心機之蛙的个人主页 - 老虎社区

心機之蛙

心機之蛙

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IP属地：北京

51关注

4粉丝

4主题

0勋章

02-02

$黄金主连 2604(GCmain)$ 沪金一开就跌

02-02

$黄金主连 2604(GCmain)$ 怎么都不动了[开心]

01-31

$黄金主连 2604(GCmain)$ 就川建国这种小伎俩，你T M的告诉我，什么叫降息缩表

01-28

$黄金主连 2602(GCmain)$ 完全不回头吗？

01-21

$英特尔(INTC)$

01-13

$英特尔(INTC)$ 爱涨涨爱跌跌就是不卖，卖了就要交20pa税，拿一辈子[捂脸]

01-08

烂股全来港上市了

霸王茶姬据称正考虑在香港上市，融资金额或达数亿美元

01-06

免费的永远是最贵的

老人体验免费洗金镯洗完少了4.87克

2025-11-27

这AI 怎么写着CEO 是基辛格

半导体大戏上演！Intel宣布全力支持罗维仁：台积电指控毫无根据

2025-11-27

连名字都不写，搜谁家

台湾检方：对前台积电高管住所进行搜查，查获电脑等设备

2025-11-26

$英特尔(INTC)$ 今天如此扛跌是有什么消息吗？

2025-11-25

遥遥领先呢？

形势严峻，全球12大半导体厂商，中国仅1家上榜，还是台企

2025-11-10

$英特尔(INTC)$

2025-11-07

会不会马斯克买了英特尔股票才这样说的[微笑]

特斯拉将建一座晶圆厂

2025-11-07

$英特尔(INTC)$ 其它家都止跌了，就你一个头往下串

2025-11-03

$英特尔(INTC)$

2025-10-27

$英特尔(INTC)$

2025-10-24

$英特尔(INTC)$ 在过会儿可能都要红了，太惨了

2025-10-21

$英特尔(INTC)$

2025-10-14

$英特尔(INTC)$

去老虎APP查看更多动态

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完全不回头吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526792479969312","isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524218412359992,"gmtCreate":1769009692250,"gmtModify":1769009694506,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"心機之蛙","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4152449096929562","idStr":"4152449096929562"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>&nbsp;","text":"$英特尔(INTC)$","images":[{"img":"https://static.tigerbbs.com/4d7ddf85b8d90e8d799a9c5552ba7b10","width":"910","height":"1459"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524218412359992","isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":521329595204296,"gmtCreate":1768317640582,"gmtModify":1768356421497,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"心機之蛙","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4152449096929562","idStr":"4152449096929562"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 爱涨涨爱跌跌就是不卖，卖了就要交20pa税，拿一辈子[捂脸]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 爱涨涨爱跌跌就是不卖，卖了就要交20pa税，拿一辈子[捂脸]&nbsp;&nbsp;","text":"$英特尔(INTC)$ 爱涨涨爱跌跌就是不卖，卖了就要交20pa税，拿一辈子[捂脸]","images":[{"img":"https://static.tigerbbs.com/f71181f3108ebe56f4eb2baba248f129","width":"910","height":"1459"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/521329595204296","isVote":1,"tweetType":1,"viewCount":5787,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4193377325563260","authorId":"4193377325563260","name":"人生舵手__小琳","avatar":"https://static.tigerbbs.com/b52249a7a6bb3ccf0a38ce77c8fb416d","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"4193377325563260","idStr":"4193377325563260"},"content":"拿住的理由哈哈哈哈哈哈xiaosiwol","text":"拿住的理由哈哈哈哈哈哈xiaosiwol","html":"拿住的理由哈哈哈哈哈哈xiaosiwol"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":519473048248936,"gmtCreate":1767853680200,"gmtModify":1767853682809,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"心機之蛙","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4152449096929562","idStr":"4152449096929562"},"themes":[],"title":"","htmlText":"烂股全来港上市了","listText":"烂股全来港上市了","text":"烂股全来港上市了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519473048248936","repostId":"1119381090","repostType":4,"repost":{"id":"1119381090","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":1767847462,"share":"https://www.laohu8.com/m/news/1119381090?lang=zh_CN&edition=full","pubTime":"2026-01-08 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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霸王茶姬据称正考虑在香港上市，融资金额或达数亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-01-08 12:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>中国茶饮连锁品牌 <a href=\"https://laohu8.com/S/CHA\">霸王茶姬</a> 据称正考虑在香港上市。知情人士表示，霸王茶姬已就上市计划与投资银行展开初步沟通，融资金额或达数亿美元，可能今年进行。</p><p>相关磋商仍在进行中，霸王茶姬也可能决定不推进香港上市计划。此外，该计划仍需获得监管批准。</p><p>截至发稿，霸王茶姬夜盘涨幅扩大至超2%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1629243109c973ee5676bf2523b25398\" tg-width=\"1161\" tg-height=\"447\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4e2a0eb658d0e8a3c1f91970b2bb7f87","relate_stocks":{"CHA":"霸王茶姬"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119381090","content_text":"中国茶饮连锁品牌 霸王茶姬 据称正考虑在香港上市。知情人士表示，霸王茶姬已就上市计划与投资银行展开初步沟通，融资金额或达数亿美元，可能今年进行。相关磋商仍在进行中，霸王茶姬也可能决定不推进香港上市计划。此外，该计划仍需获得监管批准。截至发稿，霸王茶姬夜盘涨幅扩大至超2%。","news_type":1,"symbols_score_info":{"CHA":2}},"isVote":1,"tweetType":1,"viewCount":873,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519100840812712,"gmtCreate":1767709192011,"gmtModify":1767709194408,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"心機之蛙","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4152449096929562","idStr":"4152449096929562"},"themes":[],"title":"","htmlText":"免费的永远是最贵的","listText":"免费的永远是最贵的","text":"免费的永远是最贵的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519100840812712","repostId":"2601271818","repostType":2,"repost":{"id":"2601271818","kind":"news","pubTimestamp":1767707520,"share":"https://www.laohu8.com/m/news/2601271818?lang=zh_CN&edition=full","pubTime":"2026-01-06 21:52","market":"other","language":"zh","title":"老人体验免费洗金镯洗完少了4.87克","url":"https://stock-news.laohu8.com/highlight/detail?id=2601271818","media":"中国新闻周刊","summary":"【#老人体验免费洗金镯洗完少了4.87克#】#摊主王水偷金4.87克被判拘役四个月# 近日，浙江台州临海法院审结一起以“免费洗金”为名、利用“王水”窃取黄金的盗窃案。71岁的王奶奶在集市闲逛时，摊主喻某称其所戴金手镯有些变形，主动提出可免费为其敲圆并清洗。喻某将手镯浸入盛有黄色液体的瓷碗中浸泡了二三十秒，捞出后交还。但王奶奶回家后察觉手镯明显变轻且质地变软。报警后，喻某最终承认使用“王水”溶解并窃取部分黄金的事实。后经公安机关提取，喻某共盗取黄金4.87克，按当日金价计算4777元。最终，喻某因犯盗窃罪，被判处拘役四个月，并处罚金一千元。@广州日报\n\n\n海量资讯、精准解读，尽在新浪财经APP","content":"<html><body><div>\n<div></div>\n<p cms-style=\"font-L\">【#老人体验免费洗金镯洗完少了4.87克#】#摊主王水偷金4.87克被判拘役四个月# 近日，浙江台州临海法院审结一起以“免费洗金”为名、利用“王水”窃取黄金的盗窃案。71岁的王奶奶在集市闲逛时，摊主喻某称其所戴金手镯有些变形，主动提出可免费为其敲圆并清洗。喻某将手镯浸入盛有黄色液体的瓷碗中浸泡了二三十秒，捞出后交还。但王奶奶回家后察觉手镯明显变轻且质地变软。报警后，喻某最终承认使用“王水”溶解并窃取部分黄金的事实。后经公安机关提取，喻某共盗取黄金4.87克，按当日金价计算4777元。最终，喻某因犯盗窃罪，被判处拘役四个月，并处罚金一千元。@广州日报</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</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>老人体验免费洗金镯洗完少了4.87克</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; 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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老人体验免费洗金镯洗完少了4.87克\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-06 21:52 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/jjxw/2026-01-06/doc-inhfkskh5790851.shtml><strong>中国新闻周刊</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【#老人体验免费洗金镯洗完少了4.87克#】#摊主王水偷金4.87克被判拘役四个月# 近日，浙江台州临海法院审结一起以“免费洗金”为名、利用“王水”窃取黄金的盗窃案。71岁的王奶奶在集市闲逛时，摊主喻某称其所戴金手镯有些变形，主动提出可免费为其敲圆并清洗。喻某将手镯浸入盛有黄色液体的瓷碗中浸泡了二三十秒，捞出后交还。但王奶奶回家后察觉手镯明显变轻且质地变软。报警后，喻某最终承认使用“王水”溶解并...</p>\n\n<a href=\"https://finance.sina.com.cn/jjxw/2026-01-06/doc-inhfkskh5790851.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":{"159934":"黄金ETF","518880":"黄金ETF","DUST":"二倍做空黄金矿业指数ETF-Direxion","GDX":"黄金矿业ETF-VanEck","NUGT":"二倍做多黄金矿业指数ETF-Direxion","IAU":"黄金信托ETF-iShares"},"source_url":"https://finance.sina.com.cn/jjxw/2026-01-06/doc-inhfkskh5790851.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2601271818","content_text":"【#老人体验免费洗金镯洗完少了4.87克#】#摊主王水偷金4.87克被判拘役四个月# 近日，浙江台州临海法院审结一起以“免费洗金”为名、利用“王水”窃取黄金的盗窃案。71岁的王奶奶在集市闲逛时，摊主喻某称其所戴金手镯有些变形，主动提出可免费为其敲圆并清洗。喻某将手镯浸入盛有黄色液体的瓷碗中浸泡了二三十秒，捞出后交还。但王奶奶回家后察觉手镯明显变轻且质地变软。报警后，喻某最终承认使用“王水”溶解并窃取部分黄金的事实。后经公安机关提取，喻某共盗取黄金4.87克，按当日金价计算4777元。最终，喻某因犯盗窃罪，被判处拘役四个月，并处罚金一千元。@广州日报\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1,"symbols_score_info":{"159934":0.6,"518880":0.6,"SGUmain":0.6,"IAU":0.6,"MGCmain":0.72,"NUGT":0.6,"DUST":0.6,"SGCmain":0.6,"GDX":0.6,"GCmain":0.9}},"isVote":1,"tweetType":1,"viewCount":817,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504707720151248,"gmtCreate":1764238847827,"gmtModify":1764239057183,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"心機之蛙","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4152449096929562","idStr":"4152449096929562"},"themes":[],"title":"","htmlText":"这AI 怎么写着CEO 是基辛格","listText":"这AI 怎么写着CEO 是基辛格","text":"这AI 怎么写着CEO 是基辛格","images":[{"img":"https://static.tigerbbs.com/af3c443db34c0a7c3c8a50b7654706f3"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504707720151248","repostId":"2586213232","repostType":2,"repost":{"id":"2586213232","kind":"news","pubTimestamp":1764215830,"share":"https://www.laohu8.com/m/news/2586213232?lang=zh_CN&edition=full","pubTime":"2025-11-27 11:57","market":"us","language":"zh","title":"半导体大戏上演！Intel宣布全力支持罗维仁：台积电指控毫无根据","url":"https://stock-news.laohu8.com/highlight/detail?id=2586213232","media":"快科技","summary":"快科技11月27日消息，台积电已对加入Intel的前高管罗维仁提起正式诉讼，指控其违反了保密协议。台积电指出，罗唯仁退休后旋即前往Intel，公司高度怀疑其可能使用、泄露、告知或转移台积电的营业秘密及机密信息给Intel，因此台积电认为有必要采取法律行动针对这一指控，Intel迅速作出回应，CEO陈立武向全体员工发出内部信，表示全力支持罗维仁的加入。","content":"<html><body><article><p>快科技11月27日消息，<a href=\"https://laohu8.com/S/TSM\">台积电</a>已对加入Intel的前高管罗维仁提起正式诉讼，指控其违反了保密协议。</p><p>台积电指出，罗唯仁退休后旋即前往Intel，公司高度怀疑其可能使用、泄露、告知或转移台积电的营业秘密及机密信息给Intel，因此台积电认为有必要采取法律行动</p><p><strong>针对这一指控，Intel迅速作出回应，CEO陈立武向全体员工发出内部信，表示全力支持罗维仁的加入。</strong></p><p>陈立武在发给员工的备忘录中表示：“基于我们目前所知的一切，我们认为对罗维仁的指控毫无根据，他将继续得到我们的全力支持。”</p><p>其表示，作为Intel转型计划的一部分，公司已欢迎罗维仁回归——他此前曾在Intel任职 18 年，深耕晶圆制造技术研发，之后加入台积电并继续从事相关技术领域工作。</p><p><strong>Intel强调：“Intel有严格的政策和控制措施，严禁使用或转让任何第三方的机密信息或知识产权。”</strong></p><p>值得注意的是，这是IntelCEO首次在高管跳槽事件中明确提及罗维仁的名字，这意味着此次人事变动大概率已成定局。</p><img src=\"https://inews.gtimg.com/om_bt/Ow-RAOHXeX-emRZpjkyav0WKSatf933R0rLGin1k4T0bgAA/0\"/></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\" 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left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n半导体大戏上演！Intel宣布全力支持罗维仁：台积电指控毫无根据\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-27 11:57 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251127115927a4bd2d63&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技11月27日消息，台积电已对加入Intel的前高管罗维仁提起正式诉讼，指控其违反了保密协议。台积电指出，罗唯仁退休后旋即前往Intel，公司高度怀疑其可能使用、泄露、告知或转移台积电的营业秘密及机密信息给Intel，因此台积电认为有必要采取法律行动针对这一指控，Intel迅速作出回应，CEO陈立武向全体员工发出内部信，表示全力支持罗维仁的加入。陈立武在发给员工的备忘录中表示：“基于我们目前...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251127115927a4bd2d63&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":{"LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","SGXZ99366536.SGD":"United Global Innovation 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17:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>台湾检方：对前台积电高管住所进行搜查，查获电脑等设备</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4554":"元宇宙及AR概念","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4527":"明星科技股","BK4512":"苹果概念","BK4543":"AI","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","INTC":"英特尔","BK4602":"量子计算概念","BK4529":"IDC概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4535":"淡马锡持仓","BK4612":"AI芯片","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4515":"5G概念","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc 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16:47","market":"us","language":"zh","title":"形势严峻，全球12大半导体厂商，中国仅1家上榜，还是台企","url":"https://stock-news.laohu8.com/highlight/detail?id=2585017452","media":"Ofweek光电信息网","summary":"所以，对于半导体企业的排行榜，大家都还是很在意的。而最后一名的恩智浦份额为2%，意味着大陆的半导体企业，没有一家能达到2%的份额的。英伟达最牛，一家就占到了27%的份额，而前10名中，中国仅一家企业上榜，份额大约只有3%，这一家企业还是台企，中国大陆更是没有一家企业上榜。","content":"<html><body><article><p>众所周知，芯片行业是门槛高，周期长，资金投入大，科技含量高的行业，所以对于这样的行业，一般都是赢者通吃，小企业压力山大。</p><p>举个例子来说，比如<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>，他只要拿出营收的10%来投入，就是上千亿的研发资金，而一般的小企业，一年的营收可能还不到100亿，就拿他全部拿出来研发，也才100亿，不到英伟达的十分之一，能研究出什么高科技吗？</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member46034/202511/24111041453373.jpg\"/><p>当然，账肯定不是这么算的，但道理确实是这个道理，在芯片领域，以小博大的事例虽然也有，但非常少，芯片行业还是要靠持续的投入，大资金的股入，且坚持长时间的研发，才会有真正的表现和回报。</p><p>所以，对于半导体企业的排行榜，大家都还是很在意的。</p><p>因为榜单越靠前，代表着实力越强，而如果没有上榜，那么想短时间之内，表着突出的表现，其实是非常难的，需要更长时间的慢慢积累。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member46034/202511/24111043596033.png\"/><p>近日，随着各大半导体厂商们发布三季度的报表，有机构整理了一下2025年前三季度，各大半导体厂商们的营收情况，然后排出了前12名，这里包括IDM企业，Fabless企业，但不含纯晶圆代工企业，比如<a href=\"https://laohu8.com/S/TSM\">台积电</a>、<a href=\"https://laohu8.com/S/688981\">中芯国际</a>等不入列入其中。</p><p>如上图所示，英伟达、<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、SK海力士、intel、<a href=\"https://laohu8.com/S/QCOM\">高通</a>、<a href=\"https://laohu8.com/S/MU\">美光</a>、<a href=\"https://laohu8.com/S/AVGO\">博通</a>、<a href=\"https://laohu8.com/S/AMD\">AMD</a>、联发科、<a href=\"https://laohu8.com/S/TXN\">德州仪器</a>排在前10名。再是<a href=\"https://laohu8.com/S/0KED.UK\">英飞凌</a>、<a href=\"https://laohu8.com/S/NXPI\">恩智浦</a>。</p><p>而最后一名的恩智浦份额为2%，意味着大陆的半导体企业，没有一家能达到2%的份额的。</p><p>英伟达最牛，一家就占到了27%的份额，而前10名中，中国仅一家企业上榜，份额大约只有3%，这一家企业还是台企，中国大陆更是没有一家企业上榜。</p><img src=\"https://mp.ofweek.com/Upload/News/Img/member46034/202511/24111043307061.jpg\"/><p>这意味着什么，估计大家都懂的，那就是在芯片领域，中国大陆的企业规模，和这些企业相比，还差的有一点远。</p><p>前面已经说过，芯片企业其实是看规模的，因为赢者通吃的可能性很大，小企业其实是难以拼得过大企业的，所以这也代表着国产半导体企业们，还有非常大的提升空间，和国外的这些巨头相比，我们还差的远。</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>形势严峻，全球12大半导体厂商，中国仅1家上榜，还是台企</title>\n<style 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251124165325977c28d3&s=b><strong>Ofweek光电信息网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>众所周知，芯片行业是门槛高，周期长，资金投入大，科技含量高的行业，所以对于这样的行业，一般都是赢者通吃，小企业压力山大。举个例子来说，比如英伟达，他只要拿出营收的10%来投入，就是上千亿的研发资金，而一般的小企业，一年的营收可能还不到100亿，就拿他全部拿出来研发，也才100亿，不到英伟达的十分之一，能研究出什么高科技吗？当然，账肯定不是这么算的，但道理确实是这个道理，在芯片领域，以小博大的事例...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251124165325977c28d3&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":{"AMD":"美国超微公司","NVDA":"英伟达","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","BK4554":"元宇宙及AR概念","SOXX":"iShares费城交易所半导体ETF","BK4543":"AI","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4512":"苹果概念","BK4527":"明星科技股","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) 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</a>&nbsp;","text":"$英特尔(INTC)$","images":[{"img":"https://static.tigerbbs.com/83e4c1960e107d0bf0ce0f5bf2437154","width":"910","height":"1459"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/498537073045760","isVote":1,"tweetType":1,"viewCount":1593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":497568110489896,"gmtCreate":1762499961365,"gmtModify":1762499963850,"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"心機之蛙","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4152449096929562","idStr":"4152449096929562"},"themes":[],"title":"","htmlText":"会不会马斯克买了英特尔股票才这样说的[微笑]&nbsp;&nbsp;","listText":"会不会马斯克买了英特尔股票才这样说的[微笑]&nbsp;&nbsp;","text":"会不会马斯克买了英特尔股票才这样说的[微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/497568110489896","repostId":"2581028746","repostType":2,"repost":{"id":"2581028746","kind":"news","pubTimestamp":1762479870,"share":"https://www.laohu8.com/m/news/2581028746?lang=zh_CN&edition=full","pubTime":"2025-11-07 09:44","market":"us","language":"zh","title":"特斯拉将建一座晶圆厂","url":"https://stock-news.laohu8.com/highlight/detail?id=2581028746","media":"半导体行业观察","summary":"然而，马斯克认为，光靠外部供应仍不足以支撑公司AI 与自驾技术长期发展，因此特斯拉“可能”将不得不自行建造一座“超大型晶圆厂”。特斯拉将部分AI5芯片的生产委托给三星晶圆代工，这具有三大关键意义。第二个含义是，在先进半导体竞争激烈的背景下，特斯拉正在抢占先机，确保与三星晶圆代工厂的合作。科技行业猜测，特斯拉将AI5订单分配给台积电和三星的决定可能是一项战略举措，旨在确保三星闲置的晶圆生产线得到充分利用。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO马斯克周四(6 日) 盘后于股东大会上表示，随着自动驾驶与机器人应用快速扩张，特斯拉需要自行建造一座大型晶圆厂，以满足未来庞大的运算需求，并透露公司可能与芯片大厂<a href=\"https://laohu8.com/S/INTC\">英特尔</a>展开合作。消息公布后，英特尔闻讯大涨近4%。</p><p>马斯克指出，特斯拉未来芯片制造将分散于台湾、南韩、亚利桑那州与德州等地，作为全球供应链的一部分。</p><p>然而，马斯克认为，光靠外部供应仍不足以支撑公司AI 与自驾技术长期发展，因此特斯拉“可能”将不得不自行建造一座“超大型晶圆厂”。</p><p>马斯克说，若不如此，将无法取得公司所需的大量芯片供应。他强调：“这件事非做不可。”</p><p>马斯克透露，目前特斯拉正全力投入芯片研发，“你可以看得出来，我现在对芯片片极度着迷。”</p><p>马斯克称，特斯拉目前尚未与任何公司签约，但“大概有必要与英特尔进行讨论”。受此消息激励，英特尔周四盘后一度闻讯大涨近4%。</p><p>马斯克还提及特斯拉与<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的差异。他表示，特斯拉需要大量“成本低、功耗低”的芯片，以支援旗下人形机器人与自驾车的运算需求，意味特斯拉可专注为自家软件量身打造芯片，相比之下，英伟达必须满足“所有过去与未来客户”的需求。</p><p><strong>特斯拉芯片，两巨头分食</strong></p><p>特斯拉首席执行官埃隆·马斯克在当地时间22日举行的公司第三季度财报电话会议上表示：“我想彻底澄清一点：AI5芯片将由<a href=\"https://laohu8.com/S/TSM\">台积电</a>和<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>共同生产。”此前，科技行业普遍认为，特斯拉既然将目前的AI4芯片委托给<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>代工，那么AI5芯片也会交给台积电，而AI6芯片则继续由三星代工。然而，马斯克透露AI5芯片的生产将由三星和台积电共同承担，这意味着三星实际上获得了一笔额外的订单。</p><p>特斯拉将部分AI5芯片的生产委托给三星晶圆代工，这具有三大关键意义。首先，这标志着三星晶圆代工技术的复苏。此前，由于良率低和性能问题，三星晶圆代工一直难以获得客户。三星于2022年开始采用GAA（Gate-All-Around，全方位栅极）工艺技术打造3纳米晶圆代工厂，放弃了原有的FinFET工艺。然而，良率（合格产品的比例）低于预期，量产计划也遭遇延误。甚至连原计划用于三星Galaxy S25的移动应用处理器Exynos 2500，也因良率低导致的供应问题而被<a href=\"https://laohu8.com/S/QCOM\">高通</a>芯片完全取代。客户流失，三星晶圆代工业务陷入困境。一位业内人士评论道：“三星曾凭借市场需求和B2B销售成为全球存储半导体领域的领导者，但在晶圆代工领域，却在交货期限管理和客户关系方面犯了错误。”</p><p>面对危机，三星将重心从追求速度转向巩固技术。它将原计划于2027年实现量产的1.4纳米工艺推迟到2029年，并集中精力提升2纳米工艺的良率。据科技行业人士透露，三星2纳米工艺的良率目前已提升至55%至60%。该公司计划在年底前将良率提升至70%。</p><p>第二个含义是，在先进半导体竞争激烈的背景下，特斯拉正在抢占先机，确保与三星晶圆代工厂的合作。马斯克强调，将AI5芯片的生产分配给三星和台积电，旨在“确保AI5芯片的充足供应”。目前，科技行业正竞相投资人工智能基础设施。在全球范围内，只有台积电、三星和英特尔能够采用3纳米以下的先进工艺生产芯片。考虑到英特尔尚未实现3纳米以下芯片的量产，台积电和三星仍然是企业唯一可靠的供应商。</p><p>科技行业猜测，特斯拉将AI5订单分配给台积电和三星的决定可能是一项战略举措，旨在确保三星闲置的晶圆生产线得到充分利用。台积电订单爆满，难以承接更多客户，而三星的生产线则相对空闲。特斯拉通过优先获得三星的产能，意在掌控AI芯片的供应。马斯克指出：“剩余的AI5芯片可以用于数据中心和其他应用。”</p><p>一些科技行业人士认为，台积电近期提价对三星来说是个好消息。据报道，台积电计划将其2纳米晶圆的生产成本较上一代产品提高约50%。受此影响，高通和联发科等公司正在考虑将三星晶圆代工作为替代方案。一位业内人士表示：“据称高通正在与三星合作测试样品，而三星则积极降价以争取客户，力图扭转颓势。”</p></body></html>","source":"bdthygc","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特斯拉将建一座晶圆厂\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-07 09:44 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/P8q_Jt9Hw9YhPRXhXJrEcA><strong>半导体行业观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉CEO马斯克周四(6 日) 盘后于股东大会上表示，随着自动驾驶与机器人应用快速扩张，特斯拉需要自行建造一座大型晶圆厂，以满足未来庞大的运算需求，并透露公司可能与芯片大厂英特尔展开合作。消息公布后，英特尔闻讯大涨近4%。马斯克指出，特斯拉未来芯片制造将分散于台湾、南韩、亚利桑那州与德州等地，作为全球供应链的一部分。然而，马斯克认为，光靠外部供应仍不足以支撑公司AI 与自驾技术长期发展，因此...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/P8q_Jt9Hw9YhPRXhXJrEcA\">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/8c95dc9b62af63b498dce2238fb18ba3","relate_stocks":{"LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","BK4581":"高盛持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","BK4543":"AI","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) 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GLOBAL INCOME \"AMG\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","INTC":"英特尔"},"source_url":"https://mp.weixin.qq.com/s/P8q_Jt9Hw9YhPRXhXJrEcA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2581028746","content_text":"特斯拉CEO马斯克周四(6 日) 盘后于股东大会上表示，随着自动驾驶与机器人应用快速扩张，特斯拉需要自行建造一座大型晶圆厂，以满足未来庞大的运算需求，并透露公司可能与芯片大厂英特尔展开合作。消息公布后，英特尔闻讯大涨近4%。马斯克指出，特斯拉未来芯片制造将分散于台湾、南韩、亚利桑那州与德州等地，作为全球供应链的一部分。然而，马斯克认为，光靠外部供应仍不足以支撑公司AI 与自驾技术长期发展，因此特斯拉“可能”将不得不自行建造一座“超大型晶圆厂”。马斯克说，若不如此，将无法取得公司所需的大量芯片供应。他强调：“这件事非做不可。”马斯克透露，目前特斯拉正全力投入芯片研发，“你可以看得出来，我现在对芯片片极度着迷。”马斯克称，特斯拉目前尚未与任何公司签约，但“大概有必要与英特尔进行讨论”。受此消息激励，英特尔周四盘后一度闻讯大涨近4%。马斯克还提及特斯拉与英伟达的差异。他表示，特斯拉需要大量“成本低、功耗低”的芯片，以支援旗下人形机器人与自驾车的运算需求，意味特斯拉可专注为自家软件量身打造芯片，相比之下，英伟达必须满足“所有过去与未来客户”的需求。特斯拉芯片，两巨头分食特斯拉首席执行官埃隆·马斯克在当地时间22日举行的公司第三季度财报电话会议上表示：“我想彻底澄清一点：AI5芯片将由台积电和三星电子共同生产。”此前，科技行业普遍认为，特斯拉既然将目前的AI4芯片委托给三星代工，那么AI5芯片也会交给台积电，而AI6芯片则继续由三星代工。然而，马斯克透露AI5芯片的生产将由三星和台积电共同承担，这意味着三星实际上获得了一笔额外的订单。特斯拉将部分AI5芯片的生产委托给三星晶圆代工，这具有三大关键意义。首先，这标志着三星晶圆代工技术的复苏。此前，由于良率低和性能问题，三星晶圆代工一直难以获得客户。三星于2022年开始采用GAA（Gate-All-Around，全方位栅极）工艺技术打造3纳米晶圆代工厂，放弃了原有的FinFET工艺。然而，良率（合格产品的比例）低于预期，量产计划也遭遇延误。甚至连原计划用于三星Galaxy S25的移动应用处理器Exynos 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href=\"https://laohu8.com/S/NVDA\">英伟达</a>的差异。他表示，特斯拉需要大量“成本低、功耗低”的芯片，以支援旗下人形机器人与自驾车的运算需求，意味特斯拉可专注为自家软件量身打造芯片，相比之下，英伟达必须满足“所有过去与未来客户”的需求。</p><p><strong>特斯拉芯片，两巨头分食</strong></p><p>特斯拉首席执行官埃隆·马斯克在当地时间22日举行的公司第三季度财报电话会议上表示：“我想彻底澄清一点：AI5芯片将由<a href=\"https://laohu8.com/S/TSM\">台积电</a>和<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>共同生产。”此前，科技行业普遍认为，特斯拉既然将目前的AI4芯片委托给<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>代工，那么AI5芯片也会交给台积电，而AI6芯片则继续由三星代工。然而，马斯克透露AI5芯片的生产将由三星和台积电共同承担，这意味着三星实际上获得了一笔额外的订单。</p><p>特斯拉将部分AI5芯片的生产委托给三星晶圆代工，这具有三大关键意义。首先，这标志着三星晶圆代工技术的复苏。此前，由于良率低和性能问题，三星晶圆代工一直难以获得客户。三星于2022年开始采用GAA（Gate-All-Around，全方位栅极）工艺技术打造3纳米晶圆代工厂，放弃了原有的FinFET工艺。然而，良率（合格产品的比例）低于预期，量产计划也遭遇延误。甚至连原计划用于三星Galaxy S25的移动应用处理器Exynos 2500，也因良率低导致的供应问题而被<a href=\"https://laohu8.com/S/QCOM\">高通</a>芯片完全取代。客户流失，三星晶圆代工业务陷入困境。一位业内人士评论道：“三星曾凭借市场需求和B2B销售成为全球存储半导体领域的领导者，但在晶圆代工领域，却在交货期限管理和客户关系方面犯了错误。”</p><p>面对危机，三星将重心从追求速度转向巩固技术。它将原计划于2027年实现量产的1.4纳米工艺推迟到2029年，并集中精力提升2纳米工艺的良率。据科技行业人士透露，三星2纳米工艺的良率目前已提升至55%至60%。该公司计划在年底前将良率提升至70%。</p><p>第二个含义是，在先进半导体竞争激烈的背景下，特斯拉正在抢占先机，确保与三星晶圆代工厂的合作。马斯克强调，将AI5芯片的生产分配给三星和台积电，旨在“确保AI5芯片的充足供应”。目前，科技行业正竞相投资人工智能基础设施。在全球范围内，只有台积电、三星和英特尔能够采用3纳米以下的先进工艺生产芯片。考虑到英特尔尚未实现3纳米以下芯片的量产，台积电和三星仍然是企业唯一可靠的供应商。</p><p>科技行业猜测，特斯拉将AI5订单分配给台积电和三星的决定可能是一项战略举措，旨在确保三星闲置的晶圆生产线得到充分利用。台积电订单爆满，难以承接更多客户，而三星的生产线则相对空闲。特斯拉通过优先获得三星的产能，意在掌控AI芯片的供应。马斯克指出：“剩余的AI5芯片可以用于数据中心和其他应用。”</p><p>一些科技行业人士认为，台积电近期提价对三星来说是个好消息。据报道，台积电计划将其2纳米晶圆的生产成本较上一代产品提高约50%。受此影响，高通和联发科等公司正在考虑将三星晶圆代工作为替代方案。一位业内人士表示：“据称高通正在与三星合作测试样品，而三星则积极降价以争取客户，力图扭转颓势。”</p></body></html>","source":"bdthygc","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特斯拉将建一座晶圆厂\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-07 09:44 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/P8q_Jt9Hw9YhPRXhXJrEcA><strong>半导体行业观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉CEO马斯克周四(6 日) 盘后于股东大会上表示，随着自动驾驶与机器人应用快速扩张，特斯拉需要自行建造一座大型晶圆厂，以满足未来庞大的运算需求，并透露公司可能与芯片大厂英特尔展开合作。消息公布后，英特尔闻讯大涨近4%。马斯克指出，特斯拉未来芯片制造将分散于台湾、南韩、亚利桑那州与德州等地，作为全球供应链的一部分。然而，马斯克认为，光靠外部供应仍不足以支撑公司AI 与自驾技术长期发展，因此...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/P8q_Jt9Hw9YhPRXhXJrEcA\">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/8c95dc9b62af63b498dce2238fb18ba3","relate_stocks":{"LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","BK4581":"高盛持仓","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","BK4543":"AI","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) 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GROWTH  \"AG\" (USD) ACC","BK4612":"AI芯片","BK4588":"碎股","BK4550":"红杉资本持仓","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4574":"无人驾驶","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","BK4598":"佩洛西持仓","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","BK4551":"寇图资本持仓","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","INTC":"英特尔"},"source_url":"https://mp.weixin.qq.com/s/P8q_Jt9Hw9YhPRXhXJrEcA","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2581028746","content_text":"特斯拉CEO马斯克周四(6 日) 盘后于股东大会上表示，随着自动驾驶与机器人应用快速扩张，特斯拉需要自行建造一座大型晶圆厂，以满足未来庞大的运算需求，并透露公司可能与芯片大厂英特尔展开合作。消息公布后，英特尔闻讯大涨近4%。马斯克指出，特斯拉未来芯片制造将分散于台湾、南韩、亚利桑那州与德州等地，作为全球供应链的一部分。然而，马斯克认为，光靠外部供应仍不足以支撑公司AI 与自驾技术长期发展，因此特斯拉“可能”将不得不自行建造一座“超大型晶圆厂”。马斯克说，若不如此，将无法取得公司所需的大量芯片供应。他强调：“这件事非做不可。”马斯克透露，目前特斯拉正全力投入芯片研发，“你可以看得出来，我现在对芯片片极度着迷。”马斯克称，特斯拉目前尚未与任何公司签约，但“大概有必要与英特尔进行讨论”。受此消息激励，英特尔周四盘后一度闻讯大涨近4%。马斯克还提及特斯拉与英伟达的差异。他表示，特斯拉需要大量“成本低、功耗低”的芯片，以支援旗下人形机器人与自驾车的运算需求，意味特斯拉可专注为自家软件量身打造芯片，相比之下，英伟达必须满足“所有过去与未来客户”的需求。特斯拉芯片，两巨头分食特斯拉首席执行官埃隆·马斯克在当地时间22日举行的公司第三季度财报电话会议上表示：“我想彻底澄清一点：AI5芯片将由台积电和三星电子共同生产。”此前，科技行业普遍认为，特斯拉既然将目前的AI4芯片委托给三星代工，那么AI5芯片也会交给台积电，而AI6芯片则继续由三星代工。然而，马斯克透露AI5芯片的生产将由三星和台积电共同承担，这意味着三星实际上获得了一笔额外的订单。特斯拉将部分AI5芯片的生产委托给三星晶圆代工，这具有三大关键意义。首先，这标志着三星晶圆代工技术的复苏。此前，由于良率低和性能问题，三星晶圆代工一直难以获得客户。三星于2022年开始采用GAA（Gate-All-Around，全方位栅极）工艺技术打造3纳米晶圆代工厂，放弃了原有的FinFET工艺。然而，良率（合格产品的比例）低于预期，量产计划也遭遇延误。甚至连原计划用于三星Galaxy S25的移动应用处理器Exynos 2500，也因良率低导致的供应问题而被高通芯片完全取代。客户流失，三星晶圆代工业务陷入困境。一位业内人士评论道：“三星曾凭借市场需求和B2B销售成为全球存储半导体领域的领导者，但在晶圆代工领域，却在交货期限管理和客户关系方面犯了错误。”面对危机，三星将重心从追求速度转向巩固技术。它将原计划于2027年实现量产的1.4纳米工艺推迟到2029年，并集中精力提升2纳米工艺的良率。据科技行业人士透露，三星2纳米工艺的良率目前已提升至55%至60%。该公司计划在年底前将良率提升至70%。第二个含义是，在先进半导体竞争激烈的背景下，特斯拉正在抢占先机，确保与三星晶圆代工厂的合作。马斯克强调，将AI5芯片的生产分配给三星和台积电，旨在“确保AI5芯片的充足供应”。目前，科技行业正竞相投资人工智能基础设施。在全球范围内，只有台积电、三星和英特尔能够采用3纳米以下的先进工艺生产芯片。考虑到英特尔尚未实现3纳米以下芯片的量产，台积电和三星仍然是企业唯一可靠的供应商。科技行业猜测，特斯拉将AI5订单分配给台积电和三星的决定可能是一项战略举措，旨在确保三星闲置的晶圆生产线得到充分利用。台积电订单爆满，难以承接更多客户，而三星的生产线则相对空闲。特斯拉通过优先获得三星的产能，意在掌控AI芯片的供应。马斯克指出：“剩余的AI5芯片可以用于数据中心和其他应用。”一些科技行业人士认为，台积电近期提价对三星来说是个好消息。据报道，台积电计划将其2纳米晶圆的生产成本较上一代产品提高约50%。受此影响，高通和联发科等公司正在考虑将三星晶圆代工作为替代方案。一位业内人士表示：“据称高通正在与三星合作测试样品，而三星则积极降价以争取客户，力图扭转颓势。”","news_type":1,"symbols_score_info":{"INTC":0.9,"TSLA":1.5}},"isVote":1,"tweetType":1,"viewCount":4388,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563357612600728","authorId":"3563357612600728","name":"Johnsonk","avatar":"https://static.tigerbbs.com/8d6ab73351a61f0c3e887a3cffcf2aa2","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3563357612600728","idStr":"3563357612600728"},"content":"可能是川普让他这么说的，毕竟政府入股","text":"可能是川普让他这么说的，毕竟政府入股","html":"可能是川普让他这么说的，毕竟政府入股"},{"author":{"id":"4152449096929562","authorId":"4152449096929562","name":"心機之蛙","avatar":"https://static.tigerbbs.com/0802e7428db8284a82acd6b5b2dd48f9","crmLevel":4,"crmLevelSwitch":1,"authorIdStr":"4152449096929562","idStr":"4152449096929562"},"content":"今天收盘前都能保持绿的就是好样的了","text":"今天收盘前都能保持绿的就是好样的了","html":"今天收盘前都能保持绿的就是好样的了"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}