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DeW
一万一炒到一千万的故事会。
IP属地:广东
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DeW
05-27
$美团-W(03690)$
靠补贴赢不了美团,砸钱没有什么太大意义,补贴停了之后也就是两个饿了么。
DeW
05-20
什么狗屎预测,如果150。 很多国家页岩油就要开采了。
抱歉,原内容已删除
DeW
04-14
$高通(QCOM)$
看多高通,财报出来不受内存影响,股价暴跌纯属意外。 受影响的是手机厂商,并且各个内存市场之间并不像显存一样受冲击。
DeW
02-23
[呆住] 背部供电本身能跑通不错了,技术难度比mircoled的迁移类似。 台积电,早晚卡在这块上。
抱歉,原内容已删除
DeW
01-24
$英特尔(INTC)$
持续看多,等到intel未来回正,甚至是ifs接单苹果之日。必然迅速突破100$,做时间的朋友。
DeW
01-16
芯片都开始造了,承认别人靠跳级险胜一招,自己在最先进落后了都不会。台积电早晚给这几个老登害死。
抱歉,原内容已删除
DeW
2025-11-11
Indian hh.
抱歉,原内容已删除
DeW
2025-11-10
[笑哭] 居然还有一万片。
抱歉,原内容已删除
DeW
2025-10-30
$英特尔(INTC)$
intel to 100$!
DeW
2025-10-03
短期看空回落30之下,长期看涨50+。 业绩还是要明年开始爆发,25年财报依旧会很难看。
DeW
2025-09-20
$英特尔(INTC)$
长期看涨,大部分人压根不知道intel为什么研发如此艰难,基本上intel现在单独零跑背部供电技术。 台积电和三星之流,只是在节点上所谓领先。 背部供电量产,相对于当年euv多重曝光制成是一样的,属于必须推进项目没有之几。 等到台积电27年开始风险量产的时候,intel估计就追回市场宝座了。 [微笑] 现在选择intel将会是持有长期预期,至少再看一年上50!27年突破百元。
DeW
2025-09-16
intel fpga如果买cpu不送,[流泪] 根本没人买。 这年头,都是专用芯片市场。 fpga再等十年吧,算力膨胀之后才会是巨量市场。
抱歉,原内容已删除
DeW
2025-08-27
彻底排除自己在国家安全领域。
抱歉,原内容已删除
DeW
2025-08-12
人没那么傻,强制那几个公司支持intel芯片制造,intel逆转财报起码是五六倍利润。 [可爱]而且还可以打出振新美国制造的感情牌。 然后又可以在社交媒体上说,谁叫你们不支持国家。
DeW
2025-08-08
川普比普金还牛逼 [笑哭]
DeW
2025-07-30
近年来,为几的好消息。
抱歉,原内容已删除
DeW
2025-07-25
intel不做大而全的,就做高级制造就好了。
DeW
2025-07-24
[微笑] 但是intel营收没少[呆住] ,谁撒谎了?
抱歉,原内容已删除
DeW
2025-07-17
$英特尔(INTC)$
18a不景气量产只有55%不足以外部代工啊。 18a-p也是还没看到影子,现在买英特尔纯豪赌。 但是我赌了[愤怒] !
DeW
2024-08-03
$英特尔(INTC)$
现在买因特尔纯赌一把光刻机,我不懂具体制造。但是上一次intel给台积电超越就是装逼的说下了,duv也可以做很好的7nm结果后来他们去做3nm2nm,是euv能接着做2nm3nm。 问题是再往下的呢?制造末期订单全丢。
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很多国家页岩油就要开采了。","text":"什么狗屎预测,如果150。 很多国家页岩油就要开采了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566127076247552","repostId":"2636892690","repostType":2,"isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553551217054128,"gmtCreate":1776178906411,"gmtModify":1776178908930,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512032956627506","authorIdStr":"3512032956627506"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$ </a><v-v data-views=\"1\"></v-v> 看多高通,财报出来不受内存影响,股价暴跌纯属意外。 受影响的是手机厂商,并且各个内存市场之间并不像显存一样受冲击。","listText":"<a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$ </a><v-v data-views=\"1\"></v-v> 看多高通,财报出来不受内存影响,股价暴跌纯属意外。 受影响的是手机厂商,并且各个内存市场之间并不像显存一样受冲击。","text":"$高通(QCOM)$ 看多高通,财报出来不受内存影响,股价暴跌纯属意外。 受影响的是手机厂商,并且各个内存市场之间并不像显存一样受冲击。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553551217054128","isVote":1,"tweetType":1,"viewCount":1721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":535891922776936,"gmtCreate":1771853963303,"gmtModify":1771853965836,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512032956627506","authorIdStr":"3512032956627506"},"themes":[],"title":"","htmlText":"[呆住] 背部供电本身能跑通不错了,技术难度比mircoled的迁移类似。 台积电,早晚卡在这块上。","listText":"[呆住] 背部供电本身能跑通不错了,技术难度比mircoled的迁移类似。 台积电,早晚卡在这块上。","text":"[呆住] 背部供电本身能跑通不错了,技术难度比mircoled的迁移类似。 台积电,早晚卡在这块上。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/535891922776936","repostId":"2613243114","repostType":2,"isVote":1,"tweetType":1,"viewCount":889,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524975684030728,"gmtCreate":1769194484328,"gmtModify":1769194486661,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512032956627506","authorIdStr":"3512032956627506"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"1\"></v-v> 持续看多,等到intel未来回正,甚至是ifs接单苹果之日。必然迅速突破100$,做时间的朋友。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"1\"></v-v> 持续看多,等到intel未来回正,甚至是ifs接单苹果之日。必然迅速突破100$,做时间的朋友。","text":"$英特尔(INTC)$ 持续看多,等到intel未来回正,甚至是ifs接单苹果之日。必然迅速突破100$,做时间的朋友。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/524975684030728","isVote":1,"tweetType":1,"viewCount":3312,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":522122656400568,"gmtCreate":1768507394144,"gmtModify":1768507397581,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512032956627506","authorIdStr":"3512032956627506"},"themes":[],"title":"","htmlText":"芯片都开始造了,承认别人靠跳级险胜一招,自己在最先进落后了都不会。台积电早晚给这几个老登害死。","listText":"芯片都开始造了,承认别人靠跳级险胜一招,自己在最先进落后了都不会。台积电早晚给这几个老登害死。","text":"芯片都开始造了,承认别人靠跳级险胜一招,自己在最先进落后了都不会。台积电早晚给这几个老登害死。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522122656400568","repostId":"2603600002","repostType":2,"isVote":1,"tweetType":1,"viewCount":1633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":499093477159360,"gmtCreate":1762874594788,"gmtModify":1762874596998,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512032956627506","authorIdStr":"3512032956627506"},"themes":[],"title":"","htmlText":"Indian hh.","listText":"Indian hh.","text":"Indian hh.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/499093477159360","repostId":"1164477321","repostType":2,"isVote":1,"tweetType":1,"viewCount":1808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":498609828987416,"gmtCreate":1762754382098,"gmtModify":1762754384327,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512032956627506","authorIdStr":"3512032956627506"},"themes":[],"title":"","htmlText":"[笑哭] 居然还有一万片。","listText":"[笑哭] 居然还有一万片。","text":"[笑哭] 居然还有一万片。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/498609828987416","repostId":"2582584339","repostType":2,"isVote":1,"tweetType":1,"viewCount":1570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494531483583224,"gmtCreate":1761765766856,"gmtModify":1761765768836,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512032956627506","authorIdStr":"3512032956627506"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"1\"></v-v> intel to 100$!","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"1\"></v-v> intel to 100$!","text":"$英特尔(INTC)$ intel to 100$!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494531483583224","isVote":1,"tweetType":1,"viewCount":1834,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":485122210984832,"gmtCreate":1759467121426,"gmtModify":1759467124153,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512032956627506","authorIdStr":"3512032956627506"},"themes":[],"title":"","htmlText":"短期看空回落30之下,长期看涨50+。 业绩还是要明年开始爆发,25年财报依旧会很难看。","listText":"短期看空回落30之下,长期看涨50+。 业绩还是要明年开始爆发,25年财报依旧会很难看。","text":"短期看空回落30之下,长期看涨50+。 业绩还是要明年开始爆发,25年财报依旧会很难看。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/485122210984832","isVote":1,"tweetType":1,"viewCount":2212,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":480355784012136,"gmtCreate":1758298366045,"gmtModify":1758298368917,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512032956627506","authorIdStr":"3512032956627506"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"1\"></v-v> 长期看涨,大部分人压根不知道intel为什么研发如此艰难,基本上intel现在单独零跑背部供电技术。 台积电和三星之流,只是在节点上所谓领先。 背部供电量产,相对于当年euv多重曝光制成是一样的,属于必须推进项目没有之几。 等到台积电27年开始风险量产的时候,intel估计就追回市场宝座了。 [微笑] 现在选择intel将会是持有长期预期,至少再看一年上50!27年突破百元。","listText":"<a 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现在选择intel将会是持有长期预期,至少再看一年上50!27年突破百元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/480355784012136","isVote":1,"tweetType":1,"viewCount":5113,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3495002759494258","authorId":"3495002759494258","name":"寂寞的演奏家","avatar":"https://static.tigerbbs.com/9027c93e57bb45c8170d7860486ffda7","crmLevel":1,"crmLevelSwitch":0,"idStr":"3495002759494258","authorIdStr":"3495002759494258"},"content":"英特尔为什么不自己制造A18","text":"英特尔为什么不自己制造A18","html":"英特尔为什么不自己制造A18"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479043368538560,"gmtCreate":1757972649103,"gmtModify":1757972652261,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512032956627506","authorIdStr":"3512032956627506"},"themes":[],"title":"","htmlText":"intel fpga如果买cpu不送,[流泪] 根本没人买。 这年头,都是专用芯片市场。 fpga再等十年吧,算力膨胀之后才会是巨量市场。","listText":"intel fpga如果买cpu不送,[流泪] 根本没人买。 这年头,都是专用芯片市场。 fpga再等十年吧,算力膨胀之后才会是巨量市场。","text":"intel fpga如果买cpu不送,[流泪] 根本没人买。 这年头,都是专用芯片市场。 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[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/465129460228512","isVote":1,"tweetType":1,"viewCount":1766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462055649603976,"gmtCreate":1753825355765,"gmtModify":1753825357412,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512032956627506","authorIdStr":"3512032956627506"},"themes":[],"title":"","htmlText":"近年来,为几的好消息。","listText":"近年来,为几的好消息。","text":"近年来,为几的好消息。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462055649603976","repostId":"2555089377","repostType":2,"isVote":1,"tweetType":1,"viewCount":2271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":460516575674472,"gmtCreate":1753440296907,"gmtModify":1753440298932,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512032956627506","authorIdStr":"3512032956627506"},"themes":[],"title":"","htmlText":"intel不做大而全的,就做高级制造就好了。","listText":"intel不做大而全的,就做高级制造就好了。","text":"intel不做大而全的,就做高级制造就好了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/460516575674472","isVote":1,"tweetType":1,"viewCount":1342,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":460198201925840,"gmtCreate":1753362438530,"gmtModify":1753362655727,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512032956627506","authorIdStr":"3512032956627506"},"themes":[],"title":"","htmlText":"[微笑] 但是intel营收没少[呆住] ,谁撒谎了?","listText":"[微笑] 但是intel营收没少[呆住] ,谁撒谎了?","text":"[微笑] 但是intel营收没少[呆住] ,谁撒谎了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/460198201925840","repostId":"2553204442","repostType":2,"isVote":1,"tweetType":1,"viewCount":1559,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":457352677720176,"gmtCreate":1752695720942,"gmtModify":1752695722617,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512032956627506","authorIdStr":"3512032956627506"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 18a不景气量产只有55%不足以外部代工啊。 18a-p也是还没看到影子,现在买英特尔纯豪赌。 但是我赌了[愤怒] !","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 18a不景气量产只有55%不足以外部代工啊。 18a-p也是还没看到影子,现在买英特尔纯豪赌。 但是我赌了[愤怒] !","text":"$英特尔(INTC)$ 18a不景气量产只有55%不足以外部代工啊。 18a-p也是还没看到影子,现在买英特尔纯豪赌。 但是我赌了[愤怒] !","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/457352677720176","isVote":1,"tweetType":1,"viewCount":5527,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575261823915715","authorId":"3575261823915715","name":"阿肉","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"idStr":"3575261823915715","authorIdStr":"3575261823915715"},"content":"作为业内人士 本来也觉得他潜力很大 被低估了 但是过去一年接触了一些他们美国的员工 感觉以目前他们清洗原有员工的力度 根本没有前途","text":"作为业内人士 本来也觉得他潜力很大 被低估了 但是过去一年接触了一些他们美国的员工 感觉以目前他们清洗原有员工的力度 根本没有前途","html":"作为业内人士 本来也觉得他潜力很大 被低估了 但是过去一年接触了一些他们美国的员工 感觉以目前他们清洗原有员工的力度 根本没有前途"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":334177931706472,"gmtCreate":1722619350863,"gmtModify":1722645976697,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3512032956627506","authorIdStr":"3512032956627506"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"1\"></v-v> 现在买因特尔纯赌一把光刻机,我不懂具体制造。但是上一次intel给台积电超越就是装逼的说下了,duv也可以做很好的7nm结果后来他们去做3nm2nm,是euv能接着做2nm3nm。 问题是再往下的呢?制造末期订单全丢。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"1\"></v-v> 现在买因特尔纯赌一把光刻机,我不懂具体制造。但是上一次intel给台积电超越就是装逼的说下了,duv也可以做很好的7nm结果后来他们去做3nm2nm,是euv能接着做2nm3nm。 问题是再往下的呢?制造末期订单全丢。","text":"$英特尔(INTC)$ 现在买因特尔纯赌一把光刻机,我不懂具体制造。但是上一次intel给台积电超越就是装逼的说下了,duv也可以做很好的7nm结果后来他们去做3nm2nm,是euv能接着做2nm3nm。 问题是再往下的呢?制造末期订单全丢。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/334177931706472","isVote":1,"tweetType":1,"viewCount":11042,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":553551217054128,"gmtCreate":1776178906411,"gmtModify":1776178908930,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3512032956627506","idStr":"3512032956627506"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$ </a><v-v data-views=\"1\"></v-v> 看多高通,财报出来不受内存影响,股价暴跌纯属意外。 受影响的是手机厂商,并且各个内存市场之间并不像显存一样受冲击。","listText":"<a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$ </a><v-v data-views=\"1\"></v-v> 看多高通,财报出来不受内存影响,股价暴跌纯属意外。 受影响的是手机厂商,并且各个内存市场之间并不像显存一样受冲击。","text":"$高通(QCOM)$ 看多高通,财报出来不受内存影响,股价暴跌纯属意外。 受影响的是手机厂商,并且各个内存市场之间并不像显存一样受冲击。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553551217054128","isVote":1,"tweetType":1,"viewCount":1721,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":457352677720176,"gmtCreate":1752695720942,"gmtModify":1752695722617,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3512032956627506","idStr":"3512032956627506"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 18a不景气量产只有55%不足以外部代工啊。 18a-p也是还没看到影子,现在买英特尔纯豪赌。 但是我赌了[愤怒] !","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 18a不景气量产只有55%不足以外部代工啊。 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根本没有前途"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":334177931706472,"gmtCreate":1722619350863,"gmtModify":1722645976697,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3512032956627506","idStr":"3512032956627506"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"1\"></v-v> 现在买因特尔纯赌一把光刻机,我不懂具体制造。但是上一次intel给台积电超越就是装逼的说下了,duv也可以做很好的7nm结果后来他们去做3nm2nm,是euv能接着做2nm3nm。 问题是再往下的呢?制造末期订单全丢。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"1\"></v-v> 现在买因特尔纯赌一把光刻机,我不懂具体制造。但是上一次intel给台积电超越就是装逼的说下了,duv也可以做很好的7nm结果后来他们去做3nm2nm,是euv能接着做2nm3nm。 问题是再往下的呢?制造末期订单全丢。","text":"$英特尔(INTC)$ 现在买因特尔纯赌一把光刻机,我不懂具体制造。但是上一次intel给台积电超越就是装逼的说下了,duv也可以做很好的7nm结果后来他们去做3nm2nm,是euv能接着做2nm3nm。 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现在选择intel将会是持有长期预期,至少再看一年上50!27年突破百元。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"1\"></v-v> 长期看涨,大部分人压根不知道intel为什么研发如此艰难,基本上intel现在单独零跑背部供电技术。 台积电和三星之流,只是在节点上所谓领先。 背部供电量产,相对于当年euv多重曝光制成是一样的,属于必须推进项目没有之几。 等到台积电27年开始风险量产的时候,intel估计就追回市场宝座了。 [微笑] 现在选择intel将会是持有长期预期,至少再看一年上50!27年突破百元。","text":"$英特尔(INTC)$ 长期看涨,大部分人压根不知道intel为什么研发如此艰难,基本上intel现在单独零跑背部供电技术。 台积电和三星之流,只是在节点上所谓领先。 背部供电量产,相对于当年euv多重曝光制成是一样的,属于必须推进项目没有之几。 等到台积电27年开始风险量产的时候,intel估计就追回市场宝座了。 [微笑] 现在选择intel将会是持有长期预期,至少再看一年上50!27年突破百元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/480355784012136","isVote":1,"tweetType":1,"viewCount":5113,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3495002759494258","authorId":"3495002759494258","name":"寂寞的演奏家","avatar":"https://static.tigerbbs.com/9027c93e57bb45c8170d7860486ffda7","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3495002759494258","idStr":"3495002759494258"},"content":"英特尔为什么不自己制造A18","text":"英特尔为什么不自己制造A18","html":"英特尔为什么不自己制造A18"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":466925209121296,"gmtCreate":1755012738937,"gmtModify":1755015054195,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3512032956627506","idStr":"3512032956627506"},"themes":[],"title":"","htmlText":"人没那么傻,强制那几个公司支持intel芯片制造,intel逆转财报起码是五六倍利润。 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很多国家页岩油就要开采了。","text":"什么狗屎预测,如果150。 很多国家页岩油就要开采了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/566127076247552","repostId":"2636892690","repostType":2,"isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568455134746760,"gmtCreate":1779820715501,"gmtModify":1779832096396,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3512032956627506","idStr":"3512032956627506"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ </a> 靠补贴赢不了美团,砸钱没有什么太大意义,补贴停了之后也就是两个饿了么。","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$ </a> 靠补贴赢不了美团,砸钱没有什么太大意义,补贴停了之后也就是两个饿了么。","text":"$美团-W(03690)$ 靠补贴赢不了美团,砸钱没有什么太大意义,补贴停了之后也就是两个饿了么。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/568455134746760","isVote":1,"tweetType":1,"viewCount":4136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":535891922776936,"gmtCreate":1771853963303,"gmtModify":1771853965836,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3512032956627506","idStr":"3512032956627506"},"themes":[],"title":"","htmlText":"[呆住] 背部供电本身能跑通不错了,技术难度比mircoled的迁移类似。 台积电,早晚卡在这块上。","listText":"[呆住] 背部供电本身能跑通不错了,技术难度比mircoled的迁移类似。 台积电,早晚卡在这块上。","text":"[呆住] 背部供电本身能跑通不错了,技术难度比mircoled的迁移类似。 台积电,早晚卡在这块上。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/535891922776936","repostId":"2613243114","repostType":2,"isVote":1,"tweetType":1,"viewCount":889,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":522122656400568,"gmtCreate":1768507394144,"gmtModify":1768507397581,"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3512032956627506","idStr":"3512032956627506"},"themes":[],"title":"","htmlText":"芯片都开始造了,承认别人靠跳级险胜一招,自己在最先进落后了都不会。台积电早晚给这几个老登害死。","listText":"芯片都开始造了,承认别人靠跳级险胜一招,自己在最先进落后了都不会。台积电早晚给这几个老登害死。","text":"芯片都开始造了,承认别人靠跳级险胜一招,自己在最先进落后了都不会。台积电早晚给这几个老登害死。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522122656400568","repostId":"2603600002","repostType":2,"isVote":1,"tweetType":1,"viewCount":1633,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}