luckyseven的个人主页 - 老虎社区

luckyseven

luckyseven

每百天增加7cm计划

IP属地：上海

20关注

9粉丝

3主题

0勋章

02-06

$双登股份(06960)$ 老登一个

01-20

跌成翔了

小米集团：1月20日斥资约1.96亿港元回购550万股B类股份

01-16

深井冰

追觅科技CEO宣布将推出对标携程产品挑战在线旅游市场垄断格局

01-15

$Destiny Tech100 Inc(DXYZ)$ 马斯克通过社交平台表示，三年内星舰发射频率将超每小时一次，明确SpaceX终极目标为每年生产1万艘星舰。

2025-12-16

笑死，7万巨资

手回集团(02621)12月15日斥资7.34万港元回购2.04万股

2025-12-03

$手回集团(02621)$ 上午11点，成交量0[喷血]

2025-11-26

goog名字后面那坨是啥

2025-11-20

$小米集团-W(01810)$ 太惨了

2025-11-01

来七个，顶我上去

2025-10-28

OpenAI and friends

PayPal与OpenAI达成合作，成为ChatGPT首个支付钱包

2025-10-24

我提前帮你出了吧，预期的-0.1[笑哭]

白宫宣布下月或不会发布CPI报告，12月美联储决策可能变得极为复杂

2025-10-20

难怪下午postman都卡住了

亚马逊云服务：可以确认依赖于美国东部1区的全球服务和功能已经恢复

2025-10-16

2030还有oai么

市场消息：到2030年，OpenAI在甲骨文服务器上的支出将大增

2025-10-15

看到就喝一杯，来自股东的支持

@Apple86:$霸王茶姬(CHA)$ 32块钱的成本……真的无语了

2025-10-07

挺别扭的，期待siri升级智能王者归来

在OpenAI展示AI能与传统软件共存后，Figma及多只科技股上涨

2025-10-06

OpenAI就是新的AI微策略，精辟！

2025-10-06

oai 会搞事

OpenAI与AMD达成价值数百亿美元的芯片交易，并可认购10%的股份

2025-10-06

$奥克斯电气(02580)$ KDJ看快触底了

2025-10-03

@佩洛西投资追踪果子在端侧AI和芯片都还有机会

2025-10-02

meme股

英特尔涨超7%，报道称在磋商纳AMD为新代工客户

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/01810\">小米集团-W</a> ：1月20日斥资约1.96亿港元回购550万股B类股份，每股回购价格为35.46港元-35.86港元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/913dbe06a2e4b5786b8d4a9897247185\" tg-width=\"1324\" tg-height=\"719\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/aea2b9ab8a046974039715aed46d9985","relate_stocks":{"01810":"小米集团-W","XIACY":"小米集团ADR"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140923575","content_text":"小米集团-W ：1月20日斥资约1.96亿港元回购550万股B类股份，每股回购价格为35.46港元-35.86港元。","news_type":1,"symbols_score_info":{"01810":1,"XIACY":1}},"isVote":1,"tweetType":1,"viewCount":243,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":522151146397816,"gmtCreate":1768514353990,"gmtModify":1768514377369,"author":{"id":"3576878115752303","authorId":"3576878115752303","name":"luckyseven","avatar":"https://static.tigerbbs.com/f2e34ff27051caed1983c8bfccee681a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576878115752303","idStr":"3576878115752303"},"themes":[],"title":"","htmlText":"深井冰","listText":"深井冰","text":"深井冰","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522151146397816","repostId":"2603981178","repostType":2,"repost":{"id":"2603981178","kind":"news","pubTimestamp":1768491000,"share":"https://www.laohu8.com/m/news/2603981178?lang=zh_CN&edition=full","pubTime":"2026-01-15 23:30","market":"us","language":"zh","title":"追觅科技CEO宣布将推出对标携程产品 挑战在线旅游市场垄断格局","url":"https://stock-news.laohu8.com/highlight/detail?id=2603981178","media":"太平洋科技","summary":"1月15日，市场监管总局宣布对携程涉嫌滥用市场支配地位实施垄断行为立案调查。追觅科技创始人兼CEO俞浩随即在朋友圈表态，宣称公司对标携程的产品\"今天就推出\"，并表示\"响应国家号召\"。俞浩还称追觅生态将成为人类历史上第一个百万亿美金的公司生态。据悉，智能家居品牌追觅近期在各个领域大幅扩张，短短几个月先后入局多个市场，还被曝出将入局无人机、小行星探索/采矿等领域。","content":"<html><body><article><p>1月15日，市场监管总局宣布对<a href=\"https://laohu8.com/S/TCOM\">携程</a>涉嫌滥用市场支配地位实施垄断行为立案调查。</p><p>追觅科技创始人兼CEO俞浩随即在朋友圈表态，宣称公司对标<a href=\"https://laohu8.com/S/09961\">携程</a>的产品\"今天就推出\"，并表示\"响应国家号召\"。俞浩还称追觅生态将成为人类历史上第一个百万亿美金的公司生态。</p><p>据悉，智能家居品牌追觅近期在各个领域大幅扩张，短短几个月先后入局多个市场，还被曝出将入局无人机、小行星探索/采矿等领域。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260115234733a71f3e8d&s=b><strong>太平洋科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1月15日，市场监管总局宣布对携程涉嫌滥用市场支配地位实施垄断行为立案调查。追觅科技创始人兼CEO俞浩随即在朋友圈表态，宣称公司对标携程的产品\"今天就推出\"，并表示\"响应国家号召\"。俞浩还称追觅生态将成为人类历史上第一个百万亿美金的公司生态。据悉，智能家居品牌追觅近期在各个领域大幅扩张，短短几个月先后入局多个市场，还被曝出将入局无人机、小行星探索/采矿等领域。</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260115234733a71f3e8d&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU1720050803.USD":"安联全方位中国股票基金","LU1868837722.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"2\" (USD) ACC","IE00B543WZ88.USD":"NEUBERGER BERMAN CHINA EQUITY \"A\" (USD) ACC","09961":"携程集团—S","BK4588":"碎股","LU0737861772.HKD":"FIDELITY EMERGING ASIA \"A \" (HKD) ACC","LU1961090484.USD":"ALLIANZ ALL CHINA EQUITY \"A\" (USD) INC","LU0370786039.SGD":"Fidelity Greater 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href=\"http://www.zhitongcaijing.com/content/detail/1381807.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"02621":"手回集团","BK1195":"保险经纪商"},"source_url":"http://www.zhitongcaijing.com/content/detail/1381807.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2591641395","content_text":"智通财经APP讯，手回集团(02621)发布公告，于2025年12月15日，该公司斥资7.34万港元回购2.04万股股份，每股回购价格为3.52-3.65港元。","news_type":1,"symbols_score_info":{"02621":1.5}},"isVote":1,"tweetType":1,"viewCount":3590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506891977281824,"gmtCreate":1764730866283,"gmtModify":1764731053185,"author":{"id":"3576878115752303","authorId":"3576878115752303","name":"luckyseven","avatar":"https://static.tigerbbs.com/f2e34ff27051caed1983c8bfccee681a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576878115752303","idStr":"3576878115752303"},"themes":[],"title":"","htmlText":"<a 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18:22","market":"us","language":"zh","title":"PayPal与OpenAI达成合作，成为ChatGPT首个支付钱包","url":"https://stock-news.laohu8.com/highlight/detail?id=1174286951","media":"老虎资讯综合","summary":"Paypal盘前大涨10%。消息面上，Paypal据称与OpenAI达成合作协议。PayPal透露，该公司已与OpenAI签署协议，将其数字钱包嵌入ChatGPT，用户可通过这款领先的消费级人工智能工具直接支付选购商品。PayPal首席执行官亚历克斯·克里斯表示，双方于上周末达成的这项协议意味着，从明年起PayPal生态系统的双方用户都将接入ChatGPT：PayPal用户可通过该AI平台购物，平台商户也可在ChatGPT上销售商品并展示库存清单。PayPal同时宣布，将在内部扩大应用OpenAI企业级AI产品以加速产品开发周期。","content":"<html><head></head><body><p>Paypal盘前大涨10%。消息面上，Paypal据称与OpenAI达成合作协议。</p><p style=\"text-align: start;\">PayPal透露，该公司已与OpenAI签署协议，将其数字钱包嵌入ChatGPT，用户可通过这款领先的消费级人工智能工具直接支付选购商品。</p><p style=\"text-align: start;\">PayPal首席执行官亚历克斯·克里斯表示，双方于上周末达成的这项协议意味着，从明年起PayPal生态系统的双方用户都将接入ChatGPT：PayPal用户可通过该AI平台购物，平台商户也可在ChatGPT上销售商品并展示库存清单。</p><p style=\"text-align: start;\">PayPal同时宣布，将在内部扩大应用OpenAI企业级AI产品以加速产品开发周期。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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\">2025-10-28 18:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>Paypal盘前大涨10%。消息面上，Paypal据称与OpenAI达成合作协议。</p><p style=\"text-align: start;\">PayPal透露，该公司已与OpenAI签署协议，将其数字钱包嵌入ChatGPT，用户可通过这款领先的消费级人工智能工具直接支付选购商品。</p><p style=\"text-align: start;\">PayPal首席执行官亚历克斯·克里斯表示，双方于上周末达成的这项协议意味着，从明年起PayPal生态系统的双方用户都将接入ChatGPT：PayPal用户可通过该AI平台购物，平台商户也可在ChatGPT上销售商品并展示库存清单。</p><p style=\"text-align: start;\">PayPal同时宣布，将在内部扩大应用OpenAI企业级AI产品以加速产品开发周期。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/037b82a390b47c7344ffba6a26d2c90c","relate_stocks":{"PYPL":"PayPal"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174286951","content_text":"Paypal盘前大涨10%。消息面上，Paypal据称与OpenAI达成合作协议。PayPal透露，该公司已与OpenAI签署协议，将其数字钱包嵌入ChatGPT，用户可通过这款领先的消费级人工智能工具直接支付选购商品。PayPal首席执行官亚历克斯·克里斯表示，双方于上周末达成的这项协议意味着，从明年起PayPal生态系统的双方用户都将接入ChatGPT：PayPal用户可通过该AI平台购物，平台商户也可在ChatGPT上销售商品并展示库存清单。PayPal同时宣布，将在内部扩大应用OpenAI企业级AI产品以加速产品开发周期。","news_type":1,"symbols_score_info":{"PYPL":1.1}},"isVote":1,"tweetType":1,"viewCount":1359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":492715484959096,"gmtCreate":1761312462323,"gmtModify":1761312464653,"author":{"id":"3576878115752303","authorId":"3576878115752303","name":"luckyseven","avatar":"https://static.tigerbbs.com/f2e34ff27051caed1983c8bfccee681a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576878115752303","idStr":"3576878115752303"},"themes":[],"htmlText":"我提前帮你出了吧，预期的-0.1[笑哭]&nbsp;&nbsp;","listText":"我提前帮你出了吧，预期的-0.1[笑哭]&nbsp;&nbsp;","text":"我提前帮你出了吧，预期的-0.1[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/492715484959096","repostId":"1105496083","repostType":4,"repost":{"id":"1105496083","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":1761312270,"share":"https://www.laohu8.com/m/news/1105496083?lang=zh_CN&edition=full","pubTime":"2025-10-24 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21:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>白宫宣布，下个月很可能不会发布美国通胀数据。机构分析师指出，需要注意的是，要公布10月份的通胀数据，美国劳工统计局工作人员必须在10月期间采集价格信息——而实际上，当时他们几乎都未在岗。经济学家指出，发布10月就业数据可能相对容易一些——毕竟企业清楚自己雇用了或解雇了哪些员工，并有相关记录可查，但如果10月份根本没有开展价格调查，那么要重新构建一份CPI报告，将会极其困难。</p><p>分析师认为，<strong>白宫的这一声明真正提醒了市场：如果缺乏关键数据，美联储12月的政策决策将变得极为复杂。政策制定者或许对就业形势的判断仍有信心，但对通胀走向的把握则明显不足。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e8de43451c68f57a0fdb81f66644722a","relate_stocks":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 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17:29","market":"us","language":"zh","title":"亚马逊云服务：可以确认依赖于美国东部1区的全球服务和功能已经恢复","url":"https://stock-news.laohu8.com/highlight/detail?id=1183025757","media":"老虎资讯综合","summary":"请求可能会继续失败。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a> 云服务：已经实施了初步缓解措施，我们正在观察一些受影响的Aws服务出现恢复的早期迹象。在此期间，请求可能会继续失败，我们正在努力实现完全解决问题。</p><p>Coinbase：我们正看到恢复的早期迹象，目前部分用户已能够访问并使用Coinbase服务。</p><p>今日，包括Coinbase、Snapchat、Roblox、Fortnite、多邻国等在内的全球多家网站“瘫痪”，疑与亚马逊云服务有关。</p><p>亚马逊云服务：可以确认依赖于美国东部1区的全球服务和功能已经恢复。底层DNS问题已得到全面缓解，目前大多数AWS服务运行正常。在我们全力解决问题的过程中，部分请求可能会被限流。</p><p>截至发稿，亚马逊盘前股价回升转涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d78b69af3dfe3bd532249fef8c1d93fc\" title=\"\" tg-width=\"1296\" tg-height=\"405\"/></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>亚马逊云服务：可以确认依赖于美国东部1区的全球服务和功能已经恢复</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; 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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亚马逊云服务：可以确认依赖于美国东部1区的全球服务和功能已经恢复\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\">2025-10-20 17:29</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/AMZN\">亚马逊</a> 云服务：已经实施了初步缓解措施，我们正在观察一些受影响的Aws服务出现恢复的早期迹象。在此期间，请求可能会继续失败，我们正在努力实现完全解决问题。</p><p>Coinbase：我们正看到恢复的早期迹象，目前部分用户已能够访问并使用Coinbase服务。</p><p>今日，包括Coinbase、Snapchat、Roblox、Fortnite、多邻国等在内的全球多家网站“瘫痪”，疑与亚马逊云服务有关。</p><p>亚马逊云服务：可以确认依赖于美国东部1区的全球服务和功能已经恢复。底层DNS问题已得到全面缓解，目前大多数AWS服务运行正常。在我们全力解决问题的过程中，部分请求可能会被限流。</p><p>截至发稿，亚马逊盘前股价回升转涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d78b69af3dfe3bd532249fef8c1d93fc\" title=\"\" tg-width=\"1296\" tg-height=\"405\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c30fcb92b1ef34e9ba44453b40ecde99","relate_stocks":{"AMZN":"亚马逊"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183025757","content_text":"亚马逊 云服务：已经实施了初步缓解措施，我们正在观察一些受影响的Aws服务出现恢复的早期迹象。在此期间，请求可能会继续失败，我们正在努力实现完全解决问题。Coinbase：我们正看到恢复的早期迹象，目前部分用户已能够访问并使用Coinbase服务。今日，包括Coinbase、Snapchat、Roblox、Fortnite、多邻国等在内的全球多家网站“瘫痪”，疑与亚马逊云服务有关。亚马逊云服务：可以确认依赖于美国东部1区的全球服务和功能已经恢复。底层DNS问题已得到全面缓解，目前大多数AWS服务运行正常。在我们全力解决问题的过程中，部分请求可能会被限流。截至发稿，亚马逊盘前股价回升转涨。","news_type":1,"symbols_score_info":{"AMZN":1.1}},"isVote":1,"tweetType":1,"viewCount":1467,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":490102588899456,"gmtCreate":1760620982656,"gmtModify":1760620984958,"author":{"id":"3576878115752303","authorId":"3576878115752303","name":"luckyseven","avatar":"https://static.tigerbbs.com/f2e34ff27051caed1983c8bfccee681a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576878115752303","idStr":"3576878115752303"},"themes":[],"htmlText":"2030还有oai么","listText":"2030还有oai么","text":"2030还有oai么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/490102588899456","repostId":"1115336697","repostType":2,"repost":{"id":"1115336697","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":1760620592,"share":"https://www.laohu8.com/m/news/1115336697?lang=zh_CN&edition=full","pubTime":"2025-10-16 21:16","market":"us","language":"zh","title":"市场消息：到2030年，OpenAI在甲骨文服务器上的支出将大增","url":"https://stock-news.laohu8.com/highlight/detail?id=1115336697","media":"老虎资讯综合","summary":"会超过在微软服务器上的支出。","content":"<html><head></head><body><p>据The Information报道，到2030年，OpenAI在 <a href=\"https://laohu8.com/S/ORCL\">甲骨文</a> 服务器上的支出可能会超过在 <a href=\"https://laohu8.com/S/MSFT\">微软</a> 服务器上的支出。</p><p>截至发稿，甲骨文盘前涨超1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33b05e7e78a189e4aac03399fc7d1308\" title=\"\" tg-width=\"441\" tg-height=\"124\"/></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>市场消息：到2030年，OpenAI在甲骨文服务器上的支出将大增</title>\n<style 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Information报道，到2030年，OpenAI在 <a href=\"https://laohu8.com/S/ORCL\">甲骨文</a> 服务器上的支出可能会超过在 <a href=\"https://laohu8.com/S/MSFT\">微软</a> 服务器上的支出。</p><p>截至发稿，甲骨文盘前涨超1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33b05e7e78a189e4aac03399fc7d1308\" title=\"\" tg-width=\"441\" tg-height=\"124\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c35c8a27605936ee42c5dc8842ec36a","relate_stocks":{"MSFT":"微软","ORCL":"甲骨文"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115336697","content_text":"据The Information报道，到2030年，OpenAI在 甲骨文 服务器上的支出可能会超过在 微软 服务器上的支出。截至发稿，甲骨文盘前涨超1%。","news_type":1,"symbols_score_info":{"MSFT":1.1,"ORCL":1.1}},"isVote":1,"tweetType":1,"viewCount":1778,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4175415904200302","authorId":"4175415904200302","name":"EricGo","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"4175415904200302","idStr":"4175415904200302"},"content":"你这说的，有吧，不然全用天朝的？","text":"你这说的，有吧，不然全用天朝的？","html":"你这说的，有吧，不然全用天朝的？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489317195550832,"gmtCreate":1760489654192,"gmtModify":1760489656366,"author":{"id":"3576878115752303","authorId":"3576878115752303","name":"luckyseven","avatar":"https://static.tigerbbs.com/f2e34ff27051caed1983c8bfccee681a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576878115752303","idStr":"3576878115752303"},"themes":[],"htmlText":"看到就喝一杯，来自股东的支持","listText":"看到就喝一杯，来自股东的支持","text":"看到就喝一杯，来自股东的支持","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489317195550832","repostId":"487018656460984","repostType":1,"repost":{"id":487018656460984,"gmtCreate":1759930017600,"gmtModify":1759930019518,"author":{"id":"4197772520268440","authorId":"4197772520268440","name":"Apple86","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4197772520268440","idStr":"4197772520268440"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$ </a> 32块钱的成本……真的无语了","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$ </a> 32块钱的成本……真的无语了","text":"$霸王茶姬(CHA)$ 32块钱的成本……真的无语了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487018656460984","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":4144,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":486548763504856,"gmtCreate":1759797052117,"gmtModify":1759797054521,"author":{"id":"3576878115752303","authorId":"3576878115752303","name":"luckyseven","avatar":"https://static.tigerbbs.com/f2e34ff27051caed1983c8bfccee681a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576878115752303","idStr":"3576878115752303"},"themes":[],"htmlText":"挺别扭的，期待siri升级智能王者归来","listText":"挺别扭的，期待siri升级智能王者归来","text":"挺别扭的，期待siri升级智能王者归来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/486548763504856","repostId":"1115395030","repostType":4,"repost":{"id":"1115395030","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":1759794270,"share":"https://www.laohu8.com/m/news/1115395030?lang=zh_CN&edition=full","pubTime":"2025-10-07 07:44","market":"hk","language":"zh","title":"在OpenAI展示AI能与传统软件共存后，Figma及多只科技股上涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1115395030","media":"老虎资讯综合","summary":"但周一Figma公司及其他部分科技股的强劲表现表明，AI与传统软件或许能够共存。OpenAI在周一的开发者日活动上宣布推出 Apps SDK，允许开发者在ChatGPT中构建应用，供其他用户使用。Figma股票表现尤其亮眼，盘中一度上涨16.4%，最终收涨7.4%。但Wedbush分析师表示，OpenAI的展示表明它可以成为这些企业的合作伙伴，而非颠覆者。不过，分析师也警告称，随着开发者在今年晚些时候通过ChatGPT提交应用获得批准，OpenAI若试图重塑用户使用习惯，仍存在一定的采用风险。","content":"<html><head></head><body><p>华尔街部分人士此前担心，人工智能（AI）的普及将以牺牲传统软件行业为代价。但周一Figma公司及其他部分科技股的强劲表现表明，<strong>AI与传统软件或许能够共存</strong>。</p><p>OpenAI在周一的开发者日活动上宣布推出 <strong>Apps SDK</strong>，允许开发者在ChatGPT中构建应用，供其他用户使用。该软件开发工具包现已开放预览版，基于一种<strong>开放标准协议</strong>构建，使开发者能够在不同数据源、工具和AI应用（如ChatGPT与Anthropic的Claude）之间进行集成。</p><p>OpenAI首席执行官 <strong>山姆·奥特曼（Sam Altman）</strong> 在演示中展示了ChatGPT如何调用  <strong><a href=\"https://laohu8.com/S/FIG\">Figma</a></strong> <strong>（FIG）</strong>——一个协作设计平台——把用户在ChatGPT中绘制的产品草图转换为可工作的图表。他还演示了ChatGPT如何根据请求推荐特定的应用程序，例如，当用户想要创建播放列表时，它可以建议使用 <strong>Spotify</strong>。</p><p>在此次发布后， <strong><a href=\"https://laohu8.com/S/SPOT\">Spotify Technology S.A.</a></strong> <strong>（SPOT）</strong> 及其他首发合作伙伴如  <strong><a href=\"https://laohu8.com/S/COUR\">Coursera, Inc.</a>（COUR）</strong> 和  <strong><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></strong> <strong>（EXPE）</strong> 股价均出现上涨。然而，<strong>Booking Holdings Inc.（BKNG）</strong> 和 <strong>Zillow Group Inc.（Z）</strong> 的股价则在参与发布的情况下仍下跌。</p><p><strong>Figma股票表现尤其亮眼，盘中一度上涨16.4%，最终收涨7.4%。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/713a39c7142f2132a2dae7c339d2feb8\" tg-width=\"560\" tg-height=\"240\"/></p><p>奥特曼表示，公司计划在未来几周与更多合作伙伴（包括  <strong><a href=\"https://laohu8.com/S/DASH\">DoorDash, Inc.</a></strong> <strong>（DASH）</strong> 和  <strong><a href=\"https://laohu8.com/S/UBER\">优步</a></strong> <strong>（UBER）</strong>）推出更多应用集成。他还指出，OpenAI计划允许开发者通过ChatGPT平台实现<strong>应用变现</strong>。</p><p>在开发者日召开前，Wedbush分析师 <strong>Scott Devitt</strong> 领导的团队在周一发布的报告中写道，投资者原本“主要关注可能影响在线旅游行业的潜在公告，无论是从消费者应用还是商业化角度来看”。</p><p>但Wedbush分析师表示，OpenAI的展示表明它<strong>可以成为这些企业的合作伙伴</strong>，而非颠覆者。</p><p>ChatGPT及其他AI驱动工具的崛起让华尔街部分人士担忧，<strong>软件即服务（SaaS）</strong> 行业可能遭受打击，因为这些AI应用可能替代传统软件产品。</p><p>然而，CFRA研究分析师 <strong>Janice Quek</strong> 在上月的一份专题报告中表示，她认为这种“担忧被夸大了”。她指出，“领先软件供应商的价值主张远不止于其单个产品的总和。”Quek指出，传统软件公司正在努力<strong>缩小与AI公司的技术差距</strong>，并开发自有AI产品，从而“削弱AI公司原本的部分优势”。</p><p>尽管AI对现有软件产品构成竞争压力，Quek表示，她的团队仍然看到“软件供应商的需求保持健康，且许多公司实际上正从不断扩展的AI解决方案组合中受益”。</p><p>她还补充说，CFRA覆盖的主要SaaS供应商中，那些尚未确认为收入的<strong>剩余履约义务（RPO）</strong> 一直在稳步增长。这是因为企业正在<strong>整合工具以提升集成度和性能</strong>，并为AI落地做准备。</p><p>与此同时，<strong>瑞穗证券（Mizuho）</strong> 分析师在周一的报告中表示，他们认为此次ChatGPT公告对“开放网络整体，尤其是谷歌（Google）”来说是一个负面信号。</p><p>分析师指出，这款聊天机器人已经对搜索引擎和应用商店构成威胁，“如果越来越多的用户活动发生在ChatGPT内部，并通过它调用应用程序，那么许多现有应用可能被边缘化，沦为‘可替代的工具’。”</p><p>瑞穗团队表示，通过ChatGPT的应用集成，像  <strong><a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a></strong> 和  <strong><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></strong>  这样的旅游公司可能在短期内<strong>以较低的客户获取成本接触到更多消费者</strong>。</p><p>不过，分析师也警告称，随着开发者在今年晚些时候通过ChatGPT提交应用获得批准，<strong>OpenAI若试图重塑用户使用习惯，仍存在一定的采用风险</strong>。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>在OpenAI展示AI能与传统软件共存后，Figma及多只科技股上涨</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在OpenAI展示AI能与传统软件共存后，Figma及多只科技股上涨\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\">2025-10-07 07:44</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>华尔街部分人士此前担心，人工智能（AI）的普及将以牺牲传统软件行业为代价。但周一Figma公司及其他部分科技股的强劲表现表明，<strong>AI与传统软件或许能够共存</strong>。</p><p>OpenAI在周一的开发者日活动上宣布推出 <strong>Apps SDK</strong>，允许开发者在ChatGPT中构建应用，供其他用户使用。该软件开发工具包现已开放预览版，基于一种<strong>开放标准协议</strong>构建，使开发者能够在不同数据源、工具和AI应用（如ChatGPT与Anthropic的Claude）之间进行集成。</p><p>OpenAI首席执行官 <strong>山姆·奥特曼（Sam Altman）</strong> 在演示中展示了ChatGPT如何调用  <strong><a href=\"https://laohu8.com/S/FIG\">Figma</a></strong> <strong>（FIG）</strong>——一个协作设计平台——把用户在ChatGPT中绘制的产品草图转换为可工作的图表。他还演示了ChatGPT如何根据请求推荐特定的应用程序，例如，当用户想要创建播放列表时，它可以建议使用 <strong>Spotify</strong>。</p><p>在此次发布后， <strong><a href=\"https://laohu8.com/S/SPOT\">Spotify Technology S.A.</a></strong> <strong>（SPOT）</strong> 及其他首发合作伙伴如  <strong><a href=\"https://laohu8.com/S/COUR\">Coursera, Inc.</a>（COUR）</strong> 和  <strong><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></strong> <strong>（EXPE）</strong> 股价均出现上涨。然而，<strong>Booking Holdings Inc.（BKNG）</strong> 和 <strong>Zillow Group Inc.（Z）</strong> 的股价则在参与发布的情况下仍下跌。</p><p><strong>Figma股票表现尤其亮眼，盘中一度上涨16.4%，最终收涨7.4%。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/713a39c7142f2132a2dae7c339d2feb8\" tg-width=\"560\" tg-height=\"240\"/></p><p>奥特曼表示，公司计划在未来几周与更多合作伙伴（包括  <strong><a href=\"https://laohu8.com/S/DASH\">DoorDash, Inc.</a></strong> <strong>（DASH）</strong> 和  <strong><a href=\"https://laohu8.com/S/UBER\">优步</a></strong> <strong>（UBER）</strong>）推出更多应用集成。他还指出，OpenAI计划允许开发者通过ChatGPT平台实现<strong>应用变现</strong>。</p><p>在开发者日召开前，Wedbush分析师 <strong>Scott Devitt</strong> 领导的团队在周一发布的报告中写道，投资者原本“主要关注可能影响在线旅游行业的潜在公告，无论是从消费者应用还是商业化角度来看”。</p><p>但Wedbush分析师表示，OpenAI的展示表明它<strong>可以成为这些企业的合作伙伴</strong>，而非颠覆者。</p><p>ChatGPT及其他AI驱动工具的崛起让华尔街部分人士担忧，<strong>软件即服务（SaaS）</strong> 行业可能遭受打击，因为这些AI应用可能替代传统软件产品。</p><p>然而，CFRA研究分析师 <strong>Janice Quek</strong> 在上月的一份专题报告中表示，她认为这种“担忧被夸大了”。她指出，“领先软件供应商的价值主张远不止于其单个产品的总和。”Quek指出，传统软件公司正在努力<strong>缩小与AI公司的技术差距</strong>，并开发自有AI产品，从而“削弱AI公司原本的部分优势”。</p><p>尽管AI对现有软件产品构成竞争压力，Quek表示，她的团队仍然看到“软件供应商的需求保持健康，且许多公司实际上正从不断扩展的AI解决方案组合中受益”。</p><p>她还补充说，CFRA覆盖的主要SaaS供应商中，那些尚未确认为收入的<strong>剩余履约义务（RPO）</strong> 一直在稳步增长。这是因为企业正在<strong>整合工具以提升集成度和性能</strong>，并为AI落地做准备。</p><p>与此同时，<strong>瑞穗证券（Mizuho）</strong> 分析师在周一的报告中表示，他们认为此次ChatGPT公告对“开放网络整体，尤其是谷歌（Google）”来说是一个负面信号。</p><p>分析师指出，这款聊天机器人已经对搜索引擎和应用商店构成威胁，“如果越来越多的用户活动发生在ChatGPT内部，并通过它调用应用程序，那么许多现有应用可能被边缘化，沦为‘可替代的工具’。”</p><p>瑞穗团队表示，通过ChatGPT的应用集成，像  <strong><a href=\"https://laohu8.com/S/BKNG\">Booking Holdings</a></strong> 和  <strong><a href=\"https://laohu8.com/S/EXPE\">Expedia</a></strong>  这样的旅游公司可能在短期内<strong>以较低的客户获取成本接触到更多消费者</strong>。</p><p>不过，分析师也警告称，随着开发者在今年晚些时候通过ChatGPT提交应用获得批准，<strong>OpenAI若试图重塑用户使用习惯，仍存在一定的采用风险</strong>。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/53b03502dafc0d8017c36220fa0f6553","relate_stocks":{"FIG":"Simplify Macro Strategy ETF","COUR":"Coursera, Inc.","EXPE":"Expedia","SPOT":"Spotify Technology S.A."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115395030","content_text":"华尔街部分人士此前担心，人工智能（AI）的普及将以牺牲传统软件行业为代价。但周一Figma公司及其他部分科技股的强劲表现表明，AI与传统软件或许能够共存。OpenAI在周一的开发者日活动上宣布推出 Apps SDK，允许开发者在ChatGPT中构建应用，供其他用户使用。该软件开发工具包现已开放预览版，基于一种开放标准协议构建，使开发者能够在不同数据源、工具和AI应用（如ChatGPT与Anthropic的Claude）之间进行集成。OpenAI首席执行官 山姆·奥特曼（Sam Altman） 在演示中展示了ChatGPT如何调用  Figma （FIG）——一个协作设计平台——把用户在ChatGPT中绘制的产品草图转换为可工作的图表。他还演示了ChatGPT如何根据请求推荐特定的应用程序，例如，当用户想要创建播放列表时，它可以建议使用 Spotify。在此次发布后， Spotify Technology S.A. （SPOT） 及其他首发合作伙伴如  Coursera, Inc.（COUR） 和  Expedia （EXPE） 股价均出现上涨。然而，Booking Holdings Inc.（BKNG） 和 Zillow Group Inc.（Z） 的股价则在参与发布的情况下仍下跌。Figma股票表现尤其亮眼，盘中一度上涨16.4%，最终收涨7.4%。奥特曼表示，公司计划在未来几周与更多合作伙伴（包括  DoorDash, Inc. （DASH） 和  优步 （UBER））推出更多应用集成。他还指出，OpenAI计划允许开发者通过ChatGPT平台实现应用变现。在开发者日召开前，Wedbush分析师 Scott Devitt 领导的团队在周一发布的报告中写道，投资者原本“主要关注可能影响在线旅游行业的潜在公告，无论是从消费者应用还是商业化角度来看”。但Wedbush分析师表示，OpenAI的展示表明它可以成为这些企业的合作伙伴，而非颠覆者。ChatGPT及其他AI驱动工具的崛起让华尔街部分人士担忧，软件即服务（SaaS） 行业可能遭受打击，因为这些AI应用可能替代传统软件产品。然而，CFRA研究分析师 Janice Quek 在上月的一份专题报告中表示，她认为这种“担忧被夸大了”。她指出，“领先软件供应商的价值主张远不止于其单个产品的总和。”Quek指出，传统软件公司正在努力缩小与AI公司的技术差距，并开发自有AI产品，从而“削弱AI公司原本的部分优势”。尽管AI对现有软件产品构成竞争压力，Quek表示，她的团队仍然看到“软件供应商的需求保持健康，且许多公司实际上正从不断扩展的AI解决方案组合中受益”。她还补充说，CFRA覆盖的主要SaaS供应商中，那些尚未确认为收入的剩余履约义务（RPO） 一直在稳步增长。这是因为企业正在整合工具以提升集成度和性能，并为AI落地做准备。与此同时，瑞穗证券（Mizuho） 分析师在周一的报告中表示，他们认为此次ChatGPT公告对“开放网络整体，尤其是谷歌（Google）”来说是一个负面信号。分析师指出，这款聊天机器人已经对搜索引擎和应用商店构成威胁，“如果越来越多的用户活动发生在ChatGPT内部，并通过它调用应用程序，那么许多现有应用可能被边缘化，沦为‘可替代的工具’。”瑞穗团队表示，通过ChatGPT的应用集成，像  Booking Holdings 和  Expedia  这样的旅游公司可能在短期内以较低的客户获取成本接触到更多消费者。不过，分析师也警告称，随着开发者在今年晚些时候通过ChatGPT提交应用获得批准，OpenAI若试图重塑用户使用习惯，仍存在一定的采用风险。","news_type":1,"symbols_score_info":{"EXPE":1.1,"FIG":1.1,"SPOT":1.1,"COUR":1.1}},"isVote":1,"tweetType":1,"viewCount":1560,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":486310666793800,"gmtCreate":1759756981726,"gmtModify":1759756984047,"author":{"id":"3576878115752303","authorId":"3576878115752303","name":"luckyseven","avatar":"https://static.tigerbbs.com/f2e34ff27051caed1983c8bfccee681a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576878115752303","idStr":"3576878115752303"},"themes":[],"htmlText":"OpenAI就是新的AI微策略，精辟！","listText":"OpenAI就是新的AI微策略，精辟！","text":"OpenAI就是新的AI微策略，精辟！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/486310666793800","isVote":1,"tweetType":1,"viewCount":1139,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":486301587960168,"gmtCreate":1759754944180,"gmtModify":1759754946423,"author":{"id":"3576878115752303","authorId":"3576878115752303","name":"luckyseven","avatar":"https://static.tigerbbs.com/f2e34ff27051caed1983c8bfccee681a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576878115752303","idStr":"3576878115752303"},"themes":[],"htmlText":"oai 会搞事","listText":"oai 会搞事","text":"oai 会搞事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/486301587960168","repostId":"1194045967","repostType":4,"repost":{"id":"1194045967","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":1759748533,"share":"https://www.laohu8.com/m/news/1194045967?lang=zh_CN&edition=full","pubTime":"2025-10-06 19:02","market":"us","language":"zh","title":"OpenAI与AMD达成价值数百亿美元的芯片交易，并可认购10%的股份","url":"https://stock-news.laohu8.com/highlight/detail?id=1194045967","media":"老虎资讯综合","summary":"OpenAI承诺采购相当于6吉瓦算力的AMD芯片。","content":"<html><head></head><body><p>周一消息，<strong>OpenAI与AMD达成价值数百亿美元的芯片交易。同时，OpenAI获得AMD认股权证，允许其以每股1美分的价格收购AMD最多10%的股份。</strong></p><p>消息称OpenAI正在研究各种方式来支付建设成本，AMD和OpenAI正在启动大规模AI算力扩建计划，OpenAI考虑通过股权、债务等方式为建设提供资金。</p><p>根据协议条款，OpenAI承诺将采购相当于6吉瓦算力的AMD芯片，从明年的MI450芯片开始。OpenAI将直接或通过其云计算合作伙伴购买芯片。AMD首席执行官在接受采访时说，这笔交易将在未来五年内为AMD带来数百亿美元的新收入。</p><p>两家公司没有透露该计划的预期总成本，但AMD表示，每吉瓦计算能力的成本高达数百亿美元。如果OpenAI达到某些部署里程碑，OpenAI将以每股1美分的价格分阶段获得高达1.6亿股AMD股票的认股权证，约占该芯片公司的10%。此外，AMD股价必须上涨，认股权证才能行使。</p><p>这项合作是迄今为止人工智能行业最大的GPU部署协议之一，它不仅为AMD的AI芯片技术提供了强有力的背书，也凸显了OpenAI在构建其万亿美元级别算力基础设施过程中，寻求供应链多元化并减少对单一供应商依赖的迫切战略。</p><h2 id=\"id_2746205950\" style=\"text-align: start;\">行权价0.01美元？深度绑定：不只是买卖，更是股权联盟</h2><p style=\"text-align: justify;\">与传统的采购协议不同，AMD与OpenAI的合作远不止于简单的“一手交钱，一手交货”。</p><p style=\"text-align: justify;\">根据协议细节，OpenAI的部署计划将从2026年下半年开始，首批认股权证将在第一个1吉瓦算力部署完成时生效。后续部分将随着部署规模扩大以及关键技术和商业里程碑的达成而逐步解锁。</p><p style=\"text-align: justify;\">据彭博报道，<strong>部分认股权证的行权还与AMD股价达到特定目标挂钩，其中包括一个与股价达到600美元相关的批次，而AMD上周五的收盘价为164.67美元。</strong></p><p style=\"text-align: justify;\">值得注意的是，另据英国《金融时报》报道，这项认股权证允许其基于AMD“达到某些股价目标”以及OpenAI部署其芯片的情况，<strong>以0.01美元的行权价逐步购买最多1.6亿股股票</strong>。</p><p style=\"text-align: justify;\">这意味着，一旦OpenAI完成了芯片部署、且AMD股价达到了特定目标等里程碑，<strong>OpenAI就能以近乎无偿的方式获得这些股票</strong>，从而可能成为这家市值2700亿美元芯片巨头约10%的股东。</p><p style=\"text-align: justify;\">AMD首席执行官Lisa Su称，此次合作创造了“一个真正的双赢”，既能“实现全球最宏大的AI建设计划”，又能“推动整个AI生态系统的发展”。</p><p style=\"text-align: justify;\">OpenAI首席执行官Sam Altman也表示，AMD在高性能芯片领域的领导地位将帮助OpenAI“更快地将先进AI的益处带给每一个人”。</p><h2 id=\"id_1421684188\" style=\"text-align: start;\">重塑AI芯片竞争格局</h2><p style=\"text-align: justify;\">长期以来，AMD在AI加速器市场一直被视为“遥远的第二名”，远远落后于英伟达。这项协议的达成，标志着AMD获得了生成式AI浪潮中最前沿的旗舰客户，极大地验证了其下一代Instinct产品路线图的实力。</p><p style=\"text-align: justify;\">根据数据，AMD今年的AI GPU收入预计为65.5亿美元，而与OpenAI的合作将成为其收入增长的强大跳板。</p><p style=\"text-align: justify;\">对于OpenAI而言，引入AMD作为核心战略伙伴，是其降低对英伟达技术过度依赖的关键一步。就在不到两周前，OpenAI刚刚与英伟达达成一项价值1000亿美元的股权与供应协议，用于建设10吉瓦的算力基础设施。如今与AMD的6吉瓦协议，进一步确保了其庞大算力版图的供应安全与弹性。</p><h2 id=\"id_204669942\" style=\"text-align: start;\">AI“闭环经济”的浮现与隐忧</h2><p style=\"text-align: justify;\">此次合作也让外界更加关注到一个正在形成的AI“闭环经济”模式。在这个模式中，资本、股权和算力在少数几家头部公司之间循环流动：OpenAI锚定了巨大的算力需求，英伟达和AMD等公司提供芯片，而甲骨文等公司则帮助建设数据中心。</p><p style=\"text-align: justify;\">这种高度集中的产业生态引发了分析师的担忧。他们认为，这个紧密缠绕的循环系统，如果其中任何一个环节开始变弱，都可能面临真实的压力。</p><p style=\"text-align: justify;\">此外，这也将AMD拖入了一场日益激烈的行业辩论：科技行业为AI基础设施投入的巨额开支将如何收回，以及当前的扩张速度是否可持续。</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\" 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#eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nOpenAI与AMD达成价值数百亿美元的芯片交易，并可认购10%的股份\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\">2025-10-06 19:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周一消息，<strong>OpenAI与AMD达成价值数百亿美元的芯片交易。同时，OpenAI获得AMD认股权证，允许其以每股1美分的价格收购AMD最多10%的股份。</strong></p><p>消息称OpenAI正在研究各种方式来支付建设成本，AMD和OpenAI正在启动大规模AI算力扩建计划，OpenAI考虑通过股权、债务等方式为建设提供资金。</p><p>根据协议条款，OpenAI承诺将采购相当于6吉瓦算力的AMD芯片，从明年的MI450芯片开始。OpenAI将直接或通过其云计算合作伙伴购买芯片。AMD首席执行官在接受采访时说，这笔交易将在未来五年内为AMD带来数百亿美元的新收入。</p><p>两家公司没有透露该计划的预期总成本，但AMD表示，每吉瓦计算能力的成本高达数百亿美元。如果OpenAI达到某些部署里程碑，OpenAI将以每股1美分的价格分阶段获得高达1.6亿股AMD股票的认股权证，约占该芯片公司的10%。此外，AMD股价必须上涨，认股权证才能行使。</p><p>这项合作是迄今为止人工智能行业最大的GPU部署协议之一，它不仅为AMD的AI芯片技术提供了强有力的背书，也凸显了OpenAI在构建其万亿美元级别算力基础设施过程中，寻求供应链多元化并减少对单一供应商依赖的迫切战略。</p><h2 id=\"id_2746205950\" style=\"text-align: start;\">行权价0.01美元？深度绑定：不只是买卖，更是股权联盟</h2><p style=\"text-align: justify;\">与传统的采购协议不同，AMD与OpenAI的合作远不止于简单的“一手交钱，一手交货”。</p><p style=\"text-align: justify;\">根据协议细节，OpenAI的部署计划将从2026年下半年开始，首批认股权证将在第一个1吉瓦算力部署完成时生效。后续部分将随着部署规模扩大以及关键技术和商业里程碑的达成而逐步解锁。</p><p style=\"text-align: justify;\">据彭博报道，<strong>部分认股权证的行权还与AMD股价达到特定目标挂钩，其中包括一个与股价达到600美元相关的批次，而AMD上周五的收盘价为164.67美元。</strong></p><p style=\"text-align: justify;\">值得注意的是，另据英国《金融时报》报道，这项认股权证允许其基于AMD“达到某些股价目标”以及OpenAI部署其芯片的情况，<strong>以0.01美元的行权价逐步购买最多1.6亿股股票</strong>。</p><p style=\"text-align: justify;\">这意味着，一旦OpenAI完成了芯片部署、且AMD股价达到了特定目标等里程碑，<strong>OpenAI就能以近乎无偿的方式获得这些股票</strong>，从而可能成为这家市值2700亿美元芯片巨头约10%的股东。</p><p style=\"text-align: justify;\">AMD首席执行官Lisa Su称，此次合作创造了“一个真正的双赢”，既能“实现全球最宏大的AI建设计划”，又能“推动整个AI生态系统的发展”。</p><p style=\"text-align: justify;\">OpenAI首席执行官Sam Altman也表示，AMD在高性能芯片领域的领导地位将帮助OpenAI“更快地将先进AI的益处带给每一个人”。</p><h2 id=\"id_1421684188\" style=\"text-align: start;\">重塑AI芯片竞争格局</h2><p style=\"text-align: justify;\">长期以来，AMD在AI加速器市场一直被视为“遥远的第二名”，远远落后于英伟达。这项协议的达成，标志着AMD获得了生成式AI浪潮中最前沿的旗舰客户，极大地验证了其下一代Instinct产品路线图的实力。</p><p style=\"text-align: justify;\">根据数据，AMD今年的AI GPU收入预计为65.5亿美元，而与OpenAI的合作将成为其收入增长的强大跳板。</p><p style=\"text-align: justify;\">对于OpenAI而言，引入AMD作为核心战略伙伴，是其降低对英伟达技术过度依赖的关键一步。就在不到两周前，OpenAI刚刚与英伟达达成一项价值1000亿美元的股权与供应协议，用于建设10吉瓦的算力基础设施。如今与AMD的6吉瓦协议，进一步确保了其庞大算力版图的供应安全与弹性。</p><h2 id=\"id_204669942\" style=\"text-align: start;\">AI“闭环经济”的浮现与隐忧</h2><p style=\"text-align: justify;\">此次合作也让外界更加关注到一个正在形成的AI“闭环经济”模式。在这个模式中，资本、股权和算力在少数几家头部公司之间循环流动：OpenAI锚定了巨大的算力需求，英伟达和AMD等公司提供芯片，而甲骨文等公司则帮助建设数据中心。</p><p style=\"text-align: justify;\">这种高度集中的产业生态引发了分析师的担忧。他们认为，这个紧密缠绕的循环系统，如果其中任何一个环节开始变弱，都可能面临真实的压力。</p><p style=\"text-align: justify;\">此外，这也将AMD拖入了一场日益激烈的行业辩论：科技行业为AI基础设施投入的巨额开支将如何收回，以及当前的扩张速度是否可持续。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6410be6b5123772ac71614d8d2bc8d0d","relate_stocks":{"AVGO":"博通","AMD":"美国超微公司","AMDL":"2倍做多AMD ETF-GraniteShares","NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1194045967","content_text":"周一消息，OpenAI与AMD达成价值数百亿美元的芯片交易。同时，OpenAI获得AMD认股权证，允许其以每股1美分的价格收购AMD最多10%的股份。消息称OpenAI正在研究各种方式来支付建设成本，AMD和OpenAI正在启动大规模AI算力扩建计划，OpenAI考虑通过股权、债务等方式为建设提供资金。根据协议条款，OpenAI承诺将采购相当于6吉瓦算力的AMD芯片，从明年的MI450芯片开始。OpenAI将直接或通过其云计算合作伙伴购买芯片。AMD首席执行官在接受采访时说，这笔交易将在未来五年内为AMD带来数百亿美元的新收入。两家公司没有透露该计划的预期总成本，但AMD表示，每吉瓦计算能力的成本高达数百亿美元。如果OpenAI达到某些部署里程碑，OpenAI将以每股1美分的价格分阶段获得高达1.6亿股AMD股票的认股权证，约占该芯片公司的10%。此外，AMD股价必须上涨，认股权证才能行使。这项合作是迄今为止人工智能行业最大的GPU部署协议之一，它不仅为AMD的AI芯片技术提供了强有力的背书，也凸显了OpenAI在构建其万亿美元级别算力基础设施过程中，寻求供应链多元化并减少对单一供应商依赖的迫切战略。行权价0.01美元？深度绑定：不只是买卖，更是股权联盟与传统的采购协议不同，AMD与OpenAI的合作远不止于简单的“一手交钱，一手交货”。根据协议细节，OpenAI的部署计划将从2026年下半年开始，首批认股权证将在第一个1吉瓦算力部署完成时生效。后续部分将随着部署规模扩大以及关键技术和商业里程碑的达成而逐步解锁。据彭博报道，部分认股权证的行权还与AMD股价达到特定目标挂钩，其中包括一个与股价达到600美元相关的批次，而AMD上周五的收盘价为164.67美元。值得注意的是，另据英国《金融时报》报道，这项认股权证允许其基于AMD“达到某些股价目标”以及OpenAI部署其芯片的情况，以0.01美元的行权价逐步购买最多1.6亿股股票。这意味着，一旦OpenAI完成了芯片部署、且AMD股价达到了特定目标等里程碑，OpenAI就能以近乎无偿的方式获得这些股票，从而可能成为这家市值2700亿美元芯片巨头约10%的股东。AMD首席执行官Lisa Su称，此次合作创造了“一个真正的双赢”，既能“实现全球最宏大的AI建设计划”，又能“推动整个AI生态系统的发展”。OpenAI首席执行官Sam Altman也表示，AMD在高性能芯片领域的领导地位将帮助OpenAI“更快地将先进AI的益处带给每一个人”。重塑AI芯片竞争格局长期以来，AMD在AI加速器市场一直被视为“遥远的第二名”，远远落后于英伟达。这项协议的达成，标志着AMD获得了生成式AI浪潮中最前沿的旗舰客户，极大地验证了其下一代Instinct产品路线图的实力。根据数据，AMD今年的AI GPU收入预计为65.5亿美元，而与OpenAI的合作将成为其收入增长的强大跳板。对于OpenAI而言，引入AMD作为核心战略伙伴，是其降低对英伟达技术过度依赖的关键一步。就在不到两周前，OpenAI刚刚与英伟达达成一项价值1000亿美元的股权与供应协议，用于建设10吉瓦的算力基础设施。如今与AMD的6吉瓦协议，进一步确保了其庞大算力版图的供应安全与弹性。AI“闭环经济”的浮现与隐忧此次合作也让外界更加关注到一个正在形成的AI“闭环经济”模式。在这个模式中，资本、股权和算力在少数几家头部公司之间循环流动：OpenAI锚定了巨大的算力需求，英伟达和AMD等公司提供芯片，而甲骨文等公司则帮助建设数据中心。这种高度集中的产业生态引发了分析师的担忧。他们认为，这个紧密缠绕的循环系统，如果其中任何一个环节开始变弱，都可能面临真实的压力。此外，这也将AMD拖入了一场日益激烈的行业辩论：科技行业为AI基础设施投入的巨额开支将如何收回，以及当前的扩张速度是否可持续。","news_type":1,"symbols_score_info":{"AMDL":1.1,"AVGO":1.1,"NVDA":1.1,"AMD":1.1}},"isVote":1,"tweetType":1,"viewCount":590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":486165722337576,"gmtCreate":1759721664525,"gmtModify":1759721666310,"author":{"id":"3576878115752303","authorId":"3576878115752303","name":"luckyseven","avatar":"https://static.tigerbbs.com/f2e34ff27051caed1983c8bfccee681a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576878115752303","idStr":"3576878115752303"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/02580\">$奥克斯电气(02580)$</a> KDJ看快触底了","listText":"<a href=\"https://laohu8.com/S/02580\">$奥克斯电气(02580)$</a> KDJ看快触底了","text":"$奥克斯电气(02580)$ KDJ看快触底了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/486165722337576","isVote":1,"tweetType":1,"viewCount":1607,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":485108015247624,"gmtCreate":1759463566374,"gmtModify":1759463590203,"author":{"id":"3576878115752303","authorId":"3576878115752303","name":"luckyseven","avatar":"https://static.tigerbbs.com/f2e34ff27051caed1983c8bfccee681a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576878115752303","idStr":"3576878115752303"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/U/4185671464781710\"> @佩洛西投资追踪 </a>果子在端侧AI和芯片都还有机会","listText":"<a href=\"https://laohu8.com/U/4185671464781710\"> @佩洛西投资追踪 </a>果子在端侧AI和芯片都还有机会","text":"@佩洛西投资追踪 果子在端侧AI和芯片都还有机会","images":[{"img":"https://static.tigerbbs.com/5a8b6cebd0eac915932733cb81ebbd92"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/485108015247624","isVote":1,"tweetType":1,"viewCount":762,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":484813511987416,"gmtCreate":1759373406727,"gmtModify":1759373409185,"author":{"id":"3576878115752303","authorId":"3576878115752303","name":"luckyseven","avatar":"https://static.tigerbbs.com/f2e34ff27051caed1983c8bfccee681a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3576878115752303","idStr":"3576878115752303"},"themes":[],"htmlText":"meme股","listText":"meme股","text":"meme股","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484813511987416","repostId":"1143391491","repostType":4,"repost":{"id":"1143391491","kind":"news","pubTimestamp":1759359591,"share":"https://www.laohu8.com/m/news/1143391491?lang=zh_CN&edition=full","pubTime":"2025-10-02 06:59","market":"us","language":"zh","title":"英特尔涨超7%，报道称在磋商纳AMD为新代工客户","url":"https://stock-news.laohu8.com/highlight/detail?id=1143391491","media":"华尔街见闻","summary":"英特尔据称正在磋商与竞争对手AMD达成代工合作，这带来了英特尔代工业务重振的希望。美东时间10月1日周三，媒体援引知情者的消息称，英特尔正在就晶圆代工业务合作事宜与AMD进行磋商，两家公司正讨论让AMD使用英特尔工厂生产芯片的可能性。若消息属实，且协议达成，AMD就将成为英特尔代工业务新的重要客户。英特尔和AMD的发言人均谢绝就上述消息置评。此前有报道称，AMD曾评估英特尔的制造技术。","content":"<html><head></head><body><blockquote><p>拥有AMD这样的客户，寻求大客户支持代工业务的英特尔将更有信心投资开发制造技术。AMD目前依赖台积电生产芯片，在特朗普政府推动美国制造又放松芯片出口限制的背景下，选择英特尔代工有重大象征意义。</p></blockquote><p style=\"text-align: justify;\">英特尔据称正在磋商与竞争对手AMD达成代工合作，这带来了英特尔代工业务重振的希望。</p><p style=\"text-align: justify;\">美东时间10月1日周三，媒体援引知情者的消息称，英特尔正在就晶圆代工业务合作事宜与AMD进行磋商，两家公司正讨论让AMD使用英特尔工厂生产芯片的可能性。磋商仍处于早期阶段，最终可能无法达成协议。</p><p style=\"text-align: justify;\">若消息属实，且协议达成，AMD就将成为英特尔代工业务新的重要客户。AMD目前主要依赖台积电生产芯片，而英特尔正寻求大客户支撑其代工业务发展。目前尚不清楚，AMD会将多少制造业务转移至英特尔，也不确定是否涉及直接投资。</p><p style=\"text-align: justify;\">英特尔和AMD的发言人均谢绝就上述消息置评。AMD的发言人称，该司“不会对传闻或猜测发表评论。” 但股市投资者迅速做出积极回应。</p><p style=\"text-align: justify;\">消息传出后，英特尔股价午盘拉升，短短十分钟左右，盘中涨幅从不足4.5%扩大到6.8%以上，此后涨幅有所收窄到6%以内，尾盘涨幅再度扩大，收涨7.1%。AMD收涨逾1.3%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f475804e4c902fa0c9cd7aeed58996d3\" tg-width=\"560\" tg-height=\"240\"/></p><h2 id=\"ff342c9c\">英特尔代工业务寻求突破</h2><p style=\"text-align: justify;\">英特尔代工业务正努力吸引大客户，以支撑其制造技术投资和业务发展。过去七周，英特尔已获得包括软银、特朗普政府和英伟达在内的多方投资和支持，还传出与苹果等公司洽谈合作的消息。</p><p style=\"text-align: justify;\">8月下旬，在软银宣布投资英特尔20亿美元后不久，美国总统特朗普称，其政府获得英特尔10%的股份。根据协议，在英特尔已获得的22亿美元美国《芯片法案》拨款基础上，美国政府对英特尔再进行89亿美元的股权投资，认购4.333亿股英特尔股票，总投资额达到111亿美元。</p><p style=\"text-align: justify;\">将近两周前，英伟达宣布斥资50亿美元入股英特尔，联手开发PC与数据中心芯片。上周三，媒体称英特尔已接洽苹果寻求投资，作为其复苏计划的一部分，双方还讨论了加强合作的可能性。英特尔也已接洽其他公司，探讨可能的投资与合作关系。</p><p style=\"text-align: justify;\">英特尔曾在笔记本电脑芯片市场占据主导地位，目前仍拥有较大市场份额。但英伟达引领的AI芯片市场快速发展让英特尔措手不及，英特尔正寻求通过代工业务和新的合作关系重新获得市场地位，积极寻求大客户。从这个角度看，赢得AMD这个客户对英特尔来说是大利好。</p><p style=\"text-align: justify;\">分析师认为，大客户的加入将使英特尔代工业务能够更有信心地投资开发制造技术，并向其他芯片公司发出英特尔有能力处理代工业务的信号。目前英特尔的芯片工厂技术被认为不如台积电先进，但在特朗普政府推动美国芯片制造的政策背景下，美国大公司正将部分生产转向英特尔的国内代工厂。</p><h2 id=\"4423b77e\">竞争对手合作的重大意义</h2><p style=\"text-align: justify;\">AMD选择与英特尔合作将具有重大象征意义，这表明AMD对将制造业务交给主要竞争对手的信心。两家公司在x86架构的PC和服务器芯片市场直接竞争，此次潜在合作将打破传统竞争格局。</p><p style=\"text-align: justify;\">AMD在华芯片销售业务今年早些时候受到出口限制影响，而美国政府最近放松了相关出口限制。基于这一背景，AMD有理由与白宫保持良好关系，选择美国本土的英特尔作为代工合作伙伴符合这一策略考量。</p><p style=\"text-align: justify;\">上周五的报道称，特朗普政府考虑实施一项新政策，要求芯片企业在美国的产量与其客户从海外进口的芯片数量保持1:1的比例，未能维持这一比例的企业将面临关税。这一政策凸显了特朗普政府刺激美国制造的主要方向。在这一背景下，AMD的代工选择显得合理。</p><p style=\"text-align: justify;\">不过，英特尔目前缺乏生产AMD最先进、最盈利芯片的技术能力。此前有报道称，AMD曾评估英特尔的制造技术。即使达成合作，预计初期主要涉及技术要求较低的芯片生产，而非AMD的核心高端产品。</p></body></html>","source":"lsy1700700604709","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>英特尔涨超7%，报道称在磋商纳AMD为新代工客户</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英特尔涨超7%，报道称在磋商纳AMD为新代工客户\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-02 06:59 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3756593><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>拥有AMD这样的客户，寻求大客户支持代工业务的英特尔将更有信心投资开发制造技术。AMD目前依赖台积电生产芯片，在特朗普政府推动美国制造又放松芯片出口限制的背景下，选择英特尔代工有重大象征意义。英特尔据称正在磋商与竞争对手AMD达成代工合作，这带来了英特尔代工业务重振的希望。美东时间10月1日周三，媒体援引知情者的消息称，英特尔正在就晶圆代工业务合作事宜与AMD进行磋商，两家公司正讨论让AMD使用...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3756593\">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/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"INTC":"英特尔"},"source_url":"https://wallstreetcn.com/articles/3756593","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1143391491","content_text":"拥有AMD这样的客户，寻求大客户支持代工业务的英特尔将更有信心投资开发制造技术。AMD目前依赖台积电生产芯片，在特朗普政府推动美国制造又放松芯片出口限制的背景下，选择英特尔代工有重大象征意义。英特尔据称正在磋商与竞争对手AMD达成代工合作，这带来了英特尔代工业务重振的希望。美东时间10月1日周三，媒体援引知情者的消息称，英特尔正在就晶圆代工业务合作事宜与AMD进行磋商，两家公司正讨论让AMD使用英特尔工厂生产芯片的可能性。磋商仍处于早期阶段，最终可能无法达成协议。若消息属实，且协议达成，AMD就将成为英特尔代工业务新的重要客户。AMD目前主要依赖台积电生产芯片，而英特尔正寻求大客户支撑其代工业务发展。目前尚不清楚，AMD会将多少制造业务转移至英特尔，也不确定是否涉及直接投资。英特尔和AMD的发言人均谢绝就上述消息置评。AMD的发言人称，该司“不会对传闻或猜测发表评论。” 但股市投资者迅速做出积极回应。消息传出后，英特尔股价午盘拉升，短短十分钟左右，盘中涨幅从不足4.5%扩大到6.8%以上，此后涨幅有所收窄到6%以内，尾盘涨幅再度扩大，收涨7.1%。AMD收涨逾1.3%。英特尔代工业务寻求突破英特尔代工业务正努力吸引大客户，以支撑其制造技术投资和业务发展。过去七周，英特尔已获得包括软银、特朗普政府和英伟达在内的多方投资和支持，还传出与苹果等公司洽谈合作的消息。8月下旬，在软银宣布投资英特尔20亿美元后不久，美国总统特朗普称，其政府获得英特尔10%的股份。根据协议，在英特尔已获得的22亿美元美国《芯片法案》拨款基础上，美国政府对英特尔再进行89亿美元的股权投资，认购4.333亿股英特尔股票，总投资额达到111亿美元。将近两周前，英伟达宣布斥资50亿美元入股英特尔，联手开发PC与数据中心芯片。上周三，媒体称英特尔已接洽苹果寻求投资，作为其复苏计划的一部分，双方还讨论了加强合作的可能性。英特尔也已接洽其他公司，探讨可能的投资与合作关系。英特尔曾在笔记本电脑芯片市场占据主导地位，目前仍拥有较大市场份额。但英伟达引领的AI芯片市场快速发展让英特尔措手不及，英特尔正寻求通过代工业务和新的合作关系重新获得市场地位，积极寻求大客户。从这个角度看，赢得AMD这个客户对英特尔来说是大利好。分析师认为，大客户的加入将使英特尔代工业务能够更有信心地投资开发制造技术，并向其他芯片公司发出英特尔有能力处理代工业务的信号。目前英特尔的芯片工厂技术被认为不如台积电先进，但在特朗普政府推动美国芯片制造的政策背景下，美国大公司正将部分生产转向英特尔的国内代工厂。竞争对手合作的重大意义AMD选择与英特尔合作将具有重大象征意义，这表明AMD对将制造业务交给主要竞争对手的信心。两家公司在x86架构的PC和服务器芯片市场直接竞争，此次潜在合作将打破传统竞争格局。AMD在华芯片销售业务今年早些时候受到出口限制影响，而美国政府最近放松了相关出口限制。基于这一背景，AMD有理由与白宫保持良好关系，选择美国本土的英特尔作为代工合作伙伴符合这一策略考量。上周五的报道称，特朗普政府考虑实施一项新政策，要求芯片企业在美国的产量与其客户从海外进口的芯片数量保持1:1的比例，未能维持这一比例的企业将面临关税。这一政策凸显了特朗普政府刺激美国制造的主要方向。在这一背景下，AMD的代工选择显得合理。不过，英特尔目前缺乏生产AMD最先进、最盈利芯片的技术能力。此前有报道称，AMD曾评估英特尔的制造技术。即使达成合作，预计初期主要涉及技术要求较低的芯片生产，而非AMD的核心高端产品。","news_type":1,"symbols_score_info":{"INTC":1.1}},"isVote":1,"tweetType":1,"viewCount":828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":408055239266672,"gmtCreate":1740643928661,"gmtModify":1740923404282,"author":{"id":"3576878115752303","authorId":"3576878115752303","name":"luckyseven","avatar":"https://static.tigerbbs.com/f2e34ff27051caed1983c8bfccee681a","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3576878115752303","authorIdStr":"3576878115752303"},"themes":[],"htmlText":"<a 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