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MuaSun
MuaSun
·
22:44
吹破了存储，开始吹CPU了，这明显就是……
空前的半导体存储器泡沫已经到来？
半导体存储器DRAM指标产品2025年11～12月的大宗交易价格与9月相比上涨了4成，与2024年12月相比涨幅超过3倍。来源｜日经中文网封面来源｜Unsplash半导体存储器DRAM的价格进一步上涨。大宗交易价格由作为卖方的存储器厂商、与作为买方的设备厂商和模块制造商按月或按季度协商确定。由于供不应求，2025年10月出现了无法形成大宗交易价格的罕见事态。另一家商社的负责人表示：“波及指标品以外的空前的半导体存储器泡沫已经到来”。
空前的半导体存储器泡沫已经到来？
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MuaSun
MuaSun
·
01-23
预感有20-25%的空
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MuaSun
MuaSun
·
2025-12-26
最担心这个哥们出售arm,估计过几天开始出公告了
独家-软银计划出售部分在中国滴滴出行的股份 以筹备预期中的香港IPO
独家-软银计划出售部分在中国滴滴出行的股份，以筹备预期中的香港IPO。
独家-软银计划出售部分在中国滴滴出行的股份 以筹备预期中的香港IPO
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MuaSun
MuaSun
·
2025-12-18
$美光科技(MU)$
最后只剩下3个点[开心] [开心] [开心]
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MuaSun
MuaSun
·
2025-12-18
$美光科技(MU)$
这个业绩已经透支了4倍涨幅了，还想怎样嘛
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MuaSun
MuaSun
·
2025-12-18
$美光科技(MU)$
双M[开心] [开心] [开心]
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MuaSun
MuaSun
·
2025-12-05
$ARM Holdings(ARM)$
特斯拉下一代自研芯片采用ARM架构，预计2026年投产，面向无人驾驶和机器人。 特斯拉当前主流芯片不用ARM架构，不过其即将推出的AI5芯片确定采用ARM架构。具体芯片架构应用情况如下： 1. 当前车载核心芯片：智能座舱方面，特斯拉早期MCU1.0用NVIDIA的Tegra3，MCU2.0用英特尔Atom芯片，如今MCU3.0已升级为AMD锐龙嵌入式APU，均为X86架构；自动驾驶硬件上，HW3.0的FSD芯片用Cortex - A72集群，HW4.0的FSD 2代用三星Exynos IP的CPU，虽有ARM架构相关IP应用，但并非主流设计，且整体未采用纯ARM架构方案。 特斯拉下一代自研AI5芯片：这款专为汽车和机器人打造的芯片，明确采用ARM架构，其AI性能据称是上一代芯片的40倍。该芯片已完成设计评审，计划2026年底投产，后续将用于支撑自动驾驶、人形机器人等场景的高算力需求。
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MuaSun
MuaSun
·
2025-11-05
骗人解盘了
【券商聚焦】摩根士丹利予美国超微公司(AMD)“与大市同步”评级 指第三季游戏业务异常强劲
金吾财讯 | 摩根士丹利研究报告指，美国超微公司(AMD)第三季表现大致符合预期，当中游戏业务异常强劲。另外，服务器市场亦表现强劲，公司持续在PC领域推动增长，并于服务器市场扩大市场份额；嵌入式业务亦迎来周期性复苏，管理层明确表示该业务明年会有增长。AI方面，公司进展符合预期，经历上半年倒退后，第三季恢复按年增长，不过与同行相比表现仍较平淡，英伟达与博通的ASIC业务增长速度均远超AMD。该机构算12月份季度收入为96.44亿美元(下同)，非公认会计准则下，毛利率为54.7%，经营利润率25.7%，每股盈利1.32元；目标价由246美元升至260美元，评级“与大市同步”。
【券商聚焦】摩根士丹利予美国超微公司(AMD)“与大市同步”评级 指第三季游戏业务异常强劲
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MuaSun
MuaSun
·
2025-09-27
现在是到处讲故事化缘了，最后还是一地鸡毛
市场消息：英特尔与台积电接洽，寻求投资或合作
9月26日，据华尔街日报报道称，$英特尔 $已与$台积电$接洽，商讨投资或制造合作事宜。英特尔隔夜美股大幅收涨近9%，该股近三个交易日累涨逾18%。此前彭博社周三报道称，英特尔正在与苹果公司进行谈判。英特尔和台积电均拒绝对该报道发表评论。上周，$英伟达$宣布将向英特尔投资 50 亿美元，获得该公司约 4% 的股份。英特尔已投资数十亿美元建立代工业务，但一直难以与台积电竞争，也几乎没有吸引到外部客户。
市场消息：英特尔与台积电接洽，寻求投资或合作
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MuaSun
MuaSun
·
2025-07-31
$英特尔(INTC)$
这个真是垃圾
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21:30","market":"us","language":"zh","title":"空前的半导体存储器泡沫已经到来？","url":"https://stock-news.laohu8.com/highlight/detail?id=2609594643","media":"36氪","summary":"半导体存储器DRAM指标产品2025年11～12月的大宗交易价格与9月相比上涨了4成，与2024年12月相比涨幅超过3倍。来源｜日经中文网封面来源｜Unsplash半导体存储器DRAM的价格进一步上涨。大宗交易价格由作为卖方的存储器厂商、与作为买方的设备厂商和模块制造商按月或按季度协商确定。由于供不应求，2025年10月出现了无法形成大宗交易价格的罕见事态。另一家商社的负责人表示：“波及指标品以外的空前的半导体存储器泡沫已经到来”。","content":"<html><body><article><img src=\"https://mmbiz.qpic.cn/sz_mmbiz_png/o02wSnKAPeEe0Iwa94wuvlLRCra5080uMZq8OBy3OoYlYLptWibQibwO8rkvCQNibzAgrYXfCksztdYiacQrwG6YU1ezVaXoicQHSn0aagJ8PbaQ/640?wx_fmt=png&from=appmsg\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20260206223317197v152wh1rilv8mgp\"/><p>半导体存储器DRAM指标产品2025年11～12月的大宗交易价格与9月相比上涨了4成，与2024年12月相比涨幅超过3倍。由于AI投资竞争持续升温，大型企业优先向AI用途供货，而PC等民生领域的产品供应不足，部分终端产品面临涨价……</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260206223323515v15247vj31a79ct\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20260206223324321v1527xl24npcue5\"/><p><strong>来源｜</strong>日经中文网（ID：rijingzhongwenwang）</p><p><strong>封面来源</strong><strong>｜</strong>Unsplash</p><p>半导体存储器DRAM的价格进一步上涨。指标产品2025年11～12月的大宗交易价格与在9月的上一轮谈判达成的价格相比上涨了4成。全球大型企业优先向数据中心的人工智能（AI）服务器供货，用于个人电脑（PC）等民生领域的指标产品供应不足。需求方难以确保所需数量。</p><p>DRAM被安装于PC、智能手机和数据中心的服务器设备等，用于数据的临时存储。大宗交易价格由作为卖方的存储器厂商、与作为买方的设备厂商和模块制造商按月或按季度协商确定。</p><p>由于供不应求，2025年10月出现了无法形成大宗交易价格的罕见事态。虽然11～12月确定了价格，但“未能采购到希望的数量”（电子商社的高管）。也有人指出，DDR5及上代产品DDR3在2025年10～12月分别比前一季度上涨了4成～2倍，以及2～4倍。另一家商社的负责人表示：“波及指标品以外的空前的半导体存储器泡沫已经到来”。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260206223325010v1529zjovykdeau\"/><p>从2025年11～12月的大宗交易价格来看，作为指标的DDR4 8GB以6.36美元左右达成协议。容量较小的4GB也定在4.84美元左右。均比9月高出4成，与2024年12月相比涨幅超过3倍。</p><p>以超大规模云服务商(Hyperscaler)为中心，AI的投资竞争持续升温。韩国的<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>、SK海力士、美国的<a href=\"https://laohu8.com/S/MU\">美光科技</a>等3大DRAM厂商将生产转向面向AI的产品。这些厂商在停止和缩减DDR4生产的同时，正在加强下一代产品DDR5和用于AI服务器的“高带宽存储器（HBM）” 的生产。从DDR4来看，在3大厂商停产后，主要由台湾的南亚科技等公司供应，但尚未完全满足需求。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260206223325582v152qgnjz4c8s09\"/><p>由于DRAM价格上涨，部分终端产品不得不涨价。DRAM根据品种不同，用途也不同，DDR4和DDR5用于PC等。除了Mouse Computer（东京千代田区）从1月开始陆续提高产品价格之外，日本<a href=\"https://laohu8.com/S/HPQ\">惠普</a>的社长冈户伸树也表示：“本公司产品受到DRAM价格上涨的影响”，对于今后发售的新产品称：“存在价格上涨的可能性”。</p><p>美国调查公司IDC预测称，在悲观的情景下，2026年PC的供货量将比上年减少8.9%。也有市场相关人士指出，使用低功耗产品LPDDR的智能手机“在低价机型上明显受到DRAM价格上涨的影响”（美国调查公司Omdia的高级咨询总监南川明）。AI市场的扩大也正在对身边产品的供给和价格产生影响。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260206223326122v1527vrg7k89rp6\"/><p><strong>文章转载自日经中文网</strong></p><p><strong>关注查看更多内容</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20260206223327689v1522gs4hpx48zl\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20260206223328606v152b1sr9k0vj2h\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20260206223335461v152vd7auygoo7a\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20260206223422012v152p4cpvi7fshf\"/></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>空前的半导体存储器泡沫已经到来？</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 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class=\"title\">\n空前的半导体存储器泡沫已经到来？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-06 21:30 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026020622342697a53aec&s=b><strong>36氪</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>半导体存储器DRAM指标产品2025年11～12月的大宗交易价格与9月相比上涨了4成，与2024年12月相比涨幅超过3倍。由于AI投资竞争持续升温，大型企业优先向AI用途供货，而PC等民生领域的产品供应不足，部分终端产品面临涨价……来源｜日经中文网（ID：rijingzhongwenwang）封面来源｜Unsplash半导体存储器DRAM的价格进一步上涨。指标产品2025年11～12月的大宗...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026020622342697a53aec&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","BK4551":"寇图资本持仓","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" 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SGD-H1"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026020622342697a53aec&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2609594643","content_text":"半导体存储器DRAM指标产品2025年11～12月的大宗交易价格与9月相比上涨了4成，与2024年12月相比涨幅超过3倍。由于AI投资竞争持续升温，大型企业优先向AI用途供货，而PC等民生领域的产品供应不足，部分终端产品面临涨价……来源｜日经中文网（ID：rijingzhongwenwang）封面来源｜Unsplash半导体存储器DRAM的价格进一步上涨。指标产品2025年11～12月的大宗交易价格与在9月的上一轮谈判达成的价格相比上涨了4成。全球大型企业优先向数据中心的人工智能（AI）服务器供货，用于个人电脑（PC）等民生领域的指标产品供应不足。需求方难以确保所需数量。DRAM被安装于PC、智能手机和数据中心的服务器设备等，用于数据的临时存储。大宗交易价格由作为卖方的存储器厂商、与作为买方的设备厂商和模块制造商按月或按季度协商确定。由于供不应求，2025年10月出现了无法形成大宗交易价格的罕见事态。虽然11～12月确定了价格，但“未能采购到希望的数量”（电子商社的高管）。也有人指出，DDR5及上代产品DDR3在2025年10～12月分别比前一季度上涨了4成～2倍，以及2～4倍。另一家商社的负责人表示：“波及指标品以外的空前的半导体存储器泡沫已经到来”。从2025年11～12月的大宗交易价格来看，作为指标的DDR4 8GB以6.36美元左右达成协议。容量较小的4GB也定在4.84美元左右。均比9月高出4成，与2024年12月相比涨幅超过3倍。以超大规模云服务商(Hyperscaler)为中心，AI的投资竞争持续升温。韩国的三星电子、SK海力士、美国的美光科技等3大DRAM厂商将生产转向面向AI的产品。这些厂商在停止和缩减DDR4生产的同时，正在加强下一代产品DDR5和用于AI服务器的“高带宽存储器（HBM）” 的生产。从DDR4来看，在3大厂商停产后，主要由台湾的南亚科技等公司供应，但尚未完全满足需求。由于DRAM价格上涨，部分终端产品不得不涨价。DRAM根据品种不同，用途也不同，DDR4和DDR5用于PC等。除了Mouse Computer（东京千代田区）从1月开始陆续提高产品价格之外，日本惠普的社长冈户伸树也表示：“本公司产品受到DRAM价格上涨的影响”，对于今后发售的新产品称：“存在价格上涨的可能性”。美国调查公司IDC预测称，在悲观的情景下，2026年PC的供货量将比上年减少8.9%。也有市场相关人士指出，使用低功耗产品LPDDR的智能手机“在低价机型上明显受到DRAM价格上涨的影响”（美国调查公司Omdia的高级咨询总监南川明）。AI市场的扩大也正在对身边产品的供给和价格产生影响。文章转载自日经中文网关注查看更多内容","news_type":1,"symbols_score_info":{"MUD":0.6,"MU":1.66,"AI":0.81,"MULL":0.6}},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524699174621800,"gmtCreate":1769127055360,"gmtModify":1769127058021,"author":{"id":"3495021804105148","authorId":"3495021804105148","name":"MuaSun","avatar":"https://static.tigerbbs.com/7c67f92659fef0104dfcb1362aad3923","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3495021804105148","idStr":"3495021804105148"},"themes":[],"title":"","htmlText":"预感有20-25%的空","listText":"预感有20-25%的空","text":"预感有20-25%的空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524699174621800","isVote":1,"tweetType":1,"viewCount":249,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":514965061312600,"gmtCreate":1766754253679,"gmtModify":1766754256176,"author":{"id":"3495021804105148","authorId":"3495021804105148","name":"MuaSun","avatar":"https://static.tigerbbs.com/7c67f92659fef0104dfcb1362aad3923","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3495021804105148","idStr":"3495021804105148"},"themes":[],"title":"","htmlText":"最担心这个哥们出售arm,估计过几天开始出公告了","listText":"最担心这个哥们出售arm,估计过几天开始出公告了","text":"最担心这个哥们出售arm,估计过几天开始出公告了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514965061312600","repostId":"1176311025","repostType":2,"repost":{"id":"1176311025","kind":"news","weMediaInfo":{"introduction":"全球快讯第一时间播报","home_visible":1,"media_name":"美股速递","id":"1004306016","head_image":"https://community-static.tradeup.com/news/b3bf6d02ad1a6e9e7377eebbb162346a"},"pubTimestamp":1766187063,"share":"https://www.laohu8.com/m/news/1176311025?lang=zh_CN&edition=full","pubTime":"2025-12-20 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07:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>独家-软银计划出售部分在中国滴滴出行的股份，以筹备预期中的香港IPO。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4141":"半导体产品","ARM":"ARM Holdings","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4543":"AI","BK4609":"英伟达持仓股","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) 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21:25","market":"sh","language":"zh","title":"【券商聚焦】摩根士丹利予美国超微公司(AMD)“与大市同步”评级 指第三季游戏业务异常强劲","url":"https://stock-news.laohu8.com/highlight/detail?id=2581977879","media":"金吾财讯","summary":"金吾财讯 | 摩根士丹利研究报告指，美国超微公司(AMD)第三季表现大致符合预期，当中游戏业务异常强劲。另外，服务器市场亦表现强劲，公司持续在PC领域推动增长，并于服务器市场扩大市场份额；嵌入式业务亦迎来周期性复苏，管理层明确表示该业务明年会有增长。AI方面，公司进展符合预期，经历上半年倒退后，第三季恢复按年增长，不过与同行相比表现仍较平淡，英伟达与博通的ASIC业务增长速度均远超AMD。该机构算12月份季度收入为96.44亿美元(下同)，非公认会计准则下，毛利率为54.7%，经营利润率25.7%，每股盈利1.32元；目标价由246美元升至260美元，评级“与大市同步”。","content":"<html><body><p>金吾财讯 | <a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>研究报告指，<a href=\"https://laohu8.com/S/AMD\">美国超微公司</a>(AMD)第三季表现大致符合预期，当中游戏业务异常强劲。另外，服务器市场亦表现强劲，公司持续在PC领域推动增长，并于服务器市场扩大市场份额；嵌入式业务亦迎来周期性复苏，管理层明确表示该业务明年会有增长。AI方面，公司进展符合预期，经历上半年倒退后，第三季恢复按年增长，不过与同行相比表现仍较平淡，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>与<a 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href=\"https://laohu8.com/S/MS\">摩根士丹利</a>研究报告指，<a href=\"https://laohu8.com/S/AMD\">美国超微公司</a>(AMD)第三季表现大致符合预期，当中游戏业务异常强劲。另外，服务器市场亦表现强劲，公司持续在PC领域推动增长，并于服务器市场扩大市场份额；嵌入式业务亦迎来周期性复苏，管理层明确表示该业务明年会有增长。AI方面，公司进展符合预期，经历上半年倒退后，第三季恢复按年增长，不过与同行相比表现仍较平淡，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>与<a href=\"https://laohu8.com/S/AVGO\">博通</a>的ASIC业务增长速度均远超AMD。该机构算12月份季度收入为96.44亿美元(下同)，非公认会计准则下，毛利率为54.7%，经营利润率25.7%，每股盈利1.32元；目标价由246美元升至260美元，评级“与大市同步”。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20210810/NjJlY2NjZTdjZjEwMTc4NjkxNjc4NQ==.jpg","relate_stocks":{"AMD":"美国超微公司","GFS":"GLOBALFOUNDRIES Inc."},"source_url":"294129","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2581977879","content_text":"金吾财讯 | 摩根士丹利研究报告指，美国超微公司(AMD)第三季表现大致符合预期，当中游戏业务异常强劲。另外，服务器市场亦表现强劲，公司持续在PC领域推动增长，并于服务器市场扩大市场份额；嵌入式业务亦迎来周期性复苏，管理层明确表示该业务明年会有增长。AI方面，公司进展符合预期，经历上半年倒退后，第三季恢复按年增长，不过与同行相比表现仍较平淡，英伟达与博通的ASIC业务增长速度均远超AMD。该机构算12月份季度收入为96.44亿美元(下同)，非公认会计准则下，毛利率为54.7%，经营利润率25.7%，每股盈利1.32元；目标价由246美元升至260美元，评级“与大市同步”。","news_type":1,"symbols_score_info":{"AMD":1.5,"GFS":1.5}},"isVote":1,"tweetType":1,"viewCount":1669,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482832383443320,"gmtCreate":1758907465328,"gmtModify":1758907467807,"author":{"id":"3495021804105148","authorId":"3495021804105148","name":"MuaSun","avatar":"https://static.tigerbbs.com/7c67f92659fef0104dfcb1362aad3923","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3495021804105148","idStr":"3495021804105148"},"themes":[],"htmlText":"现在是到处讲故事化缘了，最后还是一地鸡毛","listText":"现在是到处讲故事化缘了，最后还是一地鸡毛","text":"现在是到处讲故事化缘了，最后还是一地鸡毛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482832383443320","repostId":"1198736460","repostType":2,"repost":{"id":"1198736460","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":1758838506,"share":"https://www.laohu8.com/m/news/1198736460?lang=zh_CN&edition=full","pubTime":"2025-09-26 06:15","market":"us","language":"zh","title":"市场消息：英特尔与台积电接洽，寻求投资或合作","url":"https://stock-news.laohu8.com/highlight/detail?id=1198736460","media":"老虎资讯综合","summary":"9月26日，据华尔街日报报道称，$英特尔 $已与$台积电$接洽，商讨投资或制造合作事宜。英特尔隔夜美股大幅收涨近9%，该股近三个交易日累涨逾18%。此前彭博社周三报道称，英特尔正在与苹果公司进行谈判。英特尔和台积电均拒绝对该报道发表评论。上周，$英伟达$宣布将向英特尔投资 50 亿美元，获得该公司约 4% 的股份。英特尔已投资数十亿美元建立代工业务，但一直难以与台积电竞争，也几乎没有吸引到外部客户。","content":"<html><head></head><body><p>9月26日，据华尔街日报报道称，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>已与<a href=\"https://laohu8.com/S/TSM\">台积电</a>接洽，商讨投资或制造合作事宜。英特尔隔夜美股大幅收涨近9%，该股近三个交易日累涨逾18%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50cdba21726d37ff76400bc6b691f751\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">据悉，在美国总统特朗普上月对英特尔表现出兴趣之前，英特尔就已经在接触苹果和台积电。在获得美国政府入股后，英特尔加快了相关工作。</p><p>今年8月，美国政府与英特尔达成协议，将以约89亿美元收购英特尔9.9%的股份，成为其最大股东之一。这笔投资部分来自美国《芯片法案》提供的补贴。</p><p>美国政府正利用自身影响力帮助英特尔扭转颓势，商务部长卢特尼克及政府其他官员数月来一直敦促科技公司与英特尔更紧密合作。</p><p>日本软银集团上月宣布对英特尔投资20亿美元。本月早些时候，英伟达宣布，将向英特尔投资50亿美元，并与其联合开发PC与数据中心芯片。</p><p>英特尔曾是全球最大的半导体公司，但如今正深陷困境，其芯片代工业务近年来持续亏损，拖累了公司经营状况。</p><p>此前已有媒体报道了英特尔寻求苹果投资的消息。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>市场消息：英特尔与台积电接洽，寻求投资或合作</title>\n<style 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href=\"https://laohu8.com/S/INTC\">英特尔</a>已与<a href=\"https://laohu8.com/S/TSM\">台积电</a>接洽，商讨投资或制造合作事宜。英特尔隔夜美股大幅收涨近9%，该股近三个交易日累涨逾18%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/50cdba21726d37ff76400bc6b691f751\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">据悉，在美国总统特朗普上月对英特尔表现出兴趣之前，英特尔就已经在接触苹果和台积电。在获得美国政府入股后，英特尔加快了相关工作。</p><p>今年8月，美国政府与英特尔达成协议，将以约89亿美元收购英特尔9.9%的股份，成为其最大股东之一。这笔投资部分来自美国《芯片法案》提供的补贴。</p><p>美国政府正利用自身影响力帮助英特尔扭转颓势，商务部长卢特尼克及政府其他官员数月来一直敦促科技公司与英特尔更紧密合作。</p><p>日本软银集团上月宣布对英特尔投资20亿美元。本月早些时候，英伟达宣布，将向英特尔投资50亿美元，并与其联合开发PC与数据中心芯片。</p><p>英特尔曾是全球最大的半导体公司，但如今正深陷困境，其芯片代工业务近年来持续亏损，拖累了公司经营状况。</p><p>此前已有媒体报道了英特尔寻求苹果投资的消息。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"INTC":"英特尔","TSM":"台积电"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198736460","content_text":"9月26日，据华尔街日报报道称，英特尔已与台积电接洽，商讨投资或制造合作事宜。英特尔隔夜美股大幅收涨近9%，该股近三个交易日累涨逾18%。据悉，在美国总统特朗普上月对英特尔表现出兴趣之前，英特尔就已经在接触苹果和台积电。在获得美国政府入股后，英特尔加快了相关工作。今年8月，美国政府与英特尔达成协议，将以约89亿美元收购英特尔9.9%的股份，成为其最大股东之一。这笔投资部分来自美国《芯片法案》提供的补贴。美国政府正利用自身影响力帮助英特尔扭转颓势，商务部长卢特尼克及政府其他官员数月来一直敦促科技公司与英特尔更紧密合作。日本软银集团上月宣布对英特尔投资20亿美元。本月早些时候，英伟达宣布，将向英特尔投资50亿美元，并与其联合开发PC与数据中心芯片。英特尔曾是全球最大的半导体公司，但如今正深陷困境，其芯片代工业务近年来持续亏损，拖累了公司经营状况。此前已有媒体报道了英特尔寻求苹果投资的消息。","news_type":1,"symbols_score_info":{"INTC":1.5,"TSM":1.5}},"isVote":1,"tweetType":1,"viewCount":1327,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462716721754616,"gmtCreate":1753973333394,"gmtModify":1753973836151,"author":{"id":"3495021804105148","authorId":"3495021804105148","name":"MuaSun","avatar":"https://static.tigerbbs.com/7c67f92659fef0104dfcb1362aad3923","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3495021804105148","idStr":"3495021804105148"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 这个真是垃圾","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 这个真是垃圾","text":"$英特尔(INTC)$ 这个真是垃圾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462716721754616","isVote":1,"tweetType":1,"viewCount":823,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}