ReneS personal page - To The Moon

ReneS

ReneS

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05-27

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05-06

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04-27

👍👍🎊👍👍👍👍👍👍👍👍👍👍

@嗷嗷哭:我平倉了2手$U 20240426 25.0 PUT$ ,哎還是太弱勢了，就看財報能不能有所表現了，被行權了

04-27

👍👍🎊👍👍👍👍👍👍👍👍

@TigerClub:[Trade Feed] @Optionspuppy: Generating $500~1K Monthly Income through Premiums & Dividends

04-27

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01-14

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01-13

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01-13

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01-12

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01-11

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01-10

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01-10

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01-09

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01-08

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01-07

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01-07

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01-06

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01-05

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01-04

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01-03

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href=\"https://ttm.financial/U/4140090365269462\">@a4xrbj1</a>:Yes. The big boys can sell in black markets with us retail investors having no chance to see who sells. They have AI led predictions and put their sell trades out, then start the social media/news machine to tell the world what is bad despite an all time high performance in deliveries and production (with multi year CAGR still well&nbsp;above 60%). So yeah, that's how they get the price down and now they will start buying again before us retail investors will try to understand why within days the sentiment for Tesla once again chances. Rinse and repeat, making hundreds of millionsthis way, especially with Tesla which is known for large up and down swings.","listText":"👏👏👏👏👏👏//<a href=\"https://ttm.financial/U/4140090365269462\">@a4xrbj1</a>:Yes. The big boys can sell in black markets with us retail investors having no chance to see who sells. They have AI led predictions and put their sell trades out, then start the social media/news machine to tell the world what is bad despite an all time high performance in deliveries and production (with multi year CAGR still well&nbsp;above 60%). So yeah, that's how they get the price down and now they will start buying again before us retail investors will try to understand why within days the sentiment for Tesla once again chances. Rinse and repeat, making hundreds of millionsthis way, especially with Tesla which is known for large up and down swings.","text":"👏👏👏👏👏👏//@a4xrbj1:Yes. The big boys can sell in black markets with us retail investors having no chance to see who sells. They have AI led predictions and put their sell trades out, then start the social media/news machine to tell the world what is bad despite an all time high performance in deliveries and production (with multi year CAGR still well above 60%). So yeah, that's how they get the price down and now they will start buying again before us retail investors will try to understand why within days the sentiment for Tesla once again chances. Rinse and repeat, making hundreds of millionsthis way, especially with Tesla which is known for large up and down swings.","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":36,"commentSize":31,"repostSize":0,"link":"https://ttm.financial/post/9941745995","repostId":"1151141076","repostType":2,"isVote":1,"tweetType":1,"viewCount":681,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":302866835341472,"gmtCreate":1714961522137,"gmtModify":1714961525095,"author":{"id":"4092828153679120","authorId":"4092828153679120","name":"ReneS","avatar":"https://static.tigerbbs.com/b0e755f17f313cf412632e460f601e4c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092828153679120","authorIdStr":"4092828153679120"},"themes":[],"htmlText":"👌👌👌👌👌👌👌👌","listText":"👌👌👌👌👌👌👌👌","text":"👌👌👌👌👌👌👌👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":31,"commentSize":0,"repostSize":10,"link":"https://ttm.financial/post/302866835341472","isVote":1,"tweetType":1,"viewCount":1806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":299785950552128,"gmtCreate":1714209452462,"gmtModify":1714209455813,"author":{"id":"4092828153679120","authorId":"4092828153679120","name":"ReneS","avatar":"https://static.tigerbbs.com/b0e755f17f313cf412632e460f601e4c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092828153679120","authorIdStr":"4092828153679120"},"themes":[],"htmlText":"👍👍🎊👍👍👍👍👍👍👍👍","listText":"👍👍🎊👍👍👍👍👍👍👍👍","text":"👍👍🎊👍👍👍👍👍👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/299785950552128","repostId":"299426115092480","repostType":1,"repost":{"id":299426115092480,"gmtCreate":1714107835444,"gmtModify":1714114802174,"author":{"id":"3527667671414981","authorId":"3527667671414981","name":"TigerClub","avatar":"https://static.tigerbbs.com/c0f6fba0673df1de1c5c31bb2b4f6d4e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667671414981","authorIdStr":"3527667671414981"},"themes":[],"title":"[Trade Feed] @Optionspuppy: Generating $500~1K Monthly Income through Premiums & Dividends","htmlText":"<a href=\"https://ttm.financial/U/4089501973615070\">@Optionspuppy</a> has long been a Star Contributor in the Tiger Community, consistently providing valuable content. In trading, he primarily focuses on <a href=\"https://ttm.financial/S/QQQM\">$Invesco NASDAQ 100 ETF(QQQM)$</a> , <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> , <a href=\"https://ttm.financial/S/MFC\">$Manulife(MFC)$</a> , <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> , and <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> , and often utilizes the strangle option strategy for dividend stocks to generate income.He exercises caution in position management by keeping half of his available cash in Tiger vault to safeguard against market crashes. Currently, he has achieved a year-t","listText":"<a href=\"https://ttm.financial/U/4089501973615070\">@Optionspuppy</a> has long been a Star Contributor in the Tiger Community, consistently providing valuable content. In trading, he primarily focuses on <a href=\"https://ttm.financial/S/QQQM\">$Invesco NASDAQ 100 ETF(QQQM)$</a> , <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> , <a href=\"https://ttm.financial/S/MFC\">$Manulife(MFC)$</a> , <a href=\"https://ttm.financial/S/GOOG\">$Alphabet(GOOG)$</a> , and <a href=\"https://ttm.financial/S/AAPL\">$Apple(AAPL)$</a> , and often utilizes the strangle option strategy for dividend stocks to generate income.He exercises caution in position management by keeping half of his available cash in Tiger vault to safeguard against market crashes. Currently, he has achieved a year-t","text":"@Optionspuppy has long been a Star Contributor in the Tiger Community, consistently providing valuable content. In trading, he primarily focuses on $Invesco NASDAQ 100 ETF(QQQM)$ , $Palantir Technologies Inc.(PLTR)$ , $Manulife(MFC)$ , $Alphabet(GOOG)$ , and $Apple(AAPL)$ , and often utilizes the strangle option strategy for dividend stocks to generate income.He exercises caution in position management by keeping half of his available cash in Tiger vault to safeguard against market crashes. Currently, he has achieved a 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href=\"https://ttm.financial/OPT/U 20240426 25.0 PUT\">$U 20240426 25.0 PUT$&nbsp;</a>,哎還是太弱勢了，就看財報能不能有所表現了，被行權了","listText":"我平倉了2手<a href=\"https://ttm.financial/OPT/U 20240426 25.0 PUT\">$U 20240426 25.0 PUT$&nbsp;</a>,哎還是太弱勢了，就看財報能不能有所表現了，被行權了","text":"我平倉了2手$U 20240426 25.0 PUT$ 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13:17","market":"hk","language":"zh","title":"手机通信产业年度观察：华为淡出后市场格局重构 手机整体销量不及预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2207806891","media":"每日经济新闻","summary":"回顾2021年，智能手机市场格局重构，华为逐渐淡出，其市场份额被其他几家品牌争夺。这些品牌间的竞争随之加剧，但整体销量不及预期。每日经济新闻联合第三方数据机构CINNO Research，每月持续发布《中国手机通信产业数据观察报告》。报告持续关注三大运营商、手机品牌商、手机供应链最新数据，长期追踪和洞察中国手机通信产业链发展趋势。此外，华为方面逐渐淡出国内前五，其在高、中、低端市场的整体份额从2020年的36%跌至2021年不到10%。","content":"<div>\n<p>记者/可杨 李明会   \n编辑/文多    \n回顾2021年，智能手机市场格局重构，华为逐渐淡出，其市场份额被其他几家品牌争夺。这些品牌间的竞争随之加剧，但整体销量不及预期。\n每日经济新闻联合第三方数据机构CINNO Research，每月持续发布《中国手机通信产业数据观察报告》（简称手机通信产业观察）。报告持续关注三大运营商、手机品牌商、手机供应链最新数据，长期追踪和洞察中国手机通信产业链...</p>\n\n<a href=\"https://tech.sina.cn/t/2022-01-29/detail-ikyamrmz8151061.d.html?vt=4\">Web Link</a>\n\n</div>\n","source":"sina_tech","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>手机通信产业年度观察：华为淡出后市场格局重构 手机整体销量不及预期</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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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手机通信产业年度观察：华为淡出后市场格局重构 手机整体销量不及预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-29 13:17 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.sina.cn/t/2022-01-29/detail-ikyamrmz8151061.d.html?vt=4><strong>每日经济新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>记者/可杨 李明会   \n编辑/文多    \n回顾2021年，智能手机市场格局重构，华为逐渐淡出，其市场份额被其他几家品牌争夺。这些品牌间的竞争随之加剧，但整体销量不及预期。\n每日经济新闻联合第三方数据机构CINNO Research，每月持续发布《中国手机通信产业数据观察报告》（简称手机通信产业观察）。报告持续关注三大运营商、手机品牌商、手机供应链最新数据，长期追踪和洞察中国手机通信产业链...</p>\n\n<a href=\"https://tech.sina.cn/t/2022-01-29/detail-ikyamrmz8151061.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/tech/transform/667/w400h267/20220129/bd03-ceb893d7fedb9feb3bdf59d0d4135abd.jpg/w120h90l50t147a.jpg","relate_stocks":{"BK4023":"应用软件","BK4554":"元宇宙及AR概念","BK1502":"双十一","BK4515":"5G概念","BK4532":"文艺复兴科技持仓","BK1575":"同股不同权","BK1607":"新IT概念","BK4553":"喜马拉雅资本持仓","BK1589":"北水核心资产","BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","01810":"小米集团-W","BK1506":"5G概念","BK4559":"巴菲特持仓","BK4501":"段永平概念","BK4527":"明星科技股","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK1193":"电脑硬件、储存设备及电脑周边","BK1523":"武汉本地概念股","BK4561":"索罗斯持仓","BK1521":"挪威政府全球养老基金持仓","AAPL":"苹果","QCOM":"高通","BK4505":"高瓴资本持仓","BK4512":"苹果概念","BK4170":"电脑硬件、储存设备及电脑周边"},"source_url":"https://tech.sina.cn/t/2022-01-29/detail-ikyamrmz8151061.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2207806891","content_text":"记者/可杨 李明会   \n编辑/文多    \n回顾2021年，智能手机市场格局重构，华为逐渐淡出，其市场份额被其他几家品牌争夺。这些品牌间的竞争随之加剧，但整体销量不及预期。\n每日经济新闻联合第三方数据机构CINNO Research，每月持续发布《中国手机通信产业数据观察报告》（简称手机通信产业观察）。报告持续关注三大运营商、手机品牌商、手机供应链最新数据，长期追踪和洞察中国手机通信产业链发展趋势。在市场剧变的2021年结束之时，特别推出《中国手机通信产业数据观察报告（2021）》。\n数据显示，2021年，我国电信业务收入累计完成1.47万亿元，比上年增长8.0%，实现自2014年来较高增长水平。此外我国5G基站建设持续推进。截至2021年底，我国建成全球最大5G网，覆盖全国所有地级市城区、超过98%的县城城区和80%的乡镇镇区。\n据CINNO Research月度国内手机销量监测数据显示，2021年中国市场智能手机销量约3.14亿部，同比上升3%。\n对此，CINNO Research资深分析师刘雨实对《每日经济新闻》记者表示，虽处于后疫情时代，国内消费市场持续复苏，但2021年智能机市场并没有带来较大幅度的同比增长，市场表现不及预期。\n详细来看，2021年上下半年的市场表现也明显不同于往年。CINNO Research研究显示，上半年淡季不淡，累计销量贡献达全年51.5%，超过五成；而下半年旺季不旺，仅贡献全年48.5%的销量。\n纵观2021年全年，手机销量前三名的厂商分别为OPPO、vivo、苹果，三家总销量占国内智能手机市场份额的54.8%。对此，刘雨实表示，因为国内中低端走量机型占比大，因此OPPO、vivo分列一二位。\n此外，华为方面逐渐淡出国内前五，其在高、中、低端市场的整体份额从2020年的36%跌至2021年不到10%。刘雨实表示，华为退出的高端旗舰市场主要由苹果获得，形成高价位机苹果一家独大局面，中低端市场一部分由独立后的荣耀重新取得，另一部分则由OPPO、vivo、小米三家瓜分。\n\n\n\n\n展望2022年，刘雨实表示，随着疫苗普及、疫情防控常态化、终端消费市场持续复苏、驱动芯片供应趋稳、5G加速渗透、品牌产品价值及竞争力的提升等多因素驱动，预测2022年，中国市场智能机销量有望达3.4亿部左右，同比增长8%。1000~3000元的中低端手机市场是国内贡献销量的主力军，销量占比近五年维持在49%~59%。在高端市场上，2022年，国产品牌的折叠屏产品和高调回归的三星也将争夺市场份额，苹果将很难长久维持销量第一的态势。\n\n\n\n\n芯片方面，联发科、高通、苹果分别位居年度销量榜第一、第二和第三名，联发科同比增长42.5%，增长显著，高通和苹果分别同比增长24.2%和29.9%。位居榜单第四名的华为海思去年销量同比下降68.6%。此前CINNO Research曾表示，在华为海思受困之际，中国手机芯片市场已经演变为联发科和高通的两强之争。\n\n\n\n\n此外，被外界视为华为海思接棒者的紫光展锐2021年全年芯片销售量为880万颗，同比增约10313%，位居第五。\nWind数据显示，A股手机产业概念股83只。截至12月31日，其中达到千亿市值的上市公司有14家，鹏鼎控股进入千亿俱乐部。\n其中，比亚迪（手机部件、组装及其他产品业务收入在2021年上半年占公司营收47.46%）市值最高，去年全年股价上涨38%，截至去年12月末，总市值为7805亿元。立讯精密、工业富联（通信及移动网络设备占主营业务收入58.97%）和京东方A紧随其后，歌尔股份进入前五。\n\n\n\n\n2021年，A股手机产业概念股股价整体上涨明显，年内上涨的有48家。\n在83只概念股中，共达电声去年全年涨幅最大，累计上涨146%，截至去年年末，总市值为64亿元。此外，多氟多去年全年上涨125%左右，截至去年年末，总市值为345亿元。而美格智能涨幅位居第三，上涨116%，截至去年年末，总市值为79亿元。\n在市值Top15的企业中，天赐材料、歌尔股份、三安光电、比亚迪和文泰科技涨幅均超过30%，但蓝思科技、京东方A、鹏鼎控股、立讯精密和工业富联表现欠佳，跌幅均超过10%。\n此外，2021年全年跌幅最大的是南极光，为-66%。\n港股方面，2021年，由于一季度业绩走好，小米最高时曾在二月份一度突破30港元/股，但进入第三季度后，股价下滑。美股方面，苹果今年股价在第四季度达到最高点182.13美元/股，整体上涨35%。\n2021年，我国电信业务收入累计完成1.47万亿元，比上年增长8.0%，实现自2014年来的较高增长水平，增速较上年提高4.1个百分点。\n\n\n\n\n其中，云计算、大数据等新兴业务实现快速增长，对业务拉动作用增强。2021年，云计算、大数据等新兴业务发展加速，实现相关业务收入2225亿元，比上年增长27.8%，在电信业务收入中占比由上年的12.8%提升至15.2%。其中，数据中心、云计算、大数据业务比上年分别增长18.4%、91.5%和35.5%。\n数据及互联网业务依旧是主要收入来源。2021年，固定数据及互联网业务实现收入2601亿元，比上年增长9.3%，在电信业务收入中占比由上年的17.4%提升至17.8%；移动数据及互联网业务实现收入6409亿元，比上年增长3.3%。\n互联网应用对话音业务替代效应持续显现，语音业务收入持续下滑，占比不断缩小。2021年，三家基础电信企业完成固定语音和移动语音业务收入224亿元和1155亿元，比上年分别下降9%和3%，在电信业务收入中总占比9.4%，占比较上年回落1.2个百分点。\n过去一年，信息技术加速赋能传统行业。5G行业应用创新案例超10000个，覆盖工业、医疗等20多个国民经济行业，应用环节从生产辅助环节向核心环节渗透，“5G+工业互联网”的典型应用场景逐步向规模化复制演进。\n截至2021年底，我国蜂窝物联网用户13.99亿户，快速逼近移动电话用户规模，两者差距由2020年的4.58亿户快速缩小至2021年的2.44亿户。物联网终端广泛应用于智慧公共事业、智能制造、智慧交通等领域，这3个重点领域部署的物联网终端分别达3.14亿户、2.54亿户和2.18亿户，终端用户占比分别达22.4%、18.1%、15.6%。\n截至2021年底，我国移动电话用户规模16.43亿户，普及率升至116.3部/百人，高于全球的104.3部/百人。其中，4G和5G用户分别达到10.69亿户和3.55亿户，两者在移动电话用户数中合计占比达86.7%。\n5G套餐方面，2021年，中国移动5G套餐用户全年累计净增2.22亿户，渗透率达到40.42%。中国电信5G用户全年累计净增约1.01亿户，渗透率达50.54%。中国联通移动5G套餐用户累计达到1.55亿户，5G套餐用户渗透率达到48.85%。\n5G基站建设持续推进。截至2021年底，我国累计建成并开通5G基站142.5万个，建成全球最大5G网，实现覆盖全国所有地级市城区、超过98%的县城城区和80%的乡镇镇区，并逐步向有条件、有需求的农村地区逐步推进。我国5G基站总量占全球60%以上；每万人拥有5G基站数达到10.1个，比上年末提高近1倍。全年5G投资1849亿元，占电信固定资产投资比达45.6%。\n流量方面，2021年，移动互联网流量快速增长,月户均流量（DOU）创新高。2021年，移动互联网接入流量达2216亿GB，比上年增长33.9%。全年移动互联网月户均流量（DOU）达13.36GB/户•月，比上年增长29.2%；12月当月DOU达14.72GB/户，创历史新高。其中，手机上网流量达到2125亿GB，比上年增长35.5%，在移动互联网总流量中占比为95.9%。\n\n\n\n\n受疫情影响，用户对网上购物、在线办公等移动互联网应用的依赖加深。2020年、2021年我国移动互联网用户占移动电话用户的比重分别为84.8%和86.2%，渗透率分别较上年提高了2.3个和1.4个百分点，此前2016年~2019年渗透率基本稳定在80%~82%区间。\n得益于手机终端功能提升、网络持续提速，短视频、网络直播等大流量应用场景更丰富，移动流量消费潜力进一步释放。从增速看，在2016~2020年移动互联网流量的5年平均增速高达109%的基数下，仍实现33.9%的较高增速；从总量看，2021年移动流量消费是2016年的23.6倍。","news_type":1},"isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940883620,"gmtCreate":1677810434661,"gmtModify":1677810437491,"author":{"id":"4092828153679120","authorId":"4092828153679120","name":"ReneS","avatar":"https://static.tigerbbs.com/b0e755f17f313cf412632e460f601e4c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092828153679120","authorIdStr":"4092828153679120"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/.DJI\">$道琼斯(.DJI)$&nbsp;</a>👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏","listText":"<a href=\"https://ttm.financial/S/.DJI\">$道琼斯(.DJI)$&nbsp;</a>👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏","text":"$道琼斯(.DJI)$ 👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/9940883620","isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099465369,"gmtCreate":1643415390556,"gmtModify":1676533817551,"author":{"id":"4092828153679120","authorId":"4092828153679120","name":"ReneS","avatar":"https://static.tigerbbs.com/b0e755f17f313cf412632e460f601e4c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092828153679120","authorIdStr":"4092828153679120"},"themes":[],"htmlText":"👌👌👌👌","listText":"👌👌👌👌","text":"👌👌👌👌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099465369","repostId":"9090049620","repostType":1,"repost":{"id":9090049620,"gmtCreate":1643042065649,"gmtModify":1676533768097,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667620927015","authorIdStr":"3527667620927015"},"themes":[],"title":"Weekly Earnings Calendar (Jan 24-28)","htmlText":"Since the start of the year, investors have been concerned that fast rising interest rates might hurt corporate profits and dampen demand for risky investments like stocks. A string of disappointing earnings reports recently from companies as varied as&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/NFLX\">$Netflix(NFLX)$</a> , <a target=\"_blank\" href=\"https://laohu8.com/S/AAL\">$American Airlines(AAL)$</a> and <a target=\"_blank\" href=\"https://laohu8.com/S/GS\">$Goldman Sachs(GS)$</a> only made matters worse.Check out our earnings calendar for the upcoming week. A number of big companies will report earnings in the week ahead, including&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> , <a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$&lt;</a>","listText":"Since the start of the year, investors have been concerned that fast rising interest rates might hurt corporate profits and dampen demand for risky investments like stocks. A string of disappointing earnings reports recently from companies as varied as&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/NFLX\">$Netflix(NFLX)$</a> , <a target=\"_blank\" href=\"https://laohu8.com/S/AAL\">$American Airlines(AAL)$</a> and <a target=\"_blank\" href=\"https://laohu8.com/S/GS\">$Goldman Sachs(GS)$</a> only made matters worse.Check out our earnings calendar for the upcoming week. A number of big companies will report earnings in the week ahead, including&nbsp;<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$Tesla Motors(TSLA)$</a> , <a target=\"_blank\" href=\"https://laohu8.com/S/MSFT\">$Microsoft(MSFT)$&lt;</a>","text":"Since the start of the year, investors have been concerned that fast rising interest rates might hurt corporate profits and dampen demand for risky investments like stocks. A string of disappointing earnings reports recently from companies as varied as $Netflix(NFLX)$ , $American Airlines(AAL)$ and $Goldman Sachs(GS)$ only made matters worse.Check out our earnings calendar for the upcoming week. A number of big companies will report earnings in the week ahead, including $Tesla Motors(TSLA)$ , $Microsoft(MSFT)$<","images":[{"img":"https://static.tigerbbs.com/b90a1616d8a1128dcfc40dcd43d4509a","width":"1878","height":"2016"},{"img":"https://static.tigerbbs.com/d6ccded1dd519963e0b18cabbebb709b","width":"926","height":"720"},{"img":"https://static.tigerbbs.com/7277c18ccb1f77abe2ae731ec25750c9","width":"1080","height":"1580"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090049620","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":391,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099639871,"gmtCreate":1643340788495,"gmtModify":1676533807997,"author":{"id":"4092828153679120","authorId":"4092828153679120","name":"ReneS","avatar":"https://static.tigerbbs.com/b0e755f17f313cf412632e460f601e4c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092828153679120","authorIdStr":"4092828153679120"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099639871","repostId":"605305908","repostType":1,"repost":{"id":605305908,"gmtCreate":1639108257452,"gmtModify":1676532237720,"author":{"id":"4098487669456430","authorId":"4098487669456430","name":"一财网","avatar":"https://static.tigerbbs.com/ee95e31b1e72429334fefef0f2ae8310","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4098487669456430","authorIdStr":"4098487669456430"},"themes":[],"title":"日本股市上漲，截至收盤日經225指數上漲1.42%","htmlText":"日本股市在星期三收高，其中造紙業和紙漿、鐵路和客車和房地產等上漲的板塊帶領股指走高。日本東京收盤時，日經225指數漲1.42%。日經225指數中表現最好的股票爲Chugai Pharmaceutical Co., Ltd. ，上漲6.78%（246.0點），收盤報價爲3874.0。同時，Taiyo Yuden Co., Ltd. 上漲了5.14%（320.0點），收於6550.0；發那科公司漲4.06%（955.0 點），尾盤收報24500.0。盤面表現最弱的股票爲三井不動產 ，下跌3.69%（93.5點）， 收盤報於2443.0。住友不動產下跌3.18%（116.0點），收於3528.0；TOTO Ltd.收盤時跌2.68%（150.0點），報價5450.0。東京證券交易所2170只個股上漲，數量上超過收低個股數——1392，同時205只股票未漲未跌，基本持平。用來衡量日經225指數期權隱含波動率的Nikkei Volatility保持不變0%至28.94。好啦，這次的分享就到這裏，我們下期再見！歡迎在評論區補充和留言。","listText":"日本股市在星期三收高，其中造紙業和紙漿、鐵路和客車和房地產等上漲的板塊帶領股指走高。日本東京收盤時，日經225指數漲1.42%。日經225指數中表現最好的股票爲Chugai Pharmaceutical Co., Ltd. ，上漲6.78%（246.0點），收盤報價爲3874.0。同時，Taiyo Yuden Co., Ltd. 上漲了5.14%（320.0點），收於6550.0；發那科公司漲4.06%（955.0 點），尾盤收報24500.0。盤面表現最弱的股票爲三井不動產 ，下跌3.69%（93.5點）， 收盤報於2443.0。住友不動產下跌3.18%（116.0點），收於3528.0；TOTO Ltd.收盤時跌2.68%（150.0點），報價5450.0。東京證券交易所2170只個股上漲，數量上超過收低個股數——1392，同時205只股票未漲未跌，基本持平。用來衡量日經225指數期權隱含波動率的Nikkei Volatility保持不變0%至28.94。好啦，這次的分享就到這裏，我們下期再見！歡迎在評論區補充和留言。","text":"日本股市在星期三收高，其中造紙業和紙漿、鐵路和客車和房地產等上漲的板塊帶領股指走高。日本東京收盤時，日經225指數漲1.42%。日經225指數中表現最好的股票爲Chugai Pharmaceutical Co., Ltd. ，上漲6.78%（246.0點），收盤報價爲3874.0。同時，Taiyo Yuden Co., Ltd. 上漲了5.14%（320.0點），收於6550.0；發那科公司漲4.06%（955.0 點），尾盤收報24500.0。盤面表現最弱的股票爲三井不動產 ，下跌3.69%（93.5點）， 收盤報於2443.0。住友不動產下跌3.18%（116.0點），收於3528.0；TOTO Ltd.收盤時跌2.68%（150.0點），報價5450.0。東京證券交易所2170只個股上漲，數量上超過收低個股數——1392，同時205只股票未漲未跌，基本持平。用來衡量日經225指數期權隱含波動率的Nikkei Volatility保持不變0%至28.94。好啦，這次的分享就到這裏，我們下期再見！歡迎在評論區補充和留言。","images":[{"img":"https://static.tigerbbs.com/6f4104882969350a156765290a423c23"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/605305908","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9099119334,"gmtCreate":1643319358652,"gmtModify":1676533802354,"author":{"id":"4092828153679120","authorId":"4092828153679120","name":"ReneS","avatar":"https://static.tigerbbs.com/b0e755f17f313cf412632e460f601e4c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092828153679120","authorIdStr":"4092828153679120"},"themes":[],"htmlText":"Good👍👍👍👍","listText":"Good👍👍👍👍","text":"Good👍👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9099119334","repostId":"9090104896","repostType":1,"repost":{"id":9090104896,"gmtCreate":1643106474739,"gmtModify":1676533774428,"author":{"id":"3583840274741451","authorId":"3583840274741451","name":"R3dW0p","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3583840274741451","authorIdStr":"3583840274741451"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>at this point, doesn't really matter to me anymore. They short it to $1 I'll still hold it.&nbsp;","listText":"<a href=\"https://ttm.financial/S/AMC\">$AMC Entertainment(AMC)$</a>at this point, doesn't really matter to me anymore. They short it to $1 I'll still hold it.&nbsp;","text":"$AMC Entertainment(AMC)$at this point, doesn't really matter to me anymore. They short it to $1 I'll still hold it.","images":[{"img":"https://static.itradeup.com/news/4b74fcb496b7da14764df50f25646b82","width":"1080","height":"1920"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9090104896","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":881126855,"gmtCreate":1631318625577,"gmtModify":1676530526152,"author":{"id":"4092828153679120","authorId":"4092828153679120","name":"ReneS","avatar":"https://static.tigerbbs.com/b0e755f17f313cf412632e460f601e4c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092828153679120","authorIdStr":"4092828153679120"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/881126855","repostId":"889819776","repostType":1,"repost":{"id":889819776,"gmtCreate":1631138177795,"gmtModify":1676530475339,"author":{"id":"3572914809308233","authorId":"3572914809308233","name":"raidou","avatar":"https://static.tigerbbs.com/d897c7c5c5ab650d7cee80180e68677f","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3572914809308233","authorIdStr":"3572914809308233"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>&nbsp; Coming into Wednesday, NIO stock was down about 17% so far in 2021, which isn't entirely a surprise. Shares are up about 140% over the past 12 months and rose more than 1,100% in 2020.Noooo! Oh well time to buy the dip","listText":"<a href=\"https://laohu8.com/S/NIO\">$NIO Inc.(NIO)$</a>&nbsp; Coming into Wednesday, NIO stock was down about 17% so far in 2021, which isn't entirely a surprise. Shares are up about 140% over the past 12 months and rose more than 1,100% in 2020.Noooo! Oh well time to buy the dip","text":"$NIO Inc.(NIO)$ Coming into Wednesday, NIO stock was down about 17% so far in 2021, which isn't entirely a surprise. Shares are up about 140% over the past 12 months and rose more than 1,100% in 2020.Noooo! Oh well time to buy the dip","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/889819776","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":817373927,"gmtCreate":1630913676169,"gmtModify":1676530419171,"author":{"id":"4092828153679120","authorId":"4092828153679120","name":"ReneS","avatar":"https://static.tigerbbs.com/b0e755f17f313cf412632e460f601e4c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092828153679120","authorIdStr":"4092828153679120"},"themes":[],"htmlText":"???????????????????????????????????????????????????????????????????????????????????????","listText":"???????????????????????????????????????????????????????????????????????????????????????","text":"???????????????????????????????????????????????????????????????????????????????????????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/817373927","repostId":"811097207","repostType":1,"repost":{"id":811097207,"gmtCreate":1630275589809,"gmtModify":1676530252471,"author":{"id":"3559581955535845","authorId":"3559581955535845","name":"koolgal","avatar":"https://static.tigerbbs.com/c05274d88ffc0434623e57350c52c70a","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3559581955535845","authorIdStr":"3559581955535845"},"themes":[],"htmlText":"Will Capitaland stock price increase this week?&nbsp; Last trading day is Friday 3 September and new company Capitaland Investment will then be listed on 16 September.&nbsp; I am really excited and look forward to collecting my angpow??????","listText":"Will Capitaland stock price increase this week?&nbsp; Last trading day is Friday 3 September and new company Capitaland Investment will then be listed on 16 September.&nbsp; I am really excited and look forward to collecting my angpow??????","text":"Will Capitaland stock price increase this week? Last trading day is Friday 3 September and new company Capitaland Investment will then be listed on 16 September. I am really excited and look forward to collecting my angpow??????","images":[{"img":"https://static.tigerbbs.com/03323d23c93ce204f609850a9376e2e2","width":"1080","height":"3444"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/811097207","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":817346714,"gmtCreate":1630913222238,"gmtModify":1676530418955,"author":{"id":"4092828153679120","authorId":"4092828153679120","name":"ReneS","avatar":"https://static.tigerbbs.com/b0e755f17f313cf412632e460f601e4c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092828153679120","authorIdStr":"4092828153679120"},"themes":[],"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/817346714","repostId":"1107219157","repostType":2,"repost":{"id":"1107219157","kind":"news","pubTimestamp":1630911124,"share":"https://ttm.financial/m/news/1107219157?lang=&edition=fundamental","pubTime":"2021-09-06 14:52","market":"us","language":"zh","title":"苹果AR/VR芯片曝光，仍由台积电代工","url":"https://stock-news.laohu8.com/highlight/detail?id=1107219157","media":"36氪","summary":"AR/VR市场持续火热，苹果紧跟风潮。\n近期，苹果首款AR/VR头显定制芯片SoC的相关细节浮出水面。\n据The Information独家报道，苹果在去年就完成片上系统（SoC）等芯片研发工作，该S","content":"<p>AR/VR市场持续火热，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>紧跟风潮。</p>\n<p>近期，苹果首款AR/VR头显定制芯片SoC的相关细节浮出水面。</p>\n<p>据The Information独家报道，苹果在去年就完成片上系统（SoC）等芯片研发工作，该SoC没有内置AI加速模块。苹果芯片拥有比第三方SoC更强的性能，包括更好的无线数据传输、压缩、解压缩能力和更高能效。</p>\n<p>报道称，苹果委由<a href=\"https://laohu8.com/S/TSM\">台积电</a>5nm先进制程生产AR / VR设备芯片，除了主控芯片外，还有2颗内置芯片，总计3颗芯片都完成设计定稿，预计不久后将开始试产。其功能主要为无线数据传输功能最佳化、压缩及解压缩影片，并提供最大电池能源效率。搭载此芯片的AR / VR 头戴式设备，将与AppleWatch相似，要与iPhone 或其他苹果装置连结，功能才能完整解锁。</p>\n<p>根据此前消息，其头显最早将于明年发布，不过苹果可能会将发布时间进一步推迟。</p>\n<p>据爆料，SoC采用台积电的5nm制程工艺，在性能上，该SoC没有内置AI引擎的加速模块，尽管不如iPhone、iPad、Macbook上的SoC强大，缺少人工智能和机器学习能力，但该SoC旨在头显和主机之间优化无线数据传输、视频压缩、解压缩和电源效率，来最大限度地延长电池使用时间。</p>\n<p>除此以外，该芯片能与主机设备进行无线通信，主机设备可能是手机、电脑或平板电脑。通过这样的方式，主机能够处理显示虚拟现实（VR）、混合现实（MR）和增强现实（AR）图像所需的更强计算能力。</p>\n<p>在视觉呈现方面，据The Information报道，苹果的CMOS（图像传感器） “异常大”，尺寸接近一个头显镜头，以从用户周围环境中捕捉到高分辨率的图像数据用于AR技术。此前业内媒体预计苹果头显将使用超高分辨率 8K 显示器，没有任何“纱窗效应”，能够提供更强大的视觉效果。</p>\n<p>消息人士透露，苹果设计的AR/VR芯片，仍将交由芯片代工合作伙伴台积电代工，大规模生产预计在一年以后。</p>\n<p>今年早些时候，苹果的VR设备被曝将拥有超高分辨率显示器和先进的眼球追踪技术，并将由内部设计的芯片来驱动，有相关人士表示，苹果AR / VR 头戴式耳机将于2022 年第二季推出，有望成为苹果开发AR/VR相关产品的前奏曲。台系相关供应链厂商或能直接受惠，AR / VR 头戴式设备价格可能达1,000 美元。《The Information》还指出，苹果推出新款AR / VR 头戴式设备后，最快2023 年还会发表AR 眼镜。</p>\n<p>尽管苹果此番对AR/VR市场进行了着重布局，但当前芯片短缺问题仍是痛点所在。知情人士称，台积电一直难以生产出没有缺陷的CMOS图像传感器，试产期间产量很低，如果没有第三方制造出能够处理头显超高分辨率显示的芯片，苹果可能不得不从头开始设计显示驱动程序。</p>\n<p>可以看到的是，AR/VR产业市场渗透率正加速提高，未来，随着硬件、内容方面的痛点被解决，AR/VR产业或将迎来爆发性增长。</p>","source":"36k","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AR/VR芯片曝光，仍由台积电代工</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AR/VR芯片曝光，仍由台积电代工\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-06 14:52 北京时间&nbsp;&nbsp;&nbsp;<a href=https://36kr.com/p/1386543315975301><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AR/VR市场持续火热，苹果紧跟风潮。\n近期，苹果首款AR/VR头显定制芯片SoC的相关细节浮出水面。\n据The Information独家报道，苹果在去年就完成片上系统（SoC）等芯片研发工作，该SoC没有内置AI加速模块。苹果芯片拥有比第三方SoC更强的性能，包括更好的无线数据传输、压缩、解压缩能力和更高能效。\n报道称，苹果委由台积电5nm先进制程生产AR / VR设备芯片，除了主控芯片外，...</p>\n\n<a href=\"https://36kr.com/p/1386543315975301\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/40ec3def981bd8ed848cbde61f044f04","relate_stocks":{"159813":"芯片","03145":"华夏亚洲高息股","EWT":"台湾ETF-iShares MSCI","TSM":"台积电","AAPL":"苹果"},"source_url":"https://36kr.com/p/1386543315975301","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107219157","content_text":"AR/VR市场持续火热，苹果紧跟风潮。\n近期，苹果首款AR/VR头显定制芯片SoC的相关细节浮出水面。\n据The Information独家报道，苹果在去年就完成片上系统（SoC）等芯片研发工作，该SoC没有内置AI加速模块。苹果芯片拥有比第三方SoC更强的性能，包括更好的无线数据传输、压缩、解压缩能力和更高能效。\n报道称，苹果委由台积电5nm先进制程生产AR / VR设备芯片，除了主控芯片外，还有2颗内置芯片，总计3颗芯片都完成设计定稿，预计不久后将开始试产。其功能主要为无线数据传输功能最佳化、压缩及解压缩影片，并提供最大电池能源效率。搭载此芯片的AR / VR 头戴式设备，将与AppleWatch相似，要与iPhone 或其他苹果装置连结，功能才能完整解锁。\n根据此前消息，其头显最早将于明年发布，不过苹果可能会将发布时间进一步推迟。\n据爆料，SoC采用台积电的5nm制程工艺，在性能上，该SoC没有内置AI引擎的加速模块，尽管不如iPhone、iPad、Macbook上的SoC强大，缺少人工智能和机器学习能力，但该SoC旨在头显和主机之间优化无线数据传输、视频压缩、解压缩和电源效率，来最大限度地延长电池使用时间。\n除此以外，该芯片能与主机设备进行无线通信，主机设备可能是手机、电脑或平板电脑。通过这样的方式，主机能够处理显示虚拟现实（VR）、混合现实（MR）和增强现实（AR）图像所需的更强计算能力。\n在视觉呈现方面，据The Information报道，苹果的CMOS（图像传感器） “异常大”，尺寸接近一个头显镜头，以从用户周围环境中捕捉到高分辨率的图像数据用于AR技术。此前业内媒体预计苹果头显将使用超高分辨率 8K 显示器，没有任何“纱窗效应”，能够提供更强大的视觉效果。\n消息人士透露，苹果设计的AR/VR芯片，仍将交由芯片代工合作伙伴台积电代工，大规模生产预计在一年以后。\n今年早些时候，苹果的VR设备被曝将拥有超高分辨率显示器和先进的眼球追踪技术，并将由内部设计的芯片来驱动，有相关人士表示，苹果AR / VR 头戴式耳机将于2022 年第二季推出，有望成为苹果开发AR/VR相关产品的前奏曲。台系相关供应链厂商或能直接受惠，AR / VR 头戴式设备价格可能达1,000 美元。《The Information》还指出，苹果推出新款AR / VR 头戴式设备后，最快2023 年还会发表AR 眼镜。\n尽管苹果此番对AR/VR市场进行了着重布局，但当前芯片短缺问题仍是痛点所在。知情人士称，台积电一直难以生产出没有缺陷的CMOS图像传感器，试产期间产量很低，如果没有第三方制造出能够处理头显超高分辨率显示的芯片，苹果可能不得不从头开始设计显示驱动程序。\n可以看到的是，AR/VR产业市场渗透率正加速提高，未来，随着硬件、内容方面的痛点被解决，AR/VR产业或将迎来爆发性增长。","news_type":1},"isVote":1,"tweetType":1,"viewCount":152,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092828153679120","authorId":"4092828153679120","name":"ReneS","avatar":"https://static.tigerbbs.com/b0e755f17f313cf412632e460f601e4c","crmLevel":2,"crmLevelSwitch":0,"idStr":"4092828153679120","authorIdStr":"4092828153679120"},"content":"????????????????????????????????????????????????????????????????????????????????????????????????????","text":"????????????????????????????????????????????????????????????????????????????????????????????????????","html":"????????????????????????????????????????????????????????????????????????????????????????????????????"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":811391903,"gmtCreate":1630287928002,"gmtModify":1676530257443,"author":{"id":"4092828153679120","authorId":"4092828153679120","name":"ReneS","avatar":"https://static.tigerbbs.com/b0e755f17f313cf412632e460f601e4c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092828153679120","authorIdStr":"4092828153679120"},"themes":[],"htmlText":"Good","listText":"Good","text":"Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/811391903","repostId":"1134999917","repostType":2,"isVote":1,"tweetType":1,"viewCount":165,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950864172,"gmtCreate":1672722154196,"gmtModify":1676538725569,"author":{"id":"4092828153679120","authorId":"4092828153679120","name":"ReneS","avatar":"https://static.tigerbbs.com/b0e755f17f313cf412632e460f601e4c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092828153679120","authorIdStr":"4092828153679120"},"themes":[],"htmlText":"👏👏👏👏👏👏👏👏👏","listText":"👏👏👏👏👏👏👏👏👏","text":"👏👏👏👏👏👏👏👏👏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950864172","isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9950991544,"gmtCreate":1672632268589,"gmtModify":1676538713860,"author":{"id":"4092828153679120","authorId":"4092828153679120","name":"ReneS","avatar":"https://static.tigerbbs.com/b0e755f17f313cf412632e460f601e4c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092828153679120","authorIdStr":"4092828153679120"},"themes":[],"htmlText":"👌👌👌👌👌👌👌🤣","listText":"👌👌👌👌👌👌👌🤣","text":"👌👌👌👌👌👌👌🤣","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9950991544","isVote":1,"tweetType":1,"viewCount":54,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9046852734,"gmtCreate":1656334213328,"gmtModify":1676535807656,"author":{"id":"4092828153679120","authorId":"4092828153679120","name":"ReneS","avatar":"https://static.tigerbbs.com/b0e755f17f313cf412632e460f601e4c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092828153679120","authorIdStr":"4092828153679120"},"themes":[],"htmlText":"good","listText":"good","text":"good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9046852734","repostId":"1185208981","repostType":2,"isVote":1,"tweetType":1,"viewCount":293,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}