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perxuni
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perxuni
perxuni
·
10-17 21:52
该上车的上车该下车的下车基本面没有什么问题
甲骨文盘中大跌8%,投资者质疑AI云业务盈利能力
分析师对甲骨文的前景看法不一。
甲骨文盘中大跌8%,投资者质疑AI云业务盈利能力
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perxuni
perxuni
·
10-15
$英特尔(INTC)$
GPU+CPU,AI电脑INTC将大卖!下面就是个大P C厂家签约消息了接着来一浪,目标50
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perxuni
perxuni
·
10-15
$英特尔(INTC)$
美银证券管理出来走两步?你敢对抗川普的MAGA?35是底,你可能搞错了
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perxuni
perxuni
·
10-14
美银证券目光短浅鉴定完毕
半导体股多数下跌,英特尔跌超6%,美银下调其评级
英特尔的竞争前景依然严峻。
半导体股多数下跌,英特尔跌超6%,美银下调其评级
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perxuni
perxuni
·
10-13
$英特尔(INTC)$
民用芯片稀土可以获批,管制又不是不给,影响微乎其微,对于台积电利空,所以竞争对手就是利好看多,加上MAGA本土制造业再造辉煌,各大佬都来拍川普最好的方式就是花点钱投喂INTC,股价拉起来了川普有面子也会开心。18A首先给自家产品量产上,3个月内良品率就会不断攀升,拿下其他大佬的芯片订单不在话下,18A Q4最晚2026Q1就会有体现,18A稳了,14A就该轮流上台了,AI还在建设周期需要大量的X86 CPU,也是重点是利好!加上近期涨价利润上浮明显Q4一定是黑马,本月有望挑战45甚至50!
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perxuni
perxuni
·
10-10
汇丰是反向指标,就没准过
汇丰下调英特尔评级至“减持”,指其近期55%股价涨幅“不可持续”
智通财经APP获悉,$汇丰$银行发布最新研报,将$英特尔$的股票评级由“持有”下调至“减持”,并指出其近期股价重估“不可持续”。该行分析师弗兰克·李在报告中指出,英特尔股价自8月首次宣布三笔重大交易以来已累计上涨55%,但支撑这一涨幅的交易逻辑存在隐患。值得注意的是,弗兰克·李将英特尔目标价从21.25美元上调至24美元,但评级下调反映了其长期担忧。
汇丰下调英特尔评级至“减持”,指其近期55%股价涨幅“不可持续”
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perxuni
perxuni
·
10-08
该特朗普上场了!
苏姿丰回应AMD与英特尔合作传闻,态度模棱两可,引人联想
未来的合作并非完全不可能。
苏姿丰回应AMD与英特尔合作传闻,态度模棱两可,引人联想
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perxuni
perxuni
·
10-06
$英特尔(INTC)$
该你表演了, ⛽️⛽️⛽️
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perxuni
perxuni
·
10-06
$英特尔(INTC)$
快上车普天同庆,大算力离不开INT C X86 CPU
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perxuni
perxuni
·
10-06
$英特尔(INTC)$
AMD接大单你跌什么?莫名其妙
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:"该上车的上车该下车的下车基本面没有什么问题","listText":"该上车的上车该下车的下车基本面没有什么问题","text":"该上车的上车该下车的下车基本面没有什么问题","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/490216145887560","repostId":"1157852882","repostType":2,"repost":{"id":"1157852882","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1760708077,"share":"https://www.laohu8.com/m/news/1157852882?lang=&edition=full","pubTime":"2025-10-17 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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>甲骨文盘中大跌8%,投资者质疑AI云业务盈利能力</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; 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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甲骨文盘中大跌8%,投资者质疑AI云业务盈利能力\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-10-17 21:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周五, <a href=\"https://laohu8.com/S/ORCL\">甲骨文</a> 低开低走,盘中跌幅扩大至8%。在周四举行的AI World大会上,甲骨文宣布了一系列令人瞩目的业务目标。公司预计到2030财年云基础设施收入将达到1660亿美元,占总收入的近75%。联席CEO克莱·马古伊克还表示,公司在过去30天内已签订了价值650亿美元的新云基础设施合同。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c1fb4057138f4ac3415b9d79ddb0eb1\" tg-width=\"560\" tg-height=\"240\"/></p><p>然而,有报道质疑甲骨文AI云业务的盈利能力。<strong>据The Information报道,该公司过去五个季度GPU租赁业务的毛利率仅为16%左右。</strong>对此,马古伊克回应称,考虑到整个客户合同周期,AI基础设施业务的调整后毛利率预计将达到30%至40%。</p><p>分析师对甲骨文的前景看法不一。巴克莱将公司目标价上调至400美元,而部分华尔街分析师则对甲骨文实现如此快速增长的能力表示怀疑。投资者似乎更倾向于后一种观点,导致股价下跌。</p><p>尽管甲骨文在AI和云计算领域扩张势头强劲,但投资者显然担心这种快速增长可能会影响公司的盈利能力。未来几个季度的财务表现将是验证甲骨文战略的关键。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c35c8a27605936ee42c5dc8842ec36a","relate_stocks":{"ORCL":"甲骨文"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157852882","content_text":"周五, 甲骨文 低开低走,盘中跌幅扩大至8%。在周四举行的AI World大会上,甲骨文宣布了一系列令人瞩目的业务目标。公司预计到2030财年云基础设施收入将达到1660亿美元,占总收入的近75%。联席CEO克莱·马古伊克还表示,公司在过去30天内已签订了价值650亿美元的新云基础设施合同。然而,有报道质疑甲骨文AI云业务的盈利能力。据The Information报道,该公司过去五个季度GPU租赁业务的毛利率仅为16%左右。对此,马古伊克回应称,考虑到整个客户合同周期,AI基础设施业务的调整后毛利率预计将达到30%至40%。分析师对甲骨文的前景看法不一。巴克莱将公司目标价上调至400美元,而部分华尔街分析师则对甲骨文实现如此快速增长的能力表示怀疑。投资者似乎更倾向于后一种观点,导致股价下跌。尽管甲骨文在AI和云计算领域扩张势头强劲,但投资者显然担心这种快速增长可能会影响公司的盈利能力。未来几个季度的财务表现将是验证甲骨文战略的关键。","news_type":1,"symbols_score_info":{"ORCL":1}},"isVote":1,"tweetType":1,"viewCount":59,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489206701769552,"gmtCreate":1760462876351,"gmtModify":1760462878356,"author":{"id":"4204179768477690","authorId":"4204179768477690","name":"perxuni","avatar":"https://static.tigerbbs.com/33616ebe2d7465af2b2b7f0086039240","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4204179768477690","authorIdStr":"4204179768477690"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> GPU+CPU,AI电脑INTC将大卖!下面就是个大P C厂家签约消息了接着来一浪,目标50","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 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美银证券管理出来走两步?你敢对抗川普的MAGA?35是底,你可能搞错了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489194704736544","isVote":1,"tweetType":1,"viewCount":234,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489160305115672,"gmtCreate":1760450837772,"gmtModify":1760450840099,"author":{"id":"4204179768477690","authorId":"4204179768477690","name":"perxuni","avatar":"https://static.tigerbbs.com/33616ebe2d7465af2b2b7f0086039240","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4204179768477690","authorIdStr":"4204179768477690"},"themes":[],"htmlText":"美银证券目光短浅鉴定完毕","listText":"美银证券目光短浅鉴定完毕","text":"美银证券目光短浅鉴定完毕","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489160305115672","repostId":"1132737370","repostType":2,"repost":{"id":"1132737370","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":1760450418,"share":"https://www.laohu8.com/m/news/1132737370?lang=&edition=full","pubTime":"2025-10-14 22:00","market":"us","language":"zh","title":"半导体股多数下跌,英特尔跌超6%,美银下调其评级","url":"https://stock-news.laohu8.com/highlight/detail?id=1132737370","media":"老虎资讯综合","summary":"英特尔的竞争前景依然严峻。","content":"<html><head></head><body><p>周二,半导体股多数下跌。 <a href=\"https://laohu8.com/S/INTC\">英特尔</a> 跌超6%,消息面上,美银证券将英特尔评级从“中性”下调至“跑输大市”,同时维持原有预测与目标价34美元不变。该行指,近期英特尔市值暴增800亿美元已过度反映其改善的资产负债表与(外部)晶圆代工潜力。与此同时,英特尔的竞争前景依然严峻:缺乏明确的AI产品组合及战略、伺服器CPU缺乏竞争力,且相较过去更难剥离亏损的制造业务。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c2fc7d04fe9f68713bd585caa065a1e\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>同时,英伟达、博通、迈威尔科技跌超4%,台积电、美光跌超3%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed0ad8eee48d42b9504c204c9e261dd9\" tg-width=\"560\" tg-height=\"240\"/></p><p>AMD、ARM维持涨势。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b1af5153e4eb9ead15d89994fc430f88\" 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\" content=\"telephone=no,email=no,address=no\" />\n<title>半导体股多数下跌,英特尔跌超6%,美银下调其评级</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; 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class=\"title\">\n半导体股多数下跌,英特尔跌超6%,美银下调其评级\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\">2025-10-14 22:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周二,半导体股多数下跌。 <a href=\"https://laohu8.com/S/INTC\">英特尔</a> 跌超6%,消息面上,美银证券将英特尔评级从“中性”下调至“跑输大市”,同时维持原有预测与目标价34美元不变。该行指,近期英特尔市值暴增800亿美元已过度反映其改善的资产负债表与(外部)晶圆代工潜力。与此同时,英特尔的竞争前景依然严峻:缺乏明确的AI产品组合及战略、伺服器CPU缺乏竞争力,且相较过去更难剥离亏损的制造业务。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0c2fc7d04fe9f68713bd585caa065a1e\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>同时,英伟达、博通、迈威尔科技跌超4%,台积电、美光跌超3%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed0ad8eee48d42b9504c204c9e261dd9\" tg-width=\"560\" tg-height=\"240\"/></p><p>AMD、ARM维持涨势。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b1af5153e4eb9ead15d89994fc430f88\" 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/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"NVDA":"英伟达","AMD":"美国超微公司","INTC":"英特尔","TSM":"台积电"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132737370","content_text":"周二,半导体股多数下跌。 英特尔 跌超6%,消息面上,美银证券将英特尔评级从“中性”下调至“跑输大市”,同时维持原有预测与目标价34美元不变。该行指,近期英特尔市值暴增800亿美元已过度反映其改善的资产负债表与(外部)晶圆代工潜力。与此同时,英特尔的竞争前景依然严峻:缺乏明确的AI产品组合及战略、伺服器CPU缺乏竞争力,且相较过去更难剥离亏损的制造业务。同时,英伟达、博通、迈威尔科技跌超4%,台积电、美光跌超3%。AMD、ARM维持涨势。","news_type":1,"symbols_score_info":{"AMD":1.1,"INTC":1.1,"NVDA":1.1,"TSM":1.1}},"isVote":1,"tweetType":1,"viewCount":70,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":488755841839144,"gmtCreate":1760352477083,"gmtModify":1760352480415,"author":{"id":"4204179768477690","authorId":"4204179768477690","name":"perxuni","avatar":"https://static.tigerbbs.com/33616ebe2d7465af2b2b7f0086039240","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4204179768477690","authorIdStr":"4204179768477690"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"1\"></v-v> 民用芯片稀土可以获批,管制又不是不给,影响微乎其微,对于台积电利空,所以竞争对手就是利好看多,加上MAGA本土制造业再造辉煌,各大佬都来拍川普最好的方式就是花点钱投喂INTC,股价拉起来了川普有面子也会开心。18A首先给自家产品量产上,3个月内良品率就会不断攀升,拿下其他大佬的芯片订单不在话下,18A Q4最晚2026Q1就会有体现,18A稳了,14A就该轮流上台了,AI还在建设周期需要大量的X86 CPU,也是重点是利好!加上近期涨价利润上浮明显Q4一定是黑马,本月有望挑战45甚至50!","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"1\"></v-v> 民用芯片稀土可以获批,管制又不是不给,影响微乎其微,对于台积电利空,所以竞争对手就是利好看多,加上MAGA本土制造业再造辉煌,各大佬都来拍川普最好的方式就是花点钱投喂INTC,股价拉起来了川普有面子也会开心。18A首先给自家产品量产上,3个月内良品率就会不断攀升,拿下其他大佬的芯片订单不在话下,18A Q4最晚2026Q1就会有体现,18A稳了,14A就该轮流上台了,AI还在建设周期需要大量的X86 CPU,也是重点是利好!加上近期涨价利润上浮明显Q4一定是黑马,本月有望挑战45甚至50!","text":"$英特尔(INTC)$ 民用芯片稀土可以获批,管制又不是不给,影响微乎其微,对于台积电利空,所以竞争对手就是利好看多,加上MAGA本土制造业再造辉煌,各大佬都来拍川普最好的方式就是花点钱投喂INTC,股价拉起来了川普有面子也会开心。18A首先给自家产品量产上,3个月内良品率就会不断攀升,拿下其他大佬的芯片订单不在话下,18A Q4最晚2026Q1就会有体现,18A稳了,14A就该轮流上台了,AI还在建设周期需要大量的X86 CPU,也是重点是利好!加上近期涨价利润上浮明显Q4一定是黑马,本月有望挑战45甚至50!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/488755841839144","isVote":1,"tweetType":1,"viewCount":1213,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4092177932484180","authorId":"4092177932484180","name":"雁门关向东二万五千里","avatar":"https://static.tigerbbs.com/07291789f4dae4cc64e158f365e7e31b","crmLevel":2,"crmLevelSwitch":0,"idStr":"4092177932484180","authorIdStr":"4092177932484180"},"content":"压一个再批,看谁急?","text":"压一个再批,看谁急?","html":"压一个再批,看谁急?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487469378196168,"gmtCreate":1760039672393,"gmtModify":1760039674621,"author":{"id":"4204179768477690","authorId":"4204179768477690","name":"perxuni","avatar":"https://static.tigerbbs.com/33616ebe2d7465af2b2b7f0086039240","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4204179768477690","authorIdStr":"4204179768477690"},"themes":[],"htmlText":"汇丰是反向指标,就没准过","listText":"汇丰是反向指标,就没准过","text":"汇丰是反向指标,就没准过","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487469378196168","repostId":"2574189880","repostType":2,"repost":{"id":"2574189880","kind":"news","pubTimestamp":1759981720,"share":"https://www.laohu8.com/m/news/2574189880?lang=&edition=full","pubTime":"2025-10-09 11:48","market":"fut","language":"zh","title":"汇丰下调英特尔评级至“减持”,指其近期55%股价涨幅“不可持续”","url":"https://stock-news.laohu8.com/highlight/detail?id=2574189880","media":"智通财经","summary":"智通财经APP获悉,$汇丰$银行发布最新研报,将$英特尔$的股票评级由“持有”下调至“减持”,并指出其近期股价重估“不可持续”。该行分析师弗兰克·李在报告中指出,英特尔股价自8月首次宣布三笔重大交易以来已累计上涨55%,但支撑这一涨幅的交易逻辑存在隐患。值得注意的是,弗兰克·李将英特尔目标价从21.25美元上调至24美元,但评级下调反映了其长期担忧。","content":"<html><body><p>智通财经APP获悉,<a href=\"https://laohu8.com/S/HSBC\">汇丰</a>银行发布最新研报,将<a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTC.US)的股票评级由“持有”下调至“减持”,并指出其近期股价重估“不可持续”。该行分析师弗兰克·李在报告中指出,英特尔股价自8月首次宣布三笔重大交易以来已累计上涨55%,但支撑这一涨幅的交易逻辑存在隐患。</p><p>具体来看,这三笔交易包括:软银20亿美元战略投资、美国政府111亿美元注资并获得9.9%股权、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>50亿美元投资对应约4%股权。尽管这些交易的定价均较市价折让,但弗兰克·李强调,英特尔的可持续复苏仍取决于其自身晶圆厂的运营表现,而当前股价重估已显过度。</p><p>值得注意的是,弗兰克·李将英特尔目标价从21.25美元上调至24美元,但评级下调反映了其长期担忧。他特别指出,被市场视为关键突破口的<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.US)合作前景不容乐观——台积电对与英特尔代工业务达成技术共享协议兴趣缺失,主要因其已在美国投入超1000亿美元建设多个绿地项目,并将生产及建设重心转移至美国本土。</p><p>从业务层面分析,英特尔晶圆代工部门仍是拖累公司财务的最大包袱。弗兰克·李直言,该业务是拖累公司财务表现的最大因素,且执行力持续低迷。具体技术路径上,英特尔已取消面向外部客户的18A工艺,而14A工艺因缺乏外部客户订单支持,其商业可行性亦受到质疑。在此背景下,与台积电达成技术合作虽可能重塑代工业务格局,但鉴于台积电的战略布局已深度绑定美国市场,此类合作短期内难以落地。</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>汇丰下调英特尔评级至“减持”,指其近期55%股价涨幅“不可持续”</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汇丰下调英特尔评级至“减持”,指其近期55%股价涨幅“不可持续”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-09 11:48 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1352966.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,汇丰银行发布最新研报,将英特尔(INTC.US)的股票评级由“持有”下调至“减持”,并指出其近期股价重估“不可持续”。该行分析师弗兰克·李在报告中指出,英特尔股价自8月首次宣布三笔重大交易以来已累计上涨55%,但支撑这一涨幅的交易逻辑存在隐患。具体来看,这三笔交易包括:软银20亿美元战略投资、美国政府111亿美元注资并获得9.9%股权、英伟达50亿美元投资对应约4%股权。尽管...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1352966.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"HSBC":"汇丰","INTC":"英特尔"},"source_url":"http://www.zhitongcaijing.com/content/detail/1352966.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2574189880","content_text":"智通财经APP获悉,汇丰银行发布最新研报,将英特尔(INTC.US)的股票评级由“持有”下调至“减持”,并指出其近期股价重估“不可持续”。该行分析师弗兰克·李在报告中指出,英特尔股价自8月首次宣布三笔重大交易以来已累计上涨55%,但支撑这一涨幅的交易逻辑存在隐患。具体来看,这三笔交易包括:软银20亿美元战略投资、美国政府111亿美元注资并获得9.9%股权、英伟达50亿美元投资对应约4%股权。尽管这些交易的定价均较市价折让,但弗兰克·李强调,英特尔的可持续复苏仍取决于其自身晶圆厂的运营表现,而当前股价重估已显过度。值得注意的是,弗兰克·李将英特尔目标价从21.25美元上调至24美元,但评级下调反映了其长期担忧。他特别指出,被市场视为关键突破口的台积电(TSM.US)合作前景不容乐观——台积电对与英特尔代工业务达成技术共享协议兴趣缺失,主要因其已在美国投入超1000亿美元建设多个绿地项目,并将生产及建设重心转移至美国本土。从业务层面分析,英特尔晶圆代工部门仍是拖累公司财务的最大包袱。弗兰克·李直言,该业务是拖累公司财务表现的最大因素,且执行力持续低迷。具体技术路径上,英特尔已取消面向外部客户的18A工艺,而14A工艺因缺乏外部客户订单支持,其商业可行性亦受到质疑。在此背景下,与台积电达成技术合作虽可能重塑代工业务格局,但鉴于台积电的战略布局已深度绑定美国市场,此类合作短期内难以落地。","news_type":1,"symbols_score_info":{"HSBC":1.5,"INTC":1.5}},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487016860721344,"gmtCreate":1759929342741,"gmtModify":1759929944935,"author":{"id":"4204179768477690","authorId":"4204179768477690","name":"perxuni","avatar":"https://static.tigerbbs.com/33616ebe2d7465af2b2b7f0086039240","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4204179768477690","authorIdStr":"4204179768477690"},"themes":[],"htmlText":"该特朗普上场了!","listText":"该特朗普上场了!","text":"该特朗普上场了!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487016860721344","repostId":"1167440160","repostType":2,"repost":{"id":"1167440160","kind":"news","pubTimestamp":1759928629,"share":"https://www.laohu8.com/m/news/1167440160?lang=&edition=full","pubTime":"2025-10-08 21:03","market":"us","language":"zh","title":"苏姿丰回应AMD与英特尔合作传闻,态度模棱两可,引人联想","url":"https://stock-news.laohu8.com/highlight/detail?id=1167440160","media":"IT之家","summary":"未来的合作并非完全不可能。","content":"<html><head></head><body><p>科技媒体 Wccftech 昨日(10 月 7 日)发布博文,称针对 <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a> 可能投资 <a href=\"https://laohu8.com/S/INTC\">英特尔</a> 并采用其芯片代工服务的传闻,<strong>AMD 首席执行官苏姿丰在接受彭博社采访时做出回应,但回答依然模棱两可。</strong></p><p style=\"text-align: justify;\">她并未直接否认合作的可能性,但同时强调公司与台积电拥有深度合作的稳固供应链,并重申优先在美国本土进行生产的战略。该媒体认为这种微妙的态度暗示,尽管双方是宿敌,但在当前复杂的产业环境下,未来的合作并非完全不可能。</p><p style=\"text-align: justify;\">当被问及是否会考虑使用英特尔的芯片制造服务时,苏姿丰的回答如下:</p><blockquote><p>众所周知,我们精心管理供应链,并不断拓展供应链“朋友圈”,并加强和现有合作伙伴的联系。而且在整个供应链中,我们与台积电始终保持着深度合作。</p></blockquote><p style=\"text-align: justify;\">但随后她话锋一转,重申了在美国本土生产的战略重要性,<strong>称公司“绝对优先考虑在美国建厂”,构建“美国 AI 技术栈”至关重要,希望竭尽可能地在美国本土完成。</strong></p><p style=\"text-align: justify;\">该媒体指出 AMD 与英特尔合作的最大障碍在于两者是市场上的直接竞争对手。无论是在个人电脑消费市场还是在数据中心领域,双方都存在激烈的竞争关系。因此,在产品层面进行深度协作只会增加业务的复杂性,并可能削弱各自的竞争优势。</p><p style=\"text-align: justify;\">此外,AMD 已与台积电构建了长期且高度优化的供应链体系,贸然引入新的主要供应商将带来巨大的整合挑战,这也是 AMD 在此事上犹豫不决的重要原因。</p><p style=\"text-align: justify;\">尽管障碍重重,但合作的可能性依然存在。一个关键驱动因素是英特尔的技术进展,例如其备受期待的 18A 工艺节点。如果英特尔的制程技术能够展现出足够强大的竞争力,AMD 可能会为了分散供应链风险而选择“双源采购”策略。</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 name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>苏姿丰回应AMD与英特尔合作传闻,态度模棱两可,引人联想</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苏姿丰回应AMD与英特尔合作传闻,态度模棱两可,引人联想\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-08 21:03 北京时间 <a href=https://www.ithome.com/0/888/007.htm><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>科技媒体 Wccftech 昨日(10 月 7 日)发布博文,称针对 美国超微公司 可能投资 英特尔 并采用其芯片代工服务的传闻,AMD 首席执行官苏姿丰在接受彭博社采访时做出回应,但回答依然模棱两可。她并未直接否认合作的可能性,但同时强调公司与台积电拥有深度合作的稳固供应链,并重申优先在美国本土进行生产的战略。该媒体认为这种微妙的态度暗示,尽管双方是宿敌,但在当前复杂的产业环境下,未来的合作并非...</p>\n\n<a href=\"https://www.ithome.com/0/888/007.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/40beecaaaf225437e56e863eaf333b7b","relate_stocks":{"INTC":"英特尔","AMD":"美国超微公司"},"source_url":"https://www.ithome.com/0/888/007.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1167440160","content_text":"科技媒体 Wccftech 昨日(10 月 7 日)发布博文,称针对 美国超微公司 可能投资 英特尔 并采用其芯片代工服务的传闻,AMD 首席执行官苏姿丰在接受彭博社采访时做出回应,但回答依然模棱两可。她并未直接否认合作的可能性,但同时强调公司与台积电拥有深度合作的稳固供应链,并重申优先在美国本土进行生产的战略。该媒体认为这种微妙的态度暗示,尽管双方是宿敌,但在当前复杂的产业环境下,未来的合作并非完全不可能。当被问及是否会考虑使用英特尔的芯片制造服务时,苏姿丰的回答如下:众所周知,我们精心管理供应链,并不断拓展供应链“朋友圈”,并加强和现有合作伙伴的联系。而且在整个供应链中,我们与台积电始终保持着深度合作。但随后她话锋一转,重申了在美国本土生产的战略重要性,称公司“绝对优先考虑在美国建厂”,构建“美国 AI 技术栈”至关重要,希望竭尽可能地在美国本土完成。该媒体指出 AMD 与英特尔合作的最大障碍在于两者是市场上的直接竞争对手。无论是在个人电脑消费市场还是在数据中心领域,双方都存在激烈的竞争关系。因此,在产品层面进行深度协作只会增加业务的复杂性,并可能削弱各自的竞争优势。此外,AMD 已与台积电构建了长期且高度优化的供应链体系,贸然引入新的主要供应商将带来巨大的整合挑战,这也是 AMD 在此事上犹豫不决的重要原因。尽管障碍重重,但合作的可能性依然存在。一个关键驱动因素是英特尔的技术进展,例如其备受期待的 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