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咸鱼突刺
成长中的韭菜
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咸鱼突刺
咸鱼突刺
·
08-10 23:23
股东频繁减持，明显是不看好股价
奈飞联席CEO Gregory K. Peters于8月6日减持27312股，成交均价73.543美元/股——SEC文件披露
奈飞（Netflix）联席CEO Gregory K. Peters在8月6日进行了公开市场抛售。根据美国证券交易委员会（SEC）披露的文件，他共减持了公司27312股股票。此次交易的成交均价为每股73.543美元。
奈飞联席CEO Gregory K. Peters于8月6日减持27312股，成交均价73.543美元/股——SEC文件披露
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咸鱼突刺
咸鱼突刺
·
07-30
$奈飞(NFLX)$
可以视为ai的对冲
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咸鱼突刺
咸鱼突刺
·
07-28
莫名其妙，回购又不是最近推出的
异动解读｜奈飞盘中上涨3.09%，大规模回购及强劲现金流指引提振市场信心
7月28日，奈飞盘中上涨3.09%，报73.525美元/股，成交额8.93亿美元。消息面上，奈飞近日披露第二季度累计投入近50亿美元用于股票回购，创单季度回购规模历史新高，同时将股票回购总授权额度提升至270亿美元。管理层预计全年营收增长13%至14%，营业利润率达31.5%，自由现金流预计同比增长逾30%至125亿美元。在此前Q3指引不及预期导致股价大幅回调后，大规模资本回报计划叠加稳健盈利预期为市场情绪提供阶段性修复动力。
异动解读｜奈飞盘中上涨3.09%，大规模回购及强劲现金流指引提振市场信心
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咸鱼突刺
咸鱼突刺
·
07-07
$英特尔(INTC)$
昨天利好都高开低走，今天怎么着都得跌10个点吧，不过我看好财报，这次应该是财报前的深蹲
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咸鱼突刺
咸鱼突刺
·
06-08
这新闻要是早两个月发，又是20%的涨幅
市场消息：谷歌和英伟达考虑将英特尔作为备用芯片制造商
6月8日，英特尔盘前直线拉升，现涨超10%！谷歌和英伟达考虑将英特尔作为备用芯片制造商。
市场消息：谷歌和英伟达考虑将英特尔作为备用芯片制造商
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咸鱼突刺
咸鱼突刺
·
06-03
拜拜了
6月12日起，老虎国际暂停中国境内新开仓、加仓交易
推动跨境证券业务规范发展
6月12日起，老虎国际暂停中国境内新开仓、加仓交易
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咸鱼突刺
咸鱼突刺
·
05-21
太激进了
英特尔CEO陈立武铁腕新规：若芯片两次流片未能量产，员工将被炒鱿鱼
据外媒Tom's Hardware当地时间20日报道，英特尔CEO陈立武正大幅调整英特尔内部的芯片开发文化，而其中最核心的要求之一，就是芯片首次流片后的A0版本必须具备直接量产能力。此前的消息称，陈立武会亲自审核芯片设计并批准流片。陈立武随后进一步解释称，最初很多员工认为这些要求只是玩笑，但随着制度真正开始执行，英特尔内部已经意识到管理标准正在发生变化。
英特尔CEO陈立武铁腕新规：若芯片两次流片未能量产，员工将被炒鱿鱼
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咸鱼突刺
咸鱼突刺
·
05-12
我才追进来泡沫就破了？
半导体股回调，高通大跌超10%，韩国传利空，大空头发警告
美股半导体股普遍回调。
半导体股回调，高通大跌超10%，韩国传利空，大空头发警告
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咸鱼突刺
咸鱼突刺
·
05-12
与时俱进
芝商所将联合Silicon Data推出人工智能算力期货市场
目前正在等待监管部门的审查。
芝商所将联合Silicon Data推出人工智能算力期货市场
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咸鱼突刺
咸鱼突刺
·
05-11
intel也是时来运转了，巨头上杆子来合作
先进封装瓶颈松动？传SK海力士将联手英特尔EMIB技术获青睐
据报道，韩国存储芯片巨头SK海力士正在与$英特尔 $合作开展2.5D封装技术的研究与开发。报道称，SK海力士正在考虑采用英特尔研发的2.5D封装技术“嵌入式多芯片互连桥”。该公司目前正在进行测试，以将HBM和系统半导体与英特尔提供的EMIB嵌入式基板结合使用。在此背景下，英特尔的EMIB技术正逐渐受到行业关注。苹果订单若落地，将成为英特尔代工业务迄今最具分量的外部客户背书。而英特尔的先进封装技术，正好契合这个方向。
先进封装瓶颈松动？传SK海力士将联手英特尔EMIB技术获青睐
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Peters于8月6日减持27312股，成交均价73.543美元/股——SEC文件披露","url":"https://stock-news.laohu8.com/highlight/detail?id=1118782971","media":"美股速递","summary":"奈飞（Netflix）联席CEO Gregory K. Peters在8月6日进行了公开市场抛售。根据美国证券交易委员会（SEC）披露的文件，他共减持了公司27312股股票。此次交易的成交均价为每股73.543美元。","content":"<p>奈飞（Netflix）联席CEO Gregory K. Peters在8月6日进行了公开市场抛售。根据美国证券交易委员会（SEC）披露的文件，他共减持了公司27312股股票。此次交易的成交均价为每股73.543美元。</p>","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>奈飞联席CEO Gregory K. 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Peters于8月6日减持27312股，成交均价73.543美元/股——SEC文件披露\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1004306016\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美股速递 </p>\n<p class=\"h-time\">2026-08-07 05:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>奈飞（Netflix）联席CEO Gregory K. Peters在8月6日进行了公开市场抛售。根据美国证券交易委员会（SEC）披露的文件，他共减持了公司27312股股票。此次交易的成交均价为每股73.543美元。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLY":"NFLX期权收益策略ETF-YieldMax","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","NFXL":"2倍做多NFLX ETF-Direxion","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - 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可以视为ai的对冲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/591429620782648","isVote":1,"tweetType":1,"viewCount":633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":590844818142384,"gmtCreate":1785250846098,"gmtModify":1785250848382,"author":{"id":"3496288086457552","authorId":"3496288086457552","name":"咸鱼突刺","avatar":"https://static.tigerbbs.com/eb25a5997004b2649a3345ce279051a9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3496288086457552","authorIdStr":"3496288086457552"},"themes":[],"title":"","htmlText":"莫名其妙，回购又不是最近推出的","listText":"莫名其妙，回购又不是最近推出的","text":"莫名其妙，回购又不是最近推出的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/590844818142384","repostId":"1143206973","repostType":2,"repost":{"id":"1143206973","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"行情直击","id":"1059448697","head_image":"https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a"},"pubTimestamp":1785248749,"share":"https://www.laohunote.com/m/news/1143206973?lang=zh_CN&edition=full","pubTime":"2026-07-28 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style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">行情直击 </p>\n<p class=\"h-time\">2026-07-28 22:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>7月28日，奈飞盘中上涨3.09%，报73.525美元/股，成交额8.93亿美元。</p><p>消息面上，奈飞近日披露第二季度累计投入近50亿美元用于股票回购，创单季度回购规模历史新高，同时将股票回购总授权额度提升至270亿美元。管理层预计全年营收增长13%至14%，营业利润率达31.5%，自由现金流预计同比增长逾30%至125亿美元。此外，公司已完成10亿美元2036年到期高级无抵押债券的公开发售，用于偿还今年到期债务并优化财务结构。在此前Q3指引不及预期导致股价大幅回调后，大规模资本回报计划叠加稳健盈利预期为市场情绪提供阶段性修复动力。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NFLX":"奈飞"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143206973","content_text":"7月28日，奈飞盘中上涨3.09%，报73.525美元/股，成交额8.93亿美元。消息面上，奈飞近日披露第二季度累计投入近50亿美元用于股票回购，创单季度回购规模历史新高，同时将股票回购总授权额度提升至270亿美元。管理层预计全年营收增长13%至14%，营业利润率达31.5%，自由现金流预计同比增长逾30%至125亿美元。此外，公司已完成10亿美元2036年到期高级无抵押债券的公开发售，用于偿还今年到期债务并优化财务结构。在此前Q3指引不及预期导致股价大幅回调后，大规模资本回报计划叠加稳健盈利预期为市场情绪提供阶段性修复动力。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","news_type":1,"symbols_score_info":{"NFLX":1}},"isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583282747745736,"gmtCreate":1783434524102,"gmtModify":1783434526378,"author":{"id":"3496288086457552","authorId":"3496288086457552","name":"咸鱼突刺","avatar":"https://static.tigerbbs.com/eb25a5997004b2649a3345ce279051a9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3496288086457552","authorIdStr":"3496288086457552"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 昨天利好都高开低走，今天怎么着都得跌10个点吧，不过我看好财报，这次应该是财报前的深蹲","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 昨天利好都高开低走，今天怎么着都得跌10个点吧，不过我看好财报，这次应该是财报前的深蹲","text":"$英特尔(INTC)$ 昨天利好都高开低走，今天怎么着都得跌10个点吧，不过我看好财报，这次应该是财报前的深蹲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/583282747745736","isVote":1,"tweetType":1,"viewCount":5541,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3585915303249081","authorId":"3585915303249081","name":"支书","avatar":"https://static.tigerbbs.com/f9a35973a1ec1d048f835d2673d1676e","crmLevel":2,"crmLevelSwitch":0,"idStr":"3585915303249081","authorIdStr":"3585915303249081"},"content":"兄弟你们怎么交易的，我们孙子被限制了。","text":"兄弟你们怎么交易的，我们孙子被限制了。","html":"兄弟你们怎么交易的，我们孙子被限制了。"},{"author":{"id":"3434867142275235","authorId":"3434867142275235","name":"百事可乐wh","avatar":"https://static.tigerbbs.com/c1c1849d88cebccaf76fac550f65c3dc","crmLevel":8,"crmLevelSwitch":1,"idStr":"3434867142275235","authorIdStr":"3434867142275235"},"content":"为啥交易不了？有啥新规定吗？","text":"为啥交易不了？有啥新规定吗？","html":"为啥交易不了？有啥新规定吗？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":572997901091048,"gmtCreate":1780927317649,"gmtModify":1780928003833,"author":{"id":"3496288086457552","authorId":"3496288086457552","name":"咸鱼突刺","avatar":"https://static.tigerbbs.com/eb25a5997004b2649a3345ce279051a9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3496288086457552","authorIdStr":"3496288086457552"},"themes":[],"title":"","htmlText":"这新闻要是早两个月发，又是20%的涨幅","listText":"这新闻要是早两个月发，又是20%的涨幅","text":"这新闻要是早两个月发，又是20%的涨幅","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/572997901091048","repostId":"1106947577","repostType":2,"repost":{"id":"1106947577","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":1780923847,"share":"https://www.laohunote.com/m/news/1106947577?lang=zh_CN&edition=full","pubTime":"2026-06-08 21:04","market":"us","language":"zh","title":"市场消息：谷歌和英伟达考虑将英特尔作为备用芯片制造商","url":"https://stock-news.laohu8.com/highlight/detail?id=1106947577","media":"老虎资讯综合","summary":"6月8日，英特尔盘前直线拉升，现涨超10%！谷歌和英伟达考虑将英特尔作为备用芯片制造商。","content":"<html><head></head><body><p style=\"text-align: left;\">6月8日，英特尔盘前直线拉升，现涨超10%！<span>据The Information报道，台积电的产能困境正成为英特尔的福音。随着这家芯片制造巨头竭力应对其芯片制造产能面临的巨大需求，包括谷歌和英伟达在内的多家主要人工智能芯片设计公司，正悄然将英特尔作为备选制造商。据悉，英伟达正在评估英特尔用于未来芯片的先进封装和18A工艺。此外，该报道还称，谷歌最近向英特尔下单，要求其在2028年生产超过300万个TPU。</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0bad0630026810572393e68000ffd9d7\" data-align=\"center\" tg-width=\"684\" tg-height=\"795\"/><span></span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f23f0f5298d43e9e5c98393d917f7b7\" data-align=\"center\" tg-width=\"834\" tg-height=\"720\"/><span></span></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：谷歌和英伟达考虑将英特尔作为备用芯片制造商</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{ 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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：谷歌和英伟达考虑将英特尔作为备用芯片制造商\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\">2026-06-08 21:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">6月8日，英特尔盘前直线拉升，现涨超10%！<span>据The Information报道，台积电的产能困境正成为英特尔的福音。随着这家芯片制造巨头竭力应对其芯片制造产能面临的巨大需求，包括谷歌和英伟达在内的多家主要人工智能芯片设计公司，正悄然将英特尔作为备选制造商。据悉，英伟达正在评估英特尔用于未来芯片的先进封装和18A工艺。此外，该报道还称，谷歌最近向英特尔下单，要求其在2028年生产超过300万个TPU。</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0bad0630026810572393e68000ffd9d7\" data-align=\"center\" tg-width=\"684\" tg-height=\"795\"/><span></span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f23f0f5298d43e9e5c98393d917f7b7\" data-align=\"center\" tg-width=\"834\" tg-height=\"720\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"GOOW":"Roundhill GOOGL WeeklyPay ETF","NVDY":"NVDA期权收益策略ETF-YieldMax","NVD":"2倍做空NVDA ETF-GraniteShares","GOOX":"2倍做多GOOG ETF-T-REX","07388":"南方两倍做空英伟达","NVYY":"GraniteShares YieldBOOST NVDA ETF","ANV":"GraniteShares Autocallable NVDA ETF","NVDB":"ProShares Ultra NVDA ETF","GOOY":"GOOGL期权收益策略ETF-YieldMax","NVII":"Rex NVDA Growth & Income ETF","NVDD":"1倍做空NVDA ETF-Direxion","INTC":"英特尔","GOU":"GraniteShares 2x Long GOOGL Daily ETF","NVDG":"2倍做多NVDA ETF- Leverage Shares","07788":"南方两倍做多英伟达","NVDX":"2倍做多NVDA ETF-T-Rex","NVDL":"2倍做多NVDA ETF-GraniteShares","GGLL":"2倍做多GOOGL-Direxion","GGLS":"1倍做空GOOGL ETF-Direxion","INTW":"2倍做多INTC ETF-GraniteShares","NVDQ":"2倍做空NVDA ETF-T-Rex","GOOGL":"谷歌A","DIPS":"做空NVDA期权收益策略ETF-YieldMax","NVDA":"英伟达","NVDS":"1.5倍做空NVDA ETF-Tradr","LINT":"Direxion Daily INTC Bull 2X ETF","NVDU":"2倍做多NVDA ETF-Direxion","NVDW":"NVDA周配息ETF-Roundhill","GOOP":"KURV YIELD PREMIUM STRATEGY GOOGLE (GOOGL) ETF","NVDO":"2倍上限加速NVDA ETF-Leverage Shares"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106947577","content_text":"6月8日，英特尔盘前直线拉升，现涨超10%！据The Information报道，台积电的产能困境正成为英特尔的福音。随着这家芯片制造巨头竭力应对其芯片制造产能面临的巨大需求，包括谷歌和英伟达在内的多家主要人工智能芯片设计公司，正悄然将英特尔作为备选制造商。据悉，英伟达正在评估英特尔用于未来芯片的先进封装和18A工艺。此外，该报道还称，谷歌最近向英特尔下单，要求其在2028年生产超过300万个TPU。","news_type":1,"symbols_score_info":{"GOU":0.6,"GGLS":0.6,"LINT":0.6,"NVDB":0.6,"GGLL":0.6,"INTW":0.6,"ANV":0.6,"GOOP":0.6,"NVDO":0.6,"GOOY":0.6,"NVDU":0.6,"GOOGL":2,"NVDG":0.6,"GOOW":0.6,"NVDS":0.6,"07788":0.6,"NVDL":0.6,"07388":0.6,"INTC":2,"NVDY":0.6,"NVDD":0.6,"NVDX":0.6,"DIPS":0.6,"NVDW":0.6,"NVDQ":0.6,"NVDA":2,"NVII":0.6,"NVD":0.6,"NVYY":0.6,"GOOX":0.6}},"isVote":1,"tweetType":1,"viewCount":899,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4090129223813410","authorId":"4090129223813410","name":"知彼投研","avatar":"https://static.tigerbbs.com/90f42be6a86b5b63aecfef29fbc0ec5b","crmLevel":5,"crmLevelSwitch":0,"idStr":"4090129223813410","authorIdStr":"4090129223813410"},"content":"正是因为股价低了才发这种新闻拉涨呢","text":"正是因为股价低了才发这种新闻拉涨呢","html":"正是因为股价低了才发这种新闻拉涨呢"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571070905084440,"gmtCreate":1780445870758,"gmtModify":1780450476521,"author":{"id":"3496288086457552","authorId":"3496288086457552","name":"咸鱼突刺","avatar":"https://static.tigerbbs.com/eb25a5997004b2649a3345ce279051a9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3496288086457552","authorIdStr":"3496288086457552"},"themes":[],"title":"","htmlText":"拜拜了","listText":"拜拜了","text":"拜拜了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571070905084440","repostId":"2640391722","repostType":2,"repost":{"id":"2640391722","kind":"highlight","pubTimestamp":1780399711,"share":"https://www.laohunote.com/m/news/2640391722?lang=zh_CN&edition=full","pubTime":"2026-06-02 19:28","market":"sh","language":"zh","title":"6月12日起，老虎国际暂停中国境内新开仓、加仓交易","url":"https://stock-news.laohu8.com/highlight/detail?id=2640391722","media":"格隆汇","summary":"推动跨境证券业务规范发展","content":"<html><body><p><span>6月2日，老虎国际发布通知称，为落实2年集中整治期的行业监管要求，推动跨境证券业务规范发展，老虎国际将对存量投资者账户在中国境内的服务进行相应调整。</span></p><p><span>自北京时间2026年6月12日起，针对在境内交易服务，暂停股票等所有品种的新开仓、加仓交易，仅支持卖出、平仓操作；针对在境内资金划转服务，暂停资金转入，转出功能保持正常，全力保障客户资金安全。</span></p><p><span>老虎表示，本次调整不会影响为存量投资者在境外提供服务，也不影响全体客户现有资产安全，客户可正常查询账户、持有及卖出已有持仓。</span></p><p><span>同日，老虎国际公布的一季度财报显示，公司收入1.55亿美元，同比增长26.3%；经营利润为4755万美元，同比增长17.5%，经营利润率保持稳健，达34.8%。</span><span></span></p><p>一季度归属于公司的净亏损和非GAAP净亏损分别约为2690万美元和2380万美元，而去年同期净利润分别为3040万美元和3600万美元，主要是由于计入约4.11亿元(约合5970万美元)监管罚款。</p><p>鉴于公司整体盈利能力和现金流状况，该项一次性支出不会对公司业务运营或长期发展造成重大不利影响。第一季度，老虎国际新增入金客户2.9万名，带动总入金客户数同比增长11.3%至128.3万。公司业务活跃度持续提升，期内总交易额同比增长49%至3239亿美元；净入金延续强劲增长势头，达29亿美元，推动客户总资产同比增长28.4%至589亿美元。</p></body></html>","source":"gelonghui_highlight","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>6月12日起，老虎国际暂停中国境内新开仓、加仓交易</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; 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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\">\n6月12日起，老虎国际暂停中国境内新开仓、加仓交易\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-02 19:28 北京时间 <a href=https://www.gelonghui.com/p/5029248><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月2日，老虎国际发布通知称，为落实2年集中整治期的行业监管要求，推动跨境证券业务规范发展，老虎国际将对存量投资者账户在中国境内的服务进行相应调整。自北京时间2026年6月12日起，针对在境内交易服务，暂停股票等所有品种的新开仓、加仓交易，仅支持卖出、平仓操作；针对在境内资金划转服务，暂停资金转入，转出功能保持正常，全力保障客户资金安全。老虎表示，本次调整不会影响为存量投资者在境外提供服务，也不...</p>\n\n<a href=\"https://www.gelonghui.com/p/5029248\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img3.gelonghui.com/bae8f-da845cc9-53f9-4316-8f8d-8a7e63a28e62.jpg?guru_height=718&guru_width=1280&guru_size=121648","relate_stocks":{"BK4563":"昨日强势股","TIGR":"老虎证券","BK4127":"投资银行业与经纪业","NQGM":"纳斯达克全球综合指数","BK4587":"ChatGPT概念","BK4526":"热门中概股"},"source_url":"https://www.gelonghui.com/p/5029248","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2640391722","content_text":"6月2日，老虎国际发布通知称，为落实2年集中整治期的行业监管要求，推动跨境证券业务规范发展，老虎国际将对存量投资者账户在中国境内的服务进行相应调整。自北京时间2026年6月12日起，针对在境内交易服务，暂停股票等所有品种的新开仓、加仓交易，仅支持卖出、平仓操作；针对在境内资金划转服务，暂停资金转入，转出功能保持正常，全力保障客户资金安全。老虎表示，本次调整不会影响为存量投资者在境外提供服务，也不影响全体客户现有资产安全，客户可正常查询账户、持有及卖出已有持仓。同日，老虎国际公布的一季度财报显示，公司收入1.55亿美元，同比增长26.3%；经营利润为4755万美元，同比增长17.5%，经营利润率保持稳健，达34.8%。一季度归属于公司的净亏损和非GAAP净亏损分别约为2690万美元和2380万美元，而去年同期净利润分别为3040万美元和3600万美元，主要是由于计入约4.11亿元(约合5970万美元)监管罚款。鉴于公司整体盈利能力和现金流状况，该项一次性支出不会对公司业务运营或长期发展造成重大不利影响。第一季度，老虎国际新增入金客户2.9万名，带动总入金客户数同比增长11.3%至128.3万。公司业务活跃度持续提升，期内总交易额同比增长49%至3239亿美元；净入金延续强劲增长势头，达29亿美元，推动客户总资产同比增长28.4%至589亿美元。","news_type":1,"symbols_score_info":{"NQGM":0.6,"TIGR":1.97}},"isVote":1,"tweetType":1,"viewCount":523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566606142976768,"gmtCreate":1779365888297,"gmtModify":1779365890659,"author":{"id":"3496288086457552","authorId":"3496288086457552","name":"咸鱼突刺","avatar":"https://static.tigerbbs.com/eb25a5997004b2649a3345ce279051a9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3496288086457552","authorIdStr":"3496288086457552"},"themes":[],"title":"","htmlText":"太激进了","listText":"太激进了","text":"太激进了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566606142976768","repostId":"2637814933","repostType":2,"repost":{"id":"2637814933","kind":"highlight","pubTimestamp":1779356667,"share":"https://www.laohunote.com/m/news/2637814933?lang=zh_CN&edition=full","pubTime":"2026-05-21 17:44","market":"us","language":"zh","title":"英特尔CEO陈立武铁腕新规：若芯片两次流片未能量产，员工将被炒鱿鱼","url":"https://stock-news.laohu8.com/highlight/detail?id=2637814933","media":"IT之家","summary":"据外媒Tom's Hardware当地时间20日报道，英特尔CEO陈立武正大幅调整英特尔内部的芯片开发文化，而其中最核心的要求之一，就是芯片首次流片后的A0版本必须具备直接量产能力。此前的消息称，陈立武会亲自审核芯片设计并批准流片。陈立武随后进一步解释称，最初很多员工认为这些要求只是玩笑，但随着制度真正开始执行，英特尔内部已经意识到管理标准正在发生变化。","content":"<html><body><div>\n<p>据外媒Tom's Hardware当地时间20日报道，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>CEO陈立武正大幅调整英特尔内部的芯片开发文化，而其中最核心的要求之一，就是芯片首次流片后的A0版本必须具备直接量产能力。</p><p>此前的消息称，陈立武会亲自审核<span>芯片设计</span>并批准流片。近期逐渐曝光的更多内部要求显示，陈立武不仅要求设计团队减少缺陷，还希望芯片在A0阶段就达到接近正式量产的成熟度，而不是像过去那样不断依赖后续版本修复问题。</p><p>陈立武日前在<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>全球科技、媒体与通信大会上表示：“我现在正在建立一种新文化。A0版本必须能够直接进入量产。英特尔过去并没有这种文化，所以我现在要求A0一次通过。做到B0版本还能保住工作，再往后，你就要被解雇了。”</p><p>陈立武随后进一步解释称，最初很多员工认为这些要求只是玩笑，但随着制度真正开始执行，英特尔内部已经意识到管理标准正在发生变化。当前，英特尔会在流片前严格检查所有设计、缺陷修复情况以及使用的IP模块，确保验证完成后才允许正式流片。</p><p>IT之家<span>注：</span>A0是芯片首次流片后的第一个硬件版本。A0一次成功，就意味着芯片首次制造后就能正常启动、功能正常、满足主要规格要求，而且无需重大修改，接近正式量产品质。</p><p>但对于采用先进工艺的大型<span>CPU</span>来说，这其实是极具挑战性的目标。相比之下，一些结构相对简单、具备更多冗余设计的处理器，更容易实现首次流片成功。</p><p>英特尔过去通常需要经历多轮步进版本迭代，才能解决缺陷、优化性能并提升良率。例如，英特尔Xeon Sapphire Rapids<span>服务器</span>处理器曾被曝存在约500个缺陷。为了修复问题并达到预期性能与良率目标，英特尔先后推出了A0、A1、B0、C0、C1、C2、D0、E0、E2、E3、E4和E5等多个步进版本。</p>\n<div>\n<p>美股频道更多独家策划、专家专栏，免费查阅>></p>\n<div>\r\n 责任编辑：山上\r\n </div>\n</div>\n</div></body></html>","source":"jinrongjie_highlight","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CEO陈立武铁腕新规：若芯片两次流片未能量产，员工将被炒鱿鱼</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; 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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英特尔CEO陈立武铁腕新规：若芯片两次流片未能量产，员工将被炒鱿鱼\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-21 17:44 北京时间 <a href=https://usstock.jrj.com.cn/2026/05/21174457164611.shtml><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据外媒Tom's Hardware当地时间20日报道，英特尔CEO陈立武正大幅调整英特尔内部的芯片开发文化，而其中最核心的要求之一，就是芯片首次流片后的A0版本必须具备直接量产能力。此前的消息称，陈立武会亲自审核芯片设计并批准流片。近期逐渐曝光的更多内部要求显示，陈立武不仅要求设计团队减少缺陷，还希望芯片在A0阶段就达到接近正式量产的成熟度，而不是像过去那样不断依赖后续版本修复问题。陈立武日前在...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2026/05/21174457164611.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","INTW":"2倍做多INTC ETF-GraniteShares","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","04335":"英特尔-T","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) 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Dis SGD","BK4579":"人工智能","BK4588":"碎股","BK4550":"红杉资本持仓","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","BK4605":"半导体精选","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","HK0000304797.USD":"PICTET 战略收益基金 P类 美元","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC"},"source_url":"https://usstock.jrj.com.cn/2026/05/21174457164611.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2637814933","content_text":"据外媒Tom's Hardware当地时间20日报道，英特尔CEO陈立武正大幅调整英特尔内部的芯片开发文化，而其中最核心的要求之一，就是芯片首次流片后的A0版本必须具备直接量产能力。此前的消息称，陈立武会亲自审核芯片设计并批准流片。近期逐渐曝光的更多内部要求显示，陈立武不仅要求设计团队减少缺陷，还希望芯片在A0阶段就达到接近正式量产的成熟度，而不是像过去那样不断依赖后续版本修复问题。陈立武日前在摩根大通全球科技、媒体与通信大会上表示：“我现在正在建立一种新文化。A0版本必须能够直接进入量产。英特尔过去并没有这种文化，所以我现在要求A0一次通过。做到B0版本还能保住工作，再往后，你就要被解雇了。”陈立武随后进一步解释称，最初很多员工认为这些要求只是玩笑，但随着制度真正开始执行，英特尔内部已经意识到管理标准正在发生变化。当前，英特尔会在流片前严格检查所有设计、缺陷修复情况以及使用的IP模块，确保验证完成后才允许正式流片。IT之家注：A0是芯片首次流片后的第一个硬件版本。A0一次成功，就意味着芯片首次制造后就能正常启动、功能正常、满足主要规格要求，而且无需重大修改，接近正式量产品质。但对于采用先进工艺的大型CPU来说，这其实是极具挑战性的目标。相比之下，一些结构相对简单、具备更多冗余设计的处理器，更容易实现首次流片成功。英特尔过去通常需要经历多轮步进版本迭代，才能解决缺陷、优化性能并提升良率。例如，英特尔Xeon Sapphire Rapids服务器处理器曾被曝存在约500个缺陷。为了修复问题并达到预期性能与良率目标，英特尔先后推出了A0、A1、B0、C0、C1、C2、D0、E0、E2、E3、E4和E5等多个步进版本。\n\n美股频道更多独家策划、专家专栏，免费查阅>>\n\n 责任编辑：山上","news_type":1,"symbols_score_info":{"INTC":1.97,"04335":1.97,"LINT":0.6,"INTW":0.6}},"isVote":1,"tweetType":1,"viewCount":586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563460855399856,"gmtCreate":1778598023333,"gmtModify":1778598025724,"author":{"id":"3496288086457552","authorId":"3496288086457552","name":"咸鱼突刺","avatar":"https://static.tigerbbs.com/eb25a5997004b2649a3345ce279051a9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3496288086457552","authorIdStr":"3496288086457552"},"themes":[],"title":"","htmlText":"我才追进来泡沫就破了？","listText":"我才追进来泡沫就破了？","text":"我才追进来泡沫就破了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563460855399856","repostId":"2634799210","repostType":4,"repost":{"id":"2634799210","kind":"live","pubTimestamp":1778596114,"share":"https://www.laohunote.com/m/news/2634799210?lang=zh_CN&edition=full","pubTime":"2026-05-12 22:28","market":"us","language":"zh","title":"半导体股回调，高通大跌超10%，韩国传利空，大空头发警告","url":"https://stock-news.laohu8.com/highlight/detail?id=2634799210","media":"格隆汇","summary":"美股半导体股普遍回调。","content":"<html><head></head><body><p>周二，美股半导体股普遍回调， <a href=\"https://laohu8.com/S/SOX\">费城半导体指数</a> 跌超4%， <a href=\"https://laohu8.com/S/SOXS\">三倍做空半导体ETF-Direxion Daily</a> 则涨超13%。个股方面， <a href=\"https://laohu8.com/S/QCOM\">高通</a> 大跌超10%， <a href=\"https://laohu8.com/S/INTC\">英特尔</a> 跌超8%， <a href=\"https://laohu8.com/S/ON\">安森美半导体</a> 跌超6%， <a href=\"https://laohu8.com/S/TSM\">台积电</a> 、 <a href=\"https://laohu8.com/S/ASML\">阿斯麦</a> 、AMD跌超3%， <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 由涨转跌。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ba2bb2229f886f065d7c320f105c05b0\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d2b1c33e4c57857097994fda81e4ab1\" title=\"\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>消息面上，韩国总统府政策首席秘书金龙范在社交媒体发文，建议韩国政府向AI利润征税，并将所得分配给全体公民作为股息。此番言论引发市场对芯片制造商可能面临额外税负的担忧。</p><p>此外，知名投资人，“大空头”Michael Burry警告称，当前市场情形类似于互联网泡沫破裂前的高点，芯片股近期大幅上涨，自3月底以来，费城半导体指数已涨近70%。按其测算，纳斯达克100指数目前市盈率约为43倍，远高于约30倍的“合理水平”，因为“华尔街对增长最快、估值最高公司的盈利高估了50%”。</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>半导体股回调，高通大跌超10%，韩国传利空，大空头发警告</title>\n<style 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href=\"https://www.gelonghui.com/rss/live/live.xml\">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/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"NVDW":"NVDA周配息ETF-Roundhill","TSMU":"2倍做多TSM ETF-GraniteShares","NVDX":"2倍做多NVDA ETF-T-Rex","TSMX":"2倍做多TSM ETF-Direxion","INTC":"英特尔","AMDD":"1倍做空AMD ETF-Direxion","MULL":"2倍做多MU ETF-GraniteShares","NVDY":"NVDA期权收益策略ETF-YieldMax","TSMY":"TSM期权收益策略ETF-YieldMax","ANV":"GraniteShares Autocallable NVDA ETF","NVD":"2倍做空NVDA ETF-GraniteShares","AMDG":"2倍做多AMD ETF- Leverage Shares","SOX":"费城半导体指数","NVYY":"GraniteShares YieldBOOST NVDA ETF","TSM":"台积电","TSMZ":"1倍做空TSM ETF-Direxion","AMDL":"2倍做多AMD ETF-GraniteShares","NVDB":"ProShares Ultra NVDA ETF","MU":"美光科技","NVII":"Rex NVDA Growth & Income ETF","DAMD":"2倍做空AMD ETF-Defiance","NVDD":"1倍做空NVDA ETF-Direxion","NVDG":"2倍做多NVDA ETF- Leverage Shares","QCOM":"高通","AMDU":"Defiance Leveraged Long + Income AMD 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跌超6%， 台积电 、 阿斯麦 、AMD跌超3%， 英伟达 由涨转跌。消息面上，韩国总统府政策首席秘书金龙范在社交媒体发文，建议韩国政府向AI利润征税，并将所得分配给全体公民作为股息。此番言论引发市场对芯片制造商可能面临额外税负的担忧。此外，知名投资人，“大空头”Michael Burry警告称，当前市场情形类似于互联网泡沫破裂前的高点，芯片股近期大幅上涨，自3月底以来，费城半导体指数已涨近70%。按其测算，纳斯达克100指数目前市盈率约为43倍，远高于约30倍的“合理水平”，因为“华尔街对增长最快、估值最高公司的盈利高估了50%”。","news_type":1,"symbols_score_info":{"TSMU":0.6,"LINT":0.6,"AMDY":0.6,"MUU":0.6,"AMD":2,"NVD":0.6,"NVYY":0.6,"INTW":0.6,"AMDG":0.6,"NVDW":0.6,"QCML":0.6,"QCOM":2,"NVDY":0.6,"TSM":2,"NVDU":0.6,"AMYY":0.6,"MU":2,"MUD":0.6,"QCMD":0.6,"AMDU":0.6,"AMDD":0.6,"NVDA":2,"MULL":0.6,"TSMY":0.6,"TSMX":0.6,"STSM":0.6,"DIPS":0.6,"AMDL":0.6,"QCMU":0.6,"ON":2,"SOX":2,"AMDW":0.6,"NVDG":0.6,"NVII":0.6,"NVDX":0.6,"ANV":0.6,"DAMD":0.6,"TSMG":0.6,"INTC":2,"NVDL":0.6,"TSMZ":0.6,"NVDO":0.6,"NVDD":0.6,"AMUU":0.6,"NVDB":0.6,"NVDS":0.6,"NVDQ":0.6}},"isVote":1,"tweetType":1,"viewCount":854,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563442272925304,"gmtCreate":1778593529699,"gmtModify":1778593532288,"author":{"id":"3496288086457552","authorId":"3496288086457552","name":"咸鱼突刺","avatar":"https://static.tigerbbs.com/eb25a5997004b2649a3345ce279051a9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3496288086457552","authorIdStr":"3496288086457552"},"themes":[],"title":"","htmlText":"与时俱进","listText":"与时俱进","text":"与时俱进","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563442272925304","repostId":"1147679877","repostType":4,"repost":{"id":"1147679877","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":1778591844,"share":"https://www.laohunote.com/m/news/1147679877?lang=zh_CN&edition=full","pubTime":"2026-05-12 21:17","market":"us","language":"zh","title":"芝商所将联合Silicon Data推出人工智能算力期货市场","url":"https://stock-news.laohu8.com/highlight/detail?id=1147679877","media":"老虎资讯综合","summary":"目前正在等待监管部门的审查。","content":"<html><head></head><body><p>芝商所（CME）和GPU市场情报及基准数据行业领导者Silicon Data今日宣布，将于今年晚些时候推出算力期货市场，目前正在等待监管部门的审查。</p><p>新的期货合约将使交易员、金融机构、AI开发者以及云服务提供商能够对数万亿美元规模的算力市场中的波动性和价格风险进行对冲与管理。这些产品将基于Silicon Data的指数构建，该指数是全球首个针对按需租用GPU费率的每日基准指标。</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>芝商所将联合Silicon Data推出人工智能算力期货市场</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\">\n芝商所将联合Silicon Data推出人工智能算力期货市场\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\">2026-05-12 21:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>芝商所（CME）和GPU市场情报及基准数据行业领导者Silicon Data今日宣布，将于今年晚些时候推出算力期货市场，目前正在等待监管部门的审查。</p><p>新的期货合约将使交易员、金融机构、AI开发者以及云服务提供商能够对数万亿美元规模的算力市场中的波动性和价格风险进行对冲与管理。这些产品将基于Silicon Data的指数构建，该指数是全球首个针对按需租用GPU费率的每日基准指标。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/ddfa4f74de6f4a9f63c3467b338f665f","relate_stocks":{"GOOP":"KURV YIELD PREMIUM STRATEGY GOOGLE (GOOGL) ETF","NVDX":"2倍做多NVDA ETF-T-Rex","NVDY":"NVDA期权收益策略ETF-YieldMax","NVD":"2倍做空NVDA ETF-GraniteShares","GOOX":"2倍做多GOOG ETF-T-REX","CORD":"T-REX 2X INVERSE CRWV DAILY TARGET ETF","NVYY":"GraniteShares YieldBOOST NVDA ETF","ANV":"GraniteShares Autocallable NVDA ETF","NVDB":"ProShares Ultra NVDA ETF","NVII":"Rex NVDA Growth & Income ETF","NVDD":"1倍做空NVDA ETF-Direxion","GOOG":"谷歌","NVDG":"2倍做多NVDA ETF- Leverage Shares","NVDA":"英伟达","NVDL":"2倍做多NVDA ETF-GraniteShares","CRWV":"CoreWeave, Inc.","CWII":"REX CRWV Growth & Income ETF","CRWG":"2倍做多CRWV ETF-Leverage Shares","NVDQ":"2倍做空NVDA ETF-T-Rex","DIPS":"做空NVDA期权收益策略ETF-YieldMax","NVDS":"1.5倍做空NVDA ETF-Tradr","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","CRWU":"2倍做多CRWV ETF-T-Rex","NVDU":"2倍做多NVDA ETF-Direxion","CWVX":"2倍做多CRWV ETF-Tradr","NVDW":"NVDA周配息ETF-Roundhill"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147679877","content_text":"芝商所（CME）和GPU市场情报及基准数据行业领导者Silicon Data今日宣布，将于今年晚些时候推出算力期货市场，目前正在等待监管部门的审查。新的期货合约将使交易员、金融机构、AI开发者以及云服务提供商能够对数万亿美元规模的算力市场中的波动性和价格风险进行对冲与管理。这些产品将基于Silicon Data的指数构建，该指数是全球首个针对按需租用GPU费率的每日基准指标。","news_type":1,"symbols_score_info":{"NVII":0.6,"NVDX":0.6,"NVDD":0.6,"NVDS":0.6,"NVDW":0.6,"CRWG":0.6,"ANV":0.6,"CORD":0.6,"GOOX":0.6,"NVD":0.6,"NVYY":0.6,"CRWV":2,"NVDB":0.6,"CWII":0.6,"GOOP":0.6,"GOOG":2,"CWVX":0.6,"CRWU":0.6,"NVDY":0.6,"NVDO":0.6,"NVDA":2,"NVDU":0.6,"NVDQ":0.6,"DIPS":0.6,"NVDG":0.6,"NVDL":0.6}},"isVote":1,"tweetType":1,"viewCount":657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563136479256872,"gmtCreate":1778513040485,"gmtModify":1778513043078,"author":{"id":"3496288086457552","authorId":"3496288086457552","name":"咸鱼突刺","avatar":"https://static.tigerbbs.com/eb25a5997004b2649a3345ce279051a9","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3496288086457552","authorIdStr":"3496288086457552"},"themes":[],"title":"","htmlText":"intel也是时来运转了，巨头上杆子来合作","listText":"intel也是时来运转了，巨头上杆子来合作","text":"intel也是时来运转了，巨头上杆子来合作","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563136479256872","repostId":"2634131282","repostType":2,"repost":{"id":"2634131282","kind":"news","pubTimestamp":1778507637,"share":"https://www.laohunote.com/m/news/2634131282?lang=zh_CN&edition=full","pubTime":"2026-05-11 21:53","market":"us","language":"zh","title":"先进封装瓶颈松动？传SK海力士将联手英特尔EMIB技术获青睐","url":"https://stock-news.laohu8.com/highlight/detail?id=2634131282","media":"智通财经","summary":"据报道，韩国存储芯片巨头SK海力士正在与$英特尔 $合作开展2.5D封装技术的研究与开发。报道称，SK海力士正在考虑采用英特尔研发的2.5D封装技术“嵌入式多芯片互连桥”。该公司目前正在进行测试，以将HBM和系统半导体与英特尔提供的EMIB嵌入式基板结合使用。在此背景下，英特尔的EMIB技术正逐渐受到行业关注。苹果订单若落地，将成为英特尔代工业务迄今最具分量的外部客户背书。而英特尔的先进封装技术，正好契合这个方向。","content":"<html><head></head><body><p>据报道，韩国存储芯片巨头SK海力士正在与<a href=\"https://laohu8.com/S/INTC\">英特尔</a>合作开展2.5D封装技术的研究与开发。报道称，SK海力士正在考虑采用英特尔研发的2.5D封装技术“嵌入式多芯片互连桥(EMIB)”。该公司目前正在进行测试，以将HBM和系统半导体与英特尔提供的EMIB嵌入式基板结合使用。目前，该公司正在寻找适用于实际量产的材料和组件。受此消息提振，截至发稿，英特尔周一美股盘初涨近4%。</p><p>在先进封装领域，<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.US)的CoWoS长期占据主导地位。SK海力士也与其保持着密切的合作关系，并在HBM和2.5D封装方面开展联合研发。然而，随着AI军备竞赛愈演愈烈，封装产能瓶颈自2022年底以来一直未能缓解，并已成为制约AI芯片供应链的核心痛点之一。尽管各大厂商纷纷扩产并推进新技术，供应紧张局面依旧持续。</p><p>在此背景下，英特尔的EMIB技术正逐渐受到行业关注。面对AI芯片对异构集成和带宽的极致需求，英特尔的EMIB封装技术通过嵌入式硅桥实现了高带宽、低成本的Chiplet互联，避开了大面积硅中介层的成本制约，自2017年量产以来已广泛应用于服务器、网络和HPC领域。</p><p>这一技术路线与台积电的CoWoS在功能定位上高度重叠，为寻求替代方案的厂商提供了可行选项。据此前报道，英特尔正就其先进封装服务与至少两家大型客户展开持续磋商，其中<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>(GOOGL.US)和<a href=\"https://laohu8.com/S/META\">Meta</a>(META.US)有望成为未来设计的潜在采用者，<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)据传也在接洽合作之列。若上述订单落地，将为英特尔代工业务带来大量外部收入。</p><p>尽管合作前景受到关注，EMIB技术能否大规模商业化，封装良率仍是核心不确定因素。知名科技分析师郭明𫓹对此发出警示称，英特尔公布的EMIB-T 90%良率属于验证数据，并不代表实际量产良率水平。郭明𫓹指出，量产良率将在<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>决定是否将EMIB用于下一代TPU AI芯片的过程中扮演决定性角色。这一判断同样适用于SK海力士的评估进程——若量产良率无法达到经济可行的水平，EMIB的大规模应用将面临实质性障碍。因此，对于英特尔而言，如何将验证阶段的良率优势转化为稳定的量产能力，将直接决定其能否在AI封装供应链中实现突破。</p><h2 id=\"id_3055778591\">CPU重回“C位”+代工业务拿下大客户 英特尔走上复苏之路</h2><p>值得一提的是，英特尔是今年以来表现亮眼的美股之一，该股股价今年迄今已累计上涨近240%，并在上周五盘中涨至130.57美元的历史新高。</p><p>英特尔得以扭转此前多年的颓势，主要原因在于其在新管理层的带领下完成错过移动计算时代的“救赎”，如今正在努力搭上人工智能(AI)这趟“列车”。</p><p>受益于AI基础设施的大规模建设浪潮，英特尔在上月底公布的财报显示，一季度营收同比增长7%至136亿美元，大幅高于分析师平均预期的124亿美元。Non-GAAP净利润为15亿美元，同比增长156%;调整后每股收益为0.29美元，同比增长123%，同样大幅高于分析师平均预期的0.01美元;毛利率为41.0%，上年同期为39.2%。</p><p>与此同时，英特尔预计，二季度营收为138亿至148亿美元，预测区间中值143亿美元大幅高于分析师平均预期的130亿美元;预计二季度调整后每股收益为0.20美元，同样大幅高于分析师平均预期的0.09美元。这一乐观展望表明，英特尔首席执行官陈立武正在推动一项充满挑战的复兴计划取得进展。</p><p>在去年引入大规模投资、强化公司资产负债表之后，陈立武如今正兑现改善运营的承诺。陈立武表示，英特尔交出了一份“稳健的成绩单”，表现超出预期。他预计用于AI系统的处理器需求将继续扩大，并称公司正“高度聚焦”提升工厂产量，目前仍无法满足所有订单。陈立武表示：“需求非常巨大。我们正非常努力确保交付、满足需求，但仍存在缺口，因为客户需求持续增长。”</p><p>陈立武表示，与他去年出任CEO时相比，如今的英特尔已经是一家“从根本上不同的公司”。他表示：“一年前，关于英特尔的讨论还在于我们能否生存下来。而今天，讨论的是我们能够多快扩大制造能力、提升供应规模，以满足对我们产品的巨大需求。”</p><p>为支撑AI大规模基础设施建设而对数据中心芯片的需求，正在提振英特尔旗舰Xeon服务器处理器的销量。这类通用型半导体——中央处理器(CPU)——正重新成为企业关注的重点，因为它们有助于将AI软件转化为可带来收入的服务。</p><p>过去两年，AI产业链的叙事几乎被GPU垄断了，而CPU在AI服务器里的存在感则很弱。其原因在于，在训练时代，最核心的瓶颈是并行计算能力，GPU负责吞掉最重的<a href=\"https://laohu8.com/S/301365\">矩阵</a>运算，CPU更多承担通用控制和基础调度工作。</p><p>然而，随着AI智能体和强化学习(RL)工作负载的爆发式增长，CPU在数据中心的战略地位正经历结构性重估。智能体的本质，不是把问题答得更长，而是把一次请求拆成一整套工作流。模型不再只是生成一个答案，而是在执行一段流程。一旦AI从“算一次”变成“跑流程”，系统对CPU的依赖就会显著上升。原因在于，很多关键负载并不适合GPU承担。比如任务编排、线程调度、进程管理、沙箱执行、前后处理、缓存协调、状态维护，这些都是典型的CPU工作。尤其是在多智能体协同场景下，多个智能体并发运行、互相调用工具、共享状态，对CPU的核心数、线程数、单核性能和内存管理能力都提出了更高要求。</p><p>此外，曾长期深陷困境并遭受投资者质疑的英特尔代工业务也终于吸引到一批长期求之不得的大客户。上周有报道称，英特尔与<a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL.US)在谈判持续逾一年后于近期达成初步协议，将为苹果设备生产部分芯片。苹果订单若落地，将成为英特尔代工业务迄今最具分量的外部客户背书。</p><p>英特尔的另一重要外部客户承诺来自埃隆·马斯克。马斯克在上月表示，该公司计划在其Terafab芯片项目中使用英特尔更先进的14A制造工艺来生产芯片。这使得<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>成为英特尔14A技术的第一个主要客户。</p><h2 id=\"id_3635672255\">先进封装有望成英特尔最现实突破口</h2><p>上述这些大客户的获取对英特尔而言是一项重大突破——该公司正致力于业务转型，以吸引外部客户使用其芯片制造技术。</p><p>有分析人士指出，在英特尔的代工业务体系中，虽然18A-P(18A的增强版本)是英特尔重新敲开顶级客户大门的工艺名片，但是先进封装可能才是英特尔代工业务更现实、更快看到商业回报的突破口。</p><p>当下，AI芯片正在从独立芯片裸片竞争变成Chiplet、HBM、2.5D/3D封装、系统级集成的竞争。对于<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、谷歌、亚马逊、<a href=\"https://laohu8.com/S/AMD\">AMD</a>乃至未来更多自研AI ASIC的云厂商而言，先进制程依然重要，但真正卡住AI芯片出货节奏的，已经变成了先进封装和HBM。</p><p>研究机构Epoch AI在2026年的分析中指出，2025年AI芯片几乎吸收了全部可用的CoWoS与HBM供应，而逻辑晶圆制造反而不是最紧的约束;前沿AI芯片通常需要先进逻辑芯片裸片、HBM，以及将二者集成到同一封装中的CoWoS类先进封装能力。而英特尔的先进封装技术，正好契合这个方向。</p><p>需要强调的是，英特尔在先进封装上的积累并不弱。按照英特尔官方介绍，其先进封装路线覆盖EMIB、Foveros、Foveros Direct等多个技术平台，目标是在2030年实现单封装内集成1万亿个晶体管。</p><p>具体来看，EMIB 本质上是一种嵌入式多芯片互连桥方案，可以在不使用传统大尺寸硅中介层的情况下，实现多个芯片裸片之间的高密度互连;Foveros则进一步走向3D堆叠，把逻辑、I/O、缓存或其他功能芯粒进行垂直集成;Foveros Direct采用混合键合技术，可进一步提升互连密度和能效。</p><p>对英特尔而言，如果只谈18A、14A，很容易被市场拿来和台积电做比较，但如果把EMIB、Foveros、Foveros Direct与未来的18A-P、18A-PT、14A组合起来看，它就更有胜算和底气。</p><p>因此，从商业化角度看，先进封装也可能比先进制程更快给英特尔带来外部客户认可。先进制程的客户导入周期长，牵涉PDK、IP、EDA、良率、成本和长期产能承诺，尤其像苹果、<a href=\"https://laohu8.com/S/QCOM\">高通</a>、英伟达这样的客户，不可能轻易把核心旗舰芯片从台积电迁出。但先进封装的切入方式更灵活。客户可以先把部分Chiplet、部分AI ASIC、部分高端封装项目交给英特尔验证，不一定一开始就全面切换晶圆制造。因此，先进制程决定英特尔能否重新站上牌桌，而先进封装可能决定它能否先拿到筹码。</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>先进封装瓶颈松动？传SK海力士将联手英特尔EMIB技术获青睐</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先进封装瓶颈松动？传SK海力士将联手英特尔EMIB技术获青睐\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-11 21:53 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1440398.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据报道，韩国存储芯片巨头SK海力士正在与英特尔合作开展2.5D封装技术的研究与开发。报道称，SK海力士正在考虑采用英特尔研发的2.5D封装技术“嵌入式多芯片互连桥(EMIB)”。该公司目前正在进行测试，以将HBM和系统半导体与英特尔提供的EMIB嵌入式基板结合使用。目前，该公司正在寻找适用于实际量产的材料和组件。受此消息提振，截至发稿，英特尔周一美股盘初涨近4%。在先进封装领域，台积电(TSM....</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1440398.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/e58fcd4a67c330616cf11ed02c0ac7c5","relate_stocks":{"BK4602":"量子计算概念","BK4529":"IDC概念","BK4575":"芯片概念","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) 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ACC","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"http://www.zhitongcaijing.com/content/detail/1440398.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2634131282","content_text":"据报道，韩国存储芯片巨头SK海力士正在与英特尔合作开展2.5D封装技术的研究与开发。报道称，SK海力士正在考虑采用英特尔研发的2.5D封装技术“嵌入式多芯片互连桥(EMIB)”。该公司目前正在进行测试，以将HBM和系统半导体与英特尔提供的EMIB嵌入式基板结合使用。目前，该公司正在寻找适用于实际量产的材料和组件。受此消息提振，截至发稿，英特尔周一美股盘初涨近4%。在先进封装领域，台积电(TSM.US)的CoWoS长期占据主导地位。SK海力士也与其保持着密切的合作关系，并在HBM和2.5D封装方面开展联合研发。然而，随着AI军备竞赛愈演愈烈，封装产能瓶颈自2022年底以来一直未能缓解，并已成为制约AI芯片供应链的核心痛点之一。尽管各大厂商纷纷扩产并推进新技术，供应紧张局面依旧持续。在此背景下，英特尔的EMIB技术正逐渐受到行业关注。面对AI芯片对异构集成和带宽的极致需求，英特尔的EMIB封装技术通过嵌入式硅桥实现了高带宽、低成本的Chiplet互联，避开了大面积硅中介层的成本制约，自2017年量产以来已广泛应用于服务器、网络和HPC领域。这一技术路线与台积电的CoWoS在功能定位上高度重叠，为寻求替代方案的厂商提供了可行选项。据此前报道，英特尔正就其先进封装服务与至少两家大型客户展开持续磋商，其中谷歌(GOOGL.US)和Meta(META.US)有望成为未来设计的潜在采用者，亚马逊(AMZN.US)据传也在接洽合作之列。若上述订单落地，将为英特尔代工业务带来大量外部收入。尽管合作前景受到关注，EMIB技术能否大规模商业化，封装良率仍是核心不确定因素。知名科技分析师郭明𫓹对此发出警示称，英特尔公布的EMIB-T 90%良率属于验证数据，并不代表实际量产良率水平。郭明𫓹指出，量产良率将在谷歌决定是否将EMIB用于下一代TPU AI芯片的过程中扮演决定性角色。这一判断同样适用于SK海力士的评估进程——若量产良率无法达到经济可行的水平，EMIB的大规模应用将面临实质性障碍。因此，对于英特尔而言，如何将验证阶段的良率优势转化为稳定的量产能力，将直接决定其能否在AI封装供应链中实现突破。CPU重回“C位”+代工业务拿下大客户 英特尔走上复苏之路值得一提的是，英特尔是今年以来表现亮眼的美股之一，该股股价今年迄今已累计上涨近240%，并在上周五盘中涨至130.57美元的历史新高。英特尔得以扭转此前多年的颓势，主要原因在于其在新管理层的带领下完成错过移动计算时代的“救赎”，如今正在努力搭上人工智能(AI)这趟“列车”。受益于AI基础设施的大规模建设浪潮，英特尔在上月底公布的财报显示，一季度营收同比增长7%至136亿美元，大幅高于分析师平均预期的124亿美元。Non-GAAP净利润为15亿美元，同比增长156%;调整后每股收益为0.29美元，同比增长123%，同样大幅高于分析师平均预期的0.01美元;毛利率为41.0%，上年同期为39.2%。与此同时，英特尔预计，二季度营收为138亿至148亿美元，预测区间中值143亿美元大幅高于分析师平均预期的130亿美元;预计二季度调整后每股收益为0.20美元，同样大幅高于分析师平均预期的0.09美元。这一乐观展望表明，英特尔首席执行官陈立武正在推动一项充满挑战的复兴计划取得进展。在去年引入大规模投资、强化公司资产负债表之后，陈立武如今正兑现改善运营的承诺。陈立武表示，英特尔交出了一份“稳健的成绩单”，表现超出预期。他预计用于AI系统的处理器需求将继续扩大，并称公司正“高度聚焦”提升工厂产量，目前仍无法满足所有订单。陈立武表示：“需求非常巨大。我们正非常努力确保交付、满足需求，但仍存在缺口，因为客户需求持续增长。”陈立武表示，与他去年出任CEO时相比，如今的英特尔已经是一家“从根本上不同的公司”。他表示：“一年前，关于英特尔的讨论还在于我们能否生存下来。而今天，讨论的是我们能够多快扩大制造能力、提升供应规模，以满足对我们产品的巨大需求。”为支撑AI大规模基础设施建设而对数据中心芯片的需求，正在提振英特尔旗舰Xeon服务器处理器的销量。这类通用型半导体——中央处理器(CPU)——正重新成为企业关注的重点，因为它们有助于将AI软件转化为可带来收入的服务。过去两年，AI产业链的叙事几乎被GPU垄断了，而CPU在AI服务器里的存在感则很弱。其原因在于，在训练时代，最核心的瓶颈是并行计算能力，GPU负责吞掉最重的矩阵运算，CPU更多承担通用控制和基础调度工作。然而，随着AI智能体和强化学习(RL)工作负载的爆发式增长，CPU在数据中心的战略地位正经历结构性重估。智能体的本质，不是把问题答得更长，而是把一次请求拆成一整套工作流。模型不再只是生成一个答案，而是在执行一段流程。一旦AI从“算一次”变成“跑流程”，系统对CPU的依赖就会显著上升。原因在于，很多关键负载并不适合GPU承担。比如任务编排、线程调度、进程管理、沙箱执行、前后处理、缓存协调、状态维护，这些都是典型的CPU工作。尤其是在多智能体协同场景下，多个智能体并发运行、互相调用工具、共享状态，对CPU的核心数、线程数、单核性能和内存管理能力都提出了更高要求。此外，曾长期深陷困境并遭受投资者质疑的英特尔代工业务也终于吸引到一批长期求之不得的大客户。上周有报道称，英特尔与苹果(AAPL.US)在谈判持续逾一年后于近期达成初步协议，将为苹果设备生产部分芯片。苹果订单若落地，将成为英特尔代工业务迄今最具分量的外部客户背书。英特尔的另一重要外部客户承诺来自埃隆·马斯克。马斯克在上月表示，该公司计划在其Terafab芯片项目中使用英特尔更先进的14A制造工艺来生产芯片。这使得特斯拉成为英特尔14A技术的第一个主要客户。先进封装有望成英特尔最现实突破口上述这些大客户的获取对英特尔而言是一项重大突破——该公司正致力于业务转型，以吸引外部客户使用其芯片制造技术。有分析人士指出，在英特尔的代工业务体系中，虽然18A-P(18A的增强版本)是英特尔重新敲开顶级客户大门的工艺名片，但是先进封装可能才是英特尔代工业务更现实、更快看到商业回报的突破口。当下，AI芯片正在从独立芯片裸片竞争变成Chiplet、HBM、2.5D/3D封装、系统级集成的竞争。对于英伟达、谷歌、亚马逊、AMD乃至未来更多自研AI ASIC的云厂商而言，先进制程依然重要，但真正卡住AI芯片出货节奏的，已经变成了先进封装和HBM。研究机构Epoch AI在2026年的分析中指出，2025年AI芯片几乎吸收了全部可用的CoWoS与HBM供应，而逻辑晶圆制造反而不是最紧的约束;前沿AI芯片通常需要先进逻辑芯片裸片、HBM，以及将二者集成到同一封装中的CoWoS类先进封装能力。而英特尔的先进封装技术，正好契合这个方向。需要强调的是，英特尔在先进封装上的积累并不弱。按照英特尔官方介绍，其先进封装路线覆盖EMIB、Foveros、Foveros Direct等多个技术平台，目标是在2030年实现单封装内集成1万亿个晶体管。具体来看，EMIB 本质上是一种嵌入式多芯片互连桥方案，可以在不使用传统大尺寸硅中介层的情况下，实现多个芯片裸片之间的高密度互连;Foveros则进一步走向3D堆叠，把逻辑、I/O、缓存或其他功能芯粒进行垂直集成;Foveros Direct采用混合键合技术，可进一步提升互连密度和能效。对英特尔而言，如果只谈18A、14A，很容易被市场拿来和台积电做比较，但如果把EMIB、Foveros、Foveros Direct与未来的18A-P、18A-PT、14A组合起来看，它就更有胜算和底气。因此，从商业化角度看，先进封装也可能比先进制程更快给英特尔带来外部客户认可。先进制程的客户导入周期长，牵涉PDK、IP、EDA、良率、成本和长期产能承诺，尤其像苹果、高通、英伟达这样的客户，不可能轻易把核心旗舰芯片从台积电迁出。但先进封装的切入方式更灵活。客户可以先把部分Chiplet、部分AI ASIC、部分高端封装项目交给英特尔验证，不一定一开始就全面切换晶圆制造。因此，先进制程决定英特尔能否重新站上牌桌，而先进封装可能决定它能否先拿到筹码。","news_type":1,"symbols_score_info":{"INTC":1.98,"07709":0.6}},"isVote":1,"tweetType":1,"viewCount":532,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}