社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
火火兔爸
IP属地：浙江
+关注
帖子 · 1,526
帖子 · 1,526
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
火火兔爸
火火兔爸
·
01-31 08:24
$特斯拉(TSLA)$
政府又要关门了
$英特尔(INTC)$
看
1,726
回复
评论
点赞
1
编组 21备份 2
分享
举报
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
看
200
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
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。
看
3,272
回复
2
点赞
点赞
编组 21备份 2
分享
举报
火火兔爸
火火兔爸
·
01-26
$苹果(AAPL)$
唯一的避风港
看
174
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
火火兔爸
火火兔爸
·
01-26
$巴西ETF-iShares MSCI(EWZ)$
看
630
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
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
看
1,661
回复
1
点赞
点赞
编组 21备份 2
分享
举报
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
看
216
回复
评论
点赞
1
编组 21备份 2
分享
举报
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%。
看
3,329
回复
评论
点赞
1
编组 21备份 2
分享
举报
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
看
345
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
火火兔爸
火火兔爸
·
01-23
要看市场是否处于乐观阶段
看
360
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
加载更多
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3546249304196282","uuid":"3546249304196282","gmtCreate":1583155281832,"gmtModify":1704447476895,"name":"火火兔爸","pinyin":"hhtbhuohuotuba","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","hatId":"ca_profile_frame_DWr5S1","hatName":"","vip":1,"status":2,"fanSize":446,"headSize":131,"tweetSize":1526,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":4,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":7,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"9df0feab09f641fbb7250e9d275b592d-1","templateUuid":"9df0feab09f641fbb7250e9d275b592d","name":"尊享百万美金里程碑（2025）","description":"2025年度投资收益超越100万美金","bigImgUrl":"https://static.tigerbbs.com/00e8617cb071ed97ce3beab8b2d42f70","smallImgUrl":"https://static.tigerbbs.com/00e8617cb071ed97ce3beab8b2d42f70","grayImgUrl":"https://static.tigerbbs.com/d86cdc6208765232493ea0a0f2697ebd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":2,"allocatedDate":"2026.01.29","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":4001},{"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,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.08.24","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-1","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识体验官","description":"观看学堂课程满5节","bigImgUrl":"https://static.tigerbbs.com/fb5ae275631fb96a92d475cdc85d2302","smallImgUrl":"https://static.tigerbbs.com/c2660a1935bd2105e97c9915619936c3","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.08.19","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2006},{"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,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.61%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"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,"redirectLink":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},{"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,"redirectLink":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":1100},{"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,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.07%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":7,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":9,"crmLevelSwitch":1,"location":"浙江","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":51,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"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,"authorIdStr":"3546249304196282","idStr":"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":1726,"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,"authorIdStr":"3546249304196282","idStr":"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\" 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>特斯拉的“印钞机”：不在公路上，而在电网里</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) INC","BK4527":"明星科技股","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","TESL":"Simplify Volt TSLA Revolution ETF","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4612":"AI芯片","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","TSYY":"收益增强TSLA ETF-GraniteShares","TSDD":"2倍做空TSLA ETF-GraniteShares","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","BK4574":"无人驾驶","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1861215975.USD":"贝莱德新一代科技基金 A2","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1548497426.USD":"安联环球人工智能AT Acc","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","BK4581":"高盛持仓","BK4543":"AI","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","BK4511":"特斯拉概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","TSII":"REX TSLA Growth & Income ETF","BK4516":"特朗普概念","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","TSL":"1.25倍做多TSLA ETF-GraniteShares","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","BK4592":"伊斯兰概念","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","TSLG":"2倍做多TSLA ETF-Leverage Shares","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","TSLI":"2倍做多TSLA ETF-ProShares","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","BK4548":"巴美列捷福持仓","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","TSLO":"2倍上限加速TSLA ETF-Leverage Shares","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","TSLP":"TSLA收益溢价策略ETF-Kurv","LU0823411888.USD":"法巴消费创新基金 Cap","TSLQ":"2倍做空TSLA ETF-Tradr","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","TSLR":"2倍做多TSLA ETF-GraniteShares","BK4099":"汽车制造商","BK4585":"ETF&股票定投概念","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","TSLS":"1倍做空TSLA ETF-Direxion","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","BK4555":"新能源车","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","TSLT":"2倍做多TSLA ETF-T-Rex","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","TSLW":"TSLA周配息ETF-Roundhill","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","TSLY":"TSLA期权收益策略ETF-YieldMax","LU2063271972.USD":"富兰克林创新领域基金","TSLZ":"2倍做空TSLA ETF-T-Rex","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","BK4598":"佩洛西持仓","BK4551":"寇图资本持仓","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","CRSH":"做空TSLA 期权收益策略ETF-YieldMax","LU0056508442.USD":"贝莱德世界科技基金A2","LU0823414478.USD":"法巴经典能源转换基金","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","07766":"南方两倍做多特斯拉","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","TSLA":"特斯拉","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4604":"机器人概念"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026013000230497a406fa&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2607269032","content_text":"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——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。”01 汽车失速，能源狂奔：特斯拉的“第二曲线”已成2025年，特斯拉汽车业务遭遇寒流：— Model 3/Y产品老化，缺乏爆款；— Cybertruck交付惨淡，沦为“展厅玩具”；— FSD进展缓慢，Robotaxi遥遥无期。与此同时，其能源板块却逆势高飞：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。为什么？因为AI正在吞噬电力。一个大型AI训练集群，日均耗电堪比一座小型城市。而电网无法瞬间扩容，于是——Megapack成了“电力缓冲器”。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。02 转折：从“电动车公司”到“能源基础设施商”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。如今的特斯拉能源生态，已形成完整闭环：️发电端：太阳能屋顶 + 光伏电站存储端：家用Powerwall + 工业Megapack应用端：Supercharger超充站（部分已实现完全离网）以加州Lost Hills超充站为例：全球最大，由太阳能农场 + Megapack电池供电，不依赖任何外部电网——这不仅是技术秀，更是未来能源网络的微型样板。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。英伟达、微软、Meta们疯狂建AI数据中心，每座都像“电力黑洞”。而特斯拉不卖芯片，不写算法，只提供最底层的解决方案：“你负责烧电，我负责供能。”“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。”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，毛利率更高，客户粘性更强，且政策风险更低。04 案例深挖：Megapack如何改变电网游戏规则？在澳大利亚，特斯拉Megapack帮助维多利亚州电网在极端高温下避免大范围停电；在美国德州，它让风电场在无风夜晚仍能持续供电；在中国内蒙古，它配合光伏电站，将弃光率从15%降至3%以下。这些项目看似“传统”，却是能源转型的真实刚需。相比炫酷但遥远的机器人，Megapack今天就能赚钱、省钱、保安全。05 未来展望：能源，才是特斯拉的终极护城河马斯克曾说：“可持续能源是特斯拉的使命。”过去人们以为这只是口号，如今才明白——汽车只是入口，能源才是终局随着全球碳中和加速，储能市场将以30%+年增速扩张。而特斯拉凭借：— 自研电芯与BMS系统；— 规模化制造能力（内华达工厂年产数万套）；— 软件调度平台（Autobidder智能交易系统），已构筑起难以逾越的壁垒。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。结语：真正的颠覆，往往静默无声我们总被自动驾驶、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——它们正默默重塑全球能源格局。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。","news_type":1,"symbols_score_info":{"TSLQ":0.6,"TSLO":0.6,"TSLZ":0.6,"TSLS":0.6,"TSLW":0.6,"TSLP":0.6,"CRSH":0.6,"TSL":0.6,"TSLG":0.6,"TSDD":0.6,"TSLR":0.6,"TSII":0.6,"TSLY":0.6,"TSLT":0.6,"TSLA":1.98,"TSLI":0.6,"07766":0.6,"TSYY":0.6,"TESL":0.6}},"isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526636009198232,"gmtCreate":1769585507294,"gmtModify":1769585509830,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3546249304196282","idStr":"3546249304196282"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 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。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 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。","text":"$英特尔(INTC)$ 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。","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":3272,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3510221452394545","authorId":"3510221452394545","name":"峰峰哥","avatar":"https://static.tigerbbs.com/85d4d64b2b473a7bc65f8acf3ba86479","crmLevel":5,"crmLevelSwitch":1,"authorIdStr":"3510221452394545","idStr":"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,"authorIdStr":"3546249304196282","idStr":"3546249304196282"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> 唯一的避风港","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$ </a> 唯一的避风港","text":"$苹果(AAPL)$ 唯一的避风港","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/525997771727912","isVote":1,"tweetType":1,"viewCount":174,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":525839698461984,"gmtCreate":1769405495312,"gmtModify":1769405506770,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3546249304196282","idStr":"3546249304196282"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/EWZ\">$巴西ETF-iShares MSCI(EWZ)$ </a> ","listText":"<a href=\"https://laohu8.com/S/EWZ\">$巴西ETF-iShares MSCI(EWZ)$ </a> ","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":630,"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,"authorIdStr":"3546249304196282","idStr":"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":1661,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3512032956627506","authorId":"3512032956627506","name":"DeW","avatar":"https://static.tigerbbs.com/73b517b102fce41516e0dd44e881246a","crmLevel":4,"crmLevelSwitch":0,"authorIdStr":"3512032956627506","idStr":"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,"authorIdStr":"3546249304196282","idStr":"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 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":{"LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","04335":"英特尔-T","BK4554":"元宇宙及AR概念","BK4512":"苹果概念","BK4543":"AI","BK4527":"明星科技股","LU0097036916.USD":"贝莱德美国增长A2 USD","INTC":"英特尔","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4602":"量子计算概念","BK4529":"IDC概念","BK4575":"芯片概念","BK4535":"淡马锡持仓","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","BK4515":"5G概念","BK4612":"AI芯片","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","BK4209":"餐馆","BK4588":"碎股","BK4550":"红杉资本持仓","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","BK4579":"人工智能","BK4605":"半导体精选"},"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":{"04335":1.96,"INTC":1.96}},"isVote":1,"tweetType":1,"viewCount":216,"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,"authorIdStr":"3546249304196282","idStr":"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":3329,"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,"authorIdStr":"3546249304196282","idStr":"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 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) ACC","AMDY":"AMD期权收益策略ETF-YieldMax","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4535":"淡马锡持仓","BK4515":"5G概念","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4554":"元宇宙及AR概念","BK4585":"ETF&股票定投概念","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","AMUU":"2倍做多AMD ETF-Direxion","AMYY":"GraniteShares YieldBOOST AMD ETF","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU2355687059.USD":"NORDEA 1 GLOBAL IMPACT \"BP\" (USD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","INTC":"英特尔","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","04335":"英特尔-T","BK4529":"IDC概念","BK4602":"量子计算概念","AMD":"美国超微公司","BK4566":"资本集团","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4605":"半导体精选","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","AMDD":"1倍做空AMD ETF-Direxion","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","BK4527":"明星科技股","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU1303367103.USD":"摩根大通多经理另类基金 A (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":345,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":524821877334168,"gmtCreate":1769157020296,"gmtModify":1769157022813,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3546249304196282","idStr":"3546249304196282"},"themes":[],"htmlText":"要看市场是否处于乐观阶段","listText":"要看市场是否处于乐观阶段","text":"要看市场是否处于乐观阶段","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/524821877334168","isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}