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IP属地:广东
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MarkPines
04-17
$霸王茶姬(CHA)$
哈哈哈,好高的市值,破发的节奏。
MarkPines
04-17
$霸王茶姬(CHA)$
洗洗睡吧,现在还不公布,应该到凌晨公布,估计害怕破发吧。
MarkPines
04-17
$霸王茶姬(CHA)$
明天早上公布,然后赶上耶稣日,然后又周末,等周一才能交易哈哈哈哈。
MarkPines
04-17
$霸王茶姬(CHA)$
今晚盘前会公布中签
MarkPines
04-16
不能成功你别买,空狗。
陈立武,他注定无法成为英特尔的救世主
MarkPines
04-16
下调价格你是怎么算的
Evercore ISI Cuts Intel's Price Target to $23 From $27
MarkPines
04-12
$英特尔(INTC)$
大家不要相信博主说的英特尔没跌到位,其实是他们那帮人想让大家做空,好抄底英特尔,关税战对英特尔巨大利好,产业链早已经撤出中国,赴美办厂。目前价格低位,锁好自己的仓位不要卖,坐等起飞,未来可期[财迷]
MarkPines
04-11
$英特尔(INTC)$
美国工人不可能去打螺丝,制造业回流,说白了就是,实现人工智能产业链制造,开启第三次人工智能制造工业革命。
MarkPines
04-11
$三倍做多半导体ETF-Direxion Daily(SOXL)$
受关税影响,海外订单减少,说明半导体将迎来涨价,利好[开心]
MarkPines
04-11
$英特尔(INTC)$
英特尔产业链本来就在美国,目前对英特尔只有利好,没有利空,这价格绝对历史低位。
MarkPines
04-09
$纳指三倍做空ETF(SQQQ)$
MarkPines
04-04
$英特尔(INTC)$
你跟关税有毛线关系
MarkPines
2024-12-03
$美国超微公司(AMD)$
MarkPines
2024-11-09
$美物科技有限公司(WNW)$
中概股不能碰,碰一个死一个
MarkPines
2024-11-09
$老虎证券(TIGR)$
再碰中概股就剁手,不争气的玩意,妈的
MarkPines
2024-11-09
$老虎证券(TIGR)$
a50也就跌一点点,没必要这么腰斩吧,垃圾中概股
MarkPines
2024-11-08
手续费太高,不好用
美国大选日,老虎国际交易订单量激增74%,盈利用户占比逾7成
MarkPines
2024-10-30
$A50指数主连 2411(CNmain)$
沙特投资中国股市了
MarkPines
2024-10-30
$A50指数主连 2411(CNmain)$
去老虎APP查看更多动态
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洗洗睡吧,现在还不公布,应该到凌晨公布,估计害怕破发吧。","text":"$霸王茶姬(CHA)$ 洗洗睡吧,现在还不公布,应该到凌晨公布,估计害怕破发吧。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/425526619390448","isVote":1,"tweetType":1,"viewCount":748,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":425523617190176,"gmtCreate":1744897610495,"gmtModify":1744898033633,"author":{"id":"3549487556426766","authorId":"3549487556426766","name":"MarkPines","avatar":"https://static.tigerbbs.com/c7754e71f0f99436dac8476152159e35","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549487556426766","authorIdStr":"3549487556426766"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a> 明天早上公布,然后赶上耶稣日,然后又周末,等周一才能交易哈哈哈哈。","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a> 明天早上公布,然后赶上耶稣日,然后又周末,等周一才能交易哈哈哈哈。","text":"$霸王茶姬(CHA)$ 明天早上公布,然后赶上耶稣日,然后又周末,等周一才能交易哈哈哈哈。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/425523617190176","isVote":1,"tweetType":1,"viewCount":332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":425415988277384,"gmtCreate":1744871508744,"gmtModify":1744871977862,"author":{"id":"3549487556426766","authorId":"3549487556426766","name":"MarkPines","avatar":"https://static.tigerbbs.com/c7754e71f0f99436dac8476152159e35","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549487556426766","authorIdStr":"3549487556426766"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a> 今晚盘前会公布中签","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a> 今晚盘前会公布中签","text":"$霸王茶姬(CHA)$ 今晚盘前会公布中签","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/425415988277384","isVote":1,"tweetType":1,"viewCount":265,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":424918660837800,"gmtCreate":1744772132312,"gmtModify":1744772355567,"author":{"id":"3549487556426766","authorId":"3549487556426766","name":"MarkPines","avatar":"https://static.tigerbbs.com/c7754e71f0f99436dac8476152159e35","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549487556426766","authorIdStr":"3549487556426766"},"themes":[],"htmlText":"不能成功你别买,空狗。","listText":"不能成功你别买,空狗。","text":"不能成功你别买,空狗。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/424918660837800","repostId":"2527985288","repostType":2,"repost":{"id":"2527985288","kind":"news","pubTimestamp":1744768484,"share":"https://www.laohu8.com/m/news/2527985288?lang=&edition=full","pubTime":"2025-04-16 09:54","market":"us","language":"zh","title":"陈立武,他注定无法成为英特尔的救世主","url":"https://stock-news.laohu8.com/highlight/detail?id=2527985288","media":"电科技","summary":"新上任的陈立武,开启了收拾英特尔“烂摊子”的第一步——断舍离。英特尔的股价在这场交易后上涨了 2.8%。其实早在3月初,也就是陈立武正式回归英特尔之前,他就已经为英特尔量体裁衣制定出了一套全面的改革方案,包括重组英特尔在AI领域的布局,并裁减部分员工。目前尚未有消息透露陈立武将会裁掉多少员工,但这很有可能将是英特尔有史以来最严重的一次裁员。","content":"<html><body><article><p><a href=\"https://laohu8.com/S/INTC\">英特尔</a>最致命的问题<strong>是始终没能建立起真正的软件生态壁垒</strong>。</p><p>新上任的陈立武,开启了收拾英特尔“烂摊子”的第一步——断舍离。</p><p>要怎么断舍离?无非就是收缩业务该卖的卖,收缩人员该裁的裁。</p><p>昨天,英特尔刚刚宣布将以 44.6 亿美元的价格向 Silver Lake 出售其 Altera 可编程芯片业务 51% 的股份,这是新任CEO陈立武 (Lip-Bu Tan) 上任后为了拯救英特尔做出的首个重大举措。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250416095619056d163gvobuul2i1c\"/><p>Altera 创立于 1983 年,其开发的一系列可编程芯片(FPGA)及其支持软件,广泛应用于通信、机器人和人工智能等行业。</p><p>2024年,Altera 的营收为 15.4 亿美元,亏损额高达 6.15 亿美元。</p><p>此次交易对 Altera 的估值仅为 87.5 亿美元,而英特尔在 2015 年收购它时花了近 170 亿美元。</p><p>Stifel Research 分析师鲁本·罗伊 (Ruben Roy) 表示,尽管英特尔在这笔交易中价值有所损失,但他相信,从长远来看,这笔交易将使英特尔受益。</p><p>罗伊在报告中指出:“FPGA作为整个半导体生态系统中的一个机遇,拥有增长潜力,但并非英特尔扭转颓势的核心。因此,我们认为,让 Altera 保持英特尔少数持股的状态,同时和重要的投资伙伴合作,再配上顶尖的管理团队,这样的架构调整能让 Altera 更好地优化发展。”</p><p>罗伊还表示,英特尔希望利用其代工业务与 Altera 展开密切合作。</p><p>英特尔的股价在这场交易后上涨了 2.8%。</p><p><strong><span>资产</span>剥离是陈立武精简英特尔运营战略的核心组成部分,而另一个核心部分,是裁员。</strong></p><p>其实早在3月初,也就是陈立武正式回归英特尔之前,他就已经为英特尔量体裁衣制定出了一套全面的改革方案,包括重组英特尔在AI领域的布局,并裁减部分员工。目前尚未有消息透露陈立武将会裁掉多少员工,但这很有可能将是英特尔有史以来最严重的一次裁员。</p><p>如今,“内忧外患”这四个字已经不足以形容英特尔所面临的残酷竞争局面。</p><p>这并不是上任CEO 基辛格留下的烂摊子,因为早在2021年2月基辛格执掌英特尔时,英特尔已陷入困境,这家芯片巨头在半导体竞争中远远落后于同行。</p><p>2020年下半年,短短几个月内,半导体巨头们进行着翻天覆地的整合、并购。</p><p>首先是<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>斥资400亿收购了ARM,将ARM连人才带着核心移动芯片设计业务全部归入囊中,以加强自己在AI和移动芯片领域的市场份额。</p><p>然后是AMD以350亿美元收购赛灵思,赛灵思的芯片广泛用于5G通信、数据中心、汽车、工业、航空航天和国防等领域,当时赛灵思的市值超过280亿美元,AMD的市值不过965亿美元,以如此体量吃下这桩收购,足见AMD的远见和笃定。</p><p>再就是ADI公司也在下半年毫不犹豫地以209.1亿美元收购竞争对手Maxim Integrated Products,这笔交易将打造一个价值680亿美元的芯片制造巨头。</p><p>这些半导体巨头们的强强联合,将英特尔本就不宽裕的路越堵越死。</p><p>一年过后,<strong>英特尔的主阵地CPU市场被AMD蚕食掉更多市场份额</strong>。据 Mercury Research 最新报告,AMD 2024 年在 x86 CPU 市场的份额继续实现增长,涵盖消费级和服务器市场。包括AWS和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>云在内的云服务提供商纷纷采用 AMD 的芯片,并称其拥有卓越的能效和性价比。</p><p>AMD 2024 年在消费级 PC 市场的份额增加了 4%,英特尔虽然仍保持领先地位,在 2024 年第四季度占据 75.4% 的市场份额,但其市占率正呈现出明显的下降趋势,AMD则在稳步追赶。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250416095621364d163brlpbj04c78\"/><p>英特尔在从10nm工艺节点过渡到7nm工艺节点的过程中遭遇了长期的延迟——而这是交付更高效、更强大处理器的关键一步。在英特尔步履蹒跚之际,AMD利用<a href=\"https://laohu8.com/S/TSM\">台积电</a>的7nm技术推出了Zen微架构,重新定义了消费级和企业级CPU的性能基准。</p><p>再来看看GPU市场。收购完ARM后,英伟达已成为人工智能处理领域无可争议的领导者,<strong>在GPU市场,就更没有英特尔什么事儿了</strong>。调查机构Jon Peddie Research一项数据显示,英伟达在2024年第三季度在AIB市场几乎呈现出垄断趋势,市占率达到了可怕的90%。</p><p>英伟达的 CUDA 架构目前已成为事实上无可撼动的行业标准,推动了自然语言处理、计算机视觉和生成式人工智能应用领域的突破。英伟达在 AI 市场的成功,还体现在财务状况上,预计到 2025 财年末,其营收将超过 1290 亿美元。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250416095622714d163244a20j1g4d\"/><p>在核心业务中逐渐被AMD迎头赶上,而在AI时代又几乎被竞对们完全甩在身后,英特尔能不急吗?</p><p>在基辛格掌舵期间,这些弊病他有没有看见?当然看见了,并且他也采取了补救措施。</p><p>基辛格上任后,立刻推动英特尔的现代化改革,启动“IDM”(集成设备制造)计划,第一步就是砸下200亿美元在亚利桑那州建两座新芯片厂,意欲提高芯片产能。</p><p>2022年,英特尔又加码,提出IDM 2.0,打算靠自家工厂、外包代工和开放代工服务三管齐下。为了加强代工业务,他们想花54亿美元收购Tower Semiconductor,结果因为监管问题,2023年交易告吹。这一失败让英特尔的转型计划受挫,最终在2024年9月,英特尔不得不把代工业务拆分成独立子公司“Intel Foundry”。</p><p>更不幸的是,因各种监管等因素,俄亥俄州工厂的建设又推迟到了 2030 年。</p><p>基辛格想通过大力发展代工,带领英特尔脱离困境的梦终是遗憾落幕。未来建设这座工厂还会继续烧掉和损失多少钱也都是未知数,而这些都要留给陈立武去解决。</p><p>刨除掉这些外部因素,英特尔内部官僚、庸碌、僵化的企业文化也是英特尔落寞的症结所在。</p><p>就像很多长期就职于大公司的员工,对于他们来说,安于现状就是当下最好的选择。一旦他们处于行业领先地位,包括中层管理者和上层决策者在内,都秉持着这样一种理念:<strong>如果我什么都不做,那就不会犯错。</strong></p><p>此前,据一位曾在英特尔任职多年的中层员工透露,英特尔的内部很多员工已经基本“躺平”,包括管理者在内,他们宁愿砍掉老业务,也不想开拓新业务——他们砍业务比谷歌还狠——StrongARM、网络处理器、超宽带、ia64、基带芯片……只要跟x86服务器/PC业务没直接关系的,要么被砍,要幺半死不活。</p><p>这招在过去垄断时代确实好用,躺着赚钱。但现在不同了,晶圆厂研发成本高得吓人,必须靠多元化市场分摊成本才能回本(看看台积电怎么靠众多顶级客户分摊成本的)。可惜英特尔中高层根本不关心这些“边缘业务”。</p><p>错过了移动时代,又错过了AI时代,57岁的英特尔早早进入到了风烛残年的荒凉境地。</p><p>然而,这些还不是最最致命的。英特尔最致命的问题是<strong>:始终没能建立起真正的软件生态壁垒</strong>。</p><p>看看如今的行业巨头们:<a href=\"https://laohu8.com/S/AAPL\">苹果</a>有完整的操作系统和开发生态、<a href=\"https://laohu8.com/S/MSFT\">微软</a>通过Windows和Azure构建软件帝国、英伟达依靠CUDA让开发者深度绑定,连AMD都通过ROCm在奋力追赶……</p><p>反观英特尔,<strong>在云计算时代没有核心软件栈,在AI浪潮中,他们又缺乏类似CUDA的开发者平台。这就导致一个残酷现实:英特尔的芯片性能再好,一旦竞争对手的硬件 + 软件组合更优,客户说换就换。没有软件黏性,就永远活在“性能比拼”的红海里。</strong></p><p>如今的英特尔,或许等不来救世主了,至少留给陈立武的时间不会很多了——没有人可以在如此短的任期内,把这个烂摊子给收拾干净,哪怕上帝来了也会摇头。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>陈立武,他注定无法成为英特尔的救世主</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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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n陈立武,他注定无法成为英特尔的救世主\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-16 09:54 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025041609563094d6c55f&s=b><strong>电科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英特尔最致命的问题是始终没能建立起真正的软件生态壁垒。新上任的陈立武,开启了收拾英特尔“烂摊子”的第一步——断舍离。要怎么断舍离?无非就是收缩业务该卖的卖,收缩人员该裁的裁。昨天,英特尔刚刚宣布将以 44.6 亿美元的价格向 Silver Lake 出售其 Altera 可编程芯片业务 51% 的股份,这是新任CEO陈立武 (Lip-Bu Tan) 上任后为了拯救英特尔做出的首个重大举措。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025041609563094d6c55f&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025041609563094d6c55f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2527985288","content_text":"英特尔最致命的问题是始终没能建立起真正的软件生态壁垒。新上任的陈立武,开启了收拾英特尔“烂摊子”的第一步——断舍离。要怎么断舍离?无非就是收缩业务该卖的卖,收缩人员该裁的裁。昨天,英特尔刚刚宣布将以 44.6 亿美元的价格向 Silver Lake 出售其 Altera 可编程芯片业务 51% 的股份,这是新任CEO陈立武 (Lip-Bu Tan) 上任后为了拯救英特尔做出的首个重大举措。Altera 创立于 1983 年,其开发的一系列可编程芯片(FPGA)及其支持软件,广泛应用于通信、机器人和人工智能等行业。2024年,Altera 的营收为 15.4 亿美元,亏损额高达 6.15 亿美元。此次交易对 Altera 的估值仅为 87.5 亿美元,而英特尔在 2015 年收购它时花了近 170 亿美元。Stifel Research 分析师鲁本·罗伊 (Ruben Roy) 表示,尽管英特尔在这笔交易中价值有所损失,但他相信,从长远来看,这笔交易将使英特尔受益。罗伊在报告中指出:“FPGA作为整个半导体生态系统中的一个机遇,拥有增长潜力,但并非英特尔扭转颓势的核心。因此,我们认为,让 Altera 保持英特尔少数持股的状态,同时和重要的投资伙伴合作,再配上顶尖的管理团队,这样的架构调整能让 Altera 更好地优化发展。”罗伊还表示,英特尔希望利用其代工业务与 Altera 展开密切合作。英特尔的股价在这场交易后上涨了 2.8%。资产剥离是陈立武精简英特尔运营战略的核心组成部分,而另一个核心部分,是裁员。其实早在3月初,也就是陈立武正式回归英特尔之前,他就已经为英特尔量体裁衣制定出了一套全面的改革方案,包括重组英特尔在AI领域的布局,并裁减部分员工。目前尚未有消息透露陈立武将会裁掉多少员工,但这很有可能将是英特尔有史以来最严重的一次裁员。如今,“内忧外患”这四个字已经不足以形容英特尔所面临的残酷竞争局面。这并不是上任CEO 基辛格留下的烂摊子,因为早在2021年2月基辛格执掌英特尔时,英特尔已陷入困境,这家芯片巨头在半导体竞争中远远落后于同行。2020年下半年,短短几个月内,半导体巨头们进行着翻天覆地的整合、并购。首先是英伟达斥资400亿收购了ARM,将ARM连人才带着核心移动芯片设计业务全部归入囊中,以加强自己在AI和移动芯片领域的市场份额。然后是AMD以350亿美元收购赛灵思,赛灵思的芯片广泛用于5G通信、数据中心、汽车、工业、航空航天和国防等领域,当时赛灵思的市值超过280亿美元,AMD的市值不过965亿美元,以如此体量吃下这桩收购,足见AMD的远见和笃定。再就是ADI公司也在下半年毫不犹豫地以209.1亿美元收购竞争对手Maxim Integrated Products,这笔交易将打造一个价值680亿美元的芯片制造巨头。这些半导体巨头们的强强联合,将英特尔本就不宽裕的路越堵越死。一年过后,英特尔的主阵地CPU市场被AMD蚕食掉更多市场份额。据 Mercury Research 最新报告,AMD 2024 年在 x86 CPU 市场的份额继续实现增长,涵盖消费级和服务器市场。包括AWS和谷歌云在内的云服务提供商纷纷采用 AMD 的芯片,并称其拥有卓越的能效和性价比。AMD 2024 年在消费级 PC 市场的份额增加了 4%,英特尔虽然仍保持领先地位,在 2024 年第四季度占据 75.4% 的市场份额,但其市占率正呈现出明显的下降趋势,AMD则在稳步追赶。英特尔在从10nm工艺节点过渡到7nm工艺节点的过程中遭遇了长期的延迟——而这是交付更高效、更强大处理器的关键一步。在英特尔步履蹒跚之际,AMD利用台积电的7nm技术推出了Zen微架构,重新定义了消费级和企业级CPU的性能基准。再来看看GPU市场。收购完ARM后,英伟达已成为人工智能处理领域无可争议的领导者,在GPU市场,就更没有英特尔什么事儿了。调查机构Jon Peddie Research一项数据显示,英伟达在2024年第三季度在AIB市场几乎呈现出垄断趋势,市占率达到了可怕的90%。英伟达的 CUDA 架构目前已成为事实上无可撼动的行业标准,推动了自然语言处理、计算机视觉和生成式人工智能应用领域的突破。英伟达在 AI 市场的成功,还体现在财务状况上,预计到 2025 财年末,其营收将超过 1290 亿美元。在核心业务中逐渐被AMD迎头赶上,而在AI时代又几乎被竞对们完全甩在身后,英特尔能不急吗?在基辛格掌舵期间,这些弊病他有没有看见?当然看见了,并且他也采取了补救措施。基辛格上任后,立刻推动英特尔的现代化改革,启动“IDM”(集成设备制造)计划,第一步就是砸下200亿美元在亚利桑那州建两座新芯片厂,意欲提高芯片产能。2022年,英特尔又加码,提出IDM 2.0,打算靠自家工厂、外包代工和开放代工服务三管齐下。为了加强代工业务,他们想花54亿美元收购Tower Semiconductor,结果因为监管问题,2023年交易告吹。这一失败让英特尔的转型计划受挫,最终在2024年9月,英特尔不得不把代工业务拆分成独立子公司“Intel Foundry”。更不幸的是,因各种监管等因素,俄亥俄州工厂的建设又推迟到了 2030 年。基辛格想通过大力发展代工,带领英特尔脱离困境的梦终是遗憾落幕。未来建设这座工厂还会继续烧掉和损失多少钱也都是未知数,而这些都要留给陈立武去解决。刨除掉这些外部因素,英特尔内部官僚、庸碌、僵化的企业文化也是英特尔落寞的症结所在。就像很多长期就职于大公司的员工,对于他们来说,安于现状就是当下最好的选择。一旦他们处于行业领先地位,包括中层管理者和上层决策者在内,都秉持着这样一种理念:如果我什么都不做,那就不会犯错。此前,据一位曾在英特尔任职多年的中层员工透露,英特尔的内部很多员工已经基本“躺平”,包括管理者在内,他们宁愿砍掉老业务,也不想开拓新业务——他们砍业务比谷歌还狠——StrongARM、网络处理器、超宽带、ia64、基带芯片……只要跟x86服务器/PC业务没直接关系的,要么被砍,要幺半死不活。这招在过去垄断时代确实好用,躺着赚钱。但现在不同了,晶圆厂研发成本高得吓人,必须靠多元化市场分摊成本才能回本(看看台积电怎么靠众多顶级客户分摊成本的)。可惜英特尔中高层根本不关心这些“边缘业务”。错过了移动时代,又错过了AI时代,57岁的英特尔早早进入到了风烛残年的荒凉境地。然而,这些还不是最最致命的。英特尔最致命的问题是:始终没能建立起真正的软件生态壁垒。看看如今的行业巨头们:苹果有完整的操作系统和开发生态、微软通过Windows和Azure构建软件帝国、英伟达依靠CUDA让开发者深度绑定,连AMD都通过ROCm在奋力追赶……反观英特尔,在云计算时代没有核心软件栈,在AI浪潮中,他们又缺乏类似CUDA的开发者平台。这就导致一个残酷现实:英特尔的芯片性能再好,一旦竞争对手的硬件 + 软件组合更优,客户说换就换。没有软件黏性,就永远活在“性能比拼”的红海里。如今的英特尔,或许等不来救世主了,至少留给陈立武的时间不会很多了——没有人可以在如此短的任期内,把这个烂摊子给收拾干净,哪怕上帝来了也会摇头。","news_type":1},"isVote":1,"tweetType":1,"viewCount":22,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":424779062169624,"gmtCreate":1744738298439,"gmtModify":1744753900770,"author":{"id":"3549487556426766","authorId":"3549487556426766","name":"MarkPines","avatar":"https://static.tigerbbs.com/c7754e71f0f99436dac8476152159e35","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549487556426766","authorIdStr":"3549487556426766"},"themes":[],"htmlText":"下调价格你是怎么算的","listText":"下调价格你是怎么算的","text":"下调价格你是怎么算的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/424779062169624","repostId":"2527197594","repostType":2,"repost":{"id":"2527197594","kind":"highlight","weMediaInfo":{"introduction":"The most recognized names in North America, Europe and Asia rely on MT Newswires to power their applications. Better news, better service, better price.","home_visible":1,"media_name":"MT Newswires Live","id":"1092851196","head_image":"https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e"},"pubTimestamp":1744722205,"share":"https://www.laohu8.com/m/news/2527197594?lang=&edition=full","pubTime":"2025-04-15 21:03","market":"hk","language":"en","title":"Evercore ISI Cuts Intel's Price Target to $23 From $27","url":"https://stock-news.laohu8.com/highlight/detail?id=2527197594","media":"MT Newswires Live","summary":"Intel (INTC) has an average rating of Hold and mean price target of $25.42, according to analysts polled by FactSet.(MT Newswires covers equity, commodity and economic research from major banks and re","content":"<html><body><p> Intel (INTC) has an average rating of Hold and mean price target of $25.42, according to analysts polled by FactSet.</p><p>(MT Newswires covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www.mtnewswires.com/contact-us)</p></body></html>","source":"mtnewswires_news","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>Evercore ISI Cuts Intel's Price Target to $23 From $27</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\">\nEvercore ISI Cuts Intel's Price Target to $23 From $27\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092851196\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/3002d84abbd5ace3c99397c7f95b8d4e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">MT Newswires Live </p>\n<p class=\"h-time\">2025-04-15 21:03</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p> Intel (INTC) has an average rating of Hold and mean price target of $25.42, according to analysts polled by FactSet.</p><p>(MT Newswires covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www.mtnewswires.com/contact-us)</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://www.mtnewswires.com/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2527197594","content_text":"Intel (INTC) has an average rating of Hold and mean price target of $25.42, according to analysts polled by FactSet.(MT Newswires covers equity, commodity and economic research from major banks and research firms in North America, Asia and Europe. Research providers may contact us here: https://www.mtnewswires.com/contact-us)","news_type":1},"isVote":1,"tweetType":1,"viewCount":52,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":423408633606496,"gmtCreate":1744389894302,"gmtModify":1744392684247,"author":{"id":"3549487556426766","authorId":"3549487556426766","name":"MarkPines","avatar":"https://static.tigerbbs.com/c7754e71f0f99436dac8476152159e35","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549487556426766","authorIdStr":"3549487556426766"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"1\"></v-v> 大家不要相信博主说的英特尔没跌到位,其实是他们那帮人想让大家做空,好抄底英特尔,关税战对英特尔巨大利好,产业链早已经撤出中国,赴美办厂。目前价格低位,锁好自己的仓位不要卖,坐等起飞,未来可期[财迷] ","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a><v-v data-views=\"1\"></v-v> 大家不要相信博主说的英特尔没跌到位,其实是他们那帮人想让大家做空,好抄底英特尔,关税战对英特尔巨大利好,产业链早已经撤出中国,赴美办厂。目前价格低位,锁好自己的仓位不要卖,坐等起飞,未来可期[财迷] 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182%。</p><p>新加坡市场,当日老虎平台整体交易订单量较前一日提升84%,相比10月份月均订单量提升51%;订单金额较前一日提升44%,相比10月份月均订单金额提升31%。其中,美股交易活跃度显著提升,交易订单量较前一日提升88%,相比10月份月均订单量提升52%。</p><p>香港市场,当日老虎平台整体交易订单量较前一日提升47%,相比10月份月均订单量提升41%;订单金额较前一日提升87%,相比10月份月均订单金额提升39%。其中,其中美股交易订单量和交易金额增长势头强劲,交易订单量和交易金额分别较前一日提升88%和178%。</p><p>老虎国际创始人及CEO巫天华表示:“美国大选落地,特朗普再度当选,美股三大指数均大幅上涨且创下历史新高,当日老虎平台上整体交易订单量大幅提升,客户平均收益表现更佳,表明市场对美国经济前景的乐观态度,也展现了老虎平台强大的市场响应力和金融服务实力。面对特朗普当选可能引发的市场波动和政策调整,老虎平台以其全面的市场覆盖、丰富的交易品种和高效的交易系统,为投资者提供了灵活应对市场挑战的工具。例如,近期平台新推出了交易分享虚拟号,让用户可以实时追踪巴菲特、佩洛西等名人的最新交易动态和持仓变化,从而做出更为精准的投资决策,降低投资风险并寻求收益。”</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国大选日,老虎国际交易订单量激增74%,盈利用户占比逾7成</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美国大选日,老虎国际交易订单量激增74%,盈利用户占比逾7成\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-11-08 20:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>新加坡,2024年11月8日 -<strong> </strong>老虎国际平台数据显示,11月6日(美国大选落地)老虎用户交投活跃,整体交易订单量较前一日提升74%,相比10月份月均订单量提升48%;整体盈利订单量占已实现盈亏订单量63%,盈利用户数占已实现盈亏用户数76%;交易标的主要集中在 TSLA、DJT、COIN 等,其中 COIN 和 TSLA 订单量分别较前一日大幅增长 354% 和 182%。</p><p>新加坡市场,当日老虎平台整体交易订单量较前一日提升84%,相比10月份月均订单量提升51%;订单金额较前一日提升44%,相比10月份月均订单金额提升31%。其中,美股交易活跃度显著提升,交易订单量较前一日提升88%,相比10月份月均订单量提升52%。</p><p>香港市场,当日老虎平台整体交易订单量较前一日提升47%,相比10月份月均订单量提升41%;订单金额较前一日提升87%,相比10月份月均订单金额提升39%。其中,其中美股交易订单量和交易金额增长势头强劲,交易订单量和交易金额分别较前一日提升88%和178%。</p><p>老虎国际创始人及CEO巫天华表示:“美国大选落地,特朗普再度当选,美股三大指数均大幅上涨且创下历史新高,当日老虎平台上整体交易订单量大幅提升,客户平均收益表现更佳,表明市场对美国经济前景的乐观态度,也展现了老虎平台强大的市场响应力和金融服务实力。面对特朗普当选可能引发的市场波动和政策调整,老虎平台以其全面的市场覆盖、丰富的交易品种和高效的交易系统,为投资者提供了灵活应对市场挑战的工具。例如,近期平台新推出了交易分享虚拟号,让用户可以实时追踪巴菲特、佩洛西等名人的最新交易动态和持仓变化,从而做出更为精准的投资决策,降低投资风险并寻求收益。”</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TIGR":"老虎证券"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168597772","content_text":"新加坡,2024年11月8日 - 老虎国际平台数据显示,11月6日(美国大选落地)老虎用户交投活跃,整体交易订单量较前一日提升74%,相比10月份月均订单量提升48%;整体盈利订单量占已实现盈亏订单量63%,盈利用户数占已实现盈亏用户数76%;交易标的主要集中在 TSLA、DJT、COIN 等,其中 COIN 和 TSLA 订单量分别较前一日大幅增长 354% 和 182%。新加坡市场,当日老虎平台整体交易订单量较前一日提升84%,相比10月份月均订单量提升51%;订单金额较前一日提升44%,相比10月份月均订单金额提升31%。其中,美股交易活跃度显著提升,交易订单量较前一日提升88%,相比10月份月均订单量提升52%。香港市场,当日老虎平台整体交易订单量较前一日提升47%,相比10月份月均订单量提升41%;订单金额较前一日提升87%,相比10月份月均订单金额提升39%。其中,其中美股交易订单量和交易金额增长势头强劲,交易订单量和交易金额分别较前一日提升88%和178%。老虎国际创始人及CEO巫天华表示:“美国大选落地,特朗普再度当选,美股三大指数均大幅上涨且创下历史新高,当日老虎平台上整体交易订单量大幅提升,客户平均收益表现更佳,表明市场对美国经济前景的乐观态度,也展现了老虎平台强大的市场响应力和金融服务实力。面对特朗普当选可能引发的市场波动和政策调整,老虎平台以其全面的市场覆盖、丰富的交易品种和高效的交易系统,为投资者提供了灵活应对市场挑战的工具。例如,近期平台新推出了交易分享虚拟号,让用户可以实时追踪巴菲特、佩洛西等名人的最新交易动态和持仓变化,从而做出更为精准的投资决策,降低投资风险并寻求收益。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":823,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365615399964792,"gmtCreate":1730301635285,"gmtModify":1730302169655,"author":{"id":"3549487556426766","authorId":"3549487556426766","name":"MarkPines","avatar":"https://static.tigerbbs.com/c7754e71f0f99436dac8476152159e35","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549487556426766","authorIdStr":"3549487556426766"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/APHA\">$Aphria Inc.(APHA)$</a><a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>我感觉这已经不像是主力打压了,美股盘前基本跳水,有种股灾将要到来的恐怖😱,有没有和我一样的感觉,不知道还要不要抄底。","listText":"<a href=\"https://laohu8.com/S/APHA\">$Aphria Inc.(APHA)$</a><a href=\"https://laohu8.com/S/SNDL\">$Sundial Growers Inc.(SNDL)$</a>我感觉这已经不像是主力打压了,美股盘前基本跳水,有种股灾将要到来的恐怖😱,有没有和我一样的感觉,不知道还要不要抄底。","text":"$Aphria Inc.(APHA)$$Sundial Growers Inc.(SNDL)$我感觉这已经不像是主力打压了,美股盘前基本跳水,有种股灾将要到来的恐怖😱,有没有和我一样的感觉,不知道还要不要抄底。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":8,"commentSize":6,"repostSize":1,"link":"https://laohu8.com/post/369704678","isVote":1,"tweetType":1,"viewCount":8259,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3464209514184414","authorId":"3464209514184414","name":"翻车老司机","avatar":"https://static.tigerbbs.com/3e73abc2998aa19e38a352a63123ea28","crmLevel":1,"crmLevelSwitch":0,"idStr":"3464209514184414","authorIdStr":"3464209514184414"},"content":"不要枣摇 2020年最艰难已经guoqu 以后只会越来越好","text":"不要枣摇 2020年最艰难已经guoqu 以后只会越来越好","html":"不要枣摇 2020年最艰难已经guoqu 以后只会越来越好"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":351915147,"gmtCreate":1616552593389,"gmtModify":1616679152386,"author":{"id":"3549487556426766","authorId":"3549487556426766","name":"MarkPines","avatar":"https://static.tigerbbs.com/c7754e71f0f99436dac8476152159e35","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3549487556426766","authorIdStr":"3549487556426766"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01024\">$快手-W(01024)$</a>快手真不怎么样,和抖音同样是做短视频,抖音才是年轻人的最爱,早晚快手会被抖音挤死,像我身边的人都不喜欢快手,都喜欢玩抖音,快手急于上市明显就是奔着套现退市。","listText":"<a 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href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$</a>今天tilray股价已经算是底部了,今天适当买进,我预测tilray明天大涨,因为tilray明天直播财报,说明了是为了做好吸引投资者,如果财报为亏损的话,就没必要搞直播,所以我赌明天tilray大涨。","listText":"<a href=\"https://laohu8.com/S/TLRY\">$Tilray Inc.(TLRY)$</a>今天tilray股价已经算是底部了,今天适当买进,我预测tilray明天大涨,因为tilray明天直播财报,说明了是为了做好吸引投资者,如果财报为亏损的话,就没必要搞直播,所以我赌明天tilray大涨。","text":"$Tilray 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