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吸金八爪
吸金八爪
·
06-27 11:02
美光是真的膨胀了，敢怼终端大客户了。 哈哈哈。 都是钱在作怪。
美光高管怒怼苹果定价模式：芯片成本涨45美元，终端加价250美元
社交媒体上海外财经投资类网红账号爆出美光科技高管公开吐槽苹果定价模式：十多年来，苹果长期以5美元采购存储芯片，简单封装后，以99美元的存储升级价卖给消费者，还嘲笑美光想把单价涨到7美元。如今芯片采购价
美光高管怒怼苹果定价模式：芯片成本涨45美元，终端加价250美元
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吸金八爪
吸金八爪
·
2025-11-25
人家Google都出了gemini，meta刚刚决定买哪家的芯片。 这个差别有点大啊 如果后续还有更好的模型，meta是不是还要换供应商？！ 不看好小扎
Meta计划斥资数十亿美元购谷歌TPU，谷歌盘后涨超2%，英伟达跌超2%
11月25题，谷歌盘后涨超2%，英伟达跌超2%，此前消息称Meta Platforms据悉正考虑斥资数十亿美元购买谷歌的TPU，包括用于Meta的数据中心建设。
Meta计划斥资数十亿美元购谷歌TPU，谷歌盘后涨超2%，英伟达跌超2%
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吸金八爪
吸金八爪
·
2025-11-12
怎么对小米公司，一直不够信心。
小米发布2025年双11战报，全渠道累计支付金额破290亿元
11月12日，$小米集团-W$涨近4%！小米发布2025年双11战报，截至11月11日23:59:59，全渠道累计支付金额破290亿元。据了解，今年双11，小米号称让利20亿，单品最高立省4000元，活动产品涵盖手机、数码、家电等各种品类。国盛证券近期研报指出，小米手机产品结构的持续优化或对手机毛利率带来正向贡献。但考虑到全球存储芯片市场迎来涨价潮，成本端压力加大，该行预计公司Q3和Q4手机毛利率将维持在11%左右。
小米发布2025年双11战报，全渠道累计支付金额破290亿元
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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\">\nMeta计划斥资数十亿美元购谷歌TPU，谷歌盘后涨超2%，英伟达跌超2%\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\">2025-11-25 07:14</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月25日，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>盘后涨超2%，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌超2%，此前消息称<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>据悉正考虑斥资数十亿美元购买<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>的TPU，包括用于Meta的数据中心建设。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e48e10eb1c058f24f21d12cb349d62f1\" title=\"\" tg-width=\"449\" tg-height=\"125\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5546e6a1e61039ce5b4b53b5027c513d","relate_stocks":{"LU0149725797.USD":"汇丰美国股市经济规模基金","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","BK4567":"ESG概念","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) 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","text":"怎么对小米公司，一直不够信心。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499257181279024","repostId":"1170317422","repostType":2,"repost":{"id":"1170317422","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":1762913981,"share":"https://www.laohu8.com/m/news/1170317422?lang=zh_CN&edition=full","pubTime":"2025-11-12 10:19","market":"hk","language":"zh","title":"小米发布2025年双11战报，全渠道累计支付金额破290亿元","url":"https://stock-news.laohu8.com/highlight/detail?id=1170317422","media":"老虎资讯综合","summary":"11月12日，$小米集团-W$涨近4%！小米发布2025年双11战报，截至11月11日23:59:59，全渠道累计支付金额破290亿元。据了解，今年双11，小米号称让利20亿，单品最高立省4000元，活动产品涵盖手机、数码、家电等各种品类。国盛证券近期研报指出，小米手机产品结构的持续优化或对手机毛利率带来正向贡献。但考虑到全球存储芯片市场迎来涨价潮，成本端压力加大，该行预计公司Q3和Q4手机毛利率将维持在11%左右。","content":"<html><head></head><body><p>11月12日，<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>涨近4%！小米发布2025年双11战报，全渠道累计支付金额破290亿元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a9271164aed9e38bf1b9eeca87a94ba\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>小米发布2025年双11战报，截至11月11日23:59:59，全渠道累计支付金额破290亿元。据了解，今年双11，小米号称让利20亿，单品最高立省4000元，活动产品涵盖手机、数码、家电等各种品类。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5acdf6058f22b1b4e0fe0623a3c0ff\" tg-width=\"690\" tg-height=\"920\"/></p><p style=\"text-align: justify;\">国盛证券近期研报指出，小米手机产品结构的持续优化或对手机毛利率带来正向贡献。但考虑到全球存储芯片市场迎来涨价潮，成本端压力加大，该行预计公司Q3和Q4手机毛利率将维持在11%左右。此外，该行认为，虽然国补降低可能对家电赛道增长造成一定的影响，但凭借产品品质优势与供应链管控能力，小米在IoT领域的综合竞争力有望保持稳健。</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>小米发布2025年双11战报，全渠道累计支付金额破290亿元</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小米发布2025年双11战报，全渠道累计支付金额破290亿元\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\">2025-11-12 10:19</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月12日，<a href=\"https://laohu8.com/S/01810\">小米集团-W</a>涨近4%！小米发布2025年双11战报，全渠道累计支付金额破290亿元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2a9271164aed9e38bf1b9eeca87a94ba\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>小米发布2025年双11战报，截至11月11日23:59:59，全渠道累计支付金额破290亿元。据了解，今年双11，小米号称让利20亿，单品最高立省4000元，活动产品涵盖手机、数码、家电等各种品类。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/df5acdf6058f22b1b4e0fe0623a3c0ff\" tg-width=\"690\" tg-height=\"920\"/></p><p style=\"text-align: justify;\">国盛证券近期研报指出，小米手机产品结构的持续优化或对手机毛利率带来正向贡献。但考虑到全球存储芯片市场迎来涨价潮，成本端压力加大，该行预计公司Q3和Q4手机毛利率将维持在11%左右。此外，该行认为，虽然国补降低可能对家电赛道增长造成一定的影响，但凭借产品品质优势与供应链管控能力，小米在IoT领域的综合竞争力有望保持稳健。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/99b330c7a5fe2b62c4d008bd67f85ddd","relate_stocks":{"81810":"小米集团-WR","HXXD.SI":"Xiaomi HK SDR 2to1","XIACY":"小米集团ADR","01810":"小米集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170317422","content_text":"11月12日，小米集团-W涨近4%！小米发布2025年双11战报，全渠道累计支付金额破290亿元。小米发布2025年双11战报，截至11月11日23:59:59，全渠道累计支付金额破290亿元。据了解，今年双11，小米号称让利20亿，单品最高立省4000元，活动产品涵盖手机、数码、家电等各种品类。国盛证券近期研报指出，小米手机产品结构的持续优化或对手机毛利率带来正向贡献。但考虑到全球存储芯片市场迎来涨价潮，成本端压力加大，该行预计公司Q3和Q4手机毛利率将维持在11%左右。此外，该行认为，虽然国补降低可能对家电赛道增长造成一定的影响，但凭借产品品质优势与供应链管控能力，小米在IoT领域的综合竞争力有望保持稳健。","news_type":1,"symbols_score_info":{"81810":0.6,"XIACY":1,"MIUmain":0.9,"01810":1,"HXXD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":2343,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}