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慢慢撸
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天空使者
天空使者
·
10-21
$甲骨文(ORCL)$
今晚至少跌十个点
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天空使者
天空使者
·
10-07
$英特尔(INTC)$
接下来宣布 博通和intel合作 [开心]
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天空使者
天空使者
·
10-02
轮着合作 一家涨5个点 怎么也有十几家 涨到50简简单单 靠舆论就行[开心]
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天空使者
天空使者
·
10-01
推荐你们买国产cpu 我买intel
intel+AMD不再独大，国产CPU，已拿下了25%的市场
起说电脑领域的CPU，大家可能第一反应就是intel或者AMD。而从现在的情况来看，这些国产CPU们也取得了相当不错的成绩。按照机构的数据显示，到2024年时，国产CPU们在国内市场，已经占到了22%左右的份额，而在2025年上半年，应该占到了25%左右的份额，预计到2025年底，会达到30%左右。而预计到2027年，这个比例会达到45%-50%左右，初步实现对intel、AMD的替代，不再担心被卡脖子。
intel+AMD不再独大，国产CPU，已拿下了25%的市场
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天空使者
天空使者
·
09-27
$英特尔(INTC)$
一路甩人一路飞
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天空使者
天空使者
·
09-26
为intel打call
市场消息：特朗普政府正考虑减少半导体进口的计划
9月26日，据华尔街日报：消息人士称，美国总统特朗普政府正考虑减少半导体进口的计划。未能保持进口芯片与国产芯片均衡比例的公司将需缴纳关税。
市场消息：特朗普政府正考虑减少半导体进口的计划
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天空使者
天空使者
·
09-22
$英特尔(INTC)$
月底冲35
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1
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天空使者
天空使者
·
09-19
$英特尔(INTC)$
交出你们的筹码
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天空使者
天空使者
·
09-19
手里没有筹码的🤡
花旗：将英特尔评级从中性下调至卖出
花旗：将英特尔评级从中性下调至卖出；将目标价从24美元上调至29美元。
花旗：将英特尔评级从中性下调至卖出
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天空使者
天空使者
·
09-02
cfo可以开掉了 天天在外面发利空消息
Intel CFO承认Arrow Lake的失败，寄希望于下代Nova Lake
虽然DavidZinsner并没有点出AMD，但作为Intel在客户端最大竞争对手，AMD凭借性能强劲的Zen5架构Ryzen9000系锐龙产品，尤其是搭载3DV-Cache技术的X3D处理器，提供了远超IntelArrowLake处理器的性能表现，并且雪上加霜的是，ArrowLake在部分场景中的性能表现是甚至不及上代RaptorLake，AMD在消费级桌面级市场中快速抢占市场份额。似乎Intel将宝已经压在了再下代的NovaLake上，并且有信心能够扭转多年来的颓势，不过NovaLake将继续延续IntelCPU接口短命的传统，届时用户将需要购买全新的主板。
Intel CFO承认Arrow Lake的失败，寄希望于下代Nova Lake
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今晚至少跌十个点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/491343746683744","isVote":1,"tweetType":1,"viewCount":1092,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3513134411622159","authorId":"3513134411622159","name":"财运小七","avatar":"https://static.tigerbbs.com/91e1cb8e5ff26ee04fa9a9ae5f1314c5","crmLevel":6,"crmLevelSwitch":0,"idStr":"3513134411622159","authorIdStr":"3513134411622159"},"content":"…为..为啥","text":"…为..为啥","html":"…为..为啥"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":486348591874824,"gmtCreate":1759766572727,"gmtModify":1759766574570,"author":{"id":"11107014341500","authorId":"11107014341500","name":"天空使者","avatar":"https://static.tigerbbs.com/c86841c011641e27a5e95607f7abd2c9","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"11107014341500","authorIdStr":"11107014341500"},"themes":[],"htmlText":"<a 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靠舆论就行[开心]","text":"轮着合作 一家涨5个点 怎么也有十几家 涨到50简简单单 靠舆论就行[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484781762179888","isVote":1,"tweetType":1,"viewCount":458,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":484295496921224,"gmtCreate":1759286427686,"gmtModify":1759286429890,"author":{"id":"11107014341500","authorId":"11107014341500","name":"天空使者","avatar":"https://static.tigerbbs.com/c86841c011641e27a5e95607f7abd2c9","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"11107014341500","authorIdStr":"11107014341500"},"themes":[],"htmlText":"推荐你们买国产cpu 我买intel","listText":"推荐你们买国产cpu 我买intel","text":"推荐你们买国产cpu 我买intel","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484295496921224","repostId":"2571844313","repostType":2,"repost":{"id":"2571844313","kind":"news","pubTimestamp":1759212000,"share":"https://www.laohu8.com/m/news/2571844313?lang=&edition=full","pubTime":"2025-09-30 14:00","market":"us","language":"zh","title":"intel+AMD不再独大，国产CPU，已拿下了25%的市场","url":"https://stock-news.laohu8.com/highlight/detail?id=2571844313","media":"Ofweek光电信息网","summary":"起说电脑领域的CPU，大家可能第一反应就是intel或者AMD。而从现在的情况来看，这些国产CPU们也取得了相当不错的成绩。按照机构的数据显示，到2024年时，国产CPU们在国内市场，已经占到了22%左右的份额，而在2025年上半年，应该占到了25%左右的份额，预计到2025年底，会达到30%左右。而预计到2027年，这个比例会达到45%-50%左右，初步实现对intel、AMD的替代，不再担心被卡脖子。","content":"<html><body><article><p>起说电脑领域的CPU，大家可能第一反应就是intel或者<a href=\"https://laohu8.com/S/AMD\">AMD</a>。</p><p>确实也是如此，以前不管是大家买台式机，或自己去DIY组装台式机，或者买笔记本电脑，真的就只有两种CPU可选，一是intel、一是AMD。</p><p>顶峰时，个人PC领域，这两大品牌拿下了国内96%以上的市场份额，这个夸张吧。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250930141121726d1632xm0bpiz3y5\"/><p>CPU是电脑的心脏，是为电脑提供算力的，所以至关重要，而AMD也好，intel也罢，都是美国企业，风险大家都可以想象的到的。</p><p>所以国内很多企业，一直想要让中国人用上中国自己的CPU，减少对intel、AMD的依赖，保证信息安全，避免被卡脖子。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250930141125233d163eo9gpviwd9n\"/><p>但说真的，CPU的研发真的不容易，一是要考虑CPU本身的性能问题，还要考虑CPU与操作系统的适配兼容问题。</p><p>但国产厂商们没有放弃，在性能、生态上都在不断努力，特别是6大国产CPU，也是大名鼎鼎，这6大分别是龙芯、兆芯、海光、申威、鲲鹏、飞腾，大家采用不同的架构，在不同的领域上对intel、AMD发起攻击，想要替代它们。</p><p>而从现在的情况来看，这些国产CPU们也取得了相当不错的成绩。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250930141126525d1635293wf1doxy\"/><p>按照机构的数据显示，到2024年时，国产CPU们在国内市场，已经占到了22%左右的份额，而在2025年上半年，应该占到了25%左右的份额，预计到2025年底，会达到30%左右。</p><p>而预计到2027年，这个比例会达到45%-50%左右，初步实现对intel、AMD的替代，不再担心被卡脖子。</p><p>为什么国产CPU一下子发展的这么快了，一方面是国产CPU的性能上来了，比如龙芯、海光等，离intel、AMD的性能差距，其实已经只有1-2年了，完全可以替代国外的CPU，在绝大多数场景下，满足用户的需求。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250930141127060d1632y97uyaxffe\"/><p>特别是服务器市场，国产CPU已经替代了太多的国外CPU，因为国产CPU真的可以替代。</p><p>二是国产操作系统给力了，目前一些国产操作系统，兼容的生态数量，都是达到1000万级别了，可以满足绝大部分用户的日常使用需求，而国产系统全部支持国产CPU，这也是一个巨大的助力。</p><p>可以说，经过了这么多年的努力，国产CPU终于支棱起来了，也有越来越多的中国人，用上了中国自己的CPU，未来我们在CPU上，将会更加的无忧。</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>intel+AMD不再独大，国产CPU，已拿下了25%的市场</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\">\nintel+AMD不再独大，国产CPU，已拿下了25%的市场\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-30 14:00 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930141129a6a7bd9d&s=b><strong>Ofweek光电信息网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>起说电脑领域的CPU，大家可能第一反应就是intel或者AMD。确实也是如此，以前不管是大家买台式机，或自己去DIY组装台式机，或者买笔记本电脑，真的就只有两种CPU可选，一是intel、一是AMD。顶峰时，个人PC领域，这两大品牌拿下了国内96%以上的市场份额，这个夸张吧。CPU是电脑的心脏，是为电脑提供算力的，所以至关重要，而AMD也好，intel也罢，都是美国企业，风险大家都可以想象的到的。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930141129a6a7bd9d&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4575":"芯片概念","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4566":"资本集团","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","AMD":"美国超微公司","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","BK4612":"AI芯片","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) 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SGD","BK4529":"IDC概念"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250930141129a6a7bd9d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2571844313","content_text":"起说电脑领域的CPU，大家可能第一反应就是intel或者AMD。确实也是如此，以前不管是大家买台式机，或自己去DIY组装台式机，或者买笔记本电脑，真的就只有两种CPU可选，一是intel、一是AMD。顶峰时，个人PC领域，这两大品牌拿下了国内96%以上的市场份额，这个夸张吧。CPU是电脑的心脏，是为电脑提供算力的，所以至关重要，而AMD也好，intel也罢，都是美国企业，风险大家都可以想象的到的。所以国内很多企业，一直想要让中国人用上中国自己的CPU，减少对intel、AMD的依赖，保证信息安全，避免被卡脖子。但说真的，CPU的研发真的不容易，一是要考虑CPU本身的性能问题，还要考虑CPU与操作系统的适配兼容问题。但国产厂商们没有放弃，在性能、生态上都在不断努力，特别是6大国产CPU，也是大名鼎鼎，这6大分别是龙芯、兆芯、海光、申威、鲲鹏、飞腾，大家采用不同的架构，在不同的领域上对intel、AMD发起攻击，想要替代它们。而从现在的情况来看，这些国产CPU们也取得了相当不错的成绩。按照机构的数据显示，到2024年时，国产CPU们在国内市场，已经占到了22%左右的份额，而在2025年上半年，应该占到了25%左右的份额，预计到2025年底，会达到30%左右。而预计到2027年，这个比例会达到45%-50%左右，初步实现对intel、AMD的替代，不再担心被卡脖子。为什么国产CPU一下子发展的这么快了，一方面是国产CPU的性能上来了，比如龙芯、海光等，离intel、AMD的性能差距，其实已经只有1-2年了，完全可以替代国外的CPU，在绝大多数场景下，满足用户的需求。特别是服务器市场，国产CPU已经替代了太多的国外CPU，因为国产CPU真的可以替代。二是国产操作系统给力了，目前一些国产操作系统，兼容的生态数量，都是达到1000万级别了，可以满足绝大部分用户的日常使用需求，而国产系统全部支持国产CPU，这也是一个巨大的助力。可以说，经过了这么多年的努力，国产CPU终于支棱起来了，也有越来越多的中国人，用上了中国自己的CPU，未来我们在CPU上，将会更加的无忧。","news_type":1,"symbols_score_info":{"AMD":1.5,"GFS":1.5,"INTC":0.9}},"isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482819036893392,"gmtCreate":1758904532646,"gmtModify":1758904534357,"author":{"id":"11107014341500","authorId":"11107014341500","name":"天空使者","avatar":"https://static.tigerbbs.com/c86841c011641e27a5e95607f7abd2c9","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"11107014341500","authorIdStr":"11107014341500"},"themes":[],"htmlText":"<a 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一路甩人一路飞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482819036893392","isVote":1,"tweetType":1,"viewCount":500,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482634565067304,"gmtCreate":1758859844622,"gmtModify":1758859855107,"author":{"id":"11107014341500","authorId":"11107014341500","name":"天空使者","avatar":"https://static.tigerbbs.com/c86841c011641e27a5e95607f7abd2c9","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"11107014341500","authorIdStr":"11107014341500"},"themes":[],"htmlText":"为intel打call","listText":"为intel打call","text":"为intel打call","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482634565067304","repostId":"1147797724","repostType":2,"repost":{"id":"1147797724","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":1758859387,"share":"https://www.laohu8.com/m/news/1147797724?lang=&edition=full","pubTime":"2025-09-26 12:03","market":"us","language":"zh","title":"市场消息：特朗普政府正考虑减少半导体进口的计划","url":"https://stock-news.laohu8.com/highlight/detail?id=1147797724","media":"老虎资讯综合","summary":"9月26日，据华尔街日报：消息人士称，美国总统特朗普政府正考虑减少半导体进口的计划。未能保持进口芯片与国产芯片均衡比例的公司将需缴纳关税。","content":"<html><head></head><body><p>9月26日，据华尔街日报：特朗普政府正考虑推出一项新计划，旨在大幅降低美国对海外制造半导体的依赖，以推动本土生产，并重塑全球供应链。该计划的核心目标是：要求芯片企业在美国本土制造的芯片数量，需与其客户从海外生产商进口的数量保持大致1:1的比例。</p><p>据知情人士透露，若企业长期无法维持这一比例，将面临额外关税。这项计划源于特朗普上月曾提及的设想：那些加大对美投资的科技公司将可避免半导体进口被征收约100%的高额关税。知情人士称，此次提出的产能对等要求，比单纯增加国内投资更为严苛，因为海外产品往往价格更低、供应链调整困难，而提升美国本土供应能力又需要时间。如果该计划得以实施，可能会使本已复杂的关税体系变得更加混乱。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16545ce0b047eaf2fcff4cd1e302009d\" title=\"\" tg-width=\"648\" tg-height=\"732\"/></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>市场消息：特朗普政府正考虑减少半导体进口的计划</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市场消息：特朗普政府正考虑减少半导体进口的计划\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\">2025-09-26 12:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月26日，据华尔街日报：特朗普政府正考虑推出一项新计划，旨在大幅降低美国对海外制造半导体的依赖，以推动本土生产，并重塑全球供应链。该计划的核心目标是：要求芯片企业在美国本土制造的芯片数量，需与其客户从海外生产商进口的数量保持大致1:1的比例。</p><p>据知情人士透露，若企业长期无法维持这一比例，将面临额外关税。这项计划源于特朗普上月曾提及的设想：那些加大对美投资的科技公司将可避免半导体进口被征收约100%的高额关税。知情人士称，此次提出的产能对等要求，比单纯增加国内投资更为严苛，因为海外产品往往价格更低、供应链调整困难，而提升美国本土供应能力又需要时间。如果该计划得以实施，可能会使本已复杂的关税体系变得更加混乱。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/16545ce0b047eaf2fcff4cd1e302009d\" title=\"\" tg-width=\"648\" tg-height=\"732\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860","relate_stocks":{"TSM":"台积电","ASML":"阿斯麦","AVGO":"博通","NVDA":"英伟达","AMD":"美国超微公司","INTC":"英特尔","QCOM":"高通","MRVL":"迈威尔科技"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147797724","content_text":"9月26日，据华尔街日报：特朗普政府正考虑推出一项新计划，旨在大幅降低美国对海外制造半导体的依赖，以推动本土生产，并重塑全球供应链。该计划的核心目标是：要求芯片企业在美国本土制造的芯片数量，需与其客户从海外生产商进口的数量保持大致1:1的比例。据知情人士透露，若企业长期无法维持这一比例，将面临额外关税。这项计划源于特朗普上月曾提及的设想：那些加大对美投资的科技公司将可避免半导体进口被征收约100%的高额关税。知情人士称，此次提出的产能对等要求，比单纯增加国内投资更为严苛，因为海外产品往往价格更低、供应链调整困难，而提升美国本土供应能力又需要时间。如果该计划得以实施，可能会使本已复杂的关税体系变得更加混乱。","news_type":1,"symbols_score_info":{"AMD":1.1,"ASML":1.1,"AVGO":1.1,"INTC":1.1,"MRVL":1.1,"NVDA":1.1,"QCOM":1.1,"TSM":1.1}},"isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481182721155456,"gmtCreate":1758500413944,"gmtModify":1758500415664,"author":{"id":"11107014341500","authorId":"11107014341500","name":"天空使者","avatar":"https://static.tigerbbs.com/c86841c011641e27a5e95607f7abd2c9","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"11107014341500","authorIdStr":"11107014341500"},"themes":[],"htmlText":"<a 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交出你们的筹码","text":"$英特尔(INTC)$ 交出你们的筹码","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/480327913231136","isVote":1,"tweetType":1,"viewCount":1351,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":480267928887360,"gmtCreate":1758276833384,"gmtModify":1758276835560,"author":{"id":"11107014341500","authorId":"11107014341500","name":"天空使者","avatar":"https://static.tigerbbs.com/c86841c011641e27a5e95607f7abd2c9","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"11107014341500","authorIdStr":"11107014341500"},"themes":[],"htmlText":"手里没有筹码的🤡","listText":"手里没有筹码的🤡","text":"手里没有筹码的🤡","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/480267928887360","repostId":"2568548742","repostType":2,"repost":{"id":"2568548742","kind":"live","pubTimestamp":1758276580,"share":"https://www.laohu8.com/m/news/2568548742?lang=&edition=full","pubTime":"2025-09-19 18:09","market":"fut","language":"zh","title":"花旗：将英特尔评级从中性下调至卖出","url":"https://stock-news.laohu8.com/highlight/detail?id=2568548742","media":"格隆汇","summary":"花旗：将英特尔评级从中性下调至卖出；将目标价从24美元上调至29美元。","content":"<html><body><p>花旗：将英特尔评级从中性下调至卖出；将目标价从24美元上调至29美元。</p></body></html>","source":"live_gelonghui","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>花旗：将英特尔评级从中性下调至卖出</title>\n<style 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天天在外面发利空消息","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474134253895816","repostId":"2564824965","repostType":2,"repost":{"id":"2564824965","kind":"news","pubTimestamp":1756780271,"share":"https://www.laohu8.com/m/news/2564824965?lang=&edition=full","pubTime":"2025-09-02 10:31","market":"us","language":"zh","title":"Intel CFO承认Arrow Lake的失败，寄希望于下代Nova Lake","url":"https://stock-news.laohu8.com/highlight/detail?id=2564824965","media":"PConline太平洋...","summary":"虽然DavidZinsner并没有点出AMD，但作为Intel在客户端最大竞争对手，AMD凭借性能强劲的Zen5架构Ryzen9000系锐龙产品，尤其是搭载3DV-Cache技术的X3D处理器，提供了远超IntelArrowLake处理器的性能表现，并且雪上加霜的是，ArrowLake在部分场景中的性能表现是甚至不及上代RaptorLake，AMD在消费级桌面级市场中快速抢占市场份额。似乎Intel将宝已经压在了再下代的NovaLake上，并且有信心能够扭转多年来的颓势，不过NovaLake将继续延续IntelCPU接口短命的传统，届时用户将需要购买全新的主板。","content":"<html><body><article><p>IntelCFODavidZinsner在<a href=\"https://laohu8.com/S/DB\">德意志银行</a>2025年技术大会上公开承认今年的ArrowLake是失败的。</p><p>DavideZinsner表示：“众所周知，我们在台式机业务领域，尤其是高性能台式机领域，确实搞砸了。所以，无论是从销售额占比还是出货量占比来看，我们的表现都不尽如人意，这主要是因为今年在高端台式机业务上，我们没有推出有竞争力的产品。但下一代产品NovaLake将提供更全面的产品型号。该产品系列将针对性布局高端台式机市场。因此，我们预计明年能改善这一业务板块的表现。总的来说，我对客户端业务的整体情况其实相当有信心。虽然目前的执行并非毫无瑕疵，但整体表现还是很不错的。”</p><img src=\"https://inews.gtimg.com/om_bt/OIqTneFMMW64wflCWnMhnt1tcK7wfX1CbQkQnQ4XL9xucAA/0\"/><p>虽然DavidZinsner并没有点出<a href=\"https://laohu8.com/S/AMD\">AMD</a>，但作为Intel在客户端最大竞争对手，AMD凭借性能强劲的Zen5架构Ryzen9000系锐龙产品，尤其是搭载3DV-Cache技术的X3D处理器，提供了远超IntelArrowLake处理器的性能表现，并且雪上加霜的是，ArrowLake在部分场景中的性能表现是甚至不及上代RaptorLake，AMD在消费级桌面级市场中快速抢占市场份额。</p><img src=\"https://inews.gtimg.com/om_bt/ODSB1rLVAvFS7kJDwMeLMnGCzXp-7yURDiqC6XBu1NwxoAA/0\"/><p>在ArrowLake上市初期，<a 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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\">\nIntel CFO承认Arrow Lake的失败，寄希望于下代Nova Lake\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-02 10:31 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250902103403a4ae95e9&s=b><strong>PConline太平洋...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IntelCFODavidZinsner在德意志银行2025年技术大会上公开承认今年的ArrowLake是失败的。DavideZinsner表示：“众所周知，我们在台式机业务领域，尤其是高性能台式机领域，确实搞砸了。所以，无论是从销售额占比还是出货量占比来看，我们的表现都不尽如人意，这主要是因为今年在高端台式机业务上，我们没有推出有竞争力的产品。但下一代产品NovaLake将提供更全面的产品型号。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250902103403a4ae95e9&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4588":"碎股","BK4550":"红杉资本持仓","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4605":"半导体精选","BK4554":"元宇宙及AR概念","BK4543":"AI","BK4512":"苹果概念","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4527":"明星科技股","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","D":"道明尼资源","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","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","AMD":"美国超微公司","BK4575":"芯片概念","BK4535":"淡马锡持仓","BK4515":"5G概念","INTC":"英特尔","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","BK4612":"AI芯片","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","TC":"Token Cat Ltd","BK4579":"人工智能"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250902103403a4ae95e9&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2564824965","content_text":"IntelCFODavidZinsner在德意志银行2025年技术大会上公开承认今年的ArrowLake是失败的。DavideZinsner表示：“众所周知，我们在台式机业务领域，尤其是高性能台式机领域，确实搞砸了。所以，无论是从销售额占比还是出货量占比来看，我们的表现都不尽如人意，这主要是因为今年在高端台式机业务上，我们没有推出有竞争力的产品。但下一代产品NovaLake将提供更全面的产品型号。该产品系列将针对性布局高端台式机市场。因此，我们预计明年能改善这一业务板块的表现。总的来说，我对客户端业务的整体情况其实相当有信心。虽然目前的执行并非毫无瑕疵，但整体表现还是很不错的。”虽然DavidZinsner并没有点出AMD，但作为Intel在客户端最大竞争对手，AMD凭借性能强劲的Zen5架构Ryzen9000系锐龙产品，尤其是搭载3DV-Cache技术的X3D处理器，提供了远超IntelArrowLake处理器的性能表现，并且雪上加霜的是，ArrowLake在部分场景中的性能表现是甚至不及上代RaptorLake，AMD在消费级桌面级市场中快速抢占市场份额。在ArrowLake上市初期，英特尔试图通过软件来改变其糟糕的性能表现，但收效甚微，在AMDRyzen9000X3D系列处理器面前毫无招架之力。似乎Intel将宝已经压在了再下代的NovaLake上，并且有信心能够扭转多年来的颓势，不过NovaLake将继续延续IntelCPU接口短命的传统，届时用户将需要购买全新的主板。","news_type":1,"symbols_score_info":{"AMD":0.9,"D":0.9,"INTC":1,"TC":0.9}},"isVote":1,"tweetType":1,"viewCount":520,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}