takahashi的个人主页 - 老虎社区

takahashi

takahashi

暂无个人介绍

IP属地：广东

16关注

4粉丝

0主题

0勋章

05-15

起飞了马上

第四范式一季度营收10.77亿元，同比增长30.1%

05-09

$Wolfspeed Inc.(WOLF)$ 垃圾中的战斗机狼速

04-25

意思是支持炒币？

特朗普：“绝对”会签署法案禁止国会议员炒股

04-25

Sqqq走起来

市场消息：特朗普表示将针对不同国家设定公平的关税

04-12

已经豁免开香槟

苹果股价连续反弹，市场在押注iPhone获得关税豁免吗？

04-12

已经豁免了

美国宣布对笔记本电脑、智能手机、集成电路等豁免征收“对等关税”

04-01

$NEBIUS(NBIS)$ $NEBIUS(NBIS)$ 泥妹空军是没吃饭吗？用力砸呀

02-26

$美国超微公司(AMD)$ cnbglbamd

02-22

$MicroCloud Hologram Inc.(HOLO)$ 是不是少了一位小数点，你大哥mlgo都快十倍了

02-21

$阿里巴巴(BABA)$ 同样是财报双b 看看人家unity 面a那点逻辑真是无处不在

02-07

$Nikola Corporation(NKLA)$ 个**

01-31

没见intel涨

英特尔给AMD制造了大麻烦

2024-11-13

$Unity Software Inc.(U)$ 嚯-///呸

2024-10-16

$阿斯麦(ASML)$ 都没个人出来解释解释么

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3576119814530073","uuid":"3576119814530073","gmtCreate":1613025790696,"gmtModify":1731431083242,"name":"takahashi","pinyin":"takahashi","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":4,"headSize":16,"tweetSize":15,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.03.23","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.02.08","exceedPercentage":"93.85%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.01.26","exceedPercentage":"93.70%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.07.26","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.06.27","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":7,"crmLevelSwitch":0,"location":"广东","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":9,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":435389274260288,"gmtCreate":1747305533924,"gmtModify":1747305535609,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"起飞了马上","listText":"起飞了马上","text":"起飞了马上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435389274260288","repostId":"1110299946","repostType":4,"repost":{"id":"1110299946","kind":"news","pubTimestamp":1747304752,"share":"https://www.laohu8.com/m/news/1110299946?lang=&edition=full","pubTime":"2025-05-15 18:25","market":"hk","language":"zh","title":"第四范式一季度营收10.77亿元，同比增长30.1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1110299946","media":"新浪科技","summary":"先知AI平台实现营收人民币8.05亿元。","content":"<html><head></head><body><p>第四范式发布2025财年第一季度（截至2025年3月31日）核心业务进展报告。报告显示，第一季度，公司总收入10.77亿元，同比增长30.1% ；毛利润4.44亿元，同比增长30.1%，毛利率为41.2%。</p><p style=\"text-align: start;\">作为第四范式所有业务的内核，一季度先知AI平台实现营收人民币8.05亿元，同比增长60.5%。期间，第四范式先知平台迎来新升级，基于原有AI模型开发工具链，进一步推出AI Agent全流程开发平台。企业客户可通过先知平台上内置的大模型应用平台Model Hub，轻松集成150+主流大模型，并利用内置的数十个Agent智能体框架，构建完整LLM Ops体系，覆盖AI Agent开发全生命周期。</p><p style=\"text-align: start;\">目前，第四范式企业级Agent已在金融、航空、汽车、医疗、能源、零售、港口、水利、教育等超过14个行业的企业客户落地。通过用AI Agent改造企业软件的方式，第四范式横向切入企业高频软件产品，联合业内其他优秀的企业软件公司，联合发布面向OA流程的“协同运营AI Agent”、面向财税系统的“财税赋能Agent”、面向人力系统的“HR Agent”及面向销售的“销售经理助理Agent”等。</p><p style=\"text-align: start;\">期内，SHIFT 智能解决方案业务收入人民币2.12亿元， 占公司总收入比例19.7 %。该业务是在先知AI平台基础上针对不同行业业务场景打造的标准化解决方案。</p></body></html>","source":"sina_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>第四范式一季度营收10.77亿元，同比增长30.1%</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n第四范式一季度营收10.77亿元，同比增长30.1%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-15 18:25 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/it/2025-05-15/doc-inewruvw0027420.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>第四范式发布2025财年第一季度（截至2025年3月31日）核心业务进展报告。报告显示，第一季度，公司总收入10.77亿元，同比增长30.1% ；毛利润4.44亿元，同比增长30.1%，毛利率为41.2%。作为第四范式所有业务的内核，一季度先知AI平台实现营收人民币8.05亿元，同比增长60.5%。期间，第四范式先知平台迎来新升级，基于原有AI模型开发工具链，进一步推出AI Agent全流程开发...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/it/2025-05-15/doc-inewruvw0027420.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/77b5e79c422a858b288c50f20e402cd4","relate_stocks":{"06682":"第四范式"},"source_url":"https://finance.sina.com.cn/tech/it/2025-05-15/doc-inewruvw0027420.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1110299946","content_text":"第四范式发布2025财年第一季度（截至2025年3月31日）核心业务进展报告。报告显示，第一季度，公司总收入10.77亿元，同比增长30.1% ；毛利润4.44亿元，同比增长30.1%，毛利率为41.2%。作为第四范式所有业务的内核，一季度先知AI平台实现营收人民币8.05亿元，同比增长60.5%。期间，第四范式先知平台迎来新升级，基于原有AI模型开发工具链，进一步推出AI Agent全流程开发平台。企业客户可通过先知平台上内置的大模型应用平台Model Hub，轻松集成150+主流大模型，并利用内置的数十个Agent智能体框架，构建完整LLM Ops体系，覆盖AI Agent开发全生命周期。目前，第四范式企业级Agent已在金融、航空、汽车、医疗、能源、零售、港口、水利、教育等超过14个行业的企业客户落地。通过用AI Agent改造企业软件的方式，第四范式横向切入企业高频软件产品，联合业内其他优秀的企业软件公司，联合发布面向OA流程的“协同运营AI Agent”、面向财税系统的“财税赋能Agent”、面向人力系统的“HR Agent”及面向销售的“销售经理助理Agent”等。期内，SHIFT 智能解决方案业务收入人民币2.12亿元， 占公司总收入比例19.7 %。该业务是在先知AI平台基础上针对不同行业业务场景打造的标准化解决方案。","news_type":1},"isVote":1,"tweetType":1,"viewCount":5,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":433221473043056,"gmtCreate":1746800783359,"gmtModify":1746802226625,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WOLF\">$Wolfspeed Inc.(WOLF)$&nbsp;</a> 垃圾中的战斗机狼速","listText":"<a href=\"https://laohu8.com/S/WOLF\">$Wolfspeed Inc.(WOLF)$&nbsp;</a> 垃圾中的战斗机狼速","text":"$Wolfspeed Inc.(WOLF)$ 垃圾中的战斗机狼速","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/433221473043056","isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":428276631880320,"gmtCreate":1745590006902,"gmtModify":1745590008744,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"意思是支持炒币？","listText":"意思是支持炒币？","text":"意思是支持炒币？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/428276631880320","repostId":"1177064926","repostType":2,"repost":{"id":"1177064926","kind":"news","pubTimestamp":1745589562,"share":"https://www.laohu8.com/m/news/1177064926?lang=&edition=full","pubTime":"2025-04-25 21:59","market":"us","language":"zh","title":"特朗普：“绝对”会签署法案禁止国会议员炒股","url":"https://stock-news.laohu8.com/highlight/detail?id=1177064926","media":"新浪美股","summary":"他担心议员们可能利用内幕信息获得优势。","content":"<html><head></head><body><p>　　美国总统唐纳德·特朗普表示，他“绝对”会签署一项禁止国会议员交易股票的法案，称他担心议员们可能利用内幕信息获得优势。</p><p style=\"text-align: start;\">　　“我对此没有意见，”特朗普说。“如果他们把法案送交给我，我会签署。”</p><p style=\"text-align: start;\">　　长期以来，美国两党一直支持立法限制国会议员买卖股票，因为他们能够接触到机密情报和有关立法进程的内部信息，使他们在市场上比其他人更具优势。2020年，一群两党参议员因在召开有关新冠疫情的闭门通报会后交易医疗保健股票而遭到批评。</p><p style=\"text-align: start;\">　　特朗普特别批评了前众议院议长南希·佩洛西，她在担任众议院议长期间一直反对立法禁止国会议员及其家属进行股票交易。佩洛西的丈夫保罗·佩洛西在旧金山地区通过房地产和风险投资积累了财富，批评者常常提到这对夫妇通过股票交易取得丰厚回报的案例。</p><p><br/></p></body></html>","source":"xlmg","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：“绝对”会签署法案禁止国会议员炒股</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特朗普：“绝对”会签署法案禁止国会议员炒股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-25 21:59 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2025-04-25/doc-ineukxcr1840942.shtml><strong>新浪美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国总统唐纳德·特朗普表示，他“绝对”会签署一项禁止国会议员交易股票的法案，称他担心议员们可能利用内幕信息获得优势。　　“我对此没有意见，”特朗普说。“如果他们把法案送交给我，我会签署。”　　长期以来，美国两党一直支持立法限制国会议员买卖股票，因为他们能够接触到机密情报和有关立法进程的内部信息，使他们在市场上比其他人更具优势。2020年，一群两党参议员因在召开有关新冠疫情的闭门通报会后交易医疗保健...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-04-25/doc-ineukxcr1840942.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/57ad66c83796c50731ef69a802b644e7","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-04-25/doc-ineukxcr1840942.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177064926","content_text":"美国总统唐纳德·特朗普表示，他“绝对”会签署一项禁止国会议员交易股票的法案，称他担心议员们可能利用内幕信息获得优势。　　“我对此没有意见，”特朗普说。“如果他们把法案送交给我，我会签署。”　　长期以来，美国两党一直支持立法限制国会议员买卖股票，因为他们能够接触到机密情报和有关立法进程的内部信息，使他们在市场上比其他人更具优势。2020年，一群两党参议员因在召开有关新冠疫情的闭门通报会后交易医疗保健股票而遭到批评。　　特朗普特别批评了前众议院议长南希·佩洛西，她在担任众议院议长期间一直反对立法禁止国会议员及其家属进行股票交易。佩洛西的丈夫保罗·佩洛西在旧金山地区通过房地产和风险投资积累了财富，批评者常常提到这对夫妇通过股票交易取得丰厚回报的案例。","news_type":1},"isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":428234494952304,"gmtCreate":1745580120575,"gmtModify":1745580122421,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"Sqqq走起来","listText":"Sqqq走起来","text":"Sqqq走起来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/428234494952304","repostId":"1132099235","repostType":4,"repost":{"id":"1132099235","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":1745577271,"share":"https://www.laohu8.com/m/news/1132099235?lang=&edition=full","pubTime":"2025-04-25 18:34","market":"us","language":"zh","title":"市场消息：特朗普表示将针对不同国家设定公平的关税","url":"https://stock-news.laohu8.com/highlight/detail?id=1132099235","media":"老虎资讯综合","summary":"美股三大股指期货全线转跌！市场消息：特朗普表示将针对不同国家设定公平的关税。","content":"<html><head></head><body><p>4月25日，美股三大股指期货全线转跌，道指期货跌0.3%，纳斯达克100指数期货跌0.16%，标普500指数期货跌0.07%；市场消息：特朗普表示将针对不同国家设定公平的关税，暂停执行关税90天不是因为债券市场。此外特朗普暗示支持禁止美国国会议员交易股票。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eaeedbd607b1c69ab0f9278f3f4dbbce\" title=\"\" tg-width=\"409\" tg-height=\"199\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>市场消息：特朗普表示将针对不同国家设定公平的关税</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n市场消息：特朗普表示将针对不同国家设定公平的关税\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-04-25 18:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月25日，美股三大股指期货全线转跌，道指期货跌0.3%，纳斯达克100指数期货跌0.16%，标普500指数期货跌0.07%；市场消息：特朗普表示将针对不同国家设定公平的关税，暂停执行关税90天不是因为债券市场。此外特朗普暗示支持禁止美国国会议员交易股票。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eaeedbd607b1c69ab0f9278f3f4dbbce\" title=\"\" tg-width=\"409\" tg-height=\"199\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/28fe255674418213441e3f723107345d","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132099235","content_text":"4月25日，美股三大股指期货全线转跌，道指期货跌0.3%，纳斯达克100指数期货跌0.16%，标普500指数期货跌0.07%；市场消息：特朗普表示将针对不同国家设定公平的关税，暂停执行关税90天不是因为债券市场。此外特朗普暗示支持禁止美国国会议员交易股票。","news_type":1},"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":423708789985648,"gmtCreate":1744463579828,"gmtModify":1744463581685,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"已经豁免 开香槟","listText":"已经豁免 开香槟","text":"已经豁免 开香槟","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/423708789985648","repostId":"2526605266","repostType":4,"repost":{"id":"2526605266","kind":"news","pubTimestamp":1744450470,"share":"https://www.laohu8.com/m/news/2526605266?lang=&edition=full","pubTime":"2025-04-12 17:34","market":"us","language":"zh","title":"苹果股价连续反弹，市场在押注iPhone获得关税豁免吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2526605266","media":"华尔街见闻","summary":"“90%的投资者都相信苹果将获得关税豁免”，毕竟，苹果在特朗普1.0时期就获得过一次豁免。华尔街认为，“美国优先”政策指引下，特朗普可能不会希望伤害像苹果这样的美国标志性企业，特别是在该公司承诺未来四年在美国投资5000亿美元之后。","content":"<html><head></head><body><blockquote><p>“90%的投资者都相信苹果将获得关税豁免”，毕竟，苹果在特朗普1.0时期就获得过一次豁免。华尔街认为，“美国优先”政策指引下，特朗普可能不会希望伤害像苹果这样的美国标志性企业，特别是在该公司承诺未来四年在美国投资5000亿美元之后。</p></blockquote><p>关税豁免预期升温，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>股价反弹。</p><p>特朗普关税大棒落地后，苹果股价经历了一波暴跌，但在过去两天，意外出现了剧烈反弹。<strong>苹果股价自4月9日以来飙升了15%，市值增加4000多亿美元，本周五股价单日上涨4.1%，收于198.15美元。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b0c723c5eb7d81355b7369ebb2ca978\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>这一反弹源自华尔街分析师和投资者越来越相信苹果将获得关税豁免，这一预期已成为支撑股价的关键因素。</strong></p><p>CFRA Research分析师Angelo Zino表示，苹果获得豁免的可能性已经显著增加：</p><blockquote><p>“按目前情况，<strong>关税影响对苹果来说尤为严重，潜在增加其销售成本约500亿美元。</strong>”</p><p>“我们预计苹果会推迟将任何关税成本转嫁给消费者，直到秋季产品周期，同时如果贸易协议短期内无法实现，我们将苹果获得特殊豁免的概率从20%提高到50%。”</p></blockquote><p>Mizuho Securities交易台分析师Jordan Klein的观点更为乐观，他表示与之交谈的投资者都坚信特朗普将向苹果提供豁免：</p><blockquote><p>“90%的投资者似乎相信苹果将获得关税豁免，毕竟该公司在2018年特朗普执政期间就获得过一次豁免。”</p></blockquote><h2 id=\"id_1896526236\">美国就业与政治考量支撑豁免可能</h2><p>在当前地缘政治紧张局势下，苹果独特的地位可能成为其获得特殊待遇的关键。</p><p>分析师们指出，<strong>特朗普不会希望伤害像苹果这样的美国标志性企业，</strong>特别是在该公司承诺未来四年在美国制造业和其他国内投资上支出超过5000亿美元之后。</p><p>Jordan Klein强调：</p><blockquote><p><strong>“该公司雇佣了太多人，美国选民过度依赖iPhone，不会接受iPhone售价达到2000美元的情况。”</strong></p></blockquote><p>另一个支持苹果获得豁免的论点是，<strong>特朗普的关税政策可能反而助力了苹果的主要竞争对手——韩国的<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>。</strong>从政治角度看，这种结果显然与特朗普的“美国优先”政策相悖。</p><h2 id=\"id_2252992744\">苹果并非完全依赖豁免，已开始多管齐下应对</h2><p>尽管市场普遍看好苹果获得豁免的前景，但该公司并未将所有希望寄托于此。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Erik Woodring表示：</p><blockquote><p>“我们不认为苹果将仅仅押注于总统豁免，而且正如我们在跟踪该公司时所了解的，苹果始终保持长期思考。”</p></blockquote><p>苹果近年来一直致力于将其产业链多元化，包括将部分iPhone生产转移到印度。在90天关税缓期内，苹果可能将寻求其印度合作伙伴，以满足美国iPhone需求。</p><p>Woodring估计，为满足美国的iPhone需求，<strong>苹果需要将其印度生产能力提高一倍，尽管这可能需要更长时间才能实现。</strong></p><p>还有观点指出，另一种策略是<strong>通过提供融资计划、增加运营商补贴和提高以旧换新价值</strong>来缓解人为抬高的iPhone价格。</p><p>如果无法获得豁免，苹果可能会采取其他策略减轻关税压力。大摩分析称，苹果可能会取消低端iPhone存储模型，将需求转向利润率更高的iPhone型号。</p></body></html>","source":"wallstreetcn_hot_news","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>苹果股价连续反弹，市场在押注iPhone获得关税豁免吗？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n苹果股价连续反弹，市场在押注iPhone获得关税豁免吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-12 17:34 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3745086><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“90%的投资者都相信苹果将获得关税豁免”，毕竟，苹果在特朗普1.0时期就获得过一次豁免。华尔街认为，“美国优先”政策指引下，特朗普可能不会希望伤害像苹果这样的美国标志性企业，特别是在该公司承诺未来四年在美国投资5000亿美元之后。关税豁免预期升温，苹果股价反弹。特朗普关税大棒落地后，苹果股价经历了一波暴跌，但在过去两天，意外出现了剧烈反弹。苹果股价自4月9日以来飙升了15%，市值增加4000...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3745086\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9dd8e37009a141c78b4a4ede34830062","relate_stocks":{"LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4598":"佩洛西持仓","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","BK4532":"文艺复兴科技持仓","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","BK4592":"伊斯兰概念","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","BK4515":"5G概念","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","AAPL":"苹果","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0109392836.USD":"富兰克林科技股A","BK4566":"资本集团","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","BK4559":"巴菲特持仓","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","BK4512":"苹果概念"},"source_url":"https://wallstreetcn.com/articles/3745086","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2526605266","content_text":"“90%的投资者都相信苹果将获得关税豁免”，毕竟，苹果在特朗普1.0时期就获得过一次豁免。华尔街认为，“美国优先”政策指引下，特朗普可能不会希望伤害像苹果这样的美国标志性企业，特别是在该公司承诺未来四年在美国投资5000亿美元之后。关税豁免预期升温，苹果股价反弹。特朗普关税大棒落地后，苹果股价经历了一波暴跌，但在过去两天，意外出现了剧烈反弹。苹果股价自4月9日以来飙升了15%，市值增加4000多亿美元，本周五股价单日上涨4.1%，收于198.15美元。这一反弹源自华尔街分析师和投资者越来越相信苹果将获得关税豁免，这一预期已成为支撑股价的关键因素。CFRA Research分析师Angelo Zino表示，苹果获得豁免的可能性已经显著增加：“按目前情况，关税影响对苹果来说尤为严重，潜在增加其销售成本约500亿美元。”“我们预计苹果会推迟将任何关税成本转嫁给消费者，直到秋季产品周期，同时如果贸易协议短期内无法实现，我们将苹果获得特殊豁免的概率从20%提高到50%。”Mizuho Securities交易台分析师Jordan Klein的观点更为乐观，他表示与之交谈的投资者都坚信特朗普将向苹果提供豁免：“90%的投资者似乎相信苹果将获得关税豁免，毕竟该公司在2018年特朗普执政期间就获得过一次豁免。”美国就业与政治考量支撑豁免可能在当前地缘政治紧张局势下，苹果独特的地位可能成为其获得特殊待遇的关键。分析师们指出，特朗普不会希望伤害像苹果这样的美国标志性企业，特别是在该公司承诺未来四年在美国制造业和其他国内投资上支出超过5000亿美元之后。Jordan Klein强调：“该公司雇佣了太多人，美国选民过度依赖iPhone，不会接受iPhone售价达到2000美元的情况。”另一个支持苹果获得豁免的论点是，特朗普的关税政策可能反而助力了苹果的主要竞争对手——韩国的三星电子。从政治角度看，这种结果显然与特朗普的“美国优先”政策相悖。苹果并非完全依赖豁免，已开始多管齐下应对尽管市场普遍看好苹果获得豁免的前景，但该公司并未将所有希望寄托于此。摩根士丹利分析师Erik Woodring表示：“我们不认为苹果将仅仅押注于总统豁免，而且正如我们在跟踪该公司时所了解的，苹果始终保持长期思考。”苹果近年来一直致力于将其产业链多元化，包括将部分iPhone生产转移到印度。在90天关税缓期内，苹果可能将寻求其印度合作伙伴，以满足美国iPhone需求。Woodring估计，为满足美国的iPhone需求，苹果需要将其印度生产能力提高一倍，尽管这可能需要更长时间才能实现。还有观点指出，另一种策略是通过提供融资计划、增加运营商补贴和提高以旧换新价值来缓解人为抬高的iPhone价格。如果无法获得豁免，苹果可能会采取其他策略减轻关税压力。大摩分析称，苹果可能会取消低端iPhone存储模型，将需求转向利润率更高的iPhone型号。","news_type":1},"isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":423710499042112,"gmtCreate":1744463556795,"gmtModify":1744463558983,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"已经豁免了","listText":"已经豁免了","text":"已经豁免了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/423710499042112","repostId":"2526606511","repostType":4,"repost":{"id":"2526606511","kind":"news","pubTimestamp":1744451929,"share":"https://www.laohu8.com/m/news/2526606511?lang=&edition=full","pubTime":"2025-04-12 17:58","market":"sh","language":"zh","title":"美国宣布对笔记本电脑、智能手机、集成电路等豁免征收“对等关税”","url":"https://stock-news.laohu8.com/highlight/detail?id=2526606511","media":"智通财经","summary":"智通财经APP获悉，美国海关及边境保护局在美国时间 11 日晚间发布最新公告，针对第 14257 号行政命令所施行的对等关税措施，公布明确排除适用的产品列表与报关操作指南。据《货运系统讯息服务》公告，CBP 明确指出，凡产品正确归类于所列《美国统一关税表》号别及子号别者，可适用对等关税排除措施。","content":"<html><head></head><body><p>智通财经APP获悉，美国海关及边境保护局(CBP)在美国时间 11 日晚间发布最新公告，针对第 14257 号行政命令所施行的对等关税措施，公布明确排除适用的产品列表与报关操作指南。</p><p>据《货运系统讯息服务》(CSMS #64724565)公告，CBP 明确指出，凡产品正确归类于所列《美国统一关税表》(HTSUS)号别及子号别者，可适用对等关税排除措施。依据备忘录内容，这些产品将不再被课征依据第 14257 号行政命令(2025 年 4 月 2 日公布)所施行的额外国别税率。该措施自美东时间 2025 年 4 月 5 日凌晨 12 时 01 分起生效。</p><p>CBP 释出的 20 项关税豁免编码包括：</p><p>8471</p><p>8473.30</p><p>8486</p><p>8517.13.00</p><p>8517.62.00</p><p>8523.51.00</p><p>8524</p><p>8528.52.00</p><p>8541.10.00</p><p>8541.21.00</p><p>8541.29.00</p><p>8541.30.00</p><p>8541.49.10</p><p>8541.49.70</p><p>8541.49.80</p><p>8541.49.95</p><p>8541.51.00</p><p>8541.59.00</p><p>8541.90.00</p><p>8542</p><p>此 20 项关税豁免编码当中包含的范畴包括了笔记本电脑，智能手机、平板电脑、智能手表等消费电子产品，另外也包括了电视与<a href=\"https://laohu8.com/S/000591\">太阳能</a>相关产品。</p><p>此外，CBP 也提醒，近日系统曾因报关代码更新失效导致部分货物无法正确适用 10% 关税，该故障已于 11 日修复，CBP 要求业者重新提交受影响的报关摘要，以维护合规与权益。</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>美国宣布对笔记本电脑、智能手机、集成电路等豁免征收“对等关税”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国宣布对笔记本电脑、智能手机、集成电路等豁免征收“对等关税”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-12 17:58 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1277768.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，美国海关及边境保护局(CBP)在美国时间 11 日晚间发布最新公告，针对第 14257 号行政命令所施行的对等关税措施，公布明确排除适用的产品列表与报关操作指南。据《货运系统讯息服务》(CSMS #64724565)公告，CBP 明确指出，凡产品正确归类于所列《美国统一关税表》(HTSUS)号别及子号别者，可适用对等关税排除措施。依据备忘录内容，这些产品将不再被课征依据第 ...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1277768.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1277768.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2526606511","content_text":"智通财经APP获悉，美国海关及边境保护局(CBP)在美国时间 11 日晚间发布最新公告，针对第 14257 号行政命令所施行的对等关税措施，公布明确排除适用的产品列表与报关操作指南。据《货运系统讯息服务》(CSMS #64724565)公告，CBP 明确指出，凡产品正确归类于所列《美国统一关税表》(HTSUS)号别及子号别者，可适用对等关税排除措施。依据备忘录内容，这些产品将不再被课征依据第 14257 号行政命令(2025 年 4 月 2 日公布)所施行的额外国别税率。该措施自美东时间 2025 年 4 月 5 日凌晨 12 时 01 分起生效。CBP 释出的 20 项关税豁免编码包括：84718473.3084868517.13.008517.62.008523.51.0085248528.52.008541.10.008541.21.008541.29.008541.30.008541.49.108541.49.708541.49.808541.49.958541.51.008541.59.008541.90.008542此 20 项关税豁免编码当中包含的范畴包括了笔记本电脑，智能手机、平板电脑、智能手表等消费电子产品，另外也包括了电视与太阳能相关产品。此外，CBP 也提醒，近日系统曾因报关代码更新失效导致部分货物无法正确适用 10% 关税，该故障已于 11 日修复，CBP 要求业者重新提交受影响的报关摘要，以维护合规与权益。","news_type":1},"isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":419470512132728,"gmtCreate":1743441036034,"gmtModify":1743441037666,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$</a> $NEBIUS(NBIS)$ 泥妹空军是没吃饭吗？用力砸呀","listText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$</a> $NEBIUS(NBIS)$ 泥妹空军是没吃饭吗？用力砸呀","text":"$NEBIUS(NBIS)$ $NEBIUS(NBIS)$ 泥妹空军是没吃饭吗？用力砸呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/419470512132728","isVote":1,"tweetType":1,"viewCount":820,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":407836532449632,"gmtCreate":1740584611775,"gmtModify":1740584613080,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a>&nbsp; cnbglbamd","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a>&nbsp; cnbglbamd","text":"$美国超微公司(AMD)$ cnbglbamd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407836532449632","isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":406047887757664,"gmtCreate":1740159225900,"gmtModify":1740159227334,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HOLO\">$MicroCloud Hologram Inc.(HOLO)$&nbsp;</a>&nbsp; 是不是少了一位小数点，你大哥mlgo都快十倍了","listText":"<a href=\"https://laohu8.com/S/HOLO\">$MicroCloud Hologram Inc.(HOLO)$&nbsp;</a>&nbsp; 是不是少了一位小数点，你大哥mlgo都快十倍了","text":"$MicroCloud Hologram Inc.(HOLO)$ 是不是少了一位小数点，你大哥mlgo都快十倍了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/406047887757664","isVote":1,"tweetType":1,"viewCount":829,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":405684336152824,"gmtCreate":1740071068757,"gmtModify":1740071070260,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 同样是财报双b 看看人家unity 面a那点逻辑真是无处不在","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 同样是财报双b 看看人家unity 面a那点逻辑真是无处不在","text":"$阿里巴巴(BABA)$ 同样是财报双b 看看人家unity 面a那点逻辑真是无处不在","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/405684336152824","isVote":1,"tweetType":1,"viewCount":1187,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4161659477962062","authorId":"4161659477962062","name":"英伟达蓝星之光","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4161659477962062","authorIdStr":"4161659477962062"},"content":"感觉是阿里巴巴的财报被泄露很久了","text":"感觉是阿里巴巴的财报被泄露很久了","html":"感觉是阿里巴巴的财报被泄露很久了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":401113129427400,"gmtCreate":1738935483946,"gmtModify":1738936386938,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NKLA\">$Nikola Corporation(NKLA)$&nbsp;</a>&nbsp; 个**","listText":"<a href=\"https://laohu8.com/S/NKLA\">$Nikola Corporation(NKLA)$&nbsp;</a>&nbsp; 个**","text":"$Nikola Corporation(NKLA)$ 个**","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/401113129427400","isVote":1,"tweetType":1,"viewCount":976,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398183816331824,"gmtCreate":1738254114726,"gmtModify":1738276322468,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"没见intel涨","listText":"没见intel涨","text":"没见intel涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398183816331824","repostId":"2507699580","repostType":2,"repost":{"id":"2507699580","kind":"news","pubTimestamp":1738226216,"share":"https://www.laohu8.com/m/news/2507699580?lang=&edition=full","pubTime":"2025-01-30 16:36","market":"us","language":"zh","title":"英特尔给AMD制造了大麻烦","url":"https://stock-news.laohu8.com/highlight/detail?id=2507699580","media":"半导体行业观察","summary":"英特尔能够将最大核心数增加到 128 个，是其前代产品的两倍，评论表明英特尔在性能方面已基本赶上 AMD。对此举的第二种解读是，英特尔正在采取积极措施夺回市场份额。大幅降价可能会损害英特尔的利润率，但这并不是定论。削弱AMD的发展势头无论降价的原因是什么，英特尔最新的服务器 CPU 现在比 AMD 的 CPU 更具吸引力。不过，有一点要记住，英特尔和 AMD 服务器 CPU 的标价并不是大客户实际支付的价格。","content":"<html><head></head><body><p>半导体巨头<a href=\"https://laohu8.com/S/INTC\">英特尔</a>正陷入生存危机。该公司缺乏固定的首席执行官，其以代工为中心的战略悬而未决，市场份额的损失给财务带来了压力，其人工智能 (AI) 芯片业务也遭遇了很大挫折。</p><p>虽然英特尔有很多问题，但服务器 CPU 业务是该公司取得真正进展的一个领域。几年前，竞争对手 AMD 凭借 Genoa 系列芯片超越了英特尔，在核心数量、性能和效率方面击败了市场领导者。虽然花了一段时间，但英特尔终于在去年凭借其Granite Rapids 服务器CPU 找到了答案。</p><p>Granite Rapids 是英特尔的关键产品。该芯片系列最终将该公司的主线服务器 CPU 产品从老化的英特尔 7 制造工艺转移到更先进的英特尔 3 工艺，这一转变带来了显着的性能和效率提升。英特尔能够将最大核心数增加到 128 个，是其前代产品的两倍，评论表明英特尔在性能方面已基本赶上 AMD。</p><p><strong>意外降价</strong></p><p>Granite Rapids 的发布会上，有一点让人有些意外，那就是定价。英特尔决定大手笔下手，将旗舰机型的定价定在了 x86 服务器 CPU 的最高水平。考虑到当时英特尔仍在奋力追赶，这一定价决定要么表明英特尔对 Granite Rapids 非常有信心，要么表明该公司还没有接受如今的竞争格局与几年前大不相同的事实。</p><p>Tom&#39;s Hardware本周早些时候报道称，英特尔在未正式宣布的情况下大幅下调了 Granite Rapids CPU 的标价。旗舰型号的标价目前为12460美元，比最初的发布价低了整整5340美元。其他型号也进行了降价，使其价格低于同类 AMD 替代产品。</p><p>值得注意的是，此次降价使得最高端 Granite Rapids 芯片的每核价格远低于 AMD 的顶级芯片，这使得 Granite Rapids 对构建密集云数据中心的客户来说具有吸引力。</p><p>有几种方法可以解释此次降价。首先，Granite Rapids 的销量可能不如英特尔所希望的那样好。虽然该产品系列看起来不错，但定价过高可能会赶走客户。英特尔定于周四公布季度业绩，因此希望该公司能提供最新消息。</p><p>对此举的第二种解读是，英特尔正在采取积极措施夺回市场份额。该公司仍然是服务器 CPU 市场的领导者，但 AMD 在过去几年中取得了巨大的增长。AMD 的 x86 服务器单位份额在 2024 年第三季度为 24.2%，高于 2020 年第三季度的 6.6%。</p><p>事实可能是两者兼而有之。大幅降价可能会损害英特尔的利润率，但这并不是定论。由于英特尔采用英特尔 3 工艺在内部生产 Granite Rapids，如果降价能提高单位销量并提高公司晶圆厂的利用率，利润率可能不会受到太大影响。英特尔 3 是英特尔向代工客户提供的一种工艺，该公司可能有需要填补的过剩产能。</p><p><strong>削弱AMD的发展势头</strong></p><p>无论降价的原因是什么，英特尔最新的服务器 CPU 现在比 AMD 的 CPU 更具吸引力。AMD 将制造业务外包给<a href=\"https://laohu8.com/S/TSM\">台积电</a>，因此如果该公司因此降价，将侵蚀其利润率。</p><p>不过，有一点要记住，英特尔和 AMD 服务器 CPU 的标价并不是大客户实际支付的价格。相反，它们是一个上限。英特尔可能一直在为云计算客户提供大幅折扣。</p><p>无论如何，英特尔似乎正在全力以赴，试图让其数据中心业务恢复正常，并夺回过去几年失去的部分市场份额。凭借稳定且具有竞争力的产品阵容，激进的定价可能正是该公司扭转局面所需要的。</p><p>参考链接</p><p>https://finance.yahoo.com/news/intel-just-created-big-problem-104000212.html</p></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>英特尔给AMD制造了大麻烦</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英特尔给AMD制造了大麻烦\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-30 16:36 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250130101936abbcd208&s=b><strong>半导体行业观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>半导体巨头英特尔正陷入生存危机。该公司缺乏固定的首席执行官，其以代工为中心的战略悬而未决，市场份额的损失给财务带来了压力，其人工智能 (AI) 芯片业务也遭遇了很大挫折。虽然英特尔有很多问题，但服务器 CPU 业务是该公司取得真正进展的一个领域。几年前，竞争对手 AMD 凭借 Genoa 系列芯片超越了英特尔，在核心数量、性能和效率方面击败了市场领导者。虽然花了一段时间，但英特尔终于在去年凭借其...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250130101936abbcd208&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","BK4566":"资本集团","INTC":"英特尔","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4535":"淡马锡持仓","BK4527":"明星科技股","BK4543":"AI","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4550":"红杉资本持仓","BK4588":"碎股","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4573":"虚拟现实","LU0109392836.USD":"富兰克林科技股A","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4512":"苹果概念","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK4529":"IDC概念","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","AMD":"美国超微公司","GFS":"GLOBALFOUNDRIES Inc."},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250130101936abbcd208&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2507699580","content_text":"半导体巨头英特尔正陷入生存危机。该公司缺乏固定的首席执行官，其以代工为中心的战略悬而未决，市场份额的损失给财务带来了压力，其人工智能 (AI) 芯片业务也遭遇了很大挫折。虽然英特尔有很多问题，但服务器 CPU 业务是该公司取得真正进展的一个领域。几年前，竞争对手 AMD 凭借 Genoa 系列芯片超越了英特尔，在核心数量、性能和效率方面击败了市场领导者。虽然花了一段时间，但英特尔终于在去年凭借其Granite Rapids 服务器CPU 找到了答案。Granite Rapids 是英特尔的关键产品。该芯片系列最终将该公司的主线服务器 CPU 产品从老化的英特尔 7 制造工艺转移到更先进的英特尔 3 工艺，这一转变带来了显着的性能和效率提升。英特尔能够将最大核心数增加到 128 个，是其前代产品的两倍，评论表明英特尔在性能方面已基本赶上 AMD。意外降价Granite Rapids 的发布会上，有一点让人有些意外，那就是定价。英特尔决定大手笔下手，将旗舰机型的定价定在了 x86 服务器 CPU 的最高水平。考虑到当时英特尔仍在奋力追赶，这一定价决定要么表明英特尔对 Granite Rapids 非常有信心，要么表明该公司还没有接受如今的竞争格局与几年前大不相同的事实。Tom's Hardware本周早些时候报道称，英特尔在未正式宣布的情况下大幅下调了 Granite Rapids CPU 的标价。旗舰型号的标价目前为12460美元，比最初的发布价低了整整5340美元。其他型号也进行了降价，使其价格低于同类 AMD 替代产品。值得注意的是，此次降价使得最高端 Granite Rapids 芯片的每核价格远低于 AMD 的顶级芯片，这使得 Granite Rapids 对构建密集云数据中心的客户来说具有吸引力。有几种方法可以解释此次降价。首先，Granite Rapids 的销量可能不如英特尔所希望的那样好。虽然该产品系列看起来不错，但定价过高可能会赶走客户。英特尔定于周四公布季度业绩，因此希望该公司能提供最新消息。对此举的第二种解读是，英特尔正在采取积极措施夺回市场份额。该公司仍然是服务器 CPU 市场的领导者，但 AMD 在过去几年中取得了巨大的增长。AMD 的 x86 服务器单位份额在 2024 年第三季度为 24.2%，高于 2020 年第三季度的 6.6%。事实可能是两者兼而有之。大幅降价可能会损害英特尔的利润率，但这并不是定论。由于英特尔采用英特尔 3 工艺在内部生产 Granite Rapids，如果降价能提高单位销量并提高公司晶圆厂的利用率，利润率可能不会受到太大影响。英特尔 3 是英特尔向代工客户提供的一种工艺，该公司可能有需要填补的过剩产能。削弱AMD的发展势头无论降价的原因是什么，英特尔最新的服务器 CPU 现在比 AMD 的 CPU 更具吸引力。AMD 将制造业务外包给台积电，因此如果该公司因此降价，将侵蚀其利润率。不过，有一点要记住，英特尔和 AMD 服务器 CPU 的标价并不是大客户实际支付的价格。相反，它们是一个上限。英特尔可能一直在为云计算客户提供大幅折扣。无论如何，英特尔似乎正在全力以赴，试图让其数据中心业务恢复正常，并夺回过去几年失去的部分市场份额。凭借稳定且具有竞争力的产品阵容，激进的定价可能正是该公司扭转局面所需要的。参考链接https://finance.yahoo.com/news/intel-just-created-big-problem-104000212.html","news_type":1},"isVote":1,"tweetType":1,"viewCount":582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370245821051008,"gmtCreate":1731430077278,"gmtModify":1731430954888,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$&nbsp;</a> 嚯-///呸","listText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$&nbsp;</a> 嚯-///呸","text":"$Unity Software Inc.(U)$ 嚯-///呸","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370245821051008","isVote":1,"tweetType":1,"viewCount":691,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360327291969848,"gmtCreate":1729011036868,"gmtModify":1729013985408,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$&nbsp;</a> 都没个人出来解释解释么","listText":"<a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$&nbsp;</a> 都没个人出来解释解释么","text":"$阿斯麦(ASML)$ 都没个人出来解释解释么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360327291969848","isVote":1,"tweetType":1,"viewCount":1026,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":435389274260288,"gmtCreate":1747305533924,"gmtModify":1747305535609,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"起飞了马上","listText":"起飞了马上","text":"起飞了马上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/435389274260288","repostId":"1110299946","repostType":4,"isVote":1,"tweetType":1,"viewCount":5,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":428234494952304,"gmtCreate":1745580120575,"gmtModify":1745580122421,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"Sqqq走起来","listText":"Sqqq走起来","text":"Sqqq走起来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/428234494952304","repostId":"1132099235","repostType":4,"repost":{"id":"1132099235","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":1745577271,"share":"https://www.laohu8.com/m/news/1132099235?lang=&edition=full","pubTime":"2025-04-25 18:34","market":"us","language":"zh","title":"市场消息：特朗普表示将针对不同国家设定公平的关税","url":"https://stock-news.laohu8.com/highlight/detail?id=1132099235","media":"老虎资讯综合","summary":"美股三大股指期货全线转跌！市场消息：特朗普表示将针对不同国家设定公平的关税。","content":"<html><head></head><body><p>4月25日，美股三大股指期货全线转跌，道指期货跌0.3%，纳斯达克100指数期货跌0.16%，标普500指数期货跌0.07%；市场消息：特朗普表示将针对不同国家设定公平的关税，暂停执行关税90天不是因为债券市场。此外特朗普暗示支持禁止美国国会议员交易股票。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eaeedbd607b1c69ab0f9278f3f4dbbce\" title=\"\" tg-width=\"409\" tg-height=\"199\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>市场消息：特朗普表示将针对不同国家设定公平的关税</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n市场消息：特朗普表示将针对不同国家设定公平的关税\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-04-25 18:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月25日，美股三大股指期货全线转跌，道指期货跌0.3%，纳斯达克100指数期货跌0.16%，标普500指数期货跌0.07%；市场消息：特朗普表示将针对不同国家设定公平的关税，暂停执行关税90天不是因为债券市场。此外特朗普暗示支持禁止美国国会议员交易股票。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eaeedbd607b1c69ab0f9278f3f4dbbce\" title=\"\" tg-width=\"409\" tg-height=\"199\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/28fe255674418213441e3f723107345d","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132099235","content_text":"4月25日，美股三大股指期货全线转跌，道指期货跌0.3%，纳斯达克100指数期货跌0.16%，标普500指数期货跌0.07%；市场消息：特朗普表示将针对不同国家设定公平的关税，暂停执行关税90天不是因为债券市场。此外特朗普暗示支持禁止美国国会议员交易股票。","news_type":1},"isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":423298891113176,"gmtCreate":1744362922931,"gmtModify":1744362954792,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"砸丫的","listText":"砸丫的","text":"砸丫的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/423298891113176","repostId":"1197769343","repostType":4,"isVote":1,"tweetType":1,"viewCount":77,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":407836532449632,"gmtCreate":1740584611775,"gmtModify":1740584613080,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a>&nbsp; cnbglbamd","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a>&nbsp; cnbglbamd","text":"$美国超微公司(AMD)$ cnbglbamd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407836532449632","isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":405684336152824,"gmtCreate":1740071068757,"gmtModify":1740071070260,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 同样是财报双b 看看人家unity 面a那点逻辑真是无处不在","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a> 同样是财报双b 看看人家unity 面a那点逻辑真是无处不在","text":"$阿里巴巴(BABA)$ 同样是财报双b 看看人家unity 面a那点逻辑真是无处不在","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/405684336152824","isVote":1,"tweetType":1,"viewCount":1187,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4161659477962062","authorId":"4161659477962062","name":"英伟达蓝星之光","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4161659477962062","authorIdStr":"4161659477962062"},"content":"感觉是阿里巴巴的财报被泄露很久了","text":"感觉是阿里巴巴的财报被泄露很久了","html":"感觉是阿里巴巴的财报被泄露很久了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":433221473043056,"gmtCreate":1746800783359,"gmtModify":1746802226625,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WOLF\">$Wolfspeed Inc.(WOLF)$&nbsp;</a> 垃圾中的战斗机狼速","listText":"<a href=\"https://laohu8.com/S/WOLF\">$Wolfspeed Inc.(WOLF)$&nbsp;</a> 垃圾中的战斗机狼速","text":"$Wolfspeed Inc.(WOLF)$ 垃圾中的战斗机狼速","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/433221473043056","isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":428276631880320,"gmtCreate":1745590006902,"gmtModify":1745590008744,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"意思是支持炒币？","listText":"意思是支持炒币？","text":"意思是支持炒币？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/428276631880320","repostId":"1177064926","repostType":2,"repost":{"id":"1177064926","kind":"news","pubTimestamp":1745589562,"share":"https://www.laohu8.com/m/news/1177064926?lang=&edition=full","pubTime":"2025-04-25 21:59","market":"us","language":"zh","title":"特朗普：“绝对”会签署法案禁止国会议员炒股","url":"https://stock-news.laohu8.com/highlight/detail?id=1177064926","media":"新浪美股","summary":"他担心议员们可能利用内幕信息获得优势。","content":"<html><head></head><body><p>　　美国总统唐纳德·特朗普表示，他“绝对”会签署一项禁止国会议员交易股票的法案，称他担心议员们可能利用内幕信息获得优势。</p><p style=\"text-align: start;\">　　“我对此没有意见，”特朗普说。“如果他们把法案送交给我，我会签署。”</p><p style=\"text-align: start;\">　　长期以来，美国两党一直支持立法限制国会议员买卖股票，因为他们能够接触到机密情报和有关立法进程的内部信息，使他们在市场上比其他人更具优势。2020年，一群两党参议员因在召开有关新冠疫情的闭门通报会后交易医疗保健股票而遭到批评。</p><p style=\"text-align: start;\">　　特朗普特别批评了前众议院议长南希·佩洛西，她在担任众议院议长期间一直反对立法禁止国会议员及其家属进行股票交易。佩洛西的丈夫保罗·佩洛西在旧金山地区通过房地产和风险投资积累了财富，批评者常常提到这对夫妇通过股票交易取得丰厚回报的案例。</p><p><br/></p></body></html>","source":"xlmg","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：“绝对”会签署法案禁止国会议员炒股</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特朗普：“绝对”会签署法案禁止国会议员炒股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-25 21:59 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2025-04-25/doc-ineukxcr1840942.shtml><strong>新浪美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国总统唐纳德·特朗普表示，他“绝对”会签署一项禁止国会议员交易股票的法案，称他担心议员们可能利用内幕信息获得优势。　　“我对此没有意见，”特朗普说。“如果他们把法案送交给我，我会签署。”　　长期以来，美国两党一直支持立法限制国会议员买卖股票，因为他们能够接触到机密情报和有关立法进程的内部信息，使他们在市场上比其他人更具优势。2020年，一群两党参议员因在召开有关新冠疫情的闭门通报会后交易医疗保健...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-04-25/doc-ineukxcr1840942.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/57ad66c83796c50731ef69a802b644e7","relate_stocks":{".DJI":"道琼斯",".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-04-25/doc-ineukxcr1840942.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177064926","content_text":"美国总统唐纳德·特朗普表示，他“绝对”会签署一项禁止国会议员交易股票的法案，称他担心议员们可能利用内幕信息获得优势。　　“我对此没有意见，”特朗普说。“如果他们把法案送交给我，我会签署。”　　长期以来，美国两党一直支持立法限制国会议员买卖股票，因为他们能够接触到机密情报和有关立法进程的内部信息，使他们在市场上比其他人更具优势。2020年，一群两党参议员因在召开有关新冠疫情的闭门通报会后交易医疗保健股票而遭到批评。　　特朗普特别批评了前众议院议长南希·佩洛西，她在担任众议院议长期间一直反对立法禁止国会议员及其家属进行股票交易。佩洛西的丈夫保罗·佩洛西在旧金山地区通过房地产和风险投资积累了财富，批评者常常提到这对夫妇通过股票交易取得丰厚回报的案例。","news_type":1},"isVote":1,"tweetType":1,"viewCount":307,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":423708789985648,"gmtCreate":1744463579828,"gmtModify":1744463581685,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"已经豁免 开香槟","listText":"已经豁免 开香槟","text":"已经豁免 开香槟","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/423708789985648","repostId":"2526605266","repostType":4,"repost":{"id":"2526605266","kind":"news","pubTimestamp":1744450470,"share":"https://www.laohu8.com/m/news/2526605266?lang=&edition=full","pubTime":"2025-04-12 17:34","market":"us","language":"zh","title":"苹果股价连续反弹，市场在押注iPhone获得关税豁免吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2526605266","media":"华尔街见闻","summary":"“90%的投资者都相信苹果将获得关税豁免”，毕竟，苹果在特朗普1.0时期就获得过一次豁免。华尔街认为，“美国优先”政策指引下，特朗普可能不会希望伤害像苹果这样的美国标志性企业，特别是在该公司承诺未来四年在美国投资5000亿美元之后。","content":"<html><head></head><body><blockquote><p>“90%的投资者都相信苹果将获得关税豁免”，毕竟，苹果在特朗普1.0时期就获得过一次豁免。华尔街认为，“美国优先”政策指引下，特朗普可能不会希望伤害像苹果这样的美国标志性企业，特别是在该公司承诺未来四年在美国投资5000亿美元之后。</p></blockquote><p>关税豁免预期升温，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>股价反弹。</p><p>特朗普关税大棒落地后，苹果股价经历了一波暴跌，但在过去两天，意外出现了剧烈反弹。<strong>苹果股价自4月9日以来飙升了15%，市值增加4000多亿美元，本周五股价单日上涨4.1%，收于198.15美元。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b0c723c5eb7d81355b7369ebb2ca978\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>这一反弹源自华尔街分析师和投资者越来越相信苹果将获得关税豁免，这一预期已成为支撑股价的关键因素。</strong></p><p>CFRA Research分析师Angelo Zino表示，苹果获得豁免的可能性已经显著增加：</p><blockquote><p>“按目前情况，<strong>关税影响对苹果来说尤为严重，潜在增加其销售成本约500亿美元。</strong>”</p><p>“我们预计苹果会推迟将任何关税成本转嫁给消费者，直到秋季产品周期，同时如果贸易协议短期内无法实现，我们将苹果获得特殊豁免的概率从20%提高到50%。”</p></blockquote><p>Mizuho Securities交易台分析师Jordan Klein的观点更为乐观，他表示与之交谈的投资者都坚信特朗普将向苹果提供豁免：</p><blockquote><p>“90%的投资者似乎相信苹果将获得关税豁免，毕竟该公司在2018年特朗普执政期间就获得过一次豁免。”</p></blockquote><h2 id=\"id_1896526236\">美国就业与政治考量支撑豁免可能</h2><p>在当前地缘政治紧张局势下，苹果独特的地位可能成为其获得特殊待遇的关键。</p><p>分析师们指出，<strong>特朗普不会希望伤害像苹果这样的美国标志性企业，</strong>特别是在该公司承诺未来四年在美国制造业和其他国内投资上支出超过5000亿美元之后。</p><p>Jordan Klein强调：</p><blockquote><p><strong>“该公司雇佣了太多人，美国选民过度依赖iPhone，不会接受iPhone售价达到2000美元的情况。”</strong></p></blockquote><p>另一个支持苹果获得豁免的论点是，<strong>特朗普的关税政策可能反而助力了苹果的主要竞争对手——韩国的<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>。</strong>从政治角度看，这种结果显然与特朗普的“美国优先”政策相悖。</p><h2 id=\"id_2252992744\">苹果并非完全依赖豁免，已开始多管齐下应对</h2><p>尽管市场普遍看好苹果获得豁免的前景，但该公司并未将所有希望寄托于此。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Erik Woodring表示：</p><blockquote><p>“我们不认为苹果将仅仅押注于总统豁免，而且正如我们在跟踪该公司时所了解的，苹果始终保持长期思考。”</p></blockquote><p>苹果近年来一直致力于将其产业链多元化，包括将部分iPhone生产转移到印度。在90天关税缓期内，苹果可能将寻求其印度合作伙伴，以满足美国iPhone需求。</p><p>Woodring估计，为满足美国的iPhone需求，<strong>苹果需要将其印度生产能力提高一倍，尽管这可能需要更长时间才能实现。</strong></p><p>还有观点指出，另一种策略是<strong>通过提供融资计划、增加运营商补贴和提高以旧换新价值</strong>来缓解人为抬高的iPhone价格。</p><p>如果无法获得豁免，苹果可能会采取其他策略减轻关税压力。大摩分析称，苹果可能会取消低端iPhone存储模型，将需求转向利润率更高的iPhone型号。</p></body></html>","source":"wallstreetcn_hot_news","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>苹果股价连续反弹，市场在押注iPhone获得关税豁免吗？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n苹果股价连续反弹，市场在押注iPhone获得关税豁免吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-12 17:34 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3745086><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“90%的投资者都相信苹果将获得关税豁免”，毕竟，苹果在特朗普1.0时期就获得过一次豁免。华尔街认为，“美国优先”政策指引下，特朗普可能不会希望伤害像苹果这样的美国标志性企业，特别是在该公司承诺未来四年在美国投资5000亿美元之后。关税豁免预期升温，苹果股价反弹。特朗普关税大棒落地后，苹果股价经历了一波暴跌，但在过去两天，意外出现了剧烈反弹。苹果股价自4月9日以来飙升了15%，市值增加4000...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3745086\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9dd8e37009a141c78b4a4ede34830062","relate_stocks":{"LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4598":"佩洛西持仓","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","BK4532":"文艺复兴科技持仓","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","BK4592":"伊斯兰概念","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","BK4515":"5G概念","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","AAPL":"苹果","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0109392836.USD":"富兰克林科技股A","BK4566":"资本集团","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","BK4559":"巴菲特持仓","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","BK4512":"苹果概念"},"source_url":"https://wallstreetcn.com/articles/3745086","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2526605266","content_text":"“90%的投资者都相信苹果将获得关税豁免”，毕竟，苹果在特朗普1.0时期就获得过一次豁免。华尔街认为，“美国优先”政策指引下，特朗普可能不会希望伤害像苹果这样的美国标志性企业，特别是在该公司承诺未来四年在美国投资5000亿美元之后。关税豁免预期升温，苹果股价反弹。特朗普关税大棒落地后，苹果股价经历了一波暴跌，但在过去两天，意外出现了剧烈反弹。苹果股价自4月9日以来飙升了15%，市值增加4000多亿美元，本周五股价单日上涨4.1%，收于198.15美元。这一反弹源自华尔街分析师和投资者越来越相信苹果将获得关税豁免，这一预期已成为支撑股价的关键因素。CFRA Research分析师Angelo Zino表示，苹果获得豁免的可能性已经显著增加：“按目前情况，关税影响对苹果来说尤为严重，潜在增加其销售成本约500亿美元。”“我们预计苹果会推迟将任何关税成本转嫁给消费者，直到秋季产品周期，同时如果贸易协议短期内无法实现，我们将苹果获得特殊豁免的概率从20%提高到50%。”Mizuho Securities交易台分析师Jordan Klein的观点更为乐观，他表示与之交谈的投资者都坚信特朗普将向苹果提供豁免：“90%的投资者似乎相信苹果将获得关税豁免，毕竟该公司在2018年特朗普执政期间就获得过一次豁免。”美国就业与政治考量支撑豁免可能在当前地缘政治紧张局势下，苹果独特的地位可能成为其获得特殊待遇的关键。分析师们指出，特朗普不会希望伤害像苹果这样的美国标志性企业，特别是在该公司承诺未来四年在美国制造业和其他国内投资上支出超过5000亿美元之后。Jordan Klein强调：“该公司雇佣了太多人，美国选民过度依赖iPhone，不会接受iPhone售价达到2000美元的情况。”另一个支持苹果获得豁免的论点是，特朗普的关税政策可能反而助力了苹果的主要竞争对手——韩国的三星电子。从政治角度看，这种结果显然与特朗普的“美国优先”政策相悖。苹果并非完全依赖豁免，已开始多管齐下应对尽管市场普遍看好苹果获得豁免的前景，但该公司并未将所有希望寄托于此。摩根士丹利分析师Erik Woodring表示：“我们不认为苹果将仅仅押注于总统豁免，而且正如我们在跟踪该公司时所了解的，苹果始终保持长期思考。”苹果近年来一直致力于将其产业链多元化，包括将部分iPhone生产转移到印度。在90天关税缓期内，苹果可能将寻求其印度合作伙伴，以满足美国iPhone需求。Woodring估计，为满足美国的iPhone需求，苹果需要将其印度生产能力提高一倍，尽管这可能需要更长时间才能实现。还有观点指出，另一种策略是通过提供融资计划、增加运营商补贴和提高以旧换新价值来缓解人为抬高的iPhone价格。如果无法获得豁免，苹果可能会采取其他策略减轻关税压力。大摩分析称，苹果可能会取消低端iPhone存储模型，将需求转向利润率更高的iPhone型号。","news_type":1},"isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":423710499042112,"gmtCreate":1744463556795,"gmtModify":1744463558983,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"已经豁免了","listText":"已经豁免了","text":"已经豁免了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/423710499042112","repostId":"2526606511","repostType":4,"repost":{"id":"2526606511","kind":"news","pubTimestamp":1744451929,"share":"https://www.laohu8.com/m/news/2526606511?lang=&edition=full","pubTime":"2025-04-12 17:58","market":"sh","language":"zh","title":"美国宣布对笔记本电脑、智能手机、集成电路等豁免征收“对等关税”","url":"https://stock-news.laohu8.com/highlight/detail?id=2526606511","media":"智通财经","summary":"智通财经APP获悉，美国海关及边境保护局在美国时间 11 日晚间发布最新公告，针对第 14257 号行政命令所施行的对等关税措施，公布明确排除适用的产品列表与报关操作指南。据《货运系统讯息服务》公告，CBP 明确指出，凡产品正确归类于所列《美国统一关税表》号别及子号别者，可适用对等关税排除措施。","content":"<html><head></head><body><p>智通财经APP获悉，美国海关及边境保护局(CBP)在美国时间 11 日晚间发布最新公告，针对第 14257 号行政命令所施行的对等关税措施，公布明确排除适用的产品列表与报关操作指南。</p><p>据《货运系统讯息服务》(CSMS #64724565)公告，CBP 明确指出，凡产品正确归类于所列《美国统一关税表》(HTSUS)号别及子号别者，可适用对等关税排除措施。依据备忘录内容，这些产品将不再被课征依据第 14257 号行政命令(2025 年 4 月 2 日公布)所施行的额外国别税率。该措施自美东时间 2025 年 4 月 5 日凌晨 12 时 01 分起生效。</p><p>CBP 释出的 20 项关税豁免编码包括：</p><p>8471</p><p>8473.30</p><p>8486</p><p>8517.13.00</p><p>8517.62.00</p><p>8523.51.00</p><p>8524</p><p>8528.52.00</p><p>8541.10.00</p><p>8541.21.00</p><p>8541.29.00</p><p>8541.30.00</p><p>8541.49.10</p><p>8541.49.70</p><p>8541.49.80</p><p>8541.49.95</p><p>8541.51.00</p><p>8541.59.00</p><p>8541.90.00</p><p>8542</p><p>此 20 项关税豁免编码当中包含的范畴包括了笔记本电脑，智能手机、平板电脑、智能手表等消费电子产品，另外也包括了电视与<a href=\"https://laohu8.com/S/000591\">太阳能</a>相关产品。</p><p>此外，CBP 也提醒，近日系统曾因报关代码更新失效导致部分货物无法正确适用 10% 关税，该故障已于 11 日修复，CBP 要求业者重新提交受影响的报关摘要，以维护合规与权益。</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>美国宣布对笔记本电脑、智能手机、集成电路等豁免征收“对等关税”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国宣布对笔记本电脑、智能手机、集成电路等豁免征收“对等关税”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-12 17:58 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1277768.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，美国海关及边境保护局(CBP)在美国时间 11 日晚间发布最新公告，针对第 14257 号行政命令所施行的对等关税措施，公布明确排除适用的产品列表与报关操作指南。据《货运系统讯息服务》(CSMS #64724565)公告，CBP 明确指出，凡产品正确归类于所列《美国统一关税表》(HTSUS)号别及子号别者，可适用对等关税排除措施。依据备忘录内容，这些产品将不再被课征依据第 ...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1277768.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1277768.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2526606511","content_text":"智通财经APP获悉，美国海关及边境保护局(CBP)在美国时间 11 日晚间发布最新公告，针对第 14257 号行政命令所施行的对等关税措施，公布明确排除适用的产品列表与报关操作指南。据《货运系统讯息服务》(CSMS #64724565)公告，CBP 明确指出，凡产品正确归类于所列《美国统一关税表》(HTSUS)号别及子号别者，可适用对等关税排除措施。依据备忘录内容，这些产品将不再被课征依据第 14257 号行政命令(2025 年 4 月 2 日公布)所施行的额外国别税率。该措施自美东时间 2025 年 4 月 5 日凌晨 12 时 01 分起生效。CBP 释出的 20 项关税豁免编码包括：84718473.3084868517.13.008517.62.008523.51.0085248528.52.008541.10.008541.21.008541.29.008541.30.008541.49.108541.49.708541.49.808541.49.958541.51.008541.59.008541.90.008542此 20 项关税豁免编码当中包含的范畴包括了笔记本电脑，智能手机、平板电脑、智能手表等消费电子产品，另外也包括了电视与太阳能相关产品。此外，CBP 也提醒，近日系统曾因报关代码更新失效导致部分货物无法正确适用 10% 关税，该故障已于 11 日修复，CBP 要求业者重新提交受影响的报关摘要，以维护合规与权益。","news_type":1},"isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":419470512132728,"gmtCreate":1743441036034,"gmtModify":1743441037666,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$</a> $NEBIUS(NBIS)$ 泥妹空军是没吃饭吗？用力砸呀","listText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$</a> $NEBIUS(NBIS)$ 泥妹空军是没吃饭吗？用力砸呀","text":"$NEBIUS(NBIS)$ $NEBIUS(NBIS)$ 泥妹空军是没吃饭吗？用力砸呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/419470512132728","isVote":1,"tweetType":1,"viewCount":820,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":406047887757664,"gmtCreate":1740159225900,"gmtModify":1740159227334,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/HOLO\">$MicroCloud Hologram Inc.(HOLO)$&nbsp;</a>&nbsp; 是不是少了一位小数点，你大哥mlgo都快十倍了","listText":"<a href=\"https://laohu8.com/S/HOLO\">$MicroCloud Hologram Inc.(HOLO)$&nbsp;</a>&nbsp; 是不是少了一位小数点，你大哥mlgo都快十倍了","text":"$MicroCloud Hologram Inc.(HOLO)$ 是不是少了一位小数点，你大哥mlgo都快十倍了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/406047887757664","isVote":1,"tweetType":1,"viewCount":829,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":401113129427400,"gmtCreate":1738935483946,"gmtModify":1738936386938,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NKLA\">$Nikola Corporation(NKLA)$&nbsp;</a>&nbsp; 个**","listText":"<a href=\"https://laohu8.com/S/NKLA\">$Nikola Corporation(NKLA)$&nbsp;</a>&nbsp; 个**","text":"$Nikola Corporation(NKLA)$ 个**","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/401113129427400","isVote":1,"tweetType":1,"viewCount":976,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398183816331824,"gmtCreate":1738254114726,"gmtModify":1738276322468,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"没见intel涨","listText":"没见intel涨","text":"没见intel涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398183816331824","repostId":"2507699580","repostType":2,"repost":{"id":"2507699580","kind":"news","pubTimestamp":1738226216,"share":"https://www.laohu8.com/m/news/2507699580?lang=&edition=full","pubTime":"2025-01-30 16:36","market":"us","language":"zh","title":"英特尔给AMD制造了大麻烦","url":"https://stock-news.laohu8.com/highlight/detail?id=2507699580","media":"半导体行业观察","summary":"英特尔能够将最大核心数增加到 128 个，是其前代产品的两倍，评论表明英特尔在性能方面已基本赶上 AMD。对此举的第二种解读是，英特尔正在采取积极措施夺回市场份额。大幅降价可能会损害英特尔的利润率，但这并不是定论。削弱AMD的发展势头无论降价的原因是什么，英特尔最新的服务器 CPU 现在比 AMD 的 CPU 更具吸引力。不过，有一点要记住，英特尔和 AMD 服务器 CPU 的标价并不是大客户实际支付的价格。","content":"<html><head></head><body><p>半导体巨头<a href=\"https://laohu8.com/S/INTC\">英特尔</a>正陷入生存危机。该公司缺乏固定的首席执行官，其以代工为中心的战略悬而未决，市场份额的损失给财务带来了压力，其人工智能 (AI) 芯片业务也遭遇了很大挫折。</p><p>虽然英特尔有很多问题，但服务器 CPU 业务是该公司取得真正进展的一个领域。几年前，竞争对手 AMD 凭借 Genoa 系列芯片超越了英特尔，在核心数量、性能和效率方面击败了市场领导者。虽然花了一段时间，但英特尔终于在去年凭借其Granite Rapids 服务器CPU 找到了答案。</p><p>Granite Rapids 是英特尔的关键产品。该芯片系列最终将该公司的主线服务器 CPU 产品从老化的英特尔 7 制造工艺转移到更先进的英特尔 3 工艺，这一转变带来了显着的性能和效率提升。英特尔能够将最大核心数增加到 128 个，是其前代产品的两倍，评论表明英特尔在性能方面已基本赶上 AMD。</p><p><strong>意外降价</strong></p><p>Granite Rapids 的发布会上，有一点让人有些意外，那就是定价。英特尔决定大手笔下手，将旗舰机型的定价定在了 x86 服务器 CPU 的最高水平。考虑到当时英特尔仍在奋力追赶，这一定价决定要么表明英特尔对 Granite Rapids 非常有信心，要么表明该公司还没有接受如今的竞争格局与几年前大不相同的事实。</p><p>Tom&#39;s Hardware本周早些时候报道称，英特尔在未正式宣布的情况下大幅下调了 Granite Rapids CPU 的标价。旗舰型号的标价目前为12460美元，比最初的发布价低了整整5340美元。其他型号也进行了降价，使其价格低于同类 AMD 替代产品。</p><p>值得注意的是，此次降价使得最高端 Granite Rapids 芯片的每核价格远低于 AMD 的顶级芯片，这使得 Granite Rapids 对构建密集云数据中心的客户来说具有吸引力。</p><p>有几种方法可以解释此次降价。首先，Granite Rapids 的销量可能不如英特尔所希望的那样好。虽然该产品系列看起来不错，但定价过高可能会赶走客户。英特尔定于周四公布季度业绩，因此希望该公司能提供最新消息。</p><p>对此举的第二种解读是，英特尔正在采取积极措施夺回市场份额。该公司仍然是服务器 CPU 市场的领导者，但 AMD 在过去几年中取得了巨大的增长。AMD 的 x86 服务器单位份额在 2024 年第三季度为 24.2%，高于 2020 年第三季度的 6.6%。</p><p>事实可能是两者兼而有之。大幅降价可能会损害英特尔的利润率，但这并不是定论。由于英特尔采用英特尔 3 工艺在内部生产 Granite Rapids，如果降价能提高单位销量并提高公司晶圆厂的利用率，利润率可能不会受到太大影响。英特尔 3 是英特尔向代工客户提供的一种工艺，该公司可能有需要填补的过剩产能。</p><p><strong>削弱AMD的发展势头</strong></p><p>无论降价的原因是什么，英特尔最新的服务器 CPU 现在比 AMD 的 CPU 更具吸引力。AMD 将制造业务外包给<a href=\"https://laohu8.com/S/TSM\">台积电</a>，因此如果该公司因此降价，将侵蚀其利润率。</p><p>不过，有一点要记住，英特尔和 AMD 服务器 CPU 的标价并不是大客户实际支付的价格。相反，它们是一个上限。英特尔可能一直在为云计算客户提供大幅折扣。</p><p>无论如何，英特尔似乎正在全力以赴，试图让其数据中心业务恢复正常，并夺回过去几年失去的部分市场份额。凭借稳定且具有竞争力的产品阵容，激进的定价可能正是该公司扭转局面所需要的。</p><p>参考链接</p><p>https://finance.yahoo.com/news/intel-just-created-big-problem-104000212.html</p></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>英特尔给AMD制造了大麻烦</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英特尔给AMD制造了大麻烦\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-30 16:36 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250130101936abbcd208&s=b><strong>半导体行业观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>半导体巨头英特尔正陷入生存危机。该公司缺乏固定的首席执行官，其以代工为中心的战略悬而未决，市场份额的损失给财务带来了压力，其人工智能 (AI) 芯片业务也遭遇了很大挫折。虽然英特尔有很多问题，但服务器 CPU 业务是该公司取得真正进展的一个领域。几年前，竞争对手 AMD 凭借 Genoa 系列芯片超越了英特尔，在核心数量、性能和效率方面击败了市场领导者。虽然花了一段时间，但英特尔终于在去年凭借其...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250130101936abbcd208&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","BK4566":"资本集团","INTC":"英特尔","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4535":"淡马锡持仓","BK4527":"明星科技股","BK4543":"AI","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4550":"红杉资本持仓","BK4588":"碎股","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4573":"虚拟现实","LU0109392836.USD":"富兰克林科技股A","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4512":"苹果概念","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK4529":"IDC概念","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4532":"文艺复兴科技持仓","BK4515":"5G概念","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","AMD":"美国超微公司","GFS":"GLOBALFOUNDRIES Inc."},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250130101936abbcd208&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2507699580","content_text":"半导体巨头英特尔正陷入生存危机。该公司缺乏固定的首席执行官，其以代工为中心的战略悬而未决，市场份额的损失给财务带来了压力，其人工智能 (AI) 芯片业务也遭遇了很大挫折。虽然英特尔有很多问题，但服务器 CPU 业务是该公司取得真正进展的一个领域。几年前，竞争对手 AMD 凭借 Genoa 系列芯片超越了英特尔，在核心数量、性能和效率方面击败了市场领导者。虽然花了一段时间，但英特尔终于在去年凭借其Granite Rapids 服务器CPU 找到了答案。Granite Rapids 是英特尔的关键产品。该芯片系列最终将该公司的主线服务器 CPU 产品从老化的英特尔 7 制造工艺转移到更先进的英特尔 3 工艺，这一转变带来了显着的性能和效率提升。英特尔能够将最大核心数增加到 128 个，是其前代产品的两倍，评论表明英特尔在性能方面已基本赶上 AMD。意外降价Granite Rapids 的发布会上，有一点让人有些意外，那就是定价。英特尔决定大手笔下手，将旗舰机型的定价定在了 x86 服务器 CPU 的最高水平。考虑到当时英特尔仍在奋力追赶，这一定价决定要么表明英特尔对 Granite Rapids 非常有信心，要么表明该公司还没有接受如今的竞争格局与几年前大不相同的事实。Tom's Hardware本周早些时候报道称，英特尔在未正式宣布的情况下大幅下调了 Granite Rapids CPU 的标价。旗舰型号的标价目前为12460美元，比最初的发布价低了整整5340美元。其他型号也进行了降价，使其价格低于同类 AMD 替代产品。值得注意的是，此次降价使得最高端 Granite Rapids 芯片的每核价格远低于 AMD 的顶级芯片，这使得 Granite Rapids 对构建密集云数据中心的客户来说具有吸引力。有几种方法可以解释此次降价。首先，Granite Rapids 的销量可能不如英特尔所希望的那样好。虽然该产品系列看起来不错，但定价过高可能会赶走客户。英特尔定于周四公布季度业绩，因此希望该公司能提供最新消息。对此举的第二种解读是，英特尔正在采取积极措施夺回市场份额。该公司仍然是服务器 CPU 市场的领导者，但 AMD 在过去几年中取得了巨大的增长。AMD 的 x86 服务器单位份额在 2024 年第三季度为 24.2%，高于 2020 年第三季度的 6.6%。事实可能是两者兼而有之。大幅降价可能会损害英特尔的利润率，但这并不是定论。由于英特尔采用英特尔 3 工艺在内部生产 Granite Rapids，如果降价能提高单位销量并提高公司晶圆厂的利用率，利润率可能不会受到太大影响。英特尔 3 是英特尔向代工客户提供的一种工艺，该公司可能有需要填补的过剩产能。削弱AMD的发展势头无论降价的原因是什么，英特尔最新的服务器 CPU 现在比 AMD 的 CPU 更具吸引力。AMD 将制造业务外包给台积电，因此如果该公司因此降价，将侵蚀其利润率。不过，有一点要记住，英特尔和 AMD 服务器 CPU 的标价并不是大客户实际支付的价格。相反，它们是一个上限。英特尔可能一直在为云计算客户提供大幅折扣。无论如何，英特尔似乎正在全力以赴，试图让其数据中心业务恢复正常，并夺回过去几年失去的部分市场份额。凭借稳定且具有竞争力的产品阵容，激进的定价可能正是该公司扭转局面所需要的。参考链接https://finance.yahoo.com/news/intel-just-created-big-problem-104000212.html","news_type":1},"isVote":1,"tweetType":1,"viewCount":582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370245821051008,"gmtCreate":1731430077278,"gmtModify":1731430954888,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$&nbsp;</a> 嚯-///呸","listText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$&nbsp;</a> 嚯-///呸","text":"$Unity Software Inc.(U)$ 嚯-///呸","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/370245821051008","isVote":1,"tweetType":1,"viewCount":691,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360327291969848,"gmtCreate":1729011036868,"gmtModify":1729013985408,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$&nbsp;</a> 都没个人出来解释解释么","listText":"<a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$&nbsp;</a> 都没个人出来解释解释么","text":"$阿斯麦(ASML)$ 都没个人出来解释解释么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360327291969848","isVote":1,"tweetType":1,"viewCount":1026,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}