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招财专员

招财专员

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07-15

$英伟达(NVDA)$ 月底到两百

07-10

$英伟达(NVDA)$ 今年保守看200

06-26

$英伟达(NVDA)$ 这是要往160去了，年内看能不能到300

06-17

$英伟达(NVDA)$ 这是准备往150进攻了

06-10

$英伟达(NVDA)$ 今年看能不能冲击200

06-06

$英伟达(NVDA)$ 今天这又是演的哪一出？

05-27

$英伟达(NVDA)$ 135突破不了吗？几个月了

04-30

严重滞胀

抱歉，原内容已删除

04-17

英伟达可能像当年的特斯拉一样，在中国获得支持与突破

黄仁勋：英伟达将继续不遗余力优化符合监管要求的产品体系，坚定不移地服务中国市场

04-17

$英伟达(NVDA)$ 冲冲冲

04-15

$英伟达(NVDA)$ 冲冲冲

04-14

$英伟达(NVDA)$ 冲冲冲

03-31

$英伟达(NVDA)$

02-27

什么鬼？

段永平：准备开始卖点英伟达put，英伟达是个很不错的公司

02-16

股价说明一切

马斯克：Grok 3周一发布，将超越所有其他AI模型

02-10

相当于又做软件又做硬件，当年微软也搞过

报道：OpenAI将在今年完成首个定制芯片设计

01-27

今天第三次了吧？[开心]

抱歉，原内容已删除

01-18

应该在短期内向10万亿公司进军

去老虎APP查看更多动态

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这是准备往150进攻了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/446758125797552","isVote":1,"tweetType":1,"viewCount":876,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":444266357190744,"gmtCreate":1749485030025,"gmtModify":1749485031015,"author":{"id":"3546285505201965","authorId":"3546285505201965","name":"招财专员","avatar":"https://static.tigerbbs.com/92d82e0a19ac29a649ee119b33e1d93b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3546285505201965","authorIdStr":"3546285505201965"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 今年看能不能冲击200","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 今年看能不能冲击200","text":"$英伟达(NVDA)$ 今年看能不能冲击200","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/444266357190744","isVote":1,"tweetType":1,"viewCount":676,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3554708838834221","authorId":"3554708838834221","name":"霸气威武","avatar":"https://static.tigerbbs.com/884a97d08a6f7f0246c299686e81f873","crmLevel":3,"crmLevelSwitch":1,"idStr":"3554708838834221","authorIdStr":"3554708838834221"},"content":"今年直接五百格局打开","text":"今年直接五百格局打开","html":"今年直接五百格局打开"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442890204115032,"gmtCreate":1749150160584,"gmtModify":1749150166297,"author":{"id":"3546285505201965","authorId":"3546285505201965","name":"招财专员","avatar":"https://static.tigerbbs.com/92d82e0a19ac29a649ee119b33e1d93b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3546285505201965","authorIdStr":"3546285505201965"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 135突破不了吗？几个月了","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 135突破不了吗？几个月了","text":"$英伟达(NVDA)$ 135突破不了吗？几个月了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/439628270838664","isVote":1,"tweetType":1,"viewCount":2933,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"3472532348212000","authorIdStr":"3472532348212000"},"content":"目测本周要回踩年线","text":"目测本周要回踩年线","html":"目测本周要回踩年线"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":430058567402368,"gmtCreate":1746016440432,"gmtModify":1746016442277,"author":{"id":"3546285505201965","authorId":"3546285505201965","name":"招财专员","avatar":"https://static.tigerbbs.com/92d82e0a19ac29a649ee119b33e1d93b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3546285505201965","authorIdStr":"3546285505201965"},"themes":[],"htmlText":"严重滞胀","listText":"严重滞胀","text":"严重滞胀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430058567402368","repostId":"1108958691","repostType":2,"isVote":1,"tweetType":1,"viewCount":906,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":425463443202632,"gmtCreate":1744882793978,"gmtModify":1744882795222,"author":{"id":"3546285505201965","authorId":"3546285505201965","name":"招财专员","avatar":"https://static.tigerbbs.com/92d82e0a19ac29a649ee119b33e1d93b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3546285505201965","authorIdStr":"3546285505201965"},"themes":[],"htmlText":"英伟达可能像当年的特斯拉一样，在中国获得支持与突破","listText":"英伟达可能像当年的特斯拉一样，在中国获得支持与突破","text":"英伟达可能像当年的特斯拉一样，在中国获得支持与突破","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/425463443202632","repostId":"1169201932","repostType":4,"repost":{"id":"1169201932","kind":"news","pubTimestamp":1744881458,"share":"https://www.laohu8.com/m/news/1169201932?lang=&edition=full","pubTime":"2025-04-17 17:17","market":"us","language":"zh","title":"黄仁勋：英伟达将继续不遗余力优化符合监管要求的产品体系，坚定不移地服务中国市场","url":"https://stock-news.laohu8.com/highlight/detail?id=1169201932","media":"央视财经","summary":"今天，中国贸促会会长任鸿斌在北京与英伟达公司首席执行官黄仁勋举行会谈。这是黄仁勋时隔3个月再次到访北京。黄仁勋在会谈中表示，中国是英伟达非常重要的市场，希望将继续与中国合作。（央视新闻）","content":"<html><head></head><body><blockquote><p>针对H20出口管制，黄仁勋回应称美国政府加强芯片出口管制已对英伟达业务产生重大影响，我们将继续不遗余力优化符合监管要求的产品体系，坚定不移地服务中国市场。</p></blockquote><p style=\"text-align: justify;\">17日，中国贸促会会长任鸿斌在北京与英伟达公司首席执行官黄仁勋举行会谈。这是黄仁勋时隔3个月再次到访北京。<strong>黄仁勋在会谈中表示，中国是英伟达非常重要的市场，希望继续与中国合作</strong>。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e01389676212b0d9ddaa901f2cc8281\" tg-width=\"1024\" tg-height=\"768\"/></p><p style=\"text-align: justify;\"><strong>中国贸促会会长 任鸿斌</strong>：两天前，美国政府决定对英伟达对华出口的H20芯片，实施无限期出口管制，您如何评估这一决定的影响？</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/965955907ec0ee0bc9b8f4751cd30364\" tg-width=\"1024\" tg-height=\"768\"/></p><p style=\"text-align: justify;\"><strong>英伟达首席执行官 黄仁勋</strong>：美国政府加强芯片出口管制已对英伟达业务产生重大影响，当前全球正掀起一场激烈的人工智能竞赛，作为当代最具变革性的核心技术，AI对各行业发展的推动前景广阔，世界各国都在加速推进技术应用，研发创新与能力提升，这必将对包括中国在内的全球市场格局产生深远影响。作为深耕中国市场三十载的企业，我们与中国市场共同成长、相互成就。中国不仅是全球最具规模的消费市场之一，其蓬勃发展的产业生态与领先的软件实力，更成为我们持续创新的重要动力，在中国市场的成功经验推动我们不断加大研发投入，而与中国企业的深度合作，也使我们成长为更具竞争力的国际化企业。因此，我们将继续不遗余力优化符合监管要求的产品体系，<strong>坚定不移地服务中国市场</strong>。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ac4900002a01f8a07e0e974cee542a4\" tg-width=\"1024\" tg-height=\"768\"/></p><p style=\"text-align: justify;\"><strong>总台央视记者 高岩</strong>：基于目前的AI采用率，您觉得AI技术还需要多长时间才能真正助力实体经济提高生产率，帮助企业提升盈利？</p><p style=\"text-align: justify;\"><strong>英伟达首席执行官 黄仁勋</strong>：AI已经在诸多领域产生了重大影响，例如在软件编程方面，如今几乎所有的英伟达员工都会借助AI进行辅助开发，我们将AI应用于科研探索、用于芯片设计、用于供应链管理，人工智能正在深刻改变众多行业的发展格局，但这仅仅是个开端。无论是医疗健康、金融服务、气候科技，还是制造业，每个行业都将迎来人工智能引发的颠覆性变革。</p></body></html>","source":"YSCJ","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" 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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黄仁勋：英伟达将继续不遗余力优化符合监管要求的产品体系，坚定不移地服务中国市场\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-17 17:17 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s?__biz=MjM5NzQ5MTkyMA==&mid=2658105482&idx=1&sn=eab320717d3ac828f6c6588d6785ebd8&chksm=bc723f5a30eab0eb13713c23442fe72d0aca7fc817af2a52ddd4b1fee89e2d18bfbeb567c748&mpshare=1&scene=23&srcid=0417oias6ovqiF08KfXvKKFk&sharer_shareinfo=52ef768bdd79c365858ebbecd04b038c&sharer_shareinfo_first=52ef768bdd79c365858ebbecd04b038c#rd><strong>央视财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>针对H20出口管制，黄仁勋回应称美国政府加强芯片出口管制已对英伟达业务产生重大影响，我们将继续不遗余力优化符合监管要求的产品体系，坚定不移地服务中国市场。17日，中国贸促会会长任鸿斌在北京与英伟达公司首席执行官黄仁勋举行会谈。这是黄仁勋时隔3个月再次到访北京。黄仁勋在会谈中表示，中国是英伟达非常重要的市场，希望继续与中国合作。中国贸促会会长 任鸿斌：两天前，美国政府决定对英伟达对华出口的H20芯片...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MjM5NzQ5MTkyMA==&mid=2658105482&idx=1&sn=eab320717d3ac828f6c6588d6785ebd8&chksm=bc723f5a30eab0eb13713c23442fe72d0aca7fc817af2a52ddd4b1fee89e2d18bfbeb567c748&mpshare=1&scene=23&srcid=0417oias6ovqiF08KfXvKKFk&sharer_shareinfo=52ef768bdd79c365858ebbecd04b038c&sharer_shareinfo_first=52ef768bdd79c365858ebbecd04b038c#rd\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2de312bae26bfe53ed88d16212187a25","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://mp.weixin.qq.com/s?__biz=MjM5NzQ5MTkyMA==&mid=2658105482&idx=1&sn=eab320717d3ac828f6c6588d6785ebd8&chksm=bc723f5a30eab0eb13713c23442fe72d0aca7fc817af2a52ddd4b1fee89e2d18bfbeb567c748&mpshare=1&scene=23&srcid=0417oias6ovqiF08KfXvKKFk&sharer_shareinfo=52ef768bdd79c365858ebbecd04b038c&sharer_shareinfo_first=52ef768bdd79c365858ebbecd04b038c#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169201932","content_text":"针对H20出口管制，黄仁勋回应称美国政府加强芯片出口管制已对英伟达业务产生重大影响，我们将继续不遗余力优化符合监管要求的产品体系，坚定不移地服务中国市场。17日，中国贸促会会长任鸿斌在北京与英伟达公司首席执行官黄仁勋举行会谈。这是黄仁勋时隔3个月再次到访北京。黄仁勋在会谈中表示，中国是英伟达非常重要的市场，希望继续与中国合作。中国贸促会会长 任鸿斌：两天前，美国政府决定对英伟达对华出口的H20芯片，实施无限期出口管制，您如何评估这一决定的影响？英伟达首席执行官 黄仁勋：美国政府加强芯片出口管制已对英伟达业务产生重大影响，当前全球正掀起一场激烈的人工智能竞赛，作为当代最具变革性的核心技术，AI对各行业发展的推动前景广阔，世界各国都在加速推进技术应用，研发创新与能力提升，这必将对包括中国在内的全球市场格局产生深远影响。作为深耕中国市场三十载的企业，我们与中国市场共同成长、相互成就。中国不仅是全球最具规模的消费市场之一，其蓬勃发展的产业生态与领先的软件实力，更成为我们持续创新的重要动力，在中国市场的成功经验推动我们不断加大研发投入，而与中国企业的深度合作，也使我们成长为更具竞争力的国际化企业。因此，我们将继续不遗余力优化符合监管要求的产品体系，坚定不移地服务中国市场。总台央视记者 高岩：基于目前的AI采用率，您觉得AI技术还需要多长时间才能真正助力实体经济提高生产率，帮助企业提升盈利？英伟达首席执行官 黄仁勋：AI已经在诸多领域产生了重大影响，例如在软件编程方面，如今几乎所有的英伟达员工都会借助AI进行辅助开发，我们将AI应用于科研探索、用于芯片设计、用于供应链管理，人工智能正在深刻改变众多行业的发展格局，但这仅仅是个开端。无论是医疗健康、金融服务、气候科技，还是制造业，每个行业都将迎来人工智能引发的颠覆性变革。","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1039,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":425425023508848,"gmtCreate":1744873451504,"gmtModify":1744873455661,"author":{"id":"3546285505201965","authorId":"3546285505201965","name":"招财专员","avatar":"https://static.tigerbbs.com/92d82e0a19ac29a649ee119b33e1d93b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3546285505201965","authorIdStr":"3546285505201965"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 冲冲冲","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 冲冲冲","text":"$英伟达(NVDA)$ 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冲冲冲","images":[{"img":"https://static.tigerbbs.com/8b13e0b34c8f0f011998e61ed4509610","width":"3024","height":"4032"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/424470426820808","isVote":1,"tweetType":1,"viewCount":1707,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":419426693271952,"gmtCreate":1743430503283,"gmtModify":1743430507319,"author":{"id":"3546285505201965","authorId":"3546285505201965","name":"招财专员","avatar":"https://static.tigerbbs.com/92d82e0a19ac29a649ee119b33e1d93b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3546285505201965","authorIdStr":"3546285505201965"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;","text":"$英伟达(NVDA)$","images":[{"img":"https://static.tigerbbs.com/a9f27dd15e94d4b7f0e05e5bdbde06a7","width":"1284","height":"2778"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/419426693271952","isVote":1,"tweetType":1,"viewCount":922,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":408078136848712,"gmtCreate":1740650018833,"gmtModify":1740651752744,"author":{"id":"3546285505201965","authorId":"3546285505201965","name":"招财专员","avatar":"https://static.tigerbbs.com/92d82e0a19ac29a649ee119b33e1d93b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3546285505201965","authorIdStr":"3546285505201965"},"themes":[],"htmlText":"什么鬼？","listText":"什么鬼？","text":"什么鬼？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/408078136848712","repostId":"1179676661","repostType":2,"repost":{"id":"1179676661","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":1740649838,"share":"https://www.laohu8.com/m/news/1179676661?lang=&edition=full","pubTime":"2025-02-27 17:50","market":"us","language":"zh","title":"段永平：准备开始卖点英伟达put，英伟达是个很不错的公司","url":"https://stock-news.laohu8.com/highlight/detail?id=1179676661","media":"老虎资讯综合","summary":"2月27日，在英伟达公布业绩之后，段永平在雪球网表示：“尽管没完全看懂NVDA（英伟达），但我还是准备开始卖点NVDA的put了。AI值得关注，NVDA其实是个很不错的公司。”英伟达四季度营收放缓仍创新高，Blackwell创收110亿，Q1指引优于预期，黄仁勋称一季度Blackwell芯片的销售额已达数十亿美元。","content":"<html><head></head><body><p style=\"text-align: left;\">在英伟达公布业绩之后，段永平在雪球网表示：“尽管没完全看懂NVDA（英伟达），但我还是准备开始卖点NVDA的put了。AI值得关注，NVDA其实是个很不错的公司。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f44c7ba4994f1e68d995796ef2a7e457\" tg-width=\"665\" tg-height=\"551\"/></p><p style=\"text-align: left;\">美东时间2月26日盘后，英伟达发布了2025财年第四季度财报，财报显示，在2023年因AI热潮呈现爆发式增长后，最近一年英伟达的营收增长持续放缓，四季度的同比增速为2024财年第一财季以来的将近两年来最低水平，不到一年前2024财年第四财季增速高峰265%的三分之一。</p><p style=\"text-align: left;\">不过，英伟达四季度营收放缓仍创新高，营收增长78%，数据中心收入增长93%，均强于分析师预期。Blackwell创收110亿，Q1指引优于预期，黄仁勋称一季度Blackwell芯片的销售额已达数十亿美元。</p><p style=\"text-align: left;\">值得注意的是，财报发布前，有人在雪球上发帖表示关注，段永平也进行了回帖，对话一直持续到英伟达财报发布后。</p><p style=\"text-align: left;\"><strong>段永平 :  </strong>NVDA 很难看懂的并不是短期的增长，而是长期的护城河到底是什么。10 年后的 NVDA 肯定还在，但还是目前的市场地位吗？</p><p style=\"text-align: left;\"><strong>提问：</strong>能不能解释得再细一点，段总？是以会有更强的竞争对手比如 amd，国产 gpu？还是说以后核显越来越强，私人家用足以，分强走一部分独显市场？还是说 ds 出现，显卡算力市场并不需要那么大？</p><p style=\"text-align: left;\"><strong>段永平 :  </strong>我没啥可解释的。我说的是我看不懂。</p><p style=\"text-align: left;\">未来算力的需求肯定是会继续增长的，算力的供应包括 DS 这种效率提高也大概率是会继续增长的。</p><p style=\"text-align: left;\">NVDA 目前的毛利率巨高，因为各大厂都不敢不买算力。同时，各有钱的大厂肯定是不心甘一直这么高的价钱去买算力的。</p><p style=\"text-align: left;\">这么多有钱的企业，搞个三五年难道还不能搞出点名堂来？总感觉 NVDA 的 MOAT（护城河）不是那么牢不可破，但这确实不是我能力圈内的东西。</p><p style=\"text-align: left;\">段永平还附上了一张图片：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c8898d18466b7d35d063070af29d449\" tg-width=\"1024\" tg-height=\"1365\"/></p><p style=\"text-align: left;\"><strong>段永平: </strong>我知道目前NVDA的护城河是CUDA，也知道CUDA的生态有点像苹果。</p><p style=\"text-align: left;\">我也早就看到黄（仁勋）说的，目前别的芯片白给都比NVDA提供的方案贵，也看到黄说的<strong>10年后算力会是百万倍的增长</strong>。但10年后就不能有别的替代方案吗？</p><p style=\"text-align: left;\">特别说明一下，我在这里<strong>不是表示质疑NVDA，而是表示对NVDA有兴趣，想努力看看能不能看懂，NVDA到底是不是可以成为我的投资标的。</strong></p><p style=\"text-align: left;\">我其实跟很多业内人士聊过，甚至当面还听苏姐说过几句，但到目前为止依然一头雾水。看不懂10年真的很难下手。</p><p style=\"text-align: left;\"><strong>段永平：</strong>跌到137倍pe？大概率还早着呢！</p><p style=\"text-align: left;\"><strong>评论区：</strong>deepseek不是冲击力算力问题，而是支持非cuda生态的其它厂商芯片。</p><p style=\"text-align: left;\"><strong>段永平：</strong>这个是关键！但我没看懂是不是真是那么回事。</p><p style=\"text-align: left;\"><strong>评论区：</strong>传说中的量子计算会不会是一个颠覆性技术？</p><p style=\"text-align: left;\"><strong>段永平：</strong>没有什么比可控核聚变厉害的了。</p><p style=\"text-align: left;\"><strong>段永平: </strong>尽管没完全看懂NVDA，但我还是准备开始卖点NVDA的put了。ai值得关注，NVDA其实是个很不错的公司。</p><p style=\"text-align: left;\"><strong>评论区：</strong>你卖put我来买，泡沫已经太明显。</p><p style=\"text-align: left;\"><strong>段永平：</strong>你拉倒吧！</p><p style=\"text-align: left;\"><strong>评论区：</strong>英伟达火了两年，很好奇为什么大道在这个时点关注？特别DS出来后对算力的争议巨大，大道是看见了什么？</p><p style=\"text-align: left;\"><strong>段永平：</strong>我关注很久了！</p><p><br/></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>段永平：准备开始卖点英伟达put，英伟达是个很不错的公司</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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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n段永平：准备开始卖点英伟达put，英伟达是个很不错的公司\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\">2025-02-27 17:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">在英伟达公布业绩之后，段永平在雪球网表示：“尽管没完全看懂NVDA（英伟达），但我还是准备开始卖点NVDA的put了。AI值得关注，NVDA其实是个很不错的公司。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f44c7ba4994f1e68d995796ef2a7e457\" tg-width=\"665\" tg-height=\"551\"/></p><p style=\"text-align: left;\">美东时间2月26日盘后，英伟达发布了2025财年第四季度财报，财报显示，在2023年因AI热潮呈现爆发式增长后，最近一年英伟达的营收增长持续放缓，四季度的同比增速为2024财年第一财季以来的将近两年来最低水平，不到一年前2024财年第四财季增速高峰265%的三分之一。</p><p style=\"text-align: left;\">不过，英伟达四季度营收放缓仍创新高，营收增长78%，数据中心收入增长93%，均强于分析师预期。Blackwell创收110亿，Q1指引优于预期，黄仁勋称一季度Blackwell芯片的销售额已达数十亿美元。</p><p style=\"text-align: left;\">值得注意的是，财报发布前，有人在雪球上发帖表示关注，段永平也进行了回帖，对话一直持续到英伟达财报发布后。</p><p style=\"text-align: left;\"><strong>段永平 :  </strong>NVDA 很难看懂的并不是短期的增长，而是长期的护城河到底是什么。10 年后的 NVDA 肯定还在，但还是目前的市场地位吗？</p><p style=\"text-align: left;\"><strong>提问：</strong>能不能解释得再细一点，段总？是以会有更强的竞争对手比如 amd，国产 gpu？还是说以后核显越来越强，私人家用足以，分强走一部分独显市场？还是说 ds 出现，显卡算力市场并不需要那么大？</p><p style=\"text-align: left;\"><strong>段永平 :  </strong>我没啥可解释的。我说的是我看不懂。</p><p style=\"text-align: left;\">未来算力的需求肯定是会继续增长的，算力的供应包括 DS 这种效率提高也大概率是会继续增长的。</p><p style=\"text-align: left;\">NVDA 目前的毛利率巨高，因为各大厂都不敢不买算力。同时，各有钱的大厂肯定是不心甘一直这么高的价钱去买算力的。</p><p style=\"text-align: left;\">这么多有钱的企业，搞个三五年难道还不能搞出点名堂来？总感觉 NVDA 的 MOAT（护城河）不是那么牢不可破，但这确实不是我能力圈内的东西。</p><p style=\"text-align: left;\">段永平还附上了一张图片：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c8898d18466b7d35d063070af29d449\" tg-width=\"1024\" tg-height=\"1365\"/></p><p style=\"text-align: left;\"><strong>段永平: </strong>我知道目前NVDA的护城河是CUDA，也知道CUDA的生态有点像苹果。</p><p style=\"text-align: left;\">我也早就看到黄（仁勋）说的，目前别的芯片白给都比NVDA提供的方案贵，也看到黄说的<strong>10年后算力会是百万倍的增长</strong>。但10年后就不能有别的替代方案吗？</p><p style=\"text-align: left;\">特别说明一下，我在这里<strong>不是表示质疑NVDA，而是表示对NVDA有兴趣，想努力看看能不能看懂，NVDA到底是不是可以成为我的投资标的。</strong></p><p style=\"text-align: left;\">我其实跟很多业内人士聊过，甚至当面还听苏姐说过几句，但到目前为止依然一头雾水。看不懂10年真的很难下手。</p><p style=\"text-align: left;\"><strong>段永平：</strong>跌到137倍pe？大概率还早着呢！</p><p style=\"text-align: left;\"><strong>评论区：</strong>deepseek不是冲击力算力问题，而是支持非cuda生态的其它厂商芯片。</p><p style=\"text-align: left;\"><strong>段永平：</strong>这个是关键！但我没看懂是不是真是那么回事。</p><p style=\"text-align: left;\"><strong>评论区：</strong>传说中的量子计算会不会是一个颠覆性技术？</p><p style=\"text-align: left;\"><strong>段永平：</strong>没有什么比可控核聚变厉害的了。</p><p style=\"text-align: left;\"><strong>段永平: </strong>尽管没完全看懂NVDA，但我还是准备开始卖点NVDA的put了。ai值得关注，NVDA其实是个很不错的公司。</p><p style=\"text-align: left;\"><strong>评论区：</strong>你卖put我来买，泡沫已经太明显。</p><p style=\"text-align: left;\"><strong>段永平：</strong>你拉倒吧！</p><p style=\"text-align: left;\"><strong>评论区：</strong>英伟达火了两年，很好奇为什么大道在这个时点关注？特别DS出来后对算力的争议巨大，大道是看见了什么？</p><p style=\"text-align: left;\"><strong>段永平：</strong>我关注很久了！</p><p><br/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179676661","content_text":"在英伟达公布业绩之后，段永平在雪球网表示：“尽管没完全看懂NVDA（英伟达），但我还是准备开始卖点NVDA的put了。AI值得关注，NVDA其实是个很不错的公司。”美东时间2月26日盘后，英伟达发布了2025财年第四季度财报，财报显示，在2023年因AI热潮呈现爆发式增长后，最近一年英伟达的营收增长持续放缓，四季度的同比增速为2024财年第一财季以来的将近两年来最低水平，不到一年前2024财年第四财季增速高峰265%的三分之一。不过，英伟达四季度营收放缓仍创新高，营收增长78%，数据中心收入增长93%，均强于分析师预期。Blackwell创收110亿，Q1指引优于预期，黄仁勋称一季度Blackwell芯片的销售额已达数十亿美元。值得注意的是，财报发布前，有人在雪球上发帖表示关注，段永平也进行了回帖，对话一直持续到英伟达财报发布后。段永平 :  NVDA 很难看懂的并不是短期的增长，而是长期的护城河到底是什么。10 年后的 NVDA 肯定还在，但还是目前的市场地位吗？提问：能不能解释得再细一点，段总？是以会有更强的竞争对手比如 amd，国产 gpu？还是说以后核显越来越强，私人家用足以，分强走一部分独显市场？还是说 ds 出现，显卡算力市场并不需要那么大？段永平 :  我没啥可解释的。我说的是我看不懂。未来算力的需求肯定是会继续增长的，算力的供应包括 DS 这种效率提高也大概率是会继续增长的。NVDA 目前的毛利率巨高，因为各大厂都不敢不买算力。同时，各有钱的大厂肯定是不心甘一直这么高的价钱去买算力的。这么多有钱的企业，搞个三五年难道还不能搞出点名堂来？总感觉 NVDA 的 MOAT（护城河）不是那么牢不可破，但这确实不是我能力圈内的东西。段永平还附上了一张图片：段永平: 我知道目前NVDA的护城河是CUDA，也知道CUDA的生态有点像苹果。我也早就看到黄（仁勋）说的，目前别的芯片白给都比NVDA提供的方案贵，也看到黄说的10年后算力会是百万倍的增长。但10年后就不能有别的替代方案吗？特别说明一下，我在这里不是表示质疑NVDA，而是表示对NVDA有兴趣，想努力看看能不能看懂，NVDA到底是不是可以成为我的投资标的。我其实跟很多业内人士聊过，甚至当面还听苏姐说过几句，但到目前为止依然一头雾水。看不懂10年真的很难下手。段永平：跌到137倍pe？大概率还早着呢！评论区：deepseek不是冲击力算力问题，而是支持非cuda生态的其它厂商芯片。段永平：这个是关键！但我没看懂是不是真是那么回事。评论区：传说中的量子计算会不会是一个颠覆性技术？段永平：没有什么比可控核聚变厉害的了。段永平: 尽管没完全看懂NVDA，但我还是准备开始卖点NVDA的put了。ai值得关注，NVDA其实是个很不错的公司。评论区：你卖put我来买，泡沫已经太明显。段永平：你拉倒吧！评论区：英伟达火了两年，很好奇为什么大道在这个时点关注？特别DS出来后对算力的争议巨大，大道是看见了什么？段永平：我关注很久了！","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":404095720923392,"gmtCreate":1739681596472,"gmtModify":1739681598133,"author":{"id":"3546285505201965","authorId":"3546285505201965","name":"招财专员","avatar":"https://static.tigerbbs.com/92d82e0a19ac29a649ee119b33e1d93b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3546285505201965","authorIdStr":"3546285505201965"},"themes":[],"htmlText":"股价说明一切","listText":"股价说明一切","text":"股价说明一切","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/404095720923392","repostId":"1179306127","repostType":4,"repost":{"id":"1179306127","kind":"news","pubTimestamp":1739680687,"share":"https://www.laohu8.com/m/news/1179306127?lang=&edition=full","pubTime":"2025-02-16 12:38","market":"us","language":"zh","title":"马斯克：Grok 3周一发布，将超越所有其他AI模型","url":"https://stock-news.laohu8.com/highlight/detail?id=1179306127","media":"新浪美股","summary":"聪明得可怕。","content":"<html><head></head><body><p>　　埃隆·马斯克在X上发贴称，Grok 3模型将于太平洋时间周一晚上8点发布，并将进行现场演示。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7bc8d43d30d5fbacf59483a1ae6c83ca\" alt=\"\" title=\"\" tg-width=\"550\" tg-height=\"139\"/></p><p style=\"text-align: start;\">　　马斯克几天前称赞他即将推出的Grok 3聊天机器人将超越迄今为止发布的所有其他AI模型。</p><p style=\"text-align: start;\">　　“有时我觉得Grok 3聪明得可怕，”马斯克周四在迪拜举行的世界政府峰会上视频讲话时表示。</p><p style=\"text-align: start;\">　　马斯克表示，他的xAI公司即将推出的这款模型是在合成数据上进行训练，能够通过数据来回检查反思自己所犯的错误，从而实现逻辑上的连贯。</p></body></html>","source":"xlmg","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>马斯克：Grok 3周一发布，将超越所有其他AI模型</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ 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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\">\n马斯克：Grok 3周一发布，将超越所有其他AI模型\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-16 12:38 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2025-02-16/doc-ineksafm5957407.shtml><strong>新浪美股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>埃隆·马斯克在X上发贴称，Grok 3模型将于太平洋时间周一晚上8点发布，并将进行现场演示。　　马斯克几天前称赞他即将推出的Grok 3聊天机器人将超越迄今为止发布的所有其他AI模型。　　“有时我觉得Grok 3聪明得可怕，”马斯克周四在迪拜举行的世界政府峰会上视频讲话时表示。　　马斯克表示，他的xAI公司即将推出的这款模型是在合成数据上进行训练，能够通过数据来回检查反思自己所犯的错误，从而实现...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-02-16/doc-ineksafm5957407.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/335dd027a0f3c39d78c408fb691c03a5","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-02-16/doc-ineksafm5957407.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179306127","content_text":"埃隆·马斯克在X上发贴称，Grok 3模型将于太平洋时间周一晚上8点发布，并将进行现场演示。　　马斯克几天前称赞他即将推出的Grok 3聊天机器人将超越迄今为止发布的所有其他AI模型。　　“有时我觉得Grok 3聪明得可怕，”马斯克周四在迪拜举行的世界政府峰会上视频讲话时表示。　　马斯克表示，他的xAI公司即将推出的这款模型是在合成数据上进行训练，能够通过数据来回检查反思自己所犯的错误，从而实现逻辑上的连贯。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":1097,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402098926821640,"gmtCreate":1739187169302,"gmtModify":1739192433055,"author":{"id":"3546285505201965","authorId":"3546285505201965","name":"招财专员","avatar":"https://static.tigerbbs.com/92d82e0a19ac29a649ee119b33e1d93b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3546285505201965","authorIdStr":"3546285505201965"},"themes":[],"htmlText":"相当于又做软件又做硬件，当年微软也搞过","listText":"相当于又做软件又做硬件，当年微软也搞过","text":"相当于又做软件又做硬件，当年微软也搞过","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402098926821640","repostId":"2510830033","repostType":2,"repost":{"id":"2510830033","kind":"news","pubTimestamp":1739185928,"share":"https://www.laohu8.com/m/news/2510830033?lang=&edition=full","pubTime":"2025-02-10 19:12","market":"us","language":"zh","title":"报道：OpenAI将在今年完成首个定制芯片设计","url":"https://stock-news.laohu8.com/highlight/detail?id=2510830033","media":"华尔街见闻","summary":"更多消息，持续更新中","content":"<html><body><p>OpenAI正在推进其减少对<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>（Nvidia）依赖的计划，通过开发其第一代内部人工智能芯片，为其芯片供应开辟新的篇章。消息人士称，OpenAI将在未来几个月内完成其首款内部芯片的设计，并计划将其送到<a href=\"https://laohu8.com/S/TSM\">台积电</a>制造。OpenAI和台积电拒绝置评。（路透）</p><div>风险提示及免责条款</div>\n<div>\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。\n          </div>\n</body></html>","source":"wallstreetcn_hot_news","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>报道：OpenAI将在今年完成首个定制芯片设计</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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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报道：OpenAI将在今年完成首个定制芯片设计\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-10 19:12 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3740768><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>OpenAI正在推进其减少对英伟达（Nvidia）依赖的计划，通过开发其第一代内部人工智能芯片，为其芯片供应开辟新的篇章。消息人士称，OpenAI将在未来几个月内完成其首款内部芯片的设计，并计划将其送到台积电制造。OpenAI和台积电拒绝置评。（路透）风险提示及免责条款\n\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3740768\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://wpimg-wscn.awtmt.com/d0/24/94/-1-2-.png","relate_stocks":{"NVDD":"Direxion Daily NVDA Bear 1X Shares","LU0061474960.USD":"天利环球焦点基金AU Acc","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","NVDS.UK":"LS -1X NVIDIA","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","03145":"华夏亚洲高息股","NVDA":"英伟达","BK4567":"ESG概念","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","NVD3.UK":"LS 3X NVIDIA","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","NVDS":"Tradr 1.5X Short NVDA Daily ETF","3NVD.UK":"LS 3X NVIDIA","NVD2.UK":"2X NVIDIA ETP","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE 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3聊天机器人将超越迄今为止发布的所有其他AI模型。　　“有时我觉得Grok 3聪明得可怕，”马斯克周四在迪拜举行的世界政府峰会上视频讲话时表示。　　马斯克表示，他的xAI公司即将推出的这款模型是在合成数据上进行训练，能够通过数据来回检查反思自己所犯的错误，从而实现...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2025-02-16/doc-ineksafm5957407.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/335dd027a0f3c39d78c408fb691c03a5","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-02-16/doc-ineksafm5957407.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179306127","content_text":"埃隆·马斯克在X上发贴称，Grok 3模型将于太平洋时间周一晚上8点发布，并将进行现场演示。　　马斯克几天前称赞他即将推出的Grok 3聊天机器人将超越迄今为止发布的所有其他AI模型。　　“有时我觉得Grok 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今天这又是演的哪一出？","images":[{"img":"https://static.tigerbbs.com/1ac2c302b8b401e202ed13755adf8b76","width":"3021","height":"3828"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442890204115032","isVote":1,"tweetType":1,"viewCount":705,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":430058567402368,"gmtCreate":1746016440432,"gmtModify":1746016442277,"author":{"id":"3546285505201965","authorId":"3546285505201965","name":"招财专员","avatar":"https://static.tigerbbs.com/92d82e0a19ac29a649ee119b33e1d93b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3546285505201965","authorIdStr":"3546285505201965"},"themes":[],"htmlText":"严重滞胀","listText":"严重滞胀","text":"严重滞胀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430058567402368","repostId":"1108958691","repostType":2,"repost":{"id":"1108958691","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":1746016263,"share":"https://www.laohu8.com/m/news/1108958691?lang=&edition=full","pubTime":"2025-04-30 20:31","market":"us","language":"zh","title":"美国第一季度GDP负增长！","url":"https://stock-news.laohu8.com/highlight/detail?id=1108958691","media":"老虎资讯综合","summary":"创2022年第二季度以来新低。","content":"<html><head></head><body>美国第一季度实际GDP年化季率初值录得-0.3%，创2022年第二季度以来新低。预期：0.3%，前值：2.4%。</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>美国第一季度GDP负增长！</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; 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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美国第一季度GDP负增长！\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\">2025-04-30 20:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body>美国第一季度实际GDP年化季率初值录得-0.3%，创2022年第二季度以来新低。预期：0.3%，前值：2.4%。</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5e44b70b343e617916e4a645ff4d3c6c","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108958691","content_text":"美国第一季度实际GDP年化季率初值录得-0.3%，创2022年第二季度以来新低。预期：0.3%，前值：2.4%。","news_type":1,"symbols_score_info":{"ESmain":1.1,"NQmain":1.1,"YMmain":1.1}},"isVote":1,"tweetType":1,"viewCount":906,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":425463443202632,"gmtCreate":1744882793978,"gmtModify":1744882795222,"author":{"id":"3546285505201965","authorId":"3546285505201965","name":"招财专员","avatar":"https://static.tigerbbs.com/92d82e0a19ac29a649ee119b33e1d93b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3546285505201965","authorIdStr":"3546285505201965"},"themes":[],"htmlText":"英伟达可能像当年的特斯拉一样，在中国获得支持与突破","listText":"英伟达可能像当年的特斯拉一样，在中国获得支持与突破","text":"英伟达可能像当年的特斯拉一样，在中国获得支持与突破","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/425463443202632","repostId":"1169201932","repostType":4,"repost":{"id":"1169201932","kind":"news","pubTimestamp":1744881458,"share":"https://www.laohu8.com/m/news/1169201932?lang=&edition=full","pubTime":"2025-04-17 17:17","market":"us","language":"zh","title":"黄仁勋：英伟达将继续不遗余力优化符合监管要求的产品体系，坚定不移地服务中国市场","url":"https://stock-news.laohu8.com/highlight/detail?id=1169201932","media":"央视财经","summary":"今天，中国贸促会会长任鸿斌在北京与英伟达公司首席执行官黄仁勋举行会谈。这是黄仁勋时隔3个月再次到访北京。黄仁勋在会谈中表示，中国是英伟达非常重要的市场，希望将继续与中国合作。（央视新闻）","content":"<html><head></head><body><blockquote><p>针对H20出口管制，黄仁勋回应称美国政府加强芯片出口管制已对英伟达业务产生重大影响，我们将继续不遗余力优化符合监管要求的产品体系，坚定不移地服务中国市场。</p></blockquote><p style=\"text-align: justify;\">17日，中国贸促会会长任鸿斌在北京与英伟达公司首席执行官黄仁勋举行会谈。这是黄仁勋时隔3个月再次到访北京。<strong>黄仁勋在会谈中表示，中国是英伟达非常重要的市场，希望继续与中国合作</strong>。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e01389676212b0d9ddaa901f2cc8281\" tg-width=\"1024\" tg-height=\"768\"/></p><p style=\"text-align: justify;\"><strong>中国贸促会会长 任鸿斌</strong>：两天前，美国政府决定对英伟达对华出口的H20芯片，实施无限期出口管制，您如何评估这一决定的影响？</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/965955907ec0ee0bc9b8f4751cd30364\" tg-width=\"1024\" tg-height=\"768\"/></p><p style=\"text-align: justify;\"><strong>英伟达首席执行官 黄仁勋</strong>：美国政府加强芯片出口管制已对英伟达业务产生重大影响，当前全球正掀起一场激烈的人工智能竞赛，作为当代最具变革性的核心技术，AI对各行业发展的推动前景广阔，世界各国都在加速推进技术应用，研发创新与能力提升，这必将对包括中国在内的全球市场格局产生深远影响。作为深耕中国市场三十载的企业，我们与中国市场共同成长、相互成就。中国不仅是全球最具规模的消费市场之一，其蓬勃发展的产业生态与领先的软件实力，更成为我们持续创新的重要动力，在中国市场的成功经验推动我们不断加大研发投入，而与中国企业的深度合作，也使我们成长为更具竞争力的国际化企业。因此，我们将继续不遗余力优化符合监管要求的产品体系，<strong>坚定不移地服务中国市场</strong>。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5ac4900002a01f8a07e0e974cee542a4\" tg-width=\"1024\" tg-height=\"768\"/></p><p style=\"text-align: justify;\"><strong>总台央视记者 高岩</strong>：基于目前的AI采用率，您觉得AI技术还需要多长时间才能真正助力实体经济提高生产率，帮助企业提升盈利？</p><p style=\"text-align: justify;\"><strong>英伟达首席执行官 黄仁勋</strong>：AI已经在诸多领域产生了重大影响，例如在软件编程方面，如今几乎所有的英伟达员工都会借助AI进行辅助开发，我们将AI应用于科研探索、用于芯片设计、用于供应链管理，人工智能正在深刻改变众多行业的发展格局，但这仅仅是个开端。无论是医疗健康、金融服务、气候科技，还是制造业，每个行业都将迎来人工智能引发的颠覆性变革。</p></body></html>","source":"YSCJ","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>黄仁勋：英伟达将继续不遗余力优化符合监管要求的产品体系，坚定不移地服务中国市场</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; 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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黄仁勋：英伟达将继续不遗余力优化符合监管要求的产品体系，坚定不移地服务中国市场\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-17 17:17 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s?__biz=MjM5NzQ5MTkyMA==&mid=2658105482&idx=1&sn=eab320717d3ac828f6c6588d6785ebd8&chksm=bc723f5a30eab0eb13713c23442fe72d0aca7fc817af2a52ddd4b1fee89e2d18bfbeb567c748&mpshare=1&scene=23&srcid=0417oias6ovqiF08KfXvKKFk&sharer_shareinfo=52ef768bdd79c365858ebbecd04b038c&sharer_shareinfo_first=52ef768bdd79c365858ebbecd04b038c#rd><strong>央视财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>针对H20出口管制，黄仁勋回应称美国政府加强芯片出口管制已对英伟达业务产生重大影响，我们将继续不遗余力优化符合监管要求的产品体系，坚定不移地服务中国市场。17日，中国贸促会会长任鸿斌在北京与英伟达公司首席执行官黄仁勋举行会谈。这是黄仁勋时隔3个月再次到访北京。黄仁勋在会谈中表示，中国是英伟达非常重要的市场，希望继续与中国合作。中国贸促会会长 任鸿斌：两天前，美国政府决定对英伟达对华出口的H20芯片...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MjM5NzQ5MTkyMA==&mid=2658105482&idx=1&sn=eab320717d3ac828f6c6588d6785ebd8&chksm=bc723f5a30eab0eb13713c23442fe72d0aca7fc817af2a52ddd4b1fee89e2d18bfbeb567c748&mpshare=1&scene=23&srcid=0417oias6ovqiF08KfXvKKFk&sharer_shareinfo=52ef768bdd79c365858ebbecd04b038c&sharer_shareinfo_first=52ef768bdd79c365858ebbecd04b038c#rd\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2de312bae26bfe53ed88d16212187a25","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://mp.weixin.qq.com/s?__biz=MjM5NzQ5MTkyMA==&mid=2658105482&idx=1&sn=eab320717d3ac828f6c6588d6785ebd8&chksm=bc723f5a30eab0eb13713c23442fe72d0aca7fc817af2a52ddd4b1fee89e2d18bfbeb567c748&mpshare=1&scene=23&srcid=0417oias6ovqiF08KfXvKKFk&sharer_shareinfo=52ef768bdd79c365858ebbecd04b038c&sharer_shareinfo_first=52ef768bdd79c365858ebbecd04b038c#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169201932","content_text":"针对H20出口管制，黄仁勋回应称美国政府加强芯片出口管制已对英伟达业务产生重大影响，我们将继续不遗余力优化符合监管要求的产品体系，坚定不移地服务中国市场。17日，中国贸促会会长任鸿斌在北京与英伟达公司首席执行官黄仁勋举行会谈。这是黄仁勋时隔3个月再次到访北京。黄仁勋在会谈中表示，中国是英伟达非常重要的市场，希望继续与中国合作。中国贸促会会长 任鸿斌：两天前，美国政府决定对英伟达对华出口的H20芯片，实施无限期出口管制，您如何评估这一决定的影响？英伟达首席执行官 黄仁勋：美国政府加强芯片出口管制已对英伟达业务产生重大影响，当前全球正掀起一场激烈的人工智能竞赛，作为当代最具变革性的核心技术，AI对各行业发展的推动前景广阔，世界各国都在加速推进技术应用，研发创新与能力提升，这必将对包括中国在内的全球市场格局产生深远影响。作为深耕中国市场三十载的企业，我们与中国市场共同成长、相互成就。中国不仅是全球最具规模的消费市场之一，其蓬勃发展的产业生态与领先的软件实力，更成为我们持续创新的重要动力，在中国市场的成功经验推动我们不断加大研发投入，而与中国企业的深度合作，也使我们成长为更具竞争力的国际化企业。因此，我们将继续不遗余力优化符合监管要求的产品体系，坚定不移地服务中国市场。总台央视记者 高岩：基于目前的AI采用率，您觉得AI技术还需要多长时间才能真正助力实体经济提高生产率，帮助企业提升盈利？英伟达首席执行官 黄仁勋：AI已经在诸多领域产生了重大影响，例如在软件编程方面，如今几乎所有的英伟达员工都会借助AI进行辅助开发，我们将AI应用于科研探索、用于芯片设计、用于供应链管理，人工智能正在深刻改变众多行业的发展格局，但这仅仅是个开端。无论是医疗健康、金融服务、气候科技，还是制造业，每个行业都将迎来人工智能引发的颠覆性变革。","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1039,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":425425023508848,"gmtCreate":1744873451504,"gmtModify":1744873455661,"author":{"id":"3546285505201965","authorId":"3546285505201965","name":"招财专员","avatar":"https://static.tigerbbs.com/92d82e0a19ac29a649ee119b33e1d93b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3546285505201965","authorIdStr":"3546285505201965"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 冲冲冲","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 冲冲冲","text":"$英伟达(NVDA)$ 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data-views=\"1\"></v-v>&nbsp;","text":"$英伟达(NVDA)$","images":[{"img":"https://static.tigerbbs.com/a9f27dd15e94d4b7f0e05e5bdbde06a7","width":"1284","height":"2778"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/419426693271952","isVote":1,"tweetType":1,"viewCount":922,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":408078136848712,"gmtCreate":1740650018833,"gmtModify":1740651752744,"author":{"id":"3546285505201965","authorId":"3546285505201965","name":"招财专员","avatar":"https://static.tigerbbs.com/92d82e0a19ac29a649ee119b33e1d93b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3546285505201965","authorIdStr":"3546285505201965"},"themes":[],"htmlText":"什么鬼？","listText":"什么鬼？","text":"什么鬼？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/408078136848712","repostId":"1179676661","repostType":2,"repost":{"id":"1179676661","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":1740649838,"share":"https://www.laohu8.com/m/news/1179676661?lang=&edition=full","pubTime":"2025-02-27 17:50","market":"us","language":"zh","title":"段永平：准备开始卖点英伟达put，英伟达是个很不错的公司","url":"https://stock-news.laohu8.com/highlight/detail?id=1179676661","media":"老虎资讯综合","summary":"2月27日，在英伟达公布业绩之后，段永平在雪球网表示：“尽管没完全看懂NVDA（英伟达），但我还是准备开始卖点NVDA的put了。AI值得关注，NVDA其实是个很不错的公司。”英伟达四季度营收放缓仍创新高，Blackwell创收110亿，Q1指引优于预期，黄仁勋称一季度Blackwell芯片的销售额已达数十亿美元。","content":"<html><head></head><body><p style=\"text-align: left;\">在英伟达公布业绩之后，段永平在雪球网表示：“尽管没完全看懂NVDA（英伟达），但我还是准备开始卖点NVDA的put了。AI值得关注，NVDA其实是个很不错的公司。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f44c7ba4994f1e68d995796ef2a7e457\" tg-width=\"665\" tg-height=\"551\"/></p><p style=\"text-align: left;\">美东时间2月26日盘后，英伟达发布了2025财年第四季度财报，财报显示，在2023年因AI热潮呈现爆发式增长后，最近一年英伟达的营收增长持续放缓，四季度的同比增速为2024财年第一财季以来的将近两年来最低水平，不到一年前2024财年第四财季增速高峰265%的三分之一。</p><p style=\"text-align: left;\">不过，英伟达四季度营收放缓仍创新高，营收增长78%，数据中心收入增长93%，均强于分析师预期。Blackwell创收110亿，Q1指引优于预期，黄仁勋称一季度Blackwell芯片的销售额已达数十亿美元。</p><p style=\"text-align: left;\">值得注意的是，财报发布前，有人在雪球上发帖表示关注，段永平也进行了回帖，对话一直持续到英伟达财报发布后。</p><p style=\"text-align: left;\"><strong>段永平 :  </strong>NVDA 很难看懂的并不是短期的增长，而是长期的护城河到底是什么。10 年后的 NVDA 肯定还在，但还是目前的市场地位吗？</p><p style=\"text-align: left;\"><strong>提问：</strong>能不能解释得再细一点，段总？是以会有更强的竞争对手比如 amd，国产 gpu？还是说以后核显越来越强，私人家用足以，分强走一部分独显市场？还是说 ds 出现，显卡算力市场并不需要那么大？</p><p style=\"text-align: left;\"><strong>段永平 :  </strong>我没啥可解释的。我说的是我看不懂。</p><p style=\"text-align: left;\">未来算力的需求肯定是会继续增长的，算力的供应包括 DS 这种效率提高也大概率是会继续增长的。</p><p style=\"text-align: left;\">NVDA 目前的毛利率巨高，因为各大厂都不敢不买算力。同时，各有钱的大厂肯定是不心甘一直这么高的价钱去买算力的。</p><p style=\"text-align: left;\">这么多有钱的企业，搞个三五年难道还不能搞出点名堂来？总感觉 NVDA 的 MOAT（护城河）不是那么牢不可破，但这确实不是我能力圈内的东西。</p><p style=\"text-align: left;\">段永平还附上了一张图片：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c8898d18466b7d35d063070af29d449\" tg-width=\"1024\" tg-height=\"1365\"/></p><p style=\"text-align: left;\"><strong>段永平: </strong>我知道目前NVDA的护城河是CUDA，也知道CUDA的生态有点像苹果。</p><p style=\"text-align: left;\">我也早就看到黄（仁勋）说的，目前别的芯片白给都比NVDA提供的方案贵，也看到黄说的<strong>10年后算力会是百万倍的增长</strong>。但10年后就不能有别的替代方案吗？</p><p style=\"text-align: left;\">特别说明一下，我在这里<strong>不是表示质疑NVDA，而是表示对NVDA有兴趣，想努力看看能不能看懂，NVDA到底是不是可以成为我的投资标的。</strong></p><p style=\"text-align: left;\">我其实跟很多业内人士聊过，甚至当面还听苏姐说过几句，但到目前为止依然一头雾水。看不懂10年真的很难下手。</p><p style=\"text-align: left;\"><strong>段永平：</strong>跌到137倍pe？大概率还早着呢！</p><p style=\"text-align: left;\"><strong>评论区：</strong>deepseek不是冲击力算力问题，而是支持非cuda生态的其它厂商芯片。</p><p style=\"text-align: left;\"><strong>段永平：</strong>这个是关键！但我没看懂是不是真是那么回事。</p><p style=\"text-align: left;\"><strong>评论区：</strong>传说中的量子计算会不会是一个颠覆性技术？</p><p style=\"text-align: left;\"><strong>段永平：</strong>没有什么比可控核聚变厉害的了。</p><p style=\"text-align: left;\"><strong>段永平: </strong>尽管没完全看懂NVDA，但我还是准备开始卖点NVDA的put了。ai值得关注，NVDA其实是个很不错的公司。</p><p style=\"text-align: left;\"><strong>评论区：</strong>你卖put我来买，泡沫已经太明显。</p><p style=\"text-align: left;\"><strong>段永平：</strong>你拉倒吧！</p><p style=\"text-align: left;\"><strong>评论区：</strong>英伟达火了两年，很好奇为什么大道在这个时点关注？特别DS出来后对算力的争议巨大，大道是看见了什么？</p><p style=\"text-align: left;\"><strong>段永平：</strong>我关注很久了！</p><p><br/></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>段永平：准备开始卖点英伟达put，英伟达是个很不错的公司</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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}\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n段永平：准备开始卖点英伟达put，英伟达是个很不错的公司\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\">2025-02-27 17:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">在英伟达公布业绩之后，段永平在雪球网表示：“尽管没完全看懂NVDA（英伟达），但我还是准备开始卖点NVDA的put了。AI值得关注，NVDA其实是个很不错的公司。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f44c7ba4994f1e68d995796ef2a7e457\" tg-width=\"665\" tg-height=\"551\"/></p><p style=\"text-align: left;\">美东时间2月26日盘后，英伟达发布了2025财年第四季度财报，财报显示，在2023年因AI热潮呈现爆发式增长后，最近一年英伟达的营收增长持续放缓，四季度的同比增速为2024财年第一财季以来的将近两年来最低水平，不到一年前2024财年第四财季增速高峰265%的三分之一。</p><p style=\"text-align: left;\">不过，英伟达四季度营收放缓仍创新高，营收增长78%，数据中心收入增长93%，均强于分析师预期。Blackwell创收110亿，Q1指引优于预期，黄仁勋称一季度Blackwell芯片的销售额已达数十亿美元。</p><p style=\"text-align: left;\">值得注意的是，财报发布前，有人在雪球上发帖表示关注，段永平也进行了回帖，对话一直持续到英伟达财报发布后。</p><p style=\"text-align: left;\"><strong>段永平 :  </strong>NVDA 很难看懂的并不是短期的增长，而是长期的护城河到底是什么。10 年后的 NVDA 肯定还在，但还是目前的市场地位吗？</p><p style=\"text-align: left;\"><strong>提问：</strong>能不能解释得再细一点，段总？是以会有更强的竞争对手比如 amd，国产 gpu？还是说以后核显越来越强，私人家用足以，分强走一部分独显市场？还是说 ds 出现，显卡算力市场并不需要那么大？</p><p style=\"text-align: left;\"><strong>段永平 :  </strong>我没啥可解释的。我说的是我看不懂。</p><p style=\"text-align: left;\">未来算力的需求肯定是会继续增长的，算力的供应包括 DS 这种效率提高也大概率是会继续增长的。</p><p style=\"text-align: left;\">NVDA 目前的毛利率巨高，因为各大厂都不敢不买算力。同时，各有钱的大厂肯定是不心甘一直这么高的价钱去买算力的。</p><p style=\"text-align: left;\">这么多有钱的企业，搞个三五年难道还不能搞出点名堂来？总感觉 NVDA 的 MOAT（护城河）不是那么牢不可破，但这确实不是我能力圈内的东西。</p><p style=\"text-align: left;\">段永平还附上了一张图片：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8c8898d18466b7d35d063070af29d449\" tg-width=\"1024\" tg-height=\"1365\"/></p><p style=\"text-align: left;\"><strong>段永平: </strong>我知道目前NVDA的护城河是CUDA，也知道CUDA的生态有点像苹果。</p><p style=\"text-align: left;\">我也早就看到黄（仁勋）说的，目前别的芯片白给都比NVDA提供的方案贵，也看到黄说的<strong>10年后算力会是百万倍的增长</strong>。但10年后就不能有别的替代方案吗？</p><p style=\"text-align: left;\">特别说明一下，我在这里<strong>不是表示质疑NVDA，而是表示对NVDA有兴趣，想努力看看能不能看懂，NVDA到底是不是可以成为我的投资标的。</strong></p><p style=\"text-align: left;\">我其实跟很多业内人士聊过，甚至当面还听苏姐说过几句，但到目前为止依然一头雾水。看不懂10年真的很难下手。</p><p style=\"text-align: left;\"><strong>段永平：</strong>跌到137倍pe？大概率还早着呢！</p><p style=\"text-align: left;\"><strong>评论区：</strong>deepseek不是冲击力算力问题，而是支持非cuda生态的其它厂商芯片。</p><p style=\"text-align: left;\"><strong>段永平：</strong>这个是关键！但我没看懂是不是真是那么回事。</p><p style=\"text-align: left;\"><strong>评论区：</strong>传说中的量子计算会不会是一个颠覆性技术？</p><p style=\"text-align: left;\"><strong>段永平：</strong>没有什么比可控核聚变厉害的了。</p><p style=\"text-align: left;\"><strong>段永平: </strong>尽管没完全看懂NVDA，但我还是准备开始卖点NVDA的put了。ai值得关注，NVDA其实是个很不错的公司。</p><p style=\"text-align: left;\"><strong>评论区：</strong>你卖put我来买，泡沫已经太明显。</p><p style=\"text-align: left;\"><strong>段永平：</strong>你拉倒吧！</p><p style=\"text-align: left;\"><strong>评论区：</strong>英伟达火了两年，很好奇为什么大道在这个时点关注？特别DS出来后对算力的争议巨大，大道是看见了什么？</p><p style=\"text-align: left;\"><strong>段永平：</strong>我关注很久了！</p><p><br/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179676661","content_text":"在英伟达公布业绩之后，段永平在雪球网表示：“尽管没完全看懂NVDA（英伟达），但我还是准备开始卖点NVDA的put了。AI值得关注，NVDA其实是个很不错的公司。”美东时间2月26日盘后，英伟达发布了2025财年第四季度财报，财报显示，在2023年因AI热潮呈现爆发式增长后，最近一年英伟达的营收增长持续放缓，四季度的同比增速为2024财年第一财季以来的将近两年来最低水平，不到一年前2024财年第四财季增速高峰265%的三分之一。不过，英伟达四季度营收放缓仍创新高，营收增长78%，数据中心收入增长93%，均强于分析师预期。Blackwell创收110亿，Q1指引优于预期，黄仁勋称一季度Blackwell芯片的销售额已达数十亿美元。值得注意的是，财报发布前，有人在雪球上发帖表示关注，段永平也进行了回帖，对话一直持续到英伟达财报发布后。段永平 :  NVDA 很难看懂的并不是短期的增长，而是长期的护城河到底是什么。10 年后的 NVDA 肯定还在，但还是目前的市场地位吗？提问：能不能解释得再细一点，段总？是以会有更强的竞争对手比如 amd，国产 gpu？还是说以后核显越来越强，私人家用足以，分强走一部分独显市场？还是说 ds 出现，显卡算力市场并不需要那么大？段永平 :  我没啥可解释的。我说的是我看不懂。未来算力的需求肯定是会继续增长的，算力的供应包括 DS 这种效率提高也大概率是会继续增长的。NVDA 目前的毛利率巨高，因为各大厂都不敢不买算力。同时，各有钱的大厂肯定是不心甘一直这么高的价钱去买算力的。这么多有钱的企业，搞个三五年难道还不能搞出点名堂来？总感觉 NVDA 的 MOAT（护城河）不是那么牢不可破，但这确实不是我能力圈内的东西。段永平还附上了一张图片：段永平: 我知道目前NVDA的护城河是CUDA，也知道CUDA的生态有点像苹果。我也早就看到黄（仁勋）说的，目前别的芯片白给都比NVDA提供的方案贵，也看到黄说的10年后算力会是百万倍的增长。但10年后就不能有别的替代方案吗？特别说明一下，我在这里不是表示质疑NVDA，而是表示对NVDA有兴趣，想努力看看能不能看懂，NVDA到底是不是可以成为我的投资标的。我其实跟很多业内人士聊过，甚至当面还听苏姐说过几句，但到目前为止依然一头雾水。看不懂10年真的很难下手。段永平：跌到137倍pe？大概率还早着呢！评论区：deepseek不是冲击力算力问题，而是支持非cuda生态的其它厂商芯片。段永平：这个是关键！但我没看懂是不是真是那么回事。评论区：传说中的量子计算会不会是一个颠覆性技术？段永平：没有什么比可控核聚变厉害的了。段永平: 尽管没完全看懂NVDA，但我还是准备开始卖点NVDA的put了。ai值得关注，NVDA其实是个很不错的公司。评论区：你卖put我来买，泡沫已经太明显。段永平：你拉倒吧！评论区：英伟达火了两年，很好奇为什么大道在这个时点关注？特别DS出来后对算力的争议巨大，大道是看见了什么？段永平：我关注很久了！","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402098926821640,"gmtCreate":1739187169302,"gmtModify":1739192433055,"author":{"id":"3546285505201965","authorId":"3546285505201965","name":"招财专员","avatar":"https://static.tigerbbs.com/92d82e0a19ac29a649ee119b33e1d93b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3546285505201965","authorIdStr":"3546285505201965"},"themes":[],"htmlText":"相当于又做软件又做硬件，当年微软也搞过","listText":"相当于又做软件又做硬件，当年微软也搞过","text":"相当于又做软件又做硬件，当年微软也搞过","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402098926821640","repostId":"2510830033","repostType":2,"repost":{"id":"2510830033","kind":"news","pubTimestamp":1739185928,"share":"https://www.laohu8.com/m/news/2510830033?lang=&edition=full","pubTime":"2025-02-10 19:12","market":"us","language":"zh","title":"报道：OpenAI将在今年完成首个定制芯片设计","url":"https://stock-news.laohu8.com/highlight/detail?id=2510830033","media":"华尔街见闻","summary":"更多消息，持续更新中","content":"<html><body><p>OpenAI正在推进其减少对<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>（Nvidia）依赖的计划，通过开发其第一代内部人工智能芯片，为其芯片供应开辟新的篇章。消息人士称，OpenAI将在未来几个月内完成其首款内部芯片的设计，并计划将其送到<a href=\"https://laohu8.com/S/TSM\">台积电</a>制造。OpenAI和台积电拒绝置评。（路透）</p><div>风险提示及免责条款</div>\n<div>\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。\n          </div>\n</body></html>","source":"wallstreetcn_hot_news","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>报道：OpenAI将在今年完成首个定制芯片设计</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报道：OpenAI将在今年完成首个定制芯片设计\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-02-10 19:12 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3740768><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>OpenAI正在推进其减少对英伟达（Nvidia）依赖的计划，通过开发其第一代内部人工智能芯片，为其芯片供应开辟新的篇章。消息人士称，OpenAI将在未来几个月内完成其首款内部芯片的设计，并计划将其送到台积电制造。OpenAI和台积电拒绝置评。（路透）风险提示及免责条款\n\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3740768\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://wpimg-wscn.awtmt.com/d0/24/94/-1-2-.png","relate_stocks":{"NVDD":"Direxion Daily NVDA Bear 1X Shares","LU0061474960.USD":"天利环球焦点基金AU Acc","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","NVDS.UK":"LS -1X NVIDIA","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","03145":"华夏亚洲高息股","NVDA":"英伟达","BK4567":"ESG概念","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","NVD3.UK":"LS 3X NVIDIA","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","NVDS":"Tradr 1.5X Short NVDA Daily ETF","3NVD.UK":"LS 3X NVIDIA","NVD2.UK":"2X NVIDIA ETP","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE 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ACC"},"source_url":"https://wallstreetcn.com/articles/3740768","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2510830033","content_text":"OpenAI正在推进其减少对英伟达（Nvidia）依赖的计划，通过开发其第一代内部人工智能芯片，为其芯片供应开辟新的篇章。消息人士称，OpenAI将在未来几个月内完成其首款内部芯片的设计，并计划将其送到台积电制造。OpenAI和台积电拒绝置评。（路透）风险提示及免责条款\n\n            市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何意见、观点或结论是否符合其特定状况。据此投资，责任自负。","news_type":1,"symbols_score_info":{"03145":0.6,"2NVD.UK":0.6,"3NVD.UK":0.6,"NVD":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":0.83,"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,"TSM":0.83}},"isVote":1,"tweetType":1,"viewCount":745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397139449512528,"gmtCreate":1737980713040,"gmtModify":1737984108944,"author":{"id":"3546285505201965","authorId":"3546285505201965","name":"招财专员","avatar":"https://static.tigerbbs.com/92d82e0a19ac29a649ee119b33e1d93b","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3546285505201965","authorIdStr":"3546285505201965"},"themes":[],"htmlText":"今天第三次了吧？[开心]&nbsp;&nbsp;","listText":"今天第三次了吧？[开心]&nbsp;&nbsp;","text":"今天第三次了吧？[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397139449512528","repostId":"1143160693","repostType":4,"isVote":1,"tweetType":1,"viewCount":502,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}