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小白菜逆袭

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小白菜逆袭

2021-08-30

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Earn nearly 700 million a day! Three barrels of oil delivered the best answer sheet in seven years in the first half of 2021

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@石头Stone:2021Q2财报 | 辉瑞财报分析疫苗收入即将超过主营！

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Bitcoin falls below key technical levels, wooden sister bargains Grayscale Trust and Coinbase

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Commentary: Bitcoin Death Cross Perhaps Just a Short Trap

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ByteDance Reportedly Valued at $250 Billion in Secondary Market Deals

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18:48","market":"sh","language":"zh","title":"Earn nearly 700 million a day! Three barrels of oil delivered the best answer sheet in seven years in the first half of 2021","url":"https://stock-news.laohu8.com/highlight/detail?id=2163007700","media":"格隆汇","summary":"在需求增加和油价上行的拉动下，“三桶油”实现油气产量、价格双双增长。","content":"<p>Recently,<a href=\"https://laohu8.com/S/601857\">PetroChina</a>、<a href=\"https://laohu8.com/S/600028\">Sinopec Corp</a>、<a href=\"https://laohu8.com/S/00883\">CNOOC</a>In the first half of 2021, the combined daily earnings of \"three barrels of oil\" were nearly 700 million, the best level in the same period of seven years.</p><p><img src=\"https://static.tigerbbs.com/90074fcf5007d85e47620889c3f80903\" tg-width=\"900\" tg-height=\"500\" referrerpolicy=\"no-referrer\">On the morning of August 30th, Sinopec Corp. held a briefing meeting on its 2021 interim results.</p><p>According to the meeting, Sinopec achieved an operating income of 1.26 trillion yuan in the first half of the year, a year-on-year increase of 22.12%; The net profit attributable to the parent turned from a loss of 22.882 billion yuan in the same period last year to a profit of 39.153 billion yuan.</p><p>So far, the performance \"answer sheets\" of \"three barrels of oil\" in the first half of the year have all been handed over.</p><p>Besides Sinopec, the other two companies of \"Three Barrels of Oil\"-PetroChina and CNOOC also showed bright financial reports.</p><p>In the first half of 2021, PetroChina achieved operating income of RMB1.20 trillion, representing a year-on-year increase of 28.80%; The net profit attributable to the parent turned from loss to profit, reaching 53.036 billion yuan. CNOOC achieved operating income of 17.027 billion yuan, a year-on-year increase of 47.68%; Net profit was 5.159 billion yuan, a year-on-year increase of 221.00%.</p><p>According to Securities Times, \"Three Barrels of Oil\" achieved a total net profit of 125.518 billion yuan in the first half of 2021, with a daily earning of about 693 million yuan, the best level in the same period in nearly seven years.<img src=\"https://static.tigerbbs.com/82005c210539543650c192bc45e3f958\" tg-width=\"686\" tg-height=\"514\" referrerpolicy=\"no-referrer\"></p><p>According to Sinopec's semi-annual report, the main reason for the growth in the first half of the year lies in the increase in oil and gas demand<a href=\"https://laohu8.com/S/00001\">Changhe</a>International oil prices are going up.</p><p>In the first half of 2021, the global economy gradually recovered, and China's economy continued to recover steadily, with GDP growing by 12.7% year-on-year. Domestic oil and gas demand increased rapidly, with apparent consumption of natural gas and refined oil products increasing by 17.5% and 5.7% year-on-year.</p><p>At the same time, the international crude oil price continued to fluctuate upward, with the average spot price of Platts Brent crude oil at 65.23 USD/barrel, up 62.8% year-on-year.</p><p><img src=\"https://static.tigerbbs.com/3c9800e55d980d55c18dd8b5fb00af46\" tg-width=\"830\" tg-height=\"512\" referrerpolicy=\"no-referrer\"></p><p>In the first half of the year, the price trend of domestic refined oil products was basically consistent with the changes of oil prices in the international market. The state has adjusted the domestic gasoline and diesel prices 10 times, with the price of gasoline standard products increased by 1,405 yuan/ton and the price of diesel standard products increased by 1,355 yuan/ton.</p><p>Driven by the increase in demand and the upward trend of oil prices, the \"three barrels of oil\" achieved both oil and gas production and price growth.</p><p>Among them, the total sales volume of Sinopec's refined oil products reached 109 million tonnes, representing a year-on-year increase of 2%; The sales of natural gas amounted to 14.8 billion cubic meters, representing 11.4% year-on-year, and the average selling price was 1,521 yuan/thousand cubic meters, representing a year-on-year increase of 11.1%.</p><p>PetroChina's refined oil sales volume reached 80.339 million tonnes, representing a year-on-year increase of 4.9%; Natural gas sales increased 11.9% year-on-year and prices increased 22.6% year-on-year.</p><p>It is worth noting that the \"three barrels of oil\" are investing more and more, and new energy business is laid out in response to the \"double carbon policy\".</p><p><img src=\"https://static.tigerbbs.com/5704fc9aba53386628b581843ed21dd5\" tg-width=\"500\" tg-height=\"333\" referrerpolicy=\"no-referrer\"></p><p>Sinopec disclosed at the performance briefing on August 30th that the company has put forward the goal of building China's No.1 hydrogen energy company. In the future, it will accelerate the development of hydrogen energy industry as the core business of the company's new energy, promote the construction of hydrogen refueling stations and oil-hydrogen joint construction stations, and develop renewable energy hydrogen production. Ma Yongsheng, president of Sinopec, answered a question from shanghai securities news reporter at the briefing meeting, saying that the company has built 20 hydrogen refueling stations, 10 are under construction, 30 are ready to start construction, and 20 are approved for construction, mainly concentrated in key areas such as Beijing-Tianjin-Hebei, Yangtze River Delta, Pearl River Delta, Shandong, Henan, Sichuan-Chongqing and Central China.</p><p>PetroChina also disclosed in its semi-annual report that it will optimize the structure of oil and gas products, strengthen natural gas exploration and development, actively implement the national overall work arrangement of \"carbon peaking and carbon neutrality\", organize the preparation of the \"double carbon\" target action plan, continue to carry out venting natural gas recovery, speed up the implementation of new energy projects, actively explore the construction of carbon storage bases, increase the research on carbon dioxide recovery and transportation technology, promote the \"rooftop photovoltaic\" pilot and plan the transformation of \"zero carbon\" storage stations.</p><p>CNOOC also announced the launch of carbon neutrality plan, the establishment of a new energy ministry, the promotion of shore power projects, and the improvement of oil and gas field production level. Wang Dongjin, chairman of the board, said at the interim results conference on August 19th that during the 14th Five-Year Plan period, CNOOC plans to obtain no less than 5 million kilowatts of onshore photovoltaic and wind power resources, accounting for about 5%-10% of the company's total investment. At the same time, the company plans to increase the proportion of natural gas in total oil and gas production from the current 20% to 35%.</p><p>On August 30th, \"Three Barrels of Oil\" shares rose. As of the close, Hong Kong stocks<a href=\"https://laohu8.com/S/00386\">China Petroleum & Chemical Corporation</a>It rose by more than 5%, with A-share Sinopec and PetroChina rising by 1.95% and 2.75% respectively, and Hong Kong stock CNOOC rising by 0.78%.</p>","source":"gelonghui_highlight","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>Earn nearly 700 million a day! Three barrels of oil delivered the best answer sheet in seven years in the first half of 2021</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\">\nEarn nearly 700 million a day! Three barrels of oil delivered the best answer sheet in seven years in the first half of 2021\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">格隆汇</strong><span class=\"h-time small\">2021-08-30 18:48</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Recently,<a href=\"https://laohu8.com/S/601857\">PetroChina</a>、<a href=\"https://laohu8.com/S/600028\">Sinopec Corp</a>、<a href=\"https://laohu8.com/S/00883\">CNOOC</a>In the first half of 2021, the combined daily earnings of \"three barrels of oil\" were nearly 700 million, the best level in the same period of seven years.</p><p><img src=\"https://static.tigerbbs.com/90074fcf5007d85e47620889c3f80903\" tg-width=\"900\" tg-height=\"500\" referrerpolicy=\"no-referrer\">On the morning of August 30th, Sinopec Corp. held a briefing meeting on its 2021 interim results.</p><p>According to the meeting, Sinopec achieved an operating income of 1.26 trillion yuan in the first half of the year, a year-on-year increase of 22.12%; The net profit attributable to the parent turned from a loss of 22.882 billion yuan in the same period last year to a profit of 39.153 billion yuan.</p><p>So far, the performance \"answer sheets\" of \"three barrels of oil\" in the first half of the year have all been handed over.</p><p>Besides Sinopec, the other two companies of \"Three Barrels of Oil\"-PetroChina and CNOOC also showed bright financial reports.</p><p>In the first half of 2021, PetroChina achieved operating income of RMB1.20 trillion, representing a year-on-year increase of 28.80%; The net profit attributable to the parent turned from loss to profit, reaching 53.036 billion yuan. CNOOC achieved operating income of 17.027 billion yuan, a year-on-year increase of 47.68%; Net profit was 5.159 billion yuan, a year-on-year increase of 221.00%.</p><p>According to Securities Times, \"Three Barrels of Oil\" achieved a total net profit of 125.518 billion yuan in the first half of 2021, with a daily earning of about 693 million yuan, the best level in the same period in nearly seven years.<img src=\"https://static.tigerbbs.com/82005c210539543650c192bc45e3f958\" tg-width=\"686\" tg-height=\"514\" referrerpolicy=\"no-referrer\"></p><p>According to Sinopec's semi-annual report, the main reason for the growth in the first half of the year lies in the increase in oil and gas demand<a href=\"https://laohu8.com/S/00001\">Changhe</a>International oil prices are going up.</p><p>In the first half of 2021, the global economy gradually recovered, and China's economy continued to recover steadily, with GDP growing by 12.7% year-on-year. Domestic oil and gas demand increased rapidly, with apparent consumption of natural gas and refined oil products increasing by 17.5% and 5.7% year-on-year.</p><p>At the same time, the international crude oil price continued to fluctuate upward, with the average spot price of Platts Brent crude oil at 65.23 USD/barrel, up 62.8% year-on-year.</p><p><img src=\"https://static.tigerbbs.com/3c9800e55d980d55c18dd8b5fb00af46\" tg-width=\"830\" tg-height=\"512\" referrerpolicy=\"no-referrer\"></p><p>In the first half of the year, the price trend of domestic refined oil products was basically consistent with the changes of oil prices in the international market. The state has adjusted the domestic gasoline and diesel prices 10 times, with the price of gasoline standard products increased by 1,405 yuan/ton and the price of diesel standard products increased by 1,355 yuan/ton.</p><p>Driven by the increase in demand and the upward trend of oil prices, the \"three barrels of oil\" achieved both oil and gas production and price growth.</p><p>Among them, the total sales volume of Sinopec's refined oil products reached 109 million tonnes, representing a year-on-year increase of 2%; The sales of natural gas amounted to 14.8 billion cubic meters, representing 11.4% year-on-year, and the average selling price was 1,521 yuan/thousand cubic meters, representing a year-on-year increase of 11.1%.</p><p>PetroChina's refined oil sales volume reached 80.339 million tonnes, representing a year-on-year increase of 4.9%; Natural gas sales increased 11.9% year-on-year and prices increased 22.6% year-on-year.</p><p>It is worth noting that the \"three barrels of oil\" are investing more and more, and new energy business is laid out in response to the \"double carbon policy\".</p><p><img src=\"https://static.tigerbbs.com/5704fc9aba53386628b581843ed21dd5\" tg-width=\"500\" tg-height=\"333\" referrerpolicy=\"no-referrer\"></p><p>Sinopec disclosed at the performance briefing on August 30th that the company has put forward the goal of building China's No.1 hydrogen energy company. In the future, it will accelerate the development of hydrogen energy industry as the core business of the company's new energy, promote the construction of hydrogen refueling stations and oil-hydrogen joint construction stations, and develop renewable energy hydrogen production. Ma Yongsheng, president of Sinopec, answered a question from shanghai securities news reporter at the briefing meeting, saying that the company has built 20 hydrogen refueling stations, 10 are under construction, 30 are ready to start construction, and 20 are approved for construction, mainly concentrated in key areas such as Beijing-Tianjin-Hebei, Yangtze River Delta, Pearl River Delta, Shandong, Henan, Sichuan-Chongqing and Central China.</p><p>PetroChina also disclosed in its semi-annual report that it will optimize the structure of oil and gas products, strengthen natural gas exploration and development, actively implement the national overall work arrangement of \"carbon peaking and carbon neutrality\", organize the preparation of the \"double carbon\" target action plan, continue to carry out venting natural gas recovery, speed up the implementation of new energy projects, actively explore the construction of carbon storage bases, increase the research on carbon dioxide recovery and transportation technology, promote the \"rooftop photovoltaic\" pilot and plan the transformation of \"zero carbon\" storage stations.</p><p>CNOOC also announced the launch of carbon neutrality plan, the establishment of a new energy ministry, the promotion of shore power projects, and the improvement of oil and gas field production level. Wang Dongjin, chairman of the board, said at the interim results conference on August 19th that during the 14th Five-Year Plan period, CNOOC plans to obtain no less than 5 million kilowatts of onshore photovoltaic and wind power resources, accounting for about 5%-10% of the company's total investment. At the same time, the company plans to increase the proportion of natural gas in total oil and gas production from the current 20% to 35%.</p><p>On August 30th, \"Three Barrels of Oil\" shares rose. As of the close, Hong Kong stocks<a href=\"https://laohu8.com/S/00386\">China Petroleum & Chemical Corporation</a>It rose by more than 5%, with A-share Sinopec and PetroChina rising by 1.95% and 2.75% respectively, and Hong Kong stock CNOOC rising by 0.78%.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://www.gelonghui.com/p/483735\">格隆汇</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/154f468d2e230d7341262184a2d804cd","relate_stocks":{"UNG":"美国天然气基金","UGAZ":"三倍做多天然气ETN(VelocityShares)","DGAZ":"三倍做空天然气ETN(VelocityShares)"},"source_url":"http://www.gelonghui.com/p/483735","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2163007700","content_text":"近日，中国石油、中国石化、中国海洋石油等纷纷披露上半年业绩，2021年上半年，“三桶油”加起来日赚近7亿，创下七年同期最好水平。\n8月30日上午，中国石化举行2021年中期业绩说明会。\n会议显示，中国石化上半年实现营业收入1.26万亿元，同比增长22.12%；而归母净利润则从去年同期亏损的228.82亿元扭亏为盈，达到391.53亿元。\n至此，“三桶油”上半年业绩“答卷”已全部交出。\n除了中国石化外，“三桶油”的另两家企业——中国石油和中国海洋石油同样也展示出了亮眼的财报。\n2021年上半年，中国石油实现营业收入1.20万亿元，同比增长28.80%；归母净利润扭亏为盈，达到530.36亿元。中国海洋石油则实现营业收入170.27亿元，同比增长47.68%；净利润51.59亿元，同比增长221.00%。\n据证券时报报道，“三桶油”2021年上半年合计实现净利润1255.18亿元，日赚约6.93亿元，创下近七年以来同期最好水平。\n据中国石化半年报披露，上半年业绩增长的重要原因在于油气需求增长和国际油价上行。\n2021年上半年，全球经济逐步复苏，中国经济持续稳定恢复，国内生产总值同比增长12.7%。境内油气需求快速增长，其中天然气和成品油的表观消费量同比增长17.5%和5.7%。\n同时，国际原油价格持续震荡上行，普氏布伦特原油现货均价为65.23美元/桶，同比上涨62.8%。\n\n上半年国内成品油的价格走势与国际市场油价变化基本趋于一致。国家10次调整国内汽油、柴油价格，汽油标准品价格累计上调 1405 元/吨，柴油标准品价格累计上调 1355 元/吨。\n在需求增加和油价上行的拉动下，“三桶油”实现油气产量、价格双双增长。\n其中，中国石化成品油总经销量达1.09亿吨，同比增长2%；销售天然气 148 亿立方米，同比 11.4%，销售均价1521元/千立方米，同比增长11.1%。\n中国石油成品油销量达8033.9万吨，同比增长4.9%；天然气销量同比增长11.9%，价格同比增长22.6%。\n值得注意的是，“三桶油”均在投资加码，为响应“双碳政策”布局新能源业务。\n\n中国石化在8月30日的业绩说明会上披露，公司已提出建设中国第一氢能公司的目标，未来将把氢能产业作为公司新能源的核心业务加快发展，推进加氢站建设及油氢合建站建设，发展可再生能源制氢。中国石化总裁马永生在说明会上答上海证券报记者问称，公司已累计建成加氢站20座，在建10座，准备开工30座，审批报建20座，主要集中在京津冀、长三角、珠三角、山东、河南、川渝、华中等重点地区。\n中国石油也在半年报中披露，将优化油气产品结构，加强天然气勘探开发，积极落实国家“碳达峰、碳中和”整体工作安排，组织编制“双碳”目标行动计划，持续开展放空天然气回收，加快新能源项目的实施落地，积极探索碳封存基地建设，加大对二氧化碳回收利用和运输技术研究，推进“屋顶光伏” 试点、规划“零碳”库站转型。\n而中国海洋石油同样宣布启动碳中和规划，成立新能源部，推进岸电工程，提高油气田生产水平。董事长汪东进在8月19日中期业绩发布会上表示，“十四五”期间，中国海油计划获取陆上光伏和风电资源不低于500万千瓦，业务投资占比约为公司总投资的5%-10%。同时，公司计划将天然气占油气总产量的比例从目前的20%提升至35%。\n8月30日，“三桶油”股价纷纷上涨。截至收盘，港股中国石油化工股份大涨超5%，A股中国石化和中国石油分别上涨1.95%和2.75%，港股中国海洋石油上涨0.78%。","news_type":1,"symbols_score_info":{"NGmain":0.9,"DGAZ":0.9,"UGAZ":0.9,"UNG":0.9,"QGmain":0.9}},"isVote":1,"tweetType":1,"viewCount":1808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834210537,"gmtCreate":1629805691429,"gmtModify":1676530136540,"author":{"id":"3579091027208131","authorId":"3579091027208131","name":"小白菜逆袭","avatar":"https://static.tigerbbs.com/e6fae3ff5fe246fa905d2a09cc814fdf","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579091027208131","idStr":"3579091027208131"},"themes":[],"htmlText":"66666","listText":"66666","text":"66666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/834210537","repostId":"1157355451","repostType":4,"isVote":1,"tweetType":1,"viewCount":2542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834237776,"gmtCreate":1629805642695,"gmtModify":1676530136524,"author":{"id":"3579091027208131","authorId":"3579091027208131","name":"小白菜逆袭","avatar":"https://static.tigerbbs.com/e6fae3ff5fe246fa905d2a09cc814fdf","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579091027208131","idStr":"3579091027208131"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/834237776","repostId":"1134494417","repostType":4,"isVote":1,"tweetType":1,"viewCount":2249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":806702183,"gmtCreate":1627692200442,"gmtModify":1703494705087,"author":{"id":"3579091027208131","authorId":"3579091027208131","name":"小白菜逆袭","avatar":"https://static.tigerbbs.com/e6fae3ff5fe246fa905d2a09cc814fdf","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579091027208131","idStr":"3579091027208131"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/806702183","repostId":"801575381","repostType":1,"repost":{"id":801575381,"gmtCreate":1627525447843,"gmtModify":1703491675001,"author":{"id":"3516096698306373","authorId":"3516096698306373","name":"石头Stone","avatar":"https://static.tigerbbs.com/242aa40803bef9293cb83c26e2fd02cc","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3516096698306373","idStr":"3516096698306373"},"themes":[],"title":"2021Q2财报 | 辉瑞财报分析 疫苗收入即将超过主营！","htmlText":"期待很久的輝瑞<a target=\"_blank\" href=\"https://laohu8.com/S/PFE\">$輝瑞(PFE)$</a>發佈了2021年第二季度的財報，對於目前的股票市場和大流行，閱讀這份2021Q2輝瑞財報，着重點更多的是放在了新冠疫苗上。閱讀這份財報並不簡單，包含了大量專業詞彙，讀起來也不像其他公司那樣輕鬆，輝瑞公司我關注了很久，在此之前我翻閱了大量關於生物製藥的材料，看了很多份文件，但是閱讀這份財報的時候還是比較吃力。 我盡我可能將這些專業術語或者比較難懂的內容進行大白話模式的表達，以方便大家理解。如果是在看不下去，可以直接跳到最後一部分，有我對於輝瑞公司的目標價位等。 前言 輝瑞公司更換了LOGO，由之前的藍色小藥丸，變成了現在藍色雙螺旋，這真的是越來越追求生物製藥了，不知道會不會變成“傘公司”呢？開個玩笑，對於輝瑞來說，並非只有新冠疫苗，其製藥部分更爲龐大和複雜。我們閱讀這份財報主要看疫苗（BNT162b2）部分，這應該也是大家都比較關注的一點，理論上上疫苗上市後需求會有個高峯，而後會出現下滑，如果疫苗的需求量 一直處於高峯或者每個季度都比上個季度高，這雖然對公司營收上來看挺好的，但反而說明大流行沒那麼快會結束。 小提示：輝瑞疫苗是由<a target=\"_blank\" href=\"https://laohu8.com/S/PFE\">$輝瑞(PFE)$</a>&nbsp;和<a target=\"_blank\" href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a>&nbsp;聯合開發的，並非只有輝瑞一家公司，根據後面財報信息，我們也可以讀出這兩家公司是如何分割利潤的。 看財報前，我對該公司的預期也是因疫苗而產生的營銷額應該遠超於2021Q1季度，而面對目前的變種誕生，輝瑞或許在未來會推","listText":"期待很久的輝瑞<a target=\"_blank\" href=\"https://laohu8.com/S/PFE\">$輝瑞(PFE)$</a>發佈了2021年第二季度的財報，對於目前的股票市場和大流行，閱讀這份2021Q2輝瑞財報，着重點更多的是放在了新冠疫苗上。閱讀這份財報並不簡單，包含了大量專業詞彙，讀起來也不像其他公司那樣輕鬆，輝瑞公司我關注了很久，在此之前我翻閱了大量關於生物製藥的材料，看了很多份文件，但是閱讀這份財報的時候還是比較吃力。 我盡我可能將這些專業術語或者比較難懂的內容進行大白話模式的表達，以方便大家理解。如果是在看不下去，可以直接跳到最後一部分，有我對於輝瑞公司的目標價位等。 前言 輝瑞公司更換了LOGO，由之前的藍色小藥丸，變成了現在藍色雙螺旋，這真的是越來越追求生物製藥了，不知道會不會變成“傘公司”呢？開個玩笑，對於輝瑞來說，並非只有新冠疫苗，其製藥部分更爲龐大和複雜。我們閱讀這份財報主要看疫苗（BNT162b2）部分，這應該也是大家都比較關注的一點，理論上上疫苗上市後需求會有個高峯，而後會出現下滑，如果疫苗的需求量 一直處於高峯或者每個季度都比上個季度高，這雖然對公司營收上來看挺好的，但反而說明大流行沒那麼快會結束。 小提示：輝瑞疫苗是由<a target=\"_blank\" href=\"https://laohu8.com/S/PFE\">$輝瑞(PFE)$</a>&nbsp;和<a target=\"_blank\" href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a>&nbsp;聯合開發的，並非只有輝瑞一家公司，根據後面財報信息，我們也可以讀出這兩家公司是如何分割利潤的。 看財報前，我對該公司的預期也是因疫苗而產生的營銷額應該遠超於2021Q1季度，而面對目前的變種誕生，輝瑞或許在未來會推","text":"期待很久的輝瑞$輝瑞(PFE)$發佈了2021年第二季度的財報，對於目前的股票市場和大流行，閱讀這份2021Q2輝瑞財報，着重點更多的是放在了新冠疫苗上。閱讀這份財報並不簡單，包含了大量專業詞彙，讀起來也不像其他公司那樣輕鬆，輝瑞公司我關注了很久，在此之前我翻閱了大量關於生物製藥的材料，看了很多份文件，但是閱讀這份財報的時候還是比較吃力。 我盡我可能將這些專業術語或者比較難懂的內容進行大白話模式的表達，以方便大家理解。如果是在看不下去，可以直接跳到最後一部分，有我對於輝瑞公司的目標價位等。 前言 輝瑞公司更換了LOGO，由之前的藍色小藥丸，變成了現在藍色雙螺旋，這真的是越來越追求生物製藥了，不知道會不會變成“傘公司”呢？開個玩笑，對於輝瑞來說，並非只有新冠疫苗，其製藥部分更爲龐大和複雜。我們閱讀這份財報主要看疫苗（BNT162b2）部分，這應該也是大家都比較關注的一點，理論上上疫苗上市後需求會有個高峯，而後會出現下滑，如果疫苗的需求量 一直處於高峯或者每個季度都比上個季度高，這雖然對公司營收上來看挺好的，但反而說明大流行沒那麼快會結束。 小提示：輝瑞疫苗是由$輝瑞(PFE)$ 和$BioNTech SE(BNTX)$ 聯合開發的，並非只有輝瑞一家公司，根據後面財報信息，我們也可以讀出這兩家公司是如何分割利潤的。 看財報前，我對該公司的預期也是因疫苗而產生的營銷額應該遠超於2021Q1季度，而面對目前的變種誕生，輝瑞或許在未來會推","images":[{"img":"https://static.tigerbbs.com/c4c0064c4ee1031ad4d1c93dd363f47f","width":"688","height":"387"},{"img":"https://static.tigerbbs.com/ed38c8fce64d5b5b3df59db4e732cea8","width":"653","height":"1147"},{"img":"https://static.tigerbbs.com/8ad6f60d8c644fa6ffeb103b66bade2f","width":"688","height":"955"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/801575381","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":16,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1875,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":174715859,"gmtCreate":1627138856471,"gmtModify":1703484724515,"author":{"id":"3579091027208131","authorId":"3579091027208131","name":"小白菜逆袭","avatar":"https://static.tigerbbs.com/e6fae3ff5fe246fa905d2a09cc814fdf","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579091027208131","idStr":"3579091027208131"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/174715859","repostId":"2153133933","repostType":4,"repost":{"id":"2153133933","kind":"news","pubTimestamp":1627094380,"share":"https://ttm.financial/m/news/2153133933?lang=en_US&edition=fundamental","pubTime":"2021-07-24 10:39","market":"us","language":"zh","title":"Behind the Acquisition of GCN Rumors: Intel's Chip Manufacturing Ambition Revealed","url":"https://stock-news.laohu8.com/highlight/detail?id=2153133933","media":"中国经营报","summary":"作为目前全球半导体产业中为数不多保留了芯片制造部门的龙头公司，英特尔近年来却在造芯环节开始落后于以芯片制造代工为核心业务的台积电，尤其是在先进制程方面，英特尔的7纳米工艺迟迟没有进展，台积电日前则在季度财报上宣布已通过5纳米工艺赚取了近三个季度10%的营收，同时还将在今年三季度试产3纳米工艺。","content":"<p>Perhaps the largest merger and acquisition plan in the global semiconductor industry in recent years has surfaced. On July 17, according to the Wall Street Journal, citing people familiar with the matter,<a href=\"https://laohu8.com/S/INTC\">Intel</a>It is studying a $30 billion (about RMB 194 billion) acquisition of Grofond (often referred to in the industry as \"GlobalFoundries\"), which was formerly associated with<a href=\"https://laohu8.com/S/TSM\">TSMC</a>The same-name global chipmaking giant, if the deal goes through, will be Intel's biggest acquisition ever.</p><p>However, the rumors were quickly denied by Grofond. On July 19th, Grofonde CEO came forward to say that the news of negotiating the acquisition with Intel was just speculation, and denied that he had discussed the acquisition with the former, but would continue to seek to go public through IPO. In this regard, the reporter of China Business News interviewed the person in charge of Intel China, but the other party said that it would not respond to this topic.</p><p>Although this official response has quickly cooled public opinion about this shocking deal that could shake the industry, there is increasing evidence that Intel is looking to make a difference in chip manufacturing. Recently, the Financial Times quoted Intel's official statement confirming that the company is planning to invest 20 billion US dollars (about 129.6 billion yuan) to build chip factories in several EU member states. At present, the company is lobbying to get EU support.</p><p>At present, as one of the few leading companies in the global semiconductor industry that has retained the chip manufacturing department, Intel has begun to lag behind TSMC, whose core business is chip manufacturing foundry, in recent years. Especially in advanced processes, Intel's 7nm process has not made any progress. TSMC recently announced in its quarterly financial report that it has earned 10% of its revenue in nearly three quarters through the 5nm process, and will also trial produce the 3nm process in the third quarter of this year.</p><p>Under such a gap, whether Intel can finally succeed in the process of acquiring GE seems to have not affected the outside world's judgment that it will strive to return to the advanced camp of chip manufacturing, and the competitive landscape of the whole global semiconductor manufacturing field may also be marked by the rumor of Intel's acquisition of GE, and quietly enter a new situation.</p><p><b>The probability of acquisition remains high</b></p><p>Behind Intel's recent succession of moves, Pat Gelsinger is seen as the central player in driving this round of decision-making. He officially succeeded his predecessor Bob Swan as the company's CEO in February this year. According to the Wall Street Journal, Bob Swann's exit is due to his inability to advance advanced manufacturing processes, which led to his falling behind his main competitors<a href=\"https://laohu8.com/S/AMD\">AMD</a>Relevant.</p><p>Therefore, less than a month after taking office, Kissinger announced Intel's \"IDM2.0\" vision in a high profile. Among them, IDM means semiconductor companies covering all aspects from design to manufacturing. Because chip manufacturing requires extremely high capital investment in technology research and development, only a few giant companies have this strength to assume this role. In the field of semiconductor manufacturing, at present, only Intel,<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>A few companies pursue IDM mode, while others adopt full-time foundry mode such as TSMC.</p><p>In this newly drawn IDM2.0 blueprint, foundry business has also become Intel's most important future strategy. Kissinger said in his speech that Intel plans to become the main foundry capacity supplier in the United States and Europe to provide services to global customers. To this end, Intel will invest $20 billion to build two new factories in Arizona, open an independent foundry affairs department and cooperate with third-party foundry manufacturers.</p><p>It is worth noting that when announcing the cooperation list, Kissinger directly pointed out TSMC,<a href=\"https://laohu8.com/S/SSNLF\">Samsung Electronics</a>And the name of Grofonde, and these three companies are the owners of the top three places in the current global chip foundry field. According to the data of Top Industry Research Institute, a market research organization, in the global foundry field, TSMC's market share was 49.2% in the second quarter of 2019, followed by Samsung with 18.0% share and Grofond with 8.7%.</p><p>According to public information, Grofonde was established in March 2009. Its predecessor was the wafer fab of AMD, Intel's old rival in the US domestic market. Because of years of losses, it was finally sold off by AMD. It was established after capital injection by Abu Dhabi Venture Capital Fund (ATIC) in the United Arab Emirates, specializing in chip foundry business.</p><p>However, in recent years, due to the unsmooth progress of advanced process research and development, Grofond has gradually lost the competition with TSMC and Samsung, and its market share has declined repeatedly, which has directly led to the shrinkage of its revenue and profit scale, making it even less funds to invest in the arms race of chip manufacturing process, thus forming an a vicious circle.</p><p>According to Luo Guozhao, director of China Laboratory of CHIP Global Testing Center, although Intel has encountered difficulties in recent years, its stable financial performance is still at the level of a giant; On the other hand, although it is equally weak in cutting-edge processes, Grofonder has a stable capacity supply and a market share of nearly 8% above 10nm.</p><p>In addition, the reporter noted that in terms of macro policy, at the end of March this year, the United States officially announced a round of $50 billion local revitalization plans for the semiconductor industry, which was used to invest in chip manufacturing and research and development, and accelerate the return of the manufacturing supply chain to the United States. Luo Guozhao said that under this policy, no company with an American background is more suitable for Intel than Grofonde, and if Intel completes the acquisition and makes efforts to OEM, it will undoubtedly get more subsidies from $50 billion.</p><p>Ji Wei, a senior semiconductor analyst from Taiwan Province, China, also told reporters that through Intel's acquisition, the United States can have more capital to pressure TSMC, thus forcing TSMC to increase its investment in the United States.</p><p>All the above realistic factors, Intel, which intends to complete its rise in the foundry field, and Grofond, which needs funds to be replenished, can get what each other needs in the transaction, which may be the main reason for the acquisition scandal.</p><p>\"Everyone takes what they need. If Intel offers a reasonable price, it is difficult to say that the major shareholders in the Middle East will definitely refuse.\" Luo Guozhao said that Grofonde's own wishes are one thing, but the decision whether to sell is not in its hands. Therefore, the possibility of an acquisition remains high and, at this stage, it will be a win-win decision for both parties.</p><p><b>Catch up with Samsung and TSMC</b></p><p>With the implementation of IDM2.0 strategy, Intel's goal of catching up has become clearer and clearer. If it can successfully eat Grofonde's market share, Intel will have only two rivals left in front of Samsung and TSMC.</p><p>According to the reporter's understanding, although Intel's 7nm has not yet been launched, and Samsung and TSMC have announced that they will enter the 3nm process within the year, in practice, the performance of a chip depends on the number of transistors, so the lower the process technology, the more advanced it is, because more transistors can be accommodated per unit area. According to public information, the density of TSMC's 5nm chip transistors is about 173 million/square mm, that of Samsung's 3nm chip is about 170 million/square mm, and that of Intel's 7nm chip planned has reached 180 million/square mm.</p><p>This also means that although it is two generations behind the process, the gap between Intel and Samsung and TSMC in technology is much smaller than expected. Once the 7nm technology matures, Intel will also have the strength to surpass Samsung and catch up with TSMC.</p><p>It is particularly noteworthy that the latest second quarter 2021 financial report shows that although TSMC's revenue growth reached a new high, its profit was slightly worse than expected, and the estimated gross profit margin in the third quarter was not as good as expected.</p><p>In contrast to the delicate situation, Kissinger also said in an interview with the media a few days ago that Intel will spend two years catching up with TSMC. However, Luo Guozhao believes that Intel will not be TSMC's rival in the short term. After all, TSMC's 3nm process is still far ahead, and catching up in manufacturing process is not an overnight work, which is why Intel chose to cooperate with TSMC.</p><p>According to Wei Zhejia, CEO of TSMC, compared with the 5nm process, the 3nm process will increase the density of transistors by 70%, and mass production may start in the second half of next year. Foreign media quoted sources as saying,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>And Intel will be the main customer of this production line.</p><p>In Jiwei's view, before surpassing TSMC, Intel still has many problems to solve. Even if it tries to push forward the acquisition of Grofond, if observed from the perspective of acquisition resistance, Grofond has been in poor condition in recent years, and in terms of influence, it has been<a href=\"https://laohu8.com/S/SMI\">SMIC</a>With<a href=\"https://laohu8.com/S/UMC\">UMC</a>Gradually widen the gap, even more unable to shake TSMC. \"Grossfonder is still losing money at present. At this time, the acquisition will cause some pressure on the financial statements. If Intel really wants to buy Grossfonder, it may have good reasons to persuade investors to agree,\" Ji Wei said.</p>","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>Behind the Acquisition of GCN Rumors: Intel's Chip Manufacturing Ambition Revealed</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\">\nBehind the Acquisition of GCN Rumors: Intel's Chip Manufacturing Ambition Revealed\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">中国经营报</strong><span class=\"h-time small\">2021-07-24 10:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Perhaps the largest merger and acquisition plan in the global semiconductor industry in recent years has surfaced. On July 17, according to the Wall Street Journal, citing people familiar with the matter,<a href=\"https://laohu8.com/S/INTC\">Intel</a>It is studying a $30 billion (about RMB 194 billion) acquisition of Grofond (often referred to in the industry as \"GlobalFoundries\"), which was formerly associated with<a href=\"https://laohu8.com/S/TSM\">TSMC</a>The same-name global chipmaking giant, if the deal goes through, will be Intel's biggest acquisition ever.</p><p>However, the rumors were quickly denied by Grofond. On July 19th, Grofonde CEO came forward to say that the news of negotiating the acquisition with Intel was just speculation, and denied that he had discussed the acquisition with the former, but would continue to seek to go public through IPO. In this regard, the reporter of China Business News interviewed the person in charge of Intel China, but the other party said that it would not respond to this topic.</p><p>Although this official response has quickly cooled public opinion about this shocking deal that could shake the industry, there is increasing evidence that Intel is looking to make a difference in chip manufacturing. Recently, the Financial Times quoted Intel's official statement confirming that the company is planning to invest 20 billion US dollars (about 129.6 billion yuan) to build chip factories in several EU member states. At present, the company is lobbying to get EU support.</p><p>At present, as one of the few leading companies in the global semiconductor industry that has retained the chip manufacturing department, Intel has begun to lag behind TSMC, whose core business is chip manufacturing foundry, in recent years. Especially in advanced processes, Intel's 7nm process has not made any progress. TSMC recently announced in its quarterly financial report that it has earned 10% of its revenue in nearly three quarters through the 5nm process, and will also trial produce the 3nm process in the third quarter of this year.</p><p>Under such a gap, whether Intel can finally succeed in the process of acquiring GE seems to have not affected the outside world's judgment that it will strive to return to the advanced camp of chip manufacturing, and the competitive landscape of the whole global semiconductor manufacturing field may also be marked by the rumor of Intel's acquisition of GE, and quietly enter a new situation.</p><p><b>The probability of acquisition remains high</b></p><p>Behind Intel's recent succession of moves, Pat Gelsinger is seen as the central player in driving this round of decision-making. He officially succeeded his predecessor Bob Swan as the company's CEO in February this year. According to the Wall Street Journal, Bob Swann's exit is due to his inability to advance advanced manufacturing processes, which led to his falling behind his main competitors<a href=\"https://laohu8.com/S/AMD\">AMD</a>Relevant.</p><p>Therefore, less than a month after taking office, Kissinger announced Intel's \"IDM2.0\" vision in a high profile. Among them, IDM means semiconductor companies covering all aspects from design to manufacturing. Because chip manufacturing requires extremely high capital investment in technology research and development, only a few giant companies have this strength to assume this role. In the field of semiconductor manufacturing, at present, only Intel,<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>A few companies pursue IDM mode, while others adopt full-time foundry mode such as TSMC.</p><p>In this newly drawn IDM2.0 blueprint, foundry business has also become Intel's most important future strategy. Kissinger said in his speech that Intel plans to become the main foundry capacity supplier in the United States and Europe to provide services to global customers. To this end, Intel will invest $20 billion to build two new factories in Arizona, open an independent foundry affairs department and cooperate with third-party foundry manufacturers.</p><p>It is worth noting that when announcing the cooperation list, Kissinger directly pointed out TSMC,<a href=\"https://laohu8.com/S/SSNLF\">Samsung Electronics</a>And the name of Grofonde, and these three companies are the owners of the top three places in the current global chip foundry field. According to the data of Top Industry Research Institute, a market research organization, in the global foundry field, TSMC's market share was 49.2% in the second quarter of 2019, followed by Samsung with 18.0% share and Grofond with 8.7%.</p><p>According to public information, Grofonde was established in March 2009. Its predecessor was the wafer fab of AMD, Intel's old rival in the US domestic market. Because of years of losses, it was finally sold off by AMD. It was established after capital injection by Abu Dhabi Venture Capital Fund (ATIC) in the United Arab Emirates, specializing in chip foundry business.</p><p>However, in recent years, due to the unsmooth progress of advanced process research and development, Grofond has gradually lost the competition with TSMC and Samsung, and its market share has declined repeatedly, which has directly led to the shrinkage of its revenue and profit scale, making it even less funds to invest in the arms race of chip manufacturing process, thus forming an a vicious circle.</p><p>According to Luo Guozhao, director of China Laboratory of CHIP Global Testing Center, although Intel has encountered difficulties in recent years, its stable financial performance is still at the level of a giant; On the other hand, although it is equally weak in cutting-edge processes, Grofonder has a stable capacity supply and a market share of nearly 8% above 10nm.</p><p>In addition, the reporter noted that in terms of macro policy, at the end of March this year, the United States officially announced a round of $50 billion local revitalization plans for the semiconductor industry, which was used to invest in chip manufacturing and research and development, and accelerate the return of the manufacturing supply chain to the United States. Luo Guozhao said that under this policy, no company with an American background is more suitable for Intel than Grofonde, and if Intel completes the acquisition and makes efforts to OEM, it will undoubtedly get more subsidies from $50 billion.</p><p>Ji Wei, a senior semiconductor analyst from Taiwan Province, China, also told reporters that through Intel's acquisition, the United States can have more capital to pressure TSMC, thus forcing TSMC to increase its investment in the United States.</p><p>All the above realistic factors, Intel, which intends to complete its rise in the foundry field, and Grofond, which needs funds to be replenished, can get what each other needs in the transaction, which may be the main reason for the acquisition scandal.</p><p>\"Everyone takes what they need. If Intel offers a reasonable price, it is difficult to say that the major shareholders in the Middle East will definitely refuse.\" Luo Guozhao said that Grofonde's own wishes are one thing, but the decision whether to sell is not in its hands. Therefore, the possibility of an acquisition remains high and, at this stage, it will be a win-win decision for both parties.</p><p><b>Catch up with Samsung and TSMC</b></p><p>With the implementation of IDM2.0 strategy, Intel's goal of catching up has become clearer and clearer. If it can successfully eat Grofonde's market share, Intel will have only two rivals left in front of Samsung and TSMC.</p><p>According to the reporter's understanding, although Intel's 7nm has not yet been launched, and Samsung and TSMC have announced that they will enter the 3nm process within the year, in practice, the performance of a chip depends on the number of transistors, so the lower the process technology, the more advanced it is, because more transistors can be accommodated per unit area. According to public information, the density of TSMC's 5nm chip transistors is about 173 million/square mm, that of Samsung's 3nm chip is about 170 million/square mm, and that of Intel's 7nm chip planned has reached 180 million/square mm.</p><p>This also means that although it is two generations behind the process, the gap between Intel and Samsung and TSMC in technology is much smaller than expected. Once the 7nm technology matures, Intel will also have the strength to surpass Samsung and catch up with TSMC.</p><p>It is particularly noteworthy that the latest second quarter 2021 financial report shows that although TSMC's revenue growth reached a new high, its profit was slightly worse than expected, and the estimated gross profit margin in the third quarter was not as good as expected.</p><p>In contrast to the delicate situation, Kissinger also said in an interview with the media a few days ago that Intel will spend two years catching up with TSMC. However, Luo Guozhao believes that Intel will not be TSMC's rival in the short term. After all, TSMC's 3nm process is still far ahead, and catching up in manufacturing process is not an overnight work, which is why Intel chose to cooperate with TSMC.</p><p>According to Wei Zhejia, CEO of TSMC, compared with the 5nm process, the 3nm process will increase the density of transistors by 70%, and mass production may start in the second half of next year. Foreign media quoted sources as saying,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>And Intel will be the main customer of this production line.</p><p>In Jiwei's view, before surpassing TSMC, Intel still has many problems to solve. Even if it tries to push forward the acquisition of Grofond, if observed from the perspective of acquisition resistance, Grofond has been in poor condition in recent years, and in terms of influence, it has been<a href=\"https://laohu8.com/S/SMI\">SMIC</a>With<a href=\"https://laohu8.com/S/UMC\">UMC</a>Gradually widen the gap, even more unable to shake TSMC. \"Grossfonder is still losing money at present. At this time, the acquisition will cause some pressure on the financial statements. If Intel really wants to buy Grossfonder, it may have good reasons to persuade investors to agree,\" Ji Wei said.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021072410404779d73bc6&s=b\">中国经营报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"159813":"芯片","03086":"华夏纳指","09086":"华夏纳指-U","INTC":"英特尔"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021072410404779d73bc6&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2153133933","content_text":"一桩也许是近年来全球半导体业内最大的并购计划日前浮出水面。7月17日，据《华尔街日报》援引知情人士透露，英特尔正在研究以300亿美元（约合人民币1940亿元）的价格收购格罗方德（业界常简称为“格芯”），后者曾是与台积电齐名的全球芯片制造巨头，如果该笔交易成行，将成为英特尔有史以来最大的一笔收购。\n不过，传闻很快遭到格罗方德否认。7月19日，格罗方德CEO出面表示，与英特尔洽谈收购的消息只是推测而已，并否认与前者展开过收购方面的讨论，而是会继续寻求通过IPO方式实现上市。对此，《中国经营报》记者采访了英特尔中国区负责人，但对方表示对此话题不作回应。\n这一官方回应虽然迅速冷却了这笔有可能震动业界的惊天交易的舆论热度，但已有越来越多的证据显示，英特尔期冀在芯片制造领域有所作为。近日，英国《金融时报》引述英特尔官方说法证实，该公司正在计划投资200亿美元（约合人民币1296亿元）在多个欧盟成员国建造芯片工厂，目前该公司正在进行游说工作，以获得欧盟方面的支持。\n作为目前全球半导体产业中为数不多保留了芯片制造部门的龙头公司，英特尔近年来却在造芯环节开始落后于以芯片制造代工为核心业务的台积电，尤其是在先进制程方面，英特尔的7纳米工艺迟迟没有进展，台积电日前则在季度财报上宣布已通过5纳米工艺赚取了近三个季度10%的营收，同时还将在今年三季度试产3纳米工艺。\n如此差距之下，英特尔能否在收购格芯的进程中最终得手，似乎都已不影响外界对其将奋力重回芯片制造先进阵营的判断，而整个全球半导体制造领域的竞争格局，或也将以此次英特尔收购格芯传闻事件为标志，悄然进入新的态势。\n收购概率依然很高\n在英特尔近期连番动作背后，帕特·基辛格（Pat Gelsinger）被视为推动该轮决策的核心角色，他在今年2月正式接替了前任鲍勃·斯旺（Bob Swan）出任该公司的CEO。而据《华尔街日报》报道，鲍勃·斯旺出局的原因，正与其在推进先进制程方面不力导致落后主要竞争对手AMD有关。\n因此，履新不到一个月后，基辛格便高调对外宣布了英特尔的“IDM2.0”愿景。其中，IDM意指涵盖从设计到制造所有环节的半导体公司，由于芯片制造需要极高的资本投入技术研发，因此只有极少数巨头公司才有这一实力承担这一角色。在半导体制造领域，目前全球只有英特尔、三星等少数几家公司奉行IDM模式，其他则都采用台积电一类的专职代工模式。\n而在这张新绘制的IDM2.0蓝图中，代工业务也成为英特尔最重要的未来战略，基辛格在演讲中表示，英特尔计划成为美国和欧洲的主要代工产能供应商，为全球客户提供服务。为此，英特尔将投资200亿美元在亚利桑那州新建两家工厂、开设独立代工事务部门以及与第三方代工厂商进行合作。\n值得注意的是，在宣布合作名单时，基辛格直接点出了台积电、三星电子以及格罗方德的名字，而这三家企业正是占据目前全球芯片代工领域前三把交椅的主人。市场调研机构拓墣产业研究院数据显示，在全球晶圆代工领域，2019年第二季度台积电的市场份额为49.2%，紧随其后的为拥有18.0%份额的三星和8.7%的格罗方德。\n公开信息显示，格罗方德成立于2009年3月，其前身是英特尔在美国本土市场的老对手AMD的晶圆厂，因为连年亏损，最终被AMD脱手，经阿联酋阿布扎比创投基金 (ATIC) 注资后成立，专营芯片代工业务。\n但近年来，由于先进制程研发的进程并不顺利，格罗方德在与台积电、三星的竞争中逐渐败下阵来，市场份额一再下降，这也直接导致了其营收与利润规模的萎缩，使其更无足够的资金投入到芯片制程的军备竞赛上，从而形成恶性循环。\n在CHIP全球测试中心中国实验室主任罗国昭看来，英特尔虽然近年来遭遇困境，但稳定的财务表现仍是巨头级别；另一方面，虽然在尖端制程上同样乏力，但格罗方德在10纳米以上有稳定的产能供应与近8%的市场份额。\n此外，记者注意到，宏观政策上，今年3月底，美国官方公布了一轮规模达500亿美元的半导体产业本土振兴计划，用以投入芯片制造与研发，加速制造供应链重返美国。罗国昭表示，在这一政策下，没有比格罗方德这一美国背景的公司更适合英特尔，而英特尔如果完成收购并发力代工，无疑也能从500亿美元中获得更多的补贴。\n来自中国台湾的半导体资深分析师季维也向记者表示，美国透过英特尔这一收购案，能拥有更多向台积电施压的资本，以此逼迫台积电加大在美国的投资。\n以上种种现实因素，意欲在代工领域完成崛起的英特尔，以及需要资金补充的格罗方德，双方能够在交易中互取所需，这或许是收购绯闻传出的主要原因。\n“各取所需下，如果英特尔给出一个合理的价格，很难说中东的大股东就一定会拒绝。”罗国昭表示，格罗方德自身的意愿是一回事，但是否出售的决定权并不在其手中。因此，收购的可能性依然很高，而且在现阶段而言，这对双方都会是一个双赢的决定。\n赶超三星、台积电\n随着IDM2.0战略的践行，英特尔发力追赶的目标也已越来越清晰。如果能够成功吃下格罗方德的市场份额，英特尔前方将会只剩下三星与台积电两个对手。\n据记者了解，虽然目前英特尔的7纳米尚未推出，而三星、台积电均已宣布年内进军3纳米制程，但在实际中，一款芯片的性能取决于晶体管的数量，所以制程工艺越低越先进，因为单位面积内能容纳更多数量的晶体管。而公开信息显示，台积电5纳米芯片晶体管密度约为1.73亿颗/平方毫米，三星3纳米芯片晶体管密度约为1.7亿颗/平方毫米，英特尔规划中的7纳米芯片则达到了1.8亿颗/平方毫米。\n这也意味着，虽然落后两代制程，但英特尔在工艺方面与三星、台积电的差距比想象中要小得多，一旦7纳米技术成熟，英特尔也将有超越三星直追台积电的实力。\n尤其值得注意的是，最新的2021年二季度财报显示，虽然台积电营收增长再创新高，但获利略逊于预期，第三季预估的毛利率也不如预期。\n微妙的形势对比下，基辛格也在日前接受媒体采访时表示，英特尔将花两年时间赶上台积电。不过，罗国昭认为，短期内英特尔还不会是台积电的对手，毕竟台积电的3纳米工艺还是遥遥领先，而且制程方面的赶超不是朝夕之功，这也是英特尔选择与台积电合作的原因。\n据台积电CEO魏哲家此前透露，同5纳米工艺相比，3纳米工艺将使晶体管密度提升70%，并可能在明年下半年开始量产。外媒援引消息人士透露，苹果与英特尔将会是这一产线的主要客户。\n而在季维看来，在超过台积电之前，英特尔要解决的问题还有很多，即使其试图推进收购格罗方德，如果从收购阻力层面观察，格罗方德这几年的状况欠佳，在影响力上，被中芯国际与联电逐渐拉开差距，更无法撼动台积电。“格罗方德目前也还存在亏损，此时收购会在财务报表上造成一些压力，英特尔若真要收购格罗方德，可能要有充分的理由说服投资人同意。”季维表示。","news_type":1,"symbols_score_info":{"159813":0.9,"09086":0.9,"03086":0.9,"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":3097,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178371206,"gmtCreate":1626789824105,"gmtModify":1703765264612,"author":{"id":"3579091027208131","authorId":"3579091027208131","name":"小白菜逆袭","avatar":"https://static.tigerbbs.com/e6fae3ff5fe246fa905d2a09cc814fdf","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579091027208131","idStr":"3579091027208131"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/178371206","repostId":"1195550175","repostType":4,"isVote":1,"tweetType":1,"viewCount":2545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178373945,"gmtCreate":1626789759687,"gmtModify":1703765262656,"author":{"id":"3579091027208131","authorId":"3579091027208131","name":"小白菜逆袭","avatar":"https://static.tigerbbs.com/e6fae3ff5fe246fa905d2a09cc814fdf","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579091027208131","idStr":"3579091027208131"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/178373945","repostId":"2152695265","repostType":4,"isVote":1,"tweetType":1,"viewCount":2461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121795530,"gmtCreate":1624491877320,"gmtModify":1703838080226,"author":{"id":"3579091027208131","authorId":"3579091027208131","name":"小白菜逆袭","avatar":"https://static.tigerbbs.com/e6fae3ff5fe246fa905d2a09cc814fdf","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579091027208131","idStr":"3579091027208131"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/121795530","repostId":"2145136560","repostType":4,"repost":{"id":"2145136560","kind":"highlight","pubTimestamp":1624471016,"share":"https://ttm.financial/m/news/2145136560?lang=en_US&edition=fundamental","pubTime":"2021-06-24 01:56","market":"hk","language":"zh","title":"Bitcoin falls below key technical levels, wooden sister bargains Grayscale Trust and Coinbase","url":"https://stock-news.laohu8.com/highlight/detail?id=2145136560","media":"华尔街见闻","summary":"别人恐惧时她又双叒贪婪了！Ark系列ETF昨日增持近21.5万股Coinbase和100万股灰度比特币信托，持有Coinbase总价值逾10亿美元，持有灰度信托共850万股成相关持仓最大ETF。从交投逻辑可知，Ark投资主要利用市场下跌而抄底。","content":"<p>On Tuesday, when the Bitcoin broke $29,000 and once erased all the gains this year, the Ark Invest series ETF of Cathie Wood, known as the \"Queen of the Bull Market\", is aggressively bargaining for Grayscale Bitcoin Trust and Coinbase stocks.</p><p>According to the data, Ark's flagship fund, Innovation ETF (trading symbol ARKK), took advantage of yesterday's downturn in Bitcoin and its related stocks to increase its holdings of nearly 215,000 shares of Coinbase, the world's largest digital currency exchange.</p><p>Meanwhile, the Ark Next Generation Internet ETF (trading symbol ARKW) added an additional 1 million shares worth approximately $29.3 million in Grayscale Bitcoin Trust (trading symbol GBTC), the world's largest Bitcoin Trust.</p><p>This pushed the total number of shares held by Ark Series ETFs in Coinbase to 4.7 million shares, or about 2% of Coinbase's fully diluted 261.3 million shares, making it one of the company's major external shareholders.<b>If calculated at Tuesday's closing price, the total value of Coinbase held by \"Wood Sister\" is more than $1.04 billion.</b></p><p><b>And, ARKW is the largest ETF in the market to hold Grayscale Bitcoin Trust, with a total of 8.5 million shares.</b>The second-highest holding of this Bitcoin trust on the market is the Amplify Transformation Data Sharing ETF (trading symbol BLOK), but only holds 212,000 shares of Grayscale Trust.</p><p><b>From the trading logic, it can be seen that the Ark investment of \"Sister Wood\" mainly takes advantage of the market decline to bargain-hunting.</b>Bitcoin was once halved from its all-time high of nearly $65,000, as was Grayscale Bitcoin Trust, and Coinbase fell nearly 35% from its high in two months of listing.</p><p>On Wednesday, Bitcoin rebounded by 18% from yesterday's low, once returning to $34,000. U.S. stocks fell slightly above $33,000 after midday, rising by 4% in 24 hours. Most mainstream digital currencies have risen. Some analysts say that the upward reason is unknown, and the volatility of cryptocurrencies has been very high.<img src=\"https://static.tigerbbs.com/eb83e0e22211f6e038eaffb1f5f66b46\" tg-width=\"695\" tg-height=\"511\" referrerpolicy=\"no-referrer\">The \"basket of stocks\" linked to Bitcoin also rallied collectively today.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It rose nearly 5% and Square rose nearly 2%, both close to two-month highs. Grayscale Bitcoin Trust rose by more than 6% at the highest, leaving the low level of the year, and it has still fallen as a whole this year. Coinbase rose more than 2%, still close to the low since listing. All the above stocks are the heavy positions of \"Wood Sister\".</p><p>ARKK, the flagship innovation ETF of \"Wood Sister\", rose by more than 2%, close to the high of nearly two months since April 28th. ARKW, which holds a large amount of Grayscale Bitcoin Trust, also rose 2%, and ARKF, another fintech innovation ETF with a large amount of Coinbase, rose 1.4%, both close to two-month highs.<img src=\"https://static.tigerbbs.com/4d5869ceeb6a2f7a0291e99083ed7531\" tg-width=\"713\" tg-height=\"511\" referrerpolicy=\"no-referrer\"></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>Bitcoin falls below key technical levels, wooden sister bargains Grayscale Trust and Coinbase</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; 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}\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\">\nBitcoin falls below key technical levels, wooden sister bargains Grayscale Trust and Coinbase\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\">2021-06-24 01:56</span>\n</p>\n</h4>\n</header>\n<article>\n<p>On Tuesday, when the Bitcoin broke $29,000 and once erased all the gains this year, the Ark Invest series ETF of Cathie Wood, known as the \"Queen of the Bull Market\", is aggressively bargaining for Grayscale Bitcoin Trust and Coinbase stocks.</p><p>According to the data, Ark's flagship fund, Innovation ETF (trading symbol ARKK), took advantage of yesterday's downturn in Bitcoin and its related stocks to increase its holdings of nearly 215,000 shares of Coinbase, the world's largest digital currency exchange.</p><p>Meanwhile, the Ark Next Generation Internet ETF (trading symbol ARKW) added an additional 1 million shares worth approximately $29.3 million in Grayscale Bitcoin Trust (trading symbol GBTC), the world's largest Bitcoin Trust.</p><p>This pushed the total number of shares held by Ark Series ETFs in Coinbase to 4.7 million shares, or about 2% of Coinbase's fully diluted 261.3 million shares, making it one of the company's major external shareholders.<b>If calculated at Tuesday's closing price, the total value of Coinbase held by \"Wood Sister\" is more than $1.04 billion.</b></p><p><b>And, ARKW is the largest ETF in the market to hold Grayscale Bitcoin Trust, with a total of 8.5 million shares.</b>The second-highest holding of this Bitcoin trust on the market is the Amplify Transformation Data Sharing ETF (trading symbol BLOK), but only holds 212,000 shares of Grayscale Trust.</p><p><b>From the trading logic, it can be seen that the Ark investment of \"Sister Wood\" mainly takes advantage of the market decline to bargain-hunting.</b>Bitcoin was once halved from its all-time high of nearly $65,000, as was Grayscale Bitcoin Trust, and Coinbase fell nearly 35% from its high in two months of listing.</p><p>On Wednesday, Bitcoin rebounded by 18% from yesterday's low, once returning to $34,000. U.S. stocks fell slightly above $33,000 after midday, rising by 4% in 24 hours. Most mainstream digital currencies have risen. Some analysts say that the upward reason is unknown, and the volatility of cryptocurrencies has been very high.<img src=\"https://static.tigerbbs.com/eb83e0e22211f6e038eaffb1f5f66b46\" tg-width=\"695\" tg-height=\"511\" referrerpolicy=\"no-referrer\">The \"basket of stocks\" linked to Bitcoin also rallied collectively today.<a href=\"https://laohu8.com/S/TSLA\">Tesla</a>It rose nearly 5% and Square rose nearly 2%, both close to two-month highs. Grayscale Bitcoin Trust rose by more than 6% at the highest, leaving the low level of the year, and it has still fallen as a whole this year. Coinbase rose more than 2%, still close to the low since listing. All the above stocks are the heavy positions of \"Wood Sister\".</p><p>ARKK, the flagship innovation ETF of \"Wood Sister\", rose by more than 2%, close to the high of nearly two months since April 28th. ARKW, which holds a large amount of Grayscale Bitcoin Trust, also rose 2%, and ARKF, another fintech innovation ETF with a large amount of Coinbase, rose 1.4%, both close to two-month highs.<img src=\"https://static.tigerbbs.com/4d5869ceeb6a2f7a0291e99083ed7531\" tg-width=\"713\" tg-height=\"511\" referrerpolicy=\"no-referrer\"></p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3633707\">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/414360f2ef7b5c785cb936b4a9b53a44","relate_stocks":{"CAN":"嘉楠科技","EBON":"亿邦国际"},"source_url":"https://wallstreetcn.com/articles/3633707","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145136560","content_text":"在周二比特币下破2.9万美元并一度抹去今年以来全部涨幅之际，素有“牛市女皇”之称的“木头姐”Cathie Wood旗下Ark Invest系列ETF正大举抄底灰度比特币信托和Coinbase股票。\n数据显示，Ark旗舰基金——创新ETF（交易代码ARKK）利用昨日比特币及其相关个股的低迷，增持了近21.5万股Coinbase股票，后者为全球最大数字货币交易所。\n同时，Ark下一代互联网ETF（交易代码ARKW）额外增持了100万股灰度比特币信托（Grayscale Bitcoin Trust，交易代码GBTC），价值约2930万美元，后者为全球最大比特币信托。\n这令Ark系列ETF持有Coinbase的股票总数推升至470万股，约占Coinbase完全摊薄2.613亿股的2%，成为公司主要外部股东之一。若按周二收盘价计算，“木头姐”共持有的Coinbase价值逾10.4亿美元。\n而且，ARKW是市场上持有灰度比特币信托最大的ETF，共持有850万股。市面上持有该比特币信托排名第二高的是Amplify转型数据共享ETF（交易代码BLOK），但仅持有21.2万股灰度信托。\n从交投逻辑可知，“木头姐”的Ark投资主要利用市场下跌而抄底。比特币一度较其近6.5万美元的历史最高腰斩，灰度比特币信托也是如此，Coinbase则在上市两个月里从高位跌落近35%。\n周三，比特币从昨日低位反弹18%，一度重上3.4万美元，美股午盘后小幅回落至3.3万美元上方，24小时内涨4%。主流数字货币多数上涨，有分析称上涨动因不明，加密货币波动性一直很大。与比特币相关的“一揽子股票”今日也集体反弹。特斯拉涨近5%，Square涨近2%，均接近两个月高位。灰度比特币信托最高涨超6%，脱离年内低位，今年以来仍整体下跌。Coinbase涨超2%，仍接近上市来低位。上述个股都是“木头姐”持仓重头。\n“木头姐”旗下旗舰创新ETF ARKK涨超2%，接近4月28日以来的近两个月高位。大量持有灰度比特币信托的ARKW也涨2%，另一持有大量Coinbase的金融科技创新ETF ARKF涨1.4%，均接近两个月高位。","news_type":1,"symbols_score_info":{"BTCmain":0.9,"CAN":0.9,"XBTmain":0.9,"EBON":0.9}},"isVote":1,"tweetType":1,"viewCount":2112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121792572,"gmtCreate":1624491834696,"gmtModify":1703838078769,"author":{"id":"3579091027208131","authorId":"3579091027208131","name":"小白菜逆袭","avatar":"https://static.tigerbbs.com/e6fae3ff5fe246fa905d2a09cc814fdf","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579091027208131","idStr":"3579091027208131"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/121792572","repostId":"2145139750","repostType":4,"repost":{"id":"2145139750","kind":"news","pubTimestamp":1624472100,"share":"https://ttm.financial/m/news/2145139750?lang=en_US&edition=fundamental","pubTime":"2021-06-24 02:15","market":"sh","language":"zh","title":"Commentary: Bitcoin Death Cross Perhaps Just a Short Trap","url":"https://stock-news.laohu8.com/highlight/detail?id=2145139750","media":"新浪财经","summary":"彭博图表专家赵力表示，比特币的螺旋式下跌可能已经接近尾声。\n　　比特币本周短暂跌破3万美元大关，为2021年以来首次跌破该关口，并且几乎抹去了今年的所有涨幅。从4月份高点下跌超过50%之后，比特币的50日移动均线已经跌破200日移动均线，形成所谓死亡交叉的技术信号。\n　　自2010年以来，比特币已经有7次出现死亡交叉。平均而言，比特币在其后50天里回报率为34%，盈亏比率为5：2。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张玉洁 SF107","content":"<p>Li Zhao, a Bloomberg chart expert, said the downward spiral in Bitcoin may be nearing its end.</p><p>Bitcoin briefly fell below the $30,000 mark this week for the first time since 2021, and has wiped out nearly all of its gains this year. After falling more than 50% from its April high, the 50-day moving average in Bitcoin has fallen below its 200-day moving average, forming a technical signal of the so-called death cross.</p><p>There have been seven death crosses in Bitcoin since 2010. On average, Bitcoin returns 34% over the next 50 days, with a profit-loss ratio of 5:2.</p>","source":"sina","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>Commentary: Bitcoin Death Cross Perhaps Just a Short Trap</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\">\nCommentary: Bitcoin Death Cross Perhaps Just a Short Trap\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2021-06-24 02:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Li Zhao, a Bloomberg chart expert, said the downward spiral in Bitcoin may be nearing its end.</p><p>Bitcoin briefly fell below the $30,000 mark this week for the first time since 2021, and has wiped out nearly all of its gains this year. After falling more than 50% from its April high, the 50-day moving average in Bitcoin has fallen below its 200-day moving average, forming a technical signal of the so-called death cross.</p><p>There have been seven death crosses in Bitcoin since 2010. On average, Bitcoin returns 34% over the next 50 days, with a profit-loss ratio of 5:2.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-06-24/doc-ikqcfnca2843806.shtml\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b73a4391d6b8bf3291eb4d137bd1dfc3","relate_stocks":{"EBON":"亿邦国际","CAN":"嘉楠科技"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-06-24/doc-ikqcfnca2843806.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2145139750","content_text":"彭博图表专家赵力表示，比特币的螺旋式下跌可能已经接近尾声。\n比特币本周短暂跌破3万美元大关，为2021年以来首次跌破该关口，并且几乎抹去了今年的所有涨幅。从4月份高点下跌超过50%之后，比特币的50日移动均线已经跌破200日移动均线，形成所谓死亡交叉的技术信号。\n自2010年以来，比特币已经有7次出现死亡交叉。平均而言，比特币在其后50天里回报率为34%，盈亏比率为5：2。","news_type":1,"symbols_score_info":{"XBTmain":0.9,"CAN":0.9,"BTCmain":0.9,"EBON":0.9}},"isVote":1,"tweetType":1,"viewCount":3020,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166596182,"gmtCreate":1624016028646,"gmtModify":1703826613329,"author":{"id":"3579091027208131","authorId":"3579091027208131","name":"小白菜逆袭","avatar":"https://static.tigerbbs.com/e6fae3ff5fe246fa905d2a09cc814fdf","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579091027208131","idStr":"3579091027208131"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/166596182","repostId":"1118210144","repostType":4,"isVote":1,"tweetType":1,"viewCount":2963,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":187858709,"gmtCreate":1623750028801,"gmtModify":1704210409329,"author":{"id":"3579091027208131","authorId":"3579091027208131","name":"小白菜逆袭","avatar":"https://static.tigerbbs.com/e6fae3ff5fe246fa905d2a09cc814fdf","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579091027208131","idStr":"3579091027208131"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/187858709","repostId":"1139950361","repostType":4,"isVote":1,"tweetType":1,"viewCount":899,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":104902389,"gmtCreate":1620348111741,"gmtModify":1704342286426,"author":{"id":"3579091027208131","authorId":"3579091027208131","name":"小白菜逆袭","avatar":"https://static.tigerbbs.com/e6fae3ff5fe246fa905d2a09cc814fdf","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579091027208131","idStr":"3579091027208131"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/104902389","repostId":"1148265462","repostType":4,"isVote":1,"tweetType":1,"viewCount":906,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":355634729,"gmtCreate":1617066103261,"gmtModify":1704801474273,"author":{"id":"3579091027208131","authorId":"3579091027208131","name":"小白菜逆袭","avatar":"https://static.tigerbbs.com/e6fae3ff5fe246fa905d2a09cc814fdf","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579091027208131","idStr":"3579091027208131"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/355634729","repostId":"1157203601","repostType":4,"repost":{"id":"1157203601","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":1617065001,"share":"https://ttm.financial/m/news/1157203601?lang=en_US&edition=fundamental","pubTime":"2021-03-30 08:43","market":"us","language":"zh","title":"ByteDance Reportedly Valued at $250 Billion in Secondary Market Deals","url":"https://stock-news.laohu8.com/highlight/detail?id=1157203601","media":"老虎资讯综合","summary":"3月30日，据彭博，知情人士透露，由于投资者对字节跳动的业务及其IPO前景充满信心，字节跳动在私有市场的估值已经超过2500亿美元。根据CB Insights的数据，字节跳动在上一轮融资时的估值达到1","content":"<p>On March 30, according to Bloomberg, people familiar with the matter revealed that ByteDance has been valued at more than $250 billion in the private market as investors are confident in its business and its IPO prospects. ByteDance was valued at $140 billion at the time of its last funding round, according to CB Insights.</p><p>One of the people familiar with the matter said the company was valued at about $200 billion in private market deals a month ago. If calculated at $250 billion, ByteDance's valuation has surpassed that of Exxon Mobil and Coca-Cola.</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>ByteDance Reportedly Valued at $250 Billion in Secondary Market Deals</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\">\nByteDance Reportedly Valued at $250 Billion in Secondary Market Deals\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\">2021-03-30 08:43</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>On March 30, according to Bloomberg, people familiar with the matter revealed that ByteDance has been valued at more than $250 billion in the private market as investors are confident in its business and its IPO prospects. ByteDance was valued at $140 billion at the time of its last funding round, according to CB Insights.</p><p>One of the people familiar with the matter said the company was valued at about $200 billion in private market deals a month ago. If calculated at $250 billion, ByteDance's valuation has surpassed that of Exxon Mobil and Coca-Cola.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/57922dcc5f7a43f1fddaf18d1a519025","relate_stocks":{},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157203601","content_text":"3月30日，据彭博，知情人士透露，由于投资者对字节跳动的业务及其IPO前景充满信心，字节跳动在私有市场的估值已经超过2500亿美元。根据CB Insights的数据，字节跳动在上一轮融资时的估值达到1400亿美元。其中一位知情人士说，该公司一个月前在私有市场的交易估值大约达为2000亿美元。如果按照2500亿美元计算，字节跳动的估值已经超过埃克森美孚和可口可乐。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359030032,"gmtCreate":1616298288226,"gmtModify":1704792724825,"author":{"id":"3579091027208131","authorId":"3579091027208131","name":"小白菜逆袭","avatar":"https://static.tigerbbs.com/e6fae3ff5fe246fa905d2a09cc814fdf","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579091027208131","idStr":"3579091027208131"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359030032","repostId":"2121456431","repostType":4,"repost":{"id":"2121456431","kind":"news","weMediaInfo":{"introduction":"致力于提供最及时的财经资讯，最专业的解读分析，覆盖宏观经济、金融机构、A股市场、上市公司、投资理财等财经领域。","home_visible":1,"media_name":"券商中国","id":"9","head_image":"https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f"},"pubTimestamp":1616287967,"share":"https://ttm.financial/m/news/2121456431?lang=en_US&edition=fundamental","pubTime":"2021-03-21 08:52","market":"us","language":"zh","title":"Skyrocketed 19 times in 6 months! This chip stock is completely on fire. What's its origin?","url":"https://stock-news.laohu8.com/highlight/detail?id=2121456431","media":"券商中国","summary":"据悉，阿瓦隆A1246矿机算力为90T，是效率最高的矿机之一。此次交易金额达271.3万美元。矿机将分3次交付，预计3月交付300台，5月交付50台，8月交付250台。不过，有说法称，该“矿场”，是俄军和私人投资者分成的。挖矿行业每年新增收入或达1000亿各种矿场的建立，显著的拉动了对矿机的需求，作为矿机生产商的嘉楠科技备受基金经理宠幸。比特币挖矿行业的年新增收入或超过100","content":"<p>Since the existence of mining machine chip stocks, there are many more reasons for fund managers to buy Bitcoin. Affected by the continuous rise of prices in Bitcoin, China concept stocks, which are mainly engaged in mining machine chip business, have become the darlings in the eyes of fund managers.</p><p><b>As of the close of March 20th, Beijing time, Chinese stocks listed in the United States<a href=\"https://laohu8.com/S/CAN\">Canaan Technology</a>Shares plunged 4.5%. As of March 20th, Canaan Technology's share price has increased by more than 5 times this year, 15 times in the last six months, and the highest share price has increased by 19 times during this period. After a week of continuous correction, as of March 20th, the current market value has dropped back to 28.4 billion RMB.</b></p><p><a href=\"https://laohu8.com/S/06178\">Everbright Securities</a>said that the mining industry is expected to add $18 billion in new revenue every year, and Canaan Technology is currently<a href=\"https://laohu8.com/S/00981\">SMIC</a>The major customer of N +1 advanced processes, cooperating on the production of new mining machines (90TH/s), and has achieved batch spot shipments, with an estimated annual production of over 400,000 units.</p><p><b>Bitcoin prices are far from mining costs, and demand for mining machines is hot</b></p><p>If fund managers buy Bitcoin directly, it may make prudent traditional investors feel absurd, but it seems much more logical to share the market of Bitcoin by buying \"AI chip company stocks\".</p><p>As of the close of March 20th, Beijing time, Canaan Technology, a Chinese stock listed in the United States, plummeted by 4.5%. After hitting a new high on March 12th, the stock has been pulled back for a week. According to the data, the share price of Canaan Technology has increased by more than 5 times this year. In the last six months, the share price has increased by 15 times according to the closing of March 20th. If calculated according to March 12th, it has reached 19 times at the highest. The market value of Canaan Technology after falling back up to now is 28.4 billion yuan.</p><p>Headquartered in Beijing, Canaan Technology is a company engaged in the research and development of independent AI chips and providing high-performance computing services. More accurately, Canaan Technology is a mining machine research and development company in Bitcoin. About 90% of the company's revenue comes from mining machine chips and related businesses. Mining machine is the most basic link in Bitcoin ecology.</p><p>The hot market of continuously rising prices in Bitcoin has significantly driven the demand for mining.</p><p>\"The higher the price, the greater the benefits of mining. After the price in Bitcoin falls below 5,000 USD, the mining machine can't be sold, and even the cost of electricity is very difficult.\" An investor in South China who owns a Bitcoin mine told a brokerage Chinese reporter at an exchange meeting that the sales of mining machines in Bitcoin are directly affected by the price in Bitcoin. If the price in Bitcoin is too low, it will impact the cost of mining.</p><p>According to the market on March 18th, the latest price in Bitcoin remained around $58,000, which is an attractive price for mining investors, meaning that the price in Bitcoin is much higher than the cost of mining.</p><p>The high price situation has stimulated the sales of mining machines in Bitcoin.</p><p>On March 2 this year, cryptocurrency mining company Integrated Ventures Inc announced the purchase of 600 Avalon A1246 mining machines (Avalon 1246) produced by Canaan Technology. It is reported that Avalon A1246 mining machine has a computing power of 90T, which is one of the most efficient mining machines. The transaction amounted to $2.713 million. The mining machines will be delivered in 3 tranches, with 300 units expected in March, 50 units in May and 250 units in August.</p><p>On January 27th this year, when the price in Bitcoin remained around $35,000, mining machines in Bitcoin were already selling very well. According to the official WeChat official account of Canaan Yunzhi, on January 27th this year, Canaan Technology signed an order for 6,000 Avalon mining machines with the mining giant CoreScientific, and reached a cooperation intention with the start-up company DroneEnergy for mining machine procurement. Prior to this, Canaan Technology also signed a purchase order with HIVEBlockChain for 6,400 mining machines.</p><p><b>Institutional sweeping goods Bitcoin helped mining machine companies a lot</b></p><p>Institutional investors in traditional industries entered the market to sweep goods in Bitcoin, raising the price of Bitcoin and staying away from the cost of mining, which helped mining companies a lot.</p><p>On March 18, Hong Kong listed companies<a href=\"https://laohu8.com/S/01357\">Meitu Corp</a>An announcement was made that subsidiary MiracleVision on March 17, 2021, in open market transactions under the Cryptocurrency Investment Plan, further purchased: 16,000 units of Ethereum (Purchased under Ethereum) for a total consideration of approximately $28.4 million; Bitcoin of approximately 386.09 units (purchased under Bitcoin) for a total consideration of approximately $21.6 million. As of the announcement date, Meitu has accumulated net purchases of cryptocurrencies worth approximately $90 million.</p><p>Previously, on March 5th, Meitu announced that it would purchase 15,000 units of Ethereum and 379.12 units of Bitcoin in open market transactions, with a total consideration of about 22.1 million USD and 17.9 million USD respectively.</p><p>Meitu said in the announcement that the purchases were made under a cryptocurrency investment plan previously approved by the company's board of directors, under which the group plans that cryptocurrencies with a net amount of up to $100 million can be purchased, funded by the company's existing cash reserves. Subsequently, the board of directors of the company will implement the cryptocurrency investment plan at its discretion according to the crypto market situation.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>As of now, retail investors have bought more than 187,000 Bitcoin, while institutional investors have bought roughly 172,684 Bitcoin, according to a report by strategist NikolaosPanigirtzoglou.</p><p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>The wealth management department wrote a new investor report on March 17, outlining the situation of cryptocurrency as an emerging investable asset class. The report said: For speculative investment to rise to the level of investable asset classes and play a role in a diversified portfolio, transformative progress on both the supply and demand sides will be required.</p><p>The change in institutional attitudes towards Bitcoin assets is unexpected. according to<a href=\"https://laohu8.com/S/CME\">Chicago Mercantile Exchange</a>Group data, Bitcoin futures open positions grew at least 100% for eight consecutive months through February 2021, with capital involved in these contracts growing exponentially at an annual rate of 145%, from $156 million at the end of February 2020 to $2.34 billion a year later. The increase is more than three times the 425% increase in prices in Bitcoin last year. It also further reflects the demand of institutional investors for this asset class, which has reached unprecedented levels.</p><p>Now that Bitcoin prices have risen above $50,000, investors' interest in trading Bitcoin has increased, which has also made mining investors in Bitcoin profitable. This means that every Bitcoin dug up can be supplied to investors in the secondary market at a price of more than $50,000.</p><p>On March 18th, Pakistan's Khyber Pakhtunkhwa province plans to establish two pilot cryptocurrency mines backed by hydropower. Previously, on January 13th, the province had announced the launch of two state-owned Bitcoin mines, saying that the legislative bill holding the action had been passed in the provincial parliament.</p><p>Ten days ago, on March 8th, the Russian Ministry of Defense \"Red Star TV\" published the information of a large cryptocurrency mine under the \"supervision\" of the Russian army. The mine is located at a hydroelectric plant near Irkutsk in Siberia, which houses thousands of mining machines. The extremely cold geographical environment provides the mine with good heat dissipation conditions and low water and electricity costs. However, it is said that the \"mine\" is divided between the Russian army and private investors.</p><p><b>New revenue of the mining industry may reach 100 billion annually</b></p><p>The establishment of various mines has significantly stimulated the demand for mining machines. As a mining machine manufacturer, Canaan Technology is favored by fund managers.</p><p>According to information disclosed by listed companies, as of the end of last year, there were approximately 20 funds holding shares in Canaan Technology. Fund managers directly holding Bitcoin may make conservative investors feel absurd at present, but it seems much more logical to share the market in Bitcoin by buying the shares of Canaan Technology in the name of \"AI chip company\".</p><p>The investment of A-share listed companies in Canaan Technology may also be the same strategy, so as to avoid listed companies directly deploying Bitcoin and being questioned by regulatory agencies.</p><p>China brokerage reporter noticed that,<a href=\"https://laohu8.com/S/600226\">*ST Hanye</a>It invested 200 million yuan to hold 99.50% of the shares of Shanghai Yongtang. Shanghai Yongtang indirectly invested in Hangzhou Jianan Yunzhi Information Technology Co., Ltd. through Baohu Fund, and the company's final holding ratio in this investment project is less than 1%. Based on the fact that *ST Hanye indirectly holds Canaan Technology, the stock price has been rising continuously this year. As of March 18th, the stock price of *ST Hanye has risen by nearly 75% this year, and its market value is close to 9 billion.</p><p><a href=\"https://laohu8.com/S/601788\">Everbright Securities</a>In a report, it was pointed out that Canaan Technology was the first to deploy Bitcoin mining industry, and the mining machinery production capacity was the most sufficient in 2021. Canaan Technology is currently<a href=\"https://laohu8.com/S/688981\">SMIC</a>The major customer of N +1 advanced processes, cooperating on the production of new mining machines (90TH/s), and has achieved batch spot shipments, with an estimated annual production of over 400,000 units.</p><p>Canaan Technology is the only manufacturer with multi-fab strategy at present. Due to the use of N +1 process chips for mass production, the occupation of wafer production capacity by GPU mining graphics cards and 5G mobile phones is largely buffered. In the report, Everbright Securities estimates that the market size of mining machine industry this year will be about 22.6 billion RMB, and it is estimated that 270,000 units will be shipped in the first half of the year (SMIC 150,000 units,<a href=\"https://laohu8.com/S/TSM\">TSMC</a>120,000 units), with 520,000 units shipped in the second half of the year (250,000 units for SMIC, 120,000 units for TSMC and 150,000 units for others).</p><p>The annual new revenue of the mining industry in Bitcoin may exceed 100 billion yuan. Everbright Securities pointed out that 2020-2024 is the fourth halving cycle of Bitcoin. The number of daily mining reward Bitcoin is 900, and the transaction fee is about 100, totaling about 1,000. Based on the price of 50,000 USD/piece, the mining industry is expected to increase its annual revenue by about 1000X50000X365=18 billion USD.</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>Skyrocketed 19 times in 6 months! This chip stock is completely on fire. What's its origin?</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\">\nSkyrocketed 19 times in 6 months! This chip stock is completely on fire. What's its origin?\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d482d56459984e8c86a6a137295b3c4f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">券商中国 </p>\n<p class=\"h-time smaller\">2021-03-21 08:52</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>Since the existence of mining machine chip stocks, there are many more reasons for fund managers to buy Bitcoin. Affected by the continuous rise of prices in Bitcoin, China concept stocks, which are mainly engaged in mining machine chip business, have become the darlings in the eyes of fund managers.</p><p><b>As of the close of March 20th, Beijing time, Chinese stocks listed in the United States<a href=\"https://laohu8.com/S/CAN\">Canaan Technology</a>Shares plunged 4.5%. As of March 20th, Canaan Technology's share price has increased by more than 5 times this year, 15 times in the last six months, and the highest share price has increased by 19 times during this period. After a week of continuous correction, as of March 20th, the current market value has dropped back to 28.4 billion RMB.</b></p><p><a href=\"https://laohu8.com/S/06178\">Everbright Securities</a>said that the mining industry is expected to add $18 billion in new revenue every year, and Canaan Technology is currently<a href=\"https://laohu8.com/S/00981\">SMIC</a>The major customer of N +1 advanced processes, cooperating on the production of new mining machines (90TH/s), and has achieved batch spot shipments, with an estimated annual production of over 400,000 units.</p><p><b>Bitcoin prices are far from mining costs, and demand for mining machines is hot</b></p><p>If fund managers buy Bitcoin directly, it may make prudent traditional investors feel absurd, but it seems much more logical to share the market of Bitcoin by buying \"AI chip company stocks\".</p><p>As of the close of March 20th, Beijing time, Canaan Technology, a Chinese stock listed in the United States, plummeted by 4.5%. After hitting a new high on March 12th, the stock has been pulled back for a week. According to the data, the share price of Canaan Technology has increased by more than 5 times this year. In the last six months, the share price has increased by 15 times according to the closing of March 20th. If calculated according to March 12th, it has reached 19 times at the highest. The market value of Canaan Technology after falling back up to now is 28.4 billion yuan.</p><p>Headquartered in Beijing, Canaan Technology is a company engaged in the research and development of independent AI chips and providing high-performance computing services. More accurately, Canaan Technology is a mining machine research and development company in Bitcoin. About 90% of the company's revenue comes from mining machine chips and related businesses. Mining machine is the most basic link in Bitcoin ecology.</p><p>The hot market of continuously rising prices in Bitcoin has significantly driven the demand for mining.</p><p>\"The higher the price, the greater the benefits of mining. After the price in Bitcoin falls below 5,000 USD, the mining machine can't be sold, and even the cost of electricity is very difficult.\" An investor in South China who owns a Bitcoin mine told a brokerage Chinese reporter at an exchange meeting that the sales of mining machines in Bitcoin are directly affected by the price in Bitcoin. If the price in Bitcoin is too low, it will impact the cost of mining.</p><p>According to the market on March 18th, the latest price in Bitcoin remained around $58,000, which is an attractive price for mining investors, meaning that the price in Bitcoin is much higher than the cost of mining.</p><p>The high price situation has stimulated the sales of mining machines in Bitcoin.</p><p>On March 2 this year, cryptocurrency mining company Integrated Ventures Inc announced the purchase of 600 Avalon A1246 mining machines (Avalon 1246) produced by Canaan Technology. It is reported that Avalon A1246 mining machine has a computing power of 90T, which is one of the most efficient mining machines. The transaction amounted to $2.713 million. The mining machines will be delivered in 3 tranches, with 300 units expected in March, 50 units in May and 250 units in August.</p><p>On January 27th this year, when the price in Bitcoin remained around $35,000, mining machines in Bitcoin were already selling very well. According to the official WeChat official account of Canaan Yunzhi, on January 27th this year, Canaan Technology signed an order for 6,000 Avalon mining machines with the mining giant CoreScientific, and reached a cooperation intention with the start-up company DroneEnergy for mining machine procurement. Prior to this, Canaan Technology also signed a purchase order with HIVEBlockChain for 6,400 mining machines.</p><p><b>Institutional sweeping goods Bitcoin helped mining machine companies a lot</b></p><p>Institutional investors in traditional industries entered the market to sweep goods in Bitcoin, raising the price of Bitcoin and staying away from the cost of mining, which helped mining companies a lot.</p><p>On March 18, Hong Kong listed companies<a href=\"https://laohu8.com/S/01357\">Meitu Corp</a>An announcement was made that subsidiary MiracleVision on March 17, 2021, in open market transactions under the Cryptocurrency Investment Plan, further purchased: 16,000 units of Ethereum (Purchased under Ethereum) for a total consideration of approximately $28.4 million; Bitcoin of approximately 386.09 units (purchased under Bitcoin) for a total consideration of approximately $21.6 million. As of the announcement date, Meitu has accumulated net purchases of cryptocurrencies worth approximately $90 million.</p><p>Previously, on March 5th, Meitu announced that it would purchase 15,000 units of Ethereum and 379.12 units of Bitcoin in open market transactions, with a total consideration of about 22.1 million USD and 17.9 million USD respectively.</p><p>Meitu said in the announcement that the purchases were made under a cryptocurrency investment plan previously approved by the company's board of directors, under which the group plans that cryptocurrencies with a net amount of up to $100 million can be purchased, funded by the company's existing cash reserves. Subsequently, the board of directors of the company will implement the cryptocurrency investment plan at its discretion according to the crypto market situation.</p><p><a href=\"https://laohu8.com/S/JPM\">JPMorgan Chase</a>As of now, retail investors have bought more than 187,000 Bitcoin, while institutional investors have bought roughly 172,684 Bitcoin, according to a report by strategist NikolaosPanigirtzoglou.</p><p><a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>The wealth management department wrote a new investor report on March 17, outlining the situation of cryptocurrency as an emerging investable asset class. The report said: For speculative investment to rise to the level of investable asset classes and play a role in a diversified portfolio, transformative progress on both the supply and demand sides will be required.</p><p>The change in institutional attitudes towards Bitcoin assets is unexpected. according to<a href=\"https://laohu8.com/S/CME\">Chicago Mercantile Exchange</a>Group data, Bitcoin futures open positions grew at least 100% for eight consecutive months through February 2021, with capital involved in these contracts growing exponentially at an annual rate of 145%, from $156 million at the end of February 2020 to $2.34 billion a year later. The increase is more than three times the 425% increase in prices in Bitcoin last year. It also further reflects the demand of institutional investors for this asset class, which has reached unprecedented levels.</p><p>Now that Bitcoin prices have risen above $50,000, investors' interest in trading Bitcoin has increased, which has also made mining investors in Bitcoin profitable. This means that every Bitcoin dug up can be supplied to investors in the secondary market at a price of more than $50,000.</p><p>On March 18th, Pakistan's Khyber Pakhtunkhwa province plans to establish two pilot cryptocurrency mines backed by hydropower. Previously, on January 13th, the province had announced the launch of two state-owned Bitcoin mines, saying that the legislative bill holding the action had been passed in the provincial parliament.</p><p>Ten days ago, on March 8th, the Russian Ministry of Defense \"Red Star TV\" published the information of a large cryptocurrency mine under the \"supervision\" of the Russian army. The mine is located at a hydroelectric plant near Irkutsk in Siberia, which houses thousands of mining machines. The extremely cold geographical environment provides the mine with good heat dissipation conditions and low water and electricity costs. However, it is said that the \"mine\" is divided between the Russian army and private investors.</p><p><b>New revenue of the mining industry may reach 100 billion annually</b></p><p>The establishment of various mines has significantly stimulated the demand for mining machines. As a mining machine manufacturer, Canaan Technology is favored by fund managers.</p><p>According to information disclosed by listed companies, as of the end of last year, there were approximately 20 funds holding shares in Canaan Technology. Fund managers directly holding Bitcoin may make conservative investors feel absurd at present, but it seems much more logical to share the market in Bitcoin by buying the shares of Canaan Technology in the name of \"AI chip company\".</p><p>The investment of A-share listed companies in Canaan Technology may also be the same strategy, so as to avoid listed companies directly deploying Bitcoin and being questioned by regulatory agencies.</p><p>China brokerage reporter noticed that,<a href=\"https://laohu8.com/S/600226\">*ST Hanye</a>It invested 200 million yuan to hold 99.50% of the shares of Shanghai Yongtang. Shanghai Yongtang indirectly invested in Hangzhou Jianan Yunzhi Information Technology Co., Ltd. through Baohu Fund, and the company's final holding ratio in this investment project is less than 1%. Based on the fact that *ST Hanye indirectly holds Canaan Technology, the stock price has been rising continuously this year. As of March 18th, the stock price of *ST Hanye has risen by nearly 75% this year, and its market value is close to 9 billion.</p><p><a href=\"https://laohu8.com/S/601788\">Everbright Securities</a>In a report, it was pointed out that Canaan Technology was the first to deploy Bitcoin mining industry, and the mining machinery production capacity was the most sufficient in 2021. Canaan Technology is currently<a href=\"https://laohu8.com/S/688981\">SMIC</a>The major customer of N +1 advanced processes, cooperating on the production of new mining machines (90TH/s), and has achieved batch spot shipments, with an estimated annual production of over 400,000 units.</p><p>Canaan Technology is the only manufacturer with multi-fab strategy at present. Due to the use of N +1 process chips for mass production, the occupation of wafer production capacity by GPU mining graphics cards and 5G mobile phones is largely buffered. In the report, Everbright Securities estimates that the market size of mining machine industry this year will be about 22.6 billion RMB, and it is estimated that 270,000 units will be shipped in the first half of the year (SMIC 150,000 units,<a href=\"https://laohu8.com/S/TSM\">TSMC</a>120,000 units), with 520,000 units shipped in the second half of the year (250,000 units for SMIC, 120,000 units for TSMC and 150,000 units for others).</p><p>The annual new revenue of the mining industry in Bitcoin may exceed 100 billion yuan. Everbright Securities pointed out that 2020-2024 is the fourth halving cycle of Bitcoin. The number of daily mining reward Bitcoin is 900, and the transaction fee is about 100, totaling about 1,000. Based on the price of 50,000 USD/piece, the mining industry is expected to increase its annual revenue by about 1000X50000X365=18 billion USD.</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2182a8a021a8689200e0ade3f44083dc","relate_stocks":{"159813":"芯片","CAN":"嘉楠科技"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2121456431","content_text":"自从有了矿机芯片股票，基金经理买比特币的理由，多了很多。受比特币价格连续走高的影响，主营矿机芯片业务的中概股成为基金经理眼中的宠儿。截至北京时间3月20日收盘，在美上市的中概股嘉楠科技股价大跌4.5%。截至3月20日，嘉楠科技今年以来的股价涨幅超过5倍，最近6个月涨幅15倍，期间最高股价涨幅达到19倍，在连续回调一周后，截止3月20日，当前市值回落至284亿人民币。光大证券表示，挖矿行业每年有望新增收入180亿美金，嘉楠科技目前是中芯国际N+1先进制程的主要客户，合作进行新型矿机（90TH/s）的生产，并已实现批量现货出货，预计全年产量超过40万台。比特币价格远离挖矿成本，矿机需求火爆如果基金经理直接购买比特币，可能令稳健的传统投资者感到荒唐，但通过以购买“AI芯片公司股票”分享比特币的行情，看起来顺理成章的多。截至北京时间3月20收盘，在美上市的中概股嘉楠科技大跌4.5%，该股再去3月12日创出新高后，已连续回调一周。数据显示，嘉楠科技今年以来的股价涨幅超过5倍，最近6个月的股价涨幅按3月20日收盘计算达15倍，若按照3月12日计算，最高达到19倍，嘉楠科技截止目前回落后的市值为284亿人民币。嘉楠科技总部位于北京，是一家从事自主AI芯片研发、提供高性能计算服务的公司。更准确的说法，嘉楠科技是一家比特币矿机研发公司，该公司约90%的收入来自矿机芯片及其相关业务，矿机是比特币生态中最基础的一大环节。比特币价格持续走高的火爆行情，显著带动了挖矿的需求。“价格越高，挖矿的利益越大，比特币价格跌破5000美元后，矿机就卖不动了，连用电的成本都很为难。”华南地区的一位拥有比特币矿场的投资者在一次交流会上对券商中国记者表示，比特币矿机销售直接受比特币价格的影响，比特币价格如果太低，就会冲击挖矿的成本。按照3月18日的行情，比特币最新价格维持在58000美元附近，对挖矿的投资者而言，这是一个极具吸引力的价格，意味着比特币的价格远远高于挖矿的成本。价格高高在上的状况，刺激了比特币矿机的销售。今年3月2日，加密货币挖矿公司IntegratedVenturesInc宣布购买600台嘉楠科技生产的阿瓦隆A1246矿机(Avalon1246)。据悉，阿瓦隆A1246矿机算力为90T，是效率最高的矿机之一。此次交易金额达271.3万美元。矿机将分3次交付，预计3月交付300台，5月交付50台，8月交付250台。今年1月27日，也就是比特币价格维持在35000美元附近时，比特币的矿机就已经非常好卖了。据嘉楠耘智官方公众号消息，今年1月27日，嘉楠科技与矿业巨头CoreScientific签署6000台阿瓦隆矿机订单，并与初创公司DroneEnergy达成了矿机采购合作意向。在此之前，嘉楠科技还与HIVEBlockChain签署了6400台的矿机采购订单。机构扫货比特币帮了矿机公司大忙传统行业的机构投资者入场扫货比特币，拉高比特币的价格，远离挖矿的成本，帮了矿机公司的大忙。3月18日，港股上市公司美图公司发布公告，子公司MiracleVision于2021年3月17日根据加密货币投资计划在公开市场交易中进一步购买了：1.6万单位的以太币（根据以太币购买），总对价约为2840万美元；约386.09单位的比特币（根据比特币购买），总对价约为2160万美元。截至公告日期，美图已累计净购买了价值约9000万美元的加密货币。此前3月5日，美图公司公告，将在公开市场交易中购买1.5万单位的以太币和379.12单位的比特币，总对价分别约为2210万美元和1790万美元。美图在公告中表示，这些购买是根据该公司董事会先前批准的一项加密货币投资计划进行的，据此该集团计划，可以购买净额不超过1亿美元的加密货币，其资金来源为该公司现有的现金储备。后续该公司董事会根据密货市场情况，酌情执行加密货币投资计划。摩根大通策略师NikolaosPanigirtzoglou的一份报告显示，截至目前，散户投资者已经购买了超过187000枚比特币，而机构投资者大约购买了172684枚比特币。摩根士丹利的财富管理部门则在3月17日撰写的一份新的投资者报告，概述了加密货币作为新兴的可投资资产类别的情况。报告中称：要使投机性投资上升到可投资资产类别的水平，并在多元化的投资组合中发挥作用，就需要在供需双方都取得变革性进展。机构对比特币资产的态度变化是令人始料不及的。根据芝加哥商品交易所集团的数据，截至2021年2月，比特币期货未平仓头寸连续8个月至少增长了100%，这些合约所涉及的资本以145%的年率指数增长，从2020年2月底的1.56亿美元增长到一年后的23.4亿美元。这种涨幅是比特币价格去年425%涨幅的三倍多。这也进一步反映了机构投资者对这一资产类别的需求，已经达到了前所未有的水平。既然比特币价格上涨到5万美元以上后，投资者对交易比特币的兴趣大增，也使得挖掘比特币的矿场投资者变得有利可图。这意味着每挖出一枚比特币，便可以以5万美元以上的价格，在二级市场供应给投资者。3月18日消息，巴基斯坦开伯尔－普赫图赫瓦省计划建立两个由水力发电支持的加密货币矿场试点。此前1月13日，该省曾宣布启动两个国有比特币矿场，并称持该行动的立法法案已在该省议会中获得通过。而在十天前的3月8日，俄国防部《红星电视台》公布了一个在俄军“监督”下的大型加密货币矿场的信息。该矿场位于西伯利亚伊尔库茨克附近的一个水电站，该矿场拥有成千上万矿机。极寒的地理环境给矿场提供了良好的散热条件，以及低廉的水电费用。不过，有说法称，该“矿场”，是俄军和私人投资者分成的。挖矿行业每年新增收入或达1000亿各种矿场的建立，显著的拉动了对矿机的需求，作为矿机生产商的嘉楠科技备受基金经理宠幸。根据上市公司披露的信息，截至去年底的数据，约有接近20家基金持有嘉楠科技的股票。基金经理直接持有比特币，在当下可能令保守型的投资者感到荒唐，但通过购买“AI芯片公司”的名义持有嘉楠科技的股票，从而分享比特币的行情，看起来顺理成章的多。A股上市公司对嘉楠科技的投资，可能也是如此策略，以避免上市公司直接布局比特币，遭到监管机构的问询。券商中国记者注意到，*ST瀚叶出资20000万元持有上海雍棠99.50%的股份，上海雍棠通过趵虎基金间接投资了杭州嘉楠耘智信息科技有限公司，该公司对该投资项目的最终持有比例低于1%。基于*ST瀚叶间接持有嘉楠科技的事实，该股股价今年以来连续走高，截至3月18日，*ST瀚叶今年以来的股价涨幅接近75%，市值也接近90亿。光大证券在一份报告中指出，嘉楠科技最早布局比特币矿业，2021年矿机产能最为充足。嘉楠科技目前是中芯国际N+1先进制程的主要客户，合作进行新型矿机（90TH/s）的生产，并已实现批量现货出货，预计全年产量超过40万台。嘉楠科技则是目前唯一多晶圆厂策略的厂商。由于采用N+1制程芯片进行量产，在很大程度上缓冲了GPU挖矿显卡和5G手机对晶圆产能的占用。在报告中，光大证券预计今年矿机行业市场规模约为226亿元RMB，预计上半年出货量27万台（中芯国际15万台、台积电12万台），下半年出货量52万台（中芯国际25万台、台积电12万台、其它15万台）。比特币挖矿行业的年新增收入或超过1000亿元人民币。光大证券指出，2020-2024年为比特币的第四个减半周期，每日挖矿奖励比特币数量为900枚，交易手续费用约100枚，合计约1000枚，以5万美金/枚价格计算，挖矿行业每年有望新增收入约1000X50000X365=180亿美金。","news_type":1,"symbols_score_info":{"159813":0.9,"CAN":0.9}},"isVote":1,"tweetType":1,"viewCount":1043,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327660095,"gmtCreate":1616080587717,"gmtModify":1704790763233,"author":{"id":"3579091027208131","authorId":"3579091027208131","name":"小白菜逆袭","avatar":"https://static.tigerbbs.com/e6fae3ff5fe246fa905d2a09cc814fdf","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579091027208131","idStr":"3579091027208131"},"themes":[],"htmlText":"Yy","listText":"Yy","text":"Yy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/327660095","repostId":"1141093943","repostType":4,"isVote":1,"tweetType":1,"viewCount":990,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327684135,"gmtCreate":1616080473227,"gmtModify":1704790761758,"author":{"id":"3579091027208131","authorId":"3579091027208131","name":"小白菜逆袭","avatar":"https://static.tigerbbs.com/e6fae3ff5fe246fa905d2a09cc814fdf","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579091027208131","idStr":"3579091027208131"},"themes":[],"htmlText":"Yy","listText":"Yy","text":"Yy","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/327684135","repostId":"1141093943","repostType":4,"isVote":1,"tweetType":1,"viewCount":650,"authorTwe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10:39","market":"us","language":"zh","title":"Behind the Acquisition of GCN Rumors: Intel's Chip Manufacturing Ambition Revealed","url":"https://stock-news.laohu8.com/highlight/detail?id=2153133933","media":"中国经营报","summary":"作为目前全球半导体产业中为数不多保留了芯片制造部门的龙头公司，英特尔近年来却在造芯环节开始落后于以芯片制造代工为核心业务的台积电，尤其是在先进制程方面，英特尔的7纳米工艺迟迟没有进展，台积电日前则在季度财报上宣布已通过5纳米工艺赚取了近三个季度10%的营收，同时还将在今年三季度试产3纳米工艺。","content":"<p>Perhaps the largest merger and acquisition plan in the global semiconductor industry in recent years has surfaced. On July 17, according to the Wall Street Journal, citing people familiar with the matter,<a href=\"https://laohu8.com/S/INTC\">Intel</a>It is studying a $30 billion (about RMB 194 billion) acquisition of Grofond (often referred to in the industry as \"GlobalFoundries\"), which was formerly associated with<a href=\"https://laohu8.com/S/TSM\">TSMC</a>The same-name global chipmaking giant, if the deal goes through, will be Intel's biggest acquisition ever.</p><p>However, the rumors were quickly denied by Grofond. On July 19th, Grofonde CEO came forward to say that the news of negotiating the acquisition with Intel was just speculation, and denied that he had discussed the acquisition with the former, but would continue to seek to go public through IPO. In this regard, the reporter of China Business News interviewed the person in charge of Intel China, but the other party said that it would not respond to this topic.</p><p>Although this official response has quickly cooled public opinion about this shocking deal that could shake the industry, there is increasing evidence that Intel is looking to make a difference in chip manufacturing. Recently, the Financial Times quoted Intel's official statement confirming that the company is planning to invest 20 billion US dollars (about 129.6 billion yuan) to build chip factories in several EU member states. At present, the company is lobbying to get EU support.</p><p>At present, as one of the few leading companies in the global semiconductor industry that has retained the chip manufacturing department, Intel has begun to lag behind TSMC, whose core business is chip manufacturing foundry, in recent years. Especially in advanced processes, Intel's 7nm process has not made any progress. TSMC recently announced in its quarterly financial report that it has earned 10% of its revenue in nearly three quarters through the 5nm process, and will also trial produce the 3nm process in the third quarter of this year.</p><p>Under such a gap, whether Intel can finally succeed in the process of acquiring GE seems to have not affected the outside world's judgment that it will strive to return to the advanced camp of chip manufacturing, and the competitive landscape of the whole global semiconductor manufacturing field may also be marked by the rumor of Intel's acquisition of GE, and quietly enter a new situation.</p><p><b>The probability of acquisition remains high</b></p><p>Behind Intel's recent succession of moves, Pat Gelsinger is seen as the central player in driving this round of decision-making. He officially succeeded his predecessor Bob Swan as the company's CEO in February this year. According to the Wall Street Journal, Bob Swann's exit is due to his inability to advance advanced manufacturing processes, which led to his falling behind his main competitors<a href=\"https://laohu8.com/S/AMD\">AMD</a>Relevant.</p><p>Therefore, less than a month after taking office, Kissinger announced Intel's \"IDM2.0\" vision in a high profile. Among them, IDM means semiconductor companies covering all aspects from design to manufacturing. Because chip manufacturing requires extremely high capital investment in technology research and development, only a few giant companies have this strength to assume this role. In the field of semiconductor manufacturing, at present, only Intel,<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>A few companies pursue IDM mode, while others adopt full-time foundry mode such as TSMC.</p><p>In this newly drawn IDM2.0 blueprint, foundry business has also become Intel's most important future strategy. Kissinger said in his speech that Intel plans to become the main foundry capacity supplier in the United States and Europe to provide services to global customers. To this end, Intel will invest $20 billion to build two new factories in Arizona, open an independent foundry affairs department and cooperate with third-party foundry manufacturers.</p><p>It is worth noting that when announcing the cooperation list, Kissinger directly pointed out TSMC,<a href=\"https://laohu8.com/S/SSNLF\">Samsung Electronics</a>And the name of Grofonde, and these three companies are the owners of the top three places in the current global chip foundry field. According to the data of Top Industry Research Institute, a market research organization, in the global foundry field, TSMC's market share was 49.2% in the second quarter of 2019, followed by Samsung with 18.0% share and Grofond with 8.7%.</p><p>According to public information, Grofonde was established in March 2009. Its predecessor was the wafer fab of AMD, Intel's old rival in the US domestic market. Because of years of losses, it was finally sold off by AMD. It was established after capital injection by Abu Dhabi Venture Capital Fund (ATIC) in the United Arab Emirates, specializing in chip foundry business.</p><p>However, in recent years, due to the unsmooth progress of advanced process research and development, Grofond has gradually lost the competition with TSMC and Samsung, and its market share has declined repeatedly, which has directly led to the shrinkage of its revenue and profit scale, making it even less funds to invest in the arms race of chip manufacturing process, thus forming an a vicious circle.</p><p>According to Luo Guozhao, director of China Laboratory of CHIP Global Testing Center, although Intel has encountered difficulties in recent years, its stable financial performance is still at the level of a giant; On the other hand, although it is equally weak in cutting-edge processes, Grofonder has a stable capacity supply and a market share of nearly 8% above 10nm.</p><p>In addition, the reporter noted that in terms of macro policy, at the end of March this year, the United States officially announced a round of $50 billion local revitalization plans for the semiconductor industry, which was used to invest in chip manufacturing and research and development, and accelerate the return of the manufacturing supply chain to the United States. Luo Guozhao said that under this policy, no company with an American background is more suitable for Intel than Grofonde, and if Intel completes the acquisition and makes efforts to OEM, it will undoubtedly get more subsidies from $50 billion.</p><p>Ji Wei, a senior semiconductor analyst from Taiwan Province, China, also told reporters that through Intel's acquisition, the United States can have more capital to pressure TSMC, thus forcing TSMC to increase its investment in the United States.</p><p>All the above realistic factors, Intel, which intends to complete its rise in the foundry field, and Grofond, which needs funds to be replenished, can get what each other needs in the transaction, which may be the main reason for the acquisition scandal.</p><p>\"Everyone takes what they need. If Intel offers a reasonable price, it is difficult to say that the major shareholders in the Middle East will definitely refuse.\" Luo Guozhao said that Grofonde's own wishes are one thing, but the decision whether to sell is not in its hands. Therefore, the possibility of an acquisition remains high and, at this stage, it will be a win-win decision for both parties.</p><p><b>Catch up with Samsung and TSMC</b></p><p>With the implementation of IDM2.0 strategy, Intel's goal of catching up has become clearer and clearer. If it can successfully eat Grofonde's market share, Intel will have only two rivals left in front of Samsung and TSMC.</p><p>According to the reporter's understanding, although Intel's 7nm has not yet been launched, and Samsung and TSMC have announced that they will enter the 3nm process within the year, in practice, the performance of a chip depends on the number of transistors, so the lower the process technology, the more advanced it is, because more transistors can be accommodated per unit area. According to public information, the density of TSMC's 5nm chip transistors is about 173 million/square mm, that of Samsung's 3nm chip is about 170 million/square mm, and that of Intel's 7nm chip planned has reached 180 million/square mm.</p><p>This also means that although it is two generations behind the process, the gap between Intel and Samsung and TSMC in technology is much smaller than expected. Once the 7nm technology matures, Intel will also have the strength to surpass Samsung and catch up with TSMC.</p><p>It is particularly noteworthy that the latest second quarter 2021 financial report shows that although TSMC's revenue growth reached a new high, its profit was slightly worse than expected, and the estimated gross profit margin in the third quarter was not as good as expected.</p><p>In contrast to the delicate situation, Kissinger also said in an interview with the media a few days ago that Intel will spend two years catching up with TSMC. However, Luo Guozhao believes that Intel will not be TSMC's rival in the short term. After all, TSMC's 3nm process is still far ahead, and catching up in manufacturing process is not an overnight work, which is why Intel chose to cooperate with TSMC.</p><p>According to Wei Zhejia, CEO of TSMC, compared with the 5nm process, the 3nm process will increase the density of transistors by 70%, and mass production may start in the second half of next year. Foreign media quoted sources as saying,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>And Intel will be the main customer of this production line.</p><p>In Jiwei's view, before surpassing TSMC, Intel still has many problems to solve. Even if it tries to push forward the acquisition of Grofond, if observed from the perspective of acquisition resistance, Grofond has been in poor condition in recent years, and in terms of influence, it has been<a href=\"https://laohu8.com/S/SMI\">SMIC</a>With<a href=\"https://laohu8.com/S/UMC\">UMC</a>Gradually widen the gap, even more unable to shake TSMC. \"Grossfonder is still losing money at present. At this time, the acquisition will cause some pressure on the financial statements. If Intel really wants to buy Grossfonder, it may have good reasons to persuade investors to agree,\" Ji Wei said.</p>","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>Behind the Acquisition of GCN Rumors: Intel's Chip Manufacturing Ambition Revealed</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\">\nBehind the Acquisition of GCN Rumors: Intel's Chip Manufacturing Ambition Revealed\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">中国经营报</strong><span class=\"h-time small\">2021-07-24 10:39</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Perhaps the largest merger and acquisition plan in the global semiconductor industry in recent years has surfaced. On July 17, according to the Wall Street Journal, citing people familiar with the matter,<a href=\"https://laohu8.com/S/INTC\">Intel</a>It is studying a $30 billion (about RMB 194 billion) acquisition of Grofond (often referred to in the industry as \"GlobalFoundries\"), which was formerly associated with<a href=\"https://laohu8.com/S/TSM\">TSMC</a>The same-name global chipmaking giant, if the deal goes through, will be Intel's biggest acquisition ever.</p><p>However, the rumors were quickly denied by Grofond. On July 19th, Grofonde CEO came forward to say that the news of negotiating the acquisition with Intel was just speculation, and denied that he had discussed the acquisition with the former, but would continue to seek to go public through IPO. In this regard, the reporter of China Business News interviewed the person in charge of Intel China, but the other party said that it would not respond to this topic.</p><p>Although this official response has quickly cooled public opinion about this shocking deal that could shake the industry, there is increasing evidence that Intel is looking to make a difference in chip manufacturing. Recently, the Financial Times quoted Intel's official statement confirming that the company is planning to invest 20 billion US dollars (about 129.6 billion yuan) to build chip factories in several EU member states. At present, the company is lobbying to get EU support.</p><p>At present, as one of the few leading companies in the global semiconductor industry that has retained the chip manufacturing department, Intel has begun to lag behind TSMC, whose core business is chip manufacturing foundry, in recent years. Especially in advanced processes, Intel's 7nm process has not made any progress. TSMC recently announced in its quarterly financial report that it has earned 10% of its revenue in nearly three quarters through the 5nm process, and will also trial produce the 3nm process in the third quarter of this year.</p><p>Under such a gap, whether Intel can finally succeed in the process of acquiring GE seems to have not affected the outside world's judgment that it will strive to return to the advanced camp of chip manufacturing, and the competitive landscape of the whole global semiconductor manufacturing field may also be marked by the rumor of Intel's acquisition of GE, and quietly enter a new situation.</p><p><b>The probability of acquisition remains high</b></p><p>Behind Intel's recent succession of moves, Pat Gelsinger is seen as the central player in driving this round of decision-making. He officially succeeded his predecessor Bob Swan as the company's CEO in February this year. According to the Wall Street Journal, Bob Swann's exit is due to his inability to advance advanced manufacturing processes, which led to his falling behind his main competitors<a href=\"https://laohu8.com/S/AMD\">AMD</a>Relevant.</p><p>Therefore, less than a month after taking office, Kissinger announced Intel's \"IDM2.0\" vision in a high profile. Among them, IDM means semiconductor companies covering all aspects from design to manufacturing. Because chip manufacturing requires extremely high capital investment in technology research and development, only a few giant companies have this strength to assume this role. In the field of semiconductor manufacturing, at present, only Intel,<a href=\"https://laohu8.com/S/SMSN.UK\">Samsung</a>A few companies pursue IDM mode, while others adopt full-time foundry mode such as TSMC.</p><p>In this newly drawn IDM2.0 blueprint, foundry business has also become Intel's most important future strategy. Kissinger said in his speech that Intel plans to become the main foundry capacity supplier in the United States and Europe to provide services to global customers. To this end, Intel will invest $20 billion to build two new factories in Arizona, open an independent foundry affairs department and cooperate with third-party foundry manufacturers.</p><p>It is worth noting that when announcing the cooperation list, Kissinger directly pointed out TSMC,<a href=\"https://laohu8.com/S/SSNLF\">Samsung Electronics</a>And the name of Grofonde, and these three companies are the owners of the top three places in the current global chip foundry field. According to the data of Top Industry Research Institute, a market research organization, in the global foundry field, TSMC's market share was 49.2% in the second quarter of 2019, followed by Samsung with 18.0% share and Grofond with 8.7%.</p><p>According to public information, Grofonde was established in March 2009. Its predecessor was the wafer fab of AMD, Intel's old rival in the US domestic market. Because of years of losses, it was finally sold off by AMD. It was established after capital injection by Abu Dhabi Venture Capital Fund (ATIC) in the United Arab Emirates, specializing in chip foundry business.</p><p>However, in recent years, due to the unsmooth progress of advanced process research and development, Grofond has gradually lost the competition with TSMC and Samsung, and its market share has declined repeatedly, which has directly led to the shrinkage of its revenue and profit scale, making it even less funds to invest in the arms race of chip manufacturing process, thus forming an a vicious circle.</p><p>According to Luo Guozhao, director of China Laboratory of CHIP Global Testing Center, although Intel has encountered difficulties in recent years, its stable financial performance is still at the level of a giant; On the other hand, although it is equally weak in cutting-edge processes, Grofonder has a stable capacity supply and a market share of nearly 8% above 10nm.</p><p>In addition, the reporter noted that in terms of macro policy, at the end of March this year, the United States officially announced a round of $50 billion local revitalization plans for the semiconductor industry, which was used to invest in chip manufacturing and research and development, and accelerate the return of the manufacturing supply chain to the United States. Luo Guozhao said that under this policy, no company with an American background is more suitable for Intel than Grofonde, and if Intel completes the acquisition and makes efforts to OEM, it will undoubtedly get more subsidies from $50 billion.</p><p>Ji Wei, a senior semiconductor analyst from Taiwan Province, China, also told reporters that through Intel's acquisition, the United States can have more capital to pressure TSMC, thus forcing TSMC to increase its investment in the United States.</p><p>All the above realistic factors, Intel, which intends to complete its rise in the foundry field, and Grofond, which needs funds to be replenished, can get what each other needs in the transaction, which may be the main reason for the acquisition scandal.</p><p>\"Everyone takes what they need. If Intel offers a reasonable price, it is difficult to say that the major shareholders in the Middle East will definitely refuse.\" Luo Guozhao said that Grofonde's own wishes are one thing, but the decision whether to sell is not in its hands. Therefore, the possibility of an acquisition remains high and, at this stage, it will be a win-win decision for both parties.</p><p><b>Catch up with Samsung and TSMC</b></p><p>With the implementation of IDM2.0 strategy, Intel's goal of catching up has become clearer and clearer. If it can successfully eat Grofonde's market share, Intel will have only two rivals left in front of Samsung and TSMC.</p><p>According to the reporter's understanding, although Intel's 7nm has not yet been launched, and Samsung and TSMC have announced that they will enter the 3nm process within the year, in practice, the performance of a chip depends on the number of transistors, so the lower the process technology, the more advanced it is, because more transistors can be accommodated per unit area. According to public information, the density of TSMC's 5nm chip transistors is about 173 million/square mm, that of Samsung's 3nm chip is about 170 million/square mm, and that of Intel's 7nm chip planned has reached 180 million/square mm.</p><p>This also means that although it is two generations behind the process, the gap between Intel and Samsung and TSMC in technology is much smaller than expected. Once the 7nm technology matures, Intel will also have the strength to surpass Samsung and catch up with TSMC.</p><p>It is particularly noteworthy that the latest second quarter 2021 financial report shows that although TSMC's revenue growth reached a new high, its profit was slightly worse than expected, and the estimated gross profit margin in the third quarter was not as good as expected.</p><p>In contrast to the delicate situation, Kissinger also said in an interview with the media a few days ago that Intel will spend two years catching up with TSMC. However, Luo Guozhao believes that Intel will not be TSMC's rival in the short term. After all, TSMC's 3nm process is still far ahead, and catching up in manufacturing process is not an overnight work, which is why Intel chose to cooperate with TSMC.</p><p>According to Wei Zhejia, CEO of TSMC, compared with the 5nm process, the 3nm process will increase the density of transistors by 70%, and mass production may start in the second half of next year. Foreign media quoted sources as saying,<a href=\"https://laohu8.com/S/AAPL\">Apple</a>And Intel will be the main customer of this production line.</p><p>In Jiwei's view, before surpassing TSMC, Intel still has many problems to solve. Even if it tries to push forward the acquisition of Grofond, if observed from the perspective of acquisition resistance, Grofond has been in poor condition in recent years, and in terms of influence, it has been<a href=\"https://laohu8.com/S/SMI\">SMIC</a>With<a href=\"https://laohu8.com/S/UMC\">UMC</a>Gradually widen the gap, even more unable to shake TSMC. \"Grossfonder is still losing money at present. At this time, the acquisition will cause some pressure on the financial statements. If Intel really wants to buy Grossfonder, it may have good reasons to persuade investors to agree,\" Ji Wei said.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021072410404779d73bc6&s=b\">中国经营报</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"159813":"芯片","03086":"华夏纳指","09086":"华夏纳指-U","INTC":"英特尔"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2021072410404779d73bc6&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2153133933","content_text":"一桩也许是近年来全球半导体业内最大的并购计划日前浮出水面。7月17日，据《华尔街日报》援引知情人士透露，英特尔正在研究以300亿美元（约合人民币1940亿元）的价格收购格罗方德（业界常简称为“格芯”），后者曾是与台积电齐名的全球芯片制造巨头，如果该笔交易成行，将成为英特尔有史以来最大的一笔收购。\n不过，传闻很快遭到格罗方德否认。7月19日，格罗方德CEO出面表示，与英特尔洽谈收购的消息只是推测而已，并否认与前者展开过收购方面的讨论，而是会继续寻求通过IPO方式实现上市。对此，《中国经营报》记者采访了英特尔中国区负责人，但对方表示对此话题不作回应。\n这一官方回应虽然迅速冷却了这笔有可能震动业界的惊天交易的舆论热度，但已有越来越多的证据显示，英特尔期冀在芯片制造领域有所作为。近日，英国《金融时报》引述英特尔官方说法证实，该公司正在计划投资200亿美元（约合人民币1296亿元）在多个欧盟成员国建造芯片工厂，目前该公司正在进行游说工作，以获得欧盟方面的支持。\n作为目前全球半导体产业中为数不多保留了芯片制造部门的龙头公司，英特尔近年来却在造芯环节开始落后于以芯片制造代工为核心业务的台积电，尤其是在先进制程方面，英特尔的7纳米工艺迟迟没有进展，台积电日前则在季度财报上宣布已通过5纳米工艺赚取了近三个季度10%的营收，同时还将在今年三季度试产3纳米工艺。\n如此差距之下，英特尔能否在收购格芯的进程中最终得手，似乎都已不影响外界对其将奋力重回芯片制造先进阵营的判断，而整个全球半导体制造领域的竞争格局，或也将以此次英特尔收购格芯传闻事件为标志，悄然进入新的态势。\n收购概率依然很高\n在英特尔近期连番动作背后，帕特·基辛格（Pat Gelsinger）被视为推动该轮决策的核心角色，他在今年2月正式接替了前任鲍勃·斯旺（Bob Swan）出任该公司的CEO。而据《华尔街日报》报道，鲍勃·斯旺出局的原因，正与其在推进先进制程方面不力导致落后主要竞争对手AMD有关。\n因此，履新不到一个月后，基辛格便高调对外宣布了英特尔的“IDM2.0”愿景。其中，IDM意指涵盖从设计到制造所有环节的半导体公司，由于芯片制造需要极高的资本投入技术研发，因此只有极少数巨头公司才有这一实力承担这一角色。在半导体制造领域，目前全球只有英特尔、三星等少数几家公司奉行IDM模式，其他则都采用台积电一类的专职代工模式。\n而在这张新绘制的IDM2.0蓝图中，代工业务也成为英特尔最重要的未来战略，基辛格在演讲中表示，英特尔计划成为美国和欧洲的主要代工产能供应商，为全球客户提供服务。为此，英特尔将投资200亿美元在亚利桑那州新建两家工厂、开设独立代工事务部门以及与第三方代工厂商进行合作。\n值得注意的是，在宣布合作名单时，基辛格直接点出了台积电、三星电子以及格罗方德的名字，而这三家企业正是占据目前全球芯片代工领域前三把交椅的主人。市场调研机构拓墣产业研究院数据显示，在全球晶圆代工领域，2019年第二季度台积电的市场份额为49.2%，紧随其后的为拥有18.0%份额的三星和8.7%的格罗方德。\n公开信息显示，格罗方德成立于2009年3月，其前身是英特尔在美国本土市场的老对手AMD的晶圆厂，因为连年亏损，最终被AMD脱手，经阿联酋阿布扎比创投基金 (ATIC) 注资后成立，专营芯片代工业务。\n但近年来，由于先进制程研发的进程并不顺利，格罗方德在与台积电、三星的竞争中逐渐败下阵来，市场份额一再下降，这也直接导致了其营收与利润规模的萎缩，使其更无足够的资金投入到芯片制程的军备竞赛上，从而形成恶性循环。\n在CHIP全球测试中心中国实验室主任罗国昭看来，英特尔虽然近年来遭遇困境，但稳定的财务表现仍是巨头级别；另一方面，虽然在尖端制程上同样乏力，但格罗方德在10纳米以上有稳定的产能供应与近8%的市场份额。\n此外，记者注意到，宏观政策上，今年3月底，美国官方公布了一轮规模达500亿美元的半导体产业本土振兴计划，用以投入芯片制造与研发，加速制造供应链重返美国。罗国昭表示，在这一政策下，没有比格罗方德这一美国背景的公司更适合英特尔，而英特尔如果完成收购并发力代工，无疑也能从500亿美元中获得更多的补贴。\n来自中国台湾的半导体资深分析师季维也向记者表示，美国透过英特尔这一收购案，能拥有更多向台积电施压的资本，以此逼迫台积电加大在美国的投资。\n以上种种现实因素，意欲在代工领域完成崛起的英特尔，以及需要资金补充的格罗方德，双方能够在交易中互取所需，这或许是收购绯闻传出的主要原因。\n“各取所需下，如果英特尔给出一个合理的价格，很难说中东的大股东就一定会拒绝。”罗国昭表示，格罗方德自身的意愿是一回事，但是否出售的决定权并不在其手中。因此，收购的可能性依然很高，而且在现阶段而言，这对双方都会是一个双赢的决定。\n赶超三星、台积电\n随着IDM2.0战略的践行，英特尔发力追赶的目标也已越来越清晰。如果能够成功吃下格罗方德的市场份额，英特尔前方将会只剩下三星与台积电两个对手。\n据记者了解，虽然目前英特尔的7纳米尚未推出，而三星、台积电均已宣布年内进军3纳米制程，但在实际中，一款芯片的性能取决于晶体管的数量，所以制程工艺越低越先进，因为单位面积内能容纳更多数量的晶体管。而公开信息显示，台积电5纳米芯片晶体管密度约为1.73亿颗/平方毫米，三星3纳米芯片晶体管密度约为1.7亿颗/平方毫米，英特尔规划中的7纳米芯片则达到了1.8亿颗/平方毫米。\n这也意味着，虽然落后两代制程，但英特尔在工艺方面与三星、台积电的差距比想象中要小得多，一旦7纳米技术成熟，英特尔也将有超越三星直追台积电的实力。\n尤其值得注意的是，最新的2021年二季度财报显示，虽然台积电营收增长再创新高，但获利略逊于预期，第三季预估的毛利率也不如预期。\n微妙的形势对比下，基辛格也在日前接受媒体采访时表示，英特尔将花两年时间赶上台积电。不过，罗国昭认为，短期内英特尔还不会是台积电的对手，毕竟台积电的3纳米工艺还是遥遥领先，而且制程方面的赶超不是朝夕之功，这也是英特尔选择与台积电合作的原因。\n据台积电CEO魏哲家此前透露，同5纳米工艺相比，3纳米工艺将使晶体管密度提升70%，并可能在明年下半年开始量产。外媒援引消息人士透露，苹果与英特尔将会是这一产线的主要客户。\n而在季维看来，在超过台积电之前，英特尔要解决的问题还有很多，即使其试图推进收购格罗方德，如果从收购阻力层面观察，格罗方德这几年的状况欠佳，在影响力上，被中芯国际与联电逐渐拉开差距，更无法撼动台积电。“格罗方德目前也还存在亏损，此时收购会在财务报表上造成一些压力，英特尔若真要收购格罗方德，可能要有充分的理由说服投资人同意。”季维表示。","news_type":1,"symbols_score_info":{"159813":0.9,"09086":0.9,"03086":0.9,"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":3097,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121792572,"gmtCreate":1624491834696,"gmtModify":1703838078769,"author":{"id":"3579091027208131","authorId":"3579091027208131","name":"小白菜逆袭","avatar":"https://static.tigerbbs.com/e6fae3ff5fe246fa905d2a09cc814fdf","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579091027208131","idStr":"3579091027208131"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/121792572","repostId":"2145139750","repostType":4,"repost":{"id":"2145139750","kind":"news","pubTimestamp":1624472100,"share":"https://ttm.financial/m/news/2145139750?lang=en_US&edition=fundamental","pubTime":"2021-06-24 02:15","market":"sh","language":"zh","title":"Commentary: Bitcoin Death Cross Perhaps Just a Short Trap","url":"https://stock-news.laohu8.com/highlight/detail?id=2145139750","media":"新浪财经","summary":"彭博图表专家赵力表示，比特币的螺旋式下跌可能已经接近尾声。\n　　比特币本周短暂跌破3万美元大关，为2021年以来首次跌破该关口，并且几乎抹去了今年的所有涨幅。从4月份高点下跌超过50%之后，比特币的50日移动均线已经跌破200日移动均线，形成所谓死亡交叉的技术信号。\n　　自2010年以来，比特币已经有7次出现死亡交叉。平均而言，比特币在其后50天里回报率为34%，盈亏比率为5：2。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张玉洁 SF107","content":"<p>Li Zhao, a Bloomberg chart expert, said the downward spiral in Bitcoin may be nearing its end.</p><p>Bitcoin briefly fell below the $30,000 mark this week for the first time since 2021, and has wiped out nearly all of its gains this year. After falling more than 50% from its April high, the 50-day moving average in Bitcoin has fallen below its 200-day moving average, forming a technical signal of the so-called death cross.</p><p>There have been seven death crosses in Bitcoin since 2010. On average, Bitcoin returns 34% over the next 50 days, with a profit-loss ratio of 5:2.</p>","source":"sina","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>Commentary: Bitcoin Death Cross Perhaps Just a Short Trap</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\">\nCommentary: Bitcoin Death Cross Perhaps Just a Short Trap\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">新浪财经</strong><span class=\"h-time small\">2021-06-24 02:15</span>\n</p>\n</h4>\n</header>\n<article>\n<p>Li Zhao, a Bloomberg chart expert, said the downward spiral in Bitcoin may be nearing its end.</p><p>Bitcoin briefly fell below the $30,000 mark this week for the first time since 2021, and has wiped out nearly all of its gains this year. After falling more than 50% from its April high, the 50-day moving average in Bitcoin has fallen below its 200-day moving average, forming a technical signal of the so-called death cross.</p><p>There have been seven death crosses in Bitcoin since 2010. On average, Bitcoin returns 34% over the next 50 days, with a profit-loss ratio of 5:2.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://finance.sina.com.cn/stock/usstock/c/2021-06-24/doc-ikqcfnca2843806.shtml\">新浪财经</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b73a4391d6b8bf3291eb4d137bd1dfc3","relate_stocks":{"EBON":"亿邦国际","CAN":"嘉楠科技"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2021-06-24/doc-ikqcfnca2843806.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2145139750","content_text":"彭博图表专家赵力表示，比特币的螺旋式下跌可能已经接近尾声。\n比特币本周短暂跌破3万美元大关，为2021年以来首次跌破该关口，并且几乎抹去了今年的所有涨幅。从4月份高点下跌超过50%之后，比特币的50日移动均线已经跌破200日移动均线，形成所谓死亡交叉的技术信号。\n自2010年以来，比特币已经有7次出现死亡交叉。平均而言，比特币在其后50天里回报率为34%，盈亏比率为5：2。","news_type":1,"symbols_score_info":{"XBTmain":0.9,"CAN":0.9,"BTCmain":0.9,"EBON":0.9}},"isVote":1,"tweetType":1,"viewCount":3020,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":104902389,"gmtCreate":1620348111741,"gmtModify":1704342286426,"author":{"id":"3579091027208131","authorId":"3579091027208131","name":"小白菜逆袭","avatar":"https://static.tigerbbs.com/e6fae3ff5fe246fa905d2a09cc814fdf","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579091027208131","idStr":"3579091027208131"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/104902389","repostId":"1148265462","repostType":4,"isVote":1,"tweetType":1,"viewCount":906,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":178373945,"gmtCreate":1626789759687,"gmtModify":1703765262656,"author":{"id":"3579091027208131","authorId":"3579091027208131","name":"小白菜逆袭","avatar":"https://static.tigerbbs.com/e6fae3ff5fe246fa905d2a09cc814fdf","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579091027208131","idStr":"3579091027208131"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/178373945","repostId":"2152695265","repostType":4,"isVote":1,"tweetType":1,"viewCount":2461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":166596182,"gmtCreate":1624016028646,"gmtModify":1703826613329,"author":{"id":"3579091027208131","authorId":"3579091027208131","name":"小白菜逆袭","avatar":"https://static.tigerbbs.com/e6fae3ff5fe246fa905d2a09cc814fdf","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579091027208131","idStr":"3579091027208131"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/166596182","repostId":"1118210144","repostType":4,"isVote":1,"tweetType":1,"viewCount":2963,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":811591775,"gmtCreate":1630331061197,"gmtModify":1676530271372,"author":{"id":"3579091027208131","authorId":"3579091027208131","name":"小白菜逆袭","avatar":"https://static.tigerbbs.com/e6fae3ff5fe246fa905d2a09cc814fdf","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579091027208131","idStr":"3579091027208131"},"themes":[],"htmlText":"66666666","listText":"66666666","text":"66666666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/811591775","repostId":"2163007700","repostType":4,"isVote":1,"tweetType":1,"viewCount":1808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834210537,"gmtCreate":1629805691429,"gmtModify":1676530136540,"author":{"id":"3579091027208131","authorId":"3579091027208131","name":"小白菜逆袭","avatar":"https://static.tigerbbs.com/e6fae3ff5fe246fa905d2a09cc814fdf","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579091027208131","idStr":"3579091027208131"},"themes":[],"htmlText":"66666","listText":"66666","text":"66666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/834210537","repostId":"1157355451","repostType":4,"isVote":1,"tweetType":1,"viewCount":2542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834237776,"gmtCreate":1629805642695,"gmtModify":1676530136524,"author":{"id":"3579091027208131","authorId":"3579091027208131","name":"小白菜逆袭","avatar":"https://static.tigerbbs.com/e6fae3ff5fe246fa905d2a09cc814fdf","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3579091027208131","idStr":"3579091027208131"},"themes":[],"htmlText":"666","listText":"666","text":"666","images":[],"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| 辉瑞财报分析 疫苗收入即将超过主营！","htmlText":"期待很久的輝瑞<a target=\"_blank\" href=\"https://laohu8.com/S/PFE\">$輝瑞(PFE)$</a>發佈了2021年第二季度的財報，對於目前的股票市場和大流行，閱讀這份2021Q2輝瑞財報，着重點更多的是放在了新冠疫苗上。閱讀這份財報並不簡單，包含了大量專業詞彙，讀起來也不像其他公司那樣輕鬆，輝瑞公司我關注了很久，在此之前我翻閱了大量關於生物製藥的材料，看了很多份文件，但是閱讀這份財報的時候還是比較吃力。 我盡我可能將這些專業術語或者比較難懂的內容進行大白話模式的表達，以方便大家理解。如果是在看不下去，可以直接跳到最後一部分，有我對於輝瑞公司的目標價位等。 前言 輝瑞公司更換了LOGO，由之前的藍色小藥丸，變成了現在藍色雙螺旋，這真的是越來越追求生物製藥了，不知道會不會變成“傘公司”呢？開個玩笑，對於輝瑞來說，並非只有新冠疫苗，其製藥部分更爲龐大和複雜。我們閱讀這份財報主要看疫苗（BNT162b2）部分，這應該也是大家都比較關注的一點，理論上上疫苗上市後需求會有個高峯，而後會出現下滑，如果疫苗的需求量 一直處於高峯或者每個季度都比上個季度高，這雖然對公司營收上來看挺好的，但反而說明大流行沒那麼快會結束。 小提示：輝瑞疫苗是由<a target=\"_blank\" href=\"https://laohu8.com/S/PFE\">$輝瑞(PFE)$</a>&nbsp;和<a target=\"_blank\" href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a>&nbsp;聯合開發的，並非只有輝瑞一家公司，根據後面財報信息，我們也可以讀出這兩家公司是如何分割利潤的。 看財報前，我對該公司的預期也是因疫苗而產生的營銷額應該遠超於2021Q1季度，而面對目前的變種誕生，輝瑞或許在未來會推","listText":"期待很久的輝瑞<a target=\"_blank\" href=\"https://laohu8.com/S/PFE\">$輝瑞(PFE)$</a>發佈了2021年第二季度的財報，對於目前的股票市場和大流行，閱讀這份2021Q2輝瑞財報，着重點更多的是放在了新冠疫苗上。閱讀這份財報並不簡單，包含了大量專業詞彙，讀起來也不像其他公司那樣輕鬆，輝瑞公司我關注了很久，在此之前我翻閱了大量關於生物製藥的材料，看了很多份文件，但是閱讀這份財報的時候還是比較吃力。 我盡我可能將這些專業術語或者比較難懂的內容進行大白話模式的表達，以方便大家理解。如果是在看不下去，可以直接跳到最後一部分，有我對於輝瑞公司的目標價位等。 前言 輝瑞公司更換了LOGO，由之前的藍色小藥丸，變成了現在藍色雙螺旋，這真的是越來越追求生物製藥了，不知道會不會變成“傘公司”呢？開個玩笑，對於輝瑞來說，並非只有新冠疫苗，其製藥部分更爲龐大和複雜。我們閱讀這份財報主要看疫苗（BNT162b2）部分，這應該也是大家都比較關注的一點，理論上上疫苗上市後需求會有個高峯，而後會出現下滑，如果疫苗的需求量 一直處於高峯或者每個季度都比上個季度高，這雖然對公司營收上來看挺好的，但反而說明大流行沒那麼快會結束。 小提示：輝瑞疫苗是由<a target=\"_blank\" href=\"https://laohu8.com/S/PFE\">$輝瑞(PFE)$</a>&nbsp;和<a target=\"_blank\" href=\"https://laohu8.com/S/BNTX\">$BioNTech SE(BNTX)$</a>&nbsp;聯合開發的，並非只有輝瑞一家公司，根據後面財報信息，我們也可以讀出這兩家公司是如何分割利潤的。 看財報前，我對該公司的預期也是因疫苗而產生的營銷額應該遠超於2021Q1季度，而面對目前的變種誕生，輝瑞或許在未來會推","text":"期待很久的輝瑞$輝瑞(PFE)$發佈了2021年第二季度的財報，對於目前的股票市場和大流行，閱讀這份2021Q2輝瑞財報，着重點更多的是放在了新冠疫苗上。閱讀這份財報並不簡單，包含了大量專業詞彙，讀起來也不像其他公司那樣輕鬆，輝瑞公司我關注了很久，在此之前我翻閱了大量關於生物製藥的材料，看了很多份文件，但是閱讀這份財報的時候還是比較吃力。 我盡我可能將這些專業術語或者比較難懂的內容進行大白話模式的表達，以方便大家理解。如果是在看不下去，可以直接跳到最後一部分，有我對於輝瑞公司的目標價位等。 前言 輝瑞公司更換了LOGO，由之前的藍色小藥丸，變成了現在藍色雙螺旋，這真的是越來越追求生物製藥了，不知道會不會變成“傘公司”呢？開個玩笑，對於輝瑞來說，並非只有新冠疫苗，其製藥部分更爲龐大和複雜。我們閱讀這份財報主要看疫苗（BNT162b2）部分，這應該也是大家都比較關注的一點，理論上上疫苗上市後需求會有個高峯，而後會出現下滑，如果疫苗的需求量 一直處於高峯或者每個季度都比上個季度高，這雖然對公司營收上來看挺好的，但反而說明大流行沒那麼快會結束。 小提示：輝瑞疫苗是由$輝瑞(PFE)$ 和$BioNTech SE(BNTX)$ 聯合開發的，並非只有輝瑞一家公司，根據後面財報信息，我們也可以讀出這兩家公司是如何分割利潤的。 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