金吾财讯 - 老虎社区

最新新闻

09-04 23:38

PayPal（PYPL）跌超3% 因报价不及预期搁置风险投资资产出售计划

PayPal（PYPL）跌超3% 因报价不及预期搁置风险投资资产出售计划

09-04 23:11

Arm Holdings（ARM）反复扬升4.15% 据报正与三星电子联合研发端侧AI芯片

Arm Holdings（ARM）反复扬升4.15% 据报正与三星电子联合研发端侧AI芯片

09-04 23:08

阿里巴巴（BABA）涨0.62% 战略入局低轨卫星千帆星座

阿里巴巴（BABA）涨0.62% 战略入局低轨卫星千帆星座

用户讨论

09-03 21:33

这投行原来目标价7美元，开玩笑

【券商聚焦】Freedom Broker下调蔚来（NIO）评级至“持有” 指三季度业绩指引逊预期

08-28

说说你对这篇新闻的看法...

【特约大V】邓声兴：鹰派加息声浪高涨，恒指或随外围高开后受压

08-14

搞笑

长鑫（CXMT）存储超越腾讯（TCEHY）成为全球最具价值的中国公司

脑残都说自己是分析师

07-30

赛力斯长是脱离供应商控制的效果，加油

智驾概念股持续走高赛力斯（09927）涨6.84% 、比亚迪股份（01211）涨1.92%

07-30

咳，不及预期，有没有想过这几个预期本身就是太高了呢

存储概念股持续疲软兆易创新（03986）跌6.03% SK海力士二季度业绩不及预期

07-28

垃圾公司

中概股盘中普升理想汽车（LI）涨6.46% 外资近期密集唱多中国股市并加码布局

07-27

真是一个鬼故事，你发动机原理搞明白和能造出和丰田一样高可靠内燃机和整个汽车集成的是两个世界的事。。

本土企业推进深紫外光刻机研发美股半导体设备股走低 ASML（ASML）跌7.09%

07-25

摩根士丹利说存储见顶你引用的是sharon kim的报告吗？那已经证实是假消息了哦

存储芯片板块集体回调闪迪(SNDK)跌6.58% 大摩称半导体存储行业狂欢接近拐点

汉堡__chen__GI

07-21

就要抵制他们

小米上调出货目标下游厂商抵制存储涨价并认为价格拐点将至

07-21

不是之前各种做空观点嘛，变得真快

存储概念股悉数上扬闪迪(SNDK)领涨5.65% 大摩维持积极判断并称当前为买入窗口

浪潮上的小舢板

07-17

地瓜机器人是地平线的全资子公司

兆易创新(03986)宣布与地瓜机器人达成合作加速具身智能产业规模化发展

07-16

这个人也就是著名的韭菜跟她的投资收益裤衩子都赔掉了

木头姐日内调仓分化持续加码航天军工减持农业基因标的

07-15

卧槽， amd，英伟达，台积电，特斯拉，google，三星，... 和谁没搞过。把老古董产品线拿出来充数，你认为为啥？

英特尔已与多家科技巨头达成合作，盘前股价上涨2.64% KeyBanc将其目标价提升至155美元

07-13

哈哈哈哈哈哈哈哈哈哈哈哈跟菊花混能有什么好下场

赛力斯(09927)AH股齐挫料中期由盈转亏

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Broker分析师德米特里·波兹尼亚科夫做出了更为谨慎的预测，预计蔚来三季度营收为315亿元，交付量为10.8万辆。同时，该机构将蔚来2026全年的营收预测从1380亿元下调至1230亿元，全年交付量预测也由46.8万辆削减至41.9万辆。不过，尽管下调了评级与业绩预测，分析师波兹尼亚科夫依然肯定了蔚来的市场基本面。他指出，蔚来目前仍保持着强劲的电动汽车出货量增长，且正在积极推广乐道（ONVO）与萤火虫（FIREFLY）两大新品牌。随着未来出货规模进一步扩大，运营费用的规模效应有望得到改善，从而对净利润实现转正提供支撑。总体来看，Freedom Broker认为在交付与营收增速放缓的背景下，蔚来股价在未来12个月内大概率将维持横盘震荡格局。</p></body></html>","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>【券商聚焦】Freedom Broker下调蔚来（NIO）评级至“持有” 指三季度业绩指引逊预期</title>\n<style 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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【券商聚焦】Freedom Broker下调蔚来（NIO）评级至“持有” 指三季度业绩指引逊预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-09-03 21:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 华尔街投行Freedom Broker发布最新研报，将<a href=\"https://laohu8.com/S/09866\">蔚来</a>（NIO）股票评级从“买入”下调至“持有”，并将未来12个月的目标价从7美元大幅砍至4美元。Freedom Broker表示，下调评级的主要原因在于<a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>公布的第三季度业绩指引逊于预期，这在一定程度上表明，公司2026年下半年的营收与交付增速可能出现放缓。财报显示，蔚来2026年第二季度实现营收321亿元人民币（约合47.4亿美元），同比增长69.1%，但低于Freedom Broker原先预期的339亿元；其中车辆销售收入同比增长80.1%至291亿元，二季度交付量同比增长49.4%至10.77万辆。展望第三季度，蔚来官方给出的营收指引中值为337亿元人民币，低于Fact Set汇总的市场普遍预期的360亿元；交付量指引中值则为10.95万辆。针对这一指引，Freedom Broker分析师德米特里·波兹尼亚科夫做出了更为谨慎的预测，预计蔚来三季度营收为315亿元，交付量为10.8万辆。同时，该机构将蔚来2026全年的营收预测从1380亿元下调至1230亿元，全年交付量预测也由46.8万辆削减至41.9万辆。不过，尽管下调了评级与业绩预测，分析师波兹尼亚科夫依然肯定了蔚来的市场基本面。他指出，蔚来目前仍保持着强劲的电动汽车出货量增长，且正在积极推广乐道（ONVO）与萤火虫（FIREFLY）两大新品牌。随着未来出货规模进一步扩大，运营费用的规模效应有望得到改善，从而对净利润实现转正提供支撑。总体来看，Freedom Broker认为在交付与营收增速放缓的背景下，蔚来股价在未来12个月内大概率将维持横盘震荡格局。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/NDk1MmZiNjQzNDA1OTQ5NDMzMQ==.png","relate_stocks":{"NIOG":"2倍做多NIO ETF-Leverage Shares","NIO":"蔚来","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","LU0052750758.USD":"富兰克林中国基金A Acc","BK4531":"中概回港概念","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK4099":"汽车制造商","BK4526":"热门中概股","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","NIO.SI":"蔚来","09866":"蔚来-SW","BK4555":"新能源车","BK4505":"高瓴资本持仓","BK4504":"桥水持仓","BK4588":"碎股","BK4548":"巴美列捷福持仓","BK4574":"无人驾驶","BK4509":"腾讯概念"},"source_url":"305704","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2664872046","content_text":"金吾财讯 | 华尔街投行Freedom Broker发布最新研报，将蔚来（NIO）股票评级从“买入”下调至“持有”，并将未来12个月的目标价从7美元大幅砍至4美元。Freedom Broker表示，下调评级的主要原因在于蔚来公布的第三季度业绩指引逊于预期，这在一定程度上表明，公司2026年下半年的营收与交付增速可能出现放缓。财报显示，蔚来2026年第二季度实现营收321亿元人民币（约合47.4亿美元），同比增长69.1%，但低于Freedom Broker原先预期的339亿元；其中车辆销售收入同比增长80.1%至291亿元，二季度交付量同比增长49.4%至10.77万辆。展望第三季度，蔚来官方给出的营收指引中值为337亿元人民币，低于Fact Set汇总的市场普遍预期的360亿元；交付量指引中值则为10.95万辆。针对这一指引，Freedom Broker分析师德米特里·波兹尼亚科夫做出了更为谨慎的预测，预计蔚来三季度营收为315亿元，交付量为10.8万辆。同时，该机构将蔚来2026全年的营收预测从1380亿元下调至1230亿元，全年交付量预测也由46.8万辆削减至41.9万辆。不过，尽管下调了评级与业绩预测，分析师波兹尼亚科夫依然肯定了蔚来的市场基本面。他指出，蔚来目前仍保持着强劲的电动汽车出货量增长，且正在积极推广乐道（ONVO）与萤火虫（FIREFLY）两大新品牌。随着未来出货规模进一步扩大，运营费用的规模效应有望得到改善，从而对净利润实现转正提供支撑。总体来看，Freedom Broker认为在交付与营收增速放缓的背景下，蔚来股价在未来12个月内大概率将维持横盘震荡格局。","news_type":1,"symbols_score_info":{"NIOG":0.6,"EVS.SI":0.6,"09866":1.95,"NIO":1.95,"NIO.SI":1.95}},"isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601655385297664,"gmtCreate":1787925479348,"gmtModify":1787927664259,"author":{"id":"3508992283720649","authorId":"3508992283720649","name":"dangdangdang","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3508992283720649","idStr":"3508992283720649"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/601655385297664","repostId":"2662030670","repostType":2,"repost":{"id":"2662030670","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1787882256,"share":"https://www.laohunote.com/m/news/2662030670?lang=zh_CN&edition=full","pubTime":"2026-08-28 09:57","market":"hk","language":"zh","title":"【特约大V】邓声兴：鹰派加息声浪高涨，恒指或随外围高开后受压","url":"https://stock-news.laohu8.com/highlight/detail?id=2662030670","media":"金吾财讯","summary":"国指跌43点或0.51%，报8490点。Salesforce上调全年业绩预测并宣布与人工智能初创Anthropic加强合作，股价炒高22.6%，为升幅最大道指成份股。鹰派加息声浪高涨，恒指或随外围高开后受压。华虹宏力华虹宏力8月26日公布2026年中期业绩，销售收入创历史新高达13.78亿美元，按年增长24.5%；母公司拥有人应占利润5,956.8万美元，按年飙升409%。华虹宏力正处于业绩爆发、12英寸产能释放及特色工艺平台持续突破的三重利好交汇点，中线估值重构空间值得跟进。","content":"<html><body><p>金吾财讯 | 恒指周四（27日）收市报25565点，跌87点或0.34%。大市全日成交2335亿元。国指跌43点或0.51%，报8490点。科指跌5点或0.13%，报4620点。<a href=\"https://laohu8.com/S/09888\">百度</a>（09888）9月1日起于联交所转为主要上市，收市升5.3%，报95.75元，为升幅第二大蓝筹。道指周四（27日）收市报53569点，升105点或0.2%。标指弹0.72%，报7730点；纳指上扬1.57%，报26541点；重磅股中，特斯拉（Tesla）股价收市涨2.6%，微软升1.7%，亚马逊则跌1.5%。Salesforce上调全年业绩预测并宣布与人工智能（AI）初创Anthropic加强合作，股价炒高22.6%，为升幅最大道指成份股。与AI基建相关的芯片股造好，英特尔及<a href=\"https://laohu8.com/S/600455\">博通</a>（Broadcom）均抽升约4.4%。网络安全公司CrowdStrike跃升20.5%，Okta飙升28.6%。亚太股市今早（28日）个别走，日经225指数现时报66438点，升306点或0.46%。台湾加权指数指数现时报46544点，升569点或1.24%。鹰派加息声浪高涨，恒指或随外围高开后受压。<a href=\"https://laohu8.com/S/688347\">华虹宏力</a>（01347）<a href=\"https://laohu8.com/S/01347\">华虹宏力</a>8月26日公布2026年中期业绩，销售收入创历史新高达13.78亿美元，按年增长24.5%；母公司拥有人应占利润5,956.8万美元，按年飙升409%。若以人民币口径计，营业收入95.74亿元，同比增19.41%；归母净利润3.99亿元，同比暴增436.69%。盈利爆发式增长主要受惠于产能利用率高企与产品结构优化带动毛利率显着修复——第二季度毛利率达16.5%，超越公司指引上限。更值得留意的是，管理层给出第三季度收入指引7.7至7.8亿美元（按季增7.3%至8.7%），毛利率指引进一步上修至16%至18%，反映景气上行趋势持续巩固。产能建设方面，无锡二期项目（Fab 9）8.3万片月产能所需设备已全部搬入，计划第三季度末达成规划产能目标；收购华力微97.5%股权事项已获中证监同意注册批复，预计第三季度完成交割，并入后将进一步提升12英寸产能并实现工艺平台深度互补。技术研发同样取得突破——40nm eFlash工艺平台实现风险量产，与海外头部客户合作的40nm MCU成功规模量产，新一代小Pitch IGBT平台亦已进入量产阶段。华虹宏力正处于业绩爆发、12英寸产能释放及特色工艺平台持续突破的三重利好交汇点，中线估值重构空间值得跟进。目标价165，止蚀价$105（笔者为证监会持牌人士及笔者未持有上述股份）</p><p>作者：香港股票分析师协会主席邓声兴博士</p></body></html>","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>【特约大V】邓声兴：鹰派加息声浪高涨，恒指或随外围高开后受压</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; 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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【特约大V】邓声兴：鹰派加息声浪高涨，恒指或随外围高开后受压\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-08-28 09:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 恒指周四（27日）收市报25565点，跌87点或0.34%。大市全日成交2335亿元。国指跌43点或0.51%，报8490点。科指跌5点或0.13%，报4620点。<a href=\"https://laohu8.com/S/09888\">百度</a>（09888）9月1日起于联交所转为主要上市，收市升5.3%，报95.75元，为升幅第二大蓝筹。道指周四（27日）收市报53569点，升105点或0.2%。标指弹0.72%，报7730点；纳指上扬1.57%，报26541点；重磅股中，特斯拉（Tesla）股价收市涨2.6%，微软升1.7%，亚马逊则跌1.5%。Salesforce上调全年业绩预测并宣布与人工智能（AI）初创Anthropic加强合作，股价炒高22.6%，为升幅最大道指成份股。与AI基建相关的芯片股造好，英特尔及<a href=\"https://laohu8.com/S/600455\">博通</a>（Broadcom）均抽升约4.4%。网络安全公司CrowdStrike跃升20.5%，Okta飙升28.6%。亚太股市今早（28日）个别走，日经225指数现时报66438点，升306点或0.46%。台湾加权指数指数现时报46544点，升569点或1.24%。鹰派加息声浪高涨，恒指或随外围高开后受压。<a href=\"https://laohu8.com/S/688347\">华虹宏力</a>（01347）<a href=\"https://laohu8.com/S/01347\">华虹宏力</a>8月26日公布2026年中期业绩，销售收入创历史新高达13.78亿美元，按年增长24.5%；母公司拥有人应占利润5,956.8万美元，按年飙升409%。若以人民币口径计，营业收入95.74亿元，同比增19.41%；归母净利润3.99亿元，同比暴增436.69%。盈利爆发式增长主要受惠于产能利用率高企与产品结构优化带动毛利率显着修复——第二季度毛利率达16.5%，超越公司指引上限。更值得留意的是，管理层给出第三季度收入指引7.7至7.8亿美元（按季增7.3%至8.7%），毛利率指引进一步上修至16%至18%，反映景气上行趋势持续巩固。产能建设方面，无锡二期项目（Fab 9）8.3万片月产能所需设备已全部搬入，计划第三季度末达成规划产能目标；收购华力微97.5%股权事项已获中证监同意注册批复，预计第三季度完成交割，并入后将进一步提升12英寸产能并实现工艺平台深度互补。技术研发同样取得突破——40nm eFlash工艺平台实现风险量产，与海外头部客户合作的40nm MCU成功规模量产，新一代小Pitch IGBT平台亦已进入量产阶段。华虹宏力正处于业绩爆发、12英寸产能释放及特色工艺平台持续突破的三重利好交汇点，中线估值重构空间值得跟进。目标价165，止蚀价$105（笔者为证监会持牌人士及笔者未持有上述股份）</p><p>作者：香港股票分析师协会主席邓声兴博士</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20241108/ZTVmMTM1MjM4NjExMzI=.jpg","relate_stocks":{"82800":"盈富基金-R","83115":"安硕恒生指数—R","89888":"百度集团-WR","513600":"恒生指数ETF南方","688347":"华虹宏力","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0320764599.SGD":"FTIF - Templeton China A Acc 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ISF ALL CHINA EQUITY \"A\" (USD) ACC","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) INC"},"source_url":"1989847","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2662030670","content_text":"金吾财讯 | 恒指周四（27日）收市报25565点，跌87点或0.34%。大市全日成交2335亿元。国指跌43点或0.51%，报8490点。科指跌5点或0.13%，报4620点。百度（09888）9月1日起于联交所转为主要上市，收市升5.3%，报95.75元，为升幅第二大蓝筹。道指周四（27日）收市报53569点，升105点或0.2%。标指弹0.72%，报7730点；纳指上扬1.57%，报26541点；重磅股中，特斯拉（Tesla）股价收市涨2.6%，微软升1.7%，亚马逊则跌1.5%。Salesforce上调全年业绩预测并宣布与人工智能（AI）初创Anthropic加强合作，股价炒高22.6%，为升幅最大道指成份股。与AI基建相关的芯片股造好，英特尔及博通（Broadcom）均抽升约4.4%。网络安全公司CrowdStrike跃升20.5%，Okta飙升28.6%。亚太股市今早（28日）个别走，日经225指数现时报66438点，升306点或0.46%。台湾加权指数指数现时报46544点，升569点或1.24%。鹰派加息声浪高涨，恒指或随外围高开后受压。华虹宏力（01347）华虹宏力8月26日公布2026年中期业绩，销售收入创历史新高达13.78亿美元，按年增长24.5%；母公司拥有人应占利润5,956.8万美元，按年飙升409%。若以人民币口径计，营业收入95.74亿元，同比增19.41%；归母净利润3.99亿元，同比暴增436.69%。盈利爆发式增长主要受惠于产能利用率高企与产品结构优化带动毛利率显着修复——第二季度毛利率达16.5%，超越公司指引上限。更值得留意的是，管理层给出第三季度收入指引7.7至7.8亿美元（按季增7.3%至8.7%），毛利率指引进一步上修至16%至18%，反映景气上行趋势持续巩固。产能建设方面，无锡二期项目（Fab 9）8.3万片月产能所需设备已全部搬入，计划第三季度末达成规划产能目标；收购华力微97.5%股权事项已获中证监同意注册批复，预计第三季度完成交割，并入后将进一步提升12英寸产能并实现工艺平台深度互补。技术研发同样取得突破——40nm eFlash工艺平台实现风险量产，与海外头部客户合作的40nm MCU成功规模量产，新一代小Pitch IGBT平台亦已进入量产阶段。华虹宏力正处于业绩爆发、12英寸产能释放及特色工艺平台持续突破的三重利好交汇点，中线估值重构空间值得跟进。目标价165，止蚀价$105（笔者为证监会持牌人士及笔者未持有上述股份）作者：香港股票分析师协会主席邓声兴博士","news_type":1,"symbols_score_info":{"82800":0.6,"83115":0.6,"89888":0.6,"513600":0.6,"688347":1.94,"07300":0.6,"BIDU":1.85,"HSI":1.91,"09115":0.6,"07200":0.6,"02800":0.6,"TCHI":0.6,"MCHmain":0.6,"07500":0.6,"03419":0.6,"02833":0.6,"09888":1.85,"HHImain":0.6,"03115":0.6,"HSTECH":1.91,"03037":0.6,"01347":1.94}},"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":596461338112112,"gmtCreate":1786637879505,"gmtModify":1786637881601,"author":{"id":"4087883810201120","authorId":"4087883810201120","name":"囤票","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4087883810201120","idStr":"4087883810201120"},"themes":[],"title":"","htmlText":"搞笑","listText":"搞笑","text":"搞笑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/596461338112112","repostId":"2659158829","repostType":2,"repost":{"id":"2659158829","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1786613427,"share":"https://www.laohunote.com/m/news/2659158829?lang=zh_CN&edition=full","pubTime":"2026-08-13 17:30","market":"sg","language":"zh","title":"长鑫（CXMT）存储超越腾讯（TCEHY） 成为全球最具价值的中国公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2659158829","media":"金吾财讯","summary":"机构从业者认为，长鑫存储市值超越腾讯释放出市场信号，芯片产业正在取代互联网流量业务，成为新的价值核心，伴随智能体AI在互联网流量当中占比持续抬升，两家企业市值差距或将进一步拉大。","content":"<html><body><p>金吾财讯 | 受人工智能产业带动存储芯片需求景气上行影响，长鑫存储（CXMT）市值完成对港股上市<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>的反超，成为按市值统计全球价值最高的中国企业。长鑫存储于上月登陆上海资本市场，一跃成为国内规模最大的境内上市公司，周四该股下跌1.2%，对应市值回落至5240亿美元。即便出现当日回调，其总市值依旧高于腾讯控股，腾讯估值回落至5100亿美元，市场对于其持续加码人工智能领域投入的担忧加剧，对估值形成压制。机构从业者认为，长鑫存储市值超越腾讯释放出市场信号，芯片产业正在取代互联网流量业务，成为新的价值核心，伴随智能体AI在互联网流量当中占比持续抬升，两家企业市值差距或将进一步拉大。总部坐落于安徽合肥的长鑫存储，同时是全球第四大DRAM存储器厂商，产品覆盖智能手机、AI服务器等多类终端设备。长鑫存储已经成为资本市场观察国内AI发展以及半导体自主进程的核心标的，该股上市首日大涨467%，后续再度录得8%的涨幅。MSCI在上月宣布将长鑫存储纳入MSCI中国全股票指数，调整于8月10日正式生效，进一步为个股带来增量资金。反观腾讯控股股价表现相对疲弱，手握微信社交平台、游戏企业RiotGames等资产，其年内股价累计跌幅已经超过26%。</p></body></html>","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>长鑫（CXMT）存储超越腾讯（TCEHY） 成为全球最具价值的中国公司</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{ 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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长鑫（CXMT）存储超越腾讯（TCEHY） 成为全球最具价值的中国公司\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-08-13 17:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 受人工智能产业带动存储芯片需求景气上行影响，长鑫存储（CXMT）市值完成对港股上市<a href=\"https://laohu8.com/S/00700\">腾讯控股</a>的反超，成为按市值统计全球价值最高的中国企业。长鑫存储于上月登陆上海资本市场，一跃成为国内规模最大的境内上市公司，周四该股下跌1.2%，对应市值回落至5240亿美元。即便出现当日回调，其总市值依旧高于腾讯控股，腾讯估值回落至5100亿美元，市场对于其持续加码人工智能领域投入的担忧加剧，对估值形成压制。机构从业者认为，长鑫存储市值超越腾讯释放出市场信号，芯片产业正在取代互联网流量业务，成为新的价值核心，伴随智能体AI在互联网流量当中占比持续抬升，两家企业市值差距或将进一步拉大。总部坐落于安徽合肥的长鑫存储，同时是全球第四大DRAM存储器厂商，产品覆盖智能手机、AI服务器等多类终端设备。长鑫存储已经成为资本市场观察国内AI发展以及半导体自主进程的核心标的，该股上市首日大涨467%，后续再度录得8%的涨幅。MSCI在上月宣布将长鑫存储纳入MSCI中国全股票指数，调整于8月10日正式生效，进一步为个股带来增量资金。反观腾讯控股股价表现相对疲弱，手握微信社交平台、游戏企业RiotGames等资产，其年内股价累计跌幅已经超过26%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/NjEzNTY0MzU5MDE2.png","relate_stocks":{"TCEHY":"腾讯控股ADR","00700":"腾讯控股","BK4077":"互动媒体与服务","BK4585":"ETF&股票定投概念"},"source_url":"303757","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2659158829","content_text":"金吾财讯 | 受人工智能产业带动存储芯片需求景气上行影响，长鑫存储（CXMT）市值完成对港股上市腾讯控股的反超，成为按市值统计全球价值最高的中国企业。长鑫存储于上月登陆上海资本市场，一跃成为国内规模最大的境内上市公司，周四该股下跌1.2%，对应市值回落至5240亿美元。即便出现当日回调，其总市值依旧高于腾讯控股，腾讯估值回落至5100亿美元，市场对于其持续加码人工智能领域投入的担忧加剧，对估值形成压制。机构从业者认为，长鑫存储市值超越腾讯释放出市场信号，芯片产业正在取代互联网流量业务，成为新的价值核心，伴随智能体AI在互联网流量当中占比持续抬升，两家企业市值差距或将进一步拉大。总部坐落于安徽合肥的长鑫存储，同时是全球第四大DRAM存储器厂商，产品覆盖智能手机、AI服务器等多类终端设备。长鑫存储已经成为资本市场观察国内AI发展以及半导体自主进程的核心标的，该股上市首日大涨467%，后续再度录得8%的涨幅。MSCI在上月宣布将长鑫存储纳入MSCI中国全股票指数，调整于8月10日正式生效，进一步为个股带来增量资金。反观腾讯控股股价表现相对疲弱，手握微信社交平台、游戏企业RiotGames等资产，其年内股价累计跌幅已经超过26%。","news_type":1,"symbols_score_info":{"TCEHY":1.91,"00700":1.91}},"isVote":1,"tweetType":1,"viewCount":1008,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":591377191641936,"gmtCreate":1785380717445,"gmtModify":1785380719664,"author":{"id":"4143077530680670","authorId":"4143077530680670","name":"脑残都说自己是分析师","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4143077530680670","idStr":"4143077530680670"},"themes":[],"title":"","htmlText":"赛力斯长是脱离供应商控制的效果，加油","listText":"赛力斯长是脱离供应商控制的效果，加油","text":"赛力斯长是脱离供应商控制的效果，加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/591377191641936","repostId":"2655849740","repostType":2,"repost":{"id":"2655849740","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1785378800,"share":"https://www.laohunote.com/m/news/2655849740?lang=zh_CN&edition=full","pubTime":"2026-07-30 10:33","market":"nz","language":"zh","title":"智驾概念股持续走高 赛力斯（09927）涨6.84% 、比亚迪股份（01211）涨1.92%","url":"https://stock-news.laohu8.com/highlight/detail?id=2655849740","media":"金吾财讯","summary":"金吾财讯 | 智驾概念股持续走高，截止发稿，浙江世宝 涨8.80%，赛力斯涨6.84%，喜相逢集团涨3.37%，五一视界涨3.17%，长城汽车涨2.60%，广汽集团涨2.55%，比亚迪股份涨1.92%，泽景股份涨1.45%，MOMENTA-W涨1.11%。海外市场，特斯拉FSDV14.3.x持续迭代，累计行驶里程突破100亿英里，叠加AI算力储备与Robotaxi小规模无监督运营，持续引领商业化验证。","content":"<html><body><p>金吾财讯 | 智驾概念股持续走高，截止发稿，<a href=\"https://laohu8.com/S/002703\">浙江世宝</a>（01057）涨8.80%，<a href=\"https://laohu8.com/S/601127\">赛力斯</a>（09927）涨6.84%，<a href=\"https://laohu8.com/S/02473\">喜相逢集团</a>（02473）涨3.37%，<a href=\"https://laohu8.com/S/06651\">五一视界</a>（06651）涨3.17%，<a href=\"https://laohu8.com/S/601633\">长城汽车</a>（02333）涨2.60%，<a href=\"https://laohu8.com/S/601238\">广汽集团</a>（02238）涨2.55%，<a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>（01211）涨1.92%，<a href=\"https://laohu8.com/S/02632\">泽景股份</a>（02632）涨1.45%，<a href=\"https://laohu8.com/S/06880\">MOMENTA-W</a>（06880）涨1.11%。</p><p>消息面上，<a href=\"https://laohu8.com/S/06066\">中信建投证券</a>研究指，基于景气度及估值、成长空间这两条投资脉络，当前时间重点提示商用车、摩托车板块及机器人、智驾等物理AI板块的配置机会，前者出海支撑高景气及盈利兑现，且或受益于当前低估值稳健红利风格；后者股价经过近期剧烈回调已处于历史低位，产业趋势及成长空间依旧清晰，建议积极配置已经深入卡位的优质底部α标的。<a href=\"https://laohu8.com/S/601456\">国联民生</a>证券日前表示，国内智驾正从功能普及迈向高阶渗透，2026年智驾平权有望持续加速，15万元以下市场将成为NOA渗透率提升的重要增量。海外市场，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>FSDV14.3.x持续迭代，累计行驶里程突破100亿英里，叠加AI算力储备与Robotaxi小规模无监督运营，持续引领商业化验证。</p></body></html>","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>智驾概念股持续走高 赛力斯（09927）涨6.84% 、比亚迪股份（01211）涨1.92%</title>\n<style 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智驾概念股持续走高，截止发稿，<a href=\"https://laohu8.com/S/002703\">浙江世宝</a>（01057）涨8.80%，<a href=\"https://laohu8.com/S/601127\">赛力斯</a>（09927）涨6.84%，<a href=\"https://laohu8.com/S/02473\">喜相逢集团</a>（02473）涨3.37%，<a href=\"https://laohu8.com/S/06651\">五一视界</a>（06651）涨3.17%，<a href=\"https://laohu8.com/S/601633\">长城汽车</a>（02333）涨2.60%，<a href=\"https://laohu8.com/S/601238\">广汽集团</a>（02238）涨2.55%，<a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>（01211）涨1.92%，<a href=\"https://laohu8.com/S/02632\">泽景股份</a>（02632）涨1.45%，<a href=\"https://laohu8.com/S/06880\">MOMENTA-W</a>（06880）涨1.11%。</p><p>消息面上，<a href=\"https://laohu8.com/S/06066\">中信建投证券</a>研究指，基于景气度及估值、成长空间这两条投资脉络，当前时间重点提示商用车、摩托车板块及机器人、智驾等物理AI板块的配置机会，前者出海支撑高景气及盈利兑现，且或受益于当前低估值稳健红利风格；后者股价经过近期剧烈回调已处于历史低位，产业趋势及成长空间依旧清晰，建议积极配置已经深入卡位的优质底部α标的。<a href=\"https://laohu8.com/S/601456\">国联民生</a>证券日前表示，国内智驾正从功能普及迈向高阶渗透，2026年智驾平权有望持续加速，15万元以下市场将成为NOA渗透率提升的重要增量。海外市场，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>FSDV14.3.x持续迭代，累计行驶里程突破100亿英里，叠加AI算力储备与Robotaxi小规模无监督运营，持续引领商业化验证。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250110/MmQ2MzI0NzdkYTM0MjU4ODU0NDE5OWM2MjQ0NmE1ZTExMDg1Mjk2Mjc3MDg=.jpg","relate_stocks":{"81211":"比亚迪股份-R","82333":"长城汽车-R","601127":"赛力斯","601238":"广汽集团","601633":"长城汽车","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","BK1119":"汽车制造商","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU0865486749.SGD":"Eastspring Investments - Asian Equity Income AS SGD-H","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU0469268626.HKD":"AB FCP I-ASIA EX JAPAN EQUITY PTF(AD","BK1155":"信息科技咨询与其它服务","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","BK1239":"汽车零售","LU2476274720.SGD":"ALLIANZ CHINA 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ACC"},"source_url":"1987090","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2655849740","content_text":"金吾财讯 | 智驾概念股持续走高，截止发稿，浙江世宝（01057）涨8.80%，赛力斯（09927）涨6.84%，喜相逢集团（02473）涨3.37%，五一视界（06651）涨3.17%，长城汽车（02333）涨2.60%，广汽集团（02238）涨2.55%，比亚迪股份（01211）涨1.92%，泽景股份（02632）涨1.45%，MOMENTA-W（06880）涨1.11%。消息面上，中信建投证券研究指，基于景气度及估值、成长空间这两条投资脉络，当前时间重点提示商用车、摩托车板块及机器人、智驾等物理AI板块的配置机会，前者出海支撑高景气及盈利兑现，且或受益于当前低估值稳健红利风格；后者股价经过近期剧烈回调已处于历史低位，产业趋势及成长空间依旧清晰，建议积极配置已经深入卡位的优质底部α标的。国联民生证券日前表示，国内智驾正从功能普及迈向高阶渗透，2026年智驾平权有望持续加速，15万元以下市场将成为NOA渗透率提升的重要增量。海外市场，特斯拉FSDV14.3.x持续迭代，累计行驶里程突破100亿英里，叠加AI算力储备与Robotaxi小规模无监督运营，持续引领商业化验证。","news_type":1,"symbols_score_info":{"81211":0.6,"82333":0.6,"601127":1.97,"601238":1.89,"601633":1.89,"02238":1.89,"02333":1.89,"BYDDY":1.96,"SMOG":0.6,"02632":1.89,"HYDD.SI":0.6,"GWLLY":1.89,"09927":1.97,"02473":1.89,"06880":1.89,"FDRV":0.6,"01211":1.96,"002594":1.96}},"isVote":1,"tweetType":1,"viewCount":657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":591216183960816,"gmtCreate":1785341559196,"gmtModify":1785341561462,"author":{"id":"3437638669595671","authorId":"3437638669595671","name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3437638669595671","idStr":"3437638669595671"},"themes":[],"title":"","htmlText":"咳，不及预期，有没有想过这几个预期本身就是太高了呢","listText":"咳，不及预期，有没有想过这几个预期本身就是太高了呢","text":"咳，不及预期，有没有想过这几个预期本身就是太高了呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/591216183960816","repostId":"2655436837","repostType":2,"repost":{"id":"2655436837","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1785291239,"share":"https://www.laohunote.com/m/news/2655436837?lang=zh_CN&edition=full","pubTime":"2026-07-29 10:13","market":"nz","language":"zh","title":"存储概念股持续疲软 兆易创新（03986）跌6.03% SK海力士二季度业绩不及预期","url":"https://stock-news.laohu8.com/highlight/detail?id=2655436837","media":"金吾财讯","summary":"金吾财讯 | 港股存储概念股持续疲软，截止发稿，南方两倍做多海力士 跌18.52%，南方两倍做多三星电子跌9.03%，兆易创新跌6.03%，澜起科技跌4.90%。消息面上，韩国存储巨头SK海力士周二盘后公布最新业绩显示，第二季度营业利润为60.54万亿韩元，低于预期的64.22万亿韩元；收入为79万亿韩元，亦与此前预期的84万亿韩元差距明显。拖累SK海力士美股盘尾一度跌逾8%。此外，隔晚美股存储芯片股亦连续受挫，其中，美光科技大幅收跌8.85%、闪迪跌14.25%。","content":"<html><body><p>金吾财讯 | 港股存储概念股持续疲软，截止发稿，<a href=\"https://laohu8.com/S/07709\">南方两倍做多海力士</a>（07709）跌18.52%，<a href=\"https://laohu8.com/S/07747\">南方两倍做多三星电子</a>（07747）跌9.03%，<a href=\"https://laohu8.com/S/603986\">兆易创新</a>（03986）跌6.03%，<a href=\"https://laohu8.com/S/688008\">澜起科技</a>（06809）跌4.90%。消息面上，韩国存储巨头<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>周二盘后公布最新业绩显示，第二季度营业利润为60.54万亿韩元，低于预期的64.22万亿韩元；收入为79万亿韩元，亦与此前预期的84万亿韩元差距明显。价格方面，该公司二季度DRAM芯片平均销售价格（ASP）环比一季度上涨约30%。二季度NAND闪存平均销售价格环比一季度涨约50%~55%。资本支出方面，公司预计2026全年资本支出将达到40万亿韩元区间高段（约48-50万亿韩元），再次加剧市场对AI投资回报忧虑。拖累SK海力士美股盘尾一度跌逾8%。此外，隔晚美股存储芯片股亦连续受挫，其中，<a href=\"https://laohu8.com/S/MU\">美光科技</a>大幅收跌8.85%、<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>跌14.25%。</p></body></html>","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>存储概念股持续疲软 兆易创新（03986）跌6.03% SK海力士二季度业绩不及预期</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; 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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存储概念股持续疲软 兆易创新（03986）跌6.03% SK海力士二季度业绩不及预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-07-29 10:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 港股存储概念股持续疲软，截止发稿，<a href=\"https://laohu8.com/S/07709\">南方两倍做多海力士</a>（07709）跌18.52%，<a href=\"https://laohu8.com/S/07747\">南方两倍做多三星电子</a>（07747）跌9.03%，<a href=\"https://laohu8.com/S/603986\">兆易创新</a>（03986）跌6.03%，<a href=\"https://laohu8.com/S/688008\">澜起科技</a>（06809）跌4.90%。消息面上，韩国存储巨头<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>周二盘后公布最新业绩显示，第二季度营业利润为60.54万亿韩元，低于预期的64.22万亿韩元；收入为79万亿韩元，亦与此前预期的84万亿韩元差距明显。价格方面，该公司二季度DRAM芯片平均销售价格（ASP）环比一季度上涨约30%。二季度NAND闪存平均销售价格环比一季度涨约50%~55%。资本支出方面，公司预计2026全年资本支出将达到40万亿韩元区间高段（约48-50万亿韩元），再次加剧市场对AI投资回报忧虑。拖累SK海力士美股盘尾一度跌逾8%。此外，隔晚美股存储芯片股亦连续受挫，其中，<a href=\"https://laohu8.com/S/MU\">美光科技</a>大幅收跌8.85%、<a href=\"https://laohu8.com/S/SNDK\">闪迪</a>跌14.25%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20210810/ZTUyNTQ0NjcxODUwNQ==.jpg","relate_stocks":{"603986":"兆易创新","688008":"澜起科技","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) 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港股存储概念股持续疲软，截止发稿，南方两倍做多海力士（07709）跌18.52%，南方两倍做多三星电子（07747）跌9.03%，兆易创新（03986）跌6.03%，澜起科技（06809）跌4.90%。消息面上，韩国存储巨头SK海力士周二盘后公布最新业绩显示，第二季度营业利润为60.54万亿韩元，低于预期的64.22万亿韩元；收入为79万亿韩元，亦与此前预期的84万亿韩元差距明显。价格方面，该公司二季度DRAM芯片平均销售价格（ASP）环比一季度上涨约30%。二季度NAND闪存平均销售价格环比一季度涨约50%~55%。资本支出方面，公司预计2026全年资本支出将达到40万亿韩元区间高段（约48-50万亿韩元），再次加剧市场对AI投资回报忧虑。拖累SK海力士美股盘尾一度跌逾8%。此外，隔晚美股存储芯片股亦连续受挫，其中，美光科技大幅收跌8.85%、闪迪跌14.25%。","news_type":1,"symbols_score_info":{"603986":1.89,"688008":1.86,"ARTY":0.6,"SOXX":0.6,"IXN":0.6,"AIQ":0.6,"06809":1.86,"SKHU":0.6,"SKHX":0.6,"FCUS":0.6,"XNTK":0.6,"QQQG":0.6,"CNAV":0.6,"AIFD":0.6,"TTXU":0.6,"PTF":0.6,"SKDD":0.6,"07709":1.92,"TMSL":0.6,"VGT":0.6,"MIC":0.6,"SMH":0.6,"HYNX":0.6,"FTEC":0.6,"DISK":0.6,"SKUU":0.6,"AIS":0.6,"FXL":0.6,"BAI":0.6,"SCHM":0.6,"XLK":0.6,"CGGO":0.6,"FTXL":0.6,"HBMX":0.6,"SKHY":1.94,"LEGR":0.6,"SOXQ":0.6,"MUYY":0.6,"SK":0.6,"SKHZ":0.6,"SNDG":0.6,"MUD":0.6,"CHAT":0.6,"SHOC":0.6,"MULL":0.6,"EFIV":0.6,"MUU":0.6,"WUGI":0.6,"FDTX":0.6,"SKHYV":0.6,"DRMY":0.6,"USXF":0.6,"JGRO":0.6,"COWG":0.6,"MU":1.85,"MUZ":0.6,"FAI":0.6,"EMSF":0.6,"07747":1.9,"SNDQ":0.6,"SNDC":0.6,"EGGY":0.6,"CHPS":0.6,"CHPX":0.6,"IETC":0.6,"PSI":0.6,"FSMD":0.6,"TRFK":0.6,"OPTZ":0.6,"BOBP":0.6,"SCHA":0.6,"SNDK":1.83,"SNDU":0.6,"RULE":0.6,"WLDR":0.6,"SNXX":0.6,"03986":1.89}},"isVote":1,"tweetType":1,"viewCount":641,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":590645685669960,"gmtCreate":1785252470995,"gmtModify":1785252813155,"author":{"id":"4160227637143462","authorId":"4160227637143462","name":"Blackland","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4160227637143462","idStr":"4160227637143462"},"themes":[],"title":"","htmlText":"垃圾公司","listText":"垃圾公司","text":"垃圾公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/590645685669960","repostId":"2654883095","repostType":2,"repost":{"id":"2654883095","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1785250035,"share":"https://www.laohunote.com/m/news/2654883095?lang=zh_CN&edition=full","pubTime":"2026-07-28 22:47","market":"hk","language":"zh","title":"中概股盘中普升 理想汽车（LI）涨6.46% 外资近期密集唱多中国股市并加码布局","url":"https://stock-news.laohu8.com/highlight/detail?id=2654883095","media":"金吾财讯","summary":"7月以来，花旗、瑞银、渣打等多家外资机构集中发布研报，上调中国股市评级与盈利预期，看多下半年A股市场的机构共识持续升温。其中花旗将中国股市新兴市场配置评级由战术性中性上调至超配，渣打维持超配评级，核心逻辑涵盖国内经济复苏、企业盈利修复以及A股相对全球市场的估值优势。同时外资机构实地调研频次显著提升，集中关注电子、集成电路等硬核科技领域，持续重塑A股市场定价体系。","content":"<html><body><p>金吾财讯 | 中概股盘中普升，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>（LI）涨6.46%，<a href=\"https://laohu8.com/S/ATAT\">亚朵</a>（ATAT）涨4.47%，<a href=\"https://laohu8.com/S/HSAI\">禾赛</a>（HSAI）涨3.95%，<a href=\"https://laohu8.com/S/JD\">京东</a>（JD）涨3.68%，<a href=\"https://laohu8.com/S/NTES\">网易</a>（NTES）涨3.47%，<a href=\"https://laohu8.com/S/YUMC\">百胜中国</a>（YUMC）涨3.18%，<a href=\"https://laohu8.com/S/HTHT\">华住</a>（HTHT）涨2.99%，<a href=\"https://laohu8.com/S/TCOM\">携程网</a>（TCOM）涨2.05%。</p><p>消息面上，港股今日全天震荡走高，恒生指数盘尾发力翻红，收盘报25310.85点，涨0.41%。7月以来，花旗、瑞银、<a href=\"https://laohu8.com/S/02888\">渣打</a>等多家外资机构集中发布研报，上调中国股市评级与盈利预期，看多下半年A股市场的机构共识持续升温。其中花旗将中国股市新兴市场配置评级由战术性中性上调至超配，渣打维持超配评级，核心逻辑涵盖国内经济复苏、企业盈利修复以及A股相对全球市场的估值优势。IMF亦于7月上调中国全年经济增长预期至4.6%，国内高技术制造业与出口表现成为经济超预期的核心支撑，瑞银预计全年A股盈利增速将大幅提升，股权风险溢价持续回落。外资同步落实增配动作，2026年二季度北向资金持股数量环比增加超40亿股，总持股市值达3.13万亿元，创下互联互通机制单季新高。资金布局呈现明显结构性特征，硬科技赛道成为核心配置方向，北向资金重仓前十企业中硬科技标的占比七成，头部席位全部由科创企业占据。同时外资机构实地调研频次显著提升，集中关注电子、集成电路等硬核科技领域，持续重塑A股市场定价体系。</p></body></html>","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>中概股盘中普升 理想汽车（LI）涨6.46% 外资近期密集唱多中国股市并加码布局</title>\n<style 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href=\"https://laohu8.com/S/LI\">理想汽车</a>（LI）涨6.46%，<a href=\"https://laohu8.com/S/ATAT\">亚朵</a>（ATAT）涨4.47%，<a href=\"https://laohu8.com/S/HSAI\">禾赛</a>（HSAI）涨3.95%，<a href=\"https://laohu8.com/S/JD\">京东</a>（JD）涨3.68%，<a href=\"https://laohu8.com/S/NTES\">网易</a>（NTES）涨3.47%，<a href=\"https://laohu8.com/S/YUMC\">百胜中国</a>（YUMC）涨3.18%，<a href=\"https://laohu8.com/S/HTHT\">华住</a>（HTHT）涨2.99%，<a href=\"https://laohu8.com/S/TCOM\">携程网</a>（TCOM）涨2.05%。</p><p>消息面上，港股今日全天震荡走高，恒生指数盘尾发力翻红，收盘报25310.85点，涨0.41%。7月以来，花旗、瑞银、<a href=\"https://laohu8.com/S/02888\">渣打</a>等多家外资机构集中发布研报，上调中国股市评级与盈利预期，看多下半年A股市场的机构共识持续升温。其中花旗将中国股市新兴市场配置评级由战术性中性上调至超配，渣打维持超配评级，核心逻辑涵盖国内经济复苏、企业盈利修复以及A股相对全球市场的估值优势。IMF亦于7月上调中国全年经济增长预期至4.6%，国内高技术制造业与出口表现成为经济超预期的核心支撑，瑞银预计全年A股盈利增速将大幅提升，股权风险溢价持续回落。外资同步落实增配动作，2026年二季度北向资金持股数量环比增加超40亿股，总持股市值达3.13万亿元，创下互联互通机制单季新高。资金布局呈现明显结构性特征，硬科技赛道成为核心配置方向，北向资金重仓前十企业中硬科技标的占比七成，头部席位全部由科创企业占据。同时外资机构实地调研频次显著提升，集中关注电子、集成电路等硬核科技领域，持续重塑A股市场定价体系。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20210625/OGIwZDQyMDYwMGIwOWQ1NTkxMDE1Mzc1NTA2MDQ=.jpg","relate_stocks":{"BK4099":"汽车制造商","BK4585":"ETF&股票定投概念","BK4588":"碎股","BK4526":"热门中概股","BK4548":"巴美列捷福持仓","BK4563":"昨日强势股","02015":"理想汽车-W","BK4503":"景林资产持仓","BK4555":"新能源车","BK4551":"寇图资本持仓","LI":"理想汽车","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM"},"source_url":"303134","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2654883095","content_text":"金吾财讯 | 中概股盘中普升，理想汽车（LI）涨6.46%，亚朵（ATAT）涨4.47%，禾赛（HSAI）涨3.95%，京东（JD）涨3.68%，网易（NTES）涨3.47%，百胜中国（YUMC）涨3.18%，华住（HTHT）涨2.99%，携程网（TCOM）涨2.05%。消息面上，港股今日全天震荡走高，恒生指数盘尾发力翻红，收盘报25310.85点，涨0.41%。7月以来，花旗、瑞银、渣打等多家外资机构集中发布研报，上调中国股市评级与盈利预期，看多下半年A股市场的机构共识持续升温。其中花旗将中国股市新兴市场配置评级由战术性中性上调至超配，渣打维持超配评级，核心逻辑涵盖国内经济复苏、企业盈利修复以及A股相对全球市场的估值优势。IMF亦于7月上调中国全年经济增长预期至4.6%，国内高技术制造业与出口表现成为经济超预期的核心支撑，瑞银预计全年A股盈利增速将大幅提升，股权风险溢价持续回落。外资同步落实增配动作，2026年二季度北向资金持股数量环比增加超40亿股，总持股市值达3.13万亿元，创下互联互通机制单季新高。资金布局呈现明显结构性特征，硬科技赛道成为核心配置方向，北向资金重仓前十企业中硬科技标的占比七成，头部席位全部由科创企业占据。同时外资机构实地调研频次显著提升，集中关注电子、集成电路等硬核科技领域，持续重塑A股市场定价体系。","news_type":1,"symbols_score_info":{"LI":1.98,"EVS.SI":0.6,"02015":1.98}},"isVote":1,"tweetType":1,"viewCount":573,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":590502854739168,"gmtCreate":1785167385961,"gmtModify":1785167388180,"author":{"id":"3465647488121089","authorId":"3465647488121089","name":"神魔一线","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3465647488121089","idStr":"3465647488121089"},"themes":[],"title":"","htmlText":"真是一个鬼故事，你发动机原理搞明白和能造出和丰田一样高可靠内燃机和整个汽车集成的是两个世界的事。。","listText":"真是一个鬼故事，你发动机原理搞明白和能造出和丰田一样高可靠内燃机和整个汽车集成的是两个世界的事。。","text":"真是一个鬼故事，你发动机原理搞明白和能造出和丰田一样高可靠内燃机和整个汽车集成的是两个世界的事。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/590502854739168","repostId":"2654493520","repostType":2,"repost":{"id":"2654493520","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1785163670,"share":"https://www.laohunote.com/m/news/2654493520?lang=zh_CN&edition=full","pubTime":"2026-07-27 22:47","market":"other","language":"zh","title":"本土企业推进深紫外光刻机研发 美股半导体设备股走低 ASML（ASML）跌7.09%","url":"https://stock-news.laohu8.com/highlight/detail?id=2654493520","media":"金吾财讯","summary":"受现行美国出口管制约束，最先进半导体设备难以流入国内市场，推动本土企业加速自主技术攻关。从ASML经营数据来看，其二季度净系统销售额当中14%来自中国市场，相比一季度19%有所回落。","content":"<html><body><p>金吾财讯 | 据知情人士报道，一家总部位于上海、获得国内政策支持的未具名企业，已经启动深紫外光刻机（DUV）的研发制造工作。消息传出后，全球光刻机龙头<a href=\"https://laohu8.com/S/ASML\">ASML</a>（ASML）早盘股价下跌7.09%，<a href=\"https://laohu8.com/S/AXTI\">AXT Inc</a>（AXTI）跌4.83%，<a href=\"https://laohu8.com/S/KLIC\">库力索法半导体</a>（KLIC）跌5.16%，<a href=\"https://laohu8.com/S/KLAC\">科磊</a>（KLAC）跌5.20%，<a href=\"https://laohu8.com/S/AMAT\">应用材料</a>（AMAT）跌5.57%，SmartKem（SMTK）跌5.97%，<a href=\"https://laohu8.com/S/AMBA\">安霸</a>（AMBA）跌6.33%，泛林集团（LRCX）跌6.82%。</p><p>受现行美国出口管制约束，最先进半导体设备难以流入国内市场，推动本土企业加速自主技术攻关。报道显示，国内DUV光刻机项目尚处在发展早期，企业规划本年度生产5台相关设备，明年最大产能目标为20台；与此同时国内极紫外光刻机（EUV）研发仍停留在原型阶段，距离实现量产还有数年时间。从ASML经营数据来看，其二季度净系统销售额当中14%来自中国市场，相比一季度19%有所回落。不过公司首席财务官R.J.M.Dassen在业绩电话会维持预期，中国业务全年仍将贡献集团净销售额约20%，并会伴随整体业务扩张持续增长，需求支撑主要来自主流逻辑芯片产业需求上行。国内对于光刻机产业布局由来已久，早在2002年便将光刻机列为重点发展赛道。2022年美国出台先进设备出口限制之后，国内产业发展模式有所调整，由单一国家主导研发转向国家与民营企业协同推进。短期来看本土先进光刻设备距离大规模商业化仍存在明显差距，长期层面设备自主化进程持续推进，也成为海外半导体设备厂商无法忽视的行业变量。</p></body></html>","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>本土企业推进深紫外光刻机研发 美股半导体设备股走低 ASML（ASML）跌7.09%</title>\n<style 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}\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本土企业推进深紫外光刻机研发 美股半导体设备股走低 ASML（ASML）跌7.09%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-07-27 22:47</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 据知情人士报道，一家总部位于上海、获得国内政策支持的未具名企业，已经启动深紫外光刻机（DUV）的研发制造工作。消息传出后，全球光刻机龙头<a href=\"https://laohu8.com/S/ASML\">ASML</a>（ASML）早盘股价下跌7.09%，<a href=\"https://laohu8.com/S/AXTI\">AXT Inc</a>（AXTI）跌4.83%，<a href=\"https://laohu8.com/S/KLIC\">库力索法半导体</a>（KLIC）跌5.16%，<a href=\"https://laohu8.com/S/KLAC\">科磊</a>（KLAC）跌5.20%，<a href=\"https://laohu8.com/S/AMAT\">应用材料</a>（AMAT）跌5.57%，SmartKem（SMTK）跌5.97%，<a href=\"https://laohu8.com/S/AMBA\">安霸</a>（AMBA）跌6.33%，泛林集团（LRCX）跌6.82%。</p><p>受现行美国出口管制约束，最先进半导体设备难以流入国内市场，推动本土企业加速自主技术攻关。报道显示，国内DUV光刻机项目尚处在发展早期，企业规划本年度生产5台相关设备，明年最大产能目标为20台；与此同时国内极紫外光刻机（EUV）研发仍停留在原型阶段，距离实现量产还有数年时间。从ASML经营数据来看，其二季度净系统销售额当中14%来自中国市场，相比一季度19%有所回落。不过公司首席财务官R.J.M.Dassen在业绩电话会维持预期，中国业务全年仍将贡献集团净销售额约20%，并会伴随整体业务扩张持续增长，需求支撑主要来自主流逻辑芯片产业需求上行。国内对于光刻机产业布局由来已久，早在2002年便将光刻机列为重点发展赛道。2022年美国出台先进设备出口限制之后，国内产业发展模式有所调整，由单一国家主导研发转向国家与民营企业协同推进。短期来看本土先进光刻设备距离大规模商业化仍存在明显差距，长期层面设备自主化进程持续推进，也成为海外半导体设备厂商无法忽视的行业变量。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/NDk1MmZiNjQzNDA1OTQ5NDMzMQ==.png","relate_stocks":{"IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","ASML":"阿斯麦","LU1734074674.USD":"NINETY ONE GSF ASIA PACIFIC FRANCHISE \"A\"(USD) ACC","CHPX":"Global X AI Semiconductor & Quantum ETF","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US 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Inc（AXTI）跌4.83%，库力索法半导体（KLIC）跌5.16%，科磊（KLAC）跌5.20%，应用材料（AMAT）跌5.57%，SmartKem（SMTK）跌5.97%，安霸（AMBA）跌6.33%，泛林集团（LRCX）跌6.82%。受现行美国出口管制约束，最先进半导体设备难以流入国内市场，推动本土企业加速自主技术攻关。报道显示，国内DUV光刻机项目尚处在发展早期，企业规划本年度生产5台相关设备，明年最大产能目标为20台；与此同时国内极紫外光刻机（EUV）研发仍停留在原型阶段，距离实现量产还有数年时间。从ASML经营数据来看，其二季度净系统销售额当中14%来自中国市场，相比一季度19%有所回落。不过公司首席财务官R.J.M.Dassen在业绩电话会维持预期，中国业务全年仍将贡献集团净销售额约20%，并会伴随整体业务扩张持续增长，需求支撑主要来自主流逻辑芯片产业需求上行。国内对于光刻机产业布局由来已久，早在2002年便将光刻机列为重点发展赛道。2022年美国出台先进设备出口限制之后，国内产业发展模式有所调整，由单一国家主导研发转向国家与民营企业协同推进。短期来看本土先进光刻设备距离大规模商业化仍存在明显差距，长期层面设备自主化进程持续推进，也成为海外半导体设备厂商无法忽视的行业变量。","news_type":1,"symbols_score_info":{"CHPX":0.6,"EFA":0.6,"ILOW":0.6,"IFLR":0.6,"IEFA":0.6,"ASML":1.97,"CGIC":0.6,"GSID":0.6,"FFGX":0.6,"DBEF":0.6,"HBMX":0.6,"EPAI":0.6,"FENI":0.6,"03165":0.6,"PQNT":0.6,"ASMH":0.6,"ASMU":0.6,"DBEU":0.6}},"isVote":1,"tweetType":1,"viewCount":567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":589359417074584,"gmtCreate":1784918011561,"gmtModify":1784918013712,"author":{"id":"3547770082360239","authorId":"3547770082360239","name":"Peter_C_1590","avatar":"https://static.tigerbbs.com/89b7194c751f677a2d47097c9612bb2e","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3547770082360239","idStr":"3547770082360239"},"themes":[],"title":"","htmlText":"摩根士丹利说存储见顶你引用的是sharon kim的报告吗？那已经证实是假消息了哦","listText":"摩根士丹利说存储见顶你引用的是sharon kim的报告吗？那已经证实是假消息了哦","text":"摩根士丹利说存储见顶你引用的是sharon kim的报告吗？那已经证实是假消息了哦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/589359417074584","repostId":"2653038251","repostType":2,"repost":{"id":"2653038251","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1784902561,"share":"https://www.laohunote.com/m/news/2653038251?lang=zh_CN&edition=full","pubTime":"2026-07-24 22:16","market":"hk","language":"zh","title":"存储芯片板块集体回调 闪迪(SNDK)跌6.58% 大摩称半导体存储行业狂欢接近拐点","url":"https://stock-news.laohu8.com/highlight/detail?id=2653038251","media":"金吾财讯","summary":"金吾财讯 | 美股存储芯片板块集体回调，截至发稿，闪迪  跌 6.58%，SK 海力士  跌 5.80%，美光科技  跌 5.32%，慧荣科技  跌 4.78%，Rambus  跌 4.57%，西部数据  跌 4.18%，希捷科技  跌 2.47%。侯赛尼表示，下调目标价主要源于公司修正了此前财务模型中的营收和每股收益预测误差。此外，摩根士丹利最新报告警示，由人工智能驱动的半导体存储行业狂欢正接近拐点，内存合同价格预计将于第四季度见顶，标志着本轮产业周期正在发生深刻转变。","content":"<html><body><p>金吾财讯 | 美股存储芯片板块集体回调，截至发稿，<a href=\"https://laohu8.com/S/SNDK\">闪迪</a> (SNDK) 跌 6.58%，SK 海力士 (SKHY) 跌 5.80%，<a href=\"https://laohu8.com/S/MU\">美光科技</a> (MU) 跌 5.32%，<a href=\"https://laohu8.com/S/SIMO\">慧荣科技</a> (SIMO) 跌 4.78%，<a href=\"https://laohu8.com/S/RMBS\">Rambus</a> (RMBS) 跌 4.57%，<a href=\"https://laohu8.com/S/WDC\">西部数据</a> (WDC) 跌 4.18%，<a href=\"https://laohu8.com/S/STX\">希捷科技</a> (STX) 跌 2.47%。消息面上，投行Susquehanna分析师迈赫迪·侯赛尼在新近研报中将闪迪的目标价从3250美元下调至3050美元，维持“买入”评级。侯赛尼表示，下调目标价主要源于公司修正了此前财务模型中的营收和每股收益预测误差。此外，AI推理应用的存储架构仍存在不确定性——如果AI企业采用KV Cache卸载方案将大幅提升企业级SSD需求，反之若继续依赖DRAM/HBM，闪迪旗舰产品的需求将低于预期。此外，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>最新报告警示，由人工智能(AI)驱动的半导体存储行业狂欢正接近拐点，内存合同价格预计将于第四季度见顶，标志着本轮产业周期正在发生深刻转变。该行表示，市场对存储制造商的盈利上调动能正在显著减弱，数据显示净盈利上调率已从92%的峰值回落至77%，而这一早期信号表明，盈利升级周期正在失去动力，市场对存储行业盈利的定价正回归理性，而非此前的狂热状态。</p></body></html>","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>存储芯片板块集体回调 闪迪(SNDK)跌6.58% 大摩称半导体存储行业狂欢接近拐点</title>\n<style 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美股存储芯片板块集体回调，截至发稿，<a href=\"https://laohu8.com/S/SNDK\">闪迪</a> (SNDK) 跌 6.58%，SK 海力士 (SKHY) 跌 5.80%，<a href=\"https://laohu8.com/S/MU\">美光科技</a> (MU) 跌 5.32%，<a href=\"https://laohu8.com/S/SIMO\">慧荣科技</a> (SIMO) 跌 4.78%，<a href=\"https://laohu8.com/S/RMBS\">Rambus</a> (RMBS) 跌 4.57%，<a href=\"https://laohu8.com/S/WDC\">西部数据</a> (WDC) 跌 4.18%，<a href=\"https://laohu8.com/S/STX\">希捷科技</a> (STX) 跌 2.47%。消息面上，投行Susquehanna分析师迈赫迪·侯赛尼在新近研报中将闪迪的目标价从3250美元下调至3050美元，维持“买入”评级。侯赛尼表示，下调目标价主要源于公司修正了此前财务模型中的营收和每股收益预测误差。此外，AI推理应用的存储架构仍存在不确定性——如果AI企业采用KV Cache卸载方案将大幅提升企业级SSD需求，反之若继续依赖DRAM/HBM，闪迪旗舰产品的需求将低于预期。此外，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>最新报告警示，由人工智能(AI)驱动的半导体存储行业狂欢正接近拐点，内存合同价格预计将于第四季度见顶，标志着本轮产业周期正在发生深刻转变。该行表示，市场对存储制造商的盈利上调动能正在显著减弱，数据显示净盈利上调率已从92%的峰值回落至77%，而这一早期信号表明，盈利升级周期正在失去动力，市场对存储行业盈利的定价正回归理性，而非此前的狂热状态。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/NDViNTE0MThlOGIzNGVjYjVmZmFmNTJlOTIxNzAyOTY1ODYyNw==.png","relate_stocks":{"159582":"半导体","SNDK":"闪迪","SMH":"半导体指数ETF-HOLDRs","09747":"南方两倍做多三星电子-U","SSG":"Proshares Ultrashort Semiconductors","MUU":"2倍做多MU ETF-Direxion","FWD":"AB DISRUPTORS ETF","CHPY":"YieldMax Semiconductor Portfolio Option Income ETF","CNAV":"Mohr Company Nav ETF","CWC":"Clockwise Capital Innovation ETF","SKHY":"SK海力士","STX":"希捷科技","HBMX":"Tuttle Capital Concentrated Memory Stack ETF","TECY":"GraniteShares YieldBOOST Technology ETF","SNDG":"2倍做多SNDK ETF-Leverage Shares","SOXX":"iShares费城交易所半导体ETF","DRMP":"Tuttle Capital Memory Stack Income Blast ETF","SOXL":"三倍做多半导体ETF-Direxion 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10:16","market":"sh","language":"zh","title":"小米上调出货目标 下游厂商抵制存储涨价并认为价格拐点将至","url":"https://stock-news.laohu8.com/highlight/detail?id=2653324025","media":"金吾财讯","summary":"金吾财讯 | 据悉，小米已将2026年全年智能手机出货目标从约9000万部上调至1.1亿部，增幅约16%，上调的增量部分主要来自低端机型。一位接近小米的人士告诉界面新闻，此次上调出货目标是小米内部认为当前的存储行情有望迎来反转。上述人士还表示，此次小米上调出货目标带来的信号是，存储下游的厂商已经不愿意再为持续攀升的存储成本买单了，当需求端的容忍度触及天花板，价格上涨的动能便可能出现拐点。","content":"<html><body><p>金吾财讯 | 据悉，<a href=\"https://laohu8.com/S/XIACY\">小米</a>已将2026年全年智能手机出货目标从约9000万部上调至1.1亿部，增幅约16%，上调的增量部分主要来自低端机型。一位接近<a href=\"https://laohu8.com/S/01810\">小米</a>的人士告诉界面新闻，此次上调出货目标是<a href=\"https://laohu8.com/S/81810\">小米</a>内部认为当前的存储行情有望迎来反转。受上游存储芯片的短期与成本持续上涨，小米在今年曾两次下调其出货目标。当前手机等下游厂商对当前存储的涨价已经开始出现明显的抵制情绪，其中OPPO、vivo在前不久就拒绝了<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>第三季度的报价，尽管这份报价对比前两个季度涨幅并不多。上述人士还表示，此次小米上调出货目标带来的信号是，存储下游的厂商已经不愿意再为持续攀升的存储成本买单了，当需求端的容忍度触及天花板，价格上涨的动能便可能出现拐点。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-07-21 10:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 据悉，<a href=\"https://laohu8.com/S/XIACY\">小米</a>已将2026年全年智能手机出货目标从约9000万部上调至1.1亿部，增幅约16%，上调的增量部分主要来自低端机型。一位接近<a href=\"https://laohu8.com/S/01810\">小米</a>的人士告诉界面新闻，此次上调出货目标是<a href=\"https://laohu8.com/S/81810\">小米</a>内部认为当前的存储行情有望迎来反转。受上游存储芯片的短期与成本持续上涨，小米在今年曾两次下调其出货目标。当前手机等下游厂商对当前存储的涨价已经开始出现明显的抵制情绪，其中OPPO、vivo在前不久就拒绝了<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>第三季度的报价，尽管这份报价对比前两个季度涨幅并不多。上述人士还表示，此次小米上调出货目标带来的信号是，存储下游的厂商已经不愿意再为持续攀升的存储成本买单了，当需求端的容忍度触及天花板，价格上涨的动能便可能出现拐点。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20241108/OWI3ZjY5NWRmZjU4M2NjYTgyNzA0NzY5MDM5NQ==.jpg","relate_stocks":{"81810":"小米集团-WR","LU2097828557.USD":"AZ 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据悉，小米已将2026年全年智能手机出货目标从约9000万部上调至1.1亿部，增幅约16%，上调的增量部分主要来自低端机型。一位接近小米的人士告诉界面新闻，此次上调出货目标是小米内部认为当前的存储行情有望迎来反转。受上游存储芯片的短期与成本持续上涨，小米在今年曾两次下调其出货目标。当前手机等下游厂商对当前存储的涨价已经开始出现明显的抵制情绪，其中OPPO、vivo在前不久就拒绝了三星第三季度的报价，尽管这份报价对比前两个季度涨幅并不多。上述人士还表示，此次小米上调出货目标带来的信号是，存储下游的厂商已经不愿意再为持续攀升的存储成本买单了，当需求端的容忍度触及天花板，价格上涨的动能便可能出现拐点。","news_type":1,"symbols_score_info":{"81810":0.6,"01810":1.93,"HXXD.SI":0.6,"XIACY":1.93}},"isVote":1,"tweetType":1,"viewCount":703,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":587912886821752,"gmtCreate":1784564852675,"gmtModify":1784564854741,"author":{"id":"3437638669595671","authorId":"3437638669595671","name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3437638669595671","idStr":"3437638669595671"},"themes":[],"title":"","htmlText":"不是之前各种做空观点嘛，变得真快","listText":"不是之前各种做空观点嘛，变得真快","text":"不是之前各种做空观点嘛，变得真快","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/587912886821752","repostId":"2652421926","repostType":2,"repost":{"id":"2652421926","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1784555268,"share":"https://www.laohunote.com/m/news/2652421926?lang=zh_CN&edition=full","pubTime":"2026-07-20 21:47","market":"sh","language":"zh","title":"存储概念股悉数上扬 闪迪(SNDK)领涨5.65% 大摩维持积极判断并称当前为买入窗口","url":"https://stock-news.laohu8.com/highlight/detail?id=2652421926","media":"金吾财讯","summary":"大摩估计，第三季度数据中心内存价格较第二季度同类产品环比上涨至少25%，高于大摩自身及第三方机构的此前预测。大摩指出，此轮存储周期的核心逻辑在于，内存正日益成为AI基础设施建设的主要瓶颈之一，这一结构性约束预计将持续数年。在此背景下，大摩认为存储股的风险回报正在快速追赶此前更受青睐的英伟达和博通，维持对存储板块的积极判断，将此次回调定性为具有吸引力的买入窗口。","content":"<html><body><p>金吾财讯 | 美股存储概念股盘初悉数上扬，截至发稿，<a href=\"https://laohu8.com/S/SNDK\">闪迪</a> (SNDK) 涨 5.65%，<a href=\"https://laohu8.com/S/MU\">美光科技</a> (MU) 涨 5.46%，<a href=\"https://laohu8.com/S/WDC\">西部数据</a> (WDC) 涨 5.48%，<a href=\"https://laohu8.com/S/STX\">希捷科技</a> (STX) 涨 5.08%，SK 海力士 (SKHY) 涨 5.02%，<a href=\"https://laohu8.com/S/RMBS\">Rambus</a> (RMBS) 涨 4.21%，<a href=\"https://laohu8.com/S/SIMO\">慧荣科技</a> (SIMO) 涨 0.95%。消息面上，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>新近研究报告披露，分析师Joseph Moore及其团队上周密集走访数据中心采购渠道后确认，存储短缺的强度没有任何减弱迹象。大摩估计，第三季度数据中心内存价格较第二季度同类产品环比上涨至少25%，高于大摩自身及第三方机构的此前预测。大摩指出，此轮存储周期的核心逻辑在于，内存正日益成为AI基础设施建设的主要瓶颈之一，这一结构性约束预计将持续数年。在此背景下，大摩认为存储股的风险回报正在快速追赶此前更受青睐的<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/AVGO\">博通</a>，维持对存储板块的积极判断，将此次回调定性为具有吸引力的买入窗口。</p></body></html>","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>存储概念股悉数上扬 闪迪(SNDK)领涨5.65% 大摩维持积极判断并称当前为买入窗口</title>\n<style 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美股存储概念股盘初悉数上扬，截至发稿，<a href=\"https://laohu8.com/S/SNDK\">闪迪</a> (SNDK) 涨 5.65%，<a href=\"https://laohu8.com/S/MU\">美光科技</a> (MU) 涨 5.46%，<a href=\"https://laohu8.com/S/WDC\">西部数据</a> (WDC) 涨 5.48%，<a href=\"https://laohu8.com/S/STX\">希捷科技</a> (STX) 涨 5.08%，SK 海力士 (SKHY) 涨 5.02%，<a href=\"https://laohu8.com/S/RMBS\">Rambus</a> (RMBS) 涨 4.21%，<a href=\"https://laohu8.com/S/SIMO\">慧荣科技</a> (SIMO) 涨 0.95%。消息面上，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>新近研究报告披露，分析师Joseph Moore及其团队上周密集走访数据中心采购渠道后确认，存储短缺的强度没有任何减弱迹象。大摩估计，第三季度数据中心内存价格较第二季度同类产品环比上涨至少25%，高于大摩自身及第三方机构的此前预测。大摩指出，此轮存储周期的核心逻辑在于，内存正日益成为AI基础设施建设的主要瓶颈之一，这一结构性约束预计将持续数年。在此背景下，大摩认为存储股的风险回报正在快速追赶此前更受青睐的<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/AVGO\">博通</a>，维持对存储板块的积极判断，将此次回调定性为具有吸引力的买入窗口。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/M2RkMDMzZDc5MTczNjIzNzY2ODA2Mg==.png","relate_stocks":{"BK4575":"芯片概念","BAI":"iShares A.I. 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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>兆易创新(03986)宣布与地瓜机器人达成合作 加速具身智能产业规模化发展</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{ 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href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-07-17 12:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 据<a href=\"https://laohu8.com/S/603986\">兆易创新</a>官方公众号最新消息，<a href=\"https://laohu8.com/S/03986\">兆易创新</a>(03986)与地瓜机器人宣布基于GD32MCU与旭日S600达成战略合作，并将从产品方案、生态协同、标准共推三个维度展开全面合作，加速具身智能产业规模化发展。据介绍，双方将依托兆易创新GD32H7、GD32F5等全系高性能MCU<a href=\"https://laohu8.com/S/301365\">矩阵</a>与地瓜机器人旭日S600、旭日S100全系具身智能计算平台，共同打造“高性能计算+实时控制”一体化系统级解决方案，致力打通具身智能从上层算力决策到底层实时控制的全链路能力，共同推动行业从单点技术突破走向标准化、规模化的量产交付。据悉，地瓜机器人是业界领先的机器人软硬件通用底座提供商。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20241108/MGM1MTEwODE5MDc1ODM4MQ==.jpg","relate_stocks":{"603986":"兆易创新","LU1580142542.USD":"Blackrock 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据兆易创新官方公众号最新消息，兆易创新(03986)与地瓜机器人宣布基于GD32MCU与旭日S600达成战略合作，并将从产品方案、生态协同、标准共推三个维度展开全面合作，加速具身智能产业规模化发展。据介绍，双方将依托兆易创新GD32H7、GD32F5等全系高性能MCU矩阵与地瓜机器人旭日S600、旭日S100全系具身智能计算平台，共同打造“高性能计算+实时控制”一体化系统级解决方案，致力打通具身智能从上层算力决策到底层实时控制的全链路能力，共同推动行业从单点技术突破走向标准化、规模化的量产交付。据悉，地瓜机器人是业界领先的机器人软硬件通用底座提供商。","news_type":1,"symbols_score_info":{"603986":1.5,"ROBO":1.5,"KOMP":1.5,"03986":1.5}},"isVote":1,"tweetType":1,"viewCount":889,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":586474045939992,"gmtCreate":1784213654774,"gmtModify":1784213656654,"author":{"id":"4091799483385130","authorId":"4091799483385130","name":"股市9527","avatar":"https://static.tigerbbs.com/7fd42aa6081828619228897cc07fe142","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091799483385130","idStr":"4091799483385130"},"themes":[],"title":"","htmlText":"这个人也就是著名的韭菜 跟她的投资收益裤衩子都赔掉了","listText":"这个人也就是著名的韭菜 跟她的投资收益裤衩子都赔掉了","text":"这个人也就是著名的韭菜 跟她的投资收益裤衩子都赔掉了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/586474045939992","repostId":"2651443872","repostType":2,"repost":{"id":"2651443872","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1784195848,"share":"https://www.laohunote.com/m/news/2651443872?lang=zh_CN&edition=full","pubTime":"2026-07-16 17:57","market":"nz","language":"zh","title":"木头姐日内调仓分化 持续加码航天军工 减持农业基因标的","url":"https://stock-news.laohu8.com/highlight/detail?id=2651443872","media":"金吾财讯","summary":"当日资金投入力度最大的标的为太空探索技术公司 ，多只 ARK 系 ETF 合计斥资 1670 万美元，买入 122807 股，对应成交均价约 135.99 美元，机构持续加大航天赛道配置比重。","content":"<html><body><p>金吾财讯 | 凯茜・伍德旗下 ARK Invest 于周三完成多只标的大额调仓，整体呈现增持<a href=\"https://laohu8.com/S/000901\">航天</a>、基因编辑创新企业，同步减持农机、基因测序类个股的操作思路，多只旗下 ETF 同步参与交易，资金在不同成长赛道间重新分配。当日资金投入力度最大的标的为太空探索技术公司 (SPCX)，多只 ARK 系 ETF 合计斥资 1670 万美元，买入 122807 股，对应成交均价约 135.99 美元，机构持续加大<a href=\"https://laohu8.com/S/00031\">航天</a>赛道配置比重。</p><p>减持端延续此前阶段性出货节奏，农机龙头 Deere &amp; Co (DE)、基因测序企业 <a href=\"https://laohu8.com/S/TWST\">Twist Bioscience Corp</a> (TWST)、10X Genomics Inc (TXG) 均遭遇抛售。其中卖出 6833 股 DE，回笼资金近 400 万美元；抛售 71209 股 TWST，交易总额 658.90 万美元；ARKK ETF 卖出 99977 股 TXG，套现 457.79 万美元，基因测序、传统农业设备板块持仓持续收缩。</p><p>同期机构同步布局两条高成长细分赛道，基因编辑与国防军工均获资金加仓。ARKG ETF 购入 32751 股 Beam <a href=\"https://laohu8.com/S/LENZ\">Therapeutics</a> (BEAM)，投入资金 101.17 万美元；ARKQ、ARKX 两只航天军工主题 ETF 联合买入 34123 股 Kratos Defense and Security Solutions Inc (KTOS)，合计投入 171.84 万美元。</p></body></html>","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>木头姐日内调仓分化 持续加码航天军工 减持农业基因标的</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; 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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木头姐日内调仓分化 持续加码航天军工 减持农业基因标的\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-07-16 17:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 凯茜・伍德旗下 ARK Invest 于周三完成多只标的大额调仓，整体呈现增持<a href=\"https://laohu8.com/S/000901\">航天</a>、基因编辑创新企业，同步减持农机、基因测序类个股的操作思路，多只旗下 ETF 同步参与交易，资金在不同成长赛道间重新分配。当日资金投入力度最大的标的为太空探索技术公司 (SPCX)，多只 ARK 系 ETF 合计斥资 1670 万美元，买入 122807 股，对应成交均价约 135.99 美元，机构持续加大<a href=\"https://laohu8.com/S/00031\">航天</a>赛道配置比重。</p><p>减持端延续此前阶段性出货节奏，农机龙头 Deere &amp; Co (DE)、基因测序企业 <a href=\"https://laohu8.com/S/TWST\">Twist Bioscience Corp</a> (TWST)、10X Genomics Inc (TXG) 均遭遇抛售。其中卖出 6833 股 DE，回笼资金近 400 万美元；抛售 71209 股 TWST，交易总额 658.90 万美元；ARKK ETF 卖出 99977 股 TXG，套现 457.79 万美元，基因测序、传统农业设备板块持仓持续收缩。</p><p>同期机构同步布局两条高成长细分赛道，基因编辑与国防军工均获资金加仓。ARKG ETF 购入 32751 股 Beam <a href=\"https://laohu8.com/S/LENZ\">Therapeutics</a> (BEAM)，投入资金 101.17 万美元；ARKQ、ARKX 两只航天军工主题 ETF 联合买入 34123 股 Kratos Defense and Security Solutions Inc (KTOS)，合计投入 171.84 万美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/NjEzNTY0MzU5MDE2.png","relate_stocks":{"159041":"农业","161024":"军工","SPCF":"2倍做多SpaceX ETF-ProShares","BEAM":"Beam Therapeutics, Inc.","CBXJ":"Calamos Bitcoin 90 Series Structured Alt Protection ETF - January","KTOS":"克瑞拓斯安全防卫","BETH":"比特币&以太币期货ETF-ProShares","SPAL":"2倍做多Space X ETF-GraniteShares","TWST":"Twist Bioscience Corp","ARKQ":"ARK Autonomous Technology & Robotics ETF","LOFF":"2倍做多SpaceX ETF-Direxion","DE":"迪尔股份有限公司","FTAG":"First Trust Indxx Global Agriculture ETF","BTRN":"比特币期货ETF-Global X","MADE":"iShares U.S. Manufacturing ETF","QBF":"Innovator Uncapped Bitcoin 20 Floor ETF - Quarterly","IDNA":"iShares Genomics Immunology and Healthcare ETF","ARKW":"ARK Next Generation Internet ETF","ARKB":"比特币ETF-21Shares","KROP":"Global X AgTech & Food Innovation ETF","SNK":"2倍做空SpaceX ETF-GraniteShares","HWAY":"Themes US Infrastructure ETF","ARKX":"ARK Space Exploration & Innovation ETF","FMED":"Fidelity Disruptive Medicine ETF","SPCG":"2倍做空SpaceX ETF-Tradr","BITU":"2倍做多比特币期货ETF-Proshares","SHLD":"Global X Defense Tech ETF","BFAP":"FT Vest Bitcoin Strategy Floor15 ETF - April","SARK":"Tradr 1X Short Innovation Daily ETF","BTCL":"T-REX 2X LONG BITCOIN DAILY TARGET ETF","DFII":"FT Cboe Vest Bitcoin Strategy & Target Income ETF","HODL":"比特币ETF-VanEck","BTFX":"比特币期货ETF-CoinShares","SPCH":"2倍做多SpaceX ETF-Leverage Shares","ARKK":"ARK Innovation ETF","TXG":"10x Genomics, Inc.","GNOM":"Global X Genomics & Biotechnology ETF","ARKF":"ARK Fintech Innovation ETF","ARKG":"ARK Genomic Revolution ETF","CBTY":"Calamos Bitcoin 80 Series Structured Alt Protection ETF - July","BITB":"比特币ETF-Bitwise","CBXA":"Calamos Bitcoin 90 Series Structured Alt Protection ETF – April","SPCX":"SPAC and New Issue ETF","BCCC":"Global X Bitcoin Covered Call ETF","VEGI":"iShares MSCI Agriculture Producers ETF","SPCU":"2倍做多SpaceX ETF-Defiance","WDNA":"WisdomTree BioRevolution Fund","KTUP":"T-Rex 2X Long KTOS Daily Target ETF"},"source_url":"302638","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2651443872","content_text":"金吾财讯 | 凯茜・伍德旗下 ARK Invest 于周三完成多只标的大额调仓，整体呈现增持航天、基因编辑创新企业，同步减持农机、基因测序类个股的操作思路，多只旗下 ETF 同步参与交易，资金在不同成长赛道间重新分配。当日资金投入力度最大的标的为太空探索技术公司 (SPCX)，多只 ARK 系 ETF 合计斥资 1670 万美元，买入 122807 股，对应成交均价约 135.99 美元，机构持续加大航天赛道配置比重。减持端延续此前阶段性出货节奏，农机龙头 Deere & Co (DE)、基因测序企业 Twist Bioscience Corp (TWST)、10X Genomics Inc (TXG) 均遭遇抛售。其中卖出 6833 股 DE，回笼资金近 400 万美元；抛售 71209 股 TWST，交易总额 658.90 万美元；ARKK ETF 卖出 99977 股 TXG，套现 457.79 万美元，基因测序、传统农业设备板块持仓持续收缩。同期机构同步布局两条高成长细分赛道，基因编辑与国防军工均获资金加仓。ARKG ETF 购入 32751 股 Beam Therapeutics (BEAM)，投入资金 101.17 万美元；ARKQ、ARKX 两只航天军工主题 ETF 联合买入 34123 股 Kratos Defense and Security Solutions Inc (KTOS)，合计投入 171.84 万美元。","news_type":1,"symbols_score_info":{"159041":1.5,"161024":1.5,"SPCH":0.6,"SPCF":0.6,"CBXA":0.6,"LOFF":0.6,"QBF":0.6,"BETH":0.6,"TXG":0.9,"BTCL":0.6,"SPCX":0.9,"CBTY":0.6,"SPAL":0.6,"BTRN":0.6,"BCCC":0.6,"TWST":0.9,"ARKB":1.5,"IDNA":0.6,"KROP":0.6,"MADE":0.6,"GNOM":0.6,"KTUP":0.6,"DE":0.9,"FMED":0.6,"SHLD":1.5,"ARKG":1.5,"KTOS":0.9,"ARKK":1.5,"SPCG":0.6,"SNK":0.6,"SPCU":0.6,"FTAG":0.6,"BEAM":0.9,"VEGI":0.6,"DFII":0.6,"ARKW":1.5,"CBXJ":0.6,"ARKF":1.5,"ARKX":1.5,"ARKQ":1.5,"BFAP":0.6,"BTFX":0.6,"WDNA":0.6,"BITU":0.6,"SARK":1.5,"BITB":0.6,"HWAY":0.6,"HODL":0.6}},"isVote":1,"tweetType":1,"viewCount":793,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":586106690273856,"gmtCreate":1784123965008,"gmtModify":1784132244963,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"卧槽， amd， &nbsp;英伟达， 台积电， 特斯拉，google，三星，... 和谁没搞过。 把老古董产品线拿出来充数， 你认为为啥？&nbsp;","listText":"卧槽， amd， &nbsp;英伟达， 台积电， 特斯拉，google，三星，... 和谁没搞过。 把老古董产品线拿出来充数， 你认为为啥？&nbsp;","text":"卧槽， amd， 英伟达， 台积电， 特斯拉，google，三星，... 和谁没搞过。 把老古董产品线拿出来充数， 你认为为啥？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/586106690273856","repostId":"2651650084","repostType":2,"repost":{"id":"2651650084","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1784120407,"share":"https://www.laohunote.com/m/news/2651650084?lang=zh_CN&edition=full","pubTime":"2026-07-15 21:00","market":"other","language":"zh","title":"英特尔已与多家科技巨头达成合作，盘前股价上涨2.64%  KeyBanc将其目标价提升至155美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2651650084","media":"金吾财讯","summary":"金吾财讯 | 英特尔 周三盘前股价上涨2.64%。数据显示，英特尔 18A 工艺良率从上季度 65% 攀升至 85%，该水平仅次于台积电 N2 工艺 90% 的良率，大幅领先三星 SF2 工艺 50% 至 60% 的良率。制程迭代方面，英特尔 18A 工艺已实现量产，18A-P 工艺处于风险生产阶段，14A 工艺预计 2028 年开启风险生产、2029 年正式量产。金融机构KeyBanc将其目标股价从110美元提升至155美元。","content":"<html><body><p>金吾财讯 | <a href=\"https://laohu8.com/S/INTC\">英特尔</a>（INTC）周三盘前股价上涨2.64%。</p><p>据悉，当前<a href=\"https://laohu8.com/S/TSM\">台积电</a>高端制程产能紧缺，无法满足全部客户订单需求，英特尔凭借制程良率的显著提升成为市场重要替代选择。数据显示，英特尔 18A 工艺良率从上季度 65% 攀升至 85%，该水平仅次于台积电 N2 工艺 90% 的良率，大幅领先<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a> SF2 工艺 50% 至 60% 的良率。英特尔正持续推进产能爬坡，年内将推出 Panther Lake、Wildcat Lake 系列新款处理器，同时扩容 Intel 4、Intel 3 数据中心制程产能，市场预计 AI 需求将推动其 CPU 业务本年度增长 25%–30%、明年增长 50%。</p><p>制程迭代方面，英特尔 18A 工艺已实现量产，18A-P 工艺处于风险生产阶段，14A 工艺预计 2028 年开启风险生产、2029 年正式量产。封装技术层面，英特尔 EMIB-T 芯片良率从三个月前的 90% 提升至 98%，良率水平已对标台积电 CoWoS 封装技术，目前<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a> AWS 的多款芯片产品均已采用英特尔 EMIB 封装工艺，依托制程与封装技术的双重突破，英特尔逐步具备了与台积电高端半导体业务竞争的实力。</p><p><a href=\"https://laohu8.com/S/FISI\">金融机构</a>KeyBanc将其目标股价从110美元提升至155美元。</p></body></html>","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>英特尔已与多家科技巨头达成合作，盘前股价上涨2.64%  KeyBanc将其目标价提升至155美元</title>\n<style 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}\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英特尔已与多家科技巨头达成合作，盘前股价上涨2.64%  KeyBanc将其目标价提升至155美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-07-15 21:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | <a href=\"https://laohu8.com/S/INTC\">英特尔</a>（INTC）周三盘前股价上涨2.64%。</p><p>据悉，当前<a href=\"https://laohu8.com/S/TSM\">台积电</a>高端制程产能紧缺，无法满足全部客户订单需求，英特尔凭借制程良率的显著提升成为市场重要替代选择。数据显示，英特尔 18A 工艺良率从上季度 65% 攀升至 85%，该水平仅次于台积电 N2 工艺 90% 的良率，大幅领先<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a> SF2 工艺 50% 至 60% 的良率。英特尔正持续推进产能爬坡，年内将推出 Panther Lake、Wildcat Lake 系列新款处理器，同时扩容 Intel 4、Intel 3 数据中心制程产能，市场预计 AI 需求将推动其 CPU 业务本年度增长 25%–30%、明年增长 50%。</p><p>制程迭代方面，英特尔 18A 工艺已实现量产，18A-P 工艺处于风险生产阶段，14A 工艺预计 2028 年开启风险生产、2029 年正式量产。封装技术层面，英特尔 EMIB-T 芯片良率从三个月前的 90% 提升至 98%，良率水平已对标台积电 CoWoS 封装技术，目前<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a> AWS 的多款芯片产品均已采用英特尔 EMIB 封装工艺，依托制程与封装技术的双重突破，英特尔逐步具备了与台积电高端半导体业务竞争的实力。</p><p><a href=\"https://laohu8.com/S/FISI\">金融机构</a>KeyBanc将其目标股价从110美元提升至155美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/M2NjYTVjM2E3MDRjYTFiZmZmYzMyZjE2M2IwN2QyMTcwMjk2NTYxMTQ=.png","relate_stocks":{"LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) ACC","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","BK4529":"IDC概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4602":"量子计算概念","SOXX":"iShares费城交易所半导体ETF","04335":"英特尔-T","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4575":"芯片概念","LINT":"Direxion Daily INTC Bull 2X ETF","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","FTXL":"First Trust Nasdaq 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Rowe Price Technology ETF","BK4554":"元宇宙及AR概念","HK0000304805.HKD":"PICTET 战略收益基金 P类港元","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4543":"AI","BK4527":"明星科技股","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","BK4512":"苹果概念","AIQ":"Global X Artificial Intelligence & Technology ETF","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4585":"ETF&股票定投概念","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC"},"source_url":"302603","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2651650084","content_text":"金吾财讯 | 英特尔（INTC）周三盘前股价上涨2.64%。据悉，当前台积电高端制程产能紧缺，无法满足全部客户订单需求，英特尔凭借制程良率的显著提升成为市场重要替代选择。数据显示，英特尔 18A 工艺良率从上季度 65% 攀升至 85%，该水平仅次于台积电 N2 工艺 90% 的良率，大幅领先三星 SF2 工艺 50% 至 60% 的良率。英特尔正持续推进产能爬坡，年内将推出 Panther Lake、Wildcat Lake 系列新款处理器，同时扩容 Intel 4、Intel 3 数据中心制程产能，市场预计 AI 需求将推动其 CPU 业务本年度增长 25%–30%、明年增长 50%。制程迭代方面，英特尔 18A 工艺已实现量产，18A-P 工艺处于风险生产阶段，14A 工艺预计 2028 年开启风险生产、2029 年正式量产。封装技术层面，英特尔 EMIB-T 芯片良率从三个月前的 90% 提升至 98%，良率水平已对标台积电 CoWoS 封装技术，目前英伟达、谷歌、亚马逊 AWS 的多款芯片产品均已采用英特尔 EMIB 封装工艺，依托制程与封装技术的双重突破，英特尔逐步具备了与台积电高端半导体业务竞争的实力。金融机构KeyBanc将其目标股价从110美元提升至155美元。","news_type":1,"symbols_score_info":{"04335":1.97,"CHPS":0.6,"XNTK":0.6,"SOXX":0.6,"FTXL":0.6,"QQQA":0.6,"TTEQ":0.6,"AIQ":0.6,"LEGR":0.6,"DRIV":0.6,"AIS":0.6,"INTC":1.97,"LINT":0.6,"INTW":0.6}},"isVote":1,"tweetType":1,"viewCount":849,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":585224461689536,"gmtCreate":1783908496179,"gmtModify":1783908498072,"author":{"id":"3577672619163332","authorId":"3577672619163332","name":"Cartman","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577672619163332","idStr":"3577672619163332"},"themes":[],"title":"","htmlText":"哈哈哈哈哈哈哈哈哈哈哈哈跟菊花混能有什么好下场","listText":"哈哈哈哈哈哈哈哈哈哈哈哈跟菊花混能有什么好下场","text":"哈哈哈哈哈哈哈哈哈哈哈哈跟菊花混能有什么好下场","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/585224461689536","repostId":"2651516268","repostType":2,"repost":{"id":"2651516268","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1783906914,"share":"https://www.laohunote.com/m/news/2651516268?lang=zh_CN&edition=full","pubTime":"2026-07-13 09:41","market":"hk","language":"zh","title":"赛力斯(09927)AH股齐挫 料中期由盈转亏","url":"https://stock-news.laohu8.com/highlight/detail?id=2651516268","media":"金吾财讯","summary":"金吾财讯 | 赛力斯 发盈警，拖累股价表现，截至发稿，报42.68港元，跌10.71%，成交额3761.41万港元。此外，对应A股赛力斯同步走地，暂报54.8元人民币，跌8.51%，成交额8.54亿元人民币。据公告显示，与上年同期录得归属于上市公司股东的净利润29.41亿元相比，预期截至2026年6月30日止6个月录得归属于上市公司股东的净亏损为15亿到18亿元。其中，预计赛力斯汽车2026年半年度实现归属于上市公司股东的净亏损为10.5亿到13亿元。","content":"<html><body><p>金吾财讯 | <a href=\"https://laohu8.com/S/601127\">赛力斯</a>(09927)发盈警，拖累股价表现，截至发稿，报42.68港元，跌10.71%，成交额3761.41万港元。此外，对应A股<a href=\"https://laohu8.com/S/09927\">赛力斯</a>(601127)同步走地，暂报54.8元人民币，跌8.51%，成交额8.54亿元人民币。据公告显示，与上年同期录得归属于上市公司股东的净利润29.41亿元(人民币，下同)相比，预期截至2026年6月30日止6个月录得归属于上市公司股东的净亏损为15亿到18亿元。其中，预计赛力斯汽车(问界汽车)2026年半年度实现归属于上市公司股东的净亏损为10.5亿到13亿元。公告指，受存储芯片、工业金属、碳酸锂等主要原材料价格上涨等因素的影响，公司生产成本随之增加；基于审慎性原则并进一步夯实整体资产质量，结合资产后续收益预期，对部分因技术迭代、车型换代导致适配性有限的存量资产调整帐面价值。受上述因素影响，公司核心子公司问界汽车业绩出现波动，由盈转亏，其二季度归属于上市公司股东的净亏损为19亿到21.5亿元。因此，预计公司本期合并口径归属于上市公司股东的净利润为负值。当前，公司保持充裕的现金储备和稳健的资产负债结构，能够为业务发展、技术研发及战略投入提供坚实保障，具备良好的持续经营能力和风险抵御能力。</p></body></html>","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>赛力斯(09927)AH股齐挫 料中期由盈转亏</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; 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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赛力斯(09927)AH股齐挫 料中期由盈转亏\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-07-13 09:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | <a href=\"https://laohu8.com/S/601127\">赛力斯</a>(09927)发盈警，拖累股价表现，截至发稿，报42.68港元，跌10.71%，成交额3761.41万港元。此外，对应A股<a href=\"https://laohu8.com/S/09927\">赛力斯</a>(601127)同步走地，暂报54.8元人民币，跌8.51%，成交额8.54亿元人民币。据公告显示，与上年同期录得归属于上市公司股东的净利润29.41亿元(人民币，下同)相比，预期截至2026年6月30日止6个月录得归属于上市公司股东的净亏损为15亿到18亿元。其中，预计赛力斯汽车(问界汽车)2026年半年度实现归属于上市公司股东的净亏损为10.5亿到13亿元。公告指，受存储芯片、工业金属、碳酸锂等主要原材料价格上涨等因素的影响，公司生产成本随之增加；基于审慎性原则并进一步夯实整体资产质量，结合资产后续收益预期，对部分因技术迭代、车型换代导致适配性有限的存量资产调整帐面价值。受上述因素影响，公司核心子公司问界汽车业绩出现波动，由盈转亏，其二季度归属于上市公司股东的净亏损为19亿到21.5亿元。因此，预计公司本期合并口径归属于上市公司股东的净利润为负值。当前，公司保持充裕的现金储备和稳健的资产负债结构，能够为业务发展、技术研发及战略投入提供坚实保障，具备良好的持续经营能力和风险抵御能力。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20200908/YzIxOTk5NDIxODE3ODE=.png","relate_stocks":{"601127":"赛力斯","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","BK0028":"国家队","BK0014":"新能源汽车","BK0201":"可转债","BK0185":"二线龙头","BK1119":"汽车制造商","09927":"赛力斯","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","BK0012":"证金概念","BK0264":"汽车制造"},"source_url":"1985665","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2651516268","content_text":"金吾财讯 | 赛力斯(09927)发盈警，拖累股价表现，截至发稿，报42.68港元，跌10.71%，成交额3761.41万港元。此外，对应A股赛力斯(601127)同步走地，暂报54.8元人民币，跌8.51%，成交额8.54亿元人民币。据公告显示，与上年同期录得归属于上市公司股东的净利润29.41亿元(人民币，下同)相比，预期截至2026年6月30日止6个月录得归属于上市公司股东的净亏损为15亿到18亿元。其中，预计赛力斯汽车(问界汽车)2026年半年度实现归属于上市公司股东的净亏损为10.5亿到13亿元。公告指，受存储芯片、工业金属、碳酸锂等主要原材料价格上涨等因素的影响，公司生产成本随之增加；基于审慎性原则并进一步夯实整体资产质量，结合资产后续收益预期，对部分因技术迭代、车型换代导致适配性有限的存量资产调整帐面价值。受上述因素影响，公司核心子公司问界汽车业绩出现波动，由盈转亏，其二季度归属于上市公司股东的净亏损为19亿到21.5亿元。因此，预计公司本期合并口径归属于上市公司股东的净利润为负值。当前，公司保持充裕的现金储备和稳健的资产负债结构，能够为业务发展、技术研发及战略投入提供坚实保障，具备良好的持续经营能力和风险抵御能力。","news_type":1,"symbols_score_info":{"601127":1.89,"09927":1.89}},"isVote":1,"tweetType":1,"viewCount":754,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}]}