台湾的分析师，当然诋_老虎社区_美港股上老虎

2021-03-24

台湾的分析师，当然诋毁Intel

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

來日方長
2021-03-24
來日方長
Andrew Lu 不是小角色

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":351645470,"tweetId":"351645470","gmtCreate":1616595175790,"gmtModify":1616595175790,"author":{"id":3503493416332673,"authorId":3503493416332673,"authorIdStr":"3503493416332673","name":"lebaron","avatar":"https://static.tigerbbs.com/420719b648235f1f28bd6d823b937172","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":30,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>台湾的分析师，当然诋毁Intel</p></body></html>","htmlText":"<html><head></head><body><p>台湾的分析师，当然诋毁Intel</p></body></html>","text":"台湾的分析师，当然诋毁Intel","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/351645470","repostId":2121133459,"repostType":2,"repost":{"id":"2121133459","pubTimestamp":1616571600,"share":"https://www.laohu8.com/m/news/2121133459?lang=&edition=full","pubTime":"2021-03-24 15:40","market":"us","language":"zh","title":"英特尔抢攻晶圆代工市场？陆行之：AMD、高通不会找竞争者代工","url":"https://stock-news.laohu8.com/highlight/detail?id=2121133459","media":"C114通信网","summary":"英特尔日前宣布将投资200亿美元在美国亚利桑那州建设两座全新的晶圆厂，还将设立专门的“代工服务部”，为外部半导体公司代工制造芯片。陆行之强调，英特尔的代工只能服务系统客户，AMD、高通、博通、英伟达怎么会找竞争者代工。对于英特尔决定扩新厂抢攻晶圆代工市场的消息，力积电董事长黄崇仁表示，“I don't even care！做代工一定要专业，英特尔有自己的产品，要如何与台积电竞争，要拼过台积电不可能。”","content":"<html><body><article><p><a href=\"https://laohu8.com/S/INTC\">英特尔</a>日前宣布将投资200亿美元在美国亚利桑那州建设两座全新的晶圆厂，还将设立专门的“代工服务部”，为外部半导体公司代工制造芯片。</p><p>据台媒经济日报消息，半导体资深评论家陆行之指出，英特尔宣布要跟<a href=\"https://laohu8.com/S/TSM\">台积电</a>对干，继续拼先进制程工艺，消息一公布推升英特尔股价大涨6~7%；但是，陆行之认为，杰辛格搞错了方向。</p><p>陆行之强调，英特尔的代工只能服务系统客户，<a href=\"https://laohu8.com/S/AMD\">AMD</a>、<a href=\"https://laohu8.com/S/QCOM\">高通</a>、<a href=\"https://laohu8.com/S/AVGO\">博通</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>怎么会找竞争者代工。他表示，英特尔要不就把半导体制造分割，这样才有魄力。</p><p>对于英特尔决定扩新厂抢攻晶圆代工市场的消息，力积电董事长黄崇仁表示，“I don't even care！做代工一定要专业，英特尔有自己的产品，要如何与台积电竞争，要拼过台积电不可能。”</p><p>不过也有学者表示，英特尔此举短期内不会产生影响，长期会影响到中国台湾地区的本地生产态势。</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>英特尔抢攻晶圆代工市场？陆行之：AMD、高通不会找竞争者代工</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英特尔抢攻晶圆代工市场？陆行之：AMD、高通不会找竞争者代工\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-24 15:40 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103241541137877739e&s=b><strong>C114通信网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英特尔日前宣布将投资200亿美元在美国亚利桑那州建设两座全新的晶圆厂，还将设立专门的“代工服务部”，为外部半导体公司代工制造芯片。据台媒经济日报消息，半导体资深评论家陆行之指出，英特尔宣布要跟台积电对干，继续拼先进制程工艺，消息一公布推升英特尔股价大涨6~7%；但是，陆行之认为，杰辛格搞错了方向。陆行之强调，英特尔的代工只能服务系统客户，AMD、高通、博通、英伟达怎么会找竞争者代工。他表示，英特尔...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103241541137877739e&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0b841f5eda278b95023e7905323fa0be","relate_stocks":{"INTC":"英特尔","09086":"华夏纳指-U","03086":"华夏纳指","AMD":"美国超微公司","QCOM":"高通"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202103241541137877739e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2121133459","content_text":"英特尔日前宣布将投资200亿美元在美国亚利桑那州建设两座全新的晶圆厂，还将设立专门的“代工服务部”，为外部半导体公司代工制造芯片。据台媒经济日报消息，半导体资深评论家陆行之指出，英特尔宣布要跟台积电对干，继续拼先进制程工艺，消息一公布推升英特尔股价大涨6~7%；但是，陆行之认为，杰辛格搞错了方向。陆行之强调，英特尔的代工只能服务系统客户，AMD、高通、博通、英伟达怎么会找竞争者代工。他表示，英特尔要不就把半导体制造分割，这样才有魄力。对于英特尔决定扩新厂抢攻晶圆代工市场的消息，力积电董事长黄崇仁表示，“I don't even care！做代工一定要专业，英特尔有自己的产品，要如何与台积电竞争，要拼过台积电不可能。”不过也有学者表示，英特尔此举短期内不会产生影响，长期会影响到中国台湾地区的本地生产态势。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2243,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["INTC"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":26,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":3872582,"gmtCreate":1616596245667,"gmtModify":1616596245667,"authorId":3446452619999034,"author":{"id":3446452619999034,"authorId":3446452619999034,"name":"來日方長","avatar":"https://static.tigerbbs.com/3be9845ca3a8c19c28fa4d17c027493a","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":351645470,"type":1,"supId":0,"prevId":0,"content":"<p><strong>Andrew Lu 不是小角色</strong></p>","text":"<p><strong>Andrew Lu 不是小角色</strong></p>","html":"<p><strong>Andrew Lu 不是小角色</strong></p>","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/351645470"}