这就有点明抢了吧，台_老虎社区_美港股上老虎 - 老虎社区

这就有点明抢了吧，台积电都听话到骨头都没了还得接受这待遇，英特尔真是名副其实的亲儿子啊，非我族类其心必异，活脱脱一个申公公

英特尔或分拆后与台积电合资设立晶圆代工厂，隔夜股价大涨7%

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":403350695043552,"tweetId":"403350695043552","gmtCreate":1739492663827,"gmtModify":1739492665223,"author":{"id":4111302797871770,"idStr":"4111302797871770","authorId":4111302797871770,"authorIdStr":"4111302797871770","name":"ylin211","avatar":"https://static.tigerbbs.com/00553775bc8dd1785711ed6065ac8206","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":5,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.06.11","exceedPercentage":"80.96%","individualDisplayEnabled":0},"individualDisplayBadges":[],"fanSize":1,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>这就有点明抢了吧，台积电都听话到骨头都没了还得接受这待遇，英特尔真是名副其实的亲儿子啊，非我族类其心必异，活脱脱一个申公公</p></body></html>","htmlText":"<html><head></head><body><p>这就有点明抢了吧，台积电都听话到骨头都没了还得接受这待遇，英特尔真是名副其实的亲儿子啊，非我族类其心必异，活脱脱一个申公公</p></body></html>","text":"这就有点明抢了吧，台积电都听话到骨头都没了还得接受这待遇，英特尔真是名副其实的亲儿子啊，非我族类其心必异，活脱脱一个申公公","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/403350695043552","repostId":2511555095,"repostType":2,"repost":{"id":"2511555095","kind":"news","pubTimestamp":1739411016,"share":"https://www.laohu8.com/m/news/2511555095?lang=&edition=full","pubTime":"2025-02-13 09:43","market":"hk","language":"zh","title":"英特尔或分拆后与台积电合资设立晶圆代工厂，隔夜股价大涨7%","url":"https://stock-news.laohu8.com/highlight/detail?id=2511555095","media":"智通财经","summary":"智通财经APP获悉，英特尔周三备受关注，因为投资公司Baird表示，已从亚洲的供应链中听到了关于其代工部门可能分拆的讨论，台积电可能参与其中。英特尔股价在尾盘一度大涨7%。Gerra对英特尔的评级为“中性”，他补充称，该晶圆厂可能被分拆成一个由台积电和英特尔共同拥有、但由台积电运营的新实体。英特尔没有回应置评请求。台积电拒绝置评。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTC.US)周三备受关注，因为投资公司Baird表示，已从亚洲的供应链中听到了关于其代工部门可能分拆的讨论，<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.US)可能参与其中。英特尔股价在尾盘大涨7%。截至发稿，该股夜盘涨超1%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f970c5c011dedfe38a2aab9248a497fc\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>Baird分析师Tristan Gerra在给客户的一份报告中写道，讨论涉及台积电派遣工程师到英特尔的晶圆厂(计划生产3纳米和2纳米尺寸)，以提高技术水平，并确保英特尔的晶圆厂和后续制造项目可行。</p><p>Gerra对英特尔的评级为“中性”，他补充称，该晶圆厂可能被分拆成一个由台积电和英特尔共同拥有、但由台积电运营的新实体。他补充称，新实体将获得《美国芯片法案》(U.S. CHIPs Act)的资助。</p><p>Gerra在报告中写道：“虽然这个项目还没有得到确认，而且可能需要很长时间才能完成，但我们认为此举是有意义的，可以进一步巩固英特尔前任首席执行官对公司核心竞争力——制造业的关注。”“展望未来，英特尔将受益于显著的现金流缓解，并将专注于未来的设计和平台解决方案，而一个可行的晶圆厂最终可能会吸引关键的无晶圆厂公司，使其能够多元化地进入一个地理可靠的制造模式。”</p><p>英特尔没有回应置评请求。台积电拒绝置评。</p><p>本周早些时候，副总统J.D. Vance表示，最先进的人工智能芯片将在美国制造，这导致英特尔股价大幅上涨。</p></body></html>","source":"stock_zhitongcaijing","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>英特尔或分拆后与台积电合资设立晶圆代工厂，隔夜股价大涨7%</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英特尔或分拆后与台积电合资设立晶圆代工厂，隔夜股价大涨7%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-13 09:43 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1249167.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英特尔(INTC.US)周三备受关注，因为投资公司Baird表示，已从亚洲的供应链中听到了关于其代工部门可能分拆的讨论，台积电(TSM.US)可能参与其中。英特尔股价在尾盘大涨7%。截至发稿，该股夜盘涨超1%。Baird分析师Tristan Gerra在给客户的一份报告中写道，讨论涉及台积电派遣工程师到英特尔的晶圆厂(计划生产3纳米和2纳米尺寸)，以提高技术水平，并确保英特尔的晶圆厂和后续制造项目...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1249167.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"LU1868837722.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"2\" (USD) ACC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","BK4543":"AI","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","BK4526":"热门中概股","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","BK4503":"景林资产持仓","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","INTC":"英特尔","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","BK4535":"淡马锡持仓","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU2663582299.SGD":"BSF BLACKROCK SYSTEMATIC ASIA PACIFIC EQUITY ABSOL \"A2\" (SGDHDG) ACC","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","TSM":"台积电","03145":"华夏亚洲高息股","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","BK4532":"文艺复兴科技持仓","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H"},"source_url":"http://www.zhitongcaijing.com/content/detail/1249167.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2511555095","content_text":"英特尔(INTC.US)周三备受关注，因为投资公司Baird表示，已从亚洲的供应链中听到了关于其代工部门可能分拆的讨论，台积电(TSM.US)可能参与其中。英特尔股价在尾盘大涨7%。截至发稿，该股夜盘涨超1%。Baird分析师Tristan Gerra在给客户的一份报告中写道，讨论涉及台积电派遣工程师到英特尔的晶圆厂(计划生产3纳米和2纳米尺寸)，以提高技术水平，并确保英特尔的晶圆厂和后续制造项目可行。Gerra对英特尔的评级为“中性”，他补充称，该晶圆厂可能被分拆成一个由台积电和英特尔共同拥有、但由台积电运营的新实体。他补充称，新实体将获得《美国芯片法案》(U.S. CHIPs Act)的资助。Gerra在报告中写道：“虽然这个项目还没有得到确认，而且可能需要很长时间才能完成，但我们认为此举是有意义的，可以进一步巩固英特尔前任首席执行官对公司核心竞争力——制造业的关注。”“展望未来，英特尔将受益于显著的现金流缓解，并将专注于未来的设计和平台解决方案，而一个可行的晶圆厂最终可能会吸引关键的无晶圆厂公司，使其能够多元化地进入一个地理可靠的制造模式。”英特尔没有回应置评请求。台积电拒绝置评。本周早些时候，副总统J.D. Vance表示，最先进的人工智能芯片将在美国制造，这导致英特尔股价大幅上涨。","news_type":1,"symbols_score_info":{"03145":0.6,"INTC":1,"TSM":1}},"isVote":1,"tweetType":1,"viewCount":1673,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":118,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/403350695043552"}