信仰接盘的个人主页 - 老虎社区

信仰接盘

信仰接盘

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IP属地：重庆

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5粉丝

1主题

0勋章

08-02

画k线啦

特朗普称收到伊朗请求暂缓攻击，同意取消对伊打击以换取协议

07-20

她就是短线炒着玩

方舟投资减持1170万美元超威半导体股票持续调整科技股仓位

07-17

特朗普还不出来救市？

07-15

实打实的稳稳的幸福

国家统计局：上半年国内生产总值695704亿元，同比增长4.7%

07-10

木头脑壳解我求你不要买amd

“木头姐”再度调整持仓，加码Meta、减持AMD

07-08

我求你不要买amd

凯茜·伍德在股价下跌之际加倍押注SpaceX，继续抛售AMD股票

06-14

木头姐9️⃣炒短线的主

抛AMD、减持特斯拉，木头姐4.4亿美元重仓SpaceX

03-26

借你吉言

01-29

特朗普下台了

报道：供应链消息称，苹果之后，英伟达下一代GPU也将合作英特尔，以取悦特朗普

2025-11-03

无所谓反正要涨

2025-10-15

黄金又新高了

2025-10-09

$美国超微公司(AMD)$ 前几年就没好好涨过这次一次性补回来

2025-09-25

到处要饭哈哈哈哈哈哈

2025-09-22

$美国超微公司(AMD)$ 微软也入股amd吧

2025-08-07

两年前就227了现在涨到227也不过分吧

AMD还不是下一个英伟达

2025-08-07

中国人没钱了

迪士尼：主题公园人均消费增幅达两年最佳但中国市场稍微有些挑战

2025-05-30

玩儿是吧

汇丰唱多AMD：目标价升至100美元，三大驱动力推动评级上调

2025-03-23

算利好还是大利好还是超大利好

AMD获青睐！甲骨文大手笔采购3万块MI355X

2025-02-20

amd收购inter不就行了

Intel想卖掉自己几乎不可能！先问问AMD答不答应

2025-01-09

$美国超微公司(AMD)$ 汇丰算个机扒

去老虎APP查看更多动态

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10:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月2日，美国总统特朗普在社交平台发文称，美国已经做好准备，以自二战以来未曾见过的军事威慑、力量和实力的水平对抗伊朗。尽管如此，我们刚刚收到伊朗和其他中东国家的请求，希望我们暂缓任何攻击，因为已经达成了一项协议的框架。这将包括霍尔木兹海峡的立即、完全和彻底开放，以及结束伊朗的核威胁。基于这一请求，我同意为了世界的未来利益，以及成功和繁荣的伊朗的生存，取消攻击，前提是能够迅速达成协议。以色列与我共同承诺这一点。大家开始行动，完成这项工作。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/cf8deb964fe83a788e7ae02a962af884","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148657292","content_text":"8月2日，美国总统特朗普在社交平台发文称，美国已经做好准备，以自二战以来未曾见过的军事威慑、力量和实力的水平对抗伊朗。尽管如此，我们刚刚收到伊朗和其他中东国家的请求，希望我们暂缓任何攻击，因为已经达成了一项协议的框架。这将包括霍尔木兹海峡的立即、完全和彻底开放，以及结束伊朗的核威胁。基于这一请求，我同意为了世界的未来利益，以及成功和繁荣的伊朗的生存，取消攻击，前提是能够迅速达成协议。以色列与我共同承诺这一点。大家开始行动，完成这项工作。","news_type":1,"symbols_score_info":{"CLmain":2,"BZmain":2}},"isVote":1,"tweetType":1,"viewCount":98,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":587804110386144,"gmtCreate":1784538298661,"gmtModify":1784538300598,"author":{"id":"3535856219166205","authorId":"3535856219166205","name":"信仰接盘","avatar":"https://static.tigerbbs.com/bb6e710950b9f1b0c57eabc3b7e0a5de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3535856219166205","idStr":"3535856219166205"},"themes":[],"title":"","htmlText":"她就是短线炒着玩","listText":"她就是短线炒着玩","text":"她就是短线炒着玩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/587804110386144","repostId":"2652726005","repostType":2,"repost":{"id":"2652726005","kind":"news","pubTimestamp":1784530500,"share":"https://www.laohunote.com/m/news/2652726005?lang=zh_CN&edition=full","pubTime":"2026-07-20 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href=\"https://laohu8.com/S/AMD\">AMD</a></span><span></span>）股票。在芯片板块波动加剧的背景下，方舟投资正加速缩减部分硬件半导体持仓，并将资金重新配置至其他科技领域。</p>\n<p>　　公开交易数据显示，方舟投资本次抛售涉及旗下多支核心基金，单日共计减持超威半导体股票数万股，套现约1170万美元。此前数个交易日内，该机构已连续多轮下调对超威半导体的持仓比例。受市场资金轮动及行业预期调整等因素影响，超威半导体近期股价持续承压走低。</p>\n<p>　　市场分析指出，伍德团队的减持操作反映出其投资组合策略的显著转变。随着人工智能及半导体产业链估值进入分化阶段，方舟投资正逐步减少对部分高估值或短期盈利承压的芯片龙头企业的资金暴露，转而将资金投向商业航天、数字金融及软件服务等新兴增长领域。</p>\n<p>　　行业观察人士认为，作为华尔街科技股投资的代表性机构，方舟投资对半导体巨头持仓的连续下调，折射出机构投资者对芯片行业短期基本面与长期估值空间的分歧。在美股科技板块资金调仓换股加剧的背景下，此类头部机构的仓位调整或将进一步引发相关个股的短期市场波动。</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：龙运翔 </p>\n</div></body></html>","source":"sina","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\" 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#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方舟投资减持1170万美元超威半导体股票 持续调整科技股仓位\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-20 14:55 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2026-07-20/doc-iniimuye9739627.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>知名投资人凯茜·伍德（Cathie Wood，“木头姐”）旗下的方舟投资管理公司（ARK Invest）日前继续调整资产配置，通过旗下多支交易所交易基金（ETF）减持了价值约1170万美元的超威半导体公司（AMD）股票。在芯片板块波动加剧的背景下，方舟投资正加速缩减部分硬件半导体持仓，并将资金重新配置至其他科技领域。\n　　公开交易数据显示，方舟投资本次抛售涉及旗下多支核心基金，单日共计减持超威...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-07-20/doc-iniimuye9739627.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"AMD":"美国超微公司","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","AMDU":"Defiance Leveraged Long + Income AMD ETF","AMDW":"Roundhill AMD WeeklyPay ETF","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","AMDY":"AMD期权收益策略ETF-YieldMax","CHPS":"XTRACKERS SEMICONDUCTOR SELECT EQUITY ETF","SMH":"半导体指数ETF-HOLDRs","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE 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Innovation and Tech Active ETF","BK4512":"苹果概念","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-07-20/doc-iniimuye9739627.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2652726005","content_text":"知名投资人凯茜·伍德（Cathie Wood，“木头姐”）旗下的方舟投资管理公司（ARK Invest）日前继续调整资产配置，通过旗下多支交易所交易基金（ETF）减持了价值约1170万美元的超威半导体公司（AMD）股票。在芯片板块波动加剧的背景下，方舟投资正加速缩减部分硬件半导体持仓，并将资金重新配置至其他科技领域。\n　　公开交易数据显示，方舟投资本次抛售涉及旗下多支核心基金，单日共计减持超威半导体股票数万股，套现约1170万美元。此前数个交易日内，该机构已连续多轮下调对超威半导体的持仓比例。受市场资金轮动及行业预期调整等因素影响，超威半导体近期股价持续承压走低。\n　　市场分析指出，伍德团队的减持操作反映出其投资组合策略的显著转变。随着人工智能及半导体产业链估值进入分化阶段，方舟投资正逐步减少对部分高估值或短期盈利承压的芯片龙头企业的资金暴露，转而将资金投向商业航天、数字金融及软件服务等新兴增长领域。\n　　行业观察人士认为，作为华尔街科技股投资的代表性机构，方舟投资对半导体巨头持仓的连续下调，折射出机构投资者对芯片行业短期基本面与长期估值空间的分歧。在美股科技板块资金调仓换股加剧的背景下，此类头部机构的仓位调整或将进一步引发相关个股的短期市场波动。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：龙运翔","news_type":1,"symbols_score_info":{"CNAV":0.6,"AMDW":0.6,"SMHX":0.6,"AMD":1.95,"QQQA":0.6,"CHAT":0.6,"USXF":0.6,"AMUU":0.6,"WISE":0.6,"TTEQ":0.6,"FTXL":0.6,"BAI":0.6,"IETC":0.6,"AMDL":0.6,"AMDY":0.6,"ARTY":0.6,"SOXY":0.6,"CHPS":0.6,"AMDD":0.6,"TRFK":0.6,"AIQ":0.6,"PSI":0.6,"XNTK":0.6,"AMDG":0.6,"DAMD":0.6,"ILDR":0.6,"AIS":0.6,"TEK":0.6,"AMYY":0.6,"FAI":0.6,"SOXX":0.6,"AMDS":0.6,"WUGI":0.6,"LEGR":0.6,"SMH":0.6,"AMDU":0.6}},"isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":586600051479464,"gmtCreate":1784244338527,"gmtModify":1784248421982,"author":{"id":"3535856219166205","authorId":"3535856219166205","name":"信仰接盘","avatar":"https://static.tigerbbs.com/bb6e710950b9f1b0c57eabc3b7e0a5de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3535856219166205","idStr":"3535856219166205"},"themes":[],"title":"","htmlText":"特朗普还不出来救市？","listText":"特朗普还不出来救市？","text":"特朗普还不出来救市？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/586600051479464","isVote":1,"tweetType":1,"viewCount":255,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":586012109242936,"gmtCreate":1784100877142,"gmtModify":1784100878809,"author":{"id":"3535856219166205","authorId":"3535856219166205","name":"信仰接盘","avatar":"https://static.tigerbbs.com/bb6e710950b9f1b0c57eabc3b7e0a5de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3535856219166205","idStr":"3535856219166205"},"themes":[],"title":"","htmlText":"实打实的 稳稳的幸福","listText":"实打实的 稳稳的幸福","text":"实打实的 稳稳的幸福","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/586012109242936","repostId":"1113575317","repostType":2,"repost":{"id":"1113575317","kind":"news","pubTimestamp":1784081449,"share":"https://www.laohunote.com/m/news/1113575317?lang=zh_CN&edition=full","pubTime":"2026-07-15 10:10","market":"hk","language":"zh","title":"国家统计局：上半年国内生产总值695704亿元，同比增长4.7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1113575317","media":"央视新闻客户端","summary":"国务院新闻办今天上午召开新闻发布会，国家统计局发布上半年经济数据。数据显示，今年上半年，我国经济顶住压力运行在合理区间，生产供给较快增长，就业形势总体稳定，物价温和上涨，对外贸易增势良好，新动能快速成长，民生保障有力有效，发展韧性持续彰显。初步核算，上半年国内生产总值695704亿元，按不变价格计算，同比增长4.7%。","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9ab41bfe0808a8a193c05d98f24a0de\" data-align=\"center\" tg-width=\"1080\" tg-height=\"1732\"/><span></span></p><p style=\"text-align: justify;\">国务院新闻办今天上午召开新闻发布会，国家统计局发布上半年经济数据。数据显示，今年上半年，我国经济顶住压力运行在合理区间，生产供给较快增长，就业形势总体稳定，物价温和上涨，对外贸易增势良好，新动能快速成长，民生保障有力有效，发展韧性持续彰显。初步核算，上半年国内生产总值695704亿元，按不变价格计算，同比增长4.7%。</p></body></html>","source":"lsy1568181200495","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>国家统计局：上半年国内生产总值695704亿元，同比增长4.7%</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国家统计局：上半年国内生产总值695704亿元，同比增长4.7%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-15 10:10 北京时间&nbsp;&nbsp;&nbsp;<a href=https://content-static.cctvnews.cctv.com/snow-book/index.html?item_id=13496514202828693535&t=1784081181966&toc_style_id=feeds_default&track_id=7A4668EA-12F8-4E1F-9610-C7DBB720996E_805774185194&share_to=wechat><strong>央视新闻客户端</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>国务院新闻办今天上午召开新闻发布会，国家统计局发布上半年经济数据。数据显示，今年上半年，我国经济顶住压力运行在合理区间，生产供给较快增长，就业形势总体稳定，物价温和上涨，对外贸易增势良好，新动能快速成长，民生保障有力有效，发展韧性持续彰显。初步核算，上半年国内生产总值695704亿元，按不变价格计算，同比增长4.7%。</p>\n\n<a href=\"https://content-static.cctvnews.cctv.com/snow-book/index.html?item_id=13496514202828693535&t=1784081181966&toc_style_id=feeds_default&track_id=7A4668EA-12F8-4E1F-9610-C7DBB720996E_805774185194&share_to=wechat\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b597b4c4d4ec1ff149fc5ce95a60cda9","relate_stocks":{},"source_url":"https://content-static.cctvnews.cctv.com/snow-book/index.html?item_id=13496514202828693535&t=1784081181966&toc_style_id=feeds_default&track_id=7A4668EA-12F8-4E1F-9610-C7DBB720996E_805774185194&share_to=wechat","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113575317","content_text":"国务院新闻办今天上午召开新闻发布会，国家统计局发布上半年经济数据。数据显示，今年上半年，我国经济顶住压力运行在合理区间，生产供给较快增长，就业形势总体稳定，物价温和上涨，对外贸易增势良好，新动能快速成长，民生保障有力有效，发展韧性持续彰显。初步核算，上半年国内生产总值695704亿元，按不变价格计算，同比增长4.7%。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":584351270556712,"gmtCreate":1783695320922,"gmtModify":1783695323067,"author":{"id":"3535856219166205","authorId":"3535856219166205","name":"信仰接盘","avatar":"https://static.tigerbbs.com/bb6e710950b9f1b0c57eabc3b7e0a5de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3535856219166205","idStr":"3535856219166205"},"themes":[],"title":"","htmlText":"木头脑壳解 我求你不要买amd","listText":"木头脑壳解 我求你不要买amd","text":"木头脑壳解 我求你不要买amd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/584351270556712","repostId":"1138442146","repostType":2,"repost":{"id":"1138442146","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":1783694306,"share":"https://www.laohunote.com/m/news/1138442146?lang=zh_CN&edition=full","pubTime":"2026-07-10 22:38","market":"us","language":"zh","title":"“木头姐”再度调整持仓，加码Meta、减持AMD","url":"https://stock-news.laohu8.com/highlight/detail?id=1138442146","media":"老虎资讯综合","summary":"方舟投资创始人兼首席投资官Cathie Wood周四继续调整投资组合，大举加仓 $Meta Platforms, Inc.$，同时进一步减持芯片巨头 $美国超微公司$。这也是Meta将于7月29日公布第二季度业绩前的重要布局。此外，Meta近期持续加码AI业务，不仅推出首个付费AI模型，还宣布自研AI芯片将于9月进入量产阶段。与此同时，ARK继续减持AMD，合计卖出10774股，套现约560万美元。市场分析认为，此次减持更可能是获利了结及投资组合再平衡，并不代表ARK看空AMD的基本面。","content":"<html><head></head><body><p style=\"text-align: left;\">方舟投资（ARK Investment Management）创始人兼首席投资官Cathie Wood（“木头姐”）周四继续调整投资组合，大举加仓 <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a>，同时进一步减持芯片巨头 <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a>。</p><p style=\"text-align: left;\">根据ARK披露的最新交易数据，旗下多只ETF合计买入34080股Meta，按当日收盘价计算，涉资约2060万美元，为当日最大一笔买入交易。这也是Meta将于7月29日公布第二季度业绩前的重要布局。目前，华尔街预计Meta第二季度每股盈利约7.17美元，营收约601.9亿美元。此外，Meta近期持续加码AI业务，不仅推出首个付费AI模型，还宣布自研AI芯片将于9月进入量产阶段。</p><p style=\"text-align: left;\">与此同时，ARK继续减持AMD，合计卖出10774股，套现约560万美元。AMD股价自2026年以来累计上涨约140%。市场分析认为，此次减持更可能是获利了结及投资组合再平衡，并不代表ARK看空AMD的基本面。</p><p style=\"text-align: left;\">值得注意的是，今年2月AMD业绩公布后股价一度大跌17%，Cathie Wood曾逆势买入约14.1万股，投入约2800万美元，当时的建仓成本明显低于目前股价，因此本次减持也被视为兑现部分收益。</p><p style=\"text-align: left;\">除上述交易外，ARK当天还增持了 <a href=\"https://laohu8.com/S/CRCL\">Circle Internet Corp.</a></p><p style=\"text-align: left;\">和 <a href=\"https://laohu8.com/S/IONS\">Ionis Pharmaceuticals, Inc</a>，同时减持了 <a href=\"https://laohu8.com/S/HOOD\">Robinhood</a>、 <a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a>及 <a href=\"https://laohu8.com/S/NTRA\">Natera, Inc.</a>。</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>“木头姐”再度调整持仓，加码Meta、减持AMD</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“木头姐”再度调整持仓，加码Meta、减持AMD\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-07-10 22:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">方舟投资（ARK Investment Management）创始人兼首席投资官Cathie Wood（“木头姐”）周四继续调整投资组合，大举加仓 <a href=\"https://laohu8.com/S/META\">Meta Platforms, Inc.</a>，同时进一步减持芯片巨头 <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a>。</p><p style=\"text-align: left;\">根据ARK披露的最新交易数据，旗下多只ETF合计买入34080股Meta，按当日收盘价计算，涉资约2060万美元，为当日最大一笔买入交易。这也是Meta将于7月29日公布第二季度业绩前的重要布局。目前，华尔街预计Meta第二季度每股盈利约7.17美元，营收约601.9亿美元。此外，Meta近期持续加码AI业务，不仅推出首个付费AI模型，还宣布自研AI芯片将于9月进入量产阶段。</p><p style=\"text-align: left;\">与此同时，ARK继续减持AMD，合计卖出10774股，套现约560万美元。AMD股价自2026年以来累计上涨约140%。市场分析认为，此次减持更可能是获利了结及投资组合再平衡，并不代表ARK看空AMD的基本面。</p><p style=\"text-align: left;\">值得注意的是，今年2月AMD业绩公布后股价一度大跌17%，Cathie Wood曾逆势买入约14.1万股，投入约2800万美元，当时的建仓成本明显低于目前股价，因此本次减持也被视为兑现部分收益。</p><p style=\"text-align: left;\">除上述交易外，ARK当天还增持了 <a href=\"https://laohu8.com/S/CRCL\">Circle Internet Corp.</a></p><p style=\"text-align: left;\">和 <a href=\"https://laohu8.com/S/IONS\">Ionis Pharmaceuticals, Inc</a>，同时减持了 <a href=\"https://laohu8.com/S/HOOD\">Robinhood</a>、 <a href=\"https://laohu8.com/S/ROKU\">Roku Inc</a>及 <a href=\"https://laohu8.com/S/NTRA\">Natera, Inc.</a>。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"HOOY":"HOOD期权收益策略ETF-YieldMax","AMD":"美国超微公司","HOOZ":"2倍做空HOOD ETF-Defiance","CCUP":"T-REX 2x Long CRCL Daily Target ETF","HOOG":"2倍做多HOOD ETF- Leverage Shares","FBL":"2倍做多META ETF-GraniteShares","HOOD":"Robinhood","AMUU":"2倍做多AMD ETF-Direxion","ICRC":"Bitwise CRCL Option Income Strategy ETF","AMDU":"Defiance Leveraged Long + Income AMD ETF","ROBN":"2倍做多HOOD ETF-T-REX","METD":"1倍做空META ETF-Direxion","HODU":"Direxion Daily HOOD Bull 2X ETF","AMDW":"Roundhill AMD WeeklyPay ETF","AMYY":"GraniteShares YieldBOOST AMD ETF","CRCA":"Proshares Ultra CRCL","AMDY":"AMD期权收益策略ETF-YieldMax","METW":"Roundhill META WeeklyPay™ ETF","HOOI":"Defiance Leveraged Long + Income HOOD ETF","HOOX":"2倍做多HOOD ETF-Defiance","NTRA":"Natera, Inc.","CRCD":"T-REX 2X Inverse CRCLDaily Target ETF","HOII":"REX HOOD Growth & Income ETF","FBYY":"GraniteShares YieldBOOST META ETF","HOYY":"GraniteShares YieldBOOST HOOD ETF","CRCG":"2倍做多CRCL ETF-Leverage Shares","CRCO":"YIELDMAX CRCL OPTION INCOME STRATEGY ETF","META":"Meta Platforms, Inc.","ROKU":"Roku Inc","IONS":"Ionis Pharmaceuticals, Inc","AMDD":"1倍做空AMD ETF-Direxion","FBY":"META期权收益策略ETF-YieldMax","AMDG":"2倍做多AMD ETF- Leverage Shares","CRCL":"Circle Internet Corp.","HOOW":"Roundhill HOOD WeeklyPay™ ETF","DAMD":"2倍做空AMD ETF-Defiance","AMDL":"2倍做多AMD ETF-GraniteShares","METU":"2倍做多META ETF-Direxion"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138442146","content_text":"方舟投资（ARK Investment Management）创始人兼首席投资官Cathie Wood（“木头姐”）周四继续调整投资组合，大举加仓 Meta Platforms, Inc.，同时进一步减持芯片巨头 美国超微公司。根据ARK披露的最新交易数据，旗下多只ETF合计买入34080股Meta，按当日收盘价计算，涉资约2060万美元，为当日最大一笔买入交易。这也是Meta将于7月29日公布第二季度业绩前的重要布局。目前，华尔街预计Meta第二季度每股盈利约7.17美元，营收约601.9亿美元。此外，Meta近期持续加码AI业务，不仅推出首个付费AI模型，还宣布自研AI芯片将于9月进入量产阶段。与此同时，ARK继续减持AMD，合计卖出10774股，套现约560万美元。AMD股价自2026年以来累计上涨约140%。市场分析认为，此次减持更可能是获利了结及投资组合再平衡，并不代表ARK看空AMD的基本面。值得注意的是，今年2月AMD业绩公布后股价一度大跌17%，Cathie Wood曾逆势买入约14.1万股，投入约2800万美元，当时的建仓成本明显低于目前股价，因此本次减持也被视为兑现部分收益。除上述交易外，ARK当天还增持了 Circle Internet Corp.和 Ionis Pharmaceuticals, Inc，同时减持了 Robinhood、 Roku Inc及 Natera, Inc.。","news_type":1,"symbols_score_info":{"HOII":0.6,"METW":0.6,"CCUP":0.6,"CRCO":0.6,"HOOZ":0.6,"META":2,"METU":0.6,"AMDG":0.6,"HOYY":0.6,"FBY":0.6,"ROKU":2,"DAMD":0.6,"AMYY":0.6,"HOOY":0.6,"AMDY":0.6,"CRCA":0.6,"AMUU":0.6,"HOOI":0.6,"IONS":2,"ICRC":0.6,"HOOX":0.6,"FBYY":0.6,"AMDU":0.6,"AMDL":0.6,"NTRA":2,"AMDD":0.6,"FBL":0.6,"METD":0.6,"HODU":0.6,"CRCL":2,"CRCG":0.6,"CRCD":0.6,"HOOD":2,"AMDW":0.6,"HOOW":0.6,"AMD":2,"HOOG":0.6,"ROBN":0.6}},"isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583553781187224,"gmtCreate":1783500614544,"gmtModify":1783500616406,"author":{"id":"3535856219166205","authorId":"3535856219166205","name":"信仰接盘","avatar":"https://static.tigerbbs.com/bb6e710950b9f1b0c57eabc3b7e0a5de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3535856219166205","idStr":"3535856219166205"},"themes":[],"title":"","htmlText":"我求你不要买amd","listText":"我求你不要买amd","text":"我求你不要买amd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583553781187224","repostId":"1127705711","repostType":2,"repost":{"id":"1127705711","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":1783497176,"share":"https://www.laohunote.com/m/news/1127705711?lang=zh_CN&edition=full","pubTime":"2026-07-08 15:52","market":"us","language":"zh","title":"凯茜·伍德在股价下跌之际加倍押注SpaceX，继续抛售AMD股票","url":"https://stock-news.laohu8.com/highlight/detail?id=1127705711","media":"老虎资讯综合","summary":"木头姐继续加仓SpaceX，减持AMD，押注商业航天、淡化芯片配置由“木头姐”Cathie Wood掌舵的ARK Invest周二继续调整投资组合，重点加码商业航天领域，同时减持半导体股。近期，市场对SpaceX的关注持续升温，焦点之一是公司IPO协议中的一项“30%规则”。值得一提的是，ARK周一已大举买入91.7万股SpaceX。市场目前聚焦AMD将于8月4日公布的业绩。事实上，ARK周一也已卖出约860万美元的AMD股票。","content":"<html><head></head><body><p style=\"text-align: left;\"><strong>木头姐继续加仓SpaceX，减持AMD，押注商业航天、淡化芯片配置</strong></p><p style=\"text-align: left;\">由“木头姐”Cathie Wood掌舵的ARK Invest周二继续调整投资组合，重点加码商业航天领域，同时减持半导体股。</p><h3 style=\"text-align: left;\"><strong>加仓 <a href=\"https://laohu8.com/S/SPCX\">SpaceX</a></strong></h3><p style=\"text-align: left;\">ARK旗下ARK Innovation ETF买入44,196股SpaceX，按周二收盘价149.47美元计算，交易金额约660万美元。</p><p style=\"text-align: left;\">近期，市场对SpaceX的关注持续升温，焦点之一是公司IPO协议中的一项“30%规则”。</p><p style=\"text-align: left;\">根据协议，约9.12亿股（约占符合条件非关联股东持股的20%）将于8月5日（财报公布两个交易日后）解除限售；若SpaceX股价在财报公布前10个交易日中，有5个交易日收盘价高于175.50美元（较135美元IPO价格上涨30%），则8月7日还将额外解禁约4.56亿股（约占符合条件持股的10%）。</p><p style=\"text-align: left;\">这意味着，若股价持续走强，财报后进入市场流通的股份数量反而可能增加，从而加大潜在抛压。</p><p style=\"text-align: left;\">值得一提的是，ARK周一已大举买入91.7万股SpaceX。</p><h3 style=\"text-align: left;\"><strong>减持 <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a></strong></h3><p style=\"text-align: left;\">与此同时，ARK旗下ARKK卖出8,667股Advanced Micro Devices，按收盘价516.11美元计算，套现金额约450万美元。</p><p style=\"text-align: left;\">AMD近期股价持续承压，市场情绪偏谨慎。不过，知名财经主持人Jim Cramer认为，此轮回调反而提供了买入机会，理由是AMD在CPU和GPU领域的需求依然稳健。</p><p style=\"text-align: left;\">市场目前聚焦AMD将于8月4日公布的业绩。华尔街预计，公司第二季度每股收益(EPS)为1.55美元，营收约112.8亿美元。目前分析师整体仍维持“买入”评级，高盛、富国银行及康托·菲茨杰拉德近期均上调目标价。不过，由于估值仍处于较高水平，AMD股价在市场避险情绪升温时仍可能面临较大波动。</p><p style=\"text-align: left;\">事实上，ARK周一也已卖出约860万美元的AMD股票。</p><h3 style=\"text-align: left;\"><strong>其他主要交易</strong></h3><ul><li><p style=\"text-align: left;\">买入607,567股 <a href=\"https://laohu8.com/S/XE\">X-Energy</a>。</p></li><li><p style=\"text-align: left;\">买入67,187股 <a href=\"https://laohu8.com/S/KTOS\">克瑞拓斯安全防卫</a>。</p></li><li><p style=\"text-align: left;\">买入6,354股 <a href=\"https://laohu8.com/S/LLY\">礼来</a>。</p></li><li><p style=\"text-align: left;\">卖出44,330股 <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>。</p></li><li><p style=\"text-align: left;\">卖出228股 <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>。</p></li></ul></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>凯茜·伍德在股价下跌之际加倍押注SpaceX，继续抛售AMD股票</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凯茜·伍德在股价下跌之际加倍押注SpaceX，继续抛售AMD股票\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-07-08 15:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><strong>木头姐继续加仓SpaceX，减持AMD，押注商业航天、淡化芯片配置</strong></p><p style=\"text-align: left;\">由“木头姐”Cathie Wood掌舵的ARK Invest周二继续调整投资组合，重点加码商业航天领域，同时减持半导体股。</p><h3 style=\"text-align: left;\"><strong>加仓 <a href=\"https://laohu8.com/S/SPCX\">SpaceX</a></strong></h3><p style=\"text-align: left;\">ARK旗下ARK Innovation ETF买入44,196股SpaceX，按周二收盘价149.47美元计算，交易金额约660万美元。</p><p style=\"text-align: left;\">近期，市场对SpaceX的关注持续升温，焦点之一是公司IPO协议中的一项“30%规则”。</p><p style=\"text-align: left;\">根据协议，约9.12亿股（约占符合条件非关联股东持股的20%）将于8月5日（财报公布两个交易日后）解除限售；若SpaceX股价在财报公布前10个交易日中，有5个交易日收盘价高于175.50美元（较135美元IPO价格上涨30%），则8月7日还将额外解禁约4.56亿股（约占符合条件持股的10%）。</p><p style=\"text-align: left;\">这意味着，若股价持续走强，财报后进入市场流通的股份数量反而可能增加，从而加大潜在抛压。</p><p style=\"text-align: left;\">值得一提的是，ARK周一已大举买入91.7万股SpaceX。</p><h3 style=\"text-align: left;\"><strong>减持 <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a></strong></h3><p style=\"text-align: left;\">与此同时，ARK旗下ARKK卖出8,667股Advanced Micro Devices，按收盘价516.11美元计算，套现金额约450万美元。</p><p style=\"text-align: left;\">AMD近期股价持续承压，市场情绪偏谨慎。不过，知名财经主持人Jim Cramer认为，此轮回调反而提供了买入机会，理由是AMD在CPU和GPU领域的需求依然稳健。</p><p style=\"text-align: left;\">市场目前聚焦AMD将于8月4日公布的业绩。华尔街预计，公司第二季度每股收益(EPS)为1.55美元，营收约112.8亿美元。目前分析师整体仍维持“买入”评级，高盛、富国银行及康托·菲茨杰拉德近期均上调目标价。不过，由于估值仍处于较高水平，AMD股价在市场避险情绪升温时仍可能面临较大波动。</p><p style=\"text-align: left;\">事实上，ARK周一也已卖出约860万美元的AMD股票。</p><h3 style=\"text-align: left;\"><strong>其他主要交易</strong></h3><ul><li><p style=\"text-align: left;\">买入607,567股 <a href=\"https://laohu8.com/S/XE\">X-Energy</a>。</p></li><li><p style=\"text-align: left;\">买入67,187股 <a href=\"https://laohu8.com/S/KTOS\">克瑞拓斯安全防卫</a>。</p></li><li><p style=\"text-align: left;\">买入6,354股 <a href=\"https://laohu8.com/S/LLY\">礼来</a>。</p></li><li><p style=\"text-align: left;\">卖出44,330股 <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>。</p></li><li><p style=\"text-align: left;\">卖出228股 <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>。</p></li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"KBAB":"2倍做多BABA ETF-KraneShares","AMUU":"2倍做多AMD ETF-Direxion","LLYX":"2倍做多LLY ETF-Defiance","BNTX":"BioNTech SE","AMDU":"Defiance Leveraged Long + Income AMD ETF","SNK":"2倍做空SpaceX ETF-GraniteShares","SPCU":"2倍做多SpaceX ETF-Defiance","LLYZ":"2倍做空LLY ETF-Defiance","XE":"X-Energy","AMDW":"Roundhill AMD WeeklyPay ETF","SPAL":"2倍做多Space X ETF-GraniteShares","AMYY":"GraniteShares YieldBOOST AMD ETF","LLY":"礼来","AMDY":"AMD期权收益策略ETF-YieldMax","LLII":"REX LLY Growth & Income ETF","LOFF":"2倍做多SpaceX ETF-Direxion","BABO":"BABA期权收益策略ETF-YieldMax","SPCF":"2倍做多SpaceX ETF-ProShares","AMDL":"2倍做多AMD ETF-GraniteShares","ELIL":"2倍做多LLY ETF-Direxion","BABU":"Direxion Daily BABA Bull 2X ETF","SPCG":"2倍做空SpaceX ETF-Tradr","BABW":"Roundhill BABA WeeklyPay ETF","BBYY":"GraniteShares YieldBOOST 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ETF买入44,196股SpaceX，按周二收盘价149.47美元计算，交易金额约660万美元。近期，市场对SpaceX的关注持续升温，焦点之一是公司IPO协议中的一项“30%规则”。根据协议，约9.12亿股（约占符合条件非关联股东持股的20%）将于8月5日（财报公布两个交易日后）解除限售；若SpaceX股价在财报公布前10个交易日中，有5个交易日收盘价高于175.50美元（较135美元IPO价格上涨30%），则8月7日还将额外解禁约4.56亿股（约占符合条件持股的10%）。这意味着，若股价持续走强，财报后进入市场流通的股份数量反而可能增加，从而加大潜在抛压。值得一提的是，ARK周一已大举买入91.7万股SpaceX。减持 美国超微公司与此同时，ARK旗下ARKK卖出8,667股Advanced Micro Devices，按收盘价516.11美元计算，套现金额约450万美元。AMD近期股价持续承压，市场情绪偏谨慎。不过，知名财经主持人Jim Cramer认为，此轮回调反而提供了买入机会，理由是AMD在CPU和GPU领域的需求依然稳健。市场目前聚焦AMD将于8月4日公布的业绩。华尔街预计，公司第二季度每股收益(EPS)为1.55美元，营收约112.8亿美元。目前分析师整体仍维持“买入”评级，高盛、富国银行及康托·菲茨杰拉德近期均上调目标价。不过，由于估值仍处于较高水平，AMD股价在市场避险情绪升温时仍可能面临较大波动。事实上，ARK周一也已卖出约860万美元的AMD股票。其他主要交易买入607,567股 X-Energy。买入67,187股 克瑞拓斯安全防卫。买入6,354股 礼来。卖出44,330股 BioNTech SE。卖出228股 阿里巴巴。","news_type":1,"symbols_score_info":{"AMYY":0.6,"BABU":0.6,"ELIL":0.6,"SPCX":2,"KTUP":0.6,"BABW":0.6,"SPAL":0.6,"AMDY":0.6,"LLII":0.6,"BABA":2,"BBYY":0.6,"SPAX":0.6,"SPCH":0.6,"SPCQ":0.6,"SNK":0.6,"AMD":2,"LOFF":0.6,"AMDG":0.6,"KBAB":0.6,"KTOS":2,"AMUU":0.6,"LLYZ":0.6,"AMDD":0.6,"SPCG":0.6,"SPCM":0.6,"DAMD":0.6,"SSPC":0.6,"AMDL":0.6,"AMDW":0.6,"LLYX":0.6,"BABO":0.6,"XE":2,"SPCU":0.6,"SPCF":0.6,"BNTX":2,"ELIS":0.6,"AMDU":0.6,"LLY":2,"BABX":0.6}},"isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":575021655171992,"gmtCreate":1781400025132,"gmtModify":1781404565035,"author":{"id":"3535856219166205","authorId":"3535856219166205","name":"信仰接盘","avatar":"https://static.tigerbbs.com/bb6e710950b9f1b0c57eabc3b7e0a5de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3535856219166205","idStr":"3535856219166205"},"themes":[],"title":"","htmlText":"木头姐9️⃣炒短线的主","listText":"木头姐9️⃣炒短线的主","text":"木头姐9️⃣炒短线的主","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/575021655171992","repostId":"2643321415","repostType":2,"repost":{"id":"2643321415","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":1781393418,"share":"https://www.laohunote.com/m/news/2643321415?lang=zh_CN&edition=full","pubTime":"2026-06-14 07:30","market":"nz","language":"zh","title":"抛AMD、减持特斯拉，木头姐4.4亿美元重仓SpaceX","url":"https://stock-news.laohu8.com/highlight/detail?id=2643321415","media":"华尔街见闻","summary":"木头姐ARK基金披露，旗下多只ETF合计以约4.43亿美元买入约329万股SpaceX私募股份，使其成为ARK Venture Fund第一大持仓（占净资产11.38%）。与此同时，ARK大举减持AMD、特斯拉、百度等成熟科技股。","content":"<html><head></head><body><blockquote><p>木头姐ARK基金披露，旗下多只ETF合计以约4.43亿美元买入约329万股SpaceX私募股份，使其成为ARK Venture Fund第一大持仓（占净资产11.38%）。与此同时，ARK大举减持AMD、特斯拉、百度等成熟科技股。</p></blockquote><p style=\"text-align: left;\">木头姐把最大的一注，押在了SpaceX身上。</p><p style=\"text-align: left;\">6月12日，凯西·伍德（Cathie Wood）旗下ARK Invest披露最新交易记录。这一天，ARK旗下多只ETF合计买入约329万股SpaceX，总金额约4.43亿美元。</p><p style=\"text-align: left;\">值得注意的是，这笔买入走的是ARK Venture Fund这个专门投资私募市场的基金通道。换句话说，这不是在二级市场买股票，而是在IPO前以私募方式拿筹码。</p><p style=\"text-align: left;\">与此同时，ARK大幅减持AMD、特斯拉、百度等多只成熟科技股，腾出资金集中押注太空赛道。这一系列操作，清晰勾勒出ARK当前的资产重配方向。</p><p style=\"text-align: left;\">此次买入后，SpaceX已成为ARK Venture Fund的第一大持仓，占基金净资产比例达11.38%（截至5月31日数据）。</p><h2 id=\"id_356699102\" style=\"text-align: left;\">4.4亿美元买的是什么？</h2><p style=\"text-align: left;\">ARK买入的SpaceX股份，来自私募市场，而非公开交易所。</p><p style=\"text-align: left;\">这意味着这批股份的定价，依赖私募市场谈判，而非公开市场的连续报价。在SpaceX正式上市之前，这些持仓无法像普通股票一样随时买卖。</p><p style=\"text-align: left;\">据Crypto Briefing报道，SpaceX已于2026年4月1日提交保密S-1草案，目标登陆纳斯达克，IPO目标估值高达<strong>1.75万亿美元</strong>。若成真，SpaceX将在上市首日跻身全球最有价值的公司之列——这一量级，是许多科技巨头花了数十年才达到的。</p><p style=\"text-align: left;\">ARK最早在2023年底入场SpaceX，彼时公司估值不足2000亿美元。此后ARK持续加仓，并在2026年初通过SpaceX与xAI的合并进一步增加了敞口。到2024年，SpaceX估值已升至3500亿美元。</p><h2 id=\"id_2989935657\">卖了什么：AMD、特斯拉、百度全线减持</h2><p style=\"text-align: left;\">为了给SpaceX腾仓位，ARK这一天的卖出清单相当密集。</p><p style=\"text-align: left;\">据路透社报道，ARK通过ARKQ、ARKW及ARKX三只ETF合计出售约8万股AMD，套现约<strong>3930万美元</strong>，延续此前持续削减AMD仓位的趋势。</p><p style=\"text-align: left;\">同日，ARK还减持了：</p><ul style=\"\"><li><p style=\"text-align: left;\"><strong>特斯拉</strong>：约3.99万股，涉及金额约<strong>1590万美元</strong></p></li><li><p style=\"text-align: left;\"><strong>百度</strong>：约6.74万股，套现约<strong>783万美元</strong></p></li><li><p style=\"text-align: left;\"><strong>Roku</strong>：约9.88万股，套现约<strong>1182万美元</strong>（连续两日减持）</p></li><li><p style=\"text-align: left;\"><strong>火箭实验室（Rocket Lab）</strong>：约5.07万股，套现约<strong>582万美元</strong></p></li><li><p style=\"text-align: left;\">此外还减持了CrowdStrike、Cloudflare、Veracyte等多只股票</p></li></ul><p style=\"text-align: left;\">从卖出名单来看，ARK减持的既有芯片（AMD）、流媒体（Roku）、自动驾驶（特斯拉），也有网络安全（CrowdStrike、Cloudflare）和基因组学（10X Genomics）——几乎是对现有科技持仓的全面瘦身，资金集中流向SpaceX这一单一押注。</p><h2 id=\"id_2245976949\" style=\"text-align: left;\">第一大仓位，但集中度风险不容忽视</h2><p style=\"text-align: left;\">SpaceX占ARK Venture Fund净资产的11.38%，是基金内单一最大持仓。</p><p style=\"text-align: left;\">值得注意的是，这一比例在今年3月31日时更高，达到17.02%，此后有所下降——可能是ARK主动再平衡，也可能是其他持仓相对增值所致。</p><p style=\"text-align: left;\">据Crypto Briefing报道，ARK内部模型对SpaceX的长期估值相当激进：基准情景下，2030年企业价值约<strong>2.5万亿美元</strong>；乐观情景约<strong>3.1万亿美元</strong>；即便是悲观情景，也约<strong>1.7万亿美元</strong>，与IPO目标估值基本持平。</p><p style=\"text-align: left;\">但集中度是把双刃剑。超过11%的单一私募持仓，意味着SpaceX IPO的成败，将对ARK Venture Fund的净值产生直接且显著的影响。如果上市后估值被压缩，这一集中度同样会放大损失。</p><h2 id=\"id_920464681\" style=\"text-align: left;\">ARK Venture Fund：让散户进入私募市场的“通道”</h2><p style=\"text-align: left;\">ARK Venture Fund的设计初衷，正是让普通投资者能够参与私募市场。</p><p style=\"text-align: left;\">过去，SpaceX这类公司的IPO前股份，几乎只对养老金、主权财富基金等机构开放。ARK通过ARKVX，把这扇门向散户打开了一条缝。</p><p style=\"text-align: left;\">但代价是流动性。私募股份不能随时卖出，估值在两轮融资之间更多依赖判断而非市场定价。投资者买入的，是一个&#34;等待上市&#34;的故事，而不是可以随时退出的流动资产。</p><h2 id=\"id_3507888319\" style=\"text-align: left;\">这笔交易的底层逻辑</h2><p style=\"text-align: left;\">ARK的核心投资逻辑是：最大的财富创造，发生在公司上市之前。</p><p style=\"text-align: left;\">SpaceX的估值轨迹，是这一逻辑的有力注脚——从不足2000亿美元到IPO目标估值1.75万亿美元，涨幅接近9倍。ARK认为，等到公司上市再买，已经错过了最肥的一段。</p><p style=\"text-align: left;\">但这套逻辑也有其边界：私募市场的估值，在上市前更多是&#34;艺术&#34;而非&#34;科学&#34;。公开市场的定价发现，往往会对私募估值形成重新检验。SpaceX的IPO，将是对ARK这笔4.4亿美元押注的最终考验。</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>抛AMD、减持特斯拉，木头姐4.4亿美元重仓SpaceX</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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}\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抛AMD、减持特斯拉，木头姐4.4亿美元重仓SpaceX\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-06-14 07:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>木头姐ARK基金披露，旗下多只ETF合计以约4.43亿美元买入约329万股SpaceX私募股份，使其成为ARK Venture Fund第一大持仓（占净资产11.38%）。与此同时，ARK大举减持AMD、特斯拉、百度等成熟科技股。</p></blockquote><p style=\"text-align: left;\">木头姐把最大的一注，押在了SpaceX身上。</p><p style=\"text-align: left;\">6月12日，凯西·伍德（Cathie Wood）旗下ARK Invest披露最新交易记录。这一天，ARK旗下多只ETF合计买入约329万股SpaceX，总金额约4.43亿美元。</p><p style=\"text-align: left;\">值得注意的是，这笔买入走的是ARK Venture Fund这个专门投资私募市场的基金通道。换句话说，这不是在二级市场买股票，而是在IPO前以私募方式拿筹码。</p><p style=\"text-align: left;\">与此同时，ARK大幅减持AMD、特斯拉、百度等多只成熟科技股，腾出资金集中押注太空赛道。这一系列操作，清晰勾勒出ARK当前的资产重配方向。</p><p style=\"text-align: left;\">此次买入后，SpaceX已成为ARK Venture Fund的第一大持仓，占基金净资产比例达11.38%（截至5月31日数据）。</p><h2 id=\"id_356699102\" style=\"text-align: left;\">4.4亿美元买的是什么？</h2><p style=\"text-align: left;\">ARK买入的SpaceX股份，来自私募市场，而非公开交易所。</p><p style=\"text-align: left;\">这意味着这批股份的定价，依赖私募市场谈判，而非公开市场的连续报价。在SpaceX正式上市之前，这些持仓无法像普通股票一样随时买卖。</p><p style=\"text-align: left;\">据Crypto Briefing报道，SpaceX已于2026年4月1日提交保密S-1草案，目标登陆纳斯达克，IPO目标估值高达<strong>1.75万亿美元</strong>。若成真，SpaceX将在上市首日跻身全球最有价值的公司之列——这一量级，是许多科技巨头花了数十年才达到的。</p><p style=\"text-align: left;\">ARK最早在2023年底入场SpaceX，彼时公司估值不足2000亿美元。此后ARK持续加仓，并在2026年初通过SpaceX与xAI的合并进一步增加了敞口。到2024年，SpaceX估值已升至3500亿美元。</p><h2 id=\"id_2989935657\">卖了什么：AMD、特斯拉、百度全线减持</h2><p style=\"text-align: left;\">为了给SpaceX腾仓位，ARK这一天的卖出清单相当密集。</p><p style=\"text-align: left;\">据路透社报道，ARK通过ARKQ、ARKW及ARKX三只ETF合计出售约8万股AMD，套现约<strong>3930万美元</strong>，延续此前持续削减AMD仓位的趋势。</p><p style=\"text-align: left;\">同日，ARK还减持了：</p><ul style=\"\"><li><p style=\"text-align: left;\"><strong>特斯拉</strong>：约3.99万股，涉及金额约<strong>1590万美元</strong></p></li><li><p style=\"text-align: left;\"><strong>百度</strong>：约6.74万股，套现约<strong>783万美元</strong></p></li><li><p style=\"text-align: left;\"><strong>Roku</strong>：约9.88万股，套现约<strong>1182万美元</strong>（连续两日减持）</p></li><li><p style=\"text-align: left;\"><strong>火箭实验室（Rocket Lab）</strong>：约5.07万股，套现约<strong>582万美元</strong></p></li><li><p style=\"text-align: left;\">此外还减持了CrowdStrike、Cloudflare、Veracyte等多只股票</p></li></ul><p style=\"text-align: left;\">从卖出名单来看，ARK减持的既有芯片（AMD）、流媒体（Roku）、自动驾驶（特斯拉），也有网络安全（CrowdStrike、Cloudflare）和基因组学（10X Genomics）——几乎是对现有科技持仓的全面瘦身，资金集中流向SpaceX这一单一押注。</p><h2 id=\"id_2245976949\" style=\"text-align: left;\">第一大仓位，但集中度风险不容忽视</h2><p style=\"text-align: left;\">SpaceX占ARK Venture Fund净资产的11.38%，是基金内单一最大持仓。</p><p style=\"text-align: left;\">值得注意的是，这一比例在今年3月31日时更高，达到17.02%，此后有所下降——可能是ARK主动再平衡，也可能是其他持仓相对增值所致。</p><p style=\"text-align: left;\">据Crypto Briefing报道，ARK内部模型对SpaceX的长期估值相当激进：基准情景下，2030年企业价值约<strong>2.5万亿美元</strong>；乐观情景约<strong>3.1万亿美元</strong>；即便是悲观情景，也约<strong>1.7万亿美元</strong>，与IPO目标估值基本持平。</p><p style=\"text-align: left;\">但集中度是把双刃剑。超过11%的单一私募持仓，意味着SpaceX IPO的成败，将对ARK Venture Fund的净值产生直接且显著的影响。如果上市后估值被压缩，这一集中度同样会放大损失。</p><h2 id=\"id_920464681\" style=\"text-align: left;\">ARK Venture Fund：让散户进入私募市场的“通道”</h2><p style=\"text-align: left;\">ARK Venture Fund的设计初衷，正是让普通投资者能够参与私募市场。</p><p style=\"text-align: left;\">过去，SpaceX这类公司的IPO前股份，几乎只对养老金、主权财富基金等机构开放。ARK通过ARKVX，把这扇门向散户打开了一条缝。</p><p style=\"text-align: left;\">但代价是流动性。私募股份不能随时卖出，估值在两轮融资之间更多依赖判断而非市场定价。投资者买入的，是一个&#34;等待上市&#34;的故事，而不是可以随时退出的流动资产。</p><h2 id=\"id_3507888319\" style=\"text-align: left;\">这笔交易的底层逻辑</h2><p style=\"text-align: left;\">ARK的核心投资逻辑是：最大的财富创造，发生在公司上市之前。</p><p style=\"text-align: left;\">SpaceX的估值轨迹，是这一逻辑的有力注脚——从不足2000亿美元到IPO目标估值1.75万亿美元，涨幅接近9倍。ARK认为，等到公司上市再买，已经错过了最肥的一段。</p><p style=\"text-align: left;\">但这套逻辑也有其边界：私募市场的估值，在上市前更多是&#34;艺术&#34;而非&#34;科学&#34;。公开市场的定价发现，往往会对私募估值形成重新检验。SpaceX的IPO，将是对ARK这笔4.4亿美元押注的最终考验。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","BK4543":"AI","BK4512":"苹果概念","ARKQ":"ARK Autonomous Technology & Robotics ETF","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0173614495.USD":"富达中国焦点A","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","BK4531":"中概回港概念","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","BK4511":"特斯拉概念","BK4141":"半导体产品","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","BK4534":"瑞士信贷持仓","ARKW":"ARK Next Generation Internet ETF","BK4514":"搜索引擎","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL 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Fund这个专门投资私募市场的基金通道。换句话说，这不是在二级市场买股票，而是在IPO前以私募方式拿筹码。与此同时，ARK大幅减持AMD、特斯拉、百度等多只成熟科技股，腾出资金集中押注太空赛道。这一系列操作，清晰勾勒出ARK当前的资产重配方向。此次买入后，SpaceX已成为ARK Venture Fund的第一大持仓，占基金净资产比例达11.38%（截至5月31日数据）。4.4亿美元买的是什么？ARK买入的SpaceX股份，来自私募市场，而非公开交易所。这意味着这批股份的定价，依赖私募市场谈判，而非公开市场的连续报价。在SpaceX正式上市之前，这些持仓无法像普通股票一样随时买卖。据Crypto Briefing报道，SpaceX已于2026年4月1日提交保密S-1草案，目标登陆纳斯达克，IPO目标估值高达1.75万亿美元。若成真，SpaceX将在上市首日跻身全球最有价值的公司之列——这一量级，是许多科技巨头花了数十年才达到的。ARK最早在2023年底入场SpaceX，彼时公司估值不足2000亿美元。此后ARK持续加仓，并在2026年初通过SpaceX与xAI的合并进一步增加了敞口。到2024年，SpaceX估值已升至3500亿美元。卖了什么：AMD、特斯拉、百度全线减持为了给SpaceX腾仓位，ARK这一天的卖出清单相当密集。据路透社报道，ARK通过ARKQ、ARKW及ARKX三只ETF合计出售约8万股AMD，套现约3930万美元，延续此前持续削减AMD仓位的趋势。同日，ARK还减持了：特斯拉：约3.99万股，涉及金额约1590万美元百度：约6.74万股，套现约783万美元Roku：约9.88万股，套现约1182万美元（连续两日减持）火箭实验室（Rocket Lab）：约5.07万股，套现约582万美元此外还减持了CrowdStrike、Cloudflare、Veracyte等多只股票从卖出名单来看，ARK减持的既有芯片（AMD）、流媒体（Roku）、自动驾驶（特斯拉），也有网络安全（CrowdStrike、Cloudflare）和基因组学（10X Genomics）——几乎是对现有科技持仓的全面瘦身，资金集中流向SpaceX这一单一押注。第一大仓位，但集中度风险不容忽视SpaceX占ARK Venture Fund净资产的11.38%，是基金内单一最大持仓。值得注意的是，这一比例在今年3月31日时更高，达到17.02%，此后有所下降——可能是ARK主动再平衡，也可能是其他持仓相对增值所致。据Crypto Briefing报道，ARK内部模型对SpaceX的长期估值相当激进：基准情景下，2030年企业价值约2.5万亿美元；乐观情景约3.1万亿美元；即便是悲观情景，也约1.7万亿美元，与IPO目标估值基本持平。但集中度是把双刃剑。超过11%的单一私募持仓，意味着SpaceX IPO的成败，将对ARK Venture Fund的净值产生直接且显著的影响。如果上市后估值被压缩，这一集中度同样会放大损失。ARK Venture Fund：让散户进入私募市场的“通道”ARK Venture Fund的设计初衷，正是让普通投资者能够参与私募市场。过去，SpaceX这类公司的IPO前股份，几乎只对养老金、主权财富基金等机构开放。ARK通过ARKVX，把这扇门向散户打开了一条缝。但代价是流动性。私募股份不能随时卖出，估值在两轮融资之间更多依赖判断而非市场定价。投资者买入的，是一个\"等待上市\"的故事，而不是可以随时退出的流动资产。这笔交易的底层逻辑ARK的核心投资逻辑是：最大的财富创造，发生在公司上市之前。SpaceX的估值轨迹，是这一逻辑的有力注脚——从不足2000亿美元到IPO目标估值1.75万亿美元，涨幅接近9倍。ARK认为，等到公司上市再买，已经错过了最肥的一段。但这套逻辑也有其边界：私募市场的估值，在上市前更多是\"艺术\"而非\"科学\"。公开市场的定价发现，往往会对私募估值形成重新检验。SpaceX的IPO，将是对ARK这笔4.4亿美元押注的最终考验。","news_type":1,"symbols_score_info":{"TSL":0.6,"TSDD":0.6,"AMDS":0.6,"AMDL":0.6,"TSLZ":0.6,"TESL":0.6,"07366":0.6,"AMUU":0.6,"ARKX":1.8,"TSYY":0.6,"AMDG":0.6,"ARKW":1.8,"07766":0.6,"TSLT":0.6,"TEST":0.6,"TSII":0.6,"TSLG":0.6,"AMD":1.84,"DAMD":0.6,"TLA":0.6,"TSLQ":0.6,"CRSH":0.6,"TSLR":0.6,"09366":0.6,"AMDU":0.6,"AMDD":0.6,"AMYY":0.6,"TSLI":0.6,"AMDY":0.6,"TSLA":1.87,"09766":0.6,"TSLS":0.6,"SPCX":1.81,"TSLW":0.6,"AMDW":0.6,"TSLY":0.6,"ARKQ":1.8,"TSLO":0.6,"TSLP":0.6}},"isVote":1,"tweetType":1,"viewCount":592,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":546738743592872,"gmtCreate":1774505861529,"gmtModify":1774505863817,"author":{"id":"3535856219166205","authorId":"3535856219166205","name":"信仰接盘","avatar":"https://static.tigerbbs.com/bb6e710950b9f1b0c57eabc3b7e0a5de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3535856219166205","idStr":"3535856219166205"},"themes":[],"title":"","htmlText":"借你吉言","listText":"借你吉言","text":"借你吉言","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546738743592872","isVote":1,"tweetType":1,"viewCount":1554,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526830101066696,"gmtCreate":1769643401087,"gmtModify":1769648156637,"author":{"id":"3535856219166205","authorId":"3535856219166205","name":"信仰接盘","avatar":"https://static.tigerbbs.com/bb6e710950b9f1b0c57eabc3b7e0a5de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3535856219166205","idStr":"3535856219166205"},"themes":[],"title":"","htmlText":"特朗普下台了","listText":"特朗普下台了","text":"特朗普下台了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526830101066696","repostId":"2606527757","repostType":2,"repost":{"id":"2606527757","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":1769569816,"share":"https://www.laohunote.com/m/news/2606527757?lang=zh_CN&edition=full","pubTime":"2026-01-28 11:10","market":"sg","language":"zh","title":"报道：供应链消息称，苹果之后，英伟达下一代GPU也将合作英特尔，以取悦特朗普","url":"https://stock-news.laohu8.com/highlight/detail?id=2606527757","media":"华尔街见闻","summary":"供应链人士透露，英伟达预计在2028年推出的Feynman架构平台将与英特尔合作，英伟达在合作中采用\"量少、低阶、非核心\"的合作策略。除英伟达外，苹果、谷歌、微软、AWS、高通、博通等企业也在与英特尔洽谈合作。分析认为，在政治、供应链韧性与台积电先进封装产能受限的现实下，美国芯片大厂势必启动双代工策略。","content":"<html><head></head><body><blockquote><p>供应链人士透露，英伟达预计在2028年推出的Feynman架构平台将与英特尔合作，英伟达在合作中采用&#34;量少、低阶、非核心&#34;的合作策略。除英伟达外，苹果、谷歌、微软、AWS、高通、博通等企业也在与英特尔洽谈合作。分析认为，在政治、供应链韧性与台积电先进封装产能受限的现实下，美国芯片大厂势必启动双代工策略。</p></blockquote><p>继<a href=\"https://laohu8.com/S/AAPL\">苹果</a>之后，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>也计划将部分芯片制造业务转向<a href=\"https://laohu8.com/S/INTC\">英特尔</a>代工。英伟达预计在2028年推出的Feynman架构平台将与英特尔合作，这是美国科技巨头在特朗普政府推动&#34;美国制造&#34;目标下调整供应链策略的最新案例。英特尔隔夜涨超3%，夜盘续涨近5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9163379f1f2f6fb34ab5b05ec19f24f\" tg-width=\"466\" tg-height=\"150\"/></p><p>据DIGITIMES周三报道，<strong>供应链人士透露，英伟达将在与英特尔的合作中采用&#34;量少、低阶、非核心&#34;的合作策略。</strong>GPU核心芯片仍由<a href=\"https://laohu8.com/S/TSM\">台积电</a>代工，而I/O芯片则部分采用英特尔18A或预定2028年量产的14A制程，最后由英特尔EMIB进行先进封装。<strong>按先进封装比重计算，英特尔最高约占25%，台积电约占75%。</strong></p><p>这一转变反映出美国科技企业在政治压力、关税威胁和供应链韧性考量下，不得不从高度集中于台积电的模式转向“多源供应、分散风险”的新策略。除英伟达和苹果外，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、AWS、<a href=\"https://laohu8.com/S/QCOM\">高通</a>、<a href=\"https://laohu8.com/S/AVGO\">博通</a>、<a href=\"https://laohu8.com/S/SMCI\">超微</a>和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>等企业也在与英特尔洽谈合作。</p><p>尽管部分订单分流至英特尔，但业界认为这对台积电&#34;利远大于弊&#34;，有助于降低垄断疑虑、释放政治压力，同时台积电仍有信心稳固高阶芯片代工大单。</p><h2 id=\"id_3992556085\">英伟达Feynman架构部分转向英特尔</h2><p>英伟达在2025年9月宣布斥资50亿美元入股英特尔后，最新规划是在Rubin系列的下一代继任者Feynman架构芯片中与英特尔合作。根据供应链消息，GPU核心芯片仍由台积电代工，I/O芯片则部分采用英特尔18A或14A制程，具体选择取决于14A后续良率量产状况。</p><p>供应链人士表示，在特朗普政府美国制造目标确立与关税压力下，美国芯片大厂早已与英特尔研议合作，但由于18A未达客户期待，合作时间点应在2028年量产的14A。英特尔执行长陈立武日前表示，目前有两家客户正在评估14A制程的具体细节。</p><p>对比14A、18A制程导入风险高，多数业者与英特尔的合作从先进封装EMIB先行。供应链业者分析，美国制造目标面临成本与良率挑战，<strong>但在政治、供应链韧性与台积电先进封装产能受限的现实下，美国芯片大厂势必启动双代工策略。</strong></p><h2 id=\"id_2590994264\">苹果入门级处理器重启英特尔合作</h2><p>苹果与英特尔洽谈多时的合作代工产品，应是MacBook所搭载的&#34;入门级M系列处理器&#34;，目前由台积电代工。苹果Mac系列自2006年起采用英特尔x86处理器，英特尔也在2005年于美国俄勒冈州晶圆厂特为其设立&#34;Apple Group&#34;专属产线。</p><p>2020年6月，苹果正式宣布推出<a href=\"https://laohu8.com/S/ARM\">Arm</a>架构芯片&#34;Apple Silicon&#34;，Mac系列机种2年后全数转采自研芯片。当时苹果主要考量是扩大供应链掌握度以及整合生态系，另一关键是英特尔10纳米制程延迟恐影响Mac新机上市。</p><p>供应链业者透露，苹果3年后重启与英特尔合作的主因，仍是特朗普主导下的美国制造目标与关税冲击，其次是成本、分散单一代工制造风险及产能短缺等因素。</p><h2 id=\"id_2870727608\">台积电三层战略应对客户分流</h2><p>目前观察，苹果、英伟达都以代工风险最低的产品渐进式调整。与英特尔洽谈合作的还有<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>、微软、AWS、高通、<a href=\"https://laohu8.com/S/600455\">博通</a>、超微与特斯拉等，以及掌握度最高的美国政府标案长约大单。不过，英特尔能否符合早已习惯台积电模式的科技龙头需求，变数仍大。</p><p>对台积电来说，已预见众多客户会另转往英特尔投片，但分析认为实际上&#34;利远大于弊&#34;，至少有三层战略考量：<strong>第一，可降低垄断与监管疑虑；第二，可释放美国政治压力；第三，外溢仅是&#34;非核心&#34;订单，有助于未来议价与供货。</strong></p><p>一方面替台积电在晶圆代工业市占率过高恐牵扯反垄断法的疑虑有所解套，二方面适度释出非核心订单也可减轻来自特朗普政府不断释出各种要求的压力，三方面台积电仍有信心稳固各大厂核心的高阶芯片代工大单。或许试过转单其他晶圆代工厂的客户，才会想念台积电的美好，这对于台积电未来的议价、供货更具优势。</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>报道：供应链消息称，苹果之后，英伟达下一代GPU也将合作英特尔，以取悦特朗普</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报道：供应链消息称，苹果之后，英伟达下一代GPU也将合作英特尔，以取悦特朗普\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-01-28 11:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>供应链人士透露，英伟达预计在2028年推出的Feynman架构平台将与英特尔合作，英伟达在合作中采用&#34;量少、低阶、非核心&#34;的合作策略。除英伟达外，苹果、谷歌、微软、AWS、高通、博通等企业也在与英特尔洽谈合作。分析认为，在政治、供应链韧性与台积电先进封装产能受限的现实下，美国芯片大厂势必启动双代工策略。</p></blockquote><p>继<a href=\"https://laohu8.com/S/AAPL\">苹果</a>之后，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>也计划将部分芯片制造业务转向<a href=\"https://laohu8.com/S/INTC\">英特尔</a>代工。英伟达预计在2028年推出的Feynman架构平台将与英特尔合作，这是美国科技巨头在特朗普政府推动&#34;美国制造&#34;目标下调整供应链策略的最新案例。英特尔隔夜涨超3%，夜盘续涨近5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9163379f1f2f6fb34ab5b05ec19f24f\" tg-width=\"466\" tg-height=\"150\"/></p><p>据DIGITIMES周三报道，<strong>供应链人士透露，英伟达将在与英特尔的合作中采用&#34;量少、低阶、非核心&#34;的合作策略。</strong>GPU核心芯片仍由<a href=\"https://laohu8.com/S/TSM\">台积电</a>代工，而I/O芯片则部分采用英特尔18A或预定2028年量产的14A制程，最后由英特尔EMIB进行先进封装。<strong>按先进封装比重计算，英特尔最高约占25%，台积电约占75%。</strong></p><p>这一转变反映出美国科技企业在政治压力、关税威胁和供应链韧性考量下，不得不从高度集中于台积电的模式转向“多源供应、分散风险”的新策略。除英伟达和苹果外，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、AWS、<a href=\"https://laohu8.com/S/QCOM\">高通</a>、<a href=\"https://laohu8.com/S/AVGO\">博通</a>、<a href=\"https://laohu8.com/S/SMCI\">超微</a>和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>等企业也在与英特尔洽谈合作。</p><p>尽管部分订单分流至英特尔，但业界认为这对台积电&#34;利远大于弊&#34;，有助于降低垄断疑虑、释放政治压力，同时台积电仍有信心稳固高阶芯片代工大单。</p><h2 id=\"id_3992556085\">英伟达Feynman架构部分转向英特尔</h2><p>英伟达在2025年9月宣布斥资50亿美元入股英特尔后，最新规划是在Rubin系列的下一代继任者Feynman架构芯片中与英特尔合作。根据供应链消息，GPU核心芯片仍由台积电代工，I/O芯片则部分采用英特尔18A或14A制程，具体选择取决于14A后续良率量产状况。</p><p>供应链人士表示，在特朗普政府美国制造目标确立与关税压力下，美国芯片大厂早已与英特尔研议合作，但由于18A未达客户期待，合作时间点应在2028年量产的14A。英特尔执行长陈立武日前表示，目前有两家客户正在评估14A制程的具体细节。</p><p>对比14A、18A制程导入风险高，多数业者与英特尔的合作从先进封装EMIB先行。供应链业者分析，美国制造目标面临成本与良率挑战，<strong>但在政治、供应链韧性与台积电先进封装产能受限的现实下，美国芯片大厂势必启动双代工策略。</strong></p><h2 id=\"id_2590994264\">苹果入门级处理器重启英特尔合作</h2><p>苹果与英特尔洽谈多时的合作代工产品，应是MacBook所搭载的&#34;入门级M系列处理器&#34;，目前由台积电代工。苹果Mac系列自2006年起采用英特尔x86处理器，英特尔也在2005年于美国俄勒冈州晶圆厂特为其设立&#34;Apple Group&#34;专属产线。</p><p>2020年6月，苹果正式宣布推出<a href=\"https://laohu8.com/S/ARM\">Arm</a>架构芯片&#34;Apple Silicon&#34;，Mac系列机种2年后全数转采自研芯片。当时苹果主要考量是扩大供应链掌握度以及整合生态系，另一关键是英特尔10纳米制程延迟恐影响Mac新机上市。</p><p>供应链业者透露，苹果3年后重启与英特尔合作的主因，仍是特朗普主导下的美国制造目标与关税冲击，其次是成本、分散单一代工制造风险及产能短缺等因素。</p><h2 id=\"id_2870727608\">台积电三层战略应对客户分流</h2><p>目前观察，苹果、英伟达都以代工风险最低的产品渐进式调整。与英特尔洽谈合作的还有<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>、微软、AWS、高通、<a href=\"https://laohu8.com/S/600455\">博通</a>、超微与特斯拉等，以及掌握度最高的美国政府标案长约大单。不过，英特尔能否符合早已习惯台积电模式的科技龙头需求，变数仍大。</p><p>对台积电来说，已预见众多客户会另转往英特尔投片，但分析认为实际上&#34;利远大于弊&#34;，至少有三层战略考量：<strong>第一，可降低垄断与监管疑虑；第二，可释放美国政治压力；第三，外溢仅是&#34;非核心&#34;订单，有助于未来议价与供货。</strong></p><p>一方面替台积电在晶圆代工业市占率过高恐牵扯反垄断法的疑虑有所解套，二方面适度释出非核心订单也可减轻来自特朗普政府不断释出各种要求的压力，三方面台积电仍有信心稳固各大厂核心的高阶芯片代工大单。或许试过转单其他晶圆代工厂的客户，才会想念台积电的美好，这对于台积电未来的议价、供货更具优势。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"LU0719512351.SGD":"JPMorgan Funds 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Group\"专属产线。2020年6月，苹果正式宣布推出Arm架构芯片\"Apple Silicon\"，Mac系列机种2年后全数转采自研芯片。当时苹果主要考量是扩大供应链掌握度以及整合生态系，另一关键是英特尔10纳米制程延迟恐影响Mac新机上市。供应链业者透露，苹果3年后重启与英特尔合作的主因，仍是特朗普主导下的美国制造目标与关税冲击，其次是成本、分散单一代工制造风险及产能短缺等因素。台积电三层战略应对客户分流目前观察，苹果、英伟达都以代工风险最低的产品渐进式调整。与英特尔洽谈合作的还有谷歌、微软、AWS、高通、博通、超微与特斯拉等，以及掌握度最高的美国政府标案长约大单。不过，英特尔能否符合早已习惯台积电模式的科技龙头需求，变数仍大。对台积电来说，已预见众多客户会另转往英特尔投片，但分析认为实际上\"利远大于弊\"，至少有三层战略考量：第一，可降低垄断与监管疑虑；第二，可释放美国政治压力；第三，外溢仅是\"非核心\"订单，有助于未来议价与供货。一方面替台积电在晶圆代工业市占率过高恐牵扯反垄断法的疑虑有所解套，二方面适度释出非核心订单也可减轻来自特朗普政府不断释出各种要求的压力，三方面台积电仍有信心稳固各大厂核心的高阶芯片代工大单。或许试过转单其他晶圆代工厂的客户，才会想念台积电的美好，这对于台积电未来的议价、供货更具优势。","news_type":1,"symbols_score_info":{"INTC":2}},"isVote":1,"tweetType":1,"viewCount":1964,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496231783428608,"gmtCreate":1762172857081,"gmtModify":1762172859485,"author":{"id":"3535856219166205","authorId":"3535856219166205","name":"信仰接盘","avatar":"https://static.tigerbbs.com/bb6e710950b9f1b0c57eabc3b7e0a5de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3535856219166205","idStr":"3535856219166205"},"themes":[],"title":"","htmlText":"无所谓 反正要涨","listText":"无所谓 反正要涨","text":"无所谓 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href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 前几年就没好好涨过 这次一次性补回来","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 前几年就没好好涨过 这次一次性补回来","text":"$美国超微公司(AMD)$ 前几年就没好好涨过 这次一次性补回来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487082608620368","isVote":1,"tweetType":1,"viewCount":1962,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482217972847104,"gmtCreate":1758758020956,"gmtModify":1758758023357,"author":{"id":"3535856219166205","authorId":"3535856219166205","name":"信仰接盘","avatar":"https://static.tigerbbs.com/bb6e710950b9f1b0c57eabc3b7e0a5de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3535856219166205","idStr":"3535856219166205"},"themes":[],"title":"","htmlText":"到处要饭 哈哈哈哈哈哈","listText":"到处要饭 哈哈哈哈哈哈","text":"到处要饭 哈哈哈哈哈哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482217972847104","isVote":1,"tweetType":1,"viewCount":1980,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481228933665584,"gmtCreate":1758511514804,"gmtModify":1758511516658,"author":{"id":"3535856219166205","authorId":"3535856219166205","name":"信仰接盘","avatar":"https://static.tigerbbs.com/bb6e710950b9f1b0c57eabc3b7e0a5de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3535856219166205","idStr":"3535856219166205"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 微软也入股amd吧","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 微软也入股amd吧","text":"$美国超微公司(AMD)$ 微软也入股amd吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481228933665584","isVote":1,"tweetType":1,"viewCount":2609,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464947209486768,"gmtCreate":1754537321183,"gmtModify":1754537322967,"author":{"id":"3535856219166205","authorId":"3535856219166205","name":"信仰接盘","avatar":"https://static.tigerbbs.com/bb6e710950b9f1b0c57eabc3b7e0a5de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3535856219166205","idStr":"3535856219166205"},"themes":[],"title":"","htmlText":"两年前就227了 现在涨到227也不过分吧","listText":"两年前就227了 现在涨到227也不过分吧","text":"两年前就227了 现在涨到227也不过分吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/464947209486768","repostId":"1156622527","repostType":2,"repost":{"id":"1156622527","kind":"news","pubTimestamp":1754535381,"share":"https://www.laohunote.com/m/news/1156622527?lang=zh_CN&edition=full","pubTime":"2025-08-07 10:56","market":"us","language":"zh","title":"AMD还不是下一个英伟达","url":"https://stock-news.laohu8.com/highlight/detail?id=1156622527","media":"巴伦周刊","summary":"对一些投资者来说，$AMD$寄托着成为下一个$英伟达$的希望。对于一些投资者来说，AMD甚至被寄予厚望，希望它能成为“下一个英伟达”——一家能够凭借人工智能实现自我转型的芯片制造商。此外，AMD在打造首款机架级AI服务器时，也可能像英伟达一样遇到困难，这可能会导致项目延期。目前，投资AMD的股票实际上是在押注公司未来能否成功推出机架级AI服务器，而英伟达已经实现了这一点。","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45e6ac13ba8ff82aac47c1fc8d2d4a4e\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"726\"/></p><blockquote><h4 id=\"id_327984467\" style=\"text-align: justify;\">对一些投资者来说，<a href=\"https://laohu8.com/S/AMD\">AMD</a>寄托着成为下一个<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的希望。但这种想法未免过于一厢情愿。</h4></blockquote><p>涨得太快，太猛了。</p><p style=\"text-align: justify;\">近年来，随着人们对人工智能基础设施领域的乐观情绪不断升温，超威半导体（AMD）的股价也一路飙升。对于一些投资者来说，AMD甚至被寄予厚望，希望它能成为“下一个英伟达”——一家能够凭借人工智能实现自我转型的芯片制造商。</p><p style=\"text-align: justify;\">但现在需要保持警惕。周三，AMD股价下跌了6.5%，就在公司公布了强劲的第二季度财报后的第二天。表面上看，这份财报表现不错，6月季度的营收超出预期，销售前景也相当乐观。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/423f826aa7105c119037e14414ae7fd8\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">但这个故事已经出现了一些裂痕，投资者应当克制逢低买入的冲动。有迹象表明，按照目前的价格水平，AMD的股票风险较高。</p><p style=\"text-align: justify;\">华尔街通常将数据中心视为AMD最重要的终端市场，因为其GPU和服务器CPU业务都归属于这一板块。但实际上，几乎所有营收的增长都来自AMD的游戏部门，而数据中心板块的营收同比仅增长了14%，大致符合分析师的预期，增速也远低于该部门第一季度57%的增长。</p><p style=\"text-align: justify;\">此外，投资者还关注AMD的AI GPU业务前景。在公司六月举办的“Advancing AI”活动上，AMD发布了最新的AI芯片——AMD Instinct MI350系列，以与英伟达展开竞争。OpenAI首席执行官奥特曼也现身活动，并对AMD未来的发展路线表示期待，这进一步提升了投资者对本季度的预期。</p><p style=\"text-align: justify;\">随着大型科技公司在本季度财报季提高了资本支出计划，投资者对与人工智能相关的股票变得更加乐观。AMD的股价也参与了这波上涨。截至周二收盘，该公司股价今年已上涨44%，过去三个月涨幅达到73%。相比之下，英伟达今年股价上涨了33%，过去三个月上涨了57%。</p><p style=\"text-align: justify;\">在AMD周二的财报电话会议上，分析师们希望了解MI350能否迅速抓住强劲的AI基础设施需求。但公司给出的答案比较模糊，导致AMD股价在盘后交易中下跌。</p><p style=\"text-align: justify;\">分析师多次向AMD管理层询问有关公司下半年AI GPU业务营收前景的更多细节。每一次，AMD首席执行官苏姿丰都没有像去年那样给出明确的预测。她只是表示，今年下半年产能将会“快速”提升，并多次强调客户对明年推出的MI400系列“兴趣浓厚”。</p><p style=\"text-align: justify;\">管理层对具体数字的犹豫、数据中心业务表现不一，以及对MI400的关注，表明AMD的MI350系列可能无法带来投资者所期待的大幅营收增长。</p><p style=\"text-align: justify;\">关注后续的MI400是有道理的。AI数据中心市场正朝着“全栈式”机架级AI服务器发展，这类服务器集成了数十颗芯片、网络和软件。英伟达在转向自家机架级GB200 NVL72时，最初遇到了一些生产上的小问题，这款产品在一个服务器机架内集成了72颗GPU，但现在已经实现了大规模出货。MI400将成为AMD首款机架级、72颗GPU的数据中心AI服务器产品。</p><p style=\"text-align: justify;\">问题在于，非机架级的MI350很难与英伟达当前的机架级产品竞争。这也意味着，AMD的投资者可能还需要等待至少四个季度，才能看到公司AI GPU业务随着MI400的推出真正起飞。此外，AMD在打造首款机架级AI服务器时，也可能像英伟达一样遇到困难，这可能会导致项目延期。</p><p style=\"text-align: justify;\">伯恩斯坦分析师斯泰西·拉斯贡周三在一份报告中写道：“目前市场对AMD的期待主要集中在MI4XX（MI400）产品线的推进（大约在一年后），理论上这款产品有望缩小与竞争对手在原始性能上的差距，并将机架级解决方案纳入AMD的产品组合。也许在那之前，投资者还愿意继续憧憬，当然，也可能不会。”</p><p style=\"text-align: justify;\">鉴于当前的不确定性，AMD的股价看起来已经被充分评估。目前其市盈率为32倍，上一季度营收增长为32%。英伟达的市盈率略高，为36倍，但其营收增长高达69%。而我认为，华尔街目前对英伟达盈利的预期还被低估了，因为其GB200/GB300 NVL72产品才刚刚开始大规模出货。</p><p style=\"text-align: justify;\">目前，投资AMD的股票实际上是在押注公司未来能否成功推出机架级AI服务器，而英伟达已经实现了这一点。在AMD成功推出MI400 GPU之前（这至少要等到明年），其股价很可能会原地踏步。</p></body></html>","source":"lsy1748071825094","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还不是下一个英伟达</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\">\nAMD还不是下一个英伟达\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-07 10:56 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/XrBAozVgddD8JToh9Px1kg><strong>巴伦周刊</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>对一些投资者来说，AMD寄托着成为下一个英伟达的希望。但这种想法未免过于一厢情愿。涨得太快，太猛了。近年来，随着人们对人工智能基础设施领域的乐观情绪不断升温，超威半导体（AMD）的股价也一路飙升。对于一些投资者来说，AMD甚至被寄予厚望，希望它能成为“下一个英伟达”——一家能够凭借人工智能实现自我转型的芯片制造商。但现在需要保持警惕。周三，AMD股价下跌了6.5%，就在公司公布了强劲的第二季度财报...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/XrBAozVgddD8JToh9Px1kg\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/45e6ac13ba8ff82aac47c1fc8d2d4a4e","relate_stocks":{"BK4612":"AI芯片","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","BK4575":"芯片概念","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4579":"人工智能","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4614":"Manus概念股","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4587":"ChatGPT概念","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","AMD":"美国超微公司","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD"},"source_url":"https://mp.weixin.qq.com/s/XrBAozVgddD8JToh9Px1kg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156622527","content_text":"对一些投资者来说，AMD寄托着成为下一个英伟达的希望。但这种想法未免过于一厢情愿。涨得太快，太猛了。近年来，随着人们对人工智能基础设施领域的乐观情绪不断升温，超威半导体（AMD）的股价也一路飙升。对于一些投资者来说，AMD甚至被寄予厚望，希望它能成为“下一个英伟达”——一家能够凭借人工智能实现自我转型的芯片制造商。但现在需要保持警惕。周三，AMD股价下跌了6.5%，就在公司公布了强劲的第二季度财报后的第二天。表面上看，这份财报表现不错，6月季度的营收超出预期，销售前景也相当乐观。但这个故事已经出现了一些裂痕，投资者应当克制逢低买入的冲动。有迹象表明，按照目前的价格水平，AMD的股票风险较高。华尔街通常将数据中心视为AMD最重要的终端市场，因为其GPU和服务器CPU业务都归属于这一板块。但实际上，几乎所有营收的增长都来自AMD的游戏部门，而数据中心板块的营收同比仅增长了14%，大致符合分析师的预期，增速也远低于该部门第一季度57%的增长。此外，投资者还关注AMD的AI GPU业务前景。在公司六月举办的“Advancing AI”活动上，AMD发布了最新的AI芯片——AMD Instinct MI350系列，以与英伟达展开竞争。OpenAI首席执行官奥特曼也现身活动，并对AMD未来的发展路线表示期待，这进一步提升了投资者对本季度的预期。随着大型科技公司在本季度财报季提高了资本支出计划，投资者对与人工智能相关的股票变得更加乐观。AMD的股价也参与了这波上涨。截至周二收盘，该公司股价今年已上涨44%，过去三个月涨幅达到73%。相比之下，英伟达今年股价上涨了33%，过去三个月上涨了57%。在AMD周二的财报电话会议上，分析师们希望了解MI350能否迅速抓住强劲的AI基础设施需求。但公司给出的答案比较模糊，导致AMD股价在盘后交易中下跌。分析师多次向AMD管理层询问有关公司下半年AI GPU业务营收前景的更多细节。每一次，AMD首席执行官苏姿丰都没有像去年那样给出明确的预测。她只是表示，今年下半年产能将会“快速”提升，并多次强调客户对明年推出的MI400系列“兴趣浓厚”。管理层对具体数字的犹豫、数据中心业务表现不一，以及对MI400的关注，表明AMD的MI350系列可能无法带来投资者所期待的大幅营收增长。关注后续的MI400是有道理的。AI数据中心市场正朝着“全栈式”机架级AI服务器发展，这类服务器集成了数十颗芯片、网络和软件。英伟达在转向自家机架级GB200 NVL72时，最初遇到了一些生产上的小问题，这款产品在一个服务器机架内集成了72颗GPU，但现在已经实现了大规模出货。MI400将成为AMD首款机架级、72颗GPU的数据中心AI服务器产品。问题在于，非机架级的MI350很难与英伟达当前的机架级产品竞争。这也意味着，AMD的投资者可能还需要等待至少四个季度，才能看到公司AI GPU业务随着MI400的推出真正起飞。此外，AMD在打造首款机架级AI服务器时，也可能像英伟达一样遇到困难，这可能会导致项目延期。伯恩斯坦分析师斯泰西·拉斯贡周三在一份报告中写道：“目前市场对AMD的期待主要集中在MI4XX（MI400）产品线的推进（大约在一年后），理论上这款产品有望缩小与竞争对手在原始性能上的差距，并将机架级解决方案纳入AMD的产品组合。也许在那之前，投资者还愿意继续憧憬，当然，也可能不会。”鉴于当前的不确定性，AMD的股价看起来已经被充分评估。目前其市盈率为32倍，上一季度营收增长为32%。英伟达的市盈率略高，为36倍，但其营收增长高达69%。而我认为，华尔街目前对英伟达盈利的预期还被低估了，因为其GB200/GB300 NVL72产品才刚刚开始大规模出货。目前，投资AMD的股票实际上是在押注公司未来能否成功推出机架级AI服务器，而英伟达已经实现了这一点。在AMD成功推出MI400 GPU之前（这至少要等到明年），其股价很可能会原地踏步。","news_type":1,"symbols_score_info":{"AMD":1}},"isVote":1,"tweetType":1,"viewCount":5240,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464848124866640,"gmtCreate":1754513472625,"gmtModify":1754513474385,"author":{"id":"3535856219166205","authorId":"3535856219166205","name":"信仰接盘","avatar":"https://static.tigerbbs.com/bb6e710950b9f1b0c57eabc3b7e0a5de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3535856219166205","idStr":"3535856219166205"},"themes":[],"title":"","htmlText":"中国人没钱了","listText":"中国人没钱了","text":"中国人没钱了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464848124866640","repostId":"2557309303","repostType":2,"repost":{"id":"2557309303","kind":"news","pubTimestamp":1754490720,"share":"https://www.laohunote.com/m/news/2557309303?lang=zh_CN&edition=full","pubTime":"2025-08-06 22:32","market":"us","language":"zh","title":"迪士尼：主题公园人均消费增幅达两年最佳 但中国市场稍微有些挑战","url":"https://stock-news.laohu8.com/highlight/detail?id=2557309303","media":"观点网","summary":"观点网讯：8月6日，迪士尼召开2025年第三季度财务业绩电话会议表示，在美国主题公园业务上，第三季度人均消费同比增长了8%，这是两年多来的最佳增长。迪士尼称，尽管有竞争性公园的开业和国际游客到美国的访问量波动，但总体上公司对人均消费的增长感到满意。其目标是在未来继续保持入园人数和人均消费的平衡增长。","content":"<html><body><article><p><strong>观点网讯：</strong>8月6日，<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>召开2025年第三季度财务业绩电话会议表示，在美国主题公园业务上，第三季度人均消费同比增长了8%，这是两年多来的最佳增长。人均消费的增长受多种因素影响，包括游客来源的构成（本地、州外、国际）。</p><p>迪士尼称，尽管有竞争性公园的开业和国际游客到美国的访问量波动，但总体上公司对人均消费的增长感到满意。本地游客与外地游客的比例并没有显著的变化趋势。总体而言，尽管市场竞争激烈，公司对入园人数和人均消费的增长都感到非常乐观。其目标是在未来继续保持入园人数和人均消费的平衡增长。</p><p>但提及中国市场时则表示，中国的市场稍微有些挑战，主要不是从游客数量的角度，而是从人均消费角度来看，因为中国消费者面临一些压力。</p><p>免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。</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>迪士尼：主题公园人均消费增幅达两年最佳 但中国市场稍微有些挑战</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=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202508062237229737a3cb&s=b><strong>观点网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>观点网讯：8月6日，迪士尼召开2025年第三季度财务业绩电话会议表示，在美国主题公园业务上，第三季度人均消费同比增长了8%，这是两年多来的最佳增长。人均消费的增长受多种因素影响，包括游客来源的构成（本地、州外、国际）。迪士尼称，尽管有竞争性公园的开业和国际游客到美国的访问量波动，但总体上公司对人均消费的增长感到满意。本地游客与外地游客的比例并没有显著的变化趋势。总体而言，尽管市场竞争激烈，公司对...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202508062237229737a3cb&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","DIS":"迪士尼","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU2357305700.SGD":"Allianz Global Artificial 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(USD) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4524":"宅经济概念","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4581":"高盛持仓","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU0251131958.USD":"FIDELITY AMERICA \"A\" (USD) ACC","LU0251142724.SGD":"Fidelity America A-SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","BK4534":"瑞士信贷持仓","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","BK4585":"ETF&股票定投概念","YINN":"三倍做多富时中国ETF-Direxion","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202508062237229737a3cb&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2557309303","content_text":"观点网讯：8月6日，迪士尼召开2025年第三季度财务业绩电话会议表示，在美国主题公园业务上，第三季度人均消费同比增长了8%，这是两年多来的最佳增长。人均消费的增长受多种因素影响，包括游客来源的构成（本地、州外、国际）。迪士尼称，尽管有竞争性公园的开业和国际游客到美国的访问量波动，但总体上公司对人均消费的增长感到满意。本地游客与外地游客的比例并没有显著的变化趋势。总体而言，尽管市场竞争激烈，公司对入园人数和人均消费的增长都感到非常乐观。其目标是在未来继续保持入园人数和人均消费的平衡增长。但提及中国市场时则表示，中国的市场稍微有些挑战，主要不是从游客数量的角度，而是从人均消费角度来看，因为中国消费者面临一些压力。免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。","news_type":1,"symbols_score_info":{"DIS":1,"YINN":1}},"isVote":1,"tweetType":1,"viewCount":3044,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":440588581421728,"gmtCreate":1748604486367,"gmtModify":1748604487545,"author":{"id":"3535856219166205","authorId":"3535856219166205","name":"信仰接盘","avatar":"https://static.tigerbbs.com/bb6e710950b9f1b0c57eabc3b7e0a5de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3535856219166205","idStr":"3535856219166205"},"themes":[],"title":"","htmlText":"玩儿是吧&nbsp;","listText":"玩儿是吧&nbsp;","text":"玩儿是吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/440588581421728","repostId":"2539216310","repostType":2,"repost":{"id":"2539216310","kind":"news","pubTimestamp":1748572051,"share":"https://www.laohunote.com/m/news/2539216310?lang=zh_CN&edition=full","pubTime":"2025-05-30 10:27","market":"us","language":"zh","title":"汇丰唱多AMD：目标价升至100美元，三大驱动力推动评级上调","url":"https://stock-news.laohu8.com/highlight/detail?id=2539216310","media":"智通财经","summary":"目标价从75美元大幅调升至100美元。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/HSBC\">汇丰</a>银行发表研报，将AMD(AMD.US)评级从“卖出”上调至“持有”，目标价从75美元大幅调升至100美元。</p><p>汇丰银行分析师Frank Lee表示，此次评级上调主要基于三个关键因素：首先，AMD与沙特阿拉伯达成的人工智能(AI)合作协议为公司带来新机遇;其次，国际贸易关税紧张局势的缓和为行业发展创造了有利环境;第三，AMD公布的2025年第一季度财报表现亮眼，特别是数据中心业务的强劲增长超出市场预期，有效提振了投资者信心。</p><p>财报数据显示，AMD第一季度营收达74亿美元，同比增长36%，主要增长动力来自数据中心和客户端业务板块的优异表现。净利润同比大幅增长55%，这得益于高利润率的数据中心产品占比提升以及锐龙处理器产品组合的优化。其中，数据中心业务收入同比激增近57%，EPYC服务器处理器和Instinct AI加速器的销售贡献尤为突出。</p><p>Lee认为，AMD在美国与沙特合作项目中展现的发展潜力值得关注。他强调，“从TAM(潜在市场总额)机会来看，AMD具有显著吸引力”。对于公司即将发布的新一代AI芯片，Lee持乐观态度，认为这些新产品将助力AMD提升市场竞争力，更好地应对来自<a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTC.US)等对手的挑战。</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>汇丰唱多AMD：目标价升至100美元，三大驱动力推动评级上调</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; 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display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n汇丰唱多AMD：目标价升至100美元，三大驱动力推动评级上调\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-30 10:27 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1299501.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>汇丰银行发表研报，将AMD(AMD.US)评级从“卖出”上调至“持有”，目标价从75美元大幅调升至100美元。汇丰银行分析师Frank Lee表示，此次评级上调主要基于三个关键因素：首先，AMD与沙特阿拉伯达成的人工智能(AI)合作协议为公司带来新机遇;其次，国际贸易关税紧张局势的缓和为行业发展创造了有利环境;第三，AMD公布的2025年第一季度财报表现亮眼，特别是数据中心业务的强劲增长超出市场...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1299501.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3b2a8b5993ce79542c2059216c861b4f","relate_stocks":{"AMD":"美国超微公司"},"source_url":"http://www.zhitongcaijing.com/content/detail/1299501.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2539216310","content_text":"汇丰银行发表研报，将AMD(AMD.US)评级从“卖出”上调至“持有”，目标价从75美元大幅调升至100美元。汇丰银行分析师Frank Lee表示，此次评级上调主要基于三个关键因素：首先，AMD与沙特阿拉伯达成的人工智能(AI)合作协议为公司带来新机遇;其次，国际贸易关税紧张局势的缓和为行业发展创造了有利环境;第三，AMD公布的2025年第一季度财报表现亮眼，特别是数据中心业务的强劲增长超出市场预期，有效提振了投资者信心。财报数据显示，AMD第一季度营收达74亿美元，同比增长36%，主要增长动力来自数据中心和客户端业务板块的优异表现。净利润同比大幅增长55%，这得益于高利润率的数据中心产品占比提升以及锐龙处理器产品组合的优化。其中，数据中心业务收入同比激增近57%，EPYC服务器处理器和Instinct AI加速器的销售贡献尤为突出。Lee认为，AMD在美国与沙特合作项目中展现的发展潜力值得关注。他强调，“从TAM(潜在市场总额)机会来看，AMD具有显著吸引力”。对于公司即将发布的新一代AI芯片，Lee持乐观态度，认为这些新产品将助力AMD提升市场竞争力，更好地应对来自英特尔(INTC.US)等对手的挑战。","news_type":1,"symbols_score_info":{"AMD":1}},"isVote":1,"tweetType":1,"viewCount":2828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":416604235289096,"gmtCreate":1742718658175,"gmtModify":1742718660031,"author":{"id":"3535856219166205","authorId":"3535856219166205","name":"信仰接盘","avatar":"https://static.tigerbbs.com/bb6e710950b9f1b0c57eabc3b7e0a5de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3535856219166205","idStr":"3535856219166205"},"themes":[],"title":"","htmlText":"算利好 还是大利好 还是超大利好","listText":"算利好 还是大利好 还是超大利好","text":"算利好 还是大利好 还是超大利好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/416604235289096","repostId":"2521278077","repostType":2,"repost":{"id":"2521278077","kind":"news","pubTimestamp":1742711359,"share":"https://www.laohunote.com/m/news/2521278077?lang=zh_CN&edition=full","pubTime":"2025-03-23 14:29","market":"us","language":"zh","title":"AMD获青睐！甲骨文大手笔采购3万块MI355X","url":"https://stock-news.laohu8.com/highlight/detail?id=2521278077","media":"快科技","summary":"快科技3月23日消息，据最新消息，甲骨文已与AMD签署了一项价值数十亿美元的协议，计划搭建包含3万块MI355X的AI集群。AMD MI355X GPU预计将于2025年年中上市，这款GPU基于台积电3nm制程工艺和全新的CDNA 4架构，配备288GB HBM3E内存，带宽高达8TB/s。与此同时，埃里森还提到了甲骨文的超级AI项目“星门”，该项目计划建设由6.4 块英伟达GB200 GPU组成的液冷集群，这可能是全球最大的AI训练项目。","content":"<html><body><p>快科技3月23日消息，据最新消息，<strong><a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>已与AMD签署了一项价值数十亿美元的协议，计划搭建包含3万块MI355X的AI集群。</strong></p><p>甲骨文董事长兼CTO拉里·埃里森在2025财年第三财季电话会议上透露了这一采购计划，他还解释了甲骨文选择AMD的原因：“我们能打造比对手更快、更经济的巨型AI集群。按小时计费模式下，速度优势直接转化为成本优势。”</p><p>甲骨文计划采用“小步快跑”的模式建设数据中心，先建小型数据中心，再根据需求逐步扩容。</p><p><strong>AMD MI355X GPU预计将于2025年年中上市，这款GPU基于<a href=\"https://laohu8.com/S/TSM\">台积电</a>3nm制程工艺和全新的CDNA 4架构，配备288GB HBM3E内存，带宽高达8TB/s。</strong></p><p>它还首次引入了FP6和FP4浮点数据类型，能够在保持计算精度的同时，进一步提升AI训练和推理性能。</p><p>而单平台八卡配置则可提供总计2.3TB的HBM3E内存和64TB/s的带宽，性能表现极为出色。</p><p>与此同时，埃里森还提到了甲骨文的超级AI项目“星门”（Stargate），该项目计划建设由6.4 块<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>GB200 GPU组成的液冷集群，这可能是全球最大的AI训练项目。</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\" 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href=https://tech.ifeng.com/c/8hxMVTW6xTF><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技3月23日消息，据最新消息，甲骨文已与AMD签署了一项价值数十亿美元的协议，计划搭建包含3万块MI355X的AI集群。甲骨文董事长兼CTO拉里·埃里森在2025财年第三财季电话会议上透露了这一采购计划，他还解释了甲骨文选择AMD的原因：“我们能打造比对手更快、更经济的巨型AI集群。按小时计费模式下，速度优势直接转化为成本优势。”甲骨文计划采用“小步快跑”的模式建设数据中心，先建小型数据中心，...</p>\n\n<a href=\"https://tech.ifeng.com/c/8hxMVTW6xTF\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU0878866978.SGD":"First Eagle Amundi International AHS-QD SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","BK4573":"虚拟现实","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) 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HBM3E内存，带宽高达8TB/s。它还首次引入了FP6和FP4浮点数据类型，能够在保持计算精度的同时，进一步提升AI训练和推理性能。而单平台八卡配置则可提供总计2.3TB的HBM3E内存和64TB/s的带宽，性能表现极为出色。与此同时，埃里森还提到了甲骨文的超级AI项目“星门”（Stargate），该项目计划建设由6.4 块英伟达GB200 GPU组成的液冷集群，这可能是全球最大的AI训练项目。","news_type":1,"symbols_score_info":{"GFS":1,"ORCL":1,"AMD":1}},"isVote":1,"tweetType":1,"viewCount":1875,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":405518355181928,"gmtCreate":1740026953612,"gmtModify":1740026955519,"author":{"id":"3535856219166205","authorId":"3535856219166205","name":"信仰接盘","avatar":"https://static.tigerbbs.com/bb6e710950b9f1b0c57eabc3b7e0a5de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3535856219166205","idStr":"3535856219166205"},"themes":[],"title":"","htmlText":"amd收购inter不就行了","listText":"amd收购inter不就行了","text":"amd收购inter不就行了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/405518355181928","repostId":"2512469416","repostType":2,"repost":{"id":"2512469416","kind":"news","pubTimestamp":1740020848,"share":"https://www.laohunote.com/m/news/2512469416?lang=zh_CN&edition=full","pubTime":"2025-02-20 11:07","market":"hk","language":"zh","title":"Intel想卖掉自己几乎不可能！先问问AMD答不答应","url":"https://stock-news.laohu8.com/highlight/detail?id=2512469416","media":"快科技","summary":"但是大家似乎都忘了一点：Intel、AMD之间有着广泛、复杂的交叉授权协议，一方想卖，必须看看另一方的态度！所以，AMD的处理器可以用Intel的指令集，Intel的处理器可以用AMD的技术。事实上，AMD当年将初代Zen架构卖给中国、成立海光，也是经过Intel点头的。如果高通、博通这样的巨头收购了Intel，将会成为一个更加庞大的行业龙头，也会和AMD产生很多的直接竞争，这肯定是AMD不愿意看到的，也不会轻易和对方达成授权协议。","content":"<html><body><p>快科技2月20日消息，Intel目前深陷财务和产品危机，从行业到政府各方都在出谋划策，但大部分都是类似的思路：要么卖掉、合资晶圆厂，要么整体都卖掉，而且据说感兴趣的巨头也不少，但毕竟是Intel，谁都不敢轻易下手。</p><p>但是大家似乎都忘了一点：<strong>Intel、AMD之间有着广泛、复杂的交叉授权协议，一方想卖，必须看看另一方的态度！</strong></p><p>Intel、AMD虽然是死敌，但因为基本技术路线相同，彼此一直有交叉授权协议，最近一笔是2009年签的(所以兆芯能购买和使用威盛IP)，双方都会使用对方的技术以规避可能得侵权诉讼。</p><p>从CPU处理器，到GPU独立和集成显卡，再到DPU、FPGA等其他产品，可以说双方的几乎所有产品线都是如此。</p><p>所以，AMD的处理器可以用Intel的指令集，Intel的处理器可以用AMD的技术。</p><p>但是，<strong>这种交叉授权有着严格的限制，一旦某一方被并购，或者与其他企业合资，协议就会立即终止，双方的产品线都会受到极大影响，必须重新谈判签订新的授权协议。</strong></p><p>事实上，AMD当年将初代Zen架构卖给中国、成立海光，也是经过Intel点头的。</p><p><strong>如果<a href=\"https://laohu8.com/S/QCOM\">高通</a>、<a href=\"https://laohu8.com/S/AVGO\">博通</a>这样的巨头收购了Intel，将会成为一个更加庞大的行业龙头，也会和AMD产生很多的直接竞争，这肯定是AMD不愿意看到的，也不会轻易和对方达成授权协议。</strong></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>Intel想卖掉自己几乎不可能！先问问AMD答不答应</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\">\nIntel想卖掉自己几乎不可能！先问问AMD答不答应\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-20 11:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8h7heiOYok8><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技2月20日消息，Intel目前深陷财务和产品危机，从行业到政府各方都在出谋划策，但大部分都是类似的思路：要么卖掉、合资晶圆厂，要么整体都卖掉，而且据说感兴趣的巨头也不少，但毕竟是Intel，谁都不敢轻易下手。但是大家似乎都忘了一点：Intel、AMD之间有着广泛、复杂的交叉授权协议，一方想卖，必须看看另一方的态度！Intel、AMD虽然是死敌，但因为基本技术路线相同，彼此一直有交叉授权协议，...</p>\n\n<a href=\"https://tech.ifeng.com/c/8h7heiOYok8\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","BK4535":"淡马锡持仓","GFS":"GLOBALFOUNDRIES Inc.","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4515":"5G概念","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","AMD":"美国超微公司","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","INTC":"英特尔","BK4566":"资本集团","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4588":"碎股","BK4579":"人工智能","BK4529":"IDC概念","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0109392836.USD":"富兰克林科技股A","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) 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href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 汇丰算个机扒","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 汇丰算个机扒","text":"$美国超微公司(AMD)$ 汇丰算个机扒","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390449073938720","isVote":1,"tweetType":1,"viewCount":2441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":280995392434456,"gmtCreate":1709632911996,"gmtModify":1709632913979,"author":{"id":"3535856219166205","authorId":"3535856219166205","name":"信仰接盘","avatar":"https://static.tigerbbs.com/bb6e710950b9f1b0c57eabc3b7e0a5de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3535856219166205","idStr":"3535856219166205"},"themes":[],"title":"","htmlText":"那证明amd确实有实力做出高性能卡 索哈买入","listText":"那证明amd确实有实力做出高性能卡 索哈买入","text":"那证明amd确实有实力做出高性能卡 索哈买入","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/280995392434456","repostId":"1103820284","repostType":2,"repost":{"id":"1103820284","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":1709630999,"share":"https://www.laohunote.com/m/news/1103820284?lang=zh_CN&edition=full","pubTime":"2024-03-05 17:29","market":"us","language":"zh","title":"媒体：AMD对华销售“定制版AI芯片”，被美政府认定“性能太强”阻拦","url":"https://stock-news.laohu8.com/highlight/detail?id=1103820284","media":"老虎资讯综合","summary":"3月5日，据路透，美国超威半导体公司在向中国市场销售“定制版人工智能芯片”时，遇到了来自美国政府的阻碍。报道称，AMD尝试获得美国商务部的批准，以向中国客户出售AI芯片。报道援引知情人士的话称，AMD对华出售的“定制版AI芯片”性能低于该公司在中国以外地区销售的芯片性能，其设计是为了满足美国的出口管制。","content":"<html><head></head><body><p>3月5日，据路透，美国超威半导体公司(AMD)在向中国市场销售“定制版人工智能(AI)芯片”时，遇到了来自美国政府的阻碍。报道声称，这是华盛顿打击向中国出口“先进技术”计划的一部分。对于美方限制芯片出口的举动，中方曾表示，事实证明，“小院高墙”挡不住中国创新发展的步伐，也不利于包括美国企业在内整个产业的健康发展。</p><p>报道称，AMD尝试获得美国商务部的批准，以向中国客户出售AI芯片。报道援引知情人士的话称，AMD对华出售的“定制版AI芯片”性能低于该公司在中国以外地区销售的芯片性能，其设计是为了满足美国的出口管制。</p><p>报道说，美国官员宣称，相关芯片的性能“仍然过于强大”，AMD必须获得美国商务部下属工业和安全局的许可才能在中国销售。</p><p>受此消息影响，AMD美股盘前下跌3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/72e1301e2de517379a8080edb640d85e\" tg-width=\"871\" tg-height=\"835\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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媒体：AMD对华销售“定制版AI芯片”，被美政府认定“性能太强”阻拦\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-03-05 17:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>3月5日，据路透，美国超威半导体公司(AMD)在向中国市场销售“定制版人工智能(AI)芯片”时，遇到了来自美国政府的阻碍。报道声称，这是华盛顿打击向中国出口“先进技术”计划的一部分。对于美方限制芯片出口的举动，中方曾表示，事实证明，“小院高墙”挡不住中国创新发展的步伐，也不利于包括美国企业在内整个产业的健康发展。</p><p>报道称，AMD尝试获得美国商务部的批准，以向中国客户出售AI芯片。报道援引知情人士的话称，AMD对华出售的“定制版AI芯片”性能低于该公司在中国以外地区销售的芯片性能，其设计是为了满足美国的出口管制。</p><p>报道说，美国官员宣称，相关芯片的性能“仍然过于强大”，AMD必须获得美国商务部下属工业和安全局的许可才能在中国销售。</p><p>受此消息影响，AMD美股盘前下跌3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/72e1301e2de517379a8080edb640d85e\" tg-width=\"871\" tg-height=\"835\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a593d85be38c3aa543ab3056553101ff","relate_stocks":{"BK4529":"IDC概念","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU0109392836.USD":"富兰克林科技股A","BK4585":"ETF&股票定投概念","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4575":"芯片概念","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4532":"文艺复兴科技持仓","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","AMD":"美国超微公司","BK4566":"资本集团","BK4534":"瑞士信贷持仓","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc 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SGD-H"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1103820284","content_text":"3月5日，据路透，美国超威半导体公司(AMD)在向中国市场销售“定制版人工智能(AI)芯片”时，遇到了来自美国政府的阻碍。报道声称，这是华盛顿打击向中国出口“先进技术”计划的一部分。对于美方限制芯片出口的举动，中方曾表示，事实证明，“小院高墙”挡不住中国创新发展的步伐，也不利于包括美国企业在内整个产业的健康发展。报道称，AMD尝试获得美国商务部的批准，以向中国客户出售AI芯片。报道援引知情人士的话称，AMD对华出售的“定制版AI芯片”性能低于该公司在中国以外地区销售的芯片性能，其设计是为了满足美国的出口管制。报道说，美国官员宣称，相关芯片的性能“仍然过于强大”，AMD必须获得美国商务部下属工业和安全局的许可才能在中国销售。受此消息影响，AMD美股盘前下跌3%。","news_type":1,"symbols_score_info":{"AMD":1}},"isVote":1,"tweetType":1,"viewCount":7311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":852506967,"gmtCreate":1635289066210,"gmtModify":1635289066210,"author":{"id":"3535856219166205","authorId":"3535856219166205","name":"信仰接盘","avatar":"https://static.tigerbbs.com/bb6e710950b9f1b0c57eabc3b7e0a5de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3535856219166205","idStr":"3535856219166205"},"themes":[],"title":"","htmlText":"<a 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