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takahashi
takahashi
·
11-05
发财报的时候大盘跌,就是坏
特朗普呼吁结束政府停摆,称美股屡创新高仅是开端
特朗普表示过去9个月股市已屡创新高
特朗普呼吁结束政府停摆,称美股屡创新高仅是开端
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编组 21备份 2
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takahashi
takahashi
·
10-30
森特上,同意的举手
贝森特:可能在圣诞节前选出美联储主席候选人,不喜欢本次降息的措辞
美国财长贝森特:美联储主席第二轮面试即将开始,可以想象在圣诞节前选出美联储主席候选人。赞赏美联储降息25个基点,但不喜欢其措辞。
贝森特:可能在圣诞节前选出美联储主席候选人,不喜欢本次降息的措辞
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takahashi
takahashi
·
09-17
跑得过人家的核显不?
英伟达迎来对手:龙芯推出首款GPGPU,替代NVIDIA、AMD
目前在整个GPU市场,是三家厂商的天下,分别是intel、AMD、NVIDIA。目前随着AI大发展,GPGPU更为火爆,不过这一块,则是NVIDIA的天下,没有谁是它的对手,NVIDIA拿下了全球90%以上的市场份额。但因为英伟达是美国企业,同时又不能将先进的GPGPU卖给中国市场,所以中国企业一直在努力突破,想要替代NVIDIA,实现自给,避免补卡脖子。
英伟达迎来对手:龙芯推出首款GPGPU,替代NVIDIA、AMD
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takahashi
takahashi
·
09-11
不早就合作了么
人工智能药物开发商Absci(ABSI.US)盘初一度涨超21%最高触及2.89美元。消息面上Absci宣布与甲骨文和A
人工智能药物开发商Absci(ABSI.US)盘初一度涨超21%最高触及2.89美元。消息面上Absci宣布与甲骨文和AMD合作加速生成式人工智能驱动的药物发现进程。
人工智能药物开发商Absci(ABSI.US)盘初一度涨超21%最高触及2.89美元。消息面上Absci宣布与甲骨文和A
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takahashi
takahashi
·
09-06
$美国超微公司(AMD)$
你的人格呢,哪去了?
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takahashi
takahashi
·
09-03
$Nauticus Robotics, Inc.(KITT)$
这接吧美股玩个der
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takahashi
takahashi
·
08-29
这是要继续打团子?
阿里巴巴:淘宝闪购在8月前三周带动淘宝app月活同比增长25%
阿里巴巴公告,于4月底在淘宝app上推出“淘宝闪购”服务,以满足消费者对餐饮、日用品、电子产品和服装等多个品类商品的实时配送需求。该举措也强化了淘宝app在中国电商行业的领先地位。在实时零售的大幅投入,旨在建立实时零售的消费者心智和扩大业务规模,在8月前三周带动淘宝app的月度活跃消费者同比增长25%。作为实时零售战略的一部分,阿里巴巴扩大了非餐商品的供给和相应的前置仓覆盖。 责任编辑:钟离
阿里巴巴:淘宝闪购在8月前三周带动淘宝app月活同比增长25%
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takahashi
takahashi
·
08-27
姓东的早晚完蛋
外卖大战激烈,美团预计三季度核心本地商业业务将出现大幅亏损
美团将加大投入应对竞争。
外卖大战激烈,美团预计三季度核心本地商业业务将出现大幅亏损
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takahashi
takahashi
·
07-30
$Nikola Corporation(NKLAQ)$
假如特斯拉的卡车借壳该股单独分拆上市?!
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takahashi
takahashi
·
07-10
太保守了
芯片制造行业复苏助推AMD估值,花旗上调目标价至145美元
智通财经APP获悉,在花旗集团分析师Christopher Danely上调目标价后,AMD股价在周二盘前交易中上涨约2%。Danely将AMD的目标价从120美元上调至145美元,同时维持“中性”评级。市场普遍预计AMD将于8月5日公布第二季度财报,分析师预期其每股收益为0.49美元,营收为74.1亿美元。Danely表示,目前终端市场需求依然强劲,许多企业正在补充库存,这一趋势有望推动AMD的业务增长。随着芯片行业复苏势头延续,若AMD后续业绩持续超预期,或将赢得更多分析师的积极评价。
芯片制造行业复苏助推AMD估值,花旗上调目标价至145美元
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21:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周三盘前时段,美股三大指数期货均已转涨。<strong>美国总统特朗普在与共和党参议员的早餐会上发表讲话。他表示,我们经济正处于历史最热的时期,这(政府停摆)也对股市产生了一些影响。股市在过去九个月中已创下多次新高,很多次。而且还会再创新高。这只是个开始,因为当这些工厂开始投入运营时,情况将更加不同。我们从未见过这样的繁荣,这是一个大好机遇。</strong></p><p>特朗普称“我们必须尽快重新开放政府,立即行动”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/96c69f7a1c4f1f97292a74c9e4ac5ea8\" tg-width=\"891\" tg-height=\"276\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0d919d9f65cd04f41e3ab358c4aafeb7","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146841545","content_text":"周三盘前时段,美股三大指数期货均已转涨。美国总统特朗普在与共和党参议员的早餐会上发表讲话。他表示,我们经济正处于历史最热的时期,这(政府停摆)也对股市产生了一些影响。股市在过去九个月中已创下多次新高,很多次。而且还会再创新高。这只是个开始,因为当这些工厂开始投入运营时,情况将更加不同。我们从未见过这样的繁荣,这是一个大好机遇。特朗普称“我们必须尽快重新开放政府,立即行动”。","news_type":1,"symbols_score_info":{"ESmain":2,"NQmain":2,"YMmain":2}},"isVote":1,"tweetType":1,"viewCount":47,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494774884917776,"gmtCreate":1761824877051,"gmtModify":1761824879511,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"title":"","htmlText":"森特上,同意的举手","listText":"森特上,同意的举手","text":"森特上,同意的举手","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494774884917776","repostId":"1106510260","repostType":4,"repost":{"id":"1106510260","kind":"news","pubTimestamp":1761824380,"share":"https://www.laohu8.com/m/news/1106510260?lang=&edition=full","pubTime":"2025-10-30 19:39","market":"us","language":"zh","title":"贝森特:可能在圣诞节前选出美联储主席候选人,不喜欢本次降息的措辞","url":"https://stock-news.laohu8.com/highlight/detail?id=1106510260","media":"华尔街见闻","summary":"美国财长贝森特:美联储主席第二轮面试即将开始,可以想象在圣诞节前选出美联储主席候选人。赞赏美联储降息25个基点,但不喜欢其措辞。","content":"<html><head></head><body><blockquote><p>美联储主席第二轮面试即将开始。</p></blockquote><p style=\"text-align: justify;\">当地时间周四,美国财长贝森特发表讲话称,美联储主席第二轮面试即将开始。</p><blockquote><p style=\"text-align: justify;\"><strong>可以想象我们能在圣诞节前选出美联储主席候选人。</strong></p></blockquote><p style=\"text-align: justify;\">据华尔街见闻此前文章,美联储主席的候选人范围已缩小至五人。他们分别是:现任美联储理事Christopher Waller和Michelle Bowman,前美联储理事Kevin Warsh,白宫国家经济委员会主任Kevin Hassett,以及贝莱德(BlackRock Inc.)高管Rick Rieder。</p><p style=\"text-align: justify;\">贝森特表示,<strong>赞赏美联储降息25个基点,但“不喜欢其措辞”。</strong>鲍威尔在周三利率决议会后新闻发布会上发出鹰派信号,称通胀短期仍有上行压力,就业面临下行风险,目前面临的局面颇具挑战,委员会对12月是否再次降息仍存较大分歧,降息并非板上钉钉。</p><h2 id=\"id_3661294814\">五人角逐美联储帅位</h2><p style=\"text-align: justify;\">这份五人名单,囊括了来自美联储内部、白宫以及华尔街的资深人士。贝森特本人正主导此次遴选的面试工作。</p><p style=\"text-align: justify;\">名单中的Christopher Waller和Michelle Bowman均为现任美联储理事会成员,拥有丰富的央行系统内部经验。Kevin Warsh曾担任美联储理事,在金融危机时期扮演过重要角色。白宫国家经济委员会主任Kevin Hassett则代表了来自政府行政部门的人选。最后一位是来自资产管理巨头贝莱德的高管Rick Rieder,他将为遴选带来重要的市场视角。</p><p style=\"text-align: justify;\">此外,总统特朗普周一重申,他预计财长贝森特本人不会离开现有职位去执掌美联储。</p><p style=\"text-align: justify;\">遴选过程的时间框架已变得十分清晰。贝森特表示,他计划在进行更多面试后,于感恩节后向总统提交最终候选人名单。</p><p style=\"text-align: justify;\">特朗普则公开设定了年底前做出决定的最后期限。周一,特朗普在对媒体发表讲话时,再次对他亲自任命的现任主席鲍威尔提出批评,称其“一点也不聪明”,并指责鲍威尔未能大幅降息,从而拖累了经济增长。</p></body></html>","source":"wallstreetcn_api","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>贝森特:可能在圣诞节前选出美联储主席候选人,不喜欢本次降息的措辞</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贝森特:可能在圣诞节前选出美联储主席候选人,不喜欢本次降息的措辞\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-30 19:39 北京时间 <a href=https://wallstreetcn.com/articles/3758328><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美联储主席第二轮面试即将开始。当地时间周四,美国财长贝森特发表讲话称,美联储主席第二轮面试即将开始。可以想象我们能在圣诞节前选出美联储主席候选人。据华尔街见闻此前文章,美联储主席的候选人范围已缩小至五人。他们分别是:现任美联储理事Christopher Waller和Michelle Bowman,前美联储理事Kevin Warsh,白宫国家经济委员会主任Kevin Hassett,以及贝莱德(...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3758328\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a09de3118c8fd1b0c54ef273f19a7865","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3758328","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1106510260","content_text":"美联储主席第二轮面试即将开始。当地时间周四,美国财长贝森特发表讲话称,美联储主席第二轮面试即将开始。可以想象我们能在圣诞节前选出美联储主席候选人。据华尔街见闻此前文章,美联储主席的候选人范围已缩小至五人。他们分别是:现任美联储理事Christopher Waller和Michelle Bowman,前美联储理事Kevin Warsh,白宫国家经济委员会主任Kevin Hassett,以及贝莱德(BlackRock Inc.)高管Rick Rieder。贝森特表示,赞赏美联储降息25个基点,但“不喜欢其措辞”。鲍威尔在周三利率决议会后新闻发布会上发出鹰派信号,称通胀短期仍有上行压力,就业面临下行风险,目前面临的局面颇具挑战,委员会对12月是否再次降息仍存较大分歧,降息并非板上钉钉。五人角逐美联储帅位这份五人名单,囊括了来自美联储内部、白宫以及华尔街的资深人士。贝森特本人正主导此次遴选的面试工作。名单中的Christopher Waller和Michelle Bowman均为现任美联储理事会成员,拥有丰富的央行系统内部经验。Kevin Warsh曾担任美联储理事,在金融危机时期扮演过重要角色。白宫国家经济委员会主任Kevin Hassett则代表了来自政府行政部门的人选。最后一位是来自资产管理巨头贝莱德的高管Rick Rieder,他将为遴选带来重要的市场视角。此外,总统特朗普周一重申,他预计财长贝森特本人不会离开现有职位去执掌美联储。遴选过程的时间框架已变得十分清晰。贝森特表示,他计划在进行更多面试后,于感恩节后向总统提交最终候选人名单。特朗普则公开设定了年底前做出决定的最后期限。周一,特朗普在对媒体发表讲话时,再次对他亲自任命的现任主席鲍威尔提出批评,称其“一点也不聪明”,并指责鲍威尔未能大幅降息,从而拖累了经济增长。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479552128512232,"gmtCreate":1758101947612,"gmtModify":1758101949860,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"跑得过人家的核显不?","listText":"跑得过人家的核显不?","text":"跑得过人家的核显不?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479552128512232","repostId":"2568681644","repostType":2,"repost":{"id":"2568681644","kind":"news","pubTimestamp":1758090600,"share":"https://www.laohu8.com/m/news/2568681644?lang=&edition=full","pubTime":"2025-09-17 14:30","market":"us","language":"zh","title":"英伟达迎来对手:龙芯推出首款GPGPU,替代NVIDIA、AMD","url":"https://stock-news.laohu8.com/highlight/detail?id=2568681644","media":"Ofweek光电信息网","summary":"目前在整个GPU市场,是三家厂商的天下,分别是intel、AMD、NVIDIA。目前随着AI大发展,GPGPU更为火爆,不过这一块,则是NVIDIA的天下,没有谁是它的对手,NVIDIA拿下了全球90%以上的市场份额。但因为英伟达是美国企业,同时又不能将先进的GPGPU卖给中国市场,所以中国企业一直在努力突破,想要替代NVIDIA,实现自给,避免补卡脖子。","content":"<html><body><article><p>目前在整个GPU市场,是三家厂商的天下,分别是intel、<a href=\"https://laohu8.com/S/AMD\">AMD</a>、NVIDIA。</p><p>集成显卡是intel的天下,因为intel的CPU中,大多集成了GPU,intel的市场份额高,自然集成显卡份额也非常高。</p><p>而独立GPU则是AMD、NVIDIA的天下,这个已经不用多说了。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250917144136639d201koxvx4qtwec\"/><p>而事实上,目前整个GPU市场,其实是有GPU、GPGPU两种的。</p><p>GPU主要指显卡,用于个人电脑、工作站,游戏机,手机等上面,负责的是图像运算工作,界面有显示的地方,就离不开GPU。</p><p>而GPGPU则不太一样,它并非专注于图形计算任务,还可以用于AI、机器学习、推理等方面,属于通用计算芯片了,功能更为强大。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250917144139217d201a962d9sm1e2\"/><p>目前随着AI大发展,GPGPU更为火爆,不过这一块,则是NVIDIA的天下,没有谁是它的对手,NVIDIA拿下了全球90%以上的市场份额。</p><p>但因为<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>是美国企业,同时又不能将先进的GPGPU卖给中国市场,所以中国企业一直在努力突破,想要替代NVIDIA,实现自给,避免补卡脖子。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member46034/202509/17132927895769.jpg\"/><p>而近日,国内CPU巨头表态称,将推出首款GPGPU芯片,这家巨头就是龙芯,其首款GPGPU芯片型号是9A1000,龙芯官方表示,其研发基本完成,三季度内会交付流片。</p><p>这款9A1000,主要定位于入门级市场及AI推理加速领域,按照龙芯的说法,性能目标直指AMD的RX 550显卡,也相当于NVIDIA的GTX 650 Ti Boost。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250917144203771d2017lfwa2pvr65\"/><p>龙芯为何要研发GPU芯片,这个就太简单了,作为一家CPU厂商,有自己的GPU才是正常的,因为CPU中,可以直接集成GPU,那么用户直接买了CPU集成GPU后,就可以不再单独买GPU了,节省成本,同时也省事的多。</p><p>同时对于龙芯而言,GPGPU可以完成的事情,不只是普通的GPU这么简单,还可以用于推理、AI等领域,那更是当前最大的热门领域了。</p><p>希望龙芯的GPGPU早点推出来,那么不管是英伟达,还是AMD,在中国市场则又将迎来一位劲敌了,同时有了自己的GPU,龙芯的CPU也会更有竞争力了。</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\" 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>英伟达迎来对手:龙芯推出首款GPGPU,替代NVIDIA、AMD</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{ 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}\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英伟达迎来对手:龙芯推出首款GPGPU,替代NVIDIA、AMD\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-17 14:30 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250917150152a4cb0f80&s=b><strong>Ofweek光电信息网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>目前在整个GPU市场,是三家厂商的天下,分别是intel、AMD、NVIDIA。集成显卡是intel的天下,因为intel的CPU中,大多集成了GPU,intel的市场份额高,自然集成显卡份额也非常高。而独立GPU则是AMD、NVIDIA的天下,这个已经不用多说了。而事实上,目前整个GPU市场,其实是有GPU、GPGPU两种的。GPU主要指显卡,用于个人电脑、工作站,游戏机,手机等上面,负责的是...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250917150152a4cb0f80&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","2NVD.UK":"2X NVIDIA 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Shares","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250917150152a4cb0f80&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2568681644","content_text":"目前在整个GPU市场,是三家厂商的天下,分别是intel、AMD、NVIDIA。集成显卡是intel的天下,因为intel的CPU中,大多集成了GPU,intel的市场份额高,自然集成显卡份额也非常高。而独立GPU则是AMD、NVIDIA的天下,这个已经不用多说了。而事实上,目前整个GPU市场,其实是有GPU、GPGPU两种的。GPU主要指显卡,用于个人电脑、工作站,游戏机,手机等上面,负责的是图像运算工作,界面有显示的地方,就离不开GPU。而GPGPU则不太一样,它并非专注于图形计算任务,还可以用于AI、机器学习、推理等方面,属于通用计算芯片了,功能更为强大。目前随着AI大发展,GPGPU更为火爆,不过这一块,则是NVIDIA的天下,没有谁是它的对手,NVIDIA拿下了全球90%以上的市场份额。但因为英伟达是美国企业,同时又不能将先进的GPGPU卖给中国市场,所以中国企业一直在努力突破,想要替代NVIDIA,实现自给,避免补卡脖子。而近日,国内CPU巨头表态称,将推出首款GPGPU芯片,这家巨头就是龙芯,其首款GPGPU芯片型号是9A1000,龙芯官方表示,其研发基本完成,三季度内会交付流片。这款9A1000,主要定位于入门级市场及AI推理加速领域,按照龙芯的说法,性能目标直指AMD的RX 550显卡,也相当于NVIDIA的GTX 650 Ti Boost。龙芯为何要研发GPU芯片,这个就太简单了,作为一家CPU厂商,有自己的GPU才是正常的,因为CPU中,可以直接集成GPU,那么用户直接买了CPU集成GPU后,就可以不再单独买GPU了,节省成本,同时也省事的多。同时对于龙芯而言,GPGPU可以完成的事情,不只是普通的GPU这么简单,还可以用于推理、AI等领域,那更是当前最大的热门领域了。希望龙芯的GPGPU早点推出来,那么不管是英伟达,还是AMD,在中国市场则又将迎来一位劲敌了,同时有了自己的GPU,龙芯的CPU也会更有竞争力了。","news_type":1,"symbols_score_info":{"2NVD.UK":0.6,"3NVD.UK":0.6,"AMD":0.9,"GFS":1.5,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.5,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6}},"isVote":1,"tweetType":1,"viewCount":459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477546621903712,"gmtCreate":1757598676008,"gmtModify":1757598677862,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"不早就合作了么","listText":"不早就合作了么","text":"不早就合作了么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/477546621903712","repostId":"2566992499","repostType":2,"repost":{"id":"2566992499","kind":"live","pubTimestamp":1757598010,"share":"https://www.laohu8.com/m/news/2566992499?lang=&edition=full","pubTime":"2025-09-11 21:40","market":"us","language":"zh","title":"人工智能药物开发商Absci(ABSI.US)盘初一度涨超21%最高触及2.89美元。消息面上Absci宣布与甲骨文和A","url":"https://stock-news.laohu8.com/highlight/detail?id=2566992499","media":"智通财经","summary":"人工智能药物开发商Absci(ABSI.US)盘初一度涨超21%最高触及2.89美元。消息面上Absci宣布与甲骨文和AMD合作加速生成式人工智能驱动的药物发现进程。","content":"<html><body><div>\n<div>\r\n 人工智能药物开发商Absci(ABSI.US)盘初一度涨超21%最高触及2.89美元。消息面上Absci宣布与甲骨文和AMD合作加速生成式人工智能驱动的药物发现进程。 </div>\n</div></body></html>","source":"live_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>人工智能药物开发商Absci(ABSI.US)盘初一度涨超21%最高触及2.89美元。消息面上Absci宣布与甲骨文和A</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161631":"人工智能","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU0878866978.SGD":"First Eagle Amundi International AHS-QD SGD-H","BK4528":"SaaS概念","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","GFS":"GLOBALFOUNDRIES Inc.","LU1035773651.USD":"AB SICAV I - GLOBAL VALUE PORTFOLIO \"AD\" (USD) INC","LU2087625088.SGD":"ALLSPRING US ALL CAP GROWTH \"A\" (SGDHDG) ACC","ABSI":"Absci Corporation.","AMD":"美国超微公司","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","BK4614":"Manus概念股","BK4588":"碎股","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0081259029.USD":"UBS (LUX) 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href=https://hk.jrj.com.cn/2025/08/29182352811527.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>阿里巴巴公告,于4月底在淘宝app上推出“淘宝闪购”服务,以满足消费者对餐饮、日用品、电子产品和服装等多个品类商品的实时配送需求。该举措也强化了淘宝app在中国电商行业的领先地位。在实时零售的大幅投入,旨在建立实时零售的消费者心智和扩大业务规模,在8月前三周带动淘宝app的月度活跃消费者同比增长25%。作为实时零售战略的一部分,阿里巴巴扩大了非餐商品的供给和相应的前置仓覆盖。\n\n\r\n ...</p>\n\n<a href=\"https://hk.jrj.com.cn/2025/08/29182352811527.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"89988":"阿里巴巴-WR","LU1051769294.HKD":"BGF EMERGING MARKETS EQUITY INCOME \"A6\"(HKDHDG) INC","LU0293314216.USD":"ALLIANZ GEM EQUITY HIGH DIVIDEND \"A\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0261950983.USD":"FIDELITY ASIAN SPECIAL SITUATIONS \"A\" ACC","LU0577902371.SGD":"FULLERTON LUX FUNDS - ASIA GROWTH & INCOME EQUITIE \"I\" (SGD) ACC","LU1328615791.USD":"FULLERTON LUX FUNDS - ALL CHINA EQUITIES \"I\" (USD) 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20:24","market":"hk","language":"zh","title":"外卖大战激烈,美团预计三季度核心本地商业业务将出现大幅亏损","url":"https://stock-news.laohu8.com/highlight/detail?id=1118709809","media":"IT之家","summary":"美团将加大投入应对竞争。","content":"<html><head></head><body><p>周三, <a href=\"https://laohu8.com/S/MPNGY\">美团ADR</a> 盘初大跌超14%。美团今日发布 2025 年第二季度财报,核心本地商业分部收入同比增长 7.7% 至人民币 653 亿元。受二季度开始的非理性竞争影响,经营溢利同比下降 75.6% 至人民币 37 亿元,经营利润率同比下降 19.4 个百分点至 5.7%。</p><p style=\"text-align: justify;\">在财报发布后的电话会议中,<strong>美团高管预计第三季度核心本地商业业务将出现大幅亏损。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eedc343bbfb8d98505fd95e55a1633b2\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">美团管理层表示,目前其他平台的补贴水平仍保持历史高位,美团将加大投入应对竞争,同时加大对行业生态的投入。美团将在保持外卖规模优势的基础上增加补贴,来确保价格竞争力和稳定的履约体验,预计核心本地商业三季度会出现较大规模的亏损,美团会根据竞争态势和策略动态调整投入规模;并认为,当行业补贴逐步回归理性水平,外卖也会回归合理的利润水平。</p><p style=\"text-align: justify;\">美团高级副总裁兼首席财务官陈少晖在电话会上说:“我们预计短期内竞争将持续存在,并且会对我们的财务结果产生负面影响,尽管如此,我想强调的是,我们的核心本地商业业务的韧性已经在多个周期中得到了证明。每一个挑战最终都将增强我们的竞争地位,提升我们的执行力,并推动运营卓越。超越短期波动,我们对我们能够长期保持健康、高质量增长充满信心。”</p><p>在<a href=\"https://laohu8.com/S/MPNGY\" title=\"美团\" class=\"\">美团</a>财报电话会上,<a href=\"https://laohu8.com/S/03690\" title=\"美团\" class=\"\">美团</a>CEO王兴表示,“首先明确,我们坚决反对内卷。”当前外卖市场竞争持续加剧,美团将继续捍卫市场地位。“美团是在竞争中成长起来的,我们在持续的竞争中实现了今天的领先地位。”</p><p style=\"text-align: start;\">王兴表示,美团不是第一次面对这种激烈的竞争,在过去多年的发展中,美团在竞争中不断壮大、巩固领先地位。无论过去还是现在,美团始终专注于做正确的事,即,保证优质供给、稳定履约、合理价格,为用户创造良好的体验。</p><p style=\"text-align: start;\">无论市场如何变化,无论竞争如何激烈,美团坚持做正确的事这一点不会变。“没有什么花哨的,回归本质,确保快速可靠地履约、确保经济实惠的价格。”同时,王兴表示,美团将长期专注于生态建设,让消费者、商户和骑手都从中受益。</p></body></html>","source":"ithome","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>外卖大战激烈,美团预计三季度核心本地商业业务将出现大幅亏损</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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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外卖大战激烈,美团预计三季度核心本地商业业务将出现大幅亏损\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-27 20:24 北京时间 <a href=https://www.ithome.com/0/878/478.htm><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周三, 美团ADR 盘初大跌超14%。美团今日发布 2025 年第二季度财报,核心本地商业分部收入同比增长 7.7% 至人民币 653 亿元。受二季度开始的非理性竞争影响,经营溢利同比下降 75.6% 至人民币 37 亿元,经营利润率同比下降 19.4 个百分点至 5.7%。在财报发布后的电话会议中,美团高管预计第三季度核心本地商业业务将出现大幅亏损。美团管理层表示,目前其他平台的补贴水平仍保持...</p>\n\n<a href=\"https://www.ithome.com/0/878/478.htm\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c972a78fbe34096796ada872b683e450","relate_stocks":{"MPNGY":"美团ADR","03690":"美团-W"},"source_url":"https://www.ithome.com/0/878/478.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118709809","content_text":"周三, 美团ADR 盘初大跌超14%。美团今日发布 2025 年第二季度财报,核心本地商业分部收入同比增长 7.7% 至人民币 653 亿元。受二季度开始的非理性竞争影响,经营溢利同比下降 75.6% 至人民币 37 亿元,经营利润率同比下降 19.4 个百分点至 5.7%。在财报发布后的电话会议中,美团高管预计第三季度核心本地商业业务将出现大幅亏损。美团管理层表示,目前其他平台的补贴水平仍保持历史高位,美团将加大投入应对竞争,同时加大对行业生态的投入。美团将在保持外卖规模优势的基础上增加补贴,来确保价格竞争力和稳定的履约体验,预计核心本地商业三季度会出现较大规模的亏损,美团会根据竞争态势和策略动态调整投入规模;并认为,当行业补贴逐步回归理性水平,外卖也会回归合理的利润水平。美团高级副总裁兼首席财务官陈少晖在电话会上说:“我们预计短期内竞争将持续存在,并且会对我们的财务结果产生负面影响,尽管如此,我想强调的是,我们的核心本地商业业务的韧性已经在多个周期中得到了证明。每一个挑战最终都将增强我们的竞争地位,提升我们的执行力,并推动运营卓越。超越短期波动,我们对我们能够长期保持健康、高质量增长充满信心。”在美团财报电话会上,美团CEO王兴表示,“首先明确,我们坚决反对内卷。”当前外卖市场竞争持续加剧,美团将继续捍卫市场地位。“美团是在竞争中成长起来的,我们在持续的竞争中实现了今天的领先地位。”王兴表示,美团不是第一次面对这种激烈的竞争,在过去多年的发展中,美团在竞争中不断壮大、巩固领先地位。无论过去还是现在,美团始终专注于做正确的事,即,保证优质供给、稳定履约、合理价格,为用户创造良好的体验。无论市场如何变化,无论竞争如何激烈,美团坚持做正确的事这一点不会变。“没有什么花哨的,回归本质,确保快速可靠地履约、确保经济实惠的价格。”同时,王兴表示,美团将长期专注于生态建设,让消费者、商户和骑手都从中受益。","news_type":1,"symbols_score_info":{"03690":1.1,"MPNGY":1.1}},"isVote":1,"tweetType":1,"viewCount":579,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3545472704722252","authorId":"3545472704722252","name":"聪明的Alita","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3545472704722252","authorIdStr":"3545472704722252"},"content":"东已经基本退出了,现在是淘宝","text":"东已经基本退出了,现在是淘宝","html":"东已经基本退出了,现在是淘宝"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462000288686432,"gmtCreate":1753811749710,"gmtModify":1753811750973,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NKLAQ\">$Nikola Corporation(NKLAQ)$</a> 假如特斯拉的卡车借壳该股单独分拆上市?!","listText":"<a href=\"https://laohu8.com/S/NKLAQ\">$Nikola Corporation(NKLAQ)$</a> 假如特斯拉的卡车借壳该股单独分拆上市?!","text":"$Nikola Corporation(NKLAQ)$ 假如特斯拉的卡车借壳该股单独分拆上市?!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462000288686432","isVote":1,"tweetType":1,"viewCount":751,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":455160852668696,"gmtCreate":1752160010975,"gmtModify":1752160012663,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"太保守了","listText":"太保守了","text":"太保守了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/455160852668696","repostId":"2550984613","repostType":2,"repost":{"id":"2550984613","kind":"news","pubTimestamp":1752130680,"share":"https://www.laohu8.com/m/news/2550984613?lang=&edition=full","pubTime":"2025-07-10 14:58","market":"us","language":"zh","title":"芯片制造行业复苏助推AMD估值,花旗上调目标价至145美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2550984613","media":"智通财经","summary":"智通财经APP获悉,在花旗集团分析师Christopher Danely上调目标价后,AMD股价在周二盘前交易中上涨约2%。Danely将AMD的目标价从120美元上调至145美元,同时维持“中性”评级。市场普遍预计AMD将于8月5日公布第二季度财报,分析师预期其每股收益为0.49美元,营收为74.1亿美元。Danely表示,目前终端市场需求依然强劲,许多企业正在补充库存,这一趋势有望推动AMD的业务增长。随着芯片行业复苏势头延续,若AMD后续业绩持续超预期,或将赢得更多分析师的积极评价。","content":"<html><head></head><body><p>7月10日,在花旗集团分析师Christopher Danely上调目标价后,AMD(AMD.US)股价在周二盘前交易中上涨约2%。Danely将AMD的目标价从120美元上调至145美元,同时维持“中性”评级。他指出,行业整体环境的改善有望在未来几个季度为芯片制造商提供有力支撑。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/35065cb8d209ed16a2630ba7d1d11421\" tg-width=\"560\" tg-height=\"240\"/></p><p>市场普遍预计AMD将于8月5日公布第二季度财报,分析师预期其每股收益为0.49美元,营收为74.1亿美元。若实际业绩超出预期,可能进一步提振市场对该股的看涨情绪。</p><p>Danely表示,目前终端市场需求依然强劲,许多企业正在补充库存,这一趋势有望推动AMD的业务增长。他强调,此次上调预期反映的是半导体订单的逐步回暖,而非突然反转。</p><p>在经历长期低迷后,芯片制造行业已逐步企稳。与此同时,AMD在数据中心和PC芯片领域的持续布局,也为其未来发展增添了吸引力。随着芯片行业复苏势头延续,若AMD后续业绩持续超预期,或将赢得更多分析师的积极评价。</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>芯片制造行业复苏助推AMD估值,花旗上调目标价至145美元</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\">\n芯片制造行业复苏助推AMD估值,花旗上调目标价至145美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-10 14:58 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1316136.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>7月10日,在花旗集团分析师Christopher Danely上调目标价后,AMD(AMD.US)股价在周二盘前交易中上涨约2%。Danely将AMD的目标价从120美元上调至145美元,同时维持“中性”评级。他指出,行业整体环境的改善有望在未来几个季度为芯片制造商提供有力支撑。市场普遍预计AMD将于8月5日公布第二季度财报,分析师预期其每股收益为0.49美元,营收为74.1亿美元。若实际业绩...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1316136.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/a593d85be38c3aa543ab3056553101ff","relate_stocks":{"AMD":"美国超微公司"},"source_url":"http://www.zhitongcaijing.com/content/detail/1316136.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2550984613","content_text":"7月10日,在花旗集团分析师Christopher Danely上调目标价后,AMD(AMD.US)股价在周二盘前交易中上涨约2%。Danely将AMD的目标价从120美元上调至145美元,同时维持“中性”评级。他指出,行业整体环境的改善有望在未来几个季度为芯片制造商提供有力支撑。市场普遍预计AMD将于8月5日公布第二季度财报,分析师预期其每股收益为0.49美元,营收为74.1亿美元。若实际业绩超出预期,可能进一步提振市场对该股的看涨情绪。Danely表示,目前终端市场需求依然强劲,许多企业正在补充库存,这一趋势有望推动AMD的业务增长。他强调,此次上调预期反映的是半导体订单的逐步回暖,而非突然反转。在经历长期低迷后,芯片制造行业已逐步企稳。与此同时,AMD在数据中心和PC芯片领域的持续布局,也为其未来发展增添了吸引力。随着芯片行业复苏势头延续,若AMD后续业绩持续超预期,或将赢得更多分析师的积极评价。","news_type":1,"symbols_score_info":{"AMD":1}},"isVote":1,"tweetType":1,"viewCount":707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}