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火火兔爸
火火兔爸
·
02-02 18:45
固态呗
锂电池重大突破！马斯克：特斯拉实现干电极电池规模化生产
特斯拉首席执行官马斯克证实，公司已攻克并实现了干电极工艺的规模化生产，他称此为锂电池生产技术的 “重大进展”。该技术摒弃了传统有毒溶剂和昂贵干燥步骤，能大幅降低制造成本和能耗，并有望提升电池能量密度与寿命，这将为特斯拉在电动汽车与快速增长的储能业务中，巩固成本与效率优势提供关键支撑。
锂电池重大突破！马斯克：特斯拉实现干电极电池规模化生产
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火火兔爸
火火兔爸
·
01-31 08:24
$特斯拉(TSLA)$
政府又要关门了
$英特尔(INTC)$
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火火兔爸
火火兔爸
·
01-30
故障频出，澳大利亚销量下滑
特斯拉的“印钞机”：不在公路上，而在电网里
而支撑这一切的，是那些静静矗立在电网边缘的——Megapack巨型储能集装箱“马斯克真正的‘印钞机’，不在公路上，而在电网里。”03 金句点睛：AI吃电，特斯拉“卖饭”讽刺的是，马斯克押注的AI与机器人，恰恰成了能源业务的最大推手。反观汽车业务，即便FSD成功，也难逃硬件同质化与价格战；而能源业务，正成为特斯拉最稳定、最性感的现金牛。特斯拉的故事，或许从来就不是关于车，而是关于如何让人类更高效地使用能源。
特斯拉的“印钞机”：不在公路上，而在电网里
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火火兔爸
火火兔爸
·
01-28
$英特尔(INTC)$
对标台积电。 除英伟达和苹果外，谷歌、微软、AWS、高通、博通、超微和特斯拉等企业也在与英特尔洽谈合作。
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火火兔爸
火火兔爸
·
01-26
$苹果(AAPL)$
唯一的避风港
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火火兔爸
火火兔爸
·
01-26
$巴西ETF-iShares MSCI(EWZ)$
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火火兔爸
火火兔爸
·
01-23
$英特尔(INTC)$
良率每个月7到8个点的提升，年底达产啊，说良率不达标是不是有点凡尔赛啊。看开盘市场怎么解读
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火火兔爸
火火兔爸
·
01-23
看了具体内容并没有预期的那么糟糕
英特尔将 PC 处理器产能分配给服务器 CPU，Panther Lake、Arrow Lake 等产品不受影响
英特尔首席财务官 David Zinsner 在第四季度财报电话会议上解释了下调业绩展望原因：DCAI和 CCG两个部门都会受到供应限制的影响。简单来说，英特尔目前使用 Intel 7、Intel 3 工艺来生产最新的服务器端至强处理器“Granite Rapids”、“Sierra Forest”。而这些工艺节点如今会被重新分配给 DCAI 事业部，导致 CCG 部门的供给减少。不过值得注意的是，CCG 部门最新款“Panther Lake”处理器采用的是 18A 工艺，因此不会受到此次调整影响，且 Arrow Lake 等处理器实际上是在台积电生产，因此也不会受到影响。
英特尔将 PC 处理器产能分配给服务器 CPU，Panther Lake、Arrow Lake 等产品不受影响
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火火兔爸
火火兔爸
·
01-23
$英特尔(INTC)$
针对外界对18A良率的担忧，陈立武坦言目前的良率虽符合内部计划，但仍未达到其理想预期。 他表示：“我们对无法完全满足市场需求感到失望……良率与我们的内部计划一致，但它们仍然低于我希望达到的水平”。 他还提到18A的良率每月都在改善，目标每月提高7%至8%。
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火火兔爸
火火兔爸
·
01-23
这篇文章不错，转发给大家看看
直面AMD Zen6！Intel重申：Nova Lake桌面CPU年底正常发布
快科技1月23日消息，Intel今天正式发布了最新的财报，在重申了其对消费市场的承诺。Intel CEO陈立武指出，受限于全行业的内存供应紧张及价格飙升，Intel目前的客户端CPU库存处于“贫瘠”状态，这可能会限制今年笔记本与桌面市场的出货潜力。其同时确认一代Nova Lake桌面CPU将按计划于2026年底发布，届时会与AMD即将推出的Zen 6 CPU展开竞争。Nova Lake将是英特尔首款采用18A工艺的桌面CPU，而14A工艺将在2027年底进入风险生产，并于2028年全面投产。
直面AMD Zen6！Intel重申：Nova Lake桌面CPU年底正常发布
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18:54","market":"sg","language":"zh","title":"锂电池重大突破！马斯克：特斯拉实现干电极电池规模化生产","url":"https://stock-news.laohu8.com/highlight/detail?id=2608880857","media":"华尔街见闻","summary":"特斯拉首席执行官马斯克证实，公司已攻克并实现了干电极工艺的规模化生产，他称此为锂电池生产技术的 “重大进展”。该技术摒弃了传统有毒溶剂和昂贵干燥步骤，能大幅降低制造成本和能耗，并有望提升电池能量密度与寿命，这将为特斯拉在电动汽车与快速增长的储能业务中，巩固成本与效率优势提供关键支撑。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>首席执行官马斯克证实，该公司已攻克锂电池制造领域的关键技术瓶颈，成功实现干电极工艺的规模化生产。这一突破被马斯克称为锂电池生产技术的“重大进展”，标志着电动汽车行业在降低制造成本与提升生产效率方面迈出了关键一步。</p><p>马斯克在社交媒体平台X上对此表态称，将干电极工艺从实验室推向规模化量产极具挑战性，是一项“极其困难”的任务。他特别向特斯拉的工程、生产、供应链团队及战略合作伙伴致以祝贺，确认公司已解决这一长期困扰电池行业的技术难题。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/f8e1f968ac4f14a0bbdf316ac74b892a\" tg-width=\"1024\" tg-height=\"447\"/></p><p>该消息发布之际，特斯拉的储能业务正展现出强劲增长势头，而干电极技术的落地有望进一步巩固其在能源存储和电动汽车领域的竞争优势。尽管特斯拉股价在周五收盘上涨3.32%至430.41美元，但在盘后交易中跌1.65%，市场正密切关注这一技术革新对未来利润率的潜在提振作用。</p><p>特斯拉官方进一步阐述了该技术的商业价值，指出干电极制造工艺不仅能大幅削减成本和能源消耗，还能显著简化工厂流程，并“极大地”提升了可扩展性。<strong>这一进展意味着特斯拉可能在未来的电池产能扩张中拥有更低的资本支出需求和更高的生产灵活性。</strong></p><h2 id=\"id_1709188775\">规模化量产：从“不可能”到现实</h2><p>此次突破的核心在于解决了一项长期被业界视为难以量产的技术。社交媒体用户@tslaming在X上分享了特斯拉的相关专利文件，随后引发了马斯克的确认回应。@tslaming指出，电池行业多年来普遍认为大规模生产干电极是不可能的，视其为一种无法扩展的“实验室把戏”。然而，特斯拉最新公布的专利申请显示，公司已锁定了干电极制造的“秘密配方”。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/52ff4c58008ee84ed9de093dd7ce05bb\" tg-width=\"1024\" tg-height=\"889\"/></p><p>马斯克在回应中强调了实现这一目标的难度，称其为锂电池生产技术的重大突破。这一技术的成功落地，打破了传统电池制造中对湿法溶剂涂布工艺的依赖，验证了干法工艺在工业级生产环境中的可行性。</p><h2 id=\"id_1673764354\">技术优势：更低成本与更高效率</h2><p>根据特斯拉官方及专利披露的信息，干电极工艺相比传统湿法工艺具有显著的成本和环保优势。简而言之，该工艺摒弃了对N-甲基吡咯烷酮（NMP）等有毒湿溶剂的需求，这类溶剂通常对环境和人类健康构成重大风险。</p><p>在传统工艺中，电极涂布需要使用湿溶剂，随后需要巨大的干燥炉进行烘干。而干电极工艺则通过热或压力直接将活性材料涂布在电极上。这种方法不仅简化了制造流程，消除了昂贵的干燥步骤，还减少了能源消耗和工厂占地面积。</p><p>此外，该技术还带来了性能上的提升。相关专利显示，特斯拉设计了一种纯干式正极，能够以极少的粘合剂（低至1.25%）提供最大能量，从而提升电池的能量密度、续航里程及性能。同时，该工艺能更好地保持粒子完整性，延长电池寿命（例如在2000次循环后仍保持约90%的容量）。</p><h2 id=\"id_506923072\">业务背景：储能增长与汽车销量挑战</h2><p>这一技术突破正值特斯拉业务发展的关键时期。公司第四季度财报显示，其能源存储业务保持稳定增长，年度能源存储部署量攀升至46.7吉瓦时（GWh）。早在第三季度，特斯拉的能源存储收入就已录得44%的同比激增，达到34亿美元。<strong>干电极技术的应用预计将进一步支持电动汽车和电网存储产品的廉价、高效制造。</strong></p><p>然而，特斯拉在汽车销售端面临一定压力。数据显示，2025年12月，特斯拉在欧洲市场的销量为35,280辆，较2024年同期的44,190辆同比下降了20.2%。在<strong>此背景下，通过技术革新降低核心零部件成本，对于特斯拉维持市场竞争力和利润率显得尤为重要。</strong></p><p><strong>据BenzingaEdgeRankings数据，特斯拉目前在动量指标上得分良好，且长期价格趋势有利。</strong></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>锂电池重大突破！马斯克：特斯拉实现干电极电池规模化生产</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; 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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锂电池重大突破！马斯克：特斯拉实现干电极电池规模化生产\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-02 18:54 北京时间 <a href=https://wallstreetcn.com/articles/3764749><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉首席执行官马斯克证实，该公司已攻克锂电池制造领域的关键技术瓶颈，成功实现干电极工艺的规模化生产。这一突破被马斯克称为锂电池生产技术的“重大进展”，标志着电动汽车行业在降低制造成本与提升生产效率方面迈出了关键一步。马斯克在社交媒体平台X上对此表态称，将干电极工艺从实验室推向规模化量产极具挑战性，是一项“极其困难”的任务。他特别向特斯拉的工程、生产、供应链团队及战略合作伙伴致以祝贺，确认公司已...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3764749\">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/340d3c04436bbba1df239d6d4a7e3fd2","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3764749","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2608880857","content_text":"特斯拉首席执行官马斯克证实，该公司已攻克锂电池制造领域的关键技术瓶颈，成功实现干电极工艺的规模化生产。这一突破被马斯克称为锂电池生产技术的“重大进展”，标志着电动汽车行业在降低制造成本与提升生产效率方面迈出了关键一步。马斯克在社交媒体平台X上对此表态称，将干电极工艺从实验室推向规模化量产极具挑战性，是一项“极其困难”的任务。他特别向特斯拉的工程、生产、供应链团队及战略合作伙伴致以祝贺，确认公司已解决这一长期困扰电池行业的技术难题。该消息发布之际，特斯拉的储能业务正展现出强劲增长势头，而干电极技术的落地有望进一步巩固其在能源存储和电动汽车领域的竞争优势。尽管特斯拉股价在周五收盘上涨3.32%至430.41美元，但在盘后交易中跌1.65%，市场正密切关注这一技术革新对未来利润率的潜在提振作用。特斯拉官方进一步阐述了该技术的商业价值，指出干电极制造工艺不仅能大幅削减成本和能源消耗，还能显著简化工厂流程，并“极大地”提升了可扩展性。这一进展意味着特斯拉可能在未来的电池产能扩张中拥有更低的资本支出需求和更高的生产灵活性。规模化量产：从“不可能”到现实此次突破的核心在于解决了一项长期被业界视为难以量产的技术。社交媒体用户@tslaming在X上分享了特斯拉的相关专利文件，随后引发了马斯克的确认回应。@tslaming指出，电池行业多年来普遍认为大规模生产干电极是不可能的，视其为一种无法扩展的“实验室把戏”。然而，特斯拉最新公布的专利申请显示，公司已锁定了干电极制造的“秘密配方”。马斯克在回应中强调了实现这一目标的难度，称其为锂电池生产技术的重大突破。这一技术的成功落地，打破了传统电池制造中对湿法溶剂涂布工艺的依赖，验证了干法工艺在工业级生产环境中的可行性。技术优势：更低成本与更高效率根据特斯拉官方及专利披露的信息，干电极工艺相比传统湿法工艺具有显著的成本和环保优势。简而言之，该工艺摒弃了对N-甲基吡咯烷酮（NMP）等有毒湿溶剂的需求，这类溶剂通常对环境和人类健康构成重大风险。在传统工艺中，电极涂布需要使用湿溶剂，随后需要巨大的干燥炉进行烘干。而干电极工艺则通过热或压力直接将活性材料涂布在电极上。这种方法不仅简化了制造流程，消除了昂贵的干燥步骤，还减少了能源消耗和工厂占地面积。此外，该技术还带来了性能上的提升。相关专利显示，特斯拉设计了一种纯干式正极，能够以极少的粘合剂（低至1.25%）提供最大能量，从而提升电池的能量密度、续航里程及性能。同时，该工艺能更好地保持粒子完整性，延长电池寿命（例如在2000次循环后仍保持约90%的容量）。业务背景：储能增长与汽车销量挑战这一技术突破正值特斯拉业务发展的关键时期。公司第四季度财报显示，其能源存储业务保持稳定增长，年度能源存储部署量攀升至46.7吉瓦时（GWh）。早在第三季度，特斯拉的能源存储收入就已录得44%的同比激增，达到34亿美元。干电极技术的应用预计将进一步支持电动汽车和电网存储产品的廉价、高效制造。然而，特斯拉在汽车销售端面临一定压力。数据显示，2025年12月，特斯拉在欧洲市场的销量为35,280辆，较2024年同期的44,190辆同比下降了20.2%。在此背景下，通过技术革新降低核心零部件成本，对于特斯拉维持市场竞争力和利润率显得尤为重要。据BenzingaEdgeRankings数据，特斯拉目前在动量指标上得分良好，且长期价格趋势有利。","news_type":1,"symbols_score_info":{"TSLA":2}},"isVote":1,"tweetType":1,"viewCount":387,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3574555680129584","authorId":"3574555680129584","name":"广东深圳彭于晏","avatar":"https://static.tigerbbs.com/d6311a9c8565d5a21fa8377ae48a47b2","crmLevel":9,"crmLevelSwitch":0,"idStr":"3574555680129584","authorIdStr":"3574555680129584"},"content":"大佬，近期有没有比较关注或看好的方向啊？","text":"大佬，近期有没有比较关注或看好的方向啊？","html":"大佬，近期有没有比较关注或看好的方向啊？"},{"author":{"id":"63060731270784","authorId":"63060731270784","name":"投资是种休行","avatar":"https://static.tigerbbs.com/0c5a39ef2e8a38212af8843d6e9f6dc3","crmLevel":8,"crmLevelSwitch":0,"idStr":"63060731270784","authorIdStr":"63060731270784"},"content":"前辈。晚上PLTR财报怎么看..","text":"前辈。晚上PLTR财报怎么看..","html":"前辈。晚上PLTR财报怎么看.."}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":527557330023608,"gmtCreate":1769819081153,"gmtModify":1769827096485,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 政府又要关门了<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> ","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a> 政府又要关门了<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> ","text":"$特斯拉(TSLA)$ 政府又要关门了$英特尔(INTC)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527557330023608","isVote":1,"tweetType":1,"viewCount":1808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":527232798843456,"gmtCreate":1769727193670,"gmtModify":1769727195960,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"title":"","htmlText":"故障频出，澳大利亚销量下滑","listText":"故障频出，澳大利亚销量下滑","text":"故障频出，澳大利亚销量下滑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527232798843456","repostId":"2607269032","repostType":2,"repost":{"id":"2607269032","kind":"news","pubTimestamp":1769702499,"share":"https://www.laohu8.com/m/news/2607269032?lang=zh_CN&edition=full","pubTime":"2026-01-30 00:01","market":"us","language":"zh","title":"特斯拉的“印钞机”：不在公路上，而在电网里","url":"https://stock-news.laohu8.com/highlight/detail?id=2607269032","media":"汽车产业前线观察","summary":"而支撑这一切的，是那些静静矗立在电网边缘的——Megapack巨型储能集装箱“马斯克真正的‘印钞机’，不在公路上，而在电网里。”03 金句点睛：AI吃电，特斯拉“卖饭”讽刺的是，马斯克押注的AI与机器人，恰恰成了能源业务的最大推手。反观汽车业务，即便FSD成功，也难逃硬件同质化与价格战；而能源业务，正成为特斯拉最稳定、最性感的现金牛。特斯拉的故事，或许从来就不是关于车，而是关于如何让人类更高效地使用能源。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20260130002253477v206jfrdkp2lpl9\"/><p>当全世界都在讨论Model Y销量下滑、Cybertruck无人问津、Optimus机器人还在递水时，</p><p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>悄悄干了一件更赚钱的事：</p><p>2025年第四季度，能源存储业务单季部署量达14.1 GWh，创历史新高；</p><p>毛利润高达11亿美元，连续第五个季度刷新纪录。</p><p>更惊人的是：</p><p>全球已有超100万套Powerwall家用电池在运行，每年为用户省下约10亿美元电费。</p><p>而支撑这一切的，是那些静静矗立在电网边缘的——</p><p>Megapack巨型储能集装箱</p><p>“马斯克真正的‘印钞机’，不在公路上，而在电网里。”</p><p><strong>01 汽车失速，能源狂奔：特斯拉的“第二曲线”已成</strong></p><p>2025年，特斯拉汽车业务遭遇寒流：</p><p>— Model 3/Y产品老化，缺乏爆款；</p><p>— Cybertruck交付惨淡，沦为“展厅玩具”；</p><p>— FSD进展缓慢，Robotaxi遥遥无期。</p><p>与此同时，其能源板块却逆势高飞：</p><p>Megapack订单排到2027年，客户从加州公用事业公司，扩展到AI数据中心巨头。</p><p>为什么？</p><p>因为AI正在吞噬电力。</p><p>一个大型AI训练集群，日均耗电堪比一座小型城市。</p><p>而电网无法瞬间扩容，于是——</p><p>Megapack成了“电力缓冲器”。</p><p>它在夜间低价充电，白天高价放电，既平抑电价波动，又保障数据中心7×24小时稳定供电。</p><p><strong>02 转折：从“电动车公司”到“能源基础设施商”</strong></p><p>很多人仍把特斯拉当作汽车公司，但它的野心早已超越四个轮子。</p><p>如今的特斯拉能源生态，已形成完整闭环：</p><p>️发电端：太阳能屋顶 + 光伏电站</p><p>存储端：家用Powerwall + 工业Megapack</p><p>应用端：Supercharger超充站（部分已实现完全离网）</p><p>以加州Lost Hills超充站为例：</p><p>全球最大，由太阳能农场 + Megapack电池供电，不依赖任何外部电网——</p><p>这不仅是技术秀，更是未来能源网络的微型样板。</p><p><strong>03 金句点睛：AI吃电，特斯拉“卖饭”</strong></p><p>讽刺的是，马斯克押注的AI与机器人，恰恰成了能源业务的最大推手。</p><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/META\">Meta</a>们疯狂建AI数据中心，每座都像“电力黑洞”。</p><p>而特斯拉不卖芯片，不写算法，只提供最底层的解决方案：</p><p>“你负责烧电，我负责供能。”</p><p>“当别人在卷大模型参数，特斯拉在卷电池密度——后者才是AI时代的水电煤。”</p><p>这种定位，让特斯拉避开了消费市场的价格战，直接切入B2B基础设施赛道，</p><p>毛利率更高，客户粘性更强，且政策风险更低。</p><p><strong>04 案例深挖：Megapack如何改变电网游戏规则？</strong></p><p>在澳大利亚，特斯拉Megapack帮助<a href=\"https://laohu8.com/S/VCP.UK\">维多利亚</a>州电网在极端高温下避免大范围停电；</p><p>在美国德州，它让风电场在无风夜晚仍能持续供电；</p><p>在中国内蒙古，它配合光伏电站，将弃光率从15%降至3%以下。</p><p>这些项目看似“传统”，却是能源转型的真实刚需。</p><p>相比炫酷但遥远的机器人，Megapack今天就能赚钱、省钱、保安全。</p><p><strong>05 未来展望：能源，才是特斯拉的终极护城河</strong></p><p>马斯克曾说：“可持续能源是特斯拉的使命。”</p><p>过去人们以为这只是口号，如今才明白——</p><p>汽车只是入口，能源才是终局</p><p>随着全球碳中和加速，储能市场将以30%+年增速扩张。</p><p>而特斯拉凭借：</p><p>— 自研电芯与BMS系统；</p><p>— 规模化制造能力（内华达工厂年产数万套）；</p><p>— 软件调度平台（Autobidder智能交易系统），</p><p>已构筑起难以逾越的壁垒。</p><p>反观汽车业务，即便FSD成功，也难逃硬件同质化与价格战；</p><p>而能源业务，正成为特斯拉最稳定、最性感的现金牛。</p><p><strong>结语：真正的颠覆，往往静默无声</strong></p><p>我们总被自动驾驶、人形机器人吸引，却忽略了那些没有轮子、不会说话的铁箱子——</p><p>它们正默默重塑全球能源格局。</p><p>特斯拉的故事，或许从来就不是关于车，而是关于如何让人类更高效地使用能源。</p></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\" 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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特斯拉的“印钞机”：不在公路上，而在电网里\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-30 00:01 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026013000230497a406fa&s=b><strong>汽车产业前线观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当全世界都在讨论Model Y销量下滑、Cybertruck无人问津、Optimus机器人还在递水时，特斯拉悄悄干了一件更赚钱的事：2025年第四季度，能源存储业务单季部署量达14.1 GWh，创历史新高；毛利润高达11亿美元，连续第五个季度刷新纪录。更惊人的是：全球已有超100万套Powerwall家用电池在运行，每年为用户省下约10亿美元电费。而支撑这一切的，是那些静静矗立在电网边缘的——...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026013000230497a406fa&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":{"LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) 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除英伟达和苹果外，谷歌、微软、AWS、高通、博通、超微和特斯拉等企业也在与英特尔洽谈合作。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/526636009198232","isVote":1,"tweetType":1,"viewCount":3276,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3510221452394545","authorId":"3510221452394545","name":"峰峰哥","avatar":"https://static.tigerbbs.com/85d4d64b2b473a7bc65f8acf3ba86479","crmLevel":5,"crmLevelSwitch":1,"idStr":"3510221452394545","authorIdStr":"3510221452394545"},"content":"大佬的意思是看多？","text":"大佬的意思是看多？","html":"大佬的意思是看多？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":525997771727912,"gmtCreate":1769442308662,"gmtModify":1769442310697,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"title":"","htmlText":"<a 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","text":"$巴西ETF-iShares MSCI(EWZ)$","images":[{"img":"https://static.tigerbbs.com/0d06004dbf6ac0e07e2335519ac35dd2","width":"1080","height":"2226"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/525839698461984","isVote":1,"tweetType":1,"viewCount":631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":524994640375808,"gmtCreate":1769177355793,"gmtModify":1769177357690,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 良率每个月7到8个点的提升，年底达产啊，说良率不达标是不是有点凡尔赛啊。看开盘市场怎么解读","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 良率每个月7到8个点的提升，年底达产啊，说良率不达标是不是有点凡尔赛啊。看开盘市场怎么解读","text":"$英特尔(INTC)$ 良率每个月7到8个点的提升，年底达产啊，说良率不达标是不是有点凡尔赛啊。看开盘市场怎么解读","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/524994640375808","isVote":1,"tweetType":1,"viewCount":1668,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":4,"crmLevelSwitch":0,"idStr":"3512032956627506","authorIdStr":"3512032956627506"},"content":"目前是还在和台积电竞争14a呢，很难讲会不会成功，但是起码不是垫底。","text":"目前是还在和台积电竞争14a呢，很难讲会不会成功，但是起码不是垫底。","html":"目前是还在和台积电竞争14a呢，很难讲会不会成功，但是起码不是垫底。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524950299004928,"gmtCreate":1769166530264,"gmtModify":1769166532458,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"title":"","htmlText":"看了具体内容并没有预期的那么糟糕","listText":"看了具体内容并没有预期的那么糟糕","text":"看了具体内容并没有预期的那么糟糕","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524950299004928","repostId":"2605447653","repostType":2,"repost":{"id":"2605447653","kind":"news","pubTimestamp":1769160959,"share":"https://www.laohu8.com/m/news/2605447653?lang=zh_CN&edition=full","pubTime":"2026-01-23 17:35","market":"us","language":"zh","title":"英特尔将 PC 处理器产能分配给服务器 CPU，Panther Lake、Arrow Lake 等产品不受影响","url":"https://stock-news.laohu8.com/highlight/detail?id=2605447653","media":"IT之家","summary":"英特尔首席财务官 David Zinsner 在第四季度财报电话会议上解释了下调业绩展望原因：DCAI和 CCG两个部门都会受到供应限制的影响。简单来说，英特尔目前使用 Intel 7、Intel 3 工艺来生产最新的服务器端至强处理器“Granite Rapids”、“Sierra Forest”。而这些工艺节点如今会被重新分配给 DCAI 事业部，导致 CCG 部门的供给减少。不过值得注意的是，CCG 部门最新款“Panther Lake”处理器采用的是 18A 工艺，因此不会受到此次调整影响，且 Arrow Lake 等处理器实际上是在台积电生产，因此也不会受到影响。","content":"<html><body><article><p>IT之家 1 月 23 日消息，据科技媒体 TechPower Up 今天报道，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>于昨日美股收盘后公布了 2025 年第四季度财报以及全年财报，同时给出了低于市场预期的 2026 年第一季度业绩指引。受此影响，<strong>公司股价预计在今天开盘时下跌约 11%</strong>。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260123173930947d1527q44it6vbp6\"/><p>英特尔首席财务官 David Zinsner 在第四季度财报电话会议上解释了下调业绩展望原因：</p><p>DCAI（数据中心与人工智能事业群）和 CCG（用户端运算事业群）两个部门都会受到供应限制的影响。我们正在尽可能将更多资源转向数据中心以满足需求，<strong>但我们也不可能完全放弃普通客户市场</strong>。</p><p>因此我们正在尽最大努力同时支持这两个领域，并逐步解决当前供应问题。</p><p>我相信第一季度将是最低点，第二季度的供应情况会有所改善。这其中的部分挑战在于，去年第三、第四季度我们主要依赖产能供应，同时还有相当多成品库存可以消化。不过今年的情况不一样，<strong>目前的库存水平已下降至巅峰时期的 40%</strong>。</p><p>简单来说，英特尔目前使用 Intel 7、Intel 3 工艺来生产最新的服务器端至强处理器“Granite Rapids”、“Sierra Forest”。<strong>而这些工艺节点如今会被重新分配给 DCAI 事业部</strong>，<strong>导致 CCG 部门的供给减少</strong>。</p><p>不过值得注意的是，<strong>CCG 部门最新款“Panther Lake”处理器采用的是 18A 工艺</strong>，因此不会受到此次调整影响，且 Arrow Lake 等处理器实际上是在<a href=\"https://laohu8.com/S/TSM\">台积电</a>生产，因此也不会受到影响。</p></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>英特尔将 PC 处理器产能分配给服务器 CPU，Panther Lake、Arrow Lake 等产品不受影响</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 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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英特尔将 PC 处理器产能分配给服务器 CPU，Panther Lake、Arrow Lake 等产品不受影响\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-23 17:35 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260123174103a44de503&s=b><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT之家 1 月 23 日消息，据科技媒体 TechPower Up 今天报道，英特尔于昨日美股收盘后公布了 2025 年第四季度财报以及全年财报，同时给出了低于市场预期的 2026 年第一季度业绩指引。受此影响，公司股价预计在今天开盘时下跌约 11%。英特尔首席财务官 David Zinsner 在第四季度财报电话会议上解释了下调业绩展望原因：DCAI（数据中心与人工智能事业群）和 CCG（...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260123174103a44de503&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":{"BK4209":"餐馆","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","BK4579":"人工智能","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4605":"半导体精选","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","04335":"英特尔-T","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4512":"苹果概念","BK4527":"明星科技股","BK4543":"AI","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4585":"ETF&股票定投概念","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4529":"IDC概念","BK4602":"量子计算概念","BK4575":"芯片概念","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","BK4535":"淡马锡持仓","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","BK4612":"AI芯片","BK4515":"5G概念","INTC":"英特尔"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260123174103a44de503&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2605447653","content_text":"IT之家 1 月 23 日消息，据科技媒体 TechPower Up 今天报道，英特尔于昨日美股收盘后公布了 2025 年第四季度财报以及全年财报，同时给出了低于市场预期的 2026 年第一季度业绩指引。受此影响，公司股价预计在今天开盘时下跌约 11%。英特尔首席财务官 David Zinsner 在第四季度财报电话会议上解释了下调业绩展望原因：DCAI（数据中心与人工智能事业群）和 CCG（用户端运算事业群）两个部门都会受到供应限制的影响。我们正在尽可能将更多资源转向数据中心以满足需求，但我们也不可能完全放弃普通客户市场。因此我们正在尽最大努力同时支持这两个领域，并逐步解决当前供应问题。我相信第一季度将是最低点，第二季度的供应情况会有所改善。这其中的部分挑战在于，去年第三、第四季度我们主要依赖产能供应，同时还有相当多成品库存可以消化。不过今年的情况不一样，目前的库存水平已下降至巅峰时期的 40%。简单来说，英特尔目前使用 Intel 7、Intel 3 工艺来生产最新的服务器端至强处理器“Granite Rapids”、“Sierra Forest”。而这些工艺节点如今会被重新分配给 DCAI 事业部，导致 CCG 部门的供给减少。不过值得注意的是，CCG 部门最新款“Panther Lake”处理器采用的是 18A 工艺，因此不会受到此次调整影响，且 Arrow Lake 等处理器实际上是在台积电生产，因此也不会受到影响。","news_type":1,"symbols_score_info":{"INTC":1.96,"04335":1.96}},"isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524853576749368,"gmtCreate":1769164761681,"gmtModify":1769164764542,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 针对外界对18A良率的担忧，陈立武坦言目前的良率虽符合内部计划，但仍未达到其理想预期。 他表示：“我们对无法完全满足市场需求感到失望……良率与我们的内部计划一致，但它们仍然低于我希望达到的水平”。 他还提到18A的良率每月都在改善，目标每月提高7%至8%。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 针对外界对18A良率的担忧，陈立武坦言目前的良率虽符合内部计划，但仍未达到其理想预期。 他表示：“我们对无法完全满足市场需求感到失望……良率与我们的内部计划一致，但它们仍然低于我希望达到的水平”。 他还提到18A的良率每月都在改善，目标每月提高7%至8%。","text":"$英特尔(INTC)$ 针对外界对18A良率的担忧，陈立武坦言目前的良率虽符合内部计划，但仍未达到其理想预期。 他表示：“我们对无法完全满足市场需求感到失望……良率与我们的内部计划一致，但它们仍然低于我希望达到的水平”。 他还提到18A的良率每月都在改善，目标每月提高7%至8%。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524853576749368","isVote":1,"tweetType":1,"viewCount":3336,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524853187069328,"gmtCreate":1769164658672,"gmtModify":1769164660848,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"title":"","htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524853187069328","repostId":"2605423283","repostType":2,"repost":{"id":"2605423283","kind":"news","pubTimestamp":1769143051,"share":"https://www.laohu8.com/m/news/2605423283?lang=zh_CN&edition=full","pubTime":"2026-01-23 12:37","market":"us","language":"zh","title":"直面AMD Zen6！Intel重申：Nova Lake桌面CPU年底正常发布","url":"https://stock-news.laohu8.com/highlight/detail?id=2605423283","media":"快科技","summary":"快科技1月23日消息，Intel今天正式发布了最新的财报，在重申了其对消费市场的承诺。Intel CEO陈立武指出，受限于全行业的内存供应紧张及价格飙升，Intel目前的客户端CPU库存处于“贫瘠”状态，这可能会限制今年笔记本与桌面市场的出货潜力。其同时确认一代Nova Lake桌面CPU将按计划于2026年底发布，届时会与AMD即将推出的Zen 6 CPU展开竞争。Nova Lake将是英特尔首款采用18A工艺的桌面CPU，而14A工艺将在2027年底进入风险生产，并于2028年全面投产。","content":"<html><body><article><p>快科技1月23日消息，Intel今天正式发布了最新的财报，在重申了其对消费市场的承诺。</p><p>目前数据中心与AI业务正占据Intel更多的晶圆资源，首席财务官David Zinsner表示：<strong>“我们正在尽可能多地将内部晶圆供应转向数据中心，但我们不能完全放弃消费市场。”</strong></p><p>Intel CEO陈立武指出，受限于全行业的内存供应紧张及价格飙升，Intel目前的客户端CPU库存处于“贫瘠（Lean）”状态，这可能会限制今年笔记本与桌面市场的<span>出货</span>潜力。</p><p><strong>其同时确认一代Nova Lake桌面CPU将按计划于2026年底发布，届时会与<a href=\"https://laohu8.com/S/AMD\">AMD</a>即将推出的Zen 6 CPU展开竞争。</strong></p><p>Nova Lake将是<a href=\"https://laohu8.com/S/INTC\">英特尔</a>首款采用18A工艺的桌面CPU，而14A工艺将在2027年底进入风险生产，并于2028年全面投产。</p><p><strong>针对外界对18A良率的担忧，陈立武坦言目前的良率虽符合内部计划，但仍未达到其<a href=\"https://laohu8.com/S/LI\">理想</a>预期。</strong></p><p>他表示：“我们对无法完全满足市场需求感到失望……良率与我们的内部计划一致，但它们仍然低于我希望达到的水平”。</p><p>他还提到18A的良率每月都在改善，目标每月提高7%至8%。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260123123925193d163iznjlnwz9b2\"/></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>直面AMD Zen6！Intel重申：Nova Lake桌面CPU年底正常发布</title>\n<style 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}\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直面AMD Zen6！Intel重申：Nova Lake桌面CPU年底正常发布\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-23 12:37 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260123123929a44caf18&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技1月23日消息，Intel今天正式发布了最新的财报，在重申了其对消费市场的承诺。目前数据中心与AI业务正占据Intel更多的晶圆资源，首席财务官David Zinsner表示：“我们正在尽可能多地将内部晶圆供应转向数据中心，但我们不能完全放弃消费市场。”Intel CEO陈立武指出，受限于全行业的内存供应紧张及价格飙升，Intel目前的客户端CPU库存处于“贫瘠（Lean）”状态，这可能会...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260123123929a44caf18&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":{"LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","AMDG":"2倍做多AMD ETF- Leverage Shares","BK4612":"AI芯片","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","BK4614":"Manus概念股","BK4579":"人工智能","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","DAMD":"2倍做空AMD ETF-Defiance","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4573":"虚拟现实","AMDU":"Defiance Leveraged Long + Income AMD ETF","BK4532":"文艺复兴科技持仓","AMDW":"Roundhill AMD WeeklyPay ETF","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","BK4543":"AI","BK4512":"苹果概念","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) 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(acc)","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","BK4575":"芯片概念","LU0109392836.USD":"富兰克林科技股A","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260123123929a44caf18&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2605423283","content_text":"快科技1月23日消息，Intel今天正式发布了最新的财报，在重申了其对消费市场的承诺。目前数据中心与AI业务正占据Intel更多的晶圆资源，首席财务官David Zinsner表示：“我们正在尽可能多地将内部晶圆供应转向数据中心，但我们不能完全放弃消费市场。”Intel CEO陈立武指出，受限于全行业的内存供应紧张及价格飙升，Intel目前的客户端CPU库存处于“贫瘠（Lean）”状态，这可能会限制今年笔记本与桌面市场的出货潜力。其同时确认一代Nova Lake桌面CPU将按计划于2026年底发布，届时会与AMD即将推出的Zen 6 CPU展开竞争。Nova Lake将是英特尔首款采用18A工艺的桌面CPU，而14A工艺将在2027年底进入风险生产，并于2028年全面投产。针对外界对18A良率的担忧，陈立武坦言目前的良率虽符合内部计划，但仍未达到其理想预期。他表示：“我们对无法完全满足市场需求感到失望……良率与我们的内部计划一致，但它们仍然低于我希望达到的水平”。他还提到18A的良率每月都在改善，目标每月提高7%至8%。","news_type":1,"symbols_score_info":{"AMD":0.9,"AMYY":0.6,"AMDW":0.6,"AMDG":0.6,"04335":1.95,"DAMD":0.6,"AMUU":0.6,"AMDY":0.6,"INTC":1.95,"AMDU":0.6,"AMDD":0.6}},"isVote":1,"tweetType":1,"viewCount":359,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}