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好运0001
好运0001
·
09-18
Amd怎么办
英特尔暴涨32%!英伟达斥资50亿美元入股英特尔,联手开发PC与数据中心芯片
英特尔盘前涨超16%!英伟达将斥资50亿美元收购英特尔股份,作为新合作伙伴关系的一部分。
英特尔暴涨32%!英伟达斥资50亿美元入股英特尔,联手开发PC与数据中心芯片
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好运0001
好运0001
·
2024-08-01
跌5%都可以
盘前异动 | 半导体行业普跌,高通跌超2%,英伟达一度跌超1%
本周四(8月1日)盘前,美股半导体行业普跌, $高通(QCOM)$ 跌超2%,$英伟达(NVDA)$跌超1%, $台积电(TSM)$ , $美国超微公司(AMD)$ 跌近1%:此前 $ARM Holdings Ltd(ARM)$ 公布的全年营收指引不振,下调关键业务增长预期,一定程度上影响了市场对半导体行业的乐观预期。
盘前异动 | 半导体行业普跌,高通跌超2%,英伟达一度跌超1%
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19:02","market":"us","language":"zh","title":"英特尔暴涨32%!英伟达斥资50亿美元入股英特尔,联手开发PC与数据中心芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=1125358042","media":"老虎资讯综合","summary":"英特尔盘前涨超16%!英伟达将斥资50亿美元收购英特尔股份,作为新合作伙伴关系的一部分。","content":"<html><head></head><body><blockquote><p>英特尔将在新一代PC芯片中引入英伟达的图形处理技术,并为基于英伟达硬件构建的数据中心产品提供处理器支持。</p></blockquote><p>9月18日,<a href=\"https://laohu8.com/S/INTC\">英特尔</a>盘前涨幅扩大至32%,英伟达涨超3%。 消息方面:英伟达斥资50亿美元入股英特尔,联手开发PC与数据中心芯片。</p><p>双方将围绕个人计算与数据中心领域展开深度合作。这一出人意料的“联手”不仅为英特尔注入了关键资金,也标志着芯片行业竞争格局正在发生剧烈变化。</p><p>受此消息影响,英特尔盘前大涨超32%,英伟达涨超3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/759016e37c5c9b1fb02fe0790232cfde\" title=\"\" tg-width=\"909\" tg-height=\"572\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68cf4784937e10346db07feb318d16ac\" title=\"\" tg-width=\"903\" tg-height=\"582\"/></p><p style=\"text-align: justify;\">根据双方周四披露的协议,<strong>英伟达将以每股23.28美元购入英特尔普通股,较前一日收盘价折让约6.5%。</strong>截至周三收盘,英特尔市值约1160亿美元,<strong>此次交易意味着英伟达持股不足5%。</strong>相比之下,英伟达的市值已超过4万亿美元,是全球半导体行业的绝对主导者。</p><p style=\"text-align: justify;\">双方合作内容方面,<strong>英特尔将在新一代PC芯片中引入英伟达的图形处理技术,并为基于英伟达硬件构建的数据中心产品提供处理器支持。</strong>尽管具体产品上市时间尚未确定,两家公司强调此次合作不会改变各自的独立发展战略。</p><p>这笔资金注入对英特尔意义重大。近年来,英特尔在高性能芯片市场节节败退,无法凭借现有业务独立承担先进制程研发的巨额投入。就在过去几个月,英特尔已先后获得美国政府约10%的持股支持、日本软银20亿美元的战略投资,并通过出售资产加速融资,特朗普也亲自充当推销员。英伟达的加入,进一步稳固了这家老牌芯片巨头的资金链。</p><h2 id=\"id_34006313\" style=\"text-align: start;\">联合开发面向PC与数据中心的芯片,剑指AMD</h2><p style=\"text-align: justify;\">这场“联姻”使得昔日的劲敌关系发生转变。英伟达首席执行官黄仁勋在声明中表示:</p><p style=\"text-align: justify;\">“这一历史性的合作,将英伟达的AI与加速计算堆栈,与英特尔的CPU和庞大的x86生态紧密结合。我们将共同扩展生态系统,为下一代计算时代奠定基础。”</p><p style=\"text-align: justify;\">根据声明,双方合作内容包括:</p><ul style=\"\"><li><p><strong>英特尔将在PC芯片中整合英伟达的图形处理单元,以更好地与AMD竞争;</strong></p></li><li><p><strong>在数据中心领域,英特尔将为英伟达的AI集群提供通用处理器,补充后者加速芯片在通用计算上的不足。</strong></p></li></ul><p style=\"text-align: justify;\">英特尔首席执行官陈立武(Lip-Bu Tan)表示:</p><p style=\"text-align: justify;\">“感谢英伟达的信任,x86架构数十年来一直是现代计算的基石,我们将继续推动创新,满足未来的计算需求。”</p><p style=\"text-align: justify;\">英伟达目前仍在使用Arm技术设计自家处理器,并强调这一计划不会改变。</p><p style=\"text-align: justify;\">事实上,早在2022年,英特尔的营收还超过英伟达两倍。然而,随着AI浪潮来临,英伟达凭借提前布局的加速芯片与软件生态占据领先地位,今年预计营收将达到2000亿美元,其数据中心业务单独规模已超过其他任何一家芯片公司的总销售额。相比之下,英特尔在AI计算和先进制程上落后,被迫依赖台积电生产高端产品。</p><p style=\"text-align: justify;\">在新任CEO陈立武的带领下,英特尔正推行更开放的战略,主动寻求合作,并向外部公司开放工厂产能。此次携手英伟达,被视为其务实转型的重要一步。</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>英特尔暴涨32%!英伟达斥资50亿美元入股英特尔,联手开发PC与数据中心芯片</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英特尔暴涨32%!英伟达斥资50亿美元入股英特尔,联手开发PC与数据中心芯片\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\">2025-09-18 19:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>英特尔将在新一代PC芯片中引入英伟达的图形处理技术,并为基于英伟达硬件构建的数据中心产品提供处理器支持。</p></blockquote><p>9月18日,<a href=\"https://laohu8.com/S/INTC\">英特尔</a>盘前涨幅扩大至32%,英伟达涨超3%。 消息方面:英伟达斥资50亿美元入股英特尔,联手开发PC与数据中心芯片。</p><p>双方将围绕个人计算与数据中心领域展开深度合作。这一出人意料的“联手”不仅为英特尔注入了关键资金,也标志着芯片行业竞争格局正在发生剧烈变化。</p><p>受此消息影响,英特尔盘前大涨超32%,英伟达涨超3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/759016e37c5c9b1fb02fe0790232cfde\" title=\"\" tg-width=\"909\" tg-height=\"572\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/68cf4784937e10346db07feb318d16ac\" title=\"\" tg-width=\"903\" tg-height=\"582\"/></p><p style=\"text-align: justify;\">根据双方周四披露的协议,<strong>英伟达将以每股23.28美元购入英特尔普通股,较前一日收盘价折让约6.5%。</strong>截至周三收盘,英特尔市值约1160亿美元,<strong>此次交易意味着英伟达持股不足5%。</strong>相比之下,英伟达的市值已超过4万亿美元,是全球半导体行业的绝对主导者。</p><p style=\"text-align: justify;\">双方合作内容方面,<strong>英特尔将在新一代PC芯片中引入英伟达的图形处理技术,并为基于英伟达硬件构建的数据中心产品提供处理器支持。</strong>尽管具体产品上市时间尚未确定,两家公司强调此次合作不会改变各自的独立发展战略。</p><p>这笔资金注入对英特尔意义重大。近年来,英特尔在高性能芯片市场节节败退,无法凭借现有业务独立承担先进制程研发的巨额投入。就在过去几个月,英特尔已先后获得美国政府约10%的持股支持、日本软银20亿美元的战略投资,并通过出售资产加速融资,特朗普也亲自充当推销员。英伟达的加入,进一步稳固了这家老牌芯片巨头的资金链。</p><h2 id=\"id_34006313\" style=\"text-align: start;\">联合开发面向PC与数据中心的芯片,剑指AMD</h2><p style=\"text-align: justify;\">这场“联姻”使得昔日的劲敌关系发生转变。英伟达首席执行官黄仁勋在声明中表示:</p><p style=\"text-align: justify;\">“这一历史性的合作,将英伟达的AI与加速计算堆栈,与英特尔的CPU和庞大的x86生态紧密结合。我们将共同扩展生态系统,为下一代计算时代奠定基础。”</p><p style=\"text-align: justify;\">根据声明,双方合作内容包括:</p><ul style=\"\"><li><p><strong>英特尔将在PC芯片中整合英伟达的图形处理单元,以更好地与AMD竞争;</strong></p></li><li><p><strong>在数据中心领域,英特尔将为英伟达的AI集群提供通用处理器,补充后者加速芯片在通用计算上的不足。</strong></p></li></ul><p style=\"text-align: justify;\">英特尔首席执行官陈立武(Lip-Bu Tan)表示:</p><p style=\"text-align: justify;\">“感谢英伟达的信任,x86架构数十年来一直是现代计算的基石,我们将继续推动创新,满足未来的计算需求。”</p><p style=\"text-align: justify;\">英伟达目前仍在使用Arm技术设计自家处理器,并强调这一计划不会改变。</p><p style=\"text-align: justify;\">事实上,早在2022年,英特尔的营收还超过英伟达两倍。然而,随着AI浪潮来临,英伟达凭借提前布局的加速芯片与软件生态占据领先地位,今年预计营收将达到2000亿美元,其数据中心业务单独规模已超过其他任何一家芯片公司的总销售额。相比之下,英特尔在AI计算和先进制程上落后,被迫依赖台积电生产高端产品。</p><p style=\"text-align: justify;\">在新任CEO陈立武的带领下,英特尔正推行更开放的战略,主动寻求合作,并向外部公司开放工厂产能。此次携手英伟达,被视为其务实转型的重要一步。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"NVDA":"英伟达","INTC":"英特尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125358042","content_text":"英特尔将在新一代PC芯片中引入英伟达的图形处理技术,并为基于英伟达硬件构建的数据中心产品提供处理器支持。9月18日,英特尔盘前涨幅扩大至32%,英伟达涨超3%。 消息方面:英伟达斥资50亿美元入股英特尔,联手开发PC与数据中心芯片。双方将围绕个人计算与数据中心领域展开深度合作。这一出人意料的“联手”不仅为英特尔注入了关键资金,也标志着芯片行业竞争格局正在发生剧烈变化。受此消息影响,英特尔盘前大涨超32%,英伟达涨超3%。根据双方周四披露的协议,英伟达将以每股23.28美元购入英特尔普通股,较前一日收盘价折让约6.5%。截至周三收盘,英特尔市值约1160亿美元,此次交易意味着英伟达持股不足5%。相比之下,英伟达的市值已超过4万亿美元,是全球半导体行业的绝对主导者。双方合作内容方面,英特尔将在新一代PC芯片中引入英伟达的图形处理技术,并为基于英伟达硬件构建的数据中心产品提供处理器支持。尽管具体产品上市时间尚未确定,两家公司强调此次合作不会改变各自的独立发展战略。这笔资金注入对英特尔意义重大。近年来,英特尔在高性能芯片市场节节败退,无法凭借现有业务独立承担先进制程研发的巨额投入。就在过去几个月,英特尔已先后获得美国政府约10%的持股支持、日本软银20亿美元的战略投资,并通过出售资产加速融资,特朗普也亲自充当推销员。英伟达的加入,进一步稳固了这家老牌芯片巨头的资金链。联合开发面向PC与数据中心的芯片,剑指AMD这场“联姻”使得昔日的劲敌关系发生转变。英伟达首席执行官黄仁勋在声明中表示:“这一历史性的合作,将英伟达的AI与加速计算堆栈,与英特尔的CPU和庞大的x86生态紧密结合。我们将共同扩展生态系统,为下一代计算时代奠定基础。”根据声明,双方合作内容包括:英特尔将在PC芯片中整合英伟达的图形处理单元,以更好地与AMD竞争;在数据中心领域,英特尔将为英伟达的AI集群提供通用处理器,补充后者加速芯片在通用计算上的不足。英特尔首席执行官陈立武(Lip-Bu Tan)表示:“感谢英伟达的信任,x86架构数十年来一直是现代计算的基石,我们将继续推动创新,满足未来的计算需求。”英伟达目前仍在使用Arm技术设计自家处理器,并强调这一计划不会改变。事实上,早在2022年,英特尔的营收还超过英伟达两倍。然而,随着AI浪潮来临,英伟达凭借提前布局的加速芯片与软件生态占据领先地位,今年预计营收将达到2000亿美元,其数据中心业务单独规模已超过其他任何一家芯片公司的总销售额。相比之下,英特尔在AI计算和先进制程上落后,被迫依赖台积电生产高端产品。在新任CEO陈立武的带领下,英特尔正推行更开放的战略,主动寻求合作,并向外部公司开放工厂产能。此次携手英伟达,被视为其务实转型的重要一步。","news_type":1,"symbols_score_info":{"INTC":1.1,"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333747488587856,"gmtCreate":1722501065045,"gmtModify":1722501442100,"author":{"id":"4131861161648800","authorId":"4131861161648800","name":"好运0001","avatar":"https://static.tigerbbs.com/85ad1a0dbaaa4b06ff4c2c0c051b0916","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4131861161648800","authorIdStr":"4131861161648800"},"themes":[],"htmlText":"跌5%都可以","listText":"跌5%都可以","text":"跌5%都可以","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333747488587856","repostId":"1166491795","repostType":2,"repost":{"id":"1166491795","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":1722500176,"share":"https://www.laohu8.com/m/news/1166491795?lang=&edition=full","pubTime":"2024-08-01 16:16","market":"us","language":"zh","title":"盘前异动 | 半导体行业普跌,高通跌超2%,英伟达一度跌超1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1166491795","media":"老虎资讯综合","summary":"本周四(8月1日)盘前,美股半导体行业普跌, $高通(QCOM)$ 跌超2%,$英伟达(NVDA)$跌超1%, $台积电(TSM)$ , $美国超微公司(AMD)$ 跌近1%:此前 $ARM Holdings Ltd(ARM)$ 公布的全年营收指引不振,下调关键业务增长预期,一定程度上影响了市场对半导体行业的乐观预期。","content":"<html><head></head><body><p>本周四(8月1日)盘前,美股半导体行业普跌, <a href=\"https://laohu8.com/S/QCOM\">高通</a> 跌超2%,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌超1%, <a href=\"https://laohu8.com/S/TSM\">台积电</a> , <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a> 跌近1%:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d1fe7a97c8d9cdb9c63ab2504354af9\" title=\"\" tg-width=\"1087\" tg-height=\"354\"/></p><p>此前 <a href=\"https://laohu8.com/S/ARM\">ARM Holdings Ltd</a> 公布的全年营收指引不振,下调关键业务增长预期,一定程度上影响了市场对半导体行业的乐观预期。</p><p>此外,美国正考虑对中国获得AI存储器芯片实施贸易限制,新限制可能在下个月即出台,高通曾警告称,贸易限制将对芯片行业带来负面影响。</p></body></html>","collect":0,"html":"<!DOCTYPE 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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\">2024-08-01 16:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>本周四(8月1日)盘前,美股半导体行业普跌, <a href=\"https://laohu8.com/S/QCOM\">高通</a> 跌超2%,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌超1%, <a href=\"https://laohu8.com/S/TSM\">台积电</a> , <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a> 跌近1%:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d1fe7a97c8d9cdb9c63ab2504354af9\" title=\"\" tg-width=\"1087\" tg-height=\"354\"/></p><p>此前 <a href=\"https://laohu8.com/S/ARM\">ARM Holdings Ltd</a> 公布的全年营收指引不振,下调关键业务增长预期,一定程度上影响了市场对半导体行业的乐观预期。</p><p>此外,美国正考虑对中国获得AI存储器芯片实施贸易限制,新限制可能在下个月即出台,高通曾警告称,贸易限制将对芯片行业带来负面影响。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"159582":"半导体","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4549":"软银资本持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4548":"巴美列捷福持仓","NVDA":"英伟达","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","LU1261432733.SGD":"Fidelity World A-ACC-SGD","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","QCOM":"高通","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166491795","content_text":"本周四(8月1日)盘前,美股半导体行业普跌, 高通 跌超2%,英伟达跌超1%, 台积电 , 美国超微公司 跌近1%:此前 ARM Holdings Ltd 公布的全年营收指引不振,下调关键业务增长预期,一定程度上影响了市场对半导体行业的乐观预期。此外,美国正考虑对中国获得AI存储器芯片实施贸易限制,新限制可能在下个月即出台,高通曾警告称,贸易限制将对芯片行业带来负面影响。","news_type":1,"symbols_score_info":{"159582":1,"NVDA":1,"QCOM":1}},"isVote":1,"tweetType":1,"viewCount":2128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}