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ChingYee

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2021-06-16

[Miser] [Miser]

研究机构：特斯拉可能共买入3.7万枚比特币

2021-06-17

[Smug]

苹果进军医疗服务：用户参与情况惨不忍睹

2021-06-21

[NosePick]

3nm工艺太贵台积电被投行看衰：失去关键优势

2021-06-27

[Cry]

打孔屏+屏下指纹！这届iPhone全是安卓玩剩下的

2021-06-21

[Cool]

Piper Sandler：重申AMD(AMD.US)“增持”评级，目标价为110美元

2021-06-19

[Look back]

Sorry, the original content has been removed

2021-06-10

PLTR gogogo

We put 6 more meme stocks' numbers to the test and the differences are telling

2021-06-20

[Sweats]

贵了近10万元，却比Model 3销量还高！特斯拉Model Y一个月狂卖1.27万辆，那国产新能源呢？新数据来了

2021-06-16

[Doubt]

Sorry, the original content has been removed

2021-06-11

[Miser]

台积电考虑在美国开设首家芯片封装厂。 (日经新闻)

2021-06-21

[Look back]

香奈儿推天价苹果耳机保护套：售价19100元，可买9个AirPods Pro

2021-06-28

[Miser] [Miser]

阿特斯太阳能(CSIQ.US)控股子公司科创板IPO申请获受理拟募资40亿元

2021-06-27

Tell me your opinion about this news...

首次代工iPhone！“果链巨头”立讯精密拿下苹果大单，总量达千万台

2021-06-27

[Cool]

首次代工iPhone！“果链巨头”立讯精密拿下苹果大单，总量达千万台

2021-06-21

[Miser]

Sorry, the original content has been removed

2021-06-20

Good

一周必读10篇 | 2021年哪里加密独角兽最多？

2021-06-20

[Wow]

北向资金大调仓！大幅加仓2800亿市值苹果龙头股，减仓这些机构重仓股（附名单）

Go to Tiger App to see more news

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[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150386495","repostId":"2146838769","repostType":2,"repost":{"id":"2146838769","kind":"news","pubTimestamp":1624880814,"share":"https://ttm.financial/m/news/2146838769?lang=&edition=fundamental","pubTime":"2021-06-28 19:46","market":"sh","language":"zh","title":"阿特斯太阳能(CSIQ.US)控股子公司科创板IPO申请获受理 拟募资40亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2146838769","media":"智通财经","summary":"阿特斯太阳能(CSIQ.US)宣布，其控股子公司阿特斯阳光电力集团股份有限公司申请科创板上市已获受理。中金公司为其保荐机构，拟募资人民币40亿元。该公司计划将本次发行募集的资金用于产能配 ...","content":"<html><body><div>\n<p>　　<a href=\"https://laohu8.com/S/CSIQ\">阿特斯太阳能</a>(CSIQ.US)宣布，其控股子公司阿特斯阳光电力集团股份有限公司申请科创板上市已获受理。<a href=\"https://laohu8.com/S/601995\">中金公司</a>（601995）为其保荐机构，拟募资人民币40亿元。</p><p>　　该公司计划将本次发行募集的资金用于产能配套及扩充项目、嘉兴阿特斯光伏技术有限公司研究院建设项目和补充流动资金。</p><p>　　在IPO完成后，阿特斯<a href=\"https://laohu8.com/S/000591\">太阳能</a>预计仍持有阿特斯阳光电力约64%的股份。</p>\n<p><strong>关注<a href=\"https://laohu8.com/S/300033\">同花顺</a>财经（ths518），获取更多机会</strong></p>\n<span></span>\n<div><span>责任编辑：sqc</span></div>\n</div></body></html>","source":"tonghuashun","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>阿特斯太阳能(CSIQ.US)控股子公司科创板IPO申请获受理 拟募资40亿元</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n阿特斯太阳能(CSIQ.US)控股子公司科创板IPO申请获受理 拟募资40亿元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 19:46 北京时间&nbsp;&nbsp;&nbsp;<a href=http://stock.10jqka.com.cn/usstock/20210628/c630521514.shtml><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>阿特斯太阳能(CSIQ.US)宣布，其控股子公司阿特斯阳光电力集团股份有限公司申请科创板上市已获受理。中金公司（601995）为其保荐机构，拟募资人民币40亿元。　　该公司计划将本次发行募集的资金用于产能配套及扩充项目、嘉兴阿特斯光伏技术有限公司研究院建设项目和补充流动资金。　　在IPO完成后，阿特斯太阳能预计仍持有阿特斯阳光电力约64%的股份。\n关注同花顺财经（ths518），获取更多机会\n\n...</p>\n\n<a href=\"http://stock.10jqka.com.cn/usstock/20210628/c630521514.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e9c35ed98221796867ee3eb028c7fe9e","relate_stocks":{"CSIQ":"阿特斯太阳能"},"source_url":"http://stock.10jqka.com.cn/usstock/20210628/c630521514.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/f0343184bd9b9c963ed02b302442e2b8","article_id":"2146838769","content_text":"阿特斯太阳能(CSIQ.US)宣布，其控股子公司阿特斯阳光电力集团股份有限公司申请科创板上市已获受理。中金公司（601995）为其保荐机构，拟募资人民币40亿元。　　该公司计划将本次发行募集的资金用于产能配套及扩充项目、嘉兴阿特斯光伏技术有限公司研究院建设项目和补充流动资金。　　在IPO完成后，阿特斯太阳能预计仍持有阿特斯阳光电力约64%的股份。\n关注同花顺财经（ths518），获取更多机会\n\n责任编辑：sqc","news_type":1},"isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124462739,"gmtCreate":1624782176421,"gmtModify":1703845092479,"author":{"id":"3569541446805658","authorId":"3569541446805658","name":"ChingYee","avatar":"https://static.tigerbbs.com/24687680699c2fdc61d34a41fcba1b8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569541446805658","authorIdStr":"3569541446805658"},"themes":[],"htmlText":"Tell me your opinion about this news...","listText":"Tell me your opinion about this news...","text":"Tell me your opinion about this news...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/124462739","repostId":"2146043360","repostType":2,"repost":{"id":"2146043360","kind":"news","pubTimestamp":1624770991,"share":"https://ttm.financial/m/news/2146043360?lang=&edition=fundamental","pubTime":"2021-06-27 13:16","market":"us","language":"zh","title":"首次代工iPhone！“果链巨头”立讯精密拿下苹果大单，总量达千万台","url":"https://stock-news.laohu8.com/highlight/detail?id=2146043360","media":"和讯网","summary":"6月25日有消息称，立讯精密今年将首度拿下iPhone新机组装单，有望在2023年超车和硕，成为iPhone第二大组装厂。目前，iPhone组装订单主要由鸿海、和硕、纬创等三家承包。而2020年iPhone出货约1.95亿部。从以上数据来看，立讯精密2021年代工比重占整体iPhone订单的4%左右。若公司在2022年下半年取得新款iPhone NPI订单，2022年其代工比重或升至12%左右。若立讯精密此次顺利拿下iPhone新机组装单，也意味着其“果链一哥”的地位再次得到巩固。","content":"<html><body><article><p>近期，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>概念股出现异动。</p><p>6月25日有消息称，<a href=\"https://laohu8.com/S/002475\">立讯精密</a>今年将首度拿下iPhone新机组装单，有望在2023年超车和硕，<strong>成为iPhone第二大组装厂</strong>。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13700853772/0\"/><p>受消息影响，25日，立讯精密股价盘中一度<span>拉升</span>逾9%，当日收盘报47.01元/股，涨2.55%，<strong><span>总市值</span>约3307亿元</strong>。</p><p>目前，iPhone组装订单主要由鸿海、和硕、纬创等三家承包。立讯精密此前已是苹果供应链成员，但主要供货电声元件、连接器等零组件。<strong>若今年拿下组装大单，立讯精密将上升为重要组装角色之一。</strong></p><p>稍早前，天风国际发布研报，预计立讯精密的iPhone组装事业将有显著增长，成为最大受益者。</p><p>1</p><p>6月23日，天风国际分析师郭明錤称，展望2021–2023年，认为Apple在智慧型手机品牌中的成长能见度最佳。预期iPhone在2021与2022年将分别<span>出货</span>2.3–2.4亿与2.5–2.6亿部。而2020年iPhone出货约1.95亿部。</p><p>郭明錤表示，在目前iPhone供应链中，立讯精密因2021年开始组装并出货iPhone，故<strong>预期立讯精密的iPhone组装事业在2021–2023年均有显著同比成长，为iPhone成长能见度高之最大受益者。</strong></p><img src=\"http://inews.gtimg.com/newsapp_match/0/13700853773/0\"/><p>郭明錤预计，<strong>立讯精密2021年iPhone出货量约1000万部</strong>，80%–90%为2021新款iPhone Pro。</p><p>若立讯精密能在2022年下半年顺利取得新款iPhone NPI，则立讯精密在2022年的iPhone出货量<strong>将显著增长至3000万部–3500万部</strong>，并在2023年iPhone出货量超越和硕。</p><p>从以上数据来看，立讯精密2021年代工比重占整体iPhone订单的4%左右。若公司在2022年下半年取得新款iPhone NPI订单，2022年其代工比重或升至12%左右。</p><p>2</p><p>国内电子零部件制造龙头立讯精密于2010年上市，产品主要服务于消费电子、通信及数据中心、汽车电子和医疗等领域。</p><p>自上市以来，公司<span>营业收入</span>年复合增长率达50%。2020年立讯精密实现营业收入925.01亿元，同比增长47.96%，归母<span>净利润</span>为72.25亿元，同比增长53.28%。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13700853807/0\"/><p>从营收结构来看，立讯精密<strong>主营产品消费性电子贡献近9成营收</strong>。</p><p>从客户构成来看，<strong>拥有苹果、华为两大客户的立讯精密对大客户依赖程度较高。</strong>2020年立讯精密前五大客户收入为758.79亿元，同比增长57.56%，占总销售额82.3%，创历史新高。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13700853808/0\"/><p>图：立讯精密2020年前5大客户销售情况</p><p><strong>近年来立讯精密在苹果供应链中的地位逐步提升。</strong>2020年以来，立讯精密通过收购纬创资通两家子公司纬创投资（江苏）、纬新资通（昆山），以及投资控股日铠电脑配件有限公司，加快对苹果业务的拓展。</p><p><a href=\"https://laohu8.com/S/601066\">中信建投</a>研报表示，立讯精密目前在苹果体系已具备iPhone（昆山纬新）、Apple Watch、Air pods组装订单。零部件方面，公司连接器、无线充电、天线、声学、马达等均为苹果主力供应商，公司通过收购<a href=\"https://laohu8.com/S/01415\">高伟电子</a>布局光学领域，投资日铠电脑进入金属结构件领域，未来增长空间和利润弹性可观。</p><p>若立讯精密此次顺利拿下iPhone新机组装单，<strong>也意味着其“果链一哥”的地位再次得到巩固。</strong></p><p>IT行业分析师梁振鹏表示，“苹果公司有意扩充自己的供应链中的代工厂家的数量，来减少经营风险。立讯精密之前已经切入了苹果上游一些零部件的供应链，具备为iphone手机代工的能力。尽管这意味着立讯精密对苹果的依赖度逐渐的提高，但是从苹果公司的出货量和营业额来说，企业愿意去冒这个风险。”</p><p>3</p><p>素以投资嗅觉最灵敏著称的北上资金上周大幅净买入立讯精密14.69亿元，<strong>连续第5周净买入，也是本周净买入最多得个股，增持3435万股，总持股量达5.59亿股，创历史新高，持仓市值也首次突破250亿元。</strong></p><img src=\"http://inews.gtimg.com/newsapp_match/0/13700853809/0\"/><p>另外值得注意的是，近7天交易日来看，立讯精密更是位居A股外资净买入第一位，买入金额高达22.37亿元。立讯精密经过近段时间的回调，<strong>或早有外资进场<span>抄底</span>。</strong></p><p>文章综合自：证券之星、证券时报、界面新闻</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>首次代工iPhone！“果链巨头”立讯精密拿下苹果大单，总量达千万台</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{ 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left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n首次代工iPhone！“果链巨头”立讯精密拿下苹果大单，总量达千万台\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 13:16 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021062713204679cb6e6e&s=b><strong>和讯网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期，苹果概念股出现异动。6月25日有消息称，立讯精密今年将首度拿下iPhone新机组装单，有望在2023年超车和硕，成为iPhone第二大组装厂。受消息影响，25日，立讯精密股价盘中一度拉升逾9%，当日收盘报47.01元/股，涨2.55%，总市值约3307亿元。目前，iPhone组装订单主要由鸿海、和硕、纬创等三家承包。立讯精密此前已是苹果供应链成员，但主要供货电声元件、连接器等零组件。若今年...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021062713204679cb6e6e&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e64b08e46b6eb1bee9b4fcb8733eb9bd","relate_stocks":{"AAPL":"苹果","09086":"华夏纳指-U","002475":"立讯精密","03086":"华夏纳指"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021062713204679cb6e6e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2146043360","content_text":"近期，苹果概念股出现异动。6月25日有消息称，立讯精密今年将首度拿下iPhone新机组装单，有望在2023年超车和硕，成为iPhone第二大组装厂。受消息影响，25日，立讯精密股价盘中一度拉升逾9%，当日收盘报47.01元/股，涨2.55%，总市值约3307亿元。目前，iPhone组装订单主要由鸿海、和硕、纬创等三家承包。立讯精密此前已是苹果供应链成员，但主要供货电声元件、连接器等零组件。若今年拿下组装大单，立讯精密将上升为重要组装角色之一。稍早前，天风国际发布研报，预计立讯精密的iPhone组装事业将有显著增长，成为最大受益者。16月23日，天风国际分析师郭明錤称，展望2021–2023年，认为Apple在智慧型手机品牌中的成长能见度最佳。预期iPhone在2021与2022年将分别出货2.3–2.4亿与2.5–2.6亿部。而2020年iPhone出货约1.95亿部。郭明錤表示，在目前iPhone供应链中，立讯精密因2021年开始组装并出货iPhone，故预期立讯精密的iPhone组装事业在2021–2023年均有显著同比成长，为iPhone成长能见度高之最大受益者。郭明錤预计，立讯精密2021年iPhone出货量约1000万部，80%–90%为2021新款iPhone Pro。若立讯精密能在2022年下半年顺利取得新款iPhone NPI，则立讯精密在2022年的iPhone出货量将显著增长至3000万部–3500万部，并在2023年iPhone出货量超越和硕。从以上数据来看，立讯精密2021年代工比重占整体iPhone订单的4%左右。若公司在2022年下半年取得新款iPhone NPI订单，2022年其代工比重或升至12%左右。2国内电子零部件制造龙头立讯精密于2010年上市，产品主要服务于消费电子、通信及数据中心、汽车电子和医疗等领域。自上市以来，公司营业收入年复合增长率达50%。2020年立讯精密实现营业收入925.01亿元，同比增长47.96%，归母净利润为72.25亿元，同比增长53.28%。从营收结构来看，立讯精密主营产品消费性电子贡献近9成营收。从客户构成来看，拥有苹果、华为两大客户的立讯精密对大客户依赖程度较高。2020年立讯精密前五大客户收入为758.79亿元，同比增长57.56%，占总销售额82.3%，创历史新高。图：立讯精密2020年前5大客户销售情况近年来立讯精密在苹果供应链中的地位逐步提升。2020年以来，立讯精密通过收购纬创资通两家子公司纬创投资（江苏）、纬新资通（昆山），以及投资控股日铠电脑配件有限公司，加快对苹果业务的拓展。中信建投研报表示，立讯精密目前在苹果体系已具备iPhone（昆山纬新）、Apple Watch、Air pods组装订单。零部件方面，公司连接器、无线充电、天线、声学、马达等均为苹果主力供应商，公司通过收购高伟电子布局光学领域，投资日铠电脑进入金属结构件领域，未来增长空间和利润弹性可观。若立讯精密此次顺利拿下iPhone新机组装单，也意味着其“果链一哥”的地位再次得到巩固。IT行业分析师梁振鹏表示，“苹果公司有意扩充自己的供应链中的代工厂家的数量，来减少经营风险。立讯精密之前已经切入了苹果上游一些零部件的供应链，具备为iphone手机代工的能力。尽管这意味着立讯精密对苹果的依赖度逐渐的提高，但是从苹果公司的出货量和营业额来说，企业愿意去冒这个风险。”3素以投资嗅觉最灵敏著称的北上资金上周大幅净买入立讯精密14.69亿元，连续第5周净买入，也是本周净买入最多得个股，增持3435万股，总持股量达5.59亿股，创历史新高，持仓市值也首次突破250亿元。另外值得注意的是，近7天交易日来看，立讯精密更是位居A股外资净买入第一位，买入金额高达22.37亿元。立讯精密经过近段时间的回调，或早有外资进场抄底。文章综合自：证券之星、证券时报、界面新闻","news_type":1},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124462564,"gmtCreate":1624782148658,"gmtModify":1703845092157,"author":{"id":"3569541446805658","authorId":"3569541446805658","name":"ChingYee","avatar":"https://static.tigerbbs.com/24687680699c2fdc61d34a41fcba1b8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569541446805658","authorIdStr":"3569541446805658"},"themes":[],"htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/124462564","repostId":"2146043360","repostType":2,"repost":{"id":"2146043360","kind":"news","pubTimestamp":1624770991,"share":"https://ttm.financial/m/news/2146043360?lang=&edition=fundamental","pubTime":"2021-06-27 13:16","market":"us","language":"zh","title":"首次代工iPhone！“果链巨头”立讯精密拿下苹果大单，总量达千万台","url":"https://stock-news.laohu8.com/highlight/detail?id=2146043360","media":"和讯网","summary":"6月25日有消息称，立讯精密今年将首度拿下iPhone新机组装单，有望在2023年超车和硕，成为iPhone第二大组装厂。目前，iPhone组装订单主要由鸿海、和硕、纬创等三家承包。而2020年iPhone出货约1.95亿部。从以上数据来看，立讯精密2021年代工比重占整体iPhone订单的4%左右。若公司在2022年下半年取得新款iPhone NPI订单，2022年其代工比重或升至12%左右。若立讯精密此次顺利拿下iPhone新机组装单，也意味着其“果链一哥”的地位再次得到巩固。","content":"<html><body><article><p>近期，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>概念股出现异动。</p><p>6月25日有消息称，<a href=\"https://laohu8.com/S/002475\">立讯精密</a>今年将首度拿下iPhone新机组装单，有望在2023年超车和硕，<strong>成为iPhone第二大组装厂</strong>。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13700853772/0\"/><p>受消息影响，25日，立讯精密股价盘中一度<span>拉升</span>逾9%，当日收盘报47.01元/股，涨2.55%，<strong><span>总市值</span>约3307亿元</strong>。</p><p>目前，iPhone组装订单主要由鸿海、和硕、纬创等三家承包。立讯精密此前已是苹果供应链成员，但主要供货电声元件、连接器等零组件。<strong>若今年拿下组装大单，立讯精密将上升为重要组装角色之一。</strong></p><p>稍早前，天风国际发布研报，预计立讯精密的iPhone组装事业将有显著增长，成为最大受益者。</p><p>1</p><p>6月23日，天风国际分析师郭明錤称，展望2021–2023年，认为Apple在智慧型手机品牌中的成长能见度最佳。预期iPhone在2021与2022年将分别<span>出货</span>2.3–2.4亿与2.5–2.6亿部。而2020年iPhone出货约1.95亿部。</p><p>郭明錤表示，在目前iPhone供应链中，立讯精密因2021年开始组装并出货iPhone，故<strong>预期立讯精密的iPhone组装事业在2021–2023年均有显著同比成长，为iPhone成长能见度高之最大受益者。</strong></p><img src=\"http://inews.gtimg.com/newsapp_match/0/13700853773/0\"/><p>郭明錤预计，<strong>立讯精密2021年iPhone出货量约1000万部</strong>，80%–90%为2021新款iPhone Pro。</p><p>若立讯精密能在2022年下半年顺利取得新款iPhone NPI，则立讯精密在2022年的iPhone出货量<strong>将显著增长至3000万部–3500万部</strong>，并在2023年iPhone出货量超越和硕。</p><p>从以上数据来看，立讯精密2021年代工比重占整体iPhone订单的4%左右。若公司在2022年下半年取得新款iPhone NPI订单，2022年其代工比重或升至12%左右。</p><p>2</p><p>国内电子零部件制造龙头立讯精密于2010年上市，产品主要服务于消费电子、通信及数据中心、汽车电子和医疗等领域。</p><p>自上市以来，公司<span>营业收入</span>年复合增长率达50%。2020年立讯精密实现营业收入925.01亿元，同比增长47.96%，归母<span>净利润</span>为72.25亿元，同比增长53.28%。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13700853807/0\"/><p>从营收结构来看，立讯精密<strong>主营产品消费性电子贡献近9成营收</strong>。</p><p>从客户构成来看，<strong>拥有苹果、华为两大客户的立讯精密对大客户依赖程度较高。</strong>2020年立讯精密前五大客户收入为758.79亿元，同比增长57.56%，占总销售额82.3%，创历史新高。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13700853808/0\"/><p>图：立讯精密2020年前5大客户销售情况</p><p><strong>近年来立讯精密在苹果供应链中的地位逐步提升。</strong>2020年以来，立讯精密通过收购纬创资通两家子公司纬创投资（江苏）、纬新资通（昆山），以及投资控股日铠电脑配件有限公司，加快对苹果业务的拓展。</p><p><a href=\"https://laohu8.com/S/601066\">中信建投</a>研报表示，立讯精密目前在苹果体系已具备iPhone（昆山纬新）、Apple Watch、Air pods组装订单。零部件方面，公司连接器、无线充电、天线、声学、马达等均为苹果主力供应商，公司通过收购<a href=\"https://laohu8.com/S/01415\">高伟电子</a>布局光学领域，投资日铠电脑进入金属结构件领域，未来增长空间和利润弹性可观。</p><p>若立讯精密此次顺利拿下iPhone新机组装单，<strong>也意味着其“果链一哥”的地位再次得到巩固。</strong></p><p>IT行业分析师梁振鹏表示，“苹果公司有意扩充自己的供应链中的代工厂家的数量，来减少经营风险。立讯精密之前已经切入了苹果上游一些零部件的供应链，具备为iphone手机代工的能力。尽管这意味着立讯精密对苹果的依赖度逐渐的提高，但是从苹果公司的出货量和营业额来说，企业愿意去冒这个风险。”</p><p>3</p><p>素以投资嗅觉最灵敏著称的北上资金上周大幅净买入立讯精密14.69亿元，<strong>连续第5周净买入，也是本周净买入最多得个股，增持3435万股，总持股量达5.59亿股，创历史新高，持仓市值也首次突破250亿元。</strong></p><img src=\"http://inews.gtimg.com/newsapp_match/0/13700853809/0\"/><p>另外值得注意的是，近7天交易日来看，立讯精密更是位居A股外资净买入第一位，买入金额高达22.37亿元。立讯精密经过近段时间的回调，<strong>或早有外资进场<span>抄底</span>。</strong></p><p>文章综合自：证券之星、证券时报、界面新闻</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>首次代工iPhone！“果链巨头”立讯精密拿下苹果大单，总量达千万台</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{ 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left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n首次代工iPhone！“果链巨头”立讯精密拿下苹果大单，总量达千万台\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 13:16 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021062713204679cb6e6e&s=b><strong>和讯网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期，苹果概念股出现异动。6月25日有消息称，立讯精密今年将首度拿下iPhone新机组装单，有望在2023年超车和硕，成为iPhone第二大组装厂。受消息影响，25日，立讯精密股价盘中一度拉升逾9%，当日收盘报47.01元/股，涨2.55%，总市值约3307亿元。目前，iPhone组装订单主要由鸿海、和硕、纬创等三家承包。立讯精密此前已是苹果供应链成员，但主要供货电声元件、连接器等零组件。若今年...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021062713204679cb6e6e&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e64b08e46b6eb1bee9b4fcb8733eb9bd","relate_stocks":{"AAPL":"苹果","09086":"华夏纳指-U","002475":"立讯精密","03086":"华夏纳指"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021062713204679cb6e6e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2146043360","content_text":"近期，苹果概念股出现异动。6月25日有消息称，立讯精密今年将首度拿下iPhone新机组装单，有望在2023年超车和硕，成为iPhone第二大组装厂。受消息影响，25日，立讯精密股价盘中一度拉升逾9%，当日收盘报47.01元/股，涨2.55%，总市值约3307亿元。目前，iPhone组装订单主要由鸿海、和硕、纬创等三家承包。立讯精密此前已是苹果供应链成员，但主要供货电声元件、连接器等零组件。若今年拿下组装大单，立讯精密将上升为重要组装角色之一。稍早前，天风国际发布研报，预计立讯精密的iPhone组装事业将有显著增长，成为最大受益者。16月23日，天风国际分析师郭明錤称，展望2021–2023年，认为Apple在智慧型手机品牌中的成长能见度最佳。预期iPhone在2021与2022年将分别出货2.3–2.4亿与2.5–2.6亿部。而2020年iPhone出货约1.95亿部。郭明錤表示，在目前iPhone供应链中，立讯精密因2021年开始组装并出货iPhone，故预期立讯精密的iPhone组装事业在2021–2023年均有显著同比成长，为iPhone成长能见度高之最大受益者。郭明錤预计，立讯精密2021年iPhone出货量约1000万部，80%–90%为2021新款iPhone Pro。若立讯精密能在2022年下半年顺利取得新款iPhone NPI，则立讯精密在2022年的iPhone出货量将显著增长至3000万部–3500万部，并在2023年iPhone出货量超越和硕。从以上数据来看，立讯精密2021年代工比重占整体iPhone订单的4%左右。若公司在2022年下半年取得新款iPhone NPI订单，2022年其代工比重或升至12%左右。2国内电子零部件制造龙头立讯精密于2010年上市，产品主要服务于消费电子、通信及数据中心、汽车电子和医疗等领域。自上市以来，公司营业收入年复合增长率达50%。2020年立讯精密实现营业收入925.01亿元，同比增长47.96%，归母净利润为72.25亿元，同比增长53.28%。从营收结构来看，立讯精密主营产品消费性电子贡献近9成营收。从客户构成来看，拥有苹果、华为两大客户的立讯精密对大客户依赖程度较高。2020年立讯精密前五大客户收入为758.79亿元，同比增长57.56%，占总销售额82.3%，创历史新高。图：立讯精密2020年前5大客户销售情况近年来立讯精密在苹果供应链中的地位逐步提升。2020年以来，立讯精密通过收购纬创资通两家子公司纬创投资（江苏）、纬新资通（昆山），以及投资控股日铠电脑配件有限公司，加快对苹果业务的拓展。中信建投研报表示，立讯精密目前在苹果体系已具备iPhone（昆山纬新）、Apple Watch、Air pods组装订单。零部件方面，公司连接器、无线充电、天线、声学、马达等均为苹果主力供应商，公司通过收购高伟电子布局光学领域，投资日铠电脑进入金属结构件领域，未来增长空间和利润弹性可观。若立讯精密此次顺利拿下iPhone新机组装单，也意味着其“果链一哥”的地位再次得到巩固。IT行业分析师梁振鹏表示，“苹果公司有意扩充自己的供应链中的代工厂家的数量，来减少经营风险。立讯精密之前已经切入了苹果上游一些零部件的供应链，具备为iphone手机代工的能力。尽管这意味着立讯精密对苹果的依赖度逐渐的提高，但是从苹果公司的出货量和营业额来说，企业愿意去冒这个风险。”3素以投资嗅觉最灵敏著称的北上资金上周大幅净买入立讯精密14.69亿元，连续第5周净买入，也是本周净买入最多得个股，增持3435万股，总持股量达5.59亿股，创历史新高，持仓市值也首次突破250亿元。另外值得注意的是，近7天交易日来看，立讯精密更是位居A股外资净买入第一位，买入金额高达22.37亿元。立讯精密经过近段时间的回调，或早有外资进场抄底。文章综合自：证券之星、证券时报、界面新闻","news_type":1},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124462612,"gmtCreate":1624782122336,"gmtModify":1703845091995,"author":{"id":"3569541446805658","authorId":"3569541446805658","name":"ChingYee","avatar":"https://static.tigerbbs.com/24687680699c2fdc61d34a41fcba1b8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569541446805658","authorIdStr":"3569541446805658"},"themes":[],"htmlText":"[Cry]&nbsp;","listText":"[Cry]&nbsp;","text":"[Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/124462612","repostId":"2146541004","repostType":2,"repost":{"id":"2146541004","kind":"news","pubTimestamp":1624773008,"share":"https://ttm.financial/m/news/2146541004?lang=&edition=fundamental","pubTime":"2021-06-27 13:50","market":"sh","language":"zh","title":"打孔屏+屏下指纹！这届iPhone全是安卓玩剩下的","url":"https://stock-news.laohu8.com/highlight/detail?id=2146541004","media":"腾讯新闻","summary":"同时他还预测2022款iPhone的部分型号可能会支持屏下指纹功能。要知道，打孔屏和屏下指纹早就是国内安卓手机多年玩剩下的东西，苹果此举令不少果粉吐槽：“这几年的iPhone没新意了不少，还各种“抄袭”安卓，能拿点实际的东西出来吗？”据悉，iPhone 14抹去刘海的最主要原因是，苹果找到了极高安全性的屏下识别方案，足以替代现有的刘海Face ID。","content":"<html><body><p>原标题：打孔屏+屏下指纹！这届iPhone全是安卓玩剩下的 来源：<a href=\"https://laohu8.com/S/00700\">腾讯</a>新闻</p><p>现在你还觉得iPhone手机有创新吗？</p><p>近日，iPhone13系列新机又开始频繁曝光，各种渲染图满天飞，其中最受关注的则是两款全新的配色方案，一种类似于“黄铜色”的全新色系，另一种则为“Rose Pink”（玫瑰粉）配色。</p><p>令人意外的是，就在大家都普遍关注iPhone13的外观时候，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>爆料一哥郭明錤透露了一些将在明年发布的iPhone 14（暂定名）的信息。</p><div><img src=\"http://k.sinaimg.cn/n/spider2021627/65/w480h385/20210627/3dea-krwipar7596926.png/w720fin.jpg\"/></div><p>郭明錤的报告显示，2022年秋天，苹果依然会推出四款全新iPhone，两款高端 iPhone (6.1寸与6.7寸) 与两款较低端iPhone (6.1寸与6.7寸)。同时他还预测2022款iPhone的部分型号可能会支持屏下指纹功能。</p><p>随后，数码博主@IT科技侠 就曝光了iPhone 14的渲染图，一起来看看。</p><div><img src=\"http://k.sinaimg.cn/n/spider2021627/160/w480h480/20210627/4cc6-krwipar7596927.jpg/w720fin.jpg\"/></div><p>如上图，iPhone 14终于告别了刘海屏，采用居中打孔屏的方案，同时前摄开孔极小，能将开孔对屏幕的影响降至最低，配合上四边等宽的边框处理，整机视觉效果还是不错的。</p><p>要知道，打孔屏和屏下指纹早就是国内安卓手机多年玩剩下的东西，苹果此举令不少果粉吐槽：“这几年的iPhone没新意了不少，还各种“抄袭”安卓，能拿点实际的东西出来吗？”</p><div><img src=\"http://k.sinaimg.cn/n/spider2021627/748/w480h268/20210627/9963-krwipar7596984.png/w720fin.jpg\"/></div><p>据悉，iPhone 14抹去刘海的最主要原因是，苹果找到了极高安全性的屏下识别方案，足以替代现有的刘海Face ID。</p><p>但想实现屏下摄像头技术还是需要一定的时间，有消息称苹果将在2023年才会推出前置屏下摄像头的iPhone。</p><p>最后，对于即将到来的iPhone13系列，消息称并不会出现1TB版本（最高512GB），其次新机的售价跟上一代保持一致，也就是699美元，国内对应行货价格是5499元起，最后全系将首发搭载A15处理器。</p><div><img src=\"http://k.sinaimg.cn/n/spider2021627/43/w480h363/20210627/e795-krwipar7596985.png/w720fin.jpg\"/></div><p>可以看出，在提升性能的同时，苹果并没有涨价。</p><p>对于果粉比较在意的续航问题，其电池含量预计要比上一代更大一些，其中iPhone 13 Pro Max是4352mAh，比12 Pro Max的3687mAh多出近700mAh，iPhone 13是3095mAh，iPhone 13 min则i是2406mAh。</p><p>整体来讲，iPhone 13是会比目前的iPhone 12更好的，价格也更能接受，你会等待新iPhone吗？</p><p><font>—</font>【 THE END 】—</p></body></html>","source":"sina_symbol","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>打孔屏+屏下指纹！这届iPhone全是安卓玩剩下的</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{ 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#494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n打孔屏+屏下指纹！这届iPhone全是安卓玩剩下的\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 13:50 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2021-06-27/doc-ikqcfnca3543515.shtml><strong>腾讯新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：打孔屏+屏下指纹！这届iPhone全是安卓玩剩下的 来源：腾讯新闻现在你还觉得iPhone手机有创新吗？近日，iPhone13系列新机又开始频繁曝光，各种渲染图满天飞，其中最受关注的则是两款全新的配色方案，一种类似于“黄铜色”的全新色系，另一种则为“Rose Pink”（玫瑰粉）配色。令人意外的是，就在大家都普遍关注iPhone13的外观时候，苹果爆料一哥郭明錤透露了一些将在明年发布的...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2021-06-27/doc-ikqcfnca3543515.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1f6a488111ccf3c9a09c192adcd70bf4","relate_stocks":{"03086":"华夏纳指","AAPL":"苹果","09086":"华夏纳指-U"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2021-06-27/doc-ikqcfnca3543515.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146541004","content_text":"原标题：打孔屏+屏下指纹！这届iPhone全是安卓玩剩下的 来源：腾讯新闻现在你还觉得iPhone手机有创新吗？近日，iPhone13系列新机又开始频繁曝光，各种渲染图满天飞，其中最受关注的则是两款全新的配色方案，一种类似于“黄铜色”的全新色系，另一种则为“Rose Pink”（玫瑰粉）配色。令人意外的是，就在大家都普遍关注iPhone13的外观时候，苹果爆料一哥郭明錤透露了一些将在明年发布的iPhone 14（暂定名）的信息。郭明錤的报告显示，2022年秋天，苹果依然会推出四款全新iPhone，两款高端 iPhone (6.1寸与6.7寸) 与两款较低端iPhone (6.1寸与6.7寸)。同时他还预测2022款iPhone的部分型号可能会支持屏下指纹功能。随后，数码博主@IT科技侠 就曝光了iPhone 14的渲染图，一起来看看。如上图，iPhone 14终于告别了刘海屏，采用居中打孔屏的方案，同时前摄开孔极小，能将开孔对屏幕的影响降至最低，配合上四边等宽的边框处理，整机视觉效果还是不错的。要知道，打孔屏和屏下指纹早就是国内安卓手机多年玩剩下的东西，苹果此举令不少果粉吐槽：“这几年的iPhone没新意了不少，还各种“抄袭”安卓，能拿点实际的东西出来吗？”据悉，iPhone 14抹去刘海的最主要原因是，苹果找到了极高安全性的屏下识别方案，足以替代现有的刘海Face ID。但想实现屏下摄像头技术还是需要一定的时间，有消息称苹果将在2023年才会推出前置屏下摄像头的iPhone。最后，对于即将到来的iPhone13系列，消息称并不会出现1TB版本（最高512GB），其次新机的售价跟上一代保持一致，也就是699美元，国内对应行货价格是5499元起，最后全系将首发搭载A15处理器。可以看出，在提升性能的同时，苹果并没有涨价。对于果粉比较在意的续航问题，其电池含量预计要比上一代更大一些，其中iPhone 13 Pro Max是4352mAh，比12 Pro Max的3687mAh多出近700mAh，iPhone 13是3095mAh，iPhone 13 min则i是2406mAh。整体来讲，iPhone 13是会比目前的iPhone 12更好的，价格也更能接受，你会等待新iPhone吗？—【 THE END 】—","news_type":1},"isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120039565,"gmtCreate":1624287459957,"gmtModify":1703832593036,"author":{"id":"3569541446805658","authorId":"3569541446805658","name":"ChingYee","avatar":"https://static.tigerbbs.com/24687680699c2fdc61d34a41fcba1b8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569541446805658","authorIdStr":"3569541446805658"},"themes":[],"htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/120039565","repostId":"2145342087","repostType":2,"repost":{"id":"2145342087","kind":"highlight","pubTimestamp":1624274300,"share":"https://ttm.financial/m/news/2145342087?lang=&edition=fundamental","pubTime":"2021-06-21 19:18","market":"hk","language":"zh","title":"Piper Sandler：重申AMD(AMD.US)“增持”评级，目标价为110美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2145342087","media":"智通财经网","summary":"Piper Sandler分析师Harsh Kumar发布研究报告，重申对AMD(AMD.US)的“增持”评级，目标价为110美元。","content":"<html><body><div> <p>智通财经APP获悉，Piper Sandler分析师Harsh  Kumar发布研究报告，重申对<a href=\"https://laohu8.com/S/AMD\">AMD</a>(AMD.US)的“增持”评级，目标价为110美元。该分析师在与AMD管理层谈话后，对该公司驱动其业绩增长的因素和市场竞争中的定位充满信心。</p><p>该分析师表示，看好AMD在公司服务器、个人电脑和笔记本电脑的领域上的发展。虽然该股今年以来的表现比半导体行业指数还低了约18%，但  \"我们不认为目前的水平是该股最终的表现，\"Kumar说道。</p> </div></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Piper Sandler：重申AMD(AMD.US)“增持”评级，目标价为110美元</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPiper Sandler：重申AMD(AMD.US)“增持”评级，目标价为110美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 19:18 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/498121.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，Piper Sandler分析师Harsh  Kumar发布研究报告，重申对AMD(AMD.US)的“增持”评级，目标价为110美元。该分析师在与AMD管理层谈话后，对该公司驱动其业绩增长的因素和市场竞争中的定位充满信心。该分析师表示，看好AMD在公司服务器、个人电脑和笔记本电脑的领域上的发展。虽然该股今年以来的表现比半导体行业指数还低了约18%，但  \"我们不认为目前的水平是...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/498121.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/image/20210621/20210621194028_78902.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","relate_stocks":{"AMD":"美国超微公司"},"source_url":"http://www.zhitongcaijing.com/content/detail/498121.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2145342087","content_text":"智通财经APP获悉，Piper Sandler分析师Harsh  Kumar发布研究报告，重申对AMD(AMD.US)的“增持”评级，目标价为110美元。该分析师在与AMD管理层谈话后，对该公司驱动其业绩增长的因素和市场竞争中的定位充满信心。该分析师表示，看好AMD在公司服务器、个人电脑和笔记本电脑的领域上的发展。虽然该股今年以来的表现比半导体行业指数还低了约18%，但  \"我们不认为目前的水平是该股最终的表现，\"Kumar说道。","news_type":1},"isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120039117,"gmtCreate":1624287436439,"gmtModify":1703832592546,"author":{"id":"3569541446805658","authorId":"3569541446805658","name":"ChingYee","avatar":"https://static.tigerbbs.com/24687680699c2fdc61d34a41fcba1b8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569541446805658","authorIdStr":"3569541446805658"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/120039117","repostId":"2145222082","repostType":2,"repost":{"id":"2145222082","kind":"news","pubTimestamp":1624274520,"share":"https://ttm.financial/m/news/2145222082?lang=&edition=fundamental","pubTime":"2021-06-21 19:22","market":"us","language":"zh","title":"凯度BrandZ™最具价值全球品牌排行榜发布 特斯拉品牌价值增速最快","url":"https://stock-news.laohu8.com/highlight/detail?id=2145222082","media":"财经自媒体","summary":"今天发布的2021年凯度BrandZ最具价值全球品牌排行榜显示，上榜的100强品牌总价值较一年前增长了42%，涨幅超过了过去15年平均增幅的四倍。品牌价值的上升来源于疫苗上市带来的信心恢复、各国的经济刺激政策以及不断改善的经济前景。美国品牌占据了100强中的56席；亚马逊和苹果是美国品牌的领先者，两者的品牌价值都超过了5000亿美元。　　 凯度BrandZ排行榜的最顶尖品牌多数来自于科技行业，前十名中有七个是科技相关品牌。","content":"<html><body><p>原标题：【重磅发布】2021年凯度BrandZ™最具价值全球品牌排行榜（附完整榜单）</p><p>来源：凯度</p><p>全球最有价值的100个品牌在过年一年里实现了创纪录的价值增长，总价值达到了7.1万亿美元，相当于法国和德国的GDP总和。今天发布的2021年凯度BrandZ™最具价值全球品牌排行榜显示，上榜的100强品牌总价值较一年前增长了42%，涨幅超过了过去15年平均增幅的四倍。品牌价值的上升来源于疫苗上市带来的信心恢复、各国的经济刺激政策以及不断改善的经济前景。美国品牌占据了100强中的56席；<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和<a href=\"https://laohu8.com/S/AAPL\">苹果</a>是美国品牌的领先者，两者的品牌价值都超过了5000亿美元。</p><div><img src=\"http://k.sinaimg.cn/n/finance/crawl/790/w550h240/20210621/696d-krpikqh4060457.jpg/w720fin.jpg\"/></div><p>上榜的中国品牌（注1）达到了18个，这也使中国继续成为上榜品牌数量第二多的国家，并进一步拉开了与欧洲品牌的领先优势。<a href=\"https://laohu8.com/S/00700\">腾讯</a>和<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>均巩固了自己全球前十强的地位，其中腾讯更是凭借60%的品牌价值增幅跻身全球前五强。茅台是全球价值最高的酒类品牌，是第二名（百威）的四倍。</p><p>今年凯度BrandZ™最具价值全球品牌排行榜报告总结的趋势洞察包括：</p><p>• 亚马逊卫冕了全球最有价值品牌的宝座，其品牌价值增长了64%达到了6840亿美元（相当于波兰的GDP）。自从2006年首次进入BrandZ™排行榜以来，亚马逊在去年的品牌价值增长幅度最大，一年内上升了2680亿美元，与苹果一起最先跨过了5000亿美元的品牌价值大关。苹果的品牌价值在今年达到了6120亿美元；</p><p>• 去年增速最快的品牌是<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>：其品牌价值较一年前增长了275%达到了426亿美元，它也由此成为了最具价值的汽车品牌；</p><p>• 有69个品牌对于100强总价值的增长做出了贡献，它们的品牌价值较2020年增长了至少5%；13个新入榜的品牌也提升了上榜品牌的总价值，新晋品牌包括<a href=\"https://laohu8.com/S/ZM\">Zoom</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>和Spotify；</p><p>• 凯度BrandZ™排行榜的最顶尖品牌多数来自于科技行业，前十名中有七个是科技相关品牌。技术的发展也帮助其他行业的品牌实现了显著增长。古驰在疫情期间依托TikTok继续维持与消费者的沟通，而技术也让<a href=\"https://laohu8.com/S/DPZ\">达美乐比萨</a>在疫情的冲击下仍然能够顺畅完成网上下单送货上门。今年排行榜上前十名的品牌价值合计达到了3.3万亿美元，而2011年的前十名合计仅为8000亿美元；</p><p>• 按国家来看，美国品牌在2021年的增速是最快的，平均每个品牌的同比增长为46%。这也意味着虽然美国的GDP只占全球GDP的24%，但美国品牌合计占据了全球100强品牌总价值的74%；</p><p>• 中国品牌进一步拉开了领先欧洲品牌的优势。在2011年时，中国品牌合计贡献了全球100强品牌价值的11%，而今天这一比例已经上升到了14%。与此相反，欧洲品牌在2011年时的份额为20%，而现在只有8%。</p><p>作为权威的大型品牌建设数据库，凯度BrandZ™的数据已经成为了全球品牌价值评估领域的硬通货。它将严谨的财务分析与广泛的品牌资产研究相结合，量化了品牌为企业的财务表现所做出的贡献。自1998年以来，凯度BrandZ™已经在全球51个市场上调查了400多万名消费者，涉及1.8万个品牌。</p><div><img src=\"http://k.sinaimg.cn/n/finance/crawl/171/w550h421/20210621/8520-krpikqh4060479.jpg/w720fin.jpg\"/></div><p>今年上榜的中国品牌数量达到了18个，其中<a href=\"https://laohu8.com/S/PDD\">拼多多</a>和贝壳找房是首次上榜。去年就在榜上的15个品牌中有13个品牌实现了品牌价值增长，并且有八个品牌实现了排名提升。中国品牌在增速方面表现尤其亮眼。全球一共有五个品牌实现了超过100%的价值增长，除了特斯拉之外，其余四个全部来自中国或是中国企业拥有的品牌，分别是拼多多、美团、茅台和TikTok。</p><p>凯度大中华区总裁兼凯度BrandZ™全球主席王幸表示：“在如此艰难的一年之后，中国品牌仍然取得了强劲的增速，成为全球越来越重要的一支力量。这一方面是由于中国宏观经济实现了稳健与强劲的反弹，中国消费者对未来抱有乐观的预期，而中国品牌擅于通过创新满足消费者不断变化的需求，因此得到了更高的消费者热爱与忠诚。另一方面，在进入新发展阶段后，越来越多的中国企业也意识到要从中国速度向中国质量转变，从中国产品向中国品牌转变，即使在最困难的时刻也没有停止投资在品牌建设上。”</p><p>她表示：“过去一年里很多中国品牌仍然砥砺前行，致力于开拓海外市场。凯度的首要任务之一是助力中国企业打造强大、坚韧、真正立于世界舞台的全球化品牌。疫情阴影下的2020年是这条建设路上的一场大考，而很多中国品牌拿出了一张漂亮的答卷。”</p><div><img src=\"http://k.sinaimg.cn/n/finance/crawl/402/w550h652/20210621/6951-krpikqh4060519.jpg/w720fin.jpg\"/></div><p>凯度首席市场官娜塔莉·波戴特表示：“2020至2021年可以说是品牌增长创纪录的一年。虽然大家都遇到了各种挑战，但我们的研究再一次证明，强大的品牌能为股东带来优异的回报，让企业更有韧性，股价反弹也更快。经过2020年之后，电子商务对总体销售的贡献比例从12%提升到了15%，参与电商价值链的所有品牌都受益良多，其中就包括从零售商到像<a href=\"https://laohu8.com/S/FDX\">联邦快递</a>和UPS这样的快递物流企业。”</p><div><img src=\"http://k.sinaimg.cn/n/finance/crawl/44/w550h294/20210621/2935-krpikqh4060544.jpg/w720fin.jpg\"/></div><p>她表示：“在疫情初期，有很多行业被大家认为将受到严重的冲击。但实际上我们也依然看到了这些行业的增长。比如说，服装品牌这一整体在排行榜上的表现好于媒体与娱乐类品牌。而虽然旅行减少和居家隔离给奢侈品行业带来了一些冲击，但这些品牌重新找到了聚焦的方向，同样也实现了增长。”</p><p>事实上，无论品牌属于哪个行业，只要它能够满足消费者不断变化的需求，适应人们新出现的行为方式，它的品牌价值就会上升。</p><p>• 随着消费者们在隔离期间在家待了更多的时间，媒体与娱乐行业品牌实现了高达50%的价值增长。游戏行业背后的芯片提供商英伟达和AMD首次进入了全球100强榜单；</p><p>• 但是，媒体与娱乐行业的光芒被服装品牌盖过了，因为在家工作的结果是人们重新定义了工作与休闲服饰。体育服装品牌，如<a href=\"https://laohu8.com/S/0OLD.UK\">阿迪达斯</a>、<a href=\"https://laohu8.com/S/NKE\">耐克</a>、彪马和Lululemon都实现了50%以上的品牌价值增长。然而，快时尚品牌总体上表现不佳，仅有优衣库（+88%）和H&amp;M（+47%）实现了较大的品牌价值增长；</p><p>• 随着疫情期间全世界的消费者都转向线上购买，前20大零售品牌的合计品牌价值上升了48%。除了亚马逊的成功之外，中国的电子商务品牌也涨势强劲：全球排名第七的阿里巴巴巩固了全球零售品牌亚军的地位，而拼多多则是全球增速最快的零售品牌。零售赢家中并不只有电商品牌，线上业务爆涨86%（注2）的<a href=\"https://laohu8.com/S/HD\">家得宝</a>获得了22%的品牌价值增长，<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>的价值也上升了30%，Lowe’s更是大涨了51%；</p><p>• 由于人们在疫情期间更加强烈地感受到了生活场景与品牌相互的联接、共创体验的价值，物联网生态品牌海尔在过去一年中实现了41%的品牌价值增长，排名也上升了3位达到了第65名；</p><p>• 新入榜品牌Zoom是2021年最成功的科技品牌故事之一，它方便易用又稳定可靠，赢得了大量的企业和个人用户。它首次入榜就以369亿美元的品牌价值位居第52名；</p><p>• 很多品牌通过订阅式的商业模式赢得了成功。<a href=\"https://laohu8.com/S/MSFT\">微软</a>（+26%）就是最佳的例子之一：它通过创新的服务适应人们新的工作模式，订阅收费不仅方便，而且快速地扩大了服务对象的规模。Xbox（+55%）、<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>（+13%）和Netflix（+55%）都采用了相同的策略。音乐流媒体平台Spotify的订户人数从2015年至2020年前增长了454%，并且品牌资产也得到显著改善，终于在今年首次上榜。除了科技品牌之外，订阅式的收费也同样帮助从Lululemon、耐克、梅赛德斯·奔驰到<a href=\"https://laohu8.com/S/0O26.UK\">喜力啤酒</a>的各行业品牌实现品牌价值提升；</p><p>• 疫情并没能阻止酒类品牌增长的步伐，来自中国白酒品牌的贡献尤其明显。全球最有价值的酒类品牌是中国茅台（1093亿美元）：它的品牌价值在一年之间实现了翻倍，现在是百威（255亿美元，酒类品牌价值第二名）的四倍。喜力是价值增长速度最快的啤酒品牌，较一年前上升了16%（酒类品牌价值第四名）。</p><p>品牌声誉，尤其是在可持续发展和道德领域的表现，正在成为品牌增长背后越来越重要的驱动因素。奢侈品品牌的价值上升了34%，这主要是由于以LVMH为代表的法国和意大利的品牌参与了与疫情相关的公益行为，启动可持续化转型，以及支持“黑人的命也是命（Black Lives Matter）”等社会运动，投资打造自己的品牌声誉。类似地，虽然疫情让美妆品牌遭遇了巨大冲击，但巴黎<a href=\"https://laohu8.com/S/0NZM.UK\">欧莱雅</a>成功地把它的品牌与投资用于支持女性平权运动，让品牌价值实现了逆势上扬。</p><p>“今年的排行榜再次证明品牌建设是确保增长的关键，”波戴特表示。“通过追踪最强大品牌的股价表现，我们可以看到它们比其他指标反弹速度快两倍。我们的数据分析也发现，如果品牌能做好四项基础工作，那它们就有70%的可能获得成功。这四项基础工作包括：在品牌拥有的各个接触点上提供优异的体验，拥有一系列精心设计的功能性产品与服务，极高的便利性，以及通过精彩的广告获得足够的曝光。新冠疫情也提醒我们，消费者也非常重视信任与可靠性。品牌必须要懂得不断进化和提升自己的价值，并且在重要事件上投射自己的影响力，才能展现自己的差异化，并最终脱颖而出。”</p><p>完整榜单</p><div><img src=\"http://k.sinaimg.cn/n/finance/transform/664/w550h3314/20210621/1782-krpikqh4067705.jpg/w720fin.jpg\"/></div></body></html>","source":"sina","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>凯度BrandZ™最具价值全球品牌排行榜发布 特斯拉品牌价值增速最快</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n凯度BrandZ™最具价值全球品牌排行榜发布 特斯拉品牌价值增速最快\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 19:22 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/chanjing/gsnews/2021-06-21/doc-ikqcfnca2364404.shtml><strong>财经自媒体</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：【重磅发布】2021年凯度BrandZ™最具价值全球品牌排行榜（附完整榜单）来源：凯度全球最有价值的100个品牌在过年一年里实现了创纪录的价值增长，总价值达到了7.1万亿美元，相当于法国和德国的GDP总和。今天发布的2021年凯度BrandZ™最具价值全球品牌排行榜显示，上榜的100强品牌总价值较一年前增长了42%，涨幅超过了过去15年平均增幅的四倍。品牌价值的上升来源于疫苗上市带来的信心...</p>\n\n<a href=\"https://finance.sina.com.cn/chanjing/gsnews/2021-06-21/doc-ikqcfnca2364404.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d1f099f6724852eed80c0925003dfca8","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://finance.sina.com.cn/chanjing/gsnews/2021-06-21/doc-ikqcfnca2364404.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2145222082","content_text":"原标题：【重磅发布】2021年凯度BrandZ™最具价值全球品牌排行榜（附完整榜单）来源：凯度全球最有价值的100个品牌在过年一年里实现了创纪录的价值增长，总价值达到了7.1万亿美元，相当于法国和德国的GDP总和。今天发布的2021年凯度BrandZ™最具价值全球品牌排行榜显示，上榜的100强品牌总价值较一年前增长了42%，涨幅超过了过去15年平均增幅的四倍。品牌价值的上升来源于疫苗上市带来的信心恢复、各国的经济刺激政策以及不断改善的经济前景。美国品牌占据了100强中的56席；亚马逊和苹果是美国品牌的领先者，两者的品牌价值都超过了5000亿美元。上榜的中国品牌（注1）达到了18个，这也使中国继续成为上榜品牌数量第二多的国家，并进一步拉开了与欧洲品牌的领先优势。腾讯和阿里巴巴均巩固了自己全球前十强的地位，其中腾讯更是凭借60%的品牌价值增幅跻身全球前五强。茅台是全球价值最高的酒类品牌，是第二名（百威）的四倍。今年凯度BrandZ™最具价值全球品牌排行榜报告总结的趋势洞察包括：• 亚马逊卫冕了全球最有价值品牌的宝座，其品牌价值增长了64%达到了6840亿美元（相当于波兰的GDP）。自从2006年首次进入BrandZ™排行榜以来，亚马逊在去年的品牌价值增长幅度最大，一年内上升了2680亿美元，与苹果一起最先跨过了5000亿美元的品牌价值大关。苹果的品牌价值在今年达到了6120亿美元；• 去年增速最快的品牌是特斯拉：其品牌价值较一年前增长了275%达到了426亿美元，它也由此成为了最具价值的汽车品牌；• 有69个品牌对于100强总价值的增长做出了贡献，它们的品牌价值较2020年增长了至少5%；13个新入榜的品牌也提升了上榜品牌的总价值，新晋品牌包括Zoom、英伟达、AMD和Spotify；• 凯度BrandZ™排行榜的最顶尖品牌多数来自于科技行业，前十名中有七个是科技相关品牌。技术的发展也帮助其他行业的品牌实现了显著增长。古驰在疫情期间依托TikTok继续维持与消费者的沟通，而技术也让达美乐比萨在疫情的冲击下仍然能够顺畅完成网上下单送货上门。今年排行榜上前十名的品牌价值合计达到了3.3万亿美元，而2011年的前十名合计仅为8000亿美元；• 按国家来看，美国品牌在2021年的增速是最快的，平均每个品牌的同比增长为46%。这也意味着虽然美国的GDP只占全球GDP的24%，但美国品牌合计占据了全球100强品牌总价值的74%；• 中国品牌进一步拉开了领先欧洲品牌的优势。在2011年时，中国品牌合计贡献了全球100强品牌价值的11%，而今天这一比例已经上升到了14%。与此相反，欧洲品牌在2011年时的份额为20%，而现在只有8%。作为权威的大型品牌建设数据库，凯度BrandZ™的数据已经成为了全球品牌价值评估领域的硬通货。它将严谨的财务分析与广泛的品牌资产研究相结合，量化了品牌为企业的财务表现所做出的贡献。自1998年以来，凯度BrandZ™已经在全球51个市场上调查了400多万名消费者，涉及1.8万个品牌。今年上榜的中国品牌数量达到了18个，其中拼多多和贝壳找房是首次上榜。去年就在榜上的15个品牌中有13个品牌实现了品牌价值增长，并且有八个品牌实现了排名提升。中国品牌在增速方面表现尤其亮眼。全球一共有五个品牌实现了超过100%的价值增长，除了特斯拉之外，其余四个全部来自中国或是中国企业拥有的品牌，分别是拼多多、美团、茅台和TikTok。凯度大中华区总裁兼凯度BrandZ™全球主席王幸表示：“在如此艰难的一年之后，中国品牌仍然取得了强劲的增速，成为全球越来越重要的一支力量。这一方面是由于中国宏观经济实现了稳健与强劲的反弹，中国消费者对未来抱有乐观的预期，而中国品牌擅于通过创新满足消费者不断变化的需求，因此得到了更高的消费者热爱与忠诚。另一方面，在进入新发展阶段后，越来越多的中国企业也意识到要从中国速度向中国质量转变，从中国产品向中国品牌转变，即使在最困难的时刻也没有停止投资在品牌建设上。”她表示：“过去一年里很多中国品牌仍然砥砺前行，致力于开拓海外市场。凯度的首要任务之一是助力中国企业打造强大、坚韧、真正立于世界舞台的全球化品牌。疫情阴影下的2020年是这条建设路上的一场大考，而很多中国品牌拿出了一张漂亮的答卷。”凯度首席市场官娜塔莉·波戴特表示：“2020至2021年可以说是品牌增长创纪录的一年。虽然大家都遇到了各种挑战，但我们的研究再一次证明，强大的品牌能为股东带来优异的回报，让企业更有韧性，股价反弹也更快。经过2020年之后，电子商务对总体销售的贡献比例从12%提升到了15%，参与电商价值链的所有品牌都受益良多，其中就包括从零售商到像联邦快递和UPS这样的快递物流企业。”她表示：“在疫情初期，有很多行业被大家认为将受到严重的冲击。但实际上我们也依然看到了这些行业的增长。比如说，服装品牌这一整体在排行榜上的表现好于媒体与娱乐类品牌。而虽然旅行减少和居家隔离给奢侈品行业带来了一些冲击，但这些品牌重新找到了聚焦的方向，同样也实现了增长。”事实上，无论品牌属于哪个行业，只要它能够满足消费者不断变化的需求，适应人们新出现的行为方式，它的品牌价值就会上升。• 随着消费者们在隔离期间在家待了更多的时间，媒体与娱乐行业品牌实现了高达50%的价值增长。游戏行业背后的芯片提供商英伟达和AMD首次进入了全球100强榜单；• 但是，媒体与娱乐行业的光芒被服装品牌盖过了，因为在家工作的结果是人们重新定义了工作与休闲服饰。体育服装品牌，如阿迪达斯、耐克、彪马和Lululemon都实现了50%以上的品牌价值增长。然而，快时尚品牌总体上表现不佳，仅有优衣库（+88%）和H&M（+47%）实现了较大的品牌价值增长；• 随着疫情期间全世界的消费者都转向线上购买，前20大零售品牌的合计品牌价值上升了48%。除了亚马逊的成功之外，中国的电子商务品牌也涨势强劲：全球排名第七的阿里巴巴巩固了全球零售品牌亚军的地位，而拼多多则是全球增速最快的零售品牌。零售赢家中并不只有电商品牌，线上业务爆涨86%（注2）的家得宝获得了22%的品牌价值增长，沃尔玛的价值也上升了30%，Lowe’s更是大涨了51%；• 由于人们在疫情期间更加强烈地感受到了生活场景与品牌相互的联接、共创体验的价值，物联网生态品牌海尔在过去一年中实现了41%的品牌价值增长，排名也上升了3位达到了第65名；• 新入榜品牌Zoom是2021年最成功的科技品牌故事之一，它方便易用又稳定可靠，赢得了大量的企业和个人用户。它首次入榜就以369亿美元的品牌价值位居第52名；• 很多品牌通过订阅式的商业模式赢得了成功。微软（+26%）就是最佳的例子之一：它通过创新的服务适应人们新的工作模式，订阅收费不仅方便，而且快速地扩大了服务对象的规模。Xbox（+55%）、迪士尼（+13%）和Netflix（+55%）都采用了相同的策略。音乐流媒体平台Spotify的订户人数从2015年至2020年前增长了454%，并且品牌资产也得到显著改善，终于在今年首次上榜。除了科技品牌之外，订阅式的收费也同样帮助从Lululemon、耐克、梅赛德斯·奔驰到喜力啤酒的各行业品牌实现品牌价值提升；• 疫情并没能阻止酒类品牌增长的步伐，来自中国白酒品牌的贡献尤其明显。全球最有价值的酒类品牌是中国茅台（1093亿美元）：它的品牌价值在一年之间实现了翻倍，现在是百威（255亿美元，酒类品牌价值第二名）的四倍。喜力是价值增长速度最快的啤酒品牌，较一年前上升了16%（酒类品牌价值第四名）。品牌声誉，尤其是在可持续发展和道德领域的表现，正在成为品牌增长背后越来越重要的驱动因素。奢侈品品牌的价值上升了34%，这主要是由于以LVMH为代表的法国和意大利的品牌参与了与疫情相关的公益行为，启动可持续化转型，以及支持“黑人的命也是命（Black Lives Matter）”等社会运动，投资打造自己的品牌声誉。类似地，虽然疫情让美妆品牌遭遇了巨大冲击，但巴黎欧莱雅成功地把它的品牌与投资用于支持女性平权运动，让品牌价值实现了逆势上扬。“今年的排行榜再次证明品牌建设是确保增长的关键，”波戴特表示。“通过追踪最强大品牌的股价表现，我们可以看到它们比其他指标反弹速度快两倍。我们的数据分析也发现，如果品牌能做好四项基础工作，那它们就有70%的可能获得成功。这四项基础工作包括：在品牌拥有的各个接触点上提供优异的体验，拥有一系列精心设计的功能性产品与服务，极高的便利性，以及通过精彩的广告获得足够的曝光。新冠疫情也提醒我们，消费者也非常重视信任与可靠性。品牌必须要懂得不断进化和提升自己的价值，并且在重要事件上投射自己的影响力，才能展现自己的差异化，并最终脱颖而出。”完整榜单","news_type":1},"isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167770899,"gmtCreate":1624286432211,"gmtModify":1703832548283,"author":{"id":"3569541446805658","authorId":"3569541446805658","name":"ChingYee","avatar":"https://static.tigerbbs.com/24687680699c2fdc61d34a41fcba1b8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569541446805658","authorIdStr":"3569541446805658"},"themes":[],"htmlText":"[Look&nbsp;back]&nbsp;","listText":"[Look&nbsp;back]&nbsp;","text":"[Look back]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167770899","repostId":"2145038963","repostType":2,"repost":{"id":"2145038963","kind":"news","pubTimestamp":1624280040,"share":"https://ttm.financial/m/news/2145038963?lang=&edition=fundamental","pubTime":"2021-06-21 20:54","market":"us","language":"zh","title":"香奈儿推天价苹果耳机保护套：售价19100元，可买9个AirPods Pro","url":"https://stock-news.laohu8.com/highlight/detail?id=2145038963","media":"界面新闻","summary":"香奈儿推天价苹果耳机保护套：售价19100元，可买9个AirPods Pro图片来源：香奈儿中国官网记者 | 鲁智高近日，香奈儿推出了两款AirPods耳机套项链，分别适用于AirPods和AirPods Pro，目前只有黑白两种颜色，国内官网售价均为19100元。从2016年9月上市后，苹果的AirPods耳机便受到用户追捧。苹果2021年第二财季财报显示，包括AirPods、Apple Watch和HomePod在内的可穿戴设备、家居设备和配件的营收为78.36亿美元，同比增长24.7%。","content":"<div>\n<p>原标题：香奈儿推天价苹果耳机保护套：售价19100元，可买9个AirPods Pro图片来源：香奈儿中国官网记者 | 鲁智高近日，香奈儿推出了两款AirPods耳机套项链，分别适用于AirPods和AirPods Pro，目前只有黑白两种颜色，国内官网售价均为19100元。香奈儿工作人员告诉界面新闻，这两款商品在今年6月份上市，属于香奈儿早秋季节的产品，目前国内可以在北京、广州、哈尔滨和沈阳的线下...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2021-06-21/doc-ikqcfnca2378602.shtml\">Web Link</a>\n\n</div>\n","source":"sina_symbol","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>香奈儿推天价苹果耳机保护套：售价19100元，可买9个AirPods Pro</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n香奈儿推天价苹果耳机保护套：售价19100元，可买9个AirPods Pro\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 20:54 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2021-06-21/doc-ikqcfnca2378602.shtml><strong>界面新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：香奈儿推天价苹果耳机保护套：售价19100元，可买9个AirPods Pro图片来源：香奈儿中国官网记者 | 鲁智高近日，香奈儿推出了两款AirPods耳机套项链，分别适用于AirPods和AirPods Pro，目前只有黑白两种颜色，国内官网售价均为19100元。香奈儿工作人员告诉界面新闻，这两款商品在今年6月份上市，属于香奈儿早秋季节的产品，目前国内可以在北京、广州、哈尔滨和沈阳的线下...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2021-06-21/doc-ikqcfnca2378602.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d2a986280a0d0ac6d75b62fd1fec8874","relate_stocks":{"AAPL":"苹果","09086":"华夏纳指-U","03086":"华夏纳指"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2021-06-21/doc-ikqcfnca2378602.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145038963","content_text":"原标题：香奈儿推天价苹果耳机保护套：售价19100元，可买9个AirPods Pro图片来源：香奈儿中国官网记者 | 鲁智高近日，香奈儿推出了两款AirPods耳机套项链，分别适用于AirPods和AirPods Pro，目前只有黑白两种颜色，国内官网售价均为19100元。香奈儿工作人员告诉界面新闻，这两款商品在今年6月份上市，属于香奈儿早秋季节的产品，目前国内可以在北京、广州、哈尔滨和沈阳的线下精品店购买，不过库存非常紧张。图片来源：香奈儿中国官网香奈儿中国官网显示，与AirPods相关的产品系列有12个，价格从6200元到19700元不等。香奈儿工作人员表示，他们也曾在不同季节推出过AirPods的保护套，不过因为数量较少，目前暂时没有库存。图片来源：香奈儿中国官网苹果官网显示，AirPods起售价为1246元，AirPods Pro的售价则为1999元。不过目前天猫和京东在售的这两款产品，对应的价格分别可以低到900元和1600元以内。即便按照官网价格计算，一个香奈儿的AirPods耳机套项链，至少也可以买9个苹果AirPods Pro耳机。从2016年9月上市后，苹果的AirPods耳机便受到用户追捧。研究公司Counterpoint Research数据显示，苹果AirPods在2020年的发货量约为7280万部，以31%的份额主导蓝牙无线耳机市场。苹果2021年第二财季财报显示，包括AirPods、Apple Watch和HomePod在内的可穿戴设备、家居设备和配件的营收为78.36亿美元，同比增长24.7%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167747714,"gmtCreate":1624286405438,"gmtModify":1703832547473,"author":{"id":"3569541446805658","authorId":"3569541446805658","name":"ChingYee","avatar":"https://static.tigerbbs.com/24687680699c2fdc61d34a41fcba1b8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569541446805658","authorIdStr":"3569541446805658"},"themes":[],"htmlText":"[NosePick]&nbsp;","listText":"[NosePick]&nbsp;","text":"[NosePick]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/167747714","repostId":"2145080778","repostType":2,"repost":{"id":"2145080778","kind":"news","pubTimestamp":1624280760,"share":"https://ttm.financial/m/news/2145080778?lang=&edition=fundamental","pubTime":"2021-06-21 21:06","market":"hk","language":"zh","title":"3nm工艺太贵 台积电被投行看衰：失去关键优势","url":"https://stock-news.laohu8.com/highlight/detail?id=2145080778","media":"快科技","summary":"作为全球第一大晶圆代工厂，尤其是率先量产了先进的7nm、5nm工艺之后，台积电已经成为影响全球半导体产业的重要一环。接下来台积电还会量产3nm工艺，然而海外投资者这时候看衰台积电，认为3nm节点太贵，...","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=106.TSM&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p>　　作为全球第一大晶圆代工厂，尤其是率先量产了先进的7nm、5nm工艺之后，<span><a href=\"https://laohu8.com/S/TSM\">台积电</a></span><span></span>已经成为影响全球半导体产业的重要一环。接下来<span href=\"http://quote.eastmoney.com/unify/r/106.TSM\" target=\"_blank\" web=\"1\">台积电</span>还会量产3nm工艺，然而海外投资者这时候看衰<span href=\"http://quote.eastmoney.com/unify/r/106.TSM\" target=\"_blank\" web=\"1\">台积电</span>，认为3nm节点太贵，台积电将失去关键优势。</p><p>　　台积电现在<span>业绩</span>正佳，不少投行都是看<span><a href=\"https://laohu8.com/S/TAL\">好未来</a></span><span></span>的，但也有投行发表了相反的看法，认为台积电被高估了，将其股价评级为中性，目标股价下调到580新台币，比其他同行的目标价少了20%左右。</p><p>　　台积电被看衰的一个重要因素就是3nm工艺，原来台积电预计2022年量产3nm工艺，最近有传闻说是会延期，不过就算没有延期，<strong>3nm工艺巨大的投资也会提高成本，导致台积电的代工承压，失去了关键性的议价优势，它们的毛<span>利率</span>在2022-2023年会跌破50%，低于预期的52%。</strong></p><p>　　除了3nm成本问题之外，台积电的先进工艺还会受到其他技术的影响，比如业界正在采纳的3D芯片封装，通过这种技术也可以降低能耗，而不再是单纯依赖工艺微缩，台积电3nm甚至未来的2nm工艺需求也会减少。</p><p>（文章来源：快科技）</p>\n</div></body></html>","source":"stock_eastmoney","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>3nm工艺太贵 台积电被投行看衰：失去关键优势</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3nm工艺太贵 台积电被投行看衰：失去关键优势\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 21:06 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202106211968286769.html><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作为全球第一大晶圆代工厂，尤其是率先量产了先进的7nm、5nm工艺之后，台积电已经成为影响全球半导体产业的重要一环。接下来台积电还会量产3nm工艺，然而海外投资者这时候看衰台积电，认为3nm节点太贵，台积电将失去关键优势。　　台积电现在业绩正佳，不少投行都是看好未来的，但也有投行发表了相反的看法，认为台积电被高估了，将其股价评级为中性，目标股价下调到580新台币，比其他同行的目标价少了20%左右。...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202106211968286769.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"EWT":"台湾ETF-iShares MSCI","03145":"华夏亚洲高息股","TSM":"台积电"},"source_url":"http://finance.eastmoney.com/a/202106211968286769.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145080778","content_text":"作为全球第一大晶圆代工厂，尤其是率先量产了先进的7nm、5nm工艺之后，台积电已经成为影响全球半导体产业的重要一环。接下来台积电还会量产3nm工艺，然而海外投资者这时候看衰台积电，认为3nm节点太贵，台积电将失去关键优势。　　台积电现在业绩正佳，不少投行都是看好未来的，但也有投行发表了相反的看法，认为台积电被高估了，将其股价评级为中性，目标股价下调到580新台币，比其他同行的目标价少了20%左右。　　台积电被看衰的一个重要因素就是3nm工艺，原来台积电预计2022年量产3nm工艺，最近有传闻说是会延期，不过就算没有延期，3nm工艺巨大的投资也会提高成本，导致台积电的代工承压，失去了关键性的议价优势，它们的毛利率在2022-2023年会跌破50%，低于预期的52%。　　除了3nm成本问题之外，台积电的先进工艺还会受到其他技术的影响，比如业界正在采纳的3D芯片封装，通过这种技术也可以降低能耗，而不再是单纯依赖工艺微缩，台积电3nm甚至未来的2nm工艺需求也会减少。（文章来源：快科技）","news_type":1},"isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164861525,"gmtCreate":1624192980367,"gmtModify":1703830413231,"author":{"id":"3569541446805658","authorId":"3569541446805658","name":"ChingYee","avatar":"https://static.tigerbbs.com/24687680699c2fdc61d34a41fcba1b8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569541446805658","authorIdStr":"3569541446805658"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/164861525","repostId":"2144709507","repostType":2,"repost":{"id":"2144709507","kind":"news","pubTimestamp":1624170827,"share":"https://ttm.financial/m/news/2144709507?lang=&edition=fundamental","pubTime":"2021-06-20 14:33","market":"us","language":"zh","title":"一周必读10篇 | 2021年哪里加密独角兽最多？","url":"https://stock-news.laohu8.com/highlight/detail?id=2144709507","media":"金色荐读","summary":"推荐阅读：1.2021年哪里加密独角兽最多？；2.Elon Musk称挖矿使用更多清洁能源后会恢复BTC支付；3.“囤币党”MicroStrategy：要买入更多比特币……","content":"<html><body><div><p><strong>1.2021年哪里加密独角兽最多？</strong></p><p>与2020年相比，2021 年赢得“独角兽”地位的欧洲初创公司数量翻了一番。尽管新冠病毒疫情带来的负面影响仍在继续，但欧洲市场依然诞生了不少年轻公司，其中就包括几家“加密独角兽”，他们都成功吸引了创纪录的风险投资资金支持。点击阅读</p><p><strong>2.Elon Musk称挖矿使用更多清洁能源后会恢复BTC支付</strong></p><p>昨日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO Elon Musk发推称，一旦BTC挖矿减少对碳排放能源的依赖，特斯拉将重新接受BTC支付。Elon Musk表示:“特斯拉如果能够确认矿工使用的能源中有50%是清洁能源，且未来呈积极态势后，将恢复BTC支付。”这推文是为了回应金融服务公司Sygnia CEO Magda Wieryzcka的一篇文章，该文章中指责Elon Musk操纵BTC市场价格。点击阅读</p><p><strong>3.“囤币党”MicroStrategy：要买入更多比特币</strong></p><p>继宣布将用5亿美元垃圾债券发行所得用来购买比特币数小时后，MicroStrategy表示可能会出售股票以收购更多的比特币。在向美国证券交易委员会提交的S-3文件中表示，随着时间的推移，MicroStrategy可能会出售价值10亿美元的股票。在收益的使用方面，MicroStrategy 表示它可能会出于各种原因使用从任何股票销售中收集的资金，包括收购更多的比特币。点击阅读</p><p><strong>4.立即关停! 四川正式开启虚拟货币挖矿项目清退工作</strong></p><p>继新疆、内蒙古、青海、云南相继出台针对虚拟货币挖矿的监管政策后，比特币挖矿大省四川终于出手。这也是自6月2日国家能源局四川监管办公室召开关于虚拟货币“挖矿”有关情况的调研座谈会后的进一步动作。点击阅读</p><p><strong>5.比特币挖矿中美冰火两重天：中国全面禁止 美国24h两家矿企纳斯达克上市</strong></p><p>在中央层面发出“打击比特币挖矿”要求之后，新疆、内蒙古、青海、云南、四川这几个主要比特币矿业分布地出台监管政策清理比特币挖矿。这意味着，大规模的比特币挖矿基本将在中国无立足之地，比特币挖矿在中国冰封。而作为举世瞩目的G2国家，美国有些州正在大规模欢迎比特币矿业。这也许可以带给我们一些参考和启示。点击阅读</p><p><strong>6.迈阿密的比特币野心</strong></p><p>迈阿密一个以海滩闻名的旅游城市正在迅速的转变为一个新的加密商业科技中心。迈阿密市长弗朗西斯·苏亚雷斯（Francis Suarez）发起的比特币运动掀起了新一波潮流，表明他极力支持将迈阿密转变为下一个加密货币城市。点击阅读</p><p><strong>7.与Layer 2差异越来越小？Layer 1区块链发展最全解析</strong></p><p>Layer 1区块链通常可以从代币销售中获得巨额资金，而且也能获得大量支持来与以太坊竞争；不过，市场上现有的工具很难赶上迅速变化的用户需求，目前核心基础设施依然是区块浏览器、钱包、开发者工具、以及（经过测试的）<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>合约代码。 Layer 1区块链能够通过代币激励来吸引用户，但随着 Rollups 提高以太坊的可扩展性，Layer 2和Layer 1之间的差异越来越小。点击阅读</p><p><strong>8.一文了解闪电贷特性、类型及闪电贷攻击解决方案</strong></p><p>DeFi 仍然是一个新兴领域。它的运作方式正在经历许多创新和快速的根本转变。快速的变化，即使是创新的，也常常导致忽视极度脆弱的群体。攻击者将继续探索存在的漏洞，但随着每次事件的发生，随着整个生态系统的发展，预防机制也将变得更加强大。点击阅读</p><p><strong>9.19家上市公司、ETF和信托已持有近7%的比特币</strong></p><p>根据数字资产管理公司 Nickel Digital Asset Management 最近的一项研究显示。持有比特币的 19 家上市公司的总市值超过 1 万亿美元，其中 13 家位于北美，3 家位于欧洲，剩下的分布在土耳其、中国香港和澳大利亚。另外还有 17 家上市公司也已经购买了比特币，但他们不提供有关资金分配的详细信息。点击阅读</p><p><strong>10.Kusama插槽拍卖开始 我们可以期待什么</strong></p><p>据 Kusama 官方消息，经投票通过，Kusama 首个平行链插槽拍卖已启动。千呼万唤始出来，不过在这个“不温不火”的行业背景下，Kusama整个生态可能还是“犹抱琵琶半遮面”。但谁拍卖下插槽，就可能把获得插槽的优势都转化成生态发展的机会。点击阅读</p></div></body></html>","source":"jinse_stock","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>一周必读10篇 | 2021年哪里加密独角兽最多？</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n一周必读10篇 | 2021年哪里加密独角兽最多？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-20 14:33 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.jinse.com/blockchain/1114892.html><strong>金色荐读</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1.2021年哪里加密独角兽最多？与2020年相比，2021 年赢得“独角兽”地位的欧洲初创公司数量翻了一番。尽管新冠病毒疫情带来的负面影响仍在继续，但欧洲市场依然诞生了不少年轻公司，其中就包括几家“加密独角兽”，他们都成功吸引了创纪录的风险投资资金支持。点击阅读2.Elon Musk称挖矿使用更多清洁能源后会恢复BTC支付昨日，特斯拉CEO Elon Musk发推称，一旦BTC挖矿减少对碳排放...</p>\n\n<a href=\"https://www.jinse.com/blockchain/1114892.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://staticn.jinse.com/web/img/868bf8c.svg","relate_stocks":{"CAN":"嘉楠科技","EBON":"亿邦国际","TSLA":"特斯拉"},"source_url":"https://www.jinse.com/blockchain/1114892.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144709507","content_text":"1.2021年哪里加密独角兽最多？与2020年相比，2021 年赢得“独角兽”地位的欧洲初创公司数量翻了一番。尽管新冠病毒疫情带来的负面影响仍在继续，但欧洲市场依然诞生了不少年轻公司，其中就包括几家“加密独角兽”，他们都成功吸引了创纪录的风险投资资金支持。点击阅读2.Elon Musk称挖矿使用更多清洁能源后会恢复BTC支付昨日，特斯拉CEO Elon Musk发推称，一旦BTC挖矿减少对碳排放能源的依赖，特斯拉将重新接受BTC支付。Elon Musk表示:“特斯拉如果能够确认矿工使用的能源中有50%是清洁能源，且未来呈积极态势后，将恢复BTC支付。”这推文是为了回应金融服务公司Sygnia CEO Magda Wieryzcka的一篇文章，该文章中指责Elon Musk操纵BTC市场价格。点击阅读3.“囤币党”MicroStrategy：要买入更多比特币继宣布将用5亿美元垃圾债券发行所得用来购买比特币数小时后，MicroStrategy表示可能会出售股票以收购更多的比特币。在向美国证券交易委员会提交的S-3文件中表示，随着时间的推移，MicroStrategy可能会出售价值10亿美元的股票。在收益的使用方面，MicroStrategy 表示它可能会出于各种原因使用从任何股票销售中收集的资金，包括收购更多的比特币。点击阅读4.立即关停! 四川正式开启虚拟货币挖矿项目清退工作继新疆、内蒙古、青海、云南相继出台针对虚拟货币挖矿的监管政策后，比特币挖矿大省四川终于出手。这也是自6月2日国家能源局四川监管办公室召开关于虚拟货币“挖矿”有关情况的调研座谈会后的进一步动作。点击阅读5.比特币挖矿中美冰火两重天：中国全面禁止 美国24h两家矿企纳斯达克上市在中央层面发出“打击比特币挖矿”要求之后，新疆、内蒙古、青海、云南、四川这几个主要比特币矿业分布地出台监管政策清理比特币挖矿。这意味着，大规模的比特币挖矿基本将在中国无立足之地，比特币挖矿在中国冰封。而作为举世瞩目的G2国家，美国有些州正在大规模欢迎比特币矿业。这也许可以带给我们一些参考和启示。点击阅读6.迈阿密的比特币野心迈阿密一个以海滩闻名的旅游城市正在迅速的转变为一个新的加密商业科技中心。迈阿密市长弗朗西斯·苏亚雷斯（Francis Suarez）发起的比特币运动掀起了新一波潮流，表明他极力支持将迈阿密转变为下一个加密货币城市。点击阅读7.与Layer 2差异越来越小？Layer 1区块链发展最全解析Layer 1区块链通常可以从代币销售中获得巨额资金，而且也能获得大量支持来与以太坊竞争；不过，市场上现有的工具很难赶上迅速变化的用户需求，目前核心基础设施依然是区块浏览器、钱包、开发者工具、以及（经过测试的）智能合约代码。 Layer 1区块链能够通过代币激励来吸引用户，但随着 Rollups 提高以太坊的可扩展性，Layer 2和Layer 1之间的差异越来越小。点击阅读8.一文了解闪电贷特性、类型及闪电贷攻击解决方案DeFi 仍然是一个新兴领域。它的运作方式正在经历许多创新和快速的根本转变。快速的变化，即使是创新的，也常常导致忽视极度脆弱的群体。攻击者将继续探索存在的漏洞，但随着每次事件的发生，随着整个生态系统的发展，预防机制也将变得更加强大。点击阅读9.19家上市公司、ETF和信托已持有近7%的比特币根据数字资产管理公司 Nickel Digital Asset Management 最近的一项研究显示。持有比特币的 19 家上市公司的总市值超过 1 万亿美元，其中 13 家位于北美，3 家位于欧洲，剩下的分布在土耳其、中国香港和澳大利亚。另外还有 17 家上市公司也已经购买了比特币，但他们不提供有关资金分配的详细信息。点击阅读10.Kusama插槽拍卖开始 我们可以期待什么据 Kusama 官方消息，经投票通过，Kusama 首个平行链插槽拍卖已启动。千呼万唤始出来，不过在这个“不温不火”的行业背景下，Kusama整个生态可能还是“犹抱琵琶半遮面”。但谁拍卖下插槽，就可能把获得插槽的优势都转化成生态发展的机会。点击阅读","news_type":1},"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164869831,"gmtCreate":1624192736523,"gmtModify":1703830410801,"author":{"id":"3569541446805658","authorId":"3569541446805658","name":"ChingYee","avatar":"https://static.tigerbbs.com/24687680699c2fdc61d34a41fcba1b8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569541446805658","authorIdStr":"3569541446805658"},"themes":[],"htmlText":"[Sweats]&nbsp;","listText":"[Sweats]&nbsp;","text":"[Sweats]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/164869831","repostId":"2144170995","repostType":2,"repost":{"id":"2144170995","kind":"news","pubTimestamp":1624173029,"share":"https://ttm.financial/m/news/2144170995?lang=&edition=fundamental","pubTime":"2021-06-20 15:10","market":"hk","language":"zh","title":"贵了近10万元，却比Model 3销量还高！特斯拉Model Y一个月狂卖1.27万辆，那国产新能源呢？新数据来了","url":"https://stock-news.laohu8.com/highlight/detail?id=2144170995","media":"每日经济新闻","summary":"中汽协数据显示，5月，我国新能源汽车销量为21.7万辆，同比增长1.6倍，刷新当月纪录。特斯拉ModelY销量反超Model35月，国内新能源车市整体表现再度跑赢大盘。值得一提的是，本月特斯拉Model Y车型销量首度超过Model 3，升至国内新能源车型月度销量榜第二的位置。然而根据特斯拉中国官网报价，Model Y最低售价为34.79万元，比Model 3的25.09万元高了近10万元。有观点认为，如果没有这些出口车辆，Model 3在中国本地的销量可能会更高。","content":"<div>\n<p>来源：每日经济新闻第517期 ｜2021/06/19“目前我们还没有收到政府的通知，可以上‘绿牌’的宏光MINIEV是之前已经开过票的车，他们在3月已经提交了资格审查等各种资料。现在购买新车的话，仍旧无法上牌。”日前，上海某上汽通用五菱4S店销售人员告诉《每日经济新闻》记者。此前，坊间有传闻称，10万元以下或车长4.6米以内的新能源车在上海将不再获赠免费绿牌。记者走访上海车市时也发现，自4月中下旬...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2021-06-20/doc-ikqcfnca2132493.shtml\">Web Link</a>\n\n</div>\n","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n贵了近10万元，却比Model 3销量还高！特斯拉Model Y一个月狂卖1.27万辆，那国产新能源呢？新数据来了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-20 15:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2021-06-20/doc-ikqcfnca2132493.shtml><strong>每日经济新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：每日经济新闻第517期 ｜2021/06/19“目前我们还没有收到政府的通知，可以上‘绿牌’的宏光MINIEV是之前已经开过票的车，他们在3月已经提交了资格审查等各种资料。现在购买新车的话，仍旧无法上牌。”日前，上海某上汽通用五菱4S店销售人员告诉《每日经济新闻》记者。此前，坊间有传闻称，10万元以下或车长4.6米以内的新能源车在上海将不再获赠免费绿牌。记者走访上海车市时也发现，自4月中下旬...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2021-06-20/doc-ikqcfnca2132493.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f6b78ed0836da119cdb959ac6d3cb8e9","relate_stocks":{"160640":"新能源","399941":"新能源","000941.SH":"新能源","TSLA":"特斯拉"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2021-06-20/doc-ikqcfnca2132493.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144170995","content_text":"来源：每日经济新闻第517期 ｜2021/06/19“目前我们还没有收到政府的通知，可以上‘绿牌’的宏光MINIEV是之前已经开过票的车，他们在3月已经提交了资格审查等各种资料。现在购买新车的话，仍旧无法上牌。”日前，上海某上汽通用五菱4S店销售人员告诉《每日经济新闻》记者。此前，坊间有传闻称，10万元以下或车长4.6米以内的新能源车在上海将不再获赠免费绿牌。记者走访上海车市时也发现，自4月中下旬开始，五菱宏光MINIEV等微型纯电动车在上海市免费申请绿牌的工作受限。尽管在上海“遇阻”，但五菱宏光MINIEV依旧蝉联了5月新能源车型的销量冠军。同时，新能源车市的整体表现与之相似，在5月车市大盘出现微跌的背景下，仍然一枝独秀，保持了良好的增长势头。中汽协数据显示，5月，我国新能源汽车销量为21.7万辆，同比增长1.6倍，刷新当月纪录。1~5月，我国新能源汽车累计销售95万辆，同比增长2.2倍。同样火热的还有资本市场中的新能源汽车相关概念股，无论整车企业如比亚迪（002594.SZ）、长安汽车（000625.SZ）、长城汽车（601633.SH），还是产业链上下游个股如宁德时代（300750.SZ）、欣旺达（300207.SZ）等，股价均出现大幅上涨。6月，是汽车市场的传统销售淡季，新能源汽车能否在该月继续保持此前的高增长速度？资本市场的热度又能维持多久？特斯拉ModelY销量反超Model35月，国内新能源车市整体表现再度跑赢大盘。乘联会数据显示，5月我国新能源乘用车批发销量为19.6万辆，环比4月增长6.7%，同比增长174.2%，呈现强势增长的良好态势。其中，纯电动车的批发销量为16.2万辆，同比增长186.1%；插电混动车型销量为3.4万辆，同比增长128.5%。制表：每经记者李硕“5月新能源乘用车销量呈现超强增长走势是高低端市场持续走强的结果，尤其是入门级新能源车市场总体走势平稳，没有出现超越正常走势的剧烈下滑局面，这也是受市场化购买力的影响。”全国乘用车市场信息联席会秘书长崔东树表示。值得一提的是，5月高端纯电动车和入门级纯电动车的合计销量占整体纯电动车销量的比重已达到60%。制表：每经记者李硕分品牌来看，5月国内新能源乘用车市场多元化发力，共有4家企业零售销量破万。其中，上汽通用五菱以3.32万辆的成绩，连续十个月坐稳中国新能源汽车月度销量榜首之位；比亚迪则以单月3.19万辆的销售成绩成功超越特斯拉位列第二；特斯拉中国则完成2.19万辆销量，下滑至第三；第四名广汽埃安销量为1.04万辆，与前三名仍存在不小差距。值得一提的是，本月特斯拉Model Y车型销量首度超过Model 3，升至国内新能源车型月度销量榜第二的位置。事实上，在Model Y车型发布前，特斯拉CEO埃隆·马斯克就曾预测Model Y将成为特斯拉最畅销的汽车，并称这款车的销量很可能超过Model S、Model 3和Model X的总和。这一预言如今看来有可能成真，根据追踪全球电动汽车销量的电动汽车销售博客（EV Sales Blog）数据，特斯拉Model Y在4月成为世界第二大畅销电动汽车，将Model 3推至第三位。然而根据特斯拉中国官网报价，Model Y最低售价为34.79万元，比Model 3的25.09万元高了近10万元。制表：每经记者李硕同样值得关注的是，自主品牌成为目前新能源汽车市场的“主要力量”。乘联会发布的数据显示，5月自主品牌中的新能源车渗透率为24.7%；豪华车中新能源车渗透率为10.8%；而主流合资品牌中的新能源车渗透率仅有1.7%。新能源车出口继续保持高增速5月我国新能源汽车的出口量呈爆发式增长，其中特斯拉中国出口1.15万辆，出口地包括欧洲和澳大利亚等地。有观点认为，如果没有这些出口车辆，Model 3在中国本地的销量可能会更高。此外，上汽乘用车的新能源车出口量为2430辆，江淮汽车出口新能源车549辆，比亚迪出口223辆，爱驰汽车出口143辆，其他车企新能源车出口也正蓄势待发。“5月新能源汽车出口1.8万辆，虽然相比15万辆的出口总量属于低位，但接近2万辆的出口量说明我国新能源汽车在国际市场上的竞争力。”中汽协副秘书长陈士华表示，“新能源汽车是我们接触发达国家汽车市场的一个很好的机会。”“我觉得进军欧洲新能源汽车市场是个非常好的机会，如果把握住这次机会的话，我们就实实在在地实现了弯道超车，也可以借鉴日韩在上世纪六七十年代大规模进入欧美市场的模式，这铸就了它们的汽车强国之路。”中国欧洲经济技术合作协会常务副会长兼秘书长陈璟玥表示。与此同时，5月动力电池装机量也与新能源车销量“齐头并进”，保持着高速增长。5月国内动力电池装车量总计9.8GWh，同比上升178.2%，环比增加16.2%。其中，三元材料电池装车5.2GWh，同比上升95.3%，占总装机量的53.06%；磷酸铁锂电池装车4.5GWh，同比上升458.6%，环比增长40.9%，在总装机量占比中上升至45.92%。制表：每经记者李硕充电基础设施方面，2021年5月，我国新增公共充电桩1.62万台，同比增长60.6%。截至2021年5月，全国充电基础设施累计数量为187.0万台，同比增加43.9%；换电站保有量644座。兴业证券研报认为，2021年是国内、海外新能源汽车市场需求共振的大年，优质车型快速集中上市，驱动私人消费持续放量，全年需求推动产能趋势显著。以当前国内主流整车厂年度排产规划及合理库存水平为前提下，预计6月国内新能源乘用车销量可达20.5万辆，二季度销量约为60万~62万辆，上调全年新能源乘用车销量预期至240万辆。特斯拉欧洲市场销量大幅反弹与中国类似，5月，欧洲和美国的电动车同样延续着高增长之势。欧洲方面，德国、法国、挪威、英国、瑞典、意大利六国电动车单月销量合计13.6万辆，同比增长294%，环比增长11%。其中，挪威电动车渗透率已突破80%，瑞典接近40%，德国渗透率也已突破20%，英法两国接近15%，表明欧洲汽车电动化进程正在不断提速。制表：每经记者李硕值得一提的是，5月，特斯拉在欧洲交付约9143辆新车，同比上升239%，环比上升587%，1~5月特斯拉在欧洲累计交付新车4.21万辆，同比上升44%。从欧洲2018年~2020年的新能源汽车销量数据看，特斯拉一直保持着季初低季末高的交付节奏，4月作为二季度初销量相对较低，而今年4月恰逢缺芯，以及Model Y产线更新出现近2周停产，销量出现大幅下滑，但5月销量出现明显回弹。与特斯拉的强势反弹相比，4月欧洲新能源车销量前两位的大众ID系列在本月销量出现下滑。根据EV sales数据，本月挪威、瑞典、芬兰、丹麦、瑞士、荷兰、意大利、西班牙八国的大众ID.4销量为2395辆，环比下降47%，ID.3销量为1538辆，环比基本持平。大众汽车方面预计全年将交付10万辆ID.4，其中三分之二投向欧洲，而今年1~4月欧洲ID.4销量为1.33万辆。美国方面，5月美国电动车销量为5.38万辆，同比上升187%，环比提升19%，电动化渗透率为3.4%，维持增长态势。1~5月美国新能源车累计销量20.53万辆。有观点认为，在美国新能源政策规划下，美国电动车市场在供需两端均会得到刺激。中泰证券认为，随着疫苗的普及，海外复苏步入正轨，叠加一线车企优质电动车型供应加速，驱动市场与产业链景气度进一步上行。跟踪欧洲政策与车企电动化的边际变化，只要边际变化不减速，欧洲电动车销量长期维持高速增长的趋势将不会改变。产业链个股5月狂欢5月，新能源汽车产业链个股在资本市场主演了一场“大戏”。在终端需求旺盛的推动下，电解液、六氟磷酸锂、锂盐等锂电产业链出现不同程度的供应紧张，价格出现暴涨。截至6月9日，六氟磷酸锂报收31.5万元／吨，较年初价格上涨了186.4%。川财证券研报认为，由于六氟磷酸锂具有化工属性，项目的实施需通过环证书编保、安全等多部门的审批，扩产周期一般为1~2年，预计今年内六氟磷酸锂价格继续维持高位。节节高升的价格让资本疯狂。天赐材料（002709.SZ）、多氟多（002407.SZ）、天际股份（002759.SZ）等六氟磷酸锂相关个股股价一年涨幅最多超过60%。以天赐材料为例，去年6月初股价在27元/股上下浮动，截至今年6月10日收盘，其股价已经飙升至100.7元/股，一年涨幅近3倍。不止是六氟磷酸锂相关个股，整个新能源汽车产业链几乎都一片繁盛。如，宁德时代（300750.SZ）市值增加了1069.71亿元；隔膜概念股星源材质（300568.SZ）股价涨幅为50.23%。制表：每经记者段思瑶资本市场对新能源汽车产业链个股的看好，正是源自终端消费市场的持续向好。在A股市场，整车股也难得整齐划一地出现股价上涨。制表：每经记者段思瑶5月，比亚迪（002594.SZ）终于摆脱了困扰其两个月的股价下跌状况，市值增长了575.92亿元；长安汽车（000625.SZ）蹭上“华为概念”，收盘股价三次涨停，月股价涨幅为45.08%，市值也猛涨401.47亿元。H股的吉利汽车（00175.HK)、北京汽车（01958.HK)、恒大汽车（00708.HK)则没有这么好运，5月股价齐跌，其中恒大汽车5月股价下跌41.72%，市值蒸发2208.66亿港元。制表：每经记者段思瑶5月13日，中国恒大（3333.HK）发布公告称，为了满足恒大汽车下一步进入港股通的必要条件，以每股40.92港元配售2.6亿股恒大汽车股份，配股金额约106亿港元。当天，恒大汽车盘中股价最高跌幅超过15%。有观点认为，纳入港股通后，恒大汽车南下资金将会增加股票交易活跃度，也继续加剧股价波动。制表：每经记者段思瑶造车新势力方面，“美股造车三兄弟”一改4月独自上涨的势头，5月，蔚来（NIO)股价急转向下，市值蒸发20亿美元。有分析称，受半导体芯片供应短缺影响，以及部分物流调整的问题，蔚来5月新车交付受到了不利影响。同样，处于舆论风暴中的特斯拉（TSLA），5月市值也蒸发了811.04亿美元。相比之下，随着传统汽车企业在节能与电动车领域的快速转型，资本对其信心也在不断提升。5月，在汽车上市公司排行中，丰田汽车以210.8亿美元的市值增长额位列第一，大众和福特市值也分别增加了166.2亿美元和119.4亿美元。华福证券分析师林子健认为：“汽车板块或已度过预期最悲观的时间段，将迎来布局良机，更有转型潜力的自主品牌，以及智能驾驶和新能源汽车产业链将成为关注的重点。”上下游企业提前深度绑定六氟磷酸锂等材料价格的持续走高，让新能源汽车上下游企业之间的绑定时间不断提前。5月27日，天赐材料全资子公司宁德市凯欣电池材料有限公司与宁德时代签订的《物料供货框架协议》约定，六氟磷酸锂按协议锁定的基准价格进行报价，其他原材料及各项费用的报价以双方另行书面确认的报价单为准，如其他原材料市场价格涨跌幅超过10%的，则双方重新确认报价。随后，在6月2日，宁德时代又与长城汽车签署了十年长期战略合作框架协议。东吴证券研报认为，对车企而言，深度绑定电池厂的意义在于锂电体系技术渗透和提升议价能力；对电池厂商而言，加深车企合作有利于进一步动力电池技术的推进，或开启整车方面合作。宁德时代上下密集布局背后，新能源汽车市场的新进入者在不断闯入。目前，360公司已经开启汽车团队组建，招聘岗位涉及感知融合算法、软件架构、信息安全、智能驾驶开发等，所有岗位的推荐奖金共计高达数十万。除此之外，政策层面也在不断为新能源汽车市场注入“强心针”。5月29日，海南省在发布的《关于海南省2021年促进新能源汽车消费综合奖励申报的通知》中提出，在2021年1月1日至2021年12月31日期间购买，并在2022年1月15日前完成初次登记上牌的新能源汽车可申报综合奖励。具体标准为，购车价格在10万元以下的每辆奖励6000元，购车价格在10万元（含）～20万元（含）的每辆奖励8000元，购车价格在20万元以上的每辆奖励1万元。山西证券研报认为，目前基础设施较为完善的城市选择新能源车型已有较高性价比，预计下半年燃油车增速趋于放缓，新能源车将继续保持强劲增长。记者：李硕 段思瑶编辑：孙磊 段炼 杜波","news_type":1},"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164860431,"gmtCreate":1624192715423,"gmtModify":1703830409669,"author":{"id":"3569541446805658","authorId":"3569541446805658","name":"ChingYee","avatar":"https://static.tigerbbs.com/24687680699c2fdc61d34a41fcba1b8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569541446805658","authorIdStr":"3569541446805658"},"themes":[],"htmlText":"[Wow]&nbsp;","listText":"[Wow]&nbsp;","text":"[Wow]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/164860431","repostId":"2144701821","repostType":2,"repost":{"id":"2144701821","kind":"news","pubTimestamp":1624179600,"share":"https://ttm.financial/m/news/2144701821?lang=&edition=fundamental","pubTime":"2021-06-20 17:00","market":"sh","language":"zh","title":"北向资金大调仓！大幅加仓2800亿市值苹果龙头股，减仓这些机构重仓股（附名单）","url":"https://stock-news.laohu8.com/highlight/detail?id=2144701821","media":"21世纪经济报道","summary":"大幅加仓2800亿市值苹果龙头股，减仓这些机构重仓股（附名单） 来源：中国证券报本周A股市场震荡调整，上证指数、深证成指、创业板指分别累计下跌1.80%、1.47%、1.80%。本周北向资金对747只股票的持股数增加，对904只股票进行了减仓，其中对立讯精密加仓金额最大。本周持仓市值减少额前十个股均被北向资金减仓，对宝钢股份减仓超1000万股。本周北向资金减仓了贵州茅台、中国中免、中国平安等机构重仓股。","content":"<div>\n<p>原标题：北向资金大调仓！大幅加仓2800亿市值苹果龙头股，减仓这些机构重仓股（附名单） 来源：中国证券报本周A股市场震荡调整，上证指数、深证成指、创业板指分别累计下跌1.80%、1.47%、1.80%。Choice数据显示，本周北向资金大幅调仓，累计净流出50.05亿元，结束连续9周的资金净流入，其中沪股通资金净流出89.79亿元，深股通资金净流入39.74亿元。本周北向资金对747只股票的持股数...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-06-20/doc-ikqcfnca2146371.shtml\">Web Link</a>\n\n</div>\n","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-06-20/doc-ikqcfnca2146371.shtml><strong>21世纪经济报道</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：北向资金大调仓！大幅加仓2800亿市值苹果龙头股，减仓这些机构重仓股（附名单） 来源：中国证券报本周A股市场震荡调整，上证指数、深证成指、创业板指分别累计下跌1.80%、1.47%、1.80%。Choice数据显示，本周北向资金大幅调仓，累计净流出50.05亿元，结束连续9周的资金净流入，其中沪股通资金净流出89.79亿元，深股通资金净流入39.74亿元。本周北向资金对747只股票的持股数...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-06-20/doc-ikqcfnca2146371.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/15e20574f8fb568333181d61bb200086","relate_stocks":{"09086":"华夏纳指-U","03086":"华夏纳指","AAPL":"苹果"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-06-20/doc-ikqcfnca2146371.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144701821","content_text":"原标题：北向资金大调仓！大幅加仓2800亿市值苹果龙头股，减仓这些机构重仓股（附名单） 来源：中国证券报本周A股市场震荡调整，上证指数、深证成指、创业板指分别累计下跌1.80%、1.47%、1.80%。Choice数据显示，本周北向资金大幅调仓，累计净流出50.05亿元，结束连续9周的资金净流入，其中沪股通资金净流出89.79亿元，深股通资金净流入39.74亿元。本周北向资金对747只股票的持股数增加，对904只股票进行了减仓，其中对立讯精密加仓金额最大。北向资金大调仓对26只股票持股增加超1000万股本周北向资金净流出50.05亿元。具体来看，Choice数据显示，6月15日净流出51.54亿元，6月16日净流出4.05亿元，6月17日净流入15.94亿元，6月18日净流出10.40亿元。从北向资金持股情况来看，Choice数据显示，截至6月18日，北向资金持仓市值为2.55万亿元，本周北向资金持仓市值减少638亿元。本周北向资金对747股的持股数增加，对其中26只股票的持股增加数超过1000万股，持股增加数最多的中国联通增加了6907.13万股，对中国中车、TCL科技持股分别增加6302.30万股、3804.46万股。从成交均价和加仓股数来计算，立讯精密为本周北向资金加仓金额最高的个股，本周立讯精密成交均价为39.15元/股，北向资金加仓2250.19万股，加仓金额超过8亿元，截至目前，立讯精密总市值为2797亿元。从市场表现情况来看，本周北向资金持股增加数居前十的股票跌多涨少，涨幅最大的中国化学上涨11.89%，本周获得北向资金增持3144.94万股；跌幅最大的美年健康下跌15.45%，本周获得北向资金增持2720.55万股。本周北向资金持股增加数前十个股从持有流通股比例情况来看，Choice数据显示，本周北向资金对5股的持有流通股比例增加1个百分点以上，其中对佩蒂股份持有流通股比例增加2.13个百分点，对博雅生物、捷佳伟创持有流通股比例分别增加1.35个百分点、1.10个百分点。此外，本周新纳入为沪股通标的中谷物流、斯达半导均被北向资金显著增持，北向资金对这两只股票的持有流通股比例分别增加1.12个百分点、0.83个百分点。从市场表现上来看，本周北向资金流通股比例增加的前十只股票涨跌参半，口子窖涨幅最大，本周上涨18.60%，美年健康跌幅最大。本周北向资金流通股比例增加前十个股从持仓市值变动情况来看，Choice数据显示，本周北向资金对16只股票的持仓市值增加超过5亿元，对科大讯飞、汇川技术、立讯精密持仓市值增加金额居前，分别增加16亿元、15.97亿元、12.76亿元。本周北向资金持仓市值增加额前十的股票中，北向资金对汇川技术、比亚迪减仓，减仓股数分别为91.37万股、85.94万股，其他8只股票被北向资金加仓，其中对立讯精密、上汽集团持股增加数超1000万股。从市场表现上来看，本周北向资金持仓市值增加额前十的股票均上涨，北方华创涨幅最大，在本周五创下历史新高，周涨幅18.87%。本周北向资金持仓市值增加额前十个股北向资金本周减仓904只股票Choice数据显示，本周北向资金共计减仓904只股票，对其中45只股票的减仓股数超过1000万股。减仓股数最多的京东方A被减仓8238.87万股，农业银行、宝钢股份分别被减仓7339.44万股、6115.32万股。从市场表现上来看，本周北向资金减仓股数前十的个股跌多涨少，涨幅最大的京东方A上涨2.94%，跌幅最大的宝钢股份下跌9.00%。本周北向资金减仓股数前十个股从持仓市值变动情况来看，Choice数据显示，本周北向资金对37只股票的持仓市值减少超过5亿元，贵州茅台、中国中免、中国平安持仓市值减少金额居前，分别减少94.62亿元、45.25亿元、38.84亿元。本周持仓市值减少额前十个股均被北向资金减仓，对宝钢股份减仓超1000万股。本周北向资金减仓了贵州茅台、中国中免、中国平安等机构重仓股。从市场表现上看，本周北向资金持仓市值减少额居前的十只个股均下跌，万华化学跌幅最大，下跌9.23%。本周北向资金持仓市值减少额前十个股（编辑：梁宇芳）","news_type":1},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165161344,"gmtCreate":1624107085588,"gmtModify":1703828909311,"author":{"id":"3569541446805658","authorId":"3569541446805658","name":"ChingYee","avatar":"https://static.tigerbbs.com/24687680699c2fdc61d34a41fcba1b8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569541446805658","authorIdStr":"3569541446805658"},"themes":[],"htmlText":"[Look&nbsp;back]&nbsp;","listText":"[Look&nbsp;back]&nbsp;","text":"[Look 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09:23","market":"us","language":"zh","title":"苹果进军医疗服务：用户参与情况惨不忍睹","url":"https://stock-news.laohu8.com/highlight/detail?id=2144071671","media":"腾讯科技","summary":"据知情人士透露，迄今为止，苹果旨在革新医疗保健行业的一些举措一直难以取得进步。据知情人士称，苹果之前设想了一个大胆的医疗保健计划，雇佣医生在自己的诊所提供初级医疗保健服务。据悉，苹果的初级保健服务还没有起步。该公司今年悄悄推出了一款数字健康应用，但用户参与情况却惨不忍睹。苹果发言人表示，数据完整性是公司所有创新的基础。","content":"<html><body><article><img src=\"http://inews.gtimg.com/newsapp_match/0/13662885883/0\"/><p><a href=\"https://laohu8.com/S/00700\">腾讯</a>科技讯 6月17日消息，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>首席执行官蒂姆·库克（Tim Cook）曾表示，该公司对人类最大的贡献将是健康。据知情人士透露，迄今为止，苹果旨在革新医疗保健行业的一些举措一直难以取得进步。</p><p>据知情人士称，苹果之前设想了一个大胆的医疗保健计划，雇佣医生在自己的诊所提供初级<a href=\"https://laohu8.com/S/HCSG\">医疗保健服务</a>。为了测试这一和其他大胆的医疗保健计划，苹果接管了为其员工服务的诊所，并建立了一个由数十名临床医生、工程师、产品设计师和其他人组成的团队。据熟悉其战略的人士透露，苹果这些并不广为人知的雄心壮志基本上已停滞不前，原因是该公司已将其医疗部门的重点转移到了它所熟知的领域：销售硬件设备，尤其是Apple Watch。</p><p>据悉，苹果的初级保健服务还没有起步。该公司今年悄悄推出了一款数字健康应用，但用户参与情况却惨不忍睹。据知情人士和文件显示，一些员工对公司诊所用于支持产品开发的健康数据的完整性提出了内部质疑。</p><p>苹果发言人表示，数据完整性是公司所有创新的基础。他指出其医疗团队的成就，并表示该公司仍处于医疗保健工作的早期阶段。他还补充说，Apple Watch等产品中的心率通知等新技术改善了用户的健康。他说，苹果设备收集的数据支持了新的研究，有可能改善护理。该发言人说：“这份报告中的许多断言是基于不完整、过时和不准确的信息。</p><p>为寻找新的市场，让技术能够提高效率和成果，并推动销售增长，科技行业将医疗保健视为一个尚未开发的机会。但一些科技公司的努力已经以失败收场，包括<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>高调结盟其他公司，旨在降低医疗保健成本的合作。目前，亚马逊又开始尝试新的销售处方的方式，并计划在美国50个州推出虚拟护理服务。</p><p>公开文件显示，在库克的领导下，苹果每年的研发预算增加了八倍，达到200亿美元。除了<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>手表，该公司还发布了无线耳机和新服务。它还在健康、自动驾驶和增强现实等技术复杂、高风险的领域进行了大量投资，这意味着改变游戏规则的产品可能会在几年后出现，也可能永远不会出现。</p><p>苹果可以在推出自己的产品之前研究市场多年，有时它会在最终不会推向市场的新项目或技术上进行大量工作。据苹果文件和知情人士透露，其最雄心勃勃的医疗保健想法之一是提供初级保健药物的计划，该计划于2016年构思。据悉，苹果的一个团队花了几个月的时间试图弄清楚，从2015年首次发布的智能手表用户那里收集的大量健康数据，可能会被用来改善医疗保健。</p><p>负责健康团队的苹果首席运营官杰夫·<a href=\"https://laohu8.com/S/WMB\">威廉姆斯</a>（Jeff Williams）敦促员工要胸怀大志。他表示，苹果应该打破他所说的美国“363”和“中断修复”的护理模式。据熟悉他想法的人说，在美国，病人可能一年363天见不到医生，只有在出现问题时才会去看医生。</p><p>知情人士说，该团队决定实现这一愿景的最佳方式之一是提供自己的医疗服务，将苹果设备生成的数据与苹果医生提供的虚拟和面对面护理联系起来。根据这些人和文件，苹果将提供初级保健服务，但也将提供持续的健康监测，作为基于订阅的个性化健康计划的一部分。</p><p>根据这些文件，如果苹果能够证明其设备传感器、软件和服务的结合能够改善人们的健康并降低成本，该公司可以将该模式特许应用于卫生系统甚至其他国家。</p><p>首先，苹果选择在自己的员工身上测试这项服务。知情人士称，苹果接管了其总部附近由一家初创公司运营的员工健康诊所，并将它们变成了新健康服务的测试场所。据悉，苹果在2017年聘请了斯坦福大学的萨姆布尔·德赛（Sumbul Desai）来负责这项代号为“Casper”的工作。</p><p>知情人士说，这项努力今天仍在继续，但苹果一直在努力让Casper通过初步阶段。据知情人士透露，德赛团队的员工多次离职。他们表示，德赛团队的文化不鼓励批评性反馈，这对一个专注于与个人健康相关的产品和服务的部门来说可能是个问题。据知情人士称，一些员工表示担心，关于诊所绩效的内部数据存在不准确或随意汇编的问题。 据文件和知情人士透露，这些问题已多次反映给库克和威廉姆斯。苹果发言人表示，这种批评是不准确的。</p><p>据知情人士透露，担心这种文化的员工指出，在2019年的一次会议上，一名中层经理提出了关于数据的问题。德赛愤怒地回应，导致一些在场的人得出结论，关键问题不受欢迎。文件显示，这位经理几周后离开了苹果，这一事件导致了她的离开。苹果发言人说，德赛在会议上谈到了数据完整性的重要性。他说：“此事已被彻底调查，指控不能成立。”苹果拒绝就该员工离职的情况置评。</p><p>该发言人说，公司为德赛的工作感到骄傲，她在公司的许多医疗保健工作中发挥了重要作用。威廉姆斯和德赛没有回应置评请求，苹果也拒绝让他们发表评论。除了管理被称为AC Wellness的诊所，德赛的团队还处理与监管机构的关系，领导研究合作，并为苹果公司的其他健康产品提供临床专业知识。</p><p>据文件和知情人士透露，德赛团队最近的一项举措是一款名为HealthHabit的数字健康应用，目前正在加州的苹果员工中进行测试。自该应用大约6个月前推出以来，该应用的参与度一直很低。HealthHabit通过聊天将人们与临床医生联系起来，并鼓励他们设定健康挑战，如“我本周将更多锻炼。”那些有高血压病史的人可以与健康教练联系，健康教练可以给他们发送血压监测器和量表，并建议他们养成更健康的习惯。</p><p>知情人士称，截至5月份，下载该应用的人中有一半没有注册，许多注册用户的参与度很低。一些人透露，支持该应用高血压项目的数据引起了员工对内部数据和分析完整性的新担忧。据悉，在3月份为所有苹果健康员工举行的演示中，威廉姆斯称赞了诊所在治疗高血压方面的结果，并指出这些结果是支持HealthHabit应用潜力的证据。他们说，威廉姆斯当时曾暗示，如果该应用成功，苹果可能会有更大的野心。（腾讯科技编译/无忌）</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>苹果进军医疗服务：用户参与情况惨不忍睹</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n苹果进军医疗服务：用户参与情况惨不忍睹\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-17 09:23 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021061709242479c72316&s=b><strong>腾讯科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>腾讯科技讯 6月17日消息，苹果首席执行官蒂姆·库克（Tim Cook）曾表示，该公司对人类最大的贡献将是健康。据知情人士透露，迄今为止，苹果旨在革新医疗保健行业的一些举措一直难以取得进步。据知情人士称，苹果之前设想了一个大胆的医疗保健计划，雇佣医生在自己的诊所提供初级医疗保健服务。为了测试这一和其他大胆的医疗保健计划，苹果接管了为其员工服务的诊所，并建立了一个由数十名临床医生、工程师、产品设计师...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021061709242479c72316&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d17cb0ea313437e7afb8bad7f25dce9a","relate_stocks":{"03086":"华夏纳指","09086":"华夏纳指-U","AAPL":"苹果"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021061709242479c72316&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2144071671","content_text":"腾讯科技讯 6月17日消息，苹果首席执行官蒂姆·库克（Tim Cook）曾表示，该公司对人类最大的贡献将是健康。据知情人士透露，迄今为止，苹果旨在革新医疗保健行业的一些举措一直难以取得进步。据知情人士称，苹果之前设想了一个大胆的医疗保健计划，雇佣医生在自己的诊所提供初级医疗保健服务。为了测试这一和其他大胆的医疗保健计划，苹果接管了为其员工服务的诊所，并建立了一个由数十名临床医生、工程师、产品设计师和其他人组成的团队。据熟悉其战略的人士透露，苹果这些并不广为人知的雄心壮志基本上已停滞不前，原因是该公司已将其医疗部门的重点转移到了它所熟知的领域：销售硬件设备，尤其是Apple Watch。据悉，苹果的初级保健服务还没有起步。该公司今年悄悄推出了一款数字健康应用，但用户参与情况却惨不忍睹。据知情人士和文件显示，一些员工对公司诊所用于支持产品开发的健康数据的完整性提出了内部质疑。苹果发言人表示，数据完整性是公司所有创新的基础。他指出其医疗团队的成就，并表示该公司仍处于医疗保健工作的早期阶段。他还补充说，Apple Watch等产品中的心率通知等新技术改善了用户的健康。他说，苹果设备收集的数据支持了新的研究，有可能改善护理。该发言人说：“这份报告中的许多断言是基于不完整、过时和不准确的信息。为寻找新的市场，让技术能够提高效率和成果，并推动销售增长，科技行业将医疗保健视为一个尚未开发的机会。但一些科技公司的努力已经以失败收场，包括亚马逊高调结盟其他公司，旨在降低医疗保健成本的合作。目前，亚马逊又开始尝试新的销售处方的方式，并计划在美国50个州推出虚拟护理服务。公开文件显示，在库克的领导下，苹果每年的研发预算增加了八倍，达到200亿美元。除了智能手表，该公司还发布了无线耳机和新服务。它还在健康、自动驾驶和增强现实等技术复杂、高风险的领域进行了大量投资，这意味着改变游戏规则的产品可能会在几年后出现，也可能永远不会出现。苹果可以在推出自己的产品之前研究市场多年，有时它会在最终不会推向市场的新项目或技术上进行大量工作。据苹果文件和知情人士透露，其最雄心勃勃的医疗保健想法之一是提供初级保健药物的计划，该计划于2016年构思。据悉，苹果的一个团队花了几个月的时间试图弄清楚，从2015年首次发布的智能手表用户那里收集的大量健康数据，可能会被用来改善医疗保健。负责健康团队的苹果首席运营官杰夫·威廉姆斯（Jeff Williams）敦促员工要胸怀大志。他表示，苹果应该打破他所说的美国“363”和“中断修复”的护理模式。据熟悉他想法的人说，在美国，病人可能一年363天见不到医生，只有在出现问题时才会去看医生。知情人士说，该团队决定实现这一愿景的最佳方式之一是提供自己的医疗服务，将苹果设备生成的数据与苹果医生提供的虚拟和面对面护理联系起来。根据这些人和文件，苹果将提供初级保健服务，但也将提供持续的健康监测，作为基于订阅的个性化健康计划的一部分。根据这些文件，如果苹果能够证明其设备传感器、软件和服务的结合能够改善人们的健康并降低成本，该公司可以将该模式特许应用于卫生系统甚至其他国家。首先，苹果选择在自己的员工身上测试这项服务。知情人士称，苹果接管了其总部附近由一家初创公司运营的员工健康诊所，并将它们变成了新健康服务的测试场所。据悉，苹果在2017年聘请了斯坦福大学的萨姆布尔·德赛（Sumbul Desai）来负责这项代号为“Casper”的工作。知情人士说，这项努力今天仍在继续，但苹果一直在努力让Casper通过初步阶段。据知情人士透露，德赛团队的员工多次离职。他们表示，德赛团队的文化不鼓励批评性反馈，这对一个专注于与个人健康相关的产品和服务的部门来说可能是个问题。据知情人士称，一些员工表示担心，关于诊所绩效的内部数据存在不准确或随意汇编的问题。 据文件和知情人士透露，这些问题已多次反映给库克和威廉姆斯。苹果发言人表示，这种批评是不准确的。据知情人士透露，担心这种文化的员工指出，在2019年的一次会议上，一名中层经理提出了关于数据的问题。德赛愤怒地回应，导致一些在场的人得出结论，关键问题不受欢迎。文件显示，这位经理几周后离开了苹果，这一事件导致了她的离开。苹果发言人说，德赛在会议上谈到了数据完整性的重要性。他说：“此事已被彻底调查，指控不能成立。”苹果拒绝就该员工离职的情况置评。该发言人说，公司为德赛的工作感到骄傲，她在公司的许多医疗保健工作中发挥了重要作用。威廉姆斯和德赛没有回应置评请求，苹果也拒绝让他们发表评论。除了管理被称为AC Wellness的诊所，德赛的团队还处理与监管机构的关系，领导研究合作，并为苹果公司的其他健康产品提供临床专业知识。据文件和知情人士透露，德赛团队最近的一项举措是一款名为HealthHabit的数字健康应用，目前正在加州的苹果员工中进行测试。自该应用大约6个月前推出以来，该应用的参与度一直很低。HealthHabit通过聊天将人们与临床医生联系起来，并鼓励他们设定健康挑战，如“我本周将更多锻炼。”那些有高血压病史的人可以与健康教练联系，健康教练可以给他们发送血压监测器和量表，并建议他们养成更健康的习惯。知情人士称，截至5月份，下载该应用的人中有一半没有注册，许多注册用户的参与度很低。一些人透露，支持该应用高血压项目的数据引起了员工对内部数据和分析完整性的新担忧。据悉，在3月份为所有苹果健康员工举行的演示中，威廉姆斯称赞了诊所在治疗高血压方面的结果，并指出这些结果是支持HealthHabit应用潜力的证据。他们说，威廉姆斯当时曾暗示，如果该应用成功，苹果可能会有更大的野心。（腾讯科技编译/无忌）","news_type":1},"isVote":1,"tweetType":1,"viewCount":310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169341038,"gmtCreate":1623818732424,"gmtModify":1703820447113,"author":{"id":"3569541446805658","authorId":"3569541446805658","name":"ChingYee","avatar":"https://static.tigerbbs.com/24687680699c2fdc61d34a41fcba1b8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569541446805658","authorIdStr":"3569541446805658"},"themes":[],"htmlText":"[Doubt]&nbsp;","listText":"[Doubt]&nbsp;","text":"[Doubt]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/169341038","repostId":"2143643147","repostType":2,"repost":{"id":"2143643147","kind":"news","pubTimestamp":1623815352,"share":"https://ttm.financial/m/news/2143643147?lang=&edition=fundamental","pubTime":"2021-06-16 11:49","market":"us","language":"zh","title":"英国竞争监管机构对苹果和谷歌开展调查","url":"https://stock-news.laohu8.com/highlight/detail?id=2143643147","media":"威锋网","summary":"英国竞争与市场管理局 对苹果和谷歌的智能手机平台、应用商店以及网络浏览器在移动生态系统中的主导地位开展调查。CMA 表示，消费者可能在广泛的领域遭受损失。CMA 首席执行官 Andrea Coscelli在一份政府声明中表示：“苹果和谷歌控制着人们通过手机下载应用程序或浏览网页的主要网关——无论他们是想购物、玩游戏、收听流媒体音乐还是看电视。”CMA正在寻找由于苹果和谷歌的行为和市场力量而导致创新领域减少的证据。研究结果将在一年内公布。","content":"<html><body><article><p>英国竞争与市场管理局 (CMA)对<a href=\"https://laohu8.com/S/AAPL\">苹果</a>和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>的智能手机平台（iOS 和 Android）、应用商店（App Store 和 Google Play Store）以及网络浏览器（Safari 和 Chrome）在移动生态系统中的主导地位开展调查。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13659359830/0\"/><p>CMA 表示，消费者可能在广泛的领域遭受损失。CMA 首席执行官 Andrea Coscelli在一份政府声明中表示：“苹果和谷歌控制着人们通过手机下载应用程序或浏览网页的主要网关——无论他们是想购物、玩游戏、收听流媒体音乐还是看电视。”“我们正在研究苹果和谷歌的行为是否会给消费者和一些企业带来问题。”</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13659359831/0\"/><p>调查范围将涵盖各种产品、内容和服务（例如音乐、电视和视频）流；健身追踪、购物和银行业务等。</p><p>CMA正在寻找由于苹果和谷歌的行为和市场力量而导致创新领域减少的证据。并且还将调查这些公司的市场力量对其他领域造成的影响。</p><p>研究结果将在一年内公布。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>英国竞争监管机构对苹果和谷歌开展调查</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英国竞争监管机构对苹果和谷歌开展调查\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 11:49 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021061612362879c6b098&s=b><strong>威锋网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英国竞争与市场管理局 (CMA)对苹果和谷歌的智能手机平台（iOS 和 Android）、应用商店（App Store 和 Google Play Store）以及网络浏览器（Safari 和 Chrome）在移动生态系统中的主导地位开展调查。CMA 表示，消费者可能在广泛的领域遭受损失。CMA 首席执行官 Andrea Coscelli在一份政府声明中表示：“苹果和谷歌控制着人们通过手机下载...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021061612362879c6b098&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7cb1a202ad9a99e9e2852de348daca32","relate_stocks":{"QNETCN":"纳斯达克中美互联网老虎指数","09086":"华夏纳指-U","03086":"华夏纳指","AAPL":"苹果","GOOG":"谷歌","GOOGL":"谷歌A"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021061612362879c6b098&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2143643147","content_text":"英国竞争与市场管理局 (CMA)对苹果和谷歌的智能手机平台（iOS 和 Android）、应用商店（App Store 和 Google Play Store）以及网络浏览器（Safari 和 Chrome）在移动生态系统中的主导地位开展调查。CMA 表示，消费者可能在广泛的领域遭受损失。CMA 首席执行官 Andrea Coscelli在一份政府声明中表示：“苹果和谷歌控制着人们通过手机下载应用程序或浏览网页的主要网关——无论他们是想购物、玩游戏、收听流媒体音乐还是看电视。”“我们正在研究苹果和谷歌的行为是否会给消费者和一些企业带来问题。”调查范围将涵盖各种产品、内容和服务（例如音乐、电视和视频）流；健身追踪、购物和银行业务等。CMA正在寻找由于苹果和谷歌的行为和市场力量而导致创新领域减少的证据。并且还将调查这些公司的市场力量对其他领域造成的影响。研究结果将在一年内公布。","news_type":1},"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":169077230,"gmtCreate":1623810814620,"gmtModify":1703820193399,"author":{"id":"3569541446805658","authorId":"3569541446805658","name":"ChingYee","avatar":"https://static.tigerbbs.com/24687680699c2fdc61d34a41fcba1b8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569541446805658","authorIdStr":"3569541446805658"},"themes":[],"htmlText":"[Miser]&nbsp;[Miser]&nbsp;","listText":"[Miser]&nbsp;[Miser]&nbsp;","text":"[Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/169077230","repostId":"2143664277","repostType":2,"repost":{"id":"2143664277","kind":"news","pubTimestamp":1623805104,"share":"https://ttm.financial/m/news/2143664277?lang=&edition=fundamental","pubTime":"2021-06-16 08:58","market":"us","language":"zh","title":"研究机构：特斯拉可能共买入3.7万枚比特币","url":"https://stock-news.laohu8.com/highlight/detail?id=2143664277","media":"太平洋电脑网","summary":"日前，据媒体报道，市场研究机构分析发现，特斯拉可能共买入3.7万枚比特币，而且与当前价格相比，部分买入的比特币仍处于亏损状态。今年2月，特斯拉首次证实其买入了价值15亿美元的比特币，但没有具体说明其持有多少比特币或支付的平均价格。艾夫斯表示，特斯拉可能会在本季度对其持有的比特币计入减值费用。他补充说，该公司可能会在1月份全天买入，目前至少有部分所持比特币处于亏损状态。","content":"<html><body><article><p>你以为<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>是卖车的，可其实是个炒币的。这样的言论，伴随着近日马斯克频繁“带货”比特币，以更高的频率出现在社交平台上。</p><p>6月14日消息，特斯拉CEO埃隆·马斯克(ElonMusk)周日发布推文称，如果能够确认比特币矿工使用了更多可再生能源，特斯拉将恢复使用比特币买车的交易。</p><p>受此影响，截至美国东部时间周日14:10分(北京时间周一2:10分)，<strong>比特币价格上涨5.1%至37,360.63美元，较前一个交易日收盘价上涨1,817.87美元。</strong></p><p>而前段时间，马斯克刚刚表示因为比特币能源消耗过大，取消特斯拉支持比特币购车的方式，<strong>但如今又公开表示支持比特币购车，前后反差态度之大，让不少比特币投资者因为爆仓而感到无比郁闷。</strong></p><p>那么，特斯拉到底购入了多少比特币呢？也有市场研究机构对此进行了分析调研。</p><p>日前，据媒体报道，市场研究机构分析发现，<strong>特斯拉可能共买入3.7万枚比特币，而且与当前价格相比，部分买入的比特币仍处于亏损状态。</strong></p><p>今年2月，特斯拉首次证实其买入了价值15亿美元的比特币，但没有具体说明其持有多少比特币或支付的平均价格。韦德布什证券公司分析师丹?艾夫斯（DanIves）表示，特斯拉可能会在本季度对其持有的比特币计入减值费用。</p><p>他补充说，该公司可能会在1月份全天买入，目前至少有部分所持比特币处于亏损状态。</p><p>他说：“如果比特币价格低于3万美元，或者在第二季度末处于3万美元的低位，减值幅度肯定很大。届时，比特币投资将成为顺风变为逆风因素。”</p><p>美国当地时间周日，特斯拉CEO埃隆?马斯克（ElonMusk）发布推文称，如果能够确认比特币矿工使用了更多可再生能源，特斯拉将恢复使用比特币买车的交易。<strong>另外，他还表示，特斯拉只出售了大约10%的比特币持有量，以确认比特币可以在不影响市场的情况下轻松结算。</strong></p><img src=\"http://inews.gtimg.com/newsapp_match/0/13524195933/0\"/><p>【来源：快科技】【作者：若风】</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>研究机构：特斯拉可能共买入3.7万枚比特币</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n研究机构：特斯拉可能共买入3.7万枚比特币\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 08:58 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202106160918317c14c97f&s=b><strong>太平洋电脑网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>你以为特斯拉是卖车的，可其实是个炒币的。这样的言论，伴随着近日马斯克频繁“带货”比特币，以更高的频率出现在社交平台上。6月14日消息，特斯拉CEO埃隆·马斯克(ElonMusk)周日发布推文称，如果能够确认比特币矿工使用了更多可再生能源，特斯拉将恢复使用比特币买车的交易。受此影响，截至美国东部时间周日14:10分(北京时间周一2:10分)，比特币价格上涨5.1%至37,360.63美元，较前一个...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202106160918317c14c97f&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7c37e2b050b955b1a34b617021b1fb43","relate_stocks":{"CAN":"嘉楠科技","TSLA":"特斯拉","EBON":"亿邦国际"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202106160918317c14c97f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2143664277","content_text":"你以为特斯拉是卖车的，可其实是个炒币的。这样的言论，伴随着近日马斯克频繁“带货”比特币，以更高的频率出现在社交平台上。6月14日消息，特斯拉CEO埃隆·马斯克(ElonMusk)周日发布推文称，如果能够确认比特币矿工使用了更多可再生能源，特斯拉将恢复使用比特币买车的交易。受此影响，截至美国东部时间周日14:10分(北京时间周一2:10分)，比特币价格上涨5.1%至37,360.63美元，较前一个交易日收盘价上涨1,817.87美元。而前段时间，马斯克刚刚表示因为比特币能源消耗过大，取消特斯拉支持比特币购车的方式，但如今又公开表示支持比特币购车，前后反差态度之大，让不少比特币投资者因为爆仓而感到无比郁闷。那么，特斯拉到底购入了多少比特币呢？也有市场研究机构对此进行了分析调研。日前，据媒体报道，市场研究机构分析发现，特斯拉可能共买入3.7万枚比特币，而且与当前价格相比，部分买入的比特币仍处于亏损状态。今年2月，特斯拉首次证实其买入了价值15亿美元的比特币，但没有具体说明其持有多少比特币或支付的平均价格。韦德布什证券公司分析师丹?艾夫斯（DanIves）表示，特斯拉可能会在本季度对其持有的比特币计入减值费用。他补充说，该公司可能会在1月份全天买入，目前至少有部分所持比特币处于亏损状态。他说：“如果比特币价格低于3万美元，或者在第二季度末处于3万美元的低位，减值幅度肯定很大。届时，比特币投资将成为顺风变为逆风因素。”美国当地时间周日，特斯拉CEO埃隆?马斯克（ElonMusk）发布推文称，如果能够确认比特币矿工使用了更多可再生能源，特斯拉将恢复使用比特币买车的交易。另外，他还表示，特斯拉只出售了大约10%的比特币持有量，以确认比特币可以在不影响市场的情况下轻松结算。【来源：快科技】【作者：若风】","news_type":1},"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":188908672,"gmtCreate":1623418603496,"gmtModify":1704203096319,"author":{"id":"3569541446805658","authorId":"3569541446805658","name":"ChingYee","avatar":"https://static.tigerbbs.com/24687680699c2fdc61d34a41fcba1b8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569541446805658","authorIdStr":"3569541446805658"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/188908672","repostId":"2142203349","repostType":2,"repost":{"id":"2142203349","kind":"news","pubTimestamp":1623411684,"share":"https://ttm.financial/m/news/2142203349?lang=&edition=fundamental","pubTime":"2021-06-11 19:41","market":"hk","language":"zh","title":"台积电考虑在美国开设首家芯片封装厂。 (日经新闻)","url":"https://stock-news.laohu8.com/highlight/detail?id=2142203349","media":"新浪财经","summary":"台积电考虑在美国开设首家芯片封装厂。 (日经新闻)","content":"<html><body><a href=\"https://laohu8.com/S/TSM\">台积电</a>考虑在美国开设首家芯片封装厂。 (日经新闻)</body></html>","source":"sina_symbol","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>台积电考虑在美国开设首家芯片封装厂。 (日经新闻)</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"159813":"芯片","TSM":"台积电","EWT":"台湾ETF-iShares MSCI","03145":"华夏亚洲高息股"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/7x24/2021-06-11/doc-ikqciyzi9126555.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142203349","content_text":"台积电考虑在美国开设首家芯片封装厂。 (日经新闻)","news_type":1},"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":183658692,"gmtCreate":1623330237216,"gmtModify":1704201012958,"author":{"id":"3569541446805658","authorId":"3569541446805658","name":"ChingYee","avatar":"https://static.tigerbbs.com/24687680699c2fdc61d34a41fcba1b8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569541446805658","authorIdStr":"3569541446805658"},"themes":[],"htmlText":"PLTR gogogo","listText":"PLTR gogogo","text":"PLTR gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/183658692","repostId":"2142422673","repostType":2,"repost":{"id":"2142422673","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1623329400,"share":"https://ttm.financial/m/news/2142422673?lang=&edition=fundamental","pubTime":"2021-06-10 20:50","market":"us","language":"en","title":"We put 6 more meme stocks' numbers to the test and the differences are telling","url":"https://stock-news.laohu8.com/highlight/detail?id=2142422673","media":"Dow Jones","summary":"MW We put 6 more meme stocks' numbers to the test and the differences are tellingBy Philip van Doorn","content":"<p>MW We put 6 more meme stocks' numbers to the test and the differences are telling</p><p>By Philip van Doorn</p><p>Digging deeper into the the meme stock phenomenon, there are big difference between Palantir, Wendy's, Canoo and other companies.</p><p>The world of meme stocks is changing every day as traders communicating through Reddit's WallStreetBets channel and other social media set their sights on new targets for short squeezes or find other downtrodden companies to bid up in price.</p><p>After last week's look at financial results and projections for the four BANG stocks  and four other meme companies, what follows is the same treatment for six more.</p><p>(The BANG stocks are BlackBerry Ltd. (BB.T), AMC Entertainment Holdings Inc <a href=\"https://laohu8.com/S/AMC\">$(AMC)$</a>, Nokia Corp. (NOKIA.HE) and GameStop Corp. <a href=\"https://laohu8.com/S/GME\">$(GME)$</a>.)</p><p>Short squeezes and meme stocks</p><p>Traders looking to group together on social media to make quick killings by pushing up share prices of companies at early stages or those going through difficult times  have been setting up short squeezes.</p><p>Professional investors have traditionally short-sold shares of companies they believe will perform worse than most other investors or analysts expect. Shorting means borrowing a company's shares and selling them immediately, in the hope of buying them back at a lower price, returning them to the lender and pocketing the difference. If you simply buy a stock hoping it will go up, all you risk is the money you invest. You might get wiped out. But if you short a stock, your risk potential is unlimited. You never know how high the price might rise if you have gotten the trade wrong.</p><p>\"Covering\" a short position is when you buy back the shares to return them to the investor who lent them to you. You are hoping to cover at a lower price than you sold the shares for, to make a profit.</p><p>To have a short position, you need to have a margin account  with a broker -- an account that lets you borrow to invest or trade. Because of the risk in taking a short position, if the share price goes against you (higher), your broker will keep increasing its collateral requirements. If you run out of cash as the price keeps rising, you will be forced to cover at a loss. That type of action among a large group of short-sellers pushes the price higher in a spiral --  a short squeeze.</p><p>Six more meme stocks</p><p>The action changes daily. On June 9, for example, shares of Clover Health Investments Corp. <a href=\"https://laohu8.com/S/CLOV\">$(CLOV)$</a> fell 24% after rising 86% the day before. The stock is 36.6% sold short, according to FactSet.</p><p>Read:Newest meme stock darling Clover Health is popping. Is the SEC watching?</p><p>Here are the six additional meme stocks, following our initial group of eight , sorted by market capitalization as of the close on June 9:</p><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> (PLTR) provides a software platform used by government defense and intelligence agencies. It is the largest company on the list by market cap, but not by revenue, as you can see below. A year-to-date chart  of its price performance shows how wild the meme-stock action can be:</p><p>Palantir's stock was up 3% for 2021 through June 9, but its market cap had increased by 26% because the company had been raising cash by selling additional shares to investors. The company's following as a meme stock seems to spring more from its growth prospects than from short interest, which peaked at 8.5% of shares available for sale, according to FactSet.</p><p>Wendy's Co. <a href=\"https://laohu8.com/S/WEN\">$(WEN)$</a> is another meme stock whose addition to the group may be a bit confusing, as the stock isn't heavily shorted and the company is stable. Thornton McEnery dug into the action on June 8, which may have included confusion over Wendy's ticker symbol , when the stock rose 26%.</p><p>Read:Wendy's stock run-up prompts analyst downgrade but breakfast is driving growth</p><p><a href=\"https://laohu8.com/S/WISH\">ContextLogic Inc.</a> (WISH) is <a href=\"https://laohu8.com/S/AONE\">one</a> of two stocks on the new list that have fallen this year. The mobile e-commerce company's stock opened below its initial public offering price  before the IPO.</p><p>Short interest</p><p>Keeping the group in the same order, here are levels of short interest as percentages of available shares and  in dollars:</p><p>FactSet's data on short positions as a percentage of shares outstanding is updated twice a month. The data was updated overnight between June 9 and 10. The second update takes place around the 25th day of the month.</p><p>Clover is the most heavily shorted stock on the list. Brad Lamensdorf, CEO of ActiveAlts in Westport, Conn., who runs long and short investment strategies, said previously that a short percentage \"over 30% to 40% is outrageously high.\" (Lamensdorf co-manages the AdvisorShares <a href=\"https://laohu8.com/S/HDGE\">Ranger Equity Bear ETF</a> (HDGE), which is meant to be used as a hedging tool.)</p><p>A high percentage of shares sold short makes a stock especially dangerous for the short-sellers, because it can increase the intensity of any short squeeze.</p><p>We have shown the short interest as a percentage of market cap in order to provide context. Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> is an excellent example to provide more context, because the company has such a large market capitalization of $576.8 billion. Only 5.16% of the shares are sold short, but that comes to $29.8 billion in short interest -- the most (in dollars) for any stock in the S&amp;P 500. Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a> ranks second for dollars of short interest in the benchmark  index, with 1.09% of shares sold short, which comes to $18.1 billion in short interest for a company with a market cap of $1.66 trillion.</p><p><a href=\"https://laohu8.com/S/GOEV\">Canoo Inc.</a>  (GOEV) is the second-most heavily shorted stock listed above, at 29.5%. The electric-vehicle maker was formed on Dec. 21 through the merger of Canoo Holdings Ltd. and Hennessy Capital Acquisition Corp. IV, a special purpose acquisition company, or SPAC. Canoo expects to produce its first vehicle in mid-2022 in limited quantities, with \"serial production launching in 2023,\" according to its 10-K report  filed on March 31.</p><p><a href=\"https://laohu8.com/S/CLNE\">Clean Energy Fuels Corp</a>. <a href=\"https://laohu8.com/S/CLNE.AU\">$(CLNE.AU)$</a> provides natural gas for use as an alternative to gasoline or diesel for fleets of vehicles. The stock is 6.58% sold-short, but has had a good run this year as the energy sector has recovered.</p><p>Fundamentals</p><p>We'll look back at sales results for this group of six meme stocks and then look ahead at sales estimates through 2023.</p><p>Looking back</p><p>First, here's a comparison of annual sales, in millions of dollars for the past five reported fiscal years (where available):</p><p>You can see clear growth paths in recent years for Palantir, Wendy's and ContextLogic, while Clean Energy Fuels had  understandable challenges from lower natural gas prices in 2020.</p><p>Clover was incorporated on Oct. 18, 2019. It hasn't yet reported annual revenue. For the first quarter, the company reported $200.3 million in sales, up from $165.5 million in the first quarter of 2020. Clover merged with <a href=\"https://laohu8.com/S/IPOC.U\">Social Capital Hedosophia Holdings Corp. III</a> (a SPAC) on Jan. 7.</p><p>Looking ahead -- sales</p><p>Starting from a baseline of calendar 2021, here are sales estimates going out through 2023 among Wall Street analysts polled by FactSet:</p><p>Double-digit or better sales growth is expected for all of the companies over the next two years except Wendy's. Price-to-sale ratios, based on closing share prices on June 9 and the 2023 estimates, are included. In comparison, the S&amp;P 500 trades for 2.5 times its weighted aggregate consensus sales estimate for 2023.</p><p>Looking ahead -- earnings</p><p>Here are earnings-per-share estimates going out to 2023:</p><p>You might not have expected the EPS projections to be particularly useful, but they underscore how high these stocks are trading. The S&amp;P 500 trades for 18.4 times its consensus EPS estimate for 2023.</p><p>The estimates show expected improvement for Palantir, if it manages to maintain its rapid sales growth. Wendy's is expected to improve EPS significantly even with modest sale growth, in part because of stock buybacks .</p><p>Wall Street's opinion</p><p>Here's a summary of opinion for this group of meme stocks among Wall Street analysts:</p><p>So the Wall Street analysts have the most love for ContextLogic, with 82% \"buy\" or equivalent ratings. Second place goes to Clean Energy Fuels. For that company, the timing, in a year of economic and fuel-price recovery, not to mention the desire among many investors to help lower carbon emissions, seems perfect.</p><p>Wall Street is skeptical of Palantir and Clover Health, but it would seem for different reasons, as Palantir already has a history of rapid sales growth.</p><p>More meme-stock coverage:</p><p>Don't miss: Here are the hottest stock sectors for Wall Street right now -- and analysts' favorite ways to play them</p><p>-Philip van Doorn; 415-439-6400; AskNewswires@dowjones.com</p><p><a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires</p><p>June 10, 2021 08:50 ET (12:50 GMT)</p><p>Copyright (c) 2021 Dow Jones &amp; Company, Inc.</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>We put 6 more meme stocks' numbers to the test and the differences are telling</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWe put 6 more meme stocks' numbers to the test and the differences are telling\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-06-10 20:50</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>MW We put 6 more meme stocks' numbers to the test and the differences are telling</p><p>By Philip van Doorn</p><p>Digging deeper into the the meme stock phenomenon, there are big difference between Palantir, Wendy's, Canoo and other companies.</p><p>The world of meme stocks is changing every day as traders communicating through Reddit's WallStreetBets channel and other social media set their sights on new targets for short squeezes or find other downtrodden companies to bid up in price.</p><p>After last week's look at financial results and projections for the four BANG stocks  and four other meme companies, what follows is the same treatment for six more.</p><p>(The BANG stocks are BlackBerry Ltd. (BB.T), AMC Entertainment Holdings Inc <a href=\"https://laohu8.com/S/AMC\">$(AMC)$</a>, Nokia Corp. (NOKIA.HE) and GameStop Corp. <a href=\"https://laohu8.com/S/GME\">$(GME)$</a>.)</p><p>Short squeezes and meme stocks</p><p>Traders looking to group together on social media to make quick killings by pushing up share prices of companies at early stages or those going through difficult times  have been setting up short squeezes.</p><p>Professional investors have traditionally short-sold shares of companies they believe will perform worse than most other investors or analysts expect. Shorting means borrowing a company's shares and selling them immediately, in the hope of buying them back at a lower price, returning them to the lender and pocketing the difference. If you simply buy a stock hoping it will go up, all you risk is the money you invest. You might get wiped out. But if you short a stock, your risk potential is unlimited. You never know how high the price might rise if you have gotten the trade wrong.</p><p>\"Covering\" a short position is when you buy back the shares to return them to the investor who lent them to you. You are hoping to cover at a lower price than you sold the shares for, to make a profit.</p><p>To have a short position, you need to have a margin account  with a broker -- an account that lets you borrow to invest or trade. Because of the risk in taking a short position, if the share price goes against you (higher), your broker will keep increasing its collateral requirements. If you run out of cash as the price keeps rising, you will be forced to cover at a loss. That type of action among a large group of short-sellers pushes the price higher in a spiral --  a short squeeze.</p><p>Six more meme stocks</p><p>The action changes daily. On June 9, for example, shares of Clover Health Investments Corp. <a href=\"https://laohu8.com/S/CLOV\">$(CLOV)$</a> fell 24% after rising 86% the day before. The stock is 36.6% sold short, according to FactSet.</p><p>Read:Newest meme stock darling Clover Health is popping. Is the SEC watching?</p><p>Here are the six additional meme stocks, following our initial group of eight , sorted by market capitalization as of the close on June 9:</p><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> (PLTR) provides a software platform used by government defense and intelligence agencies. It is the largest company on the list by market cap, but not by revenue, as you can see below. A year-to-date chart  of its price performance shows how wild the meme-stock action can be:</p><p>Palantir's stock was up 3% for 2021 through June 9, but its market cap had increased by 26% because the company had been raising cash by selling additional shares to investors. The company's following as a meme stock seems to spring more from its growth prospects than from short interest, which peaked at 8.5% of shares available for sale, according to FactSet.</p><p>Wendy's Co. <a href=\"https://laohu8.com/S/WEN\">$(WEN)$</a> is another meme stock whose addition to the group may be a bit confusing, as the stock isn't heavily shorted and the company is stable. Thornton McEnery dug into the action on June 8, which may have included confusion over Wendy's ticker symbol , when the stock rose 26%.</p><p>Read:Wendy's stock run-up prompts analyst downgrade but breakfast is driving growth</p><p><a href=\"https://laohu8.com/S/WISH\">ContextLogic Inc.</a> (WISH) is <a href=\"https://laohu8.com/S/AONE\">one</a> of two stocks on the new list that have fallen this year. The mobile e-commerce company's stock opened below its initial public offering price  before the IPO.</p><p>Short interest</p><p>Keeping the group in the same order, here are levels of short interest as percentages of available shares and  in dollars:</p><p>FactSet's data on short positions as a percentage of shares outstanding is updated twice a month. The data was updated overnight between June 9 and 10. The second update takes place around the 25th day of the month.</p><p>Clover is the most heavily shorted stock on the list. Brad Lamensdorf, CEO of ActiveAlts in Westport, Conn., who runs long and short investment strategies, said previously that a short percentage \"over 30% to 40% is outrageously high.\" (Lamensdorf co-manages the AdvisorShares <a href=\"https://laohu8.com/S/HDGE\">Ranger Equity Bear ETF</a> (HDGE), which is meant to be used as a hedging tool.)</p><p>A high percentage of shares sold short makes a stock especially dangerous for the short-sellers, because it can increase the intensity of any short squeeze.</p><p>We have shown the short interest as a percentage of market cap in order to provide context. Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> is an excellent example to provide more context, because the company has such a large market capitalization of $576.8 billion. Only 5.16% of the shares are sold short, but that comes to $29.8 billion in short interest -- the most (in dollars) for any stock in the S&amp;P 500. Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a> ranks second for dollars of short interest in the benchmark  index, with 1.09% of shares sold short, which comes to $18.1 billion in short interest for a company with a market cap of $1.66 trillion.</p><p><a href=\"https://laohu8.com/S/GOEV\">Canoo Inc.</a>  (GOEV) is the second-most heavily shorted stock listed above, at 29.5%. The electric-vehicle maker was formed on Dec. 21 through the merger of Canoo Holdings Ltd. and Hennessy Capital Acquisition Corp. IV, a special purpose acquisition company, or SPAC. Canoo expects to produce its first vehicle in mid-2022 in limited quantities, with \"serial production launching in 2023,\" according to its 10-K report  filed on March 31.</p><p><a href=\"https://laohu8.com/S/CLNE\">Clean Energy Fuels Corp</a>. <a href=\"https://laohu8.com/S/CLNE.AU\">$(CLNE.AU)$</a> provides natural gas for use as an alternative to gasoline or diesel for fleets of vehicles. The stock is 6.58% sold-short, but has had a good run this year as the energy sector has recovered.</p><p>Fundamentals</p><p>We'll look back at sales results for this group of six meme stocks and then look ahead at sales estimates through 2023.</p><p>Looking back</p><p>First, here's a comparison of annual sales, in millions of dollars for the past five reported fiscal years (where available):</p><p>You can see clear growth paths in recent years for Palantir, Wendy's and ContextLogic, while Clean Energy Fuels had  understandable challenges from lower natural gas prices in 2020.</p><p>Clover was incorporated on Oct. 18, 2019. It hasn't yet reported annual revenue. For the first quarter, the company reported $200.3 million in sales, up from $165.5 million in the first quarter of 2020. Clover merged with <a href=\"https://laohu8.com/S/IPOC.U\">Social Capital Hedosophia Holdings Corp. III</a> (a SPAC) on Jan. 7.</p><p>Looking ahead -- sales</p><p>Starting from a baseline of calendar 2021, here are sales estimates going out through 2023 among Wall Street analysts polled by FactSet:</p><p>Double-digit or better sales growth is expected for all of the companies over the next two years except Wendy's. Price-to-sale ratios, based on closing share prices on June 9 and the 2023 estimates, are included. In comparison, the S&amp;P 500 trades for 2.5 times its weighted aggregate consensus sales estimate for 2023.</p><p>Looking ahead -- earnings</p><p>Here are earnings-per-share estimates going out to 2023:</p><p>You might not have expected the EPS projections to be particularly useful, but they underscore how high these stocks are trading. The S&amp;P 500 trades for 18.4 times its consensus EPS estimate for 2023.</p><p>The estimates show expected improvement for Palantir, if it manages to maintain its rapid sales growth. Wendy's is expected to improve EPS significantly even with modest sale growth, in part because of stock buybacks .</p><p>Wall Street's opinion</p><p>Here's a summary of opinion for this group of meme stocks among Wall Street analysts:</p><p>So the Wall Street analysts have the most love for ContextLogic, with 82% \"buy\" or equivalent ratings. Second place goes to Clean Energy Fuels. For that company, the timing, in a year of economic and fuel-price recovery, not to mention the desire among many investors to help lower carbon emissions, seems perfect.</p><p>Wall Street is skeptical of Palantir and Clover Health, but it would seem for different reasons, as Palantir already has a history of rapid sales growth.</p><p>More meme-stock coverage:</p><p>Don't miss: Here are the hottest stock sectors for Wall Street right now -- and analysts' favorite ways to play them</p><p>-Philip van Doorn; 415-439-6400; AskNewswires@dowjones.com</p><p><a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires</p><p>June 10, 2021 08:50 ET (12:50 GMT)</p><p>Copyright (c) 2021 Dow Jones &amp; Company, Inc.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WEN":"温蒂汉堡","CLOV":"Clover Health Corp","PLTR":"Palantir Technologies Inc.","CLNE":"Clean Energy Fuels Corp"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142422673","content_text":"MW We put 6 more meme stocks' numbers to the test and the differences are tellingBy Philip van DoornDigging deeper into the the meme stock phenomenon, there are big difference between Palantir, Wendy's, Canoo and other companies.The world of meme stocks is changing every day as traders communicating through Reddit's WallStreetBets channel and other social media set their sights on new targets for short squeezes or find other downtrodden companies to bid up in price.After last week's look at financial results and projections for the four BANG stocks  and four other meme companies, what follows is the same treatment for six more.(The BANG stocks are BlackBerry Ltd. (BB.T), AMC Entertainment Holdings Inc $(AMC)$, Nokia Corp. (NOKIA.HE) and GameStop Corp. $(GME)$.)Short squeezes and meme stocksTraders looking to group together on social media to make quick killings by pushing up share prices of companies at early stages or those going through difficult times  have been setting up short squeezes.Professional investors have traditionally short-sold shares of companies they believe will perform worse than most other investors or analysts expect. Shorting means borrowing a company's shares and selling them immediately, in the hope of buying them back at a lower price, returning them to the lender and pocketing the difference. If you simply buy a stock hoping it will go up, all you risk is the money you invest. You might get wiped out. But if you short a stock, your risk potential is unlimited. You never know how high the price might rise if you have gotten the trade wrong.\"Covering\" a short position is when you buy back the shares to return them to the investor who lent them to you. You are hoping to cover at a lower price than you sold the shares for, to make a profit.To have a short position, you need to have a margin account  with a broker -- an account that lets you borrow to invest or trade. Because of the risk in taking a short position, if the share price goes against you (higher), your broker will keep increasing its collateral requirements. If you run out of cash as the price keeps rising, you will be forced to cover at a loss. That type of action among a large group of short-sellers pushes the price higher in a spiral --  a short squeeze.Six more meme stocksThe action changes daily. On June 9, for example, shares of Clover Health Investments Corp. $(CLOV)$ fell 24% after rising 86% the day before. The stock is 36.6% sold short, according to FactSet.Read:Newest meme stock darling Clover Health is popping. Is the SEC watching?Here are the six additional meme stocks, following our initial group of eight , sorted by market capitalization as of the close on June 9:Palantir Technologies Inc. (PLTR) provides a software platform used by government defense and intelligence agencies. It is the largest company on the list by market cap, but not by revenue, as you can see below. A year-to-date chart  of its price performance shows how wild the meme-stock action can be:Palantir's stock was up 3% for 2021 through June 9, but its market cap had increased by 26% because the company had been raising cash by selling additional shares to investors. The company's following as a meme stock seems to spring more from its growth prospects than from short interest, which peaked at 8.5% of shares available for sale, according to FactSet.Wendy's Co. $(WEN)$ is another meme stock whose addition to the group may be a bit confusing, as the stock isn't heavily shorted and the company is stable. Thornton McEnery dug into the action on June 8, which may have included confusion over Wendy's ticker symbol , when the stock rose 26%.Read:Wendy's stock run-up prompts analyst downgrade but breakfast is driving growthContextLogic Inc. (WISH) is one of two stocks on the new list that have fallen this year. The mobile e-commerce company's stock opened below its initial public offering price  before the IPO.Short interestKeeping the group in the same order, here are levels of short interest as percentages of available shares and  in dollars:FactSet's data on short positions as a percentage of shares outstanding is updated twice a month. The data was updated overnight between June 9 and 10. The second update takes place around the 25th day of the month.Clover is the most heavily shorted stock on the list. Brad Lamensdorf, CEO of ActiveAlts in Westport, Conn., who runs long and short investment strategies, said previously that a short percentage \"over 30% to 40% is outrageously high.\" (Lamensdorf co-manages the AdvisorShares Ranger Equity Bear ETF (HDGE), which is meant to be used as a hedging tool.)A high percentage of shares sold short makes a stock especially dangerous for the short-sellers, because it can increase the intensity of any short squeeze.We have shown the short interest as a percentage of market cap in order to provide context. Tesla Inc. $(TSLA)$ is an excellent example to provide more context, because the company has such a large market capitalization of $576.8 billion. Only 5.16% of the shares are sold short, but that comes to $29.8 billion in short interest -- the most (in dollars) for any stock in the S&P 500. Amazon.com Inc. $(AMZN)$ ranks second for dollars of short interest in the benchmark  index, with 1.09% of shares sold short, which comes to $18.1 billion in short interest for a company with a market cap of $1.66 trillion.Canoo Inc.  (GOEV) is the second-most heavily shorted stock listed above, at 29.5%. The electric-vehicle maker was formed on Dec. 21 through the merger of Canoo Holdings Ltd. and Hennessy Capital Acquisition Corp. IV, a special purpose acquisition company, or SPAC. Canoo expects to produce its first vehicle in mid-2022 in limited quantities, with \"serial production launching in 2023,\" according to its 10-K report  filed on March 31.Clean Energy Fuels Corp. $(CLNE.AU)$ provides natural gas for use as an alternative to gasoline or diesel for fleets of vehicles. The stock is 6.58% sold-short, but has had a good run this year as the energy sector has recovered.FundamentalsWe'll look back at sales results for this group of six meme stocks and then look ahead at sales estimates through 2023.Looking backFirst, here's a comparison of annual sales, in millions of dollars for the past five reported fiscal years (where available):You can see clear growth paths in recent years for Palantir, Wendy's and ContextLogic, while Clean Energy Fuels had  understandable challenges from lower natural gas prices in 2020.Clover was incorporated on Oct. 18, 2019. It hasn't yet reported annual revenue. For the first quarter, the company reported $200.3 million in sales, up from $165.5 million in the first quarter of 2020. Clover merged with Social Capital Hedosophia Holdings Corp. III (a SPAC) on Jan. 7.Looking ahead -- salesStarting from a baseline of calendar 2021, here are sales estimates going out through 2023 among Wall Street analysts polled by FactSet:Double-digit or better sales growth is expected for all of the companies over the next two years except Wendy's. Price-to-sale ratios, based on closing share prices on June 9 and the 2023 estimates, are included. In comparison, the S&P 500 trades for 2.5 times its weighted aggregate consensus sales estimate for 2023.Looking ahead -- earningsHere are earnings-per-share estimates going out to 2023:You might not have expected the EPS projections to be particularly useful, but they underscore how high these stocks are trading. The S&P 500 trades for 18.4 times its consensus EPS estimate for 2023.The estimates show expected improvement for Palantir, if it manages to maintain its rapid sales growth. Wendy's is expected to improve EPS significantly even with modest sale growth, in part because of stock buybacks .Wall Street's opinionHere's a summary of opinion for this group of meme stocks among Wall Street analysts:So the Wall Street analysts have the most love for ContextLogic, with 82% \"buy\" or equivalent ratings. Second place goes to Clean Energy Fuels. For that company, the timing, in a year of economic and fuel-price recovery, not to mention the desire among many investors to help lower carbon emissions, seems perfect.Wall Street is skeptical of Palantir and Clover Health, but it would seem for different reasons, as Palantir already has a history of rapid sales growth.More meme-stock coverage:Don't miss: Here are the hottest stock sectors for Wall Street right now -- and analysts' favorite ways to play them-Philip van Doorn; 415-439-6400; AskNewswires@dowjones.com$(END)$ Dow Jones NewswiresJune 10, 2021 08:50 ET (12:50 GMT)Copyright (c) 2021 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":169077230,"gmtCreate":1623810814620,"gmtModify":1703820193399,"author":{"id":"3569541446805658","authorId":"3569541446805658","name":"ChingYee","avatar":"https://static.tigerbbs.com/24687680699c2fdc61d34a41fcba1b8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569541446805658","idStr":"3569541446805658"},"themes":[],"htmlText":"[Miser]&nbsp;[Miser]&nbsp;","listText":"[Miser]&nbsp;[Miser]&nbsp;","text":"[Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/169077230","repostId":"2143664277","repostType":2,"repost":{"id":"2143664277","kind":"news","pubTimestamp":1623805104,"share":"https://ttm.financial/m/news/2143664277?lang=&edition=fundamental","pubTime":"2021-06-16 08:58","market":"us","language":"zh","title":"研究机构：特斯拉可能共买入3.7万枚比特币","url":"https://stock-news.laohu8.com/highlight/detail?id=2143664277","media":"太平洋电脑网","summary":"日前，据媒体报道，市场研究机构分析发现，特斯拉可能共买入3.7万枚比特币，而且与当前价格相比，部分买入的比特币仍处于亏损状态。今年2月，特斯拉首次证实其买入了价值15亿美元的比特币，但没有具体说明其持有多少比特币或支付的平均价格。艾夫斯表示，特斯拉可能会在本季度对其持有的比特币计入减值费用。他补充说，该公司可能会在1月份全天买入，目前至少有部分所持比特币处于亏损状态。","content":"<html><body><article><p>你以为<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>是卖车的，可其实是个炒币的。这样的言论，伴随着近日马斯克频繁“带货”比特币，以更高的频率出现在社交平台上。</p><p>6月14日消息，特斯拉CEO埃隆·马斯克(ElonMusk)周日发布推文称，如果能够确认比特币矿工使用了更多可再生能源，特斯拉将恢复使用比特币买车的交易。</p><p>受此影响，截至美国东部时间周日14:10分(北京时间周一2:10分)，<strong>比特币价格上涨5.1%至37,360.63美元，较前一个交易日收盘价上涨1,817.87美元。</strong></p><p>而前段时间，马斯克刚刚表示因为比特币能源消耗过大，取消特斯拉支持比特币购车的方式，<strong>但如今又公开表示支持比特币购车，前后反差态度之大，让不少比特币投资者因为爆仓而感到无比郁闷。</strong></p><p>那么，特斯拉到底购入了多少比特币呢？也有市场研究机构对此进行了分析调研。</p><p>日前，据媒体报道，市场研究机构分析发现，<strong>特斯拉可能共买入3.7万枚比特币，而且与当前价格相比，部分买入的比特币仍处于亏损状态。</strong></p><p>今年2月，特斯拉首次证实其买入了价值15亿美元的比特币，但没有具体说明其持有多少比特币或支付的平均价格。韦德布什证券公司分析师丹?艾夫斯（DanIves）表示，特斯拉可能会在本季度对其持有的比特币计入减值费用。</p><p>他补充说，该公司可能会在1月份全天买入，目前至少有部分所持比特币处于亏损状态。</p><p>他说：“如果比特币价格低于3万美元，或者在第二季度末处于3万美元的低位，减值幅度肯定很大。届时，比特币投资将成为顺风变为逆风因素。”</p><p>美国当地时间周日，特斯拉CEO埃隆?马斯克（ElonMusk）发布推文称，如果能够确认比特币矿工使用了更多可再生能源，特斯拉将恢复使用比特币买车的交易。<strong>另外，他还表示，特斯拉只出售了大约10%的比特币持有量，以确认比特币可以在不影响市场的情况下轻松结算。</strong></p><img src=\"http://inews.gtimg.com/newsapp_match/0/13524195933/0\"/><p>【来源：快科技】【作者：若风】</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>研究机构：特斯拉可能共买入3.7万枚比特币</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{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n研究机构：特斯拉可能共买入3.7万枚比特币\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-16 08:58 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202106160918317c14c97f&s=b><strong>太平洋电脑网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>你以为特斯拉是卖车的，可其实是个炒币的。这样的言论，伴随着近日马斯克频繁“带货”比特币，以更高的频率出现在社交平台上。6月14日消息，特斯拉CEO埃隆·马斯克(ElonMusk)周日发布推文称，如果能够确认比特币矿工使用了更多可再生能源，特斯拉将恢复使用比特币买车的交易。受此影响，截至美国东部时间周日14:10分(北京时间周一2:10分)，比特币价格上涨5.1%至37,360.63美元，较前一个...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202106160918317c14c97f&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7c37e2b050b955b1a34b617021b1fb43","relate_stocks":{"CAN":"嘉楠科技","TSLA":"特斯拉","EBON":"亿邦国际"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202106160918317c14c97f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2143664277","content_text":"你以为特斯拉是卖车的，可其实是个炒币的。这样的言论，伴随着近日马斯克频繁“带货”比特币，以更高的频率出现在社交平台上。6月14日消息，特斯拉CEO埃隆·马斯克(ElonMusk)周日发布推文称，如果能够确认比特币矿工使用了更多可再生能源，特斯拉将恢复使用比特币买车的交易。受此影响，截至美国东部时间周日14:10分(北京时间周一2:10分)，比特币价格上涨5.1%至37,360.63美元，较前一个交易日收盘价上涨1,817.87美元。而前段时间，马斯克刚刚表示因为比特币能源消耗过大，取消特斯拉支持比特币购车的方式，但如今又公开表示支持比特币购车，前后反差态度之大，让不少比特币投资者因为爆仓而感到无比郁闷。那么，特斯拉到底购入了多少比特币呢？也有市场研究机构对此进行了分析调研。日前，据媒体报道，市场研究机构分析发现，特斯拉可能共买入3.7万枚比特币，而且与当前价格相比，部分买入的比特币仍处于亏损状态。今年2月，特斯拉首次证实其买入了价值15亿美元的比特币，但没有具体说明其持有多少比特币或支付的平均价格。韦德布什证券公司分析师丹?艾夫斯（DanIves）表示，特斯拉可能会在本季度对其持有的比特币计入减值费用。他补充说，该公司可能会在1月份全天买入，目前至少有部分所持比特币处于亏损状态。他说：“如果比特币价格低于3万美元，或者在第二季度末处于3万美元的低位，减值幅度肯定很大。届时，比特币投资将成为顺风变为逆风因素。”美国当地时间周日，特斯拉CEO埃隆?马斯克（ElonMusk）发布推文称，如果能够确认比特币矿工使用了更多可再生能源，特斯拉将恢复使用比特币买车的交易。另外，他还表示，特斯拉只出售了大约10%的比特币持有量，以确认比特币可以在不影响市场的情况下轻松结算。【来源：快科技】【作者：若风】","news_type":1},"isVote":1,"tweetType":1,"viewCount":203,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":163721318,"gmtCreate":1623894060934,"gmtModify":1703822777835,"author":{"id":"3569541446805658","authorId":"3569541446805658","name":"ChingYee","avatar":"https://static.tigerbbs.com/24687680699c2fdc61d34a41fcba1b8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569541446805658","idStr":"3569541446805658"},"themes":[],"htmlText":"[Smug]&nbsp;","listText":"[Smug]&nbsp;","text":"[Smug]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/163721318","repostId":"2144071671","repostType":2,"repost":{"id":"2144071671","kind":"news","pubTimestamp":1623893015,"share":"https://ttm.financial/m/news/2144071671?lang=&edition=fundamental","pubTime":"2021-06-17 09:23","market":"us","language":"zh","title":"苹果进军医疗服务：用户参与情况惨不忍睹","url":"https://stock-news.laohu8.com/highlight/detail?id=2144071671","media":"腾讯科技","summary":"据知情人士透露，迄今为止，苹果旨在革新医疗保健行业的一些举措一直难以取得进步。据知情人士称，苹果之前设想了一个大胆的医疗保健计划，雇佣医生在自己的诊所提供初级医疗保健服务。据悉，苹果的初级保健服务还没有起步。该公司今年悄悄推出了一款数字健康应用，但用户参与情况却惨不忍睹。苹果发言人表示，数据完整性是公司所有创新的基础。","content":"<html><body><article><img src=\"http://inews.gtimg.com/newsapp_match/0/13662885883/0\"/><p><a href=\"https://laohu8.com/S/00700\">腾讯</a>科技讯 6月17日消息，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>首席执行官蒂姆·库克（Tim Cook）曾表示，该公司对人类最大的贡献将是健康。据知情人士透露，迄今为止，苹果旨在革新医疗保健行业的一些举措一直难以取得进步。</p><p>据知情人士称，苹果之前设想了一个大胆的医疗保健计划，雇佣医生在自己的诊所提供初级<a href=\"https://laohu8.com/S/HCSG\">医疗保健服务</a>。为了测试这一和其他大胆的医疗保健计划，苹果接管了为其员工服务的诊所，并建立了一个由数十名临床医生、工程师、产品设计师和其他人组成的团队。据熟悉其战略的人士透露，苹果这些并不广为人知的雄心壮志基本上已停滞不前，原因是该公司已将其医疗部门的重点转移到了它所熟知的领域：销售硬件设备，尤其是Apple Watch。</p><p>据悉，苹果的初级保健服务还没有起步。该公司今年悄悄推出了一款数字健康应用，但用户参与情况却惨不忍睹。据知情人士和文件显示，一些员工对公司诊所用于支持产品开发的健康数据的完整性提出了内部质疑。</p><p>苹果发言人表示，数据完整性是公司所有创新的基础。他指出其医疗团队的成就，并表示该公司仍处于医疗保健工作的早期阶段。他还补充说，Apple Watch等产品中的心率通知等新技术改善了用户的健康。他说，苹果设备收集的数据支持了新的研究，有可能改善护理。该发言人说：“这份报告中的许多断言是基于不完整、过时和不准确的信息。</p><p>为寻找新的市场，让技术能够提高效率和成果，并推动销售增长，科技行业将医疗保健视为一个尚未开发的机会。但一些科技公司的努力已经以失败收场，包括<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>高调结盟其他公司，旨在降低医疗保健成本的合作。目前，亚马逊又开始尝试新的销售处方的方式，并计划在美国50个州推出虚拟护理服务。</p><p>公开文件显示，在库克的领导下，苹果每年的研发预算增加了八倍，达到200亿美元。除了<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>手表，该公司还发布了无线耳机和新服务。它还在健康、自动驾驶和增强现实等技术复杂、高风险的领域进行了大量投资，这意味着改变游戏规则的产品可能会在几年后出现，也可能永远不会出现。</p><p>苹果可以在推出自己的产品之前研究市场多年，有时它会在最终不会推向市场的新项目或技术上进行大量工作。据苹果文件和知情人士透露，其最雄心勃勃的医疗保健想法之一是提供初级保健药物的计划，该计划于2016年构思。据悉，苹果的一个团队花了几个月的时间试图弄清楚，从2015年首次发布的智能手表用户那里收集的大量健康数据，可能会被用来改善医疗保健。</p><p>负责健康团队的苹果首席运营官杰夫·<a href=\"https://laohu8.com/S/WMB\">威廉姆斯</a>（Jeff Williams）敦促员工要胸怀大志。他表示，苹果应该打破他所说的美国“363”和“中断修复”的护理模式。据熟悉他想法的人说，在美国，病人可能一年363天见不到医生，只有在出现问题时才会去看医生。</p><p>知情人士说，该团队决定实现这一愿景的最佳方式之一是提供自己的医疗服务，将苹果设备生成的数据与苹果医生提供的虚拟和面对面护理联系起来。根据这些人和文件，苹果将提供初级保健服务，但也将提供持续的健康监测，作为基于订阅的个性化健康计划的一部分。</p><p>根据这些文件，如果苹果能够证明其设备传感器、软件和服务的结合能够改善人们的健康并降低成本，该公司可以将该模式特许应用于卫生系统甚至其他国家。</p><p>首先，苹果选择在自己的员工身上测试这项服务。知情人士称，苹果接管了其总部附近由一家初创公司运营的员工健康诊所，并将它们变成了新健康服务的测试场所。据悉，苹果在2017年聘请了斯坦福大学的萨姆布尔·德赛（Sumbul Desai）来负责这项代号为“Casper”的工作。</p><p>知情人士说，这项努力今天仍在继续，但苹果一直在努力让Casper通过初步阶段。据知情人士透露，德赛团队的员工多次离职。他们表示，德赛团队的文化不鼓励批评性反馈，这对一个专注于与个人健康相关的产品和服务的部门来说可能是个问题。据知情人士称，一些员工表示担心，关于诊所绩效的内部数据存在不准确或随意汇编的问题。 据文件和知情人士透露，这些问题已多次反映给库克和威廉姆斯。苹果发言人表示，这种批评是不准确的。</p><p>据知情人士透露，担心这种文化的员工指出，在2019年的一次会议上，一名中层经理提出了关于数据的问题。德赛愤怒地回应，导致一些在场的人得出结论，关键问题不受欢迎。文件显示，这位经理几周后离开了苹果，这一事件导致了她的离开。苹果发言人说，德赛在会议上谈到了数据完整性的重要性。他说：“此事已被彻底调查，指控不能成立。”苹果拒绝就该员工离职的情况置评。</p><p>该发言人说，公司为德赛的工作感到骄傲，她在公司的许多医疗保健工作中发挥了重要作用。威廉姆斯和德赛没有回应置评请求，苹果也拒绝让他们发表评论。除了管理被称为AC Wellness的诊所，德赛的团队还处理与监管机构的关系，领导研究合作，并为苹果公司的其他健康产品提供临床专业知识。</p><p>据文件和知情人士透露，德赛团队最近的一项举措是一款名为HealthHabit的数字健康应用，目前正在加州的苹果员工中进行测试。自该应用大约6个月前推出以来，该应用的参与度一直很低。HealthHabit通过聊天将人们与临床医生联系起来，并鼓励他们设定健康挑战，如“我本周将更多锻炼。”那些有高血压病史的人可以与健康教练联系，健康教练可以给他们发送血压监测器和量表，并建议他们养成更健康的习惯。</p><p>知情人士称，截至5月份，下载该应用的人中有一半没有注册，许多注册用户的参与度很低。一些人透露，支持该应用高血压项目的数据引起了员工对内部数据和分析完整性的新担忧。据悉，在3月份为所有苹果健康员工举行的演示中，威廉姆斯称赞了诊所在治疗高血压方面的结果，并指出这些结果是支持HealthHabit应用潜力的证据。他们说，威廉姆斯当时曾暗示，如果该应用成功，苹果可能会有更大的野心。（腾讯科技编译/无忌）</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>苹果进军医疗服务：用户参与情况惨不忍睹</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n苹果进军医疗服务：用户参与情况惨不忍睹\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-17 09:23 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021061709242479c72316&s=b><strong>腾讯科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>腾讯科技讯 6月17日消息，苹果首席执行官蒂姆·库克（Tim Cook）曾表示，该公司对人类最大的贡献将是健康。据知情人士透露，迄今为止，苹果旨在革新医疗保健行业的一些举措一直难以取得进步。据知情人士称，苹果之前设想了一个大胆的医疗保健计划，雇佣医生在自己的诊所提供初级医疗保健服务。为了测试这一和其他大胆的医疗保健计划，苹果接管了为其员工服务的诊所，并建立了一个由数十名临床医生、工程师、产品设计师...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021061709242479c72316&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d17cb0ea313437e7afb8bad7f25dce9a","relate_stocks":{"03086":"华夏纳指","09086":"华夏纳指-U","AAPL":"苹果"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021061709242479c72316&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2144071671","content_text":"腾讯科技讯 6月17日消息，苹果首席执行官蒂姆·库克（Tim Cook）曾表示，该公司对人类最大的贡献将是健康。据知情人士透露，迄今为止，苹果旨在革新医疗保健行业的一些举措一直难以取得进步。据知情人士称，苹果之前设想了一个大胆的医疗保健计划，雇佣医生在自己的诊所提供初级医疗保健服务。为了测试这一和其他大胆的医疗保健计划，苹果接管了为其员工服务的诊所，并建立了一个由数十名临床医生、工程师、产品设计师和其他人组成的团队。据熟悉其战略的人士透露，苹果这些并不广为人知的雄心壮志基本上已停滞不前，原因是该公司已将其医疗部门的重点转移到了它所熟知的领域：销售硬件设备，尤其是Apple Watch。据悉，苹果的初级保健服务还没有起步。该公司今年悄悄推出了一款数字健康应用，但用户参与情况却惨不忍睹。据知情人士和文件显示，一些员工对公司诊所用于支持产品开发的健康数据的完整性提出了内部质疑。苹果发言人表示，数据完整性是公司所有创新的基础。他指出其医疗团队的成就，并表示该公司仍处于医疗保健工作的早期阶段。他还补充说，Apple Watch等产品中的心率通知等新技术改善了用户的健康。他说，苹果设备收集的数据支持了新的研究，有可能改善护理。该发言人说：“这份报告中的许多断言是基于不完整、过时和不准确的信息。为寻找新的市场，让技术能够提高效率和成果，并推动销售增长，科技行业将医疗保健视为一个尚未开发的机会。但一些科技公司的努力已经以失败收场，包括亚马逊高调结盟其他公司，旨在降低医疗保健成本的合作。目前，亚马逊又开始尝试新的销售处方的方式，并计划在美国50个州推出虚拟护理服务。公开文件显示，在库克的领导下，苹果每年的研发预算增加了八倍，达到200亿美元。除了智能手表，该公司还发布了无线耳机和新服务。它还在健康、自动驾驶和增强现实等技术复杂、高风险的领域进行了大量投资，这意味着改变游戏规则的产品可能会在几年后出现，也可能永远不会出现。苹果可以在推出自己的产品之前研究市场多年，有时它会在最终不会推向市场的新项目或技术上进行大量工作。据苹果文件和知情人士透露，其最雄心勃勃的医疗保健想法之一是提供初级保健药物的计划，该计划于2016年构思。据悉，苹果的一个团队花了几个月的时间试图弄清楚，从2015年首次发布的智能手表用户那里收集的大量健康数据，可能会被用来改善医疗保健。负责健康团队的苹果首席运营官杰夫·威廉姆斯（Jeff Williams）敦促员工要胸怀大志。他表示，苹果应该打破他所说的美国“363”和“中断修复”的护理模式。据熟悉他想法的人说，在美国，病人可能一年363天见不到医生，只有在出现问题时才会去看医生。知情人士说，该团队决定实现这一愿景的最佳方式之一是提供自己的医疗服务，将苹果设备生成的数据与苹果医生提供的虚拟和面对面护理联系起来。根据这些人和文件，苹果将提供初级保健服务，但也将提供持续的健康监测，作为基于订阅的个性化健康计划的一部分。根据这些文件，如果苹果能够证明其设备传感器、软件和服务的结合能够改善人们的健康并降低成本，该公司可以将该模式特许应用于卫生系统甚至其他国家。首先，苹果选择在自己的员工身上测试这项服务。知情人士称，苹果接管了其总部附近由一家初创公司运营的员工健康诊所，并将它们变成了新健康服务的测试场所。据悉，苹果在2017年聘请了斯坦福大学的萨姆布尔·德赛（Sumbul Desai）来负责这项代号为“Casper”的工作。知情人士说，这项努力今天仍在继续，但苹果一直在努力让Casper通过初步阶段。据知情人士透露，德赛团队的员工多次离职。他们表示，德赛团队的文化不鼓励批评性反馈，这对一个专注于与个人健康相关的产品和服务的部门来说可能是个问题。据知情人士称，一些员工表示担心，关于诊所绩效的内部数据存在不准确或随意汇编的问题。 据文件和知情人士透露，这些问题已多次反映给库克和威廉姆斯。苹果发言人表示，这种批评是不准确的。据知情人士透露，担心这种文化的员工指出，在2019年的一次会议上，一名中层经理提出了关于数据的问题。德赛愤怒地回应，导致一些在场的人得出结论，关键问题不受欢迎。文件显示，这位经理几周后离开了苹果，这一事件导致了她的离开。苹果发言人说，德赛在会议上谈到了数据完整性的重要性。他说：“此事已被彻底调查，指控不能成立。”苹果拒绝就该员工离职的情况置评。该发言人说，公司为德赛的工作感到骄傲，她在公司的许多医疗保健工作中发挥了重要作用。威廉姆斯和德赛没有回应置评请求，苹果也拒绝让他们发表评论。除了管理被称为AC Wellness的诊所，德赛的团队还处理与监管机构的关系，领导研究合作，并为苹果公司的其他健康产品提供临床专业知识。据文件和知情人士透露，德赛团队最近的一项举措是一款名为HealthHabit的数字健康应用，目前正在加州的苹果员工中进行测试。自该应用大约6个月前推出以来，该应用的参与度一直很低。HealthHabit通过聊天将人们与临床医生联系起来，并鼓励他们设定健康挑战，如“我本周将更多锻炼。”那些有高血压病史的人可以与健康教练联系，健康教练可以给他们发送血压监测器和量表，并建议他们养成更健康的习惯。知情人士称，截至5月份，下载该应用的人中有一半没有注册，许多注册用户的参与度很低。一些人透露，支持该应用高血压项目的数据引起了员工对内部数据和分析完整性的新担忧。据悉，在3月份为所有苹果健康员工举行的演示中，威廉姆斯称赞了诊所在治疗高血压方面的结果，并指出这些结果是支持HealthHabit应用潜力的证据。他们说，威廉姆斯当时曾暗示，如果该应用成功，苹果可能会有更大的野心。（腾讯科技编译/无忌）","news_type":1},"isVote":1,"tweetType":1,"viewCount":310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167747714,"gmtCreate":1624286405438,"gmtModify":1703832547473,"author":{"id":"3569541446805658","authorId":"3569541446805658","name":"ChingYee","avatar":"https://static.tigerbbs.com/24687680699c2fdc61d34a41fcba1b8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569541446805658","idStr":"3569541446805658"},"themes":[],"htmlText":"[NosePick]&nbsp;","listText":"[NosePick]&nbsp;","text":"[NosePick]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/167747714","repostId":"2145080778","repostType":2,"repost":{"id":"2145080778","kind":"news","pubTimestamp":1624280760,"share":"https://ttm.financial/m/news/2145080778?lang=&edition=fundamental","pubTime":"2021-06-21 21:06","market":"hk","language":"zh","title":"3nm工艺太贵 台积电被投行看衰：失去关键优势","url":"https://stock-news.laohu8.com/highlight/detail?id=2145080778","media":"快科技","summary":"作为全球第一大晶圆代工厂，尤其是率先量产了先进的7nm、5nm工艺之后，台积电已经成为影响全球半导体产业的重要一环。接下来台积电还会量产3nm工艺，然而海外投资者这时候看衰台积电，认为3nm节点太贵，...","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=106.TSM&amp;imageType=k&amp;token=28dfeb41d35cc81d84b4664d7c23c49f&amp;at=1\" width=\"578\"/></p><p>　　作为全球第一大晶圆代工厂，尤其是率先量产了先进的7nm、5nm工艺之后，<span><a href=\"https://laohu8.com/S/TSM\">台积电</a></span><span></span>已经成为影响全球半导体产业的重要一环。接下来<span href=\"http://quote.eastmoney.com/unify/r/106.TSM\" target=\"_blank\" web=\"1\">台积电</span>还会量产3nm工艺，然而海外投资者这时候看衰<span href=\"http://quote.eastmoney.com/unify/r/106.TSM\" target=\"_blank\" web=\"1\">台积电</span>，认为3nm节点太贵，台积电将失去关键优势。</p><p>　　台积电现在<span>业绩</span>正佳，不少投行都是看<span><a href=\"https://laohu8.com/S/TAL\">好未来</a></span><span></span>的，但也有投行发表了相反的看法，认为台积电被高估了，将其股价评级为中性，目标股价下调到580新台币，比其他同行的目标价少了20%左右。</p><p>　　台积电被看衰的一个重要因素就是3nm工艺，原来台积电预计2022年量产3nm工艺，最近有传闻说是会延期，不过就算没有延期，<strong>3nm工艺巨大的投资也会提高成本，导致台积电的代工承压，失去了关键性的议价优势，它们的毛<span>利率</span>在2022-2023年会跌破50%，低于预期的52%。</strong></p><p>　　除了3nm成本问题之外，台积电的先进工艺还会受到其他技术的影响，比如业界正在采纳的3D芯片封装，通过这种技术也可以降低能耗，而不再是单纯依赖工艺微缩，台积电3nm甚至未来的2nm工艺需求也会减少。</p><p>（文章来源：快科技）</p>\n</div></body></html>","source":"stock_eastmoney","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>3nm工艺太贵 台积电被投行看衰：失去关键优势</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n3nm工艺太贵 台积电被投行看衰：失去关键优势\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 21:06 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202106211968286769.html><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作为全球第一大晶圆代工厂，尤其是率先量产了先进的7nm、5nm工艺之后，台积电已经成为影响全球半导体产业的重要一环。接下来台积电还会量产3nm工艺，然而海外投资者这时候看衰台积电，认为3nm节点太贵，台积电将失去关键优势。　　台积电现在业绩正佳，不少投行都是看好未来的，但也有投行发表了相反的看法，认为台积电被高估了，将其股价评级为中性，目标股价下调到580新台币，比其他同行的目标价少了20%左右。...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202106211968286769.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"EWT":"台湾ETF-iShares MSCI","03145":"华夏亚洲高息股","TSM":"台积电"},"source_url":"http://finance.eastmoney.com/a/202106211968286769.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145080778","content_text":"作为全球第一大晶圆代工厂，尤其是率先量产了先进的7nm、5nm工艺之后，台积电已经成为影响全球半导体产业的重要一环。接下来台积电还会量产3nm工艺，然而海外投资者这时候看衰台积电，认为3nm节点太贵，台积电将失去关键优势。　　台积电现在业绩正佳，不少投行都是看好未来的，但也有投行发表了相反的看法，认为台积电被高估了，将其股价评级为中性，目标股价下调到580新台币，比其他同行的目标价少了20%左右。　　台积电被看衰的一个重要因素就是3nm工艺，原来台积电预计2022年量产3nm工艺，最近有传闻说是会延期，不过就算没有延期，3nm工艺巨大的投资也会提高成本，导致台积电的代工承压，失去了关键性的议价优势，它们的毛利率在2022-2023年会跌破50%，低于预期的52%。　　除了3nm成本问题之外，台积电的先进工艺还会受到其他技术的影响，比如业界正在采纳的3D芯片封装，通过这种技术也可以降低能耗，而不再是单纯依赖工艺微缩，台积电3nm甚至未来的2nm工艺需求也会减少。（文章来源：快科技）","news_type":1},"isVote":1,"tweetType":1,"viewCount":415,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124462612,"gmtCreate":1624782122336,"gmtModify":1703845091995,"author":{"id":"3569541446805658","authorId":"3569541446805658","name":"ChingYee","avatar":"https://static.tigerbbs.com/24687680699c2fdc61d34a41fcba1b8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569541446805658","idStr":"3569541446805658"},"themes":[],"htmlText":"[Cry]&nbsp;","listText":"[Cry]&nbsp;","text":"[Cry]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/124462612","repostId":"2146541004","repostType":2,"repost":{"id":"2146541004","kind":"news","pubTimestamp":1624773008,"share":"https://ttm.financial/m/news/2146541004?lang=&edition=fundamental","pubTime":"2021-06-27 13:50","market":"sh","language":"zh","title":"打孔屏+屏下指纹！这届iPhone全是安卓玩剩下的","url":"https://stock-news.laohu8.com/highlight/detail?id=2146541004","media":"腾讯新闻","summary":"同时他还预测2022款iPhone的部分型号可能会支持屏下指纹功能。要知道，打孔屏和屏下指纹早就是国内安卓手机多年玩剩下的东西，苹果此举令不少果粉吐槽：“这几年的iPhone没新意了不少，还各种“抄袭”安卓，能拿点实际的东西出来吗？”据悉，iPhone 14抹去刘海的最主要原因是，苹果找到了极高安全性的屏下识别方案，足以替代现有的刘海Face ID。","content":"<html><body><p>原标题：打孔屏+屏下指纹！这届iPhone全是安卓玩剩下的 来源：<a href=\"https://laohu8.com/S/00700\">腾讯</a>新闻</p><p>现在你还觉得iPhone手机有创新吗？</p><p>近日，iPhone13系列新机又开始频繁曝光，各种渲染图满天飞，其中最受关注的则是两款全新的配色方案，一种类似于“黄铜色”的全新色系，另一种则为“Rose Pink”（玫瑰粉）配色。</p><p>令人意外的是，就在大家都普遍关注iPhone13的外观时候，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>爆料一哥郭明錤透露了一些将在明年发布的iPhone 14（暂定名）的信息。</p><div><img src=\"http://k.sinaimg.cn/n/spider2021627/65/w480h385/20210627/3dea-krwipar7596926.png/w720fin.jpg\"/></div><p>郭明錤的报告显示，2022年秋天，苹果依然会推出四款全新iPhone，两款高端 iPhone (6.1寸与6.7寸) 与两款较低端iPhone (6.1寸与6.7寸)。同时他还预测2022款iPhone的部分型号可能会支持屏下指纹功能。</p><p>随后，数码博主@IT科技侠 就曝光了iPhone 14的渲染图，一起来看看。</p><div><img src=\"http://k.sinaimg.cn/n/spider2021627/160/w480h480/20210627/4cc6-krwipar7596927.jpg/w720fin.jpg\"/></div><p>如上图，iPhone 14终于告别了刘海屏，采用居中打孔屏的方案，同时前摄开孔极小，能将开孔对屏幕的影响降至最低，配合上四边等宽的边框处理，整机视觉效果还是不错的。</p><p>要知道，打孔屏和屏下指纹早就是国内安卓手机多年玩剩下的东西，苹果此举令不少果粉吐槽：“这几年的iPhone没新意了不少，还各种“抄袭”安卓，能拿点实际的东西出来吗？”</p><div><img src=\"http://k.sinaimg.cn/n/spider2021627/748/w480h268/20210627/9963-krwipar7596984.png/w720fin.jpg\"/></div><p>据悉，iPhone 14抹去刘海的最主要原因是，苹果找到了极高安全性的屏下识别方案，足以替代现有的刘海Face ID。</p><p>但想实现屏下摄像头技术还是需要一定的时间，有消息称苹果将在2023年才会推出前置屏下摄像头的iPhone。</p><p>最后，对于即将到来的iPhone13系列，消息称并不会出现1TB版本（最高512GB），其次新机的售价跟上一代保持一致，也就是699美元，国内对应行货价格是5499元起，最后全系将首发搭载A15处理器。</p><div><img src=\"http://k.sinaimg.cn/n/spider2021627/43/w480h363/20210627/e795-krwipar7596985.png/w720fin.jpg\"/></div><p>可以看出，在提升性能的同时，苹果并没有涨价。</p><p>对于果粉比较在意的续航问题，其电池含量预计要比上一代更大一些，其中iPhone 13 Pro Max是4352mAh，比12 Pro Max的3687mAh多出近700mAh，iPhone 13是3095mAh，iPhone 13 min则i是2406mAh。</p><p>整体来讲，iPhone 13是会比目前的iPhone 12更好的，价格也更能接受，你会等待新iPhone吗？</p><p><font>—</font>【 THE END 】—</p></body></html>","source":"sina_symbol","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>打孔屏+屏下指纹！这届iPhone全是安卓玩剩下的</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{ 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#494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n打孔屏+屏下指纹！这届iPhone全是安卓玩剩下的\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 13:50 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2021-06-27/doc-ikqcfnca3543515.shtml><strong>腾讯新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：打孔屏+屏下指纹！这届iPhone全是安卓玩剩下的 来源：腾讯新闻现在你还觉得iPhone手机有创新吗？近日，iPhone13系列新机又开始频繁曝光，各种渲染图满天飞，其中最受关注的则是两款全新的配色方案，一种类似于“黄铜色”的全新色系，另一种则为“Rose Pink”（玫瑰粉）配色。令人意外的是，就在大家都普遍关注iPhone13的外观时候，苹果爆料一哥郭明錤透露了一些将在明年发布的...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2021-06-27/doc-ikqcfnca3543515.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1f6a488111ccf3c9a09c192adcd70bf4","relate_stocks":{"03086":"华夏纳指","AAPL":"苹果","09086":"华夏纳指-U"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/stock/relnews/us/2021-06-27/doc-ikqcfnca3543515.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2146541004","content_text":"原标题：打孔屏+屏下指纹！这届iPhone全是安卓玩剩下的 来源：腾讯新闻现在你还觉得iPhone手机有创新吗？近日，iPhone13系列新机又开始频繁曝光，各种渲染图满天飞，其中最受关注的则是两款全新的配色方案，一种类似于“黄铜色”的全新色系，另一种则为“Rose Pink”（玫瑰粉）配色。令人意外的是，就在大家都普遍关注iPhone13的外观时候，苹果爆料一哥郭明錤透露了一些将在明年发布的iPhone 14（暂定名）的信息。郭明錤的报告显示，2022年秋天，苹果依然会推出四款全新iPhone，两款高端 iPhone (6.1寸与6.7寸) 与两款较低端iPhone (6.1寸与6.7寸)。同时他还预测2022款iPhone的部分型号可能会支持屏下指纹功能。随后，数码博主@IT科技侠 就曝光了iPhone 14的渲染图，一起来看看。如上图，iPhone 14终于告别了刘海屏，采用居中打孔屏的方案，同时前摄开孔极小，能将开孔对屏幕的影响降至最低，配合上四边等宽的边框处理，整机视觉效果还是不错的。要知道，打孔屏和屏下指纹早就是国内安卓手机多年玩剩下的东西，苹果此举令不少果粉吐槽：“这几年的iPhone没新意了不少，还各种“抄袭”安卓，能拿点实际的东西出来吗？”据悉，iPhone 14抹去刘海的最主要原因是，苹果找到了极高安全性的屏下识别方案，足以替代现有的刘海Face ID。但想实现屏下摄像头技术还是需要一定的时间，有消息称苹果将在2023年才会推出前置屏下摄像头的iPhone。最后，对于即将到来的iPhone13系列，消息称并不会出现1TB版本（最高512GB），其次新机的售价跟上一代保持一致，也就是699美元，国内对应行货价格是5499元起，最后全系将首发搭载A15处理器。可以看出，在提升性能的同时，苹果并没有涨价。对于果粉比较在意的续航问题，其电池含量预计要比上一代更大一些，其中iPhone 13 Pro Max是4352mAh，比12 Pro Max的3687mAh多出近700mAh，iPhone 13是3095mAh，iPhone 13 min则i是2406mAh。整体来讲，iPhone 13是会比目前的iPhone 12更好的，价格也更能接受，你会等待新iPhone吗？—【 THE END 】—","news_type":1},"isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120039565,"gmtCreate":1624287459957,"gmtModify":1703832593036,"author":{"id":"3569541446805658","authorId":"3569541446805658","name":"ChingYee","avatar":"https://static.tigerbbs.com/24687680699c2fdc61d34a41fcba1b8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569541446805658","idStr":"3569541446805658"},"themes":[],"htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/120039565","repostId":"2145342087","repostType":2,"repost":{"id":"2145342087","kind":"highlight","pubTimestamp":1624274300,"share":"https://ttm.financial/m/news/2145342087?lang=&edition=fundamental","pubTime":"2021-06-21 19:18","market":"hk","language":"zh","title":"Piper Sandler：重申AMD(AMD.US)“增持”评级，目标价为110美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2145342087","media":"智通财经网","summary":"Piper Sandler分析师Harsh Kumar发布研究报告，重申对AMD(AMD.US)的“增持”评级，目标价为110美元。","content":"<html><body><div> <p>智通财经APP获悉，Piper Sandler分析师Harsh  Kumar发布研究报告，重申对<a href=\"https://laohu8.com/S/AMD\">AMD</a>(AMD.US)的“增持”评级，目标价为110美元。该分析师在与AMD管理层谈话后，对该公司驱动其业绩增长的因素和市场竞争中的定位充满信心。</p><p>该分析师表示，看好AMD在公司服务器、个人电脑和笔记本电脑的领域上的发展。虽然该股今年以来的表现比半导体行业指数还低了约18%，但  \"我们不认为目前的水平是该股最终的表现，\"Kumar说道。</p> </div></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Piper Sandler：重申AMD(AMD.US)“增持”评级，目标价为110美元</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPiper Sandler：重申AMD(AMD.US)“增持”评级，目标价为110美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-21 19:18 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/498121.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，Piper Sandler分析师Harsh  Kumar发布研究报告，重申对AMD(AMD.US)的“增持”评级，目标价为110美元。该分析师在与AMD管理层谈话后，对该公司驱动其业绩增长的因素和市场竞争中的定位充满信心。该分析师表示，看好AMD在公司服务器、个人电脑和笔记本电脑的领域上的发展。虽然该股今年以来的表现比半导体行业指数还低了约18%，但  \"我们不认为目前的水平是...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/498121.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/image/20210621/20210621194028_78902.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","relate_stocks":{"AMD":"美国超微公司"},"source_url":"http://www.zhitongcaijing.com/content/detail/498121.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2145342087","content_text":"智通财经APP获悉，Piper Sandler分析师Harsh  Kumar发布研究报告，重申对AMD(AMD.US)的“增持”评级，目标价为110美元。该分析师在与AMD管理层谈话后，对该公司驱动其业绩增长的因素和市场竞争中的定位充满信心。该分析师表示，看好AMD在公司服务器、个人电脑和笔记本电脑的领域上的发展。虽然该股今年以来的表现比半导体行业指数还低了约18%，但  \"我们不认为目前的水平是该股最终的表现，\"Kumar说道。","news_type":1},"isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":165161344,"gmtCreate":1624107085588,"gmtModify":1703828909311,"author":{"id":"3569541446805658","authorId":"3569541446805658","name":"ChingYee","avatar":"https://static.tigerbbs.com/24687680699c2fdc61d34a41fcba1b8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569541446805658","idStr":"3569541446805658"},"themes":[],"htmlText":"[Look&nbsp;back]&nbsp;","listText":"[Look&nbsp;back]&nbsp;","text":"[Look back]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/165161344","repostId":"2144937703","repostType":2,"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":183658692,"gmtCreate":1623330237216,"gmtModify":1704201012958,"author":{"id":"3569541446805658","authorId":"3569541446805658","name":"ChingYee","avatar":"https://static.tigerbbs.com/24687680699c2fdc61d34a41fcba1b8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569541446805658","idStr":"3569541446805658"},"themes":[],"htmlText":"PLTR gogogo","listText":"PLTR gogogo","text":"PLTR gogogo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/183658692","repostId":"2142422673","repostType":2,"repost":{"id":"2142422673","kind":"highlight","weMediaInfo":{"introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"media_name":"Dow Jones","id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"pubTimestamp":1623329400,"share":"https://ttm.financial/m/news/2142422673?lang=&edition=fundamental","pubTime":"2021-06-10 20:50","market":"us","language":"en","title":"We put 6 more meme stocks' numbers to the test and the differences are telling","url":"https://stock-news.laohu8.com/highlight/detail?id=2142422673","media":"Dow Jones","summary":"MW We put 6 more meme stocks' numbers to the test and the differences are tellingBy Philip van Doorn","content":"<p>MW We put 6 more meme stocks' numbers to the test and the differences are telling</p><p>By Philip van Doorn</p><p>Digging deeper into the the meme stock phenomenon, there are big difference between Palantir, Wendy's, Canoo and other companies.</p><p>The world of meme stocks is changing every day as traders communicating through Reddit's WallStreetBets channel and other social media set their sights on new targets for short squeezes or find other downtrodden companies to bid up in price.</p><p>After last week's look at financial results and projections for the four BANG stocks  and four other meme companies, what follows is the same treatment for six more.</p><p>(The BANG stocks are BlackBerry Ltd. (BB.T), AMC Entertainment Holdings Inc <a href=\"https://laohu8.com/S/AMC\">$(AMC)$</a>, Nokia Corp. (NOKIA.HE) and GameStop Corp. <a href=\"https://laohu8.com/S/GME\">$(GME)$</a>.)</p><p>Short squeezes and meme stocks</p><p>Traders looking to group together on social media to make quick killings by pushing up share prices of companies at early stages or those going through difficult times  have been setting up short squeezes.</p><p>Professional investors have traditionally short-sold shares of companies they believe will perform worse than most other investors or analysts expect. Shorting means borrowing a company's shares and selling them immediately, in the hope of buying them back at a lower price, returning them to the lender and pocketing the difference. If you simply buy a stock hoping it will go up, all you risk is the money you invest. You might get wiped out. But if you short a stock, your risk potential is unlimited. You never know how high the price might rise if you have gotten the trade wrong.</p><p>\"Covering\" a short position is when you buy back the shares to return them to the investor who lent them to you. You are hoping to cover at a lower price than you sold the shares for, to make a profit.</p><p>To have a short position, you need to have a margin account  with a broker -- an account that lets you borrow to invest or trade. Because of the risk in taking a short position, if the share price goes against you (higher), your broker will keep increasing its collateral requirements. If you run out of cash as the price keeps rising, you will be forced to cover at a loss. That type of action among a large group of short-sellers pushes the price higher in a spiral --  a short squeeze.</p><p>Six more meme stocks</p><p>The action changes daily. On June 9, for example, shares of Clover Health Investments Corp. <a href=\"https://laohu8.com/S/CLOV\">$(CLOV)$</a> fell 24% after rising 86% the day before. The stock is 36.6% sold short, according to FactSet.</p><p>Read:Newest meme stock darling Clover Health is popping. Is the SEC watching?</p><p>Here are the six additional meme stocks, following our initial group of eight , sorted by market capitalization as of the close on June 9:</p><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> (PLTR) provides a software platform used by government defense and intelligence agencies. It is the largest company on the list by market cap, but not by revenue, as you can see below. A year-to-date chart  of its price performance shows how wild the meme-stock action can be:</p><p>Palantir's stock was up 3% for 2021 through June 9, but its market cap had increased by 26% because the company had been raising cash by selling additional shares to investors. The company's following as a meme stock seems to spring more from its growth prospects than from short interest, which peaked at 8.5% of shares available for sale, according to FactSet.</p><p>Wendy's Co. <a href=\"https://laohu8.com/S/WEN\">$(WEN)$</a> is another meme stock whose addition to the group may be a bit confusing, as the stock isn't heavily shorted and the company is stable. Thornton McEnery dug into the action on June 8, which may have included confusion over Wendy's ticker symbol , when the stock rose 26%.</p><p>Read:Wendy's stock run-up prompts analyst downgrade but breakfast is driving growth</p><p><a href=\"https://laohu8.com/S/WISH\">ContextLogic Inc.</a> (WISH) is <a href=\"https://laohu8.com/S/AONE\">one</a> of two stocks on the new list that have fallen this year. The mobile e-commerce company's stock opened below its initial public offering price  before the IPO.</p><p>Short interest</p><p>Keeping the group in the same order, here are levels of short interest as percentages of available shares and  in dollars:</p><p>FactSet's data on short positions as a percentage of shares outstanding is updated twice a month. The data was updated overnight between June 9 and 10. The second update takes place around the 25th day of the month.</p><p>Clover is the most heavily shorted stock on the list. Brad Lamensdorf, CEO of ActiveAlts in Westport, Conn., who runs long and short investment strategies, said previously that a short percentage \"over 30% to 40% is outrageously high.\" (Lamensdorf co-manages the AdvisorShares <a href=\"https://laohu8.com/S/HDGE\">Ranger Equity Bear ETF</a> (HDGE), which is meant to be used as a hedging tool.)</p><p>A high percentage of shares sold short makes a stock especially dangerous for the short-sellers, because it can increase the intensity of any short squeeze.</p><p>We have shown the short interest as a percentage of market cap in order to provide context. Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> is an excellent example to provide more context, because the company has such a large market capitalization of $576.8 billion. Only 5.16% of the shares are sold short, but that comes to $29.8 billion in short interest -- the most (in dollars) for any stock in the S&amp;P 500. Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a> ranks second for dollars of short interest in the benchmark  index, with 1.09% of shares sold short, which comes to $18.1 billion in short interest for a company with a market cap of $1.66 trillion.</p><p><a href=\"https://laohu8.com/S/GOEV\">Canoo Inc.</a>  (GOEV) is the second-most heavily shorted stock listed above, at 29.5%. The electric-vehicle maker was formed on Dec. 21 through the merger of Canoo Holdings Ltd. and Hennessy Capital Acquisition Corp. IV, a special purpose acquisition company, or SPAC. Canoo expects to produce its first vehicle in mid-2022 in limited quantities, with \"serial production launching in 2023,\" according to its 10-K report  filed on March 31.</p><p><a href=\"https://laohu8.com/S/CLNE\">Clean Energy Fuels Corp</a>. <a href=\"https://laohu8.com/S/CLNE.AU\">$(CLNE.AU)$</a> provides natural gas for use as an alternative to gasoline or diesel for fleets of vehicles. The stock is 6.58% sold-short, but has had a good run this year as the energy sector has recovered.</p><p>Fundamentals</p><p>We'll look back at sales results for this group of six meme stocks and then look ahead at sales estimates through 2023.</p><p>Looking back</p><p>First, here's a comparison of annual sales, in millions of dollars for the past five reported fiscal years (where available):</p><p>You can see clear growth paths in recent years for Palantir, Wendy's and ContextLogic, while Clean Energy Fuels had  understandable challenges from lower natural gas prices in 2020.</p><p>Clover was incorporated on Oct. 18, 2019. It hasn't yet reported annual revenue. For the first quarter, the company reported $200.3 million in sales, up from $165.5 million in the first quarter of 2020. Clover merged with <a href=\"https://laohu8.com/S/IPOC.U\">Social Capital Hedosophia Holdings Corp. III</a> (a SPAC) on Jan. 7.</p><p>Looking ahead -- sales</p><p>Starting from a baseline of calendar 2021, here are sales estimates going out through 2023 among Wall Street analysts polled by FactSet:</p><p>Double-digit or better sales growth is expected for all of the companies over the next two years except Wendy's. Price-to-sale ratios, based on closing share prices on June 9 and the 2023 estimates, are included. In comparison, the S&amp;P 500 trades for 2.5 times its weighted aggregate consensus sales estimate for 2023.</p><p>Looking ahead -- earnings</p><p>Here are earnings-per-share estimates going out to 2023:</p><p>You might not have expected the EPS projections to be particularly useful, but they underscore how high these stocks are trading. The S&amp;P 500 trades for 18.4 times its consensus EPS estimate for 2023.</p><p>The estimates show expected improvement for Palantir, if it manages to maintain its rapid sales growth. Wendy's is expected to improve EPS significantly even with modest sale growth, in part because of stock buybacks .</p><p>Wall Street's opinion</p><p>Here's a summary of opinion for this group of meme stocks among Wall Street analysts:</p><p>So the Wall Street analysts have the most love for ContextLogic, with 82% \"buy\" or equivalent ratings. Second place goes to Clean Energy Fuels. For that company, the timing, in a year of economic and fuel-price recovery, not to mention the desire among many investors to help lower carbon emissions, seems perfect.</p><p>Wall Street is skeptical of Palantir and Clover Health, but it would seem for different reasons, as Palantir already has a history of rapid sales growth.</p><p>More meme-stock coverage:</p><p>Don't miss: Here are the hottest stock sectors for Wall Street right now -- and analysts' favorite ways to play them</p><p>-Philip van Doorn; 415-439-6400; AskNewswires@dowjones.com</p><p><a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires</p><p>June 10, 2021 08:50 ET (12:50 GMT)</p><p>Copyright (c) 2021 Dow Jones &amp; Company, Inc.</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>We put 6 more meme stocks' numbers to the test and the differences are telling</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWe put 6 more meme stocks' numbers to the test and the differences are telling\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2021-06-10 20:50</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<p>MW We put 6 more meme stocks' numbers to the test and the differences are telling</p><p>By Philip van Doorn</p><p>Digging deeper into the the meme stock phenomenon, there are big difference between Palantir, Wendy's, Canoo and other companies.</p><p>The world of meme stocks is changing every day as traders communicating through Reddit's WallStreetBets channel and other social media set their sights on new targets for short squeezes or find other downtrodden companies to bid up in price.</p><p>After last week's look at financial results and projections for the four BANG stocks  and four other meme companies, what follows is the same treatment for six more.</p><p>(The BANG stocks are BlackBerry Ltd. (BB.T), AMC Entertainment Holdings Inc <a href=\"https://laohu8.com/S/AMC\">$(AMC)$</a>, Nokia Corp. (NOKIA.HE) and GameStop Corp. <a href=\"https://laohu8.com/S/GME\">$(GME)$</a>.)</p><p>Short squeezes and meme stocks</p><p>Traders looking to group together on social media to make quick killings by pushing up share prices of companies at early stages or those going through difficult times  have been setting up short squeezes.</p><p>Professional investors have traditionally short-sold shares of companies they believe will perform worse than most other investors or analysts expect. Shorting means borrowing a company's shares and selling them immediately, in the hope of buying them back at a lower price, returning them to the lender and pocketing the difference. If you simply buy a stock hoping it will go up, all you risk is the money you invest. You might get wiped out. But if you short a stock, your risk potential is unlimited. You never know how high the price might rise if you have gotten the trade wrong.</p><p>\"Covering\" a short position is when you buy back the shares to return them to the investor who lent them to you. You are hoping to cover at a lower price than you sold the shares for, to make a profit.</p><p>To have a short position, you need to have a margin account  with a broker -- an account that lets you borrow to invest or trade. Because of the risk in taking a short position, if the share price goes against you (higher), your broker will keep increasing its collateral requirements. If you run out of cash as the price keeps rising, you will be forced to cover at a loss. That type of action among a large group of short-sellers pushes the price higher in a spiral --  a short squeeze.</p><p>Six more meme stocks</p><p>The action changes daily. On June 9, for example, shares of Clover Health Investments Corp. <a href=\"https://laohu8.com/S/CLOV\">$(CLOV)$</a> fell 24% after rising 86% the day before. The stock is 36.6% sold short, according to FactSet.</p><p>Read:Newest meme stock darling Clover Health is popping. Is the SEC watching?</p><p>Here are the six additional meme stocks, following our initial group of eight , sorted by market capitalization as of the close on June 9:</p><p><a href=\"https://laohu8.com/S/PLTR\">Palantir Technologies Inc.</a> (PLTR) provides a software platform used by government defense and intelligence agencies. It is the largest company on the list by market cap, but not by revenue, as you can see below. A year-to-date chart  of its price performance shows how wild the meme-stock action can be:</p><p>Palantir's stock was up 3% for 2021 through June 9, but its market cap had increased by 26% because the company had been raising cash by selling additional shares to investors. The company's following as a meme stock seems to spring more from its growth prospects than from short interest, which peaked at 8.5% of shares available for sale, according to FactSet.</p><p>Wendy's Co. <a href=\"https://laohu8.com/S/WEN\">$(WEN)$</a> is another meme stock whose addition to the group may be a bit confusing, as the stock isn't heavily shorted and the company is stable. Thornton McEnery dug into the action on June 8, which may have included confusion over Wendy's ticker symbol , when the stock rose 26%.</p><p>Read:Wendy's stock run-up prompts analyst downgrade but breakfast is driving growth</p><p><a href=\"https://laohu8.com/S/WISH\">ContextLogic Inc.</a> (WISH) is <a href=\"https://laohu8.com/S/AONE\">one</a> of two stocks on the new list that have fallen this year. The mobile e-commerce company's stock opened below its initial public offering price  before the IPO.</p><p>Short interest</p><p>Keeping the group in the same order, here are levels of short interest as percentages of available shares and  in dollars:</p><p>FactSet's data on short positions as a percentage of shares outstanding is updated twice a month. The data was updated overnight between June 9 and 10. The second update takes place around the 25th day of the month.</p><p>Clover is the most heavily shorted stock on the list. Brad Lamensdorf, CEO of ActiveAlts in Westport, Conn., who runs long and short investment strategies, said previously that a short percentage \"over 30% to 40% is outrageously high.\" (Lamensdorf co-manages the AdvisorShares <a href=\"https://laohu8.com/S/HDGE\">Ranger Equity Bear ETF</a> (HDGE), which is meant to be used as a hedging tool.)</p><p>A high percentage of shares sold short makes a stock especially dangerous for the short-sellers, because it can increase the intensity of any short squeeze.</p><p>We have shown the short interest as a percentage of market cap in order to provide context. Tesla Inc. <a href=\"https://laohu8.com/S/TSLA\">$(TSLA)$</a> is an excellent example to provide more context, because the company has such a large market capitalization of $576.8 billion. Only 5.16% of the shares are sold short, but that comes to $29.8 billion in short interest -- the most (in dollars) for any stock in the S&amp;P 500. Amazon.com Inc. <a href=\"https://laohu8.com/S/AMZN\">$(AMZN)$</a> ranks second for dollars of short interest in the benchmark  index, with 1.09% of shares sold short, which comes to $18.1 billion in short interest for a company with a market cap of $1.66 trillion.</p><p><a href=\"https://laohu8.com/S/GOEV\">Canoo Inc.</a>  (GOEV) is the second-most heavily shorted stock listed above, at 29.5%. The electric-vehicle maker was formed on Dec. 21 through the merger of Canoo Holdings Ltd. and Hennessy Capital Acquisition Corp. IV, a special purpose acquisition company, or SPAC. Canoo expects to produce its first vehicle in mid-2022 in limited quantities, with \"serial production launching in 2023,\" according to its 10-K report  filed on March 31.</p><p><a href=\"https://laohu8.com/S/CLNE\">Clean Energy Fuels Corp</a>. <a href=\"https://laohu8.com/S/CLNE.AU\">$(CLNE.AU)$</a> provides natural gas for use as an alternative to gasoline or diesel for fleets of vehicles. The stock is 6.58% sold-short, but has had a good run this year as the energy sector has recovered.</p><p>Fundamentals</p><p>We'll look back at sales results for this group of six meme stocks and then look ahead at sales estimates through 2023.</p><p>Looking back</p><p>First, here's a comparison of annual sales, in millions of dollars for the past five reported fiscal years (where available):</p><p>You can see clear growth paths in recent years for Palantir, Wendy's and ContextLogic, while Clean Energy Fuels had  understandable challenges from lower natural gas prices in 2020.</p><p>Clover was incorporated on Oct. 18, 2019. It hasn't yet reported annual revenue. For the first quarter, the company reported $200.3 million in sales, up from $165.5 million in the first quarter of 2020. Clover merged with <a href=\"https://laohu8.com/S/IPOC.U\">Social Capital Hedosophia Holdings Corp. III</a> (a SPAC) on Jan. 7.</p><p>Looking ahead -- sales</p><p>Starting from a baseline of calendar 2021, here are sales estimates going out through 2023 among Wall Street analysts polled by FactSet:</p><p>Double-digit or better sales growth is expected for all of the companies over the next two years except Wendy's. Price-to-sale ratios, based on closing share prices on June 9 and the 2023 estimates, are included. In comparison, the S&amp;P 500 trades for 2.5 times its weighted aggregate consensus sales estimate for 2023.</p><p>Looking ahead -- earnings</p><p>Here are earnings-per-share estimates going out to 2023:</p><p>You might not have expected the EPS projections to be particularly useful, but they underscore how high these stocks are trading. The S&amp;P 500 trades for 18.4 times its consensus EPS estimate for 2023.</p><p>The estimates show expected improvement for Palantir, if it manages to maintain its rapid sales growth. Wendy's is expected to improve EPS significantly even with modest sale growth, in part because of stock buybacks .</p><p>Wall Street's opinion</p><p>Here's a summary of opinion for this group of meme stocks among Wall Street analysts:</p><p>So the Wall Street analysts have the most love for ContextLogic, with 82% \"buy\" or equivalent ratings. Second place goes to Clean Energy Fuels. For that company, the timing, in a year of economic and fuel-price recovery, not to mention the desire among many investors to help lower carbon emissions, seems perfect.</p><p>Wall Street is skeptical of Palantir and Clover Health, but it would seem for different reasons, as Palantir already has a history of rapid sales growth.</p><p>More meme-stock coverage:</p><p>Don't miss: Here are the hottest stock sectors for Wall Street right now -- and analysts' favorite ways to play them</p><p>-Philip van Doorn; 415-439-6400; AskNewswires@dowjones.com</p><p><a href=\"https://laohu8.com/S/END\">$(END)$</a> Dow Jones Newswires</p><p>June 10, 2021 08:50 ET (12:50 GMT)</p><p>Copyright (c) 2021 Dow Jones &amp; Company, Inc.</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"WEN":"温蒂汉堡","CLOV":"Clover Health Corp","PLTR":"Palantir Technologies Inc.","CLNE":"Clean Energy Fuels Corp"},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142422673","content_text":"MW We put 6 more meme stocks' numbers to the test and the differences are tellingBy Philip van DoornDigging deeper into the the meme stock phenomenon, there are big difference between Palantir, Wendy's, Canoo and other companies.The world of meme stocks is changing every day as traders communicating through Reddit's WallStreetBets channel and other social media set their sights on new targets for short squeezes or find other downtrodden companies to bid up in price.After last week's look at financial results and projections for the four BANG stocks  and four other meme companies, what follows is the same treatment for six more.(The BANG stocks are BlackBerry Ltd. (BB.T), AMC Entertainment Holdings Inc $(AMC)$, Nokia Corp. (NOKIA.HE) and GameStop Corp. $(GME)$.)Short squeezes and meme stocksTraders looking to group together on social media to make quick killings by pushing up share prices of companies at early stages or those going through difficult times  have been setting up short squeezes.Professional investors have traditionally short-sold shares of companies they believe will perform worse than most other investors or analysts expect. Shorting means borrowing a company's shares and selling them immediately, in the hope of buying them back at a lower price, returning them to the lender and pocketing the difference. If you simply buy a stock hoping it will go up, all you risk is the money you invest. You might get wiped out. But if you short a stock, your risk potential is unlimited. You never know how high the price might rise if you have gotten the trade wrong.\"Covering\" a short position is when you buy back the shares to return them to the investor who lent them to you. You are hoping to cover at a lower price than you sold the shares for, to make a profit.To have a short position, you need to have a margin account  with a broker -- an account that lets you borrow to invest or trade. Because of the risk in taking a short position, if the share price goes against you (higher), your broker will keep increasing its collateral requirements. If you run out of cash as the price keeps rising, you will be forced to cover at a loss. That type of action among a large group of short-sellers pushes the price higher in a spiral --  a short squeeze.Six more meme stocksThe action changes daily. On June 9, for example, shares of Clover Health Investments Corp. $(CLOV)$ fell 24% after rising 86% the day before. The stock is 36.6% sold short, according to FactSet.Read:Newest meme stock darling Clover Health is popping. Is the SEC watching?Here are the six additional meme stocks, following our initial group of eight , sorted by market capitalization as of the close on June 9:Palantir Technologies Inc. (PLTR) provides a software platform used by government defense and intelligence agencies. It is the largest company on the list by market cap, but not by revenue, as you can see below. A year-to-date chart  of its price performance shows how wild the meme-stock action can be:Palantir's stock was up 3% for 2021 through June 9, but its market cap had increased by 26% because the company had been raising cash by selling additional shares to investors. The company's following as a meme stock seems to spring more from its growth prospects than from short interest, which peaked at 8.5% of shares available for sale, according to FactSet.Wendy's Co. $(WEN)$ is another meme stock whose addition to the group may be a bit confusing, as the stock isn't heavily shorted and the company is stable. Thornton McEnery dug into the action on June 8, which may have included confusion over Wendy's ticker symbol , when the stock rose 26%.Read:Wendy's stock run-up prompts analyst downgrade but breakfast is driving growthContextLogic Inc. (WISH) is one of two stocks on the new list that have fallen this year. The mobile e-commerce company's stock opened below its initial public offering price  before the IPO.Short interestKeeping the group in the same order, here are levels of short interest as percentages of available shares and  in dollars:FactSet's data on short positions as a percentage of shares outstanding is updated twice a month. The data was updated overnight between June 9 and 10. The second update takes place around the 25th day of the month.Clover is the most heavily shorted stock on the list. Brad Lamensdorf, CEO of ActiveAlts in Westport, Conn., who runs long and short investment strategies, said previously that a short percentage \"over 30% to 40% is outrageously high.\" (Lamensdorf co-manages the AdvisorShares Ranger Equity Bear ETF (HDGE), which is meant to be used as a hedging tool.)A high percentage of shares sold short makes a stock especially dangerous for the short-sellers, because it can increase the intensity of any short squeeze.We have shown the short interest as a percentage of market cap in order to provide context. Tesla Inc. $(TSLA)$ is an excellent example to provide more context, because the company has such a large market capitalization of $576.8 billion. Only 5.16% of the shares are sold short, but that comes to $29.8 billion in short interest -- the most (in dollars) for any stock in the S&P 500. Amazon.com Inc. $(AMZN)$ ranks second for dollars of short interest in the benchmark  index, with 1.09% of shares sold short, which comes to $18.1 billion in short interest for a company with a market cap of $1.66 trillion.Canoo Inc.  (GOEV) is the second-most heavily shorted stock listed above, at 29.5%. The electric-vehicle maker was formed on Dec. 21 through the merger of Canoo Holdings Ltd. and Hennessy Capital Acquisition Corp. IV, a special purpose acquisition company, or SPAC. Canoo expects to produce its first vehicle in mid-2022 in limited quantities, with \"serial production launching in 2023,\" according to its 10-K report  filed on March 31.Clean Energy Fuels Corp. $(CLNE.AU)$ provides natural gas for use as an alternative to gasoline or diesel for fleets of vehicles. The stock is 6.58% sold-short, but has had a good run this year as the energy sector has recovered.FundamentalsWe'll look back at sales results for this group of six meme stocks and then look ahead at sales estimates through 2023.Looking backFirst, here's a comparison of annual sales, in millions of dollars for the past five reported fiscal years (where available):You can see clear growth paths in recent years for Palantir, Wendy's and ContextLogic, while Clean Energy Fuels had  understandable challenges from lower natural gas prices in 2020.Clover was incorporated on Oct. 18, 2019. It hasn't yet reported annual revenue. For the first quarter, the company reported $200.3 million in sales, up from $165.5 million in the first quarter of 2020. Clover merged with Social Capital Hedosophia Holdings Corp. III (a SPAC) on Jan. 7.Looking ahead -- salesStarting from a baseline of calendar 2021, here are sales estimates going out through 2023 among Wall Street analysts polled by FactSet:Double-digit or better sales growth is expected for all of the companies over the next two years except Wendy's. Price-to-sale ratios, based on closing share prices on June 9 and the 2023 estimates, are included. In comparison, the S&P 500 trades for 2.5 times its weighted aggregate consensus sales estimate for 2023.Looking ahead -- earningsHere are earnings-per-share estimates going out to 2023:You might not have expected the EPS projections to be particularly useful, but they underscore how high these stocks are trading. The S&P 500 trades for 18.4 times its consensus EPS estimate for 2023.The estimates show expected improvement for Palantir, if it manages to maintain its rapid sales growth. Wendy's is expected to improve EPS significantly even with modest sale growth, in part because of stock buybacks .Wall Street's opinionHere's a summary of opinion for this group of meme stocks among Wall Street analysts:So the Wall Street analysts have the most love for ContextLogic, with 82% \"buy\" or equivalent ratings. Second place goes to Clean Energy Fuels. For that company, the timing, in a year of economic and fuel-price recovery, not to mention the desire among many investors to help lower carbon emissions, seems perfect.Wall Street is skeptical of Palantir and Clover Health, but it would seem for different reasons, as Palantir already has a history of rapid sales growth.More meme-stock coverage:Don't miss: Here are the hottest stock sectors for Wall Street right now -- and analysts' favorite ways to play them-Philip van Doorn; 415-439-6400; AskNewswires@dowjones.com$(END)$ Dow Jones NewswiresJune 10, 2021 08:50 ET (12:50 GMT)Copyright (c) 2021 Dow Jones & Company, Inc.","news_type":1},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164869831,"gmtCreate":1624192736523,"gmtModify":1703830410801,"author":{"id":"3569541446805658","authorId":"3569541446805658","name":"ChingYee","avatar":"https://static.tigerbbs.com/24687680699c2fdc61d34a41fcba1b8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569541446805658","idStr":"3569541446805658"},"themes":[],"htmlText":"[Sweats]&nbsp;","listText":"[Sweats]&nbsp;","text":"[Sweats]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/164869831","repostId":"2144170995","repostType":2,"repost":{"id":"2144170995","kind":"news","pubTimestamp":1624173029,"share":"https://ttm.financial/m/news/2144170995?lang=&edition=fundamental","pubTime":"2021-06-20 15:10","market":"hk","language":"zh","title":"贵了近10万元，却比Model 3销量还高！特斯拉Model Y一个月狂卖1.27万辆，那国产新能源呢？新数据来了","url":"https://stock-news.laohu8.com/highlight/detail?id=2144170995","media":"每日经济新闻","summary":"中汽协数据显示，5月，我国新能源汽车销量为21.7万辆，同比增长1.6倍，刷新当月纪录。特斯拉ModelY销量反超Model35月，国内新能源车市整体表现再度跑赢大盘。值得一提的是，本月特斯拉Model Y车型销量首度超过Model 3，升至国内新能源车型月度销量榜第二的位置。然而根据特斯拉中国官网报价，Model Y最低售价为34.79万元，比Model 3的25.09万元高了近10万元。有观点认为，如果没有这些出口车辆，Model 3在中国本地的销量可能会更高。","content":"<div>\n<p>来源：每日经济新闻第517期 ｜2021/06/19“目前我们还没有收到政府的通知，可以上‘绿牌’的宏光MINIEV是之前已经开过票的车，他们在3月已经提交了资格审查等各种资料。现在购买新车的话，仍旧无法上牌。”日前，上海某上汽通用五菱4S店销售人员告诉《每日经济新闻》记者。此前，坊间有传闻称，10万元以下或车长4.6米以内的新能源车在上海将不再获赠免费绿牌。记者走访上海车市时也发现，自4月中下旬...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2021-06-20/doc-ikqcfnca2132493.shtml\">Web Link</a>\n\n</div>\n","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n贵了近10万元，却比Model 3销量还高！特斯拉Model Y一个月狂卖1.27万辆，那国产新能源呢？新数据来了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-20 15:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2021-06-20/doc-ikqcfnca2132493.shtml><strong>每日经济新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：每日经济新闻第517期 ｜2021/06/19“目前我们还没有收到政府的通知，可以上‘绿牌’的宏光MINIEV是之前已经开过票的车，他们在3月已经提交了资格审查等各种资料。现在购买新车的话，仍旧无法上牌。”日前，上海某上汽通用五菱4S店销售人员告诉《每日经济新闻》记者。此前，坊间有传闻称，10万元以下或车长4.6米以内的新能源车在上海将不再获赠免费绿牌。记者走访上海车市时也发现，自4月中下旬...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2021-06-20/doc-ikqcfnca2132493.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f6b78ed0836da119cdb959ac6d3cb8e9","relate_stocks":{"160640":"新能源","399941":"新能源","000941.SH":"新能源","TSLA":"特斯拉"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2021-06-20/doc-ikqcfnca2132493.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144170995","content_text":"来源：每日经济新闻第517期 ｜2021/06/19“目前我们还没有收到政府的通知，可以上‘绿牌’的宏光MINIEV是之前已经开过票的车，他们在3月已经提交了资格审查等各种资料。现在购买新车的话，仍旧无法上牌。”日前，上海某上汽通用五菱4S店销售人员告诉《每日经济新闻》记者。此前，坊间有传闻称，10万元以下或车长4.6米以内的新能源车在上海将不再获赠免费绿牌。记者走访上海车市时也发现，自4月中下旬开始，五菱宏光MINIEV等微型纯电动车在上海市免费申请绿牌的工作受限。尽管在上海“遇阻”，但五菱宏光MINIEV依旧蝉联了5月新能源车型的销量冠军。同时，新能源车市的整体表现与之相似，在5月车市大盘出现微跌的背景下，仍然一枝独秀，保持了良好的增长势头。中汽协数据显示，5月，我国新能源汽车销量为21.7万辆，同比增长1.6倍，刷新当月纪录。1~5月，我国新能源汽车累计销售95万辆，同比增长2.2倍。同样火热的还有资本市场中的新能源汽车相关概念股，无论整车企业如比亚迪（002594.SZ）、长安汽车（000625.SZ）、长城汽车（601633.SH），还是产业链上下游个股如宁德时代（300750.SZ）、欣旺达（300207.SZ）等，股价均出现大幅上涨。6月，是汽车市场的传统销售淡季，新能源汽车能否在该月继续保持此前的高增长速度？资本市场的热度又能维持多久？特斯拉ModelY销量反超Model35月，国内新能源车市整体表现再度跑赢大盘。乘联会数据显示，5月我国新能源乘用车批发销量为19.6万辆，环比4月增长6.7%，同比增长174.2%，呈现强势增长的良好态势。其中，纯电动车的批发销量为16.2万辆，同比增长186.1%；插电混动车型销量为3.4万辆，同比增长128.5%。制表：每经记者李硕“5月新能源乘用车销量呈现超强增长走势是高低端市场持续走强的结果，尤其是入门级新能源车市场总体走势平稳，没有出现超越正常走势的剧烈下滑局面，这也是受市场化购买力的影响。”全国乘用车市场信息联席会秘书长崔东树表示。值得一提的是，5月高端纯电动车和入门级纯电动车的合计销量占整体纯电动车销量的比重已达到60%。制表：每经记者李硕分品牌来看，5月国内新能源乘用车市场多元化发力，共有4家企业零售销量破万。其中，上汽通用五菱以3.32万辆的成绩，连续十个月坐稳中国新能源汽车月度销量榜首之位；比亚迪则以单月3.19万辆的销售成绩成功超越特斯拉位列第二；特斯拉中国则完成2.19万辆销量，下滑至第三；第四名广汽埃安销量为1.04万辆，与前三名仍存在不小差距。值得一提的是，本月特斯拉Model Y车型销量首度超过Model 3，升至国内新能源车型月度销量榜第二的位置。事实上，在Model Y车型发布前，特斯拉CEO埃隆·马斯克就曾预测Model Y将成为特斯拉最畅销的汽车，并称这款车的销量很可能超过Model S、Model 3和Model X的总和。这一预言如今看来有可能成真，根据追踪全球电动汽车销量的电动汽车销售博客（EV Sales Blog）数据，特斯拉Model Y在4月成为世界第二大畅销电动汽车，将Model 3推至第三位。然而根据特斯拉中国官网报价，Model Y最低售价为34.79万元，比Model 3的25.09万元高了近10万元。制表：每经记者李硕同样值得关注的是，自主品牌成为目前新能源汽车市场的“主要力量”。乘联会发布的数据显示，5月自主品牌中的新能源车渗透率为24.7%；豪华车中新能源车渗透率为10.8%；而主流合资品牌中的新能源车渗透率仅有1.7%。新能源车出口继续保持高增速5月我国新能源汽车的出口量呈爆发式增长，其中特斯拉中国出口1.15万辆，出口地包括欧洲和澳大利亚等地。有观点认为，如果没有这些出口车辆，Model 3在中国本地的销量可能会更高。此外，上汽乘用车的新能源车出口量为2430辆，江淮汽车出口新能源车549辆，比亚迪出口223辆，爱驰汽车出口143辆，其他车企新能源车出口也正蓄势待发。“5月新能源汽车出口1.8万辆，虽然相比15万辆的出口总量属于低位，但接近2万辆的出口量说明我国新能源汽车在国际市场上的竞争力。”中汽协副秘书长陈士华表示，“新能源汽车是我们接触发达国家汽车市场的一个很好的机会。”“我觉得进军欧洲新能源汽车市场是个非常好的机会，如果把握住这次机会的话，我们就实实在在地实现了弯道超车，也可以借鉴日韩在上世纪六七十年代大规模进入欧美市场的模式，这铸就了它们的汽车强国之路。”中国欧洲经济技术合作协会常务副会长兼秘书长陈璟玥表示。与此同时，5月动力电池装机量也与新能源车销量“齐头并进”，保持着高速增长。5月国内动力电池装车量总计9.8GWh，同比上升178.2%，环比增加16.2%。其中，三元材料电池装车5.2GWh，同比上升95.3%，占总装机量的53.06%；磷酸铁锂电池装车4.5GWh，同比上升458.6%，环比增长40.9%，在总装机量占比中上升至45.92%。制表：每经记者李硕充电基础设施方面，2021年5月，我国新增公共充电桩1.62万台，同比增长60.6%。截至2021年5月，全国充电基础设施累计数量为187.0万台，同比增加43.9%；换电站保有量644座。兴业证券研报认为，2021年是国内、海外新能源汽车市场需求共振的大年，优质车型快速集中上市，驱动私人消费持续放量，全年需求推动产能趋势显著。以当前国内主流整车厂年度排产规划及合理库存水平为前提下，预计6月国内新能源乘用车销量可达20.5万辆，二季度销量约为60万~62万辆，上调全年新能源乘用车销量预期至240万辆。特斯拉欧洲市场销量大幅反弹与中国类似，5月，欧洲和美国的电动车同样延续着高增长之势。欧洲方面，德国、法国、挪威、英国、瑞典、意大利六国电动车单月销量合计13.6万辆，同比增长294%，环比增长11%。其中，挪威电动车渗透率已突破80%，瑞典接近40%，德国渗透率也已突破20%，英法两国接近15%，表明欧洲汽车电动化进程正在不断提速。制表：每经记者李硕值得一提的是，5月，特斯拉在欧洲交付约9143辆新车，同比上升239%，环比上升587%，1~5月特斯拉在欧洲累计交付新车4.21万辆，同比上升44%。从欧洲2018年~2020年的新能源汽车销量数据看，特斯拉一直保持着季初低季末高的交付节奏，4月作为二季度初销量相对较低，而今年4月恰逢缺芯，以及Model Y产线更新出现近2周停产，销量出现大幅下滑，但5月销量出现明显回弹。与特斯拉的强势反弹相比，4月欧洲新能源车销量前两位的大众ID系列在本月销量出现下滑。根据EV sales数据，本月挪威、瑞典、芬兰、丹麦、瑞士、荷兰、意大利、西班牙八国的大众ID.4销量为2395辆，环比下降47%，ID.3销量为1538辆，环比基本持平。大众汽车方面预计全年将交付10万辆ID.4，其中三分之二投向欧洲，而今年1~4月欧洲ID.4销量为1.33万辆。美国方面，5月美国电动车销量为5.38万辆，同比上升187%，环比提升19%，电动化渗透率为3.4%，维持增长态势。1~5月美国新能源车累计销量20.53万辆。有观点认为，在美国新能源政策规划下，美国电动车市场在供需两端均会得到刺激。中泰证券认为，随着疫苗的普及，海外复苏步入正轨，叠加一线车企优质电动车型供应加速，驱动市场与产业链景气度进一步上行。跟踪欧洲政策与车企电动化的边际变化，只要边际变化不减速，欧洲电动车销量长期维持高速增长的趋势将不会改变。产业链个股5月狂欢5月，新能源汽车产业链个股在资本市场主演了一场“大戏”。在终端需求旺盛的推动下，电解液、六氟磷酸锂、锂盐等锂电产业链出现不同程度的供应紧张，价格出现暴涨。截至6月9日，六氟磷酸锂报收31.5万元／吨，较年初价格上涨了186.4%。川财证券研报认为，由于六氟磷酸锂具有化工属性，项目的实施需通过环证书编保、安全等多部门的审批，扩产周期一般为1~2年，预计今年内六氟磷酸锂价格继续维持高位。节节高升的价格让资本疯狂。天赐材料（002709.SZ）、多氟多（002407.SZ）、天际股份（002759.SZ）等六氟磷酸锂相关个股股价一年涨幅最多超过60%。以天赐材料为例，去年6月初股价在27元/股上下浮动，截至今年6月10日收盘，其股价已经飙升至100.7元/股，一年涨幅近3倍。不止是六氟磷酸锂相关个股，整个新能源汽车产业链几乎都一片繁盛。如，宁德时代（300750.SZ）市值增加了1069.71亿元；隔膜概念股星源材质（300568.SZ）股价涨幅为50.23%。制表：每经记者段思瑶资本市场对新能源汽车产业链个股的看好，正是源自终端消费市场的持续向好。在A股市场，整车股也难得整齐划一地出现股价上涨。制表：每经记者段思瑶5月，比亚迪（002594.SZ）终于摆脱了困扰其两个月的股价下跌状况，市值增长了575.92亿元；长安汽车（000625.SZ）蹭上“华为概念”，收盘股价三次涨停，月股价涨幅为45.08%，市值也猛涨401.47亿元。H股的吉利汽车（00175.HK)、北京汽车（01958.HK)、恒大汽车（00708.HK)则没有这么好运，5月股价齐跌，其中恒大汽车5月股价下跌41.72%，市值蒸发2208.66亿港元。制表：每经记者段思瑶5月13日，中国恒大（3333.HK）发布公告称，为了满足恒大汽车下一步进入港股通的必要条件，以每股40.92港元配售2.6亿股恒大汽车股份，配股金额约106亿港元。当天，恒大汽车盘中股价最高跌幅超过15%。有观点认为，纳入港股通后，恒大汽车南下资金将会增加股票交易活跃度，也继续加剧股价波动。制表：每经记者段思瑶造车新势力方面，“美股造车三兄弟”一改4月独自上涨的势头，5月，蔚来（NIO)股价急转向下，市值蒸发20亿美元。有分析称，受半导体芯片供应短缺影响，以及部分物流调整的问题，蔚来5月新车交付受到了不利影响。同样，处于舆论风暴中的特斯拉（TSLA），5月市值也蒸发了811.04亿美元。相比之下，随着传统汽车企业在节能与电动车领域的快速转型，资本对其信心也在不断提升。5月，在汽车上市公司排行中，丰田汽车以210.8亿美元的市值增长额位列第一，大众和福特市值也分别增加了166.2亿美元和119.4亿美元。华福证券分析师林子健认为：“汽车板块或已度过预期最悲观的时间段，将迎来布局良机，更有转型潜力的自主品牌，以及智能驾驶和新能源汽车产业链将成为关注的重点。”上下游企业提前深度绑定六氟磷酸锂等材料价格的持续走高，让新能源汽车上下游企业之间的绑定时间不断提前。5月27日，天赐材料全资子公司宁德市凯欣电池材料有限公司与宁德时代签订的《物料供货框架协议》约定，六氟磷酸锂按协议锁定的基准价格进行报价，其他原材料及各项费用的报价以双方另行书面确认的报价单为准，如其他原材料市场价格涨跌幅超过10%的，则双方重新确认报价。随后，在6月2日，宁德时代又与长城汽车签署了十年长期战略合作框架协议。东吴证券研报认为，对车企而言，深度绑定电池厂的意义在于锂电体系技术渗透和提升议价能力；对电池厂商而言，加深车企合作有利于进一步动力电池技术的推进，或开启整车方面合作。宁德时代上下密集布局背后，新能源汽车市场的新进入者在不断闯入。目前，360公司已经开启汽车团队组建，招聘岗位涉及感知融合算法、软件架构、信息安全、智能驾驶开发等，所有岗位的推荐奖金共计高达数十万。除此之外，政策层面也在不断为新能源汽车市场注入“强心针”。5月29日，海南省在发布的《关于海南省2021年促进新能源汽车消费综合奖励申报的通知》中提出，在2021年1月1日至2021年12月31日期间购买，并在2022年1月15日前完成初次登记上牌的新能源汽车可申报综合奖励。具体标准为，购车价格在10万元以下的每辆奖励6000元，购车价格在10万元（含）～20万元（含）的每辆奖励8000元，购车价格在20万元以上的每辆奖励1万元。山西证券研报认为，目前基础设施较为完善的城市选择新能源车型已有较高性价比，预计下半年燃油车增速趋于放缓，新能源车将继续保持强劲增长。记者：李硕 段思瑶编辑：孙磊 段炼 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19:41","market":"hk","language":"zh","title":"台积电考虑在美国开设首家芯片封装厂。 (日经新闻)","url":"https://stock-news.laohu8.com/highlight/detail?id=2142203349","media":"新浪财经","summary":"台积电考虑在美国开设首家芯片封装厂。 (日经新闻)","content":"<html><body><a href=\"https://laohu8.com/S/TSM\">台积电</a>考虑在美国开设首家芯片封装厂。 (日经新闻)</body></html>","source":"sina_symbol","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>台积电考虑在美国开设首家芯片封装厂。 (日经新闻)</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"159813":"芯片","TSM":"台积电","EWT":"台湾ETF-iShares MSCI","03145":"华夏亚洲高息股"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/7x24/2021-06-11/doc-ikqciyzi9126555.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2142203349","content_text":"台积电考虑在美国开设首家芯片封装厂。 (日经新闻)","news_type":1},"isVote":1,"tweetType":1,"viewCount":245,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":167770899,"gmtCreate":1624286432211,"gmtModify":1703832548283,"author":{"id":"3569541446805658","authorId":"3569541446805658","name":"ChingYee","avatar":"https://static.tigerbbs.com/24687680699c2fdc61d34a41fcba1b8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569541446805658","idStr":"3569541446805658"},"themes":[],"htmlText":"[Look&nbsp;back]&nbsp;","listText":"[Look&nbsp;back]&nbsp;","text":"[Look back]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/167770899","repostId":"2145038963","repostType":2,"repost":{"id":"2145038963","kind":"news","pubTimestamp":1624280040,"share":"https://ttm.financial/m/news/2145038963?lang=&edition=fundamental","pubTime":"2021-06-21 20:54","market":"us","language":"zh","title":"香奈儿推天价苹果耳机保护套：售价19100元，可买9个AirPods Pro","url":"https://stock-news.laohu8.com/highlight/detail?id=2145038963","media":"界面新闻","summary":"香奈儿推天价苹果耳机保护套：售价19100元，可买9个AirPods Pro图片来源：香奈儿中国官网记者 | 鲁智高近日，香奈儿推出了两款AirPods耳机套项链，分别适用于AirPods和AirPods Pro，目前只有黑白两种颜色，国内官网售价均为19100元。从2016年9月上市后，苹果的AirPods耳机便受到用户追捧。苹果2021年第二财季财报显示，包括AirPods、Apple Watch和HomePod在内的可穿戴设备、家居设备和配件的营收为78.36亿美元，同比增长24.7%。","content":"<div>\n<p>原标题：香奈儿推天价苹果耳机保护套：售价19100元，可买9个AirPods Pro图片来源：香奈儿中国官网记者 | 鲁智高近日，香奈儿推出了两款AirPods耳机套项链，分别适用于AirPods和AirPods Pro，目前只有黑白两种颜色，国内官网售价均为19100元。香奈儿工作人员告诉界面新闻，这两款商品在今年6月份上市，属于香奈儿早秋季节的产品，目前国内可以在北京、广州、哈尔滨和沈阳的线下...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2021-06-21/doc-ikqcfnca2378602.shtml\">Web Link</a>\n\n</div>\n","source":"sina_symbol","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>香奈儿推天价苹果耳机保护套：售价19100元，可买9个AirPods Pro</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; 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href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2021-06-21/doc-ikqcfnca2378602.shtml><strong>界面新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：香奈儿推天价苹果耳机保护套：售价19100元，可买9个AirPods Pro图片来源：香奈儿中国官网记者 | 鲁智高近日，香奈儿推出了两款AirPods耳机套项链，分别适用于AirPods和AirPods Pro，目前只有黑白两种颜色，国内官网售价均为19100元。香奈儿工作人员告诉界面新闻，这两款商品在今年6月份上市，属于香奈儿早秋季节的产品，目前国内可以在北京、广州、哈尔滨和沈阳的线下...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2021-06-21/doc-ikqcfnca2378602.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d2a986280a0d0ac6d75b62fd1fec8874","relate_stocks":{"AAPL":"苹果","09086":"华夏纳指-U","03086":"华夏纳指"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/jjxw/2021-06-21/doc-ikqcfnca2378602.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145038963","content_text":"原标题：香奈儿推天价苹果耳机保护套：售价19100元，可买9个AirPods Pro图片来源：香奈儿中国官网记者 | 鲁智高近日，香奈儿推出了两款AirPods耳机套项链，分别适用于AirPods和AirPods Pro，目前只有黑白两种颜色，国内官网售价均为19100元。香奈儿工作人员告诉界面新闻，这两款商品在今年6月份上市，属于香奈儿早秋季节的产品，目前国内可以在北京、广州、哈尔滨和沈阳的线下精品店购买，不过库存非常紧张。图片来源：香奈儿中国官网香奈儿中国官网显示，与AirPods相关的产品系列有12个，价格从6200元到19700元不等。香奈儿工作人员表示，他们也曾在不同季节推出过AirPods的保护套，不过因为数量较少，目前暂时没有库存。图片来源：香奈儿中国官网苹果官网显示，AirPods起售价为1246元，AirPods Pro的售价则为1999元。不过目前天猫和京东在售的这两款产品，对应的价格分别可以低到900元和1600元以内。即便按照官网价格计算，一个香奈儿的AirPods耳机套项链，至少也可以买9个苹果AirPods Pro耳机。从2016年9月上市后，苹果的AirPods耳机便受到用户追捧。研究公司Counterpoint Research数据显示，苹果AirPods在2020年的发货量约为7280万部，以31%的份额主导蓝牙无线耳机市场。苹果2021年第二财季财报显示，包括AirPods、Apple Watch和HomePod在内的可穿戴设备、家居设备和配件的营收为78.36亿美元，同比增长24.7%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":150386495,"gmtCreate":1624887512417,"gmtModify":1703847058118,"author":{"id":"3569541446805658","authorId":"3569541446805658","name":"ChingYee","avatar":"https://static.tigerbbs.com/24687680699c2fdc61d34a41fcba1b8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569541446805658","idStr":"3569541446805658"},"themes":[],"htmlText":"[Miser]&nbsp;[Miser]&nbsp;","listText":"[Miser]&nbsp;[Miser]&nbsp;","text":"[Miser] [Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/150386495","repostId":"2146838769","repostType":2,"repost":{"id":"2146838769","kind":"news","pubTimestamp":1624880814,"share":"https://ttm.financial/m/news/2146838769?lang=&edition=fundamental","pubTime":"2021-06-28 19:46","market":"sh","language":"zh","title":"阿特斯太阳能(CSIQ.US)控股子公司科创板IPO申请获受理 拟募资40亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=2146838769","media":"智通财经","summary":"阿特斯太阳能(CSIQ.US)宣布，其控股子公司阿特斯阳光电力集团股份有限公司申请科创板上市已获受理。中金公司为其保荐机构，拟募资人民币40亿元。该公司计划将本次发行募集的资金用于产能配 ...","content":"<html><body><div>\n<p>　　<a href=\"https://laohu8.com/S/CSIQ\">阿特斯太阳能</a>(CSIQ.US)宣布，其控股子公司阿特斯阳光电力集团股份有限公司申请科创板上市已获受理。<a href=\"https://laohu8.com/S/601995\">中金公司</a>（601995）为其保荐机构，拟募资人民币40亿元。</p><p>　　该公司计划将本次发行募集的资金用于产能配套及扩充项目、嘉兴阿特斯光伏技术有限公司研究院建设项目和补充流动资金。</p><p>　　在IPO完成后，阿特斯<a href=\"https://laohu8.com/S/000591\">太阳能</a>预计仍持有阿特斯阳光电力约64%的股份。</p>\n<p><strong>关注<a href=\"https://laohu8.com/S/300033\">同花顺</a>财经（ths518），获取更多机会</strong></p>\n<span></span>\n<div><span>责任编辑：sqc</span></div>\n</div></body></html>","source":"tonghuashun","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>阿特斯太阳能(CSIQ.US)控股子公司科创板IPO申请获受理 拟募资40亿元</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n阿特斯太阳能(CSIQ.US)控股子公司科创板IPO申请获受理 拟募资40亿元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-28 19:46 北京时间&nbsp;&nbsp;&nbsp;<a href=http://stock.10jqka.com.cn/usstock/20210628/c630521514.shtml><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>阿特斯太阳能(CSIQ.US)宣布，其控股子公司阿特斯阳光电力集团股份有限公司申请科创板上市已获受理。中金公司（601995）为其保荐机构，拟募资人民币40亿元。　　该公司计划将本次发行募集的资金用于产能配套及扩充项目、嘉兴阿特斯光伏技术有限公司研究院建设项目和补充流动资金。　　在IPO完成后，阿特斯太阳能预计仍持有阿特斯阳光电力约64%的股份。\n关注同花顺财经（ths518），获取更多机会\n\n...</p>\n\n<a href=\"http://stock.10jqka.com.cn/usstock/20210628/c630521514.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e9c35ed98221796867ee3eb028c7fe9e","relate_stocks":{"CSIQ":"阿特斯太阳能"},"source_url":"http://stock.10jqka.com.cn/usstock/20210628/c630521514.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/f0343184bd9b9c963ed02b302442e2b8","article_id":"2146838769","content_text":"阿特斯太阳能(CSIQ.US)宣布，其控股子公司阿特斯阳光电力集团股份有限公司申请科创板上市已获受理。中金公司（601995）为其保荐机构，拟募资人民币40亿元。　　该公司计划将本次发行募集的资金用于产能配套及扩充项目、嘉兴阿特斯光伏技术有限公司研究院建设项目和补充流动资金。　　在IPO完成后，阿特斯太阳能预计仍持有阿特斯阳光电力约64%的股份。\n关注同花顺财经（ths518），获取更多机会\n\n责任编辑：sqc","news_type":1},"isVote":1,"tweetType":1,"viewCount":224,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124462739,"gmtCreate":1624782176421,"gmtModify":1703845092479,"author":{"id":"3569541446805658","authorId":"3569541446805658","name":"ChingYee","avatar":"https://static.tigerbbs.com/24687680699c2fdc61d34a41fcba1b8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569541446805658","idStr":"3569541446805658"},"themes":[],"htmlText":"Tell me your opinion about this news...","listText":"Tell me your opinion about this news...","text":"Tell me your opinion about this news...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/124462739","repostId":"2146043360","repostType":2,"repost":{"id":"2146043360","kind":"news","pubTimestamp":1624770991,"share":"https://ttm.financial/m/news/2146043360?lang=&edition=fundamental","pubTime":"2021-06-27 13:16","market":"us","language":"zh","title":"首次代工iPhone！“果链巨头”立讯精密拿下苹果大单，总量达千万台","url":"https://stock-news.laohu8.com/highlight/detail?id=2146043360","media":"和讯网","summary":"6月25日有消息称，立讯精密今年将首度拿下iPhone新机组装单，有望在2023年超车和硕，成为iPhone第二大组装厂。目前，iPhone组装订单主要由鸿海、和硕、纬创等三家承包。而2020年iPhone出货约1.95亿部。从以上数据来看，立讯精密2021年代工比重占整体iPhone订单的4%左右。若公司在2022年下半年取得新款iPhone NPI订单，2022年其代工比重或升至12%左右。若立讯精密此次顺利拿下iPhone新机组装单，也意味着其“果链一哥”的地位再次得到巩固。","content":"<html><body><article><p>近期，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>概念股出现异动。</p><p>6月25日有消息称，<a href=\"https://laohu8.com/S/002475\">立讯精密</a>今年将首度拿下iPhone新机组装单，有望在2023年超车和硕，<strong>成为iPhone第二大组装厂</strong>。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13700853772/0\"/><p>受消息影响，25日，立讯精密股价盘中一度<span>拉升</span>逾9%，当日收盘报47.01元/股，涨2.55%，<strong><span>总市值</span>约3307亿元</strong>。</p><p>目前，iPhone组装订单主要由鸿海、和硕、纬创等三家承包。立讯精密此前已是苹果供应链成员，但主要供货电声元件、连接器等零组件。<strong>若今年拿下组装大单，立讯精密将上升为重要组装角色之一。</strong></p><p>稍早前，天风国际发布研报，预计立讯精密的iPhone组装事业将有显著增长，成为最大受益者。</p><p>1</p><p>6月23日，天风国际分析师郭明錤称，展望2021–2023年，认为Apple在智慧型手机品牌中的成长能见度最佳。预期iPhone在2021与2022年将分别<span>出货</span>2.3–2.4亿与2.5–2.6亿部。而2020年iPhone出货约1.95亿部。</p><p>郭明錤表示，在目前iPhone供应链中，立讯精密因2021年开始组装并出货iPhone，故<strong>预期立讯精密的iPhone组装事业在2021–2023年均有显著同比成长，为iPhone成长能见度高之最大受益者。</strong></p><img src=\"http://inews.gtimg.com/newsapp_match/0/13700853773/0\"/><p>郭明錤预计，<strong>立讯精密2021年iPhone出货量约1000万部</strong>，80%–90%为2021新款iPhone Pro。</p><p>若立讯精密能在2022年下半年顺利取得新款iPhone NPI，则立讯精密在2022年的iPhone出货量<strong>将显著增长至3000万部–3500万部</strong>，并在2023年iPhone出货量超越和硕。</p><p>从以上数据来看，立讯精密2021年代工比重占整体iPhone订单的4%左右。若公司在2022年下半年取得新款iPhone NPI订单，2022年其代工比重或升至12%左右。</p><p>2</p><p>国内电子零部件制造龙头立讯精密于2010年上市，产品主要服务于消费电子、通信及数据中心、汽车电子和医疗等领域。</p><p>自上市以来，公司<span>营业收入</span>年复合增长率达50%。2020年立讯精密实现营业收入925.01亿元，同比增长47.96%，归母<span>净利润</span>为72.25亿元，同比增长53.28%。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13700853807/0\"/><p>从营收结构来看，立讯精密<strong>主营产品消费性电子贡献近9成营收</strong>。</p><p>从客户构成来看，<strong>拥有苹果、华为两大客户的立讯精密对大客户依赖程度较高。</strong>2020年立讯精密前五大客户收入为758.79亿元，同比增长57.56%，占总销售额82.3%，创历史新高。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13700853808/0\"/><p>图：立讯精密2020年前5大客户销售情况</p><p><strong>近年来立讯精密在苹果供应链中的地位逐步提升。</strong>2020年以来，立讯精密通过收购纬创资通两家子公司纬创投资（江苏）、纬新资通（昆山），以及投资控股日铠电脑配件有限公司，加快对苹果业务的拓展。</p><p><a href=\"https://laohu8.com/S/601066\">中信建投</a>研报表示，立讯精密目前在苹果体系已具备iPhone（昆山纬新）、Apple Watch、Air pods组装订单。零部件方面，公司连接器、无线充电、天线、声学、马达等均为苹果主力供应商，公司通过收购<a href=\"https://laohu8.com/S/01415\">高伟电子</a>布局光学领域，投资日铠电脑进入金属结构件领域，未来增长空间和利润弹性可观。</p><p>若立讯精密此次顺利拿下iPhone新机组装单，<strong>也意味着其“果链一哥”的地位再次得到巩固。</strong></p><p>IT行业分析师梁振鹏表示，“苹果公司有意扩充自己的供应链中的代工厂家的数量，来减少经营风险。立讯精密之前已经切入了苹果上游一些零部件的供应链，具备为iphone手机代工的能力。尽管这意味着立讯精密对苹果的依赖度逐渐的提高，但是从苹果公司的出货量和营业额来说，企业愿意去冒这个风险。”</p><p>3</p><p>素以投资嗅觉最灵敏著称的北上资金上周大幅净买入立讯精密14.69亿元，<strong>连续第5周净买入，也是本周净买入最多得个股，增持3435万股，总持股量达5.59亿股，创历史新高，持仓市值也首次突破250亿元。</strong></p><img src=\"http://inews.gtimg.com/newsapp_match/0/13700853809/0\"/><p>另外值得注意的是，近7天交易日来看，立讯精密更是位居A股外资净买入第一位，买入金额高达22.37亿元。立讯精密经过近段时间的回调，<strong>或早有外资进场<span>抄底</span>。</strong></p><p>文章综合自：证券之星、证券时报、界面新闻</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>首次代工iPhone！“果链巨头”立讯精密拿下苹果大单，总量达千万台</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{ 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left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n首次代工iPhone！“果链巨头”立讯精密拿下苹果大单，总量达千万台\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 13:16 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021062713204679cb6e6e&s=b><strong>和讯网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期，苹果概念股出现异动。6月25日有消息称，立讯精密今年将首度拿下iPhone新机组装单，有望在2023年超车和硕，成为iPhone第二大组装厂。受消息影响，25日，立讯精密股价盘中一度拉升逾9%，当日收盘报47.01元/股，涨2.55%，总市值约3307亿元。目前，iPhone组装订单主要由鸿海、和硕、纬创等三家承包。立讯精密此前已是苹果供应链成员，但主要供货电声元件、连接器等零组件。若今年...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021062713204679cb6e6e&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e64b08e46b6eb1bee9b4fcb8733eb9bd","relate_stocks":{"AAPL":"苹果","09086":"华夏纳指-U","002475":"立讯精密","03086":"华夏纳指"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021062713204679cb6e6e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2146043360","content_text":"近期，苹果概念股出现异动。6月25日有消息称，立讯精密今年将首度拿下iPhone新机组装单，有望在2023年超车和硕，成为iPhone第二大组装厂。受消息影响，25日，立讯精密股价盘中一度拉升逾9%，当日收盘报47.01元/股，涨2.55%，总市值约3307亿元。目前，iPhone组装订单主要由鸿海、和硕、纬创等三家承包。立讯精密此前已是苹果供应链成员，但主要供货电声元件、连接器等零组件。若今年拿下组装大单，立讯精密将上升为重要组装角色之一。稍早前，天风国际发布研报，预计立讯精密的iPhone组装事业将有显著增长，成为最大受益者。16月23日，天风国际分析师郭明錤称，展望2021–2023年，认为Apple在智慧型手机品牌中的成长能见度最佳。预期iPhone在2021与2022年将分别出货2.3–2.4亿与2.5–2.6亿部。而2020年iPhone出货约1.95亿部。郭明錤表示，在目前iPhone供应链中，立讯精密因2021年开始组装并出货iPhone，故预期立讯精密的iPhone组装事业在2021–2023年均有显著同比成长，为iPhone成长能见度高之最大受益者。郭明錤预计，立讯精密2021年iPhone出货量约1000万部，80%–90%为2021新款iPhone Pro。若立讯精密能在2022年下半年顺利取得新款iPhone NPI，则立讯精密在2022年的iPhone出货量将显著增长至3000万部–3500万部，并在2023年iPhone出货量超越和硕。从以上数据来看，立讯精密2021年代工比重占整体iPhone订单的4%左右。若公司在2022年下半年取得新款iPhone NPI订单，2022年其代工比重或升至12%左右。2国内电子零部件制造龙头立讯精密于2010年上市，产品主要服务于消费电子、通信及数据中心、汽车电子和医疗等领域。自上市以来，公司营业收入年复合增长率达50%。2020年立讯精密实现营业收入925.01亿元，同比增长47.96%，归母净利润为72.25亿元，同比增长53.28%。从营收结构来看，立讯精密主营产品消费性电子贡献近9成营收。从客户构成来看，拥有苹果、华为两大客户的立讯精密对大客户依赖程度较高。2020年立讯精密前五大客户收入为758.79亿元，同比增长57.56%，占总销售额82.3%，创历史新高。图：立讯精密2020年前5大客户销售情况近年来立讯精密在苹果供应链中的地位逐步提升。2020年以来，立讯精密通过收购纬创资通两家子公司纬创投资（江苏）、纬新资通（昆山），以及投资控股日铠电脑配件有限公司，加快对苹果业务的拓展。中信建投研报表示，立讯精密目前在苹果体系已具备iPhone（昆山纬新）、Apple Watch、Air pods组装订单。零部件方面，公司连接器、无线充电、天线、声学、马达等均为苹果主力供应商，公司通过收购高伟电子布局光学领域，投资日铠电脑进入金属结构件领域，未来增长空间和利润弹性可观。若立讯精密此次顺利拿下iPhone新机组装单，也意味着其“果链一哥”的地位再次得到巩固。IT行业分析师梁振鹏表示，“苹果公司有意扩充自己的供应链中的代工厂家的数量，来减少经营风险。立讯精密之前已经切入了苹果上游一些零部件的供应链，具备为iphone手机代工的能力。尽管这意味着立讯精密对苹果的依赖度逐渐的提高，但是从苹果公司的出货量和营业额来说，企业愿意去冒这个风险。”3素以投资嗅觉最灵敏著称的北上资金上周大幅净买入立讯精密14.69亿元，连续第5周净买入，也是本周净买入最多得个股，增持3435万股，总持股量达5.59亿股，创历史新高，持仓市值也首次突破250亿元。另外值得注意的是，近7天交易日来看，立讯精密更是位居A股外资净买入第一位，买入金额高达22.37亿元。立讯精密经过近段时间的回调，或早有外资进场抄底。文章综合自：证券之星、证券时报、界面新闻","news_type":1},"isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":124462564,"gmtCreate":1624782148658,"gmtModify":1703845092157,"author":{"id":"3569541446805658","authorId":"3569541446805658","name":"ChingYee","avatar":"https://static.tigerbbs.com/24687680699c2fdc61d34a41fcba1b8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569541446805658","idStr":"3569541446805658"},"themes":[],"htmlText":"[Cool]&nbsp;","listText":"[Cool]&nbsp;","text":"[Cool]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/124462564","repostId":"2146043360","repostType":2,"repost":{"id":"2146043360","kind":"news","pubTimestamp":1624770991,"share":"https://ttm.financial/m/news/2146043360?lang=&edition=fundamental","pubTime":"2021-06-27 13:16","market":"us","language":"zh","title":"首次代工iPhone！“果链巨头”立讯精密拿下苹果大单，总量达千万台","url":"https://stock-news.laohu8.com/highlight/detail?id=2146043360","media":"和讯网","summary":"6月25日有消息称，立讯精密今年将首度拿下iPhone新机组装单，有望在2023年超车和硕，成为iPhone第二大组装厂。目前，iPhone组装订单主要由鸿海、和硕、纬创等三家承包。而2020年iPhone出货约1.95亿部。从以上数据来看，立讯精密2021年代工比重占整体iPhone订单的4%左右。若公司在2022年下半年取得新款iPhone NPI订单，2022年其代工比重或升至12%左右。若立讯精密此次顺利拿下iPhone新机组装单，也意味着其“果链一哥”的地位再次得到巩固。","content":"<html><body><article><p>近期，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>概念股出现异动。</p><p>6月25日有消息称，<a href=\"https://laohu8.com/S/002475\">立讯精密</a>今年将首度拿下iPhone新机组装单，有望在2023年超车和硕，<strong>成为iPhone第二大组装厂</strong>。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13700853772/0\"/><p>受消息影响，25日，立讯精密股价盘中一度<span>拉升</span>逾9%，当日收盘报47.01元/股，涨2.55%，<strong><span>总市值</span>约3307亿元</strong>。</p><p>目前，iPhone组装订单主要由鸿海、和硕、纬创等三家承包。立讯精密此前已是苹果供应链成员，但主要供货电声元件、连接器等零组件。<strong>若今年拿下组装大单，立讯精密将上升为重要组装角色之一。</strong></p><p>稍早前，天风国际发布研报，预计立讯精密的iPhone组装事业将有显著增长，成为最大受益者。</p><p>1</p><p>6月23日，天风国际分析师郭明錤称，展望2021–2023年，认为Apple在智慧型手机品牌中的成长能见度最佳。预期iPhone在2021与2022年将分别<span>出货</span>2.3–2.4亿与2.5–2.6亿部。而2020年iPhone出货约1.95亿部。</p><p>郭明錤表示，在目前iPhone供应链中，立讯精密因2021年开始组装并出货iPhone，故<strong>预期立讯精密的iPhone组装事业在2021–2023年均有显著同比成长，为iPhone成长能见度高之最大受益者。</strong></p><img src=\"http://inews.gtimg.com/newsapp_match/0/13700853773/0\"/><p>郭明錤预计，<strong>立讯精密2021年iPhone出货量约1000万部</strong>，80%–90%为2021新款iPhone Pro。</p><p>若立讯精密能在2022年下半年顺利取得新款iPhone NPI，则立讯精密在2022年的iPhone出货量<strong>将显著增长至3000万部–3500万部</strong>，并在2023年iPhone出货量超越和硕。</p><p>从以上数据来看，立讯精密2021年代工比重占整体iPhone订单的4%左右。若公司在2022年下半年取得新款iPhone NPI订单，2022年其代工比重或升至12%左右。</p><p>2</p><p>国内电子零部件制造龙头立讯精密于2010年上市，产品主要服务于消费电子、通信及数据中心、汽车电子和医疗等领域。</p><p>自上市以来，公司<span>营业收入</span>年复合增长率达50%。2020年立讯精密实现营业收入925.01亿元，同比增长47.96%，归母<span>净利润</span>为72.25亿元，同比增长53.28%。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13700853807/0\"/><p>从营收结构来看，立讯精密<strong>主营产品消费性电子贡献近9成营收</strong>。</p><p>从客户构成来看，<strong>拥有苹果、华为两大客户的立讯精密对大客户依赖程度较高。</strong>2020年立讯精密前五大客户收入为758.79亿元，同比增长57.56%，占总销售额82.3%，创历史新高。</p><img src=\"http://inews.gtimg.com/newsapp_match/0/13700853808/0\"/><p>图：立讯精密2020年前5大客户销售情况</p><p><strong>近年来立讯精密在苹果供应链中的地位逐步提升。</strong>2020年以来，立讯精密通过收购纬创资通两家子公司纬创投资（江苏）、纬新资通（昆山），以及投资控股日铠电脑配件有限公司，加快对苹果业务的拓展。</p><p><a href=\"https://laohu8.com/S/601066\">中信建投</a>研报表示，立讯精密目前在苹果体系已具备iPhone（昆山纬新）、Apple Watch、Air pods组装订单。零部件方面，公司连接器、无线充电、天线、声学、马达等均为苹果主力供应商，公司通过收购<a href=\"https://laohu8.com/S/01415\">高伟电子</a>布局光学领域，投资日铠电脑进入金属结构件领域，未来增长空间和利润弹性可观。</p><p>若立讯精密此次顺利拿下iPhone新机组装单，<strong>也意味着其“果链一哥”的地位再次得到巩固。</strong></p><p>IT行业分析师梁振鹏表示，“苹果公司有意扩充自己的供应链中的代工厂家的数量，来减少经营风险。立讯精密之前已经切入了苹果上游一些零部件的供应链，具备为iphone手机代工的能力。尽管这意味着立讯精密对苹果的依赖度逐渐的提高，但是从苹果公司的出货量和营业额来说，企业愿意去冒这个风险。”</p><p>3</p><p>素以投资嗅觉最灵敏著称的北上资金上周大幅净买入立讯精密14.69亿元，<strong>连续第5周净买入，也是本周净买入最多得个股，增持3435万股，总持股量达5.59亿股，创历史新高，持仓市值也首次突破250亿元。</strong></p><img src=\"http://inews.gtimg.com/newsapp_match/0/13700853809/0\"/><p>另外值得注意的是，近7天交易日来看，立讯精密更是位居A股外资净买入第一位，买入金额高达22.37亿元。立讯精密经过近段时间的回调，<strong>或早有外资进场<span>抄底</span>。</strong></p><p>文章综合自：证券之星、证券时报、界面新闻</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n首次代工iPhone！“果链巨头”立讯精密拿下苹果大单，总量达千万台\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-27 13:16 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021062713204679cb6e6e&s=b><strong>和讯网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期，苹果概念股出现异动。6月25日有消息称，立讯精密今年将首度拿下iPhone新机组装单，有望在2023年超车和硕，成为iPhone第二大组装厂。受消息影响，25日，立讯精密股价盘中一度拉升逾9%，当日收盘报47.01元/股，涨2.55%，总市值约3307亿元。目前，iPhone组装订单主要由鸿海、和硕、纬创等三家承包。立讯精密此前已是苹果供应链成员，但主要供货电声元件、连接器等零组件。若今年...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021062713204679cb6e6e&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e64b08e46b6eb1bee9b4fcb8733eb9bd","relate_stocks":{"AAPL":"苹果","09086":"华夏纳指-U","002475":"立讯精密","03086":"华夏纳指"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021062713204679cb6e6e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2146043360","content_text":"近期，苹果概念股出现异动。6月25日有消息称，立讯精密今年将首度拿下iPhone新机组装单，有望在2023年超车和硕，成为iPhone第二大组装厂。受消息影响，25日，立讯精密股价盘中一度拉升逾9%，当日收盘报47.01元/股，涨2.55%，总市值约3307亿元。目前，iPhone组装订单主要由鸿海、和硕、纬创等三家承包。立讯精密此前已是苹果供应链成员，但主要供货电声元件、连接器等零组件。若今年拿下组装大单，立讯精密将上升为重要组装角色之一。稍早前，天风国际发布研报，预计立讯精密的iPhone组装事业将有显著增长，成为最大受益者。16月23日，天风国际分析师郭明錤称，展望2021–2023年，认为Apple在智慧型手机品牌中的成长能见度最佳。预期iPhone在2021与2022年将分别出货2.3–2.4亿与2.5–2.6亿部。而2020年iPhone出货约1.95亿部。郭明錤表示，在目前iPhone供应链中，立讯精密因2021年开始组装并出货iPhone，故预期立讯精密的iPhone组装事业在2021–2023年均有显著同比成长，为iPhone成长能见度高之最大受益者。郭明錤预计，立讯精密2021年iPhone出货量约1000万部，80%–90%为2021新款iPhone Pro。若立讯精密能在2022年下半年顺利取得新款iPhone NPI，则立讯精密在2022年的iPhone出货量将显著增长至3000万部–3500万部，并在2023年iPhone出货量超越和硕。从以上数据来看，立讯精密2021年代工比重占整体iPhone订单的4%左右。若公司在2022年下半年取得新款iPhone NPI订单，2022年其代工比重或升至12%左右。2国内电子零部件制造龙头立讯精密于2010年上市，产品主要服务于消费电子、通信及数据中心、汽车电子和医疗等领域。自上市以来，公司营业收入年复合增长率达50%。2020年立讯精密实现营业收入925.01亿元，同比增长47.96%，归母净利润为72.25亿元，同比增长53.28%。从营收结构来看，立讯精密主营产品消费性电子贡献近9成营收。从客户构成来看，拥有苹果、华为两大客户的立讯精密对大客户依赖程度较高。2020年立讯精密前五大客户收入为758.79亿元，同比增长57.56%，占总销售额82.3%，创历史新高。图：立讯精密2020年前5大客户销售情况近年来立讯精密在苹果供应链中的地位逐步提升。2020年以来，立讯精密通过收购纬创资通两家子公司纬创投资（江苏）、纬新资通（昆山），以及投资控股日铠电脑配件有限公司，加快对苹果业务的拓展。中信建投研报表示，立讯精密目前在苹果体系已具备iPhone（昆山纬新）、Apple Watch、Air pods组装订单。零部件方面，公司连接器、无线充电、天线、声学、马达等均为苹果主力供应商，公司通过收购高伟电子布局光学领域，投资日铠电脑进入金属结构件领域，未来增长空间和利润弹性可观。若立讯精密此次顺利拿下iPhone新机组装单，也意味着其“果链一哥”的地位再次得到巩固。IT行业分析师梁振鹏表示，“苹果公司有意扩充自己的供应链中的代工厂家的数量，来减少经营风险。立讯精密之前已经切入了苹果上游一些零部件的供应链，具备为iphone手机代工的能力。尽管这意味着立讯精密对苹果的依赖度逐渐的提高，但是从苹果公司的出货量和营业额来说，企业愿意去冒这个风险。”3素以投资嗅觉最灵敏著称的北上资金上周大幅净买入立讯精密14.69亿元，连续第5周净买入，也是本周净买入最多得个股，增持3435万股，总持股量达5.59亿股，创历史新高，持仓市值也首次突破250亿元。另外值得注意的是，近7天交易日来看，立讯精密更是位居A股外资净买入第一位，买入金额高达22.37亿元。立讯精密经过近段时间的回调，或早有外资进场抄底。文章综合自：证券之星、证券时报、界面新闻","news_type":1},"isVote":1,"tweetType":1,"viewCount":214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":120039117,"gmtCreate":1624287436439,"gmtModify":1703832592546,"author":{"id":"3569541446805658","authorId":"3569541446805658","name":"ChingYee","avatar":"https://static.tigerbbs.com/24687680699c2fdc61d34a41fcba1b8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569541446805658","idStr":"3569541446805658"},"themes":[],"htmlText":"[Miser]&nbsp;","listText":"[Miser]&nbsp;","text":"[Miser]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/120039117","repostId":"2145222082","repostType":2,"isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164861525,"gmtCreate":1624192980367,"gmtModify":1703830413231,"author":{"id":"3569541446805658","authorId":"3569541446805658","name":"ChingYee","avatar":"https://static.tigerbbs.com/24687680699c2fdc61d34a41fcba1b8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569541446805658","idStr":"3569541446805658"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/164861525","repostId":"2144709507","repostType":2,"repost":{"id":"2144709507","kind":"news","pubTimestamp":1624170827,"share":"https://ttm.financial/m/news/2144709507?lang=&edition=fundamental","pubTime":"2021-06-20 14:33","market":"us","language":"zh","title":"一周必读10篇 | 2021年哪里加密独角兽最多？","url":"https://stock-news.laohu8.com/highlight/detail?id=2144709507","media":"金色荐读","summary":"推荐阅读：1.2021年哪里加密独角兽最多？；2.Elon Musk称挖矿使用更多清洁能源后会恢复BTC支付；3.“囤币党”MicroStrategy：要买入更多比特币……","content":"<html><body><div><p><strong>1.2021年哪里加密独角兽最多？</strong></p><p>与2020年相比，2021 年赢得“独角兽”地位的欧洲初创公司数量翻了一番。尽管新冠病毒疫情带来的负面影响仍在继续，但欧洲市场依然诞生了不少年轻公司，其中就包括几家“加密独角兽”，他们都成功吸引了创纪录的风险投资资金支持。点击阅读</p><p><strong>2.Elon Musk称挖矿使用更多清洁能源后会恢复BTC支付</strong></p><p>昨日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO Elon Musk发推称，一旦BTC挖矿减少对碳排放能源的依赖，特斯拉将重新接受BTC支付。Elon Musk表示:“特斯拉如果能够确认矿工使用的能源中有50%是清洁能源，且未来呈积极态势后，将恢复BTC支付。”这推文是为了回应金融服务公司Sygnia CEO Magda Wieryzcka的一篇文章，该文章中指责Elon Musk操纵BTC市场价格。点击阅读</p><p><strong>3.“囤币党”MicroStrategy：要买入更多比特币</strong></p><p>继宣布将用5亿美元垃圾债券发行所得用来购买比特币数小时后，MicroStrategy表示可能会出售股票以收购更多的比特币。在向美国证券交易委员会提交的S-3文件中表示，随着时间的推移，MicroStrategy可能会出售价值10亿美元的股票。在收益的使用方面，MicroStrategy 表示它可能会出于各种原因使用从任何股票销售中收集的资金，包括收购更多的比特币。点击阅读</p><p><strong>4.立即关停! 四川正式开启虚拟货币挖矿项目清退工作</strong></p><p>继新疆、内蒙古、青海、云南相继出台针对虚拟货币挖矿的监管政策后，比特币挖矿大省四川终于出手。这也是自6月2日国家能源局四川监管办公室召开关于虚拟货币“挖矿”有关情况的调研座谈会后的进一步动作。点击阅读</p><p><strong>5.比特币挖矿中美冰火两重天：中国全面禁止 美国24h两家矿企纳斯达克上市</strong></p><p>在中央层面发出“打击比特币挖矿”要求之后，新疆、内蒙古、青海、云南、四川这几个主要比特币矿业分布地出台监管政策清理比特币挖矿。这意味着，大规模的比特币挖矿基本将在中国无立足之地，比特币挖矿在中国冰封。而作为举世瞩目的G2国家，美国有些州正在大规模欢迎比特币矿业。这也许可以带给我们一些参考和启示。点击阅读</p><p><strong>6.迈阿密的比特币野心</strong></p><p>迈阿密一个以海滩闻名的旅游城市正在迅速的转变为一个新的加密商业科技中心。迈阿密市长弗朗西斯·苏亚雷斯（Francis Suarez）发起的比特币运动掀起了新一波潮流，表明他极力支持将迈阿密转变为下一个加密货币城市。点击阅读</p><p><strong>7.与Layer 2差异越来越小？Layer 1区块链发展最全解析</strong></p><p>Layer 1区块链通常可以从代币销售中获得巨额资金，而且也能获得大量支持来与以太坊竞争；不过，市场上现有的工具很难赶上迅速变化的用户需求，目前核心基础设施依然是区块浏览器、钱包、开发者工具、以及（经过测试的）<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>合约代码。 Layer 1区块链能够通过代币激励来吸引用户，但随着 Rollups 提高以太坊的可扩展性，Layer 2和Layer 1之间的差异越来越小。点击阅读</p><p><strong>8.一文了解闪电贷特性、类型及闪电贷攻击解决方案</strong></p><p>DeFi 仍然是一个新兴领域。它的运作方式正在经历许多创新和快速的根本转变。快速的变化，即使是创新的，也常常导致忽视极度脆弱的群体。攻击者将继续探索存在的漏洞，但随着每次事件的发生，随着整个生态系统的发展，预防机制也将变得更加强大。点击阅读</p><p><strong>9.19家上市公司、ETF和信托已持有近7%的比特币</strong></p><p>根据数字资产管理公司 Nickel Digital Asset Management 最近的一项研究显示。持有比特币的 19 家上市公司的总市值超过 1 万亿美元，其中 13 家位于北美，3 家位于欧洲，剩下的分布在土耳其、中国香港和澳大利亚。另外还有 17 家上市公司也已经购买了比特币，但他们不提供有关资金分配的详细信息。点击阅读</p><p><strong>10.Kusama插槽拍卖开始 我们可以期待什么</strong></p><p>据 Kusama 官方消息，经投票通过，Kusama 首个平行链插槽拍卖已启动。千呼万唤始出来，不过在这个“不温不火”的行业背景下，Kusama整个生态可能还是“犹抱琵琶半遮面”。但谁拍卖下插槽，就可能把获得插槽的优势都转化成生态发展的机会。点击阅读</p></div></body></html>","source":"jinse_stock","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>一周必读10篇 | 2021年哪里加密独角兽最多？</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n一周必读10篇 | 2021年哪里加密独角兽最多？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-20 14:33 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.jinse.com/blockchain/1114892.html><strong>金色荐读</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1.2021年哪里加密独角兽最多？与2020年相比，2021 年赢得“独角兽”地位的欧洲初创公司数量翻了一番。尽管新冠病毒疫情带来的负面影响仍在继续，但欧洲市场依然诞生了不少年轻公司，其中就包括几家“加密独角兽”，他们都成功吸引了创纪录的风险投资资金支持。点击阅读2.Elon Musk称挖矿使用更多清洁能源后会恢复BTC支付昨日，特斯拉CEO Elon Musk发推称，一旦BTC挖矿减少对碳排放...</p>\n\n<a href=\"https://www.jinse.com/blockchain/1114892.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://staticn.jinse.com/web/img/868bf8c.svg","relate_stocks":{"CAN":"嘉楠科技","EBON":"亿邦国际","TSLA":"特斯拉"},"source_url":"https://www.jinse.com/blockchain/1114892.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144709507","content_text":"1.2021年哪里加密独角兽最多？与2020年相比，2021 年赢得“独角兽”地位的欧洲初创公司数量翻了一番。尽管新冠病毒疫情带来的负面影响仍在继续，但欧洲市场依然诞生了不少年轻公司，其中就包括几家“加密独角兽”，他们都成功吸引了创纪录的风险投资资金支持。点击阅读2.Elon Musk称挖矿使用更多清洁能源后会恢复BTC支付昨日，特斯拉CEO Elon Musk发推称，一旦BTC挖矿减少对碳排放能源的依赖，特斯拉将重新接受BTC支付。Elon Musk表示:“特斯拉如果能够确认矿工使用的能源中有50%是清洁能源，且未来呈积极态势后，将恢复BTC支付。”这推文是为了回应金融服务公司Sygnia CEO Magda Wieryzcka的一篇文章，该文章中指责Elon Musk操纵BTC市场价格。点击阅读3.“囤币党”MicroStrategy：要买入更多比特币继宣布将用5亿美元垃圾债券发行所得用来购买比特币数小时后，MicroStrategy表示可能会出售股票以收购更多的比特币。在向美国证券交易委员会提交的S-3文件中表示，随着时间的推移，MicroStrategy可能会出售价值10亿美元的股票。在收益的使用方面，MicroStrategy 表示它可能会出于各种原因使用从任何股票销售中收集的资金，包括收购更多的比特币。点击阅读4.立即关停! 四川正式开启虚拟货币挖矿项目清退工作继新疆、内蒙古、青海、云南相继出台针对虚拟货币挖矿的监管政策后，比特币挖矿大省四川终于出手。这也是自6月2日国家能源局四川监管办公室召开关于虚拟货币“挖矿”有关情况的调研座谈会后的进一步动作。点击阅读5.比特币挖矿中美冰火两重天：中国全面禁止 美国24h两家矿企纳斯达克上市在中央层面发出“打击比特币挖矿”要求之后，新疆、内蒙古、青海、云南、四川这几个主要比特币矿业分布地出台监管政策清理比特币挖矿。这意味着，大规模的比特币挖矿基本将在中国无立足之地，比特币挖矿在中国冰封。而作为举世瞩目的G2国家，美国有些州正在大规模欢迎比特币矿业。这也许可以带给我们一些参考和启示。点击阅读6.迈阿密的比特币野心迈阿密一个以海滩闻名的旅游城市正在迅速的转变为一个新的加密商业科技中心。迈阿密市长弗朗西斯·苏亚雷斯（Francis Suarez）发起的比特币运动掀起了新一波潮流，表明他极力支持将迈阿密转变为下一个加密货币城市。点击阅读7.与Layer 2差异越来越小？Layer 1区块链发展最全解析Layer 1区块链通常可以从代币销售中获得巨额资金，而且也能获得大量支持来与以太坊竞争；不过，市场上现有的工具很难赶上迅速变化的用户需求，目前核心基础设施依然是区块浏览器、钱包、开发者工具、以及（经过测试的）智能合约代码。 Layer 1区块链能够通过代币激励来吸引用户，但随着 Rollups 提高以太坊的可扩展性，Layer 2和Layer 1之间的差异越来越小。点击阅读8.一文了解闪电贷特性、类型及闪电贷攻击解决方案DeFi 仍然是一个新兴领域。它的运作方式正在经历许多创新和快速的根本转变。快速的变化，即使是创新的，也常常导致忽视极度脆弱的群体。攻击者将继续探索存在的漏洞，但随着每次事件的发生，随着整个生态系统的发展，预防机制也将变得更加强大。点击阅读9.19家上市公司、ETF和信托已持有近7%的比特币根据数字资产管理公司 Nickel Digital Asset Management 最近的一项研究显示。持有比特币的 19 家上市公司的总市值超过 1 万亿美元，其中 13 家位于北美，3 家位于欧洲，剩下的分布在土耳其、中国香港和澳大利亚。另外还有 17 家上市公司也已经购买了比特币，但他们不提供有关资金分配的详细信息。点击阅读10.Kusama插槽拍卖开始 我们可以期待什么据 Kusama 官方消息，经投票通过，Kusama 首个平行链插槽拍卖已启动。千呼万唤始出来，不过在这个“不温不火”的行业背景下，Kusama整个生态可能还是“犹抱琵琶半遮面”。但谁拍卖下插槽，就可能把获得插槽的优势都转化成生态发展的机会。点击阅读","news_type":1},"isVote":1,"tweetType":1,"viewCount":127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":164860431,"gmtCreate":1624192715423,"gmtModify":1703830409669,"author":{"id":"3569541446805658","authorId":"3569541446805658","name":"ChingYee","avatar":"https://static.tigerbbs.com/24687680699c2fdc61d34a41fcba1b8e","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3569541446805658","idStr":"3569541446805658"},"themes":[],"htmlText":"[Wow]&nbsp;","listText":"[Wow]&nbsp;","text":"[Wow]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/164860431","repostId":"2144701821","repostType":2,"repost":{"id":"2144701821","kind":"news","pubTimestamp":1624179600,"share":"https://ttm.financial/m/news/2144701821?lang=&edition=fundamental","pubTime":"2021-06-20 17:00","market":"sh","language":"zh","title":"北向资金大调仓！大幅加仓2800亿市值苹果龙头股，减仓这些机构重仓股（附名单）","url":"https://stock-news.laohu8.com/highlight/detail?id=2144701821","media":"21世纪经济报道","summary":"大幅加仓2800亿市值苹果龙头股，减仓这些机构重仓股（附名单） 来源：中国证券报本周A股市场震荡调整，上证指数、深证成指、创业板指分别累计下跌1.80%、1.47%、1.80%。本周北向资金对747只股票的持股数增加，对904只股票进行了减仓，其中对立讯精密加仓金额最大。本周持仓市值减少额前十个股均被北向资金减仓，对宝钢股份减仓超1000万股。本周北向资金减仓了贵州茅台、中国中免、中国平安等机构重仓股。","content":"<div>\n<p>原标题：北向资金大调仓！大幅加仓2800亿市值苹果龙头股，减仓这些机构重仓股（附名单） 来源：中国证券报本周A股市场震荡调整，上证指数、深证成指、创业板指分别累计下跌1.80%、1.47%、1.80%。Choice数据显示，本周北向资金大幅调仓，累计净流出50.05亿元，结束连续9周的资金净流入，其中沪股通资金净流出89.79亿元，深股通资金净流入39.74亿元。本周北向资金对747只股票的持股数...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-06-20/doc-ikqcfnca2146371.shtml\">Web Link</a>\n\n</div>\n","source":"sina_symbol","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-06-20/doc-ikqcfnca2146371.shtml><strong>21世纪经济报道</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>原标题：北向资金大调仓！大幅加仓2800亿市值苹果龙头股，减仓这些机构重仓股（附名单） 来源：中国证券报本周A股市场震荡调整，上证指数、深证成指、创业板指分别累计下跌1.80%、1.47%、1.80%。Choice数据显示，本周北向资金大幅调仓，累计净流出50.05亿元，结束连续9周的资金净流入，其中沪股通资金净流出89.79亿元，深股通资金净流入39.74亿元。本周北向资金对747只股票的持股数...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-06-20/doc-ikqcfnca2146371.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/15e20574f8fb568333181d61bb200086","relate_stocks":{"09086":"华夏纳指-U","03086":"华夏纳指","AAPL":"苹果"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/roll/2021-06-20/doc-ikqcfnca2146371.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2144701821","content_text":"原标题：北向资金大调仓！大幅加仓2800亿市值苹果龙头股，减仓这些机构重仓股（附名单） 来源：中国证券报本周A股市场震荡调整，上证指数、深证成指、创业板指分别累计下跌1.80%、1.47%、1.80%。Choice数据显示，本周北向资金大幅调仓，累计净流出50.05亿元，结束连续9周的资金净流入，其中沪股通资金净流出89.79亿元，深股通资金净流入39.74亿元。本周北向资金对747只股票的持股数增加，对904只股票进行了减仓，其中对立讯精密加仓金额最大。北向资金大调仓对26只股票持股增加超1000万股本周北向资金净流出50.05亿元。具体来看，Choice数据显示，6月15日净流出51.54亿元，6月16日净流出4.05亿元，6月17日净流入15.94亿元，6月18日净流出10.40亿元。从北向资金持股情况来看，Choice数据显示，截至6月18日，北向资金持仓市值为2.55万亿元，本周北向资金持仓市值减少638亿元。本周北向资金对747股的持股数增加，对其中26只股票的持股增加数超过1000万股，持股增加数最多的中国联通增加了6907.13万股，对中国中车、TCL科技持股分别增加6302.30万股、3804.46万股。从成交均价和加仓股数来计算，立讯精密为本周北向资金加仓金额最高的个股，本周立讯精密成交均价为39.15元/股，北向资金加仓2250.19万股，加仓金额超过8亿元，截至目前，立讯精密总市值为2797亿元。从市场表现情况来看，本周北向资金持股增加数居前十的股票跌多涨少，涨幅最大的中国化学上涨11.89%，本周获得北向资金增持3144.94万股；跌幅最大的美年健康下跌15.45%，本周获得北向资金增持2720.55万股。本周北向资金持股增加数前十个股从持有流通股比例情况来看，Choice数据显示，本周北向资金对5股的持有流通股比例增加1个百分点以上，其中对佩蒂股份持有流通股比例增加2.13个百分点，对博雅生物、捷佳伟创持有流通股比例分别增加1.35个百分点、1.10个百分点。此外，本周新纳入为沪股通标的中谷物流、斯达半导均被北向资金显著增持，北向资金对这两只股票的持有流通股比例分别增加1.12个百分点、0.83个百分点。从市场表现上来看，本周北向资金流通股比例增加的前十只股票涨跌参半，口子窖涨幅最大，本周上涨18.60%，美年健康跌幅最大。本周北向资金流通股比例增加前十个股从持仓市值变动情况来看，Choice数据显示，本周北向资金对16只股票的持仓市值增加超过5亿元，对科大讯飞、汇川技术、立讯精密持仓市值增加金额居前，分别增加16亿元、15.97亿元、12.76亿元。本周北向资金持仓市值增加额前十的股票中，北向资金对汇川技术、比亚迪减仓，减仓股数分别为91.37万股、85.94万股，其他8只股票被北向资金加仓，其中对立讯精密、上汽集团持股增加数超1000万股。从市场表现上来看，本周北向资金持仓市值增加额前十的股票均上涨，北方华创涨幅最大，在本周五创下历史新高，周涨幅18.87%。本周北向资金持仓市值增加额前十个股北向资金本周减仓904只股票Choice数据显示，本周北向资金共计减仓904只股票，对其中45只股票的减仓股数超过1000万股。减仓股数最多的京东方A被减仓8238.87万股，农业银行、宝钢股份分别被减仓7339.44万股、6115.32万股。从市场表现上来看，本周北向资金减仓股数前十的个股跌多涨少，涨幅最大的京东方A上涨2.94%，跌幅最大的宝钢股份下跌9.00%。本周北向资金减仓股数前十个股从持仓市值变动情况来看，Choice数据显示，本周北向资金对37只股票的持仓市值减少超过5亿元，贵州茅台、中国中免、中国平安持仓市值减少金额居前，分别减少94.62亿元、45.25亿元、38.84亿元。本周持仓市值减少额前十个股均被北向资金减仓，对宝钢股份减仓超1000万股。本周北向资金减仓了贵州茅台、中国中免、中国平安等机构重仓股。从市场表现上看，本周北向资金持仓市值减少额居前的十只个股均下跌，万华化学跌幅最大，下跌9.23%。本周北向资金持仓市值减少额前十个股（编辑：梁宇芳）","news_type":1},"isVote":1,"tweetType":1,"viewCount":85,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}