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takahashi
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takahashi
takahashi
·
04-12
已经豁免 开香槟
苹果股价连续反弹,市场在押注iPhone获得关税豁免吗?
“90%的投资者都相信苹果将获得关税豁免”,毕竟,苹果在特朗普1.0时期就获得过一次豁免。华尔街认为,“美国优先”政策指引下,特朗普可能不会希望伤害像苹果这样的美国标志性企业,特别是在该公司承诺未来四年在美国投资5000亿美元之后。
苹果股价连续反弹,市场在押注iPhone获得关税豁免吗?
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takahashi
takahashi
·
04-12
已经豁免了
美国宣布对笔记本电脑、智能手机、集成电路等豁免征收“对等关税”
智通财经APP获悉,美国海关及边境保护局在美国时间 11 日晚间发布最新公告,针对第 14257 号行政命令所施行的对等关税措施,公布明确排除适用的产品列表与报关操作指南。据《货运系统讯息服务》公告,CBP 明确指出,凡产品正确归类于所列《美国统一关税表》号别及子号别者,可适用对等关税排除措施。
美国宣布对笔记本电脑、智能手机、集成电路等豁免征收“对等关税”
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takahashi
takahashi
·
04-01
$NEBIUS(NBIS)$
$NEBIUS(NBIS)$ 泥妹空军是没吃饭吗?用力砸呀
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takahashi
takahashi
·
02-26
$美国超微公司(AMD)$
cnbglbamd
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takahashi
takahashi
·
02-22
$MicroCloud Hologram Inc.(HOLO)$
是不是少了一位小数点,你大哥mlgo都快十倍了
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takahashi
takahashi
·
02-21
$阿里巴巴(BABA)$
同样是财报双b 看看人家unity 面a那点逻辑真是无处不在
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takahashi
takahashi
·
02-07
$Nikola Corporation(NKLA)$
个**
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takahashi
takahashi
·
01-31
没见intel涨
英特尔给AMD制造了大麻烦
英特尔能够将最大核心数增加到 128 个,是其前代产品的两倍,评论表明英特尔在性能方面已基本赶上 AMD。对此举的第二种解读是,英特尔正在采取积极措施夺回市场份额。大幅降价可能会损害英特尔的利润率,但这并不是定论。削弱AMD的发展势头无论降价的原因是什么,英特尔最新的服务器 CPU 现在比 AMD 的 CPU 更具吸引力。不过,有一点要记住,英特尔和 AMD 服务器 CPU 的标价并不是大客户实际支付的价格。
英特尔给AMD制造了大麻烦
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takahashi
takahashi
·
2024-11-13
$Unity Software Inc.(U)$
嚯-///呸
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开香槟","listText":"已经豁免 开香槟","text":"已经豁免 开香槟","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/423708789985648","repostId":"2526605266","repostType":4,"repost":{"id":"2526605266","kind":"news","pubTimestamp":1744450470,"share":"https://www.laohunote.com/m/news/2526605266?lang=&edition=full","pubTime":"2025-04-12 17:34","market":"us","language":"zh","title":"苹果股价连续反弹,市场在押注iPhone获得关税豁免吗?","url":"https://stock-news.laohu8.com/highlight/detail?id=2526605266","media":"华尔街见闻","summary":"“90%的投资者都相信苹果将获得关税豁免”,毕竟,苹果在特朗普1.0时期就获得过一次豁免。华尔街认为,“美国优先”政策指引下,特朗普可能不会希望伤害像苹果这样的美国标志性企业,特别是在该公司承诺未来四年在美国投资5000亿美元之后。","content":"<html><head></head><body><blockquote><p>“90%的投资者都相信苹果将获得关税豁免”,毕竟,苹果在特朗普1.0时期就获得过一次豁免。华尔街认为,“美国优先”政策指引下,特朗普可能不会希望伤害像苹果这样的美国标志性企业,特别是在该公司承诺未来四年在美国投资5000亿美元之后。</p></blockquote><p>关税豁免预期升温,<a href=\"https://laohu8.com/S/AAPL\">苹果</a>股价反弹。</p><p>特朗普关税大棒落地后,苹果股价经历了一波暴跌,但在过去两天,意外出现了剧烈反弹。<strong>苹果股价自4月9日以来飙升了15%,市值增加4000多亿美元,本周五股价单日上涨4.1%,收于198.15美元。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b0c723c5eb7d81355b7369ebb2ca978\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>这一反弹源自华尔街分析师和投资者越来越相信苹果将获得关税豁免,这一预期已成为支撑股价的关键因素。</strong></p><p>CFRA Research分析师Angelo Zino表示,苹果获得豁免的可能性已经显著增加:</p><blockquote><p>“按目前情况,<strong>关税影响对苹果来说尤为严重,潜在增加其销售成本约500亿美元。</strong>”</p><p>“我们预计苹果会推迟将任何关税成本转嫁给消费者,直到秋季产品周期,同时如果贸易协议短期内无法实现,我们将苹果获得特殊豁免的概率从20%提高到50%。”</p></blockquote><p>Mizuho Securities交易台分析师Jordan Klein的观点更为乐观,他表示与之交谈的投资者都坚信特朗普将向苹果提供豁免:</p><blockquote><p>“90%的投资者似乎相信苹果将获得关税豁免,毕竟该公司在2018年特朗普执政期间就获得过一次豁免。”</p></blockquote><h2 id=\"id_1896526236\">美国就业与政治考量支撑豁免可能</h2><p>在当前地缘政治紧张局势下,苹果独特的地位可能成为其获得特殊待遇的关键。</p><p>分析师们指出,<strong>特朗普不会希望伤害像苹果这样的美国标志性企业,</strong>特别是在该公司承诺未来四年在美国制造业和其他国内投资上支出超过5000亿美元之后。</p><p>Jordan Klein强调:</p><blockquote><p><strong>“该公司雇佣了太多人,美国选民过度依赖iPhone,不会接受iPhone售价达到2000美元的情况。”</strong></p></blockquote><p>另一个支持苹果获得豁免的论点是,<strong>特朗普的关税政策可能反而助力了苹果的主要竞争对手——韩国的<a href=\"https://laohu8.com/S/SSNLF\">三星电子</a>。</strong>从政治角度看,这种结果显然与特朗普的“美国优先”政策相悖。</p><h2 id=\"id_2252992744\">苹果并非完全依赖豁免,已开始多管齐下应对</h2><p>尽管市场普遍看好苹果获得豁免的前景,但该公司并未将所有希望寄托于此。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>分析师Erik Woodring表示:</p><blockquote><p>“我们不认为苹果将仅仅押注于总统豁免,而且正如我们在跟踪该公司时所了解的,苹果始终保持长期思考。”</p></blockquote><p>苹果近年来一直致力于将其产业链多元化,包括将部分iPhone生产转移到印度。在90天关税缓期内,苹果可能将寻求其印度合作伙伴,以满足美国iPhone需求。</p><p>Woodring估计,为满足美国的iPhone需求,<strong>苹果需要将其印度生产能力提高一倍,尽管这可能需要更长时间才能实现。</strong></p><p>还有观点指出,另一种策略是<strong>通过提供融资计划、增加运营商补贴和提高以旧换新价值</strong>来缓解人为抬高的iPhone价格。</p><p>如果无法获得豁免,苹果可能会采取其他策略减轻关税压力。大摩分析称,苹果可能会取消低端iPhone存储模型,将需求转向利润率更高的iPhone型号。</p></body></html>","source":"wallstreetcn_hot_news","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" 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hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n苹果股价连续反弹,市场在押注iPhone获得关税豁免吗?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-12 17:34 北京时间 <a href=https://wallstreetcn.com/articles/3745086><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“90%的投资者都相信苹果将获得关税豁免”,毕竟,苹果在特朗普1.0时期就获得过一次豁免。华尔街认为,“美国优先”政策指引下,特朗普可能不会希望伤害像苹果这样的美国标志性企业,特别是在该公司承诺未来四年在美国投资5000亿美元之后。关税豁免预期升温,苹果股价反弹。特朗普关税大棒落地后,苹果股价经历了一波暴跌,但在过去两天,意外出现了剧烈反弹。苹果股价自4月9日以来飙升了15%,市值增加4000...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3745086\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9dd8e37009a141c78b4a4ede34830062","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3745086","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2526605266","content_text":"“90%的投资者都相信苹果将获得关税豁免”,毕竟,苹果在特朗普1.0时期就获得过一次豁免。华尔街认为,“美国优先”政策指引下,特朗普可能不会希望伤害像苹果这样的美国标志性企业,特别是在该公司承诺未来四年在美国投资5000亿美元之后。关税豁免预期升温,苹果股价反弹。特朗普关税大棒落地后,苹果股价经历了一波暴跌,但在过去两天,意外出现了剧烈反弹。苹果股价自4月9日以来飙升了15%,市值增加4000多亿美元,本周五股价单日上涨4.1%,收于198.15美元。这一反弹源自华尔街分析师和投资者越来越相信苹果将获得关税豁免,这一预期已成为支撑股价的关键因素。CFRA Research分析师Angelo Zino表示,苹果获得豁免的可能性已经显著增加:“按目前情况,关税影响对苹果来说尤为严重,潜在增加其销售成本约500亿美元。”“我们预计苹果会推迟将任何关税成本转嫁给消费者,直到秋季产品周期,同时如果贸易协议短期内无法实现,我们将苹果获得特殊豁免的概率从20%提高到50%。”Mizuho Securities交易台分析师Jordan Klein的观点更为乐观,他表示与之交谈的投资者都坚信特朗普将向苹果提供豁免:“90%的投资者似乎相信苹果将获得关税豁免,毕竟该公司在2018年特朗普执政期间就获得过一次豁免。”美国就业与政治考量支撑豁免可能在当前地缘政治紧张局势下,苹果独特的地位可能成为其获得特殊待遇的关键。分析师们指出,特朗普不会希望伤害像苹果这样的美国标志性企业,特别是在该公司承诺未来四年在美国制造业和其他国内投资上支出超过5000亿美元之后。Jordan Klein强调:“该公司雇佣了太多人,美国选民过度依赖iPhone,不会接受iPhone售价达到2000美元的情况。”另一个支持苹果获得豁免的论点是,特朗普的关税政策可能反而助力了苹果的主要竞争对手——韩国的三星电子。从政治角度看,这种结果显然与特朗普的“美国优先”政策相悖。苹果并非完全依赖豁免,已开始多管齐下应对尽管市场普遍看好苹果获得豁免的前景,但该公司并未将所有希望寄托于此。摩根士丹利分析师Erik Woodring表示:“我们不认为苹果将仅仅押注于总统豁免,而且正如我们在跟踪该公司时所了解的,苹果始终保持长期思考。”苹果近年来一直致力于将其产业链多元化,包括将部分iPhone生产转移到印度。在90天关税缓期内,苹果可能将寻求其印度合作伙伴,以满足美国iPhone需求。Woodring估计,为满足美国的iPhone需求,苹果需要将其印度生产能力提高一倍,尽管这可能需要更长时间才能实现。还有观点指出,另一种策略是通过提供融资计划、增加运营商补贴和提高以旧换新价值来缓解人为抬高的iPhone价格。如果无法获得豁免,苹果可能会采取其他策略减轻关税压力。大摩分析称,苹果可能会取消低端iPhone存储模型,将需求转向利润率更高的iPhone型号。","news_type":1},"isVote":1,"tweetType":1,"viewCount":8,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":423710499042112,"gmtCreate":1744463556795,"gmtModify":1744463558983,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"已经豁免了","listText":"已经豁免了","text":"已经豁免了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/423710499042112","repostId":"2526606511","repostType":4,"repost":{"id":"2526606511","kind":"news","pubTimestamp":1744451929,"share":"https://www.laohunote.com/m/news/2526606511?lang=&edition=full","pubTime":"2025-04-12 17:58","market":"us","language":"zh","title":"美国宣布对笔记本电脑、智能手机、集成电路等豁免征收“对等关税”","url":"https://stock-news.laohu8.com/highlight/detail?id=2526606511","media":"智通财经","summary":"智通财经APP获悉,美国海关及边境保护局在美国时间 11 日晚间发布最新公告,针对第 14257 号行政命令所施行的对等关税措施,公布明确排除适用的产品列表与报关操作指南。据《货运系统讯息服务》公告,CBP 明确指出,凡产品正确归类于所列《美国统一关税表》号别及子号别者,可适用对等关税排除措施。","content":"<html><head></head><body><p>智通财经APP获悉,美国海关及边境保护局(CBP)在美国时间 11 日晚间发布最新公告,针对第 14257 号行政命令所施行的对等关税措施,公布明确排除适用的产品列表与报关操作指南。</p><p>据《货运系统讯息服务》(CSMS #64724565)公告,CBP 明确指出,凡产品正确归类于所列《美国统一关税表》(HTSUS)号别及子号别者,可适用对等关税排除措施。依据备忘录内容,这些产品将不再被课征依据第 14257 号行政命令(2025 年 4 月 2 日公布)所施行的额外国别税率。该措施自美东时间 2025 年 4 月 5 日凌晨 12 时 01 分起生效。</p><p>CBP 释出的 20 项关税豁免编码包括:</p><p>8471</p><p>8473.30</p><p>8486</p><p>8517.13.00</p><p>8517.62.00</p><p>8523.51.00</p><p>8524</p><p>8528.52.00</p><p>8541.10.00</p><p>8541.21.00</p><p>8541.29.00</p><p>8541.30.00</p><p>8541.49.10</p><p>8541.49.70</p><p>8541.49.80</p><p>8541.49.95</p><p>8541.51.00</p><p>8541.59.00</p><p>8541.90.00</p><p>8542</p><p>此 20 项关税豁免编码当中包含的范畴包括了笔记本电脑,智能手机、平板电脑、智能手表等消费电子产品,另外也包括了电视与<a href=\"https://laohu8.com/S/000591\">太阳能</a>相关产品。</p><p>此外,CBP 也提醒,近日系统曾因报关代码更新失效导致部分货物无法正确适用 10% 关税,该故障已于 11 日修复,CBP 要求业者重新提交受影响的报关摘要,以维护合规与权益。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国宣布对笔记本电脑、智能手机、集成电路等豁免征收“对等关税”</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美国宣布对笔记本电脑、智能手机、集成电路等豁免征收“对等关税”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-12 17:58 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1277768.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,美国海关及边境保护局(CBP)在美国时间 11 日晚间发布最新公告,针对第 14257 号行政命令所施行的对等关税措施,公布明确排除适用的产品列表与报关操作指南。据《货运系统讯息服务》(CSMS #64724565)公告,CBP 明确指出,凡产品正确归类于所列《美国统一关税表》(HTSUS)号别及子号别者,可适用对等关税排除措施。依据备忘录内容,这些产品将不再被课征依据第 ...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1277768.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{},"source_url":"http://www.zhitongcaijing.com/content/detail/1277768.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2526606511","content_text":"智通财经APP获悉,美国海关及边境保护局(CBP)在美国时间 11 日晚间发布最新公告,针对第 14257 号行政命令所施行的对等关税措施,公布明确排除适用的产品列表与报关操作指南。据《货运系统讯息服务》(CSMS #64724565)公告,CBP 明确指出,凡产品正确归类于所列《美国统一关税表》(HTSUS)号别及子号别者,可适用对等关税排除措施。依据备忘录内容,这些产品将不再被课征依据第 14257 号行政命令(2025 年 4 月 2 日公布)所施行的额外国别税率。该措施自美东时间 2025 年 4 月 5 日凌晨 12 时 01 分起生效。CBP 释出的 20 项关税豁免编码包括:84718473.3084868517.13.008517.62.008523.51.0085248528.52.008541.10.008541.21.008541.29.008541.30.008541.49.108541.49.708541.49.808541.49.958541.51.008541.59.008541.90.008542此 20 项关税豁免编码当中包含的范畴包括了笔记本电脑,智能手机、平板电脑、智能手表等消费电子产品,另外也包括了电视与太阳能相关产品。此外,CBP 也提醒,近日系统曾因报关代码更新失效导致部分货物无法正确适用 10% 关税,该故障已于 11 日修复,CBP 要求业者重新提交受影响的报关摘要,以维护合规与权益。","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":419470512132728,"gmtCreate":1743441036034,"gmtModify":1743441037666,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$</a> $NEBIUS(NBIS)$ 泥妹空军是没吃饭吗?用力砸呀","listText":"<a href=\"https://laohu8.com/S/NBIS\">$NEBIUS(NBIS)$</a> $NEBIUS(NBIS)$ 泥妹空军是没吃饭吗?用力砸呀","text":"$NEBIUS(NBIS)$ $NEBIUS(NBIS)$ 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是不是少了一位小数点,你大哥mlgo都快十倍了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/406047887757664","isVote":1,"tweetType":1,"viewCount":640,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":405684336152824,"gmtCreate":1740071068757,"gmtModify":1740071070260,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a> 同样是财报双b 看看人家unity 面a那点逻辑真是无处不在","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a> 同样是财报双b 看看人家unity 面a那点逻辑真是无处不在","text":"$阿里巴巴(BABA)$ 同样是财报双b 看看人家unity 面a那点逻辑真是无处不在","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/405684336152824","isVote":1,"tweetType":1,"viewCount":955,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4161659477962062","authorId":"4161659477962062","name":"英伟达蓝星之光","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4161659477962062","authorIdStr":"4161659477962062"},"content":"感觉是阿里巴巴的财报被泄露很久了","text":"感觉是阿里巴巴的财报被泄露很久了","html":"感觉是阿里巴巴的财报被泄露很久了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":401113129427400,"gmtCreate":1738935483946,"gmtModify":1738936386938,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NKLA\">$Nikola Corporation(NKLA)$ </a> 个**","listText":"<a href=\"https://laohu8.com/S/NKLA\">$Nikola Corporation(NKLA)$ </a> 个**","text":"$Nikola Corporation(NKLA)$ 个**","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/401113129427400","isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398183816331824,"gmtCreate":1738254114726,"gmtModify":1738276322468,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"没见intel涨","listText":"没见intel涨","text":"没见intel涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398183816331824","repostId":"2507699580","repostType":2,"repost":{"id":"2507699580","kind":"news","pubTimestamp":1738226216,"share":"https://www.laohunote.com/m/news/2507699580?lang=&edition=full","pubTime":"2025-01-30 16:36","market":"us","language":"zh","title":"英特尔给AMD制造了大麻烦","url":"https://stock-news.laohu8.com/highlight/detail?id=2507699580","media":"半导体行业观察","summary":"英特尔能够将最大核心数增加到 128 个,是其前代产品的两倍,评论表明英特尔在性能方面已基本赶上 AMD。对此举的第二种解读是,英特尔正在采取积极措施夺回市场份额。大幅降价可能会损害英特尔的利润率,但这并不是定论。削弱AMD的发展势头无论降价的原因是什么,英特尔最新的服务器 CPU 现在比 AMD 的 CPU 更具吸引力。不过,有一点要记住,英特尔和 AMD 服务器 CPU 的标价并不是大客户实际支付的价格。","content":"<html><head></head><body><p>半导体巨头<a href=\"https://laohu8.com/S/INTC\">英特尔</a>正陷入生存危机。该公司缺乏固定的首席执行官,其以代工为中心的战略悬而未决,市场份额的损失给财务带来了压力,其人工智能 (AI) 芯片业务也遭遇了很大挫折。</p><p>虽然英特尔有很多问题,但服务器 CPU 业务是该公司取得真正进展的一个领域。几年前,竞争对手 AMD 凭借 Genoa 系列芯片超越了英特尔,在核心数量、性能和效率方面击败了市场领导者。虽然花了一段时间,但英特尔终于在去年凭借其Granite Rapids 服务器CPU 找到了答案。</p><p>Granite Rapids 是英特尔的关键产品。该芯片系列最终将该公司的主线服务器 CPU 产品从老化的英特尔 7 制造工艺转移到更先进的英特尔 3 工艺,这一转变带来了显着的性能和效率提升。英特尔能够将最大核心数增加到 128 个,是其前代产品的两倍,评论表明英特尔在性能方面已基本赶上 AMD。</p><p><strong>意外降价</strong></p><p>Granite Rapids 的发布会上,有一点让人有些意外,那就是定价。英特尔决定大手笔下手,将旗舰机型的定价定在了 x86 服务器 CPU 的最高水平。考虑到当时英特尔仍在奋力追赶,这一定价决定要么表明英特尔对 Granite Rapids 非常有信心,要么表明该公司还没有接受如今的竞争格局与几年前大不相同的事实。</p><p>Tom's Hardware本周早些时候报道称,英特尔在未正式宣布的情况下大幅下调了 Granite Rapids CPU 的标价。旗舰型号的标价目前为12460美元,比最初的发布价低了整整5340美元。其他型号也进行了降价,使其价格低于同类 AMD 替代产品。</p><p>值得注意的是,此次降价使得最高端 Granite Rapids 芯片的每核价格远低于 AMD 的顶级芯片,这使得 Granite Rapids 对构建密集云数据中心的客户来说具有吸引力。</p><p>有几种方法可以解释此次降价。首先,Granite Rapids 的销量可能不如英特尔所希望的那样好。虽然该产品系列看起来不错,但定价过高可能会赶走客户。英特尔定于周四公布季度业绩,因此希望该公司能提供最新消息。</p><p>对此举的第二种解读是,英特尔正在采取积极措施夺回市场份额。该公司仍然是服务器 CPU 市场的领导者,但 AMD 在过去几年中取得了巨大的增长。AMD 的 x86 服务器单位份额在 2024 年第三季度为 24.2%,高于 2020 年第三季度的 6.6%。</p><p>事实可能是两者兼而有之。大幅降价可能会损害英特尔的利润率,但这并不是定论。由于英特尔采用英特尔 3 工艺在内部生产 Granite Rapids,如果降价能提高单位销量并提高公司晶圆厂的利用率,利润率可能不会受到太大影响。英特尔 3 是英特尔向代工客户提供的一种工艺,该公司可能有需要填补的过剩产能。</p><p><strong>削弱AMD的发展势头</strong></p><p>无论降价的原因是什么,英特尔最新的服务器 CPU 现在比 AMD 的 CPU 更具吸引力。AMD 将制造业务外包给<a href=\"https://laohu8.com/S/TSM\">台积电</a>,因此如果该公司因此降价,将侵蚀其利润率。</p><p>不过,有一点要记住,英特尔和 AMD 服务器 CPU 的标价并不是大客户实际支付的价格。相反,它们是一个上限。英特尔可能一直在为云计算客户提供大幅折扣。</p><p>无论如何,英特尔似乎正在全力以赴,试图让其数据中心业务恢复正常,并夺回过去几年失去的部分市场份额。凭借稳定且具有竞争力的产品阵容,激进的定价可能正是该公司扭转局面所需要的。</p><p>参考链接</p><p>https://finance.yahoo.com/news/intel-just-created-big-problem-104000212.html</p></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>英特尔给AMD制造了大麻烦</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英特尔给AMD制造了大麻烦\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-30 16:36 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250130101936abbcd208&s=b><strong>半导体行业观察</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>半导体巨头英特尔正陷入生存危机。该公司缺乏固定的首席执行官,其以代工为中心的战略悬而未决,市场份额的损失给财务带来了压力,其人工智能 (AI) 芯片业务也遭遇了很大挫折。虽然英特尔有很多问题,但服务器 CPU 业务是该公司取得真正进展的一个领域。几年前,竞争对手 AMD 凭借 Genoa 系列芯片超越了英特尔,在核心数量、性能和效率方面击败了市场领导者。虽然花了一段时间,但英特尔终于在去年凭借其...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250130101936abbcd208&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"GFS":"GLOBALFOUNDRIES Inc.","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK4529":"IDC概念","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","BK4532":"文艺复兴科技持仓","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","BK4515":"5G概念","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4550":"红杉资本持仓","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A 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TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","INTC":"英特尔","BK4527":"明星科技股","BK4588":"碎股","LU0082616367.USD":"摩根大通美国科技A(dist)","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","BK4566":"资本集团","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4573":"虚拟现实","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","LU0109392836.USD":"富兰克林科技股A","BK4512":"苹果概念","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250130101936abbcd208&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2507699580","content_text":"半导体巨头英特尔正陷入生存危机。该公司缺乏固定的首席执行官,其以代工为中心的战略悬而未决,市场份额的损失给财务带来了压力,其人工智能 (AI) 芯片业务也遭遇了很大挫折。虽然英特尔有很多问题,但服务器 CPU 业务是该公司取得真正进展的一个领域。几年前,竞争对手 AMD 凭借 Genoa 系列芯片超越了英特尔,在核心数量、性能和效率方面击败了市场领导者。虽然花了一段时间,但英特尔终于在去年凭借其Granite Rapids 服务器CPU 找到了答案。Granite Rapids 是英特尔的关键产品。该芯片系列最终将该公司的主线服务器 CPU 产品从老化的英特尔 7 制造工艺转移到更先进的英特尔 3 工艺,这一转变带来了显着的性能和效率提升。英特尔能够将最大核心数增加到 128 个,是其前代产品的两倍,评论表明英特尔在性能方面已基本赶上 AMD。意外降价Granite Rapids 的发布会上,有一点让人有些意外,那就是定价。英特尔决定大手笔下手,将旗舰机型的定价定在了 x86 服务器 CPU 的最高水平。考虑到当时英特尔仍在奋力追赶,这一定价决定要么表明英特尔对 Granite Rapids 非常有信心,要么表明该公司还没有接受如今的竞争格局与几年前大不相同的事实。Tom's Hardware本周早些时候报道称,英特尔在未正式宣布的情况下大幅下调了 Granite Rapids CPU 的标价。旗舰型号的标价目前为12460美元,比最初的发布价低了整整5340美元。其他型号也进行了降价,使其价格低于同类 AMD 替代产品。值得注意的是,此次降价使得最高端 Granite Rapids 芯片的每核价格远低于 AMD 的顶级芯片,这使得 Granite Rapids 对构建密集云数据中心的客户来说具有吸引力。有几种方法可以解释此次降价。首先,Granite Rapids 的销量可能不如英特尔所希望的那样好。虽然该产品系列看起来不错,但定价过高可能会赶走客户。英特尔定于周四公布季度业绩,因此希望该公司能提供最新消息。对此举的第二种解读是,英特尔正在采取积极措施夺回市场份额。该公司仍然是服务器 CPU 市场的领导者,但 AMD 在过去几年中取得了巨大的增长。AMD 的 x86 服务器单位份额在 2024 年第三季度为 24.2%,高于 2020 年第三季度的 6.6%。事实可能是两者兼而有之。大幅降价可能会损害英特尔的利润率,但这并不是定论。由于英特尔采用英特尔 3 工艺在内部生产 Granite Rapids,如果降价能提高单位销量并提高公司晶圆厂的利用率,利润率可能不会受到太大影响。英特尔 3 是英特尔向代工客户提供的一种工艺,该公司可能有需要填补的过剩产能。削弱AMD的发展势头无论降价的原因是什么,英特尔最新的服务器 CPU 现在比 AMD 的 CPU 更具吸引力。AMD 将制造业务外包给台积电,因此如果该公司因此降价,将侵蚀其利润率。不过,有一点要记住,英特尔和 AMD 服务器 CPU 的标价并不是大客户实际支付的价格。相反,它们是一个上限。英特尔可能一直在为云计算客户提供大幅折扣。无论如何,英特尔似乎正在全力以赴,试图让其数据中心业务恢复正常,并夺回过去几年失去的部分市场份额。凭借稳定且具有竞争力的产品阵容,激进的定价可能正是该公司扭转局面所需要的。参考链接https://finance.yahoo.com/news/intel-just-created-big-problem-104000212.html","news_type":1},"isVote":1,"tweetType":1,"viewCount":479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":370245821051008,"gmtCreate":1731430077278,"gmtModify":1731430954888,"author":{"id":"3576119814530073","authorId":"3576119814530073","name":"takahashi","avatar":"https://static.tigerbbs.com/3f12c7d8784688fa5f83836ec48f9e90","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576119814530073","authorIdStr":"3576119814530073"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$ </a> 嚯-///呸","listText":"<a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$ </a> 嚯-///呸","text":"$Unity Software Inc.(U)$ 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