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求美股稳定一点
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求美股稳定一点
01-30
amd 价格比nvda低了这么多[笑哭] [笑哭] nvda麻烦了吗? 技术不是一个量级的东西就别拿出来乱比
英特尔给AMD制造了大麻烦
求美股稳定一点
2024-11-26
Replying to
@jy2888
:这是你的吗//
@jy2888
:没经过别人同意,请不要随便转发别人的东西
求美股稳定一点
2024-10-18
$京东(JD)$
王八美国人 自己涨不了了 压着中概股也不能涨
求美股稳定一点
2024-07-28
确实msk这一点太暴露自己的真实性格
@点金圣手11:
$特斯拉(TSLA)$
马斯克的前妻,女儿都说马斯克是个骗子,马斯克自己也一直画饼 “next year” 你们还不懂吗
求美股稳定一点
2024-07-25
$奈飞(NFLX)$
你怎么可以不跌?
求美股稳定一点
2024-06-13
$英伟达(NVDA)$
市盈率107 了 你真的不贵[无语] 用动态市盈率就是炒两年的短线 真落地还得基础
求美股稳定一点
2024-06-10
$超微电脑(SMCI)$
下星期680
求美股稳定一点
2024-06-01
$小鹏汽车(XPEV)$
鹏的销量真不行啊 都快没有nio一半了 Li 更不用说了大家都在发力怎么你特斯拉杀手还真对标特斯拉吗
$蔚来(NIO)$
$理想汽车(LI)$
特斯拉被卷疯了 nio 的性价比已经碾压特斯拉成为新的豪华 电车现在要的就是把充电系统摘出来 这样财报就很好看了
求美股稳定一点
2024-06-01
$美国超微公司(AMD)$
旱地拔葱是这样子的啊?? -4个点啊 哥 你半个小时拉回来
求美股稳定一点
2024-06-01
$蔚来(NIO)$
看起来好起来了啊 😧 这么弱的盘给你这样拉起来 无敌了你
求美股稳定一点
2024-04-08
$特斯拉(TSLA)$
不是吧就这? 这还没撑到开盘 让我加点put给个机会
求美股稳定一点
2024-04-05
$特斯拉(TSLA)$
woc 什么情况 elon g了?
求美股稳定一点
2024-04-05
$特斯拉(TSLA)$
接着撑着呗 看你明天能撑几时 **
求美股稳定一点
2024-04-05
$特斯拉(TSLA)$
你装什么呢木头姐说2000 你就200? 吹爆了牛逼现在这么拉胯的业绩还去兑现2000
求美股稳定一点
2024-04-05
$美国超微公司(AMD)$
哈哈哈终于下来了装多久了 还有smci
求美股稳定一点
2024-03-28
$超微电脑(SMCI)$
没交易量要撑不住了 赶紧卖吧
求美股稳定一点
2024-03-28
$超微电脑(SMCI)$
你居然比你爹英伟达还硬?他都三个点你不跌6个点好意思吗 赶紧下去
求美股稳定一点
2024-03-25
$超微电脑(SMCI)$
这垃圾难道没人看清楚吗 这样拉
求美股稳定一点
2024-03-19
$超微电脑(SMCI)$
炒作个啥呢 sp500跟着一起耍无赖是吧 只要竞争对手的卡产量上来了 这股eps能亏多少
求美股稳定一点
2024-03-14
$美国超微公司(AMD)$
你赶紧给我跌[喷血]
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/INTC\">英特尔</a>正陷入生存危机。该公司缺乏固定的首席执行官,其以代工为中心的战略悬而未决,市场份额的损失给财务带来了压力,其人工智能 (AI) 芯片业务也遭遇了很大挫折。</p><p>虽然英特尔有很多问题,但服务器 CPU 业务是该公司取得真正进展的一个领域。几年前,竞争对手 AMD 凭借 Genoa 系列芯片超越了英特尔,在核心数量、性能和效率方面击败了市场领导者。虽然花了一段时间,但英特尔终于在去年凭借其Granite Rapids 服务器CPU 找到了答案。</p><p>Granite Rapids 是英特尔的关键产品。该芯片系列最终将该公司的主线服务器 CPU 产品从老化的英特尔 7 制造工艺转移到更先进的英特尔 3 工艺,这一转变带来了显着的性能和效率提升。英特尔能够将最大核心数增加到 128 个,是其前代产品的两倍,评论表明英特尔在性能方面已基本赶上 AMD。</p><p><strong>意外降价</strong></p><p>Granite Rapids 的发布会上,有一点让人有些意外,那就是定价。英特尔决定大手笔下手,将旗舰机型的定价定在了 x86 服务器 CPU 的最高水平。考虑到当时英特尔仍在奋力追赶,这一定价决定要么表明英特尔对 Granite Rapids 非常有信心,要么表明该公司还没有接受如今的竞争格局与几年前大不相同的事实。</p><p>Tom's Hardware本周早些时候报道称,英特尔在未正式宣布的情况下大幅下调了 Granite Rapids CPU 的标价。旗舰型号的标价目前为12460美元,比最初的发布价低了整整5340美元。其他型号也进行了降价,使其价格低于同类 AMD 替代产品。</p><p>值得注意的是,此次降价使得最高端 Granite Rapids 芯片的每核价格远低于 AMD 的顶级芯片,这使得 Granite Rapids 对构建密集云数据中心的客户来说具有吸引力。</p><p>有几种方法可以解释此次降价。首先,Granite Rapids 的销量可能不如英特尔所希望的那样好。虽然该产品系列看起来不错,但定价过高可能会赶走客户。英特尔定于周四公布季度业绩,因此希望该公司能提供最新消息。</p><p>对此举的第二种解读是,英特尔正在采取积极措施夺回市场份额。该公司仍然是服务器 CPU 市场的领导者,但 AMD 在过去几年中取得了巨大的增长。AMD 的 x86 服务器单位份额在 2024 年第三季度为 24.2%,高于 2020 年第三季度的 6.6%。</p><p>事实可能是两者兼而有之。大幅降价可能会损害英特尔的利润率,但这并不是定论。由于英特尔采用英特尔 3 工艺在内部生产 Granite Rapids,如果降价能提高单位销量并提高公司晶圆厂的利用率,利润率可能不会受到太大影响。英特尔 3 是英特尔向代工客户提供的一种工艺,该公司可能有需要填补的过剩产能。</p><p><strong>削弱AMD的发展势头</strong></p><p>无论降价的原因是什么,英特尔最新的服务器 CPU 现在比 AMD 的 CPU 更具吸引力。AMD 将制造业务外包给<a href=\"https://laohu8.com/S/TSM\">台积电</a>,因此如果该公司因此降价,将侵蚀其利润率。</p><p>不过,有一点要记住,英特尔和 AMD 服务器 CPU 的标价并不是大客户实际支付的价格。相反,它们是一个上限。英特尔可能一直在为云计算客户提供大幅折扣。</p><p>无论如何,英特尔似乎正在全力以赴,试图让其数据中心业务恢复正常,并夺回过去几年失去的部分市场份额。凭借稳定且具有竞争力的产品阵容,激进的定价可能正是该公司扭转局面所需要的。</p><p>参考链接</p><p>https://finance.yahoo.com/news/intel-just-created-big-problem-104000212.html</p></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\" 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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英特尔给AMD制造了大麻烦\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-30 16:36 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250130101936abbcd208&s=b><strong>半导体行业观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>半导体巨头英特尔正陷入生存危机。该公司缺乏固定的首席执行官,其以代工为中心的战略悬而未决,市场份额的损失给财务带来了压力,其人工智能 (AI) 芯片业务也遭遇了很大挫折。虽然英特尔有很多问题,但服务器 CPU 业务是该公司取得真正进展的一个领域。几年前,竞争对手 AMD 凭借 Genoa 系列芯片超越了英特尔,在核心数量、性能和效率方面击败了市场领导者。虽然花了一段时间,但英特尔终于在去年凭借其...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250130101936abbcd208&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/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"BK4535":"淡马锡持仓","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4543":"AI","BK4527":"明星科技股","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - 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的最高水平。考虑到当时英特尔仍在奋力追赶,这一定价决定要么表明英特尔对 Granite Rapids 非常有信心,要么表明该公司还没有接受如今的竞争格局与几年前大不相同的事实。Tom's Hardware本周早些时候报道称,英特尔在未正式宣布的情况下大幅下调了 Granite Rapids CPU 的标价。旗舰型号的标价目前为12460美元,比最初的发布价低了整整5340美元。其他型号也进行了降价,使其价格低于同类 AMD 替代产品。值得注意的是,此次降价使得最高端 Granite Rapids 芯片的每核价格远低于 AMD 的顶级芯片,这使得 Granite Rapids 对构建密集云数据中心的客户来说具有吸引力。有几种方法可以解释此次降价。首先,Granite Rapids 的销量可能不如英特尔所希望的那样好。虽然该产品系列看起来不错,但定价过高可能会赶走客户。英特尔定于周四公布季度业绩,因此希望该公司能提供最新消息。对此举的第二种解读是,英特尔正在采取积极措施夺回市场份额。该公司仍然是服务器 CPU 市场的领导者,但 AMD 在过去几年中取得了巨大的增长。AMD 的 x86 服务器单位份额在 2024 年第三季度为 24.2%,高于 2020 年第三季度的 6.6%。事实可能是两者兼而有之。大幅降价可能会损害英特尔的利润率,但这并不是定论。由于英特尔采用英特尔 3 工艺在内部生产 Granite Rapids,如果降价能提高单位销量并提高公司晶圆厂的利用率,利润率可能不会受到太大影响。英特尔 3 是英特尔向代工客户提供的一种工艺,该公司可能有需要填补的过剩产能。削弱AMD的发展势头无论降价的原因是什么,英特尔最新的服务器 CPU 现在比 AMD 的 CPU 更具吸引力。AMD 将制造业务外包给台积电,因此如果该公司因此降价,将侵蚀其利润率。不过,有一点要记住,英特尔和 AMD 服务器 CPU 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压着中概股也不能涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/361450141937904","isVote":1,"tweetType":1,"viewCount":1850,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527296946160353","authorId":"3527296946160353","name":"金龟子","avatar":"https://static.tigerbbs.com/709d6c19c2e7b9fd3c0fe55a31e0b91a","crmLevel":2,"crmLevelSwitch":0,"idStr":"3527296946160353","authorIdStr":"3527296946160353"},"content":"哥,醒醒,京东出事了","text":"哥,醒醒,京东出事了","html":"哥,醒醒,京东出事了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398149609194048,"gmtCreate":1738227101553,"gmtModify":1738227103791,"author":{"id":"3485385939767603","authorId":"3485385939767603","name":"求美股稳定一点","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3485385939767603","authorIdStr":"3485385939767603"},"themes":[],"htmlText":"amd 价格比nvda低了这么多[笑哭] [笑哭] nvda麻烦了吗? 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href=\"https://laohu8.com/S/INTC\">英特尔</a>正陷入生存危机。该公司缺乏固定的首席执行官,其以代工为中心的战略悬而未决,市场份额的损失给财务带来了压力,其人工智能 (AI) 芯片业务也遭遇了很大挫折。</p><p>虽然英特尔有很多问题,但服务器 CPU 业务是该公司取得真正进展的一个领域。几年前,竞争对手 AMD 凭借 Genoa 系列芯片超越了英特尔,在核心数量、性能和效率方面击败了市场领导者。虽然花了一段时间,但英特尔终于在去年凭借其Granite Rapids 服务器CPU 找到了答案。</p><p>Granite Rapids 是英特尔的关键产品。该芯片系列最终将该公司的主线服务器 CPU 产品从老化的英特尔 7 制造工艺转移到更先进的英特尔 3 工艺,这一转变带来了显着的性能和效率提升。英特尔能够将最大核心数增加到 128 个,是其前代产品的两倍,评论表明英特尔在性能方面已基本赶上 AMD。</p><p><strong>意外降价</strong></p><p>Granite Rapids 的发布会上,有一点让人有些意外,那就是定价。英特尔决定大手笔下手,将旗舰机型的定价定在了 x86 服务器 CPU 的最高水平。考虑到当时英特尔仍在奋力追赶,这一定价决定要么表明英特尔对 Granite Rapids 非常有信心,要么表明该公司还没有接受如今的竞争格局与几年前大不相同的事实。</p><p>Tom's Hardware本周早些时候报道称,英特尔在未正式宣布的情况下大幅下调了 Granite Rapids CPU 的标价。旗舰型号的标价目前为12460美元,比最初的发布价低了整整5340美元。其他型号也进行了降价,使其价格低于同类 AMD 替代产品。</p><p>值得注意的是,此次降价使得最高端 Granite Rapids 芯片的每核价格远低于 AMD 的顶级芯片,这使得 Granite Rapids 对构建密集云数据中心的客户来说具有吸引力。</p><p>有几种方法可以解释此次降价。首先,Granite Rapids 的销量可能不如英特尔所希望的那样好。虽然该产品系列看起来不错,但定价过高可能会赶走客户。英特尔定于周四公布季度业绩,因此希望该公司能提供最新消息。</p><p>对此举的第二种解读是,英特尔正在采取积极措施夺回市场份额。该公司仍然是服务器 CPU 市场的领导者,但 AMD 在过去几年中取得了巨大的增长。AMD 的 x86 服务器单位份额在 2024 年第三季度为 24.2%,高于 2020 年第三季度的 6.6%。</p><p>事实可能是两者兼而有之。大幅降价可能会损害英特尔的利润率,但这并不是定论。由于英特尔采用英特尔 3 工艺在内部生产 Granite Rapids,如果降价能提高单位销量并提高公司晶圆厂的利用率,利润率可能不会受到太大影响。英特尔 3 是英特尔向代工客户提供的一种工艺,该公司可能有需要填补的过剩产能。</p><p><strong>削弱AMD的发展势头</strong></p><p>无论降价的原因是什么,英特尔最新的服务器 CPU 现在比 AMD 的 CPU 更具吸引力。AMD 将制造业务外包给<a href=\"https://laohu8.com/S/TSM\">台积电</a>,因此如果该公司因此降价,将侵蚀其利润率。</p><p>不过,有一点要记住,英特尔和 AMD 服务器 CPU 的标价并不是大客户实际支付的价格。相反,它们是一个上限。英特尔可能一直在为云计算客户提供大幅折扣。</p><p>无论如何,英特尔似乎正在全力以赴,试图让其数据中心业务恢复正常,并夺回过去几年失去的部分市场份额。凭借稳定且具有竞争力的产品阵容,激进的定价可能正是该公司扭转局面所需要的。</p><p>参考链接</p><p>https://finance.yahoo.com/news/intel-just-created-big-problem-104000212.html</p></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\" 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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英特尔给AMD制造了大麻烦\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-30 16:36 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250130101936abbcd208&s=b><strong>半导体行业观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>半导体巨头英特尔正陷入生存危机。该公司缺乏固定的首席执行官,其以代工为中心的战略悬而未决,市场份额的损失给财务带来了压力,其人工智能 (AI) 芯片业务也遭遇了很大挫折。虽然英特尔有很多问题,但服务器 CPU 业务是该公司取得真正进展的一个领域。几年前,竞争对手 AMD 凭借 Genoa 系列芯片超越了英特尔,在核心数量、性能和效率方面击败了市场领导者。虽然花了一段时间,但英特尔终于在去年凭借其...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250130101936abbcd208&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/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"BK4535":"淡马锡持仓","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4543":"AI","BK4527":"明星科技股","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - 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