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SanGuo
SanGuo
·
2021-04-07
666
The fastest runner in the "Century Blast" is not Goldman Sachs, but Morgan Stanley!
Archegos爆仓事件使得华尔街各大行各自为战，在作战方式上，有人慌不择路，有人暗度陈仓。让人没想到的是，在这次“比手速”战役中，摩根士丹利抢过了高盛的风头，成了抢跑之王。 CNBC援引知情人士称，
The fastest runner in the "Century Blast" is not Goldman Sachs, but Morgan Stanley!
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SanGuo
SanGuo
·
2021-04-01
Go Micron!
Micron, Western Digital consider buying Kioxia, world's second-largest flash memory maker
4月1日讯，据知情人士透露，美光科技以及西部数据，双方都在探索收购日本半导体公司Kioxia的潜在交易，对这家公司的估值可能在300亿美元左右。目前全球对用于智能手机和其他设备的内存芯片的争夺正在升温
Micron, Western Digital consider buying Kioxia, world's second-largest flash memory maker
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SanGuo
SanGuo
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2021-03-27
?
【有獎活動】曬曬你家的國貨！
@爱发红包的虎妞：
“新疆棉花遭抵制”的事件，想必虎友們都關注到了，HM集團的聲明引發衆怒！目前，電商平臺像淘寶、京東、拼多多等都下架了HM的商品。 隨着事件發酵，和HM持相同立場的優衣庫、耐克、阿迪等等一衆企業也相繼被扒了出來。很多與品牌方有合作的明星表態支持新疆棉花，宋茜、黃軒、王一博等都發了聲明終止合作，不得不說，他們做出了好的表率！ 在中國賺個盆滿鉢溢，卻中傷中國、肆意栽贓，這些企業讓國人們感到相當氣憤！央視點評：這種行爲只會換來中國消費者“自衛”。 確實，情緒轉移到了股價上，A股市場上，美邦服飾等多隻紡織服裝股漲停；港股市場上，李寧、安踏等國產體育品牌被力挺~ 虎友們，是時候了！！ 虎妞準備了小活動【曬曬你家的國貨】，大家可以把自己買過最喜歡/最特別/最有故事的國貨產品曬出來，國貨當自強，還請大家踊躍參加噢！ 【徵集時間】 即日起-3月31日 【參與方式】 在本帖評論區“留言並轉發”即參與活動 選擇發帖子的方式參與活動，主題需選擇"2021隨手拍" 參與評選的內容，需包含：國貨照片+名稱/背後的小故事/感悟即可； 【活動獎勵】 一等獎：888虎幣 二等獎：288虎幣 參與獎：88虎幣 【特別說明】 根據圖片的質量，閱讀、轉發、評論、點贊量等綜合評選； 可註明地標配合圖片獲獎機率更高； 嚴禁抄襲、剽竊，一旦發現將取消參賽資格； 活動最終解釋權歸老虎社區所有 $李寧(02331)$ $安踏體育(02020)$ $耐克(NKE)$
【有獎活動】曬曬你家的國貨！
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In terms of fighting methods, some people panicked, while others secretly warehoused. Unexpectedly, in this battle of \"hand speed comparison\",<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Snatched it<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>In the limelight, he became the king of stealing.</p><p><b>CNBC quoted people familiar with the matter as saying that on March 25th, the night before the Archegos liquidation was made public, Morgan Stanley had begun selling about $5 billion worth of liquidation-related stocks to hedge funds.</b></p><p>Morgan Stanley sold at a discount, people familiar with the matter said, telling hedge funds that it was part of a margin call to prevent the collapse of an unnamed client.</p><p>The stock basket consists of eight explosion-related companies, including<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>And<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>Etc.</p><p>How has the Morgan Stanley deal been kept secret?</p><p>On Friday, March 26, Goldman Sachs was widely reported to have sold $10.5 billion worth of shares involved in the case for sending emails to clients. On Thursday night, Morgan Stanley's hedge fund traded with fewer than six people, keeping the deal hidden.</p><p>Morgan Stanley's counterparty this time is a branch of hedge funds, sometimes called \"equity capital markets strategies\". They usually don't care about the fundamentals of individual stocks. When the discount is large enough, they will buy a large number of stocks from large institutional brokerage firms such as Morgan Stanley, which can usually be closed over time.</p><p><b>When the Archegos explosion was made public, though, it wasn't simple: Some customers felt cheated by Morgan Stanley.</b></p><p>Because Morgan Stanley didn't tell hedge funds at all that this was just the prelude to its selling frenzy.</p><p>Bill Hwang, at the helm of Archegos, called an emergency meeting of major banks on Thursday night in an attempt to carry out shipments in an orderly way.</p><p>Some market participants pointed out that Morgan Stanley smelled the risk and took the lead, which means that in his opinion, the probability of Bill Hwang's saving is not high.</p><p>Morgan Stanley \"pitted\" teammates but avoided a huge loss of about $10 billion.</p><p><b>Morgan Stanley was the largest holder of the top 10 stocks traded by Archegos at the end of 2020, with positions totaling about $18 billion, analysts said.</b></p><p>While holding a position in Archegos of about $10 billion<a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>Risk exposure size ranks second.</p><p>Credit Suisse said Tuesday that it suffered a $4.7 billion loss in the Archego liquidation, cutting its Dividend and halting share buybacks.</p><p>However, even if hedge funds are upset with Morgan Stanley, in the eyes of analysts, Morgan Stanley will not lose them because of this matter-because as the top investment bank in the U.S. technology industry, Morgan Stanley can come up with the hot stocks they want for initial public offerings.</p>","source":"wallstreetcn_api","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>The fastest runner in the \"Century Blast\" is not Goldman Sachs, but Morgan Stanley!</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\">\nThe fastest runner in the \"Century Blast\" is not Goldman Sachs, but Morgan Stanley!\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-04-07 16:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Archegos explosion incident made the major banks on Wall Street fight independently. In terms of fighting methods, some people panicked, while others secretly warehoused. Unexpectedly, in this battle of \"hand speed comparison\",<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Snatched it<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>In the limelight, he became the king of stealing.</p><p><b>CNBC quoted people familiar with the matter as saying that on March 25th, the night before the Archegos liquidation was made public, Morgan Stanley had begun selling about $5 billion worth of liquidation-related stocks to hedge funds.</b></p><p>Morgan Stanley sold at a discount, people familiar with the matter said, telling hedge funds that it was part of a margin call to prevent the collapse of an unnamed client.</p><p>The stock basket consists of eight explosion-related companies, including<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>And<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>Etc.</p><p>How has the Morgan Stanley deal been kept secret?</p><p>On Friday, March 26, Goldman Sachs was widely reported to have sold $10.5 billion worth of shares involved in the case for sending emails to clients. On Thursday night, Morgan Stanley's hedge fund traded with fewer than six people, keeping the deal hidden.</p><p>Morgan Stanley's counterparty this time is a branch of hedge funds, sometimes called \"equity capital markets strategies\". They usually don't care about the fundamentals of individual stocks. When the discount is large enough, they will buy a large number of stocks from large institutional brokerage firms such as Morgan Stanley, which can usually be closed over time.</p><p><b>When the Archegos explosion was made public, though, it wasn't simple: Some customers felt cheated by Morgan Stanley.</b></p><p>Because Morgan Stanley didn't tell hedge funds at all that this was just the prelude to its selling frenzy.</p><p>Bill Hwang, at the helm of Archegos, called an emergency meeting of major banks on Thursday night in an attempt to carry out shipments in an orderly way.</p><p>Some market participants pointed out that Morgan Stanley smelled the risk and took the lead, which means that in his opinion, the probability of Bill Hwang's saving is not high.</p><p>Morgan Stanley \"pitted\" teammates but avoided a huge loss of about $10 billion.</p><p><b>Morgan Stanley was the largest holder of the top 10 stocks traded by Archegos at the end of 2020, with positions totaling about $18 billion, analysts said.</b></p><p>While holding a position in Archegos of about $10 billion<a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>Risk exposure size ranks second.</p><p>Credit Suisse said Tuesday that it suffered a $4.7 billion loss in the Archego liquidation, cutting its Dividend and halting share buybacks.</p><p>However, even if hedge funds are upset with Morgan Stanley, in the eyes of analysts, Morgan Stanley will not lose them because of this matter-because as the top investment bank in the U.S. technology industry, Morgan Stanley can come up with the hot stocks they want for initial public offerings.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3626708\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4b6684517506a0b0f4c4c5a1c4889261","relate_stocks":{"MS":"摩根士丹利","GS":"高盛"},"source_url":"https://wallstreetcn.com/articles/3626708","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2125688745","content_text":"Archegos爆仓事件使得华尔街各大行各自为战，在作战方式上，有人慌不择路，有人暗度陈仓。让人没想到的是，在这次“比手速”战役中，摩根士丹利抢过了高盛的风头，成了抢跑之王。\nCNBC援引知情人士称，在Archegos爆仓事件公之于众的前一晚——3月25日，摩根士丹利就已开始向对冲基金出售价值约50亿美元的爆仓相关股票。\n知情人士称， 摩根士丹利是以折扣价进行抛售，并告诉对冲基金，这是追缴保证金的一部分，可以防止某位不具名客户的倒闭。\n这一揽子股票由八家爆仓相关公司组成，包括百度和腾讯音乐等。\n摩根士丹利的交易如何做到了秘而不宣？\n此前在3月26日周五，高盛因向客户发送电子邮件，出售价值105亿美元的涉案股票被广泛报道。而周四晚，摩根士丹利的对冲基金交易对象不足六家，使得交易得以隐藏。\n摩根士丹利此次的交易对手是对冲基金的一个分支，有时也被称为“equity capital markets strategies”，他们通常并不在意个股基本面的好坏，当折扣幅度够大，他们会从摩根士丹利等大型机构经纪公司购买大量股票，通常可以随着时间的推移平仓。\n不过，当Archegos爆仓事件被公之于众，事情就不简单了：一些客户感觉被摩根士丹利骗了。\n因为摩根士丹利压根就没告知对冲基金：这只是其抛售狂潮的序曲。\n在周四晚Archegos的掌舵人Bill Hwang召集各大行进行的紧急会议，目的是试图有条不紊地进行出货。\n有市场人士指出，摩根士丹利嗅到风险，并率先抢跑，意味着在其看来，Bill Hwang得救的概率并不大。\n摩根士丹利“坑”了队友，却避免了约100亿美元的巨额亏损。\n分析人士称，截至2020年底，摩根士丹利是Archegos交易的前10只股票的最大持有者，持有的头寸总计约180亿美元。\n而持有Archegos头寸约为100亿美元的瑞士信贷，风险敞口规模排名第二。\n瑞士信贷周二表示，在Archego爆仓事件中元气大伤，不光承受了47亿美元的亏损，还削减了股息，并停止了股票回购。\n不过，即使对冲基金对摩根士丹利感到不满，但在分析人士看来，摩根士丹利并不会因为这件事失去他们——因为作为美国科技行业的顶级投行，摩根士丹利能拿出他们想要的首次公开发行的热门股票。","news_type":1,"symbols_score_info":{"GS":0.9,"MS":0.9}},"isVote":1,"tweetType":1,"viewCount":3387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357145246,"gmtCreate":1617251215685,"gmtModify":1704697821578,"author":{"id":"3571627066348611","authorId":"3571627066348611","name":"SanGuo","avatar":"https://static.tigerbbs.com/2ae7b7834c27e538495b0e677576017b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571627066348611","authorIdStr":"3571627066348611"},"themes":[],"htmlText":"Go Micron!","listText":"Go Micron!","text":"Go Micron!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/357145246","repostId":"1128264642","repostType":4,"repost":{"id":"1128264642","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":1617231381,"share":"https://ttm.financial/m/news/1128264642?lang=en_US&edition=fundamental","pubTime":"2021-04-01 06:56","market":"us","language":"zh","title":"Micron, Western Digital consider buying Kioxia, world's second-largest flash memory maker","url":"https://stock-news.laohu8.com/highlight/detail?id=1128264642","media":"老虎资讯综合","summary":"4月1日讯，据知情人士透露，美光科技以及西部数据，双方都在探索收购日本半导体公司Kioxia的潜在交易，对这家公司的估值可能在300亿美元左右。目前全球对用于智能手机和其他设备的内存芯片的争夺正在升温","content":"<p>April 1st, according to people familiar with the matter,<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>as well as<a href=\"https://laohu8.com/S/WDC\">Western Digital</a>Both sides are exploring a potential deal to acquire Japanese semiconductor company Kioxia, which could value the company at around $30 billion. The current global scramble for memory chips for smartphones and other devices is heating up. At this time, the two companies have not settled on a Kioxia acquisition, and it is unclear how the deal will proceed.</p><p>If a deal is reached, it could be finalized later this spring, some people familiar with the matter said. Previously, Kioxia had planned an IPO, but the plan was put on hold at the end of September due to COVID-19 and market volatility. If Kioxia fails to reach an agreement with one of the companies, an IPO later this year is still possible, people familiar with the matter said.</p><p>Affected by this news, Western Digital and Micron Technology continued to rise after the market, rising by 7% and 3% respectively.</p><p><img src=\"https://static.tigerbbs.com/da96ca0c54f468872d3f5835c46b2d0c\" tg-width=\"1302\" tg-height=\"653\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/24248028b254fd66a317b032d9c41dfa\" tg-width=\"1302\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p><p>After the US stock market closed on April 1st,<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>Released fiscal second quarter 2021 results report. According to the financial report, the revenue in the second quarter of fiscal 2021 was US$6.24 billion, compared with the market expectation of US$6.214 billion and US$4.797 billion in the same period last year; Net income in the second quarter of fiscal 2021 was $603 million, compared with market expectations of $755 million and $405 million in the same period last year; Earnings of $0.53 per share for the second quarter of fiscal 2021 were compared to the market estimate of $0.67 and $0.36 for the same period last year.</p><p>Operating cash flow in the second fiscal quarter was $3.06 billion, compared with the market estimate of $2.61 billion; The adjusted gross profit margin in fiscal second quarter was +32.9%, and the market estimate was +32.4%.</p><p>It expects revenue of $6.9 billion to $7.3 billion in the fiscal third quarter, compared to the market estimate of $6.85 billion.</p><p>\"Micron's strong fiscal second quarter performance reflects a rapidly improving market environment and continued solid execution, as we have technological leadership in DRAM and NAND and are well-positioned to deliver new levels of user experience and innovation across data centers, among others,\" said Sanjay Mehrotra, president and CEO of Micron Technology.</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>Micron, Western Digital consider buying Kioxia, world's second-largest flash memory maker</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\">\nMicron, Western Digital consider buying Kioxia, world's second-largest flash memory maker\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\">2021-04-01 06:56</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>April 1st, according to people familiar with the matter,<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>as well as<a href=\"https://laohu8.com/S/WDC\">Western Digital</a>Both sides are exploring a potential deal to acquire Japanese semiconductor company Kioxia, which could value the company at around $30 billion. The current global scramble for memory chips for smartphones and other devices is heating up. At this time, the two companies have not settled on a Kioxia acquisition, and it is unclear how the deal will proceed.</p><p>If a deal is reached, it could be finalized later this spring, some people familiar with the matter said. Previously, Kioxia had planned an IPO, but the plan was put on hold at the end of September due to COVID-19 and market volatility. If Kioxia fails to reach an agreement with one of the companies, an IPO later this year is still possible, people familiar with the matter said.</p><p>Affected by this news, Western Digital and Micron Technology continued to rise after the market, rising by 7% and 3% respectively.</p><p><img src=\"https://static.tigerbbs.com/da96ca0c54f468872d3f5835c46b2d0c\" tg-width=\"1302\" tg-height=\"653\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/24248028b254fd66a317b032d9c41dfa\" tg-width=\"1302\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p><p>After the US stock market closed on April 1st,<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>Released fiscal second quarter 2021 results report. According to the financial report, the revenue in the second quarter of fiscal 2021 was US$6.24 billion, compared with the market expectation of US$6.214 billion and US$4.797 billion in the same period last year; Net income in the second quarter of fiscal 2021 was $603 million, compared with market expectations of $755 million and $405 million in the same period last year; Earnings of $0.53 per share for the second quarter of fiscal 2021 were compared to the market estimate of $0.67 and $0.36 for the same period last year.</p><p>Operating cash flow in the second fiscal quarter was $3.06 billion, compared with the market estimate of $2.61 billion; The adjusted gross profit margin in fiscal second quarter was +32.9%, and the market estimate was +32.4%.</p><p>It expects revenue of $6.9 billion to $7.3 billion in the fiscal third quarter, compared to the market estimate of $6.85 billion.</p><p>\"Micron's strong fiscal second quarter performance reflects a rapidly improving market environment and continued solid execution, as we have technological leadership in DRAM and NAND and are well-positioned to deliver new levels of user experience and innovation across data centers, among others,\" said Sanjay Mehrotra, president and CEO of Micron Technology.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"MU":"美光科技","WDC":"西部数据"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128264642","content_text":"4月1日讯，据知情人士透露，美光科技以及西部数据，双方都在探索收购日本半导体公司Kioxia的潜在交易，对这家公司的估值可能在300亿美元左右。目前全球对用于智能手机和其他设备的内存芯片的争夺正在升温。目前这两家公司还没有确定对Kioxia的收购，也不清楚交易将如何进行。一些知情人士说，如果达成协议，可能会在今年春季晚些时候敲定。此前Kioxia原本计划进行IPO，但由于新冠肺炎和市场波动，该计划于9月底被搁置。知情人士说，如果Kioxia未能与其中一家公司达成协议，仍有可能在今年晚些时候进行IPO。受此消息影响，西部数据、美光科技盘后持续走高，分别涨7%和3%。4月1日美股盘后，美光科技发布2021财年第二财季业绩报告。财报显示，2021财年第二财季营收62.4亿美元，市场预期62.14亿美元，去年同期47.97亿美元；2021财年第二财季净利润6.03亿美元，市场预期7.55亿美元，去年同期4.05亿美元；2021财年第二财季每股盈利0.53美元，市场预期0.67美元，去年同期0.36美元。第二财季营业现金流30.6亿美元，市场预估26.1亿美元；第二财季经调整毛利率+32.9%，市场预估+32.4%。预计第三财季营收69亿美元至73亿美元，市场预估68.5亿美元。美光科技总裁兼首席执行官Sanjay Mehrotra表示：“美光第二财季的强劲表现反映了快速改善的市场环境和持续稳健的执行力，我们在DRAM和NAND领域具有技术领先优势，并在整个数据中心等提供新的用户体验和创新水平方面处于有利地位。”","news_type":1,"symbols_score_info":{"WDC":0.9,"MU":0.9}},"isVote":1,"tweetType":1,"viewCount":3304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356459020,"gmtCreate":1616809376660,"gmtModify":1704799265289,"author":{"id":"3571627066348611","authorId":"3571627066348611","name":"SanGuo","avatar":"https://static.tigerbbs.com/2ae7b7834c27e538495b0e677576017b","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3571627066348611","authorIdStr":"3571627066348611"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356459020","repostId":"358168530","repostType":1,"repost":{"id":358168530,"gmtCreate":1616674093516,"gmtModify":1704797216114,"author":{"id":"20722186463466","authorId":"20722186463466","name":"爱发红包的虎妞","avatar":"https://static.tigerbbs.com/acf27be178fbc21279d1959ce5bec4e7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"20722186463466","authorIdStr":"20722186463466"},"themes":[],"title":"【有獎活動】曬曬你家的國貨！","htmlText":"“新疆棉花遭抵制”的事件，想必虎友們都關注到了，HM集團的聲明引發衆怒！目前，電商平臺像淘寶、京東、拼多多等都下架了HM的商品。 隨着事件發酵，和HM持相同立場的優衣庫、耐克、阿迪等等一衆企業也相繼被扒了出來。很多與品牌方有合作的明星表態支持新疆棉花，宋茜、黃軒、王一博等都發了聲明終止合作，不得不說，他們做出了好的表率！ 在中國賺個盆滿鉢溢，卻中傷中國、肆意栽贓，這些企業讓國人們感到相當氣憤！央視點評：這種行爲只會換來中國消費者“自衛”。 確實，情緒轉移到了股價上，A股市場上，美邦服飾等多隻紡織服裝股漲停；港股市場上，李寧、安踏等國產體育品牌被力挺~ 虎友們，是時候了！！ 虎妞準備了小活動【曬曬你家的國貨】，大家可以把自己買過最喜歡/最特別/最有故事的國貨產品曬出來，國貨當自強，還請大家踊躍參加噢！ 【徵集時間】 即日起-3月31日 【參與方式】 在本帖評論區“留言並轉發”即參與活動 選擇發帖子的方式參與活動，主題需選擇\"2021隨手拍\" 參與評選的內容，需包含：國貨照片+名稱/背後的小故事/感悟即可； 【活動獎勵】 一等獎：888虎幣 二等獎：288虎幣 參與獎：88虎幣 【特別說明】 根據圖片的質量，閱讀、轉發、評論、點贊量等綜合評選； 可註明地標配合圖片獲獎機率更高； 嚴禁抄襲、剽竊，一旦發現將取消參賽資格； 活動最終解釋權歸老虎社區所有 <a target=\"_blank\" href=\"https://laohu8.com/S/02331\">$李寧(02331)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/02020\">$安踏體育(02020)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NKE\">$耐克(NKE)$</a>","listText":"“新疆棉花遭抵制”的事件，想必虎友們都關注到了，HM集團的聲明引發衆怒！目前，電商平臺像淘寶、京東、拼多多等都下架了HM的商品。 隨着事件發酵，和HM持相同立場的優衣庫、耐克、阿迪等等一衆企業也相繼被扒了出來。很多與品牌方有合作的明星表態支持新疆棉花，宋茜、黃軒、王一博等都發了聲明終止合作，不得不說，他們做出了好的表率！ 在中國賺個盆滿鉢溢，卻中傷中國、肆意栽贓，這些企業讓國人們感到相當氣憤！央視點評：這種行爲只會換來中國消費者“自衛”。 確實，情緒轉移到了股價上，A股市場上，美邦服飾等多隻紡織服裝股漲停；港股市場上，李寧、安踏等國產體育品牌被力挺~ 虎友們，是時候了！！ 虎妞準備了小活動【曬曬你家的國貨】，大家可以把自己買過最喜歡/最特別/最有故事的國貨產品曬出來，國貨當自強，還請大家踊躍參加噢！ 【徵集時間】 即日起-3月31日 【參與方式】 在本帖評論區“留言並轉發”即參與活動 選擇發帖子的方式參與活動，主題需選擇\"2021隨手拍\" 參與評選的內容，需包含：國貨照片+名稱/背後的小故事/感悟即可； 【活動獎勵】 一等獎：888虎幣 二等獎：288虎幣 參與獎：88虎幣 【特別說明】 根據圖片的質量，閱讀、轉發、評論、點贊量等綜合評選； 可註明地標配合圖片獲獎機率更高； 嚴禁抄襲、剽竊，一旦發現將取消參賽資格； 活動最終解釋權歸老虎社區所有 <a target=\"_blank\" href=\"https://laohu8.com/S/02331\">$李寧(02331)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/02020\">$安踏體育(02020)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NKE\">$耐克(NKE)$</a>","text":"“新疆棉花遭抵制”的事件，想必虎友們都關注到了，HM集團的聲明引發衆怒！目前，電商平臺像淘寶、京東、拼多多等都下架了HM的商品。 隨着事件發酵，和HM持相同立場的優衣庫、耐克、阿迪等等一衆企業也相繼被扒了出來。很多與品牌方有合作的明星表態支持新疆棉花，宋茜、黃軒、王一博等都發了聲明終止合作，不得不說，他們做出了好的表率！ 在中國賺個盆滿鉢溢，卻中傷中國、肆意栽贓，這些企業讓國人們感到相當氣憤！央視點評：這種行爲只會換來中國消費者“自衛”。 確實，情緒轉移到了股價上，A股市場上，美邦服飾等多隻紡織服裝股漲停；港股市場上，李寧、安踏等國產體育品牌被力挺~ 虎友們，是時候了！！ 虎妞準備了小活動【曬曬你家的國貨】，大家可以把自己買過最喜歡/最特別/最有故事的國貨產品曬出來，國貨當自強，還請大家踊躍參加噢！ 【徵集時間】 即日起-3月31日 【參與方式】 在本帖評論區“留言並轉發”即參與活動 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