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Fred_6810

Fred_6810

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0勋章

07-15 22:43

$英特尔(INTC)$ 过去一年涨5x了，还不过瘾，就贪了

07-15 21:59

卧槽， amd，英伟达，台积电，特斯拉，google，三星，... 和谁没搞过。把老古董产品线拿出来充数，你认为为啥？

英特尔已与多家科技巨头达成合作，盘前股价上涨2.64% KeyBanc将其目标价提升至155美元

07-10

$英特尔(INTC)$ 最贵的半导体公司，股价把2030年的都涵盖了

06-23

这人品不说了。

小米股价创年内新低 425亿港元配售参与机构浮亏54%

06-23

回购量增大10x

雷军回应“过早”舆论争议：很多刻意攻击我的人纯粹只为赚流量

06-23

你多回购，少逼逼

雷军回应“过早”舆论争议：很多刻意攻击我的人纯粹只为赚流量

06-23

老天爷，看看股价吧，大家给你回复了

雷军：小米在三电技术上进步非常快是不是可以媲美国际标杆

06-17

说说你对这篇新闻的看法...

英特尔芯片代工“新里程碑”：官宣“18A升级版”制程进入“风险生产”阶段

06-17

股价翻翻，再债券融资。已经是老登股，靠讲故事混日子了

英特尔芯片代工“新里程碑”：官宣“18A升级版”制程进入“风险生产”阶段

06-16

卧槽，真是个坏蛋🦹‍♂️，回购是赚钱为目的的吗？

小米集团-W：6月16日回购400万股，耗资约1.03亿港元

06-10

$小米集团-W(01810)$ 基本关门了？

06-01

说说你对这篇新闻的看法...

市场消息：英特尔拟年底前推出新AI芯片，使用更便宜内存与风冷技术

06-01

先盈利吧

市场消息：英特尔拟年底前推出新AI芯片，使用更便宜内存与风冷技术

05-19

$爱芯元智(00600)$ 市场这么好，你股价是sbm

05-16

那是2028年吧

不能只靠台积电，郭明錤：苹果正系统培养英特尔，剑指“关键供应商”

05-16

你是3年以后

@魅力少年:$英特尔(INTC)$ 坚持看多

05-16

呵呵🤭

05-15

$英特尔(INTC)$ 解释一下，为啥英特尔一年以后比同行还要贵这么多

05-15

$小米集团-W(01810)$ 真软

05-14

$老虎证券(TIGR)$ 成仙股啦

去老虎APP查看更多动态

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90% 的良率，大幅领先三星 SF2 工艺 50% 至 60% 的良率。制程迭代方面，英特尔 18A 工艺已实现量产，18A-P 工艺处于风险生产阶段，14A 工艺预计 2028 年开启风险生产、2029 年正式量产。金融机构KeyBanc将其目标股价从110美元提升至155美元。","content":"<html><body><p>金吾财讯 | <a href=\"https://laohu8.com/S/INTC\">英特尔</a>（INTC）周三盘前股价上涨2.64%。</p><p>据悉，当前<a href=\"https://laohu8.com/S/TSM\">台积电</a>高端制程产能紧缺，无法满足全部客户订单需求，英特尔凭借制程良率的显著提升成为市场重要替代选择。数据显示，英特尔 18A 工艺良率从上季度 65% 攀升至 85%，该水平仅次于台积电 N2 工艺 90% 的良率，大幅领先<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a> SF2 工艺 50% 至 60% 的良率。英特尔正持续推进产能爬坡，年内将推出 Panther Lake、Wildcat Lake 系列新款处理器，同时扩容 Intel 4、Intel 3 数据中心制程产能，市场预计 AI 需求将推动其 CPU 业务本年度增长 25%–30%、明年增长 50%。</p><p>制程迭代方面，英特尔 18A 工艺已实现量产，18A-P 工艺处于风险生产阶段，14A 工艺预计 2028 年开启风险生产、2029 年正式量产。封装技术层面，英特尔 EMIB-T 芯片良率从三个月前的 90% 提升至 98%，良率水平已对标台积电 CoWoS 封装技术，目前<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a> AWS 的多款芯片产品均已采用英特尔 EMIB 封装工艺，依托制程与封装技术的双重突破，英特尔逐步具备了与台积电高端半导体业务竞争的实力。</p><p><a 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英特尔已与多家科技巨头达成合作，盘前股价上涨2.64%  KeyBanc将其目标价提升至155美元\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\">2026-07-15 21:00</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）周三盘前股价上涨2.64%。</p><p>据悉，当前<a href=\"https://laohu8.com/S/TSM\">台积电</a>高端制程产能紧缺，无法满足全部客户订单需求，英特尔凭借制程良率的显著提升成为市场重要替代选择。数据显示，英特尔 18A 工艺良率从上季度 65% 攀升至 85%，该水平仅次于台积电 N2 工艺 90% 的良率，大幅领先<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a> SF2 工艺 50% 至 60% 的良率。英特尔正持续推进产能爬坡，年内将推出 Panther Lake、Wildcat Lake 系列新款处理器，同时扩容 Intel 4、Intel 3 数据中心制程产能，市场预计 AI 需求将推动其 CPU 业务本年度增长 25%–30%、明年增长 50%。</p><p>制程迭代方面，英特尔 18A 工艺已实现量产，18A-P 工艺处于风险生产阶段，14A 工艺预计 2028 年开启风险生产、2029 年正式量产。封装技术层面，英特尔 EMIB-T 芯片良率从三个月前的 90% 提升至 98%，良率水平已对标台积电 CoWoS 封装技术，目前<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a> AWS 的多款芯片产品均已采用英特尔 EMIB 封装工艺，依托制程与封装技术的双重突破，英特尔逐步具备了与台积电高端半导体业务竞争的实力。</p><p><a href=\"https://laohu8.com/S/FISI\">金融机构</a>KeyBanc将其目标股价从110美元提升至155美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/M2NjYTVjM2E3MDRjYTFiZmZmYzMyZjE2M2IwN2QyMTcwMjk2NTYxMTQ=.png","relate_stocks":{"LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","BK4534":"瑞士信贷持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","04335":"英特尔-T","QQQA":"ProShares 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业务本年度增长 25%–30%、明年增长 50%。制程迭代方面，英特尔 18A 工艺已实现量产，18A-P 工艺处于风险生产阶段，14A 工艺预计 2028 年开启风险生产、2029 年正式量产。封装技术层面，英特尔 EMIB-T 芯片良率从三个月前的 90% 提升至 98%，良率水平已对标台积电 CoWoS 封装技术，目前英伟达、谷歌、亚马逊 AWS 的多款芯片产品均已采用英特尔 EMIB 封装工艺，依托制程与封装技术的双重突破，英特尔逐步具备了与台积电高端半导体业务竞争的实力。金融机构KeyBanc将其目标股价从110美元提升至155美元。","news_type":1,"symbols_score_info":{"SOXX":0.6,"LINT":0.6,"FTXL":0.6,"AIS":0.6,"DRIV":0.6,"LEGR":0.6,"AIQ":0.6,"04335":1.97,"XNTK":0.6,"QQQA":0.6,"CHPS":0.6,"TTEQ":0.6,"INTW":0.6,"INTC":1.97}},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":584352458630120,"gmtCreate":1783695690490,"gmtModify":1783695692460,"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; 最贵的半导体公司， 股价把2030年的都涵盖了","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>&nbsp; 最贵的半导体公司， 股价把2030年的都涵盖了","text":"$英特尔(INTC)$ 最贵的半导体公司， 股价把2030年的都涵盖了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/584352458630120","isVote":1,"tweetType":1,"viewCount":858,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578286759452920,"gmtCreate":1782192426329,"gmtModify":1782193296084,"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":"这人品不说了。","listText":"这人品不说了。","text":"这人品不说了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578286759452920","repostId":"2644709468","repostType":2,"repost":{"id":"2644709468","kind":"highlight","pubTimestamp":1781773757,"share":"https://www.laohu8.com/m/news/2644709468?lang=zh_CN&edition=full","pubTime":"2026-06-18 17:09","market":"fut","language":"zh","title":"小米股价创年内新低 425亿港元配售参与机构浮亏54%","url":"https://stock-news.laohu8.com/highlight/detail?id=2644709468","media":"中金财经","summary":"中国经济网北京6月18日讯 小米集团 今日收报24.580港元，跌幅3.304%。小米集团股价今日盘中最低至24.360港元，创年内新低。　　小米集团港股2025年6月27日盘中创下历史最高点61.45港元，截至今日，小米集团股价累计跌幅60%。　　小米集团2025年3月31日发布完成配售现有股份及根据一般授权先旧后新认购新股份的公告。　　以配售价格53.25港元计算，截至今日，参与小米集团3月配售认购方亏损幅度为53.84%。","content":"<html><body><p>　　中国经济网北京6月18日讯 <a href=\"https://laohu8.com/S/XIACY\">小米</a>集团(01810.HK)今日收报24.580港元，跌幅3.304%。<a href=\"https://laohu8.com/S/01810\">小米</a>集团股价今日盘中最低至24.360港元，创年内新低。\r\n\r\n　　<a href=\"https://laohu8.com/S/81810\">小米</a>集团港股2025年6月27日盘中创下历史最高点61.45港元，截至今日，小米集团股价累计跌幅60%。\r\n\r\n　　小米集团2025年3月31日发布完成配售现有股份及根据一般授权先旧后新认购新股份的公告。董事会欣然宣布，配售事项已根据配售及认购协议的条款及条件于2025年3月27日完成，其中合共800,000,000股配售股份已按每股配售股份53.25港元的配售价由经办人基于最大努力成功配售予不少于六名承配人。经董事作出一切合理查询后所知、所悉及所信，承配人及彼等最终实益拥有人均为独立第三方。\r\n\r\n　　由于完成认购事项的所有条件均已达成，公司根据配售及认购协议的条款及条件于2025年3月31日按每股认购股份53.25港元向卖方配发及发行800,000,000股认购股份。认购事项的所得款项净额(经扣除将由公司承担的卖方及本公司适当产生之所有费用、成本及开支(包括经办人之佣金、印花税、联交所交易费及证监会交易征费)以及公司就配售事项及认购事项产生的其他开支)约为425亿港元。\r\n\r\n　　公司拟将认购事项的所得款项净额用于(a)加速业务扩张；(b)研发投资，以进一步提升科技实力；及©其他一般公司用途。\r\n\r\n　　以配售价格53.25港元计算，截至今日，参与小米集团3月配售认购方亏损幅度为53.84%。\r\n\r\n　　 \r\n\r\n　　(责任编辑：徐自立)        </p></body></html>","source":"zhongjincaijing_highlight","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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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小米股价创年内新低 425亿港元配售参与机构浮亏54%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-18 17:09 北京时间&nbsp;&nbsp;&nbsp;<a href=http://sc.stock.cnfol.com/gushijujiao/20260618/32283852.shtml><strong>中金财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中国经济网北京6月18日讯 小米集团(01810.HK)今日收报24.580港元，跌幅3.304%。小米集团股价今日盘中最低至24.360港元，创年内新低。\r\n\r\n　　小米集团港股2025年6月27日盘中创下历史最高点61.45港元，截至今日，小米集团股价累计跌幅60%。\r\n\r\n　　小米集团2025年3月31日发布完成配售现有股份及根据一般授权先旧后新认购新股份的公告。董事会欣然宣布，配售事项已...</p>\n\n<a href=\"http://sc.stock.cnfol.com/gushijujiao/20260618/32283852.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU2257852520.SGD":"JPMorgan Funds - Asia Growth A (acc) SGD","LU1105468828.SGD":"Allianz Total Return Asian Equity AM DIS H2-SGD","LU0348825331.USD":"ALLIANZ CHINA EQUITY \"A\" (USD) INC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) ACC","LU0918141705.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AM\" (HKD) INC","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU0499858438.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) INC","LU1303224171.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) 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OPPORTUNITIES \"A\" ACC","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","LU0594300419.USD":"富达中国消费基金A","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC"},"source_url":"http://sc.stock.cnfol.com/gushijujiao/20260618/32283852.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2644709468","content_text":"中国经济网北京6月18日讯 小米集团(01810.HK)今日收报24.580港元，跌幅3.304%。小米集团股价今日盘中最低至24.360港元，创年内新低。\r\n\r\n　　小米集团港股2025年6月27日盘中创下历史最高点61.45港元，截至今日，小米集团股价累计跌幅60%。\r\n\r\n　　小米集团2025年3月31日发布完成配售现有股份及根据一般授权先旧后新认购新股份的公告。董事会欣然宣布，配售事项已根据配售及认购协议的条款及条件于2025年3月27日完成，其中合共800,000,000股配售股份已按每股配售股份53.25港元的配售价由经办人基于最大努力成功配售予不少于六名承配人。经董事作出一切合理查询后所知、所悉及所信，承配人及彼等最终实益拥有人均为独立第三方。\r\n\r\n　　由于完成认购事项的所有条件均已达成，公司根据配售及认购协议的条款及条件于2025年3月31日按每股认购股份53.25港元向卖方配发及发行800,000,000股认购股份。认购事项的所得款项净额(经扣除将由公司承担的卖方及本公司适当产生之所有费用、成本及开支(包括经办人之佣金、印花税、联交所交易费及证监会交易征费)以及公司就配售事项及认购事项产生的其他开支)约为425亿港元。\r\n\r\n　　公司拟将认购事项的所得款项净额用于(a)加速业务扩张；(b)研发投资，以进一步提升科技实力；及©其他一般公司用途。\r\n\r\n　　以配售价格53.25港元计算，截至今日，参与小米集团3月配售认购方亏损幅度为53.84%。\r\n\r\n　　 \r\n\r\n　　(责任编辑：徐自立)","news_type":1,"symbols_score_info":{"81810":0.6,"HXXD.SI":0.6,"XIACY":1.97,"01810":1.97}},"isVote":1,"tweetType":1,"viewCount":611,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578286086333688,"gmtCreate":1782192265791,"gmtModify":1782193295894,"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":"回购量增大10x","listText":"回购量增大10x","text":"回购量增大10x","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578286086333688","repostId":"2645226910","repostType":2,"repost":{"id":"2645226910","kind":"news","pubTimestamp":1782125042,"share":"https://www.laohu8.com/m/news/2645226910?lang=zh_CN&edition=full","pubTime":"2026-06-22 18:44","market":"us","language":"zh","title":"雷军回应“过早”舆论争议：很多刻意攻击我的人 纯粹只为赚流量","url":"https://stock-news.laohu8.com/highlight/detail?id=2645226910","media":"快科技","summary":"快科技6月22日消息，小米集团董事长雷军近日在第三十二届北京国际图书博览会“大使会客厅特别场”上，回应此前“过早”引发的网络争议，并表示攻击他的人只是为了流量。5月15日，雷军赴武汉参加世界青年发展论坛，作为湖北人与同事到早餐店过早，路过小女孩说了一句“吃早饭还要这么多人拍照”，相关片段引发网络热议，有人质疑雷军摆拍。","content":"<html><body><p>快科技6月22日消息，小米集团董事长雷军近日在第三十二届北京国际图书博览会“大使会客厅特别场”上，回应此前“过早”引发的网络争议，并表示攻击他的人只是为了流量。</p><p>雷军表示：“这么简单的一件事，居然上了好几天热搜，自己也匪夷所思。”</p><p>他直言：“在今天这个流量的时代，可能夸你有流量，骂你也有流量，嘲讽你更有流量，这可能是当下时代，我们都要承受的代价。”</p><p>“攻击我的人可能没有立场，只是为了流量，甚至也有水军公司，要赚流量的钱。所以大家看到这些报道，笑一笑就好”。</p><p><img src=\"https://x0.ifengimg.com/res/2026/ADC11FC0AAC6FEC8DCFACD64F9FE41E6179E4898_size661_w600_h388.png\"/></p><p>5月15日，雷军赴武汉参加世界青年发展论坛，作为湖北人与同事到早餐店过早，路过小女孩说了一句“吃早饭还要这么多人拍照”，相关片段引发网络热议，有人质疑雷军摆拍。</p><p>6月21日晚，小米集团董事长特别助理、战略市场部副总经理徐洁云发文回应，称雷军工作之余拍vlog已有两年，拍vlog带相机合理，引用作家刘震云的话表示“没有真相，只有情绪和角度”，并称“我们的世界还是少点阴暗好”。</p><p><img src=\"https://x0.ifengimg.com/res/2026/D5DF80C51D45DBB8D4D471C9317335AC72BBA4F9_size209_w583_h622.png\"/></p></body></html>","source":"fenghuang_stock","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>雷军回应“过早”舆论争议：很多刻意攻击我的人 纯粹只为赚流量</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雷军回应“过早”舆论争议：很多刻意攻击我的人 纯粹只为赚流量\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-22 18:44 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8uAY2Q2Ferc><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技6月22日消息，小米集团董事长雷军近日在第三十二届北京国际图书博览会“大使会客厅特别场”上，回应此前“过早”引发的网络争议，并表示攻击他的人只是为了流量。雷军表示：“这么简单的一件事，居然上了好几天热搜，自己也匪夷所思。”他直言：“在今天这个流量的时代，可能夸你有流量，骂你也有流量，嘲讽你更有流量，这可能是当下时代，我们都要承受的代价。”“攻击我的人可能没有立场，只是为了流量，甚至也有水军...</p>\n\n<a href=\"https://tech.ifeng.com/c/8uAY2Q2Ferc\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU1720050803.USD":"安联全方位中国股票基金","LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) 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18:44","market":"us","language":"zh","title":"雷军回应“过早”舆论争议：很多刻意攻击我的人 纯粹只为赚流量","url":"https://stock-news.laohu8.com/highlight/detail?id=2645226910","media":"快科技","summary":"快科技6月22日消息，小米集团董事长雷军近日在第三十二届北京国际图书博览会“大使会客厅特别场”上，回应此前“过早”引发的网络争议，并表示攻击他的人只是为了流量。5月15日，雷军赴武汉参加世界青年发展论坛，作为湖北人与同事到早餐店过早，路过小女孩说了一句“吃早饭还要这么多人拍照”，相关片段引发网络热议，有人质疑雷军摆拍。","content":"<html><body><p>快科技6月22日消息，小米集团董事长雷军近日在第三十二届北京国际图书博览会“大使会客厅特别场”上，回应此前“过早”引发的网络争议，并表示攻击他的人只是为了流量。</p><p>雷军表示：“这么简单的一件事，居然上了好几天热搜，自己也匪夷所思。”</p><p>他直言：“在今天这个流量的时代，可能夸你有流量，骂你也有流量，嘲讽你更有流量，这可能是当下时代，我们都要承受的代价。”</p><p>“攻击我的人可能没有立场，只是为了流量，甚至也有水军公司，要赚流量的钱。所以大家看到这些报道，笑一笑就好”。</p><p><img src=\"https://x0.ifengimg.com/res/2026/ADC11FC0AAC6FEC8DCFACD64F9FE41E6179E4898_size661_w600_h388.png\"/></p><p>5月15日，雷军赴武汉参加世界青年发展论坛，作为湖北人与同事到早餐店过早，路过小女孩说了一句“吃早饭还要这么多人拍照”，相关片段引发网络热议，有人质疑雷军摆拍。</p><p>6月21日晚，小米集团董事长特别助理、战略市场部副总经理徐洁云发文回应，称雷军工作之余拍vlog已有两年，拍vlog带相机合理，引用作家刘震云的话表示“没有真相，只有情绪和角度”，并称“我们的世界还是少点阴暗好”。</p><p><img src=\"https://x0.ifengimg.com/res/2026/D5DF80C51D45DBB8D4D471C9317335AC72BBA4F9_size209_w583_h622.png\"/></p></body></html>","source":"fenghuang_stock","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>雷军回应“过早”舆论争议：很多刻意攻击我的人 纯粹只为赚流量</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雷军回应“过早”舆论争议：很多刻意攻击我的人 纯粹只为赚流量\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-22 18:44 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8uAY2Q2Ferc><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技6月22日消息，小米集团董事长雷军近日在第三十二届北京国际图书博览会“大使会客厅特别场”上，回应此前“过早”引发的网络争议，并表示攻击他的人只是为了流量。雷军表示：“这么简单的一件事，居然上了好几天热搜，自己也匪夷所思。”他直言：“在今天这个流量的时代，可能夸你有流量，骂你也有流量，嘲讽你更有流量，这可能是当下时代，我们都要承受的代价。”“攻击我的人可能没有立场，只是为了流量，甚至也有水军...</p>\n\n<a href=\"https://tech.ifeng.com/c/8uAY2Q2Ferc\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","IE0034224299.USD":"PINEBRIDGE ASIA EX JAPAN EQUITY \"A\" (USD) ACC","LU1720050803.USD":"安联全方位中国股票基金","LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","LU0797268264.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (HKD) ACC","LU0214875030.USD":"HSBC GIF BRIC EQUITY \"M2C\" (USD) 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(USD)ACC","LU0359201612.USD":"贝莱德中国基金A2"},"source_url":"https://tech.ifeng.com/c/8uAY2Q2Ferc","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2645226910","content_text":"快科技6月22日消息，小米集团董事长雷军近日在第三十二届北京国际图书博览会“大使会客厅特别场”上，回应此前“过早”引发的网络争议，并表示攻击他的人只是为了流量。雷军表示：“这么简单的一件事，居然上了好几天热搜，自己也匪夷所思。”他直言：“在今天这个流量的时代，可能夸你有流量，骂你也有流量，嘲讽你更有流量，这可能是当下时代，我们都要承受的代价。”“攻击我的人可能没有立场，只是为了流量，甚至也有水军公司，要赚流量的钱。所以大家看到这些报道，笑一笑就好”。5月15日，雷军赴武汉参加世界青年发展论坛，作为湖北人与同事到早餐店过早，路过小女孩说了一句“吃早饭还要这么多人拍照”，相关片段引发网络热议，有人质疑雷军摆拍。6月21日晚，小米集团董事长特别助理、战略市场部副总经理徐洁云发文回应，称雷军工作之余拍vlog已有两年，拍vlog带相机合理，引用作家刘震云的话表示“没有真相，只有情绪和角度”，并称“我们的世界还是少点阴暗好”。","news_type":1,"symbols_score_info":{"81810":0.6,"01810":1.86,"HXXD.SI":0.6,"XIACY":1.86,"MIUmain":0.6}},"isVote":1,"tweetType":1,"viewCount":574,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578285385413256,"gmtCreate":1782192168836,"gmtModify":1782193296277,"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":"老天爷，看看股价吧， 大家给你回复了","listText":"老天爷，看看股价吧， 大家给你回复了","text":"老天爷，看看股价吧， 大家给你回复了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578285385413256","repostId":"2645004954","repostType":2,"repost":{"id":"2645004954","kind":"news","pubTimestamp":1782180230,"share":"https://www.laohu8.com/m/news/2645004954?lang=zh_CN&edition=full","pubTime":"2026-06-23 10:03","market":"sh","language":"zh","title":"雷军：小米在三电技术上进步非常快 是不是可以媲美国际标杆","url":"https://stock-news.laohu8.com/highlight/detail?id=2645004954","media":"快科技","summary":"快科技6月23日消息，今日，小米集团创始人雷军发文表示：“这两年，我们在三电技术上投入很大，进步也非常快。是不是可以媲美国际标杆?”这条动态还配了新一代SU7 Pro的宣传海报，直观展现小米现阶段的续航技术成果。早在今年3月，雷军就曾晒出过专业媒体实测成绩佐证技术实力。同时车辆配备CTB一体化电池技术，在拉长续航的同时，兼顾充电效率与车身安全，全方位展现小米三电自研技术的成熟度。","content":"<html><body><p>快科技6月23日消息，今日，<a href=\"https://laohu8.com/S/XIACY\">小米</a>集团创始人雷军发文表示：“这两年，我们在三电技术上投入很大，进步也非常快。</p><p>是不是可以媲美国际标杆?”这条动态还配了新一代SU7 Pro的宣传海报，直观展现<a href=\"https://laohu8.com/S/01810\">小米</a>现阶段的续航技术成果。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>新一代SU7 Pro搭载96.3kWh电池包，CLTC工况续航可达902公里，初代SU7 Pro搭载94.3kWh电池组，CLTC续航里程可达830km。</p><p>早在今年3月，雷军就曾晒出过专业媒体实测成绩佐证技术实力。在懂车帝高速续航测试中，新一代SU7 Pro以120km/h匀速跑出533km实际续航，达成率59%。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>是该测试栏目里唯一高速实测续航突破500km的车型，大幅领先<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> Model 3 长续航版 445km 的实测成绩。</p><p>续航提升并非单纯依靠加大电池容量，新车全系标配碳化硅高压平台，搭载转速突破22000rpm的V6s Plus超级电机，通过电机、电控、电池一体化调校拉高电驱综合效率。</p><p>同时车辆配备CTB一体化电池技术，在拉长续航的同时，兼顾充电效率与车身安全，全方位展现小米三电自研技术的成熟度。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p></body></html>","source":"ifeng_tech","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>雷军：小米在三电技术上进步非常快 是不是可以媲美国际标杆</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雷军：小米在三电技术上进步非常快 是不是可以媲美国际标杆\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-23 10:03 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8uBawc0PjYO><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技6月23日消息，今日，小米集团创始人雷军发文表示：“这两年，我们在三电技术上投入很大，进步也非常快。是不是可以媲美国际标杆?”这条动态还配了新一代SU7 Pro的宣传海报，直观展现小米现阶段的续航技术成果。新一代SU7 Pro搭载96.3kWh电池包，CLTC工况续航可达902公里，初代SU7 Pro搭载94.3kWh电池组，CLTC续航里程可达830km。早在今年3月，雷军就曾晒出过专业...</p>\n\n<a href=\"https://tech.ifeng.com/c/8uBawc0PjYO\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU0054450605.USD":"HSBC GIF GLOBAL EMERGING MARKTS EQ \"AD\" INC","LU0456846285.SGD":"JPMorgan Funds - Greater China A (acc) SGD","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","BK1521":"挪威政府全球养老基金持仓","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","SG9999002463.SGD":"LionGlobal China Growth SGD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1808992512.USD":"AB ALL CHINA EQUITY PORTFOLIO \"A\" (USD) ACC","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0531971595.HKD":"HSBC GIF CHINESE EQUITY \"AD\" (HKD) INC","LU2097828631.EUR":"AZ EQUITY CHINA \"A\" (EUR) ACC","LU0611395673.USD":"NINETY ONE GSF 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07:55","market":"sh","language":"zh","title":"英特尔芯片代工“新里程碑”：官宣“18A升级版”制程进入“风险生产”阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=2644796694","media":"华尔街见闻","summary":"英特尔宣布，18A制程升级版18A-P正式进入“风险生产”阶段，标志着该工艺已具备承接外部客户的条件。分析人士称此为英特尔复苏的“关键里程碑”。18A-P针对AI计算优化了性能与能效，且与18A设计兼容，客户无需重新设计芯片。","content":"<html><head></head><body><blockquote><p>英特尔宣布，18A制程升级版18A-P正式进入“风险生产”阶段，标志着该工艺已具备承接外部客户的条件。分析人士称此为英特尔复苏的“关键里程碑”。18A-P针对AI计算优化了性能与能效，且与18A设计兼容，客户无需重新设计芯片。</p></blockquote><p style=\"text-align: left;\">英特尔芯片代工达成一个“新里程碑”。</p><p style=\"text-align: left;\">据MarketWatch报道，当地时间6月16日，英特尔宣布其18A制程节点的升级版本——18A-P，已正式进入&#34;风险生产&#34;（risk production）阶段。</p><p style=\"text-align: left;\">所谓&#34;风险生产&#34;，简单理解就是：制程工艺已经成熟到可以开始初步量产，但还没到大规模商业交付的阶段。这个阶段通常持续六个月到一年，英特尔将在此期间测试18A-P在不同芯片核心上的实际表现，为后续全面量产做准备。</p><p style=\"text-align: left;\">市场分析机构TechInsights副主席Dan Hutcheson表示：&#34;他们愿意进入风险生产，意味着他们已经准备好承接外部客户了。&#34;</p><h2 id=\"id_910803985\" style=\"text-align: left;\">18A-P比18A强在哪？</h2><p style=\"text-align: left;\">18A-P是18A制程家族的升级版本。英特尔表示，与18A相比，18A-P在处理高强度AI计算任务时性能更强，同时功耗效率也有所提升。</p><p style=\"text-align: left;\">更关键的是，18A-P与18A设计完全兼容。这意味着客户不需要从头重新设计芯片，可以直接在18A-P上继续开发——这大大降低了客户的切换成本。</p><p style=\"text-align: left;\">值得注意的是，英特尔最初并没有计划让客户使用18A-P。但据Creative Strategies首席执行官Ben Bajarin透露，AI基础设施的大规模建设带动了对算力和芯片制造的强劲需求，这直接推动了市场对18A-P的兴趣。与此同时，英特尔也借助这一变体提升了芯片良率，并完善了工艺设计套件（PDK）。</p><p style=\"text-align: left;\">Bajarin称这是&#34;一次重大跃升&#34;，并表示英特尔&#34;现在处于能够获取客户、并将这些客户引入英特尔代工厂的位置&#34;。</p><h2 id=\"id_1842611440\" style=\"text-align: left;\">代工业务：每季度亏损24亿美元的“出血点”</h2><p style=\"text-align: left;\">这一进展之所以备受关注，根本原因在于英特尔代工业务的财务压力。</p><p style=\"text-align: left;\">Bajarin直言，英特尔代工部门&#34;一直是持续亏损的业务&#34;。数据印证了这一判断：今年一季度，该部门运营亏损高达24亿美元。</p><p style=\"text-align: left;\">华尔街目前对英特尔财务扭亏的押注，主要集中在其下一代14A制程节点能否吸引到外部客户。但18A-P的进展提供了另一条路径——如果能成功拿下客户，Bajarin认为这将对英特尔的营收和利润率带来相当大的上行空间。</p><p style=\"text-align: left;\">Dan Hutcheson也指出，<strong>考虑到芯片制造商当前必须以极快速度响应客户需求，18A-P的进展是&#34;英特尔复苏的关键里程碑&#34;。</strong>他还补充，英特尔在EMIB（嵌入式多芯片互联桥接）芯片封装技术领域同样处于领先地位。</p><h2 id=\"id_2142524016\" style=\"text-align: left;\">内部验证已完成，外部客户是下一关</h2><p style=\"text-align: left;\">在宣布18A-P进入风险生产之前，英特尔已有一定的内部验证基础。</p><p style=\"text-align: left;\">据Bajarin介绍，今年早些时候，英特尔推出了首批基于18A节点制造的消费级和商用PC芯片，这些产品已对其制程技术和封装能力完成了初步验证。Dan Hutcheson也提到，英特尔已在18A-P技术上构建了内部产品。</p><p style=\"text-align: left;\">但内部验证和拿下外部客户是两回事。&#34;风险生产&#34;阶段的核心任务，正是通过跨不同芯片核心的实际测试，证明这套工艺对外部客户同样可靠。这六个月到一年的窗口期，将决定18A-P能否真正成为英特尔代工业务的新增长点。</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>英特尔芯片代工“新里程碑”：官宣“18A升级版”制程进入“风险生产”阶段</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英特尔芯片代工“新里程碑”：官宣“18A升级版”制程进入“风险生产”阶段\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" 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\">2026-06-17 07:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>英特尔宣布，18A制程升级版18A-P正式进入“风险生产”阶段，标志着该工艺已具备承接外部客户的条件。分析人士称此为英特尔复苏的“关键里程碑”。18A-P针对AI计算优化了性能与能效，且与18A设计兼容，客户无需重新设计芯片。</p></blockquote><p style=\"text-align: left;\">英特尔芯片代工达成一个“新里程碑”。</p><p style=\"text-align: left;\">据MarketWatch报道，当地时间6月16日，英特尔宣布其18A制程节点的升级版本——18A-P，已正式进入&#34;风险生产&#34;（risk production）阶段。</p><p style=\"text-align: left;\">所谓&#34;风险生产&#34;，简单理解就是：制程工艺已经成熟到可以开始初步量产，但还没到大规模商业交付的阶段。这个阶段通常持续六个月到一年，英特尔将在此期间测试18A-P在不同芯片核心上的实际表现，为后续全面量产做准备。</p><p style=\"text-align: left;\">市场分析机构TechInsights副主席Dan Hutcheson表示：&#34;他们愿意进入风险生产，意味着他们已经准备好承接外部客户了。&#34;</p><h2 id=\"id_910803985\" style=\"text-align: left;\">18A-P比18A强在哪？</h2><p style=\"text-align: left;\">18A-P是18A制程家族的升级版本。英特尔表示，与18A相比，18A-P在处理高强度AI计算任务时性能更强，同时功耗效率也有所提升。</p><p style=\"text-align: left;\">更关键的是，18A-P与18A设计完全兼容。这意味着客户不需要从头重新设计芯片，可以直接在18A-P上继续开发——这大大降低了客户的切换成本。</p><p style=\"text-align: left;\">值得注意的是，英特尔最初并没有计划让客户使用18A-P。但据Creative Strategies首席执行官Ben Bajarin透露，AI基础设施的大规模建设带动了对算力和芯片制造的强劲需求，这直接推动了市场对18A-P的兴趣。与此同时，英特尔也借助这一变体提升了芯片良率，并完善了工艺设计套件（PDK）。</p><p style=\"text-align: left;\">Bajarin称这是&#34;一次重大跃升&#34;，并表示英特尔&#34;现在处于能够获取客户、并将这些客户引入英特尔代工厂的位置&#34;。</p><h2 id=\"id_1842611440\" style=\"text-align: left;\">代工业务：每季度亏损24亿美元的“出血点”</h2><p style=\"text-align: left;\">这一进展之所以备受关注，根本原因在于英特尔代工业务的财务压力。</p><p style=\"text-align: left;\">Bajarin直言，英特尔代工部门&#34;一直是持续亏损的业务&#34;。数据印证了这一判断：今年一季度，该部门运营亏损高达24亿美元。</p><p style=\"text-align: left;\">华尔街目前对英特尔财务扭亏的押注，主要集中在其下一代14A制程节点能否吸引到外部客户。但18A-P的进展提供了另一条路径——如果能成功拿下客户，Bajarin认为这将对英特尔的营收和利润率带来相当大的上行空间。</p><p style=\"text-align: left;\">Dan Hutcheson也指出，<strong>考虑到芯片制造商当前必须以极快速度响应客户需求，18A-P的进展是&#34;英特尔复苏的关键里程碑&#34;。</strong>他还补充，英特尔在EMIB（嵌入式多芯片互联桥接）芯片封装技术领域同样处于领先地位。</p><h2 id=\"id_2142524016\" style=\"text-align: left;\">内部验证已完成，外部客户是下一关</h2><p style=\"text-align: left;\">在宣布18A-P进入风险生产之前，英特尔已有一定的内部验证基础。</p><p style=\"text-align: left;\">据Bajarin介绍，今年早些时候，英特尔推出了首批基于18A节点制造的消费级和商用PC芯片，这些产品已对其制程技术和封装能力完成了初步验证。Dan Hutcheson也提到，英特尔已在18A-P技术上构建了内部产品。</p><p style=\"text-align: left;\">但内部验证和拿下外部客户是两回事。&#34;风险生产&#34;阶段的核心任务，正是通过跨不同芯片核心的实际测试，证明这套工艺对外部客户同样可靠。这六个月到一年的窗口期，将决定18A-P能否真正成为英特尔代工业务的新增长点。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"BK4543":"AI","BK4512":"苹果概念","HK0000304797.USD":"PICTET 战略收益基金 P类 美元","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","BK4527":"明星科技股","LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","BK4585":"ETF&股票定投概念","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) 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ETF-GraniteShares","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","HK0000304805.HKD":"PICTET 战略收益基金 P类港元","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC"},"source_url":"https://wallstreetcn.com/articles/3774845","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2644796694","content_text":"英特尔宣布，18A制程升级版18A-P正式进入“风险生产”阶段，标志着该工艺已具备承接外部客户的条件。分析人士称此为英特尔复苏的“关键里程碑”。18A-P针对AI计算优化了性能与能效，且与18A设计兼容，客户无需重新设计芯片。英特尔芯片代工达成一个“新里程碑”。据MarketWatch报道，当地时间6月16日，英特尔宣布其18A制程节点的升级版本——18A-P，已正式进入\"风险生产\"（risk production）阶段。所谓\"风险生产\"，简单理解就是：制程工艺已经成熟到可以开始初步量产，但还没到大规模商业交付的阶段。这个阶段通常持续六个月到一年，英特尔将在此期间测试18A-P在不同芯片核心上的实际表现，为后续全面量产做准备。市场分析机构TechInsights副主席Dan Hutcheson表示：\"他们愿意进入风险生产，意味着他们已经准备好承接外部客户了。\"18A-P比18A强在哪？18A-P是18A制程家族的升级版本。英特尔表示，与18A相比，18A-P在处理高强度AI计算任务时性能更强，同时功耗效率也有所提升。更关键的是，18A-P与18A设计完全兼容。这意味着客户不需要从头重新设计芯片，可以直接在18A-P上继续开发——这大大降低了客户的切换成本。值得注意的是，英特尔最初并没有计划让客户使用18A-P。但据Creative Strategies首席执行官Ben Bajarin透露，AI基础设施的大规模建设带动了对算力和芯片制造的强劲需求，这直接推动了市场对18A-P的兴趣。与此同时，英特尔也借助这一变体提升了芯片良率，并完善了工艺设计套件（PDK）。Bajarin称这是\"一次重大跃升\"，并表示英特尔\"现在处于能够获取客户、并将这些客户引入英特尔代工厂的位置\"。代工业务：每季度亏损24亿美元的“出血点”这一进展之所以备受关注，根本原因在于英特尔代工业务的财务压力。Bajarin直言，英特尔代工部门\"一直是持续亏损的业务\"。数据印证了这一判断：今年一季度，该部门运营亏损高达24亿美元。华尔街目前对英特尔财务扭亏的押注，主要集中在其下一代14A制程节点能否吸引到外部客户。但18A-P的进展提供了另一条路径——如果能成功拿下客户，Bajarin认为这将对英特尔的营收和利润率带来相当大的上行空间。Dan Hutcheson也指出，考虑到芯片制造商当前必须以极快速度响应客户需求，18A-P的进展是\"英特尔复苏的关键里程碑\"。他还补充，英特尔在EMIB（嵌入式多芯片互联桥接）芯片封装技术领域同样处于领先地位。内部验证已完成，外部客户是下一关在宣布18A-P进入风险生产之前，英特尔已有一定的内部验证基础。据Bajarin介绍，今年早些时候，英特尔推出了首批基于18A节点制造的消费级和商用PC芯片，这些产品已对其制程技术和封装能力完成了初步验证。Dan Hutcheson也提到，英特尔已在18A-P技术上构建了内部产品。但内部验证和拿下外部客户是两回事。\"风险生产\"阶段的核心任务，正是通过跨不同芯片核心的实际测试，证明这套工艺对外部客户同样可靠。这六个月到一年的窗口期，将决定18A-P能否真正成为英特尔代工业务的新增长点。","news_type":1,"symbols_score_info":{"INTC":1.97,"INTW":0.6,"LINT":0.6}},"isVote":1,"tweetType":1,"viewCount":727,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":576069847912656,"gmtCreate":1781656030728,"gmtModify":1781659809239,"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":"股价翻翻，再债券融资。已经是老登股，靠讲故事混日子了","listText":"股价翻翻，再债券融资。已经是老登股，靠讲故事混日子了","text":"股价翻翻，再债券融资。已经是老登股，靠讲故事混日子了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/576069847912656","repostId":"2644796694","repostType":2,"repost":{"id":"2644796694","kind":"highlight","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":1781654152,"share":"https://www.laohu8.com/m/news/2644796694?lang=zh_CN&edition=full","pubTime":"2026-06-17 07:55","market":"sh","language":"zh","title":"英特尔芯片代工“新里程碑”：官宣“18A升级版”制程进入“风险生产”阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=2644796694","media":"华尔街见闻","summary":"英特尔宣布，18A制程升级版18A-P正式进入“风险生产”阶段，标志着该工艺已具备承接外部客户的条件。分析人士称此为英特尔复苏的“关键里程碑”。18A-P针对AI计算优化了性能与能效，且与18A设计兼容，客户无需重新设计芯片。","content":"<html><head></head><body><blockquote><p>英特尔宣布，18A制程升级版18A-P正式进入“风险生产”阶段，标志着该工艺已具备承接外部客户的条件。分析人士称此为英特尔复苏的“关键里程碑”。18A-P针对AI计算优化了性能与能效，且与18A设计兼容，客户无需重新设计芯片。</p></blockquote><p style=\"text-align: left;\">英特尔芯片代工达成一个“新里程碑”。</p><p style=\"text-align: left;\">据MarketWatch报道，当地时间6月16日，英特尔宣布其18A制程节点的升级版本——18A-P，已正式进入&#34;风险生产&#34;（risk production）阶段。</p><p style=\"text-align: left;\">所谓&#34;风险生产&#34;，简单理解就是：制程工艺已经成熟到可以开始初步量产，但还没到大规模商业交付的阶段。这个阶段通常持续六个月到一年，英特尔将在此期间测试18A-P在不同芯片核心上的实际表现，为后续全面量产做准备。</p><p style=\"text-align: left;\">市场分析机构TechInsights副主席Dan Hutcheson表示：&#34;他们愿意进入风险生产，意味着他们已经准备好承接外部客户了。&#34;</p><h2 id=\"id_910803985\" style=\"text-align: left;\">18A-P比18A强在哪？</h2><p style=\"text-align: left;\">18A-P是18A制程家族的升级版本。英特尔表示，与18A相比，18A-P在处理高强度AI计算任务时性能更强，同时功耗效率也有所提升。</p><p style=\"text-align: left;\">更关键的是，18A-P与18A设计完全兼容。这意味着客户不需要从头重新设计芯片，可以直接在18A-P上继续开发——这大大降低了客户的切换成本。</p><p style=\"text-align: left;\">值得注意的是，英特尔最初并没有计划让客户使用18A-P。但据Creative Strategies首席执行官Ben Bajarin透露，AI基础设施的大规模建设带动了对算力和芯片制造的强劲需求，这直接推动了市场对18A-P的兴趣。与此同时，英特尔也借助这一变体提升了芯片良率，并完善了工艺设计套件（PDK）。</p><p style=\"text-align: left;\">Bajarin称这是&#34;一次重大跃升&#34;，并表示英特尔&#34;现在处于能够获取客户、并将这些客户引入英特尔代工厂的位置&#34;。</p><h2 id=\"id_1842611440\" style=\"text-align: left;\">代工业务：每季度亏损24亿美元的“出血点”</h2><p style=\"text-align: left;\">这一进展之所以备受关注，根本原因在于英特尔代工业务的财务压力。</p><p style=\"text-align: left;\">Bajarin直言，英特尔代工部门&#34;一直是持续亏损的业务&#34;。数据印证了这一判断：今年一季度，该部门运营亏损高达24亿美元。</p><p style=\"text-align: left;\">华尔街目前对英特尔财务扭亏的押注，主要集中在其下一代14A制程节点能否吸引到外部客户。但18A-P的进展提供了另一条路径——如果能成功拿下客户，Bajarin认为这将对英特尔的营收和利润率带来相当大的上行空间。</p><p style=\"text-align: left;\">Dan Hutcheson也指出，<strong>考虑到芯片制造商当前必须以极快速度响应客户需求，18A-P的进展是&#34;英特尔复苏的关键里程碑&#34;。</strong>他还补充，英特尔在EMIB（嵌入式多芯片互联桥接）芯片封装技术领域同样处于领先地位。</p><h2 id=\"id_2142524016\" style=\"text-align: left;\">内部验证已完成，外部客户是下一关</h2><p style=\"text-align: left;\">在宣布18A-P进入风险生产之前，英特尔已有一定的内部验证基础。</p><p style=\"text-align: left;\">据Bajarin介绍，今年早些时候，英特尔推出了首批基于18A节点制造的消费级和商用PC芯片，这些产品已对其制程技术和封装能力完成了初步验证。Dan Hutcheson也提到，英特尔已在18A-P技术上构建了内部产品。</p><p style=\"text-align: left;\">但内部验证和拿下外部客户是两回事。&#34;风险生产&#34;阶段的核心任务，正是通过跨不同芯片核心的实际测试，证明这套工艺对外部客户同样可靠。这六个月到一年的窗口期，将决定18A-P能否真正成为英特尔代工业务的新增长点。</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>英特尔芯片代工“新里程碑”：官宣“18A升级版”制程进入“风险生产”阶段</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英特尔芯片代工“新里程碑”：官宣“18A升级版”制程进入“风险生产”阶段\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" 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\">2026-06-17 07:55</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>英特尔宣布，18A制程升级版18A-P正式进入“风险生产”阶段，标志着该工艺已具备承接外部客户的条件。分析人士称此为英特尔复苏的“关键里程碑”。18A-P针对AI计算优化了性能与能效，且与18A设计兼容，客户无需重新设计芯片。</p></blockquote><p style=\"text-align: left;\">英特尔芯片代工达成一个“新里程碑”。</p><p style=\"text-align: left;\">据MarketWatch报道，当地时间6月16日，英特尔宣布其18A制程节点的升级版本——18A-P，已正式进入&#34;风险生产&#34;（risk production）阶段。</p><p style=\"text-align: left;\">所谓&#34;风险生产&#34;，简单理解就是：制程工艺已经成熟到可以开始初步量产，但还没到大规模商业交付的阶段。这个阶段通常持续六个月到一年，英特尔将在此期间测试18A-P在不同芯片核心上的实际表现，为后续全面量产做准备。</p><p style=\"text-align: left;\">市场分析机构TechInsights副主席Dan Hutcheson表示：&#34;他们愿意进入风险生产，意味着他们已经准备好承接外部客户了。&#34;</p><h2 id=\"id_910803985\" style=\"text-align: left;\">18A-P比18A强在哪？</h2><p style=\"text-align: left;\">18A-P是18A制程家族的升级版本。英特尔表示，与18A相比，18A-P在处理高强度AI计算任务时性能更强，同时功耗效率也有所提升。</p><p style=\"text-align: left;\">更关键的是，18A-P与18A设计完全兼容。这意味着客户不需要从头重新设计芯片，可以直接在18A-P上继续开发——这大大降低了客户的切换成本。</p><p style=\"text-align: left;\">值得注意的是，英特尔最初并没有计划让客户使用18A-P。但据Creative Strategies首席执行官Ben Bajarin透露，AI基础设施的大规模建设带动了对算力和芯片制造的强劲需求，这直接推动了市场对18A-P的兴趣。与此同时，英特尔也借助这一变体提升了芯片良率，并完善了工艺设计套件（PDK）。</p><p style=\"text-align: left;\">Bajarin称这是&#34;一次重大跃升&#34;，并表示英特尔&#34;现在处于能够获取客户、并将这些客户引入英特尔代工厂的位置&#34;。</p><h2 id=\"id_1842611440\" style=\"text-align: left;\">代工业务：每季度亏损24亿美元的“出血点”</h2><p style=\"text-align: left;\">这一进展之所以备受关注，根本原因在于英特尔代工业务的财务压力。</p><p style=\"text-align: left;\">Bajarin直言，英特尔代工部门&#34;一直是持续亏损的业务&#34;。数据印证了这一判断：今年一季度，该部门运营亏损高达24亿美元。</p><p style=\"text-align: left;\">华尔街目前对英特尔财务扭亏的押注，主要集中在其下一代14A制程节点能否吸引到外部客户。但18A-P的进展提供了另一条路径——如果能成功拿下客户，Bajarin认为这将对英特尔的营收和利润率带来相当大的上行空间。</p><p style=\"text-align: left;\">Dan Hutcheson也指出，<strong>考虑到芯片制造商当前必须以极快速度响应客户需求，18A-P的进展是&#34;英特尔复苏的关键里程碑&#34;。</strong>他还补充，英特尔在EMIB（嵌入式多芯片互联桥接）芯片封装技术领域同样处于领先地位。</p><h2 id=\"id_2142524016\" style=\"text-align: left;\">内部验证已完成，外部客户是下一关</h2><p style=\"text-align: left;\">在宣布18A-P进入风险生产之前，英特尔已有一定的内部验证基础。</p><p style=\"text-align: left;\">据Bajarin介绍，今年早些时候，英特尔推出了首批基于18A节点制造的消费级和商用PC芯片，这些产品已对其制程技术和封装能力完成了初步验证。Dan Hutcheson也提到，英特尔已在18A-P技术上构建了内部产品。</p><p style=\"text-align: left;\">但内部验证和拿下外部客户是两回事。&#34;风险生产&#34;阶段的核心任务，正是通过跨不同芯片核心的实际测试，证明这套工艺对外部客户同样可靠。这六个月到一年的窗口期，将决定18A-P能否真正成为英特尔代工业务的新增长点。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"BK4543":"AI","BK4512":"苹果概念","HK0000304797.USD":"PICTET 战略收益基金 P类 美元","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","BK4527":"明星科技股","LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","BK4585":"ETF&股票定投概念","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) 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ETF-GraniteShares","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","HK0000304805.HKD":"PICTET 战略收益基金 P类港元","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC"},"source_url":"https://wallstreetcn.com/articles/3774845","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2644796694","content_text":"英特尔宣布，18A制程升级版18A-P正式进入“风险生产”阶段，标志着该工艺已具备承接外部客户的条件。分析人士称此为英特尔复苏的“关键里程碑”。18A-P针对AI计算优化了性能与能效，且与18A设计兼容，客户无需重新设计芯片。英特尔芯片代工达成一个“新里程碑”。据MarketWatch报道，当地时间6月16日，英特尔宣布其18A制程节点的升级版本——18A-P，已正式进入\"风险生产\"（risk production）阶段。所谓\"风险生产\"，简单理解就是：制程工艺已经成熟到可以开始初步量产，但还没到大规模商业交付的阶段。这个阶段通常持续六个月到一年，英特尔将在此期间测试18A-P在不同芯片核心上的实际表现，为后续全面量产做准备。市场分析机构TechInsights副主席Dan Hutcheson表示：\"他们愿意进入风险生产，意味着他们已经准备好承接外部客户了。\"18A-P比18A强在哪？18A-P是18A制程家族的升级版本。英特尔表示，与18A相比，18A-P在处理高强度AI计算任务时性能更强，同时功耗效率也有所提升。更关键的是，18A-P与18A设计完全兼容。这意味着客户不需要从头重新设计芯片，可以直接在18A-P上继续开发——这大大降低了客户的切换成本。值得注意的是，英特尔最初并没有计划让客户使用18A-P。但据Creative Strategies首席执行官Ben Bajarin透露，AI基础设施的大规模建设带动了对算力和芯片制造的强劲需求，这直接推动了市场对18A-P的兴趣。与此同时，英特尔也借助这一变体提升了芯片良率，并完善了工艺设计套件（PDK）。Bajarin称这是\"一次重大跃升\"，并表示英特尔\"现在处于能够获取客户、并将这些客户引入英特尔代工厂的位置\"。代工业务：每季度亏损24亿美元的“出血点”这一进展之所以备受关注，根本原因在于英特尔代工业务的财务压力。Bajarin直言，英特尔代工部门\"一直是持续亏损的业务\"。数据印证了这一判断：今年一季度，该部门运营亏损高达24亿美元。华尔街目前对英特尔财务扭亏的押注，主要集中在其下一代14A制程节点能否吸引到外部客户。但18A-P的进展提供了另一条路径——如果能成功拿下客户，Bajarin认为这将对英特尔的营收和利润率带来相当大的上行空间。Dan Hutcheson也指出，考虑到芯片制造商当前必须以极快速度响应客户需求，18A-P的进展是\"英特尔复苏的关键里程碑\"。他还补充，英特尔在EMIB（嵌入式多芯片互联桥接）芯片封装技术领域同样处于领先地位。内部验证已完成，外部客户是下一关在宣布18A-P进入风险生产之前，英特尔已有一定的内部验证基础。据Bajarin介绍，今年早些时候，英特尔推出了首批基于18A节点制造的消费级和商用PC芯片，这些产品已对其制程技术和封装能力完成了初步验证。Dan Hutcheson也提到，英特尔已在18A-P技术上构建了内部产品。但内部验证和拿下外部客户是两回事。\"风险生产\"阶段的核心任务，正是通过跨不同芯片核心的实际测试，证明这套工艺对外部客户同样可靠。这六个月到一年的窗口期，将决定18A-P能否真正成为英特尔代工业务的新增长点。","news_type":1,"symbols_score_info":{"INTC":1.97,"INTW":0.6,"LINT":0.6}},"isVote":1,"tweetType":1,"viewCount":653,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":575912222138616,"gmtCreate":1781620580390,"gmtModify":1781621430470,"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，真是个坏蛋🦹‍♂️， 回购是赚钱为目的的吗？","listText":"卧槽，真是个坏蛋🦹‍♂️， 回购是赚钱为目的的吗？","text":"卧槽，真是个坏蛋🦹‍♂️， 回购是赚钱为目的的吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/575912222138616","repostId":"1166580571","repostType":2,"repost":{"id":"1166580571","kind":"news","weMediaInfo":{"introduction":"港美股公告全覆盖","home_visible":1,"media_name":"公告速递","id":"1097772564","head_image":"https://community-static.tradeup.com/news/ed558ed0402cbe7d1ef4d150458f2b2e"},"pubTimestamp":1781605324,"share":"https://www.laohu8.com/m/news/1166580571?lang=zh_CN&edition=full","pubTime":"2026-06-16 18:22","market":"hk","language":"zh","title":"小米集团-W：6月16日回购400万股，耗资约1.03亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1166580571","media":"公告速递","summary":"小米集团-W于2026年6月16日发布翌日披露报表，公布当日通过香港联交所场内回购400万股B类普通股，占公司当日已发行股本的约0.015%。每股回购价介乎港币25.52元至25.84元，合计动用资金1.0263亿港元。该部分股份拟予注销。上述发行完成后，截至2026年6月16日，公司B类普通股增至21,387,306,884股。公告显示，小米集团-W于2026年6月2日通过股份购回授权，获准回购最多2,583,952,309股。","content":"<p>小米集团-W（01810）于2026年6月16日发布翌日披露报表，公布当日通过香港联交所场内回购400万股B类普通股，占公司当日已发行股本（不包括库藏股）的约0.015%。每股回购价介乎港币25.52元至25.84元，合计动用资金1.0263亿港元（约1.03亿港元）。该部分股份拟予注销。</p>\n<p>此外，公司于2026年6月12日、6月15日及6月16日，分别就股份奖励方式向除公司董事外的参与人发行50,800股、108,600股及27,000股B类普通股，发行价分别为每股港币2.55元、2.70元及1.85元，对应占发行前已发行股本（不包括库藏股）的约0.0002%、0.0004%及0.0001%。上述发行完成后，截至2026年6月16日，公司B类普通股增至21,387,306,884股。</p>\n<p>公告显示，小米集团-W于2026年6月2日通过股份购回授权，获准回购最多2,583,952,309股。截至本公告披露日，公司已累计回购股数达26,100,000股，占购回授权通过当日已发行股本（不包括库藏股）的约0.1%。</p>\n<p>公司在公告中确认，股份发行及回购事宜已严格遵守香港联交所证券上市规则及相关法律法规。本公告由小米集团-W首席财务官林世伟签署。</p>","collect":0,"html":"<!DOCTYPE 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class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1097772564\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/ed558ed0402cbe7d1ef4d150458f2b2e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">公告速递 </p>\n<p class=\"h-time\">2026-06-16 18:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>小米集团-W（01810）于2026年6月16日发布翌日披露报表，公布当日通过香港联交所场内回购400万股B类普通股，占公司当日已发行股本（不包括库藏股）的约0.015%。每股回购价介乎港币25.52元至25.84元，合计动用资金1.0263亿港元（约1.03亿港元）。该部分股份拟予注销。</p>\n<p>此外，公司于2026年6月12日、6月15日及6月16日，分别就股份奖励方式向除公司董事外的参与人发行50,800股、108,600股及27,000股B类普通股，发行价分别为每股港币2.55元、2.70元及1.85元，对应占发行前已发行股本（不包括库藏股）的约0.0002%、0.0004%及0.0001%。上述发行完成后，截至2026年6月16日，公司B类普通股增至21,387,306,884股。</p>\n<p>公告显示，小米集团-W于2026年6月2日通过股份购回授权，获准回购最多2,583,952,309股。截至本公告披露日，公司已累计回购股数达26,100,000股，占购回授权通过当日已发行股本（不包括库藏股）的约0.1%。</p>\n<p>公司在公告中确认，股份发行及回购事宜已严格遵守香港联交所证券上市规则及相关法律法规。本公告由小米集团-W首席财务官林世伟签署。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01810":"小米集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166580571","content_text":"小米集团-W（01810）于2026年6月16日发布翌日披露报表，公布当日通过香港联交所场内回购400万股B类普通股，占公司当日已发行股本（不包括库藏股）的约0.015%。每股回购价介乎港币25.52元至25.84元，合计动用资金1.0263亿港元（约1.03亿港元）。该部分股份拟予注销。\n此外，公司于2026年6月12日、6月15日及6月16日，分别就股份奖励方式向除公司董事外的参与人发行50,800股、108,600股及27,000股B类普通股，发行价分别为每股港币2.55元、2.70元及1.85元，对应占发行前已发行股本（不包括库藏股）的约0.0002%、0.0004%及0.0001%。上述发行完成后，截至2026年6月16日，公司B类普通股增至21,387,306,884股。\n公告显示，小米集团-W于2026年6月2日通过股份购回授权，获准回购最多2,583,952,309股。截至本公告披露日，公司已累计回购股数达26,100,000股，占购回授权通过当日已发行股本（不包括库藏股）的约0.1%。\n公司在公告中确认，股份发行及回购事宜已严格遵守香港联交所证券上市规则及相关法律法规。本公告由小米集团-W首席财务官林世伟签署。","news_type":1,"symbols_score_info":{"01810":1}},"isVote":1,"tweetType":1,"viewCount":1100,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573560439158736,"gmtCreate":1781059114442,"gmtModify":1781060605615,"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/01810\">$小米集团-W(01810)$&nbsp;</a>&nbsp; 基本关门了？","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a>&nbsp; 基本关门了？","text":"$小米集团-W(01810)$ 基本关门了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573560439158736","isVote":1,"tweetType":1,"viewCount":850,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":570490554238296,"gmtCreate":1780284205171,"gmtModify":1780284333192,"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":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/570490554238296","repostId":"1196975152","repostType":2,"repost":{"id":"1196975152","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":1780283098,"share":"https://www.laohu8.com/m/news/1196975152?lang=zh_CN&edition=full","pubTime":"2026-06-01 11:04","market":"us","language":"zh","title":"市场消息：英特尔拟年底前推出新AI芯片，使用更便宜内存与风冷技术","url":"https://stock-news.laohu8.com/highlight/detail?id=1196975152","media":"老虎资讯综合","summary":"6月1日，市场消息：英特尔计划在年底前推出一款人工智能芯片，该芯片将采用比英伟达和AMD竞品更便宜的内存和散热技术。","content":"<html><head></head><body><p style=\"text-align: left;\">6月1日，据英国金融时报报道，英特尔计划在今年年底前推出一款人工智能芯片，该芯片使用的内存和冷却技术比英伟达和AMD的同类产品更便宜。领导英特尔数据中心部门的Kevork Kechichian表示，该公司正“从基础入手”。其新款“Crescent Island”图形处理器旨在加速“推理”任务（即用户提出请求的阶段），而非模型训练——这是英伟达处理器占据主导地位的领域。这是英特尔在首席执行官Lip-Bu Tan领导下首次进军利润丰厚的人工智能基础设施市场。Tan于去年上任，此前Pat Gelsinger因市场担心其扭转战略失败而被罢免。</p><p style=\"text-align: left;\">受此消息提振，英特尔美股夜盘短线拉升涨超3%，此前一度跌超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79d3418234dc55e255a08a3b2ef7def9\" tg-width=\"828\" tg-height=\"726\"/></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：英特尔拟年底前推出新AI芯片，使用更便宜内存与风冷技术</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/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\">2026-06-01 11:04</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;\">6月1日，据英国金融时报报道，英特尔计划在今年年底前推出一款人工智能芯片，该芯片使用的内存和冷却技术比英伟达和AMD的同类产品更便宜。领导英特尔数据中心部门的Kevork Kechichian表示，该公司正“从基础入手”。其新款“Crescent Island”图形处理器旨在加速“推理”任务（即用户提出请求的阶段），而非模型训练——这是英伟达处理器占据主导地位的领域。这是英特尔在首席执行官Lip-Bu Tan领导下首次进军利润丰厚的人工智能基础设施市场。Tan于去年上任，此前Pat Gelsinger因市场担心其扭转战略失败而被罢免。</p><p style=\"text-align: left;\">受此消息提振，英特尔美股夜盘短线拉升涨超3%，此前一度跌超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79d3418234dc55e255a08a3b2ef7def9\" tg-width=\"828\" tg-height=\"726\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"LINT":"Direxion Daily 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Gelsinger因市场担心其扭转战略失败而被罢免。受此消息提振，英特尔美股夜盘短线拉升涨超3%，此前一度跌超2%。","news_type":1,"symbols_score_info":{"LINT":0.6,"INTW":0.6,"INTC":2}},"isVote":1,"tweetType":1,"viewCount":852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":570490855395912,"gmtCreate":1780284201308,"gmtModify":1780284333019,"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":"先盈利吧","listText":"先盈利吧","text":"先盈利吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/570490855395912","repostId":"1196975152","repostType":2,"repost":{"id":"1196975152","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":1780283098,"share":"https://www.laohu8.com/m/news/1196975152?lang=zh_CN&edition=full","pubTime":"2026-06-01 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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：英特尔拟年底前推出新AI芯片，使用更便宜内存与风冷技术</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市场消息：英特尔拟年底前推出新AI芯片，使用更便宜内存与风冷技术\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\">2026-06-01 11:04</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;\">6月1日，据英国金融时报报道，英特尔计划在今年年底前推出一款人工智能芯片，该芯片使用的内存和冷却技术比英伟达和AMD的同类产品更便宜。领导英特尔数据中心部门的Kevork Kechichian表示，该公司正“从基础入手”。其新款“Crescent Island”图形处理器旨在加速“推理”任务（即用户提出请求的阶段），而非模型训练——这是英伟达处理器占据主导地位的领域。这是英特尔在首席执行官Lip-Bu Tan领导下首次进军利润丰厚的人工智能基础设施市场。Tan于去年上任，此前Pat Gelsinger因市场担心其扭转战略失败而被罢免。</p><p style=\"text-align: left;\">受此消息提振，英特尔美股夜盘短线拉升涨超3%，此前一度跌超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79d3418234dc55e255a08a3b2ef7def9\" tg-width=\"828\" tg-height=\"726\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"LINT":"Direxion Daily INTC Bull 2X ETF","INTC":"英特尔","INTW":"2倍做多INTC ETF-GraniteShares"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196975152","content_text":"6月1日，据英国金融时报报道，英特尔计划在今年年底前推出一款人工智能芯片，该芯片使用的内存和冷却技术比英伟达和AMD的同类产品更便宜。领导英特尔数据中心部门的Kevork Kechichian表示，该公司正“从基础入手”。其新款“Crescent Island”图形处理器旨在加速“推理”任务（即用户提出请求的阶段），而非模型训练——这是英伟达处理器占据主导地位的领域。这是英特尔在首席执行官Lip-Bu Tan领导下首次进军利润丰厚的人工智能基础设施市场。Tan于去年上任，此前Pat Gelsinger因市场担心其扭转战略失败而被罢免。受此消息提振，英特尔美股夜盘短线拉升涨超3%，此前一度跌超2%。","news_type":1,"symbols_score_info":{"LINT":0.6,"INTW":0.6,"INTC":2}},"isVote":1,"tweetType":1,"viewCount":843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":565810094388264,"gmtCreate":1779171548301,"gmtModify":1779172028332,"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; 市场这么好， 你股价是sbm","listText":"<a href=\"https://laohu8.com/S/00600\">$爱芯元智(00600)$</a>&nbsp; 市场这么好， 你股价是sbm","text":"$爱芯元智(00600)$ 市场这么好， 你股价是sbm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565810094388264","isVote":1,"tweetType":1,"viewCount":1834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":564542821361432,"gmtCreate":1778862227993,"gmtModify":1778862230309,"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":"那是2028年吧","listText":"那是2028年吧","text":"那是2028年吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/564542821361432","repostId":"1112355951","repostType":2,"repost":{"id":"1112355951","kind":"news","pubTimestamp":1778842609,"share":"https://www.laohu8.com/m/news/1112355951?lang=zh_CN&edition=full","pubTime":"2026-05-15 18:56","market":"us","language":"zh","title":"不能只靠台积电，郭明錤：苹果正系统培养英特尔，剑指“关键供应商”","url":"https://stock-news.laohu8.com/highlight/detail?id=1112355951","media":"华尔街见闻","summary":"郭明錤最新产业调查显示，苹果与英特尔的合作并非单纯试单，而是在三大产品线同步推进，以验证英特尔未来成为关键供应商的可能性。台积电处境：短期无虞，但成为风险对冲对象郭明錤认为，即便英特尔基本顺利出货，台积电仍将占据苹果先进制程供应比重的90%以上。也就是说，台积电未来数年在苹果供应链中的领先地位仍然稳固。但问题在于，台积电的领先地位本身正成为各方风险对冲的焦点。","content":"<html><head></head><body><p>苹果正在为先进制程供应链寻找更具战略意义的第二支点。郭明錤最新产业调查显示，苹果与英特尔的合作并非单纯试单，而是在三大产品线同步推进，以验证英特尔未来成为关键供应商的可能性。</p><p style=\"text-align: left;\">天风国际证券分析师郭明錤5月15日发推文表示，苹果已在英特尔18A-P系列制程开案低阶或旧款iPhone、iPad与Mac处理器，并将采用英特尔Foveros先进封装。<strong>订单结构中，iPhone约占80%，与苹果终端设备销售结构相近。</strong></p><p style=\"text-align: left;\">这一安排的市场含义在于，苹果并不打算在短期内动摇台积电的核心地位，但正在提前培养替代能力。随着台积电先进制程资源趋紧，并持续向AI相关需求倾斜，苹果有动力在仍具议价力时扩大供应选择。</p><p style=\"text-align: left;\">对英特尔而言，这可能是其先进制程晶圆代工业务罕见的“练兵”窗口。对台积电而言，未来数年地位仍然稳固，但其领先优势正成为客户、政策与竞争者共同风险对冲的焦点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/769081dd8e08f096f6020750202b326b\" tg-width=\"546\" tg-height=\"2116\"/></p><h2 id=\"id_2611179664\" style=\"text-align: left;\">合作焦点：低阶与旧款芯片，覆盖苹果三大产品线</h2><p style=\"text-align: left;\">郭明錤称，苹果与英特尔的代工合作可能聚焦于iPhone、iPad和Mac系列中的相对低端、遗留式前代芯片。这些芯片将使用英特尔18A-P系列制造工艺，并采用英特尔独家的Foveros先进封装。</p><p style=\"text-align: left;\"><strong>订单组合大约80%集中在iPhone产品线。</strong>郭明錤认为，这反映了苹果终端设备销售组合，也说明苹果并非只选择单一低风险产品进行测试，而是在更接近真实业务结构的条件下验证英特尔的能力。</p><p style=\"text-align: left;\">他还表示，苹果正在同步评估英特尔其他先进制程技术。不过，英特尔量产时间表、最终出货规模仍未明朗，终端与EMS端目前也尚未看到明确出货规划。</p><h2 id=\"id_954059600\" style=\"text-align: left;\">苹果意图：在仍有议价力时培养第二来源</h2><p style=\"text-align: left;\">郭明錤判断，苹果在英特尔同时建立iPhone、iPad和Mac三大产品线项目，且投片比例接近市场销量结构，意味着苹果正在模拟并验证英特尔未来成为全产品线供应商的可能性。</p><p style=\"text-align: left;\">这不仅是为了降低对单一供应商的依赖，或提升与台积电谈判时的议价力。更关键的是，苹果意识到，若台积电先进制程资源持续向AI倾斜，未来再培养新供应商的成本和难度可能更高。</p><p style=\"text-align: left;\">因此，苹果选择在仍具备较强议价能力时推进英特尔合作，同时凭借自身芯片设计优势，维持与台积电的交易关系。这是一种双轨策略：核心供应继续依靠台积电，长期弹性则通过英特尔建立。</p><h2 id=\"id_755249948\" style=\"text-align: left;\">英特尔机会：苹果订单是代工业务的完整训练场</h2><p style=\"text-align: left;\">未来数年，苹果绝大部分先进制程订单仍将集中在台积电。因此，郭明錤认为，苹果几乎是英特尔唯一、也是最完整的晶圆代工练兵机会。</p><p style=\"text-align: left;\">原因在于，苹果订单覆盖全产品线，规模足够大，还需要根据市场变化动态调整设计和生产节奏。这类客户能够测试英特尔在制程、封装、量产协作和交付管理上的整体能力。</p><p style=\"text-align: left;\">不过，短期内苹果订单难以显著扭转英特尔代工业务的单季亏损，供货比重也会受到产能和良率限制。郭明錤称，<strong>英特尔内部对苹果订单喜忧参半，机会巨大，但执行难度同样突出。</strong></p><p style=\"text-align: left;\">苹果的高标准，加上英特尔同时承接其他客户订单的策略，都会放大先进制程代工业务重建的难度。郭明錤认为，英特尔站上了由自身努力、地缘政治和客户避险共同推动的窗口期，但能否兑现，取决于执行力。</p><h2 id=\"id_3451512751\" style=\"text-align: left;\">良率考验：18A-P能否放量是关键变量</h2><p style=\"text-align: left;\">郭明錤表示，英特尔2027年的生产良率目标，是先稳定达到50%至60%以上。素材同时提到，部分产业链研究人士测算，台积电目前最先进的2nm制程节点良率高于70%。</p><p style=\"text-align: left;\">这意味着，英特尔若要真正成为苹果关键供应商，仅获得项目验证还不够。18A-P良率、量产节奏、客户出货规模和毛利率改善，都将成为投资者评估其代工复兴叙事的核心指标。</p><p style=\"text-align: left;\">当前，英特尔股价定价逻辑已不只围绕数据中心服务器CPU周期，也包含“美国科技巨头先进代工第二供应源”的预期。但如果良率、量产或盈利改善不及预期，这一高弹性叙事也可能面临回撤压力。</p><h2 id=\"id_4046201890\" style=\"text-align: left;\">台积电处境：短期无虞，但成为风险对冲对象</h2><p style=\"text-align: left;\">郭明錤认为，即便英特尔基本顺利出货，台积电仍将占据苹果先进制程供应比重的90%以上。也就是说，台积电未来数年在苹果供应链中的领先地位仍然稳固。</p><p style=\"text-align: left;\">但问题在于，台积电的领先地位本身正成为各方风险对冲的焦点。当先进制程成为稀缺资源，并且资源持续向AI倾斜，苹果自然会寻求英特尔合作，以增强议价力和供应弹性。</p><p style=\"text-align: left;\">郭明錤称，苹果并非孤例。先进制程关键参与者都在围绕台积电进行风险对冲：美国政府通过一系列半导体政策推进本土能力，苹果培养英特尔，Samsung则用记忆体业务利润支持先进制程投入。</p><p style=\"text-align: left;\">相对而言，台积电目前主要依靠卓越执行力应对竞争。郭明錤认为，这相当于把竞争优势押注在“执行力会持续领先”这一假设上。</p><h2 id=\"id_3637425607\" style=\"text-align: left;\">定价与产能：台积电需要把潜在竞争风险计入账本</h2><p style=\"text-align: left;\">郭明錤指出，台积电在执行力之外，可用的外部对冲工具有限。这是结构性问题：美国既是台积电关键市场和技术合作对象，也是重要政策压力来源；其他可能合作对象，包括中国大陆、欧盟和日本，都不能或难以形成有效对冲。</p><p style=\"text-align: left;\">在市场策略上，业务多元化、客户结构分散、技术授权、供应链本土化等外部对冲手段，也会因台积电领先地位而出现边际效用递减。</p><p style=\"text-align: left;\">因此，郭明錤认为，加速累积内部资本是更务实的方式，而内部资本来自先进制程定价权。这不仅意味着合理利润，也意味着对未来风险进行定价。</p><p style=\"text-align: left;\">英特尔就是一个具体案例。郭明錤称，当英特尔将自家产品下单给台积电，以空出产能与苹果练兵时，对台积电而言，这并不是普通订单，而是可能带来潜在竞争风险的订单。若台积电决定与英特尔交易，就应将这层由地缘政治和客户组合重构带来的竞争关系，纳入风险定价与产能配置考量。</p></body></html>","source":"lsy1762389672944","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>不能只靠台积电，郭明錤：苹果正系统培养英特尔，剑指“关键供应商”</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不能只靠台积电，郭明錤：苹果正系统培养英特尔，剑指“关键供应商”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-15 18:56 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3772342><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>苹果正在为先进制程供应链寻找更具战略意义的第二支点。郭明錤最新产业调查显示，苹果与英特尔的合作并非单纯试单，而是在三大产品线同步推进，以验证英特尔未来成为关键供应商的可能性。天风国际证券分析师郭明錤5月15日发推文表示，苹果已在英特尔18A-P系列制程开案低阶或旧款iPhone、iPad与Mac处理器，并将采用英特尔Foveros先进封装。订单结构中，iPhone约占80%，与苹果终端设备销售结构...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3772342\">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":{"LINT":"Direxion Daily INTC Bull 2X ETF","INTW":"2倍做多INTC 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