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Galois189
02-25
这个家伙说的没几次是真的[可爱]
Intel 18A工程样品测试良率低于20%~30%?
Galois189
2024-04-30
AIPC和星环有个毛关系?
星环科技(688031):携手INTEL迎接AIPC时代到来
Galois189
2024-01-30
$爱奇艺(IQ)$
这个股票还没有退市?
Galois189
2024-01-06
把迷雾剧拍成生活剧,也算创新了
抱歉,原内容已删除
Galois189
2023-08-02
But NV is too too expensive now
抱歉,原内容已删除
Galois189
2023-07-12
$英特尔(INTC)$
英特尔的AI加速卡在中国市场很有希望
Galois189
2022-11-03
飞机高铁上不好用吧
云栖大会展出多款创新终端 笔记本机皇、
Galois189
2021-06-16
$老虎证券(TIGR)$
再跌20个点,入手
Galois189
2021-06-16
$和铂医药-B(02142)$
中的新股,亏到裤衩
Galois189
2020-02-07
$吉利德科学(GILD)$
这个药能卖到1000美元一支吗?
去老虎APP查看更多动态
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","listText":"这个家伙说的没几次是真的[可爱] ","text":"这个家伙说的没几次是真的[可爱]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407428651864192","repostId":"2514465065","repostType":2,"repost":{"id":"2514465065","kind":"news","pubTimestamp":1740476298,"share":"https://www.laohu8.com/m/news/2514465065?lang=&edition=full","pubTime":"2025-02-25 17:38","market":"us","language":"zh","title":"Intel 18A工程样品测试良率低于20%~30%?","url":"https://stock-news.laohu8.com/highlight/detail?id=2514465065","media":"芯智讯","summary":"近期,因为传闻台积电将接管英特尔晶圆制造部门,导致英特尔内部员工反对,认为Intel 18A节点制程较台积电N2节点制程更具优势,如果将英特尔晶圆制造业务交台积电是一个错误。2025年初的行业调查显示,Intel 18A的良率低于20~30%,因此还有很大的提高空间。去年下半年,韩国媒体曾爆料称英特尔Intel 18A制程良率仅10%,并表示博通可能已经取消了与英特尔的合作,该消息当时就引发了业内的极大关注。","content":"<html><body><article><img src=\"https://inews.gtimg.com/om_bt/OrjX8DZ7Veo9mgYKz1P0cCnLcQ_oixFOEkWaIWKIVk9FAAA/0\"/><p>近期,因为传闻<a href=\"https://laohu8.com/S/TSM\">台积电</a>将接管<a href=\"https://laohu8.com/S/INTC\">英特尔</a>晶圆制造部门,导致英特尔内部员工反对,认为Intel 18A节点制程较台积电N2节点制程更具优势,如果将英特尔晶圆制造业务交台积电是一个错误。随后英特尔官方也宣布,Intel 18A已经准备就绪,最快可能将会在今年年中量产,比台积电N2进度更快。对此,<a href=\"https://laohu8.com/S/601162\">天风证券</a>分析师郭明𫓹表示,Intel 18A 的样品测试良率不如预期,加上组织设置与供应链管理文化瓶颈,这都让台积电能够进一步胜出。</p><p>郭明𫓹在“X”平台上发布贴文指出,目前,主要的PC ODM/EMS制造商正在测试使用Intel/IFS 18A制造的第一个Panther Lake工程样品。2025年初的行业调查显示,Intel 18A的良率低于20~30%,因此还有很大的提高空间。对于英特尔在下半年达到批量生产的目标而言,这并不是一个好兆头。除了技术挑战之外,IFS由于其组织设置,供应链MGT和文化而赢得外部订单的障碍。这就是台积电完全脱颖而出的地方。</p><p>去年下半年,韩国媒体曾爆料称英特尔Intel 18A制程良率仅10%,并表示<a href=\"https://laohu8.com/S/AVGO\">博通</a>可能已经取消了与英特尔的合作,该消息当时就引发了业内的极大关注。不过,随后知名分析师Patrick Moorhead和英特尔前CEO帕特·基辛格都在X平台上进行了辟谣。</p><p>基辛格还表示,对于现在的芯片来说,用百分比来表示良率是不恰当的。因为有很多的不同类型的芯片,一些大的计算芯片可能良率较低,但一些小芯片良率会比较高。所以,如果不先以定义芯片尺寸为前提,任何使用良率百分比来作为衡量特定制程工艺的水平,都是不了解半导体良率的。</p><p>外媒也报导称,目前整个芯片产业都未能为英特尔的困境提供任何协助,尽管台积电等竞争对手通过专注于制造而蓬勃发展,博通则擅长高利润的IC设计业务,但英特尔的一条龙的作业模式在高度专业化的市场压力下受到严重打击。该公司转向代工业务的初衷,目标是通过向外部客户开放晶圆制造业务来重新夺回领导地位。但结果是耗费了大量资金之后,却暴露出了基础设施老化,而且灵活性无法与竞争对手匹敌的问题。使得英特尔的股价在五年内缩水了一半以上,与受到人工智能(AI)带动的市场需求,创新浪潮所拉抬的半导体产业形成鲜明对比。</p><p>报导指出,英特尔在Intel 18A的发展不只是技术展现,还代表着一家公司在生存威胁中努力重新定义自我的目标。然而,低良率就代表着面对大规模生产的延后,还可能进一步无法提供客户所需的尖端芯片。同时,英特尔的分拆传闻也反映出对相关性的迫切追求,也就是将IC设计分拆给博通,可能会使焦点更加集中。而将晶圆制造交给台积电,有机会摆脱财物的无底洞。但这其中,执行力无疑的是其中的关键。因此,英特尔必须证明其设施能够服务多样化的客户群。但是要实现到这样的目标明显是一个艰巨的任务。</p><p>编辑:芯智讯-林子</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 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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\">\nIntel 18A工程样品测试良率低于20%~30%?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-25 17:38 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250225173930abdc2f00&s=b><strong>芯智讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期,因为传闻台积电将接管英特尔晶圆制造部门,导致英特尔内部员工反对,认为Intel 18A节点制程较台积电N2节点制程更具优势,如果将英特尔晶圆制造业务交台积电是一个错误。随后英特尔官方也宣布,Intel 18A已经准备就绪,最快可能将会在今年年中量产,比台积电N2进度更快。对此,天风证券分析师郭明𫓹表示,Intel 18A 的样品测试良率不如预期,加上组织设置与供应链管理文化瓶颈,这都让台积电...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250225173930abdc2f00&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4575":"芯片概念","BK4535":"淡马锡持仓","BK4515":"5G概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4588":"碎股","BK4579":"人工智能","BK4605":"半导体精选","INTC":"英特尔","TSM":"台积电","BK4554":"元宇宙及AR概念","BK4512":"苹果概念","BK4543":"AI","BK4527":"明星科技股","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","BK4529":"IDC概念","BK4602":"量子计算概念"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250225173930abdc2f00&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2514465065","content_text":"近期,因为传闻台积电将接管英特尔晶圆制造部门,导致英特尔内部员工反对,认为Intel 18A节点制程较台积电N2节点制程更具优势,如果将英特尔晶圆制造业务交台积电是一个错误。随后英特尔官方也宣布,Intel 18A已经准备就绪,最快可能将会在今年年中量产,比台积电N2进度更快。对此,天风证券分析师郭明𫓹表示,Intel 18A 的样品测试良率不如预期,加上组织设置与供应链管理文化瓶颈,这都让台积电能够进一步胜出。郭明𫓹在“X”平台上发布贴文指出,目前,主要的PC ODM/EMS制造商正在测试使用Intel/IFS 18A制造的第一个Panther Lake工程样品。2025年初的行业调查显示,Intel 18A的良率低于20~30%,因此还有很大的提高空间。对于英特尔在下半年达到批量生产的目标而言,这并不是一个好兆头。除了技术挑战之外,IFS由于其组织设置,供应链MGT和文化而赢得外部订单的障碍。这就是台积电完全脱颖而出的地方。去年下半年,韩国媒体曾爆料称英特尔Intel 18A制程良率仅10%,并表示博通可能已经取消了与英特尔的合作,该消息当时就引发了业内的极大关注。不过,随后知名分析师Patrick Moorhead和英特尔前CEO帕特·基辛格都在X平台上进行了辟谣。基辛格还表示,对于现在的芯片来说,用百分比来表示良率是不恰当的。因为有很多的不同类型的芯片,一些大的计算芯片可能良率较低,但一些小芯片良率会比较高。所以,如果不先以定义芯片尺寸为前提,任何使用良率百分比来作为衡量特定制程工艺的水平,都是不了解半导体良率的。外媒也报导称,目前整个芯片产业都未能为英特尔的困境提供任何协助,尽管台积电等竞争对手通过专注于制造而蓬勃发展,博通则擅长高利润的IC设计业务,但英特尔的一条龙的作业模式在高度专业化的市场压力下受到严重打击。该公司转向代工业务的初衷,目标是通过向外部客户开放晶圆制造业务来重新夺回领导地位。但结果是耗费了大量资金之后,却暴露出了基础设施老化,而且灵活性无法与竞争对手匹敌的问题。使得英特尔的股价在五年内缩水了一半以上,与受到人工智能(AI)带动的市场需求,创新浪潮所拉抬的半导体产业形成鲜明对比。报导指出,英特尔在Intel 18A的发展不只是技术展现,还代表着一家公司在生存威胁中努力重新定义自我的目标。然而,低良率就代表着面对大规模生产的延后,还可能进一步无法提供客户所需的尖端芯片。同时,英特尔的分拆传闻也反映出对相关性的迫切追求,也就是将IC设计分拆给博通,可能会使焦点更加集中。而将晶圆制造交给台积电,有机会摆脱财物的无底洞。但这其中,执行力无疑的是其中的关键。因此,英特尔必须证明其设施能够服务多样化的客户群。但是要实现到这样的目标明显是一个艰巨的任务。编辑:芯智讯-林子","news_type":1,"symbols_score_info":{"INTC":1,"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":1150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300930888884528,"gmtCreate":1714475639640,"gmtModify":1714481763639,"author":{"id":"3542948933081376","authorId":"3542948933081376","name":"Galois189","avatar":"https://static.tigerbbs.com/307cdcc9c42b33293067e9fd5f22e355","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3542948933081376","idStr":"3542948933081376"},"themes":[],"htmlText":"AIPC和星环有个毛关系?","listText":"AIPC和星环有个毛关系?","text":"AIPC和星环有个毛关系?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300930888884528","repostId":"2431231154","repostType":2,"repost":{"id":"2431231154","kind":"news","pubTimestamp":1714474277,"share":"https://www.laohu8.com/m/news/2431231154?lang=&edition=full","pubTime":"2024-04-30 18:51","market":"us","language":"zh","title":"星环科技(688031):携手INTEL迎接AIPC时代到来","url":"https://stock-news.laohu8.com/highlight/detail?id=2431231154","media":"浙商证券股份有...","summary":"公司的三费费率合计由2022 年的139.70%下降至2023 的124.61%。拥抱大模型+向量数据库,协同Intel 打造AIPC 应用时代AIPC 能够通过学习用户的行为模式来优化性能,提供更加精准的信息检索、内容推荐和自动化任务处理。星环科技于2024 年3 月在英特尔商用客户端AIPC 产品发布会,发布“无涯大模型AIPC 版”,并预发布“无涯·问知”AIPC 版。截至2023 年年末,公司提供的大模型时代AI Infra 相关产品订单逾 5400 万元。维持“ 买入”评级。","content":"<html><body><article><p>业绩表现</p><p>【整体业绩】</p><p>(1)23 年营收4.91 亿元(+31.72%),归母<span>净利润</span>-2.88 亿元,扣非归母净利润-3.35 亿元。</p><p>(2)23Q4 营收2.68 亿元(+33.14%),归母净利润-0.20 亿元,扣非归母净利润-0.38 亿元。</p><p>(3)24Q1 营收0.63 亿元(+46.00%),归母净利润-0.89 亿元,扣非归母净利润-0.93 亿元。</p><p>【分产品看】</p><p>23 年大数据与云基础平台软件业务收入1.87 亿元(+43.51%)、分布式关系型数据库软件业务收入0.54 亿元(+71.57%)、数据开发与<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>分析工具软件业务收入0.85 亿元(+61.98%)、应用与解决方案收入0.79 亿元(+29.33%)。</p><p>【毛利率】</p><p>23 年毛利率59.61%,同比增加3.07pct、23Q4 毛利率60.07%,同比增加1.32pct;24Q1 毛利率69.27%,同比增加17.70pct;注:括号内均为同比增速</p><p>业绩点评</p><p>营收高速增长,盈利能力持续攀升</p><p>公司23 年实现营收4.91 亿元(+31.72%),23Q4 实现营收2.68 亿元(+33.14%),24Q1 营收0.63 亿元(+46.00%)。根据公司23 年年报披露,公司确认收入的客户数量为578 家,相比2022 年同期的514 家,同比增长12.5%,其中确认收入金额大于100 万的高价值客户数目由上年同期的101家增加至报告期内的134 家,公司平均客单价相比上年同期提升显著。同时,公司继续提质增效,主动聚焦高价值、高<span>毛利</span>的软件授权业务,积极构建产品技术生态,培养交付合作伙伴,优化服务实施成本,公司毛利率由2022 年的 56.54%提升至59.61%。</p><p>三费费率全面下降,成本优化成效显著</p><p>公司23 年销售/管理/研发费用率53.50%/25.66%/45.45%,销售费用率同比减少1.58pct,管理费用率同比减少6.90pct,研发费用率同比减少6.61pct。公司的三费费率合计由2022 年的139.70%下降至2023 的124.61%。同时,公司通过对内部流程的持续优化,为公司的长期可持续发展奠定了坚实的基础。</p><p>拥抱大模型+向量数据库,协同Intel 打造AIPC 应用时代AIPC 能够通过学习用户的行为模式来优化性能,提供更加精准的信息检索、内容推荐和自动化任务处理。需要端侧大模型产品,也需要向量数据库去将文本、图像、视频等内容转化为高维向量分析和处理。</p><p><a href=\"https://laohu8.com/S/688031\">星环科技</a>提供:</p><p>1)分布式向量数据库Hippo</p><p>2)大模型运营管理软件Sophon LLMOps</p><p>3)端侧大模型产品:企业级垂直领域问答大模型“无涯”及其衍生的数据分析大模型“求索”。</p><p>星环科技于2024 年3 月在<a href=\"https://laohu8.com/S/INTC\">英特尔</a>商用客户端AIPC 产品发布会,发布“无涯大模型AIPC 版”,并预发布“无涯·问知”AIPC 版。目前,“无涯”和“求索”均已通过国家互联网信息办公室的深度合成服务算法备案。</p><p>截至2023 年年末,公司提供的大模型时代AI Infra 相关产品订单逾 5400 万元。</p><p>盈利预测与估值</p><p>我们预计公司2024-2026 年实现<span>营业收入</span>分别为6.81/8.99/11.01 亿元,同比增速38.73%/32.07%/22.48%;2024-2026 年归母净利润分别为-1.29/-0.67/0.15 亿元,对应2024 年P/S 8.16 倍。维持“ 买入”评级。</p><p>风险提示</p><p>行业竞争加剧、业务拓展不及预期、提供的产品服务不能及时满足政策要求、国产替代进展未达预期风险等。</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>星环科技(688031):携手INTEL迎接AIPC时代到来</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星环科技(688031):携手INTEL迎接AIPC时代到来\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-30 18:51 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404301851228b65f628&s=b><strong>浙商证券股份有...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>业绩表现【整体业绩】(1)23 年营收4.91 亿元(+31.72%),归母净利润-2.88 亿元,扣非归母净利润-3.35 亿元。(2)23Q4 营收2.68 亿元(+33.14%),归母净利润-0.20 亿元,扣非归母净利润-0.38 亿元。(3)24Q1 营收0.63 亿元(+46.00%),归母净利润-0.89 亿元,扣非归母净利润-0.93 亿元。【分产品看】23 年大数据与云基础平台...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404301851228b65f628&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"688031":"星环科技","BK4535":"淡马锡持仓","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4554":"元宇宙及AR概念","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4141":"半导体产品","BK4529":"IDC概念","BK4550":"红杉资本持仓","BK4527":"明星科技股","BK4515":"5G概念","BK4575":"芯片概念","BK4534":"瑞士信贷持仓","BK4512":"苹果概念","INTC":"英特尔","BK4579":"人工智能","BK4588":"碎股","BK4585":"ETF&股票定投概念"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404301851228b65f628&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2431231154","content_text":"业绩表现【整体业绩】(1)23 年营收4.91 亿元(+31.72%),归母净利润-2.88 亿元,扣非归母净利润-3.35 亿元。(2)23Q4 营收2.68 亿元(+33.14%),归母净利润-0.20 亿元,扣非归母净利润-0.38 亿元。(3)24Q1 营收0.63 亿元(+46.00%),归母净利润-0.89 亿元,扣非归母净利润-0.93 亿元。【分产品看】23 年大数据与云基础平台软件业务收入1.87 亿元(+43.51%)、分布式关系型数据库软件业务收入0.54 亿元(+71.57%)、数据开发与智能分析工具软件业务收入0.85 亿元(+61.98%)、应用与解决方案收入0.79 亿元(+29.33%)。【毛利率】23 年毛利率59.61%,同比增加3.07pct、23Q4 毛利率60.07%,同比增加1.32pct;24Q1 毛利率69.27%,同比增加17.70pct;注:括号内均为同比增速业绩点评营收高速增长,盈利能力持续攀升公司23 年实现营收4.91 亿元(+31.72%),23Q4 实现营收2.68 亿元(+33.14%),24Q1 营收0.63 亿元(+46.00%)。根据公司23 年年报披露,公司确认收入的客户数量为578 家,相比2022 年同期的514 家,同比增长12.5%,其中确认收入金额大于100 万的高价值客户数目由上年同期的101家增加至报告期内的134 家,公司平均客单价相比上年同期提升显著。同时,公司继续提质增效,主动聚焦高价值、高毛利的软件授权业务,积极构建产品技术生态,培养交付合作伙伴,优化服务实施成本,公司毛利率由2022 年的 56.54%提升至59.61%。三费费率全面下降,成本优化成效显著公司23 年销售/管理/研发费用率53.50%/25.66%/45.45%,销售费用率同比减少1.58pct,管理费用率同比减少6.90pct,研发费用率同比减少6.61pct。公司的三费费率合计由2022 年的139.70%下降至2023 的124.61%。同时,公司通过对内部流程的持续优化,为公司的长期可持续发展奠定了坚实的基础。拥抱大模型+向量数据库,协同Intel 打造AIPC 应用时代AIPC 能够通过学习用户的行为模式来优化性能,提供更加精准的信息检索、内容推荐和自动化任务处理。需要端侧大模型产品,也需要向量数据库去将文本、图像、视频等内容转化为高维向量分析和处理。星环科技提供:1)分布式向量数据库Hippo2)大模型运营管理软件Sophon LLMOps3)端侧大模型产品:企业级垂直领域问答大模型“无涯”及其衍生的数据分析大模型“求索”。星环科技于2024 年3 月在英特尔商用客户端AIPC 产品发布会,发布“无涯大模型AIPC 版”,并预发布“无涯·问知”AIPC 版。目前,“无涯”和“求索”均已通过国家互联网信息办公室的深度合成服务算法备案。截至2023 年年末,公司提供的大模型时代AI Infra 相关产品订单逾 5400 万元。盈利预测与估值我们预计公司2024-2026 年实现营业收入分别为6.81/8.99/11.01 亿元,同比增速38.73%/32.07%/22.48%;2024-2026 年归母净利润分别为-1.29/-0.67/0.15 亿元,对应2024 年P/S 8.16 倍。维持“ 买入”评级。风险提示行业竞争加剧、业务拓展不及预期、提供的产品服务不能及时满足政策要求、国产替代进展未达预期风险等。","news_type":1,"symbols_score_info":{"688031":0.9,"INTC":1}},"isVote":1,"tweetType":1,"viewCount":1220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":268633353949224,"gmtCreate":1706615212566,"gmtModify":1706615213995,"author":{"id":"3542948933081376","authorId":"3542948933081376","name":"Galois189","avatar":"https://static.tigerbbs.com/307cdcc9c42b33293067e9fd5f22e355","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3542948933081376","idStr":"3542948933081376"},"themes":[],"htmlText":"<a 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这个股票还没有退市?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/268633353949224","isVote":1,"tweetType":1,"viewCount":17833,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":260068108611656,"gmtCreate":1704503238607,"gmtModify":1704503240147,"author":{"id":"3542948933081376","authorId":"3542948933081376","name":"Galois189","avatar":"https://static.tigerbbs.com/307cdcc9c42b33293067e9fd5f22e355","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3542948933081376","idStr":"3542948933081376"},"themes":[],"htmlText":"把迷雾剧拍成生活剧,也算创新了","listText":"把迷雾剧拍成生活剧,也算创新了","text":"把迷雾剧拍成生活剧,也算创新了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/260068108611656","repostId":"2393109372","repostType":2,"isVote":1,"tweetType":1,"viewCount":1030,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":204590459261168,"gmtCreate":1690980178754,"gmtModify":1690980180237,"author":{"id":"3542948933081376","authorId":"3542948933081376","name":"Galois189","avatar":"https://static.tigerbbs.com/307cdcc9c42b33293067e9fd5f22e355","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3542948933081376","idStr":"3542948933081376"},"themes":[],"htmlText":"But NV is too too expensive now ","listText":"But NV is too too expensive now ","text":"But NV is too too expensive now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/204590459261168","repostId":"2356848791","repostType":2,"isVote":1,"tweetType":1,"viewCount":1170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197129382875256,"gmtCreate":1689152749746,"gmtModify":1689152750826,"author":{"id":"3542948933081376","authorId":"3542948933081376","name":"Galois189","avatar":"https://static.tigerbbs.com/307cdcc9c42b33293067e9fd5f22e355","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3542948933081376","idStr":"3542948933081376"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>英特尔的AI加速卡在中国市场很有希望","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>英特尔的AI加速卡在中国市场很有希望","text":"$英特尔(INTC)$ 英特尔的AI加速卡在中国市场很有希望","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/197129382875256","isVote":1,"tweetType":1,"viewCount":1082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":665488909,"gmtCreate":1667442649001,"gmtModify":1667442651515,"author":{"id":"3542948933081376","authorId":"3542948933081376","name":"Galois189","avatar":"https://static.tigerbbs.com/307cdcc9c42b33293067e9fd5f22e355","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3542948933081376","idStr":"3542948933081376"},"themes":[],"htmlText":"飞机高铁上不好用吧","listText":"飞机高铁上不好用吧","text":"飞机高铁上不好用吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/665488909","repostId":"2280551575","repostType":2,"repost":{"id":"2280551575","kind":"news","pubTimestamp":1667440455,"share":"https://www.laohu8.com/m/news/2280551575?lang=&edition=full","pubTime":"2022-11-03 09:54","market":"us","language":"zh","title":"云栖大会展出多款创新终端 笔记本机皇、","url":"https://stock-news.laohu8.com/highlight/detail?id=2280551575","media":"视频","summary":"在11月2日云栖大会开放日上,一批搭载阿里云无影架构的新终端形态对外展出:包括无影笔记本、Rokid Air+Station、谷东工业AR眼镜、MAXHUB智能显示器、5G本DEXBOOK等。个人计算终端呈现云端加速融合趋势。无影笔记本是第一款云笔记本产品,呈现出计算力超出了硬件形态。","content":"<html><body><div>\n<div itemprop=\"articleBody\">\n<img src=\"https://mercrt-fd.zol-img.com.cn/t_s640x360/g7/M00/03/09/ChMkK2NjHbyIVC-mACUv2Xu9YMoAAJNvwCj6-0AJS_x307.png\"/><div>\n<div><div></div></div>\n</div>\n<p>在11<span>月</span>2<span>日云栖大会开放日上,一批搭载阿里云无影架构的新终端形态对外展出:包括无影笔记本、</span>Rokid Air+Station<span>、谷东工业</span>AR<span>眼镜、</span>MAXHUB<span><a href=\"https://laohu8.com/S/5RE.SI\">智能</a>显示器、</span>5G<span>本</span>DEXBOOK<span>等。个人计算终端呈现云端加速融合趋势。</span></p><p><span>无影笔记本是第一款云笔记本产品,呈现出计算力超出了硬件形态。这款笔记本重量低于</span>1.29<span>千克,厚度低于</span>13.9<span>毫米,与<a href=\"https://laohu8.com/S/AAPL\">苹果</a></span>Macbook Air M1 <span>相当。日前有评测达人透露,这款产品的工程样机在</span>Cinebench<span>上跑分达到</span>12<span>万以上,通过接入云上算力,被网友称为</span>“<span>全球第一</span>”<span>、</span>“<span>机皇</span>”<span>。</span><span></span></p><p><span></span><img src=\"https://mercrt-fd.zol-img.com.cn/t_s640x360/g7/M00/03/09/ChMkK2NjHbyIVC-mACUv2Xu9YMoAAJNvwCj6-0AJS_x307.png\"/><strong>无影笔记本及全家福产品特性</strong></p><p><span>用户在任何终端登入无影账号,都可以实现计算存储的弹性使用。无影笔记本通过端侧</span>AI<span>超分等技术,实现高清画质下的极低能耗、超长续航。实验室数据显示,其普通办公续航达到</span>20<span>小时左右;播放高清视频或</span>3D<span>渲染场景也可达</span>12<span>小时。</span></p><p><span>同时,整体设计强调超便携但更安全。笔记本取代桌面电脑,已成为更多移动工作场景标配,但对于科技公司,代码、数据等资产如何治理,亟需云安全产品和灵活可控的外接策略。无影目前支持</span>300<span>多类外接设备,并可以进行企业内网、外网、设备之间清晰独立的安全策略设置。</span></p><p><span>无影架构在工业级与消费级增强现实终端上,让性能与轻薄得以平衡。智能</span>AR<span>眼镜厂商</span>Rokid<span>新发布的</span>Rokid Air+Station <span>套件产品,可以让用户戴上仅重</span>83g<span>的</span>AR<span>眼镜,连接蓝牙键鼠,即可使用无影云电脑。在移动办公场景下,用便携私密大屏的形式,完成大型设计、影视渲染等重协同工作。</span></p><p><img src=\"https://mercrt-fd.zol-img.com.cn/t_s640x425/g7/M00/03/09/ChMkLGNjHfmINs33ABhx0tDl76cAAJNvwKGetQAGHHq679.png\"/><strong>云栖大会B区无影展区Rokid Air+Station</strong></p><p><span>工业</span>AR<span>企业谷东科技在工业</span>AR<span>头盔中调用无影,帮客户进行航空发动机组件、高精医科手术教学等百万面精度的模拟实训,同时支持语音和手势交互,在嘈杂环境下能够作业,保证多端协同、数据安全、异地访问。</span></p><p><strong><img src=\"https://mercrt-fd.zol-img.com.cn/t_s640x426/g7/M00/03/09/ChMkLGNjHiCIFD5rACjCVF8KdhgAAJNvwM4C1oAKMJs501.png\"/></strong><strong>云栖大会开放日上,观众试用搭载无影的工业AR头盔</strong></p><p>无影与5G场景也通过更多终端加速融合。<a href=\"https://laohu8.com/S/600050\">中国联通</a>通过无影开发了基于自研雁飞5G模组的卡片云电脑,仅有名片大小,内置专网能力,最大程度利用5G超低延时特性。台达硕参与研发的DEXBOOK,通过5G+无影架构,实现14寸笔记本电脑中的极高的便携性与性价比。未来,云网端融合架构将继续深入探索,还能影响更多人类工业制造领域的大型终端。</p><p><strong><img src=\"https://mercrt-fd.zol-img.com.cn/t_s640x425/g7/M00/03/09/ChMkLGNjHqqIacz1AELdneLe7tgAAJNwAJkEk8AQt21269.png\"/></strong><strong>通过无影云网端融合架构,搭建的C919驾驶舱体验</strong></p><div><div><p><img src=\"https://img14.360buyimg.com/n0/s200x200_jfs/t1/105318/37/33189/96569/63623aa6Ec8ccbfac/410f8c2a6e812809.jpg\"/></p><p><strong><a href=\"https://laohu8.com/S/INTC\">英特尔</a>(Intel) i7-13700K 13代 酷睿 处理器 16核24线程 睿频至高可达5.4Ghz 30M三级缓存 台式机CPU</strong></p><p><zspan>[经销商]</zspan> 京东商城</p><p><zspan>[产品售价]</zspan> ¥3599元</p><p>进入购买</p></div></div><div><div><p><img src=\"https://img12.360buyimg.com/n0/s200x200_jfs/t1/126800/16/27829/77709/63622997Ed754199d/8f3474fca2fcdbb1.jpg\"/></p><p><strong>AMD 锐龙9 5900X 处理器(r9)7nm 12核24线程 3.7GHz 105W AM4接口 盒装CPU</strong></p><p><zspan>[经销商]</zspan> 京东商城</p><p><zspan>[产品售价]</zspan> ¥2399元</p><p>进入购买</p></div></div><p>本文属于原创文章,如若转载,请注明来源:云栖大会展出多款创新终端 笔记本机皇、AR眼镜均搭载无影架构https://cloud.zol.com.cn/805/8059956.html</p><div zpv-events-inview=\"article-cont-bottom-viewport\"></div>\n<div>纠错与问题建议<span>标签:</span>CPU</div><div>\n<span itemprop=\"url\">https://cloud.zol.com.cn/805/8059956.html</span>\n<span itemprop=\"indexUrl\">cloud.zol.com.cn</span>\n<span itemprop=\"isOriginal\">true</span>\n<span itemprop=\"author\"><a href=\"https://laohu8.com/S/000931\">中关村</a>在线</span>\n<span itemprop=\"isBasedOnUrl\">https://cloud.zol.com.cn/805/8059956.html</span>\n<span itemprop=\"genre\">report</span>\n<span itemprop=\"wordCount\">2074</span>\n<span itemprop=\"description\">在11月2日云栖大会开放日上,一批搭载阿里云无影架构的新终端形态对外展出:包括无影笔记本、Rokid Air+Station、谷东工业AR眼镜、MAXHUB智能显示器、5G本DEXBOOK等。个人计算终端呈现云端加速融合趋势。无影笔记本是第一款云笔记本产品,呈现出计算力超出了硬件形态。这...</span>\n</div></div>\n</div></body></html>","source":"zol_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>云栖大会展出多款创新终端 笔记本机皇、</title>\n<style 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这个股票还没有退市?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/268633353949224","isVote":1,"tweetType":1,"viewCount":17833,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":407428651864192,"gmtCreate":1740488817897,"gmtModify":1740488819849,"author":{"id":"3542948933081376","authorId":"3542948933081376","name":"Galois189","avatar":"https://static.tigerbbs.com/307cdcc9c42b33293067e9fd5f22e355","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542948933081376","authorIdStr":"3542948933081376"},"themes":[],"htmlText":"这个家伙说的没几次是真的[可爱] ","listText":"这个家伙说的没几次是真的[可爱] ","text":"这个家伙说的没几次是真的[可爱]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407428651864192","repostId":"2514465065","repostType":2,"repost":{"id":"2514465065","kind":"news","pubTimestamp":1740476298,"share":"https://www.laohu8.com/m/news/2514465065?lang=&edition=full","pubTime":"2025-02-25 17:38","market":"us","language":"zh","title":"Intel 18A工程样品测试良率低于20%~30%?","url":"https://stock-news.laohu8.com/highlight/detail?id=2514465065","media":"芯智讯","summary":"近期,因为传闻台积电将接管英特尔晶圆制造部门,导致英特尔内部员工反对,认为Intel 18A节点制程较台积电N2节点制程更具优势,如果将英特尔晶圆制造业务交台积电是一个错误。2025年初的行业调查显示,Intel 18A的良率低于20~30%,因此还有很大的提高空间。去年下半年,韩国媒体曾爆料称英特尔Intel 18A制程良率仅10%,并表示博通可能已经取消了与英特尔的合作,该消息当时就引发了业内的极大关注。","content":"<html><body><article><img src=\"https://inews.gtimg.com/om_bt/OrjX8DZ7Veo9mgYKz1P0cCnLcQ_oixFOEkWaIWKIVk9FAAA/0\"/><p>近期,因为传闻<a href=\"https://laohu8.com/S/TSM\">台积电</a>将接管<a href=\"https://laohu8.com/S/INTC\">英特尔</a>晶圆制造部门,导致英特尔内部员工反对,认为Intel 18A节点制程较台积电N2节点制程更具优势,如果将英特尔晶圆制造业务交台积电是一个错误。随后英特尔官方也宣布,Intel 18A已经准备就绪,最快可能将会在今年年中量产,比台积电N2进度更快。对此,<a href=\"https://laohu8.com/S/601162\">天风证券</a>分析师郭明𫓹表示,Intel 18A 的样品测试良率不如预期,加上组织设置与供应链管理文化瓶颈,这都让台积电能够进一步胜出。</p><p>郭明𫓹在“X”平台上发布贴文指出,目前,主要的PC ODM/EMS制造商正在测试使用Intel/IFS 18A制造的第一个Panther Lake工程样品。2025年初的行业调查显示,Intel 18A的良率低于20~30%,因此还有很大的提高空间。对于英特尔在下半年达到批量生产的目标而言,这并不是一个好兆头。除了技术挑战之外,IFS由于其组织设置,供应链MGT和文化而赢得外部订单的障碍。这就是台积电完全脱颖而出的地方。</p><p>去年下半年,韩国媒体曾爆料称英特尔Intel 18A制程良率仅10%,并表示<a href=\"https://laohu8.com/S/AVGO\">博通</a>可能已经取消了与英特尔的合作,该消息当时就引发了业内的极大关注。不过,随后知名分析师Patrick Moorhead和英特尔前CEO帕特·基辛格都在X平台上进行了辟谣。</p><p>基辛格还表示,对于现在的芯片来说,用百分比来表示良率是不恰当的。因为有很多的不同类型的芯片,一些大的计算芯片可能良率较低,但一些小芯片良率会比较高。所以,如果不先以定义芯片尺寸为前提,任何使用良率百分比来作为衡量特定制程工艺的水平,都是不了解半导体良率的。</p><p>外媒也报导称,目前整个芯片产业都未能为英特尔的困境提供任何协助,尽管台积电等竞争对手通过专注于制造而蓬勃发展,博通则擅长高利润的IC设计业务,但英特尔的一条龙的作业模式在高度专业化的市场压力下受到严重打击。该公司转向代工业务的初衷,目标是通过向外部客户开放晶圆制造业务来重新夺回领导地位。但结果是耗费了大量资金之后,却暴露出了基础设施老化,而且灵活性无法与竞争对手匹敌的问题。使得英特尔的股价在五年内缩水了一半以上,与受到人工智能(AI)带动的市场需求,创新浪潮所拉抬的半导体产业形成鲜明对比。</p><p>报导指出,英特尔在Intel 18A的发展不只是技术展现,还代表着一家公司在生存威胁中努力重新定义自我的目标。然而,低良率就代表着面对大规模生产的延后,还可能进一步无法提供客户所需的尖端芯片。同时,英特尔的分拆传闻也反映出对相关性的迫切追求,也就是将IC设计分拆给博通,可能会使焦点更加集中。而将晶圆制造交给台积电,有机会摆脱财物的无底洞。但这其中,执行力无疑的是其中的关键。因此,英特尔必须证明其设施能够服务多样化的客户群。但是要实现到这样的目标明显是一个艰巨的任务。</p><p>编辑:芯智讯-林子</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 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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\">\nIntel 18A工程样品测试良率低于20%~30%?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-25 17:38 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250225173930abdc2f00&s=b><strong>芯智讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>近期,因为传闻台积电将接管英特尔晶圆制造部门,导致英特尔内部员工反对,认为Intel 18A节点制程较台积电N2节点制程更具优势,如果将英特尔晶圆制造业务交台积电是一个错误。随后英特尔官方也宣布,Intel 18A已经准备就绪,最快可能将会在今年年中量产,比台积电N2进度更快。对此,天风证券分析师郭明𫓹表示,Intel 18A 的样品测试良率不如预期,加上组织设置与供应链管理文化瓶颈,这都让台积电...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250225173930abdc2f00&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4575":"芯片概念","BK4535":"淡马锡持仓","BK4515":"5G概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4550":"红杉资本持仓","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4588":"碎股","BK4579":"人工智能","BK4605":"半导体精选","INTC":"英特尔","TSM":"台积电","BK4554":"元宇宙及AR概念","BK4512":"苹果概念","BK4543":"AI","BK4527":"明星科技股","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4585":"ETF&股票定投概念","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","BK4529":"IDC概念","BK4602":"量子计算概念"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250225173930abdc2f00&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2514465065","content_text":"近期,因为传闻台积电将接管英特尔晶圆制造部门,导致英特尔内部员工反对,认为Intel 18A节点制程较台积电N2节点制程更具优势,如果将英特尔晶圆制造业务交台积电是一个错误。随后英特尔官方也宣布,Intel 18A已经准备就绪,最快可能将会在今年年中量产,比台积电N2进度更快。对此,天风证券分析师郭明𫓹表示,Intel 18A 的样品测试良率不如预期,加上组织设置与供应链管理文化瓶颈,这都让台积电能够进一步胜出。郭明𫓹在“X”平台上发布贴文指出,目前,主要的PC ODM/EMS制造商正在测试使用Intel/IFS 18A制造的第一个Panther Lake工程样品。2025年初的行业调查显示,Intel 18A的良率低于20~30%,因此还有很大的提高空间。对于英特尔在下半年达到批量生产的目标而言,这并不是一个好兆头。除了技术挑战之外,IFS由于其组织设置,供应链MGT和文化而赢得外部订单的障碍。这就是台积电完全脱颖而出的地方。去年下半年,韩国媒体曾爆料称英特尔Intel 18A制程良率仅10%,并表示博通可能已经取消了与英特尔的合作,该消息当时就引发了业内的极大关注。不过,随后知名分析师Patrick Moorhead和英特尔前CEO帕特·基辛格都在X平台上进行了辟谣。基辛格还表示,对于现在的芯片来说,用百分比来表示良率是不恰当的。因为有很多的不同类型的芯片,一些大的计算芯片可能良率较低,但一些小芯片良率会比较高。所以,如果不先以定义芯片尺寸为前提,任何使用良率百分比来作为衡量特定制程工艺的水平,都是不了解半导体良率的。外媒也报导称,目前整个芯片产业都未能为英特尔的困境提供任何协助,尽管台积电等竞争对手通过专注于制造而蓬勃发展,博通则擅长高利润的IC设计业务,但英特尔的一条龙的作业模式在高度专业化的市场压力下受到严重打击。该公司转向代工业务的初衷,目标是通过向外部客户开放晶圆制造业务来重新夺回领导地位。但结果是耗费了大量资金之后,却暴露出了基础设施老化,而且灵活性无法与竞争对手匹敌的问题。使得英特尔的股价在五年内缩水了一半以上,与受到人工智能(AI)带动的市场需求,创新浪潮所拉抬的半导体产业形成鲜明对比。报导指出,英特尔在Intel 18A的发展不只是技术展现,还代表着一家公司在生存威胁中努力重新定义自我的目标。然而,低良率就代表着面对大规模生产的延后,还可能进一步无法提供客户所需的尖端芯片。同时,英特尔的分拆传闻也反映出对相关性的迫切追求,也就是将IC设计分拆给博通,可能会使焦点更加集中。而将晶圆制造交给台积电,有机会摆脱财物的无底洞。但这其中,执行力无疑的是其中的关键。因此,英特尔必须证明其设施能够服务多样化的客户群。但是要实现到这样的目标明显是一个艰巨的任务。编辑:芯智讯-林子","news_type":1,"symbols_score_info":{"INTC":1,"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":1150,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300930888884528,"gmtCreate":1714475639640,"gmtModify":1714481763639,"author":{"id":"3542948933081376","authorId":"3542948933081376","name":"Galois189","avatar":"https://static.tigerbbs.com/307cdcc9c42b33293067e9fd5f22e355","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542948933081376","authorIdStr":"3542948933081376"},"themes":[],"htmlText":"AIPC和星环有个毛关系?","listText":"AIPC和星环有个毛关系?","text":"AIPC和星环有个毛关系?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300930888884528","repostId":"2431231154","repostType":2,"repost":{"id":"2431231154","kind":"news","pubTimestamp":1714474277,"share":"https://www.laohu8.com/m/news/2431231154?lang=&edition=full","pubTime":"2024-04-30 18:51","market":"us","language":"zh","title":"星环科技(688031):携手INTEL迎接AIPC时代到来","url":"https://stock-news.laohu8.com/highlight/detail?id=2431231154","media":"浙商证券股份有...","summary":"公司的三费费率合计由2022 年的139.70%下降至2023 的124.61%。拥抱大模型+向量数据库,协同Intel 打造AIPC 应用时代AIPC 能够通过学习用户的行为模式来优化性能,提供更加精准的信息检索、内容推荐和自动化任务处理。星环科技于2024 年3 月在英特尔商用客户端AIPC 产品发布会,发布“无涯大模型AIPC 版”,并预发布“无涯·问知”AIPC 版。截至2023 年年末,公司提供的大模型时代AI Infra 相关产品订单逾 5400 万元。维持“ 买入”评级。","content":"<html><body><article><p>业绩表现</p><p>【整体业绩】</p><p>(1)23 年营收4.91 亿元(+31.72%),归母<span>净利润</span>-2.88 亿元,扣非归母净利润-3.35 亿元。</p><p>(2)23Q4 营收2.68 亿元(+33.14%),归母净利润-0.20 亿元,扣非归母净利润-0.38 亿元。</p><p>(3)24Q1 营收0.63 亿元(+46.00%),归母净利润-0.89 亿元,扣非归母净利润-0.93 亿元。</p><p>【分产品看】</p><p>23 年大数据与云基础平台软件业务收入1.87 亿元(+43.51%)、分布式关系型数据库软件业务收入0.54 亿元(+71.57%)、数据开发与<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>分析工具软件业务收入0.85 亿元(+61.98%)、应用与解决方案收入0.79 亿元(+29.33%)。</p><p>【毛利率】</p><p>23 年毛利率59.61%,同比增加3.07pct、23Q4 毛利率60.07%,同比增加1.32pct;24Q1 毛利率69.27%,同比增加17.70pct;注:括号内均为同比增速</p><p>业绩点评</p><p>营收高速增长,盈利能力持续攀升</p><p>公司23 年实现营收4.91 亿元(+31.72%),23Q4 实现营收2.68 亿元(+33.14%),24Q1 营收0.63 亿元(+46.00%)。根据公司23 年年报披露,公司确认收入的客户数量为578 家,相比2022 年同期的514 家,同比增长12.5%,其中确认收入金额大于100 万的高价值客户数目由上年同期的101家增加至报告期内的134 家,公司平均客单价相比上年同期提升显著。同时,公司继续提质增效,主动聚焦高价值、高<span>毛利</span>的软件授权业务,积极构建产品技术生态,培养交付合作伙伴,优化服务实施成本,公司毛利率由2022 年的 56.54%提升至59.61%。</p><p>三费费率全面下降,成本优化成效显著</p><p>公司23 年销售/管理/研发费用率53.50%/25.66%/45.45%,销售费用率同比减少1.58pct,管理费用率同比减少6.90pct,研发费用率同比减少6.61pct。公司的三费费率合计由2022 年的139.70%下降至2023 的124.61%。同时,公司通过对内部流程的持续优化,为公司的长期可持续发展奠定了坚实的基础。</p><p>拥抱大模型+向量数据库,协同Intel 打造AIPC 应用时代AIPC 能够通过学习用户的行为模式来优化性能,提供更加精准的信息检索、内容推荐和自动化任务处理。需要端侧大模型产品,也需要向量数据库去将文本、图像、视频等内容转化为高维向量分析和处理。</p><p><a href=\"https://laohu8.com/S/688031\">星环科技</a>提供:</p><p>1)分布式向量数据库Hippo</p><p>2)大模型运营管理软件Sophon LLMOps</p><p>3)端侧大模型产品:企业级垂直领域问答大模型“无涯”及其衍生的数据分析大模型“求索”。</p><p>星环科技于2024 年3 月在<a href=\"https://laohu8.com/S/INTC\">英特尔</a>商用客户端AIPC 产品发布会,发布“无涯大模型AIPC 版”,并预发布“无涯·问知”AIPC 版。目前,“无涯”和“求索”均已通过国家互联网信息办公室的深度合成服务算法备案。</p><p>截至2023 年年末,公司提供的大模型时代AI Infra 相关产品订单逾 5400 万元。</p><p>盈利预测与估值</p><p>我们预计公司2024-2026 年实现<span>营业收入</span>分别为6.81/8.99/11.01 亿元,同比增速38.73%/32.07%/22.48%;2024-2026 年归母净利润分别为-1.29/-0.67/0.15 亿元,对应2024 年P/S 8.16 倍。维持“ 买入”评级。</p><p>风险提示</p><p>行业竞争加剧、业务拓展不及预期、提供的产品服务不能及时满足政策要求、国产替代进展未达预期风险等。</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>星环科技(688031):携手INTEL迎接AIPC时代到来</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星环科技(688031):携手INTEL迎接AIPC时代到来\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-30 18:51 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404301851228b65f628&s=b><strong>浙商证券股份有...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>业绩表现【整体业绩】(1)23 年营收4.91 亿元(+31.72%),归母净利润-2.88 亿元,扣非归母净利润-3.35 亿元。(2)23Q4 营收2.68 亿元(+33.14%),归母净利润-0.20 亿元,扣非归母净利润-0.38 亿元。(3)24Q1 营收0.63 亿元(+46.00%),归母净利润-0.89 亿元,扣非归母净利润-0.93 亿元。【分产品看】23 年大数据与云基础平台...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404301851228b65f628&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"688031":"星环科技","BK4535":"淡马锡持仓","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4554":"元宇宙及AR概念","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4141":"半导体产品","BK4529":"IDC概念","BK4550":"红杉资本持仓","BK4527":"明星科技股","BK4515":"5G概念","BK4575":"芯片概念","BK4534":"瑞士信贷持仓","BK4512":"苹果概念","INTC":"英特尔","BK4579":"人工智能","BK4588":"碎股","BK4585":"ETF&股票定投概念"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404301851228b65f628&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2431231154","content_text":"业绩表现【整体业绩】(1)23 年营收4.91 亿元(+31.72%),归母净利润-2.88 亿元,扣非归母净利润-3.35 亿元。(2)23Q4 营收2.68 亿元(+33.14%),归母净利润-0.20 亿元,扣非归母净利润-0.38 亿元。(3)24Q1 营收0.63 亿元(+46.00%),归母净利润-0.89 亿元,扣非归母净利润-0.93 亿元。【分产品看】23 年大数据与云基础平台软件业务收入1.87 亿元(+43.51%)、分布式关系型数据库软件业务收入0.54 亿元(+71.57%)、数据开发与智能分析工具软件业务收入0.85 亿元(+61.98%)、应用与解决方案收入0.79 亿元(+29.33%)。【毛利率】23 年毛利率59.61%,同比增加3.07pct、23Q4 毛利率60.07%,同比增加1.32pct;24Q1 毛利率69.27%,同比增加17.70pct;注:括号内均为同比增速业绩点评营收高速增长,盈利能力持续攀升公司23 年实现营收4.91 亿元(+31.72%),23Q4 实现营收2.68 亿元(+33.14%),24Q1 营收0.63 亿元(+46.00%)。根据公司23 年年报披露,公司确认收入的客户数量为578 家,相比2022 年同期的514 家,同比增长12.5%,其中确认收入金额大于100 万的高价值客户数目由上年同期的101家增加至报告期内的134 家,公司平均客单价相比上年同期提升显著。同时,公司继续提质增效,主动聚焦高价值、高毛利的软件授权业务,积极构建产品技术生态,培养交付合作伙伴,优化服务实施成本,公司毛利率由2022 年的 56.54%提升至59.61%。三费费率全面下降,成本优化成效显著公司23 年销售/管理/研发费用率53.50%/25.66%/45.45%,销售费用率同比减少1.58pct,管理费用率同比减少6.90pct,研发费用率同比减少6.61pct。公司的三费费率合计由2022 年的139.70%下降至2023 的124.61%。同时,公司通过对内部流程的持续优化,为公司的长期可持续发展奠定了坚实的基础。拥抱大模型+向量数据库,协同Intel 打造AIPC 应用时代AIPC 能够通过学习用户的行为模式来优化性能,提供更加精准的信息检索、内容推荐和自动化任务处理。需要端侧大模型产品,也需要向量数据库去将文本、图像、视频等内容转化为高维向量分析和处理。星环科技提供:1)分布式向量数据库Hippo2)大模型运营管理软件Sophon LLMOps3)端侧大模型产品:企业级垂直领域问答大模型“无涯”及其衍生的数据分析大模型“求索”。星环科技于2024 年3 月在英特尔商用客户端AIPC 产品发布会,发布“无涯大模型AIPC 版”,并预发布“无涯·问知”AIPC 版。目前,“无涯”和“求索”均已通过国家互联网信息办公室的深度合成服务算法备案。截至2023 年年末,公司提供的大模型时代AI Infra 相关产品订单逾 5400 万元。盈利预测与估值我们预计公司2024-2026 年实现营业收入分别为6.81/8.99/11.01 亿元,同比增速38.73%/32.07%/22.48%;2024-2026 年归母净利润分别为-1.29/-0.67/0.15 亿元,对应2024 年P/S 8.16 倍。维持“ 买入”评级。风险提示行业竞争加剧、业务拓展不及预期、提供的产品服务不能及时满足政策要求、国产替代进展未达预期风险等。","news_type":1,"symbols_score_info":{"688031":0.9,"INTC":1}},"isVote":1,"tweetType":1,"viewCount":1220,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":260068108611656,"gmtCreate":1704503238607,"gmtModify":1704503240147,"author":{"id":"3542948933081376","authorId":"3542948933081376","name":"Galois189","avatar":"https://static.tigerbbs.com/307cdcc9c42b33293067e9fd5f22e355","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542948933081376","authorIdStr":"3542948933081376"},"themes":[],"htmlText":"把迷雾剧拍成生活剧,也算创新了","listText":"把迷雾剧拍成生活剧,也算创新了","text":"把迷雾剧拍成生活剧,也算创新了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/260068108611656","repostId":"2393109372","repostType":2,"isVote":1,"tweetType":1,"viewCount":1030,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":204590459261168,"gmtCreate":1690980178754,"gmtModify":1690980180237,"author":{"id":"3542948933081376","authorId":"3542948933081376","name":"Galois189","avatar":"https://static.tigerbbs.com/307cdcc9c42b33293067e9fd5f22e355","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542948933081376","authorIdStr":"3542948933081376"},"themes":[],"htmlText":"But NV is too too expensive now ","listText":"But NV is too too expensive now ","text":"But NV is too too expensive now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/204590459261168","repostId":"2356848791","repostType":2,"isVote":1,"tweetType":1,"viewCount":1170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197129382875256,"gmtCreate":1689152749746,"gmtModify":1689152750826,"author":{"id":"3542948933081376","authorId":"3542948933081376","name":"Galois189","avatar":"https://static.tigerbbs.com/307cdcc9c42b33293067e9fd5f22e355","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542948933081376","authorIdStr":"3542948933081376"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>英特尔的AI加速卡在中国市场很有希望","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$ </a>英特尔的AI加速卡在中国市场很有希望","text":"$英特尔(INTC)$ 英特尔的AI加速卡在中国市场很有希望","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/197129382875256","isVote":1,"tweetType":1,"viewCount":1082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":665488909,"gmtCreate":1667442649001,"gmtModify":1667442651515,"author":{"id":"3542948933081376","authorId":"3542948933081376","name":"Galois189","avatar":"https://static.tigerbbs.com/307cdcc9c42b33293067e9fd5f22e355","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542948933081376","authorIdStr":"3542948933081376"},"themes":[],"htmlText":"飞机高铁上不好用吧","listText":"飞机高铁上不好用吧","text":"飞机高铁上不好用吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/665488909","repostId":"2280551575","repostType":2,"repost":{"id":"2280551575","kind":"news","pubTimestamp":1667440455,"share":"https://www.laohu8.com/m/news/2280551575?lang=&edition=full","pubTime":"2022-11-03 09:54","market":"us","language":"zh","title":"云栖大会展出多款创新终端 笔记本机皇、","url":"https://stock-news.laohu8.com/highlight/detail?id=2280551575","media":"视频","summary":"在11月2日云栖大会开放日上,一批搭载阿里云无影架构的新终端形态对外展出:包括无影笔记本、Rokid Air+Station、谷东工业AR眼镜、MAXHUB智能显示器、5G本DEXBOOK等。个人计算终端呈现云端加速融合趋势。无影笔记本是第一款云笔记本产品,呈现出计算力超出了硬件形态。","content":"<html><body><div>\n<div itemprop=\"articleBody\">\n<img src=\"https://mercrt-fd.zol-img.com.cn/t_s640x360/g7/M00/03/09/ChMkK2NjHbyIVC-mACUv2Xu9YMoAAJNvwCj6-0AJS_x307.png\"/><div>\n<div><div></div></div>\n</div>\n<p>在11<span>月</span>2<span>日云栖大会开放日上,一批搭载阿里云无影架构的新终端形态对外展出:包括无影笔记本、</span>Rokid Air+Station<span>、谷东工业</span>AR<span>眼镜、</span>MAXHUB<span><a href=\"https://laohu8.com/S/5RE.SI\">智能</a>显示器、</span>5G<span>本</span>DEXBOOK<span>等。个人计算终端呈现云端加速融合趋势。</span></p><p><span>无影笔记本是第一款云笔记本产品,呈现出计算力超出了硬件形态。这款笔记本重量低于</span>1.29<span>千克,厚度低于</span>13.9<span>毫米,与<a href=\"https://laohu8.com/S/AAPL\">苹果</a></span>Macbook Air M1 <span>相当。日前有评测达人透露,这款产品的工程样机在</span>Cinebench<span>上跑分达到</span>12<span>万以上,通过接入云上算力,被网友称为</span>“<span>全球第一</span>”<span>、</span>“<span>机皇</span>”<span>。</span><span></span></p><p><span></span><img src=\"https://mercrt-fd.zol-img.com.cn/t_s640x360/g7/M00/03/09/ChMkK2NjHbyIVC-mACUv2Xu9YMoAAJNvwCj6-0AJS_x307.png\"/><strong>无影笔记本及全家福产品特性</strong></p><p><span>用户在任何终端登入无影账号,都可以实现计算存储的弹性使用。无影笔记本通过端侧</span>AI<span>超分等技术,实现高清画质下的极低能耗、超长续航。实验室数据显示,其普通办公续航达到</span>20<span>小时左右;播放高清视频或</span>3D<span>渲染场景也可达</span>12<span>小时。</span></p><p><span>同时,整体设计强调超便携但更安全。笔记本取代桌面电脑,已成为更多移动工作场景标配,但对于科技公司,代码、数据等资产如何治理,亟需云安全产品和灵活可控的外接策略。无影目前支持</span>300<span>多类外接设备,并可以进行企业内网、外网、设备之间清晰独立的安全策略设置。</span></p><p><span>无影架构在工业级与消费级增强现实终端上,让性能与轻薄得以平衡。智能</span>AR<span>眼镜厂商</span>Rokid<span>新发布的</span>Rokid Air+Station <span>套件产品,可以让用户戴上仅重</span>83g<span>的</span>AR<span>眼镜,连接蓝牙键鼠,即可使用无影云电脑。在移动办公场景下,用便携私密大屏的形式,完成大型设计、影视渲染等重协同工作。</span></p><p><img src=\"https://mercrt-fd.zol-img.com.cn/t_s640x425/g7/M00/03/09/ChMkLGNjHfmINs33ABhx0tDl76cAAJNvwKGetQAGHHq679.png\"/><strong>云栖大会B区无影展区Rokid Air+Station</strong></p><p><span>工业</span>AR<span>企业谷东科技在工业</span>AR<span>头盔中调用无影,帮客户进行航空发动机组件、高精医科手术教学等百万面精度的模拟实训,同时支持语音和手势交互,在嘈杂环境下能够作业,保证多端协同、数据安全、异地访问。</span></p><p><strong><img src=\"https://mercrt-fd.zol-img.com.cn/t_s640x426/g7/M00/03/09/ChMkLGNjHiCIFD5rACjCVF8KdhgAAJNvwM4C1oAKMJs501.png\"/></strong><strong>云栖大会开放日上,观众试用搭载无影的工业AR头盔</strong></p><p>无影与5G场景也通过更多终端加速融合。<a href=\"https://laohu8.com/S/600050\">中国联通</a>通过无影开发了基于自研雁飞5G模组的卡片云电脑,仅有名片大小,内置专网能力,最大程度利用5G超低延时特性。台达硕参与研发的DEXBOOK,通过5G+无影架构,实现14寸笔记本电脑中的极高的便携性与性价比。未来,云网端融合架构将继续深入探索,还能影响更多人类工业制造领域的大型终端。</p><p><strong><img src=\"https://mercrt-fd.zol-img.com.cn/t_s640x425/g7/M00/03/09/ChMkLGNjHqqIacz1AELdneLe7tgAAJNwAJkEk8AQt21269.png\"/></strong><strong>通过无影云网端融合架构,搭建的C919驾驶舱体验</strong></p><div><div><p><img src=\"https://img14.360buyimg.com/n0/s200x200_jfs/t1/105318/37/33189/96569/63623aa6Ec8ccbfac/410f8c2a6e812809.jpg\"/></p><p><strong><a href=\"https://laohu8.com/S/INTC\">英特尔</a>(Intel) i7-13700K 13代 酷睿 处理器 16核24线程 睿频至高可达5.4Ghz 30M三级缓存 台式机CPU</strong></p><p><zspan>[经销商]</zspan> 京东商城</p><p><zspan>[产品售价]</zspan> ¥3599元</p><p>进入购买</p></div></div><div><div><p><img src=\"https://img12.360buyimg.com/n0/s200x200_jfs/t1/126800/16/27829/77709/63622997Ed754199d/8f3474fca2fcdbb1.jpg\"/></p><p><strong>AMD 锐龙9 5900X 处理器(r9)7nm 12核24线程 3.7GHz 105W AM4接口 盒装CPU</strong></p><p><zspan>[经销商]</zspan> 京东商城</p><p><zspan>[产品售价]</zspan> ¥2399元</p><p>进入购买</p></div></div><p>本文属于原创文章,如若转载,请注明来源:云栖大会展出多款创新终端 笔记本机皇、AR眼镜均搭载无影架构https://cloud.zol.com.cn/805/8059956.html</p><div zpv-events-inview=\"article-cont-bottom-viewport\"></div>\n<div>纠错与问题建议<span>标签:</span>CPU</div><div>\n<span itemprop=\"url\">https://cloud.zol.com.cn/805/8059956.html</span>\n<span itemprop=\"indexUrl\">cloud.zol.com.cn</span>\n<span itemprop=\"isOriginal\">true</span>\n<span itemprop=\"author\"><a href=\"https://laohu8.com/S/000931\">中关村</a>在线</span>\n<span itemprop=\"isBasedOnUrl\">https://cloud.zol.com.cn/805/8059956.html</span>\n<span itemprop=\"genre\">report</span>\n<span itemprop=\"wordCount\">2074</span>\n<span itemprop=\"description\">在11月2日云栖大会开放日上,一批搭载阿里云无影架构的新终端形态对外展出:包括无影笔记本、Rokid Air+Station、谷东工业AR眼镜、MAXHUB智能显示器、5G本DEXBOOK等。个人计算终端呈现云端加速融合趋势。无影笔记本是第一款云笔记本产品,呈现出计算力超出了硬件形态。这...</span>\n</div></div>\n</div></body></html>","source":"zol_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>云栖大会展出多款创新终端 笔记本机皇、</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云栖大会展出多款创新终端 笔记本机皇、\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-03 09:54 北京时间 <a href=http://cloud.zol.com.cn/805/8059956.html><strong>视频</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在11月2日云栖大会开放日上,一批搭载阿里云无影架构的新终端形态对外展出:包括无影笔记本、Rokid Air+Station、谷东工业AR眼镜、MAXHUB智能显示器、5G本DEXBOOK等。个人计算终端呈现云端加速融合趋势。无影笔记本是第一款云笔记本产品,呈现出计算力超出了硬件形态。这款笔记本重量低于1.29千克,厚度低于13.9毫米,与苹果Macbook Air M1 相当。日前有评测达人透露...</p>\n\n<a href=\"http://cloud.zol.com.cn/805/8059956.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4554":"元宇宙及AR概念","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4575":"芯片概念","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","INTC":"英特尔","BK4527":"明星科技股","BK4529":"IDC概念","BK4515":"5G概念","BK4579":"人工智能","BK4512":"苹果概念","BK4535":"淡马锡持仓","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK4534":"瑞士信贷持仓"},"source_url":"http://cloud.zol.com.cn/805/8059956.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2280551575","content_text":"在11月2日云栖大会开放日上,一批搭载阿里云无影架构的新终端形态对外展出:包括无影笔记本、Rokid Air+Station、谷东工业AR眼镜、MAXHUB智能显示器、5G本DEXBOOK等。个人计算终端呈现云端加速融合趋势。无影笔记本是第一款云笔记本产品,呈现出计算力超出了硬件形态。这款笔记本重量低于1.29千克,厚度低于13.9毫米,与苹果Macbook Air M1 相当。日前有评测达人透露,这款产品的工程样机在Cinebench上跑分达到12万以上,通过接入云上算力,被网友称为“全球第一”、“机皇”。无影笔记本及全家福产品特性用户在任何终端登入无影账号,都可以实现计算存储的弹性使用。无影笔记本通过端侧AI超分等技术,实现高清画质下的极低能耗、超长续航。实验室数据显示,其普通办公续航达到20小时左右;播放高清视频或3D渲染场景也可达12小时。同时,整体设计强调超便携但更安全。笔记本取代桌面电脑,已成为更多移动工作场景标配,但对于科技公司,代码、数据等资产如何治理,亟需云安全产品和灵活可控的外接策略。无影目前支持300多类外接设备,并可以进行企业内网、外网、设备之间清晰独立的安全策略设置。无影架构在工业级与消费级增强现实终端上,让性能与轻薄得以平衡。智能AR眼镜厂商Rokid新发布的Rokid Air+Station 套件产品,可以让用户戴上仅重83g的AR眼镜,连接蓝牙键鼠,即可使用无影云电脑。在移动办公场景下,用便携私密大屏的形式,完成大型设计、影视渲染等重协同工作。云栖大会B区无影展区Rokid Air+Station工业AR企业谷东科技在工业AR头盔中调用无影,帮客户进行航空发动机组件、高精医科手术教学等百万面精度的模拟实训,同时支持语音和手势交互,在嘈杂环境下能够作业,保证多端协同、数据安全、异地访问。云栖大会开放日上,观众试用搭载无影的工业AR头盔无影与5G场景也通过更多终端加速融合。中国联通通过无影开发了基于自研雁飞5G模组的卡片云电脑,仅有名片大小,内置专网能力,最大程度利用5G超低延时特性。台达硕参与研发的DEXBOOK,通过5G+无影架构,实现14寸笔记本电脑中的极高的便携性与性价比。未来,云网端融合架构将继续深入探索,还能影响更多人类工业制造领域的大型终端。通过无影云网端融合架构,搭建的C919驾驶舱体验英特尔(Intel) i7-13700K 13代 酷睿 处理器 16核24线程 睿频至高可达5.4Ghz 30M三级缓存 台式机CPU[经销商] 京东商城[产品售价] ¥3599元进入购买AMD 锐龙9 5900X 处理器(r9)7nm 12核24线程 3.7GHz 105W AM4接口 盒装CPU[经销商] 京东商城[产品售价] ¥2399元进入购买本文属于原创文章,如若转载,请注明来源:云栖大会展出多款创新终端 笔记本机皇、AR眼镜均搭载无影架构https://cloud.zol.com.cn/805/8059956.html\n纠错与问题建议标签:CPU\nhttps://cloud.zol.com.cn/805/8059956.html\ncloud.zol.com.cn\ntrue\n中关村在线\nhttps://cloud.zol.com.cn/805/8059956.html\nreport\n2074\n在11月2日云栖大会开放日上,一批搭载阿里云无影架构的新终端形态对外展出:包括无影笔记本、Rokid Air+Station、谷东工业AR眼镜、MAXHUB智能显示器、5G本DEXBOOK等。个人计算终端呈现云端加速融合趋势。无影笔记本是第一款云笔记本产品,呈现出计算力超出了硬件形态。这...","news_type":1,"symbols_score_info":{"INTC":0.76}},"isVote":1,"tweetType":1,"viewCount":1800,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":169042848,"gmtCreate":1623810402884,"gmtModify":1623810402884,"author":{"id":"3542948933081376","authorId":"3542948933081376","name":"Galois189","avatar":"https://static.tigerbbs.com/307cdcc9c42b33293067e9fd5f22e355","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542948933081376","authorIdStr":"3542948933081376"},"themes":[],"htmlText":"<a 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