leisheng526的个人主页 - 老虎社区

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09-26

大清都亡了

特斯拉重大突破！无人驾驶Model Y已上路测试！6月交付！

08-28

苹果做AI简直就是笑话，等苹果能拿出来一个还算符合行业第一梯队的AI模型以后再说吧

新 AirPods Pro 能测心率，苹果还想让耳机成为 AI 入口

08-04

快去试试给比亚迪吉利做供应商

特斯拉北美拖欠供应商款项引倒闭风波

06-27

According to TipRanks, Johnson is an analyst with an average return of -5.7% and a 55.02% success rate. Johnson covers the Technology sector, focusing on stocks such as SolarEdge Technologies, Sunrun, and Enphase Energy.

抱歉，原内容已删除

06-15

真的想象不到，这帮人居然打赢了冷战和二战

安全性遭质疑！特斯拉奥斯汀自动驾驶出租车项目引发抗议

05-28

怪不得瑞银要破产

瑞银：比亚迪和小米超越特斯拉成为中国消费者首选品牌

02-24

写这种标题的编辑和记者最好回小学重新学习一下小学语文

抱歉，原内容已删除

2024-12-31

Doug Kass赶紧100倍杠杆做空英伟达呀！

抱歉，原内容已删除

2024-12-04

苹果继续这么整花活，他的APPLE AI会永远停滞不前

苹果采用亚马逊芯片，一个去英伟达化的信号？

去老虎APP查看更多动态

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16:08","market":"us","language":"zh","title":"特斯拉重大突破！无人驾驶Model Y已上路测试！6月交付！","url":"https://stock-news.laohu8.com/highlight/detail?id=2570008585","media":"汽车之家资讯","summary":"[汽车之家资讯] 日前，埃隆·马斯克在社交平台表示：“特斯拉一直在奥斯汀公共道路上测试无人驾驶的Model Y车型，目前尚未发生任何事故。下个月（6月），我们将向消费者首次交付Model Y自动驾驶汽车。”网友们发现了几辆Model Y，车上配备了安全驾驶员。这是特斯拉粉丝们长期以来的愿望，尽管可能会带来不便。目前还不清楚特斯拉将如何赔偿这些事故的未来车主，以及他们是否会接收一辆已经使用过的汽车。","content":"<html><body><article><p>[<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>资讯] 日前，埃隆·马斯克（Elon Musk）在社交平台表示：“<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>一直在奥斯汀公共道路上测试无人驾驶的Model Y(参数|询价)车型（无人驾驶员在车内），目前尚未发生任何事故。下个月（6月），我们将向消费者首次交付Model Y自动驾驶汽车。”</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250926160844608d163i4dnrdj0md6\"/><p>此次交付的Model Y搭载HW5.0硬件平台，配备4颗4D毫米波雷达、12颗摄像头和全新Dojo超算芯片，算力达1.1EFLOPS，较上一代提升5倍。在近期测试中，车辆成功完成自动变道、环岛绕行、施工路段避障等复杂操作，反应速度较人类驾驶员快0.3秒。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250926160844909d1637o2mp5usabg\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20250926160846304d163zpnqqcuvjfq\"/><p>此外，特斯拉不仅在德克萨斯州，还在加利福尼亚州开始了自动驾驶出租车的测试。网友们发现了几辆Model Y，车上配备了安全驾驶员。它们都标有TCP号码，表明特斯拉拥有作为付费服务运营的许可证。</p><p>马斯克还补充说，特斯拉将尝试首次将特斯拉从工厂自动交付给客户。这是特斯拉粉丝们长期以来的愿望，尽管可能会带来不便。道路上可能发生很多事情，从<a href=\"https://laohu8.com/S/600696\">岩石</a>碎裂和小车祸到严重的撞车事故。目前还不清楚特斯拉将如何赔偿这些事故的未来车主，以及他们是否会接收一辆已经使用过的汽车。（编译/<a href=\"https://laohu8.com/S/02518\">汽车之家</a> 李娜）</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>特斯拉重大突破！无人驾驶Model Y已上路测试！6月交付！</title>\n<style 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Y搭载HW5.0硬件平台，配备4颗4D毫米波雷达、12颗摄像头和全新Dojo超算芯片，算力达1.1EFLOPS，较上...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025092616084997ab1148&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC 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(AUDHDG) H2 INC","TSLA":"特斯拉","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025092616084997ab1148&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2570008585","content_text":"[汽车之家资讯] 日前，埃隆·马斯克（Elon Musk）在社交平台表示：“特斯拉一直在奥斯汀公共道路上测试无人驾驶的Model Y(参数|询价)车型（无人驾驶员在车内），目前尚未发生任何事故。下个月（6月），我们将向消费者首次交付Model Y自动驾驶汽车。”此次交付的Model Y搭载HW5.0硬件平台，配备4颗4D毫米波雷达、12颗摄像头和全新Dojo超算芯片，算力达1.1EFLOPS，较上一代提升5倍。在近期测试中，车辆成功完成自动变道、环岛绕行、施工路段避障等复杂操作，反应速度较人类驾驶员快0.3秒。此外，特斯拉不仅在德克萨斯州，还在加利福尼亚州开始了自动驾驶出租车的测试。网友们发现了几辆Model Y，车上配备了安全驾驶员。它们都标有TCP号码，表明特斯拉拥有作为付费服务运营的许可证。马斯克还补充说，特斯拉将尝试首次将特斯拉从工厂自动交付给客户。这是特斯拉粉丝们长期以来的愿望，尽管可能会带来不便。道路上可能发生很多事情，从岩石碎裂和小车祸到严重的撞车事故。目前还不清楚特斯拉将如何赔偿这些事故的未来车主，以及他们是否会接收一辆已经使用过的汽车。（编译/汽车之家 李娜）","news_type":1,"symbols_score_info":{"TSLA":1.5,"TSLL":1.5,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472478657532040,"gmtCreate":1756383338529,"gmtModify":1756386467721,"author":{"id":"3492992533487256","authorId":"3492992533487256","name":"leisheng526","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492992533487256","authorIdStr":"3492992533487256"},"themes":[],"htmlText":"苹果做AI简直就是笑话，等苹果能拿出来一个还算符合行业第一梯队的AI模型以后再说吧","listText":"苹果做AI简直就是笑话，等苹果能拿出来一个还算符合行业第一梯队的AI模型以后再说吧","text":"苹果做AI简直就是笑话，等苹果能拿出来一个还算符合行业第一梯队的AI模型以后再说吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472478657532040","repostId":"2562704787","repostType":2,"repost":{"id":"2562704787","kind":"news","pubTimestamp":1756352754,"share":"https://www.laohu8.com/m/news/2562704787?lang=&edition=full","pubTime":"2025-08-28 11:45","market":"sh","language":"zh","title":"新 AirPods Pro 能测心率，苹果还想让耳机成为 AI 入口","url":"https://stock-news.laohu8.com/highlight/detail?id=2562704787","media":"爱范儿","summary":"不过，目前来看摄像头在下个月发布的 AirPods Pro 3 上实装的可能性不大。就 AirPods Pro 2 而言，在生命周期中陆续获得了自适应音频、助听器、头部动作追踪等等一系列新功能，构成了 AirPods 家族持续的竞争力。AirPods Pro 3 的心率传感器，以及苹果正在捣鼓的摄像头，则是在硬件层面，赋予 AirPods 更独特的能力，这也是传统的耳机品牌所难以做到的。","content":"<html><body><p><img src=\"https://x0.ifengimg.com/res/2025/918BBB087249B2719FD46E4ACDA8EA6966EA3359_size10_w174_h858.png\"/></p><p><img src=\"https://x0.ifengimg.com/res/2025/2B285AC7FE55E72DBF5498B53E311021339B9078_size3_w748_h862.png\"/></p><p><img src=\"https://x0.ifengimg.com/res/2025/CF51DDA03FB51B1DBCD71B40D9044EB10B2C0C0F_size400_w1080_h1242.png\"/></p><p><img src=\"https://x0.ifengimg.com/res/2025/6C49443EB03B8D804E6AF1D18F1301939742BFE6_size7_w207_h237.png\"/></p><p>戴耳朵上</p><p>能读心</p><p>三年之期已到，AirPods Pro 3 这次真的要来了。</p><p>北京时间 9 月 10 晚举办的“科技春晚”<a href=\"https://laohu8.com/S/AAPL\">苹果</a>秋季发布会，除了万众期待的 iPhone 17 系列，还有大家也等待已久的 AirPods Pro 系列新品发布。</p><p><img src=\"https://x0.ifengimg.com/res/2025/BBB01781E796EA71432B6787BB302D0D06757350_size8247_w640_h744.gif\"/></p><p>还有，什么时候才能轮到我们五年都没迭代的 AirPods Max？</p><p>AirPods Pro 3：整一点耳机之外的花活</p><p>对比起前代，AirPods Pro 3 将会有一些非常显著的功能，甚至形态变化。</p><p>可能性最大的更新，当属心率传感器——没错，以后戴着 AirPods Pro 3，就能检测你的心率。</p><p><img src=\"https://x0.ifengimg.com/res/2025/1FE1A6386784448B879C721A8BD76493F9E9AF6E_size27_w1024_h576.jpg\"/></p><p>其实相关的产品形态并不新鲜，甚至 AirPods Pro 在苹果产品里都不是首发。今年年初，苹果旗下 Beats 发布的第二代 PowerBeats Pro 2 耳机，就已经配备了心率监测功能。</p><p>当时爱范儿就认为，苹果可能在用 Beats，给 AirPods Pro 3 的心率检测功能试水。</p><p><img src=\"https://x0.ifengimg.com/res/2025/EF07A69E05F4234FFB7B9F7EC3EAC001AC514A4A_size653_w640_h360.gif\"/></p><p>▲ PowerBeats Pro 2 检测心率</p><p>配备心率传感器的耳机，当然不是鼓励你一天 24 戴着，更多是作用于运动这一场景。</p><p>常见的运动性猝死都是心源性猝死，大部分由于潜在的心脏疾病导致。耳朵这个位置也因为动脉群分布的原因，血液特征能够更准确反映心脏的真实情况，其实是一个比手腕更<a href=\"https://laohu8.com/S/LI\">理想</a>的心率检测部位。</p><p>以及，刚好耳机也是很多人的锻炼搭子。</p><p>除了心率传感器，也有一些传闻称，苹果正在考虑为 AirPods Pro 配备一个低分辨率或者红外摄像头。</p><p><img src=\"https://x0.ifengimg.com/res/2025/ADA41AE73322E2107DE4B4395C008AFBC9494609_size17_w720_h455.jpg\"/></p><p>耳朵上的摄像头当然不是为了让你拍照……</p><p>而是充当 Apple 智能和 Siri 的“眼睛”，让你身上更多一个 AI 入口。</p><p>分析师郭明𫓹认为，这些视觉传感器捕捉到的图像数据会传输到 iPhone 或智能眼镜等其他设备，让你不需要拿出手机也能启动视觉智能功能。</p><p>摄像头也能帮助 AirPods 更好地感知用户所在的物理空间，提供更加真实的环绕立体声效果。</p><p><img src=\"https://x0.ifengimg.com/res/2025/8CE4572068EB94EB6A9CC4676405947E550AE5E4_size27_w720_h576.jpg\"/></p><p>不过，目前来看摄像头在下个月发布的 AirPods Pro 3 上实装的可能性不大。</p><p>其他可能的更新就比较常规了。AirPods Pro 3 将从 H2 芯片升级到 H3，提升耳机的音质和降噪性能。</p><p>耳机本身也经过了重新设计，耳机柄比现在会更短，整个设计更贴合耳朵。</p><p>还有来自供应链的消息，AirPods Pro 3 将换用和 AirPods 4 更相似的充电仓：外形更纤薄，换用隐藏式指示灯和电容式配对按钮，而不是现在版本的实体按钮。</p><p><img src=\"https://x0.ifengimg.com/res/2025/576CBD69C757FAEF7C42F1DA12B8FC5913722AAA_size34_w1024_h576.jpg\"/></p><p>▲ 左：AirPods 4，右：AirPods 3</p><p>AirPods：成为 AI 入口</p><p>至于数字版本，由于 AirPods 4 去年才刚刚到来，按理说下一代可能也要等上个 3 年，但明年是一个非常关键的节点：AirPods 发布十周年，因此 AirPods 5 赶上这个节点发布也不无可能，但目前还没有见到相关爆料信息。</p><p>不过，苹果已经准备了不少软件和功能更新来进一步丰富 AirPods 4 的功能，也会在下个月的发布会上宣布。</p><p>iOS 26 目前已经在测试入睡音频暂停、相机快门遥控器功能，而重头戏是目前还没有实装，但已经能在“翻译”应用后台找到相关示意图的“实时翻译”。</p><p><img src=\"https://x0.ifengimg.com/res/2025/E567E56579EA0D0C6E446216F259A5589637146A_size24_w1024_h576.jpg\"/></p><p>根据相关图示，以后我们可能两只手捏一捏 AirPods 的交互区就能激活这个功能，在和外国人面对面交流时可以就可以实时从耳机中听到翻译。</p><p>除了 AirPods Pro 3，AirPods 4 以及 AirPods Pro 2 也有望获得这个功能更新，不过很有可能仅限于 iPhone 17 系列配合使用，因此苹果一直没有发布这个功能。</p><p>对于苹果来说，AirPods 的角色定位已经不仅限于一个普通的耳机，更是一个让 AI 去听、甚至看物理世界的入口，同时也是用户和 AI 交互的平台。</p><p>这些功能更新，也在不断延长 AirPods 这个“慢更”产品线的生命活力。就 AirPods Pro 2 而言，在生命周期中陆续获得了自适应音频、助听器、头部动作追踪等等一系列新功能，构成了 AirPods 家族持续的竞争力。</p><p>AirPods Max：迭代遥遥无期</p><p>先问一个问题，你的日常生活周边，AirPods Max 多吗？</p><p><img src=\"https://x0.ifengimg.com/res/2025/0CD4389A4A4E88965A4C9C477D78E2F85D281091_size39_w961_h540.jpg\"/></p><p>虽然由于高昂的定价和乏善可陈的配置，上市之初 AirPods Max 并不被看好。</p><p>而实际上，虽然苹果没有公布过这款耳机的数据，但这款耳机这么多年来的销售数据还算不错，也成为了头戴式耳机品类的一个标志性产品。</p><p>但根据彭博社记者 Mark Gurman，AirPods Max 虽然卖得还行，让苹果还愿意继续销售这款产品，还在去年发布了一个新的 USB-C 版本，还上了新配色；但又没有那么好，让苹果愿意去投入时间和资源去开发二代升级。</p><p><img src=\"https://x0.ifengimg.com/res/2025/8CE6B1E9304336909B8575721D5DF2CE186241FE_size28_w1024_h512.jpg\"/></p><p>▲ AirPods Max USB-C 版本</p><p>由于这种不上不下的市场表现，苹果最好的策略，就是继续维持现状。因此， AirPods Max 的继任者，不会那么快到来。郭明𫓹认为，AirPods Max 2 到了 2027 年才会推出，并且会比初代的 380g 更轻。</p><p>初代 AirPods Max 在产品设计和做工上都是一款相当突破的产品：头梁和耳罩部分采用了此前苹果少见的织物设计，在这之后这种材料在苹果产品中越来越常见；</p><p><img src=\"https://x0.ifengimg.com/res/2025/A30F2BA5D79037538D479CBCB6551FE27D77EDDC_size57_w1024_h683.jpg\"/></p><p>▲ 图源：The Verge</p><p>以及，和传统头戴式耳机利用头梁中的导线连接左右耳发声单元不同，AirPods Max 左右耳没有任何实体电缆相连，本质还是一个分体式的“AirPods”，只是中间多了个头梁。</p><p><img src=\"https://x0.ifengimg.com/res/2025/63522BD6D2EB6E31CADF80647983CEE6DA901464_size67_w1024_h768.jpg\"/></p><p>▲ 图源：iFixit</p><p>想要把这样一款产品做得更轻，佩戴体验更舒适，免不了一次重新设计，花费的工本费想必会比另外两款 AirPods 更多，但产品销量反而是最低的，因此更新的优先级也只能被放在最后。</p><p>当然，如果苹果预计不会那么快推出真正意义上的 AirPods Max 2，像准备今年发布的 M5 Vision Pro 一样，给目前的 AirPods Max 换个最新的 H3 芯片继续卖，也不是不行？</p><p><img src=\"https://x0.ifengimg.com/res/2025/2FBCD8FDD1D227B7696F01B42505A25D310E3CF1_size30_w1024_h522.jpg\"/></p><p>耳机，确实是一种不容易做出新意的产品。</p><p>像是 iPhone、iPad 或者 Mac，每年换个芯片提升一下性能还说得过去，但耳机换芯片，或者提升音质和降噪能力，消费者的感知非常有限。</p><p>以往的消费者期待新款 AirPods，不是因为旧的已经落后时代，更多是已经用了很久，续航退化严重，确实不得不换了。</p><p><img src=\"https://x0.ifengimg.com/res/2025/43F9377E566895744BAB72516184D11D83203A58_size23_w800_h450.jpg\"/></p><p>▲ 目前的 AirPods 家族</p><p>所以，苹果这几年已经开始整一些新的活，想要吸引其他竞品和老用户去换新的耳机，例如空间音频，还有助听器功能。</p><p>AirPods Pro 3 的心率传感器，以及苹果正在捣鼓的摄像头，则是在硬件层面，赋予 AirPods 更独特的能力，这也是传统的耳机品牌所难以做到的。</p><p>这不是单纯吸引消费者购买的噱头，而是耳机这种产品发展到今时今日这种无比完善的形态后，不得不去探索的新方向。</p><p>特别是在这个 AI 席卷一切的当下，作为一个我们常常佩戴在身上，还带有麦克风的产品，耳机能够成为每个人都拥有的最佳 AI 入口。</p></body></html>","source":"fenghuang_stock","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\" 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href=https://tech.ifeng.com/c/8mBSjGl50Df><strong>爱范儿</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>戴耳朵上能读心三年之期已到，AirPods Pro 3 这次真的要来了。北京时间 9 月 10 晚举办的“科技春晚”苹果秋季发布会，除了万众期待的 iPhone 17 系列，还有大家也等待已久的 AirPods Pro 系列新品发布。还有，什么时候才能轮到我们五年都没迭代的 AirPods Max？AirPods Pro 3：整一点耳机之外的花活对比起前代，AirPods Pro 3 将会有一些...</p>\n\n<a href=\"https://tech.ifeng.com/c/8mBSjGl50Df\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4574":"无人驾驶","LU1301847155.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A4G\" (USD) INC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) 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将会有一些非常显著的功能，甚至形态变化。可能性最大的更新，当属心率传感器——没错，以后戴着 AirPods Pro 3，就能检测你的心率。其实相关的产品形态并不新鲜，甚至 AirPods Pro 在苹果产品里都不是首发。今年年初，苹果旗下 Beats 发布的第二代 PowerBeats Pro 2 耳机，就已经配备了心率监测功能。当时爱范儿就认为，苹果可能在用 Beats，给 AirPods Pro 3 的心率检测功能试水。▲ PowerBeats Pro 2 检测心率配备心率传感器的耳机，当然不是鼓励你一天 24 戴着，更多是作用于运动这一场景。常见的运动性猝死都是心源性猝死，大部分由于潜在的心脏疾病导致。耳朵这个位置也因为动脉群分布的原因，血液特征能够更准确反映心脏的真实情况，其实是一个比手腕更理想的心率检测部位。以及，刚好耳机也是很多人的锻炼搭子。除了心率传感器，也有一些传闻称，苹果正在考虑为 AirPods Pro 配备一个低分辨率或者红外摄像头。耳朵上的摄像头当然不是为了让你拍照……而是充当 Apple 智能和 Siri 的“眼睛”，让你身上更多一个 AI 入口。分析师郭明𫓹认为，这些视觉传感器捕捉到的图像数据会传输到 iPhone 或智能眼镜等其他设备，让你不需要拿出手机也能启动视觉智能功能。摄像头也能帮助 AirPods 更好地感知用户所在的物理空间，提供更加真实的环绕立体声效果。不过，目前来看摄像头在下个月发布的 AirPods Pro 3 上实装的可能性不大。其他可能的更新就比较常规了。AirPods Pro 3 将从 H2 芯片升级到 H3，提升耳机的音质和降噪性能。耳机本身也经过了重新设计，耳机柄比现在会更短，整个设计更贴合耳朵。还有来自供应链的消息，AirPods Pro 3 将换用和 AirPods 4 更相似的充电仓：外形更纤薄，换用隐藏式指示灯和电容式配对按钮，而不是现在版本的实体按钮。▲ 左：AirPods 4，右：AirPods 3AirPods：成为 AI 入口至于数字版本，由于 AirPods 4 去年才刚刚到来，按理说下一代可能也要等上个 3 年，但明年是一个非常关键的节点：AirPods 发布十周年，因此 AirPods 5 赶上这个节点发布也不无可能，但目前还没有见到相关爆料信息。不过，苹果已经准备了不少软件和功能更新来进一步丰富 AirPods 4 的功能，也会在下个月的发布会上宣布。iOS 26 目前已经在测试入睡音频暂停、相机快门遥控器功能，而重头戏是目前还没有实装，但已经能在“翻译”应用后台找到相关示意图的“实时翻译”。根据相关图示，以后我们可能两只手捏一捏 AirPods 的交互区就能激活这个功能，在和外国人面对面交流时可以就可以实时从耳机中听到翻译。除了 AirPods Pro 3，AirPods 4 以及 AirPods Pro 2 也有望获得这个功能更新，不过很有可能仅限于 iPhone 17 系列配合使用，因此苹果一直没有发布这个功能。对于苹果来说，AirPods 的角色定位已经不仅限于一个普通的耳机，更是一个让 AI 去听、甚至看物理世界的入口，同时也是用户和 AI 交互的平台。这些功能更新，也在不断延长 AirPods 这个“慢更”产品线的生命活力。就 AirPods Pro 2 而言，在生命周期中陆续获得了自适应音频、助听器、头部动作追踪等等一系列新功能，构成了 AirPods 家族持续的竞争力。AirPods Max：迭代遥遥无期先问一个问题，你的日常生活周边，AirPods Max 多吗？虽然由于高昂的定价和乏善可陈的配置，上市之初 AirPods Max 并不被看好。而实际上，虽然苹果没有公布过这款耳机的数据，但这款耳机这么多年来的销售数据还算不错，也成为了头戴式耳机品类的一个标志性产品。但根据彭博社记者 Mark Gurman，AirPods Max 虽然卖得还行，让苹果还愿意继续销售这款产品，还在去年发布了一个新的 USB-C 版本，还上了新配色；但又没有那么好，让苹果愿意去投入时间和资源去开发二代升级。▲ AirPods Max USB-C 版本由于这种不上不下的市场表现，苹果最好的策略，就是继续维持现状。因此， AirPods Max 的继任者，不会那么快到来。郭明𫓹认为，AirPods Max 2 到了 2027 年才会推出，并且会比初代的 380g 更轻。初代 AirPods Max 在产品设计和做工上都是一款相当突破的产品：头梁和耳罩部分采用了此前苹果少见的织物设计，在这之后这种材料在苹果产品中越来越常见；▲ 图源：The Verge以及，和传统头戴式耳机利用头梁中的导线连接左右耳发声单元不同，AirPods Max 左右耳没有任何实体电缆相连，本质还是一个分体式的“AirPods”，只是中间多了个头梁。▲ 图源：iFixit想要把这样一款产品做得更轻，佩戴体验更舒适，免不了一次重新设计，花费的工本费想必会比另外两款 AirPods 更多，但产品销量反而是最低的，因此更新的优先级也只能被放在最后。当然，如果苹果预计不会那么快推出真正意义上的 AirPods Max 2，像准备今年发布的 M5 Vision Pro 一样，给目前的 AirPods Max 换个最新的 H3 芯片继续卖，也不是不行？耳机，确实是一种不容易做出新意的产品。像是 iPhone、iPad 或者 Mac，每年换个芯片提升一下性能还说得过去，但耳机换芯片，或者提升音质和降噪能力，消费者的感知非常有限。以往的消费者期待新款 AirPods，不是因为旧的已经落后时代，更多是已经用了很久，续航退化严重，确实不得不换了。▲ 目前的 AirPods 家族所以，苹果这几年已经开始整一些新的活，想要吸引其他竞品和老用户去换新的耳机，例如空间音频，还有助听器功能。AirPods Pro 3 的心率传感器，以及苹果正在捣鼓的摄像头，则是在硬件层面，赋予 AirPods 更独特的能力，这也是传统的耳机品牌所难以做到的。这不是单纯吸引消费者购买的噱头，而是耳机这种产品发展到今时今日这种无比完善的形态后，不得不去探索的新方向。特别是在这个 AI 席卷一切的当下，作为一个我们常常佩戴在身上，还带有麦克风的产品，耳机能够成为每个人都拥有的最佳 AI 入口。","news_type":1,"symbols_score_info":{"AAPL":1,"MACW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":463917791039696,"gmtCreate":1754287547616,"gmtModify":1754287549396,"author":{"id":"3492992533487256","authorId":"3492992533487256","name":"leisheng526","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492992533487256","authorIdStr":"3492992533487256"},"themes":[],"htmlText":"快去试试给比亚迪吉利做供应商","listText":"快去试试给比亚迪吉利做供应商","text":"快去试试给比亚迪吉利做供应商","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/463917791039696","repostId":"2556875135","repostType":2,"repost":{"id":"2556875135","kind":"news","pubTimestamp":1754200827,"share":"https://www.laohu8.com/m/news/2556875135?lang=&edition=full","pubTime":"2025-08-03 14:00","market":"us","language":"zh","title":"特斯拉北美拖欠供应商款项引倒闭风波","url":"https://stock-news.laohu8.com/highlight/detail?id=2556875135","media":"中关村在线","summary":"近年来，特斯拉在北美市场被曝出长期拖欠供应商款项，这一问题已导致至少两家小型美国企业倒闭。据知情人士透露，过去五年间，特斯拉在得州面临的承包商留置权索赔总额超过1.1亿美元。一位名为詹妮弗·梅斯纳的小型管道焊接企业主在2022年与特斯拉签署合同，负责为其奥斯汀超级工厂提供服务。一名曾参与特斯拉奥斯汀项目施工的分包商透露，特斯拉在当地的商业信誉并不理想。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20250804075200193d152yx2wph7pfbi\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20250804075200597d152ghusvgalmhm\"/><p>近年来，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在北美市场被曝出长期拖欠供应商款项，这一问题已导致至少两家小型美国企业倒闭。据知情人士透露，过去五年间，特斯拉在得州面临的承包商留置权索赔总额超过1.1亿美元。相比之下，另一家科技巨头在该州开展类似工程时产生的留置权债务仅为约120万美元，仅为特斯拉金额的十分之一不到。</p><p>一位名为詹妮弗·梅斯纳的小型管道焊接企业主在2022年与特斯拉签署合同，负责为其奥斯汀超级工厂提供服务。合同金额达数百万美元。为了履行合同义务，她投入了大量资金与人力，并在公司业务增长的鼓舞下，贷款购置更高端设备以提升生产能力。</p><p>然而，合作并未按预期顺利进行。在特斯拉停止付款后，梅斯纳陷入资金周转困境，不得不靠新贷款来偿还旧债，最终因无力支付员工薪资而宣告破产。她表示：“与如此规模的企业合作时，你很难想象他们会拖欠款项。”当时，她仍有超过100万美元的工程款未获支付。尽管特斯拉之后向她的分包商支付了65万美元，但却指责其“收费过高”。</p><p>梅斯纳表示，至今她仍承受着数十万美元的经济损失，对未来是否能够恢复财务稳定充满疑虑。</p><p>据悉，许多曾与特斯拉合作的小型企业都反映其付款周期极长，有时甚至完全不付款。这些企业多为小型家庭式运营公司，资金链本就脆弱。一旦遭遇账期拖延，往往难以维系日常运营，进而引发一系列连锁反应。</p><p>一名曾参与特斯拉奥斯汀项目施工的分包商透露，特斯拉在当地的商业信誉并不<a href=\"https://laohu8.com/S/LI\">理想</a>。为维持现金流，他的公司不得不申请额外的信用额度。“在我们合作过的所有企业中，特斯拉是极少数似乎毫不在意是否会让供应商陷入困境的公司。”他这样形容。</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>特斯拉北美拖欠供应商款项引倒闭风波</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{ 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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特斯拉北美拖欠供应商款项引倒闭风波\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-03 14:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025080407520594cd5d43&s=b><strong>中关村在线</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近年来，特斯拉在北美市场被曝出长期拖欠供应商款项，这一问题已导致至少两家小型美国企业倒闭。据知情人士透露，过去五年间，特斯拉在得州面临的承包商留置权索赔总额超过1.1亿美元。相比之下，另一家科技巨头在该州开展类似工程时产生的留置权债务仅为约120万美元，仅为特斯拉金额的十分之一不到。一位名为詹妮弗·梅斯纳的小型管道焊接企业主在2022年与特斯拉签署合同，负责为其奥斯汀超级工厂提供服务。合同金额达...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025080407520594cd5d43&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","BK4581":"高盛持仓","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","BK4527":"明星科技股","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4511":"特斯拉概念","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","BK4585":"ETF&股票定投概念","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","BK4534":"瑞士信贷持仓","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0056508442.USD":"贝莱德世界科技基金A2","BK4555":"新能源车","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4592":"伊斯兰概念","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4588":"碎股","BK4550":"红杉资本持仓","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","TSLA":"特斯拉","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU1548497426.USD":"安联环球人工智能AT Acc","TSLL":"Direxion Daily TSLA Bull 2X Shares","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4574":"无人驾驶","BK4551":"寇图资本持仓","TSYW.SI":"TESLA 3xLongSG261006","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025080407520594cd5d43&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2556875135","content_text":"近年来，特斯拉在北美市场被曝出长期拖欠供应商款项，这一问题已导致至少两家小型美国企业倒闭。据知情人士透露，过去五年间，特斯拉在得州面临的承包商留置权索赔总额超过1.1亿美元。相比之下，另一家科技巨头在该州开展类似工程时产生的留置权债务仅为约120万美元，仅为特斯拉金额的十分之一不到。一位名为詹妮弗·梅斯纳的小型管道焊接企业主在2022年与特斯拉签署合同，负责为其奥斯汀超级工厂提供服务。合同金额达数百万美元。为了履行合同义务，她投入了大量资金与人力，并在公司业务增长的鼓舞下，贷款购置更高端设备以提升生产能力。然而，合作并未按预期顺利进行。在特斯拉停止付款后，梅斯纳陷入资金周转困境，不得不靠新贷款来偿还旧债，最终因无力支付员工薪资而宣告破产。她表示：“与如此规模的企业合作时，你很难想象他们会拖欠款项。”当时，她仍有超过100万美元的工程款未获支付。尽管特斯拉之后向她的分包商支付了65万美元，但却指责其“收费过高”。梅斯纳表示，至今她仍承受着数十万美元的经济损失，对未来是否能够恢复财务稳定充满疑虑。据悉，许多曾与特斯拉合作的小型企业都反映其付款周期极长，有时甚至完全不付款。这些企业多为小型家庭式运营公司，资金链本就脆弱。一旦遭遇账期拖延，往往难以维系日常运营，进而引发一系列连锁反应。一名曾参与特斯拉奥斯汀项目施工的分包商透露，特斯拉在当地的商业信誉并不理想。为维持现金流，他的公司不得不申请额外的信用额度。“在我们合作过的所有企业中，特斯拉是极少数似乎毫不在意是否会让供应商陷入困境的公司。”他这样形容。","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":450273925251744,"gmtCreate":1750958928650,"gmtModify":1750958930764,"author":{"id":"3492992533487256","authorId":"3492992533487256","name":"leisheng526","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492992533487256","authorIdStr":"3492992533487256"},"themes":[],"htmlText":"According to TipRanks, Johnson is an analyst with an average return of -5.7% and a 55.02% success rate. Johnson covers the Technology sector, focusing on stocks such as SolarEdge Technologies, Sunrun, and Enphase Energy.","listText":"According to TipRanks, Johnson is an analyst with an average return of -5.7% and a 55.02% success rate. Johnson covers the Technology sector, focusing on stocks such as SolarEdge Technologies, Sunrun, and Enphase Energy.","text":"According to TipRanks, Johnson is an analyst with an average return of -5.7% and a 55.02% success rate. Johnson covers the Technology sector, focusing on stocks such as SolarEdge Technologies, Sunrun, and Enphase Energy.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/450273925251744","repostId":"2546753877","repostType":2,"isVote":1,"tweetType":1,"viewCount":1004,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3492992533487256","authorId":"3492992533487256","name":"leisheng526","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"idStr":"3492992533487256","authorIdStr":"3492992533487256"},"content":"根据这篇文章，解释了这个分析师为啥在美股这么高收益的市场里，平均收益率还是负的","text":"根据这篇文章，解释了这个分析师为啥在美股这么高收益的市场里，平均收益率还是负的","html":"根据这篇文章，解释了这个分析师为啥在美股这么高收益的市场里，平均收益率还是负的"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":446101776396632,"gmtCreate":1749917034998,"gmtModify":1749917036194,"author":{"id":"3492992533487256","authorId":"3492992533487256","name":"leisheng526","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492992533487256","authorIdStr":"3492992533487256"},"themes":[],"htmlText":"真的想象不到，这帮人居然打赢了冷战和二战","listText":"真的想象不到，这帮人居然打赢了冷战和二战","text":"真的想象不到，这帮人居然打赢了冷战和二战","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/446101776396632","repostId":"2543681066","repostType":4,"repost":{"id":"2543681066","kind":"news","pubTimestamp":1749886685,"share":"https://www.laohu8.com/m/news/2543681066?lang=&edition=full","pubTime":"2025-06-14 15:38","market":"us","language":"zh","title":"安全性遭质疑！特斯拉奥斯汀自动驾驶出租车项目引发抗议","url":"https://stock-news.laohu8.com/highlight/detail?id=2543681066","media":"智通财经","summary":"6月14日，随着埃隆·马斯克将6月22日定为$特斯拉$在德克萨斯州奥斯汀启动自动驾驶出租车试点服务的初步日期，抗议声浪也随之而起。公共安全倡导者和政治抗议者在周四聚集于奥斯汀市中心，表达他们对自动驾驶出租车项目启动的担忧。本周早些时候，马斯克在社交平台上发布的一段视频中展示了特斯拉自动驾驶出租车的外观。除此之外，他们对特斯拉的安全标准缺乏信心，并称该公司对其自动驾驶出租车如何运作缺乏透明度。","content":"<html><head></head><body><p>6月14日，随着埃隆·马斯克将6月22日定为<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在德克萨斯州奥斯汀启动自动驾驶出租车试点服务的初步日期，抗议声浪也随之而起。公共安全倡导者和政治抗议者在周四聚集于奥斯汀市中心，表达他们对自动驾驶出租车项目启动的担忧。这些抗议者包括Dawn Project、Tesla Takedown和Resist Austin等团体的成员，他们指出特斯拉的部分自动驾驶系统存在安全隐患。</p><p>据悉，特斯拉目前在美国销售的汽车配备了<a href=\"https://laohu8.com/S/600302\">标准</a>的自动辅助驾驶系统，或者是更高级的“完全自动驾驶”(Full Self-Driving，简称FSD)选项。这些系统具有如自动保持车道、自动转向、自动泊车等功能。根据美国国家公路交通安全管理局(NHTSA)追踪的数据，配备这些系统的车辆已涉及数百起碰撞事故，其中包括数十起致命事故。</p><p>本周早些时候，马斯克在社交平台上发布的一段视频中展示了特斯拉自动驾驶出租车的外观。这些车辆是特斯拉热门车型Model Y的新版本，配备了即将发布的FSD软件。该“无监督”版本的FSD，即自动驾驶技术，目前尚未向公众开放。</p><p>自称从事技术安全和安全教育业务的The Dawn Project的特斯拉批评者带来了一款安装了相对较新的FSD软件(13.2.9版)的Model Y，向奥斯汀的居民展示了它是如何工作的。在周四的演示中，他们展示了这样一个场景：启用FSD的特斯拉高速驶过一辆停靠、并竖起停车标志的校车，随后撞上了一个他们放在车前、与儿童大小相仿的人形假人。</p><p>不过，值得一提的是，The Dawn Project的首席执行官Dan O’Dowd同时也是Green Hills Software的负责人，该公司向包括福特和丰田在内的特斯拉竞争对手销售技术产品。</p><p>参与抗议的其他人还对马斯克在特朗普政府中的角色表示不满。除此之外，他们对特斯拉的安全标准缺乏信心，并称该公司对其自动驾驶出租车如何运作缺乏透明度。</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>安全性遭质疑！特斯拉奥斯汀自动驾驶出租车项目引发抗议</title>\n<style 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}\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安全性遭质疑！特斯拉奥斯汀自动驾驶出租车项目引发抗议\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-14 15:38 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1305360.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月14日，随着埃隆·马斯克将6月22日定为特斯拉在德克萨斯州奥斯汀启动自动驾驶出租车试点服务的初步日期，抗议声浪也随之而起。公共安全倡导者和政治抗议者在周四聚集于奥斯汀市中心，表达他们对自动驾驶出租车项目启动的担忧。这些抗议者包括Dawn Project、Tesla Takedown和Resist Austin等团体的成员，他们指出特斯拉的部分自动驾驶系统存在安全隐患。据悉，特斯拉目前在美国销售...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1305360.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/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"BK4511":"特斯拉概念","BK4585":"ETF&股票定投概念","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","BK4555":"新能源车","LU0056508442.USD":"贝莱德世界科技基金A2","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","BK4516":"特朗普概念","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) 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ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1305360.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2543681066","content_text":"6月14日，随着埃隆·马斯克将6月22日定为特斯拉在德克萨斯州奥斯汀启动自动驾驶出租车试点服务的初步日期，抗议声浪也随之而起。公共安全倡导者和政治抗议者在周四聚集于奥斯汀市中心，表达他们对自动驾驶出租车项目启动的担忧。这些抗议者包括Dawn Project、Tesla Takedown和Resist Austin等团体的成员，他们指出特斯拉的部分自动驾驶系统存在安全隐患。据悉，特斯拉目前在美国销售的汽车配备了标准的自动辅助驾驶系统，或者是更高级的“完全自动驾驶”(Full Self-Driving，简称FSD)选项。这些系统具有如自动保持车道、自动转向、自动泊车等功能。根据美国国家公路交通安全管理局(NHTSA)追踪的数据，配备这些系统的车辆已涉及数百起碰撞事故，其中包括数十起致命事故。本周早些时候，马斯克在社交平台上发布的一段视频中展示了特斯拉自动驾驶出租车的外观。这些车辆是特斯拉热门车型Model Y的新版本，配备了即将发布的FSD软件。该“无监督”版本的FSD，即自动驾驶技术，目前尚未向公众开放。自称从事技术安全和安全教育业务的The Dawn Project的特斯拉批评者带来了一款安装了相对较新的FSD软件(13.2.9版)的Model Y，向奥斯汀的居民展示了它是如何工作的。在周四的演示中，他们展示了这样一个场景：启用FSD的特斯拉高速驶过一辆停靠、并竖起停车标志的校车，随后撞上了一个他们放在车前、与儿童大小相仿的人形假人。不过，值得一提的是，The Dawn Project的首席执行官Dan O’Dowd同时也是Green Hills Software的负责人，该公司向包括福特和丰田在内的特斯拉竞争对手销售技术产品。参与抗议的其他人还对马斯克在特朗普政府中的角色表示不满。除此之外，他们对特斯拉的安全标准缺乏信心，并称该公司对其自动驾驶出租车如何运作缺乏透明度。","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":439768216891688,"gmtCreate":1748393741142,"gmtModify":1748393742175,"author":{"id":"3492992533487256","authorId":"3492992533487256","name":"leisheng526","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492992533487256","authorIdStr":"3492992533487256"},"themes":[],"htmlText":"怪不得瑞银要破产","listText":"怪不得瑞银要破产","text":"怪不得瑞银要破产","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439768216891688","repostId":"1186420812","repostType":2,"repost":{"id":"1186420812","kind":"news","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":1748393443,"share":"https://www.laohu8.com/m/news/1186420812?lang=&edition=full","pubTime":"2025-05-28 08:50","market":"us","language":"zh","title":"瑞银：比亚迪和小米超越特斯拉成为中国消费者首选品牌","url":"https://stock-news.laohu8.com/highlight/detail?id=1186420812","media":"老虎资讯综合","summary":"瑞银最新调查显示，全球范围内，考虑购买特斯拉的消费者比例从去年的39%降至36%，而选择特斯拉作为首选纯电动车的比例则从22%跌至18%。瑞银分析师团队指出，在中国，特斯拉被比亚迪和小米超越，跌至第三位，首选比例从18%降至14%。中国消费者更倾向本土品牌，特斯拉不再被视为技术领导者。","content":"<html><head></head><body><p>瑞银最新调查显示，全球范围内，考虑购买特斯拉的消费者比例从去年的39%降至36%，而选择特斯拉作为首选纯电动车的比例则从22%跌至18%。瑞银分析师团队指出，在中国，特斯拉被比亚迪和小米超越，跌至第三位，首选比例从18%降至14%。中国消费者更倾向本土品牌，特斯拉不再被视为技术领导者。</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>瑞银：比亚迪和小米超越特斯拉成为中国消费者首选品牌</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瑞银：比亚迪和小米超越特斯拉成为中国消费者首选品牌\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\">2025-05-28 08:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>瑞银最新调查显示，全球范围内，考虑购买特斯拉的消费者比例从去年的39%降至36%，而选择特斯拉作为首选纯电动车的比例则从22%跌至18%。瑞银分析师团队指出，在中国，特斯拉被比亚迪和小米超越，跌至第三位，首选比例从18%降至14%。中国消费者更倾向本土品牌，特斯拉不再被视为技术领导者。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c14513faa449063f1f6a477f0c913c91","relate_stocks":{"TSLA":"特斯拉","01810":"小米集团-W","01211":"比亚迪股份-一百"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186420812","content_text":"瑞银最新调查显示，全球范围内，考虑购买特斯拉的消费者比例从去年的39%降至36%，而选择特斯拉作为首选纯电动车的比例则从22%跌至18%。瑞银分析师团队指出，在中国，特斯拉被比亚迪和小米超越，跌至第三位，首选比例从18%降至14%。中国消费者更倾向本土品牌，特斯拉不再被视为技术领导者。","news_type":1,"symbols_score_info":{"01211":1.1,"01810":1.1,"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":1012,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":407075881767232,"gmtCreate":1740402297493,"gmtModify":1740402579756,"author":{"id":"3492992533487256","authorId":"3492992533487256","name":"leisheng526","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492992533487256","authorIdStr":"3492992533487256"},"themes":[],"htmlText":"写这种标题的编辑和记者最好回小学重新学习一下小学语文","listText":"写这种标题的编辑和记者最好回小学重新学习一下小学语文","text":"写这种标题的编辑和记者最好回小学重新学习一下小学语文","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407075881767232","repostId":"2513555537","repostType":2,"isVote":1,"tweetType":1,"viewCount":1967,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387379318972760,"gmtCreate":1735616474893,"gmtModify":1735621830845,"author":{"id":"3492992533487256","authorId":"3492992533487256","name":"leisheng526","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492992533487256","authorIdStr":"3492992533487256"},"themes":[],"htmlText":"Doug Kass赶紧100倍杠杆做空英伟达呀！","listText":"Doug Kass赶紧100倍杠杆做空英伟达呀！","text":"Doug Kass赶紧100倍杠杆做空英伟达呀！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387379318972760","repostId":"1100206983","repostType":2,"isVote":1,"tweetType":1,"viewCount":1929,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377986533458280,"gmtCreate":1733324589550,"gmtModify":1733326424521,"author":{"id":"3492992533487256","authorId":"3492992533487256","name":"leisheng526","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492992533487256","authorIdStr":"3492992533487256"},"themes":[],"htmlText":"苹果继续这么整花活，他的APPLE AI会永远停滞不前","listText":"苹果继续这么整花活，他的APPLE AI会永远停滞不前","text":"苹果继续这么整花活，他的APPLE AI会永远停滞不前","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377986533458280","repostId":"2488917961","repostType":2,"repost":{"id":"2488917961","kind":"news","pubTimestamp":1733320355,"share":"https://www.laohu8.com/m/news/2488917961?lang=&edition=full","pubTime":"2024-12-04 21:52","market":"us","language":"zh","title":"苹果采用亚马逊芯片，一个去英伟达化的信号？","url":"https://stock-news.laohu8.com/highlight/detail?id=2488917961","media":"茶饮消息","summary":"亚马逊宣布推出了未来可能替代英伟达GPU的AI芯片。AWS的Trainium2芯片，将用来构建一个40万卡的集群，训练下一代Claude模型，而且苹果宣布会使用它来训练和部署Apple Intelligence。但随着Trainium2的发布，亚马逊已经做出了重大的调整，正在芯片、系统和软件编译器/框架层面向英伟达产品看齐，提供有竞争力的定制硅芯片解决方案。苹果还一直使用亚马逊的Inferentia和Graviton芯片来支持搜索服务。苹果方面称，亚马逊的这些芯片带来了40%的效率提升。","content":"<html><body><p><strong><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>宣布推出了未来可能替代<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>GPU的AI芯片。</strong>AWS的Trainium2芯片，将用来构建一个40万卡的集群，训练下一代Claude模型，<strong>而且<a href=\"https://laohu8.com/S/AAPL\">苹果</a>宣布会使用它来训练和部署Apple Intelligence。</strong></p><p>正在拉斯维加斯举行的re:Invent大会上，AWS推出的Trn2服务器（16片Trainium2）提供20.8 Pflops性能，可训练数十亿参数模型，试图媲美英伟达和AMD的GPU。Trn2 UltraServers（64片Trainium2）高峰时提供83.2 Pflops算力，完全可以用来训练和部署最大的模型，包括语言、多模态和视觉模型。</p><p>AWS还宣布了下一代AI芯片Trainium3的计划。预计将比Trainium2提升2倍的性能，改善40%的能效，3纳米制程，将于2025年底推出。</p><p>目前，亚马逊基于Trainium1和Inferentia2的实例，在生成式AI前沿模型训练或推理方面还不太具有竞争力，这是由于硬件规格较弱以及软件集成较弱所致。但随着Trainium2的发布，亚马逊已经做出了重大的调整，<strong>正在芯片、系统和软件编译器/框架层面向英伟达产品看齐，提供有竞争力的定制硅芯片解决方案。</strong></p><p><strong>苹果公司也非同寻常地对外介绍了它与云服务商之间的合作细节，并且表达出积极合作构建AI的意愿。</strong>苹果已经使用AWS服务超过十年，用于Siri、Apple Maps和Apple Music。苹果还一直使用亚马逊的Inferentia和Graviton芯片来支持搜索服务。苹果方面称，亚马逊的这些芯片带来了40%的效率提升。</p><p>苹果最近还将用Trainium2进行其自有模型的预训练。苹果对它的初步评估显示，预训练效率提升了50%。苹果在决定开发Apple Intelligence之后，马上就找到了AWS，寻求AI基础设施的支持。苹果也使用过<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>云的TPU服务器。</p><p>苹果正在引领着个人AI的应用方向，即把AI模型向端侧部署，主要用本地化的计算为用户提供定制化与个人化的AI服务，注重保护用户的隐私。</p><p>所以，对于苹果来说，<strong>最重要的不是用十万张卡去训练大模型，而是用AI更好地服务其20多亿设备用户，</strong>即在iPhone、iPad、Mac等设备上，用自研芯片提供本地算力，只有那些较复杂的计算任务才上云端。苹果还需要云服务商能配合它进行隐私计算。</p><p>Apple Intelligence有自己的步调，它先推出内容提炼、起草邮件、生成表情包等最基本的功能，很快会集成OpenAI的大模型服务，明年会加强Siri功能，因为<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>体技术的加持，它更像个能办事的助理，调动手机App完成用户吩咐的任务。</p><p><strong>而且AWS正在与Anthropic合作，打造40万Trainium2卡级的算力集群，用来训练下一代的Claude大模型。</strong>这个项目名称为Project Rainer，将为Anthropic提供的算力5倍于训练现有模型的Eflops。亚马逊对Anthropic最新的40亿美元投资，实际上将用于这个40万卡集群，目前还没有其他主要客户。</p><p>马斯克的xAI已经建好了10万H100算力集群，而且放也豪言要再买30万张B200；扎克伯格正在用一个超过10万H100的集群加班加点地训练Llama4，更不用说微软/OpenAI等，10万H100已经成为参与军备竞赛的起步价。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>但Trainium算力集群真的要挑战英伟达GPU，还要付出更多努力。据半导体咨询机构semianalysis分析，<strong>40万颗Trainium2的原始浮点运算性能仍少于10万GB200集群。</strong>这意味着由于阿姆达尔定律的限制，Anthropic仍将很难与竞争对手10万卡GB200集群匹敌。在40万颗Trainium2和EFA上执行集合通信将非常困难，因此Anthropic需要在异步训练方面进行一些重大创新。</p><p>*作者注：EFA代表Elastic Fabric Adapter，是AWS提供的一种高性能网络接口技术，主要用于支持高性能计算（HPC）和机器学习工作负载。</p><p>三大云巨头AWS、<a href=\"https://laohu8.com/S/MSFT\">微软</a>Azure和谷歌云，目前数据中心芯片主要来自英伟达、AMD和<a href=\"https://laohu8.com/S/INTC\">英特尔</a>。同时，它们也在积极探索自己研制芯片，会带来成本及定制化服务等方面的好处，既用于通用计算负载，也用于加速计算，如大模型的训练和推理。AWS称，通过Trainium，Anthropic的大模型Claude Haiku 3.5，速度比其他芯片提升了60%。</p><p>随着生成式AI日益进入大规模应用阶段，企业将会寻找更加适合具体应用、为客户定制化、价格更亲民、更具能效的芯片和算力解决方案。</p><p>2025年我们会看到一个趋势，<strong>更多的算力会部署到推理侧进行强化学习，以及AI的大规模应用，这些都对芯片、服务器、工具、架构、服务等提出新的定制化要求，</strong>从而为云服务商的硅技术和初创芯片企业带来新的机会。</p></body></html>","source":"ifeng_tech","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>苹果采用亚马逊芯片，一个去英伟达化的信号？</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; 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href=https://tech.ifeng.com/c/8f3026eRYWB><strong>茶饮消息</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>亚马逊宣布推出了未来可能替代英伟达GPU的AI芯片。AWS的Trainium2芯片，将用来构建一个40万卡的集群，训练下一代Claude模型，而且苹果宣布会使用它来训练和部署Apple Intelligence。正在拉斯维加斯举行的re:Invent大会上，AWS推出的Trn2服务器（16片Trainium2）提供20.8 Pflops性能，可训练数十亿参数模型，试图媲美英伟达和AMD的GPU。...</p>\n\n<a href=\"https://tech.ifeng.com/c/8f3026eRYWB\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4566":"资本集团","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC","NVDD":"Direxion Daily NVDA Bear 1X Shares","LU1046421795.USD":"富达环球科技A-ACC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME 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ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","LU0056508442.USD":"贝莱德世界科技基金A2","2NVD.UK":"2X NVIDIA ETP"},"source_url":"https://tech.ifeng.com/c/8f3026eRYWB","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2488917961","content_text":"亚马逊宣布推出了未来可能替代英伟达GPU的AI芯片。AWS的Trainium2芯片，将用来构建一个40万卡的集群，训练下一代Claude模型，而且苹果宣布会使用它来训练和部署Apple Intelligence。正在拉斯维加斯举行的re:Invent大会上，AWS推出的Trn2服务器（16片Trainium2）提供20.8 Pflops性能，可训练数十亿参数模型，试图媲美英伟达和AMD的GPU。Trn2 UltraServers（64片Trainium2）高峰时提供83.2 Pflops算力，完全可以用来训练和部署最大的模型，包括语言、多模态和视觉模型。AWS还宣布了下一代AI芯片Trainium3的计划。预计将比Trainium2提升2倍的性能，改善40%的能效，3纳米制程，将于2025年底推出。目前，亚马逊基于Trainium1和Inferentia2的实例，在生成式AI前沿模型训练或推理方面还不太具有竞争力，这是由于硬件规格较弱以及软件集成较弱所致。但随着Trainium2的发布，亚马逊已经做出了重大的调整，正在芯片、系统和软件编译器/框架层面向英伟达产品看齐，提供有竞争力的定制硅芯片解决方案。苹果公司也非同寻常地对外介绍了它与云服务商之间的合作细节，并且表达出积极合作构建AI的意愿。苹果已经使用AWS服务超过十年，用于Siri、Apple Maps和Apple Music。苹果还一直使用亚马逊的Inferentia和Graviton芯片来支持搜索服务。苹果方面称，亚马逊的这些芯片带来了40%的效率提升。苹果最近还将用Trainium2进行其自有模型的预训练。苹果对它的初步评估显示，预训练效率提升了50%。苹果在决定开发Apple Intelligence之后，马上就找到了AWS，寻求AI基础设施的支持。苹果也使用过谷歌云的TPU服务器。苹果正在引领着个人AI的应用方向，即把AI模型向端侧部署，主要用本地化的计算为用户提供定制化与个人化的AI服务，注重保护用户的隐私。所以，对于苹果来说，最重要的不是用十万张卡去训练大模型，而是用AI更好地服务其20多亿设备用户，即在iPhone、iPad、Mac等设备上，用自研芯片提供本地算力，只有那些较复杂的计算任务才上云端。苹果还需要云服务商能配合它进行隐私计算。Apple Intelligence有自己的步调，它先推出内容提炼、起草邮件、生成表情包等最基本的功能，很快会集成OpenAI的大模型服务，明年会加强Siri功能，因为智能体技术的加持，它更像个能办事的助理，调动手机App完成用户吩咐的任务。而且AWS正在与Anthropic合作，打造40万Trainium2卡级的算力集群，用来训练下一代的Claude大模型。这个项目名称为Project Rainer，将为Anthropic提供的算力5倍于训练现有模型的Eflops。亚马逊对Anthropic最新的40亿美元投资，实际上将用于这个40万卡集群，目前还没有其他主要客户。马斯克的xAI已经建好了10万H100算力集群，而且放也豪言要再买30万张B200；扎克伯格正在用一个超过10万H100的集群加班加点地训练Llama4，更不用说微软/OpenAI等，10万H100已经成为参与军备竞赛的起步价。但Trainium算力集群真的要挑战英伟达GPU，还要付出更多努力。据半导体咨询机构semianalysis分析，40万颗Trainium2的原始浮点运算性能仍少于10万GB200集群。这意味着由于阿姆达尔定律的限制，Anthropic仍将很难与竞争对手10万卡GB200集群匹敌。在40万颗Trainium2和EFA上执行集合通信将非常困难，因此Anthropic需要在异步训练方面进行一些重大创新。*作者注：EFA代表Elastic Fabric Adapter，是AWS提供的一种高性能网络接口技术，主要用于支持高性能计算（HPC）和机器学习工作负载。三大云巨头AWS、微软Azure和谷歌云，目前数据中心芯片主要来自英伟达、AMD和英特尔。同时，它们也在积极探索自己研制芯片，会带来成本及定制化服务等方面的好处，既用于通用计算负载，也用于加速计算，如大模型的训练和推理。AWS称，通过Trainium，Anthropic的大模型Claude Haiku 3.5，速度比其他芯片提升了60%。随着生成式AI日益进入大规模应用阶段，企业将会寻找更加适合具体应用、为客户定制化、价格更亲民、更具能效的芯片和算力解决方案。2025年我们会看到一个趋势，更多的算力会部署到推理侧进行强化学习，以及AI的大规模应用，这些都对芯片、服务器、工具、架构、服务等提出新的定制化要求，从而为云服务商的硅技术和初创芯片企业带来新的机会。","news_type":1,"symbols_score_info":{"2NVD.UK":0.6,"3NVD.UK":0.6,"AAPL":1,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"SNVD.UK":0.6}},"isVote":1,"tweetType":1,"viewCount":2153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":482764242146032,"gmtCreate":1758891199189,"gmtModify":1758891201452,"author":{"id":"3492992533487256","authorId":"3492992533487256","name":"leisheng526","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492992533487256","authorIdStr":"3492992533487256"},"themes":[],"htmlText":"大清都亡了","listText":"大清都亡了","text":"大清都亡了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482764242146032","repostId":"2570008585","repostType":2,"repost":{"id":"2570008585","kind":"news","pubTimestamp":1758874120,"share":"https://www.laohu8.com/m/news/2570008585?lang=&edition=full","pubTime":"2025-09-26 16:08","market":"us","language":"zh","title":"特斯拉重大突破！无人驾驶Model Y已上路测试！6月交付！","url":"https://stock-news.laohu8.com/highlight/detail?id=2570008585","media":"汽车之家资讯","summary":"[汽车之家资讯] 日前，埃隆·马斯克在社交平台表示：“特斯拉一直在奥斯汀公共道路上测试无人驾驶的Model Y车型，目前尚未发生任何事故。下个月（6月），我们将向消费者首次交付Model Y自动驾驶汽车。”网友们发现了几辆Model Y，车上配备了安全驾驶员。这是特斯拉粉丝们长期以来的愿望，尽管可能会带来不便。目前还不清楚特斯拉将如何赔偿这些事故的未来车主，以及他们是否会接收一辆已经使用过的汽车。","content":"<html><body><article><p>[<a href=\"https://laohu8.com/S/ATHM\">汽车之家</a>资讯] 日前，埃隆·马斯克（Elon Musk）在社交平台表示：“<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>一直在奥斯汀公共道路上测试无人驾驶的Model Y(参数|询价)车型（无人驾驶员在车内），目前尚未发生任何事故。下个月（6月），我们将向消费者首次交付Model Y自动驾驶汽车。”</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250926160844608d163i4dnrdj0md6\"/><p>此次交付的Model Y搭载HW5.0硬件平台，配备4颗4D毫米波雷达、12颗摄像头和全新Dojo超算芯片，算力达1.1EFLOPS，较上一代提升5倍。在近期测试中，车辆成功完成自动变道、环岛绕行、施工路段避障等复杂操作，反应速度较人类驾驶员快0.3秒。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250926160844909d1637o2mp5usabg\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20250926160846304d163zpnqqcuvjfq\"/><p>此外，特斯拉不仅在德克萨斯州，还在加利福尼亚州开始了自动驾驶出租车的测试。网友们发现了几辆Model Y，车上配备了安全驾驶员。它们都标有TCP号码，表明特斯拉拥有作为付费服务运营的许可证。</p><p>马斯克还补充说，特斯拉将尝试首次将特斯拉从工厂自动交付给客户。这是特斯拉粉丝们长期以来的愿望，尽管可能会带来不便。道路上可能发生很多事情，从<a href=\"https://laohu8.com/S/600696\">岩石</a>碎裂和小车祸到严重的撞车事故。目前还不清楚特斯拉将如何赔偿这些事故的未来车主，以及他们是否会接收一辆已经使用过的汽车。（编译/<a href=\"https://laohu8.com/S/02518\">汽车之家</a> 李娜）</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>特斯拉重大突破！无人驾驶Model Y已上路测试！6月交付！</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特斯拉重大突破！无人驾驶Model Y已上路测试！6月交付！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-26 16:08 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025092616084997ab1148&s=b><strong>汽车之家资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>[汽车之家资讯] 日前，埃隆·马斯克（Elon Musk）在社交平台表示：“特斯拉一直在奥斯汀公共道路上测试无人驾驶的Model Y(参数|询价)车型（无人驾驶员在车内），目前尚未发生任何事故。下个月（6月），我们将向消费者首次交付Model Y自动驾驶汽车。”此次交付的Model Y搭载HW5.0硬件平台，配备4颗4D毫米波雷达、12颗摄像头和全新Dojo超算芯片，算力达1.1EFLOPS，较上...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025092616084997ab1148&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4550":"红杉资本持仓","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC 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(AUDHDG) H2 INC","TSLA":"特斯拉","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025092616084997ab1148&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2570008585","content_text":"[汽车之家资讯] 日前，埃隆·马斯克（Elon Musk）在社交平台表示：“特斯拉一直在奥斯汀公共道路上测试无人驾驶的Model Y(参数|询价)车型（无人驾驶员在车内），目前尚未发生任何事故。下个月（6月），我们将向消费者首次交付Model Y自动驾驶汽车。”此次交付的Model Y搭载HW5.0硬件平台，配备4颗4D毫米波雷达、12颗摄像头和全新Dojo超算芯片，算力达1.1EFLOPS，较上一代提升5倍。在近期测试中，车辆成功完成自动变道、环岛绕行、施工路段避障等复杂操作，反应速度较人类驾驶员快0.3秒。此外，特斯拉不仅在德克萨斯州，还在加利福尼亚州开始了自动驾驶出租车的测试。网友们发现了几辆Model Y，车上配备了安全驾驶员。它们都标有TCP号码，表明特斯拉拥有作为付费服务运营的许可证。马斯克还补充说，特斯拉将尝试首次将特斯拉从工厂自动交付给客户。这是特斯拉粉丝们长期以来的愿望，尽管可能会带来不便。道路上可能发生很多事情，从岩石碎裂和小车祸到严重的撞车事故。目前还不清楚特斯拉将如何赔偿这些事故的未来车主，以及他们是否会接收一辆已经使用过的汽车。（编译/汽车之家 李娜）","news_type":1,"symbols_score_info":{"TSLA":1.5,"TSLL":1.5,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":23,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":450273925251744,"gmtCreate":1750958928650,"gmtModify":1750958930764,"author":{"id":"3492992533487256","authorId":"3492992533487256","name":"leisheng526","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492992533487256","authorIdStr":"3492992533487256"},"themes":[],"htmlText":"According to TipRanks, Johnson is an analyst with an average return of -5.7% and a 55.02% success rate. Johnson covers the Technology sector, focusing on stocks such as SolarEdge Technologies, Sunrun, and Enphase Energy.","listText":"According to TipRanks, Johnson is an analyst with an average return of -5.7% and a 55.02% success rate. Johnson covers the Technology sector, focusing on stocks such as SolarEdge Technologies, Sunrun, and Enphase Energy.","text":"According to TipRanks, Johnson is an analyst with an average return of -5.7% and a 55.02% success rate. Johnson covers the Technology sector, focusing on stocks such as SolarEdge Technologies, Sunrun, and Enphase Energy.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/450273925251744","repostId":"2546753877","repostType":2,"isVote":1,"tweetType":1,"viewCount":1004,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3492992533487256","authorId":"3492992533487256","name":"leisheng526","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"idStr":"3492992533487256","authorIdStr":"3492992533487256"},"content":"根据这篇文章，解释了这个分析师为啥在美股这么高收益的市场里，平均收益率还是负的","text":"根据这篇文章，解释了这个分析师为啥在美股这么高收益的市场里，平均收益率还是负的","html":"根据这篇文章，解释了这个分析师为啥在美股这么高收益的市场里，平均收益率还是负的"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":439768216891688,"gmtCreate":1748393741142,"gmtModify":1748393742175,"author":{"id":"3492992533487256","authorId":"3492992533487256","name":"leisheng526","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492992533487256","authorIdStr":"3492992533487256"},"themes":[],"htmlText":"怪不得瑞银要破产","listText":"怪不得瑞银要破产","text":"怪不得瑞银要破产","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439768216891688","repostId":"1186420812","repostType":2,"repost":{"id":"1186420812","kind":"news","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":1748393443,"share":"https://www.laohu8.com/m/news/1186420812?lang=&edition=full","pubTime":"2025-05-28 08:50","market":"us","language":"zh","title":"瑞银：比亚迪和小米超越特斯拉成为中国消费者首选品牌","url":"https://stock-news.laohu8.com/highlight/detail?id=1186420812","media":"老虎资讯综合","summary":"瑞银最新调查显示，全球范围内，考虑购买特斯拉的消费者比例从去年的39%降至36%，而选择特斯拉作为首选纯电动车的比例则从22%跌至18%。瑞银分析师团队指出，在中国，特斯拉被比亚迪和小米超越，跌至第三位，首选比例从18%降至14%。中国消费者更倾向本土品牌，特斯拉不再被视为技术领导者。","content":"<html><head></head><body><p>瑞银最新调查显示，全球范围内，考虑购买特斯拉的消费者比例从去年的39%降至36%，而选择特斯拉作为首选纯电动车的比例则从22%跌至18%。瑞银分析师团队指出，在中国，特斯拉被比亚迪和小米超越，跌至第三位，首选比例从18%降至14%。中国消费者更倾向本土品牌，特斯拉不再被视为技术领导者。</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>瑞银：比亚迪和小米超越特斯拉成为中国消费者首选品牌</title>\n<style 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08:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>瑞银最新调查显示，全球范围内，考虑购买特斯拉的消费者比例从去年的39%降至36%，而选择特斯拉作为首选纯电动车的比例则从22%跌至18%。瑞银分析师团队指出，在中国，特斯拉被比亚迪和小米超越，跌至第三位，首选比例从18%降至14%。中国消费者更倾向本土品牌，特斯拉不再被视为技术领导者。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c14513faa449063f1f6a477f0c913c91","relate_stocks":{"TSLA":"特斯拉","01810":"小米集团-W","01211":"比亚迪股份-一百"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1186420812","content_text":"瑞银最新调查显示，全球范围内，考虑购买特斯拉的消费者比例从去年的39%降至36%，而选择特斯拉作为首选纯电动车的比例则从22%跌至18%。瑞银分析师团队指出，在中国，特斯拉被比亚迪和小米超越，跌至第三位，首选比例从18%降至14%。中国消费者更倾向本土品牌，特斯拉不再被视为技术领导者。","news_type":1,"symbols_score_info":{"01211":1.1,"01810":1.1,"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":1012,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":446101776396632,"gmtCreate":1749917034998,"gmtModify":1749917036194,"author":{"id":"3492992533487256","authorId":"3492992533487256","name":"leisheng526","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492992533487256","authorIdStr":"3492992533487256"},"themes":[],"htmlText":"真的想象不到，这帮人居然打赢了冷战和二战","listText":"真的想象不到，这帮人居然打赢了冷战和二战","text":"真的想象不到，这帮人居然打赢了冷战和二战","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/446101776396632","repostId":"2543681066","repostType":4,"repost":{"id":"2543681066","kind":"news","pubTimestamp":1749886685,"share":"https://www.laohu8.com/m/news/2543681066?lang=&edition=full","pubTime":"2025-06-14 15:38","market":"us","language":"zh","title":"安全性遭质疑！特斯拉奥斯汀自动驾驶出租车项目引发抗议","url":"https://stock-news.laohu8.com/highlight/detail?id=2543681066","media":"智通财经","summary":"6月14日，随着埃隆·马斯克将6月22日定为$特斯拉$在德克萨斯州奥斯汀启动自动驾驶出租车试点服务的初步日期，抗议声浪也随之而起。公共安全倡导者和政治抗议者在周四聚集于奥斯汀市中心，表达他们对自动驾驶出租车项目启动的担忧。本周早些时候，马斯克在社交平台上发布的一段视频中展示了特斯拉自动驾驶出租车的外观。除此之外，他们对特斯拉的安全标准缺乏信心，并称该公司对其自动驾驶出租车如何运作缺乏透明度。","content":"<html><head></head><body><p>6月14日，随着埃隆·马斯克将6月22日定为<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在德克萨斯州奥斯汀启动自动驾驶出租车试点服务的初步日期，抗议声浪也随之而起。公共安全倡导者和政治抗议者在周四聚集于奥斯汀市中心，表达他们对自动驾驶出租车项目启动的担忧。这些抗议者包括Dawn Project、Tesla Takedown和Resist Austin等团体的成员，他们指出特斯拉的部分自动驾驶系统存在安全隐患。</p><p>据悉，特斯拉目前在美国销售的汽车配备了<a href=\"https://laohu8.com/S/600302\">标准</a>的自动辅助驾驶系统，或者是更高级的“完全自动驾驶”(Full Self-Driving，简称FSD)选项。这些系统具有如自动保持车道、自动转向、自动泊车等功能。根据美国国家公路交通安全管理局(NHTSA)追踪的数据，配备这些系统的车辆已涉及数百起碰撞事故，其中包括数十起致命事故。</p><p>本周早些时候，马斯克在社交平台上发布的一段视频中展示了特斯拉自动驾驶出租车的外观。这些车辆是特斯拉热门车型Model Y的新版本，配备了即将发布的FSD软件。该“无监督”版本的FSD，即自动驾驶技术，目前尚未向公众开放。</p><p>自称从事技术安全和安全教育业务的The Dawn Project的特斯拉批评者带来了一款安装了相对较新的FSD软件(13.2.9版)的Model Y，向奥斯汀的居民展示了它是如何工作的。在周四的演示中，他们展示了这样一个场景：启用FSD的特斯拉高速驶过一辆停靠、并竖起停车标志的校车，随后撞上了一个他们放在车前、与儿童大小相仿的人形假人。</p><p>不过，值得一提的是，The Dawn Project的首席执行官Dan O’Dowd同时也是Green Hills Software的负责人，该公司向包括福特和丰田在内的特斯拉竞争对手销售技术产品。</p><p>参与抗议的其他人还对马斯克在特朗普政府中的角色表示不满。除此之外，他们对特斯拉的安全标准缺乏信心，并称该公司对其自动驾驶出租车如何运作缺乏透明度。</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>安全性遭质疑！特斯拉奥斯汀自动驾驶出租车项目引发抗议</title>\n<style 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}\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安全性遭质疑！特斯拉奥斯汀自动驾驶出租车项目引发抗议\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-14 15:38 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1305360.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月14日，随着埃隆·马斯克将6月22日定为特斯拉在德克萨斯州奥斯汀启动自动驾驶出租车试点服务的初步日期，抗议声浪也随之而起。公共安全倡导者和政治抗议者在周四聚集于奥斯汀市中心，表达他们对自动驾驶出租车项目启动的担忧。这些抗议者包括Dawn Project、Tesla Takedown和Resist Austin等团体的成员，他们指出特斯拉的部分自动驾驶系统存在安全隐患。据悉，特斯拉目前在美国销售...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1305360.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/8350896f4f33c86bc28f200b67ab82b4","relate_stocks":{"BK4511":"特斯拉概念","BK4585":"ETF&股票定投概念","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","BK4555":"新能源车","LU0056508442.USD":"贝莱德世界科技基金A2","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","BK4516":"特朗普概念","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) 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ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1305360.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2543681066","content_text":"6月14日，随着埃隆·马斯克将6月22日定为特斯拉在德克萨斯州奥斯汀启动自动驾驶出租车试点服务的初步日期，抗议声浪也随之而起。公共安全倡导者和政治抗议者在周四聚集于奥斯汀市中心，表达他们对自动驾驶出租车项目启动的担忧。这些抗议者包括Dawn Project、Tesla Takedown和Resist Austin等团体的成员，他们指出特斯拉的部分自动驾驶系统存在安全隐患。据悉，特斯拉目前在美国销售的汽车配备了标准的自动辅助驾驶系统，或者是更高级的“完全自动驾驶”(Full Self-Driving，简称FSD)选项。这些系统具有如自动保持车道、自动转向、自动泊车等功能。根据美国国家公路交通安全管理局(NHTSA)追踪的数据，配备这些系统的车辆已涉及数百起碰撞事故，其中包括数十起致命事故。本周早些时候，马斯克在社交平台上发布的一段视频中展示了特斯拉自动驾驶出租车的外观。这些车辆是特斯拉热门车型Model Y的新版本，配备了即将发布的FSD软件。该“无监督”版本的FSD，即自动驾驶技术，目前尚未向公众开放。自称从事技术安全和安全教育业务的The Dawn Project的特斯拉批评者带来了一款安装了相对较新的FSD软件(13.2.9版)的Model Y，向奥斯汀的居民展示了它是如何工作的。在周四的演示中，他们展示了这样一个场景：启用FSD的特斯拉高速驶过一辆停靠、并竖起停车标志的校车，随后撞上了一个他们放在车前、与儿童大小相仿的人形假人。不过，值得一提的是，The Dawn Project的首席执行官Dan O’Dowd同时也是Green Hills Software的负责人，该公司向包括福特和丰田在内的特斯拉竞争对手销售技术产品。参与抗议的其他人还对马斯克在特朗普政府中的角色表示不满。除此之外，他们对特斯拉的安全标准缺乏信心，并称该公司对其自动驾驶出租车如何运作缺乏透明度。","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1}},"isVote":1,"tweetType":1,"viewCount":626,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472478657532040,"gmtCreate":1756383338529,"gmtModify":1756386467721,"author":{"id":"3492992533487256","authorId":"3492992533487256","name":"leisheng526","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492992533487256","authorIdStr":"3492992533487256"},"themes":[],"htmlText":"苹果做AI简直就是笑话，等苹果能拿出来一个还算符合行业第一梯队的AI模型以后再说吧","listText":"苹果做AI简直就是笑话，等苹果能拿出来一个还算符合行业第一梯队的AI模型以后再说吧","text":"苹果做AI简直就是笑话，等苹果能拿出来一个还算符合行业第一梯队的AI模型以后再说吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472478657532040","repostId":"2562704787","repostType":2,"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":463917791039696,"gmtCreate":1754287547616,"gmtModify":1754287549396,"author":{"id":"3492992533487256","authorId":"3492992533487256","name":"leisheng526","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492992533487256","authorIdStr":"3492992533487256"},"themes":[],"htmlText":"快去试试给比亚迪吉利做供应商","listText":"快去试试给比亚迪吉利做供应商","text":"快去试试给比亚迪吉利做供应商","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/463917791039696","repostId":"2556875135","repostType":2,"repost":{"id":"2556875135","kind":"news","pubTimestamp":1754200827,"share":"https://www.laohu8.com/m/news/2556875135?lang=&edition=full","pubTime":"2025-08-03 14:00","market":"us","language":"zh","title":"特斯拉北美拖欠供应商款项引倒闭风波","url":"https://stock-news.laohu8.com/highlight/detail?id=2556875135","media":"中关村在线","summary":"近年来，特斯拉在北美市场被曝出长期拖欠供应商款项，这一问题已导致至少两家小型美国企业倒闭。据知情人士透露，过去五年间，特斯拉在得州面临的承包商留置权索赔总额超过1.1亿美元。一位名为詹妮弗·梅斯纳的小型管道焊接企业主在2022年与特斯拉签署合同，负责为其奥斯汀超级工厂提供服务。一名曾参与特斯拉奥斯汀项目施工的分包商透露，特斯拉在当地的商业信誉并不理想。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20250804075200193d152yx2wph7pfbi\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20250804075200597d152ghusvgalmhm\"/><p>近年来，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在北美市场被曝出长期拖欠供应商款项，这一问题已导致至少两家小型美国企业倒闭。据知情人士透露，过去五年间，特斯拉在得州面临的承包商留置权索赔总额超过1.1亿美元。相比之下，另一家科技巨头在该州开展类似工程时产生的留置权债务仅为约120万美元，仅为特斯拉金额的十分之一不到。</p><p>一位名为詹妮弗·梅斯纳的小型管道焊接企业主在2022年与特斯拉签署合同，负责为其奥斯汀超级工厂提供服务。合同金额达数百万美元。为了履行合同义务，她投入了大量资金与人力，并在公司业务增长的鼓舞下，贷款购置更高端设备以提升生产能力。</p><p>然而，合作并未按预期顺利进行。在特斯拉停止付款后，梅斯纳陷入资金周转困境，不得不靠新贷款来偿还旧债，最终因无力支付员工薪资而宣告破产。她表示：“与如此规模的企业合作时，你很难想象他们会拖欠款项。”当时，她仍有超过100万美元的工程款未获支付。尽管特斯拉之后向她的分包商支付了65万美元，但却指责其“收费过高”。</p><p>梅斯纳表示，至今她仍承受着数十万美元的经济损失，对未来是否能够恢复财务稳定充满疑虑。</p><p>据悉，许多曾与特斯拉合作的小型企业都反映其付款周期极长，有时甚至完全不付款。这些企业多为小型家庭式运营公司，资金链本就脆弱。一旦遭遇账期拖延，往往难以维系日常运营，进而引发一系列连锁反应。</p><p>一名曾参与特斯拉奥斯汀项目施工的分包商透露，特斯拉在当地的商业信誉并不<a href=\"https://laohu8.com/S/LI\">理想</a>。为维持现金流，他的公司不得不申请额外的信用额度。“在我们合作过的所有企业中，特斯拉是极少数似乎毫不在意是否会让供应商陷入困境的公司。”他这样形容。</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>特斯拉北美拖欠供应商款项引倒闭风波</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{ 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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特斯拉北美拖欠供应商款项引倒闭风波\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-03 14:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025080407520594cd5d43&s=b><strong>中关村在线</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近年来，特斯拉在北美市场被曝出长期拖欠供应商款项，这一问题已导致至少两家小型美国企业倒闭。据知情人士透露，过去五年间，特斯拉在得州面临的承包商留置权索赔总额超过1.1亿美元。相比之下，另一家科技巨头在该州开展类似工程时产生的留置权债务仅为约120万美元，仅为特斯拉金额的十分之一不到。一位名为詹妮弗·梅斯纳的小型管道焊接企业主在2022年与特斯拉签署合同，负责为其奥斯汀超级工厂提供服务。合同金额达...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025080407520594cd5d43&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","BK4581":"高盛持仓","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) 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ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025080407520594cd5d43&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2556875135","content_text":"近年来，特斯拉在北美市场被曝出长期拖欠供应商款项，这一问题已导致至少两家小型美国企业倒闭。据知情人士透露，过去五年间，特斯拉在得州面临的承包商留置权索赔总额超过1.1亿美元。相比之下，另一家科技巨头在该州开展类似工程时产生的留置权债务仅为约120万美元，仅为特斯拉金额的十分之一不到。一位名为詹妮弗·梅斯纳的小型管道焊接企业主在2022年与特斯拉签署合同，负责为其奥斯汀超级工厂提供服务。合同金额达数百万美元。为了履行合同义务，她投入了大量资金与人力，并在公司业务增长的鼓舞下，贷款购置更高端设备以提升生产能力。然而，合作并未按预期顺利进行。在特斯拉停止付款后，梅斯纳陷入资金周转困境，不得不靠新贷款来偿还旧债，最终因无力支付员工薪资而宣告破产。她表示：“与如此规模的企业合作时，你很难想象他们会拖欠款项。”当时，她仍有超过100万美元的工程款未获支付。尽管特斯拉之后向她的分包商支付了65万美元，但却指责其“收费过高”。梅斯纳表示，至今她仍承受着数十万美元的经济损失，对未来是否能够恢复财务稳定充满疑虑。据悉，许多曾与特斯拉合作的小型企业都反映其付款周期极长，有时甚至完全不付款。这些企业多为小型家庭式运营公司，资金链本就脆弱。一旦遭遇账期拖延，往往难以维系日常运营，进而引发一系列连锁反应。一名曾参与特斯拉奥斯汀项目施工的分包商透露，特斯拉在当地的商业信誉并不理想。为维持现金流，他的公司不得不申请额外的信用额度。“在我们合作过的所有企业中，特斯拉是极少数似乎毫不在意是否会让供应商陷入困境的公司。”他这样形容。","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":407075881767232,"gmtCreate":1740402297493,"gmtModify":1740402579756,"author":{"id":"3492992533487256","authorId":"3492992533487256","name":"leisheng526","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492992533487256","authorIdStr":"3492992533487256"},"themes":[],"htmlText":"写这种标题的编辑和记者最好回小学重新学习一下小学语文","listText":"写这种标题的编辑和记者最好回小学重新学习一下小学语文","text":"写这种标题的编辑和记者最好回小学重新学习一下小学语文","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407075881767232","repostId":"2513555537","repostType":2,"repost":{"id":"2513555537","kind":"news","pubTimestamp":1740322908,"share":"https://www.laohu8.com/m/news/2513555537?lang=&edition=full","pubTime":"2025-02-23 23:01","market":"us","language":"zh","title":"刚刚！马斯克 重大宣布！","url":"https://stock-news.laohu8.com/highlight/detail?id=2513555537","media":"券商中国","summary":"马斯克在AI方面动作不断。今日，马斯克宣布，Grok语音模式早期测试版现已在Grok应用程序上线。Grok3的语音模式允许用户通过自然语言与人工智能进行对话，从而实现更直观、更高效的信息获取和交互。据马斯克此前晒出的照片，Grok应用登上美国区AppStore免费应用榜首，超越了OpenAI的ChatGPT应用。","content":"<html><body><div>\n<p>　　马斯克在AI方面动作不断。 </p><p>　　今日，马斯克宣布，Grok语音模式早期测试版现已在Grok应用程序上线。Grok 3的语音模式允许用户通过自然语言与<span>人工智能</span><span></span>进行对话，从而实现更直观、更高效的信息获取和交互。</p><p>　　据马斯克此前晒出的照片，Grok应用登上美国区App Store免费应用榜首，超越了OpenAI的ChatGPT应用。xAI团队透露，目前已经启动了下一个阶段的AI集群构建，它将较目前的集群强大约5倍。</p><p>　　<strong>当前全球“AI大战”愈演愈烈。国内方面，随着DeepSeek-R1模型的发布与爆火，AI应用模式正迎来重要变革。继华为、荣耀等主流国产手机厂商之后，小米也正式接入DeepSeek-R1。另外，华为云、天翼云、<span>腾讯云</span><span></span>、阿里云、火山引擎、联通云、移动云、<span><a href=\"https://laohu8.com/S/BIDU\">百度</a></span><span></span>智能云等国内<span>云计算</span><span></span>巨头也均已接入DeepSeek。</strong></p><p>　　<strong>马斯克宣布</strong></p><p>　　北京时间2月23日，马斯克在社交平台X发文宣布，Grok语音模式早期测试版现已在Grok应用程序上线。“虽然这是早期测试版本，可能还会遇到一些问题（不过我们会迅速解决），但它依然非常棒。”</p> <center><img src=\"https://np-newspic.dfcfw.com/download/D25002387753386157700_w830h404.jpg\"/></center><p>　　尽管马斯克坦言Grok语音模式仍处于早期测试阶段，可能存在一些问题，但他依然对其表现赞不绝口。Grok语音模式的上线，意味着用户可以通过语音与Grok进行交互，这将极大提升用户体验，并拓展Grok的应用场景。</p><p>　　Grok 3的语音模式允许用户通过自然语言与<span href=\"http://quote.eastmoney.com/unify/r/90.BK0800\" target=\"_blank\" web=\"1\">人工智能</span>进行对话，从而实现更直观、更高效的信息获取和交互。该模式提供两种不同的声音（Ara和Grok）以及不同个性，可以添加自定义说明，提供分享按钮，能够记录和分享对话。</p><p>　　当地时间20日，马斯克旗下<span href=\"http://quote.eastmoney.com/unify/r/90.BK0800\" target=\"_blank\" web=\"1\">人工智能</span>初创公司xAI宣布Grok 3开放免费使用（直到服务器不堪重负为止）。在此之前，Grok 3需要订阅X Premium+或 SuperGrok才能使用。</p><p>　　这一举措迅速引爆全球AI圈。随后，马斯克晒出了一张<span><a href=\"https://laohu8.com/S/AAPL\">苹果</a></span><span></span>应用商店免费应用下载排行榜的照片，显示Grok APP超越ChatGPT应用登顶第一名。</p><p>　　马斯克甚至宣称Grok 3未来将用于SpaceX火星任务计算，并预测“三年内将实现诺贝尔奖级别突破”，这无疑为Grok 3的未来发展增添了更多想象空间。</p><p>　　当地时间2月18日，马斯克与xAI团队在直播中正式发布了Grok最新版本Grok 3。</p><p>　　从现场展示的数据来看，Grok 3在数学、科学、编程三项能力的相关测评中得分均高于<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>Gemini模型、Anthropic的Claude模型和OpenAI的GPT-4o模型。</p><p>　　马斯克表示，该聊天<span>机器人</span><span></span>经过了合成数据的训练，能够通过重新分析信息来反思自己的错误，从而获得更好的逻辑一致性。据悉，Grok 3最大的亮点在于其引入了“思维链”（Chain Of Thought）推理机制。这一机制允许Grok 3像人类一样分步骤解决复杂问题。</p><p>　　“Grok 3的计算能力是Grok 2的10倍以上。”马斯克说道，“我们每天都在不断改进模型。”</p><p>　　xAI团队还首次透露，目前已经启动了下一个阶段的AI集群构建，“比Grok 3更好的模型必须在深度学习科学和工程的各个方面都表现出色，但这绝非易事。”团队在直播中称，“我们已经开始研究下一个AI集群，它将较目前的集群强大约5倍。”</p><p>　　<strong>AI应用潮来袭</strong></p><p>　　随着“AI大战”愈演愈烈，业内人士认为，2025年将是AI终端应用爆发的元年。</p><p>　　近段时间，随着DeepSeek-R1开源模型的发布与爆火，AI建设与应用模式正迎来重要变革，并在国内外引发热烈关注。</p><p>　　继华为、荣耀等主流国产手机厂商先后宣布接入DeepSeek-R1之后，小米也正式接入DeepSeek-R1。2月23日，小米超级小爱已上线DeepSeek-R1，默认使用联网搜索，输入“打开深度思考”即可开启。</p><p>　　另外，由于DeepSeek开源模型可在公有云、私有云上部署，华为云、天翼云、<span href=\"http://quote.eastmoney.com/unify/r/90.BK1189\" target=\"_blank\" web=\"1\">腾讯云</span>、阿里云、火山引擎、联通云、移动云、<span href=\"http://quote.eastmoney.com/unify/r/105.BIDU\" target=\"_blank\" web=\"1\">百度</span>智能云等国内<span href=\"http://quote.eastmoney.com/unify/r/90.BK0579\" target=\"_blank\" web=\"1\">云计算</span>巨头均已接入DeepSeek。</p><p>　　赛智产业研究院人工智能研究所副所长安赟表示，国产大模型通过开源策略、低成本高效推理及强化学习结合混合专家架构（MoE）等创新，实现了突破性的技术进展。开源打破了大企业的技术垄断，促进了AI技术的普惠化。其低成本的算法优化模式改变了长期以来对算力堆砌的依赖，推动了效率导向的竞争格局。</p><p>　　与此同时，凭借低成本和高效推理模式国产大模型也影响到了AI产业的上下游，并波及资本市场。在制造业领域，有助于工厂实现生产流程优化与质量控制；在金融领域，有效提升AI模型驱动风险评估效率；医疗行业中，通过AI辅助诊断会缩短诊疗周期。此外，政务、<span>教育</span><span></span>、交通等领域通过大模型实现数据驱动的决策支持，将推动效率与服务质量双提升。</p><p>　　<span><a href=\"https://laohu8.com/S/600109\">国金证券</a></span><span></span>认为，如果说2023年是AI训练的元年，2024年是AI推理的元年，那么2025年将是AI终端应用爆发的元年。国产大模型开启了全球大模型开发和应用的新阶段，持续看好AI基础设施，重点关注AI应用。</p><p>　　民生<span>证券</span><span></span>指出，DeepSeek最受益方向是云产业链。云资源已经成为“硬通货”云厂商手握算力资源，打开阈值上限。企业争相部署DeepSeek模型的背景下，云厂商在具备充足的算力“弹药”与广泛的用户覆盖的天然优势的前提下，有望迅速反哺。</p><p>　　分析师认为，<span href=\"http://quote.eastmoney.com/unify/r/90.BK0579\" target=\"_blank\" web=\"1\">云计算</span>作为大模型的底层算力支撑，有望持续受益，技术进步带来的AI算力平价化不仅仅利好传统AI算力供应商大厂，也会扩展到非传统大型云厂商。一方面，头部云计算公司已陆续接入DeepSeek，有望推动云服务商算力租赁及AI服务收入快速增长；另一方面，DeepSeek降本有望加速应用侧繁荣，进一步推升云算力需求。对国内云厂商而言，Deepseek将加速企业数字化转型上云，规模效应下进一步提升云业务利润率。</p><p>（文章来源：券商中国）</p> </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>刚刚！马斯克 重大宣布！</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刚刚！马斯克 重大宣布！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-23 23:01 北京时间&nbsp;&nbsp;&nbsp;<a href=http://finance.eastmoney.com/a/202502233326931876.html><strong>券商中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>马斯克在AI方面动作不断。 　　今日，马斯克宣布，Grok语音模式早期测试版现已在Grok应用程序上线。Grok 3的语音模式允许用户通过自然语言与人工智能进行对话，从而实现更直观、更高效的信息获取和交互。　　据马斯克此前晒出的照片，Grok应用登上美国区App Store免费应用榜首，超越了OpenAI的ChatGPT应用。xAI团队透露，目前已经启动了下一个阶段的AI集群构建，它将较目前的集群...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202502233326931876.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4592":"伊斯兰概念","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4588":"碎股","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","TSYW.SI":"TESLA 3xLongSG261006","LU0082616367.USD":"摩根大通美国科技A（dist）","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) 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　　今日，马斯克宣布，Grok语音模式早期测试版现已在Grok应用程序上线。Grok 3的语音模式允许用户通过自然语言与人工智能进行对话，从而实现更直观、更高效的信息获取和交互。　　据马斯克此前晒出的照片，Grok应用登上美国区App Store免费应用榜首，超越了OpenAI的ChatGPT应用。xAI团队透露，目前已经启动了下一个阶段的AI集群构建，它将较目前的集群强大约5倍。　　当前全球“AI大战”愈演愈烈。国内方面，随着DeepSeek-R1模型的发布与爆火，AI应用模式正迎来重要变革。继华为、荣耀等主流国产手机厂商之后，小米也正式接入DeepSeek-R1。另外，华为云、天翼云、腾讯云、阿里云、火山引擎、联通云、移动云、百度智能云等国内云计算巨头也均已接入DeepSeek。　　马斯克宣布　　北京时间2月23日，马斯克在社交平台X发文宣布，Grok语音模式早期测试版现已在Grok应用程序上线。“虽然这是早期测试版本，可能还会遇到一些问题（不过我们会迅速解决），但它依然非常棒。” 　　尽管马斯克坦言Grok语音模式仍处于早期测试阶段，可能存在一些问题，但他依然对其表现赞不绝口。Grok语音模式的上线，意味着用户可以通过语音与Grok进行交互，这将极大提升用户体验，并拓展Grok的应用场景。　　Grok 3的语音模式允许用户通过自然语言与人工智能进行对话，从而实现更直观、更高效的信息获取和交互。该模式提供两种不同的声音（Ara和Grok）以及不同个性，可以添加自定义说明，提供分享按钮，能够记录和分享对话。　　当地时间20日，马斯克旗下人工智能初创公司xAI宣布Grok 3开放免费使用（直到服务器不堪重负为止）。在此之前，Grok 3需要订阅X Premium+或 SuperGrok才能使用。　　这一举措迅速引爆全球AI圈。随后，马斯克晒出了一张苹果应用商店免费应用下载排行榜的照片，显示Grok APP超越ChatGPT应用登顶第一名。　　马斯克甚至宣称Grok 3未来将用于SpaceX火星任务计算，并预测“三年内将实现诺贝尔奖级别突破”，这无疑为Grok 3的未来发展增添了更多想象空间。　　当地时间2月18日，马斯克与xAI团队在直播中正式发布了Grok最新版本Grok 3。　　从现场展示的数据来看，Grok 3在数学、科学、编程三项能力的相关测评中得分均高于谷歌Gemini模型、Anthropic的Claude模型和OpenAI的GPT-4o模型。　　马斯克表示，该聊天机器人经过了合成数据的训练，能够通过重新分析信息来反思自己的错误，从而获得更好的逻辑一致性。据悉，Grok 3最大的亮点在于其引入了“思维链”（Chain Of Thought）推理机制。这一机制允许Grok 3像人类一样分步骤解决复杂问题。　　“Grok 3的计算能力是Grok 2的10倍以上。”马斯克说道，“我们每天都在不断改进模型。”　　xAI团队还首次透露，目前已经启动了下一个阶段的AI集群构建，“比Grok 3更好的模型必须在深度学习科学和工程的各个方面都表现出色，但这绝非易事。”团队在直播中称，“我们已经开始研究下一个AI集群，它将较目前的集群强大约5倍。”　　AI应用潮来袭　　随着“AI大战”愈演愈烈，业内人士认为，2025年将是AI终端应用爆发的元年。　　近段时间，随着DeepSeek-R1开源模型的发布与爆火，AI建设与应用模式正迎来重要变革，并在国内外引发热烈关注。　　继华为、荣耀等主流国产手机厂商先后宣布接入DeepSeek-R1之后，小米也正式接入DeepSeek-R1。2月23日，小米超级小爱已上线DeepSeek-R1，默认使用联网搜索，输入“打开深度思考”即可开启。　　另外，由于DeepSeek开源模型可在公有云、私有云上部署，华为云、天翼云、腾讯云、阿里云、火山引擎、联通云、移动云、百度智能云等国内云计算巨头均已接入DeepSeek。　　赛智产业研究院人工智能研究所副所长安赟表示，国产大模型通过开源策略、低成本高效推理及强化学习结合混合专家架构（MoE）等创新，实现了突破性的技术进展。开源打破了大企业的技术垄断，促进了AI技术的普惠化。其低成本的算法优化模式改变了长期以来对算力堆砌的依赖，推动了效率导向的竞争格局。　　与此同时，凭借低成本和高效推理模式国产大模型也影响到了AI产业的上下游，并波及资本市场。在制造业领域，有助于工厂实现生产流程优化与质量控制；在金融领域，有效提升AI模型驱动风险评估效率；医疗行业中，通过AI辅助诊断会缩短诊疗周期。此外，政务、教育、交通等领域通过大模型实现数据驱动的决策支持，将推动效率与服务质量双提升。　　国金证券认为，如果说2023年是AI训练的元年，2024年是AI推理的元年，那么2025年将是AI终端应用爆发的元年。国产大模型开启了全球大模型开发和应用的新阶段，持续看好AI基础设施，重点关注AI应用。　　民生证券指出，DeepSeek最受益方向是云产业链。云资源已经成为“硬通货”云厂商手握算力资源，打开阈值上限。企业争相部署DeepSeek模型的背景下，云厂商在具备充足的算力“弹药”与广泛的用户覆盖的天然优势的前提下，有望迅速反哺。　　分析师认为，云计算作为大模型的底层算力支撑，有望持续受益，技术进步带来的AI算力平价化不仅仅利好传统AI算力供应商大厂，也会扩展到非传统大型云厂商。一方面，头部云计算公司已陆续接入DeepSeek，有望推动云服务商算力租赁及AI服务收入快速增长；另一方面，DeepSeek降本有望加速应用侧繁荣，进一步推升云算力需求。对国内云厂商而言，Deepseek将加速企业数字化转型上云，规模效应下进一步提升云业务利润率。（文章来源：券商中国）","news_type":1,"symbols_score_info":{"TSLA":1,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1967,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387379318972760,"gmtCreate":1735616474893,"gmtModify":1735621830845,"author":{"id":"3492992533487256","authorId":"3492992533487256","name":"leisheng526","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492992533487256","authorIdStr":"3492992533487256"},"themes":[],"htmlText":"Doug Kass赶紧100倍杠杆做空英伟达呀！","listText":"Doug Kass赶紧100倍杠杆做空英伟达呀！","text":"Doug Kass赶紧100倍杠杆做空英伟达呀！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387379318972760","repostId":"1100206983","repostType":2,"isVote":1,"tweetType":1,"viewCount":1929,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377986533458280,"gmtCreate":1733324589550,"gmtModify":1733326424521,"author":{"id":"3492992533487256","authorId":"3492992533487256","name":"leisheng526","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492992533487256","authorIdStr":"3492992533487256"},"themes":[],"htmlText":"苹果继续这么整花活，他的APPLE AI会永远停滞不前","listText":"苹果继续这么整花活，他的APPLE AI会永远停滞不前","text":"苹果继续这么整花活，他的APPLE AI会永远停滞不前","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377986533458280","repostId":"2488917961","repostType":2,"repost":{"id":"2488917961","kind":"news","pubTimestamp":1733320355,"share":"https://www.laohu8.com/m/news/2488917961?lang=&edition=full","pubTime":"2024-12-04 21:52","market":"us","language":"zh","title":"苹果采用亚马逊芯片，一个去英伟达化的信号？","url":"https://stock-news.laohu8.com/highlight/detail?id=2488917961","media":"茶饮消息","summary":"亚马逊宣布推出了未来可能替代英伟达GPU的AI芯片。AWS的Trainium2芯片，将用来构建一个40万卡的集群，训练下一代Claude模型，而且苹果宣布会使用它来训练和部署Apple Intelligence。但随着Trainium2的发布，亚马逊已经做出了重大的调整，正在芯片、系统和软件编译器/框架层面向英伟达产品看齐，提供有竞争力的定制硅芯片解决方案。苹果还一直使用亚马逊的Inferentia和Graviton芯片来支持搜索服务。苹果方面称，亚马逊的这些芯片带来了40%的效率提升。","content":"<html><body><p><strong><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>宣布推出了未来可能替代<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>GPU的AI芯片。</strong>AWS的Trainium2芯片，将用来构建一个40万卡的集群，训练下一代Claude模型，<strong>而且<a href=\"https://laohu8.com/S/AAPL\">苹果</a>宣布会使用它来训练和部署Apple Intelligence。</strong></p><p>正在拉斯维加斯举行的re:Invent大会上，AWS推出的Trn2服务器（16片Trainium2）提供20.8 Pflops性能，可训练数十亿参数模型，试图媲美英伟达和AMD的GPU。Trn2 UltraServers（64片Trainium2）高峰时提供83.2 Pflops算力，完全可以用来训练和部署最大的模型，包括语言、多模态和视觉模型。</p><p>AWS还宣布了下一代AI芯片Trainium3的计划。预计将比Trainium2提升2倍的性能，改善40%的能效，3纳米制程，将于2025年底推出。</p><p>目前，亚马逊基于Trainium1和Inferentia2的实例，在生成式AI前沿模型训练或推理方面还不太具有竞争力，这是由于硬件规格较弱以及软件集成较弱所致。但随着Trainium2的发布，亚马逊已经做出了重大的调整，<strong>正在芯片、系统和软件编译器/框架层面向英伟达产品看齐，提供有竞争力的定制硅芯片解决方案。</strong></p><p><strong>苹果公司也非同寻常地对外介绍了它与云服务商之间的合作细节，并且表达出积极合作构建AI的意愿。</strong>苹果已经使用AWS服务超过十年，用于Siri、Apple Maps和Apple Music。苹果还一直使用亚马逊的Inferentia和Graviton芯片来支持搜索服务。苹果方面称，亚马逊的这些芯片带来了40%的效率提升。</p><p>苹果最近还将用Trainium2进行其自有模型的预训练。苹果对它的初步评估显示，预训练效率提升了50%。苹果在决定开发Apple Intelligence之后，马上就找到了AWS，寻求AI基础设施的支持。苹果也使用过<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>云的TPU服务器。</p><p>苹果正在引领着个人AI的应用方向，即把AI模型向端侧部署，主要用本地化的计算为用户提供定制化与个人化的AI服务，注重保护用户的隐私。</p><p>所以，对于苹果来说，<strong>最重要的不是用十万张卡去训练大模型，而是用AI更好地服务其20多亿设备用户，</strong>即在iPhone、iPad、Mac等设备上，用自研芯片提供本地算力，只有那些较复杂的计算任务才上云端。苹果还需要云服务商能配合它进行隐私计算。</p><p>Apple Intelligence有自己的步调，它先推出内容提炼、起草邮件、生成表情包等最基本的功能，很快会集成OpenAI的大模型服务，明年会加强Siri功能，因为<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>体技术的加持，它更像个能办事的助理，调动手机App完成用户吩咐的任务。</p><p><strong>而且AWS正在与Anthropic合作，打造40万Trainium2卡级的算力集群，用来训练下一代的Claude大模型。</strong>这个项目名称为Project Rainer，将为Anthropic提供的算力5倍于训练现有模型的Eflops。亚马逊对Anthropic最新的40亿美元投资，实际上将用于这个40万卡集群，目前还没有其他主要客户。</p><p>马斯克的xAI已经建好了10万H100算力集群，而且放也豪言要再买30万张B200；扎克伯格正在用一个超过10万H100的集群加班加点地训练Llama4，更不用说微软/OpenAI等，10万H100已经成为参与军备竞赛的起步价。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>但Trainium算力集群真的要挑战英伟达GPU，还要付出更多努力。据半导体咨询机构semianalysis分析，<strong>40万颗Trainium2的原始浮点运算性能仍少于10万GB200集群。</strong>这意味着由于阿姆达尔定律的限制，Anthropic仍将很难与竞争对手10万卡GB200集群匹敌。在40万颗Trainium2和EFA上执行集合通信将非常困难，因此Anthropic需要在异步训练方面进行一些重大创新。</p><p>*作者注：EFA代表Elastic Fabric Adapter，是AWS提供的一种高性能网络接口技术，主要用于支持高性能计算（HPC）和机器学习工作负载。</p><p>三大云巨头AWS、<a href=\"https://laohu8.com/S/MSFT\">微软</a>Azure和谷歌云，目前数据中心芯片主要来自英伟达、AMD和<a href=\"https://laohu8.com/S/INTC\">英特尔</a>。同时，它们也在积极探索自己研制芯片，会带来成本及定制化服务等方面的好处，既用于通用计算负载，也用于加速计算，如大模型的训练和推理。AWS称，通过Trainium，Anthropic的大模型Claude Haiku 3.5，速度比其他芯片提升了60%。</p><p>随着生成式AI日益进入大规模应用阶段，企业将会寻找更加适合具体应用、为客户定制化、价格更亲民、更具能效的芯片和算力解决方案。</p><p>2025年我们会看到一个趋势，<strong>更多的算力会部署到推理侧进行强化学习，以及AI的大规模应用，这些都对芯片、服务器、工具、架构、服务等提出新的定制化要求，</strong>从而为云服务商的硅技术和初创芯片企业带来新的机会。</p></body></html>","source":"ifeng_tech","collect":0,"html":"<!DOCTYPE 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href=https://tech.ifeng.com/c/8f3026eRYWB><strong>茶饮消息</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>亚马逊宣布推出了未来可能替代英伟达GPU的AI芯片。AWS的Trainium2芯片，将用来构建一个40万卡的集群，训练下一代Claude模型，而且苹果宣布会使用它来训练和部署Apple Intelligence。正在拉斯维加斯举行的re:Invent大会上，AWS推出的Trn2服务器（16片Trainium2）提供20.8 Pflops性能，可训练数十亿参数模型，试图媲美英伟达和AMD的GPU。...</p>\n\n<a href=\"https://tech.ifeng.com/c/8f3026eRYWB\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4566":"资本集团","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC","NVDD":"Direxion Daily NVDA Bear 1X Shares","LU1046421795.USD":"富达环球科技A-ACC","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME 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ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","LU0056508442.USD":"贝莱德世界科技基金A2","2NVD.UK":"2X NVIDIA ETP"},"source_url":"https://tech.ifeng.com/c/8f3026eRYWB","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2488917961","content_text":"亚马逊宣布推出了未来可能替代英伟达GPU的AI芯片。AWS的Trainium2芯片，将用来构建一个40万卡的集群，训练下一代Claude模型，而且苹果宣布会使用它来训练和部署Apple Intelligence。正在拉斯维加斯举行的re:Invent大会上，AWS推出的Trn2服务器（16片Trainium2）提供20.8 Pflops性能，可训练数十亿参数模型，试图媲美英伟达和AMD的GPU。Trn2 UltraServers（64片Trainium2）高峰时提供83.2 Pflops算力，完全可以用来训练和部署最大的模型，包括语言、多模态和视觉模型。AWS还宣布了下一代AI芯片Trainium3的计划。预计将比Trainium2提升2倍的性能，改善40%的能效，3纳米制程，将于2025年底推出。目前，亚马逊基于Trainium1和Inferentia2的实例，在生成式AI前沿模型训练或推理方面还不太具有竞争力，这是由于硬件规格较弱以及软件集成较弱所致。但随着Trainium2的发布，亚马逊已经做出了重大的调整，正在芯片、系统和软件编译器/框架层面向英伟达产品看齐，提供有竞争力的定制硅芯片解决方案。苹果公司也非同寻常地对外介绍了它与云服务商之间的合作细节，并且表达出积极合作构建AI的意愿。苹果已经使用AWS服务超过十年，用于Siri、Apple Maps和Apple Music。苹果还一直使用亚马逊的Inferentia和Graviton芯片来支持搜索服务。苹果方面称，亚马逊的这些芯片带来了40%的效率提升。苹果最近还将用Trainium2进行其自有模型的预训练。苹果对它的初步评估显示，预训练效率提升了50%。苹果在决定开发Apple Intelligence之后，马上就找到了AWS，寻求AI基础设施的支持。苹果也使用过谷歌云的TPU服务器。苹果正在引领着个人AI的应用方向，即把AI模型向端侧部署，主要用本地化的计算为用户提供定制化与个人化的AI服务，注重保护用户的隐私。所以，对于苹果来说，最重要的不是用十万张卡去训练大模型，而是用AI更好地服务其20多亿设备用户，即在iPhone、iPad、Mac等设备上，用自研芯片提供本地算力，只有那些较复杂的计算任务才上云端。苹果还需要云服务商能配合它进行隐私计算。Apple Intelligence有自己的步调，它先推出内容提炼、起草邮件、生成表情包等最基本的功能，很快会集成OpenAI的大模型服务，明年会加强Siri功能，因为智能体技术的加持，它更像个能办事的助理，调动手机App完成用户吩咐的任务。而且AWS正在与Anthropic合作，打造40万Trainium2卡级的算力集群，用来训练下一代的Claude大模型。这个项目名称为Project Rainer，将为Anthropic提供的算力5倍于训练现有模型的Eflops。亚马逊对Anthropic最新的40亿美元投资，实际上将用于这个40万卡集群，目前还没有其他主要客户。马斯克的xAI已经建好了10万H100算力集群，而且放也豪言要再买30万张B200；扎克伯格正在用一个超过10万H100的集群加班加点地训练Llama4，更不用说微软/OpenAI等，10万H100已经成为参与军备竞赛的起步价。但Trainium算力集群真的要挑战英伟达GPU，还要付出更多努力。据半导体咨询机构semianalysis分析，40万颗Trainium2的原始浮点运算性能仍少于10万GB200集群。这意味着由于阿姆达尔定律的限制，Anthropic仍将很难与竞争对手10万卡GB200集群匹敌。在40万颗Trainium2和EFA上执行集合通信将非常困难，因此Anthropic需要在异步训练方面进行一些重大创新。*作者注：EFA代表Elastic Fabric Adapter，是AWS提供的一种高性能网络接口技术，主要用于支持高性能计算（HPC）和机器学习工作负载。三大云巨头AWS、微软Azure和谷歌云，目前数据中心芯片主要来自英伟达、AMD和英特尔。同时，它们也在积极探索自己研制芯片，会带来成本及定制化服务等方面的好处，既用于通用计算负载，也用于加速计算，如大模型的训练和推理。AWS称，通过Trainium，Anthropic的大模型Claude Haiku 3.5，速度比其他芯片提升了60%。随着生成式AI日益进入大规模应用阶段，企业将会寻找更加适合具体应用、为客户定制化、价格更亲民、更具能效的芯片和算力解决方案。2025年我们会看到一个趋势，更多的算力会部署到推理侧进行强化学习，以及AI的大规模应用，这些都对芯片、服务器、工具、架构、服务等提出新的定制化要求，从而为云服务商的硅技术和初创芯片企业带来新的机会。","news_type":1,"symbols_score_info":{"2NVD.UK":0.6,"3NVD.UK":0.6,"AAPL":1,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"SNVD.UK":0.6}},"isVote":1,"tweetType":1,"viewCount":2153,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}