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山顶老虎跑得快
山顶老虎跑得快
·
09-09
把美团活埋吗
知情人士:阿里明日业务发布会与“口碑网”及自营团购业务无关
的确与高德相关。
知情人士:阿里明日业务发布会与“口碑网”及自营团购业务无关
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山顶老虎跑得快
山顶老虎跑得快
·
09-02
想要好服务可以用顺丰京东,享受低价还一堆要求就不合适了
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山顶老虎跑得快
山顶老虎跑得快
·
08-19
直接全搬过去吧,估值直接五万亿美元
台积电美国芯片制造初见成效,先进制程布局稳步推进
今年第二季度,台积电凭借在先进制程技术上的领先优势,实现了亮眼的财务表现。更值得注意的是,台积电在美国的芯片制造投资开始显现成效。根据规划,台积电在美国的总投资将达1650亿美元。在美国发展先进半导体制造并非易事。在这样的背景下,台积电的美国工厂能够迅速实现盈利,无疑是一个积极信号,表明在美国进行高端半导体制造具备可行性。根据公司规划,未来其至少有30%的先进制程产能将设在美国。
台积电美国芯片制造初见成效,先进制程布局稳步推进
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山顶老虎跑得快
山顶老虎跑得快
·
05-06
小股东表示很欣慰
阿里通义千问3登顶全球权威开源模型测评榜
关键能力上超越顶级闭源模型。
阿里通义千问3登顶全球权威开源模型测评榜
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山顶老虎跑得快
山顶老虎跑得快
·
04-27
不及预期然后大涨么
下周,“关税冲击最大”的两大科技巨头要对市场发声了
下周亚马逊和苹果将公布财报,它们可能是关税风暴中受冲击最严重的两大科技巨头。前者严重依赖亚洲供应商和零售商,后者则可能因消费者提前购买行为而短期受益但长期承压。
下周,“关税冲击最大”的两大科技巨头要对市场发声了
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山顶老虎跑得快
山顶老虎跑得快
·
04-24
这票本身也不是靠业绩上去的啊
非常抱歉,此主贴已删除
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山顶老虎跑得快
山顶老虎跑得快
·
04-13
咱们能不能给他弄个出口税[贱笑]
美方豁免部分商品“对等关税”,苹果等美国科技业躲过“末日场景”
特朗普宣布将在周一公布有关半导体关税的详细信息,未来仍具巨大不确定性。据新华社,美国海关与边境保护局11日晚宣布,联邦政府已同意对智能手机、电脑、芯片等电子产品免除所谓“对等关税”。此次对热门消费电子产品和关键零部件的关税豁免,为苹果、英伟达等美国科技巨头提供了巨大缓解,Wedbush分析师Dan Ives周六在X平台发文称,这是“对科技投资者而言最好的消息”。
美方豁免部分商品“对等关税”,苹果等美国科技业躲过“末日场景”
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山顶老虎跑得快
山顶老虎跑得快
·
2024-08-13
社区的大佬们咨询个问题,哪里能看到美股相关指数或者ETF的历史市盈率数据
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tg-height=\"125\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d752152b73947ff2f4b1c08ab9eecc39","relate_stocks":{"09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180541703","content_text":"从知情人士处获悉,阿里巴巴明日业务发布会与“口碑网”及自营团购业务无关。阿里明日(9月10日)将在杭州西溪园区举行业务发布会,因内容处于保密状态,而引发外界广泛关注。对此,从可靠信源获悉,明日业务发布会的确与高德相关,且将发布一个跟高德有关的产品。(蓝鲸新闻)截至发稿,阿里巴巴盘前涨约3%。","news_type":1,"symbols_score_info":{"09988":1.1,"BABA":1.1}},"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":474053442617552,"gmtCreate":1756767774595,"gmtModify":1756776715266,"author":{"id":"4185754346911022","authorId":"4185754346911022","name":"山顶老虎跑得快","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185754346911022","authorIdStr":"4185754346911022"},"themes":[],"htmlText":"想要好服务可以用顺丰京东,享受低价还一堆要求就不合适了","listText":"想要好服务可以用顺丰京东,享受低价还一堆要求就不合适了","text":"想要好服务可以用顺丰京东,享受低价还一堆要求就不合适了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474053442617552","isVote":1,"tweetType":1,"viewCount":790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469269298319904,"gmtCreate":1755599005086,"gmtModify":1755599006802,"author":{"id":"4185754346911022","authorId":"4185754346911022","name":"山顶老虎跑得快","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185754346911022","authorIdStr":"4185754346911022"},"themes":[],"htmlText":"直接全搬过去吧,估值直接五万亿美元","listText":"直接全搬过去吧,估值直接五万亿美元","text":"直接全搬过去吧,估值直接五万亿美元","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469269298319904","repostId":"2560072158","repostType":2,"repost":{"id":"2560072158","kind":"news","pubTimestamp":1755537665,"share":"https://www.laohu8.com/m/news/2560072158?lang=&edition=full","pubTime":"2025-08-19 01:21","market":"us","language":"zh","title":"台积电美国芯片制造初见成效,先进制程布局稳步推进","url":"https://stock-news.laohu8.com/highlight/detail?id=2560072158","media":"中关村在线","summary":"今年第二季度,台积电凭借在先进制程技术上的领先优势,实现了亮眼的财务表现。更值得注意的是,台积电在美国的芯片制造投资开始显现成效。根据规划,台积电在美国的总投资将达1650亿美元。在美国发展先进半导体制造并非易事。在这样的背景下,台积电的美国工厂能够迅速实现盈利,无疑是一个积极信号,表明在美国进行高端半导体制造具备可行性。根据公司规划,未来其至少有30%的先进制程产能将设在美国。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20250819095813578d152cg8tx07tx2w\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20250819095819280d15265wsrz6a7ug\"/><p>今年第二季度,<a href=\"https://laohu8.com/S/TSM\">台积电</a>凭借在先进制程技术上的领先优势,实现了亮眼的财务表现。公司税后<span>净利润</span>达到3982.7亿新台币,较去年同期增长超过60%,净利润率高达42.7%,显示出强劲的盈利能力。</p><p>更值得注意的是,台积电在美国的芯片制造投资开始显现成效。其美国子公司当季实现了42.3亿新台币的税后利润,尽管这一数字在公司整体利润中占比不大,但意义深远,标志着美国芯片制造布局迈出了关键一步。</p><p>根据规划,台积电在美国的总投资将达1650亿美元。即便有美国芯片法案提供的数十亿美元补贴,这笔投资的规模依然庞大,也让外界对这笔资金的回报产生诸多疑问。</p><p>在美国发展先进半导体制造并非易事。本土最大的半导体制造商<a href=\"https://laohu8.com/S/INTC\">英特尔</a>近年来陷入困境,先进制程研发要么亏损严重,要么面临投资放缓甚至停滞的风险。在这样的背景下,台积电的美国工厂能够迅速实现盈利,无疑是一个积极信号,表明在美国进行高端半导体制造具备可行性。</p><p>过去有诸多报道指出,美国在建厂成本、人才招聘等方面存在显著挑战,特别是稳定的技术工人难以保障。台积电的实践则显示出,这些问题虽然存在,但并非无法克服。</p><p>目前,台积电在美国亚利桑那州建设的第一座工厂P1已经正式投产,采用的是4nm制程工艺,产能已被<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>等主要客户预订一空。第二座工厂P2将用于生产3nm工艺产品,目前建筑主体已完工,即将进入设备安装阶段,预计要到明年第三季度才能完成机台移入。</p><p>未来,台积电还计划在当地建设第三、第四座晶圆厂以及配套的先进封装测试设施。2nm乃至更先进的1.4nm工艺也将逐步转移到美国生产。根据公司规划,未来其至少有30%的先进制程产能将设在美国。</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>台积电美国芯片制造初见成效,先进制程布局稳步推进</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台积电美国芯片制造初见成效,先进制程布局稳步推进\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-19 01:21 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025081909582494ec352d&s=b><strong>中关村在线</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今年第二季度,台积电凭借在先进制程技术上的领先优势,实现了亮眼的财务表现。公司税后净利润达到3982.7亿新台币,较去年同期增长超过60%,净利润率高达42.7%,显示出强劲的盈利能力。更值得注意的是,台积电在美国的芯片制造投资开始显现成效。其美国子公司当季实现了42.3亿新台币的税后利润,尽管这一数字在公司整体利润中占比不大,但意义深远,标志着美国芯片制造布局迈出了关键一步。根据规划,台积电在...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025081909582494ec352d&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","BK4612":"AI芯片","LU0056508442.USD":"贝莱德世界科技基金A2","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0878004406.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) INC","BK4588":"碎股","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU0289960550.SGD":"AB FCP I - GLOBAL 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025081909582494ec352d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2560072158","content_text":"今年第二季度,台积电凭借在先进制程技术上的领先优势,实现了亮眼的财务表现。公司税后净利润达到3982.7亿新台币,较去年同期增长超过60%,净利润率高达42.7%,显示出强劲的盈利能力。更值得注意的是,台积电在美国的芯片制造投资开始显现成效。其美国子公司当季实现了42.3亿新台币的税后利润,尽管这一数字在公司整体利润中占比不大,但意义深远,标志着美国芯片制造布局迈出了关键一步。根据规划,台积电在美国的总投资将达1650亿美元。即便有美国芯片法案提供的数十亿美元补贴,这笔投资的规模依然庞大,也让外界对这笔资金的回报产生诸多疑问。在美国发展先进半导体制造并非易事。本土最大的半导体制造商英特尔近年来陷入困境,先进制程研发要么亏损严重,要么面临投资放缓甚至停滞的风险。在这样的背景下,台积电的美国工厂能够迅速实现盈利,无疑是一个积极信号,表明在美国进行高端半导体制造具备可行性。过去有诸多报道指出,美国在建厂成本、人才招聘等方面存在显著挑战,特别是稳定的技术工人难以保障。台积电的实践则显示出,这些问题虽然存在,但并非无法克服。目前,台积电在美国亚利桑那州建设的第一座工厂P1已经正式投产,采用的是4nm制程工艺,产能已被苹果、AMD等主要客户预订一空。第二座工厂P2将用于生产3nm工艺产品,目前建筑主体已完工,即将进入设备安装阶段,预计要到明年第三季度才能完成机台移入。未来,台积电还计划在当地建设第三、第四座晶圆厂以及配套的先进封装测试设施。2nm乃至更先进的1.4nm工艺也将逐步转移到美国生产。根据公司规划,未来其至少有30%的先进制程产能将设在美国。","news_type":1,"symbols_score_info":{"03145":0.6,"TSM":1}},"isVote":1,"tweetType":1,"viewCount":279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432156230721760,"gmtCreate":1746519253392,"gmtModify":1746519255168,"author":{"id":"4185754346911022","authorId":"4185754346911022","name":"山顶老虎跑得快","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185754346911022","authorIdStr":"4185754346911022"},"themes":[],"htmlText":"小股东表示很欣慰","listText":"小股东表示很欣慰","text":"小股东表示很欣慰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432156230721760","repostId":"1124185912","repostType":4,"repost":{"id":"1124185912","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":1746516184,"share":"https://www.laohu8.com/m/news/1124185912?lang=&edition=full","pubTime":"2025-05-06 15:23","market":"hk","language":"zh","title":"阿里通义千问3登顶全球权威开源模型测评榜","url":"https://stock-news.laohu8.com/highlight/detail?id=1124185912","media":"老虎资讯综合","summary":"关键能力上超越顶级闭源模型。","content":"<html><head></head><body><p>记者5月6日获悉,国际权威大模型测评榜LiveBench公布了最新一期排名,阿里巴巴开源的新一代通义千问模型Qwen3(简称“千问3”)斩获全球开源模型冠军,并在指令遵循(Instruction Following)这一关键能力上超越o3 High、o4-Mini High、Gemini 2.5 pro等顶级闭源模型,位列全球第一。</p><p>据了解,LiveBench榜单由图灵奖得主、Meta首席AI科学家杨立昆(Yann LeCun)联合纽约大学等机构推出,从数学、推理、编程、语言理解等多个复杂维度全面评估大模型。因其采用动态更新的题库,被誉为“全球首个无法作弊的模型基准测试”。(上证报)</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>阿里通义千问3登顶全球权威开源模型测评榜</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阿里通义千问3登顶全球权威开源模型测评榜\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\">2025-05-06 15:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>记者5月6日获悉,国际权威大模型测评榜LiveBench公布了最新一期排名,阿里巴巴开源的新一代通义千问模型Qwen3(简称“千问3”)斩获全球开源模型冠军,并在指令遵循(Instruction Following)这一关键能力上超越o3 High、o4-Mini High、Gemini 2.5 pro等顶级闭源模型,位列全球第一。</p><p>据了解,LiveBench榜单由图灵奖得主、Meta首席AI科学家杨立昆(Yann LeCun)联合纽约大学等机构推出,从数学、推理、编程、语言理解等多个复杂维度全面评估大模型。因其采用动态更新的题库,被誉为“全球首个无法作弊的模型基准测试”。(上证报)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3cb8d2b1ebc6168c90e5d8fbeb07cb7a","relate_stocks":{"BABA":"阿里巴巴","09988":"阿里巴巴-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124185912","content_text":"记者5月6日获悉,国际权威大模型测评榜LiveBench公布了最新一期排名,阿里巴巴开源的新一代通义千问模型Qwen3(简称“千问3”)斩获全球开源模型冠军,并在指令遵循(Instruction Following)这一关键能力上超越o3 High、o4-Mini High、Gemini 2.5 pro等顶级闭源模型,位列全球第一。据了解,LiveBench榜单由图灵奖得主、Meta首席AI科学家杨立昆(Yann LeCun)联合纽约大学等机构推出,从数学、推理、编程、语言理解等多个复杂维度全面评估大模型。因其采用动态更新的题库,被誉为“全球首个无法作弊的模型基准测试”。(上证报)","news_type":1,"symbols_score_info":{"09988":1.1,"BABA":1.1}},"isVote":1,"tweetType":1,"viewCount":764,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":428925270810840,"gmtCreate":1745725822985,"gmtModify":1745729440111,"author":{"id":"4185754346911022","authorId":"4185754346911022","name":"山顶老虎跑得快","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185754346911022","authorIdStr":"4185754346911022"},"themes":[],"htmlText":"不及预期然后大涨么","listText":"不及预期然后大涨么","text":"不及预期然后大涨么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/428925270810840","repostId":"2530110570","repostType":2,"repost":{"id":"2530110570","kind":"news","pubTimestamp":1745720540,"share":"https://www.laohu8.com/m/news/2530110570?lang=&edition=full","pubTime":"2025-04-27 10:22","market":"us","language":"zh","title":"下周,“关税冲击最大”的两大科技巨头要对市场发声了","url":"https://stock-news.laohu8.com/highlight/detail?id=2530110570","media":"华尔街见闻","summary":"下周亚马逊和苹果将公布财报,它们可能是关税风暴中受冲击最严重的两大科技巨头。前者严重依赖亚洲供应商和零售商,后者则可能因消费者提前购买行为而短期受益但长期承压。","content":"<html><head></head><body><blockquote><p>下周亚马逊和苹果将公布财报,它们可能是关税风暴中受冲击最严重的两大科技巨头。前者严重依赖亚洲供应商和零售商,后者则可能因消费者提前购买行为而短期受益但长期承压。</p></blockquote><p style=\"text-align: justify;\">特朗普关税下的科技巨头财报周来袭,"关税受害者"们终于要正面回应这场风暴可能的冲击。</p><p style=\"text-align: justify;\">下周,当Meta、微软、亚马逊、苹果和Spotify等科技巨头陆续公布财报时,投资者将密切关注其供应链和从海外进口产品面临的潜在关税打击。</p><p style=\"text-align: justify;\">根据综合分析,亚马逊和苹果可能是关税风暴中受冲击最严重的两大科技巨头。<strong>亚马逊将于下周四美股盘后公布财报,</strong>公司不仅广告业务可能受到冲击,其严重依赖亚洲供应商和零售商的市场收入也必将遭受特朗普关税的痛击。</p><p style=\"text-align: justify;\"><strong>而苹果也将在下周四美股盘后公布财报,</strong>虽然公司可能因消费者恐慌性提前购买而短期受益,但随着关税全面实施,其供应链成本上升和消费者购买力下降的双重压力将逐渐显现。</p><h2 id=\"id_756642260\">关税风暴下,科技巨头眼中的喜与忧</h2><p style=\"text-align: justify;\">科技巨头已经嗅到关税风暴的气味。Alphabet首席执行官Sundar Pichai在最近的财报电话会议上间接提到关税影响:</p><blockquote><p style=\"text-align: justify;\">"我们显然不能免疫于宏观环境。但我们不想推测潜在影响,只需注意的是,最低限额豁免的改变显然将对我们2025年的广告业务造成轻微阻力,主要来自亚太地区零售商。"</p></blockquote><p style=\"text-align: justify;\">特斯拉CEO马斯克直言不讳:</p><blockquote><p style=\"text-align: justify;\">"当利润率仍然较低时,关税对公司是严峻的考验。"</p></blockquote><p style=\"text-align: justify;\">尽管与特朗普关系密切,马斯克仍表示支持"自由贸易和降低关税"。但更值得注意的是,特斯拉拒绝更新2025年剩余时间的指引,理由是贸易政策对汽车和能源供应链影响的不确定性。</p><p style=\"text-align: justify;\">英特尔报告了超预期的收入,但给出了令人失望的第二季度收入指引。Intel首席财务官David Zinsner披露:</p><blockquote><p style=\"text-align: justify;\">"我们认为第一季度收入受益于客户为应对潜在关税而提前采购的行为,尽管很难量化其幅度。"</p></blockquote><p style=\"text-align: justify;\">以上这些声明对苹果而言可能是个信号:<strong>华尔街多位分析师预计,iPhone制造商可能因加速需求而报告超预期收入,但代价是未来几个月的手机升级减少。</strong></p><p style=\"text-align: justify;\">ServiceNow CEO William McDermott表示:</p><blockquote><p style=\"text-align: justify;\">"是的,CEO们注意到全球经济处于流动状态。不,他们并没有停滞不前。”</p></blockquote><p style=\"text-align: justify;\">ServiceNow不仅报告了超预期的第一季度财务数据,还提供了强于预期的订阅收入指引。<strong>这可能对下周公布财报的微软是个好兆头,因为后者通过Office系列应用拥有庞大的软件业务。</strong></p><p style=\"text-align: justify;\">Netflix联合CEO Gregory Peters则表示:</p><blockquote><p style=\"text-align: justify;\">"我们显然密切关注消费者情绪和更广泛的经济走向。但基于我们目前实际运营业务所看到的情况,没有什么真正值得注意的重大变化。”</p></blockquote><p style=\"text-align: justify;\"><strong>这可能预示消费者仍愿意在娱乐上花钱,这对Spotify等基于订阅的媒体平台可能是个好消息。</strong></p></body></html>","source":"wallstreetcn_hot_news","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>下周,“关税冲击最大”的两大科技巨头要对市场发声了</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下周,“关税冲击最大”的两大科技巨头要对市场发声了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-27 10:22 北京时间 <a href=https://wallstreetcn.com/articles/3746003><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>下周亚马逊和苹果将公布财报,它们可能是关税风暴中受冲击最严重的两大科技巨头。前者严重依赖亚洲供应商和零售商,后者则可能因消费者提前购买行为而短期受益但长期承压。特朗普关税下的科技巨头财报周来袭,\"关税受害者\"们终于要正面回应这场风暴可能的冲击。下周,当Meta、微软、亚马逊、苹果和Spotify等科技巨头陆续公布财报时,投资者将密切关注其供应链和从海外进口产品面临的潜在关税打击。根据综合分析,...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3746003\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e5686d36f046a0ce2b3df9aee7b2aee4","relate_stocks":{"AMZN":"亚马逊","AAPL":"苹果"},"source_url":"https://wallstreetcn.com/articles/3746003","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2530110570","content_text":"下周亚马逊和苹果将公布财报,它们可能是关税风暴中受冲击最严重的两大科技巨头。前者严重依赖亚洲供应商和零售商,后者则可能因消费者提前购买行为而短期受益但长期承压。特朗普关税下的科技巨头财报周来袭,\"关税受害者\"们终于要正面回应这场风暴可能的冲击。下周,当Meta、微软、亚马逊、苹果和Spotify等科技巨头陆续公布财报时,投资者将密切关注其供应链和从海外进口产品面临的潜在关税打击。根据综合分析,亚马逊和苹果可能是关税风暴中受冲击最严重的两大科技巨头。亚马逊将于下周四美股盘后公布财报,公司不仅广告业务可能受到冲击,其严重依赖亚洲供应商和零售商的市场收入也必将遭受特朗普关税的痛击。而苹果也将在下周四美股盘后公布财报,虽然公司可能因消费者恐慌性提前购买而短期受益,但随着关税全面实施,其供应链成本上升和消费者购买力下降的双重压力将逐渐显现。关税风暴下,科技巨头眼中的喜与忧科技巨头已经嗅到关税风暴的气味。Alphabet首席执行官Sundar Pichai在最近的财报电话会议上间接提到关税影响:\"我们显然不能免疫于宏观环境。但我们不想推测潜在影响,只需注意的是,最低限额豁免的改变显然将对我们2025年的广告业务造成轻微阻力,主要来自亚太地区零售商。\"特斯拉CEO马斯克直言不讳:\"当利润率仍然较低时,关税对公司是严峻的考验。\"尽管与特朗普关系密切,马斯克仍表示支持\"自由贸易和降低关税\"。但更值得注意的是,特斯拉拒绝更新2025年剩余时间的指引,理由是贸易政策对汽车和能源供应链影响的不确定性。英特尔报告了超预期的收入,但给出了令人失望的第二季度收入指引。Intel首席财务官David Zinsner披露:\"我们认为第一季度收入受益于客户为应对潜在关税而提前采购的行为,尽管很难量化其幅度。\"以上这些声明对苹果而言可能是个信号:华尔街多位分析师预计,iPhone制造商可能因加速需求而报告超预期收入,但代价是未来几个月的手机升级减少。ServiceNow CEO William McDermott表示:\"是的,CEO们注意到全球经济处于流动状态。不,他们并没有停滞不前。”ServiceNow不仅报告了超预期的第一季度财务数据,还提供了强于预期的订阅收入指引。这可能对下周公布财报的微软是个好兆头,因为后者通过Office系列应用拥有庞大的软件业务。Netflix联合CEO Gregory Peters则表示:\"我们显然密切关注消费者情绪和更广泛的经济走向。但基于我们目前实际运营业务所看到的情况,没有什么真正值得注意的重大变化。”这可能预示消费者仍愿意在娱乐上花钱,这对Spotify等基于订阅的媒体平台可能是个好消息。","news_type":1,"symbols_score_info":{"AAPL":0.6,"AMZN":0.6}},"isVote":1,"tweetType":1,"viewCount":1117,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427862867194144,"gmtCreate":1745479564656,"gmtModify":1745480799366,"author":{"id":"4185754346911022","authorId":"4185754346911022","name":"山顶老虎跑得快","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185754346911022","authorIdStr":"4185754346911022"},"themes":[],"htmlText":"这票本身也不是靠业绩上去的啊","listText":"这票本身也不是靠业绩上去的啊","text":"这票本身也不是靠业绩上去的啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427862867194144","repostId":"1107289109","repostType":2,"isVote":1,"tweetType":1,"viewCount":1405,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":423902702830224,"gmtCreate":1744510907920,"gmtModify":1744519021520,"author":{"id":"4185754346911022","authorId":"4185754346911022","name":"山顶老虎跑得快","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185754346911022","authorIdStr":"4185754346911022"},"themes":[],"htmlText":"咱们能不能给他弄个出口税[贱笑] ","listText":"咱们能不能给他弄个出口税[贱笑] ","text":"咱们能不能给他弄个出口税[贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/423902702830224","repostId":"1170940428","repostType":2,"repost":{"id":"1170940428","kind":"news","pubTimestamp":1744509036,"share":"https://www.laohu8.com/m/news/1170940428?lang=&edition=full","pubTime":"2025-04-13 09:50","market":"us","language":"zh","title":"美方豁免部分商品“对等关税”,苹果等美国科技业躲过“末日场景”","url":"https://stock-news.laohu8.com/highlight/detail?id=1170940428","media":"华尔街见闻","summary":"特朗普宣布将在周一公布有关半导体关税的详细信息,未来仍具巨大不确定性。据新华社,美国海关与边境保护局11日晚宣布,联邦政府已同意对智能手机、电脑、芯片等电子产品免除所谓“对等关税”。此次对热门消费电子产品和关键零部件的关税豁免,为苹果、英伟达等美国科技巨头提供了巨大缓解,Wedbush分析师Dan Ives周六在X平台发文称,这是“对科技投资者而言最好的消息”。","content":"<html><head></head><body><blockquote><p>关税政策转变可以让苹果、英伟达等科技巨头们松一口气。Wedbush分析师Dan Ives称,如果没有这些豁免,美国科技行业将倒退十年,人工智能革命的进程也将大大减缓。特朗普宣布将在周一公布有关半导体关税的详细信息,未来仍具巨大不确定性。</p></blockquote><p style=\"text-align: justify;\">据新华社,美国海关与边境保护局11日晚宣布,联邦政府已同意对智能手机、电脑、芯片等电子产品免除所谓“对等关税”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70c5e34057d6185ba908e7f4ab1dcd8a\" tg-width=\"1024\" tg-height=\"789\"/></p><p style=\"text-align: justify;\">这一政策转变可以让科技巨头们松一口气。特别是这对于苹果、英伟达和微软等公司而言。其中苹果约有80%的iPhone在华生产。</p><p style=\"text-align: justify;\">Wedbush分析师Dan Ives称,在特朗普政府豁免了热门消费电子产品和关键零部件之后,<strong>美国科技行业暂时脱离了崩溃的边缘。</strong>他称:</p><blockquote><p style=\"text-align: justify;\">“如果没有这些豁免,美国科技行业将倒退十年,人工智能革命的进程也将大大减缓。”</p></blockquote><p style=\"text-align: justify;\">值得注意的是,<strong>特朗普在13日早间宣布,他将在周一公布有关半导体关税的详细信息。</strong>有分析认为,虽然某些产品最终可能面临未来的关税,但其税率可能会低于特朗普此前公布的水平。</p><h2 id=\"id_3536818645\">Dan Ives:科技投资者的“最佳消息”</h2><p style=\"text-align: justify;\">自4月2日以来,美国市场经历了十分动荡的一周,全球投资者恐慌、股市崩跌。特朗普反复无常的关税政策令市场充满不确定性。</p><p style=\"text-align: justify;\">此次对热门消费电子产品和关键零部件的关税豁免,为苹果、英伟达等美国科技巨头提供了巨大缓解,Wedbush分析师Dan Ives周六在X平台发文称,<strong>这是“对科技投资者而言最好的消息”。</strong></p><p style=\"text-align: justify;\">“它消除了笼罩在该行业上空的巨大阴云,因为美国科技巨头除了在亚洲的供应链之外,几乎没有其他选择。”</p><p style=\"text-align: justify;\">“如果没有这些豁免,<strong>美国科技行业将倒退十年,人工智能革命的进程也将大大减缓。</strong>”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d16d94fd402a28a480997a0ee7cf2bda\" tg-width=\"779\" tg-height=\"1219\"/></p><p style=\"text-align: justify;\">就在前一天,这位长期看多美国科技股的分析师还极度悲观。他当时预测,美国科技行业有15-20%的资本支出已经自动暂停:</p><p style=\"text-align: justify;\">“当你像这样玩高风险扑克游戏时,你是在拿经济做赌注,最终影响资本支出和大额采购。<strong>现在(特朗普)政府基本上已经引发了一场雪球效应,而这个雪球正在下坡滚动。</strong>”</p><p style=\"text-align: justify;\">而面对此次关税豁免,他认为,白宫本周从硅谷的科技和商业领袖那里获得了压倒性的关税反馈,将从根本上改变商业模式,这减轻了市场压力,就像“科技和市场肩上的重担减轻了”。他表示,期待在未来几天听到更多关于豁免的细节。</p><h2 id=\"id_2030415076\">苹果等科技巨头暂获喘息</h2><p style=\"text-align: justify;\">民生证券认为,随着《特定产品对等关税豁免指南》落地,<strong>果链将迎来EPS修复。</strong></p><p style=\"text-align: justify;\">中国证券报12日报道称,有半导体分销上市公司人士表示,他们也在就此事收集客户等的信息,但目前看,信息依然比较混乱。因为政策是一码事,实际落地执行时可能又会有新的情况,并不是完全一致的,产业界目前是走一步看一步。但有一点是可以明确的:<strong>此次“对等关税”事件对全球半导体产业影响肯定很大,也显示出中国半导体产业的韧性和长足发展。</strong></p><p style=\"text-align: justify;\">彼得森国际经济研究所高级研究员Chad Bown表示,此次豁免类似于特朗普在2018年和2019年期间对智能手机和消费电子产品实施的豁免。 他说:</p><p style=\"text-align: justify;\">“我们必须拭目以待,看看这次的豁免是否也会奏效,或者总统是否会在不久的将来再次改变主意。”</p></body></html>","source":"wallstreetcn","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>美方豁免部分商品“对等关税”,苹果等美国科技业躲过“末日场景”</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美方豁免部分商品“对等关税”,苹果等美国科技业躲过“末日场景”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-13 09:50 北京时间 <a href=https://wallstreetcn.com/articles/3745092><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>关税政策转变可以让苹果、英伟达等科技巨头们松一口气。Wedbush分析师Dan Ives称,如果没有这些豁免,美国科技行业将倒退十年,人工智能革命的进程也将大大减缓。特朗普宣布将在周一公布有关半导体关税的详细信息,未来仍具巨大不确定性。据新华社,美国海关与边境保护局11日晚宣布,联邦政府已同意对智能手机、电脑、芯片等电子产品免除所谓“对等关税”。这一政策转变可以让科技巨头们松一口气。特别是这对于...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3745092\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3c5ec9f661a784fbceeebea1957fd09e","relate_stocks":{"AAPL":"苹果","NVDA":"英伟达","INTC":"英特尔","DELL":"戴尔","MU":"美光科技","TSM":"台积电","AMD":"美国超微公司","HPQ":"惠普"},"source_url":"https://wallstreetcn.com/articles/3745092","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170940428","content_text":"关税政策转变可以让苹果、英伟达等科技巨头们松一口气。Wedbush分析师Dan Ives称,如果没有这些豁免,美国科技行业将倒退十年,人工智能革命的进程也将大大减缓。特朗普宣布将在周一公布有关半导体关税的详细信息,未来仍具巨大不确定性。据新华社,美国海关与边境保护局11日晚宣布,联邦政府已同意对智能手机、电脑、芯片等电子产品免除所谓“对等关税”。这一政策转变可以让科技巨头们松一口气。特别是这对于苹果、英伟达和微软等公司而言。其中苹果约有80%的iPhone在华生产。Wedbush分析师Dan Ives称,在特朗普政府豁免了热门消费电子产品和关键零部件之后,美国科技行业暂时脱离了崩溃的边缘。他称:“如果没有这些豁免,美国科技行业将倒退十年,人工智能革命的进程也将大大减缓。”值得注意的是,特朗普在13日早间宣布,他将在周一公布有关半导体关税的详细信息。有分析认为,虽然某些产品最终可能面临未来的关税,但其税率可能会低于特朗普此前公布的水平。Dan Ives:科技投资者的“最佳消息”自4月2日以来,美国市场经历了十分动荡的一周,全球投资者恐慌、股市崩跌。特朗普反复无常的关税政策令市场充满不确定性。此次对热门消费电子产品和关键零部件的关税豁免,为苹果、英伟达等美国科技巨头提供了巨大缓解,Wedbush分析师Dan Ives周六在X平台发文称,这是“对科技投资者而言最好的消息”。“它消除了笼罩在该行业上空的巨大阴云,因为美国科技巨头除了在亚洲的供应链之外,几乎没有其他选择。”“如果没有这些豁免,美国科技行业将倒退十年,人工智能革命的进程也将大大减缓。”就在前一天,这位长期看多美国科技股的分析师还极度悲观。他当时预测,美国科技行业有15-20%的资本支出已经自动暂停:“当你像这样玩高风险扑克游戏时,你是在拿经济做赌注,最终影响资本支出和大额采购。现在(特朗普)政府基本上已经引发了一场雪球效应,而这个雪球正在下坡滚动。”而面对此次关税豁免,他认为,白宫本周从硅谷的科技和商业领袖那里获得了压倒性的关税反馈,将从根本上改变商业模式,这减轻了市场压力,就像“科技和市场肩上的重担减轻了”。他表示,期待在未来几天听到更多关于豁免的细节。苹果等科技巨头暂获喘息民生证券认为,随着《特定产品对等关税豁免指南》落地,果链将迎来EPS修复。中国证券报12日报道称,有半导体分销上市公司人士表示,他们也在就此事收集客户等的信息,但目前看,信息依然比较混乱。因为政策是一码事,实际落地执行时可能又会有新的情况,并不是完全一致的,产业界目前是走一步看一步。但有一点是可以明确的:此次“对等关税”事件对全球半导体产业影响肯定很大,也显示出中国半导体产业的韧性和长足发展。彼得森国际经济研究所高级研究员Chad Bown表示,此次豁免类似于特朗普在2018年和2019年期间对智能手机和消费电子产品实施的豁免。 他说:“我们必须拭目以待,看看这次的豁免是否也会奏效,或者总统是否会在不久的将来再次改变主意。”","news_type":1,"symbols_score_info":{"AAPL":1.1,"AMD":1.1,"DELL":1.1,"HPQ":1.1,"INTC":1.1,"MU":1.1,"NVDA":1.1,"TSM":1.1}},"isVote":1,"tweetType":1,"viewCount":1941,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3567719849266156","authorId":"3567719849266156","name":"哈哈哈乐观","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"idStr":"3567719849266156","authorIdStr":"3567719849266156"},"content":"自掘坟墓?产业不要了?","text":"自掘坟墓?产业不要了?","html":"自掘坟墓?产业不要了?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337987427647592,"gmtCreate":1723516864916,"gmtModify":1723517641079,"author":{"id":"4185754346911022","authorId":"4185754346911022","name":"山顶老虎跑得快","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4185754346911022","authorIdStr":"4185754346911022"},"themes":[],"htmlText":"社区的大佬们咨询个问题,哪里能看到美股相关指数或者ETF的历史市盈率数据","listText":"社区的大佬们咨询个问题,哪里能看到美股相关指数或者ETF的历史市盈率数据","text":"社区的大佬们咨询个问题,哪里能看到美股相关指数或者ETF的历史市盈率数据","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/337987427647592","isVote":1,"tweetType":1,"viewCount":1598,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}