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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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MuaSun
MuaSun
·
2025-07-30
$诺和诺德(NVO)$
这样子搞,感觉50也顶不住,40都难说
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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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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,"idStr":"3495021804105148","authorIdStr":"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":{"TSM":"台积电","INTC":"英特尔"},"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":{"TSM":1.5,"INTC":1.5}},"isVote":1,"tweetType":1,"viewCount":1326,"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,"idStr":"3495021804105148","authorIdStr":"3495021804105148"},"themes":[],"htmlText":"<a 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</a>这样子搞,感觉50也顶不住,40都难说","text":"$诺和诺德(NVO)$ 这样子搞,感觉50也顶不住,40都难说","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/462434394464496","isVote":1,"tweetType":1,"viewCount":2877,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3465877826119039","authorId":"3465877826119039","name":"一雨成烟","avatar":"https://static.tigerbbs.com/467d481c895f6bfd337b50860c3b84e2","crmLevel":8,"crmLevelSwitch":0,"idStr":"3465877826119039","authorIdStr":"3465877826119039"},"content":"感觉要倒闭了,一个龙头股一点预期下调直接干30%,这也能算龙头吗[笑哭]","text":"感觉要倒闭了,一个龙头股一点预期下调直接干30%,这也能算龙头吗[笑哭]","html":"感觉要倒闭了,一个龙头股一点预期下调直接干30%,这也能算龙头吗[笑哭]"},{"author":{"id":"3493844916413110","authorId":"3493844916413110","name":"风石康俊","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"3493844916413110","authorIdStr":"3493844916413110"},"content":"希望到40,我好加仓","text":"希望到40,我好加仓","html":"希望到40,我好加仓"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}