Heinz的个人主页 - 老虎社区

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02-03

前台积人才=前前Intel人才，企业没有文化，卷很了不起吗？少酸情绪，多看结果吧。

台积电前研发主管谈Intel：复制技术也没用追上还早得很

01-26

花旗这两周上蹿下跳调3次了吧[你懂的] 花猴子🐒

大行评级｜花旗：下调英特尔目标价至48美元，维持“中性”评级

01-23

身段真灵活

花旗将英特尔目标价下调至48美元

01-16

正如2020-2024的USA和现在的USA[笑哭]

01-16

花旗前两天不是看跌$英特尔(INTC)$ 呢？筹码吸够了？这种机构真是居心不良。

花旗：英特尔(INTC.US)迎来AI芯片代工“窗口期”，美光(MU.US)因DRAM涨价放缓移出观察名单

01-16

自己当年拿补贴砸钱的事怎么不提，还要起诉从来自英特尔又返聘回英特尔的技术人员，没有谦卑，也不懂得尊重人。$台积电(TSM)$ 的陨落要开始了，文化本底从没赢过。

Intel首发量产2nm级工艺台积电称不怕竞争：不是砸钱就行的

01-13

一点都不给Intel Foundary计价啊[笑哭] 全球第一个量产1.8nm视而不见。作为机构就这水平，很难说不是有别的意图。$英特尔(INTC)$

花旗：卖出英特尔与AMD！

01-05

$Palantir Technologies Inc.(PLTR)$ 1h22m极速往返有功[龇牙]

2025-12-24

路透社啊 ⬅️⬅️⬅️ FAKE NEWS[笑哭]

传英伟达暂停18A工艺测试，英特尔芯片代工梦遭“当头一棒”

2025-12-24

Windows非常不尊重用户，基建云服务更看好甲骨文，AI应用看好谷歌。

2025-09-29

快去请川皇 EU NEED SOME EDUCATION[贱笑]

苹果和欧盟杠上了

2025-09-29

$英特尔(INTC)$ 快上车，没时间解释了[梭哈]

2025-09-25

争取到Apple Silicon的代工业务，Intel的14A最先进工艺就可以大展宏图了。

英特尔寻求让苹果提供投资，作为提振业务的后备计划

2025-09-24

$苹果(AAPL)$ 又被欧盟🇪🇺抓住当提款机了吗？快去请川大爷护犊子。继续涨[看涨]

2025-08-29

纽森把我恶心坏了

加州州长抨击特朗普与英特尔的交易：把我恶心坏了

2025-06-13

安装steam os游戏帧率更高更省电[笑哭]

微软热身下场，Switch 2 杀手要来了吗？

2024-08-30

AMD的GF就是这么分的

市场消息：英特尔考虑剥离制造业务，最早或于9月董事会提出

2020-02-11

$瑞幸咖啡(LK)$实在是太骚了

2020-02-07

$AMD(AMD)$Mac + APU YeeeeeeeeeS

2020-02-07

$特斯拉(TSLA)$埃隆·马斯克（Elon Musk）的项目，似乎都是为人类失败做准备。发电厂无法可靠供电时，太阳能电池板必不可少。沙特阿拉伯无法供应石油时，电动汽车必不可少。地面互联网关闭时，星联计划提供卫星上网。地球无法居住时，就移居火星。-- 推特网友https://marginalrevolution.com/marginalrevolution/2019/11/elon-theory.html看到这个挺有意思转给老伙计们

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少酸情绪，多看结果吧。","listText":"前台积人才=前前Intel人才，企业没有文化，卷很了不起吗？少酸情绪，多看结果吧。","text":"前台积人才=前前Intel人才，企业没有文化，卷很了不起吗？少酸情绪，多看结果吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/528566633645520","repostId":"2608344888","repostType":2,"repost":{"id":"2608344888","kind":"news","pubTimestamp":1769954000,"share":"https://www.laohu8.com/m/news/2608344888?lang=zh_CN&edition=full","pubTime":"2026-02-01 21:53","market":"us","language":"zh","title":"台积电前研发主管谈Intel：复制技术也没用 追上还早得很","url":"https://stock-news.laohu8.com/highlight/detail?id=2608344888","media":"快科技","summary":"快科技2月1日消息，去年台积电爆出多个泄密案，其中研发技术大佬、前资深副总罗唯仁在退休后又加盟老东家Intel一事影响更大，还引发了台积电的诉讼。对于这个问题，另一个台积电退休大佬、前研发处长杨光磊日前在采访中给出了否定的答案，认为Intel才刚起来，追赶台积电还早得很，而且就算罗唯仁把技术完全复制过去，公司文化也带不过去。","content":"<html><body><article><p>快科技2月1日消息，去年<a href=\"https://laohu8.com/S/TSM\">台积电</a>爆出多个泄密案，其中研发技术大佬、前资深副总罗唯仁在退休后又加盟老东家Intel一事影响更大，还引发了台积电的诉讼。</p><p>外界关心的不止是两边的法律大战，更重要的是罗唯仁作为在台积电工作20多年的技术大佬，熟悉台积电的技术研发，而且退休之前获得了2nm、1.6nm及1.4nm等机密资料，现在跳槽到Intel之后，会不会因此让Intel获得追赶甚至超越台积电的机会。</p><p>对于这个问题，另一个台积电退休大佬、前研发处长杨光磊日前在采访中给出了否定的答案，认为Intel才刚起来，追赶台积电还早得很，而且就算罗唯仁把技术完全复制过去，公司文化也带不过去。</p><p>他用自己之前的经历对比了两家公司的不同，之前在Inte做过顾问，他提到假如台积电有360个人，每个人方向差别只有1度，而同样情况下Intel有360个人，加起来就变成0，<strong>因为每个人想法都不一样，这就是多元文化的问题。</strong></p><p>他认为罗唯仁加入Intel之后能做的有限，他之前在Intel工作了18年了，又在台积电工作了21年，现在的Intel跟21年前已经不一样了，那时比现在好得多，因为当时的CEO是安迪·格鲁夫，现在的Intel要弱很多，CEO陈立武虽然想扮演一些角色，在帮助Intel，但他毕竟不是搞技术研发的人。</p><p>他还提到，在晶圆代工领域，台积电现在已经是独步全球，而且第二名跟它的差距很远，<strong>已经到了独孤求败的地步，</strong>他们倒是希望能找个真正厉害的对手让台积电尝试一次失败，可惜这个领域台积电不太容易失败了，因为台积电强的地方不是技术问题，是（企业）文化问题。</p><p>杨光磊表示，Intel的技术绝对不差，<strong>但Intel是以一种王者的姿态做产品，</strong>不像台积电这样以欧巴桑的心态在服务客户，Intel完全不可能有这个东西，尤其是技术人员需要很长时间转变，甚至转变不过来。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260201215827146d201qdz3buglbnd\"/></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>台积电前研发主管谈Intel：复制技术也没用 追上还早得很</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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}\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台积电前研发主管谈Intel：复制技术也没用 追上还早得很\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-01 21:53 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260201215835a6c696ee&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技2月1日消息，去年台积电爆出多个泄密案，其中研发技术大佬、前资深副总罗唯仁在退休后又加盟老东家Intel一事影响更大，还引发了台积电的诉讼。外界关心的不止是两边的法律大战，更重要的是罗唯仁作为在台积电工作20多年的技术大佬，熟悉台积电的技术研发，而且退休之前获得了2nm、1.6nm及1.4nm等机密资料，现在跳槽到Intel之后，会不会因此让Intel获得追赶甚至超越台积电的机会。对于这个...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260201215835a6c696ee&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC 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花猴子🐒","listText":"花旗这两周上蹿下跳调3次了吧[你懂的]&nbsp; 花猴子🐒","text":"花旗这两周上蹿下跳调3次了吧[你懂的] 花猴子🐒","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/525999850730528","repostId":"2606405296","repostType":2,"repost":{"id":"2606405296","kind":"live","pubTimestamp":1769406697,"share":"https://www.laohu8.com/m/news/2606405296?lang=zh_CN&edition=full","pubTime":"2026-01-26 13:51","market":"us","language":"zh","title":"大行评级｜花旗：下调英特尔目标价至48美元，维持“中性”评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2606405296","media":"格隆汇","summary":"花旗发表研报指，英特尔上季业绩胜于预期，但由于内部供应限制，导致毛利率下滑，致使今年首季指引低于市场预期，触发该股股价下跌。该行认为，由于AI带动的通用服务器CPU升级需求强劲，如果英特尔的供应不受限","content":"<html><body><p>花旗发表研报指，英特尔上季业绩胜于预期，但由于内部供应限制，导致毛利率下滑，致使今年首季指引低于市场预期，触发该股股价下跌。该行认为，由于AI带动的通用服务器CPU升级需求强劲，如果英特尔的供应不受限制，其销售额本可超越季节性表现。基于毛利率下滑，该行将其目标价由50美元下调至48美元，维持“中性”评级。</p></body></html>","source":"live_gelonghui","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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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>花旗发表研报指，英特尔上季业绩胜于预期，但由于内部供应限制，导致毛利率下滑，致使今年首季指引低于市场预期，触发该股股价下跌。该行认为，由于AI带动的通用服务器CPU升级需求强劲，如果英特尔的供应不受限制，其销售额本可超越季节性表现。基于毛利率下滑，该行将其目标价由50美元下调至48美元，维持“中性”评级。</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":{"LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","BK4529":"IDC概念","LU0130517989.USD":"HARRIS ASSOCIATES US VALUE EQUITY \"R\" INC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","BK4602":"量子计算概念","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 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19:07","market":"us","language":"zh","title":"花旗将英特尔目标价下调至48美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2605710384","media":"格隆汇","summary":"格隆汇1月23日｜花旗将英特尔目标价从50美元下调至48美元。","content":"<html><body><article><p>格隆汇1月23日｜花旗将<a href=\"https://laohu8.com/S/INTC\">英特尔</a>目标价从50美元下调至48美元。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>花旗将英特尔目标价下调至48美元</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260123190821a44e3577&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4207":"综合性银行","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","04335":"英特尔-T","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4543":"AI","BK4527":"明星科技股","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","BK4512":"苹果概念","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) 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INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260123190821a44e3577&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2605710384","content_text":"格隆汇1月23日｜花旗将英特尔目标价从50美元下调至48美元。","news_type":1,"symbols_score_info":{"INTC":1.95,"04335":1.95}},"isVote":1,"tweetType":1,"viewCount":344,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":522283558425968,"gmtCreate":1768546604926,"gmtModify":1768546607213,"author":{"id":"40182151190748","authorId":"40182151190748","name":"Heinz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"40182151190748","idStr":"40182151190748"},"themes":[],"htmlText":"正如2020-2024的USA和现在的USA[笑哭]","listText":"正如2020-2024的USA和现在的USA[笑哭]","text":"正如2020-2024的USA和现在的USA[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522283558425968","isVote":1,"tweetType":1,"viewCount":791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":522470223897280,"gmtCreate":1768546258990,"gmtModify":1768546262433,"author":{"id":"40182151190748","authorId":"40182151190748","name":"Heinz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"40182151190748","idStr":"40182151190748"},"themes":[],"title":"","htmlText":"花旗前两天不是看跌<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 呢？筹码吸够了？这种机构真是居心不良。","listText":"花旗前两天不是看跌<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 呢？筹码吸够了？这种机构真是居心不良。","text":"花旗前两天不是看跌$英特尔(INTC)$ 呢？筹码吸够了？这种机构真是居心不良。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522470223897280","repostId":"2603952670","repostType":2,"repost":{"id":"2603952670","kind":"news","pubTimestamp":1768543951,"share":"https://www.laohu8.com/m/news/2603952670?lang=zh_CN&edition=full","pubTime":"2026-01-16 14:12","market":"sh","language":"zh","title":"花旗：英特尔(INTC.US)迎来AI芯片代工“窗口期”，美光(MU.US)因DRAM涨价放缓移出观察名单","url":"https://stock-news.laohu8.com/highlight/detail?id=2603952670","media":"智通财经","summary":"智通财经APP获悉，投资公司花旗集团周四上调了英特尔的评级，并将美光科技从其美国重点观察名单中移除。英特尔英特尔的评级获上调，由原先的“卖出”调升至“中性”，目标价设定为50美元。花旗集团分析指出，英特尔将从台积电先进封装产能紧张的局势中获益。此外，该行分析师阿提夫·马利克称，英特尔“在政府支持下，拥有吸引代工晶圆客户的独特机会窗口”。","content":"<html><body><p>智通财经APP获悉，投资公司花旗集团周四上调了<a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTC.US)的评级，并将<a href=\"https://laohu8.com/S/MU\">美光科技</a>(MU.US)从其美国重点观察名单中移除。</p><p><span>英特尔</span></p><p>英特尔的评级获上调，由原先的“卖出”调升至“中性”，目标价设定为50美元。花旗集团分析指出，英特尔将从<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.US)先进封装产能紧张的局势中获益。此外，该行分析师阿提夫·马利克称，英特尔“在政府支持下，拥有吸引代工晶圆客户的独特机会窗口”。</p><p>马利克进一步补充道：“我们相信，随着英特尔18A - P/14A工艺良率提升，在后端环节，英特尔将率先收获人工智能专用集成电路(像TPU这类)所带来的溢出效应，而后这一利好会延伸至前端代工客户领域。”</p><p>尽管存在诸多积极因素，比如美国政府以投资者身份入局，且资本支出有望趋于“稳定”，但马利克指出，英特尔仍未完全走出困境。这位分析师推测，英特尔预计会将部分CPU市场份额拱手让给<a href=\"https://laohu8.com/S/AMD\">AMD</a>(AMD.US)和<a href=\"https://laohu8.com/S/ARM\">Arm</a>(ARM.US)，同时，个人电脑市场的疲软态势或许会引发内存价格上涨。</p><p><span>美光科技</span></p><p>美光科技被移出美国重点观察名单。原因是马利克指出，动态随机存取存储器(DRAM)的定价势头在第二季度相较于第一季度可能会出现“放缓”情况。</p><p>马利克解释道：“美光的股价通常与季度环比的价格走势保持同步。”他还进一步表示：“不过，鉴于晶圆厂产能受限以及人工智能领域需求强劲，我们预计内存的供需平衡状态将延续至2026/27年。”</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>花旗：英特尔(INTC.US)迎来AI芯片代工“窗口期”，美光(MU.US)因DRAM涨价放缓移出观察名单</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1393744.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0106831901.USD":"贝莱德世界金融基金A2","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4207":"综合性银行","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","MU":"美光科技","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","BK4527":"明星科技股","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","04335":"英特尔-T","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","BK4575":"芯片概念","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU1323610961.USD":"UBS (LUX) 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INCOME \"A\" (USD) INC","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD"},"source_url":"http://www.zhitongcaijing.com/content/detail/1393744.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2603952670","content_text":"智通财经APP获悉，投资公司花旗集团周四上调了英特尔(INTC.US)的评级，并将美光科技(MU.US)从其美国重点观察名单中移除。英特尔英特尔的评级获上调，由原先的“卖出”调升至“中性”，目标价设定为50美元。花旗集团分析指出，英特尔将从台积电(TSM.US)先进封装产能紧张的局势中获益。此外，该行分析师阿提夫·马利克称，英特尔“在政府支持下，拥有吸引代工晶圆客户的独特机会窗口”。马利克进一步补充道：“我们相信，随着英特尔18A - P/14A工艺良率提升，在后端环节，英特尔将率先收获人工智能专用集成电路(像TPU这类)所带来的溢出效应，而后这一利好会延伸至前端代工客户领域。”尽管存在诸多积极因素，比如美国政府以投资者身份入局，且资本支出有望趋于“稳定”，但马利克指出，英特尔仍未完全走出困境。这位分析师推测，英特尔预计会将部分CPU市场份额拱手让给AMD(AMD.US)和Arm(ARM.US)，同时，个人电脑市场的疲软态势或许会引发内存价格上涨。美光科技美光科技被移出美国重点观察名单。原因是马利克指出，动态随机存取存储器(DRAM)的定价势头在第二季度相较于第一季度可能会出现“放缓”情况。马利克解释道：“美光的股价通常与季度环比的价格走势保持同步。”他还进一步表示：“不过，鉴于晶圆厂产能受限以及人工智能领域需求强劲，我们预计内存的供需平衡状态将延续至2026/27年。”","news_type":1,"symbols_score_info":{"04335":1.95,"MU":1.92,"C":1.87,"INTC":1.95}},"isVote":1,"tweetType":1,"viewCount":980,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":522281309205760,"gmtCreate":1768546053810,"gmtModify":1768546057660,"author":{"id":"40182151190748","authorId":"40182151190748","name":"Heinz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"40182151190748","idStr":"40182151190748"},"themes":[],"title":"","htmlText":"自己当年拿补贴砸钱的事怎么不提，还要起诉从来自英特尔又返聘回英特尔的技术人员，没有谦卑，也不懂得尊重人。<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$&nbsp;</a> 的陨落要开始了，文化本底从没赢过。","listText":"自己当年拿补贴砸钱的事怎么不提，还要起诉从来自英特尔又返聘回英特尔的技术人员，没有谦卑，也不懂得尊重人。<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$&nbsp;</a> 的陨落要开始了，文化本底从没赢过。","text":"自己当年拿补贴砸钱的事怎么不提，还要起诉从来自英特尔又返聘回英特尔的技术人员，没有谦卑，也不懂得尊重人。$台积电(TSM)$ 的陨落要开始了，文化本底从没赢过。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522281309205760","repostId":"2603600002","repostType":2,"repost":{"id":"2603600002","kind":"news","pubTimestamp":1768482114,"share":"https://www.laohu8.com/m/news/2603600002?lang=zh_CN&edition=full","pubTime":"2026-01-15 21:01","market":"us","language":"zh","title":"Intel首发量产2nm级工艺 台积电称不怕竞争：不是砸钱就行的","url":"https://stock-news.laohu8.com/highlight/detail?id=2603600002","media":"快科技","summary":"快科技1月15日消息，虽然台积电在去年12月底宣布2nm工艺已经量产，但Intel在去年10月份就宣布量产18A工艺，这也是2nm级别的工艺，量产时间上算是领先了台积电一次。Intel接下来靠着18A工艺确实有机会抢占先进工艺市场，甚至有可能获得苹果等大厂的订单，分走台积电的代工份额。对于这个问题，台积电CEO魏哲家也在今天的说法会上回应了与Intel的竞争，他的态度是台积电不担心Intel会在晶圆代工市场上影响台积电的占有率，无惧Intel的竞争。","content":"<html><body><article><p>快科技1月15日消息，虽然<a href=\"https://laohu8.com/S/TSM\">台积电</a>在去年12月底宣布2nm工艺已经量产，但Intel在去年10月份就宣布量产18A工艺，这也是2nm级别的工艺，量产时间上算是领先了台积电一次。</p><p>Intel接下来靠着18A工艺确实有机会抢占先进工艺市场，甚至有可能获得<a href=\"https://laohu8.com/S/AAPL\">苹果</a>等大厂的订单，分走台积电的代工份额。</p><p>对于这个问题，台积电CEO魏哲家也在今天的说法会上回应了与Intel的竞争，<strong>他的态度是台积电不担心Intel会在晶圆代工市场上影响台积电的占有率</strong>，无惧Intel的竞争。</p><p>他表示，先进工艺与系统整合越来越难，竞争不是靠砸钱就能追上的，一项先进技术通常要2-3年的准备期，完成后才能把设计落实到产品上，而产品通过认证或者核准之后，<strong>还要进入量产、良率<span>拉升</span>及产能爬坡等阶段，还要1-2年时间才行。</strong></p><p>魏哲家表示，台积电一直不缺对手，而且还都是强劲的对手，公司正视对方投入与进展，但不会因此动摇，台积电将持续以技术领先、制造能力与客户信任为核心，推动业务往既定方向发展，并在竞争环境中延续长期优势。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260115211144966d201c72tx2xgy1t\"/></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel首发量产2nm级工艺 台积电称不怕竞争：不是砸钱就行的</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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}\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\">\nIntel首发量产2nm级工艺 台积电称不怕竞争：不是砸钱就行的\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-15 21:01 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260115211147a4c7d469&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技1月15日消息，虽然台积电在去年12月底宣布2nm工艺已经量产，但Intel在去年10月份就宣布量产18A工艺，这也是2nm级别的工艺，量产时间上算是领先了台积电一次。Intel接下来靠着18A工艺确实有机会抢占先进工艺市场，甚至有可能获得苹果等大厂的订单，分走台积电的代工份额。对于这个问题，台积电CEO魏哲家也在今天的说法会上回应了与Intel的竞争，他的态度是台积电不担心Intel会在...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260115211147a4c7d469&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0082616367.USD":"摩根大通美国科技A（dist）","LU2360108059.USD":"BGF CIRCULAR ECONOMY \"A4\" (USD) INC","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU1803068979.SGD":"FTIF - 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INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260115211147a4c7d469&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2603600002","content_text":"快科技1月15日消息，虽然台积电在去年12月底宣布2nm工艺已经量产，但Intel在去年10月份就宣布量产18A工艺，这也是2nm级别的工艺，量产时间上算是领先了台积电一次。Intel接下来靠着18A工艺确实有机会抢占先进工艺市场，甚至有可能获得苹果等大厂的订单，分走台积电的代工份额。对于这个问题，台积电CEO魏哲家也在今天的说法会上回应了与Intel的竞争，他的态度是台积电不担心Intel会在晶圆代工市场上影响台积电的占有率，无惧Intel的竞争。他表示，先进工艺与系统整合越来越难，竞争不是靠砸钱就能追上的，一项先进技术通常要2-3年的准备期，完成后才能把设计落实到产品上，而产品通过认证或者核准之后，还要进入量产、良率拉升及产能爬坡等阶段，还要1-2年时间才行。魏哲家表示，台积电一直不缺对手，而且还都是强劲的对手，公司正视对方投入与进展，但不会因此动摇，台积电将持续以技术领先、制造能力与客户信任为核心，推动业务往既定方向发展，并在竞争环境中延续长期优势。","news_type":1,"symbols_score_info":{"INTC":1.93,"03145":0.6,"04335":1.93,"TSM":1.96}},"isVote":1,"tweetType":1,"viewCount":725,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521294095663128,"gmtCreate":1768298007669,"gmtModify":1768298011234,"author":{"id":"40182151190748","authorId":"40182151190748","name":"Heinz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"40182151190748","idStr":"40182151190748"},"themes":[],"title":"","htmlText":"一点都不给Intel Foundary计价啊[笑哭]&nbsp; 全球第一个量产1.8nm视而不见。作为机构就这水平，很难说不是有别的意图。<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>&nbsp;","listText":"一点都不给Intel Foundary计价啊[笑哭]&nbsp; 全球第一个量产1.8nm视而不见。作为机构就这水平，很难说不是有别的意图。<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>&nbsp;","text":"一点都不给Intel Foundary计价啊[笑哭] 全球第一个量产1.8nm视而不见。作为机构就这水平，很难说不是有别的意图。$英特尔(INTC)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/521294095663128","repostId":"2603098165","repostType":2,"repost":{"id":"2603098165","kind":"news","pubTimestamp":1768290824,"share":"https://www.laohu8.com/m/news/2603098165?lang=zh_CN&edition=full","pubTime":"2026-01-13 15:53","market":"us","language":"zh","title":"花旗：卖出英特尔与AMD！","url":"https://stock-news.laohu8.com/highlight/detail?id=2603098165","media":"行知交易员","summary":"花旗维持对AMD的“中性”评级，对英特尔维持“卖出”评级。02 |公司影响：对AMD与英特尔构成短暂喘息第四季度出货数据优于预期，为AMD和英特尔即将发布的季度财报带来了温和的短期积极影响。花旗指出，AMD约30%的营收来自PC端市场，而英特尔则有约90%的营收依赖于PC与服务器市场。花旗给出的AMD目标价为260美元，基于约32倍2027年预期市盈率；英特尔目标价为29美元，约为其2026年预估账面价值的1倍，反映出对其较低盈利能力的担忧。","content":"<html><body><article><p>花旗研究发布最新半导体行业报告指出，2025年12月笔记本<span>出货</span>环比增长14%，推动第四季度整体出货仅环比下降5%，优于此前下滑11%的预期，主要受内存价格上涨推动的战略性库存回补影响。</p><p>这对<a href=\"https://laohu8.com/S/AMD\">AMD</a>（营收占比15%）与<a href=\"https://laohu8.com/S/INTC\">英特尔</a>（营收占比36%）等依赖笔记本业务的公司构成短期温和利好。</p><p>然而，分析师预计2026年第一季度笔记本出货将环比下降15%，显著弱于正常的季节性下滑9%，主要受内存供应限制影响。</p><p>花旗维持对AMD的“中性”评级，对英特尔维持“卖出”评级。</p><p><strong>01 |</strong>数据解读：Q4优于预期，但Q1前景疲软</p><p>2025年12月，全球笔记本（主要通过中国台湾ODM数据观测）出货量环比增长14%，超出花旗预期。</p><p>这使得2025年第四季度整体笔记本出货量环比下降5%，优于花旗此前下滑11%的预测，也高于历史同期平均7%的降幅。</p><p>然而，展望2026年第一季度，花旗笔记本分析师Carrie Liu预计，由于内存供应限制，出货量将环比下降15%，显著低于正常季节性环比下降9%的规律。</p><p>这预示着个人电脑市场在年初将面临短期压力。</p><p><strong>02 |</strong>公司影响：对AMD与英特尔构成短暂喘息</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260113160329700v206nu2w6elrsh7\"/><p>第四季度出货数据优于预期，为AMD和英特尔即将发布的季度财报带来了温和的短期积极影响。</p><p>花旗指出，AMD约30%的营收来自PC端市场，而英特尔则有约90%的营收依赖于PC与服务器市场。</p><p>尽管有短期利好，但花旗对两家公司的长期看法并未改变，维持了对AMD的“中性”评级，以及对英特尔的“卖出”评级。</p><p>花旗给出的AMD目标价为260美元，基于约32倍2027年预期市盈率；英特尔目标价为29美元，约为其2026年预估账面价值的1倍，反映出对其较低盈利能力的担忧。</p><p><strong>03 |</strong>风险透视：关键风险点解析</p><p>报告详细列举了AMD与英特尔面临的主要风险：</p><p>“对于AMD”</p><p>1. 竞争风险：在微处理器市场直接与英特尔竞争，在GPU和AI加速器市场则直面<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>，市场份额的任何波动都可能影响业绩。</p><p>2. 终端市场风险：约30%营收来自PC产业，高度依赖企业IT支出。</p><p>3. 客户集中风险：约15%营收来自<a href=\"https://laohu8.com/S/SONY\">索尼</a>和<a href=\"https://laohu8.com/S/MSFT\">微软</a>，来自这两家大客户的订单波动将直接影响业绩预期。</p><p>4. 估值风险：当前估值略高于历史区间，市场共识收入预测的修正可能导致股价高波动。</p><p>“对于英特尔”</p><p>1. 终端市场风险：约90%营收来自PC与服务器，对IT支出周期极为敏感。</p><p>2. 竞争风险：在核心CPU市场持续面临AMD的激烈竞争。</p><p>3. 客户集中风险：前几大PC OEM客户合计贡献约45%营收，大客户订单下滑将带来显著负面影响。</p><p>4. 宏观经济风险：业务遍布全球， prolonged 的宏观经济下行或上行会影响其业绩与评级。</p><p><strong>04 |</strong>总结</p><p>【核心观点】</p><p>Q4笔记本供应链数据因内存价格预期引发的战略性备货而短暂走强，为依赖该市场的半导体公司（尤其是INTC）提供了季度业绩的缓冲垫。</p><p>但这并非需求侧的真实改善信号。</p><p>【关键推断】</p><p>Q1指引的大幅下滑（-15% QoQ vs. 季节性-9%）验证了终端需求的疲软和渠道库存回补的不可持续性。</p><p>内存供应限制是表象，核心仍是终端消费与企业IT支出的放缓。</p><p>【操作启示】</p><p>该数据不足以扭转对PC半导体板块的结构性看跌观点。</p><p>AMD因在AI/数据中心领域的增长叙事而获得估值支撑，维持中性；</p><p>INTC因其对PC/服务器市场的极高敞口、竞争劣势及盈利能见度低，下行风险更甚，维持看跌。</p><p>交易应回避对传统PC周期敏感的标的，关注库存去化进度与AI相关资本开支的持续性。</p><p>...</p><p>完整内容在星球了...</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260113160337249v206ebgac0toc6j\"/><p>...</p><p>深度星球订阅链接：https://t.zsxq.com/NR0qH</p><p>本文所涉及一切内容仅供分享参考，接收人不因阅读本文而被视为我方客户，也不构成向任何人发出出售或购买证券或其他投资标的的邀请，更不构成交易依据。市场有风险，投资需谨慎，本文所有信息及观点均不构成任何投资建议；过往业绩不代表未来表现，投资者应依据自身风险承受能力进行审慎评估、独立决策并自行承担全部责任。任何情况下，我方均不对因使用本文内容而产生的任何损失承担责任。相关数据可能存在滞后或误差，我方不对信息的完整性及准确性承担法律责任。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n花旗：卖出英特尔与AMD！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-13 15:53 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260113160413a714d59a&s=b><strong>行知交易员</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>花旗研究发布最新半导体行业报告指出，2025年12月笔记本出货环比增长14%，推动第四季度整体出货仅环比下降5%，优于此前下滑11%的预期，主要受内存价格上涨推动的战略性库存回补影响。这对AMD（营收占比15%）与英特尔（营收占比36%）等依赖笔记本业务的公司构成短期温和利好。然而，分析师预计2026年第一季度笔记本出货将环比下降15%，显著弱于正常的季节性下滑9%，主要受内存供应限制影响。花旗...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260113160413a714d59a&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","BK4585":"ETF&股票定投概念","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) 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SGD-H1","BK4554":"元宇宙及AR概念"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260113160413a714d59a&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2603098165","content_text":"花旗研究发布最新半导体行业报告指出，2025年12月笔记本出货环比增长14%，推动第四季度整体出货仅环比下降5%，优于此前下滑11%的预期，主要受内存价格上涨推动的战略性库存回补影响。这对AMD（营收占比15%）与英特尔（营收占比36%）等依赖笔记本业务的公司构成短期温和利好。然而，分析师预计2026年第一季度笔记本出货将环比下降15%，显著弱于正常的季节性下滑9%，主要受内存供应限制影响。花旗维持对AMD的“中性”评级，对英特尔维持“卖出”评级。01 |数据解读：Q4优于预期，但Q1前景疲软2025年12月，全球笔记本（主要通过中国台湾ODM数据观测）出货量环比增长14%，超出花旗预期。这使得2025年第四季度整体笔记本出货量环比下降5%，优于花旗此前下滑11%的预测，也高于历史同期平均7%的降幅。然而，展望2026年第一季度，花旗笔记本分析师Carrie Liu预计，由于内存供应限制，出货量将环比下降15%，显著低于正常季节性环比下降9%的规律。这预示着个人电脑市场在年初将面临短期压力。02 |公司影响：对AMD与英特尔构成短暂喘息第四季度出货数据优于预期，为AMD和英特尔即将发布的季度财报带来了温和的短期积极影响。花旗指出，AMD约30%的营收来自PC端市场，而英特尔则有约90%的营收依赖于PC与服务器市场。尽管有短期利好，但花旗对两家公司的长期看法并未改变，维持了对AMD的“中性”评级，以及对英特尔的“卖出”评级。花旗给出的AMD目标价为260美元，基于约32倍2027年预期市盈率；英特尔目标价为29美元，约为其2026年预估账面价值的1倍，反映出对其较低盈利能力的担忧。03 |风险透视：关键风险点解析报告详细列举了AMD与英特尔面临的主要风险：“对于AMD”1. 竞争风险：在微处理器市场直接与英特尔竞争，在GPU和AI加速器市场则直面英伟达，市场份额的任何波动都可能影响业绩。2. 终端市场风险：约30%营收来自PC产业，高度依赖企业IT支出。3. 客户集中风险：约15%营收来自索尼和微软，来自这两家大客户的订单波动将直接影响业绩预期。4. 估值风险：当前估值略高于历史区间，市场共识收入预测的修正可能导致股价高波动。“对于英特尔”1. 终端市场风险：约90%营收来自PC与服务器，对IT支出周期极为敏感。2. 竞争风险：在核心CPU市场持续面临AMD的激烈竞争。3. 客户集中风险：前几大PC OEM客户合计贡献约45%营收，大客户订单下滑将带来显著负面影响。4. 宏观经济风险：业务遍布全球， prolonged 的宏观经济下行或上行会影响其业绩与评级。04 |总结【核心观点】Q4笔记本供应链数据因内存价格预期引发的战略性备货而短暂走强，为依赖该市场的半导体公司（尤其是INTC）提供了季度业绩的缓冲垫。但这并非需求侧的真实改善信号。【关键推断】Q1指引的大幅下滑（-15% QoQ vs. 季节性-9%）验证了终端需求的疲软和渠道库存回补的不可持续性。内存供应限制是表象，核心仍是终端消费与企业IT支出的放缓。【操作启示】该数据不足以扭转对PC半导体板块的结构性看跌观点。AMD因在AI/数据中心领域的增长叙事而获得估值支撑，维持中性；INTC因其对PC/服务器市场的极高敞口、竞争劣势及盈利能见度低，下行风险更甚，维持看跌。交易应回避对传统PC周期敏感的标的，关注库存去化进度与AI相关资本开支的持续性。...完整内容在星球了......深度星球订阅链接：https://t.zsxq.com/NR0qH本文所涉及一切内容仅供分享参考，接收人不因阅读本文而被视为我方客户，也不构成向任何人发出出售或购买证券或其他投资标的的邀请，更不构成交易依据。市场有风险，投资需谨慎，本文所有信息及观点均不构成任何投资建议；过往业绩不代表未来表现，投资者应依据自身风险承受能力进行审慎评估、独立决策并自行承担全部责任。任何情况下，我方均不对因使用本文内容而产生的任何损失承担责任。相关数据可能存在滞后或误差，我方不对信息的完整性及准确性承担法律责任。","news_type":1,"symbols_score_info":{"AMD":1.93,"INTC":1.95,"04335":1.95}},"isVote":1,"tweetType":1,"viewCount":2236,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"40182151190748","authorId":"40182151190748","name":"Heinz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"40182151190748","idStr":"40182151190748"},"content":"foundry[贱笑]","text":"foundry[贱笑]","html":"foundry[贱笑]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518353610589048,"gmtCreate":1767580384990,"gmtModify":1767580387087,"author":{"id":"40182151190748","authorId":"40182151190748","name":"Heinz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"40182151190748","idStr":"40182151190748"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 1h22m极速往返有功[龇牙]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 1h22m极速往返有功[龇牙]&nbsp;&nbsp;","text":"$Palantir Technologies Inc.(PLTR)$ 1h22m极速往返有功[龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518353610589048","isVote":1,"tweetType":1,"viewCount":953,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":514245917992112,"gmtCreate":1766578751110,"gmtModify":1766581656366,"author":{"id":"40182151190748","authorId":"40182151190748","name":"Heinz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"40182151190748","idStr":"40182151190748"},"themes":[],"title":"","htmlText":"路透社啊 ⬅️⬅️⬅️ FAKE NEWS[笑哭]&nbsp;&nbsp;","listText":"路透社啊 ⬅️⬅️⬅️ FAKE NEWS[笑哭]&nbsp;&nbsp;","text":"路透社啊 ⬅️⬅️⬅️ FAKE NEWS[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514245917992112","repostId":"1198246370","repostType":2,"repost":{"id":"1198246370","kind":"news","pubTimestamp":1766576228,"share":"https://www.laohu8.com/m/news/1198246370?lang=zh_CN&edition=full","pubTime":"2025-12-24 19:37","market":"us","language":"zh","title":"传英伟达暂停18A工艺测试，英特尔芯片代工梦遭“当头一棒”","url":"https://stock-news.laohu8.com/highlight/detail?id=1198246370","media":"智通财经","summary":"暂停对英特尔18A制造工艺的测试。","content":"<html><head></head><body><p>英特尔股价在周三盘前交易中走低，一度跌超5%。此前据两位知情人士向媒体透露，英伟达在实际评估了使用英特尔18A先进制程技术如何制造其中一款AI芯片之后，并未继续向前推进，而是选择暂停对英特尔18A制程工艺的测试。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c0badf6e3b05f32103f18d426b7e021\" title=\"\" tg-width=\"1170\" tg-height=\"440\"/></p><p style=\"text-align: justify;\">全球两大AI芯片设计领军者(在芯片行业被称作fabless)——即专注于AI GPU算力体系的英伟达以及专注于AI ASIC算力技术路线的博通(AVGO.US)早在三月初就有媒体曾曝出，这两大芯片设计领军者与英特尔进行了高端芯片制造测试。</p><p style=\"text-align: justify;\">然而，自那以后，英特尔的18A芯片技术持续面临挑战，因为初期的那些客户测试结果不乐观导致了客户们对于英特尔技术层面的不满，并且有可能继续将芯片代工/制造产能全线投入于英特尔在芯片制造领域的最强竞争对手台积电(TSM.US)。</p><p style=\"text-align: justify;\"><strong>英特尔当前迫切需要大客户来撑起芯片代工业务</strong></p><p style=\"text-align: justify;\">对于英特尔而言，掌握领先全球且极度适合量产的先进制程芯片制造技术可谓至关重要。这家美国老牌芯片巨头甚至不惜购置更加昂贵的High-NA EUV光刻机——这也是阿斯麦所交付的全球第一台High-NA，英特尔力争打造出领先于台积电以及三星电子的2nm及以下最先进芯片制造技术。</p><p style=\"text-align: justify;\">英特尔现在仅仅只是销售自家PC/服务器CPU已经难以实现业绩持续性质的增长，虽然英特尔已经凭借强劲服务器CPU需求走出业绩萎靡的“至暗时刻”，但是股东们想要看到的是英特尔重拾强劲增长曲线，成为比肩台积电的芯片代工巨头，因此英特尔战略已经转向聚焦于做Intel Foundry(系统性芯片代工)——即给别人代工高端先进制程芯片，直接对标台积电。</p><p style=\"text-align: justify;\">其中18A与更加先进的16A技术可以说是英特尔能否翻身的关键节点，如果18A在性能/能效上真能对标甚至超越台积电与三星，英特尔才有机会在当前全球需求最为火爆的AI加速器(AI GPU/ASIC等AI核心算力基础设施)为英伟达、AMD以及博通、高通等超级大客户进行先进制程芯片代工。</p><p style=\"text-align: justify;\">英特尔推出的 18A(等效于1.8 nm 级别制程) 是其先进制程路线图的重要里程碑，旨在通过采用RibbonFET晶体管结构和PowerVia 背部供电技术，大幅提升新一代芯片性能与能效，与台积电等竞争对手的先进制造技术竞争。18A制程不仅用于英特尔自家CPU系列产品，也被视为其对外代工(即foundry)业务吸引客户的关键技术节点。</p><p style=\"text-align: justify;\"><strong>对于英伟达而言，暂停测试可能是风险规避与供应链策略选择，不等同于完全否定英特尔</strong></p><p style=\"text-align: justify;\">此前在9月，英伟达与英特尔堪称“世纪联手”，英伟达CEO黄仁勋宣布将斥资50亿美元入股长期以来的竞争对手英特尔，并将与其共同开发面向PC与AI数据中心的高性能芯片，此消息出炉之后股价长期萎靡的英特尔一改往日颓势，自9月以来英特尔的股价已经大幅上涨超50%。英伟达投资英特尔的举措，无疑让市场更加憧憬英特尔有望在不久后斩获来自英伟达的海量AI芯片订单。</p><p style=\"text-align: justify;\">英伟达作为全球最大规模AI GPU算力集群设计商，其设计的每一代AI芯片产品对芯片制造工艺的性能、功耗和良率都有极高要求。暂停推进意味着英伟达选择回避当前制程风险，继续依赖其现有的成熟合作伙伴且数十年来长期合作的芯片制造商(例如台积电先进制程)来保障产品交付计划。这反映出英伟达在芯片供应链安排上仍然以稳定性与高性能优先。</p><p style=\"text-align: justify;\">“暂停先进制程推进”通常强调的是当前芯片雏形测试未达预期或未进入下一阶段商业合作谈判，并不等于长期放弃。英伟达在过去也曾参与18A早期测试，并可能根据未来良率来帮助英特尔改善制造细节。</p></body></html>","source":"highlight_zhitongcaijin","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>传英伟达暂停18A工艺测试，英特尔芯片代工梦遭“当头一棒”</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传英伟达暂停18A工艺测试，英特尔芯片代工梦遭“当头一棒”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-24 19:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1385671.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英特尔股价在周三盘前交易中走低，一度跌超5%。此前据两位知情人士向媒体透露，英伟达在实际评估了使用英特尔18A先进制程技术如何制造其中一款AI芯片之后，并未继续向前推进，而是选择暂停对英特尔18A制程工艺的测试。全球两大AI芯片设计领军者(在芯片行业被称作fabless)——即专注于AI GPU算力体系的英伟达以及专注于AI ASIC算力技术路线的博通(AVGO.US)早在三月初就有媒体曾曝出，这...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1385671.html\">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":{"INTC":"英特尔"},"source_url":"https://www.zhitongcaijing.com/content/detail/1385671.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1198246370","content_text":"英特尔股价在周三盘前交易中走低，一度跌超5%。此前据两位知情人士向媒体透露，英伟达在实际评估了使用英特尔18A先进制程技术如何制造其中一款AI芯片之后，并未继续向前推进，而是选择暂停对英特尔18A制程工艺的测试。全球两大AI芯片设计领军者(在芯片行业被称作fabless)——即专注于AI GPU算力体系的英伟达以及专注于AI ASIC算力技术路线的博通(AVGO.US)早在三月初就有媒体曾曝出，这两大芯片设计领军者与英特尔进行了高端芯片制造测试。然而，自那以后，英特尔的18A芯片技术持续面临挑战，因为初期的那些客户测试结果不乐观导致了客户们对于英特尔技术层面的不满，并且有可能继续将芯片代工/制造产能全线投入于英特尔在芯片制造领域的最强竞争对手台积电(TSM.US)。英特尔当前迫切需要大客户来撑起芯片代工业务对于英特尔而言，掌握领先全球且极度适合量产的先进制程芯片制造技术可谓至关重要。这家美国老牌芯片巨头甚至不惜购置更加昂贵的High-NA EUV光刻机——这也是阿斯麦所交付的全球第一台High-NA，英特尔力争打造出领先于台积电以及三星电子的2nm及以下最先进芯片制造技术。英特尔现在仅仅只是销售自家PC/服务器CPU已经难以实现业绩持续性质的增长，虽然英特尔已经凭借强劲服务器CPU需求走出业绩萎靡的“至暗时刻”，但是股东们想要看到的是英特尔重拾强劲增长曲线，成为比肩台积电的芯片代工巨头，因此英特尔战略已经转向聚焦于做Intel Foundry(系统性芯片代工)——即给别人代工高端先进制程芯片，直接对标台积电。其中18A与更加先进的16A技术可以说是英特尔能否翻身的关键节点，如果18A在性能/能效上真能对标甚至超越台积电与三星，英特尔才有机会在当前全球需求最为火爆的AI加速器(AI GPU/ASIC等AI核心算力基础设施)为英伟达、AMD以及博通、高通等超级大客户进行先进制程芯片代工。英特尔推出的 18A(等效于1.8 nm 级别制程) 是其先进制程路线图的重要里程碑，旨在通过采用RibbonFET晶体管结构和PowerVia 背部供电技术，大幅提升新一代芯片性能与能效，与台积电等竞争对手的先进制造技术竞争。18A制程不仅用于英特尔自家CPU系列产品，也被视为其对外代工(即foundry)业务吸引客户的关键技术节点。对于英伟达而言，暂停测试可能是风险规避与供应链策略选择，不等同于完全否定英特尔此前在9月，英伟达与英特尔堪称“世纪联手”，英伟达CEO黄仁勋宣布将斥资50亿美元入股长期以来的竞争对手英特尔，并将与其共同开发面向PC与AI数据中心的高性能芯片，此消息出炉之后股价长期萎靡的英特尔一改往日颓势，自9月以来英特尔的股价已经大幅上涨超50%。英伟达投资英特尔的举措，无疑让市场更加憧憬英特尔有望在不久后斩获来自英伟达的海量AI芯片订单。英伟达作为全球最大规模AI GPU算力集群设计商，其设计的每一代AI芯片产品对芯片制造工艺的性能、功耗和良率都有极高要求。暂停推进意味着英伟达选择回避当前制程风险，继续依赖其现有的成熟合作伙伴且数十年来长期合作的芯片制造商(例如台积电先进制程)来保障产品交付计划。这反映出英伟达在芯片供应链安排上仍然以稳定性与高性能优先。“暂停先进制程推进”通常强调的是当前芯片雏形测试未达预期或未进入下一阶段商业合作谈判，并不等于长期放弃。英伟达在过去也曾参与18A早期测试，并可能根据未来良率来帮助英特尔改善制造细节。","news_type":1,"symbols_score_info":{"INTC":2}},"isVote":1,"tweetType":1,"viewCount":745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":514306408584008,"gmtCreate":1766539636415,"gmtModify":1766539639141,"author":{"id":"40182151190748","authorId":"40182151190748","name":"Heinz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"40182151190748","idStr":"40182151190748"},"themes":[],"htmlText":"Windows非常不尊重用户，基建云服务更看好甲骨文，AI应用看好谷歌。","listText":"Windows非常不尊重用户，基建云服务更看好甲骨文，AI应用看好谷歌。","text":"Windows非常不尊重用户，基建云服务更看好甲骨文，AI应用看好谷歌。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/514306408584008","isVote":1,"tweetType":1,"viewCount":772,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000552","authorId":"9000000000000552","name":"IsidoreJeames","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000552","idStr":"9000000000000552"},"content":"甲骨文和谷歌的云服务确实稳，微软得加把劲了","text":"甲骨文和谷歌的云服务确实稳，微软得加把劲了","html":"甲骨文和谷歌的云服务确实稳，微软得加把劲了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":483848264528760,"gmtCreate":1759155968449,"gmtModify":1759156297370,"author":{"id":"40182151190748","authorId":"40182151190748","name":"Heinz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"40182151190748","idStr":"40182151190748"},"themes":[],"htmlText":"快去请川皇 EU NEED SOME EDUCATION[贱笑]&nbsp;&nbsp;","listText":"快去请川皇 EU NEED SOME EDUCATION[贱笑]&nbsp;&nbsp;","text":"快去请川皇 EU NEED SOME EDUCATION[贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/483848264528760","repostId":"2571533862","repostType":2,"repost":{"id":"2571533862","kind":"news","pubTimestamp":1759134318,"share":"https://www.laohu8.com/m/news/2571533862?lang=zh_CN&edition=full","pubTime":"2025-09-29 16:25","market":"us","language":"zh","title":"苹果和欧盟杠上了","url":"https://stock-news.laohu8.com/highlight/detail?id=2571533862","media":"MCA手机联盟","summary":"集微网·爱集微APP，各大主流应用商店均可下载近日，据科技网站9to5mac报道，对于苹果公司要求废除《数字市场法》一事，欧盟委员会表示，“绝对无意”放弃这项法律。此前，苹果向欧盟发出了强有力的挑战，要求废弃《数字市场法》，原因是该法律迫使公司推迟在欧盟推出了一些新功能，增加了公司的经营难度，损害了用户体验，需要使用一套更符合立法目标的替代方案取而代之。对于苹果此举，欧盟委员会“并不感到意外”。","content":"<html><body><article><p>集微网·爱集微APP，各大主流应用商店均可下载</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250929194654581v1638ogpvqxuk19\"/><p>近日，据科技网站9to5mac报道，对于<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司要求废除《数字市场法》(DMA)一事，欧盟委员会表示，“绝对无意”放弃这项法律。</p><p>此前，苹果向欧盟发出了强有力的挑战，要求废弃《数字市场法》，原因是该法律迫使公司推迟在欧盟推出了一些新功能，增加了公司的经营难度，损害了用户体验，需要使用一套更符合立法目标的替代方案取而代之。</p><p>对于苹果此举，欧盟委员会“并不感到意外”。欧盟委员会发言人 托马斯·雷尼耶(Thomas Regnier)表示：“自《数字市场法》开始实施以来，苹果对其中的每一个细节都提出了异议。 这削弱了该公司宣称要与欧盟委员会充分合作的说法。”</p><p>在提到苹果“无视”欧盟委员会就《数字市场法》合规问题展开对话的努力时，雷尼耶这样说：“这种积极互动的结果是什么呢？两个月后，苹果回过头来要求我们把一切都推翻。 我们当然完全理解企业想要不惜一切代价捍卫利润，但这并不是《数字市场法》的宗旨。”</p><p>雷尼耶在向法国新闻频道France24发表的另一份声明中称，欧盟委员会“绝对无意放弃这项法律”。（<a href=\"https://laohu8.com/S/600716\">凤凰</a>科技）</p><p><strong>温馨提示：</strong></p><p>根据微信公众平台最新规则，建议多点击“<strong>点赞</strong>、<strong>在看、收藏</strong>”等，成为常读用户，第一时间获取最新行业动态，欢迎把“<strong>MCA手机联盟</strong>”公众号设为<strong>星标</strong>以便及时收到推送消息。同时欢迎多多<strong>留言</strong>交流，把这当成发表看法、探讨行业的平台。</p><p><strong>如您觉得我们内容不错，也欢迎多多</strong><strong>转发</strong><strong>，谢谢~</strong></p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>苹果和欧盟杠上了</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苹果和欧盟杠上了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-29 16:25 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250929194712a6a63306&s=b><strong>MCA手机联盟</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>集微网·爱集微APP，各大主流应用商店均可下载近日，据科技网站9to5mac报道，对于苹果公司要求废除《数字市场法》(DMA)一事，欧盟委员会表示，“绝对无意”放弃这项法律。此前，苹果向欧盟发出了强有力的挑战，要求废弃《数字市场法》，原因是该法律迫使公司推迟在欧盟推出了一些新功能，增加了公司的经营难度，损害了用户体验，需要使用一套更符合立法目标的替代方案取而代之。对于苹果此举，欧盟委员会“并不感到...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250929194712a6a63306&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999014880.SGD":"大华全球优质成长基金Acc SGD","BK4581":"高盛持仓","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","BK4527":"明星科技股","BK4501":"段永平概念","MACW.SI":"APPLE 3xLongSG261006","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","LU1046421795.USD":"富达环球科技A-ACC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) 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(USD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250929194712a6a63306&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2571533862","content_text":"集微网·爱集微APP，各大主流应用商店均可下载近日，据科技网站9to5mac报道，对于苹果公司要求废除《数字市场法》(DMA)一事，欧盟委员会表示，“绝对无意”放弃这项法律。此前，苹果向欧盟发出了强有力的挑战，要求废弃《数字市场法》，原因是该法律迫使公司推迟在欧盟推出了一些新功能，增加了公司的经营难度，损害了用户体验，需要使用一套更符合立法目标的替代方案取而代之。对于苹果此举，欧盟委员会“并不感到意外”。欧盟委员会发言人 托马斯·雷尼耶(Thomas Regnier)表示：“自《数字市场法》开始实施以来，苹果对其中的每一个细节都提出了异议。 这削弱了该公司宣称要与欧盟委员会充分合作的说法。”在提到苹果“无视”欧盟委员会就《数字市场法》合规问题展开对话的努力时，雷尼耶这样说：“这种积极互动的结果是什么呢？两个月后，苹果回过头来要求我们把一切都推翻。 我们当然完全理解企业想要不惜一切代价捍卫利润，但这并不是《数字市场法》的宗旨。”雷尼耶在向法国新闻频道France24发表的另一份声明中称，欧盟委员会“绝对无意放弃这项法律”。（凤凰科技）温馨提示：根据微信公众平台最新规则，建议多点击“点赞、在看、收藏”等，成为常读用户，第一时间获取最新行业动态，欢迎把“MCA手机联盟”公众号设为星标以便及时收到推送消息。同时欢迎多多留言交流，把这当成发表看法、探讨行业的平台。如您觉得我们内容不错，也欢迎多多转发，谢谢~","news_type":1,"symbols_score_info":{"AAPL":1.5,"MACW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":483911839178968,"gmtCreate":1759153271765,"gmtModify":1759153273495,"author":{"id":"40182151190748","authorId":"40182151190748","name":"Heinz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"40182151190748","idStr":"40182151190748"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 快上车，没时间解释了[梭哈]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 快上车，没时间解释了[梭哈]&nbsp;&nbsp;","text":"$英特尔(INTC)$ 快上车，没时间解释了[梭哈]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/483911839178968","isVote":1,"tweetType":1,"viewCount":982,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482340676587960,"gmtCreate":1758787835443,"gmtModify":1758787837931,"author":{"id":"40182151190748","authorId":"40182151190748","name":"Heinz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"40182151190748","idStr":"40182151190748"},"themes":[],"htmlText":"争取到Apple Silicon的代工业务，Intel的14A最先进工艺就可以大展宏图了。","listText":"争取到Apple Silicon的代工业务，Intel的14A最先进工艺就可以大展宏图了。","text":"争取到Apple Silicon的代工业务，Intel的14A最先进工艺就可以大展宏图了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482340676587960","repostId":"1160604345","repostType":2,"repost":{"id":"1160604345","kind":"news","pubTimestamp":1758750041,"share":"https://www.laohu8.com/m/news/1160604345?lang=zh_CN&edition=full","pubTime":"2025-09-25 05:40","market":"us","language":"zh","title":"英特尔寻求让苹果提供投资，作为提振业务的后备计划","url":"https://stock-news.laohu8.com/highlight/detail?id=1160604345","media":"华尔街见闻","summary":"英特尔股价因寻求与苹果进行初步合作谈判的消息而大涨，最终收涨6.41%，盘后时段股价延续涨势。英特尔寻求让苹果提供投资，作为提振业务的后备计划，双方讨论了如何更加紧密地合作。周三据媒体报道，芯片制造商英特尔已接洽苹果公司寻求投资，作为其复苏计划的一部分。消息传出后，英特尔股价盘中一度飙升8%至31.70美元，随后涨幅小幅回落收涨6.41%，但在盘后时段股价继续延续涨势。","content":"<html><head></head><body><blockquote><p>英特尔股价因寻求与苹果进行初步合作谈判的消息而大涨，最终收涨6.41%，盘后时段股价延续涨势。但报道称谈判尚处早期，前景未明。市场普遍认为，即便苹果投资，也不太可能在设备中重新使用英特尔芯片。</p></blockquote><p style=\"text-align: justify;\">英特尔寻求让苹果提供投资，作为提振业务的后备计划，双方讨论了如何更加紧密地合作。</p><p style=\"text-align: justify;\">周三据媒体报道，芯片制造商英特尔已接洽苹果公司寻求投资，作为其复苏计划的一部分。<strong>两家公司还讨论了加强合作的可能性，但谈判仍处于早期阶段，可能不会达成协议。</strong></p><p style=\"text-align: justify;\">苹果曾是英特尔的长期客户，但在过去五年中转向自研处理器，其最先进的芯片目前由合作伙伴台积电生产。因此，市场普遍认为，<strong>即便苹果投资英特尔，也不太可能在未来的设备中重新换回英特尔的处理器。</strong></p><p style=\"text-align: justify;\"><strong>除苹果外，媒体援引知情人士称英特尔也已接洽其他公司，探讨可能的投资与合作关系。</strong></p><p style=\"text-align: justify;\">这一潜在交易将延续英特尔近期的融资势头。英伟达上周宣布对英特尔投资50亿美元，计划在个人电脑和数据中心芯片领域展开合作。日本软银集团上月也宣布向英特尔投资20亿美元。</p><p style=\"text-align: justify;\">消息传出后，英特尔股价盘中一度飙升8%至31.70美元，随后涨幅小幅回落收涨6.41%，但在盘后时段股价继续延续涨势。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c8ff502134bd7ad19ded85c381275a48\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">今年8月，在特朗普政府的斡旋下，美国政府通过一笔非传统交易收购了英特尔约10%的股份。</p><p style=\"text-align: justify;\">在白宫优先推动本土制造业复兴的背景下，英特尔被视为重振美国国内芯片生产能力的关键一环。</p></body></html>","source":"wallstreetcn_api","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>英特尔寻求让苹果提供投资，作为提振业务的后备计划</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\">\n英特尔寻求让苹果提供投资，作为提振业务的后备计划\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-25 05:40 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3756213><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英特尔股价因寻求与苹果进行初步合作谈判的消息而大涨，最终收涨6.41%，盘后时段股价延续涨势。但报道称谈判尚处早期，前景未明。市场普遍认为，即便苹果投资，也不太可能在设备中重新使用英特尔芯片。英特尔寻求让苹果提供投资，作为提振业务的后备计划，双方讨论了如何更加紧密地合作。周三据媒体报道，芯片制造商英特尔已接洽苹果公司寻求投资，作为其复苏计划的一部分。两家公司还讨论了加强合作的可能性，但谈判仍处于...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3756213\">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":{"INTC":"英特尔","AAPL":"苹果"},"source_url":"https://wallstreetcn.com/articles/3756213","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160604345","content_text":"英特尔股价因寻求与苹果进行初步合作谈判的消息而大涨，最终收涨6.41%，盘后时段股价延续涨势。但报道称谈判尚处早期，前景未明。市场普遍认为，即便苹果投资，也不太可能在设备中重新使用英特尔芯片。英特尔寻求让苹果提供投资，作为提振业务的后备计划，双方讨论了如何更加紧密地合作。周三据媒体报道，芯片制造商英特尔已接洽苹果公司寻求投资，作为其复苏计划的一部分。两家公司还讨论了加强合作的可能性，但谈判仍处于早期阶段，可能不会达成协议。苹果曾是英特尔的长期客户，但在过去五年中转向自研处理器，其最先进的芯片目前由合作伙伴台积电生产。因此，市场普遍认为，即便苹果投资英特尔，也不太可能在未来的设备中重新换回英特尔的处理器。除苹果外，媒体援引知情人士称英特尔也已接洽其他公司，探讨可能的投资与合作关系。这一潜在交易将延续英特尔近期的融资势头。英伟达上周宣布对英特尔投资50亿美元，计划在个人电脑和数据中心芯片领域展开合作。日本软银集团上月也宣布向英特尔投资20亿美元。消息传出后，英特尔股价盘中一度飙升8%至31.70美元，随后涨幅小幅回落收涨6.41%，但在盘后时段股价继续延续涨势。今年8月，在特朗普政府的斡旋下，美国政府通过一笔非传统交易收购了英特尔约10%的股份。在白宫优先推动本土制造业复兴的背景下，英特尔被视为重振美国国内芯片生产能力的关键一环。","news_type":1,"symbols_score_info":{"INTC":1.1,"AAPL":1.1}},"isVote":1,"tweetType":1,"viewCount":2033,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482085736120768,"gmtCreate":1758725808216,"gmtModify":1758726392890,"author":{"id":"40182151190748","authorId":"40182151190748","name":"Heinz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"40182151190748","idStr":"40182151190748"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 又被欧盟🇪🇺抓住当提款机了吗？快去请川大爷护犊子。继续涨[看涨]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 又被欧盟🇪🇺抓住当提款机了吗？快去请川大爷护犊子。继续涨[看涨]&nbsp;&nbsp;","text":"$苹果(AAPL)$ 又被欧盟🇪🇺抓住当提款机了吗？快去请川大爷护犊子。继续涨[看涨]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482085736120768","isVote":1,"tweetType":1,"viewCount":1149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472541536362712,"gmtCreate":1756398545454,"gmtModify":1756401508196,"author":{"id":"40182151190748","authorId":"40182151190748","name":"Heinz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"40182151190748","idStr":"40182151190748"},"themes":[],"htmlText":"纽森把我恶心坏了","listText":"纽森把我恶心坏了","text":"纽森把我恶心坏了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472541536362712","repostId":"2562032391","repostType":2,"repost":{"id":"2562032391","kind":"news","pubTimestamp":1756382040,"share":"https://www.laohu8.com/m/news/2562032391?lang=zh_CN&edition=full","pubTime":"2025-08-28 19:54","market":"other","language":"zh","title":"加州州长抨击特朗普与英特尔的交易：把我恶心坏了","url":"https://stock-news.laohu8.com/highlight/detail?id=2562032391","media":"观察者网","summary":"　　美国总统特朗普通过威逼利诱，干预多家私企运营，并成功收购英特尔10%股权协议。　　当地时间8月28日，美国加州民主党籍州长纽森在美国政客新闻网主办的论坛上，直呼特朗普一系列举动“恶心透顶”。　　据报道，活动期间，纽森三次提及此事，抨击特朗普通过与美国科技公司谈判而从中获利。　　纽森此后又两次抨击特朗普政府，称此举是将英特尔等公司“社会化和国有化”。","content":"<html><body><div>\n<p cms-style=\"font-L\">　　【文/观察者网 齐倩】</p>\n<p cms-style=\"font-L\">　　美国总统特朗普通过威逼利诱，干预多家私企运营，并成功收购<a href=\"https://laohu8.com/S/INTC\">英特尔</a>10%股权协议。</p>\n<p cms-style=\"font-L\">　　当地时间8月28日，美国加州民主党籍州长纽森在美国政客新闻网（Politico）主办的论坛上，直呼特朗普一系列举动“恶心透顶”。</p>\n<p cms-style=\"font-L\">　　据报道，活动期间，纽森三次提及此事，抨击特朗普通过与美国科技公司谈判而从中获利。</p>\n<div><img src=\"http://n.sinaimg.cn/sinakd20250828s/227/w640h387/20250828/a7a5-4579b6c2963a0a84a5a02522b6966125.jpg\"/><span>27日，纽森参加“加州议程：萨克拉门托峰会” 视频截图（下同） </span></div>\n<p cms-style=\"font-L\">　　报道称，在参会期间，纽森表示，假若美国前总统拜登试图像特朗普那样，与英特尔等美企达成类似协议，美国社会将感到“愤怒”。</p>\n<p cms-style=\"font-L\">　　“这是荒谬的，这很鲁莽，”纽森称，“试想一下，如果拜登试图将英特尔国有化，人们会愤怒的。”他质疑特朗普：“你这是在开玩笑吗？”</p>\n<p cms-style=\"font-L\">　　纽森此后又两次抨击特朗普政府，称此举是将英特尔等公司“社会化和国有化”。</p>\n<p cms-style=\"font-L\">　　他直言：“这让我恶心透顶（It sickens me to the core）。”</p>\n<div><img src=\"http://n.sinaimg.cn/sinakd20250828s/219/w640h379/20250828/2056-46d4c096df8b73ba6248829066559629.jpg\"/><span></span></div>\n<p cms-style=\"font-L\">　　纽森称特朗普干预私企运营的举动“令人恶心”</p>\n<p cms-style=\"font-L\">　　近来，特朗普政府频繁干预美国私营企业，令华尔街和硅谷一众人士瞠目结舌。</p>\n<p cms-style=\"font-L\">　　几周前，特朗普要求美国芯片企业<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和超威半导体公司（<a href=\"https://laohu8.com/S/AMD\">AMD</a>）向美国政府“上贡”其在中国销售芯片收入的15%，换取出口许可证。美国全国广播公司（NBC）当时称，此后，特朗普不断打破政府与企业互动的长期惯例，背离了长期以来在美国两大政党中均占主流的自由市场精神。</p>\n<p cms-style=\"font-L\">　　当地时间8月22日，特朗普在白宫宣布已与英特尔达成协议，通过向英特尔普通股投资89亿美元，收购了该公司9.9%的股份，使美国政府成为其大股东。这89亿美元包括根据拜登政府《芯片与科学法案》授予英特尔但尚未支付的57亿美元补贴，以及另一笔32亿美元政府资助项目资金。</p>\n<p cms-style=\"font-L\">　　此前，特朗普曾以所谓“与中国的关系”为由，要求英特尔CEO陈立武立即辞职。两人会晤后，他又改口夸赞对方是个“成功人士”。特朗普22日特别提到：“他（陈立武）来的时候只想保住工作，最后却给美国带来了100亿美元的收益。所以我们‘笑纳’了100亿美元。”</p>\n<p cms-style=\"font-L\">　　在宣布入股英特尔公司3天后，当地时间25日，特朗普表示，他打算对其他大型企业采取类似的投资策略，以“尽可能多地获取利益”。</p>\n<p cms-style=\"font-L\">　　《<a href=\"https://laohu8.com/S/NYT\">纽约时报</a>》称，特朗普政府近期对私营企业的干预延续了他领导下的“交易模式”，即在企业需要政府帮助时，要求他们作出让步。</p>\n<p cms-style=\"font-L\">　　NBC注意到，特朗普甚至还在企业内部事务上向<a href=\"https://laohu8.com/S/KO\">可口可乐</a>、<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>等公司直接施压，要求他们调整产品配方和价格以符合政府利益。特朗普曾形容美国经济如“一家百货公司”，由政府定价。</p>\n<p cms-style=\"font-L\">　　特朗普在一次采访中说：“我与企业会面，定出我认为公平的价格，他们可以选择支付，也可以拒绝。”</p>\n<p cms-style=\"font-L\">　　另据美国消费者新闻与商业频道（CNBC）日前报道，美国商务部长卢特尼克披露，特朗普政府有兴趣收购军工企业的股权，正考虑是否要入股美国顶级国防承包商。</p>\n<p cms-style=\"font-L\">　　彭博社称，类似交易让美国商界和政界感到震惊。许多商界和政界人士在私下或公开场合表示，特朗普全新的经济治国理念与美国政府的传统政策有很大不同，“他们从未见过这样的事情”。</p>\n<p cms-style=\"font-L\">　　<font cms-style=\"font-L strong-Bold\">本文系观察者网独家稿件，未经授权，不得转载。</font></p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：何俊熹 </p>\n</div></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>加州州长抨击特朗普与英特尔的交易：把我恶心坏了</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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}\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加州州长抨击特朗普与英特尔的交易：把我恶心坏了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-28 19:54 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/roll/2025-08-28/doc-infnpyke3435805.shtml><strong>观察者网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【文/观察者网 齐倩】\n　　美国总统特朗普通过威逼利诱，干预多家私企运营，并成功收购英特尔10%股权协议。\n　　当地时间8月28日，美国加州民主党籍州长纽森在美国政客新闻网（Politico）主办的论坛上，直呼特朗普一系列举动“恶心透顶”。\n　　据报道，活动期间，纽森三次提及此事，抨击特朗普通过与美国科技公司谈判而从中获利。\n27日，纽森参加“加州议程：萨克拉门托峰会” 视频截图（下同） \n　　...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2025-08-28/doc-infnpyke3435805.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":{"LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","BK4543":"AI","BK4512":"苹果概念","BK4527":"明星科技股","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","BK4533":"AQR资本管理(全球第二大对冲基金)","INTC":"英特尔","BK4602":"量子计算概念","BK4529":"IDC概念","BK4575":"芯片概念","BK4535":"淡马锡持仓","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4515":"5G概念","BK4612":"AI芯片","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4550":"红杉资本持仓","BK4588":"碎股","BK4579":"人工智能","BK4605":"半导体精选","BK4554":"元宇宙及AR概念"},"source_url":"https://finance.sina.com.cn/roll/2025-08-28/doc-infnpyke3435805.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2562032391","content_text":"【文/观察者网 齐倩】\n　　美国总统特朗普通过威逼利诱，干预多家私企运营，并成功收购英特尔10%股权协议。\n　　当地时间8月28日，美国加州民主党籍州长纽森在美国政客新闻网（Politico）主办的论坛上，直呼特朗普一系列举动“恶心透顶”。\n　　据报道，活动期间，纽森三次提及此事，抨击特朗普通过与美国科技公司谈判而从中获利。\n27日，纽森参加“加州议程：萨克拉门托峰会” 视频截图（下同） \n　　报道称，在参会期间，纽森表示，假若美国前总统拜登试图像特朗普那样，与英特尔等美企达成类似协议，美国社会将感到“愤怒”。\n　　“这是荒谬的，这很鲁莽，”纽森称，“试想一下，如果拜登试图将英特尔国有化，人们会愤怒的。”他质疑特朗普：“你这是在开玩笑吗？”\n　　纽森此后又两次抨击特朗普政府，称此举是将英特尔等公司“社会化和国有化”。\n　　他直言：“这让我恶心透顶（It sickens me to the core）。”\n\n　　纽森称特朗普干预私企运营的举动“令人恶心”\n　　近来，特朗普政府频繁干预美国私营企业，令华尔街和硅谷一众人士瞠目结舌。\n　　几周前，特朗普要求美国芯片企业英伟达和超威半导体公司（AMD）向美国政府“上贡”其在中国销售芯片收入的15%，换取出口许可证。美国全国广播公司（NBC）当时称，此后，特朗普不断打破政府与企业互动的长期惯例，背离了长期以来在美国两大政党中均占主流的自由市场精神。\n　　当地时间8月22日，特朗普在白宫宣布已与英特尔达成协议，通过向英特尔普通股投资89亿美元，收购了该公司9.9%的股份，使美国政府成为其大股东。这89亿美元包括根据拜登政府《芯片与科学法案》授予英特尔但尚未支付的57亿美元补贴，以及另一笔32亿美元政府资助项目资金。\n　　此前，特朗普曾以所谓“与中国的关系”为由，要求英特尔CEO陈立武立即辞职。两人会晤后，他又改口夸赞对方是个“成功人士”。特朗普22日特别提到：“他（陈立武）来的时候只想保住工作，最后却给美国带来了100亿美元的收益。所以我们‘笑纳’了100亿美元。”\n　　在宣布入股英特尔公司3天后，当地时间25日，特朗普表示，他打算对其他大型企业采取类似的投资策略，以“尽可能多地获取利益”。\n　　《纽约时报》称，特朗普政府近期对私营企业的干预延续了他领导下的“交易模式”，即在企业需要政府帮助时，要求他们作出让步。\n　　NBC注意到，特朗普甚至还在企业内部事务上向可口可乐、沃尔玛、亚马逊等公司直接施压，要求他们调整产品配方和价格以符合政府利益。特朗普曾形容美国经济如“一家百货公司”，由政府定价。\n　　特朗普在一次采访中说：“我与企业会面，定出我认为公平的价格，他们可以选择支付，也可以拒绝。”\n　　另据美国消费者新闻与商业频道（CNBC）日前报道，美国商务部长卢特尼克披露，特朗普政府有兴趣收购军工企业的股权，正考虑是否要入股美国顶级国防承包商。\n　　彭博社称，类似交易让美国商界和政界感到震惊。许多商界和政界人士在私下或公开场合表示，特朗普全新的经济治国理念与美国政府的传统政策有很大不同，“他们从未见过这样的事情”。\n　　本文系观察者网独家稿件，未经授权，不得转载。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：何俊熹","news_type":1,"symbols_score_info":{"INTC":1}},"isVote":1,"tweetType":1,"viewCount":1420,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":445431311594320,"gmtCreate":1749769465457,"gmtModify":1749769466521,"author":{"id":"40182151190748","authorId":"40182151190748","name":"Heinz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"40182151190748","idStr":"40182151190748"},"themes":[],"htmlText":"安装steam os游戏帧率更高更省电[笑哭]&nbsp;&nbsp;","listText":"安装steam os游戏帧率更高更省电[笑哭]&nbsp;&nbsp;","text":"安装steam os游戏帧率更高更省电[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/445431311594320","repostId":"2542557430","repostType":2,"repost":{"id":"2542557430","kind":"news","pubTimestamp":1749692400,"share":"https://www.laohu8.com/m/news/2542557430?lang=zh_CN&edition=full","pubTime":"2025-06-12 09:40","market":"other","language":"zh","title":"微软热身下场，Switch 2 杀手要来了吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2542557430","media":"市场资讯","summary":"整个五月和六月，游戏行业声量最高的新闻之一毫无疑问就是任天堂的 Switch 2 了。作为广大任天堂粉丝期待八年的正统续作，Switch 2 一时间风头无两。但是在掌机市场内部，Xbox Ally X 就不单单是要冲击 SteamOS 和 Switch 了，而是想要成为一个真正“融合 PC 开放性与主机流畅体验的新物种”。ROG Xbox Ally 计划 2025 年底上市，如果你觉得 Switch 2 已经无法满足自己的需求，那确实是时候考虑一下 Xbox 了。","content":"<html><body><div>\n<blockquote><p>　　炒股就看<a href=\"https://laohu8.com/S/603586\">金麒麟</a>分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！</p></blockquote> <p cms-style=\"font-L\">整个五月和六月，游戏行业声量最高的新闻之一毫无疑问就是<a href=\"https://laohu8.com/S/NTDOY\">任天堂</a>的 Switch 2 了。作为广大任天堂粉丝期待八年的正统续作，Switch 2 一时间风头无两。</p><p cms-style=\"font-L\">但这条赛道的样子却不如八年前那样单纯了。2022 年发布的 Steam Deck 为“游戏掌机”这个沉寂了很多年的市场带来了难以想象的话题度，使人们重新关注起这个夹在手机与 PC 之间的领域——上至 Valve、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/SONY\">索尼</a>、任天堂这种游戏版权方，下至华硕、<a href=\"https://laohu8.com/S/00992\">联想</a>之类的电脑厂商，无一不想加入战局。</p><div><img src=\"http://n.sinaimg.cn/spider20250612/232/w660h372/20250612/f8ba-f5892eb948dd278d3c59184f93f6ba84.jpg\"/><span></span></div><p cms-style=\"font-L\">图｜Future</p><p cms-style=\"font-L\">而在这样的乱局中，诞生了一对让人意想不到的组合。刚刚过去的 6 月 9 日 Xbox Games Showcase 2025 上，微软与华硕宣布了一款合作产品—— ROG Xbox Ally (X) 游戏掌机，是为 Xbox 商标下面首款“掌机”形态的游戏产品。</p><p cms-style=\"font-L\">本次发布的联合新品共有两款，分别为白色机身的 ROG Xbox Ally，以及黑色机身的 ROG Xbox Ally X：</p><div><img src=\"http://n.sinaimg.cn/spider20250612/232/w660h372/20250612/79fa-1f6f3a7c945d0a97978bddb9fb6a2ae5.jpg\"/><span></span></div><p cms-style=\"font-L\">作为本次的拳头产品，ROG Xbox Ally X 使用了 AMD 的 Ryzen AI Z2 Extreme 处理器，这是一颗 8 核 16 线程的 ZEN 5 架构处理器，搭配 RDNA 3.5 的显卡，整体性能几乎来到了掌机赛道的天花板。</p><div><img src=\"http://n.sinaimg.cn/spider20250612/190/w660h330/20250612/8513-6513569a48706d0d3f94b4eefffdee11.jpg\"/><span></span></div><p cms-style=\"font-L\">图｜Linus Tech Tips</p><p cms-style=\"font-L\">相对次一级的 ROG Xbox Ally，使用的处理器是 Ryzen Z2 A，一颗 4 核 8 线程的 ZEN 2 处理器，显卡架构为 RDNA 2，理论性能应该与 Steam Deck 中那颗 Valve 定制的 6nm AMD APU 性能近似。</p><div><img src=\"http://n.sinaimg.cn/spider20250612/232/w660h372/20250612/fdcd-f51b0cdf29964b52b7ced82e6dd40df6.jpg\"/><span></span></div><p cms-style=\"font-L\">图｜Retro Game Corps</p><p cms-style=\"font-L\">正如 Steam Deck 的成功不完全是靠机器中的 APU 一样，本次 ROG Xbox Ally 中最吸引人的也不只有性能。相反，它们的系统才是最独特的地方——本次微软为两款掌机特别定制了一份 Windows 系统，开机会直接进入有着全新界面的 Xbox 游戏库：</p><div><img src=\"http://n.sinaimg.cn/spider20250612/232/w660h372/20250612/7835-8eba53dc80145d82b1da2133ef20e7d3.jpg\"/><span></span></div><p cms-style=\"font-L\">图｜Xbox</p><p cms-style=\"font-L\">更特别的是，这个定制版的 Windows 不仅是默认进入游戏库，还对 Windows 系统的其他组件做了非常细致的针对性优化，比如壁纸、菜单栏、系统检索之类与游戏无关的进程全都不会启动，保证将处理器的每一分力气都用在本职工作上。</p><p cms-style=\"font-L\">Xbox 软件工程负责人 Brianna Potvin 表示：去掉系统中与游戏无关的进程可以节省出至少 2GB 的内存空间，后续更新优化甚至可以压缩出更多。</p><p cms-style=\"font-L\">这是 Xbox 团队第一次得以深入系统底层对各项功能组件进行针对性优化。根据 Xbox 体验副总裁 Jason Beaumont 在发布时表示，本次 Xbox 的工程师“直接参与到了 Windows 代码库的改造工作”，几乎是从最底层开始重新搭建了 Xbox Ally 专属的 Windws 体验。</p><div><img src=\"http://n.sinaimg.cn/spider20250612/232/w660h372/20250612/af40-d9b39e0fe4bc475cc8455ddfc3ad042a.jpg\"/><span></span></div><p cms-style=\"font-L\">图｜Xbox</p><p cms-style=\"font-L\">在更具体的配置参数上，中阶的 ROG Xbox Ally 搭载了一块 60Wh 的电池，存储规格为 16+512GB，主打 720P 均衡游戏；更高阶的 ROG Xbox Ally X 上搭配的则是 80Wh 的电池与 24+1TB 的存储，目前市面上的主流 3A 大作几乎都可以用 1080P 顺跑。</p><div><img src=\"http://n.sinaimg.cn/spider20250612/189/w660h329/20250612/169c-0c4c496299408dc1681f1abb1801b166.jpg\"/><span></span></div><p cms-style=\"font-L align-Center\">图｜Linus Tech Tips</p><p cms-style=\"font-L\">值得关注的还有两台掌机的接口配置。白色的 Xbox Ally 配备了两个 USB 3.2 Gen2 规格的 C 口，可以直连显示器或者以最高 65 瓦的功率充电。而在 Xbox Ally X 上，其中一个接口升级为了 USB 4 / 雷雳 4 混合接口，理论上为外接更高性能的独立显卡留出了想象空间。</p><p cms-style=\"font-L\">屏幕方面，Xbox Ally 和 Xbox Ally X 搭载的是相同的 7 英寸的 1080P 120Hz 屏幕，虽然 Xbox Ally 宣传的是 720P 游戏，但使用 FSR 超分后的表现应该仍可满足大部分场景下的掌机需求。</p><div><img src=\"http://n.sinaimg.cn/spider20250612/300/w660h440/20250612/c00d-46d5d4c6e736d4144460c0b2055570ca.jpg\"/><span></span></div><p cms-style=\"font-L\">图｜Xbox</p><p cms-style=\"font-L\">当然，Xbox Ally 作为基于 Windows 的游戏掌机，虽然 Xbox 团队对系统进行了针对性的优化，Windows 本身灵活的基本盘依然没有丢的。它仍然可以退出 Xbox 主屏幕，以传统的 Windows 桌面启动，并使用摇杆进行操作。</p><p cms-style=\"font-L\">此时，Xbox Ally 的最大优势之一就展现出来了——巨大的可兼容性。不仅仅是你的 Xbox 游戏库，Xbox Game Pass、Steam、Epic，基本上所有可以直接在 Windows 安装的第三方游戏库都可以直接从 Xbox Ally 的主界面中启动，无需像 Steam Deck 那样侧载 Linux 再折腾兼容层了。</p><p cms-style=\"font-L\">再搭配上<a href=\"https://laohu8.com/S/F13.SI\">富裕</a>的实体按键，以及新版可以用肩键导航的非全屏侵入式 Xbox Game Bar，截图、切游戏、换账号一气呵成。并且因为 Xbox 团队从底层参与了 Windows 代码的构建，甚至连开机登陆时输入密码都可以完全使用手柄上的实体按键操作了：</p><div><img src=\"http://n.sinaimg.cn/spider20250612/761/w480h281/20250612/abb0-gif67686e01d2d997f255af55b8790b9413.gif\"/><span></span></div><p cms-style=\"font-L\">图｜ETA Prime</p><p cms-style=\"font-L\">ROG Xbox Ally 与 Xbox Ally X 预计在今年年底上市，定价虽然尚未公布，但根据目前 ROG 自己的 Ally X 售价 799 美元推测，Xbox Ally X 的售价可能会落在 800 到 850 美元左右，国行售价则可能会来到六千甚至七千价位段。</p><p cms-style=\"font-L\">微软的这一步棋不仅仅是要推广 Xbox 产品线，更是为了下场争夺对于游戏掌机市场的话语权。根据微软的说法，这款掌机“并不是要取代任何东西”，而是会和 PC、Xbox series 并存成为微软的三架游戏马车。</p><p cms-style=\"font-L\">但是在掌机市场内部，Xbox Ally X 就不单单是要冲击 SteamOS 和 Switch 了，而是想要成为一个真正“融合 PC 开放性与主机流畅体验的新物种”。</p><p cms-style=\"font-L\">ROG Xbox Ally 计划 2025 年底上市，如果你觉得 Switch 2 已经无法满足自己的需求，那确实是时候考虑一下 Xbox 了。</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在<a href=\"https://laohu8.com/S/SINA\">新浪</a>财经APP</div>\n</div>\n</div></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>微软热身下场，Switch 2 杀手要来了吗？</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{ 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#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微软热身下场，Switch 2 杀手要来了吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-12 09:40 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/t/2025-06-12/doc-inezupaq7208481.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 整个五月和六月，游戏行业声量最高的新闻之一毫无疑问就是任天堂的 Switch 2 了。作为广大任天堂粉丝期待八年的正统续作，Switch 2 一时间风头无两。但这条赛道的样子却不如八年前那样单纯了。2022 年发布的 Steam Deck 为“游戏掌机”这个沉寂了很多年的市场带来了难以想象的话题度，使人们重新关注起这个夹在...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/t/2025-06-12/doc-inezupaq7208481.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":{"LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","LU2298321311.HKD":"BGF CIRCULAR ECONOMY \"A\" (HKDHDG) ACC","BK4579":"人工智能","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) 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INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0080751232.USD":"富达环球多元动力基金A","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","SG9999001424.SGD":"United E-Commerce Fund SGD","SWCH":"Switch Inc.","LU1334329650.SGD":"JPMorgan Investment Funds - Global Macro Opportunities A (acc) SGD-H","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC"},"source_url":"https://finance.sina.com.cn/stock/t/2025-06-12/doc-inezupaq7208481.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2542557430","content_text":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 整个五月和六月，游戏行业声量最高的新闻之一毫无疑问就是任天堂的 Switch 2 了。作为广大任天堂粉丝期待八年的正统续作，Switch 2 一时间风头无两。但这条赛道的样子却不如八年前那样单纯了。2022 年发布的 Steam Deck 为“游戏掌机”这个沉寂了很多年的市场带来了难以想象的话题度，使人们重新关注起这个夹在手机与 PC 之间的领域——上至 Valve、微软、索尼、任天堂这种游戏版权方，下至华硕、联想之类的电脑厂商，无一不想加入战局。图｜Future而在这样的乱局中，诞生了一对让人意想不到的组合。刚刚过去的 6 月 9 日 Xbox Games Showcase 2025 上，微软与华硕宣布了一款合作产品—— ROG Xbox Ally (X) 游戏掌机，是为 Xbox 商标下面首款“掌机”形态的游戏产品。本次发布的联合新品共有两款，分别为白色机身的 ROG Xbox Ally，以及黑色机身的 ROG Xbox Ally X：作为本次的拳头产品，ROG Xbox Ally X 使用了 AMD 的 Ryzen AI Z2 Extreme 处理器，这是一颗 8 核 16 线程的 ZEN 5 架构处理器，搭配 RDNA 3.5 的显卡，整体性能几乎来到了掌机赛道的天花板。图｜Linus Tech Tips相对次一级的 ROG Xbox Ally，使用的处理器是 Ryzen Z2 A，一颗 4 核 8 线程的 ZEN 2 处理器，显卡架构为 RDNA 2，理论性能应该与 Steam Deck 中那颗 Valve 定制的 6nm AMD APU 性能近似。图｜Retro Game Corps正如 Steam Deck 的成功不完全是靠机器中的 APU 一样，本次 ROG Xbox Ally 中最吸引人的也不只有性能。相反，它们的系统才是最独特的地方——本次微软为两款掌机特别定制了一份 Windows 系统，开机会直接进入有着全新界面的 Xbox 游戏库：图｜Xbox更特别的是，这个定制版的 Windows 不仅是默认进入游戏库，还对 Windows 系统的其他组件做了非常细致的针对性优化，比如壁纸、菜单栏、系统检索之类与游戏无关的进程全都不会启动，保证将处理器的每一分力气都用在本职工作上。Xbox 软件工程负责人 Brianna Potvin 表示：去掉系统中与游戏无关的进程可以节省出至少 2GB 的内存空间，后续更新优化甚至可以压缩出更多。这是 Xbox 团队第一次得以深入系统底层对各项功能组件进行针对性优化。根据 Xbox 体验副总裁 Jason Beaumont 在发布时表示，本次 Xbox 的工程师“直接参与到了 Windows 代码库的改造工作”，几乎是从最底层开始重新搭建了 Xbox Ally 专属的 Windws 体验。图｜Xbox在更具体的配置参数上，中阶的 ROG Xbox Ally 搭载了一块 60Wh 的电池，存储规格为 16+512GB，主打 720P 均衡游戏；更高阶的 ROG Xbox Ally X 上搭配的则是 80Wh 的电池与 24+1TB 的存储，目前市面上的主流 3A 大作几乎都可以用 1080P 顺跑。图｜Linus Tech Tips值得关注的还有两台掌机的接口配置。白色的 Xbox Ally 配备了两个 USB 3.2 Gen2 规格的 C 口，可以直连显示器或者以最高 65 瓦的功率充电。而在 Xbox Ally X 上，其中一个接口升级为了 USB 4 / 雷雳 4 混合接口，理论上为外接更高性能的独立显卡留出了想象空间。屏幕方面，Xbox Ally 和 Xbox Ally X 搭载的是相同的 7 英寸的 1080P 120Hz 屏幕，虽然 Xbox Ally 宣传的是 720P 游戏，但使用 FSR 超分后的表现应该仍可满足大部分场景下的掌机需求。图｜Xbox当然，Xbox Ally 作为基于 Windows 的游戏掌机，虽然 Xbox 团队对系统进行了针对性的优化，Windows 本身灵活的基本盘依然没有丢的。它仍然可以退出 Xbox 主屏幕，以传统的 Windows 桌面启动，并使用摇杆进行操作。此时，Xbox Ally 的最大优势之一就展现出来了——巨大的可兼容性。不仅仅是你的 Xbox 游戏库，Xbox Game Pass、Steam、Epic，基本上所有可以直接在 Windows 安装的第三方游戏库都可以直接从 Xbox Ally 的主界面中启动，无需像 Steam Deck 那样侧载 Linux 再折腾兼容层了。再搭配上富裕的实体按键，以及新版可以用肩键导航的非全屏侵入式 Xbox Game Bar，截图、切游戏、换账号一气呵成。并且因为 Xbox 团队从底层参与了 Windows 代码的构建，甚至连开机登陆时输入密码都可以完全使用手柄上的实体按键操作了：图｜ETA PrimeROG Xbox Ally 与 Xbox Ally X 预计在今年年底上市，定价虽然尚未公布，但根据目前 ROG 自己的 Ally X 售价 799 美元推测，Xbox Ally X 的售价可能会落在 800 到 850 美元左右，国行售价则可能会来到六千甚至七千价位段。微软的这一步棋不仅仅是要推广 Xbox 产品线，更是为了下场争夺对于游戏掌机市场的话语权。根据微软的说法，这款掌机“并不是要取代任何东西”，而是会和 PC、Xbox series 并存成为微软的三架游戏马车。但是在掌机市场内部，Xbox Ally X 就不单单是要冲击 SteamOS 和 Switch 了，而是想要成为一个真正“融合 PC 开放性与主机流畅体验的新物种”。ROG Xbox Ally 计划 2025 年底上市，如果你觉得 Switch 2 已经无法满足自己的需求，那确实是时候考虑一下 Xbox 了。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1,"symbols_score_info":{"SWCH":1,"MSFT":1}},"isVote":1,"tweetType":1,"viewCount":2036,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":344080667050096,"gmtCreate":1725028691121,"gmtModify":1725028692940,"author":{"id":"40182151190748","authorId":"40182151190748","name":"Heinz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"40182151190748","idStr":"40182151190748"},"themes":[],"htmlText":"AMD的GF就是这么分的","listText":"AMD的GF就是这么分的","text":"AMD的GF就是这么分的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/344080667050096","repostId":"1191618421","repostType":2,"repost":{"id":"1191618421","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":1724987283,"share":"https://www.laohu8.com/m/news/1191618421?lang=zh_CN&edition=full","pubTime":"2024-08-30 11:08","market":"us","language":"zh","title":"市场消息：英特尔考虑剥离制造业务，最早或于9月董事会提出","url":"https://stock-news.laohu8.com/highlight/detail?id=1191618421","media":"老虎资讯综合","summary":"8月30日，市场消息：$英特尔(INTC)$正在考虑剥离代工业务，取消工厂项目。据悉，英特尔正在与$高盛(GS)$和$摩根士丹利(MS)$探讨各种选项。受此消息影响，英特尔美股夜盘直线拉升，涨超2%。","content":"<html><head></head><body><p>8月30日，据知情人士透露，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>正与投资银行家合作，帮助渡过公司56年历史上最困难的时期。知情人士称，该公司正在讨论各种可能的情况，包括拆分其产品设计和制造业务，以及哪些工厂项目可能会被取消。</p><p>英特尔首席执行官帕特•盖尔辛格(Pat Gelsinger)一直在努力扭转这家芯片先驱公司的颓势。知情人士说，长期为英特尔服务的投行<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>和高盛集团一直在就各种可能性提供建议，其中可能还包括潜在的并购。</p><p>自从英特尔发布了一份糟糕的盈利报告，导致其股价跌至2013年以来的最低水平以来，这些讨论变得更加紧迫。上述知情人士说，这些方案预计将在9月份的董事会会议上提出。</p><p>受此消息影响，英特尔美股夜盘直线拉升，一度涨近5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/359e0fe892aa1713b19bcfd2a0409e79\" tg-width=\"867\" tg-height=\"829\"/></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：英特尔考虑剥离制造业务，最早或于9月董事会提出</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; 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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：英特尔考虑剥离制造业务，最早或于9月董事会提出\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\">2024-08-30 11:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>8月30日，据知情人士透露，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>正与投资银行家合作，帮助渡过公司56年历史上最困难的时期。知情人士称，该公司正在讨论各种可能的情况，包括拆分其产品设计和制造业务，以及哪些工厂项目可能会被取消。</p><p>英特尔首席执行官帕特•盖尔辛格(Pat Gelsinger)一直在努力扭转这家芯片先驱公司的颓势。知情人士说，长期为英特尔服务的投行<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>和高盛集团一直在就各种可能性提供建议，其中可能还包括潜在的并购。</p><p>自从英特尔发布了一份糟糕的盈利报告，导致其股价跌至2013年以来的最低水平以来，这些讨论变得更加紧迫。上述知情人士说，这些方案预计将在9月份的董事会会议上提出。</p><p>受此消息影响，英特尔美股夜盘直线拉升，一度涨近5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/359e0fe892aa1713b19bcfd2a0409e79\" tg-width=\"867\" tg-height=\"829\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"BK4588":"碎股","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4535":"淡马锡持仓","BK4554":"元宇宙及AR概念","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4512":"苹果概念","BK4515":"5G概念","BK4529":"IDC概念","BK4527":"明星科技股","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4575":"芯片概念","INTC":"英特尔","BK4579":"人工智能"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191618421","content_text":"8月30日，据知情人士透露，英特尔正与投资银行家合作，帮助渡过公司56年历史上最困难的时期。知情人士称，该公司正在讨论各种可能的情况，包括拆分其产品设计和制造业务，以及哪些工厂项目可能会被取消。英特尔首席执行官帕特•盖尔辛格(Pat Gelsinger)一直在努力扭转这家芯片先驱公司的颓势。知情人士说，长期为英特尔服务的投行摩根士丹利和高盛集团一直在就各种可能性提供建议，其中可能还包括潜在的并购。自从英特尔发布了一份糟糕的盈利报告，导致其股价跌至2013年以来的最低水平以来，这些讨论变得更加紧迫。上述知情人士说，这些方案预计将在9月份的董事会会议上提出。受此消息影响，英特尔美股夜盘直线拉升，一度涨近5%。","news_type":1,"symbols_score_info":{"INTC":1}},"isVote":1,"tweetType":1,"viewCount":3463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":914489476,"gmtCreate":1581435652695,"gmtModify":1704344181493,"author":{"id":"40182151190748","authorId":"40182151190748","name":"Heinz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"40182151190748","idStr":"40182151190748"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a>实在是太骚了","listText":"<a href=\"https://laohu8.com/S/LK\">$瑞幸咖啡(LK)$</a>实在是太骚了","text":"$瑞幸咖啡(LK)$实在是太骚了","images":[{"img":"https://static.tigerbbs.com/6dff5ea66ba110863205cf97940e8e3f","width":"496","height":"514"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/914489476","isVote":1,"tweetType":1,"viewCount":5094,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":914181153,"gmtCreate":1581087461472,"gmtModify":1704343502519,"author":{"id":"40182151190748","authorId":"40182151190748","name":"Heinz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"40182151190748","idStr":"40182151190748"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>Mac + APU YeeeeeeeeeS","listText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>Mac + APU YeeeeeeeeeS","text":"$AMD(AMD)$Mac + APU YeeeeeeeeeS","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/914181153","isVote":1,"tweetType":1,"viewCount":6321,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3532827144635423","authorId":"3532827144635423","name":"欢乐马_2936","avatar":"https://static.tigerbbs.com/8e03bc67dadc290df1bdc88e5114af69","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3532827144635423","idStr":"3532827144635423"},"content":"哪里的消息？","text":"哪里的消息？","html":"哪里的消息？"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":914359385,"gmtCreate":1581061994147,"gmtModify":1704343403385,"author":{"id":"40182151190748","authorId":"40182151190748","name":"Heinz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"40182151190748","idStr":"40182151190748"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>埃隆·马斯克（Elon Musk）的项目，似乎都是为人类失败做准备。发电厂无法可靠供电时，太阳能电池板必不可少。沙特阿拉伯无法供应石油时，电动汽车必不可少。地面互联网关闭时，星联计划提供卫星上网。地球无法居住时，就移居火星。-- 推特网友https://marginalrevolution.com/marginalrevolution/2019/11/elon-theory.html看到这个挺有意思 转给老伙计们","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>埃隆·马斯克（Elon Musk）的项目，似乎都是为人类失败做准备。发电厂无法可靠供电时，太阳能电池板必不可少。沙特阿拉伯无法供应石油时，电动汽车必不可少。地面互联网关闭时，星联计划提供卫星上网。地球无法居住时，就移居火星。-- 推特网友https://marginalrevolution.com/marginalrevolution/2019/11/elon-theory.html看到这个挺有意思 转给老伙计们","text":"$特斯拉(TSLA)$埃隆·马斯克（Elon Musk）的项目，似乎都是为人类失败做准备。发电厂无法可靠供电时，太阳能电池板必不可少。沙特阿拉伯无法供应石油时，电动汽车必不可少。地面互联网关闭时，星联计划提供卫星上网。地球无法居住时，就移居火星。-- 推特网友https://marginalrevolution.com/marginalrevolution/2019/11/elon-theory.html看到这个挺有意思 转给老伙计们","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/914359385","isVote":1,"tweetType":1,"viewCount":7184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":11077,"gmtCreate":1458583866879,"gmtModify":1759055602146,"author":{"id":"40182151190748","authorId":"40182151190748","name":"Heinz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"40182151190748","idStr":"40182151190748"},"themes":[],"title":"对321发布会非常失望","htmlText":"$苹果(AAPL)$ SE价格有些亮点，安卓日子不好过了。iPad pro 9.7凑合，MacBook没等到。","listText":"$苹果(AAPL)$ SE价格有些亮点，安卓日子不好过了。iPad pro 9.7凑合，MacBook没等到。","text":"$苹果(AAPL)$ SE价格有些亮点，安卓日子不好过了。iPad pro 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href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>破25 国产油管[666]","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>破25 国产油管[666]","text":"$哔哩哔哩(BILI)$破25 国产油管[666]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/914942809","isVote":1,"tweetType":1,"viewCount":3310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":914359385,"gmtCreate":1581061994147,"gmtModify":1704343403385,"author":{"id":"40182151190748","authorId":"40182151190748","name":"Heinz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"40182151190748","idStr":"40182151190748"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>埃隆·马斯克（Elon Musk）的项目，似乎都是为人类失败做准备。发电厂无法可靠供电时，太阳能电池板必不可少。沙特阿拉伯无法供应石油时，电动汽车必不可少。地面互联网关闭时，星联计划提供卫星上网。地球无法居住时，就移居火星。-- 推特网友https://marginalrevolution.com/marginalrevolution/2019/11/elon-theory.html看到这个挺有意思 转给老伙计们","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>埃隆·马斯克（Elon Musk）的项目，似乎都是为人类失败做准备。发电厂无法可靠供电时，太阳能电池板必不可少。沙特阿拉伯无法供应石油时，电动汽车必不可少。地面互联网关闭时，星联计划提供卫星上网。地球无法居住时，就移居火星。-- 推特网友https://marginalrevolution.com/marginalrevolution/2019/11/elon-theory.html看到这个挺有意思 转给老伙计们","text":"$特斯拉(TSLA)$埃隆·马斯克（Elon Musk）的项目，似乎都是为人类失败做准备。发电厂无法可靠供电时，太阳能电池板必不可少。沙特阿拉伯无法供应石油时，电动汽车必不可少。地面互联网关闭时，星联计划提供卫星上网。地球无法居住时，就移居火星。-- 推特网友https://marginalrevolution.com/marginalrevolution/2019/11/elon-theory.html看到这个挺有意思 转给老伙计们","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/914359385","isVote":1,"tweetType":1,"viewCount":7184,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521294095663128,"gmtCreate":1768298007669,"gmtModify":1768298011234,"author":{"id":"40182151190748","authorId":"40182151190748","name":"Heinz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"40182151190748","idStr":"40182151190748"},"themes":[],"title":"","htmlText":"一点都不给Intel Foundary计价啊[笑哭]&nbsp; 全球第一个量产1.8nm视而不见。作为机构就这水平，很难说不是有别的意图。<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>&nbsp;","listText":"一点都不给Intel Foundary计价啊[笑哭]&nbsp; 全球第一个量产1.8nm视而不见。作为机构就这水平，很难说不是有别的意图。<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>&nbsp;","text":"一点都不给Intel Foundary计价啊[笑哭] 全球第一个量产1.8nm视而不见。作为机构就这水平，很难说不是有别的意图。$英特尔(INTC)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/521294095663128","repostId":"2603098165","repostType":2,"repost":{"id":"2603098165","kind":"news","pubTimestamp":1768290824,"share":"https://www.laohu8.com/m/news/2603098165?lang=zh_CN&edition=full","pubTime":"2026-01-13 15:53","market":"us","language":"zh","title":"花旗：卖出英特尔与AMD！","url":"https://stock-news.laohu8.com/highlight/detail?id=2603098165","media":"行知交易员","summary":"花旗维持对AMD的“中性”评级，对英特尔维持“卖出”评级。02 |公司影响：对AMD与英特尔构成短暂喘息第四季度出货数据优于预期，为AMD和英特尔即将发布的季度财报带来了温和的短期积极影响。花旗指出，AMD约30%的营收来自PC端市场，而英特尔则有约90%的营收依赖于PC与服务器市场。花旗给出的AMD目标价为260美元，基于约32倍2027年预期市盈率；英特尔目标价为29美元，约为其2026年预估账面价值的1倍，反映出对其较低盈利能力的担忧。","content":"<html><body><article><p>花旗研究发布最新半导体行业报告指出，2025年12月笔记本<span>出货</span>环比增长14%，推动第四季度整体出货仅环比下降5%，优于此前下滑11%的预期，主要受内存价格上涨推动的战略性库存回补影响。</p><p>这对<a href=\"https://laohu8.com/S/AMD\">AMD</a>（营收占比15%）与<a href=\"https://laohu8.com/S/INTC\">英特尔</a>（营收占比36%）等依赖笔记本业务的公司构成短期温和利好。</p><p>然而，分析师预计2026年第一季度笔记本出货将环比下降15%，显著弱于正常的季节性下滑9%，主要受内存供应限制影响。</p><p>花旗维持对AMD的“中性”评级，对英特尔维持“卖出”评级。</p><p><strong>01 |</strong>数据解读：Q4优于预期，但Q1前景疲软</p><p>2025年12月，全球笔记本（主要通过中国台湾ODM数据观测）出货量环比增长14%，超出花旗预期。</p><p>这使得2025年第四季度整体笔记本出货量环比下降5%，优于花旗此前下滑11%的预测，也高于历史同期平均7%的降幅。</p><p>然而，展望2026年第一季度，花旗笔记本分析师Carrie Liu预计，由于内存供应限制，出货量将环比下降15%，显著低于正常季节性环比下降9%的规律。</p><p>这预示着个人电脑市场在年初将面临短期压力。</p><p><strong>02 |</strong>公司影响：对AMD与英特尔构成短暂喘息</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260113160329700v206nu2w6elrsh7\"/><p>第四季度出货数据优于预期，为AMD和英特尔即将发布的季度财报带来了温和的短期积极影响。</p><p>花旗指出，AMD约30%的营收来自PC端市场，而英特尔则有约90%的营收依赖于PC与服务器市场。</p><p>尽管有短期利好，但花旗对两家公司的长期看法并未改变，维持了对AMD的“中性”评级，以及对英特尔的“卖出”评级。</p><p>花旗给出的AMD目标价为260美元，基于约32倍2027年预期市盈率；英特尔目标价为29美元，约为其2026年预估账面价值的1倍，反映出对其较低盈利能力的担忧。</p><p><strong>03 |</strong>风险透视：关键风险点解析</p><p>报告详细列举了AMD与英特尔面临的主要风险：</p><p>“对于AMD”</p><p>1. 竞争风险：在微处理器市场直接与英特尔竞争，在GPU和AI加速器市场则直面<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>，市场份额的任何波动都可能影响业绩。</p><p>2. 终端市场风险：约30%营收来自PC产业，高度依赖企业IT支出。</p><p>3. 客户集中风险：约15%营收来自<a href=\"https://laohu8.com/S/SONY\">索尼</a>和<a href=\"https://laohu8.com/S/MSFT\">微软</a>，来自这两家大客户的订单波动将直接影响业绩预期。</p><p>4. 估值风险：当前估值略高于历史区间，市场共识收入预测的修正可能导致股价高波动。</p><p>“对于英特尔”</p><p>1. 终端市场风险：约90%营收来自PC与服务器，对IT支出周期极为敏感。</p><p>2. 竞争风险：在核心CPU市场持续面临AMD的激烈竞争。</p><p>3. 客户集中风险：前几大PC OEM客户合计贡献约45%营收，大客户订单下滑将带来显著负面影响。</p><p>4. 宏观经济风险：业务遍布全球， prolonged 的宏观经济下行或上行会影响其业绩与评级。</p><p><strong>04 |</strong>总结</p><p>【核心观点】</p><p>Q4笔记本供应链数据因内存价格预期引发的战略性备货而短暂走强，为依赖该市场的半导体公司（尤其是INTC）提供了季度业绩的缓冲垫。</p><p>但这并非需求侧的真实改善信号。</p><p>【关键推断】</p><p>Q1指引的大幅下滑（-15% QoQ vs. 季节性-9%）验证了终端需求的疲软和渠道库存回补的不可持续性。</p><p>内存供应限制是表象，核心仍是终端消费与企业IT支出的放缓。</p><p>【操作启示】</p><p>该数据不足以扭转对PC半导体板块的结构性看跌观点。</p><p>AMD因在AI/数据中心领域的增长叙事而获得估值支撑，维持中性；</p><p>INTC因其对PC/服务器市场的极高敞口、竞争劣势及盈利能见度低，下行风险更甚，维持看跌。</p><p>交易应回避对传统PC周期敏感的标的，关注库存去化进度与AI相关资本开支的持续性。</p><p>...</p><p>完整内容在星球了...</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260113160337249v206ebgac0toc6j\"/><p>...</p><p>深度星球订阅链接：https://t.zsxq.com/NR0qH</p><p>本文所涉及一切内容仅供分享参考，接收人不因阅读本文而被视为我方客户，也不构成向任何人发出出售或购买证券或其他投资标的的邀请，更不构成交易依据。市场有风险，投资需谨慎，本文所有信息及观点均不构成任何投资建议；过往业绩不代表未来表现，投资者应依据自身风险承受能力进行审慎评估、独立决策并自行承担全部责任。任何情况下，我方均不对因使用本文内容而产生的任何损失承担责任。相关数据可能存在滞后或误差，我方不对信息的完整性及准确性承担法律责任。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>花旗：卖出英特尔与AMD！</title>\n<style 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}\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花旗：卖出英特尔与AMD！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-13 15:53 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260113160413a714d59a&s=b><strong>行知交易员</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>花旗研究发布最新半导体行业报告指出，2025年12月笔记本出货环比增长14%，推动第四季度整体出货仅环比下降5%，优于此前下滑11%的预期，主要受内存价格上涨推动的战略性库存回补影响。这对AMD（营收占比15%）与英特尔（营收占比36%）等依赖笔记本业务的公司构成短期温和利好。然而，分析师预计2026年第一季度笔记本出货将环比下降15%，显著弱于正常的季节性下滑9%，主要受内存供应限制影响。花旗...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260113160413a714d59a&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","BK4585":"ETF&股票定投概念","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU0162691827.USD":"BGF US BASIC VALUE \"A4\" INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU0648001328.SGD":"Natixis Harris Associates US Equity RA 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|公司影响：对AMD与英特尔构成短暂喘息第四季度出货数据优于预期，为AMD和英特尔即将发布的季度财报带来了温和的短期积极影响。花旗指出，AMD约30%的营收来自PC端市场，而英特尔则有约90%的营收依赖于PC与服务器市场。尽管有短期利好，但花旗对两家公司的长期看法并未改变，维持了对AMD的“中性”评级，以及对英特尔的“卖出”评级。花旗给出的AMD目标价为260美元，基于约32倍2027年预期市盈率；英特尔目标价为29美元，约为其2026年预估账面价值的1倍，反映出对其较低盈利能力的担忧。03 |风险透视：关键风险点解析报告详细列举了AMD与英特尔面临的主要风险：“对于AMD”1. 竞争风险：在微处理器市场直接与英特尔竞争，在GPU和AI加速器市场则直面英伟达，市场份额的任何波动都可能影响业绩。2. 终端市场风险：约30%营收来自PC产业，高度依赖企业IT支出。3. 客户集中风险：约15%营收来自索尼和微软，来自这两家大客户的订单波动将直接影响业绩预期。4. 估值风险：当前估值略高于历史区间，市场共识收入预测的修正可能导致股价高波动。“对于英特尔”1. 终端市场风险：约90%营收来自PC与服务器，对IT支出周期极为敏感。2. 竞争风险：在核心CPU市场持续面临AMD的激烈竞争。3. 客户集中风险：前几大PC OEM客户合计贡献约45%营收，大客户订单下滑将带来显著负面影响。4. 宏观经济风险：业务遍布全球， prolonged 的宏观经济下行或上行会影响其业绩与评级。04 |总结【核心观点】Q4笔记本供应链数据因内存价格预期引发的战略性备货而短暂走强，为依赖该市场的半导体公司（尤其是INTC）提供了季度业绩的缓冲垫。但这并非需求侧的真实改善信号。【关键推断】Q1指引的大幅下滑（-15% QoQ vs. 季节性-9%）验证了终端需求的疲软和渠道库存回补的不可持续性。内存供应限制是表象，核心仍是终端消费与企业IT支出的放缓。【操作启示】该数据不足以扭转对PC半导体板块的结构性看跌观点。AMD因在AI/数据中心领域的增长叙事而获得估值支撑，维持中性；INTC因其对PC/服务器市场的极高敞口、竞争劣势及盈利能见度低，下行风险更甚，维持看跌。交易应回避对传统PC周期敏感的标的，关注库存去化进度与AI相关资本开支的持续性。...完整内容在星球了......深度星球订阅链接：https://t.zsxq.com/NR0qH本文所涉及一切内容仅供分享参考，接收人不因阅读本文而被视为我方客户，也不构成向任何人发出出售或购买证券或其他投资标的的邀请，更不构成交易依据。市场有风险，投资需谨慎，本文所有信息及观点均不构成任何投资建议；过往业绩不代表未来表现，投资者应依据自身风险承受能力进行审慎评估、独立决策并自行承担全部责任。任何情况下，我方均不对因使用本文内容而产生的任何损失承担责任。相关数据可能存在滞后或误差，我方不对信息的完整性及准确性承担法律责任。","news_type":1,"symbols_score_info":{"AMD":1.93,"INTC":1.95,"04335":1.95}},"isVote":1,"tweetType":1,"viewCount":2236,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"40182151190748","authorId":"40182151190748","name":"Heinz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"40182151190748","idStr":"40182151190748"},"content":"foundry[贱笑]","text":"foundry[贱笑]","html":"foundry[贱笑]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":914181153,"gmtCreate":1581087461472,"gmtModify":1704343502519,"author":{"id":"40182151190748","authorId":"40182151190748","name":"Heinz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"40182151190748","idStr":"40182151190748"},"themes":[],"htmlText":"<a 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21:53","market":"us","language":"zh","title":"台积电前研发主管谈Intel：复制技术也没用 追上还早得很","url":"https://stock-news.laohu8.com/highlight/detail?id=2608344888","media":"快科技","summary":"快科技2月1日消息，去年台积电爆出多个泄密案，其中研发技术大佬、前资深副总罗唯仁在退休后又加盟老东家Intel一事影响更大，还引发了台积电的诉讼。对于这个问题，另一个台积电退休大佬、前研发处长杨光磊日前在采访中给出了否定的答案，认为Intel才刚起来，追赶台积电还早得很，而且就算罗唯仁把技术完全复制过去，公司文化也带不过去。","content":"<html><body><article><p>快科技2月1日消息，去年<a href=\"https://laohu8.com/S/TSM\">台积电</a>爆出多个泄密案，其中研发技术大佬、前资深副总罗唯仁在退休后又加盟老东家Intel一事影响更大，还引发了台积电的诉讼。</p><p>外界关心的不止是两边的法律大战，更重要的是罗唯仁作为在台积电工作20多年的技术大佬，熟悉台积电的技术研发，而且退休之前获得了2nm、1.6nm及1.4nm等机密资料，现在跳槽到Intel之后，会不会因此让Intel获得追赶甚至超越台积电的机会。</p><p>对于这个问题，另一个台积电退休大佬、前研发处长杨光磊日前在采访中给出了否定的答案，认为Intel才刚起来，追赶台积电还早得很，而且就算罗唯仁把技术完全复制过去，公司文化也带不过去。</p><p>他用自己之前的经历对比了两家公司的不同，之前在Inte做过顾问，他提到假如台积电有360个人，每个人方向差别只有1度，而同样情况下Intel有360个人，加起来就变成0，<strong>因为每个人想法都不一样，这就是多元文化的问题。</strong></p><p>他认为罗唯仁加入Intel之后能做的有限，他之前在Intel工作了18年了，又在台积电工作了21年，现在的Intel跟21年前已经不一样了，那时比现在好得多，因为当时的CEO是安迪·格鲁夫，现在的Intel要弱很多，CEO陈立武虽然想扮演一些角色，在帮助Intel，但他毕竟不是搞技术研发的人。</p><p>他还提到，在晶圆代工领域，台积电现在已经是独步全球，而且第二名跟它的差距很远，<strong>已经到了独孤求败的地步，</strong>他们倒是希望能找个真正厉害的对手让台积电尝试一次失败，可惜这个领域台积电不太容易失败了，因为台积电强的地方不是技术问题，是（企业）文化问题。</p><p>杨光磊表示，Intel的技术绝对不差，<strong>但Intel是以一种王者的姿态做产品，</strong>不像台积电这样以欧巴桑的心态在服务客户，Intel完全不可能有这个东西，尤其是技术人员需要很长时间转变，甚至转变不过来。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260201215827146d201qdz3buglbnd\"/></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>台积电前研发主管谈Intel：复制技术也没用 追上还早得很</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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}\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台积电前研发主管谈Intel：复制技术也没用 追上还早得很\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-01 21:53 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260201215835a6c696ee&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技2月1日消息，去年台积电爆出多个泄密案，其中研发技术大佬、前资深副总罗唯仁在退休后又加盟老东家Intel一事影响更大，还引发了台积电的诉讼。外界关心的不止是两边的法律大战，更重要的是罗唯仁作为在台积电工作20多年的技术大佬，熟悉台积电的技术研发，而且退休之前获得了2nm、1.6nm及1.4nm等机密资料，现在跳槽到Intel之后，会不会因此让Intel获得追赶甚至超越台积电的机会。对于这个...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260201215835a6c696ee&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC 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