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金吾财讯
以港股为立足点，放眼寰球，为投资者带来及时可靠的香港及海外市场资讯，同时提供视角独特的深度解析。
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汉堡__chen__GI
汉堡__chen__GI
·
07-21 14:51
就要抵制他们
小米上调出货目标 下游厂商抵制存储涨价并认为价格拐点将至
金吾财讯 | 据悉，小米已将2026年全年智能手机出货目标从约9000万部上调至1.1亿部，增幅约16%，上调的增量部分主要来自低端机型。一位接近小米的人士告诉界面新闻，此次上调出货目标是小米内部认为当前的存储行情有望迎来反转。上述人士还表示，此次小米上调出货目标带来的信号是，存储下游的厂商已经不愿意再为持续攀升的存储成本买单了，当需求端的容忍度触及天花板，价格上涨的动能便可能出现拐点。
小米上调出货目标 下游厂商抵制存储涨价并认为价格拐点将至
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cky10327
cky10327
·
07-21 00:27
不是之前各种做空观点嘛，变得真快
存储概念股悉数上扬 闪迪(SNDK)领涨5.65% 大摩维持积极判断并称当前为买入窗口
大摩估计，第三季度数据中心内存价格较第二季度同类产品环比上涨至少25%，高于大摩自身及第三方机构的此前预测。大摩指出，此轮存储周期的核心逻辑在于，内存正日益成为AI基础设施建设的主要瓶颈之一，这一结构性约束预计将持续数年。在此背景下，大摩认为存储股的风险回报正在快速追赶此前更受青睐的英伟达和博通，维持对存储板块的积极判断，将此次回调定性为具有吸引力的买入窗口。
存储概念股悉数上扬 闪迪(SNDK)领涨5.65% 大摩维持积极判断并称当前为买入窗口
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浪潮上的小舢板
浪潮上的小舢板
·
07-17
地瓜机器人是地平线的全资子公司
兆易创新(03986)宣布与地瓜机器人达成合作 加速具身智能产业规模化发展
金吾财讯 | 据兆易创新官方公众号最新消息，兆易创新(03986)与地瓜机器人宣布基于GD32MCU与旭日S600达成战略合作，并将从产品方案、生态协同、标准共推三个维度展开全面合作，加速具身智能产业规模化发展。据介绍，双方将依托兆易创新GD32H7、GD32F5等全系高性能MCU矩阵与地瓜机器人旭日S600、旭日S100全系具身智能计算平台，共同打造“高性能计算+实时控制”一体化系统级解决方案，致力打通具身智能从上层算力决策到底层实时控制的全链路能力，共同推动行业从单点技术突破走向标准化、规模化的量产交付。据悉，地瓜机器人是业界领先的机器人软硬件通用底座提供商。
兆易创新(03986)宣布与地瓜机器人达成合作 加速具身智能产业规模化发展
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股市9527
股市9527
·
07-16
这个人也就是著名的韭菜 跟她的投资收益裤衩子都赔掉了
木头姐日内调仓分化 持续加码航天军工 减持农业基因标的
当日资金投入力度最大的标的为太空探索技术公司 ，多只 ARK 系 ETF 合计斥资 1670 万美元，买入 122807 股，对应成交均价约 135.99 美元，机构持续加大航天赛道配置比重。
木头姐日内调仓分化 持续加码航天军工 减持农业基因标的
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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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Cartman
Cartman
·
07-13
哈哈哈哈哈哈哈哈哈哈哈哈跟菊花混能有什么好下场
赛力斯(09927)AH股齐挫 料中期由盈转亏
金吾财讯 | 赛力斯 发盈警，拖累股价表现，截至发稿，报42.68港元，跌10.71%，成交额3761.41万港元。此外，对应A股赛力斯同步走地，暂报54.8元人民币，跌8.51%，成交额8.54亿元人民币。据公告显示，与上年同期录得归属于上市公司股东的净利润29.41亿元相比，预期截至2026年6月30日止6个月录得归属于上市公司股东的净亏损为15亿到18亿元。其中，预计赛力斯汽车2026年半年度实现归属于上市公司股东的净亏损为10.5亿到13亿元。
赛力斯(09927)AH股齐挫 料中期由盈转亏
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汉堡__chen__GI
汉堡__chen__GI
·
07-21 14:51
就要抵制他们
小米上调出货目标 下游厂商抵制存储涨价并认为价格拐点将至
金吾财讯 | 据悉，小米已将2026年全年智能手机出货目标从约9000万部上调至1.1亿部，增幅约16%，上调的增量部分主要来自低端机型。一位接近小米的人士告诉界面新闻，此次上调出货目标是小米内部认为当前的存储行情有望迎来反转。上述人士还表示，此次小米上调出货目标带来的信号是，存储下游的厂商已经不愿意再为持续攀升的存储成本买单了，当需求端的容忍度触及天花板，价格上涨的动能便可能出现拐点。
小米上调出货目标 下游厂商抵制存储涨价并认为价格拐点将至
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2
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cky10327
cky10327
·
07-21 00:27
不是之前各种做空观点嘛，变得真快
存储概念股悉数上扬 闪迪(SNDK)领涨5.65% 大摩维持积极判断并称当前为买入窗口
大摩估计，第三季度数据中心内存价格较第二季度同类产品环比上涨至少25%，高于大摩自身及第三方机构的此前预测。大摩指出，此轮存储周期的核心逻辑在于，内存正日益成为AI基础设施建设的主要瓶颈之一，这一结构性约束预计将持续数年。在此背景下，大摩认为存储股的风险回报正在快速追赶此前更受青睐的英伟达和博通，维持对存储板块的积极判断，将此次回调定性为具有吸引力的买入窗口。
存储概念股悉数上扬 闪迪(SNDK)领涨5.65% 大摩维持积极判断并称当前为买入窗口
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125
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点赞
编组 21备份 2
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浪潮上的小舢板
浪潮上的小舢板
·
07-17
地瓜机器人是地平线的全资子公司
兆易创新(03986)宣布与地瓜机器人达成合作 加速具身智能产业规模化发展
金吾财讯 | 据兆易创新官方公众号最新消息，兆易创新(03986)与地瓜机器人宣布基于GD32MCU与旭日S600达成战略合作，并将从产品方案、生态协同、标准共推三个维度展开全面合作，加速具身智能产业规模化发展。据介绍，双方将依托兆易创新GD32H7、GD32F5等全系高性能MCU矩阵与地瓜机器人旭日S600、旭日S100全系具身智能计算平台，共同打造“高性能计算+实时控制”一体化系统级解决方案，致力打通具身智能从上层算力决策到底层实时控制的全链路能力，共同推动行业从单点技术突破走向标准化、规模化的量产交付。据悉，地瓜机器人是业界领先的机器人软硬件通用底座提供商。
兆易创新(03986)宣布与地瓜机器人达成合作 加速具身智能产业规模化发展
看
263
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1
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股市9527
股市9527
·
07-16
这个人也就是著名的韭菜 跟她的投资收益裤衩子都赔掉了
木头姐日内调仓分化 持续加码航天军工 减持农业基因标的
当日资金投入力度最大的标的为太空探索技术公司 ，多只 ARK 系 ETF 合计斥资 1670 万美元，买入 122807 股，对应成交均价约 135.99 美元，机构持续加大航天赛道配置比重。
木头姐日内调仓分化 持续加码航天军工 减持农业基因标的
看
102
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点赞
编组 21备份 2
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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
看
250
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编组 21备份 2
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Cartman
Cartman
·
07-13
哈哈哈哈哈哈哈哈哈哈哈哈跟菊花混能有什么好下场
赛力斯(09927)AH股齐挫 料中期由盈转亏
金吾财讯 | 赛力斯 发盈警，拖累股价表现，截至发稿，报42.68港元，跌10.71%，成交额3761.41万港元。此外，对应A股赛力斯同步走地，暂报54.8元人民币，跌8.51%，成交额8.54亿元人民币。据公告显示，与上年同期录得归属于上市公司股东的净利润29.41亿元相比，预期截至2026年6月30日止6个月录得归属于上市公司股东的净亏损为15亿到18亿元。其中，预计赛力斯汽车2026年半年度实现归属于上市公司股东的净亏损为10.5亿到13亿元。
赛力斯(09927)AH股齐挫 料中期由盈转亏
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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\">2026-07-21 10:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 据悉，<a href=\"https://laohu8.com/S/XIACY\">小米</a>已将2026年全年智能手机出货目标从约9000万部上调至1.1亿部，增幅约16%，上调的增量部分主要来自低端机型。一位接近<a href=\"https://laohu8.com/S/01810\">小米</a>的人士告诉界面新闻，此次上调出货目标是<a href=\"https://laohu8.com/S/81810\">小米</a>内部认为当前的存储行情有望迎来反转。受上游存储芯片的短期与成本持续上涨，小米在今年曾两次下调其出货目标。当前手机等下游厂商对当前存储的涨价已经开始出现明显的抵制情绪，其中OPPO、vivo在前不久就拒绝了<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>第三季度的报价，尽管这份报价对比前两个季度涨幅并不多。上述人士还表示，此次小米上调出货目标带来的信号是，存储下游的厂商已经不愿意再为持续攀升的存储成本买单了，当需求端的容忍度触及天花板，价格上涨的动能便可能出现拐点。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20241108/OWI3ZjY5NWRmZjU4M2NjYTgyNzA0NzY5MDM5NQ==.jpg","relate_stocks":{},"source_url":"1986361","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2653324025","content_text":"金吾财讯 | 据悉，小米已将2026年全年智能手机出货目标从约9000万部上调至1.1亿部，增幅约16%，上调的增量部分主要来自低端机型。一位接近小米的人士告诉界面新闻，此次上调出货目标是小米内部认为当前的存储行情有望迎来反转。受上游存储芯片的短期与成本持续上涨，小米在今年曾两次下调其出货目标。当前手机等下游厂商对当前存储的涨价已经开始出现明显的抵制情绪，其中OPPO、vivo在前不久就拒绝了三星第三季度的报价，尽管这份报价对比前两个季度涨幅并不多。上述人士还表示，此次小米上调出货目标带来的信号是，存储下游的厂商已经不愿意再为持续攀升的存储成本买单了，当需求端的容忍度触及天花板，价格上涨的动能便可能出现拐点。","news_type":1,"symbols_score_info":{"81810":0.6,"HXXD.SI":0.6,"01810":1.93,"XIACY":1.93}},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":587912886821752,"gmtCreate":1784564852675,"gmtModify":1784564854741,"author":{"id":"3437638669595671","authorId":"3437638669595671","name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3437638669595671","idStr":"3437638669595671"},"themes":[],"title":"","htmlText":"不是之前各种做空观点嘛，变得真快","listText":"不是之前各种做空观点嘛，变得真快","text":"不是之前各种做空观点嘛，变得真快","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/587912886821752","repostId":"2652421926","repostType":2,"repost":{"id":"2652421926","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":1784555268,"share":"https://www.laohu8.com/m/news/2652421926?lang=zh_CN&edition=full","pubTime":"2026-07-20 21:47","market":"sh","language":"zh","title":"存储概念股悉数上扬 闪迪(SNDK)领涨5.65% 大摩维持积极判断并称当前为买入窗口","url":"https://stock-news.laohu8.com/highlight/detail?id=2652421926","media":"金吾财讯","summary":"大摩估计，第三季度数据中心内存价格较第二季度同类产品环比上涨至少25%，高于大摩自身及第三方机构的此前预测。大摩指出，此轮存储周期的核心逻辑在于，内存正日益成为AI基础设施建设的主要瓶颈之一，这一结构性约束预计将持续数年。在此背景下，大摩认为存储股的风险回报正在快速追赶此前更受青睐的英伟达和博通，维持对存储板块的积极判断，将此次回调定性为具有吸引力的买入窗口。","content":"<html><body><p>金吾财讯 | 美股存储概念股盘初悉数上扬，截至发稿，<a href=\"https://laohu8.com/S/SNDK\">闪迪</a> (SNDK) 涨 5.65%，<a href=\"https://laohu8.com/S/MU\">美光科技</a> (MU) 涨 5.46%，<a href=\"https://laohu8.com/S/WDC\">西部数据</a> (WDC) 涨 5.48%，<a href=\"https://laohu8.com/S/STX\">希捷科技</a> (STX) 涨 5.08%，SK 海力士 (SKHY) 涨 5.02%，<a href=\"https://laohu8.com/S/RMBS\">Rambus</a> (RMBS) 涨 4.21%，<a href=\"https://laohu8.com/S/SIMO\">慧荣科技</a> (SIMO) 涨 0.95%。消息面上，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>新近研究报告披露，分析师Joseph Moore及其团队上周密集走访数据中心采购渠道后确认，存储短缺的强度没有任何减弱迹象。大摩估计，第三季度数据中心内存价格较第二季度同类产品环比上涨至少25%，高于大摩自身及第三方机构的此前预测。大摩指出，此轮存储周期的核心逻辑在于，内存正日益成为AI基础设施建设的主要瓶颈之一，这一结构性约束预计将持续数年。在此背景下，大摩认为存储股的风险回报正在快速追赶此前更受青睐的<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/AVGO\">博通</a>，维持对存储板块的积极判断，将此次回调定性为具有吸引力的买入窗口。</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>存储概念股悉数上扬 闪迪(SNDK)领涨5.65% 大摩维持积极判断并称当前为买入窗口</title>\n<style 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美股存储概念股盘初悉数上扬，截至发稿，<a href=\"https://laohu8.com/S/SNDK\">闪迪</a> (SNDK) 涨 5.65%，<a href=\"https://laohu8.com/S/MU\">美光科技</a> (MU) 涨 5.46%，<a href=\"https://laohu8.com/S/WDC\">西部数据</a> (WDC) 涨 5.48%，<a href=\"https://laohu8.com/S/STX\">希捷科技</a> (STX) 涨 5.08%，SK 海力士 (SKHY) 涨 5.02%，<a href=\"https://laohu8.com/S/RMBS\">Rambus</a> (RMBS) 涨 4.21%，<a href=\"https://laohu8.com/S/SIMO\">慧荣科技</a> (SIMO) 涨 0.95%。消息面上，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>新近研究报告披露，分析师Joseph Moore及其团队上周密集走访数据中心采购渠道后确认，存储短缺的强度没有任何减弱迹象。大摩估计，第三季度数据中心内存价格较第二季度同类产品环比上涨至少25%，高于大摩自身及第三方机构的此前预测。大摩指出，此轮存储周期的核心逻辑在于，内存正日益成为AI基础设施建设的主要瓶颈之一，这一结构性约束预计将持续数年。在此背景下，大摩认为存储股的风险回报正在快速追赶此前更受青睐的<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/AVGO\">博通</a>，维持对存储板块的积极判断，将此次回调定性为具有吸引力的买入窗口。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/M2RkMDMzZDc5MTczNjIzNzY2ODA2Mg==.png","relate_stocks":{"LU2063271972.USD":"富兰克林创新领域基金","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","RULE":"Adaptive Core ETF","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","FTXL":"First Trust Nasdaq 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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\">2026-07-17 12:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 据<a href=\"https://laohu8.com/S/603986\">兆易创新</a>官方公众号最新消息，<a href=\"https://laohu8.com/S/03986\">兆易创新</a>(03986)与地瓜机器人宣布基于GD32MCU与旭日S600达成战略合作，并将从产品方案、生态协同、标准共推三个维度展开全面合作，加速具身智能产业规模化发展。据介绍，双方将依托兆易创新GD32H7、GD32F5等全系高性能MCU<a href=\"https://laohu8.com/S/301365\">矩阵</a>与地瓜机器人旭日S600、旭日S100全系具身智能计算平台，共同打造“高性能计算+实时控制”一体化系统级解决方案，致力打通具身智能从上层算力决策到底层实时控制的全链路能力，共同推动行业从单点技术突破走向标准化、规模化的量产交付。据悉，地瓜机器人是业界领先的机器人软硬件通用底座提供商。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20241108/MGM1MTEwODE5MDc1ODM4MQ==.jpg","relate_stocks":{"603986":"兆易创新","LU2039709279.SGD":"MANULIFE 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据兆易创新官方公众号最新消息，兆易创新(03986)与地瓜机器人宣布基于GD32MCU与旭日S600达成战略合作，并将从产品方案、生态协同、标准共推三个维度展开全面合作，加速具身智能产业规模化发展。据介绍，双方将依托兆易创新GD32H7、GD32F5等全系高性能MCU矩阵与地瓜机器人旭日S600、旭日S100全系具身智能计算平台，共同打造“高性能计算+实时控制”一体化系统级解决方案，致力打通具身智能从上层算力决策到底层实时控制的全链路能力，共同推动行业从单点技术突破走向标准化、规模化的量产交付。据悉，地瓜机器人是业界领先的机器人软硬件通用底座提供商。","news_type":1,"symbols_score_info":{"603986":1.5,"ROBO":1.5,"KOMP":1.5,"03986":1.5}},"isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":586474045939992,"gmtCreate":1784213654774,"gmtModify":1784213656654,"author":{"id":"4091799483385130","authorId":"4091799483385130","name":"股市9527","avatar":"https://static.tigerbbs.com/7fd42aa6081828619228897cc07fe142","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091799483385130","idStr":"4091799483385130"},"themes":[],"title":"","htmlText":"这个人也就是著名的韭菜 跟她的投资收益裤衩子都赔掉了","listText":"这个人也就是著名的韭菜 跟她的投资收益裤衩子都赔掉了","text":"这个人也就是著名的韭菜 跟她的投资收益裤衩子都赔掉了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/586474045939992","repostId":"2651443872","repostType":2,"repost":{"id":"2651443872","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":1784195848,"share":"https://www.laohu8.com/m/news/2651443872?lang=zh_CN&edition=full","pubTime":"2026-07-16 17:57","market":"nz","language":"zh","title":"木头姐日内调仓分化 持续加码航天军工 减持农业基因标的","url":"https://stock-news.laohu8.com/highlight/detail?id=2651443872","media":"金吾财讯","summary":"当日资金投入力度最大的标的为太空探索技术公司 ，多只 ARK 系 ETF 合计斥资 1670 万美元，买入 122807 股，对应成交均价约 135.99 美元，机构持续加大航天赛道配置比重。","content":"<html><body><p>金吾财讯 | 凯茜・伍德旗下 ARK Invest 于周三完成多只标的大额调仓，整体呈现增持<a href=\"https://laohu8.com/S/000901\">航天</a>、基因编辑创新企业，同步减持农机、基因测序类个股的操作思路，多只旗下 ETF 同步参与交易，资金在不同成长赛道间重新分配。当日资金投入力度最大的标的为太空探索技术公司 (SPCX)，多只 ARK 系 ETF 合计斥资 1670 万美元，买入 122807 股，对应成交均价约 135.99 美元，机构持续加大<a href=\"https://laohu8.com/S/00031\">航天</a>赛道配置比重。</p><p>减持端延续此前阶段性出货节奏，农机龙头 Deere & Co (DE)、基因测序企业 <a href=\"https://laohu8.com/S/TWST\">Twist Bioscience Corp</a> (TWST)、10X Genomics Inc (TXG) 均遭遇抛售。其中卖出 6833 股 DE，回笼资金近 400 万美元；抛售 71209 股 TWST，交易总额 658.90 万美元；ARKK ETF 卖出 99977 股 TXG，套现 457.79 万美元，基因测序、传统农业设备板块持仓持续收缩。</p><p>同期机构同步布局两条高成长细分赛道，基因编辑与国防军工均获资金加仓。ARKG ETF 购入 32751 股 Beam <a href=\"https://laohu8.com/S/LENZ\">Therapeutics</a> (BEAM)，投入资金 101.17 万美元；ARKQ、ARKX 两只航天军工主题 ETF 联合买入 34123 股 Kratos Defense and Security Solutions Inc (KTOS)，合计投入 171.84 万美元。</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>木头姐日内调仓分化 持续加码航天军工 减持农业基因标的</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{ 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; 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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木头姐日内调仓分化 持续加码航天军工 减持农业基因标的\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\">2026-07-16 17:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 凯茜・伍德旗下 ARK Invest 于周三完成多只标的大额调仓，整体呈现增持<a href=\"https://laohu8.com/S/000901\">航天</a>、基因编辑创新企业，同步减持农机、基因测序类个股的操作思路，多只旗下 ETF 同步参与交易，资金在不同成长赛道间重新分配。当日资金投入力度最大的标的为太空探索技术公司 (SPCX)，多只 ARK 系 ETF 合计斥资 1670 万美元，买入 122807 股，对应成交均价约 135.99 美元，机构持续加大<a href=\"https://laohu8.com/S/00031\">航天</a>赛道配置比重。</p><p>减持端延续此前阶段性出货节奏，农机龙头 Deere & Co (DE)、基因测序企业 <a href=\"https://laohu8.com/S/TWST\">Twist Bioscience Corp</a> (TWST)、10X Genomics Inc (TXG) 均遭遇抛售。其中卖出 6833 股 DE，回笼资金近 400 万美元；抛售 71209 股 TWST，交易总额 658.90 万美元；ARKK ETF 卖出 99977 股 TXG，套现 457.79 万美元，基因测序、传统农业设备板块持仓持续收缩。</p><p>同期机构同步布局两条高成长细分赛道，基因编辑与国防军工均获资金加仓。ARKG ETF 购入 32751 股 Beam <a href=\"https://laohu8.com/S/LENZ\">Therapeutics</a> (BEAM)，投入资金 101.17 万美元；ARKQ、ARKX 两只航天军工主题 ETF 联合买入 34123 股 Kratos Defense and Security Solutions Inc (KTOS)，合计投入 171.84 万美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/NjEzNTY0MzU5MDE2.png","relate_stocks":{"159041":"农业","161024":"军工","CBXA":"Calamos Bitcoin 90 Series Structured Alt Protection ETF – April","LOFF":"2倍做多SpaceX ETF-Direxion","BTRN":"比特币期货ETF-Global X","ARKF":"ARK Fintech Innovation ETF","CBXJ":"Calamos Bitcoin 90 Series Structured Alt Protection ETF - January","HODL":"比特币ETF-VanEck","GNOM":"Global X Genomics & Biotechnology ETF","BITB":"比特币ETF-Bitwise","DE":"迪尔股份有限公司","ARKG":"ARK Genomic Revolution ETF","BETH":"比特币&以太币期货ETF-ProShares","BEAM":"Beam Therapeutics, Inc.","SNK":"2倍做空SpaceX ETF-GraniteShares","SPCU":"2倍做多SpaceX ETF-Defiance","SHLD":"Global X Defense Tech ETF","SPAL":"2倍做多Space X ETF-GraniteShares","ARKK":"ARK Innovation ETF","SPCF":"2倍做多SpaceX ETF-ProShares","BCCC":"Global X Bitcoin Covered Call 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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":"sh","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; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英特尔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":{"LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","HK0000304805.HKD":"PICTET 战略收益基金 P类港元","CHPS":"XTRACKERS SEMICONDUCTOR SELECT EQUITY ETF","BK4543":"AI","BK4512":"苹果概念","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","FTXL":"First Trust Nasdaq Semiconductor ETF","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","XNTK":"SPDR NYSE Technology ETF","AIS":"VistaShares Artificial Intelligence Supercycle ETF","BK4527":"明星科技股","HK0000304797.USD":"PICTET 战略收益基金 P类 美元","TTEQ":"T. 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ACC","BK4585":"ETF&股票定投概念","LU0097036916.USD":"贝莱德美国增长A2 USD","BK4554":"元宇宙及AR概念"},"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":{"04335":1.97,"AIS":0.6,"LINT":0.6,"SOXX":0.6,"QQQA":0.6,"CHPS":0.6,"INTW":0.6,"TTEQ":0.6,"FTXL":0.6,"LEGR":0.6,"INTC":1.97,"AIQ":0.6,"XNTK":0.6,"DRIV":0.6}},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":585224461689536,"gmtCreate":1783908496179,"gmtModify":1783908498072,"author":{"id":"3577672619163332","authorId":"3577672619163332","name":"Cartman","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577672619163332","idStr":"3577672619163332"},"themes":[],"title":"","htmlText":"哈哈哈哈哈哈哈哈哈哈哈哈跟菊花混能有什么好下场","listText":"哈哈哈哈哈哈哈哈哈哈哈哈跟菊花混能有什么好下场","text":"哈哈哈哈哈哈哈哈哈哈哈哈跟菊花混能有什么好下场","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/585224461689536","repostId":"2651516268","repostType":2,"repost":{"id":"2651516268","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":1783906914,"share":"https://www.laohu8.com/m/news/2651516268?lang=zh_CN&edition=full","pubTime":"2026-07-13 09:41","market":"nz","language":"zh","title":"赛力斯(09927)AH股齐挫 料中期由盈转亏","url":"https://stock-news.laohu8.com/highlight/detail?id=2651516268","media":"金吾财讯","summary":"金吾财讯 | 赛力斯 发盈警，拖累股价表现，截至发稿，报42.68港元，跌10.71%，成交额3761.41万港元。此外，对应A股赛力斯同步走地，暂报54.8元人民币，跌8.51%，成交额8.54亿元人民币。据公告显示，与上年同期录得归属于上市公司股东的净利润29.41亿元相比，预期截至2026年6月30日止6个月录得归属于上市公司股东的净亏损为15亿到18亿元。其中，预计赛力斯汽车2026年半年度实现归属于上市公司股东的净亏损为10.5亿到13亿元。","content":"<html><body><p>金吾财讯 | <a href=\"https://laohu8.com/S/601127\">赛力斯</a>(09927)发盈警，拖累股价表现，截至发稿，报42.68港元，跌10.71%，成交额3761.41万港元。此外，对应A股<a href=\"https://laohu8.com/S/09927\">赛力斯</a>(601127)同步走地，暂报54.8元人民币，跌8.51%，成交额8.54亿元人民币。据公告显示，与上年同期录得归属于上市公司股东的净利润29.41亿元(人民币，下同)相比，预期截至2026年6月30日止6个月录得归属于上市公司股东的净亏损为15亿到18亿元。其中，预计赛力斯汽车(问界汽车)2026年半年度实现归属于上市公司股东的净亏损为10.5亿到13亿元。公告指，受存储芯片、工业金属、碳酸锂等主要原材料价格上涨等因素的影响，公司生产成本随之增加；基于审慎性原则并进一步夯实整体资产质量，结合资产后续收益预期，对部分因技术迭代、车型换代导致适配性有限的存量资产调整帐面价值。受上述因素影响，公司核心子公司问界汽车业绩出现波动，由盈转亏，其二季度归属于上市公司股东的净亏损为19亿到21.5亿元。因此，预计公司本期合并口径归属于上市公司股东的净利润为负值。当前，公司保持充裕的现金储备和稳健的资产负债结构，能够为业务发展、技术研发及战略投入提供坚实保障，具备良好的持续经营能力和风险抵御能力。</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>赛力斯(09927)AH股齐挫 料中期由盈转亏</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赛力斯(09927)AH股齐挫 料中期由盈转亏\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\">2026-07-13 09:41</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/601127\">赛力斯</a>(09927)发盈警，拖累股价表现，截至发稿，报42.68港元，跌10.71%，成交额3761.41万港元。此外，对应A股<a href=\"https://laohu8.com/S/09927\">赛力斯</a>(601127)同步走地，暂报54.8元人民币，跌8.51%，成交额8.54亿元人民币。据公告显示，与上年同期录得归属于上市公司股东的净利润29.41亿元(人民币，下同)相比，预期截至2026年6月30日止6个月录得归属于上市公司股东的净亏损为15亿到18亿元。其中，预计赛力斯汽车(问界汽车)2026年半年度实现归属于上市公司股东的净亏损为10.5亿到13亿元。公告指，受存储芯片、工业金属、碳酸锂等主要原材料价格上涨等因素的影响，公司生产成本随之增加；基于审慎性原则并进一步夯实整体资产质量，结合资产后续收益预期，对部分因技术迭代、车型换代导致适配性有限的存量资产调整帐面价值。受上述因素影响，公司核心子公司问界汽车业绩出现波动，由盈转亏，其二季度归属于上市公司股东的净亏损为19亿到21.5亿元。因此，预计公司本期合并口径归属于上市公司股东的净利润为负值。当前，公司保持充裕的现金储备和稳健的资产负债结构，能够为业务发展、技术研发及战略投入提供坚实保障，具备良好的持续经营能力和风险抵御能力。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20200908/YzIxOTk5NDIxODE3ODE=.png","relate_stocks":{"601127":"赛力斯","BK1119":"汽车制造商","BK0264":"汽车制造","BK0012":"证金概念","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","09927":"赛力斯","BK0028":"国家队","BK0185":"二线龙头","BK0014":"新能源汽车","BK0201":"可转债","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)"},"source_url":"1985665","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2651516268","content_text":"金吾财讯 | 赛力斯(09927)发盈警，拖累股价表现，截至发稿，报42.68港元，跌10.71%，成交额3761.41万港元。此外，对应A股赛力斯(601127)同步走地，暂报54.8元人民币，跌8.51%，成交额8.54亿元人民币。据公告显示，与上年同期录得归属于上市公司股东的净利润29.41亿元(人民币，下同)相比，预期截至2026年6月30日止6个月录得归属于上市公司股东的净亏损为15亿到18亿元。其中，预计赛力斯汽车(问界汽车)2026年半年度实现归属于上市公司股东的净亏损为10.5亿到13亿元。公告指，受存储芯片、工业金属、碳酸锂等主要原材料价格上涨等因素的影响，公司生产成本随之增加；基于审慎性原则并进一步夯实整体资产质量，结合资产后续收益预期，对部分因技术迭代、车型换代导致适配性有限的存量资产调整帐面价值。受上述因素影响，公司核心子公司问界汽车业绩出现波动，由盈转亏，其二季度归属于上市公司股东的净亏损为19亿到21.5亿元。因此，预计公司本期合并口径归属于上市公司股东的净利润为负值。当前，公司保持充裕的现金储备和稳健的资产负债结构，能够为业务发展、技术研发及战略投入提供坚实保障，具备良好的持续经营能力和风险抵御能力。","news_type":1,"symbols_score_info":{"601127":1.89,"09927":1.89}},"isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"essenList":[{"id":588130733600840,"gmtCreate":1784616702752,"gmtModify":1784616704697,"author":{"id":"3540846122562923","authorId":"3540846122562923","name":"汉堡__chen__GI","avatar":"https://static.tigerbbs.com/9ab38e6199c26e84e70acb4615eff849","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3540846122562923","idStr":"3540846122562923"},"themes":[],"title":"","htmlText":"就要抵制他们","listText":"就要抵制他们","text":"就要抵制他们","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/588130733600840","repostId":"2653324025","repostType":2,"repost":{"id":"2653324025","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":1784600208,"share":"https://www.laohu8.com/m/news/2653324025?lang=zh_CN&edition=full","pubTime":"2026-07-21 10:16","market":"nz","language":"zh","title":"小米上调出货目标 下游厂商抵制存储涨价并认为价格拐点将至","url":"https://stock-news.laohu8.com/highlight/detail?id=2653324025","media":"金吾财讯","summary":"金吾财讯 | 据悉，小米已将2026年全年智能手机出货目标从约9000万部上调至1.1亿部，增幅约16%，上调的增量部分主要来自低端机型。一位接近小米的人士告诉界面新闻，此次上调出货目标是小米内部认为当前的存储行情有望迎来反转。上述人士还表示，此次小米上调出货目标带来的信号是，存储下游的厂商已经不愿意再为持续攀升的存储成本买单了，当需求端的容忍度触及天花板，价格上涨的动能便可能出现拐点。","content":"<html><body><p>金吾财讯 | 据悉，<a href=\"https://laohu8.com/S/XIACY\">小米</a>已将2026年全年智能手机出货目标从约9000万部上调至1.1亿部，增幅约16%，上调的增量部分主要来自低端机型。一位接近<a href=\"https://laohu8.com/S/01810\">小米</a>的人士告诉界面新闻，此次上调出货目标是<a href=\"https://laohu8.com/S/81810\">小米</a>内部认为当前的存储行情有望迎来反转。受上游存储芯片的短期与成本持续上涨，小米在今年曾两次下调其出货目标。当前手机等下游厂商对当前存储的涨价已经开始出现明显的抵制情绪，其中OPPO、vivo在前不久就拒绝了<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>第三季度的报价，尽管这份报价对比前两个季度涨幅并不多。上述人士还表示，此次小米上调出货目标带来的信号是，存储下游的厂商已经不愿意再为持续攀升的存储成本买单了，当需求端的容忍度触及天花板，价格上涨的动能便可能出现拐点。</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>小米上调出货目标 下游厂商抵制存储涨价并认为价格拐点将至</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; 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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\">2026-07-21 10:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 据悉，<a href=\"https://laohu8.com/S/XIACY\">小米</a>已将2026年全年智能手机出货目标从约9000万部上调至1.1亿部，增幅约16%，上调的增量部分主要来自低端机型。一位接近<a href=\"https://laohu8.com/S/01810\">小米</a>的人士告诉界面新闻，此次上调出货目标是<a href=\"https://laohu8.com/S/81810\">小米</a>内部认为当前的存储行情有望迎来反转。受上游存储芯片的短期与成本持续上涨，小米在今年曾两次下调其出货目标。当前手机等下游厂商对当前存储的涨价已经开始出现明显的抵制情绪，其中OPPO、vivo在前不久就拒绝了<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>第三季度的报价，尽管这份报价对比前两个季度涨幅并不多。上述人士还表示，此次小米上调出货目标带来的信号是，存储下游的厂商已经不愿意再为持续攀升的存储成本买单了，当需求端的容忍度触及天花板，价格上涨的动能便可能出现拐点。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20241108/OWI3ZjY5NWRmZjU4M2NjYTgyNzA0NzY5MDM5NQ==.jpg","relate_stocks":{},"source_url":"1986361","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2653324025","content_text":"金吾财讯 | 据悉，小米已将2026年全年智能手机出货目标从约9000万部上调至1.1亿部，增幅约16%，上调的增量部分主要来自低端机型。一位接近小米的人士告诉界面新闻，此次上调出货目标是小米内部认为当前的存储行情有望迎来反转。受上游存储芯片的短期与成本持续上涨，小米在今年曾两次下调其出货目标。当前手机等下游厂商对当前存储的涨价已经开始出现明显的抵制情绪，其中OPPO、vivo在前不久就拒绝了三星第三季度的报价，尽管这份报价对比前两个季度涨幅并不多。上述人士还表示，此次小米上调出货目标带来的信号是，存储下游的厂商已经不愿意再为持续攀升的存储成本买单了，当需求端的容忍度触及天花板，价格上涨的动能便可能出现拐点。","news_type":1,"symbols_score_info":{"81810":0.6,"HXXD.SI":0.6,"01810":1.93,"XIACY":1.93}},"isVote":1,"tweetType":1,"viewCount":2,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":587912886821752,"gmtCreate":1784564852675,"gmtModify":1784564854741,"author":{"id":"3437638669595671","authorId":"3437638669595671","name":"cky10327","avatar":"https://static.tigerbbs.com/acdead004b0adf71a64965b49b032882","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3437638669595671","idStr":"3437638669595671"},"themes":[],"title":"","htmlText":"不是之前各种做空观点嘛，变得真快","listText":"不是之前各种做空观点嘛，变得真快","text":"不是之前各种做空观点嘛，变得真快","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/587912886821752","repostId":"2652421926","repostType":2,"repost":{"id":"2652421926","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":1784555268,"share":"https://www.laohu8.com/m/news/2652421926?lang=zh_CN&edition=full","pubTime":"2026-07-20 21:47","market":"sh","language":"zh","title":"存储概念股悉数上扬 闪迪(SNDK)领涨5.65% 大摩维持积极判断并称当前为买入窗口","url":"https://stock-news.laohu8.com/highlight/detail?id=2652421926","media":"金吾财讯","summary":"大摩估计，第三季度数据中心内存价格较第二季度同类产品环比上涨至少25%，高于大摩自身及第三方机构的此前预测。大摩指出，此轮存储周期的核心逻辑在于，内存正日益成为AI基础设施建设的主要瓶颈之一，这一结构性约束预计将持续数年。在此背景下，大摩认为存储股的风险回报正在快速追赶此前更受青睐的英伟达和博通，维持对存储板块的积极判断，将此次回调定性为具有吸引力的买入窗口。","content":"<html><body><p>金吾财讯 | 美股存储概念股盘初悉数上扬，截至发稿，<a href=\"https://laohu8.com/S/SNDK\">闪迪</a> (SNDK) 涨 5.65%，<a href=\"https://laohu8.com/S/MU\">美光科技</a> (MU) 涨 5.46%，<a href=\"https://laohu8.com/S/WDC\">西部数据</a> (WDC) 涨 5.48%，<a href=\"https://laohu8.com/S/STX\">希捷科技</a> (STX) 涨 5.08%，SK 海力士 (SKHY) 涨 5.02%，<a href=\"https://laohu8.com/S/RMBS\">Rambus</a> (RMBS) 涨 4.21%，<a href=\"https://laohu8.com/S/SIMO\">慧荣科技</a> (SIMO) 涨 0.95%。消息面上，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>新近研究报告披露，分析师Joseph Moore及其团队上周密集走访数据中心采购渠道后确认，存储短缺的强度没有任何减弱迹象。大摩估计，第三季度数据中心内存价格较第二季度同类产品环比上涨至少25%，高于大摩自身及第三方机构的此前预测。大摩指出，此轮存储周期的核心逻辑在于，内存正日益成为AI基础设施建设的主要瓶颈之一，这一结构性约束预计将持续数年。在此背景下，大摩认为存储股的风险回报正在快速追赶此前更受青睐的<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/AVGO\">博通</a>，维持对存储板块的积极判断，将此次回调定性为具有吸引力的买入窗口。</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>存储概念股悉数上扬 闪迪(SNDK)领涨5.65% 大摩维持积极判断并称当前为买入窗口</title>\n<style 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美股存储概念股盘初悉数上扬，截至发稿，<a href=\"https://laohu8.com/S/SNDK\">闪迪</a> (SNDK) 涨 5.65%，<a href=\"https://laohu8.com/S/MU\">美光科技</a> (MU) 涨 5.46%，<a href=\"https://laohu8.com/S/WDC\">西部数据</a> (WDC) 涨 5.48%，<a href=\"https://laohu8.com/S/STX\">希捷科技</a> (STX) 涨 5.08%，SK 海力士 (SKHY) 涨 5.02%，<a href=\"https://laohu8.com/S/RMBS\">Rambus</a> (RMBS) 涨 4.21%，<a href=\"https://laohu8.com/S/SIMO\">慧荣科技</a> (SIMO) 涨 0.95%。消息面上，<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>新近研究报告披露，分析师Joseph Moore及其团队上周密集走访数据中心采购渠道后确认，存储短缺的强度没有任何减弱迹象。大摩估计，第三季度数据中心内存价格较第二季度同类产品环比上涨至少25%，高于大摩自身及第三方机构的此前预测。大摩指出，此轮存储周期的核心逻辑在于，内存正日益成为AI基础设施建设的主要瓶颈之一，这一结构性约束预计将持续数年。在此背景下，大摩认为存储股的风险回报正在快速追赶此前更受青睐的<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/AVGO\">博通</a>，维持对存储板块的积极判断，将此次回调定性为具有吸引力的买入窗口。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/M2RkMDMzZDc5MTczNjIzNzY2ODA2Mg==.png","relate_stocks":{"LU2063271972.USD":"富兰克林创新领域基金","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","BK4534":"瑞士信贷持仓","BK4141":"半导体产品","RULE":"Adaptive Core ETF","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","FTXL":"First Trust Nasdaq 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12:29","market":"sh","language":"zh","title":"兆易创新(03986)宣布与地瓜机器人达成合作 加速具身智能产业规模化发展","url":"https://stock-news.laohu8.com/highlight/detail?id=2652347481","media":"金吾财讯","summary":"金吾财讯 | 据兆易创新官方公众号最新消息，兆易创新(03986)与地瓜机器人宣布基于GD32MCU与旭日S600达成战略合作，并将从产品方案、生态协同、标准共推三个维度展开全面合作，加速具身智能产业规模化发展。据介绍，双方将依托兆易创新GD32H7、GD32F5等全系高性能MCU矩阵与地瓜机器人旭日S600、旭日S100全系具身智能计算平台，共同打造“高性能计算+实时控制”一体化系统级解决方案，致力打通具身智能从上层算力决策到底层实时控制的全链路能力，共同推动行业从单点技术突破走向标准化、规模化的量产交付。据悉，地瓜机器人是业界领先的机器人软硬件通用底座提供商。","content":"<html><body><p>金吾财讯 | 据<a href=\"https://laohu8.com/S/603986\">兆易创新</a>官方公众号最新消息，<a href=\"https://laohu8.com/S/03986\">兆易创新</a>(03986)与地瓜机器人宣布基于GD32MCU与旭日S600达成战略合作，并将从产品方案、生态协同、标准共推三个维度展开全面合作，加速具身智能产业规模化发展。据介绍，双方将依托兆易创新GD32H7、GD32F5等全系高性能MCU<a href=\"https://laohu8.com/S/301365\">矩阵</a>与地瓜机器人旭日S600、旭日S100全系具身智能计算平台，共同打造“高性能计算+实时控制”一体化系统级解决方案，致力打通具身智能从上层算力决策到底层实时控制的全链路能力，共同推动行业从单点技术突破走向标准化、规模化的量产交付。据悉，地瓜机器人是业界领先的机器人软硬件通用底座提供商。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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}\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兆易创新(03986)宣布与地瓜机器人达成合作 加速具身智能产业规模化发展\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\">2026-07-17 12:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 据<a href=\"https://laohu8.com/S/603986\">兆易创新</a>官方公众号最新消息，<a href=\"https://laohu8.com/S/03986\">兆易创新</a>(03986)与地瓜机器人宣布基于GD32MCU与旭日S600达成战略合作，并将从产品方案、生态协同、标准共推三个维度展开全面合作，加速具身智能产业规模化发展。据介绍，双方将依托兆易创新GD32H7、GD32F5等全系高性能MCU<a href=\"https://laohu8.com/S/301365\">矩阵</a>与地瓜机器人旭日S600、旭日S100全系具身智能计算平台，共同打造“高性能计算+实时控制”一体化系统级解决方案，致力打通具身智能从上层算力决策到底层实时控制的全链路能力，共同推动行业从单点技术突破走向标准化、规模化的量产交付。据悉，地瓜机器人是业界领先的机器人软硬件通用底座提供商。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20241108/MGM1MTEwODE5MDc1ODM4MQ==.jpg","relate_stocks":{"603986":"兆易创新","LU2039709279.SGD":"MANULIFE GF DRAGON GROWTH \"AA\" (SGDHDG) INC","KOMP":"SPDR S&P Kensho New Economies Composite ETF","BK0102":"重组","LU0708995583.HKD":"TEMPLETON CHINA \"A\" (HKD) ACC","LU1813983027.USD":"MANULIFE GF DRAGON GROWTH \"AA\" (USD) INC","LU1979443071.USD":"AB CHINA A SHARES EQUITY PORTFOLIO \"AD\" (USDHDG) INC","BK1163":"半导体产品","LU1934453819.USD":"AB CHINA A SHARES EQUITY PORTFOLIO \"A\" (USD) ACC","LU0359201885.HKD":"BGF CHINA \"A2\" (HKD) ACC","LU1969619763.USD":"EASTSPRING INV CHINA A SHARES GROWTH \"A\" (USD) ACC","03986":"兆易创新","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD","BK0132":"高送转概念","BK0125":"芯片国产化","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU2213484517.USD":"FRANKLIN TEMPLETON CHINA A-SHARES \"A\" (USD) ACC","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","LU1328277881.USD":"MANULIFE GF DRAGON GROWTH FUND \"AA\" (USD) INC","LU1580142542.USD":"Blackrock Systematic China A-Share Opportunities A2 USD","LU0359201612.USD":"贝莱德中国基金A2","LU0314109678.HKD":"MANULIFE GF DRAGON GROWTH \"AA\" (HKD) INC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","LU2328871848.SGD":"Eastspring Investments - China A Shares Growth AS SGD","LU1023057109.AUD":"BGF CHINA \"A2\" (AUDHDG) ACC","LU1781817850.SGD":"Blackrock Systematic China A-Share Opportunities A2 SGD-H","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","BK0214":"IT设备","LU0052750758.USD":"富兰克林中国基金A Acc","ROBO":"全球机器人自动化ETF-ROBO"},"source_url":"1986136","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2652347481","content_text":"金吾财讯 | 据兆易创新官方公众号最新消息，兆易创新(03986)与地瓜机器人宣布基于GD32MCU与旭日S600达成战略合作，并将从产品方案、生态协同、标准共推三个维度展开全面合作，加速具身智能产业规模化发展。据介绍，双方将依托兆易创新GD32H7、GD32F5等全系高性能MCU矩阵与地瓜机器人旭日S600、旭日S100全系具身智能计算平台，共同打造“高性能计算+实时控制”一体化系统级解决方案，致力打通具身智能从上层算力决策到底层实时控制的全链路能力，共同推动行业从单点技术突破走向标准化、规模化的量产交付。据悉，地瓜机器人是业界领先的机器人软硬件通用底座提供商。","news_type":1,"symbols_score_info":{"603986":1.5,"ROBO":1.5,"KOMP":1.5,"03986":1.5}},"isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":586474045939992,"gmtCreate":1784213654774,"gmtModify":1784213656654,"author":{"id":"4091799483385130","authorId":"4091799483385130","name":"股市9527","avatar":"https://static.tigerbbs.com/7fd42aa6081828619228897cc07fe142","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4091799483385130","idStr":"4091799483385130"},"themes":[],"title":"","htmlText":"这个人也就是著名的韭菜 跟她的投资收益裤衩子都赔掉了","listText":"这个人也就是著名的韭菜 跟她的投资收益裤衩子都赔掉了","text":"这个人也就是著名的韭菜 跟她的投资收益裤衩子都赔掉了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/586474045939992","repostId":"2651443872","repostType":2,"repost":{"id":"2651443872","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":1784195848,"share":"https://www.laohu8.com/m/news/2651443872?lang=zh_CN&edition=full","pubTime":"2026-07-16 17:57","market":"nz","language":"zh","title":"木头姐日内调仓分化 持续加码航天军工 减持农业基因标的","url":"https://stock-news.laohu8.com/highlight/detail?id=2651443872","media":"金吾财讯","summary":"当日资金投入力度最大的标的为太空探索技术公司 ，多只 ARK 系 ETF 合计斥资 1670 万美元，买入 122807 股，对应成交均价约 135.99 美元，机构持续加大航天赛道配置比重。","content":"<html><body><p>金吾财讯 | 凯茜・伍德旗下 ARK Invest 于周三完成多只标的大额调仓，整体呈现增持<a href=\"https://laohu8.com/S/000901\">航天</a>、基因编辑创新企业，同步减持农机、基因测序类个股的操作思路，多只旗下 ETF 同步参与交易，资金在不同成长赛道间重新分配。当日资金投入力度最大的标的为太空探索技术公司 (SPCX)，多只 ARK 系 ETF 合计斥资 1670 万美元，买入 122807 股，对应成交均价约 135.99 美元，机构持续加大<a href=\"https://laohu8.com/S/00031\">航天</a>赛道配置比重。</p><p>减持端延续此前阶段性出货节奏，农机龙头 Deere & Co (DE)、基因测序企业 <a href=\"https://laohu8.com/S/TWST\">Twist Bioscience Corp</a> (TWST)、10X Genomics Inc (TXG) 均遭遇抛售。其中卖出 6833 股 DE，回笼资金近 400 万美元；抛售 71209 股 TWST，交易总额 658.90 万美元；ARKK ETF 卖出 99977 股 TXG，套现 457.79 万美元，基因测序、传统农业设备板块持仓持续收缩。</p><p>同期机构同步布局两条高成长细分赛道，基因编辑与国防军工均获资金加仓。ARKG ETF 购入 32751 股 Beam <a href=\"https://laohu8.com/S/LENZ\">Therapeutics</a> (BEAM)，投入资金 101.17 万美元；ARKQ、ARKX 两只航天军工主题 ETF 联合买入 34123 股 Kratos Defense and Security Solutions Inc (KTOS)，合计投入 171.84 万美元。</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>木头姐日内调仓分化 持续加码航天军工 减持农业基因标的</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{ 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; 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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木头姐日内调仓分化 持续加码航天军工 减持农业基因标的\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\">2026-07-16 17:57</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | 凯茜・伍德旗下 ARK Invest 于周三完成多只标的大额调仓，整体呈现增持<a href=\"https://laohu8.com/S/000901\">航天</a>、基因编辑创新企业，同步减持农机、基因测序类个股的操作思路，多只旗下 ETF 同步参与交易，资金在不同成长赛道间重新分配。当日资金投入力度最大的标的为太空探索技术公司 (SPCX)，多只 ARK 系 ETF 合计斥资 1670 万美元，买入 122807 股，对应成交均价约 135.99 美元，机构持续加大<a href=\"https://laohu8.com/S/00031\">航天</a>赛道配置比重。</p><p>减持端延续此前阶段性出货节奏，农机龙头 Deere & Co (DE)、基因测序企业 <a href=\"https://laohu8.com/S/TWST\">Twist Bioscience Corp</a> (TWST)、10X Genomics Inc (TXG) 均遭遇抛售。其中卖出 6833 股 DE，回笼资金近 400 万美元；抛售 71209 股 TWST，交易总额 658.90 万美元；ARKK ETF 卖出 99977 股 TXG，套现 457.79 万美元，基因测序、传统农业设备板块持仓持续收缩。</p><p>同期机构同步布局两条高成长细分赛道，基因编辑与国防军工均获资金加仓。ARKG ETF 购入 32751 股 Beam <a href=\"https://laohu8.com/S/LENZ\">Therapeutics</a> (BEAM)，投入资金 101.17 万美元；ARKQ、ARKX 两只航天军工主题 ETF 联合买入 34123 股 Kratos Defense and Security Solutions Inc (KTOS)，合计投入 171.84 万美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20250107/NjEzNTY0MzU5MDE2.png","relate_stocks":{"159041":"农业","161024":"军工","CBXA":"Calamos Bitcoin 90 Series Structured Alt Protection ETF – April","LOFF":"2倍做多SpaceX ETF-Direxion","BTRN":"比特币期货ETF-Global X","ARKF":"ARK Fintech Innovation ETF","CBXJ":"Calamos Bitcoin 90 Series Structured Alt Protection ETF - January","HODL":"比特币ETF-VanEck","GNOM":"Global X Genomics & Biotechnology ETF","BITB":"比特币ETF-Bitwise","DE":"迪尔股份有限公司","ARKG":"ARK Genomic Revolution ETF","BETH":"比特币&以太币期货ETF-ProShares","BEAM":"Beam Therapeutics, Inc.","SNK":"2倍做空SpaceX ETF-GraniteShares","SPCU":"2倍做多SpaceX ETF-Defiance","SHLD":"Global X Defense Tech ETF","SPAL":"2倍做多Space X ETF-GraniteShares","ARKK":"ARK Innovation ETF","SPCF":"2倍做多SpaceX ETF-ProShares","BCCC":"Global X Bitcoin Covered Call ETF","ARKQ":"ARK Autonomous Technology & Robotics ETF","QBF":"Innovator Uncapped Bitcoin 20 Floor ETF - Quarterly","SPCG":"2倍做空SpaceX ETF-Tradr","FTAG":"First Trust Indxx Global Agriculture ETF","SPCX":"SPAC and New Issue ETF","BFAP":"FT Vest Bitcoin Strategy Floor15 ETF - April","TWST":"Twist Bioscience Corp","SPCH":"2倍做多SpaceX ETF-Leverage Shares","VEGI":"iShares MSCI Agriculture Producers ETF","IDNA":"iShares Genomics Immunology and Healthcare ETF","ARKW":"ARK Next Generation Internet ETF","HWAY":"Themes US Infrastructure ETF","WDNA":"WisdomTree BioRevolution Fund","BTFX":"比特币期货ETF-CoinShares","KTUP":"T-Rex 2X Long KTOS Daily Target ETF","BITU":"2倍做多比特币期货ETF-Proshares","ARKB":"比特币ETF-21Shares","KROP":"Global X AgTech & Food Innovation ETF","SARK":"Tradr 1X Short Innovation Daily ETF","BTCL":"T-REX 2X LONG BITCOIN DAILY TARGET ETF","ARKX":"ARK Space Exploration & Innovation ETF","DFII":"FT Cboe Vest Bitcoin Strategy & Target Income ETF","MADE":"iShares U.S. Manufacturing 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万美元。","news_type":1,"symbols_score_info":{"159041":1.5,"161024":1.5,"BITU":0.6,"SARK":1.5,"FMED":0.6,"TXG":0.9,"FTAG":0.6,"CBXA":0.6,"ARKF":1.5,"GNOM":0.6,"DFII":0.6,"MADE":0.6,"LOFF":0.6,"CBXJ":0.6,"BTRN":0.6,"IDNA":0.6,"KTUP":0.6,"SNK":0.6,"TWST":0.9,"VEGI":0.6,"BITB":0.6,"HWAY":0.6,"WDNA":0.6,"SPCU":0.6,"SPCH":0.6,"DE":0.9,"ARKG":1.5,"ARKK":1.5,"BTCL":0.6,"QBF":0.6,"ARKW":1.5,"ARKB":1.5,"BTFX":0.6,"KTOS":0.9,"SPAL":0.6,"ARKQ":1.5,"SHLD":1.5,"SPCF":0.6,"SPCX":0.9,"BETH":0.6,"SPCG":0.6,"HODL":0.6,"KROP":0.6,"BCCC":0.6,"BFAP":0.6,"ARKX":1.5,"BEAM":0.9,"CBTY":0.6}},"isVote":1,"tweetType":1,"viewCount":102,"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,"authorIdStr":"3563140991934227","idStr":"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":"sh","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 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英特尔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":{"LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","HK0000304805.HKD":"PICTET 战略收益基金 P类港元","CHPS":"XTRACKERS SEMICONDUCTOR SELECT EQUITY ETF","BK4543":"AI","BK4512":"苹果概念","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","FTXL":"First Trust Nasdaq Semiconductor ETF","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","XNTK":"SPDR NYSE Technology ETF","AIS":"VistaShares Artificial Intelligence Supercycle ETF","BK4527":"明星科技股","HK0000304797.USD":"PICTET 战略收益基金 P类 美元","TTEQ":"T. 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09:41","market":"nz","language":"zh","title":"赛力斯(09927)AH股齐挫 料中期由盈转亏","url":"https://stock-news.laohu8.com/highlight/detail?id=2651516268","media":"金吾财讯","summary":"金吾财讯 | 赛力斯 发盈警，拖累股价表现，截至发稿，报42.68港元，跌10.71%，成交额3761.41万港元。此外，对应A股赛力斯同步走地，暂报54.8元人民币，跌8.51%，成交额8.54亿元人民币。据公告显示，与上年同期录得归属于上市公司股东的净利润29.41亿元相比，预期截至2026年6月30日止6个月录得归属于上市公司股东的净亏损为15亿到18亿元。其中，预计赛力斯汽车2026年半年度实现归属于上市公司股东的净亏损为10.5亿到13亿元。","content":"<html><body><p>金吾财讯 | <a href=\"https://laohu8.com/S/601127\">赛力斯</a>(09927)发盈警，拖累股价表现，截至发稿，报42.68港元，跌10.71%，成交额3761.41万港元。此外，对应A股<a href=\"https://laohu8.com/S/09927\">赛力斯</a>(601127)同步走地，暂报54.8元人民币，跌8.51%，成交额8.54亿元人民币。据公告显示，与上年同期录得归属于上市公司股东的净利润29.41亿元(人民币，下同)相比，预期截至2026年6月30日止6个月录得归属于上市公司股东的净亏损为15亿到18亿元。其中，预计赛力斯汽车(问界汽车)2026年半年度实现归属于上市公司股东的净亏损为10.5亿到13亿元。公告指，受存储芯片、工业金属、碳酸锂等主要原材料价格上涨等因素的影响，公司生产成本随之增加；基于审慎性原则并进一步夯实整体资产质量，结合资产后续收益预期，对部分因技术迭代、车型换代导致适配性有限的存量资产调整帐面价值。受上述因素影响，公司核心子公司问界汽车业绩出现波动，由盈转亏，其二季度归属于上市公司股东的净亏损为19亿到21.5亿元。因此，预计公司本期合并口径归属于上市公司股东的净利润为负值。当前，公司保持充裕的现金储备和稳健的资产负债结构，能够为业务发展、技术研发及战略投入提供坚实保障，具备良好的持续经营能力和风险抵御能力。</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>赛力斯(09927)AH股齐挫 料中期由盈转亏</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赛力斯(09927)AH股齐挫 料中期由盈转亏\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\">2026-07-13 09:41</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/601127\">赛力斯</a>(09927)发盈警，拖累股价表现，截至发稿，报42.68港元，跌10.71%，成交额3761.41万港元。此外，对应A股<a href=\"https://laohu8.com/S/09927\">赛力斯</a>(601127)同步走地，暂报54.8元人民币，跌8.51%，成交额8.54亿元人民币。据公告显示，与上年同期录得归属于上市公司股东的净利润29.41亿元(人民币，下同)相比，预期截至2026年6月30日止6个月录得归属于上市公司股东的净亏损为15亿到18亿元。其中，预计赛力斯汽车(问界汽车)2026年半年度实现归属于上市公司股东的净亏损为10.5亿到13亿元。公告指，受存储芯片、工业金属、碳酸锂等主要原材料价格上涨等因素的影响，公司生产成本随之增加；基于审慎性原则并进一步夯实整体资产质量，结合资产后续收益预期，对部分因技术迭代、车型换代导致适配性有限的存量资产调整帐面价值。受上述因素影响，公司核心子公司问界汽车业绩出现波动，由盈转亏，其二季度归属于上市公司股东的净亏损为19亿到21.5亿元。因此，预计公司本期合并口径归属于上市公司股东的净利润为负值。当前，公司保持充裕的现金储备和稳健的资产负债结构，能够为业务发展、技术研发及战略投入提供坚实保障，具备良好的持续经营能力和风险抵御能力。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20200908/YzIxOTk5NDIxODE3ODE=.png","relate_stocks":{"601127":"赛力斯","BK1119":"汽车制造商","BK0264":"汽车制造","BK0012":"证金概念","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","09927":"赛力斯","BK0028":"国家队","BK0185":"二线龙头","BK0014":"新能源汽车","BK0201":"可转债","LU1880383366.USD":"东方汇理中国股票基金 A2 (C)"},"source_url":"1985665","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2651516268","content_text":"金吾财讯 | 赛力斯(09927)发盈警，拖累股价表现，截至发稿，报42.68港元，跌10.71%，成交额3761.41万港元。此外，对应A股赛力斯(601127)同步走地，暂报54.8元人民币，跌8.51%，成交额8.54亿元人民币。据公告显示，与上年同期录得归属于上市公司股东的净利润29.41亿元(人民币，下同)相比，预期截至2026年6月30日止6个月录得归属于上市公司股东的净亏损为15亿到18亿元。其中，预计赛力斯汽车(问界汽车)2026年半年度实现归属于上市公司股东的净亏损为10.5亿到13亿元。公告指，受存储芯片、工业金属、碳酸锂等主要原材料价格上涨等因素的影响，公司生产成本随之增加；基于审慎性原则并进一步夯实整体资产质量，结合资产后续收益预期，对部分因技术迭代、车型换代导致适配性有限的存量资产调整帐面价值。受上述因素影响，公司核心子公司问界汽车业绩出现波动，由盈转亏，其二季度归属于上市公司股东的净亏损为19亿到21.5亿元。因此，预计公司本期合并口径归属于上市公司股东的净利润为负值。当前，公司保持充裕的现金储备和稳健的资产负债结构，能够为业务发展、技术研发及战略投入提供坚实保障，具备良好的持续经营能力和风险抵御能力。","news_type":1,"symbols_score_info":{"601127":1.89,"09927":1.89}},"isVote":1,"tweetType":1,"viewCount":296,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"allBottom":false,"essenBottom":false,"topicSource":"Post"}