老虎KING的个人主页 - 老虎社区

老虎KING

老虎KING

暂无个人介绍

IP属地：广东

11关注

1粉丝

6主题

0勋章

01-06 12:57

万科股价更便宜，你去买吧

英特尔股价相对台积电极为便宜，这位分析师转多头喊“买入”！

2025-11-25

$Symbotic Inc.(SYM)$ 他怎么回事

2025-08-21

$小米集团-W(01810)$ 别涨，继续跌，跌倒36

2025-07-30

$霸王茶姬(CHA)$ 跌的跟他卖的奶茶一个价了

2025-07-18

$维立志博-B(09887)$

2025-07-09

Replying to @红运当头588:因为商家也在涨价，优惠完和平时差不多//@红运当头588:没发现有啥大的优惠卷啊，而且，不喜欢外卖，预制菜太多，奶茶不爱喝。

2025-07-04

$云知声(09678)$ 无量暴涨，庄家在左右手倒换呢，20股一手，就让买不起给你降价等接盘呢

2025-01-28

$香颂国际(CHSN)$ 看看这个

2024-11-06

这个房多多可还行

2024-10-15

2024-10-02

拼多多五年内我不会卖

2021-11-23

$开心汽车(KXIN)$你们看看，被套了

2021-09-13

$Life Technologies Corporation(LIFE)$为什么不能做，l空

2021-09-13

$Life Technologies Corporation(LIFE)$无法做空是什么意思

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3582606647641003","uuid":"3582606647641003","gmtCreate":1619512623417,"gmtModify":1752884719869,"name":"老虎KING","pinyin":"lhkinglaohuking","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/b12cc7863c07ef1b9869da86c35c8915","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":1,"headSize":11,"tweetSize":14,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":6,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.07.19","exceedPercentage":"80.50%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.06.06","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.09.25","exceedPercentage":"60.58%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.08.07","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.07.19","exceedPercentage":"80.46%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},"individualDisplayBadges":null,"crmLevel":4,"crmLevelSwitch":1,"location":"广东","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":518742586954984,"gmtCreate":1767675426904,"gmtModify":1767675429157,"author":{"id":"3582606647641003","authorId":"3582606647641003","name":"老虎KING","avatar":"https://static.tigerbbs.com/b12cc7863c07ef1b9869da86c35c8915","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582606647641003","idStr":"3582606647641003"},"themes":[],"title":"","htmlText":"万科股价更便宜，你去买吧","listText":"万科股价更便宜，你去买吧","text":"万科股价更便宜，你去买吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518742586954984","repostId":"1179449282","repostType":2,"repost":{"id":"1179449282","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":1767667732,"share":"https://www.laohu8.com/m/news/1179449282?lang=zh_CN&edition=full","pubTime":"2026-01-06 10:48","market":"us","language":"zh","title":"英特尔股价相对台积电极为便宜，这位分析师转多头喊“买入”！","url":"https://stock-news.laohu8.com/highlight/detail?id=1179449282","media":"老虎资讯综合","summary":"要点：Melius Research 将 $英特尔$ 股票评级上调至“买入”，预计其代工业务潜力可推动股价上涨 27%。英特尔新的 50 美元目标价基于约 2 倍账面价值的估值，仍明显低于台积电。英特尔的股票刚刚经历了近二十年来表现最好的年份之一，而这波上涨还远未结束——至少一位最新转为看多的分析师是这样认为的。赖策斯在周一将英特尔评级从“持有”上调至“买入”时写道。他补充说，今年股价可能开始反映这种变化，“推动账面价值上升”。","content":"<html><head></head><body><p><strong>要点：</strong></p><ul style=\"\"><li><p>Melius Research 将 <a href=\"https://laohu8.com/S/INTC\">英特尔</a> 股票评级上调至“买入”，预计其代工业务潜力可推动股价上涨 27%。</p></li><li><p>英特尔的 14A 制程预计将更加贴合客户需求，到 2028–2029 年有望吸引英伟达和苹果等公司。</p></li><li><p>英特尔新的 50 美元目标价基于约 2 倍账面价值的估值，仍明显低于台积电。</p></li></ul><p>英特尔的股票刚刚经历了近二十年来表现最好的年份之一，而这波上涨还远未结束——至少一位最新转为看多的分析师是这样认为的。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/52c408f769b96de98b2602397657c075\" tg-width=\"560\" tg-height=\"240\"/></p><p>Melius Research 的本·赖策斯（Ben Reitzes）认为，英特尔（INTC）的代工业务比以往更具吸引力，这可能推动股价再上涨 27%。他对公司正在建立的合作关系印象深刻，这些关系未来几年可能转化为更多的芯片制造订单。</p><p>“我们非常喜欢 CEO陈立武（Lip-Bu Tan），但更重要的是，更有影响力的人物——比如特朗普、美国商务部长卢特尼克、英伟达 CEO 黄仁勋，甚至 AMD CEO 苏姿丰——都更喜欢把他当作商业伙伴。”赖策斯在周一将英特尔评级从“持有”上调至“买入”时写道。</p><p>他说，他看到“很大的可能性”，即英伟达（NVDA）——去年曾向英特尔投资 50 亿美元——以及苹果（AAPL）“会在 2028/2029 年认真考虑在 14A 节点上生产芯片”。他补充说，今年股价可能开始反映这种变化，“推动账面价值上升”。</p><p>在服务器和个人电脑 CPU 领域， <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a> （AMD）是英特尔的竞争对手，但赖策斯认为，即便是 AMD，也可能出于政治因素考虑，与英特尔进行部分制造合作，因为英特尔是美国唯一具备先进制程能力的本土晶圆代工厂。</p><p>赖策斯指出，即将推出的 14A 制程技术“预计将比 18A 更加以客户为导向，而 18A 主要是为英特尔自家产品服务的”。</p><p>他给出的 50 美元新目标价对应约 2 倍账面价值的估值，“但仍然远低于台积电，”他写道。根据 FactSet 数据， <a href=\"https://laohu8.com/S/TSM\">台积电</a> （TSM）的美国存托凭证目前的市净率为 10.3 倍（过去 12 个月）。</p><p>英特尔一直试图通过利用闲置产能为竞争对手代工来重塑其代工业务。到目前为止，这项业务仍是严重亏损的，但英特尔正努力提升技术水平，并抓住美国政府希望本土芯片制造重新具有战略意义的机会。</p><p>这并不意味着英特尔在未来一年里不会面临挑战，尤其是在自家芯片方面。内存组件价格的飙升可能会抑制 2026 年的 PC 市场，而赖策斯认为英特尔的客户端计算业务可能会受到这一趋势的影响。</p><p>“这次看多的判断，更多是基于代工资产在 2026 年逐步被更乐观地重新估值，从而带来账面价值的上行空间，”他写道。</p><p>赖策斯还将 <a href=\"https://laohu8.com/S/MRVL\">迈威尔科技</a> （Marvell Technology，MRVL）的评级也上调至“买入”，称该公司“所处位置非常有利”，因为它为大型云服务商提供定制芯片。</p><p>他说，迈威尔的定制芯片订单积压正在增长，并预计随着微软（MSFT）的 MAIA 加速器项目以及其 XPU-attach 接口的放量，迈威尔 2027 年的营收将较当前水平翻倍。迈威尔将其协处理器、互连等非处理器组件称为 XPU attach。他还补充称，今年迈威尔与亚马逊（AMZN）在定制芯片方面的合作，可能推动其实现“较为温和”的、约 20% 左右的增长。</p><p>虽然赖策斯认为迈威尔在共封装光学（co-packaged optics）市场可能会向博通（AVGO）让出部分份额，但他说该领域的增长正在加速，而这本身也将成为迈威尔的重要增长驱动力。</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>英特尔股价相对台积电极为便宜，这位分析师转多头喊“买入”！</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英特尔股价相对台积电极为便宜，这位分析师转多头喊“买入”！\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\">2026-01-06 10:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>要点：</strong></p><ul style=\"\"><li><p>Melius Research 将 <a href=\"https://laohu8.com/S/INTC\">英特尔</a> 股票评级上调至“买入”，预计其代工业务潜力可推动股价上涨 27%。</p></li><li><p>英特尔的 14A 制程预计将更加贴合客户需求，到 2028–2029 年有望吸引英伟达和苹果等公司。</p></li><li><p>英特尔新的 50 美元目标价基于约 2 倍账面价值的估值，仍明显低于台积电。</p></li></ul><p>英特尔的股票刚刚经历了近二十年来表现最好的年份之一，而这波上涨还远未结束——至少一位最新转为看多的分析师是这样认为的。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/52c408f769b96de98b2602397657c075\" tg-width=\"560\" tg-height=\"240\"/></p><p>Melius Research 的本·赖策斯（Ben Reitzes）认为，英特尔（INTC）的代工业务比以往更具吸引力，这可能推动股价再上涨 27%。他对公司正在建立的合作关系印象深刻，这些关系未来几年可能转化为更多的芯片制造订单。</p><p>“我们非常喜欢 CEO陈立武（Lip-Bu Tan），但更重要的是，更有影响力的人物——比如特朗普、美国商务部长卢特尼克、英伟达 CEO 黄仁勋，甚至 AMD CEO 苏姿丰——都更喜欢把他当作商业伙伴。”赖策斯在周一将英特尔评级从“持有”上调至“买入”时写道。</p><p>他说，他看到“很大的可能性”，即英伟达（NVDA）——去年曾向英特尔投资 50 亿美元——以及苹果（AAPL）“会在 2028/2029 年认真考虑在 14A 节点上生产芯片”。他补充说，今年股价可能开始反映这种变化，“推动账面价值上升”。</p><p>在服务器和个人电脑 CPU 领域， <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a> （AMD）是英特尔的竞争对手，但赖策斯认为，即便是 AMD，也可能出于政治因素考虑，与英特尔进行部分制造合作，因为英特尔是美国唯一具备先进制程能力的本土晶圆代工厂。</p><p>赖策斯指出，即将推出的 14A 制程技术“预计将比 18A 更加以客户为导向，而 18A 主要是为英特尔自家产品服务的”。</p><p>他给出的 50 美元新目标价对应约 2 倍账面价值的估值，“但仍然远低于台积电，”他写道。根据 FactSet 数据， <a href=\"https://laohu8.com/S/TSM\">台积电</a> （TSM）的美国存托凭证目前的市净率为 10.3 倍（过去 12 个月）。</p><p>英特尔一直试图通过利用闲置产能为竞争对手代工来重塑其代工业务。到目前为止，这项业务仍是严重亏损的，但英特尔正努力提升技术水平，并抓住美国政府希望本土芯片制造重新具有战略意义的机会。</p><p>这并不意味着英特尔在未来一年里不会面临挑战，尤其是在自家芯片方面。内存组件价格的飙升可能会抑制 2026 年的 PC 市场，而赖策斯认为英特尔的客户端计算业务可能会受到这一趋势的影响。</p><p>“这次看多的判断，更多是基于代工资产在 2026 年逐步被更乐观地重新估值，从而带来账面价值的上行空间，”他写道。</p><p>赖策斯还将 <a href=\"https://laohu8.com/S/MRVL\">迈威尔科技</a> （Marvell Technology，MRVL）的评级也上调至“买入”，称该公司“所处位置非常有利”，因为它为大型云服务商提供定制芯片。</p><p>他说，迈威尔的定制芯片订单积压正在增长，并预计随着微软（MSFT）的 MAIA 加速器项目以及其 XPU-attach 接口的放量，迈威尔 2027 年的营收将较当前水平翻倍。迈威尔将其协处理器、互连等非处理器组件称为 XPU attach。他还补充称，今年迈威尔与亚马逊（AMZN）在定制芯片方面的合作，可能推动其实现“较为温和”的、约 20% 左右的增长。</p><p>虽然赖策斯认为迈威尔在共封装光学（co-packaged optics）市场可能会向博通（AVGO）让出部分份额，但他说该领域的增长正在加速，而这本身也将成为迈威尔的重要增长驱动力。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179449282","content_text":"要点：Melius Research 将 英特尔 股票评级上调至“买入”，预计其代工业务潜力可推动股价上涨 27%。英特尔的 14A 制程预计将更加贴合客户需求，到 2028–2029 年有望吸引英伟达和苹果等公司。英特尔新的 50 美元目标价基于约 2 倍账面价值的估值，仍明显低于台积电。英特尔的股票刚刚经历了近二十年来表现最好的年份之一，而这波上涨还远未结束——至少一位最新转为看多的分析师是这样认为的。Melius Research 的本·赖策斯（Ben Reitzes）认为，英特尔（INTC）的代工业务比以往更具吸引力，这可能推动股价再上涨 27%。他对公司正在建立的合作关系印象深刻，这些关系未来几年可能转化为更多的芯片制造订单。“我们非常喜欢 CEO陈立武（Lip-Bu Tan），但更重要的是，更有影响力的人物——比如特朗普、美国商务部长卢特尼克、英伟达 CEO 黄仁勋，甚至 AMD CEO 苏姿丰——都更喜欢把他当作商业伙伴。”赖策斯在周一将英特尔评级从“持有”上调至“买入”时写道。他说，他看到“很大的可能性”，即英伟达（NVDA）——去年曾向英特尔投资 50 亿美元——以及苹果（AAPL）“会在 2028/2029 年认真考虑在 14A 节点上生产芯片”。他补充说，今年股价可能开始反映这种变化，“推动账面价值上升”。在服务器和个人电脑 CPU 领域， 美国超微公司 （AMD）是英特尔的竞争对手，但赖策斯认为，即便是 AMD，也可能出于政治因素考虑，与英特尔进行部分制造合作，因为英特尔是美国唯一具备先进制程能力的本土晶圆代工厂。赖策斯指出，即将推出的 14A 制程技术“预计将比 18A 更加以客户为导向，而 18A 主要是为英特尔自家产品服务的”。他给出的 50 美元新目标价对应约 2 倍账面价值的估值，“但仍然远低于台积电，”他写道。根据 FactSet 数据， 台积电 （TSM）的美国存托凭证目前的市净率为 10.3 倍（过去 12 个月）。英特尔一直试图通过利用闲置产能为竞争对手代工来重塑其代工业务。到目前为止，这项业务仍是严重亏损的，但英特尔正努力提升技术水平，并抓住美国政府希望本土芯片制造重新具有战略意义的机会。这并不意味着英特尔在未来一年里不会面临挑战，尤其是在自家芯片方面。内存组件价格的飙升可能会抑制 2026 年的 PC 市场，而赖策斯认为英特尔的客户端计算业务可能会受到这一趋势的影响。“这次看多的判断，更多是基于代工资产在 2026 年逐步被更乐观地重新估值，从而带来账面价值的上行空间，”他写道。赖策斯还将 迈威尔科技 （Marvell Technology，MRVL）的评级也上调至“买入”，称该公司“所处位置非常有利”，因为它为大型云服务商提供定制芯片。他说，迈威尔的定制芯片订单积压正在增长，并预计随着微软（MSFT）的 MAIA 加速器项目以及其 XPU-attach 接口的放量，迈威尔 2027 年的营收将较当前水平翻倍。迈威尔将其协处理器、互连等非处理器组件称为 XPU attach。他还补充称，今年迈威尔与亚马逊（AMZN）在定制芯片方面的合作，可能推动其实现“较为温和”的、约 20% 左右的增长。虽然赖策斯认为迈威尔在共封装光学（co-packaged optics）市场可能会向博通（AVGO）让出部分份额，但他说该领域的增长正在加速，而这本身也将成为迈威尔的重要增长驱动力。","news_type":1,"symbols_score_info":{"INTC":2,"04335":2}},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":504020034593312,"gmtCreate":1764086189425,"gmtModify":1764086191457,"author":{"id":"3582606647641003","authorId":"3582606647641003","name":"老虎KING","avatar":"https://static.tigerbbs.com/b12cc7863c07ef1b9869da86c35c8915","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582606647641003","idStr":"3582606647641003"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SYM\">$Symbotic Inc.(SYM)$&nbsp;</a> 他怎么回事","listText":"<a href=\"https://laohu8.com/S/SYM\">$Symbotic Inc.(SYM)$&nbsp;</a> 他怎么回事","text":"$Symbotic Inc.(SYM)$ 他怎么回事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504020034593312","isVote":1,"tweetType":1,"viewCount":672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469874837893608,"gmtCreate":1755746658634,"gmtModify":1755746659956,"author":{"id":"3582606647641003","authorId":"3582606647641003","name":"老虎KING","avatar":"https://static.tigerbbs.com/b12cc7863c07ef1b9869da86c35c8915","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582606647641003","idStr":"3582606647641003"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 别涨，继续跌，跌倒36","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 别涨，继续跌，跌倒36","text":"$小米集团-W(01810)$ 别涨，继续跌，跌倒36","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469874837893608","isVote":1,"tweetType":1,"viewCount":1090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462132553683272,"gmtCreate":1753844028945,"gmtModify":1753844030273,"author":{"id":"3582606647641003","authorId":"3582606647641003","name":"老虎KING","avatar":"https://static.tigerbbs.com/b12cc7863c07ef1b9869da86c35c8915","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582606647641003","idStr":"3582606647641003"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a> 跌的跟他卖的奶茶一个价了","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a> 跌的跟他卖的奶茶一个价了","text":"$霸王茶姬(CHA)$ 跌的跟他卖的奶茶一个价了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462132553683272","isVote":1,"tweetType":1,"viewCount":1125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":457936398565544,"gmtCreate":1752838025196,"gmtModify":1752838025897,"author":{"id":"3582606647641003","authorId":"3582606647641003","name":"老虎KING","avatar":"https://static.tigerbbs.com/b12cc7863c07ef1b9869da86c35c8915","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582606647641003","idStr":"3582606647641003"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09887\">$维立志博-B(09887)$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/09887\">$维立志博-B(09887)$</a>&nbsp;","text":"$维立志博-B(09887)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/457936398565544","isVote":1,"tweetType":1,"viewCount":791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":454656105304440,"gmtCreate":1752037854725,"gmtModify":1752037857503,"author":{"id":"3582606647641003","authorId":"3582606647641003","name":"老虎KING","avatar":"https://static.tigerbbs.com/b12cc7863c07ef1b9869da86c35c8915","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582606647641003","idStr":"3582606647641003"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3456148144210798\">@红运当头588</a>:因为商家也在涨价，优惠完和平时差不多//<a href=\"https://laohu8.com/U/3456148144210798\">@红运当头588</a>:没发现有啥大的优惠卷啊，而且，不喜欢外卖，预制菜太多，奶茶不爱喝。","listText":"Replying to <a href=\"https://laohu8.com/U/3456148144210798\">@红运当头588</a>:因为商家也在涨价，优惠完和平时差不多//<a href=\"https://laohu8.com/U/3456148144210798\">@红运当头588</a>:没发现有啥大的优惠卷啊，而且，不喜欢外卖，预制菜太多，奶茶不爱喝。","text":"Replying to @红运当头588:因为商家也在涨价，优惠完和平时差不多//@红运当头588:没发现有啥大的优惠卷啊，而且，不喜欢外卖，预制菜太多，奶茶不爱喝。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454656105304440","isVote":1,"tweetType":1,"viewCount":1104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":452915569639648,"gmtCreate":1751600399453,"gmtModify":1751600401584,"author":{"id":"3582606647641003","authorId":"3582606647641003","name":"老虎KING","avatar":"https://static.tigerbbs.com/b12cc7863c07ef1b9869da86c35c8915","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582606647641003","idStr":"3582606647641003"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09678\">$云知声(09678)$</a> 无量暴涨，庄家在左右手倒换呢，20股一手，就让买不起给你降价等接盘呢","listText":"<a href=\"https://laohu8.com/S/09678\">$云知声(09678)$</a> 无量暴涨，庄家在左右手倒换呢，20股一手，就让买不起给你降价等接盘呢","text":"$云知声(09678)$ 无量暴涨，庄家在左右手倒换呢，20股一手，就让买不起给你降价等接盘呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452915569639648","isVote":1,"tweetType":1,"viewCount":1160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397353964290416,"gmtCreate":1738032878476,"gmtModify":1738032881052,"author":{"id":"3582606647641003","authorId":"3582606647641003","name":"老虎KING","avatar":"https://static.tigerbbs.com/b12cc7863c07ef1b9869da86c35c8915","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582606647641003","idStr":"3582606647641003"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CHSN\">$香颂国际(CHSN)$</a> 看看这个","listText":"<a href=\"https://laohu8.com/S/CHSN\">$香颂国际(CHSN)$</a> 看看这个","text":"$香颂国际(CHSN)$ 看看这个","images":[{"img":"https://static.tigerbbs.com/32eb5d93f4248001aaf80fbdd31eae3f","width":"828","height":"1792"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397353964290416","isVote":1,"tweetType":1,"viewCount":2022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":368127509635160,"gmtCreate":1730890892797,"gmtModify":1730890897553,"author":{"id":"3582606647641003","authorId":"3582606647641003","name":"老虎KING","avatar":"https://static.tigerbbs.com/b12cc7863c07ef1b9869da86c35c8915","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582606647641003","idStr":"3582606647641003"},"themes":[],"htmlText":"这个房多多可还行","listText":"这个房多多可还行","text":"这个房多多可还行","images":[{"img":"https://static.tigerbbs.com/d8bdf8436a9d4a556e5129031a381425","width":"828","height":"1792"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/368127509635160","isVote":1,"tweetType":1,"viewCount":3639,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4184703644253842","authorId":"4184703644253842","name":"cyndex","avatar":"https://static.tigerbbs.com/858946f21661e6551fefccc64895ebad","crmLevel":4,"crmLevelSwitch":1,"authorIdStr":"4184703644253842","idStr":"4184703644253842"},"content":"为啥亏的显示是正？","text":"为啥亏的显示是正？","html":"为啥亏的显示是正？"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":360070748143928,"gmtCreate":1728950370994,"gmtModify":1728952525364,"author":{"id":"3582606647641003","authorId":"3582606647641003","name":"老虎KING","avatar":"https://static.tigerbbs.com/b12cc7863c07ef1b9869da86c35c8915","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582606647641003","idStr":"3582606647641003"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DUO\">$DUO(DUO)$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/DUO\">$DUO(DUO)$</a>&nbsp;","text":"$DUO(DUO)$","images":[{"img":"https://static.tigerbbs.com/5f26b3b97f728449ba9e5a5c43e89dd1","width":"696","height":"1122"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360070748143928","isVote":1,"tweetType":1,"viewCount":2067,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":355687750558008,"gmtCreate":1727839807169,"gmtModify":1727840321181,"author":{"id":"3582606647641003","authorId":"3582606647641003","name":"老虎KING","avatar":"https://static.tigerbbs.com/b12cc7863c07ef1b9869da86c35c8915","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582606647641003","idStr":"3582606647641003"},"themes":[],"htmlText":"拼多多五年内我不会卖","listText":"拼多多五年内我不会卖","text":"拼多多五年内我不会卖","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355687750558008","isVote":1,"tweetType":1,"viewCount":2286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875491925,"gmtCreate":1637677716017,"gmtModify":1637677716017,"author":{"id":"3582606647641003","authorId":"3582606647641003","name":"老虎KING","avatar":"https://static.tigerbbs.com/b12cc7863c07ef1b9869da86c35c8915","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582606647641003","idStr":"3582606647641003"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/KXIN\">$开心汽车(KXIN)$</a>你们看看，被套了","listText":"<a href=\"https://laohu8.com/S/KXIN\">$开心汽车(KXIN)$</a>你们看看，被套了","text":"$开心汽车(KXIN)$你们看看，被套了","images":[{"img":"https://static.tigerbbs.com/c51d01f9f49fa0f347fefc97ebc350dd","width":"1152","height":"2048"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/875491925","isVote":1,"tweetType":1,"viewCount":2948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":886975138,"gmtCreate":1631547110424,"gmtModify":1631585191339,"author":{"id":"3582606647641003","authorId":"3582606647641003","name":"老虎KING","avatar":"https://static.tigerbbs.com/b12cc7863c07ef1b9869da86c35c8915","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582606647641003","idStr":"3582606647641003"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LIFE\">$Life Technologies Corporation(LIFE)$</a>为什么不能做，l空","listText":"<a href=\"https://laohu8.com/S/LIFE\">$Life Technologies Corporation(LIFE)$</a>为什么不能做，l空","text":"$Life Technologies Corporation(LIFE)$为什么不能做，l空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/886975138","isVote":1,"tweetType":1,"viewCount":1751,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":886978470,"gmtCreate":1631546921190,"gmtModify":1631585188323,"author":{"id":"3582606647641003","authorId":"3582606647641003","name":"老虎KING","avatar":"https://static.tigerbbs.com/b12cc7863c07ef1b9869da86c35c8915","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582606647641003","idStr":"3582606647641003"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LIFE\">$Life Technologies Corporation(LIFE)$</a>无法做空是什么意思","listText":"<a href=\"https://laohu8.com/S/LIFE\">$Life Technologies Corporation(LIFE)$</a>无法做空是什么意思","text":"$Life Technologies Corporation(LIFE)$无法做空是什么意思","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/886978470","isVote":1,"tweetType":1,"viewCount":2570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":518742586954984,"gmtCreate":1767675426904,"gmtModify":1767675429157,"author":{"id":"3582606647641003","authorId":"3582606647641003","name":"老虎KING","avatar":"https://static.tigerbbs.com/b12cc7863c07ef1b9869da86c35c8915","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582606647641003","idStr":"3582606647641003"},"themes":[],"title":"","htmlText":"万科股价更便宜，你去买吧","listText":"万科股价更便宜，你去买吧","text":"万科股价更便宜，你去买吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518742586954984","repostId":"1179449282","repostType":2,"repost":{"id":"1179449282","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":1767667732,"share":"https://www.laohu8.com/m/news/1179449282?lang=zh_CN&edition=full","pubTime":"2026-01-06 10:48","market":"us","language":"zh","title":"英特尔股价相对台积电极为便宜，这位分析师转多头喊“买入”！","url":"https://stock-news.laohu8.com/highlight/detail?id=1179449282","media":"老虎资讯综合","summary":"要点：Melius Research 将 $英特尔$ 股票评级上调至“买入”，预计其代工业务潜力可推动股价上涨 27%。英特尔新的 50 美元目标价基于约 2 倍账面价值的估值，仍明显低于台积电。英特尔的股票刚刚经历了近二十年来表现最好的年份之一，而这波上涨还远未结束——至少一位最新转为看多的分析师是这样认为的。赖策斯在周一将英特尔评级从“持有”上调至“买入”时写道。他补充说，今年股价可能开始反映这种变化，“推动账面价值上升”。","content":"<html><head></head><body><p><strong>要点：</strong></p><ul style=\"\"><li><p>Melius Research 将 <a href=\"https://laohu8.com/S/INTC\">英特尔</a> 股票评级上调至“买入”，预计其代工业务潜力可推动股价上涨 27%。</p></li><li><p>英特尔的 14A 制程预计将更加贴合客户需求，到 2028–2029 年有望吸引英伟达和苹果等公司。</p></li><li><p>英特尔新的 50 美元目标价基于约 2 倍账面价值的估值，仍明显低于台积电。</p></li></ul><p>英特尔的股票刚刚经历了近二十年来表现最好的年份之一，而这波上涨还远未结束——至少一位最新转为看多的分析师是这样认为的。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/52c408f769b96de98b2602397657c075\" tg-width=\"560\" tg-height=\"240\"/></p><p>Melius Research 的本·赖策斯（Ben Reitzes）认为，英特尔（INTC）的代工业务比以往更具吸引力，这可能推动股价再上涨 27%。他对公司正在建立的合作关系印象深刻，这些关系未来几年可能转化为更多的芯片制造订单。</p><p>“我们非常喜欢 CEO陈立武（Lip-Bu Tan），但更重要的是，更有影响力的人物——比如特朗普、美国商务部长卢特尼克、英伟达 CEO 黄仁勋，甚至 AMD CEO 苏姿丰——都更喜欢把他当作商业伙伴。”赖策斯在周一将英特尔评级从“持有”上调至“买入”时写道。</p><p>他说，他看到“很大的可能性”，即英伟达（NVDA）——去年曾向英特尔投资 50 亿美元——以及苹果（AAPL）“会在 2028/2029 年认真考虑在 14A 节点上生产芯片”。他补充说，今年股价可能开始反映这种变化，“推动账面价值上升”。</p><p>在服务器和个人电脑 CPU 领域， <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a> （AMD）是英特尔的竞争对手，但赖策斯认为，即便是 AMD，也可能出于政治因素考虑，与英特尔进行部分制造合作，因为英特尔是美国唯一具备先进制程能力的本土晶圆代工厂。</p><p>赖策斯指出，即将推出的 14A 制程技术“预计将比 18A 更加以客户为导向，而 18A 主要是为英特尔自家产品服务的”。</p><p>他给出的 50 美元新目标价对应约 2 倍账面价值的估值，“但仍然远低于台积电，”他写道。根据 FactSet 数据， <a href=\"https://laohu8.com/S/TSM\">台积电</a> （TSM）的美国存托凭证目前的市净率为 10.3 倍（过去 12 个月）。</p><p>英特尔一直试图通过利用闲置产能为竞争对手代工来重塑其代工业务。到目前为止，这项业务仍是严重亏损的，但英特尔正努力提升技术水平，并抓住美国政府希望本土芯片制造重新具有战略意义的机会。</p><p>这并不意味着英特尔在未来一年里不会面临挑战，尤其是在自家芯片方面。内存组件价格的飙升可能会抑制 2026 年的 PC 市场，而赖策斯认为英特尔的客户端计算业务可能会受到这一趋势的影响。</p><p>“这次看多的判断，更多是基于代工资产在 2026 年逐步被更乐观地重新估值，从而带来账面价值的上行空间，”他写道。</p><p>赖策斯还将 <a href=\"https://laohu8.com/S/MRVL\">迈威尔科技</a> （Marvell Technology，MRVL）的评级也上调至“买入”，称该公司“所处位置非常有利”，因为它为大型云服务商提供定制芯片。</p><p>他说，迈威尔的定制芯片订单积压正在增长，并预计随着微软（MSFT）的 MAIA 加速器项目以及其 XPU-attach 接口的放量，迈威尔 2027 年的营收将较当前水平翻倍。迈威尔将其协处理器、互连等非处理器组件称为 XPU attach。他还补充称，今年迈威尔与亚马逊（AMZN）在定制芯片方面的合作，可能推动其实现“较为温和”的、约 20% 左右的增长。</p><p>虽然赖策斯认为迈威尔在共封装光学（co-packaged optics）市场可能会向博通（AVGO）让出部分份额，但他说该领域的增长正在加速，而这本身也将成为迈威尔的重要增长驱动力。</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>英特尔股价相对台积电极为便宜，这位分析师转多头喊“买入”！</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英特尔股价相对台积电极为便宜，这位分析师转多头喊“买入”！\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\">2026-01-06 10:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>要点：</strong></p><ul style=\"\"><li><p>Melius Research 将 <a href=\"https://laohu8.com/S/INTC\">英特尔</a> 股票评级上调至“买入”，预计其代工业务潜力可推动股价上涨 27%。</p></li><li><p>英特尔的 14A 制程预计将更加贴合客户需求，到 2028–2029 年有望吸引英伟达和苹果等公司。</p></li><li><p>英特尔新的 50 美元目标价基于约 2 倍账面价值的估值，仍明显低于台积电。</p></li></ul><p>英特尔的股票刚刚经历了近二十年来表现最好的年份之一，而这波上涨还远未结束——至少一位最新转为看多的分析师是这样认为的。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/52c408f769b96de98b2602397657c075\" tg-width=\"560\" tg-height=\"240\"/></p><p>Melius Research 的本·赖策斯（Ben Reitzes）认为，英特尔（INTC）的代工业务比以往更具吸引力，这可能推动股价再上涨 27%。他对公司正在建立的合作关系印象深刻，这些关系未来几年可能转化为更多的芯片制造订单。</p><p>“我们非常喜欢 CEO陈立武（Lip-Bu Tan），但更重要的是，更有影响力的人物——比如特朗普、美国商务部长卢特尼克、英伟达 CEO 黄仁勋，甚至 AMD CEO 苏姿丰——都更喜欢把他当作商业伙伴。”赖策斯在周一将英特尔评级从“持有”上调至“买入”时写道。</p><p>他说，他看到“很大的可能性”，即英伟达（NVDA）——去年曾向英特尔投资 50 亿美元——以及苹果（AAPL）“会在 2028/2029 年认真考虑在 14A 节点上生产芯片”。他补充说，今年股价可能开始反映这种变化，“推动账面价值上升”。</p><p>在服务器和个人电脑 CPU 领域， <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a> （AMD）是英特尔的竞争对手，但赖策斯认为，即便是 AMD，也可能出于政治因素考虑，与英特尔进行部分制造合作，因为英特尔是美国唯一具备先进制程能力的本土晶圆代工厂。</p><p>赖策斯指出，即将推出的 14A 制程技术“预计将比 18A 更加以客户为导向，而 18A 主要是为英特尔自家产品服务的”。</p><p>他给出的 50 美元新目标价对应约 2 倍账面价值的估值，“但仍然远低于台积电，”他写道。根据 FactSet 数据， <a href=\"https://laohu8.com/S/TSM\">台积电</a> （TSM）的美国存托凭证目前的市净率为 10.3 倍（过去 12 个月）。</p><p>英特尔一直试图通过利用闲置产能为竞争对手代工来重塑其代工业务。到目前为止，这项业务仍是严重亏损的，但英特尔正努力提升技术水平，并抓住美国政府希望本土芯片制造重新具有战略意义的机会。</p><p>这并不意味着英特尔在未来一年里不会面临挑战，尤其是在自家芯片方面。内存组件价格的飙升可能会抑制 2026 年的 PC 市场，而赖策斯认为英特尔的客户端计算业务可能会受到这一趋势的影响。</p><p>“这次看多的判断，更多是基于代工资产在 2026 年逐步被更乐观地重新估值，从而带来账面价值的上行空间，”他写道。</p><p>赖策斯还将 <a href=\"https://laohu8.com/S/MRVL\">迈威尔科技</a> （Marvell Technology，MRVL）的评级也上调至“买入”，称该公司“所处位置非常有利”，因为它为大型云服务商提供定制芯片。</p><p>他说，迈威尔的定制芯片订单积压正在增长，并预计随着微软（MSFT）的 MAIA 加速器项目以及其 XPU-attach 接口的放量，迈威尔 2027 年的营收将较当前水平翻倍。迈威尔将其协处理器、互连等非处理器组件称为 XPU attach。他还补充称，今年迈威尔与亚马逊（AMZN）在定制芯片方面的合作，可能推动其实现“较为温和”的、约 20% 左右的增长。</p><p>虽然赖策斯认为迈威尔在共封装光学（co-packaged optics）市场可能会向博通（AVGO）让出部分份额，但他说该领域的增长正在加速，而这本身也将成为迈威尔的重要增长驱动力。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179449282","content_text":"要点：Melius Research 将 英特尔 股票评级上调至“买入”，预计其代工业务潜力可推动股价上涨 27%。英特尔的 14A 制程预计将更加贴合客户需求，到 2028–2029 年有望吸引英伟达和苹果等公司。英特尔新的 50 美元目标价基于约 2 倍账面价值的估值，仍明显低于台积电。英特尔的股票刚刚经历了近二十年来表现最好的年份之一，而这波上涨还远未结束——至少一位最新转为看多的分析师是这样认为的。Melius Research 的本·赖策斯（Ben Reitzes）认为，英特尔（INTC）的代工业务比以往更具吸引力，这可能推动股价再上涨 27%。他对公司正在建立的合作关系印象深刻，这些关系未来几年可能转化为更多的芯片制造订单。“我们非常喜欢 CEO陈立武（Lip-Bu Tan），但更重要的是，更有影响力的人物——比如特朗普、美国商务部长卢特尼克、英伟达 CEO 黄仁勋，甚至 AMD CEO 苏姿丰——都更喜欢把他当作商业伙伴。”赖策斯在周一将英特尔评级从“持有”上调至“买入”时写道。他说，他看到“很大的可能性”，即英伟达（NVDA）——去年曾向英特尔投资 50 亿美元——以及苹果（AAPL）“会在 2028/2029 年认真考虑在 14A 节点上生产芯片”。他补充说，今年股价可能开始反映这种变化，“推动账面价值上升”。在服务器和个人电脑 CPU 领域， 美国超微公司 （AMD）是英特尔的竞争对手，但赖策斯认为，即便是 AMD，也可能出于政治因素考虑，与英特尔进行部分制造合作，因为英特尔是美国唯一具备先进制程能力的本土晶圆代工厂。赖策斯指出，即将推出的 14A 制程技术“预计将比 18A 更加以客户为导向，而 18A 主要是为英特尔自家产品服务的”。他给出的 50 美元新目标价对应约 2 倍账面价值的估值，“但仍然远低于台积电，”他写道。根据 FactSet 数据， 台积电 （TSM）的美国存托凭证目前的市净率为 10.3 倍（过去 12 个月）。英特尔一直试图通过利用闲置产能为竞争对手代工来重塑其代工业务。到目前为止，这项业务仍是严重亏损的，但英特尔正努力提升技术水平，并抓住美国政府希望本土芯片制造重新具有战略意义的机会。这并不意味着英特尔在未来一年里不会面临挑战，尤其是在自家芯片方面。内存组件价格的飙升可能会抑制 2026 年的 PC 市场，而赖策斯认为英特尔的客户端计算业务可能会受到这一趋势的影响。“这次看多的判断，更多是基于代工资产在 2026 年逐步被更乐观地重新估值，从而带来账面价值的上行空间，”他写道。赖策斯还将 迈威尔科技 （Marvell Technology，MRVL）的评级也上调至“买入”，称该公司“所处位置非常有利”，因为它为大型云服务商提供定制芯片。他说，迈威尔的定制芯片订单积压正在增长，并预计随着微软（MSFT）的 MAIA 加速器项目以及其 XPU-attach 接口的放量，迈威尔 2027 年的营收将较当前水平翻倍。迈威尔将其协处理器、互连等非处理器组件称为 XPU attach。他还补充称，今年迈威尔与亚马逊（AMZN）在定制芯片方面的合作，可能推动其实现“较为温和”的、约 20% 左右的增长。虽然赖策斯认为迈威尔在共封装光学（co-packaged optics）市场可能会向博通（AVGO）让出部分份额，但他说该领域的增长正在加速，而这本身也将成为迈威尔的重要增长驱动力。","news_type":1,"symbols_score_info":{"INTC":2,"04335":2}},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":469874837893608,"gmtCreate":1755746658634,"gmtModify":1755746659956,"author":{"id":"3582606647641003","authorId":"3582606647641003","name":"老虎KING","avatar":"https://static.tigerbbs.com/b12cc7863c07ef1b9869da86c35c8915","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582606647641003","idStr":"3582606647641003"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 别涨，继续跌，跌倒36","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$&nbsp;</a> 别涨，继续跌，跌倒36","text":"$小米集团-W(01810)$ 别涨，继续跌，跌倒36","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469874837893608","isVote":1,"tweetType":1,"viewCount":1090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368127509635160,"gmtCreate":1730890892797,"gmtModify":1730890897553,"author":{"id":"3582606647641003","authorId":"3582606647641003","name":"老虎KING","avatar":"https://static.tigerbbs.com/b12cc7863c07ef1b9869da86c35c8915","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582606647641003","idStr":"3582606647641003"},"themes":[],"htmlText":"这个房多多可还行","listText":"这个房多多可还行","text":"这个房多多可还行","images":[{"img":"https://static.tigerbbs.com/d8bdf8436a9d4a556e5129031a381425","width":"828","height":"1792"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/368127509635160","isVote":1,"tweetType":1,"viewCount":3639,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4184703644253842","authorId":"4184703644253842","name":"cyndex","avatar":"https://static.tigerbbs.com/858946f21661e6551fefccc64895ebad","crmLevel":4,"crmLevelSwitch":1,"authorIdStr":"4184703644253842","idStr":"4184703644253842"},"content":"为啥亏的显示是正？","text":"为啥亏的显示是正？","html":"为啥亏的显示是正？"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":462132553683272,"gmtCreate":1753844028945,"gmtModify":1753844030273,"author":{"id":"3582606647641003","authorId":"3582606647641003","name":"老虎KING","avatar":"https://static.tigerbbs.com/b12cc7863c07ef1b9869da86c35c8915","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582606647641003","idStr":"3582606647641003"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a> 跌的跟他卖的奶茶一个价了","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a> 跌的跟他卖的奶茶一个价了","text":"$霸王茶姬(CHA)$ 跌的跟他卖的奶茶一个价了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462132553683272","isVote":1,"tweetType":1,"viewCount":1125,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":452915569639648,"gmtCreate":1751600399453,"gmtModify":1751600401584,"author":{"id":"3582606647641003","authorId":"3582606647641003","name":"老虎KING","avatar":"https://static.tigerbbs.com/b12cc7863c07ef1b9869da86c35c8915","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582606647641003","idStr":"3582606647641003"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09678\">$云知声(09678)$</a> 无量暴涨，庄家在左右手倒换呢，20股一手，就让买不起给你降价等接盘呢","listText":"<a href=\"https://laohu8.com/S/09678\">$云知声(09678)$</a> 无量暴涨，庄家在左右手倒换呢，20股一手，就让买不起给你降价等接盘呢","text":"$云知声(09678)$ 无量暴涨，庄家在左右手倒换呢，20股一手，就让买不起给你降价等接盘呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/452915569639648","isVote":1,"tweetType":1,"viewCount":1160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355687750558008,"gmtCreate":1727839807169,"gmtModify":1727840321181,"author":{"id":"3582606647641003","authorId":"3582606647641003","name":"老虎KING","avatar":"https://static.tigerbbs.com/b12cc7863c07ef1b9869da86c35c8915","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582606647641003","idStr":"3582606647641003"},"themes":[],"htmlText":"拼多多五年内我不会卖","listText":"拼多多五年内我不会卖","text":"拼多多五年内我不会卖","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355687750558008","isVote":1,"tweetType":1,"viewCount":2286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":875491925,"gmtCreate":1637677716017,"gmtModify":1637677716017,"author":{"id":"3582606647641003","authorId":"3582606647641003","name":"老虎KING","avatar":"https://static.tigerbbs.com/b12cc7863c07ef1b9869da86c35c8915","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582606647641003","idStr":"3582606647641003"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/KXIN\">$开心汽车(KXIN)$</a>你们看看，被套了","listText":"<a href=\"https://laohu8.com/S/KXIN\">$开心汽车(KXIN)$</a>你们看看，被套了","text":"$开心汽车(KXIN)$你们看看，被套了","images":[{"img":"https://static.tigerbbs.com/c51d01f9f49fa0f347fefc97ebc350dd","width":"1152","height":"2048"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/875491925","isVote":1,"tweetType":1,"viewCount":2948,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":504020034593312,"gmtCreate":1764086189425,"gmtModify":1764086191457,"author":{"id":"3582606647641003","authorId":"3582606647641003","name":"老虎KING","avatar":"https://static.tigerbbs.com/b12cc7863c07ef1b9869da86c35c8915","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582606647641003","idStr":"3582606647641003"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SYM\">$Symbotic Inc.(SYM)$&nbsp;</a> 他怎么回事","listText":"<a href=\"https://laohu8.com/S/SYM\">$Symbotic Inc.(SYM)$&nbsp;</a> 他怎么回事","text":"$Symbotic Inc.(SYM)$ 他怎么回事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/504020034593312","isVote":1,"tweetType":1,"viewCount":672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":457936398565544,"gmtCreate":1752838025196,"gmtModify":1752838025897,"author":{"id":"3582606647641003","authorId":"3582606647641003","name":"老虎KING","avatar":"https://static.tigerbbs.com/b12cc7863c07ef1b9869da86c35c8915","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582606647641003","idStr":"3582606647641003"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09887\">$维立志博-B(09887)$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/09887\">$维立志博-B(09887)$</a>&nbsp;","text":"$维立志博-B(09887)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/457936398565544","isVote":1,"tweetType":1,"viewCount":791,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":454656105304440,"gmtCreate":1752037854725,"gmtModify":1752037857503,"author":{"id":"3582606647641003","authorId":"3582606647641003","name":"老虎KING","avatar":"https://static.tigerbbs.com/b12cc7863c07ef1b9869da86c35c8915","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582606647641003","idStr":"3582606647641003"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3456148144210798\">@红运当头588</a>:因为商家也在涨价，优惠完和平时差不多//<a href=\"https://laohu8.com/U/3456148144210798\">@红运当头588</a>:没发现有啥大的优惠卷啊，而且，不喜欢外卖，预制菜太多，奶茶不爱喝。","listText":"Replying to <a href=\"https://laohu8.com/U/3456148144210798\">@红运当头588</a>:因为商家也在涨价，优惠完和平时差不多//<a href=\"https://laohu8.com/U/3456148144210798\">@红运当头588</a>:没发现有啥大的优惠卷啊，而且，不喜欢外卖，预制菜太多，奶茶不爱喝。","text":"Replying to @红运当头588:因为商家也在涨价，优惠完和平时差不多//@红运当头588:没发现有啥大的优惠卷啊，而且，不喜欢外卖，预制菜太多，奶茶不爱喝。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/454656105304440","isVote":1,"tweetType":1,"viewCount":1104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397353964290416,"gmtCreate":1738032878476,"gmtModify":1738032881052,"author":{"id":"3582606647641003","authorId":"3582606647641003","name":"老虎KING","avatar":"https://static.tigerbbs.com/b12cc7863c07ef1b9869da86c35c8915","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582606647641003","idStr":"3582606647641003"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CHSN\">$香颂国际(CHSN)$</a> 看看这个","listText":"<a href=\"https://laohu8.com/S/CHSN\">$香颂国际(CHSN)$</a> 看看这个","text":"$香颂国际(CHSN)$ 看看这个","images":[{"img":"https://static.tigerbbs.com/32eb5d93f4248001aaf80fbdd31eae3f","width":"828","height":"1792"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397353964290416","isVote":1,"tweetType":1,"viewCount":2022,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":360070748143928,"gmtCreate":1728950370994,"gmtModify":1728952525364,"author":{"id":"3582606647641003","authorId":"3582606647641003","name":"老虎KING","avatar":"https://static.tigerbbs.com/b12cc7863c07ef1b9869da86c35c8915","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582606647641003","idStr":"3582606647641003"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DUO\">$DUO(DUO)$</a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/DUO\">$DUO(DUO)$</a>&nbsp;","text":"$DUO(DUO)$","images":[{"img":"https://static.tigerbbs.com/5f26b3b97f728449ba9e5a5c43e89dd1","width":"696","height":"1122"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360070748143928","isVote":1,"tweetType":1,"viewCount":2067,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":886975138,"gmtCreate":1631547110424,"gmtModify":1631585191339,"author":{"id":"3582606647641003","authorId":"3582606647641003","name":"老虎KING","avatar":"https://static.tigerbbs.com/b12cc7863c07ef1b9869da86c35c8915","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582606647641003","idStr":"3582606647641003"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LIFE\">$Life Technologies Corporation(LIFE)$</a>为什么不能做，l空","listText":"<a href=\"https://laohu8.com/S/LIFE\">$Life Technologies Corporation(LIFE)$</a>为什么不能做，l空","text":"$Life Technologies Corporation(LIFE)$为什么不能做，l空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/886975138","isVote":1,"tweetType":1,"viewCount":1751,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":886978470,"gmtCreate":1631546921190,"gmtModify":1631585188323,"author":{"id":"3582606647641003","authorId":"3582606647641003","name":"老虎KING","avatar":"https://static.tigerbbs.com/b12cc7863c07ef1b9869da86c35c8915","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3582606647641003","idStr":"3582606647641003"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LIFE\">$Life Technologies Corporation(LIFE)$</a>无法做空是什么意思","listText":"<a href=\"https://laohu8.com/S/LIFE\">$Life Technologies Corporation(LIFE)$</a>无法做空是什么意思","text":"$Life Technologies Corporation(LIFE)$无法做空是什么意思","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/886978470","isVote":1,"tweetType":1,"viewCount":2570,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}