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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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takahashi
takahashi
·
06-13
$美国超微公司(AMD)$
苏麻闭嘴
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takahashi
takahashi
·
05-21
$Arbe Robotics Ltd.(ARBE)$
营收4万一个季度,利息吗?
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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":{"NVDU":"Direxion Daily NVDA Bull 2X Shares","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","3NVD.UK":"LS 3X NVIDIA","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","SNVD.UK":"LS -1X NVIDIA","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) 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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","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","BK4529":"IDC概念","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4528":"SaaS概念","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","ABSI":"Absci Corporation.","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC","LU2250418816.HKD":"BGF WORLD 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Robotics, Inc.(KITT)$ 这接吧美股玩个der","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474306504065272","isVote":1,"tweetType":1,"viewCount":299,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472812567138440,"gmtCreate":1756464859429,"gmtModify":1756464861584,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"这是要继续打团子?","listText":"这是要继续打团子?","text":"这是要继续打团子?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472812567138440","repostId":"2563553041","repostType":2,"repost":{"id":"2563553041","kind":"news","pubTimestamp":1756463030,"share":"https://www.laohu8.com/m/news/2563553041?lang=&edition=full","pubTime":"2025-08-29 18:23","market":"us","language":"zh","title":"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%","url":"https://stock-news.laohu8.com/highlight/detail?id=2563553041","media":"金融界","summary":"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 责任编辑:钟离","content":"<html><body><div>\n<p><a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>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<span>服装</span>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,<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>扩大了非餐商品的供给和相应的前置仓覆盖。</p>\n<div>\n<div>\r\n 责任编辑:钟离\r\n </div>\n</div>\n</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>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%</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; 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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%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-29 18:23 北京时间 <a 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","LU0700851271.USD":"NINETY ONE GSF EMERGING MARKETS MULTI-ASSET \"A\" (USD) ACC","LU0588545490.SGD":"Eastspring Investments - Asian Equity Income AS SGD","BK1575":"同股不同权","LU2257852520.SGD":"JPMorgan Funds - Asia Growth A (acc) SGD","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","LU0791590937.USD":"ALLSPRING EMERGING MARKTES EQUITY INCOME \"A\" 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责任编辑:钟离","news_type":1,"symbols_score_info":{"89988":0.6,"09988":1,"BABA":1,"ALBmain":0.6,"HBBD.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472136286978128,"gmtCreate":1756299710562,"gmtModify":1756299712257,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"姓东的早晚完蛋","listText":"姓东的早晚完蛋","text":"姓东的早晚完蛋","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/472136286978128","repostId":"1118709809","repostType":2,"repost":{"id":"1118709809","kind":"news","pubTimestamp":1756297452,"share":"https://www.laohu8.com/m/news/1118709809?lang=&edition=full","pubTime":"2025-08-27 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 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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 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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":504,"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":8,"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 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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":382,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":445361866924368,"gmtCreate":1749752470783,"gmtModify":1749752471964,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> 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