Fred_6810的个人主页 - 老虎社区

Fred_6810

Fred_6810

暂无个人介绍

IP属地：浙江

74关注

138粉丝

1主题

0勋章

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？

马斯克宣布特斯拉将采用英特尔14a芯片制造技术英特尔股价盘后上涨1.8%

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

财报前瞻 | 市场预计英特尔三季度业绩平平，关注与英伟达的合作、新型AI芯片进展

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

04-16

$英特尔(INTC)$ 直接上72，干掉amd得了。

04-14

半导体行top20，唯一利润为负，但市值3000亿刀，唯一！。也是英特尔历史上最高价格，但利润，市场份额，行业地位和历史最高点，不在一个水平上了。[难过] [难过] [难过] 看不懂

9连涨！英特尔创纪录，CPU“涨价”与马斯克“期权”双重加持

04-14

每天3亿回购，不能停，连续2周

小米集团-W：4月13日回购810万股，耗资约2.48亿港元

04-13

$英特尔(INTC)$ 只能说疯了[捂脸]

04-13

市值千亿的半导体没有亏损的。即使业绩达标，也还是最贵的半导体公啊！

从低谷翻红！英特尔连涨八日狂增千亿市值，分析师谨慎乐观

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3563140991934227","uuid":"3563140991934227","gmtCreate":1600046971259,"gmtModify":1607671870967,"name":"Fred_6810","pinyin":"fred6810fred6810","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":138,"headSize":74,"tweetSize":2476,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.03.08","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"wearingSort":0},{"badgeId":"10d8ad8d391644a888f8cb7af2d056a4-1","templateUuid":"10d8ad8d391644a888f8cb7af2d056a4","name":"2025元宝x1","description":"2025年度投资收益达成10万美金","bigImgUrl":"https://static.tigerbbs.com/77da5fe9da608523f0fd7cf355adc306","smallImgUrl":"https://static.tigerbbs.com/77da5fe9da608523f0fd7cf355adc306","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":3,"allocatedDate":"2026.01.29","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":6001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"wearingSort":0},{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-1","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识体验官","description":"观看学堂课程满5节","bigImgUrl":"https://static.tigerbbs.com/fb5ae275631fb96a92d475cdc85d2302","smallImgUrl":"https://static.tigerbbs.com/c2660a1935bd2105e97c9915619936c3","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.11.28","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2006,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"wearingSort":0},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.22","exceedPercentage":"93.91%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"wearingSort":0},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"wearingSort":0},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"wearingSort":0},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.67%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"wearingSort":0}],"userBadgeCount":7,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":7,"crmLevelSwitch":0,"location":"浙江","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":1,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":558431383959384,"gmtCreate":1777367561451,"gmtModify":1777367564909,"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 的估值？","images":[{"img":"https://static.tigerbbs.com/6fb278c4f87d9c172331365ad8591e10","width":"1206","height":"2850"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/558431383959384","isVote":1,"tweetType":1,"viewCount":132,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":557449166055360,"gmtCreate":1777127765826,"gmtModify":1777127768583,"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":"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","listText":"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","text":"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","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/557449166055360","isVote":1,"tweetType":1,"viewCount":727,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":557449103922128,"gmtCreate":1777127672255,"gmtModify":1777127675031,"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":"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？","listText":"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？","text":"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？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/557449103922128","isVote":1,"tweetType":1,"viewCount":559,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000204","authorId":"9000000000000204","name":"Erness","avatar":"https://static.tigerbbs.com/51ab14dff26f7299bc3922527c45baf5","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000204","idStr":"9000000000000204"},"content":"台积电确实香，英伟达也强","text":"台积电确实香，英伟达也强","html":"台积电确实香，英伟达也强"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":557114757842792,"gmtCreate":1777046120882,"gmtModify":1777046122782,"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; 台积电，美光，pe 30/40x, 不香！","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>&nbsp; 台积电，美光，pe 30/40x, 不香！","text":"$英特尔(INTC)$ 台积电，美光，pe 30/40x, 不香！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/557114757842792","isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":557114538362504,"gmtCreate":1777046049207,"gmtModify":1777046054184,"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> 为啥？ 台积电，美光不香嘛","listText":"<a 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":298,"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":301,"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":545,"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":708,"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,"repost":{"id":"1135650424","kind":"news","weMediaInfo":{"introduction":"全球快讯第一时间播报","home_visible":1,"media_name":"美股速递","id":"1004306016","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"pubTimestamp":1776896333,"share":"https://www.laohu8.com/m/news/1135650424?lang=zh_CN&edition=full","pubTime":"2026-04-23 06:18","market":"us","language":"zh","title":"马斯克宣布特斯拉将采用英特尔14a芯片制造技术 英特尔股价盘后上涨1.8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1135650424","media":"美股速递","summary":"在埃隆·马斯克宣布特斯拉将采用英特尔14a芯片制造技术后，英特尔股价在盘后交易中上涨1.8%。这一合作消息立即引发市场对英特尔半导体制造业务前景的重新评估。\n此次技术合作标志着特斯拉首次公开确认与英特尔在先进制程领域的深度合作。14a芯片制造技术作为英特尔最新研发成果，预计将显著提升特斯拉电动汽车的自动驾驶系统性能。\n市场分析师指出，此次合作不仅巩固了英特尔在汽车芯片领域的战略布局，更可能为其代工业务打开新的增长空间。随着汽车智能化进程加速，半导体制造商与整车企业的垂直整合正成为行业新趋势。","content":"<p>在埃隆·马斯克宣布特斯拉将采用英特尔14a芯片制造技术后，英特尔股价在盘后交易中上涨1.8%。这一合作消息立即引发市场对英特尔半导体制造业务前景的重新评估。</p>\n<p>此次技术合作标志着特斯拉首次公开确认与英特尔在先进制程领域的深度合作。14a芯片制造技术作为英特尔最新研发成果，预计将显著提升特斯拉电动汽车的自动驾驶系统性能。</p>\n<p>市场分析师指出，此次合作不仅巩固了英特尔在汽车芯片领域的战略布局，更可能为其代工业务打开新的增长空间。随着汽车智能化进程加速，半导体制造商与整车企业的垂直整合正成为行业新趋势。</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>马斯克宣布特斯拉将采用英特尔14a芯片制造技术 英特尔股价盘后上涨1.8%</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马斯克宣布特斯拉将采用英特尔14a芯片制造技术 英特尔股价盘后上涨1.8%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1004306016\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">美股速递 </p>\n<p class=\"h-time\">2026-04-23 06:18</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>在埃隆·马斯克宣布特斯拉将采用英特尔14a芯片制造技术后，英特尔股价在盘后交易中上涨1.8%。这一合作消息立即引发市场对英特尔半导体制造业务前景的重新评估。</p>\n<p>此次技术合作标志着特斯拉首次公开确认与英特尔在先进制程领域的深度合作。14a芯片制造技术作为英特尔最新研发成果，预计将显著提升特斯拉电动汽车的自动驾驶系统性能。</p>\n<p>市场分析师指出，此次合作不仅巩固了英特尔在汽车芯片领域的战略布局，更可能为其代工业务打开新的增长空间。随着汽车智能化进程加速，半导体制造商与整车企业的垂直整合正成为行业新趋势。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","BK4548":"巴美列捷福持仓","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","TSLS":"1倍做空TSLA ETF-Direxion","TSLT":"2倍做多TSLA ETF-T-Rex","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","TSLW":"TSLA周配息ETF-Roundhill","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","BK4554":"元宇宙及AR概念","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","TSLY":"TSLA期权收益策略ETF-YieldMax","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4099":"汽车制造商","TSLZ":"2倍做空TSLA ETF-T-Rex","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","INTC":"英特尔","BK4585":"ETF&股票定投概念","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4555":"新能源车","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","TESL":"Simplify Volt TSLA Revolution ETF","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","TEST":"YieldMax TSLA Performance & Distribution Target 25 ETF","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","07766":"南方两倍做多特斯拉","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4551":"寇图资本持仓","BK4598":"佩洛西持仓","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0823414478.USD":"法巴经典能源转换基金","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU0823411888.USD":"法巴消费创新基金 Cap","BK4602":"量子计算概念","BK4529":"IDC概念","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","TSLA":"特斯拉","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","TLA":"GraniteShares Autocallable TSLA ETF","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","BK4605":"半导体精选","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","INTW":"2倍做多INTC ETF-GraniteShares","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4604":"机器人概念","LU0056508442.USD":"贝莱德世界科技基金A2","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4527":"明星科技股","TSLR":"2倍做多TSLA ETF-GraniteShares","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","TSDD":"2倍做空TSLA ETF-GraniteShares","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","LU1548497426.USD":"安联环球人工智能AT Acc","TSYY":"收益增强TSLA ETF-GraniteShares","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","BK4575":"芯片概念","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2063271972.USD":"富兰克林创新领域基金","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","BK4612":"AI芯片","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","BK4579":"人工智能","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4574":"无人驾驶","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0109391861.USD":"富兰克林美国机遇基金A Acc","TSII":"REX TSLA Growth & Income ETF","LINT":"Direxion Daily INTC Bull 2X ETF","BK4581":"高盛持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","TSL":"1.25倍做多TSLA ETF-GraniteShares","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4512":"苹果概念","BK4543":"AI","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","TSLG":"2倍做多TSLA ETF-Leverage Shares","BK4511":"特斯拉概念","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","TSLI":"2倍做多TSLA ETF-ProShares","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","TSLL":"2倍做多TSLA ETF-Direxion","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","04335":"英特尔-T","BK4516":"特朗普概念","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","TSLP":"TSLA收益溢价策略ETF-Kurv","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4535":"淡马锡持仓","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4592":"伊斯兰概念","BK4515":"5G概念","TSLQ":"2倍做空TSLA ETF-Tradr","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135650424","content_text":"在埃隆·马斯克宣布特斯拉将采用英特尔14a芯片制造技术后，英特尔股价在盘后交易中上涨1.8%。这一合作消息立即引发市场对英特尔半导体制造业务前景的重新评估。\n此次技术合作标志着特斯拉首次公开确认与英特尔在先进制程领域的深度合作。14a芯片制造技术作为英特尔最新研发成果，预计将显著提升特斯拉电动汽车的自动驾驶系统性能。\n市场分析师指出，此次合作不仅巩固了英特尔在汽车芯片领域的战略布局，更可能为其代工业务打开新的增长空间。随着汽车智能化进程加速，半导体制造商与整车企业的垂直整合正成为行业新趋势。","news_type":1,"symbols_score_info":{"TSLR":1,"07766":1,"TSLP":1,"TSLZ":1,"TSLL":1,"TSLS":1,"TEST":1,"TSLY":1,"TSLQ":1,"INTC":1,"04335":1,"TSL":1,"TESL":1,"TSLO":1,"LINT":1,"TSLG":1,"TSLW":1,"TSII":1,"CRSH":1,"TLA":1,"TSLT":1,"INTW":1,"TSLA":1,"TSLI":1,"TSDD":1,"TSYY":1}},"isVote":1,"tweetType":1,"viewCount":433,"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":{"LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK4555":"新能源车","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","TESL":"Simplify Volt TSLA Revolution ETF","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","IE00BZ9MQY76.HKD":"FTGF CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (HKD) ACC","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY  \"A4\" (USD) INC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","TEST":"YieldMax TSLA Performance & Distribution Target 25 ETF","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0823414478.USD":"法巴经典能源转换基金","BK4550":"红杉资本持仓","BK4588":"碎股","TXN":"德州仪器","IE00BGHQF631.EUR":"GUINNESS GLOBAL EQUITY INCOME \"C\" (EUR) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","IE00B3PB1722.GBP":"GUINNESS GLOBAL EQUITY INCOME \"C\" (GBP) INC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","BK5071":"通信设备","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","BK4598":"佩洛西持仓","BK4551":"寇图资本持仓","IE00B42XCP33.USD":"GUINNESS GLOBAL EQUITY INCOME \"C\" (USD) INC","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","07766":"南方两倍做多特斯拉","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","SG9999011175.SGD":"Nikko AM Global Dividend Equity Dis SGD-H","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","BK4567":"ESG概念","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0109392836.USD":"富兰克林科技股A","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","BK4503":"景林资产持仓","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","BK4566":"资本集团","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","BK4528":"SaaS概念","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","TLA":"GraniteShares Autocallable TSLA ETF","LU0545562505.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) INC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","IE00BVYPNV92.GBP":"GUINNESS GLOBAL EQUITY INCOME \"C\" (GBP) ACC","BK4605":"半导体精选","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4608":"AI应用概念股","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","BK4607":"DeepSeek概念股","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","BK4561":"索罗斯持仓","BK4604":"机器人概念","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4527":"明星科技股","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","SG9999003800.SGD":"Nikko AM Global Dividend Equity Acc SGD-H","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","TSDD":"2倍做空TSLA ETF-GraniteShares","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","TSYY":"收益增强TSLA ETF-GraniteShares","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00BVYPNW00.USD":"GUINNESS GLOBAL EQUITY INCOME \"C\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","BK4613":"AI应用软件","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4612":"AI芯片","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","BK4585":"ETF&股票定投概念","LU1917777945.USD":"安联专题基金Cl AT Acc","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","IE0008368304.USD":"STEWART INVESTORS WORLDWIDE LEADERS SUSTAINABILITY FUND \"I\" (USD) ACC","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","MAGY":"Roundhill Magnificent Seven Covered Call ETF","LU0823411888.USD":"法巴消费创新基金 Cap","LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","BK4574":"无人驾驶","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","TSII":"REX TSLA Growth & Income ETF","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU1228905037.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) ACC","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","SG9999015978.USD":"利安颠覆性创新基金A","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4581":"高盛持仓","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU0345774391.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) ACC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","TSL":"1.25倍做多TSLA ETF-GraniteShares","BK4543":"AI","BK4512":"苹果概念","LU1929549753.HKD":"FRANKLIN INCOME \"A\" (HKD) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4020":"通信设备","LU1923622291.USD":"Natixis Thematics Safety R/A USD","TSLG":"2倍做多TSLA ETF-Leverage Shares","LU1046421795.USD":"富达环球科技A-ACC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","BK4511":"特斯拉概念","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","LU1228905540.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) INC 2","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","TSLI":"2倍做多TSLA ETF-ProShares","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4533":"AQR资本管理(全球第二大对冲基金)","TSLA":"特斯拉","TSLL":"2倍做多TSLA ETF-Direxion","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","BK4516":"特朗普概念","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","BK4547":"WSB热门概念","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","TSLP":"TSLA收益溢价策略ETF-Kurv","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU0557290698.USD":"施罗德环球可持续增长基金","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","BK4592":"伊斯兰概念","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","TSLQ":"2倍做空TSLA ETF-Tradr","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","TSLR":"2倍做多TSLA ETF-GraniteShares","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4548":"巴美列捷福持仓","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","TSLS":"1倍做空TSLA ETF-Direxion","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE00BDGV0183.EUR":"GUINNESS GLOBAL EQUITY INCOME \"C\" (EUR) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","TSLT":"2倍做多TSLA ETF-T-Rex","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU0056508442.USD":"贝莱德世界科技基金A2","BK4097":"系统软件","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2129689605.HKD":"FRANKLIN GLOBAL INCOME \"A\" (HKD) INC","BK4554":"元宇宙及AR概念","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","TSLW":"TSLA周配息ETF-Roundhill","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","TSLY":"TSLA期权收益策略ETF-YieldMax","YMAG":"YieldMax Magnificent 7 Fund of Option Income ETF","LU2129689514.USD":"FRANKLIN GLOBAL INCOME \"A\" (USD) INC","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","BK4099":"汽车制造商","TSLZ":"2倍做空TSLA ETF-T-Rex","LU2129689431.USD":"FRANKLIN GLOBAL INCOME \"A\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180447802","content_text":"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。德州仪器盘前涨超12%，Q1业绩超预期，数据中心销售额猛增90%。意法半导体盘前涨超5%，Q1业绩超预期。","news_type":1,"symbols_score_info":{"TSDD":0.6,"TSLY":0.6,"TSLG":0.6,"TSLZ":0.6,"TSLA":2,"MAGY":1.5,"TSLR":0.6,"TSII":0.6,"TSLT":0.6,"07766":0.6,"TSLQ":0.6,"TXN":2,"TSLI":0.6,"TSLL":0.6,"TSL":0.6,"YMAG":1.5,"TESL":0.6,"TLA":0.6,"TSLW":0.6,"TEST":0.6,"TSLS":0.6,"TSLO":0.6,"TSYY":0.6,"CRSH":0.6,"TSLP":0.6}},"isVote":1,"tweetType":1,"viewCount":548,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556612061213896,"gmtCreate":1776920195894,"gmtModify":1776920198527,"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":"业绩不重要，股价已经翻翻了。 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,"repost":{"id":"1173757861","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":1760600142,"share":"https://www.laohu8.com/m/news/1173757861?lang=zh_CN&edition=full","pubTime":"2025-10-16 15:35","market":"us","language":"zh","title":"财报前瞻 | 市场预计英特尔三季度业绩平平，关注与英伟达的合作、新型AI芯片进展","url":"https://stock-news.laohu8.com/highlight/detail?id=1173757861","media":"老虎资讯综合","summary":"上季度回顾英特尔二季度实现营收129亿美元，超出分析师预期的119亿美元。第二季度调整后毛利率仅为 30%，预计第三季度回升至 36%。本季度展望与英伟达的合作英伟达斥资50亿美元入股英特尔，并将与其联合开发面向PC与数据中心的芯片。根据双方协议，英伟达将以每股23.28美元购入英特尔普通股。新型AI芯片进展英特尔计划于明年推出一款用于数据中心的新型人工智能芯片。这意味着英特尔以此再次发力，试图打入人工智能芯片市场。","content":"<html><head></head><body><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/INTC\">英特尔</a> 将于10月23日美股盘后公布25年第三季度财报。在财报公布前，根据彭博分析师预期，预计英特尔三季度调整后净利润录得2678万美元；预计英特尔三季度营业收入录得131亿美元。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b725038df2ffc8dbd473a70e6daa3dab\" title=\"\" tg-width=\"1213\" tg-height=\"406\"/></p><h2 id=\"id_2742539018\">上季度回顾</h2><p style=\"text-align: start;\">英特尔二季度实现营收129亿美元，超出分析师预期的119亿美元。其核心的数据中心和AI营收也双双超预期。然而，这看似强劲的表象背后，却是“惨淡”的盈利能力。具体来看：</p><ul style=\"\"><li><p>盈利能力是核心痛点：调整后每股亏损0.10美元，远逊于市场预期的盈利。第二季度调整后毛利率仅为 30%，预计第三季度回升至 36%。第三季度营收指引（126-136亿美元）中值高于预期，但盈利指引仅为“盈亏平衡”，再次低于市场预期的每股盈利4美分。</p></li><li><p>代工业务成“财务黑洞”：PC计算机收入79亿美元，数据中心收入39亿美元，均超预期，部分得益于PC制造商为应对潜在关税而提前备货。然而，芯片代工（Foundry）业务在贡献 44亿美元收入的同时，但录得高达31.7亿美元的经营亏损。</p></li><li><p>公司将取消德国和波兰的建厂项目，放缓俄亥俄州工厂进度，未来对14A等先进制程的投资将严格取决于“已确认的客户订单”。</p></li><li><p>大规模裁员与支出削减：公司已完成大部分裁员计划，裁员比例达 15%，并计划在年底前将员工总数从第二季度末的水平再削减超过20%，降至 7.5万人。目标是在2025年将运营费用削减至170亿美元。</p></li></ul><h2 id=\"id_874943040\">本季度展望</h2><ul style=\"\"><li><p style=\"text-align: start;\">与英伟达的合作</p></li></ul><p>英伟达斥资50亿美元入股英特尔，并将与其联合开发面向PC与数据中心的芯片。根据双方协议，英伟达将以每股23.28美元购入英特尔普通股。</p><p>双方合作内容方面，英特尔将在新一代PC芯片中引入英伟达的图形处理技术，并为基于英伟达硬件构建的数据中心产品提供处理器支持。</p><ul style=\"\"><li><p>新型AI芯片进展</p></li></ul><p>英特尔计划于明年推出一款用于数据中心的新型人工智能芯片。英特尔首席技术官Sachin Katti表示，这款新芯片(图形处理器)将针对能源效率进行优化，并支持多种用途，例如运行人工智能应用程序或进行推理。这意味着英特尔以此再次发力，试图打入人工智能芯片市场。</p><p>这款名为Crescent Island的新芯片是这家陷入困境的美国芯片制造商为利用人工智能支出热潮而做出的最新尝试，该热潮已为 AMD和英伟达带来了数十亿美元的收入。</p><h2 id=\"id_3695280796\">分析师观点</h2><p style=\"text-align: start;\">整体而言，华尔街分析师对英特尔的态度仍趋于谨慎，平均评级为 “持有（Hold）”。</p><p>在跟踪该股的 41 位分析师 中，2 位 给出“强力买入（Strong Buy）”评级，33 位 为“持有（Hold）”，1 位 为“适度卖出（Moderate Sell）”，5 位 为“强力卖出（Strong Sell）”。</p><p style=\"text-align: start;\">瑞银维持“中性”评级，模型假设Q3营收约128亿美元、每股收益约0.16美元，关注CCG环比改善幅度与DCAI利润率趋势。</p><p>高盛小幅下修英特尔Q3至营收约126亿美元、每股收益约0.15美元，强调“Gaudi 3供货进度与至强6份额”是决定性变量。伯恩斯坦维持“市场表现”，指出“Q2提前拉货或透支Q3，代工投入与产品路线图尚待验证盈利路径”。</p><p><em>此内容基于Tiger AI及彭博数据生成，内容仅供参考。</em></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>财报前瞻 | 市场预计英特尔三季度业绩平平，关注与英伟达的合作、新型AI芯片进展</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财报前瞻 | 市场预计英特尔三季度业绩平平，关注与英伟达的合作、新型AI芯片进展\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\">2025-10-16 15:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: start;\"><a href=\"https://laohu8.com/S/INTC\">英特尔</a> 将于10月23日美股盘后公布25年第三季度财报。在财报公布前，根据彭博分析师预期，预计英特尔三季度调整后净利润录得2678万美元；预计英特尔三季度营业收入录得131亿美元。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b725038df2ffc8dbd473a70e6daa3dab\" title=\"\" tg-width=\"1213\" tg-height=\"406\"/></p><h2 id=\"id_2742539018\">上季度回顾</h2><p style=\"text-align: start;\">英特尔二季度实现营收129亿美元，超出分析师预期的119亿美元。其核心的数据中心和AI营收也双双超预期。然而，这看似强劲的表象背后，却是“惨淡”的盈利能力。具体来看：</p><ul style=\"\"><li><p>盈利能力是核心痛点：调整后每股亏损0.10美元，远逊于市场预期的盈利。第二季度调整后毛利率仅为 30%，预计第三季度回升至 36%。第三季度营收指引（126-136亿美元）中值高于预期，但盈利指引仅为“盈亏平衡”，再次低于市场预期的每股盈利4美分。</p></li><li><p>代工业务成“财务黑洞”：PC计算机收入79亿美元，数据中心收入39亿美元，均超预期，部分得益于PC制造商为应对潜在关税而提前备货。然而，芯片代工（Foundry）业务在贡献 44亿美元收入的同时，但录得高达31.7亿美元的经营亏损。</p></li><li><p>公司将取消德国和波兰的建厂项目，放缓俄亥俄州工厂进度，未来对14A等先进制程的投资将严格取决于“已确认的客户订单”。</p></li><li><p>大规模裁员与支出削减：公司已完成大部分裁员计划，裁员比例达 15%，并计划在年底前将员工总数从第二季度末的水平再削减超过20%，降至 7.5万人。目标是在2025年将运营费用削减至170亿美元。</p></li></ul><h2 id=\"id_874943040\">本季度展望</h2><ul style=\"\"><li><p style=\"text-align: start;\">与英伟达的合作</p></li></ul><p>英伟达斥资50亿美元入股英特尔，并将与其联合开发面向PC与数据中心的芯片。根据双方协议，英伟达将以每股23.28美元购入英特尔普通股。</p><p>双方合作内容方面，英特尔将在新一代PC芯片中引入英伟达的图形处理技术，并为基于英伟达硬件构建的数据中心产品提供处理器支持。</p><ul style=\"\"><li><p>新型AI芯片进展</p></li></ul><p>英特尔计划于明年推出一款用于数据中心的新型人工智能芯片。英特尔首席技术官Sachin Katti表示，这款新芯片(图形处理器)将针对能源效率进行优化，并支持多种用途，例如运行人工智能应用程序或进行推理。这意味着英特尔以此再次发力，试图打入人工智能芯片市场。</p><p>这款名为Crescent Island的新芯片是这家陷入困境的美国芯片制造商为利用人工智能支出热潮而做出的最新尝试，该热潮已为 AMD和英伟达带来了数十亿美元的收入。</p><h2 id=\"id_3695280796\">分析师观点</h2><p style=\"text-align: start;\">整体而言，华尔街分析师对英特尔的态度仍趋于谨慎，平均评级为 “持有（Hold）”。</p><p>在跟踪该股的 41 位分析师 中，2 位 给出“强力买入（Strong Buy）”评级，33 位 为“持有（Hold）”，1 位 为“适度卖出（Moderate Sell）”，5 位 为“强力卖出（Strong Sell）”。</p><p style=\"text-align: start;\">瑞银维持“中性”评级，模型假设Q3营收约128亿美元、每股收益约0.16美元，关注CCG环比改善幅度与DCAI利润率趋势。</p><p>高盛小幅下修英特尔Q3至营收约126亿美元、每股收益约0.15美元，强调“Gaudi 3供货进度与至强6份额”是决定性变量。伯恩斯坦维持“市场表现”，指出“Q2提前拉货或透支Q3，代工投入与产品路线图尚待验证盈利路径”。</p><p><em>此内容基于Tiger AI及彭博数据生成，内容仅供参考。</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e58fcd4a67c330616cf11ed02c0ac7c5","relate_stocks":{"INTC":"英特尔","04335":"英特尔-T"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1173757861","content_text":"英特尔 将于10月23日美股盘后公布25年第三季度财报。在财报公布前，根据彭博分析师预期，预计英特尔三季度调整后净利润录得2678万美元；预计英特尔三季度营业收入录得131亿美元。上季度回顾英特尔二季度实现营收129亿美元，超出分析师预期的119亿美元。其核心的数据中心和AI营收也双双超预期。然而，这看似强劲的表象背后，却是“惨淡”的盈利能力。具体来看：盈利能力是核心痛点：调整后每股亏损0.10美元，远逊于市场预期的盈利。第二季度调整后毛利率仅为 30%，预计第三季度回升至 36%。第三季度营收指引（126-136亿美元）中值高于预期，但盈利指引仅为“盈亏平衡”，再次低于市场预期的每股盈利4美分。代工业务成“财务黑洞”：PC计算机收入79亿美元，数据中心收入39亿美元，均超预期，部分得益于PC制造商为应对潜在关税而提前备货。然而，芯片代工（Foundry）业务在贡献 44亿美元收入的同时，但录得高达31.7亿美元的经营亏损。公司将取消德国和波兰的建厂项目，放缓俄亥俄州工厂进度，未来对14A等先进制程的投资将严格取决于“已确认的客户订单”。大规模裁员与支出削减：公司已完成大部分裁员计划，裁员比例达 15%，并计划在年底前将员工总数从第二季度末的水平再削减超过20%，降至 7.5万人。目标是在2025年将运营费用削减至170亿美元。本季度展望与英伟达的合作英伟达斥资50亿美元入股英特尔，并将与其联合开发面向PC与数据中心的芯片。根据双方协议，英伟达将以每股23.28美元购入英特尔普通股。双方合作内容方面，英特尔将在新一代PC芯片中引入英伟达的图形处理技术，并为基于英伟达硬件构建的数据中心产品提供处理器支持。新型AI芯片进展英特尔计划于明年推出一款用于数据中心的新型人工智能芯片。英特尔首席技术官Sachin Katti表示，这款新芯片(图形处理器)将针对能源效率进行优化，并支持多种用途，例如运行人工智能应用程序或进行推理。这意味着英特尔以此再次发力，试图打入人工智能芯片市场。这款名为Crescent Island的新芯片是这家陷入困境的美国芯片制造商为利用人工智能支出热潮而做出的最新尝试，该热潮已为 AMD和英伟达带来了数十亿美元的收入。分析师观点整体而言，华尔街分析师对英特尔的态度仍趋于谨慎，平均评级为 “持有（Hold）”。在跟踪该股的 41 位分析师 中，2 位 给出“强力买入（Strong Buy）”评级，33 位 为“持有（Hold）”，1 位 为“适度卖出（Moderate Sell）”，5 位 为“强力卖出（Strong Sell）”。瑞银维持“中性”评级，模型假设Q3营收约128亿美元、每股收益约0.16美元，关注CCG环比改善幅度与DCAI利润率趋势。高盛小幅下修英特尔Q3至营收约126亿美元、每股收益约0.15美元，强调“Gaudi 3供货进度与至强6份额”是决定性变量。伯恩斯坦维持“市场表现”，指出“Q2提前拉货或透支Q3，代工投入与产品路线图尚待验证盈利路径”。此内容基于Tiger AI及彭博数据生成，内容仅供参考。","news_type":1,"symbols_score_info":{"INTC":1.1,"04335":1.1}},"isVote":1,"tweetType":1,"viewCount":223,"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。 跟富途的差距不在一个数量级上了","text":"$老虎证券(TIGR)$ 烂如狗屎。 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":497,"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":185,"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 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":432,"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 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":{"BK4548":"巴美列捷福持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","TSDD":"2倍做空TSLA ETF-GraniteShares","TSYY":"收益增强TSLA ETF-GraniteShares","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU0823414478.USD":"法巴经典能源转换基金","LU0056508442.USD":"贝莱德世界科技基金A2","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4099":"汽车制造商","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","BK4585":"ETF&股票定投概念","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4555":"新能源车","META":"Meta Platforms, Inc.","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","TSII":"REX TSLA Growth & Income ETF","BK4588":"碎股","BK4550":"红杉资本持仓","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","TSL":"1.25倍做多TSLA ETF-GraniteShares","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","TSLG":"2倍做多TSLA ETF-Leverage Shares","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","BK4598":"佩洛西持仓","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","TSLA":"特斯拉","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","BK4551":"寇图资本持仓","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","TSLI":"2倍做多TSLA ETF-ProShares","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","MSFT":"微软","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","TSLP":"TSLA收益溢价策略ETF-Kurv","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","TSLQ":"2倍做空TSLA ETF-Tradr","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","TSLR":"2倍做多TSLA ETF-GraniteShares","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","TSLS":"1倍做空TSLA ETF-Direxion","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","TSLT":"2倍做多TSLA ETF-T-Rex","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","AAPL":"苹果","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","TSLW":"TSLA周配息ETF-Roundhill","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","TSLY":"TSLA期权收益策略ETF-YieldMax","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","TSLZ":"2倍做空TSLA ETF-T-Rex","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4604":"机器人概念","BK4527":"明星科技股","TESL":"Simplify Volt TSLA Revolution ETF","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","TEST":"YieldMax TSLA Performance & Distribution Target 25 ETF","NVDA":"英伟达","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","07766":"南方两倍做多特斯拉","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","BK4612":"AI芯片","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4574":"无人驾驶","LU0823411888.USD":"法巴消费创新基金 Cap","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","BK4581":"高盛持仓","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","GOOG":"谷歌","BK4543":"AI","SG9999015978.USD":"利安颠覆性创新基金A","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","BK4511":"特斯拉概念","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","TLA":"GraniteShares Autocallable TSLA ETF","BK4534":"瑞士信贷持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","BK4516":"特朗普概念","AMZN":"亚马逊","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","BK4535":"淡马锡持仓","UFO":"Procure Space ETF","BK4592":"伊斯兰概念","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1428907.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2627285266","content_text":"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英伟达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。‌‌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。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。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。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。 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。”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。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项目高达数百亿美元的潜在总成本，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。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。","news_type":1,"symbols_score_info":{"TSLP":0.6,"TSLQ":0.6,"TSL":0.6,"TSLT":0.6,"GOOG":0.6,"07766":0.6,"TSYY":0.6,"CRSH":0.6,"TSLG":0.6,"NVDA":0.6,"TSLS":0.6,"TSLA":1.98,"AMZN":0.6,"TLA":0.6,"TSLO":0.6,"TSLZ":0.6,"TSLI":0.6,"TSLY":0.6,"TSLR":0.6,"META":0.6,"TESL":0.6,"TSLW":0.6,"TEST":0.6,"AAPL":0.6,"TSII":0.6,"MSFT":0.6,"UFO":0.6,"TSDD":0.6}},"isVote":1,"tweetType":1,"viewCount":1002,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554161844410352,"gmtCreate":1776328057622,"gmtModify":1776328287394,"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; 直接上72， 干掉amd得了。&nbsp;","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>&nbsp; 直接上72， 干掉amd得了。&nbsp;","text":"$英特尔(INTC)$ 直接上72， 干掉amd得了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554161844410352","isVote":1,"tweetType":1,"viewCount":863,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553539977412960,"gmtCreate":1776176162147,"gmtModify":1776176165100,"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":"半导体行top20，唯一利润为负，但市值3000亿刀，唯一！。&nbsp;也是英特尔历史上最高价格， 但利润，市场份额，行业地位和历史最高点，不在一个水平上了。[难过]&nbsp; [难过]&nbsp; [难过]&nbsp; 看不懂","listText":"半导体行top20，唯一利润为负，但市值3000亿刀，唯一！。&nbsp;也是英特尔历史上最高价格， 但利润，市场份额，行业地位和历史最高点，不在一个水平上了。[难过]&nbsp; [难过]&nbsp; [难过]&nbsp; 看不懂","text":"半导体行top20，唯一利润为负，但市值3000亿刀，唯一！。 也是英特尔历史上最高价格， 但利润，市场份额，行业地位和历史最高点，不在一个水平上了。[难过] [难过] [难过] 看不懂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553539977412960","repostId":"2627464201","repostType":2,"repost":{"id":"2627464201","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1776124758,"share":"https://www.laohu8.com/m/news/2627464201?lang=zh_CN&edition=full","pubTime":"2026-04-14 07:59","market":"nz","language":"zh","title":"9连涨！英特尔创纪录，CPU“涨价”与马斯克“期权”双重加持","url":"https://stock-news.laohu8.com/highlight/detail?id=2627464201","media":"华尔街见闻","summary":"英特尔股价九连涨创历史纪录，58天累涨58%，服务器CPU提价10%、马斯克Terafab合作、14A制程节点等多重利好接踵而至。然而，瑞银分析师警告，当前估值已对应2030年乐观预期约20倍，\"上行空间相当有限\"，长期盈利能力仍存疑虑。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/INTC\">英特尔</a>股价正经历有史以来最强劲的连涨行情，但分析师警告，估值已趋于丰厚，进一步上行空间或受限。</p><p>周一，英特尔美股股价收涨4.52%，连续第九个交易日收红，创下有史以来最佳九连涨纪录。据道琼斯市场数据，该股在此期间累计涨幅达58.29%，过去一个月涨幅约40%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e446d31096698760b246569d0a0ae6b6\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>推动此轮行情的核心驱动力，<strong>来自服务器CPU需求回暖、产品提价，以及与马斯克旗下Terafab达成的芯片制造合作协议。</strong></p><p>然而，瑞银分析师Timothy Arcuri在周一的研究报告中指出，英特尔股价目前对应2030年乐观情景共识预期约20倍，“意味着当前水平的上行空间已相当有限”。尽管如此，他仍预计该股在今年余下时间内将&#34;偏向上行&#34;。</p><h2 id=\"id_4277685628\">服务器CPU需求回暖，提价约10%</h2><p>Arcuri表示，在英特尔月底发布季度财报之前，他预期业绩和指引均将强劲，主要依据是个人电脑需求&#34;具有韧性&#34;，而服务器CPU需求正&#34;实质性走高&#34;。</p><p>值得关注的是，英特尔已将服务器CPU价格上调约10%。Arcuri预计，需求将在今年持续攀升，尤其是企业端市场——他估计该细分市场约占英特尔服务器CPU整体营收的60%。</p><h2 id=\"id_1651037598\">马斯克Terafab合作，俄亥俄晶圆厂前景受关注</h2><p>近期，英特尔接连签署多项芯片制造协议，提振了投资者和华尔街对其晶圆代工业务前景的信心。</p><p><strong>本月早些时候，英特尔宣布与马斯克旗下Terafab建立合作伙伴关系，聚焦为<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、SpaceX及xAI制造芯片。</strong>Arcuri指出，若英特尔位于俄亥俄州的晶圆厂与该合资企业实现整合，“将进一步增强市场对代工业务前景的信心”。不过，考虑到运营搭建所需时间，这更多属于长期叙事。</p><p>此外，英特尔还宣布回购其在爱尔兰Fab 34相关合资企业中持有的49%股权。Arcuri此前曾将此举称为&#34;向其晶圆厂融资模式重新注入运营杠杆的重要第一步&#34;。</p><h2 id=\"id_191718287\">14A制程节点，代工业务关键催化剂待释放</h2><p>Arcuri将英特尔即将发布的14A制程节点工艺设计套件（PDK）视为&#34;代工业务的关键催化剂&#34;。华尔街普遍认为，14A制程对于英特尔吸引外部客户、重夺芯片制造领导地位至关重要。</p><p>不过，Arcuri在周一报告中也坦言，即便英特尔从<a href=\"https://laohu8.com/S/BAM\">Brookfield Asset Management</a>手中回购其在亚利桑那州晶圆厂半导体共同投资计划（SCIP）中的股权，他目前对英特尔的长期盈利能力仍存有疑虑。英特尔的SCIP机制允许其与外部投资者共同出资支持制造业扩张，同时保留多数控制权。</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>9连涨！英特尔创纪录，CPU“涨价”与马斯克“期权”双重加持</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\">\n9连涨！英特尔创纪录，CPU“涨价”与马斯克“期权”双重加持\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-04-14 07:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/INTC\">英特尔</a>股价正经历有史以来最强劲的连涨行情，但分析师警告，估值已趋于丰厚，进一步上行空间或受限。</p><p>周一，英特尔美股股价收涨4.52%，连续第九个交易日收红，创下有史以来最佳九连涨纪录。据道琼斯市场数据，该股在此期间累计涨幅达58.29%，过去一个月涨幅约40%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e446d31096698760b246569d0a0ae6b6\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>推动此轮行情的核心驱动力，<strong>来自服务器CPU需求回暖、产品提价，以及与马斯克旗下Terafab达成的芯片制造合作协议。</strong></p><p>然而，瑞银分析师Timothy Arcuri在周一的研究报告中指出，英特尔股价目前对应2030年乐观情景共识预期约20倍，“意味着当前水平的上行空间已相当有限”。尽管如此，他仍预计该股在今年余下时间内将&#34;偏向上行&#34;。</p><h2 id=\"id_4277685628\">服务器CPU需求回暖，提价约10%</h2><p>Arcuri表示，在英特尔月底发布季度财报之前，他预期业绩和指引均将强劲，主要依据是个人电脑需求&#34;具有韧性&#34;，而服务器CPU需求正&#34;实质性走高&#34;。</p><p>值得关注的是，英特尔已将服务器CPU价格上调约10%。Arcuri预计，需求将在今年持续攀升，尤其是企业端市场——他估计该细分市场约占英特尔服务器CPU整体营收的60%。</p><h2 id=\"id_1651037598\">马斯克Terafab合作，俄亥俄晶圆厂前景受关注</h2><p>近期，英特尔接连签署多项芯片制造协议，提振了投资者和华尔街对其晶圆代工业务前景的信心。</p><p><strong>本月早些时候，英特尔宣布与马斯克旗下Terafab建立合作伙伴关系，聚焦为<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、SpaceX及xAI制造芯片。</strong>Arcuri指出，若英特尔位于俄亥俄州的晶圆厂与该合资企业实现整合，“将进一步增强市场对代工业务前景的信心”。不过，考虑到运营搭建所需时间，这更多属于长期叙事。</p><p>此外，英特尔还宣布回购其在爱尔兰Fab 34相关合资企业中持有的49%股权。Arcuri此前曾将此举称为&#34;向其晶圆厂融资模式重新注入运营杠杆的重要第一步&#34;。</p><h2 id=\"id_191718287\">14A制程节点，代工业务关键催化剂待释放</h2><p>Arcuri将英特尔即将发布的14A制程节点工艺设计套件（PDK）视为&#34;代工业务的关键催化剂&#34;。华尔街普遍认为，14A制程对于英特尔吸引外部客户、重夺芯片制造领导地位至关重要。</p><p>不过，Arcuri在周一报告中也坦言，即便英特尔从<a href=\"https://laohu8.com/S/BAM\">Brookfield Asset Management</a>手中回购其在亚利桑那州晶圆厂半导体共同投资计划（SCIP）中的股权，他目前对英特尔的长期盈利能力仍存有疑虑。英特尔的SCIP机制允许其与外部投资者共同出资支持制造业扩张，同时保留多数控制权。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e58fcd4a67c330616cf11ed02c0ac7c5","relate_stocks":{"LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4585":"ETF&股票定投概念","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","BK4555":"新能源车","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1548497426.USD":"安联环球人工智能AT Acc","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4550":"红杉资本持仓","BK4588":"碎股","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","BK4551":"寇图资本持仓","BK4598":"佩洛西持仓","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","BK4602":"量子计算概念","BK4529":"IDC概念","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","04335":"英特尔-T","LU0823411888.USD":"法巴消费创新基金 Cap","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","BK4605":"半导体精选","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","BK4604":"机器人概念","INTC":"英特尔","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","BK4527":"明星科技股","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","BK4575":"芯片概念","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","BK4612":"AI芯片","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","BK4579":"人工智能","LU0056508442.USD":"贝莱德世界科技基金A2","LU0823414478.USD":"法巴经典能源转换基金","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4574":"无人驾驶","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4581":"高盛持仓","BK4512":"苹果概念","BK4543":"AI","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","BK4511":"特斯拉概念","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4141":"半导体产品","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","BK4534":"瑞士信贷持仓","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","BK4516":"特朗普概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4535":"淡马锡持仓","BK4515":"5G概念","BK4592":"伊斯兰概念","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","BK4548":"巴美列捷福持仓","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","BK4554":"元宇宙及AR概念","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","BK4099":"汽车制造商"},"source_url":"https://wallstreetcn.com/articles/3769888","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2627464201","content_text":"英特尔股价正经历有史以来最强劲的连涨行情，但分析师警告，估值已趋于丰厚，进一步上行空间或受限。周一，英特尔美股股价收涨4.52%，连续第九个交易日收红，创下有史以来最佳九连涨纪录。据道琼斯市场数据，该股在此期间累计涨幅达58.29%，过去一个月涨幅约40%。推动此轮行情的核心驱动力，来自服务器CPU需求回暖、产品提价，以及与马斯克旗下Terafab达成的芯片制造合作协议。然而，瑞银分析师Timothy Arcuri在周一的研究报告中指出，英特尔股价目前对应2030年乐观情景共识预期约20倍，“意味着当前水平的上行空间已相当有限”。尽管如此，他仍预计该股在今年余下时间内将\"偏向上行\"。服务器CPU需求回暖，提价约10%Arcuri表示，在英特尔月底发布季度财报之前，他预期业绩和指引均将强劲，主要依据是个人电脑需求\"具有韧性\"，而服务器CPU需求正\"实质性走高\"。值得关注的是，英特尔已将服务器CPU价格上调约10%。Arcuri预计，需求将在今年持续攀升，尤其是企业端市场——他估计该细分市场约占英特尔服务器CPU整体营收的60%。马斯克Terafab合作，俄亥俄晶圆厂前景受关注近期，英特尔接连签署多项芯片制造协议，提振了投资者和华尔街对其晶圆代工业务前景的信心。本月早些时候，英特尔宣布与马斯克旗下Terafab建立合作伙伴关系，聚焦为特斯拉、SpaceX及xAI制造芯片。Arcuri指出，若英特尔位于俄亥俄州的晶圆厂与该合资企业实现整合，“将进一步增强市场对代工业务前景的信心”。不过，考虑到运营搭建所需时间，这更多属于长期叙事。此外，英特尔还宣布回购其在爱尔兰Fab 34相关合资企业中持有的49%股权。Arcuri此前曾将此举称为\"向其晶圆厂融资模式重新注入运营杠杆的重要第一步\"。14A制程节点，代工业务关键催化剂待释放Arcuri将英特尔即将发布的14A制程节点工艺设计套件（PDK）视为\"代工业务的关键催化剂\"。华尔街普遍认为，14A制程对于英特尔吸引外部客户、重夺芯片制造领导地位至关重要。不过，Arcuri在周一报告中也坦言，即便英特尔从Brookfield Asset Management手中回购其在亚利桑那州晶圆厂半导体共同投资计划（SCIP）中的股权，他目前对英特尔的长期盈利能力仍存有疑虑。英特尔的SCIP机制允许其与外部投资者共同出资支持制造业扩张，同时保留多数控制权。","news_type":1,"symbols_score_info":{"INTC":2,"04335":2}},"isVote":1,"tweetType":1,"viewCount":584,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553426666180640,"gmtCreate":1776148578127,"gmtModify":1776148580817,"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":"每天3亿回购， 不能停， 连续2周","listText":"每天3亿回购， 不能停， 连续2周","text":"每天3亿回购， 不能停， 连续2周","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553426666180640","repostId":"1185299455","repostType":2,"repost":{"id":"1185299455","kind":"news","weMediaInfo":{"introduction":"港美股公告全覆盖","home_visible":1,"media_name":"公告速递","id":"1097772564","head_image":"https://community-static.tradeup.com/news/ed558ed0402cbe7d1ef4d150458f2b2e"},"pubTimestamp":1776075451,"share":"https://www.laohu8.com/m/news/1185299455?lang=zh_CN&edition=full","pubTime":"2026-04-13 18:17","market":"sh","language":"zh","title":"小米集团-W：4月13日回购810万股，耗资约2.48亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1185299455","media":"公告速递","summary":"2026年4月13日，小米集团-W公告了翌日披露报表，披露两项股份变动情况。发行完成后，B类普通股由21,460,272,698股增至21,460,544,698股。此外，公司当日于香港联交所场内回购8,100,000股B类普通股，占已发行股本约0.031%，每股回购价介乎30.54港元至30.76港元，总耗资248,371,044港元。公司于公告中确认，相关股份发行及回购事宜均已遵守香港联交所证券上市规则及相关法律法规，本公告由公司首席财务官林世伟签署。","content":"<p>2026年4月13日，小米集团-W（01810）公告了翌日披露报表，披露两项股份变动情况。</p>\n<p>公司于同日因股份奖励计划向非董事参与人发行272,000股B类普通股，每股发行价为1.70港元，占发行前已发行股本（不包括库藏股）约0.001%。发行完成后，B类普通股由21,460,272,698股增至21,460,544,698股。</p>\n<p>此外，公司当日于香港联交所场内回购8,100,000股B类普通股，占已发行股本（不包括库藏股）约0.031%，每股回购价介乎30.54港元至30.76港元，总耗资248,371,044港元（约2.48亿港元）。根据公告，2025年6月5日通过的购回授权可回购2,594,916,968股，公司已累计购回329,169,200股。</p>\n<p>公司于公告中确认，相关股份发行及回购事宜均已遵守香港联交所证券上市规则及相关法律法规，本公告由公司首席财务官林世伟签署。</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>小米集团-W：4月13日回购810万股，耗资约2.48亿港元</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小米集团-W：4月13日回购810万股，耗资约2.48亿港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1097772564\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/ed558ed0402cbe7d1ef4d150458f2b2e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">公告速递 </p>\n<p class=\"h-time\">2026-04-13 18:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2026年4月13日，小米集团-W（01810）公告了翌日披露报表，披露两项股份变动情况。</p>\n<p>公司于同日因股份奖励计划向非董事参与人发行272,000股B类普通股，每股发行价为1.70港元，占发行前已发行股本（不包括库藏股）约0.001%。发行完成后，B类普通股由21,460,272,698股增至21,460,544,698股。</p>\n<p>此外，公司当日于香港联交所场内回购8,100,000股B类普通股，占已发行股本（不包括库藏股）约0.031%，每股回购价介乎30.54港元至30.76港元，总耗资248,371,044港元（约2.48亿港元）。根据公告，2025年6月5日通过的购回授权可回购2,594,916,968股，公司已累计购回329,169,200股。</p>\n<p>公司于公告中确认，相关股份发行及回购事宜均已遵守香港联交所证券上市规则及相关法律法规，本公告由公司首席财务官林世伟签署。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01810":"小米集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185299455","content_text":"2026年4月13日，小米集团-W（01810）公告了翌日披露报表，披露两项股份变动情况。\n公司于同日因股份奖励计划向非董事参与人发行272,000股B类普通股，每股发行价为1.70港元，占发行前已发行股本（不包括库藏股）约0.001%。发行完成后，B类普通股由21,460,272,698股增至21,460,544,698股。\n此外，公司当日于香港联交所场内回购8,100,000股B类普通股，占已发行股本（不包括库藏股）约0.031%，每股回购价介乎30.54港元至30.76港元，总耗资248,371,044港元（约2.48亿港元）。根据公告，2025年6月5日通过的购回授权可回购2,594,916,968股，公司已累计购回329,169,200股。\n公司于公告中确认，相关股份发行及回购事宜均已遵守香港联交所证券上市规则及相关法律法规，本公告由公司首席财务官林世伟签署。","news_type":1,"symbols_score_info":{"01810":1}},"isVote":1,"tweetType":1,"viewCount":508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553209916768616,"gmtCreate":1776095581129,"gmtModify":1776095583322,"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; 只能说疯了[捂脸]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>&nbsp; 只能说疯了[捂脸]&nbsp;&nbsp;","text":"$英特尔(INTC)$ 只能说疯了[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553209916768616","isVote":1,"tweetType":1,"viewCount":523,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553208271135152,"gmtCreate":1776095179380,"gmtModify":1776095182227,"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":"市值千亿的半导体没有亏损的。 即使业绩达标，也还是最贵的半导体公啊！","listText":"市值千亿的半导体没有亏损的。 即使业绩达标，也还是最贵的半导体公啊！","text":"市值千亿的半导体没有亏损的。 即使业绩达标，也还是最贵的半导体公啊！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553208271135152","repostId":"2627308514","repostType":2,"repost":{"id":"2627308514","kind":"news","pubTimestamp":1776084510,"share":"https://www.laohu8.com/m/news/2627308514?lang=zh_CN&edition=full","pubTime":"2026-04-13 20:48","market":"us","language":"zh","title":"从低谷翻红！英特尔连涨八日狂增千亿市值，分析师谨慎乐观","url":"https://stock-news.laohu8.com/highlight/detail?id=2627308514","media":"智通财经","summary":"英特尔股价连续8个交易日飙升，市值增加了逾1000亿美元，使其成为标普500指数中最热门的股票之一。不过，华尔街分析师仍对该股持谨慎乐观的看法。目前，英特尔的预期市盈率超过90倍，创历史新高。英特尔估值倍数飙升至历史新高然而，一些分析师表示，投资者需要从更长远的角度来看待该公司。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/INTC\">英特尔</a>股价连续8个交易日飙升，市值增加了逾1000亿美元，使其成为<a href=\"https://laohu8.com/S/161125\">标普500</a>指数中最热门的股票之一。不过，华尔街分析师仍对该股持谨慎乐观的看法。</p><p><strong>英特尔从谷底逆袭成“顶流”</strong></p><p>过去两周的一系列利好消息重振了投资者的热情，他们认为这家芯片制造商或许能够扭转多年来业绩不佳的局面。英特尔股价刚刚创下自2020年1月以来的最佳单周表现，并在过去八个交易日内飙升了51% ，创下1971年上市以来同类交易时段的最大涨幅纪录。</p><p>管理着约10亿美元资产并持有英特尔股票的Great Hill Capital董事长兼董事总经理Thomas Hayes表示：“它显然脱离了续命状态。”</p><p>此轮涨势由4月初的一则公告点燃：英特尔同意斥资142亿美元从<a href=\"https://laohu8.com/S/APO\">阿波罗全球管理</a>手中回购其爱尔兰一家工厂的半数股权。外界认为，此举证明该公司的转型已取得进展。</p><p>Hayes表示：“它已将自身定位在扩张阶段，而非求生阶段。”</p><p>英特尔股价创下2000年以来最大单周涨幅</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/720866de70c2815ce683fe869c0c6f1a\" tg-width=\"656\" tg-height=\"516\"/></p><p>上周，英特尔宣布将加入埃隆·马斯克的Terafab项目，为<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、SpaceX和xAI开发半导体，这一消息再次提振了英特尔股价。随后，Alphabet旗下的<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>承诺将在数据中心使用英特尔未来几代的至强处理器。</p><p>此轮上涨已推动英特尔股价今年以来累计涨幅达69%，而去年该股更是因<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/SFTBY\">软银集团</a>以及美国政府的投资而上涨了 84%。目前，美国政府持有的英特尔股份价值约270亿美元，是其最初投资额的三倍多，略低于美国每年用于儿童保育服务的支出。</p><p>“英特尔的发展势头持续强劲，”Melius Research 分析师Ben Reitzes上周五在报告中写道，他今年第三次上调了该股的目标价。“英特尔作为战略代工资产的价值论点似乎每天都在得到验证。”</p><p>该股目前仍比2020年的高点下跌了约8.9%，而标普500指数则上涨了100%以上，这一涨幅部分得益于像英伟达、<a href=\"https://laohu8.com/S/AVGO\">博通</a>以及<a href=\"https://laohu8.com/S/MU\">美光科技</a>等主要人工智能芯片制造商的股价飙升。</p><p><strong>华尔街分析师谨慎乐观</strong></p><p>华尔街分析师也远未确信英特尔已经走出至暗时刻。Bloomberg跟踪的52位覆盖该股的分析师中，仅有10人给予“买入”评级，6位给予“卖出”评级，卖出评级的数量是标普500成分股平均水平的两倍多。英特尔的综合评级(反映买入、持有、卖出比例的指标)仅为3.15分(满分5分)，在芯片厂商中垫底。此外，英特尔目前的交易价格较分析师给出的平均目标价溢价约27%，表明其股价上涨过快过猛。</p><p>目前，英特尔的预期市盈率超过90倍，创历史新高。这一数值比互联网泡沫顶峰时期高出50%以上，而芯片股指数的平均市盈率约为21倍。</p><p>英特尔估值倍数飙升至历史新高</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9323afd44b0a681325220879c6b0cb94\" tg-width=\"651\" tg-height=\"514\"/></p><p>然而，一些分析师表示，投资者需要从更长远的角度来看待该公司。Bloomberg汇编的数据显示，虽然预计英特尔今年每股将亏损约17美分，但预计到2027年其每股收益将达到33美分，到2029年将达到每股2.13美元。</p><p>Seaport Group的分析师Jay Goldberg是2026年上调该股票评级的分析师之一。他表示，华尔街“可能低估了”英特尔的长期盈利前景。尽管整个芯片行业的估值“完全疯狂”，但他认为英特尔有更大的潜力超越市场预期。</p><p>他表示：“英伟达今年想要大幅超预期上涨难度很大，相比之下，经历了几年低迷的英特尔，反倒更有可能在盈利方面实现惊喜上行。”</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>从低谷翻红！英特尔连涨八日狂增千亿市值，分析师谨慎乐观</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从低谷翻红！英特尔连涨八日狂增千亿市值，分析师谨慎乐观\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-13 20:48 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1427870.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英特尔股价连续8个交易日飙升，市值增加了逾1000亿美元，使其成为标普500指数中最热门的股票之一。不过，华尔街分析师仍对该股持谨慎乐观的看法。英特尔从谷底逆袭成“顶流”过去两周的一系列利好消息重振了投资者的热情，他们认为这家芯片制造商或许能够扭转多年来业绩不佳的局面。英特尔股价刚刚创下自2020年1月以来的最佳单周表现，并在过去八个交易日内飙升了51% ，创下1971年上市以来同类交易时段的最大...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1427870.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/e58fcd4a67c330616cf11ed02c0ac7c5","relate_stocks":{"BK4612":"AI芯片","INTC":"英特尔","BK4550":"红杉资本持仓","BK4579":"人工智能","BK4588":"碎股","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","BK4605":"半导体精选","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","BK4512":"苹果概念","BK4543":"AI","BK4527":"明星科技股","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4585":"ETF&股票定投概念","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","INTW":"2倍做多INTC ETF-GraniteShares","BK4529":"IDC概念","BK4602":"量子计算概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4515":"5G概念","BK4575":"芯片概念","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LINT":"Direxion Daily INTC Bull 2X ETF","BK4535":"淡马锡持仓","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1427870.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2627308514","content_text":"英特尔股价连续8个交易日飙升，市值增加了逾1000亿美元，使其成为标普500指数中最热门的股票之一。不过，华尔街分析师仍对该股持谨慎乐观的看法。英特尔从谷底逆袭成“顶流”过去两周的一系列利好消息重振了投资者的热情，他们认为这家芯片制造商或许能够扭转多年来业绩不佳的局面。英特尔股价刚刚创下自2020年1月以来的最佳单周表现，并在过去八个交易日内飙升了51% ，创下1971年上市以来同类交易时段的最大涨幅纪录。管理着约10亿美元资产并持有英特尔股票的Great Hill Capital董事长兼董事总经理Thomas Hayes表示：“它显然脱离了续命状态。”此轮涨势由4月初的一则公告点燃：英特尔同意斥资142亿美元从阿波罗全球管理手中回购其爱尔兰一家工厂的半数股权。外界认为，此举证明该公司的转型已取得进展。Hayes表示：“它已将自身定位在扩张阶段，而非求生阶段。”英特尔股价创下2000年以来最大单周涨幅上周，英特尔宣布将加入埃隆·马斯克的Terafab项目，为特斯拉、SpaceX和xAI开发半导体，这一消息再次提振了英特尔股价。随后，Alphabet旗下的谷歌承诺将在数据中心使用英特尔未来几代的至强处理器。此轮上涨已推动英特尔股价今年以来累计涨幅达69%，而去年该股更是因英伟达、软银集团以及美国政府的投资而上涨了 84%。目前，美国政府持有的英特尔股份价值约270亿美元，是其最初投资额的三倍多，略低于美国每年用于儿童保育服务的支出。“英特尔的发展势头持续强劲，”Melius Research 分析师Ben Reitzes上周五在报告中写道，他今年第三次上调了该股的目标价。“英特尔作为战略代工资产的价值论点似乎每天都在得到验证。”该股目前仍比2020年的高点下跌了约8.9%，而标普500指数则上涨了100%以上，这一涨幅部分得益于像英伟达、博通以及美光科技等主要人工智能芯片制造商的股价飙升。华尔街分析师谨慎乐观华尔街分析师也远未确信英特尔已经走出至暗时刻。Bloomberg跟踪的52位覆盖该股的分析师中，仅有10人给予“买入”评级，6位给予“卖出”评级，卖出评级的数量是标普500成分股平均水平的两倍多。英特尔的综合评级(反映买入、持有、卖出比例的指标)仅为3.15分(满分5分)，在芯片厂商中垫底。此外，英特尔目前的交易价格较分析师给出的平均目标价溢价约27%，表明其股价上涨过快过猛。目前，英特尔的预期市盈率超过90倍，创历史新高。这一数值比互联网泡沫顶峰时期高出50%以上，而芯片股指数的平均市盈率约为21倍。英特尔估值倍数飙升至历史新高然而，一些分析师表示，投资者需要从更长远的角度来看待该公司。Bloomberg汇编的数据显示，虽然预计英特尔今年每股将亏损约17美分，但预计到2027年其每股收益将达到33美分，到2029年将达到每股2.13美元。Seaport Group的分析师Jay Goldberg是2026年上调该股票评级的分析师之一。他表示，华尔街“可能低估了”英特尔的长期盈利前景。尽管整个芯片行业的估值“完全疯狂”，但他认为英特尔有更大的潜力超越市场预期。他表示：“英伟达今年想要大幅超预期上涨难度很大，相比之下，经历了几年低迷的英特尔，反倒更有可能在盈利方面实现惊喜上行。”","news_type":1,"symbols_score_info":{"LINT":0.6,"INTC":1.98,"INTW":0.6}},"isVote":1,"tweetType":1,"viewCount":910,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":197041412784232,"gmtCreate":1689140810950,"gmtModify":1689140812760,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563140991934227","authorIdStr":"3563140991934227"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02252\">$微创机器人-B(02252)$ &nbsp;</a> 跌破20","listText":"<a href=\"https://laohu8.com/S/02252\">$微创机器人-B(02252)$ &nbsp;</a> 跌破20","text":"$微创机器人-B(02252)$ 跌破20","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/197041412784232","isVote":1,"tweetType":1,"viewCount":2916,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3542799869083007","authorId":"3542799869083007","name":"安小怂","avatar":"https://static.tigerbbs.com/78e038fe08231dd8aa2193537dd93d0b","crmLevel":2,"crmLevelSwitch":0,"idStr":"3542799869083007","authorIdStr":"3542799869083007"},"content":"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","html":"这篇文章不错，转发给大家看看"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363597846782016,"gmtCreate":1729794281077,"gmtModify":1729794282496,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563140991934227","authorIdStr":"3563140991934227"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a>&nbsp; 这个公司董事长人品太烂！","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a>&nbsp; 这个公司董事长人品太烂！","text":"$老虎证券(TIGR)$ 这个公司董事长人品太烂！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/363597846782016","isVote":1,"tweetType":1,"viewCount":3154,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3542072429344869","authorId":"3542072429344869","name":"Winvest","avatar":"https://static.tigerbbs.com/4a95e588ed8cc9b5e8acb83aa49d00db","crmLevel":5,"crmLevelSwitch":0,"idStr":"3542072429344869","authorIdStr":"3542072429344869"},"content":"表现在哪些方面呢？","text":"表现在哪些方面呢？","html":"表现在哪些方面呢？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":507013269476304,"gmtCreate":1764813212700,"gmtModify":1764832805760,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563140991934227","authorIdStr":"3563140991934227"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a>&nbsp; 对付空头用行动说话，让空头血本无归","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a>&nbsp; 对付空头用行动说话，让空头血本无归","text":"$小米集团-W(01810)$ 对付空头用行动说话，让空头血本无归","images":[{"img":"https://static.tigerbbs.com/b68ae313c9c174081048611ec4589278","width":"1206","height":"2622"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":11,"commentSize":19,"repostSize":0,"link":"https://laohu8.com/post/507013269476304","isVote":1,"tweetType":1,"viewCount":11008,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3540337121736898","authorId":"3540337121736898","name":"尔等","avatar":"https://static.tigerbbs.com/1e680ef413e2af2b1352ca43485851c6","crmLevel":6,"crmLevelSwitch":0,"idStr":"3540337121736898","authorIdStr":"3540337121736898"},"content":"每次看到这些黑子，以不多的智慧，去评判一个万亿企业，千亿资产的名人，就觉得可笑、可悲，对自己一点认知没有。","text":"每次看到这些黑子，以不多的智慧，去评判一个万亿企业，千亿资产的名人，就觉得可笑、可悲，对自己一点认知没有。","html":"每次看到这些黑子，以不多的智慧，去评判一个万亿企业，千亿资产的名人，就觉得可笑、可悲，对自己一点认知没有。"},{"author":{"id":"3464531268576682","authorId":"3464531268576682","name":"香港卡戴珊","avatar":"https://static.tigerbbs.com/85632d161490b7756c6ca34376d14eaf","crmLevel":7,"crmLevelSwitch":0,"idStr":"3464531268576682","authorIdStr":"3464531268576682"},"content":"什么样的公司，才需要每天通过回购来稳定股价，而不是靠给出顾客好的产品和服务？","text":"什么样的公司，才需要每天通过回购来稳定股价，而不是靠给出顾客好的产品和服务？","html":"什么样的公司，才需要每天通过回购来稳定股价，而不是靠给出顾客好的产品和服务？"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":180958479,"gmtCreate":1623171552291,"gmtModify":1623242056571,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563140991934227","authorIdStr":"3563140991934227"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>估计总有100来个人申购老虎这次增发吧。&nbsp;顺带套牢一批机构。[喷血]&nbsp;[喷血]&nbsp;[喷血]&nbsp;","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>估计总有100来个人申购老虎这次增发吧。&nbsp;顺带套牢一批机构。[喷血]&nbsp;[喷血]&nbsp;[喷血]&nbsp;","text":"$老虎证券(TIGR)$估计总有100来个人申购老虎这次增发吧。 顺带套牢一批机构。[喷血] [喷血] [喷血]","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":26,"commentSize":14,"repostSize":0,"link":"https://laohu8.com/post/180958479","isVote":1,"tweetType":1,"viewCount":5753,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3542832134766434","authorId":"3542832134766434","name":"云彤","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3542832134766434","authorIdStr":"3542832134766434"},"content":"每ADS等于15普通股是什麼意思呢？是26.7/15=？","text":"每ADS等于15普通股是什麼意思呢？是26.7/15=？","html":"每ADS等于15普通股是什麼意思呢？是26.7/15=？"},{"author":{"id":"3502071543453857","authorId":"3502071543453857","name":"小虎咖啡","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"3502071543453857","authorIdStr":"3502071543453857"},"content":"怎么会呢！ 这次增发价格在23.75元左右，上市后调整几天，价格很快上摸28元至30元，参与增发的机构和个人都获利了！","text":"怎么会呢！ 这次增发价格在23.75元左右，上市后调整几天，价格很快上摸28元至30元，参与增发的机构和个人都获利了！","html":"怎么会呢！ 这次增发价格在23.75元左右，上市后调整几天，价格很快上摸28元至30元，参与增发的机构和个人都获利了！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":474845153547088,"gmtCreate":1756950495637,"gmtModify":1756950496825,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563140991934227","authorIdStr":"3563140991934227"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a>&nbsp; 雷军有啥问题，天天不见人","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a>&nbsp; 雷军有啥问题，天天不见人","text":"$小米集团-W(01810)$ 雷军有啥问题，天天不见人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/474845153547088","isVote":1,"tweetType":1,"viewCount":4173,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"150944172581572","authorId":"150944172581572","name":"hjfd","avatar":"https://static.tigerbbs.com/3f80f950a9e7dfb1acde1dc804f1954d","crmLevel":9,"crmLevelSwitch":0,"idStr":"150944172581572","authorIdStr":"150944172581572"},"content":"撞的车太多了，怕被打","text":"撞的车太多了，怕被打","html":"撞的车太多了，怕被打"},{"author":{"id":"3560925602460598","authorId":"3560925602460598","name":"威龙2025","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3560925602460598","authorIdStr":"3560925602460598"},"content":"93不还去现场了吗","text":"93不还去现场了吗","html":"93不还去现场了吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":457903906570384,"gmtCreate":1752830091074,"gmtModify":1752830092631,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563140991934227","authorIdStr":"3563140991934227"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp; 5万亿吧。 世界第三大 经济体。 富可敌国😄","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp; 5万亿吧。 世界第三大 经济体。 富可敌国😄","text":"$英伟达(NVDA)$ 5万亿吧。 世界第三大 经济体。 富可敌国😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/457903906570384","isVote":1,"tweetType":1,"viewCount":3565,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574261548903812","authorId":"3574261548903812","name":"一抹禅心","avatar":"https://static.tigerbbs.com/98beab64bb2ab1b0aed0b56cf481fe96","crmLevel":1,"crmLevelSwitch":0,"idStr":"3574261548903812","authorIdStr":"3574261548903812"},"content":"往下崩的时候也会很刺激","text":"往下崩的时候也会很刺激","html":"往下崩的时候也会很刺激"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":197045402951704,"gmtCreate":1689141847155,"gmtModify":1689141848132,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563140991934227","authorIdStr":"3563140991934227"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02252\">$微创机器人-B(02252)$ &nbsp;</a> 你不跌破20，不信","listText":"<a href=\"https://laohu8.com/S/02252\">$微创机器人-B(02252)$ &nbsp;</a> 你不跌破20，不信","text":"$微创机器人-B(02252)$ 你不跌破20，不信","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/197045402951704","isVote":1,"tweetType":1,"viewCount":4398,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4114380650434090","authorId":"4114380650434090","name":"Henry Rake","avatar":"https://static.tigerbbs.com/48bce42ed8fcd0fb4a85919cdb972373","crmLevel":1,"crmLevelSwitch":0,"idStr":"4114380650434090","authorIdStr":"4114380650434090"},"content":"等吧，这次不会回20以下了","text":"等吧，这次不会回20以下了","html":"等吧，这次不会回20以下了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323457656,"gmtCreate":1615370132875,"gmtModify":1703488001644,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563140991934227","authorIdStr":"3563140991934227"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连(NQmain)$ &nbsp;</a>今天众议院要是 否决19万亿，最大的黑天鹅就出来了[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连(NQmain)$ &nbsp;</a>今天众议院要是 否决19万亿，最大的黑天鹅就出来了[开心]&nbsp;[开心]&nbsp;[开心]&nbsp;","text":"$NQ100指数主连(NQmain)$ 今天众议院要是 否决19万亿，最大的黑天鹅就出来了[开心] [开心] [开心]","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":8,"commentSize":15,"repostSize":2,"link":"https://laohu8.com/post/323457656","isVote":1,"tweetType":1,"viewCount":10092,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557139021785024","authorId":"3557139021785024","name":"美股高峰","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3557139021785024","authorIdStr":"3557139021785024"},"content":"肯定通过。明天cpi才是最大雷。通过也不见得不会跌","text":"肯定通过。明天cpi才是最大雷。通过也不见得不会跌","html":"肯定通过。明天cpi才是最大雷。通过也不见得不会跌"},{"author":{"id":"3561177669869635","authorId":"3561177669869635","name":"howieyang123","avatar":"https://static.tigerbbs.com/35bedfe5f1c40f2d55c98a591ca2ec08","crmLevel":1,"crmLevelSwitch":0,"idStr":"3561177669869635","authorIdStr":"3561177669869635"},"content":"不太可能吧......民主党为什么要搬起石头砸自己脚","text":"不太可能吧......民主党为什么要搬起石头砸自己脚","html":"不太可能吧......民主党为什么要搬起石头砸自己脚"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489756879581392,"gmtCreate":1760596688221,"gmtModify":1760596690287,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563140991934227","authorIdStr":"3563140991934227"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/01797\">$东方甄选(01797)$&nbsp;</a>&nbsp; 用投资人的钱，买理财产品，这是多大的利空。 。。。","listText":"<a href=\"https://laohu8.com/S/01797\">$东方甄选(01797)$&nbsp;</a>&nbsp; 用投资人的钱，买理财产品，这是多大的利空。 。。。","text":"$东方甄选(01797)$ 用投资人的钱，买理财产品，这是多大的利空。 。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/489756879581392","isVote":1,"tweetType":1,"viewCount":2504,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4209376492168142","authorId":"4209376492168142","name":"wonjk","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4209376492168142","authorIdStr":"4209376492168142"},"content":"就你一天v话多","text":"就你一天v话多","html":"就你一天v话多"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355591593,"gmtCreate":1617081803612,"gmtModify":1617093044320,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563140991934227","authorIdStr":"3563140991934227"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>问一下，爆仓的原老虎亚洲基金，和 这个老虎证券有关系吗？老虎证券，连续12天大户流出，是不是给他输血去了?","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>问一下，爆仓的原老虎亚洲基金，和 这个老虎证券有关系吗？老虎证券，连续12天大户流出，是不是给他输血去了?","text":"$老虎证券(TIGR)$问一下，爆仓的原老虎亚洲基金，和 这个老虎证券有关系吗？老虎证券，连续12天大户流出，是不是给他输血去了?","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":8,"commentSize":14,"repostSize":2,"link":"https://laohu8.com/post/355591593","isVote":1,"tweetType":1,"viewCount":6988,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"idStr":"3563140991934227","authorIdStr":"3563140991934227"},"content":"老虎 连续这么多天大单流出，还是不正常的。你调查了，有什么内幕？","text":"老虎 连续这么多天大单流出，还是不正常的。你调查了，有什么内幕？","html":"老虎 连续这么多天大单流出，还是不正常的。你调查了，有什么内幕？"},{"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"idStr":"3563140991934227","authorIdStr":"3563140991934227"},"content":"futu被做空，这2周总有万级大空单，但主力吃进，护盘。 再拉3天，空投就退了。 老虎这2周是大单流出，跟本没有买入。每次高开就是脱逃的机会，大家特别关注一下。","text":"futu被做空，这2周总有万级大空单，但主力吃进，护盘。 再拉3天，空投就退了。 老虎这2周是大单流出，跟本没有买入。每次高开就是脱逃的机会，大家特别关注一下。","html":"futu被做空，这2周总有万级大空单，但主力吃进，护盘。 再拉3天，空投就退了。 老虎这2周是大单流出，跟本没有买入。每次高开就是脱逃的机会，大家特别关注一下。"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}