JacobYC
02-26
AMD将其收购之后，除了得到服务器设计技术、经验和团队，也得到了其位于新泽西州、得克萨斯州的服务器制造工厂。
现在工厂能 40 亿卖掉，相当于 9 亿买了一个可以和英伟达匹配设计团队
40亿美元！AMD刚买AI服务器工厂又卖掉 台湾四巨头抢破头
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。
分享至
微信
复制链接
精彩评论
150个W本金
02-26
150个W本金
老哥 这么算对吗
清吉
:
这么说，也还挺赚。实体资产amd没必要拿在手上。
什么也没有了～
APP内打开
发表看法
2
1
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":407594054992088,"tweetId":"407594054992088","gmtCreate":1740529201085,"gmtModify":1740529203432,"author":{"id":4128768379592332,"idStr":"4128768379592332","authorId":4128768379592332,"authorIdStr":"4128768379592332","name":"JacobYC","avatar":"https://static.tigerbbs.com/73a5f3c88518ff2321ad1be26aa07eb1","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":9,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":2,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body><p>AMD将其收购之后，除了得到服务器设计技术、经验和团队，也得到了其位于新泽西州、得克萨斯州的服务器制造工厂。</p>\n<p>现在工厂能 40 亿卖掉，相当于 9 亿买了一个可以和英伟达匹配设计团队</p></body></html>","htmlText":"<html><head></head><body><p>AMD将其收购之后，除了得到服务器设计技术、经验和团队，也得到了其位于新泽西州、得克萨斯州的服务器制造工厂。</p>\n<p>现在工厂能 40 亿卖掉，相当于 9 亿买了一个可以和英伟达匹配设计团队</p></body></html>","text":"AMD将其收购之后，除了得到服务器设计技术、经验和团队，也得到了其位于新泽西州、得克萨斯州的服务器制造工厂。 现在工厂能 40 亿卖掉，相当于 9 亿买了一个可以和英伟达匹配设计团队","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/407594054992088","repostId":2513676376,"repostType":2,"repost":{"id":"2513676376","kind":"news","pubTimestamp":1740323851,"share":"https://www.laohu8.com/m/news/2513676376?lang=&edition=full","pubTime":"2025-02-23 23:17","market":"hk","language":"zh","title":"40亿美元！AMD刚买AI服务器工厂又卖掉 台湾四巨头抢破头","url":"https://stock-news.laohu8.com/highlight/detail?id=2513676376","media":"驱动之家","summary":"但是，AMD无意以服务器制造商、供应商的身份出现，这会与其合作伙伴形成直接竞争关系，因此想把工厂资产卖掉。目前，AMD正在与潜在收购者谈判，仁宝、英业达、和硕、纬创这四大中国台湾服务器巨头都有意将其拿下，但不清楚是否已经达成最终协议。包含债务在内，这笔交易的总价值应该在30-40亿美元，对于AMD来说是个非常不错的价格。","content":"<html><body><p>快科技2月23日消息，2024年8月，AMD斥资49亿美元(约合350亿元人民币)，收购了服务器制造商ZT Systems，加强与NVIDIA的竞争力。</p><p>ZT Systems一直是英业达的AI服务器供应商，AMD将其收购之后，除了得到服务器设计技术、经验和团队，也得到了其位于新泽西州、得克萨斯州的服务器制造工厂。</p><p>但是，AMD无意以服务器制造商、供应商的身份出现，这会与其合作伙伴形成直接竞争关系，因此想把工厂资产卖掉。</p><p>目前，AMD正在与潜在收购者谈判，仁宝、英业达、和硕、纬创这四大中国台湾服务器巨头都有意将其拿下，但不清楚是否已经达成最终协议。</p><p>包含债务在内，这笔交易的总价值应该在30-40亿美元，对于AMD来说是个非常不错的价格。</p><p>如果谈判成功，这笔交易最早会在第二季度宣布。</p><p><img src=\"https://x0.ifengimg.com/res/2025/887F850153438B9EC7D9E53B1D570E57ECB36B52_size448_w600_h337.png\"/></p></body></html>","source":"fenghuang_stock","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>40亿美元！AMD刚买AI服务器工厂又卖掉 台湾四巨头抢破头</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\">\n40亿美元！AMD刚买AI服务器工厂又卖掉 台湾四巨头抢破头\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-23 23:17 北京时间 <a href=https://tech.ifeng.com/c/8hDXlGNnj5o><strong>驱动之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技2月23日消息，2024年8月，AMD斥资49亿美元(约合350亿元人民币)，收购了服务器制造商ZT Systems，加强与NVIDIA的竞争力。ZT Systems一直是英业达的AI服务器供应商，AMD将其收购之后，除了得到服务器设计技术、经验和团队，也得到了其位于新泽西州、得克萨斯州的服务器制造工厂。但是，AMD无意以服务器制造商、供应商的身份出现，这会与其合作伙伴形成直接竞争关系，因此...</p>\n\n<a href=\"https://tech.ifeng.com/c/8hDXlGNnj5o\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","AMD":"美国超微公司","BK4573":"虚拟现实","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4532":"文艺复兴科技持仓","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","BK4554":"元宇宙及AR概念","BK4512":"苹果概念","BK4543":"AI","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0109392836.USD":"富兰克林科技股A","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","BK4529":"IDC概念","BK4575":"芯片概念","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4566":"资本集团","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4588":"碎股","GFS":"GLOBALFOUNDRIES Inc."},"source_url":"https://tech.ifeng.com/c/8hDXlGNnj5o","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2513676376","content_text":"快科技2月23日消息，2024年8月，AMD斥资49亿美元(约合350亿元人民币)，收购了服务器制造商ZT Systems，加强与NVIDIA的竞争力。ZT Systems一直是英业达的AI服务器供应商，AMD将其收购之后，除了得到服务器设计技术、经验和团队，也得到了其位于新泽西州、得克萨斯州的服务器制造工厂。但是，AMD无意以服务器制造商、供应商的身份出现，这会与其合作伙伴形成直接竞争关系，因此想把工厂资产卖掉。目前，AMD正在与潜在收购者谈判，仁宝、英业达、和硕、纬创这四大中国台湾服务器巨头都有意将其拿下，但不清楚是否已经达成最终协议。包含债务在内，这笔交易的总价值应该在30-40亿美元，对于AMD来说是个非常不错的价格。如果谈判成功，这笔交易最早会在第二季度宣布。","news_type":1,"symbols_score_info":{"AMD":1,"GFS":1}},"isVote":1,"tweetType":1,"viewCount":3278,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["AMD"],"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":160,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":407690231509320,"commentId":"407690231509320","gmtCreate":1740548619245,"gmtModify":1740548623021,"authorId":3553691921143766,"author":{"id":3553691921143766,"idStr":"3553691921143766","authorId":3553691921143766,"name":"150个W本金","avatar":"https://static.tigerbbs.com/a4241350b535a851258ea39da6d61628","vip":1,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.22","exceedPercentage":"93.02%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101},"hat":"https://static.tigerbbs.com/acebb9722806729a38c10fe7cde46b94","crmLevel":9,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":407594054992088,"objectIdStr":"407594054992088","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"老哥 这么算对吗","text":"老哥 这么算对吗","html":"老哥 这么算对吗","likeSize":0,"commentSize":1,"subComments":[{"id":407703121568040,"commentId":"407703121568040","gmtCreate":1740551777840,"gmtModify":1740551782276,"authorId":3584437021776461,"author":{"id":3584437021776461,"idStr":"3584437021776461","authorId":3584437021776461,"name":"清吉","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":407594054992088,"objectIdStr":"407594054992088","type":1,"supId":407690231509320,"supIdStr":"407690231509320","prevId":0,"prevIdStr":"0","content":"这么说，也还挺赚。实体资产amd没必要拿在手上。","text":"这么说，也还挺赚。实体资产amd没必要拿在手上。","html":"这么说，也还挺赚。实体资产amd没必要拿在手上。","disclaimerType":0}],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/407594054992088"}
精彩评论