花生花生171的个人主页 - 老虎社区

花生花生171

花生花生171

多如杂草生长，空如秋叶飘落

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花生花生171

2025-02-06

$36氪(KRKR)$ 骗进来杀

花生花生171

2025-01-08

$名创优品(MNSO)$

花生花生171

2025-01-08

$台积电(TSM)$

花生花生171

2025-12-01

$泡泡玛特(09992)$ 拉布布后边还有谁？没有就等着被空吧

花生花生171

2025-11-21

差不多了，已经在车上了

花生花生171

2025-06-06

$TSLA 20250606 310.0 PUT$

花生花生171

2025-03-03

美国投诚俄罗斯[喷血]

白宫：美国总统特朗普将发布一项有关投资的声明

花生花生171

2025-02-08

$AMZN 20250207 232.5 CALL$

花生花生171

2025-01-23

$ARM Holdings(ARM)$ arm的CPU只在传统计算中心有些应用，在这种Nvidia人工智能计算中心中并没有看到应用，整个工具链、编译库乃至硬件架构都还没有[旺柴]

花生花生171

2025-01-11

$ARM Holdings(ARM)$

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20:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美国白宫：美国总统特朗普将于今日发布一项有关投资的声明。同时，<strong>特朗普表示：明晚将有大消息。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/dd30567bdb596c8153b4982ff324d5dd","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136910093","content_text":"美国白宫：美国总统特朗普将于今日发布一项有关投资的声明。同时，特朗普表示：明晚将有大消息。","news_type":1,"symbols_score_info":{".DJI":1.1}},"isVote":1,"tweetType":1,"viewCount":2081,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":408285691789344,"gmtCreate":1740700754631,"gmtModify":1740706553312,"author":{"id":"3491809682807723","authorId":"3491809682807723","name":"花生花生171","avatar":"https://static.tigerbbs.com/0f22c64ce346d066181c087e722b71d7","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3491809682807723","authorIdStr":"3491809682807723"},"themes":[],"htmlText":"<a 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17:02","market":"us","language":"zh","title":"百度四季度营收341.24亿元人民币高于预期，经调整净利润67亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=1174179376","media":"老虎资讯综合","summary":"四季度经调整净利润67.09亿元。","content":"<html><head></head><body><p>百度集团2024年第四季度营收341.24亿元人民币（下同），同比下降2%，但高于预估的333.9亿元。</p><p>四季度经调整净利润67.09亿元，同比下滑13%。</p><p>四季度经调整每ADS利润19.18元，预估14.13元。</p><p style=\"text-align: start;\">四季度调整后营业利润50.5亿元，预估48.9亿元。</p><p style=\"text-align: start;\">四季度调整后息税折旧及摊销前利润69.5亿元，预估74.7亿元。</p><p>整个2024年，百度总营收为1331亿元，同比下滑1%。归属于百度的净利润为238亿元。不按美国通用会计准则，归属于百度的净利润为270亿元。</p><p><strong>业务营收</strong></p><p>百度第四季度来自于“百度核心”的营收达277亿元（约合38.0亿美元），同比增长1%。</p><p style=\"text-align: start;\">网络营销营收为179亿元（约合24.6亿美元），同比下滑7%。</p><p style=\"text-align: start;\">非网络营销营收为98亿元（约合13.4亿美元），同比增长18%，主要得益于AI云业务的推动。</p><p style=\"text-align: start;\">来自爱奇艺的营收为66亿元（约合9.06亿美元），同比下滑14%。</p><p><strong>智能云</strong></p><p style=\"text-align: start;\">2024年12月，文心系列模型处理的日均API调用量达到16.5亿次，其中外部API调用量环增长178%，增长势头强劲。</p><p style=\"text-align: start;\">2024年12月，百度文库AI功能的月活跃用户达到9400万，同比增长216%，环比增长83%。</p><p style=\"text-align: start;\"><strong>智能驾驶</strong></p><p style=\"text-align: start;\">2024年第四季度，百度的自动驾驶服务“萝卜快跑”（Apollo Go）提供的自动驾驶订单为超过110万单，同比增长36%。</p><p style=\"text-align: start;\">2024年11月，萝卜快跑获得在香港开放道路进行自动驾驶测试的许可， 是该地区首个也是唯一一个获得该类自动驾驶测试授权的。这标志着萝卜快跑首次进入右舵驾驶、左侧通行市场。</p><p style=\"text-align: start;\"><strong>移动生态</strong></p><p style=\"text-align: start;\">2024年12月，百度APP的月活跃用户达到6.79亿，同比增长2%。</p><p style=\"text-align: start;\">托管页收入占2024年第四季度百度核心在线营销业务收入的48%。</p><p style=\"text-align: start;\">百度相信对人工智能的投资将推动重大进步，预计2025年人工智能投资将带来更显著回报。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/afe403a688a997d710665634e92712fa\" title=\"\" tg-width=\"834\" tg-height=\"522\"/></p><p><strong>高管解读</strong></p><p>百度代理首席财务官何俊杰表示：我们的智能云业务呈现强劲势头，第四季度收入同比增长加快至26%，抵销了在线营销业务的疲弱。在应对短期压力的同时，我们坚信百度在人工智能领域的战略投入将推动实质性进展，并为长期成功奠定基础。</p><p>百度联合创始人兼首席执行官李彦宏表示：“2024年是我们从以互联网为中心向人工智能为引领转型的关键一年。智能云发展势头强劲，得益于市场对我们全栈人工智能能力的广泛认可。在移动生态中，我们一直坚定不移地推进人工智能转型，使搜索更具人工智能原生化，为用户带来更优质的体验。自动驾驶出行服务萝蔔快跑经过多年的投入，商业模式已得到验证，为全球拓展和规模化、轻资产运营奠定了基础。随着我们的战略布局不断被验证，我们相信人工智能相关投入将在2025年带来更大的成果。”</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>百度四季度营收341.24亿元人民币高于预期，经调整净利润67亿元</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百度四季度营收341.24亿元人民币高于预期，经调整净利润67亿元\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\">2025-02-18 17:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>百度集团2024年第四季度营收341.24亿元人民币（下同），同比下降2%，但高于预估的333.9亿元。</p><p>四季度经调整净利润67.09亿元，同比下滑13%。</p><p>四季度经调整每ADS利润19.18元，预估14.13元。</p><p style=\"text-align: start;\">四季度调整后营业利润50.5亿元，预估48.9亿元。</p><p style=\"text-align: start;\">四季度调整后息税折旧及摊销前利润69.5亿元，预估74.7亿元。</p><p>整个2024年，百度总营收为1331亿元，同比下滑1%。归属于百度的净利润为238亿元。不按美国通用会计准则，归属于百度的净利润为270亿元。</p><p><strong>业务营收</strong></p><p>百度第四季度来自于“百度核心”的营收达277亿元（约合38.0亿美元），同比增长1%。</p><p style=\"text-align: start;\">网络营销营收为179亿元（约合24.6亿美元），同比下滑7%。</p><p style=\"text-align: start;\">非网络营销营收为98亿元（约合13.4亿美元），同比增长18%，主要得益于AI云业务的推动。</p><p style=\"text-align: start;\">来自爱奇艺的营收为66亿元（约合9.06亿美元），同比下滑14%。</p><p><strong>智能云</strong></p><p style=\"text-align: start;\">2024年12月，文心系列模型处理的日均API调用量达到16.5亿次，其中外部API调用量环增长178%，增长势头强劲。</p><p style=\"text-align: start;\">2024年12月，百度文库AI功能的月活跃用户达到9400万，同比增长216%，环比增长83%。</p><p style=\"text-align: start;\"><strong>智能驾驶</strong></p><p style=\"text-align: start;\">2024年第四季度，百度的自动驾驶服务“萝卜快跑”（Apollo Go）提供的自动驾驶订单为超过110万单，同比增长36%。</p><p style=\"text-align: start;\">2024年11月，萝卜快跑获得在香港开放道路进行自动驾驶测试的许可， 是该地区首个也是唯一一个获得该类自动驾驶测试授权的。这标志着萝卜快跑首次进入右舵驾驶、左侧通行市场。</p><p style=\"text-align: start;\"><strong>移动生态</strong></p><p style=\"text-align: start;\">2024年12月，百度APP的月活跃用户达到6.79亿，同比增长2%。</p><p style=\"text-align: start;\">托管页收入占2024年第四季度百度核心在线营销业务收入的48%。</p><p style=\"text-align: start;\">百度相信对人工智能的投资将推动重大进步，预计2025年人工智能投资将带来更显著回报。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/afe403a688a997d710665634e92712fa\" title=\"\" tg-width=\"834\" tg-height=\"522\"/></p><p><strong>高管解读</strong></p><p>百度代理首席财务官何俊杰表示：我们的智能云业务呈现强劲势头，第四季度收入同比增长加快至26%，抵销了在线营销业务的疲弱。在应对短期压力的同时，我们坚信百度在人工智能领域的战略投入将推动实质性进展，并为长期成功奠定基础。</p><p>百度联合创始人兼首席执行官李彦宏表示：“2024年是我们从以互联网为中心向人工智能为引领转型的关键一年。智能云发展势头强劲，得益于市场对我们全栈人工智能能力的广泛认可。在移动生态中，我们一直坚定不移地推进人工智能转型，使搜索更具人工智能原生化，为用户带来更优质的体验。自动驾驶出行服务萝蔔快跑经过多年的投入，商业模式已得到验证，为全球拓展和规模化、轻资产运营奠定了基础。随着我们的战略布局不断被验证，我们相信人工智能相关投入将在2025年带来更大的成果。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0cb3c6c3c55603d00a14ee3389850b7f","relate_stocks":{"09888":"百度集团-SW","BIDU":"百度"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174179376","content_text":"百度集团2024年第四季度营收341.24亿元人民币（下同），同比下降2%，但高于预估的333.9亿元。四季度经调整净利润67.09亿元，同比下滑13%。四季度经调整每ADS利润19.18元，预估14.13元。四季度调整后营业利润50.5亿元，预估48.9亿元。四季度调整后息税折旧及摊销前利润69.5亿元，预估74.7亿元。整个2024年，百度总营收为1331亿元，同比下滑1%。归属于百度的净利润为238亿元。不按美国通用会计准则，归属于百度的净利润为270亿元。业务营收百度第四季度来自于“百度核心”的营收达277亿元（约合38.0亿美元），同比增长1%。网络营销营收为179亿元（约合24.6亿美元），同比下滑7%。非网络营销营收为98亿元（约合13.4亿美元），同比增长18%，主要得益于AI云业务的推动。来自爱奇艺的营收为66亿元（约合9.06亿美元），同比下滑14%。智能云2024年12月，文心系列模型处理的日均API调用量达到16.5亿次，其中外部API调用量环增长178%，增长势头强劲。2024年12月，百度文库AI功能的月活跃用户达到9400万，同比增长216%，环比增长83%。智能驾驶2024年第四季度，百度的自动驾驶服务“萝卜快跑”（Apollo Go）提供的自动驾驶订单为超过110万单，同比增长36%。2024年11月，萝卜快跑获得在香港开放道路进行自动驾驶测试的许可， 是该地区首个也是唯一一个获得该类自动驾驶测试授权的。这标志着萝卜快跑首次进入右舵驾驶、左侧通行市场。移动生态2024年12月，百度APP的月活跃用户达到6.79亿，同比增长2%。托管页收入占2024年第四季度百度核心在线营销业务收入的48%。百度相信对人工智能的投资将推动重大进步，预计2025年人工智能投资将带来更显著回报。高管解读百度代理首席财务官何俊杰表示：我们的智能云业务呈现强劲势头，第四季度收入同比增长加快至26%，抵销了在线营销业务的疲弱。在应对短期压力的同时，我们坚信百度在人工智能领域的战略投入将推动实质性进展，并为长期成功奠定基础。百度联合创始人兼首席执行官李彦宏表示：“2024年是我们从以互联网为中心向人工智能为引领转型的关键一年。智能云发展势头强劲，得益于市场对我们全栈人工智能能力的广泛认可。在移动生态中，我们一直坚定不移地推进人工智能转型，使搜索更具人工智能原生化，为用户带来更优质的体验。自动驾驶出行服务萝蔔快跑经过多年的投入，商业模式已得到验证，为全球拓展和规模化、轻资产运营奠定了基础。随着我们的战略布局不断被验证，我们相信人工智能相关投入将在2025年带来更大的成果。”","news_type":1,"symbols_score_info":{"BIDU":1.1,"09888":1.1}},"isVote":1,"tweetType":1,"viewCount":2214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":403502301082248,"gmtCreate":1739536337458,"gmtModify":1739536339456,"author":{"id":"3491809682807723","authorId":"3491809682807723","name":"花生花生171","avatar":"https://static.tigerbbs.com/0f22c64ce346d066181c087e722b71d7","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3491809682807723","authorIdStr":"3491809682807723"},"themes":[],"htmlText":"不看好合资","listText":"不看好合资","text":"不看好合资","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/403502301082248","repostId":"2511634466","repostType":2,"repost":{"id":"2511634466","kind":"news","pubTimestamp":1739514731,"share":"https://www.laohu8.com/m/news/2511634466?lang=zh_CN&edition=full","pubTime":"2025-02-14 14:32","market":"us","language":"zh","title":"英特尔迎天降甘霖？与台积电合资传言助力股价飞涨！","url":"https://stock-news.laohu8.com/highlight/detail?id=2511634466","media":"金融界","summary":"英特尔和台积电又将如何抉择？","content":"<p>作者：青枫</p><p>近日，美国芯片巨头<a href=\"https://laohu8.com/S/INTC\">英特尔</a>的股价在经历了近一年的疲弱下跌后，突然有如神助，连续上涨四天，累计涨幅高达26%，直接触及200日均线。这一突如其来的大涨，瞬间引爆了市场热议，而背后的推手，则是一则有关英特尔与<a href=\"https://laohu8.com/S/TSM\">台积电</a>合资的传言。</p><p>作为对比，台积电美股ADR在这四天里总体呈现弱势，累计下跌了1.53%。这一反差明显的走势，更加剧了市场对英特尔与台积电合资传言的关注度和讨论热度。</p><p>传言的源头来自投行Baird的分析师Tristan Gerra。他表示，供应链市场上有传言称，美国政府可能会推动英特尔和台湾芯片代工巨头台积电成立合资企业。据Baird的报告称，英特尔的芯片代工厂可能会分拆为一家新的合资企业，由台积电和英特尔共同拥有，并由台积电负责运营。台积电可能会派遣工程师前往该芯片制造厂，监督2nm和3nm工艺芯片的生产，利用其专业知识确保该工厂的成功以及英特尔未来制造项目的可行性。</p><p>这一消息对于英特尔来说，无疑是天降甘霖。近几个季度以来，英特尔在技术发展上面临瓶颈，经营上也出现了困难。而台积电则在芯片代工领域处于绝对的领先地位，其先进的制造工艺和高效的生产能力，一直是业界公认的佼佼者。如果台积电与英特尔成立合资企业，将有望帮助英特尔脱离困境，同时也有助于促进美国半导体制造业的发展。</p><p>Baird分析师Tristan Gerra声称，虽然该传言目前还没有得到证实，而且这个项目可能需要很长时间才能完成，但该传言有其合理性。他指出，美国政府一直致力于加强本国的半导体产业链，而英特尔作为美国国内最大的芯片制造商，其兴衰直接关系到美国在全球半导体市场的地位。因此，美国政府有可能会出手帮助英特尔脱困，而与台积电的合资，无疑是一个可行的方案。</p><p>值得一提的是，台积电董事会于2月12日至2月14日在美国召开，这是该公司首次在美召开董事会。这一举动被有些市场观察人士当作合资传闻的一个佐证，认为这可能是台积电与英特尔就合资事宜进行洽谈的一个信号。</p><p>就在这则报道出炉的前一天，美国副总统JD·万斯在巴黎发表演讲，大力提倡美国制造芯片，强调最先进的人工智能芯片将继续在美国设计和制造。这一言论似乎也在呼应上文的传言，暗示美国政府将帮助英特尔脱困，并加强本国的半导体制造业。受此影响，英特尔股价应声大涨，投资者对英特尔的未来充满了期待。</p><p>然而，不少芯片行业专家和分析师却对这一传言的真实性和可行性提出了质疑。尤其是考虑到对于台积电来说，这个合资的计划显然是弊大于利。</p><p>台湾资深行业分析师陈子昂指出，英特尔近年表现不佳，在华盛顿眼中已成为累赘。如果美国政府确实在推行这一战略，这是一个聪明的举动——以最少的投资振兴英特尔现有的设施，同时加强美国的半导体供应链。然而，他警告称，这个计划可能会使台积电面临严重的知识产权问题。台积电作为全球领先的芯片代工企业，其核心技术是公司的命脉所在，一旦泄露，后果不堪设想。</p><p>台湾经济研究院（TIER）台湾产业经济数据库研究员刘佩真也指出了合资的潜在风险。她表示，如果台积电与英特尔组建合资企业，台积电将面临技术外流的风险。刘佩真指出，虽然台积电通过合资企业在德国德累斯顿和日本熊本建立了生产设施，但与其合作的当地企业都是其客户，而英特尔则不同——它是台积电的直接竞争对手。如果台积电与英特尔组建合资企业，这家合资企业将不可避免地专注于先进的半导体技术，一旦技术泄露，可能会危及台积电在先进技术方面的领先优势。</p><p>此外，花旗分析师Christopher Danely也表示了对合资传言的疑虑。他认为，如果合资传言为真，台积电将通过提供工程师和其他技术知识“帮助”英特尔的商业代工业务，使该业务能够实现尖端制造，并提供一个可行的美国尖端代工厂。然而，这种安排不太可能成功。花旗分析师指出，英特尔与台积电的工艺生态系统不同，而且如果合资，英特尔员工将不得不采用不同的工作安排，这可能会带来一系列的问题和挑战。</p><p>花旗仍然认为，英特尔应该直接退出代工业务，并重申对该股的中性评级，目标价为21美元——较当日收盘价下跌12.5%。这一观点也反映了市场对英特尔未来发展的不同看法和预期。</p><p>综上所述，英特尔与台积电的合资传言已经引发了市场的广泛关注和热议。虽然这一传言目前还没有得到证实，但其背后的利益纠葛和潜在影响已经不容忽视。对于英特尔来说，与台积电的合资可能是一个脱困的良机；但对于台积电来说，这一计划却充满了风险和挑战。未来，这一传言将如何发展？英特尔和台积电又将如何抉择？让我们拭目以待。</p>","source":"jinrongjie_highlight","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>英特尔迎天降甘霖？与台积电合资传言助力股价飞涨！</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英特尔迎天降甘霖？与台积电合资传言助力股价飞涨！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-14 14:32 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.163.com/dy/article/JOC6T40O0519QIKK.html><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：青枫近日，美国芯片巨头英特尔的股价在经历了近一年的疲弱下跌后，突然有如神助，连续上涨四天，累计涨幅高达26%，直接触及200日均线。这一突如其来的大涨，瞬间引爆了市场热议，而背后的推手，则是一则有关英特尔与台积电合资的传言。作为对比，台积电美股ADR在这四天里总体呈现弱势，累计下跌了1.53%。这一反差明显的走势，更加剧了市场对英特尔与台积电合资传言的关注度和讨论热度。传言的源头来自投行...</p>\n\n<a href=\"https://www.163.com/dy/article/JOC6T40O0519QIKK.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"},"source_url":"https://www.163.com/dy/article/JOC6T40O0519QIKK.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2511634466","content_text":"作者：青枫近日，美国芯片巨头英特尔的股价在经历了近一年的疲弱下跌后，突然有如神助，连续上涨四天，累计涨幅高达26%，直接触及200日均线。这一突如其来的大涨，瞬间引爆了市场热议，而背后的推手，则是一则有关英特尔与台积电合资的传言。作为对比，台积电美股ADR在这四天里总体呈现弱势，累计下跌了1.53%。这一反差明显的走势，更加剧了市场对英特尔与台积电合资传言的关注度和讨论热度。传言的源头来自投行Baird的分析师Tristan Gerra。他表示，供应链市场上有传言称，美国政府可能会推动英特尔和台湾芯片代工巨头台积电成立合资企业。据Baird的报告称，英特尔的芯片代工厂可能会分拆为一家新的合资企业，由台积电和英特尔共同拥有，并由台积电负责运营。台积电可能会派遣工程师前往该芯片制造厂，监督2nm和3nm工艺芯片的生产，利用其专业知识确保该工厂的成功以及英特尔未来制造项目的可行性。这一消息对于英特尔来说，无疑是天降甘霖。近几个季度以来，英特尔在技术发展上面临瓶颈，经营上也出现了困难。而台积电则在芯片代工领域处于绝对的领先地位，其先进的制造工艺和高效的生产能力，一直是业界公认的佼佼者。如果台积电与英特尔成立合资企业，将有望帮助英特尔脱离困境，同时也有助于促进美国半导体制造业的发展。Baird分析师Tristan Gerra声称，虽然该传言目前还没有得到证实，而且这个项目可能需要很长时间才能完成，但该传言有其合理性。他指出，美国政府一直致力于加强本国的半导体产业链，而英特尔作为美国国内最大的芯片制造商，其兴衰直接关系到美国在全球半导体市场的地位。因此，美国政府有可能会出手帮助英特尔脱困，而与台积电的合资，无疑是一个可行的方案。值得一提的是，台积电董事会于2月12日至2月14日在美国召开，这是该公司首次在美召开董事会。这一举动被有些市场观察人士当作合资传闻的一个佐证，认为这可能是台积电与英特尔就合资事宜进行洽谈的一个信号。就在这则报道出炉的前一天，美国副总统JD·万斯在巴黎发表演讲，大力提倡美国制造芯片，强调最先进的人工智能芯片将继续在美国设计和制造。这一言论似乎也在呼应上文的传言，暗示美国政府将帮助英特尔脱困，并加强本国的半导体制造业。受此影响，英特尔股价应声大涨，投资者对英特尔的未来充满了期待。然而，不少芯片行业专家和分析师却对这一传言的真实性和可行性提出了质疑。尤其是考虑到对于台积电来说，这个合资的计划显然是弊大于利。台湾资深行业分析师陈子昂指出，英特尔近年表现不佳，在华盛顿眼中已成为累赘。如果美国政府确实在推行这一战略，这是一个聪明的举动——以最少的投资振兴英特尔现有的设施，同时加强美国的半导体供应链。然而，他警告称，这个计划可能会使台积电面临严重的知识产权问题。台积电作为全球领先的芯片代工企业，其核心技术是公司的命脉所在，一旦泄露，后果不堪设想。台湾经济研究院（TIER）台湾产业经济数据库研究员刘佩真也指出了合资的潜在风险。她表示，如果台积电与英特尔组建合资企业，台积电将面临技术外流的风险。刘佩真指出，虽然台积电通过合资企业在德国德累斯顿和日本熊本建立了生产设施，但与其合作的当地企业都是其客户，而英特尔则不同——它是台积电的直接竞争对手。如果台积电与英特尔组建合资企业，这家合资企业将不可避免地专注于先进的半导体技术，一旦技术泄露，可能会危及台积电在先进技术方面的领先优势。此外，花旗分析师Christopher Danely也表示了对合资传言的疑虑。他认为，如果合资传言为真，台积电将通过提供工程师和其他技术知识“帮助”英特尔的商业代工业务，使该业务能够实现尖端制造，并提供一个可行的美国尖端代工厂。然而，这种安排不太可能成功。花旗分析师指出，英特尔与台积电的工艺生态系统不同，而且如果合资，英特尔员工将不得不采用不同的工作安排，这可能会带来一系列的问题和挑战。花旗仍然认为，英特尔应该直接退出代工业务，并重申对该股的中性评级，目标价为21美元——较当日收盘价下跌12.5%。这一观点也反映了市场对英特尔未来发展的不同看法和预期。综上所述，英特尔与台积电的合资传言已经引发了市场的广泛关注和热议。虽然这一传言目前还没有得到证实，但其背后的利益纠葛和潜在影响已经不容忽视。对于英特尔来说，与台积电的合资可能是一个脱困的良机；但对于台积电来说，这一计划却充满了风险和挑战。未来，这一传言将如何发展？英特尔和台积电又将如何抉择？让我们拭目以待。","news_type":1,"symbols_score_info":{"INTC":1.1}},"isVote":1,"tweetType":1,"viewCount":790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402069470716184,"gmtCreate":1739169021828,"gmtModify":1739169023656,"author":{"id":"3491809682807723","authorId":"3491809682807723","name":"花生花生171","avatar":"https://static.tigerbbs.com/0f22c64ce346d066181c087e722b71d7","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3491809682807723","authorIdStr":"3491809682807723"},"themes":[],"htmlText":"怂了","listText":"怂了","text":"怂了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402069470716184","repostId":"2510618074","repostType":2,"isVote":1,"tweetType":1,"viewCount":1127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":401195754717848,"gmtCreate":1738955427061,"gmtModify":1738966561962,"author":{"id":"3491809682807723","authorId":"3491809682807723","name":"花生花生171","avatar":"https://static.tigerbbs.com/0f22c64ce346d066181c087e722b71d7","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3491809682807723","authorIdStr":"3491809682807723"},"themes":[],"htmlText":"<a 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20:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美国白宫：美国总统特朗普将于今日发布一项有关投资的声明。同时，<strong>特朗普表示：明晚将有大消息。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/dd30567bdb596c8153b4982ff324d5dd","relate_stocks":{".DJI":"道琼斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136910093","content_text":"美国白宫：美国总统特朗普将于今日发布一项有关投资的声明。同时，特朗普表示：明晚将有大消息。","news_type":1,"symbols_score_info":{".DJI":1.1}},"isVote":1,"tweetType":1,"viewCount":2081,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":401194082181288,"gmtCreate":1738955385896,"gmtModify":1738966561649,"author":{"id":"3491809682807723","authorId":"3491809682807723","name":"花生花生171","avatar":"https://static.tigerbbs.com/0f22c64ce346d066181c087e722b71d7","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3491809682807723","idStr":"3491809682807723"},"themes":[],"htmlText":"<a 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