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Alex_0099
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IP属地:海外
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Alex_0099
11-21 12:18
恭喜苏妈!
“半导体女王”AMD 苏姿丰当选美国半导体行业协会主席
Alex_0099
11-21 00:55
空头太凶
Alex_0099
11-20
不出海,造芯片,一错再错!
Alex_0099
11-20
$理想汽车-W(02015)$
理想即没守住增程,又没造好电车,出海更是晚了三年。
Alex_0099
11-20
$小鹏汽车-W(09868)$
要有耐心
Alex_0099
11-20
跟着老舅一起起飞,260见
Alex_0099
11-20
$Circle Internet Corp.(CRCL)$
无底洞
Alex_0099
11-20
$美国超微公司(AMD)$
buy dip
Alex_0099
11-19
$美国超微公司(AMD)$
开盘不知道往那走了[看涨]
Alex_0099
11-19
好运气
Alex_0099
11-18
$小鹏汽车(XPEV)$
恶性竞争,互相抄袭,毛利率不断下降,资本市场蛀虫满地。好的了?
Alex_0099
11-16
Replying to
@水到渠成180
:真惨//
@水到渠成180
:没有涨跌幅的市场,投机真不是随便能玩的。此票才几天,高位进去,本金就只剩20%了
Alex_0099
11-16
钱烧的太猛,CDS没有降息支持,空头大刀猛砍。
Alex_0099
11-16
$CoreWeave, Inc.(CRWV)$
散户真可怜,机构转向茫然不知,还眼巴巴的做发财梦。
Alex_0099
11-14
$APPLIED DIGITAL CORP(APLD)$
多少小散被量子计算,稀土,核能热门套死?
Alex_0099
11-14
AI sentiment like a girl
Alex_0099
11-14
alex wang就是一个笑话
图灵奖得主杨立昆离职创业,Meta股票蒸发1400亿
Alex_0099
11-07
两个老男人联合起来欺负一个女人
AMD:英特尔和英伟达的合作将加剧竞争,带来更大定价压力
Alex_0099
11-06
吃饱了撑的,十万亿的1.2%还不满足?
特斯拉股东大会前瞻:马斯克薪酬、董事会选举与xAI投资之争
Alex_0099
11-06
不是集中度管理吗?
去老虎APP查看更多动态
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10:55","market":"us","language":"zh","title":"“半导体女王”AMD 苏姿丰当选美国半导体行业协会主席","url":"https://stock-news.laohu8.com/highlight/detail?id=2585198514","media":"IT之家","summary":"IT之家 11 月 21 日消息,美国半导体行业协会今天发布公告,宣布 AMD 董事长兼首席执行官苏姿丰当选为该协会董事会主席。图源:SIA 官方公告IT之家注:美国半导体行业协会成立于 1977 年,是代表美国半导体行业的贸易协会和游说团体,致力于维护行业利益、推动美国半导体产业的领导地位。对于此次任命,苏姿丰表示:半导体产业是美国创新的核心,对经济增长和国家安全至关重要,能在如此重要的时刻担任 SIA 主席,我深感荣幸。","content":"<html><body><article><p>IT之家 11 月 21 日消息,美国半导体行业协会(SIA)今天(11 月 21 日)发布公告,<strong>宣布 <a href=\"https://laohu8.com/S/AMD\">AMD</a> 董事长兼首席执行官苏姿丰当选为该协会董事会主席。</strong></p><img src=\"https://inews.gtimg.com/om_bt/Owwp9qn8Is6X504qK4uPC2ffN12m7nvGvHSiQY__9vXtMAA/0\"/><p>图源:SIA 官方公告</p><p>IT之家注:美国半导体行业协会(SIA)成立于 1977 年,是代表美国半导体行业的贸易协会和游说团体,致力于维护行业利益、推动美国半导体产业的领导地位。</p><p>SIA 作为美国半导体产业的核心代言机构,<strong>其成员公司贡献了全美半导体行业 99% 的收入,并涵盖了全球近三分之二的非美国芯片企业</strong>,在行业内拥有举足轻重的地位。</p><p>SIA 总裁兼首席执行官 John Neuffer 对苏姿丰的当选表示热烈欢迎,他强调:</p><p>在半导体行业迎来激动人心且至关重要的时刻,我们非常高兴地欢迎苏姿丰博士担任 SIA 主席。数十年来,她不断推动半导体创新的边界,是我们行业中一位极其强大且富有影响力的领导者。</p><p>我们期待在她未来的领导下,共同推动促进芯片领域增长与创新的政策,确保美国在这一基础性和变革性技术中保持领先地位。</p><p>公告中写道苏姿丰博士在半导体行业深耕三十余年,拥有卓越的履历。在担任 AMD 董事长兼 CEO 期间,她成功领导公司转型,让其成为全球高性能计算领域的领导者和先进 AI 芯片的关键供应商。</p><p>在加入 AMD 前,苏姿丰还曾在飞思卡尔半导体(现为<a href=\"https://laohu8.com/S/NXPI\">恩智浦</a>半导体)、<a href=\"https://laohu8.com/S/IBM\">IBM</a> 和<a href=\"https://laohu8.com/S/TXN\">德州仪器</a>等知名公司担任过领导职务。苏姿丰拥有麻省理工学院的电气工程博士学位,并于 2020 年荣获行业最高荣誉 —— 罗伯特・诺伊斯奖。</p><p>对于此次任命,苏姿丰表示:</p><p>半导体产业是美国创新的核心,对经济增长和国家安全至关重要,能在如此重要的时刻担任 SIA 主席,我深感荣幸。</p><p>我期待与 SIA 董事会的同仁们并肩工作,共同致力于加强美国半导体的竞争力,拓展我们的创新基础,为未来打造一个更强大的芯片产业。</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\" 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#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“半导体女王”AMD 苏姿丰当选美国半导体行业协会主席\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-21 10:55 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251121105751a707f5fd&s=b><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT之家 11 月 21 日消息,美国半导体行业协会(SIA)今天(11 月 21 日)发布公告,宣布 AMD 董事长兼首席执行官苏姿丰当选为该协会董事会主席。图源:SIA 官方公告IT之家注:美国半导体行业协会(SIA)成立于 1977 年,是代表美国半导体行业的贸易协会和游说团体,致力于维护行业利益、推动美国半导体产业的领导地位。SIA 作为美国半导体产业的核心代言机构,其成员公司贡献了全美...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251121105751a707f5fd&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","BK4529":"IDC概念","LU0109392836.USD":"富兰克林科技股A","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","BK4534":"瑞士信贷持仓","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4573":"虚拟现实","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY 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LeCun(中文名:杨立昆),即将从Meta离职创业。消息曝出,Meta股价下跌1.5%,市值蒸发1400亿元!</p><p>这位大神有多牛?</p><p>他不仅是深度学习领域的奠基人之一——其开创的卷积神经网络(CNN)架构为现代AI发展铺平了道路,并为他赢得了计算机领域的最高荣誉“图灵奖”;他一手创建FAIR实验室,并帮助Meta奠定其在行业内的AI地位。</p><p>然而,如今他在Meta的处境,却是另一番景象:他坚持的技术路线在内部失势,团队核心被裁,甚至要向小30岁的年轻高管汇报。</p><p>杨立昆与扎克伯格最终走向决裂,核心原因在于对AGI(Artificial General Intelligence,通用人工智能)路线的选择:后者砸重金追逐当下最热门的LLM(Large Language Model,大语言模型)路线,杨立昆则视LLM为AGI路上的岔路,认为“世界模型”技术路线才是走向AGI的正确道路。</p><p>这场决绝的分手,已然超出个人职业变动,成为一场关乎AI未来发展路线的“道统”之争。</p><p>理念冲突,愤然离职</p><p>杨立昆要离职,怎么看都是被扎克伯格一顿骚操作气走的。</p><p>说起来,整个2025年,扎克伯格过的都有点糟心。</p><p>以DeepSeek为代表的竞争者在MoE(混合专家模型)架构上实现突破,不断挑战Meta在开源领域的领先地位;另一方面,Meta自己的Llama4模型系列市场反馈平淡,表现不如ChatGPT和Gemini;Meta AI聊天机器人推出后,也未能得到市场认可。</p><p>种种表现不及预期,彻底引爆了扎克伯格的焦虑,并将战略调整推向了极端。</p><p>财务上,公司三季度财报显示,Meta今年将用于AI军备竞赛的资本支出,提升至700亿美元。</p><p>组织上,Meta经过4次大的架构调整后,集中资源支持新成立的“超级智能实验室”(MSL),实验室下设立四大部门,由新任首席AI官Alexandr·Wang领导,杨立昆领导的FAIR实验室也属四部门之一。</p><p>因此,现在的杨立昆要向比他小30多岁的Alexandr·Wang汇报工作,连自己团队产出的学术论文也需要得到审批后才可发表。</p><p>这位奠基者的角色,从战略领导者逐渐沦为公司吉祥物。</p><p>不仅如此,在Alexandr·Wang主导之下,FAIR科学家田渊栋连同他的强化学习与规划团队被裁撤。作为FAIR的核心骨干,田渊栋团队是杨立昆实现其“世界模型”愿景所依赖的关键技术。这不仅是砍掉了他实验室的未来,也代表公司彻底抛弃了他所主张的AI路线。</p><p>杨立昆和公司还在核心理念上出现了分歧。杨立昆坚持Llama模型开源,公司内部的激进派出于商业利益考虑,倾向闭源。</p><p>除这些分歧,其实双方合作的裂缝,在ChatGPT横空出世的那一刻,就开始出现了。</p><p>作为引领业内技术发展10年的Meta,在ChatGPT出现的时候,竟然对LLM技术完全没有研究,科技媒体和行业分析师的普遍观点认为,Meta失去大模型先发优势,是杨立昆的技术判断带来的关键后果。</p><p>据《The Information》等多家媒体报道,正是杨立昆坚持LLM路线是技术“死胡同”的战略判断,让Meta错过了2020-2022年最关键的兵力部署窗口期。当竞争对手倾巢而出时,Meta的后知后觉,引发了公司内部团队的强烈不满与挫败感,认为这位首席科学家的判断耽误了战机,阻碍了公司商业变现的步伐。</p><p>说白了,不管是扎克伯格搞出种种事端边缘化杨立昆,还是杨立昆提出离职,根本原因,是由底层技术路线的分歧而导致。</p><p>但是,这场分手不管有多决绝,却依然掩盖不了他们曾经共同缔造的<a href=\"https://laohu8.com/S/002296\">辉煌</a>。</p><p>也曾蜜月,携手登顶</p><p>杨立昆与Meta的合作始于2013年,当时公司名还是<a href=\"https://laohu8.com/S/META\">Facebook</a>。</p><p>扎克伯格亲自邀请杨立昆加入Facebook,任命为首席人工智能科学家,专注于公司的长期战略规划和科学领导力,是Meta AI品牌形象的象征。</p><p>在接下来的十年里,双方处于最美好的“蜜月期”。杨立昆一手创建了FAIR(Facebook人工智能研究院)。公司给予FAIR最大的特权:允许团队base设在纽约,独立于硅谷总部,核心使命是推动基础科学,发表顶级论文,并将研究成果向全球开源,不直接服务于产品线。</p><p>这段时间,Facebook凭借其在社交网络领域的垄断地位,公司股价从低位一路飙升,收入和<span>净利润</span>不断创下新高。这种背景下,扎克伯格为杨立昆的长期基础研究提供了充足的资金和计算资源。</p><p>FAIR在纽约、巴黎、蒙特利尔等多地设立了研究中心,在全球吸纳顶尖AI人才,并拥有独立的文化和研究自由度。</p><p>杨立昆也没有辜负小扎的信任。其早期贡献的卷积神经网络(CNN)架构,经过团队的深化与应用,直接成为了Meta旗下社交应用中图像识别、物体检测和内容分类等核心功能的技术基石。</p><p>2018年,杨立昆与其他两位深度学习先驱共同获得图灵奖,更是将Meta在基础AI研究领域的声誉推向了顶峰,也让FAIR成为了Meta科技实力和开源精神的代名词。</p><p>在他开源思想的影响下,Meta随后发布的Llama系列大型语言模型,以及许多基础模型研究成果,都采取了开源策略。这一做法不仅加速了全球AI社区的进步,也帮助Meta在开发者生态中建立了强大的影响力。</p><p>然而,天下没有不散的筵席。商业竞争的残酷与基础研究的理想主义最终还是迎头相撞。</p><p>技术之争,究竟谁对?</p><p>不管市场现在对LLM有多狂热,在AI通往AGI的战场上,杨立昆认为Meta选错了方向。</p><p>他将LLM贬斥为“黑暗中的文字匠”。认为它们看似能言善辩,不过是基于海量文本的概率预测,像一个毫无常识、无法推理、不懂物理世界的精致复读机。这种靠数据堆砌的战术,永远无法攻克AGI这块最硬的骨头。</p><p>“我们有了会考试聊天的语言模型,但家务机器人在哪里?哪怕像猫那样灵巧的机器人都没有出现。”</p><p>除了用猫来做比喻,他也通过举人类自然学习的例子,阐述过他眼中的LLM。比如一个长到4岁的小孩,仅通过视觉获取的信息量,就有10的15次方字节,远超LLM读遍的所有互联网文本。但小孩已经掌握了基本的物理直觉和语言,LLM 耗费这么多数据,智能仍然很有限。</p><p>“光靠喂文本,不可能达到人类水平智能。这条路永远走不通。”他如此评价。</p><p>杨立昆认为,“世界模型”才是真正的AGI攻坚利器。它的核心任务,是通过观察世界来学习,而不是通过阅读文本来记忆。让AI就像人类学习那样,先理解重力、因果关系这些物理常识,然后在内部构建一个抽象、可预测、因果一致的“虚拟世界”。</p><p>他设想的AI架构是模块化的:感知模块、世界模型模块、记忆模块、行动模块,各司其职。不像LLM那样把所有知识和推理揉在一个巨型网络里。</p><p>这种强调通过物理和感官互动来理解世界的方法,与具身智能领域对下一代AI的看法高度相似。</p><p>这是一个极具野心但也极其漫长的愿景,杨立昆自己也承认,这可能是一个需要10年才能完全开发的长期架构。这显然无法满足扎克伯格对快速追赶的产品需求。</p><p>这场出走,是杨立昆用自己的全部声誉和未来,为“世界模型”理论下的最大一场赌注。他宁可花十年时间走一条自己认可的慢路,也不愿在别人的快车道上耗尽心血。</p><p><strong>更多精彩内容,关注钛媒体微信号(ID:taimeiti),或者下载钛媒体App</strong></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>图灵奖得主杨立昆离职创业,Meta股票蒸发1400亿</title>\n<style 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\"AD\" (HKD) INC","LU0690374961.EUR":"FUNDSMITH EQUITY \"R\" (EUR) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251113163407a6f6828d&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2583552643","content_text":"文 | 新质动能,作者|沛林,编辑|沐风一个离职消息,让AI界震动。图灵奖得主、Meta首席科学家Yann LeCun(中文名:杨立昆),即将从Meta离职创业。消息曝出,Meta股价下跌1.5%,市值蒸发1400亿元!这位大神有多牛?他不仅是深度学习领域的奠基人之一——其开创的卷积神经网络(CNN)架构为现代AI发展铺平了道路,并为他赢得了计算机领域的最高荣誉“图灵奖”;他一手创建FAIR实验室,并帮助Meta奠定其在行业内的AI地位。然而,如今他在Meta的处境,却是另一番景象:他坚持的技术路线在内部失势,团队核心被裁,甚至要向小30岁的年轻高管汇报。杨立昆与扎克伯格最终走向决裂,核心原因在于对AGI(Artificial General Intelligence,通用人工智能)路线的选择:后者砸重金追逐当下最热门的LLM(Large Language Model,大语言模型)路线,杨立昆则视LLM为AGI路上的岔路,认为“世界模型”技术路线才是走向AGI的正确道路。这场决绝的分手,已然超出个人职业变动,成为一场关乎AI未来发展路线的“道统”之争。理念冲突,愤然离职杨立昆要离职,怎么看都是被扎克伯格一顿骚操作气走的。说起来,整个2025年,扎克伯格过的都有点糟心。以DeepSeek为代表的竞争者在MoE(混合专家模型)架构上实现突破,不断挑战Meta在开源领域的领先地位;另一方面,Meta自己的Llama4模型系列市场反馈平淡,表现不如ChatGPT和Gemini;Meta AI聊天机器人推出后,也未能得到市场认可。种种表现不及预期,彻底引爆了扎克伯格的焦虑,并将战略调整推向了极端。财务上,公司三季度财报显示,Meta今年将用于AI军备竞赛的资本支出,提升至700亿美元。组织上,Meta经过4次大的架构调整后,集中资源支持新成立的“超级智能实验室”(MSL),实验室下设立四大部门,由新任首席AI官Alexandr·Wang领导,杨立昆领导的FAIR实验室也属四部门之一。因此,现在的杨立昆要向比他小30多岁的Alexandr·Wang汇报工作,连自己团队产出的学术论文也需要得到审批后才可发表。这位奠基者的角色,从战略领导者逐渐沦为公司吉祥物。不仅如此,在Alexandr·Wang主导之下,FAIR科学家田渊栋连同他的强化学习与规划团队被裁撤。作为FAIR的核心骨干,田渊栋团队是杨立昆实现其“世界模型”愿景所依赖的关键技术。这不仅是砍掉了他实验室的未来,也代表公司彻底抛弃了他所主张的AI路线。杨立昆和公司还在核心理念上出现了分歧。杨立昆坚持Llama模型开源,公司内部的激进派出于商业利益考虑,倾向闭源。除这些分歧,其实双方合作的裂缝,在ChatGPT横空出世的那一刻,就开始出现了。作为引领业内技术发展10年的Meta,在ChatGPT出现的时候,竟然对LLM技术完全没有研究,科技媒体和行业分析师的普遍观点认为,Meta失去大模型先发优势,是杨立昆的技术判断带来的关键后果。据《The Information》等多家媒体报道,正是杨立昆坚持LLM路线是技术“死胡同”的战略判断,让Meta错过了2020-2022年最关键的兵力部署窗口期。当竞争对手倾巢而出时,Meta的后知后觉,引发了公司内部团队的强烈不满与挫败感,认为这位首席科学家的判断耽误了战机,阻碍了公司商业变现的步伐。说白了,不管是扎克伯格搞出种种事端边缘化杨立昆,还是杨立昆提出离职,根本原因,是由底层技术路线的分歧而导致。但是,这场分手不管有多决绝,却依然掩盖不了他们曾经共同缔造的辉煌。也曾蜜月,携手登顶杨立昆与Meta的合作始于2013年,当时公司名还是Facebook。扎克伯格亲自邀请杨立昆加入Facebook,任命为首席人工智能科学家,专注于公司的长期战略规划和科学领导力,是Meta AI品牌形象的象征。在接下来的十年里,双方处于最美好的“蜜月期”。杨立昆一手创建了FAIR(Facebook人工智能研究院)。公司给予FAIR最大的特权:允许团队base设在纽约,独立于硅谷总部,核心使命是推动基础科学,发表顶级论文,并将研究成果向全球开源,不直接服务于产品线。这段时间,Facebook凭借其在社交网络领域的垄断地位,公司股价从低位一路飙升,收入和净利润不断创下新高。这种背景下,扎克伯格为杨立昆的长期基础研究提供了充足的资金和计算资源。FAIR在纽约、巴黎、蒙特利尔等多地设立了研究中心,在全球吸纳顶尖AI人才,并拥有独立的文化和研究自由度。杨立昆也没有辜负小扎的信任。其早期贡献的卷积神经网络(CNN)架构,经过团队的深化与应用,直接成为了Meta旗下社交应用中图像识别、物体检测和内容分类等核心功能的技术基石。2018年,杨立昆与其他两位深度学习先驱共同获得图灵奖,更是将Meta在基础AI研究领域的声誉推向了顶峰,也让FAIR成为了Meta科技实力和开源精神的代名词。在他开源思想的影响下,Meta随后发布的Llama系列大型语言模型,以及许多基础模型研究成果,都采取了开源策略。这一做法不仅加速了全球AI社区的进步,也帮助Meta在开发者生态中建立了强大的影响力。然而,天下没有不散的筵席。商业竞争的残酷与基础研究的理想主义最终还是迎头相撞。技术之争,究竟谁对?不管市场现在对LLM有多狂热,在AI通往AGI的战场上,杨立昆认为Meta选错了方向。他将LLM贬斥为“黑暗中的文字匠”。认为它们看似能言善辩,不过是基于海量文本的概率预测,像一个毫无常识、无法推理、不懂物理世界的精致复读机。这种靠数据堆砌的战术,永远无法攻克AGI这块最硬的骨头。“我们有了会考试聊天的语言模型,但家务机器人在哪里?哪怕像猫那样灵巧的机器人都没有出现。”除了用猫来做比喻,他也通过举人类自然学习的例子,阐述过他眼中的LLM。比如一个长到4岁的小孩,仅通过视觉获取的信息量,就有10的15次方字节,远超LLM读遍的所有互联网文本。但小孩已经掌握了基本的物理直觉和语言,LLM 耗费这么多数据,智能仍然很有限。“光靠喂文本,不可能达到人类水平智能。这条路永远走不通。”他如此评价。杨立昆认为,“世界模型”才是真正的AGI攻坚利器。它的核心任务,是通过观察世界来学习,而不是通过阅读文本来记忆。让AI就像人类学习那样,先理解重力、因果关系这些物理常识,然后在内部构建一个抽象、可预测、因果一致的“虚拟世界”。他设想的AI架构是模块化的:感知模块、世界模型模块、记忆模块、行动模块,各司其职。不像LLM那样把所有知识和推理揉在一个巨型网络里。这种强调通过物理和感官互动来理解世界的方法,与具身智能领域对下一代AI的看法高度相似。这是一个极具野心但也极其漫长的愿景,杨立昆自己也承认,这可能是一个需要10年才能完全开发的长期架构。这显然无法满足扎克伯格对快速追赶的产品需求。这场出走,是杨立昆用自己的全部声誉和未来,为“世界模型”理论下的最大一场赌注。他宁可花十年时间走一条自己认可的慢路,也不愿在别人的快车道上耗尽心血。更多精彩内容,关注钛媒体微信号(ID:taimeiti),或者下载钛媒体App","news_type":1,"symbols_score_info":{"FB":1.5,"META":1.5}},"isVote":1,"tweetType":1,"viewCount":116,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497600471941184,"gmtCreate":1762452261084,"gmtModify":1762452263397,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"title":"","htmlText":"两个老男人联合起来欺负一个女人","listText":"两个老男人联合起来欺负一个女人","text":"两个老男人联合起来欺负一个女人","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497600471941184","repostId":"2581845061","repostType":2,"repost":{"id":"2581845061","kind":"news","pubTimestamp":1762428149,"share":"https://www.laohu8.com/m/news/2581845061?lang=&edition=full","pubTime":"2025-11-06 19:22","market":"us","language":"zh","title":"AMD:英特尔和英伟达的合作将加剧竞争,带来更大定价压力","url":"https://stock-news.laohu8.com/highlight/detail?id=2581845061","media":"IT之家","summary":"IT之家 11 月 6 日消息,今年 9 月,英特尔宣布与英伟达达成合作,双方将共同设计并开发面向数据中心和客户端市场的定制 x86 芯片。据IT之家了解,针对英特尔与英伟达的此次合作,AMD 最初回应称,对其自身产品阵容充满信心,并将持续提供具有颠覆性的技术。然而,在近期的一份声明中,AMD 态度有所调整,指出该合作将加剧市场竞争,并对其产品带来更大的定价压力。","content":"<html><body><article><p>IT之家 11 月 6 日消息,今年 9 月,<a href=\"https://laohu8.com/S/INTC\">英特尔</a>宣布与<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>达成合作,双方将共同设计并开发面向数据中心和客户端市场的定制 x86 芯片。这项价值数十亿美元的协议不仅意味着英伟达将利用英特尔的 x86 知识产权(IP)开发用于其数据中心及 AI 基础设施的定制 CPU,同时也将把英伟达的 RTX GPU IP 集成到面向 PC 市场的 x86 片上系统(SoC)中。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251106192253507d2010g86rh2xck7\"/><p>此前,业界曾质疑英特尔是否会因此放弃自身的 GPU IP 路线图而全面转向英伟达。对此,英特尔明确表示,其自有 GPU 路线图不会受到影响,公司将继续独立开发相关产品。英伟达的 RTX IP 将被用于一类不同的 SoC 产品,主要对标 <a href=\"https://laohu8.com/S/AMD\">AMD</a> 的“Halo”设计,例如 Ryzen AI MAX 系列等。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251106192253949d20153cm3m6blmz\"/><p>据IT之家了解,针对英特尔与英伟达的此次合作,<strong>AMD 最初回应称,对其自身产品阵容充满信心,并将持续提供具有颠覆性的技术。</strong></p><p>然而,在近期的一份声明中,AMD 态度有所调整,<strong>指出该合作将加剧市场竞争,并对其产品带来更大的定价压力</strong>。在接受《CRN》采访时,AMD 表示,竞争对手英伟达与英特尔之间的合作可能对其业务产生不利影响。该公司在向监管机构提交的文件中,已将此项合作列为“经济与战略风险”部分的典型案例,明确指出:“竞争对手之间的战略联盟、并购及业务合作可能<strong>‘加剧竞争,并对我们的业务产生不利影响’</strong>。”</p><p>AMD 在文件中进一步强调:“此项合作可能导致我们产品面临更激烈的竞争和更大的定价压力,从而对我们的业务、财务状况及利润率造成实质性不利影响。”</p><p>尽管 AMD 的担忧不无道理,但需要指出的是,<strong>英特尔与英伟达联合开发的定制产品距离上市仍需数年时间</strong>。目前,AMD 的 Ryzen AI MAX 系列产品已上市多时,在移动平台提供了卓越的 PC 与工作站级性能。这一细分市场正是英特尔希望发力的领域 —— 其原计划通过 Arrow Lake Halo 系列产品参与竞争,但该项目最终被取消。据预期,英特尔最早要到 2026 至 2027 年才会推出基于 Nova Lake-AX 架构的首款 Halo 级芯片;而英伟达则计划于明年推出基于 N1 系列 SoC 的自有 AI PC 产品。</p><p>据 Wccftech 获得的信息,AMD 也正在为明年准备代号“Strix Halo”的产品更新,目前产能已全面爬坡。凭借新增的 SKU 选项,AMD 有望在掌上设备等细分市场斩获更多平台设计订单。</p><p>未来,英特尔与英伟达的联合攻势确实不容小觑:英伟达将为其提供顶尖的 GPU IP,而英特尔则向英伟达开放其先进的封装技术及 x86 IP 授权。然而,AMD 已做好准备,将以基于 Zen 6 架构的下一代高性能 CPU,以及即将到来的新一代 RDNA GPU 架构,应对这场来自两个方向的挑战。</p><p>广告声明:文内含有的对外跳转链接(包括不限于超链接、二维码、口令等形式),用于传递更多信息,节省甄选时间,结果仅供参考,IT之家所有文章均包含本声明。</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>AMD:英特尔和英伟达的合作将加剧竞争,带来更大定价压力</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\">\nAMD:英特尔和英伟达的合作将加剧竞争,带来更大定价压力\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-06 19:22 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251106192256a6e5d095&s=b><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IT之家 11 月 6 日消息,今年 9 月,英特尔宣布与英伟达达成合作,双方将共同设计并开发面向数据中心和客户端市场的定制 x86 芯片。这项价值数十亿美元的协议不仅意味着英伟达将利用英特尔的 x86 知识产权(IP)开发用于其数据中心及 AI 基础设施的定制 CPU,同时也将把英伟达的 RTX GPU IP 集成到面向 PC 市场的 x86 片上系统(SoC)中。此前,业界曾质疑英特尔是否会...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251106192256a6e5d095&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL 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表示,竞争对手英伟达与英特尔之间的合作可能对其业务产生不利影响。该公司在向监管机构提交的文件中,已将此项合作列为“经济与战略风险”部分的典型案例,明确指出:“竞争对手之间的战略联盟、并购及业务合作可能‘加剧竞争,并对我们的业务产生不利影响’。”AMD 在文件中进一步强调:“此项合作可能导致我们产品面临更激烈的竞争和更大的定价压力,从而对我们的业务、财务状况及利润率造成实质性不利影响。”尽管 AMD 的担忧不无道理,但需要指出的是,英特尔与英伟达联合开发的定制产品距离上市仍需数年时间。目前,AMD 的 Ryzen AI MAX 系列产品已上市多时,在移动平台提供了卓越的 PC 与工作站级性能。这一细分市场正是英特尔希望发力的领域 —— 其原计划通过 Arrow Lake Halo 系列产品参与竞争,但该项目最终被取消。据预期,英特尔最早要到 2026 至 2027 年才会推出基于 Nova Lake-AX 架构的首款 Halo 级芯片;而英伟达则计划于明年推出基于 N1 系列 SoC 的自有 AI PC 产品。据 Wccftech 获得的信息,AMD 也正在为明年准备代号“Strix Halo”的产品更新,目前产能已全面爬坡。凭借新增的 SKU 选项,AMD 有望在掌上设备等细分市场斩获更多平台设计订单。未来,英特尔与英伟达的联合攻势确实不容小觑:英伟达将为其提供顶尖的 GPU IP,而英特尔则向英伟达开放其先进的封装技术及 x86 IP 授权。然而,AMD 已做好准备,将以基于 Zen 6 架构的下一代高性能 CPU,以及即将到来的新一代 RDNA GPU 架构,应对这场来自两个方向的挑战。广告声明:文内含有的对外跳转链接(包括不限于超链接、二维码、口令等形式),用于传递更多信息,节省甄选时间,结果仅供参考,IT之家所有文章均包含本声明。","news_type":1,"symbols_score_info":{"2NVD.UK":0.6,"3NVD.UK":0.6,"AMD":1.5,"GFS":1.5,"INTC":1.5,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1.5,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDX":0.6,"NVDY":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6}},"isVote":1,"tweetType":1,"viewCount":202,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":497229614088592,"gmtCreate":1762416467754,"gmtModify":1762416469984,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"title":"","htmlText":"吃饱了撑的,十万亿的1.2%还不满足?","listText":"吃饱了撑的,十万亿的1.2%还不满足?","text":"吃饱了撑的,十万亿的1.2%还不满足?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/497229614088592","repostId":"1191645012","repostType":2,"repost":{"id":"1191645012","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":1762411420,"share":"https://www.laohu8.com/m/news/1191645012?lang=&edition=full","pubTime":"2025-11-06 14:43","market":"us","language":"zh","title":"特斯拉股东大会前瞻:马斯克薪酬、董事会选举与xAI投资之争","url":"https://stock-news.laohu8.com/highlight/detail?id=1191645012","media":"老虎资讯综合","summary":"本周四,特斯拉年度股东大会将在得克萨斯州奥斯汀市盛大召开。此次股东大会,马斯克的薪酬方案无疑是重中之重。马斯克表示,如果由他决定,特斯拉早就投资 xAI 了,但投资事宜需要得到董事会和股东的批准。如今,特斯拉股东将对是否投资 xAI 进行投票表决,这一决策将对两家公司的未来发展产生深远影响。结语这场周四午后的股东大会,将决定薪酬、选举、投资三大关键事项,结果或影响特斯拉未来走向,备受市场关注。","content":"<html><head></head><body><p>周四,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价一路走低,截至发稿跌幅达4%。对于特斯拉的投资者而言,“万亿市值时刻” 即将来临。北京时间11月7日凌晨5:00,特斯拉年度股东大会将在得克萨斯州奥斯汀市盛大召开。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d6453299a6667ea16f15f2f509e153a\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/65df31fa6743ad50a717294933736353\" title=\"\" tg-width=\"2880\" tg-height=\"1620\"/></p><p>然而,大会尚未开场,各种讨论和争议已甚嚣尘上。其中,挪威规模达 1.9 万亿美元的主权财富基金,作为特斯拉1.2%股份的持有者,公开宣布将对首席执行官马斯克的新薪酬方案投出反对票,这一消息犹如一颗重磅炸弹,瞬间点燃了市场的关注热情。</p><p>据了解,这份备受争议的薪酬方案一旦获批,马斯克将有望斩获高达 1 万亿美元的巨额报酬。挪威主权财富基金在声明中明确表示:“尽管我们充分肯定马斯克先生凭借其卓越的远见卓识,为公司创造了巨大价值,但我们对该薪酬的总体规模、股权稀释效应,以及核心人物风险未能得到有效缓解等问题深感忧虑。” 这一表态,无疑在特斯拉的投资者群体中引发了强烈反响,也让马斯克的薪酬方案成为此次股东大会最受瞩目的焦点。</p><p>此次股东大会,马斯克的薪酬方案无疑是重中之重。但投资者还需对一系列提案进行投票表决,其中涵盖董事任职资格的审定,以及特斯拉未来投资方向的决策等关键事项。这些提案不仅关系到特斯拉的内部治理结构,更将对公司未来的战略布局和发展走向产生深远影响。在这个关键时刻,每一项提案的审议结果,都可能成为推动特斯拉这艘商业巨轮破浪前行,或是改变其航向的重要力量。</p><h3 id=\"id_150563037\">薪酬方案:争议中的万亿博弈</h3><p><strong>1.马斯克的诉求与过往纠纷</strong></p><p>马斯克在财报会议中罕见呼吁股东支持方案,称 “担心全力推进机器人业务后被罢免”,并提及自己持股 13% 且多年未领薪。其2018年薪酬方案仍陷特拉华州诉讼,特拉华州最高法院正审理特斯拉上诉。</p><p><strong>2. 方案细节与正反观点</strong></p><p>新方案(9月披露)含 12 批股票期权,需达成激进目标,7 年半内兑现,获批后马斯克持股将达 25%。支持者(如纽黑文大学教授)认为 “绩效挂钩显公平”;反对者(如康奈尔大学专家)指出 “金额远超合理范畴,违背上市公司信托责任”。</p><p><strong>3. 关键方态度</strong></p><p>特斯拉董事长登霍姆以 “马斯克或离职” 恳请股东批准;独立代理机构 Glass Lewis、ISS 则反对,称 “方案过度、董事会有酌情权,即便未达标也可能发期权”。</p><h3 id=\"id_3662023966\">董事会选举:高薪争议下的连任博弈</h3><h4 id=\"id_80323128\">需重选的董事会成员及相关委员会任职</h4><p>除了对马斯克薪酬方案进行投票,提出该方案的部分董事会成员也面临着改选:风险投资家艾拉・埃伦普雷斯(Ira Ehrenpreis),同时也是 SpaceX(SPAX.PVT)的投资者,他是特斯拉薪酬委员会的三名成员之一,也是提名与治理委员会的四名成员之一。</p><p>人力资源领域的资深高管凯瑟琳・威尔逊 - 汤普森(Kathleen Wilson - Thompson)同样身兼这两个委员会的成员,此外她还任职于披露委员会。爱彼迎(Airbnb)的联合创始人乔・吉比亚(Joe Gebbia)则在审计委员会中任职。</p><p>有趣的是,格拉斯・刘易斯建议投资者批准乔・吉比亚的连任,但对埃伦普雷斯和威尔逊 - 汤普森的连任却持反对态度。</p><h4 id=\"id_3855682956\">股东对董事会成员薪酬过高的批评</h4><p>这三名董事会成员都有望获得连任,开启额外三年的任期,但他们也未能逃脱批评的声音。和马斯克的情况类似,股东们指控他们的薪酬过高。今年早些时候,包括登霍姆和詹姆斯・默多克在内的特斯拉董事,不得不返还 9.19 亿美元,这是源于一场审判后的和解结果。该审判指控这些董事在 2017 年至 2020 年期间的薪酬过高。</p><p>康奈尔大学的邓恩在谈及这些董事会成员时表示:“大多数公司的董事年薪大概在 20 万至 30 万美元,如果是大公司可能会多一些。但特斯拉这些董事,光是授予时的价值就达数百万美元,实际变现价值更是高达数亿美元。我觉得这些董事确实有强烈的意愿继续留任,毕竟报酬如此丰厚。”</p><h3 id=\"id_2317959533\">xAI 投资:关联交易引发质疑</h3><h4 id=\"id_422017026\">马斯克多公司事务与 xAI 发展</h4><p>马斯克的商业版图极为庞大,他不仅领导着电动汽车巨头特斯拉,还兼顾太空探索领域的 SpaceX、致力于地下交通建设的 “无聊公司”(The Boring Company)、专注于脑机接口技术研发的 Neuralink,以及人工智能初创公司 xAI 等多家极具创新活力的企业 。</p><p>在这些公司中,xAI 发展势头迅猛,作为一家专注于人工智能领域的创新企业,xAI 吸引了大量的资本注入,已筹集到相当可观的资金,成为硅谷人工智能领域的一颗耀眼新星。值得一提的是,马斯克旗下的 SpaceX 也是 xAI 的重要投资者之一,这一投资关系不仅体现了马斯克商业帝国内部资源的整合与协同,也显示出 xAI 在技术和商业前景上的巨大潜力。</p><h4 id=\"id_3248754753\">特斯拉与 xAI 潜在合作及股东投票</h4><p>目前,xAI 研发的 Grok 聊天机器人已成功应用于特斯拉的新车中,这一举措标志着两家公司在技术融合上迈出了重要一步,也引发了投资者对双方未来合作模式的深入思考。</p><p>投资者们十分关注特斯拉与 xAI 是否会进一步深化合作,尤其是在股权层面展开合作,以实现更紧密的资源共享和战略协同。马斯克表示,如果由他决定,特斯拉早就投资 xAI 了,但投资事宜需要得到董事会和股东的批准。这表明,特斯拉对 xAI 的投资并非马斯克一人能够拍板,而是需要经过公司内部严格的决策程序,充分考虑全体股东的利益和公司的长远发展战略。</p><p>如今,特斯拉股东将对是否投资 xAI 进行投票表决,这一决策将对两家公司的未来发展产生深远影响。在这场投票中,特斯拉董事会并未对投资提案给出明确的推荐意见,这使得投票结果充满了不确定性。而独立代理顾问机构格拉斯・刘易斯则建议股东对该提案投反对票,其理由并非认为投资本身不可行,而是强调这一决策不应由股东来决定,而应是公司管理层基于专业分析和战略考量后做出的决策。</p><p>此外,市场上还存在着对马斯克自我交易的质疑声音。有人担心,马斯克要求特斯拉投资者为 xAI 提供资金支持,可能会引发利益冲突,损害特斯拉股东的利益,毕竟特斯拉是一家上市公司,其决策需要充分考虑广大股东的权益。因此,此次投票不仅是对特斯拉投资战略的一次考验,也是对公司治理结构和股东权益保护机制的一次检验。</p><h3 id=\"id_3991191269\">结语</h3><p>这场周四午后的股东大会,将决定薪酬、选举、投资三大关键事项,结果或影响特斯拉未来走向,备受市场关注。</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>特斯拉股东大会前瞻:马斯克薪酬、董事会选举与xAI投资之争</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; 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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特斯拉股东大会前瞻:马斯克薪酬、董事会选举与xAI投资之争\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\">2025-11-06 14:43</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周四,<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股价一路走低,截至发稿跌幅达4%。对于特斯拉的投资者而言,“万亿市值时刻” 即将来临。北京时间11月7日凌晨5:00,特斯拉年度股东大会将在得克萨斯州奥斯汀市盛大召开。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d6453299a6667ea16f15f2f509e153a\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/65df31fa6743ad50a717294933736353\" title=\"\" tg-width=\"2880\" tg-height=\"1620\"/></p><p>然而,大会尚未开场,各种讨论和争议已甚嚣尘上。其中,挪威规模达 1.9 万亿美元的主权财富基金,作为特斯拉1.2%股份的持有者,公开宣布将对首席执行官马斯克的新薪酬方案投出反对票,这一消息犹如一颗重磅炸弹,瞬间点燃了市场的关注热情。</p><p>据了解,这份备受争议的薪酬方案一旦获批,马斯克将有望斩获高达 1 万亿美元的巨额报酬。挪威主权财富基金在声明中明确表示:“尽管我们充分肯定马斯克先生凭借其卓越的远见卓识,为公司创造了巨大价值,但我们对该薪酬的总体规模、股权稀释效应,以及核心人物风险未能得到有效缓解等问题深感忧虑。” 这一表态,无疑在特斯拉的投资者群体中引发了强烈反响,也让马斯克的薪酬方案成为此次股东大会最受瞩目的焦点。</p><p>此次股东大会,马斯克的薪酬方案无疑是重中之重。但投资者还需对一系列提案进行投票表决,其中涵盖董事任职资格的审定,以及特斯拉未来投资方向的决策等关键事项。这些提案不仅关系到特斯拉的内部治理结构,更将对公司未来的战略布局和发展走向产生深远影响。在这个关键时刻,每一项提案的审议结果,都可能成为推动特斯拉这艘商业巨轮破浪前行,或是改变其航向的重要力量。</p><h3 id=\"id_150563037\">薪酬方案:争议中的万亿博弈</h3><p><strong>1.马斯克的诉求与过往纠纷</strong></p><p>马斯克在财报会议中罕见呼吁股东支持方案,称 “担心全力推进机器人业务后被罢免”,并提及自己持股 13% 且多年未领薪。其2018年薪酬方案仍陷特拉华州诉讼,特拉华州最高法院正审理特斯拉上诉。</p><p><strong>2. 方案细节与正反观点</strong></p><p>新方案(9月披露)含 12 批股票期权,需达成激进目标,7 年半内兑现,获批后马斯克持股将达 25%。支持者(如纽黑文大学教授)认为 “绩效挂钩显公平”;反对者(如康奈尔大学专家)指出 “金额远超合理范畴,违背上市公司信托责任”。</p><p><strong>3. 关键方态度</strong></p><p>特斯拉董事长登霍姆以 “马斯克或离职” 恳请股东批准;独立代理机构 Glass Lewis、ISS 则反对,称 “方案过度、董事会有酌情权,即便未达标也可能发期权”。</p><h3 id=\"id_3662023966\">董事会选举:高薪争议下的连任博弈</h3><h4 id=\"id_80323128\">需重选的董事会成员及相关委员会任职</h4><p>除了对马斯克薪酬方案进行投票,提出该方案的部分董事会成员也面临着改选:风险投资家艾拉・埃伦普雷斯(Ira Ehrenpreis),同时也是 SpaceX(SPAX.PVT)的投资者,他是特斯拉薪酬委员会的三名成员之一,也是提名与治理委员会的四名成员之一。</p><p>人力资源领域的资深高管凯瑟琳・威尔逊 - 汤普森(Kathleen Wilson - Thompson)同样身兼这两个委员会的成员,此外她还任职于披露委员会。爱彼迎(Airbnb)的联合创始人乔・吉比亚(Joe Gebbia)则在审计委员会中任职。</p><p>有趣的是,格拉斯・刘易斯建议投资者批准乔・吉比亚的连任,但对埃伦普雷斯和威尔逊 - 汤普森的连任却持反对态度。</p><h4 id=\"id_3855682956\">股东对董事会成员薪酬过高的批评</h4><p>这三名董事会成员都有望获得连任,开启额外三年的任期,但他们也未能逃脱批评的声音。和马斯克的情况类似,股东们指控他们的薪酬过高。今年早些时候,包括登霍姆和詹姆斯・默多克在内的特斯拉董事,不得不返还 9.19 亿美元,这是源于一场审判后的和解结果。该审判指控这些董事在 2017 年至 2020 年期间的薪酬过高。</p><p>康奈尔大学的邓恩在谈及这些董事会成员时表示:“大多数公司的董事年薪大概在 20 万至 30 万美元,如果是大公司可能会多一些。但特斯拉这些董事,光是授予时的价值就达数百万美元,实际变现价值更是高达数亿美元。我觉得这些董事确实有强烈的意愿继续留任,毕竟报酬如此丰厚。”</p><h3 id=\"id_2317959533\">xAI 投资:关联交易引发质疑</h3><h4 id=\"id_422017026\">马斯克多公司事务与 xAI 发展</h4><p>马斯克的商业版图极为庞大,他不仅领导着电动汽车巨头特斯拉,还兼顾太空探索领域的 SpaceX、致力于地下交通建设的 “无聊公司”(The Boring Company)、专注于脑机接口技术研发的 Neuralink,以及人工智能初创公司 xAI 等多家极具创新活力的企业 。</p><p>在这些公司中,xAI 发展势头迅猛,作为一家专注于人工智能领域的创新企业,xAI 吸引了大量的资本注入,已筹集到相当可观的资金,成为硅谷人工智能领域的一颗耀眼新星。值得一提的是,马斯克旗下的 SpaceX 也是 xAI 的重要投资者之一,这一投资关系不仅体现了马斯克商业帝国内部资源的整合与协同,也显示出 xAI 在技术和商业前景上的巨大潜力。</p><h4 id=\"id_3248754753\">特斯拉与 xAI 潜在合作及股东投票</h4><p>目前,xAI 研发的 Grok 聊天机器人已成功应用于特斯拉的新车中,这一举措标志着两家公司在技术融合上迈出了重要一步,也引发了投资者对双方未来合作模式的深入思考。</p><p>投资者们十分关注特斯拉与 xAI 是否会进一步深化合作,尤其是在股权层面展开合作,以实现更紧密的资源共享和战略协同。马斯克表示,如果由他决定,特斯拉早就投资 xAI 了,但投资事宜需要得到董事会和股东的批准。这表明,特斯拉对 xAI 的投资并非马斯克一人能够拍板,而是需要经过公司内部严格的决策程序,充分考虑全体股东的利益和公司的长远发展战略。</p><p>如今,特斯拉股东将对是否投资 xAI 进行投票表决,这一决策将对两家公司的未来发展产生深远影响。在这场投票中,特斯拉董事会并未对投资提案给出明确的推荐意见,这使得投票结果充满了不确定性。而独立代理顾问机构格拉斯・刘易斯则建议股东对该提案投反对票,其理由并非认为投资本身不可行,而是强调这一决策不应由股东来决定,而应是公司管理层基于专业分析和战略考量后做出的决策。</p><p>此外,市场上还存在着对马斯克自我交易的质疑声音。有人担心,马斯克要求特斯拉投资者为 xAI 提供资金支持,可能会引发利益冲突,损害特斯拉股东的利益,毕竟特斯拉是一家上市公司,其决策需要充分考虑广大股东的权益。因此,此次投票不仅是对特斯拉投资战略的一次考验,也是对公司治理结构和股东权益保护机制的一次检验。</p><h3 id=\"id_3991191269\">结语</h3><p>这场周四午后的股东大会,将决定薪酬、选举、投资三大关键事项,结果或影响特斯拉未来走向,备受市场关注。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/65df31fa6743ad50a717294933736353","relate_stocks":{"TSLL":"Direxion Daily TSLA Bull 2X Shares","TSLA":"特斯拉","TSL":"GraniteShares 1.25X Long TSLA Daily ETF","TSLQ":"Tradr 2X Short TSLA Daily ETF"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1191645012","content_text":"周四,特斯拉股价一路走低,截至发稿跌幅达4%。对于特斯拉的投资者而言,“万亿市值时刻” 即将来临。北京时间11月7日凌晨5:00,特斯拉年度股东大会将在得克萨斯州奥斯汀市盛大召开。然而,大会尚未开场,各种讨论和争议已甚嚣尘上。其中,挪威规模达 1.9 万亿美元的主权财富基金,作为特斯拉1.2%股份的持有者,公开宣布将对首席执行官马斯克的新薪酬方案投出反对票,这一消息犹如一颗重磅炸弹,瞬间点燃了市场的关注热情。据了解,这份备受争议的薪酬方案一旦获批,马斯克将有望斩获高达 1 万亿美元的巨额报酬。挪威主权财富基金在声明中明确表示:“尽管我们充分肯定马斯克先生凭借其卓越的远见卓识,为公司创造了巨大价值,但我们对该薪酬的总体规模、股权稀释效应,以及核心人物风险未能得到有效缓解等问题深感忧虑。” 这一表态,无疑在特斯拉的投资者群体中引发了强烈反响,也让马斯克的薪酬方案成为此次股东大会最受瞩目的焦点。此次股东大会,马斯克的薪酬方案无疑是重中之重。但投资者还需对一系列提案进行投票表决,其中涵盖董事任职资格的审定,以及特斯拉未来投资方向的决策等关键事项。这些提案不仅关系到特斯拉的内部治理结构,更将对公司未来的战略布局和发展走向产生深远影响。在这个关键时刻,每一项提案的审议结果,都可能成为推动特斯拉这艘商业巨轮破浪前行,或是改变其航向的重要力量。薪酬方案:争议中的万亿博弈1.马斯克的诉求与过往纠纷马斯克在财报会议中罕见呼吁股东支持方案,称 “担心全力推进机器人业务后被罢免”,并提及自己持股 13% 且多年未领薪。其2018年薪酬方案仍陷特拉华州诉讼,特拉华州最高法院正审理特斯拉上诉。2. 方案细节与正反观点新方案(9月披露)含 12 批股票期权,需达成激进目标,7 年半内兑现,获批后马斯克持股将达 25%。支持者(如纽黑文大学教授)认为 “绩效挂钩显公平”;反对者(如康奈尔大学专家)指出 “金额远超合理范畴,违背上市公司信托责任”。3. 关键方态度特斯拉董事长登霍姆以 “马斯克或离职” 恳请股东批准;独立代理机构 Glass Lewis、ISS 则反对,称 “方案过度、董事会有酌情权,即便未达标也可能发期权”。董事会选举:高薪争议下的连任博弈需重选的董事会成员及相关委员会任职除了对马斯克薪酬方案进行投票,提出该方案的部分董事会成员也面临着改选:风险投资家艾拉・埃伦普雷斯(Ira Ehrenpreis),同时也是 SpaceX(SPAX.PVT)的投资者,他是特斯拉薪酬委员会的三名成员之一,也是提名与治理委员会的四名成员之一。人力资源领域的资深高管凯瑟琳・威尔逊 - 汤普森(Kathleen Wilson - Thompson)同样身兼这两个委员会的成员,此外她还任职于披露委员会。爱彼迎(Airbnb)的联合创始人乔・吉比亚(Joe Gebbia)则在审计委员会中任职。有趣的是,格拉斯・刘易斯建议投资者批准乔・吉比亚的连任,但对埃伦普雷斯和威尔逊 - 汤普森的连任却持反对态度。股东对董事会成员薪酬过高的批评这三名董事会成员都有望获得连任,开启额外三年的任期,但他们也未能逃脱批评的声音。和马斯克的情况类似,股东们指控他们的薪酬过高。今年早些时候,包括登霍姆和詹姆斯・默多克在内的特斯拉董事,不得不返还 9.19 亿美元,这是源于一场审判后的和解结果。该审判指控这些董事在 2017 年至 2020 年期间的薪酬过高。康奈尔大学的邓恩在谈及这些董事会成员时表示:“大多数公司的董事年薪大概在 20 万至 30 万美元,如果是大公司可能会多一些。但特斯拉这些董事,光是授予时的价值就达数百万美元,实际变现价值更是高达数亿美元。我觉得这些董事确实有强烈的意愿继续留任,毕竟报酬如此丰厚。”xAI 投资:关联交易引发质疑马斯克多公司事务与 xAI 发展马斯克的商业版图极为庞大,他不仅领导着电动汽车巨头特斯拉,还兼顾太空探索领域的 SpaceX、致力于地下交通建设的 “无聊公司”(The Boring Company)、专注于脑机接口技术研发的 Neuralink,以及人工智能初创公司 xAI 等多家极具创新活力的企业 。在这些公司中,xAI 发展势头迅猛,作为一家专注于人工智能领域的创新企业,xAI 吸引了大量的资本注入,已筹集到相当可观的资金,成为硅谷人工智能领域的一颗耀眼新星。值得一提的是,马斯克旗下的 SpaceX 也是 xAI 的重要投资者之一,这一投资关系不仅体现了马斯克商业帝国内部资源的整合与协同,也显示出 xAI 在技术和商业前景上的巨大潜力。特斯拉与 xAI 潜在合作及股东投票目前,xAI 研发的 Grok 聊天机器人已成功应用于特斯拉的新车中,这一举措标志着两家公司在技术融合上迈出了重要一步,也引发了投资者对双方未来合作模式的深入思考。投资者们十分关注特斯拉与 xAI 是否会进一步深化合作,尤其是在股权层面展开合作,以实现更紧密的资源共享和战略协同。马斯克表示,如果由他决定,特斯拉早就投资 xAI 了,但投资事宜需要得到董事会和股东的批准。这表明,特斯拉对 xAI 的投资并非马斯克一人能够拍板,而是需要经过公司内部严格的决策程序,充分考虑全体股东的利益和公司的长远发展战略。如今,特斯拉股东将对是否投资 xAI 进行投票表决,这一决策将对两家公司的未来发展产生深远影响。在这场投票中,特斯拉董事会并未对投资提案给出明确的推荐意见,这使得投票结果充满了不确定性。而独立代理顾问机构格拉斯・刘易斯则建议股东对该提案投反对票,其理由并非认为投资本身不可行,而是强调这一决策不应由股东来决定,而应是公司管理层基于专业分析和战略考量后做出的决策。此外,市场上还存在着对马斯克自我交易的质疑声音。有人担心,马斯克要求特斯拉投资者为 xAI 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10:55","market":"us","language":"zh","title":"“半导体女王”AMD 苏姿丰当选美国半导体行业协会主席","url":"https://stock-news.laohu8.com/highlight/detail?id=2585198514","media":"IT之家","summary":"IT之家 11 月 21 日消息,美国半导体行业协会今天发布公告,宣布 AMD 董事长兼首席执行官苏姿丰当选为该协会董事会主席。图源:SIA 官方公告IT之家注:美国半导体行业协会成立于 1977 年,是代表美国半导体行业的贸易协会和游说团体,致力于维护行业利益、推动美国半导体产业的领导地位。对于此次任命,苏姿丰表示:半导体产业是美国创新的核心,对经济增长和国家安全至关重要,能在如此重要的时刻担任 SIA 主席,我深感荣幸。","content":"<html><body><article><p>IT之家 11 月 21 日消息,美国半导体行业协会(SIA)今天(11 月 21 日)发布公告,<strong>宣布 <a href=\"https://laohu8.com/S/AMD\">AMD</a> 董事长兼首席执行官苏姿丰当选为该协会董事会主席。</strong></p><img src=\"https://inews.gtimg.com/om_bt/Owwp9qn8Is6X504qK4uPC2ffN12m7nvGvHSiQY__9vXtMAA/0\"/><p>图源:SIA 官方公告</p><p>IT之家注:美国半导体行业协会(SIA)成立于 1977 年,是代表美国半导体行业的贸易协会和游说团体,致力于维护行业利益、推动美国半导体产业的领导地位。</p><p>SIA 作为美国半导体产业的核心代言机构,<strong>其成员公司贡献了全美半导体行业 99% 的收入,并涵盖了全球近三分之二的非美国芯片企业</strong>,在行业内拥有举足轻重的地位。</p><p>SIA 总裁兼首席执行官 John Neuffer 对苏姿丰的当选表示热烈欢迎,他强调:</p><p>在半导体行业迎来激动人心且至关重要的时刻,我们非常高兴地欢迎苏姿丰博士担任 SIA 主席。数十年来,她不断推动半导体创新的边界,是我们行业中一位极其强大且富有影响力的领导者。</p><p>我们期待在她未来的领导下,共同推动促进芯片领域增长与创新的政策,确保美国在这一基础性和变革性技术中保持领先地位。</p><p>公告中写道苏姿丰博士在半导体行业深耕三十余年,拥有卓越的履历。在担任 AMD 董事长兼 CEO 期间,她成功领导公司转型,让其成为全球高性能计算领域的领导者和先进 AI 芯片的关键供应商。</p><p>在加入 AMD 前,苏姿丰还曾在飞思卡尔半导体(现为<a href=\"https://laohu8.com/S/NXPI\">恩智浦</a>半导体)、<a href=\"https://laohu8.com/S/IBM\">IBM</a> 和<a href=\"https://laohu8.com/S/TXN\">德州仪器</a>等知名公司担任过领导职务。苏姿丰拥有麻省理工学院的电气工程博士学位,并于 2020 年荣获行业最高荣誉 —— 罗伯特・诺伊斯奖。</p><p>对于此次任命,苏姿丰表示:</p><p>半导体产业是美国创新的核心,对经济增长和国家安全至关重要,能在如此重要的时刻担任 SIA 主席,我深感荣幸。</p><p>我期待与 SIA 董事会的同仁们并肩工作,共同致力于加强美国半导体的竞争力,拓展我们的创新基础,为未来打造一个更强大的芯片产业。</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\" 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年,是代表美国半导体行业的贸易协会和游说团体,致力于维护行业利益、推动美国半导体产业的领导地位。SIA 作为美国半导体产业的核心代言机构,其成员公司贡献了全美...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251121105751a707f5fd&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","BK4529":"IDC概念","LU0109392836.USD":"富兰克林科技股A","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","BK4534":"瑞士信贷持仓","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4573":"虚拟现实","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY 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11 月 21 日消息,美国半导体行业协会(SIA)今天(11 月 21 日)发布公告,宣布 AMD 董事长兼首席执行官苏姿丰当选为该协会董事会主席。图源:SIA 官方公告IT之家注:美国半导体行业协会(SIA)成立于 1977 年,是代表美国半导体行业的贸易协会和游说团体,致力于维护行业利益、推动美国半导体产业的领导地位。SIA 作为美国半导体产业的核心代言机构,其成员公司贡献了全美半导体行业 99% 的收入,并涵盖了全球近三分之二的非美国芯片企业,在行业内拥有举足轻重的地位。SIA 总裁兼首席执行官 John Neuffer 对苏姿丰的当选表示热烈欢迎,他强调:在半导体行业迎来激动人心且至关重要的时刻,我们非常高兴地欢迎苏姿丰博士担任 SIA 主席。数十年来,她不断推动半导体创新的边界,是我们行业中一位极其强大且富有影响力的领导者。我们期待在她未来的领导下,共同推动促进芯片领域增长与创新的政策,确保美国在这一基础性和变革性技术中保持领先地位。公告中写道苏姿丰博士在半导体行业深耕三十余年,拥有卓越的履历。在担任 AMD 董事长兼 CEO 期间,她成功领导公司转型,让其成为全球高性能计算领域的领导者和先进 AI 芯片的关键供应商。在加入 AMD 前,苏姿丰还曾在飞思卡尔半导体(现为恩智浦半导体)、IBM 和德州仪器等知名公司担任过领导职务。苏姿丰拥有麻省理工学院的电气工程博士学位,并于 2020 年荣获行业最高荣誉 —— 罗伯特・诺伊斯奖。对于此次任命,苏姿丰表示:半导体产业是美国创新的核心,对经济增长和国家安全至关重要,能在如此重要的时刻担任 SIA 主席,我深感荣幸。我期待与 SIA 董事会的同仁们并肩工作,共同致力于加强美国半导体的竞争力,拓展我们的创新基础,为未来打造一个更强大的芯片产业。","news_type":1,"symbols_score_info":{"AMD":1.5,"GFS":1.5,"SMH":0.6,"SOXX":0.6}},"isVote":1,"tweetType":1,"viewCount":57,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489567039214296,"gmtCreate":1760550482913,"gmtModify":1760550484620,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> wonderful move around for day trading ","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> wonderful move around for day trading ","text":"$美国超微公司(AMD)$ wonderful move around for day trading","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":1,"link":"https://laohu8.com/post/489567039214296","isVote":1,"tweetType":1,"viewCount":362,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":470038530970088,"gmtCreate":1755786622763,"gmtModify":1755786624823,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"1,2年的差距,这话说的是来害人的吧。海光用的是AMD几年前的授权了","listText":"1,2年的差距,这话说的是来害人的吧。海光用的是AMD几年前的授权了","text":"1,2年的差距,这话说的是来害人的吧。海光用的是AMD几年前的授权了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/470038530970088","repostId":"2561547284","repostType":2,"repost":{"id":"2561547284","kind":"news","pubTimestamp":1755762388,"share":"https://www.laohu8.com/m/news/2561547284?lang=&edition=full","pubTime":"2025-08-21 15:46","market":"us","language":"zh","title":"国产CPU崛起:自给率超20%,和英特尔、AMD差距仅1-2年","url":"https://stock-news.laohu8.com/highlight/detail?id=2561547284","media":"Ofweek维科网","summary":"比较典型的,两家,一家是龙芯,龙芯最新的CPU,与intel、AMD相比,只有1-2年的差距了,另一家是海光的C86 CPU,离intel、AMD的性能,也只有1-2年的差距了……按照机构的数据,到2024年时,国产CPU的自给率已经超过了20%,而到2025年,自给率可能会达到25-30%。可见,经过几十年的努力,现在国产CPU真的崛起了,特别是性能,如果只差intel、AMD仅1-2年的水平的话,完全可以替代对方了。所以,中国人用中国自己的CPU时代,即将成为现实了。","content":"<html><body><article><p>CPU一般指的是电脑中的芯片,这个电脑,包括个人笔记本、台式机,也包括服务器。</p><p>目前在CPU领域,intel、<a href=\"https://laohu8.com/S/AMD\">AMD</a>的X86芯片,占到了90%以上的份额,另外的ARM芯片,以及国产的龙芯、申威等等,合计起来都没有10%。</p><p>为何会这样呢,原因是多方面的,一是intel、AMD的CPU性能太强了,其它CPU进行复杂计算时,真打不过它。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250821154629311d1528xre31ndcv4\"/><p>二是X86芯片,与windows系统,形成了WINTEL联盟,绑定了众多的软、硬件厂商,大家基于wintel推出了各种各样的软件、硬件,感到了一个完善的生态。</p><p>而其它非X86芯片,是不支持windows的,属于另外的生态,被wintel联盟排斥在外了,而电脑体系最重要的就是生态,生态不行,就没有用户。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250821154631833d152d37ys129uwp\"/><p>但这对于中国而言,完全依赖intel、AMD的CPU,这肯定是不能接受的,毕竟信息安全,比啥都重要,所以一直以来,国内众多的企业,为了国产CPU而努力,大家都希望让中国人,用上中国的CPU,而不是intel、AMD这些国外CPU。</p><p>所以这也是之前汉芯能够骗到人的原因,因为大家的期待太高了,所以一被忽悠,就盲目了。</p><p>不过除了汉芯这种骗子之外,扎实研发的国产CPU企业也非常多,目前知名的国产CPU,就有6家,龙芯、海光、兆芯、申威、飞腾、鲲鹏。</p><p>这6大知名国产CPU,从不同的路线,研发国产CPU,有使用X86路线的,有使用ARM路线的,有自研LoongArch,SW64路线的……</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250821154632477d1524qa2zjidlan\"/><p>也有主攻服务器CPU的,有服务器CPU、个人CPU都兼顾的,大家都在不断的研究、尝试,希望找到一条适合中国CPU发展的路线。</p><p>而从现在的情况来看,目前国产CPU们,在性能上,已经有了非常大的突破,离intel、AMD的CPU,已经只有1-2年的差距了。</p><p>比较典型的,两家,一家是龙芯,龙芯最新的CPU,与intel、AMD相比,只有1-2年的差距了,另一家是海光的C86 CPU,离intel、AMD的性能,也只有1-2年的差距了……</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250821154633310d152ajxfw8l257d\"/><p>龙芯的自研LoongArch指令集, 从架构到IP,再到代工,全部全国产供应链,完全不用担心被卡脖子。海光采用的是C86指令集,也就是在X86的基础上进行了拓展,可以兼容X86,可以安装windows,不存在生态问题。</p><p>按照机构的数据,到2024年时,国产CPU的自给率已经超过了20%,而到2025年,自给率可能会达到25-30%。</p><p>可见,经过几十年的努力,现在国产CPU真的崛起了,特别是性能,如果只差intel、AMD仅1-2年的水平的话,完全可以替代对方了。</p><p>所以,中国人用中国自己的CPU时代,即将成为现实了。</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>国产CPU崛起:自给率超20%,和英特尔、AMD差距仅1-2年</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国产CPU崛起:自给率超20%,和英特尔、AMD差距仅1-2年\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-21 15:46 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202508211546359755fac5&s=b><strong>Ofweek维科网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>CPU一般指的是电脑中的芯片,这个电脑,包括个人笔记本、台式机,也包括服务器。目前在CPU领域,intel、AMD的X86芯片,占到了90%以上的份额,另外的ARM芯片,以及国产的龙芯、申威等等,合计起来都没有10%。为何会这样呢,原因是多方面的,一是intel、AMD的CPU性能太强了,其它CPU进行复杂计算时,真打不过它。二是X86芯片,与windows系统,形成了WINTEL联盟,绑定了众多...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202508211546359755fac5&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","BK4566":"资本集团","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU0082616367.USD":"摩根大通美国科技A(dist)","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4535":"淡马锡持仓","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4612":"AI芯片","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK4515":"5G概念","GFS":"GLOBALFOUNDRIES Inc.","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","BK4614":"Manus概念股","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4579":"人工智能","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G 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EQUITY \"A2\" (USD) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","BK4141":"半导体产品","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK4602":"量子计算概念"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202508211546359755fac5&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2561547284","content_text":"CPU一般指的是电脑中的芯片,这个电脑,包括个人笔记本、台式机,也包括服务器。目前在CPU领域,intel、AMD的X86芯片,占到了90%以上的份额,另外的ARM芯片,以及国产的龙芯、申威等等,合计起来都没有10%。为何会这样呢,原因是多方面的,一是intel、AMD的CPU性能太强了,其它CPU进行复杂计算时,真打不过它。二是X86芯片,与windows系统,形成了WINTEL联盟,绑定了众多的软、硬件厂商,大家基于wintel推出了各种各样的软件、硬件,感到了一个完善的生态。而其它非X86芯片,是不支持windows的,属于另外的生态,被wintel联盟排斥在外了,而电脑体系最重要的就是生态,生态不行,就没有用户。但这对于中国而言,完全依赖intel、AMD的CPU,这肯定是不能接受的,毕竟信息安全,比啥都重要,所以一直以来,国内众多的企业,为了国产CPU而努力,大家都希望让中国人,用上中国的CPU,而不是intel、AMD这些国外CPU。所以这也是之前汉芯能够骗到人的原因,因为大家的期待太高了,所以一被忽悠,就盲目了。不过除了汉芯这种骗子之外,扎实研发的国产CPU企业也非常多,目前知名的国产CPU,就有6家,龙芯、海光、兆芯、申威、飞腾、鲲鹏。这6大知名国产CPU,从不同的路线,研发国产CPU,有使用X86路线的,有使用ARM路线的,有自研LoongArch,SW64路线的……也有主攻服务器CPU的,有服务器CPU、个人CPU都兼顾的,大家都在不断的研究、尝试,希望找到一条适合中国CPU发展的路线。而从现在的情况来看,目前国产CPU们,在性能上,已经有了非常大的突破,离intel、AMD的CPU,已经只有1-2年的差距了。比较典型的,两家,一家是龙芯,龙芯最新的CPU,与intel、AMD相比,只有1-2年的差距了,另一家是海光的C86 CPU,离intel、AMD的性能,也只有1-2年的差距了……龙芯的自研LoongArch指令集, 从架构到IP,再到代工,全部全国产供应链,完全不用担心被卡脖子。海光采用的是C86指令集,也就是在X86的基础上进行了拓展,可以兼容X86,可以安装windows,不存在生态问题。按照机构的数据,到2024年时,国产CPU的自给率已经超过了20%,而到2025年,自给率可能会达到25-30%。可见,经过几十年的努力,现在国产CPU真的崛起了,特别是性能,如果只差intel、AMD仅1-2年的水平的话,完全可以替代对方了。所以,中国人用中国自己的CPU时代,即将成为现实了。","news_type":1,"symbols_score_info":{"AMD":1,"GFS":1,"INTC":1}},"isVote":1,"tweetType":1,"viewCount":1183,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":459370616906216,"gmtCreate":1753187715463,"gmtModify":1753187716703,"author":{"id":"3535535770162265","authorId":"3535535770162265","name":"Alex_0099","avatar":"https://static.tigerbbs.com/5f1a58594ee71017c239db9e4dfea780","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3535535770162265","authorIdStr":"3535535770162265"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>下个月站到6元","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a>下个月站到6元","text":"$蔚来(NIO)$ 下个月站到6元","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/459370616906216","isVote":1,"tweetType":1,"viewCount":1041,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}