微軟成最大輸家、ARM面臨出售？“星際之門”5000億成本之謎

180k

01-23

主要是一些成本測算。

其他一些觀點也可以稍微看看。

譬如微軟是最大輸家？ARM可能面臨軟銀的出售？ Marvell 和 Ciena 將是持續 DCI 建設中最大的贏家? 而 Fabrinet 將獲得相當的好處? Coherent / Lumentum 的受益程度則較小?

來源：180K，原文標題：《SemiAnalysis - 星際之門和成本測算》

市場有風險，投資需謹慎。本文不構成個人投資建議，也未考慮到個別用戶特殊的投資目標、財務狀況或需要。用戶應考慮本文中的任何意見、觀點或結論是否符合其特定狀況。據此投資，責任自負。

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

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Coherent / Lumentum 的受益程度則較小?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1456be6fb8b2d21488b3cfdf9ab0990\" tg-height=\"574\" tg-width=\"918\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/473f1f3fc0ed0925c70bb8a7ac7fb585\" tg-height=\"1819\" tg-width=\"979\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6b5b5daf99d43c141eeac53e3fe0dbf3\" tg-height=\"1514\" tg-width=\"982\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30c7a14330bc6b804263197e963934ad\" tg-height=\"1662\" tg-width=\"947\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1a5ede409493c4d7eb94dd2ff54abd9c\" tg-height=\"1280\" tg-width=\"967\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b9b8ce25822b0e1ca7c23561d65a96b2\" tg-height=\"1924\" tg-width=\"978\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/42aca7b158e3c4baa014ccbefd903035\" tg-height=\"1924\" tg-width=\"950\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7de9a9b4c5e07e64d9746ffdb67f5958\" tg-height=\"1561\" tg-width=\"956\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ccde795906f6208a9eb7a0024fd6164b\" tg-height=\"1797\" tg-width=\"962\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae82759341f218a8294a3d6f94b4625d\" tg-height=\"1751\" tg-width=\"960\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e85d1145228cf22ee36015b1647c9317\" tg-height=\"1507\" tg-width=\"969\"/></p><p>來源：180K，原文標題：《SemiAnalysis - 星際之門和成本測算》</p><p><em>市場有風險，投資需謹慎。本文不構成個人投資建議，也未考慮到個別用戶特殊的投資目標、財務狀況或需要。用戶應考慮本文中的任何意見、觀點或結論是否符合其特定狀況。據此投資，責任自負。</em></p></body></html>","source":"lsy1737714809945","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\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微軟成最大輸家、ARM面臨出售？“星際之門”5000億成本之謎\n</h2>\n<h4 class=\"meta\">\n</h4><p class=\"head\">\n<strong class=\"h-name small\">180k</strong><span class=\"h-time small\">2025-01-23 17:52</span>\n</p>\n</header>\n<article>\n<p>主要是一些成本測算。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f3e1fd883e5004d796ddae896ba09aa\" tg-height=\"210\" tg-width=\"1024\"/></p><p>其他一些觀點也可以稍微看看。</p><p>譬如<a href=\"https://laohu8.com/S/MSFT\">微軟</a>是最大輸家？ARM可能面臨軟銀的出售？ Marvell 和 Ciena 將是持續 DCI 建設中最大的贏家? 而 <a href=\"https://laohu8.com/S/FN\">Fabrinet</a> 將獲得相當的好處? Coherent / Lumentum 的受益程度則較小?</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1456be6fb8b2d21488b3cfdf9ab0990\" tg-height=\"574\" tg-width=\"918\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/473f1f3fc0ed0925c70bb8a7ac7fb585\" tg-height=\"1819\" tg-width=\"979\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6b5b5daf99d43c141eeac53e3fe0dbf3\" tg-height=\"1514\" tg-width=\"982\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30c7a14330bc6b804263197e963934ad\" tg-height=\"1662\" tg-width=\"947\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1a5ede409493c4d7eb94dd2ff54abd9c\" tg-height=\"1280\" tg-width=\"967\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b9b8ce25822b0e1ca7c23561d65a96b2\" tg-height=\"1924\" tg-width=\"978\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/42aca7b158e3c4baa014ccbefd903035\" tg-height=\"1924\" tg-width=\"950\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7de9a9b4c5e07e64d9746ffdb67f5958\" tg-height=\"1561\" tg-width=\"956\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ccde795906f6208a9eb7a0024fd6164b\" tg-height=\"1797\" tg-width=\"962\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ae82759341f218a8294a3d6f94b4625d\" tg-height=\"1751\" tg-width=\"960\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e85d1145228cf22ee36015b1647c9317\" tg-height=\"1507\" tg-width=\"969\"/></p><p>來源：180K，原文標題：《SemiAnalysis - 星際之門和成本測算》</p><p><em>市場有風險，投資需謹慎。本文不構成個人投資建議，也未考慮到個別用戶特殊的投資目標、財務狀況或需要。用戶應考慮本文中的任何意見、觀點或結論是否符合其特定狀況。據此投資，責任自負。</em></p>\n<div class=\"bt-text\">\n<p> 來源：<a href=\"https://mp.weixin.qq.com/s?__biz=MzkwODQzMjcwOA==&mid=2247485189&idx=1&sn=346d7420f3ca98d2a0a2a89cbe11d457&chksm=c174b6d4327c5784d207f81c3778eb09496df14aae513f4fe80f79d59b7af7b6cbb75c4404c7&mpshare=1&scene=23&srcid=0123iJ3mJzdhXKA5iVFFv0Ra&sharer_shareinfo=2bd3358c278dc76848544284385e15c2&sharer_shareinfo_first=2bd3358c278dc76848544284385e15c2#rd\">180k</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"ARM","symbol_name":"ARM Holdings","start_time":0,"source_url":"https://mp.weixin.qq.com/s?__biz=MzkwODQzMjcwOA==&mid=2247485189&idx=1&sn=346d7420f3ca98d2a0a2a89cbe11d457&chksm=c174b6d4327c5784d207f81c3778eb09496df14aae513f4fe80f79d59b7af7b6cbb75c4404c7&mpshare=1&scene=23&srcid=0123iJ3mJzdhXKA5iVFFv0Ra&sharer_shareinfo=2bd3358c278dc76848544284385e15c2&sharer_shareinfo_first=2bd3358c278dc76848544284385e15c2#rd","article_id":"2505627320","we_media_id":null,"thumbnails":["https://wpimg-wscn.awtmt.com/2f4a9d17-29b0-47f5-9ce5-746b178fb4e2.jpeg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2505627320","pubTimestamp":1737625948,"columns":[],"sourceInfo":{"source_id":"lsy1737714809945","name":"180k"},"weMediaInfo":null,"summary":"分析認為，1000億美元和5000億美元是總擁有成本，其中包括數據中心、服務器、網絡成本、電力成本以及許多其他運營成本，包括債務/融資成本。只有前1000億美元有數據中心地點和電力準備就緒。資金仍未完全到位。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"ARM":"ARM Holdings","MSFT":"微软"},"translate_title":"Microsoft becomes the biggest loser, ARM faces sale? The mystery of the 500 billion cost of \"Stargate\"","themeId":"","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ARM":1,"MSFT":1},"content_text":"主要是一些成本測算。其他一些觀點也可以稍微看看。譬如微軟是最大輸家？ARM可能面臨軟銀的出售？ Marvell 和 Ciena 將是持續 DCI 建設中最大的贏家? 而 Fabrinet 將獲得相當的好處? Coherent / Lumentum 的受益程度則較小?來源：180K，原文標題：《SemiAnalysis - 星際之門和成本測算》市場有風險，投資需謹慎。本文不構成個人投資建議，也未考慮到個別用户特殊的投資目標、財務狀況或需要。用户應考慮本文中的任何意見、觀點或結論是否符合其特定狀況。據此投資，責任自負。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0}}}