万花筒.的个人主页 - 老虎社区

万花筒.

万花筒.

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IP属地：北京

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2024-10-03

$融创中国(01918)$ 做做中国资产

03-04

$特斯拉(TSLA)$ 熔断

2024-09-30

$贝壳(BEKE)$ 除了主业以外，贝壳还有三个非常性感的增长点： 1、家装业务。家装是个非标的业务，贝壳正在把它进行标准化，一旦做成了，利润体量上有望再造一个贝壳。上周公司内部已经进行了人事调度，过去主要做存量房，明年开始和新房合作，3月以后有很大增量。 2、省心租。贝壳跟踪产业搬迁的能力非常强，省心租房源增速很高。 3、地产一旦边际好转，贝壳随时自己下场拿地。他有全国最牛逼的地产数据库，对地块roi的判断一定是国内最顶级的。同时他账上大几百亿现金，没有任何历史包袱，想抄底时就抄底。

03-04

$纳斯达克(.IXIC)$ 熔断哦

03-04

$英伟达(NVDA)$ 熔断

2024-10-03

$三倍做多富时中国ETF-Direxion(YINN)$ 全球资本只剩华山一条路

2024-07-12

$特斯拉(TSLA)$ 用脚投票？推迟发布又不是不发布！一度怀疑是中国股民抛售！

2024-06-03

$伯克希尔(BRK.A)$ 芒格醒了

2024-10-17

‌$阿斯麦(ASML)$ ‌一个地球龙头，这样跌，你是真的牛逼

2024-10-03

$中信证券(06030)$ 金融强国

2024-09-28

$特斯拉(TSLA)$ 冲300

2024-07-18

利好

台积电Q2营收6735.1亿新台币，同比增长40.1%

03-04

$标普500(.SPX)$ 熔断哦

01-14

$特斯拉(TSLA)$

01-14

$特斯拉(TSLA)$

2024-10-03

$特斯拉(TSLA)$ 全球资本只剩华山一条路

2024-10-03

$英伟达(NVDA)$ 全球资本只剩华山一条路

2024-10-03

$英伟达(NVDA)$ 最多祖国

2024-10-03

$三倍做多富时中国ETF-Direxion(YINN)$ 做多祖国

2024-07-20

$CrowdStrike Holdings, Inc.(CRWD)$ 没想到你稍微出手，就能让全世界大脑宕机，无量空处🫰

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3、地产一旦边际好转，贝壳随时自己下场拿地。他有全国最牛逼的地产数据库，对地块roi的判断一定是国内最顶级的。同时他账上大几百亿现金，没有任何历史包袱，想抄底时就抄底。","listText":"<a href=\"https://laohu8.com/S/BEKE\">$贝壳(BEKE)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 除了主业以外，贝壳还有三个非常性感的增长点： 1、家装业务。家装是个非标的业务，贝壳正在把它进行标准化，一旦做成了，利润体量上有望再造一个贝壳。上周公司内部已经进行了人事调度，过去主要做存量房，明年开始和新房合作，3月以后有很大增量。 2、省心租。贝壳跟踪产业搬迁的能力非常强，省心租房源增速很高。 3、地产一旦边际好转，贝壳随时自己下场拿地。他有全国最牛逼的地产数据库，对地块roi的判断一定是国内最顶级的。同时他账上大几百亿现金，没有任何历史包袱，想抄底时就抄底。","text":"$贝壳(BEKE)$ 除了主业以外，贝壳还有三个非常性感的增长点： 1、家装业务。家装是个非标的业务，贝壳正在把它进行标准化，一旦做成了，利润体量上有望再造一个贝壳。上周公司内部已经进行了人事调度，过去主要做存量房，明年开始和新房合作，3月以后有很大增量。 2、省心租。贝壳跟踪产业搬迁的能力非常强，省心租房源增速很高。 3、地产一旦边际好转，贝壳随时自己下场拿地。他有全国最牛逼的地产数据库，对地块roi的判断一定是国内最顶级的。同时他账上大几百亿现金，没有任何历史包袱，想抄底时就抄底。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/354916860145808","isVote":1,"tweetType":1,"viewCount":10059,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":354041832087792,"gmtCreate":1727453258131,"gmtModify":1727453259579,"author":{"id":"4179755280319592","authorId":"4179755280319592","name":"万花筒.","avatar":"https://static.tigerbbs.com/e3cddc2b535162ece0735b814a1d5234","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4179755280319592","authorIdStr":"4179755280319592"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 冲300","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 冲300","text":"$特斯拉(TSLA)$ 冲300","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/354041832087792","isVote":1,"tweetType":1,"viewCount":890,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":329220849996064,"gmtCreate":1721406667807,"gmtModify":1721406669278,"author":{"id":"4179755280319592","authorId":"4179755280319592","name":"万花筒.","avatar":"https://static.tigerbbs.com/e3cddc2b535162ece0735b814a1d5234","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4179755280319592","authorIdStr":"4179755280319592"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a> &nbsp;没想到你稍微出手，就能让全世界大脑宕机，无量空处🫰","listText":"<a href=\"https://laohu8.com/S/CRWD\">$CrowdStrike Holdings, Inc.(CRWD)$</a> &nbsp;没想到你稍微出手，就能让全世界大脑宕机，无量空处🫰","text":"$CrowdStrike Holdings, Inc.(CRWD)$ 没想到你稍微出手，就能让全世界大脑宕机，无量空处🫰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329220849996064","isVote":1,"tweetType":1,"viewCount":1903,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328879757606944,"gmtCreate":1721317397752,"gmtModify":1721317597590,"author":{"id":"4179755280319592","authorId":"4179755280319592","name":"万花筒.","avatar":"https://static.tigerbbs.com/e3cddc2b535162ece0735b814a1d5234","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4179755280319592","authorIdStr":"4179755280319592"},"themes":[],"htmlText":"市值 低估了 该强势大涨了","listText":"市值 低估了 该强势大涨了","text":"市值 低估了 该强势大涨了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328879757606944","repostId":"2452537485","repostType":2,"repost":{"id":"2452537485","kind":"news","pubTimestamp":1721317200,"share":"https://www.laohu8.com/m/news/2452537485?lang=&edition=full","pubTime":"2024-07-18 23:40","market":"us","language":"zh","title":"56岁的英特尔，变了！两大新宏图徐徐展开","url":"https://stock-news.laohu8.com/highlight/detail?id=2452537485","media":"快科技","summary":"今天，我们聊一聊成立56周年的英特尔。同时，英特尔一方面引入外部工艺，一方面开放对外代工，成立了全球首个系统级代工服务以适应AI新时代，正陆续赢得客户订单。几十年来，英特尔参与、领先了数百个标准机构和行业组织，牵头制定了深深变革、影响整个行业和我们日常生活的大量技术标准。最终，英特尔探索出了一条属于自己的新路，2021年提出了IDM 2.0战略。","content":"<html><head></head><body><p>今天，我们聊一聊成立56周年的英特尔。</p><p style=\"text-align: start;\"><strong>1968年7月18日，英特尔在硅谷诞生。将近一个甲子的岁月中，可以说硅谷成就了英特尔，英特尔也成就了硅谷。</strong></p><p style=\"text-align: start;\">没有一个行业和领域一成不变，也没有一家企业能一成不变。新世纪中，新形势下，英特尔也面临着风云巨变，也曾起起伏伏，但是从未停止在不断的摸索中求新。</p><p style=\"text-align: start;\">IDM 2.0的战略转型，AI新时代的布局，莫不如此。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a2d169c365c90bb85beaca6f9eced506\" alt=\"\" title=\"\" tg-width=\"600\" tg-height=\"400\"/></p><p style=\"text-align: start;\"><strong>一、历史：英特尔＝PC</strong></p><p style=\"text-align: start;\">英特尔对整个PC 产业影响广泛、深远。</p><p style=\"text-align: start;\">尤其是在x86处理器领域，全球第一款商用微处理器4004就出自英特尔之手，那可是1971年的事情，彼时英特尔成立才刚刚3年。</p><p style=\"text-align: start;\">从此，英特尔处理器就与PC行业牢牢绑定，386、奔腾、赛扬、酷睿都已成为PC处理器的代名词，“i3默秒全”的神话更是堪称空前绝后，令人津津乐道。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/22d97ee3730c8d99e054f4370174780e\" alt=\"\" title=\"\" tg-width=\"451\" tg-height=\"449\"/></p><p style=\"text-align: start;\"><strong>进入新时代，在激烈的行业竞争之下，英特尔更是从制程工艺、核心架构两个层面，前所未有地激进突破。</strong></p><p style=\"text-align: start;\">制程工艺方面，英特尔提出了“<strong>四年五个制程节点</strong>”的雄伟规划，历史上绝无先例，而且进展十分顺利：Intel 7、Intel 4均已大规模量产出货，Intel 3、Intel 20A今年陆续投产应用，Intel 18A即将到来，后续还有更先进的Intel 14A等等。</p><p style=\"text-align: start;\">同时，英特尔一方面引入外部工艺，一方面开放对外代工，成立了全球首个系统级代工服务以适应AI新时代，正陆续赢得客户订单。</p><p style=\"text-align: start;\">核心架构方面，英特尔从12代酷睿起引入了<strong>异构混合架构</strong>，灵活适应不同应用场景；全新的酷睿Ultra开始又引入了<strong>分离式架构</strong>，芯片设计更为灵活；新一代至强6则兵分两路，能效核、性能核双管齐下。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b23ef7c0959b608bb6b4ab97d5bfd829\" alt=\"\" title=\"\" tg-width=\"600\" tg-height=\"360\"/></p><p style=\"text-align: start;\">当然，PC不仅仅是一颗处理器，还有各种配件、各种技术，历史上到处都可以看到英特尔的影子。</p><p style=\"text-align: start;\"><strong>几十年来，英特尔参与、领先了数百个标准机构和行业组织，牵头制定了深深变革、影响整个行业和我们日常生活的大量技术标准。</strong></p><p style=\"text-align: start;\">大家耳熟能详的例子随手就是一大把，USB接口、Wi-Fi无线网络、ATX主板和电源、AGP/PCI/PCIe传输总线、AC97音频、SSE/AVX指令集、UEFI BIOS、雷电接口……数不胜数。</p><p style=\"text-align: start;\"><strong>在此基础上，英特尔的另一大贡献就是对于PC尤其是笔记本形态的创新引领，几乎每一次变革都与英特尔息息相关，最高光时刻当属迅驰，真正开启了笔记本与Wi-Fi无线的全民普及。</strong></p><p style=\"text-align: start;\">UMPC便携本、Ultrabook超极本、CULV轻薄本、Netbook上网本、设计本，还有Evo认证，以及当下大火的AI PC，每一次都推动着笔记本的变革，不然我们也不可能如此方便地随时随地娱乐、办公、创作。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eb724dbcca4c0af41e0836d5bf0cce8d\" alt=\"\" title=\"\" tg-width=\"600\" tg-height=\"400\"/></p><p style=\"text-align: start;\"><strong>二、转型：坚持走一条艰难但正确的路</strong></p><p style=\"text-align: start;\">不管一个企业多么强大，世界总是在风云变幻，墨守成规者只有一个结局，那就是被淘汰，而不想被时代的浪潮卷走，也只有一条出路，那就是不断地转型跟上。</p><p style=\"text-align: start;\">说起来，大家都默认英特尔是一家处理器芯片公司，但事实上，英特尔成立之初的主营业务是SRAM、DRAM存储芯片。</p><p style=\"text-align: start;\">即便1971年就造出了第一颗微处理器，但一直到20世纪90年代之前的二十多年时间里，英特尔的核心业务都是存储！</p><p style=\"text-align: start;\"><strong>上世纪80年代对于英特尔至关重要，正是在那段时间里，英特尔果断抓住了PC崛起的机遇，大力发展处理器业务，一举奠定江湖地位，堪称企业转型的教科书式典范。</strong></p><p style=\"text-align: start;\">如今，处理器依然是PC的基石，但时代已经变了，PC需要不同的芯片，各行各业都需要不同的芯片，甚至芯片制造本身也与以往截然不同。</p><p style=\"text-align: start;\">当英特尔制造业务面临困境的时候，很多投资者、从业者、媒体甚至普通用户都建议，英特尔应该果断拆分独立晶圆厂，变成一家纯粹的芯片设计企业，轻装上阵。</p><p style=\"text-align: start;\"><strong>这似乎是非常符合逻辑也是唯一的出路，而且已有不少先例，但是对英特尔来说，直接卖掉晶圆厂固然可以，让财务报表更好看，但也会永远失去核心竞争力，无法完全将命运掌握在自己手中。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9961009aa08aff751792bbae8aae081c\" alt=\"\" title=\"\" tg-width=\"600\" tg-height=\"336\"/></p><p style=\"text-align: start;\">最终，英特尔探索出了一条属于自己的新路，<strong>2021年提出了IDM 2.0战略。</strong></p><p style=\"text-align: start;\">相比于垂直整合芯片设计与制造的IDM 1.0，新战略“三管齐下”：</p><p style=\"text-align: start;\">一是扩展内部制造能力，保持半导体制造能力的领先地位，“四年五个制程节点”就是其中关键的一环；</p><p style=\"text-align: start;\">二是引入第三方晶圆厂，更灵活地将部分产品改为外包生产，酷睿Ultra等处理器、Arc锐炫显卡等产品已经成功应用；</p><p style=\"text-align: start;\">三是成立英特尔代工，以行业标准为英特尔产品、外部客户提供全方位的代工服务，Intel 18A节点就已经陆续赢得了客户。</p><p style=\"text-align: start;\"><strong>如此复杂的多重转型战略，乍一看就是在给自己“找麻烦”，既需要砸下大量的真金白银长期投资，影响利润，也需要快速向业界证明自己的能力，但对英特尔而言，这是一座必须征服的高峰，攀登确实很痛苦，而一旦踏上山巅，就可以真正一览众山小，真正开辟康庄大道，真正掌握自己的未来。</strong></p><p style=\"text-align: start;\">这份勇气，不是谁都有的。</p><p style=\"text-align: start;\">过往三年的事实上也证明，英特尔正走在正确的路上，各项承诺都在有序兑现，质疑声音慢慢平息，英特尔自己的信心也大大增强。</p><p style=\"text-align: start;\"><strong>三、AI：为千行百业提供全套服务 AI PC引领第三次变革</strong></p><p style=\"text-align: start;\">刚才说到AI，随着大模型的出现，随着生成式AI的落地普及，如今几乎所有科技、互联网公司都在投入AI，“All in AI”的呼声此起彼伏，英特尔自然也在积极投身这股浪潮。</p><p style=\"text-align: start;\">但是，有着近70年发展史的AI并不是一时兴起就能功成名就的，需要实力，需要眼光，也需要个性和差异化。</p><p style=\"text-align: start;\"><strong>面对这股AI浪潮，英特尔给自己的定位很明确，那就是为千行百业的AI应用落地，提供最匹配需求的定制化服务方案。</strong></p><p style=\"text-align: start;\">事实上，英特尔一直认为数字化、智能化是行业未来，很早就在布局AI，因此有着全栈式的AI平台、开放多元的软件工具，可以为客户的 AI部署提供丰富的选择性、良好的性价比、开放的生态系统，真正让AI无处不在。</p><p style=\"text-align: start;\"><strong>在算力基础设施方面，英特尔是极少数能提供全栈式、软硬一体、云边端一体AI方案的领头羊之一，还首推面向AI时代的系统级代工，并在自身生产经营中积极践行AI。</strong></p><p style=\"text-align: start;\">比如四五代至强集成独立AI加速器，迄今仍是唯一敢于在MLPer性能测试中亮剑且成绩优秀的通用CPU处理器。</p><p style=\"text-align: start;\">比如全新至强6，首次能效核、性能核双剑齐发，可以更有针对性地满足数据中心大规模AI部署。</p><p style=\"text-align: start;\">比如酷睿Ultra处理器，代表着英特尔微处理器历史上的最大变革，更是开创了AI PC的新时代，即将推出的Lunar Lake、Arrow Lake更是会将AI PC迅速推向一个小高潮，预计到2025年已有1亿台PC具备AI特性。</p><p style=\"text-align: start;\"><strong>AI PC也堪称多媒体PC、互联网PC之后，英特尔引领的PC史上的第三次重大变革。</strong></p><p style=\"text-align: start;\">而凭借无与伦比的行业号召力，英特尔在AI PC应用生态上的努力和贡献更是有目共睹，通过AI PC加速计划、AI PC开发者计划、AI PC创新应用大赛等一系列举措，让AI PC没有停留在概念上，而是迅速落地生活、工作、行业的各个角落，真正改变人们的日常。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3eff18c48940e24bb5a39a2eb5c56614\" alt=\"\" title=\"\" tg-width=\"600\" tg-height=\"346\"/></p><p style=\"text-align: start;\">值得一提的是，在新能源汽车蓬勃发展的眼下，英特尔同样在积极投入贡献自己的力量，<strong>全新的智能座舱整车平台方案、AI增强型软件定义汽车SoC芯片，可以帮助客户探索智能汽车新体验</strong>。</p><p style=\"text-align: start;\">比如极氪汽车，去年4月就与英特尔签署深入合作协议，今年初成为第一家采纳英特尔软件定义汽车SoC的整车客户，将AIGC体验带入下一代新能源汽车。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/73ac5731256fe67a650aa7509e4b0c78\" alt=\"\" title=\"\" tg-width=\"600\" tg-height=\"341\"/></p><p style=\"text-align: start;\"><strong>结语</strong></p><p style=\"text-align: start;\">半个多世纪来，英特尔创造了无数辉煌时刻，但无论多么辉煌，都已经属于历史。</p><p style=\"text-align: start;\">在新时代的风口浪尖上，哪怕是英特尔这样的顶尖龙头企业，也面临着随时被超越、被淘汰的危机。唯一的出路，就是紧跟形势，随时转型，不断创新突破自我。</p><p style=\"text-align: start;\">我们不能说英特尔做得多完美，但如此体量之下，英特尔展现出了无比的勇气和毅力，也为行业树立了榜样。IDM 2.0战略坚决执行，AI布局迅速展开，都是最好的例子。</p><p style=\"text-align: start;\">或许，这才是“百年企业”才应该有的样子。</p></body></html>","source":"kkj","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>56岁的英特尔，变了！两大新宏图徐徐展开</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n56岁的英特尔，变了！两大新宏图徐徐展开\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-18 23:40 北京时间&nbsp;&nbsp;&nbsp;<a href=https://news.mydrivers.com/1/992/992200.htm><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今天，我们聊一聊成立56周年的英特尔。1968年7月18日，英特尔在硅谷诞生。将近一个甲子的岁月中，可以说硅谷成就了英特尔，英特尔也成就了硅谷。没有一个行业和领域一成不变，也没有一家企业能一成不变。新世纪中，新形势下，英特尔也面临着风云巨变，也曾起起伏伏，但是从未停止在不断的摸索中求新。IDM 2.0的战略转型，AI新时代的布局，莫不如此。一、历史：英特尔＝PC英特尔对整个PC 产业影响广泛、深远...</p>\n\n<a href=\"https://news.mydrivers.com/1/992/992200.htm\">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://news.mydrivers.com/1/992/992200.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2452537485","content_text":"今天，我们聊一聊成立56周年的英特尔。1968年7月18日，英特尔在硅谷诞生。将近一个甲子的岁月中，可以说硅谷成就了英特尔，英特尔也成就了硅谷。没有一个行业和领域一成不变，也没有一家企业能一成不变。新世纪中，新形势下，英特尔也面临着风云巨变，也曾起起伏伏，但是从未停止在不断的摸索中求新。IDM 2.0的战略转型，AI新时代的布局，莫不如此。一、历史：英特尔＝PC英特尔对整个PC 产业影响广泛、深远。尤其是在x86处理器领域，全球第一款商用微处理器4004就出自英特尔之手，那可是1971年的事情，彼时英特尔成立才刚刚3年。从此，英特尔处理器就与PC行业牢牢绑定，386、奔腾、赛扬、酷睿都已成为PC处理器的代名词，“i3默秒全”的神话更是堪称空前绝后，令人津津乐道。进入新时代，在激烈的行业竞争之下，英特尔更是从制程工艺、核心架构两个层面，前所未有地激进突破。制程工艺方面，英特尔提出了“四年五个制程节点”的雄伟规划，历史上绝无先例，而且进展十分顺利：Intel 7、Intel 4均已大规模量产出货，Intel 3、Intel 20A今年陆续投产应用，Intel 18A即将到来，后续还有更先进的Intel 14A等等。同时，英特尔一方面引入外部工艺，一方面开放对外代工，成立了全球首个系统级代工服务以适应AI新时代，正陆续赢得客户订单。核心架构方面，英特尔从12代酷睿起引入了异构混合架构，灵活适应不同应用场景；全新的酷睿Ultra开始又引入了分离式架构，芯片设计更为灵活；新一代至强6则兵分两路，能效核、性能核双管齐下。当然，PC不仅仅是一颗处理器，还有各种配件、各种技术，历史上到处都可以看到英特尔的影子。几十年来，英特尔参与、领先了数百个标准机构和行业组织，牵头制定了深深变革、影响整个行业和我们日常生活的大量技术标准。大家耳熟能详的例子随手就是一大把，USB接口、Wi-Fi无线网络、ATX主板和电源、AGP/PCI/PCIe传输总线、AC97音频、SSE/AVX指令集、UEFI BIOS、雷电接口……数不胜数。在此基础上，英特尔的另一大贡献就是对于PC尤其是笔记本形态的创新引领，几乎每一次变革都与英特尔息息相关，最高光时刻当属迅驰，真正开启了笔记本与Wi-Fi无线的全民普及。UMPC便携本、Ultrabook超极本、CULV轻薄本、Netbook上网本、设计本，还有Evo认证，以及当下大火的AI PC，每一次都推动着笔记本的变革，不然我们也不可能如此方便地随时随地娱乐、办公、创作。二、转型：坚持走一条艰难但正确的路不管一个企业多么强大，世界总是在风云变幻，墨守成规者只有一个结局，那就是被淘汰，而不想被时代的浪潮卷走，也只有一条出路，那就是不断地转型跟上。说起来，大家都默认英特尔是一家处理器芯片公司，但事实上，英特尔成立之初的主营业务是SRAM、DRAM存储芯片。即便1971年就造出了第一颗微处理器，但一直到20世纪90年代之前的二十多年时间里，英特尔的核心业务都是存储！上世纪80年代对于英特尔至关重要，正是在那段时间里，英特尔果断抓住了PC崛起的机遇，大力发展处理器业务，一举奠定江湖地位，堪称企业转型的教科书式典范。如今，处理器依然是PC的基石，但时代已经变了，PC需要不同的芯片，各行各业都需要不同的芯片，甚至芯片制造本身也与以往截然不同。当英特尔制造业务面临困境的时候，很多投资者、从业者、媒体甚至普通用户都建议，英特尔应该果断拆分独立晶圆厂，变成一家纯粹的芯片设计企业，轻装上阵。这似乎是非常符合逻辑也是唯一的出路，而且已有不少先例，但是对英特尔来说，直接卖掉晶圆厂固然可以，让财务报表更好看，但也会永远失去核心竞争力，无法完全将命运掌握在自己手中。最终，英特尔探索出了一条属于自己的新路，2021年提出了IDM 2.0战略。相比于垂直整合芯片设计与制造的IDM 1.0，新战略“三管齐下”：一是扩展内部制造能力，保持半导体制造能力的领先地位，“四年五个制程节点”就是其中关键的一环；二是引入第三方晶圆厂，更灵活地将部分产品改为外包生产，酷睿Ultra等处理器、Arc锐炫显卡等产品已经成功应用；三是成立英特尔代工，以行业标准为英特尔产品、外部客户提供全方位的代工服务，Intel 18A节点就已经陆续赢得了客户。如此复杂的多重转型战略，乍一看就是在给自己“找麻烦”，既需要砸下大量的真金白银长期投资，影响利润，也需要快速向业界证明自己的能力，但对英特尔而言，这是一座必须征服的高峰，攀登确实很痛苦，而一旦踏上山巅，就可以真正一览众山小，真正开辟康庄大道，真正掌握自己的未来。这份勇气，不是谁都有的。过往三年的事实上也证明，英特尔正走在正确的路上，各项承诺都在有序兑现，质疑声音慢慢平息，英特尔自己的信心也大大增强。三、AI：为千行百业提供全套服务 AI PC引领第三次变革刚才说到AI，随着大模型的出现，随着生成式AI的落地普及，如今几乎所有科技、互联网公司都在投入AI，“All in AI”的呼声此起彼伏，英特尔自然也在积极投身这股浪潮。但是，有着近70年发展史的AI并不是一时兴起就能功成名就的，需要实力，需要眼光，也需要个性和差异化。面对这股AI浪潮，英特尔给自己的定位很明确，那就是为千行百业的AI应用落地，提供最匹配需求的定制化服务方案。事实上，英特尔一直认为数字化、智能化是行业未来，很早就在布局AI，因此有着全栈式的AI平台、开放多元的软件工具，可以为客户的 AI部署提供丰富的选择性、良好的性价比、开放的生态系统，真正让AI无处不在。在算力基础设施方面，英特尔是极少数能提供全栈式、软硬一体、云边端一体AI方案的领头羊之一，还首推面向AI时代的系统级代工，并在自身生产经营中积极践行AI。比如四五代至强集成独立AI加速器，迄今仍是唯一敢于在MLPer性能测试中亮剑且成绩优秀的通用CPU处理器。比如全新至强6，首次能效核、性能核双剑齐发，可以更有针对性地满足数据中心大规模AI部署。比如酷睿Ultra处理器，代表着英特尔微处理器历史上的最大变革，更是开创了AI PC的新时代，即将推出的Lunar Lake、Arrow Lake更是会将AI PC迅速推向一个小高潮，预计到2025年已有1亿台PC具备AI特性。AI PC也堪称多媒体PC、互联网PC之后，英特尔引领的PC史上的第三次重大变革。而凭借无与伦比的行业号召力，英特尔在AI PC应用生态上的努力和贡献更是有目共睹，通过AI PC加速计划、AI PC开发者计划、AI PC创新应用大赛等一系列举措，让AI PC没有停留在概念上，而是迅速落地生活、工作、行业的各个角落，真正改变人们的日常。值得一提的是，在新能源汽车蓬勃发展的眼下，英特尔同样在积极投入贡献自己的力量，全新的智能座舱整车平台方案、AI增强型软件定义汽车SoC芯片，可以帮助客户探索智能汽车新体验。比如极氪汽车，去年4月就与英特尔签署深入合作协议，今年初成为第一家采纳英特尔软件定义汽车SoC的整车客户，将AIGC体验带入下一代新能源汽车。结语半个多世纪来，英特尔创造了无数辉煌时刻，但无论多么辉煌，都已经属于历史。在新时代的风口浪尖上，哪怕是英特尔这样的顶尖龙头企业，也面临着随时被超越、被淘汰的危机。唯一的出路，就是紧跟形势，随时转型，不断创新突破自我。我们不能说英特尔做得多完美，但如此体量之下，英特尔展现出了无比的勇气和毅力，也为行业树立了榜样。IDM 2.0战略坚决执行，AI布局迅速展开，都是最好的例子。或许，这才是“百年企业”才应该有的样子。","news_type":1},"isVote":1,"tweetType":1,"viewCount":949,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328809178292296,"gmtCreate":1721280754071,"gmtModify":1721280984823,"author":{"id":"4179755280319592","authorId":"4179755280319592","name":"万花筒.","avatar":"https://static.tigerbbs.com/e3cddc2b535162ece0735b814a1d5234","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4179755280319592","authorIdStr":"4179755280319592"},"themes":[],"htmlText":"利好&nbsp;","listText":"利好&nbsp;","text":"利好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328809178292296","repostId":"1190782277","repostType":2,"repost":{"id":"1190782277","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1721280649,"share":"https://www.laohu8.com/m/news/1190782277?lang=&edition=full","pubTime":"2024-07-18 13:30","market":"us","language":"zh","title":"台积电Q2营收6735.1亿新台币，同比增长40.1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1190782277","media":"老虎资讯综合","summary":"台积电第二季度净利润2478亿元台币，预估2350亿元台币。","content":"<html><head></head><body><p>7月18日，<a href=\"https://laohu8.com/S/TSM\">台积电</a>发布2024年第二季度业绩。财报显示，第二季度营收6735.1亿新台币，市场预期6581.4亿新台币，去年同期4808.41亿新台币；净利润2478.45亿新台币，市场预期2350亿新台币，去年同期1818亿新台币；每股收益9.56新台币，去年同期7.01新台币。</p><p style=\"text-align: left;\">本季度毛利率为53.2%，营业利润率为42.5%，净利润率为36.8%。</p><p style=\"text-align: left;\">第二季度，3纳米出货量占晶圆总收入的15%；5纳米占35%；7纳米占17%。先进技术（定义为7纳米及更先进的技术）占晶圆总收入的67%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b39188bac1f747c7d3e6cf1e2fb6aece\" title=\"\" tg-width=\"1071\" tg-height=\"538\"/></p><p><strong>财报电话会：</strong></p><p>台积电在随后的电话会议上表示：</p><blockquote><p>预计第三季度营收为224-232亿美元（上年同期为173亿美元）；</p><p>预计第三季度毛利率为53.5-55.5%（第二季度为53.2%）；</p><p>预计第三季度营运利润率为42.5-44.5%（第二季度为42.5%）；</p><p>预计第三季度业务将受到强劲的智能手机和人工智能相关需求的支持；</p><p>预计全年资本支出300亿美元至320亿美元，此前预计280-320亿美元，市场预估295.5亿美元；</p><p>2024年以美元计价收入增幅将略高于25%左右（此前预测增幅在20—25%左右）；</p><p>预计2024年芯片代工业务将增长接近10%；</p><p>预计2024年将是台积电的一个强劲增长年。</p></blockquote><p>财报发布后，台积电美股夜盘涨幅扩大至4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/567d8bd199ce7733d3cea9e61e82b545\" title=\"\" tg-width=\"865\" tg-height=\"825\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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#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台积电Q2营收6735.1亿新台币，同比增长40.1%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-07-18 13:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>7月18日，<a href=\"https://laohu8.com/S/TSM\">台积电</a>发布2024年第二季度业绩。财报显示，第二季度营收6735.1亿新台币，市场预期6581.4亿新台币，去年同期4808.41亿新台币；净利润2478.45亿新台币，市场预期2350亿新台币，去年同期1818亿新台币；每股收益9.56新台币，去年同期7.01新台币。</p><p style=\"text-align: left;\">本季度毛利率为53.2%，营业利润率为42.5%，净利润率为36.8%。</p><p style=\"text-align: left;\">第二季度，3纳米出货量占晶圆总收入的15%；5纳米占35%；7纳米占17%。先进技术（定义为7纳米及更先进的技术）占晶圆总收入的67%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b39188bac1f747c7d3e6cf1e2fb6aece\" title=\"\" tg-width=\"1071\" tg-height=\"538\"/></p><p><strong>财报电话会：</strong></p><p>台积电在随后的电话会议上表示：</p><blockquote><p>预计第三季度营收为224-232亿美元（上年同期为173亿美元）；</p><p>预计第三季度毛利率为53.5-55.5%（第二季度为53.2%）；</p><p>预计第三季度营运利润率为42.5-44.5%（第二季度为42.5%）；</p><p>预计第三季度业务将受到强劲的智能手机和人工智能相关需求的支持；</p><p>预计全年资本支出300亿美元至320亿美元，此前预计280-320亿美元，市场预估295.5亿美元；</p><p>2024年以美元计价收入增幅将略高于25%左右（此前预测增幅在20—25%左右）；</p><p>预计2024年芯片代工业务将增长接近10%；</p><p>预计2024年将是台积电的一个强劲增长年。</p></blockquote><p>财报发布后，台积电美股夜盘涨幅扩大至4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/567d8bd199ce7733d3cea9e61e82b545\" title=\"\" tg-width=\"865\" tg-height=\"825\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8ab46ee73bd1bbc4ed7da6a69f14e5d5","relate_stocks":{"LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) 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冲300","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/354041832087792","isVote":1,"tweetType":1,"viewCount":890,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328809178292296,"gmtCreate":1721280754071,"gmtModify":1721280984823,"author":{"id":"4179755280319592","authorId":"4179755280319592","name":"万花筒.","avatar":"https://static.tigerbbs.com/e3cddc2b535162ece0735b814a1d5234","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4179755280319592","authorIdStr":"4179755280319592"},"themes":[],"htmlText":"利好&nbsp;","listText":"利好&nbsp;","text":"利好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328809178292296","repostId":"1190782277","repostType":2,"repost":{"id":"1190782277","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1721280649,"share":"https://www.laohu8.com/m/news/1190782277?lang=&edition=full","pubTime":"2024-07-18 13:30","market":"us","language":"zh","title":"台积电Q2营收6735.1亿新台币，同比增长40.1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1190782277","media":"老虎资讯综合","summary":"台积电第二季度净利润2478亿元台币，预估2350亿元台币。","content":"<html><head></head><body><p>7月18日，<a href=\"https://laohu8.com/S/TSM\">台积电</a>发布2024年第二季度业绩。财报显示，第二季度营收6735.1亿新台币，市场预期6581.4亿新台币，去年同期4808.41亿新台币；净利润2478.45亿新台币，市场预期2350亿新台币，去年同期1818亿新台币；每股收益9.56新台币，去年同期7.01新台币。</p><p style=\"text-align: left;\">本季度毛利率为53.2%，营业利润率为42.5%，净利润率为36.8%。</p><p style=\"text-align: left;\">第二季度，3纳米出货量占晶圆总收入的15%；5纳米占35%；7纳米占17%。先进技术（定义为7纳米及更先进的技术）占晶圆总收入的67%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b39188bac1f747c7d3e6cf1e2fb6aece\" title=\"\" tg-width=\"1071\" tg-height=\"538\"/></p><p><strong>财报电话会：</strong></p><p>台积电在随后的电话会议上表示：</p><blockquote><p>预计第三季度营收为224-232亿美元（上年同期为173亿美元）；</p><p>预计第三季度毛利率为53.5-55.5%（第二季度为53.2%）；</p><p>预计第三季度营运利润率为42.5-44.5%（第二季度为42.5%）；</p><p>预计第三季度业务将受到强劲的智能手机和人工智能相关需求的支持；</p><p>预计全年资本支出300亿美元至320亿美元，此前预计280-320亿美元，市场预估295.5亿美元；</p><p>2024年以美元计价收入增幅将略高于25%左右（此前预测增幅在20—25%左右）；</p><p>预计2024年芯片代工业务将增长接近10%；</p><p>预计2024年将是台积电的一个强劲增长年。</p></blockquote><p>财报发布后，台积电美股夜盘涨幅扩大至4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/567d8bd199ce7733d3cea9e61e82b545\" title=\"\" tg-width=\"865\" tg-height=\"825\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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13:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>7月18日，<a href=\"https://laohu8.com/S/TSM\">台积电</a>发布2024年第二季度业绩。财报显示，第二季度营收6735.1亿新台币，市场预期6581.4亿新台币，去年同期4808.41亿新台币；净利润2478.45亿新台币，市场预期2350亿新台币，去年同期1818亿新台币；每股收益9.56新台币，去年同期7.01新台币。</p><p style=\"text-align: left;\">本季度毛利率为53.2%，营业利润率为42.5%，净利润率为36.8%。</p><p style=\"text-align: left;\">第二季度，3纳米出货量占晶圆总收入的15%；5纳米占35%；7纳米占17%。先进技术（定义为7纳米及更先进的技术）占晶圆总收入的67%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b39188bac1f747c7d3e6cf1e2fb6aece\" title=\"\" tg-width=\"1071\" tg-height=\"538\"/></p><p><strong>财报电话会：</strong></p><p>台积电在随后的电话会议上表示：</p><blockquote><p>预计第三季度营收为224-232亿美元（上年同期为173亿美元）；</p><p>预计第三季度毛利率为53.5-55.5%（第二季度为53.2%）；</p><p>预计第三季度营运利润率为42.5-44.5%（第二季度为42.5%）；</p><p>预计第三季度业务将受到强劲的智能手机和人工智能相关需求的支持；</p><p>预计全年资本支出300亿美元至320亿美元，此前预计280-320亿美元，市场预估295.5亿美元；</p><p>2024年以美元计价收入增幅将略高于25%左右（此前预测增幅在20—25%左右）；</p><p>预计2024年芯片代工业务将增长接近10%；</p><p>预计2024年将是台积电的一个强劲增长年。</p></blockquote><p>财报发布后，台积电美股夜盘涨幅扩大至4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/567d8bd199ce7733d3cea9e61e82b545\" title=\"\" tg-width=\"865\" tg-height=\"825\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8ab46ee73bd1bbc4ed7da6a69f14e5d5","relate_stocks":{"LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) 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USD","BK4141":"半导体产品"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190782277","content_text":"7月18日，台积电发布2024年第二季度业绩。财报显示，第二季度营收6735.1亿新台币，市场预期6581.4亿新台币，去年同期4808.41亿新台币；净利润2478.45亿新台币，市场预期2350亿新台币，去年同期1818亿新台币；每股收益9.56新台币，去年同期7.01新台币。本季度毛利率为53.2%，营业利润率为42.5%，净利润率为36.8%。第二季度，3纳米出货量占晶圆总收入的15%；5纳米占35%；7纳米占17%。先进技术（定义为7纳米及更先进的技术）占晶圆总收入的67%。财报电话会：台积电在随后的电话会议上表示：预计第三季度营收为224-232亿美元（上年同期为173亿美元）；预计第三季度毛利率为53.5-55.5%（第二季度为53.2%）；预计第三季度营运利润率为42.5-44.5%（第二季度为42.5%）；预计第三季度业务将受到强劲的智能手机和人工智能相关需求的支持；预计全年资本支出300亿美元至320亿美元，此前预计280-320亿美元，市场预估295.5亿美元；2024年以美元计价收入增幅将略高于25%左右（此前预测增幅在20—25%左右）；预计2024年芯片代工业务将增长接近10%；预计2024年将是台积电的一个强劲增长年。财报发布后，台积电美股夜盘涨幅扩大至4%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":421,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":409671102198208,"gmtCreate":1741026992451,"gmtModify":1741026993872,"author":{"id":"4179755280319592","authorId":"4179755280319592","name":"万花筒.","avatar":"https://static.tigerbbs.com/e3cddc2b535162ece0735b814a1d5234","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4179755280319592","authorIdStr":"4179755280319592"},"themes":[],"htmlText":"<a 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