圣骑士的个人主页 - 老虎社区

圣骑士

圣骑士

暂无个人介绍

IP属地：天津

88关注

0粉丝

2主题

0勋章

05-19

景硕、欣兴、南电等高阶ABF基板厂有哪个是上市公司？

台积电CPO布局升级加速，ABF基板供需恐再现紧张局面

2021-01-29

幸好看到融资申购就果断放弃了，中签率太低，无法弥补手续费，还是好好打新美股，每次5股中签也不亏。

快手香港IPO面向散户发行部分获得1.28万亿港元认购

2018-07-27

$Opera(OPRA)$ 12.68买

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"78726315297500","uuid":"78726315297500","gmtCreate":1455636634812,"gmtModify":1776579425628,"name":"圣骑士","pinyin":"sqsshengqishi","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/6a3f98f8d8bfa26966936bdf2d3de276","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":88,"tweetSize":3,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":2,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"93.37%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.85%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":5,"currentWearingBadge":{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},"individualDisplayBadges":null,"crmLevel":4,"crmLevelSwitch":1,"location":"天津","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":13,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":565643930182536,"gmtCreate":1779130978194,"gmtModify":1779141160703,"author":{"id":"78726315297500","authorId":"78726315297500","name":"圣骑士","avatar":"https://static.tigerbbs.com/6a3f98f8d8bfa26966936bdf2d3de276","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"78726315297500","idStr":"78726315297500"},"themes":[],"title":"","htmlText":"景硕、欣兴、南电等高阶ABF基板厂有哪个是上市公司？","listText":"景硕、欣兴、南电等高阶ABF基板厂有哪个是上市公司？","text":"景硕、欣兴、南电等高阶ABF基板厂有哪个是上市公司？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565643930182536","repostId":"2636101036","repostType":2,"repost":{"id":"2636101036","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":1779071557,"share":"https://www.laohu8.com/m/news/2636101036?lang=zh_CN&edition=full","pubTime":"2026-05-18 10:32","market":"hk","language":"zh","title":"台积电CPO布局升级加速，ABF基板供需恐再现紧张局面","url":"https://stock-news.laohu8.com/highlight/detail?id=2636101036","media":"华尔街见闻","summary":"AI数据中心军备竞赛蔓延至新战场——台积电光电共封装方案\"COUPE on Substrate\"将于2026年下半年量产，技术路线从先进制程升级至光电系统整合。AI GPU所需ABF基板材料消耗量较传统CPU暴增5至10倍，英伟达或效仿锁定CoWoS与HBM产能的惯例提前锁定ABF基板。","content":"<html><head></head><body><blockquote><p>AI数据中心军备竞赛蔓延至新战场——台积电光电共封装方案&#34;COUPE on Substrate&#34;将于2026年下半年量产，技术路线从先进制程升级至光电系统整合。AI GPU所需ABF基板材料消耗量较传统CPU暴增5至10倍，英伟达或效仿锁定CoWoS与HBM产能的惯例提前锁定ABF基板。</p></blockquote><p>AI数据中心高速传输需求持续爆发，正将半导体供应链竞争推向新战场。</p><p>据中国台湾媒体《工商时报》周一报道，<a href=\"https://laohu8.com/S/TSM\">台积电</a>近期披露，结合紧凑型通用光子引擎（COUPE）的&#34;COUPE on Substrate&#34;方案<strong>预计于2026年下半年进入量产。</strong></p><p>业界将此解读为<strong>AI芯片制造从&#34;先进制程＋先进封装&#34;迈向&#34;<a href=\"https://laohu8.com/S/600184\">光电</a>共封装＋系统整合&#34;新阶段的关键信号，竞争焦点正进一步延伸至ABF基板与光电共封装整合领域。</strong></p><p>随着<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>新一代Vera Rubin平台持续提升AI GPU、HBM与高速网络互连整合度，<strong>英伟达下一步锁定的供应链瓶颈很可能正是ABF基板——手段包括框架协议、预付款、战略合作乃至股权投资等方式，以避免重演此前CoWoS与HBM供应吃紧的局面。</strong>市场预期，在AI GPU、ASIC与CPO需求同步拉升下，高阶ABF基板明年不排除再度出现供不应求。</p><h2 id=\"id_3273644154\">台积电CPO延伸至基板层级，技术路线升级</h2><p>台积电此次将COUPE方案延伸至基板层级，标志着AI芯片封装技术路线的重要演进。供应链指出，当光学元件越靠近运算芯片，数据传输距离越短，可同步降低信号损耗、延迟与功耗，对AI服务器从单机性能竞赛走向整柜、整集群效能竞赛具有关键意义。</p><p>英伟达近期亦宣布与<a href=\"https://laohu8.com/S/GLW\">康宁</a>（Corning）深化合作，扩大AI数据中心光学元件供应布局，以确保未来高速光互连所需产能。分析人士认为，上述动作共同指向同一方向：随着云端服务供应商（CSP）持续追求更高机柜效率与更低功耗，晶圆代工、HBM、光纤、光模块与ABF基板等关键环节，均可能成为AI大厂提前锁定产能的核心战略资源。</p><h2 id=\"id_2702580886\">ABF基板需求结构性抬升，消耗量较传统CPU提升数倍</h2><p>供应链透露，相较传统CPU基板，AI GPU与ASIC所需的基板面积与层数大幅增加，ABF材料消耗量提升5至10倍。随着AI GPU、ASIC及高阶网通芯片需求持续攀升，高阶ABF基板的供需结构恐将长期维持偏紧态势。</p><p>媒体分析认为，英伟达不排除通过长约、预付款甚至战略合作等方式提前锁定高阶基板产能，以规避供应链风险。这一预期与英伟达此前在CoWoS封装及HBM内存领域的产能锁定策略一脉相承。</p><p>景硕、欣兴、南电等高阶ABF基板厂均有望受益于上述需求趋势。其中，已切入英伟达Vera Rubin平台供应链的景硕，受益程度相对突出。业界预期，在CPO逐步成为未来AI服务器主流架构的背景下，高阶ABF基板的战略地位将持续提升，相关厂商的产能与技术布局或将成为供应链谈判的重要筹码。</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>台积电CPO布局升级加速，ABF基板供需恐再现紧张局面</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台积电CPO布局升级加速，ABF基板供需恐再现紧张局面\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\">2026-05-18 10:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>AI数据中心军备竞赛蔓延至新战场——台积电光电共封装方案&#34;COUPE on Substrate&#34;将于2026年下半年量产，技术路线从先进制程升级至光电系统整合。AI GPU所需ABF基板材料消耗量较传统CPU暴增5至10倍，英伟达或效仿锁定CoWoS与HBM产能的惯例提前锁定ABF基板。</p></blockquote><p>AI数据中心高速传输需求持续爆发，正将半导体供应链竞争推向新战场。</p><p>据中国台湾媒体《工商时报》周一报道，<a href=\"https://laohu8.com/S/TSM\">台积电</a>近期披露，结合紧凑型通用光子引擎（COUPE）的&#34;COUPE on Substrate&#34;方案<strong>预计于2026年下半年进入量产。</strong></p><p>业界将此解读为<strong>AI芯片制造从&#34;先进制程＋先进封装&#34;迈向&#34;<a href=\"https://laohu8.com/S/600184\">光电</a>共封装＋系统整合&#34;新阶段的关键信号，竞争焦点正进一步延伸至ABF基板与光电共封装整合领域。</strong></p><p>随着<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>新一代Vera Rubin平台持续提升AI GPU、HBM与高速网络互连整合度，<strong>英伟达下一步锁定的供应链瓶颈很可能正是ABF基板——手段包括框架协议、预付款、战略合作乃至股权投资等方式，以避免重演此前CoWoS与HBM供应吃紧的局面。</strong>市场预期，在AI GPU、ASIC与CPO需求同步拉升下，高阶ABF基板明年不排除再度出现供不应求。</p><h2 id=\"id_3273644154\">台积电CPO延伸至基板层级，技术路线升级</h2><p>台积电此次将COUPE方案延伸至基板层级，标志着AI芯片封装技术路线的重要演进。供应链指出，当光学元件越靠近运算芯片，数据传输距离越短，可同步降低信号损耗、延迟与功耗，对AI服务器从单机性能竞赛走向整柜、整集群效能竞赛具有关键意义。</p><p>英伟达近期亦宣布与<a href=\"https://laohu8.com/S/GLW\">康宁</a>（Corning）深化合作，扩大AI数据中心光学元件供应布局，以确保未来高速光互连所需产能。分析人士认为，上述动作共同指向同一方向：随着云端服务供应商（CSP）持续追求更高机柜效率与更低功耗，晶圆代工、HBM、光纤、光模块与ABF基板等关键环节，均可能成为AI大厂提前锁定产能的核心战略资源。</p><h2 id=\"id_2702580886\">ABF基板需求结构性抬升，消耗量较传统CPU提升数倍</h2><p>供应链透露，相较传统CPU基板，AI GPU与ASIC所需的基板面积与层数大幅增加，ABF材料消耗量提升5至10倍。随着AI GPU、ASIC及高阶网通芯片需求持续攀升，高阶ABF基板的供需结构恐将长期维持偏紧态势。</p><p>媒体分析认为，英伟达不排除通过长约、预付款甚至战略合作等方式提前锁定高阶基板产能，以规避供应链风险。这一预期与英伟达此前在CoWoS封装及HBM内存领域的产能锁定策略一脉相承。</p><p>景硕、欣兴、南电等高阶ABF基板厂均有望受益于上述需求趋势。其中，已切入英伟达Vera Rubin平台供应链的景硕，受益程度相对突出。业界预期，在CPO逐步成为未来AI服务器主流架构的背景下，高阶ABF基板的战略地位将持续提升，相关厂商的产能与技术布局或将成为供应链谈判的重要筹码。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/01eaf058af436cca2f4a0dfb3f908c1a","relate_stocks":{"LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU0861579265.USD":"联博低波幅策略股票基金A","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","BK4504":"桥水持仓","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","BK4605":"半导体精选","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU0359201612.USD":"贝莱德中国基金A2","BK4527":"明星科技股","LU1868837722.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"2\" (USD) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","BK4526":"热门中概股","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","LU2041044095.USD":"Blackrock Circular Economy A2 USD","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","BK4602":"量子计算概念","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU2663582299.SGD":"BSF BLACKROCK SYSTEMATIC ASIA PACIFIC EQUITY ABSOL \"A2\" (SGDHDG) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU1508157978.USD":"BSF BLACKROCK SYSTEMATIC ASIA PACIFIC EQUITY ABSOLUTE RETURN \"A\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2360108059.USD":"BGF CIRCULAR ECONOMY \"A4\" (USD) INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","BK4512":"苹果概念","LU1917777945.USD":"安联专题基金Cl AT Acc","BK4543":"AI","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","BK4535":"淡马锡持仓","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4548":"巴美列捷福持仓","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU2211814178.USD":"ALLIANZ CLEAN PLANET \"AT\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU2298321311.HKD":"BGF CIRCULAR ECONOMY \"A\" (HKDHDG) ACC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","BK4554":"元宇宙及AR概念","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","LU0238689110.USD":"贝莱德环球动力股票基金","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU2092937221.SGD":"Blackrock Circular Economy A2 SGD-H","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU0823414478.USD":"法巴经典能源转换基金","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","TSMG":"2倍做多TSM ETF- Leverage Shares","BK4550":"红杉资本持仓","BK4588":"碎股","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","STSM":"Defiance Daily Target 2X Short TSM ETF","TSM":"台积电","BK4591":"室温超导概念","TSMU":"2倍做多TSM ETF-GraniteShares","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","TSMX":"2倍做多TSM ETF-Direxion","LU0878004406.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","03145":"华夏亚洲高息股","TSMY":"TSM期权收益策略ETF-YieldMax","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0882747503.HKD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (HKD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","TSMZ":"1倍做空TSM ETF-Direxion","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4503":"景林资产持仓","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","BK4612":"AI芯片","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","BK4505":"高瓴资本持仓","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC"},"source_url":"https://wallstreetcn.com/articles/3772469","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2636101036","content_text":"AI数据中心军备竞赛蔓延至新战场——台积电光电共封装方案\"COUPE on Substrate\"将于2026年下半年量产，技术路线从先进制程升级至光电系统整合。AI GPU所需ABF基板材料消耗量较传统CPU暴增5至10倍，英伟达或效仿锁定CoWoS与HBM产能的惯例提前锁定ABF基板。AI数据中心高速传输需求持续爆发，正将半导体供应链竞争推向新战场。据中国台湾媒体《工商时报》周一报道，台积电近期披露，结合紧凑型通用光子引擎（COUPE）的\"COUPE on Substrate\"方案预计于2026年下半年进入量产。业界将此解读为AI芯片制造从\"先进制程＋先进封装\"迈向\"光电共封装＋系统整合\"新阶段的关键信号，竞争焦点正进一步延伸至ABF基板与光电共封装整合领域。随着英伟达新一代Vera Rubin平台持续提升AI GPU、HBM与高速网络互连整合度，英伟达下一步锁定的供应链瓶颈很可能正是ABF基板——手段包括框架协议、预付款、战略合作乃至股权投资等方式，以避免重演此前CoWoS与HBM供应吃紧的局面。市场预期，在AI GPU、ASIC与CPO需求同步拉升下，高阶ABF基板明年不排除再度出现供不应求。台积电CPO延伸至基板层级，技术路线升级台积电此次将COUPE方案延伸至基板层级，标志着AI芯片封装技术路线的重要演进。供应链指出，当光学元件越靠近运算芯片，数据传输距离越短，可同步降低信号损耗、延迟与功耗，对AI服务器从单机性能竞赛走向整柜、整集群效能竞赛具有关键意义。英伟达近期亦宣布与康宁（Corning）深化合作，扩大AI数据中心光学元件供应布局，以确保未来高速光互连所需产能。分析人士认为，上述动作共同指向同一方向：随着云端服务供应商（CSP）持续追求更高机柜效率与更低功耗，晶圆代工、HBM、光纤、光模块与ABF基板等关键环节，均可能成为AI大厂提前锁定产能的核心战略资源。ABF基板需求结构性抬升，消耗量较传统CPU提升数倍供应链透露，相较传统CPU基板，AI GPU与ASIC所需的基板面积与层数大幅增加，ABF材料消耗量提升5至10倍。随着AI GPU、ASIC及高阶网通芯片需求持续攀升，高阶ABF基板的供需结构恐将长期维持偏紧态势。媒体分析认为，英伟达不排除通过长约、预付款甚至战略合作等方式提前锁定高阶基板产能，以规避供应链风险。这一预期与英伟达此前在CoWoS封装及HBM内存领域的产能锁定策略一脉相承。景硕、欣兴、南电等高阶ABF基板厂均有望受益于上述需求趋势。其中，已切入英伟达Vera Rubin平台供应链的景硕，受益程度相对突出。业界预期，在CPO逐步成为未来AI服务器主流架构的背景下，高阶ABF基板的战略地位将持续提升，相关厂商的产能与技术布局或将成为供应链谈判的重要筹码。","news_type":1,"symbols_score_info":{"TSMU":0.6,"TSMX":0.6,"TSMY":0.6,"STSM":0.6,"TSM":1.96,"TSMG":0.6,"03145":0.6,"TSMZ":0.6}},"isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316981906,"gmtCreate":1611911291005,"gmtModify":1703756017462,"author":{"id":"78726315297500","authorId":"78726315297500","name":"圣骑士","avatar":"https://static.tigerbbs.com/6a3f98f8d8bfa26966936bdf2d3de276","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"78726315297500","idStr":"78726315297500"},"themes":[],"title":"","htmlText":"幸好看到融资申购就果断放弃了，中签率太低，无法弥补手续费，还是好好打新美股，每次5股中签也不亏。","listText":"幸好看到融资申购就果断放弃了，中签率太低，无法弥补手续费，还是好好打新美股，每次5股中签也不亏。","text":"幸好看到融资申购就果断放弃了，中签率太低，无法弥补手续费，还是好好打新美股，每次5股中签也不亏。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316981906","repostId":"1187605616","repostType":4,"repost":{"id":"1187605616","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":1611902539,"share":"https://www.laohu8.com/m/news/1187605616?lang=zh_CN&edition=full","pubTime":"2021-01-29 14:42","market":"hk","language":"zh","title":"快手香港IPO面向散户发行部分获得1.28万亿港元认购","url":"https://stock-news.laohu8.com/highlight/detail?id=1187605616","media":"老虎资讯综合","summary":"1月29日下午消息，据路透社旗下媒体IFR报道，快手香港IPO面向散户发行部分获得1.28万亿港元认购。据此计算，快手将成为港股冻资王，超购高达1218倍。据香港经济日报报道，基于截至周四针对散户投资","content":"<p>1月29日下午消息，据路透社旗下媒体IFR报道，快手香港IPO面向散户发行部分获得1.28万亿港元认购。据此计算，快手将成为港股冻资王，超购高达1218倍。</p><p>据香港经济日报报道，基于截至周四针对散户投资者的4893亿港元保证金贷款计算，快手IPO的散户股已获得465倍超额认购。</p><p>短视频平台快手1月26日开始公开招股，此次快手定价区间为每股105港元-115港元，入场费为11615港元，共计发售3.65亿股，其中约3.56亿股为国际发售，预留给散户的认购额度仅为913万股，快手每手买卖单位为100股，2月5日港交所挂牌上市。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>快手香港IPO面向散户发行部分获得1.28万亿港元认购</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快手香港IPO面向散户发行部分获得1.28万亿港元认购\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\">2021-01-29 14:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>1月29日下午消息，据路透社旗下媒体IFR报道，快手香港IPO面向散户发行部分获得1.28万亿港元认购。据此计算，快手将成为港股冻资王，超购高达1218倍。</p><p>据香港经济日报报道，基于截至周四针对散户投资者的4893亿港元保证金贷款计算，快手IPO的散户股已获得465倍超额认购。</p><p>短视频平台快手1月26日开始公开招股，此次快手定价区间为每股105港元-115港元，入场费为11615港元，共计发售3.65亿股，其中约3.56亿股为国际发售，预留给散户的认购额度仅为913万股，快手每手买卖单位为100股，2月5日港交所挂牌上市。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b57241e30a2dc7e84d4588d7aafb919c","relate_stocks":{"01024":"快手-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187605616","content_text":"1月29日下午消息，据路透社旗下媒体IFR报道，快手香港IPO面向散户发行部分获得1.28万亿港元认购。据此计算，快手将成为港股冻资王，超购高达1218倍。据香港经济日报报道，基于截至周四针对散户投资者的4893亿港元保证金贷款计算，快手IPO的散户股已获得465倍超额认购。短视频平台快手1月26日开始公开招股，此次快手定价区间为每股105港元-115港元，入场费为11615港元，共计发售3.65亿股，其中约3.56亿股为国际发售，预留给散户的认购额度仅为913万股，快手每手买卖单位为100股，2月5日港交所挂牌上市。","news_type":1,"symbols_score_info":{"01024":0.9}},"isVote":1,"tweetType":1,"viewCount":4926,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":229300,"gmtCreate":1532703928442,"gmtModify":1704898100371,"author":{"id":"78726315297500","authorId":"78726315297500","name":"圣骑士","avatar":"https://static.tigerbbs.com/6a3f98f8d8bfa26966936bdf2d3de276","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"78726315297500","idStr":"78726315297500"},"themes":[],"title":"","htmlText":"$Opera(OPRA)$ 12.68买","listText":"$Opera(OPRA)$ 12.68买","text":"$Opera(OPRA)$ 12.68买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/229300","isVote":1,"tweetType":1,"viewCount":7007,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3457151495736276","authorId":"3457151495736276","name":"汤姆王","avatar":"https://static.tigerbbs.com/9e6f68412599d9f514bbd0e4ce14050d","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3457151495736276","idStr":"3457151495736276"},"content":"依据什么？","text":"依据什么？","html":"依据什么？"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":229300,"gmtCreate":1532703928442,"gmtModify":1704898100371,"author":{"id":"78726315297500","authorId":"78726315297500","name":"圣骑士","avatar":"https://static.tigerbbs.com/6a3f98f8d8bfa26966936bdf2d3de276","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"78726315297500","idStr":"78726315297500"},"themes":[],"title":"","htmlText":"$Opera(OPRA)$ 12.68买","listText":"$Opera(OPRA)$ 12.68买","text":"$Opera(OPRA)$ 12.68买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/229300","isVote":1,"tweetType":1,"viewCount":7007,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3457151495736276","authorId":"3457151495736276","name":"汤姆王","avatar":"https://static.tigerbbs.com/9e6f68412599d9f514bbd0e4ce14050d","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3457151495736276","idStr":"3457151495736276"},"content":"依据什么？","text":"依据什么？","html":"依据什么？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":565643930182536,"gmtCreate":1779130978194,"gmtModify":1779141160703,"author":{"id":"78726315297500","authorId":"78726315297500","name":"圣骑士","avatar":"https://static.tigerbbs.com/6a3f98f8d8bfa26966936bdf2d3de276","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"78726315297500","idStr":"78726315297500"},"themes":[],"title":"","htmlText":"景硕、欣兴、南电等高阶ABF基板厂有哪个是上市公司？","listText":"景硕、欣兴、南电等高阶ABF基板厂有哪个是上市公司？","text":"景硕、欣兴、南电等高阶ABF基板厂有哪个是上市公司？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565643930182536","repostId":"2636101036","repostType":2,"repost":{"id":"2636101036","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":1779071557,"share":"https://www.laohu8.com/m/news/2636101036?lang=zh_CN&edition=full","pubTime":"2026-05-18 10:32","market":"hk","language":"zh","title":"台积电CPO布局升级加速，ABF基板供需恐再现紧张局面","url":"https://stock-news.laohu8.com/highlight/detail?id=2636101036","media":"华尔街见闻","summary":"AI数据中心军备竞赛蔓延至新战场——台积电光电共封装方案\"COUPE on Substrate\"将于2026年下半年量产，技术路线从先进制程升级至光电系统整合。AI GPU所需ABF基板材料消耗量较传统CPU暴增5至10倍，英伟达或效仿锁定CoWoS与HBM产能的惯例提前锁定ABF基板。","content":"<html><head></head><body><blockquote><p>AI数据中心军备竞赛蔓延至新战场——台积电光电共封装方案&#34;COUPE on Substrate&#34;将于2026年下半年量产，技术路线从先进制程升级至光电系统整合。AI GPU所需ABF基板材料消耗量较传统CPU暴增5至10倍，英伟达或效仿锁定CoWoS与HBM产能的惯例提前锁定ABF基板。</p></blockquote><p>AI数据中心高速传输需求持续爆发，正将半导体供应链竞争推向新战场。</p><p>据中国台湾媒体《工商时报》周一报道，<a href=\"https://laohu8.com/S/TSM\">台积电</a>近期披露，结合紧凑型通用光子引擎（COUPE）的&#34;COUPE on Substrate&#34;方案<strong>预计于2026年下半年进入量产。</strong></p><p>业界将此解读为<strong>AI芯片制造从&#34;先进制程＋先进封装&#34;迈向&#34;<a href=\"https://laohu8.com/S/600184\">光电</a>共封装＋系统整合&#34;新阶段的关键信号，竞争焦点正进一步延伸至ABF基板与光电共封装整合领域。</strong></p><p>随着<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>新一代Vera Rubin平台持续提升AI GPU、HBM与高速网络互连整合度，<strong>英伟达下一步锁定的供应链瓶颈很可能正是ABF基板——手段包括框架协议、预付款、战略合作乃至股权投资等方式，以避免重演此前CoWoS与HBM供应吃紧的局面。</strong>市场预期，在AI GPU、ASIC与CPO需求同步拉升下，高阶ABF基板明年不排除再度出现供不应求。</p><h2 id=\"id_3273644154\">台积电CPO延伸至基板层级，技术路线升级</h2><p>台积电此次将COUPE方案延伸至基板层级，标志着AI芯片封装技术路线的重要演进。供应链指出，当光学元件越靠近运算芯片，数据传输距离越短，可同步降低信号损耗、延迟与功耗，对AI服务器从单机性能竞赛走向整柜、整集群效能竞赛具有关键意义。</p><p>英伟达近期亦宣布与<a href=\"https://laohu8.com/S/GLW\">康宁</a>（Corning）深化合作，扩大AI数据中心光学元件供应布局，以确保未来高速光互连所需产能。分析人士认为，上述动作共同指向同一方向：随着云端服务供应商（CSP）持续追求更高机柜效率与更低功耗，晶圆代工、HBM、光纤、光模块与ABF基板等关键环节，均可能成为AI大厂提前锁定产能的核心战略资源。</p><h2 id=\"id_2702580886\">ABF基板需求结构性抬升，消耗量较传统CPU提升数倍</h2><p>供应链透露，相较传统CPU基板，AI GPU与ASIC所需的基板面积与层数大幅增加，ABF材料消耗量提升5至10倍。随着AI GPU、ASIC及高阶网通芯片需求持续攀升，高阶ABF基板的供需结构恐将长期维持偏紧态势。</p><p>媒体分析认为，英伟达不排除通过长约、预付款甚至战略合作等方式提前锁定高阶基板产能，以规避供应链风险。这一预期与英伟达此前在CoWoS封装及HBM内存领域的产能锁定策略一脉相承。</p><p>景硕、欣兴、南电等高阶ABF基板厂均有望受益于上述需求趋势。其中，已切入英伟达Vera Rubin平台供应链的景硕，受益程度相对突出。业界预期，在CPO逐步成为未来AI服务器主流架构的背景下，高阶ABF基板的战略地位将持续提升，相关厂商的产能与技术布局或将成为供应链谈判的重要筹码。</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>台积电CPO布局升级加速，ABF基板供需恐再现紧张局面</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台积电CPO布局升级加速，ABF基板供需恐再现紧张局面\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\">2026-05-18 10:32</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>AI数据中心军备竞赛蔓延至新战场——台积电光电共封装方案&#34;COUPE on Substrate&#34;将于2026年下半年量产，技术路线从先进制程升级至光电系统整合。AI GPU所需ABF基板材料消耗量较传统CPU暴增5至10倍，英伟达或效仿锁定CoWoS与HBM产能的惯例提前锁定ABF基板。</p></blockquote><p>AI数据中心高速传输需求持续爆发，正将半导体供应链竞争推向新战场。</p><p>据中国台湾媒体《工商时报》周一报道，<a href=\"https://laohu8.com/S/TSM\">台积电</a>近期披露，结合紧凑型通用光子引擎（COUPE）的&#34;COUPE on Substrate&#34;方案<strong>预计于2026年下半年进入量产。</strong></p><p>业界将此解读为<strong>AI芯片制造从&#34;先进制程＋先进封装&#34;迈向&#34;<a href=\"https://laohu8.com/S/600184\">光电</a>共封装＋系统整合&#34;新阶段的关键信号，竞争焦点正进一步延伸至ABF基板与光电共封装整合领域。</strong></p><p>随着<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>新一代Vera Rubin平台持续提升AI GPU、HBM与高速网络互连整合度，<strong>英伟达下一步锁定的供应链瓶颈很可能正是ABF基板——手段包括框架协议、预付款、战略合作乃至股权投资等方式，以避免重演此前CoWoS与HBM供应吃紧的局面。</strong>市场预期，在AI GPU、ASIC与CPO需求同步拉升下，高阶ABF基板明年不排除再度出现供不应求。</p><h2 id=\"id_3273644154\">台积电CPO延伸至基板层级，技术路线升级</h2><p>台积电此次将COUPE方案延伸至基板层级，标志着AI芯片封装技术路线的重要演进。供应链指出，当光学元件越靠近运算芯片，数据传输距离越短，可同步降低信号损耗、延迟与功耗，对AI服务器从单机性能竞赛走向整柜、整集群效能竞赛具有关键意义。</p><p>英伟达近期亦宣布与<a href=\"https://laohu8.com/S/GLW\">康宁</a>（Corning）深化合作，扩大AI数据中心光学元件供应布局，以确保未来高速光互连所需产能。分析人士认为，上述动作共同指向同一方向：随着云端服务供应商（CSP）持续追求更高机柜效率与更低功耗，晶圆代工、HBM、光纤、光模块与ABF基板等关键环节，均可能成为AI大厂提前锁定产能的核心战略资源。</p><h2 id=\"id_2702580886\">ABF基板需求结构性抬升，消耗量较传统CPU提升数倍</h2><p>供应链透露，相较传统CPU基板，AI GPU与ASIC所需的基板面积与层数大幅增加，ABF材料消耗量提升5至10倍。随着AI GPU、ASIC及高阶网通芯片需求持续攀升，高阶ABF基板的供需结构恐将长期维持偏紧态势。</p><p>媒体分析认为，英伟达不排除通过长约、预付款甚至战略合作等方式提前锁定高阶基板产能，以规避供应链风险。这一预期与英伟达此前在CoWoS封装及HBM内存领域的产能锁定策略一脉相承。</p><p>景硕、欣兴、南电等高阶ABF基板厂均有望受益于上述需求趋势。其中，已切入英伟达Vera Rubin平台供应链的景硕，受益程度相对突出。业界预期，在CPO逐步成为未来AI服务器主流架构的背景下，高阶ABF基板的战略地位将持续提升，相关厂商的产能与技术布局或将成为供应链谈判的重要筹码。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/01eaf058af436cca2f4a0dfb3f908c1a","relate_stocks":{"LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU0861579265.USD":"联博低波幅策略股票基金A","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","BK4504":"桥水持仓","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","IE00BYQQ9H92.USD":"BNY MELLON GLOBAL LEADERS \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","BK4605":"半导体精选","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU0359201612.USD":"贝莱德中国基金A2","BK4527":"明星科技股","LU1868837722.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"2\" (USD) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","BK4526":"热门中概股","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","LU2041044095.USD":"Blackrock Circular Economy A2 USD","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","BK4602":"量子计算概念","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU2663582299.SGD":"BSF BLACKROCK SYSTEMATIC ASIA PACIFIC EQUITY ABSOL \"A2\" (SGDHDG) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU1508157978.USD":"BSF BLACKROCK SYSTEMATIC ASIA PACIFIC EQUITY ABSOLUTE RETURN \"A\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2360108059.USD":"BGF CIRCULAR ECONOMY \"A4\" (USD) INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4581":"高盛持仓","BK4532":"文艺复兴科技持仓","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","BK4512":"苹果概念","LU1917777945.USD":"安联专题基金Cl AT Acc","BK4543":"AI","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG)       ACC","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU0143863784.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"DU\" (USD) ACC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","BK4535":"淡马锡持仓","LU0541501648.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4548":"巴美列捷福持仓","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","LU2211814178.USD":"ALLIANZ CLEAN PLANET \"AT\" (USD) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU2298321311.HKD":"BGF CIRCULAR ECONOMY \"A\" (HKDHDG) ACC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","BK4554":"元宇宙及AR概念","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU0264606111.USD":"Janus Henderson Horizon Asian Dividend Income A2 USD","LU0238689110.USD":"贝莱德环球动力股票基金","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU2092937221.SGD":"Blackrock Circular Economy A2 SGD-H","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU0823414478.USD":"法巴经典能源转换基金","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU0572940350.SGD":"Janus Henderson Horizon Asian Dividend Income A3 SGD","TSMG":"2倍做多TSM ETF- Leverage Shares","BK4550":"红杉资本持仓","BK4588":"碎股","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","STSM":"Defiance Daily Target 2X Short TSM ETF","TSM":"台积电","BK4591":"室温超导概念","TSMU":"2倍做多TSM ETF-GraniteShares","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","TSMX":"2倍做多TSM ETF-Direxion","LU0878004406.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","03145":"华夏亚洲高息股","TSMY":"TSM期权收益策略ETF-YieldMax","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0882747503.HKD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (HKD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","TSMZ":"1倍做空TSM ETF-Direxion","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4503":"景林资产持仓","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","BK4612":"AI芯片","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","BK4505":"高瓴资本持仓","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC"},"source_url":"https://wallstreetcn.com/articles/3772469","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2636101036","content_text":"AI数据中心军备竞赛蔓延至新战场——台积电光电共封装方案\"COUPE on Substrate\"将于2026年下半年量产，技术路线从先进制程升级至光电系统整合。AI GPU所需ABF基板材料消耗量较传统CPU暴增5至10倍，英伟达或效仿锁定CoWoS与HBM产能的惯例提前锁定ABF基板。AI数据中心高速传输需求持续爆发，正将半导体供应链竞争推向新战场。据中国台湾媒体《工商时报》周一报道，台积电近期披露，结合紧凑型通用光子引擎（COUPE）的\"COUPE on Substrate\"方案预计于2026年下半年进入量产。业界将此解读为AI芯片制造从\"先进制程＋先进封装\"迈向\"光电共封装＋系统整合\"新阶段的关键信号，竞争焦点正进一步延伸至ABF基板与光电共封装整合领域。随着英伟达新一代Vera Rubin平台持续提升AI GPU、HBM与高速网络互连整合度，英伟达下一步锁定的供应链瓶颈很可能正是ABF基板——手段包括框架协议、预付款、战略合作乃至股权投资等方式，以避免重演此前CoWoS与HBM供应吃紧的局面。市场预期，在AI GPU、ASIC与CPO需求同步拉升下，高阶ABF基板明年不排除再度出现供不应求。台积电CPO延伸至基板层级，技术路线升级台积电此次将COUPE方案延伸至基板层级，标志着AI芯片封装技术路线的重要演进。供应链指出，当光学元件越靠近运算芯片，数据传输距离越短，可同步降低信号损耗、延迟与功耗，对AI服务器从单机性能竞赛走向整柜、整集群效能竞赛具有关键意义。英伟达近期亦宣布与康宁（Corning）深化合作，扩大AI数据中心光学元件供应布局，以确保未来高速光互连所需产能。分析人士认为，上述动作共同指向同一方向：随着云端服务供应商（CSP）持续追求更高机柜效率与更低功耗，晶圆代工、HBM、光纤、光模块与ABF基板等关键环节，均可能成为AI大厂提前锁定产能的核心战略资源。ABF基板需求结构性抬升，消耗量较传统CPU提升数倍供应链透露，相较传统CPU基板，AI GPU与ASIC所需的基板面积与层数大幅增加，ABF材料消耗量提升5至10倍。随着AI GPU、ASIC及高阶网通芯片需求持续攀升，高阶ABF基板的供需结构恐将长期维持偏紧态势。媒体分析认为，英伟达不排除通过长约、预付款甚至战略合作等方式提前锁定高阶基板产能，以规避供应链风险。这一预期与英伟达此前在CoWoS封装及HBM内存领域的产能锁定策略一脉相承。景硕、欣兴、南电等高阶ABF基板厂均有望受益于上述需求趋势。其中，已切入英伟达Vera Rubin平台供应链的景硕，受益程度相对突出。业界预期，在CPO逐步成为未来AI服务器主流架构的背景下，高阶ABF基板的战略地位将持续提升，相关厂商的产能与技术布局或将成为供应链谈判的重要筹码。","news_type":1,"symbols_score_info":{"TSMU":0.6,"TSMX":0.6,"TSMY":0.6,"STSM":0.6,"TSM":1.96,"TSMG":0.6,"03145":0.6,"TSMZ":0.6}},"isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":316981906,"gmtCreate":1611911291005,"gmtModify":1703756017462,"author":{"id":"78726315297500","authorId":"78726315297500","name":"圣骑士","avatar":"https://static.tigerbbs.com/6a3f98f8d8bfa26966936bdf2d3de276","crmLevel":4,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"78726315297500","idStr":"78726315297500"},"themes":[],"title":"","htmlText":"幸好看到融资申购就果断放弃了，中签率太低，无法弥补手续费，还是好好打新美股，每次5股中签也不亏。","listText":"幸好看到融资申购就果断放弃了，中签率太低，无法弥补手续费，还是好好打新美股，每次5股中签也不亏。","text":"幸好看到融资申购就果断放弃了，中签率太低，无法弥补手续费，还是好好打新美股，每次5股中签也不亏。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316981906","repostId":"1187605616","repostType":4,"repost":{"id":"1187605616","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":1611902539,"share":"https://www.laohu8.com/m/news/1187605616?lang=zh_CN&edition=full","pubTime":"2021-01-29 14:42","market":"hk","language":"zh","title":"快手香港IPO面向散户发行部分获得1.28万亿港元认购","url":"https://stock-news.laohu8.com/highlight/detail?id=1187605616","media":"老虎资讯综合","summary":"1月29日下午消息，据路透社旗下媒体IFR报道，快手香港IPO面向散户发行部分获得1.28万亿港元认购。据此计算，快手将成为港股冻资王，超购高达1218倍。据香港经济日报报道，基于截至周四针对散户投资","content":"<p>1月29日下午消息，据路透社旗下媒体IFR报道，快手香港IPO面向散户发行部分获得1.28万亿港元认购。据此计算，快手将成为港股冻资王，超购高达1218倍。</p><p>据香港经济日报报道，基于截至周四针对散户投资者的4893亿港元保证金贷款计算，快手IPO的散户股已获得465倍超额认购。</p><p>短视频平台快手1月26日开始公开招股，此次快手定价区间为每股105港元-115港元，入场费为11615港元，共计发售3.65亿股，其中约3.56亿股为国际发售，预留给散户的认购额度仅为913万股，快手每手买卖单位为100股，2月5日港交所挂牌上市。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>快手香港IPO面向散户发行部分获得1.28万亿港元认购</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快手香港IPO面向散户发行部分获得1.28万亿港元认购\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\">2021-01-29 14:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>1月29日下午消息，据路透社旗下媒体IFR报道，快手香港IPO面向散户发行部分获得1.28万亿港元认购。据此计算，快手将成为港股冻资王，超购高达1218倍。</p><p>据香港经济日报报道，基于截至周四针对散户投资者的4893亿港元保证金贷款计算，快手IPO的散户股已获得465倍超额认购。</p><p>短视频平台快手1月26日开始公开招股，此次快手定价区间为每股105港元-115港元，入场费为11615港元，共计发售3.65亿股，其中约3.56亿股为国际发售，预留给散户的认购额度仅为913万股，快手每手买卖单位为100股，2月5日港交所挂牌上市。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b57241e30a2dc7e84d4588d7aafb919c","relate_stocks":{"01024":"快手-W"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1187605616","content_text":"1月29日下午消息，据路透社旗下媒体IFR报道，快手香港IPO面向散户发行部分获得1.28万亿港元认购。据此计算，快手将成为港股冻资王，超购高达1218倍。据香港经济日报报道，基于截至周四针对散户投资者的4893亿港元保证金贷款计算，快手IPO的散户股已获得465倍超额认购。短视频平台快手1月26日开始公开招股，此次快手定价区间为每股105港元-115港元，入场费为11615港元，共计发售3.65亿股，其中约3.56亿股为国际发售，预留给散户的认购额度仅为913万股，快手每手买卖单位为100股，2月5日港交所挂牌上市。","news_type":1,"symbols_score_info":{"01024":0.9}},"isVote":1,"tweetType":1,"viewCount":4926,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}