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老当益壮铁树开花

老当益壮铁树开花

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老当益壮铁树开花

10-15

华尔街后台老板贝莱德都亲自上阵了

贝莱德与英伟达联手400亿收购数据中心运营商

老当益壮铁树开花

10-09

$纳斯达克(.IXIC)$ 看这阵势，主力开始有序撤退了

老当益壮铁树开花

09-24

英伟达的Physical AI（物理AI）是指使用运动技能理解现实世界并与之进行交互的模型，这些模型通常封装在机器人或自动驾驶汽车等自主机器中。阿里巴巴这是要把机器人的关键AI部分交出去吗？机器人是事关国家安全，目前国家的战斗机器人很可能使用的宇树科技，阿里巴巴投资了宇树科技，如果采用英伟达AI，将来后患无穷。

阿里巴巴宣布与英伟达开展Physical AI合作

老当益壮铁树开花

09-20

反正吹牛吹不死你，也要吓死你，为了融资脸都不要了，要什么脸？脸有什么用？

预防算力危机！OpenAI计划投入1000亿美元租备用服务器

老当益壮铁树开花

09-10

$甲骨文(ORCL)$ 现在华尔街这么多资不抵债的公司都开始参与到AI的吹牛大赛来了吗？亩产十万斤在华尔街实现也不难啊

老当益壮铁树开花

06-11

这么好赚，特斯拉这个车别卖了，自己赚不好吗？

特斯拉Robotaxi终于来了，一文读懂：它如何运行？车主每年能赚3万美元？

老当益壮铁树开花

06-06

$特斯拉(TSLA)$ 马斯克这一手苦肉计演的逼真，毕竟中国的生意还得做，如果还在川普阵营，来中国的话，中美关系协调人非马斯克莫属。一旦与川普表面关系搞僵，来中国就没有政治身份，在商言商，算盘打的叫一个精明。

老当益壮铁树开花

05-22

Xai现在融资困难，养不活自己，只能忍痛低价卖给特斯拉的股东们了。美名其曰合并。

马斯克持续采购英伟达、AMD芯片

老当益壮铁树开花

05-09

$特斯拉(TSLA)$ 这是杀期权吧

老当益壮铁树开花

05-07

虽然我吹的牛无法兑现，但那是有原因的，即便这样你们不得不服，我还是超出你们的预期了

超微电脑再次下调全年营收预期，承认会遭受特朗普关税冲击

老当益壮铁树开花

05-01

$微软(MSFT)$ 这财报跟谷歌一个套路，都是营收、利润超预期，盘后大涨，过两天原形毕露。看今天苹果和亚马逊什么情况，这个数字是不是也可以寅吃卯粮，提前计算收入，增加利润？

老当益壮铁树开花

04-25

不敢直面问题，现在第二季度已经过去两个月了，有没有影响一目了然。高管却含糊其辞言语闪烁说有轻微阻力，实际可能是影响很大。看看后续股价情况就可以看出端倪。

特朗普关税阴云笼罩 Alphabet(GOOGL.US)高管承认广告业务面临“轻微阻力”

老当益壮铁树开花

04-23

$特斯拉(TSLA)$ 预感到今天特斯拉要先涨后跌

老当益壮铁树开花

04-15

星际之门计划之自产自销

英伟达计划四年内构建5000亿美元的AI基础设施体系

老当益壮铁树开花

04-14

自产自销，自吹自擂，自卖自夸，吹牛，问题是钱从哪来？

英伟达宣布首次在美国本土生产AI超级计算机，预计5年内创造5000亿美元产值

老当益壮铁树开花

04-14

$苹果(AAPL)$ 这次美国放开的关税百分之八十是为了苹果公司[财迷] [财迷] [财迷]

老当益壮铁树开花

04-14

装到这个份上也是绝了，似乎纠结到脚在鞋子里抠出了三居室。

抱歉，原内容已删除

老当益壮铁树开花

04-09

既然85都出来了，再等等，八十也快了

老当益壮铁树开花

04-09

$英伟达(NVDA)$ 蒸蛋行情，安全带系好

去老虎APP查看更多动态

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251015200705a6bac27f&s=b><strong>DoNews</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2025年10月15日，贝莱德与英伟达宣布达成协议，将联合以400亿美元收购全球最大的数据中心运营商之一。此次收购涉及的公司为第三方数据中心运营巨头，交易旨在增强双方在人工智能基础设施和云计算领域的布局。贝莱德作为全球领先资产管理公司，将主导资本支持，英伟达则提供技术整合方案，提升数据中心对AI算力的支持能力。该交易预计将于2026年上半年完成，尚需通过相关监管审批。此举标志着科技与金融巨头在数字...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251015200705a6bac27f&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","NVD3.UK":"LS 3X NVIDIA","BK4504":"桥水持仓","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","NVDU":"Direxion Daily NVDA Bull 2X Shares","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","NVDS.UK":"LS -1X NVIDIA","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) 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href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$&nbsp;</a> 看这阵势，主力开始有序撤退了","listText":"<a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$&nbsp;</a> 看这阵势，主力开始有序撤退了","text":"$纳斯达克(.IXIC)$ 看这阵势，主力开始有序撤退了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487379952902912","isVote":1,"tweetType":1,"viewCount":288,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":482081557496280,"gmtCreate":1758724237440,"gmtModify":1758724570078,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"英伟达的Physical AI（物理AI）是指使用运动技能理解现实世界并与之进行交互的模型，这些模型通常封装在机器人或自动驾驶 汽车等自主机器中。 阿里巴巴这是要把机器人的关键AI部分交出去吗？机器人是事关国家安全，目前国家的战斗机器人很可能使用的宇树科技，阿里巴巴投资了宇树科技，如果采用英伟达AI，将来后患无穷。","listText":"英伟达的Physical AI（物理AI）是指使用运动技能理解现实世界并与之进行交互的模型，这些模型通常封装在机器人或自动驾驶 汽车等自主机器中。 阿里巴巴这是要把机器人的关键AI部分交出去吗？机器人是事关国家安全，目前国家的战斗机器人很可能使用的宇树科技，阿里巴巴投资了宇树科技，如果采用英伟达AI，将来后患无穷。","text":"英伟达的Physical AI（物理AI）是指使用运动技能理解现实世界并与之进行交互的模型，这些模型通常封装在机器人或自动驾驶 汽车等自主机器中。 阿里巴巴这是要把机器人的关键AI部分交出去吗？机器人是事关国家安全，目前国家的战斗机器人很可能使用的宇树科技，阿里巴巴投资了宇树科技，如果采用英伟达AI，将来后患无穷。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/482081557496280","repostId":"1181872513","repostType":2,"repost":{"id":"1181872513","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":1758696327,"share":"https://www.laohu8.com/m/news/1181872513?lang=&edition=full","pubTime":"2025-09-24 14:45","market":"us","language":"zh","title":"阿里巴巴宣布与英伟达开展Physical AI合作","url":"https://stock-news.laohu8.com/highlight/detail?id=1181872513","media":"老虎资讯综合","summary":"9月24日，在2025$阿里(09988)$云栖大会上，$阿里巴巴(BABA)$正式宣布与$英伟达(NVDA)$开展Physical AI合作。合作覆盖了Physical AI的实践的各个方面，包括数据的合成处理，模型的训练，环境仿真强化学习以及模型验证测试等。","content":"<html><head></head><body><p>9月24日，在2025<a href=\"https://laohu8.com/S/09988\">阿里</a>云栖大会上，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>正式宣布与<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>开展Physical AI合作。合作覆盖了Physical AI的实践的各个方面，包括数据的合成处理，模型的训练，环境仿真强化学习以及模型验证测试等。</p><p>受此消息提振，阿里巴巴美股夜盘涨幅扩大至近10%、英伟达由跌转涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0166cd50aa35d3ddcaff81f08c6b6d00\" title=\"\" tg-width=\"834\" tg-height=\"828\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b7965b73de510a9fc4ac02140eb009d\" title=\"\" tg-width=\"833\" tg-height=\"828\"/></p><p>9月24日，在2025杭州云栖大会上，阿里云和英伟达在Physical AI（物理AI）领域达成合作，阿里云人工智能平台 PAI 将集成英伟达Physical AI软件栈，将为企业用户提供数据预处理、仿真数据生成、模型训练评估、机器人强化学习、仿真测试等全链路平台服务，进一步缩短具身智能、辅助驾驶等应用的开发周期。</p><p>据介绍，阿里云人工智能平台 PAI将集成NVIDIA Isaac Sim、NVIDIA Isaac Lab、NVIDIA Cosmos和Physical AI 数据集在内的全套 Physical AI 软件栈，结合阿里云大数据AI平台能力，形成覆盖数据预处理、仿真数据生成、模型训练评估、机器人强化学习、仿真测试在内的全链路平台支撑。</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>阿里巴巴宣布与英伟达开展Physical AI合作</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阿里巴巴宣布与英伟达开展Physical AI合作\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\">2025-09-24 14:45</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月24日，在2025<a href=\"https://laohu8.com/S/09988\">阿里</a>云栖大会上，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>正式宣布与<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>开展Physical AI合作。合作覆盖了Physical AI的实践的各个方面，包括数据的合成处理，模型的训练，环境仿真强化学习以及模型验证测试等。</p><p>受此消息提振，阿里巴巴美股夜盘涨幅扩大至近10%、英伟达由跌转涨。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0166cd50aa35d3ddcaff81f08c6b6d00\" title=\"\" tg-width=\"834\" tg-height=\"828\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b7965b73de510a9fc4ac02140eb009d\" title=\"\" tg-width=\"833\" tg-height=\"828\"/></p><p>9月24日，在2025杭州云栖大会上，阿里云和英伟达在Physical AI（物理AI）领域达成合作，阿里云人工智能平台 PAI 将集成英伟达Physical AI软件栈，将为企业用户提供数据预处理、仿真数据生成、模型训练评估、机器人强化学习、仿真测试等全链路平台服务，进一步缩短具身智能、辅助驾驶等应用的开发周期。</p><p>据介绍，阿里云人工智能平台 PAI将集成NVIDIA Isaac Sim、NVIDIA Isaac Lab、NVIDIA Cosmos和Physical AI 数据集在内的全套 Physical AI 软件栈，结合阿里云大数据AI平台能力，形成覆盖数据预处理、仿真数据生成、模型训练评估、机器人强化学习、仿真测试在内的全链路平台支撑。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ca2161e8ddb469de4171b1fb09459c6b","relate_stocks":{"LU1688375341.USD":"贝莱德中国灵活股票基金","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) 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软件栈，结合阿里云大数据AI平台能力，形成覆盖数据预处理、仿真数据生成、模型训练评估、机器人强化学习、仿真测试在内的全链路平台支撑。","news_type":1,"symbols_score_info":{"09988":1.1,"BABA":1.1,"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":628,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"content":"阿里巴巴这是要把机器人的关键AI部分交出去吗？机器人是事关国家安全，目前国家的战斗机器人很可能使用的宇树科技，阿里巴巴投资了宇树科技，如果采用英伟达AI，将来后患无穷。","text":"阿里巴巴这是要把机器人的关键AI部分交出去吗？机器人是事关国家安全，目前国家的战斗机器人很可能使用的宇树科技，阿里巴巴投资了宇树科技，如果采用英伟达AI，将来后患无穷。","html":"阿里巴巴这是要把机器人的关键AI部分交出去吗？机器人是事关国家安全，目前国家的战斗机器人很可能使用的宇树科技，阿里巴巴投资了宇树科技，如果采用英伟达AI，将来后患无穷。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":480367911297096,"gmtCreate":1758301158619,"gmtModify":1758302554696,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"反正吹牛吹不死你，也要吓死你，为了融资脸都不要了，要什么脸？脸有什么用？","listText":"反正吹牛吹不死你，也要吓死你，为了融资脸都不要了，要什么脸？脸有什么用？","text":"反正吹牛吹不死你，也要吓死你，为了融资脸都不要了，要什么脸？脸有什么用？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/480367911297096","repostId":"1185605690","repostType":4,"repost":{"id":"1185605690","kind":"news","pubTimestamp":1758294683,"share":"https://www.laohu8.com/m/news/1185605690?lang=&edition=full","pubTime":"2025-09-19 23:11","market":"us","language":"zh","title":"预防算力危机！OpenAI计划投入1000亿美元租备用服务器","url":"https://stock-news.laohu8.com/highlight/detail?id=1185605690","media":"华尔街见闻","summary":"OpenAI因严重算力短缺，计划五年内投入高达1000亿美元用于租用备用服务器。她表示，OpenAI目前面临“严重的算力限制”。为了解决这一问题，公司高管向部分股东透露，未来五年内，OpenAI计划在租用云服务商的备用服务器上花费约1000亿美元。届时，OpenAI的营收将超过过去12个月中英伟达或Meta的收入水平。OpenAI高管预测，该公司在备用服务器上的年度支出将在2028年达到峰值，为400亿美元。","content":"<html><head></head><body><blockquote><p>OpenAI因严重算力短缺，计划五年内投入高达1000亿美元用于租用备用服务器。Altman和他的管理团队认为，将来可能出现的新爆款产品或AI技术突破，将带来难以预料的算力需求激增。分析认为，虽然此举有利于OpenAI在抢占市场上占据有利位置，但这一“囤积”策略也引发是否垄断GPU资源的担忧。</p></blockquote><p style=\"text-align: justify;\">媒体报道，今年3月，当OpenAI推出可将照片转为动画角色的ChatGPT新功能时，使用量激增，迫使该公司不得不暂时限制该功能的使用。</p><p style=\"text-align: justify;\">这并不是第一次发生类似情况。根据媒体，OpenAI首席财务官Sarah Friar上周在高盛的一次会议上向投资者透露，由于算力资源短缺，公司经常被迫推迟新功能或新模型的发布，或者有意让部分产品运行变慢。她表示，OpenAI目前面临“严重的算力限制”。</p><p style=\"text-align: justify;\">为了解决这一问题，<strong>公司高管向部分股东透露，未来五年内，OpenAI计划在租用云服务商的备用服务器上花费约1000亿美元。这是此前预计到2030年间为租用服务器所支出的3500亿美元之外的额外开支。</strong></p><p style=\"text-align: justify;\">分析认为，这个备用服务器计划反映了首席执行官Sam Altman的一个核心信念：<strong>谁掌握更多服务器，谁就在AI竞赛中拥有决定性优势。</strong>他曾告诉同事，未来OpenAI所需的算力甚至可能超过整个美国电网的供电能力。</p><p style=\"text-align: justify;\">据多位与OpenAI高管交流过的人士对媒体透露，Altman和他的管理团队认为，<strong>未来可能出现的新爆款产品或AI技术突破，将带来难以预料的算力需求激增。</strong></p><h2 id=\"id_767373558\">算力支出大增为抢占市场</h2><p style=\"text-align: justify;\">媒体分析称，从Altman和Friar的公开言论来看，OpenAI已经将手中所有大型英伟达GPU集群用得满满当当。<strong>如果未来再出现一个热门功能，导致算力资源吃紧，或者因为缺乏足够服务器而无法训练有潜力的新模型，OpenAI可能会因此失去用户或业务，转而被谷歌或Meta等在算力上不那么受限的竞争对手抢占市场。</strong></p><p style=\"text-align: justify;\">根据公司的内部预测，算上备用服务器，OpenAI未来五年平均每年将在租用服务器上花费约850亿美元。作为对比，去年亚马逊AWS、微软、谷歌云和甲骨文这四大云服务商的客户加起来在服务器租赁上总共花费了大约2000亿美元。</p><p style=\"text-align: justify;\">此外，OpenAI的备用服务器支出（1000亿美元）也是其长期现金流预测达1150亿美元（截至2029年）的一个重要原因。根据媒体此前的报道，公司可能需要筹集相应规模的资金。而按照目前的内部预估，公司将于2030年开始实现现金流转正。</p><p style=\"text-align: justify;\">尽管这笔备用服务器的支出不小，但OpenAI高管表示，这些服务器“具有变现潜力”。一位与公司高层有过交流的人士对媒体透露，这些备用算力要么可以推动技术突破、要么可以应对产品使用激增，因此有助于带来额外收入，而这部分收入目前还未被纳入公司财务预测。</p><p style=\"text-align: justify;\">根据OpenAI的预测，公司营收将在2030年增长到大约2000亿美元，而今年的营收预计为130亿美元。这一增幅主要得益于ChatGPT的快速发展。届时，OpenAI的营收将超过过去12个月中英伟达或Meta的收入水平。</p><h2 id=\"id_1882334469\">会被指“囤积”GPU？</h2><p style=\"text-align: justify;\">媒体分析称，OpenAI也可能通过其他方式降低备用服务器的成本，或者将这些资源进行变现。例如，它可以将未使用的算力返还给微软、甲骨文等提供服务器的云服务商——前提是对方愿意接受。也可以尝试将这些服务器租给其他企业客户。但目前还不清楚有哪些公司愿意、也有能力承担如此高昂的费用，此外也不确定云服务商是否允许OpenAI转租其资源。</p><p style=\"text-align: justify;\"><strong>如果OpenAI既无法自己用完这些服务器，也找不到其他客户，就可能被外界批评为“囤积GPU”。而几乎承载了OpenAI所有算力的英伟达，显然不希望出现这种情况，因为这将限制其他公司的GPU获取，从而促使它们转而使用竞争对手的AI芯片。</strong></p><p style=\"text-align: justify;\">OpenAI高管预测，该公司在备用服务器上的年度支出将在2028年达到峰值，为400亿美元。目前尚不清楚为何此后支出会明显下降，但OpenAI已表示，未来将自行开发数据中心和芯片，这可能有助于填补这一缺口。Friar在高盛会议上表示：</p><blockquote><p style=\"text-align: justify;\">“我们希望OpenAI成为一家真正的全栈公司。”</p></blockquote><p style=\"text-align: justify;\">媒体表示，硅谷的创始人和高管们对“爆款产品导致服务器不足”这一风险非常熟悉。比如20多年前迅速走红的社交网站Friendster就因频繁宕机而让出市场，最终被竞争对手超越。</p><p style=\"text-align: justify;\">过去一年里，OpenAI也多次出现服务中断，最长达数小时。但尽管如此，ChatGPT依然稳居聊天机器人市场领先地位。公司预计，到今年年底，ChatGPT的每周活跃用户将达到10亿人，而在7月，这一数字刚刚突破7亿。</p></body></html>","source":"lsy1700700604709","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>预防算力危机！OpenAI计划投入1000亿美元租备用服务器</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预防算力危机！OpenAI计划投入1000亿美元租备用服务器\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-19 23:11 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3755932><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>OpenAI因严重算力短缺，计划五年内投入高达1000亿美元用于租用备用服务器。Altman和他的管理团队认为，将来可能出现的新爆款产品或AI技术突破，将带来难以预料的算力需求激增。分析认为，虽然此举有利于OpenAI在抢占市场上占据有利位置，但这一“囤积”策略也引发是否垄断GPU资源的担忧。媒体报道，今年3月，当OpenAI推出可将照片转为动画角色的ChatGPT新功能时，使用量激增，迫使该公司...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3755932\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/db2623a0358500fd874194b4f9aef16b","relate_stocks":{},"source_url":"https://wallstreetcn.com/articles/3755932","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1185605690","content_text":"OpenAI因严重算力短缺，计划五年内投入高达1000亿美元用于租用备用服务器。Altman和他的管理团队认为，将来可能出现的新爆款产品或AI技术突破，将带来难以预料的算力需求激增。分析认为，虽然此举有利于OpenAI在抢占市场上占据有利位置，但这一“囤积”策略也引发是否垄断GPU资源的担忧。媒体报道，今年3月，当OpenAI推出可将照片转为动画角色的ChatGPT新功能时，使用量激增，迫使该公司不得不暂时限制该功能的使用。这并不是第一次发生类似情况。根据媒体，OpenAI首席财务官Sarah Friar上周在高盛的一次会议上向投资者透露，由于算力资源短缺，公司经常被迫推迟新功能或新模型的发布，或者有意让部分产品运行变慢。她表示，OpenAI目前面临“严重的算力限制”。为了解决这一问题，公司高管向部分股东透露，未来五年内，OpenAI计划在租用云服务商的备用服务器上花费约1000亿美元。这是此前预计到2030年间为租用服务器所支出的3500亿美元之外的额外开支。分析认为，这个备用服务器计划反映了首席执行官Sam Altman的一个核心信念：谁掌握更多服务器，谁就在AI竞赛中拥有决定性优势。他曾告诉同事，未来OpenAI所需的算力甚至可能超过整个美国电网的供电能力。据多位与OpenAI高管交流过的人士对媒体透露，Altman和他的管理团队认为，未来可能出现的新爆款产品或AI技术突破，将带来难以预料的算力需求激增。算力支出大增为抢占市场媒体分析称，从Altman和Friar的公开言论来看，OpenAI已经将手中所有大型英伟达GPU集群用得满满当当。如果未来再出现一个热门功能，导致算力资源吃紧，或者因为缺乏足够服务器而无法训练有潜力的新模型，OpenAI可能会因此失去用户或业务，转而被谷歌或Meta等在算力上不那么受限的竞争对手抢占市场。根据公司的内部预测，算上备用服务器，OpenAI未来五年平均每年将在租用服务器上花费约850亿美元。作为对比，去年亚马逊AWS、微软、谷歌云和甲骨文这四大云服务商的客户加起来在服务器租赁上总共花费了大约2000亿美元。此外，OpenAI的备用服务器支出（1000亿美元）也是其长期现金流预测达1150亿美元（截至2029年）的一个重要原因。根据媒体此前的报道，公司可能需要筹集相应规模的资金。而按照目前的内部预估，公司将于2030年开始实现现金流转正。尽管这笔备用服务器的支出不小，但OpenAI高管表示，这些服务器“具有变现潜力”。一位与公司高层有过交流的人士对媒体透露，这些备用算力要么可以推动技术突破、要么可以应对产品使用激增，因此有助于带来额外收入，而这部分收入目前还未被纳入公司财务预测。根据OpenAI的预测，公司营收将在2030年增长到大约2000亿美元，而今年的营收预计为130亿美元。这一增幅主要得益于ChatGPT的快速发展。届时，OpenAI的营收将超过过去12个月中英伟达或Meta的收入水平。会被指“囤积”GPU？媒体分析称，OpenAI也可能通过其他方式降低备用服务器的成本，或者将这些资源进行变现。例如，它可以将未使用的算力返还给微软、甲骨文等提供服务器的云服务商——前提是对方愿意接受。也可以尝试将这些服务器租给其他企业客户。但目前还不清楚有哪些公司愿意、也有能力承担如此高昂的费用，此外也不确定云服务商是否允许OpenAI转租其资源。如果OpenAI既无法自己用完这些服务器，也找不到其他客户，就可能被外界批评为“囤积GPU”。而几乎承载了OpenAI所有算力的英伟达，显然不希望出现这种情况，因为这将限制其他公司的GPU获取，从而促使它们转而使用竞争对手的AI芯片。OpenAI高管预测，该公司在备用服务器上的年度支出将在2028年达到峰值，为400亿美元。目前尚不清楚为何此后支出会明显下降，但OpenAI已表示，未来将自行开发数据中心和芯片，这可能有助于填补这一缺口。Friar在高盛会议上表示：“我们希望OpenAI成为一家真正的全栈公司。”媒体表示，硅谷的创始人和高管们对“爆款产品导致服务器不足”这一风险非常熟悉。比如20多年前迅速走红的社交网站Friendster就因频繁宕机而让出市场，最终被竞争对手超越。过去一年里，OpenAI也多次出现服务中断，最长达数小时。但尽管如此，ChatGPT依然稳居聊天机器人市场领先地位。公司预计，到今年年底，ChatGPT的每周活跃用户将达到10亿人，而在7月，这一数字刚刚突破7亿。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":491,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476947851166360,"gmtCreate":1757464213663,"gmtModify":1757472835009,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 现在华尔街这么多资不抵债的公司都开始参与到AI的吹牛大赛来了吗？亩产十万斤在华尔街实现也不难啊","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$&nbsp;</a> 现在华尔街这么多资不抵债的公司都开始参与到AI的吹牛大赛来了吗？亩产十万斤在华尔街实现也不难啊","text":"$甲骨文(ORCL)$ 现在华尔街这么多资不抵债的公司都开始参与到AI的吹牛大赛来了吗？亩产十万斤在华尔街实现也不难啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/476947851166360","isVote":1,"tweetType":1,"viewCount":2335,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":444884737983216,"gmtCreate":1749635570132,"gmtModify":1749635571868,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"这么好赚，特斯拉这个车别卖了，自己赚不好吗？","listText":"这么好赚，特斯拉这个车别卖了，自己赚不好吗？","text":"这么好赚，特斯拉这个车别卖了，自己赚不好吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/444884737983216","repostId":"1104856607","repostType":4,"repost":{"id":"1104856607","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":1749628344,"share":"https://www.laohu8.com/m/news/1104856607?lang=&edition=full","pubTime":"2025-06-11 15:52","market":"us","language":"zh","title":"特斯拉Robotaxi终于来了，一文读懂：它如何运行？车主每年能赚3万美元？","url":"https://stock-news.laohu8.com/highlight/detail?id=1104856607","media":"老虎资讯综合","summary":"马斯克对自动驾驶业务仍充满信心。","content":"<html><head></head><body><p><strong>【摘要】</strong></p><ul style=\"\"><li><p>特斯拉计划于6月22日在奥斯汀推出“试点”自动驾驶出租车服务。</p></li><li><p>这并不意味着我们今年夏天就能在路上看到双门版Cybercab。</p></li><li><p>车主可以加入，有机会每年赚取约3万美元。</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/11e4abf2a24c68cd4b7f60398e3e7b78\" title=\"\" tg-width=\"792\" tg-height=\"594\"/></p><p>特斯拉的robotaxi“暂定”于 6 月 22 日在奥斯汀推出，目前部分车辆已在路上行驶。</p><p>“我们对安全问题非常担心，所以日期可能会有变”，特斯拉首席执行官埃隆·马斯克周二晚间在X上写道。“首辆从工厂下线到客户家的特斯拉自动驾驶汽车将于6月28日上市。”</p><p>在数次错过最后期限，且行业竞争日益激烈之时，robotaxi终于到来了。</p><p>通用汽车的Cruise最近退出了竞争，但Alphabet旗下的Waymo一直在不断提升其服务水平，据该公司称，目前每周在旧金山湾区、洛杉矶、凤凰城和奥斯汀提供25万次出行服务。</p><p>亚马逊旗下的Zoox也生产自主研发的自动驾驶出租车。还有其他专注于软件的公司，希望为整车制造商提供自动驾驶功能。</p><p>尽管竞争激烈，马斯克对特斯拉的自动驾驶业务仍充满信心。</p><p>6 月 10 日，马斯克转发了一段视频，视频中一辆无人驾驶特斯拉汽车在奥斯汀左转，车身侧面用 Cybertruck 字体写着“Robotaxi”。他称其设计“简洁美观”。</p><p>马斯克在另一条推文中表示：“这些都是未经改装的特斯拉汽车，直接从工厂驶出，这意味着每辆新出厂的特斯拉汽车都具备无人驾驶能力。”</p><p>在一季度财报电话会议上，马斯克将特斯拉的自动驾驶能力描述为“利用人工智能的通用解决方案”。</p><p>他曾大力宣传过这种方法，指的是特斯拉依靠摄像头，而不是由传感器组成的昂贵硬件堆栈，以及利用视觉输入来驾驶车辆的人工智能。这可能使特斯拉能够更快、更低成本地扩展自动驾驶能力，因为理论上，任何特斯拉车型都可以部署为自动驾驶出租车。</p><p>马斯克在电话会议上表示：“我预计明年下半年将有数百万辆特斯拉汽车实现自动驾驶——完全自动驾驶。”</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b394bf617e696c835784cb2409ed461d\" tg-width=\"756\" tg-height=\"441\"/></p><p>以下是目前我们对特斯拉Robotaxi服务的了解，以及一些悬而未决的问题：</p><p><strong>计划中的Robotaxi将会是什么样子？</strong></p><p>摩根士丹利分析师亚当·乔纳斯（Adam Jonas）最近访问了特斯拉位于帕洛阿尔托的办公室。他表示，Robotaxi将在公共道路上进行，并且“仅限受邀者”。</p><p>乔纳斯还写道，将会有“大量的远程操作员来确保安全水平”。</p><p>远程操作员指的是在自动驾驶汽车陷入困境时可以接管车辆部分控制权的远程工作人员。这种策略不同于Waymo和Zoox，后者也有远程工作人员，可以在驾驶员陷入困境时提供帮助。</p><p>此前报道称，曾讨论过在首发车型中使用远程操作员作为安全驾驶员。</p><p><strong>首发车型将配备多少辆自动驾驶出租车？</strong></p><p>一开始数量会很少。</p><p>马斯克在5月20日接受CNBC采访时表示，特斯拉将在第一周推出大约10辆自动驾驶出租车。马斯克在采访中表示，特斯拉“随后将增加到20辆、30辆、40辆”。</p><p>马斯克表示：“几个月内，这个数字可能会达到1000辆。”</p><p>特斯拉谨慎地将6月份的自动驾驶出租车服务称为“试点”项目，这暗示了初始推出的规模有限。</p><p>马斯克表示，奥斯汀试点后，计划将服务扩展到旧金山等其他城市，但尚未给出具体的扩展时间表。</p><p>“我们只是想先试水，确保一切顺利，然后再试几次，最后再试一次，”马斯克表示。“公众和车内乘客的安全是我们的首要任务。”</p><p>马斯克表示，到2026年底，美国将拥有超过100万辆自动驾驶特斯拉汽车。</p><p>“一旦我们在几个城市实现了自动驾驶，我们基本上就可以在该法律管辖范围内的所有城市实现自动驾驶，”他在第一季度财报电话会议上表示。</p><p><strong>哪些特斯拉车型将用于robotaxi？</strong></p><p>在奥斯汀亮相的首批robotaxi似乎是升级版的 Model Y，车身侧面印有自动驾驶出租车的标志。</p><p>“通过软件更新，它将实现自动驾驶，”马斯克在公司第一季度财报电话会议上表示。“需要明确的是，我们所说的 6 月份在奥斯汀实现自动驾驶的 Model Y 就是我们目前生产的 Model Y。没有任何变化。”</p><p>目前尚不清楚首批自动驾驶出租车将由特斯拉直接管理，还是由私人汽车组成，目前车主可以选择加入这项服务。</p><p>马斯克还澄清说，Cybercab 是一款独立的产品。2024 年 10 月，特斯拉推出了一款专门设计的双门无方向盘自动驾驶出租车。</p><p>“我们有一款名为 Cybercab 的产品，”他在第一季度财报电话会议上表示。“如果任何一款特斯拉车型——可能是 Model S、Model 3、Model X 或 Model Y 的自动驾驶车型——被定义为自动驾驶出租车或自动驾驶出租车，这非常令人困惑。”</p><p><strong>商业模式会是什么样的？</strong></p><p>马斯克将自动驾驶出租车的商业模式比作“Airbnb 和 Uber 的某种结合”。</p><p>马斯克在接受 CNBC 采访时表示，特斯拉拥有“数百万辆能够自动驾驶的汽车”，特斯拉车主将有机会“通过将自己的汽车加入自动驾驶车队来赚钱”。</p><p>“这既是特斯拉的自有车队，也允许其他特斯拉车主加入”，马斯克说道。</p><p>马斯克补充说，特斯拉车主将车辆加入自动驾驶车队的收益将高于租赁成本，预计每年可从这项服务中赚取约 3 万美元。</p><p>“就像 Airbnb 一样，你可以出租闲置的卧室或房屋（如果你不使用的话），并从中获利，”马斯克说道。“而这正是我们期望特斯拉客户能够做到的。”</p><p>特斯拉尚未发布其 FSD 无人驾驶软件的商业版本。该软件将用于自动驾驶出租车车队，并且不像其私家车那样需要驾驶员在驾驶。</p><p><strong>如何在六月预订特斯拉自动驾驶出租车？</strong></p><p>特斯拉去年曾预告过其叫车手机应用程序。</p><p>该应用程序的一段视频显示，用户通过点击一个写着“召唤”字样的黑白圆圈来请求这项服务。几秒钟后，应用程序会显示一张距离接送地点三分钟路程的车辆地图。该应用程序还允许用户在车辆到达之前调整空调设置。</p><p><strong>那么，我们什么时候才能拥有Cybercab呢？</strong></p><p>特斯拉的Cybercab于去年10月的“We, Robot”活动上亮相。它也是一辆自动驾驶出租车，但比服务发布日期略晚一些。</p><p>特斯拉汽车工程副总裁Lars Moravy在公司第一季度财报电话会议上表示，Cybercab的量产仍按计划在2026年进行。</p><p>Moravy表示，公司目前正处于车辆的“B 样验证”阶段，这意味着特斯拉正在制造原型车，但使用的材料将接近最终产品。</p><p>Moravy表示，在第二季度末实现量产之前，特斯拉将进行“大规模生产”，或者说是下一阶段的车辆制造。</p><p>特斯拉预计，通过采用公司所谓的“开箱即用”制造方法，能够快速大规模地生产 Cybercab。</p><p>传统汽车制造商在流水线上生产汽车。而特斯拉则押注于一种新方法，即同时组装汽车的不同部件，然后再进行组合。</p><p>“我们明年的生产计划仍然按计划进行，”莫拉维说。</p><p><em>来源：Business Insider</em></p><p><em>作者：Lloyd Lee，Ana Altchek，Katherine Li</em></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉Robotaxi终于来了，一文读懂：它如何运行？车主每年能赚3万美元？</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特斯拉Robotaxi终于来了，一文读懂：它如何运行？车主每年能赚3万美元？\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\">2025-06-11 15:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>【摘要】</strong></p><ul style=\"\"><li><p>特斯拉计划于6月22日在奥斯汀推出“试点”自动驾驶出租车服务。</p></li><li><p>这并不意味着我们今年夏天就能在路上看到双门版Cybercab。</p></li><li><p>车主可以加入，有机会每年赚取约3万美元。</p></li></ul><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/11e4abf2a24c68cd4b7f60398e3e7b78\" title=\"\" tg-width=\"792\" tg-height=\"594\"/></p><p>特斯拉的robotaxi“暂定”于 6 月 22 日在奥斯汀推出，目前部分车辆已在路上行驶。</p><p>“我们对安全问题非常担心，所以日期可能会有变”，特斯拉首席执行官埃隆·马斯克周二晚间在X上写道。“首辆从工厂下线到客户家的特斯拉自动驾驶汽车将于6月28日上市。”</p><p>在数次错过最后期限，且行业竞争日益激烈之时，robotaxi终于到来了。</p><p>通用汽车的Cruise最近退出了竞争，但Alphabet旗下的Waymo一直在不断提升其服务水平，据该公司称，目前每周在旧金山湾区、洛杉矶、凤凰城和奥斯汀提供25万次出行服务。</p><p>亚马逊旗下的Zoox也生产自主研发的自动驾驶出租车。还有其他专注于软件的公司，希望为整车制造商提供自动驾驶功能。</p><p>尽管竞争激烈，马斯克对特斯拉的自动驾驶业务仍充满信心。</p><p>6 月 10 日，马斯克转发了一段视频，视频中一辆无人驾驶特斯拉汽车在奥斯汀左转，车身侧面用 Cybertruck 字体写着“Robotaxi”。他称其设计“简洁美观”。</p><p>马斯克在另一条推文中表示：“这些都是未经改装的特斯拉汽车，直接从工厂驶出，这意味着每辆新出厂的特斯拉汽车都具备无人驾驶能力。”</p><p>在一季度财报电话会议上，马斯克将特斯拉的自动驾驶能力描述为“利用人工智能的通用解决方案”。</p><p>他曾大力宣传过这种方法，指的是特斯拉依靠摄像头，而不是由传感器组成的昂贵硬件堆栈，以及利用视觉输入来驾驶车辆的人工智能。这可能使特斯拉能够更快、更低成本地扩展自动驾驶能力，因为理论上，任何特斯拉车型都可以部署为自动驾驶出租车。</p><p>马斯克在电话会议上表示：“我预计明年下半年将有数百万辆特斯拉汽车实现自动驾驶——完全自动驾驶。”</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b394bf617e696c835784cb2409ed461d\" tg-width=\"756\" tg-height=\"441\"/></p><p>以下是目前我们对特斯拉Robotaxi服务的了解，以及一些悬而未决的问题：</p><p><strong>计划中的Robotaxi将会是什么样子？</strong></p><p>摩根士丹利分析师亚当·乔纳斯（Adam Jonas）最近访问了特斯拉位于帕洛阿尔托的办公室。他表示，Robotaxi将在公共道路上进行，并且“仅限受邀者”。</p><p>乔纳斯还写道，将会有“大量的远程操作员来确保安全水平”。</p><p>远程操作员指的是在自动驾驶汽车陷入困境时可以接管车辆部分控制权的远程工作人员。这种策略不同于Waymo和Zoox，后者也有远程工作人员，可以在驾驶员陷入困境时提供帮助。</p><p>此前报道称，曾讨论过在首发车型中使用远程操作员作为安全驾驶员。</p><p><strong>首发车型将配备多少辆自动驾驶出租车？</strong></p><p>一开始数量会很少。</p><p>马斯克在5月20日接受CNBC采访时表示，特斯拉将在第一周推出大约10辆自动驾驶出租车。马斯克在采访中表示，特斯拉“随后将增加到20辆、30辆、40辆”。</p><p>马斯克表示：“几个月内，这个数字可能会达到1000辆。”</p><p>特斯拉谨慎地将6月份的自动驾驶出租车服务称为“试点”项目，这暗示了初始推出的规模有限。</p><p>马斯克表示，奥斯汀试点后，计划将服务扩展到旧金山等其他城市，但尚未给出具体的扩展时间表。</p><p>“我们只是想先试水，确保一切顺利，然后再试几次，最后再试一次，”马斯克表示。“公众和车内乘客的安全是我们的首要任务。”</p><p>马斯克表示，到2026年底，美国将拥有超过100万辆自动驾驶特斯拉汽车。</p><p>“一旦我们在几个城市实现了自动驾驶，我们基本上就可以在该法律管辖范围内的所有城市实现自动驾驶，”他在第一季度财报电话会议上表示。</p><p><strong>哪些特斯拉车型将用于robotaxi？</strong></p><p>在奥斯汀亮相的首批robotaxi似乎是升级版的 Model Y，车身侧面印有自动驾驶出租车的标志。</p><p>“通过软件更新，它将实现自动驾驶，”马斯克在公司第一季度财报电话会议上表示。“需要明确的是，我们所说的 6 月份在奥斯汀实现自动驾驶的 Model Y 就是我们目前生产的 Model Y。没有任何变化。”</p><p>目前尚不清楚首批自动驾驶出租车将由特斯拉直接管理，还是由私人汽车组成，目前车主可以选择加入这项服务。</p><p>马斯克还澄清说，Cybercab 是一款独立的产品。2024 年 10 月，特斯拉推出了一款专门设计的双门无方向盘自动驾驶出租车。</p><p>“我们有一款名为 Cybercab 的产品，”他在第一季度财报电话会议上表示。“如果任何一款特斯拉车型——可能是 Model S、Model 3、Model X 或 Model Y 的自动驾驶车型——被定义为自动驾驶出租车或自动驾驶出租车，这非常令人困惑。”</p><p><strong>商业模式会是什么样的？</strong></p><p>马斯克将自动驾驶出租车的商业模式比作“Airbnb 和 Uber 的某种结合”。</p><p>马斯克在接受 CNBC 采访时表示，特斯拉拥有“数百万辆能够自动驾驶的汽车”，特斯拉车主将有机会“通过将自己的汽车加入自动驾驶车队来赚钱”。</p><p>“这既是特斯拉的自有车队，也允许其他特斯拉车主加入”，马斯克说道。</p><p>马斯克补充说，特斯拉车主将车辆加入自动驾驶车队的收益将高于租赁成本，预计每年可从这项服务中赚取约 3 万美元。</p><p>“就像 Airbnb 一样，你可以出租闲置的卧室或房屋（如果你不使用的话），并从中获利，”马斯克说道。“而这正是我们期望特斯拉客户能够做到的。”</p><p>特斯拉尚未发布其 FSD 无人驾驶软件的商业版本。该软件将用于自动驾驶出租车车队，并且不像其私家车那样需要驾驶员在驾驶。</p><p><strong>如何在六月预订特斯拉自动驾驶出租车？</strong></p><p>特斯拉去年曾预告过其叫车手机应用程序。</p><p>该应用程序的一段视频显示，用户通过点击一个写着“召唤”字样的黑白圆圈来请求这项服务。几秒钟后，应用程序会显示一张距离接送地点三分钟路程的车辆地图。该应用程序还允许用户在车辆到达之前调整空调设置。</p><p><strong>那么，我们什么时候才能拥有Cybercab呢？</strong></p><p>特斯拉的Cybercab于去年10月的“We, Robot”活动上亮相。它也是一辆自动驾驶出租车，但比服务发布日期略晚一些。</p><p>特斯拉汽车工程副总裁Lars Moravy在公司第一季度财报电话会议上表示，Cybercab的量产仍按计划在2026年进行。</p><p>Moravy表示，公司目前正处于车辆的“B 样验证”阶段，这意味着特斯拉正在制造原型车，但使用的材料将接近最终产品。</p><p>Moravy表示，在第二季度末实现量产之前，特斯拉将进行“大规模生产”，或者说是下一阶段的车辆制造。</p><p>特斯拉预计，通过采用公司所谓的“开箱即用”制造方法，能够快速大规模地生产 Cybercab。</p><p>传统汽车制造商在流水线上生产汽车。而特斯拉则押注于一种新方法，即同时组装汽车的不同部件，然后再进行组合。</p><p>“我们明年的生产计划仍然按计划进行，”莫拉维说。</p><p><em>来源：Business Insider</em></p><p><em>作者：Lloyd Lee，Ana Altchek，Katherine Li</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a5c8d12c3cb4d149db3dc30d6058e66a","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104856607","content_text":"【摘要】特斯拉计划于6月22日在奥斯汀推出“试点”自动驾驶出租车服务。这并不意味着我们今年夏天就能在路上看到双门版Cybercab。车主可以加入，有机会每年赚取约3万美元。特斯拉的robotaxi“暂定”于 6 月 22 日在奥斯汀推出，目前部分车辆已在路上行驶。“我们对安全问题非常担心，所以日期可能会有变”，特斯拉首席执行官埃隆·马斯克周二晚间在X上写道。“首辆从工厂下线到客户家的特斯拉自动驾驶汽车将于6月28日上市。”在数次错过最后期限，且行业竞争日益激烈之时，robotaxi终于到来了。通用汽车的Cruise最近退出了竞争，但Alphabet旗下的Waymo一直在不断提升其服务水平，据该公司称，目前每周在旧金山湾区、洛杉矶、凤凰城和奥斯汀提供25万次出行服务。亚马逊旗下的Zoox也生产自主研发的自动驾驶出租车。还有其他专注于软件的公司，希望为整车制造商提供自动驾驶功能。尽管竞争激烈，马斯克对特斯拉的自动驾驶业务仍充满信心。6 月 10 日，马斯克转发了一段视频，视频中一辆无人驾驶特斯拉汽车在奥斯汀左转，车身侧面用 Cybertruck 字体写着“Robotaxi”。他称其设计“简洁美观”。马斯克在另一条推文中表示：“这些都是未经改装的特斯拉汽车，直接从工厂驶出，这意味着每辆新出厂的特斯拉汽车都具备无人驾驶能力。”在一季度财报电话会议上，马斯克将特斯拉的自动驾驶能力描述为“利用人工智能的通用解决方案”。他曾大力宣传过这种方法，指的是特斯拉依靠摄像头，而不是由传感器组成的昂贵硬件堆栈，以及利用视觉输入来驾驶车辆的人工智能。这可能使特斯拉能够更快、更低成本地扩展自动驾驶能力，因为理论上，任何特斯拉车型都可以部署为自动驾驶出租车。马斯克在电话会议上表示：“我预计明年下半年将有数百万辆特斯拉汽车实现自动驾驶——完全自动驾驶。”以下是目前我们对特斯拉Robotaxi服务的了解，以及一些悬而未决的问题：计划中的Robotaxi将会是什么样子？摩根士丹利分析师亚当·乔纳斯（Adam Jonas）最近访问了特斯拉位于帕洛阿尔托的办公室。他表示，Robotaxi将在公共道路上进行，并且“仅限受邀者”。乔纳斯还写道，将会有“大量的远程操作员来确保安全水平”。远程操作员指的是在自动驾驶汽车陷入困境时可以接管车辆部分控制权的远程工作人员。这种策略不同于Waymo和Zoox，后者也有远程工作人员，可以在驾驶员陷入困境时提供帮助。此前报道称，曾讨论过在首发车型中使用远程操作员作为安全驾驶员。首发车型将配备多少辆自动驾驶出租车？一开始数量会很少。马斯克在5月20日接受CNBC采访时表示，特斯拉将在第一周推出大约10辆自动驾驶出租车。马斯克在采访中表示，特斯拉“随后将增加到20辆、30辆、40辆”。马斯克表示：“几个月内，这个数字可能会达到1000辆。”特斯拉谨慎地将6月份的自动驾驶出租车服务称为“试点”项目，这暗示了初始推出的规模有限。马斯克表示，奥斯汀试点后，计划将服务扩展到旧金山等其他城市，但尚未给出具体的扩展时间表。“我们只是想先试水，确保一切顺利，然后再试几次，最后再试一次，”马斯克表示。“公众和车内乘客的安全是我们的首要任务。”马斯克表示，到2026年底，美国将拥有超过100万辆自动驾驶特斯拉汽车。“一旦我们在几个城市实现了自动驾驶，我们基本上就可以在该法律管辖范围内的所有城市实现自动驾驶，”他在第一季度财报电话会议上表示。哪些特斯拉车型将用于robotaxi？在奥斯汀亮相的首批robotaxi似乎是升级版的 Model Y，车身侧面印有自动驾驶出租车的标志。“通过软件更新，它将实现自动驾驶，”马斯克在公司第一季度财报电话会议上表示。“需要明确的是，我们所说的 6 月份在奥斯汀实现自动驾驶的 Model Y 就是我们目前生产的 Model Y。没有任何变化。”目前尚不清楚首批自动驾驶出租车将由特斯拉直接管理，还是由私人汽车组成，目前车主可以选择加入这项服务。马斯克还澄清说，Cybercab 是一款独立的产品。2024 年 10 月，特斯拉推出了一款专门设计的双门无方向盘自动驾驶出租车。“我们有一款名为 Cybercab 的产品，”他在第一季度财报电话会议上表示。“如果任何一款特斯拉车型——可能是 Model S、Model 3、Model X 或 Model Y 的自动驾驶车型——被定义为自动驾驶出租车或自动驾驶出租车，这非常令人困惑。”商业模式会是什么样的？马斯克将自动驾驶出租车的商业模式比作“Airbnb 和 Uber 的某种结合”。马斯克在接受 CNBC 采访时表示，特斯拉拥有“数百万辆能够自动驾驶的汽车”，特斯拉车主将有机会“通过将自己的汽车加入自动驾驶车队来赚钱”。“这既是特斯拉的自有车队，也允许其他特斯拉车主加入”，马斯克说道。马斯克补充说，特斯拉车主将车辆加入自动驾驶车队的收益将高于租赁成本，预计每年可从这项服务中赚取约 3 万美元。“就像 Airbnb 一样，你可以出租闲置的卧室或房屋（如果你不使用的话），并从中获利，”马斯克说道。“而这正是我们期望特斯拉客户能够做到的。”特斯拉尚未发布其 FSD 无人驾驶软件的商业版本。该软件将用于自动驾驶出租车车队，并且不像其私家车那样需要驾驶员在驾驶。如何在六月预订特斯拉自动驾驶出租车？特斯拉去年曾预告过其叫车手机应用程序。该应用程序的一段视频显示，用户通过点击一个写着“召唤”字样的黑白圆圈来请求这项服务。几秒钟后，应用程序会显示一张距离接送地点三分钟路程的车辆地图。该应用程序还允许用户在车辆到达之前调整空调设置。那么，我们什么时候才能拥有Cybercab呢？特斯拉的Cybercab于去年10月的“We, Robot”活动上亮相。它也是一辆自动驾驶出租车，但比服务发布日期略晚一些。特斯拉汽车工程副总裁Lars Moravy在公司第一季度财报电话会议上表示，Cybercab的量产仍按计划在2026年进行。Moravy表示，公司目前正处于车辆的“B 样验证”阶段，这意味着特斯拉正在制造原型车，但使用的材料将接近最终产品。Moravy表示，在第二季度末实现量产之前，特斯拉将进行“大规模生产”，或者说是下一阶段的车辆制造。特斯拉预计，通过采用公司所谓的“开箱即用”制造方法，能够快速大规模地生产 Cybercab。传统汽车制造商在流水线上生产汽车。而特斯拉则押注于一种新方法，即同时组装汽车的不同部件，然后再进行组合。“我们明年的生产计划仍然按计划进行，”莫拉维说。来源：Business Insider作者：Lloyd Lee，Ana Altchek，Katherine 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马斯克这一手苦肉计演的逼真，毕竟中国的生意还得做，如果还在川普阵营，来中国的话，中美关系协调人非马斯克莫属。一旦与川普表面关系搞僵，来中国就没有政治身份，在商言商，算盘打的叫一个精明。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/443173003526280","isVote":1,"tweetType":1,"viewCount":3627,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":437683208679576,"gmtCreate":1747886927455,"gmtModify":1747886929531,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"Xai现在融资困难，养不活自己，只能忍痛低价卖给特斯拉的股东们了。美名其曰合并。","listText":"Xai现在融资困难，养不活自己，只能忍痛低价卖给特斯拉的股东们了。美名其曰合并。","text":"Xai现在融资困难，养不活自己，只能忍痛低价卖给特斯拉的股东们了。美名其曰合并。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/437683208679576","repostId":"2537638950","repostType":2,"repost":{"id":"2537638950","kind":"news","pubTimestamp":1747869992,"share":"https://www.laohu8.com/m/news/2537638950?lang=&edition=full","pubTime":"2025-05-22 07:26","market":"us","language":"zh","title":"马斯克持续采购英伟达、AMD芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=2537638950","media":"爱集微","summary":"全球首富马斯克表示，他麾下的电动车事业特斯拉和人工智能新创公司xAI，将继续采购英伟达和AMD等业者的芯片，也计划在孟菲斯地区之外盖一座安装有100万组绘图处理器的厂房。他也认为，AI明年中可能遭遇供电问题。但他未详细说明xAI已经订购了多少芯片。","content":"<html><body><article><p>全球首富马斯克表示，他麾下的电动车事业<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>（Tesla）和人工智能（AI）新创公司xAI，将继续采购<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>（Nvidia）和AMD（AMD）等业者的芯片，也计划在孟菲斯地区之外盖一座安装有100万组绘图处理器（GPU）的厂房。他也认为，AI明年中可能遭遇供电问题。</p><p>马斯克在20日接受美国媒体CNBC专访时表示，xAI已在田纳西州孟菲斯的Colossus工厂安装了20万组GPU，而且计划在孟菲斯地区之外，盖一座安装有100万颗GPU的厂房。但他未详细说明xAI已经订购了多少芯片。</p><p>马斯克说：“几年前，我就非常明确地预测，AI面临的限制因素将是芯片。”不过，他现在预测这个限制因素很快就会改为“电力设备”，AI公司最快在2026年中期就会面临“重大的发电量短缺”。他认为，AI在规模提高时面临三大主要限制：芯片、变压器及发电量，“我们解决了变压器短缺，将会有重大的发电量短缺，“我猜人们明年中或明年底之前，就会开始碰到发电量的挑战”。</p><p>马斯克去年请英伟达把一批GPU的大订单先<span>出货</span>给xAI，让xAI比特斯拉更早拿到芯片，他20日受访时不排除让特斯拉和xAI合并，“我猜任何事都有可能”，但他还没打算这么，而且显然需要特斯拉股东同意。</p><p>马斯克表示，特斯拉位于纽约州水牛城的Dojo超级电脑已经用于训练自家的Autopilot自动辅助驾驶以及Optimus机器人系统。</p><p>马斯克20日稍早以远距方式出席在多哈举行的卡达经济论坛，他说未来五年他将继续担任特斯拉执行长，这消息缓解一些投资人对马斯克无法专注经营特斯拉的疑虑。他说，未来他将大幅减少政治支出。彭博资讯分析，这一表态可能对川普及共和党2026年中期选举构成打击。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马斯克持续采购英伟达、AMD芯片</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{ 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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马斯克持续采购英伟达、AMD芯片\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-05-22 07:26 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025052207293497613ae6&s=b><strong>爱集微</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球首富马斯克表示，他麾下的电动车事业特斯拉（Tesla）和人工智能（AI）新创公司xAI，将继续采购英伟达（Nvidia）和AMD（AMD）等业者的芯片，也计划在孟菲斯地区之外盖一座安装有100万组绘图处理器（GPU）的厂房。他也认为，AI明年中可能遭遇供电问题。马斯克在20日接受美国媒体CNBC专访时表示，xAI已在田纳西州孟菲斯的Colossus工厂安装了20万组GPU，而且计划在孟菲斯地区...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025052207293497613ae6&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","TSLA":"特斯拉","SG9999001424.SGD":"United E-Commerce Fund SGD","NVDS.UK":"LS -1X NVIDIA","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","TSYW.SI":"TESLA 3xLongSG261006","NVD3.UK":"LS 3X 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这是杀期权吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/433226976047200","isVote":1,"tweetType":1,"viewCount":1381,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432378367467584,"gmtCreate":1746573784535,"gmtModify":1746573786590,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"虽然我吹的牛无法兑现，但那是有原因的，即便这样你们不得不服，我还是超出你们的预期了","listText":"虽然我吹的牛无法兑现，但那是有原因的，即便这样你们不得不服，我还是超出你们的预期了","text":"虽然我吹的牛无法兑现，但那是有原因的，即便这样你们不得不服，我还是超出你们的预期了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432378367467584","repostId":"1127549501","repostType":2,"repost":{"id":"1127549501","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":1746569526,"share":"https://www.laohu8.com/m/news/1127549501?lang=&edition=full","pubTime":"2025-05-07 06:12","market":"us","language":"zh","title":"超微电脑再次下调全年营收预期，承认会遭受特朗普关税冲击","url":"https://stock-news.laohu8.com/highlight/detail?id=1127549501","media":"老虎资讯综合","summary":"5月7日，$超微电脑$再次下调本财年业绩预期，其股价在周二盘后交易中下跌逾7%。上周，超微电脑警告称，“一些客户平台决策延迟”，导致销售额从3月份结束的第三财季推迟到6月份结束的第四财季。但超微电脑对第四财季的预期并不理想，该公司预计营收为56亿美元至64亿美元，调整后每股收益为40美分至50美分。","content":"<html><head></head><body><p>5月7日，<a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>再次下调本财年业绩预期，其股价在周二盘后交易中下跌逾7%。该公司目前预计，财年营收将达到218亿美元至226亿美元，此前的预期是235亿美元至250亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9064adf2f8152e78638fa05a10e48dac\" tg-width=\"867\" tg-height=\"832\"/></p><p>上周，超微电脑警告称，“一些客户平台决策延迟”，导致销售额从3月份结束的第三财季推迟到6月份结束的第四财季。</p><p>但超微电脑对第四财季的预期并不理想，该公司预计营收为56亿美元至64亿美元，调整后每股收益为40美分至50美分。而分析师此前预期的分别为66.5亿美元和66美分。</p><p>超微首席执行官梁见后 (Charles Liang) 在周二的财报发布会上详细分享了有关客户决策延迟的情况。</p><p>他在一份声明中表示：“我们确实预计其中许多承诺将在6月和9月季度兑现，这增强了我对我们实现长期目标的能力的信心。”同时承认，“经济不确定性和关税影响可能会产生短期影响。”</p><p>梁见后认为，从长远来看，超微可以“利用不断增长的市场机会”。</p><p>超微在上周的初步财报中承认，其第三财季业绩将无法达到此前的预期，即营收50亿至60亿美元，调整后每股收益46美分至62美分。周二发布的财报显示，超微当季营收为46亿美元，调整后每股收益为31美分，收入较上年同期增长了19%，而调整后的每股收益较上年同期的66美分下降了一半以上。</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>超微电脑再次下调全年营收预期，承认会遭受特朗普关税冲击</title>\n<style 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}\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超微电脑再次下调全年营收预期，承认会遭受特朗普关税冲击\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\">2025-05-07 06:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>5月7日，<a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>再次下调本财年业绩预期，其股价在周二盘后交易中下跌逾7%。该公司目前预计，财年营收将达到218亿美元至226亿美元，此前的预期是235亿美元至250亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9064adf2f8152e78638fa05a10e48dac\" tg-width=\"867\" tg-height=\"832\"/></p><p>上周，超微电脑警告称，“一些客户平台决策延迟”，导致销售额从3月份结束的第三财季推迟到6月份结束的第四财季。</p><p>但超微电脑对第四财季的预期并不理想，该公司预计营收为56亿美元至64亿美元，调整后每股收益为40美分至50美分。而分析师此前预期的分别为66.5亿美元和66美分。</p><p>超微首席执行官梁见后 (Charles Liang) 在周二的财报发布会上详细分享了有关客户决策延迟的情况。</p><p>他在一份声明中表示：“我们确实预计其中许多承诺将在6月和9月季度兑现，这增强了我对我们实现长期目标的能力的信心。”同时承认，“经济不确定性和关税影响可能会产生短期影响。”</p><p>梁见后认为，从长远来看，超微可以“利用不断增长的市场机会”。</p><p>超微在上周的初步财报中承认，其第三财季业绩将无法达到此前的预期，即营收50亿至60亿美元，调整后每股收益46美分至62美分。周二发布的财报显示，超微当季营收为46亿美元，调整后每股收益为31美分，收入较上年同期增长了19%，而调整后的每股收益较上年同期的66美分下降了一半以上。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c7da52addfd52fb216bcf87283f43750","relate_stocks":{"LU1861215975.USD":"贝莱德新一代科技基金 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在周二的财报发布会上详细分享了有关客户决策延迟的情况。他在一份声明中表示：“我们确实预计其中许多承诺将在6月和9月季度兑现，这增强了我对我们实现长期目标的能力的信心。”同时承认，“经济不确定性和关税影响可能会产生短期影响。”梁见后认为，从长远来看，超微可以“利用不断增长的市场机会”。超微在上周的初步财报中承认，其第三财季业绩将无法达到此前的预期，即营收50亿至60亿美元，调整后每股收益46美分至62美分。周二发布的财报显示，超微当季营收为46亿美元，调整后每股收益为31美分，收入较上年同期增长了19%，而调整后的每股收益较上年同期的66美分下降了一半以上。","news_type":1,"symbols_score_info":{"SMCI":1}},"isVote":1,"tweetType":1,"viewCount":1388,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":430265667240312,"gmtCreate":1746067150669,"gmtModify":1746067152234,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a> 这财报跟谷歌一个套路，都是营收、利润超预期，盘后大涨，过两天原形毕露。看今天苹果和亚马逊什么情况，这个数字是不是也可以寅吃卯粮，提前计算收入，增加利润？","listText":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$&nbsp;</a> 这财报跟谷歌一个套路，都是营收、利润超预期，盘后大涨，过两天原形毕露。看今天苹果和亚马逊什么情况，这个数字是不是也可以寅吃卯粮，提前计算收入，增加利润？","text":"$微软(MSFT)$ 这财报跟谷歌一个套路，都是营收、利润超预期，盘后大涨，过两天原形毕露。看今天苹果和亚马逊什么情况，这个数字是不是也可以寅吃卯粮，提前计算收入，增加利润？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/430265667240312","isVote":1,"tweetType":1,"viewCount":3515,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"content":"第三财季绝大部分超额收入来自非人工智能业务","text":"第三财季绝大部分超额收入来自非人工智能业务","html":"第三财季绝大部分超额收入来自非人工智能业务"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":428185928331376,"gmtCreate":1745557973799,"gmtModify":1745557975667,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"不敢直面问题，现在第二季度已经过去两个月了，有没有影响一目了然。高管却含糊其辞言语闪烁说有轻微阻力，实际可能是影响很大。看看后续股价情况就可以看出端倪。","listText":"不敢直面问题，现在第二季度已经过去两个月了，有没有影响一目了然。高管却含糊其辞言语闪烁说有轻微阻力，实际可能是影响很大。看看后续股价情况就可以看出端倪。","text":"不敢直面问题，现在第二季度已经过去两个月了，有没有影响一目了然。高管却含糊其辞言语闪烁说有轻微阻力，实际可能是影响很大。看看后续股价情况就可以看出端倪。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/428185928331376","repostId":"2530947043","repostType":2,"repost":{"id":"2530947043","kind":"highlight","pubTimestamp":1745554738,"share":"https://www.laohu8.com/m/news/2530947043?lang=&edition=full","pubTime":"2025-04-25 12:18","market":"hk","language":"zh","title":"特朗普关税阴云笼罩 Alphabet(GOOGL.US)高管承认广告业务面临“轻微阻力”","url":"https://stock-news.laohu8.com/highlight/detail?id=2530947043","media":"智通财经网","summary":"谷歌母公司Alphabet(GOOGL.US)高管周四表示，美国总统唐纳德·特朗普的贸易政策将对该公司的核心广告业务产生负面影响。","content":"<html><body><div> <p>智通财经APP获悉，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司Alphabet(GOOGL.US)高管周四表示，美国总统唐纳德·特朗普的贸易政策将对该公司的核心广告业务产生负面影响。</p><p>Alphabet第一季度营收好于预期，但由于特朗普的关税可能影响经济和企业支出，该公司的在线广告业务面临阻力。尽管 Alphabet  周四的投资者电话会议上从未提及“关税”一词，但投资者不断向公司高管询问新贸易政策对未来经济的影响，“宏观”一词在会议中多次被提及。</p><p>在特朗普4月2日宣布对数十个国家的进口商品征收关税后，一些策略师提高了经济衰退的可能性。4月9日，特朗普将许多国家的关税降至10%，为期三个月。</p><p>关税可能会影响Alphabet的数据中心等技术基础设施的成本。此外，由于预算受限，广告业务也可能出现缩减，从而对Alphabet造成影响。</p><p>Alphabet的高管们在周四的投资者电话会议上表示，现在判断该公司将受到多大影响还为时过早，但他们表示，该公司的广告业务可能会遇到阻力，尤其是来自亚太地区的广告业务。</p><p>以下是电话会议问答环节重点摘要:</p><p><strong><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>的Brian Nowak问道：“在垂直广告领域、地区或类别中，哪些因素可能显示出疲软迹象?”</strong></p><p>谷歌首席商务官Philipp  Schindler表示：“我们不想猜测潜在的影响，但需要指出的是，小额关税豁免政策的变化显然会在2025年给我们的广告业务带来轻微阻力，主要来自亚太地区的零售商。”</p><p>本月初，特朗普签署了一项行政命令，将从5月2日起对进入美国的价值低于800美元的货物征收相当于货物价值30%或每件25美元的关税。从6月1日起，关税将提高到每件50美元。</p><p>奥本海默公司估计，零售商是谷歌第一季度广告营收增长的最大贡献者之一，至少占其广告营收的21%。中国折扣电子商务应用Temu和Shein近年来一直是美国广告的主要客户，而Temu已经大幅削减了广告支出。</p><p>Schindler补充道：“我们显然无法免受宏观环境的影响。”</p><p><strong><a href=\"https://laohu8.com/S/BCS\">巴克莱银行</a>的Ross Sandler谈到在YouTube上做广告的品牌时问道：“他们是否开始对一些宏观经济波动做出反应?”</strong></p><p>Schindler表示：”现在还处于第二季度，无法对情况做出更具体的判断。”他还补充道，谷歌“在应对不确定时期方面拥有丰富的经验”。</p><p><strong><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>的Doug Anmuth问道：“如果宏观经济走弱，我们看到经济进一步放缓，你是否认为会找到更多机会来削减成本?”</strong></p><p>Alphabet首席财务官Anat  Ashkenazi表示，该公司仍考虑在2025年投入750亿美元的资本支出，但“由于交付时间和施工进度变化的影响，投资水平可能会因季度而波动。”</p><p>高管们在2月份表示，支出将用于技术基础设施，主要是服务器，其次是数据中心和网络。</p><p>Ashkenazi在周四的电话会议上表示，公司仍然专注于“提高整个组织的效率和生产力”，并提到了她在2024年的评论。她当时表示，在削减成本方面，公司“总是可以再进一步”，其中包括削减员工人数和房地产。</p><p>Alphabet首席执行官Sundar Pichai也提到，“效率”是保持公司精简以抵御潜在宏观风暴的一种手段。</p><p><strong><a href=\"https://laohu8.com/S/GS\">高盛</a>的Eric  Sheridan问道：“如果宏观经济环境发生变化，变得更加不稳定且呈下行趋势，投资者应该如何看待今年那些必须进行的、几乎是固定性质的投资，以及那些可能更具灵活性的投资?”</strong></p><p>Pichai回应称，公司计划继续整合团队并削减其他方面的成本，“这应该有助于我们建立一个更具弹性的组织，无论宏观经济状况如何。”</p> <div></div> </div></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特朗普关税阴云笼罩 Alphabet(GOOGL.US)高管承认广告业务面临“轻微阻力”</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特朗普关税阴云笼罩 Alphabet(GOOGL.US)高管承认广告业务面临“轻微阻力”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-25 12:18 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1284703.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，谷歌母公司Alphabet(GOOGL.US)高管周四表示，美国总统唐纳德·特朗普的贸易政策将对该公司的核心广告业务产生负面影响。Alphabet第一季度营收好于预期，但由于特朗普的关税可能影响经济和企业支出，该公司的在线广告业务面临阻力。尽管 Alphabet  周四的投资者电话会议上从未提及“关税”一词，但投资者不断向公司高管询问新贸易政策对未来经济的影响，“宏观”一词在...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1284703.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/image/20250425/20250425115429_42608.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","relate_stocks":{"GOOGL":"谷歌A","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","USJW.SI":"ALPHAB 3xLongSG261006","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","GOOG":"谷歌","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) 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周四的投资者电话会议上从未提及“关税”一词，但投资者不断向公司高管询问新贸易政策对未来经济的影响，“宏观”一词在会议中多次被提及。在特朗普4月2日宣布对数十个国家的进口商品征收关税后，一些策略师提高了经济衰退的可能性。4月9日，特朗普将许多国家的关税降至10%，为期三个月。关税可能会影响Alphabet的数据中心等技术基础设施的成本。此外，由于预算受限，广告业务也可能出现缩减，从而对Alphabet造成影响。Alphabet的高管们在周四的投资者电话会议上表示，现在判断该公司将受到多大影响还为时过早，但他们表示，该公司的广告业务可能会遇到阻力，尤其是来自亚太地区的广告业务。以下是电话会议问答环节重点摘要:摩根士丹利的Brian Nowak问道：“在垂直广告领域、地区或类别中，哪些因素可能显示出疲软迹象?”谷歌首席商务官Philipp  Schindler表示：“我们不想猜测潜在的影响，但需要指出的是，小额关税豁免政策的变化显然会在2025年给我们的广告业务带来轻微阻力，主要来自亚太地区的零售商。”本月初，特朗普签署了一项行政命令，将从5月2日起对进入美国的价值低于800美元的货物征收相当于货物价值30%或每件25美元的关税。从6月1日起，关税将提高到每件50美元。奥本海默公司估计，零售商是谷歌第一季度广告营收增长的最大贡献者之一，至少占其广告营收的21%。中国折扣电子商务应用Temu和Shein近年来一直是美国广告的主要客户，而Temu已经大幅削减了广告支出。Schindler补充道：“我们显然无法免受宏观环境的影响。”巴克莱银行的Ross Sandler谈到在YouTube上做广告的品牌时问道：“他们是否开始对一些宏观经济波动做出反应?”Schindler表示：”现在还处于第二季度，无法对情况做出更具体的判断。”他还补充道，谷歌“在应对不确定时期方面拥有丰富的经验”。摩根大通的Doug Anmuth问道：“如果宏观经济走弱，我们看到经济进一步放缓，你是否认为会找到更多机会来削减成本?”Alphabet首席财务官Anat  Ashkenazi表示，该公司仍考虑在2025年投入750亿美元的资本支出，但“由于交付时间和施工进度变化的影响，投资水平可能会因季度而波动。”高管们在2月份表示，支出将用于技术基础设施，主要是服务器，其次是数据中心和网络。Ashkenazi在周四的电话会议上表示，公司仍然专注于“提高整个组织的效率和生产力”，并提到了她在2024年的评论。她当时表示，在削减成本方面，公司“总是可以再进一步”，其中包括削减员工人数和房地产。Alphabet首席执行官Sundar Pichai也提到，“效率”是保持公司精简以抵御潜在宏观风暴的一种手段。高盛的Eric  Sheridan问道：“如果宏观经济环境发生变化，变得更加不稳定且呈下行趋势，投资者应该如何看待今年那些必须进行的、几乎是固定性质的投资，以及那些可能更具灵活性的投资?”Pichai回应称，公司计划继续整合团队并削减其他方面的成本，“这应该有助于我们建立一个更具弹性的组织，无论宏观经济状况如何。”","news_type":1,"symbols_score_info":{"GOOG":1,"GOOGL":1,"USJW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":1269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":427558935789712,"gmtCreate":1745407698619,"gmtModify":1745407699887,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 预感到今天特斯拉要先涨后跌","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 预感到今天特斯拉要先涨后跌","text":"$特斯拉(TSLA)$ 预感到今天特斯拉要先涨后跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/427558935789712","isVote":1,"tweetType":1,"viewCount":1465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":424741365334872,"gmtCreate":1744705838160,"gmtModify":1744705840139,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"星际之门计划之自产自销","listText":"星际之门计划之自产自销","text":"星际之门计划之自产自销","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/424741365334872","repostId":"2527143998","repostType":2,"repost":{"id":"2527143998","kind":"news","pubTimestamp":1744687980,"share":"https://www.laohu8.com/m/news/2527143998?lang=&edition=full","pubTime":"2025-04-15 11:33","market":"sh","language":"zh","title":"英伟达计划四年内构建5000亿美元的AI基础设施体系","url":"https://stock-news.laohu8.com/highlight/detail?id=2527143998","media":"腾讯自选股","summary":"上证报中国证券网讯（记者 李兴彩）英伟达4月14日公告称，公司正与制造合作伙伴共同设计并建造工厂，以争取在美国本土生产AI超级计算机。英伟达正在得克萨斯州的休斯顿和达拉斯，与富士康和纬创合作建设超级计算机制造工厂，预计两家工厂将在未来12至15个月内实现量产。英伟达计划在未来四年，通过与台积电、富士康、纬创、安靠、硅品的合作，在美国构建高达5000亿美元的AI基础设施体系。目前，英伟达的Blackwell芯片已在台积电位于美国亚利桑那州凤凰城的芯片工厂投入生产。英伟达正在与安靠和硅品合作，在亚利桑那州开展半导体封装和测试业务。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","content":"<html><body><div>\n<p cms-style=\"font-L\">上证报中国证券网讯（记者 李兴彩）<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>4月14日公告称，公司正与制造合作伙伴共同设计并建造工厂，以争取在美国本土生产AI超级计算机。英伟达正在得克萨斯州的休斯顿和达拉斯，与富士康和纬创合作建设超级计算机制造工厂，预计两家工厂将在未来12至15个月内实现量产。</p><p cms-style=\"font-L\">英伟达计划在未来四年，通过与<a href=\"https://laohu8.com/S/TSM\">台积电</a>、富士康、纬创、安靠、硅品的合作，在美国构建高达5000亿美元的AI基础设施体系。目前，英伟达的Blackwell芯片已在台积电位于美国亚利桑那州凤凰城的芯片工厂投入生产。英伟达正在与安靠和硅品合作，在亚利桑那州开展半导体封装和测试业务。</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"sina","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>英伟达计划四年内构建5000亿美元的AI基础设施体系</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{ 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class=\"title\">\n英伟达计划四年内构建5000亿美元的AI基础设施体系\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-15 11:33 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/relnews/us/2025-04-15/doc-inetfhrv4239348.shtml><strong>腾讯自选股</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>上证报中国证券网讯（记者 李兴彩）英伟达4月14日公告称，公司正与制造合作伙伴共同设计并建造工厂，以争取在美国本土生产AI超级计算机。英伟达正在得克萨斯州的休斯顿和达拉斯，与富士康和纬创合作建设超级计算机制造工厂，预计两家工厂将在未来12至15个月内实现量产。英伟达计划在未来四年，通过与台积电、富士康、纬创、安靠、硅品的合作，在美国构建高达5000亿美元的AI基础设施体系。目前，英伟达的...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/relnews/us/2025-04-15/doc-inetfhrv4239348.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","SNVD.UK":"LS -1X 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李兴彩）英伟达4月14日公告称，公司正与制造合作伙伴共同设计并建造工厂，以争取在美国本土生产AI超级计算机。英伟达正在得克萨斯州的休斯顿和达拉斯，与富士康和纬创合作建设超级计算机制造工厂，预计两家工厂将在未来12至15个月内实现量产。英伟达计划在未来四年，通过与台积电、富士康、纬创、安靠、硅品的合作，在美国构建高达5000亿美元的AI基础设施体系。目前，英伟达的Blackwell芯片已在台积电位于美国亚利桑那州凤凰城的芯片工厂投入生产。英伟达正在与安靠和硅品合作，在亚利桑那州开展半导体封装和测试业务。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1,"symbols_score_info":{"2NVD.UK":0.6,"3NVD.UK":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDY":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6}},"isVote":1,"tweetType":1,"viewCount":1878,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":424490296815920,"gmtCreate":1744644404118,"gmtModify":1744644406339,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"自产自销，自吹自擂，自卖自夸，吹牛，问题是钱从哪来？","listText":"自产自销，自吹自擂，自卖自夸，吹牛，问题是钱从哪来？","text":"自产自销，自吹自擂，自卖自夸，吹牛，问题是钱从哪来？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/424490296815920","repostId":"1111187963","repostType":2,"repost":{"id":"1111187963","kind":"news","pubTimestamp":1744636025,"share":"https://www.laohu8.com/m/news/1111187963?lang=&edition=full","pubTime":"2025-04-14 21:07","market":"us","language":"zh","title":"英伟达宣布首次在美国本土生产AI超级计算机，预计5年内创造5000亿美元产值","url":"https://stock-news.laohu8.com/highlight/detail?id=1111187963","media":"华尔街见闻","summary":"4月14日，英伟达：计划在未来四年内通过与台积电、富士康合作，在美国生产高达5000亿美元的人工智能基础设施。","content":"<html><head></head><body><blockquote><p><strong>英伟达的Blackwell芯片已经在台积电位于亚利桑那州凤凰城的工厂开始生产。同时，英伟达正在德克萨斯州与富士康（休斯顿）和纬创（达拉斯）合作建设超级计算机制造工厂。据公司消息，这两家工厂预计将在未来12-15个月内开始批量生产。</strong></p></blockquote><p style=\"text-align: justify;\">面对特朗普关税政策的威胁，英伟达终于顶不住了。</p><p style=\"text-align: justify;\">当地时间周一，英伟达在官网宣布，<strong>英伟达正与制造合作伙伴共同在美国建立工厂，首次实现完全在美国本土生产英伟达的AI超级计算机。根据声明，英伟达计划在未来四年通过与台积电、富士康等公司合作，预计在美国生产价值高达5000亿美元的AI基础设施。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/88688d9d50b75a6c1ac5122a40ab69bf\" tg-width=\"676\" tg-height=\"590\"/></p><p style=\"text-align: justify;\">英伟达创始人兼首席执行官黄仁勋在声明中表示：</p><blockquote><p style=\"text-align: justify;\">全球AI基础设施的引擎首次在美国建造。引入美国制造有助于我们更好地满足市场对AI芯片和超级计算机惊人且不断增长的需求，增强我们的供应链，并提升我们的韧性。</p></blockquote><h2 id=\"id_2275718527\">Blackwell芯片生产落地亚利桑那州</h2><p style=\"text-align: justify;\">根据声明，英伟达的Blackwell芯片已经在台积电位于亚利桑那州凤凰城的工厂开始生产。同时，英伟达正在德克萨斯州与富士康（休斯顿）和纬创（达拉斯）合作建设超级计算机制造工厂。据公司消息，<strong>这两家工厂预计将在未来12-15个月内开始批量生产。</strong></p><p style=\"text-align: justify;\">英伟达已经委托建设超过一百万平方英尺的制造空间，用于在亚利桑那州生产和测试Blackwell芯片，以及在德克萨斯州组装AI超级计算机。</p><p style=\"text-align: justify;\">此外，英伟达正与安靠和矽品合作，在亚利桑那州进行封装和测试操作，构建完整的生产生态系统。这一决定的考量在于，AI芯片和超级计算机供应链极其复杂，需要最先进的制造、封装、组装和测试技术。</p><p style=\"text-align: justify;\">声明还表示：</p><blockquote><p style=\"text-align: justify;\"><strong>预计未来几年将建成数十座“千兆瓦 AI 工厂”。</strong>为美国AI工厂生产英伟达AI芯片和超级计算机，预计将在未来几十年创造数十万个就业岗位，并带来数万亿美元的经济安全。</p></blockquote></body></html>","source":"lsy1700700604709","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=https://wallstreetcn.com/articles/3745179><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达的Blackwell芯片已经在台积电位于亚利桑那州凤凰城的工厂开始生产。同时，英伟达正在德克萨斯州与富士康（休斯顿）和纬创（达拉斯）合作建设超级计算机制造工厂。据公司消息，这两家工厂预计将在未来12-15个月内开始批量生产。面对特朗普关税政策的威胁，英伟达终于顶不住了。当地时间周一，英伟达在官网宣布，英伟达正与制造合作伙伴共同在美国建立工厂，首次实现完全在美国本土生产英伟达的AI超级计算机。...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3745179\">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":{"NVDA":"英伟达"},"source_url":"https://wallstreetcn.com/articles/3745179","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111187963","content_text":"英伟达的Blackwell芯片已经在台积电位于亚利桑那州凤凰城的工厂开始生产。同时，英伟达正在德克萨斯州与富士康（休斯顿）和纬创（达拉斯）合作建设超级计算机制造工厂。据公司消息，这两家工厂预计将在未来12-15个月内开始批量生产。面对特朗普关税政策的威胁，英伟达终于顶不住了。当地时间周一，英伟达在官网宣布，英伟达正与制造合作伙伴共同在美国建立工厂，首次实现完全在美国本土生产英伟达的AI超级计算机。根据声明，英伟达计划在未来四年通过与台积电、富士康等公司合作，预计在美国生产价值高达5000亿美元的AI基础设施。英伟达创始人兼首席执行官黄仁勋在声明中表示：全球AI基础设施的引擎首次在美国建造。引入美国制造有助于我们更好地满足市场对AI芯片和超级计算机惊人且不断增长的需求，增强我们的供应链，并提升我们的韧性。Blackwell芯片生产落地亚利桑那州根据声明，英伟达的Blackwell芯片已经在台积电位于亚利桑那州凤凰城的工厂开始生产。同时，英伟达正在德克萨斯州与富士康（休斯顿）和纬创（达拉斯）合作建设超级计算机制造工厂。据公司消息，这两家工厂预计将在未来12-15个月内开始批量生产。英伟达已经委托建设超过一百万平方英尺的制造空间，用于在亚利桑那州生产和测试Blackwell芯片，以及在德克萨斯州组装AI超级计算机。此外，英伟达正与安靠和矽品合作，在亚利桑那州进行封装和测试操作，构建完整的生产生态系统。这一决定的考量在于，AI芯片和超级计算机供应链极其复杂，需要最先进的制造、封装、组装和测试技术。声明还表示：预计未来几年将建成数十座“千兆瓦 AI 工厂”。为美国AI工厂生产英伟达AI芯片和超级计算机，预计将在未来几十年创造数十万个就业岗位，并带来数万亿美元的经济安全。","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1852,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":424329093353840,"gmtCreate":1744605416410,"gmtModify":1744606789094,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 这次美国放开的关税百分之八十是为了苹果公司[财迷]&nbsp; [财迷]&nbsp; [财迷]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 这次美国放开的关税百分之八十是为了苹果公司[财迷]&nbsp; [财迷]&nbsp; [财迷]&nbsp;&nbsp;","text":"$苹果(AAPL)$ 这次美国放开的关税百分之八十是为了苹果公司[财迷] [财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/424329093353840","isVote":1,"tweetType":1,"viewCount":771,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":424330841281272,"gmtCreate":1744605293917,"gmtModify":1744605296079,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"装到这个份上也是绝了，似乎纠结到脚在鞋子里抠出了三居室。","listText":"装到这个份上也是绝了，似乎纠结到脚在鞋子里抠出了三居室。","text":"装到这个份上也是绝了，似乎纠结到脚在鞋子里抠出了三居室。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/424330841281272","repostId":"2527475279","repostType":2,"isVote":1,"tweetType":1,"viewCount":1468,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":422581280813080,"gmtCreate":1744209217956,"gmtModify":1744209220493,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"既然85都出来了，再等等，八十也快了","listText":"既然85都出来了，再等等，八十也快了","text":"既然85都出来了，再等等，八十也快了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/422581280813080","isVote":1,"tweetType":1,"viewCount":757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":422568205496880,"gmtCreate":1744206727020,"gmtModify":1744206728757,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"<a 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滴滴控制人也许暂时并不希望股价上涨，前些年为了发展，出让了大量股份，目前控制人股份并不多，完全依赖AB股模式掌控了公司。因此再还未收回足够股份之前，如果任由股价上涨，这并不是控制人所希望看见的。目前滴滴根本不缺钱，每年虽说账上亏钱，但实际上现金去年还能增加五六十亿。暂时出行基本盘很稳，他也不需要增发。目前就一个目的，低价回购股份。回收股份目的为了什么？将来需要股价上涨的时候可能更容易，他有可能会因为什么原因要让股价上涨呢？股友们猜猜","listText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$</a> 滴滴控制人也许暂时并不希望股价上涨，前些年为了发展，出让了大量股份，目前控制人股份并不多，完全依赖AB股模式掌控了公司。因此再还未收回足够股份之前，如果任由股价上涨，这并不是控制人所希望看见的。目前滴滴根本不缺钱，每年虽说账上亏钱，但实际上现金去年还能增加五六十亿。暂时出行基本盘很稳，他也不需要增发。目前就一个目的，低价回购股份。回收股份目的为了什么？将来需要股价上涨的时候可能更容易，他有可能会因为什么原因要让股价上涨呢？股友们猜猜","text":"$DiDi Global Inc.(DIDIY)$ 滴滴控制人也许暂时并不希望股价上涨，前些年为了发展，出让了大量股份，目前控制人股份并不多，完全依赖AB股模式掌控了公司。因此再还未收回足够股份之前，如果任由股价上涨，这并不是控制人所希望看见的。目前滴滴根本不缺钱，每年虽说账上亏钱，但实际上现金去年还能增加五六十亿。暂时出行基本盘很稳，他也不需要增发。目前就一个目的，低价回购股份。回收股份目的为了什么？将来需要股价上涨的时候可能更容易，他有可能会因为什么原因要让股价上涨呢？股友们猜猜","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":16,"repostSize":0,"link":"https://laohu8.com/post/284218946961480","isVote":1,"tweetType":1,"viewCount":6439,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3577485833954420","authorId":"3577485833954420","name":"沉默的钢笔","avatar":"https://static.tigerbbs.com/6d6c95943a1fc2079900bcae310b18f0","crmLevel":9,"crmLevelSwitch":0,"idStr":"3577485833954420","authorIdStr":"3577485833954420"},"content":"公告的10亿美金回购计划都不一定能完成，不会有新的回购计划","text":"公告的10亿美金回购计划都不一定能完成，不会有新的回购计划","html":"公告的10亿美金回购计划都不一定能完成，不会有新的回购计划"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311417523208392,"gmtCreate":1717049643491,"gmtModify":1717059763333,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 英伟达的股价完全靠回购在撑着，现在这个股价，如果韭菜接续不上，英伟达的回购已经捉襟见肘，现在已经顾头不顾腚了，看看超级电脑已经扛不住了，只能通过拆股和加大回购来力撑局面，也许英伟达还有向上的可能，但是铡刀落下来是大概率事件，2亿哥已经开始撤退了，大机构跑路也是早晚的事，不知道这次下跌会不会又成就另外一个比尔黄呢？","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 英伟达的股价完全靠回购在撑着，现在这个股价，如果韭菜接续不上，英伟达的回购已经捉襟见肘，现在已经顾头不顾腚了，看看超级电脑已经扛不住了，只能通过拆股和加大回购来力撑局面，也许英伟达还有向上的可能，但是铡刀落下来是大概率事件，2亿哥已经开始撤退了，大机构跑路也是早晚的事，不知道这次下跌会不会又成就另外一个比尔黄呢？","text":"$英伟达(NVDA)$ 英伟达的股价完全靠回购在撑着，现在这个股价，如果韭菜接续不上，英伟达的回购已经捉襟见肘，现在已经顾头不顾腚了，看看超级电脑已经扛不住了，只能通过拆股和加大回购来力撑局面，也许英伟达还有向上的可能，但是铡刀落下来是大概率事件，2亿哥已经开始撤退了，大机构跑路也是早晚的事，不知道这次下跌会不会又成就另外一个比尔黄呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":11,"repostSize":0,"link":"https://laohu8.com/post/311417523208392","isVote":1,"tweetType":1,"viewCount":13228,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"312848655464430","authorId":"312848655464430","name":"好奇怪的名字","avatar":"https://static.tigerbbs.com/f81810a251f1dc1d54532d18cdec30ce","crmLevel":6,"crmLevelSwitch":0,"idStr":"312848655464430","authorIdStr":"312848655464430"},"content":"这个简单的怀疑，阴谋论而已。美股你要货真价实来个让人信服的报告，你先空，顺便号召大家一起空他。如果大家都听你的，你就发达了 [开心] [开心] [开心]","text":"这个简单的怀疑，阴谋论而已。美股你要货真价实来个让人信服的报告，你先空，顺便号召大家一起空他。如果大家都听你的，你就发达了 [开心] [开心] [开心]","html":"这个简单的怀疑，阴谋论而已。美股你要货真价实来个让人信服的报告，你先空，顺便号召大家一起空他。如果大家都听你的，你就发达了 [开心] [开心] [开心]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":188123636175008,"gmtCreate":1686954220935,"gmtModify":1686954222141,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>贾总终于还是开出了核动力韭菜收割机，他说：我要收割你们，谁赞成谁反对？","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>贾总终于还是开出了核动力韭菜收割机，他说：我要收割你们，谁赞成谁反对？","text":"$Faraday Future(FFIE)$ 贾总终于还是开出了核动力韭菜收割机，他说：我要收割你们，谁赞成谁反对？","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":5,"commentSize":27,"repostSize":2,"link":"https://laohu8.com/post/188123636175008","isVote":1,"tweetType":1,"viewCount":8452,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546699087274420","authorId":"3546699087274420","name":"曾经沧海01","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":1,"idStr":"3546699087274420","authorIdStr":"3546699087274420"},"content":"既然买了就坚定支持，既然不看好就认赔出局。我认为FF发行认股权筹得资金以生产是利多的好事。FF现金即将告罄，如果能够筹得现金对股民的信心是一个巨大的支持。","text":"既然买了就坚定支持，既然不看好就认赔出局。我认为FF发行认股权筹得资金以生产是利多的好事。FF现金即将告罄，如果能够筹得现金对股民的信心是一个巨大的支持。","html":"既然买了就坚定支持，既然不看好就认赔出局。我认为FF发行认股权筹得资金以生产是利多的好事。FF现金即将告罄，如果能够筹得现金对股民的信心是一个巨大的支持。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293483427537104,"gmtCreate":1712670759864,"gmtModify":1712725330663,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 完犊子了，特斯拉中国4月份第一周才交付不到两千辆，折合一个月不到8000辆，蔚来都比特斯拉卖得多，这是3月份的销量拔苗助长把韭菜都割完了吗？","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 完犊子了，特斯拉中国4月份第一周才交付不到两千辆，折合一个月不到8000辆，蔚来都比特斯拉卖得多，这是3月份的销量拔苗助长把韭菜都割完了吗？","text":"$特斯拉(TSLA)$ 完犊子了，特斯拉中国4月份第一周才交付不到两千辆，折合一个月不到8000辆，蔚来都比特斯拉卖得多，这是3月份的销量拔苗助长把韭菜都割完了吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/293483427537104","isVote":1,"tweetType":1,"viewCount":12926,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000287","authorId":"9000000000000287","name":"控盘坐庄最在行","avatar":"https://static.tigerbbs.com/5a977361ffd7d622dc726dffd6d9f01d","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000287","authorIdStr":"9000000000000287"},"content":"特斯拉的销量在中国可能受到了一些挑战，但我认为不能就此得出特斯拉完犊子的结论。","text":"特斯拉的销量在中国可能受到了一些挑战，但我认为不能就此得出特斯拉完犊子的结论。","html":"特斯拉的销量在中国可能受到了一些挑战，但我认为不能就此得出特斯拉完犊子的结论。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825601451,"gmtCreate":1634220282510,"gmtModify":1634220710278,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"<a 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上头一句话就可以让你赔的倾家荡产"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":217385840169064,"gmtCreate":1694096703912,"gmtModify":1694097478958,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>庆幸自己提早两个月逃离老贾的魔掌，否则等到现在只能上天台了。短短一个来月账户又除以6。美国证监会是不是眼瞎，竟然让这么一群人在美股作恶","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>庆幸自己提早两个月逃离老贾的魔掌，否则等到现在只能上天台了。短短一个来月账户又除以6。美国证监会是不是眼瞎，竟然让这么一群人在美股作恶","text":"$Faraday Future(FFIE)$ 庆幸自己提早两个月逃离老贾的魔掌，否则等到现在只能上天台了。短短一个来月账户又除以6。美国证监会是不是眼瞎，竟然让这么一群人在美股作恶","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/217385840169064","isVote":1,"tweetType":1,"viewCount":3296,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3536703324014623","authorId":"3536703324014623","name":"虎牙哥俩","avatar":"https://static.tigerbbs.com/ececcfc7816da35962ed9dd6b249bbc9","crmLevel":6,"crmLevelSwitch":0,"idStr":"3536703324014623","authorIdStr":"3536703324014623"},"content":"抓紧卖房加仓","text":"抓紧卖房加仓","html":"抓紧卖房加仓"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":865964893,"gmtCreate":1632931904535,"gmtModify":1632933358021,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"<a 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股价下跌我们先看看大股东减持情况，Uber减持了1.21%股份，将近5000万股，这么大的量，对于一天一千万成交量的滴滴来讲是沉重的抛压。而大股东软银还占有20%股份，二股东Uber占约9%的股份。鉴于滴滴业务基本成型，发展和想象空间有限，企业利润有限基本没有分红。另外滴滴实行AB股，软银和Uber基本没有话语权，在纳斯达克软银为了捧ARM、Uber自身急需现金流，因此他们都有抛售股份的欲望，按现在的股价算市值也一百多亿美金，相对于滴滴回购的10亿美金来说简直就是不够塞牙缝的。 &nbsp; 自动驾驶网约车对滴滴业务的巨大影响 最近武汉的萝卜快跑几乎霸屏了，10公里3.9元对滴滴网约车的价格简直就是降维打击，互联网的规则就是消灭滴滴的不是另一个滴滴，而是萝卜快跑。当然滴滴暂时还不会被消灭，但是，一旦萝卜快跑大面积铺开的话，无疑，将对滴滴是一个巨大的打击。不仅业务量将大幅减少，单价也将不得不下降。以后滴滴将只是自动驾驶网约车的辅助地位，也许市值将来到现在的1/10甚至更少。 &nbsp; &nbsp;政策的影响无时不在 滴滴因为牵涉到国家数据安全、乘客安全、民生就业等方面，必然会受到政策各方面限制，从而影响到滴滴的融资，运营费用难以优化，业务提成有限，经常性的补贴活动，这些都导致滴滴看似在一个好的赛道","listText":"<a href=\"https://laohu8.com/S/DIDIY\">$DiDi Global Inc.(DIDIY)$</a> 滴滴出行股价的三座大山 滴滴出行股价再次冲到5块钱，又雪崩回来，已经到达3.7元区域。上一次类似结局还是在2023年初。彼时滴滴app刚解禁允许上架，加上疫情刚过，利好叠加冲击一波到5块钱，接着就逐渐回落，最低到2.5元。理论上说滴滴是一个护城河很宽的公司，没有理由不被看好，公司股价为什么始终起不来呢？ &nbsp; &nbsp;大股东减持的压力 股价下跌我们先看看大股东减持情况，Uber减持了1.21%股份，将近5000万股，这么大的量，对于一天一千万成交量的滴滴来讲是沉重的抛压。而大股东软银还占有20%股份，二股东Uber占约9%的股份。鉴于滴滴业务基本成型，发展和想象空间有限，企业利润有限基本没有分红。另外滴滴实行AB股，软银和Uber基本没有话语权，在纳斯达克软银为了捧ARM、Uber自身急需现金流，因此他们都有抛售股份的欲望，按现在的股价算市值也一百多亿美金，相对于滴滴回购的10亿美金来说简直就是不够塞牙缝的。 &nbsp; 自动驾驶网约车对滴滴业务的巨大影响 最近武汉的萝卜快跑几乎霸屏了，10公里3.9元对滴滴网约车的价格简直就是降维打击，互联网的规则就是消灭滴滴的不是另一个滴滴，而是萝卜快跑。当然滴滴暂时还不会被消灭，但是，一旦萝卜快跑大面积铺开的话，无疑，将对滴滴是一个巨大的打击。不仅业务量将大幅减少，单价也将不得不下降。以后滴滴将只是自动驾驶网约车的辅助地位，也许市值将来到现在的1/10甚至更少。 &nbsp; &nbsp;政策的影响无时不在 滴滴因为牵涉到国家数据安全、乘客安全、民生就业等方面，必然会受到政策各方面限制，从而影响到滴滴的融资，运营费用难以优化，业务提成有限，经常性的补贴活动，这些都导致滴滴看似在一个好的赛道","text":"$DiDi Global Inc.(DIDIY)$ 滴滴出行股价的三座大山 滴滴出行股价再次冲到5块钱，又雪崩回来，已经到达3.7元区域。上一次类似结局还是在2023年初。彼时滴滴app刚解禁允许上架，加上疫情刚过，利好叠加冲击一波到5块钱，接着就逐渐回落，最低到2.5元。理论上说滴滴是一个护城河很宽的公司，没有理由不被看好，公司股价为什么始终起不来呢？ 大股东减持的压力 股价下跌我们先看看大股东减持情况，Uber减持了1.21%股份，将近5000万股，这么大的量，对于一天一千万成交量的滴滴来讲是沉重的抛压。而大股东软银还占有20%股份，二股东Uber占约9%的股份。鉴于滴滴业务基本成型，发展和想象空间有限，企业利润有限基本没有分红。另外滴滴实行AB股，软银和Uber基本没有话语权，在纳斯达克软银为了捧ARM、Uber自身急需现金流，因此他们都有抛售股份的欲望，按现在的股价算市值也一百多亿美金，相对于滴滴回购的10亿美金来说简直就是不够塞牙缝的。 自动驾驶网约车对滴滴业务的巨大影响 最近武汉的萝卜快跑几乎霸屏了，10公里3.9元对滴滴网约车的价格简直就是降维打击，互联网的规则就是消灭滴滴的不是另一个滴滴，而是萝卜快跑。当然滴滴暂时还不会被消灭，但是，一旦萝卜快跑大面积铺开的话，无疑，将对滴滴是一个巨大的打击。不仅业务量将大幅减少，单价也将不得不下降。以后滴滴将只是自动驾驶网约车的辅助地位，也许市值将来到现在的1/10甚至更少。 政策的影响无时不在 滴滴因为牵涉到国家数据安全、乘客安全、民生就业等方面，必然会受到政策各方面限制，从而影响到滴滴的融资，运营费用难以优化，业务提成有限，经常性的补贴活动，这些都导致滴滴看似在一个好的赛道","images":[],"top":1,"highlighted":1,"essential":2,"paper":1,"likeSize":3,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/326325488464160","isVote":1,"tweetType":1,"viewCount":10450,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4097999776303210","authorId":"4097999776303210","name":"币诺曹","avatar":"https://static.tigerbbs.com/deffd0520eb8e2f3d2da79a2bd3045d1","crmLevel":8,"crmLevelSwitch":1,"idStr":"4097999776303210","authorIdStr":"4097999776303210"},"content":"滴滴巴士刚起步，这一块铺开的话，将终结城际运输","text":"滴滴巴士刚起步，这一块铺开的话，将终结城际运输","html":"滴滴巴士刚起步，这一块铺开的话，将终结城际运输"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825199147,"gmtCreate":1634207092908,"gmtModify":1634207137532,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>为了做空用出这种下三滥的手段","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>为了做空用出这种下三滥的手段","text":"$老虎证券(TIGR)$为了做空用出这种下三滥的手段","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":23,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/825199147","isVote":1,"tweetType":1,"viewCount":4549,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":294160310243624,"gmtCreate":1712839506418,"gmtModify":1712847513848,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 英伟达从业绩来看，预计一季度还是翻倍业绩，具备上涨的底气。美股处于高位，在其他其他科技大哥低迷之时，当前英伟达还是风口上的天选之子，带领大盘上冲责无旁贷，如果主力要撤退还能起到掩护断后的作用。等二三季度可能业绩增长就慢慢放缓，没那么耀眼了，所以时势造英雄，英伟达必须涨，是业绩的需要，是华尔街的需要，也是股民的需要。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 英伟达从业绩来看，预计一季度还是翻倍业绩，具备上涨的底气。美股处于高位，在其他其他科技大哥低迷之时，当前英伟达还是风口上的天选之子，带领大盘上冲责无旁贷，如果主力要撤退还能起到掩护断后的作用。等二三季度可能业绩增长就慢慢放缓，没那么耀眼了，所以时势造英雄，英伟达必须涨，是业绩的需要，是华尔街的需要，也是股民的需要。","text":"$英伟达(NVDA)$ 英伟达从业绩来看，预计一季度还是翻倍业绩，具备上涨的底气。美股处于高位，在其他其他科技大哥低迷之时，当前英伟达还是风口上的天选之子，带领大盘上冲责无旁贷，如果主力要撤退还能起到掩护断后的作用。等二三季度可能业绩增长就慢慢放缓，没那么耀眼了，所以时势造英雄，英伟达必须涨，是业绩的需要，是华尔街的需要，也是股民的需要。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":19,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/294160310243624","isVote":1,"tweetType":1,"viewCount":17252,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010303","authorId":"10000000000010303","name":"每天涨停板敢死队","avatar":"https://static.tigerbbs.com/b17af8d14081700b793911bb75de6b67","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010303","authorIdStr":"10000000000010303"},"content":"尤其是在其他科技公司低迷的情况下，英伟达仍然保持着强劲的上涨势头，给市场带来了很大的动力。","text":"尤其是在其他科技公司低迷的情况下，英伟达仍然保持着强劲的上涨势头，给市场带来了很大的动力。","html":"尤其是在其他科技公司低迷的情况下，英伟达仍然保持着强劲的上涨势头，给市场带来了很大的动力。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":205316514476136,"gmtCreate":1691135533850,"gmtModify":1691135535006,"author":{"id":"3553256311875125","authorId":"3553256311875125","name":"老当益壮铁树开花","avatar":"https://static.tigerbbs.com/ffe9bdf2e928a90ce7307de1ff8b30ff","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3553256311875125","authorIdStr":"3553256311875125"},"themes":[],"htmlText":"<a 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20.3%，影响也不太大。所以，这时候抛出FSD更多像是救市行为。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":10,"commentSize":6,"repostSize":0,"link":"https://laohu8.com/post/288796994863328","isVote":1,"tweetType":1,"viewCount":17059,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3560652149389543","authorId":"3560652149389543","name":"plaispool","avatar":"https://static.tigerbbs.com/4e73f25703acab79329cb615cff70000","crmLevel":1,"crmLevelSwitch":0,"idStr":"3560652149389543","authorIdStr":"3560652149389543"},"content":"还是看交付量","text":"还是看交付量","html":"还是看交付量"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}