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06-04 22:48

$英特尔(INTC)$ 涨太多，提前透支了预期估值

06-02

350瓦的低端卡，甚至没有高速互联。这卡扣除软件生态，纯看硬件也是奇葩

市场消息：英特尔拟年底前推出新AI芯片，使用更便宜内存与风冷技术

06-01

英特尔讲了2年的AIPC故事，被老黄实现了[流泪] 。AI需要CPU，巧了，老黄也有CPU。老黄不给活路啊

部分芯片股盘前下挫，英伟达发布了与微软合作打造的全新N1X处理器

05-21

英伟达做CPU早就不是秘密，高规格的NVL72这2代都是自己的CPU，拓展到其他场景只是时间问题。现在轮到讲完故事的Intel，看看自己手上还有什么牌

英伟达宣布切入CPU，AMD、英特尔今夜无眠

05-06

离谱的是市场信了，而且目前成交大部分是散户

市场消息：苹果考虑与英特尔和三星合作，为其设备制造处理器

05-06

老郭的分析非常理性，目前大部分利好都是可能性，甚至可能性都算不上。但很可惜，市场并不理性

谷歌新TPU订单会流向英特尔吗？郭明𫓹：谷歌连联发科的利润也想省，台积电良率优势显著

2025-04-10

感觉他就是在玩内幕交易

2025-02-14

往往媒体都开始唱多的时候，就要谨慎了

牛市继续！华尔街用力唱多黄金破3000

2024-11-29

牛了

抱歉，原内容已删除

2024-05-09

看好特斯拉，FSD和储能是核心

2024-05-06

老马的股票别玩杠杆和做空。他有一万种方法让我们瞬间清零。

马斯克公开邀请巴菲特：是时候投资特斯拉了！

去老虎APP查看更多动态

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Gelsinger因市场担心其扭转战略失败而被罢免。受此消息提振，英特尔美股夜盘短线拉升涨超3%，此前一度跌超2%。","news_type":1,"symbols_score_info":{"INTW":0.6,"LINT":0.6,"INTC":2}},"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":570604424357184,"gmtCreate":1780312005373,"gmtModify":1780315439334,"author":{"id":"4123895024847520","authorId":"4123895024847520","name":"大树獭","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4123895024847520","authorIdStr":"4123895024847520"},"themes":[],"title":"","htmlText":"英特尔讲了2年的AIPC故事，被老黄实现了[流泪]&nbsp; 。AI需要CPU，巧了，老黄也有CPU。老黄不给活路啊","listText":"英特尔讲了2年的AIPC故事，被老黄实现了[流泪]&nbsp; 。AI需要CPU，巧了，老黄也有CPU。老黄不给活路啊","text":"英特尔讲了2年的AIPC故事，被老黄实现了[流泪] 。AI需要CPU，巧了，老黄也有CPU。老黄不给活路啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/570604424357184","repostId":"1186396845","repostType":2,"repost":{"id":"1186396845","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":1780308233,"share":"https://www.laohu8.com/m/news/1186396845?lang=zh_CN&edition=full","pubTime":"2026-06-01 18:03","market":"us","language":"zh","title":"部分芯片股盘前下挫，英伟达发布了与微软合作打造的全新N1X处理器","url":"https://stock-news.laohu8.com/highlight/detail?id=1186396845","media":"老虎资讯综合","summary":"微软和英伟达将共同再造PC。","content":"<html><head></head><body><p style=\"text-align: left;\">周一，部分芯片股盘前下挫。<a href=\"https://laohu8.com/S/QCOM\">高通</a> 跌超7%， <a href=\"https://laohu8.com/S/INTC\">英特尔</a> 跌超5%， <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a> 跌超4%。<strong>英伟达首席执行官黄仁勋发布了一款与微软合作打造的全新N1X处理器。该处理器将被集成到全新的RTX Spark超级芯片中，并于今年秋季在微软、戴尔、惠普、华硕、联想和微星等品牌的全新Windows PC系列上首次亮相。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b4ffc452740734113fee20744055b1a\" data-align=\"center\" tg-width=\"540\" tg-height=\"159\"/><span></span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/474e3a34bfbc0aa165a15041ea8a324b\" data-align=\"center\" tg-width=\"540\" tg-height=\"156\"/><span></span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e2de5aea663f87854e2455782c615440\" data-align=\"center\" tg-width=\"540\" tg-height=\"162\"/><span></span></p><p style=\"text-align: left;\">黄仁勋表示：“这场计算机的再造，其意义之重大，不亚于当年将电话重塑为我们如今所知的智能手机。”他指出，自主智能体AI将运行在所有这些新电脑上。</p><p style=\"text-align: left;\">他补充道：“<strong>微软和英伟达将共同再造PC。</strong>这是40年来第一款完全重新设计、彻底重塑的PC产品线。”</p><p style=\"text-align: left;\">英伟达的一位发言人表示，公司初步计划包括推出搭载该新芯片的30多款笔记本电脑和10款台式机。</p><p style=\"text-align: left;\">这款首次亮相的PC处理器由英伟达两款旗舰级芯片融合而成，并配备128GB的统一内存。它将英伟达的一款Blackwell架构图形处理器（GPU）与基于Arm架构的全新定制N1X中央处理器（CPU）配对。</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>部分芯片股盘前下挫，英伟达发布了与微软合作打造的全新N1X处理器</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{ 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}\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部分芯片股盘前下挫，英伟达发布了与微软合作打造的全新N1X处理器\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\">2026-06-01 18:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">周一，部分芯片股盘前下挫。<a href=\"https://laohu8.com/S/QCOM\">高通</a> 跌超7%， <a href=\"https://laohu8.com/S/INTC\">英特尔</a> 跌超5%， <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a> 跌超4%。<strong>英伟达首席执行官黄仁勋发布了一款与微软合作打造的全新N1X处理器。该处理器将被集成到全新的RTX Spark超级芯片中，并于今年秋季在微软、戴尔、惠普、华硕、联想和微星等品牌的全新Windows PC系列上首次亮相。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b4ffc452740734113fee20744055b1a\" data-align=\"center\" tg-width=\"540\" tg-height=\"159\"/><span></span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/474e3a34bfbc0aa165a15041ea8a324b\" data-align=\"center\" tg-width=\"540\" tg-height=\"156\"/><span></span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e2de5aea663f87854e2455782c615440\" data-align=\"center\" tg-width=\"540\" tg-height=\"162\"/><span></span></p><p style=\"text-align: left;\">黄仁勋表示：“这场计算机的再造，其意义之重大，不亚于当年将电话重塑为我们如今所知的智能手机。”他指出，自主智能体AI将运行在所有这些新电脑上。</p><p style=\"text-align: left;\">他补充道：“<strong>微软和英伟达将共同再造PC。</strong>这是40年来第一款完全重新设计、彻底重塑的PC产品线。”</p><p style=\"text-align: left;\">英伟达的一位发言人表示，公司初步计划包括推出搭载该新芯片的30多款笔记本电脑和10款台式机。</p><p style=\"text-align: left;\">这款首次亮相的PC处理器由英伟达两款旗舰级芯片融合而成，并配备128GB的统一内存。它将英伟达的一款Blackwell架构图形处理器（GPU）与基于Arm架构的全新定制N1X中央处理器（CPU）配对。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fd77ef1704720866924f30709908fc0","relate_stocks":{"AMDW":"Roundhill AMD WeeklyPay ETF","INTC":"英特尔","AMUU":"2倍做多AMD ETF-Direxion","AMDD":"1倍做空AMD ETF-Direxion","QCMU":"2倍做多QCOM ETF-Direxion","AMDG":"2倍做多AMD ETF- Leverage Shares","QCMD":"1倍做空QCOM ETF-Direxion","INTW":"2倍做多INTC ETF-GraniteShares","AMYY":"GraniteShares YieldBOOST AMD ETF","AMDY":"AMD期权收益策略ETF-YieldMax","AMDL":"2倍做多AMD ETF-GraniteShares","AMDU":"Defiance Leveraged Long + Income AMD ETF","DAMD":"2倍做空AMD ETF-Defiance","QCOM":"高通","QCML":"2倍做多QCOM ETF-GraniteShares","LINT":"Direxion Daily INTC Bull 2X ETF","AMD":"美国超微公司"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186396845","content_text":"周一，部分芯片股盘前下挫。高通 跌超7%， 英特尔 跌超5%， 美国超微公司 跌超4%。英伟达首席执行官黄仁勋发布了一款与微软合作打造的全新N1X处理器。该处理器将被集成到全新的RTX Spark超级芯片中，并于今年秋季在微软、戴尔、惠普、华硕、联想和微星等品牌的全新Windows PC系列上首次亮相。黄仁勋表示：“这场计算机的再造，其意义之重大，不亚于当年将电话重塑为我们如今所知的智能手机。”他指出，自主智能体AI将运行在所有这些新电脑上。他补充道：“微软和英伟达将共同再造PC。这是40年来第一款完全重新设计、彻底重塑的PC产品线。”英伟达的一位发言人表示，公司初步计划包括推出搭载该新芯片的30多款笔记本电脑和10款台式机。这款首次亮相的PC处理器由英伟达两款旗舰级芯片融合而成，并配备128GB的统一内存。它将英伟达的一款Blackwell架构图形处理器（GPU）与基于Arm架构的全新定制N1X中央处理器（CPU）配对。","news_type":1,"symbols_score_info":{"AMDW":0.6,"INTW":0.6,"LINT":0.6,"AMDD":0.6,"QCMD":0.6,"AMDU":0.6,"AMYY":0.6,"AMDL":0.6,"DAMD":0.6,"INTC":2,"AMUU":0.6,"AMDY":0.6,"AMD":2,"QCMU":0.6,"AMDG":0.6,"QCOM":2,"QCML":0.6}},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":566637373432824,"gmtCreate":1779373519303,"gmtModify":1779373521919,"author":{"id":"4123895024847520","authorId":"4123895024847520","name":"大树獭","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4123895024847520","authorIdStr":"4123895024847520"},"themes":[],"title":"","htmlText":"英伟达做CPU早就不是秘密，高规格的NVL72这2代都是自己的CPU，拓展到其他场景只是时间问题。现在轮到讲完故事的Intel，看看自己手上还有什么牌","listText":"英伟达做CPU早就不是秘密，高规格的NVL72这2代都是自己的CPU，拓展到其他场景只是时间问题。现在轮到讲完故事的Intel，看看自己手上还有什么牌","text":"英伟达做CPU早就不是秘密，高规格的NVL72这2代都是自己的CPU，拓展到其他场景只是时间问题。现在轮到讲完故事的Intel，看看自己手上还有什么牌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/566637373432824","repostId":"2637805033","repostType":2,"repost":{"id":"2637805033","kind":"highlight","pubTimestamp":1779334329,"share":"https://www.laohu8.com/m/news/2637805033?lang=zh_CN&edition=full","pubTime":"2026-05-21 11:32","market":"fut","language":"zh","title":"英伟达宣布切入CPU，AMD、英特尔今夜无眠","url":"https://stock-news.laohu8.com/highlight/detail?id=2637805033","media":"格隆汇","summary":"5月21日，英伟达不再满足于主导全球GPU数据中心市场，该公司表示，如今已将目标瞄准成为全球领先的CPU供应商。首席财务官Colette Kress在周四英伟达Q1财报电话会议上宣布了这一消息，她表示，CPU市场代表着2000亿美元的总潜在市场，而英伟达此前从未涉足这一领域。有市场人士称，市场完全没有预料到英伟达会这么快、这么直接地切入CPU市场。","content":"<html><body><div>\n<p>5月21日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>不再满足于主导全球GPU<span>数据中心</span>市场，该公司表示，如今已将目标瞄准成为全球领先的<span>CPU</span>供应商。首席财务官Colette Kress在周四英伟达Q1财报<span><span>电话</span></span>会议上宣布了这一消息，她表示，CPU市场代表着2000亿美元的总潜在市场，而英伟达此前从未涉足这一领域。公司目前预计今年独立CPU收入将接近200亿美元，所有主要的超大规模厂商和系统制造商都与英伟达合作部署这些芯片。</p><p>有市场人士称，市场完全没有预料到英伟达会这么快、这么直接地切入CPU市场。这对<a href=\"https://laohu8.com/S/AMD\">AMD</a>和<a href=\"https://laohu8.com/S/INTC\">英特尔</a>是直接的竞争格局冲击。周四开盘AMD和英特尔面临的压力，不只是资金轮动，而是竞争格局的真实改变。</p>\n<div>\n<p>美股频道更多独家策划、专家专栏，免费查阅&gt;&gt;</p>\n<div>\r\n            责任编辑：栎树\r\n          </div>\n</div>\n</div></body></html>","source":"jinrongjie_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英伟达宣布切入CPU，AMD、英特尔今夜无眠</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; 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class=\"title\">\n英伟达宣布切入CPU，AMD、英特尔今夜无眠\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-21 11:32 北京时间&nbsp;&nbsp;&nbsp;<a href=https://usstock.jrj.com.cn/2026/05/21113257161640.shtml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月21日，英伟达不再满足于主导全球GPU数据中心市场，该公司表示，如今已将目标瞄准成为全球领先的CPU供应商。首席财务官Colette Kress在周四英伟达Q1财报电话会议上宣布了这一消息，她表示，CPU市场代表着2000亿美元的总潜在市场，而英伟达此前从未涉足这一领域。公司目前预计今年独立CPU收入将接近200亿美元，所有主要的超大规模厂商和系统制造商都与英伟达合作部署这些芯片。有市场人士称...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2026/05/21113257161640.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4592":"伊斯兰概念","GOOG":"谷歌","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4549":"软银资本持仓","AMZN":"亚马逊","BK4548":"巴美列捷福持仓","SNVD.UK":"LS -1X 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SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","HK0000304805.HKD":"PICTET 战略收益基金 P类港元"},"source_url":"https://usstock.jrj.com.cn/2026/05/21113257161640.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2637805033","content_text":"5月21日，英伟达不再满足于主导全球GPU数据中心市场，该公司表示，如今已将目标瞄准成为全球领先的CPU供应商。首席财务官Colette Kress在周四英伟达Q1财报电话会议上宣布了这一消息，她表示，CPU市场代表着2000亿美元的总潜在市场，而英伟达此前从未涉足这一领域。公司目前预计今年独立CPU收入将接近200亿美元，所有主要的超大规模厂商和系统制造商都与英伟达合作部署这些芯片。有市场人士称，市场完全没有预料到英伟达会这么快、这么直接地切入CPU市场。这对AMD和英特尔是直接的竞争格局冲击。周四开盘AMD和英特尔面临的压力，不只是资金轮动，而是竞争格局的真实改变。\n\n美股频道更多独家策划、专家专栏，免费查阅>>\n\r\n            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你配上桌呢"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561107233592872,"gmtCreate":1778020783798,"gmtModify":1778020786109,"author":{"id":"4123895024847520","authorId":"4123895024847520","name":"大树獭","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4123895024847520","authorIdStr":"4123895024847520"},"themes":[],"title":"","htmlText":"离谱的是市场信了，而且目前成交大部分是散户","listText":"离谱的是市场信了，而且目前成交大部分是散户","text":"离谱的是市场信了，而且目前成交大部分是散户","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561107233592872","repostId":"1162100728","repostType":2,"repost":{"id":"1162100728","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":1777949477,"share":"https://www.laohu8.com/m/news/1162100728?lang=zh_CN&edition=full","pubTime":"2026-05-05 10:51","market":"us","language":"zh","title":"市场消息：苹果考虑与英特尔和三星合作，为其设备制造处理器","url":"https://stock-news.laohu8.com/highlight/detail?id=1162100728","media":"老虎资讯综合","summary":"这两项努力迄今都还没有产生任何订单。","content":"<html><head></head><body><p>据知情人士透露，<strong><a href=\"https://laohu8.com/S/AAPL\">苹果</a> 已与 <a href=\"https://laohu8.com/S/INTC\">英特尔</a> 就使用该公司的芯片代工服务进行了初步洽谈。同时，苹果的高管也曾到访三星在得克萨斯州建设的一家先进芯片工厂。</strong></p><p>上述知情人士表示，这两项努力迄今都还没有产生任何订单，与这两家供应商的合作也仍处于非常初期的阶段。知情人士还补充说，苹果对于使用台积电以外的技术有所顾虑，最终可能不会真的跟其他伙伴合作。</p><p>苹果、英特尔、三星和台积电的发言人均未置评。</p><p>英特尔夜盘股价直线拉升。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9e054ed57ffc97046e933bbe9f9e0e4\" title=\"\" tg-width=\"1263\" tg-height=\"507\"/></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：苹果考虑与英特尔和三星合作，为其设备制造处理器</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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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\">2026-05-05 10:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据知情人士透露，<strong><a href=\"https://laohu8.com/S/AAPL\">苹果</a> 已与 <a href=\"https://laohu8.com/S/INTC\">英特尔</a> 就使用该公司的芯片代工服务进行了初步洽谈。同时，苹果的高管也曾到访三星在得克萨斯州建设的一家先进芯片工厂。</strong></p><p>上述知情人士表示，这两项努力迄今都还没有产生任何订单，与这两家供应商的合作也仍处于非常初期的阶段。知情人士还补充说，苹果对于使用台积电以外的技术有所顾虑，最终可能不会真的跟其他伙伴合作。</p><p>苹果、英特尔、三星和台积电的发言人均未置评。</p><p>英特尔夜盘股价直线拉升。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9e054ed57ffc97046e933bbe9f9e0e4\" title=\"\" tg-width=\"1263\" tg-height=\"507\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ac7bff942c84072aabf4005bf3f23b8c","relate_stocks":{"AAPY":"AAPL收益溢价策略ETF-Kurv","LINT":"Direxion Daily INTC Bull 2X ETF","AAPD":"1倍做空AAPL ETF-Direxion","AAPW":"AAPL周配息ETF-Roundhill","INTC":"英特尔","AAPL":"苹果","INTW":"2倍做多INTC ETF-GraniteShares","APLY":"AAPL期权收益策略ETF-YieldMax","AAPX":"2倍做多Apple ETF-T-Rex","AAPB":"2倍做多AAPL ETF-GraniteShares","AAPU":"2倍做多AAPL ETF-Direxion"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162100728","content_text":"据知情人士透露，苹果 已与 英特尔 就使用该公司的芯片代工服务进行了初步洽谈。同时，苹果的高管也曾到访三星在得克萨斯州建设的一家先进芯片工厂。上述知情人士表示，这两项努力迄今都还没有产生任何订单，与这两家供应商的合作也仍处于非常初期的阶段。知情人士还补充说，苹果对于使用台积电以外的技术有所顾虑，最终可能不会真的跟其他伙伴合作。苹果、英特尔、三星和台积电的发言人均未置评。英特尔夜盘股价直线拉升。","news_type":1,"symbols_score_info":{"AAPY":0.6,"LINT":0.6,"AAPL":2,"INTW":0.6,"APLY":0.6,"AAPU":0.6,"AAPB":0.6,"AAPX":0.6,"AAPD":0.6,"AAPW":0.6,"INTC":2}},"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561106537924456,"gmtCreate":1778020676566,"gmtModify":1778020679033,"author":{"id":"4123895024847520","authorId":"4123895024847520","name":"大树獭","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4123895024847520","authorIdStr":"4123895024847520"},"themes":[],"title":"","htmlText":"老郭的分析非常理性，目前大部分利好都是可能性，甚至可能性都算不上。但很可惜，市场并不理性","listText":"老郭的分析非常理性，目前大部分利好都是可能性，甚至可能性都算不上。但很可惜，市场并不理性","text":"老郭的分析非常理性，目前大部分利好都是可能性，甚至可能性都算不上。但很可惜，市场并不理性","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561106537924456","repostId":"2632938550","repostType":2,"repost":{"id":"2632938550","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1777872038,"share":"https://www.laohu8.com/m/news/2632938550?lang=zh_CN&edition=full","pubTime":"2026-05-04 13:20","market":"us","language":"zh","title":"谷歌新TPU订单会流向英特尔吗？郭明𫓹：谷歌连联发科的利润也想省，台积电良率优势显著","url":"https://stock-news.laohu8.com/highlight/detail?id=2632938550","media":"华尔街见闻","summary":"郭明𫓹指出，英特尔EMIB-T先进封装当前验证良率约90%，但距量产所需98%仍有明显差距，成为关键风险点。与此同时，谷歌为压缩AI芯片成本、对标英伟达，正尝试绕开联发科并直接向台积电采购晶圆，推动供应链重构。台积电则在产能分配与合作路径上谨慎平衡多方利益。整体来看，封装良率与成本控制正共同决定谷歌AI芯片战略成败。","content":"<html><body><p><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>下一代TPU芯片的封装技术路线正面临关键考验。<a href=\"https://laohu8.com/S/INTC\">英特尔</a>为<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>2027年下半年新款TPU（代号Humufish）提供的EMIB-T封装技术，目前技术验证良率已达90%，但距离量产所需标准仍有差距，而谷歌为压缩成本、正面迎战<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>所展现出的强硬采购姿态，正在重塑整条供应链的利益格局。</p>\n<p>知名<a href=\"https://laohu8.com/S/AAPL\">苹果</a>及科技供应链分析师郭明𫓹最新披露，EMIB-T当前90%的技术验证良率属于积极但合理的数据点，然而英特尔的量产良率基准参照的是FCBGA工艺，后者行业普遍水平已在98%以上。从90%提升至98%的难度，远超从零起步至90%的阶段，加之Humufish部分规格尚未最终确定，近至中期内量产良率能否达标仍存在不确定性。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/141737cc-27ce-4c63-8009-c6dc12be804a.png\"/></p>\n<p>与此同时，谷歌已悄然向<a href=\"https://laohu8.com/S/TSM\">台积电</a>询价，探讨能否绕开<a href=\"https://laohu8.com/S/002394\">联发</a>科、直接下单Humufish主计算芯片的晶圆订单，以削减中间环节的加价成本。这一动作释放出明确信号：谷歌正从过去的宽松买家转变为精打细算的成本控制者，其逻辑在于，要在AI加速芯片市场正面挑战英伟达，成本优势是谷歌的核心武器，而EMIB-T的量产良率因此直接关系到谷歌的竞争力。</p>\n<h2>良率瓶颈：从90%到98%是最难的一跳</h2>\n<p>郭明𫓹指出，EMIB-T目前90%的技术验证良率，对于一项仍处于开发阶段的技术而言，是一个积极的里程碑。英特尔在EMIB量产方面拥有一定的历史积累，这使得这一数字具备可信度。</p>\n<p>然而，技术验证良率与最终量产良率之间存在本质差异。英特尔衡量封装良率的参照基准是FCBGA，而当前行业FCBGA良率普遍高于98%。郭明𫓹强调，从90%跨越至98%，难度远大于从项目启动阶段爬升至90%，尤其是在Humufish部分规格尚未定稿的情况下，良率的最终走向存在更多变量。</p>\n<p>作为参照，台积电2026年5.5倍光罩尺寸CoWoS封装的良率目标同样从98%起步，这意味着谷歌对EMIB-T的良率预期并无妥协空间。郭明𫓹表示，长期而言他对英特尔先进封装的发展方向持正面看法，但近至中期内对其能否顺利达到量产标准保持审慎态度。</p>\n<h2>谷歌转向强硬：成本压力倒逼供应链重构</h2>\n<p>谷歌近期向台积电发出询问，探讨是否可以直接为Humufish主计算芯片（由谷歌内部自主设计）下达晶圆订单，而非沿用此前通过联发科中转的模式。</p>\n<p>郭明𫓹分析，谷歌与联发科自第一代TPU（8t）起便采用半COT（客户自有工具）模式合作。联发科的利润加成主要集中在其自主设计的部分，因此谷歌是否直接下单主计算芯片的晶圆，对联发科整体盈利轨迹的影响并非关键变量。</p>\n<p>但谷歌主动探询能否压缩晶圆订单的转手加价，本身已传递出重要信息：谷歌的采购策略已发生根本性转变。驱动这一转变的逻辑直接明了——要在AI芯片市场正面对抗英伟达，成本是谷歌最重要的竞争筹码，这也使得EMIB-T的量产良率从供应链技术问题，升级为谷歌必须亲自解决的战略问题。</p>\n<h2>台积电的两难：前端产能分配悬而未决</h2>\n<p>台积电目前仍在评估2027年下半年为Humufish分配多少先进制程产能，背后存在两重考量。</p>\n<p>其一，台积电仍希望争取Humufish的后端封装订单，但目前来看可能性不大——而这正是谷歌有意为之的布局结果。其二，台积电需要先摸清EMIB-T的实际后端产出能力，才能避免将稀缺的先进制程产能错配至无法充分消化的环节。</p>\n<p>郭明𫓹指出，Humufish的有效后端产出同时取决于EMIB-T封装和基板两个环节，两者需要联动追踪，任何一环的瓶颈都将影响整体出货节奏。</p>\n<p>在半COT模式下，台积电同样倾向于由联发科继续承接主计算芯片的晶圆订单。除双方长期紧密的合作关系外，更关键的商业逻辑在于：联发科是台积电2025年先进制程的第三大客户。一旦TPU订单发生转移，联发科的规模体量使其成为台积电重新平衡晶圆产能分配结构的天然缓冲器。这意味着，台积电在这场供应链博弈中，有其自身维护现有秩序的内在动力。</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>谷歌新TPU订单会流向英特尔吗？郭明𫓹：谷歌连联发科的利润也想省，台积电良率优势显著</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谷歌新TPU订单会流向英特尔吗？郭明𫓹：谷歌连联发科的利润也想省，台积电良率优势显著\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-05-04 13:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>下一代TPU芯片的封装技术路线正面临关键考验。<a href=\"https://laohu8.com/S/INTC\">英特尔</a>为<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>2027年下半年新款TPU（代号Humufish）提供的EMIB-T封装技术，目前技术验证良率已达90%，但距离量产所需标准仍有差距，而谷歌为压缩成本、正面迎战<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>所展现出的强硬采购姿态，正在重塑整条供应链的利益格局。</p>\n<p>知名<a href=\"https://laohu8.com/S/AAPL\">苹果</a>及科技供应链分析师郭明𫓹最新披露，EMIB-T当前90%的技术验证良率属于积极但合理的数据点，然而英特尔的量产良率基准参照的是FCBGA工艺，后者行业普遍水平已在98%以上。从90%提升至98%的难度，远超从零起步至90%的阶段，加之Humufish部分规格尚未最终确定，近至中期内量产良率能否达标仍存在不确定性。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/141737cc-27ce-4c63-8009-c6dc12be804a.png\"/></p>\n<p>与此同时，谷歌已悄然向<a href=\"https://laohu8.com/S/TSM\">台积电</a>询价，探讨能否绕开<a href=\"https://laohu8.com/S/002394\">联发</a>科、直接下单Humufish主计算芯片的晶圆订单，以削减中间环节的加价成本。这一动作释放出明确信号：谷歌正从过去的宽松买家转变为精打细算的成本控制者，其逻辑在于，要在AI加速芯片市场正面挑战英伟达，成本优势是谷歌的核心武器，而EMIB-T的量产良率因此直接关系到谷歌的竞争力。</p>\n<h2>良率瓶颈：从90%到98%是最难的一跳</h2>\n<p>郭明𫓹指出，EMIB-T目前90%的技术验证良率，对于一项仍处于开发阶段的技术而言，是一个积极的里程碑。英特尔在EMIB量产方面拥有一定的历史积累，这使得这一数字具备可信度。</p>\n<p>然而，技术验证良率与最终量产良率之间存在本质差异。英特尔衡量封装良率的参照基准是FCBGA，而当前行业FCBGA良率普遍高于98%。郭明𫓹强调，从90%跨越至98%，难度远大于从项目启动阶段爬升至90%，尤其是在Humufish部分规格尚未定稿的情况下，良率的最终走向存在更多变量。</p>\n<p>作为参照，台积电2026年5.5倍光罩尺寸CoWoS封装的良率目标同样从98%起步，这意味着谷歌对EMIB-T的良率预期并无妥协空间。郭明𫓹表示，长期而言他对英特尔先进封装的发展方向持正面看法，但近至中期内对其能否顺利达到量产标准保持审慎态度。</p>\n<h2>谷歌转向强硬：成本压力倒逼供应链重构</h2>\n<p>谷歌近期向台积电发出询问，探讨是否可以直接为Humufish主计算芯片（由谷歌内部自主设计）下达晶圆订单，而非沿用此前通过联发科中转的模式。</p>\n<p>郭明𫓹分析，谷歌与联发科自第一代TPU（8t）起便采用半COT（客户自有工具）模式合作。联发科的利润加成主要集中在其自主设计的部分，因此谷歌是否直接下单主计算芯片的晶圆，对联发科整体盈利轨迹的影响并非关键变量。</p>\n<p>但谷歌主动探询能否压缩晶圆订单的转手加价，本身已传递出重要信息：谷歌的采购策略已发生根本性转变。驱动这一转变的逻辑直接明了——要在AI芯片市场正面对抗英伟达，成本是谷歌最重要的竞争筹码，这也使得EMIB-T的量产良率从供应链技术问题，升级为谷歌必须亲自解决的战略问题。</p>\n<h2>台积电的两难：前端产能分配悬而未决</h2>\n<p>台积电目前仍在评估2027年下半年为Humufish分配多少先进制程产能，背后存在两重考量。</p>\n<p>其一，台积电仍希望争取Humufish的后端封装订单，但目前来看可能性不大——而这正是谷歌有意为之的布局结果。其二，台积电需要先摸清EMIB-T的实际后端产出能力，才能避免将稀缺的先进制程产能错配至无法充分消化的环节。</p>\n<p>郭明𫓹指出，Humufish的有效后端产出同时取决于EMIB-T封装和基板两个环节，两者需要联动追踪，任何一环的瓶颈都将影响整体出货节奏。</p>\n<p>在半COT模式下，台积电同样倾向于由联发科继续承接主计算芯片的晶圆订单。除双方长期紧密的合作关系外，更关键的商业逻辑在于：联发科是台积电2025年先进制程的第三大客户。一旦TPU订单发生转移，联发科的规模体量使其成为台积电重新平衡晶圆产能分配结构的天然缓冲器。这意味着，台积电在这场供应链博弈中，有其自身维护现有秩序的内在动力。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0267386448.USD":"FIDELITY 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Asian Multi Income Plus Cl AM DIS USD","LU2637965513.SGD":"BGF GLOBAL ALLOCATION \"A10\" (SGDHDG) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4507":"流媒体概念","LU0823414478.USD":"法巴经典能源转换基金","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC"},"source_url":"https://wallstreetcn.com/articles/3771528","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2632938550","content_text":"谷歌下一代TPU芯片的封装技术路线正面临关键考验。英特尔为谷歌2027年下半年新款TPU（代号Humufish）提供的EMIB-T封装技术，目前技术验证良率已达90%，但距离量产所需标准仍有差距，而谷歌为压缩成本、正面迎战英伟达所展现出的强硬采购姿态，正在重塑整条供应链的利益格局。\n知名苹果及科技供应链分析师郭明𫓹最新披露，EMIB-T当前90%的技术验证良率属于积极但合理的数据点，然而英特尔的量产良率基准参照的是FCBGA工艺，后者行业普遍水平已在98%以上。从90%提升至98%的难度，远超从零起步至90%的阶段，加之Humufish部分规格尚未最终确定，近至中期内量产良率能否达标仍存在不确定性。\n\n与此同时，谷歌已悄然向台积电询价，探讨能否绕开联发科、直接下单Humufish主计算芯片的晶圆订单，以削减中间环节的加价成本。这一动作释放出明确信号：谷歌正从过去的宽松买家转变为精打细算的成本控制者，其逻辑在于，要在AI加速芯片市场正面挑战英伟达，成本优势是谷歌的核心武器，而EMIB-T的量产良率因此直接关系到谷歌的竞争力。\n良率瓶颈：从90%到98%是最难的一跳\n郭明𫓹指出，EMIB-T目前90%的技术验证良率，对于一项仍处于开发阶段的技术而言，是一个积极的里程碑。英特尔在EMIB量产方面拥有一定的历史积累，这使得这一数字具备可信度。\n然而，技术验证良率与最终量产良率之间存在本质差异。英特尔衡量封装良率的参照基准是FCBGA，而当前行业FCBGA良率普遍高于98%。郭明𫓹强调，从90%跨越至98%，难度远大于从项目启动阶段爬升至90%，尤其是在Humufish部分规格尚未定稿的情况下，良率的最终走向存在更多变量。\n作为参照，台积电2026年5.5倍光罩尺寸CoWoS封装的良率目标同样从98%起步，这意味着谷歌对EMIB-T的良率预期并无妥协空间。郭明𫓹表示，长期而言他对英特尔先进封装的发展方向持正面看法，但近至中期内对其能否顺利达到量产标准保持审慎态度。\n谷歌转向强硬：成本压力倒逼供应链重构\n谷歌近期向台积电发出询问，探讨是否可以直接为Humufish主计算芯片（由谷歌内部自主设计）下达晶圆订单，而非沿用此前通过联发科中转的模式。\n郭明𫓹分析，谷歌与联发科自第一代TPU（8t）起便采用半COT（客户自有工具）模式合作。联发科的利润加成主要集中在其自主设计的部分，因此谷歌是否直接下单主计算芯片的晶圆，对联发科整体盈利轨迹的影响并非关键变量。\n但谷歌主动探询能否压缩晶圆订单的转手加价，本身已传递出重要信息：谷歌的采购策略已发生根本性转变。驱动这一转变的逻辑直接明了——要在AI芯片市场正面对抗英伟达，成本是谷歌最重要的竞争筹码，这也使得EMIB-T的量产良率从供应链技术问题，升级为谷歌必须亲自解决的战略问题。\n台积电的两难：前端产能分配悬而未决\n台积电目前仍在评估2027年下半年为Humufish分配多少先进制程产能，背后存在两重考量。\n其一，台积电仍希望争取Humufish的后端封装订单，但目前来看可能性不大——而这正是谷歌有意为之的布局结果。其二，台积电需要先摸清EMIB-T的实际后端产出能力，才能避免将稀缺的先进制程产能错配至无法充分消化的环节。\n郭明𫓹指出，Humufish的有效后端产出同时取决于EMIB-T封装和基板两个环节，两者需要联动追踪，任何一环的瓶颈都将影响整体出货节奏。\n在半COT模式下，台积电同样倾向于由联发科继续承接主计算芯片的晶圆订单。除双方长期紧密的合作关系外，更关键的商业逻辑在于：联发科是台积电2025年先进制程的第三大客户。一旦TPU订单发生转移，联发科的规模体量使其成为台积电重新平衡晶圆产能分配结构的天然缓冲器。这意味着，台积电在这场供应链博弈中，有其自身维护现有秩序的内在动力。","news_type":1,"symbols_score_info":{"04335":1.93,"TSMG":0.6,"MSFT":0.6,"STSM":0.6,"INTC":1.93,"TSLA":0.6,"AMZN":0.6,"TSMX":0.6,"META":0.6,"USJW.SI":0.6,"GOOY":0.6,"INTW":0.6,"LINT":0.6,"GOOGL":1.96,"TSMY":0.6,"GGLL":0.6,"GOOP":0.6,"NVDA":1.85,"03145":0.6,"TSMZ":0.6,"TSM":1.91,"GOOX":0.6,"GOOW":0.6,"AAPL":0.6,"GGLS":0.6,"GOU":0.6,"TSMU":0.6}},"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":422982274605152,"gmtCreate":1744294466043,"gmtModify":1744294468170,"author":{"id":"4123895024847520","authorId":"4123895024847520","name":"大树獭","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4123895024847520","authorIdStr":"4123895024847520"},"themes":[],"title":"","htmlText":"感觉他就是在玩内幕交易","listText":"感觉他就是在玩内幕交易","text":"感觉他就是在玩内幕交易","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/422982274605152","isVote":1,"tweetType":1,"viewCount":2121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":403531547615632,"gmtCreate":1739543372761,"gmtModify":1739544768351,"author":{"id":"4123895024847520","authorId":"4123895024847520","name":"大树獭","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4123895024847520","authorIdStr":"4123895024847520"},"themes":[],"title":"","htmlText":"往往媒体都开始唱多的时候，就要谨慎了","listText":"往往媒体都开始唱多的时候，就要谨慎了","text":"往往媒体都开始唱多的时候，就要谨慎了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/403531547615632","repostId":"1158172459","repostType":2,"repost":{"id":"1158172459","kind":"news","pubTimestamp":1739187187,"share":"https://www.laohu8.com/m/news/1158172459?lang=zh_CN&edition=full","pubTime":"2025-02-10 19:33","market":"fut","language":"zh","title":"牛市继续！华尔街用力唱多黄金破3000","url":"https://stock-news.laohu8.com/highlight/detail?id=1158172459","media":"智堡Mikko","summary":"花旗认为，黄金投资需求占矿产供应比例将升至95%以上，这将支撑金价在高位；高盛表示，持续央行购买和ETF持仓将支撑2026年第二季度金价涨到每盎司3000 美元；摩根大通预计破坏性关税继续助长黄金中期牛市。而持续的央行购买和随着联邦基金利率下降而逐渐增加的 ETF 持仓将继续支撑高盛到 2026 年第二季度金价达到每盎司 3000 美元的预测。美国政策不确定性对央行和投资者对冲需求的持续提振，可能构成金价上涨至高于 3000 美元/盎司目标的风险。","content":"<html><head></head><body><blockquote><p>花旗认为，黄金投资需求占矿产供应比例将升至95%以上，这将支撑金价在高位；高盛表示，持续央行购买和ETF持仓将支撑2026年第二季度金价涨到每盎司3000 美元；摩根大通预计破坏性关税继续助长黄金中期牛市。</p></blockquote><h2 id=\"id_3085005428\">Citi：看3000</h2><p style=\"text-align: justify;\"><strong>将黄金 0-3 个月目标价上调至 3000 美元/盎司，维持 6-12 个月目标价在 3000 美元/盎司不变，</strong>并将 2025 年平均价格预测从 2800 美元/盎司上调至 2900 美元/盎司。</p><p style=\"text-align: justify;\">黄金牛市基于强劲的实物基本面，并将在特朗普2.0时代延续。花旗的黄金定价框架显示，2024 年第四季度投资需求占据了黄金矿产供应的 82%，预计到 2025 年第四季度，黄金投资需求占矿产供应的比例将升至 95% 以上，这将支撑金价维持在历史高位。私人投资需求将在未来几个月通过金条、金币、ETF、OTC 和其他投资增加。</p><p style=\"text-align: justify;\">由于实际和感知到的增长风险上升（包括贸易战、高利率、美国劳动力市场持续恶化、非美元货币贬值风险以及美国股市下跌风险），黄金作为对冲工具的需求将继续增加。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/96be657209f5cba7e0af3c5ae5b29161\" tg-width=\"1080\" tg-height=\"869\"/></p><p style=\"text-align: justify;\">贸易战和地缘政治紧张局势加剧了储备多元化/去美元化趋势，支撑了新兴市场官方部门的黄金需求。预计黄金不会被列入 2025 年第二季度任何一揽子关税计划中（因为黄金是一种金融资产和货币金属/美国金币在技术上是法定货币，因此对法定货币征收关税是不合理的）</p><h2 id=\"id_1669358958\">汇丰：看盘整</h2><p style=\"text-align: justify;\">受温和就业数据提振，黄金价格创下新高；但在反复上涨之后，<strong>更高的收益率和强势美元可能导致金价盘整。</strong></p><p style=\"text-align: justify;\"><strong>关税的不确定性为黄金提供了潜在支撑；</strong>中国报告了更高的黄金持有量，并推出了针对保险公司的黄金试点购买计划。</p><p style=\"text-align: justify;\">白银、铂族金属 (PGMs) 走弱，这可能表明贵金属市场超买；工业需求正在放缓。</p><h2 id=\"id_107262372\">高盛：短期看跌长期依然看涨</h2><p style=\"text-align: justify;\">如果关税不确定性消退且持仓正常化，<strong>金价将在短期内适度下跌。</strong>而持续的央行购买和随着联邦基金利率下降而逐渐增加的 ETF 持仓将继续支撑高盛<strong>到 2026 年第二季度金价达到每盎司 3000 美元的预测。</strong></p><p style=\"text-align: justify;\"><strong>美国政策不确定性对央行和投资者对冲需求的持续提振</strong>，可能构成金价上涨至高于 3000 美元/盎司目标的风险。</p><p style=\"text-align: justify;\">尽管高企的持仓水平降低了<strong>当前入场点的吸引力（对于短期投资者而言）</strong>，但高盛维持对黄金的长期看涨交易建议（对于长期投资者以及寻求对冲美国政策尾部风险的投资者而言）。</p><p style=\"text-align: justify;\">对美国将对黄金征收 10% 关税的担忧也加大了实物交割价差 (EFP) ——纽约商品交易所 (COMEX) 期货与伦敦现货黄金价格之间的差距——因为关税将使跨市场套利复杂化，<strong>并促使交易员将黄金运往美国。</strong></p><p style=\"text-align: justify;\">如果关税生效，与 EFP 交易相关的 COMEX 空头的大量平仓可能会暂时进一步扩大 EFP，可能达到接近 10% 的水平，然后最终稳定在 0-10% 范围内的某个较低水平，具体取决于伦敦和美国市场的供需动态。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e3004a498e3b4f380c1a4b81727dc9d\" tg-width=\"1080\" tg-height=\"569\"/></p><h2 id=\"id_455084285\">JPM：年底目标2950</h2><p style=\"text-align: justify;\">来自股票的看跌情绪可能会在短期内对黄金造成压力，<strong>但具有破坏性的关税继续助长黄金的中期牛市</strong>，如果目前的关税持续下去，则金价达到摩根大通设定的<strong>年底目标 2950 美元/盎司</strong>的风险偏向于比目前预期更快。</p><h2 id=\"id_3890736116\">UBS：上调目标价</h2><p style=\"text-align: justify;\">瑞银已将未来 12 个月的黄金预测上调至 3000 美元/盎司。</p><p style=\"text-align: justify;\">黄金仍然是一种有效的投资组合对冲和多元化工具，<strong>在美元平衡型投资组合中配置约 5% 的黄金是最佳选择。</strong></p><p style=\"text-align: justify;\">与黄金相关的股票（如黄金矿商）可能提供更大的资本收益潜力，但波动性可能更大，在风险规避时期表现类似于股票。<strong>黄金及其投资方式（直接或间接）应构成一个多元化投资组合的一部分。</strong></p></body></html>","source":"lsy1739187195757","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>牛市继续！华尔街用力唱多黄金破3000</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n牛市继续！华尔街用力唱多黄金破3000\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-10 19:33 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s?__biz=MzU3MjY1MzM5Nw==&mid=2247491835&idx=1&sn=fdf8882be1fe9769cc9c9c90bd44ffb9&chksm=fd3a6e31c2cf8f47d5f0a02d72ffddeb152ceff2fc43ec2260b02b7bb18862eb6e0a6795ae8e&mpshare=1&scene=23&srcid=0210GvnsDDzxzkkHlqxVYCK0&sharer_shareinfo=418fd689202a5ce9698c0ba4558d6540&sharer_shareinfo_first=418fd689202a5ce9698c0ba4558d6540&poc_token=HOnjqWej7BZvmp-1-oL1Pvt5ii13ucO76W8D6AYM><strong>智堡Mikko</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>花旗认为，黄金投资需求占矿产供应比例将升至95%以上，这将支撑金价在高位；高盛表示，持续央行购买和ETF持仓将支撑2026年第二季度金价涨到每盎司3000 美元；摩根大通预计破坏性关税继续助长黄金中期牛市。Citi：看3000将黄金 0-3 个月目标价上调至 3000 美元/盎司，维持 6-12 个月目标价在 3000 美元/盎司不变，并将 2025 年平均价格预测从 2800 美元/盎司上调至 ...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MzU3MjY1MzM5Nw==&mid=2247491835&idx=1&sn=fdf8882be1fe9769cc9c9c90bd44ffb9&chksm=fd3a6e31c2cf8f47d5f0a02d72ffddeb152ceff2fc43ec2260b02b7bb18862eb6e0a6795ae8e&mpshare=1&scene=23&srcid=0210GvnsDDzxzkkHlqxVYCK0&sharer_shareinfo=418fd689202a5ce9698c0ba4558d6540&sharer_shareinfo_first=418fd689202a5ce9698c0ba4558d6540&poc_token=HOnjqWej7BZvmp-1-oL1Pvt5ii13ucO76W8D6AYM\">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/4be30a3c11bd91e9d1f864c6a098fab1","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s?__biz=MzU3MjY1MzM5Nw==&mid=2247491835&idx=1&sn=fdf8882be1fe9769cc9c9c90bd44ffb9&chksm=fd3a6e31c2cf8f47d5f0a02d72ffddeb152ceff2fc43ec2260b02b7bb18862eb6e0a6795ae8e&mpshare=1&scene=23&srcid=0210GvnsDDzxzkkHlqxVYCK0&sharer_shareinfo=418fd689202a5ce9698c0ba4558d6540&sharer_shareinfo_first=418fd689202a5ce9698c0ba4558d6540&poc_token=HOnjqWej7BZvmp-1-oL1Pvt5ii13ucO76W8D6AYM","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158172459","content_text":"花旗认为，黄金投资需求占矿产供应比例将升至95%以上，这将支撑金价在高位；高盛表示，持续央行购买和ETF持仓将支撑2026年第二季度金价涨到每盎司3000 美元；摩根大通预计破坏性关税继续助长黄金中期牛市。Citi：看3000将黄金 0-3 个月目标价上调至 3000 美元/盎司，维持 6-12 个月目标价在 3000 美元/盎司不变，并将 2025 年平均价格预测从 2800 美元/盎司上调至 2900 美元/盎司。黄金牛市基于强劲的实物基本面，并将在特朗普2.0时代延续。花旗的黄金定价框架显示，2024 年第四季度投资需求占据了黄金矿产供应的 82%，预计到 2025 年第四季度，黄金投资需求占矿产供应的比例将升至 95% 以上，这将支撑金价维持在历史高位。私人投资需求将在未来几个月通过金条、金币、ETF、OTC 和其他投资增加。由于实际和感知到的增长风险上升（包括贸易战、高利率、美国劳动力市场持续恶化、非美元货币贬值风险以及美国股市下跌风险），黄金作为对冲工具的需求将继续增加。贸易战和地缘政治紧张局势加剧了储备多元化/去美元化趋势，支撑了新兴市场官方部门的黄金需求。预计黄金不会被列入 2025 年第二季度任何一揽子关税计划中（因为黄金是一种金融资产和货币金属/美国金币在技术上是法定货币，因此对法定货币征收关税是不合理的）汇丰：看盘整受温和就业数据提振，黄金价格创下新高；但在反复上涨之后，更高的收益率和强势美元可能导致金价盘整。关税的不确定性为黄金提供了潜在支撑；中国报告了更高的黄金持有量，并推出了针对保险公司的黄金试点购买计划。白银、铂族金属 (PGMs) 走弱，这可能表明贵金属市场超买；工业需求正在放缓。高盛：短期看跌长期依然看涨如果关税不确定性消退且持仓正常化，金价将在短期内适度下跌。而持续的央行购买和随着联邦基金利率下降而逐渐增加的 ETF 持仓将继续支撑高盛到 2026 年第二季度金价达到每盎司 3000 美元的预测。美国政策不确定性对央行和投资者对冲需求的持续提振，可能构成金价上涨至高于 3000 美元/盎司目标的风险。尽管高企的持仓水平降低了当前入场点的吸引力（对于短期投资者而言），但高盛维持对黄金的长期看涨交易建议（对于长期投资者以及寻求对冲美国政策尾部风险的投资者而言）。对美国将对黄金征收 10% 关税的担忧也加大了实物交割价差 (EFP) ——纽约商品交易所 (COMEX) 期货与伦敦现货黄金价格之间的差距——因为关税将使跨市场套利复杂化，并促使交易员将黄金运往美国。如果关税生效，与 EFP 交易相关的 COMEX 空头的大量平仓可能会暂时进一步扩大 EFP，可能达到接近 10% 的水平，然后最终稳定在 0-10% 范围内的某个较低水平，具体取决于伦敦和美国市场的供需动态。JPM：年底目标2950来自股票的看跌情绪可能会在短期内对黄金造成压力，但具有破坏性的关税继续助长黄金的中期牛市，如果目前的关税持续下去，则金价达到摩根大通设定的年底目标 2950 美元/盎司的风险偏向于比目前预期更快。UBS：上调目标价瑞银已将未来 12 个月的黄金预测上调至 3000 美元/盎司。黄金仍然是一种有效的投资组合对冲和多元化工具，在美元平衡型投资组合中配置约 5% 的黄金是最佳选择。与黄金相关的股票（如黄金矿商）可能提供更大的资本收益潜力，但波动性可能更大，在风险规避时期表现类似于股票。黄金及其投资方式（直接或间接）应构成一个多元化投资组合的一部分。","news_type":1,"symbols_score_info":{"GCmain":1.1,"XAUUSD.FOREX":1.1}},"isVote":1,"tweetType":1,"viewCount":3193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":376251846672664,"gmtCreate":1732883377786,"gmtModify":1732884797156,"author":{"id":"4123895024847520","authorId":"4123895024847520","name":"大树獭","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4123895024847520","authorIdStr":"4123895024847520"},"themes":[],"title":"","htmlText":"牛了","listText":"牛了","text":"牛了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376251846672664","repostId":"2487571587","repostType":2,"isVote":1,"tweetType":1,"viewCount":2988,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303959744614560,"gmtCreate":1715229176063,"gmtModify":1715231202565,"author":{"id":"4123895024847520","authorId":"4123895024847520","name":"大树獭","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4123895024847520","authorIdStr":"4123895024847520"},"themes":[],"title":"","htmlText":"看好特斯拉，FSD和储能是核心","listText":"看好特斯拉，FSD和储能是核心","text":"看好特斯拉，FSD和储能是核心","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303959744614560","isVote":1,"tweetType":1,"viewCount":4099,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":302969620242544,"gmtCreate":1715002614829,"gmtModify":1715003450980,"author":{"id":"4123895024847520","authorId":"4123895024847520","name":"大树獭","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4123895024847520","authorIdStr":"4123895024847520"},"themes":[],"title":"","htmlText":"老马的股票别玩杠杆和做空。他有一万种方法让我们瞬间清零。","listText":"老马的股票别玩杠杆和做空。他有一万种方法让我们瞬间清零。","text":"老马的股票别玩杠杆和做空。他有一万种方法让我们瞬间清零。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/302969620242544","repostId":"2433422442","repostType":4,"repost":{"id":"2433422442","kind":"news","pubTimestamp":1714999822,"share":"https://www.laohu8.com/m/news/2433422442?lang=zh_CN&edition=full","pubTime":"2024-05-06 20:50","market":"us","language":"zh","title":"马斯克公开邀请巴菲特：是时候投资特斯拉了！","url":"https://stock-news.laohu8.com/highlight/detail?id=2433422442","media":"智通财经","summary":"智通财经APP获悉，埃隆·马斯克在周一公开邀请亿万富翁投资者沃伦·巴菲特投资特斯拉。马斯克对此表示赞同，并认为这对巴菲特来说是一个“显而易见的举动”。最近，马斯克在社交媒体上表达了遗憾之情，认为巴菲特错过了在特斯拉股价低迷时期进行投资的机会。目前，马斯克正致力于“重组”特斯拉，因为该公司在2024年第一季度遭遇了严重的财务亏损。","content":"<html><head></head><body><p>5月6日，埃隆·马斯克在周一公开邀请亿万富翁投资者沃伦·巴菲特投资<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>。这一邀请是在社交媒体上对一名用户评论的回复中提出的，该用户建议<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦公司的董事长巴菲特出售其在<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司的股份，转而购买特斯拉的股票。马斯克对此表示赞同，并认为这对巴菲特来说是一个“显而易见的举动”。</p><p>据了解，在伯克希尔哈撒韦公司最近的年会上，公司董事长沃伦·巴菲特对公司的未来发展给出了积极的展望。巴菲特预测，2024年公司的营业利润将实现比2023年“适度”的增长，这一预期表明了公司对即将到来的一年持有乐观态度。</p><p>在讨论投资策略时，巴菲特特别提到了特斯拉及其在自动化技术方面的潜力。他认为，如果特斯拉能够通过自动化技术显著降低车祸发生率，这不仅能够减少成本，还能降低产品价格，从而在市场上获得更大的竞争优势。然而，伯克希尔保险业务的副主席阿吉特·贾恩提出了不同的观点，他认为特斯拉在自动化技术方面尚未取得显著成功。</p><p>此外，尽管伯克希尔哈撒韦公司在2024年第一季度减少了对苹果公司的股份，巴菲特仍强调了苹果在公司投资组合中的重要地位。他确认，苹果仍将是伯克希尔持有的最大普通股，这表明了巴菲特对苹果公司的长期价值和市场潜力的持续看好。</p><p>然而，马斯克在社交媒体上的言论中提到，巴菲特应该在特斯拉拥有一席之地，这不仅是一个明智的投资选择，而且是一个明显的投资方向。值得注意的是，巴菲特的公司伯克希尔哈撒韦目前持有中国电动汽车制造商<a href=\"https://laohu8.com/S/002594\">比亚迪</a>的股份，但尚未投资特斯拉。</p><p>此外，马斯克在社交媒体上的互动并不仅限于投资建议。在上周末，他还在回应一篇关于巴菲特强调与家人共度时光重要性的帖子时表示，他非常愿意在生命的最后一天与孩子们一起度过。</p><p>值得一提的是，马斯克此前就曾向巴菲特提出过投资特斯拉的邀请，当时特斯拉的市值仅为现在的0.1%，大约是70亿美元。最近，马斯克在社交媒体上表达了遗憾之情，认为巴菲特错过了在特斯拉股价低迷时期进行投资的机会。</p><p>目前，马斯克正致力于“重组”特斯拉，因为该公司在2024年第一季度遭遇了严重的财务亏损。特斯拉的净利润与去年同期相比下降了55%，从25.1亿美元大幅减少至11.3亿美元。</p><p>在全球电动汽车销售放缓的背景下，特斯拉正面临着一段艰难的时期，而马斯克的这一系列社交媒体活动可能是他试图提振公司形象和吸引潜在投资者的策略之一。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马斯克公开邀请巴菲特：是时候投资特斯拉了！</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克公开邀请巴菲特：是时候投资特斯拉了！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-06 20:50 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1117810.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月6日，埃隆·马斯克在周一公开邀请亿万富翁投资者沃伦·巴菲特投资特斯拉。这一邀请是在社交媒体上对一名用户评论的回复中提出的，该用户建议伯克希尔哈撒韦公司的董事长巴菲特出售其在苹果公司的股份，转而购买特斯拉的股票。马斯克对此表示赞同，并认为这对巴菲特来说是一个“显而易见的举动”。据了解，在伯克希尔哈撒韦公司最近的年会上，公司董事长沃伦·巴菲特对公司的未来发展给出了积极的展望。巴菲特预测，2024年...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1117810.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/072c968b365f388646563804246ec367","relate_stocks":{"BK4592":"伊斯兰概念","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BRK.A":"伯克希尔","LU1861215975.USD":"贝莱德新一代科技基金 A2","BK4574":"无人驾驶","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4551":"寇图资本持仓","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR 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INC","TSLA":"特斯拉"},"source_url":"http://www.zhitongcaijing.com/content/detail/1117810.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2433422442","content_text":"5月6日，埃隆·马斯克在周一公开邀请亿万富翁投资者沃伦·巴菲特投资特斯拉。这一邀请是在社交媒体上对一名用户评论的回复中提出的，该用户建议伯克希尔哈撒韦公司的董事长巴菲特出售其在苹果公司的股份，转而购买特斯拉的股票。马斯克对此表示赞同，并认为这对巴菲特来说是一个“显而易见的举动”。据了解，在伯克希尔哈撒韦公司最近的年会上，公司董事长沃伦·巴菲特对公司的未来发展给出了积极的展望。巴菲特预测，2024年公司的营业利润将实现比2023年“适度”的增长，这一预期表明了公司对即将到来的一年持有乐观态度。在讨论投资策略时，巴菲特特别提到了特斯拉及其在自动化技术方面的潜力。他认为，如果特斯拉能够通过自动化技术显著降低车祸发生率，这不仅能够减少成本，还能降低产品价格，从而在市场上获得更大的竞争优势。然而，伯克希尔保险业务的副主席阿吉特·贾恩提出了不同的观点，他认为特斯拉在自动化技术方面尚未取得显著成功。此外，尽管伯克希尔哈撒韦公司在2024年第一季度减少了对苹果公司的股份，巴菲特仍强调了苹果在公司投资组合中的重要地位。他确认，苹果仍将是伯克希尔持有的最大普通股，这表明了巴菲特对苹果公司的长期价值和市场潜力的持续看好。然而，马斯克在社交媒体上的言论中提到，巴菲特应该在特斯拉拥有一席之地，这不仅是一个明智的投资选择，而且是一个明显的投资方向。值得注意的是，巴菲特的公司伯克希尔哈撒韦目前持有中国电动汽车制造商比亚迪的股份，但尚未投资特斯拉。此外，马斯克在社交媒体上的互动并不仅限于投资建议。在上周末，他还在回应一篇关于巴菲特强调与家人共度时光重要性的帖子时表示，他非常愿意在生命的最后一天与孩子们一起度过。值得一提的是，马斯克此前就曾向巴菲特提出过投资特斯拉的邀请，当时特斯拉的市值仅为现在的0.1%，大约是70亿美元。最近，马斯克在社交媒体上表达了遗憾之情，认为巴菲特错过了在特斯拉股价低迷时期进行投资的机会。目前，马斯克正致力于“重组”特斯拉，因为该公司在2024年第一季度遭遇了严重的财务亏损。特斯拉的净利润与去年同期相比下降了55%，从25.1亿美元大幅减少至11.3亿美元。在全球电动汽车销售放缓的背景下，特斯拉正面临着一段艰难的时期，而马斯克的这一系列社交媒体活动可能是他试图提振公司形象和吸引潜在投资者的策略之一。","news_type":1,"symbols_score_info":{"BRK.A":1,"BRK.B":1,"TSLA":1.1,"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":3781,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":566637373432824,"gmtCreate":1779373519303,"gmtModify":1779373521919,"author":{"id":"4123895024847520","authorId":"4123895024847520","name":"大树獭","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4123895024847520","idStr":"4123895024847520"},"themes":[],"title":"","htmlText":"英伟达做CPU早就不是秘密，高规格的NVL72这2代都是自己的CPU，拓展到其他场景只是时间问题。现在轮到讲完故事的Intel，看看自己手上还有什么牌","listText":"英伟达做CPU早就不是秘密，高规格的NVL72这2代都是自己的CPU，拓展到其他场景只是时间问题。现在轮到讲完故事的Intel，看看自己手上还有什么牌","text":"英伟达做CPU早就不是秘密，高规格的NVL72这2代都是自己的CPU，拓展到其他场景只是时间问题。现在轮到讲完故事的Intel，看看自己手上还有什么牌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/566637373432824","repostId":"2637805033","repostType":2,"repost":{"id":"2637805033","kind":"highlight","pubTimestamp":1779334329,"share":"https://www.laohu8.com/m/news/2637805033?lang=zh_CN&edition=full","pubTime":"2026-05-21 11:32","market":"fut","language":"zh","title":"英伟达宣布切入CPU，AMD、英特尔今夜无眠","url":"https://stock-news.laohu8.com/highlight/detail?id=2637805033","media":"格隆汇","summary":"5月21日，英伟达不再满足于主导全球GPU数据中心市场，该公司表示，如今已将目标瞄准成为全球领先的CPU供应商。首席财务官Colette Kress在周四英伟达Q1财报电话会议上宣布了这一消息，她表示，CPU市场代表着2000亿美元的总潜在市场，而英伟达此前从未涉足这一领域。有市场人士称，市场完全没有预料到英伟达会这么快、这么直接地切入CPU市场。","content":"<html><body><div>\n<p>5月21日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>不再满足于主导全球GPU<span>数据中心</span>市场，该公司表示，如今已将目标瞄准成为全球领先的<span>CPU</span>供应商。首席财务官Colette Kress在周四英伟达Q1财报<span><span>电话</span></span>会议上宣布了这一消息，她表示，CPU市场代表着2000亿美元的总潜在市场，而英伟达此前从未涉足这一领域。公司目前预计今年独立CPU收入将接近200亿美元，所有主要的超大规模厂商和系统制造商都与英伟达合作部署这些芯片。</p><p>有市场人士称，市场完全没有预料到英伟达会这么快、这么直接地切入CPU市场。这对<a href=\"https://laohu8.com/S/AMD\">AMD</a>和<a href=\"https://laohu8.com/S/INTC\">英特尔</a>是直接的竞争格局冲击。周四开盘AMD和英特尔面临的压力，不只是资金轮动，而是竞争格局的真实改变。</p>\n<div>\n<p>美股频道更多独家策划、专家专栏，免费查阅&gt;&gt;</p>\n<div>\r\n            责任编辑：栎树\r\n          </div>\n</div>\n</div></body></html>","source":"jinrongjie_highlight","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英伟达宣布切入CPU，AMD、英特尔今夜无眠</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; 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class=\"title\">\n英伟达宣布切入CPU，AMD、英特尔今夜无眠\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-05-21 11:32 北京时间&nbsp;&nbsp;&nbsp;<a href=https://usstock.jrj.com.cn/2026/05/21113257161640.shtml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月21日，英伟达不再满足于主导全球GPU数据中心市场，该公司表示，如今已将目标瞄准成为全球领先的CPU供应商。首席财务官Colette Kress在周四英伟达Q1财报电话会议上宣布了这一消息，她表示，CPU市场代表着2000亿美元的总潜在市场，而英伟达此前从未涉足这一领域。公司目前预计今年独立CPU收入将接近200亿美元，所有主要的超大规模厂商和系统制造商都与英伟达合作部署这些芯片。有市场人士称...</p>\n\n<a href=\"https://usstock.jrj.com.cn/2026/05/21113257161640.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4592":"伊斯兰概念","GOOG":"谷歌","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4549":"软银资本持仓","AMZN":"亚马逊","BK4548":"巴美列捷福持仓","SNVD.UK":"LS -1X 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SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","HK0000304805.HKD":"PICTET 战略收益基金 P类港元"},"source_url":"https://usstock.jrj.com.cn/2026/05/21113257161640.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2637805033","content_text":"5月21日，英伟达不再满足于主导全球GPU数据中心市场，该公司表示，如今已将目标瞄准成为全球领先的CPU供应商。首席财务官Colette Kress在周四英伟达Q1财报电话会议上宣布了这一消息，她表示，CPU市场代表着2000亿美元的总潜在市场，而英伟达此前从未涉足这一领域。公司目前预计今年独立CPU收入将接近200亿美元，所有主要的超大规模厂商和系统制造商都与英伟达合作部署这些芯片。有市场人士称，市场完全没有预料到英伟达会这么快、这么直接地切入CPU市场。这对AMD和英特尔是直接的竞争格局冲击。周四开盘AMD和英特尔面临的压力，不只是资金轮动，而是竞争格局的真实改变。\n\n美股频道更多独家策划、专家专栏，免费查阅>>\n\r\n            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你配上桌呢"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":571639035771056,"gmtCreate":1780584515809,"gmtModify":1780585440356,"author":{"id":"4123895024847520","authorId":"4123895024847520","name":"大树獭","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4123895024847520","idStr":"4123895024847520"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"0\"></v-v> 涨太多，提前透支了预期估值","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"0\"></v-v> 涨太多，提前透支了预期估值","text":"$英特尔(INTC)$ 涨太多，提前透支了预期估值","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/571639035771056","isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":570604424357184,"gmtCreate":1780312005373,"gmtModify":1780315439334,"author":{"id":"4123895024847520","authorId":"4123895024847520","name":"大树獭","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4123895024847520","idStr":"4123895024847520"},"themes":[],"title":"","htmlText":"英特尔讲了2年的AIPC故事，被老黄实现了[流泪]&nbsp; 。AI需要CPU，巧了，老黄也有CPU。老黄不给活路啊","listText":"英特尔讲了2年的AIPC故事，被老黄实现了[流泪]&nbsp; 。AI需要CPU，巧了，老黄也有CPU。老黄不给活路啊","text":"英特尔讲了2年的AIPC故事，被老黄实现了[流泪] 。AI需要CPU，巧了，老黄也有CPU。老黄不给活路啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/570604424357184","repostId":"1186396845","repostType":2,"repost":{"id":"1186396845","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":1780308233,"share":"https://www.laohu8.com/m/news/1186396845?lang=zh_CN&edition=full","pubTime":"2026-06-01 18:03","market":"us","language":"zh","title":"部分芯片股盘前下挫，英伟达发布了与微软合作打造的全新N1X处理器","url":"https://stock-news.laohu8.com/highlight/detail?id=1186396845","media":"老虎资讯综合","summary":"微软和英伟达将共同再造PC。","content":"<html><head></head><body><p style=\"text-align: left;\">周一，部分芯片股盘前下挫。<a href=\"https://laohu8.com/S/QCOM\">高通</a> 跌超7%， <a href=\"https://laohu8.com/S/INTC\">英特尔</a> 跌超5%， <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a> 跌超4%。<strong>英伟达首席执行官黄仁勋发布了一款与微软合作打造的全新N1X处理器。该处理器将被集成到全新的RTX Spark超级芯片中，并于今年秋季在微软、戴尔、惠普、华硕、联想和微星等品牌的全新Windows PC系列上首次亮相。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b4ffc452740734113fee20744055b1a\" data-align=\"center\" tg-width=\"540\" tg-height=\"159\"/><span></span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/474e3a34bfbc0aa165a15041ea8a324b\" data-align=\"center\" tg-width=\"540\" tg-height=\"156\"/><span></span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e2de5aea663f87854e2455782c615440\" data-align=\"center\" tg-width=\"540\" tg-height=\"162\"/><span></span></p><p style=\"text-align: left;\">黄仁勋表示：“这场计算机的再造，其意义之重大，不亚于当年将电话重塑为我们如今所知的智能手机。”他指出，自主智能体AI将运行在所有这些新电脑上。</p><p style=\"text-align: left;\">他补充道：“<strong>微软和英伟达将共同再造PC。</strong>这是40年来第一款完全重新设计、彻底重塑的PC产品线。”</p><p style=\"text-align: left;\">英伟达的一位发言人表示，公司初步计划包括推出搭载该新芯片的30多款笔记本电脑和10款台式机。</p><p style=\"text-align: left;\">这款首次亮相的PC处理器由英伟达两款旗舰级芯片融合而成，并配备128GB的统一内存。它将英伟达的一款Blackwell架构图形处理器（GPU）与基于Arm架构的全新定制N1X中央处理器（CPU）配对。</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>部分芯片股盘前下挫，英伟达发布了与微软合作打造的全新N1X处理器</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{ 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}\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部分芯片股盘前下挫，英伟达发布了与微软合作打造的全新N1X处理器\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\">2026-06-01 18:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">周一，部分芯片股盘前下挫。<a href=\"https://laohu8.com/S/QCOM\">高通</a> 跌超7%， <a href=\"https://laohu8.com/S/INTC\">英特尔</a> 跌超5%， <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a> 跌超4%。<strong>英伟达首席执行官黄仁勋发布了一款与微软合作打造的全新N1X处理器。该处理器将被集成到全新的RTX Spark超级芯片中，并于今年秋季在微软、戴尔、惠普、华硕、联想和微星等品牌的全新Windows PC系列上首次亮相。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7b4ffc452740734113fee20744055b1a\" data-align=\"center\" tg-width=\"540\" tg-height=\"159\"/><span></span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/474e3a34bfbc0aa165a15041ea8a324b\" data-align=\"center\" tg-width=\"540\" tg-height=\"156\"/><span></span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e2de5aea663f87854e2455782c615440\" data-align=\"center\" tg-width=\"540\" tg-height=\"162\"/><span></span></p><p style=\"text-align: left;\">黄仁勋表示：“这场计算机的再造，其意义之重大，不亚于当年将电话重塑为我们如今所知的智能手机。”他指出，自主智能体AI将运行在所有这些新电脑上。</p><p style=\"text-align: left;\">他补充道：“<strong>微软和英伟达将共同再造PC。</strong>这是40年来第一款完全重新设计、彻底重塑的PC产品线。”</p><p style=\"text-align: left;\">英伟达的一位发言人表示，公司初步计划包括推出搭载该新芯片的30多款笔记本电脑和10款台式机。</p><p style=\"text-align: left;\">这款首次亮相的PC处理器由英伟达两款旗舰级芯片融合而成，并配备128GB的统一内存。它将英伟达的一款Blackwell架构图形处理器（GPU）与基于Arm架构的全新定制N1X中央处理器（CPU）配对。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fd77ef1704720866924f30709908fc0","relate_stocks":{"AMDW":"Roundhill AMD WeeklyPay ETF","INTC":"英特尔","AMUU":"2倍做多AMD ETF-Direxion","AMDD":"1倍做空AMD ETF-Direxion","QCMU":"2倍做多QCOM ETF-Direxion","AMDG":"2倍做多AMD ETF- Leverage Shares","QCMD":"1倍做空QCOM ETF-Direxion","INTW":"2倍做多INTC ETF-GraniteShares","AMYY":"GraniteShares YieldBOOST AMD ETF","AMDY":"AMD期权收益策略ETF-YieldMax","AMDL":"2倍做多AMD ETF-GraniteShares","AMDU":"Defiance Leveraged Long + Income AMD ETF","DAMD":"2倍做空AMD ETF-Defiance","QCOM":"高通","QCML":"2倍做多QCOM ETF-GraniteShares","LINT":"Direxion Daily INTC Bull 2X ETF","AMD":"美国超微公司"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186396845","content_text":"周一，部分芯片股盘前下挫。高通 跌超7%， 英特尔 跌超5%， 美国超微公司 跌超4%。英伟达首席执行官黄仁勋发布了一款与微软合作打造的全新N1X处理器。该处理器将被集成到全新的RTX Spark超级芯片中，并于今年秋季在微软、戴尔、惠普、华硕、联想和微星等品牌的全新Windows PC系列上首次亮相。黄仁勋表示：“这场计算机的再造，其意义之重大，不亚于当年将电话重塑为我们如今所知的智能手机。”他指出，自主智能体AI将运行在所有这些新电脑上。他补充道：“微软和英伟达将共同再造PC。这是40年来第一款完全重新设计、彻底重塑的PC产品线。”英伟达的一位发言人表示，公司初步计划包括推出搭载该新芯片的30多款笔记本电脑和10款台式机。这款首次亮相的PC处理器由英伟达两款旗舰级芯片融合而成，并配备128GB的统一内存。它将英伟达的一款Blackwell架构图形处理器（GPU）与基于Arm架构的全新定制N1X中央处理器（CPU）配对。","news_type":1,"symbols_score_info":{"AMDW":0.6,"INTW":0.6,"LINT":0.6,"AMDD":0.6,"QCMD":0.6,"AMDU":0.6,"AMYY":0.6,"AMDL":0.6,"DAMD":0.6,"INTC":2,"AMUU":0.6,"AMDY":0.6,"AMD":2,"QCMU":0.6,"AMDG":0.6,"QCOM":2,"QCML":0.6}},"isVote":1,"tweetType":1,"viewCount":96,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":570880537958064,"gmtCreate":1780375060393,"gmtModify":1780375719263,"author":{"id":"4123895024847520","authorId":"4123895024847520","name":"大树獭","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4123895024847520","idStr":"4123895024847520"},"themes":[],"title":"","htmlText":"350瓦的低端卡，甚至没有高速互联。这卡扣除软件生态，纯看硬件也是奇葩","listText":"350瓦的低端卡，甚至没有高速互联。这卡扣除软件生态，纯看硬件也是奇葩","text":"350瓦的低端卡，甚至没有高速互联。这卡扣除软件生态，纯看硬件也是奇葩","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/570880537958064","repostId":"1196975152","repostType":2,"repost":{"id":"1196975152","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":1780283098,"share":"https://www.laohu8.com/m/news/1196975152?lang=zh_CN&edition=full","pubTime":"2026-06-01 11:04","market":"us","language":"zh","title":"市场消息：英特尔拟年底前推出新AI芯片，使用更便宜内存与风冷技术","url":"https://stock-news.laohu8.com/highlight/detail?id=1196975152","media":"老虎资讯综合","summary":"6月1日，市场消息：英特尔计划在年底前推出一款人工智能芯片，该芯片将采用比英伟达和AMD竞品更便宜的内存和散热技术。","content":"<html><head></head><body><p style=\"text-align: left;\">6月1日，据英国金融时报报道，英特尔计划在今年年底前推出一款人工智能芯片，该芯片使用的内存和冷却技术比英伟达和AMD的同类产品更便宜。领导英特尔数据中心部门的Kevork Kechichian表示，该公司正“从基础入手”。其新款“Crescent Island”图形处理器旨在加速“推理”任务（即用户提出请求的阶段），而非模型训练——这是英伟达处理器占据主导地位的领域。这是英特尔在首席执行官Lip-Bu Tan领导下首次进军利润丰厚的人工智能基础设施市场。Tan于去年上任，此前Pat Gelsinger因市场担心其扭转战略失败而被罢免。</p><p style=\"text-align: left;\">受此消息提振，英特尔美股夜盘短线拉升涨超3%，此前一度跌超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79d3418234dc55e255a08a3b2ef7def9\" tg-width=\"828\" tg-height=\"726\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>市场消息：英特尔拟年底前推出新AI芯片，使用更便宜内存与风冷技术</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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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\">2026-06-01 11:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">6月1日，据英国金融时报报道，英特尔计划在今年年底前推出一款人工智能芯片，该芯片使用的内存和冷却技术比英伟达和AMD的同类产品更便宜。领导英特尔数据中心部门的Kevork Kechichian表示，该公司正“从基础入手”。其新款“Crescent Island”图形处理器旨在加速“推理”任务（即用户提出请求的阶段），而非模型训练——这是英伟达处理器占据主导地位的领域。这是英特尔在首席执行官Lip-Bu Tan领导下首次进军利润丰厚的人工智能基础设施市场。Tan于去年上任，此前Pat Gelsinger因市场担心其扭转战略失败而被罢免。</p><p style=\"text-align: left;\">受此消息提振，英特尔美股夜盘短线拉升涨超3%，此前一度跌超2%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/79d3418234dc55e255a08a3b2ef7def9\" tg-width=\"828\" tg-height=\"726\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"LINT":"Direxion Daily INTC Bull 2X ETF","INTC":"英特尔","INTW":"2倍做多INTC ETF-GraniteShares"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196975152","content_text":"6月1日，据英国金融时报报道，英特尔计划在今年年底前推出一款人工智能芯片，该芯片使用的内存和冷却技术比英伟达和AMD的同类产品更便宜。领导英特尔数据中心部门的Kevork Kechichian表示，该公司正“从基础入手”。其新款“Crescent Island”图形处理器旨在加速“推理”任务（即用户提出请求的阶段），而非模型训练——这是英伟达处理器占据主导地位的领域。这是英特尔在首席执行官Lip-Bu Tan领导下首次进军利润丰厚的人工智能基础设施市场。Tan于去年上任，此前Pat Gelsinger因市场担心其扭转战略失败而被罢免。受此消息提振，英特尔美股夜盘短线拉升涨超3%，此前一度跌超2%。","news_type":1,"symbols_score_info":{"INTW":0.6,"LINT":0.6,"INTC":2}},"isVote":1,"tweetType":1,"viewCount":78,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":422982274605152,"gmtCreate":1744294466043,"gmtModify":1744294468170,"author":{"id":"4123895024847520","authorId":"4123895024847520","name":"大树獭","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4123895024847520","idStr":"4123895024847520"},"themes":[],"title":"","htmlText":"感觉他就是在玩内幕交易","listText":"感觉他就是在玩内幕交易","text":"感觉他就是在玩内幕交易","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/422982274605152","isVote":1,"tweetType":1,"viewCount":2121,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561107233592872,"gmtCreate":1778020783798,"gmtModify":1778020786109,"author":{"id":"4123895024847520","authorId":"4123895024847520","name":"大树獭","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4123895024847520","idStr":"4123895024847520"},"themes":[],"title":"","htmlText":"离谱的是市场信了，而且目前成交大部分是散户","listText":"离谱的是市场信了，而且目前成交大部分是散户","text":"离谱的是市场信了，而且目前成交大部分是散户","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561107233592872","repostId":"1162100728","repostType":2,"repost":{"id":"1162100728","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":1777949477,"share":"https://www.laohu8.com/m/news/1162100728?lang=zh_CN&edition=full","pubTime":"2026-05-05 10:51","market":"us","language":"zh","title":"市场消息：苹果考虑与英特尔和三星合作，为其设备制造处理器","url":"https://stock-news.laohu8.com/highlight/detail?id=1162100728","media":"老虎资讯综合","summary":"这两项努力迄今都还没有产生任何订单。","content":"<html><head></head><body><p>据知情人士透露，<strong><a href=\"https://laohu8.com/S/AAPL\">苹果</a> 已与 <a href=\"https://laohu8.com/S/INTC\">英特尔</a> 就使用该公司的芯片代工服务进行了初步洽谈。同时，苹果的高管也曾到访三星在得克萨斯州建设的一家先进芯片工厂。</strong></p><p>上述知情人士表示，这两项努力迄今都还没有产生任何订单，与这两家供应商的合作也仍处于非常初期的阶段。知情人士还补充说，苹果对于使用台积电以外的技术有所顾虑，最终可能不会真的跟其他伙伴合作。</p><p>苹果、英特尔、三星和台积电的发言人均未置评。</p><p>英特尔夜盘股价直线拉升。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9e054ed57ffc97046e933bbe9f9e0e4\" title=\"\" tg-width=\"1263\" tg-height=\"507\"/></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：苹果考虑与英特尔和三星合作，为其设备制造处理器</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市场消息：苹果考虑与英特尔和三星合作，为其设备制造处理器\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\">2026-05-05 10:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据知情人士透露，<strong><a href=\"https://laohu8.com/S/AAPL\">苹果</a> 已与 <a href=\"https://laohu8.com/S/INTC\">英特尔</a> 就使用该公司的芯片代工服务进行了初步洽谈。同时，苹果的高管也曾到访三星在得克萨斯州建设的一家先进芯片工厂。</strong></p><p>上述知情人士表示，这两项努力迄今都还没有产生任何订单，与这两家供应商的合作也仍处于非常初期的阶段。知情人士还补充说，苹果对于使用台积电以外的技术有所顾虑，最终可能不会真的跟其他伙伴合作。</p><p>苹果、英特尔、三星和台积电的发言人均未置评。</p><p>英特尔夜盘股价直线拉升。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e9e054ed57ffc97046e933bbe9f9e0e4\" title=\"\" tg-width=\"1263\" tg-height=\"507\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ac7bff942c84072aabf4005bf3f23b8c","relate_stocks":{"AAPY":"AAPL收益溢价策略ETF-Kurv","LINT":"Direxion Daily INTC Bull 2X ETF","AAPD":"1倍做空AAPL ETF-Direxion","AAPW":"AAPL周配息ETF-Roundhill","INTC":"英特尔","AAPL":"苹果","INTW":"2倍做多INTC ETF-GraniteShares","APLY":"AAPL期权收益策略ETF-YieldMax","AAPX":"2倍做多Apple ETF-T-Rex","AAPB":"2倍做多AAPL ETF-GraniteShares","AAPU":"2倍做多AAPL ETF-Direxion"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162100728","content_text":"据知情人士透露，苹果 已与 英特尔 就使用该公司的芯片代工服务进行了初步洽谈。同时，苹果的高管也曾到访三星在得克萨斯州建设的一家先进芯片工厂。上述知情人士表示，这两项努力迄今都还没有产生任何订单，与这两家供应商的合作也仍处于非常初期的阶段。知情人士还补充说，苹果对于使用台积电以外的技术有所顾虑，最终可能不会真的跟其他伙伴合作。苹果、英特尔、三星和台积电的发言人均未置评。英特尔夜盘股价直线拉升。","news_type":1,"symbols_score_info":{"AAPY":0.6,"LINT":0.6,"AAPL":2,"INTW":0.6,"APLY":0.6,"AAPU":0.6,"AAPB":0.6,"AAPX":0.6,"AAPD":0.6,"AAPW":0.6,"INTC":2}},"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":561106537924456,"gmtCreate":1778020676566,"gmtModify":1778020679033,"author":{"id":"4123895024847520","authorId":"4123895024847520","name":"大树獭","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4123895024847520","idStr":"4123895024847520"},"themes":[],"title":"","htmlText":"老郭的分析非常理性，目前大部分利好都是可能性，甚至可能性都算不上。但很可惜，市场并不理性","listText":"老郭的分析非常理性，目前大部分利好都是可能性，甚至可能性都算不上。但很可惜，市场并不理性","text":"老郭的分析非常理性，目前大部分利好都是可能性，甚至可能性都算不上。但很可惜，市场并不理性","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/561106537924456","repostId":"2632938550","repostType":2,"repost":{"id":"2632938550","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1777872038,"share":"https://www.laohu8.com/m/news/2632938550?lang=zh_CN&edition=full","pubTime":"2026-05-04 13:20","market":"us","language":"zh","title":"谷歌新TPU订单会流向英特尔吗？郭明𫓹：谷歌连联发科的利润也想省，台积电良率优势显著","url":"https://stock-news.laohu8.com/highlight/detail?id=2632938550","media":"华尔街见闻","summary":"郭明𫓹指出，英特尔EMIB-T先进封装当前验证良率约90%，但距量产所需98%仍有明显差距，成为关键风险点。与此同时，谷歌为压缩AI芯片成本、对标英伟达，正尝试绕开联发科并直接向台积电采购晶圆，推动供应链重构。台积电则在产能分配与合作路径上谨慎平衡多方利益。整体来看，封装良率与成本控制正共同决定谷歌AI芯片战略成败。","content":"<html><body><p><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>下一代TPU芯片的封装技术路线正面临关键考验。<a href=\"https://laohu8.com/S/INTC\">英特尔</a>为<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>2027年下半年新款TPU（代号Humufish）提供的EMIB-T封装技术，目前技术验证良率已达90%，但距离量产所需标准仍有差距，而谷歌为压缩成本、正面迎战<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>所展现出的强硬采购姿态，正在重塑整条供应链的利益格局。</p>\n<p>知名<a href=\"https://laohu8.com/S/AAPL\">苹果</a>及科技供应链分析师郭明𫓹最新披露，EMIB-T当前90%的技术验证良率属于积极但合理的数据点，然而英特尔的量产良率基准参照的是FCBGA工艺，后者行业普遍水平已在98%以上。从90%提升至98%的难度，远超从零起步至90%的阶段，加之Humufish部分规格尚未最终确定，近至中期内量产良率能否达标仍存在不确定性。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/141737cc-27ce-4c63-8009-c6dc12be804a.png\"/></p>\n<p>与此同时，谷歌已悄然向<a href=\"https://laohu8.com/S/TSM\">台积电</a>询价，探讨能否绕开<a href=\"https://laohu8.com/S/002394\">联发</a>科、直接下单Humufish主计算芯片的晶圆订单，以削减中间环节的加价成本。这一动作释放出明确信号：谷歌正从过去的宽松买家转变为精打细算的成本控制者，其逻辑在于，要在AI加速芯片市场正面挑战英伟达，成本优势是谷歌的核心武器，而EMIB-T的量产良率因此直接关系到谷歌的竞争力。</p>\n<h2>良率瓶颈：从90%到98%是最难的一跳</h2>\n<p>郭明𫓹指出，EMIB-T目前90%的技术验证良率，对于一项仍处于开发阶段的技术而言，是一个积极的里程碑。英特尔在EMIB量产方面拥有一定的历史积累，这使得这一数字具备可信度。</p>\n<p>然而，技术验证良率与最终量产良率之间存在本质差异。英特尔衡量封装良率的参照基准是FCBGA，而当前行业FCBGA良率普遍高于98%。郭明𫓹强调，从90%跨越至98%，难度远大于从项目启动阶段爬升至90%，尤其是在Humufish部分规格尚未定稿的情况下，良率的最终走向存在更多变量。</p>\n<p>作为参照，台积电2026年5.5倍光罩尺寸CoWoS封装的良率目标同样从98%起步，这意味着谷歌对EMIB-T的良率预期并无妥协空间。郭明𫓹表示，长期而言他对英特尔先进封装的发展方向持正面看法，但近至中期内对其能否顺利达到量产标准保持审慎态度。</p>\n<h2>谷歌转向强硬：成本压力倒逼供应链重构</h2>\n<p>谷歌近期向台积电发出询问，探讨是否可以直接为Humufish主计算芯片（由谷歌内部自主设计）下达晶圆订单，而非沿用此前通过联发科中转的模式。</p>\n<p>郭明𫓹分析，谷歌与联发科自第一代TPU（8t）起便采用半COT（客户自有工具）模式合作。联发科的利润加成主要集中在其自主设计的部分，因此谷歌是否直接下单主计算芯片的晶圆，对联发科整体盈利轨迹的影响并非关键变量。</p>\n<p>但谷歌主动探询能否压缩晶圆订单的转手加价，本身已传递出重要信息：谷歌的采购策略已发生根本性转变。驱动这一转变的逻辑直接明了——要在AI芯片市场正面对抗英伟达，成本是谷歌最重要的竞争筹码，这也使得EMIB-T的量产良率从供应链技术问题，升级为谷歌必须亲自解决的战略问题。</p>\n<h2>台积电的两难：前端产能分配悬而未决</h2>\n<p>台积电目前仍在评估2027年下半年为Humufish分配多少先进制程产能，背后存在两重考量。</p>\n<p>其一，台积电仍希望争取Humufish的后端封装订单，但目前来看可能性不大——而这正是谷歌有意为之的布局结果。其二，台积电需要先摸清EMIB-T的实际后端产出能力，才能避免将稀缺的先进制程产能错配至无法充分消化的环节。</p>\n<p>郭明𫓹指出，Humufish的有效后端产出同时取决于EMIB-T封装和基板两个环节，两者需要联动追踪，任何一环的瓶颈都将影响整体出货节奏。</p>\n<p>在半COT模式下，台积电同样倾向于由联发科继续承接主计算芯片的晶圆订单。除双方长期紧密的合作关系外，更关键的商业逻辑在于：联发科是台积电2025年先进制程的第三大客户。一旦TPU订单发生转移，联发科的规模体量使其成为台积电重新平衡晶圆产能分配结构的天然缓冲器。这意味着，台积电在这场供应链博弈中，有其自身维护现有秩序的内在动力。</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>谷歌新TPU订单会流向英特尔吗？郭明𫓹：谷歌连联发科的利润也想省，台积电良率优势显著</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谷歌新TPU订单会流向英特尔吗？郭明𫓹：谷歌连联发科的利润也想省，台积电良率优势显著\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-05-04 13:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>下一代TPU芯片的封装技术路线正面临关键考验。<a href=\"https://laohu8.com/S/INTC\">英特尔</a>为<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>2027年下半年新款TPU（代号Humufish）提供的EMIB-T封装技术，目前技术验证良率已达90%，但距离量产所需标准仍有差距，而谷歌为压缩成本、正面迎战<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>所展现出的强硬采购姿态，正在重塑整条供应链的利益格局。</p>\n<p>知名<a href=\"https://laohu8.com/S/AAPL\">苹果</a>及科技供应链分析师郭明𫓹最新披露，EMIB-T当前90%的技术验证良率属于积极但合理的数据点，然而英特尔的量产良率基准参照的是FCBGA工艺，后者行业普遍水平已在98%以上。从90%提升至98%的难度，远超从零起步至90%的阶段，加之Humufish部分规格尚未最终确定，近至中期内量产良率能否达标仍存在不确定性。</p>\n<p><img src=\"https://wpimg-wscn.awtmt.com/141737cc-27ce-4c63-8009-c6dc12be804a.png\"/></p>\n<p>与此同时，谷歌已悄然向<a href=\"https://laohu8.com/S/TSM\">台积电</a>询价，探讨能否绕开<a href=\"https://laohu8.com/S/002394\">联发</a>科、直接下单Humufish主计算芯片的晶圆订单，以削减中间环节的加价成本。这一动作释放出明确信号：谷歌正从过去的宽松买家转变为精打细算的成本控制者，其逻辑在于，要在AI加速芯片市场正面挑战英伟达，成本优势是谷歌的核心武器，而EMIB-T的量产良率因此直接关系到谷歌的竞争力。</p>\n<h2>良率瓶颈：从90%到98%是最难的一跳</h2>\n<p>郭明𫓹指出，EMIB-T目前90%的技术验证良率，对于一项仍处于开发阶段的技术而言，是一个积极的里程碑。英特尔在EMIB量产方面拥有一定的历史积累，这使得这一数字具备可信度。</p>\n<p>然而，技术验证良率与最终量产良率之间存在本质差异。英特尔衡量封装良率的参照基准是FCBGA，而当前行业FCBGA良率普遍高于98%。郭明𫓹强调，从90%跨越至98%，难度远大于从项目启动阶段爬升至90%，尤其是在Humufish部分规格尚未定稿的情况下，良率的最终走向存在更多变量。</p>\n<p>作为参照，台积电2026年5.5倍光罩尺寸CoWoS封装的良率目标同样从98%起步，这意味着谷歌对EMIB-T的良率预期并无妥协空间。郭明𫓹表示，长期而言他对英特尔先进封装的发展方向持正面看法，但近至中期内对其能否顺利达到量产标准保持审慎态度。</p>\n<h2>谷歌转向强硬：成本压力倒逼供应链重构</h2>\n<p>谷歌近期向台积电发出询问，探讨是否可以直接为Humufish主计算芯片（由谷歌内部自主设计）下达晶圆订单，而非沿用此前通过联发科中转的模式。</p>\n<p>郭明𫓹分析，谷歌与联发科自第一代TPU（8t）起便采用半COT（客户自有工具）模式合作。联发科的利润加成主要集中在其自主设计的部分，因此谷歌是否直接下单主计算芯片的晶圆，对联发科整体盈利轨迹的影响并非关键变量。</p>\n<p>但谷歌主动探询能否压缩晶圆订单的转手加价，本身已传递出重要信息：谷歌的采购策略已发生根本性转变。驱动这一转变的逻辑直接明了——要在AI芯片市场正面对抗英伟达，成本是谷歌最重要的竞争筹码，这也使得EMIB-T的量产良率从供应链技术问题，升级为谷歌必须亲自解决的战略问题。</p>\n<h2>台积电的两难：前端产能分配悬而未决</h2>\n<p>台积电目前仍在评估2027年下半年为Humufish分配多少先进制程产能，背后存在两重考量。</p>\n<p>其一，台积电仍希望争取Humufish的后端封装订单，但目前来看可能性不大——而这正是谷歌有意为之的布局结果。其二，台积电需要先摸清EMIB-T的实际后端产出能力，才能避免将稀缺的先进制程产能错配至无法充分消化的环节。</p>\n<p>郭明𫓹指出，Humufish的有效后端产出同时取决于EMIB-T封装和基板两个环节，两者需要联动追踪，任何一环的瓶颈都将影响整体出货节奏。</p>\n<p>在半COT模式下，台积电同样倾向于由联发科继续承接主计算芯片的晶圆订单。除双方长期紧密的合作关系外，更关键的商业逻辑在于：联发科是台积电2025年先进制程的第三大客户。一旦TPU订单发生转移，联发科的规模体量使其成为台积电重新平衡晶圆产能分配结构的天然缓冲器。这意味着，台积电在这场供应链博弈中，有其自身维护现有秩序的内在动力。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0267386448.USD":"FIDELITY 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ACC"},"source_url":"https://wallstreetcn.com/articles/3771528","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2632938550","content_text":"谷歌下一代TPU芯片的封装技术路线正面临关键考验。英特尔为谷歌2027年下半年新款TPU（代号Humufish）提供的EMIB-T封装技术，目前技术验证良率已达90%，但距离量产所需标准仍有差距，而谷歌为压缩成本、正面迎战英伟达所展现出的强硬采购姿态，正在重塑整条供应链的利益格局。\n知名苹果及科技供应链分析师郭明𫓹最新披露，EMIB-T当前90%的技术验证良率属于积极但合理的数据点，然而英特尔的量产良率基准参照的是FCBGA工艺，后者行业普遍水平已在98%以上。从90%提升至98%的难度，远超从零起步至90%的阶段，加之Humufish部分规格尚未最终确定，近至中期内量产良率能否达标仍存在不确定性。\n\n与此同时，谷歌已悄然向台积电询价，探讨能否绕开联发科、直接下单Humufish主计算芯片的晶圆订单，以削减中间环节的加价成本。这一动作释放出明确信号：谷歌正从过去的宽松买家转变为精打细算的成本控制者，其逻辑在于，要在AI加速芯片市场正面挑战英伟达，成本优势是谷歌的核心武器，而EMIB-T的量产良率因此直接关系到谷歌的竞争力。\n良率瓶颈：从90%到98%是最难的一跳\n郭明𫓹指出，EMIB-T目前90%的技术验证良率，对于一项仍处于开发阶段的技术而言，是一个积极的里程碑。英特尔在EMIB量产方面拥有一定的历史积累，这使得这一数字具备可信度。\n然而，技术验证良率与最终量产良率之间存在本质差异。英特尔衡量封装良率的参照基准是FCBGA，而当前行业FCBGA良率普遍高于98%。郭明𫓹强调，从90%跨越至98%，难度远大于从项目启动阶段爬升至90%，尤其是在Humufish部分规格尚未定稿的情况下，良率的最终走向存在更多变量。\n作为参照，台积电2026年5.5倍光罩尺寸CoWoS封装的良率目标同样从98%起步，这意味着谷歌对EMIB-T的良率预期并无妥协空间。郭明𫓹表示，长期而言他对英特尔先进封装的发展方向持正面看法，但近至中期内对其能否顺利达到量产标准保持审慎态度。\n谷歌转向强硬：成本压力倒逼供应链重构\n谷歌近期向台积电发出询问，探讨是否可以直接为Humufish主计算芯片（由谷歌内部自主设计）下达晶圆订单，而非沿用此前通过联发科中转的模式。\n郭明𫓹分析，谷歌与联发科自第一代TPU（8t）起便采用半COT（客户自有工具）模式合作。联发科的利润加成主要集中在其自主设计的部分，因此谷歌是否直接下单主计算芯片的晶圆，对联发科整体盈利轨迹的影响并非关键变量。\n但谷歌主动探询能否压缩晶圆订单的转手加价，本身已传递出重要信息：谷歌的采购策略已发生根本性转变。驱动这一转变的逻辑直接明了——要在AI芯片市场正面对抗英伟达，成本是谷歌最重要的竞争筹码，这也使得EMIB-T的量产良率从供应链技术问题，升级为谷歌必须亲自解决的战略问题。\n台积电的两难：前端产能分配悬而未决\n台积电目前仍在评估2027年下半年为Humufish分配多少先进制程产能，背后存在两重考量。\n其一，台积电仍希望争取Humufish的后端封装订单，但目前来看可能性不大——而这正是谷歌有意为之的布局结果。其二，台积电需要先摸清EMIB-T的实际后端产出能力，才能避免将稀缺的先进制程产能错配至无法充分消化的环节。\n郭明𫓹指出，Humufish的有效后端产出同时取决于EMIB-T封装和基板两个环节，两者需要联动追踪，任何一环的瓶颈都将影响整体出货节奏。\n在半COT模式下，台积电同样倾向于由联发科继续承接主计算芯片的晶圆订单。除双方长期紧密的合作关系外，更关键的商业逻辑在于：联发科是台积电2025年先进制程的第三大客户。一旦TPU订单发生转移，联发科的规模体量使其成为台积电重新平衡晶圆产能分配结构的天然缓冲器。这意味着，台积电在这场供应链博弈中，有其自身维护现有秩序的内在动力。","news_type":1,"symbols_score_info":{"04335":1.93,"TSMG":0.6,"MSFT":0.6,"STSM":0.6,"INTC":1.93,"TSLA":0.6,"AMZN":0.6,"TSMX":0.6,"META":0.6,"USJW.SI":0.6,"GOOY":0.6,"INTW":0.6,"LINT":0.6,"GOOGL":1.96,"TSMY":0.6,"GGLL":0.6,"GOOP":0.6,"NVDA":1.85,"03145":0.6,"TSMZ":0.6,"TSM":1.91,"GOOX":0.6,"GOOW":0.6,"AAPL":0.6,"GGLS":0.6,"GOU":0.6,"TSMU":0.6}},"isVote":1,"tweetType":1,"viewCount":237,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":376251846672664,"gmtCreate":1732883377786,"gmtModify":1732884797156,"author":{"id":"4123895024847520","authorId":"4123895024847520","name":"大树獭","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4123895024847520","idStr":"4123895024847520"},"themes":[],"title":"","htmlText":"牛了","listText":"牛了","text":"牛了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/376251846672664","repostId":"2487571587","repostType":2,"isVote":1,"tweetType":1,"viewCount":2988,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":403531547615632,"gmtCreate":1739543372761,"gmtModify":1739544768351,"author":{"id":"4123895024847520","authorId":"4123895024847520","name":"大树獭","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4123895024847520","idStr":"4123895024847520"},"themes":[],"title":"","htmlText":"往往媒体都开始唱多的时候，就要谨慎了","listText":"往往媒体都开始唱多的时候，就要谨慎了","text":"往往媒体都开始唱多的时候，就要谨慎了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/403531547615632","repostId":"1158172459","repostType":2,"repost":{"id":"1158172459","kind":"news","pubTimestamp":1739187187,"share":"https://www.laohu8.com/m/news/1158172459?lang=zh_CN&edition=full","pubTime":"2025-02-10 19:33","market":"fut","language":"zh","title":"牛市继续！华尔街用力唱多黄金破3000","url":"https://stock-news.laohu8.com/highlight/detail?id=1158172459","media":"智堡Mikko","summary":"花旗认为，黄金投资需求占矿产供应比例将升至95%以上，这将支撑金价在高位；高盛表示，持续央行购买和ETF持仓将支撑2026年第二季度金价涨到每盎司3000 美元；摩根大通预计破坏性关税继续助长黄金中期牛市。而持续的央行购买和随着联邦基金利率下降而逐渐增加的 ETF 持仓将继续支撑高盛到 2026 年第二季度金价达到每盎司 3000 美元的预测。美国政策不确定性对央行和投资者对冲需求的持续提振，可能构成金价上涨至高于 3000 美元/盎司目标的风险。","content":"<html><head></head><body><blockquote><p>花旗认为，黄金投资需求占矿产供应比例将升至95%以上，这将支撑金价在高位；高盛表示，持续央行购买和ETF持仓将支撑2026年第二季度金价涨到每盎司3000 美元；摩根大通预计破坏性关税继续助长黄金中期牛市。</p></blockquote><h2 id=\"id_3085005428\">Citi：看3000</h2><p style=\"text-align: justify;\"><strong>将黄金 0-3 个月目标价上调至 3000 美元/盎司，维持 6-12 个月目标价在 3000 美元/盎司不变，</strong>并将 2025 年平均价格预测从 2800 美元/盎司上调至 2900 美元/盎司。</p><p style=\"text-align: justify;\">黄金牛市基于强劲的实物基本面，并将在特朗普2.0时代延续。花旗的黄金定价框架显示，2024 年第四季度投资需求占据了黄金矿产供应的 82%，预计到 2025 年第四季度，黄金投资需求占矿产供应的比例将升至 95% 以上，这将支撑金价维持在历史高位。私人投资需求将在未来几个月通过金条、金币、ETF、OTC 和其他投资增加。</p><p style=\"text-align: justify;\">由于实际和感知到的增长风险上升（包括贸易战、高利率、美国劳动力市场持续恶化、非美元货币贬值风险以及美国股市下跌风险），黄金作为对冲工具的需求将继续增加。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/96be657209f5cba7e0af3c5ae5b29161\" tg-width=\"1080\" tg-height=\"869\"/></p><p style=\"text-align: justify;\">贸易战和地缘政治紧张局势加剧了储备多元化/去美元化趋势，支撑了新兴市场官方部门的黄金需求。预计黄金不会被列入 2025 年第二季度任何一揽子关税计划中（因为黄金是一种金融资产和货币金属/美国金币在技术上是法定货币，因此对法定货币征收关税是不合理的）</p><h2 id=\"id_1669358958\">汇丰：看盘整</h2><p style=\"text-align: justify;\">受温和就业数据提振，黄金价格创下新高；但在反复上涨之后，<strong>更高的收益率和强势美元可能导致金价盘整。</strong></p><p style=\"text-align: justify;\"><strong>关税的不确定性为黄金提供了潜在支撑；</strong>中国报告了更高的黄金持有量，并推出了针对保险公司的黄金试点购买计划。</p><p style=\"text-align: justify;\">白银、铂族金属 (PGMs) 走弱，这可能表明贵金属市场超买；工业需求正在放缓。</p><h2 id=\"id_107262372\">高盛：短期看跌长期依然看涨</h2><p style=\"text-align: justify;\">如果关税不确定性消退且持仓正常化，<strong>金价将在短期内适度下跌。</strong>而持续的央行购买和随着联邦基金利率下降而逐渐增加的 ETF 持仓将继续支撑高盛<strong>到 2026 年第二季度金价达到每盎司 3000 美元的预测。</strong></p><p style=\"text-align: justify;\"><strong>美国政策不确定性对央行和投资者对冲需求的持续提振</strong>，可能构成金价上涨至高于 3000 美元/盎司目标的风险。</p><p style=\"text-align: justify;\">尽管高企的持仓水平降低了<strong>当前入场点的吸引力（对于短期投资者而言）</strong>，但高盛维持对黄金的长期看涨交易建议（对于长期投资者以及寻求对冲美国政策尾部风险的投资者而言）。</p><p style=\"text-align: justify;\">对美国将对黄金征收 10% 关税的担忧也加大了实物交割价差 (EFP) ——纽约商品交易所 (COMEX) 期货与伦敦现货黄金价格之间的差距——因为关税将使跨市场套利复杂化，<strong>并促使交易员将黄金运往美国。</strong></p><p style=\"text-align: justify;\">如果关税生效，与 EFP 交易相关的 COMEX 空头的大量平仓可能会暂时进一步扩大 EFP，可能达到接近 10% 的水平，然后最终稳定在 0-10% 范围内的某个较低水平，具体取决于伦敦和美国市场的供需动态。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3e3004a498e3b4f380c1a4b81727dc9d\" tg-width=\"1080\" tg-height=\"569\"/></p><h2 id=\"id_455084285\">JPM：年底目标2950</h2><p style=\"text-align: justify;\">来自股票的看跌情绪可能会在短期内对黄金造成压力，<strong>但具有破坏性的关税继续助长黄金的中期牛市</strong>，如果目前的关税持续下去，则金价达到摩根大通设定的<strong>年底目标 2950 美元/盎司</strong>的风险偏向于比目前预期更快。</p><h2 id=\"id_3890736116\">UBS：上调目标价</h2><p style=\"text-align: justify;\">瑞银已将未来 12 个月的黄金预测上调至 3000 美元/盎司。</p><p style=\"text-align: justify;\">黄金仍然是一种有效的投资组合对冲和多元化工具，<strong>在美元平衡型投资组合中配置约 5% 的黄金是最佳选择。</strong></p><p style=\"text-align: justify;\">与黄金相关的股票（如黄金矿商）可能提供更大的资本收益潜力，但波动性可能更大，在风险规避时期表现类似于股票。<strong>黄金及其投资方式（直接或间接）应构成一个多元化投资组合的一部分。</strong></p></body></html>","source":"lsy1739187195757","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>牛市继续！华尔街用力唱多黄金破3000</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n牛市继续！华尔街用力唱多黄金破3000\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-10 19:33 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s?__biz=MzU3MjY1MzM5Nw==&mid=2247491835&idx=1&sn=fdf8882be1fe9769cc9c9c90bd44ffb9&chksm=fd3a6e31c2cf8f47d5f0a02d72ffddeb152ceff2fc43ec2260b02b7bb18862eb6e0a6795ae8e&mpshare=1&scene=23&srcid=0210GvnsDDzxzkkHlqxVYCK0&sharer_shareinfo=418fd689202a5ce9698c0ba4558d6540&sharer_shareinfo_first=418fd689202a5ce9698c0ba4558d6540&poc_token=HOnjqWej7BZvmp-1-oL1Pvt5ii13ucO76W8D6AYM><strong>智堡Mikko</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>花旗认为，黄金投资需求占矿产供应比例将升至95%以上，这将支撑金价在高位；高盛表示，持续央行购买和ETF持仓将支撑2026年第二季度金价涨到每盎司3000 美元；摩根大通预计破坏性关税继续助长黄金中期牛市。Citi：看3000将黄金 0-3 个月目标价上调至 3000 美元/盎司，维持 6-12 个月目标价在 3000 美元/盎司不变，并将 2025 年平均价格预测从 2800 美元/盎司上调至 ...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MzU3MjY1MzM5Nw==&mid=2247491835&idx=1&sn=fdf8882be1fe9769cc9c9c90bd44ffb9&chksm=fd3a6e31c2cf8f47d5f0a02d72ffddeb152ceff2fc43ec2260b02b7bb18862eb6e0a6795ae8e&mpshare=1&scene=23&srcid=0210GvnsDDzxzkkHlqxVYCK0&sharer_shareinfo=418fd689202a5ce9698c0ba4558d6540&sharer_shareinfo_first=418fd689202a5ce9698c0ba4558d6540&poc_token=HOnjqWej7BZvmp-1-oL1Pvt5ii13ucO76W8D6AYM\">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/4be30a3c11bd91e9d1f864c6a098fab1","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s?__biz=MzU3MjY1MzM5Nw==&mid=2247491835&idx=1&sn=fdf8882be1fe9769cc9c9c90bd44ffb9&chksm=fd3a6e31c2cf8f47d5f0a02d72ffddeb152ceff2fc43ec2260b02b7bb18862eb6e0a6795ae8e&mpshare=1&scene=23&srcid=0210GvnsDDzxzkkHlqxVYCK0&sharer_shareinfo=418fd689202a5ce9698c0ba4558d6540&sharer_shareinfo_first=418fd689202a5ce9698c0ba4558d6540&poc_token=HOnjqWej7BZvmp-1-oL1Pvt5ii13ucO76W8D6AYM","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158172459","content_text":"花旗认为，黄金投资需求占矿产供应比例将升至95%以上，这将支撑金价在高位；高盛表示，持续央行购买和ETF持仓将支撑2026年第二季度金价涨到每盎司3000 美元；摩根大通预计破坏性关税继续助长黄金中期牛市。Citi：看3000将黄金 0-3 个月目标价上调至 3000 美元/盎司，维持 6-12 个月目标价在 3000 美元/盎司不变，并将 2025 年平均价格预测从 2800 美元/盎司上调至 2900 美元/盎司。黄金牛市基于强劲的实物基本面，并将在特朗普2.0时代延续。花旗的黄金定价框架显示，2024 年第四季度投资需求占据了黄金矿产供应的 82%，预计到 2025 年第四季度，黄金投资需求占矿产供应的比例将升至 95% 以上，这将支撑金价维持在历史高位。私人投资需求将在未来几个月通过金条、金币、ETF、OTC 和其他投资增加。由于实际和感知到的增长风险上升（包括贸易战、高利率、美国劳动力市场持续恶化、非美元货币贬值风险以及美国股市下跌风险），黄金作为对冲工具的需求将继续增加。贸易战和地缘政治紧张局势加剧了储备多元化/去美元化趋势，支撑了新兴市场官方部门的黄金需求。预计黄金不会被列入 2025 年第二季度任何一揽子关税计划中（因为黄金是一种金融资产和货币金属/美国金币在技术上是法定货币，因此对法定货币征收关税是不合理的）汇丰：看盘整受温和就业数据提振，黄金价格创下新高；但在反复上涨之后，更高的收益率和强势美元可能导致金价盘整。关税的不确定性为黄金提供了潜在支撑；中国报告了更高的黄金持有量，并推出了针对保险公司的黄金试点购买计划。白银、铂族金属 (PGMs) 走弱，这可能表明贵金属市场超买；工业需求正在放缓。高盛：短期看跌长期依然看涨如果关税不确定性消退且持仓正常化，金价将在短期内适度下跌。而持续的央行购买和随着联邦基金利率下降而逐渐增加的 ETF 持仓将继续支撑高盛到 2026 年第二季度金价达到每盎司 3000 美元的预测。美国政策不确定性对央行和投资者对冲需求的持续提振，可能构成金价上涨至高于 3000 美元/盎司目标的风险。尽管高企的持仓水平降低了当前入场点的吸引力（对于短期投资者而言），但高盛维持对黄金的长期看涨交易建议（对于长期投资者以及寻求对冲美国政策尾部风险的投资者而言）。对美国将对黄金征收 10% 关税的担忧也加大了实物交割价差 (EFP) ——纽约商品交易所 (COMEX) 期货与伦敦现货黄金价格之间的差距——因为关税将使跨市场套利复杂化，并促使交易员将黄金运往美国。如果关税生效，与 EFP 交易相关的 COMEX 空头的大量平仓可能会暂时进一步扩大 EFP，可能达到接近 10% 的水平，然后最终稳定在 0-10% 范围内的某个较低水平，具体取决于伦敦和美国市场的供需动态。JPM：年底目标2950来自股票的看跌情绪可能会在短期内对黄金造成压力，但具有破坏性的关税继续助长黄金的中期牛市，如果目前的关税持续下去，则金价达到摩根大通设定的年底目标 2950 美元/盎司的风险偏向于比目前预期更快。UBS：上调目标价瑞银已将未来 12 个月的黄金预测上调至 3000 美元/盎司。黄金仍然是一种有效的投资组合对冲和多元化工具，在美元平衡型投资组合中配置约 5% 的黄金是最佳选择。与黄金相关的股票（如黄金矿商）可能提供更大的资本收益潜力，但波动性可能更大，在风险规避时期表现类似于股票。黄金及其投资方式（直接或间接）应构成一个多元化投资组合的一部分。","news_type":1,"symbols_score_info":{"GCmain":1.1,"XAUUSD.FOREX":1.1}},"isVote":1,"tweetType":1,"viewCount":3193,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303959744614560,"gmtCreate":1715229176063,"gmtModify":1715231202565,"author":{"id":"4123895024847520","authorId":"4123895024847520","name":"大树獭","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4123895024847520","idStr":"4123895024847520"},"themes":[],"title":"","htmlText":"看好特斯拉，FSD和储能是核心","listText":"看好特斯拉，FSD和储能是核心","text":"看好特斯拉，FSD和储能是核心","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303959744614560","isVote":1,"tweetType":1,"viewCount":4099,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}