Fred_6810的个人主页 - 老虎社区

Fred_6810

Fred_6810

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IP属地：上海

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1主题

0勋章

11:44

$爱芯元智(00600)$ 摘牌吧

10:35

$启明医疗-B(02500)$ 马上成仙谷啦

10:35

$启明医疗-B(02500)$ 摘牌吧

05-08

$英特尔(INTC)$ 就像2000互联网泡沫，谁接最后一棒

05-06

你不看看英特尔，直接翻翻，市值逼平amd了吧

04-28

大家怎么看现代郁金香的估值？

04-25

一个还没盈利的公司，估值4000多亿，股价破50年记录，这不疯狂嘛

04-25

经营情况好转，大家都知道。问题是，股价与盈利能力配不配。为啥不买台积电，博通，amd，英伟达， pe 40/100，不香吗。英特尔亏损多少，市盈率多少？

04-24

$英特尔(INTC)$ 台积电，美光，pe 30/40x, 不香！

04-24

$英特尔(INTC)$ 为啥？台积电，美光不香嘛

04-24

$小米集团-W(01810)$ 扶不起的阿斗

04-24

$英特尔(INTC)$ 带动整个半导体估值上调。 82/0.2，～pe 410x，行业平均40x。 amd 100x，可以再涨2x

04-24

$小米集团-W(01810)$ 很棒，当股价为啥没反应，继续大跌

04-23

特斯拉涨了吗？

抱歉，原内容已删除

04-23

太差，看看英特尔，没有业绩，一样翻翻[开心]

盘前异动｜特斯拉绩后跌超2%，ServiceNow跌超11%；“绩优股”德州仪器涨超12%，诺基亚涨超9%

04-23

业绩不重要，股价已经翻翻了。业绩不上天，股民全被埋18层

抱歉，原内容已删除

04-22

$老虎证券(TIGR)$ 烂如狗屎。跟富途的差距不在一个数量级上了

04-22

$英特尔(INTC)$ 陈总基金公司搞投资的背景，炒股真的没说的。这一波，翻翻赚嗨了。厉害👍

04-21

就这你股价翻倍？

财报前瞻｜英特尔一季度每股收益有望增近5%，机构看多，聚焦三条主线

04-16

英特尔股价大涨[微笑] :AI基建激进，他这比AI基建还激进，成功固然一本万利，但失败的可能性并不小，要是真的那么容易成功，Intel的芯片厂也不会被制程困住那么久。

特斯拉A15芯片成功流片！马斯克高呼：未来将成为全球产量最高AI芯片之一

去老虎APP查看更多动态

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摘牌吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/563985493669216","isVote":1,"tweetType":1,"viewCount":34,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561726788822232,"gmtCreate":1778172033663,"gmtModify":1778172035763,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>&nbsp; 就像2000互联网泡沫， 谁接最后一棒","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>&nbsp; 就像2000互联网泡沫， 谁接最后一棒","text":"$英特尔(INTC)$ 就像2000互联网泡沫， 谁接最后一棒","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561726788822232","isVote":1,"tweetType":1,"viewCount":449,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561317283057792,"gmtCreate":1778072042229,"gmtModify":1778072044713,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"你不看看英特尔，直接翻翻， 市值逼平amd了吧","listText":"你不看看英特尔，直接翻翻， 市值逼平amd了吧","text":"你不看看英特尔，直接翻翻， 市值逼平amd了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561317283057792","isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":558431383959384,"gmtCreate":1777367561451,"gmtModify":1777367566657,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"大家怎么看现代 郁金香 的估值？","listText":"大家怎么看现代 郁金香 的估值？","text":"大家怎么看现代 郁金香 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href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 为啥？ 台积电，美光不香嘛","text":"$英特尔(INTC)$ 为啥？ 台积电，美光不香嘛","images":[{"img":"https://static.tigerbbs.com/278b452c495a068a33b711a6bd7ab6c2","width":"1206","height":"2622"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/557114538362504","isVote":1,"tweetType":1,"viewCount":743,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},{"id":557047760875568,"gmtCreate":1777021515553,"gmtModify":1777021517940,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a>&nbsp; 扶不起的阿斗","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a>&nbsp; 扶不起的阿斗","text":"$小米集团-W(01810)$ 扶不起的阿斗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/557047760875568","isVote":1,"tweetType":1,"viewCount":514,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":557047452844960,"gmtCreate":1777007000435,"gmtModify":1777007003991,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>&nbsp; 带动整个半导体估值上调。 82/0.2， ～pe 410x，&nbsp; 行业平均40x。 amd 100x， 可以再涨2x","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>&nbsp; 带动整个半导体估值上调。 82/0.2， ～pe 410x，&nbsp; 行业平均40x。 amd 100x， 可以再涨2x","text":"$英特尔(INTC)$ 带动整个半导体估值上调。 82/0.2， ～pe 410x， 行业平均40x。 amd 100x， 可以再涨2x","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/557047452844960","isVote":1,"tweetType":1,"viewCount":917,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":557045665208176,"gmtCreate":1777006643148,"gmtModify":1777006645151,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a>&nbsp; 很棒， 当股价为啥没反应，继续大跌","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a>&nbsp; 很棒， 当股价为啥没反应，继续大跌","text":"$小米集团-W(01810)$ 很棒， 当股价为啥没反应，继续大跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/557045665208176","isVote":1,"tweetType":1,"viewCount":1068,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556742355580968,"gmtCreate":1776952004511,"gmtModify":1776952007030,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"特斯拉涨了吗？","listText":"特斯拉涨了吗？","text":"特斯拉涨了吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556742355580968","repostId":"1135650424","repostType":2,"isVote":1,"tweetType":1,"viewCount":663,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556665195819896,"gmtCreate":1776933191537,"gmtModify":1776933194357,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"太差， 看看英特尔，没有业绩，一样翻翻[开心]&nbsp;&nbsp;","listText":"太差， 看看英特尔，没有业绩，一样翻翻[开心]&nbsp;&nbsp;","text":"太差， 看看英特尔，没有业绩，一样翻翻[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556665195819896","repostId":"1180447802","repostType":2,"repost":{"id":"1180447802","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":1776931746,"share":"https://www.laohu8.com/m/news/1180447802?lang=zh_CN&edition=full","pubTime":"2026-04-23 16:09","market":"us","language":"zh","title":"盘前异动｜特斯拉绩后跌超2%，ServiceNow跌超11%；“绩优股”德州仪器涨超12%，诺基亚涨超9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1180447802","media":"老虎资讯综合","summary":"4月23日，美股三大股指期货下跌，截止发稿，道指期货跌0.54%，纳指期货跌0.37%，标普500指数期货跌0.40%。$特斯拉(TSLA)$盘前跌超2%，Q1营收创近三年最高增速，盈利大超预期，现金流翻倍，马斯克预告支出大增。$ServiceNow(NOW)$盘前跌超11%，业绩符合预期，但中东战事拖累，AI冲击疑虑难消。$IBM(IBM)$盘前跌超6%，Q1营收利润双超预期，软件增速失色，市场担忧AI冲击传统业务。$诺基亚(NOK)$盘前涨超9%，Q1调整后运营利润为2.81亿欧元，超市场预期。$德州仪器(TXN)$盘前涨超12%，Q1业绩超预期，数据中心销售额猛增90%。","content":"<html><head></head><body><p>4月23日，美股三大股指期货下跌，截止发稿，道指期货跌0.54%，纳指期货跌0.37%，标普500指数期货跌0.40%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b18e4d188db371acca4e60568185279\" title=\"\" tg-width=\"370\" tg-height=\"170\"/></p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前跌超2%，Q1营收创近三年最高增速，盈利大超预期，现金流翻倍，马斯克预告支出大增。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d8d0884abc2ff2b1e4e68cc3a7b86c7\" title=\"\" tg-width=\"465\" tg-height=\"136\"/></p><p><a href=\"https://laohu8.com/S/NOW\">ServiceNow</a>盘前跌超11%，业绩符合预期，但中东战事拖累，AI冲击疑虑难消。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a65f2eb22e136c8a6550510e5ed5f235\" title=\"\" tg-width=\"454\" tg-height=\"134\"/></p><p><a href=\"https://laohu8.com/S/IBM\">IBM</a>盘前跌超6%，Q1营收利润双超预期，软件增速失色，市场担忧AI冲击传统业务。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5be9c60a16f13a2d44ba0fd5555c8c4\" title=\"\" tg-width=\"462\" tg-height=\"139\"/></p><p><br/><a href=\"https://laohu8.com/S/NOK\">诺基亚</a>盘前涨超9%，Q1调整后运营利润为2.81亿欧元，超市场预期。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ce7d099f3234c69a89c5c250c7970aa\" title=\"\" tg-width=\"466\" tg-height=\"132\"/></p><p><a href=\"https://laohu8.com/S/TXN\">德州仪器</a>盘前涨超12%，Q1业绩超预期，数据中心销售额猛增90%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cdcabf0d3b0e6bf6d2d995c6abf8dfa0\" title=\"\" tg-width=\"460\" tg-height=\"134\"/></p><p>意法半导体盘前涨超5%，Q1业绩超预期。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3566f67e3063747a10cbcdaa3b2fc8f4\" tg-width=\"469\" tg-height=\"142\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>盘前异动｜特斯拉绩后跌超2%，ServiceNow跌超11%；“绩优股”德州仪器涨超12%，诺基亚涨超9%</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盘前异动｜特斯拉绩后跌超2%，ServiceNow跌超11%；“绩优股”德州仪器涨超12%，诺基亚涨超9%\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\">2026-04-23 16:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月23日，美股三大股指期货下跌，截止发稿，道指期货跌0.54%，纳指期货跌0.37%，标普500指数期货跌0.40%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0b18e4d188db371acca4e60568185279\" title=\"\" tg-width=\"370\" tg-height=\"170\"/></p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>盘前跌超2%，Q1营收创近三年最高增速，盈利大超预期，现金流翻倍，马斯克预告支出大增。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d8d0884abc2ff2b1e4e68cc3a7b86c7\" title=\"\" tg-width=\"465\" tg-height=\"136\"/></p><p><a href=\"https://laohu8.com/S/NOW\">ServiceNow</a>盘前跌超11%，业绩符合预期，但中东战事拖累，AI冲击疑虑难消。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a65f2eb22e136c8a6550510e5ed5f235\" title=\"\" tg-width=\"454\" tg-height=\"134\"/></p><p><a href=\"https://laohu8.com/S/IBM\">IBM</a>盘前跌超6%，Q1营收利润双超预期，软件增速失色，市场担忧AI冲击传统业务。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c5be9c60a16f13a2d44ba0fd5555c8c4\" title=\"\" tg-width=\"462\" tg-height=\"139\"/></p><p><br/><a href=\"https://laohu8.com/S/NOK\">诺基亚</a>盘前涨超9%，Q1调整后运营利润为2.81亿欧元，超市场预期。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8ce7d099f3234c69a89c5c250c7970aa\" title=\"\" tg-width=\"466\" tg-height=\"132\"/></p><p><a href=\"https://laohu8.com/S/TXN\">德州仪器</a>盘前涨超12%，Q1业绩超预期，数据中心销售额猛增90%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cdcabf0d3b0e6bf6d2d995c6abf8dfa0\" title=\"\" tg-width=\"460\" tg-height=\"134\"/></p><p>意法半导体盘前涨超5%，Q1业绩超预期。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3566f67e3063747a10cbcdaa3b2fc8f4\" tg-width=\"469\" tg-height=\"142\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","relate_stocks":{"MAGY":"Roundhill Magnificent Seven Covered Call ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) 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业绩不上天， 股民全被埋18层","listText":"业绩不重要，股价已经翻翻了。 业绩不上天， 股民全被埋18层","text":"业绩不重要，股价已经翻翻了。 业绩不上天， 股民全被埋18层","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556612061213896","repostId":"1173757861","repostType":2,"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556418395232504,"gmtCreate":1776872917627,"gmtModify":1776873133734,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>&nbsp; 烂如狗屎。 跟富途的差距不在一个数量级上了","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>&nbsp; 烂如狗屎。 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跟富途的差距不在一个数量级上了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/556418395232504","isVote":1,"tweetType":1,"viewCount":673,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3501022378453681","authorId":"3501022378453681","name":"seagull0623","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3501022378453681","idStr":"3501022378453681"},"content":"前后上市后财务管理水平差距越来越大，市值股价也是。。。","text":"前后上市后财务管理水平差距越来越大，市值股价也是。。。","html":"前后上市后财务管理水平差距越来越大，市值股价也是。。。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556395812632376,"gmtCreate":1776867397740,"gmtModify":1776867400123,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>&nbsp; 陈总基金公司搞投资的背景，炒股真的没说的。 这一波，翻翻赚嗨了。厉害👍","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>&nbsp; 陈总基金公司搞投资的背景，炒股真的没说的。 这一波，翻翻赚嗨了。厉害👍","text":"$英特尔(INTC)$ 陈总基金公司搞投资的背景，炒股真的没说的。 这一波，翻翻赚嗨了。厉害👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556395812632376","isVote":1,"tweetType":1,"viewCount":246,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556032094464048,"gmtCreate":1776778601145,"gmtModify":1776778603673,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"就这你股价翻倍？","listText":"就这你股价翻倍？","text":"就这你股价翻倍？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/556032094464048","repostId":"1194379615","repostType":2,"repost":{"id":"1194379615","kind":"news","weMediaInfo":{"introduction":"专注财报前瞻、财报解析的大模型Agent","home_visible":1,"media_name":"财报Agent","id":"1017018787","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1776355090,"share":"https://www.laohu8.com/m/news/1194379615?lang=zh_CN&edition=full","pubTime":"2026-04-16 23:58","market":"us","language":"zh","title":"财报前瞻｜英特尔一季度每股收益有望增近5%，机构看多，聚焦三条主线","url":"https://stock-news.laohu8.com/highlight/detail?id=1194379615","media":"财报Agent","summary":"市场预期收入小幅增长、盈利修复待验证。","content":"<p></p><h2 id=\"id_2234800665\">摘要</h2><p><a href=\"https://laohu8.com/S/INTC\">英特尔</a> 将于2026年4月23日美股盘后发布2026年第一季度财报，市场预期收入小幅增长、盈利修复待验证，关注服务器CPU动能与代工业务推进节奏。</p><p>截至4月17日，英特尔年内涨幅已超85%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f484fbf7b42990ccf2743573334fb46\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"></p><h2 id=\"id_1201286210\">市场预测</h2><p>一季度英特尔收入预计为123.7亿美元，同比增加0.58%；预计每股收益为0.007美元，同比增长4.72%。从业务结构看，当前基本盘由客户端计算组支撑，上一季度该板块收入81.93亿美元，围绕新品节奏与渠道修复，出货结构优化有望对本季度经营质量形成支撑。发展前景最大的存量板块集中在面向服务器与加速计算需求的数据中心与人工智能相关产品，上一季度该板块收入47.37亿美元，在市场普遍预期数据中心需求回暖的背景下，本季度同比表现有望相对改善。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4741742bda6f62c2129472a6e7cde7e0\" title=\"\" tg-width=\"555\" tg-height=\"315\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/616dcfbe6dec1bdf911e0d2a322a8c6a\" title=\"\" tg-width=\"504\" tg-height=\"417\"></p><h2 id=\"id_2096635274\">上季度回顾</h2><p>上一季度英特尔收入136.74亿美元，同比下降4.11%；毛利率为37.27%；归属于母公司股东的净利润为-5.91亿美元，净利率为-4.32%；调整后每股收益为0.15美元，同比增长15.38%。 经营侧看，客户端计算组、数据中心与人工智能、英特尔代工服务分别实现收入81.93亿美元、47.37亿美元、45.07亿美元，分部间冲销为-43.37亿美元，结构上显示PC与服务器相关产品仍是收入贡献核心。 在整体收入同比-4.11%的背景下，客户端计算组的体量与新品节奏是稳定公司收入曲线的重要因素，结合渠道去库存进度与AI PC新品推广，预计对利润端将产生拉动作用。</p><h2 id=\"id_1170420707\">本季度展望</h2><h4 id=\"id_3478708236\">服务器与算力平台的出货与价格策略</h4><p>围绕企业侧与云侧的计算需求，近期多家机构讨论指出服务器CPU需求保持紧俏，且有提价约10%的市场动向被关注，这为本季度毛利结构改善提供潜在支撑。市场亦密切跟踪与云生态伙伴在下一代基础设施上的合作推进，若相关平台在关键客户中加速落地，有望带动数据中心相关SKU出货与附加值的同步提升。结合一致预期，本季度息税前利润预计为3.68亿美元，若需求端维持韧性，实际盈利弹性主要取决于价格与产品组合的协同效果。需要关注的是，若企业IT开支节奏放缓或云客户拉动出现阶段性扰动，则价格与结构改善的兑现可能不及预期，从而导致利润弹性低于市场当前的假设。</p><p></p><p></p><h4 id=\"id_3117171423\">PC产品周期与AI功能落地的节奏</h4><p>PC端以客户端计算组为核心的收入基石在上一季度达到81.93亿美元，按当前新品发布节奏与渠道反馈，AI PC功能渗透有望带动单机价值量与产品组合的结构性优化。若下游品牌厂商在换机周期中强化AI应用的差异化体验，叠加成本侧的规模效应，单机毛利的可持续改善将成为本季度的重要观测点。另一方面，若海外需求修复斜率低于预期或旧品清理速度放缓，渠道价格竞争可能再度加剧，从而压缩单机利润空间；因此，本季度在出货量与均价之间的平衡管理，对收入与利润的共同改善至关重要。结合一致预期的收入123.72亿美元与EPS 0.01美元的基线，本季度PC业务若兑现结构升级，可能对整体利润率产生正向拉动。</p><p></p><p></p><h4 id=\"id_3167253403\">代工业务的产能爬坡与订单能见度</h4><p>英特尔代工服务上季度实现收入45.07亿美元，处在产能爬坡与客户结构扩展的关键阶段。市场层面对潜在大客户合作与项目储备保持高度关注，一旦签约节奏与投片强度较快落地，将对未来几个季度的收入确定性与产能利用率改善形成重要支撑。与此同时，代工业务的现金流特性决定了短期盈利仍受折旧、良率爬坡与研发投入强度等因素影响，本季度利润端的边际改善更依赖于关键节点的良率与规模化出货。若高价值节点产品在本季度实现批量交付，或将带来对整体毛利率的协同抬升；反之，若客户转单进度慢于预期或新线体爬坡偏慢，阶段性费用率上行仍会对利润端构成掣肘。</p><p></p><p></p><h2 id=\"id_964817524\">分析师观点</h2><p>从近月机构动态看，看多观点占据上风。一家头部投行将英特尔目标价由65美元上调至80美元，并在最新观点中强调服务器CPU需求“难以满足”，认为这直接强化了公司在本季度的收入与盈利修复预期，尤其是数据中心相关产品的订单动能与产品组合优化，有望带动息税前利润弹性超出市场此前假设。</p><p>多名跟踪公司基本面的分析师亦提到，围绕与云生态伙伴在下一代人工智能与云基础设施的协同推进，若项目按期落地，将带来高附加值产品放量的连锁效应，提升本季度与后续季度的盈利确定性。综合这些积极观点，机构普遍将短期核心关注点聚焦在三条主线：</p><p>一是服务器CPU的价格与结构优化对毛利率的直接贡献；</p><p>二是数据中心平台在关键客户中的落地速度；</p><p>三是代工业务订单与投片节奏对中期收入的确定性支撑。看多阵营认为，只要本季度验证上述一至两项核心假设，EPS与EBIT的修复斜率将超出此前市场的保守预期，为全年盈利目标提供更高的可达性。</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>财报前瞻｜英特尔一季度每股收益有望增近5%，机构看多，聚焦三条主线</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财报前瞻｜英特尔一季度每股收益有望增近5%，机构看多，聚焦三条主线\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1017018787\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">财报Agent </p>\n<p class=\"h-time\">2026-04-16 23:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p></p><h2 id=\"id_2234800665\">摘要</h2><p><a href=\"https://laohu8.com/S/INTC\">英特尔</a> 将于2026年4月23日美股盘后发布2026年第一季度财报，市场预期收入小幅增长、盈利修复待验证，关注服务器CPU动能与代工业务推进节奏。</p><p>截至4月17日，英特尔年内涨幅已超85%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5f484fbf7b42990ccf2743573334fb46\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"></p><h2 id=\"id_1201286210\">市场预测</h2><p>一季度英特尔收入预计为123.7亿美元，同比增加0.58%；预计每股收益为0.007美元，同比增长4.72%。从业务结构看，当前基本盘由客户端计算组支撑，上一季度该板块收入81.93亿美元，围绕新品节奏与渠道修复，出货结构优化有望对本季度经营质量形成支撑。发展前景最大的存量板块集中在面向服务器与加速计算需求的数据中心与人工智能相关产品，上一季度该板块收入47.37亿美元，在市场普遍预期数据中心需求回暖的背景下，本季度同比表现有望相对改善。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4741742bda6f62c2129472a6e7cde7e0\" title=\"\" tg-width=\"555\" tg-height=\"315\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/616dcfbe6dec1bdf911e0d2a322a8c6a\" title=\"\" tg-width=\"504\" tg-height=\"417\"></p><h2 id=\"id_2096635274\">上季度回顾</h2><p>上一季度英特尔收入136.74亿美元，同比下降4.11%；毛利率为37.27%；归属于母公司股东的净利润为-5.91亿美元，净利率为-4.32%；调整后每股收益为0.15美元，同比增长15.38%。 经营侧看，客户端计算组、数据中心与人工智能、英特尔代工服务分别实现收入81.93亿美元、47.37亿美元、45.07亿美元，分部间冲销为-43.37亿美元，结构上显示PC与服务器相关产品仍是收入贡献核心。 在整体收入同比-4.11%的背景下，客户端计算组的体量与新品节奏是稳定公司收入曲线的重要因素，结合渠道去库存进度与AI PC新品推广，预计对利润端将产生拉动作用。</p><h2 id=\"id_1170420707\">本季度展望</h2><h4 id=\"id_3478708236\">服务器与算力平台的出货与价格策略</h4><p>围绕企业侧与云侧的计算需求，近期多家机构讨论指出服务器CPU需求保持紧俏，且有提价约10%的市场动向被关注，这为本季度毛利结构改善提供潜在支撑。市场亦密切跟踪与云生态伙伴在下一代基础设施上的合作推进，若相关平台在关键客户中加速落地，有望带动数据中心相关SKU出货与附加值的同步提升。结合一致预期，本季度息税前利润预计为3.68亿美元，若需求端维持韧性，实际盈利弹性主要取决于价格与产品组合的协同效果。需要关注的是，若企业IT开支节奏放缓或云客户拉动出现阶段性扰动，则价格与结构改善的兑现可能不及预期，从而导致利润弹性低于市场当前的假设。</p><p></p><p></p><h4 id=\"id_3117171423\">PC产品周期与AI功能落地的节奏</h4><p>PC端以客户端计算组为核心的收入基石在上一季度达到81.93亿美元，按当前新品发布节奏与渠道反馈，AI PC功能渗透有望带动单机价值量与产品组合的结构性优化。若下游品牌厂商在换机周期中强化AI应用的差异化体验，叠加成本侧的规模效应，单机毛利的可持续改善将成为本季度的重要观测点。另一方面，若海外需求修复斜率低于预期或旧品清理速度放缓，渠道价格竞争可能再度加剧，从而压缩单机利润空间；因此，本季度在出货量与均价之间的平衡管理，对收入与利润的共同改善至关重要。结合一致预期的收入123.72亿美元与EPS 0.01美元的基线，本季度PC业务若兑现结构升级，可能对整体利润率产生正向拉动。</p><p></p><p></p><h4 id=\"id_3167253403\">代工业务的产能爬坡与订单能见度</h4><p>英特尔代工服务上季度实现收入45.07亿美元，处在产能爬坡与客户结构扩展的关键阶段。市场层面对潜在大客户合作与项目储备保持高度关注，一旦签约节奏与投片强度较快落地，将对未来几个季度的收入确定性与产能利用率改善形成重要支撑。与此同时，代工业务的现金流特性决定了短期盈利仍受折旧、良率爬坡与研发投入强度等因素影响，本季度利润端的边际改善更依赖于关键节点的良率与规模化出货。若高价值节点产品在本季度实现批量交付，或将带来对整体毛利率的协同抬升；反之，若客户转单进度慢于预期或新线体爬坡偏慢，阶段性费用率上行仍会对利润端构成掣肘。</p><p></p><p></p><h2 id=\"id_964817524\">分析师观点</h2><p>从近月机构动态看，看多观点占据上风。一家头部投行将英特尔目标价由65美元上调至80美元，并在最新观点中强调服务器CPU需求“难以满足”，认为这直接强化了公司在本季度的收入与盈利修复预期，尤其是数据中心相关产品的订单动能与产品组合优化，有望带动息税前利润弹性超出市场此前假设。</p><p>多名跟踪公司基本面的分析师亦提到，围绕与云生态伙伴在下一代人工智能与云基础设施的协同推进，若项目按期落地，将带来高附加值产品放量的连锁效应，提升本季度与后续季度的盈利确定性。综合这些积极观点，机构普遍将短期核心关注点聚焦在三条主线：</p><p>一是服务器CPU的价格与结构优化对毛利率的直接贡献；</p><p>二是数据中心平台在关键客户中的落地速度；</p><p>三是代工业务订单与投片节奏对中期收入的确定性支撑。看多阵营认为，只要本季度验证上述一至两项核心假设，EPS与EBIT的修复斜率将超出此前市场的保守预期，为全年盈利目标提供更高的可达性。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194379615","content_text":"摘要英特尔 将于2026年4月23日美股盘后发布2026年第一季度财报，市场预期收入小幅增长、盈利修复待验证，关注服务器CPU动能与代工业务推进节奏。截至4月17日，英特尔年内涨幅已超85%。市场预测一季度英特尔收入预计为123.7亿美元，同比增加0.58%；预计每股收益为0.007美元，同比增长4.72%。从业务结构看，当前基本盘由客户端计算组支撑，上一季度该板块收入81.93亿美元，围绕新品节奏与渠道修复，出货结构优化有望对本季度经营质量形成支撑。发展前景最大的存量板块集中在面向服务器与加速计算需求的数据中心与人工智能相关产品，上一季度该板块收入47.37亿美元，在市场普遍预期数据中心需求回暖的背景下，本季度同比表现有望相对改善。上季度回顾上一季度英特尔收入136.74亿美元，同比下降4.11%；毛利率为37.27%；归属于母公司股东的净利润为-5.91亿美元，净利率为-4.32%；调整后每股收益为0.15美元，同比增长15.38%。 经营侧看，客户端计算组、数据中心与人工智能、英特尔代工服务分别实现收入81.93亿美元、47.37亿美元、45.07亿美元，分部间冲销为-43.37亿美元，结构上显示PC与服务器相关产品仍是收入贡献核心。 在整体收入同比-4.11%的背景下，客户端计算组的体量与新品节奏是稳定公司收入曲线的重要因素，结合渠道去库存进度与AI PC新品推广，预计对利润端将产生拉动作用。本季度展望服务器与算力平台的出货与价格策略围绕企业侧与云侧的计算需求，近期多家机构讨论指出服务器CPU需求保持紧俏，且有提价约10%的市场动向被关注，这为本季度毛利结构改善提供潜在支撑。市场亦密切跟踪与云生态伙伴在下一代基础设施上的合作推进，若相关平台在关键客户中加速落地，有望带动数据中心相关SKU出货与附加值的同步提升。结合一致预期，本季度息税前利润预计为3.68亿美元，若需求端维持韧性，实际盈利弹性主要取决于价格与产品组合的协同效果。需要关注的是，若企业IT开支节奏放缓或云客户拉动出现阶段性扰动，则价格与结构改善的兑现可能不及预期，从而导致利润弹性低于市场当前的假设。PC产品周期与AI功能落地的节奏PC端以客户端计算组为核心的收入基石在上一季度达到81.93亿美元，按当前新品发布节奏与渠道反馈，AI PC功能渗透有望带动单机价值量与产品组合的结构性优化。若下游品牌厂商在换机周期中强化AI应用的差异化体验，叠加成本侧的规模效应，单机毛利的可持续改善将成为本季度的重要观测点。另一方面，若海外需求修复斜率低于预期或旧品清理速度放缓，渠道价格竞争可能再度加剧，从而压缩单机利润空间；因此，本季度在出货量与均价之间的平衡管理，对收入与利润的共同改善至关重要。结合一致预期的收入123.72亿美元与EPS 0.01美元的基线，本季度PC业务若兑现结构升级，可能对整体利润率产生正向拉动。代工业务的产能爬坡与订单能见度英特尔代工服务上季度实现收入45.07亿美元，处在产能爬坡与客户结构扩展的关键阶段。市场层面对潜在大客户合作与项目储备保持高度关注，一旦签约节奏与投片强度较快落地，将对未来几个季度的收入确定性与产能利用率改善形成重要支撑。与此同时，代工业务的现金流特性决定了短期盈利仍受折旧、良率爬坡与研发投入强度等因素影响，本季度利润端的边际改善更依赖于关键节点的良率与规模化出货。若高价值节点产品在本季度实现批量交付，或将带来对整体毛利率的协同抬升；反之，若客户转单进度慢于预期或新线体爬坡偏慢，阶段性费用率上行仍会对利润端构成掣肘。分析师观点从近月机构动态看，看多观点占据上风。一家头部投行将英特尔目标价由65美元上调至80美元，并在最新观点中强调服务器CPU需求“难以满足”，认为这直接强化了公司在本季度的收入与盈利修复预期，尤其是数据中心相关产品的订单动能与产品组合优化，有望带动息税前利润弹性超出市场此前假设。多名跟踪公司基本面的分析师亦提到，围绕与云生态伙伴在下一代人工智能与云基础设施的协同推进，若项目按期落地，将带来高附加值产品放量的连锁效应，提升本季度与后续季度的盈利确定性。综合这些积极观点，机构普遍将短期核心关注点聚焦在三条主线：一是服务器CPU的价格与结构优化对毛利率的直接贡献；二是数据中心平台在关键客户中的落地速度；三是代工业务订单与投片节奏对中期收入的确定性支撑。看多阵营认为，只要本季度验证上述一至两项核心假设，EPS与EBIT的修复斜率将超出此前市场的保守预期，为全年盈利目标提供更高的可达性。","news_type":1,"symbols_score_info":{"INTC":1}},"isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554252335875768,"gmtCreate":1776350110099,"gmtModify":1776350113138,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"英特尔股价大涨[微笑]&nbsp; :AI基建激进，他这比AI基建还激进，成功固然一本万利，但失败的可能性并不小，要是真的那么容易成功，Intel的芯片厂也不会被制程困住那么久。","listText":"英特尔股价大涨[微笑]&nbsp; :AI基建激进，他这比AI基建还激进，成功固然一本万利，但失败的可能性并不小，要是真的那么容易成功，Intel的芯片厂也不会被制程困住那么久。","text":"英特尔股价大涨[微笑] :AI基建激进，他这比AI基建还激进，成功固然一本万利，但失败的可能性并不小，要是真的那么容易成功，Intel的芯片厂也不会被制程困住那么久。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554252335875768","repostId":"2627285266","repostType":2,"repost":{"id":"2627285266","kind":"news","pubTimestamp":1776251980,"share":"https://www.laohu8.com/m/news/2627285266?lang=zh_CN&edition=full","pubTime":"2026-04-15 19:19","market":"us","language":"zh","title":"特斯拉A15芯片成功流片！马斯克高呼：未来将成为全球产量最高AI芯片之一","url":"https://stock-news.laohu8.com/highlight/detail?id=2627285266","media":"智通财经","summary":"马斯克还感谢了合作伙伴$台积电$和$三星$在芯片量产过程中的支持，并称“AI5芯片未来将成为全球产量最高的AI芯片之一”。据悉，AI5是特斯拉的第五代AI芯片，主要面向地面应用。马斯克此前曾表示，AI5芯片计划于2027年进入大规模生产阶段，旨在取代特斯拉汽车中目前使用的AI4芯片。A15芯片如今成功流片，意味着该芯片朝着大规模量产迈出了坚实的一步。马斯克在上月曾表示，可能在12月份完成AI6芯片的流片。","content":"<html><head></head><body><p><strong><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>首席执行官埃隆·马斯克宣布，特斯拉AI芯片设计团队已成功完成AI5芯片的流片。这标志着该芯片迈向制造阶段的重要里程碑。</strong>马斯克在社交平台上发文称：“祝贺特斯拉AI芯片设计团队完成A15芯片流片!AI6、Dojo3以及其他令人兴奋的芯片也在研发中。”马斯克还感谢了合作伙伴<a href=\"https://laohu8.com/S/TSM\">台积电</a>和<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>在芯片量产过程中的支持，并称“AI5芯片未来将成为全球产量最高的AI芯片之一”。</p><p>据悉，AI5是特斯拉的第五代AI芯片，主要面向地面应用。其性能目标直指行业领先水平，‌在单芯片配置下性能可与<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>Hopper架构相当，双芯片配置则能媲美英伟达Blackwell架构，同时拥有更低的成本和功耗‌。这款芯片将搭载于特斯拉全系车型、未来的无人驾驶出租车(Cybercab)以及擎天柱(Optimus)人形机器人中，是特斯拉地面算力布局的核心。</p><p>‌‌马斯克此前曾表示，AI5芯片计划于2027年进入大规模生产阶段，旨在取代特斯拉汽车中目前使用的AI4芯片。流片是芯片量产前的关键环节，检测设计的芯片是否可用，进而为后续的大规模量产做准备。A15芯片如今成功流片，意味着该芯片朝着大规模量产迈出了坚实的一步。</p><p>值得一提的是，紧随A15芯片之后的A16芯片目前正处于研发阶段。马斯克在上月曾表示，可能在12月份完成AI6芯片的流片。A15芯片与A16芯片之间的迭代周期仅为9个月，行业常规芯片迭代通常需18个月以上。特斯拉凭借其自研芯片、自动驾驶算法与整车制造的闭环生态，可实现参数快速调试、场景即时反馈，进而将研发周期大幅压缩至9个月。</p><p>特斯拉AI5与AI6芯片——将成为数百万辆无人驾驶出租车与擎天柱人形机器人的统一“大脑”、以及Dojo 3芯片——专为严苛却又极具发展潜力的太空环境量身打造——是特斯拉在3月底正式启动的Terafab超级芯片工厂项目的重要“成员”。Terafab项目预计将实现每年超过1太瓦(1TW)的算力产出，这相当于当前全球AI芯片年总算力产出的约50倍。马斯克曾表示，这将是迄今为止历史上最宏大的芯片制造项目。</p><p>早在2025年股东大会上，马斯克就首次明确“Terafab”芯片工厂构想，直言现有供应商产能无法满足未来需求，自建工厂势在必行。此后，他在财报电话会、社交平台多次重申计划，强调造芯对核心业务的决定性意义。</p><p>马斯克表示，为支撑特斯拉完全自动驾驶(FSD)软件的持续迭代以及擎天柱机器人的大规模部署，特斯拉对芯片的需求每年将达到1000亿至2000亿颗，即便是全球晶圆代工厂按照最乐观的预测进行扩产，其产能也无法满足特斯拉未来对AI芯片的爆炸性需求，因此自建一座大型晶圆厂“势在必行”。</p><p>马斯克称：“我们非常感谢现有的供应链，感谢三星、台积电等公司，希望他们能够尽快扩大规模，我们将购买他们所有的芯片。 我已经跟他们说过这些话了，他们能接受的扩张速度是有上限的，但这个速度远低于我们的预期，所以我们要建造Terafab。”</p><p>据测算，Terafab项目投产后，特斯拉的芯片综合成本可降低50%至70%，算力电力成本仅为地面光伏的1/3至1/5，产品迭代速度将提升2至3倍，这将极大地增强特斯拉及其关联公司的成本优势和技术领先地位。</p><p>然而，跨界进入半导体生产领域也意味着特斯拉将面临高投入、高风险的双重挑战。尽管特斯拉拥有超过400亿美元的现金储备，但面对Terafab项目高达<a href=\"https://laohu8.com/S/SBAY\">数百亿</a>美元的潜在总成本，其资金压力依然巨大。此外，特斯拉作为一家汽车制造商，毫无半导体制造经验，从零开始建造一座采用2纳米制程的晶圆厂，面临着设备采购、人才短缺和良率控制等多重难题。因此，这一宏伟计划将令特斯拉面临着巨大的财务和技术挑战。</p><p>目前，Terafab项目官网已正式上线，并开放了特斯拉、SpaceX、xAI三大体系的相关岗位招聘，显示出项目已进入实质推进阶段。行业分析认为，Terafab不仅是特斯拉垂直整合产业链的关键一步，更是对全球算力格局和芯片产业的一次重大探索。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉A15芯片成功流片！马斯克高呼：未来将成为全球产量最高AI芯片之一</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特斯拉A15芯片成功流片！马斯克高呼：未来将成为全球产量最高AI芯片之一\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-15 19:19 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1428907.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉首席执行官埃隆·马斯克宣布，特斯拉AI芯片设计团队已成功完成AI5芯片的流片。这标志着该芯片迈向制造阶段的重要里程碑。马斯克在社交平台上发文称：“祝贺特斯拉AI芯片设计团队完成A15芯片流片!AI6、Dojo3以及其他令人兴奋的芯片也在研发中。”马斯克还感谢了合作伙伴台积电和三星在芯片量产过程中的支持，并称“AI5芯片未来将成为全球产量最高的AI芯片之一”。据悉，AI5是特斯拉的第五代AI...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1428907.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9749762c5ee11a52030b4c66a89c8026","relate_stocks":{"LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0823414478.USD":"法巴经典能源转换基金","LU0056508442.USD":"贝莱德世界科技基金A2","BK4099":"汽车制造商","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","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","BK4555":"新能源车","TSDD":"2倍做空TSLA ETF-GraniteShares","TSYY":"收益增强TSLA ETF-GraniteShares","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","UFO":"Procure Space 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3芯片——专为严苛却又极具发展潜力的太空环境量身打造——是特斯拉在3月底正式启动的Terafab超级芯片工厂项目的重要“成员”。Terafab项目预计将实现每年超过1太瓦(1TW)的算力产出，这相当于当前全球AI芯片年总算力产出的约50倍。马斯克曾表示，这将是迄今为止历史上最宏大的芯片制造项目。早在2025年股东大会上，马斯克就首次明确“Terafab”芯片工厂构想，直言现有供应商产能无法满足未来需求，自建工厂势在必行。此后，他在财报电话会、社交平台多次重申计划，强调造芯对核心业务的决定性意义。马斯克表示，为支撑特斯拉完全自动驾驶(FSD)软件的持续迭代以及擎天柱机器人的大规模部署，特斯拉对芯片的需求每年将达到1000亿至2000亿颗，即便是全球晶圆代工厂按照最乐观的预测进行扩产，其产能也无法满足特斯拉未来对AI芯片的爆炸性需求，因此自建一座大型晶圆厂“势在必行”。马斯克称：“我们非常感谢现有的供应链，感谢三星、台积电等公司，希望他们能够尽快扩大规模，我们将购买他们所有的芯片。 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