$SpaceX(SPCX)$ $特斯拉(TSLA)$_老虎社区_美港股上老虎

更上层楼111
07-24

$SpaceX(SPCX)$ $特斯拉(TSLA)$

# 特斯拉168亿建超级芯片厂,AI产业链行情能否催化？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

推荐
最新

暂无评论

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":588994441962392,"tweetId":"588994441962392","gmtCreate":1784828906309,"gmtModify":1784852868278,"author":{"id":3524727594037297,"idStr":"3524727594037297","authorId":3524727594037297,"authorIdStr":"3524727594037297","name":"更上层楼111","avatar":"https://static.tigerbbs.com/b19e9f145a689282b3dd05700b3aa015","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":3,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[{"themeId":"de56375587e24a439659487256f74ea6","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"特斯拉168亿建超级芯片厂,AI产业链行情能否催化？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":de56375587e24a439659487256f74ea6}&rnconfig={\"headerBarHidden\": true}","description":"特斯拉上周五涨2.83%、英特尔涨1.84%,消息面是两家联合宣布:特斯拉与SpaceX将投入168亿美元,在得克萨斯州建设名为Terafab的超大规模AI芯片园区,规划面积约1亿平方英尺。它与传统晶圆厂的差别在于把逻辑芯片、存储芯片制造、先进封装与测试压进同一园区,做垂直一体化产能,直接服务Optimus人形机器人、Cybercab与SpaceX太空数据中心的算力需求;英特尔已被确认为制造合作方,其代工业务上周还刚拿下一个值得关注的新客户。产业链上封测端艾马克涨2.05%,供电散热端Vertiv反而跌1.01%,扩散并不均匀。当AI巨头开始自建产能,这波行情能真正传到设备与电力基建吗?","image":"https://static.tigerbbs.com/eb2627fc549872f1cc81fed6a896673d"}],"images":[{"img":"https://static.tigerbbs.com/b7b57062f69edb00a76a5c11e0a52662","width":"1060","height":"765"},{"img":"https://static.tigerbbs.com/974a6901e8ad012ad5409d2b20a9e8a8","width":"866","height":"1452"}],"coverImages":[{"img":"https://static.tigerbbs.com/b7b57062f69edb00a76a5c11e0a52662","width":"1060","height":"765"}],"title":"","html":"<html><head></head><body><p><a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$ </a>&nbsp;<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp;</p><img src=\"https://static.tigerbbs.com/b7b57062f69edb00a76a5c11e0a52662\" tg-width=\"1060\" tg-height=\"765\"><img src=\"https://static.tigerbbs.com/974a6901e8ad012ad5409d2b20a9e8a8\" tg-width=\"866\" tg-height=\"1452\"></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$ </a>&nbsp;<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a>&nbsp;</p><img src=\"https://static.tigerbbs.com/b7b57062f69edb00a76a5c11e0a52662\" tg-width=\"1060\" tg-height=\"765\"><img src=\"https://static.tigerbbs.com/974a6901e8ad012ad5409d2b20a9e8a8\" tg-width=\"866\" tg-height=\"1452\"></body></html>","text":"$SpaceX(SPCX)$ $特斯拉(TSLA)$","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/588994441962392","repostId":0,"isVote":1,"tweetType":1,"viewCount":962,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TSLA","SPCX"],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":["晒单贴"],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":28,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"hasMoreComment":false,"orderType":2}