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SanGuo
2021-04-07
666
The fastest-moving company in the "margin call of the century" was not Goldman Sachs, but Morgan Stanley!
SanGuo
2021-04-01
Go Micron!
Micron Technology and Western Digital are considering acquiring Kioxia, the world's second-largest flash memory manufacturer.
SanGuo
2021-03-27
?
@爱发红包的虎妞:【有獎活動】曬曬你家的國貨！
Go to Tiger App to see more news
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Surprisingly, in this \"hand speed\" battle,<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Snatched it<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>They gained popularity and became the king of early adopters.</p><p><b>CNBC, citing sources familiar with the matter, reported that on March 25, the night before the Archegos margin call became public, Morgan Stanley had already begun selling approximately $5 billion worth of margin call-related stocks to hedge funds.</b></p><p>Sources familiar with the matter said Morgan Stanley sold at a discounted price and told hedge funds it was part of a margin recovery to prevent an unnamed client from going bankrupt.</p><p>This basket of stocks consists of eight companies related to margin calls, including<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>and<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>etc.</p><p>How did Morgan Stanley manage to keep its deals secret?</p><p>Previously, on Friday, March 26, Goldman Sachs was widely reported to have sold $10.5 billion worth of shares in the case by sending emails to clients. On Thursday night, Morgan Stanley had fewer than six hedge fund trading partners, allowing the transactions to be hidden.</p><p>Morgan Stanley's counterparty in this transaction is a branch of hedge funds, sometimes known as \"equity capital markets strategies.\" They usually don't care about the fundamentals of individual stocks. When the discount is large enough, they will buy a large number of stocks from large institutional brokerage firms such as Morgan Stanley, and can usually close out their positions over time.</p><p><b>However, when the Archegos margin call incident became public, things became more complicated: some clients felt cheated by Morgan Stanley.</b></p><p>Because Morgan Stanley didn't even tell hedge funds that this was just the prelude to its sell-off.</p><p>On Thursday night, Bill Hwang, the head of Archegos, convened an emergency meeting of major banks in an attempt to proceed with shipments in an orderly manner.</p><p>Some market analysts pointed out that Morgan Stanley sensed the risk and took the lead, which means that in their view, the probability of Bill Hwang being saved is not high.</p><p>Morgan Stanley \"ripped off\" its teammates, but avoided a huge loss of approximately $10 billion.</p><p><b>Analysts say that as of the end of 2020, Morgan Stanley was the largest holder of the top 10 stocks traded by Archegos, with a total position of approximately $18 billion.</b></p><p>And those who hold a position in Archegos of approximately $10 billion<a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>It ranks second in terms of risk exposure.</p><p>Credit Suisse said on Tuesday that it was severely damaged by the Archego margin call, suffering not only a $4.7 billion loss but also cutting its Dividend and halting share buybacks.</p><p>However, even if hedge funds are unhappy with Morgan Stanley, analysts believe that Morgan Stanley will not lose them because of this—because as a top investment bank in the U.S. technology industry, Morgan Stanley can come up with the hot IPOs they want.</p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The fastest-moving company in the \"margin call of the century\" was not Goldman Sachs, but Morgan Stanley!</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; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe fastest-moving company in the \"margin call of the century\" was not Goldman Sachs, but Morgan Stanley!\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-04-07 16:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Archegos margin call caused major Wall Street banks to operate independently, with some panicking and others secretly advancing their positions. Surprisingly, in this \"hand speed\" battle,<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Snatched it<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>They gained popularity and became the king of early adopters.</p><p><b>CNBC, citing sources familiar with the matter, reported that on March 25, the night before the Archegos margin call became public, Morgan Stanley had already begun selling approximately $5 billion worth of margin call-related stocks to hedge funds.</b></p><p>Sources familiar with the matter said Morgan Stanley sold at a discounted price and told hedge funds it was part of a margin recovery to prevent an unnamed client from going bankrupt.</p><p>This basket of stocks consists of eight companies related to margin calls, including<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>and<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>etc.</p><p>How did Morgan Stanley manage to keep its deals secret?</p><p>Previously, on Friday, March 26, Goldman Sachs was widely reported to have sold $10.5 billion worth of shares in the case by sending emails to clients. On Thursday night, Morgan Stanley had fewer than six hedge fund trading partners, allowing the transactions to be hidden.</p><p>Morgan Stanley's counterparty in this transaction is a branch of hedge funds, sometimes known as \"equity capital markets strategies.\" They usually don't care about the fundamentals of individual stocks. When the discount is large enough, they will buy a large number of stocks from large institutional brokerage firms such as Morgan Stanley, and can usually close out their positions over time.</p><p><b>However, when the Archegos margin call incident became public, things became more complicated: some clients felt cheated by Morgan Stanley.</b></p><p>Because Morgan Stanley didn't even tell hedge funds that this was just the prelude to its sell-off.</p><p>On Thursday night, Bill Hwang, the head of Archegos, convened an emergency meeting of major banks in an attempt to proceed with shipments in an orderly manner.</p><p>Some market analysts pointed out that Morgan Stanley sensed the risk and took the lead, which means that in their view, the probability of Bill Hwang being saved is not high.</p><p>Morgan Stanley \"ripped off\" its teammates, but avoided a huge loss of approximately $10 billion.</p><p><b>Analysts say that as of the end of 2020, Morgan Stanley was the largest holder of the top 10 stocks traded by Archegos, with a total position of approximately $18 billion.</b></p><p>And those who hold a position in Archegos of approximately $10 billion<a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>It ranks second in terms of risk exposure.</p><p>Credit Suisse said on Tuesday that it was severely damaged by the Archego margin call, suffering not only a $4.7 billion loss but also cutting its Dividend and halting share buybacks.</p><p>However, even if hedge funds are unhappy with Morgan Stanley, analysts believe that Morgan Stanley will not lose them because of this—because as a top investment bank in the U.S. technology industry, Morgan Stanley can come up with the hot IPOs they want.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3626708\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4b6684517506a0b0f4c4c5a1c4889261","relate_stocks":{"MS":"摩根士丹利","GS":"高盛"},"source_url":"https://wallstreetcn.com/articles/3626708","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2125688745","content_text":"Archegos爆仓事件使得华尔街各大行各自为战，在作战方式上，有人慌不择路，有人暗度陈仓。让人没想到的是，在这次“比手速”战役中，摩根士丹利抢过了高盛的风头，成了抢跑之王。\nCNBC援引知情人士称，在Archegos爆仓事件公之于众的前一晚——3月25日，摩根士丹利就已开始向对冲基金出售价值约50亿美元的爆仓相关股票。\n知情人士称， 摩根士丹利是以折扣价进行抛售，并告诉对冲基金，这是追缴保证金的一部分，可以防止某位不具名客户的倒闭。\n这一揽子股票由八家爆仓相关公司组成，包括百度和腾讯音乐等。\n摩根士丹利的交易如何做到了秘而不宣？\n此前在3月26日周五，高盛因向客户发送电子邮件，出售价值105亿美元的涉案股票被广泛报道。而周四晚，摩根士丹利的对冲基金交易对象不足六家，使得交易得以隐藏。\n摩根士丹利此次的交易对手是对冲基金的一个分支，有时也被称为“equity capital markets strategies”，他们通常并不在意个股基本面的好坏，当折扣幅度够大，他们会从摩根士丹利等大型机构经纪公司购买大量股票，通常可以随着时间的推移平仓。\n不过，当Archegos爆仓事件被公之于众，事情就不简单了：一些客户感觉被摩根士丹利骗了。\n因为摩根士丹利压根就没告知对冲基金：这只是其抛售狂潮的序曲。\n在周四晚Archegos的掌舵人Bill Hwang召集各大行进行的紧急会议，目的是试图有条不紊地进行出货。\n有市场人士指出，摩根士丹利嗅到风险，并率先抢跑，意味着在其看来，Bill Hwang得救的概率并不大。\n摩根士丹利“坑”了队友，却避免了约100亿美元的巨额亏损。\n分析人士称，截至2020年底，摩根士丹利是Archegos交易的前10只股票的最大持有者，持有的头寸总计约180亿美元。\n而持有Archegos头寸约为100亿美元的瑞士信贷，风险敞口规模排名第二。\n瑞士信贷周二表示，在Archego爆仓事件中元气大伤，不光承受了47亿美元的亏损，还削减了股息，并停止了股票回购。\n不过，即使对冲基金对摩根士丹利感到不满，但在分析人士看来，摩根士丹利并不会因为这件事失去他们——因为作为美国科技行业的顶级投行，摩根士丹利能拿出他们想要的首次公开发行的热门股票。","news_type":1,"symbols_score_info":{"MS":0.9,"GS":0.9}},"isVote":1,"tweetType":1,"viewCount":5397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357145246,"gmtCreate":1617251215685,"gmtModify":1704697821578,"author":{"id":"3571627066348611","authorId":"3571627066348611","name":"SanGuo","avatar":"https://static.tigerbbs.com/2ae7b7834c27e538495b0e677576017b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571627066348611","idStr":"3571627066348611"},"themes":[],"title":"","htmlText":"Go Micron!","listText":"Go Micron!","text":"Go Micron!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/357145246","repostId":"1128264642","repostType":4,"repost":{"id":"1128264642","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":1617231381,"share":"https://ttm.financial/m/news/1128264642?lang=en_US&edition=fundamental","pubTime":"2021-04-01 06:56","market":"us","language":"zh","title":"Micron Technology and Western Digital are considering acquiring Kioxia, the world's second-largest flash memory manufacturer.","url":"https://stock-news.laohu8.com/highlight/detail?id=1128264642","media":"老虎资讯综合","summary":"4月1日讯，据知情人士透露，美光科技以及西部数据，双方都在探索收购日本半导体公司Kioxia的潜在交易，对这家公司的估值可能在300亿美元左右。目前全球对用于智能手机和其他设备的内存芯片的争夺正在升温","content":"<p>April 1st - According to sources,<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>as well as<a href=\"https://laohu8.com/S/WDC\">Western Data</a>Both sides are exploring a potential deal to acquire Japanese semiconductor company Kioxia, which could be valued at around $30 billion. The global competition for memory chips for smartphones and other devices is heating up. The two companies have not yet finalized their acquisition of Kioxia, and it is unclear how the transaction will proceed.</p><p>Some people familiar with the matter said that if a deal is reached, it could be finalized later this spring. Kioxia originally planned an IPO, but the plan was shelved at the end of September due to COVID-19 and market volatility. Sources familiar with the matter said that if Kioxia fails to reach an agreement with one of the companies, it is still possible to conduct an IPO later this year.</p><p>Affected by this news, Western Digital and Micron Technology continued to rise in after-hours trading, rising 7% and 3% respectively.</p><p><img src=\"https://static.tigerbbs.com/da96ca0c54f468872d3f5835c46b2d0c\" tg-width=\"1302\" tg-height=\"653\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/24248028b254fd66a317b032d9c41dfa\" tg-width=\"1302\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p><p>After the US stock market closed on April 1,<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>The company released its second fiscal quarter 2021 results report. The financial report shows that revenue for the second fiscal quarter of 2021 was $6.24 billion, compared to market expectations of $6.214 billion and $4.797 billion in the same period last year; Net income for the second fiscal quarter of 2021 was $603 million, compared to market expectations of $755 million and $405 million in the same period last year; Earnings per share for the second fiscal quarter of 2021 were $0.53, compared to market expectations of $0.67 and $0.36 in the same period last year.</p><p>Operating cash flow for the second fiscal quarter was $3.06 billion, compared to market expectations of $2.61 billion; Adjusted gross margin for the second fiscal quarter was +32.9%, compared to market expectations of +32.4%.</p><p>Third-quarter revenue is expected to be between $6.9 billion and $7.3 billion, compared to market estimates of $6.85 billion.</p><p>Sanjay Mehrotra, President and CEO of Micron Technologies, said: “Micron’s strong performance in the second fiscal quarter reflects a rapidly improving market environment and continued robust execution. We have technological leadership in DRAM and NAND and are well-positioned to deliver new levels of user experience and innovation across data centers and other areas.”</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron Technology and Western Digital are considering acquiring Kioxia, the world's second-largest flash memory manufacturer.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicron Technology and Western Digital are considering acquiring Kioxia, the world's second-largest flash memory manufacturer.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-04-01 06:56</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>April 1st - According to sources,<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>as well as<a href=\"https://laohu8.com/S/WDC\">Western Data</a>Both sides are exploring a potential deal to acquire Japanese semiconductor company Kioxia, which could be valued at around $30 billion. The global competition for memory chips for smartphones and other devices is heating up. The two companies have not yet finalized their acquisition of Kioxia, and it is unclear how the transaction will proceed.</p><p>Some people familiar with the matter said that if a deal is reached, it could be finalized later this spring. Kioxia originally planned an IPO, but the plan was shelved at the end of September due to COVID-19 and market volatility. Sources familiar with the matter said that if Kioxia fails to reach an agreement with one of the companies, it is still possible to conduct an IPO later this year.</p><p>Affected by this news, Western Digital and Micron Technology continued to rise in after-hours trading, rising 7% and 3% respectively.</p><p><img src=\"https://static.tigerbbs.com/da96ca0c54f468872d3f5835c46b2d0c\" tg-width=\"1302\" tg-height=\"653\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/24248028b254fd66a317b032d9c41dfa\" tg-width=\"1302\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p><p>After the US stock market closed on April 1,<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>The company released its second fiscal quarter 2021 results report. The financial report shows that revenue for the second fiscal quarter of 2021 was $6.24 billion, compared to market expectations of $6.214 billion and $4.797 billion in the same period last year; Net income for the second fiscal quarter of 2021 was $603 million, compared to market expectations of $755 million and $405 million in the same period last year; Earnings per share for the second fiscal quarter of 2021 were $0.53, compared to market expectations of $0.67 and $0.36 in the same period last year.</p><p>Operating cash flow for the second fiscal quarter was $3.06 billion, compared to market expectations of $2.61 billion; Adjusted gross margin for the second fiscal quarter was +32.9%, compared to market expectations of +32.4%.</p><p>Third-quarter revenue is expected to be between $6.9 billion and $7.3 billion, compared to market estimates of $6.85 billion.</p><p>Sanjay Mehrotra, President and CEO of Micron Technologies, said: “Micron’s strong performance in the second fiscal quarter reflects a rapidly improving market environment and continued robust execution. We have technological leadership in DRAM and NAND and are well-positioned to deliver new levels of user experience and innovation across data centers and other areas.”</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"MU":"美光科技","WDC":"西部数据"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128264642","content_text":"4月1日讯，据知情人士透露，美光科技以及西部数据，双方都在探索收购日本半导体公司Kioxia的潜在交易，对这家公司的估值可能在300亿美元左右。目前全球对用于智能手机和其他设备的内存芯片的争夺正在升温。目前这两家公司还没有确定对Kioxia的收购，也不清楚交易将如何进行。一些知情人士说，如果达成协议，可能会在今年春季晚些时候敲定。此前Kioxia原本计划进行IPO，但由于新冠肺炎和市场波动，该计划于9月底被搁置。知情人士说，如果Kioxia未能与其中一家公司达成协议，仍有可能在今年晚些时候进行IPO。受此消息影响，西部数据、美光科技盘后持续走高，分别涨7%和3%。4月1日美股盘后，美光科技发布2021财年第二财季业绩报告。财报显示，2021财年第二财季营收62.4亿美元，市场预期62.14亿美元，去年同期47.97亿美元；2021财年第二财季净利润6.03亿美元，市场预期7.55亿美元，去年同期4.05亿美元；2021财年第二财季每股盈利0.53美元，市场预期0.67美元，去年同期0.36美元。第二财季营业现金流30.6亿美元，市场预估26.1亿美元；第二财季经调整毛利率+32.9%，市场预估+32.4%。预计第三财季营收69亿美元至73亿美元，市场预估68.5亿美元。美光科技总裁兼首席执行官Sanjay Mehrotra表示：“美光第二财季的强劲表现反映了快速改善的市场环境和持续稳健的执行力，我们在DRAM和NAND领域具有技术领先优势，并在整个数据中心等提供新的用户体验和创新水平方面处于有利地位。”","news_type":1,"symbols_score_info":{"WDC":0.9,"MU":0.9}},"isVote":1,"tweetType":1,"viewCount":5524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356459020,"gmtCreate":1616809376660,"gmtModify":1704799265289,"author":{"id":"3571627066348611","authorId":"3571627066348611","name":"SanGuo","avatar":"https://static.tigerbbs.com/2ae7b7834c27e538495b0e677576017b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571627066348611","idStr":"3571627066348611"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356459020","repostId":"358168530","repostType":1,"repost":{"id":358168530,"gmtCreate":1616674093516,"gmtModify":1704797216114,"author":{"id":"20722186463466","authorId":"20722186463466","name":"爱发红包的虎妞","avatar":"https://static.tigerbbs.com/acf27be178fbc21279d1959ce5bec4e7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"20722186463466","idStr":"20722186463466"},"themes":[],"title":"【有獎活動】曬曬你家的國貨！","htmlText":"“新疆棉花遭抵制”的事件，想必虎友們都關注到了，HM集團的聲明引發衆怒！目前，電商平臺像淘寶、京東、拼多多等都下架了HM的商品。 隨着事件發酵，和HM持相同立場的優衣庫、耐克、阿迪等等一衆企業也相繼被扒了出來。很多與品牌方有合作的明星表態支持新疆棉花，宋茜、黃軒、王一博等都發了聲明終止合作，不得不說，他們做出了好的表率！ 在中國賺個盆滿鉢溢，卻中傷中國、肆意栽贓，這些企業讓國人們感到相當氣憤！央視點評：這種行爲只會換來中國消費者“自衛”。 確實，情緒轉移到了股價上，A股市場上，美邦服飾等多隻紡織服裝股漲停；港股市場上，李寧、安踏等國產體育品牌被力挺~ 虎友們，是時候了！！ 虎妞準備了小活動【曬曬你家的國貨】，大家可以把自己買過最喜歡/最特別/最有故事的國貨產品曬出來，國貨當自強，還請大家踊躍參加噢！ 【徵集時間】 即日起-3月31日 【參與方式】 在本帖評論區“留言並轉發”即參與活動 選擇發帖子的方式參與活動，主題需選擇\"2021隨手拍\" 參與評選的內容，需包含：國貨照片+名稱/背後的小故事/感悟即可； 【活動獎勵】 一等獎：888虎幣 二等獎：288虎幣 參與獎：88虎幣 【特別說明】 根據圖片的質量，閱讀、轉發、評論、點贊量等綜合評選； 可註明地標配合圖片獲獎機率更高； 嚴禁抄襲、剽竊，一旦發現將取消參賽資格； 活動最終解釋權歸老虎社區所有 <a target=\"_blank\" href=\"https://laohu8.com/S/02331\">$李寧(02331)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/02020\">$安踏體育(02020)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NKE\">$耐克(NKE)$</a>","listText":"“新疆棉花遭抵制”的事件，想必虎友們都關注到了，HM集團的聲明引發衆怒！目前，電商平臺像淘寶、京東、拼多多等都下架了HM的商品。 隨着事件發酵，和HM持相同立場的優衣庫、耐克、阿迪等等一衆企業也相繼被扒了出來。很多與品牌方有合作的明星表態支持新疆棉花，宋茜、黃軒、王一博等都發了聲明終止合作，不得不說，他們做出了好的表率！ 在中國賺個盆滿鉢溢，卻中傷中國、肆意栽贓，這些企業讓國人們感到相當氣憤！央視點評：這種行爲只會換來中國消費者“自衛”。 確實，情緒轉移到了股價上，A股市場上，美邦服飾等多隻紡織服裝股漲停；港股市場上，李寧、安踏等國產體育品牌被力挺~ 虎友們，是時候了！！ 虎妞準備了小活動【曬曬你家的國貨】，大家可以把自己買過最喜歡/最特別/最有故事的國貨產品曬出來，國貨當自強，還請大家踊躍參加噢！ 【徵集時間】 即日起-3月31日 【參與方式】 在本帖評論區“留言並轉發”即參與活動 選擇發帖子的方式參與活動，主題需選擇\"2021隨手拍\" 參與評選的內容，需包含：國貨照片+名稱/背後的小故事/感悟即可； 【活動獎勵】 一等獎：888虎幣 二等獎：288虎幣 參與獎：88虎幣 【特別說明】 根據圖片的質量，閱讀、轉發、評論、點贊量等綜合評選； 可註明地標配合圖片獲獎機率更高； 嚴禁抄襲、剽竊，一旦發現將取消參賽資格； 活動最終解釋權歸老虎社區所有 <a target=\"_blank\" href=\"https://laohu8.com/S/02331\">$李寧(02331)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/02020\">$安踏體育(02020)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NKE\">$耐克(NKE)$</a>","text":"“新疆棉花遭抵制”的事件，想必虎友們都關注到了，HM集團的聲明引發衆怒！目前，電商平臺像淘寶、京東、拼多多等都下架了HM的商品。 隨着事件發酵，和HM持相同立場的優衣庫、耐克、阿迪等等一衆企業也相繼被扒了出來。很多與品牌方有合作的明星表態支持新疆棉花，宋茜、黃軒、王一博等都發了聲明終止合作，不得不說，他們做出了好的表率！ 在中國賺個盆滿鉢溢，卻中傷中國、肆意栽贓，這些企業讓國人們感到相當氣憤！央視點評：這種行爲只會換來中國消費者“自衛”。 確實，情緒轉移到了股價上，A股市場上，美邦服飾等多隻紡織服裝股漲停；港股市場上，李寧、安踏等國產體育品牌被力挺~ 虎友們，是時候了！！ 虎妞準備了小活動【曬曬你家的國貨】，大家可以把自己買過最喜歡/最特別/最有故事的國貨產品曬出來，國貨當自強，還請大家踊躍參加噢！ 【徵集時間】 即日起-3月31日 【參與方式】 在本帖評論區“留言並轉發”即參與活動 選擇發帖子的方式參與活動，主題需選擇\"2021隨手拍\" 參與評選的內容，需包含：國貨照片+名稱/背後的小故事/感悟即可； 【活動獎勵】 一等獎：888虎幣 二等獎：288虎幣 參與獎：88虎幣 【特別說明】 根據圖片的質量，閱讀、轉發、評論、點贊量等綜合評選； 可註明地標配合圖片獲獎機率更高； 嚴禁抄襲、剽竊，一旦發現將取消參賽資格； 活動最終解釋權歸老虎社區所有 $李寧(02331)$ $安踏體育(02020)$ $耐克(NKE)$","images":[{"img":"https://static.tigerbbs.com/cb657e2e56ac55fa1d3fe7ad5822e1f1","width":"619","height":"466"},{"img":"https://static.tigerbbs.com/3039026bcbcbeb3d827df9d14b97491c","width":"554","height":"162"},{"img":"https://static.tigerbbs.com/f8dac1df2d4ee1834725be36eace6118","width":"554","height":"318"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/358168530","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":341372695,"gmtCreate":1617787579117,"gmtModify":1704703128123,"author":{"id":"3571627066348611","authorId":"3571627066348611","name":"SanGuo","avatar":"https://static.tigerbbs.com/2ae7b7834c27e538495b0e677576017b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571627066348611","idStr":"3571627066348611"},"themes":[],"title":"","htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/341372695","repostId":"2125688745","repostType":4,"repost":{"id":"2125688745","kind":"highlight","pubTimestamp":1617785437,"share":"https://ttm.financial/m/news/2125688745?lang=en_US&edition=fundamental","pubTime":"2021-04-07 16:50","market":"us","language":"zh","title":"The fastest-moving company in the \"margin call of the century\" was not Goldman Sachs, but Morgan Stanley!","url":"https://stock-news.laohu8.com/highlight/detail?id=2125688745","media":"华尔街见闻","summary":"Archegos爆仓事件使得华尔街各大行各自为战，在作战方式上，有人慌不择路，有人暗度陈仓。让人没想到的是，在这次“比手速”战役中，摩根士丹利抢过了高盛的风头，成了抢跑之王。\nCNBC援引知情人士称，","content":"<p>The Archegos margin call caused major Wall Street banks to operate independently, with some panicking and others secretly advancing their positions. Surprisingly, in this \"hand speed\" battle,<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Snatched it<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>They gained popularity and became the king of early adopters.</p><p><b>CNBC, citing sources familiar with the matter, reported that on March 25, the night before the Archegos margin call became public, Morgan Stanley had already begun selling approximately $5 billion worth of margin call-related stocks to hedge funds.</b></p><p>Sources familiar with the matter said Morgan Stanley sold at a discounted price and told hedge funds it was part of a margin recovery to prevent an unnamed client from going bankrupt.</p><p>This basket of stocks consists of eight companies related to margin calls, including<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>and<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>etc.</p><p>How did Morgan Stanley manage to keep its deals secret?</p><p>Previously, on Friday, March 26, Goldman Sachs was widely reported to have sold $10.5 billion worth of shares in the case by sending emails to clients. On Thursday night, Morgan Stanley had fewer than six hedge fund trading partners, allowing the transactions to be hidden.</p><p>Morgan Stanley's counterparty in this transaction is a branch of hedge funds, sometimes known as \"equity capital markets strategies.\" They usually don't care about the fundamentals of individual stocks. When the discount is large enough, they will buy a large number of stocks from large institutional brokerage firms such as Morgan Stanley, and can usually close out their positions over time.</p><p><b>However, when the Archegos margin call incident became public, things became more complicated: some clients felt cheated by Morgan Stanley.</b></p><p>Because Morgan Stanley didn't even tell hedge funds that this was just the prelude to its sell-off.</p><p>On Thursday night, Bill Hwang, the head of Archegos, convened an emergency meeting of major banks in an attempt to proceed with shipments in an orderly manner.</p><p>Some market analysts pointed out that Morgan Stanley sensed the risk and took the lead, which means that in their view, the probability of Bill Hwang being saved is not high.</p><p>Morgan Stanley \"ripped off\" its teammates, but avoided a huge loss of approximately $10 billion.</p><p><b>Analysts say that as of the end of 2020, Morgan Stanley was the largest holder of the top 10 stocks traded by Archegos, with a total position of approximately $18 billion.</b></p><p>And those who hold a position in Archegos of approximately $10 billion<a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>It ranks second in terms of risk exposure.</p><p>Credit Suisse said on Tuesday that it was severely damaged by the Archego margin call, suffering not only a $4.7 billion loss but also cutting its Dividend and halting share buybacks.</p><p>However, even if hedge funds are unhappy with Morgan Stanley, analysts believe that Morgan Stanley will not lose them because of this—because as a top investment bank in the U.S. technology industry, Morgan Stanley can come up with the hot IPOs they want.</p>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>The fastest-moving company in the \"margin call of the century\" was not Goldman Sachs, but Morgan Stanley!</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nThe fastest-moving company in the \"margin call of the century\" was not Goldman Sachs, but Morgan Stanley!\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">华尔街见闻</strong><span class=\"h-time small\">2021-04-07 16:50</span>\n</p>\n</h4>\n</header>\n<article>\n<p>The Archegos margin call caused major Wall Street banks to operate independently, with some panicking and others secretly advancing their positions. Surprisingly, in this \"hand speed\" battle,<a href=\"https://laohu8.com/S/MS\">Morgan Stanley</a>Snatched it<a href=\"https://laohu8.com/S/GS\">Goldman Sachs</a>They gained popularity and became the king of early adopters.</p><p><b>CNBC, citing sources familiar with the matter, reported that on March 25, the night before the Archegos margin call became public, Morgan Stanley had already begun selling approximately $5 billion worth of margin call-related stocks to hedge funds.</b></p><p>Sources familiar with the matter said Morgan Stanley sold at a discounted price and told hedge funds it was part of a margin recovery to prevent an unnamed client from going bankrupt.</p><p>This basket of stocks consists of eight companies related to margin calls, including<a href=\"https://laohu8.com/S/BIDU\">Baidu</a>and<a href=\"https://laohu8.com/S/TME\">Tencent Music</a>etc.</p><p>How did Morgan Stanley manage to keep its deals secret?</p><p>Previously, on Friday, March 26, Goldman Sachs was widely reported to have sold $10.5 billion worth of shares in the case by sending emails to clients. On Thursday night, Morgan Stanley had fewer than six hedge fund trading partners, allowing the transactions to be hidden.</p><p>Morgan Stanley's counterparty in this transaction is a branch of hedge funds, sometimes known as \"equity capital markets strategies.\" They usually don't care about the fundamentals of individual stocks. When the discount is large enough, they will buy a large number of stocks from large institutional brokerage firms such as Morgan Stanley, and can usually close out their positions over time.</p><p><b>However, when the Archegos margin call incident became public, things became more complicated: some clients felt cheated by Morgan Stanley.</b></p><p>Because Morgan Stanley didn't even tell hedge funds that this was just the prelude to its sell-off.</p><p>On Thursday night, Bill Hwang, the head of Archegos, convened an emergency meeting of major banks in an attempt to proceed with shipments in an orderly manner.</p><p>Some market analysts pointed out that Morgan Stanley sensed the risk and took the lead, which means that in their view, the probability of Bill Hwang being saved is not high.</p><p>Morgan Stanley \"ripped off\" its teammates, but avoided a huge loss of approximately $10 billion.</p><p><b>Analysts say that as of the end of 2020, Morgan Stanley was the largest holder of the top 10 stocks traded by Archegos, with a total position of approximately $18 billion.</b></p><p>And those who hold a position in Archegos of approximately $10 billion<a href=\"https://laohu8.com/S/CS\">Credit Suisse</a>It ranks second in terms of risk exposure.</p><p>Credit Suisse said on Tuesday that it was severely damaged by the Archego margin call, suffering not only a $4.7 billion loss but also cutting its Dividend and halting share buybacks.</p><p>However, even if hedge funds are unhappy with Morgan Stanley, analysts believe that Morgan Stanley will not lose them because of this—because as a top investment bank in the U.S. technology industry, Morgan Stanley can come up with the hot IPOs they want.</p>\n<div class=\"bt-text\">\n\n\n<p> source：<a href=\"https://wallstreetcn.com/articles/3626708\">华尔街见闻</a></p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4b6684517506a0b0f4c4c5a1c4889261","relate_stocks":{"MS":"摩根士丹利","GS":"高盛"},"source_url":"https://wallstreetcn.com/articles/3626708","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2125688745","content_text":"Archegos爆仓事件使得华尔街各大行各自为战，在作战方式上，有人慌不择路，有人暗度陈仓。让人没想到的是，在这次“比手速”战役中，摩根士丹利抢过了高盛的风头，成了抢跑之王。\nCNBC援引知情人士称，在Archegos爆仓事件公之于众的前一晚——3月25日，摩根士丹利就已开始向对冲基金出售价值约50亿美元的爆仓相关股票。\n知情人士称， 摩根士丹利是以折扣价进行抛售，并告诉对冲基金，这是追缴保证金的一部分，可以防止某位不具名客户的倒闭。\n这一揽子股票由八家爆仓相关公司组成，包括百度和腾讯音乐等。\n摩根士丹利的交易如何做到了秘而不宣？\n此前在3月26日周五，高盛因向客户发送电子邮件，出售价值105亿美元的涉案股票被广泛报道。而周四晚，摩根士丹利的对冲基金交易对象不足六家，使得交易得以隐藏。\n摩根士丹利此次的交易对手是对冲基金的一个分支，有时也被称为“equity capital markets strategies”，他们通常并不在意个股基本面的好坏，当折扣幅度够大，他们会从摩根士丹利等大型机构经纪公司购买大量股票，通常可以随着时间的推移平仓。\n不过，当Archegos爆仓事件被公之于众，事情就不简单了：一些客户感觉被摩根士丹利骗了。\n因为摩根士丹利压根就没告知对冲基金：这只是其抛售狂潮的序曲。\n在周四晚Archegos的掌舵人Bill Hwang召集各大行进行的紧急会议，目的是试图有条不紊地进行出货。\n有市场人士指出，摩根士丹利嗅到风险，并率先抢跑，意味着在其看来，Bill Hwang得救的概率并不大。\n摩根士丹利“坑”了队友，却避免了约100亿美元的巨额亏损。\n分析人士称，截至2020年底，摩根士丹利是Archegos交易的前10只股票的最大持有者，持有的头寸总计约180亿美元。\n而持有Archegos头寸约为100亿美元的瑞士信贷，风险敞口规模排名第二。\n瑞士信贷周二表示，在Archego爆仓事件中元气大伤，不光承受了47亿美元的亏损，还削减了股息，并停止了股票回购。\n不过，即使对冲基金对摩根士丹利感到不满，但在分析人士看来，摩根士丹利并不会因为这件事失去他们——因为作为美国科技行业的顶级投行，摩根士丹利能拿出他们想要的首次公开发行的热门股票。","news_type":1,"symbols_score_info":{"MS":0.9,"GS":0.9}},"isVote":1,"tweetType":1,"viewCount":5397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357145246,"gmtCreate":1617251215685,"gmtModify":1704697821578,"author":{"id":"3571627066348611","authorId":"3571627066348611","name":"SanGuo","avatar":"https://static.tigerbbs.com/2ae7b7834c27e538495b0e677576017b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571627066348611","idStr":"3571627066348611"},"themes":[],"title":"","htmlText":"Go Micron!","listText":"Go Micron!","text":"Go Micron!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/357145246","repostId":"1128264642","repostType":4,"repost":{"id":"1128264642","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":1617231381,"share":"https://ttm.financial/m/news/1128264642?lang=en_US&edition=fundamental","pubTime":"2021-04-01 06:56","market":"us","language":"zh","title":"Micron Technology and Western Digital are considering acquiring Kioxia, the world's second-largest flash memory manufacturer.","url":"https://stock-news.laohu8.com/highlight/detail?id=1128264642","media":"老虎资讯综合","summary":"4月1日讯，据知情人士透露，美光科技以及西部数据，双方都在探索收购日本半导体公司Kioxia的潜在交易，对这家公司的估值可能在300亿美元左右。目前全球对用于智能手机和其他设备的内存芯片的争夺正在升温","content":"<p>April 1st - According to sources,<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>as well as<a href=\"https://laohu8.com/S/WDC\">Western Data</a>Both sides are exploring a potential deal to acquire Japanese semiconductor company Kioxia, which could be valued at around $30 billion. The global competition for memory chips for smartphones and other devices is heating up. The two companies have not yet finalized their acquisition of Kioxia, and it is unclear how the transaction will proceed.</p><p>Some people familiar with the matter said that if a deal is reached, it could be finalized later this spring. Kioxia originally planned an IPO, but the plan was shelved at the end of September due to COVID-19 and market volatility. Sources familiar with the matter said that if Kioxia fails to reach an agreement with one of the companies, it is still possible to conduct an IPO later this year.</p><p>Affected by this news, Western Digital and Micron Technology continued to rise in after-hours trading, rising 7% and 3% respectively.</p><p><img src=\"https://static.tigerbbs.com/da96ca0c54f468872d3f5835c46b2d0c\" tg-width=\"1302\" tg-height=\"653\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/24248028b254fd66a317b032d9c41dfa\" tg-width=\"1302\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p><p>After the US stock market closed on April 1,<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>The company released its second fiscal quarter 2021 results report. The financial report shows that revenue for the second fiscal quarter of 2021 was $6.24 billion, compared to market expectations of $6.214 billion and $4.797 billion in the same period last year; Net income for the second fiscal quarter of 2021 was $603 million, compared to market expectations of $755 million and $405 million in the same period last year; Earnings per share for the second fiscal quarter of 2021 were $0.53, compared to market expectations of $0.67 and $0.36 in the same period last year.</p><p>Operating cash flow for the second fiscal quarter was $3.06 billion, compared to market expectations of $2.61 billion; Adjusted gross margin for the second fiscal quarter was +32.9%, compared to market expectations of +32.4%.</p><p>Third-quarter revenue is expected to be between $6.9 billion and $7.3 billion, compared to market estimates of $6.85 billion.</p><p>Sanjay Mehrotra, President and CEO of Micron Technologies, said: “Micron’s strong performance in the second fiscal quarter reflects a rapidly improving market environment and continued robust execution. We have technological leadership in DRAM and NAND and are well-positioned to deliver new levels of user experience and innovation across data centers and other areas.”</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Micron Technology and Western Digital are considering acquiring Kioxia, the world's second-largest flash memory manufacturer.</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nMicron Technology and Western Digital are considering acquiring Kioxia, the world's second-largest flash memory manufacturer.\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time smaller\">2021-04-01 06:56</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>April 1st - According to sources,<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>as well as<a href=\"https://laohu8.com/S/WDC\">Western Data</a>Both sides are exploring a potential deal to acquire Japanese semiconductor company Kioxia, which could be valued at around $30 billion. The global competition for memory chips for smartphones and other devices is heating up. The two companies have not yet finalized their acquisition of Kioxia, and it is unclear how the transaction will proceed.</p><p>Some people familiar with the matter said that if a deal is reached, it could be finalized later this spring. Kioxia originally planned an IPO, but the plan was shelved at the end of September due to COVID-19 and market volatility. Sources familiar with the matter said that if Kioxia fails to reach an agreement with one of the companies, it is still possible to conduct an IPO later this year.</p><p>Affected by this news, Western Digital and Micron Technology continued to rise in after-hours trading, rising 7% and 3% respectively.</p><p><img src=\"https://static.tigerbbs.com/da96ca0c54f468872d3f5835c46b2d0c\" tg-width=\"1302\" tg-height=\"653\" referrerpolicy=\"no-referrer\"><img src=\"https://static.tigerbbs.com/24248028b254fd66a317b032d9c41dfa\" tg-width=\"1302\" tg-height=\"653\" referrerpolicy=\"no-referrer\"></p><p>After the US stock market closed on April 1,<a href=\"https://laohu8.com/S/MU\">Micron Technology</a>The company released its second fiscal quarter 2021 results report. The financial report shows that revenue for the second fiscal quarter of 2021 was $6.24 billion, compared to market expectations of $6.214 billion and $4.797 billion in the same period last year; Net income for the second fiscal quarter of 2021 was $603 million, compared to market expectations of $755 million and $405 million in the same period last year; Earnings per share for the second fiscal quarter of 2021 were $0.53, compared to market expectations of $0.67 and $0.36 in the same period last year.</p><p>Operating cash flow for the second fiscal quarter was $3.06 billion, compared to market expectations of $2.61 billion; Adjusted gross margin for the second fiscal quarter was +32.9%, compared to market expectations of +32.4%.</p><p>Third-quarter revenue is expected to be between $6.9 billion and $7.3 billion, compared to market estimates of $6.85 billion.</p><p>Sanjay Mehrotra, President and CEO of Micron Technologies, said: “Micron’s strong performance in the second fiscal quarter reflects a rapidly improving market environment and continued robust execution. We have technological leadership in DRAM and NAND and are well-positioned to deliver new levels of user experience and innovation across data centers and other areas.”</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"MU":"美光科技","WDC":"西部数据"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128264642","content_text":"4月1日讯，据知情人士透露，美光科技以及西部数据，双方都在探索收购日本半导体公司Kioxia的潜在交易，对这家公司的估值可能在300亿美元左右。目前全球对用于智能手机和其他设备的内存芯片的争夺正在升温。目前这两家公司还没有确定对Kioxia的收购，也不清楚交易将如何进行。一些知情人士说，如果达成协议，可能会在今年春季晚些时候敲定。此前Kioxia原本计划进行IPO，但由于新冠肺炎和市场波动，该计划于9月底被搁置。知情人士说，如果Kioxia未能与其中一家公司达成协议，仍有可能在今年晚些时候进行IPO。受此消息影响，西部数据、美光科技盘后持续走高，分别涨7%和3%。4月1日美股盘后，美光科技发布2021财年第二财季业绩报告。财报显示，2021财年第二财季营收62.4亿美元，市场预期62.14亿美元，去年同期47.97亿美元；2021财年第二财季净利润6.03亿美元，市场预期7.55亿美元，去年同期4.05亿美元；2021财年第二财季每股盈利0.53美元，市场预期0.67美元，去年同期0.36美元。第二财季营业现金流30.6亿美元，市场预估26.1亿美元；第二财季经调整毛利率+32.9%，市场预估+32.4%。预计第三财季营收69亿美元至73亿美元，市场预估68.5亿美元。美光科技总裁兼首席执行官Sanjay Mehrotra表示：“美光第二财季的强劲表现反映了快速改善的市场环境和持续稳健的执行力，我们在DRAM和NAND领域具有技术领先优势，并在整个数据中心等提供新的用户体验和创新水平方面处于有利地位。”","news_type":1,"symbols_score_info":{"WDC":0.9,"MU":0.9}},"isVote":1,"tweetType":1,"viewCount":5524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":356459020,"gmtCreate":1616809376660,"gmtModify":1704799265289,"author":{"id":"3571627066348611","authorId":"3571627066348611","name":"SanGuo","avatar":"https://static.tigerbbs.com/2ae7b7834c27e538495b0e677576017b","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3571627066348611","idStr":"3571627066348611"},"themes":[],"title":"","htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/356459020","repostId":"358168530","repostType":1,"repost":{"id":358168530,"gmtCreate":1616674093516,"gmtModify":1704797216114,"author":{"id":"20722186463466","authorId":"20722186463466","name":"爱发红包的虎妞","avatar":"https://static.tigerbbs.com/acf27be178fbc21279d1959ce5bec4e7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"20722186463466","idStr":"20722186463466"},"themes":[],"title":"【有獎活動】曬曬你家的國貨！","htmlText":"“新疆棉花遭抵制”的事件，想必虎友們都關注到了，HM集團的聲明引發衆怒！目前，電商平臺像淘寶、京東、拼多多等都下架了HM的商品。 隨着事件發酵，和HM持相同立場的優衣庫、耐克、阿迪等等一衆企業也相繼被扒了出來。很多與品牌方有合作的明星表態支持新疆棉花，宋茜、黃軒、王一博等都發了聲明終止合作，不得不說，他們做出了好的表率！ 在中國賺個盆滿鉢溢，卻中傷中國、肆意栽贓，這些企業讓國人們感到相當氣憤！央視點評：這種行爲只會換來中國消費者“自衛”。 確實，情緒轉移到了股價上，A股市場上，美邦服飾等多隻紡織服裝股漲停；港股市場上，李寧、安踏等國產體育品牌被力挺~ 虎友們，是時候了！！ 虎妞準備了小活動【曬曬你家的國貨】，大家可以把自己買過最喜歡/最特別/最有故事的國貨產品曬出來，國貨當自強，還請大家踊躍參加噢！ 【徵集時間】 即日起-3月31日 【參與方式】 在本帖評論區“留言並轉發”即參與活動 選擇發帖子的方式參與活動，主題需選擇\"2021隨手拍\" 參與評選的內容，需包含：國貨照片+名稱/背後的小故事/感悟即可； 【活動獎勵】 一等獎：888虎幣 二等獎：288虎幣 參與獎：88虎幣 【特別說明】 根據圖片的質量，閱讀、轉發、評論、點贊量等綜合評選； 可註明地標配合圖片獲獎機率更高； 嚴禁抄襲、剽竊，一旦發現將取消參賽資格； 活動最終解釋權歸老虎社區所有 <a target=\"_blank\" href=\"https://laohu8.com/S/02331\">$李寧(02331)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/02020\">$安踏體育(02020)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NKE\">$耐克(NKE)$</a>","listText":"“新疆棉花遭抵制”的事件，想必虎友們都關注到了，HM集團的聲明引發衆怒！目前，電商平臺像淘寶、京東、拼多多等都下架了HM的商品。 隨着事件發酵，和HM持相同立場的優衣庫、耐克、阿迪等等一衆企業也相繼被扒了出來。很多與品牌方有合作的明星表態支持新疆棉花，宋茜、黃軒、王一博等都發了聲明終止合作，不得不說，他們做出了好的表率！ 在中國賺個盆滿鉢溢，卻中傷中國、肆意栽贓，這些企業讓國人們感到相當氣憤！央視點評：這種行爲只會換來中國消費者“自衛”。 確實，情緒轉移到了股價上，A股市場上，美邦服飾等多隻紡織服裝股漲停；港股市場上，李寧、安踏等國產體育品牌被力挺~ 虎友們，是時候了！！ 虎妞準備了小活動【曬曬你家的國貨】，大家可以把自己買過最喜歡/最特別/最有故事的國貨產品曬出來，國貨當自強，還請大家踊躍參加噢！ 【徵集時間】 即日起-3月31日 【參與方式】 在本帖評論區“留言並轉發”即參與活動 選擇發帖子的方式參與活動，主題需選擇\"2021隨手拍\" 參與評選的內容，需包含：國貨照片+名稱/背後的小故事/感悟即可； 【活動獎勵】 一等獎：888虎幣 二等獎：288虎幣 參與獎：88虎幣 【特別說明】 根據圖片的質量，閱讀、轉發、評論、點贊量等綜合評選； 可註明地標配合圖片獲獎機率更高； 嚴禁抄襲、剽竊，一旦發現將取消參賽資格； 活動最終解釋權歸老虎社區所有 <a target=\"_blank\" href=\"https://laohu8.com/S/02331\">$李寧(02331)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/02020\">$安踏體育(02020)$</a> <a target=\"_blank\" href=\"https://laohu8.com/S/NKE\">$耐克(NKE)$</a>","text":"“新疆棉花遭抵制”的事件，想必虎友們都關注到了，HM集團的聲明引發衆怒！目前，電商平臺像淘寶、京東、拼多多等都下架了HM的商品。 隨着事件發酵，和HM持相同立場的優衣庫、耐克、阿迪等等一衆企業也相繼被扒了出來。很多與品牌方有合作的明星表態支持新疆棉花，宋茜、黃軒、王一博等都發了聲明終止合作，不得不說，他們做出了好的表率！ 在中國賺個盆滿鉢溢，卻中傷中國、肆意栽贓，這些企業讓國人們感到相當氣憤！央視點評：這種行爲只會換來中國消費者“自衛”。 確實，情緒轉移到了股價上，A股市場上，美邦服飾等多隻紡織服裝股漲停；港股市場上，李寧、安踏等國產體育品牌被力挺~ 虎友們，是時候了！！ 虎妞準備了小活動【曬曬你家的國貨】，大家可以把自己買過最喜歡/最特別/最有故事的國貨產品曬出來，國貨當自強，還請大家踊躍參加噢！ 【徵集時間】 即日起-3月31日 【參與方式】 在本帖評論區“留言並轉發”即參與活動 選擇發帖子的方式參與活動，主題需選擇\"2021隨手拍\" 參與評選的內容，需包含：國貨照片+名稱/背後的小故事/感悟即可； 【活動獎勵】 一等獎：888虎幣 二等獎：288虎幣 參與獎：88虎幣 【特別說明】 根據圖片的質量，閱讀、轉發、評論、點贊量等綜合評選； 可註明地標配合圖片獲獎機率更高； 嚴禁抄襲、剽竊，一旦發現將取消參賽資格； 活動最終解釋權歸老虎社區所有 $李寧(02331)$ $安踏體育(02020)$ $耐克(NKE)$","images":[{"img":"https://static.tigerbbs.com/cb657e2e56ac55fa1d3fe7ad5822e1f1","width":"619","height":"466"},{"img":"https://static.tigerbbs.com/3039026bcbcbeb3d827df9d14b97491c","width":"554","height":"162"},{"img":"https://static.tigerbbs.com/f8dac1df2d4ee1834725be36eace6118","width":"554","height":"318"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/358168530","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":5301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"lives":[]}
