大海_0882的个人主页 - 老虎社区

大海_0882

大海_0882

农民

IP属地：北京

246关注

3粉丝

4主题

0勋章

05-12

Fr fe re rfff r you dsef

机构：美股熊市已经结束，关税阴影下将迎来“马拉松式”牛市

02-04

$特斯拉(TSLA)$ 看好后市，自动驾驶，机器人后续力量足够支撑股价

01-15

$雅乐科技(YALA)$ 业绩一年比一年好，长期看好雅乐

2024-03-27

说说你对这篇新闻的看法...

英伟达盘中跌破900美元，巨头们正组建联盟“打倒英伟达”？

2020-12-18

$洛克希德马丁(LMT)$阴跌不止啊！

2020-10-25

这篇文章不错，转发给大家看看

@梦回王朝:$特斯拉(TSLA)$“国产Model 3 降价”在刚刚过去的“十一”长假冲上热搜，值得注意的是，这已是该车自2019年发售以来第七次调整价格，综合降价幅度超10万元。

2020-10-21

$洛克希德马丁(LMT)$财报超预期了，为什么还这样跌，哪位大神知道原因呀？

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3553118283408157","uuid":"3553118283408157","gmtCreate":1590024260478,"gmtModify":1596379399996,"name":"大海_0882","pinyin":"dh0882dahai0882","introduction":"","introductionEn":"","signature":"农民","avatar":"https://static.tigerbbs.com/196ce796b4f8891713e869137e6fbb14","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":3,"headSize":246,"tweetSize":7,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":4,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.06.29","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.95%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.83%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.06.29","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},"individualDisplayBadges":null,"crmLevel":7,"crmLevelSwitch":0,"location":"北京","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":62,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":434151259611912,"gmtCreate":1747027388153,"gmtModify":1747027389824,"author":{"id":"3553118283408157","authorId":"3553118283408157","name":"大海_0882","avatar":"https://static.tigerbbs.com/196ce796b4f8891713e869137e6fbb14","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553118283408157","authorIdStr":"3553118283408157"},"themes":[],"htmlText":"Fr fe re rfff r you dsef","listText":"Fr fe re rfff r you dsef","text":"Fr fe re rfff r you dsef","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/434151259611912","repostId":"2534251609","repostType":2,"repost":{"id":"2534251609","kind":"news","pubTimestamp":1747015371,"share":"https://www.laohu8.com/m/news/2534251609?lang=&edition=full","pubTime":"2025-05-12 10:02","market":"us","language":"zh","title":"机构：美股熊市已经结束，关税阴影下将迎来“马拉松式”牛市","url":"https://stock-news.laohu8.com/highlight/detail?id=2534251609","media":"智通财经","summary":"尽管不确定性仍存，但伊曼纽尔指出，已实现波动率和投资者仓位等关键情绪指标显示市场已现投降式抛售。Evercore最新调查显示81%客户认为衰退已至或临近，这种极端悲观共识往往预示拐点。投资者需做好应对波动准备，尤其考虑到关税通胀压力、今夏美国预算之争及美联储的谨慎立场。伊曼纽尔强调政策受限且估值高企，本轮牛市将是马拉松而非短跑。","content":"<html><head></head><body><p>5月12日，金融服务公司<a href=\"https://laohu8.com/S/EVR\">Evercore</a> ISI的策略师指出，最新市场反弹标志着2025年熊市的终结，但与以往不同，这轮牛市不会伴随剧烈上涨，而将呈现缓慢且波动前行的态势。</p><p>策略师朱利安·伊曼纽尔将近期市场动荡比作1998年长期资本管理公司危机时的恐慌。但当年美联储迅速行动推动市场快速创新高的情况如今难以复制——当前通胀顽固、美联储持观望态度，且关税政策冲击仍在经济中发酵。</p><p>伊曼纽尔写道，“特朗普4月9日暂缓加征关税的决定引发抢购潮，终结了这轮-21.3%的周期性熊市。”但他认为复苏将是渐进&#34;过程&#34;，<a href=\"https://laohu8.com/S/161125\">标普500</a>指数创新高可能推迟至2026年。</p><p>Evercore ISI团队维持标普500年终5600点的目标，前提是最终关税税率维持在15%-17%，虽低于特朗普最初80%的提议，但仍接近1930年《斯姆特-霍利关税法》的臭名昭著水平。</p><p>投资策略方面，伊曼纽尔警告估值仍处高位，标普500市盈率22倍虽从近期25倍峰值回落，但历史来看依然偏高。</p><p>他建议采取战术配置：买入通信服务、非必需消费品和科技板块的优质滞涨股，减持缺乏盈利修正或股票回购支撑的高动量明星股(见下文“反重力股”清单)。</p><p>团队还推荐采用9月到期SPY期权领口策略(615C/530P/480P)对冲风险，并建议新资金分批入场。该策略通过卖出行权价615的认购期权、买入530认沽期权同时卖出480认沽期权构成，将下跌风险锁定在480-530区间，上方收益封顶于615。非衍生品投资者可逢高减持锁定收益，等待更好买点。</p><p>尽管不确定性仍存，但伊曼纽尔指出，已实现波动率和投资者仓位等关键情绪指标显示市场已现投降式抛售。Evercore最新调查显示81%客户认为衰退已至或临近，这种极端悲观共识往往预示拐点。</p><p>简言之：风暴虽过，前路漫漫。投资者需做好应对波动准备，尤其考虑到关税通胀压力、今夏美国预算之争及美联储的谨慎立场。伊曼纽尔强调政策受限且估值高企，本轮牛市将是马拉松而非短跑。</p><p>Evercore ISI“反重力股”清单(高动量/低回购/情绪脆弱，建议逢高减持)：<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/BA\">波音</a>、Realty Income、<a href=\"https://laohu8.com/S/CMS\">CMS能源</a>公司(CMS.US)、Ryan Specialty Holdings, Inc. A 类、太阳社区公司(SUI.US)、<a href=\"https://laohu8.com/S/AUR\">Aurora Innovation</a>, Inc. A 类、JM Smucker 公司、Houlihan Lokey, Inc. A 级 (HLI.US)、美国金融集团(AFG.US)、<a href=\"https://laohu8.com/S/RKLB\">Rocket Lab USA, Inc.</a>、金塞尔资本集团、爱玛客、汉密尔顿巷股份有限公司 A 类、NNN房地产投资信托公司、IDACORP公司、Kratos 防御与安全解决方案公司。</p></body></html>","source":"stock_zhitongcaijing","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>机构：美股熊市已经结束，关税阴影下将迎来“马拉松式”牛市</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n机构：美股熊市已经结束，关税阴影下将迎来“马拉松式”牛市\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-12 10:02 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1291776.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月12日，金融服务公司Evercore ISI的策略师指出，最新市场反弹标志着2025年熊市的终结，但与以往不同，这轮牛市不会伴随剧烈上涨，而将呈现缓慢且波动前行的态势。策略师朱利安·伊曼纽尔将近期市场动荡比作1998年长期资本管理公司危机时的恐慌。但当年美联储迅速行动推动市场快速创新高的情况如今难以复制——当前通胀顽固、美联储持观望态度，且关税政策冲击仍在经济中发酵。伊曼纽尔写道，“特朗普4月...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1291776.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"http://www.zhitongcaijing.com/content/detail/1291776.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2534251609","content_text":"5月12日，金融服务公司Evercore ISI的策略师指出，最新市场反弹标志着2025年熊市的终结，但与以往不同，这轮牛市不会伴随剧烈上涨，而将呈现缓慢且波动前行的态势。策略师朱利安·伊曼纽尔将近期市场动荡比作1998年长期资本管理公司危机时的恐慌。但当年美联储迅速行动推动市场快速创新高的情况如今难以复制——当前通胀顽固、美联储持观望态度，且关税政策冲击仍在经济中发酵。伊曼纽尔写道，“特朗普4月9日暂缓加征关税的决定引发抢购潮，终结了这轮-21.3%的周期性熊市。”但他认为复苏将是渐进\"过程\"，标普500指数创新高可能推迟至2026年。Evercore ISI团队维持标普500年终5600点的目标，前提是最终关税税率维持在15%-17%，虽低于特朗普最初80%的提议，但仍接近1930年《斯姆特-霍利关税法》的臭名昭著水平。投资策略方面，伊曼纽尔警告估值仍处高位，标普500市盈率22倍虽从近期25倍峰值回落，但历史来看依然偏高。他建议采取战术配置：买入通信服务、非必需消费品和科技板块的优质滞涨股，减持缺乏盈利修正或股票回购支撑的高动量明星股(见下文“反重力股”清单)。团队还推荐采用9月到期SPY期权领口策略(615C/530P/480P)对冲风险，并建议新资金分批入场。该策略通过卖出行权价615的认购期权、买入530认沽期权同时卖出480认沽期权构成，将下跌风险锁定在480-530区间，上方收益封顶于615。非衍生品投资者可逢高减持锁定收益，等待更好买点。尽管不确定性仍存，但伊曼纽尔指出，已实现波动率和投资者仓位等关键情绪指标显示市场已现投降式抛售。Evercore最新调查显示81%客户认为衰退已至或临近，这种极端悲观共识往往预示拐点。简言之：风暴虽过，前路漫漫。投资者需做好应对波动准备，尤其考虑到关税通胀压力、今夏美国预算之争及美联储的谨慎立场。伊曼纽尔强调政策受限且估值高企，本轮牛市将是马拉松而非短跑。Evercore ISI“反重力股”清单(高动量/低回购/情绪脆弱，建议逢高减持)：特斯拉、波音、Realty Income、CMS能源公司(CMS.US)、Ryan Specialty Holdings, Inc. A 类、太阳社区公司(SUI.US)、Aurora Innovation, Inc. A 类、JM Smucker 公司、Houlihan Lokey, Inc. A 级 (HLI.US)、美国金融集团(AFG.US)、Rocket Lab USA, Inc.、金塞尔资本集团、爱玛客、汉密尔顿巷股份有限公司 A 类、NNN房地产投资信托公司、IDACORP公司、Kratos 防御与安全解决方案公司。","news_type":1},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":399802206994496,"gmtCreate":1738630692526,"gmtModify":1738630694177,"author":{"id":"3553118283408157","authorId":"3553118283408157","name":"大海_0882","avatar":"https://static.tigerbbs.com/196ce796b4f8891713e869137e6fbb14","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553118283408157","authorIdStr":"3553118283408157"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 看好后市，自动驾驶，机器人后续力量足够支撑股价","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 看好后市，自动驾驶，机器人后续力量足够支撑股价","text":"$特斯拉(TSLA)$ 看好后市，自动驾驶，机器人后续力量足够支撑股价","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399802206994496","isVote":1,"tweetType":1,"viewCount":769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392923162546400,"gmtCreate":1736952470824,"gmtModify":1736952472223,"author":{"id":"3553118283408157","authorId":"3553118283408157","name":"大海_0882","avatar":"https://static.tigerbbs.com/196ce796b4f8891713e869137e6fbb14","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553118283408157","authorIdStr":"3553118283408157"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YALA\">$雅乐科技(YALA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 业绩一年比一年好，长期看好雅 乐","listText":"<a href=\"https://laohu8.com/S/YALA\">$雅乐科技(YALA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 业绩一年比一年好，长期看好雅 乐","text":"$雅乐科技(YALA)$ 业绩一年比一年好，长期看好雅 乐","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/392923162546400","isVote":1,"tweetType":1,"viewCount":1543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288883588403304,"gmtCreate":1711552769967,"gmtModify":1711554758007,"author":{"id":"3553118283408157","authorId":"3553118283408157","name":"大海_0882","avatar":"https://static.tigerbbs.com/196ce796b4f8891713e869137e6fbb14","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553118283408157","authorIdStr":"3553118283408157"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/288883588403304","repostId":"2422991850","repostType":2,"repost":{"id":"2422991850","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1711552651,"share":"https://www.laohu8.com/m/news/2422991850?lang=&edition=full","pubTime":"2024-03-27 23:17","market":"us","language":"zh","title":"英伟达盘中跌破900美元，巨头们正组建联盟“打倒英伟达”？","url":"https://stock-news.laohu8.com/highlight/detail?id=2422991850","media":"华尔街见闻","summary":"联合挑战英伟达的霸主地位。","content":"<html><head></head><body><p>周三，英伟达股价继续走低，截至发稿跌幅近3%，跌破900美元，总市值2.25万亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2008592604efe794f3be563fc1722ce0\" tg-width=\"560\" tg-height=\"240\"/></p><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>不仅仅是AI硬件霸主，近20年积累的庞大计算机代码库，让它在软件世界也几乎所向披靡。</p><p>据统计，全球有超过400万开发人员依赖英伟达的CUDA软硬件协同系统，构建AI应用及其他程序。通过CUDA架构，开发人员和软件工程师能够更有效地利用英伟达GPU的计算力，协同软硬件资源以提高计算密集型任务的处理速度。</p><p>然而现在，<a href=\"https://laohu8.com/S/QCOM\">高通</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>等其他科技巨头，正在成立“复仇者联盟”，联合挑战英伟达的霸主地位。据媒体最新曝光，他们的计划是，解除CUDA与开发人员之间的绑定。</p><p>高通的AI和机器学习负责人Vinesh Sukumar在接受媒体最新采访时表示，他们正向开发人员展示如何迁移到英伟达平台之外。</p><p>他还透露称，一个由科技公司联合成立的财团UXL基金会，计划开发一整套可以横跨多种AI加速器芯片的软件和工具，该开源项目旨在使计算机代码能在任何硬件上运行，不受芯片类型的限制。</p><p><strong>试水OneAPI技术</strong></p><p>UXL基金会进行的首个项目基于英特尔开发的OneAPI技术堆栈。</p><p>谷歌高性能计算总监兼首席技术官Bill Magro向媒体表示，这一努力的目的是，在机器学习框架的背景下创建一个开放的生态系统，增强硬件选择的多样性并提升生产力。谷歌是UXL的发起成员之一，参与决定了该项目的技术方向。</p><p>UXL技术引导委员会目前正着手确定今年上半年的技术规范，目标是到年底使其成为一项成熟的技术。这需要构建一个稳固的基础，以便纳入多家公司的贡献，并确保其适用于任何芯片或硬件。</p><p>除了最初的发起公司，UXL还计划邀请<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>Azure等云计算公司，以及更多芯片制造商加入。自去年9月启动以来，UXL已开始接收来自包括基金会成员在内的第三方的技术贡献。</p><p>目前英特尔的OneAPI已投入使用，UXL的下一步是创建一个专为AI设计的计算模型的标准编程模式。</p><p>UXL聚焦于由少数芯片制造商主导的紧急计算问题，如最新AI应用和高性能计算应用。这将支撑组织实现长远目标——吸引大量开发人员到其平台。长期而言，UXL希望其平台能够支持英伟达的硬件和代码。</p><p><strong>外面全是英伟达的敌人</strong></p><p>UXL基金会的计划只是“反英伟达”的众多尝试之一，PitchBook数据显示，风投和企业已向93个不同的项目中投入了超过40亿美元。</p><p>过去一年中，初创公司对挖掘英伟达软件弱点的兴趣急剧升温。该机构数据显示，对标英伟达的初创公司在2023年筹集的资金超过了20亿美元，而前一年为5.8亿美元。</p><p>然而，要达到英伟达CUDA需要的不仅仅是技术。</p><p>D2D咨询公司的首席执行官Jay Goldberg指出，顶尖的开发人员已经使用CUDA长达15年，围绕它构建了大量的代码，已经形成了根深蒂固的使用习惯。</p><p>而面对虎视眈眈的竞争对手，英伟达执行官Ian Buck表示：</p><p>“世界正在经历加速。加速计算的新想法正源源不断地涌现，这将推动AI的发展和加速计算能实现的范围。”</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>英伟达盘中跌破900美元，巨头们正组建联盟“打倒英伟达”？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达盘中跌破900美元，巨头们正组建联盟“打倒英伟达”？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-27 23:17 北京时间&nbsp;&nbsp;&nbsp;<a href=http://mp.weixin.qq.com/s?__biz=MjM5NzAwMzU0MA==&mid=2247601833&idx=3&sn=5a95fea0b4980109a88fbb50e9451a2e&chksm=a730b0ba8b78ab621d2c97b678ee54e68e5e936fc88b79d84f1b2edb5a8c3ce1a161fdd2b485&scene=0#rd><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周三，英伟达股价继续走低，截至发稿跌幅近3%，跌破900美元，总市值2.25万亿美元。英伟达不仅仅是AI硬件霸主，近20年积累的庞大计算机代码库，让它在软件世界也几乎所向披靡。据统计，全球有超过400万开发人员依赖英伟达的CUDA软硬件协同系统，构建AI应用及其他程序。通过CUDA架构，开发人员和软件工程师能够更有效地利用英伟达GPU的计算力，协同软硬件资源以提高计算密集型任务的处理速度。然而现在...</p>\n\n<a href=\"http://mp.weixin.qq.com/s?__biz=MjM5NzAwMzU0MA==&mid=2247601833&idx=3&sn=5a95fea0b4980109a88fbb50e9451a2e&chksm=a730b0ba8b78ab621d2c97b678ee54e68e5e936fc88b79d84f1b2edb5a8c3ce1a161fdd2b485&scene=0#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/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{},"source_url":"http://mp.weixin.qq.com/s?__biz=MjM5NzAwMzU0MA==&mid=2247601833&idx=3&sn=5a95fea0b4980109a88fbb50e9451a2e&chksm=a730b0ba8b78ab621d2c97b678ee54e68e5e936fc88b79d84f1b2edb5a8c3ce1a161fdd2b485&scene=0#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2422991850","content_text":"周三，英伟达股价继续走低，截至发稿跌幅近3%，跌破900美元，总市值2.25万亿美元。英伟达不仅仅是AI硬件霸主，近20年积累的庞大计算机代码库，让它在软件世界也几乎所向披靡。据统计，全球有超过400万开发人员依赖英伟达的CUDA软硬件协同系统，构建AI应用及其他程序。通过CUDA架构，开发人员和软件工程师能够更有效地利用英伟达GPU的计算力，协同软硬件资源以提高计算密集型任务的处理速度。然而现在，高通、谷歌、英特尔等其他科技巨头，正在成立“复仇者联盟”，联合挑战英伟达的霸主地位。据媒体最新曝光，他们的计划是，解除CUDA与开发人员之间的绑定。高通的AI和机器学习负责人Vinesh Sukumar在接受媒体最新采访时表示，他们正向开发人员展示如何迁移到英伟达平台之外。他还透露称，一个由科技公司联合成立的财团UXL基金会，计划开发一整套可以横跨多种AI加速器芯片的软件和工具，该开源项目旨在使计算机代码能在任何硬件上运行，不受芯片类型的限制。试水OneAPI技术UXL基金会进行的首个项目基于英特尔开发的OneAPI技术堆栈。谷歌高性能计算总监兼首席技术官Bill Magro向媒体表示，这一努力的目的是，在机器学习框架的背景下创建一个开放的生态系统，增强硬件选择的多样性并提升生产力。谷歌是UXL的发起成员之一，参与决定了该项目的技术方向。UXL技术引导委员会目前正着手确定今年上半年的技术规范，目标是到年底使其成为一项成熟的技术。这需要构建一个稳固的基础，以便纳入多家公司的贡献，并确保其适用于任何芯片或硬件。除了最初的发起公司，UXL还计划邀请亚马逊、微软Azure等云计算公司，以及更多芯片制造商加入。自去年9月启动以来，UXL已开始接收来自包括基金会成员在内的第三方的技术贡献。目前英特尔的OneAPI已投入使用，UXL的下一步是创建一个专为AI设计的计算模型的标准编程模式。UXL聚焦于由少数芯片制造商主导的紧急计算问题，如最新AI应用和高性能计算应用。这将支撑组织实现长远目标——吸引大量开发人员到其平台。长期而言，UXL希望其平台能够支持英伟达的硬件和代码。外面全是英伟达的敌人UXL基金会的计划只是“反英伟达”的众多尝试之一，PitchBook数据显示，风投和企业已向93个不同的项目中投入了超过40亿美元。过去一年中，初创公司对挖掘英伟达软件弱点的兴趣急剧升温。该机构数据显示，对标英伟达的初创公司在2023年筹集的资金超过了20亿美元，而前一年为5.8亿美元。然而，要达到英伟达CUDA需要的不仅仅是技术。D2D咨询公司的首席执行官Jay Goldberg指出，顶尖的开发人员已经使用CUDA长达15年，围绕它构建了大量的代码，已经形成了根深蒂固的使用习惯。而面对虎视眈眈的竞争对手，英伟达执行官Ian Buck表示：“世界正在经历加速。加速计算的新想法正源源不断地涌现，这将推动AI的发展和加速计算能实现的范围。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":885,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397633226,"gmtCreate":1608246510865,"gmtModify":1703851999635,"author":{"id":"3553118283408157","authorId":"3553118283408157","name":"大海_0882","avatar":"https://static.tigerbbs.com/196ce796b4f8891713e869137e6fbb14","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553118283408157","authorIdStr":"3553118283408157"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LMT\">$洛克希德马丁(LMT)$</a>阴跌不止啊！","listText":"<a href=\"https://laohu8.com/S/LMT\">$洛克希德马丁(LMT)$</a>阴跌不止啊！","text":"$洛克希德马丁(LMT)$阴跌不止啊！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/397633226","isVote":1,"tweetType":1,"viewCount":3440,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3551259808709279","authorId":"3551259808709279","name":"Yipeng","avatar":"https://static.tigerbbs.com/cfc58bf8f3b322d07a6758926774de30","crmLevel":1,"crmLevelSwitch":0,"idStr":"3551259808709279","authorIdStr":"3551259808709279"},"content":"科技转工业的rotation要明年一季度最早，等民主党新政策制约科技巨头，还要看拜登对国防预算和军火外销的具体政策，现在不确定性太多，市场预期民主党会砍军费，限制中东国家买F35。","text":"科技转工业的rotation要明年一季度最早，等民主党新政策制约科技巨头，还要看拜登对国防预算和军火外销的具体政策，现在不确定性太多，市场预期民主党会砍军费，限制中东国家买F35。","html":"科技转工业的rotation要明年一季度最早，等民主党新政策制约科技巨头，还要看拜登对国防预算和军火外销的具体政策，现在不确定性太多，市场预期民主党会砍军费，限制中东国家买F35。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301269152,"gmtCreate":1603583176476,"gmtModify":1703830227689,"author":{"id":"3553118283408157","authorId":"3553118283408157","name":"大海_0882","avatar":"https://static.tigerbbs.com/196ce796b4f8891713e869137e6fbb14","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553118283408157","authorIdStr":"3553118283408157"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301269152","repostId":"300787147","repostType":1,"repost":{"id":300787147,"gmtCreate":1602457889589,"gmtModify":1703826588019,"author":{"id":"3548044945832407","authorId":"3548044945832407","name":"梦回王朝","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548044945832407","authorIdStr":"3548044945832407"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>“国产Model 3 降价”在刚刚过去的“十一”长假冲上热搜，值得注意的是，这已是该车自2019年发售以来第七次调整价格，综合降价幅度超10万元。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>“国产Model 3 降价”在刚刚过去的“十一”长假冲上热搜，值得注意的是，这已是该车自2019年发售以来第七次调整价格，综合降价幅度超10万元。","text":"$特斯拉(TSLA)$“国产Model 3 降价”在刚刚过去的“十一”长假冲上热搜，值得注意的是，这已是该车自2019年发售以来第七次调整价格，综合降价幅度超10万元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300787147","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301029345,"gmtCreate":1603292811987,"gmtModify":1703829446004,"author":{"id":"3553118283408157","authorId":"3553118283408157","name":"大海_0882","avatar":"https://static.tigerbbs.com/196ce796b4f8891713e869137e6fbb14","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553118283408157","authorIdStr":"3553118283408157"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LMT\">$洛克希德马丁(LMT)$</a>财报超预期了，为什么还这样跌，哪位大神知道原因呀？","listText":"<a href=\"https://laohu8.com/S/LMT\">$洛克希德马丁(LMT)$</a>财报超预期了，为什么还这样跌，哪位大神知道原因呀？","text":"$洛克希德马丁(LMT)$财报超预期了，为什么还这样跌，哪位大神知道原因呀？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/301029345","isVote":1,"tweetType":1,"viewCount":3693,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3551259808709279","authorId":"3551259808709279","name":"Yipeng","avatar":"https://static.tigerbbs.com/cfc58bf8f3b322d07a6758926774de30","crmLevel":1,"crmLevelSwitch":0,"idStr":"3551259808709279","authorIdStr":"3551259808709279"},"content":"这股适合两三年的长线，机构持有比例很高，散户追的少，不必天天看了。","text":"这股适合两三年的长线，机构持有比例很高，散户追的少，不必天天看了。","html":"这股适合两三年的长线，机构持有比例很高，散户追的少，不必天天看了。"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":392923162546400,"gmtCreate":1736952470824,"gmtModify":1736952472223,"author":{"id":"3553118283408157","authorId":"3553118283408157","name":"大海_0882","avatar":"https://static.tigerbbs.com/196ce796b4f8891713e869137e6fbb14","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553118283408157","authorIdStr":"3553118283408157"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YALA\">$雅乐科技(YALA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 业绩一年比一年好，长期看好雅 乐","listText":"<a href=\"https://laohu8.com/S/YALA\">$雅乐科技(YALA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 业绩一年比一年好，长期看好雅 乐","text":"$雅乐科技(YALA)$ 业绩一年比一年好，长期看好雅 乐","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/392923162546400","isVote":1,"tweetType":1,"viewCount":1543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301029345,"gmtCreate":1603292811987,"gmtModify":1703829446004,"author":{"id":"3553118283408157","authorId":"3553118283408157","name":"大海_0882","avatar":"https://static.tigerbbs.com/196ce796b4f8891713e869137e6fbb14","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553118283408157","authorIdStr":"3553118283408157"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LMT\">$洛克希德马丁(LMT)$</a>财报超预期了，为什么还这样跌，哪位大神知道原因呀？","listText":"<a href=\"https://laohu8.com/S/LMT\">$洛克希德马丁(LMT)$</a>财报超预期了，为什么还这样跌，哪位大神知道原因呀？","text":"$洛克希德马丁(LMT)$财报超预期了，为什么还这样跌，哪位大神知道原因呀？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/301029345","isVote":1,"tweetType":1,"viewCount":3693,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3551259808709279","authorId":"3551259808709279","name":"Yipeng","avatar":"https://static.tigerbbs.com/cfc58bf8f3b322d07a6758926774de30","crmLevel":1,"crmLevelSwitch":0,"idStr":"3551259808709279","authorIdStr":"3551259808709279"},"content":"这股适合两三年的长线，机构持有比例很高，散户追的少，不必天天看了。","text":"这股适合两三年的长线，机构持有比例很高，散户追的少，不必天天看了。","html":"这股适合两三年的长线，机构持有比例很高，散户追的少，不必天天看了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397633226,"gmtCreate":1608246510865,"gmtModify":1703851999635,"author":{"id":"3553118283408157","authorId":"3553118283408157","name":"大海_0882","avatar":"https://static.tigerbbs.com/196ce796b4f8891713e869137e6fbb14","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553118283408157","authorIdStr":"3553118283408157"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LMT\">$洛克希德马丁(LMT)$</a>阴跌不止啊！","listText":"<a href=\"https://laohu8.com/S/LMT\">$洛克希德马丁(LMT)$</a>阴跌不止啊！","text":"$洛克希德马丁(LMT)$阴跌不止啊！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/397633226","isVote":1,"tweetType":1,"viewCount":3440,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3551259808709279","authorId":"3551259808709279","name":"Yipeng","avatar":"https://static.tigerbbs.com/cfc58bf8f3b322d07a6758926774de30","crmLevel":1,"crmLevelSwitch":0,"idStr":"3551259808709279","authorIdStr":"3551259808709279"},"content":"科技转工业的rotation要明年一季度最早，等民主党新政策制约科技巨头，还要看拜登对国防预算和军火外销的具体政策，现在不确定性太多，市场预期民主党会砍军费，限制中东国家买F35。","text":"科技转工业的rotation要明年一季度最早，等民主党新政策制约科技巨头，还要看拜登对国防预算和军火外销的具体政策，现在不确定性太多，市场预期民主党会砍军费，限制中东国家买F35。","html":"科技转工业的rotation要明年一季度最早，等民主党新政策制约科技巨头，还要看拜登对国防预算和军火外销的具体政策，现在不确定性太多，市场预期民主党会砍军费，限制中东国家买F35。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":434151259611912,"gmtCreate":1747027388153,"gmtModify":1747027389824,"author":{"id":"3553118283408157","authorId":"3553118283408157","name":"大海_0882","avatar":"https://static.tigerbbs.com/196ce796b4f8891713e869137e6fbb14","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553118283408157","authorIdStr":"3553118283408157"},"themes":[],"htmlText":"Fr fe re rfff r you dsef","listText":"Fr fe re rfff r you dsef","text":"Fr fe re rfff r you dsef","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/434151259611912","repostId":"2534251609","repostType":2,"repost":{"id":"2534251609","kind":"news","pubTimestamp":1747015371,"share":"https://www.laohu8.com/m/news/2534251609?lang=&edition=full","pubTime":"2025-05-12 10:02","market":"us","language":"zh","title":"机构：美股熊市已经结束，关税阴影下将迎来“马拉松式”牛市","url":"https://stock-news.laohu8.com/highlight/detail?id=2534251609","media":"智通财经","summary":"尽管不确定性仍存，但伊曼纽尔指出，已实现波动率和投资者仓位等关键情绪指标显示市场已现投降式抛售。Evercore最新调查显示81%客户认为衰退已至或临近，这种极端悲观共识往往预示拐点。投资者需做好应对波动准备，尤其考虑到关税通胀压力、今夏美国预算之争及美联储的谨慎立场。伊曼纽尔强调政策受限且估值高企，本轮牛市将是马拉松而非短跑。","content":"<html><head></head><body><p>5月12日，金融服务公司<a href=\"https://laohu8.com/S/EVR\">Evercore</a> ISI的策略师指出，最新市场反弹标志着2025年熊市的终结，但与以往不同，这轮牛市不会伴随剧烈上涨，而将呈现缓慢且波动前行的态势。</p><p>策略师朱利安·伊曼纽尔将近期市场动荡比作1998年长期资本管理公司危机时的恐慌。但当年美联储迅速行动推动市场快速创新高的情况如今难以复制——当前通胀顽固、美联储持观望态度，且关税政策冲击仍在经济中发酵。</p><p>伊曼纽尔写道，“特朗普4月9日暂缓加征关税的决定引发抢购潮，终结了这轮-21.3%的周期性熊市。”但他认为复苏将是渐进&#34;过程&#34;，<a href=\"https://laohu8.com/S/161125\">标普500</a>指数创新高可能推迟至2026年。</p><p>Evercore ISI团队维持标普500年终5600点的目标，前提是最终关税税率维持在15%-17%，虽低于特朗普最初80%的提议，但仍接近1930年《斯姆特-霍利关税法》的臭名昭著水平。</p><p>投资策略方面，伊曼纽尔警告估值仍处高位，标普500市盈率22倍虽从近期25倍峰值回落，但历史来看依然偏高。</p><p>他建议采取战术配置：买入通信服务、非必需消费品和科技板块的优质滞涨股，减持缺乏盈利修正或股票回购支撑的高动量明星股(见下文“反重力股”清单)。</p><p>团队还推荐采用9月到期SPY期权领口策略(615C/530P/480P)对冲风险，并建议新资金分批入场。该策略通过卖出行权价615的认购期权、买入530认沽期权同时卖出480认沽期权构成，将下跌风险锁定在480-530区间，上方收益封顶于615。非衍生品投资者可逢高减持锁定收益，等待更好买点。</p><p>尽管不确定性仍存，但伊曼纽尔指出，已实现波动率和投资者仓位等关键情绪指标显示市场已现投降式抛售。Evercore最新调查显示81%客户认为衰退已至或临近，这种极端悲观共识往往预示拐点。</p><p>简言之：风暴虽过，前路漫漫。投资者需做好应对波动准备，尤其考虑到关税通胀压力、今夏美国预算之争及美联储的谨慎立场。伊曼纽尔强调政策受限且估值高企，本轮牛市将是马拉松而非短跑。</p><p>Evercore ISI“反重力股”清单(高动量/低回购/情绪脆弱，建议逢高减持)：<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、<a href=\"https://laohu8.com/S/BA\">波音</a>、Realty Income、<a href=\"https://laohu8.com/S/CMS\">CMS能源</a>公司(CMS.US)、Ryan Specialty Holdings, Inc. A 类、太阳社区公司(SUI.US)、<a href=\"https://laohu8.com/S/AUR\">Aurora Innovation</a>, Inc. A 类、JM Smucker 公司、Houlihan Lokey, Inc. A 级 (HLI.US)、美国金融集团(AFG.US)、<a href=\"https://laohu8.com/S/RKLB\">Rocket Lab USA, Inc.</a>、金塞尔资本集团、爱玛客、汉密尔顿巷股份有限公司 A 类、NNN房地产投资信托公司、IDACORP公司、Kratos 防御与安全解决方案公司。</p></body></html>","source":"stock_zhitongcaijing","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>机构：美股熊市已经结束，关税阴影下将迎来“马拉松式”牛市</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n机构：美股熊市已经结束，关税阴影下将迎来“马拉松式”牛市\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-12 10:02 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1291776.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月12日，金融服务公司Evercore ISI的策略师指出，最新市场反弹标志着2025年熊市的终结，但与以往不同，这轮牛市不会伴随剧烈上涨，而将呈现缓慢且波动前行的态势。策略师朱利安·伊曼纽尔将近期市场动荡比作1998年长期资本管理公司危机时的恐慌。但当年美联储迅速行动推动市场快速创新高的情况如今难以复制——当前通胀顽固、美联储持观望态度，且关税政策冲击仍在经济中发酵。伊曼纽尔写道，“特朗普4月...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1291776.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{".IXIC":"NASDAQ Composite",".DJI":"道琼斯",".SPX":"S&P 500 Index"},"source_url":"http://www.zhitongcaijing.com/content/detail/1291776.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2534251609","content_text":"5月12日，金融服务公司Evercore ISI的策略师指出，最新市场反弹标志着2025年熊市的终结，但与以往不同，这轮牛市不会伴随剧烈上涨，而将呈现缓慢且波动前行的态势。策略师朱利安·伊曼纽尔将近期市场动荡比作1998年长期资本管理公司危机时的恐慌。但当年美联储迅速行动推动市场快速创新高的情况如今难以复制——当前通胀顽固、美联储持观望态度，且关税政策冲击仍在经济中发酵。伊曼纽尔写道，“特朗普4月9日暂缓加征关税的决定引发抢购潮，终结了这轮-21.3%的周期性熊市。”但他认为复苏将是渐进\"过程\"，标普500指数创新高可能推迟至2026年。Evercore ISI团队维持标普500年终5600点的目标，前提是最终关税税率维持在15%-17%，虽低于特朗普最初80%的提议，但仍接近1930年《斯姆特-霍利关税法》的臭名昭著水平。投资策略方面，伊曼纽尔警告估值仍处高位，标普500市盈率22倍虽从近期25倍峰值回落，但历史来看依然偏高。他建议采取战术配置：买入通信服务、非必需消费品和科技板块的优质滞涨股，减持缺乏盈利修正或股票回购支撑的高动量明星股(见下文“反重力股”清单)。团队还推荐采用9月到期SPY期权领口策略(615C/530P/480P)对冲风险，并建议新资金分批入场。该策略通过卖出行权价615的认购期权、买入530认沽期权同时卖出480认沽期权构成，将下跌风险锁定在480-530区间，上方收益封顶于615。非衍生品投资者可逢高减持锁定收益，等待更好买点。尽管不确定性仍存，但伊曼纽尔指出，已实现波动率和投资者仓位等关键情绪指标显示市场已现投降式抛售。Evercore最新调查显示81%客户认为衰退已至或临近，这种极端悲观共识往往预示拐点。简言之：风暴虽过，前路漫漫。投资者需做好应对波动准备，尤其考虑到关税通胀压力、今夏美国预算之争及美联储的谨慎立场。伊曼纽尔强调政策受限且估值高企，本轮牛市将是马拉松而非短跑。Evercore ISI“反重力股”清单(高动量/低回购/情绪脆弱，建议逢高减持)：特斯拉、波音、Realty Income、CMS能源公司(CMS.US)、Ryan Specialty Holdings, Inc. A 类、太阳社区公司(SUI.US)、Aurora Innovation, Inc. A 类、JM Smucker 公司、Houlihan Lokey, Inc. A 级 (HLI.US)、美国金融集团(AFG.US)、Rocket Lab USA, Inc.、金塞尔资本集团、爱玛客、汉密尔顿巷股份有限公司 A 类、NNN房地产投资信托公司、IDACORP公司、Kratos 防御与安全解决方案公司。","news_type":1},"isVote":1,"tweetType":1,"viewCount":99,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":399802206994496,"gmtCreate":1738630692526,"gmtModify":1738630694177,"author":{"id":"3553118283408157","authorId":"3553118283408157","name":"大海_0882","avatar":"https://static.tigerbbs.com/196ce796b4f8891713e869137e6fbb14","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553118283408157","authorIdStr":"3553118283408157"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 看好后市，自动驾驶，机器人后续力量足够支撑股价","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; 看好后市，自动驾驶，机器人后续力量足够支撑股价","text":"$特斯拉(TSLA)$ 看好后市，自动驾驶，机器人后续力量足够支撑股价","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/399802206994496","isVote":1,"tweetType":1,"viewCount":769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288883588403304,"gmtCreate":1711552769967,"gmtModify":1711554758007,"author":{"id":"3553118283408157","authorId":"3553118283408157","name":"大海_0882","avatar":"https://static.tigerbbs.com/196ce796b4f8891713e869137e6fbb14","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553118283408157","authorIdStr":"3553118283408157"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/288883588403304","repostId":"2422991850","repostType":2,"repost":{"id":"2422991850","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1711552651,"share":"https://www.laohu8.com/m/news/2422991850?lang=&edition=full","pubTime":"2024-03-27 23:17","market":"us","language":"zh","title":"英伟达盘中跌破900美元，巨头们正组建联盟“打倒英伟达”？","url":"https://stock-news.laohu8.com/highlight/detail?id=2422991850","media":"华尔街见闻","summary":"联合挑战英伟达的霸主地位。","content":"<html><head></head><body><p>周三，英伟达股价继续走低，截至发稿跌幅近3%，跌破900美元，总市值2.25万亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2008592604efe794f3be563fc1722ce0\" tg-width=\"560\" tg-height=\"240\"/></p><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>不仅仅是AI硬件霸主，近20年积累的庞大计算机代码库，让它在软件世界也几乎所向披靡。</p><p>据统计，全球有超过400万开发人员依赖英伟达的CUDA软硬件协同系统，构建AI应用及其他程序。通过CUDA架构，开发人员和软件工程师能够更有效地利用英伟达GPU的计算力，协同软硬件资源以提高计算密集型任务的处理速度。</p><p>然而现在，<a href=\"https://laohu8.com/S/QCOM\">高通</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>等其他科技巨头，正在成立“复仇者联盟”，联合挑战英伟达的霸主地位。据媒体最新曝光，他们的计划是，解除CUDA与开发人员之间的绑定。</p><p>高通的AI和机器学习负责人Vinesh Sukumar在接受媒体最新采访时表示，他们正向开发人员展示如何迁移到英伟达平台之外。</p><p>他还透露称，一个由科技公司联合成立的财团UXL基金会，计划开发一整套可以横跨多种AI加速器芯片的软件和工具，该开源项目旨在使计算机代码能在任何硬件上运行，不受芯片类型的限制。</p><p><strong>试水OneAPI技术</strong></p><p>UXL基金会进行的首个项目基于英特尔开发的OneAPI技术堆栈。</p><p>谷歌高性能计算总监兼首席技术官Bill Magro向媒体表示，这一努力的目的是，在机器学习框架的背景下创建一个开放的生态系统，增强硬件选择的多样性并提升生产力。谷歌是UXL的发起成员之一，参与决定了该项目的技术方向。</p><p>UXL技术引导委员会目前正着手确定今年上半年的技术规范，目标是到年底使其成为一项成熟的技术。这需要构建一个稳固的基础，以便纳入多家公司的贡献，并确保其适用于任何芯片或硬件。</p><p>除了最初的发起公司，UXL还计划邀请<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、<a href=\"https://laohu8.com/S/MSFT\">微软</a>Azure等云计算公司，以及更多芯片制造商加入。自去年9月启动以来，UXL已开始接收来自包括基金会成员在内的第三方的技术贡献。</p><p>目前英特尔的OneAPI已投入使用，UXL的下一步是创建一个专为AI设计的计算模型的标准编程模式。</p><p>UXL聚焦于由少数芯片制造商主导的紧急计算问题，如最新AI应用和高性能计算应用。这将支撑组织实现长远目标——吸引大量开发人员到其平台。长期而言，UXL希望其平台能够支持英伟达的硬件和代码。</p><p><strong>外面全是英伟达的敌人</strong></p><p>UXL基金会的计划只是“反英伟达”的众多尝试之一，PitchBook数据显示，风投和企业已向93个不同的项目中投入了超过40亿美元。</p><p>过去一年中，初创公司对挖掘英伟达软件弱点的兴趣急剧升温。该机构数据显示，对标英伟达的初创公司在2023年筹集的资金超过了20亿美元，而前一年为5.8亿美元。</p><p>然而，要达到英伟达CUDA需要的不仅仅是技术。</p><p>D2D咨询公司的首席执行官Jay Goldberg指出，顶尖的开发人员已经使用CUDA长达15年，围绕它构建了大量的代码，已经形成了根深蒂固的使用习惯。</p><p>而面对虎视眈眈的竞争对手，英伟达执行官Ian Buck表示：</p><p>“世界正在经历加速。加速计算的新想法正源源不断地涌现，这将推动AI的发展和加速计算能实现的范围。”</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>英伟达盘中跌破900美元，巨头们正组建联盟“打倒英伟达”？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达盘中跌破900美元，巨头们正组建联盟“打倒英伟达”？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-27 23:17 北京时间&nbsp;&nbsp;&nbsp;<a href=http://mp.weixin.qq.com/s?__biz=MjM5NzAwMzU0MA==&mid=2247601833&idx=3&sn=5a95fea0b4980109a88fbb50e9451a2e&chksm=a730b0ba8b78ab621d2c97b678ee54e68e5e936fc88b79d84f1b2edb5a8c3ce1a161fdd2b485&scene=0#rd><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周三，英伟达股价继续走低，截至发稿跌幅近3%，跌破900美元，总市值2.25万亿美元。英伟达不仅仅是AI硬件霸主，近20年积累的庞大计算机代码库，让它在软件世界也几乎所向披靡。据统计，全球有超过400万开发人员依赖英伟达的CUDA软硬件协同系统，构建AI应用及其他程序。通过CUDA架构，开发人员和软件工程师能够更有效地利用英伟达GPU的计算力，协同软硬件资源以提高计算密集型任务的处理速度。然而现在...</p>\n\n<a href=\"http://mp.weixin.qq.com/s?__biz=MjM5NzAwMzU0MA==&mid=2247601833&idx=3&sn=5a95fea0b4980109a88fbb50e9451a2e&chksm=a730b0ba8b78ab621d2c97b678ee54e68e5e936fc88b79d84f1b2edb5a8c3ce1a161fdd2b485&scene=0#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/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{},"source_url":"http://mp.weixin.qq.com/s?__biz=MjM5NzAwMzU0MA==&mid=2247601833&idx=3&sn=5a95fea0b4980109a88fbb50e9451a2e&chksm=a730b0ba8b78ab621d2c97b678ee54e68e5e936fc88b79d84f1b2edb5a8c3ce1a161fdd2b485&scene=0#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2422991850","content_text":"周三，英伟达股价继续走低，截至发稿跌幅近3%，跌破900美元，总市值2.25万亿美元。英伟达不仅仅是AI硬件霸主，近20年积累的庞大计算机代码库，让它在软件世界也几乎所向披靡。据统计，全球有超过400万开发人员依赖英伟达的CUDA软硬件协同系统，构建AI应用及其他程序。通过CUDA架构，开发人员和软件工程师能够更有效地利用英伟达GPU的计算力，协同软硬件资源以提高计算密集型任务的处理速度。然而现在，高通、谷歌、英特尔等其他科技巨头，正在成立“复仇者联盟”，联合挑战英伟达的霸主地位。据媒体最新曝光，他们的计划是，解除CUDA与开发人员之间的绑定。高通的AI和机器学习负责人Vinesh Sukumar在接受媒体最新采访时表示，他们正向开发人员展示如何迁移到英伟达平台之外。他还透露称，一个由科技公司联合成立的财团UXL基金会，计划开发一整套可以横跨多种AI加速器芯片的软件和工具，该开源项目旨在使计算机代码能在任何硬件上运行，不受芯片类型的限制。试水OneAPI技术UXL基金会进行的首个项目基于英特尔开发的OneAPI技术堆栈。谷歌高性能计算总监兼首席技术官Bill Magro向媒体表示，这一努力的目的是，在机器学习框架的背景下创建一个开放的生态系统，增强硬件选择的多样性并提升生产力。谷歌是UXL的发起成员之一，参与决定了该项目的技术方向。UXL技术引导委员会目前正着手确定今年上半年的技术规范，目标是到年底使其成为一项成熟的技术。这需要构建一个稳固的基础，以便纳入多家公司的贡献，并确保其适用于任何芯片或硬件。除了最初的发起公司，UXL还计划邀请亚马逊、微软Azure等云计算公司，以及更多芯片制造商加入。自去年9月启动以来，UXL已开始接收来自包括基金会成员在内的第三方的技术贡献。目前英特尔的OneAPI已投入使用，UXL的下一步是创建一个专为AI设计的计算模型的标准编程模式。UXL聚焦于由少数芯片制造商主导的紧急计算问题，如最新AI应用和高性能计算应用。这将支撑组织实现长远目标——吸引大量开发人员到其平台。长期而言，UXL希望其平台能够支持英伟达的硬件和代码。外面全是英伟达的敌人UXL基金会的计划只是“反英伟达”的众多尝试之一，PitchBook数据显示，风投和企业已向93个不同的项目中投入了超过40亿美元。过去一年中，初创公司对挖掘英伟达软件弱点的兴趣急剧升温。该机构数据显示，对标英伟达的初创公司在2023年筹集的资金超过了20亿美元，而前一年为5.8亿美元。然而，要达到英伟达CUDA需要的不仅仅是技术。D2D咨询公司的首席执行官Jay Goldberg指出，顶尖的开发人员已经使用CUDA长达15年，围绕它构建了大量的代码，已经形成了根深蒂固的使用习惯。而面对虎视眈眈的竞争对手，英伟达执行官Ian Buck表示：“世界正在经历加速。加速计算的新想法正源源不断地涌现，这将推动AI的发展和加速计算能实现的范围。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":885,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301269152,"gmtCreate":1603583176476,"gmtModify":1703830227689,"author":{"id":"3553118283408157","authorId":"3553118283408157","name":"大海_0882","avatar":"https://static.tigerbbs.com/196ce796b4f8891713e869137e6fbb14","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553118283408157","authorIdStr":"3553118283408157"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/301269152","repostId":"300787147","repostType":1,"repost":{"id":300787147,"gmtCreate":1602457889589,"gmtModify":1703826588019,"author":{"id":"3548044945832407","authorId":"3548044945832407","name":"梦回王朝","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3548044945832407","authorIdStr":"3548044945832407"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>“国产Model 3 降价”在刚刚过去的“十一”长假冲上热搜，值得注意的是，这已是该车自2019年发售以来第七次调整价格，综合降价幅度超10万元。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>“国产Model 3 降价”在刚刚过去的“十一”长假冲上热搜，值得注意的是，这已是该车自2019年发售以来第七次调整价格，综合降价幅度超10万元。","text":"$特斯拉(TSLA)$“国产Model 3 降价”在刚刚过去的“十一”长假冲上热搜，值得注意的是，这已是该车自2019年发售以来第七次调整价格，综合降价幅度超10万元。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300787147","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}