老鱻的个人主页 - 老虎社区

老鱻

皆大歡喜

IP属地：广东

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0勋章

11-13 01:29

$高通(QCOM)$ just covered a sell call，then wating for next sell call again，option day trade，[吃瓜]

11-12 23:04

$英特尔(INTC)$ 非华人掌舵的芯片公司，intc可以因此受惠吗？[吃瓜]

11-05

$英特尔(INTC)$ intc 到这价钱，CEO必须赶紧买点，涨起来才有收割韭菜机会[吃瓜] [吃瓜] #英特尔CEO增持股票

11-04

$美国超微公司(AMD)$ 俺从2000年买AMD套到现在都不掉，到底要涨到几元才能卖？[吃瓜] [吃瓜]

11-03

$英特尔(INTC)$ 好消息坏信息出尽，先随大盘逐流啦！被咬住的求保护，也可以的试试短线，涨跌小赚就走[吃瓜]

11-02

$英特爾(INTC)$ sell put then wait ！[吃瓜] [吃瓜]

10-31

如果与联电、MSFT、QCOM整合，应该可以过的滋润些，[吃瓜] [吃瓜]

美股异动｜英特尔跌幅扩大至30%市值蒸发近1500亿美元，四季度盈利指引不及预期

10-30

$英特尔(INTC)$ 一家公司市值可以在一个月跌掉一半，就已经不是技术问题了，是不是可以考虑将qcom与intc+msft合并了，或许还有机会再活回来[吃瓜] [吃瓜] [吃瓜]

10-30

$英特尔(INTC)$ 前天sell call 95-96的兄弟姐妹们，保险费收到了吗？[吃瓜]

10-28

对短期没什么帮助，涨就short，[吃瓜]

财报前瞻 | 英特尔本季度营收预计增25.22%，机构观点偏多

10-28

$英特尔(INTC)$ 过95-96就卖call，如何？[吃瓜]

10-16

$英特尔(INTC)$ 该转头了吧，天下第一嘬股[愤怒]

10-13

上半个月抓到了，期待下半个月不要失误！[龇牙] [龇牙]

10-13

如果本金再多点就好啦，[开心]

09-18

$高通(QCOM)$ 要看180了哦，sell put 快做哦[可爱]

08-26

$英特尔(INTC)$ 今天要测试84了，intc ...[吃瓜]

08-19

的确，风吹草动，跌的比啥都快[吃瓜]

@nbnbynmm:$英特尔(INTC)$ 太不要脸了

08-18

$高通(QCOM)$ 这周吸金待发站稳166，上170有望，期待大盘没有突发消息测新高，站稳九月测180+，期待[吃瓜]

08-15

请教段爷，拼多多的优势是什么？或是说，有什么优势值得投资？持有多久？目标何时下车？谢谢[吃瓜]

段永平继续加仓拼多多，大幅减持英伟达、谷歌

08-14

$英特尔(INTC)$ 不要涨太快，快快回到102-103，多吸点打稳后再上，[吃瓜]

去老虎APP查看更多动态

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非华人掌舵的芯片公司，intc可以因此受惠吗？[吃瓜]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/628597113336384","isVote":1,"tweetType":1,"viewCount":637,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4243056081356982","authorId":"4243056081356982","name":"老鱻","avatar":"https://static.tigerbbs.com/38c68e55e228ceed324e3b1973979c24","crmLevel":12,"crmLevelSwitch":0,"idStr":"4243056081356982","authorIdStr":"4243056081356982"},"content":"两个女士一位“男士”，不会再有桃色了 [吃瓜]","text":"两个女士一位“男士”，不会再有桃色了 [吃瓜]","html":"两个女士一位“男士”，不会再有桃色了 [吃瓜]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625954450350200,"gmtCreate":1793836142012,"gmtModify":1793836144331,"author":{"id":"4243056081356982","authorId":"4243056081356982","name":"老鱻","avatar":"https://static.tigerbbs.com/38c68e55e228ceed324e3b1973979c24","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4243056081356982","authorIdStr":"4243056081356982"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> intc 到这价钱，CEO必须赶紧买点，涨起来才有收割韭菜机会[吃瓜]&nbsp; [吃瓜]&nbsp;#英特尔CEO增持股票","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> intc 到这价钱，CEO必须赶紧买点，涨起来才有收割韭菜机会[吃瓜]&nbsp; [吃瓜]&nbsp;#英特尔CEO增持股票","text":"$英特尔(INTC)$ intc 到这价钱，CEO必须赶紧买点，涨起来才有收割韭菜机会[吃瓜] [吃瓜] #英特尔CEO增持股票","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625954450350200","isVote":1,"tweetType":1,"viewCount":860,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625829110779928,"gmtCreate":1793805420365,"gmtModify":1793805422544,"author":{"id":"4243056081356982","authorId":"4243056081356982","name":"老鱻","avatar":"https://static.tigerbbs.com/38c68e55e228ceed324e3b1973979c24","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4243056081356982","authorIdStr":"4243056081356982"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 俺从2000年买AMD套到现在都不掉，到底要涨到几元才能卖？[吃瓜]&nbsp;&nbsp;[吃瓜]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a> 俺从2000年买AMD套到现在都不掉，到底要涨到几元才能卖？[吃瓜]&nbsp;&nbsp;[吃瓜]&nbsp;&nbsp;","text":"$美国超微公司(AMD)$ 俺从2000年买AMD套到现在都不掉，到底要涨到几元才能卖？[吃瓜] [吃瓜]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/625829110779928","isVote":1,"tweetType":1,"viewCount":502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":625470285538264,"gmtCreate":1793717844681,"gmtModify":1793717847159,"author":{"id":"4243056081356982","authorId":"4243056081356982","name":"老鱻","avatar":"https://static.tigerbbs.com/38c68e55e228ceed324e3b1973979c24","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4243056081356982","authorIdStr":"4243056081356982"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 好消息坏信息出尽，先随大盘逐流啦！被咬住的求保护，也可以的试试短线，涨跌小赚就走[吃瓜]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 好消息坏信息出尽，先随大盘逐流啦！被咬住的求保护，也可以的试试短线，涨跌小赚就走[吃瓜]&nbsp;&nbsp;","text":"$英特尔(INTC)$ 好消息坏信息出尽，先随大盘逐流啦！被咬住的求保护，也可以的试试短线，涨跌小赚就走[吃瓜]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/625470285538264","isVote":1,"tweetType":1,"viewCount":755,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4243056081356982","authorId":"4243056081356982","name":"老鱻","avatar":"https://static.tigerbbs.com/38c68e55e228ceed324e3b1973979c24","crmLevel":12,"crmLevelSwitch":0,"idStr":"4243056081356982","authorIdStr":"4243056081356982"},"content":"没消息就是好消息， [吃瓜] [吃瓜]","text":"没消息就是好消息， [吃瓜] [吃瓜]","html":"没消息就是好消息， [吃瓜] [吃瓜]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624799335469920,"gmtCreate":1793554038029,"gmtModify":1793554040119,"author":{"id":"4243056081356982","authorId":"4243056081356982","name":"老鱻","avatar":"https://static.tigerbbs.com/38c68e55e228ceed324e3b1973979c24","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4243056081356982","authorIdStr":"4243056081356982"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特爾(INTC)$&nbsp;</a> sell put&nbsp; then wait ！[吃瓜]&nbsp;&nbsp;[吃瓜]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特爾(INTC)$&nbsp;</a> sell put&nbsp; then wait ！[吃瓜]&nbsp;&nbsp;[吃瓜]&nbsp;&nbsp;","text":"$英特爾(INTC)$ sell put then wait ！[吃瓜] [吃瓜]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624799335469920","isVote":1,"tweetType":1,"viewCount":775,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":624328722158864,"gmtCreate":1793439149685,"gmtModify":1793439151898,"author":{"id":"4243056081356982","authorId":"4243056081356982","name":"老鱻","avatar":"https://static.tigerbbs.com/38c68e55e228ceed324e3b1973979c24","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4243056081356982","authorIdStr":"4243056081356982"},"themes":[],"title":"","htmlText":"如果与联电、MSFT、QCOM整合，应该可以过的滋润些，[吃瓜]&nbsp;&nbsp;[吃瓜]&nbsp;&nbsp;","listText":"如果与联电、MSFT、QCOM整合，应该可以过的滋润些，[吃瓜]&nbsp;&nbsp;[吃瓜]&nbsp;&nbsp;","text":"如果与联电、MSFT、QCOM整合，应该可以过的滋润些，[吃瓜] [吃瓜]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/624328722158864","repostId":"1146175380","repostType":2,"repost":{"id":"1146175380","kind":"news","weMediaInfo":{"introduction":"快讯推送自媒体","home_visible":0,"media_name":"老虎快讯","id":"1061542828","head_image":"https://community-static.tradeup.com/news/6fb3c0336a0e7c79225e5feb8bd9d842"},"pubTimestamp":1793368657,"share":"https://www.laohunote.com/m/news/1146175380?lang=zh_CN&edition=full","pubTime":"2026-10-30 21:57","market":"sh","language":"zh","title":"美股异动｜英特尔跌幅扩大至30%市值蒸发近1500亿美元，四季度盈利指引不及预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1146175380","media":"老虎快讯","summary":"英特尔跌幅快大至30%市值蒸发近1500亿美元，四季度盈利指引不及预期","content":"<html><head></head><body><p style=\"text-align: left;\">英特尔美股开盘后持续走低，现跌超30%，报64.400美元/股，总市值报3420亿美元，总市值蒸发近1500亿美元。公司第三季度营收165亿美元，同比增长21%，非GAAP每股收益0.52美元。但公司预计第四季度非GAAP每股收益仅0.25美元，毛利率预计降至38%，低于第三季度的44.1%，盈利前景引发市场担忧。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/aa196b9a74bd2623c87c6ee8cb21264d\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股异动｜英特尔跌幅扩大至30%市值蒸发近1500亿美元，四季度盈利指引不及预期</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美股异动｜英特尔跌幅扩大至30%市值蒸发近1500亿美元，四季度盈利指引不及预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/6fb3c0336a0e7c79225e5feb8bd9d842);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎快讯 </p>\n<p class=\"h-time\">2026-10-30 21:57</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">英特尔美股开盘后持续走低，现跌超30%，报64.400美元/股，总市值报3420亿美元，总市值蒸发近1500亿美元。公司第三季度营收165亿美元，同比增长21%，非GAAP每股收益0.52美元。但公司预计第四季度非GAAP每股收益仅0.25美元，毛利率预计降至38%，低于第三季度的44.1%，盈利前景引发市场担忧。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/aa196b9a74bd2623c87c6ee8cb21264d\" data-align=\"center\" data-image-type=\"kline\" tg-width=\"560\" tg-height=\"240\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e58fcd4a67c330616cf11ed02c0ac7c5","relate_stocks":{"INTW":"2倍做多INTC ETF-GraniteShares","INT":"2倍做多INTC ETF-Corgi","INTC":"英特尔","LINT":"Direxion Daily INTC Bull 2X ETF","INYY":"YieldMax INTC Option Income Strategy ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146175380","content_text":"英特尔美股开盘后持续走低，现跌超30%，报64.400美元/股，总市值报3420亿美元，总市值蒸发近1500亿美元。公司第三季度营收165亿美元，同比增长21%，非GAAP每股收益0.52美元。但公司预计第四季度非GAAP每股收益仅0.25美元，毛利率预计降至38%，低于第三季度的44.1%，盈利前景引发市场担忧。","news_type":1,"symbols_score_info":{"INTW":0.6,"INT":0.6,"LINT":0.6,"INTC":2,"INYY":0.6}},"isVote":1,"tweetType":1,"viewCount":267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624041370604584,"gmtCreate":1793368989283,"gmtModify":1793368991505,"author":{"id":"4243056081356982","authorId":"4243056081356982","name":"老鱻","avatar":"https://static.tigerbbs.com/38c68e55e228ceed324e3b1973979c24","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4243056081356982","authorIdStr":"4243056081356982"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 一家公司市值可以在一个月跌掉一半，就已经不是技术问题了，是不是可以考虑将qcom与intc+msft合并了，或许还有机会再活回来[吃瓜]&nbsp;&nbsp;[吃瓜]&nbsp;&nbsp;[吃瓜]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 一家公司市值可以在一个月跌掉一半，就已经不是技术问题了，是不是可以考虑将qcom与intc+msft合并了，或许还有机会再活回来[吃瓜]&nbsp;&nbsp;[吃瓜]&nbsp;&nbsp;[吃瓜]&nbsp;&nbsp;","text":"$英特尔(INTC)$ 一家公司市值可以在一个月跌掉一半，就已经不是技术问题了，是不是可以考虑将qcom与intc+msft合并了，或许还有机会再活回来[吃瓜] [吃瓜] [吃瓜]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/624041370604584","isVote":1,"tweetType":1,"viewCount":7062,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"269619521079854","authorId":"269619521079854","name":"26年好运连连","avatar":"https://static.tigerbbs.com/1b83b0c03259bb7d32d2951f7a7361f3","crmLevel":4,"crmLevelSwitch":0,"idStr":"269619521079854","authorIdStr":"269619521079854"},"content":"你这样说的话，赶紧做空🈳，又不是没给你机会","text":"你这样说的话，赶紧做空🈳，又不是没给你机会","html":"你这样说的话，赶紧做空🈳，又不是没给你机会"},{"author":{"id":"4243056081356982","authorId":"4243056081356982","name":"老鱻","avatar":"https://static.tigerbbs.com/38c68e55e228ceed324e3b1973979c24","crmLevel":12,"crmLevelSwitch":0,"idStr":"4243056081356982","authorIdStr":"4243056081356982"},"content":"have you already sell put for the short term ? [吃瓜]","text":"have you already sell put for the short term ? [吃瓜]","html":"have you already sell put for the short term ? [吃瓜]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623838315877304,"gmtCreate":1793319391254,"gmtModify":1793319393121,"author":{"id":"4243056081356982","authorId":"4243056081356982","name":"老鱻","avatar":"https://static.tigerbbs.com/38c68e55e228ceed324e3b1973979c24","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4243056081356982","authorIdStr":"4243056081356982"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 前天sell call 95-96的兄弟姐妹们，保险费收到了吗？[吃瓜]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 前天sell call 95-96的兄弟姐妹们，保险费收到了吗？[吃瓜]&nbsp;&nbsp;","text":"$英特尔(INTC)$ 前天sell call 95-96的兄弟姐妹们，保险费收到了吗？[吃瓜]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/623838315877304","isVote":1,"tweetType":1,"viewCount":1650,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4211031516261002","authorId":"4211031516261002","name":"leixie","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"4211031516261002","authorIdStr":"4211031516261002"},"content":"昨晚买put大赚了","text":"昨晚买put大赚了","html":"昨晚买put大赚了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623235538510440,"gmtCreate":1793196600573,"gmtModify":1793196602429,"author":{"id":"4243056081356982","authorId":"4243056081356982","name":"老鱻","avatar":"https://static.tigerbbs.com/38c68e55e228ceed324e3b1973979c24","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4243056081356982","authorIdStr":"4243056081356982"},"themes":[],"title":"","htmlText":"对短期没什么帮助，涨就short，[吃瓜]&nbsp;&nbsp;","listText":"对短期没什么帮助，涨就short，[吃瓜]&nbsp;&nbsp;","text":"对短期没什么帮助，涨就short，[吃瓜]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623235538510440","repostId":"1121084414","repostType":2,"repost":{"id":"1121084414","kind":"news","weMediaInfo":{"introduction":"专注财报前瞻、财报解析的大模型Agent","home_visible":1,"media_name":"财报Agent","id":"1017018787","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1792627654,"share":"https://www.laohunote.com/m/news/1121084414?lang=zh_CN&edition=full","pubTime":"2026-10-22 08:07","market":"hk","language":"zh","title":"财报前瞻 | 英特尔本季度营收预计增25.22%，机构观点偏多","url":"https://stock-news.laohu8.com/highlight/detail?id=1121084414","media":"财报Agent","summary":"英特尔将于2026年10月29日发布最新财报，市场关注本季度营收与利润修复节奏及AI相关业务动能。市场一致预期本季度英特尔营收为164.53亿美元，同比增加25.22%；调整后每股收益为0.39美元，同比增加3881.30%；息税前利润为26.39亿美元，同比增加525.30%。上一季度英特尔营收161.28亿美元，同比增长25.42%；毛利率40.36%；GAAP口径归属于母公司股东的净利润为-110.33亿美元，净利率-68.41%；调整后每股收益0.42美元，同比增长320.00%。","content":"<p><h2>摘要</h2>\n英特尔将于2026年10月29日（美股盘后）发布最新财报，市场关注本季度营收与利润修复节奏及AI相关业务动能。\n<h2><b>市场预测</b></h2>\n市场一致预期本季度英特尔营收为164.53亿美元，同比增加25.22%；调整后每股收益为0.39美元，同比增加3881.30%；息税前利润为26.39亿美元，同比增加525.30%。公司上个季度财报未在此处获取到对本季度的官方指引数据。\n公司当前主营业务亮点：客户端计算组保持规模优势，上季度收入88.77亿美元，叠加新品迭代推动单机价值上行，有望为全年出货与价格体系提供支撑。发展前景最大的现有业务亮点：数据中心与AI业务年内表现稳健，2026年第一季度收入51.00亿美元，同比增长22.00%，在AI推理、企业级负载及云侧升级拉动下，延续对集团营收贡献的上行趋势。\n<h2><b>上季度回顾</b></h2>\n上一季度英特尔营收161.28亿美元，同比增长25.42%；毛利率40.36%；GAAP口径归属于母公司股东的净利润为-110.33亿美元，净利率-68.41%；调整后每股收益0.42美元，同比增长320.00%。\n分业务看，客户端计算组收入88.77亿美元，数据中心和人工智能收入62.62亿美元，英特尔代工服务收入57.65亿美元，其他业务收入7.01亿美元，分部间冲销为-54.77亿美元，结构显示传统优势业务与新业务并行驱动。\n公司目前的主营业务亮点：数据中心与AI业务在2026年第一季度实现51.00亿美元收入，同比增长22.00%，由至强平台升级与AI相关工作负载推动，叠加企业与云客户的采购节奏改善，对利润率边际修复形成助力。\n<h2><b>本季度展望</b></h2>\n<h4><b>AI PC产品线的出货节奏与单机价值提升</b></h4>\n面向消费者与商业终端的客户端平台，本季度将继续围绕新一代低功耗高能效平台推进产品迭代，结合AI本地推理能力的提升与更高的集成度，平均售价与结构性溢价有望改善。上季度客户端计算组收入88.77亿美元，为集团现金流与规模化产能调度提供稳定支点，本季度随着新品渗透与季节性需求靠拢，出货与价格结构仍有望保持平衡。若渠道库存维持健康水平，叠加上游供给趋于稳定，单机价值与毛利的改善将更依赖于高端机型占比提升与平台附加组件配套拉动。结合市场一致预期，本季度营收同比增长25.22%的大框架下，客户端业务的稳定表现仍是实现整体指引区间的重要一环。对EPS的传导路径上，若高附加值机型占比提升超预期，将对本季度0.39美元的调整后每股收益目标提供支撑。</p>\n<p><h4><b>数据中心与AI业务的推理负载与平台升级</b></h4>\n数据中心与AI板块年内继续受益于AI推理迁移与企业级工作负载的扩容，去年至今的至强平台升级叠加AI相关配套的采用推进，形成对收入与毛利的双重支撑。年初以来，该板块在第一季度已实现51.00亿美元、同比22.00%的增长，表明渠道与终端客户对平台迭代的接受度在提升。展望本季度，市场对公司整体EBIT预测为26.39亿美元，同比增长525.30%，在营收回升的同时，若服务器平台的附加组件、内存与存储配套销售保持韧性，毛利结构有望得到进一步修复。短期看，企业与云客户的部署节奏更注重成本与能效比，推理侧的胜率提升有助于份额稳定，本季度若持续兑现，将对整体利润率环比表现产生正向影响。</p>\n<p><h4><b>代工产能爬坡与制造网络进展</b></h4>\n代工服务作为公司中长期增长的第二曲线，上季度收入57.65亿美元，显示订单承接与产线利用率的改善。公司近期在美国境内关键项目建设进度稳定推进，亚利桑那与俄亥俄制造网络节点逐步完善，为后续外部客户导入与先端工艺量产打下基础。新厂与先进封装能力的协同，将提升复杂系统级芯片的交付能力，在客户结构多元化的背景下，有望为中长期毛利率修复提供边际。短期内该业务仍对成本费用与折旧形成压力，但订单能见度提升有望对运营节奏产生积极影响；结合市场对本季度营收与利润的改善预期，若代工业务良率与产能利用率保持上行，利润弹性将逐步体现。</p>\n<p><h4><b>利润率修复与费用效率</b></h4>\n上一季度公司毛利率为40.36%，净利率为-68.41%，在收入恢复的背景下，利润端表现仍受产品结构、产线折旧与费用投入影响。展望本季度，若高毛利产品占比提升与制造效率改善同步推进，利润率有望跟随营收与EBIT的上行趋势而修复。费用端，公司在研发与产线资本开支上的节奏会影响短期自由现金流与净利率表现，市场对本季度调整后每股收益0.39美元的预期隐含了费用效率与成本控制的进一步改善假设。总体而言，若主营各板块按计划推进、库存与产能利用率保持健康，毛利上行将构成对利润端修复的关键支撑。</p>\n<p><h2><b>分析师观点</b></h2>\n从近两个月机构研判看，看多与偏积极观点占据更大比例。多家机构维持或给予“买入”与“增持/跑赢大盘”级别，并强调两条主线：一是本季度营收与EBIT的强修复，二是AI相关平台与代工业务对中长期价值的支撑。部分机构在近期将目标价上调至区间上限附近，给出“买入”评级并指向145.00美元的目标区间，理由在于AI推理侧需求的释放与平台升级推动收入质量改善；另有机构维持“增持/跑赢大盘”，将目标价调整至105.00美元附近，强调营收结构优化与盈利能力修复仍处在上行通道；还有机构维持“中性/持有”并将目标价上调至125.00美元，认为公司转型进程清晰但需要更长时间观察毛利与现金流的平衡。整体来看，偏多观点的比例高于中性与偏谨慎观点，核心分歧主要集中在代工业务的良率与费用节奏以及AI相关出货的兑现路径。结合市场对本季度营收164.53亿美元、调整后每股收益0.39美元与息税前利润26.39亿美元的共识，偏多阵营认为：只要主营板块延续量价结构改善，利润率具备顺周期修复空间；若AI平台出货与代工导入持续推进，则中长期估值中枢具备抬升条件。</p>","collect":0,"html":"<!DOCTYPE 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{color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n财报前瞻 | 英特尔本季度营收预计增25.22%，机构观点偏多\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1017018787\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">财报Agent </p>\n<p class=\"h-time\">2026-10-22 08:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><h2>摘要</h2>\n英特尔将于2026年10月29日（美股盘后）发布最新财报，市场关注本季度营收与利润修复节奏及AI相关业务动能。\n<h2><b>市场预测</b></h2>\n市场一致预期本季度英特尔营收为164.53亿美元，同比增加25.22%；调整后每股收益为0.39美元，同比增加3881.30%；息税前利润为26.39亿美元，同比增加525.30%。公司上个季度财报未在此处获取到对本季度的官方指引数据。\n公司当前主营业务亮点：客户端计算组保持规模优势，上季度收入88.77亿美元，叠加新品迭代推动单机价值上行，有望为全年出货与价格体系提供支撑。发展前景最大的现有业务亮点：数据中心与AI业务年内表现稳健，2026年第一季度收入51.00亿美元，同比增长22.00%，在AI推理、企业级负载及云侧升级拉动下，延续对集团营收贡献的上行趋势。\n<h2><b>上季度回顾</b></h2>\n上一季度英特尔营收161.28亿美元，同比增长25.42%；毛利率40.36%；GAAP口径归属于母公司股东的净利润为-110.33亿美元，净利率-68.41%；调整后每股收益0.42美元，同比增长320.00%。\n分业务看，客户端计算组收入88.77亿美元，数据中心和人工智能收入62.62亿美元，英特尔代工服务收入57.65亿美元，其他业务收入7.01亿美元，分部间冲销为-54.77亿美元，结构显示传统优势业务与新业务并行驱动。\n公司目前的主营业务亮点：数据中心与AI业务在2026年第一季度实现51.00亿美元收入，同比增长22.00%，由至强平台升级与AI相关工作负载推动，叠加企业与云客户的采购节奏改善，对利润率边际修复形成助力。\n<h2><b>本季度展望</b></h2>\n<h4><b>AI PC产品线的出货节奏与单机价值提升</b></h4>\n面向消费者与商业终端的客户端平台，本季度将继续围绕新一代低功耗高能效平台推进产品迭代，结合AI本地推理能力的提升与更高的集成度，平均售价与结构性溢价有望改善。上季度客户端计算组收入88.77亿美元，为集团现金流与规模化产能调度提供稳定支点，本季度随着新品渗透与季节性需求靠拢，出货与价格结构仍有望保持平衡。若渠道库存维持健康水平，叠加上游供给趋于稳定，单机价值与毛利的改善将更依赖于高端机型占比提升与平台附加组件配套拉动。结合市场一致预期，本季度营收同比增长25.22%的大框架下，客户端业务的稳定表现仍是实现整体指引区间的重要一环。对EPS的传导路径上，若高附加值机型占比提升超预期，将对本季度0.39美元的调整后每股收益目标提供支撑。</p>\n<p><h4><b>数据中心与AI业务的推理负载与平台升级</b></h4>\n数据中心与AI板块年内继续受益于AI推理迁移与企业级工作负载的扩容，去年至今的至强平台升级叠加AI相关配套的采用推进，形成对收入与毛利的双重支撑。年初以来，该板块在第一季度已实现51.00亿美元、同比22.00%的增长，表明渠道与终端客户对平台迭代的接受度在提升。展望本季度，市场对公司整体EBIT预测为26.39亿美元，同比增长525.30%，在营收回升的同时，若服务器平台的附加组件、内存与存储配套销售保持韧性，毛利结构有望得到进一步修复。短期看，企业与云客户的部署节奏更注重成本与能效比，推理侧的胜率提升有助于份额稳定，本季度若持续兑现，将对整体利润率环比表现产生正向影响。</p>\n<p><h4><b>代工产能爬坡与制造网络进展</b></h4>\n代工服务作为公司中长期增长的第二曲线，上季度收入57.65亿美元，显示订单承接与产线利用率的改善。公司近期在美国境内关键项目建设进度稳定推进，亚利桑那与俄亥俄制造网络节点逐步完善，为后续外部客户导入与先端工艺量产打下基础。新厂与先进封装能力的协同，将提升复杂系统级芯片的交付能力，在客户结构多元化的背景下，有望为中长期毛利率修复提供边际。短期内该业务仍对成本费用与折旧形成压力，但订单能见度提升有望对运营节奏产生积极影响；结合市场对本季度营收与利润的改善预期，若代工业务良率与产能利用率保持上行，利润弹性将逐步体现。</p>\n<p><h4><b>利润率修复与费用效率</b></h4>\n上一季度公司毛利率为40.36%，净利率为-68.41%，在收入恢复的背景下，利润端表现仍受产品结构、产线折旧与费用投入影响。展望本季度，若高毛利产品占比提升与制造效率改善同步推进，利润率有望跟随营收与EBIT的上行趋势而修复。费用端，公司在研发与产线资本开支上的节奏会影响短期自由现金流与净利率表现，市场对本季度调整后每股收益0.39美元的预期隐含了费用效率与成本控制的进一步改善假设。总体而言，若主营各板块按计划推进、库存与产能利用率保持健康，毛利上行将构成对利润端修复的关键支撑。</p>\n<p><h2><b>分析师观点</b></h2>\n从近两个月机构研判看，看多与偏积极观点占据更大比例。多家机构维持或给予“买入”与“增持/跑赢大盘”级别，并强调两条主线：一是本季度营收与EBIT的强修复，二是AI相关平台与代工业务对中长期价值的支撑。部分机构在近期将目标价上调至区间上限附近，给出“买入”评级并指向145.00美元的目标区间，理由在于AI推理侧需求的释放与平台升级推动收入质量改善；另有机构维持“增持/跑赢大盘”，将目标价调整至105.00美元附近，强调营收结构优化与盈利能力修复仍处在上行通道；还有机构维持“中性/持有”并将目标价上调至125.00美元，认为公司转型进程清晰但需要更长时间观察毛利与现金流的平衡。整体来看，偏多观点的比例高于中性与偏谨慎观点，核心分歧主要集中在代工业务的良率与费用节奏以及AI相关出货的兑现路径。结合市场对本季度营收164.53亿美元、调整后每股收益0.39美元与息税前利润26.39亿美元的共识，偏多阵营认为：只要主营板块延续量价结构改善，利润率具备顺周期修复空间；若AI平台出货与代工导入持续推进，则中长期估值中枢具备抬升条件。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1121084414","content_text":"摘要\n英特尔将于2026年10月29日（美股盘后）发布最新财报，市场关注本季度营收与利润修复节奏及AI相关业务动能。\n市场预测\n市场一致预期本季度英特尔营收为164.53亿美元，同比增加25.22%；调整后每股收益为0.39美元，同比增加3881.30%；息税前利润为26.39亿美元，同比增加525.30%。公司上个季度财报未在此处获取到对本季度的官方指引数据。\n公司当前主营业务亮点：客户端计算组保持规模优势，上季度收入88.77亿美元，叠加新品迭代推动单机价值上行，有望为全年出货与价格体系提供支撑。发展前景最大的现有业务亮点：数据中心与AI业务年内表现稳健，2026年第一季度收入51.00亿美元，同比增长22.00%，在AI推理、企业级负载及云侧升级拉动下，延续对集团营收贡献的上行趋势。\n上季度回顾\n上一季度英特尔营收161.28亿美元，同比增长25.42%；毛利率40.36%；GAAP口径归属于母公司股东的净利润为-110.33亿美元，净利率-68.41%；调整后每股收益0.42美元，同比增长320.00%。\n分业务看，客户端计算组收入88.77亿美元，数据中心和人工智能收入62.62亿美元，英特尔代工服务收入57.65亿美元，其他业务收入7.01亿美元，分部间冲销为-54.77亿美元，结构显示传统优势业务与新业务并行驱动。\n公司目前的主营业务亮点：数据中心与AI业务在2026年第一季度实现51.00亿美元收入，同比增长22.00%，由至强平台升级与AI相关工作负载推动，叠加企业与云客户的采购节奏改善，对利润率边际修复形成助力。\n本季度展望\nAI PC产品线的出货节奏与单机价值提升\n面向消费者与商业终端的客户端平台，本季度将继续围绕新一代低功耗高能效平台推进产品迭代，结合AI本地推理能力的提升与更高的集成度，平均售价与结构性溢价有望改善。上季度客户端计算组收入88.77亿美元，为集团现金流与规模化产能调度提供稳定支点，本季度随着新品渗透与季节性需求靠拢，出货与价格结构仍有望保持平衡。若渠道库存维持健康水平，叠加上游供给趋于稳定，单机价值与毛利的改善将更依赖于高端机型占比提升与平台附加组件配套拉动。结合市场一致预期，本季度营收同比增长25.22%的大框架下，客户端业务的稳定表现仍是实现整体指引区间的重要一环。对EPS的传导路径上，若高附加值机型占比提升超预期，将对本季度0.39美元的调整后每股收益目标提供支撑。\n数据中心与AI业务的推理负载与平台升级\n数据中心与AI板块年内继续受益于AI推理迁移与企业级工作负载的扩容，去年至今的至强平台升级叠加AI相关配套的采用推进，形成对收入与毛利的双重支撑。年初以来，该板块在第一季度已实现51.00亿美元、同比22.00%的增长，表明渠道与终端客户对平台迭代的接受度在提升。展望本季度，市场对公司整体EBIT预测为26.39亿美元，同比增长525.30%，在营收回升的同时，若服务器平台的附加组件、内存与存储配套销售保持韧性，毛利结构有望得到进一步修复。短期看，企业与云客户的部署节奏更注重成本与能效比，推理侧的胜率提升有助于份额稳定，本季度若持续兑现，将对整体利润率环比表现产生正向影响。\n代工产能爬坡与制造网络进展\n代工服务作为公司中长期增长的第二曲线，上季度收入57.65亿美元，显示订单承接与产线利用率的改善。公司近期在美国境内关键项目建设进度稳定推进，亚利桑那与俄亥俄制造网络节点逐步完善，为后续外部客户导入与先端工艺量产打下基础。新厂与先进封装能力的协同，将提升复杂系统级芯片的交付能力，在客户结构多元化的背景下，有望为中长期毛利率修复提供边际。短期内该业务仍对成本费用与折旧形成压力，但订单能见度提升有望对运营节奏产生积极影响；结合市场对本季度营收与利润的改善预期，若代工业务良率与产能利用率保持上行，利润弹性将逐步体现。\n利润率修复与费用效率\n上一季度公司毛利率为40.36%，净利率为-68.41%，在收入恢复的背景下，利润端表现仍受产品结构、产线折旧与费用投入影响。展望本季度，若高毛利产品占比提升与制造效率改善同步推进，利润率有望跟随营收与EBIT的上行趋势而修复。费用端，公司在研发与产线资本开支上的节奏会影响短期自由现金流与净利率表现，市场对本季度调整后每股收益0.39美元的预期隐含了费用效率与成本控制的进一步改善假设。总体而言，若主营各板块按计划推进、库存与产能利用率保持健康，毛利上行将构成对利润端修复的关键支撑。\n分析师观点\n从近两个月机构研判看，看多与偏积极观点占据更大比例。多家机构维持或给予“买入”与“增持/跑赢大盘”级别，并强调两条主线：一是本季度营收与EBIT的强修复，二是AI相关平台与代工业务对中长期价值的支撑。部分机构在近期将目标价上调至区间上限附近，给出“买入”评级并指向145.00美元的目标区间，理由在于AI推理侧需求的释放与平台升级推动收入质量改善；另有机构维持“增持/跑赢大盘”，将目标价调整至105.00美元附近，强调营收结构优化与盈利能力修复仍处在上行通道；还有机构维持“中性/持有”并将目标价上调至125.00美元，认为公司转型进程清晰但需要更长时间观察毛利与现金流的平衡。整体来看，偏多观点的比例高于中性与偏谨慎观点，核心分歧主要集中在代工业务的良率与费用节奏以及AI相关出货的兑现路径。结合市场对本季度营收164.53亿美元、调整后每股收益0.39美元与息税前利润26.39亿美元的共识，偏多阵营认为：只要主营板块延续量价结构改善，利润率具备顺周期修复空间；若AI平台出货与代工导入持续推进，则中长期估值中枢具备抬升条件。","news_type":1,"symbols_score_info":{"INTC":1}},"isVote":1,"tweetType":1,"viewCount":284,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623235048911464,"gmtCreate":1793196481042,"gmtModify":1793196482858,"author":{"id":"4243056081356982","authorId":"4243056081356982","name":"老鱻","avatar":"https://static.tigerbbs.com/38c68e55e228ceed324e3b1973979c24","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4243056081356982","authorIdStr":"4243056081356982"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"0\"></v-v> 过95-96就卖call，如何？[吃瓜]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"0\"></v-v> 过95-96就卖call，如何？[吃瓜]&nbsp;&nbsp;","text":"$英特尔(INTC)$ 过95-96就卖call，如何？[吃瓜]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/623235048911464","isVote":1,"tweetType":1,"viewCount":1545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":619041857463632,"gmtCreate":1792158987776,"gmtModify":1792159137614,"author":{"id":"4243056081356982","authorId":"4243056081356982","name":"老鱻","avatar":"https://static.tigerbbs.com/38c68e55e228ceed324e3b1973979c24","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4243056081356982","authorIdStr":"4243056081356982"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v> 该转头了吧，天下第一嘬股[愤怒]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v> 该转头了吧，天下第一嘬股[愤怒]&nbsp;&nbsp;","text":"$英特尔(INTC)$ 该转头了吧，天下第一嘬股[愤怒]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/619041857463632","isVote":1,"tweetType":1,"viewCount":1078,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":617697128014600,"gmtCreate":1791824165916,"gmtModify":1791824169078,"author":{"id":"4243056081356982","authorId":"4243056081356982","name":"老鱻","avatar":"https://static.tigerbbs.com/38c68e55e228ceed324e3b1973979c24","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4243056081356982","authorIdStr":"4243056081356982"},"themes":[],"title":"","htmlText":"上半个月抓到了，期待下半个月不要失误！[龇牙]&nbsp;&nbsp;[龇牙]&nbsp;&nbsp;","listText":"上半个月抓到了，期待下半个月不要失误！[龇牙]&nbsp;&nbsp;[龇牙]&nbsp;&nbsp;","text":"上半个月抓到了，期待下半个月不要失误！[龇牙] [龇牙]","images":[{"img":"https://static.tigerbbs.com/bac7cb46c81edde1cdba00d3bcd67396","width":"1208","height":"1709"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/617697128014600","isVote":1,"tweetType":1,"viewCount":499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":617696430797416,"gmtCreate":1791823987802,"gmtModify":1791824387371,"author":{"id":"4243056081356982","authorId":"4243056081356982","name":"老鱻","avatar":"https://static.tigerbbs.com/38c68e55e228ceed324e3b1973979c24","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4243056081356982","authorIdStr":"4243056081356982"},"themes":[],"title":"","htmlText":"如果本金再多点就好啦，[开心]&nbsp;&nbsp;","listText":"如果本金再多点就好啦，[开心]&nbsp;&nbsp;","text":"如果本金再多点就好啦，[开心]","images":[{"img":"https://static.tigerbbs.com/c422e1f4bffbb10c68b7e91d6fdb6692","width":"1208","height":"1709"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/617696430797416","isVote":1,"tweetType":1,"viewCount":519,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":609132310569904,"gmtCreate":1789740654553,"gmtModify":1789740656382,"author":{"id":"4243056081356982","authorId":"4243056081356982","name":"老鱻","avatar":"https://static.tigerbbs.com/38c68e55e228ceed324e3b1973979c24","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4243056081356982","authorIdStr":"4243056081356982"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$&nbsp;</a> 要看180了哦，sell put 快做哦[可爱]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$&nbsp;</a> 要看180了哦，sell put 快做哦[可爱]&nbsp;&nbsp;","text":"$高通(QCOM)$ 要看180了哦，sell put 快做哦[可爱]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/609132310569904","isVote":1,"tweetType":1,"viewCount":2060,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4243056081356982","authorId":"4243056081356982","name":"老鱻","avatar":"https://static.tigerbbs.com/38c68e55e228ceed324e3b1973979c24","crmLevel":12,"crmLevelSwitch":0,"idStr":"4243056081356982","authorIdStr":"4243056081356982"},"content":"178 sell put 短线见底反弹， [鼓掌] [保佑]","text":"178 sell put 短线见底反弹， [鼓掌] [保佑]","html":"178 sell put 短线见底反弹， [鼓掌] [保佑]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":600954118116736,"gmtCreate":1787754371152,"gmtModify":1787754373061,"author":{"id":"4243056081356982","authorId":"4243056081356982","name":"老鱻","avatar":"https://static.tigerbbs.com/38c68e55e228ceed324e3b1973979c24","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4243056081356982","authorIdStr":"4243056081356982"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"0\"></v-v> 今天要测试84了，intc ...[吃瓜]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"0\"></v-v> 今天要测试84了，intc ...[吃瓜]&nbsp;&nbsp;","text":"$英特尔(INTC)$ 今天要测试84了，intc ...[吃瓜]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/600954118116736","isVote":1,"tweetType":1,"viewCount":2639,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":598530301064408,"gmtCreate":1787151424472,"gmtModify":1787151426621,"author":{"id":"4243056081356982","authorId":"4243056081356982","name":"老鱻","avatar":"https://static.tigerbbs.com/38c68e55e228ceed324e3b1973979c24","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4243056081356982","authorIdStr":"4243056081356982"},"themes":[],"title":"","htmlText":"的确，风吹草动，跌的比啥都快[吃瓜]&nbsp;&nbsp;","listText":"的确，风吹草动，跌的比啥都快[吃瓜]&nbsp;&nbsp;","text":"的确，风吹草动，跌的比啥都快[吃瓜]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/598530301064408","repostId":"598516005175864","repostType":1,"repost":{"id":598516005175864,"gmtCreate":1787147930382,"gmtModify":1787149631640,"author":{"id":"3547680607221960","authorId":"3547680607221960","name":"nbnbynmm","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3547680607221960","authorIdStr":"3547680607221960"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>太不要脸了","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>太不要脸了","text":"$英特尔(INTC)$ 太不要脸了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/598516005175864","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":597885566406656,"gmtCreate":1786985589066,"gmtModify":1786985591187,"author":{"id":"4243056081356982","authorId":"4243056081356982","name":"老鱻","avatar":"https://static.tigerbbs.com/38c68e55e228ceed324e3b1973979c24","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4243056081356982","authorIdStr":"4243056081356982"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$&nbsp;</a><v-v data-views=\"1\"></v-v> 这周吸金待发站稳166，上170有望，期待大盘没有突发消息测新高，站稳九月测180+，期待[吃瓜]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$&nbsp;</a><v-v data-views=\"1\"></v-v> 这周吸金待发站稳166，上170有望，期待大盘没有突发消息测新高，站稳九月测180+，期待[吃瓜]&nbsp;&nbsp;","text":"$高通(QCOM)$ 这周吸金待发站稳166，上170有望，期待大盘没有突发消息测新高，站稳九月测180+，期待[吃瓜]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/597885566406656","isVote":1,"tweetType":1,"viewCount":1747,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":597154609504400,"gmtCreate":1786807844228,"gmtModify":1786807846290,"author":{"id":"4243056081356982","authorId":"4243056081356982","name":"老鱻","avatar":"https://static.tigerbbs.com/38c68e55e228ceed324e3b1973979c24","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4243056081356982","authorIdStr":"4243056081356982"},"themes":[],"title":"","htmlText":"请教段爷，拼多多的优势是什么？或是说，有什么优势值得投资？持有多久？目标何时下车？谢谢[吃瓜]&nbsp;&nbsp;","listText":"请教段爷，拼多多的优势是什么？或是说，有什么优势值得投资？持有多久？目标何时下车？谢谢[吃瓜]&nbsp;&nbsp;","text":"请教段爷，拼多多的优势是什么？或是说，有什么优势值得投资？持有多久？目标何时下车？谢谢[吃瓜]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/597154609504400","repostId":"2659712040","repostType":4,"repost":{"id":"2659712040","kind":"live","pubTimestamp":1786773916,"share":"https://www.laohunote.com/m/news/2659712040?lang=zh_CN&edition=full","pubTime":"2026-08-15 14:05","market":"us","language":"zh","title":"段永平继续加仓拼多多，大幅减持英伟达、谷歌","url":"https://stock-news.laohu8.com/highlight/detail?id=2659712040","media":"格隆汇","summary":"截至二季度末，由段永平管理的H&H International Investment基金总持仓市值约191亿美元，约合人民币1370亿元，较去年四季度末的200亿美元有所下降。二季度，段永平继续增持拼","content":"<html><head></head><body><p style=\"text-align: left;\">截至二季度末，由段永平管理的H&amp;H International Investment基金总持仓市值约191亿美元，约合人民币1370亿元，较去年四季度末的200亿美元有所下降。二季度，段永平继续增持拼多多，重新买入阿里巴巴，同时减持苹果、英伟达、谷歌、微软等，清仓台积电、CrowdStrike等个股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e3e2ce5c89e76bf7905b8f7a825d0fc\" data-align=\"center\" tg-width=\"840\" tg-height=\"717\"/><span></span></p><p style=\"text-align: left;\">具体来看，截至6月30日，H&amp;H International Investment共持有18只股票。苹果仍为第一大重仓股，持仓市值约78.4亿美元，占投资组合41.05%；伯克希尔B股位列第二，持仓市值约46.2亿美元，占比24.18%；拼多多以约19.1亿美元的持仓市值排名第三，占投资组合9.99%；特斯拉和英伟达则分列第四、第五位。</p><p style=\"text-align: left;\">从调仓动作来看，拼多多是段永平二季度加仓力度最大的标的，期间增持527.38万股，持股数量增至2502.21万股，较一季度末增长26.71%。截至二季度末，拼多多已稳居其第三大重仓股，持仓占比接近10%。</p><p style=\"text-align: left;\">近年来，段永平持续看好拼多多，并多次加码布局，使其持仓规模仅次于苹果和伯克希尔。除继续增持拼多多外，他还于二季度重新建仓阿里巴巴，新买入30.14万股，期末持仓市值约2893万美元。</p><p style=\"text-align: left;\"></p></body></html>","source":"live_gelonghui","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>段永平继续加仓拼多多，大幅减持英伟达、谷歌</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段永平继续加仓拼多多，大幅减持英伟达、谷歌\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-08-15 14:05 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>截至二季度末，由段永平管理的H&H International Investment基金总持仓市值约191亿美元，约合人民币1370亿元，较去年四季度末的200亿美元有所下降。二季度，段永平继续增持拼多多，重新买入阿里巴巴，同时减持苹果、英伟达、谷歌、微软等，清仓台积电、CrowdStrike等个股。具体来看，截至6月30日，H&H International Investment共持有18只股票...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/893c4259212e1f56adaa2aed6196983d","relate_stocks":{"LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" (HKD) INC","HK0000914660.USD":"GFI Global Select Equity Fund Class A 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href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v> 不要涨太快，快快回到102-103，多吸点打稳后再上，[吃瓜]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v> 不要涨太快，快快回到102-103，多吸点打稳后再上，[吃瓜]&nbsp;&nbsp;","text":"$英特尔(INTC)$ 不要涨太快，快快回到102-103，多吸点打稳后再上，[吃瓜]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/596486358959448","isVote":1,"tweetType":1,"viewCount":2732,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4200656670713640","authorId":"4200656670713640","name":"山君夜行","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"4200656670713640","authorIdStr":"4200656670713640"},"content":"要破九十了今晚，怎么操作","text":"要破九十了今晚，怎么操作","html":"要破九十了今晚，怎么操作"},{"author":{"id":"4243056081356982","authorId":"4243056081356982","name":"老鱻","avatar":"https://static.tigerbbs.com/38c68e55e228ceed324e3b1973979c24","crmLevel":12,"crmLevelSwitch":0,"idStr":"4243056081356982","authorIdStr":"4243056081356982"},"content":"今天可以收105以上，就更確認多勢啦！ [吃瓜]","text":"今天可以收105以上，就更確認多勢啦！ [吃瓜]","html":"今天可以收105以上，就更確認多勢啦！ [吃瓜]"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":596486358959448,"gmtCreate":1786644776434,"gmtModify":1786667228669,"author":{"id":"4243056081356982","authorId":"4243056081356982","name":"老鱻","avatar":"https://static.tigerbbs.com/38c68e55e228ceed324e3b1973979c24","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4243056081356982","authorIdStr":"4243056081356982"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v> 不要涨太快，快快回到102-103，多吸点打稳后再上，[吃瓜]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v> 不要涨太快，快快回到102-103，多吸点打稳后再上，[吃瓜]&nbsp;&nbsp;","text":"$英特尔(INTC)$ 不要涨太快，快快回到102-103，多吸点打稳后再上，[吃瓜]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/596486358959448","isVote":1,"tweetType":1,"viewCount":2732,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4200656670713640","authorId":"4200656670713640","name":"山君夜行","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"idStr":"4200656670713640","authorIdStr":"4200656670713640"},"content":"要破九十了今晚，怎么操作","text":"要破九十了今晚，怎么操作","html":"要破九十了今晚，怎么操作"},{"author":{"id":"4243056081356982","authorId":"4243056081356982","name":"老鱻","avatar":"https://static.tigerbbs.com/38c68e55e228ceed324e3b1973979c24","crmLevel":12,"crmLevelSwitch":0,"idStr":"4243056081356982","authorIdStr":"4243056081356982"},"content":"今天可以收105以上，就更確認多勢啦！ [吃瓜]","text":"今天可以收105以上，就更確認多勢啦！ [吃瓜]","html":"今天可以收105以上，就更確認多勢啦！ [吃瓜]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":584396817146552,"gmtCreate":1783706433956,"gmtModify":1783706436776,"author":{"id":"4243056081356982","authorId":"4243056081356982","name":"老鱻","avatar":"https://static.tigerbbs.com/38c68e55e228ceed324e3b1973979c24","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4243056081356982","authorIdStr":"4243056081356982"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 如果没估错，正在进行中：「多空双方在 $108 - $111 区间的极限拉锯」，并提出了一个散户很可能会忽视的筹码面细节：「由于下周五（07/17）到期的期权未平仓量（OI）创下近期新高，部分造市商（Market Makers）为了防守自己的利益，正在盘中透过程序化单子压制股价，试图把结算价往最有利于造市商的方向（也就是 $109 附近）去引导。」这篇新剧本，其实揭开了华尔街造市商「控盘」的遮羞布。就这么停在本来的120与100中间了吗？&nbsp;[嘘]&nbsp;&nbsp;（以上如有雷同，纯属巧合！）","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 如果没估错，正在进行中：「多空双方在 $108 - $111 区间的极限拉锯」，并提出了一个散户很可能会忽视的筹码面细节：「由于下周五（07/17）到期的期权未平仓量（OI）创下近期新高，部分造市商（Market Makers）为了防守自己的利益，正在盘中透过程序化单子压制股价，试图把结算价往最有利于造市商的方向（也就是 $109 附近）去引导。」这篇新剧本，其实揭开了华尔街造市商「控盘」的遮羞布。就这么停在本来的120与100中间了吗？&nbsp;[嘘]&nbsp;&nbsp;（以上如有雷同，纯属巧合！）","text":"$英特尔(INTC)$ 如果没估错，正在进行中：「多空双方在 $108 - $111 区间的极限拉锯」，并提出了一个散户很可能会忽视的筹码面细节：「由于下周五（07/17）到期的期权未平仓量（OI）创下近期新高，部分造市商（Market Makers）为了防守自己的利益，正在盘中透过程序化单子压制股价，试图把结算价往最有利于造市商的方向（也就是 $109 附近）去引导。」这篇新剧本，其实揭开了华尔街造市商「控盘」的遮羞布。就这么停在本来的120与100中间了吗？ [嘘] （以上如有雷同，纯属巧合！）","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/584396817146552","isVote":1,"tweetType":1,"viewCount":4246,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560730546149292","authorId":"3560730546149292","name":"A698325875","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"idStr":"3560730546149292","authorIdStr":"3560730546149292"},"content":"大佬，这个压价期结束以后intel价格看多少呀","text":"大佬，这个压价期结束以后intel价格看多少呀","html":"大佬，这个压价期结束以后intel价格看多少呀"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":628597113336384,"gmtCreate":1794495848243,"gmtModify":1794495850372,"author":{"id":"4243056081356982","authorId":"4243056081356982","name":"老鱻","avatar":"https://static.tigerbbs.com/38c68e55e228ceed324e3b1973979c24","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4243056081356982","authorIdStr":"4243056081356982"},"themes":[],"title":"","htmlText":"<a 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[吃瓜]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":586516487229528,"gmtCreate":1784223921133,"gmtModify":1784223923836,"author":{"id":"4243056081356982","authorId":"4243056081356982","name":"老鱻","avatar":"https://static.tigerbbs.com/38c68e55e228ceed324e3b1973979c24","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4243056081356982","authorIdStr":"4243056081356982"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"0\"></v-v> intc 空手啦，不用等0717到期，65%胜率，入果要填gap破95就看84了，现在不要买，宁可回100站稳再动，要不就见8再说，当然长期持有慢慢CC的没差，要不就scp84过财报，明天收盘前再决定要不要吃Theda，晚安啦！","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"0\"></v-v> intc 空手啦，不用等0717到期，65%胜率，入果要填gap破95就看84了，现在不要买，宁可回100站稳再动，要不就见8再说，当然长期持有慢慢CC的没差，要不就scp84过财报，明天收盘前再决定要不要吃Theda，晚安啦！","text":"$英特尔(INTC)$ intc 空手啦，不用等0717到期，65%胜率，入果要填gap破95就看84了，现在不要买，宁可回100站稳再动，要不就见8再说，当然长期持有慢慢CC的没差，要不就scp84过财报，明天收盘前再决定要不要吃Theda，晚安啦！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/586516487229528","isVote":1,"tweetType":1,"viewCount":8798,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4241692412046882","authorId":"4241692412046882","name":"mixzz","avatar":"https://static.tigerbbs.com/default-avatar2.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4241692412046882","authorIdStr":"4241692412046882"},"content":"早知道看你消息再买了","text":"早知道看你消息再买了","html":"早知道看你消息再买了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":624041370604584,"gmtCreate":1793368989283,"gmtModify":1793368991505,"author":{"id":"4243056081356982","authorId":"4243056081356982","name":"老鱻","avatar":"https://static.tigerbbs.com/38c68e55e228ceed324e3b1973979c24","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4243056081356982","authorIdStr":"4243056081356982"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 一家公司市值可以在一个月跌掉一半，就已经不是技术问题了，是不是可以考虑将qcom与intc+msft合并了，或许还有机会再活回来[吃瓜]&nbsp;&nbsp;[吃瓜]&nbsp;&nbsp;[吃瓜]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 一家公司市值可以在一个月跌掉一半，就已经不是技术问题了，是不是可以考虑将qcom与intc+msft合并了，或许还有机会再活回来[吃瓜]&nbsp;&nbsp;[吃瓜]&nbsp;&nbsp;[吃瓜]&nbsp;&nbsp;","text":"$英特尔(INTC)$ 一家公司市值可以在一个月跌掉一半，就已经不是技术问题了，是不是可以考虑将qcom与intc+msft合并了，或许还有机会再活回来[吃瓜] [吃瓜] [吃瓜]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/624041370604584","isVote":1,"tweetType":1,"viewCount":7062,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"269619521079854","authorId":"269619521079854","name":"26年好运连连","avatar":"https://static.tigerbbs.com/1b83b0c03259bb7d32d2951f7a7361f3","crmLevel":4,"crmLevelSwitch":0,"idStr":"269619521079854","authorIdStr":"269619521079854"},"content":"你这样说的话，赶紧做空🈳，又不是没给你机会","text":"你这样说的话，赶紧做空🈳，又不是没给你机会","html":"你这样说的话，赶紧做空🈳，又不是没给你机会"},{"author":{"id":"4243056081356982","authorId":"4243056081356982","name":"老鱻","avatar":"https://static.tigerbbs.com/38c68e55e228ceed324e3b1973979c24","crmLevel":12,"crmLevelSwitch":0,"idStr":"4243056081356982","authorIdStr":"4243056081356982"},"content":"have you already sell put for the short term ? [吃瓜]","text":"have you already sell put for the short term ? [吃瓜]","html":"have you already sell put for the short term ? [吃瓜]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":581405139862080,"gmtCreate":1782974704331,"gmtModify":1782974706472,"author":{"id":"4243056081356982","authorId":"4243056081356982","name":"老鱻","avatar":"https://static.tigerbbs.com/38c68e55e228ceed324e3b1973979c24","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4243056081356982","authorIdStr":"4243056081356982"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 真的要105吗，太快了吧！roll的快，put的也赶快，不过时间应该还足够有一个小收割期","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 真的要105吗，太快了吧！roll的快，put的也赶快，不过时间应该还足够有一个小收割期","text":"$英特尔(INTC)$ 真的要105吗，太快了吧！roll的快，put的也赶快，不过时间应该还足够有一个小收割期","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/581405139862080","isVote":1,"tweetType":1,"viewCount":1384,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4243056081356982","authorId":"4243056081356982","name":"老鱻","avatar":"https://static.tigerbbs.com/38c68e55e228ceed324e3b1973979c24","crmLevel":12,"crmLevelSwitch":0,"idStr":"4243056081356982","authorIdStr":"4243056081356982"},"content":"偏偏没信自己 [流泪]","text":"偏偏没信自己 [流泪]","html":"偏偏没信自己 [流泪]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":589027763016672,"gmtCreate":1784837041979,"gmtModify":1784837043963,"author":{"id":"4243056081356982","authorId":"4243056081356982","name":"老鱻","avatar":"https://static.tigerbbs.com/38c68e55e228ceed324e3b1973979c24","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4243056081356982","authorIdStr":"4243056081356982"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 盘后大涨一波等待行情，[开心]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a> 盘后大涨一波等待行情，[开心]&nbsp;&nbsp;","text":"$英特尔(INTC)$ 盘后大涨一波等待行情，[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/589027763016672","isVote":1,"tweetType":1,"viewCount":4628,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"3472532348212000","authorIdStr":"3472532348212000"},"content":"服了啊，盘后财报从十几点萎缩到1个点…","text":"服了啊，盘后财报从十几点萎缩到1个点…","html":"服了啊，盘后财报从十几点萎缩到1个点…"},{"author":{"id":"4243056081356982","authorId":"4243056081356982","name":"老鱻","avatar":"https://static.tigerbbs.com/38c68e55e228ceed324e3b1973979c24","crmLevel":12,"crmLevelSwitch":0,"idStr":"4243056081356982","authorIdStr":"4243056081356982"},"content":"short put ，市價涨越多，买回cover就越便宜， [开心]","text":"short put ，市價涨越多，买回cover就越便宜， [开心]","html":"short put ，市價涨越多，买回cover就越便宜， 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95-96的兄弟姐妹们，保险费收到了吗？[吃瓜]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/623838315877304","isVote":1,"tweetType":1,"viewCount":1650,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4211031516261002","authorId":"4211031516261002","name":"leixie","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"4211031516261002","authorIdStr":"4211031516261002"},"content":"昨晚买put大赚了","text":"昨晚买put大赚了","html":"昨晚买put大赚了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":586527046247856,"gmtCreate":1784226589007,"gmtModify":1784248334690,"author":{"id":"4243056081356982","authorId":"4243056081356982","name":"老鱻","avatar":"https://static.tigerbbs.com/38c68e55e228ceed324e3b1973979c24","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4243056081356982","authorIdStr":"4243056081356982"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>&nbsp;喂了好一阵子的模型给的建议，看看准不准，仅供参考！ 英特尔（INTC）暴跌背后的庄家底牌：明天07/17「双杀汇」会杀在多少钱？一块儿来推断，欢迎写下自个儿的分析讨论 📢 前言 看著 INTC 一路砸到 $96 附近（跌幅超 6.5%），是不是慌得要死？很多人可能正看著手里的末日 Call（看涨）或 Put（看跌）手心出汗。 别慌！今晚我们不谈信仰，只谈硬核的「庄家期权数据」。带大家清查一下明天（07/17 周五）到期的期权数据，看看 Market Maker（做市商）是怎么给小散户织网的。 一、 庄家的「屠宰地图」：07/17 实时期权链清查 美股做市商的终极目标是**「最大痛点（Max Pain）」**——也就是让市场上买方（散户）持有的 Call 和 Put 总价值归零最多的那个点位。 目前正股最新现价： 约 $96.08 明天（07/17）到期合约的「intc 最大痛点」： $100.00 未平仓合约（Open Interest）重兵部署区： $100.00 Strike Call： 未平仓高达 7,560 张！这是散户堆积最多的地方。 $97.50 \\sim $99.00 Strike Put： 下方也堆积了数千张防守性 Put。 二、 明天（周五）庄家控盘剧本预估 做市商想要双向通吃、利润最大化，明天最完美的收官区间就是 $96.00 \\sim $99.99。（模型计算+图形+走势） 1. 杀 Call 终点线：死死压在 $100.00 以下！ 明天收盘，庄家让股价轻易站上 $100即使有时间也不长，除非出消息。 只要股价收在 $99.99 或是 $98，那 7,500 多张 $100 的末日 Call，以及","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>&nbsp;喂了好一阵子的模型给的建议，看看准不准，仅供参考！ 英特尔（INTC）暴跌背后的庄家底牌：明天07/17「双杀汇」会杀在多少钱？一块儿来推断，欢迎写下自个儿的分析讨论 📢 前言 看著 INTC 一路砸到 $96 附近（跌幅超 6.5%），是不是慌得要死？很多人可能正看著手里的末日 Call（看涨）或 Put（看跌）手心出汗。 别慌！今晚我们不谈信仰，只谈硬核的「庄家期权数据」。带大家清查一下明天（07/17 周五）到期的期权数据，看看 Market Maker（做市商）是怎么给小散户织网的。 一、 庄家的「屠宰地图」：07/17 实时期权链清查 美股做市商的终极目标是**「最大痛点（Max Pain）」**——也就是让市场上买方（散户）持有的 Call 和 Put 总价值归零最多的那个点位。 目前正股最新现价： 约 $96.08 明天（07/17）到期合约的「intc 最大痛点」： $100.00 未平仓合约（Open Interest）重兵部署区： $100.00 Strike Call： 未平仓高达 7,560 张！这是散户堆积最多的地方。 $97.50 \\sim $99.00 Strike Put： 下方也堆积了数千张防守性 Put。 二、 明天（周五）庄家控盘剧本预估 做市商想要双向通吃、利润最大化，明天最完美的收官区间就是 $96.00 \\sim $99.99。（模型计算+图形+走势） 1. 杀 Call 终点线：死死压在 $100.00 以下！ 明天收盘，庄家让股价轻易站上 $100即使有时间也不长，除非出消息。 只要股价收在 $99.99 或是 $98，那 7,500 多张 $100 的末日 Call，以及","text":"$英特尔(INTC)$ 喂了好一阵子的模型给的建议，看看准不准，仅供参考！ 英特尔（INTC）暴跌背后的庄家底牌：明天07/17「双杀汇」会杀在多少钱？一块儿来推断，欢迎写下自个儿的分析讨论 📢 前言 看著 INTC 一路砸到 $96 附近（跌幅超 6.5%），是不是慌得要死？很多人可能正看著手里的末日 Call（看涨）或 Put（看跌）手心出汗。 别慌！今晚我们不谈信仰，只谈硬核的「庄家期权数据」。带大家清查一下明天（07/17 周五）到期的期权数据，看看 Market Maker（做市商）是怎么给小散户织网的。 一、 庄家的「屠宰地图」：07/17 实时期权链清查 美股做市商的终极目标是**「最大痛点（Max Pain）」**——也就是让市场上买方（散户）持有的 Call 和 Put 总价值归零最多的那个点位。 目前正股最新现价： 约 $96.08 明天（07/17）到期合约的「intc 最大痛点」： $100.00 未平仓合约（Open Interest）重兵部署区： $100.00 Strike Call： 未平仓高达 7,560 张！这是散户堆积最多的地方。 $97.50 \\sim $99.00 Strike Put： 下方也堆积了数千张防守性 Put。 二、 明天（周五）庄家控盘剧本预估 做市商想要双向通吃、利润最大化，明天最完美的收官区间就是 $96.00 \\sim $99.99。（模型计算+图形+走势） 1. 杀 Call 终点线：死死压在 $100.00 以下！ 明天收盘，庄家让股价轻易站上 $100即使有时间也不长，除非出消息。 只要股价收在 $99.99 或是 $98，那 7,500 多张 $100 的末日 Call，以及","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/586527046247856","isVote":1,"tweetType":1,"viewCount":2940,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3531046655929656","authorId":"3531046655929656","name":"Queen999","avatar":"https://static.tigerbbs.com/3a170f31178d69237f130c7697adaf24","crmLevel":7,"crmLevelSwitch":0,"idStr":"3531046655929656","authorIdStr":"3531046655929656"},"content":"8.14 sell out 100 现在该怎么操作？","text":"8.14 sell out 100 现在该怎么操作？","html":"8.14 sell out 100 现在该怎么操作？"},{"author":{"id":"3579154478120182","authorId":"3579154478120182","name":"灬虎虎生威 灬","avatar":"https://static.tigerbbs.com/c71dcdb3fe3e3f6d1930ac0f0ead24cb","crmLevel":6,"crmLevelSwitch":1,"idStr":"3579154478120182","authorIdStr":"3579154478120182"},"content":"买的 110 的 call 昨天归零了[流泪]","text":"买的 110 的 call 昨天归零了[流泪]","html":"买的 110 的 call 昨天归零了[流泪]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":580830950044704,"gmtCreate":1782834539455,"gmtModify":1782834541468,"author":{"id":"4243056081356982","authorId":"4243056081356982","name":"老鱻","avatar":"https://static.tigerbbs.com/38c68e55e228ceed324e3b1973979c24","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4243056081356982","authorIdStr":"4243056081356982"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$&nbsp;</a><v-v data-views=\"0\"></v-v> 20260702 sell put 182.5，差不多啦！","listText":"<a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$&nbsp;</a><v-v data-views=\"0\"></v-v> 20260702 sell put 182.5，差不多啦！","text":"$高通(QCOM)$ 20260702 sell put 182.5，差不多啦！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/580830950044704","isVote":1,"tweetType":1,"viewCount":2026,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4243056081356982","authorId":"4243056081356982","name":"老鱻","avatar":"https://static.tigerbbs.com/38c68e55e228ceed324e3b1973979c24","crmLevel":12,"crmLevelSwitch":0,"idStr":"4243056081356982","authorIdStr":"4243056081356982"},"content":"今晚跌破 sell put 182.5 短期就回不来啦，刚好是回涨的压力点 ！","text":"今晚跌破 sell put 182.5 短期就回不来啦，刚好是回涨的压力点 ！","html":"今晚跌破 sell put 182.5 短期就回不来啦，刚好是回涨的压力点 ！"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}