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02:15
$标普500(.SPX)$
各位大佬。回调结束了吗?
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05-19 21:53
$美光科技(MU)$
太阴险了,诱多
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05-13
胡萝卜都带来了
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05-12
$纳斯达克(.IXIC)$
回调结束,下半场继续涨。
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05-11
$微软(MSFT)$
韬光养晦,一鸣惊人
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05-09
阿斗再糊涂下去,人家就要把鸡蛋换到别的篮子里去了。
英特尔与苹果达成初步芯片制造协议,特朗普政府居中撮合
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05-09
$美光科技(MU)$
凡是在老家未来投巨资搞实业的都是老家的宠儿。
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05-07
$美光科技(MU)$
反弹能量挺大的。
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05-05
五年长期合同是应对长江存储和长鑫存储价格战的绝招。
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05-04
中式思维里面神化一个人很正常。远古的个人崇拜。
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05-04
巴菲特老糊涂了,事实证明,人老了就得让位子。
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05-01
$美光科技(MU)$
为什么跳水了?
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05-01
$美光科技(MU)$
今天表现跟一坨屎一样
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04-29
$美光科技(MU)$
D.A.Davidson首次覆盖美光科技,给予“买入”评级,目标价1000美元。 2026-04-28 18:49:13
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04-29
$美光科技(MU)$
独立研究机构Melius Research给予美光和闪迪“买入”评级,针对美光和闪迪的两年目标价分别为700美元和1350美元。
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04-28
$英伟达(NVDA)$
涨的每一分都是真本事。
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04-27
$甲骨文(ORCL)$
布林带轨道158以下就是128了
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04-25
$阿斯麦(ASML)$
要拆股了。2030年股价2800美元。
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04-23
$美光科技(MU)$
修复起来真够强劲的
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04-23
$特斯拉(TSLA)$
大盘都怪特斯拉拖后腿。老马这发布会也好意思参加。
去老虎APP查看更多动态
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各位大佬。回调结束了吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/565985815160600","isVote":1,"tweetType":1,"viewCount":39,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3472532348212000","idStr":"3472532348212000"},"content":"没有,这只是第一阶段","text":"没有,这只是第一阶段","html":"没有,这只是第一阶段"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":565921766732912,"gmtCreate":1779198820377,"gmtModify":1779198822530,"author":{"id":"3491786977284258","authorId":"3491786977284258","name":"看看再说","avatar":"https://static.tigerbbs.com/022a7578ed922d64fe77d20c07d50727","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3491786977284258","idStr":"3491786977284258"},"themes":[],"title":"","htmlText":"<a 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太阴险了,诱多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/565921766732912","isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3480051839422027","authorId":"3480051839422027","name":"带翅膀的老虎","avatar":"https://static.tigerbbs.com/3e909a533772736ef00064aff4d26b98","crmLevel":7,"crmLevelSwitch":1,"authorIdStr":"3480051839422027","idStr":"3480051839422027"},"content":"昨晚12点多那叫一个兴奋","text":"昨晚12点多那叫一个兴奋","html":"昨晚12点多那叫一个兴奋"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563706334449808,"gmtCreate":1778658028039,"gmtModify":1778658031026,"author":{"id":"3491786977284258","authorId":"3491786977284258","name":"看看再说","avatar":"https://static.tigerbbs.com/022a7578ed922d64fe77d20c07d50727","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3491786977284258","idStr":"3491786977284258"},"themes":[],"title":"","htmlText":"胡萝卜都带来了","listText":"胡萝卜都带来了","text":"胡萝卜都带来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563706334449808","isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":563466100855784,"gmtCreate":1778599282739,"gmtModify":1778599284774,"author":{"id":"3491786977284258","authorId":"3491786977284258","name":"看看再说","avatar":"https://static.tigerbbs.com/022a7578ed922d64fe77d20c07d50727","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3491786977284258","idStr":"3491786977284258"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a> 回调结束,下半场继续涨。","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$ </a> 回调结束,下半场继续涨。","text":"$纳斯达克(.IXIC)$ 回调结束,下半场继续涨。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563466100855784","isVote":1,"tweetType":1,"viewCount":715,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":562912538747048,"gmtCreate":1778458351461,"gmtModify":1778458353388,"author":{"id":"3491786977284258","authorId":"3491786977284258","name":"看看再说","avatar":"https://static.tigerbbs.com/022a7578ed922d64fe77d20c07d50727","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3491786977284258","idStr":"3491786977284258"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a> 韬光养晦,一鸣惊人","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$ </a> 韬光养晦,一鸣惊人","text":"$微软(MSFT)$ 韬光养晦,一鸣惊人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/562912538747048","isVote":1,"tweetType":1,"viewCount":918,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":562247417296400,"gmtCreate":1778299148863,"gmtModify":1778299151224,"author":{"id":"3491786977284258","authorId":"3491786977284258","name":"看看再说","avatar":"https://static.tigerbbs.com/022a7578ed922d64fe77d20c07d50727","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3491786977284258","idStr":"3491786977284258"},"themes":[],"title":"","htmlText":"阿斗再糊涂下去,人家就要把鸡蛋换到别的篮子里去了。","listText":"阿斗再糊涂下去,人家就要把鸡蛋换到别的篮子里去了。","text":"阿斗再糊涂下去,人家就要把鸡蛋换到别的篮子里去了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/562247417296400","repostId":"2634616794","repostType":2,"repost":{"id":"2634616794","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1778283857,"share":"https://www.laohu8.com/m/news/2634616794?lang=zh_CN&edition=full","pubTime":"2026-05-09 07:44","market":"us","language":"zh","title":"英特尔与苹果达成初步芯片制造协议,特朗普政府居中撮合","url":"https://stock-news.laohu8.com/highlight/detail?id=2634616794","media":"华尔街见闻","summary":"时隔多年重建芯片合作。","content":"<html><head></head><body><p>据报道,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>与<a href=\"https://laohu8.com/S/INTC\">英特尔</a>已达成初步协议,英特尔将为部分苹果设备制造芯片。<strong>这一合作若落地,将为苹果供应链增加关键备选,也为英特尔重振代工业务提供重量级客户背书。</strong></p><p>目前尚不清楚英特尔将为哪些苹果产品制造芯片。苹果每年出货超过2亿部iPhone,同时还销售数百万台iPad和Mac电脑,任何供应链调整都可能对产能配置和市场预期产生影响。</p><p>受此消息驱动,英特尔股价日内大涨13.15%,苹果股价日上涨1.8%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e820a227f03ae135426867571808c8ef\" title=\"\" tg-width=\"1182\" tg-height=\"808\"/></p><p><strong>特朗普政府持有英特尔10%股权,在这笔交易中扮演关键角色。</strong>美国商务部长在过去一年内多次会见苹果CEO库克,力促双方达成合作。特朗普本人亦曾在白宫会见库克时亲自为英特尔游说。</p><p>至此,<strong>英特尔已与</strong> <strong><a href=\"https://laohu8.com/S/AAPL\">苹果</a> 、</strong><a href=\"https://laohu8.com/S/NVDA\"><strong>英伟达</a>和马斯克旗下相关公司全部建立合作伙伴关系。</strong></p><h2 id=\"id_1181979145\">协议细节尚未明朗,英特尔代工哪些芯片仍待确认</h2><p>目前,双方均未公开披露具体合作内容。英特尔究竟将为苹果哪些产品制造芯片,目前仍不明确。苹果每年出货逾2亿部iPhone,以及数百万台iPad和Mac电脑。</p><p>苹果长期依赖<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSMC)为其自研芯片代工,涵盖iPhone、iPad、Mac等全线产品。</p><p><strong>但随着英伟达等人工智能芯片设计商对台积电产能需求急剧攀升,苹果在供应保障上的议价能力已有所下降。</strong></p><p>库克在苹果最近两次财报电话会议上均提及,先进芯片供应不足导致iPhone无法满足市场需求,并警告相关制约将延续至当前季度,影响多款Mac机型。</p><h2 id=\"id_4203222775\">特朗普政府持有英特尔10%股权,政治推力不可忽视</h2><p>这笔合作背后,美国政府的介入至关重要。<strong>特朗普政府去年夏天将近90亿美元联邦补贴转换为英特尔股权,持股比例达10%。</strong>此后,特朗普多次公开表态力挺英特尔。</p><p>"我喜欢英特尔,"特朗普今年1月表示。他称政府通过这笔投资已获得"<a href=\"https://laohu8.com/S/SBAY\">数百亿</a>美元"回报,并表示政府的背书吸引了重量级合作伙伴入局。特朗普说:</p><blockquote><p><strong>"我们一进场,苹果跟进来了,英伟达也跟进来了,很多聪明人都跟进来了"</strong></p></blockquote><p>美国商务部长Howard Lutnick在过去一年中多次会见库克、马斯克以及黄仁勋,游说三方与英特尔开展业务合作。</p><p>英特尔此前已与英伟达及马斯克达成合作:英伟达去年9月向英特尔投资50亿美元,双方合作为英伟达定制数据中心CPU;马斯克则与英特尔宣布在德克萨斯州共建芯片制造厂,服务于<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和SpaceX的Terafab项目。</p><h2 id=\"id_3031166969\">Lip-Bu Tan大刀阔斧重塑英特尔,扭转颓势初见成效</h2><p>英特尔近年来深陷困境。过去十年间,受累于一系列技术失误、管理层更迭及并购整合失败,英特尔在代工领域大幅落后于 <a href=\"https://laohu8.com/S/TSM\">台积电</a> 和<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>,外部客户相继流失。</p><p>现任首席执行官Lip-Bu Tan于2025年3月接替被迫离职的Pat Gelsinger,上任之初即遭遇波折——特朗普曾公开质疑其与中国的密切关联,并一度呼吁将其撤换。但Tan随后以务实姿态赢得特朗普信任,政府随即宣布入股英特尔。</p><p><strong>Tan上任以来动作密集:</strong></p><p>大规模调整高管团队,从台积电挖高级主管Wei-Jen Lo(此举引发台积电提起诉讼);撤换产品负责人,另行任命新高管分掌数据中心处理器、客户端计算业务及新成立的定制芯片部门;并在英特尔最先进的"14A"制程工艺上持续加码投入。</p><p>苹果与英特尔的合作,距苹果上一次使用英特尔芯片已有数年之隔。苹果自2006年起采用英特尔设计的CPU作为Mac主处理器,但于2020年全面转向基于<a href=\"https://laohu8.com/S/ARM\">Arm</a>架构的自研芯片。</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>英特尔与苹果达成初步芯片制造协议,特朗普政府居中撮合</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{ margin:1.2em 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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英特尔与苹果达成初步芯片制造协议,特朗普政府居中撮合\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-05-09 07:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据报道,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>与<a href=\"https://laohu8.com/S/INTC\">英特尔</a>已达成初步协议,英特尔将为部分苹果设备制造芯片。<strong>这一合作若落地,将为苹果供应链增加关键备选,也为英特尔重振代工业务提供重量级客户背书。</strong></p><p>目前尚不清楚英特尔将为哪些苹果产品制造芯片。苹果每年出货超过2亿部iPhone,同时还销售数百万台iPad和Mac电脑,任何供应链调整都可能对产能配置和市场预期产生影响。</p><p>受此消息驱动,英特尔股价日内大涨13.15%,苹果股价日上涨1.8%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e820a227f03ae135426867571808c8ef\" title=\"\" tg-width=\"1182\" tg-height=\"808\"/></p><p><strong>特朗普政府持有英特尔10%股权,在这笔交易中扮演关键角色。</strong>美国商务部长在过去一年内多次会见苹果CEO库克,力促双方达成合作。特朗普本人亦曾在白宫会见库克时亲自为英特尔游说。</p><p>至此,<strong>英特尔已与</strong> <strong><a href=\"https://laohu8.com/S/AAPL\">苹果</a> 、</strong><a href=\"https://laohu8.com/S/NVDA\"><strong>英伟达</a>和马斯克旗下相关公司全部建立合作伙伴关系。</strong></p><h2 id=\"id_1181979145\">协议细节尚未明朗,英特尔代工哪些芯片仍待确认</h2><p>目前,双方均未公开披露具体合作内容。英特尔究竟将为苹果哪些产品制造芯片,目前仍不明确。苹果每年出货逾2亿部iPhone,以及数百万台iPad和Mac电脑。</p><p>苹果长期依赖<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSMC)为其自研芯片代工,涵盖iPhone、iPad、Mac等全线产品。</p><p><strong>但随着英伟达等人工智能芯片设计商对台积电产能需求急剧攀升,苹果在供应保障上的议价能力已有所下降。</strong></p><p>库克在苹果最近两次财报电话会议上均提及,先进芯片供应不足导致iPhone无法满足市场需求,并警告相关制约将延续至当前季度,影响多款Mac机型。</p><h2 id=\"id_4203222775\">特朗普政府持有英特尔10%股权,政治推力不可忽视</h2><p>这笔合作背后,美国政府的介入至关重要。<strong>特朗普政府去年夏天将近90亿美元联邦补贴转换为英特尔股权,持股比例达10%。</strong>此后,特朗普多次公开表态力挺英特尔。</p><p>"我喜欢英特尔,"特朗普今年1月表示。他称政府通过这笔投资已获得"<a href=\"https://laohu8.com/S/SBAY\">数百亿</a>美元"回报,并表示政府的背书吸引了重量级合作伙伴入局。特朗普说:</p><blockquote><p><strong>"我们一进场,苹果跟进来了,英伟达也跟进来了,很多聪明人都跟进来了"</strong></p></blockquote><p>美国商务部长Howard Lutnick在过去一年中多次会见库克、马斯克以及黄仁勋,游说三方与英特尔开展业务合作。</p><p>英特尔此前已与英伟达及马斯克达成合作:英伟达去年9月向英特尔投资50亿美元,双方合作为英伟达定制数据中心CPU;马斯克则与英特尔宣布在德克萨斯州共建芯片制造厂,服务于<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和SpaceX的Terafab项目。</p><h2 id=\"id_3031166969\">Lip-Bu Tan大刀阔斧重塑英特尔,扭转颓势初见成效</h2><p>英特尔近年来深陷困境。过去十年间,受累于一系列技术失误、管理层更迭及并购整合失败,英特尔在代工领域大幅落后于 <a href=\"https://laohu8.com/S/TSM\">台积电</a> 和<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>,外部客户相继流失。</p><p>现任首席执行官Lip-Bu Tan于2025年3月接替被迫离职的Pat Gelsinger,上任之初即遭遇波折——特朗普曾公开质疑其与中国的密切关联,并一度呼吁将其撤换。但Tan随后以务实姿态赢得特朗普信任,政府随即宣布入股英特尔。</p><p><strong>Tan上任以来动作密集:</strong></p><p>大规模调整高管团队,从台积电挖高级主管Wei-Jen Lo(此举引发台积电提起诉讼);撤换产品负责人,另行任命新高管分掌数据中心处理器、客户端计算业务及新成立的定制芯片部门;并在英特尔最先进的"14A"制程工艺上持续加码投入。</p><p>苹果与英特尔的合作,距苹果上一次使用英特尔芯片已有数年之隔。苹果自2006年起采用英特尔设计的CPU作为Mac主处理器,但于2020年全面转向基于<a href=\"https://laohu8.com/S/ARM\">Arm</a>架构的自研芯片。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"INTW":"2倍做多INTC ETF-GraniteShares","INTC":"英特尔","LINT":"Direxion Daily INTC Bull 2X 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、英伟达和马斯克旗下相关公司全部建立合作伙伴关系。协议细节尚未明朗,英特尔代工哪些芯片仍待确认目前,双方均未公开披露具体合作内容。英特尔究竟将为苹果哪些产品制造芯片,目前仍不明确。苹果每年出货逾2亿部iPhone,以及数百万台iPad和Mac电脑。苹果长期依赖台积电(TSMC)为其自研芯片代工,涵盖iPhone、iPad、Mac等全线产品。但随着英伟达等人工智能芯片设计商对台积电产能需求急剧攀升,苹果在供应保障上的议价能力已有所下降。库克在苹果最近两次财报电话会议上均提及,先进芯片供应不足导致iPhone无法满足市场需求,并警告相关制约将延续至当前季度,影响多款Mac机型。特朗普政府持有英特尔10%股权,政治推力不可忽视这笔合作背后,美国政府的介入至关重要。特朗普政府去年夏天将近90亿美元联邦补贴转换为英特尔股权,持股比例达10%。此后,特朗普多次公开表态力挺英特尔。\"我喜欢英特尔,\"特朗普今年1月表示。他称政府通过这笔投资已获得\"数百亿美元\"回报,并表示政府的背书吸引了重量级合作伙伴入局。特朗普说:\"我们一进场,苹果跟进来了,英伟达也跟进来了,很多聪明人都跟进来了\"美国商务部长Howard Lutnick在过去一年中多次会见库克、马斯克以及黄仁勋,游说三方与英特尔开展业务合作。英特尔此前已与英伟达及马斯克达成合作:英伟达去年9月向英特尔投资50亿美元,双方合作为英伟达定制数据中心CPU;马斯克则与英特尔宣布在德克萨斯州共建芯片制造厂,服务于特斯拉和SpaceX的Terafab项目。Lip-Bu Tan大刀阔斧重塑英特尔,扭转颓势初见成效英特尔近年来深陷困境。过去十年间,受累于一系列技术失误、管理层更迭及并购整合失败,英特尔在代工领域大幅落后于 台积电 和三星,外部客户相继流失。现任首席执行官Lip-Bu Tan于2025年3月接替被迫离职的Pat Gelsinger,上任之初即遭遇波折——特朗普曾公开质疑其与中国的密切关联,并一度呼吁将其撤换。但Tan随后以务实姿态赢得特朗普信任,政府随即宣布入股英特尔。Tan上任以来动作密集:大规模调整高管团队,从台积电挖高级主管Wei-Jen 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