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周而复始滚滚红尘
知不知道 小步快跑
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周而复始滚滚红尘
周而复始滚滚红尘
·
11-06 00:12
未来业绩支撑很难了。汽车取消，AI落后，老的护城河看似还在，对手直接绕过去了。
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周而复始滚滚红尘
周而复始滚滚红尘
·
11-06 00:09
未来业绩支撑很难了。汽车取消，AI落后，护城河老的，对手直接绕过去了。
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6
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1
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周而复始滚滚红尘
周而复始滚滚红尘
·
10-31
$Circle Internet Corp.(CRCL)$
这一波反弹看到200。
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1,769
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8
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3
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周而复始滚滚红尘
周而复始滚滚红尘
·
10-17
$MP Materials Corp.(MP)$
大胆抄底吧，再次站上100的话，就奔着150去了。
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858
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1
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2
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周而复始滚滚红尘
周而复始滚滚红尘
·
10-10
$英特尔(INTC)$
市净率1.8，市销率3.33，总市值1765 对比AMD，市净率6.33，市销率12.77，总市值3779。 台积电也可以参考。 1.8纳米投产后，股价起飞是必然的。
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3,905
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4
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周而复始滚滚红尘
周而复始滚滚红尘
·
10-10
$英特尔(INTC)$
这一波看到50，前方压力位。明年继续看好
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745
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1
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3
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周而复始滚滚红尘
周而复始滚滚红尘
·
10-10
汇丰没有买够吧
汇丰下调英特尔评级至“减持”，指其近期55%股价涨幅“不可持续”
智通财经APP获悉，$汇丰$银行发布最新研报，将$英特尔$的股票评级由“持有”下调至“减持”，并指出其近期股价重估“不可持续”。该行分析师弗兰克·李在报告中指出，英特尔股价自8月首次宣布三笔重大交易以来已累计上涨55%，但支撑这一涨幅的交易逻辑存在隐患。值得注意的是，弗兰克·李将英特尔目标价从21.25美元上调至24美元，但评级下调反映了其长期担忧。
汇丰下调英特尔评级至“减持”，指其近期55%股价涨幅“不可持续”
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周而复始滚滚红尘
周而复始滚滚红尘
·
10-02
$美国超微公司(AMD)$
主升浪开起，这一波看到200以上
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1,135
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2
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3
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周而复始滚滚红尘
周而复始滚滚红尘
·
2024-12-19
$C3.ai, Inc.(AI)$
难得加仓机会
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7,319
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周而复始滚滚红尘
周而复始滚滚红尘
·
2024-11-05
苹果现在也靠抄概念强挺了？
传苹果探索进军智能眼镜市场，内部测评Atlas，对标Meta
据彭博消息，苹果公司探索进军智能眼镜市场，其内部正研究市场上的相关产品。据知情人士透露，苹果上周进行代号为Atlas的倡议，涉及收集苹果员工对于智能眼镜的反馈意见。相关研究由苹果产品系统质量（APSQ）团队牵头。苹果继Meta Platforms之后，也进入这一越来越流行的市场。
传苹果探索进军智能眼镜市场，内部测评Atlas，对标Meta
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这一波看到50，前方压力位。明年继续看好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/487548198212400","isVote":1,"tweetType":1,"viewCount":745,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3468814255654802","authorId":"3468814255654802","name":"股神力量","avatar":"https://static.tigerbbs.com/74302959e00f0fb37ac3d77755f13ed9","crmLevel":1,"crmLevelSwitch":0,"idStr":"3468814255654802","authorIdStr":"3468814255654802"},"content":"还看到50吗 [笑哭]","text":"还看到50吗 [笑哭]","html":"还看到50吗 [笑哭]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487420802121816,"gmtCreate":1760027680152,"gmtModify":1760027682507,"author":{"id":"3498795706599979","authorId":"3498795706599979","name":"周而复始滚滚红尘","avatar":"https://static.tigerbbs.com/f5aeb765106824c486d51269f54b5591","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3498795706599979","authorIdStr":"3498795706599979"},"themes":[],"htmlText":"汇丰没有买够吧","listText":"汇丰没有买够吧","text":"汇丰没有买够吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487420802121816","repostId":"2574189880","repostType":2,"repost":{"id":"2574189880","kind":"news","pubTimestamp":1759981720,"share":"https://www.laohu8.com/m/news/2574189880?lang=&edition=full","pubTime":"2025-10-09 11:48","market":"hk","language":"zh","title":"汇丰下调英特尔评级至“减持”，指其近期55%股价涨幅“不可持续”","url":"https://stock-news.laohu8.com/highlight/detail?id=2574189880","media":"智通财经","summary":"智通财经APP获悉，$汇丰$银行发布最新研报，将$英特尔$的股票评级由“持有”下调至“减持”，并指出其近期股价重估“不可持续”。该行分析师弗兰克·李在报告中指出，英特尔股价自8月首次宣布三笔重大交易以来已累计上涨55%，但支撑这一涨幅的交易逻辑存在隐患。值得注意的是，弗兰克·李将英特尔目标价从21.25美元上调至24美元，但评级下调反映了其长期担忧。","content":"<html><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/HSBC\">汇丰</a>银行发布最新研报，将<a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTC.US)的股票评级由“持有”下调至“减持”，并指出其近期股价重估“不可持续”。该行分析师弗兰克·李在报告中指出，英特尔股价自8月首次宣布三笔重大交易以来已累计上涨55%，但支撑这一涨幅的交易逻辑存在隐患。</p><p>具体来看，这三笔交易包括：软银20亿美元战略投资、美国政府111亿美元注资并获得9.9%股权、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>50亿美元投资对应约4%股权。尽管这些交易的定价均较市价折让，但弗兰克·李强调，英特尔的可持续复苏仍取决于其自身晶圆厂的运营表现，而当前股价重估已显过度。</p><p>值得注意的是，弗兰克·李将英特尔目标价从21.25美元上调至24美元，但评级下调反映了其长期担忧。他特别指出，被市场视为关键突破口的<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.US)合作前景不容乐观——台积电对与英特尔代工业务达成技术共享协议兴趣缺失，主要因其已在美国投入超1000亿美元建设多个绿地项目，并将生产及建设重心转移至美国本土。</p><p>从业务层面分析，英特尔晶圆代工部门仍是拖累公司财务的最大包袱。弗兰克·李直言，该业务是拖累公司财务表现的最大因素，且执行力持续低迷。具体技术路径上，英特尔已取消面向外部客户的18A工艺，而14A工艺因缺乏外部客户订单支持，其商业可行性亦受到质疑。在此背景下，与台积电达成技术合作虽可能重塑代工业务格局，但鉴于台积电的战略布局已深度绑定美国市场，此类合作短期内难以落地。</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>汇丰下调英特尔评级至“减持”，指其近期55%股价涨幅“不可持续”</title>\n<style 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}\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汇丰下调英特尔评级至“减持”，指其近期55%股价涨幅“不可持续”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-09 11:48 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1352966.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，汇丰银行发布最新研报，将英特尔(INTC.US)的股票评级由“持有”下调至“减持”，并指出其近期股价重估“不可持续”。该行分析师弗兰克·李在报告中指出，英特尔股价自8月首次宣布三笔重大交易以来已累计上涨55%，但支撑这一涨幅的交易逻辑存在隐患。具体来看，这三笔交易包括：软银20亿美元战略投资、美国政府111亿美元注资并获得9.9%股权、英伟达50亿美元投资对应约4%股权。尽管...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1352966.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","HSBC":"汇丰"},"source_url":"http://www.zhitongcaijing.com/content/detail/1352966.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2574189880","content_text":"智通财经APP获悉，汇丰银行发布最新研报，将英特尔(INTC.US)的股票评级由“持有”下调至“减持”，并指出其近期股价重估“不可持续”。该行分析师弗兰克·李在报告中指出，英特尔股价自8月首次宣布三笔重大交易以来已累计上涨55%，但支撑这一涨幅的交易逻辑存在隐患。具体来看，这三笔交易包括：软银20亿美元战略投资、美国政府111亿美元注资并获得9.9%股权、英伟达50亿美元投资对应约4%股权。尽管这些交易的定价均较市价折让，但弗兰克·李强调，英特尔的可持续复苏仍取决于其自身晶圆厂的运营表现，而当前股价重估已显过度。值得注意的是，弗兰克·李将英特尔目标价从21.25美元上调至24美元，但评级下调反映了其长期担忧。他特别指出，被市场视为关键突破口的台积电(TSM.US)合作前景不容乐观——台积电对与英特尔代工业务达成技术共享协议兴趣缺失，主要因其已在美国投入超1000亿美元建设多个绿地项目，并将生产及建设重心转移至美国本土。从业务层面分析，英特尔晶圆代工部门仍是拖累公司财务的最大包袱。弗兰克·李直言，该业务是拖累公司财务表现的最大因素，且执行力持续低迷。具体技术路径上，英特尔已取消面向外部客户的18A工艺，而14A工艺因缺乏外部客户订单支持，其商业可行性亦受到质疑。在此背景下，与台积电达成技术合作虽可能重塑代工业务格局，但鉴于台积电的战略布局已深度绑定美国市场，此类合作短期内难以落地。","news_type":1,"symbols_score_info":{"HSBC":1.5,"INTC":1.5}},"isVote":1,"tweetType":1,"viewCount":337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":484860296253760,"gmtCreate":1759402561052,"gmtModify":1759402562953,"author":{"id":"3498795706599979","authorId":"3498795706599979","name":"周而复始滚滚红尘","avatar":"https://static.tigerbbs.com/f5aeb765106824c486d51269f54b5591","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3498795706599979","authorIdStr":"3498795706599979"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> 主升浪开起，这一波看到200以上","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> 主升浪开起，这一波看到200以上","text":"$美国超微公司(AMD)$ 主升浪开起，这一波看到200以上","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/484860296253760","isVote":1,"tweetType":1,"viewCount":1135,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3498795706599979","authorId":"3498795706599979","name":"周而复始滚滚红尘","avatar":"https://static.tigerbbs.com/f5aeb765106824c486d51269f54b5591","crmLevel":8,"crmLevelSwitch":1,"idStr":"3498795706599979","authorIdStr":"3498795706599979"},"content":"前高大概率时要过的，然后距离200也就不到10个点的波动","text":"前高大概率时要过的，然后距离200也就不到10个点的波动","html":"前高大概率时要过的，然后距离200也就不到10个点的波动"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383310885749288,"gmtCreate":1734623048671,"gmtModify":1734623050201,"author":{"id":"3498795706599979","authorId":"3498795706599979","name":"周而复始滚滚红尘","avatar":"https://static.tigerbbs.com/f5aeb765106824c486d51269f54b5591","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3498795706599979","authorIdStr":"3498795706599979"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AI\">$C3.ai, Inc.(AI)$ </a> 难得加仓机会","listText":"<a href=\"https://laohu8.com/S/AI\">$C3.ai, Inc.(AI)$ </a> 难得加仓机会","text":"$C3.ai, Inc.(AI)$ 难得加仓机会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383310885749288","isVote":1,"tweetType":1,"viewCount":7319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367738701774936,"gmtCreate":1730798606466,"gmtModify":1730798608346,"author":{"id":"3498795706599979","authorId":"3498795706599979","name":"周而复始滚滚红尘","avatar":"https://static.tigerbbs.com/f5aeb765106824c486d51269f54b5591","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3498795706599979","authorIdStr":"3498795706599979"},"themes":[],"htmlText":"苹果现在也靠抄概念强挺了？","listText":"苹果现在也靠抄概念强挺了？","text":"苹果现在也靠抄概念强挺了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367738701774936","repostId":"1101000976","repostType":2,"repost":{"id":"1101000976","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":1730762214,"share":"https://www.laohu8.com/m/news/1101000976?lang=&edition=full","pubTime":"2024-11-05 07:16","market":"us","language":"zh","title":"传苹果探索进军智能眼镜市场，内部测评Atlas，对标Meta","url":"https://stock-news.laohu8.com/highlight/detail?id=1101000976","media":"老虎资讯综合","summary":"据彭博消息，苹果公司探索进军智能眼镜市场，其内部正研究市场上的相关产品。据知情人士透露，苹果上周进行代号为Atlas的倡议，涉及收集苹果员工对于智能眼镜的反馈意见。相关研究由苹果产品系统质量（APSQ）团队牵头。苹果继Meta Platforms之后，也进入这一越来越流行的市场。","content":"<html><head></head><body><p>据彭博消息，苹果公司探索进军智能眼镜市场，其内部正研究市场上的相关产品。</p><p>据知情人士透露，苹果上周进行代号为Atlas的倡议，涉及收集苹果员工对于智能眼镜的反馈意见。相关研究由苹果产品系统质量（APSQ）团队牵头。</p><p>苹果继Meta Platforms之后，也进入这一越来越流行的市场。</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>传苹果探索进军智能眼镜市场，内部测评Atlas，对标Meta</title>\n<style 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07:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据彭博消息，苹果公司探索进军智能眼镜市场，其内部正研究市场上的相关产品。</p><p>据知情人士透露，苹果上周进行代号为Atlas的倡议，涉及收集苹果员工对于智能眼镜的反馈意见。相关研究由苹果产品系统质量（APSQ）团队牵头。</p><p>苹果继Meta Platforms之后，也进入这一越来越流行的市场。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c8bf4565bc4c9ea6e0ff587a10365663","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101000976","content_text":"据彭博消息，苹果公司探索进军智能眼镜市场，其内部正研究市场上的相关产品。据知情人士透露，苹果上周进行代号为Atlas的倡议，涉及收集苹果员工对于智能眼镜的反馈意见。相关研究由苹果产品系统质量（APSQ）团队牵头。苹果继Meta Platforms之后，也进入这一越来越流行的市场。","news_type":1,"symbols_score_info":{"AAPL":1.1}},"isVote":1,"tweetType":1,"viewCount":2541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}