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Heinz
Heinz
·
01-23 19:52
身段真灵活
花旗将英特尔目标价下调至48美元
格隆汇1月23日｜花旗将英特尔目标价从50美元下调至48美元。
花旗将英特尔目标价下调至48美元
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Heinz
Heinz
·
01-16
正如2020-2024的USA和现在的USA[笑哭]
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Heinz
Heinz
·
01-16
花旗前两天不是看跌
$英特尔(INTC)$
呢？筹码吸够了？这种机构真是居心不良。
花旗：英特尔(INTC.US)迎来AI芯片代工“窗口期”，美光(MU.US)因DRAM涨价放缓移出观察名单
智通财经APP获悉，投资公司花旗集团周四上调了英特尔的评级，并将美光科技从其美国重点观察名单中移除。英特尔英特尔的评级获上调，由原先的“卖出”调升至“中性”，目标价设定为50美元。花旗集团分析指出，英特尔将从台积电先进封装产能紧张的局势中获益。此外，该行分析师阿提夫·马利克称，英特尔“在政府支持下，拥有吸引代工晶圆客户的独特机会窗口”。
花旗：英特尔(INTC.US)迎来AI芯片代工“窗口期”，美光(MU.US)因DRAM涨价放缓移出观察名单
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Heinz
Heinz
·
01-16
自己当年拿补贴砸钱的事怎么不提，还要起诉从来自英特尔又返聘回英特尔的技术人员，没有谦卑，也不懂得尊重人。
$台积电(TSM)$
的陨落要开始了，文化本底从没赢过。
Intel首发量产2nm级工艺 台积电称不怕竞争：不是砸钱就行的
快科技1月15日消息，虽然台积电在去年12月底宣布2nm工艺已经量产，但Intel在去年10月份就宣布量产18A工艺，这也是2nm级别的工艺，量产时间上算是领先了台积电一次。Intel接下来靠着18A工艺确实有机会抢占先进工艺市场，甚至有可能获得苹果等大厂的订单，分走台积电的代工份额。对于这个问题，台积电CEO魏哲家也在今天的说法会上回应了与Intel的竞争，他的态度是台积电不担心Intel会在晶圆代工市场上影响台积电的占有率，无惧Intel的竞争。
Intel首发量产2nm级工艺 台积电称不怕竞争：不是砸钱就行的
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Heinz
Heinz
·
01-13
一点都不给Intel Foundary计价啊[笑哭] 全球第一个量产1.8nm视而不见。作为机构就这水平，很难说不是有别的意图。
$英特尔(INTC)$
花旗：卖出英特尔与AMD！
花旗维持对AMD的“中性”评级，对英特尔维持“卖出”评级。02 |公司影响：对AMD与英特尔构成短暂喘息第四季度出货数据优于预期，为AMD和英特尔即将发布的季度财报带来了温和的短期积极影响。花旗指出，AMD约30%的营收来自PC端市场，而英特尔则有约90%的营收依赖于PC与服务器市场。花旗给出的AMD目标价为260美元，基于约32倍2027年预期市盈率；英特尔目标价为29美元，约为其2026年预估账面价值的1倍，反映出对其较低盈利能力的担忧。
花旗：卖出英特尔与AMD！
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Heinz
Heinz
·
01-05
$Palantir Technologies Inc.(PLTR)$
1h22m极速往返有功[龇牙]
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Heinz
Heinz
·
2025-12-24
路透社啊 ⬅️⬅️⬅️ FAKE NEWS[笑哭]
传英伟达暂停18A工艺测试，英特尔芯片代工梦遭“当头一棒”
暂停对英特尔18A制造工艺的测试。
传英伟达暂停18A工艺测试，英特尔芯片代工梦遭“当头一棒”
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Heinz
Heinz
·
2025-12-24
Windows非常不尊重用户，基建云服务更看好甲骨文，AI应用看好谷歌。
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Heinz
Heinz
·
2025-09-29
快去请川皇 EU NEED SOME EDUCATION[贱笑]
苹果和欧盟杠上了
集微网·爱集微APP，各大主流应用商店均可下载近日，据科技网站9to5mac报道，对于苹果公司要求废除《数字市场法》一事，欧盟委员会表示，“绝对无意”放弃这项法律。此前，苹果向欧盟发出了强有力的挑战，要求废弃《数字市场法》，原因是该法律迫使公司推迟在欧盟推出了一些新功能，增加了公司的经营难度，损害了用户体验，需要使用一套更符合立法目标的替代方案取而代之。对于苹果此举，欧盟委员会“并不感到意外”。
苹果和欧盟杠上了
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Heinz
Heinz
·
2025-09-29
$英特尔(INTC)$
快上车，没时间解释了[梭哈]
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SGD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260123190821a44e3577&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2605710384","content_text":"格隆汇1月23日｜花旗将英特尔目标价从50美元下调至48美元。","news_type":1,"symbols_score_info":{"04335":1.95,"INTC":1.95}},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":522283558425968,"gmtCreate":1768546604926,"gmtModify":1768546607213,"author":{"id":"40182151190748","authorId":"40182151190748","name":"Heinz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"40182151190748","idStr":"40182151190748"},"themes":[],"htmlText":"正如2020-2024的USA和现在的USA[笑哭]","listText":"正如2020-2024的USA和现在的USA[笑哭]","text":"正如2020-2024的USA和现在的USA[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522283558425968","isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":522470223897280,"gmtCreate":1768546258990,"gmtModify":1768546262433,"author":{"id":"40182151190748","authorId":"40182151190748","name":"Heinz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"40182151190748","idStr":"40182151190748"},"themes":[],"title":"","htmlText":"花旗前两天不是看跌<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 呢？筹码吸够了？这种机构真是居心不良。","listText":"花旗前两天不是看跌<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 呢？筹码吸够了？这种机构真是居心不良。","text":"花旗前两天不是看跌$英特尔(INTC)$ 呢？筹码吸够了？这种机构真是居心不良。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522470223897280","repostId":"2603952670","repostType":2,"repost":{"id":"2603952670","kind":"news","pubTimestamp":1768543951,"share":"https://www.laohu8.com/m/news/2603952670?lang=zh_CN&edition=full","pubTime":"2026-01-16 14:12","market":"hk","language":"zh","title":"花旗：英特尔(INTC.US)迎来AI芯片代工“窗口期”，美光(MU.US)因DRAM涨价放缓移出观察名单","url":"https://stock-news.laohu8.com/highlight/detail?id=2603952670","media":"智通财经","summary":"智通财经APP获悉，投资公司花旗集团周四上调了英特尔的评级，并将美光科技从其美国重点观察名单中移除。英特尔英特尔的评级获上调，由原先的“卖出”调升至“中性”，目标价设定为50美元。花旗集团分析指出，英特尔将从台积电先进封装产能紧张的局势中获益。此外，该行分析师阿提夫·马利克称，英特尔“在政府支持下，拥有吸引代工晶圆客户的独特机会窗口”。","content":"<html><body><p>智通财经APP获悉，投资公司花旗集团周四上调了<a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTC.US)的评级，并将<a href=\"https://laohu8.com/S/MU\">美光科技</a>(MU.US)从其美国重点观察名单中移除。</p><p><span>英特尔</span></p><p>英特尔的评级获上调，由原先的“卖出”调升至“中性”，目标价设定为50美元。花旗集团分析指出，英特尔将从<a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.US)先进封装产能紧张的局势中获益。此外，该行分析师阿提夫·马利克称，英特尔“在政府支持下，拥有吸引代工晶圆客户的独特机会窗口”。</p><p>马利克进一步补充道：“我们相信，随着英特尔18A - P/14A工艺良率提升，在后端环节，英特尔将率先收获人工智能专用集成电路(像TPU这类)所带来的溢出效应，而后这一利好会延伸至前端代工客户领域。”</p><p>尽管存在诸多积极因素，比如美国政府以投资者身份入局，且资本支出有望趋于“稳定”，但马利克指出，英特尔仍未完全走出困境。这位分析师推测，英特尔预计会将部分CPU市场份额拱手让给<a href=\"https://laohu8.com/S/AMD\">AMD</a>(AMD.US)和<a href=\"https://laohu8.com/S/ARM\">Arm</a>(ARM.US)，同时，个人电脑市场的疲软态势或许会引发内存价格上涨。</p><p><span>美光科技</span></p><p>美光科技被移出美国重点观察名单。原因是马利克指出，动态随机存取存储器(DRAM)的定价势头在第二季度相较于第一季度可能会出现“放缓”情况。</p><p>马利克解释道：“美光的股价通常与季度环比的价格走势保持同步。”他还进一步表示：“不过，鉴于晶圆厂产能受限以及人工智能领域需求强劲，我们预计内存的供需平衡状态将延续至2026/27年。”</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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href=http://www.zhitongcaijing.com/content/detail/1393744.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，投资公司花旗集团周四上调了英特尔(INTC.US)的评级，并将美光科技(MU.US)从其美国重点观察名单中移除。英特尔英特尔的评级获上调，由原先的“卖出”调升至“中性”，目标价设定为50美元。花旗集团分析指出，英特尔将从台积电(TSM.US)先进封装产能紧张的局势中获益。此外，该行分析师阿提夫·马利克称，英特尔“在政府支持下，拥有吸引代工晶圆客户的独特机会窗口”。马利克进一步...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1393744.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","C":"花旗","BK4566":"资本集团","LU0162691827.USD":"BGF US BASIC VALUE \"A4\" INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) 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ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1393744.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2603952670","content_text":"智通财经APP获悉，投资公司花旗集团周四上调了英特尔(INTC.US)的评级，并将美光科技(MU.US)从其美国重点观察名单中移除。英特尔英特尔的评级获上调，由原先的“卖出”调升至“中性”，目标价设定为50美元。花旗集团分析指出，英特尔将从台积电(TSM.US)先进封装产能紧张的局势中获益。此外，该行分析师阿提夫·马利克称，英特尔“在政府支持下，拥有吸引代工晶圆客户的独特机会窗口”。马利克进一步补充道：“我们相信，随着英特尔18A - P/14A工艺良率提升，在后端环节，英特尔将率先收获人工智能专用集成电路(像TPU这类)所带来的溢出效应，而后这一利好会延伸至前端代工客户领域。”尽管存在诸多积极因素，比如美国政府以投资者身份入局，且资本支出有望趋于“稳定”，但马利克指出，英特尔仍未完全走出困境。这位分析师推测，英特尔预计会将部分CPU市场份额拱手让给AMD(AMD.US)和Arm(ARM.US)，同时，个人电脑市场的疲软态势或许会引发内存价格上涨。美光科技美光科技被移出美国重点观察名单。原因是马利克指出，动态随机存取存储器(DRAM)的定价势头在第二季度相较于第一季度可能会出现“放缓”情况。马利克解释道：“美光的股价通常与季度环比的价格走势保持同步。”他还进一步表示：“不过，鉴于晶圆厂产能受限以及人工智能领域需求强劲，我们预计内存的供需平衡状态将延续至2026/27年。”","news_type":1,"symbols_score_info":{"04335":1.95,"MU":1.92,"C":1.87,"INTC":1.95}},"isVote":1,"tweetType":1,"viewCount":461,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":522281309205760,"gmtCreate":1768546053810,"gmtModify":1768546057660,"author":{"id":"40182151190748","authorId":"40182151190748","name":"Heinz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"40182151190748","idStr":"40182151190748"},"themes":[],"title":"","htmlText":"自己当年拿补贴砸钱的事怎么不提，还要起诉从来自英特尔又返聘回英特尔的技术人员，没有谦卑，也不懂得尊重人。<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a> 的陨落要开始了，文化本底从没赢过。","listText":"自己当年拿补贴砸钱的事怎么不提，还要起诉从来自英特尔又返聘回英特尔的技术人员，没有谦卑，也不懂得尊重人。<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$ </a> 的陨落要开始了，文化本底从没赢过。","text":"自己当年拿补贴砸钱的事怎么不提，还要起诉从来自英特尔又返聘回英特尔的技术人员，没有谦卑，也不懂得尊重人。$台积电(TSM)$ 的陨落要开始了，文化本底从没赢过。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522281309205760","repostId":"2603600002","repostType":2,"repost":{"id":"2603600002","kind":"news","pubTimestamp":1768482114,"share":"https://www.laohu8.com/m/news/2603600002?lang=zh_CN&edition=full","pubTime":"2026-01-15 21:01","market":"us","language":"zh","title":"Intel首发量产2nm级工艺 台积电称不怕竞争：不是砸钱就行的","url":"https://stock-news.laohu8.com/highlight/detail?id=2603600002","media":"快科技","summary":"快科技1月15日消息，虽然台积电在去年12月底宣布2nm工艺已经量产，但Intel在去年10月份就宣布量产18A工艺，这也是2nm级别的工艺，量产时间上算是领先了台积电一次。Intel接下来靠着18A工艺确实有机会抢占先进工艺市场，甚至有可能获得苹果等大厂的订单，分走台积电的代工份额。对于这个问题，台积电CEO魏哲家也在今天的说法会上回应了与Intel的竞争，他的态度是台积电不担心Intel会在晶圆代工市场上影响台积电的占有率，无惧Intel的竞争。","content":"<html><body><article><p>快科技1月15日消息，虽然<a href=\"https://laohu8.com/S/TSM\">台积电</a>在去年12月底宣布2nm工艺已经量产，但Intel在去年10月份就宣布量产18A工艺，这也是2nm级别的工艺，量产时间上算是领先了台积电一次。</p><p>Intel接下来靠着18A工艺确实有机会抢占先进工艺市场，甚至有可能获得<a href=\"https://laohu8.com/S/AAPL\">苹果</a>等大厂的订单，分走台积电的代工份额。</p><p>对于这个问题，台积电CEO魏哲家也在今天的说法会上回应了与Intel的竞争，<strong>他的态度是台积电不担心Intel会在晶圆代工市场上影响台积电的占有率</strong>，无惧Intel的竞争。</p><p>他表示，先进工艺与系统整合越来越难，竞争不是靠砸钱就能追上的，一项先进技术通常要2-3年的准备期，完成后才能把设计落实到产品上，而产品通过认证或者核准之后，<strong>还要进入量产、良率<span>拉升</span>及产能爬坡等阶段，还要1-2年时间才行。</strong></p><p>魏哲家表示，台积电一直不缺对手，而且还都是强劲的对手，公司正视对方投入与进展，但不会因此动摇，台积电将持续以技术领先、制造能力与客户信任为核心，推动业务往既定方向发展，并在竞争环境中延续长期优势。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260115211144966d201c72tx2xgy1t\"/></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Intel首发量产2nm级工艺 台积电称不怕竞争：不是砸钱就行的</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{ 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}\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\">\nIntel首发量产2nm级工艺 台积电称不怕竞争：不是砸钱就行的\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-15 21:01 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260115211147a4c7d469&s=b><strong>快科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技1月15日消息，虽然台积电在去年12月底宣布2nm工艺已经量产，但Intel在去年10月份就宣布量产18A工艺，这也是2nm级别的工艺，量产时间上算是领先了台积电一次。Intel接下来靠着18A工艺确实有机会抢占先进工艺市场，甚至有可能获得苹果等大厂的订单，分走台积电的代工份额。对于这个问题，台积电CEO魏哲家也在今天的说法会上回应了与Intel的竞争，他的态度是台积电不担心Intel会在...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260115211147a4c7d469&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis 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USD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260115211147a4c7d469&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2603600002","content_text":"快科技1月15日消息，虽然台积电在去年12月底宣布2nm工艺已经量产，但Intel在去年10月份就宣布量产18A工艺，这也是2nm级别的工艺，量产时间上算是领先了台积电一次。Intel接下来靠着18A工艺确实有机会抢占先进工艺市场，甚至有可能获得苹果等大厂的订单，分走台积电的代工份额。对于这个问题，台积电CEO魏哲家也在今天的说法会上回应了与Intel的竞争，他的态度是台积电不担心Intel会在晶圆代工市场上影响台积电的占有率，无惧Intel的竞争。他表示，先进工艺与系统整合越来越难，竞争不是靠砸钱就能追上的，一项先进技术通常要2-3年的准备期，完成后才能把设计落实到产品上，而产品通过认证或者核准之后，还要进入量产、良率拉升及产能爬坡等阶段，还要1-2年时间才行。魏哲家表示，台积电一直不缺对手，而且还都是强劲的对手，公司正视对方投入与进展，但不会因此动摇，台积电将持续以技术领先、制造能力与客户信任为核心，推动业务往既定方向发展，并在竞争环境中延续长期优势。","news_type":1,"symbols_score_info":{"03145":0.6,"04335":1.93,"INTC":1.93,"TSM":1.96}},"isVote":1,"tweetType":1,"viewCount":404,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521294095663128,"gmtCreate":1768298007669,"gmtModify":1768298011234,"author":{"id":"40182151190748","authorId":"40182151190748","name":"Heinz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"40182151190748","idStr":"40182151190748"},"themes":[],"title":"","htmlText":"一点都不给Intel Foundary计价啊[笑哭] 全球第一个量产1.8nm视而不见。作为机构就这水平，很难说不是有别的意图。<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> ","listText":"一点都不给Intel Foundary计价啊[笑哭] 全球第一个量产1.8nm视而不见。作为机构就这水平，很难说不是有别的意图。<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> ","text":"一点都不给Intel Foundary计价啊[笑哭] 全球第一个量产1.8nm视而不见。作为机构就这水平，很难说不是有别的意图。$英特尔(INTC)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/521294095663128","repostId":"2603098165","repostType":2,"repost":{"id":"2603098165","kind":"news","pubTimestamp":1768290824,"share":"https://www.laohu8.com/m/news/2603098165?lang=zh_CN&edition=full","pubTime":"2026-01-13 15:53","market":"us","language":"zh","title":"花旗：卖出英特尔与AMD！","url":"https://stock-news.laohu8.com/highlight/detail?id=2603098165","media":"行知交易员","summary":"花旗维持对AMD的“中性”评级，对英特尔维持“卖出”评级。02 |公司影响：对AMD与英特尔构成短暂喘息第四季度出货数据优于预期，为AMD和英特尔即将发布的季度财报带来了温和的短期积极影响。花旗指出，AMD约30%的营收来自PC端市场，而英特尔则有约90%的营收依赖于PC与服务器市场。花旗给出的AMD目标价为260美元，基于约32倍2027年预期市盈率；英特尔目标价为29美元，约为其2026年预估账面价值的1倍，反映出对其较低盈利能力的担忧。","content":"<html><body><article><p>花旗研究发布最新半导体行业报告指出，2025年12月笔记本<span>出货</span>环比增长14%，推动第四季度整体出货仅环比下降5%，优于此前下滑11%的预期，主要受内存价格上涨推动的战略性库存回补影响。</p><p>这对<a href=\"https://laohu8.com/S/AMD\">AMD</a>（营收占比15%）与<a href=\"https://laohu8.com/S/INTC\">英特尔</a>（营收占比36%）等依赖笔记本业务的公司构成短期温和利好。</p><p>然而，分析师预计2026年第一季度笔记本出货将环比下降15%，显著弱于正常的季节性下滑9%，主要受内存供应限制影响。</p><p>花旗维持对AMD的“中性”评级，对英特尔维持“卖出”评级。</p><p><strong>01 |</strong>数据解读：Q4优于预期，但Q1前景疲软</p><p>2025年12月，全球笔记本（主要通过中国台湾ODM数据观测）出货量环比增长14%，超出花旗预期。</p><p>这使得2025年第四季度整体笔记本出货量环比下降5%，优于花旗此前下滑11%的预测，也高于历史同期平均7%的降幅。</p><p>然而，展望2026年第一季度，花旗笔记本分析师Carrie Liu预计，由于内存供应限制，出货量将环比下降15%，显著低于正常季节性环比下降9%的规律。</p><p>这预示着个人电脑市场在年初将面临短期压力。</p><p><strong>02 |</strong>公司影响：对AMD与英特尔构成短暂喘息</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260113160329700v206nu2w6elrsh7\"/><p>第四季度出货数据优于预期，为AMD和英特尔即将发布的季度财报带来了温和的短期积极影响。</p><p>花旗指出，AMD约30%的营收来自PC端市场，而英特尔则有约90%的营收依赖于PC与服务器市场。</p><p>尽管有短期利好，但花旗对两家公司的长期看法并未改变，维持了对AMD的“中性”评级，以及对英特尔的“卖出”评级。</p><p>花旗给出的AMD目标价为260美元，基于约32倍2027年预期市盈率；英特尔目标价为29美元，约为其2026年预估账面价值的1倍，反映出对其较低盈利能力的担忧。</p><p><strong>03 |</strong>风险透视：关键风险点解析</p><p>报告详细列举了AMD与英特尔面临的主要风险：</p><p>“对于AMD”</p><p>1. 竞争风险：在微处理器市场直接与英特尔竞争，在GPU和AI加速器市场则直面<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>，市场份额的任何波动都可能影响业绩。</p><p>2. 终端市场风险：约30%营收来自PC产业，高度依赖企业IT支出。</p><p>3. 客户集中风险：约15%营收来自<a href=\"https://laohu8.com/S/SONY\">索尼</a>和<a href=\"https://laohu8.com/S/MSFT\">微软</a>，来自这两家大客户的订单波动将直接影响业绩预期。</p><p>4. 估值风险：当前估值略高于历史区间，市场共识收入预测的修正可能导致股价高波动。</p><p>“对于英特尔”</p><p>1. 终端市场风险：约90%营收来自PC与服务器，对IT支出周期极为敏感。</p><p>2. 竞争风险：在核心CPU市场持续面临AMD的激烈竞争。</p><p>3. 客户集中风险：前几大PC OEM客户合计贡献约45%营收，大客户订单下滑将带来显著负面影响。</p><p>4. 宏观经济风险：业务遍布全球， prolonged 的宏观经济下行或上行会影响其业绩与评级。</p><p><strong>04 |</strong>总结</p><p>【核心观点】</p><p>Q4笔记本供应链数据因内存价格预期引发的战略性备货而短暂走强，为依赖该市场的半导体公司（尤其是INTC）提供了季度业绩的缓冲垫。</p><p>但这并非需求侧的真实改善信号。</p><p>【关键推断】</p><p>Q1指引的大幅下滑（-15% QoQ vs. 季节性-9%）验证了终端需求的疲软和渠道库存回补的不可持续性。</p><p>内存供应限制是表象，核心仍是终端消费与企业IT支出的放缓。</p><p>【操作启示】</p><p>该数据不足以扭转对PC半导体板块的结构性看跌观点。</p><p>AMD因在AI/数据中心领域的增长叙事而获得估值支撑，维持中性；</p><p>INTC因其对PC/服务器市场的极高敞口、竞争劣势及盈利能见度低，下行风险更甚，维持看跌。</p><p>交易应回避对传统PC周期敏感的标的，关注库存去化进度与AI相关资本开支的持续性。</p><p>...</p><p>完整内容在星球了...</p><img src=\"https://fid-75186.picgzc.qpic.cn/20260113160337249v206ebgac0toc6j\"/><p>...</p><p>深度星球订阅链接：https://t.zsxq.com/NR0qH</p><p>本文所涉及一切内容仅供分享参考，接收人不因阅读本文而被视为我方客户，也不构成向任何人发出出售或购买证券或其他投资标的的邀请，更不构成交易依据。市场有风险，投资需谨慎，本文所有信息及观点均不构成任何投资建议；过往业绩不代表未来表现，投资者应依据自身风险承受能力进行审慎评估、独立决策并自行承担全部责任。任何情况下，我方均不对因使用本文内容而产生的任何损失承担责任。相关数据可能存在滞后或误差，我方不对信息的完整性及准确性承担法律责任。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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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花旗：卖出英特尔与AMD！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-13 15:53 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260113160413a714d59a&s=b><strong>行知交易员</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>花旗研究发布最新半导体行业报告指出，2025年12月笔记本出货环比增长14%，推动第四季度整体出货仅环比下降5%，优于此前下滑11%的预期，主要受内存价格上涨推动的战略性库存回补影响。这对AMD（营收占比15%）与英特尔（营收占比36%）等依赖笔记本业务的公司构成短期温和利好。然而，分析师预计2026年第一季度笔记本出货将环比下降15%，显著弱于正常的季节性下滑9%，主要受内存供应限制影响。花旗...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260113160413a714d59a&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260113160413a714d59a&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2603098165","content_text":"花旗研究发布最新半导体行业报告指出，2025年12月笔记本出货环比增长14%，推动第四季度整体出货仅环比下降5%，优于此前下滑11%的预期，主要受内存价格上涨推动的战略性库存回补影响。这对AMD（营收占比15%）与英特尔（营收占比36%）等依赖笔记本业务的公司构成短期温和利好。然而，分析师预计2026年第一季度笔记本出货将环比下降15%，显著弱于正常的季节性下滑9%，主要受内存供应限制影响。花旗维持对AMD的“中性”评级，对英特尔维持“卖出”评级。01 |数据解读：Q4优于预期，但Q1前景疲软2025年12月，全球笔记本（主要通过中国台湾ODM数据观测）出货量环比增长14%，超出花旗预期。这使得2025年第四季度整体笔记本出货量环比下降5%，优于花旗此前下滑11%的预测，也高于历史同期平均7%的降幅。然而，展望2026年第一季度，花旗笔记本分析师Carrie Liu预计，由于内存供应限制，出货量将环比下降15%，显著低于正常季节性环比下降9%的规律。这预示着个人电脑市场在年初将面临短期压力。02 |公司影响：对AMD与英特尔构成短暂喘息第四季度出货数据优于预期，为AMD和英特尔即将发布的季度财报带来了温和的短期积极影响。花旗指出，AMD约30%的营收来自PC端市场，而英特尔则有约90%的营收依赖于PC与服务器市场。尽管有短期利好，但花旗对两家公司的长期看法并未改变，维持了对AMD的“中性”评级，以及对英特尔的“卖出”评级。花旗给出的AMD目标价为260美元，基于约32倍2027年预期市盈率；英特尔目标价为29美元，约为其2026年预估账面价值的1倍，反映出对其较低盈利能力的担忧。03 |风险透视：关键风险点解析报告详细列举了AMD与英特尔面临的主要风险：“对于AMD”1. 竞争风险：在微处理器市场直接与英特尔竞争，在GPU和AI加速器市场则直面英伟达，市场份额的任何波动都可能影响业绩。2. 终端市场风险：约30%营收来自PC产业，高度依赖企业IT支出。3. 客户集中风险：约15%营收来自索尼和微软，来自这两家大客户的订单波动将直接影响业绩预期。4. 估值风险：当前估值略高于历史区间，市场共识收入预测的修正可能导致股价高波动。“对于英特尔”1. 终端市场风险：约90%营收来自PC与服务器，对IT支出周期极为敏感。2. 竞争风险：在核心CPU市场持续面临AMD的激烈竞争。3. 客户集中风险：前几大PC OEM客户合计贡献约45%营收，大客户订单下滑将带来显著负面影响。4. 宏观经济风险：业务遍布全球， prolonged 的宏观经济下行或上行会影响其业绩与评级。04 |总结【核心观点】Q4笔记本供应链数据因内存价格预期引发的战略性备货而短暂走强，为依赖该市场的半导体公司（尤其是INTC）提供了季度业绩的缓冲垫。但这并非需求侧的真实改善信号。【关键推断】Q1指引的大幅下滑（-15% QoQ vs. 季节性-9%）验证了终端需求的疲软和渠道库存回补的不可持续性。内存供应限制是表象，核心仍是终端消费与企业IT支出的放缓。【操作启示】该数据不足以扭转对PC半导体板块的结构性看跌观点。AMD因在AI/数据中心领域的增长叙事而获得估值支撑，维持中性；INTC因其对PC/服务器市场的极高敞口、竞争劣势及盈利能见度低，下行风险更甚，维持看跌。交易应回避对传统PC周期敏感的标的，关注库存去化进度与AI相关资本开支的持续性。...完整内容在星球了......深度星球订阅链接：https://t.zsxq.com/NR0qH本文所涉及一切内容仅供分享参考，接收人不因阅读本文而被视为我方客户，也不构成向任何人发出出售或购买证券或其他投资标的的邀请，更不构成交易依据。市场有风险，投资需谨慎，本文所有信息及观点均不构成任何投资建议；过往业绩不代表未来表现，投资者应依据自身风险承受能力进行审慎评估、独立决策并自行承担全部责任。任何情况下，我方均不对因使用本文内容而产生的任何损失承担责任。相关数据可能存在滞后或误差，我方不对信息的完整性及准确性承担法律责任。","news_type":1,"symbols_score_info":{"INTC":1.95,"04335":1.95,"AMD":1.93}},"isVote":1,"tweetType":1,"viewCount":1780,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"40182151190748","authorId":"40182151190748","name":"Heinz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"40182151190748","idStr":"40182151190748"},"content":"foundry[贱笑]","text":"foundry[贱笑]","html":"foundry[贱笑]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":518353610589048,"gmtCreate":1767580384990,"gmtModify":1767580387087,"author":{"id":"40182151190748","authorId":"40182151190748","name":"Heinz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"40182151190748","idStr":"40182151190748"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> 1h22m极速往返有功[龇牙] ","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$ </a> 1h22m极速往返有功[龇牙] ","text":"$Palantir Technologies Inc.(PLTR)$ 1h22m极速往返有功[龇牙]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/518353610589048","isVote":1,"tweetType":1,"viewCount":724,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":514245917992112,"gmtCreate":1766578751110,"gmtModify":1766581656366,"author":{"id":"40182151190748","authorId":"40182151190748","name":"Heinz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"40182151190748","idStr":"40182151190748"},"themes":[],"title":"","htmlText":"路透社啊 ⬅️⬅️⬅️ FAKE NEWS[笑哭] ","listText":"路透社啊 ⬅️⬅️⬅️ FAKE NEWS[笑哭] ","text":"路透社啊 ⬅️⬅️⬅️ FAKE NEWS[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/514245917992112","repostId":"1198246370","repostType":2,"repost":{"id":"1198246370","kind":"news","pubTimestamp":1766576228,"share":"https://www.laohu8.com/m/news/1198246370?lang=zh_CN&edition=full","pubTime":"2025-12-24 19:37","market":"us","language":"zh","title":"传英伟达暂停18A工艺测试，英特尔芯片代工梦遭“当头一棒”","url":"https://stock-news.laohu8.com/highlight/detail?id=1198246370","media":"智通财经","summary":"暂停对英特尔18A制造工艺的测试。","content":"<html><head></head><body><p>英特尔股价在周三盘前交易中走低，一度跌超5%。此前据两位知情人士向媒体透露，英伟达在实际评估了使用英特尔18A先进制程技术如何制造其中一款AI芯片之后，并未继续向前推进，而是选择暂停对英特尔18A制程工艺的测试。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c0badf6e3b05f32103f18d426b7e021\" title=\"\" tg-width=\"1170\" tg-height=\"440\"/></p><p style=\"text-align: justify;\">全球两大AI芯片设计领军者(在芯片行业被称作fabless)——即专注于AI GPU算力体系的英伟达以及专注于AI ASIC算力技术路线的博通(AVGO.US)早在三月初就有媒体曾曝出，这两大芯片设计领军者与英特尔进行了高端芯片制造测试。</p><p style=\"text-align: justify;\">然而，自那以后，英特尔的18A芯片技术持续面临挑战，因为初期的那些客户测试结果不乐观导致了客户们对于英特尔技术层面的不满，并且有可能继续将芯片代工/制造产能全线投入于英特尔在芯片制造领域的最强竞争对手台积电(TSM.US)。</p><p style=\"text-align: justify;\"><strong>英特尔当前迫切需要大客户来撑起芯片代工业务</strong></p><p style=\"text-align: justify;\">对于英特尔而言，掌握领先全球且极度适合量产的先进制程芯片制造技术可谓至关重要。这家美国老牌芯片巨头甚至不惜购置更加昂贵的High-NA EUV光刻机——这也是阿斯麦所交付的全球第一台High-NA，英特尔力争打造出领先于台积电以及三星电子的2nm及以下最先进芯片制造技术。</p><p style=\"text-align: justify;\">英特尔现在仅仅只是销售自家PC/服务器CPU已经难以实现业绩持续性质的增长，虽然英特尔已经凭借强劲服务器CPU需求走出业绩萎靡的“至暗时刻”，但是股东们想要看到的是英特尔重拾强劲增长曲线，成为比肩台积电的芯片代工巨头，因此英特尔战略已经转向聚焦于做Intel Foundry(系统性芯片代工)——即给别人代工高端先进制程芯片，直接对标台积电。</p><p style=\"text-align: justify;\">其中18A与更加先进的16A技术可以说是英特尔能否翻身的关键节点，如果18A在性能/能效上真能对标甚至超越台积电与三星，英特尔才有机会在当前全球需求最为火爆的AI加速器(AI GPU/ASIC等AI核心算力基础设施)为英伟达、AMD以及博通、高通等超级大客户进行先进制程芯片代工。</p><p style=\"text-align: justify;\">英特尔推出的 18A(等效于1.8 nm 级别制程) 是其先进制程路线图的重要里程碑，旨在通过采用RibbonFET晶体管结构和PowerVia 背部供电技术，大幅提升新一代芯片性能与能效，与台积电等竞争对手的先进制造技术竞争。18A制程不仅用于英特尔自家CPU系列产品，也被视为其对外代工(即foundry)业务吸引客户的关键技术节点。</p><p style=\"text-align: justify;\"><strong>对于英伟达而言，暂停测试可能是风险规避与供应链策略选择，不等同于完全否定英特尔</strong></p><p style=\"text-align: justify;\">此前在9月，英伟达与英特尔堪称“世纪联手”，英伟达CEO黄仁勋宣布将斥资50亿美元入股长期以来的竞争对手英特尔，并将与其共同开发面向PC与AI数据中心的高性能芯片，此消息出炉之后股价长期萎靡的英特尔一改往日颓势，自9月以来英特尔的股价已经大幅上涨超50%。英伟达投资英特尔的举措，无疑让市场更加憧憬英特尔有望在不久后斩获来自英伟达的海量AI芯片订单。</p><p style=\"text-align: justify;\">英伟达作为全球最大规模AI GPU算力集群设计商，其设计的每一代AI芯片产品对芯片制造工艺的性能、功耗和良率都有极高要求。暂停推进意味着英伟达选择回避当前制程风险，继续依赖其现有的成熟合作伙伴且数十年来长期合作的芯片制造商(例如台积电先进制程)来保障产品交付计划。这反映出英伟达在芯片供应链安排上仍然以稳定性与高性能优先。</p><p style=\"text-align: justify;\">“暂停先进制程推进”通常强调的是当前芯片雏形测试未达预期或未进入下一阶段商业合作谈判，并不等于长期放弃。英伟达在过去也曾参与18A早期测试，并可能根据未来良率来帮助英特尔改善制造细节。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>传英伟达暂停18A工艺测试，英特尔芯片代工梦遭“当头一棒”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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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传英伟达暂停18A工艺测试，英特尔芯片代工梦遭“当头一棒”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-12-24 19:37 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/1385671.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英特尔股价在周三盘前交易中走低，一度跌超5%。此前据两位知情人士向媒体透露，英伟达在实际评估了使用英特尔18A先进制程技术如何制造其中一款AI芯片之后，并未继续向前推进，而是选择暂停对英特尔18A制程工艺的测试。全球两大AI芯片设计领军者(在芯片行业被称作fabless)——即专注于AI GPU算力体系的英伟达以及专注于AI ASIC算力技术路线的博通(AVGO.US)早在三月初就有媒体曾曝出，这...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1385671.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"INTC":"英特尔"},"source_url":"https://www.zhitongcaijing.com/content/detail/1385671.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1198246370","content_text":"英特尔股价在周三盘前交易中走低，一度跌超5%。此前据两位知情人士向媒体透露，英伟达在实际评估了使用英特尔18A先进制程技术如何制造其中一款AI芯片之后，并未继续向前推进，而是选择暂停对英特尔18A制程工艺的测试。全球两大AI芯片设计领军者(在芯片行业被称作fabless)——即专注于AI GPU算力体系的英伟达以及专注于AI ASIC算力技术路线的博通(AVGO.US)早在三月初就有媒体曾曝出，这两大芯片设计领军者与英特尔进行了高端芯片制造测试。然而，自那以后，英特尔的18A芯片技术持续面临挑战，因为初期的那些客户测试结果不乐观导致了客户们对于英特尔技术层面的不满，并且有可能继续将芯片代工/制造产能全线投入于英特尔在芯片制造领域的最强竞争对手台积电(TSM.US)。英特尔当前迫切需要大客户来撑起芯片代工业务对于英特尔而言，掌握领先全球且极度适合量产的先进制程芯片制造技术可谓至关重要。这家美国老牌芯片巨头甚至不惜购置更加昂贵的High-NA EUV光刻机——这也是阿斯麦所交付的全球第一台High-NA，英特尔力争打造出领先于台积电以及三星电子的2nm及以下最先进芯片制造技术。英特尔现在仅仅只是销售自家PC/服务器CPU已经难以实现业绩持续性质的增长，虽然英特尔已经凭借强劲服务器CPU需求走出业绩萎靡的“至暗时刻”，但是股东们想要看到的是英特尔重拾强劲增长曲线，成为比肩台积电的芯片代工巨头，因此英特尔战略已经转向聚焦于做Intel Foundry(系统性芯片代工)——即给别人代工高端先进制程芯片，直接对标台积电。其中18A与更加先进的16A技术可以说是英特尔能否翻身的关键节点，如果18A在性能/能效上真能对标甚至超越台积电与三星，英特尔才有机会在当前全球需求最为火爆的AI加速器(AI GPU/ASIC等AI核心算力基础设施)为英伟达、AMD以及博通、高通等超级大客户进行先进制程芯片代工。英特尔推出的 18A(等效于1.8 nm 级别制程) 是其先进制程路线图的重要里程碑，旨在通过采用RibbonFET晶体管结构和PowerVia 背部供电技术，大幅提升新一代芯片性能与能效，与台积电等竞争对手的先进制造技术竞争。18A制程不仅用于英特尔自家CPU系列产品，也被视为其对外代工(即foundry)业务吸引客户的关键技术节点。对于英伟达而言，暂停测试可能是风险规避与供应链策略选择，不等同于完全否定英特尔此前在9月，英伟达与英特尔堪称“世纪联手”，英伟达CEO黄仁勋宣布将斥资50亿美元入股长期以来的竞争对手英特尔，并将与其共同开发面向PC与AI数据中心的高性能芯片，此消息出炉之后股价长期萎靡的英特尔一改往日颓势，自9月以来英特尔的股价已经大幅上涨超50%。英伟达投资英特尔的举措，无疑让市场更加憧憬英特尔有望在不久后斩获来自英伟达的海量AI芯片订单。英伟达作为全球最大规模AI GPU算力集群设计商，其设计的每一代AI芯片产品对芯片制造工艺的性能、功耗和良率都有极高要求。暂停推进意味着英伟达选择回避当前制程风险，继续依赖其现有的成熟合作伙伴且数十年来长期合作的芯片制造商(例如台积电先进制程)来保障产品交付计划。这反映出英伟达在芯片供应链安排上仍然以稳定性与高性能优先。“暂停先进制程推进”通常强调的是当前芯片雏形测试未达预期或未进入下一阶段商业合作谈判，并不等于长期放弃。英伟达在过去也曾参与18A早期测试，并可能根据未来良率来帮助英特尔改善制造细节。","news_type":1,"symbols_score_info":{"INTC":2}},"isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":514306408584008,"gmtCreate":1766539636415,"gmtModify":1766539639141,"author":{"id":"40182151190748","authorId":"40182151190748","name":"Heinz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"40182151190748","idStr":"40182151190748"},"themes":[],"htmlText":"Windows非常不尊重用户，基建云服务更看好甲骨文，AI应用看好谷歌。","listText":"Windows非常不尊重用户，基建云服务更看好甲骨文，AI应用看好谷歌。","text":"Windows非常不尊重用户，基建云服务更看好甲骨文，AI应用看好谷歌。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/514306408584008","isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000552","authorId":"9000000000000552","name":"IsidoreJeames","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"9000000000000552","idStr":"9000000000000552"},"content":"甲骨文和谷歌的云服务确实稳，微软得加把劲了","text":"甲骨文和谷歌的云服务确实稳，微软得加把劲了","html":"甲骨文和谷歌的云服务确实稳，微软得加把劲了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":483848264528760,"gmtCreate":1759155968449,"gmtModify":1759156297370,"author":{"id":"40182151190748","authorId":"40182151190748","name":"Heinz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"40182151190748","idStr":"40182151190748"},"themes":[],"htmlText":"快去请川皇 EU NEED SOME EDUCATION[贱笑] ","listText":"快去请川皇 EU NEED SOME EDUCATION[贱笑] ","text":"快去请川皇 EU NEED SOME EDUCATION[贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/483848264528760","repostId":"2571533862","repostType":2,"repost":{"id":"2571533862","kind":"news","pubTimestamp":1759134318,"share":"https://www.laohu8.com/m/news/2571533862?lang=zh_CN&edition=full","pubTime":"2025-09-29 16:25","market":"us","language":"zh","title":"苹果和欧盟杠上了","url":"https://stock-news.laohu8.com/highlight/detail?id=2571533862","media":"MCA手机联盟","summary":"集微网·爱集微APP，各大主流应用商店均可下载近日，据科技网站9to5mac报道，对于苹果公司要求废除《数字市场法》一事，欧盟委员会表示，“绝对无意”放弃这项法律。此前，苹果向欧盟发出了强有力的挑战，要求废弃《数字市场法》，原因是该法律迫使公司推迟在欧盟推出了一些新功能，增加了公司的经营难度，损害了用户体验，需要使用一套更符合立法目标的替代方案取而代之。对于苹果此举，欧盟委员会“并不感到意外”。","content":"<html><body><article><p>集微网·爱集微APP，各大主流应用商店均可下载</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250929194654581v1638ogpvqxuk19\"/><p>近日，据科技网站9to5mac报道，对于<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司要求废除《数字市场法》(DMA)一事，欧盟委员会表示，“绝对无意”放弃这项法律。</p><p>此前，苹果向欧盟发出了强有力的挑战，要求废弃《数字市场法》，原因是该法律迫使公司推迟在欧盟推出了一些新功能，增加了公司的经营难度，损害了用户体验，需要使用一套更符合立法目标的替代方案取而代之。</p><p>对于苹果此举，欧盟委员会“并不感到意外”。欧盟委员会发言人 托马斯·雷尼耶(Thomas Regnier)表示：“自《数字市场法》开始实施以来，苹果对其中的每一个细节都提出了异议。 这削弱了该公司宣称要与欧盟委员会充分合作的说法。”</p><p>在提到苹果“无视”欧盟委员会就《数字市场法》合规问题展开对话的努力时，雷尼耶这样说：“这种积极互动的结果是什么呢？两个月后，苹果回过头来要求我们把一切都推翻。 我们当然完全理解企业想要不惜一切代价捍卫利润，但这并不是《数字市场法》的宗旨。”</p><p>雷尼耶在向法国新闻频道France24发表的另一份声明中称，欧盟委员会“绝对无意放弃这项法律”。（<a href=\"https://laohu8.com/S/600716\">凤凰</a>科技）</p><p><strong>温馨提示：</strong></p><p>根据微信公众平台最新规则，建议多点击“<strong>点赞</strong>、<strong>在看、收藏</strong>”等，成为常读用户，第一时间获取最新行业动态，欢迎把“<strong>MCA手机联盟</strong>”公众号设为<strong>星标</strong>以便及时收到推送消息。同时欢迎多多<strong>留言</strong>交流，把这当成发表看法、探讨行业的平台。</p><p><strong>如您觉得我们内容不错，也欢迎多多</strong><strong>转发</strong><strong>，谢谢~</strong></p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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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苹果和欧盟杠上了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-29 16:25 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250929194712a6a63306&s=b><strong>MCA手机联盟</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>集微网·爱集微APP，各大主流应用商店均可下载近日，据科技网站9to5mac报道，对于苹果公司要求废除《数字市场法》(DMA)一事，欧盟委员会表示，“绝对无意”放弃这项法律。此前，苹果向欧盟发出了强有力的挑战，要求废弃《数字市场法》，原因是该法律迫使公司推迟在欧盟推出了一些新功能，增加了公司的经营难度，损害了用户体验，需要使用一套更符合立法目标的替代方案取而代之。对于苹果此举，欧盟委员会“并不感到...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250929194712a6a63306&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4592":"伊斯兰概念","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) INC (M)","LU0238689110.USD":"贝莱德环球动力股票基金","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","AAPL":"苹果","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" 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这削弱了该公司宣称要与欧盟委员会充分合作的说法。”在提到苹果“无视”欧盟委员会就《数字市场法》合规问题展开对话的努力时，雷尼耶这样说：“这种积极互动的结果是什么呢？两个月后，苹果回过头来要求我们把一切都推翻。 我们当然完全理解企业想要不惜一切代价捍卫利润，但这并不是《数字市场法》的宗旨。”雷尼耶在向法国新闻频道France24发表的另一份声明中称，欧盟委员会“绝对无意放弃这项法律”。（凤凰科技）温馨提示：根据微信公众平台最新规则，建议多点击“点赞、在看、收藏”等，成为常读用户，第一时间获取最新行业动态，欢迎把“MCA手机联盟”公众号设为星标以便及时收到推送消息。同时欢迎多多留言交流，把这当成发表看法、探讨行业的平台。如您觉得我们内容不错，也欢迎多多转发，谢谢~","news_type":1,"symbols_score_info":{"AAPL":1.5,"MACW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1004,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":483911839178968,"gmtCreate":1759153271765,"gmtModify":1759153273495,"author":{"id":"40182151190748","authorId":"40182151190748","name":"Heinz","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"40182151190748","idStr":"40182151190748"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a> 快上车，没时间解释了[梭哈] ","listText":"<a 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