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·
09-10
加油！以买保时捷911为一个小目标！
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·
09-02
有多余的产能给他吗？
市场消息：阿里开发新款AI芯片顶替英伟达，不再由台积电代工
转为由国内一家企业代工。
市场消息：阿里开发新款AI芯片顶替英伟达，不再由台积电代工
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·
08-30
借我300刀我能东山再起！
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·
08-30
扶我起来！
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·
08-27
$美团ADR(MPNGY)$
京东在扫黄除饿的同时实现了财报双双增长，美团却恰恰相反。
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·
08-25
是小日本在做空台积电吗？
据报台积电逐步于2纳米芯片厂房中停用中国制设备
《日经亚洲》引述消息报道，台积电(TSM.US)正逐步在最先进的2纳米芯片厂房中停用中国制设备，以避免美国潜在限制措施可能影响生产。知情人士透露，举措与美国可能出台的新规有关，该草案拟禁止接受美国资金补助的芯片制造商使用中国制设备。台积电在先进制程中，曾采用来自中微公司(AMEC)(688012.SH)及屹唐股份(688729.SH)美国子公司Mattson Technology的设备。集团的2纳米芯片生产基地计划落户于新竹，随后扩展至高雄。集团同时正在美国亚利桑那州兴建第三座晶圆厂，未来亦将会生产2纳米芯片。
据报台积电逐步于2纳米芯片厂房中停用中国制设备
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·
08-11
识时务者为俊杰！代工业务给台积电可以增加税收。应当注意汇报用语
特朗普点名要求会面，英特尔CEO周一将赴白宫
格隆汇8月11日｜据华尔街日报援引知情人士报道，英特尔(INTC.O)CEO陈立武将于周一前往白宫，此前美国总统特朗普公开要求其辞职。知情人士称，陈立武计划与特朗普进行广泛对话，旨在说明其个人及职业背景，并可能提出政府与英特尔的合作方案。特朗普在当地时间上周四于社交平台发文称，英特尔首席执行官存在严重的利益冲突，必须立即辞职，并表示这个问题没有其他解决办法。陈立武回应称，“我们正与政府沟通确保其掌握全部事实。”
特朗普点名要求会面，英特尔CEO周一将赴白宫
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·
08-09
$TSM 20250808 245.0 CALL$
昨天就应该上250$好烦这些恶意做空的！
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·
08-09
$台积电(TSM)$
台积电昨天就应该直接创历史新高了，这些恶意做空的。虾仁猪心！
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·
08-09
$台积电(TSM)$
台积电昨天都应该创历史新高了，第二季度净利是某企业的近百倍！
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21:38","market":"us","language":"zh","title":"市场消息：阿里开发新款AI芯片顶替英伟达，不再由台积电代工","url":"https://stock-news.laohu8.com/highlight/detail?id=1143336870","media":"老虎资讯综合","summary":"转为由国内一家企业代工。","content":"<html><head></head><body><p>周五， <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> 盘初大涨超9%。同时， <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 快速下挫超3%， <a href=\"https://laohu8.com/S/TSM\">台积电</a> 跌超2%。市场消息：<strong>阿里开发了一款新的AI芯片，填补英伟达在中国市场的空白。</strong>知情人士称，这款新芯片目前正在测试中，旨在服务于更广泛的人工智能推理任务，而且与英伟达兼容。</p><p>新的芯片不再由台积电代工，转为由国内一家企业代工。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45000285c8e73c4a5ead23daadd14c82\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4d5a7686317b6ccdb1ef7f6133b3f4c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/adb08d03b8d918c2c8ec9dd9fd9c0dcd\" title=\"\" tg-width=\"560\" 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class=\"title\">\n市场消息：阿里开发新款AI芯片顶替英伟达，不再由台积电代工\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\">2025-08-29 21:38</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/BABA\">阿里巴巴</a> 盘初大涨超9%。同时， <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 快速下挫超3%， <a href=\"https://laohu8.com/S/TSM\">台积电</a> 跌超2%。市场消息：<strong>阿里开发了一款新的AI芯片，填补英伟达在中国市场的空白。</strong>知情人士称，这款新芯片目前正在测试中，旨在服务于更广泛的人工智能推理任务，而且与英伟达兼容。</p><p>新的芯片不再由台积电代工，转为由国内一家企业代工。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45000285c8e73c4a5ead23daadd14c82\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a4d5a7686317b6ccdb1ef7f6133b3f4c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/adb08d03b8d918c2c8ec9dd9fd9c0dcd\" 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/5177d7812ef76cff1bd9b42843979808","relate_stocks":{"TSM":"台积电","BABA":"阿里巴巴","NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143336870","content_text":"周五， 阿里巴巴 盘初大涨超9%。同时， 英伟达 快速下挫超3%， 台积电 跌超2%。市场消息：阿里开发了一款新的AI芯片，填补英伟达在中国市场的空白。知情人士称，这款新芯片目前正在测试中，旨在服务于更广泛的人工智能推理任务，而且与英伟达兼容。新的芯片不再由台积电代工，转为由国内一家企业代工。","news_type":1,"symbols_score_info":{"BABA":1.1,"NVDA":1.1,"TSM":1.1}},"isVote":1,"tweetType":1,"viewCount":124,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472911283639056,"gmtCreate":1756488350416,"gmtModify":1756488354930,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"themes":[],"htmlText":"借我300刀我能东山再起！","listText":"借我300刀我能东山再起！","text":"借我300刀我能东山再起！","images":[{"img":"https://static.tigerbbs.com/4c663bd5aee6ac35da118f37a2bff82d"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472911283639056","isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":472910636184296,"gmtCreate":1756488191762,"gmtModify":1756488203677,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"themes":[],"htmlText":"扶我起来！","listText":"扶我起来！","text":"扶我起来！","images":[{"img":"https://static.tigerbbs.com/0929b5104ef26c0f8e4d48e16b8d9431"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472910636184296","isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":472051141472328,"gmtCreate":1756299332527,"gmtModify":1756300318289,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MPNGY\">$美团ADR(MPNGY)$ </a><v-v data-views=\"0\"></v-v> 京东在扫黄除饿的同时实现了财报双双增长，美团却恰恰相反。","listText":"<a href=\"https://laohu8.com/S/MPNGY\">$美团ADR(MPNGY)$ </a><v-v data-views=\"0\"></v-v> 京东在扫黄除饿的同时实现了财报双双增长，美团却恰恰相反。","text":"$美团ADR(MPNGY)$ 京东在扫黄除饿的同时实现了财报双双增长，美团却恰恰相反。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472051141472328","isVote":1,"tweetType":1,"viewCount":468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":471451195592848,"gmtCreate":1756131896512,"gmtModify":1756131898252,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"themes":[],"htmlText":"是小日本在做空台积电吗？","listText":"是小日本在做空台积电吗？","text":"是小日本在做空台积电吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/471451195592848","repostId":"2562219667","repostType":2,"repost":{"id":"2562219667","kind":"news","pubTimestamp":1756104259,"share":"https://www.laohu8.com/m/news/2562219667?lang=&edition=full","pubTime":"2025-08-25 14:44","market":"us","language":"zh","title":"据报台积电逐步于2纳米芯片厂房中停用中国制设备","url":"https://stock-news.laohu8.com/highlight/detail?id=2562219667","media":"AASTOCKS","summary":"《日经亚洲》引述消息报道，台积电(TSM.US)正逐步在最先进的2纳米芯片厂房中停用中国制设备，以避免美国潜在限制措施可能影响生产。知情人士透露，举措与美国可能出台的新规有关，该草案拟禁止接受美国资金补助的芯片制造商使用中国制设备。台积电在先进制程中，曾采用来自中微公司(AMEC)(688012.SH)及屹唐股份(688729.SH)美国子公司Mattson Technology的设备。集团的2纳米芯片生产基地计划落户于新竹，随后扩展至高雄。集团同时正在美国亚利桑那州兴建第三座晶圆厂，未来亦将会生产2纳米芯片。","content":"<html><body><article><p>《日经亚洲》引述消息报道，<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.US)正逐步在最先进的2纳米芯片厂房中停用中国制设备，以避免美国潜在限制措施可能影响生产。知情人士透露，举措与美国可能出台的新规有关，该草案拟禁止接受美国资金补助的芯片制造商使用中国制设备。</p><p>台积电在先进制程中，曾采用来自<a href=\"https://laohu8.com/S/688012\">中微公司</a>(AMEC)(688012.SH)及<a href=\"https://laohu8.com/S/688729\">屹唐股份</a>(688729.SH)美国子公司Mattson Technology的设备。集团的2纳米芯片生产基地计划落户于新竹，随后扩展至高雄。集团同时正在美国亚利桑那州兴建第三座晶圆厂，未来亦将会生产2纳米芯片。</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>据报台积电逐步于2纳米芯片厂房中停用中国制设备</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据报台积电逐步于2纳米芯片厂房中停用中国制设备\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-25 14:44 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250825155132975f35a9&s=b><strong>AASTOCKS</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>《日经亚洲》引述消息报道，台积电(TSM.US)正逐步在最先进的2纳米芯片厂房中停用中国制设备，以避免美国潜在限制措施可能影响生产。知情人士透露，举措与美国可能出台的新规有关，该草案拟禁止接受美国资金补助的芯片制造商使用中国制设备。台积电在先进制程中，曾采用来自中微公司(AMEC)(688012.SH)及屹唐股份(688729.SH)美国子公司Mattson Technology的设备。集团的2...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250825155132975f35a9&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0878004406.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) INC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","BK4550":"红杉资本持仓","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU0348723411.USD":"ALLIANZ 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Technology的设备。集团的2纳米芯片生产基地计划落户于新竹，随后扩展至高雄。集团同时正在美国亚利桑那州兴建第三座晶圆厂，未来亦将会生产2纳米芯片。","news_type":1,"symbols_score_info":{"03145":0.6,"TSM":1}},"isVote":1,"tweetType":1,"viewCount":306,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":466534863507760,"gmtCreate":1754925492950,"gmtModify":1754925494771,"author":{"id":"4207235655169200","authorId":"4207235655169200","name":"一割","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4207235655169200","authorIdStr":"4207235655169200"},"themes":[],"htmlText":"识时务者为俊杰！代工业务给台积电可以增加税收。应当注意汇报用语","listText":"识时务者为俊杰！代工业务给台积电可以增加税收。应当注意汇报用语","text":"识时务者为俊杰！代工业务给台积电可以增加税收。应当注意汇报用语","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/466534863507760","repostId":"2558842426","repostType":2,"repost":{"id":"2558842426","kind":"news","pubTimestamp":1754868045,"share":"https://www.laohu8.com/m/news/2558842426?lang=&edition=full","pubTime":"2025-08-11 07:20","market":"us","language":"zh","title":"特朗普点名要求会面，英特尔CEO周一将赴白宫","url":"https://stock-news.laohu8.com/highlight/detail?id=2558842426","media":"新浪财经","summary":"格隆汇8月11日｜据华尔街日报援引知情人士报道，英特尔(INTC.O)CEO陈立武将于周一前往白宫，此前美国总统特朗普公开要求其辞职。知情人士称，陈立武计划与特朗普进行广泛对话，旨在说明其个人及职业背景，并可能提出政府与英特尔的合作方案。特朗普在当地时间上周四于社交平台发文称，英特尔首席执行官存在严重的利益冲突，必须立即辞职，并表示这个问题没有其他解决办法。陈立武回应称，“我们正与政府沟通确保其掌握全部事实。”","content":"<html><head></head><body><p style=\"text-align: start;\">8月11日，据知情人士报道，英特尔CEO陈立武将于周一前往白宫，此前美国总统特朗普公开要求其辞职。</p><p style=\"text-align: start;\">知情人士称，陈立武计划与特朗普进行广泛对话，旨在说明其个人及职业背景，并可能提出政府与英特尔的合作方案。</p><p style=\"text-align: start;\">特朗普在当地时间上周四于社交平台发文称，英特尔首席执行官存在严重的利益冲突，必须立即辞职，并表示这个问题没有其他解决办法。陈立武回应称，“我们正与政府沟通确保其掌握全部事实。”</p></body></html>","source":"XLCJ","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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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特朗普点名要求会面，英特尔CEO周一将赴白宫\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-11 07:20 北京时间 <a href=https://finance.sina.com.cn/world/2025-08-11/doc-infkqftm9949130.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月11日，据知情人士报道，英特尔CEO陈立武将于周一前往白宫，此前美国总统特朗普公开要求其辞职。知情人士称，陈立武计划与特朗普进行广泛对话，旨在说明其个人及职业背景，并可能提出政府与英特尔的合作方案。特朗普在当地时间上周四于社交平台发文称，英特尔首席执行官存在严重的利益冲突，必须立即辞职，并表示这个问题没有其他解决办法。陈立武回应称，“我们正与政府沟通确保其掌握全部事实。”</p>\n\n<a href=\"https://finance.sina.com.cn/world/2025-08-11/doc-infkqftm9949130.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"BK4141":"半导体产品","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4529":"IDC概念","BK4602":"量子计算概念","BK4575":"芯片概念","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc 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