$特斯拉(TSLA)_老虎社区_美港股上老虎

$特斯拉(TSLA)$ 真牛逼，这是要食人茹血？

特斯拉上周五涨2.83%、英特尔涨1.84%,消息面是两家联合宣布:特斯拉与SpaceX将投入168亿美元,在得克萨斯州建设名为Terafab的超大规模AI芯片园区,规划面积约1亿平方英尺。它与传统晶圆厂的差别在于把逻辑芯片、存储芯片制造、先进封装与测试压进同一园区,做垂直一体化产能,直接服务Optimus人形机器人、Cybercab与SpaceX太空数据中心的算力需求;英特尔已被确认为制造合作方,其代工业务上周还刚拿下一个值得关注的新客户。产业链上封测端艾马克涨2.05%,供电散热端Vertiv反而跌1.01%,扩散并不均匀。当AI巨头开始自建产能,这波行情能真正传到设备与电力基建吗?

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

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":589311224840712,"tweetId":"589311224840712","gmtCreate":1784906326655,"gmtModify":1784906482726,"author":{"id":3564577426199210,"idStr":"3564577426199210","authorId":3564577426199210,"authorIdStr":"3564577426199210","name":"芭比龙","avatar":"https://static.tigerbbs.com/fcce942e3ede96168a09e1075d331bc7","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":7,"starInvestorFlag":false},"themes":[{"themeId":"de56375587e24a439659487256f74ea6","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"特斯拉168亿建超级芯片厂,AI产业链行情能否催化？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":de56375587e24a439659487256f74ea6}&rnconfig={\"headerBarHidden\": true}","description":"特斯拉上周五涨2.83%、英特尔涨1.84%,消息面是两家联合宣布:特斯拉与SpaceX将投入168亿美元,在得克萨斯州建设名为Terafab的超大规模AI芯片园区,规划面积约1亿平方英尺。它与传统晶圆厂的差别在于把逻辑芯片、存储芯片制造、先进封装与测试压进同一园区,做垂直一体化产能,直接服务Optimus人形机器人、Cybercab与SpaceX太空数据中心的算力需求;英特尔已被确认为制造合作方,其代工业务上周还刚拿下一个值得关注的新客户。产业链上封测端艾马克涨2.05%,供电散热端Vertiv反而跌1.01%,扩散并不均匀。当AI巨头开始自建产能,这波行情能真正传到设备与电力基建吗?","image":"https://static.tigerbbs.com/eb2627fc549872f1cc81fed6a896673d"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 真牛逼，这是要食人茹血？</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 真牛逼，这是要食人茹血？</p></body></html>","text":"$特斯拉(TSLA)$ 真牛逼，这是要食人茹血？","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/589311224840712","repostId":0,"isVote":1,"tweetType":1,"viewCount":613,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["TSLA"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":36,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/589311224840712"}