️Macro Alpha Analytics
前往频道在 Telegram
欢迎加入 【Macro Alpha Analytics】 ⚖️ 法律声明 : 📌 分享性质： 本群所有观点纯属个人意见分享，不构成买卖建议 (No Buy/Sell Recommendation)。 📌 专业咨询： 在做出任何投资决定前，请务必咨询专业持牌理财顾问或您的股票经纪。 📌 责任豁免： 阁下须对自身的财务决策负全责。本群不对任何投资亏损、交易风险或决策后果承担任何法律责任。 ⚠️ 风险提示： 市场波动无常，投资需根据自身财务承受能力审慎操作。
显示更多6 444
订阅者
无数据24 小时
-307 天
-14730 天
帖子存档
中国产货为何那么便宜，“物美价廉”？
🌎 中国制造业崛起，技术进步，廉价的劳动力
🌎 拥有超强的产业链，能够提供从原材料到成品的一条龙服务，降低了原料成本
🌎 压低价格，内卷，把利润榨干到仅剩给国内厂商
🌎 规模庞大，量产，提高产能销量，降低成本
🌎 政府为制造商提供补贴和激励措施。这些激励措施大大降低了成本
🌎 强大的研发技术，技术创新与投资
中国产品有些甚至是本地的价格的三分之一 ，把许多老板吓得要命。很多人认为中国制造这么便宜的产品，质量肯定没到水平，结果经过测评后却发现质量居然比国外的还要好🙈（中国 Nitrile Gloves ASP : USD 16-17/1k ，本地四大天王 Nitrile Gloves ASP : USD 20-21/1k ）
同样的项目，本地公司和外国公司竞标价钱为 RM 20 - 30 M ，而中国给出的竞标价钱为 RM 4 M 🙈 这场站还没开始就输了，Fight 不过。如果不是“中美”贸易战，许多本地科技、手套公司都无法生存
A New ‘China Shock’ Is Destroying Jobs Around the World
https://www.bloomberg.com/news/features/2025-03-19/trump-s-tariffs-send-fresh-wave-of-chinese-goods-to-global-markets
CoreWeave IPO Is Said to Be Oversubscribed After First Day
https://finance.yahoo.com/news/coreweave-ipo-said-oversubscribed-first-000742888.html
Management View
🌎CEO Sanjay Mehrotra emphasized that Micron achieved record revenue in data center DRAM during fiscal Q2, with HBM revenue exceeding $1 billion for the first time. The company credited its strong product momentum and leadership in low-power DRAM for the data center as key drivers.
HBM shipments were highlighted as exceeding planned expectations, demonstrating strong execution on the ongoing ramp. The company also noted that fiscal Q3 revenue is expected to achieve another record, driven by growth in DRAM and NAND shipments.
The CEO announced the launch of the 1-gamma node DRAM, which incorporates EUV technology, bringing 20% lower power consumption and a 30% improvement in bit density compared to the 1-beta node.
Micron maintained its focus on AI-driven growth, projecting a $35 billion HBM TAM for calendar 2025 and emphasizing its continued capacity expansion for HBM products through 2026.
CFO Mark Murphy reported total fiscal Q2 revenue of $8.1 billion, with DRAM contributing 76% of the revenue. He stated, "Fiscal Q2 EPS was $1.56, above the guidance range."
Micron Stock Pops as AI Demand Drives Better-Than-Expected Earnings, Outlook
https://www.investopedia.com/micron-earnings-q2-fy2025-11700165
The electronics and semiconductor industry is the largest consumer of silicon. This industry uses ultra-pure silicon to manufacture microchips, integrated circuits (ICs), and transistors, which are essential for computers, smartphones, and other electronic devices.
Other Major Industries Using Silicon:
1. Solar Energy – Silicon is the primary material for photovoltaic (PV) solar panels.
2. Automotive – Used in semiconductor chips for modern vehicles and aluminum-silicon alloys in engine parts.
3. Construction – Silicon-based materials (e.g., glass, cement, and sealants) are widely used.
4. Chemical Industry – Silicone compounds are used in lubricants, adhesives, and medical applications.
5. Metallurgy – Silicon is a key ingredient in making steel and aluminum alloys.
Key Takeaways for Aluminum
1. Supply Shifts in 2025:
Bauxite supply will balance after a shortage.
Alumina supply will shift from a shortage to an oversupply of 4 million metric tons.
Aluminum supply will face a deficit of 257,000 tons compared to demand, allowing for margin expansion.
2. Higher Margins for Aluminum Producers:
Despite stable aluminum output, lower raw material costs will increase profitability.
The tighter aluminum market will lead to higher margins in 2025.
3. Factors Driving Oversupply:
Increased alumina production in coastal China and Guinea will boost supply and reduce prices.
China’s aluminum production is near its government-imposed cap of 45-46 million metric tons, with no expected increases due to carbon neutrality goals.
High costs and tariffs will prevent idle capacity in Europe and the US from restarting.
4. Aluminum Demand:
European construction and transport sectors, supported by Germany’s spending plans, are key demand drivers.!
黄仁勋周四表示，英伟达将在波士顿开设一个量子计算研究实验室，计划与哈佛大学和麻省理工学院的科学家合作 ▶️ 他也在大会上称，量子公司怎么可能上市 ⁉️再次让量子计算股崩 ⚠️
71 小Lin说发布了一篇小红书笔记，快来看吧！ 😆 AQCNfYaHwdNKHPu 😆 http://xhslink.com/a/nBitZugf3Ni8，复制本条信息，打开【小红书】App查看精彩内容！
LME铜价升破每吨10,000美元 特朗普关税威胁引发的涨势再进一步
https://hk.finance.yahoo.com/news/lme%E9%93%9C%E4%BB%B7%E5%8D%87%E7%A0%B4%E6%AF%8F%E5%90%A810-000%E7%BE%8E%E5%85%83-%E7%89%B9%E6%9C%97%E6%99%AE%E5%85%B3%E7%A8%8E%E5%A8%81%E8%83%81%E5%BC%95%E5%8F%91%E7%9A%84%E6%B6%A8%E5%8A%BF%E5%86%8D%E8%BF%9B-%E6%AD%A5-033316446.html
