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李白爱貂蝉
李白爱貂蝉
·
01-09 03:44
这个行业的月度图表看着挺顺眼，
$英特尔(INTC)$
对长期投资者来说会很不错。
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191
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李白爱貂蝉
李白爱貂蝉
·
01-07
$英特尔(INTC)$
是唯一部署新
$阿斯麦(ASML)$
High-NA工具用于大规模生产的。
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53
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编组 21备份 2
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李白爱貂蝉
李白爱貂蝉
·
2025-12-31
你可能没听说过，
$英伟达(NVDA)$
的名字源自拉丁语“invidia”，意思是嫉妒。想想还挺有意思。
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250
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编组 21备份 2
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李白爱貂蝉
李白爱貂蝉
·
2025-12-26
$英特尔(INTC)$
财报安排在1月底。报告前可能出现上涨，若情绪改善，上行空间可达50美元。
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1,161
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2
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编组 21备份 2
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李白爱貂蝉
李白爱貂蝉
·
2025-12-19
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
890
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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
·
2025-12-19
$台积电(TSM)$
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
1,549
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1
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编组 21备份 2
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李白爱貂蝉
李白爱貂蝉
·
2025-12-18
$英特尔(INTC)$
至少这次跌得没同行那么惨...
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586
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编组 21备份 2
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李白爱貂蝉
李白爱貂蝉
·
2025-12-18
$英伟达(NVDA)$
只要不抛就永远不算输
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262
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编组 21备份 2
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李白爱貂蝉
李白爱貂蝉
·
2025-12-15
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
2,106
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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
·
2025-12-12
$英特尔(INTC)$
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。
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</a> High-NA工具用于大规模生产的。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>是唯一部署新<a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$ </a> High-NA工具用于大规模生产的。","text":"$英特尔(INTC)$ 是唯一部署新$阿斯麦(ASML)$ High-NA工具用于大规模生产的。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519128783340320","isVote":1,"tweetType":1,"viewCount":53,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":516616698900592,"gmtCreate":1767136988000,"gmtModify":1767183050921,"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":"你可能没听说过，<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>的名字源自拉丁语“invidia”，意思是嫉妒。想想还挺有意思。","listText":"你可能没听说过，<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>的名字源自拉丁语“invidia”，意思是嫉妒。想想还挺有意思。","text":"你可能没听说过，$英伟达(NVDA)$ 的名字源自拉丁语“invidia”，意思是嫉妒。想想还挺有意思。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/516616698900592","isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":514836608278896,"gmtCreate":1766720394000,"gmtModify":1766739052531,"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>财报安排在1月底。报告前可能出现上涨，若情绪改善，上行空间可达50美元。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>财报安排在1月底。报告前可能出现上涨，若情绪改善，上行空间可达50美元。","text":"$英特尔(INTC)$ 财报安排在1月底。报告前可能出现上涨，若情绪改善，上行空间可达50美元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/514836608278896","isVote":1,"tweetType":1,"viewCount":1161,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4183636017701592","authorId":"4183636017701592","name":"风险管控刻进基因里","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4183636017701592","idStr":"4183636017701592"},"content":"还记得那个把外婆遗产，20块左右梭哈的少年[笑哭] 那时候20没人敢买 现在40不贵[得意]","text":"还记得那个把外婆遗产，20块左右梭哈的少年[笑哭] 那时候20没人敢买 现在40不贵[得意]","html":"还记得那个把外婆遗产，20块左右梭哈的少年[笑哭] 那时候20没人敢买 现在40不贵[得意]"},{"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3512032956627506","idStr":"3512032956627506"},"content":"没那么快，起码🉐明年下半年再说这个价位","text":"没那么快，起码🉐明年下半年再说这个价位","html":"没那么快，起码🉐明年下半年再说这个价位"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":512424136912952,"gmtCreate":1766091908000,"gmtModify":1766124670173,"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":"听说<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>的14A制程工艺开始吸引<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>和<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>的兴趣，服务器芯片领域的外部客户陆续开始排队了","listText":"听说<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>的14A制程工艺开始吸引<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>和<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>的兴趣，服务器芯片领域的外部客户陆续开始排队了","text":"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","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":890,"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":1549,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3463446769405484","authorId":"3463446769405484","name":"专精","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":586,"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":262,"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 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