macross的个人主页 - 老虎社区

macross

macross

暂无个人介绍

IP属地：上海

9关注

2粉丝

2主题

0勋章

07-22

meta狗熊掰苞米...

Meta定制版AMD MI450芯片算力减半、内存大缩水，SemiAnalysis：这是Meta公司文化的悲哀

01-27

‌发生啥了? 怎么盘前大跌了? ‌[汗颜] ‌‌

2025-10-01

‌$Reddit(RDDT)$ ‌reddit, reddit, 你醒醒, 你怎么了? 医生, 医生...

2025-04-05

$老虎证券(TIGR)$ 一朝回到解放前[捂脸]

2024-12-19

‌$特斯拉(TSLA)$ ‌‌$TSLA 20241220 475.0 CALL$ ‌这是不过500不死心呀...

2024-10-22

‌$老虎证券(TIGR)$ ‌这是要准备杀猪了?

2024-08-02

intel put, amd get. AMD yes

2022-05-19

一篇缝合怪文章, 没自己分析和主见.

抱歉，原内容已删除

2022-04-02

得了吧，人家交了150亿美刀的税，别忘了小编。

抱歉，原内容已删除

2022-01-19

‌$特斯拉(TSLA)$‌木头姐在卖股票?按道理下周财报,不应该呀.

2021-10-14

$老虎证券(TIGR)$ 这...盘前跌成狗, 7块见

2021-08-14

$老虎证券(TIGR)$涨个毛，那么多抛单

2021-07-30

$老虎证券(TIGR)$盘前这是啥情况？

2021-06-29

$老虎证券(TIGR)$好耶，30冲冲冲

2021-03-06

$特斯拉(TSLA)$感觉有人在狙击ark

2021-02-22

$特斯拉(TSLA)$干点正事吧，巴巴托斯.

2021-01-07

$特斯拉(TSLA)$ 目标777. 哈哈, 就喜欢看爆锤空头,按在地上摩擦火花四溅/

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3555907690547293","uuid":"3555907690547293","gmtCreate":1592813674009,"gmtModify":1614045298151,"name":"macross","pinyin":"macross","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/631cafac4969848d4fda4acffdce82d4","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":9,"tweetSize":17,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":2,"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":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.12.14","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"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,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.24","exceedPercentage":"93.39%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"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,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":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,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"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,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":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,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"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,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.16%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":5,"crmLevelSwitch":0,"location":"上海","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":588591394574480,"gmtCreate":1784730587358,"gmtModify":1784730589457,"author":{"id":"3555907690547293","authorId":"3555907690547293","name":"macross","avatar":"https://static.tigerbbs.com/631cafac4969848d4fda4acffdce82d4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555907690547293","authorIdStr":"3555907690547293"},"themes":[],"title":"","htmlText":"meta狗熊掰苞米...","listText":"meta狗熊掰苞米...","text":"meta狗熊掰苞米...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/588591394574480","repostId":"2653737110","repostType":2,"repost":{"id":"2653737110","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":1784705856,"share":"https://www.laohu8.com/m/news/2653737110?lang=zh_CN&edition=full","pubTime":"2026-07-22 15:37","market":"us","language":"zh","title":"Meta定制版AMD MI450芯片算力减半、内存大缩水，SemiAnalysis：这是Meta公司文化的悲哀","url":"https://stock-news.laohu8.com/highlight/detail?id=2653737110","media":"华尔街见闻","summary":"数十亿美元打水漂！Meta在AI基建频现“灾难级”失误：强令AMD阉割最强芯片，25亿收购案一地鸡毛。机构痛批，短视的绩效文化与过度定制正扼杀软硬件协同。这场深层组织危机，正让Meta代价惨重。","content":"<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/META\">Meta</a>在AI基础设施领域的一系列决策失误，正以数十亿美元的代价暴露出其组织文化的深层问题。</p><p style=\"text-align: left;\">据芯片行业研究机构SemiAnalysis最新披露，<strong>Meta正要求<a href=\"https://laohu8.com/S/AMD\">AMD</a>为其定制一款大幅削减规格的MI450X芯片——计算单元减半、HBM内存堆叠数从12层降至8层，内存容量缩水近三分之二。SemiAnalysis直接将这一决定定性为&#34;灾难性&#34;，并公开呼吁AMD绕开Meta基础设施团队，直接与Meta旗下超级智能实验室TBD Lab对接，推动采购标准版MI450X。</strong></p><p style=\"text-align: left;\">这一事件并非孤立。SemiAnalysis指出，<strong>从逾25亿美元的Rivos收购案，到H100定制服务器Grand Teton、再到GB200定制方案Ariel，Meta基础设施团队的决策模式呈现出一贯的过度工程化、缺乏软硬件协同设计、以及短期政治导向压倒长期技术合理性的特征。&#34;</strong>Meta基础设施团队需要一次文化重置，&#34;SemiAnalysis写道。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bcb13cbbe5cf643ece14ad2d252cdd95\" data-align=\"center\" tg-width=\"615\" tg-height=\"706\"/><span></span></p><h2 style=\"text-align: left;\">AMD最强芯片遭&#34;阉割&#34;，GenAI性能严重受损</h2><p style=\"text-align: left;\">AMD MI450X是目前市场上硅工程规格最为激进的GPU之一：采用2纳米制程、混合键合封装技术、12层HBM4内存堆叠，以及市场上最大的CoWoS光罩尺寸，代表了当前封装与存储密度的天花板。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3b65a6a5b232ad20343ee80a50562bef\" data-align=\"center\" tg-width=\"1442\" tg-height=\"1092\"/><span></span></p><p style=\"text-align: left;\">然而据SemiAnalysis披露，Meta所订购的定制版本将计算硅面积减半、HBM堆叠从12-Hi降至8-Hi，相当于同时压缩了算力与内存带宽两项核心指标。Meta基础设施团队给出的理由是：该配置面向推荐系统（RecSys）工作负载设计，旨在提升CPU与GPU的计算比例。</p><p style=\"text-align: left;\">问题在于，这一决定是在TBD Lab成立之前作出的，后者作为Meta核心大模型研究团队，对这款芯片毫无兴趣。SemiAnalysis明确表示，相较于<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的Vera Rubin，被削减规格的MI450对TBD Lab毫无吸引力，&#34;TBD将大幅倾向于Rubin&#34;。这意味着AMD在Meta的出货量将因这一决策受到严重冲击。</p><p style=\"text-align: left;\">SemiAnalysis在报告中罕见地直接向AMD喊话：&#34;AMD需要站出来，直接与TBD团队合作，确保他们拿到正常版MI450，而不是这个对GenAI毫无价值的阉割版。&#34;</p><h2 style=\"text-align: left;\">Rivos收购：逾25亿美元换来一地鸡毛</h2><p style=\"text-align: left;\">Meta基础设施决策失误的另一典型案例，是2024年以逾25亿美元完成的Rivos收购。</p><p style=\"text-align: left;\">据SemiAnalysis，Meta内部芯片部门鲜有人真正理解这笔收购的战略逻辑，当初推动该交易的人士此后已趋于沉默。主流看法是：Meta资金充裕，定制芯片赛道升温，加之此前已在授权Rivos知识产权，管理层认为不如将其整体收入囊中。</p><p style=\"text-align: left;\">然而交易结构本身已埋下隐患。Rivos创始团队坚持全员打包出售，Meta不得不买下整家公司，随后大幅裁撤其不需要的部门。报道援引前Meta芯片员工称，收购由Meta硅片负责人Yee Jiun Song主导，过程中遭遇内部反对，但交易完成后其本人兴趣已然减退。现有芯片团队管理者将Rivos工程师视为&#34;免费人力&#34;，各自划入麾下，原有团队架构迅速瓦解。</p><p style=\"text-align: left;\">从技术层面看，收购的核心价值——Rivos的SIMT架构GPU IP——已随着原计划搭载该技术的&#34;Olympus&#34;芯片项目被取消而烟消云散。接替方案&#34;Phoebe&#34;项目预计最早2028年流片，但SemiAnalysis指出，内部对其能否落地并不乐观。</p><p style=\"text-align: left;\">人员流失同样触目惊心。<strong>据SemiAnalysis，约30%的Rivos员工在近期裁员中离职，联合创始人Mark Hayter已经离开，另有多名前Rivos人员在首批RSU于今年5月归属后转投Gerard Williams创立的芯片初创公司Nuvacore。SemiAnalysis还透露，Rivos首席执行官兼联合创始人Puneet Kumar可能在其Meta股份全部归属后一两年内离职。</strong></p><h2 style=\"text-align: left;\">Grand Teton与Ariel：重复上演的设计代价</h2><p style=\"text-align: left;\">Meta的定制化偏执并非新近才有。其H100定制服务器Grand Teton，在标准HGX服务器基础上额外增加了一个交换机托盘，搭载四颗<a href=\"https://laohu8.com/S/AVGO\">博通</a>PCIe交换机、16块SSD和八块网卡，目的是为每台服务器提供更多直连存储，用于训练检查点保存。</p><p style=\"text-align: left;\">然而实际投入生产后，模型团队对这些存储的使用远低于预期，该设计最终被放弃。SemiAnalysis指出，这是Meta硬件与软件团队缺乏协同设计的典型体现——基础设施团队为未被充分使用的功能付出了更高的物料成本与功耗代价，同时还增加了对<a href=\"https://laohu8.com/S/600455\">博通</a>的依赖，而这与Meta试图降低对英伟达网络设备依赖的初衷背道而驰。</p><p style=\"text-align: left;\">进入Blackwell时代，Meta的定制方案&#34;Ariel&#34;延续了类似逻辑。标准GB200规格为每颗Grace CPU搭配两颗B200 GPU，而Ariel将其改为一对一配置，GPU数量减半。理由同样是为RecSys工作负载提升CPU比例。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4b110770b93c897b6184f3dd0ce53165\" data-align=\"center\" tg-width=\"1161\" tg-height=\"799\"/><span></span></p><p style=\"text-align: left;\">据SemiAnalysis测算，Ariel NVL36x2方案的总拥有成本（TCO）比标准GB200 NVL72高出14%，而额外支出换来的更多CPU与DRAM资源，恰恰是大模型团队不需要的。由于采用跨机架连接方案以弥补GPU数量减少导致的组网缺口，网络延迟与可靠性问题随之而来。与此同时，最初被认为不稳定的NVL72背板已逐渐成熟，Meta对这一技术风险的判断事后证明有误。</p><p style=\"text-align: left;\">SemiAnalysis表示，Meta的GB300服务器已回归标准配置——这本身即是对Ariel方案的否定。</p><h2 style=\"text-align: left;\">文化根源：短期考核压倒长期战略</h2><p style=\"text-align: left;\">SemiAnalysis将上述问题归因于Meta基础设施团队的组织文化。</p><p style=\"text-align: left;\">该机构指出，<strong>Meta的六个月绩效考核周期每轮淘汰最末10%至15%的员工，导致团队倾向于追求短期可见成果而非长期技术布局。部分管理者热衷于推动高曝光度但快速可交付的项目，交付后迅速转向，这一做法被内部称为&#34;粉刷门面&#34;（window washing）。与此同时，鲜少有人公开挑战上级决策，导致错误难以被及时纠正。</strong></p><p style=\"text-align: left;\">供应链团队在工程决策中话语权有限，进一步放大了上述问题。SemiAnalysis指出，部分供应商已因Meta频繁的方向变动而降低对其新项目的优先级，转而优先保障<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>或<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>的需求。</p><p style=\"text-align: left;\">SemiAnalysis将这一现象类比于Meta旗下Reality Labs的扩张历程——在大规模裁员到来之前，数十亿美元被投入庞大的工程团队与研发项目之中。如今，随着Meta着手向外部客户出售算力，这种内部文化的代价将更加直接地暴露在市场面前。</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>Meta定制版AMD MI450芯片算力减半、内存大缩水，SemiAnalysis：这是Meta公司文化的悲哀</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\">\nMeta定制版AMD MI450芯片算力减半、内存大缩水，SemiAnalysis：这是Meta公司文化的悲哀\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-07-22 15:37</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/META\">Meta</a>在AI基础设施领域的一系列决策失误，正以数十亿美元的代价暴露出其组织文化的深层问题。</p><p style=\"text-align: left;\">据芯片行业研究机构SemiAnalysis最新披露，<strong>Meta正要求<a href=\"https://laohu8.com/S/AMD\">AMD</a>为其定制一款大幅削减规格的MI450X芯片——计算单元减半、HBM内存堆叠数从12层降至8层，内存容量缩水近三分之二。SemiAnalysis直接将这一决定定性为&#34;灾难性&#34;，并公开呼吁AMD绕开Meta基础设施团队，直接与Meta旗下超级智能实验室TBD Lab对接，推动采购标准版MI450X。</strong></p><p style=\"text-align: left;\">这一事件并非孤立。SemiAnalysis指出，<strong>从逾25亿美元的Rivos收购案，到H100定制服务器Grand Teton、再到GB200定制方案Ariel，Meta基础设施团队的决策模式呈现出一贯的过度工程化、缺乏软硬件协同设计、以及短期政治导向压倒长期技术合理性的特征。&#34;</strong>Meta基础设施团队需要一次文化重置，&#34;SemiAnalysis写道。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/bcb13cbbe5cf643ece14ad2d252cdd95\" data-align=\"center\" tg-width=\"615\" tg-height=\"706\"/><span></span></p><h2 style=\"text-align: left;\">AMD最强芯片遭&#34;阉割&#34;，GenAI性能严重受损</h2><p style=\"text-align: left;\">AMD MI450X是目前市场上硅工程规格最为激进的GPU之一：采用2纳米制程、混合键合封装技术、12层HBM4内存堆叠，以及市场上最大的CoWoS光罩尺寸，代表了当前封装与存储密度的天花板。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3b65a6a5b232ad20343ee80a50562bef\" data-align=\"center\" tg-width=\"1442\" tg-height=\"1092\"/><span></span></p><p style=\"text-align: left;\">然而据SemiAnalysis披露，Meta所订购的定制版本将计算硅面积减半、HBM堆叠从12-Hi降至8-Hi，相当于同时压缩了算力与内存带宽两项核心指标。Meta基础设施团队给出的理由是：该配置面向推荐系统（RecSys）工作负载设计，旨在提升CPU与GPU的计算比例。</p><p style=\"text-align: left;\">问题在于，这一决定是在TBD Lab成立之前作出的，后者作为Meta核心大模型研究团队，对这款芯片毫无兴趣。SemiAnalysis明确表示，相较于<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的Vera Rubin，被削减规格的MI450对TBD Lab毫无吸引力，&#34;TBD将大幅倾向于Rubin&#34;。这意味着AMD在Meta的出货量将因这一决策受到严重冲击。</p><p style=\"text-align: left;\">SemiAnalysis在报告中罕见地直接向AMD喊话：&#34;AMD需要站出来，直接与TBD团队合作，确保他们拿到正常版MI450，而不是这个对GenAI毫无价值的阉割版。&#34;</p><h2 style=\"text-align: left;\">Rivos收购：逾25亿美元换来一地鸡毛</h2><p style=\"text-align: left;\">Meta基础设施决策失误的另一典型案例，是2024年以逾25亿美元完成的Rivos收购。</p><p style=\"text-align: left;\">据SemiAnalysis，Meta内部芯片部门鲜有人真正理解这笔收购的战略逻辑，当初推动该交易的人士此后已趋于沉默。主流看法是：Meta资金充裕，定制芯片赛道升温，加之此前已在授权Rivos知识产权，管理层认为不如将其整体收入囊中。</p><p style=\"text-align: left;\">然而交易结构本身已埋下隐患。Rivos创始团队坚持全员打包出售，Meta不得不买下整家公司，随后大幅裁撤其不需要的部门。报道援引前Meta芯片员工称，收购由Meta硅片负责人Yee Jiun Song主导，过程中遭遇内部反对，但交易完成后其本人兴趣已然减退。现有芯片团队管理者将Rivos工程师视为&#34;免费人力&#34;，各自划入麾下，原有团队架构迅速瓦解。</p><p style=\"text-align: left;\">从技术层面看，收购的核心价值——Rivos的SIMT架构GPU IP——已随着原计划搭载该技术的&#34;Olympus&#34;芯片项目被取消而烟消云散。接替方案&#34;Phoebe&#34;项目预计最早2028年流片，但SemiAnalysis指出，内部对其能否落地并不乐观。</p><p style=\"text-align: left;\">人员流失同样触目惊心。<strong>据SemiAnalysis，约30%的Rivos员工在近期裁员中离职，联合创始人Mark Hayter已经离开，另有多名前Rivos人员在首批RSU于今年5月归属后转投Gerard Williams创立的芯片初创公司Nuvacore。SemiAnalysis还透露，Rivos首席执行官兼联合创始人Puneet Kumar可能在其Meta股份全部归属后一两年内离职。</strong></p><h2 style=\"text-align: left;\">Grand Teton与Ariel：重复上演的设计代价</h2><p style=\"text-align: left;\">Meta的定制化偏执并非新近才有。其H100定制服务器Grand Teton，在标准HGX服务器基础上额外增加了一个交换机托盘，搭载四颗<a href=\"https://laohu8.com/S/AVGO\">博通</a>PCIe交换机、16块SSD和八块网卡，目的是为每台服务器提供更多直连存储，用于训练检查点保存。</p><p style=\"text-align: left;\">然而实际投入生产后，模型团队对这些存储的使用远低于预期，该设计最终被放弃。SemiAnalysis指出，这是Meta硬件与软件团队缺乏协同设计的典型体现——基础设施团队为未被充分使用的功能付出了更高的物料成本与功耗代价，同时还增加了对<a href=\"https://laohu8.com/S/600455\">博通</a>的依赖，而这与Meta试图降低对英伟达网络设备依赖的初衷背道而驰。</p><p style=\"text-align: left;\">进入Blackwell时代，Meta的定制方案&#34;Ariel&#34;延续了类似逻辑。标准GB200规格为每颗Grace CPU搭配两颗B200 GPU，而Ariel将其改为一对一配置，GPU数量减半。理由同样是为RecSys工作负载提升CPU比例。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4b110770b93c897b6184f3dd0ce53165\" data-align=\"center\" tg-width=\"1161\" tg-height=\"799\"/><span></span></p><p style=\"text-align: left;\">据SemiAnalysis测算，Ariel NVL36x2方案的总拥有成本（TCO）比标准GB200 NVL72高出14%，而额外支出换来的更多CPU与DRAM资源，恰恰是大模型团队不需要的。由于采用跨机架连接方案以弥补GPU数量减少导致的组网缺口，网络延迟与可靠性问题随之而来。与此同时，最初被认为不稳定的NVL72背板已逐渐成熟，Meta对这一技术风险的判断事后证明有误。</p><p style=\"text-align: left;\">SemiAnalysis表示，Meta的GB300服务器已回归标准配置——这本身即是对Ariel方案的否定。</p><h2 style=\"text-align: left;\">文化根源：短期考核压倒长期战略</h2><p style=\"text-align: left;\">SemiAnalysis将上述问题归因于Meta基础设施团队的组织文化。</p><p style=\"text-align: left;\">该机构指出，<strong>Meta的六个月绩效考核周期每轮淘汰最末10%至15%的员工，导致团队倾向于追求短期可见成果而非长期技术布局。部分管理者热衷于推动高曝光度但快速可交付的项目，交付后迅速转向，这一做法被内部称为&#34;粉刷门面&#34;（window washing）。与此同时，鲜少有人公开挑战上级决策，导致错误难以被及时纠正。</strong></p><p style=\"text-align: left;\">供应链团队在工程决策中话语权有限，进一步放大了上述问题。SemiAnalysis指出，部分供应商已因Meta频繁的方向变动而降低对其新项目的优先级，转而优先保障<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>或<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>的需求。</p><p style=\"text-align: left;\">SemiAnalysis将这一现象类比于Meta旗下Reality Labs的扩张历程——在大规模裁员到来之前，数十亿美元被投入庞大的工程团队与研发项目之中。如今，随着Meta着手向外部客户出售算力，这种内部文化的代价将更加直接地暴露在市场面前。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c06d2fe3bed8d64707cae05406c5f984","relate_stocks":{"IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","XNTK":"SPDR NYSE Technology ETF","SOCL":"社交媒体ETF-Global X","LU2355687059.USD":"NORDEA 1 GLOBAL IMPACT  \"BP\" (USD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0889566641.SGD":"FTSF - Templeton Shariah Global Equity A Acc SGD","LU1059921491.USD":"NORDEA 1 GLOBAL STABLE EQUITY \"HB\" (USDHDG) ACC","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU0545039389.USD":"BGF GLOBAL EQUITY INCOME \"A2\" ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","ILDR":"First Trust Innovation Leaders ETF","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU0208291251.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) INC","USXF":"iShares ESG Advanced MSCI USA ETF","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU2720916845.USD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (USD) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0354030511.USD":"ALLSPRING  U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","CNAV":"Mohr Company Nav ETF","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","GXPC":"Global X PureCap MSCI Communication Services ETF","TEK":"iShares Technology Opportunities Active ETF","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU1670711040.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) ACC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU0251132253.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU0553294199.USD":"BGF GLOBAL EQUITY INCOME \"A5G\" (USD) INC","XLC":"Communication Services Select Sector SPDR Fund","DAMD":"2倍做空AMD ETF-Defiance","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0882574139.USD":"富达环球消费行业基金A ACC","SG9999015978.USD":"利安颠覆性创新基金A","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0784385170.HKD":"BGF GLOBAL MULTI ASSET INCOME \"A6\" (HKDHGD) INC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU0072461881.USD":"BGF US BASIC VALUE \"A2\" ACC","LU0133085943.USD":"T ROWE PRICE US BLUE CHIP EQUITY \"A\" ACC","LU0174119429.USD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"A\" ACC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2462591350.SGD":"T ROWE PRICE US LARGE CAP GROWTH EQUITY \"AN\" (SGDHDG) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","VOX":"电信业ETF-Vanguard","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2764262908.HKD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (HKD) ACC","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","SG9999001424.SGD":"United E-Commerce Fund SGD","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU2097829019.USD":"AZ EQUITY - BORLETTI GLOBAL LIFESTYLE \"AI\" (USD) ACC","LU0203345920.USD":"SCHRODER ISF QEP GLB ACT. VL \"A\" (USD) ACC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU1564329628.SGD":"Blackrock Dynamic High Income A2 SGD-H","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LEGR":"First Trust Indxx Innovative Transaction & Process ETF","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0080751232.USD":"富达环球多元动力基金A","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU2404859741.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) INC","LU2404859667.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) ACC","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0690374961.EUR":"FUNDSMITH EQUITY \"R\" (EUR) INC","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU2764263039.SGD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (SGDHDG) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","SG9999001077.SGD":"United International Growth Fund SGD","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","LU2764263203.CNY":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (CNYHDG) ACC","NULC":"Nuveen ESG Large-Cap ETF","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU2317271919.USD":"BGF FUTURE CONSUMER \"A2\" (USD) ACC","SG9999014906.USD":"大华全球优质成长基金Acc USD","BK4592":"伊斯兰概念","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0795875169.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD-H","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","BK4585":"ETF&股票定投概念","IETC":"iShares U.S. Tech Independence Focused ETF","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","LU1003077747.HKD":"BGF GLOBAL EQUITY INCOME \"A6\" (HKDHDG) INC","METD":"1倍做空META ETF-Direxion","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4587":"ChatGPT概念","LU0079474960.USD":"联博美国增长基金A","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","METU":"2倍做多META ETF-Direxion","BK4588":"碎股","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","METV":"Roundhill Ball Metaverse ETF","LU0648001328.SGD":"Natixis Harris Associates US Equity RA SGD","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","METW":"Roundhill META WeeklyPay™ ETF","GAMR":"Amplify Video Game Leaders ETF","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","TTEQ":"T. Rowe Price Technology ETF","LU1670710588.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) ACC","AIS":"VistaShares Artificial Intelligence Supercycle ETF","LU1670710661.SGD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (SGD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU2322448791.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (USD) INC","LU1670711123.USD":"M&G (LUX) GLOBAL DIVIDEND \"A\" (USD) INC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","BK4529":"IDC概念","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0661504455.SGD":"Blackrock Global Equity Income A5 SGD-H","LU0072462426.USD":"贝莱德全球配置 A2","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU2322448957.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (HKD) INC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","LU0048584097.USD":"FIDELITY FUNDS  GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","META":"Meta Platforms, Inc.","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","BK4605":"半导体精选","BAI":"iShares A.I. Innovation and Tech Active ETF","FAI":"First Trust Bloomberg Artificial Intelligence ETF","IE00B7SZLL34.SGD":"Legg Mason ClearBridge - Value A Acc SGD-H","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU1697837992.HKD":"BGF DYNAMIC HIGH INCOME \"A6\" (HKDHDG) INC","LU0203347892.USD":"SCHRODER ISF QEP GLOBAL ACTIVE VALLUE \"A\" (USD)  INC AV","LU0985489474.SGD":"First Eagle Amundi International AHS-C SGD-H","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4524":"宅经济概念","LU0878866978.SGD":"First Eagle Amundi International AHS-QD SGD-H","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","TRFK":"PACER DATA AND DIGITAL REVOLUTION ETF","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","LU0433182093.SGD":"First Eagle Amundi International AS-C SGD","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU2023250843.SGD":"Allianz Thematica Cl AT Acc H2-SGD","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU1564329115.USD":"Blackrock Dynamic High Income A6 USD","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1564329461.SGD":"Blackrock Dynamic High Income A6 SGD-H","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","BK4575":"芯片概念","BK4612":"AI芯片","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1  Acc SGD-H","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","BK4614":"Manus概念股","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","QQQA":"ProShares Nasdaq-100 Dorsey Wright Momentum ETF","OGIG":"ALPS O'Shares Global Internet Giants ETF","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU0109392836.USD":"富兰克林科技股A","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU1564329032.USD":"BGF DYNAMIC HIGH INCOME \"A2\" (USD) ACC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","BK4573":"虚拟现实","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","RSPC":"Invesco S&P 500 Equal Weight Communication Services ETF","LU1732800096.USD":"摩根大通环球收益基金A (irc)","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","BK4532":"文艺复兴科技持仓","FBL":"2倍做多META ETF-GraniteShares","TRUC":"VanEck Communication Services TruSector ETF","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","BK4141":"半导体产品","BK4534":"瑞士信贷持仓","LU0444971666.USD":"天利全球科技基金","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","AMDD":"1倍做空AMD ETF-Direxion","FBY":"META期权收益策略ETF-YieldMax","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","FBYY":"GraniteShares YieldBOOST META ETF","AMDG":"2倍做多AMD ETF- Leverage Shares","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","AMDL":"2倍做多AMD ETF-GraniteShares","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","AMDS":"GRANITESHARES 1X SHORT AMD DAILY ETF","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","AMDU":"Defiance Leveraged Long + Income AMD ETF","LU1917777945.USD":"安联专题基金Cl AT Acc","AMDW":"Roundhill AMD WeeklyPay ETF","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","AMDY":"AMD期权收益策略ETF-YieldMax","WUGI":"AXS Esoterica NextG Economy ETF","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU0162691827.USD":"BGF US BASIC VALUE \"A4\" INC","BK4507":"流媒体概念","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU0784385840.USD":"Blackrock Global Multi-Asset Income A2 USD","FCOM":"Fidelity MSCI Communication Services Index ETF","LU0792757196.USD":"TEMPLETON SHARIAH GLOBAL EQUITY FUND \"A\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU0784383803.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A\" (USD) INC A","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","BK4566":"资本集团","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","ARTY":"ISHARES FUTURE AI & TECH ETF","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","LU1153585028.USD":"BGF GLOBAL LONG-HORIZON EQUITY  \"A4\" (USD) INC","AMUU":"2倍做多AMD ETF-Direxion","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1301847155.USD":"BGF GLOBAL MULTI-ASSET INCOME FUND \"A4G\" (USD) INC","AMYY":"GraniteShares YieldBOOST AMD ETF","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0726765562.USD":"JPM GLOBAL INCOME \"A\" (USD HEDGED) INC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU2347655073.USD":"JPM GLOBAL INCOME \"A\" (USDHDG) INC A","LU1303367103.USD":"摩根大通多经理另类基金 A (acc)","LU2098885051.SGD":"JPMorgan Funds - Multi-Manager Alternatives A (acc) SGD","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","BK4543":"AI","BK4512":"苹果概念","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU2087625088.SGD":"ALLSPRING  US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","IE000F7OJYX1.SGD":"RQI GLOBAL \"I\" (SGDHDG) INC","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LTL":"PROSHARES ULTRA COMMUNICATION SERVICES","IE0000B7K699.USD":"RQI GLOBAL \"I\" (USD) INC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","IE000BZT7R73.USD":"RQI GLOBAL \"I\" (USD) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","IE000MB6IJN5.SGD":"RQI GLOBAL \"I\" (SGD) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU0314104364.USD":"MANULIFE GF AMERICAN GROWTH \"AA\" (USD) INC","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","AMD":"美国超微公司","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","BK4554":"元宇宙及AR概念","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU1489326972.SGD":"First Eagle Amundi International AHS-MD SGD-H","XDAT":"Franklin Exponential Data ETF","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4077":"互动媒体与服务","LU0949170772.SGD":"Blackrock Global Equity Income A6 SGD-H","SG9999002232.USD":"Allianz Global High Payout USD","IE000WAW04H5.SGD":"RQI GLOBAL \"I\" (SGD) INC A","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","SG9999002224.SGD":"Allianz Global High Payout SGD","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","IE000SO60NU8.SGD":"RQI GLOBAL \"I\" (SGDHDG) ACC A","WISE":"THEMES GENERATIVE ARTIFICIAL INTELLIGENCE ETF","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU0738911758.USD":"Blackrock Global Equity Income A6 USD","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU0552385451.USD":"摩根士丹利投资基金-环球机会基金 C","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0949170426.SGD":"Blackrock Global Multi-Asset Income A6 SGD-H","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","AIQ":"Global X Artificial Intelligence & Technology ETF","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU1201861249.SGD":"Natixis Harris Associates US Equity PA SGD-H","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU0980610538.SGD":"Natixis Harris Associates US Equity RA SGD-H","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU1046421795.USD":"富达环球科技A-ACC","LU0784384876.USD":"Blackrock Global Multi-Asset Income A6 USD","HK0000304805.HKD":"PICTET 战略收益基金 P类港元","HK0000304797.USD":"PICTET 战略收益基金 P类 美元"},"source_url":"https://wallstreetcn.com/articles/3777659","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2653737110","content_text":"Meta在AI基础设施领域的一系列决策失误，正以数十亿美元的代价暴露出其组织文化的深层问题。据芯片行业研究机构SemiAnalysis最新披露，Meta正要求AMD为其定制一款大幅削减规格的MI450X芯片——计算单元减半、HBM内存堆叠数从12层降至8层，内存容量缩水近三分之二。SemiAnalysis直接将这一决定定性为\"灾难性\"，并公开呼吁AMD绕开Meta基础设施团队，直接与Meta旗下超级智能实验室TBD Lab对接，推动采购标准版MI450X。这一事件并非孤立。SemiAnalysis指出，从逾25亿美元的Rivos收购案，到H100定制服务器Grand Teton、再到GB200定制方案Ariel，Meta基础设施团队的决策模式呈现出一贯的过度工程化、缺乏软硬件协同设计、以及短期政治导向压倒长期技术合理性的特征。\"Meta基础设施团队需要一次文化重置，\"SemiAnalysis写道。AMD最强芯片遭\"阉割\"，GenAI性能严重受损AMD MI450X是目前市场上硅工程规格最为激进的GPU之一：采用2纳米制程、混合键合封装技术、12层HBM4内存堆叠，以及市场上最大的CoWoS光罩尺寸，代表了当前封装与存储密度的天花板。然而据SemiAnalysis披露，Meta所订购的定制版本将计算硅面积减半、HBM堆叠从12-Hi降至8-Hi，相当于同时压缩了算力与内存带宽两项核心指标。Meta基础设施团队给出的理由是：该配置面向推荐系统（RecSys）工作负载设计，旨在提升CPU与GPU的计算比例。问题在于，这一决定是在TBD Lab成立之前作出的，后者作为Meta核心大模型研究团队，对这款芯片毫无兴趣。SemiAnalysis明确表示，相较于英伟达的Vera Rubin，被削减规格的MI450对TBD Lab毫无吸引力，\"TBD将大幅倾向于Rubin\"。这意味着AMD在Meta的出货量将因这一决策受到严重冲击。SemiAnalysis在报告中罕见地直接向AMD喊话：\"AMD需要站出来，直接与TBD团队合作，确保他们拿到正常版MI450，而不是这个对GenAI毫无价值的阉割版。\"Rivos收购：逾25亿美元换来一地鸡毛Meta基础设施决策失误的另一典型案例，是2024年以逾25亿美元完成的Rivos收购。据SemiAnalysis，Meta内部芯片部门鲜有人真正理解这笔收购的战略逻辑，当初推动该交易的人士此后已趋于沉默。主流看法是：Meta资金充裕，定制芯片赛道升温，加之此前已在授权Rivos知识产权，管理层认为不如将其整体收入囊中。然而交易结构本身已埋下隐患。Rivos创始团队坚持全员打包出售，Meta不得不买下整家公司，随后大幅裁撤其不需要的部门。报道援引前Meta芯片员工称，收购由Meta硅片负责人Yee Jiun Song主导，过程中遭遇内部反对，但交易完成后其本人兴趣已然减退。现有芯片团队管理者将Rivos工程师视为\"免费人力\"，各自划入麾下，原有团队架构迅速瓦解。从技术层面看，收购的核心价值——Rivos的SIMT架构GPU IP——已随着原计划搭载该技术的\"Olympus\"芯片项目被取消而烟消云散。接替方案\"Phoebe\"项目预计最早2028年流片，但SemiAnalysis指出，内部对其能否落地并不乐观。人员流失同样触目惊心。据SemiAnalysis，约30%的Rivos员工在近期裁员中离职，联合创始人Mark Hayter已经离开，另有多名前Rivos人员在首批RSU于今年5月归属后转投Gerard Williams创立的芯片初创公司Nuvacore。SemiAnalysis还透露，Rivos首席执行官兼联合创始人Puneet Kumar可能在其Meta股份全部归属后一两年内离职。Grand Teton与Ariel：重复上演的设计代价Meta的定制化偏执并非新近才有。其H100定制服务器Grand Teton，在标准HGX服务器基础上额外增加了一个交换机托盘，搭载四颗博通PCIe交换机、16块SSD和八块网卡，目的是为每台服务器提供更多直连存储，用于训练检查点保存。然而实际投入生产后，模型团队对这些存储的使用远低于预期，该设计最终被放弃。SemiAnalysis指出，这是Meta硬件与软件团队缺乏协同设计的典型体现——基础设施团队为未被充分使用的功能付出了更高的物料成本与功耗代价，同时还增加了对博通的依赖，而这与Meta试图降低对英伟达网络设备依赖的初衷背道而驰。进入Blackwell时代，Meta的定制方案\"Ariel\"延续了类似逻辑。标准GB200规格为每颗Grace CPU搭配两颗B200 GPU，而Ariel将其改为一对一配置，GPU数量减半。理由同样是为RecSys工作负载提升CPU比例。据SemiAnalysis测算，Ariel NVL36x2方案的总拥有成本（TCO）比标准GB200 NVL72高出14%，而额外支出换来的更多CPU与DRAM资源，恰恰是大模型团队不需要的。由于采用跨机架连接方案以弥补GPU数量减少导致的组网缺口，网络延迟与可靠性问题随之而来。与此同时，最初被认为不稳定的NVL72背板已逐渐成熟，Meta对这一技术风险的判断事后证明有误。SemiAnalysis表示，Meta的GB300服务器已回归标准配置——这本身即是对Ariel方案的否定。文化根源：短期考核压倒长期战略SemiAnalysis将上述问题归因于Meta基础设施团队的组织文化。该机构指出，Meta的六个月绩效考核周期每轮淘汰最末10%至15%的员工，导致团队倾向于追求短期可见成果而非长期技术布局。部分管理者热衷于推动高曝光度但快速可交付的项目，交付后迅速转向，这一做法被内部称为\"粉刷门面\"（window washing）。与此同时，鲜少有人公开挑战上级决策，导致错误难以被及时纠正。供应链团队在工程决策中话语权有限，进一步放大了上述问题。SemiAnalysis指出，部分供应商已因Meta频繁的方向变动而降低对其新项目的优先级，转而优先保障亚马逊或谷歌的需求。SemiAnalysis将这一现象类比于Meta旗下Reality Labs的扩张历程——在大规模裁员到来之前，数十亿美元被投入庞大的工程团队与研发项目之中。如今，随着Meta着手向外部客户出售算力，这种内部文化的代价将更加直接地暴露在市场面前。","news_type":1,"symbols_score_info":{"USXF":0.6,"AMDL":0.6,"XDAT":0.6,"FAI":0.6,"AMDS":0.6,"QQQA":0.6,"NULC":0.6,"XLC":0.6,"ILDR":0.6,"LEGR":0.6,"FBL":0.6,"AMDD":0.6,"IETC":0.6,"AMYY":0.6,"METD":0.6,"METV":0.6,"AIQ":0.6,"TEK":0.6,"AMDW":0.6,"VOX":0.6,"TRFK":0.6,"FBYY":0.6,"XNTK":0.6,"META":2.1,"METU":0.6,"METW":0.6,"AMUU":0.6,"ARTY":0.6,"LTL":0.6,"BAI":0.6,"FBY":0.6,"OGIG":0.6,"AMDY":0.6,"AMDU":0.6,"GXPC":0.6,"GAMR":0.6,"CNAV":0.6,"AMDG":0.6,"WISE":0.6,"SOCL":0.6,"TTEQ":0.6,"DAMD":0.6,"AMD":2.1,"AIS":0.6,"WUGI":0.6,"RSPC":0.6,"FCOM":0.6,"TRUC":0.6}},"isVote":1,"tweetType":1,"viewCount":67,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526296131871016,"gmtCreate":1769518058218,"gmtModify":1769518060726,"author":{"id":"3555907690547293","authorId":"3555907690547293","name":"macross","avatar":"https://static.tigerbbs.com/631cafac4969848d4fda4acffdce82d4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555907690547293","authorIdStr":"3555907690547293"},"themes":[],"title":"","htmlText":"‌发生啥了? 怎么盘前大跌了? ‌<a href=\"\">[汗颜]&nbsp;</a>‌‌","listText":"‌发生啥了? 怎么盘前大跌了? ‌<a href=\"\">[汗颜]&nbsp;</a>‌‌","text":"‌发生啥了? 怎么盘前大跌了? ‌[汗颜] ‌‌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526296131871016","isVote":1,"tweetType":1,"viewCount":1163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":484530519868120,"gmtCreate":1759322635557,"gmtModify":1759322637495,"author":{"id":"3555907690547293","authorId":"3555907690547293","name":"macross","avatar":"https://static.tigerbbs.com/631cafac4969848d4fda4acffdce82d4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555907690547293","authorIdStr":"3555907690547293"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/RDDT\">$Reddit(RDDT)$ &nbsp;</a>‌reddit, reddit, 你醒醒, 你怎么了? 医生, 医生...","listText":"‌<a href=\"https://laohu8.com/S/RDDT\">$Reddit(RDDT)$ &nbsp;</a>‌reddit, reddit, 你醒醒, 你怎么了? 医生, 医生...","text":"‌$Reddit(RDDT)$ ‌reddit, reddit, 你醒醒, 你怎么了? 医生, 医生...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/484530519868120","isVote":1,"tweetType":1,"viewCount":1964,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":420942912189072,"gmtCreate":1743800208420,"gmtModify":1743800209838,"author":{"id":"3555907690547293","authorId":"3555907690547293","name":"macross","avatar":"https://static.tigerbbs.com/631cafac4969848d4fda4acffdce82d4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555907690547293","authorIdStr":"3555907690547293"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a> 一朝回到解放前[捂脸]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a> 一朝回到解放前[捂脸]&nbsp;&nbsp;","text":"$老虎证券(TIGR)$ 一朝回到解放前[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/420942912189072","isVote":1,"tweetType":1,"viewCount":3463,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559599861529023","authorId":"3559599861529023","name":"Steven12","avatar":"https://static.tigerbbs.com/fbd2db96dfe2c4afd2e231b1cbf758bd","crmLevel":6,"crmLevelSwitch":0,"idStr":"3559599861529023","authorIdStr":"3559599861529023"},"content":"是要抄家，不是回到解放前。","text":"是要抄家，不是回到解放前。","html":"是要抄家，不是回到解放前。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383018896773224,"gmtCreate":1734539593667,"gmtModify":1734539597054,"author":{"id":"3555907690547293","authorId":"3555907690547293","name":"macross","avatar":"https://static.tigerbbs.com/631cafac4969848d4fda4acffdce82d4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555907690547293","authorIdStr":"3555907690547293"},"themes":[],"title":"","htmlText":"‌<a href=\"https://www.laohu8.com/S/TSLA\">$特斯拉(TSLA)$ &nbsp;</a>‌‌<a href=\"https://www.laohu8.com/OPT/TSLA 20241220 475.0 CALL\">$TSLA 20241220 475.0 CALL$ &nbsp;</a>‌这是不过500不死心呀...","listText":"‌<a href=\"https://www.laohu8.com/S/TSLA\">$特斯拉(TSLA)$ &nbsp;</a>‌‌<a href=\"https://www.laohu8.com/OPT/TSLA 20241220 475.0 CALL\">$TSLA 20241220 475.0 CALL$ &nbsp;</a>‌这是不过500不死心呀...","text":"‌$特斯拉(TSLA)$ ‌‌$TSLA 20241220 475.0 CALL$ ‌这是不过500不死心呀...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383018896773224","isVote":1,"tweetType":1,"viewCount":2861,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362819285655792,"gmtCreate":1729601285991,"gmtModify":1729608003212,"author":{"id":"3555907690547293","authorId":"3555907690547293","name":"macross","avatar":"https://static.tigerbbs.com/631cafac4969848d4fda4acffdce82d4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555907690547293","authorIdStr":"3555907690547293"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ &nbsp;</a>‌这是要准备杀猪了?","listText":"‌<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ &nbsp;</a>‌这是要准备杀猪了?","text":"‌$老虎证券(TIGR)$ ‌这是要准备杀猪了?","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":4,"commentSize":18,"repostSize":0,"link":"https://laohu8.com/post/362819285655792","isVote":1,"tweetType":1,"viewCount":11138,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"36992157811200","authorId":"36992157811200","name":"老虎国际","avatar":"https://static.tigerbbs.com/801219a1b6ce93d3dd574afc3dcc9be9","crmLevel":1,"crmLevelSwitch":0,"idStr":"36992157811200","authorIdStr":"36992157811200"},"content":"感谢您对老虎的关注。公司本次计划新增发行1500万股美国存托凭证（ADSs），新增资金将推动公司业务拓展与深化，加大核心市场投入，争取更多优质客户巩固并扩大市场份额，也将用于强化资本基础，为客户提供更为充足的保证金支持。发行动作只是为了提升公司的综合竞争力，我们将持续为公司及所有股东创造长期价值。","text":"感谢您对老虎的关注。公司本次计划新增发行1500万股美国存托凭证（ADSs），新增资金将推动公司业务拓展与深化，加大核心市场投入，争取更多优质客户巩固并扩大市场份额，也将用于强化资本基础，为客户提供更为充足的保证金支持。发行动作只是为了提升公司的综合竞争力，我们将持续为公司及所有股东创造长期价值。","html":"感谢您对老虎的关注。公司本次计划新增发行1500万股美国存托凭证（ADSs），新增资金将推动公司业务拓展与深化，加大核心市场投入，争取更多优质客户巩固并扩大市场份额，也将用于强化资本基础，为客户提供更为充足的保证金支持。发行动作只是为了提升公司的综合竞争力，我们将持续为公司及所有股东创造长期价值。"},{"author":{"id":"7439501537264525","authorId":"7439501537264525","name":"嘿嘿嘿哈哈日哦","avatar":"https://static.laohu8.com/27072f5849a3489cf82092dadd9bf118","crmLevel":3,"crmLevelSwitch":0,"idStr":"7439501537264525","authorIdStr":"7439501537264525"},"content":"上个季度一个亿的坏账；高管十一套现，现在增发。一系列骚操作","text":"上个季度一个亿的坏账；高管十一套现，现在增发。一系列骚操作","html":"上个季度一个亿的坏账；高管十一套现，现在增发。一系列骚操作"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":334047791857832,"gmtCreate":1722587619770,"gmtModify":1722587621898,"author":{"id":"3555907690547293","authorId":"3555907690547293","name":"macross","avatar":"https://static.tigerbbs.com/631cafac4969848d4fda4acffdce82d4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555907690547293","authorIdStr":"3555907690547293"},"themes":[],"title":"","htmlText":"intel put, amd get. AMD yes","listText":"intel put, amd get. AMD yes","text":"intel put, amd get. AMD yes","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/334047791857832","isVote":1,"tweetType":1,"viewCount":3208,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":615676664,"gmtCreate":1652955006958,"gmtModify":1652955006958,"author":{"id":"3555907690547293","authorId":"3555907690547293","name":"macross","avatar":"https://static.tigerbbs.com/631cafac4969848d4fda4acffdce82d4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555907690547293","authorIdStr":"3555907690547293"},"themes":[],"title":"","htmlText":"一篇缝合怪文章, 没自己分析和主见.&nbsp;","listText":"一篇缝合怪文章, 没自己分析和主见.&nbsp;","text":"一篇缝合怪文章, 没自己分析和主见.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615676664","repostId":"1152395035","repostType":2,"isVote":1,"tweetType":1,"viewCount":3674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":619044745,"gmtCreate":1648860453726,"gmtModify":1648860453726,"author":{"id":"3555907690547293","authorId":"3555907690547293","name":"macross","avatar":"https://static.tigerbbs.com/631cafac4969848d4fda4acffdce82d4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555907690547293","authorIdStr":"3555907690547293"},"themes":[],"title":"","htmlText":"得了吧，人家交了150亿美刀的税，别忘了 小编。","listText":"得了吧，人家交了150亿美刀的税，别忘了 小编。","text":"得了吧，人家交了150亿美刀的税，别忘了 小编。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/619044745","repostId":"1165693615","repostType":2,"isVote":1,"tweetType":1,"viewCount":4321,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697747290,"gmtCreate":1642606171785,"gmtModify":1642606171785,"author":{"id":"3555907690547293","authorId":"3555907690547293","name":"macross","avatar":"https://static.tigerbbs.com/631cafac4969848d4fda4acffdce82d4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555907690547293","authorIdStr":"3555907690547293"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>‌木头姐在卖股票?按道理下周财报,不应该呀.","listText":"‌<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>‌木头姐在卖股票?按道理下周财报,不应该呀.","text":"‌$特斯拉(TSLA)$‌木头姐在卖股票?按道理下周财报,不应该呀.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697747290","isVote":1,"tweetType":1,"viewCount":3576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":825126705,"gmtCreate":1634211343594,"gmtModify":1634211403704,"author":{"id":"3555907690547293","authorId":"3555907690547293","name":"macross","avatar":"https://static.tigerbbs.com/631cafac4969848d4fda4acffdce82d4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555907690547293","authorIdStr":"3555907690547293"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> 这...盘前跌成狗, 7块见","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a> 这...盘前跌成狗, 7块见","text":"$老虎证券(TIGR)$ 这...盘前跌成狗, 7块见","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/825126705","isVote":1,"tweetType":1,"viewCount":3499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":897311575,"gmtCreate":1628881546897,"gmtModify":1628881546897,"author":{"id":"3555907690547293","authorId":"3555907690547293","name":"macross","avatar":"https://static.tigerbbs.com/631cafac4969848d4fda4acffdce82d4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555907690547293","authorIdStr":"3555907690547293"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>涨个毛，那么多抛单","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>涨个毛，那么多抛单","text":"$老虎证券(TIGR)$涨个毛，那么多抛单","images":[{"img":"https://static.tigerbbs.com/390e5132bd65bc2dbed1dab2a12af758","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/897311575","isVote":1,"tweetType":1,"viewCount":3317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":806858751,"gmtCreate":1627650904973,"gmtModify":1627650904973,"author":{"id":"3555907690547293","authorId":"3555907690547293","name":"macross","avatar":"https://static.tigerbbs.com/631cafac4969848d4fda4acffdce82d4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555907690547293","authorIdStr":"3555907690547293"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>盘前这是啥情况？","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>盘前这是啥情况？","text":"$老虎证券(TIGR)$盘前这是啥情况？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/806858751","isVote":1,"tweetType":1,"viewCount":2770,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":159582647,"gmtCreate":1624974364589,"gmtModify":1624974364589,"author":{"id":"3555907690547293","authorId":"3555907690547293","name":"macross","avatar":"https://static.tigerbbs.com/631cafac4969848d4fda4acffdce82d4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555907690547293","authorIdStr":"3555907690547293"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>好耶，30冲冲冲","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>好耶，30冲冲冲","text":"$老虎证券(TIGR)$好耶，30冲冲冲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/159582647","isVote":1,"tweetType":1,"viewCount":2568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367433087,"gmtCreate":1614960319049,"gmtModify":1703483661301,"author":{"id":"3555907690547293","authorId":"3555907690547293","name":"macross","avatar":"https://static.tigerbbs.com/631cafac4969848d4fda4acffdce82d4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555907690547293","authorIdStr":"3555907690547293"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>感觉有人在狙击ark","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>感觉有人在狙击ark","text":"$特斯拉(TSLA)$感觉有人在狙击ark","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/367433087","isVote":1,"tweetType":1,"viewCount":4731,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":369115502,"gmtCreate":1614008085406,"gmtModify":1614008085406,"author":{"id":"3555907690547293","authorId":"3555907690547293","name":"macross","avatar":"https://static.tigerbbs.com/631cafac4969848d4fda4acffdce82d4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555907690547293","authorIdStr":"3555907690547293"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>干点正事吧，巴巴托斯.","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>干点正事吧，巴巴托斯.","text":"$特斯拉(TSLA)$干点正事吧，巴巴托斯.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/369115502","isVote":1,"tweetType":1,"viewCount":4021,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338477999,"gmtCreate":1609952695811,"gmtModify":1703741656426,"author":{"id":"3555907690547293","authorId":"3555907690547293","name":"macross","avatar":"https://static.tigerbbs.com/631cafac4969848d4fda4acffdce82d4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555907690547293","authorIdStr":"3555907690547293"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 目标777. 哈哈, 就喜欢看爆锤空头,按在地上摩擦火花四溅/","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 目标777. 哈哈, 就喜欢看爆锤空头,按在地上摩擦火花四溅/","text":"$特斯拉(TSLA)$ 目标777. 哈哈, 就喜欢看爆锤空头,按在地上摩擦火花四溅/","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/338477999","isVote":1,"tweetType":1,"viewCount":4604,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":362819285655792,"gmtCreate":1729601285991,"gmtModify":1729608003212,"author":{"id":"3555907690547293","authorId":"3555907690547293","name":"macross","avatar":"https://static.tigerbbs.com/631cafac4969848d4fda4acffdce82d4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555907690547293","authorIdStr":"3555907690547293"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ &nbsp;</a>‌这是要准备杀猪了?","listText":"‌<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ &nbsp;</a>‌这是要准备杀猪了?","text":"‌$老虎证券(TIGR)$ ‌这是要准备杀猪了?","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":4,"commentSize":18,"repostSize":0,"link":"https://laohu8.com/post/362819285655792","isVote":1,"tweetType":1,"viewCount":11138,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"36992157811200","authorId":"36992157811200","name":"老虎国际","avatar":"https://static.tigerbbs.com/801219a1b6ce93d3dd574afc3dcc9be9","crmLevel":1,"crmLevelSwitch":0,"idStr":"36992157811200","authorIdStr":"36992157811200"},"content":"感谢您对老虎的关注。公司本次计划新增发行1500万股美国存托凭证（ADSs），新增资金将推动公司业务拓展与深化，加大核心市场投入，争取更多优质客户巩固并扩大市场份额，也将用于强化资本基础，为客户提供更为充足的保证金支持。发行动作只是为了提升公司的综合竞争力，我们将持续为公司及所有股东创造长期价值。","text":"感谢您对老虎的关注。公司本次计划新增发行1500万股美国存托凭证（ADSs），新增资金将推动公司业务拓展与深化，加大核心市场投入，争取更多优质客户巩固并扩大市场份额，也将用于强化资本基础，为客户提供更为充足的保证金支持。发行动作只是为了提升公司的综合竞争力，我们将持续为公司及所有股东创造长期价值。","html":"感谢您对老虎的关注。公司本次计划新增发行1500万股美国存托凭证（ADSs），新增资金将推动公司业务拓展与深化，加大核心市场投入，争取更多优质客户巩固并扩大市场份额，也将用于强化资本基础，为客户提供更为充足的保证金支持。发行动作只是为了提升公司的综合竞争力，我们将持续为公司及所有股东创造长期价值。"},{"author":{"id":"7439501537264525","authorId":"7439501537264525","name":"嘿嘿嘿哈哈日哦","avatar":"https://static.laohu8.com/27072f5849a3489cf82092dadd9bf118","crmLevel":3,"crmLevelSwitch":0,"idStr":"7439501537264525","authorIdStr":"7439501537264525"},"content":"上个季度一个亿的坏账；高管十一套现，现在增发。一系列骚操作","text":"上个季度一个亿的坏账；高管十一套现，现在增发。一系列骚操作","html":"上个季度一个亿的坏账；高管十一套现，现在增发。一系列骚操作"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":420942912189072,"gmtCreate":1743800208420,"gmtModify":1743800209838,"author":{"id":"3555907690547293","authorId":"3555907690547293","name":"macross","avatar":"https://static.tigerbbs.com/631cafac4969848d4fda4acffdce82d4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555907690547293","authorIdStr":"3555907690547293"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a> 一朝回到解放前[捂脸]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$ </a> 一朝回到解放前[捂脸]&nbsp;&nbsp;","text":"$老虎证券(TIGR)$ 一朝回到解放前[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/420942912189072","isVote":1,"tweetType":1,"viewCount":3463,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3559599861529023","authorId":"3559599861529023","name":"Steven12","avatar":"https://static.tigerbbs.com/fbd2db96dfe2c4afd2e231b1cbf758bd","crmLevel":6,"crmLevelSwitch":0,"idStr":"3559599861529023","authorIdStr":"3559599861529023"},"content":"是要抄家，不是回到解放前。","text":"是要抄家，不是回到解放前。","html":"是要抄家，不是回到解放前。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367433087,"gmtCreate":1614960319049,"gmtModify":1703483661301,"author":{"id":"3555907690547293","authorId":"3555907690547293","name":"macross","avatar":"https://static.tigerbbs.com/631cafac4969848d4fda4acffdce82d4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555907690547293","authorIdStr":"3555907690547293"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>感觉有人在狙击ark","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>感觉有人在狙击ark","text":"$特斯拉(TSLA)$感觉有人在狙击ark","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/367433087","isVote":1,"tweetType":1,"viewCount":4731,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":369115502,"gmtCreate":1614008085406,"gmtModify":1614008085406,"author":{"id":"3555907690547293","authorId":"3555907690547293","name":"macross","avatar":"https://static.tigerbbs.com/631cafac4969848d4fda4acffdce82d4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555907690547293","authorIdStr":"3555907690547293"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>干点正事吧，巴巴托斯.","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>干点正事吧，巴巴托斯.","text":"$特斯拉(TSLA)$干点正事吧，巴巴托斯.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/369115502","isVote":1,"tweetType":1,"viewCount":4021,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":897311575,"gmtCreate":1628881546897,"gmtModify":1628881546897,"author":{"id":"3555907690547293","authorId":"3555907690547293","name":"macross","avatar":"https://static.tigerbbs.com/631cafac4969848d4fda4acffdce82d4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555907690547293","authorIdStr":"3555907690547293"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>涨个毛，那么多抛单","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>涨个毛，那么多抛单","text":"$老虎证券(TIGR)$涨个毛，那么多抛单","images":[{"img":"https://static.tigerbbs.com/390e5132bd65bc2dbed1dab2a12af758","width":"1080","height":"2340"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/897311575","isVote":1,"tweetType":1,"viewCount":3317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":159582647,"gmtCreate":1624974364589,"gmtModify":1624974364589,"author":{"id":"3555907690547293","authorId":"3555907690547293","name":"macross","avatar":"https://static.tigerbbs.com/631cafac4969848d4fda4acffdce82d4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555907690547293","authorIdStr":"3555907690547293"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>好耶，30冲冲冲","listText":"<a href=\"https://laohu8.com/S/TIGR\">$老虎证券(TIGR)$</a>好耶，30冲冲冲","text":"$老虎证券(TIGR)$好耶，30冲冲冲","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/159582647","isVote":1,"tweetType":1,"viewCount":2568,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":338477999,"gmtCreate":1609952695811,"gmtModify":1703741656426,"author":{"id":"3555907690547293","authorId":"3555907690547293","name":"macross","avatar":"https://static.tigerbbs.com/631cafac4969848d4fda4acffdce82d4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555907690547293","authorIdStr":"3555907690547293"},"themes":[],"title":"","htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 目标777. 哈哈, 就喜欢看爆锤空头,按在地上摩擦火花四溅/","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 目标777. 哈哈, 就喜欢看爆锤空头,按在地上摩擦火花四溅/","text":"$特斯拉(TSLA)$ 目标777. 哈哈, 就喜欢看爆锤空头,按在地上摩擦火花四溅/","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/338477999","isVote":1,"tweetType":1,"viewCount":4604,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]希望您能在老虎社区玩得愉快、赚得开心！如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":615676664,"gmtCreate":1652955006958,"gmtModify":1652955006958,"author":{"id":"3555907690547293","authorId":"3555907690547293","name":"macross","avatar":"https://static.tigerbbs.com/631cafac4969848d4fda4acffdce82d4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555907690547293","authorIdStr":"3555907690547293"},"themes":[],"title":"","htmlText":"一篇缝合怪文章, 没自己分析和主见.&nbsp;","listText":"一篇缝合怪文章, 没自己分析和主见.&nbsp;","text":"一篇缝合怪文章, 没自己分析和主见.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/615676664","repostId":"1152395035","repostType":2,"isVote":1,"tweetType":1,"viewCount":3674,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":697747290,"gmtCreate":1642606171785,"gmtModify":1642606171785,"author":{"id":"3555907690547293","authorId":"3555907690547293","name":"macross","avatar":"https://static.tigerbbs.com/631cafac4969848d4fda4acffdce82d4","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3555907690547293","authorIdStr":"3555907690547293"},"themes":[],"title":"","htmlText":"‌<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>‌木头姐在卖股票?按道理下周财报,不应该呀.","listText":"‌<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>‌木头姐在卖股票?按道理下周财报,不应该呀.","text":"‌$特斯拉(TSLA)$‌木头姐在卖股票?按道理下周财报,不应该呀.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/697747290","isVote":1,"tweetType":1,"viewCount":3576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}