WEIWEI LI的个人主页 - 老虎社区

WEIWEI LI

WEIWEI LI

暂无个人介绍

IP属地：北京

50关注

3粉丝

4主题

0勋章

11-10

$英特尔(INTC)$

11-07

会不会马斯克买了英特尔股票才这样说的[微笑]

特斯拉将建一座晶圆厂

11-07

$英特尔(INTC)$ 其它家都止跌了，就你一个头往下串

11-03

$英特尔(INTC)$

10-27

$英特尔(INTC)$

10-24

$英特尔(INTC)$ 在过会儿可能都要红了，太惨了

10-21

$英特尔(INTC)$

10-14

$英特尔(INTC)$

10-07

$英特尔(INTC)$

10-05

整天碰瓷一点自信都没有，做啥高端机

09-29

$英特尔(INTC)$

09-22

$英特尔(INTC)$ 时间拿久点看看

09-20

我觉得我时间少，不喜欢做短线，更喜欢做波段和长线价值投资。

09-16

500USD

09-15

$二倍做多黄金ETF(ProShares)(UGL)$

09-09

$二倍做多黄金ETF(ProShares)(UGL)$

09-09

$二倍做多黄金ETF(ProShares)(UGL)$ 我有点不解6月13日为什么会一下跌70%，这不是两倍做多黄金，就算黄金跌也没这样跌过。

09-03

$黄金主连 2512(GCmain)$ A股跌，黄金涨，去4000

09-03

$二倍做多黄金ETF(ProShares)(UGL)$

08-25

$梅西百货(M)$

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4152449096929562","uuid":"4152449096929562","gmtCreate":1689345982512,"gmtModify":1728577967481,"name":"WEIWEI LI","pinyin":"weiweiliweiweili","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","hat":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","hatId":"ca_profile_frame_Mpy1eK","hatName":"","vip":1,"status":2,"fanSize":3,"headSize":50,"tweetSize":302,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":4,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":1,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-1","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"出道虎友","description":"加入老虎社区500天","bigImgUrl":"https://static.tigerbbs.com/0e4d0ca1da0456dc7894c946d44bf9ab","smallImgUrl":"https://static.tigerbbs.com/0f2f65e8ce4cfaae8db2bea9b127f58b","grayImgUrl":"https://static.tigerbbs.com/c5948a31b6edf154422335b265235809","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.11.26","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.25","exceedPercentage":"60.87%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.10.04","exceedPercentage":"80.25%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"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":"2024.05.14","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":"2023.07.19","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.04.23","exceedPercentage":"60.99%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},"individualDisplayBadges":null,"crmLevel":3,"crmLevelSwitch":1,"location":"北京","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":28,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":498537073045760,"gmtCreate":1762735670515,"gmtModify":1762735682362,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI LI","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4152449096929562","idStr":"4152449096929562"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>&nbsp;","text":"$英特尔(INTC)$","images":[{"img":"https://static.tigerbbs.com/83e4c1960e107d0bf0ce0f5bf2437154","width":"910","height":"1459"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/498537073045760","isVote":1,"tweetType":1,"viewCount":520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":497568110489896,"gmtCreate":1762499961365,"gmtModify":1762499963850,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI LI","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4152449096929562","idStr":"4152449096929562"},"themes":[],"title":"","htmlText":"会不会马斯克买了英特尔股票才这样说的[微笑]&nbsp;&nbsp;","listText":"会不会马斯克买了英特尔股票才这样说的[微笑]&nbsp;&nbsp;","text":"会不会马斯克买了英特尔股票才这样说的[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/497568110489896","repostId":"2581028746","repostType":2,"repost":{"id":"2581028746","kind":"news","pubTimestamp":1762479870,"share":"https://www.laohu8.com/m/news/2581028746?lang=&edition=full","pubTime":"2025-11-07 09:44","market":"us","language":"zh","title":"特斯拉将建一座晶圆厂","url":"https://stock-news.laohu8.com/highlight/detail?id=2581028746","media":"半导体行业观察","summary":"然而，马斯克认为，光靠外部供应仍不足以支撑公司AI 与自驾技术长期发展，因此特斯拉“可能”将不得不自行建造一座“超大型晶圆厂”。特斯拉将部分AI5芯片的生产委托给三星晶圆代工，这具有三大关键意义。第二个含义是，在先进半导体竞争激烈的背景下，特斯拉正在抢占先机，确保与三星晶圆代工厂的合作。科技行业猜测，特斯拉将AI5订单分配给台积电和三星的决定可能是一项战略举措，旨在确保三星闲置的晶圆生产线得到充分利用。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO马斯克周四(6 日) 盘后于股东大会上表示，随着自动驾驶与机器人应用快速扩张，特斯拉需要自行建造一座大型晶圆厂，以满足未来庞大的运算需求，并透露公司可能与芯片大厂<a href=\"https://laohu8.com/S/INTC\">英特尔</a>展开合作。消息公布后，英特尔闻讯大涨近4%。</p><p>马斯克指出，特斯拉未来芯片制造将分散于台湾、南韩、亚利桑那州与德州等地，作为全球供应链的一部分。</p><p>然而，马斯克认为，光靠外部供应仍不足以支撑公司AI 与自驾技术长期发展，因此特斯拉“可能”将不得不自行建造一座“超大型晶圆厂”。</p><p>马斯克说，若不如此，将无法取得公司所需的大量芯片供应。他强调：“这件事非做不可。”</p><p>马斯克透露，目前特斯拉正全力投入芯片研发，“你可以看得出来，我现在对芯片片极度着迷。”</p><p>马斯克称，特斯拉目前尚未与任何公司签约，但“大概有必要与英特尔进行讨论”。受此消息激励，英特尔周四盘后一度闻讯大涨近4%。</p><p>马斯克还提及特斯拉与<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的差异。他表示，特斯拉需要大量“成本低、功耗低”的芯片，以支援旗下人形机器人与自驾车的运算需求，意味特斯拉可专注为自家软件量身打造芯片，相比之下，英伟达必须满足“所有过去与未来客户”的需求。</p><p><strong>特斯拉芯片，两巨头分食</strong></p><p>特斯拉首席执行官埃隆·马斯克在当地时间22日举行的公司第三季度财报电话会议上表示：“我想彻底澄清一点：AI5芯片将由<a href=\"https://laohu8.com/S/TSM\">台积电</a>和<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>共同生产。”此前，科技行业普遍认为，特斯拉既然将目前的AI4芯片委托给<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>代工，那么AI5芯片也会交给台积电，而AI6芯片则继续由三星代工。然而，马斯克透露AI5芯片的生产将由三星和台积电共同承担，这意味着三星实际上获得了一笔额外的订单。</p><p>特斯拉将部分AI5芯片的生产委托给三星晶圆代工，这具有三大关键意义。首先，这标志着三星晶圆代工技术的复苏。此前，由于良率低和性能问题，三星晶圆代工一直难以获得客户。三星于2022年开始采用GAA（Gate-All-Around，全方位栅极）工艺技术打造3纳米晶圆代工厂，放弃了原有的FinFET工艺。然而，良率（合格产品的比例）低于预期，量产计划也遭遇延误。甚至连原计划用于三星Galaxy S25的移动应用处理器Exynos 2500，也因良率低导致的供应问题而被<a href=\"https://laohu8.com/S/QCOM\">高通</a>芯片完全取代。客户流失，三星晶圆代工业务陷入困境。一位业内人士评论道：“三星曾凭借市场需求和B2B销售成为全球存储半导体领域的领导者，但在晶圆代工领域，却在交货期限管理和客户关系方面犯了错误。”</p><p>面对危机，三星将重心从追求速度转向巩固技术。它将原计划于2027年实现量产的1.4纳米工艺推迟到2029年，并集中精力提升2纳米工艺的良率。据科技行业人士透露，三星2纳米工艺的良率目前已提升至55%至60%。该公司计划在年底前将良率提升至70%。</p><p>第二个含义是，在先进半导体竞争激烈的背景下，特斯拉正在抢占先机，确保与三星晶圆代工厂的合作。马斯克强调，将AI5芯片的生产分配给三星和台积电，旨在“确保AI5芯片的充足供应”。目前，科技行业正竞相投资人工智能基础设施。在全球范围内，只有台积电、三星和英特尔能够采用3纳米以下的先进工艺生产芯片。考虑到英特尔尚未实现3纳米以下芯片的量产，台积电和三星仍然是企业唯一可靠的供应商。</p><p>科技行业猜测，特斯拉将AI5订单分配给台积电和三星的决定可能是一项战略举措，旨在确保三星闲置的晶圆生产线得到充分利用。台积电订单爆满，难以承接更多客户，而三星的生产线则相对空闲。特斯拉通过优先获得三星的产能，意在掌控AI芯片的供应。马斯克指出：“剩余的AI5芯片可以用于数据中心和其他应用。”</p><p>一些科技行业人士认为，台积电近期提价对三星来说是个好消息。据报道，台积电计划将其2纳米晶圆的生产成本较上一代产品提高约50%。受此影响，高通和联发科等公司正在考虑将三星晶圆代工作为替代方案。一位业内人士表示：“据称高通正在与三星合作测试样品，而三星则积极降价以争取客户，力图扭转颓势。”</p></body></html>","source":"bdthygc","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>特斯拉将建一座晶圆厂</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特斯拉将建一座晶圆厂\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-07 09:44 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/P8q_Jt9Hw9YhPRXhXJrEcA><strong>半导体行业观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉CEO马斯克周四(6 日) 盘后于股东大会上表示，随着自动驾驶与机器人应用快速扩张，特斯拉需要自行建造一座大型晶圆厂，以满足未来庞大的运算需求，并透露公司可能与芯片大厂英特尔展开合作。消息公布后，英特尔闻讯大涨近4%。马斯克指出，特斯拉未来芯片制造将分散于台湾、南韩、亚利桑那州与德州等地，作为全球供应链的一部分。然而，马斯克认为，光靠外部供应仍不足以支撑公司AI 与自驾技术长期发展，因此...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/P8q_Jt9Hw9YhPRXhXJrEcA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8c95dc9b62af63b498dce2238fb18ba3","relate_stocks":{"LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","BK4598":"佩洛西持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","TSLA":"特斯拉","BK4612":"AI芯片","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","BK4550":"红杉资本持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","INTC":"英特尔","BK4588":"碎股","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4551":"寇图资本持仓","BK4574":"无人驾驶","LU0823411888.USD":"法巴消费创新基金 Cap","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","BK4581":"高盛持仓","SG9999015978.USD":"利安颠覆性创新基金A","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","BK4543":"AI","LU0082616367.USD":"摩根大通美国科技A（dist）"},"source_url":"https://mp.weixin.qq.com/s/P8q_Jt9Hw9YhPRXhXJrEcA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2581028746","content_text":"特斯拉CEO马斯克周四(6 日) 盘后于股东大会上表示，随着自动驾驶与机器人应用快速扩张，特斯拉需要自行建造一座大型晶圆厂，以满足未来庞大的运算需求，并透露公司可能与芯片大厂英特尔展开合作。消息公布后，英特尔闻讯大涨近4%。马斯克指出，特斯拉未来芯片制造将分散于台湾、南韩、亚利桑那州与德州等地，作为全球供应链的一部分。然而，马斯克认为，光靠外部供应仍不足以支撑公司AI 与自驾技术长期发展，因此特斯拉“可能”将不得不自行建造一座“超大型晶圆厂”。马斯克说，若不如此，将无法取得公司所需的大量芯片供应。他强调：“这件事非做不可。”马斯克透露，目前特斯拉正全力投入芯片研发，“你可以看得出来，我现在对芯片片极度着迷。”马斯克称，特斯拉目前尚未与任何公司签约，但“大概有必要与英特尔进行讨论”。受此消息激励，英特尔周四盘后一度闻讯大涨近4%。马斯克还提及特斯拉与英伟达的差异。他表示，特斯拉需要大量“成本低、功耗低”的芯片，以支援旗下人形机器人与自驾车的运算需求，意味特斯拉可专注为自家软件量身打造芯片，相比之下，英伟达必须满足“所有过去与未来客户”的需求。特斯拉芯片，两巨头分食特斯拉首席执行官埃隆·马斯克在当地时间22日举行的公司第三季度财报电话会议上表示：“我想彻底澄清一点：AI5芯片将由台积电和三星电子共同生产。”此前，科技行业普遍认为，特斯拉既然将目前的AI4芯片委托给三星代工，那么AI5芯片也会交给台积电，而AI6芯片则继续由三星代工。然而，马斯克透露AI5芯片的生产将由三星和台积电共同承担，这意味着三星实际上获得了一笔额外的订单。特斯拉将部分AI5芯片的生产委托给三星晶圆代工，这具有三大关键意义。首先，这标志着三星晶圆代工技术的复苏。此前，由于良率低和性能问题，三星晶圆代工一直难以获得客户。三星于2022年开始采用GAA（Gate-All-Around，全方位栅极）工艺技术打造3纳米晶圆代工厂，放弃了原有的FinFET工艺。然而，良率（合格产品的比例）低于预期，量产计划也遭遇延误。甚至连原计划用于三星Galaxy S25的移动应用处理器Exynos 2500，也因良率低导致的供应问题而被高通芯片完全取代。客户流失，三星晶圆代工业务陷入困境。一位业内人士评论道：“三星曾凭借市场需求和B2B销售成为全球存储半导体领域的领导者，但在晶圆代工领域，却在交货期限管理和客户关系方面犯了错误。”面对危机，三星将重心从追求速度转向巩固技术。它将原计划于2027年实现量产的1.4纳米工艺推迟到2029年，并集中精力提升2纳米工艺的良率。据科技行业人士透露，三星2纳米工艺的良率目前已提升至55%至60%。该公司计划在年底前将良率提升至70%。第二个含义是，在先进半导体竞争激烈的背景下，特斯拉正在抢占先机，确保与三星晶圆代工厂的合作。马斯克强调，将AI5芯片的生产分配给三星和台积电，旨在“确保AI5芯片的充足供应”。目前，科技行业正竞相投资人工智能基础设施。在全球范围内，只有台积电、三星和英特尔能够采用3纳米以下的先进工艺生产芯片。考虑到英特尔尚未实现3纳米以下芯片的量产，台积电和三星仍然是企业唯一可靠的供应商。科技行业猜测，特斯拉将AI5订单分配给台积电和三星的决定可能是一项战略举措，旨在确保三星闲置的晶圆生产线得到充分利用。台积电订单爆满，难以承接更多客户，而三星的生产线则相对空闲。特斯拉通过优先获得三星的产能，意在掌控AI芯片的供应。马斯克指出：“剩余的AI5芯片可以用于数据中心和其他应用。”一些科技行业人士认为，台积电近期提价对三星来说是个好消息。据报道，台积电计划将其2纳米晶圆的生产成本较上一代产品提高约50%。受此影响，高通和联发科等公司正在考虑将三星晶圆代工作为替代方案。一位业内人士表示：“据称高通正在与三星合作测试样品，而三星则积极降价以争取客户，力图扭转颓势。”","news_type":1,"symbols_score_info":{"INTC":0.9,"TSLA":1.5}},"isVote":1,"tweetType":1,"viewCount":2544,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3563357612600728","idStr":"3563357612600728"},"content":"可能是川普让他这么说的，毕竟政府入股","text":"可能是川普让他这么说的，毕竟政府入股","html":"可能是川普让他这么说的，毕竟政府入股"},{"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI LI","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":3,"crmLevelSwitch":1,"authorIdStr":"4152449096929562","idStr":"4152449096929562"},"content":"今天收盘前都能保持绿的就是好样的了","text":"今天收盘前都能保持绿的就是好样的了","html":"今天收盘前都能保持绿的就是好样的了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497347631054968,"gmtCreate":1762446046120,"gmtModify":1762446047773,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI LI","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4152449096929562","idStr":"4152449096929562"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 其它家都止跌了，就你一个头往下串","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 其它家都止跌了，就你一个头往下串","text":"$英特尔(INTC)$ 其它家都止跌了，就你一个头往下串","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/497347631054968","isVote":1,"tweetType":1,"viewCount":928,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"content":"最贵的一家。 跌50%不应该嘛","text":"最贵的一家。 跌50%不应该嘛","html":"最贵的一家。 跌50%不应该嘛"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":496110725427280,"gmtCreate":1762151696358,"gmtModify":1762151708736,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI LI","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4152449096929562","idStr":"4152449096929562"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>&nbsp;","text":"$英特尔(INTC)$","images":[{"img":"https://static.tigerbbs.com/cad3d78706633629460ebbda3a6a1a7c","width":"910","height":"1459"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/496110725427280","isVote":1,"tweetType":1,"viewCount":484,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":493647616950632,"gmtCreate":1761540731462,"gmtModify":1761540734105,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI LI","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4152449096929562","idStr":"4152449096929562"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>&nbsp;","text":"$英特尔(INTC)$","images":[{"img":"https://static.tigerbbs.com/0cb321fde5c587138f5d3eeaa07820e9","width":"910","height":"1459"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/493647616950632","isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":492741296525664,"gmtCreate":1761319117231,"gmtModify":1761319119088,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI LI","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4152449096929562","idStr":"4152449096929562"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 在过会儿可能都要红了，太惨了","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 在过会儿可能都要红了，太惨了","text":"$英特尔(INTC)$ 在过会儿可能都要红了，太惨了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492741296525664","isVote":1,"tweetType":1,"viewCount":602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":491349519974872,"gmtCreate":1760979431544,"gmtModify":1760979443235,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI LI","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4152449096929562","idStr":"4152449096929562"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>&nbsp;","text":"$英特尔(INTC)$","images":[{"img":"https://static.tigerbbs.com/b3e77fd8d1951bc99678efb29252d9e1","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/491349519974872","isVote":1,"tweetType":1,"viewCount":503,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":489001830760560,"gmtCreate":1760412660834,"gmtModify":1760412663509,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI LI","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4152449096929562","idStr":"4152449096929562"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>&nbsp;","text":"$英特尔(INTC)$","images":[{"img":"https://static.tigerbbs.com/d3fe38e413822c09844a3740b030dc48","width":"910","height":"1459"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489001830760560","isVote":1,"tweetType":1,"viewCount":505,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":486672536216144,"gmtCreate":1759845229363,"gmtModify":1759845232552,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI LI","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4152449096929562","idStr":"4152449096929562"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>&nbsp;","text":"$英特尔(INTC)$","images":[{"img":"https://static.tigerbbs.com/12091522ba7e6f71bd45e465acd4db08","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/486672536216144","isVote":1,"tweetType":1,"viewCount":530,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":485986280665320,"gmtCreate":1759678187527,"gmtModify":1759678190110,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI LI","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4152449096929562","idStr":"4152449096929562"},"themes":[],"htmlText":"整天碰瓷一点自信都没有，做啥高端机","listText":"整天碰瓷一点自信都没有，做啥高端机","text":"整天碰瓷一点自信都没有，做啥高端机","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/485986280665320","isVote":1,"tweetType":1,"viewCount":524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":483760500281376,"gmtCreate":1759134627779,"gmtModify":1759134630108,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI LI","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4152449096929562","idStr":"4152449096929562"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>&nbsp;","text":"$英特尔(INTC)$","images":[{"img":"https://static.tigerbbs.com/0046b01d840a6fb0cd12397956502c11","width":"910","height":"1459"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/483760500281376","isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":481183208583168,"gmtCreate":1758500729571,"gmtModify":1758500732429,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI LI","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4152449096929562","idStr":"4152449096929562"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 时间拿久点看看","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 时间拿久点看看","text":"$英特尔(INTC)$ 时间拿久点看看","images":[{"img":"https://static.tigerbbs.com/2cfdd589566816d07da3ec452216a732","width":"910","height":"1459"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/481183208583168","isVote":1,"tweetType":1,"viewCount":847,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"11107014341500","authorId":"11107014341500","name":"天空使者","avatar":"https://static.tigerbbs.com/c86841c011641e27a5e95607f7abd2c9","crmLevel":9,"crmLevelSwitch":0,"authorIdStr":"11107014341500","idStr":"11107014341500"},"content":"等着个大厂前来开单。台积电现在挺傲 懂王肯定看不顺眼","text":"等着个大厂前来开单。台积电现在挺傲 懂王肯定看不顺眼","html":"等着个大厂前来开单。台积电现在挺傲 懂王肯定看不顺眼"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":480363876356936,"gmtCreate":1758300700125,"gmtModify":1758300702748,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI LI","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4152449096929562","idStr":"4152449096929562"},"themes":[],"htmlText":"我觉得我时间少，不喜欢做短线，更喜欢做波段和长线价值投资。","listText":"我觉得我时间少，不喜欢做短线，更喜欢做波段和长线价值投资。","text":"我觉得我时间少，不喜欢做短线，更喜欢做波段和长线价值投资。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/480363876356936","isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":478960231141584,"gmtCreate":1757952275771,"gmtModify":1757952278408,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI LI","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4152449096929562","idStr":"4152449096929562"},"themes":[],"htmlText":"500USD","listText":"500USD","text":"500USD","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/478960231141584","isVote":1,"tweetType":1,"viewCount":531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":478742988935320,"gmtCreate":1757912613255,"gmtModify":1757912615656,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI LI","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4152449096929562","idStr":"4152449096929562"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UGL\">$二倍做多黄金ETF(ProShares)(UGL)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/UGL\">$二倍做多黄金ETF(ProShares)(UGL)$ </a>&nbsp;","text":"$二倍做多黄金ETF(ProShares)(UGL)$","images":[{"img":"https://static.tigerbbs.com/ecf1c4b66b50e4903fc29132fe29e8a2","width":"910","height":"1459"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/478742988935320","isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":476729411043440,"gmtCreate":1757411037649,"gmtModify":1757411048887,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI LI","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4152449096929562","idStr":"4152449096929562"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UGL\">$二倍做多黄金ETF(ProShares)(UGL)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/UGL\">$二倍做多黄金ETF(ProShares)(UGL)$ </a>&nbsp;","text":"$二倍做多黄金ETF(ProShares)(UGL)$","images":[{"img":"https://static.tigerbbs.com/79fe476404f0c1fc8db30443b5d8a57d","width":"910","height":"1459"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476729411043440","isVote":1,"tweetType":1,"viewCount":694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":476714793001808,"gmtCreate":1757407892704,"gmtModify":1757407904045,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI LI","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4152449096929562","idStr":"4152449096929562"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UGL\">$二倍做多黄金ETF(ProShares)(UGL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 我有点不解6月13日为什么会一下跌70%，这不是两倍做多黄金，就算黄金跌也没这样跌过。","listText":"<a href=\"https://laohu8.com/S/UGL\">$二倍做多黄金ETF(ProShares)(UGL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 我有点不解6月13日为什么会一下跌70%，这不是两倍做多黄金，就算黄金跌也没这样跌过。","text":"$二倍做多黄金ETF(ProShares)(UGL)$ 我有点不解6月13日为什么会一下跌70%，这不是两倍做多黄金，就算黄金跌也没这样跌过。","images":[{"img":"https://static.tigerbbs.com/a2cb0f358cb53b905f516da37cb057cf","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/476714793001808","isVote":1,"tweetType":1,"viewCount":1726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":474660965695536,"gmtCreate":1756905376759,"gmtModify":1756905377775,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI LI","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4152449096929562","idStr":"4152449096929562"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2512(GCmain)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; A股跌，黄金涨，去4000","listText":"<a href=\"https://laohu8.com/FUT/GCmain\">$黄金主连 2512(GCmain)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; A股跌，黄金涨，去4000","text":"$黄金主连 2512(GCmain)$ A股跌，黄金涨，去4000","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474660965695536","isVote":1,"tweetType":1,"viewCount":512,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":474322053951632,"gmtCreate":1756833142957,"gmtModify":1756833154224,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI LI","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4152449096929562","idStr":"4152449096929562"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UGL\">$二倍做多黄金ETF(ProShares)(UGL)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/UGL\">$二倍做多黄金ETF(ProShares)(UGL)$&nbsp;</a>&nbsp;","text":"$二倍做多黄金ETF(ProShares)(UGL)$","images":[{"img":"https://static.tigerbbs.com/ca3f0ce1ced3524cac3520433a75dc4d","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474322053951632","isVote":1,"tweetType":1,"viewCount":667,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":471358457352536,"gmtCreate":1756052072086,"gmtModify":1756052083379,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI LI","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4152449096929562","idStr":"4152449096929562"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/M\">$梅西百货(M)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/M\">$梅西百货(M)$&nbsp;</a>&nbsp;","text":"$梅西百货(M)$","images":[{"img":"https://static.tigerbbs.com/171d432d81303fcc312b6d2febe9d834","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/471358457352536","isVote":1,"tweetType":1,"viewCount":443,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"hots":[{"id":476714793001808,"gmtCreate":1757407892704,"gmtModify":1757407904045,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI LI","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4152449096929562","authorIdStr":"4152449096929562"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UGL\">$二倍做多黄金ETF(ProShares)(UGL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 我有点不解6月13日为什么会一下跌70%，这不是两倍做多黄金，就算黄金跌也没这样跌过。","listText":"<a href=\"https://laohu8.com/S/UGL\">$二倍做多黄金ETF(ProShares)(UGL)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 我有点不解6月13日为什么会一下跌70%，这不是两倍做多黄金，就算黄金跌也没这样跌过。","text":"$二倍做多黄金ETF(ProShares)(UGL)$ 我有点不解6月13日为什么会一下跌70%，这不是两倍做多黄金，就算黄金跌也没这样跌过。","images":[{"img":"https://static.tigerbbs.com/a2cb0f358cb53b905f516da37cb057cf","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/476714793001808","isVote":1,"tweetType":1,"viewCount":1726,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":309327202324664,"gmtCreate":1716546932255,"gmtModify":1716556876552,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI LI","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4152449096929562","authorIdStr":"4152449096929562"},"themes":[],"htmlText":"炒A股炒刚股早上亏、炒美股24小时亏，玩比特币周末也亏。","listText":"炒A股炒刚股早上亏、炒美股24小时亏，玩比特币周末也亏。","text":"炒A股炒刚股早上亏、炒美股24小时亏，玩比特币周末也亏。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/309327202324664","isVote":1,"tweetType":1,"viewCount":3010,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4179894508426342","authorId":"4179894508426342","name":"踏雪无痕ing","avatar":"https://static.tigerbbs.com/19f2d8f4a9edb4ecd59c7a39385b83b9","crmLevel":1,"crmLevelSwitch":0,"idStr":"4179894508426342","authorIdStr":"4179894508426342"},"content":"哈哈，笑死，怪不得美团外卖的电单车都是飞的","text":"哈哈，笑死，怪不得美团外卖的电单车都是飞的","html":"哈哈，笑死，怪不得美团外卖的电单车都是飞的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":327442711642128,"gmtCreate":1720973671601,"gmtModify":1721008259281,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI LI","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4152449096929562","authorIdStr":"4152449096929562"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/4129357041877310\">@狂野大香蕉</a>:我是福州的[开心]//<a href=\"https://laohu8.com/U/4129357041877310\">@狂野大香蕉</a>:福建平潭 怀有童心 保持童真[爱你]","listText":"Replying to <a href=\"https://laohu8.com/U/4129357041877310\">@狂野大香蕉</a>:我是福州的[开心]//<a href=\"https://laohu8.com/U/4129357041877310\">@狂野大香蕉</a>:福建平潭 怀有童心 保持童真[爱你]","text":"Replying to @狂野大香蕉:我是福州的[开心]//@狂野大香蕉:福建平潭 怀有童心 保持童真[爱你]","images":[{"img":"https://static.tigerbbs.com/ccc22e3580c00197948eb7324c9206b3"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/327442711642128","isVote":1,"tweetType":1,"viewCount":1467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":264017883062520,"gmtCreate":1705463366434,"gmtModify":1705470124853,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI LI","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4152449096929562","authorIdStr":"4152449096929562"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BLUE\">$bluebird bio Inc.(BLUE)$&nbsp;</a>我一点也不慌","listText":"<a href=\"https://laohu8.com/S/BLUE\">$bluebird bio Inc.(BLUE)$&nbsp;</a>我一点也不慌","text":"$bluebird bio Inc.(BLUE)$ 我一点也不慌","images":[{"img":"https://static.tigerbbs.com/33dcec71f4ab154cdf56f329aa4d8fec","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/264017883062520","isVote":1,"tweetType":1,"viewCount":1898,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":365936467964224,"gmtCreate":1730381650640,"gmtModify":1730381651892,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI LI","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4152449096929562","authorIdStr":"4152449096929562"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"0\"></v-v> 底下没有线了，你可以向下疯狂输出了","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"0\"></v-v> 底下没有线了，你可以向下疯狂输出了","text":"$英特尔(INTC)$ 底下没有线了，你可以向下疯狂输出了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365936467964224","isVote":1,"tweetType":1,"viewCount":1834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311484601032704,"gmtCreate":1717072198349,"gmtModify":1717072199681,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI LI","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4152449096929562","authorIdStr":"4152449096929562"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02269\">$药明生物(02269)$</a> 十一天下来冇一天系涨嘅","listText":"<a href=\"https://laohu8.com/S/02269\">$药明生物(02269)$</a> 十一天下来冇一天系涨嘅","text":"$药明生物(02269)$ 十一天下来冇一天系涨嘅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311484601032704","isVote":1,"tweetType":1,"viewCount":1290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199581565133032,"gmtCreate":1689749787882,"gmtModify":1689749869521,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI LI","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4152449096929562","authorIdStr":"4152449096929562"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>真的和小鹏没的比","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>真的和小鹏没的比","text":"$蔚来(NIO)$ 真的和小鹏没的比","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/199581565133032","isVote":1,"tweetType":1,"viewCount":3011,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3554171418840432","authorId":"3554171418840432","name":"xsiverson","avatar":"https://static.tigerbbs.com/8065a0b4e6a78462581d1167357b60c6","crmLevel":8,"crmLevelSwitch":0,"idStr":"3554171418840432","authorIdStr":"3554171418840432"},"content":"我没买电车，换电车只有蔚来一个选择，颜值和质感看起来不是一个档次的东西","text":"我没买电车，换电车只有蔚来一个选择，颜值和质感看起来不是一个档次的东西","html":"我没买电车，换电车只有蔚来一个选择，颜值和质感看起来不是一个档次的东西"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":199236848619656,"gmtCreate":1689693211627,"gmtModify":1689693632663,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI LI","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4152449096929562","authorIdStr":"4152449096929562"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WMG\">$华纳音乐(WMG)$&nbsp;</a>利好出尽是利空吗？九涨这么点就准备跑路了","listText":"<a href=\"https://laohu8.com/S/WMG\">$华纳音乐(WMG)$&nbsp;</a>利好出尽是利空吗？九涨这么点就准备跑路了","text":"$华纳音乐(WMG)$ 利好出尽是利空吗？九涨这么点就准备跑路了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/199236848619656","isVote":1,"tweetType":1,"viewCount":2248,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497568110489896,"gmtCreate":1762499961365,"gmtModify":1762499963850,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI LI","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4152449096929562","authorIdStr":"4152449096929562"},"themes":[],"title":"","htmlText":"会不会马斯克买了英特尔股票才这样说的[微笑]&nbsp;&nbsp;","listText":"会不会马斯克买了英特尔股票才这样说的[微笑]&nbsp;&nbsp;","text":"会不会马斯克买了英特尔股票才这样说的[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/497568110489896","repostId":"2581028746","repostType":2,"repost":{"id":"2581028746","kind":"news","pubTimestamp":1762479870,"share":"https://www.laohu8.com/m/news/2581028746?lang=&edition=full","pubTime":"2025-11-07 09:44","market":"us","language":"zh","title":"特斯拉将建一座晶圆厂","url":"https://stock-news.laohu8.com/highlight/detail?id=2581028746","media":"半导体行业观察","summary":"然而，马斯克认为，光靠外部供应仍不足以支撑公司AI 与自驾技术长期发展，因此特斯拉“可能”将不得不自行建造一座“超大型晶圆厂”。特斯拉将部分AI5芯片的生产委托给三星晶圆代工，这具有三大关键意义。第二个含义是，在先进半导体竞争激烈的背景下，特斯拉正在抢占先机，确保与三星晶圆代工厂的合作。科技行业猜测，特斯拉将AI5订单分配给台积电和三星的决定可能是一项战略举措，旨在确保三星闲置的晶圆生产线得到充分利用。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO马斯克周四(6 日) 盘后于股东大会上表示，随着自动驾驶与机器人应用快速扩张，特斯拉需要自行建造一座大型晶圆厂，以满足未来庞大的运算需求，并透露公司可能与芯片大厂<a href=\"https://laohu8.com/S/INTC\">英特尔</a>展开合作。消息公布后，英特尔闻讯大涨近4%。</p><p>马斯克指出，特斯拉未来芯片制造将分散于台湾、南韩、亚利桑那州与德州等地，作为全球供应链的一部分。</p><p>然而，马斯克认为，光靠外部供应仍不足以支撑公司AI 与自驾技术长期发展，因此特斯拉“可能”将不得不自行建造一座“超大型晶圆厂”。</p><p>马斯克说，若不如此，将无法取得公司所需的大量芯片供应。他强调：“这件事非做不可。”</p><p>马斯克透露，目前特斯拉正全力投入芯片研发，“你可以看得出来，我现在对芯片片极度着迷。”</p><p>马斯克称，特斯拉目前尚未与任何公司签约，但“大概有必要与英特尔进行讨论”。受此消息激励，英特尔周四盘后一度闻讯大涨近4%。</p><p>马斯克还提及特斯拉与<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的差异。他表示，特斯拉需要大量“成本低、功耗低”的芯片，以支援旗下人形机器人与自驾车的运算需求，意味特斯拉可专注为自家软件量身打造芯片，相比之下，英伟达必须满足“所有过去与未来客户”的需求。</p><p><strong>特斯拉芯片，两巨头分食</strong></p><p>特斯拉首席执行官埃隆·马斯克在当地时间22日举行的公司第三季度财报电话会议上表示：“我想彻底澄清一点：AI5芯片将由<a href=\"https://laohu8.com/S/TSM\">台积电</a>和<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>共同生产。”此前，科技行业普遍认为，特斯拉既然将目前的AI4芯片委托给<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>代工，那么AI5芯片也会交给台积电，而AI6芯片则继续由三星代工。然而，马斯克透露AI5芯片的生产将由三星和台积电共同承担，这意味着三星实际上获得了一笔额外的订单。</p><p>特斯拉将部分AI5芯片的生产委托给三星晶圆代工，这具有三大关键意义。首先，这标志着三星晶圆代工技术的复苏。此前，由于良率低和性能问题，三星晶圆代工一直难以获得客户。三星于2022年开始采用GAA（Gate-All-Around，全方位栅极）工艺技术打造3纳米晶圆代工厂，放弃了原有的FinFET工艺。然而，良率（合格产品的比例）低于预期，量产计划也遭遇延误。甚至连原计划用于三星Galaxy S25的移动应用处理器Exynos 2500，也因良率低导致的供应问题而被<a href=\"https://laohu8.com/S/QCOM\">高通</a>芯片完全取代。客户流失，三星晶圆代工业务陷入困境。一位业内人士评论道：“三星曾凭借市场需求和B2B销售成为全球存储半导体领域的领导者，但在晶圆代工领域，却在交货期限管理和客户关系方面犯了错误。”</p><p>面对危机，三星将重心从追求速度转向巩固技术。它将原计划于2027年实现量产的1.4纳米工艺推迟到2029年，并集中精力提升2纳米工艺的良率。据科技行业人士透露，三星2纳米工艺的良率目前已提升至55%至60%。该公司计划在年底前将良率提升至70%。</p><p>第二个含义是，在先进半导体竞争激烈的背景下，特斯拉正在抢占先机，确保与三星晶圆代工厂的合作。马斯克强调，将AI5芯片的生产分配给三星和台积电，旨在“确保AI5芯片的充足供应”。目前，科技行业正竞相投资人工智能基础设施。在全球范围内，只有台积电、三星和英特尔能够采用3纳米以下的先进工艺生产芯片。考虑到英特尔尚未实现3纳米以下芯片的量产，台积电和三星仍然是企业唯一可靠的供应商。</p><p>科技行业猜测，特斯拉将AI5订单分配给台积电和三星的决定可能是一项战略举措，旨在确保三星闲置的晶圆生产线得到充分利用。台积电订单爆满，难以承接更多客户，而三星的生产线则相对空闲。特斯拉通过优先获得三星的产能，意在掌控AI芯片的供应。马斯克指出：“剩余的AI5芯片可以用于数据中心和其他应用。”</p><p>一些科技行业人士认为，台积电近期提价对三星来说是个好消息。据报道，台积电计划将其2纳米晶圆的生产成本较上一代产品提高约50%。受此影响，高通和联发科等公司正在考虑将三星晶圆代工作为替代方案。一位业内人士表示：“据称高通正在与三星合作测试样品，而三星则积极降价以争取客户，力图扭转颓势。”</p></body></html>","source":"bdthygc","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>特斯拉将建一座晶圆厂</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特斯拉将建一座晶圆厂\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-07 09:44 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/P8q_Jt9Hw9YhPRXhXJrEcA><strong>半导体行业观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉CEO马斯克周四(6 日) 盘后于股东大会上表示，随着自动驾驶与机器人应用快速扩张，特斯拉需要自行建造一座大型晶圆厂，以满足未来庞大的运算需求，并透露公司可能与芯片大厂英特尔展开合作。消息公布后，英特尔闻讯大涨近4%。马斯克指出，特斯拉未来芯片制造将分散于台湾、南韩、亚利桑那州与德州等地，作为全球供应链的一部分。然而，马斯克认为，光靠外部供应仍不足以支撑公司AI 与自驾技术长期发展，因此...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/P8q_Jt9Hw9YhPRXhXJrEcA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8c95dc9b62af63b498dce2238fb18ba3","relate_stocks":{"LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","BK4598":"佩洛西持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","TSLA":"特斯拉","BK4612":"AI芯片","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","BK4550":"红杉资本持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","INTC":"英特尔","BK4588":"碎股","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4551":"寇图资本持仓","BK4574":"无人驾驶","LU0823411888.USD":"法巴消费创新基金 Cap","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","BK4581":"高盛持仓","SG9999015978.USD":"利安颠覆性创新基金A","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","BK4543":"AI","LU0082616367.USD":"摩根大通美国科技A（dist）"},"source_url":"https://mp.weixin.qq.com/s/P8q_Jt9Hw9YhPRXhXJrEcA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2581028746","content_text":"特斯拉CEO马斯克周四(6 日) 盘后于股东大会上表示，随着自动驾驶与机器人应用快速扩张，特斯拉需要自行建造一座大型晶圆厂，以满足未来庞大的运算需求，并透露公司可能与芯片大厂英特尔展开合作。消息公布后，英特尔闻讯大涨近4%。马斯克指出，特斯拉未来芯片制造将分散于台湾、南韩、亚利桑那州与德州等地，作为全球供应链的一部分。然而，马斯克认为，光靠外部供应仍不足以支撑公司AI 与自驾技术长期发展，因此特斯拉“可能”将不得不自行建造一座“超大型晶圆厂”。马斯克说，若不如此，将无法取得公司所需的大量芯片供应。他强调：“这件事非做不可。”马斯克透露，目前特斯拉正全力投入芯片研发，“你可以看得出来，我现在对芯片片极度着迷。”马斯克称，特斯拉目前尚未与任何公司签约，但“大概有必要与英特尔进行讨论”。受此消息激励，英特尔周四盘后一度闻讯大涨近4%。马斯克还提及特斯拉与英伟达的差异。他表示，特斯拉需要大量“成本低、功耗低”的芯片，以支援旗下人形机器人与自驾车的运算需求，意味特斯拉可专注为自家软件量身打造芯片，相比之下，英伟达必须满足“所有过去与未来客户”的需求。特斯拉芯片，两巨头分食特斯拉首席执行官埃隆·马斯克在当地时间22日举行的公司第三季度财报电话会议上表示：“我想彻底澄清一点：AI5芯片将由台积电和三星电子共同生产。”此前，科技行业普遍认为，特斯拉既然将目前的AI4芯片委托给三星代工，那么AI5芯片也会交给台积电，而AI6芯片则继续由三星代工。然而，马斯克透露AI5芯片的生产将由三星和台积电共同承担，这意味着三星实际上获得了一笔额外的订单。特斯拉将部分AI5芯片的生产委托给三星晶圆代工，这具有三大关键意义。首先，这标志着三星晶圆代工技术的复苏。此前，由于良率低和性能问题，三星晶圆代工一直难以获得客户。三星于2022年开始采用GAA（Gate-All-Around，全方位栅极）工艺技术打造3纳米晶圆代工厂，放弃了原有的FinFET工艺。然而，良率（合格产品的比例）低于预期，量产计划也遭遇延误。甚至连原计划用于三星Galaxy S25的移动应用处理器Exynos 2500，也因良率低导致的供应问题而被高通芯片完全取代。客户流失，三星晶圆代工业务陷入困境。一位业内人士评论道：“三星曾凭借市场需求和B2B销售成为全球存储半导体领域的领导者，但在晶圆代工领域，却在交货期限管理和客户关系方面犯了错误。”面对危机，三星将重心从追求速度转向巩固技术。它将原计划于2027年实现量产的1.4纳米工艺推迟到2029年，并集中精力提升2纳米工艺的良率。据科技行业人士透露，三星2纳米工艺的良率目前已提升至55%至60%。该公司计划在年底前将良率提升至70%。第二个含义是，在先进半导体竞争激烈的背景下，特斯拉正在抢占先机，确保与三星晶圆代工厂的合作。马斯克强调，将AI5芯片的生产分配给三星和台积电，旨在“确保AI5芯片的充足供应”。目前，科技行业正竞相投资人工智能基础设施。在全球范围内，只有台积电、三星和英特尔能够采用3纳米以下的先进工艺生产芯片。考虑到英特尔尚未实现3纳米以下芯片的量产，台积电和三星仍然是企业唯一可靠的供应商。科技行业猜测，特斯拉将AI5订单分配给台积电和三星的决定可能是一项战略举措，旨在确保三星闲置的晶圆生产线得到充分利用。台积电订单爆满，难以承接更多客户，而三星的生产线则相对空闲。特斯拉通过优先获得三星的产能，意在掌控AI芯片的供应。马斯克指出：“剩余的AI5芯片可以用于数据中心和其他应用。”一些科技行业人士认为，台积电近期提价对三星来说是个好消息。据报道，台积电计划将其2纳米晶圆的生产成本较上一代产品提高约50%。受此影响，高通和联发科等公司正在考虑将三星晶圆代工作为替代方案。一位业内人士表示：“据称高通正在与三星合作测试样品，而三星则积极降价以争取客户，力图扭转颓势。”","news_type":1,"symbols_score_info":{"INTC":0.9,"TSLA":1.5}},"isVote":1,"tweetType":1,"viewCount":2544,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0,"idStr":"3563357612600728","authorIdStr":"3563357612600728"},"content":"可能是川普让他这么说的，毕竟政府入股","text":"可能是川普让他这么说的，毕竟政府入股","html":"可能是川普让他这么说的，毕竟政府入股"},{"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI LI","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":3,"crmLevelSwitch":1,"idStr":"4152449096929562","authorIdStr":"4152449096929562"},"content":"今天收盘前都能保持绿的就是好样的了","text":"今天收盘前都能保持绿的就是好样的了","html":"今天收盘前都能保持绿的就是好样的了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442130188026152,"gmtCreate":1748964487617,"gmtModify":1748964488760,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI LI","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4152449096929562","authorIdStr":"4152449096929562"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/GC2508\">$黄金2508(GC2508)$</a> 模拟盘试了下，一盎司跌17元，浮亏1700USD，100倍，保证金6600USD买一手等于100盎司，对吗？我小白","listText":"<a href=\"https://laohu8.com/FUT/GC2508\">$黄金2508(GC2508)$</a> 模拟盘试了下，一盎司跌17元，浮亏1700USD，100倍，保证金6600USD买一手等于100盎司，对吗？我小白","text":"$黄金2508(GC2508)$ 模拟盘试了下，一盎司跌17元，浮亏1700USD，100倍，保证金6600USD买一手等于100盎司，对吗？我小白","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/442130188026152","isVote":1,"tweetType":1,"viewCount":2528,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4118191900217960","authorId":"4118191900217960","name":"雾烟暗遮世外天","avatar":"https://static.tigerbbs.com/59efd3ecaf700ff4aa0be68e0e6118cb","crmLevel":7,"crmLevelSwitch":1,"idStr":"4118191900217960","authorIdStr":"4118191900217960"},"content":"是保持一万五保证金一手，这个保证金会随价格浮动的。波动一块钱对应一百usd","text":"是保持一万五保证金一手，这个保证金会随价格浮动的。波动一块钱对应一百usd","html":"是保持一万五保证金一手，这个保证金会随价格浮动的。波动一块钱对应一百usd"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497347631054968,"gmtCreate":1762446046120,"gmtModify":1762446047773,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI LI","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4152449096929562","authorIdStr":"4152449096929562"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 其它家都止跌了，就你一个头往下串","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 其它家都止跌了，就你一个头往下串","text":"$英特尔(INTC)$ 其它家都止跌了，就你一个头往下串","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/497347631054968","isVote":1,"tweetType":1,"viewCount":928,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":8,"crmLevelSwitch":0,"idStr":"3563140991934227","authorIdStr":"3563140991934227"},"content":"最贵的一家。 跌50%不应该嘛","text":"最贵的一家。 跌50%不应该嘛","html":"最贵的一家。 跌50%不应该嘛"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360634320531696,"gmtCreate":1729070717428,"gmtModify":1729070721466,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI LI","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4152449096929562","authorIdStr":"4152449096929562"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 好险，还好先出来了","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 好险，还好先出来了","text":"$英特尔(INTC)$ 好险，还好先出来了","images":[{"img":"https://static.tigerbbs.com/8faff0e681722654e12b67943a6429b7","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/360634320531696","isVote":1,"tweetType":1,"viewCount":5675,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3475635809205467","authorId":"3475635809205467","name":"哈飞","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"idStr":"3475635809205467","authorIdStr":"3475635809205467"},"content":"没事，拭目以待，玩金融美国有的是办法，中国根本玩不过","text":"没事，拭目以待，玩金融美国有的是办法，中国根本玩不过","html":"没事，拭目以待，玩金融美国有的是办法，中国根本玩不过"},{"author":{"id":"3567731962618217","authorId":"3567731962618217","name":"Liujian","avatar":"https://static.tigerbbs.com/6effa6dc56a9eaf1c098daa878ee6ccf","crmLevel":7,"crmLevelSwitch":1,"idStr":"3567731962618217","authorIdStr":"3567731962618217"},"content":"已经入了，跌了我就买点","text":"已经入了，跌了我就买点","html":"已经入了，跌了我就买点"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":287919367397664,"gmtCreate":1711321838962,"gmtModify":1711330573519,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI LI","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4152449096929562","authorIdStr":"4152449096929562"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎證券(TIGR)$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎證券(TIGR)$</a>&nbsp;","text":"$老虎證券(TIGR)$","images":[{"img":"https://static.tigerbbs.com/910a31d682dd13eebd061b1aaaca59da","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/287919367397664","isVote":1,"tweetType":1,"viewCount":866,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3496822218919837","authorId":"3496822218919837","name":"小小霞","avatar":"https://static.tigerbbs.com/42eb486873dd22d5e4b3b4dffa90b61c","crmLevel":2,"crmLevelSwitch":0,"idStr":"3496822218919837","authorIdStr":"3496822218919837"},"content":"我也是这个点买的","text":"我也是这个点买的","html":"我也是这个点买的"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":208876963074192,"gmtCreate":1692018975819,"gmtModify":1692018976922,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI LI","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4152449096929562","authorIdStr":"4152449096929562"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>天天跌，不带休息的","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$&nbsp;</a>天天跌，不带休息的","text":"$蔚来(NIO)$ 天天跌，不带休息的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/208876963074192","isVote":1,"tweetType":1,"viewCount":2451,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3551689575341521","authorId":"3551689575341521","name":"譚_2889","avatar":"https://static.tigerbbs.com/99c8e5075fa8185b9e4c3a711d966d3b","crmLevel":2,"crmLevelSwitch":0,"idStr":"3551689575341521","authorIdStr":"3551689575341521"},"content":"你觉得太会涨不[开心]","text":"你觉得太会涨不[开心]","html":"你觉得太会涨不[开心]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481183208583168,"gmtCreate":1758500729571,"gmtModify":1758500732429,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI LI","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4152449096929562","authorIdStr":"4152449096929562"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 时间拿久点看看","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 时间拿久点看看","text":"$英特尔(INTC)$ 时间拿久点看看","images":[{"img":"https://static.tigerbbs.com/2cfdd589566816d07da3ec452216a732","width":"910","height":"1459"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/481183208583168","isVote":1,"tweetType":1,"viewCount":847,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"11107014341500","authorId":"11107014341500","name":"天空使者","avatar":"https://static.tigerbbs.com/c86841c011641e27a5e95607f7abd2c9","crmLevel":9,"crmLevelSwitch":0,"idStr":"11107014341500","authorIdStr":"11107014341500"},"content":"等着个大厂前来开单。台积电现在挺傲 懂王肯定看不顺眼","text":"等着个大厂前来开单。台积电现在挺傲 懂王肯定看不顺眼","html":"等着个大厂前来开单。台积电现在挺傲 懂王肯定看不顺眼"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":306161037791296,"gmtCreate":1715780917023,"gmtModify":1715782321988,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI LI","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4152449096929562","authorIdStr":"4152449096929562"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> 我是新手我试了一单期权，想请教各位大神为什么卖Put，股价涨了，一直跌着没涨，是没流动性吗？","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> 我是新手我试了一单期权，想请教各位大神为什么卖Put，股价涨了，一直跌着没涨，是没流动性吗？","text":"$老虎证券(TIGR)$ 我是新手我试了一单期权，想请教各位大神为什么卖Put，股价涨了，一直跌着没涨，是没流动性吗？","images":[{"img":"https://static.tigerbbs.com/724c8f39712138abd4c1c9558427e1cc","width":"1170","height":"2532"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/306161037791296","isVote":1,"tweetType":1,"viewCount":2974,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI LI","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":3,"crmLevelSwitch":1,"idStr":"4152449096929562","authorIdStr":"4152449096929562"},"content":"大楷研究了下，买call卖call股价涨才涨，买put卖put股价跌才涨，但卖put，可以按合约金额买对方股，是这样吗，如果对方行权3元应该是挣的是吗？请老司机指点下","text":"大楷研究了下，买call卖call股价涨才涨，买put卖put股价跌才涨，但卖put，可以按合约金额买对方股，是这样吗，如果对方行权3元应该是挣的是吗？请老司机指点下","html":"大楷研究了下，买call卖call股价涨才涨，买put卖put股价跌才涨，但卖put，可以按合约金额买对方股，是这样吗，如果对方行权3元应该是挣的是吗？请老司机指点下"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":291729825923376,"gmtCreate":1712248990550,"gmtModify":1712248992616,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI LI","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4152449096929562","authorIdStr":"4152449096929562"},"themes":[],"htmlText":"只要国际形势一天没有转变，正常金价都不会回落，要说涨多少不可预估。甚至翻倍。","listText":"只要国际形势一天没有转变，正常金价都不会回落，要说涨多少不可预估。甚至翻倍。","text":"只要国际形势一天没有转变，正常金价都不会回落，要说涨多少不可预估。甚至翻倍。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/291729825923376","isVote":1,"tweetType":1,"viewCount":1256,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3536827594291519","authorId":"3536827594291519","name":"Trao","avatar":"https://static.tigerbbs.com/5cfa9224beb37540d4967ca3d2580785","crmLevel":2,"crmLevelSwitch":0,"idStr":"3536827594291519","authorIdStr":"3536827594291519"},"content":"翻倍也很正常，年内翻倍也很正常","text":"翻倍也很正常，年内翻倍也很正常","html":"翻倍也很正常，年内翻倍也很正常"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288425541407016,"gmtCreate":1711445258155,"gmtModify":1711445259848,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI LI","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4152449096929562","authorIdStr":"4152449096929562"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> 盘前弄的很多人要买似的，盘中就砸","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> 盘前弄的很多人要买似的，盘中就砸","text":"$老虎证券(TIGR)$ 盘前弄的很多人要买似的，盘中就砸","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/288425541407016","isVote":1,"tweetType":1,"viewCount":1502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":412667237847336,"gmtCreate":1741787862436,"gmtModify":1741787863697,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI LI","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4152449096929562","authorIdStr":"4152449096929562"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 就这？","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 就这？","text":"$英特尔(INTC)$ 就这？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/412667237847336","isVote":1,"tweetType":1,"viewCount":1513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":381084469387640,"gmtCreate":1734082297644,"gmtModify":1734082299044,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"WEIWEI LI","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4152449096929562","authorIdStr":"4152449096929562"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BLUE\">$bluebird bio Inc.(BLUE)$&nbsp;</a> 居然开始合股了[喷血]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/BLUE\">$bluebird bio Inc.(BLUE)$&nbsp;</a> 居然开始合股了[喷血]&nbsp;&nbsp;","text":"$bluebird bio Inc.(BLUE)$ 居然开始合股了[喷血]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/381084469387640","isVote":1,"tweetType":1,"viewCount":1839,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3471482714346257","authorId":"3471482714346257","name":"虎哥宙","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3471482714346257","authorIdStr":"3471482714346257"},"content":"难怪报价很高 [生气] [生气] [生气]","text":"难怪报价很高 [生气] [生气] [生气]","html":"难怪报价很高 [生气] [生气] [生气]"},{"author":{"id":"4184396623863662","authorId":"4184396623863662","name":"金小孔","avatar":"https://static.tigerbbs.com/6d9d968dc9c9ca0798e9dcab80869fdd","crmLevel":2,"crmLevelSwitch":0,"idStr":"4184396623863662","authorIdStr":"4184396623863662"},"content":"药物把人给治死了 想涨上去够呛","text":"药物把人给治死了 想涨上去够呛","html":"药物把人给治死了 想涨上去够呛"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}