天空使者的个人主页 - 老虎社区

天空使者

天空使者

慢慢撸

IP属地：北京

42关注

9粉丝

0主题

0勋章

2023-06-21

年底到500 立帖为证

抱歉，原内容已删除

2024-03-22

‌$特斯拉(TSLA)$ “‌知情人士”说放缓造车了，散户们赶紧跑啊‌[开心] ‌

2025-08-25

跟懂王炒股巴菲特都得认输

几乎没有赢家的“糟糕决策”！智库炮轰美政府巨资入股英特尔

2025-08-07

跟懂王一起抄底

美国总统特朗普表示，英特尔首席执行官存在严重的利益冲突，必须立即辞职

2025-08-07

$英特尔(INTC)$ 懂王开始炒intel 逢低补

2025-09-27

$英特尔(INTC)$ 一路甩人一路飞

2024-04-05

又骗了一堆人下车了

市场消息：特斯拉取消了低成本汽车计划

2024-03-22

老虎自己在做空

特斯拉盘前跌超2%，传拟削减在中国市场的汽车产量

2025-02-14

$英特尔(INTC)$ 兄弟们发车了不要被甩下了

2025-10-21

$甲骨文(ORCL)$ 今晚至少跌十个点

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTC.US)首席执行官陈立武突遭美国总统特朗普在社交媒体的猛烈抨击，被要求立即辞职。导火索是其在中国的大量投资历史。</p><p>智通财经APP获悉，这场危机最终演变为一场持续约40分钟、决定性的白宫会面，并意外地为英特尔争取到美国政府数十亿美元的注资。</p><p>2025年8月7日凌晨，特朗普发文直指陈立武“立场极度冲突”。此前，这位投资出身的CEO因与中国资本的深厚关联而备受审视。然而，面对压力，英特尔迅速行动安排会面。在椭圆形办公室，仅商务部长卢特尼克和财政部长贝森特陪同在场。</p><p>特朗普的核心关切是：陈立武如何扭转英特尔颓势?陈立武早有准备。他放弃了根据《芯片法案》可获得的巨额补贴，转而接受了一种更具政治意味的方案：以公司股权换取政府资金支持。最终，美国承诺投资57亿美元，换取英特尔近10%股份，成为其最大单一股东。这笔交易被商务部长卢特尼克称为“公平的交换”。</p><p><strong>在白宫的40分钟</strong></p><p>此次白宫博弈展现了陈立武作为资深风险投资家的核心能力。会面前，他动用人脉，邀请<a href=\"https://laohu8.com/S/MSFT\">微软</a>CEO纳德拉、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>CEO黄仁勋等科技领袖为其背书。在会谈中，他巧妙地将个人叙事与美国利益绑定，成功化解了“亲华”指控。</p><p>交易公布后，效果立竿见影。英特尔股价开启涨势，自陈立武上任后累计上涨约80%，跑赢大盘。更关键的是，这笔“国家队”注资为英特尔赋予了“战略基石”的光环，为其打开了争取其他大客户的大门。</p><p>不久后，英特尔即宣布获得软银20亿美元投资，并与老友黄仁勋执掌的英伟达达成50亿美元的战略合作，后者称陈立武为“长期盟友”。特朗普甚至在社交媒体分享AI生成的图片，炫耀政府持股因英伟达投资而大幅增值。</p><p><strong>“救火队长”的双面挑战</strong></p><p>然而，陈立武的“交易艺术”并不能解决英特尔的所有根本问题。一方面，他正对这家拥有10万员工的芯片巨头进行大刀阔斧的改革：裁员约15%(包括大量管理人员)、扁平化架构、提拔技术骨干，并试图重塑“以工程和客户为中心”的文化。他直接联系<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>等大客户询问需求，并咨询业界领袖。</p><p>另一方面，质疑始终存在。部分行业观察者、甚至英特尔内部人士担忧，这位拥有约600项中国投资、财富超5亿美元的风险投资家，是否具备带领英特尔重夺尖端制造领导地位所需的深度技术洞察力与专注度。</p><p>英特尔在先进制程(如18A)上的量产能力和品控，仍是其能否赢回客户的试金石。有消息称，英伟达已测试英特尔18A工艺但未推进合作。</p><p><strong>“战略资产”的光环与阴影</strong></p><p>美国政府这笔投资无疑为英特尔投下了“战略信任票”。英特尔副总裁透露，特朗普曾专门宴请科技巨头CEO讨论AI，这些公司都是英特尔的潜在客户。游说人士称，此交易是英特尔的“生命线”，否则公司可能已在压力下失去CEO。但“国家队”入局也带来了新挑战。</p><p>商务部长卢特尼克现在有更强动力为英特尔的制造业务争取订单，这引发了其他在美运营的芯片制造商对公平竞争的担忧。</p><p>商务部一名官员表示，美国持股给了英特尔成功的机会，但并非给予不当优势，英特尔也并非“重要到不能倒”。该官员进一步称，卢特尼克部长与各方都有沟通，而非优先考虑英特尔。</p><p>尽管英特尔在交易层面势头强劲，但其制造部门在生产高质量自有芯片方面仍步履维艰。</p><p>据知情人士称，英伟达最近测试了是否使用英特尔名为 18A 的生产工艺来制造芯片，但已停止推进。英伟达未回应置评请求。</p><p>英特尔发言人表示，公司用于制造先进芯片的 18A 工艺“进展顺利”，且其下一代工艺 14A 持续受到“浓厚兴趣”，预计 14A 将生产更强大、更高效的芯片。</p><p>英伟达在 9 月向英特尔投资 50 亿美元时并未承诺交由其制造。在宣布与黄仁勋的交易时，陈立武告诉记者：“目前，我们专注于合作。”</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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href=http://www.zhitongcaijing.com/content/detail/1385660.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>一个周四的黎明前，英特尔(INTC.US)首席执行官陈立武突遭美国总统特朗普在社交媒体的猛烈抨击，被要求立即辞职。导火索是其在中国的大量投资历史。智通财经APP获悉，这场危机最终演变为一场持续约40分钟、决定性的白宫会面，并意外地为英特尔争取到美国政府数十亿美元的注资。2025年8月7日凌晨，特朗普发文直指陈立武“立场极度冲突”。此前，这位投资出身的CEO因与中国资本的深厚关联而备受审视。然而，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1385660.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","BK4554":"元宇宙及AR概念","BK4605":"半导体精选","BK4588":"碎股","BK4527":"明星科技股","BK4543":"AI","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4512":"苹果概念","BK4585":"ETF&股票定投概念","LU0097036916.USD":"贝莱德美国增长A2 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ACC","BK4579":"人工智能","BK4550":"红杉资本持仓"},"source_url":"http://www.zhitongcaijing.com/content/detail/1385660.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2593666477","content_text":"一个周四的黎明前，英特尔(INTC.US)首席执行官陈立武突遭美国总统特朗普在社交媒体的猛烈抨击，被要求立即辞职。导火索是其在中国的大量投资历史。智通财经APP获悉，这场危机最终演变为一场持续约40分钟、决定性的白宫会面，并意外地为英特尔争取到美国政府数十亿美元的注资。2025年8月7日凌晨，特朗普发文直指陈立武“立场极度冲突”。此前，这位投资出身的CEO因与中国资本的深厚关联而备受审视。然而，面对压力，英特尔迅速行动安排会面。在椭圆形办公室，仅商务部长卢特尼克和财政部长贝森特陪同在场。特朗普的核心关切是：陈立武如何扭转英特尔颓势?陈立武早有准备。他放弃了根据《芯片法案》可获得的巨额补贴，转而接受了一种更具政治意味的方案：以公司股权换取政府资金支持。最终，美国承诺投资57亿美元，换取英特尔近10%股份，成为其最大单一股东。这笔交易被商务部长卢特尼克称为“公平的交换”。在白宫的40分钟此次白宫博弈展现了陈立武作为资深风险投资家的核心能力。会面前，他动用人脉，邀请微软CEO纳德拉、英伟达CEO黄仁勋等科技领袖为其背书。在会谈中，他巧妙地将个人叙事与美国利益绑定，成功化解了“亲华”指控。交易公布后，效果立竿见影。英特尔股价开启涨势，自陈立武上任后累计上涨约80%，跑赢大盘。更关键的是，这笔“国家队”注资为英特尔赋予了“战略基石”的光环，为其打开了争取其他大客户的大门。不久后，英特尔即宣布获得软银20亿美元投资，并与老友黄仁勋执掌的英伟达达成50亿美元的战略合作，后者称陈立武为“长期盟友”。特朗普甚至在社交媒体分享AI生成的图片，炫耀政府持股因英伟达投资而大幅增值。“救火队长”的双面挑战然而，陈立武的“交易艺术”并不能解决英特尔的所有根本问题。一方面，他正对这家拥有10万员工的芯片巨头进行大刀阔斧的改革：裁员约15%(包括大量管理人员)、扁平化架构、提拔技术骨干，并试图重塑“以工程和客户为中心”的文化。他直接联系亚马逊、谷歌等大客户询问需求，并咨询业界领袖。另一方面，质疑始终存在。部分行业观察者、甚至英特尔内部人士担忧，这位拥有约600项中国投资、财富超5亿美元的风险投资家，是否具备带领英特尔重夺尖端制造领导地位所需的深度技术洞察力与专注度。英特尔在先进制程(如18A)上的量产能力和品控，仍是其能否赢回客户的试金石。有消息称，英伟达已测试英特尔18A工艺但未推进合作。“战略资产”的光环与阴影美国政府这笔投资无疑为英特尔投下了“战略信任票”。英特尔副总裁透露，特朗普曾专门宴请科技巨头CEO讨论AI，这些公司都是英特尔的潜在客户。游说人士称，此交易是英特尔的“生命线”，否则公司可能已在压力下失去CEO。但“国家队”入局也带来了新挑战。商务部长卢特尼克现在有更强动力为英特尔的制造业务争取订单，这引发了其他在美运营的芯片制造商对公平竞争的担忧。商务部一名官员表示，美国持股给了英特尔成功的机会，但并非给予不当优势，英特尔也并非“重要到不能倒”。该官员进一步称，卢特尼克部长与各方都有沟通，而非优先考虑英特尔。尽管英特尔在交易层面势头强劲，但其制造部门在生产高质量自有芯片方面仍步履维艰。据知情人士称，英伟达最近测试了是否使用英特尔名为 18A 的生产工艺来制造芯片，但已停止推进。英伟达未回应置评请求。英特尔发言人表示，公司用于制造先进芯片的 18A 工艺“进展顺利”，且其下一代工艺 14A 持续受到“浓厚兴趣”，预计 14A 将生产更强大、更高效的芯片。英伟达在 9 月向英特尔投资 50 亿美元时并未承诺交由其制造。在宣布与黄仁勋的交易时，陈立武告诉记者：“目前，我们专注于合作。”","news_type":1,"symbols_score_info":{"INTC":1.98,"04335":1.98}},"isVote":1,"tweetType":1,"viewCount":880,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":514250630751032,"gmtCreate":1766579836292,"gmtModify":1766579838620,"author":{"id":"11107014341500","authorId":"11107014341500","name":"天空使者","avatar":"https://static.tigerbbs.com/c86841c011641e27a5e95607f7abd2c9","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"11107014341500","idStr":"11107014341500"},"themes":[],"htmlText":"洗洗更健康","listText":"洗洗更健康","text":"洗洗更健康","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514250630751032","isVote":1,"tweetType":1,"viewCount":613,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511760365310176,"gmtCreate":1765968540362,"gmtModify":1765968542926,"author":{"id":"11107014341500","authorId":"11107014341500","name":"天空使者","avatar":"https://static.tigerbbs.com/c86841c011641e27a5e95607f7abd2c9","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"11107014341500","idStr":"11107014341500"},"themes":[],"title":"","htmlText":"抄完底马上变，果然是高盛","listText":"抄完底马上变，果然是高盛","text":"抄完底马上变，果然是高盛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511760365310176","repostId":"1100285950","repostType":2,"repost":{"id":"1100285950","kind":"news","pubTimestamp":1765967624,"share":"https://www.laohu8.com/m/news/1100285950?lang=zh_CN&edition=full","pubTime":"2025-12-17 18:33","market":"us","language":"zh","title":"高盛：AI融资担忧是“虚惊一场”，资本支出有科技巨头现金流“撑腰”","url":"https://stock-news.laohu8.com/highlight/detail?id=1100285950","media":"智通财经","summary":"实际上只有10%是由债务资助的。","content":"<html><head></head><body><p>高盛资管公开科技投资与美国基础股权联席主管Sung Cho最近与Scott Wapner讨论时传递了一个核心且令人安心的信息：当前市场上普遍存在的、通常由企业估值剧烈波动和感知到的脆弱性所引发的人工智能融资焦虑，在很大程度上被夸大了。</p><p style=\"text-align: justify;\">此次对话深入探讨了AI投资交易的轨迹、更广泛的市场前景以及该行业资本结构的基础稳定性，为在这个变革时代中探索的创始人、风险投资家和科技业内人士提供了一个细致入微的视角。</p><p style=\"text-align: justify;\">Cho的核心见解通过剖析推动当前繁荣的资本来源，挑战了关于AI泡沫即将来临的叙事。他认为，绝大多数的AI投资并非依赖于投机性债务，而是依赖于成熟科技巨头强劲的内部产生的现金流。这一区别对于理解AI市场的长期韧性至关重要。</p><p style=\"text-align: justify;\">在量化流入AI的巨大资本时，Cho表示：“考虑到未来几年我们所需的总支出水平，我们认为大约在7000亿到1万亿美元之间。而应该平息恐惧的是，其中90%是由运营现金流资助的。”</p><p style=\"text-align: justify;\">这种对高盈利企业内部资本(而非外部债务)的重大依赖，凸显了AI投资格局的根本优势，使其有别于以往的科技投机周期。其影响是深远的：公司正从财务健康的角度资助其AI雄心，而不是将自己杠杆化到岌岌可危的境地。</p><p style=\"text-align: justify;\">此外，即使是AI投资中通过债务融资的较小部分，也主要是稳定的。Cho强调，这部分债务中有相当大比例是由高评级实体发行的。他详细阐述道：“实际上只有10%是由债务资助的。而你知道，这其中大部分的债务实际上将由Meta发行，其信用评级实际上优于美国政府，其债券交易利差甚至小于美国国债。”这说明AI领域的债务融资并非集中在资产负债表不稳定的投机企业，而是集中在信用度极高的成熟公司，从而进一步降低了系统性风险。</p><p style=\"text-align: justify;\">关于针对像Coreweave(CRWV.US)和甲骨文(ORCL.US)这样经历近期市场波动的特定公司的担忧，也得到了客观看待。Cho澄清，这些情况并不表示整体AI需求正在减弱。相反，它们通常反映了运营挑战或供应链瓶颈。</p><p style=\"text-align: justify;\">他解释道：“我认为到2026年，资金不会成为问题。如果你想想Coreweave和甲骨文，我认为你也必须意识到，他们面临的不是需求问题。他们正在处理一些供应链积压问题。”这一区别对投资者至关重要，表明特定公司的挫折并不预示着更广泛的行业衰退，而是暂时的、可解决的运营障碍。</p><p style=\"text-align: justify;\">Cho提出的第二个关键见解涉及基础AI模型领域领导地位的动态性和固有的波动性。AI模型领域感知领先者的快速更替是这个新生市场的决定性特征。今天看似主导的，明天就可能被超越。</p><p style=\"text-align: justify;\">Cho指出了领先AI参与者之间投资者情绪和市值估值的快速转变。他观察到：“想想在2025年期间，围绕不同前沿模型参与者的情绪发生了多大的变化。如果你看看2025年初，Meta被认为是主导模型……六个月后，OpenAI被视为主导的前沿模型……而最近，在投资者眼中，谷歌正在取得领先地位。”这种竞争的流动性，虽然在单只股票上产生了引人注目的波动性，但也标志着激烈的创新和技术霸权的竞争，而非市场整体的崩溃。</p><p style=\"text-align: justify;\">这种“模型波动性”带来的财务影响是巨大的。例如，谷歌近期市值的飙升就是这种观念转变的直接结果。Cho表示：“正是因为人们认为Gemini现在正在取得领先，他们在过去三个月里市值增加了一万亿美元。”这种短期内巨大的市值增长突显了投资者的信心和资本如何能基于感知到的技术优势而迅速转向。</p><p style=\"text-align: justify;\">这种动态环境将持续下去，新的进步将不断重塑竞争格局。下一代AI模型的即将到来，例如那些将在2026年初基于英伟达Blackwell架构训练的模型，有望带来进一步的波动性和领导地位的潜在转变。因此，由于创新周期加速，新能力不断涌现，市场参与者预计将感知到主导地位正持续转变。市场并非停滞不前，而是以前所未有的速度演变。</p><p style=\"text-align: justify;\">最终，Cho的分析描绘了一幅AI市场的图景：该市场基础资本充足，主要通过可持续的运营现金流，而非岌岌可危的杠杆化来支撑。虽然领先AI模型开发者之间的竞争动态仍将保持激烈的波动性，但这些转变是激烈创新的自然结果，而非系统性财务薄弱的指标。虽然这些焦虑是明显存在的，但从基础财务健康和需求的角度来看，似乎在很大程度上被夸大了。</p></body></html>","source":"highlight_zhitongcaijin","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>高盛：AI融资担忧是“虚惊一场”，资本支出有科技巨头现金流“撑腰”</title>\n<style 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href=\"https://www.zhitongcaijing.com/content/detail/1382662.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cd8f150365a3adde740f5c95e8a4a32c","relate_stocks":{"AVGO":"博通","NVDA":"英伟达","ORCL":"甲骨文"},"source_url":"https://www.zhitongcaijing.com/content/detail/1382662.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1100285950","content_text":"高盛资管公开科技投资与美国基础股权联席主管Sung Cho最近与Scott Wapner讨论时传递了一个核心且令人安心的信息：当前市场上普遍存在的、通常由企业估值剧烈波动和感知到的脆弱性所引发的人工智能融资焦虑，在很大程度上被夸大了。此次对话深入探讨了AI投资交易的轨迹、更广泛的市场前景以及该行业资本结构的基础稳定性，为在这个变革时代中探索的创始人、风险投资家和科技业内人士提供了一个细致入微的视角。Cho的核心见解通过剖析推动当前繁荣的资本来源，挑战了关于AI泡沫即将来临的叙事。他认为，绝大多数的AI投资并非依赖于投机性债务，而是依赖于成熟科技巨头强劲的内部产生的现金流。这一区别对于理解AI市场的长期韧性至关重要。在量化流入AI的巨大资本时，Cho表示：“考虑到未来几年我们所需的总支出水平，我们认为大约在7000亿到1万亿美元之间。而应该平息恐惧的是，其中90%是由运营现金流资助的。”这种对高盈利企业内部资本(而非外部债务)的重大依赖，凸显了AI投资格局的根本优势，使其有别于以往的科技投机周期。其影响是深远的：公司正从财务健康的角度资助其AI雄心，而不是将自己杠杆化到岌岌可危的境地。此外，即使是AI投资中通过债务融资的较小部分，也主要是稳定的。Cho强调，这部分债务中有相当大比例是由高评级实体发行的。他详细阐述道：“实际上只有10%是由债务资助的。而你知道，这其中大部分的债务实际上将由Meta发行，其信用评级实际上优于美国政府，其债券交易利差甚至小于美国国债。”这说明AI领域的债务融资并非集中在资产负债表不稳定的投机企业，而是集中在信用度极高的成熟公司，从而进一步降低了系统性风险。关于针对像Coreweave(CRWV.US)和甲骨文(ORCL.US)这样经历近期市场波动的特定公司的担忧，也得到了客观看待。Cho澄清，这些情况并不表示整体AI需求正在减弱。相反，它们通常反映了运营挑战或供应链瓶颈。他解释道：“我认为到2026年，资金不会成为问题。如果你想想Coreweave和甲骨文，我认为你也必须意识到，他们面临的不是需求问题。他们正在处理一些供应链积压问题。”这一区别对投资者至关重要，表明特定公司的挫折并不预示着更广泛的行业衰退，而是暂时的、可解决的运营障碍。Cho提出的第二个关键见解涉及基础AI模型领域领导地位的动态性和固有的波动性。AI模型领域感知领先者的快速更替是这个新生市场的决定性特征。今天看似主导的，明天就可能被超越。Cho指出了领先AI参与者之间投资者情绪和市值估值的快速转变。他观察到：“想想在2025年期间，围绕不同前沿模型参与者的情绪发生了多大的变化。如果你看看2025年初，Meta被认为是主导模型……六个月后，OpenAI被视为主导的前沿模型……而最近，在投资者眼中，谷歌正在取得领先地位。”这种竞争的流动性，虽然在单只股票上产生了引人注目的波动性，但也标志着激烈的创新和技术霸权的竞争，而非市场整体的崩溃。这种“模型波动性”带来的财务影响是巨大的。例如，谷歌近期市值的飙升就是这种观念转变的直接结果。Cho表示：“正是因为人们认为Gemini现在正在取得领先，他们在过去三个月里市值增加了一万亿美元。”这种短期内巨大的市值增长突显了投资者的信心和资本如何能基于感知到的技术优势而迅速转向。这种动态环境将持续下去，新的进步将不断重塑竞争格局。下一代AI模型的即将到来，例如那些将在2026年初基于英伟达Blackwell架构训练的模型，有望带来进一步的波动性和领导地位的潜在转变。因此，由于创新周期加速，新能力不断涌现，市场参与者预计将感知到主导地位正持续转变。市场并非停滞不前，而是以前所未有的速度演变。最终，Cho的分析描绘了一幅AI市场的图景：该市场基础资本充足，主要通过可持续的运营现金流，而非岌岌可危的杠杆化来支撑。虽然领先AI模型开发者之间的竞争动态仍将保持激烈的波动性，但这些转变是激烈创新的自然结果，而非系统性财务薄弱的指标。虽然这些焦虑是明显存在的，但从基础财务健康和需求的角度来看，似乎在很大程度上被夸大了。","news_type":1,"symbols_score_info":{"NVDA":2,"AVGO":2,"ORCL":2}},"isVote":1,"tweetType":1,"viewCount":1062,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507297879835328,"gmtCreate":1764882628821,"gmtModify":1764882630655,"author":{"id":"11107014341500","authorId":"11107014341500","name":"天空使者","avatar":"https://static.tigerbbs.com/c86841c011641e27a5e95607f7abd2c9","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"11107014341500","idStr":"11107014341500"},"themes":[],"title":"","htmlText":"<a 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我买intel","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484295496921224","repostId":"2571844313","repostType":2,"repost":{"id":"2571844313","kind":"news","pubTimestamp":1759212000,"share":"https://www.laohu8.com/m/news/2571844313?lang=zh_CN&edition=full","pubTime":"2025-09-30 14:00","market":"us","language":"zh","title":"intel+AMD不再独大，国产CPU，已拿下了25%的市场","url":"https://stock-news.laohu8.com/highlight/detail?id=2571844313","media":"Ofweek光电信息网","summary":"起说电脑领域的CPU，大家可能第一反应就是intel或者AMD。而从现在的情况来看，这些国产CPU们也取得了相当不错的成绩。按照机构的数据显示，到2024年时，国产CPU们在国内市场，已经占到了22%左右的份额，而在2025年上半年，应该占到了25%左右的份额，预计到2025年底，会达到30%左右。而预计到2027年，这个比例会达到45%-50%左右，初步实现对intel、AMD的替代，不再担心被卡脖子。","content":"<html><body><article><p>起说电脑领域的CPU，大家可能第一反应就是intel或者<a href=\"https://laohu8.com/S/AMD\">AMD</a>。</p><p>确实也是如此，以前不管是大家买台式机，或自己去DIY组装台式机，或者买笔记本电脑，真的就只有两种CPU可选，一是intel、一是AMD。</p><p>顶峰时，个人PC领域，这两大品牌拿下了国内96%以上的市场份额，这个夸张吧。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250930141121726d1632xm0bpiz3y5\"/><p>CPU是电脑的心脏，是为电脑提供算力的，所以至关重要，而AMD也好，intel也罢，都是美国企业，风险大家都可以想象的到的。</p><p>所以国内很多企业，一直想要让中国人用上中国自己的CPU，减少对intel、AMD的依赖，保证信息安全，避免被卡脖子。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250930141125233d163eo9gpviwd9n\"/><p>但说真的，CPU的研发真的不容易，一是要考虑CPU本身的性能问题，还要考虑CPU与操作系统的适配兼容问题。</p><p>但国产厂商们没有放弃，在性能、生态上都在不断努力，特别是6大国产CPU，也是大名鼎鼎，这6大分别是龙芯、兆芯、海光、申威、鲲鹏、飞腾，大家采用不同的架构，在不同的领域上对intel、AMD发起攻击，想要替代它们。</p><p>而从现在的情况来看，这些国产CPU们也取得了相当不错的成绩。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250930141126525d1635293wf1doxy\"/><p>按照机构的数据显示，到2024年时，国产CPU们在国内市场，已经占到了22%左右的份额，而在2025年上半年，应该占到了25%左右的份额，预计到2025年底，会达到30%左右。</p><p>而预计到2027年，这个比例会达到45%-50%左右，初步实现对intel、AMD的替代，不再担心被卡脖子。</p><p>为什么国产CPU一下子发展的这么快了，一方面是国产CPU的性能上来了，比如龙芯、海光等，离intel、AMD的性能差距，其实已经只有1-2年了，完全可以替代国外的CPU，在绝大多数场景下，满足用户的需求。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250930141127060d1632y97uyaxffe\"/><p>特别是服务器市场，国产CPU已经替代了太多的国外CPU，因为国产CPU真的可以替代。</p><p>二是国产操作系统给力了，目前一些国产操作系统，兼容的生态数量，都是达到1000万级别了，可以满足绝大部分用户的日常使用需求，而国产系统全部支持国产CPU，这也是一个巨大的助力。</p><p>可以说，经过了这么多年的努力，国产CPU终于支棱起来了，也有越来越多的中国人，用上了中国自己的CPU，未来我们在CPU上，将会更加的无忧。</p></article></body></html>","source":"tencent","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>intel+AMD不再独大，国产CPU，已拿下了25%的市场</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\">\nintel+AMD不再独大，国产CPU，已拿下了25%的市场\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-30 14:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930141129a6a7bd9d&s=b><strong>Ofweek光电信息网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>起说电脑领域的CPU，大家可能第一反应就是intel或者AMD。确实也是如此，以前不管是大家买台式机，或自己去DIY组装台式机，或者买笔记本电脑，真的就只有两种CPU可选，一是intel、一是AMD。顶峰时，个人PC领域，这两大品牌拿下了国内96%以上的市场份额，这个夸张吧。CPU是电脑的心脏，是为电脑提供算力的，所以至关重要，而AMD也好，intel也罢，都是美国企业，风险大家都可以想象的到的。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930141129a6a7bd9d&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4532":"文艺复兴科技持仓","BK4543":"AI","BK4512":"苹果概念","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) 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ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK4573":"虚拟现实","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","AMD":"美国超微公司"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930141129a6a7bd9d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2571844313","content_text":"起说电脑领域的CPU，大家可能第一反应就是intel或者AMD。确实也是如此，以前不管是大家买台式机，或自己去DIY组装台式机，或者买笔记本电脑，真的就只有两种CPU可选，一是intel、一是AMD。顶峰时，个人PC领域，这两大品牌拿下了国内96%以上的市场份额，这个夸张吧。CPU是电脑的心脏，是为电脑提供算力的，所以至关重要，而AMD也好，intel也罢，都是美国企业，风险大家都可以想象的到的。所以国内很多企业，一直想要让中国人用上中国自己的CPU，减少对intel、AMD的依赖，保证信息安全，避免被卡脖子。但说真的，CPU的研发真的不容易，一是要考虑CPU本身的性能问题，还要考虑CPU与操作系统的适配兼容问题。但国产厂商们没有放弃，在性能、生态上都在不断努力，特别是6大国产CPU，也是大名鼎鼎，这6大分别是龙芯、兆芯、海光、申威、鲲鹏、飞腾，大家采用不同的架构，在不同的领域上对intel、AMD发起攻击，想要替代它们。而从现在的情况来看，这些国产CPU们也取得了相当不错的成绩。按照机构的数据显示，到2024年时，国产CPU们在国内市场，已经占到了22%左右的份额，而在2025年上半年，应该占到了25%左右的份额，预计到2025年底，会达到30%左右。而预计到2027年，这个比例会达到45%-50%左右，初步实现对intel、AMD的替代，不再担心被卡脖子。为什么国产CPU一下子发展的这么快了，一方面是国产CPU的性能上来了，比如龙芯、海光等，离intel、AMD的性能差距，其实已经只有1-2年了，完全可以替代国外的CPU，在绝大多数场景下，满足用户的需求。特别是服务器市场，国产CPU已经替代了太多的国外CPU，因为国产CPU真的可以替代。二是国产操作系统给力了，目前一些国产操作系统，兼容的生态数量，都是达到1000万级别了，可以满足绝大部分用户的日常使用需求，而国产系统全部支持国产CPU，这也是一个巨大的助力。可以说，经过了这么多年的努力，国产CPU终于支棱起来了，也有越来越多的中国人，用上了中国自己的CPU，未来我们在CPU上，将会更加的无忧。","news_type":1,"symbols_score_info":{"GFS":1.5,"AMD":1.5,"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":1829,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482819036893392,"gmtCreate":1758904532646,"gmtModify":1758904534357,"author":{"id":"11107014341500","authorId":"11107014341500","name":"天空使者","avatar":"https://static.tigerbbs.com/c86841c011641e27a5e95607f7abd2c9","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"11107014341500","idStr":"11107014341500"},"themes":[],"htmlText":"<a 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一路甩人一路飞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482819036893392","isVote":1,"tweetType":1,"viewCount":1491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482634565067304,"gmtCreate":1758859844622,"gmtModify":1758859855107,"author":{"id":"11107014341500","authorId":"11107014341500","name":"天空使者","avatar":"https://static.tigerbbs.com/c86841c011641e27a5e95607f7abd2c9","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"11107014341500","idStr":"11107014341500"},"themes":[],"htmlText":"为intel打call","listText":"为intel打call","text":"为intel打call","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482634565067304","repostId":"1147797724","repostType":2,"repost":{"id":"1147797724","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1758859387,"share":"https://www.laohu8.com/m/news/1147797724?lang=zh_CN&edition=full","pubTime":"2025-09-26 12:03","market":"us","language":"zh","title":"市场消息：特朗普政府正考虑减少半导体进口的计划","url":"https://stock-news.laohu8.com/highlight/detail?id=1147797724","media":"老虎资讯综合","summary":"9月26日，据华尔街日报：消息人士称，美国总统特朗普政府正考虑减少半导体进口的计划。未能保持进口芯片与国产芯片均衡比例的公司将需缴纳关税。","content":"<html><head></head><body><p>9月26日，据华尔街日报：特朗普政府正考虑推出一项新计划，旨在大幅降低美国对海外制造半导体的依赖，以推动本土生产，并重塑全球供应链。该计划的核心目标是：要求芯片企业在美国本土制造的芯片数量，需与其客户从海外生产商进口的数量保持大致1:1的比例。</p><p>据知情人士透露，若企业长期无法维持这一比例，将面临额外关税。这项计划源于特朗普上月曾提及的设想：那些加大对美投资的科技公司将可避免半导体进口被征收约100%的高额关税。知情人士称，此次提出的产能对等要求，比单纯增加国内投资更为严苛，因为海外产品往往价格更低、供应链调整困难，而提升美国本土供应能力又需要时间。如果该计划得以实施，可能会使本已复杂的关税体系变得更加混乱。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16545ce0b047eaf2fcff4cd1e302009d\" title=\"\" tg-width=\"648\" tg-height=\"732\"/></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>市场消息：特朗普政府正考虑减少半导体进口的计划</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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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-09-26 12:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月26日，据华尔街日报：特朗普政府正考虑推出一项新计划，旨在大幅降低美国对海外制造半导体的依赖，以推动本土生产，并重塑全球供应链。该计划的核心目标是：要求芯片企业在美国本土制造的芯片数量，需与其客户从海外生产商进口的数量保持大致1:1的比例。</p><p>据知情人士透露，若企业长期无法维持这一比例，将面临额外关税。这项计划源于特朗普上月曾提及的设想：那些加大对美投资的科技公司将可避免半导体进口被征收约100%的高额关税。知情人士称，此次提出的产能对等要求，比单纯增加国内投资更为严苛，因为海外产品往往价格更低、供应链调整困难，而提升美国本土供应能力又需要时间。如果该计划得以实施，可能会使本已复杂的关税体系变得更加混乱。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16545ce0b047eaf2fcff4cd1e302009d\" title=\"\" tg-width=\"648\" 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交出你们的筹码","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/480327913231136","isVote":1,"tweetType":1,"viewCount":2419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":480267928887360,"gmtCreate":1758276833384,"gmtModify":1758276835560,"author":{"id":"11107014341500","authorId":"11107014341500","name":"天空使者","avatar":"https://static.tigerbbs.com/c86841c011641e27a5e95607f7abd2c9","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"11107014341500","idStr":"11107014341500"},"themes":[],"htmlText":"手里没有筹码的🤡","listText":"手里没有筹码的🤡","text":"手里没有筹码的🤡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/480267928887360","repostId":"2568548742","repostType":2,"repost":{"id":"2568548742","kind":"live","pubTimestamp":1758276580,"share":"https://www.laohu8.com/m/news/2568548742?lang=zh_CN&edition=full","pubTime":"2025-09-19 18:09","market":"hk","language":"zh","title":"花旗：将英特尔评级从中性下调至卖出","url":"https://stock-news.laohu8.com/highlight/detail?id=2568548742","media":"格隆汇","summary":"花旗：将英特尔评级从中性下调至卖出；将目标价从24美元上调至29美元。","content":"<html><body><p>花旗：将英特尔评级从中性下调至卖出；将目标价从24美元上调至29美元。</p></body></html>","source":"live_gelonghui","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>花旗：将英特尔评级从中性下调至卖出</title>\n<style 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天天在外面发利空消息","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474134253895816","repostId":"2564824965","repostType":2,"repost":{"id":"2564824965","kind":"news","pubTimestamp":1756780271,"share":"https://www.laohu8.com/m/news/2564824965?lang=zh_CN&edition=full","pubTime":"2025-09-02 10:31","market":"us","language":"zh","title":"Intel CFO承认Arrow Lake的失败，寄希望于下代Nova Lake","url":"https://stock-news.laohu8.com/highlight/detail?id=2564824965","media":"PConline太平洋...","summary":"虽然DavidZinsner并没有点出AMD，但作为Intel在客户端最大竞争对手，AMD凭借性能强劲的Zen5架构Ryzen9000系锐龙产品，尤其是搭载3DV-Cache技术的X3D处理器，提供了远超IntelArrowLake处理器的性能表现，并且雪上加霜的是，ArrowLake在部分场景中的性能表现是甚至不及上代RaptorLake，AMD在消费级桌面级市场中快速抢占市场份额。似乎Intel将宝已经压在了再下代的NovaLake上，并且有信心能够扭转多年来的颓势，不过NovaLake将继续延续IntelCPU接口短命的传统，届时用户将需要购买全新的主板。","content":"<html><body><article><p>IntelCFODavidZinsner在<a href=\"https://laohu8.com/S/DB\">德意志银行</a>2025年技术大会上公开承认今年的ArrowLake是失败的。</p><p>DavideZinsner表示：“众所周知，我们在台式机业务领域，尤其是高性能台式机领域，确实搞砸了。所以，无论是从销售额占比还是出货量占比来看，我们的表现都不尽如人意，这主要是因为今年在高端台式机业务上，我们没有推出有竞争力的产品。但下一代产品NovaLake将提供更全面的产品型号。该产品系列将针对性布局高端台式机市场。因此，我们预计明年能改善这一业务板块的表现。总的来说，我对客户端业务的整体情况其实相当有信心。虽然目前的执行并非毫无瑕疵，但整体表现还是很不错的。”</p><img src=\"https://inews.gtimg.com/om_bt/OIqTneFMMW64wflCWnMhnt1tcK7wfX1CbQkQnQ4XL9xucAA/0\"/><p>虽然DavidZinsner并没有点出<a href=\"https://laohu8.com/S/AMD\">AMD</a>，但作为Intel在客户端最大竞争对手，AMD凭借性能强劲的Zen5架构Ryzen9000系锐龙产品，尤其是搭载3DV-Cache技术的X3D处理器，提供了远超IntelArrowLake处理器的性能表现，并且雪上加霜的是，ArrowLake在部分场景中的性能表现是甚至不及上代RaptorLake，AMD在消费级桌面级市场中快速抢占市场份额。</p><img src=\"https://inews.gtimg.com/om_bt/ODSB1rLVAvFS7kJDwMeLMnGCzXp-7yURDiqC6XBu1NwxoAA/0\"/><p>在ArrowLake上市初期，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>试图通过软件来改变其糟糕的性能表现，但收效甚微，在AMDRyzen9000X3D系列处理器面前毫无招架之力。</p><p>似乎Intel将宝已经压在了再下代的NovaLake上，并且有信心能够扭转多年来的颓势，不过NovaLake将继续延续IntelCPU接口短命的传统，届时用户将需要购买全新的主板。</p></article></body></html>","source":"tencent","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>Intel CFO承认Arrow Lake的失败，寄希望于下代Nova Lake</title>\n<style 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250902103403a4ae95e9&s=b><strong>PConline太平洋...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IntelCFODavidZinsner在德意志银行2025年技术大会上公开承认今年的ArrowLake是失败的。DavideZinsner表示：“众所周知，我们在台式机业务领域，尤其是高性能台式机领域，确实搞砸了。所以，无论是从销售额占比还是出货量占比来看，我们的表现都不尽如人意，这主要是因为今年在高端台式机业务上，我们没有推出有竞争力的产品。但下一代产品NovaLake将提供更全面的产品型号。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250902103403a4ae95e9&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"D":"道明尼资源","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","BK4554":"元宇宙及AR概念","BK4543":"AI","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4512":"苹果概念","BK4527":"明星科技股","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","TC":"Token Cat 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SGD","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4588":"碎股","INTC":"英特尔","BK4605":"半导体精选"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250902103403a4ae95e9&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2564824965","content_text":"IntelCFODavidZinsner在德意志银行2025年技术大会上公开承认今年的ArrowLake是失败的。DavideZinsner表示：“众所周知，我们在台式机业务领域，尤其是高性能台式机领域，确实搞砸了。所以，无论是从销售额占比还是出货量占比来看，我们的表现都不尽如人意，这主要是因为今年在高端台式机业务上，我们没有推出有竞争力的产品。但下一代产品NovaLake将提供更全面的产品型号。该产品系列将针对性布局高端台式机市场。因此，我们预计明年能改善这一业务板块的表现。总的来说，我对客户端业务的整体情况其实相当有信心。虽然目前的执行并非毫无瑕疵，但整体表现还是很不错的。”虽然DavidZinsner并没有点出AMD，但作为Intel在客户端最大竞争对手，AMD凭借性能强劲的Zen5架构Ryzen9000系锐龙产品，尤其是搭载3DV-Cache技术的X3D处理器，提供了远超IntelArrowLake处理器的性能表现，并且雪上加霜的是，ArrowLake在部分场景中的性能表现是甚至不及上代RaptorLake，AMD在消费级桌面级市场中快速抢占市场份额。在ArrowLake上市初期，英特尔试图通过软件来改变其糟糕的性能表现，但收效甚微，在AMDRyzen9000X3D系列处理器面前毫无招架之力。似乎Intel将宝已经压在了再下代的NovaLake上，并且有信心能够扭转多年来的颓势，不过NovaLake将继续延续IntelCPU接口短命的传统，届时用户将需要购买全新的主板。","news_type":1,"symbols_score_info":{"INTC":1,"AMD":0.9,"TC":0.9,"D":0.9}},"isVote":1,"tweetType":1,"viewCount":1811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":471456139493384,"gmtCreate":1756132743318,"gmtModify":1756132745180,"author":{"id":"11107014341500","authorId":"11107014341500","name":"天空使者","avatar":"https://static.tigerbbs.com/c86841c011641e27a5e95607f7abd2c9","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"11107014341500","idStr":"11107014341500"},"themes":[],"htmlText":"跟懂王炒股 巴菲特都得认输","listText":"跟懂王炒股 巴菲特都得认输","text":"跟懂王炒股 巴菲特都得认输","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/471456139493384","repostId":"2562292995","repostType":2,"repost":{"id":"2562292995","kind":"news","pubTimestamp":1756097755,"share":"https://www.laohu8.com/m/news/2562292995?lang=zh_CN&edition=full","pubTime":"2025-08-25 12:55","market":"fut","language":"zh","title":"几乎没有赢家的“糟糕决策”！智库炮轰美政府巨资入股英特尔","url":"https://stock-news.laohu8.com/highlight/detail?id=2562292995","media":"智通财经","summary":"智通财经APP获悉，美国政府上周五宣布，将向陷入困境的美国老牌芯片制造商英特尔投资高达111亿美元。卡托研究所称此举是“对几乎所有人都不利的糟糕决策”。据悉，英特尔上周五宣布与美国政府达成协议，美国政府将向英特尔普通股投资89亿美元，收购该公司9.9%的股份。交易成功后，美国政府将成为英特尔的大股东。加上此前英特尔已获得的22亿美元补贴，美国政府对英特尔的总投资额为111亿美元。","content":"<html><head></head><body><p>美国政府上周五宣布，将向陷入困境的美国老牌芯片制造商<a href=\"https://laohu8.com/S/INTC\">英特尔</a>投资高达111亿美元。卡托研究所(Cato Institute)称此举是“对几乎所有人都不利的糟糕决策”。</p><p>据悉，英特尔上周五宣布与美国政府达成协议，美国政府将向英特尔普通股投资89亿美元，收购该公司9.9%的股份。交易成功后，美国政府将成为英特尔的大股东。英特尔表示，美国政府将以每股20.47美元的价格收购4.333亿股英特尔普通股。加上此前英特尔已获得的22亿美元补贴，美国政府对英特尔的总投资额为111亿美元。</p><p>英特尔称该协议具有“历史意义”，并表示公司“坚定致力于”确保世界上最先进的技术由“美国制造”。</p><p>卡托研究所成立于1977年，总部位于华盛顿特区，是一家专门研究公共政策的智库。卡托研究所赫伯特·A·施蒂费尔贸易政策研究中心的综合经济事务副总裁Scott Lincicome概述了支撑其观点的六个理由。</p><p>他上周五在X平台上表示：“总的来说，这是一个极其糟糕的举措，将对美国公司、美国科技领导地位以及美国整体经济造成真正的损害。希望他们不要付诸实施。”</p><p>Lincicome认为，此举将导致英特尔的决策越来越受政治而非商业考量驱动，从而损害其长期发展能力。他表示，国有企业“以行动迟缓、臃肿且效率低下而闻名”。</p><p>与此同时，英特尔的竞争对手现在必须与英特尔以及“山姆大叔”争夺客户、资金等资源。</p><p>Lincicome表示：“这对英特尔的客户来说可不是好事，因为他们现在不得不担心(甚至可能面临压力)自己会被迫购买英特尔的产品，而不管这些产品本身是否值得购买。(英特尔目前仍在努力研发高端芯片。)这反过来也对整个美国科技行业不利。”</p><p>他还表示：“这对那些接受(政府)补贴的美国企业来说也不是好事：他们会是下一个吗?他们应该退还这笔钱吗?他们会通过政治行动/游说先发制人吗?“</p><p>这位政策研究员补充道：“这对那些可能与‘国家安全’相关的公司/行业来说不利——不仅山姆大叔可能会向它们施压，而且投资者可能会三思而后行，将目光投向其他风险较低的领域。”</p><p>最后，美国政府对英特尔的投资对美国出口来说是个坏兆头。如今这家老牌芯片制造商将成为一家国有企业，其销售行为可能会被外国政府视为“政府补贴”，从而成为征收“反补贴税”的目标。</p><p>Lincicome表示：“美国政府可以通过几十种方式支持英特尔，包括市场支持和非市场支持措施，而无需大规模持有这家陷入困境的公司股份。比如提供补贴、长期合同、签证、关税减免、许可放宽、税收减免等等。这些方式都更好。”</p><p>此次美国投资标志着美国总统特朗普的立场大逆转，而就在几周前，特朗普敦促英特尔首席执行官陈立武辞职，理由是所谓的“利益冲突”。特朗普当时表示：“英特尔的首席执行官存在严重利益冲突，必须立即辞职。这是解决该问题的唯一方式。”</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>几乎没有赢家的“糟糕决策”！智库炮轰美政府巨资入股英特尔</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几乎没有赢家的“糟糕决策”！智库炮轰美政府巨资入股英特尔\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-25 12:55 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1334281.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国政府上周五宣布，将向陷入困境的美国老牌芯片制造商英特尔投资高达111亿美元。卡托研究所(Cato Institute)称此举是“对几乎所有人都不利的糟糕决策”。据悉，英特尔上周五宣布与美国政府达成协议，美国政府将向英特尔普通股投资89亿美元，收购该公司9.9%的股份。交易成功后，美国政府将成为英特尔的大股东。英特尔表示，美国政府将以每股20.47美元的价格收购4.333亿股英特尔普通股。加上...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1334281.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"BK4527":"明星科技股","BK4512":"苹果概念","BK4543":"AI","BK4141":"半导体产品","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4529":"IDC概念","BK4602":"量子计算概念","BK4575":"芯片概念","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4535":"淡马锡持仓","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4515":"5G概念","BK4612":"AI芯片","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4588":"碎股","BK4605":"半导体精选","INTC":"英特尔","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4554":"元宇宙及AR概念"},"source_url":"http://www.zhitongcaijing.com/content/detail/1334281.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2562292995","content_text":"美国政府上周五宣布，将向陷入困境的美国老牌芯片制造商英特尔投资高达111亿美元。卡托研究所(Cato Institute)称此举是“对几乎所有人都不利的糟糕决策”。据悉，英特尔上周五宣布与美国政府达成协议，美国政府将向英特尔普通股投资89亿美元，收购该公司9.9%的股份。交易成功后，美国政府将成为英特尔的大股东。英特尔表示，美国政府将以每股20.47美元的价格收购4.333亿股英特尔普通股。加上此前英特尔已获得的22亿美元补贴，美国政府对英特尔的总投资额为111亿美元。英特尔称该协议具有“历史意义”，并表示公司“坚定致力于”确保世界上最先进的技术由“美国制造”。卡托研究所成立于1977年，总部位于华盛顿特区，是一家专门研究公共政策的智库。卡托研究所赫伯特·A·施蒂费尔贸易政策研究中心的综合经济事务副总裁Scott Lincicome概述了支撑其观点的六个理由。他上周五在X平台上表示：“总的来说，这是一个极其糟糕的举措，将对美国公司、美国科技领导地位以及美国整体经济造成真正的损害。希望他们不要付诸实施。”Lincicome认为，此举将导致英特尔的决策越来越受政治而非商业考量驱动，从而损害其长期发展能力。他表示，国有企业“以行动迟缓、臃肿且效率低下而闻名”。与此同时，英特尔的竞争对手现在必须与英特尔以及“山姆大叔”争夺客户、资金等资源。Lincicome表示：“这对英特尔的客户来说可不是好事，因为他们现在不得不担心(甚至可能面临压力)自己会被迫购买英特尔的产品，而不管这些产品本身是否值得购买。(英特尔目前仍在努力研发高端芯片。)这反过来也对整个美国科技行业不利。”他还表示：“这对那些接受(政府)补贴的美国企业来说也不是好事：他们会是下一个吗?他们应该退还这笔钱吗?他们会通过政治行动/游说先发制人吗?“这位政策研究员补充道：“这对那些可能与‘国家安全’相关的公司/行业来说不利——不仅山姆大叔可能会向它们施压，而且投资者可能会三思而后行，将目光投向其他风险较低的领域。”最后，美国政府对英特尔的投资对美国出口来说是个坏兆头。如今这家老牌芯片制造商将成为一家国有企业，其销售行为可能会被外国政府视为“政府补贴”，从而成为征收“反补贴税”的目标。Lincicome表示：“美国政府可以通过几十种方式支持英特尔，包括市场支持和非市场支持措施，而无需大规模持有这家陷入困境的公司股份。比如提供补贴、长期合同、签证、关税减免、许可放宽、税收减免等等。这些方式都更好。”此次美国投资标志着美国总统特朗普的立场大逆转，而就在几周前，特朗普敦促英特尔首席执行官陈立武辞职，理由是所谓的“利益冲突”。特朗普当时表示：“英特尔的首席执行官存在严重利益冲突，必须立即辞职。这是解决该问题的唯一方式。”","news_type":1,"symbols_score_info":{"INTC":1}},"isVote":1,"tweetType":1,"viewCount":1414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":465080452526368,"gmtCreate":1754569844916,"gmtModify":1754569846568,"author":{"id":"11107014341500","authorId":"11107014341500","name":"天空使者","avatar":"https://static.tigerbbs.com/c86841c011641e27a5e95607f7abd2c9","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"11107014341500","idStr":"11107014341500"},"themes":[],"htmlText":"跟懂王一起抄底","listText":"跟懂王一起抄底","text":"跟懂王一起抄底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/465080452526368","repostId":"1173597457","repostType":2,"repost":{"id":"1173597457","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1754567029,"share":"https://www.laohu8.com/m/news/1173597457?lang=zh_CN&edition=full","pubTime":"2025-08-07 19:43","market":"us","language":"zh","title":"美国总统特朗普表示，英特尔首席执行官存在严重的利益冲突，必须立即辞职","url":"https://stock-news.laohu8.com/highlight/detail?id=1173597457","media":"老虎资讯综合","summary":"8月7日（周四），美国总统特朗普表示，英特尔首席执行官存在严重的利益冲突，必须立即辞职。这个问题没有其他解决办法。","content":"<html><head></head><body><p>8月7日（周四），英特尔盘前短线急速下跌超3%，美国总统特朗普表示，英特尔首席执行官存在严重的利益冲突，必须立即辞职。这个问题没有其他解决办法。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6fd5cc40a05289d035710dc9ffb11869\" tg-width=\"215\" tg-height=\"111\"/></p><p></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>美国总统特朗普表示，英特尔首席执行官存在严重的利益冲突，必须立即辞职</title>\n<style 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19:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月7日（周四），英特尔盘前短线急速下跌超3%，美国总统特朗普表示，英特尔首席执行官存在严重的利益冲突，必须立即辞职。这个问题没有其他解决办法。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6fd5cc40a05289d035710dc9ffb11869\" tg-width=\"215\" tg-height=\"111\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"INTC":"英特尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173597457","content_text":"8月7日（周四），英特尔盘前短线急速下跌超3%，美国总统特朗普表示，英特尔首席执行官存在严重的利益冲突，必须立即辞职。这个问题没有其他解决办法。","news_type":1,"symbols_score_info":{"INTC":1.1}},"isVote":1,"tweetType":1,"viewCount":909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":465071023419736,"gmtCreate":1754568211096,"gmtModify":1754568212356,"author":{"id":"11107014341500","authorId":"11107014341500","name":"天空使者","avatar":"https://static.tigerbbs.com/c86841c011641e27a5e95607f7abd2c9","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"11107014341500","idStr":"11107014341500"},"themes":[],"htmlText":"<a 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立帖为证","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/189792044433576","repostId":"1144735673","repostType":2,"isVote":1,"tweetType":1,"viewCount":2227,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":287017222840416,"gmtCreate":1711101482515,"gmtModify":1711101483929,"author":{"id":"11107014341500","authorId":"11107014341500","name":"天空使者","avatar":"https://static.tigerbbs.com/c86841c011641e27a5e95607f7abd2c9","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"11107014341500","authorIdStr":"11107014341500"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ &nbsp;</a>“‌知情人士”说放缓造车了，散户们赶紧跑啊‌<a href=\"\">[开心]&nbsp;</a>‌","listText":"‌<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ &nbsp;</a>“‌知情人士”说放缓造车了，散户们赶紧跑啊‌<a href=\"\">[开心]&nbsp;</a>‌","text":"‌$特斯拉(TSLA)$ “‌知情人士”说放缓造车了，散户们赶紧跑啊‌[开心] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/287017222840416","isVote":1,"tweetType":1,"viewCount":6358,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0,"idStr":"3563357612600728","authorIdStr":"3563357612600728"},"content":"何止是放缓，上海工厂已经关了，机器人都拆了卖了","text":"何止是放缓，上海工厂已经关了，机器人都拆了卖了","html":"何止是放缓，上海工厂已经关了，机器人都拆了卖了"},{"author":{"id":"4131365417945930","authorId":"4131365417945930","name":"Feiyue","avatar":"https://static.tigerbbs.com/ffa960cd25c50e358db3da756969c8c0","crmLevel":2,"crmLevelSwitch":0,"idStr":"4131365417945930","authorIdStr":"4131365417945930"},"content":"瞎扯 我就是上海工厂的员工，加班是少了 但还是在干","text":"瞎扯 我就是上海工厂的员工，加班是少了 但还是在干","html":"瞎扯 我就是上海工厂的员工，加班是少了 但还是在干"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":471456139493384,"gmtCreate":1756132743318,"gmtModify":1756132745180,"author":{"id":"11107014341500","authorId":"11107014341500","name":"天空使者","avatar":"https://static.tigerbbs.com/c86841c011641e27a5e95607f7abd2c9","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"11107014341500","authorIdStr":"11107014341500"},"themes":[],"htmlText":"跟懂王炒股 巴菲特都得认输","listText":"跟懂王炒股 巴菲特都得认输","text":"跟懂王炒股 巴菲特都得认输","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/471456139493384","repostId":"2562292995","repostType":2,"repost":{"id":"2562292995","kind":"news","pubTimestamp":1756097755,"share":"https://www.laohu8.com/m/news/2562292995?lang=zh_CN&edition=full","pubTime":"2025-08-25 12:55","market":"fut","language":"zh","title":"几乎没有赢家的“糟糕决策”！智库炮轰美政府巨资入股英特尔","url":"https://stock-news.laohu8.com/highlight/detail?id=2562292995","media":"智通财经","summary":"智通财经APP获悉，美国政府上周五宣布，将向陷入困境的美国老牌芯片制造商英特尔投资高达111亿美元。卡托研究所称此举是“对几乎所有人都不利的糟糕决策”。据悉，英特尔上周五宣布与美国政府达成协议，美国政府将向英特尔普通股投资89亿美元，收购该公司9.9%的股份。交易成功后，美国政府将成为英特尔的大股东。加上此前英特尔已获得的22亿美元补贴，美国政府对英特尔的总投资额为111亿美元。","content":"<html><head></head><body><p>美国政府上周五宣布，将向陷入困境的美国老牌芯片制造商<a href=\"https://laohu8.com/S/INTC\">英特尔</a>投资高达111亿美元。卡托研究所(Cato Institute)称此举是“对几乎所有人都不利的糟糕决策”。</p><p>据悉，英特尔上周五宣布与美国政府达成协议，美国政府将向英特尔普通股投资89亿美元，收购该公司9.9%的股份。交易成功后，美国政府将成为英特尔的大股东。英特尔表示，美国政府将以每股20.47美元的价格收购4.333亿股英特尔普通股。加上此前英特尔已获得的22亿美元补贴，美国政府对英特尔的总投资额为111亿美元。</p><p>英特尔称该协议具有“历史意义”，并表示公司“坚定致力于”确保世界上最先进的技术由“美国制造”。</p><p>卡托研究所成立于1977年，总部位于华盛顿特区，是一家专门研究公共政策的智库。卡托研究所赫伯特·A·施蒂费尔贸易政策研究中心的综合经济事务副总裁Scott Lincicome概述了支撑其观点的六个理由。</p><p>他上周五在X平台上表示：“总的来说，这是一个极其糟糕的举措，将对美国公司、美国科技领导地位以及美国整体经济造成真正的损害。希望他们不要付诸实施。”</p><p>Lincicome认为，此举将导致英特尔的决策越来越受政治而非商业考量驱动，从而损害其长期发展能力。他表示，国有企业“以行动迟缓、臃肿且效率低下而闻名”。</p><p>与此同时，英特尔的竞争对手现在必须与英特尔以及“山姆大叔”争夺客户、资金等资源。</p><p>Lincicome表示：“这对英特尔的客户来说可不是好事，因为他们现在不得不担心(甚至可能面临压力)自己会被迫购买英特尔的产品，而不管这些产品本身是否值得购买。(英特尔目前仍在努力研发高端芯片。)这反过来也对整个美国科技行业不利。”</p><p>他还表示：“这对那些接受(政府)补贴的美国企业来说也不是好事：他们会是下一个吗?他们应该退还这笔钱吗?他们会通过政治行动/游说先发制人吗?“</p><p>这位政策研究员补充道：“这对那些可能与‘国家安全’相关的公司/行业来说不利——不仅山姆大叔可能会向它们施压，而且投资者可能会三思而后行，将目光投向其他风险较低的领域。”</p><p>最后，美国政府对英特尔的投资对美国出口来说是个坏兆头。如今这家老牌芯片制造商将成为一家国有企业，其销售行为可能会被外国政府视为“政府补贴”，从而成为征收“反补贴税”的目标。</p><p>Lincicome表示：“美国政府可以通过几十种方式支持英特尔，包括市场支持和非市场支持措施，而无需大规模持有这家陷入困境的公司股份。比如提供补贴、长期合同、签证、关税减免、许可放宽、税收减免等等。这些方式都更好。”</p><p>此次美国投资标志着美国总统特朗普的立场大逆转，而就在几周前，特朗普敦促英特尔首席执行官陈立武辞职，理由是所谓的“利益冲突”。特朗普当时表示：“英特尔的首席执行官存在严重利益冲突，必须立即辞职。这是解决该问题的唯一方式。”</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>几乎没有赢家的“糟糕决策”！智库炮轰美政府巨资入股英特尔</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几乎没有赢家的“糟糕决策”！智库炮轰美政府巨资入股英特尔\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-25 12:55 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1334281.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国政府上周五宣布，将向陷入困境的美国老牌芯片制造商英特尔投资高达111亿美元。卡托研究所(Cato Institute)称此举是“对几乎所有人都不利的糟糕决策”。据悉，英特尔上周五宣布与美国政府达成协议，美国政府将向英特尔普通股投资89亿美元，收购该公司9.9%的股份。交易成功后，美国政府将成为英特尔的大股东。英特尔表示，美国政府将以每股20.47美元的价格收购4.333亿股英特尔普通股。加上...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1334281.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"BK4527":"明星科技股","BK4512":"苹果概念","BK4543":"AI","BK4141":"半导体产品","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4529":"IDC概念","BK4602":"量子计算概念","BK4575":"芯片概念","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4535":"淡马锡持仓","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4515":"5G概念","BK4612":"AI芯片","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4588":"碎股","BK4605":"半导体精选","INTC":"英特尔","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4554":"元宇宙及AR概念"},"source_url":"http://www.zhitongcaijing.com/content/detail/1334281.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2562292995","content_text":"美国政府上周五宣布，将向陷入困境的美国老牌芯片制造商英特尔投资高达111亿美元。卡托研究所(Cato Institute)称此举是“对几乎所有人都不利的糟糕决策”。据悉，英特尔上周五宣布与美国政府达成协议，美国政府将向英特尔普通股投资89亿美元，收购该公司9.9%的股份。交易成功后，美国政府将成为英特尔的大股东。英特尔表示，美国政府将以每股20.47美元的价格收购4.333亿股英特尔普通股。加上此前英特尔已获得的22亿美元补贴，美国政府对英特尔的总投资额为111亿美元。英特尔称该协议具有“历史意义”，并表示公司“坚定致力于”确保世界上最先进的技术由“美国制造”。卡托研究所成立于1977年，总部位于华盛顿特区，是一家专门研究公共政策的智库。卡托研究所赫伯特·A·施蒂费尔贸易政策研究中心的综合经济事务副总裁Scott Lincicome概述了支撑其观点的六个理由。他上周五在X平台上表示：“总的来说，这是一个极其糟糕的举措，将对美国公司、美国科技领导地位以及美国整体经济造成真正的损害。希望他们不要付诸实施。”Lincicome认为，此举将导致英特尔的决策越来越受政治而非商业考量驱动，从而损害其长期发展能力。他表示，国有企业“以行动迟缓、臃肿且效率低下而闻名”。与此同时，英特尔的竞争对手现在必须与英特尔以及“山姆大叔”争夺客户、资金等资源。Lincicome表示：“这对英特尔的客户来说可不是好事，因为他们现在不得不担心(甚至可能面临压力)自己会被迫购买英特尔的产品，而不管这些产品本身是否值得购买。(英特尔目前仍在努力研发高端芯片。)这反过来也对整个美国科技行业不利。”他还表示：“这对那些接受(政府)补贴的美国企业来说也不是好事：他们会是下一个吗?他们应该退还这笔钱吗?他们会通过政治行动/游说先发制人吗?“这位政策研究员补充道：“这对那些可能与‘国家安全’相关的公司/行业来说不利——不仅山姆大叔可能会向它们施压，而且投资者可能会三思而后行，将目光投向其他风险较低的领域。”最后，美国政府对英特尔的投资对美国出口来说是个坏兆头。如今这家老牌芯片制造商将成为一家国有企业，其销售行为可能会被外国政府视为“政府补贴”，从而成为征收“反补贴税”的目标。Lincicome表示：“美国政府可以通过几十种方式支持英特尔，包括市场支持和非市场支持措施，而无需大规模持有这家陷入困境的公司股份。比如提供补贴、长期合同、签证、关税减免、许可放宽、税收减免等等。这些方式都更好。”此次美国投资标志着美国总统特朗普的立场大逆转，而就在几周前，特朗普敦促英特尔首席执行官陈立武辞职，理由是所谓的“利益冲突”。特朗普当时表示：“英特尔的首席执行官存在严重利益冲突，必须立即辞职。这是解决该问题的唯一方式。”","news_type":1,"symbols_score_info":{"INTC":1}},"isVote":1,"tweetType":1,"viewCount":1414,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":465080452526368,"gmtCreate":1754569844916,"gmtModify":1754569846568,"author":{"id":"11107014341500","authorId":"11107014341500","name":"天空使者","avatar":"https://static.tigerbbs.com/c86841c011641e27a5e95607f7abd2c9","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"11107014341500","authorIdStr":"11107014341500"},"themes":[],"htmlText":"跟懂王一起抄底","listText":"跟懂王一起抄底","text":"跟懂王一起抄底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/465080452526368","repostId":"1173597457","repostType":2,"repost":{"id":"1173597457","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1754567029,"share":"https://www.laohu8.com/m/news/1173597457?lang=zh_CN&edition=full","pubTime":"2025-08-07 19:43","market":"us","language":"zh","title":"美国总统特朗普表示，英特尔首席执行官存在严重的利益冲突，必须立即辞职","url":"https://stock-news.laohu8.com/highlight/detail?id=1173597457","media":"老虎资讯综合","summary":"8月7日（周四），美国总统特朗普表示，英特尔首席执行官存在严重的利益冲突，必须立即辞职。这个问题没有其他解决办法。","content":"<html><head></head><body><p>8月7日（周四），英特尔盘前短线急速下跌超3%，美国总统特朗普表示，英特尔首席执行官存在严重的利益冲突，必须立即辞职。这个问题没有其他解决办法。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6fd5cc40a05289d035710dc9ffb11869\" tg-width=\"215\" tg-height=\"111\"/></p><p></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>美国总统特朗普表示，英特尔首席执行官存在严重的利益冲突，必须立即辞职</title>\n<style 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19:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月7日（周四），英特尔盘前短线急速下跌超3%，美国总统特朗普表示，英特尔首席执行官存在严重的利益冲突，必须立即辞职。这个问题没有其他解决办法。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6fd5cc40a05289d035710dc9ffb11869\" tg-width=\"215\" tg-height=\"111\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"INTC":"英特尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173597457","content_text":"8月7日（周四），英特尔盘前短线急速下跌超3%，美国总统特朗普表示，英特尔首席执行官存在严重的利益冲突，必须立即辞职。这个问题没有其他解决办法。","news_type":1,"symbols_score_info":{"INTC":1.1}},"isVote":1,"tweetType":1,"viewCount":909,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":465071023419736,"gmtCreate":1754568211096,"gmtModify":1754568212356,"author":{"id":"11107014341500","authorId":"11107014341500","name":"天空使者","avatar":"https://static.tigerbbs.com/c86841c011641e27a5e95607f7abd2c9","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"11107014341500","authorIdStr":"11107014341500"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 懂王开始炒intel 逢低补","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 懂王开始炒intel 逢低补","text":"$英特尔(INTC)$ 懂王开始炒intel 逢低补","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/465071023419736","isVote":1,"tweetType":1,"viewCount":1855,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482819036893392,"gmtCreate":1758904532646,"gmtModify":1758904534357,"author":{"id":"11107014341500","authorId":"11107014341500","name":"天空使者","avatar":"https://static.tigerbbs.com/c86841c011641e27a5e95607f7abd2c9","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"11107014341500","authorIdStr":"11107014341500"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 一路甩人一路飞","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 一路甩人一路飞","text":"$英特尔(INTC)$ 一路甩人一路飞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482819036893392","isVote":1,"tweetType":1,"viewCount":1491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":292066931196088,"gmtCreate":1712331422308,"gmtModify":1712331424183,"author":{"id":"11107014341500","authorId":"11107014341500","name":"天空使者","avatar":"https://static.tigerbbs.com/c86841c011641e27a5e95607f7abd2c9","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"11107014341500","authorIdStr":"11107014341500"},"themes":[],"htmlText":"又骗了一堆人下车了","listText":"又骗了一堆人下车了","text":"又骗了一堆人下车了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/292066931196088","repostId":"1120918019","repostType":2,"repost":{"id":"1120918019","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1712329909,"share":"https://www.laohu8.com/m/news/1120918019?lang=zh_CN&edition=full","pubTime":"2024-04-05 23:11","market":"us","language":"zh","title":"市场消息：特斯拉取消了低成本汽车计划","url":"https://stock-news.laohu8.com/highlight/detail?id=1120918019","media":"老虎资讯综合","summary":"4月5日，$特斯拉(TSLA)$跌超3%，报道称该公司取消了低成本汽车计划。","content":"<html><head></head><body><p>4月5日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>短线下挫，现跌超3%，报道称该公司取消了低成本汽车计划。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93c2ac9f0d3a4b3e8daedd13881c4a7b\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></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>市场消息：特斯拉取消了低成本汽车计划</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市场消息：特斯拉取消了低成本汽车计划\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-04-05 23:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月5日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>短线下挫，现跌超3%，报道称该公司取消了低成本汽车计划。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/93c2ac9f0d3a4b3e8daedd13881c4a7b\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"LU0082616367.USD":"摩根大通美国科技A（dist）","BK4588":"碎股","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4527":"明星科技股","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","TSLL":"2倍做多TSLA ETF-Direxion","LU1551013342.USD":"Allianz Income 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17:15","market":"us","language":"zh","title":"特斯拉盘前跌超2%，传拟削减在中国市场的汽车产量","url":"https://stock-news.laohu8.com/highlight/detail?id=1118919859","media":"老虎资讯综合","summary":"3月22日，市场消息：由于电动汽车销售增长放缓，$特斯拉(TSLA)$据悉削减在中国市场的汽车产量。受此消息影响，特斯拉盘前跌超1%。","content":"<html><head></head><body><p>3月22日，市场消息：由于电动汽车销售增长放缓，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>据悉削减在中国市场的汽车产量。</p><p>受此消息影响，特斯拉盘前跌超2%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03e6898d8675ba9932ff6e21e50aa282\" tg-width=\"820\" tg-height=\"451\"/></p><p></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>特斯拉盘前跌超2%，传拟削减在中国市场的汽车产量</title>\n<style 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href=\"https://laohu8.com/S/TSLA\">特斯拉</a>据悉削减在中国市场的汽车产量。</p><p>受此消息影响，特斯拉盘前跌超2%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/03e6898d8675ba9932ff6e21e50aa282\" tg-width=\"820\" tg-height=\"451\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/968c7f56416ea450ba452ed25e324d2e","relate_stocks":{"BK4527":"明星科技股","BK4585":"ETF&股票定投概念","LU0056508442.USD":"贝莱德世界科技基金A2","LU0823414478.USD":"法巴经典能源转换基金","BK4534":"瑞士信贷持仓","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","TSLA":"特斯拉","BK4555":"新能源车","TSLL":"2倍做多TSLA ETF-Direxion","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2063271972.USD":"富兰克林创新领域基金","BK4550":"红杉资本持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) 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