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求美股稳定一点

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求美股稳定一点

12-31 12:51

千万别投天九去搜一下天九共享就知道打着免费去旅游的幌子全程把你按在椅子上听他们那堆破公司ppt卖股权服务

前苹果及英伟达全球副总裁挂帅天九企服港股IPO冲刺“中国企业资源共享服务第一股”

求美股稳定一点

2025-11-11

全是画大饼

大摩：市场低估了xAI对特斯拉的意义，FSD 14.3或将成为自动驾驶的“蒸汽机时刻”

求美股稳定一点

2025-09-10

$拼多多(PDD)$ 为什么这次反弹你一点不涨

求美股稳定一点

2025-03-13

$美国超微公司(AMD)$ 为什么你跌？？你干什么woc

求美股稳定一点

2025-03-13

$美国超微公司(AMD)$ 人家换ceo你跌什么咋的把lisa绑英特尔去了？

求美股稳定一点

2025-03-07

$美国超微公司(AMD)$ 一. 1.第一位是玛丽·居里，即居里夫人。 2.第二位是苏姿丰（Lisa Su），AMD（超威半导体公司）的董事会主席兼首席执行官。 3.第三位是凯西·伍德（Cathie Wood），美国方舟投资（ARK Invest）创始人兼首席执行官，以“科技女股神”闻名。 4.第四位是卡玛拉·哈里斯。 5.第五位是玛格丽特·希尔达·撒切尔。二.我的母亲，辛苦的帮我带大，供我们吃住和提供良好的生活条件。

求美股稳定一点

2025-03-06

$美国超微公司(AMD)$ 你不能搞这种所有人都在涨你tm动都不动啊演都不带演的恶庄控盘

求美股稳定一点

2025-01-30

amd 价格比nvda低了这么多[笑哭] [笑哭] nvda麻烦了吗？技术不是一个量级的东西就别拿出来乱比

英特尔给AMD制造了大麻烦

求美股稳定一点

2024-11-26

Replying to @jy2888:这是你的吗//@jy2888:没经过别人同意，请不要随便转发别人的东西

求美股稳定一点

2024-10-18

$京东(JD)$ 王八美国人自己涨不了了压着中概股也不能涨

求美股稳定一点

2024-07-28

确实msk这一点太暴露自己的真实性格

@点金圣手11:$特斯拉(TSLA)$ 马斯克的前妻，女儿都说马斯克是个骗子，马斯克自己也一直画饼 “next year” 你们还不懂吗

求美股稳定一点

2024-07-25

$奈飞(NFLX)$ 你怎么可以不跌？

求美股稳定一点

2024-06-13

$英伟达(NVDA)$ 市盈率107 了你真的不贵[无语] 用动态市盈率就是炒两年的短线真落地还得基础

求美股稳定一点

2024-06-10

$超微电脑(SMCI)$ 下星期680

求美股稳定一点

2024-06-01

$小鹏汽车(XPEV)$ 鹏的销量真不行啊都快没有nio一半了 Li 更不用说了大家都在发力怎么你特斯拉杀手还真对标特斯拉吗$蔚来(NIO)$

$理想汽车(LI)$ 特斯拉被卷疯了 nio 的性价比已经碾压特斯拉成为新的豪华电车现在要的就是把充电系统摘出来这样财报就很好看了

求美股稳定一点

2024-06-01

$美国超微公司(AMD)$ 旱地拔葱是这样子的啊？？ -4个点啊哥你半个小时拉回来

求美股稳定一点

2024-06-01

$蔚来(NIO)$ 看起来好起来了啊 😧 这么弱的盘给你这样拉起来无敌了你

求美股稳定一点

2024-04-08

$特斯拉(TSLA)$ 不是吧就这？这还没撑到开盘让我加点put给个机会

求美股稳定一点

2024-04-05

$特斯拉(TSLA)$ woc 什么情况 elon g了？

求美股稳定一点

2024-04-05

$特斯拉(TSLA)$ 接着撑着呗看你明天能撑几时 **

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/NVDA\">英伟达</a>等三家世界500强的全球副总裁，曾主导英特尔(INTC.US)、苹果公司(AAPL.US)在华的主要投资。</p><p>自2019年执掌天九企服以来，戈峻引入国际化的项目管理方法与数字化转型理念，推动公司从早期的“活动组织者”成功蜕变为“企业成长资源共享平台的打造者”。</p><p>当前，在中国经济加速转型升级、新旧动能转换的关键阶段，企业普遍面临“创新活力”与“资源能力”的结构性错位：大量创新企业具备新技术、新产品、新模式，但受限于渠道、资源、资金等瓶颈难以实现业务快速拓展；传统企业拥有成熟资源体系但原有业务增长停滞甚至衰退，自身又缺乏创新能力。</p><p>企业资源共享服务平台作为连接双方的桥梁，致力于整合企业商业资源，特别是帮助创新企业与传统经济实现优势互补，通过提升社会整体的资源配置和使用效率，助力新旧动能转换，创造增量价值。</p><p>企业资源共享服务属平台经济和共享经济融合赛道，2024年市场规模约319.7亿元人民币（以下单位等同），但市场高度分散，前五大市场参与者仅占整体市场份额的8.6%。</p><p>作为中国企业资源共享服务领域的领军者，天九企服通过“天九老板云”平台及线下服务网络，构建了覆盖全国的资源共享生态体系。弗若斯特沙利文数据显示，按收入计，天九企服连续多年位居中国企业资源共享服务提供商首位，2024年市场份额超5.4%。</p><p>公司致力于为创新企业提供业务加速服务，通过整合的<a 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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前苹果及英伟达全球副总裁挂帅 天九企服港股IPO冲刺“中国企业资源共享服务第一股”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-31 07:13 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1387406.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，12月30日，中国领先的企业资源共享服务平台天九共享智慧企业服务股份有限公司（以下简称“天九企服”或“公司”）递交A1表，建银国际、交银国际担任联合保荐机构。若此次IPO成功，天九企服或将成为“中国企业资源共享服务第一股”。其背后的“企业资源共享服务”这条充满机遇的独特赛道也逐渐浮出水面。智通财经APP注意到，天九企服董事长兼CEO为戈峻，后者拥有近25年跨国科技巨头管理经验，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1387406.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) 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10:53","market":"us","language":"zh","title":"大摩：市场低估了xAI对特斯拉的意义，FSD 14.3或将成为自动驾驶的“蒸汽机时刻”","url":"https://stock-news.laohu8.com/highlight/detail?id=2582165333","media":"华尔街见闻","summary":"摩根士丹利认为，特斯拉与xAI的关系、全自动驾驶(FSD)的突破性进展、芯片垂直整合战略、分布式推理云网络、太空AI卫星，以及Cybercab的革命性生产方式，都将重塑特斯拉的长期价值。这些战略布局远超传统汽车制造商的范畴，指向一个由AI驱动的\"马斯克经济体\"(Muskonomy)。","content":"<html><head></head><body><blockquote><p>摩根士丹利认为，特斯拉与xAI的关系、全自动驾驶(FSD)的突破性进展、芯片垂直整合战略、分布式推理云网络、太空AI卫星，以及Cybercab的革命性生产方式，都将重塑特斯拉的长期价值。这些战略布局远超传统汽车制造商的范畴，指向一个由AI驱动的&#34;马斯克经济体&#34;(Muskonomy)。</p></blockquote><p style=\"text-align: justify;\">当全市场的目光集中在马斯克的天价薪酬上，大摩指出市场忽略了特斯拉股东大会的战略要点。</p><p style=\"text-align: justify;\">据追风交易台，摩根士丹利分析师Adam Jonas在最新的报告中表示，股东们批准马斯克惊人的薪酬方案早已是意料之中，但这只是噪音。报告的真正价值在于，它揭示了几个被市场忽视、却将在未来6-12个月内深刻影响股价的关键信号。</p><p style=\"text-align: justify;\">摩根士丹利认为，特斯拉与xAI的关系、全自动驾驶(FSD)的突破性进展、芯片垂直整合战略、分布式推理云网络、太空AI卫星，以及Cybercab的革命性生产方式，都将重塑特斯拉的长期价值。这些战略布局远超传统汽车制造商的范畴，指向一个由AI驱动的&#34;马斯克经济体&#34;(Muskonomy)。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/428de9ae566ec219d5f7264c963a3637\" tg-width=\"493\" tg-height=\"394\"/></p><p style=\"text-align: justify;\">摩根士丹利维持特斯拉“增持”评级，并给出410美元的目标价，隔夜特斯拉股价收于445.23美元，牛市情景下目标价高达800美元。</p><h2 id=\"muskonomy-x-ai\">“马斯克经济体”的基石：xAI 与芯片自主</h2><p style=\"text-align: justify;\">报告指出，市场似乎并未真正理解特斯拉与xAI之间唇亡齿寒的共生关系。</p><p style=\"text-align: justify;\">大摩报告强调：</p><blockquote><p style=\"text-align: justify;\">特斯拉与xAI（在财务和战略上）的关系对特斯拉的长期成功具有决定性作用……我们相信，随着特斯拉在未来一年进入物理AI/自动驾驶的下一阶段，这种共同决定性将变得更加明显。</p></blockquote><p style=\"text-align: justify;\"><strong>大摩认为，两家公司在数据、软硬件和制造上形成递归循环，其价值体系更源于同一位创造者。这种深度绑定对特斯拉物理AI和自动驾驶的未来成败起着决定性作用。</strong></p><p style=\"text-align: justify;\">同时，为支撑数以十亿计的机器人（汽车、人形机器人等）宏大计划，<strong>马斯克暗示特斯拉可能亲自下场建造“巨型芯片工厂”，以确保这个“机器人大脑”最宝贵资源的供应与创新。</strong>机器人最重要的部分是推理大脑，特斯拉希望在推理芯片制造方面实现一定程度的垂直整合。</p><p style=\"text-align: justify;\">股东大会上，马斯克对于FSD V14.3将实现“开车时发短信”的信心，赢得了堪比薪酬方案通过时的掌声。摩根士丹利认为，市场低估了这一刻的意义。</p><p style=\"text-align: justify;\"><strong>将驾驶责任从人类转移给纯视觉算法，是交通领域的“蒸汽机时刻”，一个历史性的技术突破点。这不仅是技术进步,更是出行方式的根本性变革。</strong></p><p style=\"text-align: justify;\"><strong>此外，马斯克还提出了一个惊人构想——一个“庞大的”分布式推理云。</strong></p><blockquote><p style=\"text-align: justify;\">如果你允许特斯拉在你不用车的时候进行AI推理计算，我们愿意每月付给你100或200美元。仅美国就有超3亿辆汽车，全球超12亿辆。若它们都具备等同于英伟达Blackwell GPU的算力，将形成一个规模空前的边缘计算网络，为数据中心减负。仅在美国就相当于超过3亿个Blackwell。全球范围内达到12亿个，预计未来15年可能增至20亿个。</p></blockquote><h2 id=\"608be38b\">终极蓝图：太空计算与颠覆性制造</h2><p style=\"text-align: justify;\"><strong>报告还捕捉到两个指向未来的“彩蛋”。一是马斯克提到的“太阳能AI卫星”，这暗示了特斯拉与SpaceX在太空计算领域的战略协同。</strong></p><p style=\"text-align: justify;\">“太阳能AI卫星”引起了摩根士丹利具身AI和太空团队的高度关注。分析师指出：</p><blockquote><p style=\"text-align: justify;\">他们长期以来一直在讨论太空中先进计算与网络安全通信的自然重叠。太空数据中心远非科幻小说，而是应对人类对算力和电力需求的必然技术。计算机需要冷却环境，外太空的基准温度为2.7开尔文(-270.45摄氏度，-454.8华氏度),具有明显的散热优势。</p></blockquote><p style=\"text-align: justify;\">二是Cybercab的生产目标——“每10秒一辆”，这远超传统汽车制造业60-90秒的节拍，其背后是“无盒式”生产线、极简设计和免喷涂工艺等颠覆性创新。这预示着自亨利·福特以来，汽车大规模生产方式的又一次伟大飞跃。具体来看，特斯拉希望：</p><blockquote><p style=\"text-align: justify;\">通过采用全新的&#34;非箱式&#34;生产线，极简主义方法，以及车型之间几乎零定制化/差异化。没有方向盘，没有后视镜，采用预涂层塑料复合材料“卡扣式”车身面板(可能不需要喷漆车间)。</p></blockquote></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>大摩：市场低估了xAI对特斯拉的意义，FSD 14.3或将成为自动驾驶的“蒸汽机时刻”</title>\n<style 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href=\"https://wallstreetcn.com/articles/3759104\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"TSLL":"2倍做多TSLA ETF-Direxion","TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3759104","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2582165333","content_text":"摩根士丹利认为，特斯拉与xAI的关系、全自动驾驶(FSD)的突破性进展、芯片垂直整合战略、分布式推理云网络、太空AI卫星，以及Cybercab的革命性生产方式，都将重塑特斯拉的长期价值。这些战略布局远超传统汽车制造商的范畴，指向一个由AI驱动的\"马斯克经济体\"(Muskonomy)。当全市场的目光集中在马斯克的天价薪酬上，大摩指出市场忽略了特斯拉股东大会的战略要点。据追风交易台，摩根士丹利分析师Adam Jonas在最新的报告中表示，股东们批准马斯克惊人的薪酬方案早已是意料之中，但这只是噪音。报告的真正价值在于，它揭示了几个被市场忽视、却将在未来6-12个月内深刻影响股价的关键信号。摩根士丹利认为，特斯拉与xAI的关系、全自动驾驶(FSD)的突破性进展、芯片垂直整合战略、分布式推理云网络、太空AI卫星，以及Cybercab的革命性生产方式，都将重塑特斯拉的长期价值。这些战略布局远超传统汽车制造商的范畴，指向一个由AI驱动的\"马斯克经济体\"(Muskonomy)。摩根士丹利维持特斯拉“增持”评级，并给出410美元的目标价，隔夜特斯拉股价收于445.23美元，牛市情景下目标价高达800美元。“马斯克经济体”的基石：xAI 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href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a>&nbsp; 一. 1.第一位是玛丽·居里，即居里夫人。 2.第二位是苏姿丰（Lisa Su），AMD（超威半导体公司）的董事会主席兼首席执行官。 3.第三位是凯西·伍德（Cathie Wood），美国方舟投资（ARK Invest）创始人兼首席执行官，以“科技女股神”闻名。 4.第四位是卡玛拉·哈里斯。 5.第五位是玛格丽特·希尔达·撒切尔。 二.我的母亲，辛苦的帮我带大，供我们吃住和提供良好的生活条件。","text":"$美国超微公司(AMD)$ 一. 1.第一位是玛丽·居里，即居里夫人。 2.第二位是苏姿丰（Lisa Su），AMD（超威半导体公司）的董事会主席兼首席执行官。 3.第三位是凯西·伍德（Cathie Wood），美国方舟投资（ARK Invest）创始人兼首席执行官，以“科技女股神”闻名。 4.第四位是卡玛拉·哈里斯。 5.第五位是玛格丽特·希尔达·撒切尔。 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恶庄控盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/410400911122624","isVote":1,"tweetType":1,"viewCount":1705,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398149609194048,"gmtCreate":1738227101553,"gmtModify":1738227103791,"author":{"id":"3485385939767603","authorId":"3485385939767603","name":"求美股稳定一点","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3485385939767603","idStr":"3485385939767603"},"themes":[],"htmlText":"amd 价格比nvda低了这么多[笑哭]&nbsp; [笑哭]&nbsp; &nbsp;nvda麻烦了吗？ 技术不是一个量级的东西就别拿出来乱比","listText":"amd 价格比nvda低了这么多[笑哭]&nbsp; [笑哭]&nbsp; &nbsp;nvda麻烦了吗？ 技术不是一个量级的东西就别拿出来乱比","text":"amd 价格比nvda低了这么多[笑哭] [笑哭] nvda麻烦了吗？ 技术不是一个量级的东西就别拿出来乱比","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398149609194048","repostId":"2507699580","repostType":2,"repost":{"id":"2507699580","kind":"news","pubTimestamp":1738226216,"share":"https://www.laohu8.com/m/news/2507699580?lang=zh_CN&edition=full","pubTime":"2025-01-30 16:36","market":"us","language":"zh","title":"英特尔给AMD制造了大麻烦","url":"https://stock-news.laohu8.com/highlight/detail?id=2507699580","media":"半导体行业观察","summary":"英特尔能够将最大核心数增加到 128 个，是其前代产品的两倍，评论表明英特尔在性能方面已基本赶上 AMD。对此举的第二种解读是，英特尔正在采取积极措施夺回市场份额。大幅降价可能会损害英特尔的利润率，但这并不是定论。削弱AMD的发展势头无论降价的原因是什么，英特尔最新的服务器 CPU 现在比 AMD 的 CPU 更具吸引力。不过，有一点要记住，英特尔和 AMD 服务器 CPU 的标价并不是大客户实际支付的价格。","content":"<html><head></head><body><p>半导体巨头<a href=\"https://laohu8.com/S/INTC\">英特尔</a>正陷入生存危机。该公司缺乏固定的首席执行官，其以代工为中心的战略悬而未决，市场份额的损失给财务带来了压力，其人工智能 (AI) 芯片业务也遭遇了很大挫折。</p><p>虽然英特尔有很多问题，但服务器 CPU 业务是该公司取得真正进展的一个领域。几年前，竞争对手 AMD 凭借 Genoa 系列芯片超越了英特尔，在核心数量、性能和效率方面击败了市场领导者。虽然花了一段时间，但英特尔终于在去年凭借其Granite Rapids 服务器CPU 找到了答案。</p><p>Granite Rapids 是英特尔的关键产品。该芯片系列最终将该公司的主线服务器 CPU 产品从老化的英特尔 7 制造工艺转移到更先进的英特尔 3 工艺，这一转变带来了显着的性能和效率提升。英特尔能够将最大核心数增加到 128 个，是其前代产品的两倍，评论表明英特尔在性能方面已基本赶上 AMD。</p><p><strong>意外降价</strong></p><p>Granite Rapids 的发布会上，有一点让人有些意外，那就是定价。英特尔决定大手笔下手，将旗舰机型的定价定在了 x86 服务器 CPU 的最高水平。考虑到当时英特尔仍在奋力追赶，这一定价决定要么表明英特尔对 Granite Rapids 非常有信心，要么表明该公司还没有接受如今的竞争格局与几年前大不相同的事实。</p><p>Tom&#39;s Hardware本周早些时候报道称，英特尔在未正式宣布的情况下大幅下调了 Granite Rapids CPU 的标价。旗舰型号的标价目前为12460美元，比最初的发布价低了整整5340美元。其他型号也进行了降价，使其价格低于同类 AMD 替代产品。</p><p>值得注意的是，此次降价使得最高端 Granite Rapids 芯片的每核价格远低于 AMD 的顶级芯片，这使得 Granite Rapids 对构建密集云数据中心的客户来说具有吸引力。</p><p>有几种方法可以解释此次降价。首先，Granite Rapids 的销量可能不如英特尔所希望的那样好。虽然该产品系列看起来不错，但定价过高可能会赶走客户。英特尔定于周四公布季度业绩，因此希望该公司能提供最新消息。</p><p>对此举的第二种解读是，英特尔正在采取积极措施夺回市场份额。该公司仍然是服务器 CPU 市场的领导者，但 AMD 在过去几年中取得了巨大的增长。AMD 的 x86 服务器单位份额在 2024 年第三季度为 24.2%，高于 2020 年第三季度的 6.6%。</p><p>事实可能是两者兼而有之。大幅降价可能会损害英特尔的利润率，但这并不是定论。由于英特尔采用英特尔 3 工艺在内部生产 Granite Rapids，如果降价能提高单位销量并提高公司晶圆厂的利用率，利润率可能不会受到太大影响。英特尔 3 是英特尔向代工客户提供的一种工艺，该公司可能有需要填补的过剩产能。</p><p><strong>削弱AMD的发展势头</strong></p><p>无论降价的原因是什么，英特尔最新的服务器 CPU 现在比 AMD 的 CPU 更具吸引力。AMD 将制造业务外包给<a href=\"https://laohu8.com/S/TSM\">台积电</a>，因此如果该公司因此降价，将侵蚀其利润率。</p><p>不过，有一点要记住，英特尔和 AMD 服务器 CPU 的标价并不是大客户实际支付的价格。相反，它们是一个上限。英特尔可能一直在为云计算客户提供大幅折扣。</p><p>无论如何，英特尔似乎正在全力以赴，试图让其数据中心业务恢复正常，并夺回过去几年失去的部分市场份额。凭借稳定且具有竞争力的产品阵容，激进的定价可能正是该公司扭转局面所需要的。</p><p>参考链接</p><p>https://finance.yahoo.com/news/intel-just-created-big-problem-104000212.html</p></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>英特尔给AMD制造了大麻烦</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英特尔给AMD制造了大麻烦\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-30 16:36 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250130101936abbcd208&s=b><strong>半导体行业观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>半导体巨头英特尔正陷入生存危机。该公司缺乏固定的首席执行官，其以代工为中心的战略悬而未决，市场份额的损失给财务带来了压力，其人工智能 (AI) 芯片业务也遭遇了很大挫折。虽然英特尔有很多问题，但服务器 CPU 业务是该公司取得真正进展的一个领域。几年前，竞争对手 AMD 凭借 Genoa 系列芯片超越了英特尔，在核心数量、性能和效率方面击败了市场领导者。虽然花了一段时间，但英特尔终于在去年凭借其...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250130101936abbcd208&s=b\">网页链接</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":{"BK4573":"虚拟现实","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","BK4532":"文艺复兴科技持仓","AMD":"美国超微公司","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4543":"AI","BK4512":"苹果概念","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4527":"明星科技股","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4585":"ETF&股票定投概念","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","BK4534":"瑞士信贷持仓","GFS":"GLOBALFOUNDRIES Inc.","LU1951198990.SGD":"Natixis 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250130101936abbcd208&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2507699580","content_text":"半导体巨头英特尔正陷入生存危机。该公司缺乏固定的首席执行官，其以代工为中心的战略悬而未决，市场份额的损失给财务带来了压力，其人工智能 (AI) 芯片业务也遭遇了很大挫折。虽然英特尔有很多问题，但服务器 CPU 业务是该公司取得真正进展的一个领域。几年前，竞争对手 AMD 凭借 Genoa 系列芯片超越了英特尔，在核心数量、性能和效率方面击败了市场领导者。虽然花了一段时间，但英特尔终于在去年凭借其Granite Rapids 服务器CPU 找到了答案。Granite Rapids 是英特尔的关键产品。该芯片系列最终将该公司的主线服务器 CPU 产品从老化的英特尔 7 制造工艺转移到更先进的英特尔 3 工艺，这一转变带来了显着的性能和效率提升。英特尔能够将最大核心数增加到 128 个，是其前代产品的两倍，评论表明英特尔在性能方面已基本赶上 AMD。意外降价Granite Rapids 的发布会上，有一点让人有些意外，那就是定价。英特尔决定大手笔下手，将旗舰机型的定价定在了 x86 服务器 CPU 的最高水平。考虑到当时英特尔仍在奋力追赶，这一定价决定要么表明英特尔对 Granite Rapids 非常有信心，要么表明该公司还没有接受如今的竞争格局与几年前大不相同的事实。Tom's Hardware本周早些时候报道称，英特尔在未正式宣布的情况下大幅下调了 Granite Rapids CPU 的标价。旗舰型号的标价目前为12460美元，比最初的发布价低了整整5340美元。其他型号也进行了降价，使其价格低于同类 AMD 替代产品。值得注意的是，此次降价使得最高端 Granite Rapids 芯片的每核价格远低于 AMD 的顶级芯片，这使得 Granite Rapids 对构建密集云数据中心的客户来说具有吸引力。有几种方法可以解释此次降价。首先，Granite Rapids 的销量可能不如英特尔所希望的那样好。虽然该产品系列看起来不错，但定价过高可能会赶走客户。英特尔定于周四公布季度业绩，因此希望该公司能提供最新消息。对此举的第二种解读是，英特尔正在采取积极措施夺回市场份额。该公司仍然是服务器 CPU 市场的领导者，但 AMD 在过去几年中取得了巨大的增长。AMD 的 x86 服务器单位份额在 2024 年第三季度为 24.2%，高于 2020 年第三季度的 6.6%。事实可能是两者兼而有之。大幅降价可能会损害英特尔的利润率，但这并不是定论。由于英特尔采用英特尔 3 工艺在内部生产 Granite Rapids，如果降价能提高单位销量并提高公司晶圆厂的利用率，利润率可能不会受到太大影响。英特尔 3 是英特尔向代工客户提供的一种工艺，该公司可能有需要填补的过剩产能。削弱AMD的发展势头无论降价的原因是什么，英特尔最新的服务器 CPU 现在比 AMD 的 CPU 更具吸引力。AMD 将制造业务外包给台积电，因此如果该公司因此降价，将侵蚀其利润率。不过，有一点要记住，英特尔和 AMD 服务器 CPU 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天九企服港股IPO冲刺“中国企业资源共享服务第一股”","url":"https://stock-news.laohu8.com/highlight/detail?id=2595743603","media":"智通财经","summary":"若此次IPO成功，天九企服或将成为“中国企业资源共享服务第一股”。弗若斯特沙利文数据显示，按收入计，天九企服连续多年位居中国企业资源共享服务提供商首位，2024年市场份额超5.4%。公司是国家高新技术企业，并获得工信部认证的“国家中小企业公共服务示范平台”。此次IPO募集资金将用于市场拓展、技术研发、收并购及一般公司用途，进一步巩固天九企服在企业资源共享领域的领先地位。","content":"<html><body><p>智通财经APP获悉，12月30日，中国领先的企业资源共享服务平台天九共享智慧企业服务股份有限公司（以下简称“天九企服”或“公司”）递交A1表，建银国际、<a href=\"https://laohu8.com/S/03329\">交银国际</a>担任联合保荐机构。</p><p>若此次IPO成功，天九企服或将成为“中国企业资源共享服务第一股”。其背后的“企业资源共享服务”这条充满机遇的独特赛道也逐渐浮出水面。</p><p>智通财经APP注意到，天九企服董事长兼CEO为戈峻，后者拥有近25年跨国科技巨头管理经验，曾先后担任<a href=\"https://laohu8.com/S/INTC\">英特尔</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>等三家世界500强的全球副总裁，曾主导英特尔(INTC.US)、苹果公司(AAPL.US)在华的主要投资。</p><p>自2019年执掌天九企服以来，戈峻引入国际化的项目管理方法与数字化转型理念，推动公司从早期的“活动组织者”成功蜕变为“企业成长资源共享平台的打造者”。</p><p>当前，在中国经济加速转型升级、新旧动能转换的关键阶段，企业普遍面临“创新活力”与“资源能力”的结构性错位：大量创新企业具备新技术、新产品、新模式，但受限于渠道、资源、资金等瓶颈难以实现业务快速拓展；传统企业拥有成熟资源体系但原有业务增长停滞甚至衰退，自身又缺乏创新能力。</p><p>企业资源共享服务平台作为连接双方的桥梁，致力于整合企业商业资源，特别是帮助创新企业与传统经济实现优势互补，通过提升社会整体的资源配置和使用效率，助力新旧动能转换，创造增量价值。</p><p>企业资源共享服务属平台经济和共享经济融合赛道，2024年市场规模约319.7亿元人民币（以下单位等同），但市场高度分散，前五大市场参与者仅占整体市场份额的8.6%。</p><p>作为中国企业资源共享服务领域的领军者，天九企服通过“天九老板云”平台及线下服务网络，构建了覆盖全国的资源共享生态体系。弗若斯特沙利文数据显示，按收入计，天九企服连续多年位居中国企业资源共享服务提供商首位，2024年市场份额超5.4%。</p><p>公司致力于为创新企业提供业务加速服务，通过整合的<a href=\"https://laohu8.com/S/300959\">线上线下</a>渠道，将精选的成长型创新企业对接至目标市场的广大传统企业及企业家群体，以实现批量化、标准化的业务合作，助力创新企业业务快速成长的同时，为传统企业和企业家提供拥抱新经济的机遇。</p><p>经营数据层面，公司展现出强劲的增长势头与盈利能力。2022年至2024年，营收从8.11亿元增长至17.72亿元，复合年增长率显著；2023年实现扭亏为盈，当年净利润6.21亿元，2024年净利润增至13.15亿元，盈利能力持续提升。2025年上半年，公司营收7.25亿元，延续良好发展态势。</p><p>公司采取独特的“现金+股权”收费结构。一方面向创新企业收取现金服务费；另一方面根据服务结果的实现换取部分创新企业股权，成为其长期稳定的合作伙伴。该等收费方式有助于减轻创新企业业务拓展过程中的现金支付压力，也让公司更好实现稳健现金流和长期增长潜力的平衡。</p><p>行业资源层面，截至最后实际可行日期，天九企服的线上门户“天九老板云”平台注册用户超620万，其中大多数背景为传统企业和企业家；累计服务创新企业超400家，并有超20,000家潜在创新企业签署保密协议进入资源池。行业覆盖大消费、AI及大数据、新能源、环保等热点赛道。</p><p>在A1文件中特别提到，得益于大数据分析和AI技术的赋能，通过线上平台与线下活动的联动，公司实现了更精准、高效的业务合作匹配。公司是国家高新技术企业，并获得工信部认证的“国家中小企业公共服务示范平台”。其自研的“天九商机大模型算法”也于2024年获得了国家网信办的备案。</p><p>此次IPO募集资金将用于市场拓展、技术研发、收并购及一般公司用途，进一步巩固天九企服在企业资源共享领域的领先地位。</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\" 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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前苹果及英伟达全球副总裁挂帅 天九企服港股IPO冲刺“中国企业资源共享服务第一股”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-31 07:13 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1387406.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，12月30日，中国领先的企业资源共享服务平台天九共享智慧企业服务股份有限公司（以下简称“天九企服”或“公司”）递交A1表，建银国际、交银国际担任联合保荐机构。若此次IPO成功，天九企服或将成为“中国企业资源共享服务第一股”。其背后的“企业资源共享服务”这条充满机遇的独特赛道也逐渐浮出水面。智通财经APP注意到，天九企服董事长兼CEO为戈峻，后者拥有近25年跨国科技巨头管理经验，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1387406.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) 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href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a> 王八美国人 自己涨不了了 压着中概股也不能涨","listText":"<a href=\"https://laohu8.com/S/JD\">$京东(JD)$&nbsp;</a> 王八美国人 自己涨不了了 压着中概股也不能涨","text":"$京东(JD)$ 王八美国人 自己涨不了了 压着中概股也不能涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/361450141937904","isVote":1,"tweetType":1,"viewCount":3669,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527296946160353","authorId":"3527296946160353","name":"金龟子","avatar":"https://static.tigerbbs.com/709d6c19c2e7b9fd3c0fe55a31e0b91a","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3527296946160353","idStr":"3527296946160353"},"content":"哥，醒醒，京东出事了","text":"哥，醒醒，京东出事了","html":"哥，醒醒，京东出事了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398149609194048,"gmtCreate":1738227101553,"gmtModify":1738227103791,"author":{"id":"3485385939767603","authorId":"3485385939767603","name":"求美股稳定一点","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3485385939767603","idStr":"3485385939767603"},"themes":[],"htmlText":"amd 价格比nvda低了这么多[笑哭]&nbsp; [笑哭]&nbsp; &nbsp;nvda麻烦了吗？ 技术不是一个量级的东西就别拿出来乱比","listText":"amd 价格比nvda低了这么多[笑哭]&nbsp; [笑哭]&nbsp; &nbsp;nvda麻烦了吗？ 技术不是一个量级的东西就别拿出来乱比","text":"amd 价格比nvda低了这么多[笑哭] [笑哭] nvda麻烦了吗？ 技术不是一个量级的东西就别拿出来乱比","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398149609194048","repostId":"2507699580","repostType":2,"repost":{"id":"2507699580","kind":"news","pubTimestamp":1738226216,"share":"https://www.laohu8.com/m/news/2507699580?lang=zh_CN&edition=full","pubTime":"2025-01-30 16:36","market":"us","language":"zh","title":"英特尔给AMD制造了大麻烦","url":"https://stock-news.laohu8.com/highlight/detail?id=2507699580","media":"半导体行业观察","summary":"英特尔能够将最大核心数增加到 128 个，是其前代产品的两倍，评论表明英特尔在性能方面已基本赶上 AMD。对此举的第二种解读是，英特尔正在采取积极措施夺回市场份额。大幅降价可能会损害英特尔的利润率，但这并不是定论。削弱AMD的发展势头无论降价的原因是什么，英特尔最新的服务器 CPU 现在比 AMD 的 CPU 更具吸引力。不过，有一点要记住，英特尔和 AMD 服务器 CPU 的标价并不是大客户实际支付的价格。","content":"<html><head></head><body><p>半导体巨头<a href=\"https://laohu8.com/S/INTC\">英特尔</a>正陷入生存危机。该公司缺乏固定的首席执行官，其以代工为中心的战略悬而未决，市场份额的损失给财务带来了压力，其人工智能 (AI) 芯片业务也遭遇了很大挫折。</p><p>虽然英特尔有很多问题，但服务器 CPU 业务是该公司取得真正进展的一个领域。几年前，竞争对手 AMD 凭借 Genoa 系列芯片超越了英特尔，在核心数量、性能和效率方面击败了市场领导者。虽然花了一段时间，但英特尔终于在去年凭借其Granite Rapids 服务器CPU 找到了答案。</p><p>Granite Rapids 是英特尔的关键产品。该芯片系列最终将该公司的主线服务器 CPU 产品从老化的英特尔 7 制造工艺转移到更先进的英特尔 3 工艺，这一转变带来了显着的性能和效率提升。英特尔能够将最大核心数增加到 128 个，是其前代产品的两倍，评论表明英特尔在性能方面已基本赶上 AMD。</p><p><strong>意外降价</strong></p><p>Granite Rapids 的发布会上，有一点让人有些意外，那就是定价。英特尔决定大手笔下手，将旗舰机型的定价定在了 x86 服务器 CPU 的最高水平。考虑到当时英特尔仍在奋力追赶，这一定价决定要么表明英特尔对 Granite Rapids 非常有信心，要么表明该公司还没有接受如今的竞争格局与几年前大不相同的事实。</p><p>Tom&#39;s Hardware本周早些时候报道称，英特尔在未正式宣布的情况下大幅下调了 Granite Rapids CPU 的标价。旗舰型号的标价目前为12460美元，比最初的发布价低了整整5340美元。其他型号也进行了降价，使其价格低于同类 AMD 替代产品。</p><p>值得注意的是，此次降价使得最高端 Granite Rapids 芯片的每核价格远低于 AMD 的顶级芯片，这使得 Granite Rapids 对构建密集云数据中心的客户来说具有吸引力。</p><p>有几种方法可以解释此次降价。首先，Granite Rapids 的销量可能不如英特尔所希望的那样好。虽然该产品系列看起来不错，但定价过高可能会赶走客户。英特尔定于周四公布季度业绩，因此希望该公司能提供最新消息。</p><p>对此举的第二种解读是，英特尔正在采取积极措施夺回市场份额。该公司仍然是服务器 CPU 市场的领导者，但 AMD 在过去几年中取得了巨大的增长。AMD 的 x86 服务器单位份额在 2024 年第三季度为 24.2%，高于 2020 年第三季度的 6.6%。</p><p>事实可能是两者兼而有之。大幅降价可能会损害英特尔的利润率，但这并不是定论。由于英特尔采用英特尔 3 工艺在内部生产 Granite Rapids，如果降价能提高单位销量并提高公司晶圆厂的利用率，利润率可能不会受到太大影响。英特尔 3 是英特尔向代工客户提供的一种工艺，该公司可能有需要填补的过剩产能。</p><p><strong>削弱AMD的发展势头</strong></p><p>无论降价的原因是什么，英特尔最新的服务器 CPU 现在比 AMD 的 CPU 更具吸引力。AMD 将制造业务外包给<a href=\"https://laohu8.com/S/TSM\">台积电</a>，因此如果该公司因此降价，将侵蚀其利润率。</p><p>不过，有一点要记住，英特尔和 AMD 服务器 CPU 的标价并不是大客户实际支付的价格。相反，它们是一个上限。英特尔可能一直在为云计算客户提供大幅折扣。</p><p>无论如何，英特尔似乎正在全力以赴，试图让其数据中心业务恢复正常，并夺回过去几年失去的部分市场份额。凭借稳定且具有竞争力的产品阵容，激进的定价可能正是该公司扭转局面所需要的。</p><p>参考链接</p><p>https://finance.yahoo.com/news/intel-just-created-big-problem-104000212.html</p></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\" 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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英特尔给AMD制造了大麻烦\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-30 16:36 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250130101936abbcd208&s=b><strong>半导体行业观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>半导体巨头英特尔正陷入生存危机。该公司缺乏固定的首席执行官，其以代工为中心的战略悬而未决，市场份额的损失给财务带来了压力，其人工智能 (AI) 芯片业务也遭遇了很大挫折。虽然英特尔有很多问题，但服务器 CPU 业务是该公司取得真正进展的一个领域。几年前，竞争对手 AMD 凭借 Genoa 系列芯片超越了英特尔，在核心数量、性能和效率方面击败了市场领导者。虽然花了一段时间，但英特尔终于在去年凭借其...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250130101936abbcd208&s=b\">网页链接</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":{"BK4573":"虚拟现实","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","BK4532":"文艺复兴科技持仓","AMD":"美国超微公司","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) 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ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250130101936abbcd208&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2507699580","content_text":"半导体巨头英特尔正陷入生存危机。该公司缺乏固定的首席执行官，其以代工为中心的战略悬而未决，市场份额的损失给财务带来了压力，其人工智能 (AI) 芯片业务也遭遇了很大挫折。虽然英特尔有很多问题，但服务器 CPU 业务是该公司取得真正进展的一个领域。几年前，竞争对手 AMD 凭借 Genoa 系列芯片超越了英特尔，在核心数量、性能和效率方面击败了市场领导者。虽然花了一段时间，但英特尔终于在去年凭借其Granite Rapids 服务器CPU 找到了答案。Granite Rapids 是英特尔的关键产品。该芯片系列最终将该公司的主线服务器 CPU 产品从老化的英特尔 7 制造工艺转移到更先进的英特尔 3 工艺，这一转变带来了显着的性能和效率提升。英特尔能够将最大核心数增加到 128 个，是其前代产品的两倍，评论表明英特尔在性能方面已基本赶上 AMD。意外降价Granite Rapids 的发布会上，有一点让人有些意外，那就是定价。英特尔决定大手笔下手，将旗舰机型的定价定在了 x86 服务器 CPU 的最高水平。考虑到当时英特尔仍在奋力追赶，这一定价决定要么表明英特尔对 Granite Rapids 非常有信心，要么表明该公司还没有接受如今的竞争格局与几年前大不相同的事实。Tom's Hardware本周早些时候报道称，英特尔在未正式宣布的情况下大幅下调了 Granite Rapids CPU 的标价。旗舰型号的标价目前为12460美元，比最初的发布价低了整整5340美元。其他型号也进行了降价，使其价格低于同类 AMD 替代产品。值得注意的是，此次降价使得最高端 Granite Rapids 芯片的每核价格远低于 AMD 的顶级芯片，这使得 Granite Rapids 对构建密集云数据中心的客户来说具有吸引力。有几种方法可以解释此次降价。首先，Granite Rapids 的销量可能不如英特尔所希望的那样好。虽然该产品系列看起来不错，但定价过高可能会赶走客户。英特尔定于周四公布季度业绩，因此希望该公司能提供最新消息。对此举的第二种解读是，英特尔正在采取积极措施夺回市场份额。该公司仍然是服务器 CPU 市场的领导者，但 AMD 在过去几年中取得了巨大的增长。AMD 的 x86 服务器单位份额在 2024 年第三季度为 24.2%，高于 2020 年第三季度的 6.6%。事实可能是两者兼而有之。大幅降价可能会损害英特尔的利润率，但这并不是定论。由于英特尔采用英特尔 3 工艺在内部生产 Granite Rapids，如果降价能提高单位销量并提高公司晶圆厂的利用率，利润率可能不会受到太大影响。英特尔 3 是英特尔向代工客户提供的一种工艺，该公司可能有需要填补的过剩产能。削弱AMD的发展势头无论降价的原因是什么，英特尔最新的服务器 CPU 现在比 AMD 的 CPU 更具吸引力。AMD 将制造业务外包给台积电，因此如果该公司因此降价，将侵蚀其利润率。不过，有一点要记住，英特尔和 AMD 服务器 CPU 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