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小老虎嗷嗷叫

小老虎嗷嗷叫

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IP属地：广东

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小老虎嗷嗷叫

03-18

$英特尔(INTC)$ 一路冲高

小老虎嗷嗷叫

03-11

$英特尔(INTC)$ 15-16的趋势[流泪] [流泪] [流泪]

小老虎嗷嗷叫

03-05

泽连斯基都妥协了，台积电算啥子哟。

英特尔困局：Panther Lake 推迟量产时间背后的多维度剖析

小老虎嗷嗷叫

03-02

最近一系列新闻美股短期好不了

抱歉，原内容已删除

小老虎嗷嗷叫

02-28

$英特尔(INTC)$ 预测今晚24

小老虎嗷嗷叫

02-27

美股天天跌！！！快成大A了

小老虎嗷嗷叫

02-21

$超微电脑(SMCI)$ 厉害了👍

小老虎嗷嗷叫

02-18

$英伟达(NVDA)$ 预测高开低走

小老虎嗷嗷叫

02-18

25支撑位

市场消息：台积电可能收购英特尔代工部门20%股权

小老虎嗷嗷叫

02-14

肯定传言。

英特尔迎天降甘霖？与台积电合资传言助力股价飞涨！

小老虎嗷嗷叫

02-14

$文远知行(WRD)$ 这个收割多少次散户了？

小老虎嗷嗷叫

02-12

$特斯拉(TSLA)$ 超微电脑卖了再转这个。但愿别长太快

小老虎嗷嗷叫

02-12

就这个b乱发消息，大跌。人家都说2.25提交报告

超微电脑推迟向SEC递交10 Q报告，美股盘后股价剧震

小老虎嗷嗷叫

02-12

$超微电脑(SMCI)$ 疯狂

小老虎嗷嗷叫

02-12

原计划不是2.25提交吗？

超微电脑推迟向SEC递交10 Q报告，美股盘后股价剧震

小老虎嗷嗷叫

02-12

哎，本来就是2.11盘后发布报告，2.25提交报告

抱歉，原内容已删除

小老虎嗷嗷叫

02-10

$超微电脑(SMCI)$ 今日大涨，必然财报会好。如果高开低走，财报预计不会好[开心]

去老虎APP查看更多动态

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11:53","market":"us","language":"zh","title":"英特尔困局：Panther Lake 推迟量产时间背后的多维度剖析","url":"https://stock-news.laohu8.com/highlight/detail?id=1129430028","media":"老虎资讯综合","summary":"知名分析师郭明錤发布的最新产业调查显示， $英特尔$ 的 Panther Lake量产时间已从 2025 年 9 月初延后至 2025 年第四季度中期。这一延迟不仅使英特尔错失 2025 年年末销售旺季，还让其在 2025 年下半年的营收与利润面临下行风险。而这一事件，只是英特尔当前困境的冰山一角。从股价表现来看，英特尔股票的波动异常剧烈。在人工智能计算领域，英伟达凭借 A100 和 H100 系列产品成为无可争议的领导者。Panther Lake 的推迟上市只是英特尔诸多问题的一个缩影。","content":"<html><head></head><body><p>知名分析师郭明錤发布的最新产业调查显示， <a href=\"https://laohu8.com/S/INTC\">英特尔</a> 的 Panther Lake（PTL）量产时间已从 2025 年 9 月初延后至 2025 年第四季度中期。</p><p>由于芯片与成品（PC/NB）出货时间大约相差 2 - 4 周，这意味着 PTL 笔记本电脑（NB）可能要到 2026 年才会普及。</p><p>这一延迟不仅使英特尔错失 2025 年年末销售旺季，还让其在 2025 年下半年的营收与利润面临下行风险。而这一事件，只是英特尔当前困境的冰山一角。</p><p>从股价表现来看，英特尔股票的波动异常剧烈。去年年初其股价曾接近 50 美元，然而到了 2024 年 9 月却已跌至 18.90 美元，尽管在此期间半导体行业整体呈现上涨态势，这也反映出市场对其发展前景的担忧。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30451414de873bb172b87301b8a2979e\" tg-width=\"560\" tg-height=\"240\"/></p><p>进入 2025 年，英特尔股价年内涨幅达 15.8%，看似形势好转，但深入分析便会发现，这一涨幅主要是受 <a href=\"https://laohu8.com/S/AVGO\">博通</a> 和 <a href=\"https://laohu8.com/S/TSM\">台积电</a> 收购传闻的推动，并非基于其自身的业务改善或行业竞争力提升。</p><p>而关于潜在的收购，尤其是台积电对英特尔的收购，目前仍面临着巨大的审批挑战。</p><p>从行业格局来看，英特尔和台积电在半导体领域均占据重要地位，若两者合并，将极大地改变全球半导体产业的竞争格局，这必然会引发监管机构的高度关注。</p><p>但美国外国投资委员会（CFIUS）几乎肯定会以国家安全为由，阻止台积电的收购。此外，国会可能也会反对这样的交易，并且《芯片与科学法案》的法律限制最迟也会阻碍这一收购。</p><p>无论是从反垄断角度，还是从国家战略层面考虑，这样大规模的收购要获得批准困难重重，因此实现的可能性微乎其微。把股价上涨的希望寄托在这种不太可能发生的收购传闻上，显然缺乏坚实的支撑。</p><p>此前，美国副总统 JD·万斯的相关言论曾引发市场波动，但这并未从根本上改变英特尔的基本面。英特尔需要的是切实有效的变革，新的领导团队或许能为公司带来全新的战略思路和管理方式。</p><p>目前英特尔在技术研发、市场竞争等方面面临诸多问题，例如在芯片制程技术上，与竞争对手相比存在一定差距，这导致其产品在性能和功耗等方面缺乏优势。</p><p>在市场份额争夺中， <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a> 等竞争对手不断蚕食其市场，尤其是在数据中心、个人电脑等核心领域。</p><p>2024 年，英特尔的 x86 CPU 市场份额占比为 75% - 80%，而 2023 年这一比例为 82%。AMD的市场份额则增长至 20% - 25%，这得益于锐龙桌面 CPU 的市场需求。</p><p>苹果公司改用自研的 M1/M2 芯片，将英特尔从 Mac 业务中挤了出去，而且 AMD 还在服务器 CPU 领域侵蚀英特尔的市场份额。AMD 的霄龙（EPYC）芯片市场份额达到 25%，而英特尔数据中心业务组的销售额连续 10 个季度下滑。</p><p>在 GPU 领域，英特尔明显落后于 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> ，英伟达拥有令人惊叹的约 88% 的市场份额。对于人工智能领域的企业而言，英伟达的 GPU 是首选，该领域几乎不依赖英特尔的产品。</p><p>与此同时，像 <a href=\"https://laohu8.com/S/AMZN\">亚马逊</a> 云科技的 Graviton 芯片或 <a href=\"https://laohu8.com/S/GOOG\">谷歌</a> 的张量处理单元（TPU）等 ARM 芯片，正逐渐成为英特尔至强（XEON）CPU 受认可的替代产品。</p><p>市场份额的缩减很大程度上是因为产品本身的落后，AMD 的锐龙（Zen）架构在能效和核心数量上击败了英特尔，尤其是霄龙芯片在很大程度上超越了英特尔的至强芯片。</p><p>在人工智能计算领域，英伟达凭借 A100 和 H100 系列产品成为无可争议的领导者。此外，英伟达凭借新的 Grace - ARM 芯片进军英特尔的核心业务领域，加剧了竞争，AMD 也在其中参与竞争。</p><p>而且，苹果公司凭借 M1 和 M2 芯片改变了高端笔记本电脑和台式电脑市场格局。最重要的是，英特尔仍在为 10 纳米和 7 纳米制程工艺问题而挣扎，这使得采用台积电代工的 AMD 得以超越英特尔。</p><p>因此，近期股价上涨很大程度上是市场的盲目炒作，没有哪个理性的投资者会因为美国副总统的几句话，或者未经证实的收购传闻而进行投资。尤其是考虑到美股目前处于非常脆弱的市场环境，仅凭这一点就可能给任何股票带来巨大压力。</p><p>Panther Lake 的推迟上市只是英特尔诸多问题的一个缩影。要真正走出困境，英特尔需要积极适应市场环境变化，解决技术和市场等核心问题，否则其未来发展仍将充满不确定性，股价表现也难以得到实质性的支撑。</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\" />\n<title>英特尔困局：Panther Lake 推迟量产时间背后的多维度剖析</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{ 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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英特尔困局：Panther Lake 推迟量产时间背后的多维度剖析\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\">2025-03-05 11:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>知名分析师郭明錤发布的最新产业调查显示， <a href=\"https://laohu8.com/S/INTC\">英特尔</a> 的 Panther Lake（PTL）量产时间已从 2025 年 9 月初延后至 2025 年第四季度中期。</p><p>由于芯片与成品（PC/NB）出货时间大约相差 2 - 4 周，这意味着 PTL 笔记本电脑（NB）可能要到 2026 年才会普及。</p><p>这一延迟不仅使英特尔错失 2025 年年末销售旺季，还让其在 2025 年下半年的营收与利润面临下行风险。而这一事件，只是英特尔当前困境的冰山一角。</p><p>从股价表现来看，英特尔股票的波动异常剧烈。去年年初其股价曾接近 50 美元，然而到了 2024 年 9 月却已跌至 18.90 美元，尽管在此期间半导体行业整体呈现上涨态势，这也反映出市场对其发展前景的担忧。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30451414de873bb172b87301b8a2979e\" tg-width=\"560\" tg-height=\"240\"/></p><p>进入 2025 年，英特尔股价年内涨幅达 15.8%，看似形势好转，但深入分析便会发现，这一涨幅主要是受 <a href=\"https://laohu8.com/S/AVGO\">博通</a> 和 <a href=\"https://laohu8.com/S/TSM\">台积电</a> 收购传闻的推动，并非基于其自身的业务改善或行业竞争力提升。</p><p>而关于潜在的收购，尤其是台积电对英特尔的收购，目前仍面临着巨大的审批挑战。</p><p>从行业格局来看，英特尔和台积电在半导体领域均占据重要地位，若两者合并，将极大地改变全球半导体产业的竞争格局，这必然会引发监管机构的高度关注。</p><p>但美国外国投资委员会（CFIUS）几乎肯定会以国家安全为由，阻止台积电的收购。此外，国会可能也会反对这样的交易，并且《芯片与科学法案》的法律限制最迟也会阻碍这一收购。</p><p>无论是从反垄断角度，还是从国家战略层面考虑，这样大规模的收购要获得批准困难重重，因此实现的可能性微乎其微。把股价上涨的希望寄托在这种不太可能发生的收购传闻上，显然缺乏坚实的支撑。</p><p>此前，美国副总统 JD·万斯的相关言论曾引发市场波动，但这并未从根本上改变英特尔的基本面。英特尔需要的是切实有效的变革，新的领导团队或许能为公司带来全新的战略思路和管理方式。</p><p>目前英特尔在技术研发、市场竞争等方面面临诸多问题，例如在芯片制程技术上，与竞争对手相比存在一定差距，这导致其产品在性能和功耗等方面缺乏优势。</p><p>在市场份额争夺中， <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a> 等竞争对手不断蚕食其市场，尤其是在数据中心、个人电脑等核心领域。</p><p>2024 年，英特尔的 x86 CPU 市场份额占比为 75% - 80%，而 2023 年这一比例为 82%。AMD的市场份额则增长至 20% - 25%，这得益于锐龙桌面 CPU 的市场需求。</p><p>苹果公司改用自研的 M1/M2 芯片，将英特尔从 Mac 业务中挤了出去，而且 AMD 还在服务器 CPU 领域侵蚀英特尔的市场份额。AMD 的霄龙（EPYC）芯片市场份额达到 25%，而英特尔数据中心业务组的销售额连续 10 个季度下滑。</p><p>在 GPU 领域，英特尔明显落后于 <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> ，英伟达拥有令人惊叹的约 88% 的市场份额。对于人工智能领域的企业而言，英伟达的 GPU 是首选，该领域几乎不依赖英特尔的产品。</p><p>与此同时，像 <a href=\"https://laohu8.com/S/AMZN\">亚马逊</a> 云科技的 Graviton 芯片或 <a href=\"https://laohu8.com/S/GOOG\">谷歌</a> 的张量处理单元（TPU）等 ARM 芯片，正逐渐成为英特尔至强（XEON）CPU 受认可的替代产品。</p><p>市场份额的缩减很大程度上是因为产品本身的落后，AMD 的锐龙（Zen）架构在能效和核心数量上击败了英特尔，尤其是霄龙芯片在很大程度上超越了英特尔的至强芯片。</p><p>在人工智能计算领域，英伟达凭借 A100 和 H100 系列产品成为无可争议的领导者。此外，英伟达凭借新的 Grace - ARM 芯片进军英特尔的核心业务领域，加剧了竞争，AMD 也在其中参与竞争。</p><p>而且，苹果公司凭借 M1 和 M2 芯片改变了高端笔记本电脑和台式电脑市场格局。最重要的是，英特尔仍在为 10 纳米和 7 纳米制程工艺问题而挣扎，这使得采用台积电代工的 AMD 得以超越英特尔。</p><p>因此，近期股价上涨很大程度上是市场的盲目炒作，没有哪个理性的投资者会因为美国副总统的几句话，或者未经证实的收购传闻而进行投资。尤其是考虑到美股目前处于非常脆弱的市场环境，仅凭这一点就可能给任何股票带来巨大压力。</p><p>Panther Lake 的推迟上市只是英特尔诸多问题的一个缩影。要真正走出困境，英特尔需要积极适应市场环境变化，解决技术和市场等核心问题，否则其未来发展仍将充满不确定性，股价表现也难以得到实质性的支撑。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129430028","content_text":"知名分析师郭明錤发布的最新产业调查显示， 英特尔 的 Panther Lake（PTL）量产时间已从 2025 年 9 月初延后至 2025 年第四季度中期。由于芯片与成品（PC/NB）出货时间大约相差 2 - 4 周，这意味着 PTL 笔记本电脑（NB）可能要到 2026 年才会普及。这一延迟不仅使英特尔错失 2025 年年末销售旺季，还让其在 2025 年下半年的营收与利润面临下行风险。而这一事件，只是英特尔当前困境的冰山一角。从股价表现来看，英特尔股票的波动异常剧烈。去年年初其股价曾接近 50 美元，然而到了 2024 年 9 月却已跌至 18.90 美元，尽管在此期间半导体行业整体呈现上涨态势，这也反映出市场对其发展前景的担忧。进入 2025 年，英特尔股价年内涨幅达 15.8%，看似形势好转，但深入分析便会发现，这一涨幅主要是受 博通 和 台积电 收购传闻的推动，并非基于其自身的业务改善或行业竞争力提升。而关于潜在的收购，尤其是台积电对英特尔的收购，目前仍面临着巨大的审批挑战。从行业格局来看，英特尔和台积电在半导体领域均占据重要地位，若两者合并，将极大地改变全球半导体产业的竞争格局，这必然会引发监管机构的高度关注。但美国外国投资委员会（CFIUS）几乎肯定会以国家安全为由，阻止台积电的收购。此外，国会可能也会反对这样的交易，并且《芯片与科学法案》的法律限制最迟也会阻碍这一收购。无论是从反垄断角度，还是从国家战略层面考虑，这样大规模的收购要获得批准困难重重，因此实现的可能性微乎其微。把股价上涨的希望寄托在这种不太可能发生的收购传闻上，显然缺乏坚实的支撑。此前，美国副总统 JD·万斯的相关言论曾引发市场波动，但这并未从根本上改变英特尔的基本面。英特尔需要的是切实有效的变革，新的领导团队或许能为公司带来全新的战略思路和管理方式。目前英特尔在技术研发、市场竞争等方面面临诸多问题，例如在芯片制程技术上，与竞争对手相比存在一定差距，这导致其产品在性能和功耗等方面缺乏优势。在市场份额争夺中， 美国超微公司 等竞争对手不断蚕食其市场，尤其是在数据中心、个人电脑等核心领域。2024 年，英特尔的 x86 CPU 市场份额占比为 75% - 80%，而 2023 年这一比例为 82%。AMD的市场份额则增长至 20% - 25%，这得益于锐龙桌面 CPU 的市场需求。苹果公司改用自研的 M1/M2 芯片，将英特尔从 Mac 业务中挤了出去，而且 AMD 还在服务器 CPU 领域侵蚀英特尔的市场份额。AMD 的霄龙（EPYC）芯片市场份额达到 25%，而英特尔数据中心业务组的销售额连续 10 个季度下滑。在 GPU 领域，英特尔明显落后于 英伟达 ，英伟达拥有令人惊叹的约 88% 的市场份额。对于人工智能领域的企业而言，英伟达的 GPU 是首选，该领域几乎不依赖英特尔的产品。与此同时，像 亚马逊 云科技的 Graviton 芯片或 谷歌 的张量处理单元（TPU）等 ARM 芯片，正逐渐成为英特尔至强（XEON）CPU 受认可的替代产品。市场份额的缩减很大程度上是因为产品本身的落后，AMD 的锐龙（Zen）架构在能效和核心数量上击败了英特尔，尤其是霄龙芯片在很大程度上超越了英特尔的至强芯片。在人工智能计算领域，英伟达凭借 A100 和 H100 系列产品成为无可争议的领导者。此外，英伟达凭借新的 Grace - ARM 芯片进军英特尔的核心业务领域，加剧了竞争，AMD 也在其中参与竞争。而且，苹果公司凭借 M1 和 M2 芯片改变了高端笔记本电脑和台式电脑市场格局。最重要的是，英特尔仍在为 10 纳米和 7 纳米制程工艺问题而挣扎，这使得采用台积电代工的 AMD 得以超越英特尔。因此，近期股价上涨很大程度上是市场的盲目炒作，没有哪个理性的投资者会因为美国副总统的几句话，或者未经证实的收购传闻而进行投资。尤其是考虑到美股目前处于非常脆弱的市场环境，仅凭这一点就可能给任何股票带来巨大压力。Panther Lake 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10:21","market":"us","language":"zh","title":"市场消息：台积电可能收购英特尔代工部门20%股权","url":"https://stock-news.laohu8.com/highlight/detail?id=1196118788","media":"老虎资讯综合","summary":"2月18日，美国科技媒体《wccftech》报导称，$台积电(TSM)$可能收购$英特尔(INTC)$代工服务部门（IFS）20%股权。反垄断法通常会阻止大企业合并，但20%的持股将让台积电得以与英特尔合作，同时回避监督审查。最新消息暗示，台积电将取得英特尔少数股权，与此同时，美国芯片设计大厂$高通(QCOM)$与$博通(BRCM)$可能在该交易扮演重要角色，因为这两家公司可能透过向新实体下单，确保其顺利过度到营运状态，协助完成该交易。对于高通与$博通(AVGO)$而言，投资英特尔的IFS将使其更能与台湾的联发科竞争。英特尔美股夜盘拉升，一度大涨近6%。","content":"<html><head></head><body><p>2月18日，美国科技媒体《wccftech》报导称，<a href=\"https://laohu8.com/S/TSM\">台积电</a>可能收购<a href=\"https://laohu8.com/S/INTC\">英特尔</a>代工服务部门（IFS）20%股权。反垄断法通常会阻止大企业合并，但20%的持股将让台积电得以与英特尔合作，同时回避监督审查。</p><p>最新消息暗示，台积电将取得英特尔少数股权，与此同时，美国芯片设计大厂<a href=\"https://laohu8.com/S/QCOM\">高通</a>与<a href=\"https://laohu8.com/S/BRCM\">博通</a>可能在该交易扮演重要角色，因为这两家公司可能透过向新实体下单，确保其顺利过度到营运状态，协助完成该交易。对于高通与<a href=\"https://laohu8.com/S/AVGO\">博通</a>而言，投资英特尔的IFS将使其更能与台湾的联发科竞争。</p><p>英特尔美股夜盘拉升，一度大涨近6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c69d72964b77e6ec6b63d6fc217ba2ac\" tg-width=\"864\" tg-height=\"840\"/></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\" />\n<title>市场消息：台积电可能收购英特尔代工部门20%股权</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{ 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}\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市场消息：台积电可能收购英特尔代工部门20%股权\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\">2025-02-18 10:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>2月18日，美国科技媒体《wccftech》报导称，<a href=\"https://laohu8.com/S/TSM\">台积电</a>可能收购<a href=\"https://laohu8.com/S/INTC\">英特尔</a>代工服务部门（IFS）20%股权。反垄断法通常会阻止大企业合并，但20%的持股将让台积电得以与英特尔合作，同时回避监督审查。</p><p>最新消息暗示，台积电将取得英特尔少数股权，与此同时，美国芯片设计大厂<a href=\"https://laohu8.com/S/QCOM\">高通</a>与<a href=\"https://laohu8.com/S/BRCM\">博通</a>可能在该交易扮演重要角色，因为这两家公司可能透过向新实体下单，确保其顺利过度到营运状态，协助完成该交易。对于高通与<a href=\"https://laohu8.com/S/AVGO\">博通</a>而言，投资英特尔的IFS将使其更能与台湾的联发科竞争。</p><p>英特尔美股夜盘拉升，一度大涨近6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c69d72964b77e6ec6b63d6fc217ba2ac\" tg-width=\"864\" tg-height=\"840\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"INTC":"英特尔","TSM":"台积电"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196118788","content_text":"2月18日，美国科技媒体《wccftech》报导称，台积电可能收购英特尔代工服务部门（IFS）20%股权。反垄断法通常会阻止大企业合并，但20%的持股将让台积电得以与英特尔合作，同时回避监督审查。最新消息暗示，台积电将取得英特尔少数股权，与此同时，美国芯片设计大厂高通与博通可能在该交易扮演重要角色，因为这两家公司可能透过向新实体下单，确保其顺利过度到营运状态，协助完成该交易。对于高通与博通而言，投资英特尔的IFS将使其更能与台湾的联发科竞争。英特尔美股夜盘拉升，一度大涨近6%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":419,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":403499593974032,"gmtCreate":1739536157344,"gmtModify":1739536159148,"author":{"id":"4192794739270062","authorId":"4192794739270062","name":"小老虎嗷嗷叫","avatar":"https://static.tigerbbs.com/a8e0b9f22d3c4ad5855c6a7985c9b557","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4192794739270062","idStr":"4192794739270062"},"themes":[],"htmlText":"肯定传言。","listText":"肯定传言。","text":"肯定传言。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/403499593974032","repostId":"2511634466","repostType":2,"repost":{"id":"2511634466","kind":"news","pubTimestamp":1739514731,"share":"https://www.laohu8.com/m/news/2511634466?lang=&edition=full","pubTime":"2025-02-14 14:32","market":"us","language":"zh","title":"英特尔迎天降甘霖？与台积电合资传言助力股价飞涨！","url":"https://stock-news.laohu8.com/highlight/detail?id=2511634466","media":"金融界","summary":"英特尔和台积电又将如何抉择？","content":"<p>作者：青枫</p><p>近日，美国芯片巨头<a href=\"https://laohu8.com/S/INTC\">英特尔</a>的股价在经历了近一年的疲弱下跌后，突然有如神助，连续上涨四天，累计涨幅高达26%，直接触及200日均线。这一突如其来的大涨，瞬间引爆了市场热议，而背后的推手，则是一则有关英特尔与<a href=\"https://laohu8.com/S/TSM\">台积电</a>合资的传言。</p><p>作为对比，台积电美股ADR在这四天里总体呈现弱势，累计下跌了1.53%。这一反差明显的走势，更加剧了市场对英特尔与台积电合资传言的关注度和讨论热度。</p><p>传言的源头来自投行Baird的分析师Tristan Gerra。他表示，供应链市场上有传言称，美国政府可能会推动英特尔和台湾芯片代工巨头台积电成立合资企业。据Baird的报告称，英特尔的芯片代工厂可能会分拆为一家新的合资企业，由台积电和英特尔共同拥有，并由台积电负责运营。台积电可能会派遣工程师前往该芯片制造厂，监督2nm和3nm工艺芯片的生产，利用其专业知识确保该工厂的成功以及英特尔未来制造项目的可行性。</p><p>这一消息对于英特尔来说，无疑是天降甘霖。近几个季度以来，英特尔在技术发展上面临瓶颈，经营上也出现了困难。而台积电则在芯片代工领域处于绝对的领先地位，其先进的制造工艺和高效的生产能力，一直是业界公认的佼佼者。如果台积电与英特尔成立合资企业，将有望帮助英特尔脱离困境，同时也有助于促进美国半导体制造业的发展。</p><p>Baird分析师Tristan Gerra声称，虽然该传言目前还没有得到证实，而且这个项目可能需要很长时间才能完成，但该传言有其合理性。他指出，美国政府一直致力于加强本国的半导体产业链，而英特尔作为美国国内最大的芯片制造商，其兴衰直接关系到美国在全球半导体市场的地位。因此，美国政府有可能会出手帮助英特尔脱困，而与台积电的合资，无疑是一个可行的方案。</p><p>值得一提的是，台积电董事会于2月12日至2月14日在美国召开，这是该公司首次在美召开董事会。这一举动被有些市场观察人士当作合资传闻的一个佐证，认为这可能是台积电与英特尔就合资事宜进行洽谈的一个信号。</p><p>就在这则报道出炉的前一天，美国副总统JD·万斯在巴黎发表演讲，大力提倡美国制造芯片，强调最先进的人工智能芯片将继续在美国设计和制造。这一言论似乎也在呼应上文的传言，暗示美国政府将帮助英特尔脱困，并加强本国的半导体制造业。受此影响，英特尔股价应声大涨，投资者对英特尔的未来充满了期待。</p><p>然而，不少芯片行业专家和分析师却对这一传言的真实性和可行性提出了质疑。尤其是考虑到对于台积电来说，这个合资的计划显然是弊大于利。</p><p>台湾资深行业分析师陈子昂指出，英特尔近年表现不佳，在华盛顿眼中已成为累赘。如果美国政府确实在推行这一战略，这是一个聪明的举动——以最少的投资振兴英特尔现有的设施，同时加强美国的半导体供应链。然而，他警告称，这个计划可能会使台积电面临严重的知识产权问题。台积电作为全球领先的芯片代工企业，其核心技术是公司的命脉所在，一旦泄露，后果不堪设想。</p><p>台湾经济研究院（TIER）台湾产业经济数据库研究员刘佩真也指出了合资的潜在风险。她表示，如果台积电与英特尔组建合资企业，台积电将面临技术外流的风险。刘佩真指出，虽然台积电通过合资企业在德国德累斯顿和日本熊本建立了生产设施，但与其合作的当地企业都是其客户，而英特尔则不同——它是台积电的直接竞争对手。如果台积电与英特尔组建合资企业，这家合资企业将不可避免地专注于先进的半导体技术，一旦技术泄露，可能会危及台积电在先进技术方面的领先优势。</p><p>此外，花旗分析师Christopher Danely也表示了对合资传言的疑虑。他认为，如果合资传言为真，台积电将通过提供工程师和其他技术知识“帮助”英特尔的商业代工业务，使该业务能够实现尖端制造，并提供一个可行的美国尖端代工厂。然而，这种安排不太可能成功。花旗分析师指出，英特尔与台积电的工艺生态系统不同，而且如果合资，英特尔员工将不得不采用不同的工作安排，这可能会带来一系列的问题和挑战。</p><p>花旗仍然认为，英特尔应该直接退出代工业务，并重申对该股的中性评级，目标价为21美元——较当日收盘价下跌12.5%。这一观点也反映了市场对英特尔未来发展的不同看法和预期。</p><p>综上所述，英特尔与台积电的合资传言已经引发了市场的广泛关注和热议。虽然这一传言目前还没有得到证实，但其背后的利益纠葛和潜在影响已经不容忽视。对于英特尔来说，与台积电的合资可能是一个脱困的良机；但对于台积电来说，这一计划却充满了风险和挑战。未来，这一传言将如何发展？英特尔和台积电又将如何抉择？让我们拭目以待。</p>","source":"jinrongjie_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>英特尔迎天降甘霖？与台积电合资传言助力股价飞涨！</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\">\n英特尔迎天降甘霖？与台积电合资传言助力股价飞涨！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-14 14:32 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.163.com/dy/article/JOC6T40O0519QIKK.html><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：青枫近日，美国芯片巨头英特尔的股价在经历了近一年的疲弱下跌后，突然有如神助，连续上涨四天，累计涨幅高达26%，直接触及200日均线。这一突如其来的大涨，瞬间引爆了市场热议，而背后的推手，则是一则有关英特尔与台积电合资的传言。作为对比，台积电美股ADR在这四天里总体呈现弱势，累计下跌了1.53%。这一反差明显的走势，更加剧了市场对英特尔与台积电合资传言的关注度和讨论热度。传言的源头来自投行...</p>\n\n<a href=\"https://www.163.com/dy/article/JOC6T40O0519QIKK.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://www.163.com/dy/article/JOC6T40O0519QIKK.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2511634466","content_text":"作者：青枫近日，美国芯片巨头英特尔的股价在经历了近一年的疲弱下跌后，突然有如神助，连续上涨四天，累计涨幅高达26%，直接触及200日均线。这一突如其来的大涨，瞬间引爆了市场热议，而背后的推手，则是一则有关英特尔与台积电合资的传言。作为对比，台积电美股ADR在这四天里总体呈现弱势，累计下跌了1.53%。这一反差明显的走势，更加剧了市场对英特尔与台积电合资传言的关注度和讨论热度。传言的源头来自投行Baird的分析师Tristan Gerra。他表示，供应链市场上有传言称，美国政府可能会推动英特尔和台湾芯片代工巨头台积电成立合资企业。据Baird的报告称，英特尔的芯片代工厂可能会分拆为一家新的合资企业，由台积电和英特尔共同拥有，并由台积电负责运营。台积电可能会派遣工程师前往该芯片制造厂，监督2nm和3nm工艺芯片的生产，利用其专业知识确保该工厂的成功以及英特尔未来制造项目的可行性。这一消息对于英特尔来说，无疑是天降甘霖。近几个季度以来，英特尔在技术发展上面临瓶颈，经营上也出现了困难。而台积电则在芯片代工领域处于绝对的领先地位，其先进的制造工艺和高效的生产能力，一直是业界公认的佼佼者。如果台积电与英特尔成立合资企业，将有望帮助英特尔脱离困境，同时也有助于促进美国半导体制造业的发展。Baird分析师Tristan Gerra声称，虽然该传言目前还没有得到证实，而且这个项目可能需要很长时间才能完成，但该传言有其合理性。他指出，美国政府一直致力于加强本国的半导体产业链，而英特尔作为美国国内最大的芯片制造商，其兴衰直接关系到美国在全球半导体市场的地位。因此，美国政府有可能会出手帮助英特尔脱困，而与台积电的合资，无疑是一个可行的方案。值得一提的是，台积电董事会于2月12日至2月14日在美国召开，这是该公司首次在美召开董事会。这一举动被有些市场观察人士当作合资传闻的一个佐证，认为这可能是台积电与英特尔就合资事宜进行洽谈的一个信号。就在这则报道出炉的前一天，美国副总统JD·万斯在巴黎发表演讲，大力提倡美国制造芯片，强调最先进的人工智能芯片将继续在美国设计和制造。这一言论似乎也在呼应上文的传言，暗示美国政府将帮助英特尔脱困，并加强本国的半导体制造业。受此影响，英特尔股价应声大涨，投资者对英特尔的未来充满了期待。然而，不少芯片行业专家和分析师却对这一传言的真实性和可行性提出了质疑。尤其是考虑到对于台积电来说，这个合资的计划显然是弊大于利。台湾资深行业分析师陈子昂指出，英特尔近年表现不佳，在华盛顿眼中已成为累赘。如果美国政府确实在推行这一战略，这是一个聪明的举动——以最少的投资振兴英特尔现有的设施，同时加强美国的半导体供应链。然而，他警告称，这个计划可能会使台积电面临严重的知识产权问题。台积电作为全球领先的芯片代工企业，其核心技术是公司的命脉所在，一旦泄露，后果不堪设想。台湾经济研究院（TIER）台湾产业经济数据库研究员刘佩真也指出了合资的潜在风险。她表示，如果台积电与英特尔组建合资企业，台积电将面临技术外流的风险。刘佩真指出，虽然台积电通过合资企业在德国德累斯顿和日本熊本建立了生产设施，但与其合作的当地企业都是其客户，而英特尔则不同——它是台积电的直接竞争对手。如果台积电与英特尔组建合资企业，这家合资企业将不可避免地专注于先进的半导体技术，一旦技术泄露，可能会危及台积电在先进技术方面的领先优势。此外，花旗分析师Christopher Danely也表示了对合资传言的疑虑。他认为，如果合资传言为真，台积电将通过提供工程师和其他技术知识“帮助”英特尔的商业代工业务，使该业务能够实现尖端制造，并提供一个可行的美国尖端代工厂。然而，这种安排不太可能成功。花旗分析师指出，英特尔与台积电的工艺生态系统不同，而且如果合资，英特尔员工将不得不采用不同的工作安排，这可能会带来一系列的问题和挑战。花旗仍然认为，英特尔应该直接退出代工业务，并重申对该股的中性评级，目标价为21美元——较当日收盘价下跌12.5%。这一观点也反映了市场对英特尔未来发展的不同看法和预期。综上所述，英特尔与台积电的合资传言已经引发了市场的广泛关注和热议。虽然这一传言目前还没有得到证实，但其背后的利益纠葛和潜在影响已经不容忽视。对于英特尔来说，与台积电的合资可能是一个脱困的良机；但对于台积电来说，这一计划却充满了风险和挑战。未来，这一传言将如何发展？英特尔和台积电又将如何抉择？让我们拭目以待。","news_type":1},"isVote":1,"tweetType":1,"viewCount":689,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":403489379857064,"gmtCreate":1739534189733,"gmtModify":1739534191083,"author":{"id":"4192794739270062","authorId":"4192794739270062","name":"小老虎嗷嗷叫","avatar":"https://static.tigerbbs.com/a8e0b9f22d3c4ad5855c6a7985c9b557","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4192794739270062","idStr":"4192794739270062"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/WRD\">$文远知行(WRD)$&nbsp;</a> 这个收割多少次散户了？","listText":"<a href=\"https://laohu8.com/S/WRD\">$文远知行(WRD)$&nbsp;</a> 这个收割多少次散户了？","text":"$文远知行(WRD)$ 这个收割多少次散户了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/403489379857064","isVote":1,"tweetType":1,"viewCount":638,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402842163794224,"gmtCreate":1739368673640,"gmtModify":1739368675081,"author":{"id":"4192794739270062","authorId":"4192794739270062","name":"小老虎嗷嗷叫","avatar":"https://static.tigerbbs.com/a8e0b9f22d3c4ad5855c6a7985c9b557","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4192794739270062","idStr":"4192794739270062"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>超微电脑卖了再转这个。但愿别长太快","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>超微电脑卖了再转这个。但愿别长太快","text":"$特斯拉(TSLA)$ 超微电脑卖了再转这个。但愿别长太快","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402842163794224","isVote":1,"tweetType":1,"viewCount":644,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402839495307576,"gmtCreate":1739368061038,"gmtModify":1739368062413,"author":{"id":"4192794739270062","authorId":"4192794739270062","name":"小老虎嗷嗷叫","avatar":"https://static.tigerbbs.com/a8e0b9f22d3c4ad5855c6a7985c9b557","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4192794739270062","idStr":"4192794739270062"},"themes":[],"htmlText":"就这个b乱发消息，大跌。人家都说2.25提交报告","listText":"就这个b乱发消息，大跌。人家都说2.25提交报告","text":"就这个b乱发消息，大跌。人家都说2.25提交报告","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402839495307576","repostId":"1108276078","repostType":2,"repost":{"id":"1108276078","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":1739314802,"share":"https://www.laohu8.com/m/news/1108276078?lang=&edition=full","pubTime":"2025-02-12 07:00","market":"hk","language":"zh","title":"超微电脑推迟向SEC递交10 Q报告，美股盘后股价剧震","url":"https://stock-news.laohu8.com/highlight/detail?id=1108276078","media":"老虎资讯综合","summary":"当地时间2月11日，超微电脑预计全年净销售235亿-250亿美元，公司原本预计260亿-300亿美元。预计第二财季调整后每股收益0.58-0.60美元，分析师预期0.64美元，公司原本预计0.56-0.65美元。预计第二财季净销售56亿-57亿美元，公司原本预计55亿-61亿美元。超微电脑推迟向美国证券交易委员会（SEC）递交10 Q报告。超微电脑美股盘后股价剧震，目前涨超8%，此前一度跌超15%。","content":"<html><head></head><body><p>当地时间2月11日，超微电脑预计全年净销售235亿-250亿美元，公司原本预计260亿-300亿美元。预计第二财季调整后每股收益0.58-0.60美元，分析师预期0.64美元，公司原本预计0.56-0.65美元。预计第二财季净销售56亿-57亿美元，公司原本预计55亿-61亿美元。</p><p>超微电脑推迟向美国证券交易委员会（SEC）递交10 Q报告。超微电脑美股盘后股价剧震，目前涨超8%，此前一度跌超15%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d57b8a278a35ab438a940e49a2977cba\" title=\"\" tg-width=\"814\" tg-height=\"696\"/></p><p></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\" />\n<title>超微电脑推迟向SEC递交10 Q报告，美股盘后股价剧震</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; 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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超微电脑推迟向SEC递交10 Q报告，美股盘后股价剧震\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\">2025-02-12 07:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>当地时间2月11日，超微电脑预计全年净销售235亿-250亿美元，公司原本预计260亿-300亿美元。预计第二财季调整后每股收益0.58-0.60美元，分析师预期0.64美元，公司原本预计0.56-0.65美元。预计第二财季净销售56亿-57亿美元，公司原本预计55亿-61亿美元。</p><p>超微电脑推迟向美国证券交易委员会（SEC）递交10 Q报告。超微电脑美股盘后股价剧震，目前涨超8%，此前一度跌超15%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d57b8a278a35ab438a940e49a2977cba\" title=\"\" tg-width=\"814\" tg-height=\"696\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7f08d8809bfd8369ea47a340cf4f0975","relate_stocks":{"SMCI":"超微电脑"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108276078","content_text":"当地时间2月11日，超微电脑预计全年净销售235亿-250亿美元，公司原本预计260亿-300亿美元。预计第二财季调整后每股收益0.58-0.60美元，分析师预期0.64美元，公司原本预计0.56-0.65美元。预计第二财季净销售56亿-57亿美元，公司原本预计55亿-61亿美元。超微电脑推迟向美国证券交易委员会（SEC）递交10 Q报告。超微电脑美股盘后股价剧震，目前涨超8%，此前一度跌超15%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":402,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402833771716744,"gmtCreate":1739366191980,"gmtModify":1739366193077,"author":{"id":"4192794739270062","authorId":"4192794739270062","name":"小老虎嗷嗷叫","avatar":"https://static.tigerbbs.com/a8e0b9f22d3c4ad5855c6a7985c9b557","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4192794739270062","idStr":"4192794739270062"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a> 疯狂","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a> 疯狂","text":"$超微电脑(SMCI)$ 疯狂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402833771716744","isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402646441202176,"gmtCreate":1739320901732,"gmtModify":1739320903530,"author":{"id":"4192794739270062","authorId":"4192794739270062","name":"小老虎嗷嗷叫","avatar":"https://static.tigerbbs.com/a8e0b9f22d3c4ad5855c6a7985c9b557","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4192794739270062","idStr":"4192794739270062"},"themes":[],"htmlText":"原计划不是2.25提交吗？","listText":"原计划不是2.25提交吗？","text":"原计划不是2.25提交吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402646441202176","repostId":"1108276078","repostType":2,"repost":{"id":"1108276078","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":1739314802,"share":"https://www.laohu8.com/m/news/1108276078?lang=&edition=full","pubTime":"2025-02-12 07:00","market":"hk","language":"zh","title":"超微电脑推迟向SEC递交10 Q报告，美股盘后股价剧震","url":"https://stock-news.laohu8.com/highlight/detail?id=1108276078","media":"老虎资讯综合","summary":"当地时间2月11日，超微电脑预计全年净销售235亿-250亿美元，公司原本预计260亿-300亿美元。预计第二财季调整后每股收益0.58-0.60美元，分析师预期0.64美元，公司原本预计0.56-0.65美元。预计第二财季净销售56亿-57亿美元，公司原本预计55亿-61亿美元。超微电脑推迟向美国证券交易委员会（SEC）递交10 Q报告。超微电脑美股盘后股价剧震，目前涨超8%，此前一度跌超15%。","content":"<html><head></head><body><p>当地时间2月11日，超微电脑预计全年净销售235亿-250亿美元，公司原本预计260亿-300亿美元。预计第二财季调整后每股收益0.58-0.60美元，分析师预期0.64美元，公司原本预计0.56-0.65美元。预计第二财季净销售56亿-57亿美元，公司原本预计55亿-61亿美元。</p><p>超微电脑推迟向美国证券交易委员会（SEC）递交10 Q报告。超微电脑美股盘后股价剧震，目前涨超8%，此前一度跌超15%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d57b8a278a35ab438a940e49a2977cba\" title=\"\" tg-width=\"814\" tg-height=\"696\"/></p><p></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\" />\n<title>超微电脑推迟向SEC递交10 Q报告，美股盘后股价剧震</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; 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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\">2025-02-12 07:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>当地时间2月11日，超微电脑预计全年净销售235亿-250亿美元，公司原本预计260亿-300亿美元。预计第二财季调整后每股收益0.58-0.60美元，分析师预期0.64美元，公司原本预计0.56-0.65美元。预计第二财季净销售56亿-57亿美元，公司原本预计55亿-61亿美元。</p><p>超微电脑推迟向美国证券交易委员会（SEC）递交10 Q报告。超微电脑美股盘后股价剧震，目前涨超8%，此前一度跌超15%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/d57b8a278a35ab438a940e49a2977cba\" title=\"\" tg-width=\"814\" tg-height=\"696\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7f08d8809bfd8369ea47a340cf4f0975","relate_stocks":{"SMCI":"超微电脑"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108276078","content_text":"当地时间2月11日，超微电脑预计全年净销售235亿-250亿美元，公司原本预计260亿-300亿美元。预计第二财季调整后每股收益0.58-0.60美元，分析师预期0.64美元，公司原本预计0.56-0.65美元。预计第二财季净销售56亿-57亿美元，公司原本预计55亿-61亿美元。超微电脑推迟向美国证券交易委员会（SEC）递交10 Q报告。超微电脑美股盘后股价剧震，目前涨超8%，此前一度跌超15%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402647925899512,"gmtCreate":1739320820804,"gmtModify":1739320822689,"author":{"id":"4192794739270062","authorId":"4192794739270062","name":"小老虎嗷嗷叫","avatar":"https://static.tigerbbs.com/a8e0b9f22d3c4ad5855c6a7985c9b557","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4192794739270062","idStr":"4192794739270062"},"themes":[],"htmlText":"哎，本来就是2.11盘后发布报告，2.25提交报告","listText":"哎，本来就是2.11盘后发布报告，2.25提交报告","text":"哎，本来就是2.11盘后发布报告，2.25提交报告","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402647925899512","repostId":"2510352065","repostType":2,"isVote":1,"tweetType":1,"viewCount":371,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402144436601176,"gmtCreate":1739197900144,"gmtModify":1739253130624,"author":{"id":"4192794739270062","authorId":"4192794739270062","name":"小老虎嗷嗷叫","avatar":"https://static.tigerbbs.com/a8e0b9f22d3c4ad5855c6a7985c9b557","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4192794739270062","idStr":"4192794739270062"},"themes":[],"htmlText":"<a 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今日大涨，必然财报会好。如果高开低走，财报预计不会好[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/402144436601176","isVote":1,"tweetType":1,"viewCount":761,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4192794739270062","authorId":"4192794739270062","name":"小老虎嗷嗷叫","avatar":"https://static.tigerbbs.com/a8e0b9f22d3c4ad5855c6a7985c9b557","crmLevel":1,"crmLevelSwitch":1,"authorIdStr":"4192794739270062","idStr":"4192794739270062"},"content":"美国人起床了，涨的真猛","text":"美国人起床了，涨的真猛","html":"美国人起床了，涨的真猛"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":381163732775224,"gmtCreate":1734101646934,"gmtModify":1734101648636,"author":{"id":"4192794739270062","authorId":"4192794739270062","name":"小老虎嗷嗷叫","avatar":"https://static.tigerbbs.com/a8e0b9f22d3c4ad5855c6a7985c9b557","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4192794739270062","authorIdStr":"4192794739270062"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 20.55。慢慢涨📈吧 过一周再来看","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 20.55。慢慢涨📈吧 过一周再来看","text":"$英特尔(INTC)$ 20.55。慢慢涨📈吧 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英伟达 NVDA不是上了道指吗？为何还是intel呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369830099681720","isVote":1,"tweetType":1,"viewCount":874,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382266993995864,"gmtCreate":1734357848568,"gmtModify":1734357850741,"author":{"id":"4192794739270062","authorId":"4192794739270062","name":"小老虎嗷嗷叫","avatar":"https://static.tigerbbs.com/a8e0b9f22d3c4ad5855c6a7985c9b557","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4192794739270062","authorIdStr":"4192794739270062"},"themes":[],"htmlText":"一会儿intel thor芯片一会儿英伟达thor芯片 鱼龙混杂的消息","listText":"一会儿intel thor芯片一会儿英伟达thor芯片 鱼龙混杂的消息","text":"一会儿intel thor芯片一会儿英伟达thor芯片 鱼龙混杂的消息","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382266993995864","repostId":"1128283379","repostType":2,"repost":{"id":"1128283379","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":1734349322,"share":"https://www.laohu8.com/m/news/1128283379?lang=&edition=full","pubTime":"2024-12-16 19:42","market":"us","language":"zh","title":"英伟达Thor芯片延迟量产，小鹏考虑搁置搭载","url":"https://stock-news.laohu8.com/highlight/detail?id=1128283379","media":"老虎资讯综合","summary":"“预计明年中上车，且还是入门版”。","content":"<html><head></head><body><p>据“36氪汽车”今日报道，英伟达旗舰车载 AI 芯片 Thor 的连续推迟正在加大丢失核心客户的风险。<br/><br/>Thor 原本计划 2024 年中量产，现已大幅推迟，“预计明年中上车，且还是入门版”。该媒体援引多方信源消息称，其推迟影响着一些国内车企的新车产品决策。<br/><br/>小鹏的明年新车正在考虑搁置采用 Thor 芯片。有知情人士表示，小鹏正在加速搭载其自研的智能驾驶芯片“图灵”，且已经流片。小鹏正在测试验证芯片的稳定性和性能，“全栈 NGP 已经在芯片 XP5（小鹏芯片内部代号）上跑起来了。”<br/><br/>蔚来明年没有预订英伟达下一代芯片 Thor。与小鹏情况类似，蔚来今年 7 月宣布其自研的智驾芯片“神玑 NX9031”正式流片。蔚来明年的新车智驾会搭载其自研的芯片“神玑”、英伟达 Orin、地平线，但不会有 Thor。<br/><br/>针对上述信息，小鹏汽车、蔚来汽车均表示不予置评。<br/><br/>此前，比亚迪、极氪、理想等车企此前均宣布将采用 Thor 芯片。<br/><br/>至于“蔚小理”其中的另一家 —— 理想，报道称作为 Thor 首批量产车企之一的理想目前也在自研智驾芯片，项目代号为“舒马赫”。内部人士表示，理想正在预研“端到端”智能驾驶的下一代方案 VLA（视觉语言动作模型），与其 2026 年量产的智驾芯片搭配，综合效果会更好，“对 Thor 的依赖可能会逐步降低”。</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\" />\n<title>英伟达Thor芯片延迟量产，小鹏考虑搁置搭载</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英伟达Thor芯片延迟量产，小鹏考虑搁置搭载\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\">2024-12-16 19:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据“36氪汽车”今日报道，英伟达旗舰车载 AI 芯片 Thor 的连续推迟正在加大丢失核心客户的风险。<br/><br/>Thor 原本计划 2024 年中量产，现已大幅推迟，“预计明年中上车，且还是入门版”。该媒体援引多方信源消息称，其推迟影响着一些国内车企的新车产品决策。<br/><br/>小鹏的明年新车正在考虑搁置采用 Thor 芯片。有知情人士表示，小鹏正在加速搭载其自研的智能驾驶芯片“图灵”，且已经流片。小鹏正在测试验证芯片的稳定性和性能，“全栈 NGP 已经在芯片 XP5（小鹏芯片内部代号）上跑起来了。”<br/><br/>蔚来明年没有预订英伟达下一代芯片 Thor。与小鹏情况类似，蔚来今年 7 月宣布其自研的智驾芯片“神玑 NX9031”正式流片。蔚来明年的新车智驾会搭载其自研的芯片“神玑”、英伟达 Orin、地平线，但不会有 Thor。<br/><br/>针对上述信息，小鹏汽车、蔚来汽车均表示不予置评。<br/><br/>此前，比亚迪、极氪、理想等车企此前均宣布将采用 Thor 芯片。<br/><br/>至于“蔚小理”其中的另一家 —— 理想，报道称作为 Thor 首批量产车企之一的理想目前也在自研智驾芯片，项目代号为“舒马赫”。内部人士表示，理想正在预研“端到端”智能驾驶的下一代方案 VLA（视觉语言动作模型），与其 2026 年量产的智驾芯片搭配，综合效果会更好，“对 Thor 的依赖可能会逐步降低”。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b967720806d607d3d2197748c077896d","relate_stocks":{"NVDA":"英伟达","XPEV":"小鹏汽车"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128283379","content_text":"据“36氪汽车”今日报道，英伟达旗舰车载 AI 芯片 Thor 的连续推迟正在加大丢失核心客户的风险。Thor 原本计划 2024 年中量产，现已大幅推迟，“预计明年中上车，且还是入门版”。该媒体援引多方信源消息称，其推迟影响着一些国内车企的新车产品决策。小鹏的明年新车正在考虑搁置采用 Thor 芯片。有知情人士表示，小鹏正在加速搭载其自研的智能驾驶芯片“图灵”，且已经流片。小鹏正在测试验证芯片的稳定性和性能，“全栈 NGP 已经在芯片 XP5（小鹏芯片内部代号）上跑起来了。”蔚来明年没有预订英伟达下一代芯片 Thor。与小鹏情况类似，蔚来今年 7 月宣布其自研的智驾芯片“神玑 NX9031”正式流片。蔚来明年的新车智驾会搭载其自研的芯片“神玑”、英伟达 Orin、地平线，但不会有 Thor。针对上述信息，小鹏汽车、蔚来汽车均表示不予置评。此前，比亚迪、极氪、理想等车企此前均宣布将采用 Thor 芯片。至于“蔚小理”其中的另一家 —— 理想，报道称作为 Thor 首批量产车企之一的理想目前也在自研智驾芯片，项目代号为“舒马赫”。内部人士表示，理想正在预研“端到端”智能驾驶的下一代方案 VLA（视觉语言动作模型），与其 2026 年量产的智驾芯片搭配，综合效果会更好，“对 Thor 的依赖可能会逐步降低”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":205,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377608732061848,"gmtCreate":1733219944271,"gmtModify":1733220590226,"author":{"id":"4192794739270062","authorId":"4192794739270062","name":"小老虎嗷嗷叫","avatar":"https://static.tigerbbs.com/a8e0b9f22d3c4ad5855c6a7985c9b557","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4192794739270062","authorIdStr":"4192794739270062"},"themes":[],"htmlText":"英特尔不是英伟达傻傻分不清吗","listText":"英特尔不是英伟达傻傻分不清吗","text":"英特尔不是英伟达傻傻分不清吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377608732061848","repostId":"2488999878","repostType":2,"repost":{"id":"2488999878","kind":"news","pubTimestamp":1733213820,"share":"https://www.laohu8.com/m/news/2488999878?lang=&edition=full","pubTime":"2024-12-03 16:17","market":"us","language":"zh","title":"突发！英伟达CEO突然宣布退休，股价反涨近6%，知情人：业绩不佳，被董事会赶下台","url":"https://stock-news.laohu8.com/highlight/detail?id=2488999878","media":"媒体滚动","summary":"　　当地时间周一，英特尔宣布，首席执行官帕特·基辛格于12月1日退休，并辞去公司董事会职务。　　英特尔表示，公司董事会正物色新的首席执行官人选，期间首席财务官David Zinsner和产品部门负责人MJ Holthaus被任命为临时联席首席执行官，长期董事会成员Frank Yeary将担任临时执行主席。　　帕特·基辛格突然退休的消息令市场感到意外，但投资者似乎将其解读为利好信号，英特尔股价周一一度上涨约6%。","content":"<html><body><div>\n<p>　　来源：华夏时报</p>\n<p>　　当地时间周一（12月2日），<a href=\"https://laohu8.com/S/INTC\">英特尔</a>宣布，首席执行官帕特·基辛格（Pat Gelsinger）于12月1日退休，并辞去公司董事会职务。</p>\n<p>　　英特尔表示，公司董事会正物色新的首席执行官人选，期间首席财务官David Zinsner和产品部门负责人MJ Holthaus被任命为临时联席首席执行官，长期董事会成员Frank Yeary将担任临时执行主席。</p>\n<p cms-style=\"align-Center\">　　<font cms-style=\"strong-Bold align-Center color240\">帕特·基辛格“被迫”离职</font></p>\n<p cms-style=\"align-Center\">　　<font cms-style=\"strong-Bold align-Center color240\">股价一度上涨近6%</font></p>\n<p>　　对于帕特·基辛格的退休，Frank Yeary代表董事会表达了感激之情，并表示，“公司还有许多工作要完成，我们要致力于恢复投资者的信心。作为董事会，我们首要明确的是，我们必须将产品团队置于我们所做工作的中心。随着新的人事任命，我们确保产品团队将获得满足客户需求所需的资源。最终，回归工艺领先地位是产品领先地位的核心，我们将继续专注于这一使命，同时提高效率和盈利能力。”</p>\n<p>　　帕特·基辛格突然退休的消息令市场感到意外，但投资者似乎将其解读为利好信号，英特尔股价周一一度上涨约6%。</p>\n<p>　　据财联社，知情人士透露，在上周的董事会会议上，帕特·基辛格和董事会的冲突达到了不可挽回的地步，<font cms-style=\"strong-Bold\">英特尔董事会认为，帕特·基辛格未能有效地带领公司追赶<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>，并对他的复苏计划缺乏信心。</font></p>\n<p>　　据悉，帕特·基辛格面临退休或被解雇的选择，而他最终选择了结束自己在英特尔的职业生涯。</p>\n<p>　　据悉，Yeary是帕特·基辛格下台的关键推动者。作为英特尔任期最长的董事会成员，Yeary现在需要主持又一次公司CEO的甄选。</p>\n<p cms-style=\"align-Center\">　　<font cms-style=\"strong-Bold align-Center color240\">曾当选“全美最佳CEO”</font></p>\n<p cms-style=\"align-Center\">　　<font cms-style=\"strong-Bold align-Center color240\">在动荡期回归<font cms-style=\"strong-Bold align-Center color240\">英特尔</font></font></p>\n<p>　　出生于1961年，现年63岁的帕特·基辛格在英特尔的工作经历横跨30多年，中间曾离开公司12年后再度回归。</p>\n<p>　　1979年，帕特·基辛格首次加入英特尔，担任一名质量控制技术员。在英特尔传奇CEO安迪·格罗夫（Andy Grove）的领导下，基辛格参与了多个关键项目，包括80386、80486处理器的设计。</p>\n<p>　　由于深受安迪·格罗夫赏识，帕特·基辛格一路晋升。1993年，32岁的帕特·基辛格成为英特尔历史上最年轻的高级副总裁，2001年升任英特尔的首席技术官（CTO）。</p>\n<p>　　2009年，帕特·基辛格离开英特尔，加入EMC任职信息基础架构产品事业部总裁。2012年，他出任EMC旗下虚拟机软件公司VMware CEO。</p>\n<p>　　在帕特·基辛格的领导下，VMware年营收从2012年的45亿美元增长到2020年的120亿美元，翻了近三倍。同时，他还领导VMware从一家虚拟化软件的公司成功转型为云计算服务厂商。2019年，凭借领导VMware的出色成绩，基辛格当选“全美最佳CEO”。</p>\n<p>　　2021年，帕特·基辛格离开VMware，回归英特尔，接替任期不满3年的罗伯特·斯旺（Robert Swan）出任CEO。</p>\n<p>　　2021年的英特尔正处于动荡期。虽然营收与利润规模依然巨大，但公司正在与各方竞争对手的包围中面临严峻挑战。</p>\n<p>　　一方面，在与<a href=\"https://laohu8.com/S/QCOM\">高通</a>的竞争中错失掉智能手机移动终端处理器市场的增长机遇后，英特尔在AI与高性能计算的数据中心业务领域又面临英伟达、AMD的挑战；另一方面，英特尔在先进制程芯片10纳米、7纳米两代制程受阻，进度明显领落后于<a href=\"https://laohu8.com/S/TSM\">台积电</a>、<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>。由于7纳米制程的技术量产困难，英特尔当年首次将部分关键业务CPU的7纳米芯片交由台积电代工。</p>\n<p>　　也是在2021年，三星超过英特尔，成为全球最大的半导体公司。这也是英特尔自2017年以来首次让出这一位置。</p>\n<p cms-style=\"align-Center\">　　<font cms-style=\"strong-Bold align-Center color240\">从行业巨头到“昔日王者”</font></p>\n<p cms-style=\"align-Center\">　　<font cms-style=\"strong-Bold align-Center\"><font cms-style=\"strong-Bold align-Center color240\">今年以来英特尔股价下跌了约50%</font></font><font cms-style=\"align-Center color240\"></font></p>\n<p>　　近年来，英特尔逐渐被视为半导体行业的“昔日王者”。</p>\n<p>　　作为芯片行业历史最悠久的公司之一，英特尔没有采用业内流行的无晶圆厂（Fabless）模式，即只做芯片设计，而将制造交由台积电、三星代工，而是少有的集芯片设计与制造于一身的IDM厂商（Integrated Device Manufacturer）。</p>\n<p>　　英特尔的代工业务曾经一度占据市场领先地位，但在2010年之后很快被台积电、三星反超。2017年至2021年期间，英特尔先后在10纳米、7纳米两代先进制程工艺上掉队，彻底沦为全球代工市场的边缘角色。</p>\n<p>　　与此同时，英特尔的业绩持续受到外界质疑。<font cms-style=\"strong-Bold\">2024年第三季度，英特尔营收133亿美元，同比下降6%，净亏损高达166亿美元，同比由盈转亏，刷新了英特尔的亏损纪录。</font>对于本次巨额亏损，英特尔表示这是受减值（159亿美元）和重组费用（28亿美元）的影响，并称公司进行自1968年成立以来最具开创性的重组过程之一。<font cms-style=\"strong-Bold\">财报公布一天之后，道琼斯指数将英特尔从成分股中剔除，换进英伟达。</font></p>\n<p>　　今年9月，有媒体报道称，高通公司考虑收购陷入困境的英特尔。不过，最新报道称，高通收购英特尔的兴趣已经降温，原因是收购全部英特尔业务的复杂性降低了这笔交易对高通的吸引力。</p>\n<p>　　在英伟达市值一度突破3.6万亿美元，成为全球最有价值公司的情况下，英特尔的市值却已不到2021年的一半，今年早些时候甚至一度跌破1000亿美元。英特尔股价近期一度下滑至18美元/股，创2013年来的新低。</p>\n<p>　　今年初以来，因收入增长不及预期以及在人工智能热潮中表现不佳，英特尔股价一度下跌超过50%，市值跌至1000亿美元之下，成为科技巨头中表现最糟糕的一家。</p>\n<p>　　来源：财联社、界面新闻、上海证券报、第一财经</p>\n<p>　　▪</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：王若云 </p>\n</div></body></html>","source":"sina","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>突发！英伟达CEO突然宣布退休，股价反涨近6%，知情人：业绩不佳，被董事会赶下台</title>\n<style 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href=\"https://finance.sina.com.cn/wm/2024-12-03/doc-incyekxt4900345.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","SNVD.UK":"LS -1X NVIDIA","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","NVD":"GraniteShares 2x Short NVDA Daily ETF","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","NVDD":"Direxion Daily NVDA Bear 1X Shares","LU1069344957.HKD":"AB 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(USD) ACC","BK4588":"碎股","SG9999014542.SGD":"United Income Focus Trust Acc SGD","BK4503":"景林资产持仓","2NVD.UK":"2X NVIDIA ETP","NVDX":"T-REX 2X LONG NVIDIA DAILY TARGET ETF","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC"},"source_url":"https://finance.sina.com.cn/wm/2024-12-03/doc-incyekxt4900345.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2488999878","content_text":"来源：华夏时报\n　　当地时间周一（12月2日），英特尔宣布，首席执行官帕特·基辛格（Pat Gelsinger）于12月1日退休，并辞去公司董事会职务。\n　　英特尔表示，公司董事会正物色新的首席执行官人选，期间首席财务官David Zinsner和产品部门负责人MJ Holthaus被任命为临时联席首席执行官，长期董事会成员Frank Yeary将担任临时执行主席。\n　　帕特·基辛格“被迫”离职\n　　股价一度上涨近6%\n　　对于帕特·基辛格的退休，Frank Yeary代表董事会表达了感激之情，并表示，“公司还有许多工作要完成，我们要致力于恢复投资者的信心。作为董事会，我们首要明确的是，我们必须将产品团队置于我们所做工作的中心。随着新的人事任命，我们确保产品团队将获得满足客户需求所需的资源。最终，回归工艺领先地位是产品领先地位的核心，我们将继续专注于这一使命，同时提高效率和盈利能力。”\n　　帕特·基辛格突然退休的消息令市场感到意外，但投资者似乎将其解读为利好信号，英特尔股价周一一度上涨约6%。\n　　据财联社，知情人士透露，在上周的董事会会议上，帕特·基辛格和董事会的冲突达到了不可挽回的地步，英特尔董事会认为，帕特·基辛格未能有效地带领公司追赶英伟达，并对他的复苏计划缺乏信心。\n　　据悉，帕特·基辛格面临退休或被解雇的选择，而他最终选择了结束自己在英特尔的职业生涯。\n　　据悉，Yeary是帕特·基辛格下台的关键推动者。作为英特尔任期最长的董事会成员，Yeary现在需要主持又一次公司CEO的甄选。\n　　曾当选“全美最佳CEO”\n　　在动荡期回归英特尔\n　　出生于1961年，现年63岁的帕特·基辛格在英特尔的工作经历横跨30多年，中间曾离开公司12年后再度回归。\n　　1979年，帕特·基辛格首次加入英特尔，担任一名质量控制技术员。在英特尔传奇CEO安迪·格罗夫（Andy Grove）的领导下，基辛格参与了多个关键项目，包括80386、80486处理器的设计。\n　　由于深受安迪·格罗夫赏识，帕特·基辛格一路晋升。1993年，32岁的帕特·基辛格成为英特尔历史上最年轻的高级副总裁，2001年升任英特尔的首席技术官（CTO）。\n　　2009年，帕特·基辛格离开英特尔，加入EMC任职信息基础架构产品事业部总裁。2012年，他出任EMC旗下虚拟机软件公司VMware CEO。\n　　在帕特·基辛格的领导下，VMware年营收从2012年的45亿美元增长到2020年的120亿美元，翻了近三倍。同时，他还领导VMware从一家虚拟化软件的公司成功转型为云计算服务厂商。2019年，凭借领导VMware的出色成绩，基辛格当选“全美最佳CEO”。\n　　2021年，帕特·基辛格离开VMware，回归英特尔，接替任期不满3年的罗伯特·斯旺（Robert Swan）出任CEO。\n　　2021年的英特尔正处于动荡期。虽然营收与利润规模依然巨大，但公司正在与各方竞争对手的包围中面临严峻挑战。\n　　一方面，在与高通的竞争中错失掉智能手机移动终端处理器市场的增长机遇后，英特尔在AI与高性能计算的数据中心业务领域又面临英伟达、AMD的挑战；另一方面，英特尔在先进制程芯片10纳米、7纳米两代制程受阻，进度明显领落后于台积电、三星。由于7纳米制程的技术量产困难，英特尔当年首次将部分关键业务CPU的7纳米芯片交由台积电代工。\n　　也是在2021年，三星超过英特尔，成为全球最大的半导体公司。这也是英特尔自2017年以来首次让出这一位置。\n　　从行业巨头到“昔日王者”\n　　今年以来英特尔股价下跌了约50%\n　　近年来，英特尔逐渐被视为半导体行业的“昔日王者”。\n　　作为芯片行业历史最悠久的公司之一，英特尔没有采用业内流行的无晶圆厂（Fabless）模式，即只做芯片设计，而将制造交由台积电、三星代工，而是少有的集芯片设计与制造于一身的IDM厂商（Integrated Device Manufacturer）。\n　　英特尔的代工业务曾经一度占据市场领先地位，但在2010年之后很快被台积电、三星反超。2017年至2021年期间，英特尔先后在10纳米、7纳米两代先进制程工艺上掉队，彻底沦为全球代工市场的边缘角色。\n　　与此同时，英特尔的业绩持续受到外界质疑。2024年第三季度，英特尔营收133亿美元，同比下降6%，净亏损高达166亿美元，同比由盈转亏，刷新了英特尔的亏损纪录。对于本次巨额亏损，英特尔表示这是受减值（159亿美元）和重组费用（28亿美元）的影响，并称公司进行自1968年成立以来最具开创性的重组过程之一。财报公布一天之后，道琼斯指数将英特尔从成分股中剔除，换进英伟达。\n　　今年9月，有媒体报道称，高通公司考虑收购陷入困境的英特尔。不过，最新报道称，高通收购英特尔的兴趣已经降温，原因是收购全部英特尔业务的复杂性降低了这笔交易对高通的吸引力。\n　　在英伟达市值一度突破3.6万亿美元，成为全球最有价值公司的情况下，英特尔的市值却已不到2021年的一半，今年早些时候甚至一度跌破1000亿美元。英特尔股价近期一度下滑至18美元/股，创2013年来的新低。\n　　今年初以来，因收入增长不及预期以及在人工智能热潮中表现不佳，英特尔股价一度下跌超过50%，市值跌至1000亿美元之下，成为科技巨头中表现最糟糕的一家。\n　　来源：财联社、界面新闻、上海证券报、第一财经\n　　▪\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王若云","news_type":1},"isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}