笑我疯癫的个人主页 - 老虎社区

笑我疯癫

笑我疯癫

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05-27

‌$中核国际(02302)$ ‌不是吧这个公司就是个搞贸易的公司呀，除了名字带个核，财报的业务跟核没一点关系呀。。。

05-22

完蛋了……5年之后才倍增……问题是股价涨了几十倍[龇牙] 老外阴阳起来，杀伤力也很大呀

TD Cowen：英伟达芯片营收五年后倍增

05-14

$三倍做多半导体ETF-Direxion Daily(SOXL)$ 第一次拿这么久

05-01

$三倍做多半导体ETF-Direxion Daily(SOXL)$ 长期看空，但是也要迎来阶段反弹了吧

04-23

$三倍做空半导体ETF-Direxion Daily(SOXS)$ 不相信半导体能继续保持长牛。鹰子半导体的护城河事实上已经被东大击穿。趋势无法改变。

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Cowen科技团队在20日一篇报告中表示，对于英伟达竞争布局的深度与广度更具信心。该团队预测，像是绘图处理器这类AI处理器整体市场规模到2030年将达到3,340亿美元，远高于2024年的1,170亿美元。分析师估计，英伟达在GPU市场将维持...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025052208084094fe6c4e&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TD":"道明银行","NVDA":"英伟达"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025052208084094fe6c4e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2537696811","content_text":"券商TD Cowen对英伟达能持续在猛烈成长的AI芯片市场称霸日益乐观，预测到2030年，英伟达来自AI芯片的营收将成长超过一倍、达2,620亿美元。TD Cowen科技团队在20日一篇报告中表示，对于英伟达竞争布局的深度与广度更具信心。该团队预测，像是绘图处理器这类AI处理器整体市场规模到2030年将达到3,340亿美元，远高于2024年的1,170亿美元。分析师估计，英伟达在GPU市场将维持90%的市占率，其中，来自AI芯片的营收将从2024年的1,000亿美元，到2030年成长超过一倍、达2,620亿美元。一些抱持怀疑态度的人士认为，英伟达终将面临更激烈的竞争，原因是大型科技公司能够在博通和迈威尔的协助下，开发更好的自研AI芯片。不过，TD Cowen指出，从现在起到2030年，客制化芯片在AI市场的占比只会从10%提高至15%。TD 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Daily(SOXS)$&nbsp;</a> 不相信半导体能继续保持长牛。鹰子半导体的护城河事实上已经被东大击穿。趋势无法改变。","text":"$三倍做空半导体ETF-Direxion Daily(SOXS)$ 不相信半导体能继续保持长牛。鹰子半导体的护城河事实上已经被东大击穿。趋势无法改变。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/427608773399432","isVote":1,"tweetType":1,"viewCount":2628,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439451339711344,"gmtCreate":1748306930361,"gmtModify":1748308952872,"author":{"id":"3474626749802858","authorId":"3474626749802858","name":"笑我疯癫","avatar":"https://static.laohu8.com/85462cdc7ec507e1eac377420ce3f15e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474626749802858","authorIdStr":"3474626749802858"},"themes":[],"htmlText":"‌<a href=\"https://laohu8.com/S/02302\">$中核国际(02302)$ &nbsp;</a>‌不是吧 这个公司就是个搞贸易的公司呀，除了名字带个核，财报的业务跟核没一点关系呀。。。","listText":"‌<a href=\"https://laohu8.com/S/02302\">$中核国际(02302)$ &nbsp;</a>‌不是吧 这个公司就是个搞贸易的公司呀，除了名字带个核，财报的业务跟核没一点关系呀。。。","text":"‌$中核国际(02302)$ ‌不是吧 这个公司就是个搞贸易的公司呀，除了名字带个核，财报的业务跟核没一点关系呀。。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439451339711344","isVote":1,"tweetType":1,"viewCount":842,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":430443360797304,"gmtCreate":1746110672224,"gmtModify":1746110717344,"author":{"id":"3474626749802858","authorId":"3474626749802858","name":"笑我疯癫","avatar":"https://static.laohu8.com/85462cdc7ec507e1eac377420ce3f15e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474626749802858","authorIdStr":"3474626749802858"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$&nbsp;</a><v-v data-views=\"1\"></v-v> 长期看空，但是也要迎来阶段反弹了吧","listText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$&nbsp;</a><v-v data-views=\"1\"></v-v> 长期看空，但是也要迎来阶段反弹了吧","text":"$三倍做多半导体ETF-Direxion Daily(SOXL)$ 长期看空，但是也要迎来阶段反弹了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430443360797304","isVote":1,"tweetType":1,"viewCount":1393,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437782540317008,"gmtCreate":1747915600469,"gmtModify":1747919160284,"author":{"id":"3474626749802858","authorId":"3474626749802858","name":"笑我疯癫","avatar":"https://static.laohu8.com/85462cdc7ec507e1eac377420ce3f15e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474626749802858","authorIdStr":"3474626749802858"},"themes":[],"htmlText":"完蛋了……5年之后才倍增……问题是股价涨了几十倍[龇牙]&nbsp; 老外阴阳起来，杀伤力也很大呀","listText":"完蛋了……5年之后才倍增……问题是股价涨了几十倍[龇牙]&nbsp; 老外阴阳起来，杀伤力也很大呀","text":"完蛋了……5年之后才倍增……问题是股价涨了几十倍[龇牙] 老外阴阳起来，杀伤力也很大呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437782540317008","repostId":"2537696811","repostType":2,"repost":{"id":"2537696811","kind":"news","pubTimestamp":1747872488,"share":"https://www.laohu8.com/m/news/2537696811?lang=&edition=full","pubTime":"2025-05-22 08:08","market":"us","language":"zh","title":"TD Cowen：英伟达芯片营收 五年后倍增","url":"https://stock-news.laohu8.com/highlight/detail?id=2537696811","media":"爱集微","summary":"券商TD Cowen对英伟达能持续在猛烈成长的AI芯片市场称霸日益乐观，预测到2030年，英伟达来自AI芯片的营收将成长超过一倍、达2,620亿美元。TD Cowen科技团队在20日一篇报告中表示，对于英伟达竞争布局的深度与广度更具信心。TD Cowen认为，英伟达将维持领先地位，理由是其他公司自研AI芯片效能仍将大幅落后于英伟达的芯片，而且英伟达在跨硬件、软件与网路等各方面的技术最为成熟。","content":"<html><body><article><p>券商TD Cowen对<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>能持续在猛烈成长的AI芯片市场称霸日益乐观，预测到2030年，英伟达来自AI芯片的营收将成长超过一倍、达2,620亿美元。</p><p>TD Cowen科技团队在20日一篇报告中表示，对于英伟达竞争布局的深度与广度更具信心。该团队预测，像是绘图处理器这类AI处理器整体市场规模到2030年将达到3,340亿美元，远高于2024年的1,170亿美元。</p><p>分析师估计，英伟达在GPU市场将维持90%的市占率，其中，来自AI芯片的营收将从2024年的1,000亿美元，到2030年成长超过一倍、达2,620亿美元。</p><p>一些抱持怀疑态度的人士认为，英伟达终将面临更激烈的竞争，原因是大型科技公司能够在<a href=\"https://laohu8.com/S/AVGO\">博通</a>和迈威尔的协助下，开发更好的自研AI芯片。不过，TD Cowen指出，从现在起到2030年，客制化芯片在AI市场的占比只会从10%提高至15%。</p><p>TD Cowen认为，英伟达将维持领先地位，理由是其他公司自研AI芯片效能仍将大幅落后于英伟达的芯片，而且英伟达在跨硬件、软件与网路等各方面的技术最为成熟。</p><p>分析师认为，英伟达全面整合硬件系统的做法与强大的软件套组，让它在生成式AI推论方面比同业更卓越。</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>TD Cowen：英伟达芯片营收 五年后倍增</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\">\nTD Cowen：英伟达芯片营收 五年后倍增\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-22 08:08 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025052208084094fe6c4e&s=b><strong>爱集微</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>券商TD Cowen对英伟达能持续在猛烈成长的AI芯片市场称霸日益乐观，预测到2030年，英伟达来自AI芯片的营收将成长超过一倍、达2,620亿美元。TD Cowen科技团队在20日一篇报告中表示，对于英伟达竞争布局的深度与广度更具信心。该团队预测，像是绘图处理器这类AI处理器整体市场规模到2030年将达到3,340亿美元，远高于2024年的1,170亿美元。分析师估计，英伟达在GPU市场将维持...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025052208084094fe6c4e&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TD":"道明银行","NVDA":"英伟达"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025052208084094fe6c4e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2537696811","content_text":"券商TD Cowen对英伟达能持续在猛烈成长的AI芯片市场称霸日益乐观，预测到2030年，英伟达来自AI芯片的营收将成长超过一倍、达2,620亿美元。TD Cowen科技团队在20日一篇报告中表示，对于英伟达竞争布局的深度与广度更具信心。该团队预测，像是绘图处理器这类AI处理器整体市场规模到2030年将达到3,340亿美元，远高于2024年的1,170亿美元。分析师估计，英伟达在GPU市场将维持90%的市占率，其中，来自AI芯片的营收将从2024年的1,000亿美元，到2030年成长超过一倍、达2,620亿美元。一些抱持怀疑态度的人士认为，英伟达终将面临更激烈的竞争，原因是大型科技公司能够在博通和迈威尔的协助下，开发更好的自研AI芯片。不过，TD Cowen指出，从现在起到2030年，客制化芯片在AI市场的占比只会从10%提高至15%。TD Cowen认为，英伟达将维持领先地位，理由是其他公司自研AI芯片效能仍将大幅落后于英伟达的芯片，而且英伟达在跨硬件、软件与网路等各方面的技术最为成熟。分析师认为，英伟达全面整合硬件系统的做法与强大的软件套组，让它在生成式AI推论方面比同业更卓越。","news_type":1,"symbols_score_info":{"NVDA":1,"TD":1}},"isVote":1,"tweetType":1,"viewCount":790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":435057320665456,"gmtCreate":1747234693881,"gmtModify":1747234727509,"author":{"id":"3474626749802858","authorId":"3474626749802858","name":"笑我疯癫","avatar":"https://static.laohu8.com/85462cdc7ec507e1eac377420ce3f15e","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3474626749802858","authorIdStr":"3474626749802858"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; 第一次拿这么久","listText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$&nbsp;</a><v-v data-views=\"0\"></v-v>&nbsp; 第一次拿这么久","text":"$三倍做多半导体ETF-Direxion Daily(SOXL)$ 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