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热的粪
热的粪
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2021-08-25
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韩国拟立法对抗谷歌苹果垄断市场
美国众议院立法官员将推出反垄断新法案 直指科技巨头新浪科技讯 北京时间8月25日早间消息,谷歌与苹果禁止软件开发者使用第三方独立支付系统,韩国对此不满,似乎有意遏制。韩国立法者考虑通过所谓的《电信商业法》修正案打击App Store运营者,因为它们垄断市场。谷歌还没有回应此事。
韩国拟立法对抗谷歌苹果垄断市场
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2021-08-21
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花旗:将哔哩哔哩(BILI.O)目标价从162美元下调至126美元。
花旗:将哔哩哔哩(BILI.O)目标价从162美元下调至126美元。
花旗:将哔哩哔哩(BILI.O)目标价从162美元下调至126美元。
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2021-04-18
66666
央行論文“得罪全人類”?
@扑克投资家:
作 者 | 杆姐 來 源 | 槓桿遊戲 在央行官網菜單上,有一項叫“央行研究”。點進去,有兩大內容板塊,一個叫“政策研究”,一個叫“工作論文”。 對於外界來說,上述內容都是枯燥無趣的。 這個4月,2021年的4月,央行工作論文第一次成爲“網紅”——因爲一篇《關於我國人口轉型的認識和應對之策》的央行工作論文,以“得罪半個中國、得罪全人類”的代價迅速出圈。 這篇標題嚴肅、工整的論文到底寫了什麼?槓桿地產今天做個系統梳理。 1、打臉“人口紅利”。論文摘要一開篇即直指要害: 我國要認清人口形勢已經改變,要認識到人口紅利當時用得舒服,事後是需要償還的負債;要認識到人口慣性是跨代際的巨大力量,其反作用力將導致人口反方向變化;要認識到教育和科技進步難以彌補人口的下降。 在很多人的思維中,可能還在爲我們享受到人口紅利而開心。 但是槓桿地產要指出一個殘酷現實,人口紅利,是指一個國家的勞動年齡人口占總人口比重較大,撫養率比較低,爲經濟發展創造了有利的人口條件,整個國家的經濟呈高儲蓄、高投資和高增長的局面。 但是你想一下,曾經的勞動年齡人口占比高,撫養率低,過幾十年不就成了老年人多,小孩子少! 正如這篇論文摘要指出的,要認識到人口紅利當時用得舒服,事後是需要償還的負債。 “紅利”在很多情況下,和“債務”是相對應的,過一定年限它的一體兩面就顯露出來。如今不就應驗了嗎? 央行工作論文這個話,其實打了很多爲“人口紅利”沾沾自喜人的臉。 按照我國統計局的數據,2012年我國15-59歲勞動年齡人口,即開始下降,比上年減少300多萬人,這意味着人口紅利趨於消失。 是的,這情況小10年了。不反思、不作爲,怎麼得了? 2、幾乎把所有發達國家全部批評了一番。這篇論文的第二部分,反思發達國家應對人口轉型的教訓,幾乎把所有發達國家全部批評了一番。 論文說,發達國家已經意識
央行論文“得罪全人類”?
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2020-08-31
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2020-08-31
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2020-08-31
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2020-08-31
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美光科技VS 英特尔:谁被低估了?
美光科技和英特尔这两家科技巨头目前的估值都处于极低水平。 随着人工智能、云计算、5G和物联网的出现,这两家大型半导体公司的股票表现在如今这种情况下似乎有悖常理。对于那些在泡沫市场中寻找廉价股票的逆向策
美光科技VS 英特尔:谁被低估了?
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2020-08-31
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2020-08-31
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2019-09-12
$拼多多(PDD)$
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Hodge)表示,拜登政府正在努力增强行业竞争力,如何在美国科技企业与政府努力之间保持平衡,美国官员正在考虑。他还说:“在歧视美国企业与促进竞争之间,韩国立法应该区别对待,我们正与各相关利益方协商并收集有关事实。”</p><p>苹果谷歌要求应用内采购必须使用苹果或者谷歌的支付系统,而且对于采购营收要抽取最高30%分成,这些政策让全球许多国家不满。</p><p>韩国互联网企业协会(Korea Internet Corporations Association)总经理Kwon Se-hwa说:“对于游戏App,谷歌一直强迫开发者必须使用它自己的支付系统……它还想将些政策推广到其它App,比如音乐功都网络漫画。” Kwon Se-hwa还说:“如果新法案通过,开发者就能选择其它独立支付系统。”</p><p>贸易组织IT行业协会(Information Technology Industry Council)副总裁娜奥米•威尔逊(Naomi Wilson)则说,立法违反韩国的多边和双边贸易承诺。她认为:“如果法案得以推行,既会给App开发带来挑战,也会给想与韩国市场做生意的App Store带来挑战。”她希望韩国立法者重新审视法案,确保不要给美国企业造成“不成比例”的影响。苹果谷歌都是IT行业协会的成员。</p><p>去年欧盟也提交一份名为《数字市场法案》(Digital Markets Act)的议案,针对的也是程序店佣金。</p><p>根据韩国政府提供的报告,2019年谷歌程序店在韩国获得营收51.5亿美元。(星海)</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\" 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.h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n韩国拟立法对抗谷歌苹果垄断市场\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-25 06:29 北京时间 <a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-08-25/doc-ikqciyzm3421438.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国众议院立法官员将推出反垄断新法案 直指科技巨头新浪科技讯 北京时间8月25日早间消息,谷歌与苹果禁止软件开发者使用第三方独立支付系统,韩国对此不满,似乎有意遏制。韩国立法者考虑通过所谓的《电信商业法》修正案打击App Store运营者,因为它们垄断市场。苹果回应称,法案会给用户带来风险,用户从其它来源购买数字商品可能会卷入欺诈、损害隐私,而且管控购买时也会很困难。苹果进一步辩解称,在韩国有...</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-08-25/doc-ikqciyzm3421438.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/f6859f4502cc56f4426b0a08e616b768","relate_stocks":{"GOOGL":"谷歌A","AAPL":"苹果","GOOG":"谷歌"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/tech/2021-08-25/doc-ikqciyzm3421438.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2162080325","content_text":"美国众议院立法官员将推出反垄断新法案 直指科技巨头新浪科技讯 北京时间8月25日早间消息,谷歌与苹果禁止软件开发者使用第三方独立支付系统,韩国对此不满,似乎有意遏制。韩国立法者考虑通过所谓的《电信商业法》修正案打击App Store运营者,因为它们垄断市场。苹果回应称,法案会给用户带来风险,用户从其它来源购买数字商品可能会卷入欺诈、损害隐私,而且管控购买时也会很困难。苹果进一步辩解称,在韩国有482000位注册开发者,至今为止它们通过苹果合作赚取8.55万亿韩元;如果修正案通过,用户对App Store采购的信任会被削弱,从而影响开发者利益。谷歌还没有回应此事。美国贸易代表办公室新闻发言人亚当·霍奇(Adam Hodge)表示,拜登政府正在努力增强行业竞争力,如何在美国科技企业与政府努力之间保持平衡,美国官员正在考虑。他还说:“在歧视美国企业与促进竞争之间,韩国立法应该区别对待,我们正与各相关利益方协商并收集有关事实。”苹果谷歌要求应用内采购必须使用苹果或者谷歌的支付系统,而且对于采购营收要抽取最高30%分成,这些政策让全球许多国家不满。韩国互联网企业协会(Korea Internet Corporations Association)总经理Kwon Se-hwa说:“对于游戏App,谷歌一直强迫开发者必须使用它自己的支付系统……它还想将些政策推广到其它App,比如音乐功都网络漫画。” Kwon Se-hwa还说:“如果新法案通过,开发者就能选择其它独立支付系统。”贸易组织IT行业协会(Information Technology Industry Council)副总裁娜奥米•威尔逊(Naomi Wilson)则说,立法违反韩国的多边和双边贸易承诺。她认为:“如果法案得以推行,既会给App开发带来挑战,也会给想与韩国市场做生意的App Store带来挑战。”她希望韩国立法者重新审视法案,确保不要给美国企业造成“不成比例”的影响。苹果谷歌都是IT行业协会的成员。去年欧盟也提交一份名为《数字市场法案》(Digital Markets Act)的议案,针对的也是程序店佣金。根据韩国政府提供的报告,2019年谷歌程序店在韩国获得营收51.5亿美元。(星海)","news_type":1,"symbols_score_info":{"GOOG":1,"GOOGL":1,"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":1682,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":836295162,"gmtCreate":1629496022256,"gmtModify":1676530057100,"author":{"id":"3512792709393065","authorId":"3512792709393065","name":"热的粪","avatar":"https://static.tigerbbs.com/e9818c878e15baee0ff529c715a07b52","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512792709393065","authorIdStr":"3512792709393065"},"themes":[],"htmlText":"66666666","listText":"66666666","text":"66666666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/836295162","repostId":"2160371901","repostType":2,"repost":{"id":"2160371901","kind":"news","pubTimestamp":1629457556,"share":"https://ttm.financial/m/news/2160371901?lang=&edition=fundamental","pubTime":"2021-08-20 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者 | 杆姐 來 源 | 槓桿遊戲 在央行官網菜單上,有一項叫“央行研究”。點進去,有兩大內容板塊,一個叫“政策研究”,一個叫“工作論文”。 對於外界來說,上述內容都是枯燥無趣的。 這個4月,2021年的4月,央行工作論文第一次成爲“網紅”——因爲一篇《關於我國人口轉型的認識和應對之策》的央行工作論文,以“得罪半個中國、得罪全人類”的代價迅速出圈。 這篇標題嚴肅、工整的論文到底寫了什麼?槓桿地產今天做個系統梳理。 1、打臉“人口紅利”。論文摘要一開篇即直指要害: 我國要認清人口形勢已經改變,要認識到人口紅利當時用得舒服,事後是需要償還的負債;要認識到人口慣性是跨代際的巨大力量,其反作用力將導致人口反方向變化;要認識到教育和科技進步難以彌補人口的下降。 在很多人的思維中,可能還在爲我們享受到人口紅利而開心。 但是槓桿地產要指出一個殘酷現實,人口紅利,是指一個國家的勞動年齡人口占總人口比重較大,撫養率比較低,爲經濟發展創造了有利的人口條件,整個國家的經濟呈高儲蓄、高投資和高增長的局面。 但是你想一下,曾經的勞動年齡人口占比高,撫養率低,過幾十年不就成了老年人多,小孩子少! 正如這篇論文摘要指出的,要認識到人口紅利當時用得舒服,事後是需要償還的負債。 “紅利”在很多情況下,和“債務”是相對應的,過一定年限它的一體兩面就顯露出來。如今不就應驗了嗎? 央行工作論文這個話,其實打了很多爲“人口紅利”沾沾自喜人的臉。 按照我國統計局的數據,2012年我國15-59歲勞動年齡人口,即開始下降,比上年減少300多萬人,這意味着人口紅利趨於消失。 是的,這情況小10年了。不反思、不作爲,怎麼得了? 2、幾乎把所有發達國家全部批評了一番。這篇論文的第二部分,反思發達國家應對人口轉型的教訓,幾乎把所有發達國家全部批評了一番。 論文說,發達國家已經意識","listText":"作 者 | 杆姐 來 源 | 槓桿遊戲 在央行官網菜單上,有一項叫“央行研究”。點進去,有兩大內容板塊,一個叫“政策研究”,一個叫“工作論文”。 對於外界來說,上述內容都是枯燥無趣的。 這個4月,2021年的4月,央行工作論文第一次成爲“網紅”——因爲一篇《關於我國人口轉型的認識和應對之策》的央行工作論文,以“得罪半個中國、得罪全人類”的代價迅速出圈。 這篇標題嚴肅、工整的論文到底寫了什麼?槓桿地產今天做個系統梳理。 1、打臉“人口紅利”。論文摘要一開篇即直指要害: 我國要認清人口形勢已經改變,要認識到人口紅利當時用得舒服,事後是需要償還的負債;要認識到人口慣性是跨代際的巨大力量,其反作用力將導致人口反方向變化;要認識到教育和科技進步難以彌補人口的下降。 在很多人的思維中,可能還在爲我們享受到人口紅利而開心。 但是槓桿地產要指出一個殘酷現實,人口紅利,是指一個國家的勞動年齡人口占總人口比重較大,撫養率比較低,爲經濟發展創造了有利的人口條件,整個國家的經濟呈高儲蓄、高投資和高增長的局面。 但是你想一下,曾經的勞動年齡人口占比高,撫養率低,過幾十年不就成了老年人多,小孩子少! 正如這篇論文摘要指出的,要認識到人口紅利當時用得舒服,事後是需要償還的負債。 “紅利”在很多情況下,和“債務”是相對應的,過一定年限它的一體兩面就顯露出來。如今不就應驗了嗎? 央行工作論文這個話,其實打了很多爲“人口紅利”沾沾自喜人的臉。 按照我國統計局的數據,2012年我國15-59歲勞動年齡人口,即開始下降,比上年減少300多萬人,這意味着人口紅利趨於消失。 是的,這情況小10年了。不反思、不作爲,怎麼得了? 2、幾乎把所有發達國家全部批評了一番。這篇論文的第二部分,反思發達國家應對人口轉型的教訓,幾乎把所有發達國家全部批評了一番。 論文說,發達國家已經意識","text":"作 者 | 杆姐 來 源 | 槓桿遊戲 在央行官網菜單上,有一項叫“央行研究”。點進去,有兩大內容板塊,一個叫“政策研究”,一個叫“工作論文”。 對於外界來說,上述內容都是枯燥無趣的。 這個4月,2021年的4月,央行工作論文第一次成爲“網紅”——因爲一篇《關於我國人口轉型的認識和應對之策》的央行工作論文,以“得罪半個中國、得罪全人類”的代價迅速出圈。 這篇標題嚴肅、工整的論文到底寫了什麼?槓桿地產今天做個系統梳理。 1、打臉“人口紅利”。論文摘要一開篇即直指要害: 我國要認清人口形勢已經改變,要認識到人口紅利當時用得舒服,事後是需要償還的負債;要認識到人口慣性是跨代際的巨大力量,其反作用力將導致人口反方向變化;要認識到教育和科技進步難以彌補人口的下降。 在很多人的思維中,可能還在爲我們享受到人口紅利而開心。 但是槓桿地產要指出一個殘酷現實,人口紅利,是指一個國家的勞動年齡人口占總人口比重較大,撫養率比較低,爲經濟發展創造了有利的人口條件,整個國家的經濟呈高儲蓄、高投資和高增長的局面。 但是你想一下,曾經的勞動年齡人口占比高,撫養率低,過幾十年不就成了老年人多,小孩子少! 正如這篇論文摘要指出的,要認識到人口紅利當時用得舒服,事後是需要償還的負債。 “紅利”在很多情況下,和“債務”是相對應的,過一定年限它的一體兩面就顯露出來。如今不就應驗了嗎? 央行工作論文這個話,其實打了很多爲“人口紅利”沾沾自喜人的臉。 按照我國統計局的數據,2012年我國15-59歲勞動年齡人口,即開始下降,比上年減少300多萬人,這意味着人口紅利趨於消失。 是的,這情況小10年了。不反思、不作爲,怎麼得了? 2、幾乎把所有發達國家全部批評了一番。這篇論文的第二部分,反思發達國家應對人口轉型的教訓,幾乎把所有發達國家全部批評了一番。 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17:20","market":"us","language":"zh","title":"美光科技VS 英特尔:谁被低估了?","url":"https://stock-news.laohu8.com/highlight/detail?id=1102375888","media":"智通财经","summary":"美光科技和英特尔这两家科技巨头目前的估值都处于极低水平。\n随着人工智能、云计算、5G和物联网的出现,这两家大型半导体公司的股票表现在如今这种情况下似乎有悖常理。对于那些在泡沫市场中寻找廉价股票的逆向策","content":"<p><a href=\"https://laohu8.com/S/MU\">美光科技</a>和<a href=\"https://laohu8.com/S/INTC\">英特尔</a>这两家科技巨头目前的估值都处于极低水平。</p>\n<p>随着人工智能、云计算、5G和物联网的出现,这两家大型半导体公司的股票表现在如今这种情况下似乎有悖常理。对于那些在泡沫市场中寻找廉价股票的逆向策略投资者来说,这两家公司或许可以列入观察名单。</p>\n<p><img src=\"https://static.tigerbbs.com/cfa431a5a53f22a1b454c3cc6c9ff3c3\" tg-width=\"554\" tg-height=\"350\">阻挠美光科技上涨的原因?</p>\n<p>美光科技今年2月初达到61.19美元的高位后,一路下跌至三月中旬的31.13美元。尽管有所回调,但仍然离年初的高位有段距离。这一下跌基本上是因为该公司是DRAM和NAND闪存产品的受价者。这些产品是所有电子设备中都需要的组件。因此,无论需求有多大,如果生产过剩,价格则会暴跌,美光科技的收益因此受到波及。</p>\n<p>自2018年中以来,美光科技实际上一直处于低迷状态,而到2019年初,供过于求的局面似乎正在转变为一个更加平衡的市场。尽管今年上半年需求激增,但该公司管理层近期指出,由于客户消化了上半年的大量采购,下季度的业绩可能略低于预期。因此,美光的上行周期似乎会被推迟几个季度。</p>\n<p>英特尔又有什么问题?</p>\n<p>尽管英特尔的处理器销售也多少有些敏感,但其处理器包含更多的专利芯片设计,因此不太容易受平均售价剧烈波动的影响。从传统上讲,这使得英特尔的收益更加稳定,使其能派发股息,目前股息收益率为2.7%。</p>\n<p>与美光相似,英特尔上半年表现强劲,但由于买家消化了上半年大量的芯片采购,下半年也出现了增长乏力的迹象。</p>\n<p>然而,7月英特尔股价逾20%的跌幅并不仅在于下半年的业绩预期较弱,而是因为该公司宣布即将上市的7nm芯片将比最初目标推迟约12个月。英特尔现在计划在2022年底或2023年初开始生产7nm芯片。</p>\n<p>目前,<a href=\"https://laohu8.com/S/AMD\">AMD</a>(AMD.US)与<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.US)合作,已经反超英特尔,且这一领先优势可能将在未来几年扩大。台积电已经计划在今年年底前生产5nm芯片(相当于英特尔的7nm芯片),较英特尔的新计划早了两年。</p>\n<p>哪个更有潜力?</p>\n<p>英特尔和美光科技今年的表现都落后于科技板块乃至整体市场。投资者应弄清楚企业是处于周期性下跌还是长期下跌。</p>\n<p>目前,英特尔在数据中心的市场份额超90%。如果AMD能保持其领先地位,英特尔将会看到市场份额的下降,其收入和利润也会随之下降。另一方面,由于5G手机,人工智能服务器以及工业和汽车芯片内容的增加,供应商减少了新生产的生产并且需求反弹,美光的业绩可能会在未来几年有所改善。</p>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美光科技VS 英特尔:谁被低估了?</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美光科技VS 英特尔:谁被低估了?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-08-31 17:20 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/333171.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美光科技和英特尔这两家科技巨头目前的估值都处于极低水平。\n随着人工智能、云计算、5G和物联网的出现,这两家大型半导体公司的股票表现在如今这种情况下似乎有悖常理。对于那些在泡沫市场中寻找廉价股票的逆向策略投资者来说,这两家公司或许可以列入观察名单。\n阻挠美光科技上涨的原因?\n美光科技今年2月初达到61.19美元的高位后,一路下跌至三月中旬的31.13美元。尽管有所回调,但仍然离年初的高位有段距离。...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/333171.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/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"MU":"美光科技","INTC":"英特尔"},"source_url":"https://www.zhitongcaijing.com/content/detail/333171.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1102375888","content_text":"美光科技和英特尔这两家科技巨头目前的估值都处于极低水平。\n随着人工智能、云计算、5G和物联网的出现,这两家大型半导体公司的股票表现在如今这种情况下似乎有悖常理。对于那些在泡沫市场中寻找廉价股票的逆向策略投资者来说,这两家公司或许可以列入观察名单。\n阻挠美光科技上涨的原因?\n美光科技今年2月初达到61.19美元的高位后,一路下跌至三月中旬的31.13美元。尽管有所回调,但仍然离年初的高位有段距离。这一下跌基本上是因为该公司是DRAM和NAND闪存产品的受价者。这些产品是所有电子设备中都需要的组件。因此,无论需求有多大,如果生产过剩,价格则会暴跌,美光科技的收益因此受到波及。\n自2018年中以来,美光科技实际上一直处于低迷状态,而到2019年初,供过于求的局面似乎正在转变为一个更加平衡的市场。尽管今年上半年需求激增,但该公司管理层近期指出,由于客户消化了上半年的大量采购,下季度的业绩可能略低于预期。因此,美光的上行周期似乎会被推迟几个季度。\n英特尔又有什么问题?\n尽管英特尔的处理器销售也多少有些敏感,但其处理器包含更多的专利芯片设计,因此不太容易受平均售价剧烈波动的影响。从传统上讲,这使得英特尔的收益更加稳定,使其能派发股息,目前股息收益率为2.7%。\n与美光相似,英特尔上半年表现强劲,但由于买家消化了上半年大量的芯片采购,下半年也出现了增长乏力的迹象。\n然而,7月英特尔股价逾20%的跌幅并不仅在于下半年的业绩预期较弱,而是因为该公司宣布即将上市的7nm芯片将比最初目标推迟约12个月。英特尔现在计划在2022年底或2023年初开始生产7nm芯片。\n目前,AMD(AMD.US)与台积电(TSM.US)合作,已经反超英特尔,且这一领先优势可能将在未来几年扩大。台积电已经计划在今年年底前生产5nm芯片(相当于英特尔的7nm芯片),较英特尔的新计划早了两年。\n哪个更有潜力?\n英特尔和美光科技今年的表现都落后于科技板块乃至整体市场。投资者应弄清楚企业是处于周期性下跌还是长期下跌。\n目前,英特尔在数据中心的市场份额超90%。如果AMD能保持其领先地位,英特尔将会看到市场份额的下降,其收入和利润也会随之下降。另一方面,由于5G手机,人工智能服务器以及工业和汽车芯片内容的增加,供应商减少了新生产的生产并且需求反弹,美光的业绩可能会在未来几年有所改善。","news_type":1,"symbols_score_info":{"MU":0.9,"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":2483,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":971326315,"gmtCreate":1598868585537,"gmtModify":1705059467681,"author":{"id":"3512792709393065","authorId":"3512792709393065","name":"热的粪","avatar":"https://static.tigerbbs.com/e9818c878e15baee0ff529c715a07b52","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512792709393065","authorIdStr":"3512792709393065"},"themes":[],"htmlText":"666666666","listText":"666666666","text":"666666666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/971326315","repostId":"1109711271","repostType":4,"isVote":1,"tweetType":1,"viewCount":1564,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":971326957,"gmtCreate":1598868563179,"gmtModify":1705059467519,"author":{"id":"3512792709393065","authorId":"3512792709393065","name":"热的粪","avatar":"https://static.tigerbbs.com/e9818c878e15baee0ff529c715a07b52","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512792709393065","authorIdStr":"3512792709393065"},"themes":[],"htmlText":"666666","listText":"666666","text":"666666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/971326957","repostId":"1107444937","repostType":4,"isVote":1,"tweetType":1,"viewCount":1475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":930296804,"gmtCreate":1568266643108,"gmtModify":1705403678535,"author":{"id":"3512792709393065","authorId":"3512792709393065","name":"热的粪","avatar":"https://static.tigerbbs.com/e9818c878e15baee0ff529c715a07b52","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512792709393065","authorIdStr":"3512792709393065"},"themes":[],"htmlText":"<a 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