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Fred_6810
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Fred_6810
Fred_6810
·
04-16
英特尔股价大涨[微笑] :AI基建激进,他这比AI基建还激进,成功固然一本万利,但失败的可能性并不小,要是真的那么容易成功,Intel的芯片厂也不会被制程困住那么久。
特斯拉A15芯片成功流片!马斯克高呼:未来将成为全球产量最高AI芯片之一
马斯克还感谢了合作伙伴$台积电$和$三星$在芯片量产过程中的支持,并称“AI5芯片未来将成为全球产量最高的AI芯片之一”。据悉,AI5是特斯拉的第五代AI芯片,主要面向地面应用。马斯克此前曾表示,AI5芯片计划于2027年进入大规模生产阶段,旨在取代特斯拉汽车中目前使用的AI4芯片。A15芯片如今成功流片,意味着该芯片朝着大规模量产迈出了坚实的一步。马斯克在上月曾表示,可能在12月份完成AI6芯片的流片。
特斯拉A15芯片成功流片!马斯克高呼:未来将成为全球产量最高AI芯片之一
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Fred_6810
Fred_6810
·
04-16
$英特尔(INTC)$
直接上72, 干掉amd得了。
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Fred_6810
Fred_6810
·
04-14
半导体行top20,唯一利润为负,但市值3000亿刀,唯一!。 也是英特尔历史上最高价格, 但利润,市场份额,行业地位和历史最高点,不在一个水平上了。[难过] [难过] [难过] 看不懂
9连涨!英特尔创纪录,CPU“涨价”与马斯克“期权”双重加持
英特尔股价九连涨创历史纪录,58天累涨58%,服务器CPU提价10%、马斯克Terafab合作、14A制程节点等多重利好接踵而至。然而,瑞银分析师警告,当前估值已对应2030年乐观预期约20倍,"上行空间相当有限",长期盈利能力仍存疑虑。
9连涨!英特尔创纪录,CPU“涨价”与马斯克“期权”双重加持
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Fred_6810
Fred_6810
·
04-14
每天3亿回购, 不能停, 连续2周
小米集团-W:4月13日回购810万股,耗资约2.48亿港元
2026年4月13日,小米集团-W公告了翌日披露报表,披露两项股份变动情况。发行完成后,B类普通股由21,460,272,698股增至21,460,544,698股。此外,公司当日于香港联交所场内回购8,100,000股B类普通股,占已发行股本约0.031%,每股回购价介乎30.54港元至30.76港元,总耗资248,371,044港元。公司于公告中确认,相关股份发行及回购事宜均已遵守香港联交所证券上市规则及相关法律法规,本公告由公司首席财务官林世伟签署。
小米集团-W:4月13日回购810万股,耗资约2.48亿港元
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Fred_6810
Fred_6810
·
04-13
$英特尔(INTC)$
只能说疯了[捂脸]
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Fred_6810
Fred_6810
·
04-13
市值千亿的半导体没有亏损的。 即使业绩达标,也还是最贵的半导体公啊!
从低谷翻红!英特尔连涨八日狂增千亿市值,分析师谨慎乐观
英特尔股价连续8个交易日飙升,市值增加了逾1000亿美元,使其成为标普500指数中最热门的股票之一。不过,华尔街分析师仍对该股持谨慎乐观的看法。目前,英特尔的预期市盈率超过90倍,创历史新高。英特尔估值倍数飙升至历史新高然而,一些分析师表示,投资者需要从更长远的角度来看待该公司。
从低谷翻红!英特尔连涨八日狂增千亿市值,分析师谨慎乐观
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Fred_6810
Fred_6810
·
04-13
看看股价,这和言论完全不符
爱芯元智仇肖莘:国产智驾芯片未来三年市占率将达90%,智能驾驶也将普及
新浪科技讯 4月11日下午消息,在智能电动汽车发展高层论坛2026期间,爱芯元智创始人、董事长仇肖莘与媒体对话。 关于L3、L4智能驾驶,他也表示:“我觉得在三年之内应该会看到智能驾驶比较普及,因为现在智能驾驶的体验已经做得非常好了。但是不是能达到真正无人驾驶的程度,可能还需要几年不断地再优化和演进一下,我觉得目标是可实现的,并不是像原来那么遥远。”
爱芯元智仇肖莘:国产智驾芯片未来三年市占率将达90%,智能驾驶也将普及
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Fred_6810
Fred_6810
·
04-13
接着打,彻底消灭神棍政权
美军:将封锁霍尔木兹海峡,以总理:与伊朗的停火可能很快结束
4月13日,以色列12频道电视台13日报道,以总理内塔尼亚胡说,与伊朗的停火可能很快结束。(新华社)
美军:将封锁霍尔木兹海峡,以总理:与伊朗的停火可能很快结束
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Fred_6810
Fred_6810
·
04-13
$爱芯元智(00600)$
这么烂, 就是来圈钱的
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Fred_6810
Fred_6810
·
04-10
没有业绩, 只有消息
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19:19","market":"us","language":"zh","title":"特斯拉A15芯片成功流片!马斯克高呼:未来将成为全球产量最高AI芯片之一","url":"https://stock-news.laohu8.com/highlight/detail?id=2627285266","media":"智通财经","summary":"马斯克还感谢了合作伙伴$台积电$和$三星$在芯片量产过程中的支持,并称“AI5芯片未来将成为全球产量最高的AI芯片之一”。据悉,AI5是特斯拉的第五代AI芯片,主要面向地面应用。马斯克此前曾表示,AI5芯片计划于2027年进入大规模生产阶段,旨在取代特斯拉汽车中目前使用的AI4芯片。A15芯片如今成功流片,意味着该芯片朝着大规模量产迈出了坚实的一步。马斯克在上月曾表示,可能在12月份完成AI6芯片的流片。","content":"<html><head></head><body><p><strong><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>首席执行官埃隆·马斯克宣布,特斯拉AI芯片设计团队已成功完成AI5芯片的流片。这标志着该芯片迈向制造阶段的重要里程碑。</strong>马斯克在社交平台上发文称:“祝贺特斯拉AI芯片设计团队完成A15芯片流片!AI6、Dojo3以及其他令人兴奋的芯片也在研发中。”马斯克还感谢了合作伙伴<a href=\"https://laohu8.com/S/TSM\">台积电</a>和<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>在芯片量产过程中的支持,并称“AI5芯片未来将成为全球产量最高的AI芯片之一”。</p><p>据悉,AI5是特斯拉的第五代AI芯片,主要面向地面应用。其性能目标直指行业领先水平,在单芯片配置下性能可与<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>Hopper架构相当,双芯片配置则能媲美英伟达Blackwell架构,同时拥有更低的成本和功耗。这款芯片将搭载于特斯拉全系车型、未来的无人驾驶出租车(Cybercab)以及擎天柱(Optimus)人形机器人中,是特斯拉地面算力布局的核心。</p><p>马斯克此前曾表示,AI5芯片计划于2027年进入大规模生产阶段,旨在取代特斯拉汽车中目前使用的AI4芯片。流片是芯片量产前的关键环节,检测设计的芯片是否可用,进而为后续的大规模量产做准备。A15芯片如今成功流片,意味着该芯片朝着大规模量产迈出了坚实的一步。</p><p>值得一提的是,紧随A15芯片之后的A16芯片目前正处于研发阶段。马斯克在上月曾表示,可能在12月份完成AI6芯片的流片。A15芯片与A16芯片之间的迭代周期仅为9个月,行业常规芯片迭代通常需18个月以上。特斯拉凭借其自研芯片、自动驾驶算法与整车制造的闭环生态,可实现参数快速调试、场景即时反馈,进而将研发周期大幅压缩至9个月。</p><p>特斯拉AI5与AI6芯片——将成为数百万辆无人驾驶出租车与擎天柱人形机器人的统一“大脑”、以及Dojo 3芯片——专为严苛却又极具发展潜力的太空环境量身打造——是特斯拉在3月底正式启动的Terafab超级芯片工厂项目的重要“成员”。Terafab项目预计将实现每年超过1太瓦(1TW)的算力产出,这相当于当前全球AI芯片年总算力产出的约50倍。马斯克曾表示,这将是迄今为止历史上最宏大的芯片制造项目。</p><p>早在2025年股东大会上,马斯克就首次明确“Terafab”芯片工厂构想,直言现有供应商产能无法满足未来需求,自建工厂势在必行。此后,他在财报电话会、社交平台多次重申计划,强调造芯对核心业务的决定性意义。</p><p>马斯克表示,为支撑特斯拉完全自动驾驶(FSD)软件的持续迭代以及擎天柱机器人的大规模部署,特斯拉对芯片的需求每年将达到1000亿至2000亿颗,即便是全球晶圆代工厂按照最乐观的预测进行扩产,其产能也无法满足特斯拉未来对AI芯片的爆炸性需求,因此自建一座大型晶圆厂“势在必行”。</p><p>马斯克称:“我们非常感谢现有的供应链,感谢三星、台积电等公司,希望他们能够尽快扩大规模,我们将购买他们所有的芯片。 我已经跟他们说过这些话了,他们能接受的扩张速度是有上限的,但这个速度远低于我们的预期,所以我们要建造Terafab。”</p><p>据测算,Terafab项目投产后,特斯拉的芯片综合成本可降低50%至70%,算力电力成本仅为地面光伏的1/3至1/5,产品迭代速度将提升2至3倍,这将极大地增强特斯拉及其关联公司的成本优势和技术领先地位。</p><p>然而,跨界进入半导体生产领域也意味着特斯拉将面临高投入、高风险的双重挑战。尽管特斯拉拥有超过400亿美元的现金储备,但面对Terafab项目高达<a href=\"https://laohu8.com/S/SBAY\">数百亿</a>美元的潜在总成本,其资金压力依然巨大。此外,特斯拉作为一家汽车制造商,毫无半导体制造经验,从零开始建造一座采用2纳米制程的晶圆厂,面临着设备采购、人才短缺和良率控制等多重难题。因此,这一宏伟计划将令特斯拉面临着巨大的财务和技术挑战。</p><p>目前,Terafab项目官网已正式上线,并开放了特斯拉、SpaceX、xAI三大体系的相关岗位招聘,显示出项目已进入实质推进阶段。行业分析认为,Terafab不仅是特斯拉垂直整合产业链的关键一步,更是对全球算力格局和芯片产业的一次重大探索。</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>特斯拉A15芯片成功流片!马斯克高呼:未来将成为全球产量最高AI芯片之一</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特斯拉A15芯片成功流片!马斯克高呼:未来将成为全球产量最高AI芯片之一\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-15 19:19 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1428907.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉首席执行官埃隆·马斯克宣布,特斯拉AI芯片设计团队已成功完成AI5芯片的流片。这标志着该芯片迈向制造阶段的重要里程碑。马斯克在社交平台上发文称:“祝贺特斯拉AI芯片设计团队完成A15芯片流片!AI6、Dojo3以及其他令人兴奋的芯片也在研发中。”马斯克还感谢了合作伙伴台积电和三星在芯片量产过程中的支持,并称“AI5芯片未来将成为全球产量最高的AI芯片之一”。据悉,AI5是特斯拉的第五代AI...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1428907.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/9749762c5ee11a52030b4c66a89c8026","relate_stocks":{"LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","BK4604":"机器人概念","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0082616367.USD":"摩根大通美国科技A(dist)","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","TSLA":"特斯拉","BK4527":"明星科技股","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","TSDD":"2倍做空TSLA ETF-GraniteShares","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","TSYY":"收益增强TSLA ETF-GraniteShares","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0348723411.USD":"ALLIANZ 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ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1428907.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2627285266","content_text":"特斯拉首席执行官埃隆·马斯克宣布,特斯拉AI芯片设计团队已成功完成AI5芯片的流片。这标志着该芯片迈向制造阶段的重要里程碑。马斯克在社交平台上发文称:“祝贺特斯拉AI芯片设计团队完成A15芯片流片!AI6、Dojo3以及其他令人兴奋的芯片也在研发中。”马斯克还感谢了合作伙伴台积电和三星在芯片量产过程中的支持,并称“AI5芯片未来将成为全球产量最高的AI芯片之一”。据悉,AI5是特斯拉的第五代AI芯片,主要面向地面应用。其性能目标直指行业领先水平,在单芯片配置下性能可与英伟达Hopper架构相当,双芯片配置则能媲美英伟达Blackwell架构,同时拥有更低的成本和功耗。这款芯片将搭载于特斯拉全系车型、未来的无人驾驶出租车(Cybercab)以及擎天柱(Optimus)人形机器人中,是特斯拉地面算力布局的核心。马斯克此前曾表示,AI5芯片计划于2027年进入大规模生产阶段,旨在取代特斯拉汽车中目前使用的AI4芯片。流片是芯片量产前的关键环节,检测设计的芯片是否可用,进而为后续的大规模量产做准备。A15芯片如今成功流片,意味着该芯片朝着大规模量产迈出了坚实的一步。值得一提的是,紧随A15芯片之后的A16芯片目前正处于研发阶段。马斯克在上月曾表示,可能在12月份完成AI6芯片的流片。A15芯片与A16芯片之间的迭代周期仅为9个月,行业常规芯片迭代通常需18个月以上。特斯拉凭借其自研芯片、自动驾驶算法与整车制造的闭环生态,可实现参数快速调试、场景即时反馈,进而将研发周期大幅压缩至9个月。特斯拉AI5与AI6芯片——将成为数百万辆无人驾驶出租车与擎天柱人形机器人的统一“大脑”、以及Dojo 3芯片——专为严苛却又极具发展潜力的太空环境量身打造——是特斯拉在3月底正式启动的Terafab超级芯片工厂项目的重要“成员”。Terafab项目预计将实现每年超过1太瓦(1TW)的算力产出,这相当于当前全球AI芯片年总算力产出的约50倍。马斯克曾表示,这将是迄今为止历史上最宏大的芯片制造项目。早在2025年股东大会上,马斯克就首次明确“Terafab”芯片工厂构想,直言现有供应商产能无法满足未来需求,自建工厂势在必行。此后,他在财报电话会、社交平台多次重申计划,强调造芯对核心业务的决定性意义。马斯克表示,为支撑特斯拉完全自动驾驶(FSD)软件的持续迭代以及擎天柱机器人的大规模部署,特斯拉对芯片的需求每年将达到1000亿至2000亿颗,即便是全球晶圆代工厂按照最乐观的预测进行扩产,其产能也无法满足特斯拉未来对AI芯片的爆炸性需求,因此自建一座大型晶圆厂“势在必行”。马斯克称:“我们非常感谢现有的供应链,感谢三星、台积电等公司,希望他们能够尽快扩大规模,我们将购买他们所有的芯片。 我已经跟他们说过这些话了,他们能接受的扩张速度是有上限的,但这个速度远低于我们的预期,所以我们要建造Terafab。”据测算,Terafab项目投产后,特斯拉的芯片综合成本可降低50%至70%,算力电力成本仅为地面光伏的1/3至1/5,产品迭代速度将提升2至3倍,这将极大地增强特斯拉及其关联公司的成本优势和技术领先地位。然而,跨界进入半导体生产领域也意味着特斯拉将面临高投入、高风险的双重挑战。尽管特斯拉拥有超过400亿美元的现金储备,但面对Terafab项目高达数百亿美元的潜在总成本,其资金压力依然巨大。此外,特斯拉作为一家汽车制造商,毫无半导体制造经验,从零开始建造一座采用2纳米制程的晶圆厂,面临着设备采购、人才短缺和良率控制等多重难题。因此,这一宏伟计划将令特斯拉面临着巨大的财务和技术挑战。目前,Terafab项目官网已正式上线,并开放了特斯拉、SpaceX、xAI三大体系的相关岗位招聘,显示出项目已进入实质推进阶段。行业分析认为,Terafab不仅是特斯拉垂直整合产业链的关键一步,更是对全球算力格局和芯片产业的一次重大探索。","news_type":1,"symbols_score_info":{"TSLR":0.6,"GOOG":0.6,"CRSH":0.6,"MSFT":0.6,"07766":0.6,"AMZN":0.6,"TSL":0.6,"TSLW":0.6,"AAPL":0.6,"TLA":0.6,"TSDD":0.6,"TSLP":0.6,"TSLO":0.6,"TSLS":0.6,"TSII":0.6,"TESL":0.6,"TSLQ":0.6,"TEST":0.6,"TSLA":1.98,"META":0.6,"NVDA":0.6,"TSLG":0.6,"TSLT":0.6,"TSLZ":0.6,"TSYY":0.6,"UFO":0.6,"TSLY":0.6,"TSLI":0.6}},"isVote":1,"tweetType":1,"viewCount":829,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":554161844410352,"gmtCreate":1776328057622,"gmtModify":1776328287394,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 直接上72, 干掉amd得了。 ","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 直接上72, 干掉amd得了。 ","text":"$英特尔(INTC)$ 直接上72, 干掉amd得了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/554161844410352","isVote":1,"tweetType":1,"viewCount":702,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553539977412960,"gmtCreate":1776176162147,"gmtModify":1776176165100,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"半导体行top20,唯一利润为负,但市值3000亿刀,唯一!。 也是英特尔历史上最高价格, 但利润,市场份额,行业地位和历史最高点,不在一个水平上了。[难过] [难过] [难过] 看不懂","listText":"半导体行top20,唯一利润为负,但市值3000亿刀,唯一!。 也是英特尔历史上最高价格, 但利润,市场份额,行业地位和历史最高点,不在一个水平上了。[难过] [难过] [难过] 看不懂","text":"半导体行top20,唯一利润为负,但市值3000亿刀,唯一!。 也是英特尔历史上最高价格, 但利润,市场份额,行业地位和历史最高点,不在一个水平上了。[难过] [难过] [难过] 看不懂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553539977412960","repostId":"2627464201","repostType":2,"repost":{"id":"2627464201","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":1776124758,"share":"https://www.laohu8.com/m/news/2627464201?lang=zh_CN&edition=full","pubTime":"2026-04-14 07:59","market":"other","language":"zh","title":"9连涨!英特尔创纪录,CPU“涨价”与马斯克“期权”双重加持","url":"https://stock-news.laohu8.com/highlight/detail?id=2627464201","media":"华尔街见闻","summary":"英特尔股价九连涨创历史纪录,58天累涨58%,服务器CPU提价10%、马斯克Terafab合作、14A制程节点等多重利好接踵而至。然而,瑞银分析师警告,当前估值已对应2030年乐观预期约20倍,\"上行空间相当有限\",长期盈利能力仍存疑虑。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/INTC\">英特尔</a>股价正经历有史以来最强劲的连涨行情,但分析师警告,估值已趋于丰厚,进一步上行空间或受限。</p><p>周一,英特尔美股股价收涨4.52%,连续第九个交易日收红,创下有史以来最佳九连涨纪录。据道琼斯市场数据,该股在此期间累计涨幅达58.29%,过去一个月涨幅约40%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e446d31096698760b246569d0a0ae6b6\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>推动此轮行情的核心驱动力,<strong>来自服务器CPU需求回暖、产品提价,以及与马斯克旗下Terafab达成的芯片制造合作协议。</strong></p><p>然而,瑞银分析师Timothy Arcuri在周一的研究报告中指出,英特尔股价目前对应2030年乐观情景共识预期约20倍,“意味着当前水平的上行空间已相当有限”。尽管如此,他仍预计该股在今年余下时间内将"偏向上行"。</p><h2 id=\"id_4277685628\">服务器CPU需求回暖,提价约10%</h2><p>Arcuri表示,在英特尔月底发布季度财报之前,他预期业绩和指引均将强劲,主要依据是个人电脑需求"具有韧性",而服务器CPU需求正"实质性走高"。</p><p>值得关注的是,英特尔已将服务器CPU价格上调约10%。Arcuri预计,需求将在今年持续攀升,尤其是企业端市场——他估计该细分市场约占英特尔服务器CPU整体营收的60%。</p><h2 id=\"id_1651037598\">马斯克Terafab合作,俄亥俄晶圆厂前景受关注</h2><p>近期,英特尔接连签署多项芯片制造协议,提振了投资者和华尔街对其晶圆代工业务前景的信心。</p><p><strong>本月早些时候,英特尔宣布与马斯克旗下Terafab建立合作伙伴关系,聚焦为<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、SpaceX及xAI制造芯片。</strong>Arcuri指出,若英特尔位于俄亥俄州的晶圆厂与该合资企业实现整合,“将进一步增强市场对代工业务前景的信心”。不过,考虑到运营搭建所需时间,这更多属于长期叙事。</p><p>此外,英特尔还宣布回购其在爱尔兰Fab 34相关合资企业中持有的49%股权。Arcuri此前曾将此举称为"向其晶圆厂融资模式重新注入运营杠杆的重要第一步"。</p><h2 id=\"id_191718287\">14A制程节点,代工业务关键催化剂待释放</h2><p>Arcuri将英特尔即将发布的14A制程节点工艺设计套件(PDK)视为"代工业务的关键催化剂"。华尔街普遍认为,14A制程对于英特尔吸引外部客户、重夺芯片制造领导地位至关重要。</p><p>不过,Arcuri在周一报告中也坦言,即便英特尔从<a href=\"https://laohu8.com/S/BAM\">Brookfield Asset Management</a>手中回购其在亚利桑那州晶圆厂半导体共同投资计划(SCIP)中的股权,他目前对英特尔的长期盈利能力仍存有疑虑。英特尔的SCIP机制允许其与外部投资者共同出资支持制造业扩张,同时保留多数控制权。</p></body></html>","collect":0,"html":"<!DOCTYPE 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{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\">\n9连涨!英特尔创纪录,CPU“涨价”与马斯克“期权”双重加持\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\">2026-04-14 07:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/INTC\">英特尔</a>股价正经历有史以来最强劲的连涨行情,但分析师警告,估值已趋于丰厚,进一步上行空间或受限。</p><p>周一,英特尔美股股价收涨4.52%,连续第九个交易日收红,创下有史以来最佳九连涨纪录。据道琼斯市场数据,该股在此期间累计涨幅达58.29%,过去一个月涨幅约40%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e446d31096698760b246569d0a0ae6b6\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p>推动此轮行情的核心驱动力,<strong>来自服务器CPU需求回暖、产品提价,以及与马斯克旗下Terafab达成的芯片制造合作协议。</strong></p><p>然而,瑞银分析师Timothy Arcuri在周一的研究报告中指出,英特尔股价目前对应2030年乐观情景共识预期约20倍,“意味着当前水平的上行空间已相当有限”。尽管如此,他仍预计该股在今年余下时间内将"偏向上行"。</p><h2 id=\"id_4277685628\">服务器CPU需求回暖,提价约10%</h2><p>Arcuri表示,在英特尔月底发布季度财报之前,他预期业绩和指引均将强劲,主要依据是个人电脑需求"具有韧性",而服务器CPU需求正"实质性走高"。</p><p>值得关注的是,英特尔已将服务器CPU价格上调约10%。Arcuri预计,需求将在今年持续攀升,尤其是企业端市场——他估计该细分市场约占英特尔服务器CPU整体营收的60%。</p><h2 id=\"id_1651037598\">马斯克Terafab合作,俄亥俄晶圆厂前景受关注</h2><p>近期,英特尔接连签署多项芯片制造协议,提振了投资者和华尔街对其晶圆代工业务前景的信心。</p><p><strong>本月早些时候,英特尔宣布与马斯克旗下Terafab建立合作伙伴关系,聚焦为<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、SpaceX及xAI制造芯片。</strong>Arcuri指出,若英特尔位于俄亥俄州的晶圆厂与该合资企业实现整合,“将进一步增强市场对代工业务前景的信心”。不过,考虑到运营搭建所需时间,这更多属于长期叙事。</p><p>此外,英特尔还宣布回购其在爱尔兰Fab 34相关合资企业中持有的49%股权。Arcuri此前曾将此举称为"向其晶圆厂融资模式重新注入运营杠杆的重要第一步"。</p><h2 id=\"id_191718287\">14A制程节点,代工业务关键催化剂待释放</h2><p>Arcuri将英特尔即将发布的14A制程节点工艺设计套件(PDK)视为"代工业务的关键催化剂"。华尔街普遍认为,14A制程对于英特尔吸引外部客户、重夺芯片制造领导地位至关重要。</p><p>不过,Arcuri在周一报告中也坦言,即便英特尔从<a href=\"https://laohu8.com/S/BAM\">Brookfield Asset Management</a>手中回购其在亚利桑那州晶圆厂半导体共同投资计划(SCIP)中的股权,他目前对英特尔的长期盈利能力仍存有疑虑。英特尔的SCIP机制允许其与外部投资者共同出资支持制造业扩张,同时保留多数控制权。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e58fcd4a67c330616cf11ed02c0ac7c5","relate_stocks":{"LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","BK4511":"特斯拉概念","BK4141":"半导体产品","BK4512":"苹果概念","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","BK4516":"特朗普概念","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","BK4515":"5G概念","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","BK4592":"伊斯兰概念","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0234570918.USD":"高盛全球核心股票组合Acc 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INC"},"source_url":"https://wallstreetcn.com/articles/3769888","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2627464201","content_text":"英特尔股价正经历有史以来最强劲的连涨行情,但分析师警告,估值已趋于丰厚,进一步上行空间或受限。周一,英特尔美股股价收涨4.52%,连续第九个交易日收红,创下有史以来最佳九连涨纪录。据道琼斯市场数据,该股在此期间累计涨幅达58.29%,过去一个月涨幅约40%。推动此轮行情的核心驱动力,来自服务器CPU需求回暖、产品提价,以及与马斯克旗下Terafab达成的芯片制造合作协议。然而,瑞银分析师Timothy Arcuri在周一的研究报告中指出,英特尔股价目前对应2030年乐观情景共识预期约20倍,“意味着当前水平的上行空间已相当有限”。尽管如此,他仍预计该股在今年余下时间内将\"偏向上行\"。服务器CPU需求回暖,提价约10%Arcuri表示,在英特尔月底发布季度财报之前,他预期业绩和指引均将强劲,主要依据是个人电脑需求\"具有韧性\",而服务器CPU需求正\"实质性走高\"。值得关注的是,英特尔已将服务器CPU价格上调约10%。Arcuri预计,需求将在今年持续攀升,尤其是企业端市场——他估计该细分市场约占英特尔服务器CPU整体营收的60%。马斯克Terafab合作,俄亥俄晶圆厂前景受关注近期,英特尔接连签署多项芯片制造协议,提振了投资者和华尔街对其晶圆代工业务前景的信心。本月早些时候,英特尔宣布与马斯克旗下Terafab建立合作伙伴关系,聚焦为特斯拉、SpaceX及xAI制造芯片。Arcuri指出,若英特尔位于俄亥俄州的晶圆厂与该合资企业实现整合,“将进一步增强市场对代工业务前景的信心”。不过,考虑到运营搭建所需时间,这更多属于长期叙事。此外,英特尔还宣布回购其在爱尔兰Fab 34相关合资企业中持有的49%股权。Arcuri此前曾将此举称为\"向其晶圆厂融资模式重新注入运营杠杆的重要第一步\"。14A制程节点,代工业务关键催化剂待释放Arcuri将英特尔即将发布的14A制程节点工艺设计套件(PDK)视为\"代工业务的关键催化剂\"。华尔街普遍认为,14A制程对于英特尔吸引外部客户、重夺芯片制造领导地位至关重要。不过,Arcuri在周一报告中也坦言,即便英特尔从Brookfield Asset Management手中回购其在亚利桑那州晶圆厂半导体共同投资计划(SCIP)中的股权,他目前对英特尔的长期盈利能力仍存有疑虑。英特尔的SCIP机制允许其与外部投资者共同出资支持制造业扩张,同时保留多数控制权。","news_type":1,"symbols_score_info":{"04335":2,"INTC":2}},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553426666180640,"gmtCreate":1776148578127,"gmtModify":1776148580817,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"每天3亿回购, 不能停, 连续2周","listText":"每天3亿回购, 不能停, 连续2周","text":"每天3亿回购, 不能停, 连续2周","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553426666180640","repostId":"1185299455","repostType":2,"repost":{"id":"1185299455","kind":"news","weMediaInfo":{"introduction":"港美股公告全覆盖","home_visible":1,"media_name":"公告速递","id":"1097772564","head_image":"https://community-static.tradeup.com/news/ed558ed0402cbe7d1ef4d150458f2b2e"},"pubTimestamp":1776075451,"share":"https://www.laohu8.com/m/news/1185299455?lang=zh_CN&edition=full","pubTime":"2026-04-13 18:17","market":"sh","language":"zh","title":"小米集团-W:4月13日回购810万股,耗资约2.48亿港元","url":"https://stock-news.laohu8.com/highlight/detail?id=1185299455","media":"公告速递","summary":"2026年4月13日,小米集团-W公告了翌日披露报表,披露两项股份变动情况。发行完成后,B类普通股由21,460,272,698股增至21,460,544,698股。此外,公司当日于香港联交所场内回购8,100,000股B类普通股,占已发行股本约0.031%,每股回购价介乎30.54港元至30.76港元,总耗资248,371,044港元。公司于公告中确认,相关股份发行及回购事宜均已遵守香港联交所证券上市规则及相关法律法规,本公告由公司首席财务官林世伟签署。","content":"<p>2026年4月13日,小米集团-W(01810)公告了翌日披露报表,披露两项股份变动情况。</p>\n<p>公司于同日因股份奖励计划向非董事参与人发行272,000股B类普通股,每股发行价为1.70港元,占发行前已发行股本(不包括库藏股)约0.001%。发行完成后,B类普通股由21,460,272,698股增至21,460,544,698股。</p>\n<p>此外,公司当日于香港联交所场内回购8,100,000股B类普通股,占已发行股本(不包括库藏股)约0.031%,每股回购价介乎30.54港元至30.76港元,总耗资248,371,044港元(约2.48亿港元)。根据公告,2025年6月5日通过的购回授权可回购2,594,916,968股,公司已累计购回329,169,200股。</p>\n<p>公司于公告中确认,相关股份发行及回购事宜均已遵守香港联交所证券上市规则及相关法律法规,本公告由公司首席财务官林世伟签署。</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>小米集团-W:4月13日回购810万股,耗资约2.48亿港元</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; }\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小米集团-W:4月13日回购810万股,耗资约2.48亿港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1097772564\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/ed558ed0402cbe7d1ef4d150458f2b2e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">公告速递 </p>\n<p class=\"h-time\">2026-04-13 18:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>2026年4月13日,小米集团-W(01810)公告了翌日披露报表,披露两项股份变动情况。</p>\n<p>公司于同日因股份奖励计划向非董事参与人发行272,000股B类普通股,每股发行价为1.70港元,占发行前已发行股本(不包括库藏股)约0.001%。发行完成后,B类普通股由21,460,272,698股增至21,460,544,698股。</p>\n<p>此外,公司当日于香港联交所场内回购8,100,000股B类普通股,占已发行股本(不包括库藏股)约0.031%,每股回购价介乎30.54港元至30.76港元,总耗资248,371,044港元(约2.48亿港元)。根据公告,2025年6月5日通过的购回授权可回购2,594,916,968股,公司已累计购回329,169,200股。</p>\n<p>公司于公告中确认,相关股份发行及回购事宜均已遵守香港联交所证券上市规则及相关法律法规,本公告由公司首席财务官林世伟签署。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01810":"小米集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185299455","content_text":"2026年4月13日,小米集团-W(01810)公告了翌日披露报表,披露两项股份变动情况。\n公司于同日因股份奖励计划向非董事参与人发行272,000股B类普通股,每股发行价为1.70港元,占发行前已发行股本(不包括库藏股)约0.001%。发行完成后,B类普通股由21,460,272,698股增至21,460,544,698股。\n此外,公司当日于香港联交所场内回购8,100,000股B类普通股,占已发行股本(不包括库藏股)约0.031%,每股回购价介乎30.54港元至30.76港元,总耗资248,371,044港元(约2.48亿港元)。根据公告,2025年6月5日通过的购回授权可回购2,594,916,968股,公司已累计购回329,169,200股。\n公司于公告中确认,相关股份发行及回购事宜均已遵守香港联交所证券上市规则及相关法律法规,本公告由公司首席财务官林世伟签署。","news_type":1,"symbols_score_info":{"01810":1}},"isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553209916768616,"gmtCreate":1776095581129,"gmtModify":1776095583322,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 只能说疯了[捂脸] ","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 只能说疯了[捂脸] ","text":"$英特尔(INTC)$ 只能说疯了[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553209916768616","isVote":1,"tweetType":1,"viewCount":169,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553208271135152,"gmtCreate":1776095179380,"gmtModify":1776095182227,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"市值千亿的半导体没有亏损的。 即使业绩达标,也还是最贵的半导体公啊!","listText":"市值千亿的半导体没有亏损的。 即使业绩达标,也还是最贵的半导体公啊!","text":"市值千亿的半导体没有亏损的。 即使业绩达标,也还是最贵的半导体公啊!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553208271135152","repostId":"2627308514","repostType":2,"repost":{"id":"2627308514","kind":"news","pubTimestamp":1776084510,"share":"https://www.laohu8.com/m/news/2627308514?lang=zh_CN&edition=full","pubTime":"2026-04-13 20:48","market":"us","language":"zh","title":"从低谷翻红!英特尔连涨八日狂增千亿市值,分析师谨慎乐观","url":"https://stock-news.laohu8.com/highlight/detail?id=2627308514","media":"智通财经","summary":"英特尔股价连续8个交易日飙升,市值增加了逾1000亿美元,使其成为标普500指数中最热门的股票之一。不过,华尔街分析师仍对该股持谨慎乐观的看法。目前,英特尔的预期市盈率超过90倍,创历史新高。英特尔估值倍数飙升至历史新高然而,一些分析师表示,投资者需要从更长远的角度来看待该公司。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/INTC\">英特尔</a>股价连续8个交易日飙升,市值增加了逾1000亿美元,使其成为<a href=\"https://laohu8.com/S/161125\">标普500</a>指数中最热门的股票之一。不过,华尔街分析师仍对该股持谨慎乐观的看法。</p><p><strong>英特尔从谷底逆袭成“顶流”</strong></p><p>过去两周的一系列利好消息重振了投资者的热情,他们认为这家芯片制造商或许能够扭转多年来业绩不佳的局面。英特尔股价刚刚创下自2020年1月以来的最佳单周表现,并在过去八个交易日内飙升了51% ,创下1971年上市以来同类交易时段的最大涨幅纪录。</p><p>管理着约10亿美元资产并持有英特尔股票的Great Hill Capital董事长兼董事总经理Thomas Hayes表示:“它显然脱离了续命状态。”</p><p>此轮涨势由4月初的一则公告点燃:英特尔同意斥资142亿美元从<a href=\"https://laohu8.com/S/APO\">阿波罗全球管理</a>手中回购其爱尔兰一家工厂的半数股权。外界认为,此举证明该公司的转型已取得进展。</p><p>Hayes表示:“它已将自身定位在扩张阶段,而非求生阶段。”</p><p>英特尔股价创下2000年以来最大单周涨幅</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/720866de70c2815ce683fe869c0c6f1a\" tg-width=\"656\" tg-height=\"516\"/></p><p>上周,英特尔宣布将加入埃隆·马斯克的Terafab项目,为<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、SpaceX和xAI开发半导体,这一消息再次提振了英特尔股价。随后,Alphabet旗下的<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>承诺将在数据中心使用英特尔未来几代的至强处理器。</p><p>此轮上涨已推动英特尔股价今年以来累计涨幅达69%,而去年该股更是因<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、<a href=\"https://laohu8.com/S/SFTBY\">软银集团</a>以及美国政府的投资而上涨了 84%。目前,美国政府持有的英特尔股份价值约270亿美元,是其最初投资额的三倍多,略低于美国每年用于儿童保育服务的支出。</p><p>“英特尔的发展势头持续强劲,”Melius Research 分析师Ben Reitzes上周五在报告中写道,他今年第三次上调了该股的目标价。“英特尔作为战略代工资产的价值论点似乎每天都在得到验证。”</p><p>该股目前仍比2020年的高点下跌了约8.9%,而标普500指数则上涨了100%以上,这一涨幅部分得益于像英伟达、<a href=\"https://laohu8.com/S/AVGO\">博通</a>以及<a href=\"https://laohu8.com/S/MU\">美光科技</a>等主要人工智能芯片制造商的股价飙升。</p><p><strong>华尔街分析师谨慎乐观</strong></p><p>华尔街分析师也远未确信英特尔已经走出至暗时刻。Bloomberg跟踪的52位覆盖该股的分析师中,仅有10人给予“买入”评级,6位给予“卖出”评级,卖出评级的数量是标普500成分股平均水平的两倍多。英特尔的综合评级(反映买入、持有、卖出比例的指标)仅为3.15分(满分5分),在芯片厂商中垫底。此外,英特尔目前的交易价格较分析师给出的平均目标价溢价约27%,表明其股价上涨过快过猛。</p><p>目前,英特尔的预期市盈率超过90倍,创历史新高。这一数值比互联网泡沫顶峰时期高出50%以上,而芯片股指数的平均市盈率约为21倍。</p><p>英特尔估值倍数飙升至历史新高</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/9323afd44b0a681325220879c6b0cb94\" tg-width=\"651\" tg-height=\"514\"/></p><p>然而,一些分析师表示,投资者需要从更长远的角度来看待该公司。Bloomberg汇编的数据显示,虽然预计英特尔今年每股将亏损约17美分,但预计到2027年其每股收益将达到33美分,到2029年将达到每股2.13美元。</p><p>Seaport Group的分析师Jay Goldberg是2026年上调该股票评级的分析师之一。他表示,华尔街“可能低估了”英特尔的长期盈利前景。尽管整个芯片行业的估值“完全疯狂”,但他认为英特尔有更大的潜力超越市场预期。</p><p>他表示:“英伟达今年想要大幅超预期上涨难度很大,相比之下,经历了几年低迷的英特尔,反倒更有可能在盈利方面实现惊喜上行。”</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>从低谷翻红!英特尔连涨八日狂增千亿市值,分析师谨慎乐观</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从低谷翻红!英特尔连涨八日狂增千亿市值,分析师谨慎乐观\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-13 20:48 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1427870.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英特尔股价连续8个交易日飙升,市值增加了逾1000亿美元,使其成为标普500指数中最热门的股票之一。不过,华尔街分析师仍对该股持谨慎乐观的看法。英特尔从谷底逆袭成“顶流”过去两周的一系列利好消息重振了投资者的热情,他们认为这家芯片制造商或许能够扭转多年来业绩不佳的局面。英特尔股价刚刚创下自2020年1月以来的最佳单周表现,并在过去八个交易日内飙升了51% ,创下1971年上市以来同类交易时段的最大...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1427870.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/e58fcd4a67c330616cf11ed02c0ac7c5","relate_stocks":{"BK4575":"芯片概念","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","LINT":"Direxion Daily INTC Bull 2X ETF","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4535":"淡马锡持仓","BK4515":"5G概念","BK4612":"AI芯片","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","INTC":"英特尔","BK4579":"人工智能","BK4588":"碎股","BK4550":"红杉资本持仓","BK4605":"半导体精选","BK4529":"IDC概念","LU0097036916.USD":"贝莱德美国增长A2 USD","INTW":"2倍做多INTC ETF-GraniteShares","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","BK4554":"元宇宙及AR概念","BK4512":"苹果概念","BK4543":"AI","BK4527":"明星科技股","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4602":"量子计算概念"},"source_url":"http://www.zhitongcaijing.com/content/detail/1427870.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2627308514","content_text":"英特尔股价连续8个交易日飙升,市值增加了逾1000亿美元,使其成为标普500指数中最热门的股票之一。不过,华尔街分析师仍对该股持谨慎乐观的看法。英特尔从谷底逆袭成“顶流”过去两周的一系列利好消息重振了投资者的热情,他们认为这家芯片制造商或许能够扭转多年来业绩不佳的局面。英特尔股价刚刚创下自2020年1月以来的最佳单周表现,并在过去八个交易日内飙升了51% ,创下1971年上市以来同类交易时段的最大涨幅纪录。管理着约10亿美元资产并持有英特尔股票的Great Hill Capital董事长兼董事总经理Thomas Hayes表示:“它显然脱离了续命状态。”此轮涨势由4月初的一则公告点燃:英特尔同意斥资142亿美元从阿波罗全球管理手中回购其爱尔兰一家工厂的半数股权。外界认为,此举证明该公司的转型已取得进展。Hayes表示:“它已将自身定位在扩张阶段,而非求生阶段。”英特尔股价创下2000年以来最大单周涨幅上周,英特尔宣布将加入埃隆·马斯克的Terafab项目,为特斯拉、SpaceX和xAI开发半导体,这一消息再次提振了英特尔股价。随后,Alphabet旗下的谷歌承诺将在数据中心使用英特尔未来几代的至强处理器。此轮上涨已推动英特尔股价今年以来累计涨幅达69%,而去年该股更是因英伟达、软银集团以及美国政府的投资而上涨了 84%。目前,美国政府持有的英特尔股份价值约270亿美元,是其最初投资额的三倍多,略低于美国每年用于儿童保育服务的支出。“英特尔的发展势头持续强劲,”Melius Research 分析师Ben Reitzes上周五在报告中写道,他今年第三次上调了该股的目标价。“英特尔作为战略代工资产的价值论点似乎每天都在得到验证。”该股目前仍比2020年的高点下跌了约8.9%,而标普500指数则上涨了100%以上,这一涨幅部分得益于像英伟达、博通以及美光科技等主要人工智能芯片制造商的股价飙升。华尔街分析师谨慎乐观华尔街分析师也远未确信英特尔已经走出至暗时刻。Bloomberg跟踪的52位覆盖该股的分析师中,仅有10人给予“买入”评级,6位给予“卖出”评级,卖出评级的数量是标普500成分股平均水平的两倍多。英特尔的综合评级(反映买入、持有、卖出比例的指标)仅为3.15分(满分5分),在芯片厂商中垫底。此外,英特尔目前的交易价格较分析师给出的平均目标价溢价约27%,表明其股价上涨过快过猛。目前,英特尔的预期市盈率超过90倍,创历史新高。这一数值比互联网泡沫顶峰时期高出50%以上,而芯片股指数的平均市盈率约为21倍。英特尔估值倍数飙升至历史新高然而,一些分析师表示,投资者需要从更长远的角度来看待该公司。Bloomberg汇编的数据显示,虽然预计英特尔今年每股将亏损约17美分,但预计到2027年其每股收益将达到33美分,到2029年将达到每股2.13美元。Seaport Group的分析师Jay Goldberg是2026年上调该股票评级的分析师之一。他表示,华尔街“可能低估了”英特尔的长期盈利前景。尽管整个芯片行业的估值“完全疯狂”,但他认为英特尔有更大的潜力超越市场预期。他表示:“英伟达今年想要大幅超预期上涨难度很大,相比之下,经历了几年低迷的英特尔,反倒更有可能在盈利方面实现惊喜上行。”","news_type":1,"symbols_score_info":{"LINT":0.6,"INTC":1.98,"INTW":0.6}},"isVote":1,"tweetType":1,"viewCount":648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553164910710976,"gmtCreate":1776084668823,"gmtModify":1776084671511,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"看看股价,这和言论完全不符","listText":"看看股价,这和言论完全不符","text":"看看股价,这和言论完全不符","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553164910710976","repostId":"2626714057","repostType":2,"repost":{"id":"2626714057","kind":"news","pubTimestamp":1775890260,"share":"https://www.laohu8.com/m/news/2626714057?lang=zh_CN&edition=full","pubTime":"2026-04-11 14:51","market":"sg","language":"zh","title":"爱芯元智仇肖莘:国产智驾芯片未来三年市占率将达90%,智能驾驶也将普及","url":"https://stock-news.laohu8.com/highlight/detail?id=2626714057","media":"新浪科技","summary":" 新浪科技讯 4月11日下午消息,在智能电动汽车发展高层论坛2026期间,爱芯元智创始人、董事长仇肖莘与媒体对话。 关于L3、L4智能驾驶,他也表示:“我觉得在三年之内应该会看到智能驾驶比较普及,因为现在智能驾驶的体验已经做得非常好了。但是不是能达到真正无人驾驶的程度,可能还需要几年不断地再优化和演进一下,我觉得目标是可实现的,并不是像原来那么遥远。”","content":"<html><body><div>\n<p> 专题:智能电动汽车发展高层论坛(2026)</p>\n<p> 新浪科技讯 4月11日下午消息,在智能电动汽车发展高层论坛2026期间,<a href=\"https://laohu8.com/S/00600\">爱芯元智</a>创始人、董事长仇肖莘与媒体对话。</p>\n<div><img src=\"http://n.sinaimg.cn/tech/transform/483/w550h733/20260411/0fb8-412809164316f6dfa5fbc4a79b86262b.jpg\"/><span></span></div>\n<p> 对于现在国产芯片占比及无人驾驶的实现,仇肖莘表示:“<a href=\"https://laohu8.com/S/00464\">中国智能</a>驾驶芯片的占比肯定小于50%。但在新车的搭载率上,国产芯片快速上升,包括地平线、爱芯等在智能驾驶芯片的采用率在快速往上走。我随着中国车企出海,中国车企经过这几年的验证,也认为国内的芯片是足以满足欧洲各种强法规要求的,所以你会发现国内芯片的市占率在今后两三年之内会快速爬升,我觉得都会爬升到80%、90%的水平。”</p>\n<p> 关于L3、L4智能驾驶,他也表示:“我觉得在三年之内应该会看到智能驾驶比较普及,因为现在智能驾驶的体验已经做得非常好了。但是不是能达到真正无人驾驶的程度,可能还需要几年不断地再优化和演进一下,我觉得目标是可实现的,并不是像原来那么遥远。”</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:郝欣煜 </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>爱芯元智仇肖莘:国产智驾芯片未来三年市占率将达90%,智能驾驶也将普及</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爱芯元智仇肖莘:国产智驾芯片未来三年市占率将达90%,智能驾驶也将普及\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-04-11 14:51 北京时间 <a href=https://finance.sina.com.cn/tob/2026-04-11/doc-inhucfma7523528.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>专题:智能电动汽车发展高层论坛(2026)\n 新浪科技讯 4月11日下午消息,在智能电动汽车发展高层论坛2026期间,爱芯元智创始人、董事长仇肖莘与媒体对话。\n\n 对于现在国产芯片占比及无人驾驶的实现,仇肖莘表示:“中国智能驾驶芯片的占比肯定小于50%。但在新车的搭载率上,国产芯片快速上升,包括地平线、爱芯等在智能驾驶芯片的采用率在快速往上走。我随着中国车企出海,中国车企经过这几年的验证,也...</p>\n\n<a href=\"https://finance.sina.com.cn/tob/2026-04-11/doc-inhucfma7523528.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":{"BK4588":"碎股","BK4585":"ETF&股票定投概念","BK4535":"淡马锡持仓","BK1163":"半导体产品","00600":"爱芯元智","BK1216":"多样化房地产活动"},"source_url":"https://finance.sina.com.cn/tob/2026-04-11/doc-inhucfma7523528.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2626714057","content_text":"专题:智能电动汽车发展高层论坛(2026)\n 新浪科技讯 4月11日下午消息,在智能电动汽车发展高层论坛2026期间,爱芯元智创始人、董事长仇肖莘与媒体对话。\n\n 对于现在国产芯片占比及无人驾驶的实现,仇肖莘表示:“中国智能驾驶芯片的占比肯定小于50%。但在新车的搭载率上,国产芯片快速上升,包括地平线、爱芯等在智能驾驶芯片的采用率在快速往上走。我随着中国车企出海,中国车企经过这几年的验证,也认为国内的芯片是足以满足欧洲各种强法规要求的,所以你会发现国内芯片的市占率在今后两三年之内会快速爬升,我觉得都会爬升到80%、90%的水平。”\n 关于L3、L4智能驾驶,他也表示:“我觉得在三年之内应该会看到智能驾驶比较普及,因为现在智能驾驶的体验已经做得非常好了。但是不是能达到真正无人驾驶的程度,可能还需要几年不断地再优化和演进一下,我觉得目标是可实现的,并不是像原来那么遥远。”\n\n\n海量资讯、精准解读,尽在新浪财经APP\n\n责任编辑:郝欣煜","news_type":1,"symbols_score_info":{"00600":1.91}},"isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553149326018592,"gmtCreate":1776080861312,"gmtModify":1776085558343,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"接着打,彻底消灭神棍政权","listText":"接着打,彻底消灭神棍政权","text":"接着打,彻底消灭神棍政权","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553149326018592","repostId":"1120307715","repostType":2,"repost":{"id":"1120307715","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":1776080429,"share":"https://www.laohu8.com/m/news/1120307715?lang=zh_CN&edition=full","pubTime":"2026-04-13 19:40","market":"us","language":"zh","title":"美军:将封锁霍尔木兹海峡,以总理:与伊朗的停火可能很快结束","url":"https://stock-news.laohu8.com/highlight/detail?id=1120307715","media":"老虎资讯综合","summary":"4月13日,以色列12频道电视台13日报道,以总理内塔尼亚胡说,与伊朗的停火可能很快结束。(新华社)","content":"<html><head></head><body><p>4月13日,以色列12频道电视台13日报道,以总理内塔尼亚胡说,与伊朗的停火可能很快结束。</p><p style=\"text-align: justify;\">据路透社13日报道,美国军方发布消息称,将在阿曼湾和霍尔木兹海峡以东的阿拉伯海实施封锁,任何未经授权进入或离开封锁区域的船只都可能被拦截、改道和扣押。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美军:将封锁霍尔木兹海峡,以总理:与伊朗的停火可能很快结束</title>\n<style 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19:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>4月13日,以色列12频道电视台13日报道,以总理内塔尼亚胡说,与伊朗的停火可能很快结束。</p><p style=\"text-align: justify;\">据路透社13日报道,美国军方发布消息称,将在阿曼湾和霍尔木兹海峡以东的阿拉伯海实施封锁,任何未经授权进入或离开封锁区域的船只都可能被拦截、改道和扣押。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f626cdf83818571ecd75b76c8f8f06b6","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1120307715","content_text":"4月13日,以色列12频道电视台13日报道,以总理内塔尼亚胡说,与伊朗的停火可能很快结束。据路透社13日报道,美国军方发布消息称,将在阿曼湾和霍尔木兹海峡以东的阿拉伯海实施封锁,任何未经授权进入或离开封锁区域的船只都可能被拦截、改道和扣押。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":168,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":553094543349872,"gmtCreate":1776067487259,"gmtModify":1776067489248,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/00600\">$爱芯元智(00600)$</a> 这么烂, 就是来圈钱的","listText":"<a href=\"https://laohu8.com/S/00600\">$爱芯元智(00600)$</a> 这么烂, 就是来圈钱的","text":"$爱芯元智(00600)$ 这么烂, 就是来圈钱的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/553094543349872","isVote":1,"tweetType":1,"viewCount":285,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":552129474434000,"gmtCreate":1775831803209,"gmtModify":1775831805503,"author":{"id":"3563140991934227","authorId":"3563140991934227","name":"Fred_6810","avatar":"https://static.tigerbbs.com/fbe236f23155302a4dcecbf04d2e9040","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3563140991934227","idStr":"3563140991934227"},"themes":[],"title":"","htmlText":"没有业绩, 只有消息","listText":"没有业绩, 只有消息","text":"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/552129474434000","isVote":1,"tweetType":1,"viewCount":346,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}