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李白爱貂蝉
11-11
$英特尔(INTC)$
人工智能啊无人机啊机器人啊,算力需求简直要突破天际。半导体教父的预言果然应验,未来属于那些掌控芯片命脉的大佬。这个赛道咱们得用望远镜看远方...
李白爱貂蝉
11-06
$英特尔(INTC)$
这波拉升真是煞费苦心,估摸着再过几天就能重回45-50刀区间,兄弟们可要坐稳扶好了
李白爱貂蝉
11-06
这
$英特尔(INTC)$
简直要原地起飞啊!在中立或上涨行情里,这货绝对能轻松跑赢大盘和同行。眼看着PC市场要收复失地,高性能计算、数据中心、边缘AI这些赛道都在布局,下一代晶圆厂要是能水到渠成,股价破百还不是分分钟的事?干了这杯庆功酒,坐等好戏开场!
李白爱貂蝉
10-30
科技三巨头
$英特尔(INTC)$
/
$戴尔(DELL)$
/
$微软(MSFT)$
联手搞事情!从AI芯片设计到量子计算,美国半导体制造要起飞了~ 财报数据直接炸场!
$英特尔(INTC)$
三季度业绩堪称逆风翻盘,各项指标全面超预期。不仅碾压市场共识,连自家月初放的卫星都给比下去了。这波亮眼表现让所有预测都黯然失色,活脱脱一部企业财务复苏的爽文剧本!
李白爱貂蝉
10-27
被市场忽视的关键信号:
$英特尔(INTC)$
巧妙实现了代工与产品的双重盈利模式——既享受
$台积电(TSM)$
式的晶圆代工利润,又坐拥
$英伟达(NVDA)$
/
$美国超微公司(AMD)$
式的产品溢价。这种制造+平台打包的双管齐下模式,不仅能放大经营杠杆,还能有效规避供应链风险。当市场开始用代工厂和芯片设计公司的双重标准来估值时,价值重估自然水到渠成。
李白爱貂蝉
10-27
$英特尔(INTC)$
这个芯片巨头真是独善其身,其他无厂设计公司现在可真是风雨飘摇,看来护城河还得看自家工厂啊。
李白爱貂蝉
10-26
川普可不是闲得慌才拿下
$英特尔(INTC)$
那9.99%的股份,这波操作摆明是要扶他们上青云。
李白爱貂蝉
10-20
要搞大事了。既然
$美国超微公司(AMD)$
作为行业老二都能起飞,全球最强半导体公司
$英伟达(NVDA)$
还不得原地升天?各位拿稳筹码坐等惊喜,千万别急着卖!
李白爱貂蝉
10-16
$英特尔(INTC)$
财报数字随它去,风物长宜放眼量。小道消息和未来蓝图,才是真章。
李白爱貂蝉
10-16
$英特尔(INTC)$
行权价68美元的期权即将到期,五年曲线走势喜人,好戏还在后头。放眼望去,没有比这只绩优科技股更便宜的了...拿稳别松手!
李白爱貂蝉
10-15
$英特尔(INTC)$
放出数据中心显卡新王牌"Crescent Island",搭载Xe3P架构专攻AI推理
李白爱貂蝉
10-15
$台积电(TSM)$
买它!财报一出,周五冲上330美元不是梦。
李白爱貂蝉
10-14
$英特尔(INTC)$
刚入手的股票已经浮盈1.5%了
李白爱貂蝉
10-14
$英特尔(INTC)$
这回可真是天时地利都占全了——美国本土晶圆厂、全新芯片设计、18A/14A制程、地缘政治加持,还有
$戴尔(DELL)$
等老伙计们携手同行。
李白爱貂蝉
10-14
$台积电(TSM)$
这波财报电话会议前押注六位数资金,算不算火中取栗?
李白爱貂蝉
10-14
$英伟达(NVDA)$
当前27倍前瞻市盈率简直物美价廉,比
$沃尔玛(WMT)$
和
$好市多(COST)$
还划算,直奔300刀指日可待
李白爱貂蝉
10-13
$英特尔(INTC)$
这股神秘力量要把
$台积电(TSM)$
股价推上40大关
李白爱貂蝉
10-13
$英特尔(INTC)$
前掌舵手Pat Gelsinger曾多次对Panther Lake赞不绝口,称其为18A制程的得意门生。这位老哥去年亲自把样品送到
$联想集团ADR(LNVGY)$
,功成身退之际留下件精雕细琢的作品。如今看到的性能与能效数据,正是Gelsinger与现任CEO陈立武团队的心血结晶。虽说新发布的成果带着前任的印记,但江湖路远终须各显神通。
李白爱貂蝉
10-13
$英伟达(NVDA)$
。投资如数学,复利效应能让财富滚雪球。长期持有等于财富密码。
李白爱貂蝉
10-12
$英特尔(INTC)$
芯片设计的黄金时代已是过去式,晶圆代工即将迎来高光时刻。
去老虎APP查看更多动态
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人工智能啊无人机啊机器人啊,算力需求简直要突破天际。半导体教父的预言果然应验,未来属于那些掌控芯片命脉的大佬。这个赛道咱们得用望远镜看远方...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499049435169016","isVote":1,"tweetType":1,"viewCount":1023,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497264444457224,"gmtCreate":1762376917000,"gmtModify":1762440755544,"author":{"id":"10000000000010540","authorId":"10000000000010540","name":"李白爱貂蝉","avatar":"https://static.tigerbbs.com/2abee7c4586b9b9c43f64b5fd9ad0a2d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010540","idStr":"10000000000010540"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"1\"></v-v> 这波拉升真是煞费苦心,估摸着再过几天就能重回45-50刀区间,兄弟们可要坐稳扶好了","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"1\"></v-v> 这波拉升真是煞费苦心,估摸着再过几天就能重回45-50刀区间,兄弟们可要坐稳扶好了","text":"$英特尔(INTC)$ 这波拉升真是煞费苦心,估摸着再过几天就能重回45-50刀区间,兄弟们可要坐稳扶好了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497264444457224","isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497220562362632,"gmtCreate":1762372730000,"gmtModify":1762440755008,"author":{"id":"10000000000010540","authorId":"10000000000010540","name":"李白爱貂蝉","avatar":"https://static.tigerbbs.com/2abee7c4586b9b9c43f64b5fd9ad0a2d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010540","idStr":"10000000000010540"},"themes":[],"htmlText":"这<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>简直要原地起飞啊!在中立或上涨行情里,这货绝对能轻松跑赢大盘和同行。眼看着PC市场要收复失地,高性能计算、数据中心、边缘AI这些赛道都在布局,下一代晶圆厂要是能水到渠成,股价破百还不是分分钟的事?干了这杯庆功酒,坐等好戏开场!","listText":"这<a 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href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>/<a href=\"https://laohu8.com/S/DELL\">$戴尔(DELL)$ </a>/<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>联手搞事情!从AI芯片设计到量子计算,美国半导体制造要起飞了~ 财报数据直接炸场!<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>三季度业绩堪称逆风翻盘,各项指标全面超预期。不仅碾压市场共识,连自家月初放的卫星都给比下去了。这波亮眼表现让所有预测都黯然失色,活脱脱一部企业财务复苏的爽文剧本!","listText":"科技三巨头<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>/<a href=\"https://laohu8.com/S/DELL\">$戴尔(DELL)$ </a>/<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a>联手搞事情!从AI芯片设计到量子计算,美国半导体制造要起飞了~ 财报数据直接炸场!<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>三季度业绩堪称逆风翻盘,各项指标全面超预期。不仅碾压市场共识,连自家月初放的卫星都给比下去了。这波亮眼表现让所有预测都黯然失色,活脱脱一部企业财务复苏的爽文剧本!","text":"科技三巨头$英特尔(INTC)$ /$戴尔(DELL)$ /$微软(MSFT)$ 联手搞事情!从AI芯片设计到量子计算,美国半导体制造要起飞了~ 财报数据直接炸场!$英特尔(INTC)$ 三季度业绩堪称逆风翻盘,各项指标全面超预期。不仅碾压市场共识,连自家月初放的卫星都给比下去了。这波亮眼表现让所有预测都黯然失色,活脱脱一部企业财务复苏的爽文剧本!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/494847052865784","isVote":1,"tweetType":1,"viewCount":1357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":493593121112328,"gmtCreate":1761513067000,"gmtModify":1761575293311,"author":{"id":"10000000000010540","authorId":"10000000000010540","name":"李白爱貂蝉","avatar":"https://static.tigerbbs.com/2abee7c4586b9b9c43f64b5fd9ad0a2d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010540","idStr":"10000000000010540"},"themes":[],"htmlText":"被市场忽视的关键信号:<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>巧妙实现了代工与产品的双重盈利模式——既享受<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a>式的晶圆代工利润,又坐拥<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>/<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>式的产品溢价。这种制造+平台打包的双管齐下模式,不仅能放大经营杠杆,还能有效规避供应链风险。当市场开始用代工厂和芯片设计公司的双重标准来估值时,价值重估自然水到渠成。","listText":"被市场忽视的关键信号:<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>巧妙实现了代工与产品的双重盈利模式——既享受<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a>式的晶圆代工利润,又坐拥<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>/<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>式的产品溢价。这种制造+平台打包的双管齐下模式,不仅能放大经营杠杆,还能有效规避供应链风险。当市场开始用代工厂和芯片设计公司的双重标准来估值时,价值重估自然水到渠成。","text":"被市场忽视的关键信号:$英特尔(INTC)$ 巧妙实现了代工与产品的双重盈利模式——既享受$台积电(TSM)$ 式的晶圆代工利润,又坐拥$英伟达(NVDA)$ /$美国超微公司(AMD)$ 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你说的话,用来解释intel的股价上涨,是错误归因。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":493622999023880,"gmtCreate":1761510836000,"gmtModify":1761575185027,"author":{"id":"10000000000010540","authorId":"10000000000010540","name":"李白爱貂蝉","avatar":"https://static.tigerbbs.com/2abee7c4586b9b9c43f64b5fd9ad0a2d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010540","idStr":"10000000000010540"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>这个芯片巨头真是独善其身,其他无厂设计公司现在可真是风雨飘摇,看来护城河还得看自家工厂啊。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>这个芯片巨头真是独善其身,其他无厂设计公司现在可真是风雨飘摇,看来护城河还得看自家工厂啊。","text":"$英特尔(INTC)$ 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,功成身退之际留下件精雕细琢的作品。如今看到的性能与能效数据,正是Gelsinger与现任CEO陈立武团队的心血结晶。虽说新发布的成果带着前任的印记,但江湖路远终须各显神通。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/488714991100152","isVote":1,"tweetType":1,"viewCount":560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":488640208920824,"gmtCreate":1760296366000,"gmtModify":1760344196973,"author":{"id":"10000000000010540","authorId":"10000000000010540","name":"李白爱貂蝉","avatar":"https://static.tigerbbs.com/2abee7c4586b9b9c43f64b5fd9ad0a2d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010540","idStr":"10000000000010540"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>。投资如数学,复利效应能让财富滚雪球。长期持有等于财富密码。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>。投资如数学,复利效应能让财富滚雪球。长期持有等于财富密码。","text":"$英伟达(NVDA)$ 。投资如数学,复利效应能让财富滚雪球。长期持有等于财富密码。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/488640208920824","isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":488597429981576,"gmtCreate":1760280907000,"gmtModify":1760344196588,"author":{"id":"10000000000010540","authorId":"10000000000010540","name":"李白爱貂蝉","avatar":"https://static.tigerbbs.com/2abee7c4586b9b9c43f64b5fd9ad0a2d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010540","idStr":"10000000000010540"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>芯片设计的黄金时代已是过去式,晶圆代工即将迎来高光时刻。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>芯片设计的黄金时代已是过去式,晶圆代工即将迎来高光时刻。","text":"$英特尔(INTC)$ 芯片设计的黄金时代已是过去式,晶圆代工即将迎来高光时刻。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/488597429981576","isVote":1,"tweetType":1,"viewCount":101,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":473651314610512,"gmtCreate":1756659226000,"gmtModify":1756703073869,"author":{"id":"10000000000010540","authorId":"10000000000010540","name":"李白爱貂蝉","avatar":"https://static.tigerbbs.com/2abee7c4586b9b9c43f64b5fd9ad0a2d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010540","authorIdStr":"10000000000010540"},"themes":[],"htmlText":"软银掌门人孙正义豪掷20亿刀押注<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>,这波操作有点东西。要知道他手里还攥着<a href=\"https://laohu8.com/S/ARM\">$ARM Holdings(ARM)$ </a>、Graphcore这些芯片设计王牌,现在又要吃下Ampere,整个棋盘摆得明明白白——芯片界这是要变天啊!","listText":"软银掌门人孙正义豪掷20亿刀押注<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ 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href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>三季度业绩堪称逆风翻盘,各项指标全面超预期。不仅碾压市场共识,连自家月初放的卫星都给比下去了。这波亮眼表现让所有预测都黯然失色,活脱脱一部企业财务复苏的爽文剧本!","text":"科技三巨头$英特尔(INTC)$ /$戴尔(DELL)$ /$微软(MSFT)$ 联手搞事情!从AI芯片设计到量子计算,美国半导体制造要起飞了~ 财报数据直接炸场!$英特尔(INTC)$ 三季度业绩堪称逆风翻盘,各项指标全面超预期。不仅碾压市场共识,连自家月初放的卫星都给比下去了。这波亮眼表现让所有预测都黯然失色,活脱脱一部企业财务复苏的爽文剧本!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/494847052865784","isVote":1,"tweetType":1,"viewCount":1357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":448061342093472,"gmtCreate":1750383940000,"gmtModify":1750397987025,"author":{"id":"10000000000010540","authorId":"10000000000010540","name":"李白爱貂蝉","avatar":"https://static.tigerbbs.com/2abee7c4586b9b9c43f64b5fd9ad0a2d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010540","authorIdStr":"10000000000010540"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a><a href=\"https://laohu8.com/S/MRVL\">$迈威尔科技(MRVL)$ </a>作为<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$ </a>竞争对手,最近跟风搞AI芯片预期结果股价直接窜了7%。今年在TSMC十大客户里垫底的货,按这架势怕是要踩着<a href=\"https://laohu8.com/S/SONY\">$索尼(SONY)$ </a>和<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>上位了。","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a><a href=\"https://laohu8.com/S/MRVL\">$迈威尔科技(MRVL)$ </a>作为<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$ </a>竞争对手,最近跟风搞AI芯片预期结果股价直接窜了7%。今年在TSMC十大客户里垫底的货,按这架势怕是要踩着<a href=\"https://laohu8.com/S/SONY\">$索尼(SONY)$ </a>和<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>上位了。","text":"$台积电(TSM)$ $迈威尔科技(MRVL)$ 作为$博通(AVGO)$ 竞争对手,最近跟风搞AI芯片预期结果股价直接窜了7%。今年在TSMC十大客户里垫底的货,按这架势怕是要踩着$索尼(SONY)$ 和$英特尔(INTC)$ 上位了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/448061342093472","isVote":1,"tweetType":1,"viewCount":1751,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462129608683640,"gmtCreate":1753820147000,"gmtModify":1753845748572,"author":{"id":"10000000000010540","authorId":"10000000000010540","name":"李白爱貂蝉","avatar":"https://static.tigerbbs.com/2abee7c4586b9b9c43f64b5fd9ad0a2d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010540","authorIdStr":"10000000000010540"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"1\"></v-v> <a href=\"https://laohu8.com/S/IBM\">$IBM(IBM)$ </a>家的Gaudi 3人工智能加速器现已登陆德国法兰克福、美国华盛顿特区和得州达拉斯三大云服务区。这波操作堪称如虎添翼,客户现在就能通过IBM虚拟私有云调用,下半年还将开放跨架构部署。更刺激的是本季度即将支持Red Hat OpenShift和watsonx平台,让全球客户的数据处理能力原地起飞。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"1\"></v-v> <a href=\"https://laohu8.com/S/IBM\">$IBM(IBM)$ </a>家的Gaudi 3人工智能加速器现已登陆德国法兰克福、美国华盛顿特区和得州达拉斯三大云服务区。这波操作堪称如虎添翼,客户现在就能通过IBM虚拟私有云调用,下半年还将开放跨架构部署。更刺激的是本季度即将支持Red Hat OpenShift和watsonx平台,让全球客户的数据处理能力原地起飞。","text":"$英特尔(INTC)$ $IBM(IBM)$ 家的Gaudi 3人工智能加速器现已登陆德国法兰克福、美国华盛顿特区和得州达拉斯三大云服务区。这波操作堪称如虎添翼,客户现在就能通过IBM虚拟私有云调用,下半年还将开放跨架构部署。更刺激的是本季度即将支持Red Hat 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