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一割

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05-04

$英伟达(NVDA)$ 美政府限制英伟达产品出口中国，这对其盈利肯定受影响就看Q2季报啦！

05-03

$可口可乐(KO)$ 周一能不能涨20个点？

05-28

$特斯拉(TSLA)$ 木头姐做多台积电，做空特斯拉估计目前已哭晕在厕所。

05-10

$英伟达(NVDA)$ 美国会不会或者是敢不敢解开英伟达的束缚，特朗普与拜登或许会讨论讨论。

05-16

$洛克希德马丁(LMT)$ 世界第一大军火商，要成体系卖军火了吗？

08-11 23:18

识时务者为俊杰！代工业务给台积电可以增加税收。应当注意汇报用语

特朗普点名要求会面，英特尔CEO周一将赴白宫

06-16

$苹果(AAPL)$ 苹果给木头姐上课，看涨苹果。

05-06

$英伟达(NVDA)$ 世界上很多高科技公司甚至是龙头企业都离不开英伟达，几乎处于垄断地位，似乎在行业内找不到对手。

05-05

$京东(JD)$ 商家为了支持京东，这个价格他们能挣钱吗？

06-05

好像小米3纳米芯片依然离不开台积电

美国突然实施EDA断供博主：接下来台积电2nm只有苹果/高通/联发科

06-05

真的能达到90%吗？是2nm的吗？

台积电2nm良率突破90%，美国厂将量产英伟达AI芯片

06-25

5纳米芯片可能会降价，因为两纳米即将投产

消息称！中微公司5nm刻蚀设备，获台积电订单！

06-12

附近有没有印度布朗式飞弹发射？

波音又添黑历史，787客机发生首起空难，股价应声暴跌

06-06

$特斯拉(TSLA)$ 如果彻底闹掰的话，后续摩擦肯定很激烈。无论谁会占优，股价都会不利。

05-01

$京东(JD)$ 美团和京东达成合作了吗？为什么我点京东秒送的确是穿着美团衣服的给我送？京东完美利用了外卖员。

06-28

$特斯拉(TSLA)$ 应该还有自动驾驶与出租车司机利益爆发冲突

欧洲销量五连跌，马斯克挥刀解雇特斯拉北美及欧洲业务负责人

05-27

$拼多多(PDD)$ 即使市场疲软，拼多多吃的市场份额变大了，然而他付出了一些利润为代价。

05-04

$纳斯达克(.IXIC)$ 可口可乐复权累计下目前已上涨67万倍

08-09

$TSM 20250808 245.0 CALL$ 昨天就应该上250$好烦这些恶意做空的！

08-09

$台积电(TSM)$ 台积电昨天就应该直接创历史新高了，这些恶意做空的。虾仁猪心！

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台积电昨天都应该创历史新高了，第二季度净利是某企业的近百倍！","text":"$台积电(TSM)$ 台积电昨天都应该创历史新高了，第二季度净利是某企业的近百倍！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/465486108565984","isVote":1,"tweetType":1,"viewCount":137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":457822759109392,"gmtCreate":1752810294153,"gmtModify":1752810295411,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$&nbsp;</a><v-v data-views=\"1\"></v-v> 股价可能会飙升到一千美金以上","listText":"<a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$&nbsp;</a><v-v data-views=\"1\"></v-v> 股价可能会飙升到一千美金以上","text":"$阿斯麦(ASML)$ 股价可能会飙升到一千美金以上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/457822759109392","isVote":1,"tweetType":1,"viewCount":397,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":457684164510184,"gmtCreate":1752775983921,"gmtModify":1752775985925,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"themes":[],"htmlText":"阿斯麦收益双增，要准备突破一千了。","listText":"阿斯麦收益双增，要准备突破一千了。","text":"阿斯麦收益双增，要准备突破一千了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/457684164510184","isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":455116137218344,"gmtCreate":1752144073051,"gmtModify":1752144074773,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"themes":[],"htmlText":"现在才申请啊？","listText":"现在才申请啊？","text":"现在才申请啊？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/455116137218344","repostId":"2550598662","repostType":2,"repost":{"id":"2550598662","kind":"news","pubTimestamp":1752106884,"share":"https://www.laohu8.com/m/news/2550598662?lang=&edition=full","pubTime":"2025-07-10 08:21","market":"us","language":"zh","title":"比亚迪申请电池均衡相关专利，精准实现均衡电池与连接电池单元间的能量转移","url":"https://stock-news.laohu8.com/highlight/detail?id=2550598662","media":"金融界","summary":"通过开关矩阵电路和双向变换模块，能够精准地实现均衡电池与连接的电池单元之间的能量转移，实现电池模组中任一电池单元的电压均衡。通过天眼查大数据分析，比亚迪股份有限公司共对外投资了104家企业，参与招投标项目983次，财产线索方面有商标信息1817条，专利信息5000条，此外企业还拥有行政许可143个。","content":"<html><body><article><p>金融界2025年7月10日消息，国家知识产权局信息显示，<a href=\"https://laohu8.com/S/01211\">比亚迪股份</a>有限公司申请一项名为“电池均衡模块、电池均衡装置、车辆、方法、装置、介质及产品”的专利，公开号CN120281054A，申请日期为2025年06月。</p><p>专利摘要显示，本发明公开了一种电池均衡模块、电池均衡装置、车辆、方法、装置、介质及产品，应用于电力电子技术领域。电池均衡模块包括开关<a href=\"https://laohu8.com/S/301365\">矩阵</a>电路和双向变换模块，开关矩阵电路的第一端适于可选择性地连接电池模组的任一电池单元；双向变换模块的一端连接开关矩阵电路的第二端，另一端适于连接均衡电池，双向变换模块控制均衡电池对电池模组的任一电池单元进行充放电操作，以使得电池模组的任一电池单元的电压均衡。通过开关矩阵电路和双向变换模块，能够精准地实现均衡电池与连接的电池单元之间的能量转移，实现电池模组中任一电池单元的电压均衡。</p><p>天眼查资料显示，<a href=\"https://laohu8.com/S/BYDDY\">比亚迪</a>股份有限公司，成立于1995年，位于深圳市，是一家以从事汽车制造业为主的企业。企业注册资本303906.5855万人民币。通过天眼查大数据分析，<a href=\"https://laohu8.com/S/002594\">比亚迪</a>股份有限公司共对外投资了104家企业，参与招投标项目983次，财产线索方面有商标信息1817条，专利信息5000条，此外企业还拥有行政许可143个。</p></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>比亚迪申请电池均衡相关专利，精准实现均衡电池与连接电池单元间的能量转移</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比亚迪申请电池均衡相关专利，精准实现均衡电池与连接电池单元间的能量转移\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-10 08:21 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025071008341697a04254&s=b><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>金融界2025年7月10日消息，国家知识产权局信息显示，比亚迪股份有限公司申请一项名为“电池均衡模块、电池均衡装置、车辆、方法、装置、介质及产品”的专利，公开号CN120281054A，申请日期为2025年06月。专利摘要显示，本发明公开了一种电池均衡模块、电池均衡装置、车辆、方法、装置、介质及产品，应用于电力电子技术领域。电池均衡模块包括开关矩阵电路和双向变换模块，开关矩阵电路的第一端适于...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025071008341697a04254&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"EVS.SI":"MSCI China Electric Vehicles and Future Mobility 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 应该还有自动驾驶与出租车司机利益爆发冲突","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 应该还有自动驾驶与出租车司机利益爆发冲突","text":"$特斯拉(TSLA)$ 应该还有自动驾驶与出租车司机利益爆发冲突","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/450670274281568","repostId":"2546520277","repostType":2,"repost":{"id":"2546520277","kind":"news","pubTimestamp":1750978959,"share":"https://www.laohu8.com/m/news/2546520277?lang=&edition=full","pubTime":"2025-06-27 07:02","market":"us","language":"zh","title":"欧洲销量五连跌，马斯克挥刀解雇特斯拉北美及欧洲业务负责人","url":"https://stock-news.laohu8.com/highlight/detail?id=2546520277","media":"智通财经","summary":"然而，据消息人士透露，阿夫沙尔因欧洲市场销量持续萎靡不振而被追究责任，最终被马斯克解雇，阿夫沙尔本人的名字已无法在特斯拉内部通讯录搜寻到。截至周四美股收盘，特斯拉股价收跌0.54%至325.78美元，未能避免连续三个交易日收跌。","content":"<html><head></head><body><p>6月27日，据媒体援引消息人士透露的信息报道称，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US) 首席执行官埃隆·马斯克因对公司业绩和日益下滑的市场知名度不满，已解雇该公司北美和欧洲业务的总负责人，这也是这家深陷销量动荡的全球电动汽车领导者本月第二次传出高管人事变动，凸显出马斯克正在大刀阔斧改革高层架构以提振特斯拉全球销量，尤其是欧洲市场的销量。</p><p>据消息人士透露，奥米德·阿夫沙尔(Omead Afshar)——于 2011年以特斯拉工程师身份开启职业生涯，此后便一路晋升为CEO马斯克的高级副手之一，并且是马斯克本人长期挚友，堪称是他在特斯拉最亲密心腹。然而，据消息人士透露，阿夫沙尔因欧洲市场销量持续萎靡不振而被追究责任，最终被马斯克解雇，阿夫沙尔本人的名字已无法在特斯拉内部通讯录搜寻到。</p><p>根据该公司最新销售数据，特斯拉品牌在欧洲的整体电动汽车销量已连续五个月大幅下滑，今年5月较2024年5月大幅减少约28%，作为对比的是，整个欧洲对电动汽车的需求有所增加。</p><p>欧洲汽车制造商协会(“ACEA”)汇编的数据显示，特斯拉5月的消费者新车注册量降至仅仅8,729 辆，同比可谓腰斩式下降40.5%，使其市场份额从去年的1.6% 降至0.9%。年初至今，特斯拉在欧洲的市场份额徘徊于1%附近，远远低于一年前的约2%。</p><p>在公司发布第二季度全球电动汽车交付报告之前，华尔街分析师们普遍预计特斯拉本季度全球交付39.3 万辆电动汽车，意味着将呈现同比下降 11%，但较上一季度有望增长17%。</p><p>截至周四美股收盘，特斯拉股价收跌0.54%至325.78美元，未能避免连续三个交易日收跌。</p><p>华尔街投资机构Baird将特斯拉第二季度的交付量预期下调至仅仅37.7 万辆，该机构分析师Ben Kallo指出，由于 5 月份以来第三方数据表现疲软，以及新款 Model Y 生产的重新提速(这一情况在本季度仍略有持续)，可能会导致数据表现不佳。</p><p>Kallo写道：“交付量仍是基本面的重要组成部分，但我们注意到，近期推出的自动驾驶出租车服务以及人们对这一机遇的热切期待，可能会在短期内占据主导地位。我们认为，推出一款更经济实惠的车型可能会给2025年下半年带来净负利润的影响。”</p><p><a href=\"https://laohu8.com/S/UBS\">瑞银</a>则发布研报称，重申对特斯拉股票的“卖出”评级，目标价仅仅设定为215美元。瑞银预计特斯拉<a href=\"https://laohu8.com/S/QTWO\">Q2</a>全球交付量约为36.6万辆，同比下降18%，环比增长9%，比市场普遍预期足足低10%。</p><p>瑞银在研究报告中表示，由于投资者们持续聚焦特斯拉近日正在测试的完全自动驾驶出租车Robotaxi，预计许多看涨者将“忽略”电动汽车交付数据，因为他们认为特斯拉股票的价值在于人工智能(基于特斯拉AI超算体系打造的FSD、Robotaxi和人形机器人)。但瑞银强调，特斯拉当下财务表现主要依赖汽车业务，这项业务不仅有助于为前沿业务提供资金，而且随着股价上涨和汽车业务前景持续恶化，市场为已经很昂贵的人工智能期权注入更高溢价，实际支撑数据却寥寥无几。</p><p>瑞银表示，不及预期的交付量报告或将成为一剂现实清醒剂。历史数据显示，交付量未达预期会引发特斯拉股价下挫，但上季度的反常值得警惕：尽管交付量较市场预期低11%，但特拉斯股价逆势上涨5%，创2022年以来最大背离。</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>欧洲销量五连跌，马斯克挥刀解雇特斯拉北美及欧洲业务负责人</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欧洲销量五连跌，马斯克挥刀解雇特斯拉北美及欧洲业务负责人\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-27 07:02 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1310570.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月27日，据媒体援引消息人士透露的信息报道称，特斯拉(TSLA.US) 首席执行官埃隆·马斯克因对公司业绩和日益下滑的市场知名度不满，已解雇该公司北美和欧洲业务的总负责人，这也是这家深陷销量动荡的全球电动汽车领导者本月第二次传出高管人事变动，凸显出马斯克正在大刀阔斧改革高层架构以提振特斯拉全球销量，尤其是欧洲市场的销量。据消息人士透露，奥米德·阿夫沙尔(Omead Afshar)——于 2011...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1310570.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4604":"机器人概念","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4511":"特斯拉概念","BK4099":"汽车制造商","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS 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H2-SGD"},"source_url":"http://www.zhitongcaijing.com/content/detail/1310570.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2546520277","content_text":"6月27日，据媒体援引消息人士透露的信息报道称，特斯拉(TSLA.US) 首席执行官埃隆·马斯克因对公司业绩和日益下滑的市场知名度不满，已解雇该公司北美和欧洲业务的总负责人，这也是这家深陷销量动荡的全球电动汽车领导者本月第二次传出高管人事变动，凸显出马斯克正在大刀阔斧改革高层架构以提振特斯拉全球销量，尤其是欧洲市场的销量。据消息人士透露，奥米德·阿夫沙尔(Omead Afshar)——于 2011年以特斯拉工程师身份开启职业生涯，此后便一路晋升为CEO马斯克的高级副手之一，并且是马斯克本人长期挚友，堪称是他在特斯拉最亲密心腹。然而，据消息人士透露，阿夫沙尔因欧洲市场销量持续萎靡不振而被追究责任，最终被马斯克解雇，阿夫沙尔本人的名字已无法在特斯拉内部通讯录搜寻到。根据该公司最新销售数据，特斯拉品牌在欧洲的整体电动汽车销量已连续五个月大幅下滑，今年5月较2024年5月大幅减少约28%，作为对比的是，整个欧洲对电动汽车的需求有所增加。欧洲汽车制造商协会(“ACEA”)汇编的数据显示，特斯拉5月的消费者新车注册量降至仅仅8,729 辆，同比可谓腰斩式下降40.5%，使其市场份额从去年的1.6% 降至0.9%。年初至今，特斯拉在欧洲的市场份额徘徊于1%附近，远远低于一年前的约2%。在公司发布第二季度全球电动汽车交付报告之前，华尔街分析师们普遍预计特斯拉本季度全球交付39.3 万辆电动汽车，意味着将呈现同比下降 11%，但较上一季度有望增长17%。截至周四美股收盘，特斯拉股价收跌0.54%至325.78美元，未能避免连续三个交易日收跌。华尔街投资机构Baird将特斯拉第二季度的交付量预期下调至仅仅37.7 万辆，该机构分析师Ben Kallo指出，由于 5 月份以来第三方数据表现疲软，以及新款 Model Y 生产的重新提速(这一情况在本季度仍略有持续)，可能会导致数据表现不佳。Kallo写道：“交付量仍是基本面的重要组成部分，但我们注意到，近期推出的自动驾驶出租车服务以及人们对这一机遇的热切期待，可能会在短期内占据主导地位。我们认为，推出一款更经济实惠的车型可能会给2025年下半年带来净负利润的影响。”瑞银则发布研报称，重申对特斯拉股票的“卖出”评级，目标价仅仅设定为215美元。瑞银预计特斯拉Q2全球交付量约为36.6万辆，同比下降18%，环比增长9%，比市场普遍预期足足低10%。瑞银在研究报告中表示，由于投资者们持续聚焦特斯拉近日正在测试的完全自动驾驶出租车Robotaxi，预计许多看涨者将“忽略”电动汽车交付数据，因为他们认为特斯拉股票的价值在于人工智能(基于特斯拉AI超算体系打造的FSD、Robotaxi和人形机器人)。但瑞银强调，特斯拉当下财务表现主要依赖汽车业务，这项业务不仅有助于为前沿业务提供资金，而且随着股价上涨和汽车业务前景持续恶化，市场为已经很昂贵的人工智能期权注入更高溢价，实际支撑数据却寥寥无几。瑞银表示，不及预期的交付量报告或将成为一剂现实清醒剂。历史数据显示，交付量未达预期会引发特斯拉股价下挫，但上季度的反常值得警惕：尽管交付量较市场预期低11%，但特拉斯股价逆势上涨5%，创2022年以来最大背离。","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":651,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":450361017364808,"gmtCreate":1750980047967,"gmtModify":1750980049573,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"themes":[],"htmlText":"出租车公司可能也要裁员了","listText":"出租车公司可能也要裁员了","text":"出租车公司可能也要裁员了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/450361017364808","repostId":"2546752022","repostType":2,"repost":{"id":"2546752022","kind":"live","pubTimestamp":1750978959,"share":"https://www.laohu8.com/m/news/2546752022?lang=&edition=full","pubTime":"2025-06-27 07:02","market":"us","language":"zh","title":"【欧洲销量五连跌 马斯克挥刀解雇特斯拉(TSLA.US)北美及欧洲业务负责人】智通财经APP获悉，据媒体援引消息人士透露","url":"https://stock-news.laohu8.com/highlight/detail?id=2546752022","media":"智通财经","summary":"【欧洲销量五连跌 马斯克挥刀解雇特斯拉(TSLA.US)北美及欧洲业务负责人】智通财经APP获悉，据媒体援引消息人士透露的信息报道称，特斯拉(TSLA.US) \n\n首席执行官埃隆·马斯克因对公司业绩和","content":"<html><body><div>\n<div>\n<b>【欧洲销量五连跌 马斯克挥刀解雇特斯拉(TSLA.US)北美及欧洲业务负责人】</b>智通财经APP获悉，据媒体援引消息人士透露的信息报道称，特斯拉(TSLA.US) \n\n首席执行官埃隆·马斯克因对公司业绩和日益下滑的市场知名度不满，已解雇该公司北美和欧洲业务的总负责人，这也是这家深陷销量动荡的全球电动汽车领导者本月第二次传出高管人事变动，凸显出马斯克正在大刀阔斧改革高层架构以提振特斯拉全球销量，尤其是欧洲市场的销量。                </div>\n</div></body></html>","source":"live_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>【欧洲销量五连跌 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\n\n首席执行官埃隆·马斯克因对公司业绩和日益下滑的市场知名度不满，已解雇该公司北美和欧洲业务的总负责人，这也是这家深陷销量动荡的全球电动汽车领导者本月第二次传出高管人事变动，凸显出马斯克正在大刀阔斧改革高层架构以提振特斯拉全球销量，尤其是...</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":{"LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","BK4574":"无人驾驶","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4588":"碎股","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4604":"机器人概念","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","DXYZ":"Destiny Tech100 Inc","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global 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\n\n首席执行官埃隆·马斯克因对公司业绩和日益下滑的市场知名度不满，已解雇该公司北美和欧洲业务的总负责人，这也是这家深陷销量动荡的全球电动汽车领导者本月第二次传出高管人事变动，凸显出马斯克正在大刀阔斧改革高层架构以提振特斯拉全球销量，尤其是欧洲市场的销量。","news_type":1,"symbols_score_info":{"DXYZ":1,"TSLA":1,"TSLL":1,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":450004589376200,"gmtCreate":1750890903876,"gmtModify":1750890904871,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"themes":[],"htmlText":"特斯拉车规级芯片备选三星","listText":"特斯拉车规级芯片备选三星","text":"特斯拉车规级芯片备选三星","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/450004589376200","repostId":"2546977782","repostType":2,"repost":{"id":"2546977782","kind":"news","pubTimestamp":1750842000,"share":"https://www.laohu8.com/m/news/2546977782?lang=&edition=full","pubTime":"2025-06-25 17:00","market":"sg","language":"zh","title":"Intel是台积电唯一替代选择！分析师极度看好18A优势","url":"https://stock-news.laohu8.com/highlight/detail?id=2546977782","media":"市场资讯","summary":"快科技6月25日消息，据报道，华尔街Northland分析师Gus Richard认为，Intel是唯一能替代台积电的选择，他还重申了对Intel的\"优于大盘\"评级和28美元的目标价。目前Intel的18A制程已接近商业化，该公司在近期2025年VLSI技术与电路研讨会上宣布，这项新制程将用于Panther Lake CPU等产品。相较于现行的Intel 3制程，提供30%更高的密度扩展、25%的频率提升及36%的功耗降低。","content":"<html><body><div>\n<blockquote><p>　　炒股就看<a href=\"https://laohu8.com/S/603586\">金麒麟</a>分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！</p></blockquote> <p cms-style=\"font-L\">快科技6月25日消息，据报道，华尔街Northland分析师Gus Richard认为，Intel是唯一能替代<a href=\"https://laohu8.com/S/TSM\">台积电</a>的选择，他还重申了对Intel的\"优于大盘\"评级和28美元的目标价。</p><p cms-style=\"font-L\">Richard认为，虽然Intel的转型之路仍面临诸多挑战，但该公司拥有大量技术与操作杠杆来推动重整计划。</p><p cms-style=\"font-L\">他指出：\"明年Intel将能与台积电并驾齐驱，拥有相似的制程技术，并且与台积电一同成为先进封装的领导者。\"</p><p cms-style=\"font-L\">目前，Intel正在大规模扩建位于亚利桑那州的Fab 52与Fab 62厂房，而台积电也在<a href=\"https://laohu8.com/S/600716\">凤凰</a>城兴建一座专属晶圆厂。</p><p cms-style=\"font-L\">Richard进一步推测，由于Intel在先进封装的领先优势，未来可能转型为SiP（系统级封装）代工厂。</p><p cms-style=\"font-L\">SiP是一种先进工艺，它允许将多个集成电路和其他组件集成到一个单一的封装中。</p><p cms-style=\"font-L\">目前Intel的18A制程已接近商业化，该公司在近期2025年VLSI技术与电路研讨会上宣布，这项新制程将用于Panther Lake CPU等产品。</p><p cms-style=\"font-L\">相较于现行的Intel 3制程，提供30%更高的密度扩展、25%的频率提升及36%的功耗降低。</p><p cms-style=\"font-L\">此外，Intel产品事业群CEO Michelle Johnston在最近的2025年<a href=\"https://laohu8.com/S/BAC\">美国银行</a>全球技术大会上透露，公司将终止任何利润率低于至少50%产品的研发工作。</p><div><img src=\"http://n.sinaimg.cn/spider20250625/200/w600h400/20250625/a641-b4886ac3501b60e28a2143764b430a1e.jpg\"/><span></span></div>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经APP</div>\n</div>\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\" 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href=https://finance.sina.com.cn/stock/t/2025-06-25/doc-infchqmp4578865.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 快科技6月25日消息，据报道，华尔街Northland分析师Gus Richard认为，Intel是唯一能替代台积电的选择，他还重申了对Intel的\"优于大盘\"评级和28美元的目标价。Richard认为，虽然Intel的转型之路仍面临诸多挑战，但该公司拥有大量技术与操作杠杆来推动重整计划。他指出：\"明年Intel将能与台积电...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/t/2025-06-25/doc-infchqmp4578865.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","BK4575":"芯片概念","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","TSM":"台积电","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","INTC":"英特尔","BK4554":"元宇宙及AR概念","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU2360106780.USD":"BGF WORLD 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Johnston在最近的2025年美国银行全球技术大会上透露，公司将终止任何利润率低于至少50%产品的研发工作。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1,"symbols_score_info":{"03145":0.6,"EWT":0.6,"TWmain":1,"INTC":1,"TSM":1}},"isVote":1,"tweetType":1,"viewCount":529,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449968562180528,"gmtCreate":1750881854691,"gmtModify":1750881855905,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v> 台积电N3P就能满足车规级要求，成为特斯拉优选供应商。更不要说N3X了，刁爆了。","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$&nbsp;</a><v-v data-views=\"1\"></v-v> 台积电N3P就能满足车规级要求，成为特斯拉优选供应商。更不要说N3X了，刁爆了。","text":"$台积电(TSM)$ 台积电N3P就能满足车规级要求，成为特斯拉优选供应商。更不要说N3X了，刁爆了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/449968562180528","isVote":1,"tweetType":1,"viewCount":964,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449732150378856,"gmtCreate":1750824284054,"gmtModify":1750824285815,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"themes":[],"htmlText":"5纳米芯片可能会降价，因为两纳米即将投产","listText":"5纳米芯片可能会降价，因为两纳米即将投产","text":"5纳米芯片可能会降价，因为两纳米即将投产","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/449732150378856","repostId":"2545628522","repostType":2,"repost":{"id":"2545628522","kind":"news","pubTimestamp":1750758333,"share":"https://www.laohu8.com/m/news/2545628522?lang=&edition=full","pubTime":"2025-06-24 17:45","market":"us","language":"zh","title":"消息称！中微公司5nm刻蚀设备，获台积电订单！","url":"https://stock-news.laohu8.com/highlight/detail?id=2545628522","media":"半导体数据","summary":"近日，据可靠业内消息，台积电南京厂向中微半导体设备（上海）股份有限公司抛出“橄榄枝”，下单采购10台5nm介质刻蚀机，这些设备预计在2026年第一季度完成交付。这一消息，无疑在半导体行业激起千层浪，标志着中微公司在全球半导体设备市场的地位再度攀升。中微公司凭借多年技术创新与研发投入，成功打入台积电5nm制程供应链。早在2018年底，中微自主研发的5nm等离子体刻蚀机就通过台积电验证，性能优异。","content":"<html><body><article><p><strong>汇集半导体行业资讯 技术前沿、发展趋势！</strong></p><p>近日，据可靠业内消息，<a href=\"https://laohu8.com/S/TSM\">台积电</a>南京厂向<a href=\"https://laohu8.com/S/688380\">中微半导</a>体设备（上海）股份有限公司抛出“橄榄枝”，下单采购10台5nm介质刻蚀机，这些设备预计在2026年第一季度完成交付。这一消息，无疑在半导体行业激起千层浪，标志着<a href=\"https://laohu8.com/S/688012\">中微公司</a>在全球半导体设备市场的地位再度攀升。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250624182216870v206kfmsswoq8xq\"/><p>台积电是全球晶圆代工龙头，对设备供应商筛选极为严苛，技术、质量与稳定性缺一不可。中微公司凭借多年技术创新与研发投入，成功打入台积电5nm制程供应链。</p><p>早在2018年底，中微自主研发的5nm等离子体刻蚀机就通过台积电验证，性能优异。经过数年打磨优化，如今终于收获订单，证明了其技术成熟可靠。</p><p>回顾中微公司的发展历程，可谓是一部波澜壮阔的奋斗史。从最初的65nm等离子介质蚀刻机起步，中微公司的研发团队凭借着深厚的技术积累和勇于创新的精神，一步一个脚印，逐步攻克了45nm、32nm、28nm、16nm、10nm、7nm等关键制程技术。每一次技术跨越，都凝聚着研发人员的智慧与心血，都是中微公司不断突破自我、追求卓越的见证。</p><p>在中微公司<a href=\"https://laohu8.com/S/002296\">辉煌</a>成就的背后，有一位关键人物——尹志尧。他1944年出生于北京，自幼勤奋好学，凭借着优异的成绩考入中国科学技术大学化学物理系，后又攻读北京大学化学系硕士、美国加州大学洛杉矶分校物理化学博士。</p><p>在半导体行业，尹志尧堪称传奇人物。他曾在<a href=\"https://laohu8.com/S/INTC\">英特尔</a>、泛林半导体和<a href=\"https://laohu8.com/S/AMAT\">应用材料</a>等国际知名半导体企业任职，积累了丰富的行业经验和技术知识，是几代等离子体刻蚀技术及设备的主要发明人和工业化应用的推动者之一，拥有86项美国专利和200多项各国专利，被誉为“硅谷最有成就的华人之一”。</p><p>然而，尽管在美国取得了辉煌的成就，尹志尧心中始终怀揣着对祖国的热爱和对中国半导体事业发展的期望。2004年，60岁的他做出了一个令人震惊的决定：放弃美国的高薪工作和优越的生活条件，毅然回国创办中微半导体设备有限公司。</p><p>中微半导体设备（上海）股份有限公司成立于2004年，是一家以中国为基地、面向全球的微观加工高端设备公司。公司专注于高端半导体设备的研发与制造，产品涵盖刻蚀设备、薄膜沉积设备等，技术覆盖5纳米及以下先进制程。中微公司坚持“三维发展”战略，在技术创新、产品优化和市场准入方面取得重大突破，刻蚀设备全球市占率持续提升，已成为国产半导体设备领域的龙头企业，为全球集成电路和泛半导体行业提供极具竞争力的高端设备和服务。</p><p>据中微半导体2024发布的年度报告，创办人、董事长兼执行长尹志尧已放弃美国籍，重新恢复中国籍。</p><p>*声明：本文系原作者创作。文章内容系其个人观点，我方转载仅为分享与讨论，不代表我方赞成或认同，如有异议，侵权欢迎联系我们删除！</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250624182223905v20637a5rstdr0s\"/></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 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技术前沿、发展趋势！近日，据可靠业内消息，台积电南京厂向中微半导体设备（上海）股份有限公司抛出“橄榄枝”，下单采购10台5nm介质刻蚀机，这些设备预计在2026年第一季度完成交付。这一消息，无疑在半导体行业激起千层浪，标志着中微公司在全球半导体设备市场的地位再度攀升。台积电是全球晶圆代工龙头，对设备供应商筛选极为严苛，技术、质量与稳定性缺一不可。中微公司凭借多年技术创新与研发...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250624182231a4bb5078&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"561980":"半导体设备ETF","688012":"中微公司","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) 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技术前沿、发展趋势！近日，据可靠业内消息，台积电南京厂向中微半导体设备（上海）股份有限公司抛出“橄榄枝”，下单采购10台5nm介质刻蚀机，这些设备预计在2026年第一季度完成交付。这一消息，无疑在半导体行业激起千层浪，标志着中微公司在全球半导体设备市场的地位再度攀升。台积电是全球晶圆代工龙头，对设备供应商筛选极为严苛，技术、质量与稳定性缺一不可。中微公司凭借多年技术创新与研发投入，成功打入台积电5nm制程供应链。早在2018年底，中微自主研发的5nm等离子体刻蚀机就通过台积电验证，性能优异。经过数年打磨优化，如今终于收获订单，证明了其技术成熟可靠。回顾中微公司的发展历程，可谓是一部波澜壮阔的奋斗史。从最初的65nm等离子介质蚀刻机起步，中微公司的研发团队凭借着深厚的技术积累和勇于创新的精神，一步一个脚印，逐步攻克了45nm、32nm、28nm、16nm、10nm、7nm等关键制程技术。每一次技术跨越，都凝聚着研发人员的智慧与心血，都是中微公司不断突破自我、追求卓越的见证。在中微公司辉煌成就的背后，有一位关键人物——尹志尧。他1944年出生于北京，自幼勤奋好学，凭借着优异的成绩考入中国科学技术大学化学物理系，后又攻读北京大学化学系硕士、美国加州大学洛杉矶分校物理化学博士。在半导体行业，尹志尧堪称传奇人物。他曾在英特尔、泛林半导体和应用材料等国际知名半导体企业任职，积累了丰富的行业经验和技术知识，是几代等离子体刻蚀技术及设备的主要发明人和工业化应用的推动者之一，拥有86项美国专利和200多项各国专利，被誉为“硅谷最有成就的华人之一”。然而，尽管在美国取得了辉煌的成就，尹志尧心中始终怀揣着对祖国的热爱和对中国半导体事业发展的期望。2004年，60岁的他做出了一个令人震惊的决定：放弃美国的高薪工作和优越的生活条件，毅然回国创办中微半导体设备有限公司。中微半导体设备（上海）股份有限公司成立于2004年，是一家以中国为基地、面向全球的微观加工高端设备公司。公司专注于高端半导体设备的研发与制造，产品涵盖刻蚀设备、薄膜沉积设备等，技术覆盖5纳米及以下先进制程。中微公司坚持“三维发展”战略，在技术创新、产品优化和市场准入方面取得重大突破，刻蚀设备全球市占率持续提升，已成为国产半导体设备领域的龙头企业，为全球集成电路和泛半导体行业提供极具竞争力的高端设备和服务。据中微半导体2024发布的年度报告，创办人、董事长兼执行长尹志尧已放弃美国籍，重新恢复中国籍。*声明：本文系原作者创作。文章内容系其个人观点，我方转载仅为分享与讨论，不代表我方赞成或认同，如有异议，侵权欢迎联系我们删除！","news_type":1,"symbols_score_info":{"561980":0.9,"688012":0.9,"03145":0.6,"TSM":1}},"isVote":1,"tweetType":1,"viewCount":583,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"content":"低端芯片走中芯的路，让中芯生产的高端芯片无路可走。","text":"低端芯片走中芯的路，让中芯生产的高端芯片无路可走。","html":"低端芯片走中芯的路，让中芯生产的高端芯片无路可走。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449565594423792,"gmtCreate":1750784107522,"gmtModify":1750784108780,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"themes":[],"htmlText":"<a 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苹果给木头姐上课，看涨苹果。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/446661908853280","isVote":1,"tweetType":1,"viewCount":1169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":445325536002824,"gmtCreate":1749743850038,"gmtModify":1749743850961,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"themes":[],"htmlText":"不可替代，世界第一！","listText":"不可替代，世界第一！","text":"不可替代，世界第一！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/445325536002824","repostId":"2542599667","repostType":2,"repost":{"id":"2542599667","kind":"news","pubTimestamp":1749716940,"share":"https://www.laohu8.com/m/news/2542599667?lang=&edition=full","pubTime":"2025-06-12 16:29","market":"other","language":"zh","title":"台积电准备新一代CoPoS封装技术：最快2028年末量产，英伟达或是首个客户","url":"https://stock-news.laohu8.com/highlight/detail?id=2542599667","media":"市场资讯","summary":"据TECHPOWERUP报道，台积电正在准备新一代CoPoS 封装技术，可以将基板尺寸扩展到310 × 310 mm甚至更大。台积电计划2026年建造一条CoPoS试点生产线，2027年将重点改进工艺，以便满足合作伙伴的要求。台积电计划2028年年底至2029年年初实现CoPoS的量产工作，位于中国台湾嘉义的AP7工厂由于现代化的基础设施和宽敞的空间而被选中，成为CoPoS先进封装技术的生产中心。预计未来CoPoS将取代CoWoS-L，而英伟达很可能会是首个合作伙伴。","content":"<html><body><div>\n<blockquote><p>　　炒股就看<a href=\"https://laohu8.com/S/603586\">金麒麟</a>分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！</p></blockquote> <p cms-style=\"font-L\">近年来，<a href=\"https://laohu8.com/S/TSM\">台积电</a>（TSMC）除了积极投资先进制程节点，以保证竞争优势外，还逐步加大了在封装技术方面的投入力度，以满足新一代人工智能（AI）和高性能计算（HPC）芯片的需求。<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>首席执行官黄仁勋曾表示，台积电可以提供非常先进的封装技术，暂时没有其他选择。</p><p cms-style=\"font-L\">据TECHPOWERUP报道，台积电正在准备新一代CoPoS（Chip-on-Panel-on-Substrate）封装技术，可以将基板尺寸扩展到310 × 310 mm甚至更大。新技术就是将中介层“面板化”，属于现有CoWoS-L和CoWoS-R的方形面板演进，将传统的圆形晶圆替换为矩形基板。</p><div><img src=\"http://n.sinaimg.cn/spider20250612/232/w660h372/20250612/d3dd-f30fd965c11738d6ddbb79f0cd1713b0.jpg\"/><span></span></div><p cms-style=\"font-L\">台积电计划2026年建造一条CoPoS试点生产线，2027年将重点改进工艺，以便满足合作伙伴的要求。台积电计划2028年年底至2029年年初实现CoPoS的量产工作，位于中国台湾嘉义的AP7工厂由于现代化的基础设施和宽敞的空间而被选中，成为CoPoS先进封装技术的生产中心。</p><p cms-style=\"font-L\">与FOPLP（扇出型面板级封装）一样，CoPoS（基板上面板芯片封装）也采用大型面板基板进行封装，不过两者存在一些差异。FOPLP是一种不需要中介层的封装方法，芯片直接重新分布在面板基板上，并通过重分布层（RDL）互连。这种方法具有成本低、I/O密度高、外形尺寸灵活等优势，适用于边缘AI、移动设备和集成密度适中的中端ASIC等应用。CoPoS则引入了中介层，从而有着更高的信号完整性和稳定的功率传输，对于集成GPU和HBM芯片的高端产品来说效果更好。同时中介层材料正从传统的硅变为玻璃，将提供更高的成本效益和热稳定性。</p><p cms-style=\"font-L\">预计<a href=\"https://laohu8.com/S/600532\">未来</a>CoPoS将取代CoWoS-L，而英伟达很可能会是首个合作伙伴。</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经APP</div>\n</div>\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>台积电准备新一代CoPoS封装技术：最快2028年末量产，英伟达或是首个客户</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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href=https://finance.sina.com.cn/stock/t/2025-06-12/doc-inezvcxy3617463.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 近年来，台积电（TSMC）除了积极投资先进制程节点，以保证竞争优势外，还逐步加大了在封装技术方面的投入力度，以满足新一代人工智能（AI）和高性能计算（HPC）芯片的需求。英伟达首席执行官黄仁勋曾表示，台积电可以提供非常先进的封装技术，暂时没有其他选择。据TECHPOWERUP报道，台积电正在准备新一代CoPoS（Chip-...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/t/2025-06-12/doc-inezvcxy3617463.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","NVDU":"Direxion Daily NVDA Bull 2X Shares","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","NVDS.UK":"LS -1X NVIDIA","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","NVIW.SI":"NVDA 3xLongSG261006","BK4551":"寇图资本持仓","SNVD.UK":"LS -1X 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\"2\" (USD) ACC"},"source_url":"https://finance.sina.com.cn/stock/t/2025-06-12/doc-inezvcxy3617463.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2542599667","content_text":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 近年来，台积电（TSMC）除了积极投资先进制程节点，以保证竞争优势外，还逐步加大了在封装技术方面的投入力度，以满足新一代人工智能（AI）和高性能计算（HPC）芯片的需求。英伟达首席执行官黄仁勋曾表示，台积电可以提供非常先进的封装技术，暂时没有其他选择。据TECHPOWERUP报道，台积电正在准备新一代CoPoS（Chip-on-Panel-on-Substrate）封装技术，可以将基板尺寸扩展到310 × 310 mm甚至更大。新技术就是将中介层“面板化”，属于现有CoWoS-L和CoWoS-R的方形面板演进，将传统的圆形晶圆替换为矩形基板。台积电计划2026年建造一条CoPoS试点生产线，2027年将重点改进工艺，以便满足合作伙伴的要求。台积电计划2028年年底至2029年年初实现CoPoS的量产工作，位于中国台湾嘉义的AP7工厂由于现代化的基础设施和宽敞的空间而被选中，成为CoPoS先进封装技术的生产中心。与FOPLP（扇出型面板级封装）一样，CoPoS（基板上面板芯片封装）也采用大型面板基板进行封装，不过两者存在一些差异。FOPLP是一种不需要中介层的封装方法，芯片直接重新分布在面板基板上，并通过重分布层（RDL）互连。这种方法具有成本低、I/O密度高、外形尺寸灵活等优势，适用于边缘AI、移动设备和集成密度适中的中端ASIC等应用。CoPoS则引入了中介层，从而有着更高的信号完整性和稳定的功率传输，对于集成GPU和HBM芯片的高端产品来说效果更好。同时中介层材料正从传统的硅变为玻璃，将提供更高的成本效益和热稳定性。预计未来CoPoS将取代CoWoS-L，而英伟达很可能会是首个合作伙伴。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1,"symbols_score_info":{"03145":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"EWT":0.6,"TWmain":1,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"TSM":1}},"isVote":1,"tweetType":1,"viewCount":765,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":445327124713768,"gmtCreate":1749743743785,"gmtModify":1749743745557,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"themes":[],"htmlText":"台积电做智能手机芯片世界第一[强]&nbsp;&nbsp;[强]&nbsp;&nbsp;[强]&nbsp;&nbsp;","listText":"台积电做智能手机芯片世界第一[强]&nbsp;&nbsp;[强]&nbsp;&nbsp;[强]&nbsp;&nbsp;","text":"台积电做智能手机芯片世界第一[强] [强] [强]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/445327124713768","repostId":"2542181675","repostType":2,"repost":{"id":"2542181675","kind":"news","pubTimestamp":1749720847,"share":"https://www.laohu8.com/m/news/2542181675?lang=&edition=full","pubTime":"2025-06-12 17:34","market":"us","language":"zh","title":"台积电美国晶圆厂建设加速，A16/N2芯片拟提前半年投产","url":"https://stock-news.laohu8.com/highlight/detail?id=2542181675","media":"SEMI","summary":"据台媒报道，台积电将加速其在美子公司TSMC Arizona的建厂和量产，第二、第三晶圆厂进度较先前计划提前半年左右。据悉，TSMC  Arizona第三晶圆厂已于今年4月末破土动工，将在本十年内提供N2、A16先进制程产能；而更早开建的3nm工艺第二晶圆厂则原定于2028年投产。而由于市场需求和新厂建置资源分配的实际情况，台积电在日本、欧洲合资企业JASM和ESMC的晶圆厂建设速度则会放缓。点击关注SEMISEMI产业投资平台","content":"<html><body><article><p>据台媒报道，<a href=\"https://laohu8.com/S/TSM\">台积电</a>将加速其在美子公司TSMC Arizona的建厂和量产，第二、第三晶圆厂进度较先前计划提前半年左右。</p><p>据悉，TSMC  Arizona第三晶圆厂已于今年4月末破土动工，将在本十年内提供N2、A16先进制程产能；而更早开建的3nm工艺第二晶圆厂则原定于2028年投产。而由于市场需求和新厂建置资源分配的实际情况，台积电在日本、欧洲合资企业JASM和ESMC的晶圆厂建设速度则会放缓。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250612180105803v201o3pkhk8fctf\"/><p><strong>点击关注</strong><strong>SEMI</strong></p><p><strong>SEMI产业投资平台</strong></p></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>台积电美国晶圆厂建设加速，A16/N2芯片拟提前半年投产</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台积电美国晶圆厂建设加速，A16/N2芯片拟提前半年投产\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-12 17:34 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250612180156a7050cf6&s=b><strong>SEMI</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据台媒报道，台积电将加速其在美子公司TSMC Arizona的建厂和量产，第二、第三晶圆厂进度较先前计划提前半年左右。据悉，TSMC  Arizona第三晶圆厂已于今年4月末破土动工，将在本十年内提供N2、A16先进制程产能；而更早开建的3nm工艺第二晶圆厂则原定于2028年投产。而由于市场需求和新厂建置资源分配的实际情况，台积电在日本、欧洲合资企业JASM和ESMC的晶圆厂建设速度则会放缓。点击...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250612180156a7050cf6&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0823414478.USD":"法巴经典能源转换基金","LU0056508442.USD":"贝莱德世界科技基金A2","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","BK4585":"ETF&股票定投概念","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU2663582299.SGD":"BSF BLACKROCK SYSTEMATIC 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INC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250612180156a7050cf6&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2542181675","content_text":"据台媒报道，台积电将加速其在美子公司TSMC Arizona的建厂和量产，第二、第三晶圆厂进度较先前计划提前半年左右。据悉，TSMC  Arizona第三晶圆厂已于今年4月末破土动工，将在本十年内提供N2、A16先进制程产能；而更早开建的3nm工艺第二晶圆厂则原定于2028年投产。而由于市场需求和新厂建置资源分配的实际情况，台积电在日本、欧洲合资企业JASM和ESMC的晶圆厂建设速度则会放缓。点击关注SEMISEMI产业投资平台","news_type":1,"symbols_score_info":{"03145":0.6,"TSM":1}},"isVote":1,"tweetType":1,"viewCount":661,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":445320333382016,"gmtCreate":1749742549567,"gmtModify":1749742551259,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"themes":[],"htmlText":"看来影响很大","listText":"看来影响很大","text":"看来影响很大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/445320333382016","repostId":"2542951738","repostType":2,"repost":{"id":"2542951738","kind":"news","pubTimestamp":1749734767,"share":"https://www.laohu8.com/m/news/2542951738?lang=&edition=full","pubTime":"2025-06-12 21:26","market":"us","language":"zh","title":"特斯拉控告前Optimus机械人工程师窃取商业机密及另起炉灶","url":"https://stock-news.laohu8.com/highlight/detail?id=2542951738","media":"AASTOCKS","summary":"特斯拉日前入禀美国旧金山联邦法院，控告前Optimus人型机械人工程师Zhongjie Jay Li，涉嫌窃取Optimus计划的机密资料，并在硅谷创立有竞争关系的初创公司Proception Inc。特斯拉指，该工程师自2022年8月至2024年9月在Optimus开发部门任职，负责研发机械人手部感应器，掌握高度敏感技术资料。特斯拉更指出，Proception于仅仅五个月内声称成功研发人形机械手，其设计与Zhongjie Jay Li于特斯拉工作时负责的项目极为相似。Tesla正就此追究其违反保密义务及盗用商业机密责任。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US)日前入禀美国旧金山联邦法院，控告前Optimus人型机械人工程师Zhongjie Jay Li，涉嫌窃取Optimus计划的机密资料，并在硅谷创立有竞争关系的初创公司Proception Inc。</p><p>特斯拉指，该工程师自2022年8月至2024年9月在Optimus开发部门任职，负责研发机械人手部感应器，掌握高度敏感技术资料。诉讼指出，李在离职前数周将相关资料下载至两部私人手机，并在离职不足一星期后成立Proception。</p><p>特斯拉更指出，Proception于仅仅五个月内声称成功研发人形机械手，其设计与Zhongjie Jay Li于特斯拉工作时负责的项目极为相似。Tesla正就此追究其违反保密义务及盗用商业机密责任。</p></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>特斯拉控告前Optimus机械人工程师窃取商业机密及另起炉灶</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特斯拉控告前Optimus机械人工程师窃取商业机密及另起炉灶\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-12 21:26 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250612213941a7056bc2&s=b><strong>AASTOCKS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉(TSLA.US)日前入禀美国旧金山联邦法院，控告前Optimus人型机械人工程师Zhongjie Jay Li，涉嫌窃取Optimus计划的机密资料，并在硅谷创立有竞争关系的初创公司Proception Inc。特斯拉指，该工程师自2022年8月至2024年9月在Optimus开发部门任职，负责研发机械人手部感应器，掌握高度敏感技术资料。诉讼指出，李在离职前数周将相关资料下载至两部私人手机...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250612213941a7056bc2&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4574":"无人驾驶","BK4598":"佩洛西持仓","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU0823414478.USD":"法巴经典能源转换基金","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC 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(SGDHDG) INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250612213941a7056bc2&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2542951738","content_text":"特斯拉(TSLA.US)日前入禀美国旧金山联邦法院，控告前Optimus人型机械人工程师Zhongjie Jay Li，涉嫌窃取Optimus计划的机密资料，并在硅谷创立有竞争关系的初创公司Proception Inc。特斯拉指，该工程师自2022年8月至2024年9月在Optimus开发部门任职，负责研发机械人手部感应器，掌握高度敏感技术资料。诉讼指出，李在离职前数周将相关资料下载至两部私人手机，并在离职不足一星期后成立Proception。特斯拉更指出，Proception于仅仅五个月内声称成功研发人形机械手，其设计与Zhongjie Jay Li于特斯拉工作时负责的项目极为相似。Tesla正就此追究其违反保密义务及盗用商业机密责任。","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":493,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":445234841240192,"gmtCreate":1749721155833,"gmtModify":1749721694735,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"themes":[],"htmlText":"附近有没有印度布朗式飞弹发射？","listText":"附近有没有印度布朗式飞弹发射？","text":"附近有没有印度布朗式飞弹发射？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/445234841240192","repostId":"1198755475","repostType":4,"repost":{"id":"1198755475","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":1749718591,"share":"https://www.laohu8.com/m/news/1198755475?lang=&edition=full","pubTime":"2025-06-12 16:56","market":"us","language":"zh","title":"波音又添黑历史，787客机发生首起空难，股价应声暴跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1198755475","media":"老虎资讯综合","summary":"6月12日，波音盘前下挫，现跌超5%。","content":"<html><head></head><body><p>6月12日，波音盘前跌幅扩大至6%。消息方面：据悉印度坠毁航班机型为波音787。<strong>据印度新德里电视台最新消息，印度民航局确认机上242人遇难。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7f94b6e3c43b2c7929bee48f84aaf6d\" title=\"\" tg-width=\"914\" tg-height=\"528\"/></p><p><strong>印度民航局确认机上242人遇难</strong></p><p>据环球网援引印度新德里电视台最新消息，印度民航局确认机上242人遇难。</p><p><strong>印度航空失事飞机为波音787机型首起空难</strong></p><p>印度航空一架飞机起飞后不久失事。这是一架11.5年机龄的波音787-8飞机，这也是波音787机型首起空难。</p><p>【事件回顾】</p><p>据印度当地电视台报道，一架客机12日在古杰拉特邦艾哈迈达巴德机场坠毁，机场上空冒起浓烟，目前伤亡情况不明。</p><p>据悉，这是一架印度航空的航班，消息人士称机上可能载有133人。印度亚洲新闻国际通讯社援引警方消息报道说，机上载有242名乘客。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea45a50a866d2b84ed5b99918873382d\" title=\"\" tg-width=\"481\" tg-height=\"528\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/96a744266c442b4e7354f5cee17ceded\" title=\"\" tg-width=\"525\" tg-height=\"605\"/></p><p>印度新德里电视台（NDTV）报道称，客机于当地时间13时17分坠毁，原本计划从艾哈迈达巴德机场起飞前往英国，报道称失事机型为波音787。</p><p><strong>印度航空6月12日发表声明称，该公司一架计划从艾哈迈达巴德机场起飞前往伦敦的客机，当日在古吉拉特邦艾哈迈达巴德机场附近坠毁，航班号为AI171。</strong></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>波音又添黑历史，787客机发生首起空难，股价应声暴跌</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波音又添黑历史，787客机发生首起空难，股价应声暴跌\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\">2025-06-12 16:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月12日，波音盘前跌幅扩大至6%。消息方面：据悉印度坠毁航班机型为波音787。<strong>据印度新德里电视台最新消息，印度民航局确认机上242人遇难。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7f94b6e3c43b2c7929bee48f84aaf6d\" title=\"\" tg-width=\"914\" tg-height=\"528\"/></p><p><strong>印度民航局确认机上242人遇难</strong></p><p>据环球网援引印度新德里电视台最新消息，印度民航局确认机上242人遇难。</p><p><strong>印度航空失事飞机为波音787机型首起空难</strong></p><p>印度航空一架飞机起飞后不久失事。这是一架11.5年机龄的波音787-8飞机，这也是波音787机型首起空难。</p><p>【事件回顾】</p><p>据印度当地电视台报道，一架客机12日在古杰拉特邦艾哈迈达巴德机场坠毁，机场上空冒起浓烟，目前伤亡情况不明。</p><p>据悉，这是一架印度航空的航班，消息人士称机上可能载有133人。印度亚洲新闻国际通讯社援引警方消息报道说，机上载有242名乘客。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea45a50a866d2b84ed5b99918873382d\" title=\"\" tg-width=\"481\" tg-height=\"528\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/96a744266c442b4e7354f5cee17ceded\" title=\"\" tg-width=\"525\" tg-height=\"605\"/></p><p>印度新德里电视台（NDTV）报道称，客机于当地时间13时17分坠毁，原本计划从艾哈迈达巴德机场起飞前往英国，报道称失事机型为波音787。</p><p><strong>印度航空6月12日发表声明称，该公司一架计划从艾哈迈达巴德机场起飞前往伦敦的客机，当日在古吉拉特邦艾哈迈达巴德机场附近坠毁，航班号为AI171。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ea45a50a866d2b84ed5b99918873382d","relate_stocks":{"BA":"波音"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198755475","content_text":"6月12日，波音盘前跌幅扩大至6%。消息方面：据悉印度坠毁航班机型为波音787。据印度新德里电视台最新消息，印度民航局确认机上242人遇难。印度民航局确认机上242人遇难据环球网援引印度新德里电视台最新消息，印度民航局确认机上242人遇难。印度航空失事飞机为波音787机型首起空难印度航空一架飞机起飞后不久失事。这是一架11.5年机龄的波音787-8飞机，这也是波音787机型首起空难。【事件回顾】据印度当地电视台报道，一架客机12日在古杰拉特邦艾哈迈达巴德机场坠毁，机场上空冒起浓烟，目前伤亡情况不明。据悉，这是一架印度航空的航班，消息人士称机上可能载有133人。印度亚洲新闻国际通讯社援引警方消息报道说，机上载有242名乘客。印度新德里电视台（NDTV）报道称，客机于当地时间13时17分坠毁，原本计划从艾哈迈达巴德机场起飞前往英国，报道称失事机型为波音787。印度航空6月12日发表声明称，该公司一架计划从艾哈迈达巴德机场起飞前往伦敦的客机，当日在古吉拉特邦艾哈迈达巴德机场附近坠毁，航班号为AI171。","news_type":1,"symbols_score_info":{"BA":1.1}},"isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":445157477999280,"gmtCreate":1749702084745,"gmtModify":1749705700925,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"themes":[],"htmlText":"<a 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长期持有台积电，加油！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/445157477999280","isVote":1,"tweetType":1,"viewCount":390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":444142552543368,"gmtCreate":1749454459602,"gmtModify":1749454461144,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"themes":[],"htmlText":"低端竞争当然不小啦，强者恒强","listText":"低端竞争当然不小啦，强者恒强","text":"低端竞争当然不小啦，强者恒强","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/444142552543368","repostId":"2542687021","repostType":2,"repost":{"id":"2542687021","kind":"news","pubTimestamp":1749451071,"share":"https://www.laohu8.com/m/news/2542687021?lang=&edition=full","pubTime":"2025-06-09 14:37","market":"us","language":"zh","title":"国产还落后太远！台积电营收中，先进工艺占比高达80%了","url":"https://stock-news.laohu8.com/highlight/detail?id=2542687021","media":"Ofweek维科网","summary":"上图是台积电2025年一季度，其营收中，各大工艺贡献的比例情况，可以看到3nm占22%，5nm占36%、7nm占15%、16/22nm占7%。如果以28nn为分界线，28nm及以上为成熟工艺，28nm以下为先进工艺的话，那么台积电先进工艺占比已经是高达80%了，成熟工艺占比只占20%。也因为没有竞争，所以定价权控制在台积电的手中，所以台积电的毛利率高达59%，全球第一。","content":"<html><body><article><p>众所周知，<a href=\"https://laohu8.com/S/TSM\">台积电</a>是全球第一大芯片代工厂，不仅技术全球第一，市值也是晶圆厂中全球第一，产能也是全球第一，毛利率在所有的芯片代工厂中，也是全球第一。</p><p>为何台积电会这么强呢？最根本的原因，其实就是其掌握了真正的最先进的技术，做到了全球无可替代，且以先进工艺为主。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250609143754372d206y2yut2s6vfp\"/><p>上图是台积电2025年一季度，其营收中，各大工艺贡献的比例情况，可以看到3nm占22%，5nm占36%、7nm占15%、16/22nm占7%。</p><p>如果以28nn为分界线，28nm及以上为成熟工艺，28nm以下为先进工艺的话，那么台积电先进工艺占比已经是高达80%了，成熟工艺占比只占20%。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250609143800030d2067xr859gvnsr\"/><p>而先进工艺竞争小，毕竟目前真正搞定5nm及以下工艺的芯片代工厂，其实只有<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、台积电这两家，而真正搞定3nm工艺的，只有台积电一家，三星的3nm良率太低，毫无竞争力。</p><p>也因为没有竞争，所以定价权控制在台积电的手中，所以台积电的毛利率高达59%，全球第一。也因为毛利率高，所以营收高、利润高，市值也高，这些都是相辅相成的。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250609143804645d206v2015jufi5n\"/><p>我们可以拿中国大陆的三大芯片代工厂来比较一下，中芯的工艺主要在28nm及以上。至于华虹、<a href=\"https://laohu8.com/S/688249\">晶合集成</a>等，则主要工艺在40nm以上。</p><p>而因为这些成熟工艺，竞争太大了，全球掌握这样的技术的芯片代厂太多，所以溢价不可能高，所以毛利率自然也不会太高。</p><p>中芯的毛利率大约在20%左右，华虹的毛利率大约在18%左右，晶合集成的毛利率也在18%左右，大家远低于台积电，甚至连一半都没有，只有三分之一左右。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250609143805595d206n2r40sufy15\"/><p>所以说，芯片代工行业，要想赚钱，真的要往竞争少的先进工艺去努力，成熟工艺赚的真的是辛苦钱，毛利率，利润率也低，竞争大，价格战更是不断。</p><p>但要往先进工艺去努力，又投入大，周期长，门槛高，难度也大，还不一定会有效果，所以造芯真的不容易，我们还有很长的路要走，要想去PK台积电，真的还差的远啊。</p></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>国产还落后太远！台积电营收中，先进工艺占比高达80%了</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国产还落后太远！台积电营收中，先进工艺占比高达80%了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-09 14:37 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025060914380895145857&s=b><strong>Ofweek维科网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>众所周知，台积电是全球第一大芯片代工厂，不仅技术全球第一，市值也是晶圆厂中全球第一，产能也是全球第一，毛利率在所有的芯片代工厂中，也是全球第一。为何台积电会这么强呢？最根本的原因，其实就是其掌握了真正的最先进的技术，做到了全球无可替代，且以先进工艺为主。上图是台积电2025年一季度，其营收中，各大工艺贡献的比例情况，可以看到3nm占22%，5nm占36%、7nm占15%、16/22nm占7%。如果...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025060914380895145857&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025060914380895145857&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2542687021","content_text":"众所周知，台积电是全球第一大芯片代工厂，不仅技术全球第一，市值也是晶圆厂中全球第一，产能也是全球第一，毛利率在所有的芯片代工厂中，也是全球第一。为何台积电会这么强呢？最根本的原因，其实就是其掌握了真正的最先进的技术，做到了全球无可替代，且以先进工艺为主。上图是台积电2025年一季度，其营收中，各大工艺贡献的比例情况，可以看到3nm占22%，5nm占36%、7nm占15%、16/22nm占7%。如果以28nn为分界线，28nm及以上为成熟工艺，28nm以下为先进工艺的话，那么台积电先进工艺占比已经是高达80%了，成熟工艺占比只占20%。而先进工艺竞争小，毕竟目前真正搞定5nm及以下工艺的芯片代工厂，其实只有三星、台积电这两家，而真正搞定3nm工艺的，只有台积电一家，三星的3nm良率太低，毫无竞争力。也因为没有竞争，所以定价权控制在台积电的手中，所以台积电的毛利率高达59%，全球第一。也因为毛利率高，所以营收高、利润高，市值也高，这些都是相辅相成的。我们可以拿中国大陆的三大芯片代工厂来比较一下，中芯的工艺主要在28nm及以上。至于华虹、晶合集成等，则主要工艺在40nm以上。而因为这些成熟工艺，竞争太大了，全球掌握这样的技术的芯片代厂太多，所以溢价不可能高，所以毛利率自然也不会太高。中芯的毛利率大约在20%左右，华虹的毛利率大约在18%左右，晶合集成的毛利率也在18%左右，大家远低于台积电，甚至连一半都没有，只有三分之一左右。所以说，芯片代工行业，要想赚钱，真的要往竞争少的先进工艺去努力，成熟工艺赚的真的是辛苦钱，毛利率，利润率也低，竞争大，价格战更是不断。但要往先进工艺去努力，又投入大，周期长，门槛高，难度也大，还不一定会有效果，所以造芯真的不容易，我们还有很长的路要走，要想去PK台积电，真的还差的远啊。","news_type":1,"symbols_score_info":{"TSM":1}},"isVote":1,"tweetType":1,"viewCount":448,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":431405920100824,"gmtCreate":1746345440883,"gmtModify":1746345442399,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"themes":[],"htmlText":"<a 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木头姐做多台积电，做空特斯拉估计目前已哭晕在厕所。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/439798267196280","isVote":1,"tweetType":1,"viewCount":3447,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4123069873910010","authorId":"4123069873910010","name":"心态哥","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"idStr":"4123069873910010","authorIdStr":"4123069873910010"},"content":"木头姐特斯拉忠实粉丝，一直在做多特斯拉","text":"木头姐特斯拉忠实粉丝，一直在做多特斯拉","html":"木头姐特斯拉忠实粉丝，一直在做多特斯拉"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":433392513679384,"gmtCreate":1746842818021,"gmtModify":1746845030420,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"themes":[],"htmlText":"<a 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商家为了支持京东，这个价格他们能挣钱吗？","images":[{"img":"https://static.tigerbbs.com/1728ca071f97ae5be74f788ecc426549","width":"1216","height":"2688"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/431939248083392","isVote":1,"tweetType":1,"viewCount":1510,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3580462552479263","authorId":"3580462552479263","name":"王侯","avatar":"https://static.tigerbbs.com/2d6f426ee610d03ffd6b111534899940","crmLevel":1,"crmLevelSwitch":0,"idStr":"3580462552479263","authorIdStr":"3580462552479263"},"content":"肯定是京东补贴商家，而且就目前外卖市场来说，补贴商家和消费者的钱简直就是九牛一毛","text":"肯定是京东补贴商家，而且就目前外卖市场来说，补贴商家和消费者的钱简直就是九牛一毛","html":"肯定是京东补贴商家，而且就目前外卖市场来说，补贴商家和消费者的钱简直就是九牛一毛"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":442727181635640,"gmtCreate":1749109985247,"gmtModify":1749109986972,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"themes":[],"htmlText":"好像小米3纳米芯片依然离不开台积电","listText":"好像小米3纳米芯片依然离不开台积电","text":"好像小米3纳米芯片依然离不开台积电","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/442727181635640","repostId":"2541046862","repostType":2,"repost":{"id":"2541046862","kind":"news","pubTimestamp":1749104770,"share":"https://www.laohu8.com/m/news/2541046862?lang=&edition=full","pubTime":"2025-06-05 14:26","market":"sh","language":"zh","title":"美国突然实施EDA断供 博主：接下来台积电2nm只有苹果/高通/联发科","url":"https://stock-news.laohu8.com/highlight/detail?id=2541046862","media":"快科技","summary":"快科技6月5日消息，博主数码闲聊站表示，美国新禁令断供EDA，涉及针对用于设计GAAFET结构的EDA工具，而台积电2nm就是GAAFET结构。他指出，在该禁令下，玄戒芯片应该无法突破2nm，很长一段时间都只能在3nm节点打转，玄戒O1也将是近几年唯一一次和苹果/高通/联发科平起平坐的芯片。值得注意的是，高通、联发科不受影响，未来很长一段时间内，使用台积电2nm制程的将只有苹果、高通和联发科三家巨头。","content":"<html><body><p>快科技6月5日消息，博主数码闲聊站表示，美国新禁令断供EDA，涉及针对用于设计GAAFET结构的EDA工具，而<strong><a href=\"https://laohu8.com/S/TSM\">台积电</a>2nm就是GAAFET结构。</strong></p><p>他指出，在该禁令下，<strong>玄戒芯片应该无法突破2nm，很长一段时间都只能在3nm节点打转，</strong>玄戒O1也将是近几年唯一一次和<a href=\"https://laohu8.com/S/AAPL\">苹果</a>/<a href=\"https://laohu8.com/S/QCOM\">高通</a>/联发科平起平坐的芯片。</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_23/EBA234A708BE3AFCF8D5E415A7F4F7BE923DB0BA_size116_w600_h399.jpg\"/></p><p>值得注意的是，高通、联发科不受影响，<strong>未来很长一段时间内，使用台积电2nm制程的将只有苹果、高通和联发科三家巨头。</strong></p><p>资料显示，EDA全称是Electronic Design Automation，中文名为电子设计自动化。</p><p>在半导体行业中，EDA包含了一系列从设计到制造的软件工具，涵盖了功能设计、布线、验证等环节，是芯片设计中不可或缺的重要组件，也是集成电路产业最上游、壁垒最高的部分，EDA也被称为“芯片之母”。</p><p><img src=\"https://x0.ifengimg.com/ucms/2025_23/8C936DCDA9B353936DBEE3289E3D31F7124DDB09_size93_w600_h381.jpg\"/></p></body></html>","source":"fenghuang_stock","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>美国突然实施EDA断供 博主：接下来台积电2nm只有苹果/高通/联发科</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美国突然实施EDA断供 博主：接下来台积电2nm只有苹果/高通/联发科\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-05 14:26 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8jwCvvL7yXX><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技6月5日消息，博主数码闲聊站表示，美国新禁令断供EDA，涉及针对用于设计GAAFET结构的EDA工具，而台积电2nm就是GAAFET结构。他指出，在该禁令下，玄戒芯片应该无法突破2nm，很长一段时间都只能在3nm节点打转，玄戒O1也将是近几年唯一一次和苹果/高通/联发科平起平坐的芯片。值得注意的是，高通、联发科不受影响，未来很长一段时间内，使用台积电2nm制程的将只有苹果、高通和联发科三家...</p>\n\n<a href=\"https://tech.ifeng.com/c/8jwCvvL7yXX\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","QCOM":"高通","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","MACW.SI":"APPLE 3xLongSG261006","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS 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INCOME FOCUS TRUST FUND (USD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU1917777945.USD":"安联专题基金Cl AT Acc"},"source_url":"https://tech.ifeng.com/c/8jwCvvL7yXX","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2541046862","content_text":"快科技6月5日消息，博主数码闲聊站表示，美国新禁令断供EDA，涉及针对用于设计GAAFET结构的EDA工具，而台积电2nm就是GAAFET结构。他指出，在该禁令下，玄戒芯片应该无法突破2nm，很长一段时间都只能在3nm节点打转，玄戒O1也将是近几年唯一一次和苹果/高通/联发科平起平坐的芯片。值得注意的是，高通、联发科不受影响，未来很长一段时间内，使用台积电2nm制程的将只有苹果、高通和联发科三家巨头。资料显示，EDA全称是Electronic Design Automation，中文名为电子设计自动化。在半导体行业中，EDA包含了一系列从设计到制造的软件工具，涵盖了功能设计、布线、验证等环节，是芯片设计中不可或缺的重要组件，也是集成电路产业最上游、壁垒最高的部分，EDA也被称为“芯片之母”。","news_type":1,"symbols_score_info":{"03145":0.6,"AAPL":1,"MACW.SI":0.6,"QCOM":1,"TSM":1}},"isVote":1,"tweetType":1,"viewCount":1053,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3480130458915826","authorId":"3480130458915826","name":"zs 纸盒大魔王","avatar":"https://static.tigerbbs.com/b9c61c96b9829cbb8f3861b768a80bf4","crmLevel":6,"crmLevelSwitch":1,"idStr":"3480130458915826","authorIdStr":"3480130458915826"},"content":"任何人 3 纳米都离不开","text":"任何人 3 纳米都离不开","html":"任何人 3 纳米都离不开"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442553544749920,"gmtCreate":1749067701755,"gmtModify":1749073865297,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"themes":[],"htmlText":"真的能达到90%吗？是2nm的吗？","listText":"真的能达到90%吗？是2nm的吗？","text":"真的能达到90%吗？是2nm的吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/442553544749920","repostId":"2540574260","repostType":2,"repost":{"id":"2540574260","kind":"news","pubTimestamp":1749030080,"share":"https://www.laohu8.com/m/news/2540574260?lang=&edition=full","pubTime":"2025-06-04 17:41","market":"us","language":"zh","title":"台积电2nm良率突破90%，美国厂将量产英伟达AI芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=2540574260","media":"半导体投资联盟","summary":"苹果将是台积电亚利桑那州工厂的最大客户，并将率先从该工厂接收芯片。据悉，英伟达的AI芯片目前正在台积电美国工厂进行工艺验证。台积电在2nm芯片制造工艺方面也取得了长足进步。据报道，台积电2nm技术的良率已超过90%。据市场报道，Kinik占据台积电3nm制程技术70%的市场份额。随着台积电2nm制程产能的提升，其金刚石磨盘收入将实现环比增长。","content":"<html><body><article><img src=\"\"/><p>了解最快最全半导体投资资讯，请关注【半导体投资联盟】微信公众号</p><p><strong>更多重磅新闻，</strong><strong>请点击进入</strong><strong>爱集微小程序</strong><strong>阅读</strong></p><p><strong>或下载爱集微APP阅读</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20250604180340907v206oa24h7ig6fe\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20250604180343137v2061lh5r1oyeyj\"/><p>据报道，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的人工智能（AI）芯片预计将于2025年底在<a href=\"https://laohu8.com/S/TSM\">台积电</a>美国工厂量产。台积电位于亚利桑那州的工厂于今年早些时候开始生产芯片，是该公司在美国制造业务的基石。分析师认为，由于英伟达、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/QCOM\">高通</a>、AMD和<a href=\"https://laohu8.com/S/AVGO\">博通</a>等美国主要科技公司的正在争夺订单，该晶圆工厂的产能利用率可能很快就会达到满负荷状态。除了报道亚利桑那州工厂需求强劲之外，另有消息称，台积电领先的2nm制程存储产品的良率已超过90%。</p><p>苹果将是台积电亚利桑那州工厂的最大客户，并将率先从该工厂接收芯片。台积电目前正在亚利桑那州生产N4（5nm和4nm）芯片。据悉，英伟达的AI芯片目前正在台积电美国工厂进行工艺验证。这些芯片将于今年年底投入生产。</p><p>台积电亚利桑那州工厂的需求正在增长，但也有消息称，该工厂可能会将芯片价格提高多达30%。业内人士认为，美国制造成本上涨是导致芯片价格上涨的原因。此外，工厂的高产能利用率也可能是导致价格上涨的原因。Cloud Express的Nobunaga Chai认为，亚利桑那州工厂目前每月生产15000片12英寸晶圆，并将很快将产能提升至24000片，达到峰值产能。</p><p>台积电在2nm芯片制造工艺方面也取得了长足进步。据报道，台积电2nm技术的良率已超过90%。</p><p>高良率主要体现在存储产品方面，台积电2nm工艺的流片量是5nm工艺的四倍。分析师们正在利用晶圆切割和抛光公司的收入和需求作为衡量台积电2nm和3nm制程需求的指标。</p><p>Kinik和Phoenix Silicon International Corporation这两家公司的金刚石磨盘工具需求正在增长。据市场报道，Kinik占据台积电3nm制程技术70%的市场份额。该公司已将其月产能提升至5万片金刚石磨盘。随着台积电2nm制程产能的提升，其金刚石磨盘收入将实现环比增长。</p><p>金刚石磨盘是芯片制造过程中化学机械抛光（CMP）工艺的一部分。芯片制造商使用这些磨盘来确保晶圆表面在制造前没有杂质，并在晶圆上印刷数十亿个微型电路来制造成芯片，然后去除多余的材料。</p><p>校对：赵月        责编：李梅</p></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>台积电2nm良率突破90%，美国厂将量产英伟达AI芯片</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台积电2nm良率突破90%，美国厂将量产英伟达AI芯片\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-04 17:41 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250604180416a499b498&s=b><strong>半导体投资联盟</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>了解最快最全半导体投资资讯，请关注【半导体投资联盟】微信公众号更多重磅新闻，请点击进入爱集微小程序阅读或下载爱集微APP阅读据报道，英伟达的人工智能（AI）芯片预计将于2025年底在台积电美国工厂量产。台积电位于亚利桑那州的工厂于今年早些时候开始生产芯片，是该公司在美国制造业务的基石。分析师认为，由于英伟达、苹果、高通、AMD和博通等美国主要科技公司的正在争夺订单，该晶圆工厂的产能利用率可能很快就...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250604180416a499b498&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","NVDS.UK":"LS -1X NVIDIA","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","NVD3.UK":"LS 3X NVIDIA","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","LU0823414478.USD":"法巴经典能源转换基金","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" 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A2 SGD-H","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","BK4602":"量子计算概念","03145":"华夏亚洲高息股","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","NVDS":"Tradr 1.5X Short NVDA Daily ETF","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","TSM":"台积电","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","NVDU":"Direxion Daily NVDA Bull 2X Shares","BK4550":"红杉资本持仓","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250604180416a499b498&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2540574260","content_text":"了解最快最全半导体投资资讯，请关注【半导体投资联盟】微信公众号更多重磅新闻，请点击进入爱集微小程序阅读或下载爱集微APP阅读据报道，英伟达的人工智能（AI）芯片预计将于2025年底在台积电美国工厂量产。台积电位于亚利桑那州的工厂于今年早些时候开始生产芯片，是该公司在美国制造业务的基石。分析师认为，由于英伟达、苹果、高通、AMD和博通等美国主要科技公司的正在争夺订单，该晶圆工厂的产能利用率可能很快就会达到满负荷状态。除了报道亚利桑那州工厂需求强劲之外，另有消息称，台积电领先的2nm制程存储产品的良率已超过90%。苹果将是台积电亚利桑那州工厂的最大客户，并将率先从该工厂接收芯片。台积电目前正在亚利桑那州生产N4（5nm和4nm）芯片。据悉，英伟达的AI芯片目前正在台积电美国工厂进行工艺验证。这些芯片将于今年年底投入生产。台积电亚利桑那州工厂的需求正在增长，但也有消息称，该工厂可能会将芯片价格提高多达30%。业内人士认为，美国制造成本上涨是导致芯片价格上涨的原因。此外，工厂的高产能利用率也可能是导致价格上涨的原因。Cloud Express的Nobunaga Chai认为，亚利桑那州工厂目前每月生产15000片12英寸晶圆，并将很快将产能提升至24000片，达到峰值产能。台积电在2nm芯片制造工艺方面也取得了长足进步。据报道，台积电2nm技术的良率已超过90%。高良率主要体现在存储产品方面，台积电2nm工艺的流片量是5nm工艺的四倍。分析师们正在利用晶圆切割和抛光公司的收入和需求作为衡量台积电2nm和3nm制程需求的指标。Kinik和Phoenix Silicon International Corporation这两家公司的金刚石磨盘工具需求正在增长。据市场报道，Kinik占据台积电3nm制程技术70%的市场份额。该公司已将其月产能提升至5万片金刚石磨盘。随着台积电2nm制程产能的提升，其金刚石磨盘收入将实现环比增长。金刚石磨盘是芯片制造过程中化学机械抛光（CMP）工艺的一部分。芯片制造商使用这些磨盘来确保晶圆表面在制造前没有杂质，并在晶圆上印刷数十亿个微型电路来制造成芯片，然后去除多余的材料。校对：赵月        责编：李梅","news_type":1,"symbols_score_info":{"03145":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDY":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6,"TSM":1}},"isVote":1,"tweetType":1,"viewCount":854,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3528806047540247","authorId":"3528806047540247","name":"Parko522","avatar":"https://static.tigerbbs.com/a854f45bbb08ca8279018f2abd565f6e","crmLevel":5,"crmLevelSwitch":1,"idStr":"3528806047540247","authorIdStr":"3528806047540247"},"content":"我也是怀疑","text":"我也是怀疑","html":"我也是怀疑"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":449732150378856,"gmtCreate":1750824284054,"gmtModify":1750824285815,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"themes":[],"htmlText":"5纳米芯片可能会降价，因为两纳米即将投产","listText":"5纳米芯片可能会降价，因为两纳米即将投产","text":"5纳米芯片可能会降价，因为两纳米即将投产","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/449732150378856","repostId":"2545628522","repostType":2,"repost":{"id":"2545628522","kind":"news","pubTimestamp":1750758333,"share":"https://www.laohu8.com/m/news/2545628522?lang=&edition=full","pubTime":"2025-06-24 17:45","market":"us","language":"zh","title":"消息称！中微公司5nm刻蚀设备，获台积电订单！","url":"https://stock-news.laohu8.com/highlight/detail?id=2545628522","media":"半导体数据","summary":"近日，据可靠业内消息，台积电南京厂向中微半导体设备（上海）股份有限公司抛出“橄榄枝”，下单采购10台5nm介质刻蚀机，这些设备预计在2026年第一季度完成交付。这一消息，无疑在半导体行业激起千层浪，标志着中微公司在全球半导体设备市场的地位再度攀升。中微公司凭借多年技术创新与研发投入，成功打入台积电5nm制程供应链。早在2018年底，中微自主研发的5nm等离子体刻蚀机就通过台积电验证，性能优异。","content":"<html><body><article><p><strong>汇集半导体行业资讯 技术前沿、发展趋势！</strong></p><p>近日，据可靠业内消息，<a href=\"https://laohu8.com/S/TSM\">台积电</a>南京厂向<a href=\"https://laohu8.com/S/688380\">中微半导</a>体设备（上海）股份有限公司抛出“橄榄枝”，下单采购10台5nm介质刻蚀机，这些设备预计在2026年第一季度完成交付。这一消息，无疑在半导体行业激起千层浪，标志着<a href=\"https://laohu8.com/S/688012\">中微公司</a>在全球半导体设备市场的地位再度攀升。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250624182216870v206kfmsswoq8xq\"/><p>台积电是全球晶圆代工龙头，对设备供应商筛选极为严苛，技术、质量与稳定性缺一不可。中微公司凭借多年技术创新与研发投入，成功打入台积电5nm制程供应链。</p><p>早在2018年底，中微自主研发的5nm等离子体刻蚀机就通过台积电验证，性能优异。经过数年打磨优化，如今终于收获订单，证明了其技术成熟可靠。</p><p>回顾中微公司的发展历程，可谓是一部波澜壮阔的奋斗史。从最初的65nm等离子介质蚀刻机起步，中微公司的研发团队凭借着深厚的技术积累和勇于创新的精神，一步一个脚印，逐步攻克了45nm、32nm、28nm、16nm、10nm、7nm等关键制程技术。每一次技术跨越，都凝聚着研发人员的智慧与心血，都是中微公司不断突破自我、追求卓越的见证。</p><p>在中微公司<a href=\"https://laohu8.com/S/002296\">辉煌</a>成就的背后，有一位关键人物——尹志尧。他1944年出生于北京，自幼勤奋好学，凭借着优异的成绩考入中国科学技术大学化学物理系，后又攻读北京大学化学系硕士、美国加州大学洛杉矶分校物理化学博士。</p><p>在半导体行业，尹志尧堪称传奇人物。他曾在<a href=\"https://laohu8.com/S/INTC\">英特尔</a>、泛林半导体和<a href=\"https://laohu8.com/S/AMAT\">应用材料</a>等国际知名半导体企业任职，积累了丰富的行业经验和技术知识，是几代等离子体刻蚀技术及设备的主要发明人和工业化应用的推动者之一，拥有86项美国专利和200多项各国专利，被誉为“硅谷最有成就的华人之一”。</p><p>然而，尽管在美国取得了辉煌的成就，尹志尧心中始终怀揣着对祖国的热爱和对中国半导体事业发展的期望。2004年，60岁的他做出了一个令人震惊的决定：放弃美国的高薪工作和优越的生活条件，毅然回国创办中微半导体设备有限公司。</p><p>中微半导体设备（上海）股份有限公司成立于2004年，是一家以中国为基地、面向全球的微观加工高端设备公司。公司专注于高端半导体设备的研发与制造，产品涵盖刻蚀设备、薄膜沉积设备等，技术覆盖5纳米及以下先进制程。中微公司坚持“三维发展”战略，在技术创新、产品优化和市场准入方面取得重大突破，刻蚀设备全球市占率持续提升，已成为国产半导体设备领域的龙头企业，为全球集成电路和泛半导体行业提供极具竞争力的高端设备和服务。</p><p>据中微半导体2024发布的年度报告，创办人、董事长兼执行长尹志尧已放弃美国籍，重新恢复中国籍。</p><p>*声明：本文系原作者创作。文章内容系其个人观点，我方转载仅为分享与讨论，不代表我方赞成或认同，如有异议，侵权欢迎联系我们删除！</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250624182223905v20637a5rstdr0s\"/></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 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技术前沿、发展趋势！近日，据可靠业内消息，台积电南京厂向中微半导体设备（上海）股份有限公司抛出“橄榄枝”，下单采购10台5nm介质刻蚀机，这些设备预计在2026年第一季度完成交付。这一消息，无疑在半导体行业激起千层浪，标志着中微公司在全球半导体设备市场的地位再度攀升。台积电是全球晶圆代工龙头，对设备供应商筛选极为严苛，技术、质量与稳定性缺一不可。中微公司凭借多年技术创新与研发...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250624182231a4bb5078&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"561980":"半导体设备ETF","688012":"中微公司","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) 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技术前沿、发展趋势！近日，据可靠业内消息，台积电南京厂向中微半导体设备（上海）股份有限公司抛出“橄榄枝”，下单采购10台5nm介质刻蚀机，这些设备预计在2026年第一季度完成交付。这一消息，无疑在半导体行业激起千层浪，标志着中微公司在全球半导体设备市场的地位再度攀升。台积电是全球晶圆代工龙头，对设备供应商筛选极为严苛，技术、质量与稳定性缺一不可。中微公司凭借多年技术创新与研发投入，成功打入台积电5nm制程供应链。早在2018年底，中微自主研发的5nm等离子体刻蚀机就通过台积电验证，性能优异。经过数年打磨优化，如今终于收获订单，证明了其技术成熟可靠。回顾中微公司的发展历程，可谓是一部波澜壮阔的奋斗史。从最初的65nm等离子介质蚀刻机起步，中微公司的研发团队凭借着深厚的技术积累和勇于创新的精神，一步一个脚印，逐步攻克了45nm、32nm、28nm、16nm、10nm、7nm等关键制程技术。每一次技术跨越，都凝聚着研发人员的智慧与心血，都是中微公司不断突破自我、追求卓越的见证。在中微公司辉煌成就的背后，有一位关键人物——尹志尧。他1944年出生于北京，自幼勤奋好学，凭借着优异的成绩考入中国科学技术大学化学物理系，后又攻读北京大学化学系硕士、美国加州大学洛杉矶分校物理化学博士。在半导体行业，尹志尧堪称传奇人物。他曾在英特尔、泛林半导体和应用材料等国际知名半导体企业任职，积累了丰富的行业经验和技术知识，是几代等离子体刻蚀技术及设备的主要发明人和工业化应用的推动者之一，拥有86项美国专利和200多项各国专利，被誉为“硅谷最有成就的华人之一”。然而，尽管在美国取得了辉煌的成就，尹志尧心中始终怀揣着对祖国的热爱和对中国半导体事业发展的期望。2004年，60岁的他做出了一个令人震惊的决定：放弃美国的高薪工作和优越的生活条件，毅然回国创办中微半导体设备有限公司。中微半导体设备（上海）股份有限公司成立于2004年，是一家以中国为基地、面向全球的微观加工高端设备公司。公司专注于高端半导体设备的研发与制造，产品涵盖刻蚀设备、薄膜沉积设备等，技术覆盖5纳米及以下先进制程。中微公司坚持“三维发展”战略，在技术创新、产品优化和市场准入方面取得重大突破，刻蚀设备全球市占率持续提升，已成为国产半导体设备领域的龙头企业，为全球集成电路和泛半导体行业提供极具竞争力的高端设备和服务。据中微半导体2024发布的年度报告，创办人、董事长兼执行长尹志尧已放弃美国籍，重新恢复中国籍。*声明：本文系原作者创作。文章内容系其个人观点，我方转载仅为分享与讨论，不代表我方赞成或认同，如有异议，侵权欢迎联系我们删除！","news_type":1,"symbols_score_info":{"561980":0.9,"688012":0.9,"03145":0.6,"TSM":1}},"isVote":1,"tweetType":1,"viewCount":583,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"content":"低端芯片走中芯的路，让中芯生产的高端芯片无路可走。","text":"低端芯片走中芯的路，让中芯生产的高端芯片无路可走。","html":"低端芯片走中芯的路，让中芯生产的高端芯片无路可走。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":445234841240192,"gmtCreate":1749721155833,"gmtModify":1749721694735,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"themes":[],"htmlText":"附近有没有印度布朗式飞弹发射？","listText":"附近有没有印度布朗式飞弹发射？","text":"附近有没有印度布朗式飞弹发射？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/445234841240192","repostId":"1198755475","repostType":4,"repost":{"id":"1198755475","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":1749718591,"share":"https://www.laohu8.com/m/news/1198755475?lang=&edition=full","pubTime":"2025-06-12 16:56","market":"us","language":"zh","title":"波音又添黑历史，787客机发生首起空难，股价应声暴跌","url":"https://stock-news.laohu8.com/highlight/detail?id=1198755475","media":"老虎资讯综合","summary":"6月12日，波音盘前下挫，现跌超5%。","content":"<html><head></head><body><p>6月12日，波音盘前跌幅扩大至6%。消息方面：据悉印度坠毁航班机型为波音787。<strong>据印度新德里电视台最新消息，印度民航局确认机上242人遇难。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7f94b6e3c43b2c7929bee48f84aaf6d\" title=\"\" tg-width=\"914\" tg-height=\"528\"/></p><p><strong>印度民航局确认机上242人遇难</strong></p><p>据环球网援引印度新德里电视台最新消息，印度民航局确认机上242人遇难。</p><p><strong>印度航空失事飞机为波音787机型首起空难</strong></p><p>印度航空一架飞机起飞后不久失事。这是一架11.5年机龄的波音787-8飞机，这也是波音787机型首起空难。</p><p>【事件回顾】</p><p>据印度当地电视台报道，一架客机12日在古杰拉特邦艾哈迈达巴德机场坠毁，机场上空冒起浓烟，目前伤亡情况不明。</p><p>据悉，这是一架印度航空的航班，消息人士称机上可能载有133人。印度亚洲新闻国际通讯社援引警方消息报道说，机上载有242名乘客。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea45a50a866d2b84ed5b99918873382d\" title=\"\" tg-width=\"481\" tg-height=\"528\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/96a744266c442b4e7354f5cee17ceded\" title=\"\" tg-width=\"525\" tg-height=\"605\"/></p><p>印度新德里电视台（NDTV）报道称，客机于当地时间13时17分坠毁，原本计划从艾哈迈达巴德机场起飞前往英国，报道称失事机型为波音787。</p><p><strong>印度航空6月12日发表声明称，该公司一架计划从艾哈迈达巴德机场起飞前往伦敦的客机，当日在古吉拉特邦艾哈迈达巴德机场附近坠毁，航班号为AI171。</strong></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>波音又添黑历史，787客机发生首起空难，股价应声暴跌</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; 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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波音又添黑历史，787客机发生首起空难，股价应声暴跌\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\">2025-06-12 16:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月12日，波音盘前跌幅扩大至6%。消息方面：据悉印度坠毁航班机型为波音787。<strong>据印度新德里电视台最新消息，印度民航局确认机上242人遇难。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f7f94b6e3c43b2c7929bee48f84aaf6d\" title=\"\" tg-width=\"914\" tg-height=\"528\"/></p><p><strong>印度民航局确认机上242人遇难</strong></p><p>据环球网援引印度新德里电视台最新消息，印度民航局确认机上242人遇难。</p><p><strong>印度航空失事飞机为波音787机型首起空难</strong></p><p>印度航空一架飞机起飞后不久失事。这是一架11.5年机龄的波音787-8飞机，这也是波音787机型首起空难。</p><p>【事件回顾】</p><p>据印度当地电视台报道，一架客机12日在古杰拉特邦艾哈迈达巴德机场坠毁，机场上空冒起浓烟，目前伤亡情况不明。</p><p>据悉，这是一架印度航空的航班，消息人士称机上可能载有133人。印度亚洲新闻国际通讯社援引警方消息报道说，机上载有242名乘客。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ea45a50a866d2b84ed5b99918873382d\" title=\"\" tg-width=\"481\" tg-height=\"528\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/96a744266c442b4e7354f5cee17ceded\" title=\"\" tg-width=\"525\" tg-height=\"605\"/></p><p>印度新德里电视台（NDTV）报道称，客机于当地时间13时17分坠毁，原本计划从艾哈迈达巴德机场起飞前往英国，报道称失事机型为波音787。</p><p><strong>印度航空6月12日发表声明称，该公司一架计划从艾哈迈达巴德机场起飞前往伦敦的客机，当日在古吉拉特邦艾哈迈达巴德机场附近坠毁，航班号为AI171。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ea45a50a866d2b84ed5b99918873382d","relate_stocks":{"BA":"波音"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198755475","content_text":"6月12日，波音盘前跌幅扩大至6%。消息方面：据悉印度坠毁航班机型为波音787。据印度新德里电视台最新消息，印度民航局确认机上242人遇难。印度民航局确认机上242人遇难据环球网援引印度新德里电视台最新消息，印度民航局确认机上242人遇难。印度航空失事飞机为波音787机型首起空难印度航空一架飞机起飞后不久失事。这是一架11.5年机龄的波音787-8飞机，这也是波音787机型首起空难。【事件回顾】据印度当地电视台报道，一架客机12日在古杰拉特邦艾哈迈达巴德机场坠毁，机场上空冒起浓烟，目前伤亡情况不明。据悉，这是一架印度航空的航班，消息人士称机上可能载有133人。印度亚洲新闻国际通讯社援引警方消息报道说，机上载有242名乘客。印度新德里电视台（NDTV）报道称，客机于当地时间13时17分坠毁，原本计划从艾哈迈达巴德机场起飞前往英国，报道称失事机型为波音787。印度航空6月12日发表声明称，该公司一架计划从艾哈迈达巴德机场起飞前往伦敦的客机，当日在古吉拉特邦艾哈迈达巴德机场附近坠毁，航班号为AI171。","news_type":1,"symbols_score_info":{"BA":1.1}},"isVote":1,"tweetType":1,"viewCount":395,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":443016257934032,"gmtCreate":1749180688734,"gmtModify":1749180690016,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a> 美团和京东达成合作了吗？为什么我点京东秒送的确是穿着美团衣服的给我送？京东完美利用了外卖员。","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a> 美团和京东达成合作了吗？为什么我点京东秒送的确是穿着美团衣服的给我送？京东完美利用了外卖员。","text":"$京东(JD)$ 美团和京东达成合作了吗？为什么我点京东秒送的确是穿着美团衣服的给我送？京东完美利用了外卖员。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/430427213152448","isVote":1,"tweetType":1,"viewCount":1636,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3439810654623442","authorId":"3439810654623442","name":"番茄男人","avatar":"https://static.tigerbbs.com/bbecdbdcd2b5daeaf782305249b38cb3","crmLevel":7,"crmLevelSwitch":1,"idStr":"3439810654623442","authorIdStr":"3439810654623442"},"content":"兼职，谁家外卖都可以接","text":"兼职，谁家外卖都可以接","html":"兼职，谁家外卖都可以接"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":450670274281568,"gmtCreate":1751053028193,"gmtModify":1751053029657,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 应该还有自动驾驶与出租车司机利益爆发冲突","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 应该还有自动驾驶与出租车司机利益爆发冲突","text":"$特斯拉(TSLA)$ 应该还有自动驾驶与出租车司机利益爆发冲突","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/450670274281568","repostId":"2546520277","repostType":2,"repost":{"id":"2546520277","kind":"news","pubTimestamp":1750978959,"share":"https://www.laohu8.com/m/news/2546520277?lang=&edition=full","pubTime":"2025-06-27 07:02","market":"us","language":"zh","title":"欧洲销量五连跌，马斯克挥刀解雇特斯拉北美及欧洲业务负责人","url":"https://stock-news.laohu8.com/highlight/detail?id=2546520277","media":"智通财经","summary":"然而，据消息人士透露，阿夫沙尔因欧洲市场销量持续萎靡不振而被追究责任，最终被马斯克解雇，阿夫沙尔本人的名字已无法在特斯拉内部通讯录搜寻到。截至周四美股收盘，特斯拉股价收跌0.54%至325.78美元，未能避免连续三个交易日收跌。","content":"<html><head></head><body><p>6月27日，据媒体援引消息人士透露的信息报道称，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.US) 首席执行官埃隆·马斯克因对公司业绩和日益下滑的市场知名度不满，已解雇该公司北美和欧洲业务的总负责人，这也是这家深陷销量动荡的全球电动汽车领导者本月第二次传出高管人事变动，凸显出马斯克正在大刀阔斧改革高层架构以提振特斯拉全球销量，尤其是欧洲市场的销量。</p><p>据消息人士透露，奥米德·阿夫沙尔(Omead Afshar)——于 2011年以特斯拉工程师身份开启职业生涯，此后便一路晋升为CEO马斯克的高级副手之一，并且是马斯克本人长期挚友，堪称是他在特斯拉最亲密心腹。然而，据消息人士透露，阿夫沙尔因欧洲市场销量持续萎靡不振而被追究责任，最终被马斯克解雇，阿夫沙尔本人的名字已无法在特斯拉内部通讯录搜寻到。</p><p>根据该公司最新销售数据，特斯拉品牌在欧洲的整体电动汽车销量已连续五个月大幅下滑，今年5月较2024年5月大幅减少约28%，作为对比的是，整个欧洲对电动汽车的需求有所增加。</p><p>欧洲汽车制造商协会(“ACEA”)汇编的数据显示，特斯拉5月的消费者新车注册量降至仅仅8,729 辆，同比可谓腰斩式下降40.5%，使其市场份额从去年的1.6% 降至0.9%。年初至今，特斯拉在欧洲的市场份额徘徊于1%附近，远远低于一年前的约2%。</p><p>在公司发布第二季度全球电动汽车交付报告之前，华尔街分析师们普遍预计特斯拉本季度全球交付39.3 万辆电动汽车，意味着将呈现同比下降 11%，但较上一季度有望增长17%。</p><p>截至周四美股收盘，特斯拉股价收跌0.54%至325.78美元，未能避免连续三个交易日收跌。</p><p>华尔街投资机构Baird将特斯拉第二季度的交付量预期下调至仅仅37.7 万辆，该机构分析师Ben Kallo指出，由于 5 月份以来第三方数据表现疲软，以及新款 Model Y 生产的重新提速(这一情况在本季度仍略有持续)，可能会导致数据表现不佳。</p><p>Kallo写道：“交付量仍是基本面的重要组成部分，但我们注意到，近期推出的自动驾驶出租车服务以及人们对这一机遇的热切期待，可能会在短期内占据主导地位。我们认为，推出一款更经济实惠的车型可能会给2025年下半年带来净负利润的影响。”</p><p><a href=\"https://laohu8.com/S/UBS\">瑞银</a>则发布研报称，重申对特斯拉股票的“卖出”评级，目标价仅仅设定为215美元。瑞银预计特斯拉<a href=\"https://laohu8.com/S/QTWO\">Q2</a>全球交付量约为36.6万辆，同比下降18%，环比增长9%，比市场普遍预期足足低10%。</p><p>瑞银在研究报告中表示，由于投资者们持续聚焦特斯拉近日正在测试的完全自动驾驶出租车Robotaxi，预计许多看涨者将“忽略”电动汽车交付数据，因为他们认为特斯拉股票的价值在于人工智能(基于特斯拉AI超算体系打造的FSD、Robotaxi和人形机器人)。但瑞银强调，特斯拉当下财务表现主要依赖汽车业务，这项业务不仅有助于为前沿业务提供资金，而且随着股价上涨和汽车业务前景持续恶化，市场为已经很昂贵的人工智能期权注入更高溢价，实际支撑数据却寥寥无几。</p><p>瑞银表示，不及预期的交付量报告或将成为一剂现实清醒剂。历史数据显示，交付量未达预期会引发特斯拉股价下挫，但上季度的反常值得警惕：尽管交付量较市场预期低11%，但特拉斯股价逆势上涨5%，创2022年以来最大背离。</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>欧洲销量五连跌，马斯克挥刀解雇特斯拉北美及欧洲业务负责人</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欧洲销量五连跌，马斯克挥刀解雇特斯拉北美及欧洲业务负责人\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-27 07:02 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1310570.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月27日，据媒体援引消息人士透露的信息报道称，特斯拉(TSLA.US) 首席执行官埃隆·马斯克因对公司业绩和日益下滑的市场知名度不满，已解雇该公司北美和欧洲业务的总负责人，这也是这家深陷销量动荡的全球电动汽车领导者本月第二次传出高管人事变动，凸显出马斯克正在大刀阔斧改革高层架构以提振特斯拉全球销量，尤其是欧洲市场的销量。据消息人士透露，奥米德·阿夫沙尔(Omead Afshar)——于 2011...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1310570.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4604":"机器人概念","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4511":"特斯拉概念","BK4099":"汽车制造商","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS 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H2-SGD"},"source_url":"http://www.zhitongcaijing.com/content/detail/1310570.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2546520277","content_text":"6月27日，据媒体援引消息人士透露的信息报道称，特斯拉(TSLA.US) 首席执行官埃隆·马斯克因对公司业绩和日益下滑的市场知名度不满，已解雇该公司北美和欧洲业务的总负责人，这也是这家深陷销量动荡的全球电动汽车领导者本月第二次传出高管人事变动，凸显出马斯克正在大刀阔斧改革高层架构以提振特斯拉全球销量，尤其是欧洲市场的销量。据消息人士透露，奥米德·阿夫沙尔(Omead Afshar)——于 2011年以特斯拉工程师身份开启职业生涯，此后便一路晋升为CEO马斯克的高级副手之一，并且是马斯克本人长期挚友，堪称是他在特斯拉最亲密心腹。然而，据消息人士透露，阿夫沙尔因欧洲市场销量持续萎靡不振而被追究责任，最终被马斯克解雇，阿夫沙尔本人的名字已无法在特斯拉内部通讯录搜寻到。根据该公司最新销售数据，特斯拉品牌在欧洲的整体电动汽车销量已连续五个月大幅下滑，今年5月较2024年5月大幅减少约28%，作为对比的是，整个欧洲对电动汽车的需求有所增加。欧洲汽车制造商协会(“ACEA”)汇编的数据显示，特斯拉5月的消费者新车注册量降至仅仅8,729 辆，同比可谓腰斩式下降40.5%，使其市场份额从去年的1.6% 降至0.9%。年初至今，特斯拉在欧洲的市场份额徘徊于1%附近，远远低于一年前的约2%。在公司发布第二季度全球电动汽车交付报告之前，华尔街分析师们普遍预计特斯拉本季度全球交付39.3 万辆电动汽车，意味着将呈现同比下降 11%，但较上一季度有望增长17%。截至周四美股收盘，特斯拉股价收跌0.54%至325.78美元，未能避免连续三个交易日收跌。华尔街投资机构Baird将特斯拉第二季度的交付量预期下调至仅仅37.7 万辆，该机构分析师Ben Kallo指出，由于 5 月份以来第三方数据表现疲软，以及新款 Model Y 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