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火火兔爸
2025-01-08
$Palantir Technologies Inc.(PLTR)$
空仓等周五非农数据
火火兔爸
01-23 16:27
$英特尔(INTC)$
但是由于台积电产能受限,英特尔是不得不选择的唯二。
火火兔爸
2025-10-17
$Palantir Technologies Inc.(PLTR)$
美国地区银行危机再现?一小银行计提5000万美元减值 金十数据10月17日讯,美国地区银行再现危机,拖累银行股价大跌,两家美国银行先后表示,向投资不良商业抵押贷款的基金提供贷款时遭受诈骗,加剧市场对信贷危机的担忧。Zions Bancorp(齐昂银行)股价一度跌15%,公司披露其全资子公司圣地亚哥加州银行与信托承销的一笔贷款计提了5000万美元的减值费用。Western Alliance Bancorp(西联银行)股价一度跌13%,公司亦表示曾向同一借款人提供贷款。Zions在一项诉讼中表示,加州银行与信托被两个与Andrew Stupin和Gerald Marcil等人相关的投资基金拖欠款项。根据诉讼,加州银行与信托在2016年和2017年向这些借款人提供了总额超过6000万美元的两项循环信贷额度,用于资助其购买不良商业抵押贷款。但经过调查,该银行发现许多票据和相关物业已被转移至其他实体。根据诉讼,这些物业已被没收及即将被没收。受此消息影响,美股KBW银行指数收跌3.6%。
火火兔爸
2025-11-10
$Palantir Technologies Inc.(PLTR)$
pltr赚到的牌牌收到了还挺重,要是金的就好了。[开心]
火火兔爸
2024-06-27
已移仓亚马逊
火火兔爸
2024-03-18
$亚马逊(AMZN)$
破不破都行,坚定持有老虎送的0.1股特斯拉,看看能翻出什么幺蛾子
火火兔爸
2025-05-29
作者没看懂pltr,应该对标微软
Palantir年内暴涨63%,领涨纳斯达克100指数,目前是阶段高点吗?
火火兔爸
2025-11-22
$礼来(LLY)$
$Palantir Technologies Inc.(PLTR)$
$英伟达(NVDA)$
感谢英伟达pltr和礼来共同促使我三年一个月达成五百倍收益
火火兔爸
2024-01-26
晒晒收益,只做正股不搞期权
$英伟达(NVDA)$
火火兔爸
2025-11-17
$礼来(LLY)$
明年二月美联储将下场购债
火火兔爸
2024-06-05
$英伟达(NVDA)$
更新收益
火火兔爸
2024-02-15
$英伟达(NVDA)$
嗮收益
火火兔爸
2024-06-21
$英伟达(NVDA)$
交易性情绪化回调加仓好机会。
火火兔爸
2024-06-21
$英伟达(NVDA)$
做期权的真可怜
火火兔爸
2023-11-02
$礼来(LLY)$
礼来在去年下半年推出的重磅降糖药tirzepatide(替尔泊肽,商品名为Mounjaro®)的收入数据极为耀眼,营收较上年同期同比大涨650%。
火火兔爸
2025-12-23
$特斯拉(TSLA)$
spacex透支了
火火兔爸
2024-05-24
$英伟达(NVDA)$
更新收益率
火火兔爸
2024-07-11
$英伟达(NVDA)$
兄弟们,我回来了,一起冲锋150
火火兔爸
01-23 16:26
$英特尔(INTC)$
良率依然在爬坡等二季度财报再说
去老虎APP查看更多动态
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良率每个月7到8个点的提升,年底达产啊,说良率不达标是不是有点凡尔赛啊。看开盘市场怎么解读","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/524994640375808","isVote":1,"tweetType":1,"viewCount":1009,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":5,"crmLevelSwitch":0,"idStr":"3512032956627506","authorIdStr":"3512032956627506"},"content":"目前是还在和台积电竞争14a呢,很难讲会不会成功,但是起码不是垫底。","text":"目前是还在和台积电竞争14a呢,很难讲会不会成功,但是起码不是垫底。","html":"目前是还在和台积电竞争14a呢,很难讲会不会成功,但是起码不是垫底。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524950299004928,"gmtCreate":1769166530264,"gmtModify":1769166532458,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"title":"","htmlText":"看了具体内容并没有预期的那么糟糕","listText":"看了具体内容并没有预期的那么糟糕","text":"看了具体内容并没有预期的那么糟糕","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524950299004928","repostId":"2605447653","repostType":2,"repost":{"id":"2605447653","kind":"news","pubTimestamp":1769160959,"share":"https://www.laohu8.com/m/news/2605447653?lang=zh_CN&edition=full","pubTime":"2026-01-23 17:35","market":"us","language":"zh","title":"英特尔将 PC 处理器产能分配给服务器 CPU,Panther Lake、Arrow Lake 等产品不受影响","url":"https://stock-news.laohu8.com/highlight/detail?id=2605447653","media":"IT之家","summary":"英特尔首席财务官 David Zinsner 在第四季度财报电话会议上解释了下调业绩展望原因:DCAI和 CCG两个部门都会受到供应限制的影响。简单来说,英特尔目前使用 Intel 7、Intel 3 工艺来生产最新的服务器端至强处理器“Granite Rapids”、“Sierra Forest”。而这些工艺节点如今会被重新分配给 DCAI 事业部,导致 CCG 部门的供给减少。不过值得注意的是,CCG 部门最新款“Panther Lake”处理器采用的是 18A 工艺,因此不会受到此次调整影响,且 Arrow Lake 等处理器实际上是在台积电生产,因此也不会受到影响。","content":"<html><body><article><p>IT之家 1 月 23 日消息,据科技媒体 TechPower Up 今天报道,<a href=\"https://laohu8.com/S/INTC\">英特尔</a>于昨日美股收盘后公布了 2025 年第四季度财报以及全年财报,同时给出了低于市场预期的 2026 年第一季度业绩指引。受此影响,<strong>公司股价预计在今天开盘时下跌约 11%</strong>。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260123173930947d1527q44it6vbp6\"/><p>英特尔首席财务官 David Zinsner 在第四季度财报电话会议上解释了下调业绩展望原因:</p><p>DCAI(数据中心与人工智能事业群)和 CCG(用户端运算事业群)两个部门都会受到供应限制的影响。我们正在尽可能将更多资源转向数据中心以满足需求,<strong>但我们也不可能完全放弃普通客户市场</strong>。</p><p>因此我们正在尽最大努力同时支持这两个领域,并逐步解决当前供应问题。</p><p>我相信第一季度将是最低点,第二季度的供应情况会有所改善。这其中的部分挑战在于,去年第三、第四季度我们主要依赖产能供应,同时还有相当多成品库存可以消化。不过今年的情况不一样,<strong>目前的库存水平已下降至巅峰时期的 40%</strong>。</p><p>简单来说,英特尔目前使用 Intel 7、Intel 3 工艺来生产最新的服务器端至强处理器“Granite Rapids”、“Sierra Forest”。<strong>而这些工艺节点如今会被重新分配给 DCAI 事业部</strong>,<strong>导致 CCG 部门的供给减少</strong>。</p><p>不过值得注意的是,<strong>CCG 部门最新款“Panther Lake”处理器采用的是 18A 工艺</strong>,因此不会受到此次调整影响,且 Arrow Lake 等处理器实际上是在<a href=\"https://laohu8.com/S/TSM\">台积电</a>生产,因此也不会受到影响。</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>英特尔将 PC 处理器产能分配给服务器 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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英特尔将 PC 处理器产能分配给服务器 CPU,Panther Lake、Arrow Lake 等产品不受影响\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-23 17:35 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260123174103a44de503&s=b><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT之家 1 月 23 日消息,据科技媒体 TechPower Up 今天报道,英特尔于昨日美股收盘后公布了 2025 年第四季度财报以及全年财报,同时给出了低于市场预期的 2026 年第一季度业绩指引。受此影响,公司股价预计在今天开盘时下跌约 11%。英特尔首席财务官 David Zinsner 在第四季度财报电话会议上解释了下调业绩展望原因:DCAI(数据中心与人工智能事业群)和 CCG(...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260123174103a44de503&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":{"BK4575":"芯片概念","BK4535":"淡马锡持仓","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","BK4515":"5G概念","BK4209":"餐馆","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4529":"IDC概念","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","BK4579":"人工智能","BK4588":"碎股","BK4550":"红杉资本持仓","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","BK4605":"半导体精选","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","INTC":"英特尔","BK4554":"元宇宙及AR概念","BK4612":"AI芯片","BK4527":"明星科技股","BK4543":"AI","BK4512":"苹果概念","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","BK4602":"量子计算概念","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260123174103a44de503&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2605447653","content_text":"IT之家 1 月 23 日消息,据科技媒体 TechPower Up 今天报道,英特尔于昨日美股收盘后公布了 2025 年第四季度财报以及全年财报,同时给出了低于市场预期的 2026 年第一季度业绩指引。受此影响,公司股价预计在今天开盘时下跌约 11%。英特尔首席财务官 David Zinsner 在第四季度财报电话会议上解释了下调业绩展望原因:DCAI(数据中心与人工智能事业群)和 CCG(用户端运算事业群)两个部门都会受到供应限制的影响。我们正在尽可能将更多资源转向数据中心以满足需求,但我们也不可能完全放弃普通客户市场。因此我们正在尽最大努力同时支持这两个领域,并逐步解决当前供应问题。我相信第一季度将是最低点,第二季度的供应情况会有所改善。这其中的部分挑战在于,去年第三、第四季度我们主要依赖产能供应,同时还有相当多成品库存可以消化。不过今年的情况不一样,目前的库存水平已下降至巅峰时期的 40%。简单来说,英特尔目前使用 Intel 7、Intel 3 工艺来生产最新的服务器端至强处理器“Granite Rapids”、“Sierra Forest”。而这些工艺节点如今会被重新分配给 DCAI 事业部,导致 CCG 部门的供给减少。不过值得注意的是,CCG 部门最新款“Panther Lake”处理器采用的是 18A 工艺,因此不会受到此次调整影响,且 Arrow Lake 等处理器实际上是在台积电生产,因此也不会受到影响。","news_type":1,"symbols_score_info":{"04335":1.96,"INTC":1.96}},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524853576749368,"gmtCreate":1769164761681,"gmtModify":1769164764542,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 针对外界对18A良率的担忧,陈立武坦言目前的良率虽符合内部计划,但仍未达到其理想预期。 他表示:“我们对无法完全满足市场需求感到失望……良率与我们的内部计划一致,但它们仍然低于我希望达到的水平”。 他还提到18A的良率每月都在改善,目标每月提高7%至8%。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 针对外界对18A良率的担忧,陈立武坦言目前的良率虽符合内部计划,但仍未达到其理想预期。 他表示:“我们对无法完全满足市场需求感到失望……良率与我们的内部计划一致,但它们仍然低于我希望达到的水平”。 他还提到18A的良率每月都在改善,目标每月提高7%至8%。","text":"$英特尔(INTC)$ 针对外界对18A良率的担忧,陈立武坦言目前的良率虽符合内部计划,但仍未达到其理想预期。 他表示:“我们对无法完全满足市场需求感到失望……良率与我们的内部计划一致,但它们仍然低于我希望达到的水平”。 他还提到18A的良率每月都在改善,目标每月提高7%至8%。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524853576749368","isVote":1,"tweetType":1,"viewCount":1479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524853187069328,"gmtCreate":1769164658672,"gmtModify":1769164660848,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524853187069328","repostId":"2605423283","repostType":2,"repost":{"id":"2605423283","kind":"news","pubTimestamp":1769143051,"share":"https://www.laohu8.com/m/news/2605423283?lang=zh_CN&edition=full","pubTime":"2026-01-23 12:37","market":"us","language":"zh","title":"直面AMD Zen6!Intel重申:Nova Lake桌面CPU年底正常发布","url":"https://stock-news.laohu8.com/highlight/detail?id=2605423283","media":"快科技","summary":"快科技1月23日消息,Intel今天正式发布了最新的财报,在重申了其对消费市场的承诺。Intel CEO陈立武指出,受限于全行业的内存供应紧张及价格飙升,Intel目前的客户端CPU库存处于“贫瘠”状态,这可能会限制今年笔记本与桌面市场的出货潜力。其同时确认一代Nova Lake桌面CPU将按计划于2026年底发布,届时会与AMD即将推出的Zen 6 CPU展开竞争。Nova Lake将是英特尔首款采用18A工艺的桌面CPU,而14A工艺将在2027年底进入风险生产,并于2028年全面投产。","content":"<html><body><article><p>快科技1月23日消息,Intel今天正式发布了最新的财报,在重申了其对消费市场的承诺。</p><p>目前数据中心与AI业务正占据Intel更多的晶圆资源,首席财务官David Zinsner表示:<strong>“我们正在尽可能多地将内部晶圆供应转向数据中心,但我们不能完全放弃消费市场。”</strong></p><p>Intel CEO陈立武指出,受限于全行业的内存供应紧张及价格飙升,Intel目前的客户端CPU库存处于“贫瘠(Lean)”状态,这可能会限制今年笔记本与桌面市场的<span>出货</span>潜力。</p><p><strong>其同时确认一代Nova Lake桌面CPU将按计划于2026年底发布,届时会与<a href=\"https://laohu8.com/S/AMD\">AMD</a>即将推出的Zen 6 CPU展开竞争。</strong></p><p>Nova Lake将是<a href=\"https://laohu8.com/S/INTC\">英特尔</a>首款采用18A工艺的桌面CPU,而14A工艺将在2027年底进入风险生产,并于2028年全面投产。</p><p><strong>针对外界对18A良率的担忧,陈立武坦言目前的良率虽符合内部计划,但仍未达到其<a href=\"https://laohu8.com/S/LI\">理想</a>预期。</strong></p><p>他表示:“我们对无法完全满足市场需求感到失望……良率与我们的内部计划一致,但它们仍然低于我希望达到的水平”。</p><p>他还提到18A的良率每月都在改善,目标每月提高7%至8%。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260123123925193d163iznjlnwz9b2\"/></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>直面AMD Zen6!Intel重申:Nova Lake桌面CPU年底正常发布</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260123123929a44caf18&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":{"LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","BK4573":"虚拟现实","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4532":"文艺复兴科技持仓","BK4543":"AI","BK4512":"苹果概念","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","DAMD":"2倍做空AMD ETF-Defiance","LU2355687059.USD":"NORDEA 1 GLOBAL IMPACT \"BP\" (USD) ACC","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH 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href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 但是由于台积电产能受限,英特尔是不得不选择的唯二。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 但是由于台积电产能受限,英特尔是不得不选择的唯二。","text":"$英特尔(INTC)$ 但是由于台积电产能受限,英特尔是不得不选择的唯二。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":8,"repostSize":1,"link":"https://laohu8.com/post/525054956064856","isVote":1,"tweetType":1,"viewCount":2770,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3458349567571181","authorId":"3458349567571181","name":"马虎恶魔号","avatar":"https://static.tigerbbs.com/5309b4545d61bcba8ee06c42836bf26f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3458349567571181","authorIdStr":"3458349567571181"},"content":"对,我认为你说的特别对,但是问题也出现在这儿,这个问题是在于他这东西他做,但他不赚钱 因为现在要分摊它改造生产线的成本,现在问题在这个,所以他盘前大跌。","text":"对,我认为你说的特别对,但是问题也出现在这儿,这个问题是在于他这东西他做,但他不赚钱 因为现在要分摊它改造生产线的成本,现在问题在这个,所以他盘前大跌。","html":"对,我认为你说的特别对,但是问题也出现在这儿,这个问题是在于他这东西他做,但他不赚钱 因为现在要分摊它改造生产线的成本,现在问题在这个,所以他盘前大跌。"},{"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":8,"crmLevelSwitch":0,"idStr":"3563140991934227","authorIdStr":"3563140991934227"},"content":"对的, 只有 中芯可选[开心]","text":"对的, 只有 中芯可选[开心]","html":"对的, 只有 中芯可选[开心]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524821329076904,"gmtCreate":1769156805948,"gmtModify":1769156807848,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 良率依然在爬坡等二季度财报再说","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 良率依然在爬坡等二季度财报再说","text":"$英特尔(INTC)$ 良率依然在爬坡等二季度财报再说","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/524821329076904","isVote":1,"tweetType":1,"viewCount":334,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000348","authorId":"9000000000000348","name":"WillHenry","avatar":"https://static.tigerbbs.com/0ba92b9c59fc0bce34e05548ce24ca50","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000348","authorIdStr":"9000000000000348"},"content":"等财报看看,良率有起色","text":"等财报看看,良率有起色","html":"等财报看看,良率有起色"},{"author":{"id":"9000000000000500","authorId":"9000000000000500","name":"LouisLowell","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000500","authorIdStr":"9000000000000500"},"content":"等财报吧,良率上不来有点悬","text":"等财报吧,良率上不来有点悬","html":"等财报吧,良率上不来有点悬"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524494810633720,"gmtCreate":1769077166107,"gmtModify":1769077168851,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"title":"","htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524494810633720","repostId":"1183443006","repostType":2,"repost":{"id":"1183443006","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":1769072428,"share":"https://www.laohu8.com/m/news/1183443006?lang=zh_CN&edition=full","pubTime":"2026-01-22 17:00","market":"us","language":"zh","title":"为什么2026年服务器CPU供应紧张,英特尔可能比AMD受益更多","url":"https://stock-news.laohu8.com/highlight/detail?id=1183443006","media":"老虎资讯综合","summary":"CPU短缺周期下,竞争逻辑正在向供给端倾斜如果服务器 CPU 市场在 2026 年如预期出现供应趋紧,表面上看,产品力与市占率持续提升的 AMD 似乎是最直接的受益者。过去几年,其在数据中心 CPU 市场不断扩大市占率,并成功推动 ASP 上行。更重要的是,代工模式决定了短缺溢价并非完全由 AMD 独享。","content":"<html><head></head><body><h3 id=\"id_2827895124\">CPU短缺周期下,竞争逻辑正在向供给端倾斜</h3><p>如果服务器 CPU 市场在 2026 年如预期出现供应趋紧,表面上看,产品力与市占率持续提升的 AMD 似乎是最直接的受益者。但在真正的短缺周期中,行业竞争的评判标准往往会发生位移:市场关注的不再只是“谁的产品更强”,而是“谁能多给、给得稳,以及利润最终落在谁的账上”。</p><p>当需求明显超过供给,供给弹性与制造结构的重要性会被迅速放大。在这一框架下,产品优势固然重要,但已不足以决定最终的收益分配。</p><h3 id=\"id_2856936475\">AMD 的天花板:产能与成本的双重约束</h3><p>AMD 的优势依然清晰。过去几年,其在数据中心 CPU 市场不断扩大市占率,并成功推动 ASP 上行。但在短缺环境中,这种优势更容易遭遇制造端的天花板。高端服务器 CPU 高度依赖 TSMC 的先进制程,而相关产能在未来数年已被多方客户提前锁定,使 AMD 即便通过产品排序,将晶圆更多投向高端服务器 SKU,也难以在总量层面实现实质性扩张。</p><p>更重要的是,代工模式决定了短缺溢价并非完全由 AMD 独享。一旦晶圆代工价格上行,部分收益将被上游吸收,削弱利润的边际改善空间。在供给受限的周期里,AMD 更像是在“做对方向”,但缺乏进一步放大的抓手。</p><h3 id=\"id_215236409\">英特尔的优势:制造弹性与选择空间</h3><p>相比之下,英特尔在短缺情景下的优势更偏向结构性。其拥有更为多元的产能扩张路径,即便部分制程节点承压,仍可通过 Intel 3、18A 等自有节点逐步释放服务器 CPU 产能。此外,英特尔过去多年投入建设的大量晶圆厂基础设施,使其在需求确认后,能够更快完成设备导入并上线产能,在供给紧张阶段具备更强的响应能力。</p><p>更重要的是,较高比例的内部制造能力,使英特尔在定价环境改善时,不必与第三方代工厂分享过多溢价,有条件将收益更多留在自身体系内,从而形成利润的叠加效应。</p><h3 id=\"id_691436931\">利润留存能力,拉开短缺周期的差距</h3><p>在短缺环境中,两家公司都会将有限资源从低毛利产品转向高端数据中心市场,以抬升 ASP 和整体利润率。但差异在于,英特尔不仅有机会调整结构,还具备扩大总供给的可能性。更高比例的内部制造能力,也使其无需与第三方代工厂分享过多溢价,从而更容易将价格改善转化为利润叠加。</p><p>正因如此,潜在的服务器 CPU 短缺周期,可能并非单纯延续既有竞争格局,而是一次放大制造弹性与利润分配差异的过程。在这一过程中,英特尔的结构性优势,反而更有可能转化为实际的业绩弹性。</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>为什么2026年服务器CPU供应紧张,英特尔可能比AMD受益更多</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为什么2026年服务器CPU供应紧张,英特尔可能比AMD受益更多\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\">2026-01-22 17:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h3 id=\"id_2827895124\">CPU短缺周期下,竞争逻辑正在向供给端倾斜</h3><p>如果服务器 CPU 市场在 2026 年如预期出现供应趋紧,表面上看,产品力与市占率持续提升的 AMD 似乎是最直接的受益者。但在真正的短缺周期中,行业竞争的评判标准往往会发生位移:市场关注的不再只是“谁的产品更强”,而是“谁能多给、给得稳,以及利润最终落在谁的账上”。</p><p>当需求明显超过供给,供给弹性与制造结构的重要性会被迅速放大。在这一框架下,产品优势固然重要,但已不足以决定最终的收益分配。</p><h3 id=\"id_2856936475\">AMD 的天花板:产能与成本的双重约束</h3><p>AMD 的优势依然清晰。过去几年,其在数据中心 CPU 市场不断扩大市占率,并成功推动 ASP 上行。但在短缺环境中,这种优势更容易遭遇制造端的天花板。高端服务器 CPU 高度依赖 TSMC 的先进制程,而相关产能在未来数年已被多方客户提前锁定,使 AMD 即便通过产品排序,将晶圆更多投向高端服务器 SKU,也难以在总量层面实现实质性扩张。</p><p>更重要的是,代工模式决定了短缺溢价并非完全由 AMD 独享。一旦晶圆代工价格上行,部分收益将被上游吸收,削弱利润的边际改善空间。在供给受限的周期里,AMD 更像是在“做对方向”,但缺乏进一步放大的抓手。</p><h3 id=\"id_215236409\">英特尔的优势:制造弹性与选择空间</h3><p>相比之下,英特尔在短缺情景下的优势更偏向结构性。其拥有更为多元的产能扩张路径,即便部分制程节点承压,仍可通过 Intel 3、18A 等自有节点逐步释放服务器 CPU 产能。此外,英特尔过去多年投入建设的大量晶圆厂基础设施,使其在需求确认后,能够更快完成设备导入并上线产能,在供给紧张阶段具备更强的响应能力。</p><p>更重要的是,较高比例的内部制造能力,使英特尔在定价环境改善时,不必与第三方代工厂分享过多溢价,有条件将收益更多留在自身体系内,从而形成利润的叠加效应。</p><h3 id=\"id_691436931\">利润留存能力,拉开短缺周期的差距</h3><p>在短缺环境中,两家公司都会将有限资源从低毛利产品转向高端数据中心市场,以抬升 ASP 和整体利润率。但差异在于,英特尔不仅有机会调整结构,还具备扩大总供给的可能性。更高比例的内部制造能力,也使其无需与第三方代工厂分享过多溢价,从而更容易将价格改善转化为利润叠加。</p><p>正因如此,潜在的服务器 CPU 短缺周期,可能并非单纯延续既有竞争格局,而是一次放大制造弹性与利润分配差异的过程。在这一过程中,英特尔的结构性优势,反而更有可能转化为实际的业绩弹性。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/430766a70931fe3b3b0452828d7ba200","relate_stocks":{"INTC":"英特尔","AMD":"美国超微公司"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183443006","content_text":"CPU短缺周期下,竞争逻辑正在向供给端倾斜如果服务器 CPU 市场在 2026 年如预期出现供应趋紧,表面上看,产品力与市占率持续提升的 AMD 似乎是最直接的受益者。但在真正的短缺周期中,行业竞争的评判标准往往会发生位移:市场关注的不再只是“谁的产品更强”,而是“谁能多给、给得稳,以及利润最终落在谁的账上”。当需求明显超过供给,供给弹性与制造结构的重要性会被迅速放大。在这一框架下,产品优势固然重要,但已不足以决定最终的收益分配。AMD 的天花板:产能与成本的双重约束AMD 的优势依然清晰。过去几年,其在数据中心 CPU 市场不断扩大市占率,并成功推动 ASP 上行。但在短缺环境中,这种优势更容易遭遇制造端的天花板。高端服务器 CPU 高度依赖 TSMC 的先进制程,而相关产能在未来数年已被多方客户提前锁定,使 AMD 即便通过产品排序,将晶圆更多投向高端服务器 SKU,也难以在总量层面实现实质性扩张。更重要的是,代工模式决定了短缺溢价并非完全由 AMD 独享。一旦晶圆代工价格上行,部分收益将被上游吸收,削弱利润的边际改善空间。在供给受限的周期里,AMD 更像是在“做对方向”,但缺乏进一步放大的抓手。英特尔的优势:制造弹性与选择空间相比之下,英特尔在短缺情景下的优势更偏向结构性。其拥有更为多元的产能扩张路径,即便部分制程节点承压,仍可通过 Intel 3、18A 等自有节点逐步释放服务器 CPU 产能。此外,英特尔过去多年投入建设的大量晶圆厂基础设施,使其在需求确认后,能够更快完成设备导入并上线产能,在供给紧张阶段具备更强的响应能力。更重要的是,较高比例的内部制造能力,使英特尔在定价环境改善时,不必与第三方代工厂分享过多溢价,有条件将收益更多留在自身体系内,从而形成利润的叠加效应。利润留存能力,拉开短缺周期的差距在短缺环境中,两家公司都会将有限资源从低毛利产品转向高端数据中心市场,以抬升 ASP 和整体利润率。但差异在于,英特尔不仅有机会调整结构,还具备扩大总供给的可能性。更高比例的内部制造能力,也使其无需与第三方代工厂分享过多溢价,从而更容易将价格改善转化为利润叠加。正因如此,潜在的服务器 CPU 短缺周期,可能并非单纯延续既有竞争格局,而是一次放大制造弹性与利润分配差异的过程。在这一过程中,英特尔的结构性优势,反而更有可能转化为实际的业绩弹性。","news_type":1,"symbols_score_info":{"AMD":2,"INTC":2}},"isVote":1,"tweetType":1,"viewCount":9,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524189750567472,"gmtCreate":1768952195991,"gmtModify":1768952218224,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> 还好冲高回落跑掉了,拗不过市场的大腿","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> 还好冲高回落跑掉了,拗不过市场的大腿","text":"$Palantir Technologies Inc.(PLTR)$ 还好冲高回落跑掉了,拗不过市场的大腿","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524189750567472","isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":523879036429688,"gmtCreate":1768926828587,"gmtModify":1768926830438,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> pltr之前跟随软件股一同回调属于被错杀,其他软件股因为缺乏适合企业的安装调试服务而遭到企业嫌弃引发估值担忧,而pltr可以说是唯一一个产品可以和企业高度需求融合的软件服务公司","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> 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[真香]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":523872349827600,"gmtCreate":1768925119456,"gmtModify":1768925121186,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> 供不应求扩产能,又可以抬高天花板了。俺回来了","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> 供不应求扩产能,又可以抬高天花板了。俺回来了","text":"$Palantir Technologies Inc.(PLTR)$ 供不应求扩产能,又可以抬高天花板了。俺回来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/523872349827600","isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":522470271448088,"gmtCreate":1768579697483,"gmtModify":1768579699422,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SMR\">$NuScale Power(SMR)$ </a> 这波电力短缺股价估计又会翻倍","listText":"<a href=\"https://laohu8.com/S/SMR\">$NuScale Power(SMR)$ </a> 这波电力短缺股价估计又会翻倍","text":"$NuScale Power(SMR)$ 这波电力短缺股价估计又会翻倍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/522470271448088","isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":522466605368168,"gmtCreate":1768578733609,"gmtModify":1768578735701,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SMR\">$NuScale Power(SMR)$ </a> 由于美国电力严重短缺,最近应该签单会增加","listText":"<a href=\"https://laohu8.com/S/SMR\">$NuScale Power(SMR)$ </a> 由于美国电力严重短缺,最近应该签单会增加","text":"$NuScale Power(SMR)$ 由于美国电力严重短缺,最近应该签单会增加","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522466605368168","isVote":1,"tweetType":1,"viewCount":513,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":522410827776496,"gmtCreate":1768565111212,"gmtModify":1768565133788,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$ </a> 台积电都没产能,ASIC利润又低,要是和英伟达加价抢产能,利润直接归零,看木头姐投资得亏死。","listText":"<a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$ </a> 台积电都没产能,ASIC利润又低,要是和英伟达加价抢产能,利润直接归零,看木头姐投资得亏死。","text":"$博通(AVGO)$ 台积电都没产能,ASIC利润又低,要是和英伟达加价抢产能,利润直接归零,看木头姐投资得亏死。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/522410827776496","isVote":1,"tweetType":1,"viewCount":1806,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":522191422029976,"gmtCreate":1768524093900,"gmtModify":1768529968391,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a> 清仓了 谷歌高管称美国电力传输限制、数据中心并网需十年以上,或拖累AI算力扩张,抬升资本开支与部署风险,压制增长预期。","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a> 清仓了 谷歌高管称美国电力传输限制、数据中心并网需十年以上,或拖累AI算力扩张,抬升资本开支与部署风险,压制增长预期。","text":"$谷歌(GOOG)$ 清仓了 谷歌高管称美国电力传输限制、数据中心并网需十年以上,或拖累AI算力扩张,抬升资本开支与部署风险,压制增长预期。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522191422029976","isVote":1,"tweetType":1,"viewCount":3759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521030492841232,"gmtCreate":1768233417780,"gmtModify":1768233421156,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a> 原来因为这个拉起来","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a> 原来因为这个拉起来","text":"$谷歌(GOOG)$ 原来因为这个拉起来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521030492841232","repostId":"1171265777","repostType":2,"repost":{"id":"1171265777","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":1768231451,"share":"https://www.laohu8.com/m/news/1171265777?lang=zh_CN&edition=full","pubTime":"2026-01-12 23:24","market":"us","language":"zh","title":"谷歌市值突破4万亿美元,苹果选择Gemini来驱动人工智能Siri","url":"https://stock-news.laohu8.com/highlight/detail?id=1171265777","media":"老虎资讯综合","summary":"谷歌盘中直线拉升。","content":"<html><head></head><body><p>周一, <strong><a href=\"https://laohu8.com/S/GOOG\">谷歌</a> 盘中直线拉升,由跌转涨,创历史新高,总市值突破4万亿美元! <a href=\"https://laohu8.com/S/AAPL\">苹果</a> 选择谷歌的Gemini来驱动今年推出的人工智能Siri。</strong></p><p>一份声明显示,这项为期数年的合作伙伴关系将依托谷歌的 Gemini 模型和云技术,来构建苹果未来的基础模型。 苹果在声明中写道:“<strong>经过仔细评估,我们认定谷歌的技术为‘苹果基础模型(Apple Foundation Models)’提供了最强大的基础。我们非常期待这一合作为用户开启的创新体验。</strong>”</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15a8171738277fd77e7b37c384fedd27\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></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>谷歌市值突破4万亿美元,苹果选择Gemini来驱动人工智能Siri</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谷歌市值突破4万亿美元,苹果选择Gemini来驱动人工智能Siri\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\">2026-01-12 23:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周一, <strong><a href=\"https://laohu8.com/S/GOOG\">谷歌</a> 盘中直线拉升,由跌转涨,创历史新高,总市值突破4万亿美元! <a href=\"https://laohu8.com/S/AAPL\">苹果</a> 选择谷歌的Gemini来驱动今年推出的人工智能Siri。</strong></p><p>一份声明显示,这项为期数年的合作伙伴关系将依托谷歌的 Gemini 模型和云技术,来构建苹果未来的基础模型。 苹果在声明中写道:“<strong>经过仔细评估,我们认定谷歌的技术为‘苹果基础模型(Apple Foundation Models)’提供了最强大的基础。我们非常期待这一合作为用户开启的创新体验。</strong>”</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15a8171738277fd77e7b37c384fedd27\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2ed03d3f06ef6d586c673a6d3f12935e","relate_stocks":{"AAPL":"苹果","GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171265777","content_text":"周一, 谷歌 盘中直线拉升,由跌转涨,创历史新高,总市值突破4万亿美元! 苹果 选择谷歌的Gemini来驱动今年推出的人工智能Siri。一份声明显示,这项为期数年的合作伙伴关系将依托谷歌的 Gemini 模型和云技术,来构建苹果未来的基础模型。 苹果在声明中写道:“经过仔细评估,我们认定谷歌的技术为‘苹果基础模型(Apple Foundation Models)’提供了最强大的基础。我们非常期待这一合作为用户开启的创新体验。”","news_type":1,"symbols_score_info":{"GOOG":1,"AAPL":1,"GOOGL":1}},"isVote":1,"tweetType":1,"viewCount":961,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521029636150752,"gmtCreate":1768233282903,"gmtModify":1768233286927,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"title":"","htmlText":"原来如此","listText":"原来如此","text":"原来如此","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521029636150752","repostId":"1171265777","repostType":2,"repost":{"id":"1171265777","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":1768231451,"share":"https://www.laohu8.com/m/news/1171265777?lang=zh_CN&edition=full","pubTime":"2026-01-12 23:24","market":"us","language":"zh","title":"谷歌市值突破4万亿美元,苹果选择Gemini来驱动人工智能Siri","url":"https://stock-news.laohu8.com/highlight/detail?id=1171265777","media":"老虎资讯综合","summary":"谷歌盘中直线拉升。","content":"<html><head></head><body><p>周一, <strong><a href=\"https://laohu8.com/S/GOOG\">谷歌</a> 盘中直线拉升,由跌转涨,创历史新高,总市值突破4万亿美元! <a href=\"https://laohu8.com/S/AAPL\">苹果</a> 选择谷歌的Gemini来驱动今年推出的人工智能Siri。</strong></p><p>一份声明显示,这项为期数年的合作伙伴关系将依托谷歌的 Gemini 模型和云技术,来构建苹果未来的基础模型。 苹果在声明中写道:“<strong>经过仔细评估,我们认定谷歌的技术为‘苹果基础模型(Apple Foundation Models)’提供了最强大的基础。我们非常期待这一合作为用户开启的创新体验。</strong>”</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15a8171738277fd77e7b37c384fedd27\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></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>谷歌市值突破4万亿美元,苹果选择Gemini来驱动人工智能Siri</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-01-12 23:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周一, <strong><a href=\"https://laohu8.com/S/GOOG\">谷歌</a> 盘中直线拉升,由跌转涨,创历史新高,总市值突破4万亿美元! <a href=\"https://laohu8.com/S/AAPL\">苹果</a> 选择谷歌的Gemini来驱动今年推出的人工智能Siri。</strong></p><p>一份声明显示,这项为期数年的合作伙伴关系将依托谷歌的 Gemini 模型和云技术,来构建苹果未来的基础模型。 苹果在声明中写道:“<strong>经过仔细评估,我们认定谷歌的技术为‘苹果基础模型(Apple Foundation Models)’提供了最强大的基础。我们非常期待这一合作为用户开启的创新体验。</strong>”</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15a8171738277fd77e7b37c384fedd27\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2ed03d3f06ef6d586c673a6d3f12935e","relate_stocks":{"AAPL":"苹果","GOOGL":"谷歌A","GOOG":"谷歌"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171265777","content_text":"周一, 谷歌 盘中直线拉升,由跌转涨,创历史新高,总市值突破4万亿美元! 苹果 选择谷歌的Gemini来驱动今年推出的人工智能Siri。一份声明显示,这项为期数年的合作伙伴关系将依托谷歌的 Gemini 模型和云技术,来构建苹果未来的基础模型。 苹果在声明中写道:“经过仔细评估,我们认定谷歌的技术为‘苹果基础模型(Apple Foundation 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成交额远低于英伟达与登顶身份不配啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/519652511483392","isVote":1,"tweetType":1,"viewCount":913,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":519466473169560,"gmtCreate":1767798437618,"gmtModify":1767798440502,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a> 芯片脚踩英伟达,大模型拳打openai,机器人与波士顿合作,手机眼镜多设备样样不落下,市盈率不算高。","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$ </a> 芯片脚踩英伟达,大模型拳打openai,机器人与波士顿合作,手机眼镜多设备样样不落下,市盈率不算高。","text":"$谷歌(GOOG)$ 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18:35","market":"us","language":"zh","title":"Palantir年内暴涨63%,领涨纳斯达克100指数,目前是阶段高点吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=1168896343","media":"老虎资讯综合","summary":"这家公司可能成为下一个软件巨头。","content":"<html><head></head><body><p><em>作者:Trevor Jennewine</em></p><p><em>来源:The Motley Fool</em></p><p><strong>摘要</strong></p><ul style=\"\"><li><p>Palantir 股价今年迄今已上涨 63%,领涨纳斯达克 100 指数。</p></li><li><p>Forrester Research 将 Palantir 评为人工智能平台领域的领导者。</p></li><li><p>Palantir 股价今年两次突破销售额 100 倍,很少有软件公司能达到这样的估值。</p></li></ul><p>5月14日,Palantir涨至至每股133.49美元的历史高点。此后,该股小幅回落,但截至5月27日,其年初至今的回报率高达63%,仍领跑纳斯达克100指数。Palantir能否在2025年剩余的几个月里保持这一势头?</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da861aca043563e01bdbf9139515aac2\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>Palantir利用人工智能帮助客户优化决策</strong></p><p>Palantir为商业和政府部门的客户开发数据分析软件。其主要平台(Gotham和Foundry)允许用户整合信息、训练机器学习模型和查询数据。其配套的人工智能平台(AIP)是一个大型语言模型编排工具,可让客户将生成式人工智能融入到运营中。</p><p>Palantir 的关键优势在于其基于“本体”的软件架构。本体是一个构建于数据集和模型之上的框架,它定义了数字信息与工厂、设备和耗材等实体资产之间的关系。本体不仅允许用户查询数据以改进决策,还能创建一个反馈循环,随着时间的推移产生更深入的洞察。</p><p>Palantir 公布了令人印象深刻的第一季度财务业绩。得益于政府部门强劲的销售增长,公司营收增长 39%,达到 8.84 亿美元,这是公司连续第七年实现增长。非公认会计准则美股净利润增长 62%,达到每股 0.13 美元。管理层还上调了全年业绩指引,预计 2025 年营收将增长 36%。</p><p>Palantir 完全有能力保持这一势头。Forrester Research 将该公司评为人工智能和机器学习平台领域的技术领导者,预计该市场将以每年 40% 的速度增长,到 2028 年将达到 1530 亿美元。晨星分析师 Mike Giarelli 今年早些时候写道:“这家公司可能成为下一个软件巨头。”</p><p>然而,投资者不应忽视估值。估值目前对市场可能并不重要,但最终总会起到决定性作用。Palantir 目前的市盈率为调整后收益的 265 倍。对于一家预计 2025 年收益将增长 41% 的公司来说,这个估值看起来非常昂贵。然而,Palantir 已连续六个季度超出市场普遍预期,平均高出 10%。</p><p><strong>Palantir 是历史上最昂贵的软件股票之一</strong></p><p>我刚才提到,对于一家预计今年盈利增长 41% 的公司来说,Palantir 的市盈率 (P/E) 非常高。话虽如此,有人可能会认为,由于华尔街经常低估 Palantir,其盈利增长速度可能远超预期。所以,让我们从另一个角度来思考估值。</p><p>Palantir 的市销率 (P/S) 在 2 月份突破了 100 倍,并在 5 月份再次达到这一水平。我回顾了过去 20 年 50 多只软件股的估值:在此期间,只有另外 6 只股票的市销率超过 100 倍,而且它们最终都下跌了至少 70%,如下所述:</p><ul style=\"\"><li><p>Bill Holdings 在 2021 年 9 月 8 日的市销率为 103 倍。该股最终下跌了 87%。</p></li><li><p>Cloudflare 在 2021 年 11 月 18 日的市销率为 114 倍。该股最终下跌了 83%。</p></li><li><p>SentinelOne 在 2021 年 9 月 16 日的市销率为 106 倍。该股最终下跌了 82%。</p></li><li><p>Snowflake 在 2020 年 12 月 8 日的市销率为 184 倍。该股最终下跌了 72%。</p></li><li><p>2024年12月26日,SoundHound AI的市销率为111倍。该股最终下跌了70%。</p></li><li><p>2020年10月19日,Zoom Communications的市销率为124倍。该股最终下跌了90%。</p></li></ul><p>如上所示,过去二十年中,除Palantir外,只有六只软件股的市盈率达到100倍,达到该估值后,其股价从峰值到谷底的平均跌幅为81%。我们可以将这个数字套用到Palantir身上,对未来可能发生的事情做出合理的预测。</p><p>具体来说,Palantir在2月18日收盘价为每股124.62美元,当天其市盈率达到了107倍的峰值。如果其表现与历史平均水平持平,最终将下跌81%,至每股23.67美元。这意味着其股价从目前的123美元下跌幅度大致相同。</p><p>当然,过往表现并不能保证未来的业绩,Palantir也有可能成为例外。但我认为投资者应该避免以当前价格买入该股。其风险回报状况严重偏向风险。</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>Palantir年内暴涨63%,领涨纳斯达克100指数,目前是阶段高点吗?</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{ 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{ 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#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\">\nPalantir年内暴涨63%,领涨纳斯达克100指数,目前是阶段高点吗?\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\">2025-05-29 18:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><em>作者:Trevor Jennewine</em></p><p><em>来源:The Motley Fool</em></p><p><strong>摘要</strong></p><ul style=\"\"><li><p>Palantir 股价今年迄今已上涨 63%,领涨纳斯达克 100 指数。</p></li><li><p>Forrester Research 将 Palantir 评为人工智能平台领域的领导者。</p></li><li><p>Palantir 股价今年两次突破销售额 100 倍,很少有软件公司能达到这样的估值。</p></li></ul><p>5月14日,Palantir涨至至每股133.49美元的历史高点。此后,该股小幅回落,但截至5月27日,其年初至今的回报率高达63%,仍领跑纳斯达克100指数。Palantir能否在2025年剩余的几个月里保持这一势头?</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da861aca043563e01bdbf9139515aac2\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>Palantir利用人工智能帮助客户优化决策</strong></p><p>Palantir为商业和政府部门的客户开发数据分析软件。其主要平台(Gotham和Foundry)允许用户整合信息、训练机器学习模型和查询数据。其配套的人工智能平台(AIP)是一个大型语言模型编排工具,可让客户将生成式人工智能融入到运营中。</p><p>Palantir 的关键优势在于其基于“本体”的软件架构。本体是一个构建于数据集和模型之上的框架,它定义了数字信息与工厂、设备和耗材等实体资产之间的关系。本体不仅允许用户查询数据以改进决策,还能创建一个反馈循环,随着时间的推移产生更深入的洞察。</p><p>Palantir 公布了令人印象深刻的第一季度财务业绩。得益于政府部门强劲的销售增长,公司营收增长 39%,达到 8.84 亿美元,这是公司连续第七年实现增长。非公认会计准则美股净利润增长 62%,达到每股 0.13 美元。管理层还上调了全年业绩指引,预计 2025 年营收将增长 36%。</p><p>Palantir 完全有能力保持这一势头。Forrester Research 将该公司评为人工智能和机器学习平台领域的技术领导者,预计该市场将以每年 40% 的速度增长,到 2028 年将达到 1530 亿美元。晨星分析师 Mike Giarelli 今年早些时候写道:“这家公司可能成为下一个软件巨头。”</p><p>然而,投资者不应忽视估值。估值目前对市场可能并不重要,但最终总会起到决定性作用。Palantir 目前的市盈率为调整后收益的 265 倍。对于一家预计 2025 年收益将增长 41% 的公司来说,这个估值看起来非常昂贵。然而,Palantir 已连续六个季度超出市场普遍预期,平均高出 10%。</p><p><strong>Palantir 是历史上最昂贵的软件股票之一</strong></p><p>我刚才提到,对于一家预计今年盈利增长 41% 的公司来说,Palantir 的市盈率 (P/E) 非常高。话虽如此,有人可能会认为,由于华尔街经常低估 Palantir,其盈利增长速度可能远超预期。所以,让我们从另一个角度来思考估值。</p><p>Palantir 的市销率 (P/S) 在 2 月份突破了 100 倍,并在 5 月份再次达到这一水平。我回顾了过去 20 年 50 多只软件股的估值:在此期间,只有另外 6 只股票的市销率超过 100 倍,而且它们最终都下跌了至少 70%,如下所述:</p><ul style=\"\"><li><p>Bill Holdings 在 2021 年 9 月 8 日的市销率为 103 倍。该股最终下跌了 87%。</p></li><li><p>Cloudflare 在 2021 年 11 月 18 日的市销率为 114 倍。该股最终下跌了 83%。</p></li><li><p>SentinelOne 在 2021 年 9 月 16 日的市销率为 106 倍。该股最终下跌了 82%。</p></li><li><p>Snowflake 在 2020 年 12 月 8 日的市销率为 184 倍。该股最终下跌了 72%。</p></li><li><p>2024年12月26日,SoundHound AI的市销率为111倍。该股最终下跌了70%。</p></li><li><p>2020年10月19日,Zoom Communications的市销率为124倍。该股最终下跌了90%。</p></li></ul><p>如上所示,过去二十年中,除Palantir外,只有六只软件股的市盈率达到100倍,达到该估值后,其股价从峰值到谷底的平均跌幅为81%。我们可以将这个数字套用到Palantir身上,对未来可能发生的事情做出合理的预测。</p><p>具体来说,Palantir在2月18日收盘价为每股124.62美元,当天其市盈率达到了107倍的峰值。如果其表现与历史平均水平持平,最终将下跌81%,至每股23.67美元。这意味着其股价从目前的123美元下跌幅度大致相同。</p><p>当然,过往表现并不能保证未来的业绩,Palantir也有可能成为例外。但我认为投资者应该避免以当前价格买入该股。其风险回报状况严重偏向风险。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d544e6f7498c68812d1a765bff723fc2","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168896343","content_text":"作者:Trevor Jennewine来源:The Motley Fool摘要Palantir 股价今年迄今已上涨 63%,领涨纳斯达克 100 指数。Forrester Research 将 Palantir 评为人工智能平台领域的领导者。Palantir 股价今年两次突破销售额 100 倍,很少有软件公司能达到这样的估值。5月14日,Palantir涨至至每股133.49美元的历史高点。此后,该股小幅回落,但截至5月27日,其年初至今的回报率高达63%,仍领跑纳斯达克100指数。Palantir能否在2025年剩余的几个月里保持这一势头?Palantir利用人工智能帮助客户优化决策Palantir为商业和政府部门的客户开发数据分析软件。其主要平台(Gotham和Foundry)允许用户整合信息、训练机器学习模型和查询数据。其配套的人工智能平台(AIP)是一个大型语言模型编排工具,可让客户将生成式人工智能融入到运营中。Palantir 的关键优势在于其基于“本体”的软件架构。本体是一个构建于数据集和模型之上的框架,它定义了数字信息与工厂、设备和耗材等实体资产之间的关系。本体不仅允许用户查询数据以改进决策,还能创建一个反馈循环,随着时间的推移产生更深入的洞察。Palantir 公布了令人印象深刻的第一季度财务业绩。得益于政府部门强劲的销售增长,公司营收增长 39%,达到 8.84 亿美元,这是公司连续第七年实现增长。非公认会计准则美股净利润增长 62%,达到每股 0.13 美元。管理层还上调了全年业绩指引,预计 2025 年营收将增长 36%。Palantir 完全有能力保持这一势头。Forrester Research 将该公司评为人工智能和机器学习平台领域的技术领导者,预计该市场将以每年 40% 的速度增长,到 2028 年将达到 1530 亿美元。晨星分析师 Mike Giarelli 今年早些时候写道:“这家公司可能成为下一个软件巨头。”然而,投资者不应忽视估值。估值目前对市场可能并不重要,但最终总会起到决定性作用。Palantir 目前的市盈率为调整后收益的 265 倍。对于一家预计 2025 年收益将增长 41% 的公司来说,这个估值看起来非常昂贵。然而,Palantir 已连续六个季度超出市场普遍预期,平均高出 10%。Palantir 是历史上最昂贵的软件股票之一我刚才提到,对于一家预计今年盈利增长 41% 的公司来说,Palantir 的市盈率 (P/E) 非常高。话虽如此,有人可能会认为,由于华尔街经常低估 Palantir,其盈利增长速度可能远超预期。所以,让我们从另一个角度来思考估值。Palantir 的市销率 (P/S) 在 2 月份突破了 100 倍,并在 5 月份再次达到这一水平。我回顾了过去 20 年 50 多只软件股的估值:在此期间,只有另外 6 只股票的市销率超过 100 倍,而且它们最终都下跌了至少 70%,如下所述:Bill Holdings 在 2021 年 9 月 8 日的市销率为 103 倍。该股最终下跌了 87%。Cloudflare 在 2021 年 11 月 18 日的市销率为 114 倍。该股最终下跌了 83%。SentinelOne 在 2021 年 9 月 16 日的市销率为 106 倍。该股最终下跌了 82%。Snowflake 在 2020 年 12 月 8 日的市销率为 184 倍。该股最终下跌了 72%。2024年12月26日,SoundHound AI的市销率为111倍。该股最终下跌了70%。2020年10月19日,Zoom Communications的市销率为124倍。该股最终下跌了90%。如上所示,过去二十年中,除Palantir外,只有六只软件股的市盈率达到100倍,达到该估值后,其股价从峰值到谷底的平均跌幅为81%。我们可以将这个数字套用到Palantir身上,对未来可能发生的事情做出合理的预测。具体来说,Palantir在2月18日收盘价为每股124.62美元,当天其市盈率达到了107倍的峰值。如果其表现与历史平均水平持平,最终将下跌81%,至每股23.67美元。这意味着其股价从目前的123美元下跌幅度大致相同。当然,过往表现并不能保证未来的业绩,Palantir也有可能成为例外。但我认为投资者应该避免以当前价格买入该股。其风险回报状况严重偏向风险。","news_type":1,"symbols_score_info":{"PLTR":1.1}},"isVote":1,"tweetType":1,"viewCount":2048,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579592247575705","authorId":"3579592247575705","name":"DrSean","avatar":"https://static.tigerbbs.com/1463b1fdc8546a7d7fce66ec56cb9ca7","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3579592247575705","idStr":"3579592247575705"},"content":"对标微软,你是在搞笑吗?他靠的是什么在对标?微软、google哪些在AI方面没有基础架构没有研究?一直在吹自己AI方向多强,你听过PLTR有出过什么前沿算法的研究吗?Goolge18年就架构了 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Transformer模型,现在主流方向都在用这个,Deepseek用蒸馏模型,他提出什么模型了?比别人好了吗?销售方面政府订单一半,说明没有市场竞争能力,靠的都是政府关系,你见过国内哪家公司靠政府关系能做大的?而且这个情况在美国,你觉得他能吃下多少市场?现在一个季度销售8个亿,每个季度增长这么点,现在市值已经3000亿美金了,你对他估值是多少?难道1万亿?现在万亿的公司一共5家,全世界都能看到他们的产品,你见过PLTR的产品吗?想想这些再做多吧。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502945250431784,"gmtCreate":1763817445622,"gmtModify":1763875802269,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3546249304196282","idStr":"3546249304196282"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/LLY\">$礼来(LLY)$ </a> <a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 感谢英伟达pltr和礼来共同促使我三年一个月达成五百倍收益","listText":"<a href=\"https://laohu8.com/S/LLY\">$礼来(LLY)$ </a> <a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies 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明年二月美联储将下场购债","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/501194783060736","isVote":1,"tweetType":1,"viewCount":1149,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3540692585190396","authorId":"3540692585190396","name":"赛车猫","avatar":"https://static.tigerbbs.com/4fec6c99c8a6e8353aeaeca380c0894c","crmLevel":7,"crmLevelSwitch":1,"authorIdStr":"3540692585190396","idStr":"3540692585190396"},"content":"请问购债对股市是不好的意思吗","text":"请问购债对股市是不好的意思吗","html":"请问购债对股市是不好的意思吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313561775223040,"gmtCreate":1717591558733,"gmtModify":1717602199273,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3546249304196282","idStr":"3546249304196282"},"themes":[],"htmlText":"<a 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