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Fred_6810

Fred_6810

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0勋章

00:51

不懂，你超美国政府的心干嘛。你是做股票的还是搞啥的

英特尔一个月暴跌逾50%，美国政府持股市值缩水250亿美元，CEO抄底后再被套

11-05 09:41

$英特尔(INTC)$ 抄底的又来啦，不死不休

11-02

卧槽，接着发

快讯

10-13

券商是谁

香港证监会：对涉嫌操纵首次公开招股的集团采取行动并暂停茶百道的股份交易

10-07

当然。他想和所有头牌合作。只是大家等着他量产呢

英特尔首席执行官表示将继续与马斯克在TeraFab项目上合作

09-16

股价先涨了再说。英特尔就是炒股高手

SK海力士：尚未确认有关SK海力士与英特尔就美国内存芯片生产进行谈判的报道所涉及的任何计划

09-16

这讲了几遍了。英特尔和所有业内的都过了不止一遍，股价涨了4x

盘前异动 | 英特尔涨超5%、SK海力士涨超3%，消息称两家公司洽谈合作；半导体、光通信概念股普涨，阿斯麦、康宁涨超2%

09-01

股价不落后啊

08-31

amd，英伟达都是上货了才说。英特尔在说28年才能量产的....

英特尔14A制程迎重大进展，缺陷密度表现创22纳米后最佳

08-28

这是开玩笑嘛

美团Q2营收同比增长14.4%，调整后净利润25.2亿元大幅超预期，核心业务环比扭亏为盈

08-22

$英特尔(INTC)$ 66等你

08-22

能走快走

英特尔（INTC）盘前挫逾5% 遭传奇投资人德鲁肯米勒于二季度彻底清仓

08-22

还没跌透。这一波涨的太猛了

异动解读｜英特尔盘中下跌3.69%，德鲁肯米勒清仓叠加半导体板块集体重挫

08-22

那自己的代工厂吃灰吗？

市场消息：英特尔 Razor Lake 或将采用台积电 N2X 制程

08-10

哈哈哈，总算不装啦

英特尔将发行150亿美元普通股

08-10

$启明医疗-B(02500)$ 大股东去吃翔吧。董事会解散

08-04

$爱芯元智(00600)$ 骗子公司，只有资金流出套现！

08-02

英特尔就是一个老登股，讲故事炒股高手！

特朗普政府将6家芯片企业纳入政府持股清单，目前政府参股企业总数已达30家

07-30

$英特尔(INTC)$ 啥时把26的缺口补上再说吧

07-30

故事讲完了吗？

英特尔超大尺寸封装技术取得进展

去老虎APP查看更多动态

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你是做股票的还是搞啥的","listText":"不懂，你超美国政府的心干嘛。 你是做股票的还是搞啥的","text":"不懂，你超美国政府的心干嘛。 你是做股票的还是搞啥的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/626205843023368","repostId":"1124158230","repostType":2,"repost":{"id":"1124158230","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":1793888798,"share":"https://www.laohunote.com/m/news/1124158230?lang=zh_CN&edition=full","pubTime":"2026-11-05 22:26","market":"us","language":"zh","title":"英特尔一个月暴跌逾50%，美国政府持股市值缩水250亿美元，CEO抄底后再被套","url":"https://stock-news.laohu8.com/highlight/detail?id=1124158230","media":"老虎资讯综合","summary":"与此同时，美国政府持有的英特尔股份市值已从10月初的约500亿美元缩水至250亿美元，蒸发约250亿美元。周四盘前，英特尔股价进一步下跌约2%，意味着公司正面临一个月内市值大幅缩水的局面。2025年8月，美国政府取得英特尔9.9%的股权，初始投资金额为89亿美元。随着英特尔股价此前上涨，这笔持股的市值在今年10月5日一度达到约500亿美元，但目前已降至约250亿美元，短短一个月缩水约250亿美元。","content":"<html><head></head><body><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/INTC\">英特尔</a>股价持续承压，继10月底公布疲弱财报后，股价跌势仍未止步。周四美股盘前，英特尔再跌约2%，若跌幅延续，过去一个月累计跌幅将超过50%。与此同时，美国政府持有的英特尔股份市值已从10月初的约500亿美元缩水至250亿美元，蒸发约250亿美元。</p><h2 style=\"text-align: left;\">绩后单日暴跌29%，PC业务疲软及供应问题拖累前景</h2><p style=\"text-align: left;\">英特尔本轮跌势主要始于10月底公布的季度财报。受业绩指引疲弱、供应链问题及个人电脑业务表现不佳影响，公司股价在财报公布后单日暴跌29%。</p><p style=\"text-align: left;\">然而，股价在大幅回调后并未出现明显反弹。此后三个交易日，英特尔再度累计下跌11%，反映出市场对公司经营前景及科技板块整体估值的担忧仍未消退。</p><p style=\"text-align: left;\">周四盘前，英特尔股价进一步下跌约2%，意味着公司正面临一个月内市值大幅缩水的局面。</p><h2 style=\"text-align: left;\">美国政府持股市值腰斩，较10月初蒸发250亿美元</h2><p style=\"text-align: left;\">英特尔股价持续下跌，也令美国政府此前入股该公司的账面收益大幅回吐。</p><p style=\"text-align: left;\">2025年8月，美国政府取得英特尔9.9%的股权，初始投资金额为89亿美元。</p><p style=\"text-align: left;\">随着英特尔股价此前上涨，这笔持股的市值在今年10月5日一度达到约500亿美元，但目前已降至约250亿美元，短短一个月缩水约250亿美元。</p><p style=\"text-align: left;\">尽管如此，美国政府目前的持股市值仍明显高于最初的89亿美元投资成本，尚未出现账面亏损。</p><p style=\"text-align: left;\">今年6月英特尔股价处于高位时，美国总统特朗普曾在社交平台表示，美国政府持有的英特尔股份价值已超过600亿美元，并将其视为政府投资取得回报的例子。</p><p style=\"text-align: left;\">随着民主党在本周中期选举中赢得参众两院控制权，英特尔股价大幅回撤，也使特朗普政府此前对该项投资的乐观表态再次受到关注。</p><h2 style=\"text-align: left;\">CEO斥资970万美元增持，买入后股价再跌逾11%</h2><p style=\"text-align: left;\">值得注意的是，英特尔首席执行官陈立武（Lip-Bu Tan）近期选择逆势增持公司股票。</p><p style=\"text-align: left;\">根据周三披露的美国证券交易委员会（SEC）文件，陈立武于周一通过家族信托买入价值约970万美元的英特尔股票。</p><p style=\"text-align: left;\">不过，随着股价继续下跌，英特尔目前的股价已较其买入价格低逾11%，意味着这笔增持短期内已出现明显账面亏损。</p><p style=\"text-align: left;\">华尔街分析师对英特尔的态度仍较谨慎。根据FactSet数据，目前覆盖英特尔的分析师中，超过60%给予「持有」评级，显示市场尚未形成一致的抄底预期。</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>英特尔一个月暴跌逾50%，美国政府持股市值缩水250亿美元，CEO抄底后再被套</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{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英特尔一个月暴跌逾50%，美国政府持股市值缩水250亿美元，CEO抄底后再被套\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\">2026-11-05 22:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"> <a href=\"https://laohu8.com/S/INTC\">英特尔</a>股价持续承压，继10月底公布疲弱财报后，股价跌势仍未止步。周四美股盘前，英特尔再跌约2%，若跌幅延续，过去一个月累计跌幅将超过50%。与此同时，美国政府持有的英特尔股份市值已从10月初的约500亿美元缩水至250亿美元，蒸发约250亿美元。</p><h2 style=\"text-align: left;\">绩后单日暴跌29%，PC业务疲软及供应问题拖累前景</h2><p style=\"text-align: left;\">英特尔本轮跌势主要始于10月底公布的季度财报。受业绩指引疲弱、供应链问题及个人电脑业务表现不佳影响，公司股价在财报公布后单日暴跌29%。</p><p style=\"text-align: left;\">然而，股价在大幅回调后并未出现明显反弹。此后三个交易日，英特尔再度累计下跌11%，反映出市场对公司经营前景及科技板块整体估值的担忧仍未消退。</p><p style=\"text-align: left;\">周四盘前，英特尔股价进一步下跌约2%，意味着公司正面临一个月内市值大幅缩水的局面。</p><h2 style=\"text-align: left;\">美国政府持股市值腰斩，较10月初蒸发250亿美元</h2><p style=\"text-align: left;\">英特尔股价持续下跌，也令美国政府此前入股该公司的账面收益大幅回吐。</p><p style=\"text-align: left;\">2025年8月，美国政府取得英特尔9.9%的股权，初始投资金额为89亿美元。</p><p style=\"text-align: left;\">随着英特尔股价此前上涨，这笔持股的市值在今年10月5日一度达到约500亿美元，但目前已降至约250亿美元，短短一个月缩水约250亿美元。</p><p style=\"text-align: left;\">尽管如此，美国政府目前的持股市值仍明显高于最初的89亿美元投资成本，尚未出现账面亏损。</p><p style=\"text-align: left;\">今年6月英特尔股价处于高位时，美国总统特朗普曾在社交平台表示，美国政府持有的英特尔股份价值已超过600亿美元，并将其视为政府投资取得回报的例子。</p><p style=\"text-align: left;\">随着民主党在本周中期选举中赢得参众两院控制权，英特尔股价大幅回撤，也使特朗普政府此前对该项投资的乐观表态再次受到关注。</p><h2 style=\"text-align: left;\">CEO斥资970万美元增持，买入后股价再跌逾11%</h2><p style=\"text-align: left;\">值得注意的是，英特尔首席执行官陈立武（Lip-Bu Tan）近期选择逆势增持公司股票。</p><p style=\"text-align: left;\">根据周三披露的美国证券交易委员会（SEC）文件，陈立武于周一通过家族信托买入价值约970万美元的英特尔股票。</p><p style=\"text-align: left;\">不过，随着股价继续下跌，英特尔目前的股价已较其买入价格低逾11%，意味着这笔增持短期内已出现明显账面亏损。</p><p style=\"text-align: left;\">华尔街分析师对英特尔的态度仍较谨慎。根据FactSet数据，目前覆盖英特尔的分析师中，超过60%给予「持有」评级，显示市场尚未形成一致的抄底预期。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e58fcd4a67c330616cf11ed02c0ac7c5","relate_stocks":{"INTW":"2倍做多INTC ETF-GraniteShares","LINT":"Direxion Daily INTC Bull 2X ETF","INT":"2倍做多INTC ETF-Corgi","INTC":"英特尔","INYY":"YieldMax INTC Option Income Strategy 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Tan）近期选择逆势增持公司股票。根据周三披露的美国证券交易委员会（SEC）文件，陈立武于周一通过家族信托买入价值约970万美元的英特尔股票。不过，随着股价继续下跌，英特尔目前的股价已较其买入价格低逾11%，意味着这笔增持短期内已出现明显账面亏损。华尔街分析师对英特尔的态度仍较谨慎。根据FactSet数据，目前覆盖英特尔的分析师中，超过60%给予「持有」评级，显示市场尚未形成一致的抄底预期。","news_type":1,"symbols_score_info":{"LINT":0.6,"INTW":0.6,"INYY":0.6,"INTC":2.1,"INT":0.6}},"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625982439845888,"gmtCreate":1793842861772,"gmtModify":1793842863616,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>&nbsp; 抄底的又来啦，不死不休","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>&nbsp; 抄底的又来啦，不死不休","text":"$英特尔(INTC)$ 抄底的又来啦，不死不休","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625982439845888","isVote":1,"tweetType":1,"viewCount":170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625100288599616,"gmtCreate":1793627581626,"gmtModify":1793627678005,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"卧槽，接着发","listText":"卧槽，接着发","text":"卧槽，接着发","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625100288599616","repostId":"1150598724","repostType":2,"repost":{"id":"1150598724","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":1793627533,"share":"https://www.laohunote.com/m/news/1150598724?lang=zh_CN&edition=full","pubTime":"2026-11-02 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21:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\nAlphabet准备通过发行欧元债券筹集60亿欧元\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GGLS":"1倍做空GOOGL ETF-Direxion","GOOL":"Leverage Shares 2X Long GOOGL Daily ETF","GOOG":"谷歌","GOOX":"2倍做多GOOG ETF-T-REX","GOGL":"2倍做多GOOGL ETF-Corgi","GOU":"GraniteShares 2x Long GOOGL Daily ETF","GOOGL":"谷歌A","GOOP":"KURV YIELD PREMIUM STRATEGY GOOGLE (GOOGL) ETF","GOOY":"GOOGL期权收益策略ETF-YieldMax","GGLL":"2倍做多GOOGL-Direxion","GOOW":"Roundhill GOOGL WeeklyPay 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16:39","market":"us","language":"zh","title":"香港证监会：对涉嫌操纵首次公开招股的集团采取行动并暂停茶百道的股份交易","url":"https://stock-news.laohu8.com/highlight/detail?id=1164241435","media":"老虎资讯综合","summary":"香港证监会称，已对两个集团采取行动，因它们涉嫌参与欺诈计划，意图就首次公开招股的股份需求营造虚假或非真实的表象。香港证监会亦已指示香港联合交易所有限公司，自今天上午9时正起暂停四川百茶百道实业股份有限公司（茶百道）（股份代号：02555）的股份交易。香港证监会还表示，高度关注，茶百道的首次公开招股可能曾被人为操纵，意图就茶百道的股份需求营造非真实的表象。在证监会继续进行调查期间，暂停茶百道的股份交易，对为该股维持一个有秩序和公平的市场及维护投资大众的利益是有需要或合宜的。","content":"<html><head></head><body><p style=\"text-align: left;\"><span>香港证监会称，已对两个集团采取行动，因它们涉嫌参与欺诈计划，意图就首次公开招股的股份需求营造虚假或非真实的表象。香港证监会亦已指示香港联合交易所有限公司，自今天上午9时正起暂停四川百茶百道实业股份有限公司（茶百道）（股份代号：02555）的股份交易。香港证监会还表示，高度关注，茶百道的首次公开招股可能曾被人为操纵，意图就茶百道的股份需求营造非真实的表象。在证监会继续进行调查期间，暂停茶百道的股份交易，对为该股维持一个有秩序和公平的市场及维护投资大众的利益是有需要或合宜的。</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b72bdf3f3aa5894dd44dbb644622f3a\" data-align=\"center\" tg-width=\"1202\" tg-height=\"1036\"/><span></span></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>香港证监会：对涉嫌操纵首次公开招股的集团采取行动并暂停茶百道的股份交易</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{ 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}\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香港证监会：对涉嫌操纵首次公开招股的集团采取行动并暂停茶百道的股份交易\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\">2026-10-13 16:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><span>香港证监会称，已对两个集团采取行动，因它们涉嫌参与欺诈计划，意图就首次公开招股的股份需求营造虚假或非真实的表象。香港证监会亦已指示香港联合交易所有限公司，自今天上午9时正起暂停四川百茶百道实业股份有限公司（茶百道）（股份代号：02555）的股份交易。香港证监会还表示，高度关注，茶百道的首次公开招股可能曾被人为操纵，意图就茶百道的股份需求营造非真实的表象。在证监会继续进行调查期间，暂停茶百道的股份交易，对为该股维持一个有秩序和公平的市场及维护投资大众的利益是有需要或合宜的。</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b72bdf3f3aa5894dd44dbb644622f3a\" data-align=\"center\" tg-width=\"1202\" tg-height=\"1036\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/83d7e15a34ddc924a5b1bb03835a8d36","relate_stocks":{"02555":"茶百道"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164241435","content_text":"香港证监会称，已对两个集团采取行动，因它们涉嫌参与欺诈计划，意图就首次公开招股的股份需求营造虚假或非真实的表象。香港证监会亦已指示香港联合交易所有限公司，自今天上午9时正起暂停四川百茶百道实业股份有限公司（茶百道）（股份代号：02555）的股份交易。香港证监会还表示，高度关注，茶百道的首次公开招股可能曾被人为操纵，意图就茶百道的股份需求营造非真实的表象。在证监会继续进行调查期间，暂停茶百道的股份交易，对为该股维持一个有秩序和公平的市场及维护投资大众的利益是有需要或合宜的。","news_type":1,"symbols_score_info":{"02555":2}},"isVote":1,"tweetType":1,"viewCount":755,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615766794720488,"gmtCreate":1791352954581,"gmtModify":1791352956704,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"当然。 他想和所有头牌合作。 只是大家等着他量产呢","listText":"当然。 他想和所有头牌合作。 只是大家等着他量产呢","text":"当然。 他想和所有头牌合作。 只是大家等着他量产呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615766794720488","repostId":"1177270169","repostType":2,"repost":{"id":"1177270169","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":1791352843,"share":"https://www.laohunote.com/m/news/1177270169?lang=zh_CN&edition=full","pubTime":"2026-10-07 14:00","market":"us","language":"zh","title":"英特尔首席执行官表示将继续与马斯克在TeraFab项目上合作","url":"https://stock-news.laohu8.com/highlight/detail?id=1177270169","media":"老虎资讯综合","summary":"英特尔夜盘急升近2%，其首席执行官表示将继续与马斯克在TeraFab项目上合作。","content":"<html><head></head><body><p style=\"text-align: left;\">英特尔夜盘急升近2%，其首席执行官表示将继续与马斯克在TeraFab项目上合作。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e49a8f834a84e51fcbc2b18f9ba60947\" data-align=\"center\" tg-width=\"724\" tg-height=\"230\"/><span></span></p><p style=\"text-align: left;\">以下是需要了解的内容：</p><ul><li><p style=\"text-align: left;\">英特尔将继续参与该项目，首席执行官陈立武在东京举行的一场纪念这家美国芯片制造商在日本运营50周年的活动前表示。</p></li><li><p style=\"text-align: left;\">上周，特斯拉（TSLA）和 SpaceX（SPCX）首席执行官埃隆·马斯克在 X 上表示，台积电（2330.TW）与其芯片制造项目 Terafab 之间已就潜在合作进行讨论。</p></li><li><p style=\"text-align: left;\">马斯克周六在 X 上回应一篇标题为“台积电探索与埃隆·马斯克的 TeraFab 合作计划”的文章截图时写道：“只是讨论，但可能会有结果”。</p></li><li><p style=\"text-align: left;\">台积电的潜在参与可能会挑战英特尔在 Terafab 中的角色，因为马斯克正在为这一芯片制造项目权衡合作伙伴。</p></li></ul></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\" 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font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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英特尔首席执行官表示将继续与马斯克在TeraFab项目上合作\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\">2026-10-07 14:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">英特尔夜盘急升近2%，其首席执行官表示将继续与马斯克在TeraFab项目上合作。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e49a8f834a84e51fcbc2b18f9ba60947\" data-align=\"center\" tg-width=\"724\" tg-height=\"230\"/><span></span></p><p style=\"text-align: left;\">以下是需要了解的内容：</p><ul><li><p style=\"text-align: left;\">英特尔将继续参与该项目，首席执行官陈立武在东京举行的一场纪念这家美国芯片制造商在日本运营50周年的活动前表示。</p></li><li><p style=\"text-align: left;\">上周，特斯拉（TSLA）和 SpaceX（SPCX）首席执行官埃隆·马斯克在 X 上表示，台积电（2330.TW）与其芯片制造项目 Terafab 之间已就潜在合作进行讨论。</p></li><li><p style=\"text-align: left;\">马斯克周六在 X 上回应一篇标题为“台积电探索与埃隆·马斯克的 TeraFab 合作计划”的文章截图时写道：“只是讨论，但可能会有结果”。</p></li><li><p style=\"text-align: left;\">台积电的潜在参与可能会挑战英特尔在 Terafab 中的角色，因为马斯克正在为这一芯片制造项目权衡合作伙伴。</p></li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e58fcd4a67c330616cf11ed02c0ac7c5","relate_stocks":{"INTC":"英特尔","INYY":"YieldMax INTC Option Income Strategy ETF","INTW":"2倍做多INTC ETF-GraniteShares","LINT":"Direxion Daily INTC Bull 2X ETF","INT":"2倍做多INTC ETF-Corgi"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177270169","content_text":"英特尔夜盘急升近2%，其首席执行官表示将继续与马斯克在TeraFab项目上合作。以下是需要了解的内容：英特尔将继续参与该项目，首席执行官陈立武在东京举行的一场纪念这家美国芯片制造商在日本运营50周年的活动前表示。上周，特斯拉（TSLA）和 SpaceX（SPCX）首席执行官埃隆·马斯克在 X 上表示，台积电（2330.TW）与其芯片制造项目 Terafab 之间已就潜在合作进行讨论。马斯克周六在 X 上回应一篇标题为“台积电探索与埃隆·马斯克的 TeraFab 合作计划”的文章截图时写道：“只是讨论，但可能会有结果”。台积电的潜在参与可能会挑战英特尔在 Terafab 中的角色，因为马斯克正在为这一芯片制造项目权衡合作伙伴。","news_type":1,"symbols_score_info":{"INTW":0.6,"LINT":0.6,"INT":0.6,"INTC":2,"SINTCmain":2,"INYY":0.6}},"isVote":1,"tweetType":1,"viewCount":650,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608392933544168,"gmtCreate":1789553257202,"gmtModify":1789553259066,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"股价先涨了再说。 英特尔就是炒股高手","listText":"股价先涨了再说。 英特尔就是炒股高手","text":"股价先涨了再说。 英特尔就是炒股高手","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608392933544168","repostId":"1165086541","repostType":2,"repost":{"id":"1165086541","kind":"news","weMediaInfo":{"introduction":"快讯推送自媒体","home_visible":0,"media_name":"老虎快讯","id":"1061542828","head_image":"https://community-static.tradeup.com/news/6fb3c0336a0e7c79225e5feb8bd9d842"},"pubTimestamp":1789553133,"share":"https://www.laohunote.com/m/news/1165086541?lang=zh_CN&edition=full","pubTime":"2026-09-16 18:05","market":"us","language":"zh","title":"SK海力士：尚未确认有关SK海力士与英特尔就美国内存芯片生产进行谈判的报道所涉及的任何计划","url":"https://stock-news.laohu8.com/highlight/detail?id=1165086541","media":"老虎快讯","summary":"SK海力士表示，目前尚未确认有关SK海力士与英特尔就美国内存芯片生产进行谈判的报道所涉及的任何计划；正在探索多种选项以增强其全球竞争力，但尚未确定具体计划或安排。","content":"<html><head></head><body>SK海力士表示，目前尚未确认有关SK海力士与英特尔就美国内存芯片生产进行谈判的报道所涉及的任何计划；正在探索多种选项以增强其全球竞争力，但尚未确定具体计划或安排。</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>SK海力士：尚未确认有关SK海力士与英特尔就美国内存芯片生产进行谈判的报道所涉及的任何计划</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; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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\">\nSK海力士：尚未确认有关SK海力士与英特尔就美国内存芯片生产进行谈判的报道所涉及的任何计划\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/6fb3c0336a0e7c79225e5feb8bd9d842);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎快讯 </p>\n<p class=\"h-time\">2026-09-16 18:05</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body>SK海力士表示，目前尚未确认有关SK海力士与英特尔就美国内存芯片生产进行谈判的报道所涉及的任何计划；正在探索多种选项以增强其全球竞争力，但尚未确定具体计划或安排。</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/804a1507db031904f26aea17f9e06459","relate_stocks":{"SKHN":"Tradr 2X Short SK hynix Daily ETF","SKHY":"SK海力士","SKHQ":"2x Short SK Hynix Daily ETF","LINT":"Direxion Daily INTC Bull 2X ETF","INT":"2倍做多INTC ETF-Corgi","SKHZ":"1倍做空海力士ETF-Leverage Shares","INTW":"2倍做多INTC ETF-GraniteShares","SKHL":"Direxion Daily SK Hynix Bull 2X ETF","SKHU":"2倍做多海力士-ProShares","SKDD":"2倍做空海力士ETF-GraniteShares","SK":"2倍做多海力士ETF-Corgi","SKHA":"Tradr 2X Long SK hynix Daily ETF","SKHX":"2倍做多海力士ETF-Leverage Shares","HYNX":"2倍做多海力士ETF-T-REX","07709":"南方东英SK海力士每日杠杆最多 (2x) 产品","SKUU":"2倍做多海力士ETF-GraniteShares","INYY":"YieldMax INTC Option Income Strategy ETF","INTC":"英特尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1165086541","content_text":"SK海力士表示，目前尚未确认有关SK海力士与英特尔就美国内存芯片生产进行谈判的报道所涉及的任何计划；正在探索多种选项以增强其全球竞争力，但尚未确定具体计划或安排。","news_type":1,"symbols_score_info":{"SKHA":0.6,"INTC":2,"INT":0.6,"SKHZ":0.6,"SKHU":0.6,"SKDD":0.6,"SKHL":0.6,"SKHX":0.6,"SKUU":0.6,"SKHY":2,"INTW":0.6,"SKHQ":0.6,"HYNX":0.6,"LINT":0.6,"07709":0.6,"SKHN":0.6,"INYY":0.6,"SK":0.6}},"isVote":1,"tweetType":1,"viewCount":930,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608362257596848,"gmtCreate":1789545776307,"gmtModify":1789545778361,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"这讲了几遍了。英特尔和所有业内的都过了不止一遍， 股价涨了4x","listText":"这讲了几遍了。英特尔和所有业内的都过了不止一遍， 股价涨了4x","text":"这讲了几遍了。英特尔和所有业内的都过了不止一遍， 股价涨了4x","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608362257596848","repostId":"1105368838","repostType":2,"repost":{"id":"1105368838","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":1789545664,"share":"https://www.laohunote.com/m/news/1105368838?lang=zh_CN&edition=full","pubTime":"2026-09-16 16:01","market":"us","language":"zh","title":"盘前异动 | 英特尔涨超5%、SK海力士涨超3%，消息称两家公司洽谈合作；半导体、光通信概念股普涨，阿斯麦、康宁涨超2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1105368838","media":"老虎资讯综合","summary":"9月16日，美股三大股指期货齐涨，截止发稿，道指期货涨0.23%，纳指期货涨0.94%，标普500指数期货涨0.44%。光通信概念股普涨，康宁、Lumentum、Applied Optoelectronics、Astera Labs涨超2%，Coherent、Ciena科技、Credo、POET Technologies涨近2%；半导体板块普涨，阿斯麦、迈威尔科技涨超2%，ARM、安森美半导体、台积电、AMD涨超1%；英特尔涨超5%、SK海力士涨超3%，消息称两家公司洽谈合作，拟首次在美生产存储芯片；携程网涨超4%，第二季度营收同比增长6%，受反垄断罚款拖累转亏24.45亿。","content":"<html><head></head><body><p>9月16日，美股三大股指期货齐涨，截止发稿，道指期货涨0.05%，纳指期货涨0.42%，标普500指数期货涨0.18%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5774dd5adb89f9da4e0d008ed8f2ce23\" title=\"\" tg-width=\"414\" tg-height=\"195\"/></p><p>光通信概念股普涨，<a href=\"https://laohu8.com/S/GLW\">康宁</a>、<a href=\"https://laohu8.com/S/LITE\">Lumentum</a>、<a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronics</a>、<a href=\"https://laohu8.com/S/ALAB\">Astera Labs</a>涨超2%，<a href=\"https://laohu8.com/S/COHR\">Coherent</a>、<a href=\"https://laohu8.com/S/CIEN\">Ciena科技</a>、<a href=\"https://laohu8.com/S/CRDO\">Credo</a>、POET Technologies涨近2%；</p><p>半导体板块普涨，<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>、<a href=\"https://laohu8.com/S/MRVL\">迈威尔科技</a>涨超2%，<a href=\"https://laohu8.com/S/ARM\">ARM</a>、<a href=\"https://laohu8.com/S/ON\">安森美半导体</a>、<a href=\"https://laohu8.com/S/TSM\">台积电</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>涨超1%；</p><p><a href=\"https://laohu8.com/S/INTC\">英特尔</a>涨超5%、<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>涨超3%，消息称两家公司洽谈合作，拟首次在美生产存储芯片；</p><p><a href=\"https://laohu8.com/S/TCOM\">携程网</a>涨超4%，第二季度营收同比增长6%，受反垄断罚款拖累转亏24.45亿。</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>盘前异动 | 英特尔涨超5%、SK海力士涨超3%，消息称两家公司洽谈合作；半导体、光通信概念股普涨，阿斯麦、康宁涨超2%</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盘前异动 | 英特尔涨超5%、SK海力士涨超3%，消息称两家公司洽谈合作；半导体、光通信概念股普涨，阿斯麦、康宁涨超2%\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\">2026-09-16 16:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月16日，美股三大股指期货齐涨，截止发稿，道指期货涨0.05%，纳指期货涨0.42%，标普500指数期货涨0.18%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5774dd5adb89f9da4e0d008ed8f2ce23\" title=\"\" tg-width=\"414\" tg-height=\"195\"/></p><p>光通信概念股普涨，<a href=\"https://laohu8.com/S/GLW\">康宁</a>、<a href=\"https://laohu8.com/S/LITE\">Lumentum</a>、<a href=\"https://laohu8.com/S/AAOI\">Applied Optoelectronics</a>、<a href=\"https://laohu8.com/S/ALAB\">Astera Labs</a>涨超2%，<a href=\"https://laohu8.com/S/COHR\">Coherent</a>、<a href=\"https://laohu8.com/S/CIEN\">Ciena科技</a>、<a href=\"https://laohu8.com/S/CRDO\">Credo</a>、POET Technologies涨近2%；</p><p>半导体板块普涨，<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>、<a href=\"https://laohu8.com/S/MRVL\">迈威尔科技</a>涨超2%，<a href=\"https://laohu8.com/S/ARM\">ARM</a>、<a href=\"https://laohu8.com/S/ON\">安森美半导体</a>、<a href=\"https://laohu8.com/S/TSM\">台积电</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>涨超1%；</p><p><a href=\"https://laohu8.com/S/INTC\">英特尔</a>涨超5%、<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>涨超3%，消息称两家公司洽谈合作，拟首次在美生产存储芯片；</p><p><a href=\"https://laohu8.com/S/TCOM\">携程网</a>涨超4%，第二季度营收同比增长6%，受反垄断罚款拖累转亏24.45亿。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"INTC":"英特尔","INYY":"YieldMax INTC Option Income Strategy ETF","SKDD":"2倍做空海力士ETF-GraniteShares","INT":"2倍做多INTC ETF-Corgi","SKHA":"Tradr 2X Long SK hynix Daily ETF","SKUU":"2倍做多海力士ETF-GraniteShares","LINT":"Direxion Daily INTC Bull 2X ETF","SKHL":"Direxion Daily SK Hynix Bull 2X ETF","TCOM":"携程网","SKHN":"Tradr 2X Short SK hynix Daily ETF","INTW":"2倍做多INTC ETF-GraniteShares","SKHQ":"2x Short SK Hynix Daily ETF","07709":"南方东英SK海力士每日杠杆最多 (2x) 产品","SKHU":"2倍做多海力士-ProShares","HYNX":"2倍做多海力士ETF-T-REX","SKHX":"2倍做多海力士ETF-Leverage 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Technologies涨近2%；半导体板块普涨，阿斯麦、迈威尔科技涨超2%，ARM、安森美半导体、台积电、AMD涨超1%；英特尔涨超5%、SK海力士涨超3%，消息称两家公司洽谈合作，拟首次在美生产存储芯片；携程网涨超4%，第二季度营收同比增长6%，受反垄断罚款拖累转亏24.45亿。","news_type":1,"symbols_score_info":{"INT":0.6,"SKHQ":0.6,"SKHY":2,"SKHN":0.6,"SKHU":0.6,"SKHA":0.6,"SKHL":0.6,"SKHZ":0.6,"SKUU":0.6,"INYY":0.6,"07709":0.6,"INTC":2,"INTW":0.6,"HYNX":0.6,"SKDD":0.6,"SK":0.6,"LINT":0.6,"SKHX":0.6,"TCOM":2}},"isVote":1,"tweetType":1,"viewCount":1070,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":603043948975088,"gmtCreate":1788264528620,"gmtModify":1788264533156,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"股价不落后啊","listText":"股价不落后啊","text":"股价不落后啊","images":[{"img":"https://static.tigerbbs.com/67b2c1774f3968f6b6554634e529a7d3","width":"1206","height":"3224"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/603043948975088","isVote":1,"tweetType":1,"viewCount":1555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":602580217197760,"gmtCreate":1788151339308,"gmtModify":1788151341636,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"amd，英伟达都是上货了才说。 &nbsp;英特尔在说28年才能量产的....","listText":"amd，英伟达都是上货了才说。 &nbsp;英特尔在说28年才能量产的....","text":"amd，英伟达都是上货了才说。 英特尔在说28年才能量产的....","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/602580217197760","repostId":"2663026458","repostType":2,"repost":{"id":"2663026458","kind":"live","pubTimestamp":1788142757,"share":"https://www.laohunote.com/m/news/2663026458?lang=zh_CN&edition=full","pubTime":"2026-08-31 10:19","market":"us","language":"zh","title":"英特尔14A制程迎重大进展，缺陷密度表现创22纳米后最佳","url":"https://stock-news.laohu8.com/highlight/detail?id=2663026458","media":"格隆汇","summary":"英特尔下一代14A制程传出正面进展，英特尔首席财务官David Zinsner在德意志银行2026年科技大会上表示，14A目前的缺陷密度表现优于英特尔原先设定的目标，而且缺陷下降速度也是公司过去各制程","content":"<html><body>英特尔下一代14A制程传出正面进展，英特尔首席财务官David Zinsner在德意志银行2026年科技大会上表示，14A目前的缺陷密度表现优于英特尔原先设定的目标，而且缺陷下降速度也是公司过去各制程节点中最快的一次。他并以22纳米作为比较基准，认为这是英特尔推出过表现最出色的制程之一。Zinsner透露，英特尔内部设计团队已经开始在14A上开发产品。他形容这些内部客户大概是所有人里最挑剔的，因此他们愿意选择14A进行产品设计，对英特尔而言也是一项重要的信心提振。按照目前规划，14A预计在2027年下半年进入风险量产，并于2028年迈入大规模量产。</body></html>","source":"live_gelonghui","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14A制程迎重大进展，缺陷密度表现创22纳米后最佳</title>\n<style 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href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","HK0000304805.HKD":"PICTET 战略收益基金 P类港元","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","BK4535":"淡马锡持仓","BK4515":"5G概念","XNTK":"SPDR NYSE Technology ETF","BK4612":"AI芯片","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","HK0000304797.USD":"PICTET 战略收益基金 P类 美元","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","BK4579":"人工智能","LINT":"Direxion Daily INTC Bull 2X ETF","BK4588":"碎股","BK4550":"红杉资本持仓","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY 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Zinsner在德意志银行2026年科技大会上表示，14A目前的缺陷密度表现优于英特尔原先设定的目标，而且缺陷下降速度也是公司过去各制程节点中最快的一次。他并以22纳米作为比较基准，认为这是英特尔推出过表现最出色的制程之一。Zinsner透露，英特尔内部设计团队已经开始在14A上开发产品。他形容这些内部客户大概是所有人里最挑剔的，因此他们愿意选择14A进行产品设计，对英特尔而言也是一项重要的信心提振。按照目前规划，14A预计在2027年下半年进入风险量产，并于2028年迈入大规模量产。","news_type":1,"symbols_score_info":{"LINT":0.6,"INYY":0.6,"CHPS":0.6,"04335":1.98,"AIQ":0.6,"FTXL":0.6,"XNTK":0.6,"INT":0.6,"TTEQ":0.6,"QQQA":0.6,"DRIV":0.6,"SOXX":0.6,"AIS":0.6,"LEGR":0.6,"SINTCmain":0.6,"INTC":1.98,"INTW":0.6}},"isVote":1,"tweetType":1,"viewCount":1166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":601575866950480,"gmtCreate":1787906070011,"gmtModify":1787906072092,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"这是开玩笑嘛","listText":"这是开玩笑嘛","text":"这是开玩笑嘛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/601575866950480","repostId":"1192277911","repostType":2,"repost":{"id":"1192277911","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1787905925,"share":"https://www.laohunote.com/m/news/1192277911?lang=zh_CN&edition=full","pubTime":"2026-08-28 16:32","market":"us","language":"zh","title":"美团Q2营收同比增长14.4%，调整后净利润25.2亿元大幅超预期，核心业务环比扭亏为盈","url":"https://stock-news.laohu8.com/highlight/detail?id=1192277911","media":"华尔街见闻","summary":"8月28日，美团发布2026年第二季度业绩。财报显示，第二季度营收1,046.4亿元，同比增14.4%，预估1,010.8亿元；第二季度调整后净利润25.2亿元，同比增长69%，预估3.403亿元。","content":"<html><head></head><body><blockquote><p>美团2026年Q2营收达1046.4亿元人民币，调整后净利润25.2亿元，大幅高于市场预估的约3.4亿元。核心本地商业分部成为本季最大亮点——收入增长10.1%至715亿元，经营溢利恢复至56.7亿元，同比改善52.3%，上月为亏损20亿元，主要得益于即时配送业务的盈利能力显著提升。</p></blockquote><p style=\"text-align: justify;\">美团在激烈的行业竞争后交出一份强劲的季度成绩单，核心盈利能力全面回升，多项财务指标显著超出市场预期。</p><p style=\"text-align: justify;\"><strong>美团2026年第二季度营收达1046.4亿元人民币，超出彭博综合预期约35亿元。调整后净利润25.2亿元，大幅高于市场预估的约3.4亿元</strong>；调整后EBITDA为41亿元，同比增长47.3%，亦超出预期。公司当季实现经营溢利26.9亿元，而市场此前预估为亏损约8.5亿元。</p><p style=\"text-align: justify;\">核心本地商业分部成为本季最大亮点——<strong>经营溢利恢复至56.7亿元，同比改善52.3%，上月为亏损20亿元。</strong>经营利润率由去年同期的5.7%提升至7.9%。美团指出，订单结构与用户结构持续改善，营销开支趋于审慎，推动盈利能力显著恢复。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54ba3adc8718505adc5a8cd00298e5b6\" tg-width=\"1024\" tg-height=\"805\"/></p><h2 id=\"e547cf77\">营收全面超预期，当季实现扭亏为盈</h2><p style=\"text-align: justify;\">美团第二季度整体营收同比增长14.4%，达1046.4亿元，较彭博综合预期高出约35亿元。上半年累计营收为1956.8亿元。</p><p style=\"text-align: justify;\">当季期内溢利为21.6亿元，而去年同期为3.65亿元，今年一季度则录得亏损68.3亿元，季度间改善显著。公司表示，这是在经历多个季度激烈的行业竞争后首度实现盈利。</p><p style=\"text-align: justify;\">分部表现来看，<strong>核心本地商业收入同比增长10.1%至715.3亿元，新业务收入同比增长25.0%至331.1亿元，均超出市场预期。</strong>毛利达350.9亿元，高于预期的317.3亿元，毛利率同比改善。</p><h2 id=\"689fb51f\">核心本地商业：盈利能力大幅反弹</h2><p style=\"text-align: justify;\"><strong>核心本地商业分部经营溢利由去年同期的37.2亿元增至56.7亿元，</strong>经营利润率同比提升2.2个百分点至7.9%，环比上季度更大幅改善11.1个百分点。</p><p style=\"text-align: justify;\">美团将这一改善归因于两方面：<strong>一是公司主动收敛用户激勵开支，聚焦高质量增长；二是季节性因素带动每笔即时配送订单的成本下降。</strong>配送服务收入同比增长13.1%至268亿元，恢复正增长。与自营品类（包括药品和酒类）相关的商品销售收入同比增长78.9%至35.9亿元。</p><p style=\"text-align: justify;\">美团指出，外卖行业逐步从激烈补贴竞争转向注重运营效率，核心用户黏性进一步增强。公司旗下&#34;美团闪电仓&#34;、&#34;歪马送酒&#34;及&#34;松鼠便利&#34;等业态持续扩张，&#34;美团闪购&#34;老用户购买频次稳步提升，年轻新用户增长尤为突出。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15c1289ca332b4a98ff58920aea78389\" tg-width=\"1024\" tg-height=\"1185\"/></p><h2 id=\"47fa2cec\">新业务亏损持续收窄，海外扩张提速</h2><p style=\"text-align: justify;\">新业务分部收入同比增长25%至331亿元，经营亏损由去年同期的18.8亿元进一步收窄至17.4亿元，经营亏损率由7.1%改善至5.3%。</p><p style=\"text-align: justify;\">食杂零售业务&#34;小象超市&#34;加快城市扩张步伐，自有品牌商品对交易金额的贡献比例持续提升，并于7月在杭州开设第三家线下门店。</p><p style=\"text-align: justify;\">国际业务Keeta在各市场保持强劲增长，香港市场已实现稳定盈利，中东市场经营效率环比持续改善，巴西市场则继续围绕圣保罗进行探索。美团表示，将继续发挥产品、技术及运营优势，提升国际市场的消费及配送体验。</p><h2 id=\"ai\">AI投入加速，研发开支同比增逾两成</h2><p style=\"text-align: justify;\">第二季度研发开支同比增长22.5%至76.7亿元，占收入比例由6.8%提升至7.3%，增幅在各费用科目中居首，主要来自公司层面对AI技术的持续加码。</p><p style=\"text-align: justify;\">美团推出即时零售行业首个AI全域解决方案，并在餐饮、服务零售、医药健康、酒店旅行等领域部署专业化AI Agent，帮助商户提升经营效率。公司将自身定位由商户的&#34;线上渠道&#34;向&#34;AI经营伙伴&#34;演进。</p><p style=\"text-align: justify;\">AI助手&#34;小团&#34;的用户使用度提升，带动平台整体用户活跃度明显增长。美团表示，AI技术与本地生活场景的深度融合，将是未来竞争的核心差异点。</p><h2 id=\"9d1f3c7a\">销售及营销开支趋于审慎，费用结构改善</h2><p style=\"text-align: justify;\">本季销售及营销开支为247.2亿元，同比增长11.5%，增速低于收入增速，占收入比例由去年同期的24.2%下降0.6个百分点至23.6%，显示补贴投放趋于理性。</p><p style=\"text-align: justify;\">销售成本为695.5亿元，同比增长13.2%，占收入比例由67.1%小幅下降0.6个百分点至66.5%，受益于收入增长带来的经营杠杆效应及食杂零售业务盈利能力改善。</p><p style=\"text-align: justify;\">截至2026年6月30日，美团持有现金及现金等价物1047亿元，短期理财投资636亿元，合计逾1680亿元，流动性充裕。</p><p style=\"text-align: justify;\">第二季度经营活动产生现金净流入97亿元；融资活动净流出182亿元，主要用于偿还借款及赎回可换股债券。此外，公司持有理想汽车12.66%股权、智谱3.86%股权及宇树科技7.61%股权等战略投资，均列作长期投资。其中智谱公允价值变动于本季度确认收益约222亿元，计入其他全面收益而未反映于损益表。</p><p style=\"text-align: justify;\">上半年累计，公司录得期内亏损46.7亿元，主要受一季度较大亏损拖累，但上半年经营现金净流入为27.2亿元，业务造血能力依然稳健。</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>美团Q2营收同比增长14.4%，调整后净利润25.2亿元大幅超预期，核心业务环比扭亏为盈</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; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-08-28 16:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>美团2026年Q2营收达1046.4亿元人民币，调整后净利润25.2亿元，大幅高于市场预估的约3.4亿元。核心本地商业分部成为本季最大亮点——收入增长10.1%至715亿元，经营溢利恢复至56.7亿元，同比改善52.3%，上月为亏损20亿元，主要得益于即时配送业务的盈利能力显著提升。</p></blockquote><p style=\"text-align: justify;\">美团在激烈的行业竞争后交出一份强劲的季度成绩单，核心盈利能力全面回升，多项财务指标显著超出市场预期。</p><p style=\"text-align: justify;\"><strong>美团2026年第二季度营收达1046.4亿元人民币，超出彭博综合预期约35亿元。调整后净利润25.2亿元，大幅高于市场预估的约3.4亿元</strong>；调整后EBITDA为41亿元，同比增长47.3%，亦超出预期。公司当季实现经营溢利26.9亿元，而市场此前预估为亏损约8.5亿元。</p><p style=\"text-align: justify;\">核心本地商业分部成为本季最大亮点——<strong>经营溢利恢复至56.7亿元，同比改善52.3%，上月为亏损20亿元。</strong>经营利润率由去年同期的5.7%提升至7.9%。美团指出，订单结构与用户结构持续改善，营销开支趋于审慎，推动盈利能力显著恢复。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54ba3adc8718505adc5a8cd00298e5b6\" tg-width=\"1024\" tg-height=\"805\"/></p><h2 id=\"e547cf77\">营收全面超预期，当季实现扭亏为盈</h2><p style=\"text-align: justify;\">美团第二季度整体营收同比增长14.4%，达1046.4亿元，较彭博综合预期高出约35亿元。上半年累计营收为1956.8亿元。</p><p style=\"text-align: justify;\">当季期内溢利为21.6亿元，而去年同期为3.65亿元，今年一季度则录得亏损68.3亿元，季度间改善显著。公司表示，这是在经历多个季度激烈的行业竞争后首度实现盈利。</p><p style=\"text-align: justify;\">分部表现来看，<strong>核心本地商业收入同比增长10.1%至715.3亿元，新业务收入同比增长25.0%至331.1亿元，均超出市场预期。</strong>毛利达350.9亿元，高于预期的317.3亿元，毛利率同比改善。</p><h2 id=\"689fb51f\">核心本地商业：盈利能力大幅反弹</h2><p style=\"text-align: justify;\"><strong>核心本地商业分部经营溢利由去年同期的37.2亿元增至56.7亿元，</strong>经营利润率同比提升2.2个百分点至7.9%，环比上季度更大幅改善11.1个百分点。</p><p style=\"text-align: justify;\">美团将这一改善归因于两方面：<strong>一是公司主动收敛用户激勵开支，聚焦高质量增长；二是季节性因素带动每笔即时配送订单的成本下降。</strong>配送服务收入同比增长13.1%至268亿元，恢复正增长。与自营品类（包括药品和酒类）相关的商品销售收入同比增长78.9%至35.9亿元。</p><p style=\"text-align: justify;\">美团指出，外卖行业逐步从激烈补贴竞争转向注重运营效率，核心用户黏性进一步增强。公司旗下&#34;美团闪电仓&#34;、&#34;歪马送酒&#34;及&#34;松鼠便利&#34;等业态持续扩张，&#34;美团闪购&#34;老用户购买频次稳步提升，年轻新用户增长尤为突出。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15c1289ca332b4a98ff58920aea78389\" tg-width=\"1024\" tg-height=\"1185\"/></p><h2 id=\"47fa2cec\">新业务亏损持续收窄，海外扩张提速</h2><p style=\"text-align: justify;\">新业务分部收入同比增长25%至331亿元，经营亏损由去年同期的18.8亿元进一步收窄至17.4亿元，经营亏损率由7.1%改善至5.3%。</p><p style=\"text-align: justify;\">食杂零售业务&#34;小象超市&#34;加快城市扩张步伐，自有品牌商品对交易金额的贡献比例持续提升，并于7月在杭州开设第三家线下门店。</p><p style=\"text-align: justify;\">国际业务Keeta在各市场保持强劲增长，香港市场已实现稳定盈利，中东市场经营效率环比持续改善，巴西市场则继续围绕圣保罗进行探索。美团表示，将继续发挥产品、技术及运营优势，提升国际市场的消费及配送体验。</p><h2 id=\"ai\">AI投入加速，研发开支同比增逾两成</h2><p style=\"text-align: justify;\">第二季度研发开支同比增长22.5%至76.7亿元，占收入比例由6.8%提升至7.3%，增幅在各费用科目中居首，主要来自公司层面对AI技术的持续加码。</p><p style=\"text-align: justify;\">美团推出即时零售行业首个AI全域解决方案，并在餐饮、服务零售、医药健康、酒店旅行等领域部署专业化AI Agent，帮助商户提升经营效率。公司将自身定位由商户的&#34;线上渠道&#34;向&#34;AI经营伙伴&#34;演进。</p><p style=\"text-align: justify;\">AI助手&#34;小团&#34;的用户使用度提升，带动平台整体用户活跃度明显增长。美团表示，AI技术与本地生活场景的深度融合，将是未来竞争的核心差异点。</p><h2 id=\"9d1f3c7a\">销售及营销开支趋于审慎，费用结构改善</h2><p style=\"text-align: justify;\">本季销售及营销开支为247.2亿元，同比增长11.5%，增速低于收入增速，占收入比例由去年同期的24.2%下降0.6个百分点至23.6%，显示补贴投放趋于理性。</p><p style=\"text-align: justify;\">销售成本为695.5亿元，同比增长13.2%，占收入比例由67.1%小幅下降0.6个百分点至66.5%，受益于收入增长带来的经营杠杆效应及食杂零售业务盈利能力改善。</p><p style=\"text-align: justify;\">截至2026年6月30日，美团持有现金及现金等价物1047亿元，短期理财投资636亿元，合计逾1680亿元，流动性充裕。</p><p style=\"text-align: justify;\">第二季度经营活动产生现金净流入97亿元；融资活动净流出182亿元，主要用于偿还借款及赎回可换股债券。此外，公司持有理想汽车12.66%股权、智谱3.86%股权及宇树科技7.61%股权等战略投资，均列作长期投资。其中智谱公允价值变动于本季度确认收益约222亿元，计入其他全面收益而未反映于损益表。</p><p style=\"text-align: justify;\">上半年累计，公司录得期内亏损46.7亿元，主要受一季度较大亏损拖累，但上半年经营现金净流入为27.2亿元，业务造血能力依然稳健。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e1238455e09ac8d1135014cb37eb0f4d","relate_stocks":{"03690":"美团-W","MPNGY":"美团ADR"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192277911","content_text":"美团2026年Q2营收达1046.4亿元人民币，调整后净利润25.2亿元，大幅高于市场预估的约3.4亿元。核心本地商业分部成为本季最大亮点——收入增长10.1%至715亿元，经营溢利恢复至56.7亿元，同比改善52.3%，上月为亏损20亿元，主要得益于即时配送业务的盈利能力显著提升。美团在激烈的行业竞争后交出一份强劲的季度成绩单，核心盈利能力全面回升，多项财务指标显著超出市场预期。美团2026年第二季度营收达1046.4亿元人民币，超出彭博综合预期约35亿元。调整后净利润25.2亿元，大幅高于市场预估的约3.4亿元；调整后EBITDA为41亿元，同比增长47.3%，亦超出预期。公司当季实现经营溢利26.9亿元，而市场此前预估为亏损约8.5亿元。核心本地商业分部成为本季最大亮点——经营溢利恢复至56.7亿元，同比改善52.3%，上月为亏损20亿元。经营利润率由去年同期的5.7%提升至7.9%。美团指出，订单结构与用户结构持续改善，营销开支趋于审慎，推动盈利能力显著恢复。营收全面超预期，当季实现扭亏为盈美团第二季度整体营收同比增长14.4%，达1046.4亿元，较彭博综合预期高出约35亿元。上半年累计营收为1956.8亿元。当季期内溢利为21.6亿元，而去年同期为3.65亿元，今年一季度则录得亏损68.3亿元，季度间改善显著。公司表示，这是在经历多个季度激烈的行业竞争后首度实现盈利。分部表现来看，核心本地商业收入同比增长10.1%至715.3亿元，新业务收入同比增长25.0%至331.1亿元，均超出市场预期。毛利达350.9亿元，高于预期的317.3亿元，毛利率同比改善。核心本地商业：盈利能力大幅反弹核心本地商业分部经营溢利由去年同期的37.2亿元增至56.7亿元，经营利润率同比提升2.2个百分点至7.9%，环比上季度更大幅改善11.1个百分点。美团将这一改善归因于两方面：一是公司主动收敛用户激勵开支，聚焦高质量增长；二是季节性因素带动每笔即时配送订单的成本下降。配送服务收入同比增长13.1%至268亿元，恢复正增长。与自营品类（包括药品和酒类）相关的商品销售收入同比增长78.9%至35.9亿元。美团指出，外卖行业逐步从激烈补贴竞争转向注重运营效率，核心用户黏性进一步增强。公司旗下\"美团闪电仓\"、\"歪马送酒\"及\"松鼠便利\"等业态持续扩张，\"美团闪购\"老用户购买频次稳步提升，年轻新用户增长尤为突出。新业务亏损持续收窄，海外扩张提速新业务分部收入同比增长25%至331亿元，经营亏损由去年同期的18.8亿元进一步收窄至17.4亿元，经营亏损率由7.1%改善至5.3%。食杂零售业务\"小象超市\"加快城市扩张步伐，自有品牌商品对交易金额的贡献比例持续提升，并于7月在杭州开设第三家线下门店。国际业务Keeta在各市场保持强劲增长，香港市场已实现稳定盈利，中东市场经营效率环比持续改善，巴西市场则继续围绕圣保罗进行探索。美团表示，将继续发挥产品、技术及运营优势，提升国际市场的消费及配送体验。AI投入加速，研发开支同比增逾两成第二季度研发开支同比增长22.5%至76.7亿元，占收入比例由6.8%提升至7.3%，增幅在各费用科目中居首，主要来自公司层面对AI技术的持续加码。美团推出即时零售行业首个AI全域解决方案，并在餐饮、服务零售、医药健康、酒店旅行等领域部署专业化AI Agent，帮助商户提升经营效率。公司将自身定位由商户的\"线上渠道\"向\"AI经营伙伴\"演进。AI助手\"小团\"的用户使用度提升，带动平台整体用户活跃度明显增长。美团表示，AI技术与本地生活场景的深度融合，将是未来竞争的核心差异点。销售及营销开支趋于审慎，费用结构改善本季销售及营销开支为247.2亿元，同比增长11.5%，增速低于收入增速，占收入比例由去年同期的24.2%下降0.6个百分点至23.6%，显示补贴投放趋于理性。销售成本为695.5亿元，同比增长13.2%，占收入比例由67.1%小幅下降0.6个百分点至66.5%，受益于收入增长带来的经营杠杆效应及食杂零售业务盈利能力改善。截至2026年6月30日，美团持有现金及现金等价物1047亿元，短期理财投资636亿元，合计逾1680亿元，流动性充裕。第二季度经营活动产生现金净流入97亿元；融资活动净流出182亿元，主要用于偿还借款及赎回可换股债券。此外，公司持有理想汽车12.66%股权、智谱3.86%股权及宇树科技7.61%股权等战略投资，均列作长期投资。其中智谱公允价值变动于本季度确认收益约222亿元，计入其他全面收益而未反映于损益表。上半年累计，公司录得期内亏损46.7亿元，主要受一季度较大亏损拖累，但上半年经营现金净流入为27.2亿元，业务造血能力依然稳健。","news_type":1,"symbols_score_info":{"03690":2,"MPNGY":2}},"isVote":1,"tweetType":1,"viewCount":1800,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493945140621709","authorId":"3493945140621709","name":"haohaoMI","avatar":"https://static.tigerbbs.com/95a6f6d4bf7569a8e716430ee3b1597c","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3493945140621709","idStr":"3493945140621709"},"content":"可能是财报发错了，应该是亏损才对。","text":"可能是财报发错了，应该是亏损才对。","html":"可能是财报发错了，应该是亏损才对。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":599378993517016,"gmtCreate":1787358543426,"gmtModify":1787358545079,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>&nbsp; 66等你","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>&nbsp; 66等你","text":"$英特尔(INTC)$ 66等你","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/599378993517016","isVote":1,"tweetType":1,"viewCount":1738,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":599378330542640,"gmtCreate":1787358402914,"gmtModify":1787358404736,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"能走快走","listText":"能走快走","text":"能走快走","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/599378330542640","repostId":"2660446678","repostType":2,"repost":{"id":"2660446678","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1787046822,"share":"https://www.laohunote.com/m/news/2660446678?lang=zh_CN&edition=full","pubTime":"2026-08-18 17:53","market":"sg","language":"zh","title":"英特尔（INTC）盘前挫逾5% 遭传奇投资人德鲁肯米勒于二季度彻底清仓","url":"https://stock-news.laohu8.com/highlight/detail?id=2660446678","media":"金吾财讯","summary":"金吾财讯 | 英特尔（INTC）盘前挫逾5%，截至发稿，暂报98.08美元，下跌5.26%。消息面上，传奇投资人德鲁肯米勒在今年第二季度对其旗下Duquesne Family Office的投资组合进行了大幅重组，其中英特尔遭其彻底清仓。机构评级方面，近日英特尔遭多家大行下调目标价/评级。其中，瑞银将英特尔的目标价调整至112美元，此前为121美元，维持中性评级；美银证券分析师Vivek Arya维持英特尔买入评级，但将目标价从160美元下调至145美元；大和证券将英特尔目标价从100美元调整至96美元，维持中性评级。","content":"<html><body><p>金吾财讯 | <a href=\"https://laohu8.com/S/INTC\">英特尔</a>（INTC）盘前挫逾5%，截至发稿，暂报98.08美元，下跌5.26%。消息面上，传奇投资人德鲁肯米勒在今年第二季度对其旗下Duquesne Family Office的投资组合进行了大幅重组，其中英特尔遭其彻底清仓。机构评级方面，近日英特尔遭多家大行下调目标价/评级。其中，瑞银将英特尔的目标价调整至112美元，此前为121美元，维持中性评级；美银证券分析师Vivek Arya维持英特尔买入评级，但将目标价从160美元下调至145美元；大和证券将英特尔目标价从100美元调整至96美元，维持中性评级。</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>英特尔（INTC）盘前挫逾5% 遭传奇投资人德鲁肯米勒于二季度彻底清仓</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; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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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英特尔（INTC）盘前挫逾5% 遭传奇投资人德鲁肯米勒于二季度彻底清仓\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-08-18 17:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | <a href=\"https://laohu8.com/S/INTC\">英特尔</a>（INTC）盘前挫逾5%，截至发稿，暂报98.08美元，下跌5.26%。消息面上，传奇投资人德鲁肯米勒在今年第二季度对其旗下Duquesne Family Office的投资组合进行了大幅重组，其中英特尔遭其彻底清仓。机构评级方面，近日英特尔遭多家大行下调目标价/评级。其中，瑞银将英特尔的目标价调整至112美元，此前为121美元，维持中性评级；美银证券分析师Vivek Arya维持英特尔买入评级，但将目标价从160美元下调至145美元；大和证券将英特尔目标价从100美元调整至96美元，维持中性评级。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/YzZhYTk2ZjUwYWIwODUzYmVlYzUyNzEyODcxMjIyNA==.png","relate_stocks":{"BK4512":"苹果概念","LU0251131958.USD":"FIDELITY AMERICA \"A\" (USD) ACC","LU0251142724.SGD":"Fidelity America A-SGD","LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) 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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异动解读｜英特尔盘中下跌3.69%，德鲁肯米勒清仓叠加半导体板块集体重挫\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1059448697\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">行情直击 </p>\n<p class=\"h-time\">2026-08-19 21:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>8月19日，英特尔盘中下跌3.69%，报92.74美元/股，成交额24.13亿美元。</p><p>消息面上，传奇投资人德鲁肯米勒最新披露的二季度13F报告显示，其已彻底清仓英特尔、博通及美光三大半导体巨头，转而押注AMD与台积电。与此同时，多家大行下调英特尔目标价：瑞银从121美元降至112美元，美银从160美元降至145美元，大和从100美元降至96美元。此外，费城半导体指数跌近5%，板块30只成分股全线飘绿，系统性抛压构成额外拖累。期权市场同步显示偏空信号，一笔127万美元远期虚值PUT买入表明资金对中期下行有所押注。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120275803","content_text":"8月19日，英特尔盘中下跌3.69%，报92.74美元/股，成交额24.13亿美元。消息面上，传奇投资人德鲁肯米勒最新披露的二季度13F报告显示，其已彻底清仓英特尔、博通及美光三大半导体巨头，转而押注AMD与台积电。与此同时，多家大行下调英特尔目标价：瑞银从121美元降至112美元，美银从160美元降至145美元，大和从100美元降至96美元。此外，费城半导体指数跌近5%，板块30只成分股全线飘绿，系统性抛压构成额外拖累。期权市场同步显示偏空信号，一笔127万美元远期虚值PUT买入表明资金对中期下行有所押注。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","news_type":1,"symbols_score_info":{"INTC":1}},"isVote":1,"tweetType":1,"viewCount":1435,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":599377676509664,"gmtCreate":1787358221921,"gmtModify":1787358224114,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"那自己的代工厂吃灰吗？","listText":"那自己的代工厂吃灰吗？","text":"那自己的代工厂吃灰吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/599377676509664","repostId":"2660474139","repostType":2,"repost":{"id":"2660474139","kind":"highlight","weMediaInfo":{"introduction":"链捕手ChainCatcher 成立于 2018 年，是一家领先的中文 Web3 媒体及数据服务商。","home_visible":1,"media_name":"链捕手","id":"1041503808","head_image":"https://community-static.tradeup.com/news/64f0784cc29a0d0070f6e968ef6ec7f5"},"pubTimestamp":1787187208,"share":"https://www.laohunote.com/m/news/2660474139?lang=zh_CN&edition=full","pubTime":"2026-08-20 08:53","market":"sg","language":"zh","title":"市场消息：英特尔 Razor Lake 或将采用台积电 N2X 制程","url":"https://stock-news.laohu8.com/highlight/detail?id=2660474139","media":"链捕手","summary":" ChainCatcher 消息，据工商时报报道，PC 处理器先进制程竞争升温。市场消息称，英特尔下一代 Nova Lake 桌面处理器将优先导入 bLLC 大型末级缓存，以降低访问系统内存延迟，对标 AMD 的 3D V-Cache 技术；笔记本版本可能延至后续 Razor Lake-HX 世代推出。供应链透露，明年初问世的 Nova Lake 将采用英特尔 18A 与台积电 N2P 等不同制程组合，后续 Razor Lake 则可能进一步导入台积电高效能 2 纳米 N2X 制程。N2X 属于台积电 N2 平台的高效能延伸版本，锁定高频 CPU、AI 及 HPC 应用，晶体管技术由 FinFET 转向纳米片。若最终量产，英特尔采用台积电先进制程的合作有望延伸至更广泛的 2 纳米家族，有助于降低单一自有制程风险并优化高阶 CPU 上市时程与产能配置。除台积电直接受益外，相关供应链亦有望迎来商机。颂胜为台湾少数具备自主 CMP 研磨垫量产能力的厂商，上半年半导体合并营收年增 25%，占比升至 66%，Hard Pad 与先进封装需求强劲，Soft Pad 新线预计第三季试产、第四季逐步量产，并已有产品应用于 CoWoS 及 SoIC。中砂掌握 CMP 钻石碟及再生晶圆，第二季营收 24.9 亿元、年增 17.9%，毛利率升至 40.1%，2 纳米及 1.6 纳米相关钻石碟出货快速增加。 ","content":"<html><body><p>ChainCatcher 消息，据工商时报报道，PC 处理器先进制程竞争升温。市场消息称，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>下一代 Nova Lake 桌面处理器将优先导入 bLLC 大型末级缓存，以降低访问系统内存延迟，对标 <a href=\"https://laohu8.com/S/AMD\">AMD</a> 的 3D V-Cache 技术；笔记本版本可能延至后续 Razor Lake-HX 世代推出。供应链透露，明年初问世的 Nova Lake 将采用英特尔 18A 与<a href=\"https://laohu8.com/S/TSM\">台积电</a> N2P 等不同制程组合，后续 Razor Lake 则可能进一步导入台积电高效能 2 纳米 N2X 制程。</p><p>N2X 属于台积电 N2 平台的高效能延伸版本，锁定高频 CPU、AI 及 HPC 应用，晶体管技术由 FinFET 转向纳米片。若最终量产，英特尔采用台积电先进制程的合作有望延伸至更广泛的 2 纳米家族，有助于降低单一自有制程风险并优化高阶 CPU 上市时程与产能配置。</p><p>除台积电直接受益外，相关供应链亦有望迎来商机。颂胜为台湾少数具备自主 CMP 研磨垫量产能力的厂商，上半年半导体合并营收年增 25%，占比升至 66%，Hard Pad 与先进封装需求强劲，Soft Pad 新线预计第三季试产、第四季逐步量产，并已有产品应用于 CoWoS 及 SoIC。中砂掌握 CMP 钻石碟及再生晶圆，第二季营收 24.9 亿元、年增 17.9%，毛利率升至 40.1%，2 纳米及 1.6 纳米相关钻石碟出货快速增加。</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>市场消息：英特尔 Razor Lake 或将采用台积电 N2X 制程</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; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\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市场消息：英特尔 Razor Lake 或将采用台积电 N2X 制程\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1041503808\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/64f0784cc29a0d0070f6e968ef6ec7f5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">链捕手 </p>\n<p class=\"h-time\">2026-08-20 08:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>ChainCatcher 消息，据工商时报报道，PC 处理器先进制程竞争升温。市场消息称，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>下一代 Nova Lake 桌面处理器将优先导入 bLLC 大型末级缓存，以降低访问系统内存延迟，对标 <a href=\"https://laohu8.com/S/AMD\">AMD</a> 的 3D V-Cache 技术；笔记本版本可能延至后续 Razor Lake-HX 世代推出。供应链透露，明年初问世的 Nova Lake 将采用英特尔 18A 与<a href=\"https://laohu8.com/S/TSM\">台积电</a> N2P 等不同制程组合，后续 Razor Lake 则可能进一步导入台积电高效能 2 纳米 N2X 制程。</p><p>N2X 属于台积电 N2 平台的高效能延伸版本，锁定高频 CPU、AI 及 HPC 应用，晶体管技术由 FinFET 转向纳米片。若最终量产，英特尔采用台积电先进制程的合作有望延伸至更广泛的 2 纳米家族，有助于降低单一自有制程风险并优化高阶 CPU 上市时程与产能配置。</p><p>除台积电直接受益外，相关供应链亦有望迎来商机。颂胜为台湾少数具备自主 CMP 研磨垫量产能力的厂商，上半年半导体合并营收年增 25%，占比升至 66%，Hard Pad 与先进封装需求强劲，Soft Pad 新线预计第三季试产、第四季逐步量产，并已有产品应用于 CoWoS 及 SoIC。中砂掌握 CMP 钻石碟及再生晶圆，第二季营收 24.9 亿元、年增 17.9%，毛利率升至 40.1%，2 纳米及 1.6 纳米相关钻石碟出货快速增加。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","XNTK":"SPDR NYSE Technology ETF","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","ESIM":"Eventide International ETF","IE0000B7K699.USD":"RQI GLOBAL \"I\" (USD) INC","BK4527":"明星科技股","IE000WAW04H5.SGD":"RQI GLOBAL \"I\" (SGD) INC A","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","BK4526":"热门中概股","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","SPTE":"SP FUNDS S&P GLOBAL TECHNOLOGY ETF","LU1868837722.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"2\" (USD) ACC","ADVE":"Matthews Asia Dividend Active ETF","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","BK4575":"芯片概念","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","TTEQ":"T. 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19:44","market":"us","language":"zh","title":"英特尔将发行150亿美元普通股","url":"https://stock-news.laohu8.com/highlight/detail?id=1171941634","media":"老虎资讯综合","summary":"英特尔美股盘前跌超4%，公司将发行150亿美元普通股。","content":"<html><head></head><body><p style=\"text-align: left;\">英特尔美股盘前跌超4%，公司将发行150亿美元普通股。英特尔称，此次发行旨在帮助公司实现增长。英特尔提到在人工智能计算领域前所未有的投资。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24a38fd45ab29b551c373fbf0fa48b17\" data-align=\"center\" tg-width=\"652\" tg-height=\"200\"/><span></span></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>英特尔将发行150亿美元普通股</title>\n<style 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left;\">英特尔美股盘前跌超4%，公司将发行150亿美元普通股。英特尔称，此次发行旨在帮助公司实现增长。英特尔提到在人工智能计算领域前所未有的投资。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24a38fd45ab29b551c373fbf0fa48b17\" data-align=\"center\" tg-width=\"652\" tg-height=\"200\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e58fcd4a67c330616cf11ed02c0ac7c5","relate_stocks":{"INTC":"英特尔","INTW":"2倍做多INTC ETF-GraniteShares","04335":"英特尔-T","LINT":"Direxion Daily INTC Bull 2X ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171941634","content_text":"英特尔美股盘前跌超4%，公司将发行150亿美元普通股。英特尔称，此次发行旨在帮助公司实现增长。英特尔提到在人工智能计算领域前所未有的投资。","news_type":1,"symbols_score_info":{"SINTCmain":2,"INTC":2,"INTW":0.6,"LINT":0.6,"04335":2}},"isVote":1,"tweetType":1,"viewCount":1445,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":595301978633256,"gmtCreate":1786355619055,"gmtModify":1786355875010,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02500\">$启明医疗-B(02500)$</a>&nbsp; 大股东去吃翔吧。 董事会解散","listText":"<a href=\"https://laohu8.com/S/02500\">$启明医疗-B(02500)$</a>&nbsp; 大股东去吃翔吧。 董事会解散","text":"$启明医疗-B(02500)$ 大股东去吃翔吧。 董事会解散","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/595301978633256","isVote":1,"tweetType":1,"viewCount":2549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":593020453663232,"gmtCreate":1785807962008,"gmtModify":1785807964209,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00600\">$爱芯元智(00600)$</a>&nbsp; 骗子公司， 只有资金流出套现！","listText":"<a href=\"https://laohu8.com/S/00600\">$爱芯元智(00600)$</a>&nbsp; 骗子公司， 只有资金流出套现！","text":"$爱芯元智(00600)$ 骗子公司， 只有资金流出套现！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/593020453663232","isVote":1,"tweetType":1,"viewCount":3145,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":592314191701360,"gmtCreate":1785636195940,"gmtModify":1785636197784,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"英特尔就是一个老登股， 讲故事炒股高手！","listText":"英特尔就是一个老登股， 讲故事炒股高手！","text":"英特尔就是一个老登股， 讲故事炒股高手！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/592314191701360","repostId":"2655362663","repostType":2,"repost":{"id":"2655362663","kind":"news","pubTimestamp":1785507300,"share":"https://www.laohunote.com/m/news/2655362663?lang=zh_CN&edition=full","pubTime":"2026-07-31 22:15","market":"us","language":"zh","title":"特朗普政府将6家芯片企业纳入政府持股清单，目前政府参股企业总数已达30家","url":"https://stock-news.laohu8.com/highlight/detail?id=2655362663","media":"环球市场播报","summary":"本周，特朗普政府扩容政府产业投资持仓。6 家半导体企业签署意向书，企业将获得政府资金扶持，作为交换，美国政府取得对应企业少数非控股股权。卡托研究所分析师泰德德黑文统计显示，这批新协议将在未来数月完成最终落地，届时特朗普政府参股企业总数将增至 30 家。特朗普政府彻底调转思路，目前已有 18 家半导体上下游企业达成合作，所有补贴方案均附带政府入股条款。本次 6 家芯片企业对应的政府具体持股比例暂未对外公布。","content":"<html><head></head><body><p style=\"text-align: left;\">本周，特朗普政府扩容政府产业投资持仓。6 家半导体企业签署意向书，企业将获得政府资金扶持，作为交换，美国政府取得对应企业<strong>少数非控股股权</strong>。</p><p style=\"text-align: left;\">卡托研究所分析师泰德・德黑文统计显示，这批新协议将在未来数月完成最终落地，届时特朗普政府参股企业总数将增至 30 家。</p><p style=\"text-align: left;\">德黑文本周表示：“这份公告最值得关注的一点在于，政府持股正在变得稀松平常。”</p><p style=\"text-align: left;\">本轮投资资金全部来自 2022 年《芯片与科学法案》，补贴总额最高可达 8.74 亿美元，用于企业搭建先进算力与人工智能配套新型基建。本次名单涵盖 6 家半导体公司；另外格芯（GFS）曾在 5 月单独和美国政府达成量子芯片合作协议，如今又拿到第二轮补贴资格。</p><p style=\"text-align: left;\">美国商务部长霍华德・卢特尼克在声明中称：“这批战略性投资将强化美国本土产业能力、创造高薪岗位，保障美国在全球半导体行业保持领跑地位。”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ca85231b397851c5b1880e6acbb87ce6\" data-align=\"center\" tg-width=\"550\" tg-height=\"366\"/><span>2026 年 3 月 31 日，美国华盛顿白宫椭圆办公室，美国总统特朗普签署行政令并发表讲话</span></p><p style=\"text-align: left;\">这份《芯片与科学法案》2022 年获批，由前总统拜登签署生效。拜登政府使用法案资金时仅发放无偿补助，不会换取企业股权抖音百科。</p><p style=\"text-align: left;\">特朗普政府彻底调转思路，目前已有 18 家半导体上下游企业达成合作，所有补贴方案均附带政府入股条款。</p><p style=\"text-align: left;\">芯片只是美国政府多元化产业持股的其中一环，政府投资版图还覆盖量子计算、钢铁、核电、稀土矿产。</p><p style=\"text-align: left;\">今年 5 月，美国政府向多家量子科技企业追加投资（包括为 <a href=\"https://laohu8.com/S/IBM\">IBM</a> 新项目拨款），依旧以获取股权作为资金对价，即便市场质疑量子产业短期商业化落地难度极大。</p><p style=\"text-align: left;\">过去一年，特朗普所有投资动作均把国家安全放在首位，目标兼顾盈利回报与战略产业扶持。当年批准日本制铁收购<a href=\"https://laohu8.com/S/X\">美国钢铁</a>时，美国政府拿到美国钢铁的<strong>黄金股（一票否决特权股）</strong>；同时持有西屋电气核电公司 8% 股权。</p><p style=\"text-align: left;\">所有投资里，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>（INTC）最为瞩目。</p><p style=\"text-align: left;\">去年 8 月这笔投资落地至今，这家美国芯片巨头股价屡创历史新高，美国政府账面浮盈超 700 亿美元，特朗普多次公开高调宣传这笔投资。</p><p style=\"text-align: left;\">特朗普近期在真实社交平台发文：“恭喜全体美国民众，我们完成了一笔极其成功的投资。”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4e9132f89c0a83cc94477ed47aa418e3\" data-align=\"center\" tg-width=\"550\" tg-height=\"366\"/><span>2026 年 6 月 2 日，英特尔 CEO 陈立武在台北电脑展（Computex）发表主题演讲。</span></p><p style=\"text-align: left;\">过去一年，美国陆续入股多家稀土企业，包括永磁材料厂商伏尔坎元素、矿业企业 MP 材料、美国稀土公司。</p><p style=\"text-align: left;\">整体来看，特朗普政府在至少 5 家稀土企业持有 5%~15% 不等股权。</p><p style=\"text-align: left;\">稀土领域的合作模式和本轮半导体补贴逻辑高度一致：政府向风险更高的中小型初创企业发放补助，以此换取股权。</p><p style=\"text-align: left;\">美国商务部半导体创新与投资执行主任比尔・弗劳恩霍费尔表示，本轮补贴旨在让企业获得充足带宽与能效优势，安全、快速落地大规模复杂 AI 算力任务。</p><p style=\"text-align: left;\">若本次意向书全部落地，总计 8.74 亿美元补贴将分配给开普勒、多光束、埃克索匹克、新电子、奥布西迪亚半导体、艾鲁玛六家企业，单家补贴金额区间为 3000 万至 2.45 亿美元。</p><p style=\"text-align: left;\">格芯拿到本轮最高补贴。除去 5 月已敲定的 3.75 亿美元拨款，本次可额外获得最高 3 亿美元政府资金。格芯此前披露，5 月首轮补贴对应美国政府约 1% 股权。</p><p style=\"text-align: left;\">本次 6 家芯片企业对应的政府具体持股比例暂未对外公布。</p></body></html>","source":"sina","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>特朗普政府将6家芯片企业纳入政府持股清单，目前政府参股企业总数已达30家</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特朗普政府将6家芯片企业纳入政府持股清单，目前政府参股企业总数已达30家\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-31 22:15 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2026-07-31/doc-iniktkau9255493.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本周，特朗普政府扩容政府产业投资持仓。6 家半导体企业签署意向书，企业将获得政府资金扶持，作为交换，美国政府取得对应企业少数非控股股权。卡托研究所分析师泰德・德黑文统计显示，这批新协议将在未来数月完成最终落地，届时特朗普政府参股企业总数将增至 30 家。德黑文本周表示：“这份公告最值得关注的一点在于，政府持股正在变得稀松平常。”本轮投资资金全部来自 2022 年《芯片与科学法案》，补贴总额最高可达...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-07-31/doc-iniktkau9255493.shtml\">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/ca85231b397851c5b1880e6acbb87ce6","relate_stocks":{"BK4588":"碎股","XNTK":"SPDR NYSE Technology ETF","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","BK4550":"红杉资本持仓","BK4605":"半导体精选","LU0251131958.USD":"FIDELITY AMERICA \"A\" (USD) ACC","LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) ACC","LU0251142724.SGD":"Fidelity America A-SGD","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LINT":"Direxion Daily INTC Bull 2X ETF","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) 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啥时把26的缺口补上再说吧","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>&nbsp; 啥时把26的缺口补上再说吧","text":"$英特尔(INTC)$ 啥时把26的缺口补上再说吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/591548852633704","isVote":1,"tweetType":1,"viewCount":2581,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088939763411860","authorId":"4088939763411860","name":"money2022","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4088939763411860","idStr":"4088939763411860"},"content":"可不可以不要张嘴就来‌[笑哭] ‌","text":"可不可以不要张嘴就来‌[笑哭] ‌","html":"可不可以不要张嘴就来‌[笑哭] ‌"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":591357770592496,"gmtCreate":1785378424438,"gmtModify":1785378426213,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"故事讲完了吗？&nbsp;","listText":"故事讲完了吗？&nbsp;","text":"故事讲完了吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/591357770592496","repostId":"2655845955","repostType":2,"repost":{"id":"2655845955","kind":"live","pubTimestamp":1785373628,"share":"https://www.laohunote.com/m/news/2655845955?lang=zh_CN&edition=full","pubTime":"2026-07-30 09:07","market":"us","language":"zh","title":"英特尔超大尺寸封装技术取得进展","url":"https://stock-news.laohu8.com/highlight/detail?id=2655845955","media":"格隆汇","summary":"据科创板日报，日前，英特尔超大尺寸封装技术取得进展，将能够制造出尺寸超过光刻掩模尺寸12倍的超大芯片。在英特尔位于新墨西哥州里奥兰乔的工厂里，其先进封装技术正在扩大“光罩极限”——将封装尺寸扩大到目前","content":"<html><body>据科创板日报，日前，英特尔超大尺寸封装技术取得进展，将能够制造出尺寸超过光刻掩模尺寸12倍的超大芯片。在英特尔位于新墨西哥州里奥兰乔的工厂里，其先进封装技术正在扩大“光罩极限”——将封装尺寸扩大到目前行业标准的8倍，到2028年将扩大到12倍以上。这些超大芯片封装尺寸为240毫米x240毫米，光罩尺寸达到24倍，比目前除面板级封装之外的任何封装都要大。随着英特尔不断加速推进其先进封装解决方案，该公司将继续推动封装尺寸超过7倍光罩尺寸，近期路线图将扩展到12倍光罩尺寸以上，而面板级封装将使尺寸超过50倍光罩尺寸。</body></html>","source":"live_gelonghui","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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英特尔超大尺寸封装技术取得进展\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-30 09:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据科创板日报，日前，英特尔超大尺寸封装技术取得进展，将能够制造出尺寸超过光刻掩模尺寸12倍的超大芯片。在英特尔位于新墨西哥州里奥兰乔的工厂里，其先进封装技术正在扩大“光罩极限”——将封装尺寸扩大到目前行业标准的8倍，到2028年将扩大到12倍以上。这些超大芯片封装尺寸为240毫米x240毫米，光罩尺寸达到24倍，比目前除面板级封装之外的任何封装都要大。随着英特尔不断加速推进其先进封装解决方案，该...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4554":"元宇宙及AR概念","XNTK":"SPDR NYSE Technology ETF","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0149725797.USD":"汇丰美国股市经济规模基金","IE000F7OJYX1.SGD":"RQI GLOBAL \"I\" (SGDHDG) INC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","BK4550":"红杉资本持仓","IE0000B7K699.USD":"RQI GLOBAL \"I\" (USD) INC","IE000SO60NU8.SGD":"RQI GLOBAL \"I\" (SGDHDG) ACC A","IE000MB6IJN5.SGD":"RQI GLOBAL \"I\" (SGD) ACC","LINT":"Direxion Daily INTC Bull 2X ETF","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4575":"芯片概念","HK0000304797.USD":"PICTET 战略收益基金 P类 美元","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","BK4529":"IDC概念","BK4579":"人工智能","SOXX":"iShares费城交易所半导体ETF","FTXL":"First Trust Nasdaq Semiconductor ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4543":"AI","BK4535":"淡马锡持仓","LU2357627491.SGD":"TRP GLOBAL VALUE EQUITY \"AH\" (SGDHDG) ACC","INTW":"2倍做多INTC ETF-GraniteShares","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4527":"明星科技股","LU2764262908.HKD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (HKD) ACC","AIQ":"Global X Artificial Intelligence & Technology ETF","LU0056508442.USD":"贝莱德世界科技基金A2","BK4605":"半导体精选","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","HK0000304805.HKD":"PICTET 战略收益基金 P类港元","04335":"英特尔-T","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE000BZT7R73.USD":"RQI GLOBAL \"I\" (USD) ACC","LEGR":"First Trust Indxx Innovative Transaction & Process ETF","BK4612":"AI芯片","BK4512":"苹果概念","TTEQ":"T. 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