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wwwnice
IP属地:广东
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wwwnice
wwwnice
·
06-17 23:01
$Circle Internet Corp.(CRCL)$
涨多久跌
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1
编组 21备份 2
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wwwnice
wwwnice
·
05-28
$Faraday Future Intelligent Electric Inc(FFAI)$
可能破50
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394
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2
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3
编组 21备份 2
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wwwnice
wwwnice
·
04-25
$法拉第未来(FFAI)$
看好,公司治理创始人精力很重要
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405
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2
编组 21备份 2
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wwwnice
wwwnice
·
04-16
按老特逻辑,中国有强大芯片消费者,小美香巴拉要哭
半导体巨头恐遭重创!特朗普新关税或令美芯片设备商年损失超十亿美金
智通财经APP获悉,据两位知情人士透露,美国总统特朗普拟实施的新一轮关税政策,可能令美国半导体设备制造商每年损失超过10亿美元。目前,它们已经因为前总统拜登实施的一系列出口管制而损失了数十亿美元营收。拜登政府旨在限制先进芯片制造设备流入中国。这款H20芯片是英伟达目前唯一被美国政府允许合法销售给中国的产品。该项费用涉及库存、采购承诺及相关准备金,消息发布后,英伟达股价在盘后交易中下跌超4.5%。
半导体巨头恐遭重创!特朗普新关税或令美芯片设备商年损失超十亿美金
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420
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2
编组 21备份 2
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wwwnice
wwwnice
·
04-15
$小鹏汽车(XPEV)$
这么多板块
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614
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1
编组 21备份 2
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wwwnice
wwwnice
·
02-26
机器人装上大脑
【猎户星空机器人正式接入DeepSeek】据猎豹移动消息,2月24日,猎户星空机器人正式接入DeepSeek,语音交互能力迎来提升。豹小秘、豹小秘2、豹小秘mini、豹小秘Plus及招财豹机型即日起免费开放升级,未来将逐步拓展至更多机型及应用场景。据介绍,猎户星空即将推出类人机器人操作系统——AgentOS。
据猎豹移动消息,2月24日,猎户星空机器人正式接入DeepSeek,语音交互能力迎来提升。豹小秘、豹小秘2、豹小秘mini、豹小秘Plus及招财豹机型即日起免费开放升级,未来将逐步拓展至更多机型及应用场景。据介绍,猎户星空即将推出类人机器人操作系统——AgentOS。
【猎户星空机器人正式接入DeepSeek】据猎豹移动消息,2月24日,猎户星空机器人正式接入DeepSeek,语音交互能力迎来提升。豹小秘、豹小秘2、豹小秘mini、豹小秘Plus及招财豹机型即日起免费开放升级,未来将逐步拓展至更多机型及应用场景。据介绍,猎户星空即将推出类人机器人操作系统——AgentOS。
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wwwnice
wwwnice
·
02-20
$猎豹移动(CMCM)$
AI大脑,机器人应该脱胎换骨
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1,177
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wwwnice
wwwnice
·
2024-12-12
$亿航智能(EH)$
该狂飙了
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2,150
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wwwnice
wwwnice
·
2024-12-06
$亿航智能(EH)$
万亿的低空经济,头部主机厂必将富饶直上。
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wwwnice
wwwnice
·
2024-12-03
$Joby Aviation, Inc.(JOBY)$
aviation industry will boom
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</a> 看好,公司治理创始人精力很重要","listText":"<a href=\"https://laohu8.com/S/FFAI\">$法拉第未来(FFAI)$ </a> 看好,公司治理创始人精力很重要","text":"$法拉第未来(FFAI)$ 看好,公司治理创始人精力很重要","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/428267708964880","isVote":1,"tweetType":1,"viewCount":405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":425175320437232,"gmtCreate":1744812649714,"gmtModify":1744812651816,"author":{"id":"3538913479239164","authorId":"3538913479239164","name":"wwwnice","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3538913479239164","authorIdStr":"3538913479239164"},"themes":[],"htmlText":"按老特逻辑,中国有强大芯片消费者,小美香巴拉要哭","listText":"按老特逻辑,中国有强大芯片消费者,小美香巴拉要哭","text":"按老特逻辑,中国有强大芯片消费者,小美香巴拉要哭","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/425175320437232","repostId":"2527479214","repostType":2,"repost":{"id":"2527479214","kind":"news","pubTimestamp":1744754400,"share":"https://www.laohu8.com/m/news/2527479214?lang=&edition=full","pubTime":"2025-04-16 06:00","market":"us","language":"zh","title":"半导体巨头恐遭重创!特朗普新关税或令美芯片设备商年损失超十亿美金","url":"https://stock-news.laohu8.com/highlight/detail?id=2527479214","media":"智通财经","summary":"智通财经APP获悉,据两位知情人士透露,美国总统特朗普拟实施的新一轮关税政策,可能令美国半导体设备制造商每年损失超过10亿美元。目前,它们已经因为前总统拜登实施的一系列出口管制而损失了数十亿美元营收。拜登政府旨在限制先进芯片制造设备流入中国。这款H20芯片是英伟达目前唯一被美国政府允许合法销售给中国的产品。该项费用涉及库存、采购承诺及相关准备金,消息发布后,英伟达股价在盘后交易中下跌超4.5%。","content":"<html><head></head><body><p>4月16日,据两位知情人士透露,美国总统特朗普拟实施的新一轮关税政策,可能令美国半导体设备制造商每年损失超过10亿美元。该估算是上周在华盛顿与政府官员及国会议员讨论后得出的,相关成本首次被披露。</p><p>据悉,美国三大半导体设备制造商,<a href=\"https://laohu8.com/S/AMAT\">应用材料</a>(AMAT.US)、泛林集团(LRCX.US)和<a href=\"https://laohu8.com/S/KLAC\">科磊</a>(KLAC.US)每家可能因此损失大约3.5亿美元。此外,诸如Onto Innovation等规模较小的竞争对手,也面临数千万美元的额外支出压力。</p><p>这些企业制造的芯片设备在全球范围内高度紧缺,通常需要成千上万个高度专业化的零部件。目前,它们已经因为前总统拜登实施的一系列出口管制而损失了数十亿美元营收。拜登政府旨在限制先进芯片制造设备流入中国。</p><p>特朗普政府在今年4月宣布的对等关税至今基本处于暂停状态,但为推动本土制造业发展,其正在考虑对半导体产业实施进一步关税,并于本周一启动了相关进口调查。</p><p>据称,这项预计高达十亿美元的成本包括几方面:一是对海外客户销售中低端设备的流失导致的营收损失;二是寻找替代供应商所需投入的人力和时间成本;三是因遵守复杂的关税合规规定而产生的人员配备和行政开支。</p><p>这些估算仍属初步粗略计算,因为每台芯片设备由多个组件组成,具体的关税政策尚未明朗,导致企业难以快速测算实际影响。华盛顿方面正与芯片产业高管及全球半导体产业协会(SEMI)代表持续进行沟通和对话。</p><p>值得注意的是,中国在美国出口限制的压力下,已加快对本土半导体设备产业的投资步伐,力求减少对美依赖、实现技术自主。</p><p>与此同时,芯片巨头<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)本周二表示,其第一季度财报将包括约55亿美元与其H20产品相关的费用。这款H20芯片是英伟达目前唯一被美国政府允许合法销售给中国的产品。该项费用涉及库存、采购承诺及相关准备金,消息发布后,英伟达股价在盘后交易中下跌超4.5%。</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>半导体巨头恐遭重创!特朗普新关税或令美芯片设备商年损失超十亿美金</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{ 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href=http://www.zhitongcaijing.com/content/detail/1279233.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>4月16日,据两位知情人士透露,美国总统特朗普拟实施的新一轮关税政策,可能令美国半导体设备制造商每年损失超过10亿美元。该估算是上周在华盛顿与政府官员及国会议员讨论后得出的,相关成本首次被披露。据悉,美国三大半导体设备制造商,应用材料(AMAT.US)、泛林集团(LRCX.US)和科磊(KLAC.US)每家可能因此损失大约3.5亿美元。此外,诸如Onto Innovation等规模较小的竞争对手,...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1279233.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/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"MU":"美光科技","QCOM":"高通","AMD":"美国超微公司","ARM":"ARM Holdings","AVGO":"博通","NVDA":"英伟达","SMCI":"超微电脑","MRVL":"迈威尔科技","TSM":"台积电"},"source_url":"http://www.zhitongcaijing.com/content/detail/1279233.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2527479214","content_text":"4月16日,据两位知情人士透露,美国总统特朗普拟实施的新一轮关税政策,可能令美国半导体设备制造商每年损失超过10亿美元。该估算是上周在华盛顿与政府官员及国会议员讨论后得出的,相关成本首次被披露。据悉,美国三大半导体设备制造商,应用材料(AMAT.US)、泛林集团(LRCX.US)和科磊(KLAC.US)每家可能因此损失大约3.5亿美元。此外,诸如Onto Innovation等规模较小的竞争对手,也面临数千万美元的额外支出压力。这些企业制造的芯片设备在全球范围内高度紧缺,通常需要成千上万个高度专业化的零部件。目前,它们已经因为前总统拜登实施的一系列出口管制而损失了数十亿美元营收。拜登政府旨在限制先进芯片制造设备流入中国。特朗普政府在今年4月宣布的对等关税至今基本处于暂停状态,但为推动本土制造业发展,其正在考虑对半导体产业实施进一步关税,并于本周一启动了相关进口调查。据称,这项预计高达十亿美元的成本包括几方面:一是对海外客户销售中低端设备的流失导致的营收损失;二是寻找替代供应商所需投入的人力和时间成本;三是因遵守复杂的关税合规规定而产生的人员配备和行政开支。这些估算仍属初步粗略计算,因为每台芯片设备由多个组件组成,具体的关税政策尚未明朗,导致企业难以快速测算实际影响。华盛顿方面正与芯片产业高管及全球半导体产业协会(SEMI)代表持续进行沟通和对话。值得注意的是,中国在美国出口限制的压力下,已加快对本土半导体设备产业的投资步伐,力求减少对美依赖、实现技术自主。与此同时,芯片巨头英伟达(NVDA.US)本周二表示,其第一季度财报将包括约55亿美元与其H20产品相关的费用。这款H20芯片是英伟达目前唯一被美国政府允许合法销售给中国的产品。该项费用涉及库存、采购承诺及相关准备金,消息发布后,英伟达股价在盘后交易中下跌超4.5%。","news_type":1,"symbols_score_info":{"AMD":1,"ARM":1.1,"AVGO":1.1,"MRVL":1.1,"MU":1.1,"NVDA":1,"QCOM":1.1,"SMCI":1.1,"TSM":1.1}},"isVote":1,"tweetType":1,"viewCount":420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":424739352847216,"gmtCreate":1744728467828,"gmtModify":1744728472288,"author":{"id":"3538913479239164","authorId":"3538913479239164","name":"wwwnice","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3538913479239164","authorIdStr":"3538913479239164"},"themes":[],"htmlText":"<a 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这么多板块","images":[{"img":"https://static.tigerbbs.com/caee69600a25f5f2a9e61fd266370dcb","width":"1220","height":"2712"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/424739352847216","isVote":1,"tweetType":1,"viewCount":614,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":407789232886088,"gmtCreate":1740572789500,"gmtModify":1740572791441,"author":{"id":"3538913479239164","authorId":"3538913479239164","name":"wwwnice","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3538913479239164","authorIdStr":"3538913479239164"},"themes":[],"htmlText":"机器人装上大脑","listText":"机器人装上大脑","text":"机器人装上大脑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407789232886088","repostId":"2514080803","repostType":2,"repost":{"id":"2514080803","kind":"news","pubTimestamp":1740451553,"share":"https://www.laohu8.com/m/news/2514080803?lang=&edition=full","pubTime":"2025-02-25 10:45","market":"hk","language":"zh","title":"【猎户星空机器人正式接入DeepSeek】据猎豹移动消息,2月24日,猎户星空机器人正式接入DeepSeek,语音交互能力迎来提升。豹小秘、豹小秘2、豹小秘mini、豹小秘Plus及招财豹机型即日起免费开放升级,未来将逐步拓展至更多机型及应用场景。据介绍,猎户星空即将推出类人机器人操作系统——AgentOS。","url":"https://stock-news.laohu8.com/highlight/detail?id=2514080803","media":"金融界","summary":"据猎豹移动消息,2月24日,猎户星空机器人正式接入DeepSeek,语音交互能力迎来提升。豹小秘、豹小秘2、豹小秘mini、豹小秘Plus及招财豹机型即日起免费开放升级,未来将逐步拓展至更多机型及应用场景。据介绍,猎户星空即将推出类人机器人操作系统——AgentOS。","content":"<html><body><div>据<a href=\"https://laohu8.com/S/CMCM\">猎豹移动</a>消息,2月24日,猎户星空<span>机器人</span>正式接入DeepSeek,语音交互能力迎来提升。豹小秘、豹小秘2、豹小秘mini、豹小秘Plus及招财豹机型即日起免费开放升级,未来将逐步拓展至更多机型及应用场景。据介绍,猎户星空即将推出类人机器人操作系统——AgentOS。</div></body></html>","source":"jinrongjie_stock","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>【猎户星空机器人正式接入DeepSeek】据猎豹移动消息,2月24日,猎户星空机器人正式接入DeepSeek,语音交互能力迎来提升。豹小秘、豹小秘2、豹小秘mini、豹小秘Plus及招财豹机型即日起免费开放升级,未来将逐步拓展至更多机型及应用场景。据介绍,猎户星空即将推出类人机器人操作系统——AgentOS。</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{ 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href=https://24h.jrj.com.cn/2025/02/25104548363028.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据猎豹移动消息,2月24日,猎户星空机器人正式接入DeepSeek,语音交互能力迎来提升。豹小秘、豹小秘2、豹小秘mini、豹小秘Plus及招财豹机型即日起免费开放升级,未来将逐步拓展至更多机型及应用场景。据介绍,猎户星空即将推出类人机器人操作系统——AgentOS。</p>\n\n<a href=\"https://24h.jrj.com.cn/2025/02/25104548363028.shtml\">Web 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