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Fred_6810
Fred_6810
·
07-17
股价涨了5倍。 现在是行业中最贵的公司,比台积电,amd贵几倍。 不增长几倍完全支撑不了股价啊!
财报前瞻|英特尔本季度营收预计增20.95%,机构多数看多
英特尔将在2026年07月23日美股盘后发布财报,市场普遍预期本季度营收较上年同期显著提升,关注数据中心与代工业务的推进节奏与盈利质量。市场一致预期显示,英特尔本季度营收预计为144.13亿美元,同比增长20.95%;由于公开一致预期未提供可比口径的毛利率、净利润或净利率、调整后每股收益同比数据,相关预测数值不予展示。
财报前瞻|英特尔本季度营收预计增20.95%,机构多数看多
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Fred_6810
Fred_6810
·
07-16
最贵, 跌的远远不够
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Fred_6810
Fred_6810
·
07-16
这种业绩对得起一年涨5x吗!
财报前瞻|英特尔本季度营收预计增20.95%,机构多数看多
英特尔将在2026年07月23日美股盘后发布财报,市场普遍预期本季度营收较上年同期显著提升,关注数据中心与代工业务的推进节奏与盈利质量。市场一致预期显示,英特尔本季度营收预计为144.13亿美元,同比增长20.95%;由于公开一致预期未提供可比口径的毛利率、净利润或净利率、调整后每股收益同比数据,相关预测数值不予展示。
财报前瞻|英特尔本季度营收预计增20.95%,机构多数看多
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Fred_6810
Fred_6810
·
07-15
$英特尔(INTC)$
过去一年涨5x了, 还不过瘾,就贪了
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Fred_6810
Fred_6810
·
07-15
卧槽, amd, 英伟达, 台积电, 特斯拉,google,三星,... 和谁没搞过。 把老古董产品线拿出来充数, 你认为为啥?
英特尔已与多家科技巨头达成合作,盘前股价上涨2.64% KeyBanc将其目标价提升至155美元
金吾财讯 | 英特尔 周三盘前股价上涨2.64%。数据显示,英特尔 18A 工艺良率从上季度 65% 攀升至 85%,该水平仅次于台积电 N2 工艺 90% 的良率,大幅领先三星 SF2 工艺 50% 至 60% 的良率。制程迭代方面,英特尔 18A 工艺已实现量产,18A-P 工艺处于风险生产阶段,14A 工艺预计 2028 年开启风险生产、2029 年正式量产。金融机构KeyBanc将其目标股价从110美元提升至155美元。
英特尔已与多家科技巨头达成合作,盘前股价上涨2.64% KeyBanc将其目标价提升至155美元
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Fred_6810
Fred_6810
·
07-10
$英特尔(INTC)$
最贵的半导体公司, 股价把2030年的都涵盖了
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Fred_6810
Fred_6810
·
06-23
这人品不说了。
小米股价创年内新低 425亿港元配售参与机构浮亏54%
中国经济网北京6月18日讯 小米集团 今日收报24.580港元,跌幅3.304%。小米集团股价今日盘中最低至24.360港元,创年内新低。 小米集团港股2025年6月27日盘中创下历史最高点61.45港元,截至今日,小米集团股价累计跌幅60%。 小米集团2025年3月31日发布完成配售现有股份及根据一般授权先旧后新认购新股份的公告。 以配售价格53.25港元计算,截至今日,参与小米集团3月配售认购方亏损幅度为53.84%。
小米股价创年内新低 425亿港元配售参与机构浮亏54%
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Fred_6810
Fred_6810
·
06-23
回购量增大10x
非常抱歉,此主贴已删除
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Fred_6810
Fred_6810
·
06-23
你多回购,少逼逼
雷军回应“过早”舆论争议:很多刻意攻击我的人 纯粹只为赚流量
快科技6月22日消息,小米集团董事长雷军近日在第三十二届北京国际图书博览会“大使会客厅特别场”上,回应此前“过早”引发的网络争议,并表示攻击他的人只是为了流量。5月15日,雷军赴武汉参加世界青年发展论坛,作为湖北人与同事到早餐店过早,路过小女孩说了一句“吃早饭还要这么多人拍照”,相关片段引发网络热议,有人质疑雷军摆拍。
雷军回应“过早”舆论争议:很多刻意攻击我的人 纯粹只为赚流量
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Fred_6810
Fred_6810
·
06-23
老天爷,看看股价吧, 大家给你回复了
雷军:小米在三电技术上进步非常快 是不是可以媲美国际标杆
快科技6月23日消息,今日,小米集团创始人雷军发文表示:“这两年,我们在三电技术上投入很大,进步也非常快。是不是可以媲美国际标杆?”这条动态还配了新一代SU7 Pro的宣传海报,直观展现小米现阶段的续航技术成果。早在今年3月,雷军就曾晒出过专业媒体实测成绩佐证技术实力。同时车辆配备CTB一体化电池技术,在拉长续航的同时,兼顾充电效率与车身安全,全方位展现小米三电自研技术的成熟度。
雷军:小米在三电技术上进步非常快 是不是可以媲美国际标杆
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现在是行业中最贵的公司,比台积电,amd贵几倍。 不增长几倍完全支撑不了股价啊!","listText":"股价涨了5倍。 现在是行业中最贵的公司,比台积电,amd贵几倍。 不增长几倍完全支撑不了股价啊!","text":"股价涨了5倍。 现在是行业中最贵的公司,比台积电,amd贵几倍。 不增长几倍完全支撑不了股价啊!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/586612358694080","repostId":"1170055680","repostType":2,"repost":{"id":"1170055680","kind":"news","weMediaInfo":{"introduction":"专注财报前瞻、财报解析的大模型Agent","home_visible":1,"media_name":"财报Agent","id":"1017018787","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1784160172,"share":"https://www.laohu8.com/m/news/1170055680?lang=zh_CN&edition=full","pubTime":"2026-07-16 08:02","market":"hk","language":"zh","title":"财报前瞻|英特尔本季度营收预计增20.95%,机构多数看多","url":"https://stock-news.laohu8.com/highlight/detail?id=1170055680","media":"财报Agent","summary":"英特尔将在2026年07月23日美股盘后发布财报,市场普遍预期本季度营收较上年同期显著提升,关注数据中心与代工业务的推进节奏与盈利质量。市场一致预期显示,英特尔本季度营收预计为144.13亿美元,同比增长20.95%;由于公开一致预期未提供可比口径的毛利率、净利润或净利率、调整后每股收益同比数据,相关预测数值不予展示。","content":"<p><h2><b>摘要</b></h2>\n英特尔将在2026年07月23日美股盘后发布财报,市场普遍预期本季度营收较上年同期显著提升,关注数据中心与代工业务的推进节奏与盈利质量。\n<h2><b>市场预测</b></h2>\n市场一致预期显示,英特尔本季度营收预计为144.13亿美元,同比增长20.95%;由于公开一致预期未提供可比口径的毛利率、净利润或净利率、调整后每股收益同比数据,相关预测数值不予展示。 \n主营业务亮点在于客户端计算组作为稳定现金流来源,叠加AI PC产品组合迭代,有望保持量价相对韧性;发展前景最大的现有业务集中在数据中心与人工智能板块,上季度该业务实现营收50.52亿美元,同比增速强劲,成为公司增长引擎。\n<h2><b>上季度回顾</b></h2>\n英特尔上季度实现营收135.77亿美元,同比增长7.18%;毛利率39.38%;归属于母公司股东的净利润为-37.28亿美元,净利率-27.46%;调整后每股收益0.29美元,同比增长123.08%。 \n分业务看,数据中心与人工智能实现营收50.52亿美元,受AI相关需求拉动表现突出,成为结构性亮点。 \n客户端计算组营收77.27亿美元、英特尔代工服务营收54.21亿美元,整体产品结构优化与出货结构变化将持续影响盈利质量与现金流。\n<h2><b>本季度展望</b></h2>\n<h4><b>数据中心与AI:CPU定价权回归与产能扩张推动弹性释放</b></h4>\n多家机构近期判断,公司数据中心与AI相关需求延续高景气,CPU出现“产能偏紧、结构性涨价”的信号,这与英特尔在高端服务器产品序列的交付节奏相匹配。公司宣布追加约57.10亿美元用于扩建爱尔兰园区,并明确该项目与至强(Xeon)6及下一代至强处理器生产能力挂钩,同时服务于代工客户交付能力的提升,折射出对未来出货的确定性投入。随着高数值孔径EUV设备的导入以及18A工艺在部分产品上的应用落地,先进制程良率改善与产品性能代际升级有望带动混合单价与利润率改善。若本季度AI相关服务器出货持续爬坡,数据中心与AI业务对营收与毛利率的拉动将更加直接,叠加供给紧平衡带来的定价改善,利润弹性值得关注。</p>\n<p><h4><b>客户端业务与AI PC:产品节奏优化与结构权衡</b></h4>\n近期渠道层面出现“新装机中旧款CPU占比提升、最新制程更多向服务器端倾斜”的迹象,短期可能抑制AI PC渗透的提速,但也意味着公司在利润率更高的服务器端进行产能与资源的优先配置。对客户端业务而言,季节性促销与新品发布节奏叠加换机需求回暖,带来量的稳定,同时通过SKU结构与平台级AI特性优化支撑单价与毛利的稳定性。若后续AI PC体验与生态应用更快落地,而服务器端供需继续偏紧,客户端与数据中心之间的资源分配将成为影响季度毛利率波动的关键变量,公司对产品结构与渠道策略的拿捏将直接影响利润质量。</p>\n<p><h4><b>代工业务与18A:资本开支驱动下的良率与客户获取</b></h4>\n英特尔在2026年资本开支计划中把约30%投入到欧洲制造能力提升,爱尔兰扩产项目以“更快、更低成本”的方式强化现有工厂的先进工艺产能,这有助于缩短新制程爬坡周期。伴随新一代光刻设备进入生产应用阶段及18A节点迭代(包括性能与能效优化版本)推进,良率改善叠加大客户定制化流片的曝光,显示代工业务的订单获取与技术路径正在正向循环。本季度观察重点在于:高端客户的签约与小批量验证转量产的节奏、18A良率与交付稳定性对成本结构的改善,以及代工收入规模化对公司综合毛利率的边际影响。一旦代工业务在规模与客户结构上继续改善,制造利用率的提升将对整体利润率构成支撑,同时也可能带来资本开支与折旧前置对短期利润表的扰动,投资者需要在成长与盈利波动之间做出动态权衡。\n<h2><b>分析师观点</b></h2>\n从2026年01月01日至2026年07月16日的机构动态看,看多观点占优。汇丰将英特尔目标价上调至200.00美元并维持“买入”,认为先进工艺爬坡与AI相关产品周期将推动公司进入收入与利润率的双向修复;KeyBanc将目标价上调至155.00美元并维持“跑赢大盘”,强调高端设备导入与至强6的放量对数据中心业务的提振;Stifel将目标价上调至120.00美元,New Street Research上调至122.00美元,均指向产品与产能周期带来的业绩改善;TD Cowen将目标价调整至115.00美元并维持“持有”,对节奏持中性态度。与之相对,Rosenblatt维持“卖出”,目标价65.00美元,关注竞争与资本效率压力。综合口径统计,买入/上调一侧显著多于卖出/下调一侧,看多观点约占80.00%,看空约占20.00%。 \n多家机构的核心论点集中在三点:一是本季度营收预计同比增长20.95%,主要由数据中心与AI相关产品拉动,若服务器端价格与出货维持高位,收入弹性有望延续;二是先进制程与高端光刻设备的导入提升制程竞争力,叠加欧洲扩产巩固交付能力,代工业务接单能力与规模化前景改善;三是客户端业务在结构上更注重利润率与现金流的稳态贡献,短期因资源优先向服务器倾斜导致AI PC渗透推进较为温和,但对集团利润质量更为有利。需要关注的分歧在于资本开支与折旧对短期利润率的扰动、先进节点良率爬坡速度以及竞争格局下的价格策略,这些变量将决定盈利质量与估值的持续性。整体而言,机构多方观点占比更高,关注点集中于数据中心与代工的量价共振与制程推进对中短期业绩的带动。</p>","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>财报前瞻|英特尔本季度营收预计增20.95%,机构多数看多</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财报前瞻|英特尔本季度营收预计增20.95%,机构多数看多\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1017018787\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">财报Agent </p>\n<p class=\"h-time\">2026-07-16 08:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><h2><b>摘要</b></h2>\n英特尔将在2026年07月23日美股盘后发布财报,市场普遍预期本季度营收较上年同期显著提升,关注数据中心与代工业务的推进节奏与盈利质量。\n<h2><b>市场预测</b></h2>\n市场一致预期显示,英特尔本季度营收预计为144.13亿美元,同比增长20.95%;由于公开一致预期未提供可比口径的毛利率、净利润或净利率、调整后每股收益同比数据,相关预测数值不予展示。 \n主营业务亮点在于客户端计算组作为稳定现金流来源,叠加AI PC产品组合迭代,有望保持量价相对韧性;发展前景最大的现有业务集中在数据中心与人工智能板块,上季度该业务实现营收50.52亿美元,同比增速强劲,成为公司增长引擎。\n<h2><b>上季度回顾</b></h2>\n英特尔上季度实现营收135.77亿美元,同比增长7.18%;毛利率39.38%;归属于母公司股东的净利润为-37.28亿美元,净利率-27.46%;调整后每股收益0.29美元,同比增长123.08%。 \n分业务看,数据中心与人工智能实现营收50.52亿美元,受AI相关需求拉动表现突出,成为结构性亮点。 \n客户端计算组营收77.27亿美元、英特尔代工服务营收54.21亿美元,整体产品结构优化与出货结构变化将持续影响盈利质量与现金流。\n<h2><b>本季度展望</b></h2>\n<h4><b>数据中心与AI:CPU定价权回归与产能扩张推动弹性释放</b></h4>\n多家机构近期判断,公司数据中心与AI相关需求延续高景气,CPU出现“产能偏紧、结构性涨价”的信号,这与英特尔在高端服务器产品序列的交付节奏相匹配。公司宣布追加约57.10亿美元用于扩建爱尔兰园区,并明确该项目与至强(Xeon)6及下一代至强处理器生产能力挂钩,同时服务于代工客户交付能力的提升,折射出对未来出货的确定性投入。随着高数值孔径EUV设备的导入以及18A工艺在部分产品上的应用落地,先进制程良率改善与产品性能代际升级有望带动混合单价与利润率改善。若本季度AI相关服务器出货持续爬坡,数据中心与AI业务对营收与毛利率的拉动将更加直接,叠加供给紧平衡带来的定价改善,利润弹性值得关注。</p>\n<p><h4><b>客户端业务与AI PC:产品节奏优化与结构权衡</b></h4>\n近期渠道层面出现“新装机中旧款CPU占比提升、最新制程更多向服务器端倾斜”的迹象,短期可能抑制AI PC渗透的提速,但也意味着公司在利润率更高的服务器端进行产能与资源的优先配置。对客户端业务而言,季节性促销与新品发布节奏叠加换机需求回暖,带来量的稳定,同时通过SKU结构与平台级AI特性优化支撑单价与毛利的稳定性。若后续AI PC体验与生态应用更快落地,而服务器端供需继续偏紧,客户端与数据中心之间的资源分配将成为影响季度毛利率波动的关键变量,公司对产品结构与渠道策略的拿捏将直接影响利润质量。</p>\n<p><h4><b>代工业务与18A:资本开支驱动下的良率与客户获取</b></h4>\n英特尔在2026年资本开支计划中把约30%投入到欧洲制造能力提升,爱尔兰扩产项目以“更快、更低成本”的方式强化现有工厂的先进工艺产能,这有助于缩短新制程爬坡周期。伴随新一代光刻设备进入生产应用阶段及18A节点迭代(包括性能与能效优化版本)推进,良率改善叠加大客户定制化流片的曝光,显示代工业务的订单获取与技术路径正在正向循环。本季度观察重点在于:高端客户的签约与小批量验证转量产的节奏、18A良率与交付稳定性对成本结构的改善,以及代工收入规模化对公司综合毛利率的边际影响。一旦代工业务在规模与客户结构上继续改善,制造利用率的提升将对整体利润率构成支撑,同时也可能带来资本开支与折旧前置对短期利润表的扰动,投资者需要在成长与盈利波动之间做出动态权衡。\n<h2><b>分析师观点</b></h2>\n从2026年01月01日至2026年07月16日的机构动态看,看多观点占优。汇丰将英特尔目标价上调至200.00美元并维持“买入”,认为先进工艺爬坡与AI相关产品周期将推动公司进入收入与利润率的双向修复;KeyBanc将目标价上调至155.00美元并维持“跑赢大盘”,强调高端设备导入与至强6的放量对数据中心业务的提振;Stifel将目标价上调至120.00美元,New Street Research上调至122.00美元,均指向产品与产能周期带来的业绩改善;TD Cowen将目标价调整至115.00美元并维持“持有”,对节奏持中性态度。与之相对,Rosenblatt维持“卖出”,目标价65.00美元,关注竞争与资本效率压力。综合口径统计,买入/上调一侧显著多于卖出/下调一侧,看多观点约占80.00%,看空约占20.00%。 \n多家机构的核心论点集中在三点:一是本季度营收预计同比增长20.95%,主要由数据中心与AI相关产品拉动,若服务器端价格与出货维持高位,收入弹性有望延续;二是先进制程与高端光刻设备的导入提升制程竞争力,叠加欧洲扩产巩固交付能力,代工业务接单能力与规模化前景改善;三是客户端业务在结构上更注重利润率与现金流的稳态贡献,短期因资源优先向服务器倾斜导致AI PC渗透推进较为温和,但对集团利润质量更为有利。需要关注的分歧在于资本开支与折旧对短期利润率的扰动、先进节点良率爬坡速度以及竞争格局下的价格策略,这些变量将决定盈利质量与估值的持续性。整体而言,机构多方观点占比更高,关注点集中于数据中心与代工的量价共振与制程推进对中短期业绩的带动。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170055680","content_text":"摘要\n英特尔将在2026年07月23日美股盘后发布财报,市场普遍预期本季度营收较上年同期显著提升,关注数据中心与代工业务的推进节奏与盈利质量。\n市场预测\n市场一致预期显示,英特尔本季度营收预计为144.13亿美元,同比增长20.95%;由于公开一致预期未提供可比口径的毛利率、净利润或净利率、调整后每股收益同比数据,相关预测数值不予展示。 \n主营业务亮点在于客户端计算组作为稳定现金流来源,叠加AI PC产品组合迭代,有望保持量价相对韧性;发展前景最大的现有业务集中在数据中心与人工智能板块,上季度该业务实现营收50.52亿美元,同比增速强劲,成为公司增长引擎。\n上季度回顾\n英特尔上季度实现营收135.77亿美元,同比增长7.18%;毛利率39.38%;归属于母公司股东的净利润为-37.28亿美元,净利率-27.46%;调整后每股收益0.29美元,同比增长123.08%。 \n分业务看,数据中心与人工智能实现营收50.52亿美元,受AI相关需求拉动表现突出,成为结构性亮点。 \n客户端计算组营收77.27亿美元、英特尔代工服务营收54.21亿美元,整体产品结构优化与出货结构变化将持续影响盈利质量与现金流。\n本季度展望\n数据中心与AI:CPU定价权回归与产能扩张推动弹性释放\n多家机构近期判断,公司数据中心与AI相关需求延续高景气,CPU出现“产能偏紧、结构性涨价”的信号,这与英特尔在高端服务器产品序列的交付节奏相匹配。公司宣布追加约57.10亿美元用于扩建爱尔兰园区,并明确该项目与至强(Xeon)6及下一代至强处理器生产能力挂钩,同时服务于代工客户交付能力的提升,折射出对未来出货的确定性投入。随着高数值孔径EUV设备的导入以及18A工艺在部分产品上的应用落地,先进制程良率改善与产品性能代际升级有望带动混合单价与利润率改善。若本季度AI相关服务器出货持续爬坡,数据中心与AI业务对营收与毛利率的拉动将更加直接,叠加供给紧平衡带来的定价改善,利润弹性值得关注。\n客户端业务与AI PC:产品节奏优化与结构权衡\n近期渠道层面出现“新装机中旧款CPU占比提升、最新制程更多向服务器端倾斜”的迹象,短期可能抑制AI PC渗透的提速,但也意味着公司在利润率更高的服务器端进行产能与资源的优先配置。对客户端业务而言,季节性促销与新品发布节奏叠加换机需求回暖,带来量的稳定,同时通过SKU结构与平台级AI特性优化支撑单价与毛利的稳定性。若后续AI PC体验与生态应用更快落地,而服务器端供需继续偏紧,客户端与数据中心之间的资源分配将成为影响季度毛利率波动的关键变量,公司对产品结构与渠道策略的拿捏将直接影响利润质量。\n代工业务与18A:资本开支驱动下的良率与客户获取\n英特尔在2026年资本开支计划中把约30%投入到欧洲制造能力提升,爱尔兰扩产项目以“更快、更低成本”的方式强化现有工厂的先进工艺产能,这有助于缩短新制程爬坡周期。伴随新一代光刻设备进入生产应用阶段及18A节点迭代(包括性能与能效优化版本)推进,良率改善叠加大客户定制化流片的曝光,显示代工业务的订单获取与技术路径正在正向循环。本季度观察重点在于:高端客户的签约与小批量验证转量产的节奏、18A良率与交付稳定性对成本结构的改善,以及代工收入规模化对公司综合毛利率的边际影响。一旦代工业务在规模与客户结构上继续改善,制造利用率的提升将对整体利润率构成支撑,同时也可能带来资本开支与折旧前置对短期利润表的扰动,投资者需要在成长与盈利波动之间做出动态权衡。\n分析师观点\n从2026年01月01日至2026年07月16日的机构动态看,看多观点占优。汇丰将英特尔目标价上调至200.00美元并维持“买入”,认为先进工艺爬坡与AI相关产品周期将推动公司进入收入与利润率的双向修复;KeyBanc将目标价上调至155.00美元并维持“跑赢大盘”,强调高端设备导入与至强6的放量对数据中心业务的提振;Stifel将目标价上调至120.00美元,New Street Research上调至122.00美元,均指向产品与产能周期带来的业绩改善;TD Cowen将目标价调整至115.00美元并维持“持有”,对节奏持中性态度。与之相对,Rosenblatt维持“卖出”,目标价65.00美元,关注竞争与资本效率压力。综合口径统计,买入/上调一侧显著多于卖出/下调一侧,看多观点约占80.00%,看空约占20.00%。 \n多家机构的核心论点集中在三点:一是本季度营收预计同比增长20.95%,主要由数据中心与AI相关产品拉动,若服务器端价格与出货维持高位,收入弹性有望延续;二是先进制程与高端光刻设备的导入提升制程竞争力,叠加欧洲扩产巩固交付能力,代工业务接单能力与规模化前景改善;三是客户端业务在结构上更注重利润率与现金流的稳态贡献,短期因资源优先向服务器倾斜导致AI PC渗透推进较为温和,但对集团利润质量更为有利。需要关注的分歧在于资本开支与折旧对短期利润率的扰动、先进节点良率爬坡速度以及竞争格局下的价格策略,这些变量将决定盈利质量与估值的持续性。整体而言,机构多方观点占比更高,关注点集中于数据中心与代工的量价共振与制程推进对中短期业绩的带动。","news_type":1,"symbols_score_info":{"INTC":1}},"isVote":1,"tweetType":1,"viewCount":110,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4201095478434442","authorId":"4201095478434442","name":"锐锐宝宝","avatar":"https://static.tigerbbs.com/d03027f9086b6d05d949fb0df74facf4","crmLevel":2,"crmLevelSwitch":0,"idStr":"4201095478434442","authorIdStr":"4201095478434442"},"content":"那你就开空单吧,我看你到处叽叽喳的,佩洛西都没你聪明","text":"那你就开空单吧,我看你到处叽叽喳的,佩洛西都没你聪明","html":"那你就开空单吧,我看你到处叽叽喳的,佩洛西都没你聪明"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":586457392107976,"gmtCreate":1784209590109,"gmtModify":1784209593250,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563140991934227","authorIdStr":"3563140991934227"},"themes":[],"title":"","htmlText":"最贵, 跌的远远不够","listText":"最贵, 跌的远远不够","text":"最贵, 跌的远远不够","images":[{"img":"https://static.tigerbbs.com/4d58037d59f521e4ada6d139be037aa6","width":"1206","height":"3677"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/586457392107976","isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":586381794366432,"gmtCreate":1784191053539,"gmtModify":1784191055613,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563140991934227","authorIdStr":"3563140991934227"},"themes":[],"title":"","htmlText":"这种业绩对得起一年涨5x吗!","listText":"这种业绩对得起一年涨5x吗!","text":"这种业绩对得起一年涨5x吗!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/586381794366432","repostId":"1170055680","repostType":2,"repost":{"id":"1170055680","kind":"news","weMediaInfo":{"introduction":"专注财报前瞻、财报解析的大模型Agent","home_visible":1,"media_name":"财报Agent","id":"1017018787","head_image":"https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f"},"pubTimestamp":1784160172,"share":"https://www.laohu8.com/m/news/1170055680?lang=zh_CN&edition=full","pubTime":"2026-07-16 08:02","market":"hk","language":"zh","title":"财报前瞻|英特尔本季度营收预计增20.95%,机构多数看多","url":"https://stock-news.laohu8.com/highlight/detail?id=1170055680","media":"财报Agent","summary":"英特尔将在2026年07月23日美股盘后发布财报,市场普遍预期本季度营收较上年同期显著提升,关注数据中心与代工业务的推进节奏与盈利质量。市场一致预期显示,英特尔本季度营收预计为144.13亿美元,同比增长20.95%;由于公开一致预期未提供可比口径的毛利率、净利润或净利率、调整后每股收益同比数据,相关预测数值不予展示。","content":"<p><h2><b>摘要</b></h2>\n英特尔将在2026年07月23日美股盘后发布财报,市场普遍预期本季度营收较上年同期显著提升,关注数据中心与代工业务的推进节奏与盈利质量。\n<h2><b>市场预测</b></h2>\n市场一致预期显示,英特尔本季度营收预计为144.13亿美元,同比增长20.95%;由于公开一致预期未提供可比口径的毛利率、净利润或净利率、调整后每股收益同比数据,相关预测数值不予展示。 \n主营业务亮点在于客户端计算组作为稳定现金流来源,叠加AI PC产品组合迭代,有望保持量价相对韧性;发展前景最大的现有业务集中在数据中心与人工智能板块,上季度该业务实现营收50.52亿美元,同比增速强劲,成为公司增长引擎。\n<h2><b>上季度回顾</b></h2>\n英特尔上季度实现营收135.77亿美元,同比增长7.18%;毛利率39.38%;归属于母公司股东的净利润为-37.28亿美元,净利率-27.46%;调整后每股收益0.29美元,同比增长123.08%。 \n分业务看,数据中心与人工智能实现营收50.52亿美元,受AI相关需求拉动表现突出,成为结构性亮点。 \n客户端计算组营收77.27亿美元、英特尔代工服务营收54.21亿美元,整体产品结构优化与出货结构变化将持续影响盈利质量与现金流。\n<h2><b>本季度展望</b></h2>\n<h4><b>数据中心与AI:CPU定价权回归与产能扩张推动弹性释放</b></h4>\n多家机构近期判断,公司数据中心与AI相关需求延续高景气,CPU出现“产能偏紧、结构性涨价”的信号,这与英特尔在高端服务器产品序列的交付节奏相匹配。公司宣布追加约57.10亿美元用于扩建爱尔兰园区,并明确该项目与至强(Xeon)6及下一代至强处理器生产能力挂钩,同时服务于代工客户交付能力的提升,折射出对未来出货的确定性投入。随着高数值孔径EUV设备的导入以及18A工艺在部分产品上的应用落地,先进制程良率改善与产品性能代际升级有望带动混合单价与利润率改善。若本季度AI相关服务器出货持续爬坡,数据中心与AI业务对营收与毛利率的拉动将更加直接,叠加供给紧平衡带来的定价改善,利润弹性值得关注。</p>\n<p><h4><b>客户端业务与AI PC:产品节奏优化与结构权衡</b></h4>\n近期渠道层面出现“新装机中旧款CPU占比提升、最新制程更多向服务器端倾斜”的迹象,短期可能抑制AI PC渗透的提速,但也意味着公司在利润率更高的服务器端进行产能与资源的优先配置。对客户端业务而言,季节性促销与新品发布节奏叠加换机需求回暖,带来量的稳定,同时通过SKU结构与平台级AI特性优化支撑单价与毛利的稳定性。若后续AI PC体验与生态应用更快落地,而服务器端供需继续偏紧,客户端与数据中心之间的资源分配将成为影响季度毛利率波动的关键变量,公司对产品结构与渠道策略的拿捏将直接影响利润质量。</p>\n<p><h4><b>代工业务与18A:资本开支驱动下的良率与客户获取</b></h4>\n英特尔在2026年资本开支计划中把约30%投入到欧洲制造能力提升,爱尔兰扩产项目以“更快、更低成本”的方式强化现有工厂的先进工艺产能,这有助于缩短新制程爬坡周期。伴随新一代光刻设备进入生产应用阶段及18A节点迭代(包括性能与能效优化版本)推进,良率改善叠加大客户定制化流片的曝光,显示代工业务的订单获取与技术路径正在正向循环。本季度观察重点在于:高端客户的签约与小批量验证转量产的节奏、18A良率与交付稳定性对成本结构的改善,以及代工收入规模化对公司综合毛利率的边际影响。一旦代工业务在规模与客户结构上继续改善,制造利用率的提升将对整体利润率构成支撑,同时也可能带来资本开支与折旧前置对短期利润表的扰动,投资者需要在成长与盈利波动之间做出动态权衡。\n<h2><b>分析师观点</b></h2>\n从2026年01月01日至2026年07月16日的机构动态看,看多观点占优。汇丰将英特尔目标价上调至200.00美元并维持“买入”,认为先进工艺爬坡与AI相关产品周期将推动公司进入收入与利润率的双向修复;KeyBanc将目标价上调至155.00美元并维持“跑赢大盘”,强调高端设备导入与至强6的放量对数据中心业务的提振;Stifel将目标价上调至120.00美元,New Street Research上调至122.00美元,均指向产品与产能周期带来的业绩改善;TD Cowen将目标价调整至115.00美元并维持“持有”,对节奏持中性态度。与之相对,Rosenblatt维持“卖出”,目标价65.00美元,关注竞争与资本效率压力。综合口径统计,买入/上调一侧显著多于卖出/下调一侧,看多观点约占80.00%,看空约占20.00%。 \n多家机构的核心论点集中在三点:一是本季度营收预计同比增长20.95%,主要由数据中心与AI相关产品拉动,若服务器端价格与出货维持高位,收入弹性有望延续;二是先进制程与高端光刻设备的导入提升制程竞争力,叠加欧洲扩产巩固交付能力,代工业务接单能力与规模化前景改善;三是客户端业务在结构上更注重利润率与现金流的稳态贡献,短期因资源优先向服务器倾斜导致AI PC渗透推进较为温和,但对集团利润质量更为有利。需要关注的分歧在于资本开支与折旧对短期利润率的扰动、先进节点良率爬坡速度以及竞争格局下的价格策略,这些变量将决定盈利质量与估值的持续性。整体而言,机构多方观点占比更高,关注点集中于数据中心与代工的量价共振与制程推进对中短期业绩的带动。</p>","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>财报前瞻|英特尔本季度营收预计增20.95%,机构多数看多</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; 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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财报前瞻|英特尔本季度营收预计增20.95%,机构多数看多\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1017018787\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/decf3d8a922fc5c1c1d787bf8b36173f);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">财报Agent </p>\n<p class=\"h-time\">2026-07-16 08:02</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><h2><b>摘要</b></h2>\n英特尔将在2026年07月23日美股盘后发布财报,市场普遍预期本季度营收较上年同期显著提升,关注数据中心与代工业务的推进节奏与盈利质量。\n<h2><b>市场预测</b></h2>\n市场一致预期显示,英特尔本季度营收预计为144.13亿美元,同比增长20.95%;由于公开一致预期未提供可比口径的毛利率、净利润或净利率、调整后每股收益同比数据,相关预测数值不予展示。 \n主营业务亮点在于客户端计算组作为稳定现金流来源,叠加AI PC产品组合迭代,有望保持量价相对韧性;发展前景最大的现有业务集中在数据中心与人工智能板块,上季度该业务实现营收50.52亿美元,同比增速强劲,成为公司增长引擎。\n<h2><b>上季度回顾</b></h2>\n英特尔上季度实现营收135.77亿美元,同比增长7.18%;毛利率39.38%;归属于母公司股东的净利润为-37.28亿美元,净利率-27.46%;调整后每股收益0.29美元,同比增长123.08%。 \n分业务看,数据中心与人工智能实现营收50.52亿美元,受AI相关需求拉动表现突出,成为结构性亮点。 \n客户端计算组营收77.27亿美元、英特尔代工服务营收54.21亿美元,整体产品结构优化与出货结构变化将持续影响盈利质量与现金流。\n<h2><b>本季度展望</b></h2>\n<h4><b>数据中心与AI:CPU定价权回归与产能扩张推动弹性释放</b></h4>\n多家机构近期判断,公司数据中心与AI相关需求延续高景气,CPU出现“产能偏紧、结构性涨价”的信号,这与英特尔在高端服务器产品序列的交付节奏相匹配。公司宣布追加约57.10亿美元用于扩建爱尔兰园区,并明确该项目与至强(Xeon)6及下一代至强处理器生产能力挂钩,同时服务于代工客户交付能力的提升,折射出对未来出货的确定性投入。随着高数值孔径EUV设备的导入以及18A工艺在部分产品上的应用落地,先进制程良率改善与产品性能代际升级有望带动混合单价与利润率改善。若本季度AI相关服务器出货持续爬坡,数据中心与AI业务对营收与毛利率的拉动将更加直接,叠加供给紧平衡带来的定价改善,利润弹性值得关注。</p>\n<p><h4><b>客户端业务与AI PC:产品节奏优化与结构权衡</b></h4>\n近期渠道层面出现“新装机中旧款CPU占比提升、最新制程更多向服务器端倾斜”的迹象,短期可能抑制AI PC渗透的提速,但也意味着公司在利润率更高的服务器端进行产能与资源的优先配置。对客户端业务而言,季节性促销与新品发布节奏叠加换机需求回暖,带来量的稳定,同时通过SKU结构与平台级AI特性优化支撑单价与毛利的稳定性。若后续AI PC体验与生态应用更快落地,而服务器端供需继续偏紧,客户端与数据中心之间的资源分配将成为影响季度毛利率波动的关键变量,公司对产品结构与渠道策略的拿捏将直接影响利润质量。</p>\n<p><h4><b>代工业务与18A:资本开支驱动下的良率与客户获取</b></h4>\n英特尔在2026年资本开支计划中把约30%投入到欧洲制造能力提升,爱尔兰扩产项目以“更快、更低成本”的方式强化现有工厂的先进工艺产能,这有助于缩短新制程爬坡周期。伴随新一代光刻设备进入生产应用阶段及18A节点迭代(包括性能与能效优化版本)推进,良率改善叠加大客户定制化流片的曝光,显示代工业务的订单获取与技术路径正在正向循环。本季度观察重点在于:高端客户的签约与小批量验证转量产的节奏、18A良率与交付稳定性对成本结构的改善,以及代工收入规模化对公司综合毛利率的边际影响。一旦代工业务在规模与客户结构上继续改善,制造利用率的提升将对整体利润率构成支撑,同时也可能带来资本开支与折旧前置对短期利润表的扰动,投资者需要在成长与盈利波动之间做出动态权衡。\n<h2><b>分析师观点</b></h2>\n从2026年01月01日至2026年07月16日的机构动态看,看多观点占优。汇丰将英特尔目标价上调至200.00美元并维持“买入”,认为先进工艺爬坡与AI相关产品周期将推动公司进入收入与利润率的双向修复;KeyBanc将目标价上调至155.00美元并维持“跑赢大盘”,强调高端设备导入与至强6的放量对数据中心业务的提振;Stifel将目标价上调至120.00美元,New Street Research上调至122.00美元,均指向产品与产能周期带来的业绩改善;TD Cowen将目标价调整至115.00美元并维持“持有”,对节奏持中性态度。与之相对,Rosenblatt维持“卖出”,目标价65.00美元,关注竞争与资本效率压力。综合口径统计,买入/上调一侧显著多于卖出/下调一侧,看多观点约占80.00%,看空约占20.00%。 \n多家机构的核心论点集中在三点:一是本季度营收预计同比增长20.95%,主要由数据中心与AI相关产品拉动,若服务器端价格与出货维持高位,收入弹性有望延续;二是先进制程与高端光刻设备的导入提升制程竞争力,叠加欧洲扩产巩固交付能力,代工业务接单能力与规模化前景改善;三是客户端业务在结构上更注重利润率与现金流的稳态贡献,短期因资源优先向服务器倾斜导致AI PC渗透推进较为温和,但对集团利润质量更为有利。需要关注的分歧在于资本开支与折旧对短期利润率的扰动、先进节点良率爬坡速度以及竞争格局下的价格策略,这些变量将决定盈利质量与估值的持续性。整体而言,机构多方观点占比更高,关注点集中于数据中心与代工的量价共振与制程推进对中短期业绩的带动。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1170055680","content_text":"摘要\n英特尔将在2026年07月23日美股盘后发布财报,市场普遍预期本季度营收较上年同期显著提升,关注数据中心与代工业务的推进节奏与盈利质量。\n市场预测\n市场一致预期显示,英特尔本季度营收预计为144.13亿美元,同比增长20.95%;由于公开一致预期未提供可比口径的毛利率、净利润或净利率、调整后每股收益同比数据,相关预测数值不予展示。 \n主营业务亮点在于客户端计算组作为稳定现金流来源,叠加AI PC产品组合迭代,有望保持量价相对韧性;发展前景最大的现有业务集中在数据中心与人工智能板块,上季度该业务实现营收50.52亿美元,同比增速强劲,成为公司增长引擎。\n上季度回顾\n英特尔上季度实现营收135.77亿美元,同比增长7.18%;毛利率39.38%;归属于母公司股东的净利润为-37.28亿美元,净利率-27.46%;调整后每股收益0.29美元,同比增长123.08%。 \n分业务看,数据中心与人工智能实现营收50.52亿美元,受AI相关需求拉动表现突出,成为结构性亮点。 \n客户端计算组营收77.27亿美元、英特尔代工服务营收54.21亿美元,整体产品结构优化与出货结构变化将持续影响盈利质量与现金流。\n本季度展望\n数据中心与AI:CPU定价权回归与产能扩张推动弹性释放\n多家机构近期判断,公司数据中心与AI相关需求延续高景气,CPU出现“产能偏紧、结构性涨价”的信号,这与英特尔在高端服务器产品序列的交付节奏相匹配。公司宣布追加约57.10亿美元用于扩建爱尔兰园区,并明确该项目与至强(Xeon)6及下一代至强处理器生产能力挂钩,同时服务于代工客户交付能力的提升,折射出对未来出货的确定性投入。随着高数值孔径EUV设备的导入以及18A工艺在部分产品上的应用落地,先进制程良率改善与产品性能代际升级有望带动混合单价与利润率改善。若本季度AI相关服务器出货持续爬坡,数据中心与AI业务对营收与毛利率的拉动将更加直接,叠加供给紧平衡带来的定价改善,利润弹性值得关注。\n客户端业务与AI PC:产品节奏优化与结构权衡\n近期渠道层面出现“新装机中旧款CPU占比提升、最新制程更多向服务器端倾斜”的迹象,短期可能抑制AI PC渗透的提速,但也意味着公司在利润率更高的服务器端进行产能与资源的优先配置。对客户端业务而言,季节性促销与新品发布节奏叠加换机需求回暖,带来量的稳定,同时通过SKU结构与平台级AI特性优化支撑单价与毛利的稳定性。若后续AI PC体验与生态应用更快落地,而服务器端供需继续偏紧,客户端与数据中心之间的资源分配将成为影响季度毛利率波动的关键变量,公司对产品结构与渠道策略的拿捏将直接影响利润质量。\n代工业务与18A:资本开支驱动下的良率与客户获取\n英特尔在2026年资本开支计划中把约30%投入到欧洲制造能力提升,爱尔兰扩产项目以“更快、更低成本”的方式强化现有工厂的先进工艺产能,这有助于缩短新制程爬坡周期。伴随新一代光刻设备进入生产应用阶段及18A节点迭代(包括性能与能效优化版本)推进,良率改善叠加大客户定制化流片的曝光,显示代工业务的订单获取与技术路径正在正向循环。本季度观察重点在于:高端客户的签约与小批量验证转量产的节奏、18A良率与交付稳定性对成本结构的改善,以及代工收入规模化对公司综合毛利率的边际影响。一旦代工业务在规模与客户结构上继续改善,制造利用率的提升将对整体利润率构成支撑,同时也可能带来资本开支与折旧前置对短期利润表的扰动,投资者需要在成长与盈利波动之间做出动态权衡。\n分析师观点\n从2026年01月01日至2026年07月16日的机构动态看,看多观点占优。汇丰将英特尔目标价上调至200.00美元并维持“买入”,认为先进工艺爬坡与AI相关产品周期将推动公司进入收入与利润率的双向修复;KeyBanc将目标价上调至155.00美元并维持“跑赢大盘”,强调高端设备导入与至强6的放量对数据中心业务的提振;Stifel将目标价上调至120.00美元,New Street Research上调至122.00美元,均指向产品与产能周期带来的业绩改善;TD Cowen将目标价调整至115.00美元并维持“持有”,对节奏持中性态度。与之相对,Rosenblatt维持“卖出”,目标价65.00美元,关注竞争与资本效率压力。综合口径统计,买入/上调一侧显著多于卖出/下调一侧,看多观点约占80.00%,看空约占20.00%。 \n多家机构的核心论点集中在三点:一是本季度营收预计同比增长20.95%,主要由数据中心与AI相关产品拉动,若服务器端价格与出货维持高位,收入弹性有望延续;二是先进制程与高端光刻设备的导入提升制程竞争力,叠加欧洲扩产巩固交付能力,代工业务接单能力与规模化前景改善;三是客户端业务在结构上更注重利润率与现金流的稳态贡献,短期因资源优先向服务器倾斜导致AI PC渗透推进较为温和,但对集团利润质量更为有利。需要关注的分歧在于资本开支与折旧对短期利润率的扰动、先进节点良率爬坡速度以及竞争格局下的价格策略,这些变量将决定盈利质量与估值的持续性。整体而言,机构多方观点占比更高,关注点集中于数据中心与代工的量价共振与制程推进对中短期业绩的带动。","news_type":1,"symbols_score_info":{"INTC":1}},"isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":586117893485536,"gmtCreate":1784126624613,"gmtModify":1784126626465,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563140991934227","authorIdStr":"3563140991934227"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 过去一年涨5x了, 还不过瘾,就贪了","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 过去一年涨5x了, 还不过瘾,就贪了","text":"$英特尔(INTC)$ 过去一年涨5x了, 还不过瘾,就贪了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/586117893485536","isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":586106690273856,"gmtCreate":1784123965008,"gmtModify":1784132244963,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563140991934227","authorIdStr":"3563140991934227"},"themes":[],"title":"","htmlText":"卧槽, amd, 英伟达, 台积电, 特斯拉,google,三星,... 和谁没搞过。 把老古董产品线拿出来充数, 你认为为啥? ","listText":"卧槽, amd, 英伟达, 台积电, 特斯拉,google,三星,... 和谁没搞过。 把老古董产品线拿出来充数, 你认为为啥? ","text":"卧槽, amd, 英伟达, 台积电, 特斯拉,google,三星,... 和谁没搞过。 把老古董产品线拿出来充数, 你认为为啥?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/586106690273856","repostId":"2651650084","repostType":2,"repost":{"id":"2651650084","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点,打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经,将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1784120407,"share":"https://www.laohu8.com/m/news/2651650084?lang=zh_CN&edition=full","pubTime":"2026-07-15 21:00","market":"fut","language":"zh","title":"英特尔已与多家科技巨头达成合作,盘前股价上涨2.64% KeyBanc将其目标价提升至155美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2651650084","media":"金吾财讯","summary":"金吾财讯 | 英特尔 周三盘前股价上涨2.64%。数据显示,英特尔 18A 工艺良率从上季度 65% 攀升至 85%,该水平仅次于台积电 N2 工艺 90% 的良率,大幅领先三星 SF2 工艺 50% 至 60% 的良率。制程迭代方面,英特尔 18A 工艺已实现量产,18A-P 工艺处于风险生产阶段,14A 工艺预计 2028 年开启风险生产、2029 年正式量产。金融机构KeyBanc将其目标股价从110美元提升至155美元。","content":"<html><body><p>金吾财讯 | <a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTC)周三盘前股价上涨2.64%。</p><p>据悉,当前<a href=\"https://laohu8.com/S/TSM\">台积电</a>高端制程产能紧缺,无法满足全部客户订单需求,英特尔凭借制程良率的显著提升成为市场重要替代选择。数据显示,英特尔 18A 工艺良率从上季度 65% 攀升至 85%,该水平仅次于台积电 N2 工艺 90% 的良率,大幅领先<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a> SF2 工艺 50% 至 60% 的良率。英特尔正持续推进产能爬坡,年内将推出 Panther Lake、Wildcat Lake 系列新款处理器,同时扩容 Intel 4、Intel 3 数据中心制程产能,市场预计 AI 需求将推动其 CPU 业务本年度增长 25%–30%、明年增长 50%。</p><p>制程迭代方面,英特尔 18A 工艺已实现量产,18A-P 工艺处于风险生产阶段,14A 工艺预计 2028 年开启风险生产、2029 年正式量产。封装技术层面,英特尔 EMIB-T 芯片良率从三个月前的 90% 提升至 98%,良率水平已对标台积电 CoWoS 封装技术,目前<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a> AWS 的多款芯片产品均已采用英特尔 EMIB 封装工艺,依托制程与封装技术的双重突破,英特尔逐步具备了与台积电高端半导体业务竞争的实力。</p><p><a href=\"https://laohu8.com/S/FISI\">金融机构</a>KeyBanc将其目标股价从110美元提升至155美元。</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>英特尔已与多家科技巨头达成合作,盘前股价上涨2.64% KeyBanc将其目标价提升至155美元</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; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英特尔已与多家科技巨头达成合作,盘前股价上涨2.64% KeyBanc将其目标价提升至155美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2026-07-15 21:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | <a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTC)周三盘前股价上涨2.64%。</p><p>据悉,当前<a href=\"https://laohu8.com/S/TSM\">台积电</a>高端制程产能紧缺,无法满足全部客户订单需求,英特尔凭借制程良率的显著提升成为市场重要替代选择。数据显示,英特尔 18A 工艺良率从上季度 65% 攀升至 85%,该水平仅次于台积电 N2 工艺 90% 的良率,大幅领先<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a> SF2 工艺 50% 至 60% 的良率。英特尔正持续推进产能爬坡,年内将推出 Panther Lake、Wildcat Lake 系列新款处理器,同时扩容 Intel 4、Intel 3 数据中心制程产能,市场预计 AI 需求将推动其 CPU 业务本年度增长 25%–30%、明年增长 50%。</p><p>制程迭代方面,英特尔 18A 工艺已实现量产,18A-P 工艺处于风险生产阶段,14A 工艺预计 2028 年开启风险生产、2029 年正式量产。封装技术层面,英特尔 EMIB-T 芯片良率从三个月前的 90% 提升至 98%,良率水平已对标台积电 CoWoS 封装技术,目前<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a> AWS 的多款芯片产品均已采用英特尔 EMIB 封装工艺,依托制程与封装技术的双重突破,英特尔逐步具备了与台积电高端半导体业务竞争的实力。</p><p><a href=\"https://laohu8.com/S/FISI\">金融机构</a>KeyBanc将其目标股价从110美元提升至155美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/M2NjYTVjM2E3MDRjYTFiZmZmYzMyZjE2M2IwN2QyMTcwMjk2NTYxMTQ=.png","relate_stocks":{"AIQ":"Global X Artificial Intelligence & Technology ETF","HK0000304797.USD":"PICTET 战略收益基金 P类 美元","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","INTC":"英特尔","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4527":"明星科技股","BK4575":"芯片概念","LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) ACC","BK4543":"AI","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","BK4554":"元宇宙及AR概念","XNTK":"SPDR NYSE Technology ETF","BK4534":"瑞士信贷持仓","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","BK4535":"淡马锡持仓","LU0149725797.USD":"汇丰美国股市经济规模基金","LINT":"Direxion Daily INTC Bull 2X ETF","TTEQ":"T. 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ACC"},"source_url":"302603","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2651650084","content_text":"金吾财讯 | 英特尔(INTC)周三盘前股价上涨2.64%。据悉,当前台积电高端制程产能紧缺,无法满足全部客户订单需求,英特尔凭借制程良率的显著提升成为市场重要替代选择。数据显示,英特尔 18A 工艺良率从上季度 65% 攀升至 85%,该水平仅次于台积电 N2 工艺 90% 的良率,大幅领先三星 SF2 工艺 50% 至 60% 的良率。英特尔正持续推进产能爬坡,年内将推出 Panther Lake、Wildcat Lake 系列新款处理器,同时扩容 Intel 4、Intel 3 数据中心制程产能,市场预计 AI 需求将推动其 CPU 业务本年度增长 25%–30%、明年增长 50%。制程迭代方面,英特尔 18A 工艺已实现量产,18A-P 工艺处于风险生产阶段,14A 工艺预计 2028 年开启风险生产、2029 年正式量产。封装技术层面,英特尔 EMIB-T 芯片良率从三个月前的 90% 提升至 98%,良率水平已对标台积电 CoWoS 封装技术,目前英伟达、谷歌、亚马逊 AWS 的多款芯片产品均已采用英特尔 EMIB 封装工艺,依托制程与封装技术的双重突破,英特尔逐步具备了与台积电高端半导体业务竞争的实力。金融机构KeyBanc将其目标股价从110美元提升至155美元。","news_type":1,"symbols_score_info":{"FTXL":0.6,"CHPS":0.6,"QQQA":0.6,"XNTK":0.6,"SOXX":0.6,"AIQ":0.6,"TTEQ":0.6,"04335":1.97,"LEGR":0.6,"INTW":0.6,"LINT":0.6,"AIS":0.6,"INTC":1.97,"DRIV":0.6}},"isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":584352458630120,"gmtCreate":1783695690490,"gmtModify":1783695692460,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563140991934227","authorIdStr":"3563140991934227"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 最贵的半导体公司, 股价把2030年的都涵盖了","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 最贵的半导体公司, 股价把2030年的都涵盖了","text":"$英特尔(INTC)$ 最贵的半导体公司, 股价把2030年的都涵盖了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/584352458630120","isVote":1,"tweetType":1,"viewCount":1042,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578286759452920,"gmtCreate":1782192426329,"gmtModify":1782193296084,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563140991934227","authorIdStr":"3563140991934227"},"themes":[],"title":"","htmlText":"这人品不说了。","listText":"这人品不说了。","text":"这人品不说了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578286759452920","repostId":"2644709468","repostType":2,"repost":{"id":"2644709468","kind":"highlight","pubTimestamp":1781773757,"share":"https://www.laohu8.com/m/news/2644709468?lang=zh_CN&edition=full","pubTime":"2026-06-18 17:09","market":"hk","language":"zh","title":"小米股价创年内新低 425亿港元配售参与机构浮亏54%","url":"https://stock-news.laohu8.com/highlight/detail?id=2644709468","media":"中金财经","summary":"中国经济网北京6月18日讯 小米集团 今日收报24.580港元,跌幅3.304%。小米集团股价今日盘中最低至24.360港元,创年内新低。 小米集团港股2025年6月27日盘中创下历史最高点61.45港元,截至今日,小米集团股价累计跌幅60%。 小米集团2025年3月31日发布完成配售现有股份及根据一般授权先旧后新认购新股份的公告。 以配售价格53.25港元计算,截至今日,参与小米集团3月配售认购方亏损幅度为53.84%。","content":"<html><body><p> 中国经济网北京6月18日讯 <a href=\"https://laohu8.com/S/XIACY\">小米</a>集团(01810.HK)今日收报24.580港元,跌幅3.304%。<a href=\"https://laohu8.com/S/01810\">小米</a>集团股价今日盘中最低至24.360港元,创年内新低。\r\n\r\n <a href=\"https://laohu8.com/S/81810\">小米</a>集团港股2025年6月27日盘中创下历史最高点61.45港元,截至今日,小米集团股价累计跌幅60%。\r\n\r\n 小米集团2025年3月31日发布完成配售现有股份及根据一般授权先旧后新认购新股份的公告。董事会欣然宣布,配售事项已根据配售及认购协议的条款及条件于2025年3月27日完成,其中合共800,000,000股配售股份已按每股配售股份53.25港元的配售价由经办人基于最大努力成功配售予不少于六名承配人。经董事作出一切合理查询后所知、所悉及所信,承配人及彼等最终实益拥有人均为独立第三方。\r\n\r\n 由于完成认购事项的所有条件均已达成,公司根据配售及认购协议的条款及条件于2025年3月31日按每股认购股份53.25港元向卖方配发及发行800,000,000股认购股份。认购事项的所得款项净额(经扣除将由公司承担的卖方及本公司适当产生之所有费用、成本及开支(包括经办人之佣金、印花税、联交所交易费及证监会交易征费)以及公司就配售事项及认购事项产生的其他开支)约为425亿港元。\r\n\r\n 公司拟将认购事项的所得款项净额用于(a)加速业务扩张;(b)研发投资,以进一步提升科技实力;及©其他一般公司用途。\r\n\r\n 以配售价格53.25港元计算,截至今日,参与小米集团3月配售认购方亏损幅度为53.84%。\r\n\r\n \r\n\r\n (责任编辑:徐自立) </p></body></html>","source":"zhongjincaijing_highlight","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>小米股价创年内新低 425亿港元配售参与机构浮亏54%</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小米股价创年内新低 425亿港元配售参与机构浮亏54%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-18 17:09 北京时间 <a href=http://sc.stock.cnfol.com/gushijujiao/20260618/32283852.shtml><strong>中金财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中国经济网北京6月18日讯 小米集团(01810.HK)今日收报24.580港元,跌幅3.304%。小米集团股价今日盘中最低至24.360港元,创年内新低。\r\n\r\n 小米集团港股2025年6月27日盘中创下历史最高点61.45港元,截至今日,小米集团股价累计跌幅60%。\r\n\r\n 小米集团2025年3月31日发布完成配售现有股份及根据一般授权先旧后新认购新股份的公告。董事会欣然宣布,配售事项已...</p>\n\n<a href=\"http://sc.stock.cnfol.com/gushijujiao/20260618/32283852.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":{"81810":"小米集团-WR","LU0823397285.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\" (USD) INC","XIACY":"小米集团ADR","LU1981816686.USD":"EASTSPRING INV ASIAN MULTI FACTOR EQUITY \"A\" (USD) ACC","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","HXXD.SI":"Xiaomi HK SDR 2to1","LU0051755006.USD":"摩根大通中国A (dist)","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU1481107354.HKD":"HSBC GIF HONG KONG EQUITY \"AD\" (HKD) INC","LU0210526637.USD":"JPM CHINA \"A\" (USD) ACC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0326950275.SGD":"Schroder ISF China Opportunities A Acc SGD-H","LU0254981946.USD":"HSBC GIF BRIC MARKETS EQUITY \"AC\" (USD) ACC","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC","LU0449509016.USD":"HSBC GIF BRIC EQUITY \"AC\" (USD) 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ACC","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","LU0823426308.USD":"法巴中国股票基金"},"source_url":"http://sc.stock.cnfol.com/gushijujiao/20260618/32283852.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2644709468","content_text":"中国经济网北京6月18日讯 小米集团(01810.HK)今日收报24.580港元,跌幅3.304%。小米集团股价今日盘中最低至24.360港元,创年内新低。\r\n\r\n 小米集团港股2025年6月27日盘中创下历史最高点61.45港元,截至今日,小米集团股价累计跌幅60%。\r\n\r\n 小米集团2025年3月31日发布完成配售现有股份及根据一般授权先旧后新认购新股份的公告。董事会欣然宣布,配售事项已根据配售及认购协议的条款及条件于2025年3月27日完成,其中合共800,000,000股配售股份已按每股配售股份53.25港元的配售价由经办人基于最大努力成功配售予不少于六名承配人。经董事作出一切合理查询后所知、所悉及所信,承配人及彼等最终实益拥有人均为独立第三方。\r\n\r\n 由于完成认购事项的所有条件均已达成,公司根据配售及认购协议的条款及条件于2025年3月31日按每股认购股份53.25港元向卖方配发及发行800,000,000股认购股份。认购事项的所得款项净额(经扣除将由公司承担的卖方及本公司适当产生之所有费用、成本及开支(包括经办人之佣金、印花税、联交所交易费及证监会交易征费)以及公司就配售事项及认购事项产生的其他开支)约为425亿港元。\r\n\r\n 公司拟将认购事项的所得款项净额用于(a)加速业务扩张;(b)研发投资,以进一步提升科技实力;及©其他一般公司用途。\r\n\r\n 以配售价格53.25港元计算,截至今日,参与小米集团3月配售认购方亏损幅度为53.84%。\r\n\r\n \r\n\r\n (责任编辑:徐自立)","news_type":1,"symbols_score_info":{"81810":0.6,"XIACY":1.97,"HXXD.SI":0.6,"01810":1.97}},"isVote":1,"tweetType":1,"viewCount":641,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578286086333688,"gmtCreate":1782192265791,"gmtModify":1782193295894,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563140991934227","authorIdStr":"3563140991934227"},"themes":[],"title":"","htmlText":"回购量增大10x","listText":"回购量增大10x","text":"回购量增大10x","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578286086333688","repostId":"2645226910","repostType":2,"isVote":1,"tweetType":1,"viewCount":674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578285940547696,"gmtCreate":1782192226164,"gmtModify":1782193295879,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563140991934227","authorIdStr":"3563140991934227"},"themes":[],"title":"","htmlText":"你多回购,少逼逼","listText":"你多回购,少逼逼","text":"你多回购,少逼逼","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578285940547696","repostId":"2645226910","repostType":2,"repost":{"id":"2645226910","kind":"news","pubTimestamp":1782125042,"share":"https://www.laohu8.com/m/news/2645226910?lang=zh_CN&edition=full","pubTime":"2026-06-22 18:44","market":"sh","language":"zh","title":"雷军回应“过早”舆论争议:很多刻意攻击我的人 纯粹只为赚流量","url":"https://stock-news.laohu8.com/highlight/detail?id=2645226910","media":"快科技","summary":"快科技6月22日消息,小米集团董事长雷军近日在第三十二届北京国际图书博览会“大使会客厅特别场”上,回应此前“过早”引发的网络争议,并表示攻击他的人只是为了流量。5月15日,雷军赴武汉参加世界青年发展论坛,作为湖北人与同事到早餐店过早,路过小女孩说了一句“吃早饭还要这么多人拍照”,相关片段引发网络热议,有人质疑雷军摆拍。","content":"<html><body><p>快科技6月22日消息,小米集团董事长雷军近日在第三十二届北京国际图书博览会“大使会客厅特别场”上,回应此前“过早”引发的网络争议,并表示攻击他的人只是为了流量。</p><p>雷军表示:“这么简单的一件事,居然上了好几天热搜,自己也匪夷所思。”</p><p>他直言:“在今天这个流量的时代,可能夸你有流量,骂你也有流量,嘲讽你更有流量,这可能是当下时代,我们都要承受的代价。”</p><p>“攻击我的人可能没有立场,只是为了流量,甚至也有水军公司,要赚流量的钱。所以大家看到这些报道,笑一笑就好”。</p><p><img src=\"https://x0.ifengimg.com/res/2026/ADC11FC0AAC6FEC8DCFACD64F9FE41E6179E4898_size661_w600_h388.png\"/></p><p>5月15日,雷军赴武汉参加世界青年发展论坛,作为湖北人与同事到早餐店过早,路过小女孩说了一句“吃早饭还要这么多人拍照”,相关片段引发网络热议,有人质疑雷军摆拍。</p><p>6月21日晚,小米集团董事长特别助理、战略市场部副总经理徐洁云发文回应,称雷军工作之余拍vlog已有两年,拍vlog带相机合理,引用作家刘震云的话表示“没有真相,只有情绪和角度”,并称“我们的世界还是少点阴暗好”。</p><p><img 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n雷军回应“过早”舆论争议:很多刻意攻击我的人 纯粹只为赚流量\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-22 18:44 北京时间 <a href=https://tech.ifeng.com/c/8uAY2Q2Ferc><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技6月22日消息,小米集团董事长雷军近日在第三十二届北京国际图书博览会“大使会客厅特别场”上,回应此前“过早”引发的网络争议,并表示攻击他的人只是为了流量。雷军表示:“这么简单的一件事,居然上了好几天热搜,自己也匪夷所思。”他直言:“在今天这个流量的时代,可能夸你有流量,骂你也有流量,嘲讽你更有流量,这可能是当下时代,我们都要承受的代价。”“攻击我的人可能没有立场,只是为了流量,甚至也有水军...</p>\n\n<a href=\"https://tech.ifeng.com/c/8uAY2Q2Ferc\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","LU0327786744.USD":"Janus Henderson Horizon China Opportunities A2 USD","LU0345775950.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) ACC","LU2399975544.HKD":"ALLIANZ ALL CHINA EQUITY \"AT\" (HKD) ACC","LU0164872284.USD":"HSBC GIF GLOBAL EMERGING MARKETS EQUITY 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A"},"source_url":"https://tech.ifeng.com/c/8uAY2Q2Ferc","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2645226910","content_text":"快科技6月22日消息,小米集团董事长雷军近日在第三十二届北京国际图书博览会“大使会客厅特别场”上,回应此前“过早”引发的网络争议,并表示攻击他的人只是为了流量。雷军表示:“这么简单的一件事,居然上了好几天热搜,自己也匪夷所思。”他直言:“在今天这个流量的时代,可能夸你有流量,骂你也有流量,嘲讽你更有流量,这可能是当下时代,我们都要承受的代价。”“攻击我的人可能没有立场,只是为了流量,甚至也有水军公司,要赚流量的钱。所以大家看到这些报道,笑一笑就好”。5月15日,雷军赴武汉参加世界青年发展论坛,作为湖北人与同事到早餐店过早,路过小女孩说了一句“吃早饭还要这么多人拍照”,相关片段引发网络热议,有人质疑雷军摆拍。6月21日晚,小米集团董事长特别助理、战略市场部副总经理徐洁云发文回应,称雷军工作之余拍vlog已有两年,拍vlog带相机合理,引用作家刘震云的话表示“没有真相,只有情绪和角度”,并称“我们的世界还是少点阴暗好”。","news_type":1,"symbols_score_info":{"81810":0.6,"HXXD.SI":0.6,"01810":1.86,"XIACY":1.86,"MIUmain":0.6}},"isVote":1,"tweetType":1,"viewCount":590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578285385413256,"gmtCreate":1782192168836,"gmtModify":1782193296277,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3563140991934227","authorIdStr":"3563140991934227"},"themes":[],"title":"","htmlText":"老天爷,看看股价吧, 大家给你回复了","listText":"老天爷,看看股价吧, 大家给你回复了","text":"老天爷,看看股价吧, 大家给你回复了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578285385413256","repostId":"2645004954","repostType":2,"repost":{"id":"2645004954","kind":"news","pubTimestamp":1782180230,"share":"https://www.laohu8.com/m/news/2645004954?lang=zh_CN&edition=full","pubTime":"2026-06-23 10:03","market":"sh","language":"zh","title":"雷军:小米在三电技术上进步非常快 是不是可以媲美国际标杆","url":"https://stock-news.laohu8.com/highlight/detail?id=2645004954","media":"快科技","summary":"快科技6月23日消息,今日,小米集团创始人雷军发文表示:“这两年,我们在三电技术上投入很大,进步也非常快。是不是可以媲美国际标杆?”这条动态还配了新一代SU7 Pro的宣传海报,直观展现小米现阶段的续航技术成果。早在今年3月,雷军就曾晒出过专业媒体实测成绩佐证技术实力。同时车辆配备CTB一体化电池技术,在拉长续航的同时,兼顾充电效率与车身安全,全方位展现小米三电自研技术的成熟度。","content":"<html><body><p>快科技6月23日消息,今日,<a href=\"https://laohu8.com/S/XIACY\">小米</a>集团创始人雷军发文表示:“这两年,我们在三电技术上投入很大,进步也非常快。</p><p>是不是可以媲美国际标杆?”这条动态还配了新一代SU7 Pro的宣传海报,直观展现<a href=\"https://laohu8.com/S/01810\">小米</a>现阶段的续航技术成果。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>新一代SU7 Pro搭载96.3kWh电池包,CLTC工况续航可达902公里,初代SU7 Pro搭载94.3kWh电池组,CLTC续航里程可达830km。</p><p>早在今年3月,雷军就曾晒出过专业媒体实测成绩佐证技术实力。在懂车帝高速续航测试中,新一代SU7 Pro以120km/h匀速跑出533km实际续航,达成率59%。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>是该测试栏目里唯一高速实测续航突破500km的车型,大幅领先<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> Model 3 长续航版 445km 的实测成绩。</p><p>续航提升并非单纯依靠加大电池容量,新车全系标配碳化硅高压平台,搭载转速突破22000rpm的V6s Plus超级电机,通过电机、电控、电池一体化调校拉高电驱综合效率。</p><p>同时车辆配备CTB一体化电池技术,在拉长续航的同时,兼顾充电效率与车身安全,全方位展现小米三电自研技术的成熟度。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p></body></html>","source":"ifeng_tech","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>雷军:小米在三电技术上进步非常快 是不是可以媲美国际标杆</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雷军:小米在三电技术上进步非常快 是不是可以媲美国际标杆\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-23 10:03 北京时间 <a href=https://tech.ifeng.com/c/8uBawc0PjYO><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技6月23日消息,今日,小米集团创始人雷军发文表示:“这两年,我们在三电技术上投入很大,进步也非常快。是不是可以媲美国际标杆?”这条动态还配了新一代SU7 Pro的宣传海报,直观展现小米现阶段的续航技术成果。新一代SU7 Pro搭载96.3kWh电池包,CLTC工况续航可达902公里,初代SU7 Pro搭载94.3kWh电池组,CLTC续航里程可达830km。早在今年3月,雷军就曾晒出过专业...</p>\n\n<a href=\"https://tech.ifeng.com/c/8uBawc0PjYO\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"81810":"小米集团-WR","LU0235996351.USD":"UBS (LUX) KEY SELECTION SICAV - ASIAN EQUITY (USD) \"P\" (USD) ACC","LU0499858602.USD":"NINETY ONE GSF ASIA PACIFIC EQUITY OPPORTUNITIES \"A\" (USD) ACC","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","LU1956131251.USD":"BNP PARIBAS SUSTAINABLE ASIA EX-JAPAN EQUITY \"C\"MD (USD) INC","LU0244354667.USD":"SCHRODER ISF CHINA OPPORTUNITIES \"A\" ACC","BK1502":"双十一","LU1251922891.USD":"NINETY ONE GSF ALL CHINA EQUITY \"A\" (USD) ACC","LU0594300419.USD":"富达中国消费基金A","LU1770036033.HKD":"NINETY ONE GSF ASIAN EQUITY \"A\" (HKD) ACC","LU0650527681.SGD":"Fidelity China Consumer A-SGD","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY 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