宠辱不惊山不转水转 personal page - To The Moon

宠辱不惊山不转水转

宠辱不惊山不转水转

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宠辱不惊山不转水转

2022-06-13

128 can buy

宠辱不惊山不转水转

2021-04-05

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Overturn Tesla? "Rebus" may think it's easier to fuck Godzilla

宠辱不惊山不转水转

2021-03-25

???

What butterfly effects will Chinese concept stocks have when they plummet

宠辱不惊山不转水转

2021-04-19

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Preview of Apple's spring conference: What new products will be held at this "Technology Spring Festival Gala"

宠辱不惊山不转水转

2021-04-12

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Ali: Resolutely obey the punishment and hold a conference call on the morning of April 12 to discuss

宠辱不惊山不转水转

2021-04-02

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Sister Wood: China's "disruptive innovation platform" is on the rise

宠辱不惊山不转水转

2021-03-22

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Soared 19 times in 6 months! This chip stock is completely on fire, what is the origin?

宠辱不惊山不转水转

2021-03-20

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宠辱不惊山不转水转

2021-03-11

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宠辱不惊山不转水转

2021-02-24

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Popular Chinese concept stocks are "sluggish", Baidu and NetEase fall more than 5%

Go to Tiger App to see more news

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can buy","listText":"128 can buy","text":"128 can buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052346274","isVote":1,"tweetType":1,"viewCount":2058,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379499054,"gmtCreate":1618787765278,"gmtModify":1704714758878,"author":{"id":"3569462951873528","authorId":"3569462951873528","name":"宠辱不惊山不转水转","avatar":"https://static.tigerbbs.com/64d4fb58ae3688d4f5aa263934d8d567","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569462951873528","idStr":"3569462951873528"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/379499054","repostId":"1198410511","repostType":4,"repost":{"id":"1198410511","kind":"news","pubTimestamp":1618831731,"share":"https://ttm.financial/m/news/1198410511?lang=en_US&edition=fundamental","pubTime":"2021-04-19 19:28","market":"us","language":"zh","title":"Preview of Apple's spring conference: What new products will be held at this \"Technology Spring Festival Gala\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1198410511","media":"CSDN","summary":"苹果春季发布会定档 北京时间4月21日凌晨1点。","content":"<p>Spring is a good season, annual<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The spring conference is coming in spring. Not long ago, Apple officially announced that the conference would be scheduled for 1 a.m. on April 21. On the eve of the conference, we might as well learn about a wave of new products that will appear at this conference in advance through domestic and foreign revelators.</p><p><img src=\"https://static.tigerbbs.com/1a0fece4554a9679bf8d9057401f3db0\" tg-width=\"1080\" tg-height=\"551\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/00ed238724a9e65ebdd76ef29f452a26\" tg-width=\"107\" tg-height=\"38\" referrerpolicy=\"no-referrer\"></p><p><b>The new iPad Pro may be equipped with A14X and Mini LED, and the overall price will rise</b></p><p>If this conference is bound to release a new product, then the new iPad will definitely not be absent. Looking back at past Apple spring conferences, iPad is almost the protagonist without exception, and I believe this year will be the same.</p><p>It is reported that in terms of design, the iPad Pro will not change much this year, still using 11-inch and 12.9-inch models.</p><p>In terms of performance, in fact, as early as last year, Apple used the A14 chip in the iPhone 12 series, and the A14 used a 5nm chip process, and adopted a 6-core CPU design, a 4-core GPU, and a 16-core NPU. Shortly after the launch of the iPhone 12 chip, the fourth-generation iPad Air also featured this chip. Up to now, A14 can also be called Apple's most powerful chip to date.</p><p>At the upcoming press conference, if the new iPad Pro wants to surpass the past, it will inevitably bring an upgraded version of the chip. According to foreign media 9to5Mac, the application of the A14X chip was found in the source code of iOS 14.5 Beta. Based on this, it is not difficult to guess that the new iPad Pro will be equipped with a new processor, or named A14X. It is reported that the performance of this processor is equal to that of the M1 chip installed on Mac in the second half of last year.</p><p>In addition, the 12.9-inch iPad Pro is expected to be equipped with a new display Mini LED. In this regard, Apple analyst Ming-chi Kuo said that the 12.9-inch iPad Pro using Mini LED will begin mass production in mid-to-late April 2021. At present, Mini LED has been successfully launched in high-end 4K TVs. If this display is used in iPad Pro, it will undoubtedly achieve higher contrast, brightness, color and other performance improvements.</p><p>Unfortunately, according to foreign media \"Nikkei Asia\", due to the global chip shortage, the delivery of some important components in iPad and MacBook has been delayed, and the release of new products may also be delayed.</p><p>However, the latest news says that Apple supplier Ennostar has greatly increased the yield of mini-LED chips and is expected to expand its iPad Pro production from later this month.</p><p>In addition, Apple will also enhance the camera of the iPad Pro. At the same time, according to foreign tipster Mr ` White, its accessory Apple Pencil will also be newly upgraded, and the new Apple Pencil has a smoother surface and a longer nib. In fact, through the invitation letter of this conference, many netizens speculated that it was drawn through Apple Pencil.</p><p><img src=\"https://static.tigerbbs.com/8803141b517340abf7055a8737544f53\" tg-width=\"600\" tg-height=\"749\" referrerpolicy=\"no-referrer\"></p><p>As for the pricing of the new iPad Pro, although no news has been revealed at present, it is not difficult to imagine that the price of the iPad Pro will increase this year. There are two reasons. First, the new iPad Pro can support 5G networks; Second, the product is expected to be equipped with more powerful A14X chips and Mini LED displays. However, the current global chip shortage problem is difficult to solve in the short term, so the increase in hardware costs is also expected.</p><p><b>The newly upgraded iPad mini</b></p><p>If it is said that in 2019, the iPad mini is full of sincerity to be equipped with the A12 processor, then the iPad mini released again at Apple's spring conference in 2021 will be absolutely perfunctory for users if it continues to use this chip.</p><p>Therefore, if this conference brings a new iPad mini, it is estimated that the \"new\" should focus on upgrading its processor. Some people speculate that it is very likely to be equipped with A14 bionic chip.</p><p>But relatively speaking, the design of iPad mini products has not been so attractive all along, and the huge frame has caused many users to complain that its screen-to-body ratio is too low. Many users also said that if it is updated, they hope that Apple can increase the screen size without changing the actual size of the device.</p><p>In this regard, according to foreign media reports, the new iPad mini may adopt a full-screen solution, and the frame has also been improved, from the original arc design to a right-angle trimming design.</p><p><img src=\"https://static.tigerbbs.com/9c8edef74e050bcd251dccdc4c475ce3\" tg-width=\"109\" tg-height=\"40\" referrerpolicy=\"no-referrer\"></p><p><b>Will the MacBook equipped with Apple's self-developed chip appear this time?</b></p><p>At WWDC 2020, Apple announced that it would gradually transform Mac computers from<a href=\"https://laohu8.com/S/INTC\">Intel</a>The x86 processor platform was migrated to the ARM64 architecture Apple Silicon platform.</p><p>In the second half of last year, Apple also changed its usual routine and held three press conferences in three months. During this period, it also updated the configurations of MacBook Air, MacBook Pro, and Mac mini computers. In order to speed up the initial transition goals, it is expected that Apple will still have the latest actions next.</p><p>According to foreign media reports, Apple plans to launch higher-end MacBook Pro and the latest iMac this year, and Mac Pro desktops are expected to use Apple Silicon chips in 2022.</p><p>In addition, the MacBook Pro is expected to upgrade its 13-inch look to 14-inch, along with a 16-inch design. At the same time, in addition to the 12.9-inch iPad Pro mentioned above, which will be equipped with a Mini LED display, it is reported that the new MacBook Pro will also abandon the long-used LCD screen and use Mini LED instead. The choice was made because the application of Mini LED also helps to improve battery performance.</p><p>The new MacBook Pro will also use the M2, the next version of the M1, or the M1X chip as it is called. It is reported that the new Apple Silicon chip will have 12 cores, including 8 performance cores and 4 high-efficiency cores.</p><p>However, many whistleblowers said that MacBook Pro and Air are expected to be launched in the second half of the year, so if you see a Mac at this spring conference, it may be a new iMac.</p><p>It is reported that Apple is developing a newly designed iMac, which has more screen space, different body shapes, and brings Apple Sillicon upgrades and other improved features. It is expected that Apple may adopt a similar approach to last year, starting with low-end iMac upgrades, and then gradually launching high-end models equipped with M1X.</p><p>It is worth mentioning that not long ago, Apple just announced that it would stop producing iMac Pro products, which can also be understood from the side as making way for the new version of iMac.</p><p><img src=\"https://static.tigerbbs.com/063945dbbd12be21c1cadd573cb82e8b\" tg-width=\"111\" tg-height=\"38\" referrerpolicy=\"no-referrer\"></p><p><b>Innovation, HomePod with screen coming soon?</b></p><p>At the 2017 autumn conference, Apple released its first HomePod product. However, what I never expected was that only four years later, it ushered in the fate of \"while supplies last\". Last month, Apple officially announced the suspension of production<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Speaker product HomePod, officials stated that the company will continue to produce and focus on the HomePod mini launched last year.</p><p>Looking back at the birth and demise of HomePod, as a product that Apple took 5 years to develop, it has a built-in A8 processor, is equipped with 6 microphone arrays, a 4-inch subwoofer, and 7 speaker arrays at the bottom. Among similar products, In terms of sound quality, it can be said that it surpasses other smart speakers on the market. However, the final initial price of US $349 discouraged many people. At the same time, due to factors such as lack of support from the third-party ecosystem and lack of intelligence, Apple eventually missed the market.</p><p>Now, according to Bloomberg News, Apple is developing two new HomePod products, citing people familiar with Apple's plans as describing the HomePod as being related to the \"screen\".</p><p>One is called HomePod TV, which can run tvOS through this product and output high-definition images to Apple TV. The other is an iPad-sized screen built into the HomePod through the structure of a robotic arm.</p><p>In fact, Apple has previously explored connecting an iPad-like screen to a robotic arm that can track users and always follow them as they move in their space. This product will also feature a microphone and camera to enable video conferencing.</p><p><img src=\"https://static.tigerbbs.com/466bee4cc81b16871ed0275d4d0a5964\" tg-width=\"109\" tg-height=\"39\" referrerpolicy=\"no-referrer\"></p><p><b>Can the concept-level product AirTag become a reality this time?</b></p><p>AirTag, as an item tracker, can be hung on some items. When items are lost, they can also be found through iPhone positioning when the network is offline. However, this technology has always lived in legends.</p><p>It was first discovered because in early April, Apple uploaded a video on its YouTube channel instructing users how to use \"Find My iPhone\", showing the trace of AirTag:</p><p>Turning on \"Offline Search\" allows iPhone and AirTags to be found without connecting to Wi-Fi.</p><p><img src=\"https://static.tigerbbs.com/e029f34e065120da60bc25118ae2d182\" tg-width=\"928\" tg-height=\"576\" referrerpolicy=\"no-referrer\"></p><p>Unfortunately, now this video has been deleted. But there are still rumors that the technical foundation implemented by AirTag will rely on the features Apple has recently added to the U1 ultra-wideband chip.</p><p>Meanwhile, Apple announced that the iPhone will soon be able to track lost items using the built-in Find My app. Software is ready, can hardware be far behind?</p><p>Are you looking forward to the above new products?</p>","source":"lsy1578046468581","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>Preview of Apple's spring conference: What new products will be held at this \"Technology Spring Festival Gala\"</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\">\nPreview of Apple's spring conference: What new products will be held at this \"Technology Spring Festival Gala\"\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CSDN</strong><span class=\"h-time small\">2021-04-19 19:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Spring is a good season, annual<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The spring conference is coming in spring. Not long ago, Apple officially announced that the conference would be scheduled for 1 a.m. on April 21. On the eve of the conference, we might as well learn about a wave of new products that will appear at this conference in advance through domestic and foreign revelators.</p><p><img src=\"https://static.tigerbbs.com/1a0fece4554a9679bf8d9057401f3db0\" tg-width=\"1080\" tg-height=\"551\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/00ed238724a9e65ebdd76ef29f452a26\" tg-width=\"107\" tg-height=\"38\" referrerpolicy=\"no-referrer\"></p><p><b>The new iPad Pro may be equipped with A14X and Mini LED, and the overall price will rise</b></p><p>If this conference is bound to release a new product, then the new iPad will definitely not be absent. Looking back at past Apple spring conferences, iPad is almost the protagonist without exception, and I believe this year will be the same.</p><p>It is reported that in terms of design, the iPad Pro will not change much this year, still using 11-inch and 12.9-inch models.</p><p>In terms of performance, in fact, as early as last year, Apple used the A14 chip in the iPhone 12 series, and the A14 used a 5nm chip process, and adopted a 6-core CPU design, a 4-core GPU, and a 16-core NPU. Shortly after the launch of the iPhone 12 chip, the fourth-generation iPad Air also featured this chip. Up to now, A14 can also be called Apple's most powerful chip to date.</p><p>At the upcoming press conference, if the new iPad Pro wants to surpass the past, it will inevitably bring an upgraded version of the chip. According to foreign media 9to5Mac, the application of the A14X chip was found in the source code of iOS 14.5 Beta. Based on this, it is not difficult to guess that the new iPad Pro will be equipped with a new processor, or named A14X. It is reported that the performance of this processor is equal to that of the M1 chip installed on Mac in the second half of last year.</p><p>In addition, the 12.9-inch iPad Pro is expected to be equipped with a new display Mini LED. In this regard, Apple analyst Ming-chi Kuo said that the 12.9-inch iPad Pro using Mini LED will begin mass production in mid-to-late April 2021. At present, Mini LED has been successfully launched in high-end 4K TVs. If this display is used in iPad Pro, it will undoubtedly achieve higher contrast, brightness, color and other performance improvements.</p><p>Unfortunately, according to foreign media \"Nikkei Asia\", due to the global chip shortage, the delivery of some important components in iPad and MacBook has been delayed, and the release of new products may also be delayed.</p><p>However, the latest news says that Apple supplier Ennostar has greatly increased the yield of mini-LED chips and is expected to expand its iPad Pro production from later this month.</p><p>In addition, Apple will also enhance the camera of the iPad Pro. At the same time, according to foreign tipster Mr ` White, its accessory Apple Pencil will also be newly upgraded, and the new Apple Pencil has a smoother surface and a longer nib. In fact, through the invitation letter of this conference, many netizens speculated that it was drawn through Apple Pencil.</p><p><img src=\"https://static.tigerbbs.com/8803141b517340abf7055a8737544f53\" tg-width=\"600\" tg-height=\"749\" referrerpolicy=\"no-referrer\"></p><p>As for the pricing of the new iPad Pro, although no news has been revealed at present, it is not difficult to imagine that the price of the iPad Pro will increase this year. There are two reasons. First, the new iPad Pro can support 5G networks; Second, the product is expected to be equipped with more powerful A14X chips and Mini LED displays. However, the current global chip shortage problem is difficult to solve in the short term, so the increase in hardware costs is also expected.</p><p><b>The newly upgraded iPad mini</b></p><p>If it is said that in 2019, the iPad mini is full of sincerity to be equipped with the A12 processor, then the iPad mini released again at Apple's spring conference in 2021 will be absolutely perfunctory for users if it continues to use this chip.</p><p>Therefore, if this conference brings a new iPad mini, it is estimated that the \"new\" should focus on upgrading its processor. Some people speculate that it is very likely to be equipped with A14 bionic chip.</p><p>But relatively speaking, the design of iPad mini products has not been so attractive all along, and the huge frame has caused many users to complain that its screen-to-body ratio is too low. Many users also said that if it is updated, they hope that Apple can increase the screen size without changing the actual size of the device.</p><p>In this regard, according to foreign media reports, the new iPad mini may adopt a full-screen solution, and the frame has also been improved, from the original arc design to a right-angle trimming design.</p><p><img src=\"https://static.tigerbbs.com/9c8edef74e050bcd251dccdc4c475ce3\" tg-width=\"109\" tg-height=\"40\" referrerpolicy=\"no-referrer\"></p><p><b>Will the MacBook equipped with Apple's self-developed chip appear this time?</b></p><p>At WWDC 2020, Apple announced that it would gradually transform Mac computers from<a href=\"https://laohu8.com/S/INTC\">Intel</a>The x86 processor platform was migrated to the ARM64 architecture Apple Silicon platform.</p><p>In the second half of last year, Apple also changed its usual routine and held three press conferences in three months. During this period, it also updated the configurations of MacBook Air, MacBook Pro, and Mac mini computers. In order to speed up the initial transition goals, it is expected that Apple will still have the latest actions next.</p><p>According to foreign media reports, Apple plans to launch higher-end MacBook Pro and the latest iMac this year, and Mac Pro desktops are expected to use Apple Silicon chips in 2022.</p><p>In addition, the MacBook Pro is expected to upgrade its 13-inch look to 14-inch, along with a 16-inch design. At the same time, in addition to the 12.9-inch iPad Pro mentioned above, which will be equipped with a Mini LED display, it is reported that the new MacBook Pro will also abandon the long-used LCD screen and use Mini LED instead. The choice was made because the application of Mini LED also helps to improve battery performance.</p><p>The new MacBook Pro will also use the M2, the next version of the M1, or the M1X chip as it is called. It is reported that the new Apple Silicon chip will have 12 cores, including 8 performance cores and 4 high-efficiency cores.</p><p>However, many whistleblowers said that MacBook Pro and Air are expected to be launched in the second half of the year, so if you see a Mac at this spring conference, it may be a new iMac.</p><p>It is reported that Apple is developing a newly designed iMac, which has more screen space, different body shapes, and brings Apple Sillicon upgrades and other improved features. It is expected that Apple may adopt a similar approach to last year, starting with low-end iMac upgrades, and then gradually launching high-end models equipped with M1X.</p><p>It is worth mentioning that not long ago, Apple just announced that it would stop producing iMac Pro products, which can also be understood from the side as making way for the new version of iMac.</p><p><img src=\"https://static.tigerbbs.com/063945dbbd12be21c1cadd573cb82e8b\" tg-width=\"111\" tg-height=\"38\" referrerpolicy=\"no-referrer\"></p><p><b>Innovation, HomePod with screen coming soon?</b></p><p>At the 2017 autumn conference, Apple released its first HomePod product. However, what I never expected was that only four years later, it ushered in the fate of \"while supplies last\". Last month, Apple officially announced the suspension of production<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Speaker product HomePod, officials stated that the company will continue to produce and focus on the HomePod mini launched last year.</p><p>Looking back at the birth and demise of HomePod, as a product that Apple took 5 years to develop, it has a built-in A8 processor, is equipped with 6 microphone arrays, a 4-inch subwoofer, and 7 speaker arrays at the bottom. Among similar products, In terms of sound quality, it can be said that it surpasses other smart speakers on the market. However, the final initial price of US $349 discouraged many people. At the same time, due to factors such as lack of support from the third-party ecosystem and lack of intelligence, Apple eventually missed the market.</p><p>Now, according to Bloomberg News, Apple is developing two new HomePod products, citing people familiar with Apple's plans as describing the HomePod as being related to the \"screen\".</p><p>One is called HomePod TV, which can run tvOS through this product and output high-definition images to Apple TV. The other is an iPad-sized screen built into the HomePod through the structure of a robotic arm.</p><p>In fact, Apple has previously explored connecting an iPad-like screen to a robotic arm that can track users and always follow them as they move in their space. This product will also feature a microphone and camera to enable video conferencing.</p><p><img src=\"https://static.tigerbbs.com/466bee4cc81b16871ed0275d4d0a5964\" tg-width=\"109\" tg-height=\"39\" referrerpolicy=\"no-referrer\"></p><p><b>Can the concept-level product AirTag become a reality this time?</b></p><p>AirTag, as an item tracker, can be hung on some items. When items are lost, they can also be found through iPhone positioning when the network is offline. However, this technology has always lived in legends.</p><p>It was first discovered because in early April, Apple uploaded a video on its YouTube channel instructing users how to use \"Find My iPhone\", showing the trace of AirTag:</p><p>Turning on \"Offline Search\" allows iPhone and AirTags to be found without connecting to Wi-Fi.</p><p><img src=\"https://static.tigerbbs.com/e029f34e065120da60bc25118ae2d182\" tg-width=\"928\" tg-height=\"576\" referrerpolicy=\"no-referrer\"></p><p>Unfortunately, now this video has been deleted. But there are still rumors that the technical foundation implemented by AirTag will rely on the features Apple has recently added to the U1 ultra-wideband chip.</p><p>Meanwhile, Apple announced that the iPhone will soon be able to track lost items using the built-in Find My app. Software is ready, can hardware be far behind?</p><p>Are you looking forward to the above new products?</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/KCzeZhdfNzp-wiLRCwnbRw\">CSDN</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e968cc2fa9a8fe30f2575d1147007bba","relate_stocks":{"AAPL":"苹果"},"source_url":"https://mp.weixin.qq.com/s/KCzeZhdfNzp-wiLRCwnbRw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198410511","content_text":"春意盎然好时节，一年一度的苹果春季发布会踏春而来。不久前，苹果官宣将此次发布会定档 4 月 21 日凌晨 1 点，而在召开前夕，我们通过国内外的爆料大神，不妨提前了解一波本次发布会将会出现的新品。新款 iPad Pro 或将搭载 A14X、Mini LED，整体价格将上涨如果说这次发布会必然要发布一款新品，那么新款 iPad 肯定不会缺席。回看过往几届的苹果春季发布会，iPad 无一例外几乎都是主角，相信今年也是如此。有爆料称，在设计上，今年 iPad Pro 不会有太大变动，依然采用的是 11 英寸和 12.9 英寸。在性能方面，事实上，早在去年，苹果在 iPhone 12 系列中使用了 A14 芯片，而 A14 采用了 5nm 芯片工艺，且采用了 6 核 CPU 设计、4 核 GPU、16 核 NPU。在 iPhone 12 芯片推出不久后，第四代 iPad Air 也采用了这款芯片。截止目前，也可以将 A14 称之为是苹果迄今为止功能最为强大的芯片。而在即将到来的发布会上，新款 iPad Pro 想要超越过往，必然也会带来芯片的升级版，据外媒 9to5Mac 报道，在 iOS 14.5 Beta 的源代码中，发现了 A14X芯片的应用。基于此，也不难猜测，新款 iPad Pro 将搭载一种全新处理器，或命名为 A14X ，据悉，该处理器的性能与去年下半年 Mac 上搭载的 M1 芯片性能不分上下。此外，12.9 英寸的 iPad Pro 有望搭载一种新的显示屏 Mini LED。对此，苹果分析师郭明池表示，12.9 英寸使用 Mini LED 的 iPad Pro 将在 2021 年 4 月中下旬开始量产。目前，Mini LED 已经搭载在高端的 4K 电视中成功面市，如果该显示屏应用在 iPad Pro 中，无疑也会实现更高的对比度、亮度、色彩以及其他一些性能提升。遗憾的是，据外媒《Nikkei Asia》报道，因为全球芯片短缺，导致 iPad、MacBook 中一些重要组件延迟交付，也可能会让新品延迟发布。不过，最新消息称，苹果供应商 Ennostar 已经大大地提高了 mini-LED 芯片的良率，有望从本月稍晚些时候扩大其 iPad Pro 的产量。除此之外，苹果也会增强 iPad Pro 的摄像头，同时据国外爆料大神 Mr`White 表示，其配件 Apple Pencil 也会全新升级，且新款 Apple Pencil 具有更光滑的表面以及更长的笔尖。实际上，通过本次发布会的邀请函，就有不少网友猜测，是通过 Apple Pencil 画出来的。至于新款 iPad Pro 的定价，目前虽然没有任何消息透露出来，不过，也不难想象今年的 iPad Pro 价格会有所上涨。原因有二，其一，新款 iPad Pro 可以支持 5G 网络；其二，该产品预期搭载功能更强大的 A14X 芯片、Mini LED 显示屏，然而当前全球芯片短缺问题难以在短期之内解决，因此导致硬件成本上涨也在意料之中。全新升级的 iPad mini如果说 2019 年，iPad mini 搭载 A12 处理器是诚意满满，那么 2021 年苹果春季发布会上再次发布的 iPad mini 继续使用这款芯片那就是绝对的敷衍用户了。因此，如果这次发布会带来新款 iPad mini，那么估计其中的“新”应该重在升级其处理器方面，有人猜测极有可能搭载的是 A14 仿生芯片。但相对而言，一直以来，iPad mini 产品的设计并不是那么吸引人，巨大的边框，让不少用户吐槽其屏占比太低。也有很多用户表示，如果更新，更希望苹果能够在不改变设备实际尺寸的情况下，增加屏幕尺寸才是王道。对此，据外媒报道，新款 iPad mini 或将采用全面屏方案，同时边框也有所改进，将从原来的圆弧设计改为直角切边设计。搭载苹果自研芯片的 MacBook，这次会出现吗？2020 年 WWDC 上，苹果宣布将在两年内将 Mac 电脑逐渐从英特尔的 x86 处理器平台迁移到 ARM64 架构的 Apple Silicon 平台。去年下半年，苹果也一改往常，三个月连开了三场发布会，在此期间，也更新了 MacBook Air、MacBook Pro、Mac mini 三款电脑的配置。为了加快最初设下的过渡目标，预期接下来苹果仍然会有最新的动作。据外媒报道，苹果计划在今年推出更高端的 MacBook Pro 和最新的 iMac，而 Mac Pro 台式机预期将在 2022 年使用上 Apple Silicon 芯片。此外，MacBook Pro 有望将 13 英寸的外观升级为 14 英寸，同时还有一款 16 英寸的设计。同时，除了上文提到 12.9 英寸的 iPad Pro 将搭载 Mini LED 显示屏之外，有消息称，新款 MacBook Pro 也将放弃使用已久的 LCD 屏，改用 Mini LED。之所以做出这样的选择，是因为 Mini LED 的应用也有助于提高电池性能。新款 MacBook Pro 也将采用 M1 的下一版本 M2，又或者被称之为 M1X 芯片。据悉，新款 Apple Silicon 芯片将具有 12 个内核，其中包括 8 个性能内核和 4 个高效内核。不过，很多爆料者表示，MacBook Pro 和 Air 预计下半年推出，因此在这场春季发布会上，如果看到 Mac 的身影，那么可能是一台新的 iMac。据悉，苹果正在开发一种全新设计的 iMac，该产品具有更多的屏幕空间，不同的机身形状，并带来 Apple Sillicon 升级以及其他改进功能。预计苹果可能会采取与去年相似的方式，从低配的 iMac 开始升级，然后逐步推出搭载 M1X 的高端机型。值得一提的是，不久前，苹果刚刚宣布停止生产 iMac Pro 产品，这也从侧面可以理解为为新版 iMac 让道。推陈出新，带屏幕的 HomePod 即将到来？在 2017 年秋季发布会上，苹果发布首款 HomePod 产品，然而万万没想到的是，仅四年之后，其就迎来了“售完即止”的命运。上个月，苹果正式宣布停产智能音箱产品 HomePod，官方表示，公司将持续生产并专注于去年推出的HomePod mini。回看 HomePod 的诞生与消亡，作为一款苹果耗时 5 年研发的产品，其内置 A8 处理器，搭载 6 个麦克风阵列、4 英寸低音炮、底部配有 7 个扬声器阵列，在同类型产品中，在音质方面，可以说超越了市场上其他智能音箱。然而最终初始 349 美元的价格让很多人望而却步，同时因缺乏第三方生态的支持、不够智能等因素，最终还是导致苹果错失市场。如今，据彭博社爆料，苹果公司正在研发两款 HomePod 新品，其中援引熟悉苹果计划的人所描述的 HomePod 与“屏幕”有关。一款被称之为 HomePod TV，可以通过此产品运行 tvOS，且可以向 Apple TV 上输出高清画面。另外一款是在 HomePod 中通过机械臂的结构内置一块 iPad 大小的屏幕。实际上，Apple 此前已经探索过将类似 iPad 的屏幕与机械臂相连，该机械臂可以跟踪用户并在用户所处的空间中移动时始终跟随用户。此产品还将搭载麦克风和摄像头，用以启用视频会议。概念级产品 AirTag，这次能成为现实吗？AirTag，作为一款物品跟踪器，可以悬挂在一些物品上，当物品丢失的时候，及时在网络离线状态下，也可以通过 iPhone 定位找到。不过，一直以来，这种技术都活在了传说中。首次发现其踪迹还是因为 4 月初，苹果在 YouTube 频道上传了一则指导用户如何使用“Find My iPhone”的视频中显示了 AirTag 的踪迹：开启“离线搜索”可以让 iPhone 和 AirTag 在未连接 Wi-Fi 的情况下被找到。遗憾的是，现在这段视频已经被删除。但是仍然有传言称，AirTag 所实现的技术基础将依赖于苹果公司近期在 U1 超宽带芯片上添加的功能。与此同时，苹果宣布，iPhone 不久将能够使用内置的 Find My 应用程序跟踪丢失的物品。软件已经准备就绪，硬件还会远吗？针对以上的新品，你期待吗？","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2095,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342330290,"gmtCreate":1618182902010,"gmtModify":1704707096067,"author":{"id":"3569462951873528","authorId":"3569462951873528","name":"宠辱不惊山不转水转","avatar":"https://static.tigerbbs.com/64d4fb58ae3688d4f5aa263934d8d567","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569462951873528","idStr":"3569462951873528"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/342330290","repostId":"1130911422","repostType":4,"repost":{"id":"1130911422","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":1618018886,"share":"https://ttm.financial/m/news/1130911422?lang=en_US&edition=fundamental","pubTime":"2021-04-10 09:41","market":"us","language":"zh","title":"Ali: Resolutely obey the punishment and hold a conference call on the morning of April 12 to discuss","url":"https://stock-news.laohu8.com/highlight/detail?id=1130911422","media":"老虎资讯综合","summary":"市场消息，$阿里巴巴(BABA)$表示将于4月12日上午8:00召开电话会议讨论行政处罚决定。\n\n阿里巴巴此前发布公告：今天，我们收到《国家市场监督管理总局行政处罚决定书》，对此处罚，我们诚恳接受，坚决服从。我们将强化依法经营，进一步加强合规体系建设，立足创新发展，更好履行社会责任。 \n\n详情：罚款182.28亿！市场监管总局处罚阿里巴巴垄断行为","content":"<p>Market news,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Said it will hold a conference call on April 12 at 8:00 a.m. to discuss the administrative penalty decision.</p><p>Alibaba previously issued an announcement: Today, we received the Decision on Administrative Punishment of the State Administration for Market Regulation. We sincerely accept this punishment and resolutely obey it. We will strengthen legal operation, further strengthen the construction of compliance system, base ourselves on innovative development, and better fulfill our social responsibilities.</p><p><b>Details:</b><a href=\"https://laohu8.com/NW/1145816571\" target=\"_blank\"><b>A fine of 18.228 billion! State Administration for Market Regulation punishes Alibaba for monopolistic behavior</b></a></p><p><img src=\"https://static.tigerbbs.com/05a8cf9dd311a666c10cb3f751264015\" tg-width=\"720\" tg-height=\"973\" 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\" />\n<title>Ali: Resolutely obey the punishment and hold a conference call on the morning of April 12 to discuss</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\">\nAli: Resolutely obey the punishment and hold a conference call on the morning of April 12 to discuss\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2021-04-10 09:41</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Market news,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Said it will hold a conference call on April 12 at 8:00 a.m. to discuss the administrative penalty decision.</p><p>Alibaba previously issued an announcement: Today, we received the Decision on Administrative Punishment of the State Administration for Market Regulation. We sincerely accept this punishment and resolutely obey it. We will strengthen legal operation, further strengthen the construction of compliance system, base ourselves on innovative development, and better fulfill our social responsibilities.</p><p><b>Details:</b><a href=\"https://laohu8.com/NW/1145816571\" target=\"_blank\"><b>A fine of 18.228 billion! State Administration for Market Regulation punishes Alibaba for monopolistic behavior</b></a></p><p><img src=\"https://static.tigerbbs.com/05a8cf9dd311a666c10cb3f751264015\" tg-width=\"720\" tg-height=\"973\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f98a08f234fb3dfe04b5578614dea292","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130911422","content_text":"市场消息，阿里巴巴表示将于4月12日上午8:00召开电话会议讨论行政处罚决定。阿里巴巴此前发布公告：今天，我们收到《国家市场监督管理总局行政处罚决定书》，对此处罚，我们诚恳接受，坚决服从。我们将强化依法经营，进一步加强合规体系建设，立足创新发展，更好履行社会责任。 详情：罚款182.28亿！市场监管总局处罚阿里巴巴垄断行为","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":2254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":349343893,"gmtCreate":1617552394612,"gmtModify":1704700386573,"author":{"id":"3569462951873528","authorId":"3569462951873528","name":"宠辱不惊山不转水转","avatar":"https://static.tigerbbs.com/64d4fb58ae3688d4f5aa263934d8d567","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569462951873528","idStr":"3569462951873528"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/349343893","repostId":"2124399667","repostType":4,"repost":{"id":"2124399667","kind":"news","pubTimestamp":1617520422,"share":"https://ttm.financial/m/news/2124399667?lang=en_US&edition=fundamental","pubTime":"2021-04-04 15:13","market":"hk","language":"zh","title":"Overturn Tesla? \"Rebus\" may think it's easier to fuck Godzilla","url":"https://stock-news.laohu8.com/highlight/detail?id=2124399667","media":"见智研究所","summary":"3月30日，小米集团发布公告，宣布正式进军智能电动汽车业务，首期投资100亿元人民币，当日晚，雷军拖着带病的身体亲自上台为小米造车造势，继「雷布斯」之后，再收获一个「雷斯克」的外号。随后，3月31日晚","content":"<p>On March 30, Xiaomi Group issued an announcement announcing its official entry into<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>In the electric vehicle business, the initial investment was 10 billion yuan. On the evening of the same day, Lei Jun dragged his sick body to the stage to build momentum for Xiaomi to build cars. After Rebus, he gained the nickname of Reske.</p><p><img src=\"https://static.tigerbbs.com/53c24a4ebf1d8efd4a028ed9d2306d7a\" tg-width=\"708\" tg-height=\"367\" referrerpolicy=\"no-referrer\"></p><p>Subsequently, on the evening of March 31, Xiaomi Group announced the repurchase of 19.3076 million Class B ordinary shares at a cost of approximately HK $499 million.</p><p>Previously, on March 12, Xiaomi Group recently issued an announcement. After the end of the ban on trading period (i.e. March 24), Xiaomi announced that it would start repurchasing shares in the open market from time to time, with a repurchase limit of HK $10 billion (approximately RMB 8.37 billion).</p><p><img src=\"https://static.tigerbbs.com/fbb72eae6eee5988d0d7dfc3315ae084\" tg-width=\"600\" tg-height=\"565\" referrerpolicy=\"no-referrer\"></p><p>Where is Xiaomi's confidence in building cars?</p><p>Lei Jun's passionate speech at Xiaomi's press conference touched many rice fans, and summarized Xiaomi's confidence in building cars into four points:</p><p>1. Xiaomi has successfully made many new products;</p><p>2. Have the best ecology in the world;</p><p>3. Supported by rice noodles;</p><p>4. Have money and afford to lose money.</p><p>Xiaomi, which has been in business for ten years, has indeed successfully produced many new products. Xiaomi mobile phones will rank third with a global market share of 12.1% in 2020.</p><p><img src=\"https://static.tigerbbs.com/18660f83f4a2e4539bef25107bfd0dda\" tg-width=\"402\" tg-height=\"299\" referrerpolicy=\"no-referrer\"></p><p>The number of AIoT platform device connections in Xiaomi's smart ecosystem has reached 325 million. A series of products known as Xiaomi's family bucket have formed a complete IoT ecosystem around smartphones, which is why rice fans are extremely voicing Xiaomi's car manufacturing.</p><p>The application of Xiaomi series smart products in daily life can be said to be meticulous. More importantly, its intelligence and convenience have long been deeply rooted in the hearts of the people.</p><p>The excellence of Tesla, the forerunner of car manufacturing, is its strong sense of technology. Rice fans undoubtedly look forward to such a product being launched by their own idol, and Xiaomi mobile phones will benchmark against the same level<a href=\"https://laohu8.com/S/AAPL\">Apple</a>It's not that bad, why can't you build a car?</p><p>Therefore, there is the third confidence mentioned by Lei Jun. Xiaomi has the support of rice noodles, and he has frequently expressed his position. It is precisely because of the strong voice of rice noodles that we are determined to build a car. As for the fourth point, if you have money and can afford to lose money, Jianzhi really disagrees.</p><p>Money, burned for Xiaomi cars</p><p>As for how to draw the big pie of building cars, first of all, Xiaomi said that we have enough flour: by the end of 2020, Xiaomi has accumulated a total of 108 billion yuan in cash. The first phase will invest 10 billion yuan to build cars, and the investment in the next 10 years is expected to be 10 billion US dollars.</p><p>This amount is enough for painting cakes, but it is quite difficult to really make cakes.</p><p>First of all, let me explain to you what the concept of initial investment of 10 billion yuan is. If you follow<a href=\"https://laohu8.com/S/NIO\">Nio</a>Founder Li Bin originally concluded that building a car would cost 20 billion yuan to start. Let's take a look at how long it took for Yusanjia and Tesla to build 10 billion yuan:</p><p>Li Bin's Nio vehicle burned out more than 10 billion in the first three years of its listing, and in the fourth year, the net loss in a single year exceeded 10 billion;</p><p>Ho XPeng's<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Mass production started in 2018, with a cumulative loss of 7.812 billion in three years;</p><p>Li Xiang entered the game at the latest, and it was mass-produced at the end of 2019, so the loss was less.<a href=\"https://laohu8.com/S/LI\">Li Auto</a>The cumulative loss was 4.121 billion;</p><p>Tesla burned out the first 10 billion (about 1.5 billion US dollars) from 2007 to 2015, but after expanding production capacity in 16 years, the net loss in a single year reached nearly 15 billion.</p><p><img src=\"https://static.tigerbbs.com/8bb4ce1144250554b3e29d305621dd21\" tg-width=\"720\" tg-height=\"435\" referrerpolicy=\"no-referrer\"></p><p>Is more than 100 billion in cash really a lot?</p><p>Let's talk about the 108 billion cash. At first glance, it seems sufficient, but we don't know the caliber for calculating cash. Looking at Xiaomi's financial report, there are only more than 54 billion in the 2020 annual report anyway.</p><p><img src=\"https://static.tigerbbs.com/ed8c95f26ed10ee8db1ae07c6cbac4ab\" tg-width=\"720\" tg-height=\"159\" referrerpolicy=\"no-referrer\"></p><p>Looking at the debt level, the short-term debt ratio is obviously high. Generally speaking, the ratio of current liabilities to current assets is 1: 2, which is relatively good, but Xiaomi obviously cannot reach this level. Even if Xiaomi really has 108 billion cash, here 72 billion accounts payable don't have to be repaid?</p><p>Moreover, there is a backlog of unpaid downstream accounts at the end of the year, and the company's liquidity is obviously not as comfortable as it looks.</p><p><img src=\"https://static.tigerbbs.com/ef422c6447a9178e7cf321dd2317b0fe\" tg-width=\"720\" tg-height=\"203\" referrerpolicy=\"no-referrer\"></p><p>At the same time, building cars is completely different from building mobile phones and smart peripherals. Isn't the same ecological chain company, LeTV, dragged down by burning money to build cars? Moreover, LeTV makes cars and has no clear boundary with the company's other businesses, causing it to become an unblockable bleeding port.</p><p>Can you make a car after making a mobile phone?</p><p>Admittedly, the ecological chains of Xiaomi and LeTV are different, but Xiaomi's existing resources and the automotive industry can only be said to be similar in shape: both have chips and screens. The problem is that vehicle chips, vehicle screens and mobile phones are two completely different supply chain systems, and there are many differences in certification standards, procurement models, and stocking cycles.</p><p>Xiaomi has to learn another one<a href=\"https://laohu8.com/S/300832\">New industries</a>In other words, we need a team that understands cars. Although Lei Jun said that we have a R&D team of over 10,000 people, I'm afraid those who really understand cars can be counted on one hand.</p><p>What's more, Honor has returned with his 5G mobile phone. The position it originally grabbed must not be given up easily, and Rebus cannot take it lightly in the mobile phone business. Therefore, Xiaomi's car-making is not just a job of starting a business again. For the entire Xiaomi group, how to balance the balance between car-making and the existing ecological chain is still a very important issue. It is not difficult to build a car, but the difficult thing is how to build a competitive car.</p><p>Xiaomi shareholders are uncomfortable</p><p>To sum up the above, Xiaomi's liquidity is not very good. It is not difficult for Xiaomi to build cars with its existing resources. Xiaomi cannot invest too many resources in building cars. Xiaomi is short of money.</p><p>Let's look at Xiaomi's behavior of buying back shares. It's not so difficult to understand. Xiaomi knows that it's not easy to build a car, and it doesn't have that money to burn it. In order to keep the stock price, it started to buy back some shares in advance to protect its financial report. Although Xiaomi said that it would not play financing games, but maybe it might also be to plan in advance for possible future fixed increase behaviors?</p><p>It is unknown whether Xiaomi can build a good car, but Xiaomi's dividends will definitely not be much in the next few years.</p>","source":"lsy1617344810975","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>Overturn Tesla? \"Rebus\" may think it's easier to fuck Godzilla</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\">\nOverturn Tesla? \"Rebus\" may think it's easier to fuck Godzilla\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">见智研究所</strong><span class=\"h-time small\">2021-04-04 15:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p>On March 30, Xiaomi Group issued an announcement announcing its official entry into<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>In the electric vehicle business, the initial investment was 10 billion yuan. On the evening of the same day, Lei Jun dragged his sick body to the stage to build momentum for Xiaomi to build cars. After Rebus, he gained the nickname of Reske.</p><p><img src=\"https://static.tigerbbs.com/53c24a4ebf1d8efd4a028ed9d2306d7a\" tg-width=\"708\" tg-height=\"367\" referrerpolicy=\"no-referrer\"></p><p>Subsequently, on the evening of March 31, Xiaomi Group announced the repurchase of 19.3076 million Class B ordinary shares at a cost of approximately HK $499 million.</p><p>Previously, on March 12, Xiaomi Group recently issued an announcement. After the end of the ban on trading period (i.e. March 24), Xiaomi announced that it would start repurchasing shares in the open market from time to time, with a repurchase limit of HK $10 billion (approximately RMB 8.37 billion).</p><p><img src=\"https://static.tigerbbs.com/fbb72eae6eee5988d0d7dfc3315ae084\" tg-width=\"600\" tg-height=\"565\" referrerpolicy=\"no-referrer\"></p><p>Where is Xiaomi's confidence in building cars?</p><p>Lei Jun's passionate speech at Xiaomi's press conference touched many rice fans, and summarized Xiaomi's confidence in building cars into four points:</p><p>1. Xiaomi has successfully made many new products;</p><p>2. Have the best ecology in the world;</p><p>3. Supported by rice noodles;</p><p>4. Have money and afford to lose money.</p><p>Xiaomi, which has been in business for ten years, has indeed successfully produced many new products. Xiaomi mobile phones will rank third with a global market share of 12.1% in 2020.</p><p><img src=\"https://static.tigerbbs.com/18660f83f4a2e4539bef25107bfd0dda\" tg-width=\"402\" tg-height=\"299\" referrerpolicy=\"no-referrer\"></p><p>The number of AIoT platform device connections in Xiaomi's smart ecosystem has reached 325 million. A series of products known as Xiaomi's family bucket have formed a complete IoT ecosystem around smartphones, which is why rice fans are extremely voicing Xiaomi's car manufacturing.</p><p>The application of Xiaomi series smart products in daily life can be said to be meticulous. More importantly, its intelligence and convenience have long been deeply rooted in the hearts of the people.</p><p>The excellence of Tesla, the forerunner of car manufacturing, is its strong sense of technology. Rice fans undoubtedly look forward to such a product being launched by their own idol, and Xiaomi mobile phones will benchmark against the same level<a href=\"https://laohu8.com/S/AAPL\">Apple</a>It's not that bad, why can't you build a car?</p><p>Therefore, there is the third confidence mentioned by Lei Jun. Xiaomi has the support of rice noodles, and he has frequently expressed his position. It is precisely because of the strong voice of rice noodles that we are determined to build a car. As for the fourth point, if you have money and can afford to lose money, Jianzhi really disagrees.</p><p>Money, burned for Xiaomi cars</p><p>As for how to draw the big pie of building cars, first of all, Xiaomi said that we have enough flour: by the end of 2020, Xiaomi has accumulated a total of 108 billion yuan in cash. The first phase will invest 10 billion yuan to build cars, and the investment in the next 10 years is expected to be 10 billion US dollars.</p><p>This amount is enough for painting cakes, but it is quite difficult to really make cakes.</p><p>First of all, let me explain to you what the concept of initial investment of 10 billion yuan is. If you follow<a href=\"https://laohu8.com/S/NIO\">Nio</a>Founder Li Bin originally concluded that building a car would cost 20 billion yuan to start. Let's take a look at how long it took for Yusanjia and Tesla to build 10 billion yuan:</p><p>Li Bin's Nio vehicle burned out more than 10 billion in the first three years of its listing, and in the fourth year, the net loss in a single year exceeded 10 billion;</p><p>Ho XPeng's<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Mass production started in 2018, with a cumulative loss of 7.812 billion in three years;</p><p>Li Xiang entered the game at the latest, and it was mass-produced at the end of 2019, so the loss was less.<a href=\"https://laohu8.com/S/LI\">Li Auto</a>The cumulative loss was 4.121 billion;</p><p>Tesla burned out the first 10 billion (about 1.5 billion US dollars) from 2007 to 2015, but after expanding production capacity in 16 years, the net loss in a single year reached nearly 15 billion.</p><p><img src=\"https://static.tigerbbs.com/8bb4ce1144250554b3e29d305621dd21\" tg-width=\"720\" tg-height=\"435\" referrerpolicy=\"no-referrer\"></p><p>Is more than 100 billion in cash really a lot?</p><p>Let's talk about the 108 billion cash. At first glance, it seems sufficient, but we don't know the caliber for calculating cash. Looking at Xiaomi's financial report, there are only more than 54 billion in the 2020 annual report anyway.</p><p><img src=\"https://static.tigerbbs.com/ed8c95f26ed10ee8db1ae07c6cbac4ab\" tg-width=\"720\" tg-height=\"159\" referrerpolicy=\"no-referrer\"></p><p>Looking at the debt level, the short-term debt ratio is obviously high. Generally speaking, the ratio of current liabilities to current assets is 1: 2, which is relatively good, but Xiaomi obviously cannot reach this level. Even if Xiaomi really has 108 billion cash, here 72 billion accounts payable don't have to be repaid?</p><p>Moreover, there is a backlog of unpaid downstream accounts at the end of the year, and the company's liquidity is obviously not as comfortable as it looks.</p><p><img src=\"https://static.tigerbbs.com/ef422c6447a9178e7cf321dd2317b0fe\" tg-width=\"720\" tg-height=\"203\" referrerpolicy=\"no-referrer\"></p><p>At the same time, building cars is completely different from building mobile phones and smart peripherals. Isn't the same ecological chain company, LeTV, dragged down by burning money to build cars? Moreover, LeTV makes cars and has no clear boundary with the company's other businesses, causing it to become an unblockable bleeding port.</p><p>Can you make a car after making a mobile phone?</p><p>Admittedly, the ecological chains of Xiaomi and LeTV are different, but Xiaomi's existing resources and the automotive industry can only be said to be similar in shape: both have chips and screens. The problem is that vehicle chips, vehicle screens and mobile phones are two completely different supply chain systems, and there are many differences in certification standards, procurement models, and stocking cycles.</p><p>Xiaomi has to learn another one<a href=\"https://laohu8.com/S/300832\">New industries</a>In other words, we need a team that understands cars. Although Lei Jun said that we have a R&D team of over 10,000 people, I'm afraid those who really understand cars can be counted on one hand.</p><p>What's more, Honor has returned with his 5G mobile phone. The position it originally grabbed must not be given up easily, and Rebus cannot take it lightly in the mobile phone business. Therefore, Xiaomi's car-making is not just a job of starting a business again. For the entire Xiaomi group, how to balance the balance between car-making and the existing ecological chain is still a very important issue. It is not difficult to build a car, but the difficult thing is how to build a competitive car.</p><p>Xiaomi shareholders are uncomfortable</p><p>To sum up the above, Xiaomi's liquidity is not very good. It is not difficult for Xiaomi to build cars with its existing resources. Xiaomi cannot invest too many resources in building cars. Xiaomi is short of money.</p><p>Let's look at Xiaomi's behavior of buying back shares. It's not so difficult to understand. Xiaomi knows that it's not easy to build a car, and it doesn't have that money to burn it. In order to keep the stock price, it started to buy back some shares in advance to protect its financial report. Although Xiaomi said that it would not play financing games, but maybe it might also be to plan in advance for possible future fixed increase behaviors?</p><p>It is unknown whether Xiaomi can build a good car, but Xiaomi's dividends will definitely not be much in the next few years.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/7dodzoGrNd5_ARRQ54J1sw\">见智研究所</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/14d6e649b06703312499e84952510944","relate_stocks":{"01810":"小米集团-W"},"source_url":"https://mp.weixin.qq.com/s/7dodzoGrNd5_ARRQ54J1sw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2124399667","content_text":"3月30日，小米集团发布公告，宣布正式进军智能电动汽车业务，首期投资100亿元人民币，当日晚，雷军拖着带病的身体亲自上台为小米造车造势，继「雷布斯」之后，再收获一个「雷斯克」的外号。随后，3月31日晚，小米集团宣布购回1930.76万股B类普通股，耗资约4.99亿港元。此前在3月12日，小米集团近日发布公告，在禁止买卖期结束之后（即3月24日），小米宣布将不定期地开始在公开市场回购股份，回购上限为100亿港元（约合人民币83.7亿元）。小米造车的底气在哪儿？雷军在小米发布会上的激情演讲打动了一众「米粉」，将小米造车的底气归纳为四点：1、小米做成功了很多次新品；2、有全球最好的生态；3、有米粉支持；4、有钱且亏得起。创业十年的小米确实做成功了很多次新品，小米手机在2020年全球市占率达到12.1%位列第三。小米智能生态圈AIoT平台设备连接数已达3.25亿台，号称「小米全家桶」的一系列产品围绕着智能手机形成了完备的物联网生态，而这也是米粉们对小米造车呼声极高的原因。小米系列智能产品在日常生活中的应用可以说是「无微不至」，更重要的是其智能化、便捷性早已深入人心。而造车先辈特斯拉的过人之处正是其科技感极强，米粉们无疑及其期待自家idol也能有这样一款产品面世，小米手机对标同级苹果也没差到哪去，为什么不可以造车呢？因此就有了雷军所说的第三个底气，小米有米粉的支持，他也频频表态，正是因为米粉的强烈呼声才让我们下定决心要造车的。至于第四点，有钱且亏得起，见智实在不敢苟同。钱，为小米汽车而烧至于造车这个大饼怎么画，首先小米说了，我们有充足的面粉：2020年底，小米积累的现金总量有1080亿元。首期将投资100亿元造车，预计未来10年投资额100亿美元。这个量，画饼是够了，真要做出饼，难度还不小。首先，初期投资100亿元是个什么概念给大家解释一下，如果按照蔚来创始人李斌当初的论断，造车要200亿起步。再看看「造车御三家」和特斯拉100亿都用了多久：李斌的蔚来汽车上市前三年就烧光了一百多亿，第四年更是单年净亏损超100亿；何小鹏的小鹏汽车18年起量产，三年累计亏损78.12亿；李想入局最晚，2019年末才量产，所以亏损较少。理想汽车累计亏损41.21亿；特斯拉从07年起到15年烧光了第一个一百亿（约15亿美金），但16年扩大产能后单年净亏损就达到了近150亿。一千多亿现金真的很多吗？再来说说这个1080亿现金，乍一看是很充足，但这个计算现金的口径我们不得而知，看看小米的财报，2020年年报上反正只有540多亿。再看看负债水平，短期负债率明显偏高，一般来说流动负债与流动资产的比例为1：2较为良好，而小米显然达不到这个水平，就算小米真的有1080亿现金，这里720亿的应付账款难道都不用还了？而且还有年末积压下游账款未付的情况存在，公司的流动性显然并没有看起来那么舒适。同时，造车和造手机、造智能周边可完全不是一回事，同样的生态链公司，乐视，可不就是被烧钱造车拖垮的？而且乐视造车而且和公司其他业务之间没有清晰界限，导致它变成一个堵不住的出血口。做好了手机就能做好车了吗？诚然，小米和乐视的生态链是不一样的，但小米现有的资源和汽车行业只能说是「形似」：都有芯片、都有屏幕。问题是车载芯片、车载屏和手机是完全不同的两个供应链体系，认证标准、采购模式、备货周期等方面都存在诸多不同。小米还要重新学习一个新产业，或者说需要一个懂汽车的团队，虽然雷军表示我们有超万人的研发团队，可是真的懂汽车的恐怕一只手数得过来。更何况荣耀还带着他的5G手机回来了，原先抢到的阵地肯定不能轻易放弃，「雷布斯」在手机业务上也不能掉以轻心。所以，小米造车并不是一个说干就干的，再次创业的活儿，对小米整个集团来说，如何平衡造车与已有的生态链之间的平衡仍然是一个很重要的问题，小米要造出车并不难，难的是如何造出一款具有竞争力的好车。小米的「股东」们难受了总结一下上文，小米流动性并不是很好，小米现有资源造车难度并不低，小米不能为造车投入太多资源，小米缺钱。再来看小米回购股份的行为就不那么难理解了，小米知道造车不易，自己也没那么有钱去玩命烧，为保住股价，提前先开始回购一些股份保护一下自己的财报，虽然小米说了不玩融资游戏，但或许也可能是为了未来可能的定增行为提前布局？小米能不能造出一款好车大家不得而知，但未来几年内小米的分红肯定是不会多了。","news_type":1,"symbols_score_info":{"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":2380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357705731,"gmtCreate":1617293628623,"gmtModify":1704698537179,"author":{"id":"3569462951873528","authorId":"3569462951873528","name":"宠辱不惊山不转水转","avatar":"https://static.tigerbbs.com/64d4fb58ae3688d4f5aa263934d8d567","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569462951873528","idStr":"3569462951873528"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/357705731","repostId":"1185961704","repostType":4,"repost":{"id":"1185961704","kind":"news","pubTimestamp":1617291608,"share":"https://ttm.financial/m/news/1185961704?lang=en_US&edition=fundamental","pubTime":"2021-04-01 23:40","market":"sh","language":"zh","title":"Sister Wood: China's \"disruptive innovation platform\" is on the rise","url":"https://stock-news.laohu8.com/highlight/detail?id=1185961704","media":"华尔街见闻","summary":"近日，方舟投资管理公司创始人Cathie Wood在与MSCI亚太区研究部主管魏震博士的连线直播中，大谈“颠覆性创新技术”在中国的发展前景。她强调，在中国，不要只关注单个公司的崛起，更重要的是“颠覆性","content":"<p>Recently, Cathie Wood, founder of Ark Investment Management Company, talked about the development prospects of \"disruptive innovative technologies\" in China in a live broadcast with Dr. Wei Zhen, head of MSCI Asia Pacific research department.</p><p>She stressed that,<b>In China, don't just focus on the rise of individual companies. More importantly, \"disruptive innovation platforms\" are on the rise, which is the fundamental force to achieve exponential growth, including DNA sequencing, robotics, energy storage, artificial intelligence and blockchain.</b></p><p>For example, she said,<b>In terms of DNA sequencing, Chinese companies are catching up from behind, and China's collaborative robots have also developed to cutting-edge levels</b>。 \"We're seeing more robots and higher productivity, which is good for the economy as a whole,\" she said.</p><p>She also said,<b>China's artificial intelligence and chip technology has been strengthened with cooperation between the government and the private sector</b>。</p><p>In addition, from an environmental and technical perspective,<b>She was \"very impressed\" by China's emphasis on electric vehicles,</b>\"China allows<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Entering shows the government's determination to make electric vehicles bloom everywhere in China. \"</p><p>Cathie Wood focuses on innovation and technology investment. Its fund products have created strong returns far exceeding the broader market and similar funds in the past three years. She is known as the \"technology female stock goddess\" and \"bull market queen\".</p><p>Cathie Wood's flagship product Ark Innovation ETF (ARKK) achieved an astonishing return rate of 152% in 2020, and its asset management scale once reached US $20 billion. The fund is betting about 10% of its assets on Tesla, and the stock surged from $84 at the beginning of last year to $749 at the end of last year, an increase of more than 900%.</p>","source":"highlight_wallstreetcn","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>Sister Wood: China's \"disruptive innovation platform\" is on the rise</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\">\nSister Wood: China's \"disruptive innovation platform\" is on the rise\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-04-01 23:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Recently, Cathie Wood, founder of Ark Investment Management Company, talked about the development prospects of \"disruptive innovative technologies\" in China in a live broadcast with Dr. Wei Zhen, head of MSCI Asia Pacific research department.</p><p>She stressed that,<b>In China, don't just focus on the rise of individual companies. More importantly, \"disruptive innovation platforms\" are on the rise, which is the fundamental force to achieve exponential growth, including DNA sequencing, robotics, energy storage, artificial intelligence and blockchain.</b></p><p>For example, she said,<b>In terms of DNA sequencing, Chinese companies are catching up from behind, and China's collaborative robots have also developed to cutting-edge levels</b>。 \"We're seeing more robots and higher productivity, which is good for the economy as a whole,\" she said.</p><p>She also said,<b>China's artificial intelligence and chip technology has been strengthened with cooperation between the government and the private sector</b>。</p><p>In addition, from an environmental and technical perspective,<b>She was \"very impressed\" by China's emphasis on electric vehicles,</b>\"China allows<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Entering shows the government's determination to make electric vehicles bloom everywhere in China. \"</p><p>Cathie Wood focuses on innovation and technology investment. Its fund products have created strong returns far exceeding the broader market and similar funds in the past three years. She is known as the \"technology female stock goddess\" and \"bull market queen\".</p><p>Cathie Wood's flagship product Ark Innovation ETF (ARKK) achieved an astonishing return rate of 152% in 2020, and its asset management scale once reached US $20 billion. The fund is betting about 10% of its assets on Tesla, and the stock surged from $84 at the beginning of last year to $749 at the end of last year, an increase of more than 900%.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3625946\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e5b714196a7f48e3a1873938c3772315","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3625946","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1185961704","content_text":"近日，方舟投资管理公司创始人Cathie Wood在与MSCI亚太区研究部主管魏震博士的连线直播中，大谈“颠覆性创新技术”在中国的发展前景。她强调，在中国，不要只关注单个公司的崛起，更重要的是“颠覆性创新平台”在崛起，这是实现指数式增长的根本力量，包括DNA测序、机器人技术、储能、人工智能和区块链。她举例说，在DNA测序方面，中国企业正在后来居上，中国的协作机器人也已经发展至前沿水平。她说：“我们看到更多的机器人和更高的生产率，这对整个经济都有好处。”她还说，在政府和私营部门的合作之下，中国的人工智能和芯片技术得到了加强。另外，从环境和技术角度来看，中国对电动汽车的重视给她留下了“非常深刻的印象”，“中国允许特斯拉进入，表明了政府决心让电动汽车在中国遍地开花。”Cathie Wood专注于创新与科技投资，旗下基金产品在过去三年中创造了远超大盘与同类基金的强劲回报，被誉为“科技女股神”“牛市女皇”。Cathie Wood旗下旗舰产品方舟创新ETF（ARKK）在2020年实现了惊人的152%的回报率，资管规模一度达到200亿美元。该基金用约10%的资产押注特斯拉，该股股价从去年年初的84美元飙升至去年年底的749美元，增幅超过900%。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358944237,"gmtCreate":1616657141529,"gmtModify":1704796989068,"author":{"id":"3569462951873528","authorId":"3569462951873528","name":"宠辱不惊山不转水转","avatar":"https://static.tigerbbs.com/64d4fb58ae3688d4f5aa263934d8d567","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569462951873528","idStr":"3569462951873528"},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/358944237","repostId":"1118741472","repostType":4,"repost":{"id":"1118741472","kind":"news","weMediaInfo":{"introduction":"界面是中国最大的商业新闻和社交平台，只服务于独立思考的人群。","home_visible":1,"media_name":"界面新闻","id":"30","head_image":"https://static.tigerbbs.com/be3a47b8a80a6b0d62c8f48a7534c1af"},"pubTimestamp":1616656195,"share":"https://ttm.financial/m/news/1118741472?lang=en_US&edition=fundamental","pubTime":"2021-03-25 15:09","market":"us","language":"zh","title":"What butterfly effects will Chinese concept stocks have when they plummet","url":"https://stock-news.laohu8.com/highlight/detail?id=1118741472","media":"界面新闻","summary":"目前SEC已通过临时修正，以执行《外国公司责任法案》对上市公司信息披露的要求。","content":"<p><div>On March 24, Chinese concept stocks listed in the United States collectively fell sharply. Tencent Music closed down 27%, Vipshop fell 21%, and iQiyi (QI) closed down 19.85%. In addition, Keike fell more than 13%, and Bilibili fell (BILI.O) more than 9%. New energy vehicle stocks generally fell, with XPeng Motor (XPEN.O) falling more than 15%, Li Auto (LI.O) falling more than 13%, and Nio (NIO.N) falling more than 10%. Before the plunge, Tencent Music's market value was approximately US $53.3 billion, or approximately RMB 350 billion. Within one day, its market value evaporated by US $14.4 billion, or about 94 billion yuan; IQiyi is in...</p><p><a href=\"None\">Web link</a></div></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>What butterfly effects will Chinese concept stocks have when they plummet</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\">\nWhat butterfly effects will Chinese concept stocks have when they plummet\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/30\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/be3a47b8a80a6b0d62c8f48a7534c1af);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">界面新闻 </p>\n<p class=\"h-time smaller\">2021-03-25 15:09</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><div>On March 24, Chinese concept stocks listed in the United States collectively fell sharply. Tencent Music closed down 27%, Vipshop fell 21%, and iQiyi (QI) closed down 19.85%. In addition, Keike fell more than 13%, and Bilibili fell (BILI.O) more than 9%. New energy vehicle stocks generally fell, with XPeng Motor (XPEN.O) falling more than 15%, Li Auto (LI.O) falling more than 13%, and Nio (NIO.N) falling more than 10%. Before the plunge, Tencent Music's market value was approximately US $53.3 billion, or approximately RMB 350 billion. Within one day, its market value evaporated by US $14.4 billion, or about 94 billion yuan; IQiyi is in...</p><p><a href=\"None\">Web link</a></div></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f8ef645b47a3549fad0987737e86dbd4","relate_stocks":{"NIO":"蔚来","BEKE":"贝壳","XPEV":"小鹏汽车","LI":"理想汽车","IQ":"爱奇艺","BILI":"哔哩哔哩","TME":"腾讯音乐","VIPS":"唯品会"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118741472","content_text":"3月24日，在美上市中概股集体大跌。腾讯音乐收跌27%，唯品会跌21%，爱奇艺（QI）收跌19.85%。此外，贝壳跌逾13%，哔哩哔哩跌（BILI.O）逾9%。新能源汽车股普跌，小鹏汽车（XPEN.O）跌逾15%，理想汽车（LI.O）跌逾13%，蔚来（NIO.N）跌逾10%。暴跌前，腾讯音乐市值约533亿美元，约合人民币3500亿。一天之内，其市值蒸发144亿美元，约合940亿人民币；爱奇艺则在一日内蒸发315亿人民币。\n中概股的大跌源于美国证券交易委员会（SEC）发布最新通告。公告显示，目前SEC已通过临时修正，以执行《外国公司责任法案》（HFCA Act）对上市公司信息披露的要求。\n这则法案最早要追述到2020年5月。该法案主要包含两项内容：1。如果外国公司连续三年未能通过美国公众公司会计监督委员会（PCAOB）的审计，将被禁止在美国任何交易所上市；2。上市公司需披露自己与该国政府的关系。\n根据上述两项条款，万商天勤律师事务所高级合伙人黄颢律师解释称，这一法案对中概股影响主要集中在两类企业。其一是在美上市的政府控制的国有企业将会受到影响，第二类是在美上市是民营企业。但是后者如果使用美国会计准则，则影响较为有限。但是不可否认，此次美国SEC正式通告，意味着在美上市的中概股将面临更大的退市压力。\n根据Wind数据统计，目前在美上市的中概股以科技、消费及医疗为主，共计272家。根据港交所的最新原则，在美中概股回归上市需符合以下两点要求中的其中一点：其一为市值大于400亿港元，其二为市值大于100亿港元且当期收入超过10亿港元。\n自2020年《外国公司问责法案》在美国国会通过后，在美上市中概股纷纷选择香港二次上市。截止今年3月24日，已经先后有13家中概股成功在香港二次上市。其中包括京东（9618.HK、JD.O）、网易（9999.HK、NTES.O）、百度集团（9888.HK、BIDU.O）等等。\n图片来源：WIND、界面新闻研究部\n但是黄颢认为，中概股的二次上市并不完全是为了该则法案。“在港二次上市本就有再融资的行为，符合上市公司自身的利益。如果公司足够市场化且组合美国会计准则，目前不需要对该则法案过于担忧。”\n事实上，中概股二次上市后，大部分公司市场表现良好。包括百济神州、再鼎医药等二次上市的个股，股价均较发行价上涨了超过80%。\n但是不可否认，在经历了2020年的“牛市”，在美股上市的中概股的估值已经“不忍直视”。目前哔哩哔哩市值接近2200亿元人民币，虽然公司的营收规模持续向好，但是依然还处于亏损状态；而拼多多（PDD.O）的市值高达9930亿元，同样处于亏损状态。如果使用市销率进行估值，拼多多的市销率也高达20倍，远超合理估值水平。此外，长视频领域长期无法走出商业模式的爱奇艺即使大跌之后，市值也高达1180亿元，但是其亏损已经超过了6年，且短期也并无盈利的可能。\n虽说这些新经济代表了未来，但是远超合理的估值水平，意味着中概股的泡沫可能即将到达溢出的水平。","news_type":1,"symbols_score_info":{"TME":0.9,"VIPS":0.9,"BILI":0.9,"IQ":0.9,"LI":0.9,"BEKE":0.9,"NIO":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":2528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359340565,"gmtCreate":1616368890057,"gmtModify":1704793068538,"author":{"id":"3569462951873528","authorId":"3569462951873528","name":"宠辱不惊山不转水转","avatar":"https://static.tigerbbs.com/64d4fb58ae3688d4f5aa263934d8d567","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569462951873528","idStr":"3569462951873528"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359340565","repostId":"2121456431","repostType":4,"repost":{"id":"2121456431","kind":"news","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1616287967,"share":"https://ttm.financial/m/news/2121456431?lang=en_US&edition=fundamental","pubTime":"2021-03-21 08:52","market":"us","language":"zh","title":"Soared 19 times in 6 months! This chip stock is completely on fire, what is the origin?","url":"https://stock-news.laohu8.com/highlight/detail?id=2121456431","media":"券商中国","summary":"据悉，阿瓦隆A1246矿机算力为90T，是效率最高的矿机之一。此次交易金额达271.3万美元。矿机将分3次交付，预计3月交付300台，5月交付50台，8月交付250台。不过，有说法称，该“矿场”，是俄军和私人投资者分成的。挖矿行业每年新增收入或达1000亿各种矿场的建立，显著的拉动了对矿机的需求，作为矿机生产商的嘉楠科技备受基金经理宠幸。比特币挖矿行业的年新增收入或超过100","content":"<p>Since the emergence of mining machine chip stocks, fund managers have many more reasons to buy Bitcoin. Affected by the continuous rise in Bitcoin prices, Chinese concept stocks, which are mainly engaged in the mining machine chip business, have become the darling in the eyes of fund managers.</p><p><b>As of the close on March 20, Beijing time, Chinese concept stocks listed in the United States<a href=\"https://laohu8.com/S/CAN\">Canaan Technology</a>The stock price fell 4.5%. As of March 20, Canaan Technology's stock price has increased by more than 5 times this year, and 15 times in the last six months. During this period, the highest stock price has increased by 19 times. After a week of continuous corrections, as of March 20, the current market value has fallen back to 28.4 billion yuan.</b></p><p><a href=\"https://laohu8.com/S/06178\">Everbright Securities</a>Said that the mining industry is expected to add 18 billion US dollars in revenue every year. Canaan Technology is currently<a href=\"https://laohu8.com/S/00981\">SMIC</a>The main customers of N+1 advanced manufacturing process have cooperated in the production of new mining machines (90TH/s), and have achieved batch spot shipments. The annual output is expected to exceed 400,000 units.</p><p><b>Bitcoin prices are far away from mining costs, and demand for mining machines is hot</b></p><p>If fund managers directly buy Bitcoin, it may make prudent traditional investors feel ridiculous, but it seems much more logical to share Bitcoin's market by buying \"AI chip company stocks\".</p><p>As of the close on March 20, Beijing time, Canaan Technology, a Chinese concept stock listed in the United States, fell 4.5%. After the stock hit a new high on March 12, it has been pulling back for a week. According to the data, the stock price of Canaan Technology has increased by more than 5 times this year. The stock price increase in the last six months has reached 15 times based on the closing price on March 20th. If calculated based on March 12th, it will reach a maximum of 19 times. The market value of Canaan Technology after the current decline is 28.4 billion yuan.</p><p>Headquartered in Beijing, Canaan Technology is a company engaged in independent AI chip research and development and providing high-performance computing services. To be more accurate, Canaan Technology is a mining machine research and development company in Bitcoin. About 90% of the company's revenue comes from mining machine chips and related businesses. Mining machines are the most basic link in Bitcoin's ecosystem.</p><p>The hot price of Bitcoin continues to rise, which has significantly driven the demand for mining.</p><p>\"The higher the price, the greater the benefits of mining. After the price in Bitcoin falls below US $5,000, the mining machines can't be sold, and even the cost of electricity is very difficult.\" An investor who owns a mine in Bitcoin in South China told a brokerage China reporter at an exchange meeting that the sales of mining machines in Bitcoin are directly affected by the price in Bitcoin. If the price in Bitcoin is too low, it will impact the cost of mining.</p><p>According to the market on March 18th, the latest price of Bitcoin remained around US $58,000, which is a very attractive price for mining investors, which means that the price of Bitcoin is much higher than the cost of mining.</p><p>The high price situation has stimulated the sales of Bitcoin mining machines.</p><p>On March 2 this year, cryptocurrency mining company IntegratedVenturesInc announced the purchase of 600 Avalon A1246 mining machines (Avalon 1246) produced by Canaan Technology. It is reported that the Avalon A1246 mining machine has a computing power of 90T and is one of the most efficient mining machines. The transaction amounted to US $2.713 million. The mining machines will be delivered in three installments, with 300 units expected to be delivered in March, 50 units in May, and 250 units in August.</p><p>On January 27 this year, when the Bitcoin price remained around US $35,000, Bitcoin's mining machines were already very easy to sell. According to the official public account of Canaan, on January 27 this year, Canaan Technology signed an order for 6,000 Avalon mining machines with the mining giant CoreScientific, and reached a cooperation intention with the start-up company DroneEnergy in the procurement of mining machines. Prior to this, Canaan Technology also signed a purchase order for 6,400 mining machines with HIVEBlockChain.</p><p><b>Bitcoin has helped mining machinery companies a lot by institutional sweeping goods</b></p><p>Institutional investors in traditional industries have entered the market to sweep Bitcoin, raising the price of Bitcoin and staying away from the cost of mining, which has helped mining machinery companies a lot.</p><p>On March 18, Hong Kong stock listed companies<a href=\"https://laohu8.com/S/01357\">Meitu Corporation</a>It was announced that the subsidiary MiracleVision further purchased in open market transactions on March 17, 2021 under the cryptocurrency investment plan: 16,000 units of Ethereum (purchased according to Ethereum), with a total consideration of approximately US $28.4 million; Bitcoin of approximately 386.09 units (purchased pursuant to Bitcoin) for a total consideration of approximately $21.6 million. As of the date of the announcement, Meitu has accumulated net purchases of cryptocurrency worth approximately US $90 million.</p><p>Previously, on March 5, Meitu announced that it would purchase 15,000 units of Ethereum and 379.12 units of Bitcoin in open market transactions, with total considerations of approximately US $22.1 million and US $17.9 million respectively.</p><p>Meitu said in the announcement that these purchases were made in accordance with a cryptocurrency investment plan previously approved by the company's board of directors, according to which the group plans to purchase cryptocurrencies with a net amount of no more than US $100 million, which is funded by the company's existing cash reserves. Subsequently, the company's board of directors will implement the cryptocurrency investment plan as appropriate according to the situation of the cryptocurrency market.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>A report by strategist Nikolaos Panigirtzoglou shows that so far, retail investors have bought more than 187,000 Bitcoin, while institutional investors have bought approximately 172,684 Bitcoin.</p><p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>A new investor report written by the wealth management department of the company on March 17 outlined cryptocurrencies as an emerging investable asset class. The report said: For speculative investments to rise to the level of investable asset classes and play a role in a diversified portfolio, transformative progress will be needed on both supply and demand sides.</p><p>The change in institutional attitude towards Bitcoin assets is unexpected. according to<a href=\"https://laohu8.com/S/CME\">Chicago Mercantile Exchange</a>According to the group's data, as of February 2021, the open position of Bitcoin futures has increased by at least 100% for eight consecutive months, and the capital involved in these contracts has increased exponentially at an annual rate of 145%, from US $156 million at the end of February 2020 to US $2.34 billion a year later. The increase is more than three times the 425% increase in prices in Bitcoin last year. This also further reflects the demand of institutional investors for this asset class, which has reached unprecedented levels.</p><p>Now that the price of Bitcoin has risen to more than $50,000, investors' interest in trading Bitcoin has greatly increased, which has also made it profitable for investors in mines digging Bitcoin. This means that every Bitcoin dug up can be supplied to investors in the secondary market at a price of more than 50,000 US dollars.</p><p>According to news on March 18, Pakistan's Khyber Pakhtunkhwa province plans to establish two pilot cryptocurrency mining farms powered by hydropower. Earlier, on January 13, the province announced the launch of two state-owned Bitcoin mines, saying that the legislative bill for this action had been passed in the provincial parliament.</p><p>Ten days ago, on March 8, the Russian Ministry of Defense's \"Red Star TV\" announced information about a large cryptocurrency mine under the \"supervision\" of the Russian army. The mine is located at a hydropower station near Irkutsk, Siberia. The mine has thousands of mining machines. The extremely cold geographical environment provides the mine with good heat dissipation conditions and low water and electricity costs. However, it is said that the \"mine\" was divided between the Russian army and private investors.</p><p><b>The mining industry's annual new revenue may reach 100 billion</b></p><p>The establishment of various mines has significantly boosted the demand for mining machines. As a manufacturer of mining machines, Canaan Technology is favored by fund managers.</p><p>According to the information disclosed by listed companies, as of the end of last year, nearly 20 funds held shares of Canaan Technology. Fund managers directly hold Bitcoin, which may make conservative investors feel ridiculous at the moment, but it seems logical to hold Canaan Technology's shares in the name of buying \"AI chip companies\" to share Bitcoin's market.</p><p>The investment of A-share listed companies in Canaan Technology may also be the same strategy, so as to avoid listed companies directly deploying Bitcoin and being questioned by regulatory agencies.</p><p>Brokerage China reporters noticed that,<a href=\"https://laohu8.com/S/600226\">* ST Hanye</a>Invested 200 million yuan to hold 99.50% of the shares of Shanghai Yongtang. Shanghai Yongtang indirectly invested in Hangzhou Jianan Yunzhi Information Technology Co., Ltd. through Guihu Fund, and the company's final holding ratio of this investment project was less than 1%. Based on the fact that * ST Hanye indirectly holds Canaan Technology, the stock price of this stock has been rising continuously this year. As of March 18, * ST Hanye's stock price has increased by nearly 75% this year, and its market value is also close to 9 billion.</p><p><a href=\"https://laohu8.com/S/601788\">Everbright Securities</a>It was pointed out in a report that Canaan Technology was the first to deploy in Bitcoin's mining industry, and its mining machinery production capacity will be the most sufficient in 2021. Canaan Technology is currently<a href=\"https://laohu8.com/S/688981\">SMIC</a>The main customers of N+1 advanced manufacturing process have cooperated in the production of new mining machines (90TH/s), and have achieved batch spot shipments. The annual output is expected to exceed 400,000 units.</p><p>Canaan Technology is currently the only manufacturer with a multi-fab strategy. Due to the use of N+1 process chips for mass production, it has largely buffered the occupation of wafer production capacity by GPU mining graphics cards and 5G mobile phones. In the report, Everbright Securities predicts that the market size of the mining machinery industry this year will be approximately 22.6 billion RMB, and it is expected that the shipment volume in the first half of the year will be 270,000 units (150,000 units in SMIC,<a href=\"https://laohu8.com/S/TSM\">TSMC</a>120,000 units), and shipments in the second half of the year were 520,000 units (250,000 units from SMIC, 120,000 units from TSMC, and 150,000 units from others).</p><p>The annual new revenue of Bitcoin's mining industry may exceed 100 billion yuan. Everbright Securities pointed out that 2020-2024 is the fourth halving cycle of Bitcoin. The number of daily mining reward Bitcoin is 900, and the transaction fee is about 100, totaling about 1,000, at a price of 50,000 US dollars per piece. Calculated, the mining industry is expected to increase revenue by about 1000X50000X365 = 18 billion US dollars every year.</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>Soared 19 times in 6 months! This chip stock is completely on fire, what is the origin?</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\">\nSoared 19 times in 6 months! This chip stock is completely on fire, what is the origin?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time smaller\">2021-03-21 08:52</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Since the emergence of mining machine chip stocks, fund managers have many more reasons to buy Bitcoin. Affected by the continuous rise in Bitcoin prices, Chinese concept stocks, which are mainly engaged in the mining machine chip business, have become the darling in the eyes of fund managers.</p><p><b>As of the close on March 20, Beijing time, Chinese concept stocks listed in the United States<a href=\"https://laohu8.com/S/CAN\">Canaan Technology</a>The stock price fell 4.5%. As of March 20, Canaan Technology's stock price has increased by more than 5 times this year, and 15 times in the last six months. During this period, the highest stock price has increased by 19 times. After a week of continuous corrections, as of March 20, the current market value has fallen back to 28.4 billion yuan.</b></p><p><a href=\"https://laohu8.com/S/06178\">Everbright Securities</a>Said that the mining industry is expected to add 18 billion US dollars in revenue every year. Canaan Technology is currently<a href=\"https://laohu8.com/S/00981\">SMIC</a>The main customers of N+1 advanced manufacturing process have cooperated in the production of new mining machines (90TH/s), and have achieved batch spot shipments. The annual output is expected to exceed 400,000 units.</p><p><b>Bitcoin prices are far away from mining costs, and demand for mining machines is hot</b></p><p>If fund managers directly buy Bitcoin, it may make prudent traditional investors feel ridiculous, but it seems much more logical to share Bitcoin's market by buying \"AI chip company stocks\".</p><p>As of the close on March 20, Beijing time, Canaan Technology, a Chinese concept stock listed in the United States, fell 4.5%. After the stock hit a new high on March 12, it has been pulling back for a week. According to the data, the stock price of Canaan Technology has increased by more than 5 times this year. The stock price increase in the last six months has reached 15 times based on the closing price on March 20th. If calculated based on March 12th, it will reach a maximum of 19 times. The market value of Canaan Technology after the current decline is 28.4 billion yuan.</p><p>Headquartered in Beijing, Canaan Technology is a company engaged in independent AI chip research and development and providing high-performance computing services. To be more accurate, Canaan Technology is a mining machine research and development company in Bitcoin. About 90% of the company's revenue comes from mining machine chips and related businesses. Mining machines are the most basic link in Bitcoin's ecosystem.</p><p>The hot price of Bitcoin continues to rise, which has significantly driven the demand for mining.</p><p>\"The higher the price, the greater the benefits of mining. After the price in Bitcoin falls below US $5,000, the mining machines can't be sold, and even the cost of electricity is very difficult.\" An investor who owns a mine in Bitcoin in South China told a brokerage China reporter at an exchange meeting that the sales of mining machines in Bitcoin are directly affected by the price in Bitcoin. If the price in Bitcoin is too low, it will impact the cost of mining.</p><p>According to the market on March 18th, the latest price of Bitcoin remained around US $58,000, which is a very attractive price for mining investors, which means that the price of Bitcoin is much higher than the cost of mining.</p><p>The high price situation has stimulated the sales of Bitcoin mining machines.</p><p>On March 2 this year, cryptocurrency mining company IntegratedVenturesInc announced the purchase of 600 Avalon A1246 mining machines (Avalon 1246) produced by Canaan Technology. It is reported that the Avalon A1246 mining machine has a computing power of 90T and is one of the most efficient mining machines. The transaction amounted to US $2.713 million. The mining machines will be delivered in three installments, with 300 units expected to be delivered in March, 50 units in May, and 250 units in August.</p><p>On January 27 this year, when the Bitcoin price remained around US $35,000, Bitcoin's mining machines were already very easy to sell. According to the official public account of Canaan, on January 27 this year, Canaan Technology signed an order for 6,000 Avalon mining machines with the mining giant CoreScientific, and reached a cooperation intention with the start-up company DroneEnergy in the procurement of mining machines. Prior to this, Canaan Technology also signed a purchase order for 6,400 mining machines with HIVEBlockChain.</p><p><b>Bitcoin has helped mining machinery companies a lot by institutional sweeping goods</b></p><p>Institutional investors in traditional industries have entered the market to sweep Bitcoin, raising the price of Bitcoin and staying away from the cost of mining, which has helped mining machinery companies a lot.</p><p>On March 18, Hong Kong stock listed companies<a href=\"https://laohu8.com/S/01357\">Meitu Corporation</a>It was announced that the subsidiary MiracleVision further purchased in open market transactions on March 17, 2021 under the cryptocurrency investment plan: 16,000 units of Ethereum (purchased according to Ethereum), with a total consideration of approximately US $28.4 million; Bitcoin of approximately 386.09 units (purchased pursuant to Bitcoin) for a total consideration of approximately $21.6 million. As of the date of the announcement, Meitu has accumulated net purchases of cryptocurrency worth approximately US $90 million.</p><p>Previously, on March 5, Meitu announced that it would purchase 15,000 units of Ethereum and 379.12 units of Bitcoin in open market transactions, with total considerations of approximately US $22.1 million and US $17.9 million respectively.</p><p>Meitu said in the announcement that these purchases were made in accordance with a cryptocurrency investment plan previously approved by the company's board of directors, according to which the group plans to purchase cryptocurrencies with a net amount of no more than US $100 million, which is funded by the company's existing cash reserves. Subsequently, the company's board of directors will implement the cryptocurrency investment plan as appropriate according to the situation of the cryptocurrency market.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>A report by strategist Nikolaos Panigirtzoglou shows that so far, retail investors have bought more than 187,000 Bitcoin, while institutional investors have bought approximately 172,684 Bitcoin.</p><p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>A new investor report written by the wealth management department of the company on March 17 outlined cryptocurrencies as an emerging investable asset class. The report said: For speculative investments to rise to the level of investable asset classes and play a role in a diversified portfolio, transformative progress will be needed on both supply and demand sides.</p><p>The change in institutional attitude towards Bitcoin assets is unexpected. according to<a href=\"https://laohu8.com/S/CME\">Chicago Mercantile Exchange</a>According to the group's data, as of February 2021, the open position of Bitcoin futures has increased by at least 100% for eight consecutive months, and the capital involved in these contracts has increased exponentially at an annual rate of 145%, from US $156 million at the end of February 2020 to US $2.34 billion a year later. The increase is more than three times the 425% increase in prices in Bitcoin last year. This also further reflects the demand of institutional investors for this asset class, which has reached unprecedented levels.</p><p>Now that the price of Bitcoin has risen to more than $50,000, investors' interest in trading Bitcoin has greatly increased, which has also made it profitable for investors in mines digging Bitcoin. This means that every Bitcoin dug up can be supplied to investors in the secondary market at a price of more than 50,000 US dollars.</p><p>According to news on March 18, Pakistan's Khyber Pakhtunkhwa province plans to establish two pilot cryptocurrency mining farms powered by hydropower. Earlier, on January 13, the province announced the launch of two state-owned Bitcoin mines, saying that the legislative bill for this action had been passed in the provincial parliament.</p><p>Ten days ago, on March 8, the Russian Ministry of Defense's \"Red Star TV\" announced information about a large cryptocurrency mine under the \"supervision\" of the Russian army. The mine is located at a hydropower station near Irkutsk, Siberia. The mine has thousands of mining machines. The extremely cold geographical environment provides the mine with good heat dissipation conditions and low water and electricity costs. However, it is said that the \"mine\" was divided between the Russian army and private investors.</p><p><b>The mining industry's annual new revenue may reach 100 billion</b></p><p>The establishment of various mines has significantly boosted the demand for mining machines. As a manufacturer of mining machines, Canaan Technology is favored by fund managers.</p><p>According to the information disclosed by listed companies, as of the end of last year, nearly 20 funds held shares of Canaan Technology. Fund managers directly hold Bitcoin, which may make conservative investors feel ridiculous at the moment, but it seems logical to hold Canaan Technology's shares in the name of buying \"AI chip companies\" to share Bitcoin's market.</p><p>The investment of A-share listed companies in Canaan Technology may also be the same strategy, so as to avoid listed companies directly deploying Bitcoin and being questioned by regulatory agencies.</p><p>Brokerage China reporters noticed that,<a href=\"https://laohu8.com/S/600226\">* ST Hanye</a>Invested 200 million yuan to hold 99.50% of the shares of Shanghai Yongtang. Shanghai Yongtang indirectly invested in Hangzhou Jianan Yunzhi Information Technology Co., Ltd. through Guihu Fund, and the company's final holding ratio of this investment project was less than 1%. Based on the fact that * ST Hanye indirectly holds Canaan Technology, the stock price of this stock has been rising continuously this year. As of March 18, * ST Hanye's stock price has increased by nearly 75% this year, and its market value is also close to 9 billion.</p><p><a href=\"https://laohu8.com/S/601788\">Everbright Securities</a>It was pointed out in a report that Canaan Technology was the first to deploy in Bitcoin's mining industry, and its mining machinery production capacity will be the most sufficient in 2021. Canaan Technology is currently<a href=\"https://laohu8.com/S/688981\">SMIC</a>The main customers of N+1 advanced manufacturing process have cooperated in the production of new mining machines (90TH/s), and have achieved batch spot shipments. The annual output is expected to exceed 400,000 units.</p><p>Canaan Technology is currently the only manufacturer with a multi-fab strategy. Due to the use of N+1 process chips for mass production, it has largely buffered the occupation of wafer production capacity by GPU mining graphics cards and 5G mobile phones. In the report, Everbright Securities predicts that the market size of the mining machinery industry this year will be approximately 22.6 billion RMB, and it is expected that the shipment volume in the first half of the year will be 270,000 units (150,000 units in SMIC,<a href=\"https://laohu8.com/S/TSM\">TSMC</a>120,000 units), and shipments in the second half of the year were 520,000 units (250,000 units from SMIC, 120,000 units from TSMC, and 150,000 units from others).</p><p>The annual new revenue of Bitcoin's mining industry may exceed 100 billion yuan. Everbright Securities pointed out that 2020-2024 is the fourth halving cycle of Bitcoin. The number of daily mining reward Bitcoin is 900, and the transaction fee is about 100, totaling about 1,000, at a price of 50,000 US dollars per piece. Calculated, the mining industry is expected to increase revenue by about 1000X50000X365 = 18 billion US dollars every year.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2182a8a021a8689200e0ade3f44083dc","relate_stocks":{"159813":"芯片","CAN":"嘉楠科技"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2121456431","content_text":"自从有了矿机芯片股票，基金经理买比特币的理由，多了很多。受比特币价格连续走高的影响，主营矿机芯片业务的中概股成为基金经理眼中的宠儿。截至北京时间3月20日收盘，在美上市的中概股嘉楠科技股价大跌4.5%。截至3月20日，嘉楠科技今年以来的股价涨幅超过5倍，最近6个月涨幅15倍，期间最高股价涨幅达到19倍，在连续回调一周后，截止3月20日，当前市值回落至284亿人民币。光大证券表示，挖矿行业每年有望新增收入180亿美金，嘉楠科技目前是中芯国际N+1先进制程的主要客户，合作进行新型矿机（90TH/s）的生产，并已实现批量现货出货，预计全年产量超过40万台。比特币价格远离挖矿成本，矿机需求火爆如果基金经理直接购买比特币，可能令稳健的传统投资者感到荒唐，但通过以购买“AI芯片公司股票”分享比特币的行情，看起来顺理成章的多。截至北京时间3月20收盘，在美上市的中概股嘉楠科技大跌4.5%，该股再去3月12日创出新高后，已连续回调一周。数据显示，嘉楠科技今年以来的股价涨幅超过5倍，最近6个月的股价涨幅按3月20日收盘计算达15倍，若按照3月12日计算，最高达到19倍，嘉楠科技截止目前回落后的市值为284亿人民币。嘉楠科技总部位于北京，是一家从事自主AI芯片研发、提供高性能计算服务的公司。更准确的说法，嘉楠科技是一家比特币矿机研发公司，该公司约90%的收入来自矿机芯片及其相关业务，矿机是比特币生态中最基础的一大环节。比特币价格持续走高的火爆行情，显著带动了挖矿的需求。“价格越高，挖矿的利益越大，比特币价格跌破5000美元后，矿机就卖不动了，连用电的成本都很为难。”华南地区的一位拥有比特币矿场的投资者在一次交流会上对券商中国记者表示，比特币矿机销售直接受比特币价格的影响，比特币价格如果太低，就会冲击挖矿的成本。按照3月18日的行情，比特币最新价格维持在58000美元附近，对挖矿的投资者而言，这是一个极具吸引力的价格，意味着比特币的价格远远高于挖矿的成本。价格高高在上的状况，刺激了比特币矿机的销售。今年3月2日，加密货币挖矿公司IntegratedVenturesInc宣布购买600台嘉楠科技生产的阿瓦隆A1246矿机(Avalon1246)。据悉，阿瓦隆A1246矿机算力为90T，是效率最高的矿机之一。此次交易金额达271.3万美元。矿机将分3次交付，预计3月交付300台，5月交付50台，8月交付250台。今年1月27日，也就是比特币价格维持在35000美元附近时，比特币的矿机就已经非常好卖了。据嘉楠耘智官方公众号消息，今年1月27日，嘉楠科技与矿业巨头CoreScientific签署6000台阿瓦隆矿机订单，并与初创公司DroneEnergy达成了矿机采购合作意向。在此之前，嘉楠科技还与HIVEBlockChain签署了6400台的矿机采购订单。机构扫货比特币帮了矿机公司大忙传统行业的机构投资者入场扫货比特币，拉高比特币的价格，远离挖矿的成本，帮了矿机公司的大忙。3月18日，港股上市公司美图公司发布公告，子公司MiracleVision于2021年3月17日根据加密货币投资计划在公开市场交易中进一步购买了：1.6万单位的以太币（根据以太币购买），总对价约为2840万美元；约386.09单位的比特币（根据比特币购买），总对价约为2160万美元。截至公告日期，美图已累计净购买了价值约9000万美元的加密货币。此前3月5日，美图公司公告，将在公开市场交易中购买1.5万单位的以太币和379.12单位的比特币，总对价分别约为2210万美元和1790万美元。美图在公告中表示，这些购买是根据该公司董事会先前批准的一项加密货币投资计划进行的，据此该集团计划，可以购买净额不超过1亿美元的加密货币，其资金来源为该公司现有的现金储备。后续该公司董事会根据密货市场情况，酌情执行加密货币投资计划。摩根大通策略师NikolaosPanigirtzoglou的一份报告显示，截至目前，散户投资者已经购买了超过187000枚比特币，而机构投资者大约购买了172684枚比特币。摩根士丹利的财富管理部门则在3月17日撰写的一份新的投资者报告，概述了加密货币作为新兴的可投资资产类别的情况。报告中称：要使投机性投资上升到可投资资产类别的水平，并在多元化的投资组合中发挥作用，就需要在供需双方都取得变革性进展。机构对比特币资产的态度变化是令人始料不及的。根据芝加哥商品交易所集团的数据，截至2021年2月，比特币期货未平仓头寸连续8个月至少增长了100%，这些合约所涉及的资本以145%的年率指数增长，从2020年2月底的1.56亿美元增长到一年后的23.4亿美元。这种涨幅是比特币价格去年425%涨幅的三倍多。这也进一步反映了机构投资者对这一资产类别的需求，已经达到了前所未有的水平。既然比特币价格上涨到5万美元以上后，投资者对交易比特币的兴趣大增，也使得挖掘比特币的矿场投资者变得有利可图。这意味着每挖出一枚比特币，便可以以5万美元以上的价格，在二级市场供应给投资者。3月18日消息，巴基斯坦开伯尔－普赫图赫瓦省计划建立两个由水力发电支持的加密货币矿场试点。此前1月13日，该省曾宣布启动两个国有比特币矿场，并称持该行动的立法法案已在该省议会中获得通过。而在十天前的3月8日，俄国防部《红星电视台》公布了一个在俄军“监督”下的大型加密货币矿场的信息。该矿场位于西伯利亚伊尔库茨克附近的一个水电站，该矿场拥有成千上万矿机。极寒的地理环境给矿场提供了良好的散热条件，以及低廉的水电费用。不过，有说法称，该“矿场”，是俄军和私人投资者分成的。挖矿行业每年新增收入或达1000亿各种矿场的建立，显著的拉动了对矿机的需求，作为矿机生产商的嘉楠科技备受基金经理宠幸。根据上市公司披露的信息，截至去年底的数据，约有接近20家基金持有嘉楠科技的股票。基金经理直接持有比特币，在当下可能令保守型的投资者感到荒唐，但通过购买“AI芯片公司”的名义持有嘉楠科技的股票，从而分享比特币的行情，看起来顺理成章的多。A股上市公司对嘉楠科技的投资，可能也是如此策略，以避免上市公司直接布局比特币，遭到监管机构的问询。券商中国记者注意到，*ST瀚叶出资20000万元持有上海雍棠99.50%的股份，上海雍棠通过趵虎基金间接投资了杭州嘉楠耘智信息科技有限公司，该公司对该投资项目的最终持有比例低于1%。基于*ST瀚叶间接持有嘉楠科技的事实，该股股价今年以来连续走高，截至3月18日，*ST瀚叶今年以来的股价涨幅接近75%，市值也接近90亿。光大证券在一份报告中指出，嘉楠科技最早布局比特币矿业，2021年矿机产能最为充足。嘉楠科技目前是中芯国际N+1先进制程的主要客户，合作进行新型矿机（90TH/s）的生产，并已实现批量现货出货，预计全年产量超过40万台。嘉楠科技则是目前唯一多晶圆厂策略的厂商。由于采用N+1制程芯片进行量产，在很大程度上缓冲了GPU挖矿显卡和5G手机对晶圆产能的占用。在报告中，光大证券预计今年矿机行业市场规模约为226亿元RMB，预计上半年出货量27万台（中芯国际15万台、台积电12万台），下半年出货量52万台（中芯国际25万台、台积电12万台、其它15万台）。比特币挖矿行业的年新增收入或超过1000亿元人民币。光大证券指出，2020-2024年为比特币的第四个减半周期，每日挖矿奖励比特币数量为900枚，交易手续费用约100枚，合计约1000枚，以5万美金/枚价格计算，挖矿行业每年有望新增收入约1000X50000X365=180亿美金。","news_type":1,"symbols_score_info":{"159813":0.9,"CAN":0.9}},"isVote":1,"tweetType":1,"viewCount":2017,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350892605,"gmtCreate":1616172662607,"gmtModify":1704791926422,"author":{"id":"3569462951873528","authorId":"3569462951873528","name":"宠辱不惊山不转水转","avatar":"https://static.tigerbbs.com/64d4fb58ae3688d4f5aa263934d8d567","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569462951873528","idStr":"3569462951873528"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350892605","repostId":"1156201603","repostType":4,"isVote":1,"tweetType":1,"viewCount":2114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328019976,"gmtCreate":1615474373395,"gmtModify":1704783323243,"author":{"id":"3569462951873528","authorId":"3569462951873528","name":"宠辱不惊山不转水转","avatar":"https://static.tigerbbs.com/64d4fb58ae3688d4f5aa263934d8d567","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569462951873528","idStr":"3569462951873528"},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/328019976","repostId":"1126214921","repostType":4,"repost":{"id":"1126214921","kind":"ne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20:28","market":"us","language":"zh","title":"Station B passed the hearing of the Hong Kong Stock Exchange and was sought after by large institutional investors","url":"https://stock-news.laohu8.com/highlight/detail?id=1126214921","media":"腾讯新闻","summary":"3月11日，腾讯新闻《一线》独家获悉，B站已于今日下午通过了港交所聆讯。这意味着，回港二次上市的B站招股最快将于下周启动。这也是2021年第一个回港二次上市的明星公司。多位在港的大型机构投资人对腾讯新","content":"<p>On March 11, Tencent News \"First Line\" exclusively learned that Station B had passed the hearing of the Hong Kong Stock Exchange this afternoon.</p><p>This means that the IPO of Bilibili, which returns to Hong Kong for secondary listing, will start as soon as next week. This is also the first star company to return to Hong Kong for secondary listing in 2021.</p><p>A number of large institutional investors in Hong Kong told Tencent News \"First Line\" that they would consider placing orders, and believed that Station B is a rare good project in this wave of returning to Hong Kong. The market may appear in the previous situation of Kuaishou IPO: orders are squeezed out. Among them, Kuaishou's institutional allotment exceeded 38 times at that time, and retail investors subscribed by more than 1.4 million people, a total excess of 1,000 times.</p><p>Tencent News \"First Line\" has not yet been informed of the specific fundraising amount of bilibili. According to market estimates, Bilibili's fundraising this time is about US $3 billion, equivalent to about HK $23 billion.</p><p>Referring to Alibaba and NetEase, which returned to Hong Kong for secondary listing before, the final pricing of these companies is based on US stocks, and some fluctuations are made on this basis.</p><p>Affected by this news, Bilibili rose more than 7% before the market.</p><p><img src=\"https://static.tigerbbs.com/ee111c463652b63f43e74f0eb1095183\" tg-width=\"840\" tg-height=\"608\" referrerpolicy=\"no-referrer\"></p>","source":"TXXW","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>Station B passed the hearing of the Hong Kong Stock Exchange and was sought after by large institutional investors</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\">\nStation B passed the hearing of the Hong Kong Stock Exchange and was sought after by large institutional investors\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">腾讯新闻</strong><span class=\"h-time small\">2021-03-11 20:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p>On March 11, Tencent News \"First Line\" exclusively learned that Station B had passed the hearing of the Hong Kong Stock Exchange this afternoon.</p><p>This means that the IPO of Bilibili, which returns to Hong Kong for secondary listing, will start as soon as next week. This is also the first star company to return to Hong Kong for secondary listing in 2021.</p><p>A number of large institutional investors in Hong Kong told Tencent News \"First Line\" that they would consider placing orders, and believed that Station B is a rare good project in this wave of returning to Hong Kong. The market may appear in the previous situation of Kuaishou IPO: orders are squeezed out. Among them, Kuaishou's institutional allotment exceeded 38 times at that time, and retail investors subscribed by more than 1.4 million people, a total excess of 1,000 times.</p><p>Tencent News \"First Line\" has not yet been informed of the specific fundraising amount of bilibili. According to market estimates, Bilibili's fundraising this time is about US $3 billion, equivalent to about HK $23 billion.</p><p>Referring to Alibaba and NetEase, which returned to Hong Kong for secondary listing before, the final pricing of these companies is based on US stocks, and some fluctuations are made on this basis.</p><p>Affected by this news, Bilibili rose more than 7% before the market.</p><p><img src=\"https://static.tigerbbs.com/ee111c463652b63f43e74f0eb1095183\" tg-width=\"840\" tg-height=\"608\" referrerpolicy=\"no-referrer\"></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://new.qq.com/omn/20210311/20210311A0DG8T00.html\">腾讯新闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/959e12dad805ef7134e41190825f878a","relate_stocks":{"BILI":"哔哩哔哩"},"source_url":"https://new.qq.com/omn/20210311/20210311A0DG8T00.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1126214921","content_text":"3月11日，腾讯新闻《一线》独家获悉，B站已于今日下午通过了港交所聆讯。这意味着，回港二次上市的B站招股最快将于下周启动。这也是2021年第一个回港二次上市的明星公司。多位在港的大型机构投资人对腾讯新闻《一线》表示会考虑下单，并认为，B站是这一波回港潮中难得的好项目。市场或将会出现之前快手IPO时的状况：订单被挤爆。其中当时快手的机构配售超额了38倍，散户则超140万人认购，共超额1000倍。腾讯新闻《一线》暂未获悉B站此次具体的募资额。据市场人士估计，B站此次募资约在30亿美元左右，折合约230亿港元。参照之前回港二次上市的阿里巴巴及网易等，这些公司最后定价都是以美股为基准，并在此基础上做一些浮动。受此消息影响，哔哩哔哩盘前涨超7%。","news_type":1,"symbols_score_info":{"BILI":0.9}},"isVote":1,"tweetType":1,"viewCount":2338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":361045232,"gmtCreate":1614181468026,"gmtModify":1704889268799,"author":{"id":"3569462951873528","authorId":"3569462951873528","name":"宠辱不惊山不转水转","avatar":"https://static.tigerbbs.com/64d4fb58ae3688d4f5aa263934d8d567","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569462951873528","idStr":"3569462951873528"},"themes":[],"htmlText":"????","listText":"????","text":"????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/361045232","repostId":"1169580180","repostType":4,"repost":{"id":"1169580180","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":1614177656,"share":"https://ttm.financial/m/news/1169580180?lang=en_US&edition=fundamental","pubTime":"2021-02-24 22:40","market":"us","language":"zh","title":"Popular Chinese concept stocks are \"sluggish\", Baidu and NetEase fall more than 5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1169580180","media":"老虎资讯综合","summary":"2月24日盘初，热门中概股多数下挫，网易、百度跌超5%，跟谁学、拼多多、腾讯音乐、哔哩哔哩跌超4%，京东、爱奇艺、贝壳、拼多多跌超3%，小鹏汽车跌超2%，阿里巴巴跌超1%。","content":"<p>At the beginning of the session on February 24, most popular Chinese concept stocks fell.<a href=\"https://laohu8.com/S/NTES\">NetEase</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Fell more than 5%,<a href=\"https://laohu8.com/S/GSX\">Who to learn from</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>、<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Fell more than 4%, JD.com,<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>、<a href=\"https://laohu8.com/S/BEKE\">Shells</a>, Pinduoduo fell more than 3%,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Fell more than 2%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Fell more than 1%.</p><p><img src=\"https://static.tigerbbs.com/c3ffd5566fda6e7fd6917d9ab3a50748\" tg-width=\"840\" tg-height=\"470\" 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\" />\n<title>Popular Chinese concept stocks are \"sluggish\", Baidu and NetEase fall more than 5%</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\">\nPopular Chinese concept stocks are \"sluggish\", Baidu and NetEase fall more than 5%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2021-02-24 22:40</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>At the beginning of the session on February 24, most popular Chinese concept stocks fell.<a href=\"https://laohu8.com/S/NTES\">NetEase</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Fell more than 5%,<a href=\"https://laohu8.com/S/GSX\">Who to learn from</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>、<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Fell more than 4%, JD.com,<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>、<a href=\"https://laohu8.com/S/BEKE\">Shells</a>, Pinduoduo fell more than 3%,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Fell more than 2%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Fell more than 1%.</p><p><img src=\"https://static.tigerbbs.com/c3ffd5566fda6e7fd6917d9ab3a50748\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/58c571cf0b4357240a7b67c1db539b4a","relate_stocks":{"BIDU":"百度"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169580180","content_text":"2月24日盘初，热门中概股多数下挫，网易、百度跌超5%，跟谁学、拼多多、腾讯音乐、哔哩哔哩跌超4%，京东、爱奇艺、贝壳、拼多多跌超3%，小鹏汽车跌超2%，阿里巴巴跌超1%。","news_type":1,"symbols_score_info":{"BIDU":0.9}},"isVote":1,"tweetType":1,"viewCount":2158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":9052346274,"gmtCreate":1655130633698,"gmtModify":1676535567053,"author":{"id":"3569462951873528","authorId":"3569462951873528","name":"宠辱不惊山不转水转","avatar":"https://static.tigerbbs.com/64d4fb58ae3688d4f5aa263934d8d567","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569462951873528","authorIdStr":"3569462951873528"},"themes":[],"htmlText":"128 can buy","listText":"128 can buy","text":"128 can buy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9052346274","isVote":1,"tweetType":1,"viewCount":2058,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":349343893,"gmtCreate":1617552394612,"gmtModify":1704700386573,"author":{"id":"3569462951873528","authorId":"3569462951873528","name":"宠辱不惊山不转水转","avatar":"https://static.tigerbbs.com/64d4fb58ae3688d4f5aa263934d8d567","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569462951873528","authorIdStr":"3569462951873528"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/349343893","repostId":"2124399667","repostType":4,"repost":{"id":"2124399667","kind":"news","pubTimestamp":1617520422,"share":"https://ttm.financial/m/news/2124399667?lang=en_US&edition=fundamental","pubTime":"2021-04-04 15:13","market":"hk","language":"zh","title":"Overturn Tesla? \"Rebus\" may think it's easier to fuck Godzilla","url":"https://stock-news.laohu8.com/highlight/detail?id=2124399667","media":"见智研究所","summary":"3月30日，小米集团发布公告，宣布正式进军智能电动汽车业务，首期投资100亿元人民币，当日晚，雷军拖着带病的身体亲自上台为小米造车造势，继「雷布斯」之后，再收获一个「雷斯克」的外号。随后，3月31日晚","content":"<p>On March 30, Xiaomi Group issued an announcement announcing its official entry into<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>In the electric vehicle business, the initial investment was 10 billion yuan. On the evening of the same day, Lei Jun dragged his sick body to the stage to build momentum for Xiaomi to build cars. After Rebus, he gained the nickname of Reske.</p><p><img src=\"https://static.tigerbbs.com/53c24a4ebf1d8efd4a028ed9d2306d7a\" tg-width=\"708\" tg-height=\"367\" referrerpolicy=\"no-referrer\"></p><p>Subsequently, on the evening of March 31, Xiaomi Group announced the repurchase of 19.3076 million Class B ordinary shares at a cost of approximately HK $499 million.</p><p>Previously, on March 12, Xiaomi Group recently issued an announcement. After the end of the ban on trading period (i.e. March 24), Xiaomi announced that it would start repurchasing shares in the open market from time to time, with a repurchase limit of HK $10 billion (approximately RMB 8.37 billion).</p><p><img src=\"https://static.tigerbbs.com/fbb72eae6eee5988d0d7dfc3315ae084\" tg-width=\"600\" tg-height=\"565\" referrerpolicy=\"no-referrer\"></p><p>Where is Xiaomi's confidence in building cars?</p><p>Lei Jun's passionate speech at Xiaomi's press conference touched many rice fans, and summarized Xiaomi's confidence in building cars into four points:</p><p>1. Xiaomi has successfully made many new products;</p><p>2. Have the best ecology in the world;</p><p>3. Supported by rice noodles;</p><p>4. Have money and afford to lose money.</p><p>Xiaomi, which has been in business for ten years, has indeed successfully produced many new products. Xiaomi mobile phones will rank third with a global market share of 12.1% in 2020.</p><p><img src=\"https://static.tigerbbs.com/18660f83f4a2e4539bef25107bfd0dda\" tg-width=\"402\" tg-height=\"299\" referrerpolicy=\"no-referrer\"></p><p>The number of AIoT platform device connections in Xiaomi's smart ecosystem has reached 325 million. A series of products known as Xiaomi's family bucket have formed a complete IoT ecosystem around smartphones, which is why rice fans are extremely voicing Xiaomi's car manufacturing.</p><p>The application of Xiaomi series smart products in daily life can be said to be meticulous. More importantly, its intelligence and convenience have long been deeply rooted in the hearts of the people.</p><p>The excellence of Tesla, the forerunner of car manufacturing, is its strong sense of technology. Rice fans undoubtedly look forward to such a product being launched by their own idol, and Xiaomi mobile phones will benchmark against the same level<a href=\"https://laohu8.com/S/AAPL\">Apple</a>It's not that bad, why can't you build a car?</p><p>Therefore, there is the third confidence mentioned by Lei Jun. Xiaomi has the support of rice noodles, and he has frequently expressed his position. It is precisely because of the strong voice of rice noodles that we are determined to build a car. As for the fourth point, if you have money and can afford to lose money, Jianzhi really disagrees.</p><p>Money, burned for Xiaomi cars</p><p>As for how to draw the big pie of building cars, first of all, Xiaomi said that we have enough flour: by the end of 2020, Xiaomi has accumulated a total of 108 billion yuan in cash. The first phase will invest 10 billion yuan to build cars, and the investment in the next 10 years is expected to be 10 billion US dollars.</p><p>This amount is enough for painting cakes, but it is quite difficult to really make cakes.</p><p>First of all, let me explain to you what the concept of initial investment of 10 billion yuan is. If you follow<a href=\"https://laohu8.com/S/NIO\">Nio</a>Founder Li Bin originally concluded that building a car would cost 20 billion yuan to start. Let's take a look at how long it took for Yusanjia and Tesla to build 10 billion yuan:</p><p>Li Bin's Nio vehicle burned out more than 10 billion in the first three years of its listing, and in the fourth year, the net loss in a single year exceeded 10 billion;</p><p>Ho XPeng's<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Mass production started in 2018, with a cumulative loss of 7.812 billion in three years;</p><p>Li Xiang entered the game at the latest, and it was mass-produced at the end of 2019, so the loss was less.<a href=\"https://laohu8.com/S/LI\">Li Auto</a>The cumulative loss was 4.121 billion;</p><p>Tesla burned out the first 10 billion (about 1.5 billion US dollars) from 2007 to 2015, but after expanding production capacity in 16 years, the net loss in a single year reached nearly 15 billion.</p><p><img src=\"https://static.tigerbbs.com/8bb4ce1144250554b3e29d305621dd21\" tg-width=\"720\" tg-height=\"435\" referrerpolicy=\"no-referrer\"></p><p>Is more than 100 billion in cash really a lot?</p><p>Let's talk about the 108 billion cash. At first glance, it seems sufficient, but we don't know the caliber for calculating cash. Looking at Xiaomi's financial report, there are only more than 54 billion in the 2020 annual report anyway.</p><p><img src=\"https://static.tigerbbs.com/ed8c95f26ed10ee8db1ae07c6cbac4ab\" tg-width=\"720\" tg-height=\"159\" referrerpolicy=\"no-referrer\"></p><p>Looking at the debt level, the short-term debt ratio is obviously high. Generally speaking, the ratio of current liabilities to current assets is 1: 2, which is relatively good, but Xiaomi obviously cannot reach this level. Even if Xiaomi really has 108 billion cash, here 72 billion accounts payable don't have to be repaid?</p><p>Moreover, there is a backlog of unpaid downstream accounts at the end of the year, and the company's liquidity is obviously not as comfortable as it looks.</p><p><img src=\"https://static.tigerbbs.com/ef422c6447a9178e7cf321dd2317b0fe\" tg-width=\"720\" tg-height=\"203\" referrerpolicy=\"no-referrer\"></p><p>At the same time, building cars is completely different from building mobile phones and smart peripherals. Isn't the same ecological chain company, LeTV, dragged down by burning money to build cars? Moreover, LeTV makes cars and has no clear boundary with the company's other businesses, causing it to become an unblockable bleeding port.</p><p>Can you make a car after making a mobile phone?</p><p>Admittedly, the ecological chains of Xiaomi and LeTV are different, but Xiaomi's existing resources and the automotive industry can only be said to be similar in shape: both have chips and screens. The problem is that vehicle chips, vehicle screens and mobile phones are two completely different supply chain systems, and there are many differences in certification standards, procurement models, and stocking cycles.</p><p>Xiaomi has to learn another one<a href=\"https://laohu8.com/S/300832\">New industries</a>In other words, we need a team that understands cars. Although Lei Jun said that we have a R&D team of over 10,000 people, I'm afraid those who really understand cars can be counted on one hand.</p><p>What's more, Honor has returned with his 5G mobile phone. The position it originally grabbed must not be given up easily, and Rebus cannot take it lightly in the mobile phone business. Therefore, Xiaomi's car-making is not just a job of starting a business again. For the entire Xiaomi group, how to balance the balance between car-making and the existing ecological chain is still a very important issue. It is not difficult to build a car, but the difficult thing is how to build a competitive car.</p><p>Xiaomi shareholders are uncomfortable</p><p>To sum up the above, Xiaomi's liquidity is not very good. It is not difficult for Xiaomi to build cars with its existing resources. Xiaomi cannot invest too many resources in building cars. Xiaomi is short of money.</p><p>Let's look at Xiaomi's behavior of buying back shares. It's not so difficult to understand. Xiaomi knows that it's not easy to build a car, and it doesn't have that money to burn it. In order to keep the stock price, it started to buy back some shares in advance to protect its financial report. Although Xiaomi said that it would not play financing games, but maybe it might also be to plan in advance for possible future fixed increase behaviors?</p><p>It is unknown whether Xiaomi can build a good car, but Xiaomi's dividends will definitely not be much in the next few years.</p>","source":"lsy1617344810975","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>Overturn Tesla? \"Rebus\" may think it's easier to fuck Godzilla</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\">\nOverturn Tesla? \"Rebus\" may think it's easier to fuck Godzilla\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">见智研究所</strong><span class=\"h-time small\">2021-04-04 15:13</span>\n</p>\n</h4>\n</header>\n<article>\n<p>On March 30, Xiaomi Group issued an announcement announcing its official entry into<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>In the electric vehicle business, the initial investment was 10 billion yuan. On the evening of the same day, Lei Jun dragged his sick body to the stage to build momentum for Xiaomi to build cars. After Rebus, he gained the nickname of Reske.</p><p><img src=\"https://static.tigerbbs.com/53c24a4ebf1d8efd4a028ed9d2306d7a\" tg-width=\"708\" tg-height=\"367\" referrerpolicy=\"no-referrer\"></p><p>Subsequently, on the evening of March 31, Xiaomi Group announced the repurchase of 19.3076 million Class B ordinary shares at a cost of approximately HK $499 million.</p><p>Previously, on March 12, Xiaomi Group recently issued an announcement. After the end of the ban on trading period (i.e. March 24), Xiaomi announced that it would start repurchasing shares in the open market from time to time, with a repurchase limit of HK $10 billion (approximately RMB 8.37 billion).</p><p><img src=\"https://static.tigerbbs.com/fbb72eae6eee5988d0d7dfc3315ae084\" tg-width=\"600\" tg-height=\"565\" referrerpolicy=\"no-referrer\"></p><p>Where is Xiaomi's confidence in building cars?</p><p>Lei Jun's passionate speech at Xiaomi's press conference touched many rice fans, and summarized Xiaomi's confidence in building cars into four points:</p><p>1. Xiaomi has successfully made many new products;</p><p>2. Have the best ecology in the world;</p><p>3. Supported by rice noodles;</p><p>4. Have money and afford to lose money.</p><p>Xiaomi, which has been in business for ten years, has indeed successfully produced many new products. Xiaomi mobile phones will rank third with a global market share of 12.1% in 2020.</p><p><img src=\"https://static.tigerbbs.com/18660f83f4a2e4539bef25107bfd0dda\" tg-width=\"402\" tg-height=\"299\" referrerpolicy=\"no-referrer\"></p><p>The number of AIoT platform device connections in Xiaomi's smart ecosystem has reached 325 million. A series of products known as Xiaomi's family bucket have formed a complete IoT ecosystem around smartphones, which is why rice fans are extremely voicing Xiaomi's car manufacturing.</p><p>The application of Xiaomi series smart products in daily life can be said to be meticulous. More importantly, its intelligence and convenience have long been deeply rooted in the hearts of the people.</p><p>The excellence of Tesla, the forerunner of car manufacturing, is its strong sense of technology. Rice fans undoubtedly look forward to such a product being launched by their own idol, and Xiaomi mobile phones will benchmark against the same level<a href=\"https://laohu8.com/S/AAPL\">Apple</a>It's not that bad, why can't you build a car?</p><p>Therefore, there is the third confidence mentioned by Lei Jun. Xiaomi has the support of rice noodles, and he has frequently expressed his position. It is precisely because of the strong voice of rice noodles that we are determined to build a car. As for the fourth point, if you have money and can afford to lose money, Jianzhi really disagrees.</p><p>Money, burned for Xiaomi cars</p><p>As for how to draw the big pie of building cars, first of all, Xiaomi said that we have enough flour: by the end of 2020, Xiaomi has accumulated a total of 108 billion yuan in cash. The first phase will invest 10 billion yuan to build cars, and the investment in the next 10 years is expected to be 10 billion US dollars.</p><p>This amount is enough for painting cakes, but it is quite difficult to really make cakes.</p><p>First of all, let me explain to you what the concept of initial investment of 10 billion yuan is. If you follow<a href=\"https://laohu8.com/S/NIO\">Nio</a>Founder Li Bin originally concluded that building a car would cost 20 billion yuan to start. Let's take a look at how long it took for Yusanjia and Tesla to build 10 billion yuan:</p><p>Li Bin's Nio vehicle burned out more than 10 billion in the first three years of its listing, and in the fourth year, the net loss in a single year exceeded 10 billion;</p><p>Ho XPeng's<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Mass production started in 2018, with a cumulative loss of 7.812 billion in three years;</p><p>Li Xiang entered the game at the latest, and it was mass-produced at the end of 2019, so the loss was less.<a href=\"https://laohu8.com/S/LI\">Li Auto</a>The cumulative loss was 4.121 billion;</p><p>Tesla burned out the first 10 billion (about 1.5 billion US dollars) from 2007 to 2015, but after expanding production capacity in 16 years, the net loss in a single year reached nearly 15 billion.</p><p><img src=\"https://static.tigerbbs.com/8bb4ce1144250554b3e29d305621dd21\" tg-width=\"720\" tg-height=\"435\" referrerpolicy=\"no-referrer\"></p><p>Is more than 100 billion in cash really a lot?</p><p>Let's talk about the 108 billion cash. At first glance, it seems sufficient, but we don't know the caliber for calculating cash. Looking at Xiaomi's financial report, there are only more than 54 billion in the 2020 annual report anyway.</p><p><img src=\"https://static.tigerbbs.com/ed8c95f26ed10ee8db1ae07c6cbac4ab\" tg-width=\"720\" tg-height=\"159\" referrerpolicy=\"no-referrer\"></p><p>Looking at the debt level, the short-term debt ratio is obviously high. Generally speaking, the ratio of current liabilities to current assets is 1: 2, which is relatively good, but Xiaomi obviously cannot reach this level. Even if Xiaomi really has 108 billion cash, here 72 billion accounts payable don't have to be repaid?</p><p>Moreover, there is a backlog of unpaid downstream accounts at the end of the year, and the company's liquidity is obviously not as comfortable as it looks.</p><p><img src=\"https://static.tigerbbs.com/ef422c6447a9178e7cf321dd2317b0fe\" tg-width=\"720\" tg-height=\"203\" referrerpolicy=\"no-referrer\"></p><p>At the same time, building cars is completely different from building mobile phones and smart peripherals. Isn't the same ecological chain company, LeTV, dragged down by burning money to build cars? Moreover, LeTV makes cars and has no clear boundary with the company's other businesses, causing it to become an unblockable bleeding port.</p><p>Can you make a car after making a mobile phone?</p><p>Admittedly, the ecological chains of Xiaomi and LeTV are different, but Xiaomi's existing resources and the automotive industry can only be said to be similar in shape: both have chips and screens. The problem is that vehicle chips, vehicle screens and mobile phones are two completely different supply chain systems, and there are many differences in certification standards, procurement models, and stocking cycles.</p><p>Xiaomi has to learn another one<a href=\"https://laohu8.com/S/300832\">New industries</a>In other words, we need a team that understands cars. Although Lei Jun said that we have a R&D team of over 10,000 people, I'm afraid those who really understand cars can be counted on one hand.</p><p>What's more, Honor has returned with his 5G mobile phone. The position it originally grabbed must not be given up easily, and Rebus cannot take it lightly in the mobile phone business. Therefore, Xiaomi's car-making is not just a job of starting a business again. For the entire Xiaomi group, how to balance the balance between car-making and the existing ecological chain is still a very important issue. It is not difficult to build a car, but the difficult thing is how to build a competitive car.</p><p>Xiaomi shareholders are uncomfortable</p><p>To sum up the above, Xiaomi's liquidity is not very good. It is not difficult for Xiaomi to build cars with its existing resources. Xiaomi cannot invest too many resources in building cars. Xiaomi is short of money.</p><p>Let's look at Xiaomi's behavior of buying back shares. It's not so difficult to understand. Xiaomi knows that it's not easy to build a car, and it doesn't have that money to burn it. In order to keep the stock price, it started to buy back some shares in advance to protect its financial report. Although Xiaomi said that it would not play financing games, but maybe it might also be to plan in advance for possible future fixed increase behaviors?</p><p>It is unknown whether Xiaomi can build a good car, but Xiaomi's dividends will definitely not be much in the next few years.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/7dodzoGrNd5_ARRQ54J1sw\">见智研究所</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/14d6e649b06703312499e84952510944","relate_stocks":{"01810":"小米集团-W"},"source_url":"https://mp.weixin.qq.com/s/7dodzoGrNd5_ARRQ54J1sw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2124399667","content_text":"3月30日，小米集团发布公告，宣布正式进军智能电动汽车业务，首期投资100亿元人民币，当日晚，雷军拖着带病的身体亲自上台为小米造车造势，继「雷布斯」之后，再收获一个「雷斯克」的外号。随后，3月31日晚，小米集团宣布购回1930.76万股B类普通股，耗资约4.99亿港元。此前在3月12日，小米集团近日发布公告，在禁止买卖期结束之后（即3月24日），小米宣布将不定期地开始在公开市场回购股份，回购上限为100亿港元（约合人民币83.7亿元）。小米造车的底气在哪儿？雷军在小米发布会上的激情演讲打动了一众「米粉」，将小米造车的底气归纳为四点：1、小米做成功了很多次新品；2、有全球最好的生态；3、有米粉支持；4、有钱且亏得起。创业十年的小米确实做成功了很多次新品，小米手机在2020年全球市占率达到12.1%位列第三。小米智能生态圈AIoT平台设备连接数已达3.25亿台，号称「小米全家桶」的一系列产品围绕着智能手机形成了完备的物联网生态，而这也是米粉们对小米造车呼声极高的原因。小米系列智能产品在日常生活中的应用可以说是「无微不至」，更重要的是其智能化、便捷性早已深入人心。而造车先辈特斯拉的过人之处正是其科技感极强，米粉们无疑及其期待自家idol也能有这样一款产品面世，小米手机对标同级苹果也没差到哪去，为什么不可以造车呢？因此就有了雷军所说的第三个底气，小米有米粉的支持，他也频频表态，正是因为米粉的强烈呼声才让我们下定决心要造车的。至于第四点，有钱且亏得起，见智实在不敢苟同。钱，为小米汽车而烧至于造车这个大饼怎么画，首先小米说了，我们有充足的面粉：2020年底，小米积累的现金总量有1080亿元。首期将投资100亿元造车，预计未来10年投资额100亿美元。这个量，画饼是够了，真要做出饼，难度还不小。首先，初期投资100亿元是个什么概念给大家解释一下，如果按照蔚来创始人李斌当初的论断，造车要200亿起步。再看看「造车御三家」和特斯拉100亿都用了多久：李斌的蔚来汽车上市前三年就烧光了一百多亿，第四年更是单年净亏损超100亿；何小鹏的小鹏汽车18年起量产，三年累计亏损78.12亿；李想入局最晚，2019年末才量产，所以亏损较少。理想汽车累计亏损41.21亿；特斯拉从07年起到15年烧光了第一个一百亿（约15亿美金），但16年扩大产能后单年净亏损就达到了近150亿。一千多亿现金真的很多吗？再来说说这个1080亿现金，乍一看是很充足，但这个计算现金的口径我们不得而知，看看小米的财报，2020年年报上反正只有540多亿。再看看负债水平，短期负债率明显偏高，一般来说流动负债与流动资产的比例为1：2较为良好，而小米显然达不到这个水平，就算小米真的有1080亿现金，这里720亿的应付账款难道都不用还了？而且还有年末积压下游账款未付的情况存在，公司的流动性显然并没有看起来那么舒适。同时，造车和造手机、造智能周边可完全不是一回事，同样的生态链公司，乐视，可不就是被烧钱造车拖垮的？而且乐视造车而且和公司其他业务之间没有清晰界限，导致它变成一个堵不住的出血口。做好了手机就能做好车了吗？诚然，小米和乐视的生态链是不一样的，但小米现有的资源和汽车行业只能说是「形似」：都有芯片、都有屏幕。问题是车载芯片、车载屏和手机是完全不同的两个供应链体系，认证标准、采购模式、备货周期等方面都存在诸多不同。小米还要重新学习一个新产业，或者说需要一个懂汽车的团队，虽然雷军表示我们有超万人的研发团队，可是真的懂汽车的恐怕一只手数得过来。更何况荣耀还带着他的5G手机回来了，原先抢到的阵地肯定不能轻易放弃，「雷布斯」在手机业务上也不能掉以轻心。所以，小米造车并不是一个说干就干的，再次创业的活儿，对小米整个集团来说，如何平衡造车与已有的生态链之间的平衡仍然是一个很重要的问题，小米要造出车并不难，难的是如何造出一款具有竞争力的好车。小米的「股东」们难受了总结一下上文，小米流动性并不是很好，小米现有资源造车难度并不低，小米不能为造车投入太多资源，小米缺钱。再来看小米回购股份的行为就不那么难理解了，小米知道造车不易，自己也没那么有钱去玩命烧，为保住股价，提前先开始回购一些股份保护一下自己的财报，虽然小米说了不玩融资游戏，但或许也可能是为了未来可能的定增行为提前布局？小米能不能造出一款好车大家不得而知，但未来几年内小米的分红肯定是不会多了。","news_type":1,"symbols_score_info":{"01810":0.9}},"isVote":1,"tweetType":1,"viewCount":2380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":358944237,"gmtCreate":1616657141529,"gmtModify":1704796989068,"author":{"id":"3569462951873528","authorId":"3569462951873528","name":"宠辱不惊山不转水转","avatar":"https://static.tigerbbs.com/64d4fb58ae3688d4f5aa263934d8d567","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569462951873528","authorIdStr":"3569462951873528"},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/358944237","repostId":"1118741472","repostType":4,"repost":{"id":"1118741472","kind":"news","weMediaInfo":{"introduction":"界面是中国最大的商业新闻和社交平台，只服务于独立思考的人群。","home_visible":1,"media_name":"界面新闻","id":"30","head_image":"https://static.tigerbbs.com/be3a47b8a80a6b0d62c8f48a7534c1af"},"pubTimestamp":1616656195,"share":"https://ttm.financial/m/news/1118741472?lang=en_US&edition=fundamental","pubTime":"2021-03-25 15:09","market":"us","language":"zh","title":"What butterfly effects will Chinese concept stocks have when they plummet","url":"https://stock-news.laohu8.com/highlight/detail?id=1118741472","media":"界面新闻","summary":"目前SEC已通过临时修正，以执行《外国公司责任法案》对上市公司信息披露的要求。","content":"<p><div>On March 24, Chinese concept stocks listed in the United States collectively fell sharply. Tencent Music closed down 27%, Vipshop fell 21%, and iQiyi (QI) closed down 19.85%. In addition, Keike fell more than 13%, and Bilibili fell (BILI.O) more than 9%. New energy vehicle stocks generally fell, with XPeng Motor (XPEN.O) falling more than 15%, Li Auto (LI.O) falling more than 13%, and Nio (NIO.N) falling more than 10%. Before the plunge, Tencent Music's market value was approximately US $53.3 billion, or approximately RMB 350 billion. Within one day, its market value evaporated by US $14.4 billion, or about 94 billion yuan; IQiyi is in...</p><p><a href=\"None\">Web link</a></div></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>What butterfly effects will Chinese concept stocks have when they plummet</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\">\nWhat butterfly effects will Chinese concept stocks have when they plummet\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/30\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/be3a47b8a80a6b0d62c8f48a7534c1af);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">界面新闻 </p>\n<p class=\"h-time smaller\">2021-03-25 15:09</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><div>On March 24, Chinese concept stocks listed in the United States collectively fell sharply. Tencent Music closed down 27%, Vipshop fell 21%, and iQiyi (QI) closed down 19.85%. In addition, Keike fell more than 13%, and Bilibili fell (BILI.O) more than 9%. New energy vehicle stocks generally fell, with XPeng Motor (XPEN.O) falling more than 15%, Li Auto (LI.O) falling more than 13%, and Nio (NIO.N) falling more than 10%. Before the plunge, Tencent Music's market value was approximately US $53.3 billion, or approximately RMB 350 billion. Within one day, its market value evaporated by US $14.4 billion, or about 94 billion yuan; IQiyi is in...</p><p><a href=\"None\">Web link</a></div></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f8ef645b47a3549fad0987737e86dbd4","relate_stocks":{"NIO":"蔚来","BEKE":"贝壳","XPEV":"小鹏汽车","LI":"理想汽车","IQ":"爱奇艺","BILI":"哔哩哔哩","TME":"腾讯音乐","VIPS":"唯品会"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118741472","content_text":"3月24日，在美上市中概股集体大跌。腾讯音乐收跌27%，唯品会跌21%，爱奇艺（QI）收跌19.85%。此外，贝壳跌逾13%，哔哩哔哩跌（BILI.O）逾9%。新能源汽车股普跌，小鹏汽车（XPEN.O）跌逾15%，理想汽车（LI.O）跌逾13%，蔚来（NIO.N）跌逾10%。暴跌前，腾讯音乐市值约533亿美元，约合人民币3500亿。一天之内，其市值蒸发144亿美元，约合940亿人民币；爱奇艺则在一日内蒸发315亿人民币。\n中概股的大跌源于美国证券交易委员会（SEC）发布最新通告。公告显示，目前SEC已通过临时修正，以执行《外国公司责任法案》（HFCA Act）对上市公司信息披露的要求。\n这则法案最早要追述到2020年5月。该法案主要包含两项内容：1。如果外国公司连续三年未能通过美国公众公司会计监督委员会（PCAOB）的审计，将被禁止在美国任何交易所上市；2。上市公司需披露自己与该国政府的关系。\n根据上述两项条款，万商天勤律师事务所高级合伙人黄颢律师解释称，这一法案对中概股影响主要集中在两类企业。其一是在美上市的政府控制的国有企业将会受到影响，第二类是在美上市是民营企业。但是后者如果使用美国会计准则，则影响较为有限。但是不可否认，此次美国SEC正式通告，意味着在美上市的中概股将面临更大的退市压力。\n根据Wind数据统计，目前在美上市的中概股以科技、消费及医疗为主，共计272家。根据港交所的最新原则，在美中概股回归上市需符合以下两点要求中的其中一点：其一为市值大于400亿港元，其二为市值大于100亿港元且当期收入超过10亿港元。\n自2020年《外国公司问责法案》在美国国会通过后，在美上市中概股纷纷选择香港二次上市。截止今年3月24日，已经先后有13家中概股成功在香港二次上市。其中包括京东（9618.HK、JD.O）、网易（9999.HK、NTES.O）、百度集团（9888.HK、BIDU.O）等等。\n图片来源：WIND、界面新闻研究部\n但是黄颢认为，中概股的二次上市并不完全是为了该则法案。“在港二次上市本就有再融资的行为，符合上市公司自身的利益。如果公司足够市场化且组合美国会计准则，目前不需要对该则法案过于担忧。”\n事实上，中概股二次上市后，大部分公司市场表现良好。包括百济神州、再鼎医药等二次上市的个股，股价均较发行价上涨了超过80%。\n但是不可否认，在经历了2020年的“牛市”，在美股上市的中概股的估值已经“不忍直视”。目前哔哩哔哩市值接近2200亿元人民币，虽然公司的营收规模持续向好，但是依然还处于亏损状态；而拼多多（PDD.O）的市值高达9930亿元，同样处于亏损状态。如果使用市销率进行估值，拼多多的市销率也高达20倍，远超合理估值水平。此外，长视频领域长期无法走出商业模式的爱奇艺即使大跌之后，市值也高达1180亿元，但是其亏损已经超过了6年，且短期也并无盈利的可能。\n虽说这些新经济代表了未来，但是远超合理的估值水平，意味着中概股的泡沫可能即将到达溢出的水平。","news_type":1,"symbols_score_info":{"TME":0.9,"VIPS":0.9,"BILI":0.9,"IQ":0.9,"LI":0.9,"BEKE":0.9,"NIO":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":2528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379499054,"gmtCreate":1618787765278,"gmtModify":1704714758878,"author":{"id":"3569462951873528","authorId":"3569462951873528","name":"宠辱不惊山不转水转","avatar":"https://static.tigerbbs.com/64d4fb58ae3688d4f5aa263934d8d567","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569462951873528","authorIdStr":"3569462951873528"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/379499054","repostId":"1198410511","repostType":4,"repost":{"id":"1198410511","kind":"news","pubTimestamp":1618831731,"share":"https://ttm.financial/m/news/1198410511?lang=en_US&edition=fundamental","pubTime":"2021-04-19 19:28","market":"us","language":"zh","title":"Preview of Apple's spring conference: What new products will be held at this \"Technology Spring Festival Gala\"","url":"https://stock-news.laohu8.com/highlight/detail?id=1198410511","media":"CSDN","summary":"苹果春季发布会定档 北京时间4月21日凌晨1点。","content":"<p>Spring is a good season, annual<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The spring conference is coming in spring. Not long ago, Apple officially announced that the conference would be scheduled for 1 a.m. on April 21. On the eve of the conference, we might as well learn about a wave of new products that will appear at this conference in advance through domestic and foreign revelators.</p><p><img src=\"https://static.tigerbbs.com/1a0fece4554a9679bf8d9057401f3db0\" tg-width=\"1080\" tg-height=\"551\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/00ed238724a9e65ebdd76ef29f452a26\" tg-width=\"107\" tg-height=\"38\" referrerpolicy=\"no-referrer\"></p><p><b>The new iPad Pro may be equipped with A14X and Mini LED, and the overall price will rise</b></p><p>If this conference is bound to release a new product, then the new iPad will definitely not be absent. Looking back at past Apple spring conferences, iPad is almost the protagonist without exception, and I believe this year will be the same.</p><p>It is reported that in terms of design, the iPad Pro will not change much this year, still using 11-inch and 12.9-inch models.</p><p>In terms of performance, in fact, as early as last year, Apple used the A14 chip in the iPhone 12 series, and the A14 used a 5nm chip process, and adopted a 6-core CPU design, a 4-core GPU, and a 16-core NPU. Shortly after the launch of the iPhone 12 chip, the fourth-generation iPad Air also featured this chip. Up to now, A14 can also be called Apple's most powerful chip to date.</p><p>At the upcoming press conference, if the new iPad Pro wants to surpass the past, it will inevitably bring an upgraded version of the chip. According to foreign media 9to5Mac, the application of the A14X chip was found in the source code of iOS 14.5 Beta. Based on this, it is not difficult to guess that the new iPad Pro will be equipped with a new processor, or named A14X. It is reported that the performance of this processor is equal to that of the M1 chip installed on Mac in the second half of last year.</p><p>In addition, the 12.9-inch iPad Pro is expected to be equipped with a new display Mini LED. In this regard, Apple analyst Ming-chi Kuo said that the 12.9-inch iPad Pro using Mini LED will begin mass production in mid-to-late April 2021. At present, Mini LED has been successfully launched in high-end 4K TVs. If this display is used in iPad Pro, it will undoubtedly achieve higher contrast, brightness, color and other performance improvements.</p><p>Unfortunately, according to foreign media \"Nikkei Asia\", due to the global chip shortage, the delivery of some important components in iPad and MacBook has been delayed, and the release of new products may also be delayed.</p><p>However, the latest news says that Apple supplier Ennostar has greatly increased the yield of mini-LED chips and is expected to expand its iPad Pro production from later this month.</p><p>In addition, Apple will also enhance the camera of the iPad Pro. At the same time, according to foreign tipster Mr ` White, its accessory Apple Pencil will also be newly upgraded, and the new Apple Pencil has a smoother surface and a longer nib. In fact, through the invitation letter of this conference, many netizens speculated that it was drawn through Apple Pencil.</p><p><img src=\"https://static.tigerbbs.com/8803141b517340abf7055a8737544f53\" tg-width=\"600\" tg-height=\"749\" referrerpolicy=\"no-referrer\"></p><p>As for the pricing of the new iPad Pro, although no news has been revealed at present, it is not difficult to imagine that the price of the iPad Pro will increase this year. There are two reasons. First, the new iPad Pro can support 5G networks; Second, the product is expected to be equipped with more powerful A14X chips and Mini LED displays. However, the current global chip shortage problem is difficult to solve in the short term, so the increase in hardware costs is also expected.</p><p><b>The newly upgraded iPad mini</b></p><p>If it is said that in 2019, the iPad mini is full of sincerity to be equipped with the A12 processor, then the iPad mini released again at Apple's spring conference in 2021 will be absolutely perfunctory for users if it continues to use this chip.</p><p>Therefore, if this conference brings a new iPad mini, it is estimated that the \"new\" should focus on upgrading its processor. Some people speculate that it is very likely to be equipped with A14 bionic chip.</p><p>But relatively speaking, the design of iPad mini products has not been so attractive all along, and the huge frame has caused many users to complain that its screen-to-body ratio is too low. Many users also said that if it is updated, they hope that Apple can increase the screen size without changing the actual size of the device.</p><p>In this regard, according to foreign media reports, the new iPad mini may adopt a full-screen solution, and the frame has also been improved, from the original arc design to a right-angle trimming design.</p><p><img src=\"https://static.tigerbbs.com/9c8edef74e050bcd251dccdc4c475ce3\" tg-width=\"109\" tg-height=\"40\" referrerpolicy=\"no-referrer\"></p><p><b>Will the MacBook equipped with Apple's self-developed chip appear this time?</b></p><p>At WWDC 2020, Apple announced that it would gradually transform Mac computers from<a href=\"https://laohu8.com/S/INTC\">Intel</a>The x86 processor platform was migrated to the ARM64 architecture Apple Silicon platform.</p><p>In the second half of last year, Apple also changed its usual routine and held three press conferences in three months. During this period, it also updated the configurations of MacBook Air, MacBook Pro, and Mac mini computers. In order to speed up the initial transition goals, it is expected that Apple will still have the latest actions next.</p><p>According to foreign media reports, Apple plans to launch higher-end MacBook Pro and the latest iMac this year, and Mac Pro desktops are expected to use Apple Silicon chips in 2022.</p><p>In addition, the MacBook Pro is expected to upgrade its 13-inch look to 14-inch, along with a 16-inch design. At the same time, in addition to the 12.9-inch iPad Pro mentioned above, which will be equipped with a Mini LED display, it is reported that the new MacBook Pro will also abandon the long-used LCD screen and use Mini LED instead. The choice was made because the application of Mini LED also helps to improve battery performance.</p><p>The new MacBook Pro will also use the M2, the next version of the M1, or the M1X chip as it is called. It is reported that the new Apple Silicon chip will have 12 cores, including 8 performance cores and 4 high-efficiency cores.</p><p>However, many whistleblowers said that MacBook Pro and Air are expected to be launched in the second half of the year, so if you see a Mac at this spring conference, it may be a new iMac.</p><p>It is reported that Apple is developing a newly designed iMac, which has more screen space, different body shapes, and brings Apple Sillicon upgrades and other improved features. It is expected that Apple may adopt a similar approach to last year, starting with low-end iMac upgrades, and then gradually launching high-end models equipped with M1X.</p><p>It is worth mentioning that not long ago, Apple just announced that it would stop producing iMac Pro products, which can also be understood from the side as making way for the new version of iMac.</p><p><img src=\"https://static.tigerbbs.com/063945dbbd12be21c1cadd573cb82e8b\" tg-width=\"111\" tg-height=\"38\" referrerpolicy=\"no-referrer\"></p><p><b>Innovation, HomePod with screen coming soon?</b></p><p>At the 2017 autumn conference, Apple released its first HomePod product. However, what I never expected was that only four years later, it ushered in the fate of \"while supplies last\". Last month, Apple officially announced the suspension of production<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Speaker product HomePod, officials stated that the company will continue to produce and focus on the HomePod mini launched last year.</p><p>Looking back at the birth and demise of HomePod, as a product that Apple took 5 years to develop, it has a built-in A8 processor, is equipped with 6 microphone arrays, a 4-inch subwoofer, and 7 speaker arrays at the bottom. Among similar products, In terms of sound quality, it can be said that it surpasses other smart speakers on the market. However, the final initial price of US $349 discouraged many people. At the same time, due to factors such as lack of support from the third-party ecosystem and lack of intelligence, Apple eventually missed the market.</p><p>Now, according to Bloomberg News, Apple is developing two new HomePod products, citing people familiar with Apple's plans as describing the HomePod as being related to the \"screen\".</p><p>One is called HomePod TV, which can run tvOS through this product and output high-definition images to Apple TV. The other is an iPad-sized screen built into the HomePod through the structure of a robotic arm.</p><p>In fact, Apple has previously explored connecting an iPad-like screen to a robotic arm that can track users and always follow them as they move in their space. This product will also feature a microphone and camera to enable video conferencing.</p><p><img src=\"https://static.tigerbbs.com/466bee4cc81b16871ed0275d4d0a5964\" tg-width=\"109\" tg-height=\"39\" referrerpolicy=\"no-referrer\"></p><p><b>Can the concept-level product AirTag become a reality this time?</b></p><p>AirTag, as an item tracker, can be hung on some items. When items are lost, they can also be found through iPhone positioning when the network is offline. However, this technology has always lived in legends.</p><p>It was first discovered because in early April, Apple uploaded a video on its YouTube channel instructing users how to use \"Find My iPhone\", showing the trace of AirTag:</p><p>Turning on \"Offline Search\" allows iPhone and AirTags to be found without connecting to Wi-Fi.</p><p><img src=\"https://static.tigerbbs.com/e029f34e065120da60bc25118ae2d182\" tg-width=\"928\" tg-height=\"576\" referrerpolicy=\"no-referrer\"></p><p>Unfortunately, now this video has been deleted. But there are still rumors that the technical foundation implemented by AirTag will rely on the features Apple has recently added to the U1 ultra-wideband chip.</p><p>Meanwhile, Apple announced that the iPhone will soon be able to track lost items using the built-in Find My app. Software is ready, can hardware be far behind?</p><p>Are you looking forward to the above new products?</p>","source":"lsy1578046468581","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>Preview of Apple's spring conference: What new products will be held at this \"Technology Spring Festival Gala\"</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\">\nPreview of Apple's spring conference: What new products will be held at this \"Technology Spring Festival Gala\"\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">CSDN</strong><span class=\"h-time small\">2021-04-19 19:28</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Spring is a good season, annual<a href=\"https://laohu8.com/S/AAPL\">Apple</a>The spring conference is coming in spring. Not long ago, Apple officially announced that the conference would be scheduled for 1 a.m. on April 21. On the eve of the conference, we might as well learn about a wave of new products that will appear at this conference in advance through domestic and foreign revelators.</p><p><img src=\"https://static.tigerbbs.com/1a0fece4554a9679bf8d9057401f3db0\" tg-width=\"1080\" tg-height=\"551\" referrerpolicy=\"no-referrer\"></p><p><img src=\"https://static.tigerbbs.com/00ed238724a9e65ebdd76ef29f452a26\" tg-width=\"107\" tg-height=\"38\" referrerpolicy=\"no-referrer\"></p><p><b>The new iPad Pro may be equipped with A14X and Mini LED, and the overall price will rise</b></p><p>If this conference is bound to release a new product, then the new iPad will definitely not be absent. Looking back at past Apple spring conferences, iPad is almost the protagonist without exception, and I believe this year will be the same.</p><p>It is reported that in terms of design, the iPad Pro will not change much this year, still using 11-inch and 12.9-inch models.</p><p>In terms of performance, in fact, as early as last year, Apple used the A14 chip in the iPhone 12 series, and the A14 used a 5nm chip process, and adopted a 6-core CPU design, a 4-core GPU, and a 16-core NPU. Shortly after the launch of the iPhone 12 chip, the fourth-generation iPad Air also featured this chip. Up to now, A14 can also be called Apple's most powerful chip to date.</p><p>At the upcoming press conference, if the new iPad Pro wants to surpass the past, it will inevitably bring an upgraded version of the chip. According to foreign media 9to5Mac, the application of the A14X chip was found in the source code of iOS 14.5 Beta. Based on this, it is not difficult to guess that the new iPad Pro will be equipped with a new processor, or named A14X. It is reported that the performance of this processor is equal to that of the M1 chip installed on Mac in the second half of last year.</p><p>In addition, the 12.9-inch iPad Pro is expected to be equipped with a new display Mini LED. In this regard, Apple analyst Ming-chi Kuo said that the 12.9-inch iPad Pro using Mini LED will begin mass production in mid-to-late April 2021. At present, Mini LED has been successfully launched in high-end 4K TVs. If this display is used in iPad Pro, it will undoubtedly achieve higher contrast, brightness, color and other performance improvements.</p><p>Unfortunately, according to foreign media \"Nikkei Asia\", due to the global chip shortage, the delivery of some important components in iPad and MacBook has been delayed, and the release of new products may also be delayed.</p><p>However, the latest news says that Apple supplier Ennostar has greatly increased the yield of mini-LED chips and is expected to expand its iPad Pro production from later this month.</p><p>In addition, Apple will also enhance the camera of the iPad Pro. At the same time, according to foreign tipster Mr ` White, its accessory Apple Pencil will also be newly upgraded, and the new Apple Pencil has a smoother surface and a longer nib. In fact, through the invitation letter of this conference, many netizens speculated that it was drawn through Apple Pencil.</p><p><img src=\"https://static.tigerbbs.com/8803141b517340abf7055a8737544f53\" tg-width=\"600\" tg-height=\"749\" referrerpolicy=\"no-referrer\"></p><p>As for the pricing of the new iPad Pro, although no news has been revealed at present, it is not difficult to imagine that the price of the iPad Pro will increase this year. There are two reasons. First, the new iPad Pro can support 5G networks; Second, the product is expected to be equipped with more powerful A14X chips and Mini LED displays. However, the current global chip shortage problem is difficult to solve in the short term, so the increase in hardware costs is also expected.</p><p><b>The newly upgraded iPad mini</b></p><p>If it is said that in 2019, the iPad mini is full of sincerity to be equipped with the A12 processor, then the iPad mini released again at Apple's spring conference in 2021 will be absolutely perfunctory for users if it continues to use this chip.</p><p>Therefore, if this conference brings a new iPad mini, it is estimated that the \"new\" should focus on upgrading its processor. Some people speculate that it is very likely to be equipped with A14 bionic chip.</p><p>But relatively speaking, the design of iPad mini products has not been so attractive all along, and the huge frame has caused many users to complain that its screen-to-body ratio is too low. Many users also said that if it is updated, they hope that Apple can increase the screen size without changing the actual size of the device.</p><p>In this regard, according to foreign media reports, the new iPad mini may adopt a full-screen solution, and the frame has also been improved, from the original arc design to a right-angle trimming design.</p><p><img src=\"https://static.tigerbbs.com/9c8edef74e050bcd251dccdc4c475ce3\" tg-width=\"109\" tg-height=\"40\" referrerpolicy=\"no-referrer\"></p><p><b>Will the MacBook equipped with Apple's self-developed chip appear this time?</b></p><p>At WWDC 2020, Apple announced that it would gradually transform Mac computers from<a href=\"https://laohu8.com/S/INTC\">Intel</a>The x86 processor platform was migrated to the ARM64 architecture Apple Silicon platform.</p><p>In the second half of last year, Apple also changed its usual routine and held three press conferences in three months. During this period, it also updated the configurations of MacBook Air, MacBook Pro, and Mac mini computers. In order to speed up the initial transition goals, it is expected that Apple will still have the latest actions next.</p><p>According to foreign media reports, Apple plans to launch higher-end MacBook Pro and the latest iMac this year, and Mac Pro desktops are expected to use Apple Silicon chips in 2022.</p><p>In addition, the MacBook Pro is expected to upgrade its 13-inch look to 14-inch, along with a 16-inch design. At the same time, in addition to the 12.9-inch iPad Pro mentioned above, which will be equipped with a Mini LED display, it is reported that the new MacBook Pro will also abandon the long-used LCD screen and use Mini LED instead. The choice was made because the application of Mini LED also helps to improve battery performance.</p><p>The new MacBook Pro will also use the M2, the next version of the M1, or the M1X chip as it is called. It is reported that the new Apple Silicon chip will have 12 cores, including 8 performance cores and 4 high-efficiency cores.</p><p>However, many whistleblowers said that MacBook Pro and Air are expected to be launched in the second half of the year, so if you see a Mac at this spring conference, it may be a new iMac.</p><p>It is reported that Apple is developing a newly designed iMac, which has more screen space, different body shapes, and brings Apple Sillicon upgrades and other improved features. It is expected that Apple may adopt a similar approach to last year, starting with low-end iMac upgrades, and then gradually launching high-end models equipped with M1X.</p><p>It is worth mentioning that not long ago, Apple just announced that it would stop producing iMac Pro products, which can also be understood from the side as making way for the new version of iMac.</p><p><img src=\"https://static.tigerbbs.com/063945dbbd12be21c1cadd573cb82e8b\" tg-width=\"111\" tg-height=\"38\" referrerpolicy=\"no-referrer\"></p><p><b>Innovation, HomePod with screen coming soon?</b></p><p>At the 2017 autumn conference, Apple released its first HomePod product. However, what I never expected was that only four years later, it ushered in the fate of \"while supplies last\". Last month, Apple officially announced the suspension of production<a href=\"https://laohu8.com/S/5RE.SI\">smart</a>Speaker product HomePod, officials stated that the company will continue to produce and focus on the HomePod mini launched last year.</p><p>Looking back at the birth and demise of HomePod, as a product that Apple took 5 years to develop, it has a built-in A8 processor, is equipped with 6 microphone arrays, a 4-inch subwoofer, and 7 speaker arrays at the bottom. Among similar products, In terms of sound quality, it can be said that it surpasses other smart speakers on the market. However, the final initial price of US $349 discouraged many people. At the same time, due to factors such as lack of support from the third-party ecosystem and lack of intelligence, Apple eventually missed the market.</p><p>Now, according to Bloomberg News, Apple is developing two new HomePod products, citing people familiar with Apple's plans as describing the HomePod as being related to the \"screen\".</p><p>One is called HomePod TV, which can run tvOS through this product and output high-definition images to Apple TV. The other is an iPad-sized screen built into the HomePod through the structure of a robotic arm.</p><p>In fact, Apple has previously explored connecting an iPad-like screen to a robotic arm that can track users and always follow them as they move in their space. This product will also feature a microphone and camera to enable video conferencing.</p><p><img src=\"https://static.tigerbbs.com/466bee4cc81b16871ed0275d4d0a5964\" tg-width=\"109\" tg-height=\"39\" referrerpolicy=\"no-referrer\"></p><p><b>Can the concept-level product AirTag become a reality this time?</b></p><p>AirTag, as an item tracker, can be hung on some items. When items are lost, they can also be found through iPhone positioning when the network is offline. However, this technology has always lived in legends.</p><p>It was first discovered because in early April, Apple uploaded a video on its YouTube channel instructing users how to use \"Find My iPhone\", showing the trace of AirTag:</p><p>Turning on \"Offline Search\" allows iPhone and AirTags to be found without connecting to Wi-Fi.</p><p><img src=\"https://static.tigerbbs.com/e029f34e065120da60bc25118ae2d182\" tg-width=\"928\" tg-height=\"576\" referrerpolicy=\"no-referrer\"></p><p>Unfortunately, now this video has been deleted. But there are still rumors that the technical foundation implemented by AirTag will rely on the features Apple has recently added to the U1 ultra-wideband chip.</p><p>Meanwhile, Apple announced that the iPhone will soon be able to track lost items using the built-in Find My app. Software is ready, can hardware be far behind?</p><p>Are you looking forward to the above new products?</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://mp.weixin.qq.com/s/KCzeZhdfNzp-wiLRCwnbRw\">CSDN</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e968cc2fa9a8fe30f2575d1147007bba","relate_stocks":{"AAPL":"苹果"},"source_url":"https://mp.weixin.qq.com/s/KCzeZhdfNzp-wiLRCwnbRw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198410511","content_text":"春意盎然好时节，一年一度的苹果春季发布会踏春而来。不久前，苹果官宣将此次发布会定档 4 月 21 日凌晨 1 点，而在召开前夕，我们通过国内外的爆料大神，不妨提前了解一波本次发布会将会出现的新品。新款 iPad Pro 或将搭载 A14X、Mini LED，整体价格将上涨如果说这次发布会必然要发布一款新品，那么新款 iPad 肯定不会缺席。回看过往几届的苹果春季发布会，iPad 无一例外几乎都是主角，相信今年也是如此。有爆料称，在设计上，今年 iPad Pro 不会有太大变动，依然采用的是 11 英寸和 12.9 英寸。在性能方面，事实上，早在去年，苹果在 iPhone 12 系列中使用了 A14 芯片，而 A14 采用了 5nm 芯片工艺，且采用了 6 核 CPU 设计、4 核 GPU、16 核 NPU。在 iPhone 12 芯片推出不久后，第四代 iPad Air 也采用了这款芯片。截止目前，也可以将 A14 称之为是苹果迄今为止功能最为强大的芯片。而在即将到来的发布会上，新款 iPad Pro 想要超越过往，必然也会带来芯片的升级版，据外媒 9to5Mac 报道，在 iOS 14.5 Beta 的源代码中，发现了 A14X芯片的应用。基于此，也不难猜测，新款 iPad Pro 将搭载一种全新处理器，或命名为 A14X ，据悉，该处理器的性能与去年下半年 Mac 上搭载的 M1 芯片性能不分上下。此外，12.9 英寸的 iPad Pro 有望搭载一种新的显示屏 Mini LED。对此，苹果分析师郭明池表示，12.9 英寸使用 Mini LED 的 iPad Pro 将在 2021 年 4 月中下旬开始量产。目前，Mini LED 已经搭载在高端的 4K 电视中成功面市，如果该显示屏应用在 iPad Pro 中，无疑也会实现更高的对比度、亮度、色彩以及其他一些性能提升。遗憾的是，据外媒《Nikkei Asia》报道，因为全球芯片短缺，导致 iPad、MacBook 中一些重要组件延迟交付，也可能会让新品延迟发布。不过，最新消息称，苹果供应商 Ennostar 已经大大地提高了 mini-LED 芯片的良率，有望从本月稍晚些时候扩大其 iPad Pro 的产量。除此之外，苹果也会增强 iPad Pro 的摄像头，同时据国外爆料大神 Mr`White 表示，其配件 Apple Pencil 也会全新升级，且新款 Apple Pencil 具有更光滑的表面以及更长的笔尖。实际上，通过本次发布会的邀请函，就有不少网友猜测，是通过 Apple Pencil 画出来的。至于新款 iPad Pro 的定价，目前虽然没有任何消息透露出来，不过，也不难想象今年的 iPad Pro 价格会有所上涨。原因有二，其一，新款 iPad Pro 可以支持 5G 网络；其二，该产品预期搭载功能更强大的 A14X 芯片、Mini LED 显示屏，然而当前全球芯片短缺问题难以在短期之内解决，因此导致硬件成本上涨也在意料之中。全新升级的 iPad mini如果说 2019 年，iPad mini 搭载 A12 处理器是诚意满满，那么 2021 年苹果春季发布会上再次发布的 iPad mini 继续使用这款芯片那就是绝对的敷衍用户了。因此，如果这次发布会带来新款 iPad mini，那么估计其中的“新”应该重在升级其处理器方面，有人猜测极有可能搭载的是 A14 仿生芯片。但相对而言，一直以来，iPad mini 产品的设计并不是那么吸引人，巨大的边框，让不少用户吐槽其屏占比太低。也有很多用户表示，如果更新，更希望苹果能够在不改变设备实际尺寸的情况下，增加屏幕尺寸才是王道。对此，据外媒报道，新款 iPad mini 或将采用全面屏方案，同时边框也有所改进，将从原来的圆弧设计改为直角切边设计。搭载苹果自研芯片的 MacBook，这次会出现吗？2020 年 WWDC 上，苹果宣布将在两年内将 Mac 电脑逐渐从英特尔的 x86 处理器平台迁移到 ARM64 架构的 Apple Silicon 平台。去年下半年，苹果也一改往常，三个月连开了三场发布会，在此期间，也更新了 MacBook Air、MacBook Pro、Mac mini 三款电脑的配置。为了加快最初设下的过渡目标，预期接下来苹果仍然会有最新的动作。据外媒报道，苹果计划在今年推出更高端的 MacBook Pro 和最新的 iMac，而 Mac Pro 台式机预期将在 2022 年使用上 Apple Silicon 芯片。此外，MacBook Pro 有望将 13 英寸的外观升级为 14 英寸，同时还有一款 16 英寸的设计。同时，除了上文提到 12.9 英寸的 iPad Pro 将搭载 Mini LED 显示屏之外，有消息称，新款 MacBook Pro 也将放弃使用已久的 LCD 屏，改用 Mini LED。之所以做出这样的选择，是因为 Mini LED 的应用也有助于提高电池性能。新款 MacBook Pro 也将采用 M1 的下一版本 M2，又或者被称之为 M1X 芯片。据悉，新款 Apple Silicon 芯片将具有 12 个内核，其中包括 8 个性能内核和 4 个高效内核。不过，很多爆料者表示，MacBook Pro 和 Air 预计下半年推出，因此在这场春季发布会上，如果看到 Mac 的身影，那么可能是一台新的 iMac。据悉，苹果正在开发一种全新设计的 iMac，该产品具有更多的屏幕空间，不同的机身形状，并带来 Apple Sillicon 升级以及其他改进功能。预计苹果可能会采取与去年相似的方式，从低配的 iMac 开始升级，然后逐步推出搭载 M1X 的高端机型。值得一提的是，不久前，苹果刚刚宣布停止生产 iMac Pro 产品，这也从侧面可以理解为为新版 iMac 让道。推陈出新，带屏幕的 HomePod 即将到来？在 2017 年秋季发布会上，苹果发布首款 HomePod 产品，然而万万没想到的是，仅四年之后，其就迎来了“售完即止”的命运。上个月，苹果正式宣布停产智能音箱产品 HomePod，官方表示，公司将持续生产并专注于去年推出的HomePod mini。回看 HomePod 的诞生与消亡，作为一款苹果耗时 5 年研发的产品，其内置 A8 处理器，搭载 6 个麦克风阵列、4 英寸低音炮、底部配有 7 个扬声器阵列，在同类型产品中，在音质方面，可以说超越了市场上其他智能音箱。然而最终初始 349 美元的价格让很多人望而却步，同时因缺乏第三方生态的支持、不够智能等因素，最终还是导致苹果错失市场。如今，据彭博社爆料，苹果公司正在研发两款 HomePod 新品，其中援引熟悉苹果计划的人所描述的 HomePod 与“屏幕”有关。一款被称之为 HomePod TV，可以通过此产品运行 tvOS，且可以向 Apple TV 上输出高清画面。另外一款是在 HomePod 中通过机械臂的结构内置一块 iPad 大小的屏幕。实际上，Apple 此前已经探索过将类似 iPad 的屏幕与机械臂相连，该机械臂可以跟踪用户并在用户所处的空间中移动时始终跟随用户。此产品还将搭载麦克风和摄像头，用以启用视频会议。概念级产品 AirTag，这次能成为现实吗？AirTag，作为一款物品跟踪器，可以悬挂在一些物品上，当物品丢失的时候，及时在网络离线状态下，也可以通过 iPhone 定位找到。不过，一直以来，这种技术都活在了传说中。首次发现其踪迹还是因为 4 月初，苹果在 YouTube 频道上传了一则指导用户如何使用“Find My iPhone”的视频中显示了 AirTag 的踪迹：开启“离线搜索”可以让 iPhone 和 AirTag 在未连接 Wi-Fi 的情况下被找到。遗憾的是，现在这段视频已经被删除。但是仍然有传言称，AirTag 所实现的技术基础将依赖于苹果公司近期在 U1 超宽带芯片上添加的功能。与此同时，苹果宣布，iPhone 不久将能够使用内置的 Find My 应用程序跟踪丢失的物品。软件已经准备就绪，硬件还会远吗？针对以上的新品，你期待吗？","news_type":1,"symbols_score_info":{"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":2095,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":342330290,"gmtCreate":1618182902010,"gmtModify":1704707096067,"author":{"id":"3569462951873528","authorId":"3569462951873528","name":"宠辱不惊山不转水转","avatar":"https://static.tigerbbs.com/64d4fb58ae3688d4f5aa263934d8d567","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569462951873528","authorIdStr":"3569462951873528"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/342330290","repostId":"1130911422","repostType":4,"repost":{"id":"1130911422","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":1618018886,"share":"https://ttm.financial/m/news/1130911422?lang=en_US&edition=fundamental","pubTime":"2021-04-10 09:41","market":"us","language":"zh","title":"Ali: Resolutely obey the punishment and hold a conference call on the morning of April 12 to discuss","url":"https://stock-news.laohu8.com/highlight/detail?id=1130911422","media":"老虎资讯综合","summary":"市场消息，$阿里巴巴(BABA)$表示将于4月12日上午8:00召开电话会议讨论行政处罚决定。\n\n阿里巴巴此前发布公告：今天，我们收到《国家市场监督管理总局行政处罚决定书》，对此处罚，我们诚恳接受，坚决服从。我们将强化依法经营，进一步加强合规体系建设，立足创新发展，更好履行社会责任。 \n\n详情：罚款182.28亿！市场监管总局处罚阿里巴巴垄断行为","content":"<p>Market news,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Said it will hold a conference call on April 12 at 8:00 a.m. to discuss the administrative penalty decision.</p><p>Alibaba previously issued an announcement: Today, we received the Decision on Administrative Punishment of the State Administration for Market Regulation. We sincerely accept this punishment and resolutely obey it. We will strengthen legal operation, further strengthen the construction of compliance system, base ourselves on innovative development, and better fulfill our social responsibilities.</p><p><b>Details:</b><a href=\"https://laohu8.com/NW/1145816571\" target=\"_blank\"><b>A fine of 18.228 billion! State Administration for Market Regulation punishes Alibaba for monopolistic behavior</b></a></p><p><img src=\"https://static.tigerbbs.com/05a8cf9dd311a666c10cb3f751264015\" tg-width=\"720\" tg-height=\"973\" 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\" />\n<title>Ali: Resolutely obey the punishment and hold a conference call on the morning of April 12 to discuss</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\">\nAli: Resolutely obey the punishment and hold a conference call on the morning of April 12 to discuss\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2021-04-10 09:41</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Market news,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Said it will hold a conference call on April 12 at 8:00 a.m. to discuss the administrative penalty decision.</p><p>Alibaba previously issued an announcement: Today, we received the Decision on Administrative Punishment of the State Administration for Market Regulation. We sincerely accept this punishment and resolutely obey it. We will strengthen legal operation, further strengthen the construction of compliance system, base ourselves on innovative development, and better fulfill our social responsibilities.</p><p><b>Details:</b><a href=\"https://laohu8.com/NW/1145816571\" target=\"_blank\"><b>A fine of 18.228 billion! State Administration for Market Regulation punishes Alibaba for monopolistic behavior</b></a></p><p><img src=\"https://static.tigerbbs.com/05a8cf9dd311a666c10cb3f751264015\" tg-width=\"720\" tg-height=\"973\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f98a08f234fb3dfe04b5578614dea292","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130911422","content_text":"市场消息，阿里巴巴表示将于4月12日上午8:00召开电话会议讨论行政处罚决定。阿里巴巴此前发布公告：今天，我们收到《国家市场监督管理总局行政处罚决定书》，对此处罚，我们诚恳接受，坚决服从。我们将强化依法经营，进一步加强合规体系建设，立足创新发展，更好履行社会责任。 详情：罚款182.28亿！市场监管总局处罚阿里巴巴垄断行为","news_type":1,"symbols_score_info":{"BABA":0.9,"09988":0.9}},"isVote":1,"tweetType":1,"viewCount":2254,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357705731,"gmtCreate":1617293628623,"gmtModify":1704698537179,"author":{"id":"3569462951873528","authorId":"3569462951873528","name":"宠辱不惊山不转水转","avatar":"https://static.tigerbbs.com/64d4fb58ae3688d4f5aa263934d8d567","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569462951873528","authorIdStr":"3569462951873528"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/357705731","repostId":"1185961704","repostType":4,"repost":{"id":"1185961704","kind":"news","pubTimestamp":1617291608,"share":"https://ttm.financial/m/news/1185961704?lang=en_US&edition=fundamental","pubTime":"2021-04-01 23:40","market":"sh","language":"zh","title":"Sister Wood: China's \"disruptive innovation platform\" is on the rise","url":"https://stock-news.laohu8.com/highlight/detail?id=1185961704","media":"华尔街见闻","summary":"近日，方舟投资管理公司创始人Cathie Wood在与MSCI亚太区研究部主管魏震博士的连线直播中，大谈“颠覆性创新技术”在中国的发展前景。她强调，在中国，不要只关注单个公司的崛起，更重要的是“颠覆性","content":"<p>Recently, Cathie Wood, founder of Ark Investment Management Company, talked about the development prospects of \"disruptive innovative technologies\" in China in a live broadcast with Dr. Wei Zhen, head of MSCI Asia Pacific research department.</p><p>She stressed that,<b>In China, don't just focus on the rise of individual companies. More importantly, \"disruptive innovation platforms\" are on the rise, which is the fundamental force to achieve exponential growth, including DNA sequencing, robotics, energy storage, artificial intelligence and blockchain.</b></p><p>For example, she said,<b>In terms of DNA sequencing, Chinese companies are catching up from behind, and China's collaborative robots have also developed to cutting-edge levels</b>。 \"We're seeing more robots and higher productivity, which is good for the economy as a whole,\" she said.</p><p>She also said,<b>China's artificial intelligence and chip technology has been strengthened with cooperation between the government and the private sector</b>。</p><p>In addition, from an environmental and technical perspective,<b>She was \"very impressed\" by China's emphasis on electric vehicles,</b>\"China allows<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Entering shows the government's determination to make electric vehicles bloom everywhere in China. \"</p><p>Cathie Wood focuses on innovation and technology investment. Its fund products have created strong returns far exceeding the broader market and similar funds in the past three years. She is known as the \"technology female stock goddess\" and \"bull market queen\".</p><p>Cathie Wood's flagship product Ark Innovation ETF (ARKK) achieved an astonishing return rate of 152% in 2020, and its asset management scale once reached US $20 billion. The fund is betting about 10% of its assets on Tesla, and the stock surged from $84 at the beginning of last year to $749 at the end of last year, an increase of more than 900%.</p>","source":"highlight_wallstreetcn","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>Sister Wood: China's \"disruptive innovation platform\" is on the rise</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\">\nSister Wood: China's \"disruptive innovation platform\" is on the rise\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-04-01 23:40</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Recently, Cathie Wood, founder of Ark Investment Management Company, talked about the development prospects of \"disruptive innovative technologies\" in China in a live broadcast with Dr. Wei Zhen, head of MSCI Asia Pacific research department.</p><p>She stressed that,<b>In China, don't just focus on the rise of individual companies. More importantly, \"disruptive innovation platforms\" are on the rise, which is the fundamental force to achieve exponential growth, including DNA sequencing, robotics, energy storage, artificial intelligence and blockchain.</b></p><p>For example, she said,<b>In terms of DNA sequencing, Chinese companies are catching up from behind, and China's collaborative robots have also developed to cutting-edge levels</b>。 \"We're seeing more robots and higher productivity, which is good for the economy as a whole,\" she said.</p><p>She also said,<b>China's artificial intelligence and chip technology has been strengthened with cooperation between the government and the private sector</b>。</p><p>In addition, from an environmental and technical perspective,<b>She was \"very impressed\" by China's emphasis on electric vehicles,</b>\"China allows<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>Entering shows the government's determination to make electric vehicles bloom everywhere in China. \"</p><p>Cathie Wood focuses on innovation and technology investment. Its fund products have created strong returns far exceeding the broader market and similar funds in the past three years. She is known as the \"technology female stock goddess\" and \"bull market queen\".</p><p>Cathie Wood's flagship product Ark Innovation ETF (ARKK) achieved an astonishing return rate of 152% in 2020, and its asset management scale once reached US $20 billion. The fund is betting about 10% of its assets on Tesla, and the stock surged from $84 at the beginning of last year to $749 at the end of last year, an increase of more than 900%.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3625946\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e5b714196a7f48e3a1873938c3772315","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3625946","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1185961704","content_text":"近日，方舟投资管理公司创始人Cathie Wood在与MSCI亚太区研究部主管魏震博士的连线直播中，大谈“颠覆性创新技术”在中国的发展前景。她强调，在中国，不要只关注单个公司的崛起，更重要的是“颠覆性创新平台”在崛起，这是实现指数式增长的根本力量，包括DNA测序、机器人技术、储能、人工智能和区块链。她举例说，在DNA测序方面，中国企业正在后来居上，中国的协作机器人也已经发展至前沿水平。她说：“我们看到更多的机器人和更高的生产率，这对整个经济都有好处。”她还说，在政府和私营部门的合作之下，中国的人工智能和芯片技术得到了加强。另外，从环境和技术角度来看，中国对电动汽车的重视给她留下了“非常深刻的印象”，“中国允许特斯拉进入，表明了政府决心让电动汽车在中国遍地开花。”Cathie Wood专注于创新与科技投资，旗下基金产品在过去三年中创造了远超大盘与同类基金的强劲回报，被誉为“科技女股神”“牛市女皇”。Cathie Wood旗下旗舰产品方舟创新ETF（ARKK）在2020年实现了惊人的152%的回报率，资管规模一度达到200亿美元。该基金用约10%的资产押注特斯拉，该股股价从去年年初的84美元飙升至去年年底的749美元，增幅超过900%。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":2232,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359340565,"gmtCreate":1616368890057,"gmtModify":1704793068538,"author":{"id":"3569462951873528","authorId":"3569462951873528","name":"宠辱不惊山不转水转","avatar":"https://static.tigerbbs.com/64d4fb58ae3688d4f5aa263934d8d567","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569462951873528","authorIdStr":"3569462951873528"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359340565","repostId":"2121456431","repostType":4,"repost":{"id":"2121456431","kind":"news","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1616287967,"share":"https://ttm.financial/m/news/2121456431?lang=en_US&edition=fundamental","pubTime":"2021-03-21 08:52","market":"us","language":"zh","title":"Soared 19 times in 6 months! This chip stock is completely on fire, what is the origin?","url":"https://stock-news.laohu8.com/highlight/detail?id=2121456431","media":"券商中国","summary":"据悉，阿瓦隆A1246矿机算力为90T，是效率最高的矿机之一。此次交易金额达271.3万美元。矿机将分3次交付，预计3月交付300台，5月交付50台，8月交付250台。不过，有说法称，该“矿场”，是俄军和私人投资者分成的。挖矿行业每年新增收入或达1000亿各种矿场的建立，显著的拉动了对矿机的需求，作为矿机生产商的嘉楠科技备受基金经理宠幸。比特币挖矿行业的年新增收入或超过100","content":"<p>Since the emergence of mining machine chip stocks, fund managers have many more reasons to buy Bitcoin. Affected by the continuous rise in Bitcoin prices, Chinese concept stocks, which are mainly engaged in the mining machine chip business, have become the darling in the eyes of fund managers.</p><p><b>As of the close on March 20, Beijing time, Chinese concept stocks listed in the United States<a href=\"https://laohu8.com/S/CAN\">Canaan Technology</a>The stock price fell 4.5%. As of March 20, Canaan Technology's stock price has increased by more than 5 times this year, and 15 times in the last six months. During this period, the highest stock price has increased by 19 times. After a week of continuous corrections, as of March 20, the current market value has fallen back to 28.4 billion yuan.</b></p><p><a href=\"https://laohu8.com/S/06178\">Everbright Securities</a>Said that the mining industry is expected to add 18 billion US dollars in revenue every year. Canaan Technology is currently<a href=\"https://laohu8.com/S/00981\">SMIC</a>The main customers of N+1 advanced manufacturing process have cooperated in the production of new mining machines (90TH/s), and have achieved batch spot shipments. The annual output is expected to exceed 400,000 units.</p><p><b>Bitcoin prices are far away from mining costs, and demand for mining machines is hot</b></p><p>If fund managers directly buy Bitcoin, it may make prudent traditional investors feel ridiculous, but it seems much more logical to share Bitcoin's market by buying \"AI chip company stocks\".</p><p>As of the close on March 20, Beijing time, Canaan Technology, a Chinese concept stock listed in the United States, fell 4.5%. After the stock hit a new high on March 12, it has been pulling back for a week. According to the data, the stock price of Canaan Technology has increased by more than 5 times this year. The stock price increase in the last six months has reached 15 times based on the closing price on March 20th. If calculated based on March 12th, it will reach a maximum of 19 times. The market value of Canaan Technology after the current decline is 28.4 billion yuan.</p><p>Headquartered in Beijing, Canaan Technology is a company engaged in independent AI chip research and development and providing high-performance computing services. To be more accurate, Canaan Technology is a mining machine research and development company in Bitcoin. About 90% of the company's revenue comes from mining machine chips and related businesses. Mining machines are the most basic link in Bitcoin's ecosystem.</p><p>The hot price of Bitcoin continues to rise, which has significantly driven the demand for mining.</p><p>\"The higher the price, the greater the benefits of mining. After the price in Bitcoin falls below US $5,000, the mining machines can't be sold, and even the cost of electricity is very difficult.\" An investor who owns a mine in Bitcoin in South China told a brokerage China reporter at an exchange meeting that the sales of mining machines in Bitcoin are directly affected by the price in Bitcoin. If the price in Bitcoin is too low, it will impact the cost of mining.</p><p>According to the market on March 18th, the latest price of Bitcoin remained around US $58,000, which is a very attractive price for mining investors, which means that the price of Bitcoin is much higher than the cost of mining.</p><p>The high price situation has stimulated the sales of Bitcoin mining machines.</p><p>On March 2 this year, cryptocurrency mining company IntegratedVenturesInc announced the purchase of 600 Avalon A1246 mining machines (Avalon 1246) produced by Canaan Technology. It is reported that the Avalon A1246 mining machine has a computing power of 90T and is one of the most efficient mining machines. The transaction amounted to US $2.713 million. The mining machines will be delivered in three installments, with 300 units expected to be delivered in March, 50 units in May, and 250 units in August.</p><p>On January 27 this year, when the Bitcoin price remained around US $35,000, Bitcoin's mining machines were already very easy to sell. According to the official public account of Canaan, on January 27 this year, Canaan Technology signed an order for 6,000 Avalon mining machines with the mining giant CoreScientific, and reached a cooperation intention with the start-up company DroneEnergy in the procurement of mining machines. Prior to this, Canaan Technology also signed a purchase order for 6,400 mining machines with HIVEBlockChain.</p><p><b>Bitcoin has helped mining machinery companies a lot by institutional sweeping goods</b></p><p>Institutional investors in traditional industries have entered the market to sweep Bitcoin, raising the price of Bitcoin and staying away from the cost of mining, which has helped mining machinery companies a lot.</p><p>On March 18, Hong Kong stock listed companies<a href=\"https://laohu8.com/S/01357\">Meitu Corporation</a>It was announced that the subsidiary MiracleVision further purchased in open market transactions on March 17, 2021 under the cryptocurrency investment plan: 16,000 units of Ethereum (purchased according to Ethereum), with a total consideration of approximately US $28.4 million; Bitcoin of approximately 386.09 units (purchased pursuant to Bitcoin) for a total consideration of approximately $21.6 million. As of the date of the announcement, Meitu has accumulated net purchases of cryptocurrency worth approximately US $90 million.</p><p>Previously, on March 5, Meitu announced that it would purchase 15,000 units of Ethereum and 379.12 units of Bitcoin in open market transactions, with total considerations of approximately US $22.1 million and US $17.9 million respectively.</p><p>Meitu said in the announcement that these purchases were made in accordance with a cryptocurrency investment plan previously approved by the company's board of directors, according to which the group plans to purchase cryptocurrencies with a net amount of no more than US $100 million, which is funded by the company's existing cash reserves. Subsequently, the company's board of directors will implement the cryptocurrency investment plan as appropriate according to the situation of the cryptocurrency market.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>A report by strategist Nikolaos Panigirtzoglou shows that so far, retail investors have bought more than 187,000 Bitcoin, while institutional investors have bought approximately 172,684 Bitcoin.</p><p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>A new investor report written by the wealth management department of the company on March 17 outlined cryptocurrencies as an emerging investable asset class. The report said: For speculative investments to rise to the level of investable asset classes and play a role in a diversified portfolio, transformative progress will be needed on both supply and demand sides.</p><p>The change in institutional attitude towards Bitcoin assets is unexpected. according to<a href=\"https://laohu8.com/S/CME\">Chicago Mercantile Exchange</a>According to the group's data, as of February 2021, the open position of Bitcoin futures has increased by at least 100% for eight consecutive months, and the capital involved in these contracts has increased exponentially at an annual rate of 145%, from US $156 million at the end of February 2020 to US $2.34 billion a year later. The increase is more than three times the 425% increase in prices in Bitcoin last year. This also further reflects the demand of institutional investors for this asset class, which has reached unprecedented levels.</p><p>Now that the price of Bitcoin has risen to more than $50,000, investors' interest in trading Bitcoin has greatly increased, which has also made it profitable for investors in mines digging Bitcoin. This means that every Bitcoin dug up can be supplied to investors in the secondary market at a price of more than 50,000 US dollars.</p><p>According to news on March 18, Pakistan's Khyber Pakhtunkhwa province plans to establish two pilot cryptocurrency mining farms powered by hydropower. Earlier, on January 13, the province announced the launch of two state-owned Bitcoin mines, saying that the legislative bill for this action had been passed in the provincial parliament.</p><p>Ten days ago, on March 8, the Russian Ministry of Defense's \"Red Star TV\" announced information about a large cryptocurrency mine under the \"supervision\" of the Russian army. The mine is located at a hydropower station near Irkutsk, Siberia. The mine has thousands of mining machines. The extremely cold geographical environment provides the mine with good heat dissipation conditions and low water and electricity costs. However, it is said that the \"mine\" was divided between the Russian army and private investors.</p><p><b>The mining industry's annual new revenue may reach 100 billion</b></p><p>The establishment of various mines has significantly boosted the demand for mining machines. As a manufacturer of mining machines, Canaan Technology is favored by fund managers.</p><p>According to the information disclosed by listed companies, as of the end of last year, nearly 20 funds held shares of Canaan Technology. Fund managers directly hold Bitcoin, which may make conservative investors feel ridiculous at the moment, but it seems logical to hold Canaan Technology's shares in the name of buying \"AI chip companies\" to share Bitcoin's market.</p><p>The investment of A-share listed companies in Canaan Technology may also be the same strategy, so as to avoid listed companies directly deploying Bitcoin and being questioned by regulatory agencies.</p><p>Brokerage China reporters noticed that,<a href=\"https://laohu8.com/S/600226\">* ST Hanye</a>Invested 200 million yuan to hold 99.50% of the shares of Shanghai Yongtang. Shanghai Yongtang indirectly invested in Hangzhou Jianan Yunzhi Information Technology Co., Ltd. through Guihu Fund, and the company's final holding ratio of this investment project was less than 1%. Based on the fact that * ST Hanye indirectly holds Canaan Technology, the stock price of this stock has been rising continuously this year. As of March 18, * ST Hanye's stock price has increased by nearly 75% this year, and its market value is also close to 9 billion.</p><p><a href=\"https://laohu8.com/S/601788\">Everbright Securities</a>It was pointed out in a report that Canaan Technology was the first to deploy in Bitcoin's mining industry, and its mining machinery production capacity will be the most sufficient in 2021. Canaan Technology is currently<a href=\"https://laohu8.com/S/688981\">SMIC</a>The main customers of N+1 advanced manufacturing process have cooperated in the production of new mining machines (90TH/s), and have achieved batch spot shipments. The annual output is expected to exceed 400,000 units.</p><p>Canaan Technology is currently the only manufacturer with a multi-fab strategy. Due to the use of N+1 process chips for mass production, it has largely buffered the occupation of wafer production capacity by GPU mining graphics cards and 5G mobile phones. In the report, Everbright Securities predicts that the market size of the mining machinery industry this year will be approximately 22.6 billion RMB, and it is expected that the shipment volume in the first half of the year will be 270,000 units (150,000 units in SMIC,<a href=\"https://laohu8.com/S/TSM\">TSMC</a>120,000 units), and shipments in the second half of the year were 520,000 units (250,000 units from SMIC, 120,000 units from TSMC, and 150,000 units from others).</p><p>The annual new revenue of Bitcoin's mining industry may exceed 100 billion yuan. Everbright Securities pointed out that 2020-2024 is the fourth halving cycle of Bitcoin. The number of daily mining reward Bitcoin is 900, and the transaction fee is about 100, totaling about 1,000, at a price of 50,000 US dollars per piece. Calculated, the mining industry is expected to increase revenue by about 1000X50000X365 = 18 billion US dollars every year.</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>Soared 19 times in 6 months! This chip stock is completely on fire, what is the origin?</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\">\nSoared 19 times in 6 months! This chip stock is completely on fire, what is the origin?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time smaller\">2021-03-21 08:52</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Since the emergence of mining machine chip stocks, fund managers have many more reasons to buy Bitcoin. Affected by the continuous rise in Bitcoin prices, Chinese concept stocks, which are mainly engaged in the mining machine chip business, have become the darling in the eyes of fund managers.</p><p><b>As of the close on March 20, Beijing time, Chinese concept stocks listed in the United States<a href=\"https://laohu8.com/S/CAN\">Canaan Technology</a>The stock price fell 4.5%. As of March 20, Canaan Technology's stock price has increased by more than 5 times this year, and 15 times in the last six months. During this period, the highest stock price has increased by 19 times. After a week of continuous corrections, as of March 20, the current market value has fallen back to 28.4 billion yuan.</b></p><p><a href=\"https://laohu8.com/S/06178\">Everbright Securities</a>Said that the mining industry is expected to add 18 billion US dollars in revenue every year. Canaan Technology is currently<a href=\"https://laohu8.com/S/00981\">SMIC</a>The main customers of N+1 advanced manufacturing process have cooperated in the production of new mining machines (90TH/s), and have achieved batch spot shipments. The annual output is expected to exceed 400,000 units.</p><p><b>Bitcoin prices are far away from mining costs, and demand for mining machines is hot</b></p><p>If fund managers directly buy Bitcoin, it may make prudent traditional investors feel ridiculous, but it seems much more logical to share Bitcoin's market by buying \"AI chip company stocks\".</p><p>As of the close on March 20, Beijing time, Canaan Technology, a Chinese concept stock listed in the United States, fell 4.5%. After the stock hit a new high on March 12, it has been pulling back for a week. According to the data, the stock price of Canaan Technology has increased by more than 5 times this year. The stock price increase in the last six months has reached 15 times based on the closing price on March 20th. If calculated based on March 12th, it will reach a maximum of 19 times. The market value of Canaan Technology after the current decline is 28.4 billion yuan.</p><p>Headquartered in Beijing, Canaan Technology is a company engaged in independent AI chip research and development and providing high-performance computing services. To be more accurate, Canaan Technology is a mining machine research and development company in Bitcoin. About 90% of the company's revenue comes from mining machine chips and related businesses. Mining machines are the most basic link in Bitcoin's ecosystem.</p><p>The hot price of Bitcoin continues to rise, which has significantly driven the demand for mining.</p><p>\"The higher the price, the greater the benefits of mining. After the price in Bitcoin falls below US $5,000, the mining machines can't be sold, and even the cost of electricity is very difficult.\" An investor who owns a mine in Bitcoin in South China told a brokerage China reporter at an exchange meeting that the sales of mining machines in Bitcoin are directly affected by the price in Bitcoin. If the price in Bitcoin is too low, it will impact the cost of mining.</p><p>According to the market on March 18th, the latest price of Bitcoin remained around US $58,000, which is a very attractive price for mining investors, which means that the price of Bitcoin is much higher than the cost of mining.</p><p>The high price situation has stimulated the sales of Bitcoin mining machines.</p><p>On March 2 this year, cryptocurrency mining company IntegratedVenturesInc announced the purchase of 600 Avalon A1246 mining machines (Avalon 1246) produced by Canaan Technology. It is reported that the Avalon A1246 mining machine has a computing power of 90T and is one of the most efficient mining machines. The transaction amounted to US $2.713 million. The mining machines will be delivered in three installments, with 300 units expected to be delivered in March, 50 units in May, and 250 units in August.</p><p>On January 27 this year, when the Bitcoin price remained around US $35,000, Bitcoin's mining machines were already very easy to sell. According to the official public account of Canaan, on January 27 this year, Canaan Technology signed an order for 6,000 Avalon mining machines with the mining giant CoreScientific, and reached a cooperation intention with the start-up company DroneEnergy in the procurement of mining machines. Prior to this, Canaan Technology also signed a purchase order for 6,400 mining machines with HIVEBlockChain.</p><p><b>Bitcoin has helped mining machinery companies a lot by institutional sweeping goods</b></p><p>Institutional investors in traditional industries have entered the market to sweep Bitcoin, raising the price of Bitcoin and staying away from the cost of mining, which has helped mining machinery companies a lot.</p><p>On March 18, Hong Kong stock listed companies<a href=\"https://laohu8.com/S/01357\">Meitu Corporation</a>It was announced that the subsidiary MiracleVision further purchased in open market transactions on March 17, 2021 under the cryptocurrency investment plan: 16,000 units of Ethereum (purchased according to Ethereum), with a total consideration of approximately US $28.4 million; Bitcoin of approximately 386.09 units (purchased pursuant to Bitcoin) for a total consideration of approximately $21.6 million. As of the date of the announcement, Meitu has accumulated net purchases of cryptocurrency worth approximately US $90 million.</p><p>Previously, on March 5, Meitu announced that it would purchase 15,000 units of Ethereum and 379.12 units of Bitcoin in open market transactions, with total considerations of approximately US $22.1 million and US $17.9 million respectively.</p><p>Meitu said in the announcement that these purchases were made in accordance with a cryptocurrency investment plan previously approved by the company's board of directors, according to which the group plans to purchase cryptocurrencies with a net amount of no more than US $100 million, which is funded by the company's existing cash reserves. Subsequently, the company's board of directors will implement the cryptocurrency investment plan as appropriate according to the situation of the cryptocurrency market.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>A report by strategist Nikolaos Panigirtzoglou shows that so far, retail investors have bought more than 187,000 Bitcoin, while institutional investors have bought approximately 172,684 Bitcoin.</p><p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>A new investor report written by the wealth management department of the company on March 17 outlined cryptocurrencies as an emerging investable asset class. The report said: For speculative investments to rise to the level of investable asset classes and play a role in a diversified portfolio, transformative progress will be needed on both supply and demand sides.</p><p>The change in institutional attitude towards Bitcoin assets is unexpected. according to<a href=\"https://laohu8.com/S/CME\">Chicago Mercantile Exchange</a>According to the group's data, as of February 2021, the open position of Bitcoin futures has increased by at least 100% for eight consecutive months, and the capital involved in these contracts has increased exponentially at an annual rate of 145%, from US $156 million at the end of February 2020 to US $2.34 billion a year later. The increase is more than three times the 425% increase in prices in Bitcoin last year. This also further reflects the demand of institutional investors for this asset class, which has reached unprecedented levels.</p><p>Now that the price of Bitcoin has risen to more than $50,000, investors' interest in trading Bitcoin has greatly increased, which has also made it profitable for investors in mines digging Bitcoin. This means that every Bitcoin dug up can be supplied to investors in the secondary market at a price of more than 50,000 US dollars.</p><p>According to news on March 18, Pakistan's Khyber Pakhtunkhwa province plans to establish two pilot cryptocurrency mining farms powered by hydropower. Earlier, on January 13, the province announced the launch of two state-owned Bitcoin mines, saying that the legislative bill for this action had been passed in the provincial parliament.</p><p>Ten days ago, on March 8, the Russian Ministry of Defense's \"Red Star TV\" announced information about a large cryptocurrency mine under the \"supervision\" of the Russian army. The mine is located at a hydropower station near Irkutsk, Siberia. The mine has thousands of mining machines. The extremely cold geographical environment provides the mine with good heat dissipation conditions and low water and electricity costs. However, it is said that the \"mine\" was divided between the Russian army and private investors.</p><p><b>The mining industry's annual new revenue may reach 100 billion</b></p><p>The establishment of various mines has significantly boosted the demand for mining machines. As a manufacturer of mining machines, Canaan Technology is favored by fund managers.</p><p>According to the information disclosed by listed companies, as of the end of last year, nearly 20 funds held shares of Canaan Technology. Fund managers directly hold Bitcoin, which may make conservative investors feel ridiculous at the moment, but it seems logical to hold Canaan Technology's shares in the name of buying \"AI chip companies\" to share Bitcoin's market.</p><p>The investment of A-share listed companies in Canaan Technology may also be the same strategy, so as to avoid listed companies directly deploying Bitcoin and being questioned by regulatory agencies.</p><p>Brokerage China reporters noticed that,<a href=\"https://laohu8.com/S/600226\">* ST Hanye</a>Invested 200 million yuan to hold 99.50% of the shares of Shanghai Yongtang. Shanghai Yongtang indirectly invested in Hangzhou Jianan Yunzhi Information Technology Co., Ltd. through Guihu Fund, and the company's final holding ratio of this investment project was less than 1%. Based on the fact that * ST Hanye indirectly holds Canaan Technology, the stock price of this stock has been rising continuously this year. As of March 18, * ST Hanye's stock price has increased by nearly 75% this year, and its market value is also close to 9 billion.</p><p><a href=\"https://laohu8.com/S/601788\">Everbright Securities</a>It was pointed out in a report that Canaan Technology was the first to deploy in Bitcoin's mining industry, and its mining machinery production capacity will be the most sufficient in 2021. Canaan Technology is currently<a href=\"https://laohu8.com/S/688981\">SMIC</a>The main customers of N+1 advanced manufacturing process have cooperated in the production of new mining machines (90TH/s), and have achieved batch spot shipments. The annual output is expected to exceed 400,000 units.</p><p>Canaan Technology is currently the only manufacturer with a multi-fab strategy. Due to the use of N+1 process chips for mass production, it has largely buffered the occupation of wafer production capacity by GPU mining graphics cards and 5G mobile phones. In the report, Everbright Securities predicts that the market size of the mining machinery industry this year will be approximately 22.6 billion RMB, and it is expected that the shipment volume in the first half of the year will be 270,000 units (150,000 units in SMIC,<a href=\"https://laohu8.com/S/TSM\">TSMC</a>120,000 units), and shipments in the second half of the year were 520,000 units (250,000 units from SMIC, 120,000 units from TSMC, and 150,000 units from others).</p><p>The annual new revenue of Bitcoin's mining industry may exceed 100 billion yuan. Everbright Securities pointed out that 2020-2024 is the fourth halving cycle of Bitcoin. The number of daily mining reward Bitcoin is 900, and the transaction fee is about 100, totaling about 1,000, at a price of 50,000 US dollars per piece. Calculated, the mining industry is expected to increase revenue by about 1000X50000X365 = 18 billion US dollars every year.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2182a8a021a8689200e0ade3f44083dc","relate_stocks":{"159813":"芯片","CAN":"嘉楠科技"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2121456431","content_text":"自从有了矿机芯片股票，基金经理买比特币的理由，多了很多。受比特币价格连续走高的影响，主营矿机芯片业务的中概股成为基金经理眼中的宠儿。截至北京时间3月20日收盘，在美上市的中概股嘉楠科技股价大跌4.5%。截至3月20日，嘉楠科技今年以来的股价涨幅超过5倍，最近6个月涨幅15倍，期间最高股价涨幅达到19倍，在连续回调一周后，截止3月20日，当前市值回落至284亿人民币。光大证券表示，挖矿行业每年有望新增收入180亿美金，嘉楠科技目前是中芯国际N+1先进制程的主要客户，合作进行新型矿机（90TH/s）的生产，并已实现批量现货出货，预计全年产量超过40万台。比特币价格远离挖矿成本，矿机需求火爆如果基金经理直接购买比特币，可能令稳健的传统投资者感到荒唐，但通过以购买“AI芯片公司股票”分享比特币的行情，看起来顺理成章的多。截至北京时间3月20收盘，在美上市的中概股嘉楠科技大跌4.5%，该股再去3月12日创出新高后，已连续回调一周。数据显示，嘉楠科技今年以来的股价涨幅超过5倍，最近6个月的股价涨幅按3月20日收盘计算达15倍，若按照3月12日计算，最高达到19倍，嘉楠科技截止目前回落后的市值为284亿人民币。嘉楠科技总部位于北京，是一家从事自主AI芯片研发、提供高性能计算服务的公司。更准确的说法，嘉楠科技是一家比特币矿机研发公司，该公司约90%的收入来自矿机芯片及其相关业务，矿机是比特币生态中最基础的一大环节。比特币价格持续走高的火爆行情，显著带动了挖矿的需求。“价格越高，挖矿的利益越大，比特币价格跌破5000美元后，矿机就卖不动了，连用电的成本都很为难。”华南地区的一位拥有比特币矿场的投资者在一次交流会上对券商中国记者表示，比特币矿机销售直接受比特币价格的影响，比特币价格如果太低，就会冲击挖矿的成本。按照3月18日的行情，比特币最新价格维持在58000美元附近，对挖矿的投资者而言，这是一个极具吸引力的价格，意味着比特币的价格远远高于挖矿的成本。价格高高在上的状况，刺激了比特币矿机的销售。今年3月2日，加密货币挖矿公司IntegratedVenturesInc宣布购买600台嘉楠科技生产的阿瓦隆A1246矿机(Avalon1246)。据悉，阿瓦隆A1246矿机算力为90T，是效率最高的矿机之一。此次交易金额达271.3万美元。矿机将分3次交付，预计3月交付300台，5月交付50台，8月交付250台。今年1月27日，也就是比特币价格维持在35000美元附近时，比特币的矿机就已经非常好卖了。据嘉楠耘智官方公众号消息，今年1月27日，嘉楠科技与矿业巨头CoreScientific签署6000台阿瓦隆矿机订单，并与初创公司DroneEnergy达成了矿机采购合作意向。在此之前，嘉楠科技还与HIVEBlockChain签署了6400台的矿机采购订单。机构扫货比特币帮了矿机公司大忙传统行业的机构投资者入场扫货比特币，拉高比特币的价格，远离挖矿的成本，帮了矿机公司的大忙。3月18日，港股上市公司美图公司发布公告，子公司MiracleVision于2021年3月17日根据加密货币投资计划在公开市场交易中进一步购买了：1.6万单位的以太币（根据以太币购买），总对价约为2840万美元；约386.09单位的比特币（根据比特币购买），总对价约为2160万美元。截至公告日期，美图已累计净购买了价值约9000万美元的加密货币。此前3月5日，美图公司公告，将在公开市场交易中购买1.5万单位的以太币和379.12单位的比特币，总对价分别约为2210万美元和1790万美元。美图在公告中表示，这些购买是根据该公司董事会先前批准的一项加密货币投资计划进行的，据此该集团计划，可以购买净额不超过1亿美元的加密货币，其资金来源为该公司现有的现金储备。后续该公司董事会根据密货市场情况，酌情执行加密货币投资计划。摩根大通策略师NikolaosPanigirtzoglou的一份报告显示，截至目前，散户投资者已经购买了超过187000枚比特币，而机构投资者大约购买了172684枚比特币。摩根士丹利的财富管理部门则在3月17日撰写的一份新的投资者报告，概述了加密货币作为新兴的可投资资产类别的情况。报告中称：要使投机性投资上升到可投资资产类别的水平，并在多元化的投资组合中发挥作用，就需要在供需双方都取得变革性进展。机构对比特币资产的态度变化是令人始料不及的。根据芝加哥商品交易所集团的数据，截至2021年2月，比特币期货未平仓头寸连续8个月至少增长了100%，这些合约所涉及的资本以145%的年率指数增长，从2020年2月底的1.56亿美元增长到一年后的23.4亿美元。这种涨幅是比特币价格去年425%涨幅的三倍多。这也进一步反映了机构投资者对这一资产类别的需求，已经达到了前所未有的水平。既然比特币价格上涨到5万美元以上后，投资者对交易比特币的兴趣大增，也使得挖掘比特币的矿场投资者变得有利可图。这意味着每挖出一枚比特币，便可以以5万美元以上的价格，在二级市场供应给投资者。3月18日消息，巴基斯坦开伯尔－普赫图赫瓦省计划建立两个由水力发电支持的加密货币矿场试点。此前1月13日，该省曾宣布启动两个国有比特币矿场，并称持该行动的立法法案已在该省议会中获得通过。而在十天前的3月8日，俄国防部《红星电视台》公布了一个在俄军“监督”下的大型加密货币矿场的信息。该矿场位于西伯利亚伊尔库茨克附近的一个水电站，该矿场拥有成千上万矿机。极寒的地理环境给矿场提供了良好的散热条件，以及低廉的水电费用。不过，有说法称，该“矿场”，是俄军和私人投资者分成的。挖矿行业每年新增收入或达1000亿各种矿场的建立，显著的拉动了对矿机的需求，作为矿机生产商的嘉楠科技备受基金经理宠幸。根据上市公司披露的信息，截至去年底的数据，约有接近20家基金持有嘉楠科技的股票。基金经理直接持有比特币，在当下可能令保守型的投资者感到荒唐，但通过购买“AI芯片公司”的名义持有嘉楠科技的股票，从而分享比特币的行情，看起来顺理成章的多。A股上市公司对嘉楠科技的投资，可能也是如此策略，以避免上市公司直接布局比特币，遭到监管机构的问询。券商中国记者注意到，*ST瀚叶出资20000万元持有上海雍棠99.50%的股份，上海雍棠通过趵虎基金间接投资了杭州嘉楠耘智信息科技有限公司，该公司对该投资项目的最终持有比例低于1%。基于*ST瀚叶间接持有嘉楠科技的事实，该股股价今年以来连续走高，截至3月18日，*ST瀚叶今年以来的股价涨幅接近75%，市值也接近90亿。光大证券在一份报告中指出，嘉楠科技最早布局比特币矿业，2021年矿机产能最为充足。嘉楠科技目前是中芯国际N+1先进制程的主要客户，合作进行新型矿机（90TH/s）的生产，并已实现批量现货出货，预计全年产量超过40万台。嘉楠科技则是目前唯一多晶圆厂策略的厂商。由于采用N+1制程芯片进行量产，在很大程度上缓冲了GPU挖矿显卡和5G手机对晶圆产能的占用。在报告中，光大证券预计今年矿机行业市场规模约为226亿元RMB，预计上半年出货量27万台（中芯国际15万台、台积电12万台），下半年出货量52万台（中芯国际25万台、台积电12万台、其它15万台）。比特币挖矿行业的年新增收入或超过1000亿元人民币。光大证券指出，2020-2024年为比特币的第四个减半周期，每日挖矿奖励比特币数量为900枚，交易手续费用约100枚，合计约1000枚，以5万美金/枚价格计算，挖矿行业每年有望新增收入约1000X50000X365=180亿美金。","news_type":1,"symbols_score_info":{"159813":0.9,"CAN":0.9}},"isVote":1,"tweetType":1,"viewCount":2017,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350892605,"gmtCreate":1616172662607,"gmtModify":1704791926422,"author":{"id":"3569462951873528","authorId":"3569462951873528","name":"宠辱不惊山不转水转","avatar":"https://static.tigerbbs.com/64d4fb58ae3688d4f5aa263934d8d567","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569462951873528","authorIdStr":"3569462951873528"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350892605","repostId":"1156201603","repostType":4,"isVote":1,"tweetType":1,"viewCount":2114,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":328019976,"gmtCreate":1615474373395,"gmtModify":1704783323243,"author":{"id":"3569462951873528","authorId":"3569462951873528","name":"宠辱不惊山不转水转","avatar":"https://static.tigerbbs.com/64d4fb58ae3688d4f5aa263934d8d567","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569462951873528","authorIdStr":"3569462951873528"},"themes":[],"htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/328019976","repostId":"1126214921","repostType":4,"isVote":1,"tweetType":1,"viewCount":2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22:40","market":"us","language":"zh","title":"Popular Chinese concept stocks are \"sluggish\", Baidu and NetEase fall more than 5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1169580180","media":"老虎资讯综合","summary":"2月24日盘初，热门中概股多数下挫，网易、百度跌超5%，跟谁学、拼多多、腾讯音乐、哔哩哔哩跌超4%，京东、爱奇艺、贝壳、拼多多跌超3%，小鹏汽车跌超2%，阿里巴巴跌超1%。","content":"<p>At the beginning of the session on February 24, most popular Chinese concept stocks fell.<a href=\"https://laohu8.com/S/NTES\">NetEase</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Fell more than 5%,<a href=\"https://laohu8.com/S/GSX\">Who to learn from</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>、<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Fell more than 4%, JD.com,<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>、<a href=\"https://laohu8.com/S/BEKE\">Shells</a>, Pinduoduo fell more than 3%,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Fell more than 2%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Fell more than 1%.</p><p><img src=\"https://static.tigerbbs.com/c3ffd5566fda6e7fd6917d9ab3a50748\" tg-width=\"840\" tg-height=\"470\" 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\" />\n<title>Popular Chinese concept stocks are \"sluggish\", Baidu and NetEase fall more than 5%</title>\n<style 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#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\">\nPopular Chinese concept stocks are \"sluggish\", Baidu and NetEase fall more than 5%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\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 smaller\">2021-02-24 22:40</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>At the beginning of the session on February 24, most popular Chinese concept stocks fell.<a href=\"https://laohu8.com/S/NTES\">NetEase</a>、<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>Fell more than 5%,<a href=\"https://laohu8.com/S/GSX\">Who to learn from</a>、<a href=\"https://laohu8.com/S/PDD\">Pinduoduo</a>、<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>、<a href=\"https://laohu8.com/S/BILI\">Bilibili</a>Fell more than 4%, JD.com,<a href=\"https://laohu8.com/S/IQ\">IQiyi</a>、<a href=\"https://laohu8.com/S/BEKE\">Shells</a>, Pinduoduo fell more than 3%,<a href=\"https://laohu8.com/S/XPEV\">XPeng vehicles</a>Fell more than 2%,<a href=\"https://laohu8.com/S/BABA\">Alibaba</a>Fell more than 1%.</p><p><img src=\"https://static.tigerbbs.com/c3ffd5566fda6e7fd6917d9ab3a50748\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/58c571cf0b4357240a7b67c1db539b4a","relate_stocks":{"BIDU":"百度"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169580180","content_text":"2月24日盘初，热门中概股多数下挫，网易、百度跌超5%，跟谁学、拼多多、腾讯音乐、哔哩哔哩跌超4%，京东、爱奇艺、贝壳、拼多多跌超3%，小鹏汽车跌超2%，阿里巴巴跌超1%。","news_type":1,"symbols_score_info":{"BIDU":0.9}},"isVote":1,"tweetType":1,"viewCount":2158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}