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7374d456

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03-21

东西双落

@股票是人的游戏:$恒生指数主连 2503(HSImain)$ 东落西升 $NQ100指数主连 2506(NQmain)$

02-25

赶紧扩产离暴雷越来越近

为中国而造芯！中芯国际继续扩产，今年要再投544亿

2024-12-30

抖音连句话都不给讲别卖给他去买遥遥领先一点社会责任感都没得企业

市场消息：字节跳动计划明年斥资70亿美元购买英伟达芯片

2024-11-22

‌$拼多多(PDD)$ ‌昨天看你跌的多卖掉台积电买的你就给我来这出下次再也不碰中概小A

2024-11-21

$英伟达(NVDA)$ 能到120吗

2024-11-21

‌$英伟达(NVDA)$ ‌晚上低开高走

2024-10-25

‌$纳斯达克(.IXIC)$ ‌上半夜是不是起的有点高今天收盘不得上2个点啊今天有啥好事吗

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href=\"https://laohu8.com/S/SMSN.UK\">三星</a>的差距也越来越小，甚至只有三个百分点左右了，说不定在不久的将来，很快就可以超过三星，成为全球第2名。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250225140557382d206unfy2z3tnf5\"/><p><a href=\"https://laohu8.com/S/00981\">中芯国际</a>为何这么厉害？我觉得可以从两个方面来看。</p><p>第一个方面，就是在中国芯国产替代的大背景之下，中芯国际这几年一直在不断的扩产芯片产能，到处建厂以满足国内芯片设计企业的芯片制造要求。</p><p>数据显示，2024年中芯国际投入就高达75亿美元，这么高的投入，然后就会不断的有芯片工厂投产，产能增加，自然营收就会增加，所以排名上升。</p><p>其次，中国芯片设计企业之前太多的订单都是流到国外去了，有院士曾说，中国芯片制造的实际需求，与中国能够满足的需求之间差了8个中芯国际。</p><p>随着中芯国际产能增长，这些订单慢慢的全部转向了国内，数据显示，目前中芯国际的订单有85%以上来自于国内，而曾经这个比例只有60%左右。</p><p>但成为全球第三，明显不只是中芯国际的目标，这只是他成长道路上的一小步而已。中芯国际的目标是成为中国大陆的“<a href=\"https://laohu8.com/S/TSM\">台积电</a>”，为中国造芯而努力。</p><p>而要为中国而造芯，就需要中芯国际往继续往两个方面去努力。</p><p>第1个方面当然是持续扩展，提高芯片产能，满足国内芯片设计企业的要求，让他们不再依赖于台积电，联、三星等等的产能。</p><p>第2个方面则是持续的技术突破，提高芯片工艺，毕竟目前，我们和台积电的工艺差距还是有2~3代的，而这也是中芯国际要努力的方向。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250225140608369d2062wwhjew0e8d\"/><p>不管是继续提高芯片产能，还是持续的进行芯片工艺技术突破，都需要大量的资金投入，造芯本来就是高投入、高门槛、长周期的产业。</p><p>所以前段时间，中芯国际宣布2025年将继续投入75亿美元（约544亿元人民币），而2024年中芯国际的营收也就80亿美元左右，相当于把2024年的所有收入全部投入了，这个决心有多大，应该不用我多说了吧。</p><p>接下来，就让我们期待一下，2025年中芯国际能够再创造什么样的辉煌，能不能有可能，超过三星，成为全球第2名呢？</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>为中国而造芯！中芯国际继续扩产，今年要再投544亿</title>\n<style 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250225140613962f6bdc&s=b><strong>Ofweek光电信息网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>众所周知，在2024年之前，在芯片代工领域一直排第5名的中芯国际，一举超过了格芯、联电成为了全球第三名。并且离三星的差距也越来越小，甚至只有三个百分点左右了，说不定在不久的将来，很快就可以超过三星，成为全球第2名。中芯国际为何这么厉害？我觉得可以从两个方面来看。第一个方面，就是在中国芯国产替代的大背景之下，中芯国际这几年一直在不断的扩产芯片产能，到处建厂以满足国内芯片设计企业的芯片制造要求。数据...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250225140613962f6bdc&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"688981":"中芯国际","00981":"中芯国际","BK1607":"新IT概念","BK1610":"ETF&股票定投概念","BK1526":"科网股","BK1163":"半导体产品"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250225140613962f6bdc&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2514375350","content_text":"众所周知，在2024年之前，在芯片代工领域一直排第5名的中芯国际，一举超过了格芯、联电成为了全球第三名。并且离三星的差距也越来越小，甚至只有三个百分点左右了，说不定在不久的将来，很快就可以超过三星，成为全球第2名。中芯国际为何这么厉害？我觉得可以从两个方面来看。第一个方面，就是在中国芯国产替代的大背景之下，中芯国际这几年一直在不断的扩产芯片产能，到处建厂以满足国内芯片设计企业的芯片制造要求。数据显示，2024年中芯国际投入就高达75亿美元，这么高的投入，然后就会不断的有芯片工厂投产，产能增加，自然营收就会增加，所以排名上升。其次，中国芯片设计企业之前太多的订单都是流到国外去了，有院士曾说，中国芯片制造的实际需求，与中国能够满足的需求之间差了8个中芯国际。随着中芯国际产能增长，这些订单慢慢的全部转向了国内，数据显示，目前中芯国际的订单有85%以上来自于国内，而曾经这个比例只有60%左右。但成为全球第三，明显不只是中芯国际的目标，这只是他成长道路上的一小步而已。中芯国际的目标是成为中国大陆的“台积电”，为中国造芯而努力。而要为中国而造芯，就需要中芯国际往继续往两个方面去努力。第1个方面当然是持续扩展，提高芯片产能，满足国内芯片设计企业的要求，让他们不再依赖于台积电，联、三星等等的产能。第2个方面则是持续的技术突破，提高芯片工艺，毕竟目前，我们和台积电的工艺差距还是有2~3代的，而这也是中芯国际要努力的方向。不管是继续提高芯片产能，还是持续的进行芯片工艺技术突破，都需要大量的资金投入，造芯本来就是高投入、高门槛、长周期的产业。所以前段时间，中芯国际宣布2025年将继续投入75亿美元（约544亿元人民币），而2024年中芯国际的营收也就80亿美元左右，相当于把2024年的所有收入全部投入了，这个决心有多大，应该不用我多说了吧。接下来，就让我们期待一下，2025年中芯国际能够再创造什么样的辉煌，能不能有可能，超过三星，成为全球第2名呢？","news_type":1,"symbols_score_info":{"688981":0.9,"00981":1}},"isVote":1,"tweetType":1,"viewCount":1822,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387233739137248,"gmtCreate":1735570220760,"gmtModify":1735570222714,"author":{"id":"4148126901617722","authorId":"4148126901617722","name":"7374d456","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4148126901617722","authorIdStr":"4148126901617722"},"themes":[],"htmlText":"抖音连句话都不给讲&nbsp; 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今天有啥好事吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363962311602440","isVote":1,"tweetType":1,"viewCount":1785,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":407328996282544,"gmtCreate":1740466566790,"gmtModify":1740466568768,"author":{"id":"4148126901617722","authorId":"4148126901617722","name":"7374d456","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4148126901617722","authorIdStr":"4148126901617722"},"themes":[],"htmlText":"赶紧扩产&nbsp; 离暴雷越来越近","listText":"赶紧扩产&nbsp; 离暴雷越来越近","text":"赶紧扩产 离暴雷越来越近","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/407328996282544","repostId":"2514375350","repostType":2,"repost":{"id":"2514375350","kind":"news","pubTimestamp":1740463140,"share":"https://www.laohu8.com/m/news/2514375350?lang=&edition=full","pubTime":"2025-02-25 13:59","market":"hk","language":"zh","title":"为中国而造芯！中芯国际继续扩产，今年要再投544亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2514375350","media":"Ofweek光电信息网","summary":"众所周知，在2024年之前，在芯片代工领域一直排第5名的中芯国际，一举超过了格芯、联电成为了全球第三名。第一个方面，就是在中国芯国产替代的大背景之下，中芯国际这几年一直在不断的扩产芯片产能，到处建厂以满足国内芯片设计企业的芯片制造要求。但成为全球第三，明显不只是中芯国际的目标，这只是他成长道路上的一小步而已。而要为中国而造芯，就需要中芯国际往继续往两个方面去努力。","content":"<html><body><article><p>众所周知，在2024年之前，在芯片代工领域一直排第5名的<a href=\"https://laohu8.com/S/688981\">中芯国际</a>，一举超过了格芯、<a href=\"https://laohu8.com/S/UMC\">联电</a>成为了全球第三名。</p><p>并且离<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>的差距也越来越小，甚至只有三个百分点左右了，说不定在不久的将来，很快就可以超过三星，成为全球第2名。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250225140557382d206unfy2z3tnf5\"/><p><a href=\"https://laohu8.com/S/00981\">中芯国际</a>为何这么厉害？我觉得可以从两个方面来看。</p><p>第一个方面，就是在中国芯国产替代的大背景之下，中芯国际这几年一直在不断的扩产芯片产能，到处建厂以满足国内芯片设计企业的芯片制造要求。</p><p>数据显示，2024年中芯国际投入就高达75亿美元，这么高的投入，然后就会不断的有芯片工厂投产，产能增加，自然营收就会增加，所以排名上升。</p><p>其次，中国芯片设计企业之前太多的订单都是流到国外去了，有院士曾说，中国芯片制造的实际需求，与中国能够满足的需求之间差了8个中芯国际。</p><p>随着中芯国际产能增长，这些订单慢慢的全部转向了国内，数据显示，目前中芯国际的订单有85%以上来自于国内，而曾经这个比例只有60%左右。</p><p>但成为全球第三，明显不只是中芯国际的目标，这只是他成长道路上的一小步而已。中芯国际的目标是成为中国大陆的“<a href=\"https://laohu8.com/S/TSM\">台积电</a>”，为中国造芯而努力。</p><p>而要为中国而造芯，就需要中芯国际往继续往两个方面去努力。</p><p>第1个方面当然是持续扩展，提高芯片产能，满足国内芯片设计企业的要求，让他们不再依赖于台积电，联、三星等等的产能。</p><p>第2个方面则是持续的技术突破，提高芯片工艺，毕竟目前，我们和台积电的工艺差距还是有2~3代的，而这也是中芯国际要努力的方向。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250225140608369d2062wwhjew0e8d\"/><p>不管是继续提高芯片产能，还是持续的进行芯片工艺技术突破，都需要大量的资金投入，造芯本来就是高投入、高门槛、长周期的产业。</p><p>所以前段时间，中芯国际宣布2025年将继续投入75亿美元（约544亿元人民币），而2024年中芯国际的营收也就80亿美元左右，相当于把2024年的所有收入全部投入了，这个决心有多大，应该不用我多说了吧。</p><p>接下来，就让我们期待一下，2025年中芯国际能够再创造什么样的辉煌，能不能有可能，超过三星，成为全球第2名呢？</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>为中国而造芯！中芯国际继续扩产，今年要再投544亿</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n为中国而造芯！中芯国际继续扩产，今年要再投544亿\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-25 13:59 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250225140613962f6bdc&s=b><strong>Ofweek光电信息网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>众所周知，在2024年之前，在芯片代工领域一直排第5名的中芯国际，一举超过了格芯、联电成为了全球第三名。并且离三星的差距也越来越小，甚至只有三个百分点左右了，说不定在不久的将来，很快就可以超过三星，成为全球第2名。中芯国际为何这么厉害？我觉得可以从两个方面来看。第一个方面，就是在中国芯国产替代的大背景之下，中芯国际这几年一直在不断的扩产芯片产能，到处建厂以满足国内芯片设计企业的芯片制造要求。数据...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250225140613962f6bdc&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"688981":"中芯国际","00981":"中芯国际","BK1607":"新IT概念","BK1610":"ETF&股票定投概念","BK1526":"科网股","BK1163":"半导体产品"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250225140613962f6bdc&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2514375350","content_text":"众所周知，在2024年之前，在芯片代工领域一直排第5名的中芯国际，一举超过了格芯、联电成为了全球第三名。并且离三星的差距也越来越小，甚至只有三个百分点左右了，说不定在不久的将来，很快就可以超过三星，成为全球第2名。中芯国际为何这么厉害？我觉得可以从两个方面来看。第一个方面，就是在中国芯国产替代的大背景之下，中芯国际这几年一直在不断的扩产芯片产能，到处建厂以满足国内芯片设计企业的芯片制造要求。数据显示，2024年中芯国际投入就高达75亿美元，这么高的投入，然后就会不断的有芯片工厂投产，产能增加，自然营收就会增加，所以排名上升。其次，中国芯片设计企业之前太多的订单都是流到国外去了，有院士曾说，中国芯片制造的实际需求，与中国能够满足的需求之间差了8个中芯国际。随着中芯国际产能增长，这些订单慢慢的全部转向了国内，数据显示，目前中芯国际的订单有85%以上来自于国内，而曾经这个比例只有60%左右。但成为全球第三，明显不只是中芯国际的目标，这只是他成长道路上的一小步而已。中芯国际的目标是成为中国大陆的“台积电”，为中国造芯而努力。而要为中国而造芯，就需要中芯国际往继续往两个方面去努力。第1个方面当然是持续扩展，提高芯片产能，满足国内芯片设计企业的要求，让他们不再依赖于台积电，联、三星等等的产能。第2个方面则是持续的技术突破，提高芯片工艺，毕竟目前，我们和台积电的工艺差距还是有2~3代的，而这也是中芯国际要努力的方向。不管是继续提高芯片产能，还是持续的进行芯片工艺技术突破，都需要大量的资金投入，造芯本来就是高投入、高门槛、长周期的产业。所以前段时间，中芯国际宣布2025年将继续投入75亿美元（约544亿元人民币），而2024年中芯国际的营收也就80亿美元左右，相当于把2024年的所有收入全部投入了，这个决心有多大，应该不用我多说了吧。接下来，就让我们期待一下，2025年中芯国际能够再创造什么样的辉煌，能不能有可能，超过三星，成为全球第2名呢？","news_type":1,"symbols_score_info":{"688981":0.9,"00981":1}},"isVote":1,"tweetType":1,"viewCount":1822,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387233739137248,"gmtCreate":1735570220760,"gmtModify":1735570222714,"author":{"id":"4148126901617722","authorId":"4148126901617722","name":"7374d456","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4148126901617722","authorIdStr":"4148126901617722"},"themes":[],"htmlText":"抖音连句话都不给讲&nbsp; 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