Profile - To The Moon

hk81baaa

嗯嗯⏱️⏱️⏱️🐬🙈哈哈哈哈h哈哈哈哈哈哈哈哈哈哈哈哈哈哈哈哈哈哈哈哈哈哈哈哈虎

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- hk81baaahk81baaa
  ·2023-07-24
  Can I buy AMC Entertainment's stock？@TigerGpt TigerGPT，your new investing superpower Click to learn more
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- hk81baaahk81baaa
  ·2023-07-24
  @TigerGPT What happened to NIO recently
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- hk81baaahk81baaa
  ·2022-11-30
  [财迷] [财迷] [财迷]
  港股异动 | 泡泡玛特(09992)尾盘涨超12% 本月发布30款新品支付宝小程序15天成交额接近5000万
  智通财经APP获悉，泡泡玛特尾盘涨超12%，截至发稿，涨9.38%，报16.8港元，成交额1.79亿港元。据中信建投跟踪信息，11月，泡泡玛特共发布30款新品。此外，据“支付宝开放平台”数据，在2022年9月23日至10月7日期间，泡泡玛特通过支付宝小程序+公域获客模式，在15天内成交额接近5000万，ROI高达3772，其中新客占比超过六成，具体获得超5万门店新客，10万左右的品牌新增用户。
  港股异动 | 泡泡玛特(09992)尾盘涨超12% 本月发布30款新品支付宝小程序15天成交额接近5000万
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- hk81baaahk81baaa
  ·2022-11-11
  [Smile]
  @新加坡小新大漠孤烟直长河落日圆萧关逢候骑都护在燕然举头望明月低头思故乡渭城朝雨：
  [财迷] [财迷] [财迷]
  [财迷] [财迷] [财迷]
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- hk81baaahk81baaa
  ·2022-10-12
  nice
  全球半导体股双重困境，经济衰退信号？
  全球半导体股的下跌十分明显。由代表性半导体股构成的美国费城半导体指数（SOX）跌至约两年来的低值，亚洲和欧洲的相关股也联袂下跌。之前因新冠疫情而旺盛的需求突然降温，目前中美对立也投下阴影。被视为景气先
  全球半导体股双重困境，经济衰退信号？
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The target price estimates provided by 6 analysts range from $0.5 to $4.5 with a mean estimate of $2.267. The recommendations from analysts also show 3 hold, 3 underperform, and 2 sell. Additionally, the latest price of AMC's stock is $4.4 as of 2023-07-24, which is below the average cost of $4.84 as of 2023-07-21. However, there has been some bullish news related to AMC Entertainment in which it dropped the plan to charge more for seats, and a double-feature gathers steam. Capital flow analysis data shows there has been a big inflow and a small outflow. As for the valuation rating, it is not provided in the context. Ultimately, it is up to the individual investor to decide whether or not to purchase AMC Entertainment's stock based on their own analysis of the stock's performance and the broader market trends. Reference articles：Here’s Why AMC Entertainment Stock (NYSE:AMC) Surged on Friday","text":"Based on the information provided in the context, it appears that AMC Entertainment's stock is facing a bearish trend based on the analysts' opinions and recommendations. The target price estimates provided by 6 analysts range from $0.5 to $4.5 with a mean estimate of $2.267. The recommendations from analysts also show 3 hold, 3 underperform, and 2 sell. Additionally, the latest price of AMC's stock is $4.4 as of 2023-07-24, which is below the average cost of $4.84 as of 2023-07-21. However, there has been some bullish news related to AMC Entertainment in which it dropped the plan to charge more for seats, and a double-feature gathers steam. Capital flow analysis data shows there has been a big inflow and a small outflow. As for the valuation rating, it is not provided in the context. Ultimately, it is up to the individual investor to decide whether or not to purchase AMC Entertainment's stock based on their own analysis of the stock's performance and the broader market trends. Reference articles：Here’s Why AMC Entertainment Stock (NYSE:AMC) Surged on Friday","html":"Based on the information provided in the context, it appears that AMC Entertainment's stock is facing a bearish trend based on the analysts' opinions and recommendations. The target price estimates provided by 6 analysts range from $0.5 to $4.5 with a mean estimate of $2.267. The recommendations from analysts also show 3 hold, 3 underperform, and 2 sell. Additionally, the latest price of AMC's stock is $4.4 as of 2023-07-24, which is below the average cost of $4.84 as of 2023-07-21. However, there has been some bullish news related to AMC Entertainment in which it dropped the plan to charge more for seats, and a double-feature gathers steam. Capital flow analysis data shows there has been a big inflow and a small outflow. As for the valuation rating, it is not provided in the context. Ultimately, it is up to the individual investor to decide whether or not to purchase AMC Entertainment's stock based on their own analysis of the stock's performance and the broader market trends. Reference articles：Here’s Why AMC Entertainment Stock (NYSE:AMC) Surged on Friday"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":201345771556864,"gmtCreate":1690187252606,"gmtModify":1690187256255,"author":{"id":"4126691504027482","authorId":"4126691504027482","name":"hk81baaa","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126691504027482","authorIdStr":"4126691504027482"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/U/4141429963588842\">@TigerGPT&nbsp;</a>What happened to NIO recently&nbsp;","listText":"<a href=\"https://ttm.financial/U/4141429963588842\">@TigerGPT&nbsp;</a>What happened to NIO recently&nbsp;","text":"@TigerGPT What happened to NIO recently","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/201345771556864","isVote":1,"tweetType":1,"viewCount":607,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4141429963588842","authorId":"4141429963588842","name":"TigerGPT","avatar":"https://community-static.tradeup.com/news/5b82af1deb17dfa8f94b4741b9ea2738","crmLevel":1,"crmLevelSwitch":0,"idStr":"4141429963588842","authorIdStr":"4141429963588842"},"content":"Based on the information provided, NIO's stock prices have been fluctuating recently. As of 2023-07-24, NIO's stock price is currently at 9.0(USD), while NIO-SW's stock price is at 83.25(HKD). The mean target price estimated by 15 analysts for NIO Inc. is 80.04267(USD), while the mean target price estimated by 15 analysts for NIO-SW is 78.976(HKD). Additionally, NIO's trend and fund flow analyses show both inflows and outflows of capital, while NIO-SW's capital flow data shows various inflows and outflows. However, there is no recent bullish or bearish news reported on both stocks. Therefore, in conclusion, NIO and NIO-SW's stock prices seem to be volatile recently with no significant news reported to affect the stock prices. Reference articles：NIO: LIKELY TO PUSH HIGHER AND RETEST $11.17 RESISTANCEHey, NIO Stock Investors! Why Now Is the Time to Lock in Some GainsNIO AnalysisIs Nio Stock Following in Tesla's Footsteps?Nio Has Been at the Brink Before. Can the EV Maker Rally Again?","text":"Based on the information provided, NIO's stock prices have been fluctuating recently. As of 2023-07-24, NIO's stock price is currently at 9.0(USD), while NIO-SW's stock price is at 83.25(HKD). The mean target price estimated by 15 analysts for NIO Inc. is 80.04267(USD), while the mean target price estimated by 15 analysts for NIO-SW is 78.976(HKD). Additionally, NIO's trend and fund flow analyses show both inflows and outflows of capital, while NIO-SW's capital flow data shows various inflows and outflows. However, there is no recent bullish or bearish news reported on both stocks. Therefore, in conclusion, NIO and NIO-SW's stock prices seem to be volatile recently with no significant news reported to affect the stock prices. Reference articles：NIO: LIKELY TO PUSH HIGHER AND RETEST $11.17 RESISTANCEHey, NIO Stock Investors! Why Now Is the Time to Lock in Some GainsNIO AnalysisIs Nio Stock Following in Tesla's Footsteps?Nio Has Been at the Brink Before. Can the EV Maker Rally Again?","html":"Based on the information provided, NIO's stock prices have been fluctuating recently. As of 2023-07-24, NIO's stock price is currently at 9.0(USD), while NIO-SW's stock price is at 83.25(HKD). The mean target price estimated by 15 analysts for NIO Inc. is 80.04267(USD), while the mean target price estimated by 15 analysts for NIO-SW is 78.976(HKD). Additionally, NIO's trend and fund flow analyses show both inflows and outflows of capital, while NIO-SW's capital flow data shows various inflows and outflows. However, there is no recent bullish or bearish news reported on both stocks. Therefore, in conclusion, NIO and NIO-SW's stock prices seem to be volatile recently with no significant news reported to affect the stock prices. Reference articles：NIO: LIKELY TO PUSH HIGHER AND RETEST $11.17 RESISTANCEHey, NIO Stock Investors! Why Now Is the Time to Lock in Some GainsNIO AnalysisIs Nio Stock Following in Tesla's Footsteps?Nio Has Been at the Brink Before. Can the EV Maker Rally Again?"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9962275559,"gmtCreate":1669795401972,"gmtModify":1676538244922,"author":{"id":"4126691504027482","authorId":"4126691504027482","name":"hk81baaa","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126691504027482","authorIdStr":"4126691504027482"},"themes":[],"htmlText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9962275559","repostId":"2287045656","repostType":2,"repost":{"id":"2287045656","pubTimestamp":1669794465,"share":"https://ttm.financial/m/news/2287045656?lang=&edition=fundamental","pubTime":"2022-11-30 15:47","market":"hk","language":"zh","title":"港股异动 | 泡泡玛特(09992)尾盘涨超12% 本月发布30款新品 支付宝小程序15天成交额接近5000万","url":"https://stock-news.laohu8.com/highlight/detail?id=2287045656","media":"智通财经","summary":"智通财经APP获悉，泡泡玛特尾盘涨超12%，截至发稿，涨9.38%，报16.8港元，成交额1.79亿港元。据中信建投跟踪信息，11月，泡泡玛特共发布30款新品。此外，据“支付宝开放平台”数据，在2022年9月23日至10月7日期间，泡泡玛特通过支付宝小程序+公域获客模式，在15天内成交额接近5000万，ROI高达3772，其中新客占比超过六成，具体获得超5万门店新客，10万左右的品牌新增用户。","content":"<html><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/09992\">泡泡玛特</a>(09992)尾盘涨超12%，截至发稿，涨9.38%，报16.8港元，成交额1.79亿港元。</p><p>据<a href=\"https://laohu8.com/S/601066\">中信建投</a>跟踪信息，11月，泡泡玛特共发布30款新品。近日，公司参加美国潮流艺术展DesignerCon，并投资玩具供应链公司丹尼玩具10%股权。中信建投指出，四季度国内外进入大促周期，去年四季度新品数量有低基数效应。静待消费改善与重点新品发布，关注海外门店拓展与经营效率提升。</p><p>此外，据“支付宝开放平台”数据，在2022年9月23日至10月7日期间，泡泡玛特通过支付宝小程序+公域获客模式，在15天内成交额接近5000万，ROI高达3772，其中新客占比超过六成，具体获得超5万门店新客，10万左右的品牌新增用户。</p></body></html>","source":"stock_zhitongcaijing","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>港股异动 | 泡泡玛特(09992)尾盘涨超12% 本月发布30款新品 支付宝小程序15天成交额接近5000万</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{ 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href=http://www.zhitongcaijing.com/content/detail/839622.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，泡泡玛特(09992)尾盘涨超12%，截至发稿，涨9.38%，报16.8港元，成交额1.79亿港元。据中信建投跟踪信息，11月，泡泡玛特共发布30款新品。近日，公司参加美国潮流艺术展DesignerCon，并投资玩具供应链公司丹尼玩具10%股权。中信建投指出，四季度国内外进入大促周期，去年四季度新品数量有低基数效应。静待消费改善与重点新品发布，关注海外门店拓展与经营效率提升。...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/839622.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4531":"中概回港概念","LU0048580855.USD":"富达大中华区A","LU0370786039.SGD":"Fidelity Greater China A-SGD","BK4534":"瑞士信贷持仓","LU0072462343.USD":"贝莱德亚洲巨龙基金","IE00B5MMRT66.SGD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (SGDHDG) ACC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0228659784.USD":"施罗德金砖四国基金","BK1588":"回港中概股","BK4524":"宅经济概念","LU0128522744.USD":"TEMPLETON EMERGING MARKETS \"A\" ACC","IE00BMPRXN33.USD":"NEUBERGER 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SGD-H"},"source_url":"http://www.zhitongcaijing.com/content/detail/839622.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2287045656","content_text":"智通财经APP获悉，泡泡玛特(09992)尾盘涨超12%，截至发稿，涨9.38%，报16.8港元，成交额1.79亿港元。据中信建投跟踪信息，11月，泡泡玛特共发布30款新品。近日，公司参加美国潮流艺术展DesignerCon，并投资玩具供应链公司丹尼玩具10%股权。中信建投指出，四季度国内外进入大促周期，去年四季度新品数量有低基数效应。静待消费改善与重点新品发布，关注海外门店拓展与经营效率提升。此外，据“支付宝开放平台”数据，在2022年9月23日至10月7日期间，泡泡玛特通过支付宝小程序+公域获客模式，在15天内成交额接近5000万，ROI高达3772，其中新客占比超过六成，具体获得超5万门店新客，10万左右的品牌新增用户。","news_type":1},"isVote":1,"tweetType":1,"viewCount":427,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9960673633,"gmtCreate":1668153673022,"gmtModify":1676538021749,"author":{"id":"4126691504027482","authorId":"4126691504027482","name":"hk81baaa","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126691504027482","authorIdStr":"4126691504027482"},"themes":[],"htmlText":"[Smile]","listText":"[Smile]","text":"[Smile]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/9960673633","repostId":"9984344414","repostType":1,"repost":{"id":9984344414,"gmtCreate":1667547015939,"gmtModify":1676537935675,"author":{"id":"4097228630086560","authorId":"4097228630086560","name":"新加坡小新大漠孤烟直长河落日圆萧关逢候骑都护在燕然举头望明月低头思故乡渭城朝雨","avatar":"https://static.itradeup.com/news/ba19d4f9a7de9d48deb4c676a968482a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4097228630086560","authorIdStr":"4097228630086560"},"themes":[],"htmlText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9984344414","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":830,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9917414975,"gmtCreate":1665562087797,"gmtModify":1676537627779,"author":{"id":"4126691504027482","authorId":"4126691504027482","name":"hk81baaa","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4126691504027482","authorIdStr":"4126691504027482"},"themes":[],"htmlText":"nice","listText":"nice","text":"nice","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9917414975","repostId":"1154754321","repostType":4,"repost":{"id":"1154754321","pubTimestamp":1665557080,"share":"https://ttm.financial/m/news/1154754321?lang=&edition=fundamental","pubTime":"2022-10-12 14:44","market":"sh","language":"zh","title":"全球半导体股双重困境，经济衰退信号？","url":"https://stock-news.laohu8.com/highlight/detail?id=1154754321","media":"日经中文网","summary":"全球半导体股的下跌十分明显。由代表性半导体股构成的美国费城半导体指数（SOX）跌至约两年来的低值，亚洲和欧洲的相关股也联袂下跌。之前因新冠疫情而旺盛的需求突然降温，目前中美对立也投下阴影。被视为景气先","content":"<html><head></head><body><p>全球半导体股的下跌十分明显。由代表性半导体股构成的美国费城半导体指数（SOX）跌至约两年来的低值，亚洲和欧洲的相关股也联袂下跌。之前因新冠疫情而旺盛的需求突然降温，目前中美对立也投下阴影。被视为景气先行指标的半导体股票的低迷反映出市场对全球经济恶化的担忧。</p><p>在10月10日的美国股票市场，费城半导体指数比前一个交易日下跌3％，创下2020年11月以来低值。相较于2021年末，跌幅高达42％。与下跌20％的美国道琼斯30指数（道琼斯工业股价平均指数）和下跌33％的纳斯达克综合指数相比，跌幅更大。</p><p><img src=\"https://static.tigerbbs.com/4926e768bc39a7a1299b41eb0036a86b\" tg-width=\"300\" tg-height=\"350\" referrerpolicy=\"no-referrer\"/></p><p>从具体股票来看，在GPU（图形处理器）方面拥有优势的美国<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>（NVIDIA）与大型CPU（中央处理器）企业美国AMD（先进微器件）的股价分别相较于去年年末大幅下跌60％。除美国企业外，荷兰大型半导体制造装置企业<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>（ASML）控股的股价也下跌39％，全球最大的代工企业<a href=\"https://laohu8.com/S/TSM\">台积电</a>（TSMC）的股价下跌35％，跌幅都很大。</p><p>在因全球采取货币紧缩政策导致利率上升而显得股票价格较贵的4月和6月，半导体股票也遭到了大量抛售。此次下跌之所以严重，是因为反映出世界经济前景担忧的需求萎缩。世界半导体贸易统计组织（WSTS）的数据显示， 7月全球半导体出货额减少2％，32个月来首次出现同比下降，8月也减少4％，减幅进一步扩大。</p><p>产品市场行情的恶化也十分明显。从半导体存储器之一、配备于个人电脑和智能手机的DRAM的9月大宗交易价格来看，作为指标的DDR4型8GB （1G为10亿）产品的单价为2.40美元左右，比1年前便宜了31％。“以前因疫情而扩大的宅家需求减少，加上物价上涨，导致智能手机等最终产品的销量下滑”（日本第一生命经济研究所主任经济学家藤代宏一）。</p><p><img src=\"https://static.tigerbbs.com/6f60dcd47bc8a3197456a54ef024a5a8\" tg-width=\"400\" tg-height=\"494\" referrerpolicy=\"no-referrer\"/></p><p>企业的业绩也明显恶化。美国<a href=\"https://laohu8.com/S/MU\">美光科技</a>（Micron Technology）9月末发布的2022年6～8月财报显示，营业利润同比下滑49％，出现大幅减益。该公司还表示，2023年度的设备投资“预计将比上年度下降30％以上”（首席执行官Sanjay Mehrotra）。</p><p>AMD也于10月6日将2022年7～9月的销售额由原来的67亿美元左右下调至56亿美元。日本乐天证券经济研究所的首席分析师今中能夫担心“库存调整也有可能长达半年以上”。</p><p>美国与中国围绕安全保障的对立也成为担忧因素。美国拜登政府10月7日宣布，强化有关半导体尖端技术出口的限制。在向中国出口超级计算机等所需要的尖端半导体及半导体制造装置时，将引进审批制度，如果存在担忧，将不允许出口。</p><p>在这项措施下，半导体技术的流通有可能进一步受到限制。从事代工的中国<a href=\"https://laohu8.com/S/688981\">中芯国际</a>集成电路制造（SMIC）的股价到10月11日2天内下跌了超过8％，此外台积电（TSMC）的股价10月11日也下跌了超过8％，日本的Tokyo Electron的股价也下跌超过5％等，市场上因担忧强化限制的余波而纷纷抛售半导体股票。</p><p>在中长期拥有需求的产品上占优势的企业仍保持坚挺。在汽车用功率半导体领域占有优势的美国<a href=\"https://laohu8.com/S/ON\">安森美半导体</a>(ON Semiconductor）比2021年底仅下跌9％，日本瑞萨电子仅下跌13％。</p><p>运营投资全球半导体企业的基金的野村资产管理公司(Nomura Asset Management）高级投资组合经理加藤明表示：“正减少投资在智能手机和电脑用半导体领域占有优势的企业，转向汽车及数据中心等相关半导体企业”。</p><p>目前市场上最大的关注是台积电（TSMC）于10月13日召开的财报说明会。正因为台积电是世界最大的代工企业，“如果出台减少下年度设备投资等方针，可能会进一步拉低半导体相关股票”（乐天的今中）。</p><p>半导体已渗透到家电、汽车及通信设备等经济和社会的方方面面，其市场行情和股价将尽快反映到个人消费和企业的设备投资动向上。半导体股票的下跌是否是本该到来的经济衰退的信号？</p></body></html>","source":"lsy1592968752908","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\" 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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全球半导体股双重困境，经济衰退信号？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-12 14:44 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s?__biz=MjM5MDI3Mzc0MA==&mid=2651902280&idx=4&sn=db25299b64a2955be0ba82c967e1a8c4&chksm=bda328eb8ad4a1fdd5d2da0c5e539e941d2ab4816d26df4ee5fb1482d6290f3bd5ab1644d93b#rd><strong>日经中文网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球半导体股的下跌十分明显。由代表性半导体股构成的美国费城半导体指数（SOX）跌至约两年来的低值，亚洲和欧洲的相关股也联袂下跌。之前因新冠疫情而旺盛的需求突然降温，目前中美对立也投下阴影。被视为景气先行指标的半导体股票的低迷反映出市场对全球经济恶化的担忧。在10月10日的美国股票市场，费城半导体指数比前一个交易日下跌3％，创下2020年11月以来低值。相较于2021年末，跌幅高达42％。与下跌20...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MjM5MDI3Mzc0MA==&mid=2651902280&idx=4&sn=db25299b64a2955be0ba82c967e1a8c4&chksm=bda328eb8ad4a1fdd5d2da0c5e539e941d2ab4816d26df4ee5fb1482d6290f3bd5ab1644d93b#rd\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s?__biz=MjM5MDI3Mzc0MA==&mid=2651902280&idx=4&sn=db25299b64a2955be0ba82c967e1a8c4&chksm=bda328eb8ad4a1fdd5d2da0c5e539e941d2ab4816d26df4ee5fb1482d6290f3bd5ab1644d93b#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1154754321","content_text":"全球半导体股的下跌十分明显。由代表性半导体股构成的美国费城半导体指数（SOX）跌至约两年来的低值，亚洲和欧洲的相关股也联袂下跌。之前因新冠疫情而旺盛的需求突然降温，目前中美对立也投下阴影。被视为景气先行指标的半导体股票的低迷反映出市场对全球经济恶化的担忧。在10月10日的美国股票市场，费城半导体指数比前一个交易日下跌3％，创下2020年11月以来低值。相较于2021年末，跌幅高达42％。与下跌20％的美国道琼斯30指数（道琼斯工业股价平均指数）和下跌33％的纳斯达克综合指数相比，跌幅更大。从具体股票来看，在GPU（图形处理器）方面拥有优势的美国英伟达（NVIDIA）与大型CPU（中央处理器）企业美国AMD（先进微器件）的股价分别相较于去年年末大幅下跌60％。除美国企业外，荷兰大型半导体制造装置企业阿斯麦（ASML）控股的股价也下跌39％，全球最大的代工企业台积电（TSMC）的股价下跌35％，跌幅都很大。在因全球采取货币紧缩政策导致利率上升而显得股票价格较贵的4月和6月，半导体股票也遭到了大量抛售。此次下跌之所以严重，是因为反映出世界经济前景担忧的需求萎缩。世界半导体贸易统计组织（WSTS）的数据显示， 7月全球半导体出货额减少2％，32个月来首次出现同比下降，8月也减少4％，减幅进一步扩大。产品市场行情的恶化也十分明显。从半导体存储器之一、配备于个人电脑和智能手机的DRAM的9月大宗交易价格来看，作为指标的DDR4型8GB （1G为10亿）产品的单价为2.40美元左右，比1年前便宜了31％。“以前因疫情而扩大的宅家需求减少，加上物价上涨，导致智能手机等最终产品的销量下滑”（日本第一生命经济研究所主任经济学家藤代宏一）。企业的业绩也明显恶化。美国美光科技（Micron Technology）9月末发布的2022年6～8月财报显示，营业利润同比下滑49％，出现大幅减益。该公司还表示，2023年度的设备投资“预计将比上年度下降30％以上”（首席执行官Sanjay Mehrotra）。AMD也于10月6日将2022年7～9月的销售额由原来的67亿美元左右下调至56亿美元。日本乐天证券经济研究所的首席分析师今中能夫担心“库存调整也有可能长达半年以上”。美国与中国围绕安全保障的对立也成为担忧因素。美国拜登政府10月7日宣布，强化有关半导体尖端技术出口的限制。在向中国出口超级计算机等所需要的尖端半导体及半导体制造装置时，将引进审批制度，如果存在担忧，将不允许出口。在这项措施下，半导体技术的流通有可能进一步受到限制。从事代工的中国中芯国际集成电路制造（SMIC）的股价到10月11日2天内下跌了超过8％，此外台积电（TSMC）的股价10月11日也下跌了超过8％，日本的Tokyo Electron的股价也下跌超过5％等，市场上因担忧强化限制的余波而纷纷抛售半导体股票。在中长期拥有需求的产品上占优势的企业仍保持坚挺。在汽车用功率半导体领域占有优势的美国安森美半导体(ON Semiconductor）比2021年底仅下跌9％，日本瑞萨电子仅下跌13％。运营投资全球半导体企业的基金的野村资产管理公司(Nomura Asset Management）高级投资组合经理加藤明表示：“正减少投资在智能手机和电脑用半导体领域占有优势的企业，转向汽车及数据中心等相关半导体企业”。目前市场上最大的关注是台积电（TSMC）于10月13日召开的财报说明会。正因为台积电是世界最大的代工企业，“如果出台减少下年度设备投资等方针，可能会进一步拉低半导体相关股票”（乐天的今中）。半导体已渗透到家电、汽车及通信设备等经济和社会的方方面面，其市场行情和股价将尽快反映到个人消费和企业的设备投资动向上。半导体股票的下跌是否是本该到来的经济衰退的信号？","news_type":1},"isVote":1,"tweetType":1,"viewCount":585,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}