Fred_6810的个人主页 - 老虎社区

Fred_6810

Fred_6810

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0勋章

08-28 16:34

这是开玩笑嘛

美团Q2营收同比增长14.4%，调整后净利润25.2亿元大幅超预期，核心业务环比扭亏为盈

08-22

$英特尔(INTC)$ 66等你

08-22

能走快走

英特尔（INTC）盘前挫逾5% 遭传奇投资人德鲁肯米勒于二季度彻底清仓

08-22

还没跌透。这一波涨的太猛了

异动解读｜英特尔盘中下跌3.69%，德鲁肯米勒清仓叠加半导体板块集体重挫

08-22

那自己的代工厂吃灰吗？

市场消息：英特尔 Razor Lake 或将采用台积电 N2X 制程

08-10

哈哈哈，总算不装啦

英特尔将发行150亿美元普通股

08-10

$启明医疗-B(02500)$ 大股东去吃翔吧。董事会解散

08-04

$爱芯元智(00600)$ 骗子公司，只有资金流出套现！

08-02

英特尔就是一个老登股，讲故事炒股高手！

特朗普政府将6家芯片企业纳入政府持股清单，目前政府参股企业总数已达30家

07-30

$英特尔(INTC)$ 啥时把26的缺口补上再说吧

07-30

故事讲完了吗？

英特尔超大尺寸封装技术取得进展

07-30

$爱芯元智(00600)$ 大股东吃翔去吧

07-30

亏损再次扩大！这么简单的事实都眼瞎嘛

异动解读｜英特尔盘后下跌3.03%，代工客户拓展不及预期叠加半导体板块整体承压延续跌势

07-29

$小米集团-W(01810)$ 总算回到30

07-28

ai沾边，是个猪都会上天的

爱芯元智成立全资子公司“爱芯计算”，升级AI算力战略布局

07-28

去死吧，烂无可烂

爱芯元智成立全资子公司“爱芯计算”，升级AI算力战略布局

07-27

大股东就是一个傻叉， ai风口猪都能上天，她不行[捂脸] [捂脸] [捂脸]

爱芯元智成立全资子公司“爱芯计算”，升级AI算力战略布局

07-25

$英特尔(INTC)$ 过去4代古董芯片都复活再产，产能闲置，没有高毛利订单，急着要利润

07-22

$爱芯元智(00600)$ 烂如狗屎

07-22

没关系，英特尔股价涨过啦

否认了！SK海力士：没有收购英特尔美国晶圆厂

去老虎APP查看更多动态

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16:32","market":"us","language":"zh","title":"美团Q2营收同比增长14.4%，调整后净利润25.2亿元大幅超预期，核心业务环比扭亏为盈","url":"https://stock-news.laohu8.com/highlight/detail?id=1192277911","media":"华尔街见闻","summary":"8月28日，美团发布2026年第二季度业绩。财报显示，第二季度营收1,046.4亿元，同比增14.4%，预估1,010.8亿元；第二季度调整后净利润25.2亿元，同比增长69%，预估3.403亿元。","content":"<html><head></head><body><blockquote><p>美团2026年Q2营收达1046.4亿元人民币，调整后净利润25.2亿元，大幅高于市场预估的约3.4亿元。核心本地商业分部成为本季最大亮点——收入增长10.1%至715亿元，经营溢利恢复至56.7亿元，同比改善52.3%，上月为亏损20亿元，主要得益于即时配送业务的盈利能力显著提升。</p></blockquote><p style=\"text-align: justify;\">美团在激烈的行业竞争后交出一份强劲的季度成绩单，核心盈利能力全面回升，多项财务指标显著超出市场预期。</p><p style=\"text-align: justify;\"><strong>美团2026年第二季度营收达1046.4亿元人民币，超出彭博综合预期约35亿元。调整后净利润25.2亿元，大幅高于市场预估的约3.4亿元</strong>；调整后EBITDA为41亿元，同比增长47.3%，亦超出预期。公司当季实现经营溢利26.9亿元，而市场此前预估为亏损约8.5亿元。</p><p style=\"text-align: justify;\">核心本地商业分部成为本季最大亮点——<strong>经营溢利恢复至56.7亿元，同比改善52.3%，上月为亏损20亿元。</strong>经营利润率由去年同期的5.7%提升至7.9%。美团指出，订单结构与用户结构持续改善，营销开支趋于审慎，推动盈利能力显著恢复。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54ba3adc8718505adc5a8cd00298e5b6\" tg-width=\"1024\" tg-height=\"805\"/></p><h2 id=\"e547cf77\">营收全面超预期，当季实现扭亏为盈</h2><p style=\"text-align: justify;\">美团第二季度整体营收同比增长14.4%，达1046.4亿元，较彭博综合预期高出约35亿元。上半年累计营收为1956.8亿元。</p><p style=\"text-align: justify;\">当季期内溢利为21.6亿元，而去年同期为3.65亿元，今年一季度则录得亏损68.3亿元，季度间改善显著。公司表示，这是在经历多个季度激烈的行业竞争后首度实现盈利。</p><p style=\"text-align: justify;\">分部表现来看，<strong>核心本地商业收入同比增长10.1%至715.3亿元，新业务收入同比增长25.0%至331.1亿元，均超出市场预期。</strong>毛利达350.9亿元，高于预期的317.3亿元，毛利率同比改善。</p><h2 id=\"689fb51f\">核心本地商业：盈利能力大幅反弹</h2><p style=\"text-align: justify;\"><strong>核心本地商业分部经营溢利由去年同期的37.2亿元增至56.7亿元，</strong>经营利润率同比提升2.2个百分点至7.9%，环比上季度更大幅改善11.1个百分点。</p><p style=\"text-align: justify;\">美团将这一改善归因于两方面：<strong>一是公司主动收敛用户激勵开支，聚焦高质量增长；二是季节性因素带动每笔即时配送订单的成本下降。</strong>配送服务收入同比增长13.1%至268亿元，恢复正增长。与自营品类（包括药品和酒类）相关的商品销售收入同比增长78.9%至35.9亿元。</p><p style=\"text-align: justify;\">美团指出，外卖行业逐步从激烈补贴竞争转向注重运营效率，核心用户黏性进一步增强。公司旗下&#34;美团闪电仓&#34;、&#34;歪马送酒&#34;及&#34;松鼠便利&#34;等业态持续扩张，&#34;美团闪购&#34;老用户购买频次稳步提升，年轻新用户增长尤为突出。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15c1289ca332b4a98ff58920aea78389\" tg-width=\"1024\" tg-height=\"1185\"/></p><h2 id=\"47fa2cec\">新业务亏损持续收窄，海外扩张提速</h2><p style=\"text-align: justify;\">新业务分部收入同比增长25%至331亿元，经营亏损由去年同期的18.8亿元进一步收窄至17.4亿元，经营亏损率由7.1%改善至5.3%。</p><p style=\"text-align: justify;\">食杂零售业务&#34;小象超市&#34;加快城市扩张步伐，自有品牌商品对交易金额的贡献比例持续提升，并于7月在杭州开设第三家线下门店。</p><p style=\"text-align: justify;\">国际业务Keeta在各市场保持强劲增长，香港市场已实现稳定盈利，中东市场经营效率环比持续改善，巴西市场则继续围绕圣保罗进行探索。美团表示，将继续发挥产品、技术及运营优势，提升国际市场的消费及配送体验。</p><h2 id=\"ai\">AI投入加速，研发开支同比增逾两成</h2><p style=\"text-align: justify;\">第二季度研发开支同比增长22.5%至76.7亿元，占收入比例由6.8%提升至7.3%，增幅在各费用科目中居首，主要来自公司层面对AI技术的持续加码。</p><p style=\"text-align: justify;\">美团推出即时零售行业首个AI全域解决方案，并在餐饮、服务零售、医药健康、酒店旅行等领域部署专业化AI Agent，帮助商户提升经营效率。公司将自身定位由商户的&#34;线上渠道&#34;向&#34;AI经营伙伴&#34;演进。</p><p style=\"text-align: justify;\">AI助手&#34;小团&#34;的用户使用度提升，带动平台整体用户活跃度明显增长。美团表示，AI技术与本地生活场景的深度融合，将是未来竞争的核心差异点。</p><h2 id=\"9d1f3c7a\">销售及营销开支趋于审慎，费用结构改善</h2><p style=\"text-align: justify;\">本季销售及营销开支为247.2亿元，同比增长11.5%，增速低于收入增速，占收入比例由去年同期的24.2%下降0.6个百分点至23.6%，显示补贴投放趋于理性。</p><p style=\"text-align: justify;\">销售成本为695.5亿元，同比增长13.2%，占收入比例由67.1%小幅下降0.6个百分点至66.5%，受益于收入增长带来的经营杠杆效应及食杂零售业务盈利能力改善。</p><p style=\"text-align: justify;\">截至2026年6月30日，美团持有现金及现金等价物1047亿元，短期理财投资636亿元，合计逾1680亿元，流动性充裕。</p><p style=\"text-align: justify;\">第二季度经营活动产生现金净流入97亿元；融资活动净流出182亿元，主要用于偿还借款及赎回可换股债券。此外，公司持有理想汽车12.66%股权、智谱3.86%股权及宇树科技7.61%股权等战略投资，均列作长期投资。其中智谱公允价值变动于本季度确认收益约222亿元，计入其他全面收益而未反映于损益表。</p><p style=\"text-align: justify;\">上半年累计，公司录得期内亏损46.7亿元，主要受一季度较大亏损拖累，但上半年经营现金净流入为27.2亿元，业务造血能力依然稳健。</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\" 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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美团Q2营收同比增长14.4%，调整后净利润25.2亿元大幅超预期，核心业务环比扭亏为盈\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\">2026-08-28 16:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>美团2026年Q2营收达1046.4亿元人民币，调整后净利润25.2亿元，大幅高于市场预估的约3.4亿元。核心本地商业分部成为本季最大亮点——收入增长10.1%至715亿元，经营溢利恢复至56.7亿元，同比改善52.3%，上月为亏损20亿元，主要得益于即时配送业务的盈利能力显著提升。</p></blockquote><p style=\"text-align: justify;\">美团在激烈的行业竞争后交出一份强劲的季度成绩单，核心盈利能力全面回升，多项财务指标显著超出市场预期。</p><p style=\"text-align: justify;\"><strong>美团2026年第二季度营收达1046.4亿元人民币，超出彭博综合预期约35亿元。调整后净利润25.2亿元，大幅高于市场预估的约3.4亿元</strong>；调整后EBITDA为41亿元，同比增长47.3%，亦超出预期。公司当季实现经营溢利26.9亿元，而市场此前预估为亏损约8.5亿元。</p><p style=\"text-align: justify;\">核心本地商业分部成为本季最大亮点——<strong>经营溢利恢复至56.7亿元，同比改善52.3%，上月为亏损20亿元。</strong>经营利润率由去年同期的5.7%提升至7.9%。美团指出，订单结构与用户结构持续改善，营销开支趋于审慎，推动盈利能力显著恢复。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/54ba3adc8718505adc5a8cd00298e5b6\" tg-width=\"1024\" tg-height=\"805\"/></p><h2 id=\"e547cf77\">营收全面超预期，当季实现扭亏为盈</h2><p style=\"text-align: justify;\">美团第二季度整体营收同比增长14.4%，达1046.4亿元，较彭博综合预期高出约35亿元。上半年累计营收为1956.8亿元。</p><p style=\"text-align: justify;\">当季期内溢利为21.6亿元，而去年同期为3.65亿元，今年一季度则录得亏损68.3亿元，季度间改善显著。公司表示，这是在经历多个季度激烈的行业竞争后首度实现盈利。</p><p style=\"text-align: justify;\">分部表现来看，<strong>核心本地商业收入同比增长10.1%至715.3亿元，新业务收入同比增长25.0%至331.1亿元，均超出市场预期。</strong>毛利达350.9亿元，高于预期的317.3亿元，毛利率同比改善。</p><h2 id=\"689fb51f\">核心本地商业：盈利能力大幅反弹</h2><p style=\"text-align: justify;\"><strong>核心本地商业分部经营溢利由去年同期的37.2亿元增至56.7亿元，</strong>经营利润率同比提升2.2个百分点至7.9%，环比上季度更大幅改善11.1个百分点。</p><p style=\"text-align: justify;\">美团将这一改善归因于两方面：<strong>一是公司主动收敛用户激勵开支，聚焦高质量增长；二是季节性因素带动每笔即时配送订单的成本下降。</strong>配送服务收入同比增长13.1%至268亿元，恢复正增长。与自营品类（包括药品和酒类）相关的商品销售收入同比增长78.9%至35.9亿元。</p><p style=\"text-align: justify;\">美团指出，外卖行业逐步从激烈补贴竞争转向注重运营效率，核心用户黏性进一步增强。公司旗下&#34;美团闪电仓&#34;、&#34;歪马送酒&#34;及&#34;松鼠便利&#34;等业态持续扩张，&#34;美团闪购&#34;老用户购买频次稳步提升，年轻新用户增长尤为突出。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/15c1289ca332b4a98ff58920aea78389\" tg-width=\"1024\" tg-height=\"1185\"/></p><h2 id=\"47fa2cec\">新业务亏损持续收窄，海外扩张提速</h2><p style=\"text-align: justify;\">新业务分部收入同比增长25%至331亿元，经营亏损由去年同期的18.8亿元进一步收窄至17.4亿元，经营亏损率由7.1%改善至5.3%。</p><p style=\"text-align: justify;\">食杂零售业务&#34;小象超市&#34;加快城市扩张步伐，自有品牌商品对交易金额的贡献比例持续提升，并于7月在杭州开设第三家线下门店。</p><p style=\"text-align: justify;\">国际业务Keeta在各市场保持强劲增长，香港市场已实现稳定盈利，中东市场经营效率环比持续改善，巴西市场则继续围绕圣保罗进行探索。美团表示，将继续发挥产品、技术及运营优势，提升国际市场的消费及配送体验。</p><h2 id=\"ai\">AI投入加速，研发开支同比增逾两成</h2><p style=\"text-align: justify;\">第二季度研发开支同比增长22.5%至76.7亿元，占收入比例由6.8%提升至7.3%，增幅在各费用科目中居首，主要来自公司层面对AI技术的持续加码。</p><p style=\"text-align: justify;\">美团推出即时零售行业首个AI全域解决方案，并在餐饮、服务零售、医药健康、酒店旅行等领域部署专业化AI Agent，帮助商户提升经营效率。公司将自身定位由商户的&#34;线上渠道&#34;向&#34;AI经营伙伴&#34;演进。</p><p style=\"text-align: justify;\">AI助手&#34;小团&#34;的用户使用度提升，带动平台整体用户活跃度明显增长。美团表示，AI技术与本地生活场景的深度融合，将是未来竞争的核心差异点。</p><h2 id=\"9d1f3c7a\">销售及营销开支趋于审慎，费用结构改善</h2><p style=\"text-align: justify;\">本季销售及营销开支为247.2亿元，同比增长11.5%，增速低于收入增速，占收入比例由去年同期的24.2%下降0.6个百分点至23.6%，显示补贴投放趋于理性。</p><p style=\"text-align: justify;\">销售成本为695.5亿元，同比增长13.2%，占收入比例由67.1%小幅下降0.6个百分点至66.5%，受益于收入增长带来的经营杠杆效应及食杂零售业务盈利能力改善。</p><p style=\"text-align: justify;\">截至2026年6月30日，美团持有现金及现金等价物1047亿元，短期理财投资636亿元，合计逾1680亿元，流动性充裕。</p><p style=\"text-align: justify;\">第二季度经营活动产生现金净流入97亿元；融资活动净流出182亿元，主要用于偿还借款及赎回可换股债券。此外，公司持有理想汽车12.66%股权、智谱3.86%股权及宇树科技7.61%股权等战略投资，均列作长期投资。其中智谱公允价值变动于本季度确认收益约222亿元，计入其他全面收益而未反映于损益表。</p><p style=\"text-align: justify;\">上半年累计，公司录得期内亏损46.7亿元，主要受一季度较大亏损拖累，但上半年经营现金净流入为27.2亿元，业务造血能力依然稳健。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e1238455e09ac8d1135014cb37eb0f4d","relate_stocks":{"MPNGY":"美团ADR","03690":"美团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192277911","content_text":"美团2026年Q2营收达1046.4亿元人民币，调整后净利润25.2亿元，大幅高于市场预估的约3.4亿元。核心本地商业分部成为本季最大亮点——收入增长10.1%至715亿元，经营溢利恢复至56.7亿元，同比改善52.3%，上月为亏损20亿元，主要得益于即时配送业务的盈利能力显著提升。美团在激烈的行业竞争后交出一份强劲的季度成绩单，核心盈利能力全面回升，多项财务指标显著超出市场预期。美团2026年第二季度营收达1046.4亿元人民币，超出彭博综合预期约35亿元。调整后净利润25.2亿元，大幅高于市场预估的约3.4亿元；调整后EBITDA为41亿元，同比增长47.3%，亦超出预期。公司当季实现经营溢利26.9亿元，而市场此前预估为亏损约8.5亿元。核心本地商业分部成为本季最大亮点——经营溢利恢复至56.7亿元，同比改善52.3%，上月为亏损20亿元。经营利润率由去年同期的5.7%提升至7.9%。美团指出，订单结构与用户结构持续改善，营销开支趋于审慎，推动盈利能力显著恢复。营收全面超预期，当季实现扭亏为盈美团第二季度整体营收同比增长14.4%，达1046.4亿元，较彭博综合预期高出约35亿元。上半年累计营收为1956.8亿元。当季期内溢利为21.6亿元，而去年同期为3.65亿元，今年一季度则录得亏损68.3亿元，季度间改善显著。公司表示，这是在经历多个季度激烈的行业竞争后首度实现盈利。分部表现来看，核心本地商业收入同比增长10.1%至715.3亿元，新业务收入同比增长25.0%至331.1亿元，均超出市场预期。毛利达350.9亿元，高于预期的317.3亿元，毛利率同比改善。核心本地商业：盈利能力大幅反弹核心本地商业分部经营溢利由去年同期的37.2亿元增至56.7亿元，经营利润率同比提升2.2个百分点至7.9%，环比上季度更大幅改善11.1个百分点。美团将这一改善归因于两方面：一是公司主动收敛用户激勵开支，聚焦高质量增长；二是季节性因素带动每笔即时配送订单的成本下降。配送服务收入同比增长13.1%至268亿元，恢复正增长。与自营品类（包括药品和酒类）相关的商品销售收入同比增长78.9%至35.9亿元。美团指出，外卖行业逐步从激烈补贴竞争转向注重运营效率，核心用户黏性进一步增强。公司旗下\"美团闪电仓\"、\"歪马送酒\"及\"松鼠便利\"等业态持续扩张，\"美团闪购\"老用户购买频次稳步提升，年轻新用户增长尤为突出。新业务亏损持续收窄，海外扩张提速新业务分部收入同比增长25%至331亿元，经营亏损由去年同期的18.8亿元进一步收窄至17.4亿元，经营亏损率由7.1%改善至5.3%。食杂零售业务\"小象超市\"加快城市扩张步伐，自有品牌商品对交易金额的贡献比例持续提升，并于7月在杭州开设第三家线下门店。国际业务Keeta在各市场保持强劲增长，香港市场已实现稳定盈利，中东市场经营效率环比持续改善，巴西市场则继续围绕圣保罗进行探索。美团表示，将继续发挥产品、技术及运营优势，提升国际市场的消费及配送体验。AI投入加速，研发开支同比增逾两成第二季度研发开支同比增长22.5%至76.7亿元，占收入比例由6.8%提升至7.3%，增幅在各费用科目中居首，主要来自公司层面对AI技术的持续加码。美团推出即时零售行业首个AI全域解决方案，并在餐饮、服务零售、医药健康、酒店旅行等领域部署专业化AI Agent，帮助商户提升经营效率。公司将自身定位由商户的\"线上渠道\"向\"AI经营伙伴\"演进。AI助手\"小团\"的用户使用度提升，带动平台整体用户活跃度明显增长。美团表示，AI技术与本地生活场景的深度融合，将是未来竞争的核心差异点。销售及营销开支趋于审慎，费用结构改善本季销售及营销开支为247.2亿元，同比增长11.5%，增速低于收入增速，占收入比例由去年同期的24.2%下降0.6个百分点至23.6%，显示补贴投放趋于理性。销售成本为695.5亿元，同比增长13.2%，占收入比例由67.1%小幅下降0.6个百分点至66.5%，受益于收入增长带来的经营杠杆效应及食杂零售业务盈利能力改善。截至2026年6月30日，美团持有现金及现金等价物1047亿元，短期理财投资636亿元，合计逾1680亿元，流动性充裕。第二季度经营活动产生现金净流入97亿元；融资活动净流出182亿元，主要用于偿还借款及赎回可换股债券。此外，公司持有理想汽车12.66%股权、智谱3.86%股权及宇树科技7.61%股权等战略投资，均列作长期投资。其中智谱公允价值变动于本季度确认收益约222亿元，计入其他全面收益而未反映于损益表。上半年累计，公司录得期内亏损46.7亿元，主要受一季度较大亏损拖累，但上半年经营现金净流入为27.2亿元，业务造血能力依然稳健。","news_type":1,"symbols_score_info":{"MPNGY":2,"03690":2}},"isVote":1,"tweetType":1,"viewCount":148,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3493945140621709","authorId":"3493945140621709","name":"haohaoMI","avatar":"https://static.tigerbbs.com/643bdd87e939aef31feba6fa27aa4bdf","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3493945140621709","idStr":"3493945140621709"},"content":"可能是财报发错了，应该是亏损才对。","text":"可能是财报发错了，应该是亏损才对。","html":"可能是财报发错了，应该是亏损才对。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":599378993517016,"gmtCreate":1787358543426,"gmtModify":1787358545079,"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; 66等你","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>&nbsp; 66等你","text":"$英特尔(INTC)$ 66等你","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/599378993517016","isVote":1,"tweetType":1,"viewCount":374,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":599378330542640,"gmtCreate":1787358402914,"gmtModify":1787358404736,"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":"能走快走","listText":"能走快走","text":"能走快走","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/599378330542640","repostId":"2660446678","repostType":2,"repost":{"id":"2660446678","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1787046822,"share":"https://www.laohunote.com/m/news/2660446678?lang=zh_CN&edition=full","pubTime":"2026-08-18 17:53","market":"fut","language":"zh","title":"英特尔（INTC）盘前挫逾5% 遭传奇投资人德鲁肯米勒于二季度彻底清仓","url":"https://stock-news.laohu8.com/highlight/detail?id=2660446678","media":"金吾财讯","summary":"金吾财讯 | 英特尔（INTC）盘前挫逾5%，截至发稿，暂报98.08美元，下跌5.26%。消息面上，传奇投资人德鲁肯米勒在今年第二季度对其旗下Duquesne Family Office的投资组合进行了大幅重组，其中英特尔遭其彻底清仓。机构评级方面，近日英特尔遭多家大行下调目标价/评级。其中，瑞银将英特尔的目标价调整至112美元，此前为121美元，维持中性评级；美银证券分析师Vivek Arya维持英特尔买入评级，但将目标价从160美元下调至145美元；大和证券将英特尔目标价从100美元调整至96美元，维持中性评级。","content":"<html><body><p>金吾财讯 | <a href=\"https://laohu8.com/S/INTC\">英特尔</a>（INTC）盘前挫逾5%，截至发稿，暂报98.08美元，下跌5.26%。消息面上，传奇投资人德鲁肯米勒在今年第二季度对其旗下Duquesne Family Office的投资组合进行了大幅重组，其中英特尔遭其彻底清仓。机构评级方面，近日英特尔遭多家大行下调目标价/评级。其中，瑞银将英特尔的目标价调整至112美元，此前为121美元，维持中性评级；美银证券分析师Vivek Arya维持英特尔买入评级，但将目标价从160美元下调至145美元；大和证券将英特尔目标价从100美元调整至96美元，维持中性评级。</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\" 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style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-08-18 17:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | <a href=\"https://laohu8.com/S/INTC\">英特尔</a>（INTC）盘前挫逾5%，截至发稿，暂报98.08美元，下跌5.26%。消息面上，传奇投资人德鲁肯米勒在今年第二季度对其旗下Duquesne Family Office的投资组合进行了大幅重组，其中英特尔遭其彻底清仓。机构评级方面，近日英特尔遭多家大行下调目标价/评级。其中，瑞银将英特尔的目标价调整至112美元，此前为121美元，维持中性评级；美银证券分析师Vivek Arya维持英特尔买入评级，但将目标价从160美元下调至145美元；大和证券将英特尔目标价从100美元调整至96美元，维持中性评级。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/YzZhYTk2ZjUwYWIwODUzYmVlYzUyNzEyODcxMjIyNA==.png","relate_stocks":{"LU0742534661.SGD":"Fidelity America A-SGD (hedged)","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4535":"淡马锡持仓","SOXX":"iShares费城交易所半导体ETF","BK4515":"5G概念","BK4612":"AI芯片","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED 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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异动解读｜英特尔盘中下跌3.69%，德鲁肯米勒清仓叠加半导体板块集体重挫\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1059448697\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">行情直击 </p>\n<p class=\"h-time\">2026-08-19 21:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>8月19日，英特尔盘中下跌3.69%，报92.74美元/股，成交额24.13亿美元。</p><p>消息面上，传奇投资人德鲁肯米勒最新披露的二季度13F报告显示，其已彻底清仓英特尔、博通及美光三大半导体巨头，转而押注AMD与台积电。与此同时，多家大行下调英特尔目标价：瑞银从121美元降至112美元，美银从160美元降至145美元，大和从100美元降至96美元。此外，费城半导体指数跌近5%，板块30只成分股全线飘绿，系统性抛压构成额外拖累。期权市场同步显示偏空信号，一笔127万美元远期虚值PUT买入表明资金对中期下行有所押注。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></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":"1120275803","content_text":"8月19日，英特尔盘中下跌3.69%，报92.74美元/股，成交额24.13亿美元。消息面上，传奇投资人德鲁肯米勒最新披露的二季度13F报告显示，其已彻底清仓英特尔、博通及美光三大半导体巨头，转而押注AMD与台积电。与此同时，多家大行下调英特尔目标价：瑞银从121美元降至112美元，美银从160美元降至145美元，大和从100美元降至96美元。此外，费城半导体指数跌近5%，板块30只成分股全线飘绿，系统性抛压构成额外拖累。期权市场同步显示偏空信号，一笔127万美元远期虚值PUT买入表明资金对中期下行有所押注。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","news_type":1,"symbols_score_info":{"INTC":1}},"isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":599377676509664,"gmtCreate":1787358221921,"gmtModify":1787358224114,"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":"那自己的代工厂吃灰吗？","listText":"那自己的代工厂吃灰吗？","text":"那自己的代工厂吃灰吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/599377676509664","repostId":"2660474139","repostType":2,"repost":{"id":"2660474139","kind":"highlight","weMediaInfo":{"introduction":"链捕手ChainCatcher 成立于 2018 年，是一家领先的中文 Web3 媒体及数据服务商。","home_visible":1,"media_name":"链捕手","id":"1041503808","head_image":"https://community-static.tradeup.com/news/64f0784cc29a0d0070f6e968ef6ec7f5"},"pubTimestamp":1787187208,"share":"https://www.laohunote.com/m/news/2660474139?lang=zh_CN&edition=full","pubTime":"2026-08-20 08:53","market":"hk","language":"zh","title":"市场消息：英特尔 Razor Lake 或将采用台积电 N2X 制程","url":"https://stock-news.laohu8.com/highlight/detail?id=2660474139","media":"链捕手","summary":" ChainCatcher 消息，据工商时报报道，PC 处理器先进制程竞争升温。市场消息称，英特尔下一代 Nova Lake 桌面处理器将优先导入 bLLC 大型末级缓存，以降低访问系统内存延迟，对标 AMD 的 3D V-Cache 技术；笔记本版本可能延至后续 Razor Lake-HX 世代推出。供应链透露，明年初问世的 Nova Lake 将采用英特尔 18A 与台积电 N2P 等不同制程组合，后续 Razor Lake 则可能进一步导入台积电高效能 2 纳米 N2X 制程。N2X 属于台积电 N2 平台的高效能延伸版本，锁定高频 CPU、AI 及 HPC 应用，晶体管技术由 FinFET 转向纳米片。若最终量产，英特尔采用台积电先进制程的合作有望延伸至更广泛的 2 纳米家族，有助于降低单一自有制程风险并优化高阶 CPU 上市时程与产能配置。除台积电直接受益外，相关供应链亦有望迎来商机。颂胜为台湾少数具备自主 CMP 研磨垫量产能力的厂商，上半年半导体合并营收年增 25%，占比升至 66%，Hard Pad 与先进封装需求强劲，Soft Pad 新线预计第三季试产、第四季逐步量产，并已有产品应用于 CoWoS 及 SoIC。中砂掌握 CMP 钻石碟及再生晶圆，第二季营收 24.9 亿元、年增 17.9%，毛利率升至 40.1%，2 纳米及 1.6 纳米相关钻石碟出货快速增加。 ","content":"<html><body><p>ChainCatcher 消息，据工商时报报道，PC 处理器先进制程竞争升温。市场消息称，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>下一代 Nova Lake 桌面处理器将优先导入 bLLC 大型末级缓存，以降低访问系统内存延迟，对标 <a href=\"https://laohu8.com/S/AMD\">AMD</a> 的 3D V-Cache 技术；笔记本版本可能延至后续 Razor Lake-HX 世代推出。供应链透露，明年初问世的 Nova Lake 将采用英特尔 18A 与<a href=\"https://laohu8.com/S/TSM\">台积电</a> N2P 等不同制程组合，后续 Razor Lake 则可能进一步导入台积电高效能 2 纳米 N2X 制程。</p><p>N2X 属于台积电 N2 平台的高效能延伸版本，锁定高频 CPU、AI 及 HPC 应用，晶体管技术由 FinFET 转向纳米片。若最终量产，英特尔采用台积电先进制程的合作有望延伸至更广泛的 2 纳米家族，有助于降低单一自有制程风险并优化高阶 CPU 上市时程与产能配置。</p><p>除台积电直接受益外，相关供应链亦有望迎来商机。颂胜为台湾少数具备自主 CMP 研磨垫量产能力的厂商，上半年半导体合并营收年增 25%，占比升至 66%，Hard Pad 与先进封装需求强劲，Soft Pad 新线预计第三季试产、第四季逐步量产，并已有产品应用于 CoWoS 及 SoIC。中砂掌握 CMP 钻石碟及再生晶圆，第二季营收 24.9 亿元、年增 17.9%，毛利率升至 40.1%，2 纳米及 1.6 纳米相关钻石碟出货快速增加。</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>市场消息：英特尔 Razor Lake 或将采用台积电 N2X 制程</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市场消息：英特尔 Razor Lake 或将采用台积电 N2X 制程\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1041503808\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/64f0784cc29a0d0070f6e968ef6ec7f5);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">链捕手 </p>\n<p class=\"h-time\">2026-08-20 08:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>ChainCatcher 消息，据工商时报报道，PC 处理器先进制程竞争升温。市场消息称，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>下一代 Nova Lake 桌面处理器将优先导入 bLLC 大型末级缓存，以降低访问系统内存延迟，对标 <a href=\"https://laohu8.com/S/AMD\">AMD</a> 的 3D V-Cache 技术；笔记本版本可能延至后续 Razor Lake-HX 世代推出。供应链透露，明年初问世的 Nova Lake 将采用英特尔 18A 与<a href=\"https://laohu8.com/S/TSM\">台积电</a> N2P 等不同制程组合，后续 Razor Lake 则可能进一步导入台积电高效能 2 纳米 N2X 制程。</p><p>N2X 属于台积电 N2 平台的高效能延伸版本，锁定高频 CPU、AI 及 HPC 应用，晶体管技术由 FinFET 转向纳米片。若最终量产，英特尔采用台积电先进制程的合作有望延伸至更广泛的 2 纳米家族，有助于降低单一自有制程风险并优化高阶 CPU 上市时程与产能配置。</p><p>除台积电直接受益外，相关供应链亦有望迎来商机。颂胜为台湾少数具备自主 CMP 研磨垫量产能力的厂商，上半年半导体合并营收年增 25%，占比升至 66%，Hard Pad 与先进封装需求强劲，Soft Pad 新线预计第三季试产、第四季逐步量产，并已有产品应用于 CoWoS 及 SoIC。中砂掌握 CMP 钻石碟及再生晶圆，第二季营收 24.9 亿元、年增 17.9%，毛利率升至 40.1%，2 纳米及 1.6 纳米相关钻石碟出货快速增加。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","BAI":"iShares A.I. 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世代推出。供应链透露，明年初问世的 Nova Lake 将采用英特尔 18A 与台积电 N2P 等不同制程组合，后续 Razor Lake 则可能进一步导入台积电高效能 2 纳米 N2X 制程。N2X 属于台积电 N2 平台的高效能延伸版本，锁定高频 CPU、AI 及 HPC 应用，晶体管技术由 FinFET 转向纳米片。若最终量产，英特尔采用台积电先进制程的合作有望延伸至更广泛的 2 纳米家族，有助于降低单一自有制程风险并优化高阶 CPU 上市时程与产能配置。除台积电直接受益外，相关供应链亦有望迎来商机。颂胜为台湾少数具备自主 CMP 研磨垫量产能力的厂商，上半年半导体合并营收年增 25%，占比升至 66%，Hard Pad 与先进封装需求强劲，Soft Pad 新线预计第三季试产、第四季逐步量产，并已有产品应用于 CoWoS 及 SoIC。中砂掌握 CMP 钻石碟及再生晶圆，第二季营收 24.9 亿元、年增 17.9%，毛利率升至 40.1%，2 纳米及 1.6 纳米相关钻石碟出货快速增加。","news_type":1,"symbols_score_info":{"03145":0.6,"CGDG":0.6,"KNOW":0.6,"SOXX":0.6,"LINT":0.6,"BLOX":0.6,"CHPS":0.6,"CWI":0.6,"DRIV":0.6,"04335":1.95,"CORO":0.6,"CGIC":0.6,"AVSE":0.6,"QQQA":0.6,"ASIA":0.6,"FDTX":0.6,"TSMZ":0.6,"TSMG":0.6,"ESIM":0.6,"STSM":0.6,"AVEM":0.6,"SPTE":0.6,"AIS":0.6,"UMMA":0.6,"EMM":0.6,"INTW":0.6,"CNEQ":0.6,"ADVE":0.6,"AIQ":0.6,"SMH":0.6,"INTC":1.95,"LEGR":0.6,"SINTCmain":0.6,"TINS":0.6,"TSMX":0.6,"AVXC":0.6,"TSMY":0.6,"WUGI":0.6,"CHPX":0.6,"TSM":1.92,"CGNG":0.6,"BAI":0.6,"TEK":0.6,"CGGO":0.6,"MEMX":0.6,"SPWO":0.6,"EMC":0.6,"TTEQ":0.6,"TSMU":0.6,"XNTK":0.6,"FTXL":0.6}},"isVote":1,"tweetType":1,"viewCount":235,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":595329352127944,"gmtCreate":1786362309180,"gmtModify":1786362310852,"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":"哈哈哈，总算不装啦","listText":"哈哈哈，总算不装啦","text":"哈哈哈，总算不装啦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/595329352127944","repostId":"1171941634","repostType":2,"repost":{"id":"1171941634","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":1786362255,"share":"https://www.laohunote.com/m/news/1171941634?lang=zh_CN&edition=full","pubTime":"2026-08-10 19:44","market":"us","language":"zh","title":"英特尔将发行150亿美元普通股","url":"https://stock-news.laohu8.com/highlight/detail?id=1171941634","media":"老虎资讯综合","summary":"英特尔美股盘前跌超4%，公司将发行150亿美元普通股。","content":"<html><head></head><body><p style=\"text-align: left;\">英特尔美股盘前跌超4%，公司将发行150亿美元普通股。英特尔称，此次发行旨在帮助公司实现增长。英特尔提到在人工智能计算领域前所未有的投资。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24a38fd45ab29b551c373fbf0fa48b17\" data-align=\"center\" tg-width=\"652\" tg-height=\"200\"/><span></span></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>英特尔将发行150亿美元普通股</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; 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英特尔将发行150亿美元普通股\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\">2026-08-10 19:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">英特尔美股盘前跌超4%，公司将发行150亿美元普通股。英特尔称，此次发行旨在帮助公司实现增长。英特尔提到在人工智能计算领域前所未有的投资。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24a38fd45ab29b551c373fbf0fa48b17\" data-align=\"center\" tg-width=\"652\" tg-height=\"200\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e58fcd4a67c330616cf11ed02c0ac7c5","relate_stocks":{"04335":"英特尔-T","LINT":"Direxion Daily INTC Bull 2X ETF","INTW":"2倍做多INTC ETF-GraniteShares","INTC":"英特尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171941634","content_text":"英特尔美股盘前跌超4%，公司将发行150亿美元普通股。英特尔称，此次发行旨在帮助公司实现增长。英特尔提到在人工智能计算领域前所未有的投资。","news_type":1,"symbols_score_info":{"SINTCmain":2,"LINT":0.6,"04335":2,"INTW":0.6,"INTC":2}},"isVote":1,"tweetType":1,"viewCount":476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":595301978633256,"gmtCreate":1786355619055,"gmtModify":1786355875010,"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/02500\">$启明医疗-B(02500)$</a>&nbsp; 大股东去吃翔吧。 董事会解散","listText":"<a href=\"https://laohu8.com/S/02500\">$启明医疗-B(02500)$</a>&nbsp; 大股东去吃翔吧。 董事会解散","text":"$启明医疗-B(02500)$ 大股东去吃翔吧。 董事会解散","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/595301978633256","isVote":1,"tweetType":1,"viewCount":906,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":593020453663232,"gmtCreate":1785807962008,"gmtModify":1785807964209,"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/00600\">$爱芯元智(00600)$</a>&nbsp; 骗子公司， 只有资金流出套现！","listText":"<a href=\"https://laohu8.com/S/00600\">$爱芯元智(00600)$</a>&nbsp; 骗子公司， 只有资金流出套现！","text":"$爱芯元智(00600)$ 骗子公司， 只有资金流出套现！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/593020453663232","isVote":1,"tweetType":1,"viewCount":1269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":592314191701360,"gmtCreate":1785636195940,"gmtModify":1785636197784,"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":"英特尔就是一个老登股， 讲故事炒股高手！","listText":"英特尔就是一个老登股， 讲故事炒股高手！","text":"英特尔就是一个老登股， 讲故事炒股高手！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/592314191701360","repostId":"2655362663","repostType":2,"repost":{"id":"2655362663","kind":"news","pubTimestamp":1785507300,"share":"https://www.laohunote.com/m/news/2655362663?lang=zh_CN&edition=full","pubTime":"2026-07-31 22:15","market":"us","language":"zh","title":"特朗普政府将6家芯片企业纳入政府持股清单，目前政府参股企业总数已达30家","url":"https://stock-news.laohu8.com/highlight/detail?id=2655362663","media":"环球市场播报","summary":"本周，特朗普政府扩容政府产业投资持仓。6 家半导体企业签署意向书，企业将获得政府资金扶持，作为交换，美国政府取得对应企业少数非控股股权。卡托研究所分析师泰德德黑文统计显示，这批新协议将在未来数月完成最终落地，届时特朗普政府参股企业总数将增至 30 家。特朗普政府彻底调转思路，目前已有 18 家半导体上下游企业达成合作，所有补贴方案均附带政府入股条款。本次 6 家芯片企业对应的政府具体持股比例暂未对外公布。","content":"<html><head></head><body><p style=\"text-align: left;\">本周，特朗普政府扩容政府产业投资持仓。6 家半导体企业签署意向书，企业将获得政府资金扶持，作为交换，美国政府取得对应企业<strong>少数非控股股权</strong>。</p><p style=\"text-align: left;\">卡托研究所分析师泰德・德黑文统计显示，这批新协议将在未来数月完成最终落地，届时特朗普政府参股企业总数将增至 30 家。</p><p style=\"text-align: left;\">德黑文本周表示：“这份公告最值得关注的一点在于，政府持股正在变得稀松平常。”</p><p style=\"text-align: left;\">本轮投资资金全部来自 2022 年《芯片与科学法案》，补贴总额最高可达 8.74 亿美元，用于企业搭建先进算力与人工智能配套新型基建。本次名单涵盖 6 家半导体公司；另外格芯（GFS）曾在 5 月单独和美国政府达成量子芯片合作协议，如今又拿到第二轮补贴资格。</p><p style=\"text-align: left;\">美国商务部长霍华德・卢特尼克在声明中称：“这批战略性投资将强化美国本土产业能力、创造高薪岗位，保障美国在全球半导体行业保持领跑地位。”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ca85231b397851c5b1880e6acbb87ce6\" data-align=\"center\" tg-width=\"550\" tg-height=\"366\"/><span>2026 年 3 月 31 日，美国华盛顿白宫椭圆办公室，美国总统特朗普签署行政令并发表讲话</span></p><p style=\"text-align: left;\">这份《芯片与科学法案》2022 年获批，由前总统拜登签署生效。拜登政府使用法案资金时仅发放无偿补助，不会换取企业股权抖音百科。</p><p style=\"text-align: left;\">特朗普政府彻底调转思路，目前已有 18 家半导体上下游企业达成合作，所有补贴方案均附带政府入股条款。</p><p style=\"text-align: left;\">芯片只是美国政府多元化产业持股的其中一环，政府投资版图还覆盖量子计算、钢铁、核电、稀土矿产。</p><p style=\"text-align: left;\">今年 5 月，美国政府向多家量子科技企业追加投资（包括为 <a href=\"https://laohu8.com/S/IBM\">IBM</a> 新项目拨款），依旧以获取股权作为资金对价，即便市场质疑量子产业短期商业化落地难度极大。</p><p style=\"text-align: left;\">过去一年，特朗普所有投资动作均把国家安全放在首位，目标兼顾盈利回报与战略产业扶持。当年批准日本制铁收购<a href=\"https://laohu8.com/S/X\">美国钢铁</a>时，美国政府拿到美国钢铁的<strong>黄金股（一票否决特权股）</strong>；同时持有西屋电气核电公司 8% 股权。</p><p style=\"text-align: left;\">所有投资里，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>（INTC）最为瞩目。</p><p style=\"text-align: left;\">去年 8 月这笔投资落地至今，这家美国芯片巨头股价屡创历史新高，美国政府账面浮盈超 700 亿美元，特朗普多次公开高调宣传这笔投资。</p><p style=\"text-align: left;\">特朗普近期在真实社交平台发文：“恭喜全体美国民众，我们完成了一笔极其成功的投资。”</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4e9132f89c0a83cc94477ed47aa418e3\" data-align=\"center\" tg-width=\"550\" tg-height=\"366\"/><span>2026 年 6 月 2 日，英特尔 CEO 陈立武在台北电脑展（Computex）发表主题演讲。</span></p><p style=\"text-align: left;\">过去一年，美国陆续入股多家稀土企业，包括永磁材料厂商伏尔坎元素、矿业企业 MP 材料、美国稀土公司。</p><p style=\"text-align: left;\">整体来看，特朗普政府在至少 5 家稀土企业持有 5%~15% 不等股权。</p><p style=\"text-align: left;\">稀土领域的合作模式和本轮半导体补贴逻辑高度一致：政府向风险更高的中小型初创企业发放补助，以此换取股权。</p><p style=\"text-align: left;\">美国商务部半导体创新与投资执行主任比尔・弗劳恩霍费尔表示，本轮补贴旨在让企业获得充足带宽与能效优势，安全、快速落地大规模复杂 AI 算力任务。</p><p style=\"text-align: left;\">若本次意向书全部落地，总计 8.74 亿美元补贴将分配给开普勒、多光束、埃克索匹克、新电子、奥布西迪亚半导体、艾鲁玛六家企业，单家补贴金额区间为 3000 万至 2.45 亿美元。</p><p style=\"text-align: left;\">格芯拿到本轮最高补贴。除去 5 月已敲定的 3.75 亿美元拨款，本次可额外获得最高 3 亿美元政府资金。格芯此前披露，5 月首轮补贴对应美国政府约 1% 股权。</p><p style=\"text-align: left;\">本次 6 家芯片企业对应的政府具体持股比例暂未对外公布。</p></body></html>","source":"sina","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>特朗普政府将6家芯片企业纳入政府持股清单，目前政府参股企业总数已达30家</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特朗普政府将6家芯片企业纳入政府持股清单，目前政府参股企业总数已达30家\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-31 22:15 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2026-07-31/doc-iniktkau9255493.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>本周，特朗普政府扩容政府产业投资持仓。6 家半导体企业签署意向书，企业将获得政府资金扶持，作为交换，美国政府取得对应企业少数非控股股权。卡托研究所分析师泰德・德黑文统计显示，这批新协议将在未来数月完成最终落地，届时特朗普政府参股企业总数将增至 30 家。德黑文本周表示：“这份公告最值得关注的一点在于，政府持股正在变得稀松平常。”本轮投资资金全部来自 2022 年《芯片与科学法案》，补贴总额最高可达...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-07-31/doc-iniktkau9255493.shtml\">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/ca85231b397851c5b1880e6acbb87ce6","relate_stocks":{"INTC":"英特尔","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","INTW":"2倍做多INTC ETF-GraniteShares","HK0000304805.HKD":"PICTET 战略收益基金 P类港元","BK4554":"元宇宙及AR概念","TTEQ":"T. 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(hedged)"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-07-31/doc-iniktkau9255493.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2655362663","content_text":"本周，特朗普政府扩容政府产业投资持仓。6 家半导体企业签署意向书，企业将获得政府资金扶持，作为交换，美国政府取得对应企业少数非控股股权。卡托研究所分析师泰德・德黑文统计显示，这批新协议将在未来数月完成最终落地，届时特朗普政府参股企业总数将增至 30 家。德黑文本周表示：“这份公告最值得关注的一点在于，政府持股正在变得稀松平常。”本轮投资资金全部来自 2022 年《芯片与科学法案》，补贴总额最高可达 8.74 亿美元，用于企业搭建先进算力与人工智能配套新型基建。本次名单涵盖 6 家半导体公司；另外格芯（GFS）曾在 5 月单独和美国政府达成量子芯片合作协议，如今又拿到第二轮补贴资格。美国商务部长霍华德・卢特尼克在声明中称：“这批战略性投资将强化美国本土产业能力、创造高薪岗位，保障美国在全球半导体行业保持领跑地位。”2026 年 3 月 31 日，美国华盛顿白宫椭圆办公室，美国总统特朗普签署行政令并发表讲话这份《芯片与科学法案》2022 年获批，由前总统拜登签署生效。拜登政府使用法案资金时仅发放无偿补助，不会换取企业股权抖音百科。特朗普政府彻底调转思路，目前已有 18 家半导体上下游企业达成合作，所有补贴方案均附带政府入股条款。芯片只是美国政府多元化产业持股的其中一环，政府投资版图还覆盖量子计算、钢铁、核电、稀土矿产。今年 5 月，美国政府向多家量子科技企业追加投资（包括为 IBM 新项目拨款），依旧以获取股权作为资金对价，即便市场质疑量子产业短期商业化落地难度极大。过去一年，特朗普所有投资动作均把国家安全放在首位，目标兼顾盈利回报与战略产业扶持。当年批准日本制铁收购美国钢铁时，美国政府拿到美国钢铁的黄金股（一票否决特权股）；同时持有西屋电气核电公司 8% 股权。所有投资里，英特尔（INTC）最为瞩目。去年 8 月这笔投资落地至今，这家美国芯片巨头股价屡创历史新高，美国政府账面浮盈超 700 亿美元，特朗普多次公开高调宣传这笔投资。特朗普近期在真实社交平台发文：“恭喜全体美国民众，我们完成了一笔极其成功的投资。”2026 年 6 月 2 日，英特尔 CEO 陈立武在台北电脑展（Computex）发表主题演讲。过去一年，美国陆续入股多家稀土企业，包括永磁材料厂商伏尔坎元素、矿业企业 MP 材料、美国稀土公司。整体来看，特朗普政府在至少 5 家稀土企业持有 5%~15% 不等股权。稀土领域的合作模式和本轮半导体补贴逻辑高度一致：政府向风险更高的中小型初创企业发放补助，以此换取股权。美国商务部半导体创新与投资执行主任比尔・弗劳恩霍费尔表示，本轮补贴旨在让企业获得充足带宽与能效优势，安全、快速落地大规模复杂 AI 算力任务。若本次意向书全部落地，总计 8.74 亿美元补贴将分配给开普勒、多光束、埃克索匹克、新电子、奥布西迪亚半导体、艾鲁玛六家企业，单家补贴金额区间为 3000 万至 2.45 亿美元。格芯拿到本轮最高补贴。除去 5 月已敲定的 3.75 亿美元拨款，本次可额外获得最高 3 亿美元政府资金。格芯此前披露，5 月首轮补贴对应美国政府约 1% 股权。本次 6 家芯片企业对应的政府具体持股比例暂未对外公布。","news_type":1,"symbols_score_info":{"QQQA":0.6,"SOXX":0.6,"FTXL":0.6,"AIQ":0.6,"SOX":1.82,"INTW":0.6,"04335":1.85,"AIS":0.6,"TTEQ":0.6,"CHPS":0.6,"XNTK":0.6,"LINT":0.6,"DRIV":0.6,"INTC":1.85,"LEGR":0.6,"GFS":1.88}},"isVote":1,"tweetType":1,"viewCount":708,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":591548852633704,"gmtCreate":1785388409345,"gmtModify":1785388411452,"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; 啥时把26的缺口补上再说吧","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>&nbsp; 啥时把26的缺口补上再说吧","text":"$英特尔(INTC)$ 啥时把26的缺口补上再说吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/591548852633704","isVote":1,"tweetType":1,"viewCount":1753,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088939763411860","authorId":"4088939763411860","name":"money2022","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4088939763411860","idStr":"4088939763411860"},"content":"可不可以不要张嘴就来‌[笑哭] ‌","text":"可不可以不要张嘴就来‌[笑哭] ‌","html":"可不可以不要张嘴就来‌[笑哭] ‌"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":591357770592496,"gmtCreate":1785378424438,"gmtModify":1785378426213,"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":"故事讲完了吗？&nbsp;","listText":"故事讲完了吗？&nbsp;","text":"故事讲完了吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/591357770592496","repostId":"2655845955","repostType":2,"repost":{"id":"2655845955","kind":"live","pubTimestamp":1785373628,"share":"https://www.laohunote.com/m/news/2655845955?lang=zh_CN&edition=full","pubTime":"2026-07-30 09:07","market":"us","language":"zh","title":"英特尔超大尺寸封装技术取得进展","url":"https://stock-news.laohu8.com/highlight/detail?id=2655845955","media":"格隆汇","summary":"据科创板日报，日前，英特尔超大尺寸封装技术取得进展，将能够制造出尺寸超过光刻掩模尺寸12倍的超大芯片。在英特尔位于新墨西哥州里奥兰乔的工厂里，其先进封装技术正在扩大“光罩极限”——将封装尺寸扩大到目前","content":"<html><body>据科创板日报，日前，英特尔超大尺寸封装技术取得进展，将能够制造出尺寸超过光刻掩模尺寸12倍的超大芯片。在英特尔位于新墨西哥州里奥兰乔的工厂里，其先进封装技术正在扩大“光罩极限”——将封装尺寸扩大到目前行业标准的8倍，到2028年将扩大到12倍以上。这些超大芯片封装尺寸为240毫米x240毫米，光罩尺寸达到24倍，比目前除面板级封装之外的任何封装都要大。随着英特尔不断加速推进其先进封装解决方案，该公司将继续推动封装尺寸超过7倍光罩尺寸，近期路线图将扩展到12倍光罩尺寸以上，而面板级封装将使尺寸超过50倍光罩尺寸。</body></html>","source":"live_gelonghui","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>英特尔超大尺寸封装技术取得进展</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英特尔超大尺寸封装技术取得进展\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-30 09:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据科创板日报，日前，英特尔超大尺寸封装技术取得进展，将能够制造出尺寸超过光刻掩模尺寸12倍的超大芯片。在英特尔位于新墨西哥州里奥兰乔的工厂里，其先进封装技术正在扩大“光罩极限”——将封装尺寸扩大到目前行业标准的8倍，到2028年将扩大到12倍以上。这些超大芯片封装尺寸为240毫米x240毫米，光罩尺寸达到24倍，比目前除面板级封装之外的任何封装都要大。随着英特尔不断加速推进其先进封装解决方案，该...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","IE000SO60NU8.SGD":"RQI GLOBAL \"I\" (SGDHDG) ACC A","BK4588":"碎股","LU0859254822.USD":"T ROWE PRICE GLOBAL VALUE EQUITY \"A\" (USD) ACC","INTW":"2倍做多INTC ETF-GraniteShares","BK4605":"半导体精选","BK4533":"AQR资本管理(全球第二大对冲基金)","IE000BZT7R73.USD":"RQI GLOBAL \"I\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","INTC":"英特尔","LU2357627491.SGD":"TRP GLOBAL VALUE EQUITY \"AH\" (SGDHDG) ACC","BK4534":"瑞士信贷持仓","BK4579":"人工智能","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","TTEQ":"T. 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ACC"},"source_url":"https://www.gelonghui.com/rss/live/live.xml","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2655845955","content_text":"据科创板日报，日前，英特尔超大尺寸封装技术取得进展，将能够制造出尺寸超过光刻掩模尺寸12倍的超大芯片。在英特尔位于新墨西哥州里奥兰乔的工厂里，其先进封装技术正在扩大“光罩极限”——将封装尺寸扩大到目前行业标准的8倍，到2028年将扩大到12倍以上。这些超大芯片封装尺寸为240毫米x240毫米，光罩尺寸达到24倍，比目前除面板级封装之外的任何封装都要大。随着英特尔不断加速推进其先进封装解决方案，该公司将继续推动封装尺寸超过7倍光罩尺寸，近期路线图将扩展到12倍光罩尺寸以上，而面板级封装将使尺寸超过50倍光罩尺寸。","news_type":1,"symbols_score_info":{"AIQ":0.6,"LINT":0.6,"04335":1.98,"XNTK":0.6,"INTC":1.98,"INTW":0.6,"TTEQ":0.6,"LEGR":0.6,"CHPS":0.6,"SOXX":0.6,"DRIV":0.6,"QQQA":0.6,"AIS":0.6,"FTXL":0.6}},"isVote":1,"tweetType":1,"viewCount":769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":591367590847144,"gmtCreate":1785378352521,"gmtModify":1785379134626,"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/00600\">$爱芯元智(00600)$</a>&nbsp; 大股东吃翔去吧","listText":"<a href=\"https://laohu8.com/S/00600\">$爱芯元智(00600)$</a>&nbsp; 大股东吃翔去吧","text":"$爱芯元智(00600)$ 大股东吃翔去吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/591367590847144","isVote":1,"tweetType":1,"viewCount":1116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":591434637275464,"gmtCreate":1785366796091,"gmtModify":1785372996700,"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":"亏损再次扩大！ &nbsp;这么简单的事实都眼瞎嘛","listText":"亏损再次扩大！ &nbsp;这么简单的事实都眼瞎嘛","text":"亏损再次扩大！ 这么简单的事实都眼瞎嘛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/591434637275464","repostId":"1120138831","repostType":2,"repost":{"id":"1120138831","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"行情直击","id":"1059448697","head_image":"https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a"},"pubTimestamp":1785359325,"share":"https://www.laohunote.com/m/news/1120138831?lang=zh_CN&edition=full","pubTime":"2026-07-30 05:08","market":"us","language":"zh","title":"异动解读｜英特尔盘后下跌3.03%，代工客户拓展不及预期叠加半导体板块整体承压延续跌势","url":"https://stock-news.laohu8.com/highlight/detail?id=1120138831","media":"行情直击","summary":"7月30日，英特尔盘后下跌3.03%，报79.39美元/股，成交额15.15亿美元，延续此前连续多个交易日的回调走势。消息面上，英特尔代工业务客户拓展进度不及预期，算力芯片赛道竞争加剧，下游云端客户优先采购专用AI芯片导致通用处理器需求放缓。板块层面，半导体板块整体承压，美光科技跌3.65%、SK海力士跌2.75%、美国超微公司跌1.24%、台积电跌0.99%，板块性抛压进一步加剧个股回调。","content":"<p><p>7月30日，英特尔盘后下跌3.03%，报79.39美元/股，成交额15.15亿美元，延续此前连续多个交易日的回调走势。</p><p>消息面上，英特尔代工业务客户拓展进度不及预期，算力芯片赛道竞争加剧，下游云端客户优先采购专用AI芯片导致通用处理器需求放缓。同时，公司将全年资本支出从150亿美元大幅上调至200亿美元，调整后自由现金流仍为负值，Cantor Fitzgerald下调目标价至125美元，韦德布什维持中性评级，高资本开支持续压制估值空间。板块层面，半导体板块整体承压，美光科技跌3.65%、SK海力士跌2.75%、美国超微公司跌1.24%、台积电跌0.99%，板块性抛压进一步加剧个股回调。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></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\" 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style=\"background-image:url(https://static.tigerbbs.com/51943b2858f75e05ca2ebb144b4e626a);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">行情直击 </p>\n<p class=\"h-time\">2026-07-30 05:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><p>7月30日，英特尔盘后下跌3.03%，报79.39美元/股，成交额15.15亿美元，延续此前连续多个交易日的回调走势。</p><p>消息面上，英特尔代工业务客户拓展进度不及预期，算力芯片赛道竞争加剧，下游云端客户优先采购专用AI芯片导致通用处理器需求放缓。同时，公司将全年资本支出从150亿美元大幅上调至200亿美元，调整后自由现金流仍为负值，Cantor Fitzgerald下调目标价至125美元，韦德布什维持中性评级，高资本开支持续压制估值空间。板块层面，半导体板块整体承压，美光科技跌3.65%、SK海力士跌2.75%、美国超微公司跌1.24%、台积电跌0.99%，板块性抛压进一步加剧个股回调。</p><p>（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）</p></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":"1120138831","content_text":"7月30日，英特尔盘后下跌3.03%，报79.39美元/股，成交额15.15亿美元，延续此前连续多个交易日的回调走势。消息面上，英特尔代工业务客户拓展进度不及预期，算力芯片赛道竞争加剧，下游云端客户优先采购专用AI芯片导致通用处理器需求放缓。同时，公司将全年资本支出从150亿美元大幅上调至200亿美元，调整后自由现金流仍为负值，Cantor Fitzgerald下调目标价至125美元，韦德布什维持中性评级，高资本开支持续压制估值空间。板块层面，半导体板块整体承压，美光科技跌3.65%、SK海力士跌2.75%、美国超微公司跌1.24%、台积电跌0.99%，板块性抛压进一步加剧个股回调。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","news_type":1,"symbols_score_info":{"INTC":1}},"isVote":1,"tweetType":1,"viewCount":622,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":591048768795584,"gmtCreate":1785300546694,"gmtModify":1785300548966,"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; 总算回到30","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a>&nbsp; 总算回到30","text":"$小米集团-W(01810)$ 总算回到30","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/591048768795584","isVote":1,"tweetType":1,"viewCount":717,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":590656334210008,"gmtCreate":1785204744724,"gmtModify":1785207220105,"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":"ai沾边，是个猪都会上天的","listText":"ai沾边，是个猪都会上天的","text":"ai沾边，是个猪都会上天的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/590656334210008","repostId":"2653844740","repostType":2,"repost":{"id":"2653844740","kind":"highlight","pubTimestamp":1784895082,"share":"https://www.laohunote.com/m/news/2653844740?lang=zh_CN&edition=full","pubTime":"2026-07-24 20:11","market":"us","language":"zh","title":"爱芯元智成立全资子公司“爱芯计算”，升级AI算力战略布局","url":"https://stock-news.laohu8.com/highlight/detail?id=2653844740","media":"雷递网","summary":"AI系统芯片（SoC）供应商爱芯元智今日宣布，成立全资子公司“爱芯计算”。此举标志着爱芯元智在AI算力领域的战略布局全面升级，旨在进一步聚焦AI计算核心能力，加速AI推理技术的创新与应用，为AI产业提供更专业、高效的算力解决方案。","content":"<html><body><p><img src=\"https://static.tigerbbs.com/071655b3feeb464b9c1765281b18c099\" title=\"1.jpeg\"/></p><p><span>雷递网 乐天 7月24日</span></p><p>AI系统芯片（SoC）供应商<a href=\"https://laohu8.com/S/00600\">爱芯元智</a>今日宣布，成立全资子公司“爱芯计算”。此举标志着爱芯元智在AI算力领域的战略布局全面升级，旨在进一步聚焦AI计算核心能力，加速AI推理技术的创新与应用，为AI产业提供更专业、高效的算力解决方案。</p><p>随着人工智能技术和应用的飞速发展，AI推理已成为驱动各行各业智能化转型的核心引擎。</p><p>爱芯元智称，公司深刻洞察到市场对安全可靠、高智价比AI推理算力的迫切需求。成立“爱芯计算”正是爱芯元智顺应这一趋势，从“AI芯片供应商”向“AI计算平台赋能者”战略跃迁的关键一步。</p><p>爱芯计算将承接并深化母公司自研“爱芯通元”混合精度NPU的深厚技术积累，凭借超高的计算效率与极低的物理功耗，在端侧及边缘侧推理上构建核心技术代差。其底层算子指令化架构设计，确保系统具备极高的易用性与完备的算子支持度，实现主流模型在边端侧“极速转换与一键跑通”。</p><p>爱芯计算称，将核心聚焦提供领先的AI推理解决方案，通过算力卡等标准化参考方案的完整交付，赋能具身智能、智慧办公、智慧零售、智慧教育、智慧工业等多元物理AI应用场景，助力客户快速实现商业闭环。</p><p>在本届刚刚收官的 WAIC 2026 世界人工智能大会现场，爱芯元曦系列 AI 推理卡、推理服务器，搭配具身智能大小脑整体方案及配套软件适配体系悉数对外亮相，验证了公司从自研芯片硬件到上层行业场景交付的全链路算力闭环实力。依托本次 WAIC 展出的成熟产品<a href=\"https://laohu8.com/S/301365\">矩阵</a>与技术落地经验，爱芯计算称，将为各类物理 AI 实用场景，持续输出高智价比的 AI 算力产品与一体化解决方案。</p><p>爱芯元智创始人、董事长仇肖莘博士表示：“成立爱芯计算，是我们面向未来AI时代做出的重要战略决策。它是爱芯元智技术实力的自然延伸，更是我们对AI产业发展趋势的积极响应。爱芯计算将继续以‘普惠 AI，造就美好生活’为企业使命，专注于AI算力的核心突破，通过持续创新，为客户提供极致的AI推理性能和智价比，共同构建一个智能无处不在的物理 AI世界。”</p><p>——————————————</p><p>雷递由媒体人雷建平创办，若转载请写明来源。</p></body></html>","source":"leinews_highlight","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>爱芯元智成立全资子公司“爱芯计算”，升级AI算力战略布局</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 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class=\"title\">\n爱芯元智成立全资子公司“爱芯计算”，升级AI算力战略布局\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-24 20:11 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.leinews.com/n34466/detail.html><strong>雷递网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>雷递网 乐天 7月24日AI系统芯片（SoC）供应商爱芯元智今日宣布，成立全资子公司“爱芯计算”。此举标志着爱芯元智在AI算力领域的战略布局全面升级，旨在进一步聚焦AI计算核心能力，加速AI推理技术的创新与应用，为AI产业提供更专业、高效的算力解决方案。随着人工智能技术和应用的飞速发展，AI推理已成为驱动各行各业智能化转型的核心引擎。爱芯元智称，公司深刻洞察到市场对安全可靠、高智价比AI推理算力的...</p>\n\n<a href=\"https://www.leinews.com/n34466/detail.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://leidinews-1256465536.cos.ap-chengdu.myqcloud.com/u_News/20260724/6392052067938645862327625.jpeg","relate_stocks":{"WISE":"THEMES GENERATIVE ARTIFICIAL INTELLIGENCE ETF","AIO":"Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund","BK1163":"半导体产品","WDAI":"Pacer S&P World 3AI Top 300 ETF","00600":"爱芯元智","BK1216":"多样化房地产活动"},"source_url":"https://www.leinews.com/n34466/detail.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2653844740","content_text":"雷递网 乐天 7月24日AI系统芯片（SoC）供应商爱芯元智今日宣布，成立全资子公司“爱芯计算”。此举标志着爱芯元智在AI算力领域的战略布局全面升级，旨在进一步聚焦AI计算核心能力，加速AI推理技术的创新与应用，为AI产业提供更专业、高效的算力解决方案。随着人工智能技术和应用的飞速发展，AI推理已成为驱动各行各业智能化转型的核心引擎。爱芯元智称，公司深刻洞察到市场对安全可靠、高智价比AI推理算力的迫切需求。成立“爱芯计算”正是爱芯元智顺应这一趋势，从“AI芯片供应商”向“AI计算平台赋能者”战略跃迁的关键一步。爱芯计算将承接并深化母公司自研“爱芯通元”混合精度NPU的深厚技术积累，凭借超高的计算效率与极低的物理功耗，在端侧及边缘侧推理上构建核心技术代差。其底层算子指令化架构设计，确保系统具备极高的易用性与完备的算子支持度，实现主流模型在边端侧“极速转换与一键跑通”。爱芯计算称，将核心聚焦提供领先的AI推理解决方案，通过算力卡等标准化参考方案的完整交付，赋能具身智能、智慧办公、智慧零售、智慧教育、智慧工业等多元物理AI应用场景，助力客户快速实现商业闭环。在本届刚刚收官的 WAIC 2026 世界人工智能大会现场，爱芯元曦系列 AI 推理卡、推理服务器，搭配具身智能大小脑整体方案及配套软件适配体系悉数对外亮相，验证了公司从自研芯片硬件到上层行业场景交付的全链路算力闭环实力。依托本次 WAIC 展出的成熟产品矩阵与技术落地经验，爱芯计算称，将为各类物理 AI 实用场景，持续输出高智价比的 AI 算力产品与一体化解决方案。爱芯元智创始人、董事长仇肖莘博士表示：“成立爱芯计算，是我们面向未来AI时代做出的重要战略决策。它是爱芯元智技术实力的自然延伸，更是我们对AI产业发展趋势的积极响应。爱芯计算将继续以‘普惠 AI，造就美好生活’为企业使命，专注于AI算力的核心突破，通过持续创新，为客户提供极致的AI推理性能和智价比，共同构建一个智能无处不在的物理 AI世界。”——————————————雷递由媒体人雷建平创办，若转载请写明来源。","news_type":1,"symbols_score_info":{"WISE":1.5,"00600":1.5,"AIO":1.5,"WDAI":1.5}},"isVote":1,"tweetType":1,"viewCount":807,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":590656362357000,"gmtCreate":1785204681858,"gmtModify":1785207220191,"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":"去死吧，烂无可烂","listText":"去死吧，烂无可烂","text":"去死吧，烂无可烂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/590656362357000","repostId":"2653844740","repostType":2,"repost":{"id":"2653844740","kind":"highlight","pubTimestamp":1784895082,"share":"https://www.laohunote.com/m/news/2653844740?lang=zh_CN&edition=full","pubTime":"2026-07-24 20:11","market":"us","language":"zh","title":"爱芯元智成立全资子公司“爱芯计算”，升级AI算力战略布局","url":"https://stock-news.laohu8.com/highlight/detail?id=2653844740","media":"雷递网","summary":"AI系统芯片（SoC）供应商爱芯元智今日宣布，成立全资子公司“爱芯计算”。此举标志着爱芯元智在AI算力领域的战略布局全面升级，旨在进一步聚焦AI计算核心能力，加速AI推理技术的创新与应用，为AI产业提供更专业、高效的算力解决方案。","content":"<html><body><p><img src=\"https://static.tigerbbs.com/071655b3feeb464b9c1765281b18c099\" title=\"1.jpeg\"/></p><p><span>雷递网 乐天 7月24日</span></p><p>AI系统芯片（SoC）供应商<a href=\"https://laohu8.com/S/00600\">爱芯元智</a>今日宣布，成立全资子公司“爱芯计算”。此举标志着爱芯元智在AI算力领域的战略布局全面升级，旨在进一步聚焦AI计算核心能力，加速AI推理技术的创新与应用，为AI产业提供更专业、高效的算力解决方案。</p><p>随着人工智能技术和应用的飞速发展，AI推理已成为驱动各行各业智能化转型的核心引擎。</p><p>爱芯元智称，公司深刻洞察到市场对安全可靠、高智价比AI推理算力的迫切需求。成立“爱芯计算”正是爱芯元智顺应这一趋势，从“AI芯片供应商”向“AI计算平台赋能者”战略跃迁的关键一步。</p><p>爱芯计算将承接并深化母公司自研“爱芯通元”混合精度NPU的深厚技术积累，凭借超高的计算效率与极低的物理功耗，在端侧及边缘侧推理上构建核心技术代差。其底层算子指令化架构设计，确保系统具备极高的易用性与完备的算子支持度，实现主流模型在边端侧“极速转换与一键跑通”。</p><p>爱芯计算称，将核心聚焦提供领先的AI推理解决方案，通过算力卡等标准化参考方案的完整交付，赋能具身智能、智慧办公、智慧零售、智慧教育、智慧工业等多元物理AI应用场景，助力客户快速实现商业闭环。</p><p>在本届刚刚收官的 WAIC 2026 世界人工智能大会现场，爱芯元曦系列 AI 推理卡、推理服务器，搭配具身智能大小脑整体方案及配套软件适配体系悉数对外亮相，验证了公司从自研芯片硬件到上层行业场景交付的全链路算力闭环实力。依托本次 WAIC 展出的成熟产品<a href=\"https://laohu8.com/S/301365\">矩阵</a>与技术落地经验，爱芯计算称，将为各类物理 AI 实用场景，持续输出高智价比的 AI 算力产品与一体化解决方案。</p><p>爱芯元智创始人、董事长仇肖莘博士表示：“成立爱芯计算，是我们面向未来AI时代做出的重要战略决策。它是爱芯元智技术实力的自然延伸，更是我们对AI产业发展趋势的积极响应。爱芯计算将继续以‘普惠 AI，造就美好生活’为企业使命，专注于AI算力的核心突破，通过持续创新，为客户提供极致的AI推理性能和智价比，共同构建一个智能无处不在的物理 AI世界。”</p><p>——————————————</p><p>雷递由媒体人雷建平创办，若转载请写明来源。</p></body></html>","source":"leinews_highlight","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>爱芯元智成立全资子公司“爱芯计算”，升级AI算力战略布局</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 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ETF","00600":"爱芯元智","BK1216":"多样化房地产活动"},"source_url":"https://www.leinews.com/n34466/detail.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2653844740","content_text":"雷递网 乐天 7月24日AI系统芯片（SoC）供应商爱芯元智今日宣布，成立全资子公司“爱芯计算”。此举标志着爱芯元智在AI算力领域的战略布局全面升级，旨在进一步聚焦AI计算核心能力，加速AI推理技术的创新与应用，为AI产业提供更专业、高效的算力解决方案。随着人工智能技术和应用的飞速发展，AI推理已成为驱动各行各业智能化转型的核心引擎。爱芯元智称，公司深刻洞察到市场对安全可靠、高智价比AI推理算力的迫切需求。成立“爱芯计算”正是爱芯元智顺应这一趋势，从“AI芯片供应商”向“AI计算平台赋能者”战略跃迁的关键一步。爱芯计算将承接并深化母公司自研“爱芯通元”混合精度NPU的深厚技术积累，凭借超高的计算效率与极低的物理功耗，在端侧及边缘侧推理上构建核心技术代差。其底层算子指令化架构设计，确保系统具备极高的易用性与完备的算子支持度，实现主流模型在边端侧“极速转换与一键跑通”。爱芯计算称，将核心聚焦提供领先的AI推理解决方案，通过算力卡等标准化参考方案的完整交付，赋能具身智能、智慧办公、智慧零售、智慧教育、智慧工业等多元物理AI应用场景，助力客户快速实现商业闭环。在本届刚刚收官的 WAIC 2026 世界人工智能大会现场，爱芯元曦系列 AI 推理卡、推理服务器，搭配具身智能大小脑整体方案及配套软件适配体系悉数对外亮相，验证了公司从自研芯片硬件到上层行业场景交付的全链路算力闭环实力。依托本次 WAIC 展出的成熟产品矩阵与技术落地经验，爱芯计算称，将为各类物理 AI 实用场景，持续输出高智价比的 AI 算力产品与一体化解决方案。爱芯元智创始人、董事长仇肖莘博士表示：“成立爱芯计算，是我们面向未来AI时代做出的重要战略决策。它是爱芯元智技术实力的自然延伸，更是我们对AI产业发展趋势的积极响应。爱芯计算将继续以‘普惠 AI，造就美好生活’为企业使命，专注于AI算力的核心突破，通过持续创新，为客户提供极致的AI推理性能和智价比，共同构建一个智能无处不在的物理 AI世界。”——————————————雷递由媒体人雷建平创办，若转载请写明来源。","news_type":1,"symbols_score_info":{"WISE":1.5,"00600":1.5,"AIO":1.5,"WDAI":1.5}},"isVote":1,"tweetType":1,"viewCount":467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":590316068233496,"gmtCreate":1785123788731,"gmtModify":1785123913277,"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":"大股东就是一个傻叉， ai风口猪都能上天， 她不行[捂脸]&nbsp; [捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","listText":"大股东就是一个傻叉， ai风口猪都能上天， 她不行[捂脸]&nbsp; [捂脸]&nbsp; [捂脸]&nbsp;&nbsp;","text":"大股东就是一个傻叉， ai风口猪都能上天， 她不行[捂脸] [捂脸] [捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/590316068233496","repostId":"2653844740","repostType":2,"repost":{"id":"2653844740","kind":"highlight","pubTimestamp":1784895082,"share":"https://www.laohunote.com/m/news/2653844740?lang=zh_CN&edition=full","pubTime":"2026-07-24 20:11","market":"us","language":"zh","title":"爱芯元智成立全资子公司“爱芯计算”，升级AI算力战略布局","url":"https://stock-news.laohu8.com/highlight/detail?id=2653844740","media":"雷递网","summary":"AI系统芯片（SoC）供应商爱芯元智今日宣布，成立全资子公司“爱芯计算”。此举标志着爱芯元智在AI算力领域的战略布局全面升级，旨在进一步聚焦AI计算核心能力，加速AI推理技术的创新与应用，为AI产业提供更专业、高效的算力解决方案。","content":"<html><body><p><img src=\"https://static.tigerbbs.com/071655b3feeb464b9c1765281b18c099\" title=\"1.jpeg\"/></p><p><span>雷递网 乐天 7月24日</span></p><p>AI系统芯片（SoC）供应商<a href=\"https://laohu8.com/S/00600\">爱芯元智</a>今日宣布，成立全资子公司“爱芯计算”。此举标志着爱芯元智在AI算力领域的战略布局全面升级，旨在进一步聚焦AI计算核心能力，加速AI推理技术的创新与应用，为AI产业提供更专业、高效的算力解决方案。</p><p>随着人工智能技术和应用的飞速发展，AI推理已成为驱动各行各业智能化转型的核心引擎。</p><p>爱芯元智称，公司深刻洞察到市场对安全可靠、高智价比AI推理算力的迫切需求。成立“爱芯计算”正是爱芯元智顺应这一趋势，从“AI芯片供应商”向“AI计算平台赋能者”战略跃迁的关键一步。</p><p>爱芯计算将承接并深化母公司自研“爱芯通元”混合精度NPU的深厚技术积累，凭借超高的计算效率与极低的物理功耗，在端侧及边缘侧推理上构建核心技术代差。其底层算子指令化架构设计，确保系统具备极高的易用性与完备的算子支持度，实现主流模型在边端侧“极速转换与一键跑通”。</p><p>爱芯计算称，将核心聚焦提供领先的AI推理解决方案，通过算力卡等标准化参考方案的完整交付，赋能具身智能、智慧办公、智慧零售、智慧教育、智慧工业等多元物理AI应用场景，助力客户快速实现商业闭环。</p><p>在本届刚刚收官的 WAIC 2026 世界人工智能大会现场，爱芯元曦系列 AI 推理卡、推理服务器，搭配具身智能大小脑整体方案及配套软件适配体系悉数对外亮相，验证了公司从自研芯片硬件到上层行业场景交付的全链路算力闭环实力。依托本次 WAIC 展出的成熟产品<a href=\"https://laohu8.com/S/301365\">矩阵</a>与技术落地经验，爱芯计算称，将为各类物理 AI 实用场景，持续输出高智价比的 AI 算力产品与一体化解决方案。</p><p>爱芯元智创始人、董事长仇肖莘博士表示：“成立爱芯计算，是我们面向未来AI时代做出的重要战略决策。它是爱芯元智技术实力的自然延伸，更是我们对AI产业发展趋势的积极响应。爱芯计算将继续以‘普惠 AI，造就美好生活’为企业使命，专注于AI算力的核心突破，通过持续创新，为客户提供极致的AI推理性能和智价比，共同构建一个智能无处不在的物理 AI世界。”</p><p>——————————————</p><p>雷递由媒体人雷建平创办，若转载请写明来源。</p></body></html>","source":"leinews_highlight","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>爱芯元智成立全资子公司“爱芯计算”，升级AI算力战略布局</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 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class=\"title\">\n爱芯元智成立全资子公司“爱芯计算”，升级AI算力战略布局\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-24 20:11 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.leinews.com/n34466/detail.html><strong>雷递网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>雷递网 乐天 7月24日AI系统芯片（SoC）供应商爱芯元智今日宣布，成立全资子公司“爱芯计算”。此举标志着爱芯元智在AI算力领域的战略布局全面升级，旨在进一步聚焦AI计算核心能力，加速AI推理技术的创新与应用，为AI产业提供更专业、高效的算力解决方案。随着人工智能技术和应用的飞速发展，AI推理已成为驱动各行各业智能化转型的核心引擎。爱芯元智称，公司深刻洞察到市场对安全可靠、高智价比AI推理算力的...</p>\n\n<a href=\"https://www.leinews.com/n34466/detail.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://leidinews-1256465536.cos.ap-chengdu.myqcloud.com/u_News/20260724/6392052067938645862327625.jpeg","relate_stocks":{"WISE":"THEMES GENERATIVE ARTIFICIAL INTELLIGENCE ETF","AIO":"Virtus AllianzGI Artificial Intelligence & Technology Opportunities Fund","BK1163":"半导体产品","WDAI":"Pacer S&P World 3AI Top 300 ETF","00600":"爱芯元智","BK1216":"多样化房地产活动"},"source_url":"https://www.leinews.com/n34466/detail.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2653844740","content_text":"雷递网 乐天 7月24日AI系统芯片（SoC）供应商爱芯元智今日宣布，成立全资子公司“爱芯计算”。此举标志着爱芯元智在AI算力领域的战略布局全面升级，旨在进一步聚焦AI计算核心能力，加速AI推理技术的创新与应用，为AI产业提供更专业、高效的算力解决方案。随着人工智能技术和应用的飞速发展，AI推理已成为驱动各行各业智能化转型的核心引擎。爱芯元智称，公司深刻洞察到市场对安全可靠、高智价比AI推理算力的迫切需求。成立“爱芯计算”正是爱芯元智顺应这一趋势，从“AI芯片供应商”向“AI计算平台赋能者”战略跃迁的关键一步。爱芯计算将承接并深化母公司自研“爱芯通元”混合精度NPU的深厚技术积累，凭借超高的计算效率与极低的物理功耗，在端侧及边缘侧推理上构建核心技术代差。其底层算子指令化架构设计，确保系统具备极高的易用性与完备的算子支持度，实现主流模型在边端侧“极速转换与一键跑通”。爱芯计算称，将核心聚焦提供领先的AI推理解决方案，通过算力卡等标准化参考方案的完整交付，赋能具身智能、智慧办公、智慧零售、智慧教育、智慧工业等多元物理AI应用场景，助力客户快速实现商业闭环。在本届刚刚收官的 WAIC 2026 世界人工智能大会现场，爱芯元曦系列 AI 推理卡、推理服务器，搭配具身智能大小脑整体方案及配套软件适配体系悉数对外亮相，验证了公司从自研芯片硬件到上层行业场景交付的全链路算力闭环实力。依托本次 WAIC 展出的成熟产品矩阵与技术落地经验，爱芯计算称，将为各类物理 AI 实用场景，持续输出高智价比的 AI 算力产品与一体化解决方案。爱芯元智创始人、董事长仇肖莘博士表示：“成立爱芯计算，是我们面向未来AI时代做出的重要战略决策。它是爱芯元智技术实力的自然延伸，更是我们对AI产业发展趋势的积极响应。爱芯计算将继续以‘普惠 AI，造就美好生活’为企业使命，专注于AI算力的核心突破，通过持续创新，为客户提供极致的AI推理性能和智价比，共同构建一个智能无处不在的物理 AI世界。”——————————————雷递由媒体人雷建平创办，若转载请写明来源。","news_type":1,"symbols_score_info":{"WISE":1.5,"00600":1.5,"AIO":1.5,"WDAI":1.5}},"isVote":1,"tweetType":1,"viewCount":459,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":589471467421840,"gmtCreate":1784945448893,"gmtModify":1784945451202,"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> 过去4代古董芯片都复活再产， 产能闲置，没有高毛利订单，急着要利润","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 过去4代古董芯片都复活再产， 产能闲置，没有高毛利订单，急着要利润","text":"$英特尔(INTC)$ 过去4代古董芯片都复活再产， 产能闲置，没有高毛利订单，急着要利润","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/589471467421840","isVote":1,"tweetType":1,"viewCount":630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":588497110672680,"gmtCreate":1784707557032,"gmtModify":1784708131963,"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/00600\">$爱芯元智(00600)$</a>&nbsp; 烂如狗屎","listText":"<a href=\"https://laohu8.com/S/00600\">$爱芯元智(00600)$</a>&nbsp; 烂如狗屎","text":"$爱芯元智(00600)$ 烂如狗屎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/588497110672680","isVote":1,"tweetType":1,"viewCount":836,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":588487792709672,"gmtCreate":1784705196053,"gmtModify":1784705198123,"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":"没关系，英特尔股价涨过啦","listText":"没关系，英特尔股价涨过啦","text":"没关系，英特尔股价涨过啦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/588487792709672","repostId":"2653690734","repostType":2,"repost":{"id":"2653690734","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":1784702372,"share":"https://www.laohunote.com/m/news/2653690734?lang=zh_CN&edition=full","pubTime":"2026-07-22 14:39","market":"sg","language":"zh","title":"否认了！SK海力士：没有收购英特尔美国晶圆厂","url":"https://stock-news.laohu8.com/highlight/detail?id=2653690734","media":"华尔街见闻","summary":"有韩媒22日报道称，SK海力士正与英特尔就收购俄亥俄州半导体园区展开谈判，目标是在五年内于美国本土生产存储芯片。同日，SK海力士发布澄清公告，明确表示\"没有推进或决定收购英特尔俄亥俄州地块及晶圆厂（Fab）的事实\"，但同时承认\"持续评估各类投资和收购机会\"。","content":"<html><head></head><body><blockquote><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>明确否认正在推进收购<a href=\"https://laohu8.com/S/INTC\">英特尔</a>俄亥俄州半导体园区的报道，但该公司赴美建厂的大方向已基本明朗。</p></blockquote><p style=\"text-align: left;\">韩国《中央日报》7月22日援引匿名知情人士报道称，SK海力士正与英特尔就收购俄亥俄州半导体园区展开谈判，目标是在五年内于美国本土生产存储芯片。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f4d2a5a00e8683a4461b488033c55c3\" data-align=\"center\" tg-width=\"1024\" tg-height=\"564\"/><span></span></p><p style=\"text-align: left;\">该报道随即引发市场广泛关注。<strong>同日，SK海力士发布澄清公告，明确表示&#34;没有推进或决定收购英特尔俄亥俄州地块及晶圆厂（Fab）的事实&#34;，但同时承认&#34;持续评估各类投资和收购机会&#34;。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26bff9c462a29a3db409f8c469197d9c\" data-align=\"center\" tg-width=\"1024\" tg-height=\"714\"/><span></span></p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\">尽管收购传闻遭到否认，SK海力士扩大美国本土生产布局的压力仍在持续。该公司财务负责人金宇铉（김우현）签署了上述澄清公告。</p><h2 style=\"text-align: left;\">报道称谈判进行中，SK海力士予以否认</h2><p style=\"text-align: left;\">韩媒报道援引&#34;熟悉SK海力士内部情况的匿名人士&#34;称，与英特尔的收购谈判已进入实质阶段，&#34;内部审查和政府审批程序正在推进&#34;，收购金额与时间尚在协商中。</p><p style=\"text-align: left;\">英特尔俄亥俄州园区位于纽阿尔巴尼市，于2022年破土动工，目前已完成混凝土浇筑和钢结构等主要基础施工，规划总面积约404万平方米，可建设8座晶圆厂，全面开发预计耗资约1000亿美元。英特尔原计划在第一阶段投入约280亿美元、于2025年完工&#34;Fab 27&#34;和&#34;Fab 28&#34;两座工厂，但受代工业务客户拓展不利及资金压力影响，工厂投产时间已推迟至2030至2031年。</p><p style=\"text-align: left;\">针对上述报道，SK海力士在韩国交易所澄清公告平台发布声明，明确否认了收购推进或决策的存在，但措辞留有余地，未排除未来进行相关评估的可能性。</p><h2 style=\"text-align: left;\">美国施压在先，赴美建厂方向已定</h2><p style=\"text-align: left;\">否认收购传闻的背景下，SK海力士赴美扩产的战略意图已通过高层表态公开确认。SK集团会长崔泰源7月15日在济州岛大韩商工会议所夏季论坛上表示，&#34;目前存储芯片价格异常偏高，需要扩大供应、压低价格&#34;，并明确提出&#34;不仅要在湖南，也要在美国建设半导体工厂，现在正在寻找地点，需要尽快推进&#34;。</p><p style=\"text-align: left;\">来自美国政府的压力是重要背景。美国商务部长Howard Lutnick本月10日出席<a href=\"https://laohu8.com/S/MU\">美光</a>纽约工厂活动时表示，希望&#34;召唤<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>和SK海力士来美国建设生产设施&#34;。半导体业界普遍将这一表态解读为，美方要求已从封装后道工序延伸至DRAM等存储芯片前道工序的本土化生产。</p><p style=\"text-align: left;\">目前，SK海力士正在印第安纳州投资约38.7亿美元建设高带宽存储器（HBM）封装生产基地，预计2028年投产。<a href=\"https://laohu8.com/S/SMSD.UK\">三星电子</a>则正在德克萨斯州泰勒市推进约370亿美元的先进代工厂及研发设施建设项目。</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>否认了！SK海力士：没有收购英特尔美国晶圆厂</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n否认了！SK海力士：没有收购英特尔美国晶圆厂\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\">2026-07-22 14:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>明确否认正在推进收购<a href=\"https://laohu8.com/S/INTC\">英特尔</a>俄亥俄州半导体园区的报道，但该公司赴美建厂的大方向已基本明朗。</p></blockquote><p style=\"text-align: left;\">韩国《中央日报》7月22日援引匿名知情人士报道称，SK海力士正与英特尔就收购俄亥俄州半导体园区展开谈判，目标是在五年内于美国本土生产存储芯片。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8f4d2a5a00e8683a4461b488033c55c3\" data-align=\"center\" tg-width=\"1024\" tg-height=\"564\"/><span></span></p><p style=\"text-align: left;\">该报道随即引发市场广泛关注。<strong>同日，SK海力士发布澄清公告，明确表示&#34;没有推进或决定收购英特尔俄亥俄州地块及晶圆厂（Fab）的事实&#34;，但同时承认&#34;持续评估各类投资和收购机会&#34;。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26bff9c462a29a3db409f8c469197d9c\" data-align=\"center\" tg-width=\"1024\" tg-height=\"714\"/><span></span></p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\">尽管收购传闻遭到否认，SK海力士扩大美国本土生产布局的压力仍在持续。该公司财务负责人金宇铉（김우현）签署了上述澄清公告。</p><h2 style=\"text-align: left;\">报道称谈判进行中，SK海力士予以否认</h2><p style=\"text-align: left;\">韩媒报道援引&#34;熟悉SK海力士内部情况的匿名人士&#34;称，与英特尔的收购谈判已进入实质阶段，&#34;内部审查和政府审批程序正在推进&#34;，收购金额与时间尚在协商中。</p><p style=\"text-align: left;\">英特尔俄亥俄州园区位于纽阿尔巴尼市，于2022年破土动工，目前已完成混凝土浇筑和钢结构等主要基础施工，规划总面积约404万平方米，可建设8座晶圆厂，全面开发预计耗资约1000亿美元。英特尔原计划在第一阶段投入约280亿美元、于2025年完工&#34;Fab 27&#34;和&#34;Fab 28&#34;两座工厂，但受代工业务客户拓展不利及资金压力影响，工厂投产时间已推迟至2030至2031年。</p><p style=\"text-align: left;\">针对上述报道，SK海力士在韩国交易所澄清公告平台发布声明，明确否认了收购推进或决策的存在，但措辞留有余地，未排除未来进行相关评估的可能性。</p><h2 style=\"text-align: left;\">美国施压在先，赴美建厂方向已定</h2><p style=\"text-align: left;\">否认收购传闻的背景下，SK海力士赴美扩产的战略意图已通过高层表态公开确认。SK集团会长崔泰源7月15日在济州岛大韩商工会议所夏季论坛上表示，&#34;目前存储芯片价格异常偏高，需要扩大供应、压低价格&#34;，并明确提出&#34;不仅要在湖南，也要在美国建设半导体工厂，现在正在寻找地点，需要尽快推进&#34;。</p><p style=\"text-align: left;\">来自美国政府的压力是重要背景。美国商务部长Howard Lutnick本月10日出席<a href=\"https://laohu8.com/S/MU\">美光</a>纽约工厂活动时表示，希望&#34;召唤<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>和SK海力士来美国建设生产设施&#34;。半导体业界普遍将这一表态解读为，美方要求已从封装后道工序延伸至DRAM等存储芯片前道工序的本土化生产。</p><p style=\"text-align: left;\">目前，SK海力士正在印第安纳州投资约38.7亿美元建设高带宽存储器（HBM）封装生产基地，预计2028年投产。<a href=\"https://laohu8.com/S/SMSD.UK\">三星电子</a>则正在德克萨斯州泰勒市推进约370亿美元的先进代工厂及研发设施建设项目。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/224c0a72a3fa0a5b8db6b9db6dbd9ecd","relate_stocks":{"FTXL":"First Trust Nasdaq Semiconductor ETF","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","IE000WAW04H5.SGD":"RQI GLOBAL \"I\" (SGD) INC A","AIQ":"Global X Artificial Intelligence & Technology ETF","BK4535":"淡马锡持仓","IE0000B7K699.USD":"RQI GLOBAL \"I\" (USD) INC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","IE000F7OJYX1.SGD":"RQI GLOBAL \"I\" (SGDHDG) INC","IE000SO60NU8.SGD":"RQI GLOBAL \"I\" (SGDHDG) ACC A","LU0859254822.USD":"T ROWE PRICE GLOBAL VALUE EQUITY \"A\" (USD) ACC","BK4612":"AI芯片","BK4515":"5G概念","LU0149725797.USD":"汇丰美国股市经济规模基金","IE000BZT7R73.USD":"RQI GLOBAL \"I\" (USD) 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