Alex_0099的个人主页 - 老虎社区

Alex_0099

Alex_0099

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IP属地：海外

23关注

15粉丝

1主题

0勋章

10:55

$N摩尔(688795)$ 一群山寨，对人类文明有什么价值

12-03 22:15

阿三就是能混

苹果新任AI副总裁生于印度擅长人工智能和机器学习研究

12-02

$美国超微公司(AMD)$ 今天是个好兆头

11-27

基本是别人几个月前就发的，毫无价值

异动解读 | 中信证券给予"买入"评级叠加英伟达概念驱动，CoreWeave盘中大涨5.18%

11-21

恭喜苏妈！

“半导体女王”AMD 苏姿丰当选美国半导体行业协会主席

11-21

‌空头太凶

11-20

不出海，造芯片，一错再错！

11-20

$理想汽车-W(02015)$ 理想即没守住增程，又没造好电车，出海更是晚了三年。

11-20

$小鹏汽车-W(09868)$ 要有耐心

11-20

‌跟着老舅一起起飞，260见

11-20

$Circle Internet Corp.(CRCL)$ 无底洞

11-20

$美国超微公司(AMD)$ buy dip

11-19

$美国超微公司(AMD)$ 开盘不知道往那走了[看涨]

11-19

好运气

11-18

$小鹏汽车(XPEV)$ 恶性竞争，互相抄袭，毛利率不断下降，资本市场蛀虫满地。好的了？

11-16

Replying to @水到渠成180:真惨//@水到渠成180:没有涨跌幅的市场，投机真不是随便能玩的。此票才几天，高位进去，本金就只剩20%了

11-16

钱烧的太猛，CDS没有降息支持，空头大刀猛砍。

11-16

$CoreWeave, Inc.(CRWV)$ 散户真可怜，机构转向茫然不知，还眼巴巴的做发财梦。

11-14

$APPLIED DIGITAL CORP(APLD)$ 多少小散被量子计算，稀土，核能热门套死？

11-14

AI sentiment like a girl

去老虎APP查看更多动态

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Subramanya）将加入公司，出任负责人工智能的副总裁，他将领导苹果基础模型、机器学习研发、AI安全等，向负责...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251203115339a4c96fa7&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU1582986359.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) ACC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) 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href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 今天是个好兆头","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 今天是个好兆头","text":"$美国超微公司(AMD)$ 今天是个好兆头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/506170966028496","isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504543119056944,"gmtCreate":1764207371174,"gmtModify":1764207373921,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3535535770162265","idStr":"3535535770162265"},"themes":[],"title":"","htmlText":"基本是别人几个月前就发的，毫无价值","listText":"基本是别人几个月前就发的，毫无价值","text":"基本是别人几个月前就发的，毫无价值","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504543119056944","repostId":"1144150948","repostType":2,"repost":{"id":"1144150948","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1764167585,"share":"https://www.laohu8.com/m/news/1144150948?lang=&edition=full","pubTime":"2025-11-26 22:33","market":"sg","language":"zh","title":"异动解读 | 中信证券给予\"买入\"评级叠加英伟达概念驱动，CoreWeave盘中大涨5.18%","url":"https://stock-news.laohu8.com/highlight/detail?id=1144150948","media":"异动解读","summary":"CoreWeave, Inc.（CRWV）今日盘中大涨5.18%，成为市场焦点。此次上涨主要受两大因素推动：一方面，中信证券发布研报首次覆盖CRWV并给予\"买入\"评级，指出该公司凭借GPU资源优势、全栈平台布局及敏捷交付能力，2025年上半年营收达21.9亿美元，EBITDA利润率高达62%，未完成订单（RPO）规模超300亿美元，充分受益于生成式AI带动的算力需求爆发。另一方面，作为英伟达持仓概念股，CRWV同步受益于英伟达Blackwell芯片供不应求的行业利好。韦德布什报告强调，英伟达仍是AI繁荣的核心驱动力，其芯片需求远超供应，带动产业链相关企业普涨。","content":"<p>CoreWeave, Inc.（CRWV）今日盘中大涨5.18%，成为市场焦点。此次上涨主要受两大因素推动：</p><p>一方面，中信证券发布研报首次覆盖CRWV并给予\"买入\"评级，指出该公司凭借GPU资源优势、全栈平台布局及敏捷交付能力，2025年上半年营收达21.9亿美元，EBITDA利润率高达62%，未完成订单（RPO）规模超300亿美元，充分受益于生成式AI带动的算力需求爆发。</p><p>另一方面，作为英伟达持仓概念股，CRWV同步受益于英伟达Blackwell芯片供不应求的行业利好。韦德布什报告强调，英伟达仍是AI繁荣的核心驱动力，其芯片需求远超供应，带动产业链相关企业普涨。</p>","source":"ai_movement_cn","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\" 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style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-11-26 22:33</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>CoreWeave, Inc.（CRWV）今日盘中大涨5.18%，成为市场焦点。此次上涨主要受两大因素推动：</p><p>一方面，中信证券发布研报首次覆盖CRWV并给予\"买入\"评级，指出该公司凭借GPU资源优势、全栈平台布局及敏捷交付能力，2025年上半年营收达21.9亿美元，EBITDA利润率高达62%，未完成订单（RPO）规模超300亿美元，充分受益于生成式AI带动的算力需求爆发。</p><p>另一方面，作为英伟达持仓概念股，CRWV同步受益于英伟达Blackwell芯片供不应求的行业利好。韦德布什报告强调，英伟达仍是AI繁荣的核心驱动力，其芯片需求远超供应，带动产业链相关企业普涨。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"CRWV":"CoreWeave, Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144150948","content_text":"CoreWeave, Inc.（CRWV）今日盘中大涨5.18%，成为市场焦点。此次上涨主要受两大因素推动：一方面，中信证券发布研报首次覆盖CRWV并给予\"买入\"评级，指出该公司凭借GPU资源优势、全栈平台布局及敏捷交付能力，2025年上半年营收达21.9亿美元，EBITDA利润率高达62%，未完成订单（RPO）规模超300亿美元，充分受益于生成式AI带动的算力需求爆发。另一方面，作为英伟达持仓概念股，CRWV同步受益于英伟达Blackwell芯片供不应求的行业利好。韦德布什报告强调，英伟达仍是AI繁荣的核心驱动力，其芯片需求远超供应，带动产业链相关企业普涨。","news_type":1,"symbols_score_info":{"CRWV":1}},"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502498851926488,"gmtCreate":1763698697743,"gmtModify":1763698700154,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3535535770162265","idStr":"3535535770162265"},"themes":[],"title":"","htmlText":"恭喜苏妈！","listText":"恭喜苏妈！","text":"恭喜苏妈！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502498851926488","repostId":"2585198514","repostType":2,"repost":{"id":"2585198514","kind":"news","pubTimestamp":1763693709,"share":"https://www.laohu8.com/m/news/2585198514?lang=&edition=full","pubTime":"2025-11-21 10:55","market":"us","language":"zh","title":"“半导体女王”AMD 苏姿丰当选美国半导体行业协会主席","url":"https://stock-news.laohu8.com/highlight/detail?id=2585198514","media":"IT之家","summary":"IT之家 11 月 21 日消息，美国半导体行业协会今天发布公告，宣布 AMD 董事长兼首席执行官苏姿丰当选为该协会董事会主席。图源：SIA 官方公告IT之家注：美国半导体行业协会成立于 1977 年，是代表美国半导体行业的贸易协会和游说团体，致力于维护行业利益、推动美国半导体产业的领导地位。对于此次任命，苏姿丰表示：半导体产业是美国创新的核心，对经济增长和国家安全至关重要，能在如此重要的时刻担任 SIA 主席，我深感荣幸。","content":"<html><body><article><p>IT之家 11 月 21 日消息，美国半导体行业协会（SIA）今天（11 月 21 日）发布公告，<strong>宣布 <a href=\"https://laohu8.com/S/AMD\">AMD</a> 董事长兼首席执行官苏姿丰当选为该协会董事会主席。</strong></p><img src=\"https://inews.gtimg.com/om_bt/Owwp9qn8Is6X504qK4uPC2ffN12m7nvGvHSiQY__9vXtMAA/0\"/><p>图源：SIA 官方公告</p><p>IT之家注：美国半导体行业协会（SIA）成立于 1977 年，是代表美国半导体行业的贸易协会和游说团体，致力于维护行业利益、推动美国半导体产业的领导地位。</p><p>SIA 作为美国半导体产业的核心代言机构，<strong>其成员公司贡献了全美半导体行业 99% 的收入，并涵盖了全球近三分之二的非美国芯片企业</strong>，在行业内拥有举足轻重的地位。</p><p>SIA 总裁兼首席执行官 John Neuffer 对苏姿丰的当选表示热烈欢迎，他强调：</p><p>在半导体行业迎来激动人心且至关重要的时刻，我们非常高兴地欢迎苏姿丰博士担任 SIA 主席。数十年来，她不断推动半导体创新的边界，是我们行业中一位极其强大且富有影响力的领导者。</p><p>我们期待在她未来的领导下，共同推动促进芯片领域增长与创新的政策，确保美国在这一基础性和变革性技术中保持领先地位。</p><p>公告中写道苏姿丰博士在半导体行业深耕三十余年，拥有卓越的履历。在担任 AMD 董事长兼 CEO 期间，她成功领导公司转型，让其成为全球高性能计算领域的领导者和先进 AI 芯片的关键供应商。</p><p>在加入 AMD 前，苏姿丰还曾在飞思卡尔半导体（现为<a href=\"https://laohu8.com/S/NXPI\">恩智浦</a>半导体）、<a href=\"https://laohu8.com/S/IBM\">IBM</a> 和<a href=\"https://laohu8.com/S/TXN\">德州仪器</a>等知名公司担任过领导职务。苏姿丰拥有麻省理工学院的电气工程博士学位，并于 2020 年荣获行业最高荣誉 —— 罗伯特・诺伊斯奖。</p><p>对于此次任命，苏姿丰表示：</p><p>半导体产业是美国创新的核心，对经济增长和国家安全至关重要，能在如此重要的时刻担任 SIA 主席，我深感荣幸。</p><p>我期待与 SIA 董事会的同仁们并肩工作，共同致力于加强美国半导体的竞争力，拓展我们的创新基础，为未来打造一个更强大的芯片产业。</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\" 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#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“半导体女王”AMD 苏姿丰当选美国半导体行业协会主席\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-21 10:55 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251121105751a707f5fd&s=b><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT之家 11 月 21 日消息，美国半导体行业协会（SIA）今天（11 月 21 日）发布公告，宣布 AMD 董事长兼首席执行官苏姿丰当选为该协会董事会主席。图源：SIA 官方公告IT之家注：美国半导体行业协会（SIA）成立于 1977 年，是代表美国半导体行业的贸易协会和游说团体，致力于维护行业利益、推动美国半导体产业的领导地位。SIA 作为美国半导体产业的核心代言机构，其成员公司贡献了全美...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251121105751a707f5fd&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4573":"虚拟现实","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","BK4543":"AI","BK4512":"苹果概念","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","BK4141":"半导体产品","BK4585":"ETF&股票定投概念","GFS":"GLOBALFOUNDRIES 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251121105751a707f5fd&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2585198514","content_text":"IT之家 11 月 21 日消息，美国半导体行业协会（SIA）今天（11 月 21 日）发布公告，宣布 AMD 董事长兼首席执行官苏姿丰当选为该协会董事会主席。图源：SIA 官方公告IT之家注：美国半导体行业协会（SIA）成立于 1977 年，是代表美国半导体行业的贸易协会和游说团体，致力于维护行业利益、推动美国半导体产业的领导地位。SIA 作为美国半导体产业的核心代言机构，其成员公司贡献了全美半导体行业 99% 的收入，并涵盖了全球近三分之二的非美国芯片企业，在行业内拥有举足轻重的地位。SIA 总裁兼首席执行官 John Neuffer 对苏姿丰的当选表示热烈欢迎，他强调：在半导体行业迎来激动人心且至关重要的时刻，我们非常高兴地欢迎苏姿丰博士担任 SIA 主席。数十年来，她不断推动半导体创新的边界，是我们行业中一位极其强大且富有影响力的领导者。我们期待在她未来的领导下，共同推动促进芯片领域增长与创新的政策，确保美国在这一基础性和变革性技术中保持领先地位。公告中写道苏姿丰博士在半导体行业深耕三十余年，拥有卓越的履历。在担任 AMD 董事长兼 CEO 期间，她成功领导公司转型，让其成为全球高性能计算领域的领导者和先进 AI 芯片的关键供应商。在加入 AMD 前，苏姿丰还曾在飞思卡尔半导体（现为恩智浦半导体）、IBM 和德州仪器等知名公司担任过领导职务。苏姿丰拥有麻省理工学院的电气工程博士学位，并于 2020 年荣获行业最高荣誉 —— 罗伯特・诺伊斯奖。对于此次任命，苏姿丰表示：半导体产业是美国创新的核心，对经济增长和国家安全至关重要，能在如此重要的时刻担任 SIA 主席，我深感荣幸。我期待与 SIA 董事会的同仁们并肩工作，共同致力于加强美国半导体的竞争力，拓展我们的创新基础，为未来打造一个更强大的芯片产业。","news_type":1,"symbols_score_info":{"AMD":1.5,"SMH":0.6,"GFS":1.5,"SOXX":0.6}},"isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502328364852016,"gmtCreate":1763657731640,"gmtModify":1763657733994,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3535535770162265","idStr":"3535535770162265"},"themes":[],"title":"","htmlText":"‌空头太凶","listText":"‌空头太凶","text":"‌空头太凶","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502328364852016","isVote":1,"tweetType":1,"viewCount":151,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502121852850400,"gmtCreate":1763606792834,"gmtModify":1763606795393,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3535535770162265","idStr":"3535535770162265"},"themes":[],"htmlText":"不出海，造芯片，一错再错！","listText":"不出海，造芯片，一错再错！","text":"不出海，造芯片，一错再错！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502121852850400","isVote":1,"tweetType":1,"viewCount":310,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502121841623696,"gmtCreate":1763606656464,"gmtModify":1763606658303,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3535535770162265","idStr":"3535535770162265"},"themes":[],"title":"","htmlText":"<a 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href=\"https://laohu8.com/S/GOOG\">谷歌</a>CEO桑达尔・皮查伊等生于印度的美国科技巨头高管一样，苏布拉马尼亚也是印度和美国的教育背景，他曾就读于班加罗尔大学的电气、电子和通信工程，2001年毕业，随后在华盛顿大学获得了计算机科学博士学位。</p><p>苏布拉马尼亚的职业生涯始于<a href=\"https://laohu8.com/S/IBM\">IBM</a>，2001年10月到次年7月份在这一公司工作，2005年6月到9月曾在微软实习，当年9月份到次年5月份在微软担任访问研究员，在2009年加入了<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>，随后开始了长达16年的谷歌生涯，入职时是研发科学家，在离职前是谷歌Gemini的一名工程主管，他在今年7月份加入了微软，出任微软的人工智能副总裁。</p><p>对于苏布拉马尼亚，苹果在官网上表示他在人工智能和机器学习的研究方面有深厚的专业知识，在将机器学习和人工智能技术整合进产品和其他功能方面也有出色的能力，对苹果的持续创新和未来的苹果智能功能至关重要。（海蓝）</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>苹果新任AI副总裁生于印度 擅长人工智能和机器学习研究</title>\n<style 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Subramanya）将加入公司，出任负责人工智能的副总裁，他将领导苹果基础模型、机器学习研发、AI安全等，向负责...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251203115339a4c96fa7&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU1582986359.USD":"M&G (LUX) INCOME ALLOCATION \"A-H\" (USDHDG) ACC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) 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15:46","market":"us","language":"zh","title":"国产CPU崛起：自给率超20%，和英特尔、AMD差距仅1-2年","url":"https://stock-news.laohu8.com/highlight/detail?id=2561547284","media":"Ofweek维科网","summary":"比较典型的，两家，一家是龙芯，龙芯最新的CPU，与intel、AMD相比，只有1-2年的差距了，另一家是海光的C86 CPU，离intel、AMD的性能，也只有1-2年的差距了……按照机构的数据，到2024年时，国产CPU的自给率已经超过了20%，而到2025年，自给率可能会达到25-30%。可见，经过几十年的努力，现在国产CPU真的崛起了，特别是性能，如果只差intel、AMD仅1-2年的水平的话，完全可以替代对方了。所以，中国人用中国自己的CPU时代，即将成为现实了。","content":"<html><body><article><p>CPU一般指的是电脑中的芯片，这个电脑，包括个人笔记本、台式机，也包括服务器。</p><p>目前在CPU领域，intel、<a href=\"https://laohu8.com/S/AMD\">AMD</a>的X86芯片，占到了90%以上的份额，另外的ARM芯片，以及国产的龙芯、申威等等，合计起来都没有10%。</p><p>为何会这样呢，原因是多方面的，一是intel、AMD的CPU性能太强了，其它CPU进行复杂计算时，真打不过它。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250821154629311d1528xre31ndcv4\"/><p>二是X86芯片，与windows系统，形成了WINTEL联盟，绑定了众多的软、硬件厂商，大家基于wintel推出了各种各样的软件、硬件，感到了一个完善的生态。</p><p>而其它非X86芯片，是不支持windows的，属于另外的生态，被wintel联盟排斥在外了，而电脑体系最重要的就是生态，生态不行，就没有用户。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250821154631833d152d37ys129uwp\"/><p>但这对于中国而言，完全依赖intel、AMD的CPU，这肯定是不能接受的，毕竟信息安全，比啥都重要，所以一直以来，国内众多的企业，为了国产CPU而努力，大家都希望让中国人，用上中国的CPU，而不是intel、AMD这些国外CPU。</p><p>所以这也是之前汉芯能够骗到人的原因，因为大家的期待太高了，所以一被忽悠，就盲目了。</p><p>不过除了汉芯这种骗子之外，扎实研发的国产CPU企业也非常多，目前知名的国产CPU，就有6家，龙芯、海光、兆芯、申威、飞腾、鲲鹏。</p><p>这6大知名国产CPU，从不同的路线，研发国产CPU，有使用X86路线的，有使用ARM路线的，有自研LoongArch，SW64路线的……</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250821154632477d1524qa2zjidlan\"/><p>也有主攻服务器CPU的，有服务器CPU、个人CPU都兼顾的，大家都在不断的研究、尝试，希望找到一条适合中国CPU发展的路线。</p><p>而从现在的情况来看，目前国产CPU们，在性能上，已经有了非常大的突破，离intel、AMD的CPU，已经只有1-2年的差距了。</p><p>比较典型的，两家，一家是龙芯，龙芯最新的CPU，与intel、AMD相比，只有1-2年的差距了，另一家是海光的C86 CPU，离intel、AMD的性能，也只有1-2年的差距了……</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250821154633310d152ajxfw8l257d\"/><p>龙芯的自研LoongArch指令集， 从架构到IP，再到代工，全部全国产供应链，完全不用担心被卡脖子。海光采用的是C86指令集，也就是在X86的基础上进行了拓展，可以兼容X86，可以安装windows，不存在生态问题。</p><p>按照机构的数据，到2024年时，国产CPU的自给率已经超过了20%，而到2025年，自给率可能会达到25-30%。</p><p>可见，经过几十年的努力，现在国产CPU真的崛起了，特别是性能，如果只差intel、AMD仅1-2年的水平的话，完全可以替代对方了。</p><p>所以，中国人用中国自己的CPU时代，即将成为现实了。</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>国产CPU崛起：自给率超20%，和英特尔、AMD差距仅1-2年</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国产CPU崛起：自给率超20%，和英特尔、AMD差距仅1-2年\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-21 15:46 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202508211546359755fac5&s=b><strong>Ofweek维科网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CPU一般指的是电脑中的芯片，这个电脑，包括个人笔记本、台式机，也包括服务器。目前在CPU领域，intel、AMD的X86芯片，占到了90%以上的份额，另外的ARM芯片，以及国产的龙芯、申威等等，合计起来都没有10%。为何会这样呢，原因是多方面的，一是intel、AMD的CPU性能太强了，其它CPU进行复杂计算时，真打不过它。二是X86芯片，与windows系统，形成了WINTEL联盟，绑定了众多...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202508211546359755fac5&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0082616367.USD":"摩根大通美国科技A（dist）","BK4573":"虚拟现实","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4554":"元宇宙及AR概念","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4532":"文艺复兴科技持仓","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) 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\"I\" (USD) ACC","INTC":"英特尔","AMD":"美国超微公司"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202508211546359755fac5&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2561547284","content_text":"CPU一般指的是电脑中的芯片，这个电脑，包括个人笔记本、台式机，也包括服务器。目前在CPU领域，intel、AMD的X86芯片，占到了90%以上的份额，另外的ARM芯片，以及国产的龙芯、申威等等，合计起来都没有10%。为何会这样呢，原因是多方面的，一是intel、AMD的CPU性能太强了，其它CPU进行复杂计算时，真打不过它。二是X86芯片，与windows系统，形成了WINTEL联盟，绑定了众多的软、硬件厂商，大家基于wintel推出了各种各样的软件、硬件，感到了一个完善的生态。而其它非X86芯片，是不支持windows的，属于另外的生态，被wintel联盟排斥在外了，而电脑体系最重要的就是生态，生态不行，就没有用户。但这对于中国而言，完全依赖intel、AMD的CPU，这肯定是不能接受的，毕竟信息安全，比啥都重要，所以一直以来，国内众多的企业，为了国产CPU而努力，大家都希望让中国人，用上中国的CPU，而不是intel、AMD这些国外CPU。所以这也是之前汉芯能够骗到人的原因，因为大家的期待太高了，所以一被忽悠，就盲目了。不过除了汉芯这种骗子之外，扎实研发的国产CPU企业也非常多，目前知名的国产CPU，就有6家，龙芯、海光、兆芯、申威、飞腾、鲲鹏。这6大知名国产CPU，从不同的路线，研发国产CPU，有使用X86路线的，有使用ARM路线的，有自研LoongArch，SW64路线的……也有主攻服务器CPU的，有服务器CPU、个人CPU都兼顾的，大家都在不断的研究、尝试，希望找到一条适合中国CPU发展的路线。而从现在的情况来看，目前国产CPU们，在性能上，已经有了非常大的突破，离intel、AMD的CPU，已经只有1-2年的差距了。比较典型的，两家，一家是龙芯，龙芯最新的CPU，与intel、AMD相比，只有1-2年的差距了，另一家是海光的C86 CPU，离intel、AMD的性能，也只有1-2年的差距了……龙芯的自研LoongArch指令集， 从架构到IP，再到代工，全部全国产供应链，完全不用担心被卡脖子。海光采用的是C86指令集，也就是在X86的基础上进行了拓展，可以兼容X86，可以安装windows，不存在生态问题。按照机构的数据，到2024年时，国产CPU的自给率已经超过了20%，而到2025年，自给率可能会达到25-30%。可见，经过几十年的努力，现在国产CPU真的崛起了，特别是性能，如果只差intel、AMD仅1-2年的水平的话，完全可以替代对方了。所以，中国人用中国自己的CPU时代，即将成为现实了。","news_type":1,"symbols_score_info":{"AMD":1,"INTC":1,"GFS":1}},"isVote":1,"tweetType":1,"viewCount":1246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}