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加尔盖
加尔盖
·
16:32
怎么说大家
沪上阿姨涨近30%！公司近日推出H股激励计划，品牌成功进入“万店俱乐部”
11月12日，$沪上阿姨(02589)$尾盘涨幅扩大至近30%！公司推出H股激励计划，子品牌茶瀑布官宣代言人毛不易。
沪上阿姨涨近30%！公司近日推出H股激励计划，品牌成功进入“万店俱乐部”
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加尔盖
加尔盖
·
11:39
公司有什么用？
港股内房股盘中走高！世茂集团涨超13%，绿景中国地产涨超6%
11月12日，港股内房股盘中走高，$世茂集团(00813)$涨超13%，$绿景中国地产(00095)$涨超6%，$富力地产(02777)$、$保利置业集团(00119)$涨超5%，$华润置地(01109)$、$中国海外宏洋集团(00081)$涨超4%。
港股内房股盘中走高！世茂集团涨超13%，绿景中国地产涨超6%
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加尔盖
加尔盖
·
09:49
现在内存条问题嘛我也不知道电脑行业怎么样
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加尔盖
加尔盖
·
09:49
不太了解因为对等关税导致黄金问题
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加尔盖
加尔盖
·
09:47
不知道会不会跌让人头疼衍生品怎么说
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加尔盖
加尔盖
·
09:45
什么药
港股创新药概念股盘初活跃！百济神州涨近5%，歌礼制药涨超4%
11月13日，港股创新药概念股盘初活跃，$百济神州(ONC)$涨近5%，$歌礼制药-B(01672)$涨超4%，$康方生物(09926)$涨超3%，$三生制药(01530)$、$乐普生物-B(02157)$涨超2%。
港股创新药概念股盘初活跃！百济神州涨近5%，歌礼制药涨超4%
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加尔盖
加尔盖
·
09:43
不错
港股新消费概念股盘初走强！沪上阿姨涨超12%，锅圈涨超4%
11月12日，港股新消费概念股盘初走强，$沪上阿姨(02589)$涨超12%，$锅圈(02517)$涨超4%，$毛戈平(01318)$涨超3%，$蜜雪集团(02097)$涨超2%。
港股新消费概念股盘初走强！沪上阿姨涨超12%，锅圈涨超4%
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加尔盖
加尔盖
·
08:28
什么情况
CoreWeave数据中心交付延迟，疑似Core Scientific问题
Jim Cramer认为位于德克萨斯、俄克拉荷马和北卡罗来纳州的延迟站点均与Core Scientific有关。AI基础设施提供商CoreWeave因关键的业绩指引不及预期而股价暴跌，市场普遍猜测其合作伙伴Core Scientific问题的根源。周二，CoreWeave股价收盘暴跌16%，此前该公司承认一个数据中心合作伙伴的延迟影响了运营。值得注意的是，CoreWeave今年早些时候曾试图以90亿美元收购Core Scientific，但遭到后者股东否决。市场对这一消息反应剧烈。在CoreWeave股价大跌的同时，被指为问题方的Core Scientific股价也重挫10%。
CoreWeave数据中心交付延迟，疑似Core Scientific问题
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加尔盖
加尔盖
·
11-07
不知道如何
特斯拉将建一座晶圆厂
然而，马斯克认为，光靠外部供应仍不足以支撑公司AI 与自驾技术长期发展，因此特斯拉“可能”将不得不自行建造一座“超大型晶圆厂”。特斯拉将部分AI5芯片的生产委托给三星晶圆代工，这具有三大关键意义。第二个含义是，在先进半导体竞争激烈的背景下，特斯拉正在抢占先机，确保与三星晶圆代工厂的合作。科技行业猜测，特斯拉将AI5订单分配给台积电和三星的决定可能是一项战略举措，旨在确保三星闲置的晶圆生产线得到充分利用。
特斯拉将建一座晶圆厂
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加尔盖
加尔盖
·
11-07
不错
港股新消费概念尾盘持续走弱，泡泡玛特跌超6%，沪上阿姨跌超5%
布鲁可、茶百道、蜜雪集团跌超3%。
港股新消费概念尾盘持续走弱，泡泡玛特跌超6%，沪上阿姨跌超5%
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15:31","market":"hk","language":"zh","title":"沪上阿姨涨近30%！公司近日推出H股激励计划，品牌成功进入“万店俱乐部”","url":"https://stock-news.laohu8.com/highlight/detail?id=1162693386","media":"老虎资讯综合","summary":"11月12日，$沪上阿姨(02589)$尾盘涨幅扩大至近30%！公司推出H股激励计划，子品牌茶瀑布官宣代言人毛不易。","content":"<html><head></head><body><p>11月12日，<a href=\"https://laohu8.com/S/02589\">沪上阿姨</a>尾盘涨幅扩大至近30%！公司推出H股激励计划，子品牌茶瀑布官宣代言人毛不易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b2e018b5adaaecd57c3ac11ac02bf22\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>沪上阿姨发布公告，于2025年11月7日，董事会决议建议采纳H股激励计划。H股激励计划经股东于公司将予召开的临时股东会上审议批准后生效。H股激励计划下授出奖励股份的上限为于H股激励计划采纳日期公司股份总数的5%。</p><p style=\"text-align: justify;\">值得一提的是，近日，根据极海品牌监测数据显示，截至目前，“沪上阿姨”品牌全国门店数量已达10739家，成功进入“万店俱乐部”。此外，沪上阿姨合伙人官微公布11月最新政策，针对连锁茶饮、咖啡行业的经验人群，开放开店限时补贴政策，最高得5万元开店补贴。</p><p>此外，10月17日，毛不易正式成为沪上阿姨集团旗下新锐茶饮品牌茶瀑布的代言人。公开资料显示，沪上阿姨于2024年3月起正式向市场推广子品牌“茶瀑布”，以Z世代和学生群体为核心客群，主攻10元以下价格带，与主品牌“沪上阿姨”形成定位差异。</p></body></html>","collect":0,"html":"<!DOCTYPE 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{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沪上阿姨涨近30%！公司近日推出H股激励计划，品牌成功进入“万店俱乐部”\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 15:31</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/02589\">沪上阿姨</a>尾盘涨幅扩大至近30%！公司推出H股激励计划，子品牌茶瀑布官宣代言人毛不易。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b2e018b5adaaecd57c3ac11ac02bf22\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>沪上阿姨发布公告，于2025年11月7日，董事会决议建议采纳H股激励计划。H股激励计划经股东于公司将予召开的临时股东会上审议批准后生效。H股激励计划下授出奖励股份的上限为于H股激励计划采纳日期公司股份总数的5%。</p><p style=\"text-align: justify;\">值得一提的是，近日，根据极海品牌监测数据显示，截至目前，“沪上阿姨”品牌全国门店数量已达10739家，成功进入“万店俱乐部”。此外，沪上阿姨合伙人官微公布11月最新政策，针对连锁茶饮、咖啡行业的经验人群，开放开店限时补贴政策，最高得5万元开店补贴。</p><p>此外，10月17日，毛不易正式成为沪上阿姨集团旗下新锐茶饮品牌茶瀑布的代言人。公开资料显示，沪上阿姨于2024年3月起正式向市场推广子品牌“茶瀑布”，以Z世代和学生群体为核心客群，主攻10元以下价格带，与主品牌“沪上阿姨”形成定位差异。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","relate_stocks":{"BK1616":"咖啡茶饮","BK1233":"餐馆","BK1587":"次新股","02589":"沪上阿姨"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162693386","content_text":"11月12日，沪上阿姨尾盘涨幅扩大至近30%！公司推出H股激励计划，子品牌茶瀑布官宣代言人毛不易。沪上阿姨发布公告，于2025年11月7日，董事会决议建议采纳H股激励计划。H股激励计划经股东于公司将予召开的临时股东会上审议批准后生效。H股激励计划下授出奖励股份的上限为于H股激励计划采纳日期公司股份总数的5%。值得一提的是，近日，根据极海品牌监测数据显示，截至目前，“沪上阿姨”品牌全国门店数量已达10739家，成功进入“万店俱乐部”。此外，沪上阿姨合伙人官微公布11月最新政策，针对连锁茶饮、咖啡行业的经验人群，开放开店限时补贴政策，最高得5万元开店补贴。此外，10月17日，毛不易正式成为沪上阿姨集团旗下新锐茶饮品牌茶瀑布的代言人。公开资料显示，沪上阿姨于2024年3月起正式向市场推广子品牌“茶瀑布”，以Z世代和学生群体为核心客群，主攻10元以下价格带，与主品牌“沪上阿姨”形成定位差异。","news_type":1,"symbols_score_info":{"02589":1}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499276996391504,"gmtCreate":1762918753862,"gmtModify":1762918756176,"author":{"id":"4092876960691290","authorId":"4092876960691290","name":"加尔盖","avatar":"https://static.tigerbbs.com/075cfc3b1bd0b6318c298e59086d1ecd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092876960691290","authorIdStr":"4092876960691290"},"themes":[],"title":"","htmlText":"公司有什么用？","listText":"公司有什么用？","text":"公司有什么用？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499276996391504","repostId":"1122115653","repostType":2,"repost":{"id":"1122115653","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":1762918630,"share":"https://www.laohu8.com/m/news/1122115653?lang=&edition=full","pubTime":"2025-11-12 11:37","market":"hk","language":"zh","title":"港股内房股盘中走高！世茂集团涨超13%，绿景中国地产涨超6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1122115653","media":"老虎资讯综合","summary":"11月12日，港股内房股盘中走高，$世茂集团(00813)$涨超13%，$绿景中国地产(00095)$涨超6%，$富力地产(02777)$、$保利置业集团(00119)$涨超5%，$华润置地(01109)$、$中国海外宏洋集团(00081)$涨超4%。","content":"<html><head></head><body><p>11月12日，港股内房股盘中走高，<a href=\"https://laohu8.com/S/00813\">世茂集团</a>涨超13%，<a href=\"https://laohu8.com/S/00095\">绿景中国地产</a>涨超6%，<a href=\"https://laohu8.com/S/02777\">富力地产</a>、<a href=\"https://laohu8.com/S/00119\">保利置业集团</a>涨超5%，<a href=\"https://laohu8.com/S/01109\">华润置地</a>、<a href=\"https://laohu8.com/S/00081\">中国海外宏洋集团</a>涨超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30484f5af8dff4a55669aae1860f6bb4\" title=\"\" tg-width=\"402\" tg-height=\"768\"/></p><p style=\"text-align: justify;\">11月3日，湖南省岳阳市平江县全面推行现房销售。中泰证券发布研报称，这是继河南信阳、湖北荆门、广州从化区后，全国第四个地区明确推进现房销售。该行表示，现房销售可防范交付风险，有助稳定市场，长远促进房企汰弱留强，但是短期却未必有效直接推动新房销售。内房港股投资方面，维持选取优质国企开发商。</p><p style=\"text-align: justify;\">广发证券发布研报称，四中全会后，年底各项工作会议前，本周处于政策空窗期，中央及各地方政府未有新表态。但黄奇帆关于“建立老年人房产倒按揭体系”，“以房养老”、“房供消费”等表态引起广泛关注。此外本周平江县全面推行现房销售，该行预计现房销售对当地房企影响不大。关于地产新模式的探索仍在持续，年底政治局会议、中央经济工作会议表态可期。</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>港股内房股盘中走高！世茂集团涨超13%，绿景中国地产涨超6%</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港股内房股盘中走高！世茂集团涨超13%，绿景中国地产涨超6%\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 11:37</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，港股内房股盘中走高，<a href=\"https://laohu8.com/S/00813\">世茂集团</a>涨超13%，<a href=\"https://laohu8.com/S/00095\">绿景中国地产</a>涨超6%，<a href=\"https://laohu8.com/S/02777\">富力地产</a>、<a href=\"https://laohu8.com/S/00119\">保利置业集团</a>涨超5%，<a href=\"https://laohu8.com/S/01109\">华润置地</a>、<a href=\"https://laohu8.com/S/00081\">中国海外宏洋集团</a>涨超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30484f5af8dff4a55669aae1860f6bb4\" title=\"\" tg-width=\"402\" tg-height=\"768\"/></p><p style=\"text-align: justify;\">11月3日，湖南省岳阳市平江县全面推行现房销售。中泰证券发布研报称，这是继河南信阳、湖北荆门、广州从化区后，全国第四个地区明确推进现房销售。该行表示，现房销售可防范交付风险，有助稳定市场，长远促进房企汰弱留强，但是短期却未必有效直接推动新房销售。内房港股投资方面，维持选取优质国企开发商。</p><p style=\"text-align: justify;\">广发证券发布研报称，四中全会后，年底各项工作会议前，本周处于政策空窗期，中央及各地方政府未有新表态。但黄奇帆关于“建立老年人房产倒按揭体系”，“以房养老”、“房供消费”等表态引起广泛关注。此外本周平江县全面推行现房销售，该行预计现房销售对当地房企影响不大。关于地产新模式的探索仍在持续，年底政治局会议、中央经济工作会议表态可期。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7aa2149ef8a80f77e2806ac3e2644925","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122115653","content_text":"11月12日，港股内房股盘中走高，世茂集团涨超13%，绿景中国地产涨超6%，富力地产、保利置业集团涨超5%，华润置地、中国海外宏洋集团涨超4%。11月3日，湖南省岳阳市平江县全面推行现房销售。中泰证券发布研报称，这是继河南信阳、湖北荆门、广州从化区后，全国第四个地区明确推进现房销售。该行表示，现房销售可防范交付风险，有助稳定市场，长远促进房企汰弱留强，但是短期却未必有效直接推动新房销售。内房港股投资方面，维持选取优质国企开发商。广发证券发布研报称，四中全会后，年底各项工作会议前，本周处于政策空窗期，中央及各地方政府未有新表态。但黄奇帆关于“建立老年人房产倒按揭体系”，“以房养老”、“房供消费”等表态引起广泛关注。此外本周平江县全面推行现房销售，该行预计现房销售对当地房企影响不大。关于地产新模式的探索仍在持续，年底政治局会议、中央经济工作会议表态可期。","news_type":1,"symbols_score_info":{"00081":1,"00095":1,"00119":1,"00813":1,"01109":1,"02777":1}},"isVote":1,"tweetType":1,"viewCount":24,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499250066301448,"gmtCreate":1762912177793,"gmtModify":1762912180235,"author":{"id":"4092876960691290","authorId":"4092876960691290","name":"加尔盖","avatar":"https://static.tigerbbs.com/075cfc3b1bd0b6318c298e59086d1ecd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092876960691290","authorIdStr":"4092876960691290"},"themes":[],"title":"","htmlText":"现在内存条问题嘛我也不知道电脑行业怎么样","listText":"现在内存条问题嘛我也不知道电脑行业怎么样","text":"现在内存条问题嘛我也不知道电脑行业怎么样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499250066301448","isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499248692936912,"gmtCreate":1762912144894,"gmtModify":1762913528154,"author":{"id":"4092876960691290","authorId":"4092876960691290","name":"加尔盖","avatar":"https://static.tigerbbs.com/075cfc3b1bd0b6318c298e59086d1ecd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092876960691290","authorIdStr":"4092876960691290"},"themes":[],"title":"","htmlText":"不太了解因为对等关税导致黄金问题","listText":"不太了解因为对等关税导致黄金问题","text":"不太了解因为对等关税导致黄金问题","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499248692936912","isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499248421568720,"gmtCreate":1762912078643,"gmtModify":1762912080891,"author":{"id":"4092876960691290","authorId":"4092876960691290","name":"加尔盖","avatar":"https://static.tigerbbs.com/075cfc3b1bd0b6318c298e59086d1ecd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092876960691290","authorIdStr":"4092876960691290"},"themes":[],"title":"","htmlText":"不知道会不会跌让人头疼衍生品怎么说","listText":"不知道会不会跌让人头疼衍生品怎么说","text":"不知道会不会跌让人头疼衍生品怎么说","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499248421568720","isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499249118355944,"gmtCreate":1762911946098,"gmtModify":1762911948350,"author":{"id":"4092876960691290","authorId":"4092876960691290","name":"加尔盖","avatar":"https://static.tigerbbs.com/075cfc3b1bd0b6318c298e59086d1ecd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092876960691290","authorIdStr":"4092876960691290"},"themes":[],"title":"","htmlText":"什么药","listText":"什么药","text":"什么药","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499249118355944","repostId":"1192151735","repostType":4,"repost":{"id":"1192151735","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":1762911738,"share":"https://www.laohu8.com/m/news/1192151735?lang=&edition=full","pubTime":"2025-11-12 09:42","market":"hk","language":"zh","title":"港股创新药概念股盘初活跃！百济神州涨近5%，歌礼制药涨超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1192151735","media":"老虎资讯综合","summary":"11月13日，港股创新药概念股盘初活跃，$百济神州(ONC)$涨近5%，$歌礼制药-B(01672)$涨超4%，$康方生物(09926)$涨超3%，$三生制药(01530)$、$乐普生物-B(02157)$涨超2%。","content":"<html><head></head><body><p>11月13日，港股创新药概念股盘初活跃，<a href=\"https://laohu8.com/S/06160\">百济神州</a>涨近5%，<a href=\"https://laohu8.com/S/01672\">歌礼制药-B</a>涨超4%，<a href=\"https://laohu8.com/S/09926\">康方生物</a>、<a href=\"https://laohu8.com/S/09606\">映恩生物-B</a>涨超3%，<a href=\"https://laohu8.com/S/01530\">三生制药</a>、<a href=\"https://laohu8.com/S/02157\">乐普生物-B</a>涨超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/29c3f2fa3d4e175567678ccbbda74af3\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></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\" 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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港股创新药概念股盘初活跃！百济神州涨近5%，歌礼制药涨超4%\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 09:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月13日，港股创新药概念股盘初活跃，<a href=\"https://laohu8.com/S/06160\">百济神州</a>涨近5%，<a href=\"https://laohu8.com/S/01672\">歌礼制药-B</a>涨超4%，<a href=\"https://laohu8.com/S/09926\">康方生物</a>、<a href=\"https://laohu8.com/S/09606\">映恩生物-B</a>涨超3%，<a href=\"https://laohu8.com/S/01530\">三生制药</a>、<a href=\"https://laohu8.com/S/02157\">乐普生物-B</a>涨超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/29c3f2fa3d4e175567678ccbbda74af3\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/85675909dc6c67ee0181339c18bcfdff","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192151735","content_text":"11月13日，港股创新药概念股盘初活跃，百济神州涨近5%，歌礼制药-B涨超4%，康方生物、映恩生物-B涨超3%，三生制药、乐普生物-B涨超2%。","news_type":1,"symbols_score_info":{"159992":1.5,"688235":1.5,"01672":1.5,"ONC":1.5,"06160":1.5,"01477":1.5,"06978":1.5}},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499245879333312,"gmtCreate":1762911802350,"gmtModify":1762911804618,"author":{"id":"4092876960691290","authorId":"4092876960691290","name":"加尔盖","avatar":"https://static.tigerbbs.com/075cfc3b1bd0b6318c298e59086d1ecd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092876960691290","authorIdStr":"4092876960691290"},"themes":[],"title":"","htmlText":"不错","listText":"不错","text":"不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499245879333312","repostId":"1121303176","repostType":4,"repost":{"id":"1121303176","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":1762911540,"share":"https://www.laohu8.com/m/news/1121303176?lang=&edition=full","pubTime":"2025-11-12 09:39","market":"hk","language":"zh","title":"港股新消费概念股盘初走强！沪上阿姨涨超12%，锅圈涨超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1121303176","media":"老虎资讯综合","summary":"11月12日，港股新消费概念股盘初走强，$沪上阿姨(02589)$涨超12%，$锅圈(02517)$涨超4%，$毛戈平(01318)$涨超3%，$蜜雪集团(02097)$涨超2%。","content":"<html><head></head><body><p>11月12日，港股新消费概念股盘初走强，<a href=\"https://laohu8.com/S/02589\">沪上阿姨</a>涨超12%，<a href=\"https://laohu8.com/S/02517\">锅圈</a>涨超4%，<a href=\"https://laohu8.com/S/01318\">毛戈平</a>涨超3%，<a href=\"https://laohu8.com/S/02097\">蜜雪集团</a>涨超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/911dbb2c6d5fefdc9b170825f3648950\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></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\" 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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港股新消费概念股盘初走强！沪上阿姨涨超12%，锅圈涨超4%\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 09:39</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，港股新消费概念股盘初走强，<a href=\"https://laohu8.com/S/02589\">沪上阿姨</a>涨超12%，<a href=\"https://laohu8.com/S/02517\">锅圈</a>涨超4%，<a href=\"https://laohu8.com/S/01318\">毛戈平</a>涨超3%，<a href=\"https://laohu8.com/S/02097\">蜜雪集团</a>涨超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/911dbb2c6d5fefdc9b170825f3648950\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fdd8146eaf1597e47d74d44c5a3f31e3","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121303176","content_text":"11月12日，港股新消费概念股盘初走强，沪上阿姨涨超12%，锅圈涨超4%，毛戈平涨超3%，蜜雪集团涨超2%。","news_type":1,"symbols_score_info":{"01318":1,"02097":1,"02517":1,"02589":1}},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499230130402064,"gmtCreate":1762907317294,"gmtModify":1762907319598,"author":{"id":"4092876960691290","authorId":"4092876960691290","name":"加尔盖","avatar":"https://static.tigerbbs.com/075cfc3b1bd0b6318c298e59086d1ecd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092876960691290","authorIdStr":"4092876960691290"},"themes":[],"title":"","htmlText":"什么情况","listText":"什么情况","text":"什么情况","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499230130402064","repostId":"1109879239","repostType":4,"repost":{"id":"1109879239","kind":"news","pubTimestamp":1762904660,"share":"https://www.laohu8.com/m/news/1109879239?lang=&edition=full","pubTime":"2025-11-12 07:44","market":"us","language":"zh","title":"CoreWeave数据中心交付延迟，疑似Core Scientific问题","url":"https://stock-news.laohu8.com/highlight/detail?id=1109879239","media":"华尔街见闻","summary":"Jim Cramer认为位于德克萨斯、俄克拉荷马和北卡罗来纳州的延迟站点均与Core Scientific有关。AI基础设施提供商CoreWeave因关键的业绩指引不及预期而股价暴跌，市场普遍猜测其合作伙伴Core Scientific问题的根源。周二，CoreWeave股价收盘暴跌16%，此前该公司承认一个数据中心合作伙伴的延迟影响了运营。值得注意的是，CoreWeave今年早些时候曾试图以90亿美元收购Core Scientific，但遭到后者股东否决。市场对这一消息反应剧烈。在CoreWeave股价大跌的同时，被指为问题方的Core Scientific股价也重挫10%。","content":"<html><head></head><body><blockquote><p>在接受CNBC媒体采访时，CoreWeave首席执行官Mike Intrator最初称其为“单一数据中心的单一延迟”，随后又更正为“单一数据中心供应商”的问题。Jim Cramer则直接点名称，延迟的设施与Core Scientific有关，涉及德克萨斯州、俄克拉荷马州和北卡罗来纳州的多个项目。</p></blockquote><p style=\"text-align: justify;\">AI基础设施提供商CoreWeave因关键的业绩指引不及预期而股价暴跌，市场普遍猜测其合作伙伴Core Scientific是数据中心延迟交付的根源。</p><p style=\"text-align: justify;\">周二，CoreWeave股价收盘暴跌16%，创下大幅单日跌幅。此前一天华尔街见闻提及，该公司在下调了2025年的收入预期，并称第三方数据中心建设缓慢导致下调全年营收指引。</p><p style=\"text-align: justify;\">尽管CoreWeave首席执行官Mike Intrator在公开表态中试图淡化问题，但其模糊不清的措辞加剧了市场的不安。在接受CNBC媒体采访时，<strong>他最初称其为“单一数据中心的单一延迟”，随后又更正为“单一数据中心供应商”的问题</strong>。</p><p style=\"text-align: justify;\"><strong>然而，CNBC主持人Jim Cramer直接点名称，延迟的设施与Core Scientific有关，涉及德克萨斯州、俄克拉荷马州和北卡罗来纳州的多个项目。</strong></p><p style=\"text-align: justify;\">消息披露后，Core Scientific股价同日收盘下跌10%。CoreWeave今年早些时候试图以90亿美元收购该公司，但该交易最终被Core Scientific的股东投票否决。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9e12991c6fcd05b401f051c0634e30c\" tg-width=\"913\" tg-height=\"394\"/></p><p>（CoreWeave暴跌16%，Core Scientific重挫10%）</p><h2 id=\"id_1252681474\">延迟细节含糊不清</h2><p style=\"text-align: justify;\">在解释延迟问题时，CoreWeave管理层的表述在“一个数据中心”还是“一个供应商的多个数据中心”之间摇摆。</p><p style=\"text-align: justify;\">在周一的财报电话会上，CEO Mike Intrator在回答问题时暗示只有一个数据中心受到影响。他表示：</p><blockquote><p style=\"text-align: justify;\">我们有41个数据中心，只有一个数据中心的问题影响了我们。</p></blockquote><p style=\"text-align: justify;\">然而，公司首席财务官Nitin Agrawal在同一场会议上则表示：</p><blockquote><p style=\"text-align: justify;\">延迟源于一个单一的供应商，一个数据中心供应商合作伙伴。</p></blockquote><p style=\"text-align: justify;\">在财报会议上，当摩根大通证券分析师Mark Murphy问及延迟是否与Core Scientific有关时，Intrator拒绝指名。</p><p style=\"text-align: justify;\">当媒体就受影响的站点数量寻求评论时，CoreWeave也未提供具体数字。</p><p style=\"text-align: justify;\"><strong>尽管如此，Intrator在周二的采访中承认，CoreWeave已派遣“自己人员到现场”，与承包商和Core Scientific的团队“每一天”都在合作，以推动项目重回正轨。这一表态在很大程度上印证了市场的猜测。</strong></p><h2 id=\"b41d6ecb\">业绩指引下调与股价重挫</h2><p style=\"text-align: justify;\">尽管CoreWeave周一公布的第三季度业绩表现强劲，但未能阻止股价的下跌。</p><p style=\"text-align: justify;\">财报显示，公司该季度收入达到13.6亿美元，较去年同期的5.839亿美元增长134%。</p><p style=\"text-align: justify;\">然而，真正动摇投资者信心的是其对未来的展望。CoreWeave目前预计2025年全年收入将在50.5亿美元至51.5亿美元之间，低于分析师平均预期的52.9亿美元。</p><p style=\"text-align: justify;\">作为AI浪潮中的关键基础设施提供商，CoreWeave近期接连斩获巨额合同，展现了其强大的市场吸引力。</p><p style=\"text-align: justify;\"><strong>公司在9月宣布，同意为Meta提供价值142亿美元的AI云基础设施，几天前还将其与OpenAI的合同扩大至224亿美元。</strong></p><p style=\"text-align: justify;\">然而，巨大的合同订单需要强大的交付能力作为支撑。分析认为<strong>数据中心建设的延迟，直接威胁到公司将合同转化为实际收入的能力。</strong></p><p style=\"text-align: justify;\">尽管Intrator在电话会上向分析师保证，延迟不会影响其积压订单或合同的全部价值，但二级市场的剧烈反应表明，投资者对潜在的执行风险已高度警惕。</p></body></html>","source":"lsy1762389672944","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>CoreWeave数据中心交付延迟，疑似Core Scientific问题</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\">\nCoreWeave数据中心交付延迟，疑似Core Scientific问题\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-12 07:44 北京时间 <a href=https://wallstreetcn.com/articles/3759166><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在接受CNBC媒体采访时，CoreWeave首席执行官Mike Intrator最初称其为“单一数据中心的单一延迟”，随后又更正为“单一数据中心供应商”的问题。Jim Cramer则直接点名称，延迟的设施与Core Scientific有关，涉及德克萨斯州、俄克拉荷马州和北卡罗来纳州的多个项目。AI基础设施提供商CoreWeave因关键的业绩指引不及预期而股价暴跌，市场普遍猜测其合作伙伴Core ...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3759166\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"CRWV":"CoreWeave, Inc.","CORZ":"Core Scientific, Inc."},"source_url":"https://wallstreetcn.com/articles/3759166","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1109879239","content_text":"在接受CNBC媒体采访时，CoreWeave首席执行官Mike Intrator最初称其为“单一数据中心的单一延迟”，随后又更正为“单一数据中心供应商”的问题。Jim Cramer则直接点名称，延迟的设施与Core Scientific有关，涉及德克萨斯州、俄克拉荷马州和北卡罗来纳州的多个项目。AI基础设施提供商CoreWeave因关键的业绩指引不及预期而股价暴跌，市场普遍猜测其合作伙伴Core Scientific是数据中心延迟交付的根源。周二，CoreWeave股价收盘暴跌16%，创下大幅单日跌幅。此前一天华尔街见闻提及，该公司在下调了2025年的收入预期，并称第三方数据中心建设缓慢导致下调全年营收指引。尽管CoreWeave首席执行官Mike Intrator在公开表态中试图淡化问题，但其模糊不清的措辞加剧了市场的不安。在接受CNBC媒体采访时，他最初称其为“单一数据中心的单一延迟”，随后又更正为“单一数据中心供应商”的问题。然而，CNBC主持人Jim Cramer直接点名称，延迟的设施与Core Scientific有关，涉及德克萨斯州、俄克拉荷马州和北卡罗来纳州的多个项目。消息披露后，Core Scientific股价同日收盘下跌10%。CoreWeave今年早些时候试图以90亿美元收购该公司，但该交易最终被Core Scientific的股东投票否决。（CoreWeave暴跌16%，Core Scientific重挫10%）延迟细节含糊不清在解释延迟问题时，CoreWeave管理层的表述在“一个数据中心”还是“一个供应商的多个数据中心”之间摇摆。在周一的财报电话会上，CEO Mike Intrator在回答问题时暗示只有一个数据中心受到影响。他表示：我们有41个数据中心，只有一个数据中心的问题影响了我们。然而，公司首席财务官Nitin Agrawal在同一场会议上则表示：延迟源于一个单一的供应商，一个数据中心供应商合作伙伴。在财报会议上，当摩根大通证券分析师Mark Murphy问及延迟是否与Core Scientific有关时，Intrator拒绝指名。当媒体就受影响的站点数量寻求评论时，CoreWeave也未提供具体数字。尽管如此，Intrator在周二的采访中承认，CoreWeave已派遣“自己人员到现场”，与承包商和Core Scientific的团队“每一天”都在合作，以推动项目重回正轨。这一表态在很大程度上印证了市场的猜测。业绩指引下调与股价重挫尽管CoreWeave周一公布的第三季度业绩表现强劲，但未能阻止股价的下跌。财报显示，公司该季度收入达到13.6亿美元，较去年同期的5.839亿美元增长134%。然而，真正动摇投资者信心的是其对未来的展望。CoreWeave目前预计2025年全年收入将在50.5亿美元至51.5亿美元之间，低于分析师平均预期的52.9亿美元。作为AI浪潮中的关键基础设施提供商，CoreWeave近期接连斩获巨额合同，展现了其强大的市场吸引力。公司在9月宣布，同意为Meta提供价值142亿美元的AI云基础设施，几天前还将其与OpenAI的合同扩大至224亿美元。然而，巨大的合同订单需要强大的交付能力作为支撑。分析认为数据中心建设的延迟，直接威胁到公司将合同转化为实际收入的能力。尽管Intrator在电话会上向分析师保证，延迟不会影响其积压订单或合同的全部价值，但二级市场的剧烈反应表明，投资者对潜在的执行风险已高度警惕。","news_type":1,"symbols_score_info":{"CORZ":2,"CRWV":2}},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497848437510208,"gmtCreate":1762512799553,"gmtModify":1762512801624,"author":{"id":"4092876960691290","authorId":"4092876960691290","name":"加尔盖","avatar":"https://static.tigerbbs.com/075cfc3b1bd0b6318c298e59086d1ecd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092876960691290","authorIdStr":"4092876960691290"},"themes":[],"title":"","htmlText":"不知道如何","listText":"不知道如何","text":"不知道如何","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497848437510208","repostId":"2581028746","repostType":4,"repost":{"id":"2581028746","kind":"news","pubTimestamp":1762479870,"share":"https://www.laohu8.com/m/news/2581028746?lang=&edition=full","pubTime":"2025-11-07 09:44","market":"us","language":"zh","title":"特斯拉将建一座晶圆厂","url":"https://stock-news.laohu8.com/highlight/detail?id=2581028746","media":"半导体行业观察","summary":"然而，马斯克认为，光靠外部供应仍不足以支撑公司AI 与自驾技术长期发展，因此特斯拉“可能”将不得不自行建造一座“超大型晶圆厂”。特斯拉将部分AI5芯片的生产委托给三星晶圆代工，这具有三大关键意义。第二个含义是，在先进半导体竞争激烈的背景下，特斯拉正在抢占先机，确保与三星晶圆代工厂的合作。科技行业猜测，特斯拉将AI5订单分配给台积电和三星的决定可能是一项战略举措，旨在确保三星闲置的晶圆生产线得到充分利用。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO马斯克周四(6 日) 盘后于股东大会上表示，随着自动驾驶与机器人应用快速扩张，特斯拉需要自行建造一座大型晶圆厂，以满足未来庞大的运算需求，并透露公司可能与芯片大厂<a href=\"https://laohu8.com/S/INTC\">英特尔</a>展开合作。消息公布后，英特尔闻讯大涨近4%。</p><p>马斯克指出，特斯拉未来芯片制造将分散于台湾、南韩、亚利桑那州与德州等地，作为全球供应链的一部分。</p><p>然而，马斯克认为，光靠外部供应仍不足以支撑公司AI 与自驾技术长期发展，因此特斯拉“可能”将不得不自行建造一座“超大型晶圆厂”。</p><p>马斯克说，若不如此，将无法取得公司所需的大量芯片供应。他强调：“这件事非做不可。”</p><p>马斯克透露，目前特斯拉正全力投入芯片研发，“你可以看得出来，我现在对芯片片极度着迷。”</p><p>马斯克称，特斯拉目前尚未与任何公司签约，但“大概有必要与英特尔进行讨论”。受此消息激励，英特尔周四盘后一度闻讯大涨近4%。</p><p>马斯克还提及特斯拉与<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的差异。他表示，特斯拉需要大量“成本低、功耗低”的芯片，以支援旗下人形机器人与自驾车的运算需求，意味特斯拉可专注为自家软件量身打造芯片，相比之下，英伟达必须满足“所有过去与未来客户”的需求。</p><p><strong>特斯拉芯片，两巨头分食</strong></p><p>特斯拉首席执行官埃隆·马斯克在当地时间22日举行的公司第三季度财报电话会议上表示：“我想彻底澄清一点：AI5芯片将由<a href=\"https://laohu8.com/S/TSM\">台积电</a>和<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>共同生产。”此前，科技行业普遍认为，特斯拉既然将目前的AI4芯片委托给<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>代工，那么AI5芯片也会交给台积电，而AI6芯片则继续由三星代工。然而，马斯克透露AI5芯片的生产将由三星和台积电共同承担，这意味着三星实际上获得了一笔额外的订单。</p><p>特斯拉将部分AI5芯片的生产委托给三星晶圆代工，这具有三大关键意义。首先，这标志着三星晶圆代工技术的复苏。此前，由于良率低和性能问题，三星晶圆代工一直难以获得客户。三星于2022年开始采用GAA（Gate-All-Around，全方位栅极）工艺技术打造3纳米晶圆代工厂，放弃了原有的FinFET工艺。然而，良率（合格产品的比例）低于预期，量产计划也遭遇延误。甚至连原计划用于三星Galaxy S25的移动应用处理器Exynos 2500，也因良率低导致的供应问题而被<a href=\"https://laohu8.com/S/QCOM\">高通</a>芯片完全取代。客户流失，三星晶圆代工业务陷入困境。一位业内人士评论道：“三星曾凭借市场需求和B2B销售成为全球存储半导体领域的领导者，但在晶圆代工领域，却在交货期限管理和客户关系方面犯了错误。”</p><p>面对危机，三星将重心从追求速度转向巩固技术。它将原计划于2027年实现量产的1.4纳米工艺推迟到2029年，并集中精力提升2纳米工艺的良率。据科技行业人士透露，三星2纳米工艺的良率目前已提升至55%至60%。该公司计划在年底前将良率提升至70%。</p><p>第二个含义是，在先进半导体竞争激烈的背景下，特斯拉正在抢占先机，确保与三星晶圆代工厂的合作。马斯克强调，将AI5芯片的生产分配给三星和台积电，旨在“确保AI5芯片的充足供应”。目前，科技行业正竞相投资人工智能基础设施。在全球范围内，只有台积电、三星和英特尔能够采用3纳米以下的先进工艺生产芯片。考虑到英特尔尚未实现3纳米以下芯片的量产，台积电和三星仍然是企业唯一可靠的供应商。</p><p>科技行业猜测，特斯拉将AI5订单分配给台积电和三星的决定可能是一项战略举措，旨在确保三星闲置的晶圆生产线得到充分利用。台积电订单爆满，难以承接更多客户，而三星的生产线则相对空闲。特斯拉通过优先获得三星的产能，意在掌控AI芯片的供应。马斯克指出：“剩余的AI5芯片可以用于数据中心和其他应用。”</p><p>一些科技行业人士认为，台积电近期提价对三星来说是个好消息。据报道，台积电计划将其2纳米晶圆的生产成本较上一代产品提高约50%。受此影响，高通和联发科等公司正在考虑将三星晶圆代工作为替代方案。一位业内人士表示：“据称高通正在与三星合作测试样品，而三星则积极降价以争取客户，力图扭转颓势。”</p></body></html>","source":"bdthygc","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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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特斯拉将建一座晶圆厂\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-07 09:44 北京时间 <a href=https://mp.weixin.qq.com/s/P8q_Jt9Hw9YhPRXhXJrEcA><strong>半导体行业观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉CEO马斯克周四(6 日) 盘后于股东大会上表示，随着自动驾驶与机器人应用快速扩张，特斯拉需要自行建造一座大型晶圆厂，以满足未来庞大的运算需求，并透露公司可能与芯片大厂英特尔展开合作。消息公布后，英特尔闻讯大涨近4%。马斯克指出，特斯拉未来芯片制造将分散于台湾、南韩、亚利桑那州与德州等地，作为全球供应链的一部分。然而，马斯克认为，光靠外部供应仍不足以支撑公司AI 与自驾技术长期发展，因此...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/P8q_Jt9Hw9YhPRXhXJrEcA\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8c95dc9b62af63b498dce2238fb18ba3","relate_stocks":{"IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","BK4581":"高盛持仓","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4543":"AI","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" 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与自驾技术长期发展，因此特斯拉“可能”将不得不自行建造一座“超大型晶圆厂”。马斯克说，若不如此，将无法取得公司所需的大量芯片供应。他强调：“这件事非做不可。”马斯克透露，目前特斯拉正全力投入芯片研发，“你可以看得出来，我现在对芯片片极度着迷。”马斯克称，特斯拉目前尚未与任何公司签约，但“大概有必要与英特尔进行讨论”。受此消息激励，英特尔周四盘后一度闻讯大涨近4%。马斯克还提及特斯拉与英伟达的差异。他表示，特斯拉需要大量“成本低、功耗低”的芯片，以支援旗下人形机器人与自驾车的运算需求，意味特斯拉可专注为自家软件量身打造芯片，相比之下，英伟达必须满足“所有过去与未来客户”的需求。特斯拉芯片，两巨头分食特斯拉首席执行官埃隆·马斯克在当地时间22日举行的公司第三季度财报电话会议上表示：“我想彻底澄清一点：AI5芯片将由台积电和三星电子共同生产。”此前，科技行业普遍认为，特斯拉既然将目前的AI4芯片委托给三星代工，那么AI5芯片也会交给台积电，而AI6芯片则继续由三星代工。然而，马斯克透露AI5芯片的生产将由三星和台积电共同承担，这意味着三星实际上获得了一笔额外的订单。特斯拉将部分AI5芯片的生产委托给三星晶圆代工，这具有三大关键意义。首先，这标志着三星晶圆代工技术的复苏。此前，由于良率低和性能问题，三星晶圆代工一直难以获得客户。三星于2022年开始采用GAA（Gate-All-Around，全方位栅极）工艺技术打造3纳米晶圆代工厂，放弃了原有的FinFET工艺。然而，良率（合格产品的比例）低于预期，量产计划也遭遇延误。甚至连原计划用于三星Galaxy S25的移动应用处理器Exynos 2500，也因良率低导致的供应问题而被高通芯片完全取代。客户流失，三星晶圆代工业务陷入困境。一位业内人士评论道：“三星曾凭借市场需求和B2B销售成为全球存储半导体领域的领导者，但在晶圆代工领域，却在交货期限管理和客户关系方面犯了错误。”面对危机，三星将重心从追求速度转向巩固技术。它将原计划于2027年实现量产的1.4纳米工艺推迟到2029年，并集中精力提升2纳米工艺的良率。据科技行业人士透露，三星2纳米工艺的良率目前已提升至55%至60%。该公司计划在年底前将良率提升至70%。第二个含义是，在先进半导体竞争激烈的背景下，特斯拉正在抢占先机，确保与三星晶圆代工厂的合作。马斯克强调，将AI5芯片的生产分配给三星和台积电，旨在“确保AI5芯片的充足供应”。目前，科技行业正竞相投资人工智能基础设施。在全球范围内，只有台积电、三星和英特尔能够采用3纳米以下的先进工艺生产芯片。考虑到英特尔尚未实现3纳米以下芯片的量产，台积电和三星仍然是企业唯一可靠的供应商。科技行业猜测，特斯拉将AI5订单分配给台积电和三星的决定可能是一项战略举措，旨在确保三星闲置的晶圆生产线得到充分利用。台积电订单爆满，难以承接更多客户，而三星的生产线则相对空闲。特斯拉通过优先获得三星的产能，意在掌控AI芯片的供应。马斯克指出：“剩余的AI5芯片可以用于数据中心和其他应用。”一些科技行业人士认为，台积电近期提价对三星来说是个好消息。据报道，台积电计划将其2纳米晶圆的生产成本较上一代产品提高约50%。受此影响，高通和联发科等公司正在考虑将三星晶圆代工作为替代方案。一位业内人士表示：“据称高通正在与三星合作测试样品，而三星则积极降价以争取客户，力图扭转颓势。”","news_type":1,"symbols_score_info":{"INTC":0.9,"TSLA":1.5}},"isVote":1,"tweetType":1,"viewCount":25,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497623081214704,"gmtCreate":1762512688209,"gmtModify":1762512690557,"author":{"id":"4092876960691290","authorId":"4092876960691290","name":"加尔盖","avatar":"https://static.tigerbbs.com/075cfc3b1bd0b6318c298e59086d1ecd","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4092876960691290","authorIdStr":"4092876960691290"},"themes":[],"title":"","htmlText":"不错","listText":"不错","text":"不错","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497623081214704","repostId":"1102938984","repostType":4,"repost":{"id":"1102938984","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":1762501977,"share":"https://www.laohu8.com/m/news/1102938984?lang=&edition=full","pubTime":"2025-11-07 15:52","market":"hk","language":"zh","title":"港股新消费概念尾盘持续走弱，泡泡玛特跌超6%，沪上阿姨跌超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1102938984","media":"老虎资讯综合","summary":"布鲁可、茶百道、蜜雪集团跌超3%。","content":"<html><head></head><body><p>周五，港股新消费概念股尾盘持续走弱， <a href=\"https://laohu8.com/S/09992\">泡泡玛特</a> 跌超6%， <a href=\"https://laohu8.com/S/02589\">沪上阿姨</a> 跌超5%， <a href=\"https://laohu8.com/S/00325\">布鲁可</a> 、 <a href=\"https://laohu8.com/S/02555\">茶百道</a> 、 <a href=\"https://laohu8.com/S/02097\">蜜雪集团</a> 跌超3%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c73055d81e6118b71954c04f25a70d71\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca87628eb23cade9516d204ba9f4611d\" tg-width=\"560\" tg-height=\"240\"/></p><p></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\" 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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\">2025-11-07 15:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周五，港股新消费概念股尾盘持续走弱， <a href=\"https://laohu8.com/S/09992\">泡泡玛特</a> 跌超6%， <a href=\"https://laohu8.com/S/02589\">沪上阿姨</a> 跌超5%， <a href=\"https://laohu8.com/S/00325\">布鲁可</a> 、 <a href=\"https://laohu8.com/S/02555\">茶百道</a> 、 <a href=\"https://laohu8.com/S/02097\">蜜雪集团</a> 跌超3%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c73055d81e6118b71954c04f25a70d71\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ca87628eb23cade9516d204ba9f4611d\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/885447e000f5e02536cd166eeda13f45","relate_stocks":{"02589":"沪上阿姨","02555":"茶百道","00325":"布鲁可","09992":"泡泡玛特","02097":"蜜雪集团"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1102938984","content_text":"周五，港股新消费概念股尾盘持续走弱， 泡泡玛特 跌超6%， 沪上阿姨 跌超5%， 布鲁可 、 茶百道 、 蜜雪集团 跌超3%。","news_type":1,"symbols_score_info":{"00325":2,"02097":2,"02555":2,"02589":2,"09992":2}},"isVote":1,"tweetType":1,"viewCount":10,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}