【Market Commentary】SK Hynix posted strong financials for 2Q21 thanks to solid demand from the PC and data center segments, which significantly improved its DRAM/NAND ASP. By optimizing production costs for both products, the company was able to increase its operating margin as well.
As upside demand from the data center segment remains strong, SK Hynix should be able to ride its momentum well into 3Q21, though TrendForce believes SK Hynix’s performance may potentially weaken going forward due to a forecasted slowdown in memory demand for 4Q21.
operating costs 在 CommonWealth Magazine Facebook 的精選貼文
◤A Tale of Two Taiwans - perspectives from an offshore wind engineer◢
Taiwan’s outdated regulations reduce the efficiency of offshore wind power development and significantly increase operating costs. Unfriendly policies have led many large EPC companies to consider leaving. How can Taiwan reverse this situation?
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operating costs 在 貓的成長美股異想世界 Facebook 的最讚貼文
🌻Etsy.com(ETSY)今天盤後發表財報了, 盤後跌了10%.
疫情發生時, 它讓一些人可以有新工作or額外收入. 美國是個創業精神很強烈的國家, 這個網站也讓一些人的夢想可以實現. 網站的商品也相當多元, 沒想到的東西上面都可能有賣(我曾經在上面找過尤加利葉花圈, 以及可以客製化的書桌).
Anyway. 我希望對電商有興趣的讀者, 可以好好趁這個機會研究一下這家公司.
#ETSY 財報官方新聞稿
https://s22.q4cdn.com/941741262/files/doc_financials/2021/q1/Exhibit-99.1-Q1-2021.pdf
https://www.cnbc.com/2021/05/05/etsy-slides-more-than-9percent-after-it-warns-of-slowing-growth.html
🌻今天的大新聞之一, 就是Peloton將他們的跑步機做recall了.
查了一下YouTube, 他們的機器好像很容易翹起來(01:19那邊):
https://www.youtube.com/watch?v=S-fRP3U-nFA
這是另外一個影片, 還好小孩後來爬出來了(Thank God!)(有點恐怖)
https://www.youtube.com/watch?v=onXNnlCYJ4Y
有些投資人喜歡趁公司出了事, 去低接個股, 可是我好幾次的經驗是, 不好的事件有一就有二, 會接連地打擊股價. 如果不怕的話是沒關係, 反正之後都會漲回來, 但這又牽涉到, 錢要卡在那邊多久的議題了. 供參.
🌻行為科學家說, 我們在解決問題的時候, 常會用加法, 不是減法. 所以作者給投資人的建議: 在買股票的時候, 問自己, "要買甚麼? 賣甚麼?"而不是只想著買買買.
The question you should always ask yourself isn’t “What should I buy?” but rather, “What should I buy or sell?” Better yet, instead of asking how you can improve your portfolio, ask how you can streamline it.
https://www.wsj.com/articles/how-to-keep-your-cool-when-markets-are-sizzling-11619190301
🌻Jessica Alba(潔西卡阿芭)創立的The Honest Company今天上市了. 這家公司的產品標榜無毒, 也在大通路如Costco, Target有鋪貨. 有興趣的讀者可以研究看看.
https://www.cnbc.com/2021/04/09/jessica-albas-honest-company-files-for-ipo.html
https://news.sina.com.tw/article/20210505/38454788.html
🌻FireTV與Roku TV的市佔率
前陣子Amazon發表財報, 其中最引起我注意的, 是他們Prime Video串流媒體的成長速度, 因為我最近也常用Prime Video看影片, 影片量多的令我印象深刻.
"因為在家中的消費者依靠線上娛樂,亞馬遜執行長貝佐斯 (Jeff Bezos) 在聲明表示:「隨著 Prime Video 步入第 10 年,過去一年有超過 1.75 億的 Prime 會員在串流媒體上觀看節目和電影,串流媒體播放時間年增 70% 以上,而 AWS 也在短短 15 年快速成長,獲得許多大企業的青睞。」" (新聞來源: https://news.cnyes.com/news/id/4636114)
心血來潮, 找了一下FireTV的市佔率, 沒想到在Q4成長驚人(請見下圖一)
🌻上週提到, 晶片短缺, 可以考慮買車零件(auto parts)的零售業. WSJ也有同樣的看法:
https://www.wsj.com/articles/auto-parts-retailers-still-have-room-to-run-11619718748
🌻好文: Why the Chip Shortage Is So Hard to Overcome
https://www.wsj.com/articles/why-the-chip-shortage-is-so-hard-to-overcome-11618844905
"Auto makers are among the buyers that have felt the shortage most acutely, as cars need more semiconductors than ever before. Electronics made up more than 40% of a car’s total cost in 2017, doubling from that in 2007, according to consulting firm Deloitte."
"Their use is expected to grow, along with costs. German auto-chip maker Infineon Technologies AG said it expects the cost of chips in autonomous vehicles to jump to about $1,200 by 2030 from about $170 currently required for “Level 2” vehicles, or partly automated cars."
Pictures來源:
https://www.mediaplaynews.com/report-samsung-tizen-smart-tvs-top-global-streaming-operating-systems/?hilite=%27David%27%2C%27Watkins%27
https://www.mediaplaynews.com/report-amazon-topped-roku-in-q4-streaming-media-device-sales/?hilite=%27David%27%2C%27Watkins%27
operating costs 在 The Logistics Behind a $12.5 Million Aquarium Exhibit 的推薦與評價
The National Aquarium in Baltimore says it spends $45 million in annual operating costs on important upkeep like dive cleaning, ... ... <看更多>