马甲的个人主页 - 老虎社区

马甲

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IP属地：湖南

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02-20

多讲点这种鬼故事，把价格拉到35

英特尔代工--最后的“机会窗口”

2025-12-11

韭菜割完了，人均3000刀不到

抱歉，原内容已删除

2025-06-12

一起喊: 瑶瑶领先

问界登顶中国豪华车市场，超越BBA与特斯拉

2025-02-20

撤离得了。时代不同了。

抱歉，原内容已删除

2025-02-20

估计还要跌一天，前天发股票了，预扣税卖35%，然后拿到股票的要卖也是这两天。高点嘛

【美股异动｜Meta续跌超2% 此前结束二十连涨官宣首届LlamaCon大会】Meta Platforms(META.US)续跌超2%，该股昨日结束二十个交易日连涨。消息面上，当地时间周二，Meta Platforms宣布将在今年4月29日举行首届LlamaCon——专门面向生成式人工智能的开发者大会。大会的名字源于Meta的开源AI模型Llama系列。公司宣布，在4月底的大会上将分享开源AI发展的最新动态，来帮助开发者构建“令人惊叹的应用和产品”。在接下来的几周里，公司也将公布更多与LlamaCon有关的信息。(格隆汇)

2025-02-14

有数据安全法的，何必为了中国市场单独自己搞一个，成本不合算。中国外区域有各大模型，接入就好。目前市场大，没必要吃全产业链。

2025-01-23

h据说降80%

瑞银：Blackwell四季度或创收90亿美元，维持英伟达目标价185美元

2025-01-13

大回调可能到100，问题是可能不会大回调

2024-12-27

希望能破150，但是可能涨完当周又回来，在1.17处的call wall打破很难。140/150都有几十万的单。

2024-12-19

$谷歌A(GOOGL)$ 等你会16x，全仓正股与lrap call睡觉能安稳

2024-12-11

商用还早，估计商业也不是G家，大公司病严重。起大早赶晚集。

2024-12-07

$英伟达(NVDA)$ 果然是想往140打。收割掉全部

2024-12-05

$Carvana Co.(CVNA)$ 加油，早日到新高

2024-11-26

$英伟达(NVDA)$ 130左右

2024-11-01

4+5+1.2=10.2，还行。

美国10月非农数据惊人“大降温”！10月失业率4.1%

2024-10-31

这是多不受待见，同样操作，星巴克屁事没有，EI跳水

雅诗兰黛盘前大跌，公司撤回2025财年展望并下调派息

2024-10-28

还在涨，也是牛。当年18年gm换新CEO都没这待遇

2024-10-28

$Carvana Co.(CVNA)$ 新高就空

2024-10-28

本周ADP可能为负值呢

2024-09-03

$上证指数(000001.SH)$ 大A的参与者是已经习惯了么？😙😙😙😙

去老虎APP查看更多动态

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15:16","market":"us","language":"zh","title":"英特尔代工--最后的“机会窗口”","url":"https://stock-news.laohu8.com/highlight/detail?id=2612853252","media":"华尔街见闻","summary":"英特尔代工业务陷困境：2025年Q4巨亏25亿美元，至今无外部客户，陷入“投资过快、需求不足”恶性循环。18A制程技术有优势但生态落后，必须在2026-2027年拿下苹果、英伟达等订单证明自己，否则地缘窗口关闭后将面临战略收缩。","content":"<html><head></head><body><p>近期，硅谷芯片工程师Damnang2在社交媒体X上发布了一篇题为《<a href=\"https://laohu8.com/S/INTC\">英特尔</a>代工：最后的机会》的深度分析。</p><p>分析指出，英特尔代工业务正站在生死攸关的十字路口。尽管英特尔在技术路线上进行了激进押注，试图通过18A制程重塑格局，但严峻的财务数据揭示了其面临的结构性困境：<strong>必须在巨额亏损与外部客户缺失的恶性循环中寻找突破口。</strong></p><p>2025年第四季度的财报数据显示，英特尔代工业务录得45亿美元营收，却伴随着高达25亿美元的营业亏损。CEO Lip-Bu Tan坦言，公司在需求不足的情况下“投资过多、过快”。这一表态与英特尔向美国证券交易委员会（SEC）提交的文件相呼应，文件中明确提示风险：<strong>公司尚未在其任何节点上获得具有有意义规模的外部代工客户。</strong></p><p>分析认为，这一现状不仅是信任赤字的问题，更是深层的结构性挑战。代工行业的护城河建立在数十年的技术积累之上，从设计工具的匹配度到大规模生产中的良率学习曲线，后来者面临着极高的壁垒。与此同时，<a href=\"https://laohu8.com/S/TSM\">台积电</a>在美国和日本的产能布局，以及<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>的卷土重来，正在迅速挤压英特尔作为“替代选项”的生存空间。</p><p>对于投资者而言，<strong>核心关注点已从技术蓝图转向执行落地。</strong>市场正在密切注视英特尔能否在2026年至2027年这一狭窄的“机会窗口”内，将地缘政治带来的红利转化为实际的客户订单与良率数据。若无法在此期间建立起正向的商业循环，其代工战略或将面临不可逆转的收缩压力。</p><h2 id=\"id_2930881155\">技术壁垒与“第N个”进入者的困境</h2><p>分析指出，代工业务的核心门槛并非单一技术，<strong>而是时间与产量复利效应构建的系统性壁垒。</strong>从芯片设计到量产的每一个环节，都对追赶者构成了严峻挑战。</p><p>首要障碍在于工艺设计套件（PDK）与模型硬件相关性（MHC）。PDK是连接设计与制造的桥梁，其核心指标MHC决定了硅片表现是否符合模拟预期。台积电凭借三十多年服务数千家客户积累的数据，能够不断校准模型精度。相比之下，英特尔18A PDK 1.0于2024年7月才发布，尽管声称有超过100次流片，但在行业评估中，其验证成熟度仍远不及竞争对手。此外，IP生态的匮乏形成了“鸡生蛋”的难题：台<strong>积电拥有数千个经过硅验证的IP，因为客户多、回报高；而英特尔因客户少导致IP少，进而更难吸引客户。</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b6319a39c1cd68b2302b0cbc6f643879\" tg-width=\"1024\" tg-height=\"558\"/></p><p>在制造端，最佳已知方法（BKM）的积累同样依赖规模。BKM源于对海量晶圆、多样化设计图案的反复跑通与缺陷修正。台积电通过处理各类客户的芯片积累了丰富的工艺数据，而英特尔主要依赖自身的x86处理器，缺乏对移动AP、AI加速器等多样化设计的工艺经验。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3a57cdb2e61479d7dd709f77d6b6c2c9\" tg-width=\"1024\" tg-height=\"558\"/></p><p>这种技术差距最终转化为严酷的经济账。<strong>代工经济学的核心是良率与产能利用率。</strong>在先进节点，单片晶圆成本超过2万美元，良率从65%提升至90%意味着单颗芯片成本下降超过38%。同时，低产能利用率会导致巨额的固定成本分摊。<strong>英特尔代工目前的亏损，正是低良率与低利用率双重叠加的结构性后果。</strong>缺乏外部产量导致学习数据不足，良率爬坡慢，进而推高成本，削弱竞争力，难以获取新客户——这是一个亟待打破的负向循环。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f0fc999b8a23db5efe7264c18c2e85cd\" tg-width=\"1024\" tg-height=\"558\"/></p><h2 id=\"id_270727385\">18A的现实与2nm战场的博弈</h2><p>分析指出，作为英特尔反击的核心武器，18A制程已在2025年下半年进入生产阶段，首发产品包括Panther Lake（PC端）和Clearwater Forest（服务器端）。虽然Lip-Bu Tan对进展持乐观态度，但目前的进展主要局限于英特尔自家产品。真正的考验在于面向外部客户的18A-P版本，其大规模量产与客户验证预计要到2026年才能见分晓。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/34e245aa896755d4d9cac4ce3a7e584d\" tg-width=\"1024\" tg-height=\"558\"/></p><p>在与台积电N2的直接竞争中，双方优势各异。英特尔依靠PowerVia（背面供电技术）在性能和能效上宣称具有优势，这在理论上能缓解布线瓶颈。然而，在密度方面，台积电N2以每平方毫米3.13亿个晶体管明显领先于英特尔18A的2.38亿个。<strong>更高的密度意味着更低的单芯片成本。</strong>此外，PowerVia虽然先进，但需要客户重新设计电源布线架构，这增加了迁移成本。相比之下，台积电在N2上保留了前道供电选项，为客户提供了更平滑的过渡路径。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7dda7b55a5461da8161b6566860d9a8e\" tg-width=\"1024\" tg-height=\"558\"/></p><p>与此同时，<a href=\"https://laohu8.com/S/SMSD.UK\">三星电子</a>正在重回战场，成为英特尔不容忽视的威胁。尽管曾因良率问题失去<a href=\"https://laohu8.com/S/QCOM\">高通</a>订单，但<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>正通过SF2（2nm）工艺卷土重来。据报道，<strong>三星已与<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>签署价值165亿美元的长期供应协议，并传出高通回归的信号。</strong>三星不仅拥有激进的定价策略，其位于德州泰勒的晶圆厂也直接削弱了英特尔在美国本土制造的独特性。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2e0eeb675a2fa7e93ed7ec870a78c708\" tg-width=\"1024\" tg-height=\"558\"/></p><h2 id=\"id_3640731408\">客户突围：<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>与生存倒计时</h2><p>分析认为，在这一格局下，无晶圆厂客户的“多源采购”策略成为英特尔最后的机会。</p><p>据分析师郭明𫓹透露，<strong>苹果已收到英特尔18A-P的PDK并进行内部模拟，结果符合预期。</strong>市场猜测苹果可能在2026年将MacBook Air或iPad Pro的入门级芯片交由英特尔代工。对苹果而言，这是为了降低对台积电的单一依赖及规避地缘政治风险。然而，这笔交易尚未最终敲定，2026年上半年将是关键的决策节点。</p><p><social-image src=\"https://wpimg-wscn.awtmt.com/236b9e20-54cd-424c-acb2-d618bb8f531a.png\"></social-image></p><p>英伟达的态度则更为审慎。尽管英伟达已向英特尔投资50亿美元并持有约4%的股份，但在晶圆制造上的合作信号依然模糊。路透社曾报道英伟达暂停了18A的测试，但DigiTimes随后指出，英伟达正探索利用英特尔的18A或14A工艺制造下一代GPU（代号Feynman）的I/O模块，并结合英特尔的EMIB先进封装技术。这种“计算核心留给台积电，外围模块尝试英特尔”的模式，或是最务实的切入点。</p><p>此外，<a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>AWS已计划利用英特尔18A生产AI加速器和定制服务器芯片，但这更多是基于供应链韧性的战略防御，而非单纯的技术选择。</p><p><strong>英特尔面临的时间窗口正在关闭。</strong>随着台积电亚利桑那工厂和三星泰勒工厂的产能释放，英特尔目前享有的“美国本土制造”地缘溢价将被稀释。如果不能在2026年至2027年间证明其良率的稳定性和生态的成熟度，主要客户将可能继续锁定台积电，或转向复苏的三星。</p><p>对于英特尔代工而言，这已不再是关于“潜力”的叙事，而是关于“证明”的决战。唯有18A-P成功导入外部客户并确立量产规模，才能启动良率学习的飞轮，从而为后续的14A制程争取到生存空间。否则，其代工战略恐将面临再一次的战略性收缩。</p><p><social-image src=\"https://wpimg-wscn.awtmt.com/6f2729ab-0d4e-4d32-9524-1e70286c5b4b.png\"></social-image></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>英特尔代工--最后的“机会窗口”</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 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {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英特尔代工--最后的“机会窗口”\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\">2026-02-20 15:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>近期，硅谷芯片工程师Damnang2在社交媒体X上发布了一篇题为《<a href=\"https://laohu8.com/S/INTC\">英特尔</a>代工：最后的机会》的深度分析。</p><p>分析指出，英特尔代工业务正站在生死攸关的十字路口。尽管英特尔在技术路线上进行了激进押注，试图通过18A制程重塑格局，但严峻的财务数据揭示了其面临的结构性困境：<strong>必须在巨额亏损与外部客户缺失的恶性循环中寻找突破口。</strong></p><p>2025年第四季度的财报数据显示，英特尔代工业务录得45亿美元营收，却伴随着高达25亿美元的营业亏损。CEO Lip-Bu Tan坦言，公司在需求不足的情况下“投资过多、过快”。这一表态与英特尔向美国证券交易委员会（SEC）提交的文件相呼应，文件中明确提示风险：<strong>公司尚未在其任何节点上获得具有有意义规模的外部代工客户。</strong></p><p>分析认为，这一现状不仅是信任赤字的问题，更是深层的结构性挑战。代工行业的护城河建立在数十年的技术积累之上，从设计工具的匹配度到大规模生产中的良率学习曲线，后来者面临着极高的壁垒。与此同时，<a href=\"https://laohu8.com/S/TSM\">台积电</a>在美国和日本的产能布局，以及<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>的卷土重来，正在迅速挤压英特尔作为“替代选项”的生存空间。</p><p>对于投资者而言，<strong>核心关注点已从技术蓝图转向执行落地。</strong>市场正在密切注视英特尔能否在2026年至2027年这一狭窄的“机会窗口”内，将地缘政治带来的红利转化为实际的客户订单与良率数据。若无法在此期间建立起正向的商业循环，其代工战略或将面临不可逆转的收缩压力。</p><h2 id=\"id_2930881155\">技术壁垒与“第N个”进入者的困境</h2><p>分析指出，代工业务的核心门槛并非单一技术，<strong>而是时间与产量复利效应构建的系统性壁垒。</strong>从芯片设计到量产的每一个环节，都对追赶者构成了严峻挑战。</p><p>首要障碍在于工艺设计套件（PDK）与模型硬件相关性（MHC）。PDK是连接设计与制造的桥梁，其核心指标MHC决定了硅片表现是否符合模拟预期。台积电凭借三十多年服务数千家客户积累的数据，能够不断校准模型精度。相比之下，英特尔18A PDK 1.0于2024年7月才发布，尽管声称有超过100次流片，但在行业评估中，其验证成熟度仍远不及竞争对手。此外，IP生态的匮乏形成了“鸡生蛋”的难题：台<strong>积电拥有数千个经过硅验证的IP，因为客户多、回报高；而英特尔因客户少导致IP少，进而更难吸引客户。</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b6319a39c1cd68b2302b0cbc6f643879\" tg-width=\"1024\" tg-height=\"558\"/></p><p>在制造端，最佳已知方法（BKM）的积累同样依赖规模。BKM源于对海量晶圆、多样化设计图案的反复跑通与缺陷修正。台积电通过处理各类客户的芯片积累了丰富的工艺数据，而英特尔主要依赖自身的x86处理器，缺乏对移动AP、AI加速器等多样化设计的工艺经验。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3a57cdb2e61479d7dd709f77d6b6c2c9\" tg-width=\"1024\" tg-height=\"558\"/></p><p>这种技术差距最终转化为严酷的经济账。<strong>代工经济学的核心是良率与产能利用率。</strong>在先进节点，单片晶圆成本超过2万美元，良率从65%提升至90%意味着单颗芯片成本下降超过38%。同时，低产能利用率会导致巨额的固定成本分摊。<strong>英特尔代工目前的亏损，正是低良率与低利用率双重叠加的结构性后果。</strong>缺乏外部产量导致学习数据不足，良率爬坡慢，进而推高成本，削弱竞争力，难以获取新客户——这是一个亟待打破的负向循环。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f0fc999b8a23db5efe7264c18c2e85cd\" tg-width=\"1024\" tg-height=\"558\"/></p><h2 id=\"id_270727385\">18A的现实与2nm战场的博弈</h2><p>分析指出，作为英特尔反击的核心武器，18A制程已在2025年下半年进入生产阶段，首发产品包括Panther Lake（PC端）和Clearwater Forest（服务器端）。虽然Lip-Bu Tan对进展持乐观态度，但目前的进展主要局限于英特尔自家产品。真正的考验在于面向外部客户的18A-P版本，其大规模量产与客户验证预计要到2026年才能见分晓。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/34e245aa896755d4d9cac4ce3a7e584d\" tg-width=\"1024\" tg-height=\"558\"/></p><p>在与台积电N2的直接竞争中，双方优势各异。英特尔依靠PowerVia（背面供电技术）在性能和能效上宣称具有优势，这在理论上能缓解布线瓶颈。然而，在密度方面，台积电N2以每平方毫米3.13亿个晶体管明显领先于英特尔18A的2.38亿个。<strong>更高的密度意味着更低的单芯片成本。</strong>此外，PowerVia虽然先进，但需要客户重新设计电源布线架构，这增加了迁移成本。相比之下，台积电在N2上保留了前道供电选项，为客户提供了更平滑的过渡路径。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/7dda7b55a5461da8161b6566860d9a8e\" tg-width=\"1024\" tg-height=\"558\"/></p><p>与此同时，<a href=\"https://laohu8.com/S/SMSD.UK\">三星电子</a>正在重回战场，成为英特尔不容忽视的威胁。尽管曾因良率问题失去<a href=\"https://laohu8.com/S/QCOM\">高通</a>订单，但<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>正通过SF2（2nm）工艺卷土重来。据报道，<strong>三星已与<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>签署价值165亿美元的长期供应协议，并传出高通回归的信号。</strong>三星不仅拥有激进的定价策略，其位于德州泰勒的晶圆厂也直接削弱了英特尔在美国本土制造的独特性。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2e0eeb675a2fa7e93ed7ec870a78c708\" tg-width=\"1024\" tg-height=\"558\"/></p><h2 id=\"id_3640731408\">客户突围：<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>与生存倒计时</h2><p>分析认为，在这一格局下，无晶圆厂客户的“多源采购”策略成为英特尔最后的机会。</p><p>据分析师郭明𫓹透露，<strong>苹果已收到英特尔18A-P的PDK并进行内部模拟，结果符合预期。</strong>市场猜测苹果可能在2026年将MacBook Air或iPad Pro的入门级芯片交由英特尔代工。对苹果而言，这是为了降低对台积电的单一依赖及规避地缘政治风险。然而，这笔交易尚未最终敲定，2026年上半年将是关键的决策节点。</p><p><social-image src=\"https://wpimg-wscn.awtmt.com/236b9e20-54cd-424c-acb2-d618bb8f531a.png\"></social-image></p><p>英伟达的态度则更为审慎。尽管英伟达已向英特尔投资50亿美元并持有约4%的股份，但在晶圆制造上的合作信号依然模糊。路透社曾报道英伟达暂停了18A的测试，但DigiTimes随后指出，英伟达正探索利用英特尔的18A或14A工艺制造下一代GPU（代号Feynman）的I/O模块，并结合英特尔的EMIB先进封装技术。这种“计算核心留给台积电，外围模块尝试英特尔”的模式，或是最务实的切入点。</p><p>此外，<a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>AWS已计划利用英特尔18A生产AI加速器和定制服务器芯片，但这更多是基于供应链韧性的战略防御，而非单纯的技术选择。</p><p><strong>英特尔面临的时间窗口正在关闭。</strong>随着台积电亚利桑那工厂和三星泰勒工厂的产能释放，英特尔目前享有的“美国本土制造”地缘溢价将被稀释。如果不能在2026年至2027年间证明其良率的稳定性和生态的成熟度，主要客户将可能继续锁定台积电，或转向复苏的三星。</p><p>对于英特尔代工而言，这已不再是关于“潜力”的叙事，而是关于“证明”的决战。唯有18A-P成功导入外部客户并确立量产规模，才能启动良率学习的飞轮，从而为后续的14A制程争取到生存空间。否则，其代工战略恐将面临再一次的战略性收缩。</p><p><social-image src=\"https://wpimg-wscn.awtmt.com/6f2729ab-0d4e-4d32-9524-1e70286c5b4b.png\"></social-image></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e58fcd4a67c330616cf11ed02c0ac7c5","relate_stocks":{"BK4529":"IDC概念","BK4602":"量子计算概念","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4141":"半导体产品","INTW":"2倍做多INTC ETF-GraniteShares","BK4575":"芯片概念","BK4535":"淡马锡持仓","LINT":"Direxion Daily INTC Bull 2X ETF","BK4515":"5G概念","BK4612":"AI芯片","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4550":"红杉资本持仓","BK4579":"人工智能","BK4588":"碎股","BK4605":"半导体精选","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","BK4554":"元宇宙及AR概念","BK4543":"AI","BK4527":"明星科技股","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","BK4512":"苹果概念","INTC":"英特尔","BK4585":"ETF&股票定投概念","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","BK4534":"瑞士信贷持仓","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC"},"source_url":"https://wallstreetcn.com/articles/3765890","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2612853252","content_text":"近期，硅谷芯片工程师Damnang2在社交媒体X上发布了一篇题为《英特尔代工：最后的机会》的深度分析。分析指出，英特尔代工业务正站在生死攸关的十字路口。尽管英特尔在技术路线上进行了激进押注，试图通过18A制程重塑格局，但严峻的财务数据揭示了其面临的结构性困境：必须在巨额亏损与外部客户缺失的恶性循环中寻找突破口。2025年第四季度的财报数据显示，英特尔代工业务录得45亿美元营收，却伴随着高达25亿美元的营业亏损。CEO Lip-Bu Tan坦言，公司在需求不足的情况下“投资过多、过快”。这一表态与英特尔向美国证券交易委员会（SEC）提交的文件相呼应，文件中明确提示风险：公司尚未在其任何节点上获得具有有意义规模的外部代工客户。分析认为，这一现状不仅是信任赤字的问题，更是深层的结构性挑战。代工行业的护城河建立在数十年的技术积累之上，从设计工具的匹配度到大规模生产中的良率学习曲线，后来者面临着极高的壁垒。与此同时，台积电在美国和日本的产能布局，以及三星电子的卷土重来，正在迅速挤压英特尔作为“替代选项”的生存空间。对于投资者而言，核心关注点已从技术蓝图转向执行落地。市场正在密切注视英特尔能否在2026年至2027年这一狭窄的“机会窗口”内，将地缘政治带来的红利转化为实际的客户订单与良率数据。若无法在此期间建立起正向的商业循环，其代工战略或将面临不可逆转的收缩压力。技术壁垒与“第N个”进入者的困境分析指出，代工业务的核心门槛并非单一技术，而是时间与产量复利效应构建的系统性壁垒。从芯片设计到量产的每一个环节，都对追赶者构成了严峻挑战。首要障碍在于工艺设计套件（PDK）与模型硬件相关性（MHC）。PDK是连接设计与制造的桥梁，其核心指标MHC决定了硅片表现是否符合模拟预期。台积电凭借三十多年服务数千家客户积累的数据，能够不断校准模型精度。相比之下，英特尔18A PDK 1.0于2024年7月才发布，尽管声称有超过100次流片，但在行业评估中，其验证成熟度仍远不及竞争对手。此外，IP生态的匮乏形成了“鸡生蛋”的难题：台积电拥有数千个经过硅验证的IP，因为客户多、回报高；而英特尔因客户少导致IP少，进而更难吸引客户。在制造端，最佳已知方法（BKM）的积累同样依赖规模。BKM源于对海量晶圆、多样化设计图案的反复跑通与缺陷修正。台积电通过处理各类客户的芯片积累了丰富的工艺数据，而英特尔主要依赖自身的x86处理器，缺乏对移动AP、AI加速器等多样化设计的工艺经验。这种技术差距最终转化为严酷的经济账。代工经济学的核心是良率与产能利用率。在先进节点，单片晶圆成本超过2万美元，良率从65%提升至90%意味着单颗芯片成本下降超过38%。同时，低产能利用率会导致巨额的固定成本分摊。英特尔代工目前的亏损，正是低良率与低利用率双重叠加的结构性后果。缺乏外部产量导致学习数据不足，良率爬坡慢，进而推高成本，削弱竞争力，难以获取新客户——这是一个亟待打破的负向循环。18A的现实与2nm战场的博弈分析指出，作为英特尔反击的核心武器，18A制程已在2025年下半年进入生产阶段，首发产品包括Panther Lake（PC端）和Clearwater Forest（服务器端）。虽然Lip-Bu Tan对进展持乐观态度，但目前的进展主要局限于英特尔自家产品。真正的考验在于面向外部客户的18A-P版本，其大规模量产与客户验证预计要到2026年才能见分晓。在与台积电N2的直接竞争中，双方优势各异。英特尔依靠PowerVia（背面供电技术）在性能和能效上宣称具有优势，这在理论上能缓解布线瓶颈。然而，在密度方面，台积电N2以每平方毫米3.13亿个晶体管明显领先于英特尔18A的2.38亿个。更高的密度意味着更低的单芯片成本。此外，PowerVia虽然先进，但需要客户重新设计电源布线架构，这增加了迁移成本。相比之下，台积电在N2上保留了前道供电选项，为客户提供了更平滑的过渡路径。与此同时，三星电子正在重回战场，成为英特尔不容忽视的威胁。尽管曾因良率问题失去高通订单，但三星正通过SF2（2nm）工艺卷土重来。据报道，三星已与特斯拉签署价值165亿美元的长期供应协议，并传出高通回归的信号。三星不仅拥有激进的定价策略，其位于德州泰勒的晶圆厂也直接削弱了英特尔在美国本土制造的独特性。客户突围：苹果、英伟达与生存倒计时分析认为，在这一格局下，无晶圆厂客户的“多源采购”策略成为英特尔最后的机会。据分析师郭明𫓹透露，苹果已收到英特尔18A-P的PDK并进行内部模拟，结果符合预期。市场猜测苹果可能在2026年将MacBook Air或iPad Pro的入门级芯片交由英特尔代工。对苹果而言，这是为了降低对台积电的单一依赖及规避地缘政治风险。然而，这笔交易尚未最终敲定，2026年上半年将是关键的决策节点。英伟达的态度则更为审慎。尽管英伟达已向英特尔投资50亿美元并持有约4%的股份，但在晶圆制造上的合作信号依然模糊。路透社曾报道英伟达暂停了18A的测试，但DigiTimes随后指出，英伟达正探索利用英特尔的18A或14A工艺制造下一代GPU（代号Feynman）的I/O模块，并结合英特尔的EMIB先进封装技术。这种“计算核心留给台积电，外围模块尝试英特尔”的模式，或是最务实的切入点。此外，微软和亚马逊AWS已计划利用英特尔18A生产AI加速器和定制服务器芯片，但这更多是基于供应链韧性的战略防御，而非单纯的技术选择。英特尔面临的时间窗口正在关闭。随着台积电亚利桑那工厂和三星泰勒工厂的产能释放，英特尔目前享有的“美国本土制造”地缘溢价将被稀释。如果不能在2026年至2027年间证明其良率的稳定性和生态的成熟度，主要客户将可能继续锁定台积电，或转向复苏的三星。对于英特尔代工而言，这已不再是关于“潜力”的叙事，而是关于“证明”的决战。唯有18A-P成功导入外部客户并确立量产规模，才能启动良率学习的飞轮，从而为后续的14A制程争取到生存空间。否则，其代工战略恐将面临再一次的战略性收缩。","news_type":1,"symbols_score_info":{"INTW":0.6,"LINT":0.6,"INTC":1.98}},"isVote":1,"tweetType":1,"viewCount":1027,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":509696951853112,"gmtCreate":1765422666372,"gmtModify":1765422668925,"author":{"id":"3492666186842287","authorId":"3492666186842287","name":"马甲","avatar":"https://static.tigerbbs.com/0313a49e0eab3259826c3cbaa473b1c4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3492666186842287","idStr":"3492666186842287"},"themes":[],"title":"","htmlText":"韭菜割完了，人均3000刀不到","listText":"韭菜割完了，人均3000刀不到","text":"韭菜割完了，人均3000刀不到","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/509696951853112","repostId":"2590557381","repostType":2,"isVote":1,"tweetType":1,"viewCount":947,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":445215024267752,"gmtCreate":1749716131719,"gmtModify":1749716132692,"author":{"id":"3492666186842287","authorId":"3492666186842287","name":"马甲","avatar":"https://static.tigerbbs.com/0313a49e0eab3259826c3cbaa473b1c4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3492666186842287","idStr":"3492666186842287"},"themes":[],"title":"","htmlText":"一起喊:&nbsp; 瑶瑶领先","listText":"一起喊:&nbsp; 瑶瑶领先","text":"一起喊: 瑶瑶领先","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/445215024267752","repostId":"2542553074","repostType":2,"repost":{"id":"2542553074","kind":"news","pubTimestamp":1749683409,"share":"https://www.laohu8.com/m/news/2542553074?lang=zh_CN&edition=full","pubTime":"2025-06-12 07:10","market":"us","language":"zh","title":"问界登顶中国豪华车市场，超越BBA与特斯拉","url":"https://stock-news.laohu8.com/highlight/detail?id=2542553074","media":"三言科技","summary":"据悉，2025年6月第一周中国汽车市场上险量数据显示，AITO问界汽车以8790辆的上险量超越奔驰、宝马、奥迪，成为中国豪华车市场销量冠军。其中，问界M9上险量为3100辆，问界M8为4300辆，问界M7为790辆，问界M5为600辆。同期，宝马、奔驰、奥迪分别位列第二、第四、第五名。特斯拉上险量为8640辆，理想汽车为8270辆，小米汽车因小米YU7开始生产，上周上险量为4370辆，被比亚迪方程豹反超。","content":"<html><body><article><p>据悉，2025年6月第一周中国汽车市场上险量数据显示，AITO问界汽车以8790辆的上险量<a href=\"https://laohu8.com/S/301049\">超越</a>奔驰、宝马、奥迪，成为中国豪华车市场销量<a href=\"https://laohu8.com/S/00092\">冠军</a>。其中，问界M9上险量为3100辆，问界M8为4300辆，问界M7为790辆，问界M5为600辆。同期，宝马、奔驰、奥迪分别位列第二、第四、第五名。<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>上险量为8640辆，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>为8270辆，<a href=\"https://laohu8.com/S/01810\">小米</a>汽车因小米YU7开始生产，上周上险量为4370辆，被<a href=\"https://laohu8.com/S/002594\">比亚迪</a>方程豹反超。</p></article></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\" 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>问界登顶中国豪华车市场，超越BBA与特斯拉</title>\n<style 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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问界登顶中国豪华车市场，超越BBA与特斯拉\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-12 07:10 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250612071304a4a411a1&s=b><strong>三言科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据悉，2025年6月第一周中国汽车市场上险量数据显示，AITO问界汽车以8790辆的上险量超越奔驰、宝马、奥迪，成为中国豪华车市场销量冠军。其中，问界M9上险量为3100辆，问界M8为4300辆，问界M7为790辆，问界M5为600辆。同期，宝马、奔驰、奥迪分别位列第二、第四、第五名。特斯拉上险量为8640辆，理想汽车为8270辆，小米汽车因小米YU7开始生产，上周上险量为4370辆，被比亚迪方程...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250612071304a4a411a1&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"601127":"赛力斯","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","TSYW.SI":"TESLA 3xLongSG261006","TSLL":"2倍做多TSLA ETF-Direxion","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4612":"AI芯片","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A 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INC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250612071304a4a411a1&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2542553074","content_text":"据悉，2025年6月第一周中国汽车市场上险量数据显示，AITO问界汽车以8790辆的上险量超越奔驰、宝马、奥迪，成为中国豪华车市场销量冠军。其中，问界M9上险量为3100辆，问界M8为4300辆，问界M7为790辆，问界M5为600辆。同期，宝马、奔驰、奥迪分别位列第二、第四、第五名。特斯拉上险量为8640辆，理想汽车为8270辆，小米汽车因小米YU7开始生产，上周上险量为4370辆，被比亚迪方程豹反超。","news_type":1,"symbols_score_info":{"601127":0.9,"TSLA":1,"TSYW.SI":0.6,"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":2788,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":405520586314008,"gmtCreate":1740028357166,"gmtModify":1740028358387,"author":{"id":"3492666186842287","authorId":"3492666186842287","name":"马甲","avatar":"https://static.tigerbbs.com/0313a49e0eab3259826c3cbaa473b1c4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3492666186842287","idStr":"3492666186842287"},"themes":[],"title":"","htmlText":"撤离得了。时代不同了。","listText":"撤离得了。时代不同了。","text":"撤离得了。时代不同了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/405520586314008","repostId":"2512484571","repostType":2,"isVote":1,"tweetType":1,"viewCount":3092,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":405524212122104,"gmtCreate":1740028305475,"gmtModify":1740028307615,"author":{"id":"3492666186842287","authorId":"3492666186842287","name":"马甲","avatar":"https://static.tigerbbs.com/0313a49e0eab3259826c3cbaa473b1c4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3492666186842287","idStr":"3492666186842287"},"themes":[],"title":"","htmlText":"估计还要跌一天，前天发股票了，预扣税卖35%，然后拿到股票的要卖也是这两天。高点嘛","listText":"估计还要跌一天，前天发股票了，预扣税卖35%，然后拿到股票的要卖也是这两天。高点嘛","text":"估计还要跌一天，前天发股票了，预扣税卖35%，然后拿到股票的要卖也是这两天。高点嘛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/405524212122104","repostId":"2512485885","repostType":2,"repost":{"id":"2512485885","kind":"news","pubTimestamp":1739977087,"share":"https://www.laohu8.com/m/news/2512485885?lang=zh_CN&edition=full","pubTime":"2025-02-19 22:58","market":"us","language":"zh","title":"【美股异动｜Meta续跌超2% 此前结束二十连涨 官宣首届LlamaCon大会】Meta Platforms(META.US)续跌超2%，该股昨日结束二十个交易日连涨。消息面上，当地时间周二，Meta Platforms宣布将在今年4月29日举行首届LlamaCon——专门面向生成式人工智能的开发者大会。大会的名字源于Meta的开源AI模型Llama系列。公司宣布，在4月底的大会上将分享开源AI发展的最新动态，来帮助开发者构建“令人惊叹的应用和产品”。在接下来的几周里，公司也将公布更多与LlamaCon有关的信息。(格隆汇)","url":"https://stock-news.laohu8.com/highlight/detail?id=2512485885","media":"金融界","summary":"Meta Platforms(META.US)续跌超2%，该股昨日结束二十个交易日连涨。消息面上，当地时间周二，Meta Platforms宣布将在今年4月29日举行首届LlamaCon——专门面向生成式人工智能的开发者大会。大会的名字源于Meta的开源AI模型Llama系列。公司宣布，在4月底的大会上将分享开源AI发展的最新动态，来帮助开发者构建“令人惊叹的应用和产品”。在接下来的几周里，公司也将公布更多与LlamaCon有关的信息。(格隆汇)","content":"<html><body><div>Meta Platforms(META.US)续跌超2%，该股昨日结束二十个交易日连涨。消息面上，当地时间周二，Meta Platforms宣布将在今年4月29日举行首届LlamaCon——专门面向生成式人工智能的开发者大会。大会的名字源于Meta的开源AI模型Llama系列。公司宣布，在4月底的大会上将分享开源AI发展的最新动态，来帮助开发者构建“令人惊叹的应用和产品”。在接下来的几周里，公司也将公布更多与LlamaCon有关的信息。(格隆汇)</div></body></html>","source":"jinrongjie_stock","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>【美股异动｜Meta续跌超2% 此前结束二十连涨 官宣首届LlamaCon大会】Meta Platforms(META.US)续跌超2%，该股昨日结束二十个交易日连涨。消息面上，当地时间周二，Meta Platforms宣布将在今年4月29日举行首届LlamaCon——专门面向生成式人工智能的开发者大会。大会的名字源于Meta的开源AI模型Llama系列。公司宣布，在4月底的大会上将分享开源AI发展的最新动态，来帮助开发者构建“令人惊叹的应用和产品”。在接下来的几周里，公司也将公布更多与LlamaCon有关的信息。(格隆汇)</title>\n<style 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Platforms(META.US)续跌超2%，该股昨日结束二十个交易日连涨。消息面上，当地时间周二，Meta Platforms宣布将在今年4月29日举行首届LlamaCon——专门面向生成式人工智能的开发者大会。大会的名字源于Meta的开源AI模型Llama系列。公司宣布，在4月底的大会上将分享开源AI发展的最新动态，来帮助开发者构建“令人惊叹的应用和产品”。在接下来的几周里，公司也...</p>\n\n<a href=\"https://24h.jrj.com.cn/2025/02/19225848267105.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"161631":"人工智能","META":"Meta Platforms, Inc.","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge 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10:15","market":"us","language":"zh","title":"瑞银：Blackwell四季度或创收90亿美元，维持英伟达目标价185美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2505513517","media":"智通财经","summary":"瑞银分析师Timothy Arcuri维持英伟达185美元的目标价基本不变。Arcuri在给客户的报告中写道：“首先，我们认为Blackwell芯片的收益率已经上升，第四季度(1月)和第一季度(4月)的组合正迅速从Hopper转向Blackwell。”Arcuri补充道：“因此，我们现在看到Blackwell在1月份的收入约为90亿美元，但我们认为Hopper在1月份会下降。我们预计第四季度(1月)收入为420亿美元，第一季度(4月)仍为470亿美元。”","content":"<html><head></head><body><p>1月22日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的股票自上次报告季度业绩以来股价基本持平，但鉴于对Blackwell生产的乐观情绪，投资公司瑞银预计该公司最新生产线的收入将超过此前的预期。瑞银分析师Timothy Arcuri维持英伟达185美元的目标价基本不变。</p><p>Arcuri在给客户的报告中写道：“首先，我们认为Blackwell芯片的收益率已经上升，第四季度(1月)和第一季度(4月)的组合正迅速从Hopper转向Blackwell。”此外，根据富士康的最新业绩，英伟达可能面临的任何硬件问题“最近都有了显著改善”，因为该公司正在向合作伙伴交付B200和GB200处理器，机架交货已经开始。</p><p>Arcuri补充道：“因此，我们现在看到Blackwell在1月份的收入约为90亿美元(而之前的预期约为50亿美元，供应链能力能够支持高达140亿美元)，但我们认为Hopper在1月份会下降。我们预计第四季度(1月)收入为420亿美元(数据中心)，第一季度(4月)仍为470亿美元。”</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>瑞银：Blackwell四季度或创收90亿美元，维持英伟达目标价185美元</title>\n<style 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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瑞银：Blackwell四季度或创收90亿美元，维持英伟达目标价185美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-22 10:15 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1241627.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1月22日，英伟达的股票自上次报告季度业绩以来股价基本持平，但鉴于对Blackwell生产的乐观情绪，投资公司瑞银预计该公司最新生产线的收入将超过此前的预期。瑞银分析师Timothy Arcuri维持英伟达185美元的目标价基本不变。Arcuri在给客户的报告中写道：“首先，我们认为Blackwell芯片的收益率已经上升，第四季度(1月)和第一季度(4月)的组合正迅速从Hopper转向...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1241627.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/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达"},"source_url":"http://www.zhitongcaijing.com/content/detail/1241627.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2505513517","content_text":"1月22日，英伟达的股票自上次报告季度业绩以来股价基本持平，但鉴于对Blackwell生产的乐观情绪，投资公司瑞银预计该公司最新生产线的收入将超过此前的预期。瑞银分析师Timothy Arcuri维持英伟达185美元的目标价基本不变。Arcuri在给客户的报告中写道：“首先，我们认为Blackwell芯片的收益率已经上升，第四季度(1月)和第一季度(4月)的组合正迅速从Hopper转向Blackwell。”此外，根据富士康的最新业绩，英伟达可能面临的任何硬件问题“最近都有了显著改善”，因为该公司正在向合作伙伴交付B200和GB200处理器，机架交货已经开始。Arcuri补充道：“因此，我们现在看到Blackwell在1月份的收入约为90亿美元(而之前的预期约为50亿美元，供应链能力能够支持高达140亿美元)，但我们认为Hopper在1月份会下降。我们预计第四季度(1月)收入为420亿美元(数据中心)，第一季度(4月)仍为470亿美元。”","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":3011,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392193544384784,"gmtCreate":1736781409069,"gmtModify":1736781411710,"author":{"id":"3492666186842287","authorId":"3492666186842287","name":"马甲","avatar":"https://static.tigerbbs.com/0313a49e0eab3259826c3cbaa473b1c4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3492666186842287","idStr":"3492666186842287"},"themes":[],"title":"","htmlText":"大回调可能到100，问题是可能不会大回调","listText":"大回调可能到100，问题是可能不会大回调","text":"大回调可能到100，问题是可能不会大回调","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/392193544384784","isVote":1,"tweetType":1,"viewCount":3876,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4173149581503700","authorId":"4173149581503700","name":"显卡之王","avatar":"https://static.tigerbbs.com/09322b22510beb1d0e83a8d72bd297ac","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4173149581503700","idStr":"4173149581503700"},"content":"不可能的，到 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wall打破很难。140/150都有几十万的单。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/386017335620024","isVote":1,"tweetType":1,"viewCount":2581,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383152952561896,"gmtCreate":1734572434962,"gmtModify":1734572436264,"author":{"id":"3492666186842287","authorId":"3492666186842287","name":"马甲","avatar":"https://static.tigerbbs.com/0313a49e0eab3259826c3cbaa473b1c4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3492666186842287","idStr":"3492666186842287"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$&nbsp;</a>等你会16x，全仓正股与lrap call睡觉能安稳","listText":"<a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$&nbsp;</a>等你会16x，全仓正股与lrap call睡觉能安稳","text":"$谷歌A(GOOGL)$ 等你会16x，全仓正股与lrap call睡觉能安稳","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383152952561896","isVote":1,"tweetType":1,"viewCount":3642,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380511901118832,"gmtCreate":1733923700771,"gmtModify":1733923703058,"author":{"id":"3492666186842287","authorId":"3492666186842287","name":"马甲","avatar":"https://static.tigerbbs.com/0313a49e0eab3259826c3cbaa473b1c4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3492666186842287","idStr":"3492666186842287"},"themes":[],"title":"","htmlText":"商用还早，估计商业也不是G家，大公司病严重。起大早赶晚集。","listText":"商用还早，估计商业也不是G家，大公司病严重。起大早赶晚集。","text":"商用还早，估计商业也不是G家，大公司病严重。起大早赶晚集。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380511901118832","isVote":1,"tweetType":1,"viewCount":2898,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":378790074626240,"gmtCreate":1733503458908,"gmtModify":1733503460791,"author":{"id":"3492666186842287","authorId":"3492666186842287","name":"马甲","avatar":"https://static.tigerbbs.com/0313a49e0eab3259826c3cbaa473b1c4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3492666186842287","idStr":"3492666186842287"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 果然是想往140打。收割掉全部","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 果然是想往140打。收割掉全部","text":"$英伟达(NVDA)$ 果然是想往140打。收割掉全部","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378790074626240","isVote":1,"tweetType":1,"viewCount":2519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":378185977078088,"gmtCreate":1733361019472,"gmtModify":1733361021155,"author":{"id":"3492666186842287","authorId":"3492666186842287","name":"马甲","avatar":"https://static.tigerbbs.com/0313a49e0eab3259826c3cbaa473b1c4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3492666186842287","idStr":"3492666186842287"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CVNA\">$Carvana Co.(CVNA)$&nbsp;</a> 加油，早日到新高","listText":"<a href=\"https://laohu8.com/S/CVNA\">$Carvana Co.(CVNA)$&nbsp;</a> 加油，早日到新高","text":"$Carvana Co.(CVNA)$ 加油，早日到新高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/378185977078088","isVote":1,"tweetType":1,"viewCount":1409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375226642317696,"gmtCreate":1732611829011,"gmtModify":1732611830379,"author":{"id":"3492666186842287","authorId":"3492666186842287","name":"马甲","avatar":"https://static.tigerbbs.com/0313a49e0eab3259826c3cbaa473b1c4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3492666186842287","idStr":"3492666186842287"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 130左右","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 130左右","text":"$英伟达(NVDA)$ 130左右","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375226642317696","isVote":1,"tweetType":1,"viewCount":1345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":366326809653376,"gmtCreate":1730465817460,"gmtModify":1730465819915,"author":{"id":"3492666186842287","authorId":"3492666186842287","name":"马甲","avatar":"https://static.tigerbbs.com/0313a49e0eab3259826c3cbaa473b1c4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3492666186842287","idStr":"3492666186842287"},"themes":[],"title":"","htmlText":"4+5+1.2=10.2，还行。","listText":"4+5+1.2=10.2，还行。","text":"4+5+1.2=10.2，还行。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366326809653376","repostId":"1161870905","repostType":4,"repost":{"id":"1161870905","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":1730464233,"share":"https://www.laohu8.com/m/news/1161870905?lang=zh_CN&edition=full","pubTime":"2024-11-01 20:30","market":"us","language":"zh","title":"美国10月非农数据惊人“大降温”！10月失业率4.1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1161870905","media":"老虎资讯综合","summary":"预期为11.3万人，前值修正为22.3万人。","content":"<html><head></head><body><p><strong>美国10月新增非农就业人数1.2万人，预期为11.3万人，前值由25.4万人修正为22.3万人。</strong></p><p><strong>8月和9月非农数据大幅下修</strong></p><p>8月份新增非农就业总人数从15.9万人向下修正8.1万人，至7.8万人；9月份新增非农就业总人数从25.4万人向下修正3.1万人，至22.3万人。经过这些修正，8月和9月的就业人数加起来比之前报告的人数少了11.2万人。</p><p><strong>分析：飓风和罢工导致？</strong></p><p>周五公布的就业数据是在飓风“米尔顿”在佛罗里达州登陆的一周内收集的，不久之后飓风“海伦妮”袭击了美国东南部。波音公司持续的罢工导致3.3万名员工停止工作，也拖累了这一数字。</p><p>分析师Casselman指出，值得注意的是，在我们预计会受到风暴和罢工影响的许多行业，招聘都很疲弱。制造业就业人数减少了4.6万人，可能主要是由于波音公司的罢工。零售、休闲和酒店业的就业人数下降，这些行业容易受到飓风的破坏。</p><p><strong>失业率持平</strong></p><p>美国10月失业率 4.1%，预期 4.1%，前值 4.1%。</p><p>数据发布后，美股指数期货直线拉升！利率期货显示美联储11月、12月以及2025年降息25个基点的可能性增强。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/08b60962bd045b1818b85fccf97b8054\" title=\"\" tg-width=\"1017\" tg-height=\"634\"/></p><p><strong>个股盘前走势</strong></p><p>Atlassian大涨超21%。上季度营收、每股收益超预期，上调全年增长展望。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78c0813d0e2f9f662c956403accd96de\" title=\"\" tg-width=\"450\" tg-height=\"130\"/></p><p><a href=\"https://laohu8.com/S/INTC\">英特尔</a>涨7%。三季度营收133亿美元，超出预期。第四季度收入指引略高于预期，引发了人们对该公司有能力收复部分市场份额的乐观情绪。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/35e9abfad66afc18c631aa062e5e24fd\" title=\"\" tg-width=\"450\" tg-height=\"127\"/></p><p>同时，芯片股盘前集体向好。截至发稿，昨日大跌的ARM涨1.77%，英伟达涨1.78%，台积电涨1.5%，AMD涨0.8%，高通涨0.5%。</p><p><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>涨超7%。三季度总营收超预期，EPS跳涨55%，年末节假日购物季的收入指引虽略逊预期，但盈利指引利好，且云业务利润率和公司整体营业利润率齐创新高。</p><p>苹果跌超1.8%。上季iPhone收入“翻身”，但在华销售依然萎靡。补缴税百亿拖累盈利转降，本季营收或放缓。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a4c71385954d4c6be0a62bb24503090\" title=\"\" tg-width=\"450\" tg-height=\"126\"/></p><p>特朗普媒体科技集团续跌超7%，此前连续两个交易日大跌，连收三根阴线。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f6e8f02f569ed1c768b2c3123f5358e7\" title=\"\" tg-width=\"450\" tg-height=\"131\"/></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>美国10月非农数据惊人“大降温”！10月失业率4.1%</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 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {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美国10月非农数据惊人“大降温”！10月失业率4.1%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" 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\">2024-11-01 20:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>美国10月新增非农就业人数1.2万人，预期为11.3万人，前值由25.4万人修正为22.3万人。</strong></p><p><strong>8月和9月非农数据大幅下修</strong></p><p>8月份新增非农就业总人数从15.9万人向下修正8.1万人，至7.8万人；9月份新增非农就业总人数从25.4万人向下修正3.1万人，至22.3万人。经过这些修正，8月和9月的就业人数加起来比之前报告的人数少了11.2万人。</p><p><strong>分析：飓风和罢工导致？</strong></p><p>周五公布的就业数据是在飓风“米尔顿”在佛罗里达州登陆的一周内收集的，不久之后飓风“海伦妮”袭击了美国东南部。波音公司持续的罢工导致3.3万名员工停止工作，也拖累了这一数字。</p><p>分析师Casselman指出，值得注意的是，在我们预计会受到风暴和罢工影响的许多行业，招聘都很疲弱。制造业就业人数减少了4.6万人，可能主要是由于波音公司的罢工。零售、休闲和酒店业的就业人数下降，这些行业容易受到飓风的破坏。</p><p><strong>失业率持平</strong></p><p>美国10月失业率 4.1%，预期 4.1%，前值 4.1%。</p><p>数据发布后，美股指数期货直线拉升！利率期货显示美联储11月、12月以及2025年降息25个基点的可能性增强。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/08b60962bd045b1818b85fccf97b8054\" title=\"\" tg-width=\"1017\" tg-height=\"634\"/></p><p><strong>个股盘前走势</strong></p><p>Atlassian大涨超21%。上季度营收、每股收益超预期，上调全年增长展望。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/78c0813d0e2f9f662c956403accd96de\" title=\"\" tg-width=\"450\" tg-height=\"130\"/></p><p><a href=\"https://laohu8.com/S/INTC\">英特尔</a>涨7%。三季度营收133亿美元，超出预期。第四季度收入指引略高于预期，引发了人们对该公司有能力收复部分市场份额的乐观情绪。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/35e9abfad66afc18c631aa062e5e24fd\" title=\"\" tg-width=\"450\" tg-height=\"127\"/></p><p>同时，芯片股盘前集体向好。截至发稿，昨日大跌的ARM涨1.77%，英伟达涨1.78%，台积电涨1.5%，AMD涨0.8%，高通涨0.5%。</p><p><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>涨超7%。三季度总营收超预期，EPS跳涨55%，年末节假日购物季的收入指引虽略逊预期，但盈利指引利好，且云业务利润率和公司整体营业利润率齐创新高。</p><p>苹果跌超1.8%。上季iPhone收入“翻身”，但在华销售依然萎靡。补缴税百亿拖累盈利转降，本季营收或放缓。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a4c71385954d4c6be0a62bb24503090\" title=\"\" tg-width=\"450\" tg-height=\"126\"/></p><p>特朗普媒体科技集团续跌超7%，此前连续两个交易日大跌，连收三根阴线。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f6e8f02f569ed1c768b2c3123f5358e7\" title=\"\" tg-width=\"450\" tg-height=\"131\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1161870905","content_text":"美国10月新增非农就业人数1.2万人，预期为11.3万人，前值由25.4万人修正为22.3万人。8月和9月非农数据大幅下修8月份新增非农就业总人数从15.9万人向下修正8.1万人，至7.8万人；9月份新增非农就业总人数从25.4万人向下修正3.1万人，至22.3万人。经过这些修正，8月和9月的就业人数加起来比之前报告的人数少了11.2万人。分析：飓风和罢工导致？周五公布的就业数据是在飓风“米尔顿”在佛罗里达州登陆的一周内收集的，不久之后飓风“海伦妮”袭击了美国东南部。波音公司持续的罢工导致3.3万名员工停止工作，也拖累了这一数字。分析师Casselman指出，值得注意的是，在我们预计会受到风暴和罢工影响的许多行业，招聘都很疲弱。制造业就业人数减少了4.6万人，可能主要是由于波音公司的罢工。零售、休闲和酒店业的就业人数下降，这些行业容易受到飓风的破坏。失业率持平美国10月失业率 4.1%，预期 4.1%，前值 4.1%。数据发布后，美股指数期货直线拉升！利率期货显示美联储11月、12月以及2025年降息25个基点的可能性增强。个股盘前走势Atlassian大涨超21%。上季度营收、每股收益超预期，上调全年增长展望。英特尔涨7%。三季度营收133亿美元，超出预期。第四季度收入指引略高于预期，引发了人们对该公司有能力收复部分市场份额的乐观情绪。同时，芯片股盘前集体向好。截至发稿，昨日大跌的ARM涨1.77%，英伟达涨1.78%，台积电涨1.5%，AMD涨0.8%，高通涨0.5%。亚马逊涨超7%。三季度总营收超预期，EPS跳涨55%，年末节假日购物季的收入指引虽略逊预期，但盈利指引利好，且云业务利润率和公司整体营业利润率齐创新高。苹果跌超1.8%。上季iPhone收入“翻身”，但在华销售依然萎靡。补缴税百亿拖累盈利转降，本季营收或放缓。特朗普媒体科技集团续跌超7%，此前连续两个交易日大跌，连收三根阴线。","news_type":1,"symbols_score_info":{".SPX":1.1,".IXIC":1.1,".DJI":1.1}},"isVote":1,"tweetType":1,"viewCount":1646,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":366006247837936,"gmtCreate":1730383135470,"gmtModify":1730383660307,"author":{"id":"3492666186842287","authorId":"3492666186842287","name":"马甲","avatar":"https://static.tigerbbs.com/0313a49e0eab3259826c3cbaa473b1c4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3492666186842287","idStr":"3492666186842287"},"themes":[],"title":"","htmlText":"这是多不受待见，同样操作，星巴克屁事没有，EI跳水","listText":"这是多不受待见，同样操作，星巴克屁事没有，EI跳水","text":"这是多不受待见，同样操作，星巴克屁事没有，EI跳水","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366006247837936","repostId":"1182488422","repostType":2,"repost":{"id":"1182488422","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":1730372888,"share":"https://www.laohu8.com/m/news/1182488422?lang=zh_CN&edition=full","pubTime":"2024-10-31 19:08","market":"us","language":"zh","title":"雅诗兰黛盘前大跌，公司撤回2025财年展望并下调派息","url":"https://stock-news.laohu8.com/highlight/detail?id=1182488422","media":"老虎资讯综合","summary":"第一财季经调整后净销售额33.6亿美元。","content":"<html><head></head><body><p>周四，雅诗兰黛美股盘前大跌逾16%。公司第一财季经调整后净销售额33.6亿美元，预估33.7亿美元；第一财季经调整后每股收益14美分，预估9.2美分。雅诗兰黛预计第二财季经调整后每股收益20-35美分，市场预估1.05美元。</p><p>此外，雅诗兰黛撤回2025财年展望并下调派息。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c95a2b565f140417e8c942acc1efbf62\" tg-width=\"450\" tg-height=\"131\"/></p><p></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>雅诗兰黛盘前大跌，公司撤回2025财年展望并下调派息</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 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {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; 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19:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周四，雅诗兰黛美股盘前大跌逾16%。公司第一财季经调整后净销售额33.6亿美元，预估33.7亿美元；第一财季经调整后每股收益14美分，预估9.2美分。雅诗兰黛预计第二财季经调整后每股收益20-35美分，市场预估1.05美元。</p><p>此外，雅诗兰黛撤回2025财年展望并下调派息。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c95a2b565f140417e8c942acc1efbf62\" tg-width=\"450\" tg-height=\"131\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/292aacb3577154e797a9d6ce82b76f20","relate_stocks":{"EL":"雅诗兰黛"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182488422","content_text":"周四，雅诗兰黛美股盘前大跌逾16%。公司第一财季经调整后净销售额33.6亿美元，预估33.7亿美元；第一财季经调整后每股收益14美分，预估9.2美分。雅诗兰黛预计第二财季经调整后每股收益20-35美分，市场预估1.05美元。此外，雅诗兰黛撤回2025财年展望并下调派息。","news_type":1,"symbols_score_info":{"EL":1.1}},"isVote":1,"tweetType":1,"viewCount":1516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365020263059752,"gmtCreate":1730126449863,"gmtModify":1730126451951,"author":{"id":"3492666186842287","authorId":"3492666186842287","name":"马甲","avatar":"https://static.tigerbbs.com/0313a49e0eab3259826c3cbaa473b1c4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3492666186842287","idStr":"3492666186842287"},"themes":[],"title":"","htmlText":"还在涨，也是牛。当年18年gm换新CEO都没这待遇","listText":"还在涨，也是牛。当年18年gm换新CEO都没这待遇","text":"还在涨，也是牛。当年18年gm换新CEO都没这待遇","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365020263059752","isVote":1,"tweetType":1,"viewCount":1960,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":364909647995176,"gmtCreate":1730099444231,"gmtModify":1730099445568,"author":{"id":"3492666186842287","authorId":"3492666186842287","name":"马甲","avatar":"https://static.tigerbbs.com/0313a49e0eab3259826c3cbaa473b1c4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3492666186842287","idStr":"3492666186842287"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CVNA\">$Carvana Co.(CVNA)$&nbsp;</a> 新高就空","listText":"<a href=\"https://laohu8.com/S/CVNA\">$Carvana Co.(CVNA)$&nbsp;</a> 新高就空","text":"$Carvana Co.(CVNA)$ 新高就空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364909647995176","isVote":1,"tweetType":1,"viewCount":2541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":364909210894400,"gmtCreate":1730099180625,"gmtModify":1730099182293,"author":{"id":"3492666186842287","authorId":"3492666186842287","name":"马甲","avatar":"https://static.tigerbbs.com/0313a49e0eab3259826c3cbaa473b1c4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3492666186842287","idStr":"3492666186842287"},"themes":[],"title":"","htmlText":"本周ADP可能为负值呢","listText":"本周ADP可能为负值呢","text":"本周ADP可能为负值呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/364909210894400","isVote":1,"tweetType":1,"viewCount":2033,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345338744029448,"gmtCreate":1725338072862,"gmtModify":1725338143466,"author":{"id":"3492666186842287","authorId":"3492666186842287","name":"马甲","avatar":"https://static.tigerbbs.com/0313a49e0eab3259826c3cbaa473b1c4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3492666186842287","idStr":"3492666186842287"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$ </a>大A的参与者是已经习惯了么？😙😙😙😙","listText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$ </a>大A的参与者是已经习惯了么？😙😙😙😙","text":"$上证指数(000001.SH)$ 大A的参与者是已经习惯了么？😙😙😙😙","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345338744029448","isVote":1,"tweetType":1,"viewCount":2393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":948866862,"gmtCreate":1595324230256,"gmtModify":1704208531826,"author":{"id":"3492666186842287","authorId":"3492666186842287","name":"马甲","avatar":"https://static.tigerbbs.com/0313a49e0eab3259826c3cbaa473b1c4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3492666186842287","idStr":"3492666186842287"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BA\">$波音(BA)$</a>涨毛，财报前乖乖的。Iv下来，大家好建仓","listText":"<a 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