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李白爱貂蝉
李白爱貂蝉
·
12-19
听说
$英特尔(INTC)$
的14A制程工艺开始吸引
$美国超微公司(AMD)$
和
$英伟达(NVDA)$
的兴趣，服务器芯片领域的外部客户陆续开始排队了
看
597
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评论
点赞
点赞
编组 21备份 2
分享
举报
李白爱貂蝉
李白爱貂蝉
·
12-19
$台积电(TSM)$
的实力有目共睹。
$美光科技(MU)$
和SK海力士的HBM订单积压直接预示着他们在高利润先进封装和HPC领域的收入增长。毕竟HBM和高端AI芯片是物理绑定的，谁也离不开谁。这种共生关系让两个行业的订单量同步攀升。别忘了，每笔HBM订单必然对应一枚逻辑芯片的生产需求。
$台积电(TSM)$
的CoWoS技术虽然讨论度不高，但没了它，整个AI芯片产业都得停摆。
看
1,174
回复
1
点赞
点赞
编组 21备份 2
分享
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李白爱貂蝉
李白爱貂蝉
·
12-18
$英特尔(INTC)$
至少这次跌得没同行那么惨...
看
189
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评论
点赞
点赞
编组 21备份 2
分享
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李白爱貂蝉
李白爱貂蝉
·
12-18
$英伟达(NVDA)$
只要不抛就永远不算输
看
97
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点赞
编组 21备份 2
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李白爱貂蝉
李白爱貂蝉
·
12-15
这半导体巨头的走势根本不用猜，
$台积电(TSM)$
往上冲只是时间问题。毕竟全球最尖端的芯片都指着它造，GPU、TPU、ASIC哪个能绕得开？市场情绪再闹腾也动摇不了基本面，焦虑感又不会让订单变少利润缩水。
看
1,812
回复
评论
点赞
1
编组 21备份 2
分享
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李白爱貂蝉
李白爱貂蝉
·
12-12
$英特尔(INTC)$
高管通过有效交易创造价值获得报酬天经地义，商业诉讼本来就是行业常态。在科技巨头丛林法则般的竞争生态里，缺乏法律纠纷反而可能意味着进取心不足。对谭总的战略决策表示充分认可。
看
1,090
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分享
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李白爱貂蝉
李白爱貂蝉
·
12-10
$英特尔(INTC)$
这只标的物某天可能会突然冲到50刀
看
508
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3
编组 21备份 2
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李白爱貂蝉
李白爱貂蝉
·
12-09
$英伟达(NVDA)$
Jenson要透露与中国的大订单…这很明显…
看
351
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评论
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点赞
编组 21备份 2
分享
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李白爱貂蝉
李白爱貂蝉
·
12-09
$英特尔(INTC)$
硅基世界的至高存在啊
看
532
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1
编组 21备份 2
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李白爱貂蝉
李白爱貂蝉
·
12-09
$英特尔(INTC)$
触发事件包括国际消费电子展和新型制程技术展示。财报数据若超预期将引发市场热情，客户合作动态值得关注。科技巨头的新动向引发行业涟漪效应。
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719
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的兴趣，服务器芯片领域的外部客户陆续开始排队了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512424136912952","isVote":1,"tweetType":1,"viewCount":597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512497221947568,"gmtCreate":1766074078000,"gmtModify":1766137014871,"author":{"id":"10000000000010540","authorId":"10000000000010540","name":"李白爱貂蝉","avatar":"https://static.tigerbbs.com/2abee7c4586b9b9c43f64b5fd9ad0a2d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010540","idStr":"10000000000010540"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a>的实力有目共睹。<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a>和SK海力士的HBM订单积压直接预示着他们在高利润先进封装和HPC领域的收入增长。毕竟HBM和高端AI芯片是物理绑定的，谁也离不开谁。这种共生关系让两个行业的订单量同步攀升。别忘了，每笔HBM订单必然对应一枚逻辑芯片的生产需求。<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a>的CoWoS技术虽然讨论度不高，但没了它，整个AI芯片产业都得停摆。","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a>的实力有目共睹。<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$ </a>和SK海力士的HBM订单积压直接预示着他们在高利润先进封装和HPC领域的收入增长。毕竟HBM和高端AI芯片是物理绑定的，谁也离不开谁。这种共生关系让两个行业的订单量同步攀升。别忘了，每笔HBM订单必然对应一枚逻辑芯片的生产需求。<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a>的CoWoS技术虽然讨论度不高，但没了它，整个AI芯片产业都得停摆。","text":"$台积电(TSM)$ 的实力有目共睹。$美光科技(MU)$ 和SK海力士的HBM订单积压直接预示着他们在高利润先进封装和HPC领域的收入增长。毕竟HBM和高端AI芯片是物理绑定的，谁也离不开谁。这种共生关系让两个行业的订单量同步攀升。别忘了，每笔HBM订单必然对应一枚逻辑芯片的生产需求。$台积电(TSM)$ 的CoWoS技术虽然讨论度不高，但没了它，整个AI芯片产业都得停摆。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/512497221947568","isVote":1,"tweetType":1,"viewCount":1174,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"脱支","avatar":"https://static.tigerbbs.com/4872d62b52bc24d392619a9db00f4808","crmLevel":8,"crmLevelSwitch":1,"authorIdStr":"3463446769405484","idStr":"3463446769405484"},"content":"随时统一，没收！😅","text":"随时统一，没收！😅","html":"随时统一，没收！😅"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512129068003432,"gmtCreate":1765997418000,"gmtModify":1766060672205,"author":{"id":"10000000000010540","authorId":"10000000000010540","name":"李白爱貂蝉","avatar":"https://static.tigerbbs.com/2abee7c4586b9b9c43f64b5fd9ad0a2d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010540","idStr":"10000000000010540"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>至少这次跌得没同行那么惨...","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>至少这次跌得没同行那么惨...","text":"$英特尔(INTC)$ 至少这次跌得没同行那么惨...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/512129068003432","isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":511952222711864,"gmtCreate":1765990764000,"gmtModify":1766060048645,"author":{"id":"10000000000010540","authorId":"10000000000010540","name":"李白爱貂蝉","avatar":"https://static.tigerbbs.com/2abee7c4586b9b9c43f64b5fd9ad0a2d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010540","idStr":"10000000000010540"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>只要不抛就永远不算输","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>只要不抛就永远不算输","text":"$英伟达(NVDA)$ 只要不抛就永远不算输","images":[{"img":"https://static.tigerbbs.com/c27aa0fb5356d4a3137dc95952444ec2","width":"480","height":"480"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511952222711864","isVote":1,"tweetType":1,"viewCount":97,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":511148259058096,"gmtCreate":1765810527000,"gmtModify":1765878137157,"author":{"id":"10000000000010540","authorId":"10000000000010540","name":"李白爱貂蝉","avatar":"https://static.tigerbbs.com/2abee7c4586b9b9c43f64b5fd9ad0a2d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010540","idStr":"10000000000010540"},"themes":[],"title":"","htmlText":"这半导体巨头的走势根本不用猜，<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a>往上冲只是时间问题。毕竟全球最尖端的芯片都指着它造，GPU、TPU、ASIC哪个能绕得开？市场情绪再闹腾也动摇不了基本面，焦虑感又不会让订单变少利润缩水。","listText":"这半导体巨头的走势根本不用猜，<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a>往上冲只是时间问题。毕竟全球最尖端的芯片都指着它造，GPU、TPU、ASIC哪个能绕得开？市场情绪再闹腾也动摇不了基本面，焦虑感又不会让订单变少利润缩水。","text":"这半导体巨头的走势根本不用猜，$台积电(TSM)$ 往上冲只是时间问题。毕竟全球最尖端的芯片都指着它造，GPU、TPU、ASIC哪个能绕得开？市场情绪再闹腾也动摇不了基本面，焦虑感又不会让订单变少利润缩水。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/511148259058096","isVote":1,"tweetType":1,"viewCount":1812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509881214353512,"gmtCreate":1765484550000,"gmtModify":1765538713835,"author":{"id":"10000000000010540","authorId":"10000000000010540","name":"李白爱貂蝉","avatar":"https://static.tigerbbs.com/2abee7c4586b9b9c43f64b5fd9ad0a2d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010540","idStr":"10000000000010540"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"1\"></v-v> 高管通过有效交易创造价值获得报酬天经地义，商业诉讼本来就是行业常态。在科技巨头丛林法则般的竞争生态里，缺乏法律纠纷反而可能意味着进取心不足。对谭总的战略决策表示充分认可。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"1\"></v-v> 高管通过有效交易创造价值获得报酬天经地义，商业诉讼本来就是行业常态。在科技巨头丛林法则般的竞争生态里，缺乏法律纠纷反而可能意味着进取心不足。对谭总的战略决策表示充分认可。","text":"$英特尔(INTC)$ 高管通过有效交易创造价值获得报酬天经地义，商业诉讼本来就是行业常态。在科技巨头丛林法则般的竞争生态里，缺乏法律纠纷反而可能意味着进取心不足。对谭总的战略决策表示充分认可。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509881214353512","isVote":1,"tweetType":1,"viewCount":1090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509202812629096,"gmtCreate":1765303439000,"gmtModify":1765354834340,"author":{"id":"10000000000010540","authorId":"10000000000010540","name":"李白爱貂蝉","avatar":"https://static.tigerbbs.com/2abee7c4586b9b9c43f64b5fd9ad0a2d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010540","idStr":"10000000000010540"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"1\"></v-v> 这只标的物某天可能会突然冲到50刀","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"1\"></v-v> 这只标的物某天可能会突然冲到50刀","text":"$英特尔(INTC)$ 这只标的物某天可能会突然冲到50刀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509202812629096","isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509016367509648,"gmtCreate":1765294968000,"gmtModify":1765346985498,"author":{"id":"10000000000010540","authorId":"10000000000010540","name":"李白爱貂蝉","avatar":"https://static.tigerbbs.com/2abee7c4586b9b9c43f64b5fd9ad0a2d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010540","idStr":"10000000000010540"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> Jenson要透露与中国的大订单…这很明显…","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> Jenson要透露与中国的大订单…这很明显…","text":"$英伟达(NVDA)$ Jenson要透露与中国的大订单…这很明显…","images":[{"img":"https://static.tigerbbs.com/29be917f995da66ce1adffea05a2a00d","width":"480","height":"480"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509016367509648","isVote":1,"tweetType":1,"viewCount":351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":508834088718440,"gmtCreate":1765232020000,"gmtModify":1765272697542,"author":{"id":"10000000000010540","authorId":"10000000000010540","name":"李白爱貂蝉","avatar":"https://static.tigerbbs.com/2abee7c4586b9b9c43f64b5fd9ad0a2d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010540","idStr":"10000000000010540"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>硅基世界的至高存在啊","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>硅基世界的至高存在啊","text":"$英特尔(INTC)$ 硅基世界的至高存在啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/508834088718440","isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":508705243173008,"gmtCreate":1765224750000,"gmtModify":1765271277039,"author":{"id":"10000000000010540","authorId":"10000000000010540","name":"李白爱貂蝉","avatar":"https://static.tigerbbs.com/2abee7c4586b9b9c43f64b5fd9ad0a2d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010540","idStr":"10000000000010540"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"1\"></v-v> 触发事件包括国际消费电子展和新型制程技术展示。财报数据若超预期将引发市场热情，客户合作动态值得关注。科技巨头的新动向引发行业涟漪效应。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"1\"></v-v> 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