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Fred_6810

Fred_6810

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10:03

英特尔就是一个老登股，讲故事炒股高手！

特朗普政府将6家芯片企业纳入政府持股清单，目前政府参股企业总数已达30家

07-30

$英特尔(INTC)$ 啥时把26的缺口补上再说吧

07-30

故事讲完了吗？

英特尔超大尺寸封装技术取得进展

07-30

$爱芯元智(00600)$ 大股东吃翔去吧

07-30

亏损再次扩大！这么简单的事实都眼瞎嘛

异动解读｜英特尔盘后下跌3.03%，代工客户拓展不及预期叠加半导体板块整体承压延续跌势

07-29

$小米集团-W(01810)$ 总算回到30

07-28

ai沾边，是个猪都会上天的

爱芯元智成立全资子公司“爱芯计算”，升级AI算力战略布局

07-28

去死吧，烂无可烂

爱芯元智成立全资子公司“爱芯计算”，升级AI算力战略布局

07-27

大股东就是一个傻叉， ai风口猪都能上天，她不行[捂脸] [捂脸] [捂脸]

爱芯元智成立全资子公司“爱芯计算”，升级AI算力战略布局

07-25

$英特尔(INTC)$ 过去4代古董芯片都复活再产，产能闲置，没有高毛利订单，急着要利润

07-22

$爱芯元智(00600)$ 烂如狗屎

07-22

没关系，英特尔股价涨过啦

否认了！SK海力士：没有收购英特尔美国晶圆厂

07-22

说说你对这篇新闻的看法...

智能体AI测试：英伟达Vera CPU比英特尔Sapphire Rapids快2.2倍

07-17

股价涨了5倍。现在是行业中最贵的公司，比台积电，amd贵几倍。不增长几倍完全支撑不了股价啊！

财报前瞻｜英特尔本季度营收预计增20.95%，机构多数看多

07-16

最贵，跌的远远不够

07-16

这种业绩对得起一年涨5x吗！

财报前瞻｜英特尔本季度营收预计增20.95%，机构多数看多

07-15

$英特尔(INTC)$ 过去一年涨5x了，还不过瘾，就贪了

07-15

卧槽， amd，英伟达，台积电，特斯拉，google，三星，... 和谁没搞过。把老古董产品线拿出来充数，你认为为啥？

英特尔已与多家科技巨头达成合作，盘前股价上涨2.64% KeyBanc将其目标价提升至155美元

07-10

$英特尔(INTC)$ 最贵的半导体公司，股价把2030年的都涵盖了

06-23

这人品不说了。

小米股价创年内新低 425亿港元配售参与机构浮亏54%

去老虎APP查看更多动态

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讲故事炒股高手！","listText":"英特尔就是一个老登股， 讲故事炒股高手！","text":"英特尔就是一个老登股， 讲故事炒股高手！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/592314191701360","repostId":"2655362663","repostType":2,"repost":{"id":"2655362663","kind":"news","pubTimestamp":1785507300,"share":"https://www.laohu8.com/m/news/2655362663?lang=zh_CN&edition=full","pubTime":"2026-07-31 22:15","market":"us","language":"zh","title":"特朗普政府将6家芯片企业纳入政府持股清单，目前政府参股企业总数已达30家","url":"https://stock-news.laohu8.com/highlight/detail?id=2655362663","media":"环球市场播报","summary":"本周，特朗普政府扩容政府产业投资持仓。6 家半导体企业签署意向书，企业将获得政府资金扶持，作为交换，美国政府取得对应企业少数非控股股权。卡托研究所分析师泰德德黑文统计显示，这批新协议将在未来数月完成最终落地，届时特朗普政府参股企业总数将增至 30 家。特朗普政府彻底调转思路，目前已有 18 家半导体上下游企业达成合作，所有补贴方案均附带政府入股条款。本次 6 家芯片企业对应的政府具体持股比例暂未对外公布。","content":"<html><head></head><body><p style=\"text-align: left;\">本周，特朗普政府扩容政府产业投资持仓。6 家半导体企业签署意向书，企业将获得政府资金扶持，作为交换，美国政府取得对应企业<strong>少数非控股股权</strong>。</p><p style=\"text-align: left;\">卡托研究所分析师泰德・德黑文统计显示，这批新协议将在未来数月完成最终落地，届时特朗普政府参股企业总数将增至 30 家。</p><p style=\"text-align: left;\">德黑文本周表示：“这份公告最值得关注的一点在于，政府持股正在变得稀松平常。”</p><p style=\"text-align: left;\">本轮投资资金全部来自 2022 年《芯片与科学法案》，补贴总额最高可达 8.74 亿美元，用于企业搭建先进算力与人工智能配套新型基建。本次名单涵盖 6 家半导体公司；另外格芯（GFS）曾在 5 月单独和美国政府达成量子芯片合作协议，如今又拿到第二轮补贴资格。</p><p style=\"text-align: left;\">美国商务部长霍华德・卢特尼克在声明中称：“这批战略性投资将强化美国本土产业能力、创造高薪岗位，保障美国在全球半导体行业保持领跑地位。”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ca85231b397851c5b1880e6acbb87ce6\" data-align=\"center\" tg-width=\"550\" tg-height=\"366\"/><span>2026 年 3 月 31 日，美国华盛顿白宫椭圆办公室，美国总统特朗普签署行政令并发表讲话</span></p><p style=\"text-align: left;\">这份《芯片与科学法案》2022 年获批，由前总统拜登签署生效。拜登政府使用法案资金时仅发放无偿补助，不会换取企业股权抖音百科。</p><p style=\"text-align: left;\">特朗普政府彻底调转思路，目前已有 18 家半导体上下游企业达成合作，所有补贴方案均附带政府入股条款。</p><p style=\"text-align: left;\">芯片只是美国政府多元化产业持股的其中一环，政府投资版图还覆盖量子计算、钢铁、核电、稀土矿产。</p><p style=\"text-align: left;\">今年 5 月，美国政府向多家量子科技企业追加投资（包括为 <a href=\"https://laohu8.com/S/IBM\">IBM</a> 新项目拨款），依旧以获取股权作为资金对价，即便市场质疑量子产业短期商业化落地难度极大。</p><p style=\"text-align: left;\">过去一年，特朗普所有投资动作均把国家安全放在首位，目标兼顾盈利回报与战略产业扶持。当年批准日本制铁收购<a href=\"https://laohu8.com/S/X\">美国钢铁</a>时，美国政府拿到美国钢铁的<strong>黄金股（一票否决特权股）</strong>；同时持有西屋电气核电公司 8% 股权。</p><p style=\"text-align: left;\">所有投资里，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>（INTC）最为瞩目。</p><p style=\"text-align: left;\">去年 8 月这笔投资落地至今，这家美国芯片巨头股价屡创历史新高，美国政府账面浮盈超 700 亿美元，特朗普多次公开高调宣传这笔投资。</p><p style=\"text-align: left;\">特朗普近期在真实社交平台发文：“恭喜全体美国民众，我们完成了一笔极其成功的投资。”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4e9132f89c0a83cc94477ed47aa418e3\" data-align=\"center\" tg-width=\"550\" tg-height=\"366\"/><span>2026 年 6 月 2 日，英特尔 CEO 陈立武在台北电脑展（Computex）发表主题演讲。</span></p><p style=\"text-align: left;\">过去一年，美国陆续入股多家稀土企业，包括永磁材料厂商伏尔坎元素、矿业企业 MP 材料、美国稀土公司。</p><p style=\"text-align: left;\">整体来看，特朗普政府在至少 5 家稀土企业持有 5%~15% 不等股权。</p><p style=\"text-align: left;\">稀土领域的合作模式和本轮半导体补贴逻辑高度一致：政府向风险更高的中小型初创企业发放补助，以此换取股权。</p><p style=\"text-align: left;\">美国商务部半导体创新与投资执行主任比尔・弗劳恩霍费尔表示，本轮补贴旨在让企业获得充足带宽与能效优势，安全、快速落地大规模复杂 AI 算力任务。</p><p style=\"text-align: left;\">若本次意向书全部落地，总计 8.74 亿美元补贴将分配给开普勒、多光束、埃克索匹克、新电子、奥布西迪亚半导体、艾鲁玛六家企业，单家补贴金额区间为 3000 万至 2.45 亿美元。</p><p style=\"text-align: left;\">格芯拿到本轮最高补贴。除去 5 月已敲定的 3.75 亿美元拨款，本次可额外获得最高 3 亿美元政府资金。格芯此前披露，5 月首轮补贴对应美国政府约 1% 股权。</p><p style=\"text-align: left;\">本次 6 家芯片企业对应的政府具体持股比例暂未对外公布。</p></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\" />\n<title>特朗普政府将6家芯片企业纳入政府持股清单，目前政府参股企业总数已达30家</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特朗普政府将6家芯片企业纳入政府持股清单，目前政府参股企业总数已达30家\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-31 22:15 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2026-07-31/doc-iniktkau9255493.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本周，特朗普政府扩容政府产业投资持仓。6 家半导体企业签署意向书，企业将获得政府资金扶持，作为交换，美国政府取得对应企业少数非控股股权。卡托研究所分析师泰德・德黑文统计显示，这批新协议将在未来数月完成最终落地，届时特朗普政府参股企业总数将增至 30 家。德黑文本周表示：“这份公告最值得关注的一点在于，政府持股正在变得稀松平常。”本轮投资资金全部来自 2022 年《芯片与科学法案》，补贴总额最高可达...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-07-31/doc-iniktkau9255493.shtml\">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/ca85231b397851c5b1880e6acbb87ce6","relate_stocks":{"HK0000304797.USD":"PICTET 战略收益基金 P类 美元","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","QQQA":"ProShares Nasdaq-100 Dorsey Wright Momentum ETF","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU0251142724.SGD":"Fidelity America A-SGD","LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) ACC","SOX":"费城半导体指数","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) 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啥时把26的缺口补上再说吧","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>&nbsp; 啥时把26的缺口补上再说吧","text":"$英特尔(INTC)$ 啥时把26的缺口补上再说吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/591548852633704","isVote":1,"tweetType":1,"viewCount":659,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088939763411860","authorId":"4088939763411860","name":"money2022","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4088939763411860","idStr":"4088939763411860"},"content":"可不可以不要张嘴就来‌[笑哭] ‌","text":"可不可以不要张嘴就来‌[笑哭] ‌","html":"可不可以不要张嘴就来‌[笑哭] ‌"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":591357770592496,"gmtCreate":1785378424438,"gmtModify":1785378426213,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"故事讲完了吗？&nbsp;","listText":"故事讲完了吗？&nbsp;","text":"故事讲完了吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/591357770592496","repostId":"2655845955","repostType":2,"repost":{"id":"2655845955","kind":"live","pubTimestamp":1785373628,"share":"https://www.laohu8.com/m/news/2655845955?lang=zh_CN&edition=full","pubTime":"2026-07-30 09:07","market":"us","language":"zh","title":"英特尔超大尺寸封装技术取得进展","url":"https://stock-news.laohu8.com/highlight/detail?id=2655845955","media":"格隆汇","summary":"据科创板日报，日前，英特尔超大尺寸封装技术取得进展，将能够制造出尺寸超过光刻掩模尺寸12倍的超大芯片。在英特尔位于新墨西哥州里奥兰乔的工厂里，其先进封装技术正在扩大“光罩极限”——将封装尺寸扩大到目前","content":"<html><body>据科创板日报，日前，英特尔超大尺寸封装技术取得进展，将能够制造出尺寸超过光刻掩模尺寸12倍的超大芯片。在英特尔位于新墨西哥州里奥兰乔的工厂里，其先进封装技术正在扩大“光罩极限”——将封装尺寸扩大到目前行业标准的8倍，到2028年将扩大到12倍以上。这些超大芯片封装尺寸为240毫米x240毫米，光罩尺寸达到24倍，比目前除面板级封装之外的任何封装都要大。随着英特尔不断加速推进其先进封装解决方案，该公司将继续推动封装尺寸超过7倍光罩尺寸，近期路线图将扩展到12倍光罩尺寸以上，而面板级封装将使尺寸超过50倍光罩尺寸。</body></html>","source":"live_gelonghui","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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英特尔超大尺寸封装技术取得进展\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-30 09:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据科创板日报，日前，英特尔超大尺寸封装技术取得进展，将能够制造出尺寸超过光刻掩模尺寸12倍的超大芯片。在英特尔位于新墨西哥州里奥兰乔的工厂里，其先进封装技术正在扩大“光罩极限”——将封装尺寸扩大到目前行业标准的8倍，到2028年将扩大到12倍以上。这些超大芯片封装尺寸为240毫米x240毫米，光罩尺寸达到24倍，比目前除面板级封装之外的任何封装都要大。随着英特尔不断加速推进其先进封装解决方案，该...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","BK4554":"元宇宙及AR概念","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","AIQ":"Global X Artificial Intelligence & Technology ETF","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4512":"苹果概念","BK4527":"明星科技股","BK4543":"AI","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","04335":"英特尔-T","XNTK":"SPDR NYSE Technology ETF","LU2764262908.HKD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (HKD) ACC","BK4141":"半导体产品","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","IE000F7OJYX1.SGD":"RQI GLOBAL \"I\" (SGDHDG) INC","DRIV":"Global X Autonomous & Electric Vehicles ETF","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","IE000WAW04H5.SGD":"RQI GLOBAL \"I\" (SGD) INC A","BK4533":"AQR资本管理(全球第二大对冲基金)","IE0000B7K699.USD":"RQI GLOBAL \"I\" (USD) INC","CHPS":"XTRACKERS SEMICONDUCTOR SELECT EQUITY ETF","INTC":"英特尔","BK4602":"量子计算概念","BK4575":"芯片概念","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4529":"IDC概念","LU0859254822.USD":"T ROWE PRICE GLOBAL VALUE EQUITY \"A\" (USD) ACC","IE000SO60NU8.SGD":"RQI GLOBAL \"I\" (SGDHDG) ACC A","LU0149725797.USD":"汇丰美国股市经济规模基金","IE000BZT7R73.USD":"RQI GLOBAL \"I\" (USD) ACC","FTXL":"First Trust Nasdaq Semiconductor ETF","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","BK4535":"淡马锡持仓","LU2357627491.SGD":"TRP GLOBAL VALUE EQUITY \"AH\" (SGDHDG) ACC","IE000MB6IJN5.SGD":"RQI GLOBAL \"I\" (SGD) ACC","BK4515":"5G概念","BK4612":"AI芯片","LU0056508442.USD":"贝莱德世界科技基金A2","LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4588":"碎股","BK4605":"半导体精选","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","QQQA":"ProShares Nasdaq-100 Dorsey Wright Momentum ETF","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","HK0000304805.HKD":"PICTET 战略收益基金 P类港元","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","AIS":"VistaShares Artificial Intelligence Supercycle ETF","INTW":"2倍做多INTC ETF-GraniteShares","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","TTEQ":"T. Rowe Price Technology ETF","HK0000304797.USD":"PICTET 战略收益基金 P类 美元","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","LEGR":"First Trust Indxx Innovative Transaction & Process ETF","SOXX":"iShares费城交易所半导体ETF","LINT":"Direxion Daily INTC Bull 2X ETF"},"source_url":"https://www.gelonghui.com/rss/live/live.xml","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2655845955","content_text":"据科创板日报，日前，英特尔超大尺寸封装技术取得进展，将能够制造出尺寸超过光刻掩模尺寸12倍的超大芯片。在英特尔位于新墨西哥州里奥兰乔的工厂里，其先进封装技术正在扩大“光罩极限”——将封装尺寸扩大到目前行业标准的8倍，到2028年将扩大到12倍以上。这些超大芯片封装尺寸为240毫米x240毫米，光罩尺寸达到24倍，比目前除面板级封装之外的任何封装都要大。随着英特尔不断加速推进其先进封装解决方案，该公司将继续推动封装尺寸超过7倍光罩尺寸，近期路线图将扩展到12倍光罩尺寸以上，而面板级封装将使尺寸超过50倍光罩尺寸。","news_type":1,"symbols_score_info":{"DRIV":0.6,"LINT":0.6,"CHPS":0.6,"04335":1.98,"SOXX":0.6,"INTW":0.6,"AIS":0.6,"INTC":1.98,"XNTK":0.6,"FTXL":0.6,"AIQ":0.6,"QQQA":0.6,"LEGR":0.6,"TTEQ":0.6}},"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":591367590847144,"gmtCreate":1785378352521,"gmtModify":1785379134626,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00600\">$爱芯元智(00600)$</a>&nbsp; 大股东吃翔去吧","listText":"<a href=\"https://laohu8.com/S/00600\">$爱芯元智(00600)$</a>&nbsp; 大股东吃翔去吧","text":"$爱芯元智(00600)$ 大股东吃翔去吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/591367590847144","isVote":1,"tweetType":1,"viewCount":31,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":591434637275464,"gmtCreate":1785366796091,"gmtModify":1785372996700,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"亏损再次扩大！ &nbsp;这么简单的事实都眼瞎嘛","listText":"亏损再次扩大！ &nbsp;这么简单的事实都眼瞎嘛","text":"亏损再次扩大！ 这么简单的事实都眼瞎嘛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/591434637275464","repostId":"1120138831","repostType":2,"repost":{"id":"1120138831","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"行情直击","id":"1059448697","head_image":"https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a"},"pubTimestamp":1785359325,"share":"https://www.laohu8.com/m/news/1120138831?lang=zh_CN&edition=full","pubTime":"2026-07-30 05:08","market":"us","language":"zh","title":"异动解读｜英特尔盘后下跌3.03%，代工客户拓展不及预期叠加半导体板块整体承压延续跌势","url":"https://stock-news.laohu8.com/highlight/detail?id=1120138831","media":"行情直击","summary":"7月30日，英特尔盘后下跌3.03%，报79.39美元/股，成交额15.15亿美元，延续此前连续多个交易日的回调走势。消息面上，英特尔代工业务客户拓展进度不及预期，算力芯片赛道竞争加剧，下游云端客户优先采购专用AI芯片导致通用处理器需求放缓。板块层面，半导体板块整体承压，美光科技跌3.65%、SK海力士跌2.75%、美国超微公司跌1.24%、台积电跌0.99%，板块性抛压进一步加剧个股回调。","content":"<p><p>7月30日，英特尔盘后下跌3.03%，报79.39美元/股，成交额15.15亿美元，延续此前连续多个交易日的回调走势。</p><p>消息面上，英特尔代工业务客户拓展进度不及预期，算力芯片赛道竞争加剧，下游云端客户优先采购专用AI芯片导致通用处理器需求放缓。同时，公司将全年资本支出从150亿美元大幅上调至200亿美元，调整后自由现金流仍为负值，Cantor Fitzgerald下调目标价至125美元，韦德布什维持中性评级，高资本开支持续压制估值空间。板块层面，半导体板块整体承压，美光科技跌3.65%、SK海力士跌2.75%、美国超微公司跌1.24%、台积电跌0.99%，板块性抛压进一步加剧个股回调。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">行情直击 </p>\n<p class=\"h-time\">2026-07-30 05:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>7月30日，英特尔盘后下跌3.03%，报79.39美元/股，成交额15.15亿美元，延续此前连续多个交易日的回调走势。</p><p>消息面上，英特尔代工业务客户拓展进度不及预期，算力芯片赛道竞争加剧，下游云端客户优先采购专用AI芯片导致通用处理器需求放缓。同时，公司将全年资本支出从150亿美元大幅上调至200亿美元，调整后自由现金流仍为负值，Cantor Fitzgerald下调目标价至125美元，韦德布什维持中性评级，高资本开支持续压制估值空间。板块层面，半导体板块整体承压，美光科技跌3.65%、SK海力士跌2.75%、美国超微公司跌1.24%、台积电跌0.99%，板块性抛压进一步加剧个股回调。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120138831","content_text":"7月30日，英特尔盘后下跌3.03%，报79.39美元/股，成交额15.15亿美元，延续此前连续多个交易日的回调走势。消息面上，英特尔代工业务客户拓展进度不及预期，算力芯片赛道竞争加剧，下游云端客户优先采购专用AI芯片导致通用处理器需求放缓。同时，公司将全年资本支出从150亿美元大幅上调至200亿美元，调整后自由现金流仍为负值，Cantor Fitzgerald下调目标价至125美元，韦德布什维持中性评级，高资本开支持续压制估值空间。板块层面，半导体板块整体承压，美光科技跌3.65%、SK海力士跌2.75%、美国超微公司跌1.24%、台积电跌0.99%，板块性抛压进一步加剧个股回调。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","news_type":1,"symbols_score_info":{"INTC":1}},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":591048768795584,"gmtCreate":1785300546694,"gmtModify":1785300548966,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a>&nbsp; 总算回到30","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a>&nbsp; 总算回到30","text":"$小米集团-W(01810)$ 总算回到30","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/591048768795584","isVote":1,"tweetType":1,"viewCount":129,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":590656334210008,"gmtCreate":1785204744724,"gmtModify":1785207220105,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"ai沾边，是个猪都会上天的","listText":"ai沾边，是个猪都会上天的","text":"ai沾边，是个猪都会上天的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/590656334210008","repostId":"2653844740","repostType":2,"repost":{"id":"2653844740","kind":"highlight","pubTimestamp":1784895082,"share":"https://www.laohu8.com/m/news/2653844740?lang=zh_CN&edition=full","pubTime":"2026-07-24 20:11","market":"sh","language":"zh","title":"爱芯元智成立全资子公司“爱芯计算”，升级AI算力战略布局","url":"https://stock-news.laohu8.com/highlight/detail?id=2653844740","media":"雷递网","summary":"AI系统芯片（SoC）供应商爱芯元智今日宣布，成立全资子公司“爱芯计算”。此举标志着爱芯元智在AI算力领域的战略布局全面升级，旨在进一步聚焦AI计算核心能力，加速AI推理技术的创新与应用，为AI产业提供更专业、高效的算力解决方案。","content":"<html><body><p><img src=\"https://static.tigerbbs.com/071655b3feeb464b9c1765281b18c099\" title=\"1.jpeg\"/></p><p><span>雷递网 乐天 7月24日</span></p><p>AI系统芯片（SoC）供应商<a href=\"https://laohu8.com/S/00600\">爱芯元智</a>今日宣布，成立全资子公司“爱芯计算”。此举标志着爱芯元智在AI算力领域的战略布局全面升级，旨在进一步聚焦AI计算核心能力，加速AI推理技术的创新与应用，为AI产业提供更专业、高效的算力解决方案。</p><p>随着人工智能技术和应用的飞速发展，AI推理已成为驱动各行各业智能化转型的核心引擎。</p><p>爱芯元智称，公司深刻洞察到市场对安全可靠、高智价比AI推理算力的迫切需求。成立“爱芯计算”正是爱芯元智顺应这一趋势，从“AI芯片供应商”向“AI计算平台赋能者”战略跃迁的关键一步。</p><p>爱芯计算将承接并深化母公司自研“爱芯通元”混合精度NPU的深厚技术积累，凭借超高的计算效率与极低的物理功耗，在端侧及边缘侧推理上构建核心技术代差。其底层算子指令化架构设计，确保系统具备极高的易用性与完备的算子支持度，实现主流模型在边端侧“极速转换与一键跑通”。</p><p>爱芯计算称，将核心聚焦提供领先的AI推理解决方案，通过算力卡等标准化参考方案的完整交付，赋能具身智能、智慧办公、智慧零售、智慧教育、智慧工业等多元物理AI应用场景，助力客户快速实现商业闭环。</p><p>在本届刚刚收官的 WAIC 2026 世界人工智能大会现场，爱芯元曦系列 AI 推理卡、推理服务器，搭配具身智能大小脑整体方案及配套软件适配体系悉数对外亮相，验证了公司从自研芯片硬件到上层行业场景交付的全链路算力闭环实力。依托本次 WAIC 展出的成熟产品<a href=\"https://laohu8.com/S/301365\">矩阵</a>与技术落地经验，爱芯计算称，将为各类物理 AI 实用场景，持续输出高智价比的 AI 算力产品与一体化解决方案。</p><p>爱芯元智创始人、董事长仇肖莘博士表示：“成立爱芯计算，是我们面向未来AI时代做出的重要战略决策。它是爱芯元智技术实力的自然延伸，更是我们对AI产业发展趋势的积极响应。爱芯计算将继续以‘普惠 AI，造就美好生活’为企业使命，专注于AI算力的核心突破，通过持续创新，为客户提供极致的AI推理性能和智价比，共同构建一个智能无处不在的物理 AI世界。”</p><p>——————————————</p><p>雷递由媒体人雷建平创办，若转载请写明来源。</p></body></html>","source":"leinews_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>爱芯元智成立全资子公司“爱芯计算”，升级AI算力战略布局</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 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Fund"},"source_url":"https://www.leinews.com/n34466/detail.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2653844740","content_text":"雷递网 乐天 7月24日AI系统芯片（SoC）供应商爱芯元智今日宣布，成立全资子公司“爱芯计算”。此举标志着爱芯元智在AI算力领域的战略布局全面升级，旨在进一步聚焦AI计算核心能力，加速AI推理技术的创新与应用，为AI产业提供更专业、高效的算力解决方案。随着人工智能技术和应用的飞速发展，AI推理已成为驱动各行各业智能化转型的核心引擎。爱芯元智称，公司深刻洞察到市场对安全可靠、高智价比AI推理算力的迫切需求。成立“爱芯计算”正是爱芯元智顺应这一趋势，从“AI芯片供应商”向“AI计算平台赋能者”战略跃迁的关键一步。爱芯计算将承接并深化母公司自研“爱芯通元”混合精度NPU的深厚技术积累，凭借超高的计算效率与极低的物理功耗，在端侧及边缘侧推理上构建核心技术代差。其底层算子指令化架构设计，确保系统具备极高的易用性与完备的算子支持度，实现主流模型在边端侧“极速转换与一键跑通”。爱芯计算称，将核心聚焦提供领先的AI推理解决方案，通过算力卡等标准化参考方案的完整交付，赋能具身智能、智慧办公、智慧零售、智慧教育、智慧工业等多元物理AI应用场景，助力客户快速实现商业闭环。在本届刚刚收官的 WAIC 2026 世界人工智能大会现场，爱芯元曦系列 AI 推理卡、推理服务器，搭配具身智能大小脑整体方案及配套软件适配体系悉数对外亮相，验证了公司从自研芯片硬件到上层行业场景交付的全链路算力闭环实力。依托本次 WAIC 展出的成熟产品矩阵与技术落地经验，爱芯计算称，将为各类物理 AI 实用场景，持续输出高智价比的 AI 算力产品与一体化解决方案。爱芯元智创始人、董事长仇肖莘博士表示：“成立爱芯计算，是我们面向未来AI时代做出的重要战略决策。它是爱芯元智技术实力的自然延伸，更是我们对AI产业发展趋势的积极响应。爱芯计算将继续以‘普惠 AI，造就美好生活’为企业使命，专注于AI算力的核心突破，通过持续创新，为客户提供极致的AI推理性能和智价比，共同构建一个智能无处不在的物理 AI世界。”——————————————雷递由媒体人雷建平创办，若转载请写明来源。","news_type":1,"symbols_score_info":{"00600":1.5,"WISE":1.5,"AIO":1.5,"WDAI":1.5}},"isVote":1,"tweetType":1,"viewCount":304,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":590656362357000,"gmtCreate":1785204681858,"gmtModify":1785207220191,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"去死吧，烂无可烂","listText":"去死吧，烂无可烂","text":"去死吧，烂无可烂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/590656362357000","repostId":"2653844740","repostType":2,"repost":{"id":"2653844740","kind":"highlight","pubTimestamp":1784895082,"share":"https://www.laohu8.com/m/news/2653844740?lang=zh_CN&edition=full","pubTime":"2026-07-24 20:11","market":"sh","language":"zh","title":"爱芯元智成立全资子公司“爱芯计算”，升级AI算力战略布局","url":"https://stock-news.laohu8.com/highlight/detail?id=2653844740","media":"雷递网","summary":"AI系统芯片（SoC）供应商爱芯元智今日宣布，成立全资子公司“爱芯计算”。此举标志着爱芯元智在AI算力领域的战略布局全面升级，旨在进一步聚焦AI计算核心能力，加速AI推理技术的创新与应用，为AI产业提供更专业、高效的算力解决方案。","content":"<html><body><p><img src=\"https://static.tigerbbs.com/071655b3feeb464b9c1765281b18c099\" title=\"1.jpeg\"/></p><p><span>雷递网 乐天 7月24日</span></p><p>AI系统芯片（SoC）供应商<a href=\"https://laohu8.com/S/00600\">爱芯元智</a>今日宣布，成立全资子公司“爱芯计算”。此举标志着爱芯元智在AI算力领域的战略布局全面升级，旨在进一步聚焦AI计算核心能力，加速AI推理技术的创新与应用，为AI产业提供更专业、高效的算力解决方案。</p><p>随着人工智能技术和应用的飞速发展，AI推理已成为驱动各行各业智能化转型的核心引擎。</p><p>爱芯元智称，公司深刻洞察到市场对安全可靠、高智价比AI推理算力的迫切需求。成立“爱芯计算”正是爱芯元智顺应这一趋势，从“AI芯片供应商”向“AI计算平台赋能者”战略跃迁的关键一步。</p><p>爱芯计算将承接并深化母公司自研“爱芯通元”混合精度NPU的深厚技术积累，凭借超高的计算效率与极低的物理功耗，在端侧及边缘侧推理上构建核心技术代差。其底层算子指令化架构设计，确保系统具备极高的易用性与完备的算子支持度，实现主流模型在边端侧“极速转换与一键跑通”。</p><p>爱芯计算称，将核心聚焦提供领先的AI推理解决方案，通过算力卡等标准化参考方案的完整交付，赋能具身智能、智慧办公、智慧零售、智慧教育、智慧工业等多元物理AI应用场景，助力客户快速实现商业闭环。</p><p>在本届刚刚收官的 WAIC 2026 世界人工智能大会现场，爱芯元曦系列 AI 推理卡、推理服务器，搭配具身智能大小脑整体方案及配套软件适配体系悉数对外亮相，验证了公司从自研芯片硬件到上层行业场景交付的全链路算力闭环实力。依托本次 WAIC 展出的成熟产品<a href=\"https://laohu8.com/S/301365\">矩阵</a>与技术落地经验，爱芯计算称，将为各类物理 AI 实用场景，持续输出高智价比的 AI 算力产品与一体化解决方案。</p><p>爱芯元智创始人、董事长仇肖莘博士表示：“成立爱芯计算，是我们面向未来AI时代做出的重要战略决策。它是爱芯元智技术实力的自然延伸，更是我们对AI产业发展趋势的积极响应。爱芯计算将继续以‘普惠 AI，造就美好生活’为企业使命，专注于AI算力的核心突破，通过持续创新，为客户提供极致的AI推理性能和智价比，共同构建一个智能无处不在的物理 AI世界。”</p><p>——————————————</p><p>雷递由媒体人雷建平创办，若转载请写明来源。</p></body></html>","source":"leinews_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>爱芯元智成立全资子公司“爱芯计算”，升级AI算力战略布局</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 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class=\"title\">\n爱芯元智成立全资子公司“爱芯计算”，升级AI算力战略布局\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-24 20:11 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.leinews.com/n34466/detail.html><strong>雷递网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>雷递网 乐天 7月24日AI系统芯片（SoC）供应商爱芯元智今日宣布，成立全资子公司“爱芯计算”。此举标志着爱芯元智在AI算力领域的战略布局全面升级，旨在进一步聚焦AI计算核心能力，加速AI推理技术的创新与应用，为AI产业提供更专业、高效的算力解决方案。随着人工智能技术和应用的飞速发展，AI推理已成为驱动各行各业智能化转型的核心引擎。爱芯元智称，公司深刻洞察到市场对安全可靠、高智价比AI推理算力的...</p>\n\n<a href=\"https://www.leinews.com/n34466/detail.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://leidinews-1256465536.cos.ap-chengdu.myqcloud.com/u_News/20260724/6392052067938645862327625.jpeg","relate_stocks":{"BK1163":"半导体产品","BK1216":"多样化房地产活动","00600":"爱芯元智","WDAI":"Pacer S&P World 3AI Top 300 ETF","WISE":"THEMES GENERATIVE ARTIFICIAL INTELLIGENCE ETF","AIO":"Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund"},"source_url":"https://www.leinews.com/n34466/detail.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2653844740","content_text":"雷递网 乐天 7月24日AI系统芯片（SoC）供应商爱芯元智今日宣布，成立全资子公司“爱芯计算”。此举标志着爱芯元智在AI算力领域的战略布局全面升级，旨在进一步聚焦AI计算核心能力，加速AI推理技术的创新与应用，为AI产业提供更专业、高效的算力解决方案。随着人工智能技术和应用的飞速发展，AI推理已成为驱动各行各业智能化转型的核心引擎。爱芯元智称，公司深刻洞察到市场对安全可靠、高智价比AI推理算力的迫切需求。成立“爱芯计算”正是爱芯元智顺应这一趋势，从“AI芯片供应商”向“AI计算平台赋能者”战略跃迁的关键一步。爱芯计算将承接并深化母公司自研“爱芯通元”混合精度NPU的深厚技术积累，凭借超高的计算效率与极低的物理功耗，在端侧及边缘侧推理上构建核心技术代差。其底层算子指令化架构设计，确保系统具备极高的易用性与完备的算子支持度，实现主流模型在边端侧“极速转换与一键跑通”。爱芯计算称，将核心聚焦提供领先的AI推理解决方案，通过算力卡等标准化参考方案的完整交付，赋能具身智能、智慧办公、智慧零售、智慧教育、智慧工业等多元物理AI应用场景，助力客户快速实现商业闭环。在本届刚刚收官的 WAIC 2026 世界人工智能大会现场，爱芯元曦系列 AI 推理卡、推理服务器，搭配具身智能大小脑整体方案及配套软件适配体系悉数对外亮相，验证了公司从自研芯片硬件到上层行业场景交付的全链路算力闭环实力。依托本次 WAIC 展出的成熟产品矩阵与技术落地经验，爱芯计算称，将为各类物理 AI 实用场景，持续输出高智价比的 AI 算力产品与一体化解决方案。爱芯元智创始人、董事长仇肖莘博士表示：“成立爱芯计算，是我们面向未来AI时代做出的重要战略决策。它是爱芯元智技术实力的自然延伸，更是我们对AI产业发展趋势的积极响应。爱芯计算将继续以‘普惠 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[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/590316068233496","repostId":"2653844740","repostType":2,"repost":{"id":"2653844740","kind":"highlight","pubTimestamp":1784895082,"share":"https://www.laohu8.com/m/news/2653844740?lang=zh_CN&edition=full","pubTime":"2026-07-24 20:11","market":"sh","language":"zh","title":"爱芯元智成立全资子公司“爱芯计算”，升级AI算力战略布局","url":"https://stock-news.laohu8.com/highlight/detail?id=2653844740","media":"雷递网","summary":"AI系统芯片（SoC）供应商爱芯元智今日宣布，成立全资子公司“爱芯计算”。此举标志着爱芯元智在AI算力领域的战略布局全面升级，旨在进一步聚焦AI计算核心能力，加速AI推理技术的创新与应用，为AI产业提供更专业、高效的算力解决方案。","content":"<html><body><p><img src=\"https://static.tigerbbs.com/071655b3feeb464b9c1765281b18c099\" title=\"1.jpeg\"/></p><p><span>雷递网 乐天 7月24日</span></p><p>AI系统芯片（SoC）供应商<a href=\"https://laohu8.com/S/00600\">爱芯元智</a>今日宣布，成立全资子公司“爱芯计算”。此举标志着爱芯元智在AI算力领域的战略布局全面升级，旨在进一步聚焦AI计算核心能力，加速AI推理技术的创新与应用，为AI产业提供更专业、高效的算力解决方案。</p><p>随着人工智能技术和应用的飞速发展，AI推理已成为驱动各行各业智能化转型的核心引擎。</p><p>爱芯元智称，公司深刻洞察到市场对安全可靠、高智价比AI推理算力的迫切需求。成立“爱芯计算”正是爱芯元智顺应这一趋势，从“AI芯片供应商”向“AI计算平台赋能者”战略跃迁的关键一步。</p><p>爱芯计算将承接并深化母公司自研“爱芯通元”混合精度NPU的深厚技术积累，凭借超高的计算效率与极低的物理功耗，在端侧及边缘侧推理上构建核心技术代差。其底层算子指令化架构设计，确保系统具备极高的易用性与完备的算子支持度，实现主流模型在边端侧“极速转换与一键跑通”。</p><p>爱芯计算称，将核心聚焦提供领先的AI推理解决方案，通过算力卡等标准化参考方案的完整交付，赋能具身智能、智慧办公、智慧零售、智慧教育、智慧工业等多元物理AI应用场景，助力客户快速实现商业闭环。</p><p>在本届刚刚收官的 WAIC 2026 世界人工智能大会现场，爱芯元曦系列 AI 推理卡、推理服务器，搭配具身智能大小脑整体方案及配套软件适配体系悉数对外亮相，验证了公司从自研芯片硬件到上层行业场景交付的全链路算力闭环实力。依托本次 WAIC 展出的成熟产品<a href=\"https://laohu8.com/S/301365\">矩阵</a>与技术落地经验，爱芯计算称，将为各类物理 AI 实用场景，持续输出高智价比的 AI 算力产品与一体化解决方案。</p><p>爱芯元智创始人、董事长仇肖莘博士表示：“成立爱芯计算，是我们面向未来AI时代做出的重要战略决策。它是爱芯元智技术实力的自然延伸，更是我们对AI产业发展趋势的积极响应。爱芯计算将继续以‘普惠 AI，造就美好生活’为企业使命，专注于AI算力的核心突破，通过持续创新，为客户提供极致的AI推理性能和智价比，共同构建一个智能无处不在的物理 AI世界。”</p><p>——————————————</p><p>雷递由媒体人雷建平创办，若转载请写明来源。</p></body></html>","source":"leinews_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>爱芯元智成立全资子公司“爱芯计算”，升级AI算力战略布局</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 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class=\"title\">\n爱芯元智成立全资子公司“爱芯计算”，升级AI算力战略布局\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-24 20:11 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.leinews.com/n34466/detail.html><strong>雷递网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>雷递网 乐天 7月24日AI系统芯片（SoC）供应商爱芯元智今日宣布，成立全资子公司“爱芯计算”。此举标志着爱芯元智在AI算力领域的战略布局全面升级，旨在进一步聚焦AI计算核心能力，加速AI推理技术的创新与应用，为AI产业提供更专业、高效的算力解决方案。随着人工智能技术和应用的飞速发展，AI推理已成为驱动各行各业智能化转型的核心引擎。爱芯元智称，公司深刻洞察到市场对安全可靠、高智价比AI推理算力的...</p>\n\n<a href=\"https://www.leinews.com/n34466/detail.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://leidinews-1256465536.cos.ap-chengdu.myqcloud.com/u_News/20260724/6392052067938645862327625.jpeg","relate_stocks":{"BK1163":"半导体产品","BK1216":"多样化房地产活动","00600":"爱芯元智","WDAI":"Pacer S&P World 3AI Top 300 ETF","WISE":"THEMES GENERATIVE ARTIFICIAL INTELLIGENCE ETF","AIO":"Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund"},"source_url":"https://www.leinews.com/n34466/detail.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2653844740","content_text":"雷递网 乐天 7月24日AI系统芯片（SoC）供应商爱芯元智今日宣布，成立全资子公司“爱芯计算”。此举标志着爱芯元智在AI算力领域的战略布局全面升级，旨在进一步聚焦AI计算核心能力，加速AI推理技术的创新与应用，为AI产业提供更专业、高效的算力解决方案。随着人工智能技术和应用的飞速发展，AI推理已成为驱动各行各业智能化转型的核心引擎。爱芯元智称，公司深刻洞察到市场对安全可靠、高智价比AI推理算力的迫切需求。成立“爱芯计算”正是爱芯元智顺应这一趋势，从“AI芯片供应商”向“AI计算平台赋能者”战略跃迁的关键一步。爱芯计算将承接并深化母公司自研“爱芯通元”混合精度NPU的深厚技术积累，凭借超高的计算效率与极低的物理功耗，在端侧及边缘侧推理上构建核心技术代差。其底层算子指令化架构设计，确保系统具备极高的易用性与完备的算子支持度，实现主流模型在边端侧“极速转换与一键跑通”。爱芯计算称，将核心聚焦提供领先的AI推理解决方案，通过算力卡等标准化参考方案的完整交付，赋能具身智能、智慧办公、智慧零售、智慧教育、智慧工业等多元物理AI应用场景，助力客户快速实现商业闭环。在本届刚刚收官的 WAIC 2026 世界人工智能大会现场，爱芯元曦系列 AI 推理卡、推理服务器，搭配具身智能大小脑整体方案及配套软件适配体系悉数对外亮相，验证了公司从自研芯片硬件到上层行业场景交付的全链路算力闭环实力。依托本次 WAIC 展出的成熟产品矩阵与技术落地经验，爱芯计算称，将为各类物理 AI 实用场景，持续输出高智价比的 AI 算力产品与一体化解决方案。爱芯元智创始人、董事长仇肖莘博士表示：“成立爱芯计算，是我们面向未来AI时代做出的重要战略决策。它是爱芯元智技术实力的自然延伸，更是我们对AI产业发展趋势的积极响应。爱芯计算将继续以‘普惠 AI，造就美好生活’为企业使命，专注于AI算力的核心突破，通过持续创新，为客户提供极致的AI推理性能和智价比，共同构建一个智能无处不在的物理 AI世界。”——————————————雷递由媒体人雷建平创办，若转载请写明来源。","news_type":1,"symbols_score_info":{"00600":1.5,"WISE":1.5,"AIO":1.5,"WDAI":1.5}},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":589471467421840,"gmtCreate":1784945448893,"gmtModify":1784945451202,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 过去4代古董芯片都复活再产， 产能闲置，没有高毛利订单，急着要利润","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 过去4代古董芯片都复活再产， 产能闲置，没有高毛利订单，急着要利润","text":"$英特尔(INTC)$ 过去4代古董芯片都复活再产， 产能闲置，没有高毛利订单，急着要利润","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/589471467421840","isVote":1,"tweetType":1,"viewCount":418,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":588497110672680,"gmtCreate":1784707557032,"gmtModify":1784708131963,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00600\">$爱芯元智(00600)$</a>&nbsp; 烂如狗屎","listText":"<a href=\"https://laohu8.com/S/00600\">$爱芯元智(00600)$</a>&nbsp; 烂如狗屎","text":"$爱芯元智(00600)$ 烂如狗屎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/588497110672680","isVote":1,"tweetType":1,"viewCount":393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":588487792709672,"gmtCreate":1784705196053,"gmtModify":1784705198123,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"没关系，英特尔股价涨过啦","listText":"没关系，英特尔股价涨过啦","text":"没关系，英特尔股价涨过啦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/588487792709672","repostId":"2653690734","repostType":2,"repost":{"id":"2653690734","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":1784702372,"share":"https://www.laohu8.com/m/news/2653690734?lang=zh_CN&edition=full","pubTime":"2026-07-22 14:39","market":"sg","language":"zh","title":"否认了！SK海力士：没有收购英特尔美国晶圆厂","url":"https://stock-news.laohu8.com/highlight/detail?id=2653690734","media":"华尔街见闻","summary":"有韩媒22日报道称，SK海力士正与英特尔就收购俄亥俄州半导体园区展开谈判，目标是在五年内于美国本土生产存储芯片。同日，SK海力士发布澄清公告，明确表示\"没有推进或决定收购英特尔俄亥俄州地块及晶圆厂（Fab）的事实\"，但同时承认\"持续评估各类投资和收购机会\"。","content":"<html><head></head><body><blockquote><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>明确否认正在推进收购<a href=\"https://laohu8.com/S/INTC\">英特尔</a>俄亥俄州半导体园区的报道，但该公司赴美建厂的大方向已基本明朗。</p></blockquote><p style=\"text-align: left;\">韩国《中央日报》7月22日援引匿名知情人士报道称，SK海力士正与英特尔就收购俄亥俄州半导体园区展开谈判，目标是在五年内于美国本土生产存储芯片。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f4d2a5a00e8683a4461b488033c55c3\" data-align=\"center\" tg-width=\"1024\" tg-height=\"564\"/><span></span></p><p style=\"text-align: left;\">该报道随即引发市场广泛关注。<strong>同日，SK海力士发布澄清公告，明确表示&#34;没有推进或决定收购英特尔俄亥俄州地块及晶圆厂（Fab）的事实&#34;，但同时承认&#34;持续评估各类投资和收购机会&#34;。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26bff9c462a29a3db409f8c469197d9c\" data-align=\"center\" tg-width=\"1024\" tg-height=\"714\"/><span></span></p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\">尽管收购传闻遭到否认，SK海力士扩大美国本土生产布局的压力仍在持续。该公司财务负责人金宇铉（김우현）签署了上述澄清公告。</p><h2 style=\"text-align: left;\">报道称谈判进行中，SK海力士予以否认</h2><p style=\"text-align: left;\">韩媒报道援引&#34;熟悉SK海力士内部情况的匿名人士&#34;称，与英特尔的收购谈判已进入实质阶段，&#34;内部审查和政府审批程序正在推进&#34;，收购金额与时间尚在协商中。</p><p style=\"text-align: left;\">英特尔俄亥俄州园区位于纽阿尔巴尼市，于2022年破土动工，目前已完成混凝土浇筑和钢结构等主要基础施工，规划总面积约404万平方米，可建设8座晶圆厂，全面开发预计耗资约1000亿美元。英特尔原计划在第一阶段投入约280亿美元、于2025年完工&#34;Fab 27&#34;和&#34;Fab 28&#34;两座工厂，但受代工业务客户拓展不利及资金压力影响，工厂投产时间已推迟至2030至2031年。</p><p style=\"text-align: left;\">针对上述报道，SK海力士在韩国交易所澄清公告平台发布声明，明确否认了收购推进或决策的存在，但措辞留有余地，未排除未来进行相关评估的可能性。</p><h2 style=\"text-align: left;\">美国施压在先，赴美建厂方向已定</h2><p style=\"text-align: left;\">否认收购传闻的背景下，SK海力士赴美扩产的战略意图已通过高层表态公开确认。SK集团会长崔泰源7月15日在济州岛大韩商工会议所夏季论坛上表示，&#34;目前存储芯片价格异常偏高，需要扩大供应、压低价格&#34;，并明确提出&#34;不仅要在湖南，也要在美国建设半导体工厂，现在正在寻找地点，需要尽快推进&#34;。</p><p style=\"text-align: left;\">来自美国政府的压力是重要背景。美国商务部长Howard Lutnick本月10日出席<a href=\"https://laohu8.com/S/MU\">美光</a>纽约工厂活动时表示，希望&#34;召唤<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>和SK海力士来美国建设生产设施&#34;。半导体业界普遍将这一表态解读为，美方要求已从封装后道工序延伸至DRAM等存储芯片前道工序的本土化生产。</p><p style=\"text-align: left;\">目前，SK海力士正在印第安纳州投资约38.7亿美元建设高带宽存储器（HBM）封装生产基地，预计2028年投产。<a href=\"https://laohu8.com/S/SMSD.UK\">三星电子</a>则正在德克萨斯州泰勒市推进约370亿美元的先进代工厂及研发设施建设项目。</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>否认了！SK海力士：没有收购英特尔美国晶圆厂</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否认了！SK海力士：没有收购英特尔美国晶圆厂\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\">2026-07-22 14:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>明确否认正在推进收购<a href=\"https://laohu8.com/S/INTC\">英特尔</a>俄亥俄州半导体园区的报道，但该公司赴美建厂的大方向已基本明朗。</p></blockquote><p style=\"text-align: left;\">韩国《中央日报》7月22日援引匿名知情人士报道称，SK海力士正与英特尔就收购俄亥俄州半导体园区展开谈判，目标是在五年内于美国本土生产存储芯片。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f4d2a5a00e8683a4461b488033c55c3\" data-align=\"center\" tg-width=\"1024\" tg-height=\"564\"/><span></span></p><p style=\"text-align: left;\">该报道随即引发市场广泛关注。<strong>同日，SK海力士发布澄清公告，明确表示&#34;没有推进或决定收购英特尔俄亥俄州地块及晶圆厂（Fab）的事实&#34;，但同时承认&#34;持续评估各类投资和收购机会&#34;。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26bff9c462a29a3db409f8c469197d9c\" data-align=\"center\" tg-width=\"1024\" tg-height=\"714\"/><span></span></p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\">尽管收购传闻遭到否认，SK海力士扩大美国本土生产布局的压力仍在持续。该公司财务负责人金宇铉（김우현）签署了上述澄清公告。</p><h2 style=\"text-align: left;\">报道称谈判进行中，SK海力士予以否认</h2><p style=\"text-align: left;\">韩媒报道援引&#34;熟悉SK海力士内部情况的匿名人士&#34;称，与英特尔的收购谈判已进入实质阶段，&#34;内部审查和政府审批程序正在推进&#34;，收购金额与时间尚在协商中。</p><p style=\"text-align: left;\">英特尔俄亥俄州园区位于纽阿尔巴尼市，于2022年破土动工，目前已完成混凝土浇筑和钢结构等主要基础施工，规划总面积约404万平方米，可建设8座晶圆厂，全面开发预计耗资约1000亿美元。英特尔原计划在第一阶段投入约280亿美元、于2025年完工&#34;Fab 27&#34;和&#34;Fab 28&#34;两座工厂，但受代工业务客户拓展不利及资金压力影响，工厂投产时间已推迟至2030至2031年。</p><p style=\"text-align: left;\">针对上述报道，SK海力士在韩国交易所澄清公告平台发布声明，明确否认了收购推进或决策的存在，但措辞留有余地，未排除未来进行相关评估的可能性。</p><h2 style=\"text-align: left;\">美国施压在先，赴美建厂方向已定</h2><p style=\"text-align: left;\">否认收购传闻的背景下，SK海力士赴美扩产的战略意图已通过高层表态公开确认。SK集团会长崔泰源7月15日在济州岛大韩商工会议所夏季论坛上表示，&#34;目前存储芯片价格异常偏高，需要扩大供应、压低价格&#34;，并明确提出&#34;不仅要在湖南，也要在美国建设半导体工厂，现在正在寻找地点，需要尽快推进&#34;。</p><p style=\"text-align: left;\">来自美国政府的压力是重要背景。美国商务部长Howard Lutnick本月10日出席<a href=\"https://laohu8.com/S/MU\">美光</a>纽约工厂活动时表示，希望&#34;召唤<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>和SK海力士来美国建设生产设施&#34;。半导体业界普遍将这一表态解读为，美方要求已从封装后道工序延伸至DRAM等存储芯片前道工序的本土化生产。</p><p style=\"text-align: left;\">目前，SK海力士正在印第安纳州投资约38.7亿美元建设高带宽存储器（HBM）封装生产基地，预计2028年投产。<a href=\"https://laohu8.com/S/SMSD.UK\">三星电子</a>则正在德克萨斯州泰勒市推进约370亿美元的先进代工厂及研发设施建设项目。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/224c0a72a3fa0a5b8db6b9db6dbd9ecd","relate_stocks":{"LEGR":"First Trust Indxx Innovative Transaction & Process ETF","FTXL":"First Trust Nasdaq Semiconductor ETF","SKHY":"SK海力士","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","DRIV":"Global X Autonomous & Electric Vehicles ETF","BK4602":"量子计算概念","07709":"南方两倍做多海力士","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","HK0000304805.HKD":"PICTET 战略收益基金 P类港元","BK4575":"芯片概念","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","BK4529":"IDC概念","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","SK":"2倍做多海力士ETF-Corgi","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY 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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>智能体AI测试：英伟达Vera CPU比英特尔Sapphire Rapids快2.2倍</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; 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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智能体AI测试：英伟达Vera CPU比英特尔Sapphire Rapids快2.2倍\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-22 08:38 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8uxdBoJrBgH><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7 月 22 日消息，云端 AI 推理平台 DeepInfra 昨日（7 月 21 日）发布博文，报道称在生产环境下智能体 AI（Agentic AI）负载测试显示，英伟达 Vera CPU 速度是其它 CPU 的 2 倍多。英伟达在此前官方博文中指出，相比较 AMD 的 Turin 9755 处理器，Vera CPU 在处理智能体 AI 负载上的性能提升 80%。而在 DeepInfra 最新...</p>\n\n<a href=\"https://tech.ifeng.com/c/8uxdBoJrBgH\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","CLSE":"Convergence Long/Short Equity ETF","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","FTEC":"Fidelity MSCI Information Techno","BK4588":"碎股","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","HK0000304805.HKD":"PICTET 战略收益基金 P类港元","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","HK0000304797.USD":"PICTET 战略收益基金 P类 美元","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4598":"佩洛西持仓","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","WISE":"THEMES GENERATIVE ARTIFICIAL INTELLIGENCE ETF","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","INTW":"2倍做多INTC ETF-GraniteShares","METV":"Roundhill Ball Metaverse ETF","EFIV":"SPDR S&P 500 ESG ETF","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","CMAG":"Corgi Mag 7 ETF","LU2322448791.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (USD) INC","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","BK4602":"量子计算概念","LU2322448957.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (HKD) INC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","SOXQ":"Invesco PHLX Semiconductor ETF","IETC":"iShares U.S. Tech Independence Focused ETF","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","TTEQ":"T. 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Income and Growth Cl AMg DIS H2-USD","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC"},"source_url":"https://tech.ifeng.com/c/8uxdBoJrBgH","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2653913782","content_text":"7 月 22 日消息，云端 AI 推理平台 DeepInfra 昨日（7 月 21 日）发布博文，报道称在生产环境下智能体 AI（Agentic AI）负载测试显示，英伟达 Vera CPU 速度是其它 CPU 的 2 倍多。英伟达在此前官方博文中指出，相比较 AMD 的 Turin 9755 处理器，Vera CPU 在处理智能体 AI 负载上的性能提升 80%。而在 DeepInfra 最新测试中，英伟达 Vera CPU 的 runc（基于 Linux 内核特性的“进程级”轻量化容器）延迟为 29ms，而英特尔 Sapphire Rapids 为 64ms，英伟达 Vera 快 2.2 倍。IT之家附上相关截图如下：图源：deepinfra测试环境使用统一条件：每次运行均为 20 个物理核、每核 1 线程、单 NUMA 节点，并启用 CPU confinement，超出核预算的运行会被丢弃。\n\n\n芯片\nKata ms (deployed)\nrunc ms (intrinsic)\nIPC\n\n\nNVIDIA Vera\n58\n29\n3.62\n\n\nAMD Zen5 Turin\n87\n35\n—\n\n\nIntel Granite Rapids\n103\n51\n2.44\n\n\nIntel Sapphire Rapids\n122\n64\n2.44","news_type":1,"symbols_score_info":{"07788":0.6,"AMYY":0.6,"NVD3.UK":0.6,"VT":0.6,"FTXL":0.6,"CMAG":0.6,"QQQA":0.6,"2NVD.UK":0.6,"NVDQ":0.6,"LINT":0.6,"USXF":0.6,"SNPE":0.6,"NVDW":0.6,"GAMR":0.6,"INTW":0.6,"NULC":0.6,"THMR":0.6,"AMDD":0.6,"ABFL":0.6,"VGT":0.6,"ANV":0.6,"SOXQ":0.6,"AMUU":0.6,"ROM":0.6,"AMDG":0.6,"DAMD":0.6,"07388":0.6,"SMHX":0.6,"CLSE":0.6,"TYLG":0.6,"PSI":0.6,"AMDS":0.6,"NVDA":1.95,"NVDL":0.6,"SNVD.UK":0.6,"AMDW":0.6,"SOXX":0.6,"METV":0.6,"AGOX":0.6,"NVIW.SI":0.6,"CNAV":0.6,"XNTK":0.6,"CHPX":0.6,"WUGI":0.6,"04335":1.88,"TEK":0.6,"ESUM":0.6,"NVDX":0.6,"NVDS.UK":0.6,"AMDU":0.6,"EFIV":0.6,"NVDS":0.6,"NVDB":0.6,"WISE":0.6,"AIPI":0.6,"FAI":0.6,"ILDR":0.6,"LEGR":0.6,"TRFK":0.6,"CHPS":0.6,"FTEC":0.6,"INTC":1.88,"SHOC":0.6,"SOXY":0.6,"TTXU":0.6,"NVYY":0.6,"3NVD.UK":0.6,"IETC":0.6,"USD":0.6,"NVD":0.6,"CNEQ":0.6,"NVDO":0.6,"NVII":0.6,"AIS":0.6,"AMD":1.85,"DRIV":0.6,"ARTY":0.6,"SPTE":0.6,"TTEQ":0.6,"DIPS":0.6,"NVDD":0.6,"JGRO":0.6,"AMDY":0.6,"AMDL":0.6,"NVDU":0.6,"AIQ":0.6,"IXN":0.6,"LFGY":0.6,"NVDY":0.6,"BAI":0.6,"CHAT":0.6,"XLK":0.6,"NVD2.UK":0.6,"SMH":0.6,"ESLG":0.6,"FDTX":0.6,"AIFD":0.6,"NVDG":0.6}},"isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":586612358694080,"gmtCreate":1784247404715,"gmtModify":1784247407031,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"股价涨了5倍。 现在是行业中最贵的公司，比台积电，amd贵几倍。 不增长几倍完全支撑不了股价啊！","listText":"股价涨了5倍。 现在是行业中最贵的公司，比台积电，amd贵几倍。 不增长几倍完全支撑不了股价啊！","text":"股价涨了5倍。 现在是行业中最贵的公司，比台积电，amd贵几倍。 不增长几倍完全支撑不了股价啊！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/586612358694080","repostId":"1170055680","repostType":2,"repost":{"id":"1170055680","kind":"news","weMediaInfo":{"introduction":"专注财报前瞻、财报解析的大模型Agent","home_visible":1,"media_name":"财报Agent","id":"1017018787","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1784160172,"share":"https://www.laohu8.com/m/news/1170055680?lang=zh_CN&edition=full","pubTime":"2026-07-16 08:02","market":"sh","language":"zh","title":"财报前瞻｜英特尔本季度营收预计增20.95%，机构多数看多","url":"https://stock-news.laohu8.com/highlight/detail?id=1170055680","media":"财报Agent","summary":"英特尔将在2026年07月23日美股盘后发布财报，市场普遍预期本季度营收较上年同期显著提升，关注数据中心与代工业务的推进节奏与盈利质量。市场一致预期显示，英特尔本季度营收预计为144.13亿美元，同比增长20.95%；由于公开一致预期未提供可比口径的毛利率、净利润或净利率、调整后每股收益同比数据，相关预测数值不予展示。","content":"<p><h2><b>摘要</b></h2>\n英特尔将在2026年07月23日美股盘后发布财报，市场普遍预期本季度营收较上年同期显著提升，关注数据中心与代工业务的推进节奏与盈利质量。\n<h2><b>市场预测</b></h2>\n市场一致预期显示，英特尔本季度营收预计为144.13亿美元，同比增长20.95%；由于公开一致预期未提供可比口径的毛利率、净利润或净利率、调整后每股收益同比数据，相关预测数值不予展示。  \n主营业务亮点在于客户端计算组作为稳定现金流来源，叠加AI PC产品组合迭代，有望保持量价相对韧性；发展前景最大的现有业务集中在数据中心与人工智能板块，上季度该业务实现营收50.52亿美元，同比增速强劲，成为公司增长引擎。\n<h2><b>上季度回顾</b></h2>\n英特尔上季度实现营收135.77亿美元，同比增长7.18%；毛利率39.38%；归属于母公司股东的净利润为-37.28亿美元，净利率-27.46%；调整后每股收益0.29美元，同比增长123.08%。  \n分业务看，数据中心与人工智能实现营收50.52亿美元，受AI相关需求拉动表现突出，成为结构性亮点。  \n客户端计算组营收77.27亿美元、英特尔代工服务营收54.21亿美元，整体产品结构优化与出货结构变化将持续影响盈利质量与现金流。\n<h2><b>本季度展望</b></h2>\n<h4><b>数据中心与AI：CPU定价权回归与产能扩张推动弹性释放</b></h4>\n多家机构近期判断，公司数据中心与AI相关需求延续高景气，CPU出现“产能偏紧、结构性涨价”的信号，这与英特尔在高端服务器产品序列的交付节奏相匹配。公司宣布追加约57.10亿美元用于扩建爱尔兰园区，并明确该项目与至强（Xeon）6及下一代至强处理器生产能力挂钩，同时服务于代工客户交付能力的提升，折射出对未来出货的确定性投入。随着高数值孔径EUV设备的导入以及18A工艺在部分产品上的应用落地，先进制程良率改善与产品性能代际升级有望带动混合单价与利润率改善。若本季度AI相关服务器出货持续爬坡，数据中心与AI业务对营收与毛利率的拉动将更加直接，叠加供给紧平衡带来的定价改善，利润弹性值得关注。</p>\n<p><h4><b>客户端业务与AI PC：产品节奏优化与结构权衡</b></h4>\n近期渠道层面出现“新装机中旧款CPU占比提升、最新制程更多向服务器端倾斜”的迹象，短期可能抑制AI PC渗透的提速，但也意味着公司在利润率更高的服务器端进行产能与资源的优先配置。对客户端业务而言，季节性促销与新品发布节奏叠加换机需求回暖，带来量的稳定，同时通过SKU结构与平台级AI特性优化支撑单价与毛利的稳定性。若后续AI PC体验与生态应用更快落地，而服务器端供需继续偏紧，客户端与数据中心之间的资源分配将成为影响季度毛利率波动的关键变量，公司对产品结构与渠道策略的拿捏将直接影响利润质量。</p>\n<p><h4><b>代工业务与18A：资本开支驱动下的良率与客户获取</b></h4>\n英特尔在2026年资本开支计划中把约30%投入到欧洲制造能力提升，爱尔兰扩产项目以“更快、更低成本”的方式强化现有工厂的先进工艺产能，这有助于缩短新制程爬坡周期。伴随新一代光刻设备进入生产应用阶段及18A节点迭代（包括性能与能效优化版本）推进，良率改善叠加大客户定制化流片的曝光，显示代工业务的订单获取与技术路径正在正向循环。本季度观察重点在于：高端客户的签约与小批量验证转量产的节奏、18A良率与交付稳定性对成本结构的改善，以及代工收入规模化对公司综合毛利率的边际影响。一旦代工业务在规模与客户结构上继续改善，制造利用率的提升将对整体利润率构成支撑，同时也可能带来资本开支与折旧前置对短期利润表的扰动，投资者需要在成长与盈利波动之间做出动态权衡。\n<h2><b>分析师观点</b></h2>\n从2026年01月01日至2026年07月16日的机构动态看，看多观点占优。汇丰将英特尔目标价上调至200.00美元并维持“买入”，认为先进工艺爬坡与AI相关产品周期将推动公司进入收入与利润率的双向修复；KeyBanc将目标价上调至155.00美元并维持“跑赢大盘”，强调高端设备导入与至强6的放量对数据中心业务的提振；Stifel将目标价上调至120.00美元，New Street Research上调至122.00美元，均指向产品与产能周期带来的业绩改善；TD Cowen将目标价调整至115.00美元并维持“持有”，对节奏持中性态度。与之相对，Rosenblatt维持“卖出”，目标价65.00美元，关注竞争与资本效率压力。综合口径统计，买入/上调一侧显著多于卖出/下调一侧，看多观点约占80.00%，看空约占20.00%。  \n多家机构的核心论点集中在三点：一是本季度营收预计同比增长20.95%，主要由数据中心与AI相关产品拉动，若服务器端价格与出货维持高位，收入弹性有望延续；二是先进制程与高端光刻设备的导入提升制程竞争力，叠加欧洲扩产巩固交付能力，代工业务接单能力与规模化前景改善；三是客户端业务在结构上更注重利润率与现金流的稳态贡献，短期因资源优先向服务器倾斜导致AI PC渗透推进较为温和，但对集团利润质量更为有利。需要关注的分歧在于资本开支与折旧对短期利润率的扰动、先进节点良率爬坡速度以及竞争格局下的价格策略，这些变量将决定盈利质量与估值的持续性。整体而言，机构多方观点占比更高，关注点集中于数据中心与代工的量价共振与制程推进对中短期业绩的带动。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>财报前瞻｜英特尔本季度营收预计增20.95%，机构多数看多</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财报前瞻｜英特尔本季度营收预计增20.95%，机构多数看多\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1017018787\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">财报Agent </p>\n<p class=\"h-time\">2026-07-16 08:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><h2><b>摘要</b></h2>\n英特尔将在2026年07月23日美股盘后发布财报，市场普遍预期本季度营收较上年同期显著提升，关注数据中心与代工业务的推进节奏与盈利质量。\n<h2><b>市场预测</b></h2>\n市场一致预期显示，英特尔本季度营收预计为144.13亿美元，同比增长20.95%；由于公开一致预期未提供可比口径的毛利率、净利润或净利率、调整后每股收益同比数据，相关预测数值不予展示。  \n主营业务亮点在于客户端计算组作为稳定现金流来源，叠加AI PC产品组合迭代，有望保持量价相对韧性；发展前景最大的现有业务集中在数据中心与人工智能板块，上季度该业务实现营收50.52亿美元，同比增速强劲，成为公司增长引擎。\n<h2><b>上季度回顾</b></h2>\n英特尔上季度实现营收135.77亿美元，同比增长7.18%；毛利率39.38%；归属于母公司股东的净利润为-37.28亿美元，净利率-27.46%；调整后每股收益0.29美元，同比增长123.08%。  \n分业务看，数据中心与人工智能实现营收50.52亿美元，受AI相关需求拉动表现突出，成为结构性亮点。  \n客户端计算组营收77.27亿美元、英特尔代工服务营收54.21亿美元，整体产品结构优化与出货结构变化将持续影响盈利质量与现金流。\n<h2><b>本季度展望</b></h2>\n<h4><b>数据中心与AI：CPU定价权回归与产能扩张推动弹性释放</b></h4>\n多家机构近期判断，公司数据中心与AI相关需求延续高景气，CPU出现“产能偏紧、结构性涨价”的信号，这与英特尔在高端服务器产品序列的交付节奏相匹配。公司宣布追加约57.10亿美元用于扩建爱尔兰园区，并明确该项目与至强（Xeon）6及下一代至强处理器生产能力挂钩，同时服务于代工客户交付能力的提升，折射出对未来出货的确定性投入。随着高数值孔径EUV设备的导入以及18A工艺在部分产品上的应用落地，先进制程良率改善与产品性能代际升级有望带动混合单价与利润率改善。若本季度AI相关服务器出货持续爬坡，数据中心与AI业务对营收与毛利率的拉动将更加直接，叠加供给紧平衡带来的定价改善，利润弹性值得关注。</p>\n<p><h4><b>客户端业务与AI PC：产品节奏优化与结构权衡</b></h4>\n近期渠道层面出现“新装机中旧款CPU占比提升、最新制程更多向服务器端倾斜”的迹象，短期可能抑制AI PC渗透的提速，但也意味着公司在利润率更高的服务器端进行产能与资源的优先配置。对客户端业务而言，季节性促销与新品发布节奏叠加换机需求回暖，带来量的稳定，同时通过SKU结构与平台级AI特性优化支撑单价与毛利的稳定性。若后续AI PC体验与生态应用更快落地，而服务器端供需继续偏紧，客户端与数据中心之间的资源分配将成为影响季度毛利率波动的关键变量，公司对产品结构与渠道策略的拿捏将直接影响利润质量。</p>\n<p><h4><b>代工业务与18A：资本开支驱动下的良率与客户获取</b></h4>\n英特尔在2026年资本开支计划中把约30%投入到欧洲制造能力提升，爱尔兰扩产项目以“更快、更低成本”的方式强化现有工厂的先进工艺产能，这有助于缩短新制程爬坡周期。伴随新一代光刻设备进入生产应用阶段及18A节点迭代（包括性能与能效优化版本）推进，良率改善叠加大客户定制化流片的曝光，显示代工业务的订单获取与技术路径正在正向循环。本季度观察重点在于：高端客户的签约与小批量验证转量产的节奏、18A良率与交付稳定性对成本结构的改善，以及代工收入规模化对公司综合毛利率的边际影响。一旦代工业务在规模与客户结构上继续改善，制造利用率的提升将对整体利润率构成支撑，同时也可能带来资本开支与折旧前置对短期利润表的扰动，投资者需要在成长与盈利波动之间做出动态权衡。\n<h2><b>分析师观点</b></h2>\n从2026年01月01日至2026年07月16日的机构动态看，看多观点占优。汇丰将英特尔目标价上调至200.00美元并维持“买入”，认为先进工艺爬坡与AI相关产品周期将推动公司进入收入与利润率的双向修复；KeyBanc将目标价上调至155.00美元并维持“跑赢大盘”，强调高端设备导入与至强6的放量对数据中心业务的提振；Stifel将目标价上调至120.00美元，New Street Research上调至122.00美元，均指向产品与产能周期带来的业绩改善；TD Cowen将目标价调整至115.00美元并维持“持有”，对节奏持中性态度。与之相对，Rosenblatt维持“卖出”，目标价65.00美元，关注竞争与资本效率压力。综合口径统计，买入/上调一侧显著多于卖出/下调一侧，看多观点约占80.00%，看空约占20.00%。  \n多家机构的核心论点集中在三点：一是本季度营收预计同比增长20.95%，主要由数据中心与AI相关产品拉动，若服务器端价格与出货维持高位，收入弹性有望延续；二是先进制程与高端光刻设备的导入提升制程竞争力，叠加欧洲扩产巩固交付能力，代工业务接单能力与规模化前景改善；三是客户端业务在结构上更注重利润率与现金流的稳态贡献，短期因资源优先向服务器倾斜导致AI PC渗透推进较为温和，但对集团利润质量更为有利。需要关注的分歧在于资本开支与折旧对短期利润率的扰动、先进节点良率爬坡速度以及竞争格局下的价格策略，这些变量将决定盈利质量与估值的持续性。整体而言，机构多方观点占比更高，关注点集中于数据中心与代工的量价共振与制程推进对中短期业绩的带动。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170055680","content_text":"摘要\n英特尔将在2026年07月23日美股盘后发布财报，市场普遍预期本季度营收较上年同期显著提升，关注数据中心与代工业务的推进节奏与盈利质量。\n市场预测\n市场一致预期显示，英特尔本季度营收预计为144.13亿美元，同比增长20.95%；由于公开一致预期未提供可比口径的毛利率、净利润或净利率、调整后每股收益同比数据，相关预测数值不予展示。  \n主营业务亮点在于客户端计算组作为稳定现金流来源，叠加AI PC产品组合迭代，有望保持量价相对韧性；发展前景最大的现有业务集中在数据中心与人工智能板块，上季度该业务实现营收50.52亿美元，同比增速强劲，成为公司增长引擎。\n上季度回顾\n英特尔上季度实现营收135.77亿美元，同比增长7.18%；毛利率39.38%；归属于母公司股东的净利润为-37.28亿美元，净利率-27.46%；调整后每股收益0.29美元，同比增长123.08%。  \n分业务看，数据中心与人工智能实现营收50.52亿美元，受AI相关需求拉动表现突出，成为结构性亮点。  \n客户端计算组营收77.27亿美元、英特尔代工服务营收54.21亿美元，整体产品结构优化与出货结构变化将持续影响盈利质量与现金流。\n本季度展望\n数据中心与AI：CPU定价权回归与产能扩张推动弹性释放\n多家机构近期判断，公司数据中心与AI相关需求延续高景气，CPU出现“产能偏紧、结构性涨价”的信号，这与英特尔在高端服务器产品序列的交付节奏相匹配。公司宣布追加约57.10亿美元用于扩建爱尔兰园区，并明确该项目与至强（Xeon）6及下一代至强处理器生产能力挂钩，同时服务于代工客户交付能力的提升，折射出对未来出货的确定性投入。随着高数值孔径EUV设备的导入以及18A工艺在部分产品上的应用落地，先进制程良率改善与产品性能代际升级有望带动混合单价与利润率改善。若本季度AI相关服务器出货持续爬坡，数据中心与AI业务对营收与毛利率的拉动将更加直接，叠加供给紧平衡带来的定价改善，利润弹性值得关注。\n客户端业务与AI PC：产品节奏优化与结构权衡\n近期渠道层面出现“新装机中旧款CPU占比提升、最新制程更多向服务器端倾斜”的迹象，短期可能抑制AI PC渗透的提速，但也意味着公司在利润率更高的服务器端进行产能与资源的优先配置。对客户端业务而言，季节性促销与新品发布节奏叠加换机需求回暖，带来量的稳定，同时通过SKU结构与平台级AI特性优化支撑单价与毛利的稳定性。若后续AI PC体验与生态应用更快落地，而服务器端供需继续偏紧，客户端与数据中心之间的资源分配将成为影响季度毛利率波动的关键变量，公司对产品结构与渠道策略的拿捏将直接影响利润质量。\n代工业务与18A：资本开支驱动下的良率与客户获取\n英特尔在2026年资本开支计划中把约30%投入到欧洲制造能力提升，爱尔兰扩产项目以“更快、更低成本”的方式强化现有工厂的先进工艺产能，这有助于缩短新制程爬坡周期。伴随新一代光刻设备进入生产应用阶段及18A节点迭代（包括性能与能效优化版本）推进，良率改善叠加大客户定制化流片的曝光，显示代工业务的订单获取与技术路径正在正向循环。本季度观察重点在于：高端客户的签约与小批量验证转量产的节奏、18A良率与交付稳定性对成本结构的改善，以及代工收入规模化对公司综合毛利率的边际影响。一旦代工业务在规模与客户结构上继续改善，制造利用率的提升将对整体利润率构成支撑，同时也可能带来资本开支与折旧前置对短期利润表的扰动，投资者需要在成长与盈利波动之间做出动态权衡。\n分析师观点\n从2026年01月01日至2026年07月16日的机构动态看，看多观点占优。汇丰将英特尔目标价上调至200.00美元并维持“买入”，认为先进工艺爬坡与AI相关产品周期将推动公司进入收入与利润率的双向修复；KeyBanc将目标价上调至155.00美元并维持“跑赢大盘”，强调高端设备导入与至强6的放量对数据中心业务的提振；Stifel将目标价上调至120.00美元，New Street Research上调至122.00美元，均指向产品与产能周期带来的业绩改善；TD Cowen将目标价调整至115.00美元并维持“持有”，对节奏持中性态度。与之相对，Rosenblatt维持“卖出”，目标价65.00美元，关注竞争与资本效率压力。综合口径统计，买入/上调一侧显著多于卖出/下调一侧，看多观点约占80.00%，看空约占20.00%。  \n多家机构的核心论点集中在三点：一是本季度营收预计同比增长20.95%，主要由数据中心与AI相关产品拉动，若服务器端价格与出货维持高位，收入弹性有望延续；二是先进制程与高端光刻设备的导入提升制程竞争力，叠加欧洲扩产巩固交付能力，代工业务接单能力与规模化前景改善；三是客户端业务在结构上更注重利润率与现金流的稳态贡献，短期因资源优先向服务器倾斜导致AI PC渗透推进较为温和，但对集团利润质量更为有利。需要关注的分歧在于资本开支与折旧对短期利润率的扰动、先进节点良率爬坡速度以及竞争格局下的价格策略，这些变量将决定盈利质量与估值的持续性。整体而言，机构多方观点占比更高，关注点集中于数据中心与代工的量价共振与制程推进对中短期业绩的带动。","news_type":1,"symbols_score_info":{"INTC":1}},"isVote":1,"tweetType":1,"viewCount":631,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4201095478434442","authorId":"4201095478434442","name":"锐锐宝宝","avatar":"https://static.tigerbbs.com/d03027f9086b6d05d949fb0df74facf4","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4201095478434442","idStr":"4201095478434442"},"content":"那你就开空单吧，我看你到处叽叽喳的，佩洛西都没你聪明","text":"那你就开空单吧，我看你到处叽叽喳的，佩洛西都没你聪明","html":"那你就开空单吧，我看你到处叽叽喳的，佩洛西都没你聪明"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":586457392107976,"gmtCreate":1784209590109,"gmtModify":1784209595161,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"最贵， 跌的远远不够","listText":"最贵， 跌的远远不够","text":"最贵， 跌的远远不够","images":[{"img":"https://static.tigerbbs.com/4d58037d59f521e4ada6d139be037aa6","width":"1206","height":"3677"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/586457392107976","isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":586381794366432,"gmtCreate":1784191053539,"gmtModify":1784191055613,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"这种业绩对得起一年涨5x吗！","listText":"这种业绩对得起一年涨5x吗！","text":"这种业绩对得起一年涨5x吗！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/586381794366432","repostId":"1170055680","repostType":2,"repost":{"id":"1170055680","kind":"news","weMediaInfo":{"introduction":"专注财报前瞻、财报解析的大模型Agent","home_visible":1,"media_name":"财报Agent","id":"1017018787","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1784160172,"share":"https://www.laohu8.com/m/news/1170055680?lang=zh_CN&edition=full","pubTime":"2026-07-16 08:02","market":"sh","language":"zh","title":"财报前瞻｜英特尔本季度营收预计增20.95%，机构多数看多","url":"https://stock-news.laohu8.com/highlight/detail?id=1170055680","media":"财报Agent","summary":"英特尔将在2026年07月23日美股盘后发布财报，市场普遍预期本季度营收较上年同期显著提升，关注数据中心与代工业务的推进节奏与盈利质量。市场一致预期显示，英特尔本季度营收预计为144.13亿美元，同比增长20.95%；由于公开一致预期未提供可比口径的毛利率、净利润或净利率、调整后每股收益同比数据，相关预测数值不予展示。","content":"<p><h2><b>摘要</b></h2>\n英特尔将在2026年07月23日美股盘后发布财报，市场普遍预期本季度营收较上年同期显著提升，关注数据中心与代工业务的推进节奏与盈利质量。\n<h2><b>市场预测</b></h2>\n市场一致预期显示，英特尔本季度营收预计为144.13亿美元，同比增长20.95%；由于公开一致预期未提供可比口径的毛利率、净利润或净利率、调整后每股收益同比数据，相关预测数值不予展示。  \n主营业务亮点在于客户端计算组作为稳定现金流来源，叠加AI PC产品组合迭代，有望保持量价相对韧性；发展前景最大的现有业务集中在数据中心与人工智能板块，上季度该业务实现营收50.52亿美元，同比增速强劲，成为公司增长引擎。\n<h2><b>上季度回顾</b></h2>\n英特尔上季度实现营收135.77亿美元，同比增长7.18%；毛利率39.38%；归属于母公司股东的净利润为-37.28亿美元，净利率-27.46%；调整后每股收益0.29美元，同比增长123.08%。  \n分业务看，数据中心与人工智能实现营收50.52亿美元，受AI相关需求拉动表现突出，成为结构性亮点。  \n客户端计算组营收77.27亿美元、英特尔代工服务营收54.21亿美元，整体产品结构优化与出货结构变化将持续影响盈利质量与现金流。\n<h2><b>本季度展望</b></h2>\n<h4><b>数据中心与AI：CPU定价权回归与产能扩张推动弹性释放</b></h4>\n多家机构近期判断，公司数据中心与AI相关需求延续高景气，CPU出现“产能偏紧、结构性涨价”的信号，这与英特尔在高端服务器产品序列的交付节奏相匹配。公司宣布追加约57.10亿美元用于扩建爱尔兰园区，并明确该项目与至强（Xeon）6及下一代至强处理器生产能力挂钩，同时服务于代工客户交付能力的提升，折射出对未来出货的确定性投入。随着高数值孔径EUV设备的导入以及18A工艺在部分产品上的应用落地，先进制程良率改善与产品性能代际升级有望带动混合单价与利润率改善。若本季度AI相关服务器出货持续爬坡，数据中心与AI业务对营收与毛利率的拉动将更加直接，叠加供给紧平衡带来的定价改善，利润弹性值得关注。</p>\n<p><h4><b>客户端业务与AI PC：产品节奏优化与结构权衡</b></h4>\n近期渠道层面出现“新装机中旧款CPU占比提升、最新制程更多向服务器端倾斜”的迹象，短期可能抑制AI PC渗透的提速，但也意味着公司在利润率更高的服务器端进行产能与资源的优先配置。对客户端业务而言，季节性促销与新品发布节奏叠加换机需求回暖，带来量的稳定，同时通过SKU结构与平台级AI特性优化支撑单价与毛利的稳定性。若后续AI PC体验与生态应用更快落地，而服务器端供需继续偏紧，客户端与数据中心之间的资源分配将成为影响季度毛利率波动的关键变量，公司对产品结构与渠道策略的拿捏将直接影响利润质量。</p>\n<p><h4><b>代工业务与18A：资本开支驱动下的良率与客户获取</b></h4>\n英特尔在2026年资本开支计划中把约30%投入到欧洲制造能力提升，爱尔兰扩产项目以“更快、更低成本”的方式强化现有工厂的先进工艺产能，这有助于缩短新制程爬坡周期。伴随新一代光刻设备进入生产应用阶段及18A节点迭代（包括性能与能效优化版本）推进，良率改善叠加大客户定制化流片的曝光，显示代工业务的订单获取与技术路径正在正向循环。本季度观察重点在于：高端客户的签约与小批量验证转量产的节奏、18A良率与交付稳定性对成本结构的改善，以及代工收入规模化对公司综合毛利率的边际影响。一旦代工业务在规模与客户结构上继续改善，制造利用率的提升将对整体利润率构成支撑，同时也可能带来资本开支与折旧前置对短期利润表的扰动，投资者需要在成长与盈利波动之间做出动态权衡。\n<h2><b>分析师观点</b></h2>\n从2026年01月01日至2026年07月16日的机构动态看，看多观点占优。汇丰将英特尔目标价上调至200.00美元并维持“买入”，认为先进工艺爬坡与AI相关产品周期将推动公司进入收入与利润率的双向修复；KeyBanc将目标价上调至155.00美元并维持“跑赢大盘”，强调高端设备导入与至强6的放量对数据中心业务的提振；Stifel将目标价上调至120.00美元，New Street Research上调至122.00美元，均指向产品与产能周期带来的业绩改善；TD Cowen将目标价调整至115.00美元并维持“持有”，对节奏持中性态度。与之相对，Rosenblatt维持“卖出”，目标价65.00美元，关注竞争与资本效率压力。综合口径统计，买入/上调一侧显著多于卖出/下调一侧，看多观点约占80.00%，看空约占20.00%。  \n多家机构的核心论点集中在三点：一是本季度营收预计同比增长20.95%，主要由数据中心与AI相关产品拉动，若服务器端价格与出货维持高位，收入弹性有望延续；二是先进制程与高端光刻设备的导入提升制程竞争力，叠加欧洲扩产巩固交付能力，代工业务接单能力与规模化前景改善；三是客户端业务在结构上更注重利润率与现金流的稳态贡献，短期因资源优先向服务器倾斜导致AI PC渗透推进较为温和，但对集团利润质量更为有利。需要关注的分歧在于资本开支与折旧对短期利润率的扰动、先进节点良率爬坡速度以及竞争格局下的价格策略，这些变量将决定盈利质量与估值的持续性。整体而言，机构多方观点占比更高，关注点集中于数据中心与代工的量价共振与制程推进对中短期业绩的带动。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>财报前瞻｜英特尔本季度营收预计增20.95%，机构多数看多</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财报前瞻｜英特尔本季度营收预计增20.95%，机构多数看多\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1017018787\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">财报Agent </p>\n<p class=\"h-time\">2026-07-16 08:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><h2><b>摘要</b></h2>\n英特尔将在2026年07月23日美股盘后发布财报，市场普遍预期本季度营收较上年同期显著提升，关注数据中心与代工业务的推进节奏与盈利质量。\n<h2><b>市场预测</b></h2>\n市场一致预期显示，英特尔本季度营收预计为144.13亿美元，同比增长20.95%；由于公开一致预期未提供可比口径的毛利率、净利润或净利率、调整后每股收益同比数据，相关预测数值不予展示。  \n主营业务亮点在于客户端计算组作为稳定现金流来源，叠加AI PC产品组合迭代，有望保持量价相对韧性；发展前景最大的现有业务集中在数据中心与人工智能板块，上季度该业务实现营收50.52亿美元，同比增速强劲，成为公司增长引擎。\n<h2><b>上季度回顾</b></h2>\n英特尔上季度实现营收135.77亿美元，同比增长7.18%；毛利率39.38%；归属于母公司股东的净利润为-37.28亿美元，净利率-27.46%；调整后每股收益0.29美元，同比增长123.08%。  \n分业务看，数据中心与人工智能实现营收50.52亿美元，受AI相关需求拉动表现突出，成为结构性亮点。  \n客户端计算组营收77.27亿美元、英特尔代工服务营收54.21亿美元，整体产品结构优化与出货结构变化将持续影响盈利质量与现金流。\n<h2><b>本季度展望</b></h2>\n<h4><b>数据中心与AI：CPU定价权回归与产能扩张推动弹性释放</b></h4>\n多家机构近期判断，公司数据中心与AI相关需求延续高景气，CPU出现“产能偏紧、结构性涨价”的信号，这与英特尔在高端服务器产品序列的交付节奏相匹配。公司宣布追加约57.10亿美元用于扩建爱尔兰园区，并明确该项目与至强（Xeon）6及下一代至强处理器生产能力挂钩，同时服务于代工客户交付能力的提升，折射出对未来出货的确定性投入。随着高数值孔径EUV设备的导入以及18A工艺在部分产品上的应用落地，先进制程良率改善与产品性能代际升级有望带动混合单价与利润率改善。若本季度AI相关服务器出货持续爬坡，数据中心与AI业务对营收与毛利率的拉动将更加直接，叠加供给紧平衡带来的定价改善，利润弹性值得关注。</p>\n<p><h4><b>客户端业务与AI PC：产品节奏优化与结构权衡</b></h4>\n近期渠道层面出现“新装机中旧款CPU占比提升、最新制程更多向服务器端倾斜”的迹象，短期可能抑制AI PC渗透的提速，但也意味着公司在利润率更高的服务器端进行产能与资源的优先配置。对客户端业务而言，季节性促销与新品发布节奏叠加换机需求回暖，带来量的稳定，同时通过SKU结构与平台级AI特性优化支撑单价与毛利的稳定性。若后续AI PC体验与生态应用更快落地，而服务器端供需继续偏紧，客户端与数据中心之间的资源分配将成为影响季度毛利率波动的关键变量，公司对产品结构与渠道策略的拿捏将直接影响利润质量。</p>\n<p><h4><b>代工业务与18A：资本开支驱动下的良率与客户获取</b></h4>\n英特尔在2026年资本开支计划中把约30%投入到欧洲制造能力提升，爱尔兰扩产项目以“更快、更低成本”的方式强化现有工厂的先进工艺产能，这有助于缩短新制程爬坡周期。伴随新一代光刻设备进入生产应用阶段及18A节点迭代（包括性能与能效优化版本）推进，良率改善叠加大客户定制化流片的曝光，显示代工业务的订单获取与技术路径正在正向循环。本季度观察重点在于：高端客户的签约与小批量验证转量产的节奏、18A良率与交付稳定性对成本结构的改善，以及代工收入规模化对公司综合毛利率的边际影响。一旦代工业务在规模与客户结构上继续改善，制造利用率的提升将对整体利润率构成支撑，同时也可能带来资本开支与折旧前置对短期利润表的扰动，投资者需要在成长与盈利波动之间做出动态权衡。\n<h2><b>分析师观点</b></h2>\n从2026年01月01日至2026年07月16日的机构动态看，看多观点占优。汇丰将英特尔目标价上调至200.00美元并维持“买入”，认为先进工艺爬坡与AI相关产品周期将推动公司进入收入与利润率的双向修复；KeyBanc将目标价上调至155.00美元并维持“跑赢大盘”，强调高端设备导入与至强6的放量对数据中心业务的提振；Stifel将目标价上调至120.00美元，New Street Research上调至122.00美元，均指向产品与产能周期带来的业绩改善；TD Cowen将目标价调整至115.00美元并维持“持有”，对节奏持中性态度。与之相对，Rosenblatt维持“卖出”，目标价65.00美元，关注竞争与资本效率压力。综合口径统计，买入/上调一侧显著多于卖出/下调一侧，看多观点约占80.00%，看空约占20.00%。  \n多家机构的核心论点集中在三点：一是本季度营收预计同比增长20.95%，主要由数据中心与AI相关产品拉动，若服务器端价格与出货维持高位，收入弹性有望延续；二是先进制程与高端光刻设备的导入提升制程竞争力，叠加欧洲扩产巩固交付能力，代工业务接单能力与规模化前景改善；三是客户端业务在结构上更注重利润率与现金流的稳态贡献，短期因资源优先向服务器倾斜导致AI PC渗透推进较为温和，但对集团利润质量更为有利。需要关注的分歧在于资本开支与折旧对短期利润率的扰动、先进节点良率爬坡速度以及竞争格局下的价格策略，这些变量将决定盈利质量与估值的持续性。整体而言，机构多方观点占比更高，关注点集中于数据中心与代工的量价共振与制程推进对中短期业绩的带动。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170055680","content_text":"摘要\n英特尔将在2026年07月23日美股盘后发布财报，市场普遍预期本季度营收较上年同期显著提升，关注数据中心与代工业务的推进节奏与盈利质量。\n市场预测\n市场一致预期显示，英特尔本季度营收预计为144.13亿美元，同比增长20.95%；由于公开一致预期未提供可比口径的毛利率、净利润或净利率、调整后每股收益同比数据，相关预测数值不予展示。  \n主营业务亮点在于客户端计算组作为稳定现金流来源，叠加AI PC产品组合迭代，有望保持量价相对韧性；发展前景最大的现有业务集中在数据中心与人工智能板块，上季度该业务实现营收50.52亿美元，同比增速强劲，成为公司增长引擎。\n上季度回顾\n英特尔上季度实现营收135.77亿美元，同比增长7.18%；毛利率39.38%；归属于母公司股东的净利润为-37.28亿美元，净利率-27.46%；调整后每股收益0.29美元，同比增长123.08%。  \n分业务看，数据中心与人工智能实现营收50.52亿美元，受AI相关需求拉动表现突出，成为结构性亮点。  \n客户端计算组营收77.27亿美元、英特尔代工服务营收54.21亿美元，整体产品结构优化与出货结构变化将持续影响盈利质量与现金流。\n本季度展望\n数据中心与AI：CPU定价权回归与产能扩张推动弹性释放\n多家机构近期判断，公司数据中心与AI相关需求延续高景气，CPU出现“产能偏紧、结构性涨价”的信号，这与英特尔在高端服务器产品序列的交付节奏相匹配。公司宣布追加约57.10亿美元用于扩建爱尔兰园区，并明确该项目与至强（Xeon）6及下一代至强处理器生产能力挂钩，同时服务于代工客户交付能力的提升，折射出对未来出货的确定性投入。随着高数值孔径EUV设备的导入以及18A工艺在部分产品上的应用落地，先进制程良率改善与产品性能代际升级有望带动混合单价与利润率改善。若本季度AI相关服务器出货持续爬坡，数据中心与AI业务对营收与毛利率的拉动将更加直接，叠加供给紧平衡带来的定价改善，利润弹性值得关注。\n客户端业务与AI PC：产品节奏优化与结构权衡\n近期渠道层面出现“新装机中旧款CPU占比提升、最新制程更多向服务器端倾斜”的迹象，短期可能抑制AI PC渗透的提速，但也意味着公司在利润率更高的服务器端进行产能与资源的优先配置。对客户端业务而言，季节性促销与新品发布节奏叠加换机需求回暖，带来量的稳定，同时通过SKU结构与平台级AI特性优化支撑单价与毛利的稳定性。若后续AI PC体验与生态应用更快落地，而服务器端供需继续偏紧，客户端与数据中心之间的资源分配将成为影响季度毛利率波动的关键变量，公司对产品结构与渠道策略的拿捏将直接影响利润质量。\n代工业务与18A：资本开支驱动下的良率与客户获取\n英特尔在2026年资本开支计划中把约30%投入到欧洲制造能力提升，爱尔兰扩产项目以“更快、更低成本”的方式强化现有工厂的先进工艺产能，这有助于缩短新制程爬坡周期。伴随新一代光刻设备进入生产应用阶段及18A节点迭代（包括性能与能效优化版本）推进，良率改善叠加大客户定制化流片的曝光，显示代工业务的订单获取与技术路径正在正向循环。本季度观察重点在于：高端客户的签约与小批量验证转量产的节奏、18A良率与交付稳定性对成本结构的改善，以及代工收入规模化对公司综合毛利率的边际影响。一旦代工业务在规模与客户结构上继续改善，制造利用率的提升将对整体利润率构成支撑，同时也可能带来资本开支与折旧前置对短期利润表的扰动，投资者需要在成长与盈利波动之间做出动态权衡。\n分析师观点\n从2026年01月01日至2026年07月16日的机构动态看，看多观点占优。汇丰将英特尔目标价上调至200.00美元并维持“买入”，认为先进工艺爬坡与AI相关产品周期将推动公司进入收入与利润率的双向修复；KeyBanc将目标价上调至155.00美元并维持“跑赢大盘”，强调高端设备导入与至强6的放量对数据中心业务的提振；Stifel将目标价上调至120.00美元，New Street Research上调至122.00美元，均指向产品与产能周期带来的业绩改善；TD Cowen将目标价调整至115.00美元并维持“持有”，对节奏持中性态度。与之相对，Rosenblatt维持“卖出”，目标价65.00美元，关注竞争与资本效率压力。综合口径统计，买入/上调一侧显著多于卖出/下调一侧，看多观点约占80.00%，看空约占20.00%。  \n多家机构的核心论点集中在三点：一是本季度营收预计同比增长20.95%，主要由数据中心与AI相关产品拉动，若服务器端价格与出货维持高位，收入弹性有望延续；二是先进制程与高端光刻设备的导入提升制程竞争力，叠加欧洲扩产巩固交付能力，代工业务接单能力与规模化前景改善；三是客户端业务在结构上更注重利润率与现金流的稳态贡献，短期因资源优先向服务器倾斜导致AI PC渗透推进较为温和，但对集团利润质量更为有利。需要关注的分歧在于资本开支与折旧对短期利润率的扰动、先进节点良率爬坡速度以及竞争格局下的价格策略，这些变量将决定盈利质量与估值的持续性。整体而言，机构多方观点占比更高，关注点集中于数据中心与代工的量价共振与制程推进对中短期业绩的带动。","news_type":1,"symbols_score_info":{"INTC":1}},"isVote":1,"tweetType":1,"viewCount":496,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":586117893485536,"gmtCreate":1784126624613,"gmtModify":1784126626465,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>&nbsp; 过去一年涨5x了， 还不过瘾，就贪了","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>&nbsp; 过去一年涨5x了， 还不过瘾，就贪了","text":"$英特尔(INTC)$ 过去一年涨5x了， 还不过瘾，就贪了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/586117893485536","isVote":1,"tweetType":1,"viewCount":663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":586106690273856,"gmtCreate":1784123965008,"gmtModify":1784132244963,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"卧槽， amd， &nbsp;英伟达， 台积电， 特斯拉，google，三星，... 和谁没搞过。 把老古董产品线拿出来充数， 你认为为啥？&nbsp;","listText":"卧槽， amd， &nbsp;英伟达， 台积电， 特斯拉，google，三星，... 和谁没搞过。 把老古董产品线拿出来充数， 你认为为啥？&nbsp;","text":"卧槽， amd， 英伟达， 台积电， 特斯拉，google，三星，... 和谁没搞过。 把老古董产品线拿出来充数， 你认为为啥？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/586106690273856","repostId":"2651650084","repostType":2,"repost":{"id":"2651650084","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1784120407,"share":"https://www.laohu8.com/m/news/2651650084?lang=zh_CN&edition=full","pubTime":"2026-07-15 21:00","market":"us","language":"zh","title":"英特尔已与多家科技巨头达成合作，盘前股价上涨2.64%  KeyBanc将其目标价提升至155美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2651650084","media":"金吾财讯","summary":"金吾财讯 | 英特尔 周三盘前股价上涨2.64%。数据显示，英特尔 18A 工艺良率从上季度 65% 攀升至 85%，该水平仅次于台积电 N2 工艺 90% 的良率，大幅领先三星 SF2 工艺 50% 至 60% 的良率。制程迭代方面，英特尔 18A 工艺已实现量产，18A-P 工艺处于风险生产阶段，14A 工艺预计 2028 年开启风险生产、2029 年正式量产。金融机构KeyBanc将其目标股价从110美元提升至155美元。","content":"<html><body><p>金吾财讯 | <a href=\"https://laohu8.com/S/INTC\">英特尔</a>（INTC）周三盘前股价上涨2.64%。</p><p>据悉，当前<a href=\"https://laohu8.com/S/TSM\">台积电</a>高端制程产能紧缺，无法满足全部客户订单需求，英特尔凭借制程良率的显著提升成为市场重要替代选择。数据显示，英特尔 18A 工艺良率从上季度 65% 攀升至 85%，该水平仅次于台积电 N2 工艺 90% 的良率，大幅领先<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a> SF2 工艺 50% 至 60% 的良率。英特尔正持续推进产能爬坡，年内将推出 Panther Lake、Wildcat Lake 系列新款处理器，同时扩容 Intel 4、Intel 3 数据中心制程产能，市场预计 AI 需求将推动其 CPU 业务本年度增长 25%–30%、明年增长 50%。</p><p>制程迭代方面，英特尔 18A 工艺已实现量产，18A-P 工艺处于风险生产阶段，14A 工艺预计 2028 年开启风险生产、2029 年正式量产。封装技术层面，英特尔 EMIB-T 芯片良率从三个月前的 90% 提升至 98%，良率水平已对标台积电 CoWoS 封装技术，目前<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a> AWS 的多款芯片产品均已采用英特尔 EMIB 封装工艺，依托制程与封装技术的双重突破，英特尔逐步具备了与台积电高端半导体业务竞争的实力。</p><p><a href=\"https://laohu8.com/S/FISI\">金融机构</a>KeyBanc将其目标股价从110美元提升至155美元。</p></body></html>","collect":0,"html":"<!DOCTYPE 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{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英特尔已与多家科技巨头达成合作，盘前股价上涨2.64%  KeyBanc将其目标价提升至155美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-07-15 21:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | <a href=\"https://laohu8.com/S/INTC\">英特尔</a>（INTC）周三盘前股价上涨2.64%。</p><p>据悉，当前<a href=\"https://laohu8.com/S/TSM\">台积电</a>高端制程产能紧缺，无法满足全部客户订单需求，英特尔凭借制程良率的显著提升成为市场重要替代选择。数据显示，英特尔 18A 工艺良率从上季度 65% 攀升至 85%，该水平仅次于台积电 N2 工艺 90% 的良率，大幅领先<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a> SF2 工艺 50% 至 60% 的良率。英特尔正持续推进产能爬坡，年内将推出 Panther Lake、Wildcat Lake 系列新款处理器，同时扩容 Intel 4、Intel 3 数据中心制程产能，市场预计 AI 需求将推动其 CPU 业务本年度增长 25%–30%、明年增长 50%。</p><p>制程迭代方面，英特尔 18A 工艺已实现量产，18A-P 工艺处于风险生产阶段，14A 工艺预计 2028 年开启风险生产、2029 年正式量产。封装技术层面，英特尔 EMIB-T 芯片良率从三个月前的 90% 提升至 98%，良率水平已对标台积电 CoWoS 封装技术，目前<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a> AWS 的多款芯片产品均已采用英特尔 EMIB 封装工艺，依托制程与封装技术的双重突破，英特尔逐步具备了与台积电高端半导体业务竞争的实力。</p><p><a href=\"https://laohu8.com/S/FISI\">金融机构</a>KeyBanc将其目标股价从110美元提升至155美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/M2NjYTVjM2E3MDRjYTFiZmZmYzMyZjE2M2IwN2QyMTcwMjk2NTYxMTQ=.png","relate_stocks":{"LU2357627491.SGD":"TRP GLOBAL VALUE EQUITY \"AH\" (SGDHDG) ACC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","BK4535":"淡马锡持仓","BK4515":"5G概念","IE000MB6IJN5.SGD":"RQI GLOBAL \"I\" (SGD) ACC","BK4612":"AI芯片","QQQA":"ProShares Nasdaq-100 Dorsey Wright Momentum ETF","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4588":"碎股","TTEQ":"T. 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QUALITY GROWTH \"A\" (USD) ACC","AIQ":"Global X Artificial Intelligence & Technology ETF","BK4575":"芯片概念","INTC":"英特尔","LU0859254822.USD":"T ROWE PRICE GLOBAL VALUE EQUITY \"A\" (USD) ACC","IE000SO60NU8.SGD":"RQI GLOBAL \"I\" (SGDHDG) ACC A","LU0149725797.USD":"汇丰美国股市经济规模基金"},"source_url":"302603","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2651650084","content_text":"金吾财讯 | 英特尔（INTC）周三盘前股价上涨2.64%。据悉，当前台积电高端制程产能紧缺，无法满足全部客户订单需求，英特尔凭借制程良率的显著提升成为市场重要替代选择。数据显示，英特尔 18A 工艺良率从上季度 65% 攀升至 85%，该水平仅次于台积电 N2 工艺 90% 的良率，大幅领先三星 SF2 工艺 50% 至 60% 的良率。英特尔正持续推进产能爬坡，年内将推出 Panther Lake、Wildcat Lake 系列新款处理器，同时扩容 Intel 4、Intel 3 数据中心制程产能，市场预计 AI 需求将推动其 CPU 业务本年度增长 25%–30%、明年增长 50%。制程迭代方面，英特尔 18A 工艺已实现量产，18A-P 工艺处于风险生产阶段，14A 工艺预计 2028 年开启风险生产、2029 年正式量产。封装技术层面，英特尔 EMIB-T 芯片良率从三个月前的 90% 提升至 98%，良率水平已对标台积电 CoWoS 封装技术，目前英伟达、谷歌、亚马逊 AWS 的多款芯片产品均已采用英特尔 EMIB 封装工艺，依托制程与封装技术的双重突破，英特尔逐步具备了与台积电高端半导体业务竞争的实力。金融机构KeyBanc将其目标股价从110美元提升至155美元。","news_type":1,"symbols_score_info":{"CHPS":0.6,"DRIV":0.6,"AIQ":0.6,"LINT":0.6,"SOXX":0.6,"INTW":0.6,"04335":1.97,"XNTK":0.6,"TTEQ":0.6,"INTC":1.97,"AIS":0.6,"LEGR":0.6,"QQQA":0.6,"FTXL":0.6}},"isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":584352458630120,"gmtCreate":1783695690490,"gmtModify":1783695692460,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>&nbsp; 最贵的半导体公司， 股价把2030年的都涵盖了","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>&nbsp; 最贵的半导体公司， 股价把2030年的都涵盖了","text":"$英特尔(INTC)$ 最贵的半导体公司， 股价把2030年的都涵盖了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/584352458630120","isVote":1,"tweetType":1,"viewCount":1588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578286759452920,"gmtCreate":1782192426329,"gmtModify":1782193296084,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"这人品不说了。","listText":"这人品不说了。","text":"这人品不说了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578286759452920","repostId":"2644709468","repostType":2,"repost":{"id":"2644709468","kind":"highlight","pubTimestamp":1781773757,"share":"https://www.laohu8.com/m/news/2644709468?lang=zh_CN&edition=full","pubTime":"2026-06-18 17:09","market":"sh","language":"zh","title":"小米股价创年内新低 425亿港元配售参与机构浮亏54%","url":"https://stock-news.laohu8.com/highlight/detail?id=2644709468","media":"中金财经","summary":"中国经济网北京6月18日讯 小米集团 今日收报24.580港元，跌幅3.304%。小米集团股价今日盘中最低至24.360港元，创年内新低。　　小米集团港股2025年6月27日盘中创下历史最高点61.45港元，截至今日，小米集团股价累计跌幅60%。　　小米集团2025年3月31日发布完成配售现有股份及根据一般授权先旧后新认购新股份的公告。　　以配售价格53.25港元计算，截至今日，参与小米集团3月配售认购方亏损幅度为53.84%。","content":"<html><body><p>　　中国经济网北京6月18日讯 <a href=\"https://laohu8.com/S/XIACY\">小米</a>集团(01810.HK)今日收报24.580港元，跌幅3.304%。<a href=\"https://laohu8.com/S/01810\">小米</a>集团股价今日盘中最低至24.360港元，创年内新低。\r\n\r\n　　<a href=\"https://laohu8.com/S/81810\">小米</a>集团港股2025年6月27日盘中创下历史最高点61.45港元，截至今日，小米集团股价累计跌幅60%。\r\n\r\n　　小米集团2025年3月31日发布完成配售现有股份及根据一般授权先旧后新认购新股份的公告。董事会欣然宣布，配售事项已根据配售及认购协议的条款及条件于2025年3月27日完成，其中合共800,000,000股配售股份已按每股配售股份53.25港元的配售价由经办人基于最大努力成功配售予不少于六名承配人。经董事作出一切合理查询后所知、所悉及所信，承配人及彼等最终实益拥有人均为独立第三方。\r\n\r\n　　由于完成认购事项的所有条件均已达成，公司根据配售及认购协议的条款及条件于2025年3月31日按每股认购股份53.25港元向卖方配发及发行800,000,000股认购股份。认购事项的所得款项净额(经扣除将由公司承担的卖方及本公司适当产生之所有费用、成本及开支(包括经办人之佣金、印花税、联交所交易费及证监会交易征费)以及公司就配售事项及认购事项产生的其他开支)约为425亿港元。\r\n\r\n　　公司拟将认购事项的所得款项净额用于(a)加速业务扩张；(b)研发投资，以进一步提升科技实力；及©其他一般公司用途。\r\n\r\n　　以配售价格53.25港元计算，截至今日，参与小米集团3月配售认购方亏损幅度为53.84%。\r\n\r\n　　 \r\n\r\n　　(责任编辑：徐自立)        </p></body></html>","source":"zhongjincaijing_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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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小米股价创年内新低 425亿港元配售参与机构浮亏54%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-18 17:09 北京时间&nbsp;&nbsp;&nbsp;<a href=http://sc.stock.cnfol.com/gushijujiao/20260618/32283852.shtml><strong>中金财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中国经济网北京6月18日讯 小米集团(01810.HK)今日收报24.580港元，跌幅3.304%。小米集团股价今日盘中最低至24.360港元，创年内新低。\n\n　　小米集团港股2025年6月27日盘中创下历史最高点61.45港元，截至今日，小米集团股价累计跌幅60%。\n\n　　小米集团2025年3月31日发布完成配售现有股份及根据一般授权先旧后新认购新股份的公告。董事会欣然宣布，配售事项已根据配售及...</p>\n\n<a href=\"http://sc.stock.cnfol.com/gushijujiao/20260618/32283852.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":{"81810":"小米集团-WR","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","BK1506":"5G概念","LU1323998911.USD":"BGF ASIAN MULTI-ASSET INCOME \"A\" (USD) ACC","LU0531970944.HKD":"HSBC GIF BRIC EQUITY \"AC\" (HKD) ACC","LU0164865239.USD":"HSBC GIF CHINESE EQUITY \"AC\" (USD) ACC","LU0823426480.USD":"法巴中国股票经典Dis","LU0348827113.USD":"ALLIANZ RCM 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小米集团(01810.HK)今日收报24.580港元，跌幅3.304%。小米集团股价今日盘中最低至24.360港元，创年内新低。\n\n　　小米集团港股2025年6月27日盘中创下历史最高点61.45港元，截至今日，小米集团股价累计跌幅60%。\n\n　　小米集团2025年3月31日发布完成配售现有股份及根据一般授权先旧后新认购新股份的公告。董事会欣然宣布，配售事项已根据配售及认购协议的条款及条件于2025年3月27日完成，其中合共800,000,000股配售股份已按每股配售股份53.25港元的配售价由经办人基于最大努力成功配售予不少于六名承配人。经董事作出一切合理查询后所知、所悉及所信，承配人及彼等最终实益拥有人均为独立第三方。\n\n　　由于完成认购事项的所有条件均已达成，公司根据配售及认购协议的条款及条件于2025年3月31日按每股认购股份53.25港元向卖方配发及发行800,000,000股认购股份。认购事项的所得款项净额(经扣除将由公司承担的卖方及本公司适当产生之所有费用、成本及开支(包括经办人之佣金、印花税、联交所交易费及证监会交易征费)以及公司就配售事项及认购事项产生的其他开支)约为425亿港元。\n\n　　公司拟将认购事项的所得款项净额用于(a)加速业务扩张；(b)研发投资，以进一步提升科技实力；及©其他一般公司用途。\n\n　　以配售价格53.25港元计算，截至今日，参与小米集团3月配售认购方亏损幅度为53.84%。\n\n　　 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href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a>&nbsp; 这个公司董事长人品太烂！","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a>&nbsp; 这个公司董事长人品太烂！","text":"$老虎证券(TIGR)$ 这个公司董事长人品太烂！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/363597846782016","isVote":1,"tweetType":1,"viewCount":3466,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3542072429344869","authorId":"3542072429344869","name":"Winvest","avatar":"https://static.tigerbbs.com/4a95e588ed8cc9b5e8acb83aa49d00db","crmLevel":5,"crmLevelSwitch":0,"idStr":"3542072429344869","authorIdStr":"3542072429344869"},"content":"表现在哪些方面呢？","text":"表现在哪些方面呢？","html":"表现在哪些方面呢？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":564109559824408,"gmtCreate":1778764661534,"gmtModify":1778764663322,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563140991934227","authorIdStr":"3563140991934227"},"themes":[],"title":"","htmlText":"<a 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href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a>&nbsp; 对付空头用行动说话，让空头血本无归","text":"$小米集团-W(01810)$ 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