南宁期货交易员的个人主页 - 老虎社区

南宁期货交易员

南宁期货交易员

顺势而行，止损，轻仓，不频繁交易跟抄底，像阻击手一样等待

IP属地：广东

204关注

1334粉丝

10主题

0勋章

南宁期货交易员

17:21

害死人了

异动解读｜台积电盘前下跌3.09%，Q2净利暴增77%超预期但市场上演利好出尽

南宁期货交易员

17:20

$TSM 20260717 450.0 CALL$ 完了，变废纸，以后再不赌财报期权了，还是老老实实做价值投资跟趋势交易，这才是我的交易系统，

南宁期货交易员

16:05

$台积电(TSM)$ 400支撑，

南宁期货交易员

15:47

跌了这么多，

台积电法说会：全年营收增速上调至40%，资本支出加码至640亿美元，追加在美投资1000亿美元

南宁期货交易员

14:10

$台积电(TSM)$ 直接跌穿400得了，

南宁期货交易员

07-15 22:45

$台积电(TSM)$ 这是要倒闭了吗？一直跌

南宁期货交易员

07-14 11:25

$台积电(TSM)$ 这是半导体要崩了吧

南宁期货交易员

07-08

感觉木头姐这种水平还不如散户

凯茜·伍德在股价下跌之际加倍押注SpaceX，继续抛售AMD股票

南宁期货交易员

07-07

$Roundhill Memory ETF(DRAM)$ 你们被套了吧，敢来笑我，

南宁期货交易员

06-27

$Roundhill Memory ETF(DRAM)$ 割了，危险，祝你们好运

南宁期货交易员

06-26

$Roundhill Memory ETF(DRAM)$ 我觉得涨不了多少了！

南宁期货交易员

06-24

$苹果(AAPL)$ 完了死老鼠了，盘前都没动

南宁期货交易员

06-24

$苹果(AAPL)$ 这几天要是不拉起来就会下跌了，已经震荡好多天了

南宁期货交易员

06-24

$苹果(AAPL)$ 这几天要是不拉起来，那就会下跌了已经震荡好多天了

南宁期货交易员

06-24

$苹果(AAPL)$ 9安了完了

南宁期货交易员

06-24

$苹果(AAPL)$ 好弱啊，整天这个价位来来回回

南宁期货交易员

06-23

$微型罗素2000指数2609(MRTY2609)$ 是谁在做空，

南宁期货交易员

06-23

$微型罗素2000指数2609(MRTY2609)$ 他妈的，有这么跌的，要跌到成本价了

南宁期货交易员

06-19

[龇牙] 特郎普一贯作风

特朗普歪曲事实？美媒曝英特尔高管对苹果达成合作消息感到意外

南宁期货交易员

06-19

$苹果(AAPL)$ 好弱太难了

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3503690422459425","uuid":"3503690422459425","gmtCreate":1540807860458,"gmtModify":1765457901725,"name":"南宁期货交易员","pinyin":"nnqhjyynanningqihuojiaoyiyuan","introduction":"","introductionEn":"","signature":"顺势而行，止损，轻仓，不频繁交易跟抄底，像阻击手一样等待","avatar":"https://static.tigerbbs.com/62034f744e201d7afb36450b5f6cc7bc","hat":"https://static.tigerbbs.com/ae1f49570794979e009a5efdeb6f4789","hatId":"ca_profile_frame_ugQHMi","hatName":"LV7 头像框","vip":1,"status":2,"fanSize":1334,"headSize":204,"tweetSize":879,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":10,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":6,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"d5d1b81d9a9a4306a42a1560851c3454-4","templateUuid":"d5d1b81d9a9a4306a42a1560851c3454","name":"实盘挑战","description":"累计达8个月","bigImgUrl":"https://static.tigerbbs.com/3948f159915d6c83e1cea07e6684b271","smallImgUrl":"https://static.tigerbbs.com/11bbd9850f6167705ec224d6cdf66df2","grayImgUrl":"https://static.tigerbbs.com/1c641e842de95b902f6af107359ee244","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":1701388800000,"redirectLinkValidityTo":1725062400000,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.09.03","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":5600,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.04.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"754899bf0917479fa68cfac1ea371651-2","templateUuid":"754899bf0917479fa68cfac1ea371651","name":"月赛Top 40团队成员","description":"Top 40","bigImgUrl":"https://static.tigerbbs.com/fb5bc82b7e915a0490d36e69412c79d8","smallImgUrl":"https://static.tigerbbs.com/718f296299dace7e34eed369055c0985","grayImgUrl":"https://static.tigerbbs.com/45968b006bdbf1797a76c3fa7011a709","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":1701388800000,"redirectLinkValidityTo":1725062400000,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.02.03","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":5400,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"45aa8c9032204ad8bee19bb27da4edb8-1","templateUuid":"45aa8c9032204ad8bee19bb27da4edb8","name":"交易笔数","description":"累计达100笔","bigImgUrl":"https://static.tigerbbs.com/f6040a65e0c6e125e4dcfe0101de45ee","smallImgUrl":"https://static.tigerbbs.com/f803dba33fef1aa87b64be09f4f064ee","grayImgUrl":"https://static.tigerbbs.com/5dfa45d4a1e98a2d8c2e1b4253ddd916","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":1691625600000,"redirectLinkValidityTo":1725062400000,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.01.11","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":5100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.01.03","exceedPercentage":"93.44%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"1f74612b6f95455f970edd02b5316db8-5","templateUuid":"1f74612b6f95455f970edd02b5316db8","name":"收益排行","description":"Top 5%","bigImgUrl":"https://static.tigerbbs.com/28b025635697d2f8cba3e94ec9f33231","smallImgUrl":"https://static.tigerbbs.com/b9d0f04877ffafa61d3f0d06efb58d87","grayImgUrl":"https://static.tigerbbs.com/0b3045db9a2ba37916c82e771c62bd6c","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":1691625600000,"redirectLinkValidityTo":1725062400000,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.12.30","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":5300,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"5697d37f217342faaa027fdb5a6e7c12-1","templateUuid":"5697d37f217342faaa027fdb5a6e7c12","name":"单笔平均盈利排行","description":"Top 50%","bigImgUrl":"https://static.tigerbbs.com/f53cdecfbff6499d133bad354ae10ff1","smallImgUrl":"https://static.tigerbbs.com/2554f84686bbcccc035b93fe29308e43","grayImgUrl":"https://static.tigerbbs.com/84c66bc70ac1cf09f4e89b1d4ca9d017","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":1691625600000,"redirectLinkValidityTo":1725062400000,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.12.28","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":5200,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-3","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识航海家","description":"观看学堂课程满50节","bigImgUrl":"https://static.tigerbbs.com/21acbb5884e07b96522d8d84c4b7acea","smallImgUrl":"https://static.tigerbbs.com/e4e8dc2edfbfee912f4e68fe6c23b3f0","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.08.05","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2006,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.77%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":11,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.61%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":1},"individualDisplayBadges":null,"crmLevel":6,"crmLevelSwitch":1,"location":"广东","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":47,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":586392658293672,"gmtCreate":1784193705425,"gmtModify":1784193707107,"author":{"id":"3503690422459425","authorId":"3503690422459425","name":"南宁期货交易员","avatar":"https://static.tigerbbs.com/62034f744e201d7afb36450b5f6cc7bc","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3503690422459425","authorIdStr":"3503690422459425"},"themes":[],"title":"","htmlText":"害死人了","listText":"害死人了","text":"害死人了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/586392658293672","repostId":"1178070142","repostType":2,"repost":{"id":"1178070142","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"行情直击","id":"1059448697","head_image":"https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a"},"pubTimestamp":1784189128,"share":"https://www.laohu8.com/m/news/1178070142?lang=zh_CN&edition=full","pubTime":"2026-07-16 16:05","market":"us","language":"zh","title":"异动解读｜台积电盘前下跌3.09%，Q2净利暴增77%超预期但市场上演利好出尽","url":"https://stock-news.laohu8.com/highlight/detail?id=1178070142","media":"行情直击","summary":"7月16日，台积电盘前下跌3.09%，报407.5美元/股，成交额5886.1万美元。消息面上，台积电法说会公布Q2业绩：净利润7066亿元新台币，同比大增77.4%，远超市场预期的6237.3亿元；毛利率67.7%，高于预期的67.1%。然而Q3毛利率指引为65%-67%，较Q2的67.7%环比回落，叠加设备价格受通胀影响等成本端压力，市场出现经典的\"买预期、卖现实\"走势，超预期财报落地后获利盘集中涌出。半导体板块同步走弱，英伟达跌1.35%，美光科技跌2.62%，博通跌1.28%。","content":"<p><p>7月16日，台积电盘前下跌3.09%，报407.5美元/股，成交额5886.1万美元。</p><p>消息面上，台积电法说会公布Q2业绩：净利润7066亿元新台币，同比大增77.4%，远超市场预期的6237.3亿元；毛利率67.7%，高于预期的67.1%。同时公司上调全年营收增速至略高于40%，资本支出上调至600亿-640亿美元，并宣布追加1000亿美元在美投资。然而Q3毛利率指引为65%-67%，较Q2的67.7%环比回落，叠加设备价格受通胀影响等成本端压力，市场出现经典的\"买预期、卖现实\"走势，超预期财报落地后获利盘集中涌出。半导体板块同步走弱，英伟达跌1.35%，美光科技跌2.62%，博通跌1.28%。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>","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>异动解读｜台积电盘前下跌3.09%，Q2净利暴增77%超预期但市场上演利好出尽</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异动解读｜台积电盘前下跌3.09%，Q2净利暴增77%超预期但市场上演利好出尽\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1059448697\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">行情直击 </p>\n<p class=\"h-time\">2026-07-16 16:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>7月16日，台积电盘前下跌3.09%，报407.5美元/股，成交额5886.1万美元。</p><p>消息面上，台积电法说会公布Q2业绩：净利润7066亿元新台币，同比大增77.4%，远超市场预期的6237.3亿元；毛利率67.7%，高于预期的67.1%。同时公司上调全年营收增速至略高于40%，资本支出上调至600亿-640亿美元，并宣布追加1000亿美元在美投资。然而Q3毛利率指引为65%-67%，较Q2的67.7%环比回落，叠加设备价格受通胀影响等成本端压力，市场出现经典的\"买预期、卖现实\"走势，超预期财报落地后获利盘集中涌出。半导体板块同步走弱，英伟达跌1.35%，美光科技跌2.62%，博通跌1.28%。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1178070142","content_text":"7月16日，台积电盘前下跌3.09%，报407.5美元/股，成交额5886.1万美元。消息面上，台积电法说会公布Q2业绩：净利润7066亿元新台币，同比大增77.4%，远超市场预期的6237.3亿元；毛利率67.7%，高于预期的67.1%。同时公司上调全年营收增速至略高于40%，资本支出上调至600亿-640亿美元，并宣布追加1000亿美元在美投资。然而Q3毛利率指引为65%-67%，较Q2的67.7%环比回落，叠加设备价格受通胀影响等成本端压力，市场出现经典的\"买预期、卖现实\"走势，超预期财报落地后获利盘集中涌出。半导体板块同步走弱，英伟达跌1.35%，美光科技跌2.62%，博通跌1.28%。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","news_type":1,"symbols_score_info":{"TSM":1}},"isVote":1,"tweetType":1,"viewCount":13,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":586392384221880,"gmtCreate":1784193632949,"gmtModify":1784193645593,"author":{"id":"3503690422459425","authorId":"3503690422459425","name":"南宁期货交易员","avatar":"https://static.tigerbbs.com/62034f744e201d7afb36450b5f6cc7bc","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3503690422459425","authorIdStr":"3503690422459425"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/OPT/TSM 20260717 450.0 CALL\">$TSM 20260717 450.0 CALL$ </a> 完了，变废纸，以后再不赌财报期权了，还是老老实实做价值投资跟趋势交易，这才是我的交易系统，","listText":"<a href=\"https://laohu8.com/OPT/TSM 20260717 450.0 CALL\">$TSM 20260717 450.0 CALL$ </a> 完了，变废纸，以后再不赌财报期权了，还是老老实实做价值投资跟趋势交易，这才是我的交易系统，","text":"$TSM 20260717 450.0 CALL$ 完了，变废纸，以后再不赌财报期权了，还是老老实实做价值投资跟趋势交易，这才是我的交易系统，","images":[{"img":"https://static.tigerbbs.com/c4ba07f6fab03a31cd2ebaf85a054fe2","width":"588","height":"991"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/586392384221880","isVote":1,"tweetType":1,"viewCount":380,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":586373936300920,"gmtCreate":1784189132333,"gmtModify":1784189134592,"author":{"id":"3503690422459425","authorId":"3503690422459425","name":"南宁期货交易员","avatar":"https://static.tigerbbs.com/62034f744e201d7afb36450b5f6cc7bc","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3503690422459425","authorIdStr":"3503690422459425"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$&nbsp;</a> 400支撑，","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$&nbsp;</a> 400支撑，","text":"$台积电(TSM)$ 400支撑，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/586373936300920","isVote":1,"tweetType":1,"viewCount":15,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":586369181381128,"gmtCreate":1784188054326,"gmtModify":1784188056300,"author":{"id":"3503690422459425","authorId":"3503690422459425","name":"南宁期货交易员","avatar":"https://static.tigerbbs.com/62034f744e201d7afb36450b5f6cc7bc","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3503690422459425","authorIdStr":"3503690422459425"},"themes":[],"title":"","htmlText":"跌了这么多，","listText":"跌了这么多，","text":"跌了这么多，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/586369181381128","repostId":"1132557318","repostType":2,"repost":{"id":"1132557318","kind":"news","pubTimestamp":1784182439,"share":"https://www.laohu8.com/m/news/1132557318?lang=zh_CN&edition=full","pubTime":"2026-07-16 14:13","market":"us","language":"zh","title":"台积电法说会：全年营收增速上调至40%，资本支出加码至640亿美元，追加在美投资1000亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1132557318","media":"华尔街见闻","summary":"16日，在台积电法说会上，台积电预计第三季度销售额为446亿至458亿美元，市场预期为431.1亿美元。预计毛利率65％至67％，预计第三季度营业利益率56％至58％。台积电预计全财年资本支出为600亿至640亿美元，此前预期为520亿至560亿美元","content":"<html><head></head><body><p style=\"text-align: left;\">台积电发布超预期季度业绩，并全面上调全年营收及资本支出展望，强化了市场对全球AI基础设施建设持续扩张的信心。</p><p style=\"text-align: justify;\">台积电周四在法说会上公布，<strong>将2026年资本支出预期从520亿至560亿美元上调至600亿至640亿美元，并预计全年以美元计价的营收增速将略高于40%，高于此前逾30%的指引。</strong></p><p style=\"text-align: justify;\">台积电同时披露，<strong>三季度销售额预计介于446亿至458亿美元之间，</strong>中值约452亿美元，较市场平均预期431.1亿美元高出约20亿美元。作为英伟达、苹果等科技巨头的核心代工伙伴，台积电的资本支出规模被市场视为全球AI芯片供需格局的重要风向标。</p><p style=\"text-align: justify;\">台积电证实在亚利桑那州追加1000亿美元投资，新增资金将用于建设四座芯片工厂。</p><p style=\"text-align: justify;\">台积电二季度财报显示，净利润达新台币7066亿元，高于市场预期的6237.3亿元；营业利益率为60.3%，亦明显优于市场预期的58.6%。强劲的盈利表现为公司持续加码资本投入提供了坚实支撑。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/58aa9336a206d1efa3b517d95137f78a\" data-align=\"center\" tg-width=\"640\" tg-height=\"348\"/><span></span></p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>业绩全面超预期，盈利能力持续强化</strong></h2><p style=\"text-align: justify;\">台积电二季度净利润达新台币7066亿元，显著高于市场预期的6237.3亿元；营业利益率为60.3%，亦优于市场预期的58.6%。强劲的盈利表现为公司持续加码资本投入提供了坚实支撑。</p><p style=\"text-align: justify;\">三季度指引同样超出市场预期。台积电预计三季度销售额介于446亿至458亿美元之间，而市场此前平均预期为431.1亿美元。毛利率指引区间为65%至67%，营业利益率指引区间为56%至58%，均与市场预期大体吻合。</p><p style=\"text-align: justify;\">公司CFO表示，台积电认为产能扩张不存在瓶颈，并预计2027年现金股利将持续增加。</p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>资本支出大幅提升，代理型AI需求成新引擎</strong></h2><p style=\"text-align: justify;\">台积电将2026年资本支出上限从此前560亿美元上调至640亿美元，增幅约14%。公司指出，代理型AI（Agentic AI）需求的强劲增长是推动本次上调的重要原因之一。</p><p style=\"text-align: justify;\">台积电的资本支出计划被市场视为全球先进芯片供需状况的重要风向标，涵盖从英伟达AI加速器到特斯拉汽车处理器及AI服务器芯片在内的核心组件。作为英伟达和苹果的主要代工商，台积电在全球最先进芯片的生产中占据主导地位，亦被普遍视为全球AI基础设施建设热潮的晴雨表。</p><p style=\"text-align: justify;\">彭博行业研究分析师Charles Shum表示，AI及服务器处理器需求将轻松抵消智能手机及PC市场的疲软，这一趋势支持台积电推进涨价，并有望推动其毛利率预期超越市场一致预期。</p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>亚利桑那州投资扩至2650亿美元，美国布局提速</strong></h2><p style=\"text-align: justify;\">台积电证实在亚利桑那州追加1000亿美元投资。据彭博社援引一位要求匿名的美国官员，新增资金将用于建设四座芯片工厂，使台积电在美晶圆制造厂总数最终达到10个，封装厂两座，总投资规模扩大至2650亿美元。</p><p style=\"text-align: justify;\">台积电首席执行官此前曾表示，即便美国本土产能持续增加，公司未来数年仍难以满足美国客户的需求。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/39a40c12486ad5c2c1617334560eeb20\" data-align=\"center\" tg-width=\"640\" tg-height=\"348\"/><span></span></p><h2 style=\"text-align: left; padding-left: 10px;\"><strong>投资者关注需求可持续性</strong></h2><p style=\"text-align: justify;\">尽管业绩与指引双双亮眼，部分投资者对AI基础设施投资的可持续性仍保持审慎。当前全球主要数据中心运营商正通过持续举债为大规模建设融资，其AI投入能否带来与之匹配的回报，市场尚无定论。</p><p style=\"text-align: justify;\">另据报道，SK海力士目前预计内存芯片短缺状况将持续至2030年以后，数据中心运营商的支出热潮正推动常规内存及高带宽存储（HBM）芯片需求同步攀升。对于台积电而言，需求侧的高景气度与投资者对估值的审视，将是后续市场持续关注的两条主线。</p></body></html>","source":"lsy1762389672944","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>台积电法说会：全年营收增速上调至40%，资本支出加码至640亿美元，追加在美投资1000亿美元</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台积电法说会：全年营收增速上调至40%，资本支出加码至640亿美元，追加在美投资1000亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-16 14:13 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3777098><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>台积电发布超预期季度业绩，并全面上调全年营收及资本支出展望，强化了市场对全球AI基础设施建设持续扩张的信心。台积电周四在法说会上公布，将2026年资本支出预期从520亿至560亿美元上调至600亿至640亿美元，并预计全年以美元计价的营收增速将略高于40%，高于此前逾30%的指引。台积电同时披露，三季度销售额预计介于446亿至458亿美元之间，中值约452亿美元，较市场平均预期431.1亿美元高出...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3777098\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/39a40c12486ad5c2c1617334560eeb20","relate_stocks":{"TSMG":"2倍做多TSM ETF- Leverage Shares","TSMX":"2倍做多TSM ETF-Direxion","TSMY":"TSM期权收益策略ETF-YieldMax","STSM":"Defiance Daily Target 2X Short TSM ETF","TSMU":"2倍做多TSM ETF-GraniteShares","TSMZ":"1倍做空TSM ETF-Direxion","TSM":"台积电"},"source_url":"https://wallstreetcn.com/articles/3777098","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132557318","content_text":"台积电发布超预期季度业绩，并全面上调全年营收及资本支出展望，强化了市场对全球AI基础设施建设持续扩张的信心。台积电周四在法说会上公布，将2026年资本支出预期从520亿至560亿美元上调至600亿至640亿美元，并预计全年以美元计价的营收增速将略高于40%，高于此前逾30%的指引。台积电同时披露，三季度销售额预计介于446亿至458亿美元之间，中值约452亿美元，较市场平均预期431.1亿美元高出约20亿美元。作为英伟达、苹果等科技巨头的核心代工伙伴，台积电的资本支出规模被市场视为全球AI芯片供需格局的重要风向标。台积电证实在亚利桑那州追加1000亿美元投资，新增资金将用于建设四座芯片工厂。台积电二季度财报显示，净利润达新台币7066亿元，高于市场预期的6237.3亿元；营业利益率为60.3%，亦明显优于市场预期的58.6%。强劲的盈利表现为公司持续加码资本投入提供了坚实支撑。业绩全面超预期，盈利能力持续强化台积电二季度净利润达新台币7066亿元，显著高于市场预期的6237.3亿元；营业利益率为60.3%，亦优于市场预期的58.6%。强劲的盈利表现为公司持续加码资本投入提供了坚实支撑。三季度指引同样超出市场预期。台积电预计三季度销售额介于446亿至458亿美元之间，而市场此前平均预期为431.1亿美元。毛利率指引区间为65%至67%，营业利益率指引区间为56%至58%，均与市场预期大体吻合。公司CFO表示，台积电认为产能扩张不存在瓶颈，并预计2027年现金股利将持续增加。资本支出大幅提升，代理型AI需求成新引擎台积电将2026年资本支出上限从此前560亿美元上调至640亿美元，增幅约14%。公司指出，代理型AI（Agentic AI）需求的强劲增长是推动本次上调的重要原因之一。台积电的资本支出计划被市场视为全球先进芯片供需状况的重要风向标，涵盖从英伟达AI加速器到特斯拉汽车处理器及AI服务器芯片在内的核心组件。作为英伟达和苹果的主要代工商，台积电在全球最先进芯片的生产中占据主导地位，亦被普遍视为全球AI基础设施建设热潮的晴雨表。彭博行业研究分析师Charles Shum表示，AI及服务器处理器需求将轻松抵消智能手机及PC市场的疲软，这一趋势支持台积电推进涨价，并有望推动其毛利率预期超越市场一致预期。亚利桑那州投资扩至2650亿美元，美国布局提速台积电证实在亚利桑那州追加1000亿美元投资。据彭博社援引一位要求匿名的美国官员，新增资金将用于建设四座芯片工厂，使台积电在美晶圆制造厂总数最终达到10个，封装厂两座，总投资规模扩大至2650亿美元。台积电首席执行官此前曾表示，即便美国本土产能持续增加，公司未来数年仍难以满足美国客户的需求。投资者关注需求可持续性尽管业绩与指引双双亮眼，部分投资者对AI基础设施投资的可持续性仍保持审慎。当前全球主要数据中心运营商正通过持续举债为大规模建设融资，其AI投入能否带来与之匹配的回报，市场尚无定论。另据报道，SK海力士目前预计内存芯片短缺状况将持续至2030年以后，数据中心运营商的支出热潮正推动常规内存及高带宽存储（HBM）芯片需求同步攀升。对于台积电而言，需求侧的高景气度与投资者对估值的审视，将是后续市场持续关注的两条主线。","news_type":1,"symbols_score_info":{"TSMY":0.6,"TSMZ":0.6,"STSM":0.6,"TSM":2,"TSMU":0.6,"TSMX":0.6,"TSMG":0.6}},"isVote":1,"tweetType":1,"viewCount":37,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":586345652236704,"gmtCreate":1784182223417,"gmtModify":1784182225921,"author":{"id":"3503690422459425","authorId":"3503690422459425","name":"南宁期货交易员","avatar":"https://static.tigerbbs.com/62034f744e201d7afb36450b5f6cc7bc","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3503690422459425","authorIdStr":"3503690422459425"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$&nbsp;</a> 直接跌穿400得了，","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$&nbsp;</a> 直接跌穿400得了，","text":"$台积电(TSM)$ 直接跌穿400得了，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/586345652236704","isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":586118241665344,"gmtCreate":1784126700681,"gmtModify":1784132340349,"author":{"id":"3503690422459425","authorId":"3503690422459425","name":"南宁期货交易员","avatar":"https://static.tigerbbs.com/62034f744e201d7afb36450b5f6cc7bc","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3503690422459425","authorIdStr":"3503690422459425"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$&nbsp;</a> 这是要倒闭了吗？一直跌","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$&nbsp;</a> 这是要倒闭了吗？一直跌","text":"$台积电(TSM)$ 这是要倒闭了吗？一直跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/586118241665344","isVote":1,"tweetType":1,"viewCount":144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":585597234323632,"gmtCreate":1783999501927,"gmtModify":1783999504149,"author":{"id":"3503690422459425","authorId":"3503690422459425","name":"南宁期货交易员","avatar":"https://static.tigerbbs.com/62034f744e201d7afb36450b5f6cc7bc","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3503690422459425","authorIdStr":"3503690422459425"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$&nbsp;</a> 这是半导体要崩了吧","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$&nbsp;</a> 这是半导体要崩了吧","text":"$台积电(TSM)$ 这是半导体要崩了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/585597234323632","isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583577984241824,"gmtCreate":1783505191871,"gmtModify":1783505193789,"author":{"id":"3503690422459425","authorId":"3503690422459425","name":"南宁期货交易员","avatar":"https://static.tigerbbs.com/62034f744e201d7afb36450b5f6cc7bc","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3503690422459425","authorIdStr":"3503690422459425"},"themes":[],"title":"","htmlText":"感觉木头姐这种水平还不如散户","listText":"感觉木头姐这种水平还不如散户","text":"感觉木头姐这种水平还不如散户","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/583577984241824","repostId":"1127705711","repostType":4,"repost":{"id":"1127705711","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":1783497176,"share":"https://www.laohu8.com/m/news/1127705711?lang=zh_CN&edition=full","pubTime":"2026-07-08 15:52","market":"us","language":"zh","title":"凯茜·伍德在股价下跌之际加倍押注SpaceX，继续抛售AMD股票","url":"https://stock-news.laohu8.com/highlight/detail?id=1127705711","media":"老虎资讯综合","summary":"木头姐继续加仓SpaceX，减持AMD，押注商业航天、淡化芯片配置由“木头姐”Cathie Wood掌舵的ARK Invest周二继续调整投资组合，重点加码商业航天领域，同时减持半导体股。近期，市场对SpaceX的关注持续升温，焦点之一是公司IPO协议中的一项“30%规则”。值得一提的是，ARK周一已大举买入91.7万股SpaceX。市场目前聚焦AMD将于8月4日公布的业绩。事实上，ARK周一也已卖出约860万美元的AMD股票。","content":"<html><head></head><body><p style=\"text-align: left;\"><strong>木头姐继续加仓SpaceX，减持AMD，押注商业航天、淡化芯片配置</strong></p><p style=\"text-align: left;\">由“木头姐”Cathie Wood掌舵的ARK Invest周二继续调整投资组合，重点加码商业航天领域，同时减持半导体股。</p><h3 style=\"text-align: left;\"><strong>加仓 <a href=\"https://laohu8.com/S/SPCX\">SpaceX</a></strong></h3><p style=\"text-align: left;\">ARK旗下ARK Innovation ETF买入44,196股SpaceX，按周二收盘价149.47美元计算，交易金额约660万美元。</p><p style=\"text-align: left;\">近期，市场对SpaceX的关注持续升温，焦点之一是公司IPO协议中的一项“30%规则”。</p><p style=\"text-align: left;\">根据协议，约9.12亿股（约占符合条件非关联股东持股的20%）将于8月5日（财报公布两个交易日后）解除限售；若SpaceX股价在财报公布前10个交易日中，有5个交易日收盘价高于175.50美元（较135美元IPO价格上涨30%），则8月7日还将额外解禁约4.56亿股（约占符合条件持股的10%）。</p><p style=\"text-align: left;\">这意味着，若股价持续走强，财报后进入市场流通的股份数量反而可能增加，从而加大潜在抛压。</p><p style=\"text-align: left;\">值得一提的是，ARK周一已大举买入91.7万股SpaceX。</p><h3 style=\"text-align: left;\"><strong>减持 <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a></strong></h3><p style=\"text-align: left;\">与此同时，ARK旗下ARKK卖出8,667股Advanced Micro Devices，按收盘价516.11美元计算，套现金额约450万美元。</p><p style=\"text-align: left;\">AMD近期股价持续承压，市场情绪偏谨慎。不过，知名财经主持人Jim Cramer认为，此轮回调反而提供了买入机会，理由是AMD在CPU和GPU领域的需求依然稳健。</p><p style=\"text-align: left;\">市场目前聚焦AMD将于8月4日公布的业绩。华尔街预计，公司第二季度每股收益(EPS)为1.55美元，营收约112.8亿美元。目前分析师整体仍维持“买入”评级，高盛、富国银行及康托·菲茨杰拉德近期均上调目标价。不过，由于估值仍处于较高水平，AMD股价在市场避险情绪升温时仍可能面临较大波动。</p><p style=\"text-align: left;\">事实上，ARK周一也已卖出约860万美元的AMD股票。</p><h3 style=\"text-align: left;\"><strong>其他主要交易</strong></h3><ul><li><p style=\"text-align: left;\">买入607,567股 <a href=\"https://laohu8.com/S/XE\">X-Energy</a>。</p></li><li><p style=\"text-align: left;\">买入67,187股 <a href=\"https://laohu8.com/S/KTOS\">克瑞拓斯安全防卫</a>。</p></li><li><p style=\"text-align: left;\">买入6,354股 <a href=\"https://laohu8.com/S/LLY\">礼来</a>。</p></li><li><p style=\"text-align: left;\">卖出44,330股 <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>。</p></li><li><p style=\"text-align: left;\">卖出228股 <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>。</p></li></ul></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>凯茜·伍德在股价下跌之际加倍押注SpaceX，继续抛售AMD股票</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凯茜·伍德在股价下跌之际加倍押注SpaceX，继续抛售AMD股票\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\">2026-07-08 15:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><strong>木头姐继续加仓SpaceX，减持AMD，押注商业航天、淡化芯片配置</strong></p><p style=\"text-align: left;\">由“木头姐”Cathie Wood掌舵的ARK Invest周二继续调整投资组合，重点加码商业航天领域，同时减持半导体股。</p><h3 style=\"text-align: left;\"><strong>加仓 <a href=\"https://laohu8.com/S/SPCX\">SpaceX</a></strong></h3><p style=\"text-align: left;\">ARK旗下ARK Innovation ETF买入44,196股SpaceX，按周二收盘价149.47美元计算，交易金额约660万美元。</p><p style=\"text-align: left;\">近期，市场对SpaceX的关注持续升温，焦点之一是公司IPO协议中的一项“30%规则”。</p><p style=\"text-align: left;\">根据协议，约9.12亿股（约占符合条件非关联股东持股的20%）将于8月5日（财报公布两个交易日后）解除限售；若SpaceX股价在财报公布前10个交易日中，有5个交易日收盘价高于175.50美元（较135美元IPO价格上涨30%），则8月7日还将额外解禁约4.56亿股（约占符合条件持股的10%）。</p><p style=\"text-align: left;\">这意味着，若股价持续走强，财报后进入市场流通的股份数量反而可能增加，从而加大潜在抛压。</p><p style=\"text-align: left;\">值得一提的是，ARK周一已大举买入91.7万股SpaceX。</p><h3 style=\"text-align: left;\"><strong>减持 <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a></strong></h3><p style=\"text-align: left;\">与此同时，ARK旗下ARKK卖出8,667股Advanced Micro Devices，按收盘价516.11美元计算，套现金额约450万美元。</p><p style=\"text-align: left;\">AMD近期股价持续承压，市场情绪偏谨慎。不过，知名财经主持人Jim Cramer认为，此轮回调反而提供了买入机会，理由是AMD在CPU和GPU领域的需求依然稳健。</p><p style=\"text-align: left;\">市场目前聚焦AMD将于8月4日公布的业绩。华尔街预计，公司第二季度每股收益(EPS)为1.55美元，营收约112.8亿美元。目前分析师整体仍维持“买入”评级，高盛、富国银行及康托·菲茨杰拉德近期均上调目标价。不过，由于估值仍处于较高水平，AMD股价在市场避险情绪升温时仍可能面临较大波动。</p><p style=\"text-align: left;\">事实上，ARK周一也已卖出约860万美元的AMD股票。</p><h3 style=\"text-align: left;\"><strong>其他主要交易</strong></h3><ul><li><p style=\"text-align: left;\">买入607,567股 <a href=\"https://laohu8.com/S/XE\">X-Energy</a>。</p></li><li><p style=\"text-align: left;\">买入67,187股 <a href=\"https://laohu8.com/S/KTOS\">克瑞拓斯安全防卫</a>。</p></li><li><p style=\"text-align: left;\">买入6,354股 <a href=\"https://laohu8.com/S/LLY\">礼来</a>。</p></li><li><p style=\"text-align: left;\">卖出44,330股 <a href=\"https://laohu8.com/S/BNTX\">BioNTech SE</a>。</p></li><li><p style=\"text-align: left;\">卖出228股 <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>。</p></li></ul></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"XE":"X-Energy","AMDU":"Defiance Leveraged Long + Income AMD ETF","AMUU":"2倍做多AMD ETF-Direxion","SPCQ":"2倍做空SpaceX ETF-Defiance","AMDW":"Roundhill AMD WeeklyPay ETF","SSPC":"2倍做空SpaceX ETF-Leverage Shares","BABA":"阿里巴巴","ELIL":"2倍做多LLY ETF-Direxion","LLII":"REX LLY Growth & Income ETF","AMYY":"GraniteShares YieldBOOST AMD ETF","AMDY":"AMD期权收益策略ETF-YieldMax","BABO":"BABA期权收益策略ETF-YieldMax","SNK":"2倍做空SpaceX ETF-GraniteShares","SPCU":"2倍做多SpaceX ETF-Defiance","DAMD":"2倍做空AMD ETF-Defiance","KTUP":"T-Rex 2X Long KTOS Daily Target ETF","AMD":"美国超微公司","ELIS":"1倍做空LLY ETF-Direxion","BABU":"Direxion Daily BABA Bull 2X ETF","KBAB":"2倍做多BABA ETF-KraneShares","SPAL":"2倍做多Space X ETF-GraniteShares","SPCF":"2倍做多SpaceX ETF-ProShares","BABW":"Roundhill BABA WeeklyPay ETF","BNTX":"BioNTech SE","BBYY":"GraniteShares YieldBOOST BABA ETF","SPCG":"2倍做空SpaceX ETF-Tradr","KTOS":"克瑞拓斯安全防卫","BABX":"2倍做多BABA ETF-GraniteShares","AMDD":"1倍做空AMD ETF-Direxion","SPCH":"2倍做多SpaceX ETF-Leverage Shares","SPAX":"2倍做多SPACEX ETF-T-REX","AMDG":"2倍做多AMD ETF- Leverage Shares","LLYX":"2倍做多LLY ETF-Defiance","LLYZ":"2倍做空LLY ETF-Defiance","AMDL":"2倍做多AMD ETF-GraniteShares","SPCX":"SPAC and New Issue ETF","LOFF":"2倍做多SpaceX ETF-Direxion","LLY":"礼来","SPCM":"2倍做多SpaceX ETF-Tradr"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127705711","content_text":"木头姐继续加仓SpaceX，减持AMD，押注商业航天、淡化芯片配置由“木头姐”Cathie Wood掌舵的ARK Invest周二继续调整投资组合，重点加码商业航天领域，同时减持半导体股。加仓 SpaceXARK旗下ARK Innovation ETF买入44,196股SpaceX，按周二收盘价149.47美元计算，交易金额约660万美元。近期，市场对SpaceX的关注持续升温，焦点之一是公司IPO协议中的一项“30%规则”。根据协议，约9.12亿股（约占符合条件非关联股东持股的20%）将于8月5日（财报公布两个交易日后）解除限售；若SpaceX股价在财报公布前10个交易日中，有5个交易日收盘价高于175.50美元（较135美元IPO价格上涨30%），则8月7日还将额外解禁约4.56亿股（约占符合条件持股的10%）。这意味着，若股价持续走强，财报后进入市场流通的股份数量反而可能增加，从而加大潜在抛压。值得一提的是，ARK周一已大举买入91.7万股SpaceX。减持 美国超微公司与此同时，ARK旗下ARKK卖出8,667股Advanced Micro Devices，按收盘价516.11美元计算，套现金额约450万美元。AMD近期股价持续承压，市场情绪偏谨慎。不过，知名财经主持人Jim Cramer认为，此轮回调反而提供了买入机会，理由是AMD在CPU和GPU领域的需求依然稳健。市场目前聚焦AMD将于8月4日公布的业绩。华尔街预计，公司第二季度每股收益(EPS)为1.55美元，营收约112.8亿美元。目前分析师整体仍维持“买入”评级，高盛、富国银行及康托·菲茨杰拉德近期均上调目标价。不过，由于估值仍处于较高水平，AMD股价在市场避险情绪升温时仍可能面临较大波动。事实上，ARK周一也已卖出约860万美元的AMD股票。其他主要交易买入607,567股 X-Energy。买入67,187股 克瑞拓斯安全防卫。买入6,354股 礼来。卖出44,330股 BioNTech SE。卖出228股 阿里巴巴。","news_type":1,"symbols_score_info":{"KBAB":0.6,"SPAX":0.6,"BABO":0.6,"AMDY":0.6,"LLYZ":0.6,"SPAL":0.6,"SSPC":0.6,"AMDG":0.6,"XE":2,"BABA":2,"AMDL":0.6,"AMYY":0.6,"SPCQ":0.6,"AMDU":0.6,"DAMD":0.6,"KTOS":2,"BABX":0.6,"BNTX":2,"ELIL":0.6,"BBYY":0.6,"SPCX":2,"LLII":0.6,"SPCF":0.6,"AMUU":0.6,"BABU":0.6,"KTUP":0.6,"SPCG":0.6,"AMD":2,"BABW":0.6,"SPCM":0.6,"LOFF":0.6,"LLY":2,"SNK":0.6,"SPCU":0.6,"AMDD":0.6,"AMDW":0.6,"LLYX":0.6,"ELIS":0.6,"SPCH":0.6}},"isVote":1,"tweetType":1,"viewCount":586,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":583129960281000,"gmtCreate":1783397148293,"gmtModify":1783397150674,"author":{"id":"3503690422459425","authorId":"3503690422459425","name":"南宁期货交易员","avatar":"https://static.tigerbbs.com/62034f744e201d7afb36450b5f6cc7bc","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3503690422459425","authorIdStr":"3503690422459425"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/DRAM\">$Roundhill Memory ETF(DRAM)$ </a> 你们被套了吧，敢来笑我，","listText":"<a href=\"https://laohu8.com/S/DRAM\">$Roundhill Memory ETF(DRAM)$ </a> 你们被套了吧，敢来笑我，","text":"$Roundhill Memory ETF(DRAM)$ 你们被套了吧，敢来笑我，","images":[{"img":"https://static.tigerbbs.com/c4487046ddbab3fc94698c343c83cae2","width":"720","height":"1612"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":1,"link":"https://laohu8.com/post/583129960281000","isVote":1,"tweetType":1,"viewCount":5031,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4170648728014932","authorId":"4170648728014932","name":"5702046G","avatar":"https://static.tigerbbs.com/bc24361b1d29e4b2aefeac87c6240b1f","crmLevel":1,"crmLevelSwitch":0,"idStr":"4170648728014932","authorIdStr":"4170648728014932"},"content":"56 怎么套","text":"56 怎么套","html":"56 怎么套"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":579481097613608,"gmtCreate":1782505054733,"gmtModify":1782509642440,"author":{"id":"3503690422459425","authorId":"3503690422459425","name":"南宁期货交易员","avatar":"https://static.tigerbbs.com/62034f744e201d7afb36450b5f6cc7bc","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3503690422459425","authorIdStr":"3503690422459425"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/DRAM\">$Roundhill Memory ETF(DRAM)$ </a> 割了，危险，祝你们好运","listText":"<a href=\"https://laohu8.com/S/DRAM\">$Roundhill Memory ETF(DRAM)$ </a> 割了，危险，祝你们好运","text":"$Roundhill Memory ETF(DRAM)$ 割了，危险，祝你们好运","images":[{"img":"https://static.tigerbbs.com/c191f52164b1fcb7d54cb945588462bd","width":"720","height":"1612"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/579481097613608","isVote":1,"tweetType":1,"viewCount":2094,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4237527500445622","authorId":"4237527500445622","name":"大宇MAX","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4237527500445622","authorIdStr":"4237527500445622"},"content":"笑死了，原来交易员是这样炒股的啊","text":"笑死了，原来交易员是这样炒股的啊","html":"笑死了，原来交易员是这样炒股的啊"},{"author":{"id":"4170648728014932","authorId":"4170648728014932","name":"5702046G","avatar":"https://static.tigerbbs.com/bc24361b1d29e4b2aefeac87c6240b1f","crmLevel":1,"crmLevelSwitch":0,"idStr":"4170648728014932","authorIdStr":"4170648728014932"},"content":"南宁交易员哈哈哈哈追涨杀跌交易员","text":"南宁交易员哈哈哈哈追涨杀跌交易员","html":"南宁交易员哈哈哈哈追涨杀跌交易员"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":579408683848816,"gmtCreate":1782487348638,"gmtModify":1782487539668,"author":{"id":"3503690422459425","authorId":"3503690422459425","name":"南宁期货交易员","avatar":"https://static.tigerbbs.com/62034f744e201d7afb36450b5f6cc7bc","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3503690422459425","authorIdStr":"3503690422459425"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/DRAM\">$Roundhill Memory ETF(DRAM)$ </a> 我觉得涨不了多少了！","listText":"<a href=\"https://laohu8.com/S/DRAM\">$Roundhill Memory ETF(DRAM)$ </a> 我觉得涨不了多少了！","text":"$Roundhill Memory ETF(DRAM)$ 我觉得涨不了多少了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/579408683848816","isVote":1,"tweetType":1,"viewCount":797,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4170648728014932","authorId":"4170648728014932","name":"5702046G","avatar":"https://static.tigerbbs.com/bc24361b1d29e4b2aefeac87c6240b1f","crmLevel":1,"crmLevelSwitch":0,"idStr":"4170648728014932","authorIdStr":"4170648728014932"},"content":"那你卖掉了吗","text":"那你卖掉了吗","html":"那你卖掉了吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578707461649512,"gmtCreate":1782295225413,"gmtModify":1782295950823,"author":{"id":"3503690422459425","authorId":"3503690422459425","name":"南宁期货交易员","avatar":"https://static.tigerbbs.com/62034f744e201d7afb36450b5f6cc7bc","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3503690422459425","authorIdStr":"3503690422459425"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 完了死老鼠了，盘前都没动","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 完了死老鼠了，盘前都没动","text":"$苹果(AAPL)$ 完了死老鼠了，盘前都没动","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578707461649512","isVote":1,"tweetType":1,"viewCount":470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578523898843240,"gmtCreate":1782250321296,"gmtModify":1782250589193,"author":{"id":"3503690422459425","authorId":"3503690422459425","name":"南宁期货交易员","avatar":"https://static.tigerbbs.com/62034f744e201d7afb36450b5f6cc7bc","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3503690422459425","authorIdStr":"3503690422459425"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 这几天要是不拉起来就会下跌了，已经震荡好多天了","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 这几天要是不拉起来就会下跌了，已经震荡好多天了","text":"$苹果(AAPL)$ 这几天要是不拉起来就会下跌了，已经震荡好多天了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578523898843240","isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578523309306824,"gmtCreate":1782250261727,"gmtModify":1782250535853,"author":{"id":"3503690422459425","authorId":"3503690422459425","name":"南宁期货交易员","avatar":"https://static.tigerbbs.com/62034f744e201d7afb36450b5f6cc7bc","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3503690422459425","authorIdStr":"3503690422459425"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 这几天要是不拉起来，那就会下跌了已经震荡好多天了","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 这几天要是不拉起来，那就会下跌了已经震荡好多天了","text":"$苹果(AAPL)$ 这几天要是不拉起来，那就会下跌了已经震荡好多天了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578523309306824","isVote":1,"tweetType":1,"viewCount":447,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578502686610104,"gmtCreate":1782245143473,"gmtModify":1782250514144,"author":{"id":"3503690422459425","authorId":"3503690422459425","name":"南宁期货交易员","avatar":"https://static.tigerbbs.com/62034f744e201d7afb36450b5f6cc7bc","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3503690422459425","authorIdStr":"3503690422459425"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v> 9安了完了","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v> 9安了完了","text":"$苹果(AAPL)$ 9安了完了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578502686610104","isVote":1,"tweetType":1,"viewCount":542,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578502323507368,"gmtCreate":1782245054084,"gmtModify":1782250510858,"author":{"id":"3503690422459425","authorId":"3503690422459425","name":"南宁期货交易员","avatar":"https://static.tigerbbs.com/62034f744e201d7afb36450b5f6cc7bc","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3503690422459425","authorIdStr":"3503690422459425"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 好弱啊，整天这个价位来来回回","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 好弱啊，整天这个价位来来回回","text":"$苹果(AAPL)$ 好弱啊，整天这个价位来来回回","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578502323507368","isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578336460402720,"gmtCreate":1782204559190,"gmtModify":1782206043739,"author":{"id":"3503690422459425","authorId":"3503690422459425","name":"南宁期货交易员","avatar":"https://static.tigerbbs.com/62034f744e201d7afb36450b5f6cc7bc","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3503690422459425","authorIdStr":"3503690422459425"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/MRTY2609\">$微型罗素2000指数2609(MRTY2609)$ </a> 是谁在做空，","listText":"<a href=\"https://laohu8.com/FUT/MRTY2609\">$微型罗素2000指数2609(MRTY2609)$ </a> 是谁在做空，","text":"$微型罗素2000指数2609(MRTY2609)$ 是谁在做空，","images":[{"img":"https://static.tigerbbs.com/a88fe6b0f2e32da1eadbff0b920cee41","width":"720","height":"1612"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578336460402720","isVote":1,"tweetType":1,"viewCount":252,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":578326557020360,"gmtCreate":1782202162763,"gmtModify":1782206043331,"author":{"id":"3503690422459425","authorId":"3503690422459425","name":"南宁期货交易员","avatar":"https://static.tigerbbs.com/62034f744e201d7afb36450b5f6cc7bc","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3503690422459425","authorIdStr":"3503690422459425"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/MRTY2609\">$微型罗素2000指数2609(MRTY2609)$ </a> 他妈的，有这么跌的，要跌到成本价了","listText":"<a href=\"https://laohu8.com/FUT/MRTY2609\">$微型罗素2000指数2609(MRTY2609)$ </a> 他妈的，有这么跌的，要跌到成本价了","text":"$微型罗素2000指数2609(MRTY2609)$ 他妈的，有这么跌的，要跌到成本价了","images":[{"img":"https://static.tigerbbs.com/0598021f33c6a1e7d7c4c136b0c3ecff","width":"720","height":"1612"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578326557020360","isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":576732622914752,"gmtCreate":1781827347156,"gmtModify":1781828894901,"author":{"id":"3503690422459425","authorId":"3503690422459425","name":"南宁期货交易员","avatar":"https://static.tigerbbs.com/62034f744e201d7afb36450b5f6cc7bc","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3503690422459425","authorIdStr":"3503690422459425"},"themes":[],"title":"","htmlText":"[龇牙]&nbsp; 特郎普一贯作风","listText":"[龇牙]&nbsp; 特郎普一贯作风","text":"[龇牙] 特郎普一贯作风","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/576732622914752","repostId":"2644338130","repostType":2,"repost":{"id":"2644338130","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":1781821231,"share":"https://www.laohu8.com/m/news/2644338130?lang=zh_CN&edition=full","pubTime":"2026-06-19 06:20","market":"nz","language":"zh","title":"特朗普歪曲事实？美媒曝英特尔高管对苹果达成合作消息感到意外","url":"https://stock-news.laohu8.com/highlight/detail?id=2644338130","media":"华尔街见闻","summary":"据报道，苹果与英特尔围绕美国本土芯片制造的讨论已持续数月，目前尚不清楚谈判是否已经达成正式协议。","content":"<html><head></head><body><blockquote><p>据报道，苹果与英特尔围绕美国本土芯片制造的讨论已持续数月，目前尚不清楚谈判是否已经达成正式协议。</p></blockquote><p style=\"text-align: justify;\">特朗普一句苹果与英特尔合作生产芯片的帖子引爆英特尔股价。但最新消息显示，就连英特尔内部高管也对总统的表态感到吃惊。</p><p style=\"text-align: justify;\">美国总统特朗普的一则社交媒体帖子，引发市场对英特尔晶圆代工业务迎来重大突破的乐观情绪。特朗普周四表示，苹果已经同意与英特尔合作，在美国设计和生产芯片，此举将有助于强化美国半导体供应链，也为英特尔带来急需的大客户支持。</p><p style=\"text-align: justify;\">上述利好消息推动英特尔股价大涨。不过，特朗普发帖后，美国新闻网站Semafor援引知情人士报道称，苹果与英特尔确实已就美国本土制造合作进行了数月磋商，但交易状态目前无法确认，更令外界意外的是，部分英特尔高管此前并不知道特朗普将发布这一消息，对他的表态感到吃惊。</p><h2 id=\"id_2171598327\">特朗普突然“官宣”，市场迅速点燃英特尔行情</h2><p style=\"text-align: justify;\">当地时间周四稍早，特朗普在旗下社交媒体发文称：“苹果已同意与英特尔合作，在美国设计和制造芯片。”</p><p style=\"text-align: justify;\">特朗普还表示，这项合作将帮助美国重新夺回半导体制造领导地位，并强调芯片必须在美国本土生产。</p><p style=\"text-align: justify;\">特朗普发帖后，英特尔股价周四跳空高开8.8%，即使传出Semafor的报道也未受影响，收涨逾10%，助推芯片股总体大涨。费城半导体指数一度涨逾6%、创盘中历史新高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e58ef290fcf4ea5de3f002496dc4c2a0\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">英特尔与苹果达成芯片产品合作的消息迅速引发市场热议。投资者认为，如果苹果成为英特尔代工客户，将意味着英特尔Foundry业务获得迄今最具分量的背书。</p><p style=\"text-align: justify;\">近年来，苹果的A系列和M系列芯片主要由台积电代工。对于仍在努力追赶台积电、三星的英特尔而言，若能获得苹果订单，无疑将显著提升其先进制程业务的信誉。</p><h2 id=\"id_3528518769\">双方接触已持续数月，但正式协议仍存疑问</h2><p style=\"text-align: justify;\">不过，据Semafor援引知情人士报道，苹果与英特尔围绕在美国制造部分芯片的讨论其实已经持续数月。消息人士并未透露双方是否已经签署最终协议，也没有说明涉及哪些芯片产品。</p><p style=\"text-align: justify;\">该报道称，一些英特尔高管此前并未获悉特朗普将公开宣布这一合作，因此对特朗普的表态感到意外。</p><p style=\"text-align: justify;\">周四美股盘前，Semafor记者Rohan Goswami在社交媒体上表示：“消息人士称，英特尔和苹果围绕美国制造已经讨论了数月。目前尚不清楚这些谈判进展到了哪一步。英特尔高管对（特朗普）总统的帖子感到意外。”</p><p style=\"text-align: justify;\">这意味着，特朗普的帖子可能早于企业正式披露流程，也可能只是基于双方已有接触而作出的公开表态。</p><h2 id=\"id_3981618949\">英特尔代工业务急需“苹果级客户”</h2><p style=\"text-align: justify;\">对于英特尔而言，获得苹果订单具有象征意义。</p><p style=\"text-align: justify;\">自陈立武担任CEO以来，英特尔一直试图推动公司代工业务Intel Foundry转型，希望将自身打造为美版台积电。特朗普政府也持续将英特尔视为重振美国先进制造业的重要支柱。</p><p style=\"text-align: justify;\">此前已有报道称，英伟达、特斯拉等公司正探索使用英特尔先进制程，而苹果的加入则被视为最具影响力的一步。</p><p style=\"text-align: justify;\">与此同时，AI热潮导致台积电先进产能持续紧张，也促使大型科技公司开始寻求更多供应来源。市场一直猜测苹果可能会在部分产品上增加第二供应商，以降低对台积电的依赖。</p><p style=\"text-align: justify;\">不过，即便双方最终达成合作，业内普遍预计苹果短期内不太可能将核心A系列或M系列处理器全面转向英特尔，更可能先从部分外围芯片、低端处理器或封装业务开始。</p><h2 id=\"id_866447915\">市场仍在等待苹果和英特尔正式确认</h2><p style=\"text-align: justify;\">截至目前，苹果和英特尔均未正式宣布相关合作细节。</p><p style=\"text-align: justify;\">因此，在特朗普“官宣”之后，市场焦点已从“是否会合作”，转向更关键的问题：<strong>双方是否已经签署正式协议，以及苹果究竟会将哪些芯片交由英特尔制造。</strong></p><p style=\"text-align: justify;\">在获得更多官方确认之前，这场被特朗普提前曝光的潜在合作，仍存在不少悬念。</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>特朗普歪曲事实？美媒曝英特尔高管对苹果达成合作消息感到意外</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特朗普歪曲事实？美媒曝英特尔高管对苹果达成合作消息感到意外\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\">2026-06-19 06:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>据报道，苹果与英特尔围绕美国本土芯片制造的讨论已持续数月，目前尚不清楚谈判是否已经达成正式协议。</p></blockquote><p style=\"text-align: justify;\">特朗普一句苹果与英特尔合作生产芯片的帖子引爆英特尔股价。但最新消息显示，就连英特尔内部高管也对总统的表态感到吃惊。</p><p style=\"text-align: justify;\">美国总统特朗普的一则社交媒体帖子，引发市场对英特尔晶圆代工业务迎来重大突破的乐观情绪。特朗普周四表示，苹果已经同意与英特尔合作，在美国设计和生产芯片，此举将有助于强化美国半导体供应链，也为英特尔带来急需的大客户支持。</p><p style=\"text-align: justify;\">上述利好消息推动英特尔股价大涨。不过，特朗普发帖后，美国新闻网站Semafor援引知情人士报道称，苹果与英特尔确实已就美国本土制造合作进行了数月磋商，但交易状态目前无法确认，更令外界意外的是，部分英特尔高管此前并不知道特朗普将发布这一消息，对他的表态感到吃惊。</p><h2 id=\"id_2171598327\">特朗普突然“官宣”，市场迅速点燃英特尔行情</h2><p style=\"text-align: justify;\">当地时间周四稍早，特朗普在旗下社交媒体发文称：“苹果已同意与英特尔合作，在美国设计和制造芯片。”</p><p style=\"text-align: justify;\">特朗普还表示，这项合作将帮助美国重新夺回半导体制造领导地位，并强调芯片必须在美国本土生产。</p><p style=\"text-align: justify;\">特朗普发帖后，英特尔股价周四跳空高开8.8%，即使传出Semafor的报道也未受影响，收涨逾10%，助推芯片股总体大涨。费城半导体指数一度涨逾6%、创盘中历史新高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e58ef290fcf4ea5de3f002496dc4c2a0\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">英特尔与苹果达成芯片产品合作的消息迅速引发市场热议。投资者认为，如果苹果成为英特尔代工客户，将意味着英特尔Foundry业务获得迄今最具分量的背书。</p><p style=\"text-align: justify;\">近年来，苹果的A系列和M系列芯片主要由台积电代工。对于仍在努力追赶台积电、三星的英特尔而言，若能获得苹果订单，无疑将显著提升其先进制程业务的信誉。</p><h2 id=\"id_3528518769\">双方接触已持续数月，但正式协议仍存疑问</h2><p style=\"text-align: justify;\">不过，据Semafor援引知情人士报道，苹果与英特尔围绕在美国制造部分芯片的讨论其实已经持续数月。消息人士并未透露双方是否已经签署最终协议，也没有说明涉及哪些芯片产品。</p><p style=\"text-align: justify;\">该报道称，一些英特尔高管此前并未获悉特朗普将公开宣布这一合作，因此对特朗普的表态感到意外。</p><p style=\"text-align: justify;\">周四美股盘前，Semafor记者Rohan Goswami在社交媒体上表示：“消息人士称，英特尔和苹果围绕美国制造已经讨论了数月。目前尚不清楚这些谈判进展到了哪一步。英特尔高管对（特朗普）总统的帖子感到意外。”</p><p style=\"text-align: justify;\">这意味着，特朗普的帖子可能早于企业正式披露流程，也可能只是基于双方已有接触而作出的公开表态。</p><h2 id=\"id_3981618949\">英特尔代工业务急需“苹果级客户”</h2><p style=\"text-align: justify;\">对于英特尔而言，获得苹果订单具有象征意义。</p><p style=\"text-align: justify;\">自陈立武担任CEO以来，英特尔一直试图推动公司代工业务Intel Foundry转型，希望将自身打造为美版台积电。特朗普政府也持续将英特尔视为重振美国先进制造业的重要支柱。</p><p style=\"text-align: justify;\">此前已有报道称，英伟达、特斯拉等公司正探索使用英特尔先进制程，而苹果的加入则被视为最具影响力的一步。</p><p style=\"text-align: justify;\">与此同时，AI热潮导致台积电先进产能持续紧张，也促使大型科技公司开始寻求更多供应来源。市场一直猜测苹果可能会在部分产品上增加第二供应商，以降低对台积电的依赖。</p><p style=\"text-align: justify;\">不过，即便双方最终达成合作，业内普遍预计苹果短期内不太可能将核心A系列或M系列处理器全面转向英特尔，更可能先从部分外围芯片、低端处理器或封装业务开始。</p><h2 id=\"id_866447915\">市场仍在等待苹果和英特尔正式确认</h2><p style=\"text-align: justify;\">截至目前，苹果和英特尔均未正式宣布相关合作细节。</p><p style=\"text-align: justify;\">因此，在特朗普“官宣”之后，市场焦点已从“是否会合作”，转向更关键的问题：<strong>双方是否已经签署正式协议，以及苹果究竟会将哪些芯片交由英特尔制造。</strong></p><p style=\"text-align: justify;\">在获得更多官方确认之前，这场被特朗普提前曝光的潜在合作，仍存在不少悬念。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU0056508442.USD":"贝莱德世界科技基金A2","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","SG9999001424.SGD":"United E-Commerce Fund SGD","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4566":"资本集团","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1301847155.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A4G\" (USD) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0726765562.USD":"JPM GLOBAL INCOME \"A\" (USD HEDGED) INC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU2347655073.USD":"JPM GLOBAL INCOME \"A\" (USDHDG) INC A","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU0080751232.USD":"富达环球多元动力基金A","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) ACC","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU0061474960.USD":"天利环球焦点基金AU Acc","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4543":"AI","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","LU1291159041.SGD":"CPR Invest - Global Silver Age A2 Acc SGD-H","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU1582986433.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) INC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","AAPB":"2倍做多AAPL ETF-GraniteShares","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","BK4592":"伊斯兰概念","AAPD":"1倍做空AAPL ETF-Direxion","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0079474960.USD":"联博美国增长基金A","AAPU":"2倍做多AAPL ETF-Direxion","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","AAPW":"AAPL周配息ETF-Roundhill","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","AAPX":"2倍做多Apple ETF-T-Rex","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","BK4553":"喜马拉雅资本持仓","AAPY":"AAPL收益溢价策略ETF-Kurv","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","BK4559":"巴菲特持仓","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","BK4550":"红杉资本持仓","LU1582987324.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) ACC","LU1582987597.SGD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (SGDHDG) INC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","BK4598":"佩洛西持仓","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","BK4529":"IDC概念","BK4602":"量子计算概念","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4605":"半导体精选","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","BK4527":"明星科技股","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU0861579265.USD":"联博低波幅策略股票基金A","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","LU1582986359.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) ACC","BK4612":"AI芯片","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU1506573853.SGD":"MANULIFE GF GLOBAL EQUITY \"AA\" (SGD) INC","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","BK4532":"文艺复兴科技持仓","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (SGDHDG) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","BK4534":"瑞士信贷持仓","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4535":"淡马锡持仓","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","APLY":"AAPL期权收益策略ETF-YieldMax","LU0882574139.USD":"富达环球消费行业基金A ACC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU2764262908.HKD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (HKD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","BK4507":"流媒体概念","LU2637965513.SGD":"BGF GLOBAL ALLOCATION \"A10\" (SGDHDG) INC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","BK4501":"段永平概念","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","SG9999014559.SGD":"United Income Focus Trust Dis SGD","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","BK4505":"高瓴资本持仓","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","AAPL":"苹果","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU1206712785.SGD":"Aviva Investors - Multi-Strategy Target Return Ah SGD","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","IE000Q6AESB8.SGD":"PIMCO BALANCED INCOME AND GROWTH \"A\" (SGDHDG) INC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","LU1206713676.USD":"Aviva Investors - Multi-Strategy Target Return Ah USD","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","IE000F7OJYX1.SGD":"RQI GLOBAL \"I\" (SGDHDG) INC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","IE0000B7K699.USD":"RQI GLOBAL \"I\" (USD) INC","IE000BZT7R73.USD":"RQI GLOBAL \"I\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","IE000MB6IJN5.SGD":"RQI GLOBAL \"I\" (SGD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","BK4512":"苹果概念","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU0314106906.USD":"MANULIFE GF GLOBAL EQUITY \"AA\" (USD) INC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","BK4515":"5G概念","SG9999002232.USD":"Allianz Global High Payout USD","IE000WAW04H5.SGD":"RQI GLOBAL \"I\" (SGD) INC A","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","IE000SO60NU8.SGD":"RQI GLOBAL \"I\" (SGDHDG) ACC A","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","SG9999002224.SGD":"Allianz Global High Payout SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","LU1046421795.USD":"富达环球科技A-ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","HK0000304805.HKD":"PICTET 战略收益基金 P类港元","INTC":"英特尔","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","HK0000304797.USD":"PICTET 战略收益基金 P类 美元","BK4585":"ETF&股票定投概念","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","LU0238689110.USD":"贝莱德环球动力股票基金","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4588":"碎股","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU0072462426.USD":"贝莱德全球配置 A2","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","BK4170":"电脑硬件、储存设备及电脑周边","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","HK0000819398.USD":"BLACKROCK PREMIER SYSTEMATIC GLOBAL EQUITY HIGH INCOME FUND A10 (USD)INC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU0456855351.SGD":"JPMorgan Funds - Global Equity A (acc) SGD","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","INTW":"2倍做多INTC ETF-GraniteShares","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","HK0000532082.HKD":"ALLIANZ SELECTION INCOME AND GROWTH \"AM\" (HKD) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LINT":"Direxion Daily INTC Bull 2X ETF","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","BK4571":"数字音乐概念","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4576":"AR","LU0143551892.USD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU1732800096.USD":"摩根大通环球收益基金A (irc)","BK4575":"芯片概念","LU2462591277.SGD":"TRP GLOBAL FOCUSED GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU2954938101.SGD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A8P\" (SGD) INC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU2999663052.SGD":"T ROWE PRICE GLOBAL FOCUSED GROWTH EQUITY \"A4P\" (SGD) INC","LU0444971666.USD":"天利全球科技基金","BK4579":"人工智能","LU0859254822.USD":"T ROWE PRICE GLOBAL VALUE EQUITY \"A\" (USD) ACC","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU2357627491.SGD":"TRP GLOBAL VALUE EQUITY \"AH\" (SGDHDG) ACC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4574":"无人驾驶","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU2047632596.USD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"A\" (USD) ACC","BK4573":"虚拟现实","LU2100268510.USD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"AX\" (USD) INC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","BK4581":"高盛持仓","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","LU3102509885.SGD":"T.ROWE MULTI-ASSET GLOBAL INCOME \"A8P\" (SGDHDG) INC","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","BK4141":"半导体产品","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1917777945.USD":"安联专题基金Cl AT Acc","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1989771016.USD":"东方汇理环球老龄化投资基金 A2 Acc","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU0174119429.USD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"A\" ACC","LU2063271972.USD":"富兰克林创新领域基金","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU2462591350.SGD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU0557290698.USD":"施罗德环球可持续增长基金","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC"},"source_url":"https://wallstreetcn.com/articles/3775051","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2644338130","content_text":"据报道，苹果与英特尔围绕美国本土芯片制造的讨论已持续数月，目前尚不清楚谈判是否已经达成正式协议。特朗普一句苹果与英特尔合作生产芯片的帖子引爆英特尔股价。但最新消息显示，就连英特尔内部高管也对总统的表态感到吃惊。美国总统特朗普的一则社交媒体帖子，引发市场对英特尔晶圆代工业务迎来重大突破的乐观情绪。特朗普周四表示，苹果已经同意与英特尔合作，在美国设计和生产芯片，此举将有助于强化美国半导体供应链，也为英特尔带来急需的大客户支持。上述利好消息推动英特尔股价大涨。不过，特朗普发帖后，美国新闻网站Semafor援引知情人士报道称，苹果与英特尔确实已就美国本土制造合作进行了数月磋商，但交易状态目前无法确认，更令外界意外的是，部分英特尔高管此前并不知道特朗普将发布这一消息，对他的表态感到吃惊。特朗普突然“官宣”，市场迅速点燃英特尔行情当地时间周四稍早，特朗普在旗下社交媒体发文称：“苹果已同意与英特尔合作，在美国设计和制造芯片。”特朗普还表示，这项合作将帮助美国重新夺回半导体制造领导地位，并强调芯片必须在美国本土生产。特朗普发帖后，英特尔股价周四跳空高开8.8%，即使传出Semafor的报道也未受影响，收涨逾10%，助推芯片股总体大涨。费城半导体指数一度涨逾6%、创盘中历史新高。英特尔与苹果达成芯片产品合作的消息迅速引发市场热议。投资者认为，如果苹果成为英特尔代工客户，将意味着英特尔Foundry业务获得迄今最具分量的背书。近年来，苹果的A系列和M系列芯片主要由台积电代工。对于仍在努力追赶台积电、三星的英特尔而言，若能获得苹果订单，无疑将显著提升其先进制程业务的信誉。双方接触已持续数月，但正式协议仍存疑问不过，据Semafor援引知情人士报道，苹果与英特尔围绕在美国制造部分芯片的讨论其实已经持续数月。消息人士并未透露双方是否已经签署最终协议，也没有说明涉及哪些芯片产品。该报道称，一些英特尔高管此前并未获悉特朗普将公开宣布这一合作，因此对特朗普的表态感到意外。周四美股盘前，Semafor记者Rohan Goswami在社交媒体上表示：“消息人士称，英特尔和苹果围绕美国制造已经讨论了数月。目前尚不清楚这些谈判进展到了哪一步。英特尔高管对（特朗普）总统的帖子感到意外。”这意味着，特朗普的帖子可能早于企业正式披露流程，也可能只是基于双方已有接触而作出的公开表态。英特尔代工业务急需“苹果级客户”对于英特尔而言，获得苹果订单具有象征意义。自陈立武担任CEO以来，英特尔一直试图推动公司代工业务Intel Foundry转型，希望将自身打造为美版台积电。特朗普政府也持续将英特尔视为重振美国先进制造业的重要支柱。此前已有报道称，英伟达、特斯拉等公司正探索使用英特尔先进制程，而苹果的加入则被视为最具影响力的一步。与此同时，AI热潮导致台积电先进产能持续紧张，也促使大型科技公司开始寻求更多供应来源。市场一直猜测苹果可能会在部分产品上增加第二供应商，以降低对台积电的依赖。不过，即便双方最终达成合作，业内普遍预计苹果短期内不太可能将核心A系列或M系列处理器全面转向英特尔，更可能先从部分外围芯片、低端处理器或封装业务开始。市场仍在等待苹果和英特尔正式确认截至目前，苹果和英特尔均未正式宣布相关合作细节。因此，在特朗普“官宣”之后，市场焦点已从“是否会合作”，转向更关键的问题：双方是否已经签署正式协议，以及苹果究竟会将哪些芯片交由英特尔制造。在获得更多官方确认之前，这场被特朗普提前曝光的潜在合作，仍存在不少悬念。","news_type":1,"symbols_score_info":{"AAPB":0.6,"INTW":0.6,"INTC":1.96,"AAPY":0.6,"AAPU":0.6,"AAPL":1.93,"APLY":0.6,"AAPW":0.6,"AAPD":0.6,"AAPX":0.6,"LINT":0.6}},"isVote":1,"tweetType":1,"viewCount":273,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":576626052673872,"gmtCreate":1781801317313,"gmtModify":1781801453366,"author":{"id":"3503690422459425","authorId":"3503690422459425","name":"南宁期货交易员","avatar":"https://static.tigerbbs.com/62034f744e201d7afb36450b5f6cc7bc","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3503690422459425","authorIdStr":"3503690422459425"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 好弱太难了","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 好弱太难了","text":"$苹果(AAPL)$ 好弱太难了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/576626052673872","isVote":1,"tweetType":1,"viewCount":175,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":412657091977632,"gmtCreate":1741784784294,"gmtModify":1741784786566,"author":{"id":"3503690422459425","authorId":"3503690422459425","name":"南宁期货交易员","avatar":"https://static.tigerbbs.com/62034f744e201d7afb36450b5f6cc7bc","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3503690422459425","idStr":"3503690422459425"},"themes":[],"title":"","htmlText":"哈哈，我这里500毫升可口可乐卖3元，自动售卖机卖2.7","listText":"哈哈，我这里500毫升可口可乐卖3元，自动售卖机卖2.7","text":"哈哈，我这里500毫升可口可乐卖3元，自动售卖机卖2.7","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/412657091977632","isVote":1,"tweetType":1,"viewCount":3973,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4201684861268842","authorId":"4201684861268842","name":"Ray5788","avatar":"https://static.tigerbbs.com/5780a104740ffc203c2f3dd13a5086e2","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4201684861268842","idStr":"4201684861268842"},"content":"可乐不健康[得意]","text":"可乐不健康[得意]","html":"可乐不健康[得意]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":411458015010936,"gmtCreate":1741486933177,"gmtModify":1741488162838,"author":{"id":"3503690422459425","authorId":"3503690422459425","name":"南宁期货交易员","avatar":"https://static.tigerbbs.com/62034f744e201d7afb36450b5f6cc7bc","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3503690422459425","idStr":"3503690422459425"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/HGmain\">$黄铜主连 2505(HGmain)$&nbsp;</a> 有人做铜吗？一起研究一下","listText":"<a href=\"https://laohu8.com/FUT/HGmain\">$黄铜主连 2505(HGmain)$&nbsp;</a> 有人做铜吗？一起研究一下","text":"$黄铜主连 2505(HGmain)$ 有人做铜吗？一起研究一下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/411458015010936","isVote":1,"tweetType":1,"viewCount":3551,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3505772788119464","authorId":"3505772788119464","name":"松山湖小树","avatar":"https://static.tigerbbs.com/c23f1af91337bc88110e6b3262ddf8ff","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3505772788119464","idStr":"3505772788119464"},"content":"哪里研究？[微笑]","text":"哪里研究？[微笑]","html":"哪里研究？[微笑]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":369408132825504,"gmtCreate":1731229014621,"gmtModify":1731231684438,"author":{"id":"3503690422459425","authorId":"3503690422459425","name":"南宁期货交易员","avatar":"https://static.tigerbbs.com/62034f744e201d7afb36450b5f6cc7bc","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3503690422459425","idStr":"3503690422459425"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/APP\">$AppLovin Corporation(APP)$&nbsp;</a><v-v data-views=\"0\"></v-v> 狗庄，拉这么高，想逼空吗","listText":"<a href=\"https://laohu8.com/S/APP\">$AppLovin Corporation(APP)$&nbsp;</a><v-v data-views=\"0\"></v-v> 狗庄，拉这么高，想逼空吗","text":"$AppLovin Corporation(APP)$ 狗庄，拉这么高，想逼空吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/369408132825504","isVote":1,"tweetType":1,"viewCount":4975,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3495582074032194","authorId":"3495582074032194","name":"Ericccc","avatar":"https://static.tigerbbs.com/439494622ac3903a39fefec00218c818","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3495582074032194","idStr":"3495582074032194"},"content":"继续空！！！ 没理由的","text":"继续空！！！ 没理由的","html":"继续空！！！ 没理由的"},{"author":{"id":"3453198934663129","authorId":"3453198934663129","name":"小小收货郎","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1,"authorIdStr":"3453198934663129","idStr":"3453198934663129"},"content":"两波做空都被割了","text":"两波做空都被割了","html":"两波做空都被割了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":920701234,"gmtCreate":1585126838128,"gmtModify":1704357013874,"author":{"id":"3503690422459425","authorId":"3503690422459425","name":"南宁期货交易员","avatar":"https://static.tigerbbs.com/62034f744e201d7afb36450b5f6cc7bc","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3503690422459425","idStr":"3503690422459425"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/CPE\">$卡隆石油(CPE)$</a>看好这家公司。坐等发财","listText":"<a href=\"https://laohu8.com/S/CPE\">$卡隆石油(CPE)$</a>看好这家公司。坐等发财","text":"$卡隆石油(CPE)$看好这家公司。坐等发财","images":[{"img":"https://static.tigerbbs.com/e82c56f25db92301b9d27e38170b2866","width":"1080","height":"1542"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":11,"commentSize":31,"repostSize":1,"link":"https://laohu8.com/post/920701234","isVote":1,"tweetType":1,"viewCount":10487,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3506324335606196","authorId":"3506324335606196","name":"心态即王者","avatar":"https://static.tigerbbs.com/fb84f3bb5e45ebe3a885c8660f01b7e8","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3506324335606196","idStr":"3506324335606196"},"content":"6万股路过.4毛多进场.坐等资金解放","text":"6万股路过.4毛多进场.坐等资金解放","html":"6万股路过.4毛多进场.坐等资金解放"},{"author":{"id":"3530311424711189","authorId":"3530311424711189","name":"华尔街小西瓜","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3530311424711189","idStr":"3530311424711189"},"content":"买了多少啊","text":"买了多少啊","html":"买了多少啊"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":514428417692224,"gmtCreate":1766568413896,"gmtModify":1766568416474,"author":{"id":"3503690422459425","authorId":"3503690422459425","name":"南宁期货交易员","avatar":"https://static.tigerbbs.com/62034f744e201d7afb36450b5f6cc7bc","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3503690422459425","idStr":"3503690422459425"},"themes":[],"title":"","htmlText":"看不懂，一切都是资金说了算，我认为泡沫严重，就跟郁金香事件一样，迟早爆","listText":"看不懂，一切都是资金说了算，我认为泡沫严重，就跟郁金香事件一样，迟早爆","text":"看不懂，一切都是资金说了算，我认为泡沫严重，就跟郁金香事件一样，迟早爆","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/514428417692224","isVote":1,"tweetType":1,"viewCount":1974,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000641","authorId":"9000000000000641","name":"CyrilDavy","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000641","idStr":"9000000000000641"},"content":"完全同意，现在这泡沫看着都心慌😰","text":"完全同意，现在这泡沫看着都心慌😰","html":"完全同意，现在这泡沫看着都心慌😰"},{"author":{"id":"4181870284405242","authorId":"4181870284405242","name":"爱的老虎油","avatar":"https://static.tigerbbs.com/3c1346aee87a35ed139136a78b590525","crmLevel":1,"crmLevelSwitch":1,"authorIdStr":"4181870284405242","idStr":"4181870284405242"},"content":"阿表，加油！","text":"阿表，加油！","html":"阿表，加油！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":255727990337784,"gmtCreate":1703444674688,"gmtModify":1703444676818,"author":{"id":"3503690422459425","authorId":"3503690422459425","name":"南宁期货交易员","avatar":"https://static.tigerbbs.com/62034f744e201d7afb36450b5f6cc7bc","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3503690422459425","idStr":"3503690422459425"},"themes":[],"title":"","htmlText":"欢迎得力交易员加入我们团队一起努力！","listText":"欢迎得力交易员加入我们团队一起努力！","text":"欢迎得力交易员加入我们团队一起努力！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/255727990337784","isVote":1,"tweetType":1,"viewCount":4123,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3499857905385497","authorId":"3499857905385497","name":"6000赚到6000w","avatar":"https://static.tigerbbs.com/828ad27eb1c5c22bca99621949ffc3ce","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"3499857905385497","idStr":"3499857905385497"},"content":"有群一起讨论交流？","text":"有群一起讨论交流？","html":"有群一起讨论交流？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":539565235626136,"gmtCreate":1772747928147,"gmtModify":1772747929883,"author":{"id":"3503690422459425","authorId":"3503690422459425","name":"南宁期货交易员","avatar":"https://static.tigerbbs.com/62034f744e201d7afb36450b5f6cc7bc","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3503690422459425","idStr":"3503690422459425"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/HE2604\">$瘦肉猪2604(HE2604)$ </a> 有人做猪头吗？","listText":"<a href=\"https://laohu8.com/FUT/HE2604\">$瘦肉猪2604(HE2604)$ </a> 有人做猪头吗？","text":"$瘦肉猪2604(HE2604)$ 有人做猪头吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/539565235626136","isVote":1,"tweetType":1,"viewCount":1926,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":425114488377984,"gmtCreate":1744797657575,"gmtModify":1744798046599,"author":{"id":"3503690422459425","authorId":"3503690422459425","name":"南宁期货交易员","avatar":"https://static.tigerbbs.com/62034f744e201d7afb36450b5f6cc7bc","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3503690422459425","idStr":"3503690422459425"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SHV\">$美国短期国债ETF-iShares(SHV)$</a> 买短期国债，收取利息，闲置资金的好去处，","listText":"<a href=\"https://laohu8.com/S/SHV\">$美国短期国债ETF-iShares(SHV)$</a> 买短期国债，收取利息，闲置资金的好去处，","text":"$美国短期国债ETF-iShares(SHV)$ 买短期国债，收取利息，闲置资金的好去处，","images":[{"img":"https://static.tigerbbs.com/38cf199ff4e0b6ab8b9a4702ad026899","width":"618","height":"1066"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/425114488377984","isVote":1,"tweetType":1,"viewCount":2262,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3474259949908849","authorId":"3474259949908849","name":"美食作家巴菲特","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"authorIdStr":"3474259949908849","idStr":"3474259949908849"},"content":"请教下我买了shv持有了三个月，为什么一笔股息收益也没查到","text":"请教下我买了shv持有了三个月，为什么一笔股息收益也没查到","html":"请教下我买了shv持有了三个月，为什么一笔股息收益也没查到"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":468140816015712,"gmtCreate":1755309043556,"gmtModify":1755309044718,"author":{"id":"3503690422459425","authorId":"3503690422459425","name":"南宁期货交易员","avatar":"https://static.tigerbbs.com/62034f744e201d7afb36450b5f6cc7bc","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3503690422459425","idStr":"3503690422459425"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/FEF2512\">$铁矿石2512(FEF2512)$</a> 看涨","listText":"<a href=\"https://laohu8.com/FUT/FEF2512\">$铁矿石2512(FEF2512)$</a> 看涨","text":"$铁矿石2512(FEF2512)$ 看涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/468140816015712","isVote":1,"tweetType":1,"viewCount":1752,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4131409357956500","authorId":"4131409357956500","name":"ruan_7128","avatar":"https://static.tigerbbs.com/8ad7f9c1716c3dead55c9cc240346dcb","crmLevel":7,"crmLevelSwitch":1,"authorIdStr":"4131409357956500","idStr":"4131409357956500"},"content":"一旦越过106就空他！","text":"一旦越过106就空他！","html":"一旦越过106就空他！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":956134953,"gmtCreate":1591612690572,"gmtModify":1704196098117,"author":{"id":"3503690422459425","authorId":"3503690422459425","name":"南宁期货交易员","avatar":"https://static.tigerbbs.com/62034f744e201d7afb36450b5f6cc7bc","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3503690422459425","idStr":"3503690422459425"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/FNB\">$F.N.B. Corp(FNB)$</a>没人关注这公司吗？","listText":"<a href=\"https://laohu8.com/S/FNB\">$F.N.B. Corp(FNB)$</a>没人关注这公司吗？","text":"$F.N.B. Corp(FNB)$没人关注这公司吗？","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":0,"commentSize":30,"repostSize":0,"link":"https://laohu8.com/post/956134953","isVote":1,"tweetType":1,"viewCount":5998,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3548326863723536","authorId":"3548326863723536","name":"MR. No","avatar":"https://static.tigerbbs.com/69c011bf7bd5ced9d9980d719187ddea","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3548326863723536","idStr":"3548326863723536"},"content":"[财迷]我比较懒，只要你告诉我会暴涨，我马上去加点仓。 [安慰]","text":"[财迷]我比较懒，只要你告诉我会暴涨，我马上去加点仓。 [安慰]","html":"[财迷]我比较懒，只要你告诉我会暴涨，我马上去加点仓。 [安慰]"},{"author":{"id":"3441652934740029","authorId":"3441652934740029","name":"火箭发射员","avatar":"https://static.tigerbbs.com/64da92076ca723b701d527e7b14f864c","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3441652934740029","idStr":"3441652934740029"},"content":"你发帖我就关注了","text":"你发帖我就关注了","html":"你发帖我就关注了"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}