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狂仔杰哥

韭菜小王子

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- 狂仔杰哥狂仔杰哥
  ·05-06
  $Hims & Hers Health Inc.(HIMS)$ 这幅度大到很难想象
  268 评论
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- 狂仔杰哥狂仔杰哥
  ·04-30
  $Hims & Hers Health Inc.(HIMS)$ 我先下车了
  222 评论
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- 狂仔杰哥狂仔杰哥
  ·04-30
  $Hims & Hers Health Inc.(HIMS)$ 总算没有辜负我
  222 评论
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- 狂仔杰哥狂仔杰哥
  ·04-18
  这篇文章不错，转发给大家看看
  英特尔吃上“关税红利”？小心财报后的冷水泼下来
  第一季度，英特尔靠着“抢货潮”可能交出一份还不错的成绩单，但分析师纷纷提醒：别被眼前的数字冲昏了头。
  英特尔吃上“关税红利”？小心财报后的冷水泼下来
  106 评论
  1
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- 狂仔杰哥狂仔杰哥
  ·03-24
  $Meta Platforms, Inc.(META)$
  506 评论
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- 狂仔杰哥狂仔杰哥
  ·03-20
  $先科电子(SMTC)$
  369 评论
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- 狂仔杰哥狂仔杰哥
  ·03-20
  $Meta Platforms, Inc.(META)$ 选错票了
  1,294 评论
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- 狂仔杰哥狂仔杰哥
  ·03-18
  $英特尔(INTC)$ 美股还得继续下跌，先观望一段时间
  469 评论
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- 狂仔杰哥狂仔杰哥
  ·03-18
  $先科电子(SMTC)$
  783 评论
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- 狂仔杰哥狂仔杰哥
  ·02-27
  $小米集团-W(01810)$ 见好就收吧
  386 评论
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总算没有辜负我","images":[{"img":"https://static.tigerbbs.com/6cfc78724b194acce8a2c973d897bc0b","width":"858","height":"1877"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/429776850452616","isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":425735702212864,"gmtCreate":1744963136980,"gmtModify":1744963140943,"author":{"id":"4199243970319442","authorId":"4199243970319442","name":"狂仔杰哥","avatar":"https://static.tigerbbs.com/028d95a41a218fbca0b184a820bbb025","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4199243970319442","authorIdStr":"4199243970319442"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/425735702212864","repostId":"2528920764","repostType":2,"repost":{"id":"2528920764","kind":"highlight","pubTimestamp":1744883727,"share":"https://www.laohu8.com/m/news/2528920764?lang=&edition=full","pubTime":"2025-04-17 17:55","market":"hk","language":"zh","title":"英特尔吃上“关税红利”？小心财报后的冷水泼下来","url":"https://stock-news.laohu8.com/highlight/detail?id=2528920764","media":"金十数据","summary":"第一季度，英特尔靠着“抢货潮”可能交出一份还不错的成绩单，但分析师纷纷提醒：别被眼前的数字冲昏了头。","content":"<html><head></head><body><p><span>分析师担心这家芯片制造商的业绩指引，因为上个财季的强劲表现很可能是客户为了规避关税提前大量囤积了</span>PC<span>芯片。</span></p>\n<p><span><a href=\"https://laohu8.com/S/INTC\">英特尔</a></span><span>(INTC.O)</span><span>下周将公布财报，其业绩可能会因笔记本电脑出货量意外上升而受益。但分析师们提醒：不要高兴得太早。</span></p>\n<p><span>这是因为，英特尔很可能在第一季度受益于客户在特朗普政府预计将对进口商品征收关税前的疯狂采购潮。然而，</span><span>海纳国际集团</span><span>的分析师</span>Chris Rolland<span>表示，这种提前拉货的行为可能会为第二季度带来更大的风险。</span></p>\n<p><strong><span>他认为英特尔最终会公布符合预期的一季度业绩，尽管</span>PC<span>业务表现不错，但将被服务器业务的持续疲软所抵消。</span></strong></p>\n<p><span>当然，市场普遍预计英特尔</span>PC<span>业务所在的客户端计算部门的营收将同比下降。</span><strong><span>预计该部门营收将下降</span>9%<span>，降至</span><span>69</span><span>亿美元；数据中心业务营收预计下降</span><span>3%</span><span>，至</span><span>29</span><span>亿美元。</span></strong></p>\n<p><span>不过，在</span>PC<span>领域，</span><span>Rolland</span><span>现在预计笔记本电脑的出货量将同比增长</span><span>1.5%</span><span>，而他之前的预测是持平。</span></p>\n<p><span>但他同时警告，英特尔接下来的业绩指引可能比市场预期更疲软。</span></p>\n<p><span>市场研究机构</span>IDC<span>本月早些时候发布的第三方数据显示，今年第一季度整体</span><span>PC</span><span>出货量增长了</span><span>4.9%</span><span>。</span></p>\n<p>IDC<span>分析师</span><span>Jean Philippe Bouchard</span><span>在一份新闻稿中指出：</span><span>“</span><span>从第一季度市场表现来看，无论是厂商还是终端用户，都在为美国关税的冲击做准备，这显然带动了一波提前下单潮。</span><span>”“</span><span>在一个还未真正受到关税影响的季度里，整个生态系统都试图加快出货节奏，以避开第一轮美国关税以及接下来可能出现的市场动荡。</span><span>”</span></p>\n<p>Melius Research<span>的分析师</span><span>Ben Reitzes</span><span>在分析</span><span>IDC</span><span>关于</span><span>PC</span><span>与智能手机出货的数据后表示，眼下的情况恰好与疫情期间的缺货潮相反</span><span>——</span><span>现在是</span><span>“</span><span>突然出现的供应过剩</span><span>”</span><span>。</span></p>\n<p><span>“</span><span>我祝我所追踪的公司好运，希望它们能顺利发布下一季度指引。</span><span>”Reitzes</span><span>补充道，并指出，在特朗普宣布将关税再延后三个月的情况下，现在很难真正判断</span><span>“</span><span>真实需求</span><span>”</span><span>到底是什么水平。</span></p>\n<p><span>在科技股整体疲软的一天里，英特尔股价下跌了</span>3%<span>，纳斯达克综合指数（</span><span>Nasdaq Composite</span><span>，</span><span>COMP</span><span>）也下跌了约</span><span>3%</span><span>。</span></p></body></html>","source":"xnew_highlight","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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.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英特尔吃上“关税红利”？小心财报后的冷水泼下来 \n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-17 17:55 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/webapp/details.html?id=172517&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>分析师担心这家芯片制造商的业绩指引，因为上个财季的强劲表现很可能是客户为了规避关税提前大量囤积了PC芯片。\n英特尔(INTC.O)下周将公布财报，其业绩可能会因笔记本电脑出货量意外上升而受益。但分析师们提醒：不要高兴得太早。\n这是因为，英特尔很可能在第一季度受益于客户在特朗普政府预计将对进口商品征收关税前的疯狂采购潮。然而，海纳国际集团的分析师Chris Rolland表示，这种提前拉货的行为可能...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=172517&type=news&data_type=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2ac1850f059a28c0a875b7d990a57f3c","relate_stocks":{"INTC":"英特尔"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=172517&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2528920764","content_text":"分析师担心这家芯片制造商的业绩指引，因为上个财季的强劲表现很可能是客户为了规避关税提前大量囤积了PC芯片。\n英特尔(INTC.O)下周将公布财报，其业绩可能会因笔记本电脑出货量意外上升而受益。但分析师们提醒：不要高兴得太早。\n这是因为，英特尔很可能在第一季度受益于客户在特朗普政府预计将对进口商品征收关税前的疯狂采购潮。然而，海纳国际集团的分析师Chris Rolland表示，这种提前拉货的行为可能会为第二季度带来更大的风险。\n他认为英特尔最终会公布符合预期的一季度业绩，尽管PC业务表现不错，但将被服务器业务的持续疲软所抵消。\n当然，市场普遍预计英特尔PC业务所在的客户端计算部门的营收将同比下降。预计该部门营收将下降9%，降至69亿美元；数据中心业务营收预计下降3%，至29亿美元。\n不过，在PC领域，Rolland现在预计笔记本电脑的出货量将同比增长1.5%，而他之前的预测是持平。\n但他同时警告，英特尔接下来的业绩指引可能比市场预期更疲软。\n市场研究机构IDC本月早些时候发布的第三方数据显示，今年第一季度整体PC出货量增长了4.9%。\nIDC分析师Jean Philippe Bouchard在一份新闻稿中指出：“从第一季度市场表现来看，无论是厂商还是终端用户，都在为美国关税的冲击做准备，这显然带动了一波提前下单潮。”“在一个还未真正受到关税影响的季度里，整个生态系统都试图加快出货节奏，以避开第一轮美国关税以及接下来可能出现的市场动荡。”\nMelius Research的分析师Ben Reitzes在分析IDC关于PC与智能手机出货的数据后表示，眼下的情况恰好与疫情期间的缺货潮相反——现在是“突然出现的供应过剩”。\n“我祝我所追踪的公司好运，希望它们能顺利发布下一季度指引。”Reitzes补充道，并指出，在特朗普宣布将关税再延后三个月的情况下，现在很难真正判断“真实需求”到底是什么水平。\n在科技股整体疲软的一天里，英特尔股价下跌了3%，纳斯达克综合指数（Nasdaq Composite，COMP）也下跌了约3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":106,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":416996388081792,"gmtCreate":1742825363373,"gmtModify":1742825366507,"author":{"id":"4199243970319442","authorId":"4199243970319442","name":"狂仔杰哥","avatar":"https://static.tigerbbs.com/028d95a41a218fbca0b184a820bbb025","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4199243970319442","authorIdStr":"4199243970319442"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/META\">$Meta Platforms, Inc.(META)$ </a>&nbsp;","listText":"<a 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