Alex_0099的个人主页 - 老虎社区

Alex_0099

Alex_0099

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IP属地：海外

19关注

13粉丝

1主题

0勋章

09-06

$美国超微公司(AMD)$ buy dip

08-21

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

国产CPU崛起：自给率超20%，和英特尔、AMD差距仅1-2年

08-21

这才叫创始人，小鹏牛逼

小鹏汽车涨超6%何小鹏增持310万股港股。

08-07

‌$Coinbase Global, Inc.(COIN)$ ‌开始反弹，可以加仓了

08-07

‌$美国超微公司(AMD)$ ‌昨晚160以下买入的是苏妈的真粉

08-06

‌$美国超微公司(AMD)$ ‌今天估计收到165，有子弹可以 buy dip

08-01

$纳斯达克(.IXIC)$ black Friday

08-01

$美国超微公司(AMD)$ 说好的一起涨，英伟达略微领先了

07-22

‌$蔚来(NIO)$ ‌下个月站到6元

07-15

$Coinbase Global, Inc.(COIN)$ 这周400

07-15

$美国超微公司(AMD)$ 200不是梦

07-11

还不如META一个算法工程师给的多。这可是两个硬件大神之一。

AMD CEO苏姿丰将获3200万美元股票奖励

07-11

you are my man

汇丰银行将AMD评级上调至买入，目标价大幅上调至200美元

07-07

理想的问题是不够接地气，动作不够快，能落地的就是增程+彩电冰箱大沙发，其他现在就是跟在别人屁股后面跑。风光不再

理想汽车CEO李想发布央视《对话》总结：未来就盯着一件事，AI硬件终端做出像iPhone那样颠覆性产品

07-07

人生经理过大起大落，的确抗压能力最强

一次清零680亿债务，孙宏斌扛过来了！

06-26

除了抄袭和安全差，其他方面尽善尽美

雷军：YU7开售初期的订单表现如果能超过SU7同期就相当满意

06-26

老黄，黄教主

AI龙头归来！股东会当日，英伟达创出新高

06-25

that's reasonable indeed

Benchmark上调Coinbase目标价至421美元

06-17

牛

孙宇晨要上市了，特朗普小儿子将加入！这只股票隔夜暴涨647%

06-10

$美国超微公司(AMD)$ 下个月 150

去老虎APP查看更多动态

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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 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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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}\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":{"BK4141":"半导体产品","AMD":"美国超微公司","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","BK4529":"IDC概念","BK4602":"量子计算概念","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) 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ACC"},"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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这周400","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/456922142011648","isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":456920857797472,"gmtCreate":1752590252267,"gmtModify":1752637989856,"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> 200不是梦","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 200不是梦","text":"$美国超微公司(AMD)$ 200不是梦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/456920857797472","isVote":1,"tweetType":1,"viewCount":698,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":455181089698664,"gmtCreate":1752165372694,"gmtModify":1752165374656,"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":"还不如META一个算法工程师给的多。这可是两个硬件大神之一。","listText":"还不如META一个算法工程师给的多。这可是两个硬件大神之一。","text":"还不如META一个算法工程师给的多。这可是两个硬件大神之一。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/455181089698664","repostId":"2548334657","repostType":2,"repost":{"id":"2548334657","kind":"news","pubTimestamp":1751592306,"share":"https://www.laohu8.com/m/news/2548334657?lang=&edition=full","pubTime":"2025-07-04 09:25","market":"us","language":"zh","title":"AMD CEO苏姿丰将获3200万美元股票奖励","url":"https://stock-news.laohu8.com/highlight/detail?id=2548334657","media":"芯智讯","summary":"文件显示，从今年7月1日开始，苏姿丰有权获得年薪 132 万美元的基本工资待遇，这也使得她将成为 AMD 薪酬最高的高管。在期权奖励方面，苏姿丰将获得价值 3300 万美元的股票期权，而 Papermaster 和JeanWu 将分别获得价值 1000 万美元和 850 万美元的股票，股票奖励将于 8 月 15 日根据 AMD 的 30 天平均收盘价授予高管。2024财年，AMD营收达到了创纪录的258亿美元。其中，AMD Instinct加速器实现了超过50亿美元的收入。","content":"<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cc5fc24ed6e581558afe0c18a65553a2\" tg-width=\"836\" tg-height=\"472\"></p><p>7月3日消息，据AMD于当地时间7月2日提交给美国证券交易委员会的文件披露了，AMD首席执行官苏姿丰（Lisa Su）和部分高管的薪资和股票奖励计划。</p><p>文件显示，从今年7月1日开始，苏姿丰有权获得年薪 132 万美元的基本工资待遇，这也使得她将成为 AMD 薪酬最高的高管。AMD的CTO Papermaster则薪酬仅次于苏姿丰的高管，基本年薪为87万美元；AMD首席财务官Jean Wu将获得80万美元的年薪。</p><p>在期权奖励方面，苏姿丰将获得价值 3300 万美元的股票期权，而 Papermaster 和JeanWu 将分别获得价值 1000 万美元和 850 万美元的股票，股票奖励将于 8 月 15 日根据 AMD 的 30 天平均收盘价授予高管。</p><p>具体来说，苏姿丰的奖励将是 75% 基于绩效的限制性股票单位 （PRSU） 和 25% 基于时间选择的股票期权。PRSU 将根据 AMD 在 2025 年 8 月 15 日至 2028 年 8 月 15 日期间的股价表现归属，其他高管也有权根据 AMD 2027 财年的收益表现获得 PRSU。</p><p>近年来，AMD在苏姿丰的领导下，不仅持续扩大了在PC及服务器CPU市场的份额，还成功抓住了人工智能的热潮。</p><p>2024财年，AMD营收达到了创纪录的258亿美元。特别是数据中心业务收入创新高至126亿美元，同比暴涨94%，在总营收当中的占比几乎达到了一半。其中，AMD Instinct加速器实现了超过50亿美元的收入。得益于AMD EPYC CPU和Instinct GPU强劲的销售增长，今年一季度，AMD数据中心业务营收达37亿美元，同比增长57%。</p><p>此前<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>分析师Harlan Sur还发布预测报告称，AMD“下一代 MI350 加速器平台将为其2025年下半年带来强劲增长”，预计AMD 的 AI GPU 业务2025年将达到60%以上的同比增长。</p><p>出色的业绩和分析师的纷纷看好，AMD 的股价在今年 6 月份也上涨了 28%。</p>","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 CEO苏姿丰将获3200万美元股票奖励</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\">\nAMD CEO苏姿丰将获3200万美元股票奖励\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-04 09:25 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250704092839a4ce51a0&s=b><strong>芯智讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月3日消息，据AMD于当地时间7月2日提交给美国证券交易委员会的文件披露了，AMD首席执行官苏姿丰（Lisa Su）和部分高管的薪资和股票奖励计划。文件显示，从今年7月1日开始，苏姿丰有权获得年薪 132 万美元的基本工资待遇，这也使得她将成为 AMD 薪酬最高的高管。AMD的CTO Papermaster则薪酬仅次于苏姿丰的高管，基本年薪为87万美元；AMD首席财务官Jean Wu将获得80...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250704092839a4ce51a0&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cc5fc24ed6e581558afe0c18a65553a2","relate_stocks":{"LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0109392836.USD":"富兰克林科技股A","BK4612":"AI芯片","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","BK4614":"Manus概念股","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250704092839a4ce51a0&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2548334657","content_text":"7月3日消息，据AMD于当地时间7月2日提交给美国证券交易委员会的文件披露了，AMD首席执行官苏姿丰（Lisa Su）和部分高管的薪资和股票奖励计划。文件显示，从今年7月1日开始，苏姿丰有权获得年薪 132 万美元的基本工资待遇，这也使得她将成为 AMD 薪酬最高的高管。AMD的CTO Papermaster则薪酬仅次于苏姿丰的高管，基本年薪为87万美元；AMD首席财务官Jean Wu将获得80万美元的年薪。在期权奖励方面，苏姿丰将获得价值 3300 万美元的股票期权，而 Papermaster 和JeanWu 将分别获得价值 1000 万美元和 850 万美元的股票，股票奖励将于 8 月 15 日根据 AMD 的 30 天平均收盘价授予高管。具体来说，苏姿丰的奖励将是 75% 基于绩效的限制性股票单位 （PRSU） 和 25% 基于时间选择的股票期权。PRSU 将根据 AMD 在 2025 年 8 月 15 日至 2028 年 8 月 15 日期间的股价表现归属，其他高管也有权根据 AMD 2027 财年的收益表现获得 PRSU。近年来，AMD在苏姿丰的领导下，不仅持续扩大了在PC及服务器CPU市场的份额，还成功抓住了人工智能的热潮。2024财年，AMD营收达到了创纪录的258亿美元。特别是数据中心业务收入创新高至126亿美元，同比暴涨94%，在总营收当中的占比几乎达到了一半。其中，AMD Instinct加速器实现了超过50亿美元的收入。得益于AMD EPYC CPU和Instinct GPU强劲的销售增长，今年一季度，AMD数据中心业务营收达37亿美元，同比增长57%。此前摩根大通分析师Harlan Sur还发布预测报告称，AMD“下一代 MI350 加速器平台将为其2025年下半年带来强劲增长”，预计AMD 的 AI GPU 业务2025年将达到60%以上的同比增长。出色的业绩和分析师的纷纷看好，AMD 的股价在今年 6 月份也上涨了 28%。","news_type":1,"symbols_score_info":{"AMD":1,"GFS":1}},"isVote":1,"tweetType":1,"viewCount":2350,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":455179808817416,"gmtCreate":1752165163522,"gmtModify":1752165165212,"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":"you are my man","listText":"you are my man","text":"you are my man","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/455179808817416","repostId":"1185884747","repostType":2,"repost":{"id":"1185884747","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":1752154513,"share":"https://www.laohu8.com/m/news/1185884747?lang=&edition=full","pubTime":"2025-07-10 21:35","market":"us","language":"zh","title":"汇丰银行将AMD评级上调至买入，目标价大幅上调至200美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1185884747","media":"老虎资讯综合","summary":"7月10日，AMD盘初涨超4%！汇丰银行将其评级上调至买入，目标价大幅上调至200美元。","content":"<html><head></head><body><p>7月10日，AMD盘初涨超4%！汇丰银行将其评级上调至买入，目标价大幅上调至200美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/346274e8fcc0923f2a14b15cd68de4ba\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>汇丰银行将AMD评级上调至买入，目标价大幅上调至200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; color:#999; 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class=\"title\">\n汇丰银行将AMD评级上调至买入，目标价大幅上调至200美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-07-10 21:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>7月10日，AMD盘初涨超4%！汇丰银行将其评级上调至买入，目标价大幅上调至200美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/346274e8fcc0923f2a14b15cd68de4ba\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9035047aab1628fa23df810d4986f063","relate_stocks":{"LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0642271901.SGD":"Janus 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SGD"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185884747","content_text":"7月10日，AMD盘初涨超4%！汇丰银行将其评级上调至买入，目标价大幅上调至200美元。","news_type":1,"symbols_score_info":{"AMD":1.1}},"isVote":1,"tweetType":1,"viewCount":509,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":453943363133824,"gmtCreate":1751848109663,"gmtModify":1751848111499,"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":"理想的问题是不够接地气，动作不够快，能落地的就是增程+彩电冰箱大沙发，其他现在就是跟在别人屁股后面跑。风光不再","listText":"理想的问题是不够接地气，动作不够快，能落地的就是增程+彩电冰箱大沙发，其他现在就是跟在别人屁股后面跑。风光不再","text":"理想的问题是不够接地气，动作不够快，能落地的就是增程+彩电冰箱大沙发，其他现在就是跟在别人屁股后面跑。风光不再","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/453943363133824","repostId":"2549323604","repostType":2,"repost":{"id":"2549323604","kind":"news","pubTimestamp":1751763479,"share":"https://www.laohu8.com/m/news/2549323604?lang=&edition=full","pubTime":"2025-07-06 08:57","market":"us","language":"zh","title":"理想汽车CEO李想发布央视《对话》总结：未来就盯着一件事，AI硬件终端做出像iPhone那样颠覆性产品","url":"https://stock-news.laohu8.com/highlight/detail?id=2549323604","media":"IT之家","summary":"IT之家 7 月 6 日消息，理想 CEO 李想日前发文称，上次参加央视《对话》栏目还是 19 年前的 2006 年，当时还在做泡泡网，转眼间理想汽车都成立十周年了，首款纯电 SUV 理想 i8 也即将发布了。随后李想发布了央视《对话》栏目的总结。","content":"<html><body><p>IT之家 7 月 6 日消息，理想 CEO 李想日前发文称，上次参加央视《对话》栏目还是 19 年前的 2006 年，当时还在做泡泡网，转眼间<a href=\"https://laohu8.com/S/LI\">理想汽车</a>都成立十周年了，首款纯电 SUV 理想 i8 也即将发布了。随后李想发布了央视《对话》栏目的总结。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>IT之家附李想的央视《对话》栏目总结如下：</p><p>1. 关于发脾气这件事：相信最有名的莫过于“听我讲完”那次，其实是当时有选手在弄虚作假，我确实急了，只是节目组把前因后果都剪掉了，也就是断章取义了！在平时，我遇到逻辑不通、得过且过、违背公司价值观的情况，脾气也会不好。但团队里敢跟我吵架的人还是有不少的，尤其在开产品会时吵架甚至是常态，吵着吵着，真正的用户需求和价值才能显露出来。</p><p>2. 我和极飞科技的彭斌、<a href=\"https://laohu8.com/S/000806\">银河</a>通用的王鹤早年间就有交集。彭斌创业 18 年始终专注农业无人机领域，十多年前，我在车库咖啡听过他的想法，如今他带领企业提升农业生产效率，这份坚持特别难得；王鹤作为 90 后，一边在北大授课，一边把人形机器人技术，落地做成商业化解决方案，这份魄力也很了不起。无论是 80 后还是 90 后，我们这些 AI 时代的创业者，都在用 AI 技术解决物理世界的问题。</p><p>3. 跟雷总、李斌、何小鹏他们吃饭，哪怕观点冲突，我们彼此之间也会坦诚相待开诚布公的说。之前雷总问过我造车建议，我的核心一句话：“<a href=\"https://laohu8.com/S/01810\">小米</a>车要想成功，你必须 all in”。后来<a href=\"https://laohu8.com/S/81810\">小米</a>汽车的接连成功，也证明了雷总在硬件能力上，确实有非常多值得我们学习的地方！</p><p>4. 创业不是紧绷着硬熬，而是越做越知道怎么抓重点。我每天的时间分配是 631 原则：60% 扎在组织建设（员工培训、文化沟通这些“软基建”）中，30% 留给产品评审（管太多反而添乱），10% 扑在 AI 相关新知识充电上，关键是想清楚“不做什么”。我现在经常能做到一天手机不响，够松弛吧？</p><p>5. 节目里谈到“做产品，外观是否要优先考虑”的问题，我想说，理想 MEGA 刚上市时被黑水军带节奏打得很惨，但一年后的现在，MEGA 已经是 50 万以上 MPV 销量第一了。只要目标用户喜欢，就是对的设计。</p><p>6. 为什么做纯电？其实当年做增程，投资人都说“做纯电才给投钱”，但我们还是把解决用户的续航焦虑放在第一位，我们是为家庭用户造车，不是为投资人造车。到后来我们做纯电，很多因为我们增程成功而来的投资人又开始反对。实际上，现在我们的 5C 纯电车和高速及城市的大量理想超充站，已经可以完全解决纯电车的续航焦虑问题了。<a href=\"https://laohu8.com/S/02015\">理想汽车</a>是全世界第一个量产 5C 的（还是中国高速充电站最多的车企，到今天有 955 座还在持续快速增加），马上上市的理想 i8 和理想 i6，10 分钟就能充 500 公里，充电体验已经达到燃油车水平了。</p><p>7. 未来我们就盯着一件事：AI 硬件终端做出像 iPhone 那样颠覆性的产品。我觉得理想汽车是我的最后一次创业，我们最终一定不是个标准的汽车企业，如果按照我的定义，我们会是个空间机器人企业。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p></body></html>","source":"ifeng_tech","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>理想汽车CEO李想发布央视《对话》总结：未来就盯着一件事，AI硬件终端做出像iPhone那样颠覆性产品</title>\n<style 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href=\"https://tech.ifeng.com/c/8klDtoPHEaN\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4501":"段永平概念","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","BK1587":"次新股","BK4534":"瑞士信贷持仓","LU0080751232.USD":"富达环球多元动力基金A","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES 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GLOBAL OPPORTUNITIES \"B\" (USD) ACC","BK1575":"同股不同权"},"source_url":"https://tech.ifeng.com/c/8klDtoPHEaN","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2549323604","content_text":"IT之家 7 月 6 日消息，理想 CEO 李想日前发文称，上次参加央视《对话》栏目还是 19 年前的 2006 年，当时还在做泡泡网，转眼间理想汽车都成立十周年了，首款纯电 SUV 理想 i8 也即将发布了。随后李想发布了央视《对话》栏目的总结。IT之家附李想的央视《对话》栏目总结如下：1. 关于发脾气这件事：相信最有名的莫过于“听我讲完”那次，其实是当时有选手在弄虚作假，我确实急了，只是节目组把前因后果都剪掉了，也就是断章取义了！在平时，我遇到逻辑不通、得过且过、违背公司价值观的情况，脾气也会不好。但团队里敢跟我吵架的人还是有不少的，尤其在开产品会时吵架甚至是常态，吵着吵着，真正的用户需求和价值才能显露出来。2. 我和极飞科技的彭斌、银河通用的王鹤早年间就有交集。彭斌创业 18 年始终专注农业无人机领域，十多年前，我在车库咖啡听过他的想法，如今他带领企业提升农业生产效率，这份坚持特别难得；王鹤作为 90 后，一边在北大授课，一边把人形机器人技术，落地做成商业化解决方案，这份魄力也很了不起。无论是 80 后还是 90 后，我们这些 AI 时代的创业者，都在用 AI 技术解决物理世界的问题。3. 跟雷总、李斌、何小鹏他们吃饭，哪怕观点冲突，我们彼此之间也会坦诚相待开诚布公的说。之前雷总问过我造车建议，我的核心一句话：“小米车要想成功，你必须 all in”。后来小米汽车的接连成功，也证明了雷总在硬件能力上，确实有非常多值得我们学习的地方！4. 创业不是紧绷着硬熬，而是越做越知道怎么抓重点。我每天的时间分配是 631 原则：60% 扎在组织建设（员工培训、文化沟通这些“软基建”）中，30% 留给产品评审（管太多反而添乱），10% 扑在 AI 相关新知识充电上，关键是想清楚“不做什么”。我现在经常能做到一天手机不响，够松弛吧？5. 节目里谈到“做产品，外观是否要优先考虑”的问题，我想说，理想 MEGA 刚上市时被黑水军带节奏打得很惨，但一年后的现在，MEGA 已经是 50 万以上 MPV 销量第一了。只要目标用户喜欢，就是对的设计。6. 为什么做纯电？其实当年做增程，投资人都说“做纯电才给投钱”，但我们还是把解决用户的续航焦虑放在第一位，我们是为家庭用户造车，不是为投资人造车。到后来我们做纯电，很多因为我们增程成功而来的投资人又开始反对。实际上，现在我们的 5C 纯电车和高速及城市的大量理想超充站，已经可以完全解决纯电车的续航焦虑问题了。理想汽车是全世界第一个量产 5C 的（还是中国高速充电站最多的车企，到今天有 955 座还在持续快速增加），马上上市的理想 i8 和理想 i6，10 分钟就能充 500 公里，充电体验已经达到燃油车水平了。7. 未来我们就盯着一件事：AI 硬件终端做出像 iPhone 那样颠覆性的产品。我觉得理想汽车是我的最后一次创业，我们最终一定不是个标准的汽车企业，如果按照我的定义，我们会是个空间机器人企业。","news_type":1,"symbols_score_info":{"02015":1,"EVS.SI":0.6,"LI":1,"MACW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":776,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":453938639745128,"gmtCreate":1751847512080,"gmtModify":1751847513772,"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":"人生经理过大起大落，的确抗压能力最强","listText":"人生经理过大起大落，的确抗压能力最强","text":"人生经理过大起大落，的确抗压能力最强","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/453938639745128","repostId":"2549530321","repostType":2,"repost":{"id":"2549530321","kind":"news","pubTimestamp":1751782812,"share":"https://www.laohu8.com/m/news/2549530321?lang=&edition=full","pubTime":"2025-07-06 14:20","market":"hk","language":"zh","title":"一次清零680亿债务，孙宏斌扛过来了！","url":"https://stock-news.laohu8.com/highlight/detail?id=2549530321","media":"起点财经","summary":"作者：牲产队长来源：牲产队文章已获授权一次清零680亿债务，孙宏斌算是慢慢扛过来了。孙宏斌的债清零了，自然是有别的人在承担。不管欠多少，100万还是100个亿，全额债转股，从债主变股东。可实际上，当前融创港股的价格是1.5港元。但实际上，损失远不只是60%。哪怕卖出156亿，属于融创的也就15.6亿。北京壹号院通过债转股，也只剩10%股权了。只要把楼卖掉，各大金融机构就能迅速回款，而融创也能甩掉债权，清空债务。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20250706142205200v15273vc9ze5y1o\"/><p>作者：牲产队长</p><p>来源：牲产队</p><p>文章已获授权</p><p>一次清零680亿债务，孙宏斌算是慢慢扛过来了。可这么大一笔债，怎么清零的呢？按当前的金价计算，相当于100吨黄金了。<a href=\"https://laohu8.com/S/01918\">融创</a>早就没钱了，就连王健林都在甩卖万达广场，套现还债。怎么孙宏斌680亿的债务，一波就清零了呢？这源于一揽子的化债方案。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250706142216684v152rjyim62bpmu\"/><p>大家都要明白一点，<strong>债务从来都不会消失，只是会转移。</strong>孙宏斌的债清零了，自然是有别的人在承担。那谁承担了呢？看融创的化债方案就知道了。</p><p>这笔债，融创只提供了一种化债选择，那就是全额债权转股权。啥意思呢？不管欠多少，100万还是100个亿，全额债转股，从债主变股东。转股价呢？按最低3.5港元计算。可实际上，当前融创港股的价格是1.5港元。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250706142223211v152080d7ex5vb1\"/><p>也就是说，按3.5港元来转股，债主直接每股亏2港元，损失约60%。但实际上，损失远不只是60%。因为哪怕融创的股价上涨到3.5港元，债主也是亏的。它不是按照你回本来给你定价的，而是按你最多能接受亏多少，来给你定价的。</p><p>要是融创股价能回调到3.5港元以上，那你就还能收回不少钱。但要是持续维持在2港元以下，那你基本就是鸡飞蛋打了。那这么不公平的化债，为什么投资方会愿意接受呢？主要原因有两个：<strong>一是，没得选，不接受，也没办法了。</strong>融创没有钱了，你拼了命也追不回来。这种情况下，就只能是拿回多少，是多少了。拿不回来的，也没办法了。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250706142239395v152wq9r6r9tgyl\"/><p><strong>二是，融创确实找到了一种盘活<span>资产</span>的新模式。</strong>在融创的资产包中，还有不少的优质地块项目。比如上海外滩壹号院，在引入<a href=\"https://laohu8.com/S/06030\">中信</a>、浦发等金融财团投资后，该项目就被盘活了。它不仅被盘活了，还卖出了一个全国冠军！2024年，该楼盘一经发售，就全部卖光，单价17万元/平以上，总成交额156亿，成为2024年的中国楼盘年度销冠。</p><p>北京壹号院也采取同样的模式，单价17万元起，开盘第一天，认购金额就达到56亿。这两个楼盘都有两个共同的特点，一是地块稀缺，二是，主打高档豪宅小区。此外，融创还有重庆湾、武汉桃花源等高端项目，货值高达<a href=\"https://laohu8.com/S/SBAY\">数百亿</a>。</p><p>看起来，规模确实挺大，但融创持股的股权却已经很少了。比如上海外滩壹号院，现在的主导者是中信集团，融创只剩10%股权。哪怕卖出156亿，属于融创的也就15.6亿。北京壹号院通过债转股，也只剩10%股权了。</p><img src=\"https://mmbiz.qpic.cn/mmbiz_png/iazG1Weex64pPOFkdmZUWDI6ibYO31WzKXuxmY1NZl2RJTWTbdbg9oWCzrfXBB2UQDxLQyH5UgoUMZcRpKcwuWaA/640?wx_fmt=png&amp;from=appmsg\"/><p>也就是说，融创的债权转股权，投资者之所以愿意接受，核心就在于，大债主可以自己操盘，直接上手，亲自卖楼。这些楼因地块稀缺，主打高档，在市场上反而是供不应求。只要把楼卖掉，各大金融机构就能迅速回款，而融创也能甩掉债权，清空债务。</p><p>它的本质上，买豪宅的富人替融创把债清了。也就是说，融创现金流承压，但它手里的很多项目还是值钱的，债主为了减少损失，也愿意接盘。<strong>融创的股票不值钱，但融创手里囤的豪宅地块，却依然值钱！</strong></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>一次清零680亿债务，孙宏斌扛过来了！</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一次清零680亿债务，孙宏斌扛过来了！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-06 14:20 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250706142323a4397726&s=b><strong>起点财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：牲产队长来源：牲产队文章已获授权一次清零680亿债务，孙宏斌算是慢慢扛过来了。可这么大一笔债，怎么清零的呢？按当前的金价计算，相当于100吨黄金了。融创早就没钱了，就连王健林都在甩卖万达广场，套现还债。怎么孙宏斌680亿的债务，一波就清零了呢？这源于一揽子的化债方案。大家都要明白一点，债务从来都不会消失，只是会转移。孙宏斌的债清零了，自然是有别的人在承担。那谁承担了呢？看融创的化债方案就知道...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250706142323a4397726&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1555":"内房股","BK1240":"房地产开发","BK1521":"挪威政府全球养老基金持仓","01918":"融创中国"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250706142323a4397726&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2549530321","content_text":"作者：牲产队长来源：牲产队文章已获授权一次清零680亿债务，孙宏斌算是慢慢扛过来了。可这么大一笔债，怎么清零的呢？按当前的金价计算，相当于100吨黄金了。融创早就没钱了，就连王健林都在甩卖万达广场，套现还债。怎么孙宏斌680亿的债务，一波就清零了呢？这源于一揽子的化债方案。大家都要明白一点，债务从来都不会消失，只是会转移。孙宏斌的债清零了，自然是有别的人在承担。那谁承担了呢？看融创的化债方案就知道了。这笔债，融创只提供了一种化债选择，那就是全额债权转股权。啥意思呢？不管欠多少，100万还是100个亿，全额债转股，从债主变股东。转股价呢？按最低3.5港元计算。可实际上，当前融创港股的价格是1.5港元。也就是说，按3.5港元来转股，债主直接每股亏2港元，损失约60%。但实际上，损失远不只是60%。因为哪怕融创的股价上涨到3.5港元，债主也是亏的。它不是按照你回本来给你定价的，而是按你最多能接受亏多少，来给你定价的。要是融创股价能回调到3.5港元以上，那你就还能收回不少钱。但要是持续维持在2港元以下，那你基本就是鸡飞蛋打了。那这么不公平的化债，为什么投资方会愿意接受呢？主要原因有两个：一是，没得选，不接受，也没办法了。融创没有钱了，你拼了命也追不回来。这种情况下，就只能是拿回多少，是多少了。拿不回来的，也没办法了。二是，融创确实找到了一种盘活资产的新模式。在融创的资产包中，还有不少的优质地块项目。比如上海外滩壹号院，在引入中信、浦发等金融财团投资后，该项目就被盘活了。它不仅被盘活了，还卖出了一个全国冠军！2024年，该楼盘一经发售，就全部卖光，单价17万元/平以上，总成交额156亿，成为2024年的中国楼盘年度销冠。北京壹号院也采取同样的模式，单价17万元起，开盘第一天，认购金额就达到56亿。这两个楼盘都有两个共同的特点，一是地块稀缺，二是，主打高档豪宅小区。此外，融创还有重庆湾、武汉桃花源等高端项目，货值高达数百亿。看起来，规模确实挺大，但融创持股的股权却已经很少了。比如上海外滩壹号院，现在的主导者是中信集团，融创只剩10%股权。哪怕卖出156亿，属于融创的也就15.6亿。北京壹号院通过债转股，也只剩10%股权了。也就是说，融创的债权转股权，投资者之所以愿意接受，核心就在于，大债主可以自己操盘，直接上手，亲自卖楼。这些楼因地块稀缺，主打高档，在市场上反而是供不应求。只要把楼卖掉，各大金融机构就能迅速回款，而融创也能甩掉债权，清空债务。它的本质上，买豪宅的富人替融创把债清了。也就是说，融创现金流承压，但它手里的很多项目还是值钱的，债主为了减少损失，也愿意接盘。融创的股票不值钱，但融创手里囤的豪宅地块，却依然值钱！","news_type":1,"symbols_score_info":{"01918":1}},"isVote":1,"tweetType":1,"viewCount":319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":450048125915504,"gmtCreate":1750901379880,"gmtModify":1750901622080,"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":"除了抄袭和安全差，其他方面尽善尽美","listText":"除了抄袭和安全差，其他方面尽善尽美","text":"除了抄袭和安全差，其他方面尽善尽美","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/450048125915504","repostId":"2546219806","repostType":2,"repost":{"id":"2546219806","kind":"live","pubTimestamp":1750846820,"share":"https://www.laohu8.com/m/news/2546219806?lang=&edition=full","pubTime":"2025-06-25 18:20","market":"hk","language":"zh","title":"雷军：YU7开售初期的订单表现如果能超过SU7同期 就相当满意","url":"https://stock-news.laohu8.com/highlight/detail?id=2546219806","media":"格隆汇","summary":"小米创办人、董事长兼CEO雷军在其微博发文称：“明晚，小米YU7就要发布了。这将是小米汽车的一场关键大考。因为，SUV是汽车行业真正的主战场，YU7即将迎来最残酷的竞争。SUV这个领域强手如云，虽然我","content":"<html><body><p>小米创办人、董事长兼CEO雷军在其微博发文称：“明晚，小米YU7就要发布了。这将是小米汽车的一场关键大考。因为，SUV是汽车行业真正的主战场，YU7即将迎来最残酷的竞争。SUV这个领域强手如云，虽然我们有足够的信心，但我们依然战战兢兢、如履薄冰，我们肯定会全力以赴。YU7开售初期的订单表现，如果能超过SU7同期，我就相当满意。”</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>雷军：YU7开售初期的订单表现如果能超过SU7同期 就相当满意</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","SG9999003461.SGD":"United Asia Pacific Infrastructure SGD","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU0823426308.USD":"法巴中国股票基金","BK1589":"北水核心资产","IE0032431581.USD":"PINEBRIDGE GREATER CHINA EQUITY \"A\" (USD) ACC","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","01810":"小米集团-W","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","BK4607":"DeepSeek概念股","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) 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08:24","market":"sh","language":"zh","title":"AI龙头归来！股东会当日，英伟达创出新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2546227401","media":"华尔街见闻","summary":"黄仁勋在股东会上乐观表态，称AI和机器人技术带来“数万亿美元机会”，英伟达正处于为期十年的AI基础设施建设浪潮的起点。周三，英伟达股价大涨4.3%至154.31美元，再创历史新高；自4月低点来，英伟达市值已累计上涨1.42万亿美元，完全收复失地。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>股价创历史新高，重夺全球市值第一宝座。</p><p>周三，<strong>英伟达股价大涨4.3%至154.31美元，再创历史新高，市值达到3.77万亿美元，超越<a href=\"https://laohu8.com/S/MSFT\">微软</a>成为全球市值最大的公司。</strong>这标志着这家芯片巨头从年初的重挫中完全复苏，抹去了此前1.4万亿美元的市值损失。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/09f2145e2822de47274bd259f9c7c7fc\" tg-width=\"1024\" tg-height=\"524\"/></p><p>这一涨势得益于黄仁勋在英伟达年度股东大会上的乐观表态。</p><p>会上，黄仁勋强调<strong>AI和机器人技术带来“数万亿美元机会”，并指出全球对“主权AI”的需求正在增长，英伟达正处于为期十年的AI基础设施建设浪潮的起点。</strong></p><p>此外，市场对科技巨头可能削减AI基础设施支出的担忧也已明显缓解。在最新发布的财报中，这些公司重申了对AI投资的承诺，支撑了英伟达的增长前景，同时也为投资者注入了信心。</p><h2 id=\"id_58414895\">AI需求驱动股价反弹</h2><p>英伟达的股价回升反映了市场对AI需求持续增长的认可。</p><p>黄仁勋在股东大会上透露，<strong>仅微软在近一个季度处理AI模型的请求量就比去年同期增加了五倍以上。</strong>此外，英伟达支持的<a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a>等“neocloud（云端新秀）”AI公司股价自3月纳斯达克上市以来已上涨超300%，显示出AI长期增长前景的吸引力。</p><p>与此同时，作为英伟达的关键存储供应商，美光科技周三公布的季度收入达到创纪录的93亿美元，超出华尔街预期的89亿美元，并对AI需求增长给出积极预测——这进一步佐证了AI硬件市场的强劲势头。</p><h2 id=\"id_6613882\">从低谷到巅峰，市值恢复1.42万亿美元</h2><p>英伟达今年经历了戏剧性的股价波动。</p><p>今年年初，由于“DeepSeek冲击”引发市场对英伟达主导地位的担忧，<strong>英伟达4月股价暴跌至94.21美元的低点，较年初下跌37%，市值蒸发近6000亿美元。</strong></p><p>从4月低点反弹至周三收盘，英伟达市值已累计上涨约1.42万亿美元，完全收复失地并创出新高。该股连续三个交易日上涨，超越了1月份149.43美元的前期纪录。</p><h2 id=\"id_72430094\">华尔街看好英伟达增长前景</h2><p>多重积极因素推动了英伟达股价的强劲反弹。</p><p>研究公司Futurum Group首席执行官Daniel Newman表示，<strong>英伟达的反弹源于其惊人的技术优势</strong>：</p><blockquote><p>“尽管<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>和微软等云服务商有意构建自己的垂直整合AI基础设施，但目前最佳技术堆栈仍然是英伟达。”</p></blockquote><p><a href=\"https://laohu8.com/S/BCS\">巴克莱银行</a>分析师将英伟达目标价上调至200美元，预计公司市值可能达到4.9万亿美元，较当前股价还有38%的上涨空间。</p><p>该行分析师指出，<strong>Blackwell平台的上线和供应链的积极反馈显示出AI硬件需求的强劲，</strong>特别是agentic AI（自主完成任务的AI软件）的应用增长。</p><p>伯恩斯坦研究团队也表示，<strong>包括英伟达在内的大型芯片股将受益于科技公司对AI需求的巨额资本支出以及主权AI的发展。</strong></p><p>英伟达还在会上承诺每年推出一款AI芯片，并计划在Blackwell系统之后推出Vera Rubin芯片。近期，英伟达与沙特阿拉伯和阿联酋等国签署了主权基础设施协议，显示其全球布局的野心。</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>AI龙头归来！股东会当日，英伟达创出新高</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/92a41d20711c9fa4b2aa3cc62ea62948","relate_stocks":{"LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","2NVD.UK":"2X NVIDIA ETP","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","3NVD.UK":"LS 3X NVIDIA","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","NVDS":"Tradr 1.5X Short NVDA Daily ETF","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc 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ACC"},"source_url":"https://wallstreetcn.com/articles/3749852","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2546227401","content_text":"英伟达股价创历史新高，重夺全球市值第一宝座。周三，英伟达股价大涨4.3%至154.31美元，再创历史新高，市值达到3.77万亿美元，超越微软成为全球市值最大的公司。这标志着这家芯片巨头从年初的重挫中完全复苏，抹去了此前1.4万亿美元的市值损失。这一涨势得益于黄仁勋在英伟达年度股东大会上的乐观表态。会上，黄仁勋强调AI和机器人技术带来“数万亿美元机会”，并指出全球对“主权AI”的需求正在增长，英伟达正处于为期十年的AI基础设施建设浪潮的起点。此外，市场对科技巨头可能削减AI基础设施支出的担忧也已明显缓解。在最新发布的财报中，这些公司重申了对AI投资的承诺，支撑了英伟达的增长前景，同时也为投资者注入了信心。AI需求驱动股价反弹英伟达的股价回升反映了市场对AI需求持续增长的认可。黄仁勋在股东大会上透露，仅微软在近一个季度处理AI模型的请求量就比去年同期增加了五倍以上。此外，英伟达支持的CoreWeave等“neocloud（云端新秀）”AI公司股价自3月纳斯达克上市以来已上涨超300%，显示出AI长期增长前景的吸引力。与此同时，作为英伟达的关键存储供应商，美光科技周三公布的季度收入达到创纪录的93亿美元，超出华尔街预期的89亿美元，并对AI需求增长给出积极预测——这进一步佐证了AI硬件市场的强劲势头。从低谷到巅峰，市值恢复1.42万亿美元英伟达今年经历了戏剧性的股价波动。今年年初，由于“DeepSeek冲击”引发市场对英伟达主导地位的担忧，英伟达4月股价暴跌至94.21美元的低点，较年初下跌37%，市值蒸发近6000亿美元。从4月低点反弹至周三收盘，英伟达市值已累计上涨约1.42万亿美元，完全收复失地并创出新高。该股连续三个交易日上涨，超越了1月份149.43美元的前期纪录。华尔街看好英伟达增长前景多重积极因素推动了英伟达股价的强劲反弹。研究公司Futurum Group首席执行官Daniel Newman表示，英伟达的反弹源于其惊人的技术优势：“尽管亚马逊和微软等云服务商有意构建自己的垂直整合AI基础设施，但目前最佳技术堆栈仍然是英伟达。”巴克莱银行分析师将英伟达目标价上调至200美元，预计公司市值可能达到4.9万亿美元，较当前股价还有38%的上涨空间。该行分析师指出，Blackwell平台的上线和供应链的积极反馈显示出AI硬件需求的强劲，特别是agentic AI（自主完成任务的AI软件）的应用增长。伯恩斯坦研究团队也表示，包括英伟达在内的大型芯片股将受益于科技公司对AI需求的巨额资本支出以及主权AI的发展。英伟达还在会上承诺每年推出一款AI芯片，并计划在Blackwell系统之后推出Vera Rubin芯片。近期，英伟达与沙特阿拉伯和阿联酋等国签署了主权基础设施协议，显示其全球布局的野心。","news_type":1,"symbols_score_info":{"2NVD.UK":0.6,"3NVD.UK":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1,"NVDD":0.6,"NVDL":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":705,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449683881403088,"gmtCreate":1750812621533,"gmtModify":1750812622441,"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":"that's reasonable indeed","listText":"that's reasonable indeed","text":"that's reasonable indeed","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449683881403088","repostId":"2545447406","repostType":2,"repost":{"id":"2545447406","kind":"news","pubTimestamp":1750744146,"share":"https://www.laohu8.com/m/news/2545447406?lang=&edition=full","pubTime":"2025-06-24 13:49","market":"us","language":"zh","title":"Benchmark上调Coinbase目标价至421美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2545447406","media":"金融界","summary":"Benchmark将Coinbase的目标价从301美元上调至421美元，维持“买入”评级。","content":"<html><body><div>Benchmark将<a href=\"https://laohu8.com/S/COIN\">Coinbase</a>的目标价从301美元上调至421美元，维持“买入”评级。</div></body></html>","source":"jinrongjie_stock","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>Benchmark上调Coinbase目标价至421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; 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\">\nBenchmark上调Coinbase目标价至421美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-24 13:49 北京时间&nbsp;&nbsp;&nbsp;<a href=https://24h.jrj.com.cn/2025/06/24134951261093.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Benchmark将Coinbase的目标价从301美元上调至421美元，维持“买入”评级。</p>\n\n<a href=\"https://24h.jrj.com.cn/2025/06/24134951261093.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"COIN":"Coinbase Global, Inc."},"source_url":"https://24h.jrj.com.cn/2025/06/24134951261093.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2545447406","content_text":"Benchmark将Coinbase的目标价从301美元上调至421美元，维持“买入”评级。","news_type":1,"symbols_score_info":{"COIN":1}},"isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":446910448361488,"gmtCreate":1750130480346,"gmtModify":1750130481356,"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":"牛","listText":"牛","text":"牛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/446910448361488","repostId":"2544845939","repostType":4,"repost":{"id":"2544845939","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1750124302,"share":"https://www.laohu8.com/m/news/2544845939?lang=&edition=full","pubTime":"2025-06-17 09:38","market":"nz","language":"zh","title":"孙宇晨要上市了，特朗普小儿子将加入！这只股票隔夜暴涨647%","url":"https://stock-news.laohu8.com/highlight/detail?id=2544845939","media":"华尔街见闻","summary":"币圈最具争议的人物——孙宇晨即将带领他的波场（Tron）借壳上市，壳公司SRM Entertainment股价一夜飙升647%。这笔交易由与特朗普家族关系密切的投资银行Dominari证券操作，Eric Trump预计将在新公司担任职务。四个月前美国SEC还在指控孙宇晨操纵市场，如今他已华丽转身。","content":"<html><head></head><body><p>高调参加完特朗普的币圈晚宴后，加密富豪孙宇晨创立的数字资产平台波场（Tron）要借壳上市了，壳公司隔夜暴涨647%。耐人寻味的是，这背后的操盘方是和特朗普的儿子们关系密切的投行。</p><p>据市场报道，孙宇晨的加密平台波场（Tron）已与纳斯达克上市公司<a href=\"https://laohu8.com/S/SRM\">SRM Entertainment</a>达成反向并购协议。新实体计划注入价值2.1亿美元的代币资产，并更名为“Tron Inc.”。该交易发生在美国证券交易委员会（ SEC）暂停对孙宇晨涉嫌市场操纵诉讼的关键时期，且由特朗普家族密切关联的Dominari证券公司操盘。</p><p>本次借壳上市的操盘方Dominari证券公司的总部就位于特朗普大厦，且美国总统特朗普长子小唐纳德（Donald Trump Jr.）与次子埃里克（Eric Trump）已于今年2月加入其母公司<a href=\"https://laohu8.com/S/DOMH\">Dominari Holdings</a>顾问委员会，消息公布前该公司股价580%的异常涨幅曾引发监管关注。知情人士还透露，埃里克预计将在新成立的“Tron Inc”中担任重要职务。</p><p>而 <a href=\"https://laohu8.com/S/SRM\">SRM Entertainment, Inc.</a> 作为壳公司，在并购消息刺激下股价在隔夜一度飙升647%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/6ab11ee14f93e3cb85e8f950db41f533\" tg-width=\"560\" tg-height=\"240\"/></p><p>据悉，“Tron Inc”将采用MicroStrategy创始人Michael Saylor的战术，购买并持有Tron代币，将自己打造成一个加杠杆的数字资产投资工具。</p><h2 id=\"id_2505267570\">争议人物的华丽转身</h2><p>孙宇晨长期被视为加密币行业最具争议的人物之一，以博眼球的炒作手段闻名。2019年，他以460万美元拍下与沃伦·巴菲特共进午餐的慈善拍卖，但最后却放了股神的“鸽子”。去年，他又花费620万美元购买了一根贴在墙上的香蕉艺术品，随后当着全世界媒体的面将其吃掉。</p><p>前段时间，他还高调出席特朗普的晚宴。华尔街见闻文章提及，晚宴邀请了220位“特朗普币”的最大持有者，身为“榜一大哥”的孙宇晨成为全场焦点。孙宇晨不仅在晚宴上与特朗普亲密互动，还被隆重邀请上台，戴上特朗普送出的价值10万美元的特朗普品牌金表，抢尽风头。</p><p>而就在前两年，孙宇晨还是美国监管部门重点关注的对象。2023年，美国证券交易委员会指控孙宇晨及其三家公司（包括Tron）销售未注册证券并操纵市场。然而，当特朗普释放出对加密币行业采取宽松监管态度的信号后，<strong>SEC与孙宇晨在今年2月共同向法院提交了暂停诉讼的动议，以探索潜在的和解方案。</strong></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>孙宇晨要上市了，特朗普小儿子将加入！这只股票隔夜暴涨647%</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://wallstreetcn.com/articles/3749237><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>高调参加完特朗普的币圈晚宴后，加密富豪孙宇晨创立的数字资产平台波场（Tron）要借壳上市了，壳公司隔夜暴涨647%。耐人寻味的是，这背后的操盘方是和特朗普的儿子们关系密切的投行。据市场报道，孙宇晨的加密平台波场（Tron）已与纳斯达克上市公司SRM Entertainment达成反向并购协议。新实体计划注入价值2.1亿美元的代币资产，并更名为“Tron Inc.”。该交易发生在美国证券交易委员会（...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3749237\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8c1218f24aa412245e9defd57717c9d3","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3749237","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2544845939","content_text":"高调参加完特朗普的币圈晚宴后，加密富豪孙宇晨创立的数字资产平台波场（Tron）要借壳上市了，壳公司隔夜暴涨647%。耐人寻味的是，这背后的操盘方是和特朗普的儿子们关系密切的投行。据市场报道，孙宇晨的加密平台波场（Tron）已与纳斯达克上市公司SRM Entertainment达成反向并购协议。新实体计划注入价值2.1亿美元的代币资产，并更名为“Tron Inc.”。该交易发生在美国证券交易委员会（ 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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":3191,"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":2333,"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":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 type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n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":{"BK4141":"半导体产品","AMD":"美国超微公司","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","BK4529":"IDC概念","BK4602":"量子计算概念","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) 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ACC"},"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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