咸鱼突刺的个人主页 - 老虎社区

咸鱼突刺

咸鱼突刺

成长中的韭菜

IP属地：陕西

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2粉丝

0主题

0勋章

07-07

$英特尔(INTC)$ 昨天利好都高开低走，今天怎么着都得跌10个点吧，不过我看好财报，这次应该是财报前的深蹲

2025-11-29

$INTC 20251128 38.0 CALL$ [捂脸] 没想到半天时间翻车了

03-23

整个世界都被川普玩弄于股掌

特朗普表示对伊朗打击被推迟！美股三大股指期货拉升，国际油价直线下挫

06-08

这新闻要是早两个月发，又是20%的涨幅

市场消息：谷歌和英伟达考虑将英特尔作为备用芯片制造商

06-03

拜拜了

6月12日起，老虎国际暂停中国境内新开仓、加仓交易

05-12

我才追进来泡沫就破了？

半导体股回调，高通大跌超10%，韩国传利空，大空头发警告

04-28

哪怕你找谷歌呢，好歹做过手机

OpenAI正计划与高通合作推出智能手机，苹果或承压

03-31

$英特尔(INTC)$

01-22

$英特尔(INTC)$ 等财报后找机会再买入吧

01-13

$英特尔(INTC)$ all in intel，AI末班车了这是

去老虎APP查看更多动态

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Peters于8月6日减持27312股，成交均价73.543美元/股——SEC文件披露</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n奈飞联席CEO Gregory K. Peters于8月6日减持27312股，成交均价73.543美元/股——SEC文件披露\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1004306016\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美股速递 </p>\n<p class=\"h-time\">2026-08-07 05:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>奈飞（Netflix）联席CEO Gregory K. Peters在8月6日进行了公开市场抛售。根据美国证券交易委员会（SEC）披露的文件，他共减持了公司27312股股票。此次交易的成交均价为每股73.543美元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","BK4534":"瑞士信贷持仓","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1548497426.USD":"安联环球人工智能AT Acc","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","NFXL":"2倍做多NFLX ETF-Direxion","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","NFLY":"NFLX期权收益策略ETF-YieldMax","NFXS":"1倍做空NFLX ETF-Direxion","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","BK4548":"巴美列捷福持仓","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0203202063.USD":"AB SICAV I - 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可以视为ai的对冲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/591429620782648","isVote":1,"tweetType":1,"viewCount":648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":590844818142384,"gmtCreate":1785250846098,"gmtModify":1785250848382,"author":{"id":"3496288086457552","authorId":"3496288086457552","name":"咸鱼突刺","avatar":"https://static.tigerbbs.com/eb25a5997004b2649a3345ce279051a9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3496288086457552","authorIdStr":"3496288086457552"},"themes":[],"title":"","htmlText":"莫名其妙，回购又不是最近推出的","listText":"莫名其妙，回购又不是最近推出的","text":"莫名其妙，回购又不是最近推出的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/590844818142384","repostId":"1143206973","repostType":2,"repost":{"id":"1143206973","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"行情直击","id":"1059448697","head_image":"https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a"},"pubTimestamp":1785248749,"share":"https://www.laohunote.com/m/news/1143206973?lang=zh_CN&edition=full","pubTime":"2026-07-28 22:25","market":"us","language":"zh","title":"异动解读｜奈飞盘中上涨3.09%，大规模回购及强劲现金流指引提振市场信心","url":"https://stock-news.laohu8.com/highlight/detail?id=1143206973","media":"行情直击","summary":"7月28日，奈飞盘中上涨3.09%，报73.525美元/股，成交额8.93亿美元。消息面上，奈飞近日披露第二季度累计投入近50亿美元用于股票回购，创单季度回购规模历史新高，同时将股票回购总授权额度提升至270亿美元。管理层预计全年营收增长13%至14%，营业利润率达31.5%，自由现金流预计同比增长逾30%至125亿美元。在此前Q3指引不及预期导致股价大幅回调后，大规模资本回报计划叠加稳健盈利预期为市场情绪提供阶段性修复动力。","content":"<p><p>7月28日，奈飞盘中上涨3.09%，报73.525美元/股，成交额8.93亿美元。</p><p>消息面上，奈飞近日披露第二季度累计投入近50亿美元用于股票回购，创单季度回购规模历史新高，同时将股票回购总授权额度提升至270亿美元。管理层预计全年营收增长13%至14%，营业利润率达31.5%，自由现金流预计同比增长逾30%至125亿美元。此外，公司已完成10亿美元2036年到期高级无抵押债券的公开发售，用于偿还今年到期债务并优化财务结构。在此前Q3指引不及预期导致股价大幅回调后，大规模资本回报计划叠加稳健盈利预期为市场情绪提供阶段性修复动力。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>","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\" 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style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">行情直击 </p>\n<p class=\"h-time\">2026-07-28 22:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>7月28日，奈飞盘中上涨3.09%，报73.525美元/股，成交额8.93亿美元。</p><p>消息面上，奈飞近日披露第二季度累计投入近50亿美元用于股票回购，创单季度回购规模历史新高，同时将股票回购总授权额度提升至270亿美元。管理层预计全年营收增长13%至14%，营业利润率达31.5%，自由现金流预计同比增长逾30%至125亿美元。此外，公司已完成10亿美元2036年到期高级无抵押债券的公开发售，用于偿还今年到期债务并优化财务结构。在此前Q3指引不及预期导致股价大幅回调后，大规模资本回报计划叠加稳健盈利预期为市场情绪提供阶段性修复动力。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143206973","content_text":"7月28日，奈飞盘中上涨3.09%，报73.525美元/股，成交额8.93亿美元。消息面上，奈飞近日披露第二季度累计投入近50亿美元用于股票回购，创单季度回购规模历史新高，同时将股票回购总授权额度提升至270亿美元。管理层预计全年营收增长13%至14%，营业利润率达31.5%，自由现金流预计同比增长逾30%至125亿美元。此外，公司已完成10亿美元2036年到期高级无抵押债券的公开发售，用于偿还今年到期债务并优化财务结构。在此前Q3指引不及预期导致股价大幅回调后，大规模资本回报计划叠加稳健盈利预期为市场情绪提供阶段性修复动力。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","news_type":1,"symbols_score_info":{"NFLX":1}},"isVote":1,"tweetType":1,"viewCount":131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583282747745736,"gmtCreate":1783434524102,"gmtModify":1783434526378,"author":{"id":"3496288086457552","authorId":"3496288086457552","name":"咸鱼突刺","avatar":"https://static.tigerbbs.com/eb25a5997004b2649a3345ce279051a9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3496288086457552","authorIdStr":"3496288086457552"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 昨天利好都高开低走，今天怎么着都得跌10个点吧，不过我看好财报，这次应该是财报前的深蹲","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 昨天利好都高开低走，今天怎么着都得跌10个点吧，不过我看好财报，这次应该是财报前的深蹲","text":"$英特尔(INTC)$ 昨天利好都高开低走，今天怎么着都得跌10个点吧，不过我看好财报，这次应该是财报前的深蹲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/583282747745736","isVote":1,"tweetType":1,"viewCount":5562,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3585915303249081","authorId":"3585915303249081","name":"支书","avatar":"https://static.tigerbbs.com/f9a35973a1ec1d048f835d2673d1676e","crmLevel":2,"crmLevelSwitch":0,"idStr":"3585915303249081","authorIdStr":"3585915303249081"},"content":"兄弟你们怎么交易的，我们孙子被限制了。","text":"兄弟你们怎么交易的，我们孙子被限制了。","html":"兄弟你们怎么交易的，我们孙子被限制了。"},{"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐wh","avatar":"https://static.tigerbbs.com/c1c1849d88cebccaf76fac550f65c3dc","crmLevel":8,"crmLevelSwitch":1,"idStr":"3434867142275235","authorIdStr":"3434867142275235"},"content":"为啥交易不了？有啥新规定吗？","text":"为啥交易不了？有啥新规定吗？","html":"为啥交易不了？有啥新规定吗？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":572997901091048,"gmtCreate":1780927317649,"gmtModify":1780928003833,"author":{"id":"3496288086457552","authorId":"3496288086457552","name":"咸鱼突刺","avatar":"https://static.tigerbbs.com/eb25a5997004b2649a3345ce279051a9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3496288086457552","authorIdStr":"3496288086457552"},"themes":[],"title":"","htmlText":"这新闻要是早两个月发，又是20%的涨幅","listText":"这新闻要是早两个月发，又是20%的涨幅","text":"这新闻要是早两个月发，又是20%的涨幅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/572997901091048","repostId":"1106947577","repostType":2,"repost":{"id":"1106947577","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":1780923847,"share":"https://www.laohunote.com/m/news/1106947577?lang=zh_CN&edition=full","pubTime":"2026-06-08 21:04","market":"us","language":"zh","title":"市场消息：谷歌和英伟达考虑将英特尔作为备用芯片制造商","url":"https://stock-news.laohu8.com/highlight/detail?id=1106947577","media":"老虎资讯综合","summary":"6月8日，英特尔盘前直线拉升，现涨超10%！谷歌和英伟达考虑将英特尔作为备用芯片制造商。","content":"<html><head></head><body><p style=\"text-align: left;\">6月8日，英特尔盘前直线拉升，现涨超10%！<span>据The Information报道，台积电的产能困境正成为英特尔的福音。随着这家芯片制造巨头竭力应对其芯片制造产能面临的巨大需求，包括谷歌和英伟达在内的多家主要人工智能芯片设计公司，正悄然将英特尔作为备选制造商。据悉，英伟达正在评估英特尔用于未来芯片的先进封装和18A工艺。此外，该报道还称，谷歌最近向英特尔下单，要求其在2028年生产超过300万个TPU。</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0bad0630026810572393e68000ffd9d7\" data-align=\"center\" tg-width=\"684\" tg-height=\"795\"/><span></span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f23f0f5298d43e9e5c98393d917f7b7\" data-align=\"center\" tg-width=\"834\" tg-height=\"720\"/><span></span></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：谷歌和英伟达考虑将英特尔作为备用芯片制造商</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ 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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\">2026-06-08 21:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">6月8日，英特尔盘前直线拉升，现涨超10%！<span>据The Information报道，台积电的产能困境正成为英特尔的福音。随着这家芯片制造巨头竭力应对其芯片制造产能面临的巨大需求，包括谷歌和英伟达在内的多家主要人工智能芯片设计公司，正悄然将英特尔作为备选制造商。据悉，英伟达正在评估英特尔用于未来芯片的先进封装和18A工艺。此外，该报道还称，谷歌最近向英特尔下单，要求其在2028年生产超过300万个TPU。</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0bad0630026810572393e68000ffd9d7\" data-align=\"center\" tg-width=\"684\" tg-height=\"795\"/><span></span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f23f0f5298d43e9e5c98393d917f7b7\" data-align=\"center\" tg-width=\"834\" tg-height=\"720\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"NVDA":"英伟达","ANV":"GraniteShares Autocallable NVDA ETF","NVDX":"2倍做多NVDA ETF-T-Rex","NVDS":"1.5倍做空NVDA ETF-Tradr","LINT":"Direxion Daily INTC Bull 2X ETF","NVII":"Rex NVDA Growth & Income ETF","NVDW":"NVDA周配息ETF-Roundhill","GOOP":"KURV YIELD PREMIUM STRATEGY GOOGLE (GOOGL) ETF","NVDQ":"2倍做空NVDA ETF-T-Rex","NVYY":"GraniteShares YieldBOOST NVDA ETF","NVDL":"2倍做多NVDA ETF-GraniteShares","GOOW":"Roundhill GOOGL WeeklyPay ETF","GOOX":"2倍做多GOOG ETF-T-REX","NVDG":"2倍做多NVDA ETF- Leverage Shares","NVDY":"NVDA期权收益策略ETF-YieldMax","07388":"南方两倍做空英伟达","NVDU":"2倍做多NVDA ETF-Direxion","NVDD":"1倍做空NVDA ETF-Direxion","GOOY":"GOOGL期权收益策略ETF-YieldMax","GOOGL":"谷歌A","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVDB":"ProShares Ultra NVDA ETF","07788":"南方两倍做多英伟达","NVD":"2倍做空NVDA ETF-GraniteShares","GOU":"GraniteShares 2x Long GOOGL Daily ETF","DIPS":"做空NVDA期权收益策略ETF-YieldMax","GGLL":"2倍做多GOOGL-Direxion","GGLS":"1倍做空GOOGL ETF-Direxion","INTC":"英特尔","INTW":"2倍做多INTC ETF-GraniteShares"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106947577","content_text":"6月8日，英特尔盘前直线拉升，现涨超10%！据The Information报道，台积电的产能困境正成为英特尔的福音。随着这家芯片制造巨头竭力应对其芯片制造产能面临的巨大需求，包括谷歌和英伟达在内的多家主要人工智能芯片设计公司，正悄然将英特尔作为备选制造商。据悉，英伟达正在评估英特尔用于未来芯片的先进封装和18A工艺。此外，该报道还称，谷歌最近向英特尔下单，要求其在2028年生产超过300万个TPU。","news_type":1,"symbols_score_info":{"NVYY":0.6,"NVDL":0.6,"NVII":0.6,"NVDW":0.6,"NVDA":2,"NVD":0.6,"ANV":0.6,"GGLS":0.6,"NVDX":0.6,"GOOGL":2,"07788":0.6,"GOOX":0.6,"NVDO":0.6,"NVDU":0.6,"NVDS":0.6,"GOOW":0.6,"INTC":2,"GOOP":0.6,"NVDG":0.6,"NVDD":0.6,"GGLL":0.6,"LINT":0.6,"NVDY":0.6,"07388":0.6,"GOOY":0.6,"NVDB":0.6,"NVDQ":0.6,"GOU":0.6,"DIPS":0.6,"INTW":0.6}},"isVote":1,"tweetType":1,"viewCount":931,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4090129223813410","authorId":"4090129223813410","name":"知彼投研","avatar":"https://static.tigerbbs.com/90f42be6a86b5b63aecfef29fbc0ec5b","crmLevel":5,"crmLevelSwitch":0,"idStr":"4090129223813410","authorIdStr":"4090129223813410"},"content":"正是因为股价低了才发这种新闻拉涨呢","text":"正是因为股价低了才发这种新闻拉涨呢","html":"正是因为股价低了才发这种新闻拉涨呢"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571070905084440,"gmtCreate":1780445870758,"gmtModify":1780450476521,"author":{"id":"3496288086457552","authorId":"3496288086457552","name":"咸鱼突刺","avatar":"https://static.tigerbbs.com/eb25a5997004b2649a3345ce279051a9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3496288086457552","authorIdStr":"3496288086457552"},"themes":[],"title":"","htmlText":"拜拜了","listText":"拜拜了","text":"拜拜了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571070905084440","repostId":"2640391722","repostType":2,"repost":{"id":"2640391722","kind":"highlight","pubTimestamp":1780399711,"share":"https://www.laohunote.com/m/news/2640391722?lang=zh_CN&edition=full","pubTime":"2026-06-02 19:28","market":"us","language":"zh","title":"6月12日起，老虎国际暂停中国境内新开仓、加仓交易","url":"https://stock-news.laohu8.com/highlight/detail?id=2640391722","media":"格隆汇","summary":"推动跨境证券业务规范发展","content":"<html><body><p><span>6月2日，老虎国际发布通知称，为落实2年集中整治期的行业监管要求，推动跨境证券业务规范发展，老虎国际将对存量投资者账户在中国境内的服务进行相应调整。</span></p><p><span>自北京时间2026年6月12日起，针对在境内交易服务，暂停股票等所有品种的新开仓、加仓交易，仅支持卖出、平仓操作；针对在境内资金划转服务，暂停资金转入，转出功能保持正常，全力保障客户资金安全。</span></p><p><span>老虎表示，本次调整不会影响为存量投资者在境外提供服务，也不影响全体客户现有资产安全，客户可正常查询账户、持有及卖出已有持仓。</span></p><p><span>同日，老虎国际公布的一季度财报显示，公司收入1.55亿美元，同比增长26.3%；经营利润为4755万美元，同比增长17.5%，经营利润率保持稳健，达34.8%。</span><span></span></p><p>一季度归属于公司的净亏损和非GAAP净亏损分别约为2690万美元和2380万美元，而去年同期净利润分别为3040万美元和3600万美元，主要是由于计入约4.11亿元(约合5970万美元)监管罚款。</p><p>鉴于公司整体盈利能力和现金流状况，该项一次性支出不会对公司业务运营或长期发展造成重大不利影响。第一季度，老虎国际新增入金客户2.9万名，带动总入金客户数同比增长11.3%至128.3万。公司业务活跃度持续提升，期内总交易额同比增长49%至3239亿美元；净入金延续强劲增长势头，达29亿美元，推动客户总资产同比增长28.4%至589亿美元。</p></body></html>","source":"gelonghui_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>6月12日起，老虎国际暂停中国境内新开仓、加仓交易</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n6月12日起，老虎国际暂停中国境内新开仓、加仓交易\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-02 19:28 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/5029248><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月2日，老虎国际发布通知称，为落实2年集中整治期的行业监管要求，推动跨境证券业务规范发展，老虎国际将对存量投资者账户在中国境内的服务进行相应调整。自北京时间2026年6月12日起，针对在境内交易服务，暂停股票等所有品种的新开仓、加仓交易，仅支持卖出、平仓操作；针对在境内资金划转服务，暂停资金转入，转出功能保持正常，全力保障客户资金安全。老虎表示，本次调整不会影响为存量投资者在境外提供服务，也不...</p>\n\n<a href=\"https://www.gelonghui.com/p/5029248\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img3.gelonghui.com/bae8f-da845cc9-53f9-4316-8f8d-8a7e63a28e62.jpg?guru_height=718&guru_width=1280&guru_size=121648","relate_stocks":{"TIGR":"老虎证券","BK4587":"ChatGPT概念","BK4526":"热门中概股","BK4563":"昨日强势股","BK4127":"投资银行业与经纪业","NQGM":"纳斯达克全球综合指数"},"source_url":"https://www.gelonghui.com/p/5029248","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2640391722","content_text":"6月2日，老虎国际发布通知称，为落实2年集中整治期的行业监管要求，推动跨境证券业务规范发展，老虎国际将对存量投资者账户在中国境内的服务进行相应调整。自北京时间2026年6月12日起，针对在境内交易服务，暂停股票等所有品种的新开仓、加仓交易，仅支持卖出、平仓操作；针对在境内资金划转服务，暂停资金转入，转出功能保持正常，全力保障客户资金安全。老虎表示，本次调整不会影响为存量投资者在境外提供服务，也不影响全体客户现有资产安全，客户可正常查询账户、持有及卖出已有持仓。同日，老虎国际公布的一季度财报显示，公司收入1.55亿美元，同比增长26.3%；经营利润为4755万美元，同比增长17.5%，经营利润率保持稳健，达34.8%。一季度归属于公司的净亏损和非GAAP净亏损分别约为2690万美元和2380万美元，而去年同期净利润分别为3040万美元和3600万美元，主要是由于计入约4.11亿元(约合5970万美元)监管罚款。鉴于公司整体盈利能力和现金流状况，该项一次性支出不会对公司业务运营或长期发展造成重大不利影响。第一季度，老虎国际新增入金客户2.9万名，带动总入金客户数同比增长11.3%至128.3万。公司业务活跃度持续提升，期内总交易额同比增长49%至3239亿美元；净入金延续强劲增长势头，达29亿美元，推动客户总资产同比增长28.4%至589亿美元。","news_type":1,"symbols_score_info":{"TIGR":1.97,"NQGM":0.6}},"isVote":1,"tweetType":1,"viewCount":524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566606142976768,"gmtCreate":1779365888297,"gmtModify":1779365890659,"author":{"id":"3496288086457552","authorId":"3496288086457552","name":"咸鱼突刺","avatar":"https://static.tigerbbs.com/eb25a5997004b2649a3345ce279051a9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3496288086457552","authorIdStr":"3496288086457552"},"themes":[],"title":"","htmlText":"太激进了","listText":"太激进了","text":"太激进了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566606142976768","repostId":"2637814933","repostType":2,"repost":{"id":"2637814933","kind":"highlight","pubTimestamp":1779356667,"share":"https://www.laohunote.com/m/news/2637814933?lang=zh_CN&edition=full","pubTime":"2026-05-21 17:44","market":"us","language":"zh","title":"英特尔CEO陈立武铁腕新规：若芯片两次流片未能量产，员工将被炒鱿鱼","url":"https://stock-news.laohu8.com/highlight/detail?id=2637814933","media":"IT之家","summary":"据外媒Tom's Hardware当地时间20日报道，英特尔CEO陈立武正大幅调整英特尔内部的芯片开发文化，而其中最核心的要求之一，就是芯片首次流片后的A0版本必须具备直接量产能力。此前的消息称，陈立武会亲自审核芯片设计并批准流片。陈立武随后进一步解释称，最初很多员工认为这些要求只是玩笑，但随着制度真正开始执行，英特尔内部已经意识到管理标准正在发生变化。","content":"<html><body><div>\n<p>据外媒Tom's Hardware当地时间20日报道，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>CEO陈立武正大幅调整英特尔内部的芯片开发文化，而其中最核心的要求之一，就是芯片首次流片后的A0版本必须具备直接量产能力。</p><p>此前的消息称，陈立武会亲自审核<span>芯片设计</span>并批准流片。近期逐渐曝光的更多内部要求显示，陈立武不仅要求设计团队减少缺陷，还希望芯片在A0阶段就达到接近正式量产的成熟度，而不是像过去那样不断依赖后续版本修复问题。</p><p>陈立武日前在<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>全球科技、媒体与通信大会上表示：“我现在正在建立一种新文化。A0版本必须能够直接进入量产。英特尔过去并没有这种文化，所以我现在要求A0一次通过。做到B0版本还能保住工作，再往后，你就要被解雇了。”</p><p>陈立武随后进一步解释称，最初很多员工认为这些要求只是玩笑，但随着制度真正开始执行，英特尔内部已经意识到管理标准正在发生变化。当前，英特尔会在流片前严格检查所有设计、缺陷修复情况以及使用的IP模块，确保验证完成后才允许正式流片。</p><p>IT之家<span>注：</span>A0是芯片首次流片后的第一个硬件版本。A0一次成功，就意味着芯片首次制造后就能正常启动、功能正常、满足主要规格要求，而且无需重大修改，接近正式量产品质。</p><p>但对于采用先进工艺的大型<span>CPU</span>来说，这其实是极具挑战性的目标。相比之下，一些结构相对简单、具备更多冗余设计的处理器，更容易实现首次流片成功。</p><p>英特尔过去通常需要经历多轮步进版本迭代，才能解决缺陷、优化性能并提升良率。例如，英特尔Xeon Sapphire Rapids<span>服务器</span>处理器曾被曝存在约500个缺陷。为了修复问题并达到预期性能与良率目标，英特尔先后推出了A0、A1、B0、C0、C1、C2、D0、E0、E2、E3、E4和E5等多个步进版本。</p>\n<div>\n<p>美股频道更多独家策划、专家专栏，免费查阅&gt;&gt;</p>\n<div>\r\n            责任编辑：山上\r\n          </div>\n</div>\n</div></body></html>","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CEO陈立武铁腕新规：若芯片两次流片未能量产，员工将被炒鱿鱼</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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href=https://usstock.jrj.com.cn/2026/05/21174457164611.shtml><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据外媒Tom's Hardware当地时间20日报道，英特尔CEO陈立武正大幅调整英特尔内部的芯片开发文化，而其中最核心的要求之一，就是芯片首次流片后的A0版本必须具备直接量产能力。此前的消息称，陈立武会亲自审核芯片设计并批准流片。近期逐渐曝光的更多内部要求显示，陈立武不仅要求设计团队减少缺陷，还希望芯片在A0阶段就达到接近正式量产的成熟度，而不是像过去那样不断依赖后续版本修复问题。陈立武日前在...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2026/05/21174457164611.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4527":"明星科技股","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU0859254822.USD":"T ROWE PRICE GLOBAL VALUE EQUITY \"A\" (USD) ACC","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","BK4585":"ETF&股票定投概念","BK4543":"AI","LU2357627491.SGD":"TRP GLOBAL VALUE EQUITY \"AH\" (SGDHDG) ACC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","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","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4535":"淡马锡持仓","INTC":"英特尔","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","INTW":"2倍做多INTC ETF-GraniteShares","HK0000304805.HKD":"PICTET 战略收益基金 P类港元","BK4515":"5G概念","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","BK4612":"AI芯片","HK0000304797.USD":"PICTET 战略收益基金 P类 美元","BK4579":"人工智能","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","BK4605":"半导体精选","04335":"英特尔-T","LINT":"Direxion Daily INTC Bull 2X ETF","LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU2764262908.HKD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (HKD) ACC","BK4554":"元宇宙及AR概念","BK4512":"苹果概念"},"source_url":"https://usstock.jrj.com.cn/2026/05/21174457164611.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2637814933","content_text":"据外媒Tom's Hardware当地时间20日报道，英特尔CEO陈立武正大幅调整英特尔内部的芯片开发文化，而其中最核心的要求之一，就是芯片首次流片后的A0版本必须具备直接量产能力。此前的消息称，陈立武会亲自审核芯片设计并批准流片。近期逐渐曝光的更多内部要求显示，陈立武不仅要求设计团队减少缺陷，还希望芯片在A0阶段就达到接近正式量产的成熟度，而不是像过去那样不断依赖后续版本修复问题。陈立武日前在摩根大通全球科技、媒体与通信大会上表示：“我现在正在建立一种新文化。A0版本必须能够直接进入量产。英特尔过去并没有这种文化，所以我现在要求A0一次通过。做到B0版本还能保住工作，再往后，你就要被解雇了。”陈立武随后进一步解释称，最初很多员工认为这些要求只是玩笑，但随着制度真正开始执行，英特尔内部已经意识到管理标准正在发生变化。当前，英特尔会在流片前严格检查所有设计、缺陷修复情况以及使用的IP模块，确保验证完成后才允许正式流片。IT之家注：A0是芯片首次流片后的第一个硬件版本。A0一次成功，就意味着芯片首次制造后就能正常启动、功能正常、满足主要规格要求，而且无需重大修改，接近正式量产品质。但对于采用先进工艺的大型CPU来说，这其实是极具挑战性的目标。相比之下，一些结构相对简单、具备更多冗余设计的处理器，更容易实现首次流片成功。英特尔过去通常需要经历多轮步进版本迭代，才能解决缺陷、优化性能并提升良率。例如，英特尔Xeon Sapphire Rapids服务器处理器曾被曝存在约500个缺陷。为了修复问题并达到预期性能与良率目标，英特尔先后推出了A0、A1、B0、C0、C1、C2、D0、E0、E2、E3、E4和E5等多个步进版本。\n\n美股频道更多独家策划、专家专栏，免费查阅>>\n\n            责任编辑：山上","news_type":1,"symbols_score_info":{"INTW":0.6,"04335":1.97,"LINT":0.6,"INTC":1.97}},"isVote":1,"tweetType":1,"viewCount":611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563460855399856,"gmtCreate":1778598023333,"gmtModify":1778598025724,"author":{"id":"3496288086457552","authorId":"3496288086457552","name":"咸鱼突刺","avatar":"https://static.tigerbbs.com/eb25a5997004b2649a3345ce279051a9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3496288086457552","authorIdStr":"3496288086457552"},"themes":[],"title":"","htmlText":"我才追进来泡沫就破了？","listText":"我才追进来泡沫就破了？","text":"我才追进来泡沫就破了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563460855399856","repostId":"2634799210","repostType":4,"repost":{"id":"2634799210","kind":"live","pubTimestamp":1778596114,"share":"https://www.laohunote.com/m/news/2634799210?lang=zh_CN&edition=full","pubTime":"2026-05-12 22:28","market":"us","language":"zh","title":"半导体股回调，高通大跌超10%，韩国传利空，大空头发警告","url":"https://stock-news.laohu8.com/highlight/detail?id=2634799210","media":"格隆汇","summary":"美股半导体股普遍回调。","content":"<html><head></head><body><p>周二，美股半导体股普遍回调， <a href=\"https://laohu8.com/S/SOX\">费城半导体指数</a> 跌超4%， <a href=\"https://laohu8.com/S/SOXS\">三倍做空半导体ETF-Direxion Daily</a> 则涨超13%。个股方面， <a href=\"https://laohu8.com/S/QCOM\">高通</a> 大跌超10%， <a href=\"https://laohu8.com/S/INTC\">英特尔</a> 跌超8%， <a href=\"https://laohu8.com/S/ON\">安森美半导体</a> 跌超6%， <a href=\"https://laohu8.com/S/TSM\">台积电</a> 、 <a href=\"https://laohu8.com/S/ASML\">阿斯麦</a> 、AMD跌超3%， <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 由涨转跌。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba2bb2229f886f065d7c320f105c05b0\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d2b1c33e4c57857097994fda81e4ab1\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>消息面上，韩国总统府政策首席秘书金龙范在社交媒体发文，建议韩国政府向AI利润征税，并将所得分配给全体公民作为股息。此番言论引发市场对芯片制造商可能面临额外税负的担忧。</p><p>此外，知名投资人，“大空头”Michael Burry警告称，当前市场情形类似于互联网泡沫破裂前的高点，芯片股近期大幅上涨，自3月底以来，费城半导体指数已涨近70%。按其测算，纳斯达克100指数目前市盈率约为43倍，远高于约30倍的“合理水平”，因为“华尔街对增长最快、估值最高公司的盈利高估了50%”。</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>半导体股回调，高通大跌超10%，韩国传利空，大空头发警告</title>\n<style 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href=\"https://www.gelonghui.com/rss/live/live.xml\">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/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"AMDD":"1倍做空AMD ETF-Direxion","QCMU":"2倍做多QCOM ETF-Direxion","MUD":"1倍做空MU ETF-Direxion","NVDU":"2倍做多NVDA ETF-Direxion","AMDG":"2倍做多AMD ETF- Leverage Shares","AMD":"美国超微公司","ANV":"GraniteShares Autocallable NVDA ETF","STSM":"Defiance Daily Target 2X Short TSM ETF","NVDW":"NVDA周配息ETF-Roundhill","AMDL":"2倍做多AMD ETF-GraniteShares","MULL":"2倍做多MU ETF-GraniteShares","NVDX":"2倍做多NVDA ETF-T-Rex","TSMG":"2倍做多TSM ETF- Leverage Shares","NVDY":"NVDA期权收益策略ETF-YieldMax","NVD":"2倍做空NVDA ETF-GraniteShares","MU":"美光科技","AMUU":"2倍做多AMD ETF-Direxion","INTC":"英特尔","AMDU":"Defiance Leveraged Long + Income AMD ETF","NVDB":"ProShares Ultra NVDA ETF","NVYY":"GraniteShares YieldBOOST NVDA ETF","TSMU":"2倍做多TSM ETF-GraniteShares","NVII":"Rex NVDA Growth & Income ETF","DAMD":"2倍做空AMD 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阿斯麦 、AMD跌超3%， 英伟达 由涨转跌。消息面上，韩国总统府政策首席秘书金龙范在社交媒体发文，建议韩国政府向AI利润征税，并将所得分配给全体公民作为股息。此番言论引发市场对芯片制造商可能面临额外税负的担忧。此外，知名投资人，“大空头”Michael 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21:17","market":"us","language":"zh","title":"芝商所将联合Silicon Data推出人工智能算力期货市场","url":"https://stock-news.laohu8.com/highlight/detail?id=1147679877","media":"老虎资讯综合","summary":"目前正在等待监管部门的审查。","content":"<html><head></head><body><p>芝商所（CME）和GPU市场情报及基准数据行业领导者Silicon Data今日宣布，将于今年晚些时候推出算力期货市场，目前正在等待监管部门的审查。</p><p>新的期货合约将使交易员、金融机构、AI开发者以及云服务提供商能够对数万亿美元规模的算力市场中的波动性和价格风险进行对冲与管理。这些产品将基于Silicon Data的指数构建，该指数是全球首个针对按需租用GPU费率的每日基准指标。</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>芝商所将联合Silicon Data推出人工智能算力期货市场</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芝商所将联合Silicon Data推出人工智能算力期货市场\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\">2026-05-12 21:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>芝商所（CME）和GPU市场情报及基准数据行业领导者Silicon Data今日宣布，将于今年晚些时候推出算力期货市场，目前正在等待监管部门的审查。</p><p>新的期货合约将使交易员、金融机构、AI开发者以及云服务提供商能够对数万亿美元规模的算力市场中的波动性和价格风险进行对冲与管理。这些产品将基于Silicon Data的指数构建，该指数是全球首个针对按需租用GPU费率的每日基准指标。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/ddfa4f74de6f4a9f63c3467b338f665f","relate_stocks":{"GOOP":"KURV YIELD PREMIUM STRATEGY GOOGLE (GOOGL) ETF","NVDQ":"2倍做空NVDA ETF-T-Rex","NVDS":"1.5倍做空NVDA ETF-Tradr","GOOX":"2倍做多GOOG ETF-T-REX","NVDU":"2倍做多NVDA ETF-Direxion","CWII":"REX CRWV Growth & Income ETF","GOOG":"谷歌","NVDW":"NVDA周配息ETF-Roundhill","CRWG":"2倍做多CRWV ETF-Leverage Shares","NVDX":"2倍做多NVDA ETF-T-Rex","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVDY":"NVDA期权收益策略ETF-YieldMax","NVD":"2倍做空NVDA ETF-GraniteShares","DIPS":"做空NVDA期权收益策略ETF-YieldMax","CRWU":"2倍做多CRWV ETF-T-Rex","CWVX":"2倍做多CRWV ETF-Tradr","NVYY":"GraniteShares YieldBOOST NVDA ETF","NVDB":"ProShares Ultra NVDA ETF","NVII":"Rex NVDA Growth & Income ETF","NVDD":"1倍做空NVDA ETF-Direxion","NVDA":"英伟达","NVDG":"2倍做多NVDA ETF- Leverage Shares","ANV":"GraniteShares Autocallable NVDA ETF","CORD":"T-REX 2X INVERSE CRWV DAILY TARGET ETF","NVDL":"2倍做多NVDA ETF-GraniteShares","CRWV":"CoreWeave, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147679877","content_text":"芝商所（CME）和GPU市场情报及基准数据行业领导者Silicon Data今日宣布，将于今年晚些时候推出算力期货市场，目前正在等待监管部门的审查。新的期货合约将使交易员、金融机构、AI开发者以及云服务提供商能够对数万亿美元规模的算力市场中的波动性和价格风险进行对冲与管理。这些产品将基于Silicon Data的指数构建，该指数是全球首个针对按需租用GPU费率的每日基准指标。","news_type":1,"symbols_score_info":{"NVYY":0.6,"NVDA":2,"GOOX":0.6,"CRWV":2,"NVDX":0.6,"NVDW":0.6,"CWII":0.6,"NVDU":0.6,"GOOP":0.6,"NVDY":0.6,"CRWU":0.6,"NVD":0.6,"NVDS":0.6,"NVDO":0.6,"DIPS":0.6,"NVDQ":0.6,"NVDD":0.6,"NVII":0.6,"GOOG":2,"NVDL":0.6,"ANV":0.6,"NVDG":0.6,"CRWG":0.6,"CORD":0.6,"NVDB":0.6,"CWVX":0.6}},"isVote":1,"tweetType":1,"viewCount":682,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563136479256872,"gmtCreate":1778513040485,"gmtModify":1778513043078,"author":{"id":"3496288086457552","authorId":"3496288086457552","name":"咸鱼突刺","avatar":"https://static.tigerbbs.com/eb25a5997004b2649a3345ce279051a9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3496288086457552","authorIdStr":"3496288086457552"},"themes":[],"title":"","htmlText":"intel也是时来运转了，巨头上杆子来合作","listText":"intel也是时来运转了，巨头上杆子来合作","text":"intel也是时来运转了，巨头上杆子来合作","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563136479256872","repostId":"2634131282","repostType":2,"repost":{"id":"2634131282","kind":"news","pubTimestamp":1778507637,"share":"https://www.laohunote.com/m/news/2634131282?lang=zh_CN&edition=full","pubTime":"2026-05-11 21:53","market":"hk","language":"zh","title":"先进封装瓶颈松动？传SK海力士将联手英特尔EMIB技术获青睐","url":"https://stock-news.laohu8.com/highlight/detail?id=2634131282","media":"智通财经","summary":"据报道，韩国存储芯片巨头SK海力士正在与$英特尔 $合作开展2.5D封装技术的研究与开发。报道称，SK海力士正在考虑采用英特尔研发的2.5D封装技术“嵌入式多芯片互连桥”。该公司目前正在进行测试，以将HBM和系统半导体与英特尔提供的EMIB嵌入式基板结合使用。在此背景下，英特尔的EMIB技术正逐渐受到行业关注。苹果订单若落地，将成为英特尔代工业务迄今最具分量的外部客户背书。而英特尔的先进封装技术，正好契合这个方向。","content":"<html><head></head><body><p>据报道，韩国存储芯片巨头SK海力士正在与<a href=\"https://laohu8.com/S/INTC\">英特尔</a>合作开展2.5D封装技术的研究与开发。报道称，SK海力士正在考虑采用英特尔研发的2.5D封装技术“嵌入式多芯片互连桥(EMIB)”。该公司目前正在进行测试，以将HBM和系统半导体与英特尔提供的EMIB嵌入式基板结合使用。目前，该公司正在寻找适用于实际量产的材料和组件。受此消息提振，截至发稿，英特尔周一美股盘初涨近4%。</p><p>在先进封装领域，<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.US)的CoWoS长期占据主导地位。SK海力士也与其保持着密切的合作关系，并在HBM和2.5D封装方面开展联合研发。然而，随着AI军备竞赛愈演愈烈，封装产能瓶颈自2022年底以来一直未能缓解，并已成为制约AI芯片供应链的核心痛点之一。尽管各大厂商纷纷扩产并推进新技术，供应紧张局面依旧持续。</p><p>在此背景下，英特尔的EMIB技术正逐渐受到行业关注。面对AI芯片对异构集成和带宽的极致需求，英特尔的EMIB封装技术通过嵌入式硅桥实现了高带宽、低成本的Chiplet互联，避开了大面积硅中介层的成本制约，自2017年量产以来已广泛应用于服务器、网络和HPC领域。</p><p>这一技术路线与台积电的CoWoS在功能定位上高度重叠，为寻求替代方案的厂商提供了可行选项。据此前报道，英特尔正就其先进封装服务与至少两家大型客户展开持续磋商，其中<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>(GOOGL.US)和<a href=\"https://laohu8.com/S/META\">Meta</a>(META.US)有望成为未来设计的潜在采用者，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)据传也在接洽合作之列。若上述订单落地，将为英特尔代工业务带来大量外部收入。</p><p>尽管合作前景受到关注，EMIB技术能否大规模商业化，封装良率仍是核心不确定因素。知名科技分析师郭明𫓹对此发出警示称，英特尔公布的EMIB-T 90%良率属于验证数据，并不代表实际量产良率水平。郭明𫓹指出，量产良率将在<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>决定是否将EMIB用于下一代TPU AI芯片的过程中扮演决定性角色。这一判断同样适用于SK海力士的评估进程——若量产良率无法达到经济可行的水平，EMIB的大规模应用将面临实质性障碍。因此，对于英特尔而言，如何将验证阶段的良率优势转化为稳定的量产能力，将直接决定其能否在AI封装供应链中实现突破。</p><h2 id=\"id_3055778591\">CPU重回“C位”+代工业务拿下大客户 英特尔走上复苏之路</h2><p>值得一提的是，英特尔是今年以来表现亮眼的美股之一，该股股价今年迄今已累计上涨近240%，并在上周五盘中涨至130.57美元的历史新高。</p><p>英特尔得以扭转此前多年的颓势，主要原因在于其在新管理层的带领下完成错过移动计算时代的“救赎”，如今正在努力搭上人工智能(AI)这趟“列车”。</p><p>受益于AI基础设施的大规模建设浪潮，英特尔在上月底公布的财报显示，一季度营收同比增长7%至136亿美元，大幅高于分析师平均预期的124亿美元。Non-GAAP净利润为15亿美元，同比增长156%;调整后每股收益为0.29美元，同比增长123%，同样大幅高于分析师平均预期的0.01美元;毛利率为41.0%，上年同期为39.2%。</p><p>与此同时，英特尔预计，二季度营收为138亿至148亿美元，预测区间中值143亿美元大幅高于分析师平均预期的130亿美元;预计二季度调整后每股收益为0.20美元，同样大幅高于分析师平均预期的0.09美元。这一乐观展望表明，英特尔首席执行官陈立武正在推动一项充满挑战的复兴计划取得进展。</p><p>在去年引入大规模投资、强化公司资产负债表之后，陈立武如今正兑现改善运营的承诺。陈立武表示，英特尔交出了一份“稳健的成绩单”，表现超出预期。他预计用于AI系统的处理器需求将继续扩大，并称公司正“高度聚焦”提升工厂产量，目前仍无法满足所有订单。陈立武表示：“需求非常巨大。我们正非常努力确保交付、满足需求，但仍存在缺口，因为客户需求持续增长。”</p><p>陈立武表示，与他去年出任CEO时相比，如今的英特尔已经是一家“从根本上不同的公司”。他表示：“一年前，关于英特尔的讨论还在于我们能否生存下来。而今天，讨论的是我们能够多快扩大制造能力、提升供应规模，以满足对我们产品的巨大需求。”</p><p>为支撑AI大规模基础设施建设而对数据中心芯片的需求，正在提振英特尔旗舰Xeon服务器处理器的销量。这类通用型半导体——中央处理器(CPU)——正重新成为企业关注的重点，因为它们有助于将AI软件转化为可带来收入的服务。</p><p>过去两年，AI产业链的叙事几乎被GPU垄断了，而CPU在AI服务器里的存在感则很弱。其原因在于，在训练时代，最核心的瓶颈是并行计算能力，GPU负责吞掉最重的<a href=\"https://laohu8.com/S/301365\">矩阵</a>运算，CPU更多承担通用控制和基础调度工作。</p><p>然而，随着AI智能体和强化学习(RL)工作负载的爆发式增长，CPU在数据中心的战略地位正经历结构性重估。智能体的本质，不是把问题答得更长，而是把一次请求拆成一整套工作流。模型不再只是生成一个答案，而是在执行一段流程。一旦AI从“算一次”变成“跑流程”，系统对CPU的依赖就会显著上升。原因在于，很多关键负载并不适合GPU承担。比如任务编排、线程调度、进程管理、沙箱执行、前后处理、缓存协调、状态维护，这些都是典型的CPU工作。尤其是在多智能体协同场景下，多个智能体并发运行、互相调用工具、共享状态，对CPU的核心数、线程数、单核性能和内存管理能力都提出了更高要求。</p><p>此外，曾长期深陷困境并遭受投资者质疑的英特尔代工业务也终于吸引到一批长期求之不得的大客户。上周有报道称，英特尔与<a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL.US)在谈判持续逾一年后于近期达成初步协议，将为苹果设备生产部分芯片。苹果订单若落地，将成为英特尔代工业务迄今最具分量的外部客户背书。</p><p>英特尔的另一重要外部客户承诺来自埃隆·马斯克。马斯克在上月表示，该公司计划在其Terafab芯片项目中使用英特尔更先进的14A制造工艺来生产芯片。这使得<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>成为英特尔14A技术的第一个主要客户。</p><h2 id=\"id_3635672255\">先进封装有望成英特尔最现实突破口</h2><p>上述这些大客户的获取对英特尔而言是一项重大突破——该公司正致力于业务转型，以吸引外部客户使用其芯片制造技术。</p><p>有分析人士指出，在英特尔的代工业务体系中，虽然18A-P(18A的增强版本)是英特尔重新敲开顶级客户大门的工艺名片，但是先进封装可能才是英特尔代工业务更现实、更快看到商业回报的突破口。</p><p>当下，AI芯片正在从独立芯片裸片竞争变成Chiplet、HBM、2.5D/3D封装、系统级集成的竞争。对于<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、谷歌、亚马逊、<a href=\"https://laohu8.com/S/AMD\">AMD</a>乃至未来更多自研AI ASIC的云厂商而言，先进制程依然重要，但真正卡住AI芯片出货节奏的，已经变成了先进封装和HBM。</p><p>研究机构Epoch AI在2026年的分析中指出，2025年AI芯片几乎吸收了全部可用的CoWoS与HBM供应，而逻辑晶圆制造反而不是最紧的约束;前沿AI芯片通常需要先进逻辑芯片裸片、HBM，以及将二者集成到同一封装中的CoWoS类先进封装能力。而英特尔的先进封装技术，正好契合这个方向。</p><p>需要强调的是，英特尔在先进封装上的积累并不弱。按照英特尔官方介绍，其先进封装路线覆盖EMIB、Foveros、Foveros Direct等多个技术平台，目标是在2030年实现单封装内集成1万亿个晶体管。</p><p>具体来看，EMIB 本质上是一种嵌入式多芯片互连桥方案，可以在不使用传统大尺寸硅中介层的情况下，实现多个芯片裸片之间的高密度互连;Foveros则进一步走向3D堆叠，把逻辑、I/O、缓存或其他功能芯粒进行垂直集成;Foveros Direct采用混合键合技术，可进一步提升互连密度和能效。</p><p>对英特尔而言，如果只谈18A、14A，很容易被市场拿来和台积电做比较，但如果把EMIB、Foveros、Foveros Direct与未来的18A-P、18A-PT、14A组合起来看，它就更有胜算和底气。</p><p>因此，从商业化角度看，先进封装也可能比先进制程更快给英特尔带来外部客户认可。先进制程的客户导入周期长，牵涉PDK、IP、EDA、良率、成本和长期产能承诺，尤其像苹果、<a href=\"https://laohu8.com/S/QCOM\">高通</a>、英伟达这样的客户，不可能轻易把核心旗舰芯片从台积电迁出。但先进封装的切入方式更灵活。客户可以先把部分Chiplet、部分AI ASIC、部分高端封装项目交给英特尔验证，不一定一开始就全面切换晶圆制造。因此，先进制程决定英特尔能否重新站上牌桌，而先进封装可能决定它能否先拿到筹码。</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>先进封装瓶颈松动？传SK海力士将联手英特尔EMIB技术获青睐</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n先进封装瓶颈松动？传SK海力士将联手英特尔EMIB技术获青睐\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-11 21:53 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1440398.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据报道，韩国存储芯片巨头SK海力士正在与英特尔合作开展2.5D封装技术的研究与开发。报道称，SK海力士正在考虑采用英特尔研发的2.5D封装技术“嵌入式多芯片互连桥(EMIB)”。该公司目前正在进行测试，以将HBM和系统半导体与英特尔提供的EMIB嵌入式基板结合使用。目前，该公司正在寻找适用于实际量产的材料和组件。受此消息提振，截至发稿，英特尔周一美股盘初涨近4%。在先进封装领域，台积电(TSM....</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1440398.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/e58fcd4a67c330616cf11ed02c0ac7c5","relate_stocks":{"BK4602":"量子计算概念","BK4575":"芯片概念","BK4529":"IDC概念","BK4535":"淡马锡持仓","07709":"南方两倍做多海力士","BK4515":"5G概念","BK4550":"红杉资本持仓","BK4612":"AI芯片","LU0097036916.USD":"贝莱德美国增长A2 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ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1440398.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2634131282","content_text":"据报道，韩国存储芯片巨头SK海力士正在与英特尔合作开展2.5D封装技术的研究与开发。报道称，SK海力士正在考虑采用英特尔研发的2.5D封装技术“嵌入式多芯片互连桥(EMIB)”。该公司目前正在进行测试，以将HBM和系统半导体与英特尔提供的EMIB嵌入式基板结合使用。目前，该公司正在寻找适用于实际量产的材料和组件。受此消息提振，截至发稿，英特尔周一美股盘初涨近4%。在先进封装领域，台积电(TSM.US)的CoWoS长期占据主导地位。SK海力士也与其保持着密切的合作关系，并在HBM和2.5D封装方面开展联合研发。然而，随着AI军备竞赛愈演愈烈，封装产能瓶颈自2022年底以来一直未能缓解，并已成为制约AI芯片供应链的核心痛点之一。尽管各大厂商纷纷扩产并推进新技术，供应紧张局面依旧持续。在此背景下，英特尔的EMIB技术正逐渐受到行业关注。面对AI芯片对异构集成和带宽的极致需求，英特尔的EMIB封装技术通过嵌入式硅桥实现了高带宽、低成本的Chiplet互联，避开了大面积硅中介层的成本制约，自2017年量产以来已广泛应用于服务器、网络和HPC领域。这一技术路线与台积电的CoWoS在功能定位上高度重叠，为寻求替代方案的厂商提供了可行选项。据此前报道，英特尔正就其先进封装服务与至少两家大型客户展开持续磋商，其中谷歌(GOOGL.US)和Meta(META.US)有望成为未来设计的潜在采用者，亚马逊(AMZN.US)据传也在接洽合作之列。若上述订单落地，将为英特尔代工业务带来大量外部收入。尽管合作前景受到关注，EMIB技术能否大规模商业化，封装良率仍是核心不确定因素。知名科技分析师郭明𫓹对此发出警示称，英特尔公布的EMIB-T 90%良率属于验证数据，并不代表实际量产良率水平。郭明𫓹指出，量产良率将在谷歌决定是否将EMIB用于下一代TPU AI芯片的过程中扮演决定性角色。这一判断同样适用于SK海力士的评估进程——若量产良率无法达到经济可行的水平，EMIB的大规模应用将面临实质性障碍。因此，对于英特尔而言，如何将验证阶段的良率优势转化为稳定的量产能力，将直接决定其能否在AI封装供应链中实现突破。CPU重回“C位”+代工业务拿下大客户 英特尔走上复苏之路值得一提的是，英特尔是今年以来表现亮眼的美股之一，该股股价今年迄今已累计上涨近240%，并在上周五盘中涨至130.57美元的历史新高。英特尔得以扭转此前多年的颓势，主要原因在于其在新管理层的带领下完成错过移动计算时代的“救赎”，如今正在努力搭上人工智能(AI)这趟“列车”。受益于AI基础设施的大规模建设浪潮，英特尔在上月底公布的财报显示，一季度营收同比增长7%至136亿美元，大幅高于分析师平均预期的124亿美元。Non-GAAP净利润为15亿美元，同比增长156%;调整后每股收益为0.29美元，同比增长123%，同样大幅高于分析师平均预期的0.01美元;毛利率为41.0%，上年同期为39.2%。与此同时，英特尔预计，二季度营收为138亿至148亿美元，预测区间中值143亿美元大幅高于分析师平均预期的130亿美元;预计二季度调整后每股收益为0.20美元，同样大幅高于分析师平均预期的0.09美元。这一乐观展望表明，英特尔首席执行官陈立武正在推动一项充满挑战的复兴计划取得进展。在去年引入大规模投资、强化公司资产负债表之后，陈立武如今正兑现改善运营的承诺。陈立武表示，英特尔交出了一份“稳健的成绩单”，表现超出预期。他预计用于AI系统的处理器需求将继续扩大，并称公司正“高度聚焦”提升工厂产量，目前仍无法满足所有订单。陈立武表示：“需求非常巨大。我们正非常努力确保交付、满足需求，但仍存在缺口，因为客户需求持续增长。”陈立武表示，与他去年出任CEO时相比，如今的英特尔已经是一家“从根本上不同的公司”。他表示：“一年前，关于英特尔的讨论还在于我们能否生存下来。而今天，讨论的是我们能够多快扩大制造能力、提升供应规模，以满足对我们产品的巨大需求。”为支撑AI大规模基础设施建设而对数据中心芯片的需求，正在提振英特尔旗舰Xeon服务器处理器的销量。这类通用型半导体——中央处理器(CPU)——正重新成为企业关注的重点，因为它们有助于将AI软件转化为可带来收入的服务。过去两年，AI产业链的叙事几乎被GPU垄断了，而CPU在AI服务器里的存在感则很弱。其原因在于，在训练时代，最核心的瓶颈是并行计算能力，GPU负责吞掉最重的矩阵运算，CPU更多承担通用控制和基础调度工作。然而，随着AI智能体和强化学习(RL)工作负载的爆发式增长，CPU在数据中心的战略地位正经历结构性重估。智能体的本质，不是把问题答得更长，而是把一次请求拆成一整套工作流。模型不再只是生成一个答案，而是在执行一段流程。一旦AI从“算一次”变成“跑流程”，系统对CPU的依赖就会显著上升。原因在于，很多关键负载并不适合GPU承担。比如任务编排、线程调度、进程管理、沙箱执行、前后处理、缓存协调、状态维护，这些都是典型的CPU工作。尤其是在多智能体协同场景下，多个智能体并发运行、互相调用工具、共享状态，对CPU的核心数、线程数、单核性能和内存管理能力都提出了更高要求。此外，曾长期深陷困境并遭受投资者质疑的英特尔代工业务也终于吸引到一批长期求之不得的大客户。上周有报道称，英特尔与苹果(AAPL.US)在谈判持续逾一年后于近期达成初步协议，将为苹果设备生产部分芯片。苹果订单若落地，将成为英特尔代工业务迄今最具分量的外部客户背书。英特尔的另一重要外部客户承诺来自埃隆·马斯克。马斯克在上月表示，该公司计划在其Terafab芯片项目中使用英特尔更先进的14A制造工艺来生产芯片。这使得特斯拉成为英特尔14A技术的第一个主要客户。先进封装有望成英特尔最现实突破口上述这些大客户的获取对英特尔而言是一项重大突破——该公司正致力于业务转型，以吸引外部客户使用其芯片制造技术。有分析人士指出，在英特尔的代工业务体系中，虽然18A-P(18A的增强版本)是英特尔重新敲开顶级客户大门的工艺名片，但是先进封装可能才是英特尔代工业务更现实、更快看到商业回报的突破口。当下，AI芯片正在从独立芯片裸片竞争变成Chiplet、HBM、2.5D/3D封装、系统级集成的竞争。对于英伟达、谷歌、亚马逊、AMD乃至未来更多自研AI ASIC的云厂商而言，先进制程依然重要，但真正卡住AI芯片出货节奏的，已经变成了先进封装和HBM。研究机构Epoch AI在2026年的分析中指出，2025年AI芯片几乎吸收了全部可用的CoWoS与HBM供应，而逻辑晶圆制造反而不是最紧的约束;前沿AI芯片通常需要先进逻辑芯片裸片、HBM，以及将二者集成到同一封装中的CoWoS类先进封装能力。而英特尔的先进封装技术，正好契合这个方向。需要强调的是，英特尔在先进封装上的积累并不弱。按照英特尔官方介绍，其先进封装路线覆盖EMIB、Foveros、Foveros Direct等多个技术平台，目标是在2030年实现单封装内集成1万亿个晶体管。具体来看，EMIB 本质上是一种嵌入式多芯片互连桥方案，可以在不使用传统大尺寸硅中介层的情况下，实现多个芯片裸片之间的高密度互连;Foveros则进一步走向3D堆叠，把逻辑、I/O、缓存或其他功能芯粒进行垂直集成;Foveros Direct采用混合键合技术，可进一步提升互连密度和能效。对英特尔而言，如果只谈18A、14A，很容易被市场拿来和台积电做比较，但如果把EMIB、Foveros、Foveros Direct与未来的18A-P、18A-PT、14A组合起来看，它就更有胜算和底气。因此，从商业化角度看，先进封装也可能比先进制程更快给英特尔带来外部客户认可。先进制程的客户导入周期长，牵涉PDK、IP、EDA、良率、成本和长期产能承诺，尤其像苹果、高通、英伟达这样的客户，不可能轻易把核心旗舰芯片从台积电迁出。但先进封装的切入方式更灵活。客户可以先把部分Chiplet、部分AI 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这是奔着70去的吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561003618959440","isVote":1,"tweetType":1,"viewCount":1799,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558862730105768,"gmtCreate":1777472795684,"gmtModify":1777472798111,"author":{"id":"3496288086457552","authorId":"3496288086457552","name":"咸鱼突刺","avatar":"https://static.tigerbbs.com/eb25a5997004b2649a3345ce279051a9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3496288086457552","authorIdStr":"3496288086457552"},"themes":[],"title":"","htmlText":"曾经爱答不理，现在高攀不起","listText":"曾经爱答不理，现在高攀不起","text":"曾经爱答不理，现在高攀不起","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558862730105768","repostId":"1135345728","repostType":4,"repost":{"id":"1135345728","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":1777474800,"share":"https://www.laohunote.com/m/news/1135345728?lang=zh_CN&edition=full","pubTime":"2026-04-29 23:00","market":"us","language":"zh","title":"英特尔再刷历史新高，月内累涨逾110%！传芯片代工业务迎多线突破","url":"https://stock-news.laohu8.com/highlight/detail?id=1135345728","media":"老虎资讯综合","summary":"4月29日，$英特尔(INTC)$续涨逾3%，股价再刷历史新高，该股月内累涨近100%。","content":"<html><head></head><body><p>4月29日，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>盘中涨幅扩大至10%，股价再刷历史新高，该股月内累涨逾110%。消息面上，英特尔代工业务正迎来久违的多线突破。据报道，苹果正在评估采用英特尔18A-P制程生产M系列芯片，谷歌则在考量借助英特尔EMIB先进封装技术推进TPU v8e项目，与此同时，特斯拉已确认将采用英特尔下一代14A制程，用于其位于奥斯汀的Terafab AI综合体。有分析认为，全球AI芯片需求激增正推动客户寻求第二供应来源，这一趋势显著提升了英特尔代工的战略地位。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/21032fb72e1739119abf64ea50a8a737\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>此外，英特尔近日发布了远超市场预期的第一季度业绩及第二季度业绩指引，表明这家长期陷入困境的芯片制造商正受益于人工智能(AI)的大规模建设浪潮。财报显示，英特尔一季度营收同比增长7%至136亿美元，大幅高于分析师平均预期的124亿美元。Non-GAAP净利润为15亿美元，同比增长156%；调整后每股收益为0.29美元，同比增长123%，同样大幅高于分析师平均预期的0.01美元。毛利率为41.0%，上年同期为39.2%。</p><p style=\"text-align: justify;\">英特尔预计，二季度营收为138亿至148亿美元，预测区间中值143亿美元大幅高于分析师平均预期的130亿美元；预计二季度调整后每股收益为0.20美元，同样大幅高于分析师平均预期的0.09美元;预计二季度毛利率为39%。</p><p style=\"text-align: justify;\">英特尔首席执行官陈立武表示，英特尔交出了一份“稳健的成绩单”，表现超出预期。他预计用于AI系统的处理器需求将继续扩大，并称公司正“高度聚焦”提升工厂产量，目前仍无法满足所有订单。陈立武表示：“需求非常巨大。我们正非常努力确保交付、满足需求，但仍存在缺口，因为客户需求持续增长。”</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英特尔再刷历史新高，月内累涨逾110%！传芯片代工业务迎多线突破</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英特尔再刷历史新高，月内累涨逾110%！传芯片代工业务迎多线突破\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\">2026-04-29 23:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月29日，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>盘中涨幅扩大至10%，股价再刷历史新高，该股月内累涨逾110%。消息面上，英特尔代工业务正迎来久违的多线突破。据报道，苹果正在评估采用英特尔18A-P制程生产M系列芯片，谷歌则在考量借助英特尔EMIB先进封装技术推进TPU v8e项目，与此同时，特斯拉已确认将采用英特尔下一代14A制程，用于其位于奥斯汀的Terafab AI综合体。有分析认为，全球AI芯片需求激增正推动客户寻求第二供应来源，这一趋势显著提升了英特尔代工的战略地位。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/21032fb72e1739119abf64ea50a8a737\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>此外，英特尔近日发布了远超市场预期的第一季度业绩及第二季度业绩指引，表明这家长期陷入困境的芯片制造商正受益于人工智能(AI)的大规模建设浪潮。财报显示，英特尔一季度营收同比增长7%至136亿美元，大幅高于分析师平均预期的124亿美元。Non-GAAP净利润为15亿美元，同比增长156%；调整后每股收益为0.29美元，同比增长123%，同样大幅高于分析师平均预期的0.01美元。毛利率为41.0%，上年同期为39.2%。</p><p style=\"text-align: justify;\">英特尔预计，二季度营收为138亿至148亿美元，预测区间中值143亿美元大幅高于分析师平均预期的130亿美元；预计二季度调整后每股收益为0.20美元，同样大幅高于分析师平均预期的0.09美元;预计二季度毛利率为39%。</p><p style=\"text-align: justify;\">英特尔首席执行官陈立武表示，英特尔交出了一份“稳健的成绩单”，表现超出预期。他预计用于AI系统的处理器需求将继续扩大，并称公司正“高度聚焦”提升工厂产量，目前仍无法满足所有订单。陈立武表示：“需求非常巨大。我们正非常努力确保交付、满足需求，但仍存在缺口，因为客户需求持续增长。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4602":"量子计算概念","BK4529":"IDC概念","LINT":"Direxion Daily INTC Bull 2X ETF","BK4575":"芯片概念","INTW":"2倍做多INTC ETF-GraniteShares","BK4535":"淡马锡持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","INTC":"英特尔","BK4612":"AI芯片","BK4515":"5G概念","BK4585":"ETF&股票定投概念","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4579":"人工智能","BK4588":"碎股","BK4550":"红杉资本持仓","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","BK4605":"半导体精选","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","BK4534":"瑞士信贷持仓","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","BK4554":"元宇宙及AR概念","BK4527":"明星科技股","BK4543":"AI","BK4512":"苹果概念","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4141":"半导体产品","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135345728","content_text":"4月29日，英特尔盘中涨幅扩大至10%，股价再刷历史新高，该股月内累涨逾110%。消息面上，英特尔代工业务正迎来久违的多线突破。据报道，苹果正在评估采用英特尔18A-P制程生产M系列芯片，谷歌则在考量借助英特尔EMIB先进封装技术推进TPU v8e项目，与此同时，特斯拉已确认将采用英特尔下一代14A制程，用于其位于奥斯汀的Terafab AI综合体。有分析认为，全球AI芯片需求激增正推动客户寻求第二供应来源，这一趋势显著提升了英特尔代工的战略地位。此外，英特尔近日发布了远超市场预期的第一季度业绩及第二季度业绩指引，表明这家长期陷入困境的芯片制造商正受益于人工智能(AI)的大规模建设浪潮。财报显示，英特尔一季度营收同比增长7%至136亿美元，大幅高于分析师平均预期的124亿美元。Non-GAAP净利润为15亿美元，同比增长156%；调整后每股收益为0.29美元，同比增长123%，同样大幅高于分析师平均预期的0.01美元。毛利率为41.0%，上年同期为39.2%。英特尔预计，二季度营收为138亿至148亿美元，预测区间中值143亿美元大幅高于分析师平均预期的130亿美元；预计二季度调整后每股收益为0.20美元，同样大幅高于分析师平均预期的0.09美元;预计二季度毛利率为39%。英特尔首席执行官陈立武表示，英特尔交出了一份“稳健的成绩单”，表现超出预期。他预计用于AI系统的处理器需求将继续扩大，并称公司正“高度聚焦”提升工厂产量，目前仍无法满足所有订单。陈立武表示：“需求非常巨大。我们正非常努力确保交付、满足需求，但仍存在缺口，因为客户需求持续增长。”","news_type":1,"symbols_score_info":{"INTC":1.5,"LINT":0.6,"INTW":0.6}},"isVote":1,"tweetType":1,"viewCount":787,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558403176018376,"gmtCreate":1777360596451,"gmtModify":1777360598832,"author":{"id":"3496288086457552","authorId":"3496288086457552","name":"咸鱼突刺","avatar":"https://static.tigerbbs.com/eb25a5997004b2649a3345ce279051a9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3496288086457552","authorIdStr":"3496288086457552"},"themes":[],"title":"","htmlText":"哪怕你找谷歌呢，好歹做过手机","listText":"哪怕你找谷歌呢，好歹做过手机","text":"哪怕你找谷歌呢，好歹做过手机","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558403176018376","repostId":"1104742187","repostType":2,"repost":{"id":"1104742187","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":1777358166,"share":"https://www.laohunote.com/m/news/1104742187?lang=zh_CN&edition=full","pubTime":"2026-04-28 14:36","market":"us","language":"zh","title":"OpenAI正计划与高通合作推出智能手机，苹果或承压","url":"https://stock-news.laohu8.com/highlight/detail?id=1104742187","media":"老虎资讯综合","summary":"据科技供应链分析师郭明錤透露，ChatGPT开发商OpenAI正计划推出智能手机，目前正在与高通等公司合作开发手机处理器，预计2028年启动量产。OpenAI和高通均未立即回应。去年，OpenAI曾宣布以64亿美元收购苹果前首席设计官Jony Ive创立的一家初创公司，但至今尚未发布任何硬件产品。苹果此前也曾与OpenAI合作，但最终在为Siri数字助手提供AI升级时选择了谷歌。Barron's的母公司News Corp与OpenAI存在内容授权合作伙伴关系。","content":"<html><head></head><body><p>据科技供应链分析师郭明錤透露，ChatGPT开发商OpenAI正计划推出智能手机，目前正在与高通等公司合作开发手机处理器，预计2028年启动量产。</p><p style=\"text-align: start;\">这一消息对苹果构成潜在挑战，而对高通则可能是一大利好。周一早盘交易中，苹果股价下跌1.3%，夜盘下跌0.16%，而高通股价虽最终微跌0.2%，但盘初一度大涨10%，夜盘跌1.74%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e63d034cd5a29a9fe49ed7c9667debaa\" tg-width=\"537\" tg-height=\"171\"/></p><p style=\"text-align: start;\">天风国际证券分析师郭明錤在社交媒体上发文分析称：“智能手机硬件已经高度成熟，因此OpenAI可以与供应链合作开发设备。在商业模式方面，OpenAI可能会将订阅服务与硬件捆绑销售，并与开发者共同构建全新的AI代理生态系统。”</p><p style=\"text-align: start;\">OpenAI和高通均未立即回应。去年，OpenAI曾宣布以64亿美元收购苹果前首席设计官Jony Ive创立的一家初创公司，但至今尚未发布任何硬件产品。</p><p style=\"text-align: start;\">对于高通而言，获得另一个主要客户来与苹果在智能手机领域竞争，将是一个巨大的缓解。高通目前为iPhone提供调制解调器系统，但苹果正在自研基带芯片，未来可能推出更先进的系统。</p><p style=\"text-align: start;\">苹果此前也曾与OpenAI合作，但最终在为Siri数字助手提供AI升级时选择了谷歌。Barron&#39;s的母公司News Corp与OpenAI存在内容授权合作伙伴关系。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>OpenAI正计划与高通合作推出智能手机，苹果或承压</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\">\nOpenAI正计划与高通合作推出智能手机，苹果或承压\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\">2026-04-28 14:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据科技供应链分析师郭明錤透露，ChatGPT开发商OpenAI正计划推出智能手机，目前正在与高通等公司合作开发手机处理器，预计2028年启动量产。</p><p style=\"text-align: start;\">这一消息对苹果构成潜在挑战，而对高通则可能是一大利好。周一早盘交易中，苹果股价下跌1.3%，夜盘下跌0.16%，而高通股价虽最终微跌0.2%，但盘初一度大涨10%，夜盘跌1.74%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e63d034cd5a29a9fe49ed7c9667debaa\" tg-width=\"537\" tg-height=\"171\"/></p><p style=\"text-align: start;\">天风国际证券分析师郭明錤在社交媒体上发文分析称：“智能手机硬件已经高度成熟，因此OpenAI可以与供应链合作开发设备。在商业模式方面，OpenAI可能会将订阅服务与硬件捆绑销售，并与开发者共同构建全新的AI代理生态系统。”</p><p style=\"text-align: start;\">OpenAI和高通均未立即回应。去年，OpenAI曾宣布以64亿美元收购苹果前首席设计官Jony Ive创立的一家初创公司，但至今尚未发布任何硬件产品。</p><p style=\"text-align: start;\">对于高通而言，获得另一个主要客户来与苹果在智能手机领域竞争，将是一个巨大的缓解。高通目前为iPhone提供调制解调器系统，但苹果正在自研基带芯片，未来可能推出更先进的系统。</p><p style=\"text-align: start;\">苹果此前也曾与OpenAI合作，但最终在为Siri数字助手提供AI升级时选择了谷歌。Barron&#39;s的母公司News Corp与OpenAI存在内容授权合作伙伴关系。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c8bf4565bc4c9ea6e0ff587a10365663","relate_stocks":{"AAPL":"苹果","AAPU":"2倍做多AAPL ETF-Direxion","AAPW":"AAPL周配息ETF-Roundhill","QCMU":"2倍做多QCOM ETF-Direxion","AAPB":"2倍做多AAPL ETF-GraniteShares","QCMD":"1倍做空QCOM ETF-Direxion","AAPX":"2倍做多Apple ETF-T-Rex","QCOM":"高通","AAPD":"1倍做空AAPL ETF-Direxion","AAPY":"AAPL收益溢价策略ETF-Kurv","QCML":"2倍做多QCOM ETF-GraniteShares","APLY":"AAPL期权收益策略ETF-YieldMax"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104742187","content_text":"据科技供应链分析师郭明錤透露，ChatGPT开发商OpenAI正计划推出智能手机，目前正在与高通等公司合作开发手机处理器，预计2028年启动量产。这一消息对苹果构成潜在挑战，而对高通则可能是一大利好。周一早盘交易中，苹果股价下跌1.3%，夜盘下跌0.16%，而高通股价虽最终微跌0.2%，但盘初一度大涨10%，夜盘跌1.74%。天风国际证券分析师郭明錤在社交媒体上发文分析称：“智能手机硬件已经高度成熟，因此OpenAI可以与供应链合作开发设备。在商业模式方面，OpenAI可能会将订阅服务与硬件捆绑销售，并与开发者共同构建全新的AI代理生态系统。”OpenAI和高通均未立即回应。去年，OpenAI曾宣布以64亿美元收购苹果前首席设计官Jony Ive创立的一家初创公司，但至今尚未发布任何硬件产品。对于高通而言，获得另一个主要客户来与苹果在智能手机领域竞争，将是一个巨大的缓解。高通目前为iPhone提供调制解调器系统，但苹果正在自研基带芯片，未来可能推出更先进的系统。苹果此前也曾与OpenAI合作，但最终在为Siri数字助手提供AI升级时选择了谷歌。Barron's的母公司News Corp与OpenAI存在内容授权合作伙伴关系。","news_type":1,"symbols_score_info":{"QCMD":0.6,"AAPX":0.6,"AAPW":0.6,"AAPL":2,"APLY":0.6,"QCML":0.6,"QCMU":0.6,"QCOM":2,"AAPB":0.6,"AAPD":0.6,"AAPY":0.6,"AAPU":0.6}},"isVote":1,"tweetType":1,"viewCount":1568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548322067210520,"gmtCreate":1774891267124,"gmtModify":1774891279079,"author":{"id":"3496288086457552","authorId":"3496288086457552","name":"咸鱼突刺","avatar":"https://static.tigerbbs.com/eb25a5997004b2649a3345ce279051a9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3496288086457552","authorIdStr":"3496288086457552"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>","text":"$英特尔(INTC)$","images":[{"img":"https://static.tigerbbs.com/423e156989d2c90f21d324bd9c29f0d2","width":"320","height":"521"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/548322067210520","isVote":1,"tweetType":1,"viewCount":1350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":545812417577272,"gmtCreate":1774264339857,"gmtModify":1774264342210,"author":{"id":"3496288086457552","authorId":"3496288086457552","name":"咸鱼突刺","avatar":"https://static.tigerbbs.com/eb25a5997004b2649a3345ce279051a9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3496288086457552","authorIdStr":"3496288086457552"},"themes":[],"title":"","htmlText":"整个世界都被川普玩弄于股掌","listText":"整个世界都被川普玩弄于股掌","text":"整个世界都被川普玩弄于股掌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/545812417577272","repostId":"1192440900","repostType":4,"repost":{"id":"1192440900","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":1774264070,"share":"https://www.laohunote.com/m/news/1192440900?lang=zh_CN&edition=full","pubTime":"2026-03-23 19:07","market":"us","language":"zh","title":"特朗普表示对伊朗打击被推迟！美股三大股指期货拉升，国际油价直线下挫","url":"https://stock-news.laohu8.com/highlight/detail?id=1192440900","media":"老虎资讯综合","summary":"3月23日，美股三大股指期货突然拉升，国际油价直线下挫！特朗普：美国和伊朗在过去两天进行了非常良好和富有成效的对话，讨论了在中东完全和彻底解决我们之间敌对关系的事宜。我已指示美国国防部，在当前会谈和磋商取得成功的前提下，将针对伊朗发电厂和能源基础设施的任何军事打击推迟五天。","content":"<html><head></head><body><p>3月23日，美股三大股指期货突然拉升，国际油价直线下挫！美国总统特朗普在社交媒体发文表示：“我很高兴地报告，美国与伊朗在过去两天里，就彻底解决我们在中东地区的敌对行动进行了非常良好且富有成效的对话。基于这些深入、详细且建设性对话的基调和氛围（对话将在本周持续进行），我已指示国防部将针对伊朗发电厂及能源基础设施的所有军事打击推迟五天，具体视正在进行的会议和讨论能否取得成功而定。感谢各位对此事的关注！”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ed86103f1354127091621ab795b755e\" title=\"\" tg-width=\"414\" tg-height=\"330\"/></p><p>据伊朗媒体Fars News：消息人士称，伊朗与美国之间既没有直接接触，也没有通过中间人进行沟通。消息人士称，在获悉伊朗将打击西亚地区所有发电厂后，特朗普已选择退缩。</p><p>据伊朗塔斯尼姆通讯社：一名伊朗高级安全官员表示，特朗普的相关言论为心理战。迄今未进行过任何谈判，目前也不存在任何谈判。我们将继续做出回应并捍卫国家。霍尔木兹海峡不会通过心理战恢复到战前状态。</p><p>有分析师指出，虽然双方之间可能存在过某种联系的可能性，但关键在于，所有事情都需要放在更恰当的背景下来审视。人们都清楚，特朗普喜欢对事情进行夸大其词的描述，不过任何事情都有两面性，这无疑又将是那种需要谨慎对待的情况之一。所以，在解读这些最新的新闻报道时要格外小心。归根结底，真正重要的是实际情况。在霍尔木兹海峡的封锁真正解除之前，一切都不会有改变。</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>特朗普表示对伊朗打击被推迟！美股三大股指期货拉升，国际油价直线下挫</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特朗普表示对伊朗打击被推迟！美股三大股指期货拉升，国际油价直线下挫\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\">2026-03-23 19:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月23日，美股三大股指期货突然拉升，国际油价直线下挫！美国总统特朗普在社交媒体发文表示：“我很高兴地报告，美国与伊朗在过去两天里，就彻底解决我们在中东地区的敌对行动进行了非常良好且富有成效的对话。基于这些深入、详细且建设性对话的基调和氛围（对话将在本周持续进行），我已指示国防部将针对伊朗发电厂及能源基础设施的所有军事打击推迟五天，具体视正在进行的会议和讨论能否取得成功而定。感谢各位对此事的关注！”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ed86103f1354127091621ab795b755e\" title=\"\" tg-width=\"414\" tg-height=\"330\"/></p><p>据伊朗媒体Fars News：消息人士称，伊朗与美国之间既没有直接接触，也没有通过中间人进行沟通。消息人士称，在获悉伊朗将打击西亚地区所有发电厂后，特朗普已选择退缩。</p><p>据伊朗塔斯尼姆通讯社：一名伊朗高级安全官员表示，特朗普的相关言论为心理战。迄今未进行过任何谈判，目前也不存在任何谈判。我们将继续做出回应并捍卫国家。霍尔木兹海峡不会通过心理战恢复到战前状态。</p><p>有分析师指出，虽然双方之间可能存在过某种联系的可能性，但关键在于，所有事情都需要放在更恰当的背景下来审视。人们都清楚，特朗普喜欢对事情进行夸大其词的描述，不过任何事情都有两面性，这无疑又将是那种需要谨慎对待的情况之一。所以，在解读这些最新的新闻报道时要格外小心。归根结底，真正重要的是实际情况。在霍尔木兹海峡的封锁真正解除之前，一切都不会有改变。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192440900","content_text":"3月23日，美股三大股指期货突然拉升，国际油价直线下挫！美国总统特朗普在社交媒体发文表示：“我很高兴地报告，美国与伊朗在过去两天里，就彻底解决我们在中东地区的敌对行动进行了非常良好且富有成效的对话。基于这些深入、详细且建设性对话的基调和氛围（对话将在本周持续进行），我已指示国防部将针对伊朗发电厂及能源基础设施的所有军事打击推迟五天，具体视正在进行的会议和讨论能否取得成功而定。感谢各位对此事的关注！”据伊朗媒体Fars News：消息人士称，伊朗与美国之间既没有直接接触，也没有通过中间人进行沟通。消息人士称，在获悉伊朗将打击西亚地区所有发电厂后，特朗普已选择退缩。据伊朗塔斯尼姆通讯社：一名伊朗高级安全官员表示，特朗普的相关言论为心理战。迄今未进行过任何谈判，目前也不存在任何谈判。我们将继续做出回应并捍卫国家。霍尔木兹海峡不会通过心理战恢复到战前状态。有分析师指出，虽然双方之间可能存在过某种联系的可能性，但关键在于，所有事情都需要放在更恰当的背景下来审视。人们都清楚，特朗普喜欢对事情进行夸大其词的描述，不过任何事情都有两面性，这无疑又将是那种需要谨慎对待的情况之一。所以，在解读这些最新的新闻报道时要格外小心。归根结底，真正重要的是实际情况。在霍尔木兹海峡的封锁真正解除之前，一切都不会有改变。","news_type":1,"symbols_score_info":{"YMmain":2,"BZmain":2,"NQmain":2,"ESmain":2,"MNQ2603":2,"CLmain":2,"MNQmain":2,"MNQ2612":2}},"isVote":1,"tweetType":1,"viewCount":1058,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":541204924171040,"gmtCreate":1773155604828,"gmtModify":1773155607113,"author":{"id":"3496288086457552","authorId":"3496288086457552","name":"咸鱼突刺","avatar":"https://static.tigerbbs.com/eb25a5997004b2649a3345ce279051a9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3496288086457552","authorIdStr":"3496288086457552"},"themes":[],"title":"","htmlText":"所以AI应该是一个长期的发展趋势，而不是一时的泡沫","listText":"所以AI应该是一个长期的发展趋势，而不是一时的泡沫","text":"所以AI应该是一个长期的发展趋势，而不是一时的泡沫","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/541204924171040","repostId":"1139318062","repostType":4,"repost":{"id":"1139318062","kind":"news","pubTimestamp":1773155060,"share":"https://www.laohunote.com/m/news/1139318062?lang=zh_CN&edition=full","pubTime":"2026-03-10 23:04","market":"us","language":"zh","title":"英伟达CEO黄仁勋发表最新署名文章：AI 的“五层蛋糕”","url":"https://stock-news.laohu8.com/highlight/detail?id=1139318062","media":"英伟达官网","summary":"AI 是塑造当今世界的强大力量之一。AI 依托真实的硬件、能源和经济体系运行。AI 打破了这种模式。AI 即基础设施从工业角度审视 AI，其架构可分解为五层。芯片层的进展决定了 AI 的扩展速度以及智能的可适用性。自动驾驶汽车是 AI 机器应用的具体表现。人形机器人则是 AI 具身应用的具体表现。与此同时，AI 正在提高整个知识经济领域的生产力。题中要义当你将 AI 视为必不可少的基础设施时，其影响便显而易见。AI 正在成为现代世界的基础设施。","content":"<html><head></head><body><p>AI 是塑造当今世界的强大力量之一。它并非仅仅是一款巧妙的应用程序，也不是单一的模型，而是如同电力和互联网一样必不可少的基础设施。会议内容和体验将涵盖代理式 AI、AI 工厂、面向科学的 AI、CUDA、高性能推理、开放模型、物理 AI、量子计算等诸多领域。</p><p style=\"text-align: justify;\">AI 依托真实的硬件、能源和经济体系运行。它可以将原材料大规模地转化为智能。每家公司都将应用 AI， 每个国家或地区都将发展 AI。</p><p style=\"text-align: justify;\">要理解 AI 为何以这种方式发展，我们需要从基本原理进行推理，并了解计算领域发生了哪些根本性变化。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fe401c1f00ab3456a6cdf457c1dc71b\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"488\"/></p><h2 id=\"id_2998002530\" style=\"text-align: justify;\">从预制软件到实时智能</h2><p style=\"text-align: justify;\">在计算技术发展的历史中，软件通常都是预先制作好的。人类描述一种算法，计算机执行此操作。数据必须经过精心设计，存储在表格中，并通过精确查询进行检索。SQL 变得不可或缺，因为过去的世界因此得以运转。</p><p style=\"text-align: justify;\">AI 打破了这种模式。</p><p style=\"text-align: justify;\">我们首次拥有了一台能够理解非结构化信息的计算机。它能够识别图像、阅读文本、聆听声音并理解其含义。它可以根据上下文和意图进行推理。最重要的是，它能够实时生成智能。</p><p style=\"text-align: justify;\">每个回应都是全新创建的。每个答案都取决于你提供的上下文。这并非软件检索存储的指令，而是软件根据需求进行推理并生成智能。</p><p style=\"text-align: justify;\">由于智能是实时生成的，因此其背后的整个计算架构都必须重新设计。</p><h2 id=\"id_3660396765\" style=\"text-align: justify;\">AI 即基础设施</h2><p style=\"text-align: justify;\">从工业角度审视 AI，其架构可分解为五层。</p><h2 id=\"id_1341798990\" style=\"text-align: justify;\">能源</h2><p style=\"text-align: justify;\">最底层是能源。实时生成的智能需要实时产生的电力支持。每一个生成的 token，都是电子流动、热量管理以及能量转化为计算的结果。在这一层面之下，没有抽象层。能源是 AI 基础设施的首要原则，也是制约系统能产生多少智能的瓶颈因素。</p><h2 id=\"id_376055559\" style=\"text-align: justify;\">芯片</h2><p style=\"text-align: justify;\">能源层之上是芯片。这些处理器旨在大规模地将能源高效转化为计算能力。AI 工作负载需要巨大的并行处理能力、高带宽内存和快速互连。芯片层的进展决定了 AI 的扩展速度以及智能的可适用性。</p><h2 id=\"id_534687372\" style=\"text-align: justify;\">基础设施</h2><p style=\"text-align: justify;\">芯片之上是基础设施层。这包括土地、供电、冷却系统、建筑工程、网络通信，以及将成千上万处理器编排到一台机器的系统。这些系统就是 AI 工厂。它们的设计目的并非存储信息，而是制造智能。</p><h2 id=\"id_3010887028\" style=\"text-align: justify;\">模型</h2><p style=\"text-align: justify;\">基础设施层之上是模型层。AI 模型能够理解多种类型的信息：语言、生物学、化学、物理学、金融学、医学以及物理世界本身。语言模型只是其中一个类别。一些最具变革性的工作正发生在蛋白质 AI、化学 AI、物理模拟、机器人技术和自主系统等领域。</p><h2 id=\"id_511608165\" style=\"text-align: justify;\">应用</h2><p style=\"text-align: justify;\">最上层是应用层，经济价值在此产生，比如药物研发平台、工业机器人、法律助手、自动驾驶汽车等。自动驾驶汽车是 AI 机器应用的具体表现。人形机器人则是 AI 具身应用的具体表现。同样的架构，能带来不同的成果。</p><p style=\"text-align: justify;\"><strong>这就是五层蛋糕架构：</strong></p><p style=\"text-align: justify;\"><strong>能源 → 芯片 → 基础设施 → 模型 → 应用。</strong></p><p style=\"text-align: justify;\">每一个成功的应用都会拉动其下的每一层，直至维持其运行的动力设备。</p><p style=\"text-align: justify;\">我们才刚刚开始这一建设进程，目前已投入数千亿美元，但仍需建设价值数万亿美元的基础设施。</p><p style=\"text-align: justify;\">放眼全球，我们看到芯片工厂、计算机组装厂和 AI 工厂正在以前所未有的规模建设。这正在成为人类历史上规模最大的基础设施建设。</p><p style=\"text-align: justify;\">支撑这一建设进程所需的人力非常庞大。AI 工厂需要电工、管道工、管件工、钢铁工人、网络技术人员、安装人员和操作员等。这些都是技术性强、待遇优厚的工作岗位，且目前供不应求。参与这场变革无需拥有计算机科学博士学位。</p><p style=\"text-align: justify;\">与此同时，AI 正在提高整个知识经济领域的生产力。以放射学为例，AI 已经能够辅助解读扫描影像，但对放射科医生的需求仍在持续增长。这并非矛盾现象。</p><p style=\"text-align: justify;\">放射科医生的职责就是照顾患者，而解读扫描影像只是其工作中的一个环节。当 AI 承担更多的常规工作时，放射科医生可以专注于判断、沟通和护理。医院的工作效率将越来越高，将能够为更多的患者提供服务，也会雇佣更多员工。</p><p style=\"text-align: justify;\">生产力提升创造产能，产能扩大推动增长。</p><h2 id=\"id_2910824960\" style=\"text-align: justify;\">过去一年的变化？</h2><p style=\"text-align: justify;\">在过去的一年里，AI 跨越了一个重要的门槛。模型性能显著提升，可以大规模投入使用。推理能力增强，幻觉现象减少，落地应用能力大幅提升。基于 AI 构建的应用首次开始创造真实的经济价值。</p><p style=\"text-align: justify;\">药物研发、物流、客户服务、软件开发和制造领域的应用已经展现出强大的产品市场契合度。这些应用会对其下方的每一层架构都产生强劲的拉动效应。</p><p style=\"text-align: justify;\">开源模型在这方面发挥着关键作用。全球大多数模型都是免费开放的。研究人员、初创公司、企业甚至国家都依靠开放模型来参与先进的 AI。当开放模型达到前沿水平时，它们改变的不仅仅是软件领域，而是激活了整个技术栈的需求。</p><p style=\"text-align: justify;\">DeepSeek-R1 就是一个很好的例子。通过广泛开放强大的推理模型，它加速了应用层的普及，并带动了底层对训练、基础设施、芯片和能源的需求增长。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba13c49bfc1d160316f049e2f205ec79\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"512\"/></p><h2 id=\"id_3376366002\" style=\"text-align: justify;\">题中要义</h2><p style=\"text-align: justify;\">当你将 AI 视为必不可少的基础设施时，其影响便显而易见。</p><p style=\"text-align: justify;\">AI 始于 Transformer 大语言模型。但其意义远不止于此。这是一场工业变革，重塑着能源的生产与消耗方式、工厂的建造模式、工作的组织形式以及经济的增长路径。</p><p style=\"text-align: justify;\">如今，AI 工厂正在兴建，因为智能已实现实时生成。芯片正在被重新设计，因为效率决定了智能的扩展速度。能源成为核心要素，因为它从根本上决定了智能的生产规模上限。应用加速发展，因为底层模型已跨越门槛，得以大规模投入使用。</p><p style=\"text-align: justify;\">每一层都相互强化。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/356ed840adf707ebd510799165eb55ac\" alt=\"\" title=\"\" tg-width=\"912\" tg-height=\"607\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cf43e855369304ee76bd3b0d99cc9d11\" alt=\"\" title=\"\" tg-width=\"912\" tg-height=\"607\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d95f3c98c49ff1ca37b71c1996103872\" alt=\"\" title=\"\" tg-width=\"912\" tg-height=\"607\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ebe4dafb2cadddfbe3780f3740c7ed37\" alt=\"\" title=\"\" tg-width=\"912\" tg-height=\"607\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/acff1b2415fba82d0f4a2ab414241448\" alt=\"\" title=\"\" tg-width=\"912\" tg-height=\"607\"/></p><p style=\"text-align: justify;\">正因如此，AI 建设规模才如此庞大，它才能够同时触及众多行业，并不会局限于单一国家、地区或单一领域。每家公司都将使用 AI，每个国家都将发展 AI。</p><p style=\"text-align: justify;\">我们仍处于早期阶段。大部分基础设施尚未建成，大部分劳动力尚未接受培训，大部分机遇尚未得到发掘。</p><p style=\"text-align: justify;\">但方向已然明确。</p><p style=\"text-align: justify;\">AI 正在成为现代世界的基础设施。而我们此刻的选择、构建速度、参与广度以及如何负责任地部署它将决定这个时代走向何方。</p><p style=\"text-align: justify;\">NVIDIA GTC 将于 2026 年 3 月 16 - 19 日在美国加州圣何塞及线上同步举行，欢迎与我们一同探索下一代 AI 的无限可能。</p></body></html>","source":"lsy1760396584822","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>英伟达CEO黄仁勋发表最新署名文章：AI 的“五层蛋糕”</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; 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的“五层蛋糕”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-10 23:04 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/1jOBQuho3ZPJl2QZacy8Bw?chain_id=AnoaZv7A0hEjtp.1kr0coe&global_content=%7B%22promote_id%22%3A13766%2C%22sub_promote_id%22%3A29%2C%22f%22%3A%22news.futunn.com%2Fmain%2Flive%22%7D><strong>英伟达官网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AI 是塑造当今世界的强大力量之一。它并非仅仅是一款巧妙的应用程序，也不是单一的模型，而是如同电力和互联网一样必不可少的基础设施。会议内容和体验将涵盖代理式 AI、AI 工厂、面向科学的 AI、CUDA、高性能推理、开放模型、物理 AI、量子计算等诸多领域。AI 依托真实的硬件、能源和经济体系运行。它可以将原材料大规模地转化为智能。每家公司都将应用 AI， 每个国家或地区都将发展 AI。要理解 ...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/1jOBQuho3ZPJl2QZacy8Bw?chain_id=AnoaZv7A0hEjtp.1kr0coe&global_content=%7B%22promote_id%22%3A13766%2C%22sub_promote_id%22%3A29%2C%22f%22%3A%22news.futunn.com%2Fmain%2Flive%22%7D\">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/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDL":"2倍做多NVDA ETF-GraniteShares","NVDA":"英伟达"},"source_url":"https://mp.weixin.qq.com/s/1jOBQuho3ZPJl2QZacy8Bw?chain_id=AnoaZv7A0hEjtp.1kr0coe&global_content=%7B%22promote_id%22%3A13766%2C%22sub_promote_id%22%3A29%2C%22f%22%3A%22news.futunn.com%2Fmain%2Flive%22%7D","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139318062","content_text":"AI 是塑造当今世界的强大力量之一。它并非仅仅是一款巧妙的应用程序，也不是单一的模型，而是如同电力和互联网一样必不可少的基础设施。会议内容和体验将涵盖代理式 AI、AI 工厂、面向科学的 AI、CUDA、高性能推理、开放模型、物理 AI、量子计算等诸多领域。AI 依托真实的硬件、能源和经济体系运行。它可以将原材料大规模地转化为智能。每家公司都将应用 AI， 每个国家或地区都将发展 AI。要理解 AI 为何以这种方式发展，我们需要从基本原理进行推理，并了解计算领域发生了哪些根本性变化。从预制软件到实时智能在计算技术发展的历史中，软件通常都是预先制作好的。人类描述一种算法，计算机执行此操作。数据必须经过精心设计，存储在表格中，并通过精确查询进行检索。SQL 变得不可或缺，因为过去的世界因此得以运转。AI 打破了这种模式。我们首次拥有了一台能够理解非结构化信息的计算机。它能够识别图像、阅读文本、聆听声音并理解其含义。它可以根据上下文和意图进行推理。最重要的是，它能够实时生成智能。每个回应都是全新创建的。每个答案都取决于你提供的上下文。这并非软件检索存储的指令，而是软件根据需求进行推理并生成智能。由于智能是实时生成的，因此其背后的整个计算架构都必须重新设计。AI 即基础设施从工业角度审视 AI，其架构可分解为五层。能源最底层是能源。实时生成的智能需要实时产生的电力支持。每一个生成的 token，都是电子流动、热量管理以及能量转化为计算的结果。在这一层面之下，没有抽象层。能源是 AI 基础设施的首要原则，也是制约系统能产生多少智能的瓶颈因素。芯片能源层之上是芯片。这些处理器旨在大规模地将能源高效转化为计算能力。AI 工作负载需要巨大的并行处理能力、高带宽内存和快速互连。芯片层的进展决定了 AI 的扩展速度以及智能的可适用性。基础设施芯片之上是基础设施层。这包括土地、供电、冷却系统、建筑工程、网络通信，以及将成千上万处理器编排到一台机器的系统。这些系统就是 AI 工厂。它们的设计目的并非存储信息，而是制造智能。模型基础设施层之上是模型层。AI 模型能够理解多种类型的信息：语言、生物学、化学、物理学、金融学、医学以及物理世界本身。语言模型只是其中一个类别。一些最具变革性的工作正发生在蛋白质 AI、化学 AI、物理模拟、机器人技术和自主系统等领域。应用最上层是应用层，经济价值在此产生，比如药物研发平台、工业机器人、法律助手、自动驾驶汽车等。自动驾驶汽车是 AI 机器应用的具体表现。人形机器人则是 AI 具身应用的具体表现。同样的架构，能带来不同的成果。这就是五层蛋糕架构：能源 → 芯片 → 基础设施 → 模型 → 应用。每一个成功的应用都会拉动其下的每一层，直至维持其运行的动力设备。我们才刚刚开始这一建设进程，目前已投入数千亿美元，但仍需建设价值数万亿美元的基础设施。放眼全球，我们看到芯片工厂、计算机组装厂和 AI 工厂正在以前所未有的规模建设。这正在成为人类历史上规模最大的基础设施建设。支撑这一建设进程所需的人力非常庞大。AI 工厂需要电工、管道工、管件工、钢铁工人、网络技术人员、安装人员和操作员等。这些都是技术性强、待遇优厚的工作岗位，且目前供不应求。参与这场变革无需拥有计算机科学博士学位。与此同时，AI 正在提高整个知识经济领域的生产力。以放射学为例，AI 已经能够辅助解读扫描影像，但对放射科医生的需求仍在持续增长。这并非矛盾现象。放射科医生的职责就是照顾患者，而解读扫描影像只是其工作中的一个环节。当 AI 承担更多的常规工作时，放射科医生可以专注于判断、沟通和护理。医院的工作效率将越来越高，将能够为更多的患者提供服务，也会雇佣更多员工。生产力提升创造产能，产能扩大推动增长。过去一年的变化？在过去的一年里，AI 跨越了一个重要的门槛。模型性能显著提升，可以大规模投入使用。推理能力增强，幻觉现象减少，落地应用能力大幅提升。基于 AI 构建的应用首次开始创造真实的经济价值。药物研发、物流、客户服务、软件开发和制造领域的应用已经展现出强大的产品市场契合度。这些应用会对其下方的每一层架构都产生强劲的拉动效应。开源模型在这方面发挥着关键作用。全球大多数模型都是免费开放的。研究人员、初创公司、企业甚至国家都依靠开放模型来参与先进的 AI。当开放模型达到前沿水平时，它们改变的不仅仅是软件领域，而是激活了整个技术栈的需求。DeepSeek-R1 就是一个很好的例子。通过广泛开放强大的推理模型，它加速了应用层的普及，并带动了底层对训练、基础设施、芯片和能源的需求增长。题中要义当你将 AI 视为必不可少的基础设施时，其影响便显而易见。AI 始于 Transformer 大语言模型。但其意义远不止于此。这是一场工业变革，重塑着能源的生产与消耗方式、工厂的建造模式、工作的组织形式以及经济的增长路径。如今，AI 工厂正在兴建，因为智能已实现实时生成。芯片正在被重新设计，因为效率决定了智能的扩展速度。能源成为核心要素，因为它从根本上决定了智能的生产规模上限。应用加速发展，因为底层模型已跨越门槛，得以大规模投入使用。每一层都相互强化。正因如此，AI 建设规模才如此庞大，它才能够同时触及众多行业，并不会局限于单一国家、地区或单一领域。每家公司都将使用 AI，每个国家都将发展 AI。我们仍处于早期阶段。大部分基础设施尚未建成，大部分劳动力尚未接受培训，大部分机遇尚未得到发掘。但方向已然明确。AI 正在成为现代世界的基础设施。而我们此刻的选择、构建速度、参与广度以及如何负责任地部署它将决定这个时代走向何方。NVIDIA GTC 将于 2026 年 3 月 16 - 19 日在美国加州圣何塞及线上同步举行，欢迎与我们一同探索下一代 AI 的无限可能。","news_type":1,"symbols_score_info":{"NVDL":1.1,"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":1095,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":537709844690576,"gmtCreate":1772295906372,"gmtModify":1772295908904,"author":{"id":"3496288086457552","authorId":"3496288086457552","name":"咸鱼突刺","avatar":"https://static.tigerbbs.com/eb25a5997004b2649a3345ce279051a9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3496288086457552","authorIdStr":"3496288086457552"},"themes":[],"title":"","htmlText":"新的一年，我最想做的一件事是：能够做到纪律性的交易，实现期权收益可以到达2万刀左右","listText":"新的一年，我最想做的一件事是：能够做到纪律性的交易，实现期权收益可以到达2万刀左右","text":"新的一年，我最想做的一件事是：能够做到纪律性的交易，实现期权收益可以到达2万刀左右","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/537709844690576","isVote":1,"tweetType":1,"viewCount":967,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524566087816144,"gmtCreate":1769094495181,"gmtModify":1769095288802,"author":{"id":"3496288086457552","authorId":"3496288086457552","name":"咸鱼突刺","avatar":"https://static.tigerbbs.com/eb25a5997004b2649a3345ce279051a9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3496288086457552","authorIdStr":"3496288086457552"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 等财报后找机会再买入吧","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 等财报后找机会再买入吧","text":"$英特尔(INTC)$ 等财报后找机会再买入吧","images":[{"img":"https://static.tigerbbs.com/ea09c4ec501cd8faa781b9e52734749a","width":"696","height":"1122"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524566087816144","isVote":1,"tweetType":1,"viewCount":1818,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":524204461708528,"gmtCreate":1769006280881,"gmtModify":1769006283236,"author":{"id":"3496288086457552","authorId":"3496288086457552","name":"咸鱼突刺","avatar":"https://static.tigerbbs.com/eb25a5997004b2649a3345ce279051a9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3496288086457552","authorIdStr":"3496288086457552"},"themes":[],"title":"","htmlText":"臭打游戏的不配[流泪]&nbsp;&nbsp;","listText":"臭打游戏的不配[流泪]&nbsp;&nbsp;","text":"臭打游戏的不配[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524204461708528","repostId":"2605012054","repostType":2,"repost":{"id":"2605012054","kind":"news","pubTimestamp":1768968301,"share":"https://www.laohunote.com/m/news/2605012054?lang=zh_CN&edition=full","pubTime":"2026-01-21 12:05","market":"us","language":"zh","title":"涨价 20% 只是开始，切割PC 玩家，为了拿到华尔街的通关卡？","url":"https://stock-news.laohu8.com/highlight/detail?id=2605012054","media":"本位站","summary":"要是你最近打算组装一台电脑，或者买最新的AIPC，你可能会碰到一件奇怪的事情，新款CoreUltra处理器不光价格比刚上市时贵了15%到20%, 并且很多店铺还显示缺货预订。","content":"<html><body><article><p>要是你最近打算组装一台电脑，或者买最新的AIPC，你可能会碰到一件奇怪的事情，新款CoreUltra处理器不光价格比刚上市时贵了15%到20%, 并且很多店铺还显示缺货预订。</p><p>明明都说是PC复苏元年，可买个CPU咋就这么难</p><p>很多人第一反应就是“<a href=\"https://laohu8.com/S/INTC\">英特尔</a>是不是工艺又出问题”，实际上不是这么回事, 工厂的机器运转得挺快，</p><p>真正的缘由，是一个非常朴素但又特别无奈的商业逻辑，当面粉总量有限的时候，厨师就决定只烤贵的蛋糕, 不再蒸便宜点的馒头。</p><p>一、艰难的算术题</p><p>我们要弄明白英特尔这会儿所处什么情况</p><p>根据行业数据，英特尔当下成熟的芯片生产线（Intel7和Intel3工艺）正处于满负荷运转的情况, 产能都快接近物理极限了，这就意味着，每一片从流水线上生产出来的晶圆（Wafer），都是不可再增加的宝贵资源了。</p><p>这时, CFO（首席财务官）得做一道选择题，手里就只有这么一块晶圆，该怎么切割</p><p>选项A, 切割成消费级的CoreUltra芯片，卖给PC用户，可是这块市场竞争特别激烈，还要面对<a href=\"https://laohu8.com/S/AMD\">AMD</a>的价格战，利润空间被压得很窄了，</p><p>选项B，切割成企业级的Xeon6芯片，卖给云计算巨头, 这块市场不光单价能达到数千美元，而且客户为了让AI业务正常运行，对价格一点都不介意。</p><p>要是换成是你，为了让财报看起来好看些，为了让公司可以有现金流保持生存, 你会怎么选择</p><p>答案是很明显的</p><p>在2025年末的财报会议上，英特尔高层已经透露出了这样的转变, 产能得优先提供给高<span>毛利</span>产品。</p><p>所以，不是英特尔不想把产品卖给你, 而是在生存压力面前，PC业务就成了那个能够暂时舍弃的选项，</p><p>二、为什么AI忽然来争抢CPU</p><p>你可能会问, “AI不都是在争抢<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的显卡（GPU），和CPU有什么关系”</p><p>这其实是大众的一个认知误区</p><p>随着2026年“智能体（AIAgents）”技术的普及，AI的工作方式有了变化，以前的ChatGPT是你问一句，它答一句，而现在的AI智能体，要好像真实员工一样, 去操作浏览器、写代码、处理复杂的文档。</p><p>那些麻烦的调度工作，显卡做不了，全都要依靠CPU来承担</p><p>这就导致数据中心对高性能CPU的需求突然爆发，对于英特尔而言，这既是救命的地方，也是有压力的源头, 为了抓住这个利润丰厚的B端市场，它只能从C端市场调配产能，</p><p>三、左右为难，AMD的空门没踢进，反倒后院起火</p><p>看到这种情况，很多懂行的玩家通常会说,  “英特尔贵我就不买，我转投AMDYes不行吗”</p><p>放在以前的时候，这是标准答案，可是到了今年，这也成了一条绝路</p><p>以前，英特尔主动涨价还缺货，简直就好像把球放到AMD球门线上，是个踢空门的机会，可没想到的是,  AMD最近因为架构层面的全部隐患，自己把自己给绊倒了。</p><p>最近，因为新架构在高频负载下暴露出很严重的稳定性问题（和当年的电压门或者积热问题差不多）,  AMD不得不赶紧推送BIOS补丁来修补。</p><p>但这个救命药是有副作用的，得牺牲性能</p><p>不少用户发现，打完补丁后的处理器，多核性能明显下降了,  能效比的优势一下子没了，对于消费者来说，就陷入了一个非常尴尬的死循环</p><p>左边是英特尔，性能稳定，但是没货还太贵，买着心疼</p><p>右边是AMD,  价格还算是挺合适的，可是架构不太稳定、性能还被削减了，购买的时候心里特别不安，</p><p>结语</p><p>2026年刚开始，对于PC消费者来说就是一场堪称完美的风暴</p><p>一边是英特尔为了财务得保持下去，不得不把产能转移给有钱的企业客户，另一边是AMD在关键的时候技术出了问题，速度慢了下来,  结果市场上就没有了唯一的高性价比替代品。</p><p>这并不单单是简单的涨价，这是商业选择和技术瓶颈一起造成的硬件滞胀，对于普通用户来说,  当下或许不是装机最好的时候除非，你愿意为这场巨头们的游戏支付很贵的门票钱。</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>涨价 20% 只是开始，切割PC 玩家，为了拿到华尔街的通关卡？</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涨价 20% 只是开始，切割PC 玩家，为了拿到华尔街的通关卡？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-21 12:05 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260121131740953da79f&s=b><strong>本位站</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>要是你最近打算组装一台电脑，或者买最新的AIPC，你可能会碰到一件奇怪的事情，新款CoreUltra处理器不光价格比刚上市时贵了15%到20%, 并且很多店铺还显示缺货预订。明明都说是PC复苏元年，可买个CPU咋就这么难很多人第一反应就是“英特尔是不是工艺又出问题”，实际上不是这么回事, 工厂的机器运转得挺快，真正的缘由，是一个非常朴素但又特别无奈的商业逻辑，当面粉总量有限的时候，厨师就决定只烤贵...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260121131740953da79f&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":{"BK4605":"半导体精选","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4579":"人工智能","BK4554":"元宇宙及AR概念","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","BK4543":"AI","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","BK4512":"苹果概念","BK4527":"明星科技股","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","INTC":"英特尔","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4602":"量子计算概念","LU0097036916.USD":"贝莱德美国增长A2 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切割成消费级的CoreUltra芯片，卖给PC用户，可是这块市场竞争特别激烈，还要面对AMD的价格战，利润空间被压得很窄了，选项B，切割成企业级的Xeon6芯片，卖给云计算巨头, 这块市场不光单价能达到数千美元，而且客户为了让AI业务正常运行，对价格一点都不介意。要是换成是你，为了让财报看起来好看些，为了让公司可以有现金流保持生存, 你会怎么选择答案是很明显的在2025年末的财报会议上，英特尔高层已经透露出了这样的转变, 产能得优先提供给高毛利产品。所以，不是英特尔不想把产品卖给你, 而是在生存压力面前，PC业务就成了那个能够暂时舍弃的选项，二、为什么AI忽然来争抢CPU你可能会问, “AI不都是在争抢英伟达的显卡（GPU），和CPU有什么关系”这其实是大众的一个认知误区随着2026年“智能体（AIAgents）”技术的普及，AI的工作方式有了变化，以前的ChatGPT是你问一句，它答一句，而现在的AI智能体，要好像真实员工一样, 去操作浏览器、写代码、处理复杂的文档。那些麻烦的调度工作，显卡做不了，全都要依靠CPU来承担这就导致数据中心对高性能CPU的需求突然爆发，对于英特尔而言，这既是救命的地方，也是有压力的源头, 为了抓住这个利润丰厚的B端市场，它只能从C端市场调配产能，三、左右为难，AMD的空门没踢进，反倒后院起火看到这种情况，很多懂行的玩家通常会说,  “英特尔贵我就不买，我转投AMDYes不行吗”放在以前的时候，这是标准答案，可是到了今年，这也成了一条绝路以前，英特尔主动涨价还缺货，简直就好像把球放到AMD球门线上，是个踢空门的机会，可没想到的是,  AMD最近因为架构层面的全部隐患，自己把自己给绊倒了。最近，因为新架构在高频负载下暴露出很严重的稳定性问题（和当年的电压门或者积热问题差不多）,  AMD不得不赶紧推送BIOS补丁来修补。但这个救命药是有副作用的，得牺牲性能不少用户发现，打完补丁后的处理器，多核性能明显下降了,  能效比的优势一下子没了，对于消费者来说，就陷入了一个非常尴尬的死循环左边是英特尔，性能稳定，但是没货还太贵，买着心疼右边是AMD,  价格还算是挺合适的，可是架构不太稳定、性能还被削减了，购买的时候心里特别不安，结语2026年刚开始，对于PC消费者来说就是一场堪称完美的风暴一边是英特尔为了财务得保持下去，不得不把产能转移给有钱的企业客户，另一边是AMD在关键的时候技术出了问题，速度慢了下来,  结果市场上就没有了唯一的高性价比替代品。这并不单单是简单的涨价，这是商业选择和技术瓶颈一起造成的硬件滞胀，对于普通用户来说,  当下或许不是装机最好的时候除非，你愿意为这场巨头们的游戏支付很贵的门票钱。","news_type":1,"symbols_score_info":{"INTC":1.95,"04335":1.95}},"isVote":1,"tweetType":1,"viewCount":1390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":583282747745736,"gmtCreate":1783434524102,"gmtModify":1783434526378,"author":{"id":"3496288086457552","authorId":"3496288086457552","name":"咸鱼突刺","avatar":"https://static.tigerbbs.com/eb25a5997004b2649a3345ce279051a9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3496288086457552","authorIdStr":"3496288086457552"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 昨天利好都高开低走，今天怎么着都得跌10个点吧，不过我看好财报，这次应该是财报前的深蹲","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 昨天利好都高开低走，今天怎么着都得跌10个点吧，不过我看好财报，这次应该是财报前的深蹲","text":"$英特尔(INTC)$ 昨天利好都高开低走，今天怎么着都得跌10个点吧，不过我看好财报，这次应该是财报前的深蹲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/583282747745736","isVote":1,"tweetType":1,"viewCount":5562,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3585915303249081","authorId":"3585915303249081","name":"支书","avatar":"https://static.tigerbbs.com/f9a35973a1ec1d048f835d2673d1676e","crmLevel":2,"crmLevelSwitch":0,"idStr":"3585915303249081","authorIdStr":"3585915303249081"},"content":"兄弟你们怎么交易的，我们孙子被限制了。","text":"兄弟你们怎么交易的，我们孙子被限制了。","html":"兄弟你们怎么交易的，我们孙子被限制了。"},{"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐wh","avatar":"https://static.tigerbbs.com/c1c1849d88cebccaf76fac550f65c3dc","crmLevel":8,"crmLevelSwitch":1,"idStr":"3434867142275235","authorIdStr":"3434867142275235"},"content":"为啥交易不了？有啥新规定吗？","text":"为啥交易不了？有啥新规定吗？","html":"为啥交易不了？有啥新规定吗？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":505157913596336,"gmtCreate":1764348601891,"gmtModify":1764348604781,"author":{"id":"3496288086457552","authorId":"3496288086457552","name":"咸鱼突刺","avatar":"https://static.tigerbbs.com/eb25a5997004b2649a3345ce279051a9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3496288086457552","authorIdStr":"3496288086457552"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/INTC 20251128 38.0 CALL\">$INTC 20251128 38.0 CALL$</a> [捂脸]&nbsp; 没想到半天时间翻车了","listText":"<a href=\"https://laohu8.com/OPT/INTC 20251128 38.0 CALL\">$INTC 20251128 38.0 CALL$</a> [捂脸]&nbsp; 没想到半天时间翻车了","text":"$INTC 20251128 38.0 CALL$ [捂脸] 没想到半天时间翻车了","images":[{"img":"https://static.tigerbbs.com/a9979594100f38ce894eba7d8205fcf1","width":"828","height":"1378"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/505157913596336","isVote":1,"tweetType":1,"viewCount":9569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":545812417577272,"gmtCreate":1774264339857,"gmtModify":1774264342210,"author":{"id":"3496288086457552","authorId":"3496288086457552","name":"咸鱼突刺","avatar":"https://static.tigerbbs.com/eb25a5997004b2649a3345ce279051a9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3496288086457552","authorIdStr":"3496288086457552"},"themes":[],"title":"","htmlText":"整个世界都被川普玩弄于股掌","listText":"整个世界都被川普玩弄于股掌","text":"整个世界都被川普玩弄于股掌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/545812417577272","repostId":"1192440900","repostType":4,"repost":{"id":"1192440900","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":1774264070,"share":"https://www.laohunote.com/m/news/1192440900?lang=zh_CN&edition=full","pubTime":"2026-03-23 19:07","market":"us","language":"zh","title":"特朗普表示对伊朗打击被推迟！美股三大股指期货拉升，国际油价直线下挫","url":"https://stock-news.laohu8.com/highlight/detail?id=1192440900","media":"老虎资讯综合","summary":"3月23日，美股三大股指期货突然拉升，国际油价直线下挫！特朗普：美国和伊朗在过去两天进行了非常良好和富有成效的对话，讨论了在中东完全和彻底解决我们之间敌对关系的事宜。我已指示美国国防部，在当前会谈和磋商取得成功的前提下，将针对伊朗发电厂和能源基础设施的任何军事打击推迟五天。","content":"<html><head></head><body><p>3月23日，美股三大股指期货突然拉升，国际油价直线下挫！美国总统特朗普在社交媒体发文表示：“我很高兴地报告，美国与伊朗在过去两天里，就彻底解决我们在中东地区的敌对行动进行了非常良好且富有成效的对话。基于这些深入、详细且建设性对话的基调和氛围（对话将在本周持续进行），我已指示国防部将针对伊朗发电厂及能源基础设施的所有军事打击推迟五天，具体视正在进行的会议和讨论能否取得成功而定。感谢各位对此事的关注！”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ed86103f1354127091621ab795b755e\" title=\"\" tg-width=\"414\" tg-height=\"330\"/></p><p>据伊朗媒体Fars News：消息人士称，伊朗与美国之间既没有直接接触，也没有通过中间人进行沟通。消息人士称，在获悉伊朗将打击西亚地区所有发电厂后，特朗普已选择退缩。</p><p>据伊朗塔斯尼姆通讯社：一名伊朗高级安全官员表示，特朗普的相关言论为心理战。迄今未进行过任何谈判，目前也不存在任何谈判。我们将继续做出回应并捍卫国家。霍尔木兹海峡不会通过心理战恢复到战前状态。</p><p>有分析师指出，虽然双方之间可能存在过某种联系的可能性，但关键在于，所有事情都需要放在更恰当的背景下来审视。人们都清楚，特朗普喜欢对事情进行夸大其词的描述，不过任何事情都有两面性，这无疑又将是那种需要谨慎对待的情况之一。所以，在解读这些最新的新闻报道时要格外小心。归根结底，真正重要的是实际情况。在霍尔木兹海峡的封锁真正解除之前，一切都不会有改变。</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>特朗普表示对伊朗打击被推迟！美股三大股指期货拉升，国际油价直线下挫</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特朗普表示对伊朗打击被推迟！美股三大股指期货拉升，国际油价直线下挫\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\">2026-03-23 19:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月23日，美股三大股指期货突然拉升，国际油价直线下挫！美国总统特朗普在社交媒体发文表示：“我很高兴地报告，美国与伊朗在过去两天里，就彻底解决我们在中东地区的敌对行动进行了非常良好且富有成效的对话。基于这些深入、详细且建设性对话的基调和氛围（对话将在本周持续进行），我已指示国防部将针对伊朗发电厂及能源基础设施的所有军事打击推迟五天，具体视正在进行的会议和讨论能否取得成功而定。感谢各位对此事的关注！”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ed86103f1354127091621ab795b755e\" title=\"\" tg-width=\"414\" tg-height=\"330\"/></p><p>据伊朗媒体Fars News：消息人士称，伊朗与美国之间既没有直接接触，也没有通过中间人进行沟通。消息人士称，在获悉伊朗将打击西亚地区所有发电厂后，特朗普已选择退缩。</p><p>据伊朗塔斯尼姆通讯社：一名伊朗高级安全官员表示，特朗普的相关言论为心理战。迄今未进行过任何谈判，目前也不存在任何谈判。我们将继续做出回应并捍卫国家。霍尔木兹海峡不会通过心理战恢复到战前状态。</p><p>有分析师指出，虽然双方之间可能存在过某种联系的可能性，但关键在于，所有事情都需要放在更恰当的背景下来审视。人们都清楚，特朗普喜欢对事情进行夸大其词的描述，不过任何事情都有两面性，这无疑又将是那种需要谨慎对待的情况之一。所以，在解读这些最新的新闻报道时要格外小心。归根结底，真正重要的是实际情况。在霍尔木兹海峡的封锁真正解除之前，一切都不会有改变。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192440900","content_text":"3月23日，美股三大股指期货突然拉升，国际油价直线下挫！美国总统特朗普在社交媒体发文表示：“我很高兴地报告，美国与伊朗在过去两天里，就彻底解决我们在中东地区的敌对行动进行了非常良好且富有成效的对话。基于这些深入、详细且建设性对话的基调和氛围（对话将在本周持续进行），我已指示国防部将针对伊朗发电厂及能源基础设施的所有军事打击推迟五天，具体视正在进行的会议和讨论能否取得成功而定。感谢各位对此事的关注！”据伊朗媒体Fars News：消息人士称，伊朗与美国之间既没有直接接触，也没有通过中间人进行沟通。消息人士称，在获悉伊朗将打击西亚地区所有发电厂后，特朗普已选择退缩。据伊朗塔斯尼姆通讯社：一名伊朗高级安全官员表示，特朗普的相关言论为心理战。迄今未进行过任何谈判，目前也不存在任何谈判。我们将继续做出回应并捍卫国家。霍尔木兹海峡不会通过心理战恢复到战前状态。有分析师指出，虽然双方之间可能存在过某种联系的可能性，但关键在于，所有事情都需要放在更恰当的背景下来审视。人们都清楚，特朗普喜欢对事情进行夸大其词的描述，不过任何事情都有两面性，这无疑又将是那种需要谨慎对待的情况之一。所以，在解读这些最新的新闻报道时要格外小心。归根结底，真正重要的是实际情况。在霍尔木兹海峡的封锁真正解除之前，一切都不会有改变。","news_type":1,"symbols_score_info":{"YMmain":2,"BZmain":2,"NQmain":2,"ESmain":2,"MNQ2603":2,"CLmain":2,"MNQmain":2,"MNQ2612":2}},"isVote":1,"tweetType":1,"viewCount":1058,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":572997901091048,"gmtCreate":1780927317649,"gmtModify":1780928003833,"author":{"id":"3496288086457552","authorId":"3496288086457552","name":"咸鱼突刺","avatar":"https://static.tigerbbs.com/eb25a5997004b2649a3345ce279051a9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3496288086457552","authorIdStr":"3496288086457552"},"themes":[],"title":"","htmlText":"这新闻要是早两个月发，又是20%的涨幅","listText":"这新闻要是早两个月发，又是20%的涨幅","text":"这新闻要是早两个月发，又是20%的涨幅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/572997901091048","repostId":"1106947577","repostType":2,"repost":{"id":"1106947577","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":1780923847,"share":"https://www.laohunote.com/m/news/1106947577?lang=zh_CN&edition=full","pubTime":"2026-06-08 21:04","market":"us","language":"zh","title":"市场消息：谷歌和英伟达考虑将英特尔作为备用芯片制造商","url":"https://stock-news.laohu8.com/highlight/detail?id=1106947577","media":"老虎资讯综合","summary":"6月8日，英特尔盘前直线拉升，现涨超10%！谷歌和英伟达考虑将英特尔作为备用芯片制造商。","content":"<html><head></head><body><p style=\"text-align: left;\">6月8日，英特尔盘前直线拉升，现涨超10%！<span>据The Information报道，台积电的产能困境正成为英特尔的福音。随着这家芯片制造巨头竭力应对其芯片制造产能面临的巨大需求，包括谷歌和英伟达在内的多家主要人工智能芯片设计公司，正悄然将英特尔作为备选制造商。据悉，英伟达正在评估英特尔用于未来芯片的先进封装和18A工艺。此外，该报道还称，谷歌最近向英特尔下单，要求其在2028年生产超过300万个TPU。</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0bad0630026810572393e68000ffd9d7\" data-align=\"center\" tg-width=\"684\" tg-height=\"795\"/><span></span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f23f0f5298d43e9e5c98393d917f7b7\" data-align=\"center\" tg-width=\"834\" tg-height=\"720\"/><span></span></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：谷歌和英伟达考虑将英特尔作为备用芯片制造商</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n市场消息：谷歌和英伟达考虑将英特尔作为备用芯片制造商\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\">2026-06-08 21:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">6月8日，英特尔盘前直线拉升，现涨超10%！<span>据The Information报道，台积电的产能困境正成为英特尔的福音。随着这家芯片制造巨头竭力应对其芯片制造产能面临的巨大需求，包括谷歌和英伟达在内的多家主要人工智能芯片设计公司，正悄然将英特尔作为备选制造商。据悉，英伟达正在评估英特尔用于未来芯片的先进封装和18A工艺。此外，该报道还称，谷歌最近向英特尔下单，要求其在2028年生产超过300万个TPU。</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0bad0630026810572393e68000ffd9d7\" data-align=\"center\" tg-width=\"684\" tg-height=\"795\"/><span></span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f23f0f5298d43e9e5c98393d917f7b7\" data-align=\"center\" tg-width=\"834\" tg-height=\"720\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"NVDA":"英伟达","ANV":"GraniteShares Autocallable NVDA ETF","NVDX":"2倍做多NVDA ETF-T-Rex","NVDS":"1.5倍做空NVDA ETF-Tradr","LINT":"Direxion Daily INTC Bull 2X ETF","NVII":"Rex NVDA Growth & Income ETF","NVDW":"NVDA周配息ETF-Roundhill","GOOP":"KURV YIELD PREMIUM STRATEGY GOOGLE (GOOGL) ETF","NVDQ":"2倍做空NVDA ETF-T-Rex","NVYY":"GraniteShares YieldBOOST NVDA ETF","NVDL":"2倍做多NVDA ETF-GraniteShares","GOOW":"Roundhill GOOGL WeeklyPay ETF","GOOX":"2倍做多GOOG ETF-T-REX","NVDG":"2倍做多NVDA ETF- Leverage Shares","NVDY":"NVDA期权收益策略ETF-YieldMax","07388":"南方两倍做空英伟达","NVDU":"2倍做多NVDA ETF-Direxion","NVDD":"1倍做空NVDA ETF-Direxion","GOOY":"GOOGL期权收益策略ETF-YieldMax","GOOGL":"谷歌A","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","NVDB":"ProShares Ultra NVDA ETF","07788":"南方两倍做多英伟达","NVD":"2倍做空NVDA ETF-GraniteShares","GOU":"GraniteShares 2x Long GOOGL Daily ETF","DIPS":"做空NVDA期权收益策略ETF-YieldMax","GGLL":"2倍做多GOOGL-Direxion","GGLS":"1倍做空GOOGL ETF-Direxion","INTC":"英特尔","INTW":"2倍做多INTC ETF-GraniteShares"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106947577","content_text":"6月8日，英特尔盘前直线拉升，现涨超10%！据The Information报道，台积电的产能困境正成为英特尔的福音。随着这家芯片制造巨头竭力应对其芯片制造产能面临的巨大需求，包括谷歌和英伟达在内的多家主要人工智能芯片设计公司，正悄然将英特尔作为备选制造商。据悉，英伟达正在评估英特尔用于未来芯片的先进封装和18A工艺。此外，该报道还称，谷歌最近向英特尔下单，要求其在2028年生产超过300万个TPU。","news_type":1,"symbols_score_info":{"NVYY":0.6,"NVDL":0.6,"NVII":0.6,"NVDW":0.6,"NVDA":2,"NVD":0.6,"ANV":0.6,"GGLS":0.6,"NVDX":0.6,"GOOGL":2,"07788":0.6,"GOOX":0.6,"NVDO":0.6,"NVDU":0.6,"NVDS":0.6,"GOOW":0.6,"INTC":2,"GOOP":0.6,"NVDG":0.6,"NVDD":0.6,"GGLL":0.6,"LINT":0.6,"NVDY":0.6,"07388":0.6,"GOOY":0.6,"NVDB":0.6,"NVDQ":0.6,"GOU":0.6,"DIPS":0.6,"INTW":0.6}},"isVote":1,"tweetType":1,"viewCount":931,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4090129223813410","authorId":"4090129223813410","name":"知彼投研","avatar":"https://static.tigerbbs.com/90f42be6a86b5b63aecfef29fbc0ec5b","crmLevel":5,"crmLevelSwitch":0,"idStr":"4090129223813410","authorIdStr":"4090129223813410"},"content":"正是因为股价低了才发这种新闻拉涨呢","text":"正是因为股价低了才发这种新闻拉涨呢","html":"正是因为股价低了才发这种新闻拉涨呢"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571070905084440,"gmtCreate":1780445870758,"gmtModify":1780450476521,"author":{"id":"3496288086457552","authorId":"3496288086457552","name":"咸鱼突刺","avatar":"https://static.tigerbbs.com/eb25a5997004b2649a3345ce279051a9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3496288086457552","authorIdStr":"3496288086457552"},"themes":[],"title":"","htmlText":"拜拜了","listText":"拜拜了","text":"拜拜了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571070905084440","repostId":"2640391722","repostType":2,"repost":{"id":"2640391722","kind":"highlight","pubTimestamp":1780399711,"share":"https://www.laohunote.com/m/news/2640391722?lang=zh_CN&edition=full","pubTime":"2026-06-02 19:28","market":"us","language":"zh","title":"6月12日起，老虎国际暂停中国境内新开仓、加仓交易","url":"https://stock-news.laohu8.com/highlight/detail?id=2640391722","media":"格隆汇","summary":"推动跨境证券业务规范发展","content":"<html><body><p><span>6月2日，老虎国际发布通知称，为落实2年集中整治期的行业监管要求，推动跨境证券业务规范发展，老虎国际将对存量投资者账户在中国境内的服务进行相应调整。</span></p><p><span>自北京时间2026年6月12日起，针对在境内交易服务，暂停股票等所有品种的新开仓、加仓交易，仅支持卖出、平仓操作；针对在境内资金划转服务，暂停资金转入，转出功能保持正常，全力保障客户资金安全。</span></p><p><span>老虎表示，本次调整不会影响为存量投资者在境外提供服务，也不影响全体客户现有资产安全，客户可正常查询账户、持有及卖出已有持仓。</span></p><p><span>同日，老虎国际公布的一季度财报显示，公司收入1.55亿美元，同比增长26.3%；经营利润为4755万美元，同比增长17.5%，经营利润率保持稳健，达34.8%。</span><span></span></p><p>一季度归属于公司的净亏损和非GAAP净亏损分别约为2690万美元和2380万美元，而去年同期净利润分别为3040万美元和3600万美元，主要是由于计入约4.11亿元(约合5970万美元)监管罚款。</p><p>鉴于公司整体盈利能力和现金流状况，该项一次性支出不会对公司业务运营或长期发展造成重大不利影响。第一季度，老虎国际新增入金客户2.9万名，带动总入金客户数同比增长11.3%至128.3万。公司业务活跃度持续提升，期内总交易额同比增长49%至3239亿美元；净入金延续强劲增长势头，达29亿美元，推动客户总资产同比增长28.4%至589亿美元。</p></body></html>","source":"gelonghui_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>6月12日起，老虎国际暂停中国境内新开仓、加仓交易</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; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n6月12日起，老虎国际暂停中国境内新开仓、加仓交易\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-02 19:28 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/5029248><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月2日，老虎国际发布通知称，为落实2年集中整治期的行业监管要求，推动跨境证券业务规范发展，老虎国际将对存量投资者账户在中国境内的服务进行相应调整。自北京时间2026年6月12日起，针对在境内交易服务，暂停股票等所有品种的新开仓、加仓交易，仅支持卖出、平仓操作；针对在境内资金划转服务，暂停资金转入，转出功能保持正常，全力保障客户资金安全。老虎表示，本次调整不会影响为存量投资者在境外提供服务，也不...</p>\n\n<a href=\"https://www.gelonghui.com/p/5029248\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img3.gelonghui.com/bae8f-da845cc9-53f9-4316-8f8d-8a7e63a28e62.jpg?guru_height=718&guru_width=1280&guru_size=121648","relate_stocks":{"TIGR":"老虎证券","BK4587":"ChatGPT概念","BK4526":"热门中概股","BK4563":"昨日强势股","BK4127":"投资银行业与经纪业","NQGM":"纳斯达克全球综合指数"},"source_url":"https://www.gelonghui.com/p/5029248","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2640391722","content_text":"6月2日，老虎国际发布通知称，为落实2年集中整治期的行业监管要求，推动跨境证券业务规范发展，老虎国际将对存量投资者账户在中国境内的服务进行相应调整。自北京时间2026年6月12日起，针对在境内交易服务，暂停股票等所有品种的新开仓、加仓交易，仅支持卖出、平仓操作；针对在境内资金划转服务，暂停资金转入，转出功能保持正常，全力保障客户资金安全。老虎表示，本次调整不会影响为存量投资者在境外提供服务，也不影响全体客户现有资产安全，客户可正常查询账户、持有及卖出已有持仓。同日，老虎国际公布的一季度财报显示，公司收入1.55亿美元，同比增长26.3%；经营利润为4755万美元，同比增长17.5%，经营利润率保持稳健，达34.8%。一季度归属于公司的净亏损和非GAAP净亏损分别约为2690万美元和2380万美元，而去年同期净利润分别为3040万美元和3600万美元，主要是由于计入约4.11亿元(约合5970万美元)监管罚款。鉴于公司整体盈利能力和现金流状况，该项一次性支出不会对公司业务运营或长期发展造成重大不利影响。第一季度，老虎国际新增入金客户2.9万名，带动总入金客户数同比增长11.3%至128.3万。公司业务活跃度持续提升，期内总交易额同比增长49%至3239亿美元；净入金延续强劲增长势头，达29亿美元，推动客户总资产同比增长28.4%至589亿美元。","news_type":1,"symbols_score_info":{"TIGR":1.97,"NQGM":0.6}},"isVote":1,"tweetType":1,"viewCount":524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563460855399856,"gmtCreate":1778598023333,"gmtModify":1778598025724,"author":{"id":"3496288086457552","authorId":"3496288086457552","name":"咸鱼突刺","avatar":"https://static.tigerbbs.com/eb25a5997004b2649a3345ce279051a9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3496288086457552","authorIdStr":"3496288086457552"},"themes":[],"title":"","htmlText":"我才追进来泡沫就破了？","listText":"我才追进来泡沫就破了？","text":"我才追进来泡沫就破了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563460855399856","repostId":"2634799210","repostType":4,"repost":{"id":"2634799210","kind":"live","pubTimestamp":1778596114,"share":"https://www.laohunote.com/m/news/2634799210?lang=zh_CN&edition=full","pubTime":"2026-05-12 22:28","market":"us","language":"zh","title":"半导体股回调，高通大跌超10%，韩国传利空，大空头发警告","url":"https://stock-news.laohu8.com/highlight/detail?id=2634799210","media":"格隆汇","summary":"美股半导体股普遍回调。","content":"<html><head></head><body><p>周二，美股半导体股普遍回调， <a href=\"https://laohu8.com/S/SOX\">费城半导体指数</a> 跌超4%， <a href=\"https://laohu8.com/S/SOXS\">三倍做空半导体ETF-Direxion Daily</a> 则涨超13%。个股方面， <a href=\"https://laohu8.com/S/QCOM\">高通</a> 大跌超10%， <a href=\"https://laohu8.com/S/INTC\">英特尔</a> 跌超8%， <a href=\"https://laohu8.com/S/ON\">安森美半导体</a> 跌超6%， <a href=\"https://laohu8.com/S/TSM\">台积电</a> 、 <a href=\"https://laohu8.com/S/ASML\">阿斯麦</a> 、AMD跌超3%， <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 由涨转跌。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba2bb2229f886f065d7c320f105c05b0\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d2b1c33e4c57857097994fda81e4ab1\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>消息面上，韩国总统府政策首席秘书金龙范在社交媒体发文，建议韩国政府向AI利润征税，并将所得分配给全体公民作为股息。此番言论引发市场对芯片制造商可能面临额外税负的担忧。</p><p>此外，知名投资人，“大空头”Michael Burry警告称，当前市场情形类似于互联网泡沫破裂前的高点，芯片股近期大幅上涨，自3月底以来，费城半导体指数已涨近70%。按其测算，纳斯达克100指数目前市盈率约为43倍，远高于约30倍的“合理水平”，因为“华尔街对增长最快、估值最高公司的盈利高估了50%”。</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>半导体股回调，高通大跌超10%，韩国传利空，大空头发警告</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半导体股回调，高通大跌超10%，韩国传利空，大空头发警告\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-12 22:28 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周二，美股半导体股普遍回调， 费城半导体指数 跌超4%， 三倍做空半导体ETF-Direxion Daily 则涨超13%。个股方面， 高通 大跌超10%， 英特尔 跌超8%， 安森美半导体 跌超6%， 台积电 、 阿斯麦 、AMD跌超3%， 英伟达 由涨转跌。消息面上，韩国总统府政策首席秘书金龙范在社交媒体发文，建议韩国政府向AI利润征税，并将所得分配给全体公民作为股息。此番言论引发市场对芯片...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">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/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"AMDD":"1倍做空AMD ETF-Direxion","QCMU":"2倍做多QCOM ETF-Direxion","MUD":"1倍做空MU ETF-Direxion","NVDU":"2倍做多NVDA ETF-Direxion","AMDG":"2倍做多AMD ETF- Leverage Shares","AMD":"美国超微公司","ANV":"GraniteShares Autocallable NVDA ETF","STSM":"Defiance Daily Target 2X Short TSM ETF","NVDW":"NVDA周配息ETF-Roundhill","AMDL":"2倍做多AMD ETF-GraniteShares","MULL":"2倍做多MU ETF-GraniteShares","NVDX":"2倍做多NVDA ETF-T-Rex","TSMG":"2倍做多TSM ETF- Leverage Shares","NVDY":"NVDA期权收益策略ETF-YieldMax","NVD":"2倍做空NVDA ETF-GraniteShares","MU":"美光科技","AMUU":"2倍做多AMD ETF-Direxion","INTC":"英特尔","AMDU":"Defiance Leveraged Long + Income AMD ETF","NVDB":"ProShares Ultra NVDA ETF","NVYY":"GraniteShares YieldBOOST NVDA ETF","TSMU":"2倍做多TSM ETF-GraniteShares","NVII":"Rex NVDA Growth & Income ETF","DAMD":"2倍做空AMD 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阿斯麦 、AMD跌超3%， 英伟达 由涨转跌。消息面上，韩国总统府政策首席秘书金龙范在社交媒体发文，建议韩国政府向AI利润征税，并将所得分配给全体公民作为股息。此番言论引发市场对芯片制造商可能面临额外税负的担忧。此外，知名投资人，“大空头”Michael Burry警告称，当前市场情形类似于互联网泡沫破裂前的高点，芯片股近期大幅上涨，自3月底以来，费城半导体指数已涨近70%。按其测算，纳斯达克100指数目前市盈率约为43倍，远高于约30倍的“合理水平”，因为“华尔街对增长最快、估值最高公司的盈利高估了50%”。","news_type":1,"symbols_score_info":{"QCMD":0.6,"STSM":0.6,"NVDW":0.6,"MULL":0.6,"NVDB":0.6,"NVDX":0.6,"QCML":0.6,"NVDL":0.6,"INTW":0.6,"AMDU":0.6,"AMDY":0.6,"QCMU":0.6,"NVYY":0.6,"NVDY":0.6,"TSMX":0.6,"MU":2,"TSMZ":0.6,"NVDA":2,"NVII":0.6,"TSMU":0.6,"AMDW":0.6,"MUU":0.6,"NVDD":0.6,"AMUU":0.6,"SOX":2,"NVDQ":0.6,"DAMD":0.6,"AMYY":0.6,"TSM":2,"QCOM":2,"TSMG":0.6,"AMDG":0.6,"DIPS":0.6,"NVDU":0.6,"LINT":0.6,"NVD":0.6,"AMDD":0.6,"TSMY":0.6,"NVDS":0.6,"AMD":2,"INTC":2,"NVDO":0.6,"ON":2,"NVDG":0.6,"ANV":0.6,"MUD":0.6,"AMDL":0.6}},"isVote":1,"tweetType":1,"viewCount":856,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558403176018376,"gmtCreate":1777360596451,"gmtModify":1777360598832,"author":{"id":"3496288086457552","authorId":"3496288086457552","name":"咸鱼突刺","avatar":"https://static.tigerbbs.com/eb25a5997004b2649a3345ce279051a9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3496288086457552","authorIdStr":"3496288086457552"},"themes":[],"title":"","htmlText":"哪怕你找谷歌呢，好歹做过手机","listText":"哪怕你找谷歌呢，好歹做过手机","text":"哪怕你找谷歌呢，好歹做过手机","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558403176018376","repostId":"1104742187","repostType":2,"repost":{"id":"1104742187","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":1777358166,"share":"https://www.laohunote.com/m/news/1104742187?lang=zh_CN&edition=full","pubTime":"2026-04-28 14:36","market":"us","language":"zh","title":"OpenAI正计划与高通合作推出智能手机，苹果或承压","url":"https://stock-news.laohu8.com/highlight/detail?id=1104742187","media":"老虎资讯综合","summary":"据科技供应链分析师郭明錤透露，ChatGPT开发商OpenAI正计划推出智能手机，目前正在与高通等公司合作开发手机处理器，预计2028年启动量产。OpenAI和高通均未立即回应。去年，OpenAI曾宣布以64亿美元收购苹果前首席设计官Jony Ive创立的一家初创公司，但至今尚未发布任何硬件产品。苹果此前也曾与OpenAI合作，但最终在为Siri数字助手提供AI升级时选择了谷歌。Barron's的母公司News Corp与OpenAI存在内容授权合作伙伴关系。","content":"<html><head></head><body><p>据科技供应链分析师郭明錤透露，ChatGPT开发商OpenAI正计划推出智能手机，目前正在与高通等公司合作开发手机处理器，预计2028年启动量产。</p><p style=\"text-align: start;\">这一消息对苹果构成潜在挑战，而对高通则可能是一大利好。周一早盘交易中，苹果股价下跌1.3%，夜盘下跌0.16%，而高通股价虽最终微跌0.2%，但盘初一度大涨10%，夜盘跌1.74%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e63d034cd5a29a9fe49ed7c9667debaa\" tg-width=\"537\" tg-height=\"171\"/></p><p style=\"text-align: start;\">天风国际证券分析师郭明錤在社交媒体上发文分析称：“智能手机硬件已经高度成熟，因此OpenAI可以与供应链合作开发设备。在商业模式方面，OpenAI可能会将订阅服务与硬件捆绑销售，并与开发者共同构建全新的AI代理生态系统。”</p><p style=\"text-align: start;\">OpenAI和高通均未立即回应。去年，OpenAI曾宣布以64亿美元收购苹果前首席设计官Jony Ive创立的一家初创公司，但至今尚未发布任何硬件产品。</p><p style=\"text-align: start;\">对于高通而言，获得另一个主要客户来与苹果在智能手机领域竞争，将是一个巨大的缓解。高通目前为iPhone提供调制解调器系统，但苹果正在自研基带芯片，未来可能推出更先进的系统。</p><p style=\"text-align: start;\">苹果此前也曾与OpenAI合作，但最终在为Siri数字助手提供AI升级时选择了谷歌。Barron&#39;s的母公司News Corp与OpenAI存在内容授权合作伙伴关系。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>OpenAI正计划与高通合作推出智能手机，苹果或承压</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\">\nOpenAI正计划与高通合作推出智能手机，苹果或承压\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\">2026-04-28 14:36</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据科技供应链分析师郭明錤透露，ChatGPT开发商OpenAI正计划推出智能手机，目前正在与高通等公司合作开发手机处理器，预计2028年启动量产。</p><p style=\"text-align: start;\">这一消息对苹果构成潜在挑战，而对高通则可能是一大利好。周一早盘交易中，苹果股价下跌1.3%，夜盘下跌0.16%，而高通股价虽最终微跌0.2%，但盘初一度大涨10%，夜盘跌1.74%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e63d034cd5a29a9fe49ed7c9667debaa\" tg-width=\"537\" tg-height=\"171\"/></p><p style=\"text-align: start;\">天风国际证券分析师郭明錤在社交媒体上发文分析称：“智能手机硬件已经高度成熟，因此OpenAI可以与供应链合作开发设备。在商业模式方面，OpenAI可能会将订阅服务与硬件捆绑销售，并与开发者共同构建全新的AI代理生态系统。”</p><p style=\"text-align: start;\">OpenAI和高通均未立即回应。去年，OpenAI曾宣布以64亿美元收购苹果前首席设计官Jony Ive创立的一家初创公司，但至今尚未发布任何硬件产品。</p><p style=\"text-align: start;\">对于高通而言，获得另一个主要客户来与苹果在智能手机领域竞争，将是一个巨大的缓解。高通目前为iPhone提供调制解调器系统，但苹果正在自研基带芯片，未来可能推出更先进的系统。</p><p style=\"text-align: start;\">苹果此前也曾与OpenAI合作，但最终在为Siri数字助手提供AI升级时选择了谷歌。Barron&#39;s的母公司News Corp与OpenAI存在内容授权合作伙伴关系。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c8bf4565bc4c9ea6e0ff587a10365663","relate_stocks":{"AAPL":"苹果","AAPU":"2倍做多AAPL ETF-Direxion","AAPW":"AAPL周配息ETF-Roundhill","QCMU":"2倍做多QCOM ETF-Direxion","AAPB":"2倍做多AAPL ETF-GraniteShares","QCMD":"1倍做空QCOM ETF-Direxion","AAPX":"2倍做多Apple ETF-T-Rex","QCOM":"高通","AAPD":"1倍做空AAPL ETF-Direxion","AAPY":"AAPL收益溢价策略ETF-Kurv","QCML":"2倍做多QCOM 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Corp与OpenAI存在内容授权合作伙伴关系。","news_type":1,"symbols_score_info":{"QCMD":0.6,"AAPX":0.6,"AAPW":0.6,"AAPL":2,"APLY":0.6,"QCML":0.6,"QCMU":0.6,"QCOM":2,"AAPB":0.6,"AAPD":0.6,"AAPY":0.6,"AAPU":0.6}},"isVote":1,"tweetType":1,"viewCount":1568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":548322067210520,"gmtCreate":1774891267124,"gmtModify":1774891279079,"author":{"id":"3496288086457552","authorId":"3496288086457552","name":"咸鱼突刺","avatar":"https://static.tigerbbs.com/eb25a5997004b2649a3345ce279051a9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3496288086457552","authorIdStr":"3496288086457552"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>","listText":"<a 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