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10-24

$英特尔(INTC)$ 还有6交易日叠加一个利好有望挑战50大关卡本月

10-21

$甲骨文(ORCL)$ 高位你们敢买，低位你们反而不敢重仓买，三根大阴线从三天前最高点到底部差不多20%那请问筹码谁拿走了，价值投资，看好未来5年，只要AI不破灭，就离不开甲骨文

10-17

该上车的上车该下车的下车基本面没有什么问题

甲骨文盘中大跌8%，投资者质疑AI云业务盈利能力

10-15

$英特尔(INTC)$ GPU+CPU，AI电脑INTC将大卖！下面就是个大P C厂家签约消息了接着来一浪，目标50

10-15

$英特尔(INTC)$ 美银证券管理出来走两步？你敢对抗川普的MAGA？35是底，你可能搞错了

10-14

美银证券目光短浅鉴定完毕

半导体股多数下跌，英特尔跌超6%，美银下调其评级

10-13

$英特尔(INTC)$ 民用芯片稀土可以获批，管制又不是不给，影响微乎其微，对于台积电利空，所以竞争对手就是利好看多，加上MAGA本土制造业再造辉煌，各大佬都来拍川普最好的方式就是花点钱投喂INTC，股价拉起来了川普有面子也会开心。18A首先给自家产品量产上，3个月内良品率就会不断攀升，拿下其他大佬的芯片订单不在话下，18A Q4最晚2026Q1就会有体现，18A稳了，14A就该轮流上台了，AI还在建设周期需要大量的X86 CPU，也是重点是利好！加上近期涨价利润上浮明显Q4一定是黑马，本月有望挑战45甚至50！

10-10

汇丰是反向指标，就没准过

汇丰下调英特尔评级至“减持”，指其近期55%股价涨幅“不可持续”

10-08

该特朗普上场了！

苏姿丰回应AMD与英特尔合作传闻，态度模棱两可，引人联想

10-06

$英特尔(INTC)$ 该你表演了， ⛽️⛽️⛽️

10-06

$英特尔(INTC)$ 快上车普天同庆，大算力离不开INT C X86 CPU

10-06

$英特尔(INTC)$ AMD接大单你跌什么？莫名其妙

09-26

META不是刚给他200亿订单

09-25

$英特尔(INTC)$ 今晚目标12%加油

09-23

$甲骨文(ORCL)$ 反应过度、高官减持那么一点点股票就暴跌5%、反应过度了

09-23

$甲骨文(ORCL)$ 利好这么多资本为什么随意看空甲骨文呢

09-19

$英特尔(INTC)$ 没有拿到筹码的机构唱空，大家别轻易交出筹码

09-16

评级机构的观点也只是猜测、以后像这样猜测性言论应该少发，对了没人夸你、错了就得挨骂何必呢

惠誉评级表示美国政府近期对英特尔公司的股权投资标志着其产业政策的升级可能会给全球半导体行业带来出乎预料的大范围效率扭曲。

09-13

$英特尔(INTC)$ 被装了快上去，最近部署那么多机房，你CPU卖疯了

09-11

重大利好

功耗降低35% Intel重申14A工艺信心：已吸取18A工艺教训

去老虎APP查看更多动态

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高位你们敢买，低位你们反而不敢重仓买，三根大阴线从三天前最高点到底部差不多20%那请问筹码谁拿走了，价值投资，看好未来5年，只要AI不破灭，就离不开甲骨文","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/491386266075984","isVote":1,"tweetType":1,"viewCount":4172,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":490216145887560,"gmtCreate":1760709168634,"gmtModify":1760709170989,"author":{"id":"4204179768477690","authorId":"4204179768477690","name":"perxuni","avatar":"https://static.tigerbbs.com/33616ebe2d7465af2b2b7f0086039240","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4204179768477690","authorIdStr":"4204179768477690"},"themes":[],"htmlText":"该上车的上车该下车的下车基本面没有什么问题","listText":"该上车的上车该下车的下车基本面没有什么问题","text":"该上车的上车该下车的下车基本面没有什么问题","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/490216145887560","repostId":"1157852882","repostType":2,"repost":{"id":"1157852882","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1760708077,"share":"https://www.laohu8.com/m/news/1157852882?lang=&edition=full","pubTime":"2025-10-17 21:34","market":"us","language":"zh","title":"甲骨文盘中大跌8%，投资者质疑AI云业务盈利能力","url":"https://stock-news.laohu8.com/highlight/detail?id=1157852882","media":"异动解读","summary":"分析师对甲骨文的前景看法不一。","content":"<html><head></head><body><p>周五， <a href=\"https://laohu8.com/S/ORCL\">甲骨文</a> 低开低走，盘中跌幅扩大至8%。在周四举行的AI World大会上，甲骨文宣布了一系列令人瞩目的业务目标。公司预计到2030财年云基础设施收入将达到1660亿美元，占总收入的近75%。联席CEO克莱·马古伊克还表示，公司在过去30天内已签订了价值650亿美元的新云基础设施合同。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c1fb4057138f4ac3415b9d79ddb0eb1\" tg-width=\"560\" tg-height=\"240\"/></p><p>然而，有报道质疑甲骨文AI云业务的盈利能力。<strong>据The Information报道，该公司过去五个季度GPU租赁业务的毛利率仅为16%左右。</strong>对此，马古伊克回应称，考虑到整个客户合同周期，AI基础设施业务的调整后毛利率预计将达到30%至40%。</p><p>分析师对甲骨文的前景看法不一。巴克莱将公司目标价上调至400美元，而部分华尔街分析师则对甲骨文实现如此快速增长的能力表示怀疑。投资者似乎更倾向于后一种观点，导致股价下跌。</p><p>尽管甲骨文在AI和云计算领域扩张势头强劲，但投资者显然担心这种快速增长可能会影响公司的盈利能力。未来几个季度的财务表现将是验证甲骨文战略的关键。</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>甲骨文盘中大跌8%，投资者质疑AI云业务盈利能力</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; 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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\">\n甲骨文盘中大跌8%，投资者质疑AI云业务盈利能力\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-10-17 21:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周五， <a href=\"https://laohu8.com/S/ORCL\">甲骨文</a> 低开低走，盘中跌幅扩大至8%。在周四举行的AI World大会上，甲骨文宣布了一系列令人瞩目的业务目标。公司预计到2030财年云基础设施收入将达到1660亿美元，占总收入的近75%。联席CEO克莱·马古伊克还表示，公司在过去30天内已签订了价值650亿美元的新云基础设施合同。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c1fb4057138f4ac3415b9d79ddb0eb1\" tg-width=\"560\" tg-height=\"240\"/></p><p>然而，有报道质疑甲骨文AI云业务的盈利能力。<strong>据The Information报道，该公司过去五个季度GPU租赁业务的毛利率仅为16%左右。</strong>对此，马古伊克回应称，考虑到整个客户合同周期，AI基础设施业务的调整后毛利率预计将达到30%至40%。</p><p>分析师对甲骨文的前景看法不一。巴克莱将公司目标价上调至400美元，而部分华尔街分析师则对甲骨文实现如此快速增长的能力表示怀疑。投资者似乎更倾向于后一种观点，导致股价下跌。</p><p>尽管甲骨文在AI和云计算领域扩张势头强劲，但投资者显然担心这种快速增长可能会影响公司的盈利能力。未来几个季度的财务表现将是验证甲骨文战略的关键。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c35c8a27605936ee42c5dc8842ec36a","relate_stocks":{"ORCL":"甲骨文"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157852882","content_text":"周五， 甲骨文 低开低走，盘中跌幅扩大至8%。在周四举行的AI World大会上，甲骨文宣布了一系列令人瞩目的业务目标。公司预计到2030财年云基础设施收入将达到1660亿美元，占总收入的近75%。联席CEO克莱·马古伊克还表示，公司在过去30天内已签订了价值650亿美元的新云基础设施合同。然而，有报道质疑甲骨文AI云业务的盈利能力。据The Information报道，该公司过去五个季度GPU租赁业务的毛利率仅为16%左右。对此，马古伊克回应称，考虑到整个客户合同周期，AI基础设施业务的调整后毛利率预计将达到30%至40%。分析师对甲骨文的前景看法不一。巴克莱将公司目标价上调至400美元，而部分华尔街分析师则对甲骨文实现如此快速增长的能力表示怀疑。投资者似乎更倾向于后一种观点，导致股价下跌。尽管甲骨文在AI和云计算领域扩张势头强劲，但投资者显然担心这种快速增长可能会影响公司的盈利能力。未来几个季度的财务表现将是验证甲骨文战略的关键。","news_type":1,"symbols_score_info":{"ORCL":1}},"isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489206701769552,"gmtCreate":1760462876351,"gmtModify":1760462878356,"author":{"id":"4204179768477690","authorId":"4204179768477690","name":"perxuni","avatar":"https://static.tigerbbs.com/33616ebe2d7465af2b2b7f0086039240","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4204179768477690","authorIdStr":"4204179768477690"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> GPU+CPU，AI电脑INTC将大卖！下面就是个大P C厂家签约消息了接着来一浪，目标50","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> GPU+CPU，AI电脑INTC将大卖！下面就是个大P C厂家签约消息了接着来一浪，目标50","text":"$英特尔(INTC)$ GPU+CPU，AI电脑INTC将大卖！下面就是个大P C厂家签约消息了接着来一浪，目标50","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489206701769552","isVote":1,"tweetType":1,"viewCount":714,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489194704736544,"gmtCreate":1760459232344,"gmtModify":1760459234296,"author":{"id":"4204179768477690","authorId":"4204179768477690","name":"perxuni","avatar":"https://static.tigerbbs.com/33616ebe2d7465af2b2b7f0086039240","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4204179768477690","authorIdStr":"4204179768477690"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 美银证券管理出来走两步？你敢对抗川普的MAGA？35是底，你可能搞错了","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 美银证券管理出来走两步？你敢对抗川普的MAGA？35是底，你可能搞错了","text":"$英特尔(INTC)$ 美银证券管理出来走两步？你敢对抗川普的MAGA？35是底，你可能搞错了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489194704736544","isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489160305115672,"gmtCreate":1760450837772,"gmtModify":1760450840099,"author":{"id":"4204179768477690","authorId":"4204179768477690","name":"perxuni","avatar":"https://static.tigerbbs.com/33616ebe2d7465af2b2b7f0086039240","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4204179768477690","authorIdStr":"4204179768477690"},"themes":[],"htmlText":"美银证券目光短浅鉴定完毕","listText":"美银证券目光短浅鉴定完毕","text":"美银证券目光短浅鉴定完毕","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489160305115672","repostId":"1132737370","repostType":2,"repost":{"id":"1132737370","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":1760450418,"share":"https://www.laohu8.com/m/news/1132737370?lang=&edition=full","pubTime":"2025-10-14 22:00","market":"us","language":"zh","title":"半导体股多数下跌，英特尔跌超6%，美银下调其评级","url":"https://stock-news.laohu8.com/highlight/detail?id=1132737370","media":"老虎资讯综合","summary":"英特尔的竞争前景依然严峻。","content":"<html><head></head><body><p>周二，半导体股多数下跌。 <a href=\"https://laohu8.com/S/INTC\">英特尔</a> 跌超6%，消息面上，美银证券将英特尔评级从“中性”下调至“跑输大市”，同时维持原有预测与目标价34美元不变。该行指，近期英特尔市值暴增800亿美元已过度反映其改善的资产负债表与(外部)晶圆代工潜力。与此同时，英特尔的竞争前景依然严峻：缺乏明确的AI产品组合及战略、伺服器CPU缺乏竞争力，且相较过去更难剥离亏损的制造业务。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c2fc7d04fe9f68713bd585caa065a1e\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>同时，英伟达、博通、迈威尔科技跌超4%，台积电、美光跌超3%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed0ad8eee48d42b9504c204c9e261dd9\" tg-width=\"560\" tg-height=\"240\"/></p><p>AMD、ARM维持涨势。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b1af5153e4eb9ead15d89994fc430f88\" tg-width=\"560\" tg-height=\"240\"/></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>半导体股多数下跌，英特尔跌超6%，美银下调其评级</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; 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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半导体股多数下跌，英特尔跌超6%，美银下调其评级\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\">2025-10-14 22:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周二，半导体股多数下跌。 <a href=\"https://laohu8.com/S/INTC\">英特尔</a> 跌超6%，消息面上，美银证券将英特尔评级从“中性”下调至“跑输大市”，同时维持原有预测与目标价34美元不变。该行指，近期英特尔市值暴增800亿美元已过度反映其改善的资产负债表与(外部)晶圆代工潜力。与此同时，英特尔的竞争前景依然严峻：缺乏明确的AI产品组合及战略、伺服器CPU缺乏竞争力，且相较过去更难剥离亏损的制造业务。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c2fc7d04fe9f68713bd585caa065a1e\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>同时，英伟达、博通、迈威尔科技跌超4%，台积电、美光跌超3%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed0ad8eee48d42b9504c204c9e261dd9\" tg-width=\"560\" tg-height=\"240\"/></p><p>AMD、ARM维持涨势。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b1af5153e4eb9ead15d89994fc430f88\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"NVDA":"英伟达","INTC":"英特尔","TSM":"台积电","AMD":"美国超微公司"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132737370","content_text":"周二，半导体股多数下跌。 英特尔 跌超6%，消息面上，美银证券将英特尔评级从“中性”下调至“跑输大市”，同时维持原有预测与目标价34美元不变。该行指，近期英特尔市值暴增800亿美元已过度反映其改善的资产负债表与(外部)晶圆代工潜力。与此同时，英特尔的竞争前景依然严峻：缺乏明确的AI产品组合及战略、伺服器CPU缺乏竞争力，且相较过去更难剥离亏损的制造业务。同时，英伟达、博通、迈威尔科技跌超4%，台积电、美光跌超3%。AMD、ARM维持涨势。","news_type":1,"symbols_score_info":{"AMD":1.1,"INTC":1.1,"NVDA":1.1,"TSM":1.1}},"isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":488755841839144,"gmtCreate":1760352477083,"gmtModify":1760352480415,"author":{"id":"4204179768477690","authorId":"4204179768477690","name":"perxuni","avatar":"https://static.tigerbbs.com/33616ebe2d7465af2b2b7f0086039240","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4204179768477690","authorIdStr":"4204179768477690"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v> 民用芯片稀土可以获批，管制又不是不给，影响微乎其微，对于台积电利空，所以竞争对手就是利好看多，加上MAGA本土制造业再造辉煌，各大佬都来拍川普最好的方式就是花点钱投喂INTC，股价拉起来了川普有面子也会开心。18A首先给自家产品量产上，3个月内良品率就会不断攀升，拿下其他大佬的芯片订单不在话下，18A Q4最晚2026Q1就会有体现，18A稳了，14A就该轮流上台了，AI还在建设周期需要大量的X86 CPU，也是重点是利好！加上近期涨价利润上浮明显Q4一定是黑马，本月有望挑战45甚至50！","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v> 民用芯片稀土可以获批，管制又不是不给，影响微乎其微，对于台积电利空，所以竞争对手就是利好看多，加上MAGA本土制造业再造辉煌，各大佬都来拍川普最好的方式就是花点钱投喂INTC，股价拉起来了川普有面子也会开心。18A首先给自家产品量产上，3个月内良品率就会不断攀升，拿下其他大佬的芯片订单不在话下，18A Q4最晚2026Q1就会有体现，18A稳了，14A就该轮流上台了，AI还在建设周期需要大量的X86 CPU，也是重点是利好！加上近期涨价利润上浮明显Q4一定是黑马，本月有望挑战45甚至50！","text":"$英特尔(INTC)$ 民用芯片稀土可以获批，管制又不是不给，影响微乎其微，对于台积电利空，所以竞争对手就是利好看多，加上MAGA本土制造业再造辉煌，各大佬都来拍川普最好的方式就是花点钱投喂INTC，股价拉起来了川普有面子也会开心。18A首先给自家产品量产上，3个月内良品率就会不断攀升，拿下其他大佬的芯片订单不在话下，18A Q4最晚2026Q1就会有体现，18A稳了，14A就该轮流上台了，AI还在建设周期需要大量的X86 CPU，也是重点是利好！加上近期涨价利润上浮明显Q4一定是黑马，本月有望挑战45甚至50！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/488755841839144","isVote":1,"tweetType":1,"viewCount":1675,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"idStr":"4092177932484180","authorIdStr":"4092177932484180"},"content":"压一个再批，看谁急？","text":"压一个再批，看谁急？","html":"压一个再批，看谁急？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487469378196168,"gmtCreate":1760039672393,"gmtModify":1760039674621,"author":{"id":"4204179768477690","authorId":"4204179768477690","name":"perxuni","avatar":"https://static.tigerbbs.com/33616ebe2d7465af2b2b7f0086039240","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4204179768477690","authorIdStr":"4204179768477690"},"themes":[],"htmlText":"汇丰是反向指标，就没准过","listText":"汇丰是反向指标，就没准过","text":"汇丰是反向指标，就没准过","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487469378196168","repostId":"2574189880","repostType":2,"repost":{"id":"2574189880","kind":"news","pubTimestamp":1759981720,"share":"https://www.laohu8.com/m/news/2574189880?lang=&edition=full","pubTime":"2025-10-09 11:48","market":"fut","language":"zh","title":"汇丰下调英特尔评级至“减持”，指其近期55%股价涨幅“不可持续”","url":"https://stock-news.laohu8.com/highlight/detail?id=2574189880","media":"智通财经","summary":"智通财经APP获悉，$汇丰$银行发布最新研报，将$英特尔$的股票评级由“持有”下调至“减持”，并指出其近期股价重估“不可持续”。该行分析师弗兰克·李在报告中指出，英特尔股价自8月首次宣布三笔重大交易以来已累计上涨55%，但支撑这一涨幅的交易逻辑存在隐患。值得注意的是，弗兰克·李将英特尔目标价从21.25美元上调至24美元，但评级下调反映了其长期担忧。","content":"<html><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/HSBC\">汇丰</a>银行发布最新研报，将<a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTC.US)的股票评级由“持有”下调至“减持”，并指出其近期股价重估“不可持续”。该行分析师弗兰克·李在报告中指出，英特尔股价自8月首次宣布三笔重大交易以来已累计上涨55%，但支撑这一涨幅的交易逻辑存在隐患。</p><p>具体来看，这三笔交易包括：软银20亿美元战略投资、美国政府111亿美元注资并获得9.9%股权、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>50亿美元投资对应约4%股权。尽管这些交易的定价均较市价折让，但弗兰克·李强调，英特尔的可持续复苏仍取决于其自身晶圆厂的运营表现，而当前股价重估已显过度。</p><p>值得注意的是，弗兰克·李将英特尔目标价从21.25美元上调至24美元，但评级下调反映了其长期担忧。他特别指出，被市场视为关键突破口的<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.US)合作前景不容乐观——台积电对与英特尔代工业务达成技术共享协议兴趣缺失，主要因其已在美国投入超1000亿美元建设多个绿地项目，并将生产及建设重心转移至美国本土。</p><p>从业务层面分析，英特尔晶圆代工部门仍是拖累公司财务的最大包袱。弗兰克·李直言，该业务是拖累公司财务表现的最大因素，且执行力持续低迷。具体技术路径上，英特尔已取消面向外部客户的18A工艺，而14A工艺因缺乏外部客户订单支持，其商业可行性亦受到质疑。在此背景下，与台积电达成技术合作虽可能重塑代工业务格局，但鉴于台积电的战略布局已深度绑定美国市场，此类合作短期内难以落地。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>汇丰下调英特尔评级至“减持”，指其近期55%股价涨幅“不可持续”</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汇丰下调英特尔评级至“减持”，指其近期55%股价涨幅“不可持续”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-09 11:48 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1352966.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，汇丰银行发布最新研报，将英特尔(INTC.US)的股票评级由“持有”下调至“减持”，并指出其近期股价重估“不可持续”。该行分析师弗兰克·李在报告中指出，英特尔股价自8月首次宣布三笔重大交易以来已累计上涨55%，但支撑这一涨幅的交易逻辑存在隐患。具体来看，这三笔交易包括：软银20亿美元战略投资、美国政府111亿美元注资并获得9.9%股权、英伟达50亿美元投资对应约4%股权。尽管...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1352966.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSBC":"汇丰","INTC":"英特尔"},"source_url":"http://www.zhitongcaijing.com/content/detail/1352966.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2574189880","content_text":"智通财经APP获悉，汇丰银行发布最新研报，将英特尔(INTC.US)的股票评级由“持有”下调至“减持”，并指出其近期股价重估“不可持续”。该行分析师弗兰克·李在报告中指出，英特尔股价自8月首次宣布三笔重大交易以来已累计上涨55%，但支撑这一涨幅的交易逻辑存在隐患。具体来看，这三笔交易包括：软银20亿美元战略投资、美国政府111亿美元注资并获得9.9%股权、英伟达50亿美元投资对应约4%股权。尽管这些交易的定价均较市价折让，但弗兰克·李强调，英特尔的可持续复苏仍取决于其自身晶圆厂的运营表现，而当前股价重估已显过度。值得注意的是，弗兰克·李将英特尔目标价从21.25美元上调至24美元，但评级下调反映了其长期担忧。他特别指出，被市场视为关键突破口的台积电(TSM.US)合作前景不容乐观——台积电对与英特尔代工业务达成技术共享协议兴趣缺失，主要因其已在美国投入超1000亿美元建设多个绿地项目，并将生产及建设重心转移至美国本土。从业务层面分析，英特尔晶圆代工部门仍是拖累公司财务的最大包袱。弗兰克·李直言，该业务是拖累公司财务表现的最大因素，且执行力持续低迷。具体技术路径上，英特尔已取消面向外部客户的18A工艺，而14A工艺因缺乏外部客户订单支持，其商业可行性亦受到质疑。在此背景下，与台积电达成技术合作虽可能重塑代工业务格局，但鉴于台积电的战略布局已深度绑定美国市场，此类合作短期内难以落地。","news_type":1,"symbols_score_info":{"HSBC":1.5,"INTC":1.5}},"isVote":1,"tweetType":1,"viewCount":388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487016860721344,"gmtCreate":1759929342741,"gmtModify":1759929944935,"author":{"id":"4204179768477690","authorId":"4204179768477690","name":"perxuni","avatar":"https://static.tigerbbs.com/33616ebe2d7465af2b2b7f0086039240","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4204179768477690","authorIdStr":"4204179768477690"},"themes":[],"htmlText":"该特朗普上场了！","listText":"该特朗普上场了！","text":"该特朗普上场了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487016860721344","repostId":"1167440160","repostType":2,"repost":{"id":"1167440160","kind":"news","pubTimestamp":1759928629,"share":"https://www.laohu8.com/m/news/1167440160?lang=&edition=full","pubTime":"2025-10-08 21:03","market":"us","language":"zh","title":"苏姿丰回应AMD与英特尔合作传闻，态度模棱两可，引人联想","url":"https://stock-news.laohu8.com/highlight/detail?id=1167440160","media":"IT之家","summary":"未来的合作并非完全不可能。","content":"<html><head></head><body><p>科技媒体 Wccftech 昨日（10 月 7 日）发布博文，称针对 <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a> 可能投资 <a href=\"https://laohu8.com/S/INTC\">英特尔</a> 并采用其芯片代工服务的传闻，<strong>AMD 首席执行官苏姿丰在接受彭博社采访时做出回应，但回答依然模棱两可。</strong></p><p style=\"text-align: justify;\">她并未直接否认合作的可能性，但同时强调公司与台积电拥有深度合作的稳固供应链，并重申优先在美国本土进行生产的战略。该媒体认为这种微妙的态度暗示，尽管双方是宿敌，但在当前复杂的产业环境下，未来的合作并非完全不可能。</p><p style=\"text-align: justify;\">当被问及是否会考虑使用英特尔的芯片制造服务时，苏姿丰的回答如下：</p><blockquote><p>众所周知，我们精心管理供应链，并不断拓展供应链“朋友圈”，并加强和现有合作伙伴的联系。而且在整个供应链中，我们与台积电始终保持着深度合作。</p></blockquote><p style=\"text-align: justify;\">但随后她话锋一转，重申了在美国本土生产的战略重要性，<strong>称公司“绝对优先考虑在美国建厂”，构建“美国 AI 技术栈”至关重要，希望竭尽可能地在美国本土完成。</strong></p><p style=\"text-align: justify;\">该媒体指出 AMD 与英特尔合作的最大障碍在于两者是市场上的直接竞争对手。无论是在个人电脑消费市场还是在数据中心领域，双方都存在激烈的竞争关系。因此，在产品层面进行深度协作只会增加业务的复杂性，并可能削弱各自的竞争优势。</p><p style=\"text-align: justify;\">此外，AMD 已与台积电构建了长期且高度优化的供应链体系，贸然引入新的主要供应商将带来巨大的整合挑战，这也是 AMD 在此事上犹豫不决的重要原因。</p><p style=\"text-align: justify;\">尽管障碍重重，但合作的可能性依然存在。一个关键驱动因素是英特尔的技术进展，例如其备受期待的 18A 工艺节点。如果英特尔的制程技术能够展现出足够强大的竞争力，AMD 可能会为了分散供应链风险而选择“双源采购”策略。</p></body></html>","source":"ithome","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>苏姿丰回应AMD与英特尔合作传闻，态度模棱两可，引人联想</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/40beecaaaf225437e56e863eaf333b7b","relate_stocks":{"AMD":"美国超微公司","INTC":"英特尔"},"source_url":"https://www.ithome.com/0/888/007.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167440160","content_text":"科技媒体 Wccftech 昨日（10 月 7 日）发布博文，称针对 美国超微公司 可能投资 英特尔 并采用其芯片代工服务的传闻，AMD 首席执行官苏姿丰在接受彭博社采访时做出回应，但回答依然模棱两可。她并未直接否认合作的可能性，但同时强调公司与台积电拥有深度合作的稳固供应链，并重申优先在美国本土进行生产的战略。该媒体认为这种微妙的态度暗示，尽管双方是宿敌，但在当前复杂的产业环境下，未来的合作并非完全不可能。当被问及是否会考虑使用英特尔的芯片制造服务时，苏姿丰的回答如下：众所周知，我们精心管理供应链，并不断拓展供应链“朋友圈”，并加强和现有合作伙伴的联系。而且在整个供应链中，我们与台积电始终保持着深度合作。但随后她话锋一转，重申了在美国本土生产的战略重要性，称公司“绝对优先考虑在美国建厂”，构建“美国 AI 技术栈”至关重要，希望竭尽可能地在美国本土完成。该媒体指出 AMD 与英特尔合作的最大障碍在于两者是市场上的直接竞争对手。无论是在个人电脑消费市场还是在数据中心领域，双方都存在激烈的竞争关系。因此，在产品层面进行深度协作只会增加业务的复杂性，并可能削弱各自的竞争优势。此外，AMD 已与台积电构建了长期且高度优化的供应链体系，贸然引入新的主要供应商将带来巨大的整合挑战，这也是 AMD 在此事上犹豫不决的重要原因。尽管障碍重重，但合作的可能性依然存在。一个关键驱动因素是英特尔的技术进展，例如其备受期待的 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href=https://www.zhitongcaijing.com/immediately.html?type=usstock><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>惠誉评级表示美国政府近期对英特尔公司的股权投资标志着其产业政策的升级可能会给全球半导体行业带来出乎预料的大范围效率扭曲。干预不太可能对芯片制造商的整体信用状况造成负面影响。惠誉表示：“如果该交易在法律上获得确认看可能会扭曲晶圆代工厂在美国的资本投资其中包括英特尔和目前的晶圆代工领导者台积电（TSMC）并促使无晶圆厂的芯片设计商建立重复的供应链”。</p>\n\n<a href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"159582":"半导体","159813":"芯片","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4591":"室温超导概念","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU0878004406.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" 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href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>被装了快上去，最近部署那么多机房，你CPU卖疯了","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>被装了快上去，最近部署那么多机房，你CPU卖疯了","text":"$英特尔(INTC)$ 被装了快上去，最近部署那么多机房，你CPU卖疯了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477943100006552","isVote":1,"tweetType":1,"viewCount":625,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477195042623696,"gmtCreate":1757525026837,"gmtModify":1757525028493,"author":{"id":"4204179768477690","authorId":"4204179768477690","name":"perxuni","avatar":"https://static.tigerbbs.com/33616ebe2d7465af2b2b7f0086039240","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4204179768477690","authorIdStr":"4204179768477690"},"themes":[],"htmlText":"重大利好","listText":"重大利好","text":"重大利好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477195042623696","repostId":"2566604835","repostType":2,"repost":{"id":"2566604835","kind":"news","pubTimestamp":1757509961,"share":"https://www.laohu8.com/m/news/2566604835?lang=&edition=full","pubTime":"2025-09-10 21:12","market":"us","language":"zh","title":"功耗降低35% Intel重申14A工艺信心：已吸取18A工艺教训","url":"https://stock-news.laohu8.com/highlight/detail?id=2566604835","media":"快科技","summary":"快科技9月10日消息，Intel今年底会量产18A工艺，这是该公司首款GAA结构的晶体管工艺，明年则会是关键的一年，因为要决定下一代14A工艺的命运。Intel公司规划与投资者关系副总裁John Pitzer日前在高盛媒体与技术大会上也再次强调了对14A的信心，表示Intel已经吸取了之前的教训。根据Intel之前公布的信息，14A工艺是18A工艺的下一代，将首次使用High NA EUV光刻机Twinscan EXE：5200B系列，这种光刻机的价格接近4亿美元，是当前EUV光刻机的1.5-2倍，因此14A工艺比18A工艺要贵不少。","content":"<html><body><article><p>快科技9月10日消息，Intel今年底会量产18A工艺，这是该公司首款GAA结构的晶体管工艺，明年则会是关键的一年，因为要决定下一代14A工艺的命运。</p><p>Intel CEO陈立武之前提到过2026年如果没有大客户，14A工艺就不会建厂，这引发了外界对Intel停止建设先进工艺的担忧，但Intel另一面也在不断发布利好，表示没有大客户的几率很小，14A工艺很好很强大等等。</p><p>Intel公司规划与投资者关系副总裁John Pitzer日前在<a href=\"https://laohu8.com/S/GS\">高盛</a>媒体与技术大会上也再次强调了对14A的信心，表示Intel已经吸取了之前的教训。</p><p>18A工艺在开发过程中，主要是针对Intel自己的产品做优化，<strong>而14A不同，一开始就是与外部合作伙伴共同开发，直接针对HPC及移动应用做了优化。</strong></p><p>他们的晶圆代工团队正在努力实现一个目标——不需要大量外部订单就能在2027年实现盈亏平衡。</p><p>根据Intel之前公布的信息，14A工艺是18A工艺的下一代，将首次使用High NA EUV光刻机Twinscan EXE：5200B系列，<strong>这种光刻机的价格接近4亿美元，是当前EUV光刻机的1.5-2倍，因此14A工艺比18A工艺要贵不少。</strong></p><p>但是14A工艺的提升也很明显，每瓦性能提升15-20%，功耗降低25-35%，而且晶体管结构也有新的升级，在不牺牲面积或者功耗的情况下就能提高运行速度。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250910211713744d201dildqgsiqdc\"/></article></body></html>","source":"tencent","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>功耗降低35% Intel重申14A工艺信心：已吸取18A工艺教训</title>\n<style 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CEO陈立武之前提到过2026年如果没有大客户，14A工艺就不会建厂，这引发了外界对Intel停止建设先进工艺的担忧，但Intel另一面也在不断发布利好，表示没有大客户的几率很小，14A工艺很好很强大等等。Intel公司规划与投资者关系...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025091021171795216226&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","BK4515":"5G概念","BK4612":"AI芯片","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4588":"碎股","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","BK4605":"半导体精选","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4529":"IDC概念","BK4554":"元宇宙及AR概念","BK4543":"AI","BK4512":"苹果概念","BK4527":"明星科技股","TC":"Token Cat Ltd","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4141":"半导体产品","INTC":"英特尔","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc 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利好这么多资本为什么随意看空甲骨文呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/481732738297976","isVote":1,"tweetType":1,"viewCount":2191,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4204179768477690","authorId":"4204179768477690","name":"perxuni","avatar":"https://static.tigerbbs.com/33616ebe2d7465af2b2b7f0086039240","crmLevel":9,"crmLevelSwitch":0,"idStr":"4204179768477690","authorIdStr":"4204179768477690"},"content":"就是美国财团本周收购TIKTOK官宣，其中就有ORCL","text":"就是美国财团本周收购TIKTOK官宣，其中就有ORCL","html":"就是美国财团本周收购TIKTOK官宣，其中就有ORCL"},{"author":{"id":"4204179768477690","authorId":"4204179768477690","name":"perxuni","avatar":"https://static.tigerbbs.com/33616ebe2d7465af2b2b7f0086039240","crmLevel":9,"crmLevelSwitch":0,"idStr":"4204179768477690","authorIdStr":"4204179768477690"},"content":"本周TIKTOK美国要官宣了，大家拿住","text":"本周TIKTOK美国要官宣了，大家拿住","html":"本周TIKTOK美国要官宣了，大家拿住"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":488755841839144,"gmtCreate":1760352477083,"gmtModify":1760352480415,"author":{"id":"4204179768477690","authorId":"4204179768477690","name":"perxuni","avatar":"https://static.tigerbbs.com/33616ebe2d7465af2b2b7f0086039240","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4204179768477690","authorIdStr":"4204179768477690"},"themes":[],"htmlText":"<a 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CPU，也是重点是利好！加上近期涨价利润上浮明显Q4一定是黑马，本月有望挑战45甚至50！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/488755841839144","isVote":1,"tweetType":1,"viewCount":1675,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"idStr":"4092177932484180","authorIdStr":"4092177932484180"},"content":"压一个再批，看谁急？","text":"压一个再批，看谁急？","html":"压一个再批，看谁急？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489160305115672,"gmtCreate":1760450837772,"gmtModify":1760450840099,"author":{"id":"4204179768477690","authorId":"4204179768477690","name":"perxuni","avatar":"https://static.tigerbbs.com/33616ebe2d7465af2b2b7f0086039240","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4204179768477690","authorIdStr":"4204179768477690"},"themes":[],"htmlText":"美银证券目光短浅鉴定完毕","listText":"美银证券目光短浅鉴定完毕","text":"美银证券目光短浅鉴定完毕","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489160305115672","repostId":"1132737370","repostType":2,"repost":{"id":"1132737370","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":1760450418,"share":"https://www.laohu8.com/m/news/1132737370?lang=&edition=full","pubTime":"2025-10-14 22:00","market":"us","language":"zh","title":"半导体股多数下跌，英特尔跌超6%，美银下调其评级","url":"https://stock-news.laohu8.com/highlight/detail?id=1132737370","media":"老虎资讯综合","summary":"英特尔的竞争前景依然严峻。","content":"<html><head></head><body><p>周二，半导体股多数下跌。 <a href=\"https://laohu8.com/S/INTC\">英特尔</a> 跌超6%，消息面上，美银证券将英特尔评级从“中性”下调至“跑输大市”，同时维持原有预测与目标价34美元不变。该行指，近期英特尔市值暴增800亿美元已过度反映其改善的资产负债表与(外部)晶圆代工潜力。与此同时，英特尔的竞争前景依然严峻：缺乏明确的AI产品组合及战略、伺服器CPU缺乏竞争力，且相较过去更难剥离亏损的制造业务。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c2fc7d04fe9f68713bd585caa065a1e\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>同时，英伟达、博通、迈威尔科技跌超4%，台积电、美光跌超3%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed0ad8eee48d42b9504c204c9e261dd9\" tg-width=\"560\" tg-height=\"240\"/></p><p>AMD、ARM维持涨势。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b1af5153e4eb9ead15d89994fc430f88\" tg-width=\"560\" tg-height=\"240\"/></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>半导体股多数下跌，英特尔跌超6%，美银下调其评级</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n半导体股多数下跌，英特尔跌超6%，美银下调其评级\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\">2025-10-14 22:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周二，半导体股多数下跌。 <a href=\"https://laohu8.com/S/INTC\">英特尔</a> 跌超6%，消息面上，美银证券将英特尔评级从“中性”下调至“跑输大市”，同时维持原有预测与目标价34美元不变。该行指，近期英特尔市值暴增800亿美元已过度反映其改善的资产负债表与(外部)晶圆代工潜力。与此同时，英特尔的竞争前景依然严峻：缺乏明确的AI产品组合及战略、伺服器CPU缺乏竞争力，且相较过去更难剥离亏损的制造业务。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c2fc7d04fe9f68713bd585caa065a1e\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>同时，英伟达、博通、迈威尔科技跌超4%，台积电、美光跌超3%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed0ad8eee48d42b9504c204c9e261dd9\" tg-width=\"560\" tg-height=\"240\"/></p><p>AMD、ARM维持涨势。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b1af5153e4eb9ead15d89994fc430f88\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"NVDA":"英伟达","INTC":"英特尔","TSM":"台积电","AMD":"美国超微公司"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132737370","content_text":"周二，半导体股多数下跌。 英特尔 跌超6%，消息面上，美银证券将英特尔评级从“中性”下调至“跑输大市”，同时维持原有预测与目标价34美元不变。该行指，近期英特尔市值暴增800亿美元已过度反映其改善的资产负债表与(外部)晶圆代工潜力。与此同时，英特尔的竞争前景依然严峻：缺乏明确的AI产品组合及战略、伺服器CPU缺乏竞争力，且相较过去更难剥离亏损的制造业务。同时，英伟达、博通、迈威尔科技跌超4%，台积电、美光跌超3%。AMD、ARM维持涨势。","news_type":1,"symbols_score_info":{"AMD":1.1,"INTC":1.1,"NVDA":1.1,"TSM":1.1}},"isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482429269856488,"gmtCreate":1758809776686,"gmtModify":1758809778324,"author":{"id":"4204179768477690","authorId":"4204179768477690","name":"perxuni","avatar":"https://static.tigerbbs.com/33616ebe2d7465af2b2b7f0086039240","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4204179768477690","authorIdStr":"4204179768477690"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 今晚目标12%加油","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 今晚目标12%加油","text":"$英特尔(INTC)$ 今晚目标12%加油","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/482429269856488","isVote":1,"tweetType":1,"viewCount":504,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":471446717112632,"gmtCreate":1756130118081,"gmtModify":1756130119332,"author":{"id":"4204179768477690","authorId":"4204179768477690","name":"perxuni","avatar":"https://static.tigerbbs.com/33616ebe2d7465af2b2b7f0086039240","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4204179768477690","authorIdStr":"4204179768477690"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a> 我就问下有什么可跌的，该修复了","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a> 我就问下有什么可跌的，该修复了","text":"$超微电脑(SMCI)$ 我就问下有什么可跌的，该修复了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/471446717112632","isVote":1,"tweetType":1,"viewCount":407,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487016860721344,"gmtCreate":1759929342741,"gmtModify":1759929944935,"author":{"id":"4204179768477690","authorId":"4204179768477690","name":"perxuni","avatar":"https://static.tigerbbs.com/33616ebe2d7465af2b2b7f0086039240","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4204179768477690","authorIdStr":"4204179768477690"},"themes":[],"htmlText":"该特朗普上场了！","listText":"该特朗普上场了！","text":"该特朗普上场了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487016860721344","repostId":"1167440160","repostType":2,"repost":{"id":"1167440160","kind":"news","pubTimestamp":1759928629,"share":"https://www.laohu8.com/m/news/1167440160?lang=&edition=full","pubTime":"2025-10-08 21:03","market":"us","language":"zh","title":"苏姿丰回应AMD与英特尔合作传闻，态度模棱两可，引人联想","url":"https://stock-news.laohu8.com/highlight/detail?id=1167440160","media":"IT之家","summary":"未来的合作并非完全不可能。","content":"<html><head></head><body><p>科技媒体 Wccftech 昨日（10 月 7 日）发布博文，称针对 <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a> 可能投资 <a href=\"https://laohu8.com/S/INTC\">英特尔</a> 并采用其芯片代工服务的传闻，<strong>AMD 首席执行官苏姿丰在接受彭博社采访时做出回应，但回答依然模棱两可。</strong></p><p style=\"text-align: justify;\">她并未直接否认合作的可能性，但同时强调公司与台积电拥有深度合作的稳固供应链，并重申优先在美国本土进行生产的战略。该媒体认为这种微妙的态度暗示，尽管双方是宿敌，但在当前复杂的产业环境下，未来的合作并非完全不可能。</p><p style=\"text-align: justify;\">当被问及是否会考虑使用英特尔的芯片制造服务时，苏姿丰的回答如下：</p><blockquote><p>众所周知，我们精心管理供应链，并不断拓展供应链“朋友圈”，并加强和现有合作伙伴的联系。而且在整个供应链中，我们与台积电始终保持着深度合作。</p></blockquote><p style=\"text-align: justify;\">但随后她话锋一转，重申了在美国本土生产的战略重要性，<strong>称公司“绝对优先考虑在美国建厂”，构建“美国 AI 技术栈”至关重要，希望竭尽可能地在美国本土完成。</strong></p><p style=\"text-align: justify;\">该媒体指出 AMD 与英特尔合作的最大障碍在于两者是市场上的直接竞争对手。无论是在个人电脑消费市场还是在数据中心领域，双方都存在激烈的竞争关系。因此，在产品层面进行深度协作只会增加业务的复杂性，并可能削弱各自的竞争优势。</p><p style=\"text-align: justify;\">此外，AMD 已与台积电构建了长期且高度优化的供应链体系，贸然引入新的主要供应商将带来巨大的整合挑战，这也是 AMD 在此事上犹豫不决的重要原因。</p><p style=\"text-align: justify;\">尽管障碍重重，但合作的可能性依然存在。一个关键驱动因素是英特尔的技术进展，例如其备受期待的 18A 工艺节点。如果英特尔的制程技术能够展现出足够强大的竞争力，AMD 可能会为了分散供应链风险而选择“双源采购”策略。</p></body></html>","source":"ithome","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>苏姿丰回应AMD与英特尔合作传闻，态度模棱两可，引人联想</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苏姿丰回应AMD与英特尔合作传闻，态度模棱两可，引人联想\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-08 21:03 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.ithome.com/0/888/007.htm><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>科技媒体 Wccftech 昨日（10 月 7 日）发布博文，称针对 美国超微公司 可能投资 英特尔 并采用其芯片代工服务的传闻，AMD 首席执行官苏姿丰在接受彭博社采访时做出回应，但回答依然模棱两可。她并未直接否认合作的可能性，但同时强调公司与台积电拥有深度合作的稳固供应链，并重申优先在美国本土进行生产的战略。该媒体认为这种微妙的态度暗示，尽管双方是宿敌，但在当前复杂的产业环境下，未来的合作并非...</p>\n\n<a href=\"https://www.ithome.com/0/888/007.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/40beecaaaf225437e56e863eaf333b7b","relate_stocks":{"AMD":"美国超微公司","INTC":"英特尔"},"source_url":"https://www.ithome.com/0/888/007.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167440160","content_text":"科技媒体 Wccftech 昨日（10 月 7 日）发布博文，称针对 美国超微公司 可能投资 英特尔 并采用其芯片代工服务的传闻，AMD 首席执行官苏姿丰在接受彭博社采访时做出回应，但回答依然模棱两可。她并未直接否认合作的可能性，但同时强调公司与台积电拥有深度合作的稳固供应链，并重申优先在美国本土进行生产的战略。该媒体认为这种微妙的态度暗示，尽管双方是宿敌，但在当前复杂的产业环境下，未来的合作并非完全不可能。当被问及是否会考虑使用英特尔的芯片制造服务时，苏姿丰的回答如下：众所周知，我们精心管理供应链，并不断拓展供应链“朋友圈”，并加强和现有合作伙伴的联系。而且在整个供应链中，我们与台积电始终保持着深度合作。但随后她话锋一转，重申了在美国本土生产的战略重要性，称公司“绝对优先考虑在美国建厂”，构建“美国 AI 技术栈”至关重要，希望竭尽可能地在美国本土完成。该媒体指出 AMD 与英特尔合作的最大障碍在于两者是市场上的直接竞争对手。无论是在个人电脑消费市场还是在数据中心领域，双方都存在激烈的竞争关系。因此，在产品层面进行深度协作只会增加业务的复杂性，并可能削弱各自的竞争优势。此外，AMD 已与台积电构建了长期且高度优化的供应链体系，贸然引入新的主要供应商将带来巨大的整合挑战，这也是 AMD 在此事上犹豫不决的重要原因。尽管障碍重重，但合作的可能性依然存在。一个关键驱动因素是英特尔的技术进展，例如其备受期待的 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19:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月7日（周四），英特尔盘前短线急速下跌超3%，美国总统特朗普表示，英特尔首席执行官存在严重的利益冲突，必须立即辞职。这个问题没有其他解决办法。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6fd5cc40a05289d035710dc9ffb11869\" tg-width=\"215\" tg-height=\"111\"/></p><p></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"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173597457","content_text":"8月7日（周四），英特尔盘前短线急速下跌超3%，美国总统特朗普表示，英特尔首席执行官存在严重的利益冲突，必须立即辞职。这个问题没有其他解决办法。","news_type":1,"symbols_score_info":{"INTC":1.1}},"isVote":1,"tweetType":1,"viewCount":462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":490216145887560,"gmtCreate":1760709168634,"gmtModify":1760709170989,"author":{"id":"4204179768477690","authorId":"4204179768477690","name":"perxuni","avatar":"https://static.tigerbbs.com/33616ebe2d7465af2b2b7f0086039240","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4204179768477690","authorIdStr":"4204179768477690"},"themes":[],"htmlText":"该上车的上车该下车的下车基本面没有什么问题","listText":"该上车的上车该下车的下车基本面没有什么问题","text":"该上车的上车该下车的下车基本面没有什么问题","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/490216145887560","repostId":"1157852882","repostType":2,"repost":{"id":"1157852882","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1760708077,"share":"https://www.laohu8.com/m/news/1157852882?lang=&edition=full","pubTime":"2025-10-17 21:34","market":"us","language":"zh","title":"甲骨文盘中大跌8%，投资者质疑AI云业务盈利能力","url":"https://stock-news.laohu8.com/highlight/detail?id=1157852882","media":"异动解读","summary":"分析师对甲骨文的前景看法不一。","content":"<html><head></head><body><p>周五， <a href=\"https://laohu8.com/S/ORCL\">甲骨文</a> 低开低走，盘中跌幅扩大至8%。在周四举行的AI World大会上，甲骨文宣布了一系列令人瞩目的业务目标。公司预计到2030财年云基础设施收入将达到1660亿美元，占总收入的近75%。联席CEO克莱·马古伊克还表示，公司在过去30天内已签订了价值650亿美元的新云基础设施合同。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c1fb4057138f4ac3415b9d79ddb0eb1\" tg-width=\"560\" tg-height=\"240\"/></p><p>然而，有报道质疑甲骨文AI云业务的盈利能力。<strong>据The Information报道，该公司过去五个季度GPU租赁业务的毛利率仅为16%左右。</strong>对此，马古伊克回应称，考虑到整个客户合同周期，AI基础设施业务的调整后毛利率预计将达到30%至40%。</p><p>分析师对甲骨文的前景看法不一。巴克莱将公司目标价上调至400美元，而部分华尔街分析师则对甲骨文实现如此快速增长的能力表示怀疑。投资者似乎更倾向于后一种观点，导致股价下跌。</p><p>尽管甲骨文在AI和云计算领域扩张势头强劲，但投资者显然担心这种快速增长可能会影响公司的盈利能力。未来几个季度的财务表现将是验证甲骨文战略的关键。</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>甲骨文盘中大跌8%，投资者质疑AI云业务盈利能力</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n甲骨文盘中大跌8%，投资者质疑AI云业务盈利能力\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-10-17 21:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周五， <a href=\"https://laohu8.com/S/ORCL\">甲骨文</a> 低开低走，盘中跌幅扩大至8%。在周四举行的AI World大会上，甲骨文宣布了一系列令人瞩目的业务目标。公司预计到2030财年云基础设施收入将达到1660亿美元，占总收入的近75%。联席CEO克莱·马古伊克还表示，公司在过去30天内已签订了价值650亿美元的新云基础设施合同。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c1fb4057138f4ac3415b9d79ddb0eb1\" tg-width=\"560\" tg-height=\"240\"/></p><p>然而，有报道质疑甲骨文AI云业务的盈利能力。<strong>据The Information报道，该公司过去五个季度GPU租赁业务的毛利率仅为16%左右。</strong>对此，马古伊克回应称，考虑到整个客户合同周期，AI基础设施业务的调整后毛利率预计将达到30%至40%。</p><p>分析师对甲骨文的前景看法不一。巴克莱将公司目标价上调至400美元，而部分华尔街分析师则对甲骨文实现如此快速增长的能力表示怀疑。投资者似乎更倾向于后一种观点，导致股价下跌。</p><p>尽管甲骨文在AI和云计算领域扩张势头强劲，但投资者显然担心这种快速增长可能会影响公司的盈利能力。未来几个季度的财务表现将是验证甲骨文战略的关键。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c35c8a27605936ee42c5dc8842ec36a","relate_stocks":{"ORCL":"甲骨文"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157852882","content_text":"周五， 甲骨文 低开低走，盘中跌幅扩大至8%。在周四举行的AI World大会上，甲骨文宣布了一系列令人瞩目的业务目标。公司预计到2030财年云基础设施收入将达到1660亿美元，占总收入的近75%。联席CEO克莱·马古伊克还表示，公司在过去30天内已签订了价值650亿美元的新云基础设施合同。然而，有报道质疑甲骨文AI云业务的盈利能力。据The Information报道，该公司过去五个季度GPU租赁业务的毛利率仅为16%左右。对此，马古伊克回应称，考虑到整个客户合同周期，AI基础设施业务的调整后毛利率预计将达到30%至40%。分析师对甲骨文的前景看法不一。巴克莱将公司目标价上调至400美元，而部分华尔街分析师则对甲骨文实现如此快速增长的能力表示怀疑。投资者似乎更倾向于后一种观点，导致股价下跌。尽管甲骨文在AI和云计算领域扩张势头强劲，但投资者显然担心这种快速增长可能会影响公司的盈利能力。未来几个季度的财务表现将是验证甲骨文战略的关键。","news_type":1,"symbols_score_info":{"ORCL":1}},"isVote":1,"tweetType":1,"viewCount":210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489206701769552,"gmtCreate":1760462876351,"gmtModify":1760462878356,"author":{"id":"4204179768477690","authorId":"4204179768477690","name":"perxuni","avatar":"https://static.tigerbbs.com/33616ebe2d7465af2b2b7f0086039240","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4204179768477690","authorIdStr":"4204179768477690"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> GPU+CPU，AI电脑INTC将大卖！下面就是个大P C厂家签约消息了接着来一浪，目标50","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> GPU+CPU，AI电脑INTC将大卖！下面就是个大P C厂家签约消息了接着来一浪，目标50","text":"$英特尔(INTC)$ GPU+CPU，AI电脑INTC将大卖！下面就是个大P C厂家签约消息了接着来一浪，目标50","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489206701769552","isVote":1,"tweetType":1,"viewCount":714,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489194704736544,"gmtCreate":1760459232344,"gmtModify":1760459234296,"author":{"id":"4204179768477690","authorId":"4204179768477690","name":"perxuni","avatar":"https://static.tigerbbs.com/33616ebe2d7465af2b2b7f0086039240","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4204179768477690","authorIdStr":"4204179768477690"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 美银证券管理出来走两步？你敢对抗川普的MAGA？35是底，你可能搞错了","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 美银证券管理出来走两步？你敢对抗川普的MAGA？35是底，你可能搞错了","text":"$英特尔(INTC)$ 美银证券管理出来走两步？你敢对抗川普的MAGA？35是底，你可能搞错了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489194704736544","isVote":1,"tweetType":1,"viewCount":354,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487469378196168,"gmtCreate":1760039672393,"gmtModify":1760039674621,"author":{"id":"4204179768477690","authorId":"4204179768477690","name":"perxuni","avatar":"https://static.tigerbbs.com/33616ebe2d7465af2b2b7f0086039240","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4204179768477690","authorIdStr":"4204179768477690"},"themes":[],"htmlText":"汇丰是反向指标，就没准过","listText":"汇丰是反向指标，就没准过","text":"汇丰是反向指标，就没准过","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487469378196168","repostId":"2574189880","repostType":2,"repost":{"id":"2574189880","kind":"news","pubTimestamp":1759981720,"share":"https://www.laohu8.com/m/news/2574189880?lang=&edition=full","pubTime":"2025-10-09 11:48","market":"fut","language":"zh","title":"汇丰下调英特尔评级至“减持”，指其近期55%股价涨幅“不可持续”","url":"https://stock-news.laohu8.com/highlight/detail?id=2574189880","media":"智通财经","summary":"智通财经APP获悉，$汇丰$银行发布最新研报，将$英特尔$的股票评级由“持有”下调至“减持”，并指出其近期股价重估“不可持续”。该行分析师弗兰克·李在报告中指出，英特尔股价自8月首次宣布三笔重大交易以来已累计上涨55%，但支撑这一涨幅的交易逻辑存在隐患。值得注意的是，弗兰克·李将英特尔目标价从21.25美元上调至24美元，但评级下调反映了其长期担忧。","content":"<html><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/HSBC\">汇丰</a>银行发布最新研报，将<a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTC.US)的股票评级由“持有”下调至“减持”，并指出其近期股价重估“不可持续”。该行分析师弗兰克·李在报告中指出，英特尔股价自8月首次宣布三笔重大交易以来已累计上涨55%，但支撑这一涨幅的交易逻辑存在隐患。</p><p>具体来看，这三笔交易包括：软银20亿美元战略投资、美国政府111亿美元注资并获得9.9%股权、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>50亿美元投资对应约4%股权。尽管这些交易的定价均较市价折让，但弗兰克·李强调，英特尔的可持续复苏仍取决于其自身晶圆厂的运营表现，而当前股价重估已显过度。</p><p>值得注意的是，弗兰克·李将英特尔目标价从21.25美元上调至24美元，但评级下调反映了其长期担忧。他特别指出，被市场视为关键突破口的<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.US)合作前景不容乐观——台积电对与英特尔代工业务达成技术共享协议兴趣缺失，主要因其已在美国投入超1000亿美元建设多个绿地项目，并将生产及建设重心转移至美国本土。</p><p>从业务层面分析，英特尔晶圆代工部门仍是拖累公司财务的最大包袱。弗兰克·李直言，该业务是拖累公司财务表现的最大因素，且执行力持续低迷。具体技术路径上，英特尔已取消面向外部客户的18A工艺，而14A工艺因缺乏外部客户订单支持，其商业可行性亦受到质疑。在此背景下，与台积电达成技术合作虽可能重塑代工业务格局，但鉴于台积电的战略布局已深度绑定美国市场，此类合作短期内难以落地。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>汇丰下调英特尔评级至“减持”，指其近期55%股价涨幅“不可持续”</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汇丰下调英特尔评级至“减持”，指其近期55%股价涨幅“不可持续”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-09 11:48 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1352966.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，汇丰银行发布最新研报，将英特尔(INTC.US)的股票评级由“持有”下调至“减持”，并指出其近期股价重估“不可持续”。该行分析师弗兰克·李在报告中指出，英特尔股价自8月首次宣布三笔重大交易以来已累计上涨55%，但支撑这一涨幅的交易逻辑存在隐患。具体来看，这三笔交易包括：软银20亿美元战略投资、美国政府111亿美元注资并获得9.9%股权、英伟达50亿美元投资对应约4%股权。尽管...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1352966.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSBC":"汇丰","INTC":"英特尔"},"source_url":"http://www.zhitongcaijing.com/content/detail/1352966.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2574189880","content_text":"智通财经APP获悉，汇丰银行发布最新研报，将英特尔(INTC.US)的股票评级由“持有”下调至“减持”，并指出其近期股价重估“不可持续”。该行分析师弗兰克·李在报告中指出，英特尔股价自8月首次宣布三笔重大交易以来已累计上涨55%，但支撑这一涨幅的交易逻辑存在隐患。具体来看，这三笔交易包括：软银20亿美元战略投资、美国政府111亿美元注资并获得9.9%股权、英伟达50亿美元投资对应约4%股权。尽管这些交易的定价均较市价折让，但弗兰克·李强调，英特尔的可持续复苏仍取决于其自身晶圆厂的运营表现，而当前股价重估已显过度。值得注意的是，弗兰克·李将英特尔目标价从21.25美元上调至24美元，但评级下调反映了其长期担忧。他特别指出，被市场视为关键突破口的台积电(TSM.US)合作前景不容乐观——台积电对与英特尔代工业务达成技术共享协议兴趣缺失，主要因其已在美国投入超1000亿美元建设多个绿地项目，并将生产及建设重心转移至美国本土。从业务层面分析，英特尔晶圆代工部门仍是拖累公司财务的最大包袱。弗兰克·李直言，该业务是拖累公司财务表现的最大因素，且执行力持续低迷。具体技术路径上，英特尔已取消面向外部客户的18A工艺，而14A工艺因缺乏外部客户订单支持，其商业可行性亦受到质疑。在此背景下，与台积电达成技术合作虽可能重塑代工业务格局，但鉴于台积电的战略布局已深度绑定美国市场，此类合作短期内难以落地。","news_type":1,"symbols_score_info":{"HSBC":1.5,"INTC":1.5}},"isVote":1,"tweetType":1,"viewCount":388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":486347279245408,"gmtCreate":1759765756898,"gmtModify":1759766660611,"author":{"id":"4204179768477690","authorId":"4204179768477690","name":"perxuni","avatar":"https://static.tigerbbs.com/33616ebe2d7465af2b2b7f0086039240","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4204179768477690","authorIdStr":"4204179768477690"},"themes":[],"htmlText":"<a 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