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2022-06-27
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2022-01-11
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PC 市场预计今年大幅降温 英特尔AMD竞争会更激烈
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2022-01-07
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2021-09-03
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17:26","market":"hk","language":"zh","title":"PC 市场预计今年大幅降温 英特尔AMD竞争会更激烈","url":"https://stock-news.laohu8.com/highlight/detail?id=2202322179","media":"网易科技","summary":"【PC 市场预计今年大幅降温 英特尔AMD竞争会更激烈】1 月 10 日消息，在经历了一波销售热潮之后，预计今年个人电脑市场将大幅降温。这使得英特尔和 AMD 两家芯片制造商之间的竞争更为激烈：AMD...","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=105.INTC&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=105.AMD&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p> 1 月 10 日消息，在经历了一波销售热潮之后，预计今年个人电脑市场将大幅降温。这使得<span><a href=\"https://laohu8.com/S/INTC\">英特尔</a></span><span></span>和 <a href=\"https://laohu8.com/S/AMD\">AMD</a> 两家芯片制造商之间的竞争更为激烈：AMD 需要继续抢占更多市场份额，但<span href=\"http://quote.eastmoney.com/unify/r/105.INTC\" target=\"_blank\" web=\"1\">英特尔</span>不能再失去自留地。</p><p> <span href=\"http://quote.eastmoney.com/unify/r/105.INTC\" target=\"_blank\" web=\"1\">英特尔</span>和 AMD 在个人电脑市场的竞争可以追溯到几十年前，但双方较量真正开始回温是在 2018 年，当时 AMD 开始发售<span><a href=\"https://laohu8.com/S/TSM\">台积电</a></span><span></span>最先进制造工艺代工的新款处理器，而英特尔还在埋头提升自家生产工艺。这使得 AMD 芯片相对于英特尔芯片开始具有一定优势。根据市场研究机构 Mercury Research 的数据，2021 年第三季度 AMD 在全球个人电脑芯片总销量中约占到 21%，比四年前 8% 的市场份额增加了一倍多。</p><p> 图示：过去两年 AMD 和英特尔都从个人电脑市场的大热中获益，但今年市场预计将大幅降温</p><p> 虽然投资者更为关注两家公司在数据中心芯片市场上的竞争，但个人电脑市场仍然是这两家公司的主要收入来源。随着个人电脑销售增长趋缓，两家公司的竞争可能会更为激烈。</p><p> 市场研究公司 IDC 估计，2021 年个人电脑发货量增长近 12% 至 3.376 亿台，而前一年的增幅为 13%。但 IDC 预计，今年个人电脑销量将与去年持平，2023 年仅会增长 1%。</p><p> 上周，英特尔和 AMD 都在本年度国际<span>消费电子</span><span></span>展上推广了即将推出的个人电脑芯片。最新推出的产品主要面向占个人电脑市场约四分之三份额的笔记本电脑。英特尔发布首批采用 Intel 7 制造工艺的笔记本芯片，而 AMD 的锐龙芯片将采用<span href=\"http://quote.eastmoney.com/unify/r/106.TSM\" target=\"_blank\" web=\"1\">台积电</span>的 6 纳米制程工艺。分析人士对哪种芯片前景更好的看法不一。投行<a href=\"https://laohu8.com/S/JEF\">杰富瑞</a> (Jefferies) <span>分析师</span>马克里帕西斯 (Mark Lipacis) 预计，AMD 将继续从英特尔手中夺取市场份额，而研究机构 New Street Research 的皮埃尔费拉居 (Pierre Ferragu) 则预计，英特尔的新产品会帮助其“恢复竞争力”。</p><p> 两家公司都不甘人后。在过去的 12 个月里，投资者推动 AMD 股价上涨 39%，超过了许多其他芯片厂商。分析师预计，在 2021 年飙涨 65% 之后，未来两年内 AMD 营收将继续实现两位数的增长。另一方面，英特尔迫切希望阻止市场份额的流失，公司需要维持业务和现金流，不断缩小与<span href=\"http://quote.eastmoney.com/unify/r/106.TSM\" target=\"_blank\" web=\"1\">台积电</span>在制造工艺方面的差距。</p><p> 但两家公司面临的另一个潜在问题是，由于搭载<span><a href=\"https://laohu8.com/S/AAPL\">苹果</a></span><span></span>自行设计芯片的新款 Mac 电脑取得成功，基于 AMD 架构的芯片可能会获得更多关注。<span><a href=\"https://laohu8.com/S/QCOM\">高通</a></span><span></span>在国际<span href=\"http://quote.eastmoney.com/unify/r/90.BK1037\" target=\"_blank\" web=\"1\">消费电子</span>展上宣布，200 多家企业客户正在<span><a href=\"https://laohu8.com/S/MSFT\">微软</a></span><span></span> Windows 设备上测试或部署该公司基于 ARM 架构的骁龙芯片。投行 Raymond James 的克里斯卡索 (Chris Caso)表示，“个人电脑制造商需要对基于 M1 的新款 Mac 电脑做出强有力回应，”但像骁龙等 ARM 架构芯片的市场份额将以抢占英特尔和 AMD 生产的 X86 芯片份额为代价。</p><p> 无论如何有一件事是肯定的。即使增长放缓，今年的个人电脑市场仍将令人兴奋不已。</p><p>（文章来源：<span><a href=\"https://laohu8.com/S/NTES\">网易</a></span><span></span>科技）</p>\n</div></body></html>","source":"stock_eastmoney","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>PC 市场预计今年大幅降温 英特尔AMD竞争会更激烈</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\">\nPC 市场预计今年大幅降温 英特尔AMD竞争会更激烈\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-10 17:26 北京时间 <a href=http://stock.eastmoney.com/a/202201102242252226.html><strong>网易科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1 月 10 日消息，在经历了一波销售热潮之后，预计今年个人电脑市场将大幅降温。这使得英特尔和 AMD 两家芯片制造商之间的竞争更为激烈：AMD 需要继续抢占更多市场份额，但英特尔不能再失去自留地。 英特尔和 AMD 在个人电脑市场的竞争可以追溯到几十年前，但双方较量真正开始回温是在 2018 年，当时 AMD 开始发售台积电最先进制造工艺代工的新款处理器，而英特尔还在埋头提升自家生产工艺。这...</p>\n\n<a href=\"http://stock.eastmoney.com/a/202201102242252226.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/0eb98587b5c81b2fc132df8572df3306","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4512":"苹果概念","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","BK4554":"元宇宙及AR概念","BK4550":"红杉资本持仓","BK4566":"资本集团","BK4515":"5G概念","BK4532":"文艺复兴科技持仓","AMD":"美国超微公司","BK4535":"淡马锡持仓","INTC":"英特尔","BK4527":"明星科技股","BK4529":"IDC概念"},"source_url":"http://stock.eastmoney.com/a/202201102242252226.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2202322179","content_text":"1 月 10 日消息，在经历了一波销售热潮之后，预计今年个人电脑市场将大幅降温。这使得英特尔和 AMD 两家芯片制造商之间的竞争更为激烈：AMD 需要继续抢占更多市场份额，但英特尔不能再失去自留地。 英特尔和 AMD 在个人电脑市场的竞争可以追溯到几十年前，但双方较量真正开始回温是在 2018 年，当时 AMD 开始发售台积电最先进制造工艺代工的新款处理器，而英特尔还在埋头提升自家生产工艺。这使得 AMD 芯片相对于英特尔芯片开始具有一定优势。根据市场研究机构 Mercury Research 的数据，2021 年第三季度 AMD 在全球个人电脑芯片总销量中约占到 21%，比四年前 8% 的市场份额增加了一倍多。 图示：过去两年 AMD 和英特尔都从个人电脑市场的大热中获益，但今年市场预计将大幅降温 虽然投资者更为关注两家公司在数据中心芯片市场上的竞争，但个人电脑市场仍然是这两家公司的主要收入来源。随着个人电脑销售增长趋缓，两家公司的竞争可能会更为激烈。 市场研究公司 IDC 估计，2021 年个人电脑发货量增长近 12% 至 3.376 亿台，而前一年的增幅为 13%。但 IDC 预计，今年个人电脑销量将与去年持平，2023 年仅会增长 1%。 上周，英特尔和 AMD 都在本年度国际消费电子展上推广了即将推出的个人电脑芯片。最新推出的产品主要面向占个人电脑市场约四分之三份额的笔记本电脑。英特尔发布首批采用 Intel 7 制造工艺的笔记本芯片，而 AMD 的锐龙芯片将采用台积电的 6 纳米制程工艺。分析人士对哪种芯片前景更好的看法不一。投行杰富瑞 (Jefferies) 分析师马克里帕西斯 (Mark Lipacis) 预计，AMD 将继续从英特尔手中夺取市场份额，而研究机构 New Street Research 的皮埃尔费拉居 (Pierre Ferragu) 则预计，英特尔的新产品会帮助其“恢复竞争力”。 两家公司都不甘人后。在过去的 12 个月里，投资者推动 AMD 股价上涨 39%，超过了许多其他芯片厂商。分析师预计，在 2021 年飙涨 65% 之后，未来两年内 AMD 营收将继续实现两位数的增长。另一方面，英特尔迫切希望阻止市场份额的流失，公司需要维持业务和现金流，不断缩小与台积电在制造工艺方面的差距。 但两家公司面临的另一个潜在问题是，由于搭载苹果自行设计芯片的新款 Mac 电脑取得成功，基于 AMD 架构的芯片可能会获得更多关注。高通在国际消费电子展上宣布，200 多家企业客户正在微软 Windows 设备上测试或部署该公司基于 ARM 架构的骁龙芯片。投行 Raymond James 的克里斯卡索 (Chris Caso)表示，“个人电脑制造商需要对基于 M1 的新款 Mac 电脑做出强有力回应，”但像骁龙等 ARM 架构芯片的市场份额将以抢占英特尔和 AMD 生产的 X86 芯片份额为代价。 无论如何有一件事是肯定的。即使增长放缓，今年的个人电脑市场仍将令人兴奋不已。（文章来源：网易科技）","news_type":1},"isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9008493480,"gmtCreate":1641509400713,"gmtModify":1676533621866,"author":{"id":"4091536494292900","authorId":"4091536494292900","name":"李欧8886","avatar":"https://static.tigerbbs.com/b9a7ca0f1e442bd3dc4abce395877cd3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"🤦♂️","listText":"🤦♂️","text":"🤦♂️","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9008493480","repostId":"1147701235","repostType":4,"repost":{"id":"1147701235","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1641475855,"share":"https://www.laohu8.com/m/news/1147701235?lang=&edition=full","pubTime":"2022-01-06 21:30","market":"other","language":"zh","title":"美国至1月1日当周初请失业金人数20.7万人","url":"https://stock-news.laohu8.com/highlight/detail?id=1147701235","media":"老虎资讯综合","summary":"1月6日讯，美国至1月1日当周初请失业金人数20.7万人，预期19.7万人，前值19.8万人。数据公布后，美股三大股指期货、现货黄金、美元指数DXY短线波动不大。机构评美国至1月1日当周初请失业金人数","content":"<html><head></head><body><p>1月6日讯，美国至1月1日当周初请失业金人数20.7万人，预期19.7万人，前值19.8万人。</p><p>数据公布后，美股三大股指期货、现货黄金、美元指数DXY短线波动不大。</p><p><b>机构评美国至1月1日当周初请失业金人数：</b></p><p>上周，美国申请失业救济人数有所上升，尽管仍接近历史低点，因为劳动力市场经受住了最近新冠肺炎病例激增的考验。美国劳工部周四公布的数据显示，截至1月1日当周，初请失业金人数达20.7万人，较前一周增加7000人；截至12月25日当周，续领失业金人数升至175万人。虽然申请失业救济的人数有所上升，但近几周却徘徊在50年来的低点附近，因为在普遍的员工短缺和辞职的情况下，公司都在保留现有员工。尽管如此，在学校和企业纷纷关闭之际，奥密克戎毒株的蔓延再次引发了人们对经济的担忧。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国至1月1日当周初请失业金人数20.7万人</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美国至1月1日当周初请失业金人数20.7万人\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\">2022-01-06 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月6日讯，美国至1月1日当周初请失业金人数20.7万人，预期19.7万人，前值19.8万人。</p><p>数据公布后，美股三大股指期货、现货黄金、美元指数DXY短线波动不大。</p><p><b>机构评美国至1月1日当周初请失业金人数：</b></p><p>上周，美国申请失业救济人数有所上升，尽管仍接近历史低点，因为劳动力市场经受住了最近新冠肺炎病例激增的考验。美国劳工部周四公布的数据显示，截至1月1日当周，初请失业金人数达20.7万人，较前一周增加7000人；截至12月25日当周，续领失业金人数升至175万人。虽然申请失业救济的人数有所上升，但近几周却徘徊在50年来的低点附近，因为在普遍的员工短缺和辞职的情况下，公司都在保留现有员工。尽管如此，在学校和企业纷纷关闭之际，奥密克戎毒株的蔓延再次引发了人们对经济的担忧。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5712911a97692958e444016d45d93118","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147701235","content_text":"1月6日讯，美国至1月1日当周初请失业金人数20.7万人，预期19.7万人，前值19.8万人。数据公布后，美股三大股指期货、现货黄金、美元指数DXY短线波动不大。机构评美国至1月1日当周初请失业金人数：上周，美国申请失业救济人数有所上升，尽管仍接近历史低点，因为劳动力市场经受住了最近新冠肺炎病例激增的考验。美国劳工部周四公布的数据显示，截至1月1日当周，初请失业金人数达20.7万人，较前一周增加7000人；截至12月25日当周，续领失业金人数升至175万人。虽然申请失业救济的人数有所上升，但近几周却徘徊在50年来的低点附近，因为在普遍的员工短缺和辞职的情况下，公司都在保留现有员工。尽管如此，在学校和企业纷纷关闭之际，奥密克戎毒株的蔓延再次引发了人们对经济的担忧。","news_type":1},"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812792522,"gmtCreate":1630623256766,"gmtModify":1676530356701,"author":{"id":"4091536494292900","authorId":"4091536494292900","name":"李欧8886","avatar":"https://static.tigerbbs.com/b9a7ca0f1e442bd3dc4abce395877cd3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMWB\">$Similarweb Ltd.(SMWB)$</a>?","listText":"<a href=\"https://laohu8.com/S/SMWB\">$Similarweb Ltd.(SMWB)$</a>?","text":"$Similarweb Ltd.(SMWB)$?","images":[{"img":"https://static.tigerbbs.com/4e7981650f3a7eaae0b9fc835c8f3b43","width":"1080","height":"1920"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/812792522","isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":813256828,"gmtCreate":1630207570464,"gmtModify":1676530243694,"author":{"id":"4091536494292900","authorId":"4091536494292900","name":"李欧8886","avatar":"https://static.tigerbbs.com/b9a7ca0f1e442bd3dc4abce395877cd3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/813256828","repostId":"2163079606","repostType":2,"isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":819796687,"gmtCreate":1630105862649,"gmtModify":1676530224203,"author":{"id":"4091536494292900","authorId":"4091536494292900","name":"李欧8886","avatar":"https://static.tigerbbs.com/b9a7ca0f1e442bd3dc4abce395877cd3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/819796687","repostId":"1178241811","repostType":4,"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834995318,"gmtCreate":1629765517634,"gmtModify":1676530123174,"author":{"id":"4091536494292900","authorId":"4091536494292900","name":"李欧8886","avatar":"https://static.tigerbbs.com/b9a7ca0f1e442bd3dc4abce395877cd3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/834995318","repostId":"2161777114","repostType":4,"isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"hots":[{"id":819796687,"gmtCreate":1630105862649,"gmtModify":1676530224203,"author":{"id":"4091536494292900","authorId":"4091536494292900","name":"李欧8886","avatar":"https://static.tigerbbs.com/b9a7ca0f1e442bd3dc4abce395877cd3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"??","listText":"??","text":"??","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/819796687","repostId":"1178241811","repostType":4,"isVote":1,"tweetType":1,"viewCount":298,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9006765715,"gmtCreate":1641855255057,"gmtModify":1676533653623,"author":{"id":"4091536494292900","authorId":"4091536494292900","name":"李欧8886","avatar":"https://static.tigerbbs.com/b9a7ca0f1e442bd3dc4abce395877cd3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"intel💪","listText":"intel💪","text":"intel💪","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9006765715","repostId":"2202322179","repostType":2,"repost":{"id":"2202322179","pubTimestamp":1641806760,"share":"https://www.laohu8.com/m/news/2202322179?lang=&edition=full","pubTime":"2022-01-10 17:26","market":"hk","language":"zh","title":"PC 市场预计今年大幅降温 英特尔AMD竞争会更激烈","url":"https://stock-news.laohu8.com/highlight/detail?id=2202322179","media":"网易科技","summary":"【PC 市场预计今年大幅降温 英特尔AMD竞争会更激烈】1 月 10 日消息，在经历了一波销售热潮之后，预计今年个人电脑市场将大幅降温。这使得英特尔和 AMD 两家芯片制造商之间的竞争更为激烈：AMD...","content":"<html><body><div>\n<p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=105.INTC&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p><img border=\"0\" height=\"276\" src=\"https://webquoteklinepic.eastmoney.com/GetPic.aspx?nid=105.AMD&imageType=k&token=28dfeb41d35cc81d84b4664d7c23c49f&at=1\" width=\"578\"/></p><p> 1 月 10 日消息，在经历了一波销售热潮之后，预计今年个人电脑市场将大幅降温。这使得<span><a href=\"https://laohu8.com/S/INTC\">英特尔</a></span><span></span>和 <a href=\"https://laohu8.com/S/AMD\">AMD</a> 两家芯片制造商之间的竞争更为激烈：AMD 需要继续抢占更多市场份额，但<span href=\"http://quote.eastmoney.com/unify/r/105.INTC\" target=\"_blank\" web=\"1\">英特尔</span>不能再失去自留地。</p><p> <span href=\"http://quote.eastmoney.com/unify/r/105.INTC\" target=\"_blank\" web=\"1\">英特尔</span>和 AMD 在个人电脑市场的竞争可以追溯到几十年前，但双方较量真正开始回温是在 2018 年，当时 AMD 开始发售<span><a href=\"https://laohu8.com/S/TSM\">台积电</a></span><span></span>最先进制造工艺代工的新款处理器，而英特尔还在埋头提升自家生产工艺。这使得 AMD 芯片相对于英特尔芯片开始具有一定优势。根据市场研究机构 Mercury Research 的数据，2021 年第三季度 AMD 在全球个人电脑芯片总销量中约占到 21%，比四年前 8% 的市场份额增加了一倍多。</p><p> 图示：过去两年 AMD 和英特尔都从个人电脑市场的大热中获益，但今年市场预计将大幅降温</p><p> 虽然投资者更为关注两家公司在数据中心芯片市场上的竞争，但个人电脑市场仍然是这两家公司的主要收入来源。随着个人电脑销售增长趋缓，两家公司的竞争可能会更为激烈。</p><p> 市场研究公司 IDC 估计，2021 年个人电脑发货量增长近 12% 至 3.376 亿台，而前一年的增幅为 13%。但 IDC 预计，今年个人电脑销量将与去年持平，2023 年仅会增长 1%。</p><p> 上周，英特尔和 AMD 都在本年度国际<span>消费电子</span><span></span>展上推广了即将推出的个人电脑芯片。最新推出的产品主要面向占个人电脑市场约四分之三份额的笔记本电脑。英特尔发布首批采用 Intel 7 制造工艺的笔记本芯片，而 AMD 的锐龙芯片将采用<span href=\"http://quote.eastmoney.com/unify/r/106.TSM\" target=\"_blank\" web=\"1\">台积电</span>的 6 纳米制程工艺。分析人士对哪种芯片前景更好的看法不一。投行<a href=\"https://laohu8.com/S/JEF\">杰富瑞</a> (Jefferies) <span>分析师</span>马克里帕西斯 (Mark Lipacis) 预计，AMD 将继续从英特尔手中夺取市场份额，而研究机构 New Street Research 的皮埃尔费拉居 (Pierre Ferragu) 则预计，英特尔的新产品会帮助其“恢复竞争力”。</p><p> 两家公司都不甘人后。在过去的 12 个月里，投资者推动 AMD 股价上涨 39%，超过了许多其他芯片厂商。分析师预计，在 2021 年飙涨 65% 之后，未来两年内 AMD 营收将继续实现两位数的增长。另一方面，英特尔迫切希望阻止市场份额的流失，公司需要维持业务和现金流，不断缩小与<span href=\"http://quote.eastmoney.com/unify/r/106.TSM\" target=\"_blank\" web=\"1\">台积电</span>在制造工艺方面的差距。</p><p> 但两家公司面临的另一个潜在问题是，由于搭载<span><a href=\"https://laohu8.com/S/AAPL\">苹果</a></span><span></span>自行设计芯片的新款 Mac 电脑取得成功，基于 AMD 架构的芯片可能会获得更多关注。<span><a href=\"https://laohu8.com/S/QCOM\">高通</a></span><span></span>在国际<span href=\"http://quote.eastmoney.com/unify/r/90.BK1037\" target=\"_blank\" web=\"1\">消费电子</span>展上宣布，200 多家企业客户正在<span><a href=\"https://laohu8.com/S/MSFT\">微软</a></span><span></span> Windows 设备上测试或部署该公司基于 ARM 架构的骁龙芯片。投行 Raymond James 的克里斯卡索 (Chris Caso)表示，“个人电脑制造商需要对基于 M1 的新款 Mac 电脑做出强有力回应，”但像骁龙等 ARM 架构芯片的市场份额将以抢占英特尔和 AMD 生产的 X86 芯片份额为代价。</p><p> 无论如何有一件事是肯定的。即使增长放缓，今年的个人电脑市场仍将令人兴奋不已。</p><p>（文章来源：<span><a href=\"https://laohu8.com/S/NTES\">网易</a></span><span></span>科技）</p>\n</div></body></html>","source":"stock_eastmoney","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>PC 市场预计今年大幅降温 英特尔AMD竞争会更激烈</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPC 市场预计今年大幅降温 英特尔AMD竞争会更激烈\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-10 17:26 北京时间 <a href=http://stock.eastmoney.com/a/202201102242252226.html><strong>网易科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>1 月 10 日消息，在经历了一波销售热潮之后，预计今年个人电脑市场将大幅降温。这使得英特尔和 AMD 两家芯片制造商之间的竞争更为激烈：AMD 需要继续抢占更多市场份额，但英特尔不能再失去自留地。 英特尔和 AMD 在个人电脑市场的竞争可以追溯到几十年前，但双方较量真正开始回温是在 2018 年，当时 AMD 开始发售台积电最先进制造工艺代工的新款处理器，而英特尔还在埋头提升自家生产工艺。这...</p>\n\n<a href=\"http://stock.eastmoney.com/a/202201102242252226.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/0eb98587b5c81b2fc132df8572df3306","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","BK4512":"苹果概念","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","BK4554":"元宇宙及AR概念","BK4550":"红杉资本持仓","BK4566":"资本集团","BK4515":"5G概念","BK4532":"文艺复兴科技持仓","AMD":"美国超微公司","BK4535":"淡马锡持仓","INTC":"英特尔","BK4527":"明星科技股","BK4529":"IDC概念"},"source_url":"http://stock.eastmoney.com/a/202201102242252226.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2202322179","content_text":"1 月 10 日消息，在经历了一波销售热潮之后，预计今年个人电脑市场将大幅降温。这使得英特尔和 AMD 两家芯片制造商之间的竞争更为激烈：AMD 需要继续抢占更多市场份额，但英特尔不能再失去自留地。 英特尔和 AMD 在个人电脑市场的竞争可以追溯到几十年前，但双方较量真正开始回温是在 2018 年，当时 AMD 开始发售台积电最先进制造工艺代工的新款处理器，而英特尔还在埋头提升自家生产工艺。这使得 AMD 芯片相对于英特尔芯片开始具有一定优势。根据市场研究机构 Mercury Research 的数据，2021 年第三季度 AMD 在全球个人电脑芯片总销量中约占到 21%，比四年前 8% 的市场份额增加了一倍多。 图示：过去两年 AMD 和英特尔都从个人电脑市场的大热中获益，但今年市场预计将大幅降温 虽然投资者更为关注两家公司在数据中心芯片市场上的竞争，但个人电脑市场仍然是这两家公司的主要收入来源。随着个人电脑销售增长趋缓，两家公司的竞争可能会更为激烈。 市场研究公司 IDC 估计，2021 年个人电脑发货量增长近 12% 至 3.376 亿台，而前一年的增幅为 13%。但 IDC 预计，今年个人电脑销量将与去年持平，2023 年仅会增长 1%。 上周，英特尔和 AMD 都在本年度国际消费电子展上推广了即将推出的个人电脑芯片。最新推出的产品主要面向占个人电脑市场约四分之三份额的笔记本电脑。英特尔发布首批采用 Intel 7 制造工艺的笔记本芯片，而 AMD 的锐龙芯片将采用台积电的 6 纳米制程工艺。分析人士对哪种芯片前景更好的看法不一。投行杰富瑞 (Jefferies) 分析师马克里帕西斯 (Mark Lipacis) 预计，AMD 将继续从英特尔手中夺取市场份额，而研究机构 New Street Research 的皮埃尔费拉居 (Pierre Ferragu) 则预计，英特尔的新产品会帮助其“恢复竞争力”。 两家公司都不甘人后。在过去的 12 个月里，投资者推动 AMD 股价上涨 39%，超过了许多其他芯片厂商。分析师预计，在 2021 年飙涨 65% 之后，未来两年内 AMD 营收将继续实现两位数的增长。另一方面，英特尔迫切希望阻止市场份额的流失，公司需要维持业务和现金流，不断缩小与台积电在制造工艺方面的差距。 但两家公司面临的另一个潜在问题是，由于搭载苹果自行设计芯片的新款 Mac 电脑取得成功，基于 AMD 架构的芯片可能会获得更多关注。高通在国际消费电子展上宣布，200 多家企业客户正在微软 Windows 设备上测试或部署该公司基于 ARM 架构的骁龙芯片。投行 Raymond James 的克里斯卡索 (Chris Caso)表示，“个人电脑制造商需要对基于 M1 的新款 Mac 电脑做出强有力回应，”但像骁龙等 ARM 架构芯片的市场份额将以抢占英特尔和 AMD 生产的 X86 芯片份额为代价。 无论如何有一件事是肯定的。即使增长放缓，今年的个人电脑市场仍将令人兴奋不已。（文章来源：网易科技）","news_type":1},"isVote":1,"tweetType":1,"viewCount":352,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":834995318,"gmtCreate":1629765517634,"gmtModify":1676530123174,"author":{"id":"4091536494292900","authorId":"4091536494292900","name":"李欧8886","avatar":"https://static.tigerbbs.com/b9a7ca0f1e442bd3dc4abce395877cd3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"?","listText":"?","text":"?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://ttm.financial/post/834995318","repostId":"2161777114","repostType":4,"isVote":1,"tweetType":1,"viewCount":257,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9046653456,"gmtCreate":1656342940575,"gmtModify":1676535809976,"author":{"id":"4091536494292900","authorId":"4091536494292900","name":"李欧8886","avatar":"https://static.tigerbbs.com/b9a7ca0f1e442bd3dc4abce395877cd3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>5.0","listText":"<a href=\"https://ttm.financial/S/GRAB\">$Grab Holdings(GRAB)$</a>5.0","text":"$Grab 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21:30","market":"other","language":"zh","title":"美国至1月1日当周初请失业金人数20.7万人","url":"https://stock-news.laohu8.com/highlight/detail?id=1147701235","media":"老虎资讯综合","summary":"1月6日讯，美国至1月1日当周初请失业金人数20.7万人，预期19.7万人，前值19.8万人。数据公布后，美股三大股指期货、现货黄金、美元指数DXY短线波动不大。机构评美国至1月1日当周初请失业金人数","content":"<html><head></head><body><p>1月6日讯，美国至1月1日当周初请失业金人数20.7万人，预期19.7万人，前值19.8万人。</p><p>数据公布后，美股三大股指期货、现货黄金、美元指数DXY短线波动不大。</p><p><b>机构评美国至1月1日当周初请失业金人数：</b></p><p>上周，美国申请失业救济人数有所上升，尽管仍接近历史低点，因为劳动力市场经受住了最近新冠肺炎病例激增的考验。美国劳工部周四公布的数据显示，截至1月1日当周，初请失业金人数达20.7万人，较前一周增加7000人；截至12月25日当周，续领失业金人数升至175万人。虽然申请失业救济的人数有所上升，但近几周却徘徊在50年来的低点附近，因为在普遍的员工短缺和辞职的情况下，公司都在保留现有员工。尽管如此，在学校和企业纷纷关闭之际，奥密克戎毒株的蔓延再次引发了人们对经济的担忧。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国至1月1日当周初请失业金人数20.7万人</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; 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.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美国至1月1日当周初请失业金人数20.7万人\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\">2022-01-06 21:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月6日讯，美国至1月1日当周初请失业金人数20.7万人，预期19.7万人，前值19.8万人。</p><p>数据公布后，美股三大股指期货、现货黄金、美元指数DXY短线波动不大。</p><p><b>机构评美国至1月1日当周初请失业金人数：</b></p><p>上周，美国申请失业救济人数有所上升，尽管仍接近历史低点，因为劳动力市场经受住了最近新冠肺炎病例激增的考验。美国劳工部周四公布的数据显示，截至1月1日当周，初请失业金人数达20.7万人，较前一周增加7000人；截至12月25日当周，续领失业金人数升至175万人。虽然申请失业救济的人数有所上升，但近几周却徘徊在50年来的低点附近，因为在普遍的员工短缺和辞职的情况下，公司都在保留现有员工。尽管如此，在学校和企业纷纷关闭之际，奥密克戎毒株的蔓延再次引发了人们对经济的担忧。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5712911a97692958e444016d45d93118","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147701235","content_text":"1月6日讯，美国至1月1日当周初请失业金人数20.7万人，预期19.7万人，前值19.8万人。数据公布后，美股三大股指期货、现货黄金、美元指数DXY短线波动不大。机构评美国至1月1日当周初请失业金人数：上周，美国申请失业救济人数有所上升，尽管仍接近历史低点，因为劳动力市场经受住了最近新冠肺炎病例激增的考验。美国劳工部周四公布的数据显示，截至1月1日当周，初请失业金人数达20.7万人，较前一周增加7000人；截至12月25日当周，续领失业金人数升至175万人。虽然申请失业救济的人数有所上升，但近几周却徘徊在50年来的低点附近，因为在普遍的员工短缺和辞职的情况下，公司都在保留现有员工。尽管如此，在学校和企业纷纷关闭之际，奥密克戎毒株的蔓延再次引发了人们对经济的担忧。","news_type":1},"isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":812792522,"gmtCreate":1630623256766,"gmtModify":1676530356701,"author":{"id":"4091536494292900","authorId":"4091536494292900","name":"李欧8886","avatar":"https://static.tigerbbs.com/b9a7ca0f1e442bd3dc4abce395877cd3","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMWB\">$Similarweb Ltd.(SMWB)$</a>?","listText":"<a href=\"https://laohu8.com/S/SMWB\">$Similarweb Ltd.(SMWB)$</a>?","text":"$Similarweb 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