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jackycai777
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jackycai777
jackycai777
·
04-11 00:05
Replying to
@Fred_6810
:全球唯二的芯片制造公司没业绩，你这球样的缅癌更适合你，你去买中石油，特别有业绩再不行联通电信茅台中芯国际都行//
@Fred_6810
:没有业绩， 只有消息
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jackycai777
jackycai777
·
03-18
跟这没关系别瞎几把解读
英特尔股价下跌，GTC大会对这家CPU巨头意味着什么？
英特尔公司股价周二下跌约2%，投资者对英伟达年度GTC大会上公布的新人工智能更新做出反应。此次下跌是在市场高度关注英伟达展示的下一代GPU系统和扩展的AI基础设施计划之后发生的。该公司还重点介绍了新的专注于推理的芯片，并预计AI基础设施的长期需求强劲，这强化了以GPU为中心的平台将继续成为数据中心部署核心的预期。 英特尔也一直在强调其采用x86处理器的AI推理能力，并在集成系统中与英伟达合作。
英特尔股价下跌，GTC大会对这家CPU巨头意味着什么？
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jackycai777
jackycai777
·
01-28
很多**看不透，好比朱元璋刚刚赢了鄱阳湖水战，这时候一棒子**在那里说朱元璋啊就是个要饭的和尚，能有什么作为！？英特尔作为世界第二的芯片代工厂含金量还不够吗？你们这帮**觉得它未来没可能第一吗，就你们这见识还炒股呢，找个厂打螺丝不香吗
报道：供应链消息称，苹果之后，英伟达下一代GPU也将合作英特尔，以取悦特朗普
供应链人士透露，英伟达预计在2028年推出的Feynman架构平台将与英特尔合作，英伟达在合作中采用"量少、低阶、非核心"的合作策略。除英伟达外，苹果、谷歌、微软、AWS、高通、博通等企业也在与英特尔洽谈合作。分析认为，在政治、供应链韧性与台积电先进封装产能受限的现实下，美国芯片大厂势必启动双代工策略。
报道：供应链消息称，苹果之后，英伟达下一代GPU也将合作英特尔，以取悦特朗普
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jackycai777
jackycai777
·
01-15
扯你妈了比市盈率，你咋不说市净率才二倍呢**，你看看英伟达市净率多少，坏比不安好心
英特尔股价创近两年新高，市场在兴奋什么？
要点英特尔股价周二上涨 7.3%，周三再涨 3%，接近自 2024 年初以来未见的水平。美国政府去年 8 月向英特尔投资 89 亿美元，获得其 10% 的股份。这波上涨也让英特尔看起来价格不菲——根据 FactSet 的数据，其当前的远期市盈率已超过 76 倍。苹果方面在周三早些时候未立即回应置评请求。英特尔的一位发言人表示，公司已收到来自美国政府、英伟达以及日本软银集团的投资，这些此前均已披露。
英特尔股价创近两年新高，市场在兴奋什么？
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jackycai777
jackycai777
·
2025-12-25
听风就是屁，硬扣屎盆子。以后就没有什么台积电醒醒吧
传英伟达暂停18A工艺测试，英特尔芯片代工梦遭“当头一棒”
暂停对英特尔18A制造工艺的测试。
传英伟达暂停18A工艺测试，英特尔芯片代工梦遭“当头一棒”
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jackycai777
jackycai777
·
2025-12-03
从地缘政治跟国家安全来看，台积电很快会被掏空掏空，台积电的崛起是幸运的偶然，他抓住了历史机遇，但是怀璧其罪，守不住的
英特尔股价下跌，回吐分析师其与苹果合作预期带来的涨幅
英特尔股价周一下跌，回吐了上周五的涨幅。受此消息推动，英特尔股价当日上涨 10%。在帖子中，郭明錤淡化了英特尔与苹果潜在合作对台积电的影响，他表示，未来“可预见的期间”内，苹果仍将“高度依赖”台积电的先进制程。过去 12 个月里，英特尔股价在多年下跌后出现复苏。自 2005 年首次宣布采用英特尔处理器以来，苹果与英特尔的关系经历了起伏。上周，英特尔还卷入了台积电提起的一项诉讼。
英特尔股价下跌，回吐分析师其与苹果合作预期带来的涨幅
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jackycai777
jackycai777
·
2025-10-09
大家一起跟汇丰砸盘吧，到30我接，虽然我接不了多少[呆住]
汇丰下调英特尔评级至“减持”，指其近期55%股价涨幅“不可持续”
智通财经APP获悉，$汇丰$银行发布最新研报，将$英特尔$的股票评级由“持有”下调至“减持”，并指出其近期股价重估“不可持续”。该行分析师弗兰克·李在报告中指出，英特尔股价自8月首次宣布三笔重大交易以来已累计上涨55%，但支撑这一涨幅的交易逻辑存在隐患。值得注意的是，弗兰克·李将英特尔目标价从21.25美元上调至24美元，但评级下调反映了其长期担忧。
汇丰下调英特尔评级至“减持”，指其近期55%股价涨幅“不可持续”
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jackycai777
jackycai777
·
2025-10-07
$美国超微公司(AMD)$
别**演了，赶紧下来吧
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jackycai777
jackycai777
·
2025-10-06
没看懂，这是拿老黄当凯子耍吗，有懂的吗，求赐教
挑战英伟达(NVDA.US)!AMD(AMD.US)与OpenAI达成重磅合作 瞄准数百亿美元AI收入
智通财经APP获悉，AMD与OpenAI正式签署最终协议，双方将共同推进人工智能基础设施建设，AMD预计该合作可能带来数百亿美元新收入。作为交换，AMD已向OpenAI授予最多1.6亿股认股权证。此次合作是OpenAI继今年9月与英伟达达成1000亿美元人工智能基础设施投资后的又一重大数据中心布局。后续权证归属将与AMD股价目标达成、OpenAI大规模部署AMD技术的商业及技术里程碑实现相关联。
挑战英伟达(NVDA.US)!AMD(AMD.US)与OpenAI达成重磅合作 瞄准数百亿美元AI收入
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jackycai777
jackycai777
·
2025-09-25
Replying to
@james duan
:那你下去问问乔布斯怎么看//
@james duan
:苹果入股英特尔 真是笑话 乔布斯生前最讨厌的公司就是英特尔
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to <a href=\"https://laohu8.com/U/3563140991934227\">@Fred_6810</a>:全球唯二的芯片制造公司没业绩，你这球样的缅癌更适合你，你去买中石油，特别有业绩再不行联通电信茅台中芯国际都行//<a href=\"https://laohu8.com/U/3563140991934227\">@Fred_6810</a>:没有业绩， 只有消息","listText":"Replying to <a href=\"https://laohu8.com/U/3563140991934227\">@Fred_6810</a>:全球唯二的芯片制造公司没业绩，你这球样的缅癌更适合你，你去买中石油，特别有业绩再不行联通电信茅台中芯国际都行//<a href=\"https://laohu8.com/U/3563140991934227\">@Fred_6810</a>:没有业绩， 只有消息","text":"Replying to @Fred_6810:全球唯二的芯片制造公司没业绩，你这球样的缅癌更适合你，你去买中石油，特别有业绩再不行联通电信茅台中芯国际都行//@Fred_6810:没有业绩， 只有消息","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/552151404409480","isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":543846862131424,"gmtCreate":1773800682846,"gmtModify":1773801891999,"author":{"id":"3553325405156389","authorId":"3553325405156389","name":"jackycai777","avatar":"https://static.tigerbbs.com/8eeec372947e11a13dd416c1481d89f8","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553325405156389","idStr":"3553325405156389"},"themes":[],"title":"","htmlText":"跟这没关系别瞎几把解读","listText":"跟这没关系别瞎几把解读","text":"跟这没关系别瞎几把解读","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/543846862131424","repostId":"2620477001","repostType":2,"repost":{"id":"2620477001","kind":"news","pubTimestamp":1773774600,"share":"https://www.laohu8.com/m/news/2620477001?lang=zh_CN&edition=full","pubTime":"2026-03-18 03:10","market":"sg","language":"zh","title":"英特尔股价下跌，GTC大会对这家CPU巨头意味着什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=2620477001","media":"环球市场播报","summary":"英特尔公司股价周二下跌约2%，投资者对英伟达年度GTC大会上公布的新人工智能更新做出反应。此次下跌是在市场高度关注英伟达展示的下一代GPU系统和扩展的AI基础设施计划之后发生的。该公司还重点介绍了新的专注于推理的芯片，并预计AI基础设施的长期需求强劲，这强化了以GPU为中心的平台将继续成为数据中心部署核心的预期。 英特尔也一直在强调其采用x86处理器的AI推理能力，并在集成系统中与英伟达合作。","content":"<html><body><div>\n<p> <span><a href=\"https://laohu8.com/S/INTC\">英特尔</a></span><span></span>公司股价周二下跌约2%，投资者对<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>年度GTC大会上公布的新人工智能更新做出反应。此次下跌是在市场高度关注英伟达展示的下一代GPU系统和扩展的AI基础设施计划之后发生的。</p>\n<p> 在大会上，英伟达概述了其最新的硬件路线图，包括Vera Rubin架构和更新的基于Blackwell的系统，旨在提升AI推理性能。该公司还重点介绍了新的专注于推理的芯片，并预计AI基础设施的长期需求强劲，这强化了以GPU为中心的平台将继续成为数据中心部署核心的预期。</p>\n<p> 这些公告突显了英伟达进一步转向AI推理工作负载，这正日益与实时应用和基于代理的系统联系在一起。其他观察人士指出，通过强调更快的GPU系统，投资者的注意力可能会从基于CPU的战略上转移开，而基于CPU的战略也是英特尔AI数据中心战略的组成部分。</p>\n<p> 英特尔也一直在强调其采用x86处理器的AI推理能力，并在集成系统中与英伟达合作。然而，市场参与者正逐渐意识到，由于其更宏大的路线图和不断发展的生态系统，英伟达可能在不久的将来颠覆半导体行业的竞争格局。</p>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：张俊 SF065</p>\n</div></body></html>","source":"sina","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>英特尔股价下跌，GTC大会对这家CPU巨头意味着什么？</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英特尔股价下跌，GTC大会对这家CPU巨头意味着什么？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-18 03:10 北京时间 <a href=https://finance.sina.com.cn/stock/usstock/c/2026-03-18/doc-inhrivfc7793231.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英特尔公司股价周二下跌约2%，投资者对英伟达年度GTC大会上公布的新人工智能更新做出反应。此次下跌是在市场高度关注英伟达展示的下一代GPU系统和扩展的AI基础设施计划之后发生的。\n 在大会上，英伟达概述了其最新的硬件路线图，包括Vera Rubin架构和更新的基于Blackwell的系统，旨在提升AI推理性能。该公司还重点介绍了新的专注于推理的芯片，并预计AI基础设施的长期需求强劲，这强化了以...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2026-03-18/doc-inhrivfc7793231.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","BK4554":"元宇宙及AR概念","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","NVDA":"英伟达","BK4512":"苹果概念","BK4543":"AI","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","BK4585":"ETF&股票定投概念","LU0097036916.USD":"贝莱德美国增长A2 USD","LINT":"Direxion Daily INTC Bull 2X ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4529":"IDC概念","INTW":"2倍做多INTC ETF-GraniteShares","BK4602":"量子计算概念","BK4575":"芯片概念","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","BK4535":"淡马锡持仓","BK4515":"5G概念","04335":"英特尔-T","BK4612":"AI芯片","BK4579":"人工智能","INTC":"英特尔","BK4588":"碎股","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","BK4550":"红杉资本持仓","BK4605":"半导体精选","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-03-18/doc-inhrivfc7793231.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2620477001","content_text":"英特尔公司股价周二下跌约2%，投资者对英伟达年度GTC大会上公布的新人工智能更新做出反应。此次下跌是在市场高度关注英伟达展示的下一代GPU系统和扩展的AI基础设施计划之后发生的。\n 在大会上，英伟达概述了其最新的硬件路线图，包括Vera Rubin架构和更新的基于Blackwell的系统，旨在提升AI推理性能。该公司还重点介绍了新的专注于推理的芯片，并预计AI基础设施的长期需求强劲，这强化了以GPU为中心的平台将继续成为数据中心部署核心的预期。\n 这些公告突显了英伟达进一步转向AI推理工作负载，这正日益与实时应用和基于代理的系统联系在一起。其他观察人士指出，通过强调更快的GPU系统，投资者的注意力可能会从基于CPU的战略上转移开，而基于CPU的战略也是英特尔AI数据中心战略的组成部分。\n 英特尔也一直在强调其采用x86处理器的AI推理能力，并在集成系统中与英伟达合作。然而，市场参与者正逐渐意识到，由于其更宏大的路线图和不断发展的生态系统，英伟达可能在不久的将来颠覆半导体行业的竞争格局。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 SF065","news_type":1,"symbols_score_info":{"NVDA":1.9,"INTW":0.6,"INTC":1.94,"LINT":0.6,"04335":1.94}},"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526847155917280,"gmtCreate":1769597732880,"gmtModify":1769597736034,"author":{"id":"3553325405156389","authorId":"3553325405156389","name":"jackycai777","avatar":"https://static.tigerbbs.com/8eeec372947e11a13dd416c1481d89f8","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553325405156389","idStr":"3553325405156389"},"themes":[],"title":"","htmlText":"很多**看不透，好比朱元璋刚刚赢了鄱阳湖水战，这时候一棒子**在那里说朱元璋啊就是个要饭的和尚，能有什么作为！？英特尔作为世界第二的芯片代工厂含金量还不够吗？你们这帮**觉得它未来没可能第一吗，就你们这见识还炒股呢，找个厂打螺丝不香吗","listText":"很多**看不透，好比朱元璋刚刚赢了鄱阳湖水战，这时候一棒子**在那里说朱元璋啊就是个要饭的和尚，能有什么作为！？英特尔作为世界第二的芯片代工厂含金量还不够吗？你们这帮**觉得它未来没可能第一吗，就你们这见识还炒股呢，找个厂打螺丝不香吗","text":"很多**看不透，好比朱元璋刚刚赢了鄱阳湖水战，这时候一棒子**在那里说朱元璋啊就是个要饭的和尚，能有什么作为！？英特尔作为世界第二的芯片代工厂含金量还不够吗？你们这帮**觉得它未来没可能第一吗，就你们这见识还炒股呢，找个厂打螺丝不香吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526847155917280","repostId":"2606527757","repostType":2,"repost":{"id":"2606527757","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":1769569816,"share":"https://www.laohu8.com/m/news/2606527757?lang=zh_CN&edition=full","pubTime":"2026-01-28 11:10","market":"hk","language":"zh","title":"报道：供应链消息称，苹果之后，英伟达下一代GPU也将合作英特尔，以取悦特朗普","url":"https://stock-news.laohu8.com/highlight/detail?id=2606527757","media":"华尔街见闻","summary":"供应链人士透露，英伟达预计在2028年推出的Feynman架构平台将与英特尔合作，英伟达在合作中采用\"量少、低阶、非核心\"的合作策略。除英伟达外，苹果、谷歌、微软、AWS、高通、博通等企业也在与英特尔洽谈合作。分析认为，在政治、供应链韧性与台积电先进封装产能受限的现实下，美国芯片大厂势必启动双代工策略。","content":"<html><head></head><body><blockquote><p>供应链人士透露，英伟达预计在2028年推出的Feynman架构平台将与英特尔合作，英伟达在合作中采用"量少、低阶、非核心"的合作策略。除英伟达外，苹果、谷歌、微软、AWS、高通、博通等企业也在与英特尔洽谈合作。分析认为，在政治、供应链韧性与台积电先进封装产能受限的现实下，美国芯片大厂势必启动双代工策略。</p></blockquote><p>继<a href=\"https://laohu8.com/S/AAPL\">苹果</a>之后，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>也计划将部分芯片制造业务转向<a href=\"https://laohu8.com/S/INTC\">英特尔</a>代工。英伟达预计在2028年推出的Feynman架构平台将与英特尔合作，这是美国科技巨头在特朗普政府推动"美国制造"目标下调整供应链策略的最新案例。英特尔隔夜涨超3%，夜盘续涨近5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9163379f1f2f6fb34ab5b05ec19f24f\" tg-width=\"466\" tg-height=\"150\"/></p><p>据DIGITIMES周三报道，<strong>供应链人士透露，英伟达将在与英特尔的合作中采用"量少、低阶、非核心"的合作策略。</strong>GPU核心芯片仍由<a href=\"https://laohu8.com/S/TSM\">台积电</a>代工，而I/O芯片则部分采用英特尔18A或预定2028年量产的14A制程，最后由英特尔EMIB进行先进封装。<strong>按先进封装比重计算，英特尔最高约占25%，台积电约占75%。</strong></p><p>这一转变反映出美国科技企业在政治压力、关税威胁和供应链韧性考量下，不得不从高度集中于台积电的模式转向“多源供应、分散风险”的新策略。除英伟达和苹果外，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、AWS、<a href=\"https://laohu8.com/S/QCOM\">高通</a>、<a href=\"https://laohu8.com/S/AVGO\">博通</a>、<a href=\"https://laohu8.com/S/SMCI\">超微</a>和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>等企业也在与英特尔洽谈合作。</p><p>尽管部分订单分流至英特尔，但业界认为这对台积电"利远大于弊"，有助于降低垄断疑虑、释放政治压力，同时台积电仍有信心稳固高阶芯片代工大单。</p><h2 id=\"id_3992556085\">英伟达Feynman架构部分转向英特尔</h2><p>英伟达在2025年9月宣布斥资50亿美元入股英特尔后，最新规划是在Rubin系列的下一代继任者Feynman架构芯片中与英特尔合作。根据供应链消息，GPU核心芯片仍由台积电代工，I/O芯片则部分采用英特尔18A或14A制程，具体选择取决于14A后续良率量产状况。</p><p>供应链人士表示，在特朗普政府美国制造目标确立与关税压力下，美国芯片大厂早已与英特尔研议合作，但由于18A未达客户期待，合作时间点应在2028年量产的14A。英特尔执行长陈立武日前表示，目前有两家客户正在评估14A制程的具体细节。</p><p>对比14A、18A制程导入风险高，多数业者与英特尔的合作从先进封装EMIB先行。供应链业者分析，美国制造目标面临成本与良率挑战，<strong>但在政治、供应链韧性与台积电先进封装产能受限的现实下，美国芯片大厂势必启动双代工策略。</strong></p><h2 id=\"id_2590994264\">苹果入门级处理器重启英特尔合作</h2><p>苹果与英特尔洽谈多时的合作代工产品，应是MacBook所搭载的"入门级M系列处理器"，目前由台积电代工。苹果Mac系列自2006年起采用英特尔x86处理器，英特尔也在2005年于美国俄勒冈州晶圆厂特为其设立"Apple Group"专属产线。</p><p>2020年6月，苹果正式宣布推出<a href=\"https://laohu8.com/S/ARM\">Arm</a>架构芯片"Apple Silicon"，Mac系列机种2年后全数转采自研芯片。当时苹果主要考量是扩大供应链掌握度以及整合生态系，另一关键是英特尔10纳米制程延迟恐影响Mac新机上市。</p><p>供应链业者透露，苹果3年后重启与英特尔合作的主因，仍是特朗普主导下的美国制造目标与关税冲击，其次是成本、分散单一代工制造风险及产能短缺等因素。</p><h2 id=\"id_2870727608\">台积电三层战略应对客户分流</h2><p>目前观察，苹果、英伟达都以代工风险最低的产品渐进式调整。与英特尔洽谈合作的还有<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>、微软、AWS、高通、<a href=\"https://laohu8.com/S/600455\">博通</a>、超微与特斯拉等，以及掌握度最高的美国政府标案长约大单。不过，英特尔能否符合早已习惯台积电模式的科技龙头需求，变数仍大。</p><p>对台积电来说，已预见众多客户会另转往英特尔投片，但分析认为实际上"利远大于弊"，至少有三层战略考量：<strong>第一，可降低垄断与监管疑虑；第二，可释放美国政治压力；第三，外溢仅是"非核心"订单，有助于未来议价与供货。</strong></p><p>一方面替台积电在晶圆代工业市占率过高恐牵扯反垄断法的疑虑有所解套，二方面适度释出非核心订单也可减轻来自特朗普政府不断释出各种要求的压力，三方面台积电仍有信心稳固各大厂核心的高阶芯片代工大单。或许试过转单其他晶圆代工厂的客户，才会想念台积电的美好，这对于台积电未来的议价、供货更具优势。</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>报道：供应链消息称，苹果之后，英伟达下一代GPU也将合作英特尔，以取悦特朗普</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报道：供应链消息称，苹果之后，英伟达下一代GPU也将合作英特尔，以取悦特朗普\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\">2026-01-28 11:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>供应链人士透露，英伟达预计在2028年推出的Feynman架构平台将与英特尔合作，英伟达在合作中采用"量少、低阶、非核心"的合作策略。除英伟达外，苹果、谷歌、微软、AWS、高通、博通等企业也在与英特尔洽谈合作。分析认为，在政治、供应链韧性与台积电先进封装产能受限的现实下，美国芯片大厂势必启动双代工策略。</p></blockquote><p>继<a href=\"https://laohu8.com/S/AAPL\">苹果</a>之后，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>也计划将部分芯片制造业务转向<a href=\"https://laohu8.com/S/INTC\">英特尔</a>代工。英伟达预计在2028年推出的Feynman架构平台将与英特尔合作，这是美国科技巨头在特朗普政府推动"美国制造"目标下调整供应链策略的最新案例。英特尔隔夜涨超3%，夜盘续涨近5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f9163379f1f2f6fb34ab5b05ec19f24f\" tg-width=\"466\" tg-height=\"150\"/></p><p>据DIGITIMES周三报道，<strong>供应链人士透露，英伟达将在与英特尔的合作中采用"量少、低阶、非核心"的合作策略。</strong>GPU核心芯片仍由<a href=\"https://laohu8.com/S/TSM\">台积电</a>代工，而I/O芯片则部分采用英特尔18A或预定2028年量产的14A制程，最后由英特尔EMIB进行先进封装。<strong>按先进封装比重计算，英特尔最高约占25%，台积电约占75%。</strong></p><p>这一转变反映出美国科技企业在政治压力、关税威胁和供应链韧性考量下，不得不从高度集中于台积电的模式转向“多源供应、分散风险”的新策略。除英伟达和苹果外，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>、AWS、<a href=\"https://laohu8.com/S/QCOM\">高通</a>、<a href=\"https://laohu8.com/S/AVGO\">博通</a>、<a href=\"https://laohu8.com/S/SMCI\">超微</a>和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>等企业也在与英特尔洽谈合作。</p><p>尽管部分订单分流至英特尔，但业界认为这对台积电"利远大于弊"，有助于降低垄断疑虑、释放政治压力，同时台积电仍有信心稳固高阶芯片代工大单。</p><h2 id=\"id_3992556085\">英伟达Feynman架构部分转向英特尔</h2><p>英伟达在2025年9月宣布斥资50亿美元入股英特尔后，最新规划是在Rubin系列的下一代继任者Feynman架构芯片中与英特尔合作。根据供应链消息，GPU核心芯片仍由台积电代工，I/O芯片则部分采用英特尔18A或14A制程，具体选择取决于14A后续良率量产状况。</p><p>供应链人士表示，在特朗普政府美国制造目标确立与关税压力下，美国芯片大厂早已与英特尔研议合作，但由于18A未达客户期待，合作时间点应在2028年量产的14A。英特尔执行长陈立武日前表示，目前有两家客户正在评估14A制程的具体细节。</p><p>对比14A、18A制程导入风险高，多数业者与英特尔的合作从先进封装EMIB先行。供应链业者分析，美国制造目标面临成本与良率挑战，<strong>但在政治、供应链韧性与台积电先进封装产能受限的现实下，美国芯片大厂势必启动双代工策略。</strong></p><h2 id=\"id_2590994264\">苹果入门级处理器重启英特尔合作</h2><p>苹果与英特尔洽谈多时的合作代工产品，应是MacBook所搭载的"入门级M系列处理器"，目前由台积电代工。苹果Mac系列自2006年起采用英特尔x86处理器，英特尔也在2005年于美国俄勒冈州晶圆厂特为其设立"Apple Group"专属产线。</p><p>2020年6月，苹果正式宣布推出<a href=\"https://laohu8.com/S/ARM\">Arm</a>架构芯片"Apple Silicon"，Mac系列机种2年后全数转采自研芯片。当时苹果主要考量是扩大供应链掌握度以及整合生态系，另一关键是英特尔10纳米制程延迟恐影响Mac新机上市。</p><p>供应链业者透露，苹果3年后重启与英特尔合作的主因，仍是特朗普主导下的美国制造目标与关税冲击，其次是成本、分散单一代工制造风险及产能短缺等因素。</p><h2 id=\"id_2870727608\">台积电三层战略应对客户分流</h2><p>目前观察，苹果、英伟达都以代工风险最低的产品渐进式调整。与英特尔洽谈合作的还有<a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>、微软、AWS、高通、<a href=\"https://laohu8.com/S/600455\">博通</a>、超微与特斯拉等，以及掌握度最高的美国政府标案长约大单。不过，英特尔能否符合早已习惯台积电模式的科技龙头需求，变数仍大。</p><p>对台积电来说，已预见众多客户会另转往英特尔投片，但分析认为实际上"利远大于弊"，至少有三层战略考量：<strong>第一，可降低垄断与监管疑虑；第二，可释放美国政治压力；第三，外溢仅是"非核心"订单，有助于未来议价与供货。</strong></p><p>一方面替台积电在晶圆代工业市占率过高恐牵扯反垄断法的疑虑有所解套，二方面适度释出非核心订单也可减轻来自特朗普政府不断释出各种要求的压力，三方面台积电仍有信心稳固各大厂核心的高阶芯片代工大单。或许试过转单其他晶圆代工厂的客户，才会想念台积电的美好，这对于台积电未来的议价、供货更具优势。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) 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ACC"},"source_url":"https://wallstreetcn.com/articles/3764313","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2606527757","content_text":"供应链人士透露，英伟达预计在2028年推出的Feynman架构平台将与英特尔合作，英伟达在合作中采用\"量少、低阶、非核心\"的合作策略。除英伟达外，苹果、谷歌、微软、AWS、高通、博通等企业也在与英特尔洽谈合作。分析认为，在政治、供应链韧性与台积电先进封装产能受限的现实下，美国芯片大厂势必启动双代工策略。继苹果之后，英伟达也计划将部分芯片制造业务转向英特尔代工。英伟达预计在2028年推出的Feynman架构平台将与英特尔合作，这是美国科技巨头在特朗普政府推动\"美国制造\"目标下调整供应链策略的最新案例。英特尔隔夜涨超3%，夜盘续涨近5%。据DIGITIMES周三报道，供应链人士透露，英伟达将在与英特尔的合作中采用\"量少、低阶、非核心\"的合作策略。GPU核心芯片仍由台积电代工，而I/O芯片则部分采用英特尔18A或预定2028年量产的14A制程，最后由英特尔EMIB进行先进封装。按先进封装比重计算，英特尔最高约占25%，台积电约占75%。这一转变反映出美国科技企业在政治压力、关税威胁和供应链韧性考量下，不得不从高度集中于台积电的模式转向“多源供应、分散风险”的新策略。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。尽管部分订单分流至英特尔，但业界认为这对台积电\"利远大于弊\"，有助于降低垄断疑虑、释放政治压力，同时台积电仍有信心稳固高阶芯片代工大单。英伟达Feynman架构部分转向英特尔英伟达在2025年9月宣布斥资50亿美元入股英特尔后，最新规划是在Rubin系列的下一代继任者Feynman架构芯片中与英特尔合作。根据供应链消息，GPU核心芯片仍由台积电代工，I/O芯片则部分采用英特尔18A或14A制程，具体选择取决于14A后续良率量产状况。供应链人士表示，在特朗普政府美国制造目标确立与关税压力下，美国芯片大厂早已与英特尔研议合作，但由于18A未达客户期待，合作时间点应在2028年量产的14A。英特尔执行长陈立武日前表示，目前有两家客户正在评估14A制程的具体细节。对比14A、18A制程导入风险高，多数业者与英特尔的合作从先进封装EMIB先行。供应链业者分析，美国制造目标面临成本与良率挑战，但在政治、供应链韧性与台积电先进封装产能受限的现实下，美国芯片大厂势必启动双代工策略。苹果入门级处理器重启英特尔合作苹果与英特尔洽谈多时的合作代工产品，应是MacBook所搭载的\"入门级M系列处理器\"，目前由台积电代工。苹果Mac系列自2006年起采用英特尔x86处理器，英特尔也在2005年于美国俄勒冈州晶圆厂特为其设立\"Apple Group\"专属产线。2020年6月，苹果正式宣布推出Arm架构芯片\"Apple Silicon\"，Mac系列机种2年后全数转采自研芯片。当时苹果主要考量是扩大供应链掌握度以及整合生态系，另一关键是英特尔10纳米制程延迟恐影响Mac新机上市。供应链业者透露，苹果3年后重启与英特尔合作的主因，仍是特朗普主导下的美国制造目标与关税冲击，其次是成本、分散单一代工制造风险及产能短缺等因素。台积电三层战略应对客户分流目前观察，苹果、英伟达都以代工风险最低的产品渐进式调整。与英特尔洽谈合作的还有谷歌、微软、AWS、高通、博通、超微与特斯拉等，以及掌握度最高的美国政府标案长约大单。不过，英特尔能否符合早已习惯台积电模式的科技龙头需求，变数仍大。对台积电来说，已预见众多客户会另转往英特尔投片，但分析认为实际上\"利远大于弊\"，至少有三层战略考量：第一，可降低垄断与监管疑虑；第二，可释放美国政治压力；第三，外溢仅是\"非核心\"订单，有助于未来议价与供货。一方面替台积电在晶圆代工业市占率过高恐牵扯反垄断法的疑虑有所解套，二方面适度释出非核心订单也可减轻来自特朗普政府不断释出各种要求的压力，三方面台积电仍有信心稳固各大厂核心的高阶芯片代工大单。或许试过转单其他晶圆代工厂的客户，才会想念台积电的美好，这对于台积电未来的议价、供货更具优势。","news_type":1,"symbols_score_info":{"INTC":2}},"isVote":1,"tweetType":1,"viewCount":859,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":522250301395072,"gmtCreate":1768488124402,"gmtModify":1768489430558,"author":{"id":"3553325405156389","authorId":"3553325405156389","name":"jackycai777","avatar":"https://static.tigerbbs.com/8eeec372947e11a13dd416c1481d89f8","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553325405156389","idStr":"3553325405156389"},"themes":[],"title":"","htmlText":"扯你妈了比市盈率，你咋不说市净率才二倍呢**，你看看英伟达市净率多少，坏比不安好心","listText":"扯你妈了比市盈率，你咋不说市净率才二倍呢**，你看看英伟达市净率多少，坏比不安好心","text":"扯你妈了比市盈率，你咋不说市净率才二倍呢**，你看看英伟达市净率多少，坏比不安好心","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522250301395072","repostId":"1177992006","repostType":2,"repost":{"id":"1177992006","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":1768436178,"share":"https://www.laohu8.com/m/news/1177992006?lang=zh_CN&edition=full","pubTime":"2026-01-15 08:16","market":"us","language":"zh","title":"英特尔股价创近两年新高，市场在兴奋什么？","url":"https://stock-news.laohu8.com/highlight/detail?id=1177992006","media":"老虎资讯综合","summary":"要点英特尔股价周二上涨 7.3%，周三再涨 3%，接近自 2024 年初以来未见的水平。美国政府去年 8 月向英特尔投资 89 亿美元，获得其 10% 的股份。这波上涨也让英特尔看起来价格不菲——根据 FactSet 的数据，其当前的远期市盈率已超过 76 倍。苹果方面在周三早些时候未立即回应置评请求。英特尔的一位发言人表示，公司已收到来自美国政府、英伟达以及日本软银集团的投资，这些此前均已披露。","content":"<html><head></head><body><h3 id=\"id_1348118634\">要点</h3><ul style=\"\"><li><p>英特尔股价周二上涨 7.3%，周三再涨 3%，接近自 2024 年初以来未见的水平。</p></li><li><p>过去一个月该股累计上涨 31%，主要受新处理器发布及美国支持推动。</p></li><li><p>分析师认为，英特尔可能已获得苹果作为其低端 M 系列处理器客户，并正在讨论 2029 年为 A 系列处理器提供代工。</p></li></ul><p>英特尔（INTC）股价周三继续上涨。随着投资者押注美国总统特朗普对该公司的支持将推动其芯片制造雄心，该股正逼近多年未见的水平。</p><p>据道琼斯市场数据，英特尔股价周三收涨 3%，至 48.73 美元，为 2024 年 1 月 25 日以来的最高水平；该股周二已上涨 7.3%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c82bd414eb440f24c0c02e6b314cd336\" tg-width=\"560\" tg-height=\"240\"/></p><p>过去一个月里，英特尔股价累计上涨 31%，受益于公司发布新处理器以及特朗普称赞英特尔首席执行官陈立武（Lip-Bu Tan）的言论。美国政府去年 8 月向英特尔投资 89 亿美元，获得其 10% 的股份。</p><p>这波上涨也让英特尔看起来价格不菲——根据 FactSet 的数据，其当前的远期市盈率已超过 76 倍。相比之下，人工智能芯片龙头英伟达（NVDA）的远期市盈率不到 25 倍。</p><p>但看多英特尔的人希望，基于其 18A 制程制造的芯片，加上特朗普的支持，能够吸引外部客户把英特尔作为台积电（TSM）的替代选择，从而减少英特尔在其代工（晶圆制造）业务中每季度录得的数十亿美元亏损。</p><p>英伟达一笔 50 亿美元的投资曾一度点燃市场对重大代工协议的希望，但迄今尚无迹象表明英伟达会承诺使用英特尔的代工服务。</p><p>因此，获得重大外部客户的希望主要寄托在苹果（AAPL）身上。KeyBanc 分析师 John Vinh 认为，英特尔已经赢得苹果订单，将在 18A 制程上为其 MacBook 和 iPad 生产低端 M 系列处理器，并正在就 2029 年为 iPhone 生产低端移动 A 系列处理器进行讨论。</p><p>特朗普周二对记者表示，在美国政府投资英特尔之后，“苹果也进来了（Apple went in）”。但他所指的具体含义并不明确。</p><p>苹果方面在周三早些时候未立即回应置评请求。英特尔的一位发言人表示，公司已收到来自美国政府、英伟达以及日本软银集团的投资，这些此前均已披露。</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>英特尔股价创近两年新高，市场在兴奋什么？</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英特尔股价创近两年新高，市场在兴奋什么？\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\">2026-01-15 08:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h3 id=\"id_1348118634\">要点</h3><ul style=\"\"><li><p>英特尔股价周二上涨 7.3%，周三再涨 3%，接近自 2024 年初以来未见的水平。</p></li><li><p>过去一个月该股累计上涨 31%，主要受新处理器发布及美国支持推动。</p></li><li><p>分析师认为，英特尔可能已获得苹果作为其低端 M 系列处理器客户，并正在讨论 2029 年为 A 系列处理器提供代工。</p></li></ul><p>英特尔（INTC）股价周三继续上涨。随着投资者押注美国总统特朗普对该公司的支持将推动其芯片制造雄心，该股正逼近多年未见的水平。</p><p>据道琼斯市场数据，英特尔股价周三收涨 3%，至 48.73 美元，为 2024 年 1 月 25 日以来的最高水平；该股周二已上涨 7.3%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c82bd414eb440f24c0c02e6b314cd336\" tg-width=\"560\" tg-height=\"240\"/></p><p>过去一个月里，英特尔股价累计上涨 31%，受益于公司发布新处理器以及特朗普称赞英特尔首席执行官陈立武（Lip-Bu Tan）的言论。美国政府去年 8 月向英特尔投资 89 亿美元，获得其 10% 的股份。</p><p>这波上涨也让英特尔看起来价格不菲——根据 FactSet 的数据，其当前的远期市盈率已超过 76 倍。相比之下，人工智能芯片龙头英伟达（NVDA）的远期市盈率不到 25 倍。</p><p>但看多英特尔的人希望，基于其 18A 制程制造的芯片，加上特朗普的支持，能够吸引外部客户把英特尔作为台积电（TSM）的替代选择，从而减少英特尔在其代工（晶圆制造）业务中每季度录得的数十亿美元亏损。</p><p>英伟达一笔 50 亿美元的投资曾一度点燃市场对重大代工协议的希望，但迄今尚无迹象表明英伟达会承诺使用英特尔的代工服务。</p><p>因此，获得重大外部客户的希望主要寄托在苹果（AAPL）身上。KeyBanc 分析师 John Vinh 认为，英特尔已经赢得苹果订单，将在 18A 制程上为其 MacBook 和 iPad 生产低端 M 系列处理器，并正在就 2029 年为 iPhone 生产低端移动 A 系列处理器进行讨论。</p><p>特朗普周二对记者表示，在美国政府投资英特尔之后，“苹果也进来了（Apple went in）”。但他所指的具体含义并不明确。</p><p>苹果方面在周三早些时候未立即回应置评请求。英特尔的一位发言人表示，公司已收到来自美国政府、英伟达以及日本软银集团的投资，这些此前均已披露。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/f3d019d2d5694341919f23ff45a49fca","relate_stocks":{"INTC":"英特尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177992006","content_text":"要点英特尔股价周二上涨 7.3%，周三再涨 3%，接近自 2024 年初以来未见的水平。过去一个月该股累计上涨 31%，主要受新处理器发布及美国支持推动。分析师认为，英特尔可能已获得苹果作为其低端 M 系列处理器客户，并正在讨论 2029 年为 A 系列处理器提供代工。英特尔（INTC）股价周三继续上涨。随着投资者押注美国总统特朗普对该公司的支持将推动其芯片制造雄心，该股正逼近多年未见的水平。据道琼斯市场数据，英特尔股价周三收涨 3%，至 48.73 美元，为 2024 年 1 月 25 日以来的最高水平；该股周二已上涨 7.3%。过去一个月里，英特尔股价累计上涨 31%，受益于公司发布新处理器以及特朗普称赞英特尔首席执行官陈立武（Lip-Bu Tan）的言论。美国政府去年 8 月向英特尔投资 89 亿美元，获得其 10% 的股份。这波上涨也让英特尔看起来价格不菲——根据 FactSet 的数据，其当前的远期市盈率已超过 76 倍。相比之下，人工智能芯片龙头英伟达（NVDA）的远期市盈率不到 25 倍。但看多英特尔的人希望，基于其 18A 制程制造的芯片，加上特朗普的支持，能够吸引外部客户把英特尔作为台积电（TSM）的替代选择，从而减少英特尔在其代工（晶圆制造）业务中每季度录得的数十亿美元亏损。英伟达一笔 50 亿美元的投资曾一度点燃市场对重大代工协议的希望，但迄今尚无迹象表明英伟达会承诺使用英特尔的代工服务。因此，获得重大外部客户的希望主要寄托在苹果（AAPL）身上。KeyBanc 分析师 John Vinh 认为，英特尔已经赢得苹果订单，将在 18A 制程上为其 MacBook 和 iPad 生产低端 M 系列处理器，并正在就 2029 年为 iPhone 生产低端移动 A 系列处理器进行讨论。特朗普周二对记者表示，在美国政府投资英特尔之后，“苹果也进来了（Apple went in）”。但他所指的具体含义并不明确。苹果方面在周三早些时候未立即回应置评请求。英特尔的一位发言人表示，公司已收到来自美国政府、英伟达以及日本软银集团的投资，这些此前均已披露。","news_type":1,"symbols_score_info":{"INTC":2}},"isVote":1,"tweetType":1,"viewCount":798,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":514415758426688,"gmtCreate":1766620148941,"gmtModify":1766625986222,"author":{"id":"3553325405156389","authorId":"3553325405156389","name":"jackycai777","avatar":"https://static.tigerbbs.com/8eeec372947e11a13dd416c1481d89f8","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553325405156389","idStr":"3553325405156389"},"themes":[],"title":"","htmlText":"听风就是屁，硬扣屎盆子。以后就没有什么台积电醒醒吧","listText":"听风就是屁，硬扣屎盆子。以后就没有什么台积电醒醒吧","text":"听风就是屁，硬扣屎盆子。以后就没有什么台积电醒醒吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514415758426688","repostId":"1198246370","repostType":2,"repost":{"id":"1198246370","kind":"news","pubTimestamp":1766576228,"share":"https://www.laohu8.com/m/news/1198246370?lang=zh_CN&edition=full","pubTime":"2025-12-24 19:37","market":"us","language":"zh","title":"传英伟达暂停18A工艺测试，英特尔芯片代工梦遭“当头一棒”","url":"https://stock-news.laohu8.com/highlight/detail?id=1198246370","media":"智通财经","summary":"暂停对英特尔18A制造工艺的测试。","content":"<html><head></head><body><p>英特尔股价在周三盘前交易中走低，一度跌超5%。此前据两位知情人士向媒体透露，英伟达在实际评估了使用英特尔18A先进制程技术如何制造其中一款AI芯片之后，并未继续向前推进，而是选择暂停对英特尔18A制程工艺的测试。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c0badf6e3b05f32103f18d426b7e021\" title=\"\" tg-width=\"1170\" tg-height=\"440\"/></p><p style=\"text-align: justify;\">全球两大AI芯片设计领军者(在芯片行业被称作fabless)——即专注于AI GPU算力体系的英伟达以及专注于AI ASIC算力技术路线的博通(AVGO.US)早在三月初就有媒体曾曝出，这两大芯片设计领军者与英特尔进行了高端芯片制造测试。</p><p style=\"text-align: justify;\">然而，自那以后，英特尔的18A芯片技术持续面临挑战，因为初期的那些客户测试结果不乐观导致了客户们对于英特尔技术层面的不满，并且有可能继续将芯片代工/制造产能全线投入于英特尔在芯片制造领域的最强竞争对手台积电(TSM.US)。</p><p style=\"text-align: justify;\"><strong>英特尔当前迫切需要大客户来撑起芯片代工业务</strong></p><p style=\"text-align: justify;\">对于英特尔而言，掌握领先全球且极度适合量产的先进制程芯片制造技术可谓至关重要。这家美国老牌芯片巨头甚至不惜购置更加昂贵的High-NA EUV光刻机——这也是阿斯麦所交付的全球第一台High-NA，英特尔力争打造出领先于台积电以及三星电子的2nm及以下最先进芯片制造技术。</p><p style=\"text-align: justify;\">英特尔现在仅仅只是销售自家PC/服务器CPU已经难以实现业绩持续性质的增长，虽然英特尔已经凭借强劲服务器CPU需求走出业绩萎靡的“至暗时刻”，但是股东们想要看到的是英特尔重拾强劲增长曲线，成为比肩台积电的芯片代工巨头，因此英特尔战略已经转向聚焦于做Intel Foundry(系统性芯片代工)——即给别人代工高端先进制程芯片，直接对标台积电。</p><p style=\"text-align: justify;\">其中18A与更加先进的16A技术可以说是英特尔能否翻身的关键节点，如果18A在性能/能效上真能对标甚至超越台积电与三星，英特尔才有机会在当前全球需求最为火爆的AI加速器(AI GPU/ASIC等AI核心算力基础设施)为英伟达、AMD以及博通、高通等超级大客户进行先进制程芯片代工。</p><p style=\"text-align: justify;\">英特尔推出的 18A(等效于1.8 nm 级别制程) 是其先进制程路线图的重要里程碑，旨在通过采用RibbonFET晶体管结构和PowerVia 背部供电技术，大幅提升新一代芯片性能与能效，与台积电等竞争对手的先进制造技术竞争。18A制程不仅用于英特尔自家CPU系列产品，也被视为其对外代工(即foundry)业务吸引客户的关键技术节点。</p><p style=\"text-align: justify;\"><strong>对于英伟达而言，暂停测试可能是风险规避与供应链策略选择，不等同于完全否定英特尔</strong></p><p style=\"text-align: justify;\">此前在9月，英伟达与英特尔堪称“世纪联手”，英伟达CEO黄仁勋宣布将斥资50亿美元入股长期以来的竞争对手英特尔，并将与其共同开发面向PC与AI数据中心的高性能芯片，此消息出炉之后股价长期萎靡的英特尔一改往日颓势，自9月以来英特尔的股价已经大幅上涨超50%。英伟达投资英特尔的举措，无疑让市场更加憧憬英特尔有望在不久后斩获来自英伟达的海量AI芯片订单。</p><p style=\"text-align: justify;\">英伟达作为全球最大规模AI GPU算力集群设计商，其设计的每一代AI芯片产品对芯片制造工艺的性能、功耗和良率都有极高要求。暂停推进意味着英伟达选择回避当前制程风险，继续依赖其现有的成熟合作伙伴且数十年来长期合作的芯片制造商(例如台积电先进制程)来保障产品交付计划。这反映出英伟达在芯片供应链安排上仍然以稳定性与高性能优先。</p><p style=\"text-align: justify;\">“暂停先进制程推进”通常强调的是当前芯片雏形测试未达预期或未进入下一阶段商业合作谈判，并不等于长期放弃。英伟达在过去也曾参与18A早期测试，并可能根据未来良率来帮助英特尔改善制造细节。</p></body></html>","source":"highlight_zhitongcaijin","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>传英伟达暂停18A工艺测试，英特尔芯片代工梦遭“当头一棒”</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传英伟达暂停18A工艺测试，英特尔芯片代工梦遭“当头一棒”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-24 19:37 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/1385671.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英特尔股价在周三盘前交易中走低，一度跌超5%。此前据两位知情人士向媒体透露，英伟达在实际评估了使用英特尔18A先进制程技术如何制造其中一款AI芯片之后，并未继续向前推进，而是选择暂停对英特尔18A制程工艺的测试。全球两大AI芯片设计领军者(在芯片行业被称作fabless)——即专注于AI GPU算力体系的英伟达以及专注于AI ASIC算力技术路线的博通(AVGO.US)早在三月初就有媒体曾曝出，这...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1385671.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"INTC":"英特尔"},"source_url":"https://www.zhitongcaijing.com/content/detail/1385671.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1198246370","content_text":"英特尔股价在周三盘前交易中走低，一度跌超5%。此前据两位知情人士向媒体透露，英伟达在实际评估了使用英特尔18A先进制程技术如何制造其中一款AI芯片之后，并未继续向前推进，而是选择暂停对英特尔18A制程工艺的测试。全球两大AI芯片设计领军者(在芯片行业被称作fabless)——即专注于AI GPU算力体系的英伟达以及专注于AI ASIC算力技术路线的博通(AVGO.US)早在三月初就有媒体曾曝出，这两大芯片设计领军者与英特尔进行了高端芯片制造测试。然而，自那以后，英特尔的18A芯片技术持续面临挑战，因为初期的那些客户测试结果不乐观导致了客户们对于英特尔技术层面的不满，并且有可能继续将芯片代工/制造产能全线投入于英特尔在芯片制造领域的最强竞争对手台积电(TSM.US)。英特尔当前迫切需要大客户来撑起芯片代工业务对于英特尔而言，掌握领先全球且极度适合量产的先进制程芯片制造技术可谓至关重要。这家美国老牌芯片巨头甚至不惜购置更加昂贵的High-NA EUV光刻机——这也是阿斯麦所交付的全球第一台High-NA，英特尔力争打造出领先于台积电以及三星电子的2nm及以下最先进芯片制造技术。英特尔现在仅仅只是销售自家PC/服务器CPU已经难以实现业绩持续性质的增长，虽然英特尔已经凭借强劲服务器CPU需求走出业绩萎靡的“至暗时刻”，但是股东们想要看到的是英特尔重拾强劲增长曲线，成为比肩台积电的芯片代工巨头，因此英特尔战略已经转向聚焦于做Intel Foundry(系统性芯片代工)——即给别人代工高端先进制程芯片，直接对标台积电。其中18A与更加先进的16A技术可以说是英特尔能否翻身的关键节点，如果18A在性能/能效上真能对标甚至超越台积电与三星，英特尔才有机会在当前全球需求最为火爆的AI加速器(AI GPU/ASIC等AI核心算力基础设施)为英伟达、AMD以及博通、高通等超级大客户进行先进制程芯片代工。英特尔推出的 18A(等效于1.8 nm 级别制程) 是其先进制程路线图的重要里程碑，旨在通过采用RibbonFET晶体管结构和PowerVia 背部供电技术，大幅提升新一代芯片性能与能效，与台积电等竞争对手的先进制造技术竞争。18A制程不仅用于英特尔自家CPU系列产品，也被视为其对外代工(即foundry)业务吸引客户的关键技术节点。对于英伟达而言，暂停测试可能是风险规避与供应链策略选择，不等同于完全否定英特尔此前在9月，英伟达与英特尔堪称“世纪联手”，英伟达CEO黄仁勋宣布将斥资50亿美元入股长期以来的竞争对手英特尔，并将与其共同开发面向PC与AI数据中心的高性能芯片，此消息出炉之后股价长期萎靡的英特尔一改往日颓势，自9月以来英特尔的股价已经大幅上涨超50%。英伟达投资英特尔的举措，无疑让市场更加憧憬英特尔有望在不久后斩获来自英伟达的海量AI芯片订单。英伟达作为全球最大规模AI GPU算力集群设计商，其设计的每一代AI芯片产品对芯片制造工艺的性能、功耗和良率都有极高要求。暂停推进意味着英伟达选择回避当前制程风险，继续依赖其现有的成熟合作伙伴且数十年来长期合作的芯片制造商(例如台积电先进制程)来保障产品交付计划。这反映出英伟达在芯片供应链安排上仍然以稳定性与高性能优先。“暂停先进制程推进”通常强调的是当前芯片雏形测试未达预期或未进入下一阶段商业合作谈判，并不等于长期放弃。英伟达在过去也曾参与18A早期测试，并可能根据未来良率来帮助英特尔改善制造细节。","news_type":1,"symbols_score_info":{"INTC":2}},"isVote":1,"tweetType":1,"viewCount":981,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":506856914653448,"gmtCreate":1764720752311,"gmtModify":1764725515783,"author":{"id":"3553325405156389","authorId":"3553325405156389","name":"jackycai777","avatar":"https://static.tigerbbs.com/8eeec372947e11a13dd416c1481d89f8","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553325405156389","idStr":"3553325405156389"},"themes":[],"title":"","htmlText":"从地缘政治跟国家安全来看，台积电很快会被掏空掏空，台积电的崛起是幸运的偶然，他抓住了历史机遇，但是怀璧其罪，守不住的","listText":"从地缘政治跟国家安全来看，台积电很快会被掏空掏空，台积电的崛起是幸运的偶然，他抓住了历史机遇，但是怀璧其罪，守不住的","text":"从地缘政治跟国家安全来看，台积电很快会被掏空掏空，台积电的崛起是幸运的偶然，他抓住了历史机遇，但是怀璧其罪，守不住的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/506856914653448","repostId":"1134501225","repostType":2,"repost":{"id":"1134501225","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":1764634336,"share":"https://www.laohu8.com/m/news/1134501225?lang=zh_CN&edition=full","pubTime":"2025-12-02 08:12","market":"us","language":"zh","title":"英特尔股价下跌，回吐分析师其与苹果合作预期带来的涨幅","url":"https://stock-news.laohu8.com/highlight/detail?id=1134501225","media":"老虎资讯综合","summary":"英特尔股价周一下跌，回吐了上周五的涨幅。受此消息推动，英特尔股价当日上涨 10%。在帖子中，郭明錤淡化了英特尔与苹果潜在合作对台积电的影响，他表示，未来“可预见的期间”内，苹果仍将“高度依赖”台积电的先进制程。过去 12 个月里，英特尔股价在多年下跌后出现复苏。自 2005 年首次宣布采用英特尔处理器以来，苹果与英特尔的关系经历了起伏。上周，英特尔还卷入了台积电提起的一项诉讼。","content":"<html><head></head><body><p>英特尔股价周一下跌，回吐了上周五的涨幅。当时一位分析师预测，这家芯片巨头正接近与苹果达成 2027 年供货协议。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8595743b4b03edfb916b97ec656045d4\" tg-width=\"560\" tg-height=\"240\"/></p><p>上周五，TF International Securities 分析师郭明錤在 X（原 Twitter）发文称，他预计英特尔最早将在 2027 年第二或第三季度开始向苹果供应其最低端的 M 系列处理器。受此消息推动，英特尔股价当日上涨 10%。</p><p>他说，他最新的产业调查显示，“英特尔成为苹果先进制程供应商的可见度近期显著提升”。</p><p>郭明錤补充说，这项合作的时间表取决于英特尔发布其制程设计套件（PDK）之后的开发过程——PDK 是苹果工程师据以开发芯片的蓝图，预计将在 2026 年初推出。</p><p>目前，苹果用于 iPhone、iPad 和 Mac 产品的自研芯片均由台积电代工。</p><p>在帖子中，郭明錤淡化了英特尔与苹果潜在合作对台积电的影响，他表示，未来“可预见的期间”内，苹果仍将“高度依赖”台积电的先进制程。</p><p>“绝对来看，最低端 M 系列处理器的订单量相对较小，在未来几年几乎不会对台积电的基本面或其技术领先地位产生实质影响。”</p><p>郭明錤还表示，与英特尔达成合作将意味着苹果强力支持特朗普政府推动美国本土企业在美国制造的方针。</p><p>过去 12 个月里，英特尔股价在多年下跌后出现复苏。今年 4 月股价最低跌至 17.66 美元，此后数月逐步回升。</p><p>“苹果可能成为一个重要的参考客户，其加入能验证英特尔高性能晶圆代工业务的竞争力，”GAM Global Equities 投资主管 Paul Markham 表示。</p><p>“如果英特尔成功，将有机会从苹果赢得更大量、更高价值的业务，例如 iPhone 的 CPU 产能，并从其他大型芯片设计公司那里获得订单。”</p><p>自 2005 年首次宣布采用英特尔处理器以来，苹果与英特尔的关系经历了起伏。进入 2020 年代初期后，苹果逐步从英特尔处理器全面转向自研芯片。</p><p>上周，英特尔还卷入了台积电提起的一项诉讼。台积电指控其前高级副总裁向英特尔泄露“机密信息”。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英特尔股价下跌，回吐分析师其与苹果合作预期带来的涨幅</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英特尔股价下跌，回吐分析师其与苹果合作预期带来的涨幅\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\">2025-12-02 08:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>英特尔股价周一下跌，回吐了上周五的涨幅。当时一位分析师预测，这家芯片巨头正接近与苹果达成 2027 年供货协议。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8595743b4b03edfb916b97ec656045d4\" tg-width=\"560\" tg-height=\"240\"/></p><p>上周五，TF International Securities 分析师郭明錤在 X（原 Twitter）发文称，他预计英特尔最早将在 2027 年第二或第三季度开始向苹果供应其最低端的 M 系列处理器。受此消息推动，英特尔股价当日上涨 10%。</p><p>他说，他最新的产业调查显示，“英特尔成为苹果先进制程供应商的可见度近期显著提升”。</p><p>郭明錤补充说，这项合作的时间表取决于英特尔发布其制程设计套件（PDK）之后的开发过程——PDK 是苹果工程师据以开发芯片的蓝图，预计将在 2026 年初推出。</p><p>目前，苹果用于 iPhone、iPad 和 Mac 产品的自研芯片均由台积电代工。</p><p>在帖子中，郭明錤淡化了英特尔与苹果潜在合作对台积电的影响，他表示，未来“可预见的期间”内，苹果仍将“高度依赖”台积电的先进制程。</p><p>“绝对来看，最低端 M 系列处理器的订单量相对较小，在未来几年几乎不会对台积电的基本面或其技术领先地位产生实质影响。”</p><p>郭明錤还表示，与英特尔达成合作将意味着苹果强力支持特朗普政府推动美国本土企业在美国制造的方针。</p><p>过去 12 个月里，英特尔股价在多年下跌后出现复苏。今年 4 月股价最低跌至 17.66 美元，此后数月逐步回升。</p><p>“苹果可能成为一个重要的参考客户，其加入能验证英特尔高性能晶圆代工业务的竞争力，”GAM Global Equities 投资主管 Paul Markham 表示。</p><p>“如果英特尔成功，将有机会从苹果赢得更大量、更高价值的业务，例如 iPhone 的 CPU 产能，并从其他大型芯片设计公司那里获得订单。”</p><p>自 2005 年首次宣布采用英特尔处理器以来，苹果与英特尔的关系经历了起伏。进入 2020 年代初期后，苹果逐步从英特尔处理器全面转向自研芯片。</p><p>上周，英特尔还卷入了台积电提起的一项诉讼。台积电指控其前高级副总裁向英特尔泄露“机密信息”。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"04335":"英特尔-T","INTC":"英特尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134501225","content_text":"英特尔股价周一下跌，回吐了上周五的涨幅。当时一位分析师预测，这家芯片巨头正接近与苹果达成 2027 年供货协议。上周五，TF International Securities 分析师郭明錤在 X（原 Twitter）发文称，他预计英特尔最早将在 2027 年第二或第三季度开始向苹果供应其最低端的 M 系列处理器。受此消息推动，英特尔股价当日上涨 10%。他说，他最新的产业调查显示，“英特尔成为苹果先进制程供应商的可见度近期显著提升”。郭明錤补充说，这项合作的时间表取决于英特尔发布其制程设计套件（PDK）之后的开发过程——PDK 是苹果工程师据以开发芯片的蓝图，预计将在 2026 年初推出。目前，苹果用于 iPhone、iPad 和 Mac 产品的自研芯片均由台积电代工。在帖子中，郭明錤淡化了英特尔与苹果潜在合作对台积电的影响，他表示，未来“可预见的期间”内，苹果仍将“高度依赖”台积电的先进制程。“绝对来看，最低端 M 系列处理器的订单量相对较小，在未来几年几乎不会对台积电的基本面或其技术领先地位产生实质影响。”郭明錤还表示，与英特尔达成合作将意味着苹果强力支持特朗普政府推动美国本土企业在美国制造的方针。过去 12 个月里，英特尔股价在多年下跌后出现复苏。今年 4 月股价最低跌至 17.66 美元，此后数月逐步回升。“苹果可能成为一个重要的参考客户，其加入能验证英特尔高性能晶圆代工业务的竞争力，”GAM Global Equities 投资主管 Paul Markham 表示。“如果英特尔成功，将有机会从苹果赢得更大量、更高价值的业务，例如 iPhone 的 CPU 产能，并从其他大型芯片设计公司那里获得订单。”自 2005 年首次宣布采用英特尔处理器以来，苹果与英特尔的关系经历了起伏。进入 2020 年代初期后，苹果逐步从英特尔处理器全面转向自研芯片。上周，英特尔还卷入了台积电提起的一项诉讼。台积电指控其前高级副总裁向英特尔泄露“机密信息”。","news_type":1,"symbols_score_info":{"INTC":2,"04335":2}},"isVote":1,"tweetType":1,"viewCount":3368,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4199626017080692","authorId":"4199626017080692","name":"无敌YANG","avatar":"https://static.tigerbbs.com/dd9e524fc1f689e9ea81ecdf3a370a70","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"4199626017080692","idStr":"4199626017080692"},"content":"请用用你的实际行动来证明你的观点！","text":"请用用你的实际行动来证明你的观点！","html":"请用用你的实际行动来证明你的观点！"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487328994382536,"gmtCreate":1760005399002,"gmtModify":1760005401660,"author":{"id":"3553325405156389","authorId":"3553325405156389","name":"jackycai777","avatar":"https://static.tigerbbs.com/8eeec372947e11a13dd416c1481d89f8","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553325405156389","idStr":"3553325405156389"},"themes":[],"title":"","htmlText":"大家一起跟汇丰砸盘吧，到30我接，虽然我接不了多少[呆住] ","listText":"大家一起跟汇丰砸盘吧，到30我接，虽然我接不了多少[呆住] ","text":"大家一起跟汇丰砸盘吧，到30我接，虽然我接不了多少[呆住]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487328994382536","repostId":"2574189880","repostType":2,"repost":{"id":"2574189880","kind":"news","pubTimestamp":1759981720,"share":"https://www.laohu8.com/m/news/2574189880?lang=zh_CN&edition=full","pubTime":"2025-10-09 11:48","market":"fut","language":"zh","title":"汇丰下调英特尔评级至“减持”，指其近期55%股价涨幅“不可持续”","url":"https://stock-news.laohu8.com/highlight/detail?id=2574189880","media":"智通财经","summary":"智通财经APP获悉，$汇丰$银行发布最新研报，将$英特尔$的股票评级由“持有”下调至“减持”，并指出其近期股价重估“不可持续”。该行分析师弗兰克·李在报告中指出，英特尔股价自8月首次宣布三笔重大交易以来已累计上涨55%，但支撑这一涨幅的交易逻辑存在隐患。值得注意的是，弗兰克·李将英特尔目标价从21.25美元上调至24美元，但评级下调反映了其长期担忧。","content":"<html><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/HSBC\">汇丰</a>银行发布最新研报，将<a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTC.US)的股票评级由“持有”下调至“减持”，并指出其近期股价重估“不可持续”。该行分析师弗兰克·李在报告中指出，英特尔股价自8月首次宣布三笔重大交易以来已累计上涨55%，但支撑这一涨幅的交易逻辑存在隐患。</p><p>具体来看，这三笔交易包括：软银20亿美元战略投资、美国政府111亿美元注资并获得9.9%股权、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>50亿美元投资对应约4%股权。尽管这些交易的定价均较市价折让，但弗兰克·李强调，英特尔的可持续复苏仍取决于其自身晶圆厂的运营表现，而当前股价重估已显过度。</p><p>值得注意的是，弗兰克·李将英特尔目标价从21.25美元上调至24美元，但评级下调反映了其长期担忧。他特别指出，被市场视为关键突破口的<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.US)合作前景不容乐观——台积电对与英特尔代工业务达成技术共享协议兴趣缺失，主要因其已在美国投入超1000亿美元建设多个绿地项目，并将生产及建设重心转移至美国本土。</p><p>从业务层面分析，英特尔晶圆代工部门仍是拖累公司财务的最大包袱。弗兰克·李直言，该业务是拖累公司财务表现的最大因素，且执行力持续低迷。具体技术路径上，英特尔已取消面向外部客户的18A工艺，而14A工艺因缺乏外部客户订单支持，其商业可行性亦受到质疑。在此背景下，与台积电达成技术合作虽可能重塑代工业务格局，但鉴于台积电的战略布局已深度绑定美国市场，此类合作短期内难以落地。</p></body></html>","source":"stock_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>汇丰下调英特尔评级至“减持”，指其近期55%股价涨幅“不可持续”</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; 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href=http://www.zhitongcaijing.com/content/detail/1352966.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，汇丰银行发布最新研报，将英特尔(INTC.US)的股票评级由“持有”下调至“减持”，并指出其近期股价重估“不可持续”。该行分析师弗兰克·李在报告中指出，英特尔股价自8月首次宣布三笔重大交易以来已累计上涨55%，但支撑这一涨幅的交易逻辑存在隐患。具体来看，这三笔交易包括：软银20亿美元战略投资、美国政府111亿美元注资并获得9.9%股权、英伟达50亿美元投资对应约4%股权。尽管...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1352966.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔","HSBC":"汇丰"},"source_url":"http://www.zhitongcaijing.com/content/detail/1352966.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2574189880","content_text":"智通财经APP获悉，汇丰银行发布最新研报，将英特尔(INTC.US)的股票评级由“持有”下调至“减持”，并指出其近期股价重估“不可持续”。该行分析师弗兰克·李在报告中指出，英特尔股价自8月首次宣布三笔重大交易以来已累计上涨55%，但支撑这一涨幅的交易逻辑存在隐患。具体来看，这三笔交易包括：软银20亿美元战略投资、美国政府111亿美元注资并获得9.9%股权、英伟达50亿美元投资对应约4%股权。尽管这些交易的定价均较市价折让，但弗兰克·李强调，英特尔的可持续复苏仍取决于其自身晶圆厂的运营表现，而当前股价重估已显过度。值得注意的是，弗兰克·李将英特尔目标价从21.25美元上调至24美元，但评级下调反映了其长期担忧。他特别指出，被市场视为关键突破口的台积电(TSM.US)合作前景不容乐观——台积电对与英特尔代工业务达成技术共享协议兴趣缺失，主要因其已在美国投入超1000亿美元建设多个绿地项目，并将生产及建设重心转移至美国本土。从业务层面分析，英特尔晶圆代工部门仍是拖累公司财务的最大包袱。弗兰克·李直言，该业务是拖累公司财务表现的最大因素，且执行力持续低迷。具体技术路径上，英特尔已取消面向外部客户的18A工艺，而14A工艺因缺乏外部客户订单支持，其商业可行性亦受到质疑。在此背景下，与台积电达成技术合作虽可能重塑代工业务格局，但鉴于台积电的战略布局已深度绑定美国市场，此类合作短期内难以落地。","news_type":1,"symbols_score_info":{"INTC":1.5,"HSBC":1.5}},"isVote":1,"tweetType":1,"viewCount":2230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":486367932137664,"gmtCreate":1759770912911,"gmtModify":1759770914764,"author":{"id":"3553325405156389","authorId":"3553325405156389","name":"jackycai777","avatar":"https://static.tigerbbs.com/8eeec372947e11a13dd416c1481d89f8","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553325405156389","idStr":"3553325405156389"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> 别**演了，赶紧下来吧","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> 别**演了，赶紧下来吧","text":"$美国超微公司(AMD)$ 别**演了，赶紧下来吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/486367932137664","isVote":1,"tweetType":1,"viewCount":1377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":486329043514072,"gmtCreate":1759761728244,"gmtModify":1759761730590,"author":{"id":"3553325405156389","authorId":"3553325405156389","name":"jackycai777","avatar":"https://static.tigerbbs.com/8eeec372947e11a13dd416c1481d89f8","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553325405156389","idStr":"3553325405156389"},"themes":[],"title":"","htmlText":"没看懂，这是拿老黄当凯子耍吗，有懂的吗，求赐教","listText":"没看懂，这是拿老黄当凯子耍吗，有懂的吗，求赐教","text":"没看懂，这是拿老黄当凯子耍吗，有懂的吗，求赐教","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/486329043514072","repostId":"2573839670","repostType":2,"repost":{"id":"2573839670","kind":"news","pubTimestamp":1759755885,"share":"https://www.laohu8.com/m/news/2573839670?lang=zh_CN&edition=full","pubTime":"2025-10-06 21:04","market":"us","language":"zh","title":"挑战英伟达(NVDA.US)!AMD(AMD.US)与OpenAI达成重磅合作 瞄准数百亿美元AI收入","url":"https://stock-news.laohu8.com/highlight/detail?id=2573839670","media":"智通财经","summary":"智通财经APP获悉，AMD与OpenAI正式签署最终协议，双方将共同推进人工智能基础设施建设，AMD预计该合作可能带来数百亿美元新收入。作为交换，AMD已向OpenAI授予最多1.6亿股认股权证。此次合作是OpenAI继今年9月与英伟达达成1000亿美元人工智能基础设施投资后的又一重大数据中心布局。后续权证归属将与AMD股价目标达成、OpenAI大规模部署AMD技术的商业及技术里程碑实现相关联。","content":"<html><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/AMD\">AMD</a>与OpenAI正式签署最终协议，双方将共同推进人工智能基础设施建设，AMD预计该合作可能带来<a href=\"https://laohu8.com/S/SBAY\">数百亿</a>美元新收入。根据协议内容，OpenAI将在数年内部署总规模达6吉瓦(GW)的AMD GPU算力。作为交换，AMD已向OpenAI授予最多1.6亿股认股权证。若该认股权证被完全行使，基于AMD目前的流通股数量，OpenAI将可能持有其约10%的股份。</p><p>与传统的采购协议不同，AMD与OpenAI的合作远不止于简单的“一手交钱，一手交货”。作为合作的一部分，AMD授予了OpenAI一份认股权证，允许其在未来购买最多1.6亿股AMD普通股，而这份认股权证的行权价仅为象征性的0.01美元。</p><p>这意味着，一旦OpenAI完成了芯片部署、且AMD股价达到了特定目标等里程碑，OpenAI就能以近乎无偿的方式获得这些股票，从而可能成为这家市值2700亿美元芯片巨头约10%的股东。</p><p>另据报道，部分认股权证的行权与AMD股价达到特定目标挂钩，其中包括一个与股价达到600美元相关的批次，而AMD上周五的收盘价为164.67美元。根据协议细节，OpenAI的部署计划将从2026年下半年开始，首批认股权证将在第一个1吉瓦算力部署完成时生效。后续部分将随着部署规模扩大以及关键技术和商业里程碑的达成而逐步解锁。</p><p>AMD首席执行官Lisa Su称，此次合作创造了“一个真正的双赢”，既能“实现全球最宏大的AI建设计划”，又能“推动整个AI生态系统的发展”。OpenAI首席执行官Sam Altman也表示，AMD在高性能芯片领域的领导地位将帮助OpenAI“更快地将先进AI的益处带给每一个人”。</p><p>此次合作是OpenAI继今年9月与<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>达成1000亿美元人工智能基础设施投资后的又一重大数据中心布局。英伟达该笔投资将用于建设发电能力至少10千兆瓦的新数据中心，相当于纽约市峰值用电需求。</p><p>受此消息提振，AMD股价在盘前交易中应声暴涨，一度飙升超35%，股价触及222美元的高位。与此同时，作为当前AI芯片市场的主导者，英伟达的股价在盘前交易中下跌超1%。</p><p>此外，AMD此次合作还聚焦通过技术竞争力在加速器芯片市场争夺份额——尽管该市场目前AMD仍远落后于英伟达，但其AI GPU收入预计今年可达65.5亿美元，与OpenAI的合作将从2026年起贡献丰厚利润，并在2027年进入加速增长阶段。</p><p>而对OpenAI而言，引入AMD技术或有助于构建英伟达之外的替代方案——当前其与数据中心运营商的基础设施预算中，英伟达技术占据相当比例，仅英伟达数据中心部门在最新财年收入翻倍至1150亿美元，并有望在当前财年继续高速增长。</p><p>AMD近年来在计算机处理器领域对<a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTC.US)的超越，以及在人工智能专用芯片领域的成功尝试，使其市值创下历史新高，财务实力的增强为扩张提供了支撑。</p><p>AMD首席财务官Jean Hu表示：“与OpenAI的合作预计为AMD带来数百亿美元收入，同时加速OpenAI的AI基础设施建设，实现重要战略协同，并将提升每股收益。”</p><p>协议细节显示，首批权证将在首个千兆瓦算力部署完成时归属，该阶段计划于明年下半年启动，该批设备将采用AMD Instinct MI450芯片。后续权证归属将与AMD股价目标达成、OpenAI大规模部署AMD技术的商业及技术里程碑实现相关联。</p><p>值得一提的是，此次合作也让外界更加关注到一个正在形成的AI“闭环经济”模式。在这个模式中，资本、股权和算力在少数几家头部公司之间循环流动：OpenAI锚定了巨大的算力需求，英伟达和AMD等公司提供芯片，而<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>等公司则帮助建设数据中心。</p><p>报道称，OpenAI还在与<a href=\"https://laohu8.com/S/AVGO\">博通</a>(AVGO.US)洽谈为其下一代模型开发定制芯片。这种高度集中的产业生态引发了分析师的担忧。他们认为，这个紧密缠绕的循环系统，如果其中任何一个环节开始变弱，都可能面临真实的压力。</p><p>此外，这也将AMD拖入了一场日益激烈的行业辩论：科技行业为AI基础设施投入的巨额开支将如何收回，以及当前的扩张速度是否可持续。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE 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class=\"meta\">\n\n\n2025-10-06 21:04 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1352478.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，AMD与OpenAI正式签署最终协议，双方将共同推进人工智能基础设施建设，AMD预计该合作可能带来数百亿美元新收入。根据协议内容，OpenAI将在数年内部署总规模达6吉瓦(GW)的AMD GPU算力。作为交换，AMD已向OpenAI授予最多1.6亿股认股权证。若该认股权证被完全行使，基于AMD目前的流通股数量，OpenAI将可能持有其约10%的股份。与传统的采购协议不同，AMD...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1352478.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","NVDA":"英伟达","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH 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Thematics Safety R/A SGD","BK4141":"半导体产品","NVDX":"2倍做多NVDA ETF-T-Rex","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","NVD":"2倍做空NVDA ETF-GraniteShares","NVDY":"NVDA期权收益策略ETF-YieldMax","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","LU0109392836.USD":"富兰克林科技股A","AMD":"美国超微公司","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","SNVD.UK":"LS -1X NVIDIA","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1352478.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2573839670","content_text":"智通财经APP获悉，AMD与OpenAI正式签署最终协议，双方将共同推进人工智能基础设施建设，AMD预计该合作可能带来数百亿美元新收入。根据协议内容，OpenAI将在数年内部署总规模达6吉瓦(GW)的AMD GPU算力。作为交换，AMD已向OpenAI授予最多1.6亿股认股权证。若该认股权证被完全行使，基于AMD目前的流通股数量，OpenAI将可能持有其约10%的股份。与传统的采购协议不同，AMD与OpenAI的合作远不止于简单的“一手交钱，一手交货”。作为合作的一部分，AMD授予了OpenAI一份认股权证，允许其在未来购买最多1.6亿股AMD普通股，而这份认股权证的行权价仅为象征性的0.01美元。这意味着，一旦OpenAI完成了芯片部署、且AMD股价达到了特定目标等里程碑，OpenAI就能以近乎无偿的方式获得这些股票，从而可能成为这家市值2700亿美元芯片巨头约10%的股东。另据报道，部分认股权证的行权与AMD股价达到特定目标挂钩，其中包括一个与股价达到600美元相关的批次，而AMD上周五的收盘价为164.67美元。根据协议细节，OpenAI的部署计划将从2026年下半年开始，首批认股权证将在第一个1吉瓦算力部署完成时生效。后续部分将随着部署规模扩大以及关键技术和商业里程碑的达成而逐步解锁。AMD首席执行官Lisa Su称，此次合作创造了“一个真正的双赢”，既能“实现全球最宏大的AI建设计划”，又能“推动整个AI生态系统的发展”。OpenAI首席执行官Sam Altman也表示，AMD在高性能芯片领域的领导地位将帮助OpenAI“更快地将先进AI的益处带给每一个人”。此次合作是OpenAI继今年9月与英伟达达成1000亿美元人工智能基础设施投资后的又一重大数据中心布局。英伟达该笔投资将用于建设发电能力至少10千兆瓦的新数据中心，相当于纽约市峰值用电需求。受此消息提振，AMD股价在盘前交易中应声暴涨，一度飙升超35%，股价触及222美元的高位。与此同时，作为当前AI芯片市场的主导者，英伟达的股价在盘前交易中下跌超1%。此外，AMD此次合作还聚焦通过技术竞争力在加速器芯片市场争夺份额——尽管该市场目前AMD仍远落后于英伟达，但其AI GPU收入预计今年可达65.5亿美元，与OpenAI的合作将从2026年起贡献丰厚利润，并在2027年进入加速增长阶段。而对OpenAI而言，引入AMD技术或有助于构建英伟达之外的替代方案——当前其与数据中心运营商的基础设施预算中，英伟达技术占据相当比例，仅英伟达数据中心部门在最新财年收入翻倍至1150亿美元，并有望在当前财年继续高速增长。AMD近年来在计算机处理器领域对英特尔(INTC.US)的超越，以及在人工智能专用芯片领域的成功尝试，使其市值创下历史新高，财务实力的增强为扩张提供了支撑。AMD首席财务官Jean Hu表示：“与OpenAI的合作预计为AMD带来数百亿美元收入，同时加速OpenAI的AI基础设施建设，实现重要战略协同，并将提升每股收益。”协议细节显示，首批权证将在首个千兆瓦算力部署完成时归属，该阶段计划于明年下半年启动，该批设备将采用AMD Instinct MI450芯片。后续权证归属将与AMD股价目标达成、OpenAI大规模部署AMD技术的商业及技术里程碑实现相关联。值得一提的是，此次合作也让外界更加关注到一个正在形成的AI“闭环经济”模式。在这个模式中，资本、股权和算力在少数几家头部公司之间循环流动：OpenAI锚定了巨大的算力需求，英伟达和AMD等公司提供芯片，而甲骨文等公司则帮助建设数据中心。报道称，OpenAI还在与博通(AVGO.US)洽谈为其下一代模型开发定制芯片。这种高度集中的产业生态引发了分析师的担忧。他们认为，这个紧密缠绕的循环系统，如果其中任何一个环节开始变弱，都可能面临真实的压力。此外，这也将AMD拖入了一场日益激烈的行业辩论：科技行业为AI基础设施投入的巨额开支将如何收回，以及当前的扩张速度是否可持续。","news_type":1,"symbols_score_info":{"NVIW.SI":0.6,"3NVD.UK":0.6,"NVD2.UK":0.6,"SNVD.UK":0.6,"2NVD.UK":0.6,"NVDS":0.6,"NVDY":0.6,"NVDX":0.6,"NVD":0.6,"AMD":1.5,"NVD3.UK":0.6,"NVDA":1.5,"NVDU":0.6,"GFS":1.5,"NVDD":0.6,"AMDL":1,"NVDS.UK":0.6}},"isVote":1,"tweetType":1,"viewCount":1991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482419197793032,"gmtCreate":1758807248000,"gmtModify":1758807252185,"author":{"id":"3553325405156389","authorId":"3553325405156389","name":"jackycai777","avatar":"https://static.tigerbbs.com/8eeec372947e11a13dd416c1481d89f8","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3553325405156389","idStr":"3553325405156389"},"themes":[],"title":"","htmlText":"Replying 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