秋山百景的个人主页 - 老虎社区

秋山百景

秋山百景

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IP属地：北京

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2018-09-28

$爱奇艺(IQ)$ 跑了，感觉又要玩昨天的套路....

2018-09-29

$阿玛琳(AMRN)$ 山顶绿油油的.......

2018-09-27

$流利说(LAIX)$ 今天还有三支新股可以关注下 $Urovant Sciences Ltd.(UROV)$ $Sutro Biopharma Inc(STRO)$ $Ra Medical Systems Inc.(RMED)$ 老在这坑中概....

2018-09-13

$拼多多(PDD)$ GS来啦~~~拜拜~~~诸位

2018-09-28

$阿玛琳(AMRN)$ 要进场收割战场.....看着好像有对手庄盯上了

2018-09-17

$京东(JD)$ 摩根是要玩死东哥么？

2018-10-10

$蔚来汽车(NIO)$ 6.5进的，都放弃治疗了，今天什么情况o.O？昨晚睡觉前还是一坨屎呢啊

2018-09-14

$英伟达(NVDA)$ 周一发布会？

2018-09-12

$蔚来汽车(NIO)$ 恩......我觉得护的已经很不错了啊

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[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/201765649911824","repostId":"1146281368","repostType":2,"repost":{"id":"1146281368","kind":"news","pubTimestamp":1690255558,"share":"https://www.laohu8.com/m/news/1146281368?lang=zh_CN&edition=full","pubTime":"2023-07-25 11:25","market":"us","language":"zh","title":"美股还有上涨空间？一个120年历史的买入信号刚刚闪现！","url":"https://stock-news.laohu8.com/highlight/detail?id=1146281368","media":"金十数据","summary":"华尔街正就美股的未来走势爆发激烈讨论！刚刚，一个具有120年历史的买入信号闪现，并获得动量信号的证实，股市或仍有上涨空间……不过，据LPL Research称，一个被称为道氏理论的经典股市买入信号刚刚闪现，暗示美股本轮涨势还有更多上行空间。根据特恩奎斯特的数据，在道氏理论买入信号闪现后，标普500指数的12个月平均回报率为10.5%，随后六个月的平均涨幅为6.6%。","content":"<html><head></head><body><blockquote>华尔街正就美股的未来走势爆发激烈讨论！刚刚，一个具有120年历史的买入信号闪现，并获得动量信号的证实，股市或仍有上涨空间……</blockquote><p>在美股进入技术性牛市之后，华尔街目前对股市未来的走势仍有分歧。不过，据LPL Research称，<strong>一个被称为道氏理论（Dow Theory）的经典股市买入信号刚刚闪现，暗示美股本轮涨势还有更多上行空间。</strong></p><p style=\"text-align: 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n美股还有上涨空间？一个120年历史的买入信号刚刚闪现！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-25 11:25 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/details/117951><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>华尔街正就美股的未来走势爆发激烈讨论！刚刚，一个具有120年历史的买入信号闪现，并获得动量信号的证实，股市或仍有上涨空间……在美股进入技术性牛市之后，华尔街目前对股市未来的走势仍有分歧。不过，据LPL Research称，一个被称为道氏理论（Dow Theory）的经典股市买入信号刚刚闪现，暗示美股本轮涨势还有更多上行空间。LPL首席技术策略师亚当•特恩奎斯特（Adam Turnquist）在...</p>\n\n<a href=\"https://xnews.jin10.com/details/117951\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/55eb327f580527889cf30bafa92692ae","relate_stocks":{"DJX":"1/100道琼斯","SDOW":"三倍做空道指30ETF-ProShares","UDOW":"三倍做多道指30ETF-ProShares",".DJI":"道琼斯","DDM":"2倍做多道指ETF-ProShares","DOG":"道指ETF-ProShares做空","DXD":"两倍做空道琼30指数ETF-ProShares"},"source_url":"https://xnews.jin10.com/details/117951","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146281368","content_text":"华尔街正就美股的未来走势爆发激烈讨论！刚刚，一个具有120年历史的买入信号闪现，并获得动量信号的证实，股市或仍有上涨空间……在美股进入技术性牛市之后，华尔街目前对股市未来的走势仍有分歧。不过，据LPL Research称，一个被称为道氏理论（Dow Theory）的经典股市买入信号刚刚闪现，暗示美股本轮涨势还有更多上行空间。LPL首席技术策略师亚当•特恩奎斯特（Adam Turnquist）在上周五的一份报告中强调，在股市不同领域的参与不断扩大的推动下，道琼斯运输平均指数上周升至52周新高，证实了道琼斯指数的整体反弹。他说，“两个指数的突破符合道氏理论的一个关键原则，那就是平均指数必须相互确认”。道氏理论背后的想法是，如果经济表现良好，消费者继续增加消费，那么运输公司只要承担运输这些货物的任务，就应该表现良好。这一理论是由查尔斯·道（Charles 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href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$&nbsp;</a>你这什么勾八心电图？","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$&nbsp;</a>你这什么勾八心电图？","text":"$哔哩哔哩(BILI)$ 你这什么勾八心电图？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/193963582337304","isVote":1,"tweetType":1,"viewCount":3148,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":190127973941272,"gmtCreate":1687443374806,"gmtModify":1687443815214,"author":{"id":"3498987852718568","authorId":"3498987852718568","name":"秋山百景","avatar":"https://static.tigerbbs.com/850fb6e171aeddb57649ef2d8e5c1518","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3498987852718568","authorIdStr":"3498987852718568"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TQQQ\">$纳指三倍做多ETF(TQQQ)$&nbsp;</a>哎，这个鲍兄真勇猛啊，自己说完不太管用又叫小弟出来说...学学国内都是央行说...这个天天鲍说，不怕出门左拐被人打死😑","listText":"<a href=\"https://laohu8.com/S/TQQQ\">$纳指三倍做多ETF(TQQQ)$&nbsp;</a>哎，这个鲍兄真勇猛啊，自己说完不太管用又叫小弟出来说...学学国内都是央行说...这个天天鲍说，不怕出门左拐被人打死😑","text":"$纳指三倍做多ETF(TQQQ)$ 哎，这个鲍兄真勇猛啊，自己说完不太管用又叫小弟出来说...学学国内都是央行说...这个天天鲍说，不怕出门左拐被人打死😑","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/190127973941272","isVote":1,"tweetType":1,"viewCount":3591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":187253201592456,"gmtCreate":1686742262582,"gmtModify":1686742264303,"author":{"id":"3498987852718568","authorId":"3498987852718568","name":"秋山百景","avatar":"https://static.tigerbbs.com/850fb6e171aeddb57649ef2d8e5c1518","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3498987852718568","authorIdStr":"3498987852718568"},"themes":[],"title":"","htmlText":"一辈子都没掰过过，主打一个性价比[开心]&nbsp;","listText":"一辈子都没掰过过，主打一个性价比[开心]&nbsp;","text":"一辈子都没掰过过，主打一个性价比[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/187253201592456","repostId":"1149204622","repostType":2,"repost":{"id":"1149204622","kind":"news","weMediaInfo":{"introduction":"坚守初心，不随俗流。用一颗匠子心打造一个具有广度、深度、高度、温度的港股交流圈","home_visible":1,"media_name":"丫丫港股圈","id":"1055767104","head_image":"https://static.tigerbbs.com/e72e80eef358bde27914deb6b2315953"},"pubTimestamp":1686740706,"share":"https://www.laohu8.com/m/news/1149204622?lang=zh_CN&edition=full","pubTime":"2023-06-14 19:05","market":"us","language":"zh","title":"AMD也来跟英伟达掰手腕了？","url":"https://stock-news.laohu8.com/highlight/detail?id=1149204622","media":"丫丫港股圈","summary":"6月14日，AMD发布了新一代用于训练大型模型的Instinct MI300 GPU，直指英伟达的H100 AI芯片。然而，AMD的股价却在发布会开始后出现下滑，形成了与其CEO苏姿丰对新产品优于英伟","content":"<html><head></head><body><p>6月14日，AMD发布了新一代用于训练大型模型的Instinct MI300 GPU，直指<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的H100 AI芯片。</p><p style=\"text-align: justify;\">然而，AMD的股价却在发布会开始后出现下滑，形成了与其CEO苏姿丰对新产品优于英伟达GPU的强烈宣称的反差，令人费解。而英伟达昨夜涨超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/254aa7c55d2151890f9fa8747f4ebe4a\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">首先，AMD CEO苏姿丰发布了InInstinct MI300A，号称全球首款针对AI和高性能计算（HPC）的加速处理器（APU）加速卡。MI300A拥有13个小芯片，在13个小芯片中遍布了1460亿个晶体管。采用了CDNA 3GPU架构和24个Zen 4 CPU内核，配置了128GB的HBM3内存。</p><p style=\"text-align: justify;\">相比于前一代MI250，新一代MI300的性能提高了八倍，而效率提高了五倍。新的Zen 4c内核比标准的Zen 4内核密度更高，比标准Zen 4的内核小35%，同时保持100%的软件兼容性。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/285becda4ce4dde6545105d4982f9f54\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"313\"/></p><p style=\"text-align: justify;\">随后AMD又公布了为大语言模型专门优化的版本MI300X，内存为192GB，内存带宽为5.2TB/s，Infinity Fabric带宽为896GB/s，共有1530亿个晶体管。</p><p style=\"text-align: justify;\">值得注意的是，苏姿丰表示，MI300提供的高带宽内存密度是英伟达H100的2.4倍，HBM带宽是竞品的1.6倍。随着大模型的迭代，实际上需要多个GPU来运行，随着AMD芯片上内存的增加，开发人员将不需要那么多GPU，可以节省成本。</p><p style=\"text-align: justify;\"><strong>苏姿丰并表示，MI300X有数量惊人的技术，这是AMD制造过最复杂的芯片，目的是让人工智能更容易访问。每个想使用人工智能的人都需要更多的GPU，而我们有一款功能强大、非常高效的GPU，相信新品MI300X将成为人工智能市场的重要赢家。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aab47665bdfea881482690b3fa3944e2\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"253\"/></p><p style=\"text-align: justify;\">AMD称，在今年生成式AI和大语言模型的催化下，对电脑的算力和内存需求大幅提高。预计今年，数据中心AI加速器的市场规模将达到300亿美元左右，而2027年市场规模将超过1500亿美元，复合增长率超过50%。</p><p style=\"text-align: justify;\">AMD CEO苏姿丰说，内存越大，能处理的模型就越多。AMD在客户的工作负载中看到，它的运行速度要快得多，我们认为它确实存在差异化。这款芯片将在今年Q3正式少量生产，在Q4开始量产。</p><p style=\"text-align: justify;\"><strong>然而，为什么AMD拿出超过英伟达H100芯片的性能猛兽，股价反倒下跌呢？</strong></p><p style=\"text-align: justify;\">在以往AMD每次的新品发布会中，AMD都会披露新产品的大客户。然而，这次AMD虽把新AI芯片性能说的超越英伟达的H100，但并没有披露MI300系芯片的成本或者销售方案，考虑到极多的HBM，极大的Die面积，以及COWOS的吃紧的产能，这使得市场对AMD有所顾虑。</p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/BAC\">美国银行</a>表示，AMD仍然远远落后于英伟达，因为AMD下季度才能开始提供AI芯片样本，时间方面，当AMD开始通过基于5纳米的GPU加速器企稳时，英伟达可能会推出下一代基于3纳米、LLM大模型优化的Blackwell架构GPU，英伟达将进一步扩大在人工智能市场上已经相当大的领先优势。</p><p style=\"text-align: justify;\">另外，分析师希望AMD能够透露更多的信息表明自己在某些设计上取代了英伟达。然而，AMD在发布会上并未提及。</p><p style=\"text-align: justify;\">除了硬件芯片，英伟达一直在为AI研究人员提供软件工具，并预测AI企业对芯片的需求，这需要花费数年的时间。</p><p style=\"text-align: justify;\">昨晚，AMD也披露了其Rocm软件的最新消息，同样对标于英伟达的Cuda软件平台。</p><p style=\"text-align: justify;\"><strong>Meta的AI软件高管表示，正在与AMD进行密切合作，便于AI开发者使用免费工具摆脱AI芯片的单一主导厂商，转向AMD等公司提供的其他方案。</strong></p><p style=\"text-align: justify;\"><strong>结语</strong></p><p style=\"text-align: justify;\"><strong>实际上，Meta高管的说法也适用于硬件端。训练大模型的科技企业应该都不想看到英伟达太过一家独大的情况出现。在只有一家英伟达能提供强大的AI芯片时，无疑会出现供大于求的情况，而这会使得训练大模型的企业成本提高。</strong></p><p style=\"text-align: justify;\"><strong>在当下，人们谈到AI就会将其与英伟达挂钩，而AMD能否真的追赶上英伟达呢？</strong></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>AMD也来跟英伟达掰手腕了？</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\">\nAMD也来跟英伟达掰手腕了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1055767104\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e72e80eef358bde27914deb6b2315953);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">丫丫港股圈 </p>\n<p class=\"h-time\">2023-06-14 19:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月14日，AMD发布了新一代用于训练大型模型的Instinct MI300 GPU，直指<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的H100 AI芯片。</p><p style=\"text-align: justify;\">然而，AMD的股价却在发布会开始后出现下滑，形成了与其CEO苏姿丰对新产品优于英伟达GPU的强烈宣称的反差，令人费解。而英伟达昨夜涨超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/254aa7c55d2151890f9fa8747f4ebe4a\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">首先，AMD CEO苏姿丰发布了InInstinct MI300A，号称全球首款针对AI和高性能计算（HPC）的加速处理器（APU）加速卡。MI300A拥有13个小芯片，在13个小芯片中遍布了1460亿个晶体管。采用了CDNA 3GPU架构和24个Zen 4 CPU内核，配置了128GB的HBM3内存。</p><p style=\"text-align: justify;\">相比于前一代MI250，新一代MI300的性能提高了八倍，而效率提高了五倍。新的Zen 4c内核比标准的Zen 4内核密度更高，比标准Zen 4的内核小35%，同时保持100%的软件兼容性。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/285becda4ce4dde6545105d4982f9f54\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"313\"/></p><p style=\"text-align: justify;\">随后AMD又公布了为大语言模型专门优化的版本MI300X，内存为192GB，内存带宽为5.2TB/s，Infinity Fabric带宽为896GB/s，共有1530亿个晶体管。</p><p style=\"text-align: justify;\">值得注意的是，苏姿丰表示，MI300提供的高带宽内存密度是英伟达H100的2.4倍，HBM带宽是竞品的1.6倍。随着大模型的迭代，实际上需要多个GPU来运行，随着AMD芯片上内存的增加，开发人员将不需要那么多GPU，可以节省成本。</p><p style=\"text-align: justify;\"><strong>苏姿丰并表示，MI300X有数量惊人的技术，这是AMD制造过最复杂的芯片，目的是让人工智能更容易访问。每个想使用人工智能的人都需要更多的GPU，而我们有一款功能强大、非常高效的GPU，相信新品MI300X将成为人工智能市场的重要赢家。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aab47665bdfea881482690b3fa3944e2\" alt=\"\" title=\"\" tg-width=\"640\" tg-height=\"253\"/></p><p style=\"text-align: justify;\">AMD称，在今年生成式AI和大语言模型的催化下，对电脑的算力和内存需求大幅提高。预计今年，数据中心AI加速器的市场规模将达到300亿美元左右，而2027年市场规模将超过1500亿美元，复合增长率超过50%。</p><p style=\"text-align: justify;\">AMD CEO苏姿丰说，内存越大，能处理的模型就越多。AMD在客户的工作负载中看到，它的运行速度要快得多，我们认为它确实存在差异化。这款芯片将在今年Q3正式少量生产，在Q4开始量产。</p><p style=\"text-align: justify;\"><strong>然而，为什么AMD拿出超过英伟达H100芯片的性能猛兽，股价反倒下跌呢？</strong></p><p style=\"text-align: justify;\">在以往AMD每次的新品发布会中，AMD都会披露新产品的大客户。然而，这次AMD虽把新AI芯片性能说的超越英伟达的H100，但并没有披露MI300系芯片的成本或者销售方案，考虑到极多的HBM，极大的Die面积，以及COWOS的吃紧的产能，这使得市场对AMD有所顾虑。</p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/BAC\">美国银行</a>表示，AMD仍然远远落后于英伟达，因为AMD下季度才能开始提供AI芯片样本，时间方面，当AMD开始通过基于5纳米的GPU加速器企稳时，英伟达可能会推出下一代基于3纳米、LLM大模型优化的Blackwell架构GPU，英伟达将进一步扩大在人工智能市场上已经相当大的领先优势。</p><p style=\"text-align: justify;\">另外，分析师希望AMD能够透露更多的信息表明自己在某些设计上取代了英伟达。然而，AMD在发布会上并未提及。</p><p style=\"text-align: justify;\">除了硬件芯片，英伟达一直在为AI研究人员提供软件工具，并预测AI企业对芯片的需求，这需要花费数年的时间。</p><p style=\"text-align: justify;\">昨晚，AMD也披露了其Rocm软件的最新消息，同样对标于英伟达的Cuda软件平台。</p><p style=\"text-align: justify;\"><strong>Meta的AI软件高管表示，正在与AMD进行密切合作，便于AI开发者使用免费工具摆脱AI芯片的单一主导厂商，转向AMD等公司提供的其他方案。</strong></p><p style=\"text-align: justify;\"><strong>结语</strong></p><p style=\"text-align: justify;\"><strong>实际上，Meta高管的说法也适用于硬件端。训练大模型的科技企业应该都不想看到英伟达太过一家独大的情况出现。在只有一家英伟达能提供强大的AI芯片时，无疑会出现供大于求的情况，而这会使得训练大模型的企业成本提高。</strong></p><p style=\"text-align: justify;\"><strong>在当下，人们谈到AI就会将其与英伟达挂钩，而AMD能否真的追赶上英伟达呢？</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9035047aab1628fa23df810d4986f063","relate_stocks":{"BK4587":"ChatGPT概念","NVDA":"英伟达","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","AMD":"美国超微公司","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","BK4588":"碎股","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4581":"高盛持仓","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0079474960.USD":"联博美国增长基金A","BK4585":"ETF&股票定投概念","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","BK4529":"IDC概念","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149204622","content_text":"6月14日，AMD发布了新一代用于训练大型模型的Instinct MI300 GPU，直指英伟达的H100 AI芯片。然而，AMD的股价却在发布会开始后出现下滑，形成了与其CEO苏姿丰对新产品优于英伟达GPU的强烈宣称的反差，令人费解。而英伟达昨夜涨超4%。首先，AMD CEO苏姿丰发布了InInstinct MI300A，号称全球首款针对AI和高性能计算（HPC）的加速处理器（APU）加速卡。MI300A拥有13个小芯片，在13个小芯片中遍布了1460亿个晶体管。采用了CDNA 3GPU架构和24个Zen 4 CPU内核，配置了128GB的HBM3内存。相比于前一代MI250，新一代MI300的性能提高了八倍，而效率提高了五倍。新的Zen 4c内核比标准的Zen 4内核密度更高，比标准Zen 4的内核小35%，同时保持100%的软件兼容性。随后AMD又公布了为大语言模型专门优化的版本MI300X，内存为192GB，内存带宽为5.2TB/s，Infinity Fabric带宽为896GB/s，共有1530亿个晶体管。值得注意的是，苏姿丰表示，MI300提供的高带宽内存密度是英伟达H100的2.4倍，HBM带宽是竞品的1.6倍。随着大模型的迭代，实际上需要多个GPU来运行，随着AMD芯片上内存的增加，开发人员将不需要那么多GPU，可以节省成本。苏姿丰并表示，MI300X有数量惊人的技术，这是AMD制造过最复杂的芯片，目的是让人工智能更容易访问。每个想使用人工智能的人都需要更多的GPU，而我们有一款功能强大、非常高效的GPU，相信新品MI300X将成为人工智能市场的重要赢家。AMD称，在今年生成式AI和大语言模型的催化下，对电脑的算力和内存需求大幅提高。预计今年，数据中心AI加速器的市场规模将达到300亿美元左右，而2027年市场规模将超过1500亿美元，复合增长率超过50%。AMD CEO苏姿丰说，内存越大，能处理的模型就越多。AMD在客户的工作负载中看到，它的运行速度要快得多，我们认为它确实存在差异化。这款芯片将在今年Q3正式少量生产，在Q4开始量产。然而，为什么AMD拿出超过英伟达H100芯片的性能猛兽，股价反倒下跌呢？在以往AMD每次的新品发布会中，AMD都会披露新产品的大客户。然而，这次AMD虽把新AI芯片性能说的超越英伟达的H100，但并没有披露MI300系芯片的成本或者销售方案，考虑到极多的HBM，极大的Die面积，以及COWOS的吃紧的产能，这使得市场对AMD有所顾虑。美国银行表示，AMD仍然远远落后于英伟达，因为AMD下季度才能开始提供AI芯片样本，时间方面，当AMD开始通过基于5纳米的GPU加速器企稳时，英伟达可能会推出下一代基于3纳米、LLM大模型优化的Blackwell架构GPU，英伟达将进一步扩大在人工智能市场上已经相当大的领先优势。另外，分析师希望AMD能够透露更多的信息表明自己在某些设计上取代了英伟达。然而，AMD在发布会上并未提及。除了硬件芯片，英伟达一直在为AI研究人员提供软件工具，并预测AI企业对芯片的需求，这需要花费数年的时间。昨晚，AMD也披露了其Rocm软件的最新消息，同样对标于英伟达的Cuda软件平台。Meta的AI软件高管表示，正在与AMD进行密切合作，便于AI开发者使用免费工具摆脱AI芯片的单一主导厂商，转向AMD等公司提供的其他方案。结语实际上，Meta高管的说法也适用于硬件端。训练大模型的科技企业应该都不想看到英伟达太过一家独大的情况出现。在只有一家英伟达能提供强大的AI芯片时，无疑会出现供大于求的情况，而这会使得训练大模型的企业成本提高。在当下，人们谈到AI就会将其与英伟达挂钩，而AMD能否真的追赶上英伟达呢？","news_type":1,"symbols_score_info":{"AMD":0.9,"NVDA":0.9}},"isVote":1,"tweetType":1,"viewCount":3825,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":186766250086552,"gmtCreate":1686636597990,"gmtModify":1686636599649,"author":{"id":"3498987852718568","authorId":"3498987852718568","name":"秋山百景","avatar":"https://static.tigerbbs.com/850fb6e171aeddb57649ef2d8e5c1518","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3498987852718568","authorIdStr":"3498987852718568"},"themes":[],"title":"","htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186766250086552","repostId":"1134773153","repostType":2,"repost":{"id":"1134773153","kind":"news","pubTimestamp":1686617939,"share":"https://www.laohu8.com/m/news/1134773153?lang=zh_CN&edition=full","pubTime":"2023-06-13 08:58","market":"hk","language":"zh","title":"木头姐重仓这四只AI股，看高特斯拉涨750%","url":"https://stock-news.laohu8.com/highlight/detail?id=1134773153","media":"华尔街见闻","summary":"AI最大的机会在软件。","content":"<html><head></head><body><blockquote>木头姐，AI最大的机会在软件，其中“最重要的AI概念股”是特斯拉，自动驾驶技术料将推动其股价在2027年升至2000美元。</blockquote><p style=\"text-align: justify;\">人工智能被广泛认为是当下最具颠覆性和变革性的技术之一，而向来以押注“颠覆性创新”而闻名的木头姐更是重磅押注AI软件股。</p><p style=\"text-align: justify;\">此前，木头姐（Cathie Wood）因清仓英伟达，错失5600亿美元的大反弹而受到争议。随后，“木头姐”辩解称，软件将是人工智能狂潮的下一个受益板块。</p><p style=\"text-align: justify;\"><strong>她曾表示，英伟达每卖出1美元的硬件，软件供应商、SaaS供应商就会产生8美元的收入，因此AI最大的机会在软件。</strong></p><p style=\"text-align: justify;\"><strong>此外，木头姐重申，特斯拉是“最重要的AI概念股”，自动驾驶技术料将推动其股价从目前的240美元涨到2027年的2000美元，这意味特斯拉还有750%上涨空间。</strong></p><p style=\"text-align: justify;\">目前，木头姐的方舟基金重仓UiPath、Twilio和Teladoc Health这三支软件股，以及“人工智能领域最大玩家”特斯拉。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4125746eff8906280f206fb10b122d6e\" tg-width=\"623\" tg-height=\"458\"/></p><p style=\"text-align: justify;\"><strong>具体来看，UiPath是方舟创新ETF第四大持股，</strong>其持有2800万股UiPath股票，仓位市值5.1728亿美元。</p><p style=\"text-align: justify;\">UiPath是一家机器人流程自动化软件公司，为企业提供自动化解决方案。在2023年第一季度，该公司的收入同比增长18%达到2.896亿美元。今年迄今为止，该公司的股票飙升了43%。</p><p style=\"text-align: justify;\"><strong>其次，方舟创新ETF持有460万股Twilio股份，</strong>仓位市值5.1728亿美元。</p><p style=\"text-align: justify;\">Twilio公司的云通信平台允许企业开发并将各种通信渠道整合到其应用程序中，其应用编程接口使开发者能够将语音、消息和视频无缝地纳入其中，帮助企业提高客户参与度。第一季度，Twilio的活跃客户账户突破30万，同时收入同比增长15%，达到10.1亿美元。</p><p style=\"text-align: justify;\"><strong>方舟创新ETF还拥有远程医疗公司Teladoc Health3.017亿美元的股份，</strong>该公司的平台通过视频、电话和短信将患者与医疗专业人士联系起来。</p><p style=\"text-align: justify;\">疫情期间远程医疗服务的需求激增，目前该公司仍在继续扩大其业务，Teladoc第一季度的收入同比增长了11%。不过，Teladoc股价并没有保持上升的势头，其较2021年2月的历史高点下降了90%以上。</p><p style=\"text-align: justify;\"><strong>而方舟创新ETF的AI最大赌注是特斯拉，目前也是该ETF最大重仓股，权重为11.81%。</strong></p><p style=\"text-align: justify;\">木头姐认为，特斯拉实际上是人工智能领域最大玩家，其自动驾驶平台将在2030年带来8万亿至10万亿美元的收入，而现在几乎为零。在五年后，即2027年，特斯拉股价将达到2000美元。考虑到特斯拉现在的股价在250美元，这意味着还有大约750%的上升空间。</p></body></html>","source":"wallstreetcn_api","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>木头姐重仓这四只AI股，看高特斯拉涨750%</title>\n<style 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href=\"https://wallstreetcn.com/articles/3690966\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"ARKK":"ARK Innovation ETF","TSLA":"特斯拉"},"source_url":"https://wallstreetcn.com/articles/3690966","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134773153","content_text":"木头姐，AI最大的机会在软件，其中“最重要的AI概念股”是特斯拉，自动驾驶技术料将推动其股价在2027年升至2000美元。人工智能被广泛认为是当下最具颠覆性和变革性的技术之一，而向来以押注“颠覆性创新”而闻名的木头姐更是重磅押注AI软件股。此前，木头姐（Cathie Wood）因清仓英伟达，错失5600亿美元的大反弹而受到争议。随后，“木头姐”辩解称，软件将是人工智能狂潮的下一个受益板块。她曾表示，英伟达每卖出1美元的硬件，软件供应商、SaaS供应商就会产生8美元的收入，因此AI最大的机会在软件。此外，木头姐重申，特斯拉是“最重要的AI概念股”，自动驾驶技术料将推动其股价从目前的240美元涨到2027年的2000美元，这意味特斯拉还有750%上涨空间。目前，木头姐的方舟基金重仓UiPath、Twilio和Teladoc 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