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roseking
roseking
·
06-19 09:18
特朗普以一人之力一箭四雕拉抬了英特尔英伟达苹果的股价对冲了SPACEX的下跌。不愧是画K线的大作手。
特朗普歪曲事实?美媒曝英特尔高管对苹果达成合作消息感到意外
据报道,苹果与英特尔围绕美国本土芯片制造的讨论已持续数月,目前尚不清楚谈判是否已经达成正式协议。
特朗普歪曲事实?美媒曝英特尔高管对苹果达成合作消息感到意外
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roseking
roseking
·
06-18 23:34
$SpaceX(SPCX)$
特朗普真会炒股票,一箭三雕啊,拉了英特尔带动了苹果和英伟达不愧是大作手啊。还顺带对冲了SPACEX的下跌,一箭四雕。
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roseking
roseking
·
06-18 21:45
特朗普真会炒股票,一箭三雕啊,拉了英特尔带动了苹果和英伟达不愧是大作手啊。还顺带对冲了SPACEX下跌,一箭四雕。
美股异动|英特尔开盘涨超10%创新高,特朗普官宣苹果联手在美造芯
受美伊签署谅解备忘录提振市场情绪。英特尔开盘大涨超10%,股价创历史新高。
美股异动|英特尔开盘涨超10%创新高,特朗普官宣苹果联手在美造芯
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roseking
roseking
·
06-18 21:36
$英特尔(INTC)$
特朗普真会炒股票,一箭三雕啊,拉了英特尔带动了苹果和英伟达不愧是大作手啊。还顺带对冲了SPACEX的下跌,一箭四雕。
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roseking
roseking
·
06-18 21:34
特朗普真会炒股票,一箭三雕啊,拉了英特尔带动了苹果和英伟达不愧是大作手啊。
特朗普:我决定帮助英特尔,因为我们需要在美国设计和制造的芯片
英特尔夜盘急升超7%。消息面上,美国总统特朗普发文称,我决定帮助英特尔,因为我们需要在美国设计和制造我们的芯片。首先,我们引入了英伟达,他们同意与英特尔合作制造他们的第一层级芯片。其次,马斯克同意建造他的TerraFab,这是全球芯片工厂,与英特尔的技术团队共同设计。最后,苹果公司已同意与英特尔合作,在美国设计和制造其芯片。我们决定帮助英特尔,以换取其10%的股份。
特朗普:我决定帮助英特尔,因为我们需要在美国设计和制造的芯片
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roseking
roseking
·
06-18 21:17
$英特尔(INTC)$
特朗普的关系户啊
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roseking
roseking
·
06-18 20:46
特朗普炒股票画K线
美股盘前|今晚迎来史上最大“四巫日”!英特尔获特朗普发“利好”大涨逾9%
在美联储按兵不动并暗示年内仍可能加息的背景下,资金继续追逐成长与科技龙头,场内对AI产业链的高景气预期未见降温。
美股盘前|今晚迎来史上最大“四巫日”!英特尔获特朗普发“利好”大涨逾9%
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roseking
roseking
·
06-18 18:58
扩产至少三年,那时候黄花菜都凉透了
半导体扩产全面提速,晶圆设备周期迎来重估!
摩根大通报告指出,全球半导体正从“AI芯片牛市”迈向覆盖晶圆厂、存储、先进封装及设备供应商的“扩产牛市”。报告大幅上修晶圆厂设备市场预期,预计2026至2028年市场规模将从1588亿美元增至2373亿美元,连续三年保持双位数增长。核心驱动来自云厂商资本开支激增及存储行业扩产提速。
半导体扩产全面提速,晶圆设备周期迎来重估!
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roseking
roseking
·
06-16
$SpaceX(SPCX)$
最近科技投资圈流传着一个杀人诛心的段子:“嫁给特斯拉两年,竟然还没有和 SpaceX ‘睡’两夜来得快活。”
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roseking
roseking
·
06-16
人就是这样,死之前两手拼命抓,死的时候两手一松啥也带不走。
特朗普:在我卸任之时,美国或将掌控超五成芯片产业
特朗普:在我卸任之时,美国或将掌控超五成芯片产业。
特朗普:在我卸任之时,美国或将掌控超五成芯片产业
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justify;\">特朗普发帖后,英特尔股价周四跳空高开8.8%,即使传出Semafor的报道也未受影响,收涨逾10%,助推芯片股总体大涨。费城半导体指数一度涨逾6%、创盘中历史新高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e58ef290fcf4ea5de3f002496dc4c2a0\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">英特尔与苹果达成芯片产品合作的消息迅速引发市场热议。投资者认为,如果苹果成为英特尔代工客户,将意味着英特尔Foundry业务获得迄今最具分量的背书。</p><p style=\"text-align: justify;\">近年来,苹果的A系列和M系列芯片主要由台积电代工。对于仍在努力追赶台积电、三星的英特尔而言,若能获得苹果订单,无疑将显著提升其先进制程业务的信誉。</p><h2 id=\"id_3528518769\">双方接触已持续数月,但正式协议仍存疑问</h2><p style=\"text-align: justify;\">不过,据Semafor援引知情人士报道,苹果与英特尔围绕在美国制造部分芯片的讨论其实已经持续数月。消息人士并未透露双方是否已经签署最终协议,也没有说明涉及哪些芯片产品。</p><p style=\"text-align: justify;\">该报道称,一些英特尔高管此前并未获悉特朗普将公开宣布这一合作,因此对特朗普的表态感到意外。</p><p style=\"text-align: justify;\">周四美股盘前,Semafor记者Rohan Goswami在社交媒体上表示:“消息人士称,英特尔和苹果围绕美国制造已经讨论了数月。目前尚不清楚这些谈判进展到了哪一步。英特尔高管对(特朗普)总统的帖子感到意外。”</p><p style=\"text-align: justify;\">这意味着,特朗普的帖子可能早于企业正式披露流程,也可能只是基于双方已有接触而作出的公开表态。</p><h2 id=\"id_3981618949\">英特尔代工业务急需“苹果级客户”</h2><p style=\"text-align: justify;\">对于英特尔而言,获得苹果订单具有象征意义。</p><p style=\"text-align: justify;\">自陈立武担任CEO以来,英特尔一直试图推动公司代工业务Intel Foundry转型,希望将自身打造为美版台积电。特朗普政府也持续将英特尔视为重振美国先进制造业的重要支柱。</p><p style=\"text-align: justify;\">此前已有报道称,英伟达、特斯拉等公司正探索使用英特尔先进制程,而苹果的加入则被视为最具影响力的一步。</p><p style=\"text-align: justify;\">与此同时,AI热潮导致台积电先进产能持续紧张,也促使大型科技公司开始寻求更多供应来源。市场一直猜测苹果可能会在部分产品上增加第二供应商,以降低对台积电的依赖。</p><p style=\"text-align: justify;\">不过,即便双方最终达成合作,业内普遍预计苹果短期内不太可能将核心A系列或M系列处理器全面转向英特尔,更可能先从部分外围芯片、低端处理器或封装业务开始。</p><h2 id=\"id_866447915\">市场仍在等待苹果和英特尔正式确认</h2><p style=\"text-align: justify;\">截至目前,苹果和英特尔均未正式宣布相关合作细节。</p><p style=\"text-align: justify;\">因此,在特朗普“官宣”之后,市场焦点已从“是否会合作”,转向更关键的问题:<strong>双方是否已经签署正式协议,以及苹果究竟会将哪些芯片交由英特尔制造。</strong></p><p style=\"text-align: justify;\">在获得更多官方确认之前,这场被特朗普提前曝光的潜在合作,仍存在不少悬念。</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 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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特朗普歪曲事实?美媒曝英特尔高管对苹果达成合作消息感到意外\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-06-19 06:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>据报道,苹果与英特尔围绕美国本土芯片制造的讨论已持续数月,目前尚不清楚谈判是否已经达成正式协议。</p></blockquote><p style=\"text-align: justify;\">特朗普一句苹果与英特尔合作生产芯片的帖子引爆英特尔股价。但最新消息显示,就连英特尔内部高管也对总统的表态感到吃惊。</p><p style=\"text-align: justify;\">美国总统特朗普的一则社交媒体帖子,引发市场对英特尔晶圆代工业务迎来重大突破的乐观情绪。特朗普周四表示,苹果已经同意与英特尔合作,在美国设计和生产芯片,此举将有助于强化美国半导体供应链,也为英特尔带来急需的大客户支持。</p><p style=\"text-align: justify;\">上述利好消息推动英特尔股价大涨。不过,特朗普发帖后,美国新闻网站Semafor援引知情人士报道称,苹果与英特尔确实已就美国本土制造合作进行了数月磋商,但交易状态目前无法确认,更令外界意外的是,部分英特尔高管此前并不知道特朗普将发布这一消息,对他的表态感到吃惊。</p><h2 id=\"id_2171598327\">特朗普突然“官宣”,市场迅速点燃英特尔行情</h2><p style=\"text-align: justify;\">当地时间周四稍早,特朗普在旗下社交媒体发文称:“苹果已同意与英特尔合作,在美国设计和制造芯片。”</p><p style=\"text-align: justify;\">特朗普还表示,这项合作将帮助美国重新夺回半导体制造领导地位,并强调芯片必须在美国本土生产。</p><p style=\"text-align: justify;\">特朗普发帖后,英特尔股价周四跳空高开8.8%,即使传出Semafor的报道也未受影响,收涨逾10%,助推芯片股总体大涨。费城半导体指数一度涨逾6%、创盘中历史新高。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e58ef290fcf4ea5de3f002496dc4c2a0\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p style=\"text-align: justify;\">英特尔与苹果达成芯片产品合作的消息迅速引发市场热议。投资者认为,如果苹果成为英特尔代工客户,将意味着英特尔Foundry业务获得迄今最具分量的背书。</p><p style=\"text-align: justify;\">近年来,苹果的A系列和M系列芯片主要由台积电代工。对于仍在努力追赶台积电、三星的英特尔而言,若能获得苹果订单,无疑将显著提升其先进制程业务的信誉。</p><h2 id=\"id_3528518769\">双方接触已持续数月,但正式协议仍存疑问</h2><p style=\"text-align: justify;\">不过,据Semafor援引知情人士报道,苹果与英特尔围绕在美国制造部分芯片的讨论其实已经持续数月。消息人士并未透露双方是否已经签署最终协议,也没有说明涉及哪些芯片产品。</p><p style=\"text-align: justify;\">该报道称,一些英特尔高管此前并未获悉特朗普将公开宣布这一合作,因此对特朗普的表态感到意外。</p><p style=\"text-align: justify;\">周四美股盘前,Semafor记者Rohan Goswami在社交媒体上表示:“消息人士称,英特尔和苹果围绕美国制造已经讨论了数月。目前尚不清楚这些谈判进展到了哪一步。英特尔高管对(特朗普)总统的帖子感到意外。”</p><p style=\"text-align: justify;\">这意味着,特朗普的帖子可能早于企业正式披露流程,也可能只是基于双方已有接触而作出的公开表态。</p><h2 id=\"id_3981618949\">英特尔代工业务急需“苹果级客户”</h2><p style=\"text-align: justify;\">对于英特尔而言,获得苹果订单具有象征意义。</p><p style=\"text-align: justify;\">自陈立武担任CEO以来,英特尔一直试图推动公司代工业务Intel Foundry转型,希望将自身打造为美版台积电。特朗普政府也持续将英特尔视为重振美国先进制造业的重要支柱。</p><p style=\"text-align: justify;\">此前已有报道称,英伟达、特斯拉等公司正探索使用英特尔先进制程,而苹果的加入则被视为最具影响力的一步。</p><p style=\"text-align: justify;\">与此同时,AI热潮导致台积电先进产能持续紧张,也促使大型科技公司开始寻求更多供应来源。市场一直猜测苹果可能会在部分产品上增加第二供应商,以降低对台积电的依赖。</p><p style=\"text-align: justify;\">不过,即便双方最终达成合作,业内普遍预计苹果短期内不太可能将核心A系列或M系列处理器全面转向英特尔,更可能先从部分外围芯片、低端处理器或封装业务开始。</p><h2 id=\"id_866447915\">市场仍在等待苹果和英特尔正式确认</h2><p style=\"text-align: justify;\">截至目前,苹果和英特尔均未正式宣布相关合作细节。</p><p style=\"text-align: justify;\">因此,在特朗普“官宣”之后,市场焦点已从“是否会合作”,转向更关键的问题:<strong>双方是否已经签署正式协议,以及苹果究竟会将哪些芯片交由英特尔制造。</strong></p><p style=\"text-align: justify;\">在获得更多官方确认之前,这场被特朗普提前曝光的潜在合作,仍存在不少悬念。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","IE000F7OJYX1.SGD":"RQI GLOBAL \"I\" (SGDHDG) INC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","IE0000B7K699.USD":"RQI GLOBAL \"I\" (USD) INC","IE000BZT7R73.USD":"RQI GLOBAL \"I\" (USD) ACC","IE000MB6IJN5.SGD":"RQI GLOBAL \"I\" (SGD) ACC","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","IE00BN8TJ469.HKD":"FTGF 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ACC"},"source_url":"https://wallstreetcn.com/articles/3775051","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2644338130","content_text":"据报道,苹果与英特尔围绕美国本土芯片制造的讨论已持续数月,目前尚不清楚谈判是否已经达成正式协议。特朗普一句苹果与英特尔合作生产芯片的帖子引爆英特尔股价。但最新消息显示,就连英特尔内部高管也对总统的表态感到吃惊。美国总统特朗普的一则社交媒体帖子,引发市场对英特尔晶圆代工业务迎来重大突破的乐观情绪。特朗普周四表示,苹果已经同意与英特尔合作,在美国设计和生产芯片,此举将有助于强化美国半导体供应链,也为英特尔带来急需的大客户支持。上述利好消息推动英特尔股价大涨。不过,特朗普发帖后,美国新闻网站Semafor援引知情人士报道称,苹果与英特尔确实已就美国本土制造合作进行了数月磋商,但交易状态目前无法确认,更令外界意外的是,部分英特尔高管此前并不知道特朗普将发布这一消息,对他的表态感到吃惊。特朗普突然“官宣”,市场迅速点燃英特尔行情当地时间周四稍早,特朗普在旗下社交媒体发文称:“苹果已同意与英特尔合作,在美国设计和制造芯片。”特朗普还表示,这项合作将帮助美国重新夺回半导体制造领导地位,并强调芯片必须在美国本土生产。特朗普发帖后,英特尔股价周四跳空高开8.8%,即使传出Semafor的报道也未受影响,收涨逾10%,助推芯片股总体大涨。费城半导体指数一度涨逾6%、创盘中历史新高。英特尔与苹果达成芯片产品合作的消息迅速引发市场热议。投资者认为,如果苹果成为英特尔代工客户,将意味着英特尔Foundry业务获得迄今最具分量的背书。近年来,苹果的A系列和M系列芯片主要由台积电代工。对于仍在努力追赶台积电、三星的英特尔而言,若能获得苹果订单,无疑将显著提升其先进制程业务的信誉。双方接触已持续数月,但正式协议仍存疑问不过,据Semafor援引知情人士报道,苹果与英特尔围绕在美国制造部分芯片的讨论其实已经持续数月。消息人士并未透露双方是否已经签署最终协议,也没有说明涉及哪些芯片产品。该报道称,一些英特尔高管此前并未获悉特朗普将公开宣布这一合作,因此对特朗普的表态感到意外。周四美股盘前,Semafor记者Rohan Goswami在社交媒体上表示:“消息人士称,英特尔和苹果围绕美国制造已经讨论了数月。目前尚不清楚这些谈判进展到了哪一步。英特尔高管对(特朗普)总统的帖子感到意外。”这意味着,特朗普的帖子可能早于企业正式披露流程,也可能只是基于双方已有接触而作出的公开表态。英特尔代工业务急需“苹果级客户”对于英特尔而言,获得苹果订单具有象征意义。自陈立武担任CEO以来,英特尔一直试图推动公司代工业务Intel Foundry转型,希望将自身打造为美版台积电。特朗普政府也持续将英特尔视为重振美国先进制造业的重要支柱。此前已有报道称,英伟达、特斯拉等公司正探索使用英特尔先进制程,而苹果的加入则被视为最具影响力的一步。与此同时,AI热潮导致台积电先进产能持续紧张,也促使大型科技公司开始寻求更多供应来源。市场一直猜测苹果可能会在部分产品上增加第二供应商,以降低对台积电的依赖。不过,即便双方最终达成合作,业内普遍预计苹果短期内不太可能将核心A系列或M系列处理器全面转向英特尔,更可能先从部分外围芯片、低端处理器或封装业务开始。市场仍在等待苹果和英特尔正式确认截至目前,苹果和英特尔均未正式宣布相关合作细节。因此,在特朗普“官宣”之后,市场焦点已从“是否会合作”,转向更关键的问题:双方是否已经签署正式协议,以及苹果究竟会将哪些芯片交由英特尔制造。在获得更多官方确认之前,这场被特朗普提前曝光的潜在合作,仍存在不少悬念。","news_type":1,"symbols_score_info":{"INTW":0.6,"INTC":1.96,"AAPL":1.93,"AAPU":0.6,"AAPB":0.6,"AAPD":0.6,"LINT":0.6,"AAPW":0.6,"APLY":0.6,"AAPX":0.6,"AAPY":0.6}},"isVote":1,"tweetType":1,"viewCount":14,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":576607477019544,"gmtCreate":1781796861306,"gmtModify":1781796993357,"author":{"id":"3547669272572533","authorId":"3547669272572533","name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547669272572533","idStr":"3547669272572533"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$</a> 特朗普真会炒股票,一箭三雕啊,拉了英特尔带动了苹果和英伟达不愧是大作手啊。还顺带对冲了SPACEX的下跌,一箭四雕。","listText":"<a href=\"https://laohu8.com/S/SPCX\">$SpaceX(SPCX)$</a> 特朗普真会炒股票,一箭三雕啊,拉了英特尔带动了苹果和英伟达不愧是大作手啊。还顺带对冲了SPACEX的下跌,一箭四雕。","text":"$SpaceX(SPCX)$ 特朗普真会炒股票,一箭三雕啊,拉了英特尔带动了苹果和英伟达不愧是大作手啊。还顺带对冲了SPACEX的下跌,一箭四雕。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/576607477019544","isVote":1,"tweetType":1,"viewCount":5137,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":576581004629288,"gmtCreate":1781790332667,"gmtModify":1781791913967,"author":{"id":"3547669272572533","authorId":"3547669272572533","name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547669272572533","idStr":"3547669272572533"},"themes":[],"title":"","htmlText":"特朗普真会炒股票,一箭三雕啊,拉了英特尔带动了苹果和英伟达不愧是大作手啊。还顺带对冲了SPACEX下跌,一箭四雕。","listText":"特朗普真会炒股票,一箭三雕啊,拉了英特尔带动了苹果和英伟达不愧是大作手啊。还顺带对冲了SPACEX下跌,一箭四雕。","text":"特朗普真会炒股票,一箭三雕啊,拉了英特尔带动了苹果和英伟达不愧是大作手啊。还顺带对冲了SPACEX下跌,一箭四雕。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/576581004629288","repostId":"1118885505","repostType":4,"repost":{"id":"1118885505","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":1781789864,"share":"https://www.laohu8.com/m/news/1118885505?lang=zh_CN&edition=full","pubTime":"2026-06-18 21:37","market":"us","language":"zh","title":"美股异动|英特尔开盘涨超10%创新高,特朗普官宣苹果联手在美造芯","url":"https://stock-news.laohu8.com/highlight/detail?id=1118885505","media":"老虎资讯综合","summary":"受美伊签署谅解备忘录提振市场情绪。英特尔开盘大涨超10%,股价创历史新高。","content":"<html><head></head><body><p style=\"text-align: left;\">受美伊签署谅解备忘录提振,美股三大指数周四集体高开。 <a href=\"https://laohu8.com/S/INTC\">英特尔</a>成为开盘阶段最耀眼的明星,股价大涨超10%创下历史新高。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bd893f4edddb6a04da8c3e92c1957c39\" data-align=\"center\" tg-width=\"702\" tg-height=\"168\"/><span></span></p><p style=\"text-align: left;\"></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\" 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#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美股异动|英特尔开盘涨超10%创新高,特朗普官宣苹果联手在美造芯\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-06-18 21:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">受美伊签署谅解备忘录提振,美股三大指数周四集体高开。 <a href=\"https://laohu8.com/S/INTC\">英特尔</a>成为开盘阶段最耀眼的明星,股价大涨超10%创下历史新高。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bd893f4edddb6a04da8c3e92c1957c39\" data-align=\"center\" tg-width=\"702\" tg-height=\"168\"/><span></span></p><p style=\"text-align: left;\"></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/16c8dc32211418f9d7727a5f16195857","relate_stocks":{"LINT":"Direxion Daily INTC Bull 2X ETF","INTW":"2倍做多INTC ETF-GraniteShares","INTC":"英特尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1118885505","content_text":"受美伊签署谅解备忘录提振,美股三大指数周四集体高开。 英特尔成为开盘阶段最耀眼的明星,股价大涨超10%创下历史新高。","news_type":1,"symbols_score_info":{"LINT":0.6,"INTW":0.6,"INTC":2}},"isVote":1,"tweetType":1,"viewCount":309,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":576578838119616,"gmtCreate":1781789802040,"gmtModify":1781791891614,"author":{"id":"3547669272572533","authorId":"3547669272572533","name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547669272572533","idStr":"3547669272572533"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 特朗普真会炒股票,一箭三雕啊,拉了英特尔带动了苹果和英伟达不愧是大作手啊。还顺带对冲了SPACEX的下跌,一箭四雕。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 特朗普真会炒股票,一箭三雕啊,拉了英特尔带动了苹果和英伟达不愧是大作手啊。还顺带对冲了SPACEX的下跌,一箭四雕。","text":"$英特尔(INTC)$ 特朗普真会炒股票,一箭三雕啊,拉了英特尔带动了苹果和英伟达不愧是大作手啊。还顺带对冲了SPACEX的下跌,一箭四雕。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/576578838119616","isVote":1,"tweetType":1,"viewCount":1808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":576578266002920,"gmtCreate":1781789667155,"gmtModify":1781789801425,"author":{"id":"3547669272572533","authorId":"3547669272572533","name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547669272572533","idStr":"3547669272572533"},"themes":[],"title":"","htmlText":"特朗普真会炒股票,一箭三雕啊,拉了英特尔带动了苹果和英伟达不愧是大作手啊。","listText":"特朗普真会炒股票,一箭三雕啊,拉了英特尔带动了苹果和英伟达不愧是大作手啊。","text":"特朗普真会炒股票,一箭三雕啊,拉了英特尔带动了苹果和英伟达不愧是大作手啊。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/576578266002920","repostId":"1164114532","repostType":2,"repost":{"id":"1164114532","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":1781758855,"share":"https://www.laohu8.com/m/news/1164114532?lang=zh_CN&edition=full","pubTime":"2026-06-18 13:00","market":"us","language":"zh","title":"特朗普:我决定帮助英特尔,因为我们需要在美国设计和制造的芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=1164114532","media":"老虎资讯综合","summary":"英特尔夜盘急升超7%。消息面上,美国总统特朗普发文称,我决定帮助英特尔,因为我们需要在美国设计和制造我们的芯片。首先,我们引入了英伟达,他们同意与英特尔合作制造他们的第一层级芯片。其次,马斯克同意建造他的TerraFab,这是全球芯片工厂,与英特尔的技术团队共同设计。最后,苹果公司已同意与英特尔合作,在美国设计和制造其芯片。我们决定帮助英特尔,以换取其10%的股份。","content":"<html><head></head><body><p style=\"text-align: left;\">英特尔夜盘急升超7%。消息面上,美国总统特朗普发文称,我决定帮助英特尔,因为我们需要在美国设计和制造我们的芯片。</p><p style=\"text-align: left;\">首先,我们引入了<strong>英伟达</strong>,他们同意与英特尔合作制造他们的第一层级芯片。其次,马斯克同意建造他的TerraFab,这是全球芯片工厂,与英特尔的技术团队共同设计。最后,<strong>苹果</strong>公司已同意与英特尔合作,在美国设计和制造其芯片。我们决定帮助英特尔,以换取其10%的股份。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fcdc499e0f642ebc2a0f2d78be29725f\" data-align=\"center\" tg-width=\"526\" tg-height=\"181\"/><span></span></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>特朗普:我决定帮助英特尔,因为我们需要在美国设计和制造的芯片</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{ 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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特朗普:我决定帮助英特尔,因为我们需要在美国设计和制造的芯片\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-06-18 13:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">英特尔夜盘急升超7%。消息面上,美国总统特朗普发文称,我决定帮助英特尔,因为我们需要在美国设计和制造我们的芯片。</p><p style=\"text-align: left;\">首先,我们引入了<strong>英伟达</strong>,他们同意与英特尔合作制造他们的第一层级芯片。其次,马斯克同意建造他的TerraFab,这是全球芯片工厂,与英特尔的技术团队共同设计。最后,<strong>苹果</strong>公司已同意与英特尔合作,在美国设计和制造其芯片。我们决定帮助英特尔,以换取其10%的股份。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fcdc499e0f642ebc2a0f2d78be29725f\" data-align=\"center\" tg-width=\"526\" tg-height=\"181\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e58fcd4a67c330616cf11ed02c0ac7c5","relate_stocks":{"INTW":"2倍做多INTC ETF-GraniteShares","INTC":"英特尔","LINT":"Direxion Daily INTC Bull 2X ETF","04335":"英特尔-T"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164114532","content_text":"英特尔夜盘急升超7%。消息面上,美国总统特朗普发文称,我决定帮助英特尔,因为我们需要在美国设计和制造我们的芯片。首先,我们引入了英伟达,他们同意与英特尔合作制造他们的第一层级芯片。其次,马斯克同意建造他的TerraFab,这是全球芯片工厂,与英特尔的技术团队共同设计。最后,苹果公司已同意与英特尔合作,在美国设计和制造其芯片。我们决定帮助英特尔,以换取其10%的股份。","news_type":1,"symbols_score_info":{"INTW":0.6,"LINT":0.6,"INTC":2,"04335":2}},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":576574044148064,"gmtCreate":1781788620454,"gmtModify":1781789792484,"author":{"id":"3547669272572533","authorId":"3547669272572533","name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547669272572533","idStr":"3547669272572533"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 特朗普的关系户啊","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 特朗普的关系户啊","text":"$英特尔(INTC)$ 特朗普的关系户啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/576574044148064","isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":576566196564064,"gmtCreate":1781786803046,"gmtModify":1781788100905,"author":{"id":"3547669272572533","authorId":"3547669272572533","name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547669272572533","idStr":"3547669272572533"},"themes":[],"title":"","htmlText":"特朗普炒股票画K线","listText":"特朗普炒股票画K线","text":"特朗普炒股票画K线","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/576566196564064","repostId":"1124785052","repostType":4,"repost":{"id":"1124785052","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":1781785414,"share":"https://www.laohu8.com/m/news/1124785052?lang=zh_CN&edition=full","pubTime":"2026-06-18 20:23","market":"us","language":"zh","title":"美股盘前|今晚迎来史上最大“四巫日”!英特尔获特朗普发“利好”大涨逾9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1124785052","media":"老虎资讯综合","summary":"在美联储按兵不动并暗示年内仍可能加息的背景下,资金继续追逐成长与科技龙头,场内对AI产业链的高景气预期未见降温。","content":"<html><head></head><body><h2 style=\"text-align: left;\"><strong>01 股市</strong></h2><p style=\"text-align: left;\"><strong>截至6月18日,美股三大期指全线反弹。</strong>道琼斯指数期货最新报<strong>52,113点</strong>,上涨<strong>0.33%</strong>;标普500指数期货报<strong>7546点</strong>,涨<strong>0.71%</strong>;纳斯达克100指数期货升至<strong>30432点</strong>,涨幅<strong>1.45%</strong>。在美联储按兵不动并暗示年内仍可能加息的背景下,资金继续追逐成长与科技龙头,场内对AI产业链的高景气预期未见降温。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8fd59571ebeb1ffd2214d0a3103f25e5\" data-align=\"center\" tg-width=\"473\" tg-height=\"112\"/><span></span></p><p style=\"text-align: left;\"><strong>热门股异动方面:</strong>受“苹果将联手英特尔在美造芯”消息刺激,<strong>英特尔(INTC)盘前劲升9.55%</strong>;存储价格上调预期带动板块普涨,<strong>美光科技(MU)涨4.73%</strong>、<strong>西部数据(WDC)涨6.07%</strong>、<strong>慧荣科技(SIMO)涨5.11%</strong>。AI云服务商<strong>NEBIUS(NBIS)续涨4.52%</strong>,并创历史高位;受短期交易热潮影响,<strong>SpaceX(SPCX)盘前高位波动</strong>,期权与杠杆 ETF 交投再创新纪录。</p><p style=\"text-align: left;\"><strong>中概股方面:</strong>板块分化显著,<strong>阿里巴巴</strong>小幅回落<strong>1.20%</strong>,<strong>小鹏汽车</strong>回吐<strong>2.67%</strong>,而<strong>百度</strong>稳步走高<strong>1.51%</strong>;半导体链条受海外积极预期支撑,<strong>台积电</strong>盘前上涨<strong>1.34%</strong>,<strong>联电</strong>拉升<strong>8.00%</strong>。</p><h2 style=\"text-align: left;\"><strong>02 其他市场</strong></h2><p style=\"text-align: left;\"><strong>6月18日十年美债收益率下降0.04%,最新收益率为4.46%</strong>。</p><p style=\"text-align: left;\"><strong>6月18日美元兑离岸人民币下降0.0264%,报6.82;美元兑港币上升0.0242%,报7.84</strong>。</p><p style=\"text-align: left;\"><strong>6月18日美元指数上升0.4085%,报100.78</strong>。</p><p style=\"text-align: left;\"><strong>6月18日美原油主连期货下降1.63%,报74.77美元/桶;纽约金主连期货下降2.76%,报4,260.40美元/盎司</strong>。</p><h2 style=\"text-align: left;\"><strong>03 要闻</strong></h2><p style=\"text-align: left;\"><strong>8.3万亿美元期权即将“核爆”到期!史上最大“三巫日”撞上养老基金再平衡,美股面临系统性头寸重置</strong></p><p style=\"text-align: left;\">Citadel Securities股票及股票衍生品策略主管鲁布纳表示,美股市场正迎来年内最为关键的技术性仓位调整窗口之一。未来两周,市场走势将更多由交易机制驱动,而非基本面因素主导。首个重大技术事件——6月“三巫日”即将登场。 当前期权未平仓合约量已创历史新高,相当于全部上市期权的28%将在当天到期,这将是史上规模最大的期权到期事件。约8.3万亿美元的美国期权敞口将集中出清,较去年12月创下的7.1万亿美元前纪录高出18%。</p><p style=\"text-align: left;\"><strong>Energy Fuels盘前大涨17% 与五角大楼签署7.25亿美元贷款承诺协议</strong></p><p style=\"text-align: left;\">美股稀土概念股Energy Fuels盘前大涨17%。消息面上,美国国防部与Energy Fuels签署7.25亿美元贷款承诺协议。</p><p style=\"text-align: left;\">1. <strong>埃森哲宣布41.8亿美元收购三家网络安全公司并下调全年收入指引</strong>。收购对象包括Dragos控股权及runZero与NetRise的全部股权,合并后每年可新增约2.08亿美元经常性收入;同时公司把全年营收增长上限由5%调低至4%,并给出弱于市场的下一财季预估,引发盘前股价一度跳水。</p><p style=\"text-align: left;\">2. <strong>苹果与英特尔达成在美联合设计与制造芯片协议</strong>。相关合作由美国政府撮合并伴随对英特尔10%股权的国家投资,旨在强化本土半导体供应链并减轻苹果对单一代工厂的依赖;受此利好,英特尔盘前股价大幅攀升。</p><p style=\"text-align: left;\">3. <strong>Nebius全资收购Eigen AI并斥资6.43亿美元</strong>。交易完成后,Nebius将把Eigen AI团队迁入旧金山湾区,打造北美研发中心,进一步增强其Token Factory等AI托管推理产品竞争力。</p><p style=\"text-align: left;\">4. <strong>Rumble斥资收购Northern Data并更名“RUM集团”</strong>。公司将增设人工智能与视频两大事业部,并整合22,000块英伟达H100/H200芯片与250 兆瓦电力资源,管理层预计未来AI云业务将成为主要收入来源。</p><p style=\"text-align: left;\">5. <strong>希捷科技高管集中“卖股缴税”引发市场关注</strong>。公司披露多名核心管理层在限制性股票归属后出售部分股份以履行税务义务,官方强调系常规操作,对基本面无负面影响。</p><p style=\"text-align: left;\">6. <strong>Aletheia Capital发布报告大幅上调DRAM与HBM价格预期</strong>。研究指出内存将在AI硬件价值占比快速提升,预计2026年三季度DRAM均价将较当前再升30%,刺激西部数据、美光等存储股盘前集体上涨。</p><p style=\"text-align: left;\">7. <strong>摩根大通上调全球半导体设备市场三年增速预估</strong>。该行预计2026–2028年晶圆厂设备支出连续保持双位数增长,反映云计算与AI基础设施投资加速向上游设备厂商外溢并提振资本开支。</p><p style=\"text-align: left;\">8. <strong>美联储维持联邦基金利率区间在3.5%–3.75%并上修长期利率预测</strong>。最新经济预测显示年内仍存在加息可能,主席发出继续遏制通胀的信号,引发短端美债收益率上行并带动市场对10月加息的预期升温。</p><p style=\"text-align: left;\">9. <strong>高盛副董事长卡普兰警告若通胀顽固美联储或在秋季再次加息</strong>。他称若未来数据无明显降温,9月开始连升利率将是更合理的选择,并提示市场需做好连续行动准备。</p><p style=\"text-align: left;\">10. <strong>英国央行以7比2投票维持基准利率在3.75%</strong>。委员会指出英国经济在上半年保持约0.2%季度增速,决策层认为当前政策立场仍适宜对抗通胀压力,同时暗示后续将依数据决定政策方向。</p><p style=\"text-align: left;\">资料来源:公开市场数据</p><p style=\"text-align: left;\">免责声明:本内容仅供参考,不构成任何投资建议</p><p style=\"text-align: left;\"></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>美股盘前|今晚迎来史上最大“四巫日”!英特尔获特朗普发“利好”大涨逾9%</title>\n<style 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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美股盘前|今晚迎来史上最大“四巫日”!英特尔获特朗普发“利好”大涨逾9%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-06-18 20:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h2 style=\"text-align: left;\"><strong>01 股市</strong></h2><p style=\"text-align: left;\"><strong>截至6月18日,美股三大期指全线反弹。</strong>道琼斯指数期货最新报<strong>52,113点</strong>,上涨<strong>0.33%</strong>;标普500指数期货报<strong>7546点</strong>,涨<strong>0.71%</strong>;纳斯达克100指数期货升至<strong>30432点</strong>,涨幅<strong>1.45%</strong>。在美联储按兵不动并暗示年内仍可能加息的背景下,资金继续追逐成长与科技龙头,场内对AI产业链的高景气预期未见降温。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8fd59571ebeb1ffd2214d0a3103f25e5\" data-align=\"center\" tg-width=\"473\" tg-height=\"112\"/><span></span></p><p style=\"text-align: left;\"><strong>热门股异动方面:</strong>受“苹果将联手英特尔在美造芯”消息刺激,<strong>英特尔(INTC)盘前劲升9.55%</strong>;存储价格上调预期带动板块普涨,<strong>美光科技(MU)涨4.73%</strong>、<strong>西部数据(WDC)涨6.07%</strong>、<strong>慧荣科技(SIMO)涨5.11%</strong>。AI云服务商<strong>NEBIUS(NBIS)续涨4.52%</strong>,并创历史高位;受短期交易热潮影响,<strong>SpaceX(SPCX)盘前高位波动</strong>,期权与杠杆 ETF 交投再创新纪录。</p><p style=\"text-align: left;\"><strong>中概股方面:</strong>板块分化显著,<strong>阿里巴巴</strong>小幅回落<strong>1.20%</strong>,<strong>小鹏汽车</strong>回吐<strong>2.67%</strong>,而<strong>百度</strong>稳步走高<strong>1.51%</strong>;半导体链条受海外积极预期支撑,<strong>台积电</strong>盘前上涨<strong>1.34%</strong>,<strong>联电</strong>拉升<strong>8.00%</strong>。</p><h2 style=\"text-align: left;\"><strong>02 其他市场</strong></h2><p style=\"text-align: left;\"><strong>6月18日十年美债收益率下降0.04%,最新收益率为4.46%</strong>。</p><p style=\"text-align: left;\"><strong>6月18日美元兑离岸人民币下降0.0264%,报6.82;美元兑港币上升0.0242%,报7.84</strong>。</p><p style=\"text-align: left;\"><strong>6月18日美元指数上升0.4085%,报100.78</strong>。</p><p style=\"text-align: left;\"><strong>6月18日美原油主连期货下降1.63%,报74.77美元/桶;纽约金主连期货下降2.76%,报4,260.40美元/盎司</strong>。</p><h2 style=\"text-align: left;\"><strong>03 要闻</strong></h2><p style=\"text-align: left;\"><strong>8.3万亿美元期权即将“核爆”到期!史上最大“三巫日”撞上养老基金再平衡,美股面临系统性头寸重置</strong></p><p style=\"text-align: left;\">Citadel Securities股票及股票衍生品策略主管鲁布纳表示,美股市场正迎来年内最为关键的技术性仓位调整窗口之一。未来两周,市场走势将更多由交易机制驱动,而非基本面因素主导。首个重大技术事件——6月“三巫日”即将登场。 当前期权未平仓合约量已创历史新高,相当于全部上市期权的28%将在当天到期,这将是史上规模最大的期权到期事件。约8.3万亿美元的美国期权敞口将集中出清,较去年12月创下的7.1万亿美元前纪录高出18%。</p><p style=\"text-align: left;\"><strong>Energy Fuels盘前大涨17% 与五角大楼签署7.25亿美元贷款承诺协议</strong></p><p style=\"text-align: left;\">美股稀土概念股Energy Fuels盘前大涨17%。消息面上,美国国防部与Energy Fuels签署7.25亿美元贷款承诺协议。</p><p style=\"text-align: left;\">1. <strong>埃森哲宣布41.8亿美元收购三家网络安全公司并下调全年收入指引</strong>。收购对象包括Dragos控股权及runZero与NetRise的全部股权,合并后每年可新增约2.08亿美元经常性收入;同时公司把全年营收增长上限由5%调低至4%,并给出弱于市场的下一财季预估,引发盘前股价一度跳水。</p><p style=\"text-align: left;\">2. <strong>苹果与英特尔达成在美联合设计与制造芯片协议</strong>。相关合作由美国政府撮合并伴随对英特尔10%股权的国家投资,旨在强化本土半导体供应链并减轻苹果对单一代工厂的依赖;受此利好,英特尔盘前股价大幅攀升。</p><p style=\"text-align: left;\">3. <strong>Nebius全资收购Eigen AI并斥资6.43亿美元</strong>。交易完成后,Nebius将把Eigen AI团队迁入旧金山湾区,打造北美研发中心,进一步增强其Token Factory等AI托管推理产品竞争力。</p><p style=\"text-align: left;\">4. <strong>Rumble斥资收购Northern Data并更名“RUM集团”</strong>。公司将增设人工智能与视频两大事业部,并整合22,000块英伟达H100/H200芯片与250 兆瓦电力资源,管理层预计未来AI云业务将成为主要收入来源。</p><p style=\"text-align: left;\">5. <strong>希捷科技高管集中“卖股缴税”引发市场关注</strong>。公司披露多名核心管理层在限制性股票归属后出售部分股份以履行税务义务,官方强调系常规操作,对基本面无负面影响。</p><p style=\"text-align: left;\">6. <strong>Aletheia Capital发布报告大幅上调DRAM与HBM价格预期</strong>。研究指出内存将在AI硬件价值占比快速提升,预计2026年三季度DRAM均价将较当前再升30%,刺激西部数据、美光等存储股盘前集体上涨。</p><p style=\"text-align: left;\">7. <strong>摩根大通上调全球半导体设备市场三年增速预估</strong>。该行预计2026–2028年晶圆厂设备支出连续保持双位数增长,反映云计算与AI基础设施投资加速向上游设备厂商外溢并提振资本开支。</p><p style=\"text-align: left;\">8. <strong>美联储维持联邦基金利率区间在3.5%–3.75%并上修长期利率预测</strong>。最新经济预测显示年内仍存在加息可能,主席发出继续遏制通胀的信号,引发短端美债收益率上行并带动市场对10月加息的预期升温。</p><p style=\"text-align: left;\">9. <strong>高盛副董事长卡普兰警告若通胀顽固美联储或在秋季再次加息</strong>。他称若未来数据无明显降温,9月开始连升利率将是更合理的选择,并提示市场需做好连续行动准备。</p><p style=\"text-align: left;\">10. <strong>英国央行以7比2投票维持基准利率在3.75%</strong>。委员会指出英国经济在上半年保持约0.2%季度增速,决策层认为当前政策立场仍适宜对抗通胀压力,同时暗示后续将依数据决定政策方向。</p><p style=\"text-align: left;\">资料来源:公开市场数据</p><p style=\"text-align: left;\">免责声明:本内容仅供参考,不构成任何投资建议</p><p style=\"text-align: left;\"></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"SPYU":"MAX S&P 500 4X Leveraged ETN","SSO":"2倍做多标普500ETF-ProShares","SH":"做空标普500-Proshares","SPYQ":"2倍做多SPY Quarterly ETF-Tradr","SVXY":"做空波动率指数短期期货ETF-ProShares","DOG":"道指ETF-ProShares做空","UPRO":"三倍做多标普500ETF-ProShares","SPYM":"投资组合标普500指数ETF-SPDR",".DJI":"道琼斯","IVV":"标普500ETF-iShares","SPYH":"Neos S&P 500 Hedged Equity Income ETF","SPXU":"三倍做空标普500ETF-ProShares","SMAX":"ISHARES LARGE CAP MAX BUFFER SEP ETF","DMAX":"ISHARES LARGE CAP MAX BUFFER DEC ETF",".IXIC":"NASDAQ Composite","DIA":"道琼斯ETF","QQQ":"纳指100ETF","VIX":"标普500波动率指数",".SPX":"S&P 500 Index","VOO":"Vanguard标普500ETF","SPXS":"三倍做空标普500ETF-Direxion","HIBL":"Direxion Daily S&P 500 High Beta Bull 3X Shares","SQQQ":"纳指三倍做空ETF","SPDN":"Direxion Daily S&P 500 Bear 1X Shares","VXX":"短期VIX期货ETN","MMAX":"iShares Large Cap Max Buffer Mar ETF","DDM":"2倍做多道指ETF-ProShares","SPUU":"Direxion Daily S&P 500 Bull 2x Shares","TQQQ":"纳指三倍做多ETF","UDOW":"三倍做多道指30ETF-ProShares","SDOW":"三倍做空道指30ETF-ProShares","SPXL":"三倍做多标普500ETF-Direxion","VIXY":"波动率短期期货指数ETF","DXD":"两倍做空道琼30指数ETF-ProShares","SVIX":"1倍做空短期期货恐慌指数ETF","UVXY":"1.5倍做多短期期货恐慌指数ETF-Proshares","SPY":"标普500ETF","SDS":"两倍做空标普500 ETF-ProShares","UVIX":"2倍做多恐慌指数期货ETF","YSPY":"GraniteShares YieldBOOST SPY ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124785052","content_text":"01 股市截至6月18日,美股三大期指全线反弹。道琼斯指数期货最新报52,113点,上涨0.33%;标普500指数期货报7546点,涨0.71%;纳斯达克100指数期货升至30432点,涨幅1.45%。在美联储按兵不动并暗示年内仍可能加息的背景下,资金继续追逐成长与科技龙头,场内对AI产业链的高景气预期未见降温。热门股异动方面:受“苹果将联手英特尔在美造芯”消息刺激,英特尔(INTC)盘前劲升9.55%;存储价格上调预期带动板块普涨,美光科技(MU)涨4.73%、西部数据(WDC)涨6.07%、慧荣科技(SIMO)涨5.11%。AI云服务商NEBIUS(NBIS)续涨4.52%,并创历史高位;受短期交易热潮影响,SpaceX(SPCX)盘前高位波动,期权与杠杆 ETF 交投再创新纪录。中概股方面:板块分化显著,阿里巴巴小幅回落1.20%,小鹏汽车回吐2.67%,而百度稳步走高1.51%;半导体链条受海外积极预期支撑,台积电盘前上涨1.34%,联电拉升8.00%。02 其他市场6月18日十年美债收益率下降0.04%,最新收益率为4.46%。6月18日美元兑离岸人民币下降0.0264%,报6.82;美元兑港币上升0.0242%,报7.84。6月18日美元指数上升0.4085%,报100.78。6月18日美原油主连期货下降1.63%,报74.77美元/桶;纽约金主连期货下降2.76%,报4,260.40美元/盎司。03 要闻8.3万亿美元期权即将“核爆”到期!史上最大“三巫日”撞上养老基金再平衡,美股面临系统性头寸重置Citadel Securities股票及股票衍生品策略主管鲁布纳表示,美股市场正迎来年内最为关键的技术性仓位调整窗口之一。未来两周,市场走势将更多由交易机制驱动,而非基本面因素主导。首个重大技术事件——6月“三巫日”即将登场。 当前期权未平仓合约量已创历史新高,相当于全部上市期权的28%将在当天到期,这将是史上规模最大的期权到期事件。约8.3万亿美元的美国期权敞口将集中出清,较去年12月创下的7.1万亿美元前纪录高出18%。Energy Fuels盘前大涨17% 与五角大楼签署7.25亿美元贷款承诺协议美股稀土概念股Energy Fuels盘前大涨17%。消息面上,美国国防部与Energy Fuels签署7.25亿美元贷款承诺协议。1. 埃森哲宣布41.8亿美元收购三家网络安全公司并下调全年收入指引。收购对象包括Dragos控股权及runZero与NetRise的全部股权,合并后每年可新增约2.08亿美元经常性收入;同时公司把全年营收增长上限由5%调低至4%,并给出弱于市场的下一财季预估,引发盘前股价一度跳水。2. 苹果与英特尔达成在美联合设计与制造芯片协议。相关合作由美国政府撮合并伴随对英特尔10%股权的国家投资,旨在强化本土半导体供应链并减轻苹果对单一代工厂的依赖;受此利好,英特尔盘前股价大幅攀升。3. Nebius全资收购Eigen AI并斥资6.43亿美元。交易完成后,Nebius将把Eigen AI团队迁入旧金山湾区,打造北美研发中心,进一步增强其Token Factory等AI托管推理产品竞争力。4. Rumble斥资收购Northern Data并更名“RUM集团”。公司将增设人工智能与视频两大事业部,并整合22,000块英伟达H100/H200芯片与250 兆瓦电力资源,管理层预计未来AI云业务将成为主要收入来源。5. 希捷科技高管集中“卖股缴税”引发市场关注。公司披露多名核心管理层在限制性股票归属后出售部分股份以履行税务义务,官方强调系常规操作,对基本面无负面影响。6. Aletheia Capital发布报告大幅上调DRAM与HBM价格预期。研究指出内存将在AI硬件价值占比快速提升,预计2026年三季度DRAM均价将较当前再升30%,刺激西部数据、美光等存储股盘前集体上涨。7. 摩根大通上调全球半导体设备市场三年增速预估。该行预计2026–2028年晶圆厂设备支出连续保持双位数增长,反映云计算与AI基础设施投资加速向上游设备厂商外溢并提振资本开支。8. 美联储维持联邦基金利率区间在3.5%–3.75%并上修长期利率预测。最新经济预测显示年内仍存在加息可能,主席发出继续遏制通胀的信号,引发短端美债收益率上行并带动市场对10月加息的预期升温。9. 高盛副董事长卡普兰警告若通胀顽固美联储或在秋季再次加息。他称若未来数据无明显降温,9月开始连升利率将是更合理的选择,并提示市场需做好连续行动准备。10. 英国央行以7比2投票维持基准利率在3.75%。委员会指出英国经济在上半年保持约0.2%季度增速,决策层认为当前政策立场仍适宜对抗通胀压力,同时暗示后续将依数据决定政策方向。资料来源:公开市场数据免责声明:本内容仅供参考,不构成任何投资建议","news_type":1,"symbols_score_info":{"TQQQ":2,"SPYH":0.6,"SPY":0.6,"VXX":2,"SPYQ":0.6,"SPYU":0.6,"DMAX":0.6,"DIA":0.6,"SMAX":0.6,"VIX":2,"IVV":0.6,"DXD":0.6,"VIXmain":2,"DDM":0.6,"YSPY":0.6,"SDS":0.6,"ESmain":1,"SH":0.6,"MMAX":0.6,"SPXS":0.6,".SPX":2,"SDOW":0.6,"HIBL":0.6,"SPDN":0.6,"SVIX":0.6,"SQQQ":2,"SPXL":0.6,"SVXY":0.6,"UDOW":0.6,"QQQ":2,"UVIX":0.6,"SSO":0.6,".DJI":2,"YMmain":1,"UVXY":0.6,"DOG":0.6,"NQmain":1,"UPRO":0.6,"VOO":0.6,"SPUU":0.6,"SPXU":0.6,"VIXY":2,"SPYM":0.6,".IXIC":2}},"isVote":1,"tweetType":1,"viewCount":50,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":576539720751112,"gmtCreate":1781780317481,"gmtModify":1781781214577,"author":{"id":"3547669272572533","authorId":"3547669272572533","name":"roseking","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3547669272572533","idStr":"3547669272572533"},"themes":[],"title":"","htmlText":"扩产至少三年,那时候黄花菜都凉透了","listText":"扩产至少三年,那时候黄花菜都凉透了","text":"扩产至少三年,那时候黄花菜都凉透了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/576539720751112","repostId":"2644170114","repostType":2,"repost":{"id":"2644170114","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1781777860,"share":"https://www.laohu8.com/m/news/2644170114?lang=zh_CN&edition=full","pubTime":"2026-06-18 18:17","market":"us","language":"zh","title":"半导体扩产全面提速,晶圆设备周期迎来重估!","url":"https://stock-news.laohu8.com/highlight/detail?id=2644170114","media":"华尔街见闻","summary":"摩根大通报告指出,全球半导体正从“AI芯片牛市”迈向覆盖晶圆厂、存储、先进封装及设备供应商的“扩产牛市”。报告大幅上修晶圆厂设备市场预期,预计2026至2028年市场规模将从1588亿美元增至2373亿美元,连续三年保持双位数增长。核心驱动来自云厂商资本开支激增及存储行业扩产提速。","content":"<html><head></head><body><p>人工智能驱动的全球算力竞赛正进入新阶段,而受益范围已不再局限于GPU厂商。</p>\n<p>据追风交易台,<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>最新半导体行业报告指出,在云计算巨头持续加码AI基础设施、存储行业进入新一轮景气周期、先进制程供给持续紧张的共同推动下,<strong>全球半导体资本开支迎来全面上修</strong>。</p>\n<p>作为反映产业扩张意愿的前瞻性指标,<strong>晶圆厂设备(WFE)市场增长预期大幅提升</strong>,未来三年有望连续保持双位数增长。具体来看,报告将2026年全球WFE市场增速预测从21%上调至28%,2027年从18%上调至29%,并首次预计2028年仍将实现16%的增长。</p>\n<p>如果说过去两年市场交易的是“AI芯片牛市”,那么摩根大通认为,未来几年市场或将进入覆盖晶圆厂、存储、先进封装和设备供应商的“半导体扩产牛市”。</p>\n<h2>AI需求持续外溢,设备市场预期再度上修</h2>\n<p>摩根大通预计,全球晶圆厂设备市场规模将从2025年的1245亿美元增长至2026年的1588亿美元、2027年的2050亿美元,并在2028年进一步升至2373亿美元。</p>\n<p><strong>推动预测上修的核心因素来自存储和先进制程领域。</strong>报告指出,过去市场曾担忧洁净室不足会成为2026年扩产的主要瓶颈,但随着晶圆厂通过优化现有厂房利用率以及提前布局新产能,这一限制正在逐步缓解。</p>\n<p>与此同时,<strong>全球半导体需求依然保持强劲。</strong>数据显示,2026年4月全球半导体销售额同比增长106%,创下自1994年以来最强增长纪录。其中,DRAM和NAND价格大幅上涨是主要推动力,即便剔除存储芯片因素,行业收入增速仍达到33%。</p>\n<h2>AI资本开支继续狂奔</h2>\n<p><strong>本轮行业预期上修的根本动因,在于科技巨头“近乎失控”的AI投资热潮。</strong></p>\n<p>摩根大通预计,美国四大云服务商Google、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、Microsoft和<a href=\"https://laohu8.com/S/META\">Meta</a>,2026年资本开支将同比增长80%,高于此前63%的预测;2027年仍将保持50%增速。按金额计,四家公司资本开支总额2026年将突破5750亿美元,2027年进一步升至8600亿美元,两年新增投资超5000亿美元。</p>\n<p><strong>更重要的是,AI投资结构正在转变。</strong>过去几年资金多流向GPU和AI加速器,而随着AI应用从训练转向推理,内存、网络、CPU、ASIC及先进封装的重要性快速提升。摩根预计,云厂商资本开支中存储占比将从过去的个位数至15%,大幅提升至2026年的约50%。</p>\n<p>这意味着,<strong>未来新增投资将从GPU集群开始向整个半导体产业链扩散。</strong></p>\n<h2>存储扩产提速,DRAM驱动设备市场增长</h2>\n<p><strong>本轮资本开支周期中,存储行业正重新成为扩产的核心方向。</strong></p>\n<p>报告指出,未来三年全球存储产业资本开支总额将达4500亿美元,较此前3000亿美元的水平显著上修。其中,DRAM投资规模预计为3640亿美元,占据绝对主导。</p>\n<p>在需求端,AI服务器对HBM及高性能内存的需求持续攀升;在供给端,EUV设备供给及基础设施建设进度构成产能释放的硬约束。供需错配之下,行业紧平衡格局有望长期延续。</p>\n<p>报告预计,2026年DRAM行业资本开支将同比增长54%,2027年再增37%,<strong>成为推动设备市场增长的最主要的动力之一</strong>。</p>\n</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>半导体扩产全面提速,晶圆设备周期迎来重估!</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半导体扩产全面提速,晶圆设备周期迎来重估!\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-06-18 18:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>人工智能驱动的全球算力竞赛正进入新阶段,而受益范围已不再局限于GPU厂商。</p>\n<p>据追风交易台,<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>最新半导体行业报告指出,在云计算巨头持续加码AI基础设施、存储行业进入新一轮景气周期、先进制程供给持续紧张的共同推动下,<strong>全球半导体资本开支迎来全面上修</strong>。</p>\n<p>作为反映产业扩张意愿的前瞻性指标,<strong>晶圆厂设备(WFE)市场增长预期大幅提升</strong>,未来三年有望连续保持双位数增长。具体来看,报告将2026年全球WFE市场增速预测从21%上调至28%,2027年从18%上调至29%,并首次预计2028年仍将实现16%的增长。</p>\n<p>如果说过去两年市场交易的是“AI芯片牛市”,那么摩根大通认为,未来几年市场或将进入覆盖晶圆厂、存储、先进封装和设备供应商的“半导体扩产牛市”。</p>\n<h2>AI需求持续外溢,设备市场预期再度上修</h2>\n<p>摩根大通预计,全球晶圆厂设备市场规模将从2025年的1245亿美元增长至2026年的1588亿美元、2027年的2050亿美元,并在2028年进一步升至2373亿美元。</p>\n<p><strong>推动预测上修的核心因素来自存储和先进制程领域。</strong>报告指出,过去市场曾担忧洁净室不足会成为2026年扩产的主要瓶颈,但随着晶圆厂通过优化现有厂房利用率以及提前布局新产能,这一限制正在逐步缓解。</p>\n<p>与此同时,<strong>全球半导体需求依然保持强劲。</strong>数据显示,2026年4月全球半导体销售额同比增长106%,创下自1994年以来最强增长纪录。其中,DRAM和NAND价格大幅上涨是主要推动力,即便剔除存储芯片因素,行业收入增速仍达到33%。</p>\n<h2>AI资本开支继续狂奔</h2>\n<p><strong>本轮行业预期上修的根本动因,在于科技巨头“近乎失控”的AI投资热潮。</strong></p>\n<p>摩根大通预计,美国四大云服务商Google、<a href=\"https://laohu8.com/S/AMZN\">Amazon</a>、Microsoft和<a href=\"https://laohu8.com/S/META\">Meta</a>,2026年资本开支将同比增长80%,高于此前63%的预测;2027年仍将保持50%增速。按金额计,四家公司资本开支总额2026年将突破5750亿美元,2027年进一步升至8600亿美元,两年新增投资超5000亿美元。</p>\n<p><strong>更重要的是,AI投资结构正在转变。</strong>过去几年资金多流向GPU和AI加速器,而随着AI应用从训练转向推理,内存、网络、CPU、ASIC及先进封装的重要性快速提升。摩根预计,云厂商资本开支中存储占比将从过去的个位数至15%,大幅提升至2026年的约50%。</p>\n<p>这意味着,<strong>未来新增投资将从GPU集群开始向整个半导体产业链扩散。</strong></p>\n<h2>存储扩产提速,DRAM驱动设备市场增长</h2>\n<p><strong>本轮资本开支周期中,存储行业正重新成为扩产的核心方向。</strong></p>\n<p>报告指出,未来三年全球存储产业资本开支总额将达4500亿美元,较此前3000亿美元的水平显著上修。其中,DRAM投资规模预计为3640亿美元,占据绝对主导。</p>\n<p>在需求端,AI服务器对HBM及高性能内存的需求持续攀升;在供给端,EUV设备供给及基础设施建设进度构成产能释放的硬约束。供需错配之下,行业紧平衡格局有望长期延续。</p>\n<p>报告预计,2026年DRAM行业资本开支将同比增长54%,2027年再增37%,<strong>成为推动设备市场增长的最主要的动力之一</strong>。</p>\n</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860","relate_stocks":{"HIMX":"奇景光电","AVGX":"2倍做多AVGO ETF-Defiance","SMTC":"先科电子","ASMG":"2倍做多ASML ETF- Leverage Shares","AMAT":"应用材料","AVGO":"博通","MRVL":"迈威尔科技","STX":"希捷科技","SNPX":"2倍做多SNPS ETF-Tradr","LINT":"Direxion Daily INTC Bull 2X ETF","AMBA":"安霸","ASMU":"Direxion Daily ASML Bull 2X ETF","LRCU":"2倍做多LRCX ETF-Tradr","MVLL":"2倍做多MRVL ETF-GraniteShares","PXLW":"美国像素","AVL":"2倍做多AVGO ETF-Direxion","ALAB":"Astera Labs, Inc.","QRVO":"Qorvo, Inc.","UMC":"联电","AMDD":"1倍做空AMD ETF-Direxion","AMDG":"2倍做多AMD ETF- Leverage Shares","SMCI":"超微电脑","NVDO":"2倍上限加速NVDA ETF-Leverage Shares","SNDU":"T-Rex 2X Long SNDK Daily Target ETF","INTW":"2倍做多INTC ETF-GraniteShares","AMDL":"2倍做多AMD ETF-GraniteShares","QCOM":"高通","KLAG":"Leverage Shares 2X Long KLAC Daily ETF","NVD":"2倍做空NVDA ETF-GraniteShares","WOLF":"Wolfspeed Inc.","GFS":"GLOBALFOUNDRIES Inc.","BK4585":"ETF&股票定投概念","CHPY":"YieldMax Semiconductor Portfolio Option Income ETF","AMDU":"Defiance Leveraged Long + Income AMD ETF","NVDB":"ProShares Ultra NVDA ETF","NVDA":"英伟达","SNPS":"新思科技","NVDD":"1倍做空NVDA ETF-Direxion","AMDW":"Roundhill AMD WeeklyPay ETF","FTXL":"First Trust Nasdaq Semiconductor ETF","SNDK":"闪迪","NVDG":"2倍做多NVDA ETF- Leverage Shares","AMDY":"AMD期权收益策略ETF-YieldMax","WDCX":"Tradr 2X Long WDC Daily ETF","NVDL":"2倍做多NVDA ETF-GraniteShares","SMYY":"GraniteShares YieldBOOST SMCI ETF","NVDQ":"2倍做空NVDA ETF-T-Rex","WDC":"西部数据","LSCC":"莱迪思半导体","AVS":"1倍做空AVGO ETF-Direxion","BK4588":"碎股","DIPS":"做空NVDA期权收益策略ETF-YieldMax","AMBQ":"Ambiq Micro","CRDO":"Credo Technology Group Holding Ltd","NVDS":"1.5倍做空NVDA ETF-Tradr","MU":"美光科技","NVDU":"2倍做多NVDA ETF-Direxion","STSM":"Defiance Daily Target 2X Short TSM ETF","NVDW":"NVDA周配息ETF-Roundhill","SSG":"Proshares Ultrashort Semiconductors","SWKS":"思佳讯","NVDX":"2倍做多NVDA ETF-T-Rex","MRVU":"Direxion Daily MRVL Bull 2X ETF","NVDY":"NVDA期权收益策略ETF-YieldMax","ARMW":"Roundhill ARM WeeklyPay ETF","MCHP":"微芯科技","INTC":"英特尔","LRCX":"拉姆研究","MUD":"1倍做空MU ETF-Direxion","SOXX":"iShares费城交易所半导体ETF","NVII":"Rex NVDA Growth & Income ETF","MULL":"2倍做多MU ETF-GraniteShares","ARMG":"2倍做多ARM ETF- Leverage 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17:44","market":"us","language":"zh","title":"特朗普:在我卸任之时,美国或将掌控超五成芯片产业","url":"https://stock-news.laohu8.com/highlight/detail?id=2643758086","media":"智通财经","summary":"特朗普:在我卸任之时,美国或将掌控超五成芯片产业。","content":"<html><head></head><body><div>\n<div>\n 特朗普:在我卸任之时,美国或将掌控超五成芯片产业。 </div>\n</div></body></html>","source":"live_zhitongcaijing","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>特朗普:在我卸任之时,美国或将掌控超五成芯片产业</title>\n<style 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href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/fbdf8f4e49a68183acf7f324c9833000","relate_stocks":{"AMBA":"安霸","ARMW":"Roundhill ARM WeeklyPay ETF","HIMX":"奇景光电","CRDU":"Tradr 2X Long CRDO Daily ETF","UMC":"联电","07388":"XI二南英伟","SNXX":"Tradr 2X Long SNDK Daily ETF","DIPS":"做空NVDA期权收益策略ETF-YieldMax","NVDU":"2倍做多NVDA ETF-Direxion","ARM":"ARM Holdings","QCML":"2倍做多QCOM ETF-GraniteShares","SMCZ":"2倍做空SMCI ETF-Defiance","NVTX":"2倍做多NVTS ETF-Tradr","TSMU":"2倍做多TSM ETF-GraniteShares","MVLL":"2倍做多MRVL ETF-GraniteShares","SOX":"费城半导体指数","WOLF":"Wolfspeed Inc.","SMCC":"Defiance Leveraged Long + Income SMCI ETF","PXLW":"美国像素","NVD":"2倍做空NVDA ETF-GraniteShares","NVDB":"ProShares Ultra NVDA ETF","DAMD":"2倍做空AMD ETF-Defiance","SNPS":"新思科技","SNDK":"闪迪","LRCU":"2倍做多LRCX ETF-Tradr","AMUU":"2倍做多AMD ETF-Direxion","NVDG":"2倍做多NVDA ETF- Leverage 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