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yyykkk
yyykkk
·
2022-01-14
机构用心险恶,12美元? 卖废铜烂铁都不止这个价,希望市场狠狠打脸这些缺德的分析师
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yyykkk
yyykkk
·
2021-12-15
木头姐已经成了笑话,还通缩?
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yyykkk
yyykkk
·
2021-12-14
木头姐的操作 是最佳反向指标
传ARK基金减持辉瑞(PFE)及亚马逊(AMZN)等股
凤凰网港股|据悉,“木头姐”凯西·伍德旗下ARK基金减持辉瑞(PFE)、亚马逊(AMZN)、Meta Platforms(FB),增持UiPath(PATH)、Robinhood(HOOD)、Nu Holdings(NU)。
传ARK基金减持辉瑞(PFE)及亚马逊(AMZN)等股
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yyykkk
yyykkk
·
2021-12-10
贾骗子也要穷途末路了
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yyykkk
yyykkk
·
2021-11-17
直接加个零卖给下家,这些股票真是吓死我了
千亿市值不是梦,Lucid上升潜力巨大
一直被视为特斯拉最主要竞争对手之一的Lucid Group (NASDAQ:LCID)在美东时间11月15日(周一)美股盘后公布了三季度业绩报告。 财报亮点颇多 财报显示,第三季度营收为23.2万美元
千亿市值不是梦,Lucid上升潜力巨大
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yyykkk
yyykkk
·
2021-09-27
坐看看空美光的被打脸
尽管芯片需求强劲,分析师预计美光科技Q4业绩难超预期
美光科技将于9月28日公布2021年第四季度财报。Zacks预期其Q4调整后每股收益为 2.31 美元,同比增长113.9%;预计营收为81.9 亿美元,同比增长35.3%。 该公司在过去四个季度的收益都超过了Zacks的共识估计,平均较预期高出7.7%。 在家工作和学习的情况刺激了个人电脑制造商和数据中心运营商对芯片的大量需求,预计这将推动美光科技第四季度业绩。 Zacks予美光科技的评级为4(卖出),根据模型,美光本季度的收益可能不会超过预期。
尽管芯片需求强劲,分析师预计美光科技Q4业绩难超预期
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yyykkk
yyykkk
·
2021-09-13
有没有人像我这样,对这些内容完全看不懂,也不知道这些技术和发展到底是为了什么,对社会和进步是什么用的?
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yyykkk
yyykkk
·
2021-09-07
厌恶wood, 天天鼓吹不靠谱泡沐
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yyykkk
yyykkk
·
2021-08-17
好内容,摩根斯坦利分析师内容我第一眼就觉得不可思议, 完全不符合常识
Micron Technology: Winter May Be Coming, But Not This Year... Nor The Next
Summary The Morgan Stanley downgrade of Memory chips was based on PC DRAM ASPs that represent just
Micron Technology: Winter May Be Coming, But Not This Year... Nor The Next
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yyykkk
yyykkk
·
2021-07-19
匹夫无罪 怀璧有罪, 台积电就是美国砧板上的肉
美国工程师去了台积电总部!刘德音放出猛料,3nm还能保住吗?
7月15日,台积电发布了第二季度财报,并就此召开了在线法说会。台积电有分析称,这是因为台积电的盈利能力下降了,所以投资者才会兴趣大减。会上,台积电董事长刘德音放出了两则猛料。其一是100多名美国工程师,带着家属去了台积电总部,将接受为期12到18个月的培训。这是台积电最先进的技术,到时候美国工程师可能又要去总部学习,叫投资者如何不担心?此前,南京28nm工厂扩产计划被叫停。
美国工程师去了台积电总部!刘德音放出猛料,3nm还能保住吗?
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href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN)、<a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>(FB),增持<a href=\"https://laohu8.com/S/PATH\">UiPath</a>(PATH)、Robinhood(HOOD)、Nu Holdings(NU)。</p></body></html>","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>传ARK基金减持辉瑞(PFE)及亚马逊(AMZN)等股</title>\n<style 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href=\"https://laohu8.com/S/PFE\">辉瑞</a>(PFE)、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN)、<a href=\"https://laohu8.com/S/FB\">Meta Platforms</a>(FB),增持<a href=\"https://laohu8.com/S/PATH\">UiPath</a>(PATH)、Robinhood(HOOD)、Nu Holdings(NU)。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/51edcbed4cc4bf7f4b7ca9a4a8cb859d","relate_stocks":{"BK4507":"流媒体概念","BK4534":"瑞士信贷持仓","BK4007":"制药","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","BK4524":"宅经济概念","BK4535":"淡马锡持仓","ARKK":"ARK Innovation ETF","BK4559":"巴菲特持仓","BK4527":"明星科技股","BK4538":"云计算","BK4550":"红杉资本持仓","BK4568":"美国抗疫概念","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","BK4551":"寇图资本持仓","AMZN":"亚马逊","BK4544":"ARK ETF合集","BK4561":"索罗斯持仓","BK4548":"巴美列捷福持仓","PFE":"辉瑞","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓"},"source_url":"http://hknews.szfuit.com/newRssInfo/feed?original_id=ec736e00794bd6669a8bd7fee4956b01","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2191788938","content_text":"凤凰网港股|据悉,“木头姐”凯西·伍德旗下ARK基金减持辉瑞(PFE)、亚马逊(AMZN)、Meta Platforms(FB),增持UiPath(PATH)、Robinhood(HOOD)、Nu Holdings(NU)。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1610,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":605100876,"gmtCreate":1639124034011,"gmtModify":1639124034011,"author":{"id":"3559956192210914","authorId":"3559956192210914","name":"yyykkk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559956192210914","authorIdStr":"3559956192210914"},"themes":[],"htmlText":"贾骗子也要穷途末路了","listText":"贾骗子也要穷途末路了","text":"贾骗子也要穷途末路了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/605100876","repostId":"2190400476","repostType":4,"isVote":1,"tweetType":1,"viewCount":2492,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871429743,"gmtCreate":1637107136414,"gmtModify":1637107136414,"author":{"id":"3559956192210914","authorId":"3559956192210914","name":"yyykkk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559956192210914","authorIdStr":"3559956192210914"},"themes":[],"htmlText":"直接加个零卖给下家,这些股票真是吓死我了","listText":"直接加个零卖给下家,这些股票真是吓死我了","text":"直接加个零卖给下家,这些股票真是吓死我了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/871429743","repostId":"1125979652","repostType":4,"repost":{"id":"1125979652","kind":"news","weMediaInfo":{"introduction":"全球第五大财经门户网站Investing.com中国官方微信,提供全球各国海量金融资讯和实时行情数据,包括股票股指、外汇、期货、基金、债券、加密货币等。关注全球金融市场动态的投资者千万不可错过。","home_visible":1,"media_name":"英为财情Investing","id":"92","head_image":"https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313"},"pubTimestamp":1637058775,"share":"https://www.laohu8.com/m/news/1125979652?lang=&edition=full","pubTime":"2021-11-16 18:32","market":"us","language":"zh","title":"千亿市值不是梦,Lucid上升潜力巨大","url":"https://stock-news.laohu8.com/highlight/detail?id=1125979652","media":"英为财情Investing","summary":"一直被视为特斯拉最主要竞争对手之一的Lucid Group (NASDAQ:LCID)在美东时间11月15日(周一)美股盘后公布了三季度业绩报告。\n财报亮点颇多\n财报显示,第三季度营收为23.2万美元","content":"<p>一直被视为<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>最主要竞争对手之一的Lucid Group (NASDAQ:LCID)在美东时间11月15日(周一)美股盘后公布了三季度业绩报告。</p>\n<p><b>财报亮点颇多</b></p>\n<p>财报显示,第三季度营收为23.2万美元,低于市场普遍预期的125万美元,也低于去年同期的33.4万美元,同比下降31%;净亏损5.24亿美元,上年同期为1.61亿美元,同比扩大225%;摊薄后每股亏损0.43美元,上年同期为6.64美元。此外,该公司目前的现金余额为 48 亿美元。</p>\n<p>虽然财报并不亮眼,但是好消息是Lucid刚刚发布的电动汽车Air已经获得了超过1.7万份订单,预计订单金额超过13亿美元。值得一提的是上个月的订单量就超过 13,000 台,表明其订单增长迅速。该公司预计明年将生产2万辆汽车。</p>\n<p>巨额现金、订单增长和未来产量令人浮想联翩,财报公布后,在11月15日的尾盘交易中,Lucid股价上涨4%。</p>\n<p><img src=\"https://static.tigerbbs.com/cd5a25063a413be165056ef7e7ea3dcb\" tg-width=\"1080\" tg-height=\"462\" referrerpolicy=\"no-referrer\">Lucid走势图,来源:Investing.com</p>\n<p><b>产品本身是关键</b></p>\n<p>抛开资本、运营、产能等问题,一个汽车公司最大核心是其所制造的汽车本身。特斯拉和<a href=\"https://laohu8.com/S/002594\">比亚迪</a>等新能源车商之所以能有如此高的成就,离不开其过硬的产品实力。</p>\n<p>Lucid的核心竞争力在于一定程度上解决了“续航焦虑”,单次充电最远可行驶520英里(EPA认证续航里程,约837公里),是美国市场上销售的电动汽车中续航最长的车型,它原本对标的特斯拉超长续航车型Model S Plaid+生产早已取消。</p>\n<p>在最近的MotorTrend年度最佳汽车奖评中,Lucid Air击败一众对手,荣获“年度汽车”奖。Lucid Air在效率、价值、设计先进性、工程卓越性、安全性和预期功能的性能六项关键标准中表现出色,击败了包括奔驰EQS和保时捷Taycan等24名竞争对手。</p>\n<p>不过Lucid Air是一款新车,产品质量还需市场进一步检验。</p>\n<p>目前Lucid Air的售价为16.9万美元(约合104万人民币左右),即使未来较低配置的车型也要13.9万美元,这个价格比特斯拉最顶配的轿跑车型Model S Plaid的售价12.3740美元,还要贵上不少。</p>\n<p>消费者是否会为了购买一台新上市的电动车而付出如此高昂的价格呢?</p>\n<p><b>产能稳固提高</b></p>\n<p>Lucid位于亚利桑那州卡萨格兰德的先进制造工厂(AMP-1)已投入运营,年产量可达3.4万辆。预计到 2023年底,产能将达到每年9万辆。第二阶段的扩建预计将增加285万平方英尺的生产面积,并将进一步垂直整合生产流程。</p>\n<p>展望未来,Lucid 首席执行官Peter Rawlinson表示看到市场对Lucid Air的巨大需求,随着亚利桑那州工厂的生产规模扩大,预订量也在加快增长。公司仍有望在2022年实现生产2万辆汽车的目标。但是他也承认,全球供应链的持续中断可能会带来风险,该公司正在采取措施来降低这一风险。</p>\n<p>产能的提高对于车企来说至关重要,规模化意味着成本将会下降,也意味着更大的定价空间。就像特斯拉一样,在规模扩大之后,随着成本下降,特斯拉也在不断地下调其电动车的售价。</p>\n<p><b>升值潜力大</b></p>\n<p>Lucid目前市值约为726亿美元,比同为造车新势力的<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车 (NYSE:NIO)406亿美元和<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a> (NYSE:XPEV)303亿美元高很多,但是比第一梯队特斯拉 (NASDAQ:TSLA)1万亿美元和比亚迪 (SZ:002594)1360亿美元还是差上不少。</p>\n<p>不过值得一提的是,一辆车都还没有卖刚上市四天估值就已经达到1300亿美元,仅次于比亚迪的Rivian(NASDAQ:RIVN),已经成为全球市值第五的汽车制造商,要知道特斯拉当初上市市值也只有20亿美元。</p>\n<p>Rivian和Lucid一个主打电动SUV和皮卡,一个主打电动轿车,但是不论从哪个角度来看Lucid都不比Rivian要差,甚至很多方面都要强于Rivian。不能仅仅是因为其背靠<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和福特市值就可以比Lucid高出将近一倍。若以Rivian为标准的话,Lucid显然是被低估了,而且上升潜力也更大。</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>千亿市值不是梦,Lucid上升潜力巨大</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{ 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margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n千亿市值不是梦,Lucid上升潜力巨大\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/92\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/406e2b4996e14cd8a66a2a6864ef4313);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">英为财情Investing </p>\n<p class=\"h-time\">2021-11-16 18:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>一直被视为<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>最主要竞争对手之一的Lucid Group (NASDAQ:LCID)在美东时间11月15日(周一)美股盘后公布了三季度业绩报告。</p>\n<p><b>财报亮点颇多</b></p>\n<p>财报显示,第三季度营收为23.2万美元,低于市场普遍预期的125万美元,也低于去年同期的33.4万美元,同比下降31%;净亏损5.24亿美元,上年同期为1.61亿美元,同比扩大225%;摊薄后每股亏损0.43美元,上年同期为6.64美元。此外,该公司目前的现金余额为 48 亿美元。</p>\n<p>虽然财报并不亮眼,但是好消息是Lucid刚刚发布的电动汽车Air已经获得了超过1.7万份订单,预计订单金额超过13亿美元。值得一提的是上个月的订单量就超过 13,000 台,表明其订单增长迅速。该公司预计明年将生产2万辆汽车。</p>\n<p>巨额现金、订单增长和未来产量令人浮想联翩,财报公布后,在11月15日的尾盘交易中,Lucid股价上涨4%。</p>\n<p><img src=\"https://static.tigerbbs.com/cd5a25063a413be165056ef7e7ea3dcb\" tg-width=\"1080\" tg-height=\"462\" referrerpolicy=\"no-referrer\">Lucid走势图,来源:Investing.com</p>\n<p><b>产品本身是关键</b></p>\n<p>抛开资本、运营、产能等问题,一个汽车公司最大核心是其所制造的汽车本身。特斯拉和<a href=\"https://laohu8.com/S/002594\">比亚迪</a>等新能源车商之所以能有如此高的成就,离不开其过硬的产品实力。</p>\n<p>Lucid的核心竞争力在于一定程度上解决了“续航焦虑”,单次充电最远可行驶520英里(EPA认证续航里程,约837公里),是美国市场上销售的电动汽车中续航最长的车型,它原本对标的特斯拉超长续航车型Model S Plaid+生产早已取消。</p>\n<p>在最近的MotorTrend年度最佳汽车奖评中,Lucid Air击败一众对手,荣获“年度汽车”奖。Lucid Air在效率、价值、设计先进性、工程卓越性、安全性和预期功能的性能六项关键标准中表现出色,击败了包括奔驰EQS和保时捷Taycan等24名竞争对手。</p>\n<p>不过Lucid Air是一款新车,产品质量还需市场进一步检验。</p>\n<p>目前Lucid Air的售价为16.9万美元(约合104万人民币左右),即使未来较低配置的车型也要13.9万美元,这个价格比特斯拉最顶配的轿跑车型Model S Plaid的售价12.3740美元,还要贵上不少。</p>\n<p>消费者是否会为了购买一台新上市的电动车而付出如此高昂的价格呢?</p>\n<p><b>产能稳固提高</b></p>\n<p>Lucid位于亚利桑那州卡萨格兰德的先进制造工厂(AMP-1)已投入运营,年产量可达3.4万辆。预计到 2023年底,产能将达到每年9万辆。第二阶段的扩建预计将增加285万平方英尺的生产面积,并将进一步垂直整合生产流程。</p>\n<p>展望未来,Lucid 首席执行官Peter Rawlinson表示看到市场对Lucid Air的巨大需求,随着亚利桑那州工厂的生产规模扩大,预订量也在加快增长。公司仍有望在2022年实现生产2万辆汽车的目标。但是他也承认,全球供应链的持续中断可能会带来风险,该公司正在采取措施来降低这一风险。</p>\n<p>产能的提高对于车企来说至关重要,规模化意味着成本将会下降,也意味着更大的定价空间。就像特斯拉一样,在规模扩大之后,随着成本下降,特斯拉也在不断地下调其电动车的售价。</p>\n<p><b>升值潜力大</b></p>\n<p>Lucid目前市值约为726亿美元,比同为造车新势力的<a href=\"https://laohu8.com/S/NIO\">蔚来</a>汽车 (NYSE:NIO)406亿美元和<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a> (NYSE:XPEV)303亿美元高很多,但是比第一梯队特斯拉 (NASDAQ:TSLA)1万亿美元和比亚迪 (SZ:002594)1360亿美元还是差上不少。</p>\n<p>不过值得一提的是,一辆车都还没有卖刚上市四天估值就已经达到1300亿美元,仅次于比亚迪的Rivian(NASDAQ:RIVN),已经成为全球市值第五的汽车制造商,要知道特斯拉当初上市市值也只有20亿美元。</p>\n<p>Rivian和Lucid一个主打电动SUV和皮卡,一个主打电动轿车,但是不论从哪个角度来看Lucid都不比Rivian要差,甚至很多方面都要强于Rivian。不能仅仅是因为其背靠<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和福特市值就可以比Lucid高出将近一倍。若以Rivian为标准的话,Lucid显然是被低估了,而且上升潜力也更大。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/feab65090845d7956ac1858c7f62d5db","relate_stocks":{"LCID":"Lucid Group Inc"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125979652","content_text":"一直被视为特斯拉最主要竞争对手之一的Lucid Group (NASDAQ:LCID)在美东时间11月15日(周一)美股盘后公布了三季度业绩报告。\n财报亮点颇多\n财报显示,第三季度营收为23.2万美元,低于市场普遍预期的125万美元,也低于去年同期的33.4万美元,同比下降31%;净亏损5.24亿美元,上年同期为1.61亿美元,同比扩大225%;摊薄后每股亏损0.43美元,上年同期为6.64美元。此外,该公司目前的现金余额为 48 亿美元。\n虽然财报并不亮眼,但是好消息是Lucid刚刚发布的电动汽车Air已经获得了超过1.7万份订单,预计订单金额超过13亿美元。值得一提的是上个月的订单量就超过 13,000 台,表明其订单增长迅速。该公司预计明年将生产2万辆汽车。\n巨额现金、订单增长和未来产量令人浮想联翩,财报公布后,在11月15日的尾盘交易中,Lucid股价上涨4%。\nLucid走势图,来源:Investing.com\n产品本身是关键\n抛开资本、运营、产能等问题,一个汽车公司最大核心是其所制造的汽车本身。特斯拉和比亚迪等新能源车商之所以能有如此高的成就,离不开其过硬的产品实力。\nLucid的核心竞争力在于一定程度上解决了“续航焦虑”,单次充电最远可行驶520英里(EPA认证续航里程,约837公里),是美国市场上销售的电动汽车中续航最长的车型,它原本对标的特斯拉超长续航车型Model S Plaid+生产早已取消。\n在最近的MotorTrend年度最佳汽车奖评中,Lucid Air击败一众对手,荣获“年度汽车”奖。Lucid Air在效率、价值、设计先进性、工程卓越性、安全性和预期功能的性能六项关键标准中表现出色,击败了包括奔驰EQS和保时捷Taycan等24名竞争对手。\n不过Lucid Air是一款新车,产品质量还需市场进一步检验。\n目前Lucid Air的售价为16.9万美元(约合104万人民币左右),即使未来较低配置的车型也要13.9万美元,这个价格比特斯拉最顶配的轿跑车型Model S Plaid的售价12.3740美元,还要贵上不少。\n消费者是否会为了购买一台新上市的电动车而付出如此高昂的价格呢?\n产能稳固提高\nLucid位于亚利桑那州卡萨格兰德的先进制造工厂(AMP-1)已投入运营,年产量可达3.4万辆。预计到 2023年底,产能将达到每年9万辆。第二阶段的扩建预计将增加285万平方英尺的生产面积,并将进一步垂直整合生产流程。\n展望未来,Lucid 首席执行官Peter Rawlinson表示看到市场对Lucid Air的巨大需求,随着亚利桑那州工厂的生产规模扩大,预订量也在加快增长。公司仍有望在2022年实现生产2万辆汽车的目标。但是他也承认,全球供应链的持续中断可能会带来风险,该公司正在采取措施来降低这一风险。\n产能的提高对于车企来说至关重要,规模化意味着成本将会下降,也意味着更大的定价空间。就像特斯拉一样,在规模扩大之后,随着成本下降,特斯拉也在不断地下调其电动车的售价。\n升值潜力大\nLucid目前市值约为726亿美元,比同为造车新势力的蔚来汽车 (NYSE:NIO)406亿美元和小鹏汽车 (NYSE:XPEV)303亿美元高很多,但是比第一梯队特斯拉 (NASDAQ:TSLA)1万亿美元和比亚迪 (SZ:002594)1360亿美元还是差上不少。\n不过值得一提的是,一辆车都还没有卖刚上市四天估值就已经达到1300亿美元,仅次于比亚迪的Rivian(NASDAQ:RIVN),已经成为全球市值第五的汽车制造商,要知道特斯拉当初上市市值也只有20亿美元。\nRivian和Lucid一个主打电动SUV和皮卡,一个主打电动轿车,但是不论从哪个角度来看Lucid都不比Rivian要差,甚至很多方面都要强于Rivian。不能仅仅是因为其背靠亚马逊和福特市值就可以比Lucid高出将近一倍。若以Rivian为标准的话,Lucid显然是被低估了,而且上升潜力也更大。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":866999903,"gmtCreate":1632718286202,"gmtModify":1632718506955,"author":{"id":"3559956192210914","authorId":"3559956192210914","name":"yyykkk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559956192210914","authorIdStr":"3559956192210914"},"themes":[],"htmlText":"坐看看空美光的被打脸","listText":"坐看看空美光的被打脸","text":"坐看看空美光的被打脸","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/866999903","repostId":"2170645634","repostType":4,"repost":{"id":"2170645634","kind":"highlight","pubTimestamp":1632713105,"share":"https://www.laohu8.com/m/news/2170645634?lang=&edition=full","pubTime":"2021-09-27 11:25","market":"us","language":"zh","title":"尽管芯片需求强劲,分析师预计美光科技Q4业绩难超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2170645634","media":"新浪财经","summary":" 美光科技将于9月28日公布2021年第四季度财报。Zacks预期其Q4调整后每股收益为 2.31 美元,同比增长113.9%;预计营收为81.9 亿美元,同比增长35.3%。 该公司在过去四个季度的收益都超过了Zacks的共识估计,平均较预期高出7.7%。 在家工作和学习的情况刺激了个人电脑制造商和数据中心运营商对芯片的大量需求,预计这将推动美光科技第四季度业绩。 Zacks予美光科技的评级为4(卖出),根据模型,美光本季度的收益可能不会超过预期。","content":"<p><a href=\"https://laohu8.com/S/MU\">美光科技</a>(MU.US)将于9月28日公布2021年第四季度财报。 Zacks预期其Q4调整后每股收益为 2.31 美元,同比增长113.9%;预计营收为81.9 亿美元,同比增长35.3%。</p>\n<p>该公司在过去四个季度的收益都超过了Zacks的共识估计,平均较预期高出7.7%。</p>\n<p><img src=\"https://static.tigerbbs.com/893e998d1767599e575186603826c2d7\" tg-width=\"578\" tg-height=\"315\" referrerpolicy=\"no-referrer\"></p>\n<p>需要考虑的因素</p>\n<p>在家工作和学习的情况刺激了个人电脑制造商和数据中心运营商对芯片的大量需求,预计这将推动美光科技第四季度业绩。</p>\n<p>疫情期间的远程工作和在线学习趋势也促进了对云存储的需求。 此外,封锁促进了全球在线和电子商务服务的使用,迫使数据中心运营商增加容量,以适应云服务的需求激增。 这些因素都可能提高美光在本季度的营收。</p>\n<p>预计第四季度的云计算、图形、个人电脑和笔记本电脑、5G和汽车市场的DRAM Bit出货量稳步上升。</p>\n<p>不过,利润率较低的 NAND产品的占比上升,加上内存价格较低且制造成本难以下降,预计将使利润率吃紧。</p>\n<p>此外,更高的预审费用和人工费用可能对美光公司第四季度的业绩产生负面影响。 在第二季度的财报电话会议上,该公司指出,由于预审费用和人工费用的增加,预计2021财年下半年的运营费用将增加。</p>\n<p>另外,由于恢复加薪,预计第四季度的运营费用将大幅增加。 这可能会损害季度利润率和盈利能力。</p>\n<p>Zacks予美光科技的评级为4(卖出),根据模型,美光本季度的收益可能不会超过预期。</p>","source":"sina_us","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>尽管芯片需求强劲,分析师预计美光科技Q4业绩难超预期</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尽管芯片需求强劲,分析师预计美光科技Q4业绩难超预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-27 11:25 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2021-09-27/doc-iktzscyx6559050.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美光科技(MU.US)将于9月28日公布2021年第四季度财报。 Zacks预期其Q4调整后每股收益为 2.31 美元,同比增长113.9%;预计营收为81.9 亿美元,同比增长35.3%。\n该公司在过去四个季度的收益都超过了Zacks的共识估计,平均较预期高出7.7%。\n\n需要考虑的因素\n在家工作和学习的情况刺激了个人电脑制造商和数据中心运营商对芯片的大量需求,预计这将推动美光科技第四季度业绩。...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-09-27/doc-iktzscyx6559050.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/8b81c0c0111c68e734ad1f1bf2673e76","relate_stocks":{"159813":"芯片","MU":"美光科技"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-09-27/doc-iktzscyx6559050.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2170645634","content_text":"美光科技(MU.US)将于9月28日公布2021年第四季度财报。 Zacks预期其Q4调整后每股收益为 2.31 美元,同比增长113.9%;预计营收为81.9 亿美元,同比增长35.3%。\n该公司在过去四个季度的收益都超过了Zacks的共识估计,平均较预期高出7.7%。\n\n需要考虑的因素\n在家工作和学习的情况刺激了个人电脑制造商和数据中心运营商对芯片的大量需求,预计这将推动美光科技第四季度业绩。\n疫情期间的远程工作和在线学习趋势也促进了对云存储的需求。 此外,封锁促进了全球在线和电子商务服务的使用,迫使数据中心运营商增加容量,以适应云服务的需求激增。 这些因素都可能提高美光在本季度的营收。\n预计第四季度的云计算、图形、个人电脑和笔记本电脑、5G和汽车市场的DRAM Bit出货量稳步上升。\n不过,利润率较低的 NAND产品的占比上升,加上内存价格较低且制造成本难以下降,预计将使利润率吃紧。\n此外,更高的预审费用和人工费用可能对美光公司第四季度的业绩产生负面影响。 在第二季度的财报电话会议上,该公司指出,由于预审费用和人工费用的增加,预计2021财年下半年的运营费用将增加。\n另外,由于恢复加薪,预计第四季度的运营费用将大幅增加。 这可能会损害季度利润率和盈利能力。\nZacks予美光科技的评级为4(卖出),根据模型,美光本季度的收益可能不会超过预期。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":888688797,"gmtCreate":1631493521719,"gmtModify":1631493521719,"author":{"id":"3559956192210914","authorId":"3559956192210914","name":"yyykkk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559956192210914","authorIdStr":"3559956192210914"},"themes":[],"htmlText":"有没有人像我这样,对这些内容完全看不懂,也不知道这些技术和发展到底是为了什么,对社会和进步是什么用的?","listText":"有没有人像我这样,对这些内容完全看不懂,也不知道这些技术和发展到底是为了什么,对社会和进步是什么用的?","text":"有没有人像我这样,对这些内容完全看不懂,也不知道这些技术和发展到底是为了什么,对社会和进步是什么用的?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/888688797","repostId":"1132461050","repostType":4,"isVote":1,"tweetType":1,"viewCount":2718,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":817506645,"gmtCreate":1630973125687,"gmtModify":1630973125687,"author":{"id":"3559956192210914","authorId":"3559956192210914","name":"yyykkk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559956192210914","authorIdStr":"3559956192210914"},"themes":[],"htmlText":"厌恶wood, 天天鼓吹不靠谱泡沐","listText":"厌恶wood, 天天鼓吹不靠谱泡沐","text":"厌恶wood, 天天鼓吹不靠谱泡沐","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/817506645","repostId":"1101678797","repostType":4,"isVote":1,"tweetType":1,"viewCount":2735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":839766262,"gmtCreate":1629182819256,"gmtModify":1629182819256,"author":{"id":"3559956192210914","authorId":"3559956192210914","name":"yyykkk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559956192210914","authorIdStr":"3559956192210914"},"themes":[],"htmlText":"好内容,摩根斯坦利分析师内容我第一眼就觉得不可思议, 完全不符合常识","listText":"好内容,摩根斯坦利分析师内容我第一眼就觉得不可思议, 完全不符合常识","text":"好内容,摩根斯坦利分析师内容我第一眼就觉得不可思议, 完全不符合常识","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/839766262","repostId":"1162723925","repostType":2,"repost":{"id":"1162723925","kind":"news","pubTimestamp":1629170609,"share":"https://www.laohu8.com/m/news/1162723925?lang=&edition=full","pubTime":"2021-08-17 11:23","market":"us","language":"en","title":"Micron Technology: Winter May Be Coming, But Not This Year... Nor The Next","url":"https://stock-news.laohu8.com/highlight/detail?id=1162723925","media":"seekingalpha","summary":"Summary\n\nThe Morgan Stanley downgrade of Memory chips was based on PC DRAM ASPs that represent just ","content":"<p><b>Summary</b></p>\n<ul>\n <li>The Morgan Stanley downgrade of Memory chips was based on PC DRAM ASPs that represent just 15% of the total DRAM demand.</li>\n <li>The report addressed dropping PC sales, but failed to recognize that DRAM content per PC is increasing each year.</li>\n <li>The report focuses on DRAM spot prices, instead of contract prices that make up 90% of supplier ASPs.</li>\n</ul>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/72f0a26068ce9a56688977e5a0dd9578\" tg-width=\"1536\" tg-height=\"1024\" referrerpolicy=\"no-referrer\"><span>borisyankov/E+ via Getty Images</span></p>\n<p>Morgan Stanley analysts downgraded Micron(NASDAQ:MU)to equal weight from overweight, in their industry report titled, “Memory - Winter Is Coming.\" MS cautioned of a coming cool down in the DRAM memory business that could lead to lower DRAM prices.</p>\n<p>Morgan Stanley noted that</p>\n<blockquote>\n “DRAM conditions are losing steam, and our inflection signposts suggest caution from here there’s been a change from mid-cycle to late cycle, and that this phase-change has historically meant a challenging backdrop for forward returns.”\n</blockquote>\n<p>Micron Technology’sstock had its worst single-day percentage decline since March 16, 2020, when it fell 19.8%. MU's stock price for the past year is shown in Chart 1, illustrating the sell-off in the past few days coupled with a drop of more than 25% since reaching a high on April 12, 2021.</p>\n<p><img src=\"https://static.tigerbbs.com/ea0b20556a40eb39c18b7aa1ed295e1c\" tg-width=\"634\" tg-height=\"416\" referrerpolicy=\"no-referrer\"></p>\n<p>Chart 1</p>\n<p>This article presents data that refutes the underlying case presented by Morgan Stanley that worsening DRAM demand is contributing to an acceleration of the end of the current memory upcycle leading to the start of a down cycle in 1Q 2022.</p>\n<p><b>Morgan Stanley’s Misinterpretation of Data#1 Small Percentage of PC DRAM</b></p>\n<p>The first point is the emphasis by Morgan Stanley on PC DRAM price erosion as a harbinger for the downturn in the DRAM market. Why? Because PCs represent just 15% of the demand for DRAMs,as shown in Chart 2, according to our report entitled “<i>Hot ICs: A Market Analysis of Artificial Intelligence, 5G, CMOS Image Sensors, and Memory Chips.\"</i></p>\n<p><img src=\"https://static.tigerbbs.com/0b40e66f4b73b27303075791c19fe36f\" tg-width=\"640\" tg-height=\"465\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Chart 2</p>\n<p><b>#2 Increased DRAM content per PC</b></p>\n<p>The 15% DRAM demand for PCs is hardly enough to cause a stop in the memory cycle. But that's beside the point. Morgan Stanley overlooks the fact that DRAM content per PC increases each year even if the PC market has slowed.</p>\n<p>Chart 3 shows that PC unit shipments between 2015 and 2023. Indeed, my forecast shows that PCs will decrease in 2022 and 2023, but the decrease is due to a normalization of PC demand following the extraordinary demand for PCs during the work/study/stay-at-home orders associated with the COVID pandemic in 2020 that carried over into 2021.</p>\n<p>Prior to 2020, the PC market was decreasing, and I anticipate a corresponding return normalcy with a decrease of a few percent per year in 2022 and 2023. I estimate that DRAM content per PC will increase from 5.5 GB in 2015 to 14 GB in 2023. That’s an increase of 2.5 times during this period.</p>\n<p><img src=\"https://static.tigerbbs.com/5732cd4948d7209d76ccb4f7628560ab\" tg-width=\"640\" tg-height=\"465\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Chart 3</p>\n<p>Thus, although PC units will decrease, DRAM content will increase during the next two years. But factoring in the increase in DRAM content per PC, we see in Chart 4 a much different growth in DRAMs.</p>\n<p><img src=\"https://static.tigerbbs.com/7c21d24f41f7f77bc00c62ed82b44f62\" tg-width=\"640\" tg-height=\"465\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Chart 4</p>\n<p><b>#3 Spot ASPs are Different than Contract ASPs</b></p>\n<p>Chart 5 shows DRAM data comparison for Spot ASPs vs Contract ASPs. The entire rationale for the TrendForce and Morgan Stanley reports is the drop in spot prices in 2021, and the resultant end of the current memory cycle.</p>\n<p><img src=\"https://static.tigerbbs.com/b5a2774dcaff2d53edd141e0cc1e2d13\" tg-width=\"640\" tg-height=\"346\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\">Chart 5</p>\n<p>Why they chose the drop in spot prices as the catalyst for the end of the cycle vs. the increase in contract prices as a catalyst for strong memory growth is irrational and illogical.</p>\n<p>Importantly, there's no correlation between PC sales (Chart 3) and prices (Chart 5). In Chart 3, PC sales were at their lowest period (2017 and 2018) while ASPs were at their highest. Thus, there's an inverse relationship between PC sales and ASPs, not a direct relationship that would add credibility to the MS forecast.</p>\n<p><b>#4 Spot ASPs Are a Function of Fear, Uncertainty, and Doubt (FUD Factor)</b></p>\n<p>Also note that Chart 5 shows that spot and contract prices tracked between October 2016 and the end of 2000. A bifurcation in spot vs contract prices then took place in which spot prices escalated and then collapsed, while contract prices continued a strong growth with no abatement.</p>\n<p>This bifurcation is clearly the result of the “semiconductor shortage” in which prices on the spot market have risen as a result of a perceived shortage of memory that has been interpreted as impacting not only automobiles, but every application using chips.</p>\n<p>TrendForce attempted to explain the shortage is due to stockpiling by PC suppliers, and I agree, which I also attributed to the DRAM collapse in 2000.I discussed stockpiling and hoarding as a major factor in 2000 and 2020, in a June 24, 2021 Semiconductor Deep Dive Marketplace newsletter articlehere.</p>\n<p>However, TrendForce’s statement in its press release of downward pressure on price hikes runs counter to the data in Chart 5 that contract prices have continued to increase unabated.</p>\n<blockquote>\n “Regarding the contract market, PC OEMs currently carry relatively high levels of DRAM inventory because they substantially stocked up on PC DRAM beforehand in anticipation of an upcoming shortage. Not only has PC OEMs’ high DRAM inventory put downward pressure on possible price hikes for PC DRAM, but the gradual lifting of COVID-related restrictions in Europe and the US will also likely lower the overall demand for notebook computers, thereby pulling down the overall demand for PC DRAM.”\n</blockquote>\n<p>Spot prices are based on what a buyer is willing to pay for an item with an undercurrent of fear, uncertainty, and doubt. For example, in my June 19, 2021, SA article entitled \"Micron Technology: No Shortage, Strong Growth, Period,\" from a commenter:</p>\n<blockquote>\n \"And, to lend credence to your microcontroller hypothesis, we recently were told that we would not be able to get a $3 micro for one of our existing products. I don't know if it was a direct result of the Renesas fire or not. But when we looked at the spot market we were quoted $81 for that part (that's not a typo). So now we have to re-design that board to use a different part.\"\n</blockquote>\n<p>About 10 years ago, I was an \"expert witness\" in a solar cell litigation case, and the basis of the complaint was the fact that spot silicon prices increased from $35 per metric ton to more than $500 per metric ton in a period of a few weeks because of silicon shortages. Once silicon manufacturers started making more silicon, prices dropped.</p>\n<p>Both these examples illustrate that spot prices have no direct bearing on real (contract) prices, and are often transitory.</p>\n<p>Back to the erroneous thesis that a DRAM cycle will end based on spot prices, I show supportive data in Chart 6 that suggests their data is wrong. This chart shows DRAM ASPs as reported directly from Micron, Samsung Electronics(OTC:SSNLF)and SK Hynix(OTC:HXSCL).</p>\n<p>Comparing Chart 5 and Chart 6, it is clear that data directly from the DRAM suppliers matches the positive contract prices and not spot prices. Readers must remember also that spot prices represent only 10% of the DRAM prices paid by customers. Contract prices represent 90% of actual prices.</p>\n<p><img src=\"https://static.tigerbbs.com/7d56577da5391c86374739262f773c7f\" tg-width=\"640\" tg-height=\"465\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Chart 6</p>\n<p>Chart 7 shows memory ASPs on a three-month moving average from the SIA (Semiconductor Industry Association). Again, comparing Chart 7 with Chart 5, it is clear that the contract prices are the more valid metric.</p>\n<p><img src=\"https://static.tigerbbs.com/be8f41d833e46a0145982559a7e23732\" tg-width=\"640\" tg-height=\"341\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"></p>\n<p>Chart 7</p>\n<p><b>Investor Takeaway</b></p>\n<p>The recent press release from TrendForce and a report a day later by Morgan Stanley is based in data that's irrational and illogical. Their analysis is based on:</p>\n<ul>\n <li>PC DRAM ASPs that represent just 15% of the total DRAM demand.</li>\n <li>A drop in PC sales, which have been in decline and only increased due to the pandemic, but low PC sales correlate with high ASPs (Charts 3 and 5).</li>\n <li>Failure to recognize that DRAM content per PC is increasing each year and that metric shows no abatement in growth.</li>\n <li>DRAM spot prices instead of contract prices, the latter of which correlate with reporting data supplied by DRAM manufacturer.</li>\n</ul>\n<p>Strong demand for memory chips will continue through 2023 as supply is held in check not by shortages but judicious capex spend. The strong demand for memory chips such as 5G, servers, and EVs present a continuing tailwind for 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 Technology: Winter May Be Coming, But Not This Year... Nor The Next</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: 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\">\nMicron Technology: Winter May Be Coming, But Not This Year... Nor The Next\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-17 11:23 GMT+8 <a href=https://seekingalpha.com/article/4449857-micron-technology-winter-may-be-coming-but-not-this-year-nor-the-next><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Summary\n\nThe Morgan Stanley downgrade of Memory chips was based on PC DRAM ASPs that represent just 15% of the total DRAM demand.\nThe report addressed dropping PC sales, but failed to recognize that ...</p>\n\n<a href=\"https://seekingalpha.com/article/4449857-micron-technology-winter-may-be-coming-but-not-this-year-nor-the-next\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MU":"美光科技"},"source_url":"https://seekingalpha.com/article/4449857-micron-technology-winter-may-be-coming-but-not-this-year-nor-the-next","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162723925","content_text":"Summary\n\nThe Morgan Stanley downgrade of Memory chips was based on PC DRAM ASPs that represent just 15% of the total DRAM demand.\nThe report addressed dropping PC sales, but failed to recognize that DRAM content per PC is increasing each year.\nThe report focuses on DRAM spot prices, instead of contract prices that make up 90% of supplier ASPs.\n\nborisyankov/E+ via Getty Images\nMorgan Stanley analysts downgraded Micron(NASDAQ:MU)to equal weight from overweight, in their industry report titled, “Memory - Winter Is Coming.\" MS cautioned of a coming cool down in the DRAM memory business that could lead to lower DRAM prices.\nMorgan Stanley noted that\n\n “DRAM conditions are losing steam, and our inflection signposts suggest caution from here there’s been a change from mid-cycle to late cycle, and that this phase-change has historically meant a challenging backdrop for forward returns.”\n\nMicron Technology’sstock had its worst single-day percentage decline since March 16, 2020, when it fell 19.8%. MU's stock price for the past year is shown in Chart 1, illustrating the sell-off in the past few days coupled with a drop of more than 25% since reaching a high on April 12, 2021.\n\nChart 1\nThis article presents data that refutes the underlying case presented by Morgan Stanley that worsening DRAM demand is contributing to an acceleration of the end of the current memory upcycle leading to the start of a down cycle in 1Q 2022.\nMorgan Stanley’s Misinterpretation of Data#1 Small Percentage of PC DRAM\nThe first point is the emphasis by Morgan Stanley on PC DRAM price erosion as a harbinger for the downturn in the DRAM market. Why? Because PCs represent just 15% of the demand for DRAMs,as shown in Chart 2, according to our report entitled “Hot ICs: A Market Analysis of Artificial Intelligence, 5G, CMOS Image Sensors, and Memory Chips.\"\nChart 2\n#2 Increased DRAM content per PC\nThe 15% DRAM demand for PCs is hardly enough to cause a stop in the memory cycle. But that's beside the point. Morgan Stanley overlooks the fact that DRAM content per PC increases each year even if the PC market has slowed.\nChart 3 shows that PC unit shipments between 2015 and 2023. Indeed, my forecast shows that PCs will decrease in 2022 and 2023, but the decrease is due to a normalization of PC demand following the extraordinary demand for PCs during the work/study/stay-at-home orders associated with the COVID pandemic in 2020 that carried over into 2021.\nPrior to 2020, the PC market was decreasing, and I anticipate a corresponding return normalcy with a decrease of a few percent per year in 2022 and 2023. I estimate that DRAM content per PC will increase from 5.5 GB in 2015 to 14 GB in 2023. That’s an increase of 2.5 times during this period.\n\nChart 3\nThus, although PC units will decrease, DRAM content will increase during the next two years. But factoring in the increase in DRAM content per PC, we see in Chart 4 a much different growth in DRAMs.\nChart 4\n#3 Spot ASPs are Different than Contract ASPs\nChart 5 shows DRAM data comparison for Spot ASPs vs Contract ASPs. The entire rationale for the TrendForce and Morgan Stanley reports is the drop in spot prices in 2021, and the resultant end of the current memory cycle.\nChart 5\nWhy they chose the drop in spot prices as the catalyst for the end of the cycle vs. the increase in contract prices as a catalyst for strong memory growth is irrational and illogical.\nImportantly, there's no correlation between PC sales (Chart 3) and prices (Chart 5). In Chart 3, PC sales were at their lowest period (2017 and 2018) while ASPs were at their highest. Thus, there's an inverse relationship between PC sales and ASPs, not a direct relationship that would add credibility to the MS forecast.\n#4 Spot ASPs Are a Function of Fear, Uncertainty, and Doubt (FUD Factor)\nAlso note that Chart 5 shows that spot and contract prices tracked between October 2016 and the end of 2000. A bifurcation in spot vs contract prices then took place in which spot prices escalated and then collapsed, while contract prices continued a strong growth with no abatement.\nThis bifurcation is clearly the result of the “semiconductor shortage” in which prices on the spot market have risen as a result of a perceived shortage of memory that has been interpreted as impacting not only automobiles, but every application using chips.\nTrendForce attempted to explain the shortage is due to stockpiling by PC suppliers, and I agree, which I also attributed to the DRAM collapse in 2000.I discussed stockpiling and hoarding as a major factor in 2000 and 2020, in a June 24, 2021 Semiconductor Deep Dive Marketplace newsletter articlehere.\nHowever, TrendForce’s statement in its press release of downward pressure on price hikes runs counter to the data in Chart 5 that contract prices have continued to increase unabated.\n\n “Regarding the contract market, PC OEMs currently carry relatively high levels of DRAM inventory because they substantially stocked up on PC DRAM beforehand in anticipation of an upcoming shortage. Not only has PC OEMs’ high DRAM inventory put downward pressure on possible price hikes for PC DRAM, but the gradual lifting of COVID-related restrictions in Europe and the US will also likely lower the overall demand for notebook computers, thereby pulling down the overall demand for PC DRAM.”\n\nSpot prices are based on what a buyer is willing to pay for an item with an undercurrent of fear, uncertainty, and doubt. For example, in my June 19, 2021, SA article entitled \"Micron Technology: No Shortage, Strong Growth, Period,\" from a commenter:\n\n \"And, to lend credence to your microcontroller hypothesis, we recently were told that we would not be able to get a $3 micro for one of our existing products. I don't know if it was a direct result of the Renesas fire or not. But when we looked at the spot market we were quoted $81 for that part (that's not a typo). So now we have to re-design that board to use a different part.\"\n\nAbout 10 years ago, I was an \"expert witness\" in a solar cell litigation case, and the basis of the complaint was the fact that spot silicon prices increased from $35 per metric ton to more than $500 per metric ton in a period of a few weeks because of silicon shortages. Once silicon manufacturers started making more silicon, prices dropped.\nBoth these examples illustrate that spot prices have no direct bearing on real (contract) prices, and are often transitory.\nBack to the erroneous thesis that a DRAM cycle will end based on spot prices, I show supportive data in Chart 6 that suggests their data is wrong. This chart shows DRAM ASPs as reported directly from Micron, Samsung Electronics(OTC:SSNLF)and SK Hynix(OTC:HXSCL).\nComparing Chart 5 and Chart 6, it is clear that data directly from the DRAM suppliers matches the positive contract prices and not spot prices. Readers must remember also that spot prices represent only 10% of the DRAM prices paid by customers. Contract prices represent 90% of actual prices.\n\nChart 6\nChart 7 shows memory ASPs on a three-month moving average from the SIA (Semiconductor Industry Association). Again, comparing Chart 7 with Chart 5, it is clear that the contract prices are the more valid metric.\n\nChart 7\nInvestor Takeaway\nThe recent press release from TrendForce and a report a day later by Morgan Stanley is based in data that's irrational and illogical. Their analysis is based on:\n\nPC DRAM ASPs that represent just 15% of the total DRAM demand.\nA drop in PC sales, which have been in decline and only increased due to the pandemic, but low PC sales correlate with high ASPs (Charts 3 and 5).\nFailure to recognize that DRAM content per PC is increasing each year and that metric shows no abatement in growth.\nDRAM spot prices instead of contract prices, the latter of which correlate with reporting data supplied by DRAM manufacturer.\n\nStrong demand for memory chips will continue through 2023 as supply is held in check not by shortages but judicious capex spend. The strong demand for memory chips such as 5G, servers, and EVs present a continuing tailwind for Micron Technology.","news_type":1},"isVote":1,"tweetType":1,"viewCount":2604,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":173636961,"gmtCreate":1626656728353,"gmtModify":1626656728353,"author":{"id":"3559956192210914","authorId":"3559956192210914","name":"yyykkk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559956192210914","authorIdStr":"3559956192210914"},"themes":[],"htmlText":"匹夫无罪 怀璧有罪, 台积电就是美国砧板上的肉","listText":"匹夫无罪 怀璧有罪, 台积电就是美国砧板上的肉","text":"匹夫无罪 怀璧有罪, 台积电就是美国砧板上的肉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/173636961","repostId":"2152283687","repostType":2,"repost":{"id":"2152283687","kind":"news","pubTimestamp":1626631712,"share":"https://www.laohu8.com/m/news/2152283687?lang=&edition=full","pubTime":"2021-07-19 02:08","market":"us","language":"zh","title":"美国工程师去了台积电总部!刘德音放出猛料,3nm还能保住吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=2152283687","media":"腾讯新闻","summary":"7月15日,台积电发布了第二季度财报,并就此召开了在线法说会。台积电有分析称,这是因为台积电的盈利能力下降了,所以投资者才会兴趣大减。会上,台积电董事长刘德音放出了两则猛料。其一是100多名美国工程师,带着家属去了台积电总部,将接受为期12到18个月的培训。这是台积电最先进的技术,到时候美国工程师可能又要去总部学习,叫投资者如何不担心?此前,南京28nm工厂扩产计划被叫停。","content":"<html><body><article><p>7月15日,<a href=\"https://laohu8.com/S/TSM\">台积电</a>发布了第二季度财报,并就此召开了在线法说会。财报显示:台积电当季营收为3721.45亿元新台币(约861.91亿元),同比增长19.8%,超出市场预期;<span>净利润</span>为1343.59亿元新台币(约311.18亿元),同比增长11.2%,比预期利润少了1.31%。换成一般的公司,净利润略低于预期,而营收创纪录,仍属于重大利好。但台积电等来的却是,发布财报当天,市值蒸发355亿美元(约2300亿元)。</p><p>台积电</p><p>有分析称,这是因为台积电的盈利能力下降了,所以投资者才会兴趣大减。这种说法其实挺勉强的,毕竟该公司的毛利率仅仅下滑了0.5%,其中又包含了<span>汇率</span>不利和插单生产车用芯片的因素。尤其是后者,台积电总裁魏哲家称“上半年的车用MCU产量,比去年同期提升了30%”。<strong>这30%靠的是“super hot run”(超级急件),也就是放着高利润的消费电子芯片订单不生产,优先为车企服务。</strong></p><p>张忠谋</p><p>既然毛利率下滑,不代表台积电盈利能力下降,那么财报呈现的便只剩利好。如此一来,股票被抛售的根源,自然指向了在线法说会。会上,台积电董事长刘德音放出了两则猛料。<strong>其一是100多名美国工程师,带着家属去了台积电总部,将接受为期</strong><strong>12到18个月的</strong><strong>培训。</strong>而此前传出的消息是,创始人张忠谋吐槽美国员工上班不积极,台积电开出三倍薪资,调本土工程师去美国。</p><p>刘德音(图右)</p><p>在当时,人们想到的是刘德音在答应建厂时,说的那句“台积电会把核心技术留在老家”。可是现在,给人的感觉却是“教哪些东西,哪些东西保密,未必由台积电决定”。尤其5月17日,路透社爆料:<strong>台积电感受到<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>跑到德州建3nm工厂的压力,正计划在亚利桑那州建设3nm乃至2nm的晶圆代工厂。</strong>这是台积电最先进的技术,到时候美国工程师可能又要去总部学习,叫投资者如何不担心?</p><p>三星</p><p>倘若台积电的坦诚,能够换来同等的诚意,这件事也算是塞翁失马。遗憾的是,建厂前许诺的蜜月期,大概率是一张口头支票。台积电出发前,得到的信息是“提振美国半导体”,即过去帮忙。结果6月8日,自己就被列入了对方的“安全威胁名单”。不仅如此,<a href=\"https://laohu8.com/S/INTC\">英特尔</a>CEO帕特·基尔辛格还在7月7日,给出了一条这样的建议:<strong>540亿美元的</strong><strong>半导体扶持资金,应该用在税收总部、工厂、专利都在美国的公司。</strong></p><p>基尔辛格</p><p>当初富士康赴美建厂的时候,好歹获得了一句“世界第八大奇迹”的称赞。如果后续招人顺利的话,未必拿不到被许诺的补贴。相形之下,台积电的建厂体验,差的不是一点半点。<strong>要知道,</strong><strong>台积电</strong><strong>在</strong><strong>亚利桑那州</strong><strong>的工厂,</strong><strong>聘请</strong><strong>的</strong><strong>人力资源主管Benjamin Miller</strong><strong>(</strong><strong>本杰明·米勒</strong><strong>),在英特尔工作了25年时间。</strong>与其说这是挖人,不如说是合作。结果八字还没一撇,英特尔竟然直接摊牌:自己其实连补贴都不想给台积电。</p><p>英特尔</p><p>既然处境如此尴尬,台积电肯定也要另做打算,争取保证自己的灵活性。<strong>这就不得不提到,刘德音的第二则猛料“台积电的布局,有客户需求与生产成本等诸多考量,目前谈论‘是否会在日本大量制造’,仍然太早”。</strong>台积电追求自主的主要手段,就是在南京、日本和德国建厂。此前,南京28nm工厂扩产计划被叫停。现在刘德音又亲口确认,台积电正纠结产出的问题,不一定会在日本建厂。那么剩下的,就只有德国。</p><p>格罗方德</p><p>可是基尔辛格已经在早前表态,英特尔有去欧洲建厂的相关计划。再结合台积电保护自有技术过程中,所表现出来的被动,以及基尔辛格绝对算不上友好的态度,德国未必是一个好选择。就在7月16日,科创板日报还曝出“英特尔打算收购格罗方德”的消息。<strong>格罗方德是全球第四大晶圆代工厂,技术停留在10nm工艺以上,对英特尔的主要价值是客户。</strong>台积电答应建厂之前,英特尔也没说自己要代工。如今却加速回归,恐怕是来者不善,台积电还能去哪?(李双喜)</p></article></body></html>","source":"tencent","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>美国工程师去了台积电总部!刘德音放出猛料,3nm还能保住吗?</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国工程师去了台积电总部!刘德音放出猛料,3nm还能保住吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-07-19 02:08 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107190221137c21eb53&s=b><strong>腾讯新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月15日,台积电发布了第二季度财报,并就此召开了在线法说会。财报显示:台积电当季营收为3721.45亿元新台币(约861.91亿元),同比增长19.8%,超出市场预期;净利润为1343.59亿元新台币(约311.18亿元),同比增长11.2%,比预期利润少了1.31%。换成一般的公司,净利润略低于预期,而营收创纪录,仍属于重大利好。但台积电等来的却是,发布财报当天,市值蒸发355亿美元(约...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107190221137c21eb53&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202107190221137c21eb53&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2152283687","content_text":"7月15日,台积电发布了第二季度财报,并就此召开了在线法说会。财报显示:台积电当季营收为3721.45亿元新台币(约861.91亿元),同比增长19.8%,超出市场预期;净利润为1343.59亿元新台币(约311.18亿元),同比增长11.2%,比预期利润少了1.31%。换成一般的公司,净利润略低于预期,而营收创纪录,仍属于重大利好。但台积电等来的却是,发布财报当天,市值蒸发355亿美元(约2300亿元)。台积电有分析称,这是因为台积电的盈利能力下降了,所以投资者才会兴趣大减。这种说法其实挺勉强的,毕竟该公司的毛利率仅仅下滑了0.5%,其中又包含了汇率不利和插单生产车用芯片的因素。尤其是后者,台积电总裁魏哲家称“上半年的车用MCU产量,比去年同期提升了30%”。这30%靠的是“super hot run”(超级急件),也就是放着高利润的消费电子芯片订单不生产,优先为车企服务。张忠谋既然毛利率下滑,不代表台积电盈利能力下降,那么财报呈现的便只剩利好。如此一来,股票被抛售的根源,自然指向了在线法说会。会上,台积电董事长刘德音放出了两则猛料。其一是100多名美国工程师,带着家属去了台积电总部,将接受为期12到18个月的培训。而此前传出的消息是,创始人张忠谋吐槽美国员工上班不积极,台积电开出三倍薪资,调本土工程师去美国。刘德音(图右)在当时,人们想到的是刘德音在答应建厂时,说的那句“台积电会把核心技术留在老家”。可是现在,给人的感觉却是“教哪些东西,哪些东西保密,未必由台积电决定”。尤其5月17日,路透社爆料:台积电感受到三星跑到德州建3nm工厂的压力,正计划在亚利桑那州建设3nm乃至2nm的晶圆代工厂。这是台积电最先进的技术,到时候美国工程师可能又要去总部学习,叫投资者如何不担心?三星倘若台积电的坦诚,能够换来同等的诚意,这件事也算是塞翁失马。遗憾的是,建厂前许诺的蜜月期,大概率是一张口头支票。台积电出发前,得到的信息是“提振美国半导体”,即过去帮忙。结果6月8日,自己就被列入了对方的“安全威胁名单”。不仅如此,英特尔CEO帕特·基尔辛格还在7月7日,给出了一条这样的建议:540亿美元的半导体扶持资金,应该用在税收总部、工厂、专利都在美国的公司。基尔辛格当初富士康赴美建厂的时候,好歹获得了一句“世界第八大奇迹”的称赞。如果后续招人顺利的话,未必拿不到被许诺的补贴。相形之下,台积电的建厂体验,差的不是一点半点。要知道,台积电在亚利桑那州的工厂,聘请的人力资源主管Benjamin Miller(本杰明·米勒),在英特尔工作了25年时间。与其说这是挖人,不如说是合作。结果八字还没一撇,英特尔竟然直接摊牌:自己其实连补贴都不想给台积电。英特尔既然处境如此尴尬,台积电肯定也要另做打算,争取保证自己的灵活性。这就不得不提到,刘德音的第二则猛料“台积电的布局,有客户需求与生产成本等诸多考量,目前谈论‘是否会在日本大量制造’,仍然太早”。台积电追求自主的主要手段,就是在南京、日本和德国建厂。此前,南京28nm工厂扩产计划被叫停。现在刘德音又亲口确认,台积电正纠结产出的问题,不一定会在日本建厂。那么剩下的,就只有德国。格罗方德可是基尔辛格已经在早前表态,英特尔有去欧洲建厂的相关计划。再结合台积电保护自有技术过程中,所表现出来的被动,以及基尔辛格绝对算不上友好的态度,德国未必是一个好选择。就在7月16日,科创板日报还曝出“英特尔打算收购格罗方德”的消息。格罗方德是全球第四大晶圆代工厂,技术停留在10nm工艺以上,对英特尔的主要价值是客户。台积电答应建厂之前,英特尔也没说自己要代工。如今却加速回归,恐怕是来者不善,台积电还能去哪?(李双喜)","news_type":1},"isVote":1,"tweetType":1,"viewCount":2900,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}