robot的个人主页 - 老虎社区

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0勋章

02-02

$恒生电子(600570)$ 好毒的庄

06-13

$恒生电子(600570)$ 毒无止境

06-29

$白银主连 2609(SImain)$ 光伏整个产业都去银，这说明你涨我就不要了

07-08

$Applied Optoelectronics Inc.(AAOI)$ 再来50%吧

01-29

$黄金主连 2604(GCmain)$ 稳赚不赔的机会来啦

06-02

普及端的用户群体，根源在用户参与进ai生态改进工作交流活动，否则ai在手机端是纯中心化，发展会制约……成本太高谁买单？

07-18

$西藏珠峰(600338)$ 补下财报图，明牌

06-25

$微软(MSFT)$ 买入，送钱来了

06-02

arm的系统适配不行啊，软件各方面都有问题，尤其是win的用户，ai c端推广离不开现实工作环境，那么注定除了英特尔之外没有任何对手，这个护城河足够英特尔走出下一步的步伐了，amd例外！

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href=\"https://laohu8.com/S/DOW\">$陶氏化学(DOW)$</a> 抄底8个点起","text":"$陶氏化学(DOW)$ 抄底8个点起","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/581167528428744","isVote":1,"tweetType":1,"viewCount":593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":581083330700648,"gmtCreate":1782896212366,"gmtModify":1782896214140,"author":{"id":"3448365245482888","authorId":"3448365245482888","name":"robot","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3448365245482888","authorIdStr":"3448365245482888"},"themes":[],"title":"","htmlText":"所以今天A股能反弹...","listText":"所以今天A股能反弹...","text":"所以今天A股能反弹...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/581083330700648","repostId":"1100015636","repostType":4,"repost":{"id":"1100015636","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":1782865748,"share":"https://www.laohu8.com/m/news/1100015636?lang=zh_CN&edition=full","pubTime":"2026-07-01 08:29","market":"hk","language":"zh","title":"休市提醒 | 因香港特别行政区成立纪念日，7月1日港股休市一天","url":"https://stock-news.laohu8.com/highlight/detail?id=1100015636","media":"老虎资讯综合","summary":"港股将于 2026年7月1日（星期三） 休市一天，2026年7月2日（星期四）起照常开市。","content":"<html><head></head><body><p style=\"text-align: left;\">尊敬的投资者：</p><p style=\"text-align: left;\">因香港特别行政区成立纪念日，港股将于 <strong>2026年7月1日（星期三）</strong> 休市一天，<strong>2026年7月2日（星期四）起照常开市</strong>。请您留意相关安排，提前做好投资规划。</p><p style=\"text-align: left;\"><strong>沪股通、深股通：</strong>7月1日（星期三）关闭，7月2日（星期四）起照常开通。</p><p style=\"text-align: left;\"><strong>港股通：</strong>7月1日（星期三）关闭，7月2日（星期四）起照常开通。</p><p style=\"text-align: left;\"><strong>背景介绍：</strong></p><p style=\"text-align: left;\">香港特别行政区成立纪念日（简称“香港回归纪念日”）为每年7月1日，以纪念1997年7月1日香港主权从英国移交至中华人民共和国，并设立香港特别行政区的历史性时刻。</p><p style=\"text-align: left;\">这一天不仅是香港的法定公众假期，也是全国庆祝的重要日子，象征中国恢复对香港行使主权，以及“一国两制”方针的成功实践。</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>休市提醒 | 因香港特别行政区成立纪念日，7月1日港股休市一天</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; 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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\">2026-07-01 08:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">尊敬的投资者：</p><p style=\"text-align: left;\">因香港特别行政区成立纪念日，港股将于 <strong>2026年7月1日（星期三）</strong> 休市一天，<strong>2026年7月2日（星期四）起照常开市</strong>。请您留意相关安排，提前做好投资规划。</p><p style=\"text-align: left;\"><strong>沪股通、深股通：</strong>7月1日（星期三）关闭，7月2日（星期四）起照常开通。</p><p style=\"text-align: left;\"><strong>港股通：</strong>7月1日（星期三）关闭，7月2日（星期四）起照常开通。</p><p style=\"text-align: left;\"><strong>背景介绍：</strong></p><p style=\"text-align: left;\">香港特别行政区成立纪念日（简称“香港回归纪念日”）为每年7月1日，以纪念1997年7月1日香港主权从英国移交至中华人民共和国，并设立香港特别行政区的历史性时刻。</p><p style=\"text-align: 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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\">2026-06-18 13:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">英特尔夜盘急升超7%。消息面上，美国总统特朗普发文称，我决定帮助英特尔，因为我们需要在美国设计和制造我们的芯片。</p><p style=\"text-align: left;\">首先，我们引入了<strong>英伟达</strong>，他们同意与英特尔合作制造他们的第一层级芯片。其次，马斯克同意建造他的TerraFab，这是全球芯片工厂，与英特尔的技术团队共同设计。最后，<strong>苹果</strong>公司已同意与英特尔合作，在美国设计和制造其芯片。我们决定帮助英特尔，以换取其10%的股份。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fcdc499e0f642ebc2a0f2d78be29725f\" data-align=\"center\" tg-width=\"526\" tg-height=\"181\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e58fcd4a67c330616cf11ed02c0ac7c5","relate_stocks":{"04335":"英特尔-T","INTW":"2倍做多INTC ETF-GraniteShares","LINT":"Direxion 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@robot:spacex即将开启太空时代，ai是帮助人脱离地球的催化剂……//@robot:ai的尽头是太空，太空的尽头是黑洞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/574190299611256","isVote":1,"tweetType":1,"viewCount":627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":573425815950648,"gmtCreate":1781026182698,"gmtModify":1781026887427,"author":{"id":"3448365245482888","authorId":"3448365245482888","name":"robot","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3448365245482888","authorIdStr":"3448365245482888"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>&nbsp; 就看这些数据，美国国会都要把这公司的负债平掉，不然怎么办啊！！！闭眼买入等200新高！还能一年！ 1. 营收与盈利全面超预期，运营端改善显著 营收： 135.77亿美元，同比增长7.18%，超出分析师一致预期（124.24亿美元）约 9.3% 。 EPS（每股收益）： 0.29美元，远超一致预期（0.014美元），且同比大幅扭亏（去年同期为-1.26美元）。 毛利率： 39.4%（毛利率=5.35B/13.58B），同比提升2.5个百分点，反映成本控制和产品组合优化。 运营利润： 9.34亿美元，同比 暴增744% ，表明公司核心业务正在健康修复。 2. 转型战略获重大验证：谷歌/英伟达订单点燃代工业务预期 代工（Foundry）服务 是英特尔当前的核心转型方向。近期新闻显示，谷歌已向英特尔下达超过300万颗TPU订单，计划于2028年生产；英伟达也在评估使用其18A工艺1。 这意味着英特尔在追赶台积电的制程竞赛中，已获得顶级客户的实质性认可， 代工业务不再是概念，而开始有营收预期 。 需要警惕的是，这些订单目前仍处于协议或评估阶段，转化为大规模营收仍需时间（约2年），且18A工艺大规模量产的技术风险依然存在。 3. 账面巨额亏损源于非现金减值，现金流稳健 净亏损： 37.28亿美元，远低于去年同期（净亏损约10.5亿美元）。亏损主因是一次性资产减值及重组费用： 商誉减值（Goodwill Impairment）： 39亿美元，这是一项非现金会计处理，不涉及真实现金流出，也不影响公司运营能力。 经营现金流： 11亿美元，同比改善34.8%。 自由现金流： 通过出售/回笼金融资产，投资活动现金净流入 30.9亿美元 ，公司通过资产腾挪补充了流动性。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>&nbsp; 就看这些数据，美国国会都要把这公司的负债平掉，不然怎么办啊！！！闭眼买入等200新高！还能一年！ 1. 营收与盈利全面超预期，运营端改善显著 营收： 135.77亿美元，同比增长7.18%，超出分析师一致预期（124.24亿美元）约 9.3% 。 EPS（每股收益）： 0.29美元，远超一致预期（0.014美元），且同比大幅扭亏（去年同期为-1.26美元）。 毛利率： 39.4%（毛利率=5.35B/13.58B），同比提升2.5个百分点，反映成本控制和产品组合优化。 运营利润： 9.34亿美元，同比 暴增744% ，表明公司核心业务正在健康修复。 2. 转型战略获重大验证：谷歌/英伟达订单点燃代工业务预期 代工（Foundry）服务 是英特尔当前的核心转型方向。近期新闻显示，谷歌已向英特尔下达超过300万颗TPU订单，计划于2028年生产；英伟达也在评估使用其18A工艺1。 这意味着英特尔在追赶台积电的制程竞赛中，已获得顶级客户的实质性认可， 代工业务不再是概念，而开始有营收预期 。 需要警惕的是，这些订单目前仍处于协议或评估阶段，转化为大规模营收仍需时间（约2年），且18A工艺大规模量产的技术风险依然存在。 3. 账面巨额亏损源于非现金减值，现金流稳健 净亏损： 37.28亿美元，远低于去年同期（净亏损约10.5亿美元）。亏损主因是一次性资产减值及重组费用： 商誉减值（Goodwill Impairment）： 39亿美元，这是一项非现金会计处理，不涉及真实现金流出，也不影响公司运营能力。 经营现金流： 11亿美元，同比改善34.8%。 自由现金流： 通过出售/回笼金融资产，投资活动现金净流入 30.9亿美元 ，公司通过资产腾挪补充了流动性。","text":"$英特尔(INTC)$ 就看这些数据，美国国会都要把这公司的负债平掉，不然怎么办啊！！！闭眼买入等200新高！还能一年！ 1. 营收与盈利全面超预期，运营端改善显著 营收： 135.77亿美元，同比增长7.18%，超出分析师一致预期（124.24亿美元）约 9.3% 。 EPS（每股收益）： 0.29美元，远超一致预期（0.014美元），且同比大幅扭亏（去年同期为-1.26美元）。 毛利率： 39.4%（毛利率=5.35B/13.58B），同比提升2.5个百分点，反映成本控制和产品组合优化。 运营利润： 9.34亿美元，同比 暴增744% ，表明公司核心业务正在健康修复。 2. 转型战略获重大验证：谷歌/英伟达订单点燃代工业务预期 代工（Foundry）服务 是英特尔当前的核心转型方向。近期新闻显示，谷歌已向英特尔下达超过300万颗TPU订单，计划于2028年生产；英伟达也在评估使用其18A工艺1。 这意味着英特尔在追赶台积电的制程竞赛中，已获得顶级客户的实质性认可， 代工业务不再是概念，而开始有营收预期 。 需要警惕的是，这些订单目前仍处于协议或评估阶段，转化为大规模营收仍需时间（约2年），且18A工艺大规模量产的技术风险依然存在。 3. 账面巨额亏损源于非现金减值，现金流稳健 净亏损： 37.28亿美元，远低于去年同期（净亏损约10.5亿美元）。亏损主因是一次性资产减值及重组费用： 商誉减值（Goodwill Impairment）： 39亿美元，这是一项非现金会计处理，不涉及真实现金流出，也不影响公司运营能力。 经营现金流： 11亿美元，同比改善34.8%。 自由现金流： 通过出售/回笼金融资产，投资活动现金净流入 30.9亿美元 ，公司通过资产腾挪补充了流动性。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/573425815950648","isVote":1,"tweetType":1,"viewCount":2792,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":572993099358920,"gmtCreate":1780926053876,"gmtModify":1780928002479,"author":{"id":"3448365245482888","authorId":"3448365245482888","name":"robot","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3448365245482888","authorIdStr":"3448365245482888"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 这票总有一股神秘莫测的力量压制住，amd无论如何都能接住他流出的泪水","listText":"<a 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这票总有一股神秘莫测的力量压制住，amd无论如何都能接住他流出的泪水","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/572993099358920","isVote":1,"tweetType":1,"viewCount":1452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":570940070580608,"gmtCreate":1780413847849,"gmtModify":1780414211850,"author":{"id":"3448365245482888","authorId":"3448365245482888","name":"robot","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3448365245482888","authorIdStr":"3448365245482888"},"themes":[],"title":"","htmlText":"普及端的用户群体，根源在用户参与进ai生态改进工作交流活动，否则ai在手机端是纯中心化，发展会制约……成本太高谁买单？","listText":"普及端的用户群体，根源在用户参与进ai生态改进工作交流活动，否则ai在手机端是纯中心化，发展会制约……成本太高谁买单？","text":"普及端的用户群体，根源在用户参与进ai生态改进工作交流活动，否则ai在手机端是纯中心化，发展会制约……成本太高谁买单？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/570940070580608","isVote":1,"tweetType":1,"viewCount":1577,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3448365245482888","authorId":"3448365245482888","name":"robot","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3448365245482888","authorIdStr":"3448365245482888"},"content":"手机端的就意味着模型必须是远端，手机续航功耗存储决定了ai只能中心化","text":"手机端的就意味着模型必须是远端，手机续航功耗存储决定了ai只能中心化","html":"手机端的就意味着模型必须是远端，手机续航功耗存储决定了ai只能中心化"},{"author":{"id":"9000000000000565","authorId":"9000000000000565","name":"HaydenBruce","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000565","authorIdStr":"9000000000000565"},"content":"手机端纯中心化这点太扎心了 成本最后还是厂商扛？","text":"手机端纯中心化这点太扎心了 成本最后还是厂商扛？","html":"手机端纯中心化这点太扎心了 成本最后还是厂商扛？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":570939651172440,"gmtCreate":1780413762257,"gmtModify":1780414188293,"author":{"id":"3448365245482888","authorId":"3448365245482888","name":"robot","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3448365245482888","authorIdStr":"3448365245482888"},"themes":[],"title":"","htmlText":"arm的系统适配不行啊，软件各方面都有问题，尤其是win的用户，ai c端推广离不开现实工作环境，那么注定除了英特尔之外没有任何对手，这个护城河足够英特尔走出下一步的步伐了，amd例外！","listText":"arm的系统适配不行啊，软件各方面都有问题，尤其是win的用户，ai c端推广离不开现实工作环境，那么注定除了英特尔之外没有任何对手，这个护城河足够英特尔走出下一步的步伐了，amd例外！","text":"arm的系统适配不行啊，软件各方面都有问题，尤其是win的用户，ai 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