很有吸引力,但这种承诺很少有回报。这或许是生物技术分析师们对Moderna的2000亿美元市值峰值持怀疑态度的原因。</p>\n<p><img src=\"https://static.tigerbbs.com/7be639441ff2e9fa4d84d5b8e106b6fc\" tg-width=\"577\" tg-height=\"332\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>至少从这一点来看,Moderna离真正的“特斯拉化”还有很长的路要走。</p>","source":"highlight_zhitongcaijin","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\" 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.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\">\nModerna为什么撑不起2000亿美元市值?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-13 22:19 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/535175.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Moderna凭借其高效的新冠疫苗迅速崛起,这在制药行业尚无先例。该公司的市值在19个月内从60亿美元飙升至近2000亿美元的峰值,超过了拥有百年历史的大型制药公司。 上个月,Moderna被纳入标普500指数。\n埃隆·马斯克的特斯拉公司(TSLA.US)在过去19个月的大部分时间里也经历了类似的情况,市值从不足1000亿美元增长到8000多亿美元峰值(目前约为7000亿美元),一路跻身...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/535175.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b68b5aa604a6fa00bd3bb958c3246f88","relate_stocks":{"MRNA":"Moderna, Inc."},"source_url":"http://www.zhitongcaijing.com/content/detail/535175.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2159905092","content_text":"Moderna凭借其高效的新冠疫苗迅速崛起,这在制药行业尚无先例。该公司的市值在19个月内从60亿美元飙升至近2000亿美元的峰值,超过了拥有百年历史的大型制药公司。 上个月,Moderna被纳入标普500指数。\n埃隆·马斯克的特斯拉公司(TSLA.US)在过去19个月的大部分时间里也经历了类似的情况,市值从不足1000亿美元增长到8000多亿美元峰值(目前约为7000亿美元),一路跻身标普500指数成分股行列,将其他汽车制造商甩在了身后。\nModerna 被称为生物技术领域的特斯拉,而特斯拉是汽车领域的亚马逊(AMZN.US),投资者对这两家快速崛起的公司寄予厚望。\n\n考虑特斯拉估值的一种方式是将其视为一个不断扩大的潜在市场规模(TAM)。TAM对于初创公司和颠覆者来说尤其重要,因为在没有显著利润的情况下,它们的销售宣传集中在增长上。\n特斯拉的目标是“在未来多年里”,汽车销量平均每年增长50%。假设它能做到这一点,并且在每辆成本为5万美元的汽车上获得10%的净利润率。 到2026年,特斯拉的纯电动汽车销量将占全球总销量的近二分之一,汽车收入也将增长11倍。 即便这些假设都能实现,当前股价仍将是5年后预期收益的23倍。\nModerna的估值也反映出对大幅增长的预期,其增长来自两个主要驱动因素:新冠疫苗的持续销售,以及使用相同信使RNA技术开发的新疫苗和治疗方法的未来收益。\n新冠疫苗是一种独特的有价值的产品。 它将在未来几年产生非凡的利润:2021年至2022年,Moderna调整后EBITDA预计将达到290亿美元,而特斯拉的EBITDA为230亿美元。 但新冠疫苗的市场规模和寿命尚不清楚,这取决于各国的加强针政策、病毒的变异情况以及竞争对手的进展。 所有方面的乐观情绪都反映在股价中。 然而,分析师预测,明年之后,疫苗的销售额和收益将大幅下降。\n特斯拉和Moderna的股价都出现了飙升,但当特斯拉的预期增长速度随着时间的推移而减缓时,Moderna的预期增长速度却在加快。\n\n和特斯拉一样,Moderna的增长在很大程度上取决于理论上的未来产品。\n诚然,Moderna的新冠疫苗的成功对其他 mRNA 药物来说是个好兆头。 杰富瑞分析师Michael Yee表示,以目前的估值来看,投资者似乎相信Moderna和特斯拉一样拥有创新和颠覆性技术,可以快速生产产品,与旧技术相比,风险更低、成功概率更高,且具有更大的潜力。\n然而,Bloomberg分析师Max Nisen和Liam Denning认为,现实情况是,在本世纪下半叶之前,Moderna 的药物管道中的非新冠疫苗产品很难产生可观的销售额。 该公司产品线中最大、疗效最好的产品是其他疫苗,这往往是制药公司在疫情之外利润较低的业务之一。Moderna很少披露其在治疗癌症等疾病方面的其他五个mRNA疗法的数据,而且该领域的市场竞争非常激烈。\nModerna并没有足够丰富的新业务来支撑其在资本市场上的“增长”故事,尽管颠覆性创新和研发优势对生物技术投资者而言很有吸引力,但这种承诺很少有回报。这或许是生物技术分析师们对Moderna的2000亿美元市值峰值持怀疑态度的原因。\n\n至少从这一点来看,Moderna离真正的“特斯拉化”还有很长的路要走。","news_type":1},"isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":155085486,"gmtCreate":1625364174345,"gmtModify":1703740746709,"author":{"id":"3568712936130316","authorId":"3568712936130316","name":"魔王大大","avatar":"https://static.tigerbbs.com/5b117b6c59b23211bc994189df572d82","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568712936130316","authorIdStr":"3568712936130316"},"themes":[],"htmlText":"6","listText":"6","text":"6","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/155085486","repostId":"2148807896","repostType":4,"repost":{"id":"2148807896","kind":"news","pubTimestamp":1625360214,"share":"https://ttm.financial/m/news/2148807896?lang=&edition=fundamental","pubTime":"2021-07-04 08:56","market":"sh","language":"zh","title":"靓眼的二季度汽车销售数据,只是风暴前的宁静?","url":"https://stock-news.laohu8.com/highlight/detail?id=2148807896","media":"智通财经","summary":"本周,美股汽车制造商相继公布了2021年第二季度的销售数据。随着电动汽车投资的增加和芯片短缺可能导致销量暴跌,投资者一直期待这些数据能为下半年的展望提供关键线索。\n数据显示,在第二季度和今年迄今为止,","content":"<p>本周,美股汽车制造商相继公布了2021年第二季度的销售数据。随着电动汽车投资的增加和芯片短缺可能导致销量暴跌,投资者一直期待这些数据能为下半年的展望提供关键线索。</p>\n<p>数据显示,在第二季度和今年迄今为止,由于需求强劲,各家汽车制造商的销量继续走高。</p>\n<p>然而,随着更多工厂被迫放慢生产速度,库存在这段时间内持续减少,供应不足开始严重影响销售。<b><a href=\"https://laohu8.com/S/GM\">通用汽车</a>公司、<a href=\"https://laohu8.com/S/F\">福特汽车</a>公司和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>公司第二季度的交货期均未达到预期,其中福特汽车6月份的交货量突然下降。</b></p>\n<p>除非芯片短缺问题很快得到解决,产量回升,否则库存紧张对销售的影响只会越来越严重。<b>这对近几个月因销量增长和电动汽车乐观情绪双重推动而飞涨的的汽车制造商股价而言,将形成负面影响。</b></p>\n<p>通用汽车二季度存环比下降37%</p>\n<p>通用汽车周四发布销售报告显示,第二季度销量同比增长39.7%至688236辆,但未达到分析师的预期,此前分析师曾预期增长40%至43%。</p>\n<p>“消费者对汽车的需求很旺盛,但受到库存非常紧张的制约。我们预计,今年下半年到2022年,需求将继续保持高位,”通用汽车首席经济学家伊莱恩•巴克伯格表示。</p>\n<p>该公司在本季度末的库存只有211974辆,与第一季度相比下降了37%。它暂时闲置了几家北美工厂,并完全停止了韩国和巴西工厂的生产。</p>\n<p>尽管存在库存问题,但通用汽车确实从运营效率的提高中获益,这是因为一旦车辆到达经销商处,其销售速度非常快。许多经销商的周转率都在12天左右,这大约是过去几年的十分之一,从而提高了成本效益,减少了浪费。</p>\n<p>福特6月份销量下滑26.9%</p>\n<p>福特(F.US)比其他许多汽车制造商受到芯片短缺的影响更大。上周五公布的销售数据显示,该公司第二季度共售出475327辆汽车,较上年同期增长9.6%。分析师曾预计增长率在10.5-20.5%之间。</p>\n<p>福特6月份的销售数据更令人担忧。6月销量下降26.9%,其中F系列皮卡销量下降30%。由于库存减少,Fiesta和Flex等几款车型的销量降至零。</p>\n<p>此前,福特估计,由于芯片短缺,该公司第二季度的产量将减少一半。本周早些时候,额外减产会延续至7月份,这将进一步影响销售。</p>\n<p>二季度福特销售的亮点是,6月份电动汽车销量增长了117%,使得上年年销量达到56570辆创下纪录。</p>\n<p>特斯拉也需直面供应链逆风</p>\n<p>特斯拉(TSLA.US)公布,第二季度汽车交付量达到创纪录的201250辆,首次突破20万辆大关。然而,这与分析师预期的202800次交付量还有差距。</p>\n<p>尽管全球芯片短缺,特斯拉在三个月内生产的汽车数量确实超过了交付量,确保了足够的材料生产206421辆汽车。其中有204081辆是价格更为实惠的Model 3和Model Y,这说明价格实惠的车型需求增长速度继续快于价格更为昂贵的车型Model S和ModelX。</p>\n<p>不过,该公司确实也经历了供应链逆风。由于主要供应链价格压力,它进行了几次设计变更并提高了价格。“尤其是原材料,”首席执行官埃隆•马斯克在推特上说。</p>\n<p>在确保供应链优势方面,特斯拉似乎比传统汽车制造商做得更好,这有助于它在今年余下的时间里取得优异的业绩。由于某些车型的巡航控制系统意外启动的错误,该公司在中国召回了28.5万辆汽车,目前尚不清楚,这一问题可能会对特斯拉在中国的品牌形象造成多大影响,但特斯拉5月份在中国的销量减少了一半。</p>\n<p>芯片持续短缺</p>\n<p>据半导体工业协会(semiconductor Industry Association)的数据,仅在2020年,全球半导体销售额就增长了6.5%,达到4390亿美元。尽管当时行业前景黯淡,汽车制造商在疫情期间取消了大量芯片订单,但仍出现了这种增长。</p>\n<p>《半导体产业展望报告》预计,在消费电子、人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>、物联网和高级定制芯片的推动下,2021年至2026年期间,半导体市场的年复合增长率将达到6%。</p>\n<p>“在供应链中,仅仅缺少一个零件就意味着无法生产出使用该零件的整车,”市场分析师乔恩•加布里森在谈到汽车芯片短缺时评论称。“与因延迟发货或甚至影响单个供应商工厂而造成的临时延迟不同,芯片工厂的设计、建造和启动需要数年时间,因此摆脱这种状况并不是一个短期问题。”</p>\n<p>汽车制造商们表示,“希望”芯片短缺将在今年下半年得到缓解,但传统的汽车供应链往往效率低下,而且在半导体生产方面,汽车在优先权方面也处于落后地位。</p>\n<p>来自IDC国际数据公司半导体部门的Mario Morales表示,汽车芯片短缺问题可能在第三季度会略有缓解,但是预计要到明年上半年完全恢复至正常水平,到那时汽车生产商才会有足够的芯片用于其运行智能系统、ABS刹车或动力总成。</p>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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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靓眼的二季度汽车销售数据,只是风暴前的宁静?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-04 08:56 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/506850.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本周,美股汽车制造商相继公布了2021年第二季度的销售数据。随着电动汽车投资的增加和芯片短缺可能导致销量暴跌,投资者一直期待这些数据能为下半年的展望提供关键线索。\n数据显示,在第二季度和今年迄今为止,由于需求强劲,各家汽车制造商的销量继续走高。\n然而,随着更多工厂被迫放慢生产速度,库存在这段时间内持续减少,供应不足开始严重影响销售。通用汽车公司、福特汽车公司和特斯拉公司第二季度的交货期均未达到预期...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/506850.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0f7ad6231fa72bee5d03b095a82ec258","relate_stocks":{"F":"福特汽车","TSLA":"特斯拉"},"source_url":"http://www.zhitongcaijing.com/content/detail/506850.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2148807896","content_text":"本周,美股汽车制造商相继公布了2021年第二季度的销售数据。随着电动汽车投资的增加和芯片短缺可能导致销量暴跌,投资者一直期待这些数据能为下半年的展望提供关键线索。\n数据显示,在第二季度和今年迄今为止,由于需求强劲,各家汽车制造商的销量继续走高。\n然而,随着更多工厂被迫放慢生产速度,库存在这段时间内持续减少,供应不足开始严重影响销售。通用汽车公司、福特汽车公司和特斯拉公司第二季度的交货期均未达到预期,其中福特汽车6月份的交货量突然下降。\n除非芯片短缺问题很快得到解决,产量回升,否则库存紧张对销售的影响只会越来越严重。这对近几个月因销量增长和电动汽车乐观情绪双重推动而飞涨的的汽车制造商股价而言,将形成负面影响。\n通用汽车二季度存环比下降37%\n通用汽车周四发布销售报告显示,第二季度销量同比增长39.7%至688236辆,但未达到分析师的预期,此前分析师曾预期增长40%至43%。\n“消费者对汽车的需求很旺盛,但受到库存非常紧张的制约。我们预计,今年下半年到2022年,需求将继续保持高位,”通用汽车首席经济学家伊莱恩•巴克伯格表示。\n该公司在本季度末的库存只有211974辆,与第一季度相比下降了37%。它暂时闲置了几家北美工厂,并完全停止了韩国和巴西工厂的生产。\n尽管存在库存问题,但通用汽车确实从运营效率的提高中获益,这是因为一旦车辆到达经销商处,其销售速度非常快。许多经销商的周转率都在12天左右,这大约是过去几年的十分之一,从而提高了成本效益,减少了浪费。\n福特6月份销量下滑26.9%\n福特(F.US)比其他许多汽车制造商受到芯片短缺的影响更大。上周五公布的销售数据显示,该公司第二季度共售出475327辆汽车,较上年同期增长9.6%。分析师曾预计增长率在10.5-20.5%之间。\n福特6月份的销售数据更令人担忧。6月销量下降26.9%,其中F系列皮卡销量下降30%。由于库存减少,Fiesta和Flex等几款车型的销量降至零。\n此前,福特估计,由于芯片短缺,该公司第二季度的产量将减少一半。本周早些时候,额外减产会延续至7月份,这将进一步影响销售。\n二季度福特销售的亮点是,6月份电动汽车销量增长了117%,使得上年年销量达到56570辆创下纪录。\n特斯拉也需直面供应链逆风\n特斯拉(TSLA.US)公布,第二季度汽车交付量达到创纪录的201250辆,首次突破20万辆大关。然而,这与分析师预期的202800次交付量还有差距。\n尽管全球芯片短缺,特斯拉在三个月内生产的汽车数量确实超过了交付量,确保了足够的材料生产206421辆汽车。其中有204081辆是价格更为实惠的Model 3和Model Y,这说明价格实惠的车型需求增长速度继续快于价格更为昂贵的车型Model S和ModelX。\n不过,该公司确实也经历了供应链逆风。由于主要供应链价格压力,它进行了几次设计变更并提高了价格。“尤其是原材料,”首席执行官埃隆•马斯克在推特上说。\n在确保供应链优势方面,特斯拉似乎比传统汽车制造商做得更好,这有助于它在今年余下的时间里取得优异的业绩。由于某些车型的巡航控制系统意外启动的错误,该公司在中国召回了28.5万辆汽车,目前尚不清楚,这一问题可能会对特斯拉在中国的品牌形象造成多大影响,但特斯拉5月份在中国的销量减少了一半。\n芯片持续短缺\n据半导体工业协会(semiconductor Industry Association)的数据,仅在2020年,全球半导体销售额就增长了6.5%,达到4390亿美元。尽管当时行业前景黯淡,汽车制造商在疫情期间取消了大量芯片订单,但仍出现了这种增长。\n《半导体产业展望报告》预计,在消费电子、人工智能、物联网和高级定制芯片的推动下,2021年至2026年期间,半导体市场的年复合增长率将达到6%。\n“在供应链中,仅仅缺少一个零件就意味着无法生产出使用该零件的整车,”市场分析师乔恩•加布里森在谈到汽车芯片短缺时评论称。“与因延迟发货或甚至影响单个供应商工厂而造成的临时延迟不同,芯片工厂的设计、建造和启动需要数年时间,因此摆脱这种状况并不是一个短期问题。”\n汽车制造商们表示,“希望”芯片短缺将在今年下半年得到缓解,但传统的汽车供应链往往效率低下,而且在半导体生产方面,汽车在优先权方面也处于落后地位。\n来自IDC国际数据公司半导体部门的Mario Morales表示,汽车芯片短缺问题可能在第三季度会略有缓解,但是预计要到明年上半年完全恢复至正常水平,到那时汽车生产商才会有足够的芯片用于其运行智能系统、ABS刹车或动力总成。","news_type":1},"isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9070391275,"gmtCreate":1657008694697,"gmtModify":1676535931249,"author":{"id":"3568712936130316","authorId":"3568712936130316","name":"魔王大大","avatar":"https://static.tigerbbs.com/5b117b6c59b23211bc994189df572d82","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568712936130316","authorIdStr":"3568712936130316"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/TYDE\">$Cryptyde Inc(TYDE)$</a>to the moon","listText":"<a href=\"https://ttm.financial/S/TYDE\">$Cryptyde Inc(TYDE)$</a>to the moon","text":"$Cryptyde Inc(TYDE)$to the 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16:00","market":"hk","language":"zh","title":"三部门:平台不得制定损害外卖骑手等劳动者安全健康考核指标","url":"https://stock-news.laohu8.com/highlight/detail?id=1128574267","media":"老虎资讯综合","summary":"汇8月7日,近日,应急管理部、公安部、人力资源和社会保障部相关司局联合召开重点平台经济企业安全生产和劳动权益保障宣贯会议。\n会议要求各平台经济企业牢固树立安全生产“红线”意识和底线思维,加强安全生产警","content":"<p>汇8月7日,近日,应急管理部、公安部、人力资源和社会保障部相关司局联合召开重点平台经济企业安全生产和劳动权益保障宣贯会议。</p>\n<p>会议要求各平台经济企业牢固树立安全生产“红线”意识和底线思维,加强安全生产警示教育和配送运输工具合规性检查,引导安全文明配送。</p>\n<p>要重视劳动者身心健康,优化平台算法,不得制定损害劳动者安全健康的考核指标,有效防范化解新就业形态安全风险,维护外卖骑手等劳动者生命安全和劳动权益,不断提升人民群众幸福感、安全感。</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>三部门:平台不得制定损害外卖骑手等劳动者安全健康考核指标</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三部门:平台不得制定损害外卖骑手等劳动者安全健康考核指标\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\">2021-08-07 16:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>汇8月7日,近日,应急管理部、公安部、人力资源和社会保障部相关司局联合召开重点平台经济企业安全生产和劳动权益保障宣贯会议。</p>\n<p>会议要求各平台经济企业牢固树立安全生产“红线”意识和底线思维,加强安全生产警示教育和配送运输工具合规性检查,引导安全文明配送。</p>\n<p>要重视劳动者身心健康,优化平台算法,不得制定损害劳动者安全健康的考核指标,有效防范化解新就业形态安全风险,维护外卖骑手等劳动者生命安全和劳动权益,不断提升人民群众幸福感、安全感。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c972a78fbe34096796ada872b683e450","relate_stocks":{"MPNGY":"美团ADR","03690":"美团-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128574267","content_text":"汇8月7日,近日,应急管理部、公安部、人力资源和社会保障部相关司局联合召开重点平台经济企业安全生产和劳动权益保障宣贯会议。\n会议要求各平台经济企业牢固树立安全生产“红线”意识和底线思维,加强安全生产警示教育和配送运输工具合规性检查,引导安全文明配送。\n要重视劳动者身心健康,优化平台算法,不得制定损害劳动者安全健康的考核指标,有效防范化解新就业形态安全风险,维护外卖骑手等劳动者生命安全和劳动权益,不断提升人民群众幸福感、安全感。","news_type":1},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921797898,"gmtCreate":1671121608414,"gmtModify":1676538494934,"author":{"id":"3568712936130316","authorId":"3568712936130316","name":"魔王大大","avatar":"https://static.tigerbbs.com/5b117b6c59b23211bc994189df572d82","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568712936130316","authorIdStr":"3568712936130316"},"themes":[],"htmlText":"Amc 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