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Fred_6810
Fred_6810
·
01-29 10:55
$小米集团-W(01810)$
中国生活电器领域， 绝对遥遥领先！
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Fred_6810
Fred_6810
·
01-29 10:54
$小米集团-W(01810)$
多空第二次博弈。 第一次，多头完败[难过]
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Fred_6810
Fred_6810
·
01-28
$英特尔(INTC)$
脱逃的机会来了， 不要犹豫
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Fred_6810
Fred_6810
·
01-28
$英特尔(INTC)$
今后2年的利好都涨完了！
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Fred_6810
Fred_6810
·
01-28
又开始， 炒新闻啦。[开心]
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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Fred_6810
Fred_6810
·
01-26
25
@zeroxu666：
$英特尔(INTC)$ 40以下再买点
$英特尔(INTC)$ 40以下再买点
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Fred_6810
Fred_6810
·
01-26
$英特尔(INTC)$
即使股价跌50%， 仍然350x pe， 还是最贵的半导体股票， 为啥还要涨， 没天理啊
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Fred_6810
Fred_6810
·
01-26
英伟达的利润是英特尔的多少倍？
AI时代：1个英伟达市值=20个英特尔，芯片巨头冰火两重天
作为对比，AMD的市值高达4227亿美元，英伟达的市值更是4.56万亿美元。英伟达与英特尔，一个是GPU领导厂商，一个是CPU领导者。如今，各界训练模型，均依赖于英伟达的高性能芯片。特别是身处生成式AI时代，英特尔显得力不从心。由此，英伟达的AI芯片则供不应求，使之成为生成式AI最大赢家。
AI时代：1个英伟达市值=20个英特尔，芯片巨头冰火两重天
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Fred_6810
Fred_6810
·
01-26
$英特尔(INTC)$
pe 700x ，股价对折，350x 就算实现未来2年目标，pe120x，还是最贵的半导体公司[微笑]
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Fred_6810
Fred_6810
·
01-24
**真多
异动解读 | 受英伟达在华市场份额下滑拖累，三倍做多半导体ETF盘中大跌5.08%
三倍做多半导体ETF-Direxion Daily今日盘中大跌5.08%，引起了市场的广泛关注。消息面上，此次下跌可能与市场对半导体行业龙头英伟达前景的担忧有关。报道指出，英伟达的Orin芯片架构已显落后，而新一代Thor芯片则面临算力缩水、交付延迟等问题，打乱了一些车企的产品上市节奏。市场担忧英伟达在关键增长市场面临的挑战可能会影响其业绩，进而拖累整个半导体板块的情绪。
异动解读 | 受英伟达在华市场份额下滑拖累，三倍做多半导体ETF盘中大跌5.08%
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多空第二次博弈。 第一次，多头完败[难过] ","listText":"<a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 多空第二次博弈。 第一次，多头完败[难过] ","text":"$小米集团-W(01810)$ 多空第二次博弈。 第一次，多头完败[难过]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526858644709448","isVote":1,"tweetType":1,"viewCount":253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526560781403448,"gmtCreate":1769582653026,"gmtModify":1769582654731,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 脱逃的机会来了， 不要犹豫","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 脱逃的机会来了， 不要犹豫","text":"$英特尔(INTC)$ 脱逃的机会来了， 不要犹豫","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526560781403448","isVote":1,"tweetType":1,"viewCount":230,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526783895298056,"gmtCreate":1769580357469,"gmtModify":1769580359362,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 今后2年的利好都涨完了！","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 今后2年的利好都涨完了！","text":"$英特尔(INTC)$ 今后2年的利好都涨完了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526783895298056","isVote":1,"tweetType":1,"viewCount":166,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526781761777904,"gmtCreate":1769580275124,"gmtModify":1769580277680,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"又开始， 炒新闻啦。[开心] ","listText":"又开始， 炒新闻啦。[开心] ","text":"又开始， 炒新闻啦。[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526781761777904","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 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n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\n2026-01-28 11:10 北京时间 <a href=https://wallstreetcn.com/articles/3764313><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<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。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...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3764313\">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":{"LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU0079474960.USD":"联博美国增长基金A","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU2462157665.USD":"ALLIANZ 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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":80,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":525983402189192,"gmtCreate":1769438883528,"gmtModify":1769438885907,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"25","listText":"25","text":"25","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/525983402189192","repostId":"525942749713912","repostType":1,"repost":{"id":525942749713912,"gmtCreate":1769428949223,"gmtModify":1769428951590,"author":{"id":"3544572238091832","authorId":"3544572238091832","name":"zeroxu666","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3544572238091832","idStr":"3544572238091832"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 40以下再买点","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 40以下再买点","text":"$英特尔(INTC)$ 40以下再买点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/525942749713912","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":44,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":525983595439352,"gmtCreate":1769438853738,"gmtModify":1769438855930,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"0\"></v-v> 即使股价跌50%， 仍然350x pe， 还是最贵的半导体股票， 为啥还要涨， 没天理啊","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"0\"></v-v> 即使股价跌50%， 仍然350x pe， 还是最贵的半导体股票， 为啥还要涨， 没天理啊","text":"$英特尔(INTC)$ 即使股价跌50%， 仍然350x pe， 还是最贵的半导体股票， 为啥还要涨， 没天理啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/525983595439352","isVote":1,"tweetType":1,"viewCount":981,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3503570159183357","authorId":"3503570159183357","name":"小兔白又白","avatar":"https://static.tigerbbs.com/76bc8eb0b91a9686e087281ce27350a5","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"3503570159183357","idStr":"3503570159183357"},"content":"和天理没关系，华尔街赚的是多数人的钱。你越觉得的不行，他就越拉","text":"和天理没关系，华尔街赚的是多数人的钱。你越觉得的不行，他就越拉","html":"和天理没关系，华尔街赚的是多数人的钱。你越觉得的不行，他就越拉"},{"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":8,"crmLevelSwitch":0,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"content":"市场是有效的。 异常还是小概率事件，回归正常，体现价值是基本","text":"市场是有效的。 异常还是小概率事件，回归正常，体现价值是基本","html":"市场是有效的。 异常还是小概率事件，回归正常，体现价值是基本"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":525995223785992,"gmtCreate":1769392535467,"gmtModify":1769392538175,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"英伟达的利润是英特尔的多少倍？","listText":"英伟达的利润是英特尔的多少倍？","text":"英伟达的利润是英特尔的多少倍？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/525995223785992","repostId":"2606460259","repostType":2,"repost":{"id":"2606460259","kind":"news","pubTimestamp":1769326432,"share":"https://www.laohu8.com/m/news/2606460259?lang=zh_CN&edition=full","pubTime":"2026-01-25 15:33","market":"us","language":"zh","title":"AI时代：1个英伟达市值=20个英特尔，芯片巨头冰火两重天","url":"https://stock-news.laohu8.com/highlight/detail?id=2606460259","media":"剑勇谈智能","summary":"作为对比，AMD的市值高达4227亿美元，英伟达的市值更是4.56万亿美元。英伟达与英特尔，一个是GPU领导厂商，一个是CPU领导者。如今，各界训练模型，均依赖于英伟达的高性能芯片。特别是身处生成式AI时代，英特尔显得力不从心。由此，英伟达的AI芯片则供不应求，使之成为生成式AI最大赢家。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20260125153851039v163hei5jgyd21p\"/><p>文/杨剑勇</p><p>成是摩尔定律，败也是摩尔定律。可以说，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>是一家被困在摩尔定律的芯片巨头，被其摩尔定律所束缚，从错失移动互联浪潮，再到人工智能浪潮，陷入被动困局。</p><p>值得注意的是，过去一年中，得益于软银及<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>等先后投资英特尔，市场由此对这家陷入困境的芯片巨头抱有期待，推动其市值得到大幅上涨，最高市值达到2726亿美元，近一年内的最高涨幅更是达到200%。</p><p><strong>然而，随着英特尔发布最新财报，同时业绩指引疲软，以及发出产品供应预警，无法满足市场需求，且生产良率也未达到预期目标。</strong></p><p><strong>受此影响，英特尔在市场暴跌17%，一夜间市值蒸发461亿美元（约合人民币3200亿），当前市值2250亿美元。</strong></p><p>这家曾引领PC时代的芯片巨头，与竞争对手的蓬勃发展形成鲜明对比，尤其在资本市场的表现更是天壤之别。<strong>作为对比，<a href=\"https://laohu8.com/S/AMD\">AMD</a>的市值高达4227亿美元，英伟达的市值更是4.56万亿美元（相当于20个英特尔）。</strong></p><p>在人工智能时代，全球半导体市场正在被重塑，特别是英伟达正在推动通用GPU计算向GPU加速计算转型，并主导该市场，使得营收、盈利以及市值均实现了快速增长。</p><p><strong>遗憾的是，AI大模型如火如荼，英特尔正遭遇创立58年来最严峻的战略困境。在AI算力竞赛中，缺乏强劲的竞争力产品，暴露出这个曾定义摩尔定律的企业，正陷入创新者窘境，营收也持续低迷不振。</strong></p><p>2025年，英特尔全年营收529亿美元，与上一年基本持平（同比微弱下降0.47%），这一营收规模不及英伟达一个季度。最新一季度（2025年第三季度），英伟达营收570亿美元，<span>净利润</span>更是高达319亿美元）。</p><p>与此同时，过去几年中，英特尔的营收持续萎缩，从2020年的778.67亿美元，到如今的528亿美元，五年时间，营收萎缩250亿美元。整体来说，在芯片市场落后于竞争对手，使得经营低迷不振</p><p>英伟达的营收规模从2020财年的109亿美元，到2025财年增长至1305亿美元，扩大了近10倍之多，2026财年前三财季（截止2025年10月26日）的累积营收已经高达1477亿美元，预计2026财年收入将超2000亿美元。</p><p>英伟达与英特尔，一个是GPU领导厂商，一个是CPU领导者。英伟达则在众多领域的AI应用中发挥了至关重要的作用，不断推出新的GPU产品和技术，以满足市场对AI算力的不断增长的需求，成功抓住了AI大模型市场机遇，更是全球首家市值曾突破5万亿美元的公司。</p><p><strong>时间变迁，潮起潮落，企业要想屹立不倒，须顺应时代变革，自我变革是驱动企业持续领先的根本动力之一。</strong></p><p>英伟达的成功并非偶然。自1999年发明GPU（图形处理器），在那个PC时代激发了PC游戏市场增长。如今，GPU不仅在游戏界备受瞩目，已成为科技发展的核心力量。如今，各界训练模型，均依赖于英伟达的高性能芯片。</p><p>面对技术浪潮以及市场需求双重变革的交汇点上，企业的兴衰往往取决于能否及时调整战略，以便应对技术与市场变化。英特尔似乎失去了对未来市场机遇的敏捷性。</p><p>作为曾经主导PC时代的芯片巨头，英特尔在全球科技史上也曾<a href=\"https://laohu8.com/S/301100\">风光</a>无限，推动全球半导体、计算机普及和信息科技的发展。令人惋惜的是，曾在全球科技界呼风唤雨的黄金时期，却忽视了移动互联网带来的变革，到如今生成式AI的变革。</p><p>尽管英特尔一直在积极推进转型战略，其转型历程堪称当代企业变革的典范案例。只是，历经多年的转型仍然没有得到改善，更是频繁更换CEO，故而寄希望于选择换帅摆脱困境。</p><p>然而，现实极为残酷，经营低迷不振，在AI芯片领域的落后对整体经营形成挑战，营收持续多年下降。但英特尔首席执行官陈立武表示，对CPU在AI时代不可或缺的作用信心坚定。</p><p><strong>最后，英特尔的CPU目前仍然占据PC主导地位，其高性能CPU仍旧是不可忽视的重要力量。但随着AMD、ARM来势凶猛，带来巨大竞争压力。特别是身处生成式AI时代，英特尔显得力不从心。</strong></p><p>生成式AI技术迅猛发展的今天，半导体行业格局正经历深刻重构，因科技巨头们训练大模型首选英伟达芯片。由此，英伟达的AI芯片则供不应求，使之成为生成式AI最大赢家。与红红火火的英伟达不同，英特尔在人工智能市场黯然失色许多。</p><p>不过，笔者仍然期待这家深陷转型困境的芯片巨头有望扭转颓势，重获新生。</p><p>杨剑勇，福布斯中国撰稿人，表达观点仅代表个人。致力于深度解读AI大模型、人工智能、物联网、云计算和智能硬件等前沿科技。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI时代：1个英伟达市值=20个英特尔，芯片巨头冰火两重天</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{ 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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\">\nAI时代：1个英伟达市值=20个英特尔，芯片巨头冰火两重天\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-25 15:33 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260125153853a6a9f0ef&s=b><strong>剑勇谈智能</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文/杨剑勇成是摩尔定律，败也是摩尔定律。可以说，英特尔是一家被困在摩尔定律的芯片巨头，被其摩尔定律所束缚，从错失移动互联浪潮，再到人工智能浪潮，陷入被动困局。值得注意的是，过去一年中，得益于软银及英伟达等先后投资英特尔，市场由此对这家陷入困境的芯片巨头抱有期待，推动其市值得到大幅上涨，最高市值达到2726亿美元，近一年内的最高涨幅更是达到200%。然而，随着英特尔发布最新财报，同时业绩指引疲软，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260125153853a6a9f0ef&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4532":"文艺复兴科技持仓","SG9999014906.USD":"大华全球优质成长基金Acc USD","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) 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SGD-H"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260125153853a6a9f0ef&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2606460259","content_text":"文/杨剑勇成是摩尔定律，败也是摩尔定律。可以说，英特尔是一家被困在摩尔定律的芯片巨头，被其摩尔定律所束缚，从错失移动互联浪潮，再到人工智能浪潮，陷入被动困局。值得注意的是，过去一年中，得益于软银及英伟达等先后投资英特尔，市场由此对这家陷入困境的芯片巨头抱有期待，推动其市值得到大幅上涨，最高市值达到2726亿美元，近一年内的最高涨幅更是达到200%。然而，随着英特尔发布最新财报，同时业绩指引疲软，以及发出产品供应预警，无法满足市场需求，且生产良率也未达到预期目标。受此影响，英特尔在市场暴跌17%，一夜间市值蒸发461亿美元（约合人民币3200亿），当前市值2250亿美元。这家曾引领PC时代的芯片巨头，与竞争对手的蓬勃发展形成鲜明对比，尤其在资本市场的表现更是天壤之别。作为对比，AMD的市值高达4227亿美元，英伟达的市值更是4.56万亿美元（相当于20个英特尔）。在人工智能时代，全球半导体市场正在被重塑，特别是英伟达正在推动通用GPU计算向GPU加速计算转型，并主导该市场，使得营收、盈利以及市值均实现了快速增长。遗憾的是，AI大模型如火如荼，英特尔正遭遇创立58年来最严峻的战略困境。在AI算力竞赛中，缺乏强劲的竞争力产品，暴露出这个曾定义摩尔定律的企业，正陷入创新者窘境，营收也持续低迷不振。2025年，英特尔全年营收529亿美元，与上一年基本持平（同比微弱下降0.47%），这一营收规模不及英伟达一个季度。最新一季度（2025年第三季度），英伟达营收570亿美元，净利润更是高达319亿美元）。与此同时，过去几年中，英特尔的营收持续萎缩，从2020年的778.67亿美元，到如今的528亿美元，五年时间，营收萎缩250亿美元。整体来说，在芯片市场落后于竞争对手，使得经营低迷不振英伟达的营收规模从2020财年的109亿美元，到2025财年增长至1305亿美元，扩大了近10倍之多，2026财年前三财季（截止2025年10月26日）的累积营收已经高达1477亿美元，预计2026财年收入将超2000亿美元。英伟达与英特尔，一个是GPU领导厂商，一个是CPU领导者。英伟达则在众多领域的AI应用中发挥了至关重要的作用，不断推出新的GPU产品和技术，以满足市场对AI算力的不断增长的需求，成功抓住了AI大模型市场机遇，更是全球首家市值曾突破5万亿美元的公司。时间变迁，潮起潮落，企业要想屹立不倒，须顺应时代变革，自我变革是驱动企业持续领先的根本动力之一。英伟达的成功并非偶然。自1999年发明GPU（图形处理器），在那个PC时代激发了PC游戏市场增长。如今，GPU不仅在游戏界备受瞩目，已成为科技发展的核心力量。如今，各界训练模型，均依赖于英伟达的高性能芯片。面对技术浪潮以及市场需求双重变革的交汇点上，企业的兴衰往往取决于能否及时调整战略，以便应对技术与市场变化。英特尔似乎失去了对未来市场机遇的敏捷性。作为曾经主导PC时代的芯片巨头，英特尔在全球科技史上也曾风光无限，推动全球半导体、计算机普及和信息科技的发展。令人惋惜的是，曾在全球科技界呼风唤雨的黄金时期，却忽视了移动互联网带来的变革，到如今生成式AI的变革。尽管英特尔一直在积极推进转型战略，其转型历程堪称当代企业变革的典范案例。只是，历经多年的转型仍然没有得到改善，更是频繁更换CEO，故而寄希望于选择换帅摆脱困境。然而，现实极为残酷，经营低迷不振，在AI芯片领域的落后对整体经营形成挑战，营收持续多年下降。但英特尔首席执行官陈立武表示，对CPU在AI时代不可或缺的作用信心坚定。最后，英特尔的CPU目前仍然占据PC主导地位，其高性能CPU仍旧是不可忽视的重要力量。但随着AMD、ARM来势凶猛，带来巨大竞争压力。特别是身处生成式AI时代，英特尔显得力不从心。生成式AI技术迅猛发展的今天，半导体行业格局正经历深刻重构，因科技巨头们训练大模型首选英伟达芯片。由此，英伟达的AI芯片则供不应求，使之成为生成式AI最大赢家。与红红火火的英伟达不同，英特尔在人工智能市场黯然失色许多。不过，笔者仍然期待这家深陷转型困境的芯片巨头有望扭转颓势，重获新生。杨剑勇，福布斯中国撰稿人，表达观点仅代表个人。致力于深度解读AI大模型、人工智能、物联网、云计算和智能硬件等前沿科技。","news_type":1,"symbols_score_info":{"NVD2.UK":0.6,"NVDS.UK":0.6,"NVDX":0.6,"INTC":1.97,"NVD3.UK":0.6,"DIPS":0.6,"2NVD.UK":0.6,"SNVD.UK":0.6,"AMUU":0.6,"NVD":0.6,"NVDD":0.6,"NVDY":0.6,"DAMD":0.6,"AMDU":0.6,"NVDQ":0.6,"AMDY":0.6,"AMDD":0.6,"3NVD.UK":0.6,"AMDW":0.6,"04335":1.97,"NVDG":0.6,"NVDA":1.95,"AMYY":0.6,"NVDW":0.6,"NVDS":0.6,"NVDU":0.6,"NVII":0.6,"AMDG":0.6,"NVIW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":112,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":525785904186768,"gmtCreate":1769392372812,"gmtModify":1769392374906,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"<a 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style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2026-01-23 22:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>三倍做多半导体ETF-Direxion Daily(SOXL)今日盘中大跌5.08%，引起了市场的广泛关注。</p><p>消息面上，此次下跌可能与市场对半导体行业龙头英伟达前景的担忧有关。据相关报道，中国主要电动汽车制造商蔚来、小鹏汽车和理想汽车正在加速“去英伟达化”，转而采用自研或其他供应商的智能驾驶芯片，这导致英伟达在中国自动驾驶芯片市场的份额从2024年的39%显著下滑至2025年的25%。</p><p>报道指出，英伟达的Orin芯片架构已显落后，而新一代Thor芯片则面临算力缩水、交付延迟等问题，打乱了一些车企的产品上市节奏。市场担忧英伟达在关键增长市场面临的挑战可能会影响其业绩，进而拖累整个半导体板块的情绪。作为高杠杆的行业ETF，SOXL对板块的负面情绪反应尤为敏感。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SOXL":"三倍做多半导体ETF-Direxion Daily"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1197010181","content_text":"三倍做多半导体ETF-Direxion 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