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信仰接盘
信仰接盘
·
11-03 20:27
无所谓 反正要涨
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信仰接盘
信仰接盘
·
10-15
黄金又新高了
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信仰接盘
信仰接盘
·
10-09
$美国超微公司(AMD)$
前几年就没好好涨过 这次一次性补回来
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信仰接盘
信仰接盘
·
09-25
到处要饭 哈哈哈哈哈哈
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信仰接盘
信仰接盘
·
09-22
$美国超微公司(AMD)$
微软也入股amd吧
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信仰接盘
信仰接盘
·
08-07
两年前就227了 现在涨到227也不过分吧
AMD还不是下一个英伟达
对一些投资者来说，$AMD$寄托着成为下一个$英伟达$的希望。对于一些投资者来说，AMD甚至被寄予厚望，希望它能成为“下一个英伟达”——一家能够凭借人工智能实现自我转型的芯片制造商。此外，AMD在打造首款机架级AI服务器时，也可能像英伟达一样遇到困难，这可能会导致项目延期。目前，投资AMD的股票实际上是在押注公司未来能否成功推出机架级AI服务器，而英伟达已经实现了这一点。
AMD还不是下一个英伟达
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信仰接盘
信仰接盘
·
08-07
中国人没钱了
迪士尼：主题公园人均消费增幅达两年最佳 但中国市场稍微有些挑战
观点网讯：8月6日，迪士尼召开2025年第三季度财务业绩电话会议表示，在美国主题公园业务上，第三季度人均消费同比增长了8%，这是两年多来的最佳增长。迪士尼称，尽管有竞争性公园的开业和国际游客到美国的访问量波动，但总体上公司对人均消费的增长感到满意。其目标是在未来继续保持入园人数和人均消费的平衡增长。
迪士尼：主题公园人均消费增幅达两年最佳 但中国市场稍微有些挑战
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信仰接盘
信仰接盘
·
05-30
玩儿是吧
汇丰唱多AMD：目标价升至100美元，三大驱动力推动评级上调
目标价从75美元大幅调升至100美元。
汇丰唱多AMD：目标价升至100美元，三大驱动力推动评级上调
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信仰接盘
信仰接盘
·
02-20
amd收购inter不就行了
Intel想卖掉自己几乎不可能！先问问AMD答不答应
但是大家似乎都忘了一点：Intel、AMD之间有着广泛、复杂的交叉授权协议，一方想卖，必须看看另一方的态度！所以，AMD的处理器可以用Intel的指令集，Intel的处理器可以用AMD的技术。事实上，AMD当年将初代Zen架构卖给中国、成立海光，也是经过Intel点头的。如果高通、博通这样的巨头收购了Intel，将会成为一个更加庞大的行业龙头，也会和AMD产生很多的直接竞争，这肯定是AMD不愿意看到的，也不会轻易和对方达成授权协议。
Intel想卖掉自己几乎不可能！先问问AMD答不答应
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微软也入股amd吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481228933665584","isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464947209486768,"gmtCreate":1754537321183,"gmtModify":1754537322967,"author":{"id":"3535856219166205","authorId":"3535856219166205","name":"信仰接盘","avatar":"https://static.tigerbbs.com/bb6e710950b9f1b0c57eabc3b7e0a5de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535856219166205","authorIdStr":"3535856219166205"},"themes":[],"htmlText":"两年前就227了 现在涨到227也不过分吧","listText":"两年前就227了 现在涨到227也不过分吧","text":"两年前就227了 现在涨到227也不过分吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/464947209486768","repostId":"1156622527","repostType":2,"repost":{"id":"1156622527","kind":"news","pubTimestamp":1754535381,"share":"https://www.laohu8.com/m/news/1156622527?lang=&edition=full","pubTime":"2025-08-07 10:56","market":"us","language":"zh","title":"AMD还不是下一个英伟达","url":"https://stock-news.laohu8.com/highlight/detail?id=1156622527","media":"巴伦周刊","summary":"对一些投资者来说，$AMD$寄托着成为下一个$英伟达$的希望。对于一些投资者来说，AMD甚至被寄予厚望，希望它能成为“下一个英伟达”——一家能够凭借人工智能实现自我转型的芯片制造商。此外，AMD在打造首款机架级AI服务器时，也可能像英伟达一样遇到困难，这可能会导致项目延期。目前，投资AMD的股票实际上是在押注公司未来能否成功推出机架级AI服务器，而英伟达已经实现了这一点。","content":"<html><head></head><body><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45e6ac13ba8ff82aac47c1fc8d2d4a4e\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"726\"/></p><blockquote><h4 id=\"id_327984467\" style=\"text-align: justify;\">对一些投资者来说，<a href=\"https://laohu8.com/S/AMD\">AMD</a>寄托着成为下一个<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的希望。但这种想法未免过于一厢情愿。</h4></blockquote><p>涨得太快，太猛了。</p><p style=\"text-align: justify;\">近年来，随着人们对人工智能基础设施领域的乐观情绪不断升温，超威半导体（AMD）的股价也一路飙升。对于一些投资者来说，AMD甚至被寄予厚望，希望它能成为“下一个英伟达”——一家能够凭借人工智能实现自我转型的芯片制造商。</p><p style=\"text-align: justify;\">但现在需要保持警惕。周三，AMD股价下跌了6.5%，就在公司公布了强劲的第二季度财报后的第二天。表面上看，这份财报表现不错，6月季度的营收超出预期，销售前景也相当乐观。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/423f826aa7105c119037e14414ae7fd8\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">但这个故事已经出现了一些裂痕，投资者应当克制逢低买入的冲动。有迹象表明，按照目前的价格水平，AMD的股票风险较高。</p><p style=\"text-align: justify;\">华尔街通常将数据中心视为AMD最重要的终端市场，因为其GPU和服务器CPU业务都归属于这一板块。但实际上，几乎所有营收的增长都来自AMD的游戏部门，而数据中心板块的营收同比仅增长了14%，大致符合分析师的预期，增速也远低于该部门第一季度57%的增长。</p><p style=\"text-align: justify;\">此外，投资者还关注AMD的AI GPU业务前景。在公司六月举办的“Advancing AI”活动上，AMD发布了最新的AI芯片——AMD Instinct MI350系列，以与英伟达展开竞争。OpenAI首席执行官奥特曼也现身活动，并对AMD未来的发展路线表示期待，这进一步提升了投资者对本季度的预期。</p><p style=\"text-align: justify;\">随着大型科技公司在本季度财报季提高了资本支出计划，投资者对与人工智能相关的股票变得更加乐观。AMD的股价也参与了这波上涨。截至周二收盘，该公司股价今年已上涨44%，过去三个月涨幅达到73%。相比之下，英伟达今年股价上涨了33%，过去三个月上涨了57%。</p><p style=\"text-align: justify;\">在AMD周二的财报电话会议上，分析师们希望了解MI350能否迅速抓住强劲的AI基础设施需求。但公司给出的答案比较模糊，导致AMD股价在盘后交易中下跌。</p><p style=\"text-align: justify;\">分析师多次向AMD管理层询问有关公司下半年AI GPU业务营收前景的更多细节。每一次，AMD首席执行官苏姿丰都没有像去年那样给出明确的预测。她只是表示，今年下半年产能将会“快速”提升，并多次强调客户对明年推出的MI400系列“兴趣浓厚”。</p><p style=\"text-align: justify;\">管理层对具体数字的犹豫、数据中心业务表现不一，以及对MI400的关注，表明AMD的MI350系列可能无法带来投资者所期待的大幅营收增长。</p><p style=\"text-align: justify;\">关注后续的MI400是有道理的。AI数据中心市场正朝着“全栈式”机架级AI服务器发展，这类服务器集成了数十颗芯片、网络和软件。英伟达在转向自家机架级GB200 NVL72时，最初遇到了一些生产上的小问题，这款产品在一个服务器机架内集成了72颗GPU，但现在已经实现了大规模出货。MI400将成为AMD首款机架级、72颗GPU的数据中心AI服务器产品。</p><p style=\"text-align: justify;\">问题在于，非机架级的MI350很难与英伟达当前的机架级产品竞争。这也意味着，AMD的投资者可能还需要等待至少四个季度，才能看到公司AI GPU业务随着MI400的推出真正起飞。此外，AMD在打造首款机架级AI服务器时，也可能像英伟达一样遇到困难，这可能会导致项目延期。</p><p style=\"text-align: justify;\">伯恩斯坦分析师斯泰西·拉斯贡周三在一份报告中写道：“目前市场对AMD的期待主要集中在MI4XX（MI400）产品线的推进（大约在一年后），理论上这款产品有望缩小与竞争对手在原始性能上的差距，并将机架级解决方案纳入AMD的产品组合。也许在那之前，投资者还愿意继续憧憬，当然，也可能不会。”</p><p style=\"text-align: justify;\">鉴于当前的不确定性，AMD的股价看起来已经被充分评估。目前其市盈率为32倍，上一季度营收增长为32%。英伟达的市盈率略高，为36倍，但其营收增长高达69%。而我认为，华尔街目前对英伟达盈利的预期还被低估了，因为其GB200/GB300 NVL72产品才刚刚开始大规模出货。</p><p style=\"text-align: justify;\">目前，投资AMD的股票实际上是在押注公司未来能否成功推出机架级AI服务器，而英伟达已经实现了这一点。在AMD成功推出MI400 GPU之前（这至少要等到明年），其股价很可能会原地踏步。</p></body></html>","source":"lsy1748071825094","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>AMD还不是下一个英伟达</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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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\">\nAMD还不是下一个英伟达\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-07 10:56 北京时间 <a href=https://mp.weixin.qq.com/s/XrBAozVgddD8JToh9Px1kg><strong>巴伦周刊</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>对一些投资者来说，AMD寄托着成为下一个英伟达的希望。但这种想法未免过于一厢情愿。涨得太快，太猛了。近年来，随着人们对人工智能基础设施领域的乐观情绪不断升温，超威半导体（AMD）的股价也一路飙升。对于一些投资者来说，AMD甚至被寄予厚望，希望它能成为“下一个英伟达”——一家能够凭借人工智能实现自我转型的芯片制造商。但现在需要保持警惕。周三，AMD股价下跌了6.5%，就在公司公布了强劲的第二季度财报...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/XrBAozVgddD8JToh9Px1kg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/45e6ac13ba8ff82aac47c1fc8d2d4a4e","relate_stocks":{"LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","BK4587":"ChatGPT概念","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","AMD":"美国超微公司","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","BK4579":"人工智能","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4612":"AI芯片","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4575":"芯片概念","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4614":"Manus概念股","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC"},"source_url":"https://mp.weixin.qq.com/s/XrBAozVgddD8JToh9Px1kg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1156622527","content_text":"对一些投资者来说，AMD寄托着成为下一个英伟达的希望。但这种想法未免过于一厢情愿。涨得太快，太猛了。近年来，随着人们对人工智能基础设施领域的乐观情绪不断升温，超威半导体（AMD）的股价也一路飙升。对于一些投资者来说，AMD甚至被寄予厚望，希望它能成为“下一个英伟达”——一家能够凭借人工智能实现自我转型的芯片制造商。但现在需要保持警惕。周三，AMD股价下跌了6.5%，就在公司公布了强劲的第二季度财报后的第二天。表面上看，这份财报表现不错，6月季度的营收超出预期，销售前景也相当乐观。但这个故事已经出现了一些裂痕，投资者应当克制逢低买入的冲动。有迹象表明，按照目前的价格水平，AMD的股票风险较高。华尔街通常将数据中心视为AMD最重要的终端市场，因为其GPU和服务器CPU业务都归属于这一板块。但实际上，几乎所有营收的增长都来自AMD的游戏部门，而数据中心板块的营收同比仅增长了14%，大致符合分析师的预期，增速也远低于该部门第一季度57%的增长。此外，投资者还关注AMD的AI GPU业务前景。在公司六月举办的“Advancing AI”活动上，AMD发布了最新的AI芯片——AMD Instinct MI350系列，以与英伟达展开竞争。OpenAI首席执行官奥特曼也现身活动，并对AMD未来的发展路线表示期待，这进一步提升了投资者对本季度的预期。随着大型科技公司在本季度财报季提高了资本支出计划，投资者对与人工智能相关的股票变得更加乐观。AMD的股价也参与了这波上涨。截至周二收盘，该公司股价今年已上涨44%，过去三个月涨幅达到73%。相比之下，英伟达今年股价上涨了33%，过去三个月上涨了57%。在AMD周二的财报电话会议上，分析师们希望了解MI350能否迅速抓住强劲的AI基础设施需求。但公司给出的答案比较模糊，导致AMD股价在盘后交易中下跌。分析师多次向AMD管理层询问有关公司下半年AI GPU业务营收前景的更多细节。每一次，AMD首席执行官苏姿丰都没有像去年那样给出明确的预测。她只是表示，今年下半年产能将会“快速”提升，并多次强调客户对明年推出的MI400系列“兴趣浓厚”。管理层对具体数字的犹豫、数据中心业务表现不一，以及对MI400的关注，表明AMD的MI350系列可能无法带来投资者所期待的大幅营收增长。关注后续的MI400是有道理的。AI数据中心市场正朝着“全栈式”机架级AI服务器发展，这类服务器集成了数十颗芯片、网络和软件。英伟达在转向自家机架级GB200 NVL72时，最初遇到了一些生产上的小问题，这款产品在一个服务器机架内集成了72颗GPU，但现在已经实现了大规模出货。MI400将成为AMD首款机架级、72颗GPU的数据中心AI服务器产品。问题在于，非机架级的MI350很难与英伟达当前的机架级产品竞争。这也意味着，AMD的投资者可能还需要等待至少四个季度，才能看到公司AI GPU业务随着MI400的推出真正起飞。此外，AMD在打造首款机架级AI服务器时，也可能像英伟达一样遇到困难，这可能会导致项目延期。伯恩斯坦分析师斯泰西·拉斯贡周三在一份报告中写道：“目前市场对AMD的期待主要集中在MI4XX（MI400）产品线的推进（大约在一年后），理论上这款产品有望缩小与竞争对手在原始性能上的差距，并将机架级解决方案纳入AMD的产品组合。也许在那之前，投资者还愿意继续憧憬，当然，也可能不会。”鉴于当前的不确定性，AMD的股价看起来已经被充分评估。目前其市盈率为32倍，上一季度营收增长为32%。英伟达的市盈率略高，为36倍，但其营收增长高达69%。而我认为，华尔街目前对英伟达盈利的预期还被低估了，因为其GB200/GB300 NVL72产品才刚刚开始大规模出货。目前，投资AMD的股票实际上是在押注公司未来能否成功推出机架级AI服务器，而英伟达已经实现了这一点。在AMD成功推出MI400 GPU之前（这至少要等到明年），其股价很可能会原地踏步。","news_type":1,"symbols_score_info":{"AMD":1}},"isVote":1,"tweetType":1,"viewCount":983,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464848124866640,"gmtCreate":1754513472625,"gmtModify":1754513474385,"author":{"id":"3535856219166205","authorId":"3535856219166205","name":"信仰接盘","avatar":"https://static.tigerbbs.com/bb6e710950b9f1b0c57eabc3b7e0a5de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535856219166205","authorIdStr":"3535856219166205"},"themes":[],"htmlText":"中国人没钱了","listText":"中国人没钱了","text":"中国人没钱了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464848124866640","repostId":"2557309303","repostType":2,"repost":{"id":"2557309303","kind":"news","pubTimestamp":1754490720,"share":"https://www.laohu8.com/m/news/2557309303?lang=&edition=full","pubTime":"2025-08-06 22:32","market":"us","language":"zh","title":"迪士尼：主题公园人均消费增幅达两年最佳 但中国市场稍微有些挑战","url":"https://stock-news.laohu8.com/highlight/detail?id=2557309303","media":"观点网","summary":"观点网讯：8月6日，迪士尼召开2025年第三季度财务业绩电话会议表示，在美国主题公园业务上，第三季度人均消费同比增长了8%，这是两年多来的最佳增长。迪士尼称，尽管有竞争性公园的开业和国际游客到美国的访问量波动，但总体上公司对人均消费的增长感到满意。其目标是在未来继续保持入园人数和人均消费的平衡增长。","content":"<html><body><article><p><strong>观点网讯：</strong>8月6日，<a href=\"https://laohu8.com/S/DIS\">迪士尼</a>召开2025年第三季度财务业绩电话会议表示，在美国主题公园业务上，第三季度人均消费同比增长了8%，这是两年多来的最佳增长。人均消费的增长受多种因素影响，包括游客来源的构成（本地、州外、国际）。</p><p>迪士尼称，尽管有竞争性公园的开业和国际游客到美国的访问量波动，但总体上公司对人均消费的增长感到满意。本地游客与外地游客的比例并没有显著的变化趋势。总体而言，尽管市场竞争激烈，公司对入园人数和人均消费的增长都感到非常乐观。其目标是在未来继续保持入园人数和人均消费的平衡增长。</p><p>但提及中国市场时则表示，中国的市场稍微有些挑战，主要不是从游客数量的角度，而是从人均消费角度来看，因为中国消费者面临一些压力。</p><p>免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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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迪士尼：主题公园人均消费增幅达两年最佳 但中国市场稍微有些挑战\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-06 22:32 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202508062237229737a3cb&s=b><strong>观点网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>观点网讯：8月6日，迪士尼召开2025年第三季度财务业绩电话会议表示，在美国主题公园业务上，第三季度人均消费同比增长了8%，这是两年多来的最佳增长。人均消费的增长受多种因素影响，包括游客来源的构成（本地、州外、国际）。迪士尼称，尽管有竞争性公园的开业和国际游客到美国的访问量波动，但总体上公司对人均消费的增长感到满意。本地游客与外地游客的比例并没有显著的变化趋势。总体而言，尽管市场竞争激烈，公司对...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202508062237229737a3cb&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","BK4554":"元宇宙及AR概念","BK4524":"宅经济概念","BK4581":"高盛持仓","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","BK4532":"文艺复兴科技持仓","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc 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SGD","BK4561":"索罗斯持仓","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202508062237229737a3cb&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2557309303","content_text":"观点网讯：8月6日，迪士尼召开2025年第三季度财务业绩电话会议表示，在美国主题公园业务上，第三季度人均消费同比增长了8%，这是两年多来的最佳增长。人均消费的增长受多种因素影响，包括游客来源的构成（本地、州外、国际）。迪士尼称，尽管有竞争性公园的开业和国际游客到美国的访问量波动，但总体上公司对人均消费的增长感到满意。本地游客与外地游客的比例并没有显著的变化趋势。总体而言，尽管市场竞争激烈，公司对入园人数和人均消费的增长都感到非常乐观。其目标是在未来继续保持入园人数和人均消费的平衡增长。但提及中国市场时则表示，中国的市场稍微有些挑战，主要不是从游客数量的角度，而是从人均消费角度来看，因为中国消费者面临一些压力。免责声明：本文内容与数据由观点根据公开信息整理，不构成投资建议，使用前请核实。","news_type":1,"symbols_score_info":{"DIS":1,"YINN":1}},"isVote":1,"tweetType":1,"viewCount":490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":440588581421728,"gmtCreate":1748604486367,"gmtModify":1748604487545,"author":{"id":"3535856219166205","authorId":"3535856219166205","name":"信仰接盘","avatar":"https://static.tigerbbs.com/bb6e710950b9f1b0c57eabc3b7e0a5de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535856219166205","authorIdStr":"3535856219166205"},"themes":[],"htmlText":"玩儿是吧 ","listText":"玩儿是吧 ","text":"玩儿是吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/440588581421728","repostId":"2539216310","repostType":2,"repost":{"id":"2539216310","kind":"news","pubTimestamp":1748572051,"share":"https://www.laohu8.com/m/news/2539216310?lang=&edition=full","pubTime":"2025-05-30 10:27","market":"us","language":"zh","title":"汇丰唱多AMD：目标价升至100美元，三大驱动力推动评级上调","url":"https://stock-news.laohu8.com/highlight/detail?id=2539216310","media":"智通财经","summary":"目标价从75美元大幅调升至100美元。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/HSBC\">汇丰</a>银行发表研报，将AMD(AMD.US)评级从“卖出”上调至“持有”，目标价从75美元大幅调升至100美元。</p><p>汇丰银行分析师Frank Lee表示，此次评级上调主要基于三个关键因素：首先，AMD与沙特阿拉伯达成的人工智能(AI)合作协议为公司带来新机遇;其次，国际贸易关税紧张局势的缓和为行业发展创造了有利环境;第三，AMD公布的2025年第一季度财报表现亮眼，特别是数据中心业务的强劲增长超出市场预期，有效提振了投资者信心。</p><p>财报数据显示，AMD第一季度营收达74亿美元，同比增长36%，主要增长动力来自数据中心和客户端业务板块的优异表现。净利润同比大幅增长55%，这得益于高利润率的数据中心产品占比提升以及锐龙处理器产品组合的优化。其中，数据中心业务收入同比激增近57%，EPYC服务器处理器和Instinct AI加速器的销售贡献尤为突出。</p><p>Lee认为，AMD在美国与沙特合作项目中展现的发展潜力值得关注。他强调，“从TAM(潜在市场总额)机会来看，AMD具有显著吸引力”。对于公司即将发布的新一代AI芯片，Lee持乐观态度，认为这些新产品将助力AMD提升市场竞争力，更好地应对来自<a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTC.US)等对手的挑战。</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>汇丰唱多AMD：目标价升至100美元，三大驱动力推动评级上调</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汇丰唱多AMD：目标价升至100美元，三大驱动力推动评级上调\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-30 10:27 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1299501.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>汇丰银行发表研报，将AMD(AMD.US)评级从“卖出”上调至“持有”，目标价从75美元大幅调升至100美元。汇丰银行分析师Frank Lee表示，此次评级上调主要基于三个关键因素：首先，AMD与沙特阿拉伯达成的人工智能(AI)合作协议为公司带来新机遇;其次，国际贸易关税紧张局势的缓和为行业发展创造了有利环境;第三，AMD公布的2025年第一季度财报表现亮眼，特别是数据中心业务的强劲增长超出市场...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1299501.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3b2a8b5993ce79542c2059216c861b4f","relate_stocks":{"AMD":"美国超微公司"},"source_url":"http://www.zhitongcaijing.com/content/detail/1299501.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2539216310","content_text":"汇丰银行发表研报，将AMD(AMD.US)评级从“卖出”上调至“持有”，目标价从75美元大幅调升至100美元。汇丰银行分析师Frank Lee表示，此次评级上调主要基于三个关键因素：首先，AMD与沙特阿拉伯达成的人工智能(AI)合作协议为公司带来新机遇;其次，国际贸易关税紧张局势的缓和为行业发展创造了有利环境;第三，AMD公布的2025年第一季度财报表现亮眼，特别是数据中心业务的强劲增长超出市场预期，有效提振了投资者信心。财报数据显示，AMD第一季度营收达74亿美元，同比增长36%，主要增长动力来自数据中心和客户端业务板块的优异表现。净利润同比大幅增长55%，这得益于高利润率的数据中心产品占比提升以及锐龙处理器产品组合的优化。其中，数据中心业务收入同比激增近57%，EPYC服务器处理器和Instinct AI加速器的销售贡献尤为突出。Lee认为，AMD在美国与沙特合作项目中展现的发展潜力值得关注。他强调，“从TAM(潜在市场总额)机会来看，AMD具有显著吸引力”。对于公司即将发布的新一代AI芯片，Lee持乐观态度，认为这些新产品将助力AMD提升市场竞争力，更好地应对来自英特尔(INTC.US)等对手的挑战。","news_type":1,"symbols_score_info":{"AMD":1}},"isVote":1,"tweetType":1,"viewCount":965,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":405518355181928,"gmtCreate":1740026953612,"gmtModify":1740026955519,"author":{"id":"3535856219166205","authorId":"3535856219166205","name":"信仰接盘","avatar":"https://static.tigerbbs.com/bb6e710950b9f1b0c57eabc3b7e0a5de","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535856219166205","authorIdStr":"3535856219166205"},"themes":[],"htmlText":"amd收购inter不就行了","listText":"amd收购inter不就行了","text":"amd收购inter不就行了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/405518355181928","repostId":"2512469416","repostType":2,"repost":{"id":"2512469416","kind":"news","pubTimestamp":1740020848,"share":"https://www.laohu8.com/m/news/2512469416?lang=&edition=full","pubTime":"2025-02-20 11:07","market":"hk","language":"zh","title":"Intel想卖掉自己几乎不可能！先问问AMD答不答应","url":"https://stock-news.laohu8.com/highlight/detail?id=2512469416","media":"快科技","summary":"但是大家似乎都忘了一点：Intel、AMD之间有着广泛、复杂的交叉授权协议，一方想卖，必须看看另一方的态度！所以，AMD的处理器可以用Intel的指令集，Intel的处理器可以用AMD的技术。事实上，AMD当年将初代Zen架构卖给中国、成立海光，也是经过Intel点头的。如果高通、博通这样的巨头收购了Intel，将会成为一个更加庞大的行业龙头，也会和AMD产生很多的直接竞争，这肯定是AMD不愿意看到的，也不会轻易和对方达成授权协议。","content":"<html><body><p>快科技2月20日消息，Intel目前深陷财务和产品危机，从行业到政府各方都在出谋划策，但大部分都是类似的思路：要么卖掉、合资晶圆厂，要么整体都卖掉，而且据说感兴趣的巨头也不少，但毕竟是Intel，谁都不敢轻易下手。</p><p>但是大家似乎都忘了一点：<strong>Intel、AMD之间有着广泛、复杂的交叉授权协议，一方想卖，必须看看另一方的态度！</strong></p><p>Intel、AMD虽然是死敌，但因为基本技术路线相同，彼此一直有交叉授权协议，最近一笔是2009年签的(所以兆芯能购买和使用威盛IP)，双方都会使用对方的技术以规避可能得侵权诉讼。</p><p>从CPU处理器，到GPU独立和集成显卡，再到DPU、FPGA等其他产品，可以说双方的几乎所有产品线都是如此。</p><p>所以，AMD的处理器可以用Intel的指令集，Intel的处理器可以用AMD的技术。</p><p>但是，<strong>这种交叉授权有着严格的限制，一旦某一方被并购，或者与其他企业合资，协议就会立即终止，双方的产品线都会受到极大影响，必须重新谈判签订新的授权协议。</strong></p><p>事实上，AMD当年将初代Zen架构卖给中国、成立海光，也是经过Intel点头的。</p><p><strong>如果<a href=\"https://laohu8.com/S/QCOM\">高通</a>、<a href=\"https://laohu8.com/S/AVGO\">博通</a>这样的巨头收购了Intel，将会成为一个更加庞大的行业龙头，也会和AMD产生很多的直接竞争，这肯定是AMD不愿意看到的，也不会轻易和对方达成授权协议。</strong></p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p></body></html>","source":"ifeng_tech","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel想卖掉自己几乎不可能！先问问AMD答不答应</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nIntel想卖掉自己几乎不可能！先问问AMD答不答应\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-20 11:07 北京时间 <a href=https://tech.ifeng.com/c/8h7heiOYok8><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技2月20日消息，Intel目前深陷财务和产品危机，从行业到政府各方都在出谋划策，但大部分都是类似的思路：要么卖掉、合资晶圆厂，要么整体都卖掉，而且据说感兴趣的巨头也不少，但毕竟是Intel，谁都不敢轻易下手。但是大家似乎都忘了一点：Intel、AMD之间有着广泛、复杂的交叉授权协议，一方想卖，必须看看另一方的态度！Intel、AMD虽然是死敌，但因为基本技术路线相同，彼此一直有交叉授权协议，...</p>\n\n<a href=\"https://tech.ifeng.com/c/8h7heiOYok8\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","INTC":"英特尔","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4529":"IDC概念","AMD":"美国超微公司","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","BK4575":"芯片概念","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","BK4566":"资本集团","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) 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