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Alex_0099

Alex_0099

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IP属地：海外

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1主题

0勋章

11-07

两个老男人联合起来欺负一个女人

AMD：英特尔和英伟达的合作将加剧竞争，带来更大定价压力

11-06

吃饱了撑的，十万亿的1.2%还不满足？

特斯拉股东大会前瞻：马斯克薪酬、董事会选举与xAI投资之争

11-06

不是集中度管理吗？

11-05

‌$AMD 20251107 260.0 CALL$ BUY DIP!‌

11-05

抄底！

瑞银：将AMD目标价上调至300美元

11-03

$Palantir Technologies Inc.(PLTR)$ 鬼东西虚高的厉害

11-01

‌$Beyond Meat, Inc.(BYND)$ ‌ 买了，很难吃

10-30

这是财报泄露了？

10-29

$英伟达(NVDA)$ 牛逼克拉斯

10-27

政治决定经济

美国稀土矿商股价盘前下跌，因可能的美中贸易协议将暂停中国稀土出口管制

10-27

不良资产官方二道贩子

中投系机构，高管调动！

10-27

$Beyond Meat, Inc.(BYND)$ 增发一旦流通，势必击穿

10-24

‌$英特尔(INTC)$ ‌这么好的季报被IBM一个帖子给抢了风头

10-24

IBM这个消息是周五AMD暴涨至历史新高的推手。为啥IBM这么配合？因为苏妈就是曾经IBM著名的多核芯片的主力。苏妈太威武了。

IBM(IBM.US)关键量子计算算法研究提前一年完成可在AMD(AMD.US)标准芯片上运行

10-24

AMD持仓这么低，木头判断有误

“木头姐”旗下ARK增持Robinhood及奈飞，卖出AMD及Palantir

10-23

‌$Oklo Inc.(OKLO)$ ‌但凡大股东持续减持的，都好不了

10-22

this kills the price down the hill

Form 144 | Robinhood Markets董事 Baiju Bhatt 拟减持418,338股，总价约56,810,300美元

10-17

$APPLIED DIGITAL CORP(APLD)$ 一个盖数据中心的猛涨该跌了

10-16

$美国超微公司(AMD)$ wonderful move around for day trading

10-11

‌$美国超微公司(AMD)$ ‌下周一大概率反弹，今天上车好机会

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19:22","market":"us","language":"zh","title":"AMD：英特尔和英伟达的合作将加剧竞争，带来更大定价压力","url":"https://stock-news.laohu8.com/highlight/detail?id=2581845061","media":"IT之家","summary":"IT之家 11 月 6 日消息，今年 9 月，英特尔宣布与英伟达达成合作，双方将共同设计并开发面向数据中心和客户端市场的定制 x86 芯片。据IT之家了解，针对英特尔与英伟达的此次合作，AMD 最初回应称，对其自身产品阵容充满信心，并将持续提供具有颠覆性的技术。然而，在近期的一份声明中，AMD 态度有所调整，指出该合作将加剧市场竞争，并对其产品带来更大的定价压力。","content":"<html><body><article><p>IT之家 11 月 6 日消息，今年 9 月，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>宣布与<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>达成合作，双方将共同设计并开发面向数据中心和客户端市场的定制 x86 芯片。这项价值数十亿美元的协议不仅意味着英伟达将利用英特尔的 x86 知识产权（IP）开发用于其数据中心及 AI 基础设施的定制 CPU，同时也将把英伟达的 RTX GPU IP 集成到面向 PC 市场的 x86 片上系统（SoC）中。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251106192253507d2010g86rh2xck7\"/><p>此前，业界曾质疑英特尔是否会因此放弃自身的 GPU IP 路线图而全面转向英伟达。对此，英特尔明确表示，其自有 GPU 路线图不会受到影响，公司将继续独立开发相关产品。英伟达的 RTX IP 将被用于一类不同的 SoC 产品，主要对标 <a href=\"https://laohu8.com/S/AMD\">AMD</a> 的“Halo”设计，例如 Ryzen AI MAX 系列等。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251106192253949d20153cm3m6blmz\"/><p>据IT之家了解，针对英特尔与英伟达的此次合作，<strong>AMD 最初回应称，对其自身产品阵容充满信心，并将持续提供具有颠覆性的技术。</strong></p><p>然而，在近期的一份声明中，AMD 态度有所调整，<strong>指出该合作将加剧市场竞争，并对其产品带来更大的定价压力</strong>。在接受《CRN》采访时，AMD 表示，竞争对手英伟达与英特尔之间的合作可能对其业务产生不利影响。该公司在向监管机构提交的文件中，已将此项合作列为“经济与战略风险”部分的典型案例，明确指出：“竞争对手之间的战略联盟、并购及业务合作可能<strong>‘加剧竞争，并对我们的业务产生不利影响’</strong>。”</p><p>AMD 在文件中进一步强调：“此项合作可能导致我们产品面临更激烈的竞争和更大的定价压力，从而对我们的业务、财务状况及利润率造成实质性不利影响。”</p><p>尽管 AMD 的担忧不无道理，但需要指出的是，<strong>英特尔与英伟达联合开发的定制产品距离上市仍需数年时间</strong>。目前，AMD 的 Ryzen AI MAX 系列产品已上市多时，在移动平台提供了卓越的 PC 与工作站级性能。这一细分市场正是英特尔希望发力的领域 —— 其原计划通过 Arrow Lake Halo 系列产品参与竞争，但该项目最终被取消。据预期，英特尔最早要到 2026 至 2027 年才会推出基于 Nova Lake-AX 架构的首款 Halo 级芯片；而英伟达则计划于明年推出基于 N1 系列 SoC 的自有 AI PC 产品。</p><p>据 Wccftech 获得的信息，AMD 也正在为明年准备代号“Strix Halo”的产品更新，目前产能已全面爬坡。凭借新增的 SKU 选项，AMD 有望在掌上设备等细分市场斩获更多平台设计订单。</p><p>未来，英特尔与英伟达的联合攻势确实不容小觑：英伟达将为其提供顶尖的 GPU IP，而英特尔则向英伟达开放其先进的封装技术及 x86 IP 授权。然而，AMD 已做好准备，将以基于 Zen 6 架构的下一代高性能 CPU，以及即将到来的新一代 RDNA GPU 架构，应对这场来自两个方向的挑战。</p><p>广告声明：文内含有的对外跳转链接（包括不限于超链接、二维码、口令等形式），用于传递更多信息，节省甄选时间，结果仅供参考，IT之家所有文章均包含本声明。</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>AMD：英特尔和英伟达的合作将加剧竞争，带来更大定价压力</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\">\nAMD：英特尔和英伟达的合作将加剧竞争，带来更大定价压力\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-06 19:22 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251106192256a6e5d095&s=b><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT之家 11 月 6 日消息，今年 9 月，英特尔宣布与英伟达达成合作，双方将共同设计并开发面向数据中心和客户端市场的定制 x86 芯片。这项价值数十亿美元的协议不仅意味着英伟达将利用英特尔的 x86 知识产权（IP）开发用于其数据中心及 AI 基础设施的定制 CPU，同时也将把英伟达的 RTX GPU IP 集成到面向 PC 市场的 x86 片上系统（SoC）中。此前，业界曾质疑英特尔是否会...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251106192256a6e5d095&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVD2.UK":"2X NVIDIA ETP","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4550":"红杉资本持仓","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","3NVD.UK":"LS 3X 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表示，竞争对手英伟达与英特尔之间的合作可能对其业务产生不利影响。该公司在向监管机构提交的文件中，已将此项合作列为“经济与战略风险”部分的典型案例，明确指出：“竞争对手之间的战略联盟、并购及业务合作可能‘加剧竞争，并对我们的业务产生不利影响’。”AMD 在文件中进一步强调：“此项合作可能导致我们产品面临更激烈的竞争和更大的定价压力，从而对我们的业务、财务状况及利润率造成实质性不利影响。”尽管 AMD 的担忧不无道理，但需要指出的是，英特尔与英伟达联合开发的定制产品距离上市仍需数年时间。目前，AMD 的 Ryzen AI MAX 系列产品已上市多时，在移动平台提供了卓越的 PC 与工作站级性能。这一细分市场正是英特尔希望发力的领域 —— 其原计划通过 Arrow Lake Halo 系列产品参与竞争，但该项目最终被取消。据预期，英特尔最早要到 2026 至 2027 年才会推出基于 Nova Lake-AX 架构的首款 Halo 级芯片；而英伟达则计划于明年推出基于 N1 系列 SoC 的自有 AI PC 产品。据 Wccftech 获得的信息，AMD 也正在为明年准备代号“Strix Halo”的产品更新，目前产能已全面爬坡。凭借新增的 SKU 选项，AMD 有望在掌上设备等细分市场斩获更多平台设计订单。未来，英特尔与英伟达的联合攻势确实不容小觑：英伟达将为其提供顶尖的 GPU IP，而英特尔则向英伟达开放其先进的封装技术及 x86 IP 授权。然而，AMD 已做好准备，将以基于 Zen 6 架构的下一代高性能 CPU，以及即将到来的新一代 RDNA GPU 架构，应对这场来自两个方向的挑战。广告声明：文内含有的对外跳转链接（包括不限于超链接、二维码、口令等形式），用于传递更多信息，节省甄选时间，结果仅供参考，IT之家所有文章均包含本声明。","news_type":1,"symbols_score_info":{"2NVD.UK":0.6,"3NVD.UK":0.6,"AMD":1.5,"GFS":1.5,"INTC":1.5,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.5,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6}},"isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497229614088592,"gmtCreate":1762416467754,"gmtModify":1762416469984,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"title":"","htmlText":"吃饱了撑的，十万亿的1.2%还不满足？","listText":"吃饱了撑的，十万亿的1.2%还不满足？","text":"吃饱了撑的，十万亿的1.2%还不满足？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497229614088592","repostId":"1191645012","repostType":2,"repost":{"id":"1191645012","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":1762411420,"share":"https://www.laohu8.com/m/news/1191645012?lang=&edition=full","pubTime":"2025-11-06 14:43","market":"us","language":"zh","title":"特斯拉股东大会前瞻：马斯克薪酬、董事会选举与xAI投资之争","url":"https://stock-news.laohu8.com/highlight/detail?id=1191645012","media":"老虎资讯综合","summary":"本周四，特斯拉年度股东大会将在得克萨斯州奥斯汀市盛大召开。此次股东大会，马斯克的薪酬方案无疑是重中之重。马斯克表示，如果由他决定，特斯拉早就投资 xAI 了，但投资事宜需要得到董事会和股东的批准。如今，特斯拉股东将对是否投资 xAI 进行投票表决，这一决策将对两家公司的未来发展产生深远影响。结语这场周四午后的股东大会，将决定薪酬、选举、投资三大关键事项，结果或影响特斯拉未来走向，备受市场关注。","content":"<html><head></head><body><p>周四，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价一路走低，截至发稿跌幅达4%。对于特斯拉的投资者而言，“万亿市值时刻” 即将来临。北京时间11月7日凌晨5：00，特斯拉年度股东大会将在得克萨斯州奥斯汀市盛大召开。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d6453299a6667ea16f15f2f509e153a\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/65df31fa6743ad50a717294933736353\" title=\"\" tg-width=\"2880\" tg-height=\"1620\"/></p><p>然而，大会尚未开场，各种讨论和争议已甚嚣尘上。其中，挪威规模达 1.9 万亿美元的主权财富基金，作为特斯拉1.2%股份的持有者，公开宣布将对首席执行官马斯克的新薪酬方案投出反对票，这一消息犹如一颗重磅炸弹，瞬间点燃了市场的关注热情。</p><p>据了解，这份备受争议的薪酬方案一旦获批，马斯克将有望斩获高达 1 万亿美元的巨额报酬。挪威主权财富基金在声明中明确表示：“尽管我们充分肯定马斯克先生凭借其卓越的远见卓识，为公司创造了巨大价值，但我们对该薪酬的总体规模、股权稀释效应，以及核心人物风险未能得到有效缓解等问题深感忧虑。” 这一表态，无疑在特斯拉的投资者群体中引发了强烈反响，也让马斯克的薪酬方案成为此次股东大会最受瞩目的焦点。</p><p>此次股东大会，马斯克的薪酬方案无疑是重中之重。但投资者还需对一系列提案进行投票表决，其中涵盖董事任职资格的审定，以及特斯拉未来投资方向的决策等关键事项。这些提案不仅关系到特斯拉的内部治理结构，更将对公司未来的战略布局和发展走向产生深远影响。在这个关键时刻，每一项提案的审议结果，都可能成为推动特斯拉这艘商业巨轮破浪前行，或是改变其航向的重要力量。</p><h3 id=\"id_150563037\">薪酬方案：争议中的万亿博弈</h3><p><strong>1.马斯克的诉求与过往纠纷</strong></p><p>马斯克在财报会议中罕见呼吁股东支持方案，称 “担心全力推进机器人业务后被罢免”，并提及自己持股 13% 且多年未领薪。其2018年薪酬方案仍陷特拉华州诉讼，特拉华州最高法院正审理特斯拉上诉。</p><p><strong>2. 方案细节与正反观点</strong></p><p>新方案（9月披露）含 12 批股票期权，需达成激进目标，7 年半内兑现，获批后马斯克持股将达 25%。支持者（如纽黑文大学教授）认为 “绩效挂钩显公平”；反对者（如康奈尔大学专家）指出 “金额远超合理范畴，违背上市公司信托责任”。</p><p><strong>3. 关键方态度</strong></p><p>特斯拉董事长登霍姆以 “马斯克或离职” 恳请股东批准；独立代理机构 Glass Lewis、ISS 则反对，称 “方案过度、董事会有酌情权，即便未达标也可能发期权”。</p><h3 id=\"id_3662023966\">董事会选举：高薪争议下的连任博弈</h3><h4 id=\"id_80323128\">需重选的董事会成员及相关委员会任职</h4><p>除了对马斯克薪酬方案进行投票，提出该方案的部分董事会成员也面临着改选：风险投资家艾拉・埃伦普雷斯（Ira Ehrenpreis），同时也是 SpaceX（SPAX.PVT）的投资者，他是特斯拉薪酬委员会的三名成员之一，也是提名与治理委员会的四名成员之一。</p><p>人力资源领域的资深高管凯瑟琳・威尔逊 - 汤普森（Kathleen Wilson - Thompson）同样身兼这两个委员会的成员，此外她还任职于披露委员会。爱彼迎（Airbnb）的联合创始人乔・吉比亚（Joe Gebbia）则在审计委员会中任职。</p><p>有趣的是，格拉斯・刘易斯建议投资者批准乔・吉比亚的连任，但对埃伦普雷斯和威尔逊 - 汤普森的连任却持反对态度。</p><h4 id=\"id_3855682956\">股东对董事会成员薪酬过高的批评</h4><p>这三名董事会成员都有望获得连任，开启额外三年的任期，但他们也未能逃脱批评的声音。和马斯克的情况类似，股东们指控他们的薪酬过高。今年早些时候，包括登霍姆和詹姆斯・默多克在内的特斯拉董事，不得不返还 9.19 亿美元，这是源于一场审判后的和解结果。该审判指控这些董事在 2017 年至 2020 年期间的薪酬过高。</p><p>康奈尔大学的邓恩在谈及这些董事会成员时表示：“大多数公司的董事年薪大概在 20 万至 30 万美元，如果是大公司可能会多一些。但特斯拉这些董事，光是授予时的价值就达数百万美元，实际变现价值更是高达数亿美元。我觉得这些董事确实有强烈的意愿继续留任，毕竟报酬如此丰厚。”</p><h3 id=\"id_2317959533\">xAI 投资：关联交易引发质疑</h3><h4 id=\"id_422017026\">马斯克多公司事务与 xAI 发展</h4><p>马斯克的商业版图极为庞大，他不仅领导着电动汽车巨头特斯拉，还兼顾太空探索领域的 SpaceX、致力于地下交通建设的 “无聊公司”（The Boring Company）、专注于脑机接口技术研发的 Neuralink，以及人工智能初创公司 xAI 等多家极具创新活力的企业 。</p><p>在这些公司中，xAI 发展势头迅猛，作为一家专注于人工智能领域的创新企业，xAI 吸引了大量的资本注入，已筹集到相当可观的资金，成为硅谷人工智能领域的一颗耀眼新星。值得一提的是，马斯克旗下的 SpaceX 也是 xAI 的重要投资者之一，这一投资关系不仅体现了马斯克商业帝国内部资源的整合与协同，也显示出 xAI 在技术和商业前景上的巨大潜力。</p><h4 id=\"id_3248754753\">特斯拉与 xAI 潜在合作及股东投票</h4><p>目前，xAI 研发的 Grok 聊天机器人已成功应用于特斯拉的新车中，这一举措标志着两家公司在技术融合上迈出了重要一步，也引发了投资者对双方未来合作模式的深入思考。</p><p>投资者们十分关注特斯拉与 xAI 是否会进一步深化合作，尤其是在股权层面展开合作，以实现更紧密的资源共享和战略协同。马斯克表示，如果由他决定，特斯拉早就投资 xAI 了，但投资事宜需要得到董事会和股东的批准。这表明，特斯拉对 xAI 的投资并非马斯克一人能够拍板，而是需要经过公司内部严格的决策程序，充分考虑全体股东的利益和公司的长远发展战略。</p><p>如今，特斯拉股东将对是否投资 xAI 进行投票表决，这一决策将对两家公司的未来发展产生深远影响。在这场投票中，特斯拉董事会并未对投资提案给出明确的推荐意见，这使得投票结果充满了不确定性。而独立代理顾问机构格拉斯・刘易斯则建议股东对该提案投反对票，其理由并非认为投资本身不可行，而是强调这一决策不应由股东来决定，而应是公司管理层基于专业分析和战略考量后做出的决策。</p><p>此外，市场上还存在着对马斯克自我交易的质疑声音。有人担心，马斯克要求特斯拉投资者为 xAI 提供资金支持，可能会引发利益冲突，损害特斯拉股东的利益，毕竟特斯拉是一家上市公司，其决策需要充分考虑广大股东的权益。因此，此次投票不仅是对特斯拉投资战略的一次考验，也是对公司治理结构和股东权益保护机制的一次检验。</p><h3 id=\"id_3991191269\">结语</h3><p>这场周四午后的股东大会，将决定薪酬、选举、投资三大关键事项，结果或影响特斯拉未来走向，备受市场关注。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉股东大会前瞻：马斯克薪酬、董事会选举与xAI投资之争\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-11-06 14:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周四，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价一路走低，截至发稿跌幅达4%。对于特斯拉的投资者而言，“万亿市值时刻” 即将来临。北京时间11月7日凌晨5：00，特斯拉年度股东大会将在得克萨斯州奥斯汀市盛大召开。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d6453299a6667ea16f15f2f509e153a\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/65df31fa6743ad50a717294933736353\" title=\"\" tg-width=\"2880\" tg-height=\"1620\"/></p><p>然而，大会尚未开场，各种讨论和争议已甚嚣尘上。其中，挪威规模达 1.9 万亿美元的主权财富基金，作为特斯拉1.2%股份的持有者，公开宣布将对首席执行官马斯克的新薪酬方案投出反对票，这一消息犹如一颗重磅炸弹，瞬间点燃了市场的关注热情。</p><p>据了解，这份备受争议的薪酬方案一旦获批，马斯克将有望斩获高达 1 万亿美元的巨额报酬。挪威主权财富基金在声明中明确表示：“尽管我们充分肯定马斯克先生凭借其卓越的远见卓识，为公司创造了巨大价值，但我们对该薪酬的总体规模、股权稀释效应，以及核心人物风险未能得到有效缓解等问题深感忧虑。” 这一表态，无疑在特斯拉的投资者群体中引发了强烈反响，也让马斯克的薪酬方案成为此次股东大会最受瞩目的焦点。</p><p>此次股东大会，马斯克的薪酬方案无疑是重中之重。但投资者还需对一系列提案进行投票表决，其中涵盖董事任职资格的审定，以及特斯拉未来投资方向的决策等关键事项。这些提案不仅关系到特斯拉的内部治理结构，更将对公司未来的战略布局和发展走向产生深远影响。在这个关键时刻，每一项提案的审议结果，都可能成为推动特斯拉这艘商业巨轮破浪前行，或是改变其航向的重要力量。</p><h3 id=\"id_150563037\">薪酬方案：争议中的万亿博弈</h3><p><strong>1.马斯克的诉求与过往纠纷</strong></p><p>马斯克在财报会议中罕见呼吁股东支持方案，称 “担心全力推进机器人业务后被罢免”，并提及自己持股 13% 且多年未领薪。其2018年薪酬方案仍陷特拉华州诉讼，特拉华州最高法院正审理特斯拉上诉。</p><p><strong>2. 方案细节与正反观点</strong></p><p>新方案（9月披露）含 12 批股票期权，需达成激进目标，7 年半内兑现，获批后马斯克持股将达 25%。支持者（如纽黑文大学教授）认为 “绩效挂钩显公平”；反对者（如康奈尔大学专家）指出 “金额远超合理范畴，违背上市公司信托责任”。</p><p><strong>3. 关键方态度</strong></p><p>特斯拉董事长登霍姆以 “马斯克或离职” 恳请股东批准；独立代理机构 Glass Lewis、ISS 则反对，称 “方案过度、董事会有酌情权，即便未达标也可能发期权”。</p><h3 id=\"id_3662023966\">董事会选举：高薪争议下的连任博弈</h3><h4 id=\"id_80323128\">需重选的董事会成员及相关委员会任职</h4><p>除了对马斯克薪酬方案进行投票，提出该方案的部分董事会成员也面临着改选：风险投资家艾拉・埃伦普雷斯（Ira Ehrenpreis），同时也是 SpaceX（SPAX.PVT）的投资者，他是特斯拉薪酬委员会的三名成员之一，也是提名与治理委员会的四名成员之一。</p><p>人力资源领域的资深高管凯瑟琳・威尔逊 - 汤普森（Kathleen Wilson - Thompson）同样身兼这两个委员会的成员，此外她还任职于披露委员会。爱彼迎（Airbnb）的联合创始人乔・吉比亚（Joe Gebbia）则在审计委员会中任职。</p><p>有趣的是，格拉斯・刘易斯建议投资者批准乔・吉比亚的连任，但对埃伦普雷斯和威尔逊 - 汤普森的连任却持反对态度。</p><h4 id=\"id_3855682956\">股东对董事会成员薪酬过高的批评</h4><p>这三名董事会成员都有望获得连任，开启额外三年的任期，但他们也未能逃脱批评的声音。和马斯克的情况类似，股东们指控他们的薪酬过高。今年早些时候，包括登霍姆和詹姆斯・默多克在内的特斯拉董事，不得不返还 9.19 亿美元，这是源于一场审判后的和解结果。该审判指控这些董事在 2017 年至 2020 年期间的薪酬过高。</p><p>康奈尔大学的邓恩在谈及这些董事会成员时表示：“大多数公司的董事年薪大概在 20 万至 30 万美元，如果是大公司可能会多一些。但特斯拉这些董事，光是授予时的价值就达数百万美元，实际变现价值更是高达数亿美元。我觉得这些董事确实有强烈的意愿继续留任，毕竟报酬如此丰厚。”</p><h3 id=\"id_2317959533\">xAI 投资：关联交易引发质疑</h3><h4 id=\"id_422017026\">马斯克多公司事务与 xAI 发展</h4><p>马斯克的商业版图极为庞大，他不仅领导着电动汽车巨头特斯拉，还兼顾太空探索领域的 SpaceX、致力于地下交通建设的 “无聊公司”（The Boring Company）、专注于脑机接口技术研发的 Neuralink，以及人工智能初创公司 xAI 等多家极具创新活力的企业 。</p><p>在这些公司中，xAI 发展势头迅猛，作为一家专注于人工智能领域的创新企业，xAI 吸引了大量的资本注入，已筹集到相当可观的资金，成为硅谷人工智能领域的一颗耀眼新星。值得一提的是，马斯克旗下的 SpaceX 也是 xAI 的重要投资者之一，这一投资关系不仅体现了马斯克商业帝国内部资源的整合与协同，也显示出 xAI 在技术和商业前景上的巨大潜力。</p><h4 id=\"id_3248754753\">特斯拉与 xAI 潜在合作及股东投票</h4><p>目前，xAI 研发的 Grok 聊天机器人已成功应用于特斯拉的新车中，这一举措标志着两家公司在技术融合上迈出了重要一步，也引发了投资者对双方未来合作模式的深入思考。</p><p>投资者们十分关注特斯拉与 xAI 是否会进一步深化合作，尤其是在股权层面展开合作，以实现更紧密的资源共享和战略协同。马斯克表示，如果由他决定，特斯拉早就投资 xAI 了，但投资事宜需要得到董事会和股东的批准。这表明，特斯拉对 xAI 的投资并非马斯克一人能够拍板，而是需要经过公司内部严格的决策程序，充分考虑全体股东的利益和公司的长远发展战略。</p><p>如今，特斯拉股东将对是否投资 xAI 进行投票表决，这一决策将对两家公司的未来发展产生深远影响。在这场投票中，特斯拉董事会并未对投资提案给出明确的推荐意见，这使得投票结果充满了不确定性。而独立代理顾问机构格拉斯・刘易斯则建议股东对该提案投反对票，其理由并非认为投资本身不可行，而是强调这一决策不应由股东来决定，而应是公司管理层基于专业分析和战略考量后做出的决策。</p><p>此外，市场上还存在着对马斯克自我交易的质疑声音。有人担心，马斯克要求特斯拉投资者为 xAI 提供资金支持，可能会引发利益冲突，损害特斯拉股东的利益，毕竟特斯拉是一家上市公司，其决策需要充分考虑广大股东的权益。因此，此次投票不仅是对特斯拉投资战略的一次考验，也是对公司治理结构和股东权益保护机制的一次检验。</p><h3 id=\"id_3991191269\">结语</h3><p>这场周四午后的股东大会，将决定薪酬、选举、投资三大关键事项，结果或影响特斯拉未来走向，备受市场关注。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/65df31fa6743ad50a717294933736353","relate_stocks":{"TSL":"GraniteShares 1.25X Long TSLA Daily ETF","TSLA":"特斯拉","TSLL":"Direxion Daily TSLA Bull 2X Shares","TSLQ":"Tradr 2X Short TSLA Daily ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191645012","content_text":"周四，特斯拉股价一路走低，截至发稿跌幅达4%。对于特斯拉的投资者而言，“万亿市值时刻” 即将来临。北京时间11月7日凌晨5：00，特斯拉年度股东大会将在得克萨斯州奥斯汀市盛大召开。然而，大会尚未开场，各种讨论和争议已甚嚣尘上。其中，挪威规模达 1.9 万亿美元的主权财富基金，作为特斯拉1.2%股份的持有者，公开宣布将对首席执行官马斯克的新薪酬方案投出反对票，这一消息犹如一颗重磅炸弹，瞬间点燃了市场的关注热情。据了解，这份备受争议的薪酬方案一旦获批，马斯克将有望斩获高达 1 万亿美元的巨额报酬。挪威主权财富基金在声明中明确表示：“尽管我们充分肯定马斯克先生凭借其卓越的远见卓识，为公司创造了巨大价值，但我们对该薪酬的总体规模、股权稀释效应，以及核心人物风险未能得到有效缓解等问题深感忧虑。” 这一表态，无疑在特斯拉的投资者群体中引发了强烈反响，也让马斯克的薪酬方案成为此次股东大会最受瞩目的焦点。此次股东大会，马斯克的薪酬方案无疑是重中之重。但投资者还需对一系列提案进行投票表决，其中涵盖董事任职资格的审定，以及特斯拉未来投资方向的决策等关键事项。这些提案不仅关系到特斯拉的内部治理结构，更将对公司未来的战略布局和发展走向产生深远影响。在这个关键时刻，每一项提案的审议结果，都可能成为推动特斯拉这艘商业巨轮破浪前行，或是改变其航向的重要力量。薪酬方案：争议中的万亿博弈1.马斯克的诉求与过往纠纷马斯克在财报会议中罕见呼吁股东支持方案，称 “担心全力推进机器人业务后被罢免”，并提及自己持股 13% 且多年未领薪。其2018年薪酬方案仍陷特拉华州诉讼，特拉华州最高法院正审理特斯拉上诉。2. 方案细节与正反观点新方案（9月披露）含 12 批股票期权，需达成激进目标，7 年半内兑现，获批后马斯克持股将达 25%。支持者（如纽黑文大学教授）认为 “绩效挂钩显公平”；反对者（如康奈尔大学专家）指出 “金额远超合理范畴，违背上市公司信托责任”。3. 关键方态度特斯拉董事长登霍姆以 “马斯克或离职” 恳请股东批准；独立代理机构 Glass Lewis、ISS 则反对，称 “方案过度、董事会有酌情权，即便未达标也可能发期权”。董事会选举：高薪争议下的连任博弈需重选的董事会成员及相关委员会任职除了对马斯克薪酬方案进行投票，提出该方案的部分董事会成员也面临着改选：风险投资家艾拉・埃伦普雷斯（Ira Ehrenpreis），同时也是 SpaceX（SPAX.PVT）的投资者，他是特斯拉薪酬委员会的三名成员之一，也是提名与治理委员会的四名成员之一。人力资源领域的资深高管凯瑟琳・威尔逊 - 汤普森（Kathleen Wilson - Thompson）同样身兼这两个委员会的成员，此外她还任职于披露委员会。爱彼迎（Airbnb）的联合创始人乔・吉比亚（Joe Gebbia）则在审计委员会中任职。有趣的是，格拉斯・刘易斯建议投资者批准乔・吉比亚的连任，但对埃伦普雷斯和威尔逊 - 汤普森的连任却持反对态度。股东对董事会成员薪酬过高的批评这三名董事会成员都有望获得连任，开启额外三年的任期，但他们也未能逃脱批评的声音。和马斯克的情况类似，股东们指控他们的薪酬过高。今年早些时候，包括登霍姆和詹姆斯・默多克在内的特斯拉董事，不得不返还 9.19 亿美元，这是源于一场审判后的和解结果。该审判指控这些董事在 2017 年至 2020 年期间的薪酬过高。康奈尔大学的邓恩在谈及这些董事会成员时表示：“大多数公司的董事年薪大概在 20 万至 30 万美元，如果是大公司可能会多一些。但特斯拉这些董事，光是授予时的价值就达数百万美元，实际变现价值更是高达数亿美元。我觉得这些董事确实有强烈的意愿继续留任，毕竟报酬如此丰厚。”xAI 投资：关联交易引发质疑马斯克多公司事务与 xAI 发展马斯克的商业版图极为庞大，他不仅领导着电动汽车巨头特斯拉，还兼顾太空探索领域的 SpaceX、致力于地下交通建设的 “无聊公司”（The Boring Company）、专注于脑机接口技术研发的 Neuralink，以及人工智能初创公司 xAI 等多家极具创新活力的企业 。在这些公司中，xAI 发展势头迅猛，作为一家专注于人工智能领域的创新企业，xAI 吸引了大量的资本注入，已筹集到相当可观的资金，成为硅谷人工智能领域的一颗耀眼新星。值得一提的是，马斯克旗下的 SpaceX 也是 xAI 的重要投资者之一，这一投资关系不仅体现了马斯克商业帝国内部资源的整合与协同，也显示出 xAI 在技术和商业前景上的巨大潜力。特斯拉与 xAI 潜在合作及股东投票目前，xAI 研发的 Grok 聊天机器人已成功应用于特斯拉的新车中，这一举措标志着两家公司在技术融合上迈出了重要一步，也引发了投资者对双方未来合作模式的深入思考。投资者们十分关注特斯拉与 xAI 是否会进一步深化合作，尤其是在股权层面展开合作，以实现更紧密的资源共享和战略协同。马斯克表示，如果由他决定，特斯拉早就投资 xAI 了，但投资事宜需要得到董事会和股东的批准。这表明，特斯拉对 xAI 的投资并非马斯克一人能够拍板，而是需要经过公司内部严格的决策程序，充分考虑全体股东的利益和公司的长远发展战略。如今，特斯拉股东将对是否投资 xAI 进行投票表决，这一决策将对两家公司的未来发展产生深远影响。在这场投票中，特斯拉董事会并未对投资提案给出明确的推荐意见，这使得投票结果充满了不确定性。而独立代理顾问机构格拉斯・刘易斯则建议股东对该提案投反对票，其理由并非认为投资本身不可行，而是强调这一决策不应由股东来决定，而应是公司管理层基于专业分析和战略考量后做出的决策。此外，市场上还存在着对马斯克自我交易的质疑声音。有人担心，马斯克要求特斯拉投资者为 xAI 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17:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>美国稀土矿商股价在盘前交易中下跌，原因是可能达成的美中贸易协议可能会暂停中国对稀土出口的管制。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"MP":"MP Materials Corp.","CRML":"CRITICAL METALS CORPORATION","USAR":"USA Rare Earth Inc.","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","UAMY":"United States Antimony Corp","LU0505663152.USD":"abrdn SICAV I - FUTURE MINERALS \"A\" (USD) ACC","BK4588":"碎股","BK4168":"多种金属与采矿","BK4585":"ETF&股票定投概念","NB":"NioCorp Developments Ltd."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119552322","content_text":"美国稀土矿商股价在盘前交易中下跌，原因是可能达成的美中贸易协议可能会暂停中国对稀土出口的管制。","news_type":1,"symbols_score_info":{"CRML":1,"MP":1,"NB":1,"UAMY":1,"USAR":1}},"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":493759142731832,"gmtCreate":1761567850790,"gmtModify":1761567853077,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"不良资产官方二道贩子","listText":"不良资产官方二道贩子","text":"不良资产官方二道贩子","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/493759142731832","repostId":"2574127889","repostType":2,"repost":{"id":"2574127889","kind":"news","pubTimestamp":1760091364,"share":"https://www.laohu8.com/m/news/2574127889?lang=&edition=full","pubTime":"2025-10-10 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web=\"1\">保险</span>经纪有限公司党委书记、董事长等职务。在此次调动前，刘元章在中国再保的职务包括总裁助理、董事会秘书、联席公司秘书，并兼任人力资源总监、党委组织部部长、人力资源部总经理，中再产险董事长。</p><p>　　中国再保为中央金融企业，现由财政部持股11.45%、中央<a href=\"https://laohu8.com/S/300368\">汇金</a>持股71.56%。</p><p>　　作为国有AMC之一，中国东方今年也成为中投系机构。4月30日，金融监管总局批复同意中央汇金受让财政部悉数持有的中国东方488.30亿股股份，受让后，中央汇金对中国东方持股比例为71.55%。</p><p>　　刘元章调任中国东方后，兼任中华保险集团党委书记、拟任董事长的职务，受到保险业关注。</p><p>　　始创于1986年7月的中华保险集团为老牌保险公司，现为国内13家保险集团控股公司之一，由中国东方控股51.746%。随着中国东方控股权划转，中华保险集团实际控制人从财政部变更为中央汇金。</p><p>　　中华保险集团7月2日公告了上述实控人变更信息，并表示，公司仍为国有控股保险集团公司，本次实际控制人变更对于公司治理结构、经营决策、业务运营、风险控制等方面均无不利影响。</p><p>　　刘元章在中华保险集团出任党委书记，接棒的是到龄退休的高兴华。高兴华1965年出生，退任前为中华保险集团党委书记、董事长，兼任子公司中华财险党委书记、董事长，中华人寿党委书记。高兴华为保险老将，2019年加入中华保险前长期在<a href=\"https://laohu8.com/S/01339\">人保</a>体系内任职。</p><p>　　截至2024年末，中华保险注册资本金为153.1亿元，总资产1194.6亿元。2024年，中华保险市场份额保持稳定，原保费收入733.7亿元。2021年—2024年，年度净利润分别为4.88亿元、7.80亿元、0.93亿元、5.12亿元。</p><p>　　财险是中华保险体系内的主力业务，中华财险保费规模位居国内财险市场第五，农险业务、政策性健康险业务均居财险市场前三位。</p><p>（文章来源：券商中国）</p> 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18:16 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202510103530845327.html><strong>券商中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>三大国有金融资产管理公司（AMC）被纳入中投系版图后，再现与之相关的高管调动。　　10月10日，券商中国记者从多方了解到，国庆中秋长假前，中投系统宣布了人事任命，涉及旗下三家机构：中国再保总裁助理刘元章调任中国东方党委委员、拟任副总裁，兼任中国东方旗下中华保险集团党委书记、拟任董事长。　　刘元章就任的上述两个机构职务中，前者于9月30日上午在中国东方宣布，后者于30日下午在中华保险集团宣布。　　在...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202510103530845327.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4108":"电影和娱乐","BK4547":"WSB热门概念","AMC":"AMC院线"},"source_url":"http://finance.eastmoney.com/a/202510103530845327.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2574127889","content_text":"三大国有金融资产管理公司（AMC）被纳入中投系版图后，再现与之相关的高管调动。　　10月10日，券商中国记者从多方了解到，国庆中秋长假前，中投系统宣布了人事任命，涉及旗下三家机构：中国再保总裁助理刘元章调任中国东方党委委员、拟任副总裁，兼任中国东方旗下中华保险集团党委书记、拟任董事长。　　刘元章就任的上述两个机构职务中，前者于9月30日上午在中国东方宣布，后者于30日下午在中华保险集团宣布。　　在上述任命宣布前，刘元章曾被考察，拟任中投直管企业副职等职务也有过公示。　　刘元章出生于1978年2月，经济学硕士，已在中国再保工作20多年。他于2004年加入中国再保，曾任中国再保人力资源部（党委组织部）处长、总经理助理/部长助理、副总经理/副部长、总经理/部长，华泰保险经纪有限公司党委书记、董事长等职务。在此次调动前，刘元章在中国再保的职务包括总裁助理、董事会秘书、联席公司秘书，并兼任人力资源总监、党委组织部部长、人力资源部总经理，中再产险董事长。　　中国再保为中央金融企业，现由财政部持股11.45%、中央汇金持股71.56%。　　作为国有AMC之一，中国东方今年也成为中投系机构。4月30日，金融监管总局批复同意中央汇金受让财政部悉数持有的中国东方488.30亿股股份，受让后，中央汇金对中国东方持股比例为71.55%。　　刘元章调任中国东方后，兼任中华保险集团党委书记、拟任董事长的职务，受到保险业关注。　　始创于1986年7月的中华保险集团为老牌保险公司，现为国内13家保险集团控股公司之一，由中国东方控股51.746%。随着中国东方控股权划转，中华保险集团实际控制人从财政部变更为中央汇金。　　中华保险集团7月2日公告了上述实控人变更信息，并表示，公司仍为国有控股保险集团公司，本次实际控制人变更对于公司治理结构、经营决策、业务运营、风险控制等方面均无不利影响。　　刘元章在中华保险集团出任党委书记，接棒的是到龄退休的高兴华。高兴华1965年出生，退任前为中华保险集团党委书记、董事长，兼任子公司中华财险党委书记、董事长，中华人寿党委书记。高兴华为保险老将，2019年加入中华保险前长期在人保体系内任职。　　截至2024年末，中华保险注册资本金为153.1亿元，总资产1194.6亿元。2024年，中华保险市场份额保持稳定，原保费收入733.7亿元。2021年—2024年，年度净利润分别为4.88亿元、7.80亿元、0.93亿元、5.12亿元。　　财险是中华保险体系内的主力业务，中华财险保费规模位居国内财险市场第五，农险业务、政策性健康险业务均居财险市场前三位。（文章来源：券商中国）","news_type":1,"symbols_score_info":{"AMC":1}},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":493644187066432,"gmtCreate":1761539304006,"gmtModify":1761539306218,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"<a 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增发一旦流通，势必击穿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/493644187066432","isVote":1,"tweetType":1,"viewCount":876,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3454498857592191","authorId":"3454498857592191","name":"之戉","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"3454498857592191","authorIdStr":"3454498857592191"},"content":"有什么击穿不击穿的，都到过0.5的，再不然到0吧","text":"有什么击穿不击穿的，都到过0.5的，再不然到0吧","html":"有什么击穿不击穿的，都到过0.5的，再不然到0吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492739527860368,"gmtCreate":1761319000299,"gmtModify":1761319002069,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ &nbsp;</a>‌这么好的季报被IBM一个帖子给抢了风头","listText":"‌<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ &nbsp;</a>‌这么好的季报被IBM一个帖子给抢了风头","text":"‌$英特尔(INTC)$ ‌这么好的季报被IBM一个帖子给抢了风头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/492739527860368","isVote":1,"tweetType":1,"viewCount":1433,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492733965938880,"gmtCreate":1761317144414,"gmtModify":1761317147922,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"IBM这个消息是周五AMD暴涨至历史新高的推手。为啥IBM这么配合？因为苏妈就是曾经IBM著名的多核芯片的主力。苏妈太威武了。","listText":"IBM这个消息是周五AMD暴涨至历史新高的推手。为啥IBM这么配合？因为苏妈就是曾经IBM著名的多核芯片的主力。苏妈太威武了。","text":"IBM这个消息是周五AMD暴涨至历史新高的推手。为啥IBM这么配合？因为苏妈就是曾经IBM著名的多核芯片的主力。苏妈太威武了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492733965938880","repostId":"2577251305","repostType":2,"repost":{"id":"2577251305","kind":"news","pubTimestamp":1761307061,"share":"https://www.laohu8.com/m/news/2577251305?lang=&edition=full","pubTime":"2025-10-24 19:57","market":"us","language":"zh","title":"IBM(IBM.US)关键量子计算算法研究提前一年完成 可在AMD(AMD.US)标准芯片上运行","url":"https://stock-news.laohu8.com/highlight/detail?id=2577251305","media":"智通财经","summary":"智通财经APP获悉，据报道，IBM 表示，其一项关键的量子计算算法可以AMD的标准芯片上运行。IBM负责量子计算业务的副总裁Jay Gambetta表示，这项研究表明，IBM的算法不仅能在现实环境中发挥作用，还可以在一款“并非昂贵得离谱”的AMD芯片上运行。目前，该公司正与微软及Alphabet竞相开发量子计算技术。不过，量子比特极易出错，这些误差会迅速淹没量子芯片的有效计算成果。","content":"<html><body><p>智通财经APP获悉，据报道，<a href=\"https://laohu8.com/S/IBM\">IBM</a>(IBM.US)表示，其一项关键的量子计算算法可以<a href=\"https://laohu8.com/S/AMD\">AMD</a>(AMD.US)的标准芯片上运行。IBM负责量子计算业务的副总裁Jay Gambetta表示，这项研究表明，IBM的算法不仅能在现实环境中发挥作用，还可以在一款“并非昂贵得离谱”的AMD芯片上运行。Jay Gambetta表示：“能够真正实现算法，并且证明其运行速度比所需快10倍，这是一个重大突破，”他还指出，这项在周五披露的算法研究比原计划提前一年完成。</p><p>IBM正推进一项多年计划，目标是在2029年前开发出名为“Starling”的量子计算机。目前，该公司正与<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.US)及Alphabet(GOOGL.US)竞相开发量子计算技术。本周早些时候，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>宣布其量子计算算法取得突破。Alphabet首席执行官Sundar Pichai表示，该公司的量子计算芯片“Willow”实现了“史上首个可验证的量子优势”。</p><p>量子计算机通过量子比特(qubit)来解决传统计算机需耗时数千年的复杂问题。不过，量子比特极易出错，这些误差会迅速淹没量子芯片的有效计算成果。</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>IBM(IBM.US)关键量子计算算法研究提前一年完成 可在AMD(AMD.US)标准芯片上运行</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1359593.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159813":"芯片","BK4575":"芯片概念","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1883839398.USD":"AMUNDI FUNDS INCOME OPPORTUNITIES \"A2\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4612":"AI芯片","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","BK4538":"云计算","BK4579":"人工智能","BK4614":"Manus概念股","BK4588":"碎股","BK4605":"半导体精选","LU0056508442.USD":"贝莱德世界科技基金A2","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) 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‌但凡大股东持续减持的，都好不了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492092101087744","isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":492037401333888,"gmtCreate":1761147383285,"gmtModify":1761147385545,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"this kills the price down the hill","listText":"this kills the price down the hill","text":"this kills the price down the hill","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492037401333888","repostId":"1170481290","repostType":2,"repost":{"id":"1170481290","kind":"news","weMediaInfo":{"introduction":"重大公告快速掌握","home_visible":1,"media_name":"老虎公告助手","id":"1094185691","head_image":"https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5"},"pubTimestamp":1761078009,"share":"https://www.laohu8.com/m/news/1170481290?lang=&edition=full","pubTime":"2025-10-22 04:20","market":"us","language":"zh","title":"Form 144 | Robinhood Markets董事 Baiju Bhatt 拟减持418,338股，总价约56,810,300美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1170481290","media":"老虎公告助手","summary":"Robinhood Markets董事 Baiju Bhatt 拟于2025年10月21日出售418,338股普通股票，总市值约56,810,300美元。在过去3个月内，Baiju Bhatt通过其信托账户累计出售多笔股票。","content":"Robinhood Markets董事 Baiju Bhatt 拟于2025年10月21日出售418,338股普通股票，总市值约56,810,300美元。在过去3个月内，Baiju Bhatt通过其信托账户累计出售多笔股票。","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>Form 144 | Robinhood Markets董事 Baiju Bhatt 拟减持418,338股，总价约56,810,300美元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; 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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\">\nForm 144 | Robinhood Markets董事 Baiju Bhatt 拟减持418,338股，总价约56,810,300美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1094185691\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/f241068b466f5f9316243a75366834d5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎公告助手 </p>\n<p class=\"h-time\">2025-10-22 04:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\nRobinhood Markets董事 Baiju Bhatt 拟于2025年10月21日出售418,338股普通股票，总市值约56,810,300美元。在过去3个月内，Baiju Bhatt通过其信托账户累计出售多笔股票。\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HOOD":"Robinhood"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170481290","content_text":"Robinhood Markets董事 Baiju Bhatt 拟于2025年10月21日出售418,338股普通股票，总市值约56,810,300美元。在过去3个月内，Baiju 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href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 苏妈光想着套现，和老黄不是一个境界。真正的创始人对公司何等重要。在牛逼的打工CEO也无法和创始人相提并论","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 苏妈光想着套现，和老黄不是一个境界。真正的创始人对公司何等重要。在牛逼的打工CEO也无法和创始人相提并论","text":"$美国超微公司(AMD)$ 苏妈光想着套现，和老黄不是一个境界。真正的创始人对公司何等重要。在牛逼的打工CEO也无法和创始人相提并论","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/309069724774432","isVote":1,"tweetType":1,"viewCount":2381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427238722880136,"gmtCreate":1745330145577,"gmtModify":1745330147115,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 苏妈应该这个时候ALL in，绝对大赚一笔","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 苏妈应该这个时候ALL in，绝对大赚一笔","text":"$美国超微公司(AMD)$ 苏妈应该这个时候ALL 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href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$&nbsp;</a> 没有华为的抄袭和水军，理想可能过200。但半年内看100以下。","listText":"<a href=\"https://laohu8.com/S/02015\">$理想汽车-W(02015)$&nbsp;</a> 没有华为的抄袭和水军，理想可能过200。但半年内看100以下。","text":"$理想汽车-W(02015)$ 没有华为的抄袭和水军，理想可能过200。但半年内看100以下。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/283003157897232","isVote":1,"tweetType":1,"viewCount":3692,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559257426628744","authorId":"3559257426628744","name":"坚守2025","avatar":"https://static.tigerbbs.com/a2e36665aab88f38a353f597c8995b41","crmLevel":5,"crmLevelSwitch":0,"idStr":"3559257426628744","authorIdStr":"3559257426628744"},"content":"国内车企窝里斗太严重了，真心瞧不起一些车企的下作手段","text":"国内车企窝里斗太严重了，真心瞧不起一些车企的下作手段","html":"国内车企窝里斗太严重了，真心瞧不起一些车企的下作手段"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":629097099,"gmtCreate":1670033252512,"gmtModify":1670033253421,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a>预计12月销量保持1.5万，股价30以上","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$&nbsp;</a>预计12月销量保持1.5万，股价30以上","text":"$理想汽车(LI)$ 预计12月销量保持1.5万，股价30以上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/629097099","isVote":1,"tweetType":1,"viewCount":5879,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":668346534,"gmtCreate":1664442644028,"gmtModify":1664442645110,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09863\">$零跑汽车(09863)$</a>这么破发，还不如撤回IPO。","listText":"<a href=\"https://laohu8.com/S/09863\">$零跑汽车(09863)$</a>这么破发，还不如撤回IPO。","text":"$零跑汽车(09863)$这么破发，还不如撤回IPO。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/668346534","isVote":1,"tweetType":1,"viewCount":3797,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308805652869408,"gmtCreate":1716419780792,"gmtModify":1716419782134,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 如果LISA不一直卖，早就200了","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 如果LISA不一直卖，早就200了","text":"$美国超微公司(AMD)$ 如果LISA不一直卖，早就200了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/308805652869408","isVote":1,"tweetType":1,"viewCount":3234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":666831344,"gmtCreate":1665542353088,"gmtModify":1665542354211,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/09863\">$零跑汽车(09863)$</a>‌当年周鸿祎因为“零跑”这个名字放弃了，选择了哪吒，不是没有道理啊。这是本着归零得节奏啊‌‌<a href=\"\">[捂脸]&nbsp;</a>‌","listText":"‌<a href=\"https://laohu8.com/S/09863\">$零跑汽车(09863)$</a>‌当年周鸿祎因为“零跑”这个名字放弃了，选择了哪吒，不是没有道理啊。这是本着归零得节奏啊‌‌<a href=\"\">[捂脸]&nbsp;</a>‌","text":"‌$零跑汽车(09863)$‌当年周鸿祎因为“零跑”这个名字放弃了，选择了哪吒，不是没有道理啊。这是本着归零得节奏啊‌‌[捂脸] ‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/666831344","isVote":1,"tweetType":1,"viewCount":2343,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3544081144219846","authorId":"3544081144219846","name":"strong1985","avatar":"https://static.tigerbbs.com/27cf9dc84078c75146f1debd1e42427b","crmLevel":1,"crmLevelSwitch":0,"idStr":"3544081144219846","authorIdStr":"3544081144219846"},"content":"投资者一个都跑不掉，含义深刻啊","text":"投资者一个都跑不掉，含义深刻啊","html":"投资者一个都跑不掉，含义深刻啊"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489567039214296,"gmtCreate":1760550482913,"gmtModify":1760550484620,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> wonderful move around for day trading&nbsp;","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> wonderful move around for day trading&nbsp;","text":"$美国超微公司(AMD)$ wonderful move around for day trading","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/489567039214296","isVote":1,"tweetType":1,"viewCount":338,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":470038530970088,"gmtCreate":1755786622763,"gmtModify":1755786624823,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"1，2年的差距，这话说的是来害人的吧。海光用的是AMD几年前的授权了","listText":"1，2年的差距，这话说的是来害人的吧。海光用的是AMD几年前的授权了","text":"1，2年的差距，这话说的是来害人的吧。海光用的是AMD几年前的授权了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/470038530970088","repostId":"2561547284","repostType":2,"repost":{"id":"2561547284","kind":"news","pubTimestamp":1755762388,"share":"https://www.laohu8.com/m/news/2561547284?lang=&edition=full","pubTime":"2025-08-21 15:46","market":"us","language":"zh","title":"国产CPU崛起：自给率超20%，和英特尔、AMD差距仅1-2年","url":"https://stock-news.laohu8.com/highlight/detail?id=2561547284","media":"Ofweek维科网","summary":"比较典型的，两家，一家是龙芯，龙芯最新的CPU，与intel、AMD相比，只有1-2年的差距了，另一家是海光的C86 CPU，离intel、AMD的性能，也只有1-2年的差距了……按照机构的数据，到2024年时，国产CPU的自给率已经超过了20%，而到2025年，自给率可能会达到25-30%。可见，经过几十年的努力，现在国产CPU真的崛起了，特别是性能，如果只差intel、AMD仅1-2年的水平的话，完全可以替代对方了。所以，中国人用中国自己的CPU时代，即将成为现实了。","content":"<html><body><article><p>CPU一般指的是电脑中的芯片，这个电脑，包括个人笔记本、台式机，也包括服务器。</p><p>目前在CPU领域，intel、<a href=\"https://laohu8.com/S/AMD\">AMD</a>的X86芯片，占到了90%以上的份额，另外的ARM芯片，以及国产的龙芯、申威等等，合计起来都没有10%。</p><p>为何会这样呢，原因是多方面的，一是intel、AMD的CPU性能太强了，其它CPU进行复杂计算时，真打不过它。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250821154629311d1528xre31ndcv4\"/><p>二是X86芯片，与windows系统，形成了WINTEL联盟，绑定了众多的软、硬件厂商，大家基于wintel推出了各种各样的软件、硬件，感到了一个完善的生态。</p><p>而其它非X86芯片，是不支持windows的，属于另外的生态，被wintel联盟排斥在外了，而电脑体系最重要的就是生态，生态不行，就没有用户。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250821154631833d152d37ys129uwp\"/><p>但这对于中国而言，完全依赖intel、AMD的CPU，这肯定是不能接受的，毕竟信息安全，比啥都重要，所以一直以来，国内众多的企业，为了国产CPU而努力，大家都希望让中国人，用上中国的CPU，而不是intel、AMD这些国外CPU。</p><p>所以这也是之前汉芯能够骗到人的原因，因为大家的期待太高了，所以一被忽悠，就盲目了。</p><p>不过除了汉芯这种骗子之外，扎实研发的国产CPU企业也非常多，目前知名的国产CPU，就有6家，龙芯、海光、兆芯、申威、飞腾、鲲鹏。</p><p>这6大知名国产CPU，从不同的路线，研发国产CPU，有使用X86路线的，有使用ARM路线的，有自研LoongArch，SW64路线的……</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250821154632477d1524qa2zjidlan\"/><p>也有主攻服务器CPU的，有服务器CPU、个人CPU都兼顾的，大家都在不断的研究、尝试，希望找到一条适合中国CPU发展的路线。</p><p>而从现在的情况来看，目前国产CPU们，在性能上，已经有了非常大的突破，离intel、AMD的CPU，已经只有1-2年的差距了。</p><p>比较典型的，两家，一家是龙芯，龙芯最新的CPU，与intel、AMD相比，只有1-2年的差距了，另一家是海光的C86 CPU，离intel、AMD的性能，也只有1-2年的差距了……</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250821154633310d152ajxfw8l257d\"/><p>龙芯的自研LoongArch指令集， 从架构到IP，再到代工，全部全国产供应链，完全不用担心被卡脖子。海光采用的是C86指令集，也就是在X86的基础上进行了拓展，可以兼容X86，可以安装windows，不存在生态问题。</p><p>按照机构的数据，到2024年时，国产CPU的自给率已经超过了20%，而到2025年，自给率可能会达到25-30%。</p><p>可见，经过几十年的努力，现在国产CPU真的崛起了，特别是性能，如果只差intel、AMD仅1-2年的水平的话，完全可以替代对方了。</p><p>所以，中国人用中国自己的CPU时代，即将成为现实了。</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>国产CPU崛起：自给率超20%，和英特尔、AMD差距仅1-2年</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国产CPU崛起：自给率超20%，和英特尔、AMD差距仅1-2年\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-21 15:46 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202508211546359755fac5&s=b><strong>Ofweek维科网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CPU一般指的是电脑中的芯片，这个电脑，包括个人笔记本、台式机，也包括服务器。目前在CPU领域，intel、AMD的X86芯片，占到了90%以上的份额，另外的ARM芯片，以及国产的龙芯、申威等等，合计起来都没有10%。为何会这样呢，原因是多方面的，一是intel、AMD的CPU性能太强了，其它CPU进行复杂计算时，真打不过它。二是X86芯片，与windows系统，形成了WINTEL联盟，绑定了众多...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202508211546359755fac5&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4512":"苹果概念","BK4527":"明星科技股","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4543":"AI","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) 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SGD","BK4532":"文艺复兴科技持仓"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202508211546359755fac5&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2561547284","content_text":"CPU一般指的是电脑中的芯片，这个电脑，包括个人笔记本、台式机，也包括服务器。目前在CPU领域，intel、AMD的X86芯片，占到了90%以上的份额，另外的ARM芯片，以及国产的龙芯、申威等等，合计起来都没有10%。为何会这样呢，原因是多方面的，一是intel、AMD的CPU性能太强了，其它CPU进行复杂计算时，真打不过它。二是X86芯片，与windows系统，形成了WINTEL联盟，绑定了众多的软、硬件厂商，大家基于wintel推出了各种各样的软件、硬件，感到了一个完善的生态。而其它非X86芯片，是不支持windows的，属于另外的生态，被wintel联盟排斥在外了，而电脑体系最重要的就是生态，生态不行，就没有用户。但这对于中国而言，完全依赖intel、AMD的CPU，这肯定是不能接受的，毕竟信息安全，比啥都重要，所以一直以来，国内众多的企业，为了国产CPU而努力，大家都希望让中国人，用上中国的CPU，而不是intel、AMD这些国外CPU。所以这也是之前汉芯能够骗到人的原因，因为大家的期待太高了，所以一被忽悠，就盲目了。不过除了汉芯这种骗子之外，扎实研发的国产CPU企业也非常多，目前知名的国产CPU，就有6家，龙芯、海光、兆芯、申威、飞腾、鲲鹏。这6大知名国产CPU，从不同的路线，研发国产CPU，有使用X86路线的，有使用ARM路线的，有自研LoongArch，SW64路线的……也有主攻服务器CPU的，有服务器CPU、个人CPU都兼顾的，大家都在不断的研究、尝试，希望找到一条适合中国CPU发展的路线。而从现在的情况来看，目前国产CPU们，在性能上，已经有了非常大的突破，离intel、AMD的CPU，已经只有1-2年的差距了。比较典型的，两家，一家是龙芯，龙芯最新的CPU，与intel、AMD相比，只有1-2年的差距了，另一家是海光的C86 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