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向上学习
向上学习
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2022-09-15
[微笑]
异动 | 疯狂！暴涨311%后，中概妖股再度大涨18%
摘要：美股指期货涨跌不一，阿帕契盘前上涨，董事会授权额外回购股份；奈飞盘前“躁动”， 预计低价广告版服务一年内能吸引4000万人订阅。9月15日，美股指期货涨跌不一，道指期货涨0.11%，纳指期货跌0
异动 | 疯狂！暴涨311%后，中概妖股再度大涨18%
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向上学习
向上学习
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2021-04-03
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蔚来：ET7首台生产线车身正式下线
配备激光雷达，续航超过1000km的蔚来ET7在NIO Day发布后，便吸引了众多目光关注。就在昨日，ET7的首台生产线车身，已经在蔚来合肥先进制造基地正式下线。生产线车身是指车身结构件及覆盖件焊接总
蔚来：ET7首台生产线车身正式下线
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向上学习
向上学习
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2021-04-02
?//
@EstherPang
: Good
5 IoT Stocks to Boost Portfolio on 5G Boom-Led Demand Uptick
The concept of IoT entails several devices connected to the Internet for the purpose of gathering in
5 IoT Stocks to Boost Portfolio on 5G Boom-Led Demand Uptick
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向上学习
向上学习
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2021-04-02
//
@EstherPang
: Good
5 IoT Stocks to Boost Portfolio on 5G Boom-Led Demand Uptick
The concept of IoT entails several devices connected to the Internet for the purpose of gathering in
5 IoT Stocks to Boost Portfolio on 5G Boom-Led Demand Uptick
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向上学习
向上学习
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2021-04-02
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向上学习
向上学习
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2021-03-23
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向上学习
向上学习
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2021-03-22
?
美国国债收益率飙升愈演愈烈，美联储会“就范”吗？
英国媒体周六报道称，美联储正陷入与市场的“摊牌”中。英国《金融时报》称，尽管鲍威尔对美国国债的收益率采取了放任不管的方法，但与他在欧元区的同行相比，投资者仍在质疑美联储可以允许这种利率运行多长时间。美国国债被抛售反映出通胀和增长预期大幅提升，经济学家怀疑美联储最终将被迫提出首次加息。
美国国债收益率飙升愈演愈烈，美联储会“就范”吗？
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向上学习
向上学习
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2021-03-21
?
6个月暴涨19倍！这家芯片股彻底火了，有何来头？
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
6个月暴涨19倍！这家芯片股彻底火了，有何来头？
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向上学习
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2021-03-20
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道指跌幅扩大至1%，金融板块拖累指数下行
3月19日，道指跌幅扩大至1%，金融板块拖累指数下行，耐克跌近4%领跌成分股。
道指跌幅扩大至1%，金融板块拖累指数下行
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向上学习
向上学习
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2021-03-19
??
IoT云平台涂鸦智能登陆纽交所，首挂高开超28%
3月18日，IoT云平台涂鸦智能正式在纽交所挂牌上市，开盘涨超28%，报27美元，市值151.1亿美元。老虎证券为本次涂鸦智能承销团队中唯一的互联网投行，贡献共计18.5亿美元订单，认购客户近5.8万
IoT云平台涂鸦智能登陆纽交所，首挂高开超28%
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预计低价广告版服务一年内能吸引4000万人订阅。</b></blockquote><p>9月15日，美股指期货涨跌不一，道指期货涨0.11%，纳指期货跌0.03%，标普500指数期货涨0.07%。<img src=\"https://static.tigerbbs.com/86448598361811d21aebbc20a01641cf\" tg-width=\"438\" tg-height=\"173\" referrerpolicy=\"no-referrer\"/><a href=\"https://laohu8.com/S/APA\">阿帕契</a>盘前涨超3%，公司董事会授权额外回购4000万股股份。</p><p>奈飞盘前涨超2%， 预计低价广告版服务一年内能吸引4000万人订阅。</p><p>Velo3D盘前涨超8%，获公司董事净买入12.69万股。</p><p>Rhythm盘前跌11%，公司宣布以每股26美元的价格公开发行480万股票。</p><p>流媒体公司Vimeo盘前涨超3%，8月营收增长9%、订户数量增长1%。</p><p>Payoneer Global盘前涨超3%，获董事Zeevi Avi净买入16.22万股。</p><p><a href=\"https://laohu8.com/S/BEKE\">贝壳</a>盘前涨超2%，公司再度耗资约400万美元于纽交所回购66.45万股，据统计，月内贝壳已在纽交所进行7次股份回购，共回购约441万股，涉资约2551万美元。</p><p><a href=\"https://laohu8.com/S/AKRO\">Akero Therapeutics</a>盘前跌近4%，拟折价6%发行769万股。</p><p><a href=\"https://laohu8.com/S/NEE\">新纪元能源</a>盘前跌超3%，公司将出售20亿美元的股权单位，每单位的发行金额为50美元。</p><p>中概妖股再度“归来”！<a href=\"https://laohu8.com/S/HKD\">尚乘数科</a>盘前涨超18%，该股上一交易日暴涨311%。<img src=\"https://static.tigerbbs.com/83e324df0d955ff4d4d4c67d3604e07e\" tg-width=\"527\" tg-height=\"457\" referrerpolicy=\"no-referrer\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>异动 | 疯狂！暴涨311%后，中概妖股再度大涨18%</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{ 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class=\"title\">\n异动 | 疯狂！暴涨311%后，中概妖股再度大涨18%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\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\">2022-09-15 16:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><b>摘要：美股指期货涨跌不一，<a href=\"https://laohu8.com/S/APA\">阿帕契</a>盘前上涨，董事会授权额外回购股份；奈飞盘前“躁动”， 预计低价广告版服务一年内能吸引4000万人订阅。</b></blockquote><p>9月15日，美股指期货涨跌不一，道指期货涨0.11%，纳指期货跌0.03%，标普500指数期货涨0.07%。<img src=\"https://static.tigerbbs.com/86448598361811d21aebbc20a01641cf\" tg-width=\"438\" tg-height=\"173\" referrerpolicy=\"no-referrer\"/><a href=\"https://laohu8.com/S/APA\">阿帕契</a>盘前涨超3%，公司董事会授权额外回购4000万股股份。</p><p>奈飞盘前涨超2%， 预计低价广告版服务一年内能吸引4000万人订阅。</p><p>Velo3D盘前涨超8%，获公司董事净买入12.69万股。</p><p>Rhythm盘前跌11%，公司宣布以每股26美元的价格公开发行480万股票。</p><p>流媒体公司Vimeo盘前涨超3%，8月营收增长9%、订户数量增长1%。</p><p>Payoneer Global盘前涨超3%，获董事Zeevi Avi净买入16.22万股。</p><p><a href=\"https://laohu8.com/S/BEKE\">贝壳</a>盘前涨超2%，公司再度耗资约400万美元于纽交所回购66.45万股，据统计，月内贝壳已在纽交所进行7次股份回购，共回购约441万股，涉资约2551万美元。</p><p><a href=\"https://laohu8.com/S/AKRO\">Akero Therapeutics</a>盘前跌近4%，拟折价6%发行769万股。</p><p><a href=\"https://laohu8.com/S/NEE\">新纪元能源</a>盘前跌超3%，公司将出售20亿美元的股权单位，每单位的发行金额为50美元。</p><p>中概妖股再度“归来”！<a href=\"https://laohu8.com/S/HKD\">尚乘数科</a>盘前涨超18%，该股上一交易日暴涨311%。<img src=\"https://static.tigerbbs.com/83e324df0d955ff4d4d4c67d3604e07e\" tg-width=\"527\" tg-height=\"457\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a7ed81b1e72df2f2f0f21497fe08eaed","relate_stocks":{"BK4534":"瑞士信贷持仓",".DJI":"道琼斯","BK4139":"生物科技","AKRO":"Akero Therapeutics","BK4533":"AQR资本管理(全球第二大对冲基金)",".IXIC":"NASDAQ Composite","NFLX":"奈飞","BK7148":"燃气公用事业","BK4213":"石油与天然气的勘探与生产","APA":"阿帕契",".SPX":"S&P 500 Index","APA.AU":"APA GROUP","BK4507":"流媒体概念","BK4548":"巴美列捷福持仓","BEKE":"贝壳","BK4551":"寇图资本持仓","BK4509":"腾讯概念","HKD":"尚乘数科","NEE":"新纪元能源","BK4524":"宅经济概念","BK4581":"高盛持仓","BK4527":"明星科技股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127901025","content_text":"摘要：美股指期货涨跌不一，阿帕契盘前上涨，董事会授权额外回购股份；奈飞盘前“躁动”， 预计低价广告版服务一年内能吸引4000万人订阅。9月15日，美股指期货涨跌不一，道指期货涨0.11%，纳指期货跌0.03%，标普500指数期货涨0.07%。阿帕契盘前涨超3%，公司董事会授权额外回购4000万股股份。奈飞盘前涨超2%， 预计低价广告版服务一年内能吸引4000万人订阅。Velo3D盘前涨超8%，获公司董事净买入12.69万股。Rhythm盘前跌11%，公司宣布以每股26美元的价格公开发行480万股票。流媒体公司Vimeo盘前涨超3%，8月营收增长9%、订户数量增长1%。Payoneer Global盘前涨超3%，获董事Zeevi Avi净买入16.22万股。贝壳盘前涨超2%，公司再度耗资约400万美元于纽交所回购66.45万股，据统计，月内贝壳已在纽交所进行7次股份回购，共回购约441万股，涉资约2551万美元。Akero Therapeutics盘前跌近4%，拟折价6%发行769万股。新纪元能源盘前跌超3%，公司将出售20亿美元的股权单位，每单位的发行金额为50美元。中概妖股再度“归来”！尚乘数科盘前涨超18%，该股上一交易日暴涨311%。","news_type":1,"symbols_score_info":{"836077":0.9,"836149":0.9,"836239":0.9,"836260":0.9,"836263":0.9,"836433":0.9,"836675":0.9,"836720":0.9,"836826":0.9,"836892":0.9,"AKRO":0.9,".IXIC":0.9,"HKD":0.9,"NEE":0.9,"APA.AU":0.9,".DJI":0.9,"BEKE":0.9,"APA":0.9,".SPX":0.9,"NFLX":0.9}},"isVote":1,"tweetType":1,"viewCount":1969,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340214501,"gmtCreate":1617416757703,"gmtModify":1704699527156,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576884869412058","idStr":"3576884869412058"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":6,"repostSize":0,"link":"https://ttm.financial/post/340214501","repostId":"1111944043","repostType":4,"repost":{"id":"1111944043","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":1617374206,"share":"https://ttm.financial/m/news/1111944043?lang=&edition=fundamental","pubTime":"2021-04-02 22:36","market":"us","language":"zh","title":"蔚来：ET7首台生产线车身正式下线","url":"https://stock-news.laohu8.com/highlight/detail?id=1111944043","media":"老虎资讯综合","summary":"配备激光雷达，续航超过1000km的蔚来ET7在NIO Day发布后，便吸引了众多目光关注。就在昨日，ET7的首台生产线车身，已经在蔚来合肥先进制造基地正式下线。生产线车身是指车身结构件及覆盖件焊接总","content":"<p>配备激光雷达，续航超过1000km的蔚来ET7在NIO Day发布后，便吸引了众多目光关注。</p><p>就在昨日，ET7的首台生产线车身，已经在蔚来合肥先进制造基地正式下线。生产线车身是指车身结构件及覆盖件焊接总成，这是ET7在验证生产制造流程（Confirmation Build）过程中非常重要的一环，可以充分识别并解决车身在制造阶段的问题，对未来ET7生产的持续推进有着积极的作用。</p><p>同时，合肥先进制造基地为ET7专门打造的全新焊装生产线也将正式投入使用。</p><p><img src=\"https://static.tigerbbs.com/4a2a759fc9f97a8c5bca7f8bd58a25be\" tg-width=\"864\" tg-height=\"837\" referrerpolicy=\"no-referrer\"></p><p>此外，蔚来昨日公布了一季度交付数据，数据显示蔚来2021年第一季度累计交付20,060台，单季交付首次突破两万台，3月交付7,257台，同比增长373.4%，再创单月交付数新高。</p><p><img src=\"https://static.tigerbbs.com/08086c64422723bd1eac0b8dd4ac90a0\" tg-width=\"412\" tg-height=\"748\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>蔚来：ET7首台生产线车身正式下线</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; 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n蔚来：ET7首台生产线车身正式下线\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\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\">2021-04-02 22:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>配备激光雷达，续航超过1000km的蔚来ET7在NIO Day发布后，便吸引了众多目光关注。</p><p>就在昨日，ET7的首台生产线车身，已经在蔚来合肥先进制造基地正式下线。生产线车身是指车身结构件及覆盖件焊接总成，这是ET7在验证生产制造流程（Confirmation Build）过程中非常重要的一环，可以充分识别并解决车身在制造阶段的问题，对未来ET7生产的持续推进有着积极的作用。</p><p>同时，合肥先进制造基地为ET7专门打造的全新焊装生产线也将正式投入使用。</p><p><img src=\"https://static.tigerbbs.com/4a2a759fc9f97a8c5bca7f8bd58a25be\" tg-width=\"864\" tg-height=\"837\" referrerpolicy=\"no-referrer\"></p><p>此外，蔚来昨日公布了一季度交付数据，数据显示蔚来2021年第一季度累计交付20,060台，单季交付首次突破两万台，3月交付7,257台，同比增长373.4%，再创单月交付数新高。</p><p><img src=\"https://static.tigerbbs.com/08086c64422723bd1eac0b8dd4ac90a0\" tg-width=\"412\" tg-height=\"748\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aeb06dc1c36261473ead8873ac0bf768","relate_stocks":{"NIO":"蔚来"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111944043","content_text":"配备激光雷达，续航超过1000km的蔚来ET7在NIO Day发布后，便吸引了众多目光关注。就在昨日，ET7的首台生产线车身，已经在蔚来合肥先进制造基地正式下线。生产线车身是指车身结构件及覆盖件焊接总成，这是ET7在验证生产制造流程（Confirmation Build）过程中非常重要的一环，可以充分识别并解决车身在制造阶段的问题，对未来ET7生产的持续推进有着积极的作用。同时，合肥先进制造基地为ET7专门打造的全新焊装生产线也将正式投入使用。此外，蔚来昨日公布了一季度交付数据，数据显示蔚来2021年第一季度累计交付20,060台，单季交付首次突破两万台，3月交付7,257台，同比增长373.4%，再创单月交付数新高。","news_type":1,"symbols_score_info":{"NIO":0.9}},"isVote":1,"tweetType":1,"viewCount":2918,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340815958,"gmtCreate":1617371028274,"gmtModify":1704699261744,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576884869412058","idStr":"3576884869412058"},"themes":[],"htmlText":"?//<a href=\"https://laohu8.com/U/3576365817943823\">@EstherPang</a>: Good","listText":"?//<a href=\"https://laohu8.com/U/3576365817943823\">@EstherPang</a>: Good","text":"?//@EstherPang: Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/340815958","repostId":"2123781802","repostType":4,"repost":{"id":"2123781802","kind":"news","pubTimestamp":1617268992,"share":"https://ttm.financial/m/news/2123781802?lang=&edition=fundamental","pubTime":"2021-04-01 17:23","market":"us","language":"en","title":"5 IoT Stocks to Boost Portfolio on 5G Boom-Led Demand Uptick","url":"https://stock-news.laohu8.com/highlight/detail?id=2123781802","media":"Zacks","summary":"The concept of IoT entails several devices connected to the Internet for the purpose of gathering in","content":"<p>The concept of IoT entails several devices connected to the Internet for the purpose of gathering information, scrutinizing functionality and automating various systems. For instance, an IoT watch can monitor your health while an IoT-connected doorbell can easily send you a message whenever someone knocks at your door.</p>\n<p>IoT-enabled sensors can control traffic lights and even be used by airlines to report maintenance issues. In fact, IoT allows supervision or automation of almost anything, right from light bulbs to automobiles and refrigerators to smart speakers at home.</p>\n<p>IoT is rapidly gaining prominence amid the coronavirus outbreak as more and more enterprises turn to the technology for prevention and control of the pandemic.</p>\n<p>Rapid increase of remote working, web-based education and health diagnosis amid lockdowns and shelter-in-place guidelines to curb the spread of the COVID-19 virus is expected to bolster spending on IoT.</p>\n<p>Moreover, rise in demand for contactless delivery through drones, digital payments, bedside telemetry, electric vehicle charging, and remote health monitoring remains noteworthy.</p>\n<p>Proliferation of IoT devices including sensors, smart device and proximity awareness applications to aid people to resume work, school and other activities amid social-distancing norms has gathered steam, amid reopening of economies.</p>\n<p>Notably, 5G is expected to unlock the full potential of IoT-backed flourish of smart connected homes, hospitals, factories and cities plus self-driving vehicles.</p>\n<h3>New Normal Trends Aid IoT Growth Avenues</h3>\n<p>The growing clout of high-speed networking, smartphone processors and high-performance computing (HPC) data center applications against the backdrop of 5G and cloud-computing boom triggered by the new normal lifestyle is bolstering the development of advanced connected smart IoT devices.</p>\n<p>Moreover, advancements in 5G, WiFi-6, data center, enterprise and automotive Ethernet applications accelerated the transformation in IoT devices. Further, evolution of semiconductor manufacturing processes from 10 nanometer (nm) to 7 nm and even 5 nm and 3 nm technology is opening new business fields for innovation in IoT-driven connected devices.</p>\n<p>Further, the momentum in applications, gaming, wearables, drones and VR/AR devices is fueling massive growth in the space. This can primarily be attributed to the coronavirus crisis, which increased the usage of online services, globally.</p>\n<p>Despite the coronavirus pandemic-borne crisis, the optimism in this space is evident from the notable performance of <b><a href=\"https://laohu8.com/S/EFFE\">Global X</a> Internet of Things ETF</b> (SNSR), which has gained 80.4% in the past year compared with the <b>SPDR S&P 500 ETF Trust</b>'s (SPY) growth of 7.8%.</p>\n<p>Per a Mordor Intelligence report, the global IoT market is projected to hit $1,386.06 billion by 2026 from $761.4 billion in 2020 at a CAGR of 10.53%, between 2021 and 2026.</p>\n<p>Here we pick five stocks that are well-positioned to make the most of the IoT wave amid solid growth in 5G infrastructure spending and proliferation. All the five stocks have outperformed the S&P 500 composite in the past year.</p>\n<h3>Past Year Price Performance</h3>\n<p><img src=\"https://static.tigerbbs.com/431c5cb0a5d51feafc57d1b6ae3549bf\" tg-width=\"620\" tg-height=\"324\" referrerpolicy=\"no-referrer\"><b>NXP Semiconductors N.V.</b> NXPI is the leader in general purpose microcontrollers and application processors in the industrial and IoT markets.</p>\n<p>The company is poised to gain from growth in the industrial and IoT businesses, driven by the replacement of traditional mechanical equipment with smart and connected electronic equipment utilizing various sensors, processors, connectivity and security chipsets among others.</p>\n<p>The company, currently sporting a Zacks Rank #1 (Strong Buy), acquired <b>Marvell</b>’s MRVL WiFi Connectivity Business Unit, Bluetooth technology portfolio and its related assets for $1.76 billion in cash during May 2019 to expand its IoT portfolio. You can see <b>the complete list of today’s Zacks #1 Rank stocks here</b>.</p>\n<p>The company’s 2021 earnings estimate has been revised 12.6% upward to $9.31 per share over the past 60 days, indicating growth of 18.6% from the year-ago reported figure.</p>\n<p><b>Rockwell Automation</b> ROK offers industrial automation power, control and information solutions that help manufacturers achieve a competitive edge for their businesses.</p>\n<p>The company, currently carrying a Zacks Rank #2 (Buy), is focused on enhancing its FactoryTalk Innovation Suite, which is a testament to its growing IoT efforts. The software aids businesses to leverage edge-to-enterprise analytics, ML, industrial Internet of things (IIoT) and AR to enrich decision making and boost the outcome of industrial operations.</p>\n<p>Markedly, IIoT is a subdiscipline of IoT, encompassing connected large-scale machinery and industrial systems, such as factory-floor monitoring, Heating, ventilation, and air conditioning or HVAC, smart lighting and security.</p>\n<p>Moreover, the company’s alliance with <b>PTC</b> PTC is noteworthy. Integration of Rockwell’s offerings with PTC’s Vuforia and ThingWorx platforms help clients automate, simplify and accelerate OT/IT convergence.</p>\n<p>Also, fiscal 2021 estimates have moved 0.9% north over the past 60 days to $8.93 per share, indicating growth of 16.3% from the year-ago reported figure.</p>\n<p><b>Qorvo </b>QRVO is benefiting from broad-based demand in 5G handsets, Wi-Fi 6 and IoT products. Synergies from 7Hugs Labs S.A.S., Decawave, Active-Semi and MEMS technology acquisitions are expected to significantly expand Qorvo’s capabilities and poise it well to gain from growing demand for proximity awareness, seamless payments and secure access for smartphones, automotive and IoT.</p>\n<p>In the IoT-powered connectivity and broadband business, the company is increasing shipments of Wi-Fi 6 solutions and secured multiple cable amplifier design wins to cater to the rising need for data to home owing to COVID-induced shelter-in-place guidelines.</p>\n<p>The company recently enhanced wireless connectivity solutions portfolio with smart home communications controller — QPG6100 — in a bid to facilitate faster communications, and boost home network capacity and scalability.</p>\n<p>The new communications controller for IoT end devices offers support for multiple ultra-low power wireless protocols simultaneously and is based on the company’s ConcurrentConnect technology.</p>\n<p>The Zacks Consensus Estimate for this presently Zacks Rank #2 company’s fiscal 2021 earnings has been revised 8.6% upward to $9.45 per share in 60 days’ time, indicating growth of 49.3% from the year-ago reported figure.</p>\n<p><b>Skyworks Solutions</b> SWKS is well-positioned to capitalize on the growth prospects in the IoT market with rising demand for high-performance analog solutions in the emerging markets.</p>\n<p>In fact, the company rolled out embedded connectivity modules to enable Fibocom to manage its enterprise IoT architectures. Skyworks expects to gain more businesses going forward with continued investments in research and development anticipated to boost its IoT portfolio.</p>\n<p>Further, IDC expects 55.7 billion connected devices worldwide by 2025, 75% of which are anticipated to be connected to an IoT platform. As a result, we expect Skyworks to deliver solid operating results in the imminent future.</p>\n<p>The company also partnered with MediaTek for evolving 5G reference designs with focus on automotive and other IoT applications.</p>\n<p>The Zacks Consensus Estimate for this Zacks #2 Ranked company’s fiscal 2021 earnings is pegged at $10.27 per share over the past 60 days, suggesting growth of 67.5% from the year-earlier reported number.</p>\n<p><b>Arrow Electronics</b> ARW is cashing in on a strong uptrend in design activity across all regions. Strong momentum in infrastructure software, next-generation hardware and hybrid cloud architectures is encouraging as well.</p>\n<p>Arrow’s core strength in providing best-in-class services and easy-to-acquire technologies will contribute to its growth in the future. Its continued focus on driving the Internet of things capabilities is assisting it in tapping newer markets and winning customers.</p>\n<p>The company’s acquisition of eInfochips (2018), which is specialized in chip designing for products and IoT solutions, remains a boon in this regard. The buyout of eInfochips not only added to Arrow Electronics’ IoT capabilities but also created a large talent pool with impressive skillsets.</p>\n<p>The Zacks Consensus Estimate for this #2 Ranked company’s 2021 earnings has been raised 14% to $10.25 per share over the past 60 days, implying growth of 32.3% from the prior-year reported figure.</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>5 IoT Stocks to Boost Portfolio on 5G Boom-Led Demand Uptick</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 IoT Stocks to Boost Portfolio on 5G Boom-Led Demand Uptick\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-01 17:23 GMT+8 <a href=https://www.zacks.com/stock/news/1323755/5-iot-stocks-to-boost-portfolio-on-5g-boom-led-demand-uptick?art_rec=home-home-investment_ideas_stocks-ID02-txt-1178123><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The concept of IoT entails several devices connected to the Internet for the purpose of gathering information, scrutinizing functionality and automating various systems. For instance, an IoT watch can...</p>\n\n<a href=\"https://www.zacks.com/stock/news/1323755/5-iot-stocks-to-boost-portfolio-on-5g-boom-led-demand-uptick?art_rec=home-home-investment_ideas_stocks-ID02-txt-1178123\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/85ada12395dec31463865034e7cef52c","relate_stocks":{"ROK":"罗克韦尔自动化","QRVO":"Qorvo, Inc.","NXPI":"恩智浦","SWKS":"思佳讯","ARW":"艾睿"},"source_url":"https://www.zacks.com/stock/news/1323755/5-iot-stocks-to-boost-portfolio-on-5g-boom-led-demand-uptick?art_rec=home-home-investment_ideas_stocks-ID02-txt-1178123","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2123781802","content_text":"The concept of IoT entails several devices connected to the Internet for the purpose of gathering information, scrutinizing functionality and automating various systems. For instance, an IoT watch can monitor your health while an IoT-connected doorbell can easily send you a message whenever someone knocks at your door.\nIoT-enabled sensors can control traffic lights and even be used by airlines to report maintenance issues. In fact, IoT allows supervision or automation of almost anything, right from light bulbs to automobiles and refrigerators to smart speakers at home.\nIoT is rapidly gaining prominence amid the coronavirus outbreak as more and more enterprises turn to the technology for prevention and control of the pandemic.\nRapid increase of remote working, web-based education and health diagnosis amid lockdowns and shelter-in-place guidelines to curb the spread of the COVID-19 virus is expected to bolster spending on IoT.\nMoreover, rise in demand for contactless delivery through drones, digital payments, bedside telemetry, electric vehicle charging, and remote health monitoring remains noteworthy.\nProliferation of IoT devices including sensors, smart device and proximity awareness applications to aid people to resume work, school and other activities amid social-distancing norms has gathered steam, amid reopening of economies.\nNotably, 5G is expected to unlock the full potential of IoT-backed flourish of smart connected homes, hospitals, factories and cities plus self-driving vehicles.\nNew Normal Trends Aid IoT Growth Avenues\nThe growing clout of high-speed networking, smartphone processors and high-performance computing (HPC) data center applications against the backdrop of 5G and cloud-computing boom triggered by the new normal lifestyle is bolstering the development of advanced connected smart IoT devices.\nMoreover, advancements in 5G, WiFi-6, data center, enterprise and automotive Ethernet applications accelerated the transformation in IoT devices. Further, evolution of semiconductor manufacturing processes from 10 nanometer (nm) to 7 nm and even 5 nm and 3 nm technology is opening new business fields for innovation in IoT-driven connected devices.\nFurther, the momentum in applications, gaming, wearables, drones and VR/AR devices is fueling massive growth in the space. This can primarily be attributed to the coronavirus crisis, which increased the usage of online services, globally.\nDespite the coronavirus pandemic-borne crisis, the optimism in this space is evident from the notable performance of Global X Internet of Things ETF (SNSR), which has gained 80.4% in the past year compared with the SPDR S&P 500 ETF Trust's (SPY) growth of 7.8%.\nPer a Mordor Intelligence report, the global IoT market is projected to hit $1,386.06 billion by 2026 from $761.4 billion in 2020 at a CAGR of 10.53%, between 2021 and 2026.\nHere we pick five stocks that are well-positioned to make the most of the IoT wave amid solid growth in 5G infrastructure spending and proliferation. All the five stocks have outperformed the S&P 500 composite in the past year.\nPast Year Price Performance\nNXP Semiconductors N.V. NXPI is the leader in general purpose microcontrollers and application processors in the industrial and IoT markets.\nThe company is poised to gain from growth in the industrial and IoT businesses, driven by the replacement of traditional mechanical equipment with smart and connected electronic equipment utilizing various sensors, processors, connectivity and security chipsets among others.\nThe company, currently sporting a Zacks Rank #1 (Strong Buy), acquired Marvell’s MRVL WiFi Connectivity Business Unit, Bluetooth technology portfolio and its related assets for $1.76 billion in cash during May 2019 to expand its IoT portfolio. You can see the complete list of today’s Zacks #1 Rank stocks here.\nThe company’s 2021 earnings estimate has been revised 12.6% upward to $9.31 per share over the past 60 days, indicating growth of 18.6% from the year-ago reported figure.\nRockwell Automation ROK offers industrial automation power, control and information solutions that help manufacturers achieve a competitive edge for their businesses.\nThe company, currently carrying a Zacks Rank #2 (Buy), is focused on enhancing its FactoryTalk Innovation Suite, which is a testament to its growing IoT efforts. The software aids businesses to leverage edge-to-enterprise analytics, ML, industrial Internet of things (IIoT) and AR to enrich decision making and boost the outcome of industrial operations.\nMarkedly, IIoT is a subdiscipline of IoT, encompassing connected large-scale machinery and industrial systems, such as factory-floor monitoring, Heating, ventilation, and air conditioning or HVAC, smart lighting and security.\nMoreover, the company’s alliance with PTC PTC is noteworthy. Integration of Rockwell’s offerings with PTC’s Vuforia and ThingWorx platforms help clients automate, simplify and accelerate OT/IT convergence.\nAlso, fiscal 2021 estimates have moved 0.9% north over the past 60 days to $8.93 per share, indicating growth of 16.3% from the year-ago reported figure.\nQorvo QRVO is benefiting from broad-based demand in 5G handsets, Wi-Fi 6 and IoT products. Synergies from 7Hugs Labs S.A.S., Decawave, Active-Semi and MEMS technology acquisitions are expected to significantly expand Qorvo’s capabilities and poise it well to gain from growing demand for proximity awareness, seamless payments and secure access for smartphones, automotive and IoT.\nIn the IoT-powered connectivity and broadband business, the company is increasing shipments of Wi-Fi 6 solutions and secured multiple cable amplifier design wins to cater to the rising need for data to home owing to COVID-induced shelter-in-place guidelines.\nThe company recently enhanced wireless connectivity solutions portfolio with smart home communications controller — QPG6100 — in a bid to facilitate faster communications, and boost home network capacity and scalability.\nThe new communications controller for IoT end devices offers support for multiple ultra-low power wireless protocols simultaneously and is based on the company’s ConcurrentConnect technology.\nThe Zacks Consensus Estimate for this presently Zacks Rank #2 company’s fiscal 2021 earnings has been revised 8.6% upward to $9.45 per share in 60 days’ time, indicating growth of 49.3% from the year-ago reported figure.\nSkyworks Solutions SWKS is well-positioned to capitalize on the growth prospects in the IoT market with rising demand for high-performance analog solutions in the emerging markets.\nIn fact, the company rolled out embedded connectivity modules to enable Fibocom to manage its enterprise IoT architectures. Skyworks expects to gain more businesses going forward with continued investments in research and development anticipated to boost its IoT portfolio.\nFurther, IDC expects 55.7 billion connected devices worldwide by 2025, 75% of which are anticipated to be connected to an IoT platform. As a result, we expect Skyworks to deliver solid operating results in the imminent future.\nThe company also partnered with MediaTek for evolving 5G reference designs with focus on automotive and other IoT applications.\nThe Zacks Consensus Estimate for this Zacks #2 Ranked company’s fiscal 2021 earnings is pegged at $10.27 per share over the past 60 days, suggesting growth of 67.5% from the year-earlier reported number.\nArrow Electronics ARW is cashing in on a strong uptrend in design activity across all regions. Strong momentum in infrastructure software, next-generation hardware and hybrid cloud architectures is encouraging as well.\nArrow’s core strength in providing best-in-class services and easy-to-acquire technologies will contribute to its growth in the future. Its continued focus on driving the Internet of things capabilities is assisting it in tapping newer markets and winning customers.\nThe company’s acquisition of eInfochips (2018), which is specialized in chip designing for products and IoT solutions, remains a boon in this regard. The buyout of eInfochips not only added to Arrow Electronics’ IoT capabilities but also created a large talent pool with impressive skillsets.\nThe Zacks Consensus Estimate for this #2 Ranked company’s 2021 earnings has been raised 14% to $10.25 per share over the past 60 days, implying growth of 32.3% from the prior-year reported figure.","news_type":1,"symbols_score_info":{"QRVO":0.9,"ROK":0.9,"ARW":0.9,"SWKS":0.9,"NXPI":0.9}},"isVote":1,"tweetType":1,"viewCount":2569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340076919,"gmtCreate":1617326249131,"gmtModify":1704698785202,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576884869412058","idStr":"3576884869412058"},"themes":[],"htmlText":"//<a href=\"https://laohu8.com/U/3576365817943823\">@EstherPang</a>: Good","listText":"//<a href=\"https://laohu8.com/U/3576365817943823\">@EstherPang</a>: Good","text":"//@EstherPang: Good","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/340076919","repostId":"2123781802","repostType":4,"repost":{"id":"2123781802","kind":"news","pubTimestamp":1617268992,"share":"https://ttm.financial/m/news/2123781802?lang=&edition=fundamental","pubTime":"2021-04-01 17:23","market":"us","language":"en","title":"5 IoT Stocks to Boost Portfolio on 5G Boom-Led Demand Uptick","url":"https://stock-news.laohu8.com/highlight/detail?id=2123781802","media":"Zacks","summary":"The concept of IoT entails several devices connected to the Internet for the purpose of gathering in","content":"<p>The concept of IoT entails several devices connected to the Internet for the purpose of gathering information, scrutinizing functionality and automating various systems. For instance, an IoT watch can monitor your health while an IoT-connected doorbell can easily send you a message whenever someone knocks at your door.</p>\n<p>IoT-enabled sensors can control traffic lights and even be used by airlines to report maintenance issues. In fact, IoT allows supervision or automation of almost anything, right from light bulbs to automobiles and refrigerators to smart speakers at home.</p>\n<p>IoT is rapidly gaining prominence amid the coronavirus outbreak as more and more enterprises turn to the technology for prevention and control of the pandemic.</p>\n<p>Rapid increase of remote working, web-based education and health diagnosis amid lockdowns and shelter-in-place guidelines to curb the spread of the COVID-19 virus is expected to bolster spending on IoT.</p>\n<p>Moreover, rise in demand for contactless delivery through drones, digital payments, bedside telemetry, electric vehicle charging, and remote health monitoring remains noteworthy.</p>\n<p>Proliferation of IoT devices including sensors, smart device and proximity awareness applications to aid people to resume work, school and other activities amid social-distancing norms has gathered steam, amid reopening of economies.</p>\n<p>Notably, 5G is expected to unlock the full potential of IoT-backed flourish of smart connected homes, hospitals, factories and cities plus self-driving vehicles.</p>\n<h3>New Normal Trends Aid IoT Growth Avenues</h3>\n<p>The growing clout of high-speed networking, smartphone processors and high-performance computing (HPC) data center applications against the backdrop of 5G and cloud-computing boom triggered by the new normal lifestyle is bolstering the development of advanced connected smart IoT devices.</p>\n<p>Moreover, advancements in 5G, WiFi-6, data center, enterprise and automotive Ethernet applications accelerated the transformation in IoT devices. Further, evolution of semiconductor manufacturing processes from 10 nanometer (nm) to 7 nm and even 5 nm and 3 nm technology is opening new business fields for innovation in IoT-driven connected devices.</p>\n<p>Further, the momentum in applications, gaming, wearables, drones and VR/AR devices is fueling massive growth in the space. This can primarily be attributed to the coronavirus crisis, which increased the usage of online services, globally.</p>\n<p>Despite the coronavirus pandemic-borne crisis, the optimism in this space is evident from the notable performance of <b><a href=\"https://laohu8.com/S/EFFE\">Global X</a> Internet of Things ETF</b> (SNSR), which has gained 80.4% in the past year compared with the <b>SPDR S&P 500 ETF Trust</b>'s (SPY) growth of 7.8%.</p>\n<p>Per a Mordor Intelligence report, the global IoT market is projected to hit $1,386.06 billion by 2026 from $761.4 billion in 2020 at a CAGR of 10.53%, between 2021 and 2026.</p>\n<p>Here we pick five stocks that are well-positioned to make the most of the IoT wave amid solid growth in 5G infrastructure spending and proliferation. All the five stocks have outperformed the S&P 500 composite in the past year.</p>\n<h3>Past Year Price Performance</h3>\n<p><img src=\"https://static.tigerbbs.com/431c5cb0a5d51feafc57d1b6ae3549bf\" tg-width=\"620\" tg-height=\"324\" referrerpolicy=\"no-referrer\"><b>NXP Semiconductors N.V.</b> NXPI is the leader in general purpose microcontrollers and application processors in the industrial and IoT markets.</p>\n<p>The company is poised to gain from growth in the industrial and IoT businesses, driven by the replacement of traditional mechanical equipment with smart and connected electronic equipment utilizing various sensors, processors, connectivity and security chipsets among others.</p>\n<p>The company, currently sporting a Zacks Rank #1 (Strong Buy), acquired <b>Marvell</b>’s MRVL WiFi Connectivity Business Unit, Bluetooth technology portfolio and its related assets for $1.76 billion in cash during May 2019 to expand its IoT portfolio. You can see <b>the complete list of today’s Zacks #1 Rank stocks here</b>.</p>\n<p>The company’s 2021 earnings estimate has been revised 12.6% upward to $9.31 per share over the past 60 days, indicating growth of 18.6% from the year-ago reported figure.</p>\n<p><b>Rockwell Automation</b> ROK offers industrial automation power, control and information solutions that help manufacturers achieve a competitive edge for their businesses.</p>\n<p>The company, currently carrying a Zacks Rank #2 (Buy), is focused on enhancing its FactoryTalk Innovation Suite, which is a testament to its growing IoT efforts. The software aids businesses to leverage edge-to-enterprise analytics, ML, industrial Internet of things (IIoT) and AR to enrich decision making and boost the outcome of industrial operations.</p>\n<p>Markedly, IIoT is a subdiscipline of IoT, encompassing connected large-scale machinery and industrial systems, such as factory-floor monitoring, Heating, ventilation, and air conditioning or HVAC, smart lighting and security.</p>\n<p>Moreover, the company’s alliance with <b>PTC</b> PTC is noteworthy. Integration of Rockwell’s offerings with PTC’s Vuforia and ThingWorx platforms help clients automate, simplify and accelerate OT/IT convergence.</p>\n<p>Also, fiscal 2021 estimates have moved 0.9% north over the past 60 days to $8.93 per share, indicating growth of 16.3% from the year-ago reported figure.</p>\n<p><b>Qorvo </b>QRVO is benefiting from broad-based demand in 5G handsets, Wi-Fi 6 and IoT products. Synergies from 7Hugs Labs S.A.S., Decawave, Active-Semi and MEMS technology acquisitions are expected to significantly expand Qorvo’s capabilities and poise it well to gain from growing demand for proximity awareness, seamless payments and secure access for smartphones, automotive and IoT.</p>\n<p>In the IoT-powered connectivity and broadband business, the company is increasing shipments of Wi-Fi 6 solutions and secured multiple cable amplifier design wins to cater to the rising need for data to home owing to COVID-induced shelter-in-place guidelines.</p>\n<p>The company recently enhanced wireless connectivity solutions portfolio with smart home communications controller — QPG6100 — in a bid to facilitate faster communications, and boost home network capacity and scalability.</p>\n<p>The new communications controller for IoT end devices offers support for multiple ultra-low power wireless protocols simultaneously and is based on the company’s ConcurrentConnect technology.</p>\n<p>The Zacks Consensus Estimate for this presently Zacks Rank #2 company’s fiscal 2021 earnings has been revised 8.6% upward to $9.45 per share in 60 days’ time, indicating growth of 49.3% from the year-ago reported figure.</p>\n<p><b>Skyworks Solutions</b> SWKS is well-positioned to capitalize on the growth prospects in the IoT market with rising demand for high-performance analog solutions in the emerging markets.</p>\n<p>In fact, the company rolled out embedded connectivity modules to enable Fibocom to manage its enterprise IoT architectures. Skyworks expects to gain more businesses going forward with continued investments in research and development anticipated to boost its IoT portfolio.</p>\n<p>Further, IDC expects 55.7 billion connected devices worldwide by 2025, 75% of which are anticipated to be connected to an IoT platform. As a result, we expect Skyworks to deliver solid operating results in the imminent future.</p>\n<p>The company also partnered with MediaTek for evolving 5G reference designs with focus on automotive and other IoT applications.</p>\n<p>The Zacks Consensus Estimate for this Zacks #2 Ranked company’s fiscal 2021 earnings is pegged at $10.27 per share over the past 60 days, suggesting growth of 67.5% from the year-earlier reported number.</p>\n<p><b>Arrow Electronics</b> ARW is cashing in on a strong uptrend in design activity across all regions. Strong momentum in infrastructure software, next-generation hardware and hybrid cloud architectures is encouraging as well.</p>\n<p>Arrow’s core strength in providing best-in-class services and easy-to-acquire technologies will contribute to its growth in the future. Its continued focus on driving the Internet of things capabilities is assisting it in tapping newer markets and winning customers.</p>\n<p>The company’s acquisition of eInfochips (2018), which is specialized in chip designing for products and IoT solutions, remains a boon in this regard. The buyout of eInfochips not only added to Arrow Electronics’ IoT capabilities but also created a large talent pool with impressive skillsets.</p>\n<p>The Zacks Consensus Estimate for this #2 Ranked company’s 2021 earnings has been raised 14% to $10.25 per share over the past 60 days, implying growth of 32.3% from the prior-year reported figure.</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>5 IoT Stocks to Boost Portfolio on 5G Boom-Led Demand Uptick</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n5 IoT Stocks to Boost Portfolio on 5G Boom-Led Demand Uptick\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-01 17:23 GMT+8 <a href=https://www.zacks.com/stock/news/1323755/5-iot-stocks-to-boost-portfolio-on-5g-boom-led-demand-uptick?art_rec=home-home-investment_ideas_stocks-ID02-txt-1178123><strong>Zacks</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The concept of IoT entails several devices connected to the Internet for the purpose of gathering information, scrutinizing functionality and automating various systems. For instance, an IoT watch can...</p>\n\n<a href=\"https://www.zacks.com/stock/news/1323755/5-iot-stocks-to-boost-portfolio-on-5g-boom-led-demand-uptick?art_rec=home-home-investment_ideas_stocks-ID02-txt-1178123\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/85ada12395dec31463865034e7cef52c","relate_stocks":{"ROK":"罗克韦尔自动化","QRVO":"Qorvo, Inc.","NXPI":"恩智浦","SWKS":"思佳讯","ARW":"艾睿"},"source_url":"https://www.zacks.com/stock/news/1323755/5-iot-stocks-to-boost-portfolio-on-5g-boom-led-demand-uptick?art_rec=home-home-investment_ideas_stocks-ID02-txt-1178123","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2123781802","content_text":"The concept of IoT entails several devices connected to the Internet for the purpose of gathering information, scrutinizing functionality and automating various systems. For instance, an IoT watch can monitor your health while an IoT-connected doorbell can easily send you a message whenever someone knocks at your door.\nIoT-enabled sensors can control traffic lights and even be used by airlines to report maintenance issues. In fact, IoT allows supervision or automation of almost anything, right from light bulbs to automobiles and refrigerators to smart speakers at home.\nIoT is rapidly gaining prominence amid the coronavirus outbreak as more and more enterprises turn to the technology for prevention and control of the pandemic.\nRapid increase of remote working, web-based education and health diagnosis amid lockdowns and shelter-in-place guidelines to curb the spread of the COVID-19 virus is expected to bolster spending on IoT.\nMoreover, rise in demand for contactless delivery through drones, digital payments, bedside telemetry, electric vehicle charging, and remote health monitoring remains noteworthy.\nProliferation of IoT devices including sensors, smart device and proximity awareness applications to aid people to resume work, school and other activities amid social-distancing norms has gathered steam, amid reopening of economies.\nNotably, 5G is expected to unlock the full potential of IoT-backed flourish of smart connected homes, hospitals, factories and cities plus self-driving vehicles.\nNew Normal Trends Aid IoT Growth Avenues\nThe growing clout of high-speed networking, smartphone processors and high-performance computing (HPC) data center applications against the backdrop of 5G and cloud-computing boom triggered by the new normal lifestyle is bolstering the development of advanced connected smart IoT devices.\nMoreover, advancements in 5G, WiFi-6, data center, enterprise and automotive Ethernet applications accelerated the transformation in IoT devices. Further, evolution of semiconductor manufacturing processes from 10 nanometer (nm) to 7 nm and even 5 nm and 3 nm technology is opening new business fields for innovation in IoT-driven connected devices.\nFurther, the momentum in applications, gaming, wearables, drones and VR/AR devices is fueling massive growth in the space. This can primarily be attributed to the coronavirus crisis, which increased the usage of online services, globally.\nDespite the coronavirus pandemic-borne crisis, the optimism in this space is evident from the notable performance of Global X Internet of Things ETF (SNSR), which has gained 80.4% in the past year compared with the SPDR S&P 500 ETF Trust's (SPY) growth of 7.8%.\nPer a Mordor Intelligence report, the global IoT market is projected to hit $1,386.06 billion by 2026 from $761.4 billion in 2020 at a CAGR of 10.53%, between 2021 and 2026.\nHere we pick five stocks that are well-positioned to make the most of the IoT wave amid solid growth in 5G infrastructure spending and proliferation. All the five stocks have outperformed the S&P 500 composite in the past year.\nPast Year Price Performance\nNXP Semiconductors N.V. NXPI is the leader in general purpose microcontrollers and application processors in the industrial and IoT markets.\nThe company is poised to gain from growth in the industrial and IoT businesses, driven by the replacement of traditional mechanical equipment with smart and connected electronic equipment utilizing various sensors, processors, connectivity and security chipsets among others.\nThe company, currently sporting a Zacks Rank #1 (Strong Buy), acquired Marvell’s MRVL WiFi Connectivity Business Unit, Bluetooth technology portfolio and its related assets for $1.76 billion in cash during May 2019 to expand its IoT portfolio. You can see the complete list of today’s Zacks #1 Rank stocks here.\nThe company’s 2021 earnings estimate has been revised 12.6% upward to $9.31 per share over the past 60 days, indicating growth of 18.6% from the year-ago reported figure.\nRockwell Automation ROK offers industrial automation power, control and information solutions that help manufacturers achieve a competitive edge for their businesses.\nThe company, currently carrying a Zacks Rank #2 (Buy), is focused on enhancing its FactoryTalk Innovation Suite, which is a testament to its growing IoT efforts. The software aids businesses to leverage edge-to-enterprise analytics, ML, industrial Internet of things (IIoT) and AR to enrich decision making and boost the outcome of industrial operations.\nMarkedly, IIoT is a subdiscipline of IoT, encompassing connected large-scale machinery and industrial systems, such as factory-floor monitoring, Heating, ventilation, and air conditioning or HVAC, smart lighting and security.\nMoreover, the company’s alliance with PTC PTC is noteworthy. Integration of Rockwell’s offerings with PTC’s Vuforia and ThingWorx platforms help clients automate, simplify and accelerate OT/IT convergence.\nAlso, fiscal 2021 estimates have moved 0.9% north over the past 60 days to $8.93 per share, indicating growth of 16.3% from the year-ago reported figure.\nQorvo QRVO is benefiting from broad-based demand in 5G handsets, Wi-Fi 6 and IoT products. Synergies from 7Hugs Labs S.A.S., Decawave, Active-Semi and MEMS technology acquisitions are expected to significantly expand Qorvo’s capabilities and poise it well to gain from growing demand for proximity awareness, seamless payments and secure access for smartphones, automotive and IoT.\nIn the IoT-powered connectivity and broadband business, the company is increasing shipments of Wi-Fi 6 solutions and secured multiple cable amplifier design wins to cater to the rising need for data to home owing to COVID-induced shelter-in-place guidelines.\nThe company recently enhanced wireless connectivity solutions portfolio with smart home communications controller — QPG6100 — in a bid to facilitate faster communications, and boost home network capacity and scalability.\nThe new communications controller for IoT end devices offers support for multiple ultra-low power wireless protocols simultaneously and is based on the company’s ConcurrentConnect technology.\nThe Zacks Consensus Estimate for this presently Zacks Rank #2 company’s fiscal 2021 earnings has been revised 8.6% upward to $9.45 per share in 60 days’ time, indicating growth of 49.3% from the year-ago reported figure.\nSkyworks Solutions SWKS is well-positioned to capitalize on the growth prospects in the IoT market with rising demand for high-performance analog solutions in the emerging markets.\nIn fact, the company rolled out embedded connectivity modules to enable Fibocom to manage its enterprise IoT architectures. Skyworks expects to gain more businesses going forward with continued investments in research and development anticipated to boost its IoT portfolio.\nFurther, IDC expects 55.7 billion connected devices worldwide by 2025, 75% of which are anticipated to be connected to an IoT platform. As a result, we expect Skyworks to deliver solid operating results in the imminent future.\nThe company also partnered with MediaTek for evolving 5G reference designs with focus on automotive and other IoT applications.\nThe Zacks Consensus Estimate for this Zacks #2 Ranked company’s fiscal 2021 earnings is pegged at $10.27 per share over the past 60 days, suggesting growth of 67.5% from the year-earlier reported number.\nArrow Electronics ARW is cashing in on a strong uptrend in design activity across all regions. Strong momentum in infrastructure software, next-generation hardware and hybrid cloud architectures is encouraging as well.\nArrow’s core strength in providing best-in-class services and easy-to-acquire technologies will contribute to its growth in the future. Its continued focus on driving the Internet of things capabilities is assisting it in tapping newer markets and winning customers.\nThe company’s acquisition of eInfochips (2018), which is specialized in chip designing for products and IoT solutions, remains a boon in this regard. The buyout of eInfochips not only added to Arrow Electronics’ IoT capabilities but also created a large talent pool with impressive skillsets.\nThe Zacks Consensus Estimate for this #2 Ranked company’s 2021 earnings has been raised 14% to $10.25 per share over the past 60 days, implying growth of 32.3% from the prior-year reported figure.","news_type":1,"symbols_score_info":{"QRVO":0.9,"ROK":0.9,"ARW":0.9,"SWKS":0.9,"NXPI":0.9}},"isVote":1,"tweetType":1,"viewCount":2032,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":340046780,"gmtCreate":1617325731040,"gmtModify":1704698773563,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576884869412058","idStr":"3576884869412058"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/340046780","repostId":"1185840581","repostType":4,"isVote":1,"tweetType":1,"viewCount":2904,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":353149740,"gmtCreate":1616473639280,"gmtModify":1704794551928,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576884869412058","idStr":"3576884869412058"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/353149740","repostId":"2121091121","repostType":4,"isVote":1,"tweetType":1,"viewCount":2138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":359324319,"gmtCreate":1616365984531,"gmtModify":1704793051692,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576884869412058","idStr":"3576884869412058"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/359324319","repostId":"2120549145","repostType":4,"repost":{"id":"2120549145","kind":"news","pubTimestamp":1616299535,"share":"https://ttm.financial/m/news/2120549145?lang=&edition=fundamental","pubTime":"2021-03-21 12:05","market":"us","language":"zh","title":"美国国债收益率飙升愈演愈烈，美联储会“就范”吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2120549145","media":"FX168","summary":"英国媒体周六报道称，美联储正陷入与市场的“摊牌”中。英国《金融时报》称，尽管鲍威尔对美国国债的收益率采取了放任不管的方法，但与他在欧元区的同行相比，投资者仍在质疑美联储可以允许这种利率运行多长时间。美国国债被抛售反映出通胀和增长预期大幅提升，经济学家怀疑美联储最终将被迫提出首次加息。","content":"<p>英国媒体周六（3月20日）报道称，美联储正陷入与市场的“摊牌”中。</p>\n<p>本周，美联储主席鲍威尔承认迅速发展的经济前景以及通货膨胀率进一步攀升的可能，同时强调了他在可预见的未来将利率保持在最低水平的承诺。</p>\n<p>但是，这种对通货膨胀的宽松态度正在侵蚀美国长期政府债券的价格，在全球市场上引发了涟漪。英国《金融时报》称，尽管鲍威尔对美国国债的收益率采取了放任不管的方法，但与他在欧元区的同行相比，投资者仍在质疑美联储可以允许这种利率运行多长时间。</p>\n<p>Columbia Threadneedle Investments全球固定收益负责人Gene Tannuzzo表示：“重要的不是收益率水平，而是其与风险资产之间的相互作用方式。” “如果收益率以导致股市下跌和信贷息差扩大的速度上升，那么鲍威尔将更加担忧。”</p>\n<p>在过去的一周中，基准十年期美国国债收益率跳升至1.75％，几天前约为1.6％。彭博巴克莱（Bloomberg Barclays）指数显示，自今年年初以来，10年或更长期的美国国债价格下跌了近15％。如果这些损失持续下去，那么今年第一季度将是至少自1970年代初以来美国国债遭遇最严重的一次抛售。</p>\n<p>美国国债被抛售反映出通胀和增长预期大幅提升，经济学家怀疑美联储最终将被迫提出首次加息。</p>\n<p>欧洲央行担心公司和个人的借贷成本可能会有害地增加，因此采取措施以抵制其国债收益率的上涨。相比之下，美联储主席表现得并未有任何不安，这与2020年3月的情形形成鲜明对比，当时决策者就混乱的市场走势与银行和其他市场参与者保持一致。</p>\n<p>抛售的迅速开始蔓延到股票和信贷市场，这激怒了投资者。2月份美国国债拍卖表现不佳之后，国债收益率甚至突破了今年最高的一些预期，引发了波动性交易。</p>\n<p>鲍威尔周三再次驳回了应该对21亿美元美国政府债券市场的近期波动担忧的疑虑，重申各种指标的财务状况仍然“高度宽松”，而央行只会担心可能破坏货币市场支持经济复苏的“无序”举动。为说明这一点，他表示无意调整美联储每月1200亿美元的债券购买计划。</p>\n<p>对冲基金高级投资组合经理Rish Bhandari表示：“市场可能会迫使他们改变其行为，但目前美联储决策者明确表示，他们不希望直接参与对收益率曲线产生影响的行为。”</p>\n<p>PGIM固定收益部高级投资组合经理Mike Collins警告说，美国国债收益率的再次大幅上升可能会考验他们的立场。</p>\n<p>他说：“金融状况确实仍然很宽松，但是如果利率再上升0.5至1个百分点，那的确会放慢脚步。”股票和信贷市场的反弹可能也足够严重，以至于促使美联储进行口头干预，甚至转向购买更多长期债务的措施。</p>","source":"fxdaily_fut","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国国债收益率飙升愈演愈烈，美联储会“就范”吗？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国国债收益率飙升愈演愈烈，美联储会“就范”吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-21 12:05 北京时间 <a href=https://news.fx168.com/bank/fed/2103/4838373.shtml><strong>FX168</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英国媒体周六（3月20日）报道称，美联储正陷入与市场的“摊牌”中。\n本周，美联储主席鲍威尔承认迅速发展的经济前景以及通货膨胀率进一步攀升的可能，同时强调了他在可预见的未来将利率保持在最低水平的承诺。\n但是，这种对通货膨胀的宽松态度正在侵蚀美国长期政府债券的价格，在全球市场上引发了涟漪。英国《金融时报》称，尽管鲍威尔对美国国债的收益率采取了放任不管的方法，但与他在欧元区的同行相比，投资者仍在质疑...</p>\n\n<a href=\"https://news.fx168.com/bank/fed/2103/4838373.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a56aa88d539d7b65b8089a421c05150c","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SPY":"标普500ETF","SDOW":"三倍做空道指30ETF-ProShares",".SPX":"S&P 500 Index","UDOW":"三倍做多道指30ETF-ProShares","QID":"两倍做空纳斯达克指数ETF-ProShares","DOG":"道指ETF-ProShares做空","SDS":"两倍做空标普500 ETF-ProShares","TLT":"20+年以上美国国债ETF-iShares","SH":"做空标普500-Proshares","GOVT":"iShares安硕核心美国国债ETF","TQQQ":"纳指三倍做多ETF","PSQ":"做空纳斯达克100指数ETF-ProShares","QQQ":"纳指100ETF","DJX":"1/100道琼斯","SQQQ":"纳指三倍做空ETF","OEF":"标普100指数ETF-iShares","OEX":"标普100","BND":"债券指数ETF-Vanguard美国","IEF":"债券指数ETF-iShares Barclays 7-10年","IVV":"标普500ETF-iShares","SPXU":"三倍做空标普500ETF-ProShares","SHY":"债券指数ETF-iShares Barclays 1-3年国债","QLD":"2倍做多纳斯达克100指数ETF-ProShares","IEI":"iShares Barclays 3-7 Year Trea","DXD":"两倍做空道琼30指数ETF-ProShares",".DJI":"道琼斯","SSO":"2倍做多标普500ETF-ProShares","UPRO":"三倍做多标普500ETF-ProShares",".IXIC":"NASDAQ Composite","DDM":"2倍做多道指ETF-ProShares"},"source_url":"https://news.fx168.com/bank/fed/2103/4838373.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2120549145","content_text":"英国媒体周六（3月20日）报道称，美联储正陷入与市场的“摊牌”中。\n本周，美联储主席鲍威尔承认迅速发展的经济前景以及通货膨胀率进一步攀升的可能，同时强调了他在可预见的未来将利率保持在最低水平的承诺。\n但是，这种对通货膨胀的宽松态度正在侵蚀美国长期政府债券的价格，在全球市场上引发了涟漪。英国《金融时报》称，尽管鲍威尔对美国国债的收益率采取了放任不管的方法，但与他在欧元区的同行相比，投资者仍在质疑美联储可以允许这种利率运行多长时间。\nColumbia Threadneedle Investments全球固定收益负责人Gene Tannuzzo表示：“重要的不是收益率水平，而是其与风险资产之间的相互作用方式。” “如果收益率以导致股市下跌和信贷息差扩大的速度上升，那么鲍威尔将更加担忧。”\n在过去的一周中，基准十年期美国国债收益率跳升至1.75％，几天前约为1.6％。彭博巴克莱（Bloomberg Barclays）指数显示，自今年年初以来，10年或更长期的美国国债价格下跌了近15％。如果这些损失持续下去，那么今年第一季度将是至少自1970年代初以来美国国债遭遇最严重的一次抛售。\n美国国债被抛售反映出通胀和增长预期大幅提升，经济学家怀疑美联储最终将被迫提出首次加息。\n欧洲央行担心公司和个人的借贷成本可能会有害地增加，因此采取措施以抵制其国债收益率的上涨。相比之下，美联储主席表现得并未有任何不安，这与2020年3月的情形形成鲜明对比，当时决策者就混乱的市场走势与银行和其他市场参与者保持一致。\n抛售的迅速开始蔓延到股票和信贷市场，这激怒了投资者。2月份美国国债拍卖表现不佳之后，国债收益率甚至突破了今年最高的一些预期，引发了波动性交易。\n鲍威尔周三再次驳回了应该对21亿美元美国政府债券市场的近期波动担忧的疑虑，重申各种指标的财务状况仍然“高度宽松”，而央行只会担心可能破坏货币市场支持经济复苏的“无序”举动。为说明这一点，他表示无意调整美联储每月1200亿美元的债券购买计划。\n对冲基金高级投资组合经理Rish Bhandari表示：“市场可能会迫使他们改变其行为，但目前美联储决策者明确表示，他们不希望直接参与对收益率曲线产生影响的行为。”\nPGIM固定收益部高级投资组合经理Mike Collins警告说，美国国债收益率的再次大幅上升可能会考验他们的立场。\n他说：“金融状况确实仍然很宽松，但是如果利率再上升0.5至1个百分点，那的确会放慢脚步。”股票和信贷市场的反弹可能也足够严重，以至于促使美联储进行口头干预，甚至转向购买更多长期债务的措施。","news_type":1,"symbols_score_info":{"161125":0.9,"513500":0.9,"SDS":0.9,"SDOW":0.9,"SHY":0.9,"IEF":0.9,"MNQmain":0.9,"UBmain":0.9,"TLT":0.9,"IVV":0.9,"QQQ":0.9,"ZTmain":0.9,"UDOW":0.9,"UPRO":0.9,"BND":0.9,"QID":0.9,"DJX":0.9,"SQQQ":0.9,"SPY":0.9,"ZBmain":0.9,"ESmain":0.9,"IEI":0.9,"OEF":0.9,"DXD":0.9,"NQmain":0.9,"TQQQ":0.9,"ZFmain":0.9,"SPXU":0.9,"QLD":0.9,".DJI":0.9,".IXIC":0.9,"DDM":0.9,"PSQ":0.9,"OEX":0.9,".SPX":0.9,"DOG":0.9,"SH":0.9,"TNmain":0.9,"GOVT":0.9,"SSO":0.9}},"isVote":1,"tweetType":1,"viewCount":2227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350718473,"gmtCreate":1616289047992,"gmtModify":1704792611425,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576884869412058","idStr":"3576884869412058"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350718473","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=&edition=fundamental","pubTime":"2021-03-21 08:52","market":"us","language":"zh","title":"6个月暴涨19倍！这家芯片股彻底火了，有何来头？","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":"<blockquote>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。</blockquote><p>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。</p><p><b>截至北京时间3月20日收盘，在美上市的中概股<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>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。</b></p><p><a href=\"https://laohu8.com/S/06178\">光大证券</a>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<a href=\"https://laohu8.com/S/00981\">中芯国际</a>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。</p><p><b>比特币价格远离挖矿成本，矿机需求火爆</b></p><p>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。</p><p>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。</p><p>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。</p><p>比特币价格持续走高的火爆行情，显著带动了挖矿的需求。</p><p>“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。</p><p>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。</p><p>价格高高在上的状况，刺激了比特币矿机的销售。</p><p>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。</p><p>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。</p><p><b>机构扫货比特币帮了矿机公司大忙</b></p><p>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。</p><p>3月18日，港股上市公司<a href=\"https://laohu8.com/S/01357\">美图公司</a>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。</p><p>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。</p><p>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。</p><p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>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。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>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。</p><p>机构对比特币资产的态度变化是令人始料不及的。根据<a href=\"https://laohu8.com/S/CME\">芝加哥商品交易所</a>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。</p><p>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。</p><p>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。</p><p>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。</p><p><b>挖矿行业每年新增收入或达1000亿</b></p><p>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。</p><p>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。</p><p>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。</p><p>券商中国记者注意到，<a href=\"https://laohu8.com/S/600226\">*ST瀚叶</a>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。</p><p><a href=\"https://laohu8.com/S/601788\">光大证券</a>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<a href=\"https://laohu8.com/S/688981\">中芯国际</a>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。</p><p>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、<a href=\"https://laohu8.com/S/TSM\">台积电</a>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）。</p><p>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。</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>6个月暴涨19倍！这家芯片股彻底火了，有何来头？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n6个月暴涨19倍！这家芯片股彻底火了，有何来头？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/9\">\n\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\">2021-03-21 08:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<blockquote>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。</blockquote><p>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。</p><p><b>截至北京时间3月20日收盘，在美上市的中概股<a href=\"https://laohu8.com/S/CAN\">嘉楠科技</a>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。</b></p><p><a href=\"https://laohu8.com/S/06178\">光大证券</a>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<a href=\"https://laohu8.com/S/00981\">中芯国际</a>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。</p><p><b>比特币价格远离挖矿成本，矿机需求火爆</b></p><p>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。</p><p>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。</p><p>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。</p><p>比特币价格持续走高的火爆行情，显著带动了挖矿的需求。</p><p>“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。</p><p>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。</p><p>价格高高在上的状况，刺激了比特币矿机的销售。</p><p>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。</p><p>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。</p><p><b>机构扫货比特币帮了矿机公司大忙</b></p><p>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。</p><p>3月18日，港股上市公司<a href=\"https://laohu8.com/S/01357\">美图公司</a>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。</p><p>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。</p><p>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。</p><p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>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。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>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。</p><p>机构对比特币资产的态度变化是令人始料不及的。根据<a href=\"https://laohu8.com/S/CME\">芝加哥商品交易所</a>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。</p><p>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。</p><p>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。</p><p>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。</p><p><b>挖矿行业每年新增收入或达1000亿</b></p><p>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。</p><p>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。</p><p>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。</p><p>券商中国记者注意到，<a href=\"https://laohu8.com/S/600226\">*ST瀚叶</a>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。</p><p><a href=\"https://laohu8.com/S/601788\">光大证券</a>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<a href=\"https://laohu8.com/S/688981\">中芯国际</a>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。</p><p>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、<a href=\"https://laohu8.com/S/TSM\">台积电</a>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）。</p><p>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。</p>\n\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":2257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":350694092,"gmtCreate":1616198873116,"gmtModify":1704792061016,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576884869412058","idStr":"3576884869412058"},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/350694092","repostId":"1179982677","repostType":4,"repost":{"id":"1179982677","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":1616162111,"share":"https://ttm.financial/m/news/1179982677?lang=&edition=fundamental","pubTime":"2021-03-19 21:55","market":"us","language":"zh","title":"道指跌幅扩大至1%，金融板块拖累指数下行","url":"https://stock-news.laohu8.com/highlight/detail?id=1179982677","media":"老虎资讯综合","summary":"3月19日，道指跌幅扩大至1%，金融板块拖累指数下行，耐克跌近4%领跌成分股。","content":"<p>3月19日，道指跌幅扩大至1%，金融板块拖累指数下行，<a href=\"https://laohu8.com/S/NKE\">耐克</a>跌近4%领跌成分股。</p>\n<p><img src=\"https://static.tigerbbs.com/31ea201ad00386f0697a3586205daa51\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>道指跌幅扩大至1%，金融板块拖累指数下行</title>\n<style 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href=\"https://laohu8.com/S/NKE\">耐克</a>跌近4%领跌成分股。</p>\n<p><img src=\"https://static.tigerbbs.com/31ea201ad00386f0697a3586205daa51\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/96819b78df36696eeccbf03ebd7c466d","relate_stocks":{".DJI":"道琼斯"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179982677","content_text":"3月19日，道指跌幅扩大至1%，金融板块拖累指数下行，耐克跌近4%领跌成分股。","news_type":1,"symbols_score_info":{".DJI":0.9}},"isVote":1,"tweetType":1,"viewCount":1805,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":327598577,"gmtCreate":1616107710699,"gmtModify":1704790975314,"author":{"id":"3576884869412058","authorId":"3576884869412058","name":"向上学习","avatar":"https://static.tigerbbs.com/a70af8809a95756364cc82fcfde2f404","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3576884869412058","idStr":"3576884869412058"},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/327598577","repostId":"1175135367","repostType":4,"repost":{"id":"1175135367","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":1616084705,"share":"https://ttm.financial/m/news/1175135367?lang=&edition=fundamental","pubTime":"2021-03-19 00:25","market":"us","language":"zh","title":"IoT云平台涂鸦智能登陆纽交所，首挂高开超28%","url":"https://stock-news.laohu8.com/highlight/detail?id=1175135367","media":"老虎资讯综合","summary":"3月18日，IoT云平台涂鸦智能正式在纽交所挂牌上市，开盘涨超28%，报27美元，市值151.1亿美元。老虎证券为本次涂鸦智能承销团队中唯一的互联网投行，贡献共计18.5亿美元订单，认购客户近5.8万","content":"<p>3月18日，IoT云平台涂鸦智能正式在纽交所挂牌上市，开盘涨超28%，报27美元，市值151.1亿美元。老虎证券为本次涂鸦智能承销团队中唯一的互联网投行，贡献共计18.5亿美元订单，认购客户近5.8万人次，凸显出其强大的订单认购实力。从订单比例来看，零售订单占比依旧突出，展现出老虎平台用户对新经济企业的高关注度和高接受度。</p>\n<p><img src=\"https://static.tigerbbs.com/1a278534bdfeba8a543409acadb2ec91\" tg-width=\"1080\" tg-height=\"2249\"></p>\n<p><img src=\"https://static.tigerbbs.com/1ac508d9d4a0611a79fca73710fa19a1\" tg-width=\"1080\" tg-height=\"1920\" referrerpolicy=\"no-referrer\"></p>\n<p>涂鸦智能IPO价格定为21美元，高于指导区间(17-20美元)，代码为“TUYA”。在本次IPO中，涂鸦智能将发售4359万股ADS（美国存托股），预计将筹集9.15亿美元。</p>\n<p><b>涂鸦智能，冲出巨头重围？</b></p>\n<p>在阿里、京东、百度等互联网巨头相继回港二次上市，在众多科技企业在国内登陆科创版、创业板时，中资企业赴美上市再度迎来热潮。</p>\n<p>据不完全统计，2021年前两个月国内赴美上市企业已有包括容联云、雾兴科技等13家企业。</p>\n<p>作为爆火的物联网赛道中被众多资本看好的独角兽企业，涂鸦智能也于今日在美敲钟上市。</p>\n<p>纽交所钟声响起，造富神话继续……</p>\n<p>此时，很多人也想看看，万亿物联网赛道能否冲出一位“新巨头”？</p>\n<p><b>1、</b><b><b>涂鸦智能的成人礼</b></b></p>\n<p>3月18日晚，涂鸦智能高管、投资人、合作伙伴，甚至连杭州市长都亲自赶赴到杭州黄龙饭店，来见证涂鸦智能在美上市云敲钟仪式。</p>\n<p><img src=\"https://static.tigerbbs.com/b5ed48ea6a3e3cf8f3367f617e10ec4c\" tg-width=\"740\" tg-height=\"450\" referrerpolicy=\"no-referrer\"></p>\n<p>在敲钟之前，涂鸦智能创始人兼总裁陈燎罕、涂鸦智能高级副总裁兼CFO刘尧接受了媒体采访，揭秘了涂鸦智能的在这一上市过程中的思考和计划。</p>\n<p>问：<b>中概股回归是当下趋势，涂鸦为什么会选择在美上市？</b></p>\n<p>刘尧：关于我们选择美股主要是出于两个考虑：</p>\n<ul>\n <li><p>第一，涂鸦是一个全球性企业，我们支持的客户是遍布全球的品牌、工厂、渠道商及运营商，在美股上市考虑到客户的base；</p></li>\n <li><p>第二，我们是一个云厂商，在美股市场上有一大批成熟的、专注于投资科技类云企业的投资人，他们对云企业理解比较深刻。</p></li>\n</ul>\n<p>问：<b>在和美股投资人介绍涂鸦时用的是怎样的概念？</b></p>\n<p>刘尧：投资人认为涂鸦是一个基础设施类云公司，我们是为整个IoT行业提供类似、水、电这样的基础服务。</p>\n<p>问：<b>招股书显示我们近两年都处于一个亏损状态，未来有怎样的改善措施？</b></p>\n<p>刘尧：从历史来看，科技类公司在上市前或早期时候亏损其实是比较常见的，因为我们需要投入大量的研发来开拓出真正有高价值的产品，尤其像我们进入这个领域它是全新的，所以产品的沉淀需要一个比较长的时间来摸索，但是我们的亏损其实是在迅速收窄的。</p>\n<p>上市后我们会继续重投入在研发、做好产品，为客户提供最好的服务，同时我们也会比较有纪律性的管控我们的现金流。所以我觉得亏损也很有可能会继续，但会慢慢收窄。</p>\n<p>问：<b>涂鸦目前有很多收入来自海外，未来打算如何发展中国业务。</b></p>\n<p>陈燎罕：早期，特别是2015年-2016年，我们发现智能化开始在海外大规模的渗透，所以其实我们当时的市场聚焦在海外，从北美开始，然后到欧洲、东南亚、澳大利亚、日本，这样一个发展轨迹。</p>\n<p>从2017年开始，我们发现中国的IoT市场起来了，所以我们又专门成立了一个团队来经营我们整个中国市场。</p>\n<p>我们看到，其实中国市场是一个有非常大潜力的市场，所以虽然我们今天在海外投资占比更高一些，但我们发现中国市场的发展潜力非常大，我们也会为中国制造业品牌提供智能化的服务能力，我们会花很多资源深耕中国市场。</p>\n<p>问：<b>当前阶段的智能化对制造业的意义何在？</b></p>\n<p>陈燎罕：以照明产业为例，一个普通的球炮灯目前的售价是0.4美金，一旦它被智能化后，它的售价会迅速提升到两美金以上，所以其实智能化对整个产业的产值提升超过了10倍，这就是智能化对于这个行业带来的魅力。</p>\n<p><b>2、</b><b><b>阿里渊源：被收购，再创业</b></b></p>\n<p>说起涂鸦智能，不得不提的是总部同在杭州的一家互联网巨头，阿里。</p>\n<p>2009年，阿里组织架构调整，成立阿里云，马云当时即称“阿里云将是阿里的下一个十年”，并调来时任阿里CTO的王坚博士亲自带队，彼时阿里云也迎来了第一任总经理，花名御灵。</p>\n<p>御灵本名王学集，坊间流传是一位学霸少年，进入阿里之前，曾在大学期间与同窗好友一起在2003年创办了PHPWind论坛。</p>\n<p>PHPWind是一款社区开源系统，主要业务是帮助版主和站长建立自己的论坛。当年，国内还有另一个主流社区开源系统，Discuz，这两大系统见证了国内互联网的兴起与觉醒，也构建起了那个趣味横生的BBS时代。</p>\n<p>在当时论坛大战中，腾讯在2010年收购了Discuz，并与QQ账号进行了打通，一个QQ号可以登录各大论坛，一时间各大论坛涌入大量QQ大军；阿里早腾讯两年、在2008年收购了PHPWind，王学集和他的团队一起走进了阿里，并在次年随PHPWind成为阿里云第一个业务团队。</p>\n<p>2014年9月19日，阿里在纽交所挂牌上市；这一年，阿里云服务的用户已经覆盖了全世界200个国家；也是在这一年，王学集走出阿里再次创业，成立了涂鸦智能。</p>\n<p><img src=\"https://static.tigerbbs.com/4d32c71c334938c21381fd7521ecfbda\" tg-width=\"645\" tg-height=\"302\" referrerpolicy=\"no-referrer\"></p>\n<p>当时，一同出走创业的还有陈燎罕、林耀纳、周瑞鑫等从PHPWind一同进入阿里的原班人马。</p>\n<p><b>3、</b><b><b>涂鸦往事：花了一年半，才有了第一个客户</b></b></p>\n<p>2014年，物联网概念在国内尚处于风起云涌的前夜，在国外已经成形、风靡。</p>\n<p>正因如此，<b>成立之初的涂鸦智能将业务重心放在了海外。</b></p>\n<p>对此，陈燎罕也详细介绍了创始团队在创业之初对IoT市场的认知：</p>\n<p>2015年，海外市场、特别是北美市场消费者对于智能产品的认知和接受度其实是高于国内的。客户在哪里，我们就往哪里去做。</p>\n<p>2014年在北美就已经出现了亚马逊的Alexa和谷歌的Google Home等智能音箱产品，这类产品推动了消费者对于购买智能设备的热情，因为购买语音音箱后，用户就希望能够让家里大量的设备能够连接到语音音箱中，能够进行更好地交互和体验，这也是涂鸦看到的机会，涂鸦在其中就扮演了帮助海外品牌能够连接到不同品牌的语音音箱，这也是为什么这几年涂鸦在海外发展迅速的原因。</p>\n<p>在当时，涂鸦智能究竟想要做一个怎样的产品呢？</p>\n<blockquote>\n <b>我们一开始只是想尝试性的用智能技术打造一些创新性产品，这个产品可能是电脑、手机之外的第三个设备，也有可能是一个平台。</b>\n</blockquote>\n<p>这是王学集创立涂鸦智能最初的想法。</p>\n<p>这里说的智能技术其实就是云计算、大数据、物联网这些团队已有长期积累的技术。通过这些技术，涂鸦智能在2015年试水做了第一款产品，爱相机（Airtake）。</p>\n<p>Airtake并不是一款硬件，而是一款「集成了云服务的相机App」，这款产品主要是为了解决当时手机、相机拍照云存储问题，涂鸦智能随后也推出了一款「植入WiFi功能的SD卡」与Airtake配合应用，使得传统相机或手机拍的照片自动上传到云端相册、本地只保留压缩图片（占用空间为原图的1/6）。</p>\n<p><img src=\"https://static.tigerbbs.com/5cff693416a4d203aa1bbabf17865ddf\" tg-width=\"740\" tg-height=\"263\" referrerpolicy=\"no-referrer\"></p>\n<p>Airtake是一款较早利用云技术解决日常实用性问题的软件，虽然最终没能成为电脑、手机后用户手中第三顺位设备，却清晰地展现了<b>涂鸦智能的基本商业模式——硬件+软件+云服务。</b></p>\n<p>在涂鸦智能的商业模式中，硬件指的是联网模组（也称IoT模组、云模组），目前有包括Wi-Fi模组、蓝牙模组、Zigbee模组等多类模组方案，通过将这些模组嵌入到设备中，实现设备联网和二次开发。软件和云服务指的则是基于IoT云平台提供的PaaS、SaaS服务。</p>\n<p>从涂鸦智能赴美上市招股书中也可以看到，目前涂鸦智能主要业务包括四块：</p>\n<ul>\n <li><p><b>IoT PaaS。</b>提供基于云、物联网、边缘计算等技术的解决方案，具体表现在硬件产品上，正是联网模组，通过嵌入联网模组实现设备联网，再将联网设备连接到涂鸦智能的IoT云平台上，最终实现传统产品到具有边缘计算、存储、联网能力的IoT产品的转换和设备的智能管理。</p></li>\n <li><p><b>IoT SaaS。</b>为诸如酒店、地产等垂直行业提供行业SaaS。企业运用这些SaaS方案可以实现智能设备的管理和运维。</p></li>\n <li><p><b>智能设备分销。</b>为品牌厂商和系统集成商提供部署了涂鸦智能IoT PaaS的OEM合作伙伴的智能设备。</p></li>\n <li><p><b>其他增值云服务。</b>面向企业客户提供诸如人工智能虚拟助手、大数据分析等增值服务，面向涂鸦智能的设备用户提供诸如数据存储、消息推送、内容服务等。</p></li>\n</ul>\n<p>其中，IoT PaaS是涂鸦智能的核心业务，涂鸦智能目前大部分收入来自于IoT PaaS（注：2019年、2020年的收入占比分别为72.2%、84.3%）。截止2020年12月31日，涂鸦智能有3296个IoT PaaS客户，来自188个大客户的收入占到了87%的IoT PaaS收入。</p>\n<p>2019年，涂鸦智能营收达到1.06亿美元。</p>\n<p>五年时间里，涂鸦智能将营收从0做到了1亿美元，增速可观。</p>\n<p>然而，为设备嵌入联网模组、让设备能够上网这件事儿，中间的利害关系复杂，并没有想象的那么简单。</p>\n<p>就在涂鸦智能拉队伍创业时，远在北京的小米也开启了物联网项目。当时作为小米IoT项目负责人的高自光在与家电厂商沟通过程中发现：</p>\n<blockquote>\n 大企业大多希望开发自有模组，而不是采用别人的标准（模组）。\n</blockquote>\n<p>小米团队花了近一年时间和各大家电厂商商谈合作事宜无果后，最终不得不将自己的IoT模组应用到小米生态链企业产品中，智米的空气净化器成了小米首款IoT产品。</p>\n<p>要做IoT to B业务的涂鸦智能同样要面临这一问题。</p>\n<p>作为一家创业企业，即使团队有大厂背景，要从0开展To B业务，也难免碰壁。</p>\n<p>王学集此前在接受《温州商报》采访时曾表示，“<b>我们花了一年半时间，让最初的100个客户认识“TUYA”，才有第一个客户选择了我们。</b>”</p>\n<p>对此，陈燎罕也颇有感触：</p>\n<blockquote>\n 一年半的时间才有第一个客户，我们当时也会对自己产生质疑：我们的方向是不是选错了，我们进入赛道是不是进早了……，会有非常多的思考，但最后我们还是坚持下来了。\n</blockquote>\n<p><b>4、</b><b><b>金主&拥趸：谁在重仓涂鸦？</b></b></p>\n<p>2020年，涂鸦智能营收增长了70%，达到1.8亿美元。</p>\n<p>然而，<b>在这样漂亮的业绩下，潜藏的却是这一行业营收的困顿。</b></p>\n<p>据涂鸦智能招股书中数据显示，在2019年和2020年分别产生了7050万美元和6690万美元的净亏损，截止2020年12月31日，涂鸦智能累计亏损1.925亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/d41d65d6a764b1607ffa2053461a6c8a\" tg-width=\"740\" tg-height=\"368\" referrerpolicy=\"no-referrer\"></p>\n<p>对此，<b>涂鸦智能在招股书中提及的解决之道是：「加强平台建设」和「加大营销团队投入」</b>。</p>\n<p>在如今创业环境下，多数创业企业开拓市场靠的并不是营收与投入的双向流转，而是需要借力资本的力量，被看好的涂鸦智能自然不缺金主和贵人。</p>\n<p>吴泳铭是涂鸦智能的第一位贵人。</p>\n<p>阿里成立之初有18位创始人，这18位创始人凑了50万作为启动资金并各占一部分股份，创立了如今风头无两的阿里巴巴。创业之初的18人既是创始人、也是阿里的早期合伙人，后来外界也给了一个颇有武侠气息的称号——阿里十八罗汉。</p>\n<p>吴泳铭正是这18人之一，在阿里历任集团搜索业务、广告业务和无线业务的负责人，当王学集走出阿里再次创业时，作为王学集当时的顶头上司，吴泳铭自掏腰包成了涂鸦智能的天使投资人。</p>\n<p>除吴泳铭外，涂鸦智能的天使投资人还有阿里第46号员工李治国，以及同为阿里前员工屈田创办的蝙蝠资本。正因如此，涂鸦智能一度被认为是阿里系企业。</p>\n<p>这样的创始团队、这样的天使投资，再加上选的又是一条被公认的潜力赛道，涂鸦智能自成立之初就注定会备受关注。</p>\n<p>在随后几年里，涂鸦智能又拿到了多轮巨额融资，可以说是一家被“富养”的企业。据公开资料显示，涂鸦智能在2015年9月、2017年10月、2018年7月分别又拿到了千万美元、1亿人民币、2亿美元三轮融资，资方包括NEA恩颐投资、东方富海、线性资本、宽带资本、Quadrille Capital、Future Fund、C.M.Capital等国内外知名投资机构。</p>\n<p>另外，在筹备上市时向美国证券交易委员会(SEC)提交的招股书中，涂鸦智能披露了更多关于资方的信息，包括：</p>\n<blockquote>\n <b>腾讯持有10.8%股份、为除恩颐投资外第二大机构投资方；</b>\n</blockquote>\n<p>仍在亏损是涂鸦智能的现状，不过IoT仍是一个在持续增长的赛道，一个极有潜力的赛道，一个有无限可能的赛道。</p>\n<p>这使得以“IoT云第一股”在美上市的涂鸦智能，在市场上扬时、在资本簇拥下，强势成为了一家估值百亿美元的独角兽企业。</p>\n<p><b>5、</b><b><b>重估“IoT云”</b></b></p>\n<p>2021年2月2日晚，阿里发布2020年Q4财报，财报显示：2020年第四季度，阿里云单季度收入116.15亿元，经调整EBITA实现盈利2400万元。</p>\n<p>这是阿里云自成立十二年以来，首次实现单季度盈利。</p>\n<p>不过，考虑到阿里云的规模优势和国内云厂商的生存环境，国内云市场的竞争依然十分激烈。</p>\n<p>「得到」创始人罗振宇在某次活动上曾讲述过这样一个故事：</p>\n<blockquote>\n 「得到APP」所有数据是放在云上的，云供应商选择的是国内第一大云供应商阿里云，每年「得到」交给阿里云的服务费用高达数千万。\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/590da46a087ceed178517103fe6d74b2\" tg-width=\"740\" tg-height=\"436\" referrerpolicy=\"no-referrer\"></p>\n<p>与此同时，罗振宇的邮箱中也收到过其他中小型云服务厂商“十几万的优惠券”……</p>\n<p>即便竞争如此激烈，依然不耽误资本对巨头之外的云服务厂商的看好。</p>\n<p>2020年1月20日，UCloud以中国云计算第一股登陆科创版，首日市值突破300亿元；</p>\n<p>2020年5月8日，金山云作为雷军的第四家上市企业，在美上市，首日市值突破47亿美元；</p>\n<p>2021年3月16日，青云以混合云第一股在科创板上市，首日市值突破40亿元；</p>\n<p>2021年3月18日，涂鸦智能以IoT云第一股在纽交所上市。</p>\n<p>从实际业务来看，无论是阿里、腾讯、华为等巨头厂商，还是UCloud、金山云、青云等第二梯队云厂商均有涉及“IoT云”业务。</p>\n<p>在这样的重重包围中，以“IoT云第一股”上市的涂鸦智能有机会成长为下一代“巨头”吗？</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>IoT云平台涂鸦智能登陆纽交所，首挂高开超28%</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIoT云平台涂鸦智能登陆纽交所，首挂高开超28%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\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\">2021-03-19 00:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>3月18日，IoT云平台涂鸦智能正式在纽交所挂牌上市，开盘涨超28%，报27美元，市值151.1亿美元。老虎证券为本次涂鸦智能承销团队中唯一的互联网投行，贡献共计18.5亿美元订单，认购客户近5.8万人次，凸显出其强大的订单认购实力。从订单比例来看，零售订单占比依旧突出，展现出老虎平台用户对新经济企业的高关注度和高接受度。</p>\n<p><img src=\"https://static.tigerbbs.com/1a278534bdfeba8a543409acadb2ec91\" tg-width=\"1080\" tg-height=\"2249\"></p>\n<p><img src=\"https://static.tigerbbs.com/1ac508d9d4a0611a79fca73710fa19a1\" tg-width=\"1080\" tg-height=\"1920\" referrerpolicy=\"no-referrer\"></p>\n<p>涂鸦智能IPO价格定为21美元，高于指导区间(17-20美元)，代码为“TUYA”。在本次IPO中，涂鸦智能将发售4359万股ADS（美国存托股），预计将筹集9.15亿美元。</p>\n<p><b>涂鸦智能，冲出巨头重围？</b></p>\n<p>在阿里、京东、百度等互联网巨头相继回港二次上市，在众多科技企业在国内登陆科创版、创业板时，中资企业赴美上市再度迎来热潮。</p>\n<p>据不完全统计，2021年前两个月国内赴美上市企业已有包括容联云、雾兴科技等13家企业。</p>\n<p>作为爆火的物联网赛道中被众多资本看好的独角兽企业，涂鸦智能也于今日在美敲钟上市。</p>\n<p>纽交所钟声响起，造富神话继续……</p>\n<p>此时，很多人也想看看，万亿物联网赛道能否冲出一位“新巨头”？</p>\n<p><b>1、</b><b><b>涂鸦智能的成人礼</b></b></p>\n<p>3月18日晚，涂鸦智能高管、投资人、合作伙伴，甚至连杭州市长都亲自赶赴到杭州黄龙饭店，来见证涂鸦智能在美上市云敲钟仪式。</p>\n<p><img src=\"https://static.tigerbbs.com/b5ed48ea6a3e3cf8f3367f617e10ec4c\" tg-width=\"740\" tg-height=\"450\" referrerpolicy=\"no-referrer\"></p>\n<p>在敲钟之前，涂鸦智能创始人兼总裁陈燎罕、涂鸦智能高级副总裁兼CFO刘尧接受了媒体采访，揭秘了涂鸦智能的在这一上市过程中的思考和计划。</p>\n<p>问：<b>中概股回归是当下趋势，涂鸦为什么会选择在美上市？</b></p>\n<p>刘尧：关于我们选择美股主要是出于两个考虑：</p>\n<ul>\n <li><p>第一，涂鸦是一个全球性企业，我们支持的客户是遍布全球的品牌、工厂、渠道商及运营商，在美股上市考虑到客户的base；</p></li>\n <li><p>第二，我们是一个云厂商，在美股市场上有一大批成熟的、专注于投资科技类云企业的投资人，他们对云企业理解比较深刻。</p></li>\n</ul>\n<p>问：<b>在和美股投资人介绍涂鸦时用的是怎样的概念？</b></p>\n<p>刘尧：投资人认为涂鸦是一个基础设施类云公司，我们是为整个IoT行业提供类似、水、电这样的基础服务。</p>\n<p>问：<b>招股书显示我们近两年都处于一个亏损状态，未来有怎样的改善措施？</b></p>\n<p>刘尧：从历史来看，科技类公司在上市前或早期时候亏损其实是比较常见的，因为我们需要投入大量的研发来开拓出真正有高价值的产品，尤其像我们进入这个领域它是全新的，所以产品的沉淀需要一个比较长的时间来摸索，但是我们的亏损其实是在迅速收窄的。</p>\n<p>上市后我们会继续重投入在研发、做好产品，为客户提供最好的服务，同时我们也会比较有纪律性的管控我们的现金流。所以我觉得亏损也很有可能会继续，但会慢慢收窄。</p>\n<p>问：<b>涂鸦目前有很多收入来自海外，未来打算如何发展中国业务。</b></p>\n<p>陈燎罕：早期，特别是2015年-2016年，我们发现智能化开始在海外大规模的渗透，所以其实我们当时的市场聚焦在海外，从北美开始，然后到欧洲、东南亚、澳大利亚、日本，这样一个发展轨迹。</p>\n<p>从2017年开始，我们发现中国的IoT市场起来了，所以我们又专门成立了一个团队来经营我们整个中国市场。</p>\n<p>我们看到，其实中国市场是一个有非常大潜力的市场，所以虽然我们今天在海外投资占比更高一些，但我们发现中国市场的发展潜力非常大，我们也会为中国制造业品牌提供智能化的服务能力，我们会花很多资源深耕中国市场。</p>\n<p>问：<b>当前阶段的智能化对制造业的意义何在？</b></p>\n<p>陈燎罕：以照明产业为例，一个普通的球炮灯目前的售价是0.4美金，一旦它被智能化后，它的售价会迅速提升到两美金以上，所以其实智能化对整个产业的产值提升超过了10倍，这就是智能化对于这个行业带来的魅力。</p>\n<p><b>2、</b><b><b>阿里渊源：被收购，再创业</b></b></p>\n<p>说起涂鸦智能，不得不提的是总部同在杭州的一家互联网巨头，阿里。</p>\n<p>2009年，阿里组织架构调整，成立阿里云，马云当时即称“阿里云将是阿里的下一个十年”，并调来时任阿里CTO的王坚博士亲自带队，彼时阿里云也迎来了第一任总经理，花名御灵。</p>\n<p>御灵本名王学集，坊间流传是一位学霸少年，进入阿里之前，曾在大学期间与同窗好友一起在2003年创办了PHPWind论坛。</p>\n<p>PHPWind是一款社区开源系统，主要业务是帮助版主和站长建立自己的论坛。当年，国内还有另一个主流社区开源系统，Discuz，这两大系统见证了国内互联网的兴起与觉醒，也构建起了那个趣味横生的BBS时代。</p>\n<p>在当时论坛大战中，腾讯在2010年收购了Discuz，并与QQ账号进行了打通，一个QQ号可以登录各大论坛，一时间各大论坛涌入大量QQ大军；阿里早腾讯两年、在2008年收购了PHPWind，王学集和他的团队一起走进了阿里，并在次年随PHPWind成为阿里云第一个业务团队。</p>\n<p>2014年9月19日，阿里在纽交所挂牌上市；这一年，阿里云服务的用户已经覆盖了全世界200个国家；也是在这一年，王学集走出阿里再次创业，成立了涂鸦智能。</p>\n<p><img src=\"https://static.tigerbbs.com/4d32c71c334938c21381fd7521ecfbda\" tg-width=\"645\" tg-height=\"302\" referrerpolicy=\"no-referrer\"></p>\n<p>当时，一同出走创业的还有陈燎罕、林耀纳、周瑞鑫等从PHPWind一同进入阿里的原班人马。</p>\n<p><b>3、</b><b><b>涂鸦往事：花了一年半，才有了第一个客户</b></b></p>\n<p>2014年，物联网概念在国内尚处于风起云涌的前夜，在国外已经成形、风靡。</p>\n<p>正因如此，<b>成立之初的涂鸦智能将业务重心放在了海外。</b></p>\n<p>对此，陈燎罕也详细介绍了创始团队在创业之初对IoT市场的认知：</p>\n<p>2015年，海外市场、特别是北美市场消费者对于智能产品的认知和接受度其实是高于国内的。客户在哪里，我们就往哪里去做。</p>\n<p>2014年在北美就已经出现了亚马逊的Alexa和谷歌的Google Home等智能音箱产品，这类产品推动了消费者对于购买智能设备的热情，因为购买语音音箱后，用户就希望能够让家里大量的设备能够连接到语音音箱中，能够进行更好地交互和体验，这也是涂鸦看到的机会，涂鸦在其中就扮演了帮助海外品牌能够连接到不同品牌的语音音箱，这也是为什么这几年涂鸦在海外发展迅速的原因。</p>\n<p>在当时，涂鸦智能究竟想要做一个怎样的产品呢？</p>\n<blockquote>\n <b>我们一开始只是想尝试性的用智能技术打造一些创新性产品，这个产品可能是电脑、手机之外的第三个设备，也有可能是一个平台。</b>\n</blockquote>\n<p>这是王学集创立涂鸦智能最初的想法。</p>\n<p>这里说的智能技术其实就是云计算、大数据、物联网这些团队已有长期积累的技术。通过这些技术，涂鸦智能在2015年试水做了第一款产品，爱相机（Airtake）。</p>\n<p>Airtake并不是一款硬件，而是一款「集成了云服务的相机App」，这款产品主要是为了解决当时手机、相机拍照云存储问题，涂鸦智能随后也推出了一款「植入WiFi功能的SD卡」与Airtake配合应用，使得传统相机或手机拍的照片自动上传到云端相册、本地只保留压缩图片（占用空间为原图的1/6）。</p>\n<p><img src=\"https://static.tigerbbs.com/5cff693416a4d203aa1bbabf17865ddf\" tg-width=\"740\" tg-height=\"263\" referrerpolicy=\"no-referrer\"></p>\n<p>Airtake是一款较早利用云技术解决日常实用性问题的软件，虽然最终没能成为电脑、手机后用户手中第三顺位设备，却清晰地展现了<b>涂鸦智能的基本商业模式——硬件+软件+云服务。</b></p>\n<p>在涂鸦智能的商业模式中，硬件指的是联网模组（也称IoT模组、云模组），目前有包括Wi-Fi模组、蓝牙模组、Zigbee模组等多类模组方案，通过将这些模组嵌入到设备中，实现设备联网和二次开发。软件和云服务指的则是基于IoT云平台提供的PaaS、SaaS服务。</p>\n<p>从涂鸦智能赴美上市招股书中也可以看到，目前涂鸦智能主要业务包括四块：</p>\n<ul>\n <li><p><b>IoT PaaS。</b>提供基于云、物联网、边缘计算等技术的解决方案，具体表现在硬件产品上，正是联网模组，通过嵌入联网模组实现设备联网，再将联网设备连接到涂鸦智能的IoT云平台上，最终实现传统产品到具有边缘计算、存储、联网能力的IoT产品的转换和设备的智能管理。</p></li>\n <li><p><b>IoT SaaS。</b>为诸如酒店、地产等垂直行业提供行业SaaS。企业运用这些SaaS方案可以实现智能设备的管理和运维。</p></li>\n <li><p><b>智能设备分销。</b>为品牌厂商和系统集成商提供部署了涂鸦智能IoT PaaS的OEM合作伙伴的智能设备。</p></li>\n <li><p><b>其他增值云服务。</b>面向企业客户提供诸如人工智能虚拟助手、大数据分析等增值服务，面向涂鸦智能的设备用户提供诸如数据存储、消息推送、内容服务等。</p></li>\n</ul>\n<p>其中，IoT PaaS是涂鸦智能的核心业务，涂鸦智能目前大部分收入来自于IoT PaaS（注：2019年、2020年的收入占比分别为72.2%、84.3%）。截止2020年12月31日，涂鸦智能有3296个IoT PaaS客户，来自188个大客户的收入占到了87%的IoT PaaS收入。</p>\n<p>2019年，涂鸦智能营收达到1.06亿美元。</p>\n<p>五年时间里，涂鸦智能将营收从0做到了1亿美元，增速可观。</p>\n<p>然而，为设备嵌入联网模组、让设备能够上网这件事儿，中间的利害关系复杂，并没有想象的那么简单。</p>\n<p>就在涂鸦智能拉队伍创业时，远在北京的小米也开启了物联网项目。当时作为小米IoT项目负责人的高自光在与家电厂商沟通过程中发现：</p>\n<blockquote>\n 大企业大多希望开发自有模组，而不是采用别人的标准（模组）。\n</blockquote>\n<p>小米团队花了近一年时间和各大家电厂商商谈合作事宜无果后，最终不得不将自己的IoT模组应用到小米生态链企业产品中，智米的空气净化器成了小米首款IoT产品。</p>\n<p>要做IoT to B业务的涂鸦智能同样要面临这一问题。</p>\n<p>作为一家创业企业，即使团队有大厂背景，要从0开展To B业务，也难免碰壁。</p>\n<p>王学集此前在接受《温州商报》采访时曾表示，“<b>我们花了一年半时间，让最初的100个客户认识“TUYA”，才有第一个客户选择了我们。</b>”</p>\n<p>对此，陈燎罕也颇有感触：</p>\n<blockquote>\n 一年半的时间才有第一个客户，我们当时也会对自己产生质疑：我们的方向是不是选错了，我们进入赛道是不是进早了……，会有非常多的思考，但最后我们还是坚持下来了。\n</blockquote>\n<p><b>4、</b><b><b>金主&拥趸：谁在重仓涂鸦？</b></b></p>\n<p>2020年，涂鸦智能营收增长了70%，达到1.8亿美元。</p>\n<p>然而，<b>在这样漂亮的业绩下，潜藏的却是这一行业营收的困顿。</b></p>\n<p>据涂鸦智能招股书中数据显示，在2019年和2020年分别产生了7050万美元和6690万美元的净亏损，截止2020年12月31日，涂鸦智能累计亏损1.925亿美元。</p>\n<p><img src=\"https://static.tigerbbs.com/d41d65d6a764b1607ffa2053461a6c8a\" tg-width=\"740\" tg-height=\"368\" referrerpolicy=\"no-referrer\"></p>\n<p>对此，<b>涂鸦智能在招股书中提及的解决之道是：「加强平台建设」和「加大营销团队投入」</b>。</p>\n<p>在如今创业环境下，多数创业企业开拓市场靠的并不是营收与投入的双向流转，而是需要借力资本的力量，被看好的涂鸦智能自然不缺金主和贵人。</p>\n<p>吴泳铭是涂鸦智能的第一位贵人。</p>\n<p>阿里成立之初有18位创始人，这18位创始人凑了50万作为启动资金并各占一部分股份，创立了如今风头无两的阿里巴巴。创业之初的18人既是创始人、也是阿里的早期合伙人，后来外界也给了一个颇有武侠气息的称号——阿里十八罗汉。</p>\n<p>吴泳铭正是这18人之一，在阿里历任集团搜索业务、广告业务和无线业务的负责人，当王学集走出阿里再次创业时，作为王学集当时的顶头上司，吴泳铭自掏腰包成了涂鸦智能的天使投资人。</p>\n<p>除吴泳铭外，涂鸦智能的天使投资人还有阿里第46号员工李治国，以及同为阿里前员工屈田创办的蝙蝠资本。正因如此，涂鸦智能一度被认为是阿里系企业。</p>\n<p>这样的创始团队、这样的天使投资，再加上选的又是一条被公认的潜力赛道，涂鸦智能自成立之初就注定会备受关注。</p>\n<p>在随后几年里，涂鸦智能又拿到了多轮巨额融资，可以说是一家被“富养”的企业。据公开资料显示，涂鸦智能在2015年9月、2017年10月、2018年7月分别又拿到了千万美元、1亿人民币、2亿美元三轮融资，资方包括NEA恩颐投资、东方富海、线性资本、宽带资本、Quadrille Capital、Future Fund、C.M.Capital等国内外知名投资机构。</p>\n<p>另外，在筹备上市时向美国证券交易委员会(SEC)提交的招股书中，涂鸦智能披露了更多关于资方的信息，包括：</p>\n<blockquote>\n <b>腾讯持有10.8%股份、为除恩颐投资外第二大机构投资方；</b>\n</blockquote>\n<p>仍在亏损是涂鸦智能的现状，不过IoT仍是一个在持续增长的赛道，一个极有潜力的赛道，一个有无限可能的赛道。</p>\n<p>这使得以“IoT云第一股”在美上市的涂鸦智能，在市场上扬时、在资本簇拥下，强势成为了一家估值百亿美元的独角兽企业。</p>\n<p><b>5、</b><b><b>重估“IoT云”</b></b></p>\n<p>2021年2月2日晚，阿里发布2020年Q4财报，财报显示：2020年第四季度，阿里云单季度收入116.15亿元，经调整EBITA实现盈利2400万元。</p>\n<p>这是阿里云自成立十二年以来，首次实现单季度盈利。</p>\n<p>不过，考虑到阿里云的规模优势和国内云厂商的生存环境，国内云市场的竞争依然十分激烈。</p>\n<p>「得到」创始人罗振宇在某次活动上曾讲述过这样一个故事：</p>\n<blockquote>\n 「得到APP」所有数据是放在云上的，云供应商选择的是国内第一大云供应商阿里云，每年「得到」交给阿里云的服务费用高达数千万。\n</blockquote>\n<p><img src=\"https://static.tigerbbs.com/590da46a087ceed178517103fe6d74b2\" tg-width=\"740\" tg-height=\"436\" referrerpolicy=\"no-referrer\"></p>\n<p>与此同时，罗振宇的邮箱中也收到过其他中小型云服务厂商“十几万的优惠券”……</p>\n<p>即便竞争如此激烈，依然不耽误资本对巨头之外的云服务厂商的看好。</p>\n<p>2020年1月20日，UCloud以中国云计算第一股登陆科创版，首日市值突破300亿元；</p>\n<p>2020年5月8日，金山云作为雷军的第四家上市企业，在美上市，首日市值突破47亿美元；</p>\n<p>2021年3月16日，青云以混合云第一股在科创板上市，首日市值突破40亿元；</p>\n<p>2021年3月18日，涂鸦智能以IoT云第一股在纽交所上市。</p>\n<p>从实际业务来看，无论是阿里、腾讯、华为等巨头厂商，还是UCloud、金山云、青云等第二梯队云厂商均有涉及“IoT云”业务。</p>\n<p>在这样的重重包围中，以“IoT云第一股”上市的涂鸦智能有机会成长为下一代“巨头”吗？</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3be944a9a32d46999588e09d1fd39d10","relate_stocks":{"TUYA":"涂鸦智能"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175135367","content_text":"3月18日，IoT云平台涂鸦智能正式在纽交所挂牌上市，开盘涨超28%，报27美元，市值151.1亿美元。老虎证券为本次涂鸦智能承销团队中唯一的互联网投行，贡献共计18.5亿美元订单，认购客户近5.8万人次，凸显出其强大的订单认购实力。从订单比例来看，零售订单占比依旧突出，展现出老虎平台用户对新经济企业的高关注度和高接受度。\n\n\n涂鸦智能IPO价格定为21美元，高于指导区间(17-20美元)，代码为“TUYA”。在本次IPO中，涂鸦智能将发售4359万股ADS（美国存托股），预计将筹集9.15亿美元。\n涂鸦智能，冲出巨头重围？\n在阿里、京东、百度等互联网巨头相继回港二次上市，在众多科技企业在国内登陆科创版、创业板时，中资企业赴美上市再度迎来热潮。\n据不完全统计，2021年前两个月国内赴美上市企业已有包括容联云、雾兴科技等13家企业。\n作为爆火的物联网赛道中被众多资本看好的独角兽企业，涂鸦智能也于今日在美敲钟上市。\n纽交所钟声响起，造富神话继续……\n此时，很多人也想看看，万亿物联网赛道能否冲出一位“新巨头”？\n1、涂鸦智能的成人礼\n3月18日晚，涂鸦智能高管、投资人、合作伙伴，甚至连杭州市长都亲自赶赴到杭州黄龙饭店，来见证涂鸦智能在美上市云敲钟仪式。\n\n在敲钟之前，涂鸦智能创始人兼总裁陈燎罕、涂鸦智能高级副总裁兼CFO刘尧接受了媒体采访，揭秘了涂鸦智能的在这一上市过程中的思考和计划。\n问：中概股回归是当下趋势，涂鸦为什么会选择在美上市？\n刘尧：关于我们选择美股主要是出于两个考虑：\n\n第一，涂鸦是一个全球性企业，我们支持的客户是遍布全球的品牌、工厂、渠道商及运营商，在美股上市考虑到客户的base；\n第二，我们是一个云厂商，在美股市场上有一大批成熟的、专注于投资科技类云企业的投资人，他们对云企业理解比较深刻。\n\n问：在和美股投资人介绍涂鸦时用的是怎样的概念？\n刘尧：投资人认为涂鸦是一个基础设施类云公司，我们是为整个IoT行业提供类似、水、电这样的基础服务。\n问：招股书显示我们近两年都处于一个亏损状态，未来有怎样的改善措施？\n刘尧：从历史来看，科技类公司在上市前或早期时候亏损其实是比较常见的，因为我们需要投入大量的研发来开拓出真正有高价值的产品，尤其像我们进入这个领域它是全新的，所以产品的沉淀需要一个比较长的时间来摸索，但是我们的亏损其实是在迅速收窄的。\n上市后我们会继续重投入在研发、做好产品，为客户提供最好的服务，同时我们也会比较有纪律性的管控我们的现金流。所以我觉得亏损也很有可能会继续，但会慢慢收窄。\n问：涂鸦目前有很多收入来自海外，未来打算如何发展中国业务。\n陈燎罕：早期，特别是2015年-2016年，我们发现智能化开始在海外大规模的渗透，所以其实我们当时的市场聚焦在海外，从北美开始，然后到欧洲、东南亚、澳大利亚、日本，这样一个发展轨迹。\n从2017年开始，我们发现中国的IoT市场起来了，所以我们又专门成立了一个团队来经营我们整个中国市场。\n我们看到，其实中国市场是一个有非常大潜力的市场，所以虽然我们今天在海外投资占比更高一些，但我们发现中国市场的发展潜力非常大，我们也会为中国制造业品牌提供智能化的服务能力，我们会花很多资源深耕中国市场。\n问：当前阶段的智能化对制造业的意义何在？\n陈燎罕：以照明产业为例，一个普通的球炮灯目前的售价是0.4美金，一旦它被智能化后，它的售价会迅速提升到两美金以上，所以其实智能化对整个产业的产值提升超过了10倍，这就是智能化对于这个行业带来的魅力。\n2、阿里渊源：被收购，再创业\n说起涂鸦智能，不得不提的是总部同在杭州的一家互联网巨头，阿里。\n2009年，阿里组织架构调整，成立阿里云，马云当时即称“阿里云将是阿里的下一个十年”，并调来时任阿里CTO的王坚博士亲自带队，彼时阿里云也迎来了第一任总经理，花名御灵。\n御灵本名王学集，坊间流传是一位学霸少年，进入阿里之前，曾在大学期间与同窗好友一起在2003年创办了PHPWind论坛。\nPHPWind是一款社区开源系统，主要业务是帮助版主和站长建立自己的论坛。当年，国内还有另一个主流社区开源系统，Discuz，这两大系统见证了国内互联网的兴起与觉醒，也构建起了那个趣味横生的BBS时代。\n在当时论坛大战中，腾讯在2010年收购了Discuz，并与QQ账号进行了打通，一个QQ号可以登录各大论坛，一时间各大论坛涌入大量QQ大军；阿里早腾讯两年、在2008年收购了PHPWind，王学集和他的团队一起走进了阿里，并在次年随PHPWind成为阿里云第一个业务团队。\n2014年9月19日，阿里在纽交所挂牌上市；这一年，阿里云服务的用户已经覆盖了全世界200个国家；也是在这一年，王学集走出阿里再次创业，成立了涂鸦智能。\n\n当时，一同出走创业的还有陈燎罕、林耀纳、周瑞鑫等从PHPWind一同进入阿里的原班人马。\n3、涂鸦往事：花了一年半，才有了第一个客户\n2014年，物联网概念在国内尚处于风起云涌的前夜，在国外已经成形、风靡。\n正因如此，成立之初的涂鸦智能将业务重心放在了海外。\n对此，陈燎罕也详细介绍了创始团队在创业之初对IoT市场的认知：\n2015年，海外市场、特别是北美市场消费者对于智能产品的认知和接受度其实是高于国内的。客户在哪里，我们就往哪里去做。\n2014年在北美就已经出现了亚马逊的Alexa和谷歌的Google Home等智能音箱产品，这类产品推动了消费者对于购买智能设备的热情，因为购买语音音箱后，用户就希望能够让家里大量的设备能够连接到语音音箱中，能够进行更好地交互和体验，这也是涂鸦看到的机会，涂鸦在其中就扮演了帮助海外品牌能够连接到不同品牌的语音音箱，这也是为什么这几年涂鸦在海外发展迅速的原因。\n在当时，涂鸦智能究竟想要做一个怎样的产品呢？\n\n我们一开始只是想尝试性的用智能技术打造一些创新性产品，这个产品可能是电脑、手机之外的第三个设备，也有可能是一个平台。\n\n这是王学集创立涂鸦智能最初的想法。\n这里说的智能技术其实就是云计算、大数据、物联网这些团队已有长期积累的技术。通过这些技术，涂鸦智能在2015年试水做了第一款产品，爱相机（Airtake）。\nAirtake并不是一款硬件，而是一款「集成了云服务的相机App」，这款产品主要是为了解决当时手机、相机拍照云存储问题，涂鸦智能随后也推出了一款「植入WiFi功能的SD卡」与Airtake配合应用，使得传统相机或手机拍的照片自动上传到云端相册、本地只保留压缩图片（占用空间为原图的1/6）。\n\nAirtake是一款较早利用云技术解决日常实用性问题的软件，虽然最终没能成为电脑、手机后用户手中第三顺位设备，却清晰地展现了涂鸦智能的基本商业模式——硬件+软件+云服务。\n在涂鸦智能的商业模式中，硬件指的是联网模组（也称IoT模组、云模组），目前有包括Wi-Fi模组、蓝牙模组、Zigbee模组等多类模组方案，通过将这些模组嵌入到设备中，实现设备联网和二次开发。软件和云服务指的则是基于IoT云平台提供的PaaS、SaaS服务。\n从涂鸦智能赴美上市招股书中也可以看到，目前涂鸦智能主要业务包括四块：\n\nIoT PaaS。提供基于云、物联网、边缘计算等技术的解决方案，具体表现在硬件产品上，正是联网模组，通过嵌入联网模组实现设备联网，再将联网设备连接到涂鸦智能的IoT云平台上，最终实现传统产品到具有边缘计算、存储、联网能力的IoT产品的转换和设备的智能管理。\nIoT SaaS。为诸如酒店、地产等垂直行业提供行业SaaS。企业运用这些SaaS方案可以实现智能设备的管理和运维。\n智能设备分销。为品牌厂商和系统集成商提供部署了涂鸦智能IoT PaaS的OEM合作伙伴的智能设备。\n其他增值云服务。面向企业客户提供诸如人工智能虚拟助手、大数据分析等增值服务，面向涂鸦智能的设备用户提供诸如数据存储、消息推送、内容服务等。\n\n其中，IoT PaaS是涂鸦智能的核心业务，涂鸦智能目前大部分收入来自于IoT PaaS（注：2019年、2020年的收入占比分别为72.2%、84.3%）。截止2020年12月31日，涂鸦智能有3296个IoT PaaS客户，来自188个大客户的收入占到了87%的IoT PaaS收入。\n2019年，涂鸦智能营收达到1.06亿美元。\n五年时间里，涂鸦智能将营收从0做到了1亿美元，增速可观。\n然而，为设备嵌入联网模组、让设备能够上网这件事儿，中间的利害关系复杂，并没有想象的那么简单。\n就在涂鸦智能拉队伍创业时，远在北京的小米也开启了物联网项目。当时作为小米IoT项目负责人的高自光在与家电厂商沟通过程中发现：\n\n 大企业大多希望开发自有模组，而不是采用别人的标准（模组）。\n\n小米团队花了近一年时间和各大家电厂商商谈合作事宜无果后，最终不得不将自己的IoT模组应用到小米生态链企业产品中，智米的空气净化器成了小米首款IoT产品。\n要做IoT to B业务的涂鸦智能同样要面临这一问题。\n作为一家创业企业，即使团队有大厂背景，要从0开展To B业务，也难免碰壁。\n王学集此前在接受《温州商报》采访时曾表示，“我们花了一年半时间，让最初的100个客户认识“TUYA”，才有第一个客户选择了我们。”\n对此，陈燎罕也颇有感触：\n\n 一年半的时间才有第一个客户，我们当时也会对自己产生质疑：我们的方向是不是选错了，我们进入赛道是不是进早了……，会有非常多的思考，但最后我们还是坚持下来了。\n\n4、金主&拥趸：谁在重仓涂鸦？\n2020年，涂鸦智能营收增长了70%，达到1.8亿美元。\n然而，在这样漂亮的业绩下，潜藏的却是这一行业营收的困顿。\n据涂鸦智能招股书中数据显示，在2019年和2020年分别产生了7050万美元和6690万美元的净亏损，截止2020年12月31日，涂鸦智能累计亏损1.925亿美元。\n\n对此，涂鸦智能在招股书中提及的解决之道是：「加强平台建设」和「加大营销团队投入」。\n在如今创业环境下，多数创业企业开拓市场靠的并不是营收与投入的双向流转，而是需要借力资本的力量，被看好的涂鸦智能自然不缺金主和贵人。\n吴泳铭是涂鸦智能的第一位贵人。\n阿里成立之初有18位创始人，这18位创始人凑了50万作为启动资金并各占一部分股份，创立了如今风头无两的阿里巴巴。创业之初的18人既是创始人、也是阿里的早期合伙人，后来外界也给了一个颇有武侠气息的称号——阿里十八罗汉。\n吴泳铭正是这18人之一，在阿里历任集团搜索业务、广告业务和无线业务的负责人，当王学集走出阿里再次创业时，作为王学集当时的顶头上司，吴泳铭自掏腰包成了涂鸦智能的天使投资人。\n除吴泳铭外，涂鸦智能的天使投资人还有阿里第46号员工李治国，以及同为阿里前员工屈田创办的蝙蝠资本。正因如此，涂鸦智能一度被认为是阿里系企业。\n这样的创始团队、这样的天使投资，再加上选的又是一条被公认的潜力赛道，涂鸦智能自成立之初就注定会备受关注。\n在随后几年里，涂鸦智能又拿到了多轮巨额融资，可以说是一家被“富养”的企业。据公开资料显示，涂鸦智能在2015年9月、2017年10月、2018年7月分别又拿到了千万美元、1亿人民币、2亿美元三轮融资，资方包括NEA恩颐投资、东方富海、线性资本、宽带资本、Quadrille Capital、Future Fund、C.M.Capital等国内外知名投资机构。\n另外，在筹备上市时向美国证券交易委员会(SEC)提交的招股书中，涂鸦智能披露了更多关于资方的信息，包括：\n\n腾讯持有10.8%股份、为除恩颐投资外第二大机构投资方；\n\n仍在亏损是涂鸦智能的现状，不过IoT仍是一个在持续增长的赛道，一个极有潜力的赛道，一个有无限可能的赛道。\n这使得以“IoT云第一股”在美上市的涂鸦智能，在市场上扬时、在资本簇拥下，强势成为了一家估值百亿美元的独角兽企业。\n5、重估“IoT云”\n2021年2月2日晚，阿里发布2020年Q4财报，财报显示：2020年第四季度，阿里云单季度收入116.15亿元，经调整EBITA实现盈利2400万元。\n这是阿里云自成立十二年以来，首次实现单季度盈利。\n不过，考虑到阿里云的规模优势和国内云厂商的生存环境，国内云市场的竞争依然十分激烈。\n「得到」创始人罗振宇在某次活动上曾讲述过这样一个故事：\n\n 「得到APP」所有数据是放在云上的，云供应商选择的是国内第一大云供应商阿里云，每年「得到」交给阿里云的服务费用高达数千万。\n\n\n与此同时，罗振宇的邮箱中也收到过其他中小型云服务厂商“十几万的优惠券”……\n即便竞争如此激烈，依然不耽误资本对巨头之外的云服务厂商的看好。\n2020年1月20日，UCloud以中国云计算第一股登陆科创版，首日市值突破300亿元；\n2020年5月8日，金山云作为雷军的第四家上市企业，在美上市，首日市值突破47亿美元；\n2021年3月16日，青云以混合云第一股在科创板上市，首日市值突破40亿元；\n2021年3月18日，涂鸦智能以IoT云第一股在纽交所上市。\n从实际业务来看，无论是阿里、腾讯、华为等巨头厂商，还是UCloud、金山云、青云等第二梯队云厂商均有涉及“IoT云”业务。\n在这样的重重包围中，以“IoT云第一股”上市的涂鸦智能有机会成长为下一代“巨头”吗？","news_type":1,"symbols_score_info":{"TUYA":0.9}},"isVote":1,"tweetType":1,"viewCount":2208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":true}