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特斯拉Optimus将进驻奥斯汀工厂，马斯克预测明年开售
柳明家园
2025-09-01
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通富微电：Q2营收&归母净利历史同期单季度新高 绑定AMD净利亮眼
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","listText":" ","text":"","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/525677293056496","repostId":"1187595913","repostType":4,"repost":{"id":"1187595913","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":1769250020,"share":"https://www.laohu8.com/m/news/1187595913?lang=zh_CN&edition=full","pubTime":"2026-01-24 18:20","market":"us","language":"zh","title":"特斯拉Optimus将进驻奥斯汀工厂，马斯克预测明年开售","url":"https://stock-news.laohu8.com/highlight/detail?id=1187595913","media":"老虎资讯综合","summary":"奥斯汀将成为下一个训练场。","content":"<html><head></head><body><p>据Business Insider报道， <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 似乎正离在其工厂部署Optimus机器人更近一步，而奥斯汀将成为下一个训练场。</p><p>据知情人士透露，特斯拉在上周的员工大会上表示，计划开始在奥斯汀超级工厂收集数据，以训练其人形机器人。该公司表示，<strong>其目标是训练Optimus如何在德克萨斯州的工厂内运行，并计划于2月份正式开始。</strong>一年多来，特斯拉一直通过其加州弗里蒙特工厂收集数据并训练Optimus原型机。据了解该项目的人士透露，为了避免干扰生产，弗里蒙特的Optimus数据收集员通常与普通工厂工人隔离开来。</p><p>马斯克周四在达沃斯接受采访时表示，特斯拉的人形机器人已经在其工厂执行“简单任务”，但他并未指明具体任务。他表示：“<strong>我认为到今年年底，它们将能执行更复杂的任务，但仍将部署在工业环境中。到明年年底，我认为我们将向公众销售人形机器人。</strong>”</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>特斯拉Optimus将进驻奥斯汀工厂，马斯克预测明年开售</title>\n<style 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}\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特斯拉Optimus将进驻奥斯汀工厂，马斯克预测明年开售\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\">2026-01-24 18:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据Business Insider报道， <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 似乎正离在其工厂部署Optimus机器人更近一步，而奥斯汀将成为下一个训练场。</p><p>据知情人士透露，特斯拉在上周的员工大会上表示，计划开始在奥斯汀超级工厂收集数据，以训练其人形机器人。该公司表示，<strong>其目标是训练Optimus如何在德克萨斯州的工厂内运行，并计划于2月份正式开始。</strong>一年多来，特斯拉一直通过其加州弗里蒙特工厂收集数据并训练Optimus原型机。据了解该项目的人士透露，为了避免干扰生产，弗里蒙特的Optimus数据收集员通常与普通工厂工人隔离开来。</p><p>马斯克周四在达沃斯接受采访时表示，特斯拉的人形机器人已经在其工厂执行“简单任务”，但他并未指明具体任务。他表示：“<strong>我认为到今年年底，它们将能执行更复杂的任务，但仍将部署在工业环境中。到明年年底，我认为我们将向公众销售人形机器人。</strong>”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7630cb4f3211581b45bdab578a586bf2","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187595913","content_text":"据Business Insider报道， 特斯拉 似乎正离在其工厂部署Optimus机器人更近一步，而奥斯汀将成为下一个训练场。据知情人士透露，特斯拉在上周的员工大会上表示，计划开始在奥斯汀超级工厂收集数据，以训练其人形机器人。该公司表示，其目标是训练Optimus如何在德克萨斯州的工厂内运行，并计划于2月份正式开始。一年多来，特斯拉一直通过其加州弗里蒙特工厂收集数据并训练Optimus原型机。据了解该项目的人士透露，为了避免干扰生产，弗里蒙特的Optimus数据收集员通常与普通工厂工人隔离开来。马斯克周四在达沃斯接受采访时表示，特斯拉的人形机器人已经在其工厂执行“简单任务”，但他并未指明具体任务。他表示：“我认为到今年年底，它们将能执行更复杂的任务，但仍将部署在工业环境中。到明年年底，我认为我们将向公众销售人形机器人。”","news_type":1,"symbols_score_info":{"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":473855042405176,"gmtCreate":1756718761693,"gmtModify":1756719278499,"author":{"id":"3528183888153548","authorId":"3528183888153548","name":"柳明家园","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3528183888153548","idStr":"3528183888153548"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/473855042405176","repostId":"2564921718","repostType":2,"repost":{"id":"2564921718","kind":"news","pubTimestamp":1756656000,"share":"https://www.laohu8.com/m/news/2564921718?lang=zh_CN&edition=full","pubTime":"2025-09-01 00:00","market":"us","language":"zh","title":"通富微电：Q2营收&归母净利历史同期单季度新高 绑定AMD净利亮眼","url":"https://stock-news.laohu8.com/highlight/detail?id=2564921718","media":"中泰证券","summary":"报告摘要25Q2 营收&归母净利创历史同期单季度新高营收69.46 亿元，创历史同期单季度新高，同比+19.8%，环比+14%；归母净利3.11 亿元，创历史同期单季度新高，同比+38.6%，环比+206%；扣非归母净利3.16 亿元，同比+42.5%，环比+204%；毛利率16.1%，同比+0.12pcts，环比+2.92pcts；净利率4.48%，同比+0.61pcts，环比+2.82pcts。大客户AMD 业务强劲增长，为公司的营收规模提供了有力保障。南通通富：25H1 营收11.8 亿元，同比+21.5%；净利润-2.3 亿元，上年同期为-1.09 亿元，同比亏损扩大。","content":"<html><body><article><p>报告摘要</p><p>25Q2 营收&归母净利创历史同期单季度新高</p><p>【25Q2】营收69.46 亿元，创历史同期单季度新高，同比+19.8%，环比+14%；归母净利3.11 亿元，创历史同期单季度新高，同比+38.6%，环比+206%；扣非归母净利3.16 亿元，同比+42.5%，环比+204%；毛利率16.1%，同比+0.12pcts，环比+2.92pcts；净<span>利率</span>4.48%，同比+0.61pcts，环比+2.82pcts。</p><p>分工厂看：苏州&槟城厂绑定<a href=\"https://laohu8.com/S/AMD\">AMD</a> 深度受益，母公司净利高增通富超威苏州&槟城：具备FCBGA、Chiplet 等先进封装技术，与AMD 等行业领先企业深度合作。通富超威苏州厂25H1 营收39.35 亿元，同比+9.8%，<span>净利润</span>5.45 亿元，同比+35.9%。通富超威槟城厂25H1 营收43.69 亿元，同比+21.56%；净利润1.8 亿元，同比-2.17%。</p><p>上半年，公司大客户AMD 的业绩延续了增长势头，其数据中心、客户端与游戏业务表现突出，通过产品迭代和市场扩展实现了营收与利润的双增长。其中，AMD 数据中心业务持续增长，主要源于EPYC CPU 的强劲需求；AMD 客户端业务营业额创季度新高，第二季度达25 亿美元，同比增长67%，主要得益于最新“Zen 5”架构的AMD 锐龙台式处理器及更丰富的产品组合的强劲需求；AMD 游戏业务显著复苏，第二季度营收11 亿美元，同比增长73%，增长动力来自游戏主机定制芯片和游戏GPU 需求的增加。大客户AMD 业务强劲增长，为公司的营收规模提供了有力保障。</p><p>崇川工厂（母公司）：25H1 营收39.05 亿元，同比+5.94%，净利润1.3 亿元，同比+173%。</p><p>南通通富：25H1 营收11.8 亿元，同比+21.5%；净利润-2.3 亿元，上年同期为-1.09 亿元，同比亏损扩大。</p><p>合肥通富：25H1 营收5.23 亿元，同比+12.47%，净利润-0.41 亿元，上年同期为-0.38 亿元，同比略有扩大。</p><p>通富通科：25H1 营收6.45 亿元，同比+99%，净利润-0.8 亿元，上年同期为-0.91 亿元，同比减亏。</p><p>积极研发布局超大尺寸先进封装、CPO 等技术2025 年上半年，公司在大尺寸FCBGA 开发方面取得重要进展，其中大尺寸FCBGA 已开发进入量产阶段，超大尺寸FCBGA 已预研完成并进入正式工程考核阶段；同时，公司通过产品结构设计优化、材料选型及工艺优化，解决了超大尺寸下的产品翘曲问题、产品散热问题。此外，公司在<a href=\"https://laohu8.com/S/600184\">光电</a>合封（CPO）领域的技术研发取得突破性进展，相关产品已通过初步可靠性测试。</p><p>营收目标增速高于行业水平，资本支出增速达22.7%根据Gartner 于2025 年1 月发布的《全球半导体封测市场展望》，受AI 芯片、汽车电子及数据中心需求的持续拉动，2025 年全球集成电路封测行业规模预计达到890 亿美元，同比增长8.5%。2025 年，公司营收目标为265.00 亿元，较2024 年增长10.96%，高于行业增速预期。为实现上述经营目标，并为今后的生产经营做好准备，公司及下属控制企业南通通富、合肥通富、通富通科、通富超威苏州及通富超威槟城等计划2025 年在设施建设、生产设备、IT、技术研发等方面投资共计60 亿元，同比增长22.7%。</p><p>投资建议：</p><p>我们维持公司2025-27 年净利润预测为10.5/14.4/16.1 亿元，对应PE 为48/35/31 倍，考虑到公司在在半导体封测领域的<span>技术优势</span>，并且深度绑定海外大客户，分享AI 成长红利，维持“买入”评级。</p><p>风险提示：</p><p>行业与市场波动的风险；新技术、新工艺、新产品无法如期产业化风险；研报使用信息更新不及时。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>通富微电：Q2营收&归母净利历史同期单季度新高 绑定AMD净利亮眼</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n通富微电：Q2营收&归母净利历史同期单季度新高 绑定AMD净利亮眼\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-01 00:00 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250901155840a708e15a&s=b><strong>中泰证券</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>报告摘要25Q2 营收&归母净利创历史同期单季度新高【25Q2】营收69.46 亿元，创历史同期单季度新高，同比+19.8%，环比+14%；归母净利3.11 亿元，创历史同期单季度新高，同比+38.6%，环比+206%；扣非归母净利3.16 亿元，同比+42.5%，环比+204%；毛利率16.1%，同比+0.12pcts，环比+2.92pcts；净利率4.48%，同比+0.61pcts，环比+...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250901155840a708e15a&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GFS":"GLOBALFOUNDRIES Inc.","AMD":"美国超微公司"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250901155840a708e15a&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2564921718","content_text":"报告摘要25Q2 营收&归母净利创历史同期单季度新高【25Q2】营收69.46 亿元，创历史同期单季度新高，同比+19.8%，环比+14%；归母净利3.11 亿元，创历史同期单季度新高，同比+38.6%，环比+206%；扣非归母净利3.16 亿元，同比+42.5%，环比+204%；毛利率16.1%，同比+0.12pcts，环比+2.92pcts；净利率4.48%，同比+0.61pcts，环比+2.82pcts。分工厂看：苏州&槟城厂绑定AMD 深度受益，母公司净利高增通富超威苏州&槟城：具备FCBGA、Chiplet 等先进封装技术，与AMD 等行业领先企业深度合作。通富超威苏州厂25H1 营收39.35 亿元，同比+9.8%，净利润5.45 亿元，同比+35.9%。通富超威槟城厂25H1 营收43.69 亿元，同比+21.56%；净利润1.8 亿元，同比-2.17%。上半年，公司大客户AMD 的业绩延续了增长势头，其数据中心、客户端与游戏业务表现突出，通过产品迭代和市场扩展实现了营收与利润的双增长。其中，AMD 数据中心业务持续增长，主要源于EPYC CPU 的强劲需求；AMD 客户端业务营业额创季度新高，第二季度达25 亿美元，同比增长67%，主要得益于最新“Zen 5”架构的AMD 锐龙台式处理器及更丰富的产品组合的强劲需求；AMD 游戏业务显著复苏，第二季度营收11 亿美元，同比增长73%，增长动力来自游戏主机定制芯片和游戏GPU 需求的增加。大客户AMD 业务强劲增长，为公司的营收规模提供了有力保障。崇川工厂（母公司）：25H1 营收39.05 亿元，同比+5.94%，净利润1.3 亿元，同比+173%。南通通富：25H1 营收11.8 亿元，同比+21.5%；净利润-2.3 亿元，上年同期为-1.09 亿元，同比亏损扩大。合肥通富：25H1 营收5.23 亿元，同比+12.47%，净利润-0.41 亿元，上年同期为-0.38 亿元，同比略有扩大。通富通科：25H1 营收6.45 亿元，同比+99%，净利润-0.8 亿元，上年同期为-0.91 亿元，同比减亏。积极研发布局超大尺寸先进封装、CPO 等技术2025 年上半年，公司在大尺寸FCBGA 开发方面取得重要进展，其中大尺寸FCBGA 已开发进入量产阶段，超大尺寸FCBGA 已预研完成并进入正式工程考核阶段；同时，公司通过产品结构设计优化、材料选型及工艺优化，解决了超大尺寸下的产品翘曲问题、产品散热问题。此外，公司在光电合封（CPO）领域的技术研发取得突破性进展，相关产品已通过初步可靠性测试。营收目标增速高于行业水平，资本支出增速达22.7%根据Gartner 于2025 年1 月发布的《全球半导体封测市场展望》，受AI 芯片、汽车电子及数据中心需求的持续拉动，2025 年全球集成电路封测行业规模预计达到890 亿美元，同比增长8.5%。2025 年，公司营收目标为265.00 亿元，较2024 年增长10.96%，高于行业增速预期。为实现上述经营目标，并为今后的生产经营做好准备，公司及下属控制企业南通通富、合肥通富、通富通科、通富超威苏州及通富超威槟城等计划2025 年在设施建设、生产设备、IT、技术研发等方面投资共计60 亿元，同比增长22.7%。投资建议：我们维持公司2025-27 年净利润预测为10.5/14.4/16.1 亿元，对应PE 为48/35/31 倍，考虑到公司在在半导体封测领域的技术优势，并且深度绑定海外大客户，分享AI 成长红利，维持“买入”评级。风险提示：行业与市场波动的风险；新技术、新工艺、新产品无法如期产业化风险；研报使用信息更新不及时。","news_type":1,"symbols_score_info":{"GFS":1,"AMD":1}},"isVote":1,"tweetType":1,"viewCount":591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":525677293056496,"gmtCreate":1769355064075,"gmtModify":1769392245287,"author":{"id":"3528183888153548","authorId":"3528183888153548","name":"柳明家园","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3528183888153548","authorIdStr":"3528183888153548"},"themes":[],"title":"","htmlText":" ","listText":" ","text":"","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/525677293056496","repostId":"1187595913","repostType":4,"repost":{"id":"1187595913","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":1769250020,"share":"https://www.laohu8.com/m/news/1187595913?lang=zh_CN&edition=full","pubTime":"2026-01-24 18:20","market":"us","language":"zh","title":"特斯拉Optimus将进驻奥斯汀工厂，马斯克预测明年开售","url":"https://stock-news.laohu8.com/highlight/detail?id=1187595913","media":"老虎资讯综合","summary":"奥斯汀将成为下一个训练场。","content":"<html><head></head><body><p>据Business Insider报道， <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 似乎正离在其工厂部署Optimus机器人更近一步，而奥斯汀将成为下一个训练场。</p><p>据知情人士透露，特斯拉在上周的员工大会上表示，计划开始在奥斯汀超级工厂收集数据，以训练其人形机器人。该公司表示，<strong>其目标是训练Optimus如何在德克萨斯州的工厂内运行，并计划于2月份正式开始。</strong>一年多来，特斯拉一直通过其加州弗里蒙特工厂收集数据并训练Optimus原型机。据了解该项目的人士透露，为了避免干扰生产，弗里蒙特的Optimus数据收集员通常与普通工厂工人隔离开来。</p><p>马斯克周四在达沃斯接受采访时表示，特斯拉的人形机器人已经在其工厂执行“简单任务”，但他并未指明具体任务。他表示：“<strong>我认为到今年年底，它们将能执行更复杂的任务，但仍将部署在工业环境中。到明年年底，我认为我们将向公众销售人形机器人。</strong>”</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>特斯拉Optimus将进驻奥斯汀工厂，马斯克预测明年开售</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特斯拉Optimus将进驻奥斯汀工厂，马斯克预测明年开售\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\">2026-01-24 18:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据Business Insider报道， <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 似乎正离在其工厂部署Optimus机器人更近一步，而奥斯汀将成为下一个训练场。</p><p>据知情人士透露，特斯拉在上周的员工大会上表示，计划开始在奥斯汀超级工厂收集数据，以训练其人形机器人。该公司表示，<strong>其目标是训练Optimus如何在德克萨斯州的工厂内运行，并计划于2月份正式开始。</strong>一年多来，特斯拉一直通过其加州弗里蒙特工厂收集数据并训练Optimus原型机。据了解该项目的人士透露，为了避免干扰生产，弗里蒙特的Optimus数据收集员通常与普通工厂工人隔离开来。</p><p>马斯克周四在达沃斯接受采访时表示，特斯拉的人形机器人已经在其工厂执行“简单任务”，但他并未指明具体任务。他表示：“<strong>我认为到今年年底，它们将能执行更复杂的任务，但仍将部署在工业环境中。到明年年底，我认为我们将向公众销售人形机器人。</strong>”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7630cb4f3211581b45bdab578a586bf2","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187595913","content_text":"据Business Insider报道， 特斯拉 似乎正离在其工厂部署Optimus机器人更近一步，而奥斯汀将成为下一个训练场。据知情人士透露，特斯拉在上周的员工大会上表示，计划开始在奥斯汀超级工厂收集数据，以训练其人形机器人。该公司表示，其目标是训练Optimus如何在德克萨斯州的工厂内运行，并计划于2月份正式开始。一年多来，特斯拉一直通过其加州弗里蒙特工厂收集数据并训练Optimus原型机。据了解该项目的人士透露，为了避免干扰生产，弗里蒙特的Optimus数据收集员通常与普通工厂工人隔离开来。马斯克周四在达沃斯接受采访时表示，特斯拉的人形机器人已经在其工厂执行“简单任务”，但他并未指明具体任务。他表示：“我认为到今年年底，它们将能执行更复杂的任务，但仍将部署在工业环境中。到明年年底，我认为我们将向公众销售人形机器人。”","news_type":1,"symbols_score_info":{"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":473855042405176,"gmtCreate":1756718761693,"gmtModify":1756719278499,"author":{"id":"3528183888153548","authorId":"3528183888153548","name":"柳明家园","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3528183888153548","authorIdStr":"3528183888153548"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/473855042405176","repostId":"2564921718","repostType":2,"repost":{"id":"2564921718","kind":"news","pubTimestamp":1756656000,"share":"https://www.laohu8.com/m/news/2564921718?lang=zh_CN&edition=full","pubTime":"2025-09-01 00:00","market":"us","language":"zh","title":"通富微电：Q2营收&归母净利历史同期单季度新高 绑定AMD净利亮眼","url":"https://stock-news.laohu8.com/highlight/detail?id=2564921718","media":"中泰证券","summary":"报告摘要25Q2 营收&归母净利创历史同期单季度新高营收69.46 亿元，创历史同期单季度新高，同比+19.8%，环比+14%；归母净利3.11 亿元，创历史同期单季度新高，同比+38.6%，环比+206%；扣非归母净利3.16 亿元，同比+42.5%，环比+204%；毛利率16.1%，同比+0.12pcts，环比+2.92pcts；净利率4.48%，同比+0.61pcts，环比+2.82pcts。大客户AMD 业务强劲增长，为公司的营收规模提供了有力保障。南通通富：25H1 营收11.8 亿元，同比+21.5%；净利润-2.3 亿元，上年同期为-1.09 亿元，同比亏损扩大。","content":"<html><body><article><p>报告摘要</p><p>25Q2 营收&归母净利创历史同期单季度新高</p><p>【25Q2】营收69.46 亿元，创历史同期单季度新高，同比+19.8%，环比+14%；归母净利3.11 亿元，创历史同期单季度新高，同比+38.6%，环比+206%；扣非归母净利3.16 亿元，同比+42.5%，环比+204%；毛利率16.1%，同比+0.12pcts，环比+2.92pcts；净<span>利率</span>4.48%，同比+0.61pcts，环比+2.82pcts。</p><p>分工厂看：苏州&槟城厂绑定<a href=\"https://laohu8.com/S/AMD\">AMD</a> 深度受益，母公司净利高增通富超威苏州&槟城：具备FCBGA、Chiplet 等先进封装技术，与AMD 等行业领先企业深度合作。通富超威苏州厂25H1 营收39.35 亿元，同比+9.8%，<span>净利润</span>5.45 亿元，同比+35.9%。通富超威槟城厂25H1 营收43.69 亿元，同比+21.56%；净利润1.8 亿元，同比-2.17%。</p><p>上半年，公司大客户AMD 的业绩延续了增长势头，其数据中心、客户端与游戏业务表现突出，通过产品迭代和市场扩展实现了营收与利润的双增长。其中，AMD 数据中心业务持续增长，主要源于EPYC CPU 的强劲需求；AMD 客户端业务营业额创季度新高，第二季度达25 亿美元，同比增长67%，主要得益于最新“Zen 5”架构的AMD 锐龙台式处理器及更丰富的产品组合的强劲需求；AMD 游戏业务显著复苏，第二季度营收11 亿美元，同比增长73%，增长动力来自游戏主机定制芯片和游戏GPU 需求的增加。大客户AMD 业务强劲增长，为公司的营收规模提供了有力保障。</p><p>崇川工厂（母公司）：25H1 营收39.05 亿元，同比+5.94%，净利润1.3 亿元，同比+173%。</p><p>南通通富：25H1 营收11.8 亿元，同比+21.5%；净利润-2.3 亿元，上年同期为-1.09 亿元，同比亏损扩大。</p><p>合肥通富：25H1 营收5.23 亿元，同比+12.47%，净利润-0.41 亿元，上年同期为-0.38 亿元，同比略有扩大。</p><p>通富通科：25H1 营收6.45 亿元，同比+99%，净利润-0.8 亿元，上年同期为-0.91 亿元，同比减亏。</p><p>积极研发布局超大尺寸先进封装、CPO 等技术2025 年上半年，公司在大尺寸FCBGA 开发方面取得重要进展，其中大尺寸FCBGA 已开发进入量产阶段，超大尺寸FCBGA 已预研完成并进入正式工程考核阶段；同时，公司通过产品结构设计优化、材料选型及工艺优化，解决了超大尺寸下的产品翘曲问题、产品散热问题。此外，公司在<a href=\"https://laohu8.com/S/600184\">光电</a>合封（CPO）领域的技术研发取得突破性进展，相关产品已通过初步可靠性测试。</p><p>营收目标增速高于行业水平，资本支出增速达22.7%根据Gartner 于2025 年1 月发布的《全球半导体封测市场展望》，受AI 芯片、汽车电子及数据中心需求的持续拉动，2025 年全球集成电路封测行业规模预计达到890 亿美元，同比增长8.5%。2025 年，公司营收目标为265.00 亿元，较2024 年增长10.96%，高于行业增速预期。为实现上述经营目标，并为今后的生产经营做好准备，公司及下属控制企业南通通富、合肥通富、通富通科、通富超威苏州及通富超威槟城等计划2025 年在设施建设、生产设备、IT、技术研发等方面投资共计60 亿元，同比增长22.7%。</p><p>投资建议：</p><p>我们维持公司2025-27 年净利润预测为10.5/14.4/16.1 亿元，对应PE 为48/35/31 倍，考虑到公司在在半导体封测领域的<span>技术优势</span>，并且深度绑定海外大客户，分享AI 成长红利，维持“买入”评级。</p><p>风险提示：</p><p>行业与市场波动的风险；新技术、新工艺、新产品无法如期产业化风险；研报使用信息更新不及时。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>通富微电：Q2营收&归母净利历史同期单季度新高 绑定AMD净利亮眼</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n通富微电：Q2营收&归母净利历史同期单季度新高 绑定AMD净利亮眼\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-01 00:00 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250901155840a708e15a&s=b><strong>中泰证券</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>报告摘要25Q2 营收&归母净利创历史同期单季度新高【25Q2】营收69.46 亿元，创历史同期单季度新高，同比+19.8%，环比+14%；归母净利3.11 亿元，创历史同期单季度新高，同比+38.6%，环比+206%；扣非归母净利3.16 亿元，同比+42.5%，环比+204%；毛利率16.1%，同比+0.12pcts，环比+2.92pcts；净利率4.48%，同比+0.61pcts，环比+...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250901155840a708e15a&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GFS":"GLOBALFOUNDRIES Inc.","AMD":"美国超微公司"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250901155840a708e15a&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2564921718","content_text":"报告摘要25Q2 营收&归母净利创历史同期单季度新高【25Q2】营收69.46 亿元，创历史同期单季度新高，同比+19.8%，环比+14%；归母净利3.11 亿元，创历史同期单季度新高，同比+38.6%，环比+206%；扣非归母净利3.16 亿元，同比+42.5%，环比+204%；毛利率16.1%，同比+0.12pcts，环比+2.92pcts；净利率4.48%，同比+0.61pcts，环比+2.82pcts。分工厂看：苏州&槟城厂绑定AMD 深度受益，母公司净利高增通富超威苏州&槟城：具备FCBGA、Chiplet 等先进封装技术，与AMD 等行业领先企业深度合作。通富超威苏州厂25H1 营收39.35 亿元，同比+9.8%，净利润5.45 亿元，同比+35.9%。通富超威槟城厂25H1 营收43.69 亿元，同比+21.56%；净利润1.8 亿元，同比-2.17%。上半年，公司大客户AMD 的业绩延续了增长势头，其数据中心、客户端与游戏业务表现突出，通过产品迭代和市场扩展实现了营收与利润的双增长。其中，AMD 数据中心业务持续增长，主要源于EPYC CPU 的强劲需求；AMD 客户端业务营业额创季度新高，第二季度达25 亿美元，同比增长67%，主要得益于最新“Zen 5”架构的AMD 锐龙台式处理器及更丰富的产品组合的强劲需求；AMD 游戏业务显著复苏，第二季度营收11 亿美元，同比增长73%，增长动力来自游戏主机定制芯片和游戏GPU 需求的增加。大客户AMD 业务强劲增长，为公司的营收规模提供了有力保障。崇川工厂（母公司）：25H1 营收39.05 亿元，同比+5.94%，净利润1.3 亿元，同比+173%。南通通富：25H1 营收11.8 亿元，同比+21.5%；净利润-2.3 亿元，上年同期为-1.09 亿元，同比亏损扩大。合肥通富：25H1 营收5.23 亿元，同比+12.47%，净利润-0.41 亿元，上年同期为-0.38 亿元，同比略有扩大。通富通科：25H1 营收6.45 亿元，同比+99%，净利润-0.8 亿元，上年同期为-0.91 亿元，同比减亏。积极研发布局超大尺寸先进封装、CPO 等技术2025 年上半年，公司在大尺寸FCBGA 开发方面取得重要进展，其中大尺寸FCBGA 已开发进入量产阶段，超大尺寸FCBGA 已预研完成并进入正式工程考核阶段；同时，公司通过产品结构设计优化、材料选型及工艺优化，解决了超大尺寸下的产品翘曲问题、产品散热问题。此外，公司在光电合封（CPO）领域的技术研发取得突破性进展，相关产品已通过初步可靠性测试。营收目标增速高于行业水平，资本支出增速达22.7%根据Gartner 于2025 年1 月发布的《全球半导体封测市场展望》，受AI 芯片、汽车电子及数据中心需求的持续拉动，2025 年全球集成电路封测行业规模预计达到890 亿美元，同比增长8.5%。2025 年，公司营收目标为265.00 亿元，较2024 年增长10.96%，高于行业增速预期。为实现上述经营目标，并为今后的生产经营做好准备，公司及下属控制企业南通通富、合肥通富、通富通科、通富超威苏州及通富超威槟城等计划2025 年在设施建设、生产设备、IT、技术研发等方面投资共计60 亿元，同比增长22.7%。投资建议：我们维持公司2025-27 年净利润预测为10.5/14.4/16.1 亿元，对应PE 为48/35/31 倍，考虑到公司在在半导体封测领域的技术优势，并且深度绑定海外大客户，分享AI 成长红利，维持“买入”评级。风险提示：行业与市场波动的风险；新技术、新工艺、新产品无法如期产业化风险；研报使用信息更新不及时。","news_type":1,"symbols_score_info":{"GFS":1,"AMD":1}},"isVote":1,"tweetType":1,"viewCount":591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
