一割的个人主页 - 老虎社区

一割

尊重一下市场好不好？

IP属地：上海

17关注

6粉丝

1主题

0勋章

12-21 13:02

$特斯拉(TSLA)$ 特斯拉股价马上要冲刺600美金，可能会突破1000美金

12-19

$拼多多(PDD)$ 京东、阿里违法网贷正在透支其客户的消费能力，一旦违约上报征信会导致其客户所有平台会进行抽贷而产生债务暴雷。一但有余额优先还款，其客户无法在其平台下单。拼多多的付款渠道多，且能保障在经济下行时期商家与消费者良性关系。

12-14

随时都可以进场，博通价值被低估

12-14

该市场的企业产业链或多或少搬离

12-14

我看好博通，这家企业看齐英伟达

12-14

让子弹再飞一会，跌了不一定能立即反弹的

09-10

加油！以买保时捷911为一个小目标！

09-02

有多余的产能给他吗？

市场消息：阿里开发新款AI芯片顶替英伟达，不再由台积电代工

08-30

借我300刀我能东山再起！

08-30

扶我起来！

08-27

$美团ADR(MPNGY)$ 京东在扫黄除饿的同时实现了财报双双增长，美团却恰恰相反。

08-25

是小日本在做空台积电吗？

据报台积电逐步于2纳米芯片厂房中停用中国制设备

08-11

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

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！

08-09

$台积电(TSM)$ 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！

07-18

$阿斯麦(ASML)$ 股价可能会飙升到一千美金以上

07-18

阿斯麦收益双增，要准备突破一千了。

07-10

现在才申请啊？

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

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

去老虎APP查看更多动态

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class=\"title\">\n市场消息：阿里开发新款AI芯片顶替英伟达，不再由台积电代工\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\">2025-08-29 21:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周五， <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> 盘初大涨超9%。同时， <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 快速下挫超3%， <a href=\"https://laohu8.com/S/TSM\">台积电</a> 跌超2%。市场消息：<strong>阿里开发了一款新的AI芯片，填补英伟达在中国市场的空白。</strong>知情人士称，这款新芯片目前正在测试中，旨在服务于更广泛的人工智能推理任务，而且与英伟达兼容。</p><p>新的芯片不再由台积电代工，转为由国内一家企业代工。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45000285c8e73c4a5ead23daadd14c82\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4d5a7686317b6ccdb1ef7f6133b3f4c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/adb08d03b8d918c2c8ec9dd9fd9c0dcd\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5177d7812ef76cff1bd9b42843979808","relate_stocks":{"NVDA":"英伟达","BABA":"阿里巴巴","TSM":"台积电"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143336870","content_text":"周五， 阿里巴巴 盘初大涨超9%。同时， 英伟达 快速下挫超3%， 台积电 跌超2%。市场消息：阿里开发了一款新的AI芯片，填补英伟达在中国市场的空白。知情人士称，这款新芯片目前正在测试中，旨在服务于更广泛的人工智能推理任务，而且与英伟达兼容。新的芯片不再由台积电代工，转为由国内一家企业代工。","news_type":1,"symbols_score_info":{"NVDA":1.1,"TSM":1.1,"BABA":1.1}},"isVote":1,"tweetType":1,"viewCount":915,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472911283639056,"gmtCreate":1756488350416,"gmtModify":1756488354930,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4207235655169200","idStr":"4207235655169200"},"themes":[],"htmlText":"借我300刀我能东山再起！","listText":"借我300刀我能东山再起！","text":"借我300刀我能东山再起！","images":[{"img":"https://static.tigerbbs.com/4c663bd5aee6ac35da118f37a2bff82d"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472911283639056","isVote":1,"tweetType":1,"viewCount":1127,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":472910636184296,"gmtCreate":1756488191762,"gmtModify":1756488203677,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4207235655169200","idStr":"4207235655169200"},"themes":[],"htmlText":"扶我起来！","listText":"扶我起来！","text":"扶我起来！","images":[{"img":"https://static.tigerbbs.com/0929b5104ef26c0f8e4d48e16b8d9431"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472910636184296","isVote":1,"tweetType":1,"viewCount":1045,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":472051141472328,"gmtCreate":1756299332527,"gmtModify":1756300318289,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4207235655169200","idStr":"4207235655169200"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MPNGY\">$美团ADR(MPNGY)$&nbsp;</a><v-v data-views=\"0\"></v-v> 京东在扫黄除饿的同时实现了财报双双增长，美团却恰恰相反。","listText":"<a href=\"https://laohu8.com/S/MPNGY\">$美团ADR(MPNGY)$&nbsp;</a><v-v data-views=\"0\"></v-v> 京东在扫黄除饿的同时实现了财报双双增长，美团却恰恰相反。","text":"$美团ADR(MPNGY)$ 京东在扫黄除饿的同时实现了财报双双增长，美团却恰恰相反。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472051141472328","isVote":1,"tweetType":1,"viewCount":1572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":471451195592848,"gmtCreate":1756131896512,"gmtModify":1756131898252,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4207235655169200","idStr":"4207235655169200"},"themes":[],"htmlText":"是小日本在做空台积电吗？","listText":"是小日本在做空台积电吗？","text":"是小日本在做空台积电吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/471451195592848","repostId":"2562219667","repostType":2,"repost":{"id":"2562219667","kind":"news","pubTimestamp":1756104259,"share":"https://www.laohu8.com/m/news/2562219667?lang=zh_CN&edition=full","pubTime":"2025-08-25 14:44","market":"us","language":"zh","title":"据报台积电逐步于2纳米芯片厂房中停用中国制设备","url":"https://stock-news.laohu8.com/highlight/detail?id=2562219667","media":"AASTOCKS","summary":"《日经亚洲》引述消息报道，台积电(TSM.US)正逐步在最先进的2纳米芯片厂房中停用中国制设备，以避免美国潜在限制措施可能影响生产。知情人士透露，举措与美国可能出台的新规有关，该草案拟禁止接受美国资金补助的芯片制造商使用中国制设备。台积电在先进制程中，曾采用来自中微公司(AMEC)(688012.SH)及屹唐股份(688729.SH)美国子公司Mattson Technology的设备。集团的2纳米芯片生产基地计划落户于新竹，随后扩展至高雄。集团同时正在美国亚利桑那州兴建第三座晶圆厂，未来亦将会生产2纳米芯片。","content":"<html><body><article><p>《日经亚洲》引述消息报道，<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.US)正逐步在最先进的2纳米芯片厂房中停用中国制设备，以避免美国潜在限制措施可能影响生产。知情人士透露，举措与美国可能出台的新规有关，该草案拟禁止接受美国资金补助的芯片制造商使用中国制设备。</p><p>台积电在先进制程中，曾采用来自<a href=\"https://laohu8.com/S/688012\">中微公司</a>(AMEC)(688012.SH)及<a href=\"https://laohu8.com/S/688729\">屹唐股份</a>(688729.SH)美国子公司Mattson Technology的设备。集团的2纳米芯片生产基地计划落户于新竹，随后扩展至高雄。集团同时正在美国亚利桑那州兴建第三座晶圆厂，未来亦将会生产2纳米芯片。</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>据报台积电逐步于2纳米芯片厂房中停用中国制设备</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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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250825155132975f35a9&s=b><strong>AASTOCKS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>《日经亚洲》引述消息报道，台积电(TSM.US)正逐步在最先进的2纳米芯片厂房中停用中国制设备，以避免美国潜在限制措施可能影响生产。知情人士透露，举措与美国可能出台的新规有关，该草案拟禁止接受美国资金补助的芯片制造商使用中国制设备。台积电在先进制程中，曾采用来自中微公司(AMEC)(688012.SH)及屹唐股份(688729.SH)美国子公司Mattson Technology的设备。集团的2...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250825155132975f35a9&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4548":"巴美列捷福持仓","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0878004406.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) INC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) 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href=https://finance.sina.com.cn/world/2025-08-11/doc-infkqftm9949130.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月11日，据知情人士报道，英特尔CEO陈立武将于周一前往白宫，此前美国总统特朗普公开要求其辞职。知情人士称，陈立武计划与特朗普进行广泛对话，旨在说明其个人及职业背景，并可能提出政府与英特尔的合作方案。特朗普在当地时间上周四于社交平台发文称，英特尔首席执行官存在严重的利益冲突，必须立即辞职，并表示这个问题没有其他解决办法。陈立武回应称，“我们正与政府沟通确保其掌握全部事实。”</p>\n\n<a href=\"https://finance.sina.com.cn/world/2025-08-11/doc-infkqftm9949130.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4529":"IDC概念","BK4602":"量子计算概念","BK4575":"芯片概念","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc 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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":997,"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":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4207235655169200","idStr":"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":1228,"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":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4207235655169200","idStr":"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=zh_CN&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\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01211":"比亚迪股份","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK4099":"汽车制造商","BYDDY":"比亚迪ADR","BK4588":"碎股","BK4585":"ETF&股票定投概念"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025071008341697a04254&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2550598662","content_text":"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。天眼查资料显示，比亚迪股份有限公司，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，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。","news_type":1,"symbols_score_info":{"BYDDY":0.9,"01211":0.9,"EVS.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":813,"authorTweetTopStatus":1,"verified":2,"comments":[],"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":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4207235655169200","idStr":"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=zh_CN&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\">网页链接</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":{"LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","BK4574":"无人驾驶","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4604":"机器人概念","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" 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INC","LU0823414478.USD":"法巴经典能源转换基金"},"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":{"TSYW.SI":0.6,"TSLA":1,"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":1507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":513090833994688,"gmtCreate":1766293356917,"gmtModify":1766293359187,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"themes":[],"title":"","htmlText":"<a 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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 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！","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 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！","text":"$英伟达(NVDA)$ 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！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":10,"repostSize":1,"link":"https://laohu8.com/post/431405920100824","isVote":1,"tweetType":1,"viewCount":3863,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"idStr":"4131409357956500","authorIdStr":"4131409357956500"},"content":"刚收到消息，华为已研制出能替代英伟达H20芯片的产品，将在5月份进入大批量生产，算法胜过H20，川普首先害死了美国企业。","text":"刚收到消息，华为已研制出能替代英伟达H20芯片的产品，将在5月份进入大批量生产，算法胜过H20，川普首先害死了美国企业。","html":"刚收到消息，华为已研制出能替代英伟达H20芯片的产品，将在5月份进入大批量生产，算法胜过H20，川普首先害死了美国企业。"},{"author":{"id":"3500035179447421","authorId":"3500035179447421","name":"四两博千金丶","avatar":"https://static.tigerbbs.com/316dfff44063bd5fc83cb9e8b3eb7cc3","crmLevel":1,"crmLevelSwitch":0,"idStr":"3500035179447421","authorIdStr":"3500035179447421"},"content":"还是看资本怎么解读，业绩差，别人预估也差，但是比预计的高就是利好。再来个指引，妥妥的大涨。","text":"还是看资本怎么解读，业绩差，别人预估也差，但是比预计的高就是利好。再来个指引，妥妥的大涨。","html":"还是看资本怎么解读，业绩差，别人预估也差，但是比预计的高就是利好。再来个指引，妥妥的大涨。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":431134987952744,"gmtCreate":1746279296134,"gmtModify":1746280162723,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"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":4079,"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"},{"author":{"id":"4099361149781190","authorId":"4099361149781190","name":"名咪个好","avatar":"https://static.tigerbbs.com/d220be02adfcd74ae5718d40e38c2237","crmLevel":4,"crmLevelSwitch":1,"idStr":"4099361149781190","authorIdStr":"4099361149781190"},"content":"一直听你们说木头姐，请问木头姐是谁呢","text":"一直听你们说木头姐，请问木头姐是谁呢","html":"一直听你们说木头姐，请问木头姐是谁呢"}],"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":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 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。","text":"$英伟达(NVDA)$ 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。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/432111261094176","isVote":1,"tweetType":1,"viewCount":2451,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4201740931853640","authorId":"4201740931853640","name":"操刀鬼","avatar":"https://static.tigerbbs.com/ce230603dccdfafb8942238ee0457d10","crmLevel":1,"crmLevelSwitch":0,"idStr":"4201740931853640","authorIdStr":"4201740931853640"},"content":"换套说辞吧，你们这些人天天这一套说辞，不累啊？","text":"换套说辞吧，你们这些人天天这一套说辞，不累啊？","html":"换套说辞吧，你们这些人天天这一套说辞，不累啊？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":431939248083392,"gmtCreate":1746444918987,"gmtModify":1746448078732,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"1\"></v-v> 京东、阿里违法网贷正在透支其客户的消费能力，一旦违约上报征信会导致其客户所有平台会进行抽贷而产生债务暴雷。一但有余额优先还款，其客户无法在其平台下单。拼多多的付款渠道多，且能保障在经济下行时期商家与消费者良性关系。","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"1\"></v-v> 京东、阿里违法网贷正在透支其客户的消费能力，一旦违约上报征信会导致其客户所有平台会进行抽贷而产生债务暴雷。一但有余额优先还款，其客户无法在其平台下单。拼多多的付款渠道多，且能保障在经济下行时期商家与消费者良性关系。","text":"$拼多多(PDD)$ 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京东在扫黄除饿的同时实现了财报双双增长，美团却恰恰相反。","text":"$美团ADR(MPNGY)$ 京东在扫黄除饿的同时实现了财报双双增长，美团却恰恰相反。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472051141472328","isVote":1,"tweetType":1,"viewCount":1572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"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":5,"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=zh_CN&edition=full","pubTime":"2025-06-05 14:26","market":"hk","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 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\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU2211814178.USD":"ALLIANZ CLEAN PLANET \"AT\" (USD) ACC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","AAPL":"苹果","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU0158827948.USD":"ALLIANZ GLOBAL 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USD","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H"},"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":{"TSM":1,"03145":0.6,"QCOM":1,"AAPL":1,"MACW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1786,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3480130458915826","authorId":"3480130458915826","name":"炒股买炸鸡","avatar":"https://static.tigerbbs.com/b9c61c96b9829cbb8f3861b768a80bf4","crmLevel":7,"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":5,"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=zh_CN&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\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDS.UK":"LS -1X NVIDIA","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","NVDA":"英伟达","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4550":"红杉资本持仓","NVDD":"1倍做空NVDA ETF-Direxion","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) 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(USD) ACC","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","NVDU":"2倍做多NVDA ETF-Direxion","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","BK4503":"景林资产持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4602":"量子计算概念","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","SNVD.UK":"LS -1X NVIDIA","3NVD.UK":"LS 3X NVIDIA","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","LU0109392836.USD":"富兰克林科技股A","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","NVD3.UK":"LS 3X NVIDIA","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","NVD2.UK":"2X NVIDIA ETP","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","NVDY":"NVDA期权收益策略ETF-YieldMax","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC"},"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":{"NVDU":0.6,"NVDD":0.6,"03145":0.6,"2NVD.UK":0.6,"NVDS.UK":0.6,"NVDS":0.6,"NVDY":0.6,"SNVD.UK":0.6,"NVD2.UK":0.6,"3NVD.UK":0.6,"NVIW.SI":0.6,"TSM":1,"NVD3.UK":0.6,"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":1482,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3528806047540247","authorId":"3528806047540247","name":"幸运超人","avatar":"https://static.tigerbbs.com/a854f45bbb08ca8279018f2abd565f6e","crmLevel":6,"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":5,"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=zh_CN&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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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消息称！中微公司5nm刻蚀设备，获台积电订单！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-24 17:45 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250624182231a4bb5078&s=b><strong>半导体数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>汇集半导体行业资讯 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\">网页链接</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","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND 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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,"TSM":1,"03145":0.6}},"isVote":1,"tweetType":1,"viewCount":1625,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"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":5,"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=zh_CN&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":830,"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":5,"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":1890,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3439810654623442","authorId":"3439810654623442","name":"番茄男人","avatar":"https://static.tigerbbs.com/e9f4990d0ae9b19612d1b7c4f7a88c0e","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":5,"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=zh_CN&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\">网页链接</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":{"LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","BK4574":"无人驾驶","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4604":"机器人概念","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" 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INC","LU0823414478.USD":"法巴经典能源转换基金"},"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":{"TSYW.SI":0.6,"TSLA":1,"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":1507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439617174803336,"gmtCreate":1748357053092,"gmtModify":1748357054553,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"1\"></v-v> 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。","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"1\"></v-v> 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。","text":"$拼多多(PDD)$ 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。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439617174803336","isVote":1,"tweetType":1,"viewCount":722,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":431389824299864,"gmtCreate":1746341900457,"gmtModify":1746341901931,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$&nbsp;</a> 可口可乐复权累计下目前已上涨67万倍","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$&nbsp;</a> 可口可乐复权累计下目前已上涨67万倍","text":"$纳斯达克(.IXIC)$ 可口可乐复权累计下目前已上涨67万倍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/431389824299864","isVote":1,"tweetType":1,"viewCount":1516,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3549413686001459","authorId":"3549413686001459","name":"我的新昵称呢","avatar":"https://static.tigerbbs.com/7edb8531d256fc9e76be7bbfd1628886","crmLevel":6,"crmLevelSwitch":0,"idStr":"3549413686001459","authorIdStr":"3549413686001459"},"content":"他最近10年只涨了一倍，和七姐妹比垫底都垫不了吧","text":"他最近10年只涨了一倍，和七姐妹比垫底都垫不了吧","html":"他最近10年只涨了一倍，和七姐妹比垫底都垫不了吧"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}