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健安_1832
健安_1832
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2025-12-30
$免税国际(5SO.SI)$
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健安_1832
健安_1832
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2024-12-05
$先锋医疗产业信托(AW9U.SI)$
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健安_1832
健安_1832
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2024-09-25
$免税国际(5SO.SI)$
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健安_1832
健安_1832
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2024-08-21
$先锋医疗产业信托(AW9U.SI)$
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健安_1832
健安_1832
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2022-11-18
$全民(QC7.SI)$
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健安_1832
健安_1832
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2022-01-02
Ha
How to pick U.S. stocks in 2022? Morgan Stanley prefers the most "core" company in the supply chain
摘要：大摩认为，在新冠病毒不断变异中，全球供应链仍然脆弱。预测物流成本仍将大幅上升，并将持续到2022年。细分行业方面，大摩偏爱汽车和工业方面的半导体公司。摩根士丹利表示在最近一份评估全球供应链、风险
How to pick U.S. stocks in 2022? Morgan Stanley prefers the most "core" company in the supply chain
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健安_1832
健安_1832
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2021-08-09
Hao
[Change] Hydrogen Energy Sector Strengthens, Prager Energy Rises Over 7%
8月9日，美股氢能源板块涨幅扩大，普拉格能源、燃料电池能源涨超7%，Bloom Energy涨超5%。此前美国参议院民主党人公布预算计划，将为“清洁能源”制造业和交通提供税收优惠和拨款。
[Change] Hydrogen Energy Sector Strengthens, Prager Energy Rises Over 7%
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健安_1832
健安_1832
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2021-07-01
omg
Reminder: Hong Kong stocks are closed on July 1st due to the anniversary of Hong Kong's handover
据悉，因7月1日（周四）香港特别行政区成立纪念日，港股休市一日。具体安排如下：港股 7月1日（周四）休市一日。7月2日（周五）照常开市。 美股、A股、英股、澳股、新加坡市场等照常交易。 沪股通、深股通
Reminder: Hong Kong stocks are closed on July 1st due to the anniversary of Hong Kong's handover
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健安_1832
健安_1832
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2021-04-23
????
Apple is rumored to cut Samsung OLED panel orders and transfer orders to LG and BOE
苹果据传今年将减少对三星显示器OLED面板的依赖，转为扩大使用LGD和京东方（BOE）的面板。 韩媒Business Korea报道，在苹果iPhone去年使用的OLED面板中，三星显示器的面板占比高
Apple is rumored to cut Samsung OLED panel orders and transfer orders to LG and BOE
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健安_1832
健安_1832
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2021-04-19
???
Sorry, this post has been deleted
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Keep refining your investment strategies and making those smart moves. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","text":"Your recent success is a great motivator. Keep refining your investment strategies and making those smart moves. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website.","html":"Your recent success is a great motivator. Keep refining your investment strategies and making those smart moves. Trade with Tiger Cash Boost Account and use contra trading to enhance your strategies. Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with upcoming 0-commission, unlimited trading on SG, HK, and US stocks, as well as ETFs. Find out more here. Other helpful links: How to open a CBA. How to link your CDP account. Other FAQs on CBA. Cash Boost Account Website."}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":353236326211656,"gmtCreate":1727246412192,"gmtModify":1727246415953,"author":{"id":"3553346853986978","authorId":"3553346853986978","name":"健安_1832","avatar":"https://static.tigerbbs.com/1a310972d59b708bb82abef5c003c84e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553346853986978","authorIdStr":"3553346853986978"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/5SO.SI\">$免税国际(5SO.SI)$ </a> ","listText":"<a href=\"https://ttm.financial/S/5SO.SI\">$免税国际(5SO.SI)$ </a> ","text":"$免税国际(5SO.SI)$","images":[{"img":"https://community-static.tradeup.com/news/dc74d9d2ce38acc585693575a12e4c8b","width":"912","height":"1419"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/353236326211656","isVote":1,"tweetType":1,"viewCount":2563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":340651588296960,"gmtCreate":1724209058666,"gmtModify":1724209062918,"author":{"id":"3553346853986978","authorId":"3553346853986978","name":"健安_1832","avatar":"https://static.tigerbbs.com/1a310972d59b708bb82abef5c003c84e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553346853986978","authorIdStr":"3553346853986978"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/AW9U.SI\">$先锋医疗产业信托(AW9U.SI)$ </a> ","listText":"<a href=\"https://ttm.financial/S/AW9U.SI\">$先锋医疗产业信托(AW9U.SI)$ </a> ","text":"$先锋医疗产业信托(AW9U.SI)$","images":[{"img":"https://community-static.tradeup.com/news/179d66d1c690516a6ca0a26f64b2da67","width":"912","height":"1419"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340651588296960","isVote":1,"tweetType":1,"viewCount":2902,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9963422396,"gmtCreate":1668739806916,"gmtModify":1676538105888,"author":{"id":"3553346853986978","authorId":"3553346853986978","name":"健安_1832","avatar":"https://static.tigerbbs.com/1a310972d59b708bb82abef5c003c84e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553346853986978","authorIdStr":"3553346853986978"},"themes":[],"title":"","htmlText":"<a href=\"https://ttm.financial/S/QC7.SI\">$全民(QC7.SI)$ </a>","listText":"<a href=\"https://ttm.financial/S/QC7.SI\">$全民(QC7.SI)$ </a>","text":"$全民(QC7.SI)$","images":[{"img":"https://community-static.tradeup.com/news/f245c09981da2509b6c88e49071e7eef","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9963422396","isVote":1,"tweetType":1,"viewCount":3306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":9001997182,"gmtCreate":1641134740110,"gmtModify":1676533574931,"author":{"id":"3553346853986978","authorId":"3553346853986978","name":"健安_1832","avatar":"https://static.tigerbbs.com/1a310972d59b708bb82abef5c003c84e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553346853986978","authorIdStr":"3553346853986978"},"themes":[],"title":"","htmlText":"Ha","listText":"Ha","text":"Ha","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9001997182","repostId":"1116655525","repostType":4,"repost":{"id":"1116655525","kind":"news","weMediaInfo":{"introduction":"中国大陆领先的金融数据、信息和软件服务企业，总部位于上海陆家嘴金融中心。","home_visible":1,"media_name":"Wind万得","id":"99","head_image":"https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68"},"pubTimestamp":1641094892,"share":"https://ttm.financial/m/news/1116655525?lang=en_US&edition=fundamental","pubTime":"2022-01-02 11:41","market":"us","language":"zh","title":"How to pick U.S. stocks in 2022? Morgan Stanley prefers the most \"core\" company in the supply chain","url":"https://stock-news.laohu8.com/highlight/detail?id=1116655525","media":"Wind万得","summary":"摘要：大摩认为，在新冠病毒不断变异中，全球供应链仍然脆弱。预测物流成本仍将大幅上升，并将持续到2022年。细分行业方面，大摩偏爱汽车和工业方面的半导体公司。摩根士丹利表示在最近一份评估全球供应链、风险","content":"<p><html><head></head><body>Abstract: Morgan Stanley believes that the global supply chain remains fragile amid the constant mutation of COVID-19. Logistics costs are still forecast to rise significantly and will continue into 2022. In terms of industry segments, Morgan Stanley prefers automotive and industrial semiconductor companies.<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Said in a recent report assessing global supply chains, risks and bottlenecks that the worst supply chain disruptions have eased and will be more comprehensively addressed in the first half of 2022. Therefore, the bank selects stocks that are central in supply and heavily affected by supply chain disruptions.</p><p>This year's supply chain crisis has hit businesses hard, with industrial production unable to meet the post-pandemic surge in demand. Energy shortages in Asia and Europe, as well as Covid-related lockdowns, have led to significant disruptions to supply chains.<b><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Said that global supply chains remain fragile amid the constant mutation of the new coronavirus.</b></p><p>The bank's analysts wrote in a Dec. 14 report: \"However, orders have surged due to concerns about product procurement, which has led to ballooning backlogs, especially for consumer electronics products and segments that are at risk of demand disruption.\"<b>Morgan Stanley predicts that logistics costs will still rise significantly and will continue into 2022.</b>\"It is unlikely that quarantine and travel restrictions on major transcontinental routes will be eased in a coordinated manner by 2022, with little additional capacity until the end of 2023.\"</p><p>For companies that make tech hardware, Morgan Stanley is cautious about companies with increased backlogs and limited visibility on when demand will return to normal. The company says it prefers semiconductor companies exposed to automotive and industrial products. Morgan Stanley favors companies known as \"regional champions,\"\"recognizing their importance to the supply chain and the role policymakers may play to support their position against competitive pressures from other areas of influence.\"</p><p>The report said: These companies did outperform in the 2020/21 global supply chain challenges and, broadly speaking, also saw them exhibit stronger earnings trends, significantly outperforming the MSCI ACWI Global Equities Index.</p><p>Here are the companies that Morgan Stanley calls the most \"core\" of the supply chain:</p><p><ul><li>Technology Hardware:<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/HPQ\">HP</a>、<a href=\"https://laohu8.com/S/CSCO\">Cisco</a>Lenovo, Fujitsu, Hitachi</p><p></li><li>Semiconductor:<a href=\"https://laohu8.com/S/SMSD.UK\">Samsung Electronics</a>、<a href=\"https://laohu8.com/S/INTC\">Intel</a>、<a href=\"https://laohu8.com/S/0KED.UK\">Infineon</a>Science and Technology,<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a></p><p></li><li>Automotive and Parts: Volkswagen,<a href=\"https://laohu8.com/S/F\">Ford Motor</a>Daimler,<a href=\"https://laohu8.com/S/GM\">General Motors</a>BMW,<a href=\"https://laohu8.com/S/TTM\">Tata Motors</a>、<a href=\"https://laohu8.com/S/0NQF.UK\">Renault</a>、<a href=\"https://laohu8.com/S/HYUD.UK\">Hyundai Motor</a>Continental (Continental)</p><p></li><li>Software:<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>$IBM (<a href=\"https://laohu8.com/S/IBM\">IBM</a>)$、<a href=\"https://laohu8.com/S/DELL\">Dell</a>SAP</p><p></li><li>Insurance:<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Hathaway</p><p></li><li>Consumer Electronics:<a href=\"https://laohu8.com/S/SNE\">Sony</a>、<a href=\"https://laohu8.com/S/PC\">Panasonic</a>LG Electronics</p><p></li><li>Retail:<a href=\"https://laohu8.com/S/AMZN\">Amazon</a></p><p></li><li>Capital Goods: Volvo AB, Siemens</p><p></li></ul>Morgan Stanley also listed the companies it believes are most pressured by supply chain bottlenecks, saying that \"the industries that fall into this category are the best to convey the pressures of supply chain pressures, in part because companies in this group face continued reliance on labor inputs despite increased automation or capital investment.\"</p><p>Coupled with other factors such as reliance on markets affected by trade or other policy frictions, this \"makes these companies vulnerable to geopolitical and workforce dynamics, but is also critical to global supply chains\", with specific examples including container shipping and semiconductor companies. Such companies may face cost pressures, but they still have pricing power because of their industry position, Morgan Stanley said.</p><p>of the semiconductor field<a href=\"https://laohu8.com/S/0KED.UK\">Infineon</a>, ST Microelectronics, NXP Semiconductor, Microchip Technology, Texas Instruments, Analog Devices, ON Semiconductor, Globalfoundries, New York<a href=\"https://laohu8.com/S/000920\">Wharton Technologies</a>Nanya Science and Technology; Technical hardware industry<a href=\"https://laohu8.com/S/00285\">BYD Electronics</a>, Wingtech Technology, Unimicron, Kinsus Interconnect Tech, South Asia PCB, and Lumentum, II-VI,<a href=\"https://laohu8.com/S/GLW\">Corning</a>CommScope, etc. This type of company is classified by Morgan Stanley as a \"bottleneck.\"\"In the face of disruptions and capacity constraints, these companies have very limited options other than raising prices to compensate for higher input costs or rationing capacity through backlogs,\" Morgan Stanley said.</p><p></body></html></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>How to pick U.S. stocks in 2022? Morgan Stanley prefers the most \"core\" company in the supply chain</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nHow to pick U.S. stocks in 2022? Morgan Stanley prefers the most \"core\" company in the supply chain\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/99\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/c71e30d1317b4a5cb20a41998e10ac68);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Wind万得 </p>\n<p class=\"h-time smaller\">2022-01-02 11:41</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Abstract: Morgan Stanley believes that the global supply chain remains fragile amid the constant mutation of COVID-19. Logistics costs are still forecast to rise significantly and will continue into 2022. In terms of industry segments, Morgan Stanley prefers automotive and industrial semiconductor companies.<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Said in a recent report assessing global supply chains, risks and bottlenecks that the worst supply chain disruptions have eased and will be more comprehensively addressed in the first half of 2022. Therefore, the bank selects stocks that are central in supply and heavily affected by supply chain disruptions.</p><p>This year's supply chain crisis has hit businesses hard, with industrial production unable to meet the post-pandemic surge in demand. Energy shortages in Asia and Europe, as well as Covid-related lockdowns, have led to significant disruptions to supply chains.<b><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Said that global supply chains remain fragile amid the constant mutation of the new coronavirus.</b></p><p>The bank's analysts wrote in a Dec. 14 report: \"However, orders have surged due to concerns about product procurement, which has led to ballooning backlogs, especially for consumer electronics products and segments that are at risk of demand disruption.\"<b>Morgan Stanley predicts that logistics costs will still rise significantly and will continue into 2022.</b>\"It is unlikely that quarantine and travel restrictions on major transcontinental routes will be eased in a coordinated manner by 2022, with little additional capacity until the end of 2023.\"</p><p>For companies that make tech hardware, Morgan Stanley is cautious about companies with increased backlogs and limited visibility on when demand will return to normal. The company says it prefers semiconductor companies exposed to automotive and industrial products. Morgan Stanley favors companies known as \"regional champions,\"\"recognizing their importance to the supply chain and the role policymakers may play to support their position against competitive pressures from other areas of influence.\"</p><p>The report said: These companies did outperform in the 2020/21 global supply chain challenges and, broadly speaking, also saw them exhibit stronger earnings trends, significantly outperforming the MSCI ACWI Global Equities Index.</p><p>Here are the companies that Morgan Stanley calls the most \"core\" of the supply chain:</p><p><ul><li>Technology Hardware:<a href=\"https://laohu8.com/S/AAPL\">Apple</a>、<a href=\"https://laohu8.com/S/HPQ\">HP</a>、<a href=\"https://laohu8.com/S/CSCO\">Cisco</a>Lenovo, Fujitsu, Hitachi</p><p></li><li>Semiconductor:<a href=\"https://laohu8.com/S/SMSD.UK\">Samsung Electronics</a>、<a href=\"https://laohu8.com/S/INTC\">Intel</a>、<a href=\"https://laohu8.com/S/0KED.UK\">Infineon</a>Science and Technology,<a href=\"https://laohu8.com/S/NVDA\">NVIDIA</a></p><p></li><li>Automotive and Parts: Volkswagen,<a href=\"https://laohu8.com/S/F\">Ford Motor</a>Daimler,<a href=\"https://laohu8.com/S/GM\">General Motors</a>BMW,<a href=\"https://laohu8.com/S/TTM\">Tata Motors</a>、<a href=\"https://laohu8.com/S/0NQF.UK\">Renault</a>、<a href=\"https://laohu8.com/S/HYUD.UK\">Hyundai Motor</a>Continental (Continental)</p><p></li><li>Software:<a href=\"https://laohu8.com/S/MSFT\">Microsoft</a>$IBM (<a href=\"https://laohu8.com/S/IBM\">IBM</a>)$、<a href=\"https://laohu8.com/S/DELL\">Dell</a>SAP</p><p></li><li>Insurance:<a href=\"https://laohu8.com/S/BRK.A\">Berkshire</a>Hathaway</p><p></li><li>Consumer Electronics:<a href=\"https://laohu8.com/S/SNE\">Sony</a>、<a href=\"https://laohu8.com/S/PC\">Panasonic</a>LG Electronics</p><p></li><li>Retail:<a href=\"https://laohu8.com/S/AMZN\">Amazon</a></p><p></li><li>Capital Goods: Volvo AB, Siemens</p><p></li></ul>Morgan Stanley also listed the companies it believes are most pressured by supply chain bottlenecks, saying that \"the industries that fall into this category are the best to convey the pressures of supply chain pressures, in part because companies in this group face continued reliance on labor inputs despite increased automation or capital investment.\"</p><p>Coupled with other factors such as reliance on markets affected by trade or other policy frictions, this \"makes these companies vulnerable to geopolitical and workforce dynamics, but is also critical to global supply chains\", with specific examples including container shipping and semiconductor companies. Such companies may face cost pressures, but they still have pricing power because of their industry position, Morgan Stanley said.</p><p>of the semiconductor field<a href=\"https://laohu8.com/S/0KED.UK\">Infineon</a>, ST Microelectronics, NXP Semiconductor, Microchip Technology, Texas Instruments, Analog Devices, ON Semiconductor, Globalfoundries, New York<a href=\"https://laohu8.com/S/000920\">Wharton Technologies</a>Nanya Science and Technology; Technical hardware industry<a href=\"https://laohu8.com/S/00285\">BYD Electronics</a>, Wingtech Technology, Unimicron, Kinsus Interconnect Tech, South Asia PCB, and Lumentum, II-VI,<a href=\"https://laohu8.com/S/GLW\">Corning</a>CommScope, etc. This type of company is classified by Morgan Stanley as a \"bottleneck.\"\"In the face of disruptions and capacity constraints, these companies have very limited options other than raising prices to compensate for higher input costs or rationing capacity through backlogs,\" Morgan Stanley said.</p><p></body></html></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{"BK4504":"桥水持仓","MS":"摩根士丹利","BK4127":"投资银行业与经纪业","BK4534":"瑞士信贷持仓",".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116655525","content_text":"摘要：大摩认为，在新冠病毒不断变异中，全球供应链仍然脆弱。预测物流成本仍将大幅上升，并将持续到2022年。细分行业方面，大摩偏爱汽车和工业方面的半导体公司。摩根士丹利表示在最近一份评估全球供应链、风险和瓶颈的报告中提出，最严重的供应链中断已经有所缓解，并将在2022年上半年得到更全面的解决。因此，该行选中在供应量中处于中心地位和受供应链中断严重影响的股票。今年的供应链危机对企业造成了沉重打击，工业生产无法满足大流行后的需求激增。亚洲和欧洲的能源短缺，以及与新冠疫情相关的封锁，导致了供应链受到极大的干扰。摩根士丹利表示，在新冠病毒不断变异中，全球供应链仍然脆弱。该行分析师在12月14日的报告中写道：「然而，由于对产品采购的担忧，订单激增，从而导致积压订单量膨胀，对于面临需求破坏风险的消费电子产品和细分市场尤其如此」。摩根士丹利预测，物流成本仍将大幅上升，并将持续到2022年。「到2022年，不太可能以协调一致的方式放松主要横贯大陆路线的检疫和旅行限制，直到2023年底，新增运力很少。」对于生产科技硬件的公司，摩根士丹利对积压量增加、需求何时恢复正常的可见性有限的公司持谨慎态度。该公司表示，它更喜欢接触汽车和工业产品的半导体公司。摩根士丹利青睐被称为「区域冠军」的公司，「认识到它们对供应链的重要性，以及决策者可能发挥的作用，以支持它们的地位，抵御来自其他影响领域的竞争压力。」报告称：这些公司确实在2020/21年全球供应链挑战中表现突出，从广义上讲，也看到它们表现出更强的盈利趋势，显著优于摩根士丹利资本国际ACWI全球股票指数。以下是摩根士丹利称之为供应链最「核心」的公司：科技硬件：苹果、惠普、思科、联想、富士通、日立半导体：三星电子、英特尔、英飞凌科技、英伟达汽车及零部件：大众汽车、福特汽车、戴姆勒、通用汽车、宝马、塔塔汽车、雷诺、现代汽车、大陆汽车（Continental）软件：微软、$IBM(IBM)$、戴尔、SAP保险：伯克希尔哈撒韦消费电子：索尼、松下、LG电子零售：亚马逊资本货物：沃尔沃AB、西门子摩根士丹利还列出了其认为受到供应链瓶颈压力最大的公司，称「属于这一类的行业最能传递供应链压力的压力，部分原因是，尽管自动化程度或资本投资有所提高，但这一群体中的公司仍面临对劳动力投入的持续依赖。」再加上其他因素，如依赖受贸易或其他政策摩擦影响的市场，这「使这些公司容易受到地缘政治和劳动力动态的影响，但对全球供应链也至关重要」，具体例子包括集装箱运输和半导体公司。摩根士丹利表示，这类公司可能面临成本压力，但由于其行业地位，它们仍然拥有定价权。半导体领域的英飞凌、ST微电子、NXP半导体、微芯片技术、德克萨斯仪器、模拟设备、ON半导体、Globalfoundries、纽沃顿科技、南亚科技；技术硬件行业的比亚迪电子、Wingtech技术、Unimicron、Kinsus Interconnect Tech、南亚PCB，以及网络设备行业的Lumentum、II-VI、康宁、康普等。这类型的公司被摩根士丹利归类为「瓶颈」类股票摩根士丹利表示，「在面临中断和产能限制的情况下，除了提高价格以补偿更高的投入成本或通过积压订单来定量供应产能外，这些公司的其他选择非常有限。」","news_type":1,"symbols_score_info":{".DJI":0.9,"MS":0.9}},"isVote":1,"tweetType":1,"viewCount":4727,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":898445727,"gmtCreate":1628519238969,"gmtModify":1703507494835,"author":{"id":"3553346853986978","authorId":"3553346853986978","name":"健安_1832","avatar":"https://static.tigerbbs.com/1a310972d59b708bb82abef5c003c84e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553346853986978","authorIdStr":"3553346853986978"},"themes":[],"title":"","htmlText":"Hao ","listText":"Hao ","text":"Hao","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/898445727","repostId":"1182199872","repostType":4,"repost":{"id":"1182199872","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1628519103,"share":"https://ttm.financial/m/news/1182199872?lang=en_US&edition=fundamental","pubTime":"2021-08-09 22:25","market":"us","language":"zh","title":"[Change] Hydrogen Energy Sector Strengthens, Prager Energy Rises Over 7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1182199872","media":"老虎资讯综合","summary":"8月9日，美股氢能源板块涨幅扩大，普拉格能源、燃料电池能源涨超7%，Bloom Energy涨超5%。此前美国参议院民主党人公布预算计划，将为“清洁能源”制造业和交通提供税收优惠和拨款。","content":"<p>On August 9th, the hydrogen energy sector of U.S. stocks expanded,<a href=\"https://laohu8.com/S/PLUG\">Pragg Energy</a>、<a href=\"https://laohu8.com/S/FCEL\">Fuel cell energy</a>It rose more than 7%, and Bloom Energy rose more than 5%. This comes after Democrats in the U.S. Senate unveiled a budget plan that will provide tax incentives and funding for \"clean energy\" manufacturing and transportation.</p><p><img src=\"https://static.tigerbbs.com/48368d467fa2f1c955fec221ac8b4fa5\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>[Change] Hydrogen Energy Sector Strengthens, Prager Energy Rises Over 7%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n[Change] Hydrogen Energy Sector Strengthens, Prager Energy Rises Over 7%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-08-09 22:25</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On August 9th, the hydrogen energy sector of U.S. stocks expanded,<a href=\"https://laohu8.com/S/PLUG\">Pragg Energy</a>、<a href=\"https://laohu8.com/S/FCEL\">Fuel cell energy</a>It rose more than 7%, and Bloom Energy rose more than 5%. This comes after Democrats in the U.S. Senate unveiled a budget plan that will provide tax incentives and funding for \"clean energy\" manufacturing and transportation.</p><p><img src=\"https://static.tigerbbs.com/48368d467fa2f1c955fec221ac8b4fa5\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/edc98c04cdc47dd0d16e08274ce9a364","relate_stocks":{"FCEL":"燃料电池能源","PLUG":"普拉格能源"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182199872","content_text":"8月9日，美股氢能源板块涨幅扩大，普拉格能源、燃料电池能源涨超7%，Bloom Energy涨超5%。此前美国参议院民主党人公布预算计划，将为“清洁能源”制造业和交通提供税收优惠和拨款。","news_type":1,"symbols_score_info":{"PLUG":0.9,"FCEL":0.9}},"isVote":1,"tweetType":1,"viewCount":3278,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":151781240,"gmtCreate":1625106992380,"gmtModify":1703736287915,"author":{"id":"3553346853986978","authorId":"3553346853986978","name":"健安_1832","avatar":"https://static.tigerbbs.com/1a310972d59b708bb82abef5c003c84e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553346853986978","authorIdStr":"3553346853986978"},"themes":[],"title":"","htmlText":"omg","listText":"omg","text":"omg","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/151781240","repostId":"1100844519","repostType":4,"repost":{"id":"1100844519","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1624850864,"share":"https://ttm.financial/m/news/1100844519?lang=en_US&edition=fundamental","pubTime":"2021-06-28 11:27","market":"hk","language":"zh","title":"Reminder: Hong Kong stocks are closed on July 1st due to the anniversary of Hong Kong's handover","url":"https://stock-news.laohu8.com/highlight/detail?id=1100844519","media":"老虎资讯综合","summary":"据悉，因7月1日（周四）香港特别行政区成立纪念日，港股休市一日。具体安排如下：港股\n7月1日（周四）休市一日。7月2日（周五）照常开市。\n美股、A股、英股、澳股、新加坡市场等照常交易。\n沪股通、深股通","content":"<p>It is reported that due to the anniversary of the establishment of the Hong Kong Special Administrative Region on July 1st (Thursday), Hong Kong stocks will be closed for one day. The specific arrangements are as follows:<img src=\"https://static.tigerbbs.com/eaa05e0ac274f01336380bf4d575542d\" tg-width=\"787\" tg-height=\"667\" referrerpolicy=\"no-referrer\"><b>Hong Kong stock</b></p><p>The market will be closed for one day on Thursday, July 1. The market opens as usual on July 2 (Friday).</p><p><b>U.S. shares, A shares, British shares, Australian shares, Singapore markets, etc. trade as usual.</b></p><p><b>Shanghai Stock Connect and Shenzhen Stock Connect:</b></p><p>Not available from Wednesday, June 30 to Thursday, July 1 and open as usual from Friday, July 2.</p><p><b>Hong Kong Stock Connect:</b></p><p>It will not be available on Thursday, July 1, and will be open as usual from Friday, July 2.</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>Reminder: Hong Kong stocks are closed on July 1st due to the anniversary of Hong Kong's handover</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nReminder: Hong Kong stocks are closed on July 1st due to the anniversary of Hong Kong's handover\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-06-28 11:27</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>It is reported that due to the anniversary of the establishment of the Hong Kong Special Administrative Region on July 1st (Thursday), Hong Kong stocks will be closed for one day. The specific arrangements are as follows:<img src=\"https://static.tigerbbs.com/eaa05e0ac274f01336380bf4d575542d\" tg-width=\"787\" tg-height=\"667\" referrerpolicy=\"no-referrer\"><b>Hong Kong stock</b></p><p>The market will be closed for one day on Thursday, July 1. The market opens as usual on July 2 (Friday).</p><p><b>U.S. shares, A shares, British shares, Australian shares, Singapore markets, etc. trade as usual.</b></p><p><b>Shanghai Stock Connect and Shenzhen Stock Connect:</b></p><p>Not available from Wednesday, June 30 to Thursday, July 1 and open as usual from Friday, July 2.</p><p><b>Hong Kong Stock Connect:</b></p><p>It will not be available on Thursday, July 1, and will be open as usual from Friday, July 2.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a6adcf1f575211fc4f9ca7f666658417","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100844519","content_text":"据悉，因7月1日（周四）香港特别行政区成立纪念日，港股休市一日。具体安排如下：港股\n7月1日（周四）休市一日。7月2日（周五）照常开市。\n美股、A股、英股、澳股、新加坡市场等照常交易。\n沪股通、深股通：\n6月30日（周三）至7月1日（周四）不提供服务，7月2日（周五）起照常开通。\n港股通：\n7月1日（周四）不提供服务，7月2日（周五）起照常开通。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":3788,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":372330353,"gmtCreate":1619175643372,"gmtModify":1704720794038,"author":{"id":"3553346853986978","authorId":"3553346853986978","name":"健安_1832","avatar":"https://static.tigerbbs.com/1a310972d59b708bb82abef5c003c84e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553346853986978","authorIdStr":"3553346853986978"},"themes":[],"title":"","htmlText":"????","listText":"????","text":"????","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/372330353","repostId":"1148735601","repostType":4,"repost":{"id":"1148735601","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1619174693,"share":"https://ttm.financial/m/news/1148735601?lang=en_US&edition=fundamental","pubTime":"2021-04-23 18:44","market":"sh","language":"zh","title":"Apple is rumored to cut Samsung OLED panel orders and transfer orders to LG and BOE","url":"https://stock-news.laohu8.com/highlight/detail?id=1148735601","media":"老虎资讯综合","summary":"苹果据传今年将减少对三星显示器OLED面板的依赖，转为扩大使用LGD和京东方（BOE）的面板。\n韩媒Business Korea报道，在苹果iPhone去年使用的OLED面板中，三星显示器的面板占比高","content":"<p><a href=\"https://laohu8.com/S/AAPL\">Apple</a>It is rumored that this year will reduce the<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>The reliance on display OLED panels turned to the expansion of the use of LGD and BOE panels.</p><p>According to Korean media Business Korea, among the OLED panels used by Apple's iPhone last year, the panel of Samsung display accounted for as much as 78%. However, according to SamMobile, the world's largest online community of Samsung fans, the proportion of Samsung panels will drop by 13 percentage points to 65% this year.</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Apple is rumored to cut Samsung OLED panel orders and transfer orders to LG and BOE</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nApple is rumored to cut Samsung OLED panel orders and transfer orders to LG and BOE\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-04-23 18:44</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p><a href=\"https://laohu8.com/S/AAPL\">Apple</a>It is rumored that this year will reduce the<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>The reliance on display OLED panels turned to the expansion of the use of LGD and BOE panels.</p><p>According to Korean media Business Korea, among the OLED panels used by Apple's iPhone last year, the panel of Samsung display accounted for as much as 78%. However, according to SamMobile, the world's largest online community of Samsung fans, the proportion of Samsung panels will drop by 13 percentage points to 65% this year.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9913df0869be72b2bda700f6e2fbf2de","relate_stocks":{"AAPL":"苹果","000725":"京东方A"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148735601","content_text":"苹果据传今年将减少对三星显示器OLED面板的依赖，转为扩大使用LGD和京东方（BOE）的面板。\n韩媒Business Korea报道，在苹果iPhone去年使用的OLED面板中，三星显示器的面板占比高达78%。但据全球最大三星粉丝线上社群SamMobile预测，三星面板今年的占比将下滑13个百分点，至65%。","news_type":1,"symbols_score_info":{"000725":0.9,"AAPL":0.9}},"isVote":1,"tweetType":1,"viewCount":3426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":379494143,"gmtCreate":1618788347782,"gmtModify":1704714767419,"author":{"id":"3553346853986978","authorId":"3553346853986978","name":"健安_1832","avatar":"https://static.tigerbbs.com/1a310972d59b708bb82abef5c003c84e","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553346853986978","authorIdStr":"3553346853986978"},"themes":[],"title":"","htmlText":"???","listText":"???","text":"???","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/379494143","repostId":"1187995910","repostType":4,"isVote":1,"tweetType":1,"viewCount":3285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}