小韭菜头的个人主页 - 老虎社区

小韭菜头

小韭菜头

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IP属地：陕西

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0勋章

2024-11-27

经济都这样了，还让降价，疯了吗？

比亚迪回应要求供应商降价10%：年度议价是行业惯例

08-04 10:04

和A股管理水平差不多，只是企业自身好点

韩股转升！韩国财长称将致力于改善股市结构和稳定性

2025-01-09

$布鲁可(00325)$ 一手中签率是多少？

2021-07-15

$康桥悦生活(02205)$应该能红吧

02-09

$乐欣户外(02720)$ 全员中签？

2025-06-02

$METALIGHT(02605)$ 这种公司咋盈利

06-11

$海清智元(01392)$ 没发现呀，中国这么多科技企业[喷血]

06-03

$英伟达(NVDA)$ 我一买就跌，太奇怪了

04-22

$商米科技-W(06810)$ 为什么不让我申购

2024-03-03

所有新产业都在抢夺能源，我们是否走偏了

戴尔剧透英伟达B200明年发布，能耗高达1000W，AI终极利好的是：能源？

去老虎APP查看更多动态

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5%， <a href=\"https://laohu8.com/S/EWY\">韩国ETF-iShares MSCI</a>升 2%。</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3c91aed5aaa447e72042aa9f2e2e0c64\" data-align=\"center\" tg-width=\"1072\" tg-height=\"476\"/><span></span></p><p style=\"text-align: left;\">消息面上，韩国财政部长在内阁会议上发表讲话称，韩国将致力于改善股市结构和稳定性，韩国将着重加快落实ETF措施。</p><p style=\"text-align: left;\"><span>韩国财政部长具润哲（Koo Yun Cheol）在内阁会议上表示，韩国将致力于改善市场基本面，以缓和股市波动，确保长期的结构性稳定。韩国近期已出台针对单只股票杠杆ETF的补充措施，并将重点推进这些措施的迅速落实。</span></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>韩股转升！韩国财长称将致力于改善股市结构和稳定性</title>\n<style 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left;\">韩国KOSPI指数日内再度升逾1%，SK海力士、三星电子相继转升。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/07709\">南方两倍做多海力士</a> 升 2%， <a href=\"https://laohu8.com/S/07747\">南方两倍做多三星电子</a> 升 0.87%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1d09e428811843f73c6670cd59a4cb44\" data-align=\"center\" tg-width=\"1072\" tg-height=\"168\"/><span></span></p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>夜盘升逾 1%， <a href=\"https://laohu8.com/S/KORU\">3倍做多韩国ETF-Direxion</a>升 5%， <a href=\"https://laohu8.com/S/EWY\">韩国ETF-iShares MSCI</a>升 2%。</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3c91aed5aaa447e72042aa9f2e2e0c64\" data-align=\"center\" tg-width=\"1072\" tg-height=\"476\"/><span></span></p><p style=\"text-align: left;\">消息面上，韩国财政部长在内阁会议上发表讲话称，韩国将致力于改善股市结构和稳定性，韩国将着重加快落实ETF措施。</p><p style=\"text-align: left;\"><span>韩国财政部长具润哲（Koo Yun Cheol）在内阁会议上表示，韩国将致力于改善市场基本面，以缓和股市波动，确保长期的结构性稳定。韩国近期已出台针对单只股票杠杆ETF的补充措施，并将重点推进这些措施的迅速落实。</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5a4950290fa1422a46ead9982faf083c","relate_stocks":{"SKHY":"SK海力士","KORU":"3倍做多韩国ETF-Direxion","SKHU":"2倍做多海力士-ProShares","SKDD":"2倍做空海力士ETF-GraniteShares","HYNX":"2倍做多海力士ETF-T-REX","SKUU":"2倍做多海力士ETF-GraniteShares","07747":"南方两倍做多三星电子","SKHX":"2倍做多海力士ETF-Leverage Shares","07709":"南方两倍做多海力士","SK":"2倍做多海力士ETF-Corgi","SKHZ":"1倍做空海力士ETF-Leverage Shares","EWY":"韩国ETF-iShares MSCI"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159163740","content_text":"韩国KOSPI指数日内再度升逾1%，SK海力士、三星电子相继转升。南方两倍做多海力士 升 2%， 南方两倍做多三星电子 升 0.87%。SK海力士夜盘升逾 1%， 3倍做多韩国ETF-Direxion升 5%， 韩国ETF-iShares MSCI升 2%。消息面上，韩国财政部长在内阁会议上发表讲话称，韩国将致力于改善股市结构和稳定性，韩国将着重加快落实ETF措施。韩国财政部长具润哲（Koo Yun Cheol）在内阁会议上表示，韩国将致力于改善市场基本面，以缓和股市波动，确保长期的结构性稳定。韩国近期已出台针对单只股票杠杆ETF的补充措施，并将重点推进这些措施的迅速落实。","news_type":1,"symbols_score_info":{"SKDD":0.6,"07709":0.6,"SKHY":2,"SKHZ":0.6,"SKUU":0.6,"SK":0.6,"EWY":2,"SKHX":0.6,"KORU":2,"SKHU":0.6,"HYNX":0.6,"07747":2}},"isVote":1,"tweetType":1,"viewCount":30,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":591112896557392,"gmtCreate":1785316145171,"gmtModify":1785316147333,"author":{"id":"3514972561437889","authorId":"3514972561437889","name":"小韭菜头","avatar":"https://static.tigerbbs.com/8637a57d4fb6896edea0788dfb1b3bcb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514972561437889","authorIdStr":"3514972561437889"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03308\">$中际旭创(03308)$</a> 还行","listText":"<a href=\"https://laohu8.com/S/03308\">$中际旭创(03308)$</a> 还行","text":"$中际旭创(03308)$ 还行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/591112896557392","isVote":1,"tweetType":1,"viewCount":138,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":590670108492816,"gmtCreate":1785208117100,"gmtModify":1785208118881,"author":{"id":"3514972561437889","authorId":"3514972561437889","name":"小韭菜头","avatar":"https://static.tigerbbs.com/8637a57d4fb6896edea0788dfb1b3bcb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514972561437889","authorIdStr":"3514972561437889"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/03308\">$中际旭创(03308)$</a> 看来要破发了","listText":"<a href=\"https://laohu8.com/S/03308\">$中际旭创(03308)$</a> 看来要破发了","text":"$中际旭创(03308)$ 看来要破发了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/590670108492816","isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":581486992225344,"gmtCreate":1782996036824,"gmtModify":1782996039196,"author":{"id":"3514972561437889","authorId":"3514972561437889","name":"小韭菜头","avatar":"https://static.tigerbbs.com/8637a57d4fb6896edea0788dfb1b3bcb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514972561437889","authorIdStr":"3514972561437889"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 为了继续砸么","listText":"<a href=\"https://laohu8.com/S/SNDK\">$闪迪(SNDK)$</a> 为了继续砸么","text":"$闪迪(SNDK)$ 为了继续砸么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/581486992225344","isVote":1,"tweetType":1,"viewCount":631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":575038994071608,"gmtCreate":1781404352539,"gmtModify":1781404565433,"author":{"id":"3514972561437889","authorId":"3514972561437889","name":"小韭菜头","avatar":"https://static.tigerbbs.com/8637a57d4fb6896edea0788dfb1b3bcb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514972561437889","authorIdStr":"3514972561437889"},"themes":[],"title":"","htmlText":"一年内不值","listText":"一年内不值","text":"一年内不值","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/575038994071608","repostId":"2643214530","repostType":2,"repost":{"id":"2643214530","kind":"highlight","pubTimestamp":1781396709,"share":"https://www.laohunote.com/m/news/2643214530?lang=zh_CN&edition=full","pubTime":"2026-06-14 08:25","market":"fut","language":"zh","title":"市值2.1万亿美元！SpaceX到底值不值？","url":"https://stock-news.laohu8.com/highlight/detail?id=2643214530","media":"格隆汇","summary":"史诗级的时代赌局","content":"<html><head></head><body><blockquote><p>史诗级的时代赌局</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/12a533d56673b478734d7dc59c1d4c8f\" tg-width=\"2732\" tg-height=\"1534\"/></p><p>美东时间6月12日，美股迎来史上最炸裂IPO。SpaceX正式登陆纳斯达克，彻底引爆全球资本狂欢。</p><p>上市首日，SpaceX大涨19.22%，市值突破2.11万亿美元，一举超越Meta、特斯拉、博通等科技巨头，跻身美国第六大市值公司。</p><p>一夜之间，<strong>马斯克个人身家也因此突破1万亿美元，成为人类历史上首位“万亿富翁”。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5febde87232b0357d0243cae7492f6aa\" tg-width=\"1080\" tg-height=\"748\"/></p><p>同时，<strong>SpaceX上市还创造了约4400名百万美元富豪，其中约400名身家将超过1亿美元，</strong>他们来自SpaceX的现任或前任员工及早期投资者。</p><p><strong>还有一大批华尔街基金、投行机构们也在这场盛宴中获利百亿甚至千亿美元，回报倍数高达几十、上百倍！</strong></p><p>但狂欢背后，也伴随巨大争议。</p><p>一家年营收不足200亿美元、成立24年持续反复亏损、2025年净亏损高达49.37亿美元的企业，却以超100倍的市销率，撑起超2.1万亿美元的天价市值。</p><p>这到底是硬核科技的提前兑现，还是资本市场吹出来的超级泡沫？</p><h2 id=\"id_650143215\">01、极速上市的背后</h2><p>正常顶级科技IPO，都要磨几年：合规打磨、机构博弈、反复定价。</p><p><strong>但SpaceX的上市进程，堪称美股史上罕见的“极速通关”：摒弃了传统企业的拖沓流程，在短短一年时间内敲定方案、落地发行、完成挂牌，以750亿美元募资额刷新全球IPO纪录。</strong></p><p>更反常的是，马斯克以前一直坚决抵制上市。</p><p>他多次公开表示：二级市场的短期业绩压力、舆论束缚，会拖死星舰、火星殖民这种超长周期的硬核项目。</p><p>如今180度的态度反转、突破常规的上市速度、反行业惯例的发行规则，足以说明这绝非简单的上市融资需求，而更可能是一场精准卡位、套利、做高估值的资本操作。</p><p><strong>SpaceX执意快速上市的核心内因之一，是为了通过资产并购嵌套，解决劣质资产无法独立上市的难题，同时完成税务层面的极致优化。</strong></p><p>首先，马斯克旗下xAI+X（原推特）累计背负175亿美元债务，长期持续亏损、无稳定造血能力，如果单独上市不仅门槛不够，而且估值溢价也会被压得非常低，根本不划算。</p><p>于是马斯克设计了一套嵌套并购：把亏损的AI、社交资产，捆绑SpaceX最赚钱的星链、垄断市场的航天业务一起上市。</p><p><strong>靠星链的优质盈利抹平财报短板，顺利达标美股上市规则。同时还盘活了xAI的历史亏损抵税额度，未来可帮公司省下百亿级税费，堪称“亏损变资产”的顶级财技。</strong></p><p>更关键的是，纯航天赛道估值天花板极低，绑定AI热门概念后，成功脱离传统航天估值锚点，制造出“太空+AI”的协同想象，直接拉高企业估值上限。</p><p>另外，SpaceX极速上市，也是为了<strong>精准卡位美股科技泡沫与AI资本红利的最后窗口期，本质是一场“抢跑收割”。</strong></p><p>当前美股科技板块处于阶段性历史高位，后续随时有可能热度消退，一旦错过当下窗口，后续市场下行、AI热钱退潮，公司募资规模、整体估值、股东套现收益都会大幅缩水。</p><p>这也是为什么SpaceX、OpenAI、Anthropic等一众AI巨头均在加速筹备上市的原因。</p><p><strong>当下“太空+AI”的双重稀缺概念，是当下资本市场最具想象力的叙事组合，SpaceX选择在此热度顶峰期上市，能够最大化享受赛道红利，实现远超传统航天企业的估值定价。</strong></p><p>值得一提的是，不同于普通新股上市需等待3个月观察期才能纳入指数，纳斯达克为SpaceX开通快速通道，上市仅15个交易日即可纳入纳斯达克100指数，并上调权重。</p><p>这意味着，<strong>全球超12万亿美元追踪纳指100的被动基金、养老金、401K退休金账户，将按照规则强制被动买入SpaceX，形成百亿级确定性刚性买盘，为股价筑牢底部支撑。</strong></p><p>这套规则红利具备极强的时效性，窗口期转瞬即逝，越早上市，套利空间越大、资金托底效果越显著。也是SpaceX必须火速落地的关键原因。</p><h2 id=\"id_326736470\">02、一边烧钱、一边讲故事</h2><p>支撑SpaceX万亿估值的核心，是其独家构建的“航天发射+卫星互联网+AI算力”三大业务闭环，但三大板块现实价值天差地别，这也是资本市场争议其估值的核心来源。</p><p>根据招股书显示，SpaceX在2025财年的合并营收为186.74亿美元，合并净利润由2024财年的7.91亿美元变为亏损49.37亿美元。</p><p>2026年一季度，SpaceX实现合并营收46.94亿美元，实现合并净利润为亏损42.76亿美元，合并调整后息税前利润则为11.27亿美元。</p><p>其中，<strong>作为技术底座的航天发射业务，是行业绝对龙头，却持续亏损。</strong></p><p>目前SpaceX累计完成超650次发射，85%以上任务实现火箭复用，2025年入轨载荷占全球总量80%以上，垄断全球商业航天发射市场。猎鹰9号、重型猎鹰、龙飞船、星舰四大产品线全覆盖，手握NASA、美国国防部长期大额订单，2025年该板块营收超40亿美元。</p><p>但受星舰持续高强度研发投入拖累，全年运营亏损6.57亿美元，仅能承担技术迭代、市场卡位的战略功能，无法贡献利润。</p><p><strong>作为唯一现金牛的星链卫星互联网业务，是公司估值的核心基本面支撑。</strong></p><p>2025年，星链卫星互联网业务营收达113.87亿美元，占公司总营收60.9%，运营净利润高达44.23亿美元，两年间利润增长近10倍。</p><p>截至2026年3月，星链在轨卫星超9600颗，占全球活跃卫星75%，覆盖164个国家和地区，付费用户突破1030万。</p><p>不过这一块业务也有隐忧，随着市场向欠发达地区下沉，单用户月均收入从2023年99美元降至66美元，增收不增利的增长瓶颈逐步凸显。</p><p><strong>而作为远期估值故事的AI业务，是烧钱主力，落地尚遥遥无期。</strong></p><p>2026年2月SpaceX收购xAI，正式将AI列为三大核心业务，布局AI算力基建、Grok大模型与轨道太空数据中心。</p><p>目前AI部门由于xAI用于采购及建设大规模算力中心导致的巨额资本支出，仍处于大幅亏损状态。2025年AI业务亏损63.55亿美元，2026年一季度再亏24.69亿美元，单季资本开支77.23亿美元，远超航天发射与星链业务开支总和。</p><p>但SpaceX对其AI部门寄予极高的期望。<strong>其在招股书中描绘，未来SpaceX理论最大潜在收入规模高达到28.5万亿美元；其中，太空发射仅占3700亿美元，星链的全球通信收入规模为1.6万亿美元，而人工智能市场收入将为26.5万亿美元，站绝对大头。</strong></p><p>这是一个堪称完全是天方夜谭的难以想象的数字。</p><p>但现实却极其骨感，<strong>目前AI业务仅靠与Anthropic、谷歌的月度算力租赁订单维持基本营收，暂无自研大模型闭环能力，规划中的太空太阳能算力中心、百太瓦级超级算力体系，更像是一个为了支撑高估值而画的远期叙事大饼。</strong></p><h2 id=\"id_2934211599\">03、超2万亿估值到底值不值？</h2><p>站在2.11万亿美元的市值关口，SpaceX也成为了近年美股分歧最极致的超级IPO。</p><p>一边是散户疯狂抢购、资金扎堆狂欢，一边是顶级机构、资深资本大佬公开看空、预警泡沫。</p><p><strong>市场最大的争议核心是：一家持续亏损、年营收不足200亿美元的企业，是否配得上碾压众多千亿营收科技巨头的天价估值？</strong></p><p>从估值指标看，苹果10倍、特斯拉15倍、英伟达25倍的市销率尚且贴合行业可理解的合理区间，而SpaceX市销率高达百倍，已经完全脱离传统估值体系，让人无法理解认同；</p><p>从经营基本面看，SpaceX成立以来累计亏损413亿美元，2026年一季度亏损再度扩大710%，扩张完全依靠外部融资输血，暂无明确盈利拐点；</p><p>从风险层面看，马斯克手握超84%投票权的绝对集权模式缺乏股东制衡，治理风险突出，同时星舰迭代屡次失败、太空AI算力商业化落地渺茫，宏大叙事的兑现概率极低。</p><p>但依旧有大量顶级资本与产业机构坚定押注，他们的核心共识在于，SpaceX突破了传统企业估值框架，其价值不在于当期盈利，而在于独家垄断的太空+AI下一代基础设施赛道，稀缺性无可替代。</p><p><strong>高盛预计，SpaceX的人工智能业务收入到2030年将激增约100倍，其人工智能部门的收入将从2025年的32亿美元增长至2030年的3220亿美元。SpaceX的总收入预计将在2030年达到4740亿美元。</strong></p><p>与多头狂热形成鲜明对比的是，大量权威机构、资深做空资本对SpaceX天价估值发出严厉预警，认为本轮行情完全脱离基本面，是情绪与叙事催生的巨大泡沫。</p><p><strong>知名大空头、《华尔街最精准做空者》詹姆斯·查诺斯公开炮轰，直言SpaceX是一场彻头彻尾的“希望与梦想式IPO”，其近2万亿美元的估值完全依托市场对马斯克的个人信仰，而非真实财务表现。</strong></p><p>他批评，市场在为一家自由现金流为负、持续大额烧钱的企业支付史诗级溢价，在任何合理的长期经营假设下，该估值都无法成立，本质是资本炒作的海市蜃楼。</p><p>IPO当日，评级机构CFRA率先发布独家“卖出”评级，给出115美元目标价，较135美元发行价折价近15%，核心理由是SpaceX估值严重透支，星链的微薄盈利持续被星舰、xAI两大吞金业务吞噬，且AI赛道入局较晚，无核心差异化优势，难以兑现万亿级市场预期。</p><p>晨星（Morningstar）研报更为激进，分析师尼古拉斯·欧文斯将其公允价值仅定为63美元，较发行价腰斩超53%，公允估值仅7800亿美元，理由是当前估值过高溢价完全是市场为太空数据中心、火星殖民等未落地、高风险远期概念支付的空想价格，不可能成为现实。</p><h2 id=\"id_4016552975\">04、结语</h2><p>SpaceX的史诗级IPO狂欢，可以说是全球资本对“太空+AI”下一代基础设施的极致押注。</p><p>短期来看，依托稀缺赛道、稳固壁垒与完善的资本防护体系，SpaceX的高估值仍有支撑空间。</p><p>但长期而言，万亿市值能否站稳，最终不取决于叙事有多宏大，而取决于星舰技术能否落地、太空AI算力能否商业化、持续亏损的循环能否打破。</p><p>这场属于星辰大海的资本盛宴，终究需要真实的技术突破与盈利能力来买单。</p></body></html>","source":"gelonghui_highlight","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>市值2.1万亿美元！SpaceX到底值不值？</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市值2.1万亿美元！SpaceX到底值不值？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-06-14 08:25 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/p/5189815><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>史诗级的时代赌局美东时间6月12日，美股迎来史上最炸裂IPO。SpaceX正式登陆纳斯达克，彻底引爆全球资本狂欢。上市首日，SpaceX大涨19.22%，市值突破2.11万亿美元，一举超越Meta、特斯拉、博通等科技巨头，跻身美国第六大市值公司。一夜之间，马斯克个人身家也因此突破1万亿美元，成为人类历史上首位“万亿富翁”。同时，SpaceX上市还创造了约4400名百万美元富豪，其中约400名身家将...</p>\n\n<a href=\"https://www.gelonghui.com/p/5189815\">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/1ccbfdfde15f3bdc8fa15fad42df9a33","relate_stocks":{"SPCX":"SPAC and New Issue ETF","BK4089":"非传统电信运营商","SPCU":"2倍做多SpaceX ETF-Defiance","SNK":"2倍做空SpaceX ETF-GraniteShares","LOFF":"2倍做多SpaceX ETF-Direxion","SPCF":"2倍做多SpaceX ETF-ProShares","BK4615":"SpaceX概念","SPCH":"2倍做多SpaceX ETF-Leverage Shares","UFO":"Procure Space ETF","SPAL":"2倍做多Space X ETF-GraniteShares","DXYZ":"Destiny Tech100 Inc","XOVR":"ERShares Private-Public Crossover ETF"},"source_url":"https://www.gelonghui.com/p/5189815","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2643214530","content_text":"史诗级的时代赌局美东时间6月12日，美股迎来史上最炸裂IPO。SpaceX正式登陆纳斯达克，彻底引爆全球资本狂欢。上市首日，SpaceX大涨19.22%，市值突破2.11万亿美元，一举超越Meta、特斯拉、博通等科技巨头，跻身美国第六大市值公司。一夜之间，马斯克个人身家也因此突破1万亿美元，成为人类历史上首位“万亿富翁”。同时，SpaceX上市还创造了约4400名百万美元富豪，其中约400名身家将超过1亿美元，他们来自SpaceX的现任或前任员工及早期投资者。还有一大批华尔街基金、投行机构们也在这场盛宴中获利百亿甚至千亿美元，回报倍数高达几十、上百倍！但狂欢背后，也伴随巨大争议。一家年营收不足200亿美元、成立24年持续反复亏损、2025年净亏损高达49.37亿美元的企业，却以超100倍的市销率，撑起超2.1万亿美元的天价市值。这到底是硬核科技的提前兑现，还是资本市场吹出来的超级泡沫？01、极速上市的背后正常顶级科技IPO，都要磨几年：合规打磨、机构博弈、反复定价。但SpaceX的上市进程，堪称美股史上罕见的“极速通关”：摒弃了传统企业的拖沓流程，在短短一年时间内敲定方案、落地发行、完成挂牌，以750亿美元募资额刷新全球IPO纪录。更反常的是，马斯克以前一直坚决抵制上市。他多次公开表示：二级市场的短期业绩压力、舆论束缚，会拖死星舰、火星殖民这种超长周期的硬核项目。如今180度的态度反转、突破常规的上市速度、反行业惯例的发行规则，足以说明这绝非简单的上市融资需求，而更可能是一场精准卡位、套利、做高估值的资本操作。SpaceX执意快速上市的核心内因之一，是为了通过资产并购嵌套，解决劣质资产无法独立上市的难题，同时完成税务层面的极致优化。首先，马斯克旗下xAI+X（原推特）累计背负175亿美元债务，长期持续亏损、无稳定造血能力，如果单独上市不仅门槛不够，而且估值溢价也会被压得非常低，根本不划算。于是马斯克设计了一套嵌套并购：把亏损的AI、社交资产，捆绑SpaceX最赚钱的星链、垄断市场的航天业务一起上市。靠星链的优质盈利抹平财报短板，顺利达标美股上市规则。同时还盘活了xAI的历史亏损抵税额度，未来可帮公司省下百亿级税费，堪称“亏损变资产”的顶级财技。更关键的是，纯航天赛道估值天花板极低，绑定AI热门概念后，成功脱离传统航天估值锚点，制造出“太空+AI”的协同想象，直接拉高企业估值上限。另外，SpaceX极速上市，也是为了精准卡位美股科技泡沫与AI资本红利的最后窗口期，本质是一场“抢跑收割”。当前美股科技板块处于阶段性历史高位，后续随时有可能热度消退，一旦错过当下窗口，后续市场下行、AI热钱退潮，公司募资规模、整体估值、股东套现收益都会大幅缩水。这也是为什么SpaceX、OpenAI、Anthropic等一众AI巨头均在加速筹备上市的原因。当下“太空+AI”的双重稀缺概念，是当下资本市场最具想象力的叙事组合，SpaceX选择在此热度顶峰期上市，能够最大化享受赛道红利，实现远超传统航天企业的估值定价。值得一提的是，不同于普通新股上市需等待3个月观察期才能纳入指数，纳斯达克为SpaceX开通快速通道，上市仅15个交易日即可纳入纳斯达克100指数，并上调权重。这意味着，全球超12万亿美元追踪纳指100的被动基金、养老金、401K退休金账户，将按照规则强制被动买入SpaceX，形成百亿级确定性刚性买盘，为股价筑牢底部支撑。这套规则红利具备极强的时效性，窗口期转瞬即逝，越早上市，套利空间越大、资金托底效果越显著。也是SpaceX必须火速落地的关键原因。02、一边烧钱、一边讲故事支撑SpaceX万亿估值的核心，是其独家构建的“航天发射+卫星互联网+AI算力”三大业务闭环，但三大板块现实价值天差地别，这也是资本市场争议其估值的核心来源。根据招股书显示，SpaceX在2025财年的合并营收为186.74亿美元，合并净利润由2024财年的7.91亿美元变为亏损49.37亿美元。2026年一季度，SpaceX实现合并营收46.94亿美元，实现合并净利润为亏损42.76亿美元，合并调整后息税前利润则为11.27亿美元。其中，作为技术底座的航天发射业务，是行业绝对龙头，却持续亏损。目前SpaceX累计完成超650次发射，85%以上任务实现火箭复用，2025年入轨载荷占全球总量80%以上，垄断全球商业航天发射市场。猎鹰9号、重型猎鹰、龙飞船、星舰四大产品线全覆盖，手握NASA、美国国防部长期大额订单，2025年该板块营收超40亿美元。但受星舰持续高强度研发投入拖累，全年运营亏损6.57亿美元，仅能承担技术迭代、市场卡位的战略功能，无法贡献利润。作为唯一现金牛的星链卫星互联网业务，是公司估值的核心基本面支撑。2025年，星链卫星互联网业务营收达113.87亿美元，占公司总营收60.9%，运营净利润高达44.23亿美元，两年间利润增长近10倍。截至2026年3月，星链在轨卫星超9600颗，占全球活跃卫星75%，覆盖164个国家和地区，付费用户突破1030万。不过这一块业务也有隐忧，随着市场向欠发达地区下沉，单用户月均收入从2023年99美元降至66美元，增收不增利的增长瓶颈逐步凸显。而作为远期估值故事的AI业务，是烧钱主力，落地尚遥遥无期。2026年2月SpaceX收购xAI，正式将AI列为三大核心业务，布局AI算力基建、Grok大模型与轨道太空数据中心。目前AI部门由于xAI用于采购及建设大规模算力中心导致的巨额资本支出，仍处于大幅亏损状态。2025年AI业务亏损63.55亿美元，2026年一季度再亏24.69亿美元，单季资本开支77.23亿美元，远超航天发射与星链业务开支总和。但SpaceX对其AI部门寄予极高的期望。其在招股书中描绘，未来SpaceX理论最大潜在收入规模高达到28.5万亿美元；其中，太空发射仅占3700亿美元，星链的全球通信收入规模为1.6万亿美元，而人工智能市场收入将为26.5万亿美元，站绝对大头。这是一个堪称完全是天方夜谭的难以想象的数字。但现实却极其骨感，目前AI业务仅靠与Anthropic、谷歌的月度算力租赁订单维持基本营收，暂无自研大模型闭环能力，规划中的太空太阳能算力中心、百太瓦级超级算力体系，更像是一个为了支撑高估值而画的远期叙事大饼。03、超2万亿估值到底值不值？站在2.11万亿美元的市值关口，SpaceX也成为了近年美股分歧最极致的超级IPO。一边是散户疯狂抢购、资金扎堆狂欢，一边是顶级机构、资深资本大佬公开看空、预警泡沫。市场最大的争议核心是：一家持续亏损、年营收不足200亿美元的企业，是否配得上碾压众多千亿营收科技巨头的天价估值？从估值指标看，苹果10倍、特斯拉15倍、英伟达25倍的市销率尚且贴合行业可理解的合理区间，而SpaceX市销率高达百倍，已经完全脱离传统估值体系，让人无法理解认同；从经营基本面看，SpaceX成立以来累计亏损413亿美元，2026年一季度亏损再度扩大710%，扩张完全依靠外部融资输血，暂无明确盈利拐点；从风险层面看，马斯克手握超84%投票权的绝对集权模式缺乏股东制衡，治理风险突出，同时星舰迭代屡次失败、太空AI算力商业化落地渺茫，宏大叙事的兑现概率极低。但依旧有大量顶级资本与产业机构坚定押注，他们的核心共识在于，SpaceX突破了传统企业估值框架，其价值不在于当期盈利，而在于独家垄断的太空+AI下一代基础设施赛道，稀缺性无可替代。高盛预计，SpaceX的人工智能业务收入到2030年将激增约100倍，其人工智能部门的收入将从2025年的32亿美元增长至2030年的3220亿美元。SpaceX的总收入预计将在2030年达到4740亿美元。与多头狂热形成鲜明对比的是，大量权威机构、资深做空资本对SpaceX天价估值发出严厉预警，认为本轮行情完全脱离基本面，是情绪与叙事催生的巨大泡沫。知名大空头、《华尔街最精准做空者》詹姆斯·查诺斯公开炮轰，直言SpaceX是一场彻头彻尾的“希望与梦想式IPO”，其近2万亿美元的估值完全依托市场对马斯克的个人信仰，而非真实财务表现。他批评，市场在为一家自由现金流为负、持续大额烧钱的企业支付史诗级溢价，在任何合理的长期经营假设下，该估值都无法成立，本质是资本炒作的海市蜃楼。IPO当日，评级机构CFRA率先发布独家“卖出”评级，给出115美元目标价，较135美元发行价折价近15%，核心理由是SpaceX估值严重透支，星链的微薄盈利持续被星舰、xAI两大吞金业务吞噬，且AI赛道入局较晚，无核心差异化优势，难以兑现万亿级市场预期。晨星（Morningstar）研报更为激进，分析师尼古拉斯·欧文斯将其公允价值仅定为63美元，较发行价腰斩超53%，公允估值仅7800亿美元，理由是当前估值过高溢价完全是市场为太空数据中心、火星殖民等未落地、高风险远期概念支付的空想价格，不可能成为现实。04、结语SpaceX的史诗级IPO狂欢，可以说是全球资本对“太空+AI”下一代基础设施的极致押注。短期来看，依托稀缺赛道、稳固壁垒与完善的资本防护体系，SpaceX的高估值仍有支撑空间。但长期而言，万亿市值能否站稳，最终不取决于叙事有多宏大，而取决于星舰技术能否落地、太空AI算力能否商业化、持续亏损的循环能否打破。这场属于星辰大海的资本盛宴，终究需要真实的技术突破与盈利能力来买单。","news_type":1,"symbols_score_info":{"XOVR":1.5,"SNK":1.5,"SPCX":1.5,"SPCF":0.6,"SPAL":1.5,"SPCH":0.6,"SPCU":1.5,"DXYZ":1.5,"LOFF":0.6,"UFO":0.6}},"isVote":1,"tweetType":1,"viewCount":690,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":575038932228344,"gmtCreate":1781404316621,"gmtModify":1781404565344,"author":{"id":"3514972561437889","authorId":"3514972561437889","name":"小韭菜头","avatar":"https://static.tigerbbs.com/8637a57d4fb6896edea0788dfb1b3bcb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514972561437889","authorIdStr":"3514972561437889"},"themes":[],"title":"","htmlText":"她的操作也看不出有什么特别好的地方","listText":"她的操作也看不出有什么特别好的地方","text":"她的操作也看不出有什么特别好的地方","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/575038932228344","repostId":"2643321415","repostT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07:30","market":"other","language":"zh","title":"抛AMD、减持特斯拉，木头姐4.4亿美元重仓SpaceX","url":"https://stock-news.laohu8.com/highlight/detail?id=2643321415","media":"华尔街见闻","summary":"木头姐ARK基金披露，旗下多只ETF合计以约4.43亿美元买入约329万股SpaceX私募股份，使其成为ARK Venture Fund第一大持仓（占净资产11.38%）。与此同时，ARK大举减持AMD、特斯拉、百度等成熟科技股。","content":"<html><head></head><body><blockquote><p>木头姐ARK基金披露，旗下多只ETF合计以约4.43亿美元买入约329万股SpaceX私募股份，使其成为ARK Venture Fund第一大持仓（占净资产11.38%）。与此同时，ARK大举减持AMD、特斯拉、百度等成熟科技股。</p></blockquote><p style=\"text-align: left;\">木头姐把最大的一注，押在了SpaceX身上。</p><p style=\"text-align: left;\">6月12日，凯西·伍德（Cathie Wood）旗下ARK Invest披露最新交易记录。这一天，ARK旗下多只ETF合计买入约329万股SpaceX，总金额约4.43亿美元。</p><p style=\"text-align: left;\">值得注意的是，这笔买入走的是ARK Venture Fund这个专门投资私募市场的基金通道。换句话说，这不是在二级市场买股票，而是在IPO前以私募方式拿筹码。</p><p style=\"text-align: left;\">与此同时，ARK大幅减持AMD、特斯拉、百度等多只成熟科技股，腾出资金集中押注太空赛道。这一系列操作，清晰勾勒出ARK当前的资产重配方向。</p><p style=\"text-align: left;\">此次买入后，SpaceX已成为ARK Venture Fund的第一大持仓，占基金净资产比例达11.38%（截至5月31日数据）。</p><h2 id=\"id_356699102\" style=\"text-align: left;\">4.4亿美元买的是什么？</h2><p style=\"text-align: left;\">ARK买入的SpaceX股份，来自私募市场，而非公开交易所。</p><p style=\"text-align: left;\">这意味着这批股份的定价，依赖私募市场谈判，而非公开市场的连续报价。在SpaceX正式上市之前，这些持仓无法像普通股票一样随时买卖。</p><p style=\"text-align: left;\">据Crypto Briefing报道，SpaceX已于2026年4月1日提交保密S-1草案，目标登陆纳斯达克，IPO目标估值高达<strong>1.75万亿美元</strong>。若成真，SpaceX将在上市首日跻身全球最有价值的公司之列——这一量级，是许多科技巨头花了数十年才达到的。</p><p style=\"text-align: left;\">ARK最早在2023年底入场SpaceX，彼时公司估值不足2000亿美元。此后ARK持续加仓，并在2026年初通过SpaceX与xAI的合并进一步增加了敞口。到2024年，SpaceX估值已升至3500亿美元。</p><h2 id=\"id_2989935657\">卖了什么：AMD、特斯拉、百度全线减持</h2><p style=\"text-align: left;\">为了给SpaceX腾仓位，ARK这一天的卖出清单相当密集。</p><p style=\"text-align: left;\">据路透社报道，ARK通过ARKQ、ARKW及ARKX三只ETF合计出售约8万股AMD，套现约<strong>3930万美元</strong>，延续此前持续削减AMD仓位的趋势。</p><p style=\"text-align: left;\">同日，ARK还减持了：</p><ul style=\"\"><li><p style=\"text-align: left;\"><strong>特斯拉</strong>：约3.99万股，涉及金额约<strong>1590万美元</strong></p></li><li><p style=\"text-align: left;\"><strong>百度</strong>：约6.74万股，套现约<strong>783万美元</strong></p></li><li><p style=\"text-align: left;\"><strong>Roku</strong>：约9.88万股，套现约<strong>1182万美元</strong>（连续两日减持）</p></li><li><p style=\"text-align: left;\"><strong>火箭实验室（Rocket Lab）</strong>：约5.07万股，套现约<strong>582万美元</strong></p></li><li><p style=\"text-align: left;\">此外还减持了CrowdStrike、Cloudflare、Veracyte等多只股票</p></li></ul><p style=\"text-align: left;\">从卖出名单来看，ARK减持的既有芯片（AMD）、流媒体（Roku）、自动驾驶（特斯拉），也有网络安全（CrowdStrike、Cloudflare）和基因组学（10X Genomics）——几乎是对现有科技持仓的全面瘦身，资金集中流向SpaceX这一单一押注。</p><h2 id=\"id_2245976949\" style=\"text-align: left;\">第一大仓位，但集中度风险不容忽视</h2><p style=\"text-align: left;\">SpaceX占ARK Venture Fund净资产的11.38%，是基金内单一最大持仓。</p><p style=\"text-align: left;\">值得注意的是，这一比例在今年3月31日时更高，达到17.02%，此后有所下降——可能是ARK主动再平衡，也可能是其他持仓相对增值所致。</p><p style=\"text-align: left;\">据Crypto Briefing报道，ARK内部模型对SpaceX的长期估值相当激进：基准情景下，2030年企业价值约<strong>2.5万亿美元</strong>；乐观情景约<strong>3.1万亿美元</strong>；即便是悲观情景，也约<strong>1.7万亿美元</strong>，与IPO目标估值基本持平。</p><p style=\"text-align: left;\">但集中度是把双刃剑。超过11%的单一私募持仓，意味着SpaceX IPO的成败，将对ARK Venture Fund的净值产生直接且显著的影响。如果上市后估值被压缩，这一集中度同样会放大损失。</p><h2 id=\"id_920464681\" style=\"text-align: left;\">ARK Venture Fund：让散户进入私募市场的“通道”</h2><p style=\"text-align: left;\">ARK Venture Fund的设计初衷，正是让普通投资者能够参与私募市场。</p><p style=\"text-align: left;\">过去，SpaceX这类公司的IPO前股份，几乎只对养老金、主权财富基金等机构开放。ARK通过ARKVX，把这扇门向散户打开了一条缝。</p><p style=\"text-align: left;\">但代价是流动性。私募股份不能随时卖出，估值在两轮融资之间更多依赖判断而非市场定价。投资者买入的，是一个&#34;等待上市&#34;的故事，而不是可以随时退出的流动资产。</p><h2 id=\"id_3507888319\" style=\"text-align: left;\">这笔交易的底层逻辑</h2><p style=\"text-align: left;\">ARK的核心投资逻辑是：最大的财富创造，发生在公司上市之前。</p><p style=\"text-align: left;\">SpaceX的估值轨迹，是这一逻辑的有力注脚——从不足2000亿美元到IPO目标估值1.75万亿美元，涨幅接近9倍。ARK认为，等到公司上市再买，已经错过了最肥的一段。</p><p style=\"text-align: left;\">但这套逻辑也有其边界：私募市场的估值，在上市前更多是&#34;艺术&#34;而非&#34;科学&#34;。公开市场的定价发现，往往会对私募估值形成重新检验。SpaceX的IPO，将是对ARK这笔4.4亿美元押注的最终考验。</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>抛AMD、减持特斯拉，木头姐4.4亿美元重仓SpaceX</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ 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0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n抛AMD、减持特斯拉，木头姐4.4亿美元重仓SpaceX\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-06-14 07:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>木头姐ARK基金披露，旗下多只ETF合计以约4.43亿美元买入约329万股SpaceX私募股份，使其成为ARK Venture Fund第一大持仓（占净资产11.38%）。与此同时，ARK大举减持AMD、特斯拉、百度等成熟科技股。</p></blockquote><p style=\"text-align: left;\">木头姐把最大的一注，押在了SpaceX身上。</p><p style=\"text-align: left;\">6月12日，凯西·伍德（Cathie Wood）旗下ARK Invest披露最新交易记录。这一天，ARK旗下多只ETF合计买入约329万股SpaceX，总金额约4.43亿美元。</p><p style=\"text-align: left;\">值得注意的是，这笔买入走的是ARK Venture Fund这个专门投资私募市场的基金通道。换句话说，这不是在二级市场买股票，而是在IPO前以私募方式拿筹码。</p><p style=\"text-align: left;\">与此同时，ARK大幅减持AMD、特斯拉、百度等多只成熟科技股，腾出资金集中押注太空赛道。这一系列操作，清晰勾勒出ARK当前的资产重配方向。</p><p style=\"text-align: left;\">此次买入后，SpaceX已成为ARK Venture Fund的第一大持仓，占基金净资产比例达11.38%（截至5月31日数据）。</p><h2 id=\"id_356699102\" style=\"text-align: left;\">4.4亿美元买的是什么？</h2><p style=\"text-align: left;\">ARK买入的SpaceX股份，来自私募市场，而非公开交易所。</p><p style=\"text-align: left;\">这意味着这批股份的定价，依赖私募市场谈判，而非公开市场的连续报价。在SpaceX正式上市之前，这些持仓无法像普通股票一样随时买卖。</p><p style=\"text-align: left;\">据Crypto Briefing报道，SpaceX已于2026年4月1日提交保密S-1草案，目标登陆纳斯达克，IPO目标估值高达<strong>1.75万亿美元</strong>。若成真，SpaceX将在上市首日跻身全球最有价值的公司之列——这一量级，是许多科技巨头花了数十年才达到的。</p><p style=\"text-align: left;\">ARK最早在2023年底入场SpaceX，彼时公司估值不足2000亿美元。此后ARK持续加仓，并在2026年初通过SpaceX与xAI的合并进一步增加了敞口。到2024年，SpaceX估值已升至3500亿美元。</p><h2 id=\"id_2989935657\">卖了什么：AMD、特斯拉、百度全线减持</h2><p style=\"text-align: left;\">为了给SpaceX腾仓位，ARK这一天的卖出清单相当密集。</p><p style=\"text-align: left;\">据路透社报道，ARK通过ARKQ、ARKW及ARKX三只ETF合计出售约8万股AMD，套现约<strong>3930万美元</strong>，延续此前持续削减AMD仓位的趋势。</p><p style=\"text-align: left;\">同日，ARK还减持了：</p><ul style=\"\"><li><p style=\"text-align: left;\"><strong>特斯拉</strong>：约3.99万股，涉及金额约<strong>1590万美元</strong></p></li><li><p style=\"text-align: left;\"><strong>百度</strong>：约6.74万股，套现约<strong>783万美元</strong></p></li><li><p style=\"text-align: left;\"><strong>Roku</strong>：约9.88万股，套现约<strong>1182万美元</strong>（连续两日减持）</p></li><li><p style=\"text-align: left;\"><strong>火箭实验室（Rocket Lab）</strong>：约5.07万股，套现约<strong>582万美元</strong></p></li><li><p style=\"text-align: left;\">此外还减持了CrowdStrike、Cloudflare、Veracyte等多只股票</p></li></ul><p style=\"text-align: left;\">从卖出名单来看，ARK减持的既有芯片（AMD）、流媒体（Roku）、自动驾驶（特斯拉），也有网络安全（CrowdStrike、Cloudflare）和基因组学（10X Genomics）——几乎是对现有科技持仓的全面瘦身，资金集中流向SpaceX这一单一押注。</p><h2 id=\"id_2245976949\" style=\"text-align: left;\">第一大仓位，但集中度风险不容忽视</h2><p style=\"text-align: left;\">SpaceX占ARK Venture Fund净资产的11.38%，是基金内单一最大持仓。</p><p style=\"text-align: left;\">值得注意的是，这一比例在今年3月31日时更高，达到17.02%，此后有所下降——可能是ARK主动再平衡，也可能是其他持仓相对增值所致。</p><p style=\"text-align: left;\">据Crypto Briefing报道，ARK内部模型对SpaceX的长期估值相当激进：基准情景下，2030年企业价值约<strong>2.5万亿美元</strong>；乐观情景约<strong>3.1万亿美元</strong>；即便是悲观情景，也约<strong>1.7万亿美元</strong>，与IPO目标估值基本持平。</p><p style=\"text-align: left;\">但集中度是把双刃剑。超过11%的单一私募持仓，意味着SpaceX IPO的成败，将对ARK Venture Fund的净值产生直接且显著的影响。如果上市后估值被压缩，这一集中度同样会放大损失。</p><h2 id=\"id_920464681\" style=\"text-align: left;\">ARK Venture Fund：让散户进入私募市场的“通道”</h2><p style=\"text-align: left;\">ARK Venture Fund的设计初衷，正是让普通投资者能够参与私募市场。</p><p style=\"text-align: left;\">过去，SpaceX这类公司的IPO前股份，几乎只对养老金、主权财富基金等机构开放。ARK通过ARKVX，把这扇门向散户打开了一条缝。</p><p style=\"text-align: left;\">但代价是流动性。私募股份不能随时卖出，估值在两轮融资之间更多依赖判断而非市场定价。投资者买入的，是一个&#34;等待上市&#34;的故事，而不是可以随时退出的流动资产。</p><h2 id=\"id_3507888319\" style=\"text-align: left;\">这笔交易的底层逻辑</h2><p style=\"text-align: left;\">ARK的核心投资逻辑是：最大的财富创造，发生在公司上市之前。</p><p style=\"text-align: left;\">SpaceX的估值轨迹，是这一逻辑的有力注脚——从不足2000亿美元到IPO目标估值1.75万亿美元，涨幅接近9倍。ARK认为，等到公司上市再买，已经错过了最肥的一段。</p><p style=\"text-align: left;\">但这套逻辑也有其边界：私募市场的估值，在上市前更多是&#34;艺术&#34;而非&#34;科学&#34;。公开市场的定价发现，往往会对私募估值形成重新检验。SpaceX的IPO，将是对ARK这笔4.4亿美元押注的最终考验。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0fb0479ff67cd3a760cdce353bcb60ed","relate_stocks":{"LU0173614495.USD":"富达中国焦点A","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4598":"佩洛西持仓","BK4551":"寇图资本持仓","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) 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Fund这个专门投资私募市场的基金通道。换句话说，这不是在二级市场买股票，而是在IPO前以私募方式拿筹码。与此同时，ARK大幅减持AMD、特斯拉、百度等多只成熟科技股，腾出资金集中押注太空赛道。这一系列操作，清晰勾勒出ARK当前的资产重配方向。此次买入后，SpaceX已成为ARK Venture Fund的第一大持仓，占基金净资产比例达11.38%（截至5月31日数据）。4.4亿美元买的是什么？ARK买入的SpaceX股份，来自私募市场，而非公开交易所。这意味着这批股份的定价，依赖私募市场谈判，而非公开市场的连续报价。在SpaceX正式上市之前，这些持仓无法像普通股票一样随时买卖。据Crypto Briefing报道，SpaceX已于2026年4月1日提交保密S-1草案，目标登陆纳斯达克，IPO目标估值高达1.75万亿美元。若成真，SpaceX将在上市首日跻身全球最有价值的公司之列——这一量级，是许多科技巨头花了数十年才达到的。ARK最早在2023年底入场SpaceX，彼时公司估值不足2000亿美元。此后ARK持续加仓，并在2026年初通过SpaceX与xAI的合并进一步增加了敞口。到2024年，SpaceX估值已升至3500亿美元。卖了什么：AMD、特斯拉、百度全线减持为了给SpaceX腾仓位，ARK这一天的卖出清单相当密集。据路透社报道，ARK通过ARKQ、ARKW及ARKX三只ETF合计出售约8万股AMD，套现约3930万美元，延续此前持续削减AMD仓位的趋势。同日，ARK还减持了：特斯拉：约3.99万股，涉及金额约1590万美元百度：约6.74万股，套现约783万美元Roku：约9.88万股，套现约1182万美元（连续两日减持）火箭实验室（Rocket Lab）：约5.07万股，套现约582万美元此外还减持了CrowdStrike、Cloudflare、Veracyte等多只股票从卖出名单来看，ARK减持的既有芯片（AMD）、流媒体（Roku）、自动驾驶（特斯拉），也有网络安全（CrowdStrike、Cloudflare）和基因组学（10X Genomics）——几乎是对现有科技持仓的全面瘦身，资金集中流向SpaceX这一单一押注。第一大仓位，但集中度风险不容忽视SpaceX占ARK Venture Fund净资产的11.38%，是基金内单一最大持仓。值得注意的是，这一比例在今年3月31日时更高，达到17.02%，此后有所下降——可能是ARK主动再平衡，也可能是其他持仓相对增值所致。据Crypto Briefing报道，ARK内部模型对SpaceX的长期估值相当激进：基准情景下，2030年企业价值约2.5万亿美元；乐观情景约3.1万亿美元；即便是悲观情景，也约1.7万亿美元，与IPO目标估值基本持平。但集中度是把双刃剑。超过11%的单一私募持仓，意味着SpaceX IPO的成败，将对ARK Venture Fund的净值产生直接且显著的影响。如果上市后估值被压缩，这一集中度同样会放大损失。ARK Venture Fund：让散户进入私募市场的“通道”ARK Venture Fund的设计初衷，正是让普通投资者能够参与私募市场。过去，SpaceX这类公司的IPO前股份，几乎只对养老金、主权财富基金等机构开放。ARK通过ARKVX，把这扇门向散户打开了一条缝。但代价是流动性。私募股份不能随时卖出，估值在两轮融资之间更多依赖判断而非市场定价。投资者买入的，是一个\"等待上市\"的故事，而不是可以随时退出的流动资产。这笔交易的底层逻辑ARK的核心投资逻辑是：最大的财富创造，发生在公司上市之前。SpaceX的估值轨迹，是这一逻辑的有力注脚——从不足2000亿美元到IPO目标估值1.75万亿美元，涨幅接近9倍。ARK认为，等到公司上市再买，已经错过了最肥的一段。但这套逻辑也有其边界：私募市场的估值，在上市前更多是\"艺术\"而非\"科学\"。公开市场的定价发现，往往会对私募估值形成重新检验。SpaceX的IPO，将是对ARK这笔4.4亿美元押注的最终考验。","news_type":1,"symbols_score_info":{"AMDD":0.6,"AMD":1.84,"AMUU":0.6,"TSLI":0.6,"09766":0.6,"AMDL":0.6,"TSLZ":0.6,"AMDG":0.6,"TSLA":1.87,"07366":0.6,"TSLR":0.6,"AMYY":0.6,"ARKX":1.8,"ARKW":1.8,"09366":0.6,"AMDY":0.6,"TSL":0.6,"TSLY":0.6,"07766":0.6,"AMDU":0.6,"TSLS":0.6,"TSLG":0.6,"TEST":0.6,"AMDS":0.6,"TSLQ":0.6,"CRSH":0.6,"SPCX":1.81,"AMDW":0.6,"TSLW":0.6,"TLA":0.6,"TSLO":0.6,"TSII":0.6,"DAMD":0.6,"TSLP":0.6,"TSLT":0.6,"TESL":0.6,"ARKQ":1.8,"TSYY":0.6,"TSDD":0.6}},"isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":574098857493256,"gmtCreate":1781174732354,"gmtModify":1781183969242,"author":{"id":"3514972561437889","authorId":"3514972561437889","name":"小韭菜头","avatar":"https://static.tigerbbs.com/8637a57d4fb6896edea0788dfb1b3bcb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514972561437889","authorIdStr":"3514972561437889"},"themes":[],"title":"","htmlText":"不会吧，没必要啊","listText":"不会吧，没必要啊","text":"不会吧，没必要啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/574098857493256","repostId":"1168485426","repostType":2,"repost":{"id":"1168485426","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":1781174476,"share":"https://www.laohunote.com/m/news/1168485426?lang=zh_CN&edition=full","pubTime":"2026-06-11 18:41","market":"other","language":"zh","title":"三星办公室因涉嫌内幕交易遭到突击搜查","url":"https://stock-news.laohu8.com/highlight/detail?id=1168485426","media":"老虎资讯综合","summary":"三星办公室因涉嫌内幕交易遭到突击搜查。","content":"<html><head></head><body>据韩联社，三星办公室因涉嫌内幕交易遭到突击搜查。</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>三星办公室因涉嫌内幕交易遭到突击搜查</title>\n<style 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18:41</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body>据韩联社，三星办公室因涉嫌内幕交易遭到突击搜查。</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/83a889b72015cbc53a5f2d8fd313e1cc","relate_stocks":{"SSNLF":"三星电子"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168485426","content_text":"据韩联社，三星办公室因涉嫌内幕交易遭到突击搜查。","news_type":1,"symbols_score_info":{"SSNLF":2}},"isVote":1,"tweetType":1,"viewCount":444,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":574063236318352,"gmtCreate":1781166037349,"gmtModify":1781167235122,"author":{"id":"3514972561437889","authorId":"3514972561437889","name":"小韭菜头","avatar":"https://static.tigerbbs.com/8637a57d4fb6896edea0788dfb1b3bcb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514972561437889","authorIdStr":"3514972561437889"},"themes":[],"title":"","htmlText":"<a 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href=\"https://laohu8.com/S/03388\">$创想三维(03388)$</a> 这是绿鞋","text":"$创想三维(03388)$ 这是绿鞋","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/570566335472600","isVote":1,"tweetType":1,"viewCount":794,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":565824704697944,"gmtCreate":1779175174825,"gmtModify":1779175176813,"author":{"id":"3514972561437889","authorId":"3514972561437889","name":"小韭菜头","avatar":"https://static.tigerbbs.com/8637a57d4fb6896edea0788dfb1b3bcb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514972561437889","authorIdStr":"3514972561437889"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/09911\">$赤子城科技(09911)$&nbsp;</a> 香港股市很难给股票估值，感觉随心情．暗庄明庄，交易少流动性一般。。","listText":"<a href=\"https://laohu8.com/S/09911\">$赤子城科技(09911)$&nbsp;</a> 香港股市很难给股票估值，感觉随心情．暗庄明庄，交易少流动性一般。。","text":"$赤子城科技(09911)$ 香港股市很难给股票估值，感觉随心情．暗庄明庄，交易少流动性一般。。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/565824704697944","isVote":1,"tweetType":1,"viewCount":1051,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":564436558890920,"gmtCreate":1778836285681,"gmtModify":1778836288233,"author":{"id":"3514972561437889","authorId":"3514972561437889","name":"小韭菜头","avatar":"https://static.tigerbbs.com/8637a57d4fb6896edea0788dfb1b3bcb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514972561437889","authorIdStr":"3514972561437889"},"themes":[],"title":"","htmlText":"我也公布建仓特斯拉。美光，amd，英伟达。","listText":"我也公布建仓特斯拉。美光，amd，英伟达。","text":"我也公布建仓特斯拉。美光，amd，英伟达。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/564436558890920","repostId":"1133471498","repostType":2,"repost":{"id":"1133471498","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":1778835858,"share":"https://www.laohunote.com/m/news/1133471498?lang=zh_CN&edition=full","pubTime":"2026-05-15 17:04","market":"us","language":"zh","title":"比尔·阿克曼称已建仓微软，称微软正处在技术变革拐点","url":"https://stock-news.laohu8.com/highlight/detail?id=1133471498","media":"老虎资讯综合","summary":"将公开一项新的投资——建仓微软。","content":"<html><head></head><body><p>知名对冲基金经理比尔·阿克曼周五披露，其执掌的潘兴广场已建立<a href=\"https://laohu8.com/S/MSFT\" title=\"微软\" class=\"\">微软</a>新仓位。阿克曼在声明中表示，微软近期股价回调创造了“令人信服的估值机会”，他特别看好Azure云业务的增长潜力以及Copilot人工智能助手在企业级市场的广阔前景。</p><p>阿克曼将此次投资与此前成功布局Alphabet、<a href=\"https://laohu8.com/S/AMZN\" title=\"亚马逊\" class=\"\">亚马逊</a>和<a href=\"https://laohu8.com/S/META\" title=\"Meta\" class=\"\">Meta</a>的经历相提并论，认为微软正处在类似的技术变革拐点。</p><p>微软持续逆市拉升，盘中涨约4%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c8a2419fd1545e526090a2b3e004b27f\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p></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\" 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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\">2026-05-15 17:04</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>知名对冲基金经理比尔·阿克曼周五披露，其执掌的潘兴广场已建立<a href=\"https://laohu8.com/S/MSFT\" title=\"微软\" class=\"\">微软</a>新仓位。阿克曼在声明中表示，微软近期股价回调创造了“令人信服的估值机会”，他特别看好Azure云业务的增长潜力以及Copilot人工智能助手在企业级市场的广阔前景。</p><p>阿克曼将此次投资与此前成功布局Alphabet、<a href=\"https://laohu8.com/S/AMZN\" title=\"亚马逊\" class=\"\">亚马逊</a>和<a href=\"https://laohu8.com/S/META\" title=\"Meta\" class=\"\">Meta</a>的经历相提并论，认为微软正处在类似的技术变革拐点。</p><p>微软持续逆市拉升，盘中涨约4%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c8a2419fd1545e526090a2b3e004b27f\" tg-width=\"560\" tg-height=\"240\" data-image-type=\"kline\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/54720eb51050254e71d6298681bc4fdb","relate_stocks":{"MSFT":"微软"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133471498","content_text":"知名对冲基金经理比尔·阿克曼周五披露，其执掌的潘兴广场已建立微软新仓位。阿克曼在声明中表示，微软近期股价回调创造了“令人信服的估值机会”，他特别看好Azure云业务的增长潜力以及Copilot人工智能助手在企业级市场的广阔前景。阿克曼将此次投资与此前成功布局Alphabet、亚马逊和Meta的经历相提并论，认为微软正处在类似的技术变革拐点。微软持续逆市拉升，盘中涨约4%。","news_type":1,"symbols_score_info":{"MSFT":1}},"isVote":1,"tweetType":1,"viewCount":777,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":556643933491344,"gmtCreate":1776927899652,"gmtModify":1776927901711,"author":{"id":"3514972561437889","authorId":"3514972561437889","name":"小韭菜头","avatar":"https://static.tigerbbs.com/8637a57d4fb6896edea0788dfb1b3bcb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514972561437889","authorIdStr":"3514972561437889"},"themes":[],"title":"","htmlText":"<a 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不接受内地自然人和法人申购","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/552132695509136","isVote":1,"tweetType":1,"viewCount":2266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":552132760564704,"gmtCreate":1775832606024,"gmtModify":1775832608040,"author":{"id":"3514972561437889","authorId":"3514972561437889","name":"小韭菜头","avatar":"https://static.tigerbbs.com/8637a57d4fb6896edea0788dfb1b3bcb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514972561437889","authorIdStr":"3514972561437889"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a> 不接受内地投资人申购？","listText":"<a href=\"https://laohu8.com/S/06656\">$思格新能(06656)$</a> 不接受内地投资人申购？","text":"$思格新能(06656)$ 不接受内地投资人申购？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/552132760564704","isVote":1,"tweetType":1,"viewCount":853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":530827445274024,"gmtCreate":1770617436112,"gmtModify":1770617438068,"author":{"id":"3514972561437889","authorId":"3514972561437889","name":"小韭菜头","avatar":"https://static.tigerbbs.com/8637a57d4fb6896edea0788dfb1b3bcb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514972561437889","authorIdStr":"3514972561437889"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/02720\">$乐欣户外(02720)$</a> 全员中签？","listText":"<a href=\"https://laohu8.com/S/02720\">$乐欣户外(02720)$</a> 全员中签？","text":"$乐欣户外(02720)$ 全员中签？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/530827445274024","isVote":1,"tweetType":1,"viewCount":2412,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4199402801634512","authorId":"4199402801634512","name":"嗯是要睡了","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"4199402801634512","authorIdStr":"4199402801634512"},"content":"并不是 [流泪]","text":"并不是 [流泪]","html":"并不是 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16:01","market":"sh","language":"zh","title":"比亚迪回应要求供应商降价10%：年度议价是行业惯例","url":"https://stock-news.laohu8.com/highlight/detail?id=1196147473","media":"新浪财经","summary":"非强制要求，大家可协商推进。","content":"<html><head></head><body><p style=\"text-align: start;\">近日，网传一封有关比亚迪乘用车要求供应商降价的邮件称，2025年市场竞争将更加激烈，进入“大决战”、“淘汰赛”。为增强比亚迪乘用车竞争力，比亚迪需要整个供应链共同努力、持续降本。因此比亚迪对供应商所供货产品提出要求，即从2025年1月1日起降价10%。</p><p style=\"text-align: start;\">比亚迪品牌及公关处总经理李云飞回应称，与供应商的年度议价，是汽车行业的惯例。我们基于规模化大量采购，对供应商提出降价目标，非强制要求，大家可协商推进。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc217f12062bf47b09e3fd97e39d46cf\" alt=\"\" title=\"\" tg-width=\"550\" tg-height=\"297\"/></p><p>网传比亚迪要求供应商降价的邮件。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e496ad2b0956c5beb9646e182d32d20\" alt=\"编者附   来源：网络 \" title=\"编者附   来源：网络 \" tg-width=\"359\" tg-height=\"532\"/><span>编者附   来源：网络 </span></p><p></p></body></html>","source":"XLCJ","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>比亚迪回应要求供应商降价10%：年度议价是行业惯例</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n比亚迪回应要求供应商降价10%：年度议价是行业惯例\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-27 16:01 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/marketresearch/2024-11-27/doc-incxnmts3655897.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近日，网传一封有关比亚迪乘用车要求供应商降价的邮件称，2025年市场竞争将更加激烈，进入“大决战”、“淘汰赛”。为增强比亚迪乘用车竞争力，比亚迪需要整个供应链共同努力、持续降本。因此比亚迪对供应商所供货产品提出要求，即从2025年1月1日起降价10%。比亚迪品牌及公关处总经理李云飞回应称，与供应商的年度议价，是汽车行业的惯例。我们基于规模化大量采购，对供应商提出降价目标，非强制要求，大家可协商推进...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/marketresearch/2024-11-27/doc-incxnmts3655897.shtml\">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/45e5e005a453a59287c71f4cbf428610","relate_stocks":{"002594":"比亚迪","01211":"比亚迪股份"},"source_url":"https://finance.sina.com.cn/stock/marketresearch/2024-11-27/doc-incxnmts3655897.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1196147473","content_text":"近日，网传一封有关比亚迪乘用车要求供应商降价的邮件称，2025年市场竞争将更加激烈，进入“大决战”、“淘汰赛”。为增强比亚迪乘用车竞争力，比亚迪需要整个供应链共同努力、持续降本。因此比亚迪对供应商所供货产品提出要求，即从2025年1月1日起降价10%。比亚迪品牌及公关处总经理李云飞回应称，与供应商的年度议价，是汽车行业的惯例。我们基于规模化大量采购，对供应商提出降价目标，非强制要求，大家可协商推进。网传比亚迪要求供应商降价的邮件。编者附   来源：网络","news_type":1,"symbols_score_info":{"01211":1.1,"002594":1.1}},"isVote":1,"tweetType":1,"viewCount":1456,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579578747431012","authorId":"3579578747431012","name":"三千旗得圣","avatar":"https://static.tigerbbs.com/664c781fd79be1ae71127ad68a835035","crmLevel":1,"crmLevelSwitch":0,"idStr":"3579578747431012","authorIdStr":"3579578747431012"},"content":"这就是中国刁民，涨价说活不下去，降价说压榨，真难伺候哦","text":"这就是中国刁民，涨价说活不下去，降价说压榨，真难伺候哦","html":"这就是中国刁民，涨价说活不下去，降价说压榨，真难伺候哦"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":593024883237408,"gmtCreate":1785809096468,"gmtModify":1785809098688,"author":{"id":"3514972561437889","authorId":"3514972561437889","name":"小韭菜头","avatar":"https://static.tigerbbs.com/8637a57d4fb6896edea0788dfb1b3bcb","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3514972561437889","authorIdStr":"3514972561437889"},"themes":[],"title":"","htmlText":"和A股管理水平差不多，只是企业自身好点","listText":"和A股管理水平差不多，只是企业自身好点","text":"和A股管理水平差不多，只是企业自身好点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/593024883237408","repostId":"1159163740","repostType":2,"repost":{"id":"1159163740","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":1785808885,"share":"https://www.laohunote.com/m/news/1159163740?lang=zh_CN&edition=full","pubTime":"2026-08-04 10:01","market":"us","language":"zh","title":"韩股转升！韩国财长称将致力于改善股市结构和稳定性","url":"https://stock-news.laohu8.com/highlight/detail?id=1159163740","media":"老虎资讯综合","summary":"韩国KOSPI指数日内再度升逾1%，SK海力士、三星电子相继转升。 $南方两倍做多海力士(07709)$ 升 2%， $南方两倍做多三星电子(07747)$ 升 0.87%。 $SK海力士(SKHY)$夜盘升逾 1%， $3倍做多韩国ETF-Direxion(KORU)$升 5%， $韩国ETF-iShares MSCI(EWY)$升 2%。消息面上，韩国财政部长在内阁会议上发表讲话称，韩国将致力于改善股市结构和稳定性，韩国将着重加快落实ETF措施。","content":"<html><head></head><body><p style=\"text-align: left;\">韩国KOSPI指数日内再度升逾1%，SK海力士、三星电子相继转升。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/07709\">南方两倍做多海力士</a> 升 2%， <a href=\"https://laohu8.com/S/07747\">南方两倍做多三星电子</a> 升 0.87%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1d09e428811843f73c6670cd59a4cb44\" data-align=\"center\" tg-width=\"1072\" tg-height=\"168\"/><span></span></p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>夜盘升逾 1%， <a href=\"https://laohu8.com/S/KORU\">3倍做多韩国ETF-Direxion</a>升 5%， <a href=\"https://laohu8.com/S/EWY\">韩国ETF-iShares MSCI</a>升 2%。</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3c91aed5aaa447e72042aa9f2e2e0c64\" data-align=\"center\" tg-width=\"1072\" tg-height=\"476\"/><span></span></p><p style=\"text-align: left;\">消息面上，韩国财政部长在内阁会议上发表讲话称，韩国将致力于改善股市结构和稳定性，韩国将着重加快落实ETF措施。</p><p style=\"text-align: left;\"><span>韩国财政部长具润哲（Koo Yun Cheol）在内阁会议上表示，韩国将致力于改善市场基本面，以缓和股市波动，确保长期的结构性稳定。韩国近期已出台针对单只股票杠杆ETF的补充措施，并将重点推进这些措施的迅速落实。</span></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>韩股转升！韩国财长称将致力于改善股市结构和稳定性</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n韩股转升！韩国财长称将致力于改善股市结构和稳定性\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\">2026-08-04 10:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">韩国KOSPI指数日内再度升逾1%，SK海力士、三星电子相继转升。</p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/07709\">南方两倍做多海力士</a> 升 2%， <a href=\"https://laohu8.com/S/07747\">南方两倍做多三星电子</a> 升 0.87%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/1d09e428811843f73c6670cd59a4cb44\" data-align=\"center\" tg-width=\"1072\" tg-height=\"168\"/><span></span></p><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>夜盘升逾 1%， <a href=\"https://laohu8.com/S/KORU\">3倍做多韩国ETF-Direxion</a>升 5%， <a href=\"https://laohu8.com/S/EWY\">韩国ETF-iShares MSCI</a>升 2%。</p><p style=\"text-align: left;\"></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3c91aed5aaa447e72042aa9f2e2e0c64\" data-align=\"center\" tg-width=\"1072\" tg-height=\"476\"/><span></span></p><p style=\"text-align: left;\">消息面上，韩国财政部长在内阁会议上发表讲话称，韩国将致力于改善股市结构和稳定性，韩国将着重加快落实ETF措施。</p><p style=\"text-align: left;\"><span>韩国财政部长具润哲（Koo Yun Cheol）在内阁会议上表示，韩国将致力于改善市场基本面，以缓和股市波动，确保长期的结构性稳定。韩国近期已出台针对单只股票杠杆ETF的补充措施，并将重点推进这些措施的迅速落实。</span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5a4950290fa1422a46ead9982faf083c","relate_stocks":{"SKHY":"SK海力士","KORU":"3倍做多韩国ETF-Direxion","SKHU":"2倍做多海力士-ProShares","SKDD":"2倍做空海力士ETF-GraniteShares","HYNX":"2倍做多海力士ETF-T-REX","SKUU":"2倍做多海力士ETF-GraniteShares","07747":"南方两倍做多三星电子","SKHX":"2倍做多海力士ETF-Leverage Shares","07709":"南方两倍做多海力士","SK":"2倍做多海力士ETF-Corgi","SKHZ":"1倍做空海力士ETF-Leverage Shares","EWY":"韩国ETF-iShares MSCI"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1159163740","content_text":"韩国KOSPI指数日内再度升逾1%，SK海力士、三星电子相继转升。南方两倍做多海力士 升 2%， 南方两倍做多三星电子 升 0.87%。SK海力士夜盘升逾 1%， 3倍做多韩国ETF-Direxion升 5%， 韩国ETF-iShares MSCI升 2%。消息面上，韩国财政部长在内阁会议上发表讲话称，韩国将致力于改善股市结构和稳定性，韩国将着重加快落实ETF措施。韩国财政部长具润哲（Koo Yun 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15:51","market":"us","language":"zh","title":"戴尔剧透英伟达B200明年发布，能耗高达1000W，AI终极利好的是：能源？","url":"https://stock-news.laohu8.com/highlight/detail?id=2416792657","media":"硬AI","summary":"财报发布后，戴尔公司的首席运营官Jeff Clarke在新闻稿中透露：$英伟达$将于2025年推出载有“Blackwell”架构的B200产品，功耗或将达到1000W。这就相当于，B200的功耗将较H100增加40%以上。Clarke表示：“将在明年的B200上实现。”B200并未出现在英伟达去年10月份发布的技术路线图中。目前，英伟达也还尚未公布B100的详细信息，不过可能会在本月晚些时候即将举行的开发者大会上释出相关细节。AI终极利好的是——能源?","content":"<html><head></head><body><blockquote><p><strong>马斯克：美国现在芯片短缺，一年后会出现变压器短缺，大约两年内就会出现电力短缺。</strong></p></blockquote><p>“芯片荒”之后，人工智能市场还将面临“电力荒”？</p><p>受益于AI服务器需求激增，全球最大的服务器制造商之一<a href=\"https://laohu8.com/S/DELL\">戴尔</a>最新财季实现了超预期的营收，股价在过去12个月的时间里上涨了一倍多。</p><p>财报发布后，戴尔公司的首席运营官Jeff Clarke在新闻稿中透露：<strong><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>将于2025年推出载有“Blackwell”架构的B200产品，功耗或将达到1000W。</strong></p><p>Clarke还表示，戴尔的旗舰产品PowerEdge XE9680机架服务器采用了英伟达GPU，是该公司历史上“速度最快”的解决方案。</p><h2 id=\"id_3897657806\">B200功耗较H100增加40%以上</h2><p>目前，英伟达尚未透露Blackwell架构的详细信息，如果从芯片制造的角度、参考散热的基本经验法则（每mm²芯片面积最高散热量为1W）来看：</p><p>英伟达的H100（基于定制4nm级工艺技术构建）的功耗约为700W（包含HBM内存功率在内），并且考虑到芯片裸片的面积大小为814mm²，因此每平方毫米的功耗实际是低于1W的。这就相当于，<strong>B200的功耗将较H100增加40%以上。</strong></p><p>有媒体机构分析指出，H200很可能会基于另一种性能增强的工艺技术构建，比如采用3nm级的工艺技术构建。</p><p>并且考虑到芯片消耗的功率以及所需的散热量，<strong>B100可能会成为该公司的第一个双芯片设计生产的GPU</strong>，从而使其具有更大的表面积来散热。据悉，AMD和<a href=\"https://laohu8.com/S/INTC\">英特尔</a>采用了具有多芯片设计的GPU架构，或将成为一种行业趋势。</p><p>除了能耗对芯片设计提出要求外，谈及AI和高性能计算（HPC）应用，还需要考虑到<strong>如何平衡这些FLOPS所需的高功率和同时释放的热能。</strong></p><p>FLOPS（floating-point operations per second）是指每秒浮点运算次数，一般用来衡量硬件的性能。</p><p>对于软件开发人员来说，重要的是如何高效地使用这些FLOPS；而对于硬件开发人员来说，重要的是如何冷却产生这些FLOPS的处理器。</p><p><strong>而这正是戴尔Blackwell处理器的优势所在。</strong></p><p>Clarke表示：</p><blockquote><p>“（英伟达下一代AI及HPC GPU）将在明年的B200上实现。”</p><p>“我们将有机会展示我们的工程技术和我们的行动速度，以及我们作为行业领导者所做的工作，<strong>将我们的专业技术用于实现液冷的规模化性能，无论是流体化学和性能方面的工作，还是我们的互连工作、我们正在做的遥测工作、我们正在做的电源管理工作。</strong>这确实让我们做好了准备，将其大规模推向市场，以利用市场上将存在的这种令人难以置信的计算能力或强度或能力。”</p></blockquote><p>B200并未出现在英伟达去年10月份发布的技术路线图中。目前，英伟达也还尚未公布B100的详细信息，不过可能会在本月晚些时候即将举行的开发者大会上释出相关细节。</p><h2 id=\"id_2264833316\">AI终极利好的是——能源?</h2><p>随着人工智能技术发展，市场眼下对芯片的需求激增，但这之后还将面临着电力需求的激增。</p><p>从行业来看，人工智能领域的蓬勃几乎重塑了本就炙手可热的数据中心市场。有相关数据显示，十年前全球数据中心市场的耗电量为100亿瓦，而如今1000亿瓦的水平已十分常见。</p><p>尽管目前人工智能仅占全球数据中心规模的一小部分。但根据美国Uptime Institute的预测，<strong>到2025年，人工智能业务在全球数据中心用电量中的占比将从2%猛增到10%。</strong></p><p>有策略师分析表示，AI技术发展利好能源股：</p><blockquote><p>“越来越多的人开始意识到，大型人工智能服务器群将需要大量能源，这正在提高一些投资者的兴趣，开始将投资范围扩大至电力、油气在内的相关能源领域，核能也开始受到关注。”</p></blockquote><p>马斯克此前也表现对出能源前景的担忧。去年年底他在一档播客节目中表示，<strong>美国现在有芯片短缺，一年后会出现变压器短缺，大约两年内就会出现电力短缺。</strong></p><p>有媒体报道称，美国目前的变压器需求主要靠进口补足。随着向更清洁电力系统转型，电网不断扩容，对变压器的需求将激增，如果不采取进一步行动，到2030年美国将面临一道难以逾越的国内供应缺口。</p></body></html>","source":"lsy1690508328926","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>戴尔剧透英伟达B200明年发布，能耗高达1000W，AI终极利好的是：能源？</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戴尔剧透英伟达B200明年发布，能耗高达1000W，AI终极利好的是：能源？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-03 15:51 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3709509><strong>硬AI</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>马斯克：美国现在芯片短缺，一年后会出现变压器短缺，大约两年内就会出现电力短缺。“芯片荒”之后，人工智能市场还将面临“电力荒”？受益于AI服务器需求激增，全球最大的服务器制造商之一戴尔最新财季实现了超预期的营收，股价在过去12个月的时间里上涨了一倍多。财报发布后，戴尔公司的首席运营官Jeff Clarke在新闻稿中透露：英伟达将于2025年推出载有“Blackwell”架构的B200产品，功耗或将...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3709509\">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/18fca5c26f886bf806bc1f3e72168422","relate_stocks":{"BK4581":"高盛持仓","DELL":"戴尔","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4543":"AI","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4567":"ESG概念","BK4141":"半导体产品","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4585":"ETF&股票定投概念","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","BK4503":"景林资产持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4529":"IDC概念","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" 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XE9680机架服务器采用了英伟达GPU，是该公司历史上“速度最快”的解决方案。B200功耗较H100增加40%以上目前，英伟达尚未透露Blackwell架构的详细信息，如果从芯片制造的角度、参考散热的基本经验法则（每mm²芯片面积最高散热量为1W）来看：英伟达的H100（基于定制4nm级工艺技术构建）的功耗约为700W（包含HBM内存功率在内），并且考虑到芯片裸片的面积大小为814mm²，因此每平方毫米的功耗实际是低于1W的。这就相当于，B200的功耗将较H100增加40%以上。有媒体机构分析指出，H200很可能会基于另一种性能增强的工艺技术构建，比如采用3nm级的工艺技术构建。并且考虑到芯片消耗的功率以及所需的散热量，B100可能会成为该公司的第一个双芯片设计生产的GPU，从而使其具有更大的表面积来散热。据悉，AMD和英特尔采用了具有多芯片设计的GPU架构，或将成为一种行业趋势。除了能耗对芯片设计提出要求外，谈及AI和高性能计算（HPC）应用，还需要考虑到如何平衡这些FLOPS所需的高功率和同时释放的热能。FLOPS（floating-point operations per second）是指每秒浮点运算次数，一般用来衡量硬件的性能。对于软件开发人员来说，重要的是如何高效地使用这些FLOPS；而对于硬件开发人员来说，重要的是如何冷却产生这些FLOPS的处理器。而这正是戴尔Blackwell处理器的优势所在。Clarke表示：“（英伟达下一代AI及HPC GPU）将在明年的B200上实现。”“我们将有机会展示我们的工程技术和我们的行动速度，以及我们作为行业领导者所做的工作，将我们的专业技术用于实现液冷的规模化性能，无论是流体化学和性能方面的工作，还是我们的互连工作、我们正在做的遥测工作、我们正在做的电源管理工作。这确实让我们做好了准备，将其大规模推向市场，以利用市场上将存在的这种令人难以置信的计算能力或强度或能力。”B200并未出现在英伟达去年10月份发布的技术路线图中。目前，英伟达也还尚未公布B100的详细信息，不过可能会在本月晚些时候即将举行的开发者大会上释出相关细节。AI终极利好的是——能源?随着人工智能技术发展，市场眼下对芯片的需求激增，但这之后还将面临着电力需求的激增。从行业来看，人工智能领域的蓬勃几乎重塑了本就炙手可热的数据中心市场。有相关数据显示，十年前全球数据中心市场的耗电量为100亿瓦，而如今1000亿瓦的水平已十分常见。尽管目前人工智能仅占全球数据中心规模的一小部分。但根据美国Uptime Institute的预测，到2025年，人工智能业务在全球数据中心用电量中的占比将从2%猛增到10%。有策略师分析表示，AI技术发展利好能源股：“越来越多的人开始意识到，大型人工智能服务器群将需要大量能源，这正在提高一些投资者的兴趣，开始将投资范围扩大至电力、油气在内的相关能源领域，核能也开始受到关注。”马斯克此前也表现对出能源前景的担忧。去年年底他在一档播客节目中表示，美国现在有芯片短缺，一年后会出现变压器短缺，大约两年内就会出现电力短缺。有媒体报道称，美国目前的变压器需求主要靠进口补足。随着向更清洁电力系统转型，电网不断扩容，对变压器的需求将激增，如果不采取进一步行动，到2030年美国将面临一道难以逾越的国内供应缺口。","news_type":1,"symbols_score_info":{"NVDA":1,"DELL":1}},"isVote":1,"tweetType":1,"viewCount":4055,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3484797445429308","authorId":"3484797445429308","name":"Jinqiang_Q","avatar":"https://static.tigerbbs.com/cf4a5fe6038450d25d652fcbab1ddc58","crmLevel":3,"crmLevelSwitch":1,"idStr":"3484797445429308","authorIdStr":"3484797445429308"},"content":"偏？天朝新能源遥遥领先好吧[捂脸]","text":"偏？天朝新能源遥遥领先好吧[捂脸]","html":"偏？天朝新能源遥遥领先好吧[捂脸]"},{"author":{"id":"3490871611350835","authorId":"3490871611350835","name":"专注着爱自由","avatar":"https://static.tigerbbs.com/685a1405b524146bac280af8b55bab8f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3490871611350835","authorIdStr":"3490871611350835"},"content":"新能源目前就我们发展得最好","text":"新能源目前就我们发展得最好","html":"新能源目前就我们发展得最好"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}