孤独的丛林虎的个人主页 - 老虎社区

孤独的丛林虎

孤独的丛林虎

心有猛虎，细嗅蔷薇！

IP属地：广东

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孤独的丛林虎

04-14

在美国建厂了，关税对它来说应该是利好！

台积电Q1净利或暴涨54%，关税大棒成最大隐忧

孤独的丛林虎

02-12

我的电脑芯片就是英特尔处理器！

英特尔股价飞升：特朗普亲自为美国芯片制造“开绿灯”

孤独的丛林虎

02-11

英特尔处理器在pc届依然是一哥！[开心]

英特尔跑赢美股科技板块，最新处理器获好评

孤独的丛林虎

2024-12-13

Replying to @幸运的卢克:[笑哭]老虎看了无言以对！哈哈哈//@幸运的卢克:亏最多的是老虎证券 [捂脸]

孤独的丛林虎

2024-12-03

$英特尔(INTC)$ 美国军工股，怕啥，直接梭哈！

孤独的丛林虎

2024-11-23

Replying to @苡琳资本:你是真的皮 [开心]//@苡琳资本:先看看老虎股票有没有暴跌！然后看着亏损的老虎股票发会呆！恍然大悟，去看看社区里谁跌哭了！

孤独的丛林虎

2024-11-08

$特朗普媒体科技集团(DJT)$ 老特，我继续挺你！

孤独的丛林虎

2024-11-07

$特朗普媒体科技集团(DJT)$ 老特加油！

孤独的丛林虎

2024-11-06

$英特尔(INTC)$ 选择英特尔！

孤独的丛林虎

2024-11-02

$英特尔(INTC)$ 老牌就是做老大的！

孤独的丛林虎

2024-10-25

$英特尔(INTC)$ 看好老牌王者归来！

孤独的丛林虎

2024-07-19

$苹果(AAPL)$ 看好苹果！

孤独的丛林虎

2024-07-04

$特斯拉(TSLA)$ [开心]

孤独的丛林虎

2024-07-02

$英特尔(INTC)$ 多多

孤独的丛林虎

2024-06-24

$特斯拉(TSLA)$ 支持马斯克！[开心]

孤独的丛林虎

2023-08-24

$汇丰泰国股票基金AD(LU0210637038.USD)$ 有人买吗？

孤独的丛林虎

2023-08-21

巴菲特也不是100%全对

抱歉，原内容已删除

孤独的丛林虎

2023-07-28

$英特尔(INTC)$ 总股本从哪里看啊？

孤独的丛林虎

2023-07-28

$英特尔(INTC)$ 自己的电脑就是英特尔处理器，看好你！

去老虎APP查看更多动态

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15:14","market":"sh","language":"zh","title":"台积电Q1净利或暴涨54%，关税大棒成最大隐忧","url":"https://stock-news.laohu8.com/highlight/detail?id=2527774529","media":"智通财经","summary":"全球人工智能$$应用高端芯片主要制造商台积电$$即将于周四公布财报，预计第一季度利润将激增54%，但分析师同时预警该公司可能面临美国总统特朗普贸易政策带来的风险。根据来自17位分析师预测的SmartEstimate数据，台积电截至3月31日的季度净利润预计将达到3478亿新台币。上周他声称已警告台积电，若不在美国设厂将面临最高100%的税率。台积电上周公布的第一季度以新台币计营收增速已略超市场预期。","content":"<html><head></head><body><p>全球人工智能<a href=\"https://laohu8.com/S/AI\">$(AI)$</a>应用高端芯片主要制造商台积电<a href=\"https://laohu8.com/S/TSM\">$(TSM)$</a>即将于周四公布财报，预计第一季度利润将激增54%，但分析师同时预警该公司可能面临美国总统特朗普贸易政策带来的风险。</p><p>这家全球最大的芯片代工商——其客户包括苹果<a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>和英伟达<a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>——受益于在线产品AI功能普及化的趋势。但该公司正面临双重挑战：既要应对特朗普进口关税政策的冲击，又需化解其针对中国台湾省芯片产业主导地位的批评。</p><p>根据来自17位分析师预测的SmartEstimate数据，台积电截至3月31日的季度净利润预计将达到3478亿新台币(约合107.4亿美元)。该预测模型更侧重采纳历史预测准确度较高分析师的估值。这一数字较2024年同期的2255亿新台币显著增长。</p><p>尽管台积电宣称主要产能仍将留在台湾省，但其海外建厂计划已投入<a href=\"https://laohu8.com/S/SBAY\">数百亿</a>美元。上月该公司与特朗普在白宫共同宣布追加1000亿美元投资，此前已承诺在亚利桑那州建设的三座晶圆厂投资额为650亿美元。</p><p>但特朗普对台湾省芯片产业的态度呈现矛盾态势：既赞誉有加又威胁加征关税。上周他声称已警告台积电，若不在美国设厂将面临最高100%的税率。上周日更表示目前对中国智能手机和电脑的关税豁免只是暂时措施，誓言将对半导体行业启动国家安全贸易调查。</p><p>SemiAnalysis分析师Sravan Kundojjala表示：“尽管未来五年毛利率可能被压缩2-3个百分点，但台积电很可能会加倍投入海外晶圆厂建设以规避地缘政治风险。此举既能确保获得美国政府政策优待，又可最大限度减轻关税负担。”</p><p>国泰期货分析师Venson Tsai表示，苹果iPhone主要在中国生产的情况构成台积电另一风险点。“如果iPhone卖不出去，那么台积电的芯片也卖不出去。”</p><p>台积电上周公布的第一季度以新台币计营收增速已略超市场预期。在即将举行的财报电话会议上，该公司将公布以美元计营收指引，同时更新本季度及全年展望，包括为提升产能规划的资本支出。</p><p>今年1月的业绩会上，台积电曾预测2024年资本支出将在380亿至420亿美元区间，较上年最高可增长41%。</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\" 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href=http://www.zhitongcaijing.com/content/detail/1278043.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球人工智能$(AI)$应用高端芯片主要制造商台积电$(TSM)$即将于周四公布财报，预计第一季度利润将激增54%，但分析师同时预警该公司可能面临美国总统特朗普贸易政策带来的风险。这家全球最大的芯片代工商——其客户包括苹果$(AAPL)$和英伟达$(NVDA)$——受益于在线产品AI功能普及化的趋势。但该公司正面临双重挑战：既要应对特朗普进口关税政策的冲击，又需化解其针对中国台湾省芯片产业主导地位...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1278043.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/b98f9e740cb6fb06990004c4ea7eae84","relate_stocks":{"TSM":"台积电"},"source_url":"http://www.zhitongcaijing.com/content/detail/1278043.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2527774529","content_text":"全球人工智能$(AI)$应用高端芯片主要制造商台积电$(TSM)$即将于周四公布财报，预计第一季度利润将激增54%，但分析师同时预警该公司可能面临美国总统特朗普贸易政策带来的风险。这家全球最大的芯片代工商——其客户包括苹果$(AAPL)$和英伟达$(NVDA)$——受益于在线产品AI功能普及化的趋势。但该公司正面临双重挑战：既要应对特朗普进口关税政策的冲击，又需化解其针对中国台湾省芯片产业主导地位的批评。根据来自17位分析师预测的SmartEstimate数据，台积电截至3月31日的季度净利润预计将达到3478亿新台币(约合107.4亿美元)。该预测模型更侧重采纳历史预测准确度较高分析师的估值。这一数字较2024年同期的2255亿新台币显著增长。尽管台积电宣称主要产能仍将留在台湾省，但其海外建厂计划已投入数百亿美元。上月该公司与特朗普在白宫共同宣布追加1000亿美元投资，此前已承诺在亚利桑那州建设的三座晶圆厂投资额为650亿美元。但特朗普对台湾省芯片产业的态度呈现矛盾态势：既赞誉有加又威胁加征关税。上周他声称已警告台积电，若不在美国设厂将面临最高100%的税率。上周日更表示目前对中国智能手机和电脑的关税豁免只是暂时措施，誓言将对半导体行业启动国家安全贸易调查。SemiAnalysis分析师Sravan Kundojjala表示：“尽管未来五年毛利率可能被压缩2-3个百分点，但台积电很可能会加倍投入海外晶圆厂建设以规避地缘政治风险。此举既能确保获得美国政府政策优待，又可最大限度减轻关税负担。”国泰期货分析师Venson Tsai表示，苹果iPhone主要在中国生产的情况构成台积电另一风险点。“如果iPhone卖不出去，那么台积电的芯片也卖不出去。”台积电上周公布的第一季度以新台币计营收增速已略超市场预期。在即将举行的财报电话会议上，该公司将公布以美元计营收指引，同时更新本季度及全年展望，包括为提升产能规划的资本支出。今年1月的业绩会上，台积电曾预测2024年资本支出将在380亿至420亿美元区间，较上年最高可增长41%。","news_type":1,"symbols_score_info":{"TSM":1.1}},"isVote":1,"tweetType":1,"viewCount":600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402848559661408,"gmtCreate":1739369904463,"gmtModify":1739369905919,"author":{"id":"4153525671658192","authorId":"4153525671658192","name":"孤独的丛林虎","avatar":"https://static.tigerbbs.com/91d0ea98341a31bdc5aa6b262ab2e9cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4153525671658192","authorIdStr":"4153525671658192"},"themes":[],"htmlText":"我的电脑芯片就是英特尔处理器！","listText":"我的电脑芯片就是英特尔处理器！","text":"我的电脑芯片就是英特尔处理器！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/402848559661408","repostId":"2510440713","repostType":2,"repost":{"id":"2510440713","kind":"highlight","pubTimestamp":1739347888,"share":"https://www.laohu8.com/m/news/2510440713?lang=&edition=full","pubTime":"2025-02-12 16:11","market":"us","language":"zh","title":"英特尔股价飞升：特朗普亲自为美国芯片制造“开绿灯”","url":"https://stock-news.laohu8.com/highlight/detail?id=2510440713","media":"金十数据","summary":"在美国副总统万斯的乐观看法带动下，英特尔股价大幅上涨，显示出美国芯片制造业的复兴潜力。","content":"<html><head></head><body><blockquote><p>在美国副总统万斯的乐观看法带动下，英特尔股价大幅上涨，显示出美国芯片制造业的复兴潜力。</p></blockquote><p>在巴黎举行的人工智能峰会期间，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTC.O)股价周二大幅上涨，原因是副总裁J.D. 万斯对美国半导体制造发表了乐观评论。</p><p>周二下午，英特尔股价上涨了6%。当天早些时候，该股票是标准普尔500指数中表现最好的股票。此外，全球半导体代工厂GlobalFoundries(GFS.O)的股价也上涨了超过6%。该公司是美国本土的芯片制造商，15年前从AMD(AMD.O)分拆出来。</p><p>美国副总统万斯)在巴黎表示：<strong>“为了保护美国的竞争优势，特朗普政府将确保最强大的人工智能系统在美国制造，并使用美国设计和制造的芯片。”</strong></p><p>英特尔是美国最大的半导体制造商，并且正在努力将其业务扩展成为一个大型代工厂，为其他公司制造芯片。根据美国总统乔·拜登签署的《芯片法案》，英特尔获得了大约80亿美元的资金支持。尽管《芯片法案》在特朗普总统领导下的未来仍不明朗，<strong>但万斯的评论预示着更少的监管和对美国制造芯片的类似推动。</strong></p><p>尽管目前英特尔并没有提供主流的人工智能芯片，事实上它已取消了其中一个正在开发的人工智能芯片，但它希望继续为其他公司，尤其是在人工智能领域制造芯片。它目前有一份合同，为<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.O)的AWS云业务制造Tranium芯片，这些芯片用于人工智能。</p><p>Moor Insights &amp; <a href=\"https://laohu8.com/S/MSTR\">Strategy</a>的首席执行官兼首席分析师Patrick Moorhead表示：“我认为英特尔会继续从《芯片法案》中受益，但我对<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.N)不太确定。”他说，台积电目前已成为全球最大的芯片制造商。<strong>“特朗普将施压<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、AMD、<a href=\"https://laohu8.com/S/AVGO\">博通</a>、Marvell、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>和<a href=\"https://laohu8.com/S/QCOM\">高通</a>等公司，让它们与英特尔合作。”</strong></p><p>GlobalFoundries在周二的第四季度财报电话会议上告诉分析师，一些客户开始寻找额外的第二来源制造商，尤其是在特朗普最近一轮关税政策之后。</p><p>GlobalFoundries首席执行官Thomas Caulfield告诉分析师：“我们与他们的对话有点像，‘好吧，我们不一定会坐等观望。’”他说，一些客户认为他们需要开始更加多样化，并具备从不同地区采购的能力。“我认为这只是提高了客户对供应链多样化重要性的重视。”他补充道。</p><p>所有这些美国本土的芯片开发商——包括一些销售人工智能芯片的公司，其中有些芯片在使用上比英特尔的Gaudi芯片更广泛——目前都在使用台积电的制造能力。台积电还在亚利桑那州拥有一座新的制造厂，并在1月初宣布，已开始生产先进的4纳米芯片，这一生产也得到了《芯片法案》的部分资助。</p><p>英特尔方面，仍在寻找新的首席执行官，但万斯的评论表明，特朗普政府可能会成为推动前首席执行官Pat Gelsinger所提出战略的盟友。在Gelsinger任内，他努力争取联邦政府支持美国本土的芯片制造。美国的半导体制造法规使得建设国内芯片厂非常昂贵和耗时，部分原因是与芯片制造相关的环境问题。</p><p>可以推测，投资者将万斯的评论视为特朗普政府可能使像英特尔这样的公司更容易完成国内工厂建设的信号，从而减少繁琐的审批程序。</p></body></html>","source":"xnew_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英特尔股价飞升：特朗普亲自为美国芯片制造“开绿灯”</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英特尔股价飞升：特朗普亲自为美国芯片制造“开绿灯”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-12 16:11 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/webapp/details.html?id=162831&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在美国副总统万斯的乐观看法带动下，英特尔股价大幅上涨，显示出美国芯片制造业的复兴潜力。在巴黎举行的人工智能峰会期间，英特尔(INTC.O)股价周二大幅上涨，原因是副总裁J.D. 万斯对美国半导体制造发表了乐观评论。周二下午，英特尔股价上涨了6%。当天早些时候，该股票是标准普尔500指数中表现最好的股票。此外，全球半导体代工厂GlobalFoundries(GFS.O)的股价也上涨了超过6%。该公司...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=162831&type=news&data_type=0\">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":{},"source_url":"https://xnews.jin10.com/webapp/details.html?id=162831&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2510440713","content_text":"在美国副总统万斯的乐观看法带动下，英特尔股价大幅上涨，显示出美国芯片制造业的复兴潜力。在巴黎举行的人工智能峰会期间，英特尔(INTC.O)股价周二大幅上涨，原因是副总裁J.D. 万斯对美国半导体制造发表了乐观评论。周二下午，英特尔股价上涨了6%。当天早些时候，该股票是标准普尔500指数中表现最好的股票。此外，全球半导体代工厂GlobalFoundries(GFS.O)的股价也上涨了超过6%。该公司是美国本土的芯片制造商，15年前从AMD(AMD.O)分拆出来。美国副总统万斯)在巴黎表示：“为了保护美国的竞争优势，特朗普政府将确保最强大的人工智能系统在美国制造，并使用美国设计和制造的芯片。”英特尔是美国最大的半导体制造商，并且正在努力将其业务扩展成为一个大型代工厂，为其他公司制造芯片。根据美国总统乔·拜登签署的《芯片法案》，英特尔获得了大约80亿美元的资金支持。尽管《芯片法案》在特朗普总统领导下的未来仍不明朗，但万斯的评论预示着更少的监管和对美国制造芯片的类似推动。尽管目前英特尔并没有提供主流的人工智能芯片，事实上它已取消了其中一个正在开发的人工智能芯片，但它希望继续为其他公司，尤其是在人工智能领域制造芯片。它目前有一份合同，为亚马逊(AMZN.O)的AWS云业务制造Tranium芯片，这些芯片用于人工智能。Moor Insights & Strategy的首席执行官兼首席分析师Patrick Moorhead表示：“我认为英特尔会继续从《芯片法案》中受益，但我对台积电(TSM.N)不太确定。”他说，台积电目前已成为全球最大的芯片制造商。“特朗普将施压英伟达、AMD、博通、Marvell、苹果和高通等公司，让它们与英特尔合作。”GlobalFoundries在周二的第四季度财报电话会议上告诉分析师，一些客户开始寻找额外的第二来源制造商，尤其是在特朗普最近一轮关税政策之后。GlobalFoundries首席执行官Thomas Caulfield告诉分析师：“我们与他们的对话有点像，‘好吧，我们不一定会坐等观望。’”他说，一些客户认为他们需要开始更加多样化，并具备从不同地区采购的能力。“我认为这只是提高了客户对供应链多样化重要性的重视。”他补充道。所有这些美国本土的芯片开发商——包括一些销售人工智能芯片的公司，其中有些芯片在使用上比英特尔的Gaudi芯片更广泛——目前都在使用台积电的制造能力。台积电还在亚利桑那州拥有一座新的制造厂，并在1月初宣布，已开始生产先进的4纳米芯片，这一生产也得到了《芯片法案》的部分资助。英特尔方面，仍在寻找新的首席执行官，但万斯的评论表明，特朗普政府可能会成为推动前首席执行官Pat Gelsinger所提出战略的盟友。在Gelsinger任内，他努力争取联邦政府支持美国本土的芯片制造。美国的半导体制造法规使得建设国内芯片厂非常昂贵和耗时，部分原因是与芯片制造相关的环境问题。可以推测，投资者将万斯的评论视为特朗普政府可能使像英特尔这样的公司更容易完成国内工厂建设的信号，从而减少繁琐的审批程序。","news_type":1,"symbols_score_info":{"INTC":1}},"isVote":1,"tweetType":1,"viewCount":648,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4179029080477772","authorId":"4179029080477772","name":"屎星人","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"idStr":"4179029080477772","authorIdStr":"4179029080477772"},"content":"你说的每个字我都认识，但连起来却看不懂","text":"你说的每个字我都认识，但连起来却看不懂","html":"你说的每个字我都认识，但连起来却看不懂"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402517828260184,"gmtCreate":1739289060216,"gmtModify":1739289062590,"author":{"id":"4153525671658192","authorId":"4153525671658192","name":"孤独的丛林虎","avatar":"https://static.tigerbbs.com/91d0ea98341a31bdc5aa6b262ab2e9cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4153525671658192","authorIdStr":"4153525671658192"},"themes":[],"htmlText":"英特尔处理器在pc届依然是一哥！[开心]&nbsp;&nbsp;","listText":"英特尔处理器在pc届依然是一哥！[开心]&nbsp;&nbsp;","text":"英特尔处理器在pc届依然是一哥！[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402517828260184","repostId":"2510849092","repostType":2,"repost":{"id":"2510849092","kind":"news","pubTimestamp":1739286945,"share":"https://www.laohu8.com/m/news/2510849092?lang=&edition=full","pubTime":"2025-02-11 23:15","market":"us","language":"zh","title":"英特尔跑赢美股科技板块，最新处理器获好评","url":"https://stock-news.laohu8.com/highlight/detail?id=2510849092","media":"智通财经","summary":"智通财经APP获悉，周一，英特尔收涨3.51%，表现优于美股大盘及科技板块，原因是评测者称赞其最新处理器英特尔酷睿Ultra 9 275HX。据悉，计算机硬件基准测试软件PassMark日前更新了跑分榜，英特尔酷睿Ultra 9 275HX成功登顶，超越AMD锐龙 9 7945HX3D，成为目前综合性能最强的笔记本处理器。此前有报道称，竞争对手正在考虑竞购英特尔的部分或全部股权。","content":"<html><head></head><body><p>2月11日，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>盘中涨幅扩大至10%，表现优于美股大盘及科技板块，原因是评测者称赞其最新处理器英特尔酷睿Ultra 9 275HX。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8f0d9ea5befd5db4d1844546620a3ef\" tg-width=\"560\" tg-height=\"240\"/></p><p>据悉，计算机硬件基准测试软件PassMark日前更新了跑分榜，英特尔酷睿Ultra 9 275HX成功登顶，超越AMD锐龙 9 7945HX3D，成为目前综合性能最强的笔记本处理器。</p><p>此外，包括PCWorld和TomsHardware在内的许多评测者都提到了英特尔酷睿Ultra 9 275HX的性能以及对笔记本电脑电池寿命的提升。</p><p>英特尔上个月公布的2024年第四季度业绩超出了市场预期，似乎显示出该公司在2024年实施的大规模重组计划取得了积极成果。</p><p>财报显示，英特尔Q4营收同比下降7%至142.6亿美元，为连续第三个季度下降，但好于市场预期的138.1亿美元;净亏损为1.3亿美元，上年同期净利润为26.7亿美元;调整后的每股收益为0.13美元，好于市场预期的0.12美元。</p><p>尽管第四季度营收、盈利好于预期，但英特尔给出的业绩指引表明，该公司未来的道路仍然充满挑战。</p><p>英特尔预计，2025年第一季度营收将在117亿美元至127亿美元之间，预测区间中值低于市场预期的128.5亿美元;预计剔除部分项目后的利润将达到盈亏平衡，而市场预计每股收益为0.08美元。</p><p>英特尔疲弱的业绩指引也让华尔街分析师们选择保持观望，等待其进一步的复苏迹象。英特尔将于4月29日在加州圣何塞举办Foundry Direct Connect活动，以分享代工厂战略、工艺技术以及先进封装和测试能力的细节。</p><p>与此同时，投资者和分析师都在等待英特尔新的首席执行官的任命。这位新的首席执行官将决定这家公司的未来，并面对包括分拆在内的各种选项。此前有报道称，竞争对手正在考虑竞购英特尔的部分或全部股权。</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\" 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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英特尔跑赢美股科技板块，最新处理器获好评\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-11 23:15 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1248133.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月11日，英特尔盘中涨幅扩大至10%，表现优于美股大盘及科技板块，原因是评测者称赞其最新处理器英特尔酷睿Ultra 9 275HX。据悉，计算机硬件基准测试软件PassMark日前更新了跑分榜，英特尔酷睿Ultra 9 275HX成功登顶，超越AMD锐龙 9 7945HX3D，成为目前综合性能最强的笔记本处理器。此外，包括PCWorld和TomsHardware在内的许多评测者都提到了英特尔酷睿...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1248133.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/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1248133.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2510849092","content_text":"2月11日，英特尔盘中涨幅扩大至10%，表现优于美股大盘及科技板块，原因是评测者称赞其最新处理器英特尔酷睿Ultra 9 275HX。据悉，计算机硬件基准测试软件PassMark日前更新了跑分榜，英特尔酷睿Ultra 9 275HX成功登顶，超越AMD锐龙 9 7945HX3D，成为目前综合性能最强的笔记本处理器。此外，包括PCWorld和TomsHardware在内的许多评测者都提到了英特尔酷睿Ultra 9 275HX的性能以及对笔记本电脑电池寿命的提升。英特尔上个月公布的2024年第四季度业绩超出了市场预期，似乎显示出该公司在2024年实施的大规模重组计划取得了积极成果。财报显示，英特尔Q4营收同比下降7%至142.6亿美元，为连续第三个季度下降，但好于市场预期的138.1亿美元;净亏损为1.3亿美元，上年同期净利润为26.7亿美元;调整后的每股收益为0.13美元，好于市场预期的0.12美元。尽管第四季度营收、盈利好于预期，但英特尔给出的业绩指引表明，该公司未来的道路仍然充满挑战。英特尔预计，2025年第一季度营收将在117亿美元至127亿美元之间，预测区间中值低于市场预期的128.5亿美元;预计剔除部分项目后的利润将达到盈亏平衡，而市场预计每股收益为0.08美元。英特尔疲弱的业绩指引也让华尔街分析师们选择保持观望，等待其进一步的复苏迹象。英特尔将于4月29日在加州圣何塞举办Foundry Direct 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16:11","market":"us","language":"zh","title":"英特尔股价飞升：特朗普亲自为美国芯片制造“开绿灯”","url":"https://stock-news.laohu8.com/highlight/detail?id=2510440713","media":"金十数据","summary":"在美国副总统万斯的乐观看法带动下，英特尔股价大幅上涨，显示出美国芯片制造业的复兴潜力。","content":"<html><head></head><body><blockquote><p>在美国副总统万斯的乐观看法带动下，英特尔股价大幅上涨，显示出美国芯片制造业的复兴潜力。</p></blockquote><p>在巴黎举行的人工智能峰会期间，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTC.O)股价周二大幅上涨，原因是副总裁J.D. 万斯对美国半导体制造发表了乐观评论。</p><p>周二下午，英特尔股价上涨了6%。当天早些时候，该股票是标准普尔500指数中表现最好的股票。此外，全球半导体代工厂GlobalFoundries(GFS.O)的股价也上涨了超过6%。该公司是美国本土的芯片制造商，15年前从AMD(AMD.O)分拆出来。</p><p>美国副总统万斯)在巴黎表示：<strong>“为了保护美国的竞争优势，特朗普政府将确保最强大的人工智能系统在美国制造，并使用美国设计和制造的芯片。”</strong></p><p>英特尔是美国最大的半导体制造商，并且正在努力将其业务扩展成为一个大型代工厂，为其他公司制造芯片。根据美国总统乔·拜登签署的《芯片法案》，英特尔获得了大约80亿美元的资金支持。尽管《芯片法案》在特朗普总统领导下的未来仍不明朗，<strong>但万斯的评论预示着更少的监管和对美国制造芯片的类似推动。</strong></p><p>尽管目前英特尔并没有提供主流的人工智能芯片，事实上它已取消了其中一个正在开发的人工智能芯片，但它希望继续为其他公司，尤其是在人工智能领域制造芯片。它目前有一份合同，为<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.O)的AWS云业务制造Tranium芯片，这些芯片用于人工智能。</p><p>Moor Insights &amp; <a href=\"https://laohu8.com/S/MSTR\">Strategy</a>的首席执行官兼首席分析师Patrick Moorhead表示：“我认为英特尔会继续从《芯片法案》中受益，但我对<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.N)不太确定。”他说，台积电目前已成为全球最大的芯片制造商。<strong>“特朗普将施压<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、AMD、<a href=\"https://laohu8.com/S/AVGO\">博通</a>、Marvell、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>和<a href=\"https://laohu8.com/S/QCOM\">高通</a>等公司，让它们与英特尔合作。”</strong></p><p>GlobalFoundries在周二的第四季度财报电话会议上告诉分析师，一些客户开始寻找额外的第二来源制造商，尤其是在特朗普最近一轮关税政策之后。</p><p>GlobalFoundries首席执行官Thomas Caulfield告诉分析师：“我们与他们的对话有点像，‘好吧，我们不一定会坐等观望。’”他说，一些客户认为他们需要开始更加多样化，并具备从不同地区采购的能力。“我认为这只是提高了客户对供应链多样化重要性的重视。”他补充道。</p><p>所有这些美国本土的芯片开发商——包括一些销售人工智能芯片的公司，其中有些芯片在使用上比英特尔的Gaudi芯片更广泛——目前都在使用台积电的制造能力。台积电还在亚利桑那州拥有一座新的制造厂，并在1月初宣布，已开始生产先进的4纳米芯片，这一生产也得到了《芯片法案》的部分资助。</p><p>英特尔方面，仍在寻找新的首席执行官，但万斯的评论表明，特朗普政府可能会成为推动前首席执行官Pat Gelsinger所提出战略的盟友。在Gelsinger任内，他努力争取联邦政府支持美国本土的芯片制造。美国的半导体制造法规使得建设国内芯片厂非常昂贵和耗时，部分原因是与芯片制造相关的环境问题。</p><p>可以推测，投资者将万斯的评论视为特朗普政府可能使像英特尔这样的公司更容易完成国内工厂建设的信号，从而减少繁琐的审批程序。</p></body></html>","source":"xnew_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英特尔股价飞升：特朗普亲自为美国芯片制造“开绿灯”</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英特尔股价飞升：特朗普亲自为美国芯片制造“开绿灯”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-12 16:11 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/webapp/details.html?id=162831&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在美国副总统万斯的乐观看法带动下，英特尔股价大幅上涨，显示出美国芯片制造业的复兴潜力。在巴黎举行的人工智能峰会期间，英特尔(INTC.O)股价周二大幅上涨，原因是副总裁J.D. 万斯对美国半导体制造发表了乐观评论。周二下午，英特尔股价上涨了6%。当天早些时候，该股票是标准普尔500指数中表现最好的股票。此外，全球半导体代工厂GlobalFoundries(GFS.O)的股价也上涨了超过6%。该公司...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=162831&type=news&data_type=0\">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":{},"source_url":"https://xnews.jin10.com/webapp/details.html?id=162831&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2510440713","content_text":"在美国副总统万斯的乐观看法带动下，英特尔股价大幅上涨，显示出美国芯片制造业的复兴潜力。在巴黎举行的人工智能峰会期间，英特尔(INTC.O)股价周二大幅上涨，原因是副总裁J.D. 万斯对美国半导体制造发表了乐观评论。周二下午，英特尔股价上涨了6%。当天早些时候，该股票是标准普尔500指数中表现最好的股票。此外，全球半导体代工厂GlobalFoundries(GFS.O)的股价也上涨了超过6%。该公司是美国本土的芯片制造商，15年前从AMD(AMD.O)分拆出来。美国副总统万斯)在巴黎表示：“为了保护美国的竞争优势，特朗普政府将确保最强大的人工智能系统在美国制造，并使用美国设计和制造的芯片。”英特尔是美国最大的半导体制造商，并且正在努力将其业务扩展成为一个大型代工厂，为其他公司制造芯片。根据美国总统乔·拜登签署的《芯片法案》，英特尔获得了大约80亿美元的资金支持。尽管《芯片法案》在特朗普总统领导下的未来仍不明朗，但万斯的评论预示着更少的监管和对美国制造芯片的类似推动。尽管目前英特尔并没有提供主流的人工智能芯片，事实上它已取消了其中一个正在开发的人工智能芯片，但它希望继续为其他公司，尤其是在人工智能领域制造芯片。它目前有一份合同，为亚马逊(AMZN.O)的AWS云业务制造Tranium芯片，这些芯片用于人工智能。Moor Insights & Strategy的首席执行官兼首席分析师Patrick Moorhead表示：“我认为英特尔会继续从《芯片法案》中受益，但我对台积电(TSM.N)不太确定。”他说，台积电目前已成为全球最大的芯片制造商。“特朗普将施压英伟达、AMD、博通、Marvell、苹果和高通等公司，让它们与英特尔合作。”GlobalFoundries在周二的第四季度财报电话会议上告诉分析师，一些客户开始寻找额外的第二来源制造商，尤其是在特朗普最近一轮关税政策之后。GlobalFoundries首席执行官Thomas Caulfield告诉分析师：“我们与他们的对话有点像，‘好吧，我们不一定会坐等观望。’”他说，一些客户认为他们需要开始更加多样化，并具备从不同地区采购的能力。“我认为这只是提高了客户对供应链多样化重要性的重视。”他补充道。所有这些美国本土的芯片开发商——包括一些销售人工智能芯片的公司，其中有些芯片在使用上比英特尔的Gaudi芯片更广泛——目前都在使用台积电的制造能力。台积电还在亚利桑那州拥有一座新的制造厂，并在1月初宣布，已开始生产先进的4纳米芯片，这一生产也得到了《芯片法案》的部分资助。英特尔方面，仍在寻找新的首席执行官，但万斯的评论表明，特朗普政府可能会成为推动前首席执行官Pat Gelsinger所提出战略的盟友。在Gelsinger任内，他努力争取联邦政府支持美国本土的芯片制造。美国的半导体制造法规使得建设国内芯片厂非常昂贵和耗时，部分原因是与芯片制造相关的环境问题。可以推测，投资者将万斯的评论视为特朗普政府可能使像英特尔这样的公司更容易完成国内工厂建设的信号，从而减少繁琐的审批程序。","news_type":1,"symbols_score_info":{"INTC":1}},"isVote":1,"tweetType":1,"viewCount":648,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4179029080477772","authorId":"4179029080477772","name":"屎星人","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"4179029080477772","idStr":"4179029080477772"},"content":"你说的每个字我都认识，但连起来却看不懂","text":"你说的每个字我都认识，但连起来却看不懂","html":"你说的每个字我都认识，但连起来却看不懂"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":424466051957000,"gmtCreate":1744638878824,"gmtModify":1744639151879,"author":{"id":"4153525671658192","authorId":"4153525671658192","name":"孤独的丛林虎","avatar":"https://static.tigerbbs.com/91d0ea98341a31bdc5aa6b262ab2e9cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4153525671658192","idStr":"4153525671658192"},"themes":[],"htmlText":"在美国建厂了，关税对它来说应该是利好！","listText":"在美国建厂了，关税对它来说应该是利好！","text":"在美国建厂了，关税对它来说应该是利好！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/424466051957000","repostId":"2527774529","repostType":2,"repost":{"id":"2527774529","kind":"news","pubTimestamp":1744614843,"share":"https://www.laohu8.com/m/news/2527774529?lang=&edition=full","pubTime":"2025-04-14 15:14","market":"sh","language":"zh","title":"台积电Q1净利或暴涨54%，关税大棒成最大隐忧","url":"https://stock-news.laohu8.com/highlight/detail?id=2527774529","media":"智通财经","summary":"全球人工智能$$应用高端芯片主要制造商台积电$$即将于周四公布财报，预计第一季度利润将激增54%，但分析师同时预警该公司可能面临美国总统特朗普贸易政策带来的风险。根据来自17位分析师预测的SmartEstimate数据，台积电截至3月31日的季度净利润预计将达到3478亿新台币。上周他声称已警告台积电，若不在美国设厂将面临最高100%的税率。台积电上周公布的第一季度以新台币计营收增速已略超市场预期。","content":"<html><head></head><body><p>全球人工智能<a href=\"https://laohu8.com/S/AI\">$(AI)$</a>应用高端芯片主要制造商台积电<a href=\"https://laohu8.com/S/TSM\">$(TSM)$</a>即将于周四公布财报，预计第一季度利润将激增54%，但分析师同时预警该公司可能面临美国总统特朗普贸易政策带来的风险。</p><p>这家全球最大的芯片代工商——其客户包括苹果<a href=\"https://laohu8.com/S/AAPL\">$(AAPL)$</a>和英伟达<a href=\"https://laohu8.com/S/NVDA\">$(NVDA)$</a>——受益于在线产品AI功能普及化的趋势。但该公司正面临双重挑战：既要应对特朗普进口关税政策的冲击，又需化解其针对中国台湾省芯片产业主导地位的批评。</p><p>根据来自17位分析师预测的SmartEstimate数据，台积电截至3月31日的季度净利润预计将达到3478亿新台币(约合107.4亿美元)。该预测模型更侧重采纳历史预测准确度较高分析师的估值。这一数字较2024年同期的2255亿新台币显著增长。</p><p>尽管台积电宣称主要产能仍将留在台湾省，但其海外建厂计划已投入<a href=\"https://laohu8.com/S/SBAY\">数百亿</a>美元。上月该公司与特朗普在白宫共同宣布追加1000亿美元投资，此前已承诺在亚利桑那州建设的三座晶圆厂投资额为650亿美元。</p><p>但特朗普对台湾省芯片产业的态度呈现矛盾态势：既赞誉有加又威胁加征关税。上周他声称已警告台积电，若不在美国设厂将面临最高100%的税率。上周日更表示目前对中国智能手机和电脑的关税豁免只是暂时措施，誓言将对半导体行业启动国家安全贸易调查。</p><p>SemiAnalysis分析师Sravan Kundojjala表示：“尽管未来五年毛利率可能被压缩2-3个百分点，但台积电很可能会加倍投入海外晶圆厂建设以规避地缘政治风险。此举既能确保获得美国政府政策优待，又可最大限度减轻关税负担。”</p><p>国泰期货分析师Venson Tsai表示，苹果iPhone主要在中国生产的情况构成台积电另一风险点。“如果iPhone卖不出去，那么台积电的芯片也卖不出去。”</p><p>台积电上周公布的第一季度以新台币计营收增速已略超市场预期。在即将举行的财报电话会议上，该公司将公布以美元计营收指引，同时更新本季度及全年展望，包括为提升产能规划的资本支出。</p><p>今年1月的业绩会上，台积电曾预测2024年资本支出将在380亿至420亿美元区间，较上年最高可增长41%。</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>台积电Q1净利或暴涨54%，关税大棒成最大隐忧</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; 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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台积电Q1净利或暴涨54%，关税大棒成最大隐忧\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-14 15:14 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1278043.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球人工智能$(AI)$应用高端芯片主要制造商台积电$(TSM)$即将于周四公布财报，预计第一季度利润将激增54%，但分析师同时预警该公司可能面临美国总统特朗普贸易政策带来的风险。这家全球最大的芯片代工商——其客户包括苹果$(AAPL)$和英伟达$(NVDA)$——受益于在线产品AI功能普及化的趋势。但该公司正面临双重挑战：既要应对特朗普进口关税政策的冲击，又需化解其针对中国台湾省芯片产业主导地位...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1278043.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/b98f9e740cb6fb06990004c4ea7eae84","relate_stocks":{"TSM":"台积电"},"source_url":"http://www.zhitongcaijing.com/content/detail/1278043.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2527774529","content_text":"全球人工智能$(AI)$应用高端芯片主要制造商台积电$(TSM)$即将于周四公布财报，预计第一季度利润将激增54%，但分析师同时预警该公司可能面临美国总统特朗普贸易政策带来的风险。这家全球最大的芯片代工商——其客户包括苹果$(AAPL)$和英伟达$(NVDA)$——受益于在线产品AI功能普及化的趋势。但该公司正面临双重挑战：既要应对特朗普进口关税政策的冲击，又需化解其针对中国台湾省芯片产业主导地位的批评。根据来自17位分析师预测的SmartEstimate数据，台积电截至3月31日的季度净利润预计将达到3478亿新台币(约合107.4亿美元)。该预测模型更侧重采纳历史预测准确度较高分析师的估值。这一数字较2024年同期的2255亿新台币显著增长。尽管台积电宣称主要产能仍将留在台湾省，但其海外建厂计划已投入数百亿美元。上月该公司与特朗普在白宫共同宣布追加1000亿美元投资，此前已承诺在亚利桑那州建设的三座晶圆厂投资额为650亿美元。但特朗普对台湾省芯片产业的态度呈现矛盾态势：既赞誉有加又威胁加征关税。上周他声称已警告台积电，若不在美国设厂将面临最高100%的税率。上周日更表示目前对中国智能手机和电脑的关税豁免只是暂时措施，誓言将对半导体行业启动国家安全贸易调查。SemiAnalysis分析师Sravan Kundojjala表示：“尽管未来五年毛利率可能被压缩2-3个百分点，但台积电很可能会加倍投入海外晶圆厂建设以规避地缘政治风险。此举既能确保获得美国政府政策优待，又可最大限度减轻关税负担。”国泰期货分析师Venson Tsai表示，苹果iPhone主要在中国生产的情况构成台积电另一风险点。“如果iPhone卖不出去，那么台积电的芯片也卖不出去。”台积电上周公布的第一季度以新台币计营收增速已略超市场预期。在即将举行的财报电话会议上，该公司将公布以美元计营收指引，同时更新本季度及全年展望，包括为提升产能规划的资本支出。今年1月的业绩会上，台积电曾预测2024年资本支出将在380亿至420亿美元区间，较上年最高可增长41%。","news_type":1,"symbols_score_info":{"TSM":1.1}},"isVote":1,"tweetType":1,"viewCount":600,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368431709192608,"gmtCreate":1730990629945,"gmtModify":1730990631181,"author":{"id":"4153525671658192","authorId":"4153525671658192","name":"孤独的丛林虎","avatar":"https://static.tigerbbs.com/91d0ea98341a31bdc5aa6b262ab2e9cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4153525671658192","idStr":"4153525671658192"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DJT\">$特朗普媒体科技集团(DJT)$&nbsp;</a><v-v data-views=\"1\"></v-v> 老特加油！","listText":"<a href=\"https://laohu8.com/S/DJT\">$特朗普媒体科技集团(DJT)$&nbsp;</a><v-v data-views=\"1\"></v-v> 老特加油！","text":"$特朗普媒体科技集团(DJT)$ 老特加油！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368431709192608","isVote":1,"tweetType":1,"viewCount":989,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367876289073280,"gmtCreate":1730854047537,"gmtModify":1730854048847,"author":{"id":"4153525671658192","authorId":"4153525671658192","name":"孤独的丛林虎","avatar":"https://static.tigerbbs.com/91d0ea98341a31bdc5aa6b262ab2e9cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4153525671658192","idStr":"4153525671658192"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v> 选择英特尔！","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v> 选择英特尔！","text":"$英特尔(INTC)$ 选择英特尔！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367876289073280","isVote":1,"tweetType":1,"viewCount":1182,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":366504711798888,"gmtCreate":1730504935854,"gmtModify":1730504937473,"author":{"id":"4153525671658192","authorId":"4153525671658192","name":"孤独的丛林虎","avatar":"https://static.tigerbbs.com/91d0ea98341a31bdc5aa6b262ab2e9cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4153525671658192","idStr":"4153525671658192"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v>老牌就是做老大的！","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v>老牌就是做老大的！","text":"$英特尔(INTC)$ 老牌就是做老大的！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366504711798888","isVote":1,"tweetType":1,"viewCount":1319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402517828260184,"gmtCreate":1739289060216,"gmtModify":1739289062590,"author":{"id":"4153525671658192","authorId":"4153525671658192","name":"孤独的丛林虎","avatar":"https://static.tigerbbs.com/91d0ea98341a31bdc5aa6b262ab2e9cf","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4153525671658192","idStr":"4153525671658192"},"themes":[],"htmlText":"英特尔处理器在pc届依然是一哥！[开心]&nbsp;&nbsp;","listText":"英特尔处理器在pc届依然是一哥！[开心]&nbsp;&nbsp;","text":"英特尔处理器在pc届依然是一哥！[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402517828260184","repostId":"2510849092","repostType":2,"repost":{"id":"2510849092","kind":"news","pubTimestamp":1739286945,"share":"https://www.laohu8.com/m/news/2510849092?lang=&edition=full","pubTime":"2025-02-11 23:15","market":"us","language":"zh","title":"英特尔跑赢美股科技板块，最新处理器获好评","url":"https://stock-news.laohu8.com/highlight/detail?id=2510849092","media":"智通财经","summary":"智通财经APP获悉，周一，英特尔收涨3.51%，表现优于美股大盘及科技板块，原因是评测者称赞其最新处理器英特尔酷睿Ultra 9 275HX。据悉，计算机硬件基准测试软件PassMark日前更新了跑分榜，英特尔酷睿Ultra 9 275HX成功登顶，超越AMD锐龙 9 7945HX3D，成为目前综合性能最强的笔记本处理器。此前有报道称，竞争对手正在考虑竞购英特尔的部分或全部股权。","content":"<html><head></head><body><p>2月11日，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>盘中涨幅扩大至10%，表现优于美股大盘及科技板块，原因是评测者称赞其最新处理器英特尔酷睿Ultra 9 275HX。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8f0d9ea5befd5db4d1844546620a3ef\" tg-width=\"560\" tg-height=\"240\"/></p><p>据悉，计算机硬件基准测试软件PassMark日前更新了跑分榜，英特尔酷睿Ultra 9 275HX成功登顶，超越AMD锐龙 9 7945HX3D，成为目前综合性能最强的笔记本处理器。</p><p>此外，包括PCWorld和TomsHardware在内的许多评测者都提到了英特尔酷睿Ultra 9 275HX的性能以及对笔记本电脑电池寿命的提升。</p><p>英特尔上个月公布的2024年第四季度业绩超出了市场预期，似乎显示出该公司在2024年实施的大规模重组计划取得了积极成果。</p><p>财报显示，英特尔Q4营收同比下降7%至142.6亿美元，为连续第三个季度下降，但好于市场预期的138.1亿美元;净亏损为1.3亿美元，上年同期净利润为26.7亿美元;调整后的每股收益为0.13美元，好于市场预期的0.12美元。</p><p>尽管第四季度营收、盈利好于预期，但英特尔给出的业绩指引表明，该公司未来的道路仍然充满挑战。</p><p>英特尔预计，2025年第一季度营收将在117亿美元至127亿美元之间，预测区间中值低于市场预期的128.5亿美元;预计剔除部分项目后的利润将达到盈亏平衡，而市场预计每股收益为0.08美元。</p><p>英特尔疲弱的业绩指引也让华尔街分析师们选择保持观望，等待其进一步的复苏迹象。英特尔将于4月29日在加州圣何塞举办Foundry Direct Connect活动，以分享代工厂战略、工艺技术以及先进封装和测试能力的细节。</p><p>与此同时，投资者和分析师都在等待英特尔新的首席执行官的任命。这位新的首席执行官将决定这家公司的未来，并面对包括分拆在内的各种选项。此前有报道称，竞争对手正在考虑竞购英特尔的部分或全部股权。</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\" 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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英特尔跑赢美股科技板块，最新处理器获好评\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-11 23:15 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1248133.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月11日，英特尔盘中涨幅扩大至10%，表现优于美股大盘及科技板块，原因是评测者称赞其最新处理器英特尔酷睿Ultra 9 275HX。据悉，计算机硬件基准测试软件PassMark日前更新了跑分榜，英特尔酷睿Ultra 9 275HX成功登顶，超越AMD锐龙 9 7945HX3D，成为目前综合性能最强的笔记本处理器。此外，包括PCWorld和TomsHardware在内的许多评测者都提到了英特尔酷睿...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1248133.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/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1248133.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2510849092","content_text":"2月11日，英特尔盘中涨幅扩大至10%，表现优于美股大盘及科技板块，原因是评测者称赞其最新处理器英特尔酷睿Ultra 9 275HX。据悉，计算机硬件基准测试软件PassMark日前更新了跑分榜，英特尔酷睿Ultra 9 275HX成功登顶，超越AMD锐龙 9 7945HX3D，成为目前综合性能最强的笔记本处理器。此外，包括PCWorld和TomsHardware在内的许多评测者都提到了英特尔酷睿Ultra 9 275HX的性能以及对笔记本电脑电池寿命的提升。英特尔上个月公布的2024年第四季度业绩超出了市场预期，似乎显示出该公司在2024年实施的大规模重组计划取得了积极成果。财报显示，英特尔Q4营收同比下降7%至142.6亿美元，为连续第三个季度下降，但好于市场预期的138.1亿美元;净亏损为1.3亿美元，上年同期净利润为26.7亿美元;调整后的每股收益为0.13美元，好于市场预期的0.12美元。尽管第四季度营收、盈利好于预期，但英特尔给出的业绩指引表明，该公司未来的道路仍然充满挑战。英特尔预计，2025年第一季度营收将在117亿美元至127亿美元之间，预测区间中值低于市场预期的128.5亿美元;预计剔除部分项目后的利润将达到盈亏平衡，而市场预计每股收益为0.08美元。英特尔疲弱的业绩指引也让华尔街分析师们选择保持观望，等待其进一步的复苏迹象。英特尔将于4月29日在加州圣何塞举办Foundry Direct 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