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大拽
03-13
看看准不准
@IPO情报局:广合科技港股IPO:折价49%!全球算力PCB龙头二次上市
大拽
03-13
[财迷] 中!
大拽
03-13
中国脑机接口概念,
港股异动 | 脑机接口概念股直线拉升,南京熊猫电子股份涨超8%
大拽
2025-12-01
$蔚来(NIO)$
好惨呐~
大拽
2025-11-26
$蔚来(NIO)$
这个财报怎么说?让子弹飞一会儿才涨吗?
大拽
2025-11-10
$蔚来(NIO)$
等9块啊
大拽
2025-11-04
$Metsera Inc.(MTSR)$
观察。 生物技术公司 Metsera Inc. 恢复交易,大涨超15%,公司获得诺和诺德递交的修订版收购方案,获高达每股86.2美元的估值。 诺和诺德发言人:对生物技术公司Metsera的收购要约彰显了公司在美国投资的决心。我们有信心此次交易不构成反垄断问题。
大拽
2025-11-03
$蔚来(NIO)$
等9块
大拽
2025-10-27
$蔚来(NIO)$
等9块
大拽
2025-10-21
$蔚来(NIO)$
嗯。等9块
大拽
2025-10-14
$商汤-W(00020)$
这个成本不可能再跌回去了。只是看格局到什么时候卖出。6块?
大拽
2025-10-09
搞特么互联网+呢搁这。左脚踩右脚螺旋升天
大拽
2025-09-19
$中食民安(08283)$
罗永浩跟西贝对预制菜的争议,这么大流量对这个股票也没什么影响。到底是不是香港预制菜第一股啊~还是体量太小了。
大拽
2025-02-10
$中深建业(02503)$
突然大涨是几个意思呢?
大拽
2025-01-31
$商汤-W(00020)$
五百亿市值,搞不出deepseek?
大拽
2025-01-15
$Vertex Energy, Inc.(VTNRQ)$
破产了都没人关注了呢
大拽
2024-10-25
发展这么多年,到底是被老美摘桃子了,没有自主权,做好被吸干吃尽的准备。
“芯片制造回流美国”的历史性时刻!台积电美国工厂良率竟超台湾
大拽
2024-10-08
$商汤-W(00020)$
第一次格局一只股票。狠狠赚!
大拽
2024-01-22
$普乐师集团控股(02486)$
仙股吗?奔一元去了吗?
大拽
2020-04-23
$英格索兰(IR)$
这又发生了什么?盘前交易??
去老虎APP查看更多动态
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中!","images":[{"img":"https://static.tigerbbs.com/55bfca5baaae6d52b6de727a91a3f8f7","width":"1188","height":"2113"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/542143422280008","isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":542140676321920,"gmtCreate":1773384132502,"gmtModify":1773384135249,"author":{"id":"3490020086778821","authorId":"3490020086778821","name":"大拽","avatar":"https://static.tigerbbs.com/f3eef66f45bd8f4b630c17da346c44c2","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3490020086778821","authorIdStr":"3490020086778821"},"themes":[],"title":"","htmlText":"中国脑机接口概念,","listText":"中国脑机接口概念,","text":"中国脑机接口概念,","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/542140676321920","repostId":"1128843683","repostType":4,"repost":{"id":"1128843683","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":1773382178,"share":"https://www.laohu8.com/m/news/1128843683?lang=zh_CN&edition=full","pubTime":"2026-03-13 14:09","market":"hk","language":"zh","title":"港股异动 | 脑机接口概念股直线拉升,南京熊猫电子股份涨超8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1128843683","media":"老虎资讯综合","summary":"3月13日,脑机接口概念股直线拉升,$南京熊猫电子股份$涨超8%,脑洞$极光$涨近7%。消息面上,国家药监局批准首款侵入式脑机接口医疗器械上市。适用于颈段脊髓损伤所致四肢瘫患者,通过气动手套设备辅助实现手部的抓握功能代偿。","content":"<html><head></head><body><p>3月13日,脑机接口概念股直线拉升,<a href=\"https://laohu8.com/S/00553\">南京熊猫电子股份</a>涨超8%,脑洞<a href=\"https://laohu8.com/S/JG\">极光</a>涨近7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0352a4b48b6ca679fbb73259e3a4be8a\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上,国家药监局批准首款侵入式脑机接口医疗器械上市。近日,国家药监局批准了博睿康医疗科技(上海)有限公司植入式脑机接口手部运动功能代偿系统创新产品注册申请,实现脑机接口医疗器械全球首发上市,标志着国际首个侵入式脑机接口医疗器械进入临床应用阶段。该产品由脑机接口植入体、植入式脑电电极套件、脑电信号收发器、气动手套设备、一次性手术工具包、脑电解码软件、医用测试软件、临床管理软件组成。适用于颈段脊髓损伤所致四肢瘫患者,通过气动手套设备辅助实现手部的抓握功能代偿。患者需满足以下条件:18岁到60岁,C2~C6颈段脊髓损伤评级A~C级的四肢瘫,疾病确诊超过1年且经规范治疗后病情稳定至少6个月,手部无法完成抓握,上臂尚存部分功能。该产品采用硬脑膜外微创植入与无线供能通信技术,临床试验结果显示,受试者通过该产品实现了手部抓握能力的明显提高,进而改善患者生活质量。</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>港股异动 | 脑机接口概念股直线拉升,南京熊猫电子股份涨超8%</title>\n<style 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href=\"https://laohu8.com/S/00553\">南京熊猫电子股份</a>涨超8%,脑洞<a href=\"https://laohu8.com/S/JG\">极光</a>涨近7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0352a4b48b6ca679fbb73259e3a4be8a\" tg-width=\"560\" tg-height=\"240\"/></p><p>消息面上,国家药监局批准首款侵入式脑机接口医疗器械上市。近日,国家药监局批准了博睿康医疗科技(上海)有限公司植入式脑机接口手部运动功能代偿系统创新产品注册申请,实现脑机接口医疗器械全球首发上市,标志着国际首个侵入式脑机接口医疗器械进入临床应用阶段。该产品由脑机接口植入体、植入式脑电电极套件、脑电信号收发器、气动手套设备、一次性手术工具包、脑电解码软件、医用测试软件、临床管理软件组成。适用于颈段脊髓损伤所致四肢瘫患者,通过气动手套设备辅助实现手部的抓握功能代偿。患者需满足以下条件:18岁到60岁,C2~C6颈段脊髓损伤评级A~C级的四肢瘫,疾病确诊超过1年且经规范治疗后病情稳定至少6个月,手部无法完成抓握,上臂尚存部分功能。该产品采用硬脑膜外微创植入与无线供能通信技术,临床试验结果显示,受试者通过该产品实现了手部抓握能力的明显提高,进而改善患者生活质量。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0eb98587b5c81b2fc132df8572df3306","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4588":"碎股","BK1149":"通信设备","00553":"南京熊猫电子股份"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128843683","content_text":"3月13日,脑机接口概念股直线拉升,南京熊猫电子股份涨超8%,脑洞极光涨近7%。消息面上,国家药监局批准首款侵入式脑机接口医疗器械上市。近日,国家药监局批准了博睿康医疗科技(上海)有限公司植入式脑机接口手部运动功能代偿系统创新产品注册申请,实现脑机接口医疗器械全球首发上市,标志着国际首个侵入式脑机接口医疗器械进入临床应用阶段。该产品由脑机接口植入体、植入式脑电电极套件、脑电信号收发器、气动手套设备、一次性手术工具包、脑电解码软件、医用测试软件、临床管理软件组成。适用于颈段脊髓损伤所致四肢瘫患者,通过气动手套设备辅助实现手部的抓握功能代偿。患者需满足以下条件:18岁到60岁,C2~C6颈段脊髓损伤评级A~C级的四肢瘫,疾病确诊超过1年且经规范治疗后病情稳定至少6个月,手部无法完成抓握,上臂尚存部分功能。该产品采用硬脑膜外微创植入与无线供能通信技术,临床试验结果显示,受试者通过该产品实现了手部抓握能力的明显提高,进而改善患者生活质量。","news_type":1,"symbols_score_info":{"00553":1.5}},"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506141012144608,"gmtCreate":1764600183734,"gmtModify":1764600195607,"author":{"id":"3490020086778821","authorId":"3490020086778821","name":"大拽","avatar":"https://static.tigerbbs.com/f3eef66f45bd8f4b630c17da346c44c2","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3490020086778821","authorIdStr":"3490020086778821"},"themes":[],"title":"","htmlText":"<a 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href=\"https://laohu8.com/S/NVDA\">英伟达</a>、AMD、<a href=\"https://laohu8.com/S/AVGO\">博通</a>以及苹果公司等美国科技巨头的最核心芯片代工合作伙伴,可谓掌握着整个美国科技行业的几乎所有芯片产量。</p><p>在美国政府于2022年通过的《芯片与科学法案》(简称“芯片法案”)支持之下,台积电在美国的芯片工厂建设有望获得高达66亿美元的政府补贴以及50亿美元的特殊贷款辅助,外加25%的税收抵免,这些资金将全面用于在美国亚利桑那州建设三座大型芯片制造工厂,目前第一座工厂已经开始早期芯片制造。</p><p>不过台积电的这些补贴和政府支持措施,与《芯片法案》对于包括<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>以及美光在内的其他芯片公司能够获取的政府补贴与支持一样,尚未最终落地。这些补贴和支持措施仍需经过美国政府进一步的审查和批准,尚未正式到位。</p><p>据媒体报道,台积电官方发言人拒绝直接评论卡西迪所发表的最新言论,并且提到了台积电首席执行官魏哲家上周在与投资者们通话时的言论。</p><p>“我们在美国的第一座芯片制造工厂于4月开始进行工程晶圆生产,采用4nm芯片制程工艺来制造芯片产品,结果非常令人满意,早期的产量非常不错。”台积电掌舵人魏哲家当时在投资者会议上表示。“对于台积电和我们的客户来说,这是一个重要的经营里程碑,展示了台积电无比强大的制造能力和执行力。”</p><p>相比于台积电美国工厂所取得的早期积极进展,另外两家同样处于拜登政府芯片科技战略核心的全球顶级芯片制造商——英特尔以及三星,近几个月以来在美国的芯片工厂建设进程一直处于苦苦挣扎的负面状态。英特尔堪称《芯片法案》的最大受益者,所获得的补贴与政府贷款均位列获得《法案》支持的全球芯片公司之首——英特尔将获得高达85亿美元的政府补贴以及多达110亿美元的特殊贷款支持,然而现在正面临严重的财务压力,以至于英特尔推迟了全球芯片工厂建设进程,并考虑出售一部分资产。</p><p>与此同时,有着“芯片代工之王”称号的台积电一直顺风顺水。这家全球最大规模的芯片制造商上周公布的第三季度业绩全线超预期,其股价本月创下历史新高,并且提高了2024年营收增速目标。</p><p>台积电的最新业绩,可谓大幅强化了AI热潮仍然如火如荼的这一投资观点,AI芯片需求仍无比火爆。谈到市场对于AI芯片的需求时,台积电掌舵者魏哲家在业绩会议上表示,AI芯片需求前景非常乐观,并强调台积电客户们对于CoWoS先进封装的需求远超公司供给。</p><p>台积电管理层预计该公司全年营收将增长近30%,超过20%-25%的分析师普遍预期以及该公司上季度给出的预期,管理层还预计今年台积电的数据中心人工智能服务器芯片(包含英伟达AI GPU、博通AI ASIC等广泛的AI芯片)的相关营收将增加两倍以上。</p><p><strong>芯片制造回流美国,或许不再是空洞的口号</strong></p><p>随着全球三大芯片制造商——台积电、英特尔以及三星,在《芯片法案》支持下同意在美国新建大型芯片厂,“芯片制造回流美国”的步伐可能越来越快。根据美国半导体行业协会(SIA)的统计数据,美国在全球半导体制造能力中的份额已从1990年一度达到的37%下降到2020年的仅仅12%,美国前总统特朗普以及现总统拜登都将芯片制造回流美国作为任期内的重要任务。</p><p>美国政府在2022年通过《芯片与科学法案》,该法案力争帮助芯片公司在美国建造更多的芯片工厂,法案的最终目的则在于将美国再一次打造为芯片制造最强国,加速实现美国政府所期望的“芯片制造回流美国”。随着台积电美国工厂的芯片良率取得重大突破,且制程工艺为4nm级别这一当前台积电的最高端工艺之一,其先进程度仅次于3nm级别,“芯片制造回流美国”似乎不再是一句空洞的口号。</p><p>对于台积电美国工厂来说,最新的可用芯片比例提升是值得注意的,因为该芯片巨头历来将最先进以及最高效的芯片制造工厂设立在中国台湾。其位于亚利桑那州的工厂建设可谓极其艰难,因为台积电一开始甚至无法找到足够的技术人员来安装先进的芯片制造设备,工人们也在安全和人员管理问题上苦苦挣扎。台积电曾在去年年底与美国建筑工会达成协议。</p><p>这家芯片制造巨头最初计划在2024年初期推动位于美国亚利桑那州的第一家工厂全面投产,但此后由于劳工问题不断出现,将全面投产的目标推迟到2025年。后来,该公司将第二座美国芯片工厂的开工日期从最初预测的2026年推迟到2027年或2028年。这在当时引发了人们的担忧,即台积电可能无法像在中国台湾那样高效率地在美国制造芯片。</p><p>卡西迪在这场会议上补充表示,台积电现在可能热衷于进一步扩大其在美国的芯片制造业务,部分取决于美国政府是否会提供更多的支持措施,他引用了华盛顿关于第二部《芯片法案》的早期对话,并表示凤凰城综合体至少有六座晶圆厂的空间。</p><p>据了解,魏哲家在上周的业绩会议中对美国的推动表示乐观。“我们现在预计,我们第一座芯片制造工厂的量产将在2025年初开始,我们有信心在亚利桑那州的芯片工厂提供与台湾芯片工厂相同水平的制造工艺和可靠性。”他表示。</p></body></html>","source":"stock_zhitongcaijing","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>“芯片制造回流美国”的历史性时刻!台积电美国工厂良率竟超台湾</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{ 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{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“芯片制造回流美国”的历史性时刻!台积电美国工厂良率竟超台湾\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-25 08:30 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1199473.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,总部位于中国台湾的芯片制造巨头台积电(TSM.US)在美国亚利桑那州的第一家芯片工厂已实现早期可用芯片生产产量,即该工厂早期生产制造的芯片产品良率取得重大进展,甚至其芯片良率超过了台湾的类似规模与类似芯片制程工厂,这对于最初因延期和工人冲突而受阻的美国芯片制造扩张项目来说是一个重大突破。据一位与会者称,台积电美国分公司的总裁里克·卡西迪周三在一次网络研讨会上告诉所有听众,在台积...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1199473.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/975836d8c6eb511241583dccb0d387f2","relate_stocks":{"159813":"芯片","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC 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ASIC等广泛的AI芯片)的相关营收将增加两倍以上。芯片制造回流美国,或许不再是空洞的口号随着全球三大芯片制造商——台积电、英特尔以及三星,在《芯片法案》支持下同意在美国新建大型芯片厂,“芯片制造回流美国”的步伐可能越来越快。根据美国半导体行业协会(SIA)的统计数据,美国在全球半导体制造能力中的份额已从1990年一度达到的37%下降到2020年的仅仅12%,美国前总统特朗普以及现总统拜登都将芯片制造回流美国作为任期内的重要任务。美国政府在2022年通过《芯片与科学法案》,该法案力争帮助芯片公司在美国建造更多的芯片工厂,法案的最终目的则在于将美国再一次打造为芯片制造最强国,加速实现美国政府所期望的“芯片制造回流美国”。随着台积电美国工厂的芯片良率取得重大突破,且制程工艺为4nm级别这一当前台积电的最高端工艺之一,其先进程度仅次于3nm级别,“芯片制造回流美国”似乎不再是一句空洞的口号。对于台积电美国工厂来说,最新的可用芯片比例提升是值得注意的,因为该芯片巨头历来将最先进以及最高效的芯片制造工厂设立在中国台湾。其位于亚利桑那州的工厂建设可谓极其艰难,因为台积电一开始甚至无法找到足够的技术人员来安装先进的芯片制造设备,工人们也在安全和人员管理问题上苦苦挣扎。台积电曾在去年年底与美国建筑工会达成协议。这家芯片制造巨头最初计划在2024年初期推动位于美国亚利桑那州的第一家工厂全面投产,但此后由于劳工问题不断出现,将全面投产的目标推迟到2025年。后来,该公司将第二座美国芯片工厂的开工日期从最初预测的2026年推迟到2027年或2028年。这在当时引发了人们的担忧,即台积电可能无法像在中国台湾那样高效率地在美国制造芯片。卡西迪在这场会议上补充表示,台积电现在可能热衷于进一步扩大其在美国的芯片制造业务,部分取决于美国政府是否会提供更多的支持措施,他引用了华盛顿关于第二部《芯片法案》的早期对话,并表示凤凰城综合体至少有六座晶圆厂的空间。据了解,魏哲家在上周的业绩会议中对美国的推动表示乐观。“我们现在预计,我们第一座芯片制造工厂的量产将在2025年初开始,我们有信心在亚利桑那州的芯片工厂提供与台湾芯片工厂相同水平的制造工艺和可靠性。”他表示。","news_type":1,"symbols_score_info":{"159813":1,"TSM":1,"03145":0.6}},"isVote":1,"tweetType":1,"viewCount":4989,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357623635648600,"gmtCreate":1728320044064,"gmtModify":1728320047686,"author":{"id":"3490020086778821","authorId":"3490020086778821","name":"大拽","avatar":"https://static.tigerbbs.com/f3eef66f45bd8f4b630c17da346c44c2","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3490020086778821","authorIdStr":"3490020086778821"},"themes":[],"htmlText":"<a 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