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Fred_6810
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Fred_6810
Fred_6810
·
08-10 19:45
哈哈哈，总算不装啦
英特尔将发行150亿美元普通股
英特尔美股盘前跌超4%，公司将发行150亿美元普通股。
英特尔将发行150亿美元普通股
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Fred_6810
Fred_6810
·
08-10 17:53
$启明医疗-B(02500)$
大股东去吃翔吧。 董事会解散
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Fred_6810
Fred_6810
·
08-04
$爱芯元智(00600)$
骗子公司， 只有资金流出套现！
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Fred_6810
Fred_6810
·
08-02
英特尔就是一个老登股， 讲故事炒股高手！
特朗普政府将6家芯片企业纳入政府持股清单，目前政府参股企业总数已达30家
本周，特朗普政府扩容政府产业投资持仓。6 家半导体企业签署意向书，企业将获得政府资金扶持，作为交换，美国政府取得对应企业少数非控股股权。卡托研究所分析师泰德德黑文统计显示，这批新协议将在未来数月完成最终落地，届时特朗普政府参股企业总数将增至 30 家。特朗普政府彻底调转思路，目前已有 18 家半导体上下游企业达成合作，所有补贴方案均附带政府入股条款。本次 6 家芯片企业对应的政府具体持股比例暂未对外公布。
特朗普政府将6家芯片企业纳入政府持股清单，目前政府参股企业总数已达30家
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Fred_6810
Fred_6810
·
07-30
$英特尔(INTC)$
啥时把26的缺口补上再说吧
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Fred_6810
Fred_6810
·
07-30
故事讲完了吗？
英特尔超大尺寸封装技术取得进展
据科创板日报，日前，英特尔超大尺寸封装技术取得进展，将能够制造出尺寸超过光刻掩模尺寸12倍的超大芯片。在英特尔位于新墨西哥州里奥兰乔的工厂里，其先进封装技术正在扩大“光罩极限”——将封装尺寸扩大到目前
英特尔超大尺寸封装技术取得进展
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Fred_6810
Fred_6810
·
07-30
$爱芯元智(00600)$
大股东吃翔去吧
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Fred_6810
Fred_6810
·
07-30
亏损再次扩大！ 这么简单的事实都眼瞎嘛
异动解读｜英特尔盘后下跌3.03%，代工客户拓展不及预期叠加半导体板块整体承压延续跌势
7月30日，英特尔盘后下跌3.03%，报79.39美元/股，成交额15.15亿美元，延续此前连续多个交易日的回调走势。消息面上，英特尔代工业务客户拓展进度不及预期，算力芯片赛道竞争加剧，下游云端客户优先采购专用AI芯片导致通用处理器需求放缓。板块层面，半导体板块整体承压，美光科技跌3.65%、SK海力士跌2.75%、美国超微公司跌1.24%、台积电跌0.99%，板块性抛压进一步加剧个股回调。
异动解读｜英特尔盘后下跌3.03%，代工客户拓展不及预期叠加半导体板块整体承压延续跌势
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Fred_6810
Fred_6810
·
07-29
$小米集团-W(01810)$
总算回到30
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Fred_6810
Fred_6810
·
07-28
ai沾边，是个猪都会上天的
爱芯元智成立全资子公司“爱芯计算”，升级AI算力战略布局
AI系统芯片（SoC）供应商爱芯元智今日宣布，成立全资子公司“爱芯计算”。此举标志着爱芯元智在AI算力领域的战略布局全面升级，旨在进一步聚焦AI计算核心能力，加速AI推理技术的创新与应用，为AI产业提供更专业、高效的算力解决方案。
爱芯元智成立全资子公司“爱芯计算”，升级AI算力战略布局
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left;\">英特尔美股盘前跌超4%，公司将发行150亿美元普通股。英特尔称，此次发行旨在帮助公司实现增长。英特尔提到在人工智能计算领域前所未有的投资。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24a38fd45ab29b551c373fbf0fa48b17\" data-align=\"center\" tg-width=\"652\" tg-height=\"200\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e58fcd4a67c330616cf11ed02c0ac7c5","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171941634","content_text":"英特尔美股盘前跌超4%，公司将发行150亿美元普通股。英特尔称，此次发行旨在帮助公司实现增长。英特尔提到在人工智能计算领域前所未有的投资。","news_type":1,"symbols_score_info":{"INTW":0.6,"04335":2,"LINT":0.6,"INTC":2,"SINTCmain":2}},"isVote":1,"tweetType":1,"viewCount":7,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":595301978633256,"gmtCreate":1786355619055,"gmtModify":1786355875010,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563140991934227","authorIdStr":"3563140991934227"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02500\">$启明医疗-B(02500)$</a> 大股东去吃翔吧。 董事会解散","listText":"<a href=\"https://laohu8.com/S/02500\">$启明医疗-B(02500)$</a> 大股东去吃翔吧。 董事会解散","text":"$启明医疗-B(02500)$ 大股东去吃翔吧。 董事会解散","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/595301978633256","isVote":1,"tweetType":1,"viewCount":68,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":593020453663232,"gmtCreate":1785807962008,"gmtModify":1785807964209,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563140991934227","authorIdStr":"3563140991934227"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00600\">$爱芯元智(00600)$</a> 骗子公司， 只有资金流出套现！","listText":"<a href=\"https://laohu8.com/S/00600\">$爱芯元智(00600)$</a> 骗子公司， 只有资金流出套现！","text":"$爱芯元智(00600)$ 骗子公司， 只有资金流出套现！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/593020453663232","isVote":1,"tweetType":1,"viewCount":571,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":592314191701360,"gmtCreate":1785636195940,"gmtModify":1785636197784,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563140991934227","authorIdStr":"3563140991934227"},"themes":[],"title":"","htmlText":"英特尔就是一个老登股， 讲故事炒股高手！","listText":"英特尔就是一个老登股， 讲故事炒股高手！","text":"英特尔就是一个老登股， 讲故事炒股高手！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/592314191701360","repostId":"2655362663","repostType":2,"repost":{"id":"2655362663","kind":"news","pubTimestamp":1785507300,"share":"https://www.laohunote.com/m/news/2655362663?lang=zh_CN&edition=full","pubTime":"2026-07-31 22:15","market":"us","language":"zh","title":"特朗普政府将6家芯片企业纳入政府持股清单，目前政府参股企业总数已达30家","url":"https://stock-news.laohu8.com/highlight/detail?id=2655362663","media":"环球市场播报","summary":"本周，特朗普政府扩容政府产业投资持仓。6 家半导体企业签署意向书，企业将获得政府资金扶持，作为交换，美国政府取得对应企业少数非控股股权。卡托研究所分析师泰德德黑文统计显示，这批新协议将在未来数月完成最终落地，届时特朗普政府参股企业总数将增至 30 家。特朗普政府彻底调转思路，目前已有 18 家半导体上下游企业达成合作，所有补贴方案均附带政府入股条款。本次 6 家芯片企业对应的政府具体持股比例暂未对外公布。","content":"<html><head></head><body><p style=\"text-align: left;\">本周，特朗普政府扩容政府产业投资持仓。6 家半导体企业签署意向书，企业将获得政府资金扶持，作为交换，美国政府取得对应企业<strong>少数非控股股权</strong>。</p><p style=\"text-align: left;\">卡托研究所分析师泰德・德黑文统计显示，这批新协议将在未来数月完成最终落地，届时特朗普政府参股企业总数将增至 30 家。</p><p style=\"text-align: left;\">德黑文本周表示：“这份公告最值得关注的一点在于，政府持股正在变得稀松平常。”</p><p style=\"text-align: left;\">本轮投资资金全部来自 2022 年《芯片与科学法案》，补贴总额最高可达 8.74 亿美元，用于企业搭建先进算力与人工智能配套新型基建。本次名单涵盖 6 家半导体公司；另外格芯（GFS）曾在 5 月单独和美国政府达成量子芯片合作协议，如今又拿到第二轮补贴资格。</p><p style=\"text-align: left;\">美国商务部长霍华德・卢特尼克在声明中称：“这批战略性投资将强化美国本土产业能力、创造高薪岗位，保障美国在全球半导体行业保持领跑地位。”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ca85231b397851c5b1880e6acbb87ce6\" data-align=\"center\" tg-width=\"550\" tg-height=\"366\"/><span>2026 年 3 月 31 日，美国华盛顿白宫椭圆办公室，美国总统特朗普签署行政令并发表讲话</span></p><p style=\"text-align: left;\">这份《芯片与科学法案》2022 年获批，由前总统拜登签署生效。拜登政府使用法案资金时仅发放无偿补助，不会换取企业股权抖音百科。</p><p style=\"text-align: left;\">特朗普政府彻底调转思路，目前已有 18 家半导体上下游企业达成合作，所有补贴方案均附带政府入股条款。</p><p style=\"text-align: left;\">芯片只是美国政府多元化产业持股的其中一环，政府投资版图还覆盖量子计算、钢铁、核电、稀土矿产。</p><p style=\"text-align: left;\">今年 5 月，美国政府向多家量子科技企业追加投资（包括为 <a href=\"https://laohu8.com/S/IBM\">IBM</a> 新项目拨款），依旧以获取股权作为资金对价，即便市场质疑量子产业短期商业化落地难度极大。</p><p style=\"text-align: left;\">过去一年，特朗普所有投资动作均把国家安全放在首位，目标兼顾盈利回报与战略产业扶持。当年批准日本制铁收购<a href=\"https://laohu8.com/S/X\">美国钢铁</a>时，美国政府拿到美国钢铁的<strong>黄金股（一票否决特权股）</strong>；同时持有西屋电气核电公司 8% 股权。</p><p style=\"text-align: left;\">所有投资里，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>（INTC）最为瞩目。</p><p style=\"text-align: left;\">去年 8 月这笔投资落地至今，这家美国芯片巨头股价屡创历史新高，美国政府账面浮盈超 700 亿美元，特朗普多次公开高调宣传这笔投资。</p><p style=\"text-align: left;\">特朗普近期在真实社交平台发文：“恭喜全体美国民众，我们完成了一笔极其成功的投资。”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4e9132f89c0a83cc94477ed47aa418e3\" data-align=\"center\" tg-width=\"550\" tg-height=\"366\"/><span>2026 年 6 月 2 日，英特尔 CEO 陈立武在台北电脑展（Computex）发表主题演讲。</span></p><p style=\"text-align: left;\">过去一年，美国陆续入股多家稀土企业，包括永磁材料厂商伏尔坎元素、矿业企业 MP 材料、美国稀土公司。</p><p style=\"text-align: left;\">整体来看，特朗普政府在至少 5 家稀土企业持有 5%~15% 不等股权。</p><p style=\"text-align: left;\">稀土领域的合作模式和本轮半导体补贴逻辑高度一致：政府向风险更高的中小型初创企业发放补助，以此换取股权。</p><p style=\"text-align: left;\">美国商务部半导体创新与投资执行主任比尔・弗劳恩霍费尔表示，本轮补贴旨在让企业获得充足带宽与能效优势，安全、快速落地大规模复杂 AI 算力任务。</p><p style=\"text-align: left;\">若本次意向书全部落地，总计 8.74 亿美元补贴将分配给开普勒、多光束、埃克索匹克、新电子、奥布西迪亚半导体、艾鲁玛六家企业，单家补贴金额区间为 3000 万至 2.45 亿美元。</p><p style=\"text-align: left;\">格芯拿到本轮最高补贴。除去 5 月已敲定的 3.75 亿美元拨款，本次可额外获得最高 3 亿美元政府资金。格芯此前披露，5 月首轮补贴对应美国政府约 1% 股权。</p><p style=\"text-align: left;\">本次 6 家芯片企业对应的政府具体持股比例暂未对外公布。</p></body></html>","source":"sina","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>特朗普政府将6家芯片企业纳入政府持股清单，目前政府参股企业总数已达30家</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特朗普政府将6家芯片企业纳入政府持股清单，目前政府参股企业总数已达30家\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-31 22:15 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2026-07-31/doc-iniktkau9255493.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本周，特朗普政府扩容政府产业投资持仓。6 家半导体企业签署意向书，企业将获得政府资金扶持，作为交换，美国政府取得对应企业少数非控股股权。卡托研究所分析师泰德・德黑文统计显示，这批新协议将在未来数月完成最终落地，届时特朗普政府参股企业总数将增至 30 家。德黑文本周表示：“这份公告最值得关注的一点在于，政府持股正在变得稀松平常。”本轮投资资金全部来自 2022 年《芯片与科学法案》，补贴总额最高可达...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-07-31/doc-iniktkau9255493.shtml\">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/ca85231b397851c5b1880e6acbb87ce6","relate_stocks":{"LU0149725797.USD":"汇丰美国股市经济规模基金","IE000BZT7R73.USD":"RQI GLOBAL \"I\" (USD) ACC","AIS":"VistaShares Artificial Intelligence Supercycle ETF","FTXL":"First Trust Nasdaq Semiconductor ETF","BK4512":"苹果概念","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","INTW":"2倍做多INTC ETF-GraniteShares","BK4527":"明星科技股","LU2357627491.SGD":"TRP GLOBAL VALUE EQUITY \"AH\" (SGDHDG) ACC","IE000MB6IJN5.SGD":"RQI GLOBAL \"I\" (SGD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","QQQA":"ProShares Nasdaq-100 Dorsey Wright Momentum ETF","BK4585":"ETF&股票定投概念","INTC":"英特尔","LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","CHPS":"XTRACKERS SEMICONDUCTOR SELECT EQUITY 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GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU0859254822.USD":"T ROWE PRICE GLOBAL VALUE EQUITY \"A\" (USD) ACC"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-07-31/doc-iniktkau9255493.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2655362663","content_text":"本周，特朗普政府扩容政府产业投资持仓。6 家半导体企业签署意向书，企业将获得政府资金扶持，作为交换，美国政府取得对应企业少数非控股股权。卡托研究所分析师泰德・德黑文统计显示，这批新协议将在未来数月完成最终落地，届时特朗普政府参股企业总数将增至 30 家。德黑文本周表示：“这份公告最值得关注的一点在于，政府持股正在变得稀松平常。”本轮投资资金全部来自 2022 年《芯片与科学法案》，补贴总额最高可达 8.74 亿美元，用于企业搭建先进算力与人工智能配套新型基建。本次名单涵盖 6 家半导体公司；另外格芯（GFS）曾在 5 月单独和美国政府达成量子芯片合作协议，如今又拿到第二轮补贴资格。美国商务部长霍华德・卢特尼克在声明中称：“这批战略性投资将强化美国本土产业能力、创造高薪岗位，保障美国在全球半导体行业保持领跑地位。”2026 年 3 月 31 日，美国华盛顿白宫椭圆办公室，美国总统特朗普签署行政令并发表讲话这份《芯片与科学法案》2022 年获批，由前总统拜登签署生效。拜登政府使用法案资金时仅发放无偿补助，不会换取企业股权抖音百科。特朗普政府彻底调转思路，目前已有 18 家半导体上下游企业达成合作，所有补贴方案均附带政府入股条款。芯片只是美国政府多元化产业持股的其中一环，政府投资版图还覆盖量子计算、钢铁、核电、稀土矿产。今年 5 月，美国政府向多家量子科技企业追加投资（包括为 IBM 新项目拨款），依旧以获取股权作为资金对价，即便市场质疑量子产业短期商业化落地难度极大。过去一年，特朗普所有投资动作均把国家安全放在首位，目标兼顾盈利回报与战略产业扶持。当年批准日本制铁收购美国钢铁时，美国政府拿到美国钢铁的黄金股（一票否决特权股）；同时持有西屋电气核电公司 8% 股权。所有投资里，英特尔（INTC）最为瞩目。去年 8 月这笔投资落地至今，这家美国芯片巨头股价屡创历史新高，美国政府账面浮盈超 700 亿美元，特朗普多次公开高调宣传这笔投资。特朗普近期在真实社交平台发文：“恭喜全体美国民众，我们完成了一笔极其成功的投资。”2026 年 6 月 2 日，英特尔 CEO 陈立武在台北电脑展（Computex）发表主题演讲。过去一年，美国陆续入股多家稀土企业，包括永磁材料厂商伏尔坎元素、矿业企业 MP 材料、美国稀土公司。整体来看，特朗普政府在至少 5 家稀土企业持有 5%~15% 不等股权。稀土领域的合作模式和本轮半导体补贴逻辑高度一致：政府向风险更高的中小型初创企业发放补助，以此换取股权。美国商务部半导体创新与投资执行主任比尔・弗劳恩霍费尔表示，本轮补贴旨在让企业获得充足带宽与能效优势，安全、快速落地大规模复杂 AI 算力任务。若本次意向书全部落地，总计 8.74 亿美元补贴将分配给开普勒、多光束、埃克索匹克、新电子、奥布西迪亚半导体、艾鲁玛六家企业，单家补贴金额区间为 3000 万至 2.45 亿美元。格芯拿到本轮最高补贴。除去 5 月已敲定的 3.75 亿美元拨款，本次可额外获得最高 3 亿美元政府资金。格芯此前披露，5 月首轮补贴对应美国政府约 1% 股权。本次 6 家芯片企业对应的政府具体持股比例暂未对外公布。","news_type":1,"symbols_score_info":{"SOXX":0.6,"AIS":0.6,"DRIV":0.6,"FTXL":0.6,"LINT":0.6,"GFS":1.88,"SOX":1.82,"QQQA":0.6,"INTC":1.85,"INTW":0.6,"TTEQ":0.6,"04335":1.85,"AIQ":0.6,"LEGR":0.6,"CHPS":0.6,"XNTK":0.6}},"isVote":1,"tweetType":1,"viewCount":215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":591548852633704,"gmtCreate":1785388409345,"gmtModify":1785388411452,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563140991934227","authorIdStr":"3563140991934227"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 啥时把26的缺口补上再说吧","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 啥时把26的缺口补上再说吧","text":"$英特尔(INTC)$ 啥时把26的缺口补上再说吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/591548852633704","isVote":1,"tweetType":1,"viewCount":1177,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088939763411860","authorId":"4088939763411860","name":"money2022","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4088939763411860","authorIdStr":"4088939763411860"},"content":"可不可以不要张嘴就来[笑哭] ","text":"可不可以不要张嘴就来[笑哭] ","html":"可不可以不要张嘴就来[笑哭] "}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":591357770592496,"gmtCreate":1785378424438,"gmtModify":1785378426213,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563140991934227","authorIdStr":"3563140991934227"},"themes":[],"title":"","htmlText":"故事讲完了吗？ ","listText":"故事讲完了吗？ ","text":"故事讲完了吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/591357770592496","repostId":"2655845955","repostType":2,"repost":{"id":"2655845955","kind":"live","pubTimestamp":1785373628,"share":"https://www.laohunote.com/m/news/2655845955?lang=zh_CN&edition=full","pubTime":"2026-07-30 09:07","market":"us","language":"zh","title":"英特尔超大尺寸封装技术取得进展","url":"https://stock-news.laohu8.com/highlight/detail?id=2655845955","media":"格隆汇","summary":"据科创板日报，日前，英特尔超大尺寸封装技术取得进展，将能够制造出尺寸超过光刻掩模尺寸12倍的超大芯片。在英特尔位于新墨西哥州里奥兰乔的工厂里，其先进封装技术正在扩大“光罩极限”——将封装尺寸扩大到目前","content":"<html><body>据科创板日报，日前，英特尔超大尺寸封装技术取得进展，将能够制造出尺寸超过光刻掩模尺寸12倍的超大芯片。在英特尔位于新墨西哥州里奥兰乔的工厂里，其先进封装技术正在扩大“光罩极限”——将封装尺寸扩大到目前行业标准的8倍，到2028年将扩大到12倍以上。这些超大芯片封装尺寸为240毫米x240毫米，光罩尺寸达到24倍，比目前除面板级封装之外的任何封装都要大。随着英特尔不断加速推进其先进封装解决方案，该公司将继续推动封装尺寸超过7倍光罩尺寸，近期路线图将扩展到12倍光罩尺寸以上，而面板级封装将使尺寸超过50倍光罩尺寸。</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>英特尔超大尺寸封装技术取得进展</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英特尔超大尺寸封装技术取得进展\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-30 09:07 北京时间 <a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据科创板日报，日前，英特尔超大尺寸封装技术取得进展，将能够制造出尺寸超过光刻掩模尺寸12倍的超大芯片。在英特尔位于新墨西哥州里奥兰乔的工厂里，其先进封装技术正在扩大“光罩极限”——将封装尺寸扩大到目前行业标准的8倍，到2028年将扩大到12倍以上。这些超大芯片封装尺寸为240毫米x240毫米，光罩尺寸达到24倍，比目前除面板级封装之外的任何封装都要大。随着英特尔不断加速推进其先进封装解决方案，该...</p>\n\n<a 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ETF"},"source_url":"https://www.gelonghui.com/rss/live/live.xml","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2655845955","content_text":"据科创板日报，日前，英特尔超大尺寸封装技术取得进展，将能够制造出尺寸超过光刻掩模尺寸12倍的超大芯片。在英特尔位于新墨西哥州里奥兰乔的工厂里，其先进封装技术正在扩大“光罩极限”——将封装尺寸扩大到目前行业标准的8倍，到2028年将扩大到12倍以上。这些超大芯片封装尺寸为240毫米x240毫米，光罩尺寸达到24倍，比目前除面板级封装之外的任何封装都要大。随着英特尔不断加速推进其先进封装解决方案，该公司将继续推动封装尺寸超过7倍光罩尺寸，近期路线图将扩展到12倍光罩尺寸以上，而面板级封装将使尺寸超过50倍光罩尺寸。","news_type":1,"symbols_score_info":{"04335":1.98,"TTEQ":0.6,"INTW":0.6,"AIQ":0.6,"CHPS":0.6,"SOXX":0.6,"DRIV":0.6,"INTC":1.98,"XNTK":0.6,"LINT":0.6,"QQQA":0.6,"FTXL":0.6,"AIS":0.6,"LEGR":0.6}},"isVote":1,"tweetType":1,"viewCount":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":591367590847144,"gmtCreate":1785378352521,"gmtModify":1785379134626,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563140991934227","authorIdStr":"3563140991934227"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00600\">$爱芯元智(00600)$</a> 大股东吃翔去吧","listText":"<a href=\"https://laohu8.com/S/00600\">$爱芯元智(00600)$</a> 大股东吃翔去吧","text":"$爱芯元智(00600)$ 大股东吃翔去吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/591367590847144","isVote":1,"tweetType":1,"viewCount":450,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":591434637275464,"gmtCreate":1785366796091,"gmtModify":1785372996700,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563140991934227","authorIdStr":"3563140991934227"},"themes":[],"title":"","htmlText":"亏损再次扩大！ 这么简单的事实都眼瞎嘛","listText":"亏损再次扩大！ 这么简单的事实都眼瞎嘛","text":"亏损再次扩大！ 这么简单的事实都眼瞎嘛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/591434637275464","repostId":"1120138831","repostType":2,"repost":{"id":"1120138831","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":1785359325,"share":"https://www.laohunote.com/m/news/1120138831?lang=zh_CN&edition=full","pubTime":"2026-07-30 05:08","market":"hk","language":"zh","title":"异动解读｜英特尔盘后下跌3.03%，代工客户拓展不及预期叠加半导体板块整体承压延续跌势","url":"https://stock-news.laohu8.com/highlight/detail?id=1120138831","media":"行情直击","summary":"7月30日，英特尔盘后下跌3.03%，报79.39美元/股，成交额15.15亿美元，延续此前连续多个交易日的回调走势。消息面上，英特尔代工业务客户拓展进度不及预期，算力芯片赛道竞争加剧，下游云端客户优先采购专用AI芯片导致通用处理器需求放缓。板块层面，半导体板块整体承压，美光科技跌3.65%、SK海力士跌2.75%、美国超微公司跌1.24%、台积电跌0.99%，板块性抛压进一步加剧个股回调。","content":"<p><p>7月30日，英特尔盘后下跌3.03%，报79.39美元/股，成交额15.15亿美元，延续此前连续多个交易日的回调走势。</p><p>消息面上，英特尔代工业务客户拓展进度不及预期，算力芯片赛道竞争加剧，下游云端客户优先采购专用AI芯片导致通用处理器需求放缓。同时，公司将全年资本支出从150亿美元大幅上调至200亿美元，调整后自由现金流仍为负值，Cantor Fitzgerald下调目标价至125美元，韦德布什维持中性评级，高资本开支持续压制估值空间。板块层面，半导体板块整体承压，美光科技跌3.65%、SK海力士跌2.75%、美国超微公司跌1.24%、台积电跌0.99%，板块性抛压进一步加剧个股回调。</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>","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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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\">2026-07-30 05:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>7月30日，英特尔盘后下跌3.03%，报79.39美元/股，成交额15.15亿美元，延续此前连续多个交易日的回调走势。</p><p>消息面上，英特尔代工业务客户拓展进度不及预期，算力芯片赛道竞争加剧，下游云端客户优先采购专用AI芯片导致通用处理器需求放缓。同时，公司将全年资本支出从150亿美元大幅上调至200亿美元，调整后自由现金流仍为负值，Cantor Fitzgerald下调目标价至125美元，韦德布什维持中性评级，高资本开支持续压制估值空间。板块层面，半导体板块整体承压，美光科技跌3.65%、SK海力士跌2.75%、美国超微公司跌1.24%、台积电跌0.99%，板块性抛压进一步加剧个股回调。</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":{"INTC":"英特尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120138831","content_text":"7月30日，英特尔盘后下跌3.03%，报79.39美元/股，成交额15.15亿美元，延续此前连续多个交易日的回调走势。消息面上，英特尔代工业务客户拓展进度不及预期，算力芯片赛道竞争加剧，下游云端客户优先采购专用AI芯片导致通用处理器需求放缓。同时，公司将全年资本支出从150亿美元大幅上调至200亿美元，调整后自由现金流仍为负值，Cantor Fitzgerald下调目标价至125美元，韦德布什维持中性评级，高资本开支持续压制估值空间。板块层面，半导体板块整体承压，美光科技跌3.65%、SK海力士跌2.75%、美国超微公司跌1.24%、台积电跌0.99%，板块性抛压进一步加剧个股回调。（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":{"INTC":1}},"isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":591048768795584,"gmtCreate":1785300546694,"gmtModify":1785300548966,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563140991934227","authorIdStr":"3563140991934227"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 总算回到30","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 总算回到30","text":"$小米集团-W(01810)$ 总算回到30","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/591048768795584","isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":590656334210008,"gmtCreate":1785204744724,"gmtModify":1785207220105,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563140991934227","authorIdStr":"3563140991934227"},"themes":[],"title":"","htmlText":"ai沾边，是个猪都会上天的","listText":"ai沾边，是个猪都会上天的","text":"ai沾边，是个猪都会上天的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/590656334210008","repostId":"2653844740","repostType":2,"repost":{"id":"2653844740","kind":"highlight","pubTimestamp":1784895082,"share":"https://www.laohunote.com/m/news/2653844740?lang=zh_CN&edition=full","pubTime":"2026-07-24 20:11","market":"sh","language":"zh","title":"爱芯元智成立全资子公司“爱芯计算”，升级AI算力战略布局","url":"https://stock-news.laohu8.com/highlight/detail?id=2653844740","media":"雷递网","summary":"AI系统芯片（SoC）供应商爱芯元智今日宣布，成立全资子公司“爱芯计算”。此举标志着爱芯元智在AI算力领域的战略布局全面升级，旨在进一步聚焦AI计算核心能力，加速AI推理技术的创新与应用，为AI产业提供更专业、高效的算力解决方案。","content":"<html><body><p><img src=\"https://static.tigerbbs.com/071655b3feeb464b9c1765281b18c099\" title=\"1.jpeg\"/></p><p><span>雷递网 乐天 7月24日</span></p><p>AI系统芯片（SoC）供应商<a href=\"https://laohu8.com/S/00600\">爱芯元智</a>今日宣布，成立全资子公司“爱芯计算”。此举标志着爱芯元智在AI算力领域的战略布局全面升级，旨在进一步聚焦AI计算核心能力，加速AI推理技术的创新与应用，为AI产业提供更专业、高效的算力解决方案。</p><p>随着人工智能技术和应用的飞速发展，AI推理已成为驱动各行各业智能化转型的核心引擎。</p><p>爱芯元智称，公司深刻洞察到市场对安全可靠、高智价比AI推理算力的迫切需求。成立“爱芯计算”正是爱芯元智顺应这一趋势，从“AI芯片供应商”向“AI计算平台赋能者”战略跃迁的关键一步。</p><p>爱芯计算将承接并深化母公司自研“爱芯通元”混合精度NPU的深厚技术积累，凭借超高的计算效率与极低的物理功耗，在端侧及边缘侧推理上构建核心技术代差。其底层算子指令化架构设计，确保系统具备极高的易用性与完备的算子支持度，实现主流模型在边端侧“极速转换与一键跑通”。</p><p>爱芯计算称，将核心聚焦提供领先的AI推理解决方案，通过算力卡等标准化参考方案的完整交付，赋能具身智能、智慧办公、智慧零售、智慧教育、智慧工业等多元物理AI应用场景，助力客户快速实现商业闭环。</p><p>在本届刚刚收官的 WAIC 2026 世界人工智能大会现场，爱芯元曦系列 AI 推理卡、推理服务器，搭配具身智能大小脑整体方案及配套软件适配体系悉数对外亮相，验证了公司从自研芯片硬件到上层行业场景交付的全链路算力闭环实力。依托本次 WAIC 展出的成熟产品<a href=\"https://laohu8.com/S/301365\">矩阵</a>与技术落地经验，爱芯计算称，将为各类物理 AI 实用场景，持续输出高智价比的 AI 算力产品与一体化解决方案。</p><p>爱芯元智创始人、董事长仇肖莘博士表示：“成立爱芯计算，是我们面向未来AI时代做出的重要战略决策。它是爱芯元智技术实力的自然延伸，更是我们对AI产业发展趋势的积极响应。爱芯计算将继续以‘普惠 AI，造就美好生活’为企业使命，专注于AI算力的核心突破，通过持续创新，为客户提供极致的AI推理性能和智价比，共同构建一个智能无处不在的物理 AI世界。”</p><p>——————————————</p><p>雷递由媒体人雷建平创办，若转载请写明来源。</p></body></html>","source":"leinews_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>爱芯元智成立全资子公司“爱芯计算”，升级AI算力战略布局</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 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class=\"title\">\n爱芯元智成立全资子公司“爱芯计算”，升级AI算力战略布局\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-24 20:11 北京时间 <a href=https://www.leinews.com/n34466/detail.html><strong>雷递网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>雷递网 乐天 7月24日AI系统芯片（SoC）供应商爱芯元智今日宣布，成立全资子公司“爱芯计算”。此举标志着爱芯元智在AI算力领域的战略布局全面升级，旨在进一步聚焦AI计算核心能力，加速AI推理技术的创新与应用，为AI产业提供更专业、高效的算力解决方案。随着人工智能技术和应用的飞速发展，AI推理已成为驱动各行各业智能化转型的核心引擎。爱芯元智称，公司深刻洞察到市场对安全可靠、高智价比AI推理算力的...</p>\n\n<a href=\"https://www.leinews.com/n34466/detail.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://leidinews-1256465536.cos.ap-chengdu.myqcloud.com/u_News/20260724/6392052067938645862327625.jpeg","relate_stocks":{"WDAI":"Pacer S&P World 3AI Top 300 ETF","BK1216":"多样化房地产活动","AIO":"Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund","BK1163":"半导体产品","WISE":"THEMES GENERATIVE ARTIFICIAL INTELLIGENCE ETF","00600":"爱芯元智"},"source_url":"https://www.leinews.com/n34466/detail.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2653844740","content_text":"雷递网 乐天 7月24日AI系统芯片（SoC）供应商爱芯元智今日宣布，成立全资子公司“爱芯计算”。此举标志着爱芯元智在AI算力领域的战略布局全面升级，旨在进一步聚焦AI计算核心能力，加速AI推理技术的创新与应用，为AI产业提供更专业、高效的算力解决方案。随着人工智能技术和应用的飞速发展，AI推理已成为驱动各行各业智能化转型的核心引擎。爱芯元智称，公司深刻洞察到市场对安全可靠、高智价比AI推理算力的迫切需求。成立“爱芯计算”正是爱芯元智顺应这一趋势，从“AI芯片供应商”向“AI计算平台赋能者”战略跃迁的关键一步。爱芯计算将承接并深化母公司自研“爱芯通元”混合精度NPU的深厚技术积累，凭借超高的计算效率与极低的物理功耗，在端侧及边缘侧推理上构建核心技术代差。其底层算子指令化架构设计，确保系统具备极高的易用性与完备的算子支持度，实现主流模型在边端侧“极速转换与一键跑通”。爱芯计算称，将核心聚焦提供领先的AI推理解决方案，通过算力卡等标准化参考方案的完整交付，赋能具身智能、智慧办公、智慧零售、智慧教育、智慧工业等多元物理AI应用场景，助力客户快速实现商业闭环。在本届刚刚收官的 WAIC 2026 世界人工智能大会现场，爱芯元曦系列 AI 推理卡、推理服务器，搭配具身智能大小脑整体方案及配套软件适配体系悉数对外亮相，验证了公司从自研芯片硬件到上层行业场景交付的全链路算力闭环实力。依托本次 WAIC 展出的成熟产品矩阵与技术落地经验，爱芯计算称，将为各类物理 AI 实用场景，持续输出高智价比的 AI 算力产品与一体化解决方案。爱芯元智创始人、董事长仇肖莘博士表示：“成立爱芯计算，是我们面向未来AI时代做出的重要战略决策。它是爱芯元智技术实力的自然延伸，更是我们对AI产业发展趋势的积极响应。爱芯计算将继续以‘普惠 AI，造就美好生活’为企业使命，专注于AI算力的核心突破，通过持续创新，为客户提供极致的AI推理性能和智价比，共同构建一个智能无处不在的物理 AI世界。”——————————————雷递由媒体人雷建平创办，若转载请写明来源。","news_type":1,"symbols_score_info":{"00600":1.5,"WDAI":1.5,"AIO":1.5,"WISE":1.5}},"isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}