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寂寞的演奏家
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寂寞的演奏家
寂寞的演奏家
·
10-28
$特斯拉(TSLA)$
看戏,如果马斯克离开,股价100都保不住,这可是几百倍的pe啊,兄弟们,见证历史了要
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寂寞的演奏家
寂寞的演奏家
·
10-27
$美国超微公司(AMD)$
绷不住了
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寂寞的演奏家
寂寞的演奏家
·
10-15
$阿斯麦(ASML)$
现在财报都懒得看了,都是一个模板,虽然......但是.....不用看就知道是AI潜力推动,所有科技股都一个样
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寂寞的演奏家
寂寞的演奏家
·
10-14
放屁吧,能让巨头gdp翻倍吧,未来普通人将无处生存
非常抱歉,此主贴已删除
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寂寞的演奏家
寂寞的演奏家
·
10-08
$特斯拉(TSLA)$
不应该啊,感觉这个新的减配版,预期完全没达到, 价格只下降百分之11,但是看配置体验下降逼近50%了? 从5月份分手到现在,怎么感觉马斯克一点事情没做? 这有点危险啊,毕竟销量是目前股价唯一支柱
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寂寞的演奏家
寂寞的演奏家
·
10-07
不应对,不降息
美国政府关门持续,市场关心的核心数据怎么办?
投资者必须转向替代性数据。
美国政府关门持续,市场关心的核心数据怎么办?
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寂寞的演奏家
寂寞的演奏家
·
10-07
这种新闻,媒体要负法律责任的
谷歌前CEO:美国想赢下科技竞赛,必须学习中国的996工作制度
前谷歌 CEO 埃里克·施密特近日在 All-In 播客中表示,美国科技公司若要与中国竞争,就得放弃远程办公,拥抱"996"式的拼命文化!他指出,尽管中国已于 2021 年禁止“996”工作制,但该行业仍普遍采用高强度工作模式。他称中国程序员每日工作时长能达12个小时,一周上6天班是很平常的情况;而美国的年轻人们,心里想着的是工作与生活要平衡。施密特的言论更像是一面镜子,照出了部分美国科技精英在竞争压力下的战略焦虑。
谷歌前CEO:美国想赢下科技竞赛,必须学习中国的996工作制度
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寂寞的演奏家
寂寞的演奏家
·
10-07
$美国超微公司(AMD)$
每股1美分的价格收购10%的股份,这不就是贱卖?? 并且你还得给人家发900亿的GPU 这个游戏就快玩不下去了
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寂寞的演奏家
寂寞的演奏家
·
10-06
$美国超微公司(AMD)$
继续左脚踩右脚
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寂寞的演奏家
寂寞的演奏家
·
10-02
amd把图纸发给intel??都 疯了?
英特尔涨超7%,报道称在磋商纳AMD为新代工客户
英特尔据称正在磋商与竞争对手AMD达成代工合作,这带来了英特尔代工业务重振的希望。美东时间10月1日周三,媒体援引知情者的消息称,英特尔正在就晶圆代工业务合作事宜与AMD进行磋商,两家公司正讨论让AMD使用英特尔工厂生产芯片的可能性。若消息属实,且协议达成,AMD就将成为英特尔代工业务新的重要客户。英特尔和AMD的发言人均谢绝就上述消息置评。此前有报道称,AMD曾评估英特尔的制造技术。
英特尔涨超7%,报道称在磋商纳AMD为新代工客户
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我抄作业"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":493798084768064,"gmtCreate":1761576767789,"gmtModify":1761576769744,"author":{"id":"3495002759494258","authorId":"3495002759494258","name":"寂寞的演奏家","avatar":"https://static.tigerbbs.com/9027c93e57bb45c8170d7860486ffda7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495002759494258","authorIdStr":"3495002759494258"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>绷不住了","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a>绷不住了","text":"$美国超微公司(AMD)$ 绷不住了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/493798084768064","isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489445079769968,"gmtCreate":1760520680924,"gmtModify":1760520682974,"author":{"id":"3495002759494258","authorId":"3495002759494258","name":"寂寞的演奏家","avatar":"https://static.tigerbbs.com/9027c93e57bb45c8170d7860486ffda7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495002759494258","authorIdStr":"3495002759494258"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$ </a>现在财报都懒得看了,都是一个模板,虽然......但是.....不用看就知道是AI潜力推动,所有科技股都一个样","listText":"<a href=\"https://laohu8.com/S/ASML\">$阿斯麦(ASML)$ </a>现在财报都懒得看了,都是一个模板,虽然......但是.....不用看就知道是AI潜力推动,所有科技股都一个样","text":"$阿斯麦(ASML)$ 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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 不应该啊,感觉这个新的减配版,预期完全没达到, 价格只下降百分之11,但是看配置体验下降逼近50%了? 从5月份分手到现在,怎么感觉马斯克一点事情没做? 这有点危险啊,毕竟销量是目前股价唯一支柱","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 不应该啊,感觉这个新的减配版,预期完全没达到, 价格只下降百分之11,但是看配置体验下降逼近50%了? 从5月份分手到现在,怎么感觉马斯克一点事情没做? 这有点危险啊,毕竟销量是目前股价唯一支柱","text":"$特斯拉(TSLA)$ 不应该啊,感觉这个新的减配版,预期完全没达到, 价格只下降百分之11,但是看配置体验下降逼近50%了? 从5月份分手到现在,怎么感觉马斯克一点事情没做? 这有点危险啊,毕竟销量是目前股价唯一支柱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/486810307989880","isVote":1,"tweetType":1,"viewCount":2203,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3495002759494258","authorId":"3495002759494258","name":"寂寞的演奏家","avatar":"https://static.tigerbbs.com/9027c93e57bb45c8170d7860486ffda7","crmLevel":1,"crmLevelSwitch":0,"idStr":"3495002759494258","authorIdStr":"3495002759494258"},"content":"这还不说,新车的产能拉不上去。。。 你要是减配换产能,我还勉强觉得你利润不会少。。。。。","text":"这还不说,新车的产能拉不上去。。。 你要是减配换产能,我还勉强觉得你利润不会少。。。。。","html":"这还不说,新车的产能拉不上去。。。 你要是减配换产能,我还勉强觉得你利润不会少。。。。。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":486601686266112,"gmtCreate":1759828014717,"gmtModify":1759828017039,"author":{"id":"3495002759494258","authorId":"3495002759494258","name":"寂寞的演奏家","avatar":"https://static.tigerbbs.com/9027c93e57bb45c8170d7860486ffda7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495002759494258","authorIdStr":"3495002759494258"},"themes":[],"htmlText":"不应对,不降息","listText":"不应对,不降息","text":"不应对,不降息","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/486601686266112","repostId":"1171883298","repostType":4,"repost":{"id":"1171883298","kind":"news","pubTimestamp":1759827525,"share":"https://www.laohu8.com/m/news/1171883298?lang=&edition=full","pubTime":"2025-10-07 16:58","market":"us","language":"zh","title":"美国政府关门持续,市场关心的核心数据怎么办?","url":"https://stock-news.laohu8.com/highlight/detail?id=1171883298","media":"华尔街见闻","summary":"投资者必须转向替代性数据。","content":"<html><head></head><body><p><em>作者:潘凌飞</em></p><p>对于投资者而言,当前美国政府关门的核心影响在于,它制造了一个关键经济数据的“真空期”。随着非农就业、CPI等重磅报告的推迟发布,市场判断经济走向和美联储政策路径的难度显著增加。投资者必须转向依赖替代性数据,但需警惕其固有的局限性和潜在偏差。</p><p style=\"text-align: left;\">据高盛的分析,本次关门对经济的直接冲击相对可控,预计每周将拖累第四季度GDP年化增长率约0.11个百分点,且这部分损失有望在政府重开后的第一季度得到弥补。然而,关门时间越长,数据缺失带来的不确定性就越大,这本身就是一种市场风险。</p><p style=\"text-align: left;\">本文将梳理在美国政府关门期间,投资者可以关注哪些替代数据,它们的优缺点,以及关门对经济和数据质量的实际影响。</p><h2 id=\"id_1380705861\" style=\"text-align: left;\">一、 关门或将持久,数据发布面临“真空期”</h2><p style=\"text-align: left;\">自10月1日起,美国联邦政府正式关门。与以往不同,此次关门持续时间可能更长。根据预测市场的数据,此次关门持续至少10天的概率高达85%,与1995年和2013年的情况类似。如果关门持续到10月15日之后,约130万军警人员将面临薪资停发,届时两党达成妥协的压力将剧增。</p><p style=\"text-align: left;\">政府关门最直接的后果是,几乎所有联邦经济数据都将推迟发布,直到政府重新开放。这包括市场最为关注的就业报告和消费者价格指数(CPI)。不过,有三类数据值得注意:</p><ol start=\"1\" style=\"\"><li><p style=\"text-align: left;\"><strong>美联储</strong>:由于其资金不依赖国会拨款,将继续按时发布数据。</p></li><li><p style=\"text-align: left;\"><strong>财政部</strong>:每日财政报表(Daily Treasury Statement)的发布不受影响。</p></li><li><p style=\"text-align: left;\"><strong>失业金申请数据</strong>:虽然官方周四的报告暂停,但各州仍在发布数据,可以通过汇总得到一个等效的全国数据系列。</p></li></ol><p style=\"text-align: left;\">此外,所有私营机构(如ISM、NFIB、世界大型企业联合会等)发布的数据均不受影响。历史经验表明,政府重开后,被推迟的数据发布时间将顺延,延期时长通常略长于关门持续的时间,并且后续的报告也可能因积压工作而延迟。</p><h2 id=\"id_4083483709\" style=\"text-align: left;\">二、 替代数据观察:如何在“数据盲”中摸索前行</h2><p style=\"text-align: left;\">在官方数据缺失的背景下,投资者可以借助私营部门和部分仍可用的政府数据,继续追踪劳动力市场、通胀和整体经济的脉搏。</p><p style=\"text-align: left;\"><strong>劳动力市场:</strong> 高盛利用仍可用的数据更新了其劳动力市场追踪模型。结果显示,其<strong>就业增长追踪指标</strong>在经历了4月和5月接近零增长的低谷后,已在9月份反弹至每月8万人的水平。但该模型的一大短板是无法有效追踪政府招聘趋势。值得注意的是,一项联邦政府的“延迟辞职计划”已于9月30日结束,预计将导致约12.5万名员工的离职体现在10月份的就业数据中,对当月就业增长构成显著拖累。</p><p style=\"text-align: left;\">在<strong>劳动力市场紧张程度</strong>方面,无论是常规模型还是仅使用可用数据的“关门版”模型,均显示截至8月,劳动力市场的紧张程度已低于2018-2019年时期,并且“关门版”模型暗示9月份市场紧张程度进一步放缓。</p><p style=\"text-align: left;\"><strong>通胀数据:</strong> 尽管不存在能够全面替代官方CPI的高质量数据,但通过高盛的自下而上模型,我们仍能一窥通胀趋势。该模型利用替代性价格数据对各主要分项进行预测。初步估算显示,9月份核心CPI月度涨幅可能已放缓至0.26%,低于8月份的0.35%。具体来看,模型预测二手车价格上涨0.5%,新车价格上涨0.1%,而机票价格下跌1.5%,租金涨幅则有所放缓。</p><p style=\"text-align: left;\">然而,投资者必须认识到,在没有官方数据进行交叉验证的情况下,长期依赖模型预测的风险在于,模型与实际通胀之间的偏差可能会在不被察觉的情况下累积。</p><h2 id=\"id_1755456914\" style=\"text-align: left;\">三、 替代数据的局限性:投资者需警惕两大陷阱</h2><p style=\"text-align: left;\">在使用替代数据时,投资者需要注意两个关键问题:</p><ol start=\"1\" style=\"\"><li><p style=\"text-align: left;\"><strong>并非所有替代数据都可靠</strong>:许多替代数据同样面临官方数据存在的问题,如数据错误、收集率低、大幅修正等,甚至还存在代表性不足等特有缺陷。</p></li><li><p style=\"text-align: left;\"><strong>“软数据”可能过度悲观</strong>:在政府关门期间,消费者和企业信心等“软数据”(即情绪调查)往往会比反映实际经济活动的“硬数据”表现出更大幅度的放缓。在2013年和2019年的关门事件中都出现了这种情况,因此它们可能会夸大经济的疲软程度。</p></li></ol><h2 id=\"id_248165162\" style=\"text-align: left;\">四、 关门对经济的实际影响几何?</h2><p style=\"text-align: left;\">根据高盛的测算,政府关门对经济的直接影响相对温和。</p><ul style=\"\"><li><p style=\"text-align: left;\"><strong>对GDP的影响</strong>:此次关门涉及约62.7万名联邦雇员休假。预计每关门一周,将对第四季度实际GDP的季调后年化增长率产生约0.11个百分点的直接拖累。不过,一旦政府在第四季度结束前重开,这部分损失将在明年第一季度以同等规模反弹回来。</p></li><li><p style=\"text-align: left;\"><strong>对劳动力市场的影响</strong>:关门对就业数据的影响可能与直觉相反。在<strong>非农就业报告(机构调查)</strong>中,由于休假员工依法将在政府重开后获得补发薪水,他们很可能仍被视作“在职”,因此对就业人数影响甚微。而在<strong>失业率(家庭调查)</strong>方面,这些员工理论上应被计为“临时解雇”,这可能导致失业率上升0.1个百分点。但历史经验表明,在2013年和2018-2019年的关门期间,大部分休假员工被错误地归类为“在职但未上班”,因此实际影响可能更小。</p></li></ul><h2 id=\"id_1359927406\" style=\"text-align: left;\">五、 数据质量隐忧:延期发布的数据还可信吗?</h2><p style=\"text-align: left;\">长时间的关门可能会通过两种方式损害最终发布的数据质量。</p><p style=\"text-align: left;\">首先,数据收集工作本身会受影响。例如,在2013年关门期间,负责CPI数据采集的价格调查员被强制休假,导致劳工统计局(BLS)仅收集了约75%的常规价格样本。</p><p style=\"text-align: left;\">其次,收集流程或参考周期的改变可能引入偏差。例如,在1995年关门事件后,BLS曾指出,调查参考周的变更以及调查日期与参考周之间间隔的拉长,都可能对受访者的回答产生影响。</p><p style=\"text-align: left;\">因此,对于投资者而言,在政府重开并发布积压的数据后,如果出现与普遍预期差异巨大的“意外”数据,应当对其持谨慎态度,适当降低其权重,但不应完全忽视。</p></body></html>","source":"wallstreetcn_api","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>美国政府关门持续,市场关心的核心数据怎么办?</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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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美国政府关门持续,市场关心的核心数据怎么办?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-07 16:58 北京时间 <a href=https://wallstreetcn.com/articles/3756751><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:潘凌飞对于投资者而言,当前美国政府关门的核心影响在于,它制造了一个关键经济数据的“真空期”。随着非农就业、CPI等重磅报告的推迟发布,市场判断经济走向和美联储政策路径的难度显著增加。投资者必须转向依赖替代性数据,但需警惕其固有的局限性和潜在偏差。据高盛的分析,本次关门对经济的直接冲击相对可控,预计每周将拖累第四季度GDP年化增长率约0.11个百分点,且这部分损失有望在政府重开后的第一季度得到...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3756751\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0d6493481bcb0370283d99265db3be0e","relate_stocks":{".DJI":"道琼斯",".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"source_url":"https://wallstreetcn.com/articles/3756751","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171883298","content_text":"作者:潘凌飞对于投资者而言,当前美国政府关门的核心影响在于,它制造了一个关键经济数据的“真空期”。随着非农就业、CPI等重磅报告的推迟发布,市场判断经济走向和美联储政策路径的难度显著增加。投资者必须转向依赖替代性数据,但需警惕其固有的局限性和潜在偏差。据高盛的分析,本次关门对经济的直接冲击相对可控,预计每周将拖累第四季度GDP年化增长率约0.11个百分点,且这部分损失有望在政府重开后的第一季度得到弥补。然而,关门时间越长,数据缺失带来的不确定性就越大,这本身就是一种市场风险。本文将梳理在美国政府关门期间,投资者可以关注哪些替代数据,它们的优缺点,以及关门对经济和数据质量的实际影响。一、 关门或将持久,数据发布面临“真空期”自10月1日起,美国联邦政府正式关门。与以往不同,此次关门持续时间可能更长。根据预测市场的数据,此次关门持续至少10天的概率高达85%,与1995年和2013年的情况类似。如果关门持续到10月15日之后,约130万军警人员将面临薪资停发,届时两党达成妥协的压力将剧增。政府关门最直接的后果是,几乎所有联邦经济数据都将推迟发布,直到政府重新开放。这包括市场最为关注的就业报告和消费者价格指数(CPI)。不过,有三类数据值得注意:美联储:由于其资金不依赖国会拨款,将继续按时发布数据。财政部:每日财政报表(Daily Treasury Statement)的发布不受影响。失业金申请数据:虽然官方周四的报告暂停,但各州仍在发布数据,可以通过汇总得到一个等效的全国数据系列。此外,所有私营机构(如ISM、NFIB、世界大型企业联合会等)发布的数据均不受影响。历史经验表明,政府重开后,被推迟的数据发布时间将顺延,延期时长通常略长于关门持续的时间,并且后续的报告也可能因积压工作而延迟。二、 替代数据观察:如何在“数据盲”中摸索前行在官方数据缺失的背景下,投资者可以借助私营部门和部分仍可用的政府数据,继续追踪劳动力市场、通胀和整体经济的脉搏。劳动力市场: 高盛利用仍可用的数据更新了其劳动力市场追踪模型。结果显示,其就业增长追踪指标在经历了4月和5月接近零增长的低谷后,已在9月份反弹至每月8万人的水平。但该模型的一大短板是无法有效追踪政府招聘趋势。值得注意的是,一项联邦政府的“延迟辞职计划”已于9月30日结束,预计将导致约12.5万名员工的离职体现在10月份的就业数据中,对当月就业增长构成显著拖累。在劳动力市场紧张程度方面,无论是常规模型还是仅使用可用数据的“关门版”模型,均显示截至8月,劳动力市场的紧张程度已低于2018-2019年时期,并且“关门版”模型暗示9月份市场紧张程度进一步放缓。通胀数据: 尽管不存在能够全面替代官方CPI的高质量数据,但通过高盛的自下而上模型,我们仍能一窥通胀趋势。该模型利用替代性价格数据对各主要分项进行预测。初步估算显示,9月份核心CPI月度涨幅可能已放缓至0.26%,低于8月份的0.35%。具体来看,模型预测二手车价格上涨0.5%,新车价格上涨0.1%,而机票价格下跌1.5%,租金涨幅则有所放缓。然而,投资者必须认识到,在没有官方数据进行交叉验证的情况下,长期依赖模型预测的风险在于,模型与实际通胀之间的偏差可能会在不被察觉的情况下累积。三、 替代数据的局限性:投资者需警惕两大陷阱在使用替代数据时,投资者需要注意两个关键问题:并非所有替代数据都可靠:许多替代数据同样面临官方数据存在的问题,如数据错误、收集率低、大幅修正等,甚至还存在代表性不足等特有缺陷。“软数据”可能过度悲观:在政府关门期间,消费者和企业信心等“软数据”(即情绪调查)往往会比反映实际经济活动的“硬数据”表现出更大幅度的放缓。在2013年和2019年的关门事件中都出现了这种情况,因此它们可能会夸大经济的疲软程度。四、 关门对经济的实际影响几何?根据高盛的测算,政府关门对经济的直接影响相对温和。对GDP的影响:此次关门涉及约62.7万名联邦雇员休假。预计每关门一周,将对第四季度实际GDP的季调后年化增长率产生约0.11个百分点的直接拖累。不过,一旦政府在第四季度结束前重开,这部分损失将在明年第一季度以同等规模反弹回来。对劳动力市场的影响:关门对就业数据的影响可能与直觉相反。在非农就业报告(机构调查)中,由于休假员工依法将在政府重开后获得补发薪水,他们很可能仍被视作“在职”,因此对就业人数影响甚微。而在失业率(家庭调查)方面,这些员工理论上应被计为“临时解雇”,这可能导致失业率上升0.1个百分点。但历史经验表明,在2013年和2018-2019年的关门期间,大部分休假员工被错误地归类为“在职但未上班”,因此实际影响可能更小。五、 数据质量隐忧:延期发布的数据还可信吗?长时间的关门可能会通过两种方式损害最终发布的数据质量。首先,数据收集工作本身会受影响。例如,在2013年关门期间,负责CPI数据采集的价格调查员被强制休假,导致劳工统计局(BLS)仅收集了约75%的常规价格样本。其次,收集流程或参考周期的改变可能引入偏差。例如,在1995年关门事件后,BLS曾指出,调查参考周的变更以及调查日期与参考周之间间隔的拉长,都可能对受访者的回答产生影响。因此,对于投资者而言,在政府重开并发布积压的数据后,如果出现与普遍预期差异巨大的“意外”数据,应当对其持谨慎态度,适当降低其权重,但不应完全忽视。","news_type":1,"symbols_score_info":{".DJI":1.1,".IXIC":1.1,".SPX":1.1}},"isVote":1,"tweetType":1,"viewCount":588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":486594994122944,"gmtCreate":1759826347966,"gmtModify":1759826350306,"author":{"id":"3495002759494258","authorId":"3495002759494258","name":"寂寞的演奏家","avatar":"https://static.tigerbbs.com/9027c93e57bb45c8170d7860486ffda7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495002759494258","authorIdStr":"3495002759494258"},"themes":[],"htmlText":"这种新闻,媒体要负法律责任的","listText":"这种新闻,媒体要负法律责任的","text":"这种新闻,媒体要负法律责任的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/486594994122944","repostId":"2573983633","repostType":2,"repost":{"id":"2573983633","kind":"highlight","weMediaInfo":{"introduction":"科技商业观察家。微创新提出者。","home_visible":1,"media_name":"金错刀","id":"1023100042","head_image":"https://static.tigerbbs.com/bd95e24719f249c0bbc96822817a73e4"},"pubTimestamp":1759730220,"share":"https://www.laohu8.com/m/news/2573983633?lang=&edition=full","pubTime":"2025-10-06 13:57","market":"us","language":"zh","title":"谷歌前CEO:美国想赢下科技竞赛,必须学习中国的996工作制度","url":"https://stock-news.laohu8.com/highlight/detail?id=2573983633","media":"金错刀","summary":"前谷歌 CEO 埃里克·施密特近日在 All-In 播客中表示,美国科技公司若要与中国竞争,就得放弃远程办公,拥抱\"996\"式的拼命文化!他指出,尽管中国已于 2021 年禁止“996”工作制,但该行业仍普遍采用高强度工作模式。他称中国程序员每日工作时长能达12个小时,一周上6天班是很平常的情况;而美国的年轻人们,心里想着的是工作与生活要平衡。施密特的言论更像是一面镜子,照出了部分美国科技精英在竞争压力下的战略焦虑。","content":"<html><body><div><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/6142a9bfe77a4449bddc1b23cd44b0c5\"/></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/135127fcc05c4e2e81dd6b1b2b58192e\" type=\"block\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">前<a href=\"https://laohu8.com/S/GOOG\">谷歌</a> CEO 埃里克·施密特近日在 All-In 播客中表示,</span></span><span><span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" initial=\"\" inline=\"\" justify=\"\" leaf=\"\" neue=\"\" none=\"\" normal=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\">美国科技公司若要与中国竞争,就得放弃远程办公,拥抱\"996\"式的拼命文化!</span><span><span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" para=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">他指出,尽管中国已于 2021 年禁止“996”工作制(即每天 9 点到 21 点,每周工作 6 天),但该行业仍普遍采用高强度工作模式。</span></span></span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"></span></span></span></p><p><span><span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">他称中国程序员每日工作时长能达12个小时,一周上6天班是很平常的情况;而美国的年轻人们,心里想着的是工作与生活要平衡。</span></span></span></span></p><p><span><span><span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">施密特的言论更像是一面镜子,照出了部分美国科技精英在竞争压力下的战略焦虑。他们试图将制度性、系统性的竞争挑战,转化为个体劳动者必须承担的“牺牲”责任,用“奋斗”的道德光环掩盖了对可持续创新路径的探索不足</span></span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">。</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" initial=\"\" inline=\"\" justify=\"\" leaf=\"\" neue=\"\" none=\"\" normal=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\">真正的科技竞争力,应建立在技术创新、卓越管理、员工福祉和健康生态的多元基础上。</span></span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" initial=\"\" neue=\"\" none=\"\" normal=\"\" pingfang=\"\" rgb=\"\" right=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><em arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><em><span><span leaf=\"\"><span textstyle=\"\">图片来源于网络,侵权请联系删除</span></span></span></em></span></em></p><p arial=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><strong><span><span leaf=\"\"><span textstyle=\"\">@The End</span></span></span></strong></p><p arial=\"\" blinkmacsystemfont=\"\" center=\"\" gb=\"\" initial=\"\" neue=\"\" nodeleaf=\"\" none=\"\" normal=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/0bb67133134c461abd161bfeb80c74bc\" type=\"block\"/></p><p arial=\"\" 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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谷歌前CEO:美国想赢下科技竞赛,必须学习中国的996工作制度\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1023100042\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/bd95e24719f249c0bbc96822817a73e4);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金错刀 </p>\n<p class=\"h-time\">2025-10-06 13:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/6142a9bfe77a4449bddc1b23cd44b0c5\"/></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" neue=\"\" nodeleaf=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/135127fcc05c4e2e81dd6b1b2b58192e\" type=\"block\"/></p><p><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">前<a href=\"https://laohu8.com/S/GOOG\">谷歌</a> CEO 埃里克·施密特近日在 All-In 播客中表示,</span></span><span><span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" initial=\"\" inline=\"\" justify=\"\" leaf=\"\" neue=\"\" none=\"\" normal=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\">美国科技公司若要与中国竞争,就得放弃远程办公,拥抱\"996\"式的拼命文化!</span><span><span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" para=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">他指出,尽管中国已于 2021 年禁止“996”工作制(即每天 9 点到 21 点,每周工作 6 天),但该行业仍普遍采用高强度工作模式。</span></span></span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"></span></span></span></p><p><span><span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">他称中国程序员每日工作时长能达12个小时,一周上6天班是很平常的情况;而美国的年轻人们,心里想着的是工作与生活要平衡。</span></span></span></span></p><p><span><span><span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">施密特的言论更像是一面镜子,照出了部分美国科技精英在竞争压力下的战略焦虑。他们试图将制度性、系统性的竞争挑战,转化为个体劳动者必须承担的“牺牲”责任,用“奋斗”的道德光环掩盖了对可持续创新路径的探索不足</span></span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" leaf=\"\" neue=\"\" normal=\"\" pingfang=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span textstyle=\"\">。</span></span><span arial=\"\" blinkmacsystemfont=\"\" gb=\"\" initial=\"\" inline=\"\" justify=\"\" leaf=\"\" neue=\"\" none=\"\" normal=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\">真正的科技竞争力,应建立在技术创新、卓越管理、员工福祉和健康生态的多元基础上。</span></span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" initial=\"\" neue=\"\" none=\"\" normal=\"\" pingfang=\"\" rgb=\"\" right=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><em arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span><em><span><span leaf=\"\"><span textstyle=\"\">图片来源于网络,侵权请联系删除</span></span></span></em></span></em></p><p arial=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><strong><span><span leaf=\"\"><span textstyle=\"\">@The End</span></span></span></strong></p><p arial=\"\" blinkmacsystemfont=\"\" center=\"\" gb=\"\" initial=\"\" neue=\"\" nodeleaf=\"\" none=\"\" normal=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/0bb67133134c461abd161bfeb80c74bc\" type=\"block\"/></p><p arial=\"\" blinkmacsystemfont=\"\" center=\"\" gb=\"\" initial=\"\" neue=\"\" none=\"\" normal=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span><img src=\"https://static.tigerbbs.com/5961b3f56cb4473bb553b9e2d9ad23a9\"/></span></p><p arial=\"\" blinkmacsystemfont=\"\" center=\"\" gb=\"\" initial=\"\" neue=\"\" none=\"\" normal=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span><img src=\"https://static.tigerbbs.com/69cf3501c5b74fa385e1a748ed6d8e8d\"/></span></p><p arial=\"\" blinkmacsystemfont=\"\" center=\"\" gb=\"\" initial=\"\" neue=\"\" none=\"\" normal=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span><img src=\"https://static.tigerbbs.com/3bcc1d40a3d04db7bfc77fe4e270de1b\"/></span></p><p arial=\"\" blinkmacsystemfont=\"\" center=\"\" gb=\"\" initial=\"\" neue=\"\" nodeleaf=\"\" none=\"\" normal=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/d89f7ede59fe4d4f87d1a9d63176854c\"/></p></div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" 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ACC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) INC (M)","GOOGL":"谷歌A","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","LU1221951129.SGD":"NORDEA 1 STABLE RETURN \"HM\" (SGDHDG) INC","BK4579":"人工智能","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","BK4507":"流媒体概念","LU1221951046.USD":"NORDEA 1 STABLE RETURN \"HM\" (USDHDG) INC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC"},"source_url":"http://mp.weixin.qq.com/s?__biz=MzUzNDY0NzQwMQ==&mid=2248126271&idx=2&sn=af3aaf82d3dda8caba6364c2b3c8399f&chksm=fb5e210f6b8972d1da76183137fd52895c515016835d62483edb28a2f30a7ec26620459bd90c&scene=0#rd","is_english":false,"share_image_url":"https://static.laohu8.com/ecd74548980bc5b366aa8f4b37ed0bd5","article_id":"2573983633","content_text":"前谷歌 CEO 埃里克·施密特近日在 All-In 播客中表示,美国科技公司若要与中国竞争,就得放弃远程办公,拥抱\"996\"式的拼命文化!他指出,尽管中国已于 2021 年禁止“996”工作制(即每天 9 点到 21 点,每周工作 6 天),但该行业仍普遍采用高强度工作模式。他称中国程序员每日工作时长能达12个小时,一周上6天班是很平常的情况;而美国的年轻人们,心里想着的是工作与生活要平衡。施密特的言论更像是一面镜子,照出了部分美国科技精英在竞争压力下的战略焦虑。他们试图将制度性、系统性的竞争挑战,转化为个体劳动者必须承担的“牺牲”责任,用“奋斗”的道德光环掩盖了对可持续创新路径的探索不足。真正的科技竞争力,应建立在技术创新、卓越管理、员工福祉和健康生态的多元基础上。图片来源于网络,侵权请联系删除@The End","news_type":1,"symbols_score_info":{"GOOG":1.5,"GOOGL":1.5,"USJW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":302,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":486591725330784,"gmtCreate":1759826002290,"gmtModify":1759826020188,"author":{"id":"3495002759494258","authorId":"3495002759494258","name":"寂寞的演奏家","avatar":"https://static.tigerbbs.com/9027c93e57bb45c8170d7860486ffda7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495002759494258","authorIdStr":"3495002759494258"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"0\"></v-v> 每股1美分的价格收购10%的股份,这不就是贱卖?? 并且你还得给人家发900亿的GPU 这个游戏就快玩不下去了","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"0\"></v-v> 每股1美分的价格收购10%的股份,这不就是贱卖?? 并且你还得给人家发900亿的GPU 这个游戏就快玩不下去了","text":"$美国超微公司(AMD)$ 每股1美分的价格收购10%的股份,这不就是贱卖?? 并且你还得给人家发900亿的GPU 这个游戏就快玩不下去了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/486591725330784","isVote":1,"tweetType":1,"viewCount":2295,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3440897161812160","authorId":"3440897161812160","name":"james duan","avatar":"https://static.tigerbbs.com/a853dee41408bff6e6595b04b4887f94","crmLevel":1,"crmLevelSwitch":0,"idStr":"3440897161812160","authorIdStr":"3440897161812160"},"content":"尼玛逻辑都没搞清楚","text":"尼玛逻辑都没搞清楚","html":"尼玛逻辑都没搞清楚"},{"author":{"id":"3503048405086936","authorId":"3503048405086936","name":"能钱多多","avatar":"https://static.tigerbbs.com/60810b0e00e3f652f39e799cbbe35aff","crmLevel":1,"crmLevelSwitch":0,"idStr":"3503048405086936","authorIdStr":"3503048405086936"},"content":"对赌协议,把amd股价炒到600美金一股,在增发然后给增发的10%炒股票别做芯片赚钱","text":"对赌协议,把amd股价炒到600美金一股,在增发然后给增发的10%炒股票别做芯片赚钱","html":"对赌协议,把amd股价炒到600美金一股,在增发然后给增发的10%炒股票别做芯片赚钱"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":486290364171080,"gmtCreate":1759752025031,"gmtModify":1759752026819,"author":{"id":"3495002759494258","authorId":"3495002759494258","name":"寂寞的演奏家","avatar":"https://static.tigerbbs.com/9027c93e57bb45c8170d7860486ffda7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495002759494258","authorIdStr":"3495002759494258"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"0\"></v-v> 继续左脚踩右脚","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"0\"></v-v> 继续左脚踩右脚","text":"$美国超微公司(AMD)$ 继续左脚踩右脚","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/486290364171080","isVote":1,"tweetType":1,"viewCount":481,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":484808809296016,"gmtCreate":1759389987490,"gmtModify":1759389989879,"author":{"id":"3495002759494258","authorId":"3495002759494258","name":"寂寞的演奏家","avatar":"https://static.tigerbbs.com/9027c93e57bb45c8170d7860486ffda7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3495002759494258","authorIdStr":"3495002759494258"},"themes":[],"htmlText":"amd把图纸发给intel??都 疯了?","listText":"amd把图纸发给intel??都 疯了?","text":"amd把图纸发给intel??都 疯了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484808809296016","repostId":"1143391491","repostType":4,"repost":{"id":"1143391491","kind":"news","pubTimestamp":1759359591,"share":"https://www.laohu8.com/m/news/1143391491?lang=&edition=full","pubTime":"2025-10-02 06:59","market":"us","language":"zh","title":"英特尔涨超7%,报道称在磋商纳AMD为新代工客户","url":"https://stock-news.laohu8.com/highlight/detail?id=1143391491","media":"华尔街见闻","summary":"英特尔据称正在磋商与竞争对手AMD达成代工合作,这带来了英特尔代工业务重振的希望。美东时间10月1日周三,媒体援引知情者的消息称,英特尔正在就晶圆代工业务合作事宜与AMD进行磋商,两家公司正讨论让AMD使用英特尔工厂生产芯片的可能性。若消息属实,且协议达成,AMD就将成为英特尔代工业务新的重要客户。英特尔和AMD的发言人均谢绝就上述消息置评。此前有报道称,AMD曾评估英特尔的制造技术。","content":"<html><head></head><body><blockquote><p>拥有AMD这样的客户,寻求大客户支持代工业务的英特尔将更有信心投资开发制造技术。AMD目前依赖台积电生产芯片,在特朗普政府推动美国制造又放松芯片出口限制的背景下,选择英特尔代工有重大象征意义。</p></blockquote><p style=\"text-align: justify;\">英特尔据称正在磋商与竞争对手AMD达成代工合作,这带来了英特尔代工业务重振的希望。</p><p style=\"text-align: justify;\">美东时间10月1日周三,媒体援引知情者的消息称,英特尔正在就晶圆代工业务合作事宜与AMD进行磋商,两家公司正讨论让AMD使用英特尔工厂生产芯片的可能性。磋商仍处于早期阶段,最终可能无法达成协议。</p><p style=\"text-align: justify;\">若消息属实,且协议达成,AMD就将成为英特尔代工业务新的重要客户。AMD目前主要依赖台积电生产芯片,而英特尔正寻求大客户支撑其代工业务发展。目前尚不清楚,AMD会将多少制造业务转移至英特尔,也不确定是否涉及直接投资。</p><p style=\"text-align: justify;\">英特尔和AMD的发言人均谢绝就上述消息置评。AMD的发言人称,该司“不会对传闻或猜测发表评论。” 但股市投资者迅速做出积极回应。</p><p style=\"text-align: justify;\">消息传出后,英特尔股价午盘拉升,短短十分钟左右,盘中涨幅从不足4.5%扩大到6.8%以上,此后涨幅有所收窄到6%以内,尾盘涨幅再度扩大,收涨7.1%。AMD收涨逾1.3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f475804e4c902fa0c9cd7aeed58996d3\" tg-width=\"560\" tg-height=\"240\"/></p><h2 id=\"ff342c9c\">英特尔代工业务寻求突破</h2><p style=\"text-align: justify;\">英特尔代工业务正努力吸引大客户,以支撑其制造技术投资和业务发展。过去七周,英特尔已获得包括软银、特朗普政府和英伟达在内的多方投资和支持,还传出与苹果等公司洽谈合作的消息。</p><p style=\"text-align: justify;\">8月下旬,在软银宣布投资英特尔20亿美元后不久,美国总统特朗普称,其政府获得英特尔10%的股份。根据协议,在英特尔已获得的22亿美元美国《芯片法案》拨款基础上,美国政府对英特尔再进行89亿美元的股权投资,认购4.333亿股英特尔股票,总投资额达到111亿美元。</p><p style=\"text-align: justify;\">将近两周前,英伟达宣布斥资50亿美元入股英特尔,联手开发PC与数据中心芯片。上周三,媒体称英特尔已接洽苹果寻求投资,作为其复苏计划的一部分,双方还讨论了加强合作的可能性。英特尔也已接洽其他公司,探讨可能的投资与合作关系。</p><p style=\"text-align: justify;\">英特尔曾在笔记本电脑芯片市场占据主导地位,目前仍拥有较大市场份额。但英伟达引领的AI芯片市场快速发展让英特尔措手不及,英特尔正寻求通过代工业务和新的合作关系重新获得市场地位,积极寻求大客户。从这个角度看,赢得AMD这个客户对英特尔来说是大利好。</p><p style=\"text-align: justify;\">分析师认为,大客户的加入将使英特尔代工业务能够更有信心地投资开发制造技术,并向其他芯片公司发出英特尔有能力处理代工业务的信号。目前英特尔的芯片工厂技术被认为不如台积电先进,但在特朗普政府推动美国芯片制造的政策背景下,美国大公司正将部分生产转向英特尔的国内代工厂。</p><h2 id=\"4423b77e\">竞争对手合作的重大意义</h2><p style=\"text-align: justify;\">AMD选择与英特尔合作将具有重大象征意义,这表明AMD对将制造业务交给主要竞争对手的信心。两家公司在x86架构的PC和服务器芯片市场直接竞争,此次潜在合作将打破传统竞争格局。</p><p style=\"text-align: justify;\">AMD在华芯片销售业务今年早些时候受到出口限制影响,而美国政府最近放松了相关出口限制。基于这一背景,AMD有理由与白宫保持良好关系,选择美国本土的英特尔作为代工合作伙伴符合这一策略考量。</p><p style=\"text-align: justify;\">上周五的报道称,特朗普政府考虑实施一项新政策,要求芯片企业在美国的产量与其客户从海外进口的芯片数量保持1:1的比例,未能维持这一比例的企业将面临关税。这一政策凸显了特朗普政府刺激美国制造的主要方向。在这一背景下,AMD的代工选择显得合理。</p><p style=\"text-align: justify;\">不过,英特尔目前缺乏生产AMD最先进、最盈利芯片的技术能力。此前有报道称,AMD曾评估英特尔的制造技术。即使达成合作,预计初期主要涉及技术要求较低的芯片生产,而非AMD的核心高端产品。</p></body></html>","source":"lsy1700700604709","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>英特尔涨超7%,报道称在磋商纳AMD为新代工客户</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英特尔涨超7%,报道称在磋商纳AMD为新代工客户\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-02 06:59 北京时间 <a href=https://wallstreetcn.com/articles/3756593><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>拥有AMD这样的客户,寻求大客户支持代工业务的英特尔将更有信心投资开发制造技术。AMD目前依赖台积电生产芯片,在特朗普政府推动美国制造又放松芯片出口限制的背景下,选择英特尔代工有重大象征意义。英特尔据称正在磋商与竞争对手AMD达成代工合作,这带来了英特尔代工业务重振的希望。美东时间10月1日周三,媒体援引知情者的消息称,英特尔正在就晶圆代工业务合作事宜与AMD进行磋商,两家公司正讨论让AMD使用...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3756593\">Web Link</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":{"INTC":"英特尔"},"source_url":"https://wallstreetcn.com/articles/3756593","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143391491","content_text":"拥有AMD这样的客户,寻求大客户支持代工业务的英特尔将更有信心投资开发制造技术。AMD目前依赖台积电生产芯片,在特朗普政府推动美国制造又放松芯片出口限制的背景下,选择英特尔代工有重大象征意义。英特尔据称正在磋商与竞争对手AMD达成代工合作,这带来了英特尔代工业务重振的希望。美东时间10月1日周三,媒体援引知情者的消息称,英特尔正在就晶圆代工业务合作事宜与AMD进行磋商,两家公司正讨论让AMD使用英特尔工厂生产芯片的可能性。磋商仍处于早期阶段,最终可能无法达成协议。若消息属实,且协议达成,AMD就将成为英特尔代工业务新的重要客户。AMD目前主要依赖台积电生产芯片,而英特尔正寻求大客户支撑其代工业务发展。目前尚不清楚,AMD会将多少制造业务转移至英特尔,也不确定是否涉及直接投资。英特尔和AMD的发言人均谢绝就上述消息置评。AMD的发言人称,该司“不会对传闻或猜测发表评论。” 但股市投资者迅速做出积极回应。消息传出后,英特尔股价午盘拉升,短短十分钟左右,盘中涨幅从不足4.5%扩大到6.8%以上,此后涨幅有所收窄到6%以内,尾盘涨幅再度扩大,收涨7.1%。AMD收涨逾1.3%。英特尔代工业务寻求突破英特尔代工业务正努力吸引大客户,以支撑其制造技术投资和业务发展。过去七周,英特尔已获得包括软银、特朗普政府和英伟达在内的多方投资和支持,还传出与苹果等公司洽谈合作的消息。8月下旬,在软银宣布投资英特尔20亿美元后不久,美国总统特朗普称,其政府获得英特尔10%的股份。根据协议,在英特尔已获得的22亿美元美国《芯片法案》拨款基础上,美国政府对英特尔再进行89亿美元的股权投资,认购4.333亿股英特尔股票,总投资额达到111亿美元。将近两周前,英伟达宣布斥资50亿美元入股英特尔,联手开发PC与数据中心芯片。上周三,媒体称英特尔已接洽苹果寻求投资,作为其复苏计划的一部分,双方还讨论了加强合作的可能性。英特尔也已接洽其他公司,探讨可能的投资与合作关系。英特尔曾在笔记本电脑芯片市场占据主导地位,目前仍拥有较大市场份额。但英伟达引领的AI芯片市场快速发展让英特尔措手不及,英特尔正寻求通过代工业务和新的合作关系重新获得市场地位,积极寻求大客户。从这个角度看,赢得AMD这个客户对英特尔来说是大利好。分析师认为,大客户的加入将使英特尔代工业务能够更有信心地投资开发制造技术,并向其他芯片公司发出英特尔有能力处理代工业务的信号。目前英特尔的芯片工厂技术被认为不如台积电先进,但在特朗普政府推动美国芯片制造的政策背景下,美国大公司正将部分生产转向英特尔的国内代工厂。竞争对手合作的重大意义AMD选择与英特尔合作将具有重大象征意义,这表明AMD对将制造业务交给主要竞争对手的信心。两家公司在x86架构的PC和服务器芯片市场直接竞争,此次潜在合作将打破传统竞争格局。AMD在华芯片销售业务今年早些时候受到出口限制影响,而美国政府最近放松了相关出口限制。基于这一背景,AMD有理由与白宫保持良好关系,选择美国本土的英特尔作为代工合作伙伴符合这一策略考量。上周五的报道称,特朗普政府考虑实施一项新政策,要求芯片企业在美国的产量与其客户从海外进口的芯片数量保持1:1的比例,未能维持这一比例的企业将面临关税。这一政策凸显了特朗普政府刺激美国制造的主要方向。在这一背景下,AMD的代工选择显得合理。不过,英特尔目前缺乏生产AMD最先进、最盈利芯片的技术能力。此前有报道称,AMD曾评估英特尔的制造技术。即使达成合作,预计初期主要涉及技术要求较低的芯片生产,而非AMD的核心高端产品。","news_type":1,"symbols_score_info":{"INTC":1.1}},"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}