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金先生007
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金先生007
金先生007
·
01-16 22:56
$超微电脑(SMCI)$
怎么又突然疯了
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金先生007
金先生007
·
01-16
$SanDisk Corp(SNDK)$
这是真吊啊
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119
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1
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金先生007
金先生007
·
01-13
$超微电脑(SMCI)$
好股
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107
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1
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金先生007
金先生007
·
01-09
$英特尔(INTC)$
牛逼
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192
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2
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金先生007
金先生007
·
01-08
$Faraday Future Intelligent Electric Inc(FFAI)$
真是热点是什么就蹭什么啊[笑哭]
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259
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1
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金先生007
金先生007
·
2025-12-24
$英特尔(INTC)$
what's wrong
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874
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2
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2
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金先生007
金先生007
·
2025-12-13
$英伟达(NVDA)$
看来AI泡沫 正在破
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957
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1
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1
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金先生007
金先生007
·
2025-11-28
$英特尔(INTC)$
啥时候这么出息了
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563
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1
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金先生007
金先生007
·
2025-11-24
$Faraday Future Intelligent Electric Inc(FFAI)$
[开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心]
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551
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5
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金先生007
金先生007
·
2025-11-18
英特尔要崛起了？
马斯克嫌三星台积电太慢，拟为特斯拉自建芯片工厂
11月17日，埃隆马斯克计划为$特斯拉$构建自主芯片供应体系，并直言$三星$与$台积电$等现有供应商进展“过于缓慢”。这已是马斯克第三次公开提及自建芯片工厂以满足特斯拉需求，但此次他首次系统性剖析了当前供应链的现实瓶颈：为达到特斯拉所需产能，台积电与三星等厂商已规划了为期五年的扩产时间表。为了实现这一目标，马斯克提议建立自己的芯片工厂。
马斯克嫌三星台积电太慢，拟为特斯拉自建芯片工厂
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这是真吊啊","text":"$SanDisk Corp(SNDK)$ 这是真吊啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522408846270680","isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521318663873512,"gmtCreate":1768314976923,"gmtModify":1768314978581,"author":{"id":"3547636263291151","authorId":"3547636263291151","name":"金先生007","avatar":"https://static.tigerbbs.com/5111fb5535817718d35cb5b8a4eb93e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547636263291151","authorIdStr":"3547636263291151"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a> 好股","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$ </a> 好股","text":"$超微电脑(SMCI)$ 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牛逼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519983064806672","isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519646256562488,"gmtCreate":1767839506754,"gmtModify":1767839508618,"author":{"id":"3547636263291151","authorId":"3547636263291151","name":"金先生007","avatar":"https://static.tigerbbs.com/5111fb5535817718d35cb5b8a4eb93e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547636263291151","authorIdStr":"3547636263291151"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$</a> 真是热点是什么就蹭什么啊[笑哭] ","listText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$</a> 真是热点是什么就蹭什么啊[笑哭] ","text":"$Faraday Future Intelligent Electric Inc(FFAI)$ 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wrong","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/514235194991504","isVote":1,"tweetType":1,"viewCount":874,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4191582650727082","authorId":"4191582650727082","name":"爱鼠比","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"idStr":"4191582650727082","authorIdStr":"4191582650727082"},"content":"哦豁，昨天才进来，今天就拉坨大的","text":"哦豁，昨天才进来，今天就拉坨大的","html":"哦豁，昨天才进来，今天就拉坨大的"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":510275077551256,"gmtCreate":1765591818520,"gmtModify":1765591822711,"author":{"id":"3547636263291151","authorId":"3547636263291151","name":"金先生007","avatar":"https://static.tigerbbs.com/5111fb5535817718d35cb5b8a4eb93e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547636263291151","authorIdStr":"3547636263291151"},"themes":[],"title":"","htmlText":"<a 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啥时候这么出息了","text":"$英特尔(INTC)$ 啥时候这么出息了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/505127434944624","isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":503535830962928,"gmtCreate":1763962199658,"gmtModify":1763962400774,"author":{"id":"3547636263291151","authorId":"3547636263291151","name":"金先生007","avatar":"https://static.tigerbbs.com/5111fb5535817718d35cb5b8a4eb93e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547636263291151","authorIdStr":"3547636263291151"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$</a> [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] ","listText":"<a href=\"https://laohu8.com/S/FFAI\">$Faraday Future Intelligent Electric Inc(FFAI)$</a> [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心] ","text":"$Faraday Future Intelligent Electric Inc(FFAI)$ [开心] [开心] [开心] [开心] [开心] [开心] [开心] [开心]","images":[{"img":"https://static.tigerbbs.com/bea4729852ab9921c8f98dd74886835b","width":"1206","height":"307"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/503535830962928","isVote":1,"tweetType":1,"viewCount":551,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":501222833225952,"gmtCreate":1763398404797,"gmtModify":1763398407122,"author":{"id":"3547636263291151","authorId":"3547636263291151","name":"金先生007","avatar":"https://static.tigerbbs.com/5111fb5535817718d35cb5b8a4eb93e2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3547636263291151","authorIdStr":"3547636263291151"},"themes":[],"title":"","htmlText":"英特尔要崛起了？","listText":"英特尔要崛起了？","text":"英特尔要崛起了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/501222833225952","repostId":"1138164364","repostType":2,"repost":{"id":"1138164364","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":1763389408,"share":"https://www.laohu8.com/m/news/1138164364?lang=zh_CN&edition=full","pubTime":"2025-11-17 22:23","market":"us","language":"zh","title":"马斯克嫌三星台积电太慢，拟为特斯拉自建芯片工厂","url":"https://stock-news.laohu8.com/highlight/detail?id=1138164364","media":"老虎资讯综合","summary":"11月17日，埃隆马斯克计划为$特斯拉$构建自主芯片供应体系，并直言$三星$与$台积电$等现有供应商进展“过于缓慢”。这已是马斯克第三次公开提及自建芯片工厂以满足特斯拉需求，但此次他首次系统性剖析了当前供应链的现实瓶颈：为达到特斯拉所需产能，台积电与三星等厂商已规划了为期五年的扩产时间表。为了实现这一目标，马斯克提议建立自己的芯片工厂。","content":"<html><head></head><body><p>11月17日，埃隆・马斯克计划为<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>构建自主芯片供应体系，并直言<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>与<a href=\"https://laohu8.com/S/TSM\">台积电</a>等现有供应商进展“过于缓慢”。 作为一位习惯于设定看似“不可能完成”目标的企业家，这位亿万富翁如今将目光投向重塑芯片供应链，旨在为特斯拉赢得显著竞争优势。</p><p>在与巴伦资本（Baron Capital）的一场对话中，特斯拉首席执行官马斯克表示，公司预计未来芯片需求将呈爆炸式增长，主要源于其 FSD 技术将加速普及。他估算，特斯拉每年所需的人工智能（AI）芯片数量将达到惊人的“1 亿至 2000 亿颗”，并直指台积电与三星等代工厂商根本无法满足如此庞大的需求。 </p><p>马斯克称：“当前的生产速度显然不够快。当我询问他们新建一座晶圆厂从奠基到投产需要多久时，对方答复称需五年时间。而在我看来，五年无异于遥遥无期。” 这已是马斯克第三次公开提及自建芯片工厂以满足特斯拉需求，但此次他首次系统性剖析了当前供应链的现实瓶颈：为达到特斯拉所需产能，台积电与三星等厂商已规划了为期五年的扩产时间表。然而，在马斯克看来，这是一段“无限长”的等待时间，他期望在短短一至两年内完成任务。为了实现这一目标，马斯克提议建立自己的芯片工厂。</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>马斯克嫌三星台积电太慢，拟为特斯拉自建芯片工厂</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马斯克嫌三星台积电太慢，拟为特斯拉自建芯片工厂\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\">2025-11-17 22:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月17日，埃隆・马斯克计划为<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>构建自主芯片供应体系，并直言<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>与<a href=\"https://laohu8.com/S/TSM\">台积电</a>等现有供应商进展“过于缓慢”。 作为一位习惯于设定看似“不可能完成”目标的企业家，这位亿万富翁如今将目光投向重塑芯片供应链，旨在为特斯拉赢得显著竞争优势。</p><p>在与巴伦资本（Baron Capital）的一场对话中，特斯拉首席执行官马斯克表示，公司预计未来芯片需求将呈爆炸式增长，主要源于其 FSD 技术将加速普及。他估算，特斯拉每年所需的人工智能（AI）芯片数量将达到惊人的“1 亿至 2000 亿颗”，并直指台积电与三星等代工厂商根本无法满足如此庞大的需求。 </p><p>马斯克称：“当前的生产速度显然不够快。当我询问他们新建一座晶圆厂从奠基到投产需要多久时，对方答复称需五年时间。而在我看来，五年无异于遥遥无期。” 这已是马斯克第三次公开提及自建芯片工厂以满足特斯拉需求，但此次他首次系统性剖析了当前供应链的现实瓶颈：为达到特斯拉所需产能，台积电与三星等厂商已规划了为期五年的扩产时间表。然而，在马斯克看来，这是一段“无限长”的等待时间，他期望在短短一至两年内完成任务。为了实现这一目标，马斯克提议建立自己的芯片工厂。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fb3952e78c4c7330e4960d16950edf07","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1138164364","content_text":"11月17日，埃隆・马斯克计划为特斯拉构建自主芯片供应体系，并直言三星与台积电等现有供应商进展“过于缓慢”。 作为一位习惯于设定看似“不可能完成”目标的企业家，这位亿万富翁如今将目光投向重塑芯片供应链，旨在为特斯拉赢得显著竞争优势。在与巴伦资本（Baron Capital）的一场对话中，特斯拉首席执行官马斯克表示，公司预计未来芯片需求将呈爆炸式增长，主要源于其 FSD 技术将加速普及。他估算，特斯拉每年所需的人工智能（AI）芯片数量将达到惊人的“1 亿至 2000 亿颗”，并直指台积电与三星等代工厂商根本无法满足如此庞大的需求。 马斯克称：“当前的生产速度显然不够快。当我询问他们新建一座晶圆厂从奠基到投产需要多久时，对方答复称需五年时间。而在我看来，五年无异于遥遥无期。” 这已是马斯克第三次公开提及自建芯片工厂以满足特斯拉需求，但此次他首次系统性剖析了当前供应链的现实瓶颈：为达到特斯拉所需产能，台积电与三星等厂商已规划了为期五年的扩产时间表。然而，在马斯克看来，这是一段“无限长”的等待时间，他期望在短短一至两年内完成任务。为了实现这一目标，马斯克提议建立自己的芯片工厂。","news_type":1,"symbols_score_info":{"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}
