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海盗王宗师

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海盗王宗师

07-07

$南方两倍做多海力士(07709)$ 还有下跌空间加油

海盗王宗师

05-30

cpu概念股

CPU概念股悉数上扬高通(QCOM)领涨5.48%、英特尔(INTC)涨3.51%

海盗王宗师

05-28

$英伟达(NVDA)$ 为什么每次才爆出来之后都要被打压两天了？

海盗王宗师

05-27

这篇文章不错，转发给大家看看

@财报研究社pro:Marvell财报前瞻：AI定制芯片不是故事了，华尔街现在要看“订单兑现速度”

海盗王宗师

2025-07-18

泡泡玛特！ @说股论金

去老虎APP查看更多动态

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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\">\nCPU概念股悉数上扬 高通(QCOM)领涨5.48%、英特尔(INTC)涨3.51%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-05-29 21:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 美股CPU概念股悉数上扬，截至发稿，<a href=\"https://laohu8.com/S/QCOM\">高通</a>(QCOM)涨5.48%，<a href=\"https://laohu8.com/S/ARM\">Arm</a> Holdings(ARM)涨4.66%，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTC)涨3.51%，<a href=\"https://laohu8.com/S/AMD\">美国超微公司</a>(AMD)涨0.54%。消息面上，香港花旗银行发布研报指，花旗分析员预计，服务器CPU的整体潜在市场规模将从2025年的293亿美元扩大至2030年的约1,315亿美元，对应的复合年均增长率(CAGR)达35%。各细分市场具体预测如下：通用CPU：2030年的TAM升至509亿美元，复合年均增长率为20%；AI主节点CPU:2030年的TAM升至211亿美元，复合年均增长率为21%；AI代理专用CPU:2030年的TAM升至594亿美元，复合年增长率为185%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/YjVhOWQ5NzA2M2E1Yzc2MTczNjIzNzY5MDQ1Ng==.png","relate_stocks":{"LU1119994496.HKD":"FIDELITY WORLD 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AI、OptionSlam、Fintel、Stocktwits、QuiverQuant、Investing.com、Yahoo Finance Japan 等海外财经媒体和数据平台。核心判断很直接： 迈威尔这次不是看“有没有AI故事”，而是看它能不能把AI定制芯片、光互联、交换芯片这些故事，继续变成超预期收入和更高的FY2027指引。 <a href=\"https://laohu8.com/S/MRVL\">$迈威尔科技(MRVL)$</a> 一、市场预期：收入约24亿美元，EPS约0.79—0.80美元 迈威尔上一季给出的Q1 FY2027官方指引是：收入 24亿美元，上下浮动5%；非GAAP毛利率 58.25%—59.25%；非GAAP EPS 0.79美元，上下浮动0.05美元。上一季Q4 FY2026，公司收入 22.19亿美元，同比增长22%；非GAAP EPS 0.80美元；全年收入 81.95亿美元，创历史新高，同比增长42%。 外部一致预期和公司指引基本接近。Investopedia引用市场预期称，Q1收入约 24.1亿美元，调整后EPS约 0.80美元，同比均接近30%增长；TipRanks也显示，华尔街预计EPS约 0.79美元，收入约 24亿美元。 所以这份财报的“及格线”不是24亿美元收入。真正能刺激股价的，是三件事： 第一，Q1收入最好要明显高于24亿美元中值。 第二，Q2收入指引最好高于市场预期，比如接近或超过25.9亿美元。 第三，管理层最好继续上修或强化FY2027全年收入约","text":"这篇综合了 Marvell IR、Nvidia IR、Reuters、AP、Barron’s、Investopedia、Investor’s Business Daily、Seeking Alpha、TipRanks、MarketBeat、Barchart、Options AI、OptionSlam、Fintel、Stocktwits、QuiverQuant、Investing.com、Yahoo Finance Japan 等海外财经媒体和数据平台。核心判断很直接： 迈威尔这次不是看“有没有AI故事”，而是看它能不能把AI定制芯片、光互联、交换芯片这些故事，继续变成超预期收入和更高的FY2027指引。 $迈威尔科技(MRVL)$ 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还有下跌空间加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583186689459240","isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":569681889187120,"gmtCreate":1780086776925,"gmtModify":1780091704094,"author":{"id":"4186468935957522","authorId":"4186468935957522","name":"海盗王宗师","avatar":"https://static.tigerbbs.com/dddb520c94309e9534f9bb5402e55950","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4186468935957522","idStr":"4186468935957522"},"themes":[],"title":"","htmlText":"cpu概念股","listText":"cpu概念股","text":"cpu概念股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/569681889187120","repostId":"2639678494","repostType":2,"repost":{"id":"2639678494","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1780062143,"share":"https://www.laohu8.com/m/news/2639678494?lang=zh_CN&edition=full","pubTime":"2026-05-29 21:42","market":"nz","language":"zh","title":"CPU概念股悉数上扬 高通(QCOM)领涨5.48%、英特尔(INTC)涨3.51%","url":"https://stock-news.laohu8.com/highlight/detail?id=2639678494","media":"金吾财讯","summary":"金吾财讯 | 美股CPU概念股悉数上扬，截至发稿，高通 涨5.48%，Arm Holdings涨4.66%，英特尔涨3.51%，美国超微公司涨0.54%。消息面上，香港花旗银行发布研报指，花旗分析员预计，服务器CPU的整体潜在市场规模将从2025年的293亿美元扩大至2030年的约1,315亿美元，对应的复合年均增长率达35%。","content":"<html><body><p>金吾财讯 | 美股CPU概念股悉数上扬，截至发稿，<a href=\"https://laohu8.com/S/QCOM\">高通</a>(QCOM)涨5.48%，<a href=\"https://laohu8.com/S/ARM\">Arm</a> Holdings(ARM)涨4.66%，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTC)涨3.51%，<a href=\"https://laohu8.com/S/AMD\">美国超微公司</a>(AMD)涨0.54%。消息面上，香港花旗银行发布研报指，花旗分析员预计，服务器CPU的整体潜在市场规模将从2025年的293亿美元扩大至2030年的约1,315亿美元，对应的复合年均增长率(CAGR)达35%。各细分市场具体预测如下：通用CPU：2030年的TAM升至509亿美元，复合年均增长率为20%；AI主节点CPU:2030年的TAM升至211亿美元，复合年均增长率为21%；AI代理专用CPU:2030年的TAM升至594亿美元，复合年增长率为185%。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">\nCPU概念股悉数上扬 高通(QCOM)领涨5.48%、英特尔(INTC)涨3.51%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-05-29 21:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 美股CPU概念股悉数上扬，截至发稿，<a href=\"https://laohu8.com/S/QCOM\">高通</a>(QCOM)涨5.48%，<a href=\"https://laohu8.com/S/ARM\">Arm</a> Holdings(ARM)涨4.66%，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTC)涨3.51%，<a href=\"https://laohu8.com/S/AMD\">美国超微公司</a>(AMD)涨0.54%。消息面上，香港花旗银行发布研报指，花旗分析员预计，服务器CPU的整体潜在市场规模将从2025年的293亿美元扩大至2030年的约1,315亿美元，对应的复合年均增长率(CAGR)达35%。各细分市场具体预测如下：通用CPU：2030年的TAM升至509亿美元，复合年均增长率为20%；AI主节点CPU:2030年的TAM升至211亿美元，复合年均增长率为21%；AI代理专用CPU:2030年的TAM升至594亿美元，复合年增长率为185%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/YjVhOWQ5NzA2M2E1Yzc2MTczNjIzNzY5MDQ1Ng==.png","relate_stocks":{"LU1119994496.HKD":"FIDELITY WORLD 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为什么每次才爆出来之后都要被打压两天了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/568937241518824","isVote":1,"tweetType":1,"viewCount":847,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568807141880560,"gmtCreate":1779873224427,"gmtModify":1779874491883,"author":{"id":"4186468935957522","authorId":"4186468935957522","name":"海盗王宗师","avatar":"https://static.tigerbbs.com/dddb520c94309e9534f9bb5402e55950","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4186468935957522","idStr":"4186468935957522"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/568807141880560","repostId":"568274975488664","repostType":1,"repost":{"id":568274975488664,"gmtCreate":1779760287004,"gmtModify":1779760636060,"author":{"id":"3503452965237041","authorId":"3503452965237041","name":"财报研究社pro","avatar":"https://static.tigerbbs.com/3d0a6be2bd8feb8dbc30c5eaa2e715bb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3503452965237041","idStr":"3503452965237041"},"themes":[],"title":"Marvell财报前瞻：AI定制芯片不是故事了，华尔街现在要看“订单兑现速度”","htmlText":"这篇综合了 Marvell IR、Nvidia IR、Reuters、AP、Barron’s、Investopedia、Investor’s Business Daily、Seeking Alpha、TipRanks、MarketBeat、Barchart、Options AI、OptionSlam、Fintel、Stocktwits、QuiverQuant、Investing.com、Yahoo Finance Japan 等海外财经媒体和数据平台。核心判断很直接： 迈威尔这次不是看“有没有AI故事”，而是看它能不能把AI定制芯片、光互联、交换芯片这些故事，继续变成超预期收入和更高的FY2027指引。 <a href=\"https://laohu8.com/S/MRVL\">$迈威尔科技(MRVL)$</a> 一、市场预期：收入约24亿美元，EPS约0.79—0.80美元 迈威尔上一季给出的Q1 FY2027官方指引是：收入 24亿美元，上下浮动5%；非GAAP毛利率 58.25%—59.25%；非GAAP EPS 0.79美元，上下浮动0.05美元。上一季Q4 FY2026，公司收入 22.19亿美元，同比增长22%；非GAAP EPS 0.80美元；全年收入 81.95亿美元，创历史新高，同比增长42%。 外部一致预期和公司指引基本接近。Investopedia引用市场预期称，Q1收入约 24.1亿美元，调整后EPS约 0.80美元，同比均接近30%增长；TipRanks也显示，华尔街预计EPS约 0.79美元，收入约 24亿美元。 所以这份财报的“及格线”不是24亿美元收入。真正能刺激股价的，是三件事： 第一，Q1收入最好要明显高于24亿美元中值。 第二，Q2收入指引最好高于市场预期，比如接近或超过25.9亿美元。 第三，管理层最好继续上修或强化FY2027全年收入约","listText":"这篇综合了 Marvell IR、Nvidia IR、Reuters、AP、Barron’s、Investopedia、Investor’s Business Daily、Seeking Alpha、TipRanks、MarketBeat、Barchart、Options AI、OptionSlam、Fintel、Stocktwits、QuiverQuant、Investing.com、Yahoo Finance Japan 等海外财经媒体和数据平台。核心判断很直接： 迈威尔这次不是看“有没有AI故事”，而是看它能不能把AI定制芯片、光互联、交换芯片这些故事，继续变成超预期收入和更高的FY2027指引。 <a href=\"https://laohu8.com/S/MRVL\">$迈威尔科技(MRVL)$</a> 一、市场预期：收入约24亿美元，EPS约0.79—0.80美元 迈威尔上一季给出的Q1 FY2027官方指引是：收入 24亿美元，上下浮动5%；非GAAP毛利率 58.25%—59.25%；非GAAP EPS 0.79美元，上下浮动0.05美元。上一季Q4 FY2026，公司收入 22.19亿美元，同比增长22%；非GAAP EPS 0.80美元；全年收入 81.95亿美元，创历史新高，同比增长42%。 外部一致预期和公司指引基本接近。Investopedia引用市场预期称，Q1收入约 24.1亿美元，调整后EPS约 0.80美元，同比均接近30%增长；TipRanks也显示，华尔街预计EPS约 0.79美元，收入约 24亿美元。 所以这份财报的“及格线”不是24亿美元收入。真正能刺激股价的，是三件事： 第一，Q1收入最好要明显高于24亿美元中值。 第二，Q2收入指引最好高于市场预期，比如接近或超过25.9亿美元。 第三，管理层最好继续上修或强化FY2027全年收入约","text":"这篇综合了 Marvell IR、Nvidia IR、Reuters、AP、Barron’s、Investopedia、Investor’s Business Daily、Seeking Alpha、TipRanks、MarketBeat、Barchart、Options AI、OptionSlam、Fintel、Stocktwits、QuiverQuant、Investing.com、Yahoo Finance Japan 等海外财经媒体和数据平台。核心判断很直接： 迈威尔这次不是看“有没有AI故事”，而是看它能不能把AI定制芯片、光互联、交换芯片这些故事，继续变成超预期收入和更高的FY2027指引。 $迈威尔科技(MRVL)$ 一、市场预期：收入约24亿美元，EPS约0.79—0.80美元 迈威尔上一季给出的Q1 FY2027官方指引是：收入 24亿美元，上下浮动5%；非GAAP毛利率 58.25%—59.25%；非GAAP EPS 0.79美元，上下浮动0.05美元。上一季Q4 FY2026，公司收入 22.19亿美元，同比增长22%；非GAAP EPS 0.80美元；全年收入 81.95亿美元，创历史新高，同比增长42%。 外部一致预期和公司指引基本接近。Investopedia引用市场预期称，Q1收入约 24.1亿美元，调整后EPS约 0.80美元，同比均接近30%增长；TipRanks也显示，华尔街预计EPS约 0.79美元，收入约 24亿美元。 所以这份财报的“及格线”不是24亿美元收入。真正能刺激股价的，是三件事： 第一，Q1收入最好要明显高于24亿美元中值。 第二，Q2收入指引最好高于市场预期，比如接近或超过25.9亿美元。 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</a>","listText":"泡泡玛特！<a href=\"https://laohu8.com/U/3516354983632362\"> @说股论金 </a>","text":"泡泡玛特！ @说股论金","images":[{"img":"https://static.tigerbbs.com/d5006ff336ee9aa994a1a4e123ed3085"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/457911153725680","isVote":1,"tweetType":1,"viewCount":1727,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}