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别买期权

别买期权

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0勋章

09-22 23:34

$苹果(AAPL)$ 舒服了

09-22 21:07

🍠 威力这么大吗

Bybit华语负责人：平台被盗传闻源自小红书虚假信息

09-19

open 这么有钱？又是给甲骨文大单又是千亿服务器

预防算力危机！OpenAI计划投入1000亿美元租备用服务器

09-18

能查出来了der[无语]

抱歉，原内容已删除

09-17

$Bullish(BLSH)$ 财报呢

09-15

$2倍做多GOOGL-Direxion(GGLL)$

09-15

$GOOG 20250926 255.0 CALL$ [贱笑] [贱笑] [贱笑]

09-06

$GRANITESHARES 2X LONG AMD DAILY ETF(AMDL)$ 再跌就不礼貌了哦

09-05

没啥影响这俩人最会演戏了可能过两天又单独吃饭呢 [可爱]

08-29

goog也有外卖业务？

阿里、谷歌，全球唯二具备全栈AI技术能力的科技巨头

08-29

又不是第一次了

超微电脑自曝财务内控存重大缺陷，恐影响财报准确性

08-28

$2倍做多GOOGL-Direxion(GGLL)$ 你不要再涨啦

08-28

$谷歌(GOOG)$ 你不要再涨啦

08-28

$谷歌(GOOG)$ 你不要再涨啦

08-27

$美团-W(03690)$ 明天难了

08-23

学习了

08-22

硬起来了

报道：台积电考虑退还美政府资金，避免“补贴换股份”

08-22

$Defiance Daily Target 2X Long LLY ETF(LLYX)$

08-22

$2倍做多GOOGL-Direxion(GGLL)$ 没想到是goog最稳

08-14

$AMD 20250905 200.0 CALL$ amd总是有惊喜

去老虎APP查看更多动态

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威力这么大吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481370488587080","repostId":"1145809766","repostType":2,"repost":{"id":"1145809766","kind":"news","pubTimestamp":1758524464,"share":"https://www.laohu8.com/m/news/1145809766?lang=&edition=full","pubTime":"2025-09-22 15:01","market":"us","language":"zh","title":"Bybit华语负责人：平台被盗传闻源自小红书虚假信息","url":"https://stock-news.laohu8.com/highlight/detail?id=1145809766","media":"TechFlow","summary":"9 月 22 日，Bybit华语负责人Tina今日在社交平台发文辟谣，表示目前社区流传的\"9月22日Bybit被盗\"信息纯属谣言。据Tina透露，该谣言源自一个仅有59个粉丝的小红书账号发布的虚假信息。社区用户不要继续传播该不实消息，以免造成不必要的恐慌。","content":"<html><head></head><body><p>9 月 22 日，Bybit华语负责人Tina今日在社交平台发文辟谣，表示目前社区流传的&#34;9月22日Bybit被盗&#34;信息纯属谣言。据Tina透露，该谣言源自一个仅有59个粉丝的小红书账号发布的虚假信息。社区用户不要继续传播该不实消息，以免造成不必要的恐慌。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/adf0d92a5ee6da5aabee4802c84f30f6\" title=\"\" tg-width=\"606\" 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又是给甲骨文大单又是千亿服务器","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/480349658272232","repostId":"1185605690","repostType":2,"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\" 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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":38,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"3472532348212000","authorIdStr":"3472532348212000"},"content":"OpenAI跟微软签了新合约，每年可以不用再向爹进贡500亿","text":"OpenAI跟微软签了新合约，每年可以不用再向爹进贡500亿","html":"OpenAI跟微软签了新合约，每年可以不用再向爹进贡500亿"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479924173321040,"gmtCreate":1758192774567,"gmtModify":1758194367283,"author":{"id":"3574718097407891","authorId":"3574718097407891","name":"别买期权","avatar":"https://static.tigerbbs.com/f99b61dad72dd027a528242e56f725ae","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574718097407891","authorIdStr":"3574718097407891"},"themes":[],"htmlText":"能查出来了der[无语]&nbsp;&nbsp;","listText":"能查出来了der[无语]&nbsp;&nbsp;","text":"能查出来了der[无语]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479924173321040","repostId":"2568476620","repostType":2,"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479610698473688,"gmtCreate":1758116139110,"gmtModify":1758116140836,"author":{"id":"3574718097407891","authorId":"3574718097407891","name":"别买期权","avatar":"https://static.tigerbbs.com/f99b61dad72dd027a528242e56f725ae","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574718097407891","authorIdStr":"3574718097407891"},"themes":[],"htmlText":"<a 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22:40","market":"us","language":"zh","title":"阿里、谷歌，全球唯二具备全栈AI技术能力的科技巨头","url":"https://stock-news.laohu8.com/highlight/detail?id=1124371126","media":"硬AI","summary":"阿里正成为拥有全栈AI技术的基础设施平台。","content":"<html><head></head><body><p>在2025年激烈动荡的全球AI赛道上， <a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a> 与 <a href=\"https://laohu8.com/S/GOOG\">谷歌</a> ，两个全球头部AI公司，正在不约而同的通过构建全栈式AI，打通从底层硬件到应用的完整闭环生态，也成为全球唯二两家具备全栈AI技术能力的头部科技公司。</p><p style=\"text-align: justify;\">这场攻势的基石是其前所未有的资本开支投入承诺。</p><p style=\"text-align: justify;\">今天，阿里巴巴发布的2026财年Q1（自然年2025年Q2）财报显示，季度资本开支（Capex）386亿元，创历史新高。在财报电话会上，CEO吴泳铭还公布，过去四个季度，阿里巴巴已经在AI基础设施以及AI产品研发上累计投入超过1000亿元。</p><p style=\"text-align: justify;\">AI投入见效，本季度AI+云表现强劲，阿里云收入增长继续加速至26%，AI相关产品收入已连续8个季度实现三位数同比增长。同时，阿里还首次披露：季度AI收入占外部商业化收入的比例已超过20%。</p><p style=\"text-align: justify;\">在AI投入厚度与力度的支撑下，阿里的大模型创新引擎正以惊人的节奏运转。7月内，阿里接连发布并开源了多个重量级模型：Qwen3推理模型，登顶全球最强开源推理模型<strong>；</strong>在经典基础模型，开源的Qwen3新版本全球最强；还有编程能力比肩全球顶尖闭源模型的Qwen3-Coder；以及7月底发布的业界首个采用MoE架构的视频生成模型Wan2.2。</p><p style=\"text-align: justify;\">8月，阿里开源全新文生图模型Qwen-Image，当天即登上Hugging Face的模型榜单首位。8月22日，阿里还发布了Agentic编程平台Qoder。</p><p style=\"text-align: justify;\">这种高频次的模型迭代，正在通过开源策略迅速构建生态护城河。目前，通义千问衍生模型的数量已突破14万，超越Llama成为全球第一大AI开源模型，全球下载量超过4亿次。</p><p style=\"text-align: justify;\">这一系列行动，完美诠释了吴泳铭所确立的“用户为先、AI驱动”的核心战略。</p><h2 id=\"id_1142280390\" style=\"text-align: start;\">跨洋的呼应：谷歌的重注AI与全栈模式的浮现</h2><p style=\"text-align: justify;\">阿里巴巴的AI战略雄心，在太平洋彼岸得到了强有力的呼应。谷歌发布的2025年第二季度财报，让“全栈式AI”的战略模式清晰地浮出水面。</p><p style=\"text-align: justify;\">财报中最引人注目的数据，是谷歌通过提升模型能力，低费用甚至免费各类应用，使得谷歌一个月内的token调用量翻倍，从5月的480万亿大幅跳增至980万亿。</p><p style=\"text-align: justify;\">为应对推理需求大爆发，谷歌将其2025财年的资本支出（Capex）指引，从750亿美元大幅上调至惊人的850亿美元。这种被华尔街分析师形容为“非谷歌式”（un-Googly）的豪赌，与其过去“审慎、成熟”的投资风格大相径庭。</p><p style=\"text-align: justify;\">尽管此举在短期内严重压缩了公司的自由现金流（FCF），但分析师普遍认为，这恰恰是投资者一直“强烈呼吁”的，表明谷歌终于准备“真正认真地对待AI”。</p><p style=\"text-align: justify;\">谷歌的“非理性”豪赌，正是为了构建和强化其全栈AI能力。</p><p style=\"text-align: justify;\">这一模式的核心在于，科技巨头必须掌控从底层到顶层的每一个关键环节，以实现性能、成本和创新速度的极致优化。</p><p style=\"text-align: justify;\">该模式可被清晰地划分为三个层次：</p><ol start=\"1\" style=\"\"><li><p><strong>硬件/基础设施层</strong>：包括自研芯片、服务器集群以及遍布全球的数据中心网络。</p></li><li><p><strong>基础模型层</strong>：拥有一个强大的、作为“智能大脑”的专有大模型，如谷歌的Gemini。</p></li><li><p><strong>应用/生态层</strong>：依托占据市场主导地位的应用程序（如谷歌搜索、YouTube）作为AI技术部署、数据收集和用户触达的主要渠道。</p></li></ol><p style=\"text-align: justify;\">谷歌和阿里不约而同地选择了这条资本密集、全栈式技术的道路，并非巧合。</p><p style=\"text-align: justify;\">这证明全球AI竞争范式正发生着变化：单纯的算法竞赛时代已经结束，取而代之的是一场关于集成系统、资本实力和生态控制力的全面战争。这种AI全栈模式正在成为有志于在全球或区域市场取得AI领导地位的企业的唯一路径，并极大地抬高了行业的准入门槛。</p><h2 id=\"id_2402666338\" style=\"text-align: start;\">全栈AI布局：硬件、模型、应用齐头并进</h2><p style=\"text-align: justify;\">通过对阿里巴巴和谷歌AI战略的深入剖析，可以发现两者在全栈布局的三个层面呈现出惊人的“战略镜像”，尽管具体战术有所差异，但其底层逻辑高度一致。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/91c4721cb9239b819b4e05438c8b4b54\" title=\"\" tg-width=\"1684\" tg-height=\"1448\"/></p><p style=\"text-align: justify;\"><strong>1、算力基座：建设万亿级AI基础设施平台</strong></p><p style=\"text-align: justify;\">控制物理基础设施，是全栈战略的起点。这关乎着整个下游生态的性能和成本，阿里和谷歌都将拥有和运营自有算力视为不可动摇的基石。</p><p style=\"text-align: justify;\">阿里巴巴计划在未来三年投入3800亿元人民币，其明确目标是“建设具备全球技术竞争力的云计算网络”。</p><p style=\"text-align: justify;\">今年以来，阿里云已在全球范围内，包括北京、上海、杭州，及泰国、韩国、马来西亚、迪拜和墨西哥，投入启用8个新的AI和云数据中心及可用区，正式这一计划的初步成果。今年下半年，阿里云的全球基础设施布局将扩展至30个地域、95个可用区。</p><p style=\"text-align: justify;\">谷歌的850亿美元资本支出计划同样聚焦于此，其中约三分之二用于服务器，三分之一用于数据中心建设和网络设备，主要目标是满足云客户对AI算力的旺盛需求，并支撑其内部庞大的AI服务。</p><p style=\"text-align: justify;\"><strong>2、模型中枢：通义千问（Qwen）与Gemini作为生态大脑</strong></p><p style=\"text-align: justify;\">如果说算力是“身体”，那么大模型就是“大脑”。阿里和谷歌都将自己的旗舰模型作为构建开发者生态的核心枢纽，而非仅仅是一个产品。</p><p style=\"text-align: justify;\">阿里巴巴的通义千问（Qwen）系列，选择以开源为主导的生态路径，凭借其高性能和低成本的优势，Qwen在今年迅速登顶全球最强开源模型宝座，全球衍生模型数量超过14万，全球下载量突破4亿。</p><p style=\"text-align: justify;\">通过中国最大的AI开源社区“魔搭”（ModelScope），阿里汇聚了超过1600万开发者，共同构建一个庞大的、以通义为核心的AI生态系统。</p><p style=\"text-align: justify;\">谷歌的Gemini则走了另一条路——深度集成与规模化应用。通过其庞大的现有开发者网络，Gemini已经吸引了超过900万开发者进行构建。其处理能力更是达到了惊人的每月超过980万亿tokens，自5月以来翻了一番。这清晰的展示了谷歌利用其平台优势，将Gemini深度嵌入到全球开发者工作流中的强大能力。</p><p style=\"text-align: justify;\"><strong>3、应用为王：从电商、搜索到万千场景的AI落地</strong></p><p style=\"text-align: justify;\">全栈模式的最终价值，体现在应用层。</p><p style=\"text-align: justify;\">阿里和谷歌都巧妙地利用其占据绝对优势的C端应用，作为AI技术的最佳试验场、分发渠道和数据来源，形成了一个强大的正向反馈飞轮。</p><p style=\"text-align: justify;\">阿里巴巴的飞轮由其庞大的商业生态驱动。最近，高德地图全面AI化，钉钉最新完成AI升级，淘宝平台正从AI搜索、AI广告平台等一系列AI应用升级。财报显示，淘天的AI工具“全站推”持续带动淘天商家经营效率提升。6月淘宝上线百亿参数大模型RecGPT，让“猜你喜欢“更精准，测试显示用户加购次数和停留时长均提升超5%。阿里国际的AI工具Marco日均调用量超10亿次。</p><p style=\"text-align: justify;\">谷歌的飞轮则围绕其核心的搜索和云业务。搜索中的AI Overviews功能已覆盖超过20亿月活跃用户，并使相关搜索的查询量增加了10%。在企业端，谷歌云通过将Gemini功能捆绑进Workspace套件，有效推动了其32%的收入增长。</p><p style=\"text-align: justify;\">这个闭环系统的逻辑是清晰的：应用层（如电商、搜索）产生海量高质量的专有数据和用户反馈，这些数据被用于训练和优化模型层（通义、Gemini）；而更强大的模型反过来又提升了应用体验，吸引更多用户，产生更多数据。</p><p style=\"text-align: justify;\">整个循环在自有的、经过优化的基础设施层上高效运转，构成了难以逾越的竞争壁垒。</p><p style=\"text-align: justify;\">阿里巴巴的全栈AI优势，与一个完整的、端到端的商业生态系统实现了完美结合，这构成了其核心技术壁垒——一个高效运转的“AI飞轮”。</p><h2 id=\"id_4180808803\" style=\"text-align: start;\">结论：不止是技术竞赛，是商业生态的对决</h2><p style=\"text-align: justify;\">阿里巴巴与谷歌在AI战略上走向趋同，共同选择了资本密集、技术垂直的全栈模式，或许将成为定义AI时代格局的关键特征。</p><p style=\"text-align: justify;\">它宣告了一个新时代的到来：未来的竞争，不再是单一算法或产品的较量，而是从芯片、数据中心到大模型，再到杀手级应用的完整生态体系的对决。这不仅是进入顶级赛场的入场券，更是决定胜负的终极武器。</p><p style=\"text-align: justify;\">对于阿里巴巴而言，践行AI全栈战略的意义尤为深远。在坚实的AI基础设施平台上，通过将AI能力注入电商、物流、出行、搜索、办公、金融等千行百业，阿里正在构建一个自我强化、高效变现的商业智能闭环。</p><p style=\"text-align: justify;\">放眼中国市场，这场AI竞赛的终局，胜利者将不取决于谁拥有最聪明的单一模型，而在于谁能构建出最强大、最完善、协同效应最强的AI驱动型商业生态。在这场终极对决中，已经拥有完整商业闭环并全力加码全栈AI的阿里巴巴，无疑已经占据了有利的战略高地。</p></body></html>","source":"lsy1690508328926","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta 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padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n阿里、谷歌，全球唯二具备全栈AI技术能力的科技巨头\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-29 22:40 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3754554><strong>硬AI</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在2025年激烈动荡的全球AI赛道上， 阿里巴巴 与 谷歌 ，两个全球头部AI公司，正在不约而同的通过构建全栈式AI，打通从底层硬件到应用的完整闭环生态，也成为全球唯二两家具备全栈AI技术能力的头部科技公司。这场攻势的基石是其前所未有的资本开支投入承诺。今天，阿里巴巴发布的2026财年Q1（自然年2025年Q2）财报显示，季度资本开支（Capex）386亿元，创历史新高。在财报电话会上，CEO...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3754554\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d752152b73947ff2f4b1c08ab9eecc39","relate_stocks":{"BABA":"阿里巴巴","GOOG":"谷歌"},"source_url":"https://wallstreetcn.com/articles/3754554","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124371126","content_text":"在2025年激烈动荡的全球AI赛道上， 阿里巴巴 与 谷歌 ，两个全球头部AI公司，正在不约而同的通过构建全栈式AI，打通从底层硬件到应用的完整闭环生态，也成为全球唯二两家具备全栈AI技术能力的头部科技公司。这场攻势的基石是其前所未有的资本开支投入承诺。今天，阿里巴巴发布的2026财年Q1（自然年2025年Q2）财报显示，季度资本开支（Capex）386亿元，创历史新高。在财报电话会上，CEO吴泳铭还公布，过去四个季度，阿里巴巴已经在AI基础设施以及AI产品研发上累计投入超过1000亿元。AI投入见效，本季度AI+云表现强劲，阿里云收入增长继续加速至26%，AI相关产品收入已连续8个季度实现三位数同比增长。同时，阿里还首次披露：季度AI收入占外部商业化收入的比例已超过20%。在AI投入厚度与力度的支撑下，阿里的大模型创新引擎正以惊人的节奏运转。7月内，阿里接连发布并开源了多个重量级模型：Qwen3推理模型，登顶全球最强开源推理模型；在经典基础模型，开源的Qwen3新版本全球最强；还有编程能力比肩全球顶尖闭源模型的Qwen3-Coder；以及7月底发布的业界首个采用MoE架构的视频生成模型Wan2.2。8月，阿里开源全新文生图模型Qwen-Image，当天即登上Hugging Face的模型榜单首位。8月22日，阿里还发布了Agentic编程平台Qoder。这种高频次的模型迭代，正在通过开源策略迅速构建生态护城河。目前，通义千问衍生模型的数量已突破14万，超越Llama成为全球第一大AI开源模型，全球下载量超过4亿次。这一系列行动，完美诠释了吴泳铭所确立的“用户为先、AI驱动”的核心战略。跨洋的呼应：谷歌的重注AI与全栈模式的浮现阿里巴巴的AI战略雄心，在太平洋彼岸得到了强有力的呼应。谷歌发布的2025年第二季度财报，让“全栈式AI”的战略模式清晰地浮出水面。财报中最引人注目的数据，是谷歌通过提升模型能力，低费用甚至免费各类应用，使得谷歌一个月内的token调用量翻倍，从5月的480万亿大幅跳增至980万亿。为应对推理需求大爆发，谷歌将其2025财年的资本支出（Capex）指引，从750亿美元大幅上调至惊人的850亿美元。这种被华尔街分析师形容为“非谷歌式”（un-Googly）的豪赌，与其过去“审慎、成熟”的投资风格大相径庭。尽管此举在短期内严重压缩了公司的自由现金流（FCF），但分析师普遍认为，这恰恰是投资者一直“强烈呼吁”的，表明谷歌终于准备“真正认真地对待AI”。谷歌的“非理性”豪赌，正是为了构建和强化其全栈AI能力。这一模式的核心在于，科技巨头必须掌控从底层到顶层的每一个关键环节，以实现性能、成本和创新速度的极致优化。该模式可被清晰地划分为三个层次：硬件/基础设施层：包括自研芯片、服务器集群以及遍布全球的数据中心网络。基础模型层：拥有一个强大的、作为“智能大脑”的专有大模型，如谷歌的Gemini。应用/生态层：依托占据市场主导地位的应用程序（如谷歌搜索、YouTube）作为AI技术部署、数据收集和用户触达的主要渠道。谷歌和阿里不约而同地选择了这条资本密集、全栈式技术的道路，并非巧合。这证明全球AI竞争范式正发生着变化：单纯的算法竞赛时代已经结束，取而代之的是一场关于集成系统、资本实力和生态控制力的全面战争。这种AI全栈模式正在成为有志于在全球或区域市场取得AI领导地位的企业的唯一路径，并极大地抬高了行业的准入门槛。全栈AI布局：硬件、模型、应用齐头并进通过对阿里巴巴和谷歌AI战略的深入剖析，可以发现两者在全栈布局的三个层面呈现出惊人的“战略镜像”，尽管具体战术有所差异，但其底层逻辑高度一致。1、算力基座：建设万亿级AI基础设施平台控制物理基础设施，是全栈战略的起点。这关乎着整个下游生态的性能和成本，阿里和谷歌都将拥有和运营自有算力视为不可动摇的基石。阿里巴巴计划在未来三年投入3800亿元人民币，其明确目标是“建设具备全球技术竞争力的云计算网络”。今年以来，阿里云已在全球范围内，包括北京、上海、杭州，及泰国、韩国、马来西亚、迪拜和墨西哥，投入启用8个新的AI和云数据中心及可用区，正式这一计划的初步成果。今年下半年，阿里云的全球基础设施布局将扩展至30个地域、95个可用区。谷歌的850亿美元资本支出计划同样聚焦于此，其中约三分之二用于服务器，三分之一用于数据中心建设和网络设备，主要目标是满足云客户对AI算力的旺盛需求，并支撑其内部庞大的AI服务。2、模型中枢：通义千问（Qwen）与Gemini作为生态大脑如果说算力是“身体”，那么大模型就是“大脑”。阿里和谷歌都将自己的旗舰模型作为构建开发者生态的核心枢纽，而非仅仅是一个产品。阿里巴巴的通义千问（Qwen）系列，选择以开源为主导的生态路径，凭借其高性能和低成本的优势，Qwen在今年迅速登顶全球最强开源模型宝座，全球衍生模型数量超过14万，全球下载量突破4亿。通过中国最大的AI开源社区“魔搭”（ModelScope），阿里汇聚了超过1600万开发者，共同构建一个庞大的、以通义为核心的AI生态系统。谷歌的Gemini则走了另一条路——深度集成与规模化应用。通过其庞大的现有开发者网络，Gemini已经吸引了超过900万开发者进行构建。其处理能力更是达到了惊人的每月超过980万亿tokens，自5月以来翻了一番。这清晰的展示了谷歌利用其平台优势，将Gemini深度嵌入到全球开发者工作流中的强大能力。3、应用为王：从电商、搜索到万千场景的AI落地全栈模式的最终价值，体现在应用层。阿里和谷歌都巧妙地利用其占据绝对优势的C端应用，作为AI技术的最佳试验场、分发渠道和数据来源，形成了一个强大的正向反馈飞轮。阿里巴巴的飞轮由其庞大的商业生态驱动。最近，高德地图全面AI化，钉钉最新完成AI升级，淘宝平台正从AI搜索、AI广告平台等一系列AI应用升级。财报显示，淘天的AI工具“全站推”持续带动淘天商家经营效率提升。6月淘宝上线百亿参数大模型RecGPT，让“猜你喜欢“更精准，测试显示用户加购次数和停留时长均提升超5%。阿里国际的AI工具Marco日均调用量超10亿次。谷歌的飞轮则围绕其核心的搜索和云业务。搜索中的AI Overviews功能已覆盖超过20亿月活跃用户，并使相关搜索的查询量增加了10%。在企业端，谷歌云通过将Gemini功能捆绑进Workspace套件，有效推动了其32%的收入增长。这个闭环系统的逻辑是清晰的：应用层（如电商、搜索）产生海量高质量的专有数据和用户反馈，这些数据被用于训练和优化模型层（通义、Gemini）；而更强大的模型反过来又提升了应用体验，吸引更多用户，产生更多数据。整个循环在自有的、经过优化的基础设施层上高效运转，构成了难以逾越的竞争壁垒。阿里巴巴的全栈AI优势，与一个完整的、端到端的商业生态系统实现了完美结合，这构成了其核心技术壁垒——一个高效运转的“AI飞轮”。结论：不止是技术竞赛，是商业生态的对决阿里巴巴与谷歌在AI战略上走向趋同，共同选择了资本密集、技术垂直的全栈模式，或许将成为定义AI时代格局的关键特征。它宣告了一个新时代的到来：未来的竞争，不再是单一算法或产品的较量，而是从芯片、数据中心到大模型，再到杀手级应用的完整生态体系的对决。这不仅是进入顶级赛场的入场券，更是决定胜负的终极武器。对于阿里巴巴而言，践行AI全栈战略的意义尤为深远。在坚实的AI基础设施平台上，通过将AI能力注入电商、物流、出行、搜索、办公、金融等千行百业，阿里正在构建一个自我强化、高效变现的商业智能闭环。放眼中国市场，这场AI竞赛的终局，胜利者将不取决于谁拥有最聪明的单一模型，而在于谁能构建出最强大、最完善、协同效应最强的AI驱动型商业生态。在这场终极对决中，已经拥有完整商业闭环并全力加码全栈AI的阿里巴巴，无疑已经占据了有利的战略高地。","news_type":1,"symbols_score_info":{"BABA":1.1,"GOOG":1.1}},"isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472792009433352,"gmtCreate":1756459442821,"gmtModify":1756459444506,"author":{"id":"3574718097407891","authorId":"3574718097407891","name":"别买期权","avatar":"https://static.tigerbbs.com/f99b61dad72dd027a528242e56f725ae","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574718097407891","authorIdStr":"3574718097407891"},"themes":[],"htmlText":"又不是第一次了","listText":"又不是第一次了","text":"又不是第一次了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/472792009433352","repostId":"2563984940","repostType":2,"repost":{"id":"2563984940","kind":"news","pubTimestamp":1756426810,"share":"https://www.laohu8.com/m/news/2563984940?lang=&edition=full","pubTime":"2025-08-29 08:20","market":"us","language":"zh","title":"超微电脑自曝财务内控存重大缺陷，恐影响财报准确性","url":"https://stock-news.laohu8.com/highlight/detail?id=2563984940","media":"智通财经","summary":"智通财经APP获悉，超微电脑警告称，其在财务披露相关控制中存在的薄弱环节，如果不加以解决，可能会损害公司“及时且准确”地报告财务结果的能力。超微电脑在文件中表示：“我们得出结论，截至2025年6月30日，我们在财务报告内部控制方面并不有效，因为这些控制存在重大缺陷。”值得一提的是，在3月31日的一份文件中，超微电脑列出了其为改进财务控制而采取的一系列措施。","content":"<html><head></head><body><p>8月29日，<a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>警告称，其在财务披露相关控制中存在的薄弱环节，如果不加以解决，可能会损害公司“及时且准确”地报告财务结果的能力。</p><p>这家服务器制造商在提交给美国证券交易委员会(SEC)的年度文件中表示，截至6月30日，该公司发现其财务控制存在问题。超微电脑去年错过了2024年8月提交年度财务报告的最后期限，其审计机构安永会计师事务所于同年10月辞职，理由是对该公司的治理和透明度感到担忧。该公司后来才提交了所需的财务报表。</p><p>超微电脑在文件中表示：“我们得出结论，截至2025年6月30日，我们在财务报告内部控制方面并不有效，因为这些控制存在重大缺陷。”该公司还得出结论称，截至同一日期，其披露控制和程序“并不有效”。</p><p>超微电脑表示：“尽管我们已经启动补救措施以应对所发现的重大缺陷，但我们不能保证我们的补救工作将足以让我们得出这些控制在未来会有效的结论。”“我们也不能向您保证，在未来不会出现或被发现额外的重大缺陷。”</p><p>值得一提的是，在3月31日的一份文件中，超微电脑列出了其为改进财务控制而采取的一系列措施。该公司在3月的文件中表示：“尽管我们已在增强财务报告内部控制方面取得进展，但我们仍在实施这些流程、程序和控制的过程中。”“完成实施以及对这些程序进行评估并确保其长期可持续性仍需要更多时间。”</p><p>超微电脑的股价今年曾因市场乐观情绪(认为该公司将受益于人工智能设备需求的激增)而一度上涨88%，直到8月5日该公司下调了其财年的营收预测。此后其股价下跌了23%。截至周四收盘，该股年内累计涨幅缩窄至44%。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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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超微电脑自曝财务内控存重大缺陷，恐影响财报准确性\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-29 08:20 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1338166.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月29日，超微电脑警告称，其在财务披露相关控制中存在的薄弱环节，如果不加以解决，可能会损害公司“及时且准确”地报告财务结果的能力。这家服务器制造商在提交给美国证券交易委员会(SEC)的年度文件中表示，截至6月30日，该公司发现其财务控制存在问题。超微电脑去年错过了2024年8月提交年度财务报告的最后期限，其审计机构安永会计师事务所于同年10月辞职，理由是对该公司的治理和透明度感到担忧。该公司后来...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1338166.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"SMCI":"超微电脑"},"source_url":"http://www.zhitongcaijing.com/content/detail/1338166.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2563984940","content_text":"8月29日，超微电脑警告称，其在财务披露相关控制中存在的薄弱环节，如果不加以解决，可能会损害公司“及时且准确”地报告财务结果的能力。这家服务器制造商在提交给美国证券交易委员会(SEC)的年度文件中表示，截至6月30日，该公司发现其财务控制存在问题。超微电脑去年错过了2024年8月提交年度财务报告的最后期限，其审计机构安永会计师事务所于同年10月辞职，理由是对该公司的治理和透明度感到担忧。该公司后来才提交了所需的财务报表。超微电脑在文件中表示：“我们得出结论，截至2025年6月30日，我们在财务报告内部控制方面并不有效，因为这些控制存在重大缺陷。”该公司还得出结论称，截至同一日期，其披露控制和程序“并不有效”。超微电脑表示：“尽管我们已经启动补救措施以应对所发现的重大缺陷，但我们不能保证我们的补救工作将足以让我们得出这些控制在未来会有效的结论。”“我们也不能向您保证，在未来不会出现或被发现额外的重大缺陷。”值得一提的是，在3月31日的一份文件中，超微电脑列出了其为改进财务控制而采取的一系列措施。该公司在3月的文件中表示：“尽管我们已在增强财务报告内部控制方面取得进展，但我们仍在实施这些流程、程序和控制的过程中。”“完成实施以及对这些程序进行评估并确保其长期可持续性仍需要更多时间。”超微电脑的股价今年曾因市场乐观情绪(认为该公司将受益于人工智能设备需求的激增)而一度上涨88%，直到8月5日该公司下调了其财年的营收预测。此后其股价下跌了23%。截至周四收盘，该股年内累计涨幅缩窄至44%。","news_type":1,"symbols_score_info":{"SMCI":1}},"isVote":1,"tweetType":1,"viewCount":188,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":472510174028096,"gmtCreate":1756390797426,"gmtModify":1756390801336,"author":{"id":"3574718097407891","authorId":"3574718097407891","name":"别买期权","avatar":"https://static.tigerbbs.com/f99b61dad72dd027a528242e56f725ae","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574718097407891","authorIdStr":"3574718097407891"},"themes":[],"htmlText":"<a 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20:33","market":"sg","language":"zh","title":"报道：台积电考虑退还美政府资金，避免“补贴换股份”","url":"https://stock-news.laohu8.com/highlight/detail?id=2561474650","media":"华尔街见闻","summary":"据悉，台积电从未严重依赖美国政府的财政支持。台积电获得的66亿美元补贴用于在亚利桑那州建设庞大的生产基地，但公司可能更愿意放弃这些资金以维持经营独立性。","content":"<html><head></head><body><blockquote><p>据悉，<a href=\"https://laohu8.com/S/TSM\">台积电</a>从未严重依赖美国政府的财政支持。台积电获得的66亿美元补贴用于在亚利桑那州建设庞大的生产基地，但公司可能更愿意放弃这些资金以维持经营独立性。</p></blockquote><p>免费“补贴资金”突然变“补贴换股份”？<a href=\"https://laohu8.com/S/TSM\">台积电</a>可能不会答应。</p><p>特朗普政府正考虑对接受《芯片法案》资金的企业持股，引发行业担忧。据华尔街日报周四报道，<strong>台积电高管已就可能退还特朗普政府补贴进行初步讨论，以避免政府成为其股东。</strong></p><p>报道援引知情人士称，面对特朗普政府可能要求持股的情况，台积电高管已就退还补贴资金进行了初步讨论。台积电此前获得高达66亿美元的补贴，用于在亚利桑那州建设大型生产基地。</p><h2 id=\"id_1382655773\">台积电或选择退还补贴</h2><p>华尔街见闻此前文章提及，继<a href=\"https://laohu8.com/S/INTC\">英特尔</a>方案后，美国商务部长卢特尼克正在探索如何通过《芯片法案》资金获得更多芯片巨头的股权。</p><p>美国政府去年底已敲定向<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>、<a href=\"https://laohu8.com/S/MU\">美光</a>、台积电提供补贴，但大部分资金尚未发放，为特朗普政府重新设定条件留出空间。分析人士指出，如果股权换补贴模式全面推行，将使美国政府成为全球主要芯片制造商的重要股东。</p><p>眼看免费资金变“补贴换股份”，台积电迅速准备应对策略。</p><p>媒体援引知情人士报道称，台积电高管已就可能退还政府补贴进行初步讨论，以避免政府成为股东。台积电在亚利桑那州的工厂于2024年末开始生产先进芯片，该公司在拜登政府压力下同意在亚利桑那州建厂。</p><p>了解台积电想法的人士表示，<strong>该公司从未严重依赖美国政府的财政支持。台积电获得的66亿美元补贴用于在亚利桑那州建设庞大的生产基地，但公司可能更愿意放弃这些资金以维持经营独立性。</strong></p><p>但对于这一消息，一名政府官员周四澄清，<strong>特朗普政府并不寻求持有台积电和<a href=\"https://laohu8.com/S/MU\">美光</a>等正在增加投资的公司股份，仅对未提升投资承诺的企业考虑股权安排。</strong></p><p>据悉，任何将<a href=\"https://laohu8.com/S/INTC\">英特尔</a>等公司的《芯片法案》补贴转换为股权的努力都可能面临法律挑战，因为此前的协议条款已经确定。该法案要求超过特定水平的利润与政府分享。</p><p>《芯片法案》最初在特朗普第一个任期内构想，旨在吸引台积电等制造商到美国并补偿更高的制造成本。该计划实施缓慢、政府更迭带来的不确定性以及关税紧张局势都影响了其效果。</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 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padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n报道：台积电考虑退还美政府资金，避免“补贴换股份”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-22 20:33 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3753927><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据悉，台积电从未严重依赖美国政府的财政支持。台积电获得的66亿美元补贴用于在亚利桑那州建设庞大的生产基地，但公司可能更愿意放弃这些资金以维持经营独立性。免费“补贴资金”突然变“补贴换股份”？台积电可能不会答应。特朗普政府正考虑对接受《芯片法案》资金的企业持股，引发行业担忧。据华尔街日报周四报道，台积电高管已就可能退还特朗普政府补贴进行初步讨论，以避免政府成为其股东。报道援引知情人士称，面对特朗普...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3753927\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b98f9e740cb6fb06990004c4ea7eae84","relate_stocks":{"TSM":"台积电"},"source_url":"https://wallstreetcn.com/articles/3753927","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2561474650","content_text":"据悉，台积电从未严重依赖美国政府的财政支持。台积电获得的66亿美元补贴用于在亚利桑那州建设庞大的生产基地，但公司可能更愿意放弃这些资金以维持经营独立性。免费“补贴资金”突然变“补贴换股份”？台积电可能不会答应。特朗普政府正考虑对接受《芯片法案》资金的企业持股，引发行业担忧。据华尔街日报周四报道，台积电高管已就可能退还特朗普政府补贴进行初步讨论，以避免政府成为其股东。报道援引知情人士称，面对特朗普政府可能要求持股的情况，台积电高管已就退还补贴资金进行了初步讨论。台积电此前获得高达66亿美元的补贴，用于在亚利桑那州建设大型生产基地。台积电或选择退还补贴华尔街见闻此前文章提及，继英特尔方案后，美国商务部长卢特尼克正在探索如何通过《芯片法案》资金获得更多芯片巨头的股权。美国政府去年底已敲定向三星、美光、台积电提供补贴，但大部分资金尚未发放，为特朗普政府重新设定条件留出空间。分析人士指出，如果股权换补贴模式全面推行，将使美国政府成为全球主要芯片制造商的重要股东。眼看免费资金变“补贴换股份”，台积电迅速准备应对策略。媒体援引知情人士报道称，台积电高管已就可能退还政府补贴进行初步讨论，以避免政府成为股东。台积电在亚利桑那州的工厂于2024年末开始生产先进芯片，该公司在拜登政府压力下同意在亚利桑那州建厂。了解台积电想法的人士表示，该公司从未严重依赖美国政府的财政支持。台积电获得的66亿美元补贴用于在亚利桑那州建设庞大的生产基地，但公司可能更愿意放弃这些资金以维持经营独立性。但对于这一消息，一名政府官员周四澄清，特朗普政府并不寻求持有台积电和美光等正在增加投资的公司股份，仅对未提升投资承诺的企业考虑股权安排。据悉，任何将英特尔等公司的《芯片法案》补贴转换为股权的努力都可能面临法律挑战，因为此前的协议条款已经确定。该法案要求超过特定水平的利润与政府分享。《芯片法案》最初在特朗普第一个任期内构想，旨在吸引台积电等制造商到美国并补偿更高的制造成本。该计划实施缓慢、政府更迭带来的不确定性以及关税紧张局势都影响了其效果。","news_type":1,"symbols_score_info":{"TSM":1}},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":470071734911352,"gmtCreate":1755794431317,"gmtModify":1755794442318,"author":{"id":"3574718097407891","authorId":"3574718097407891","name":"别买期权","avatar":"https://static.tigerbbs.com/f99b61dad72dd027a528242e56f725ae","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574718097407891","authorIdStr":"3574718097407891"},"themes":[],"htmlText":"<a 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没想到是goog最稳","images":[{"img":"https://static.tigerbbs.com/5f7967ba106923f4a6e24b5c0d1fa09a","width":"1208","height":"1946"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/470070287040520","isVote":1,"tweetType":1,"viewCount":8979,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010672","authorId":"10000000000010672","name":"狗狗祟祟的打工刘","avatar":"https://static.tigerbbs.com/b44a0f75d53ef744e2e18f2fcc7f0259","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010672","authorIdStr":"10000000000010672"},"content":"值得长期持有啊！！！[财迷]","text":"值得长期持有啊！！！[财迷]","html":"值得长期持有啊！！！[财迷]"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":467424901132584,"gmtCreate":1755134237290,"gmtModify":1755134239264,"author":{"id":"3574718097407891","authorId":"3574718097407891","name":"别买期权","avatar":"https://static.tigerbbs.com/f99b61dad72dd027a528242e56f725ae","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574718097407891","authorIdStr":"3574718097407891"},"themes":[],"htmlText":"<a 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amd总是有惊喜","images":[{"img":"https://static.tigerbbs.com/099ff47c0b23fc6f4edc4c78ab2745c6","width":"1208","height":"1946"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467424901132584","isVote":1,"tweetType":1,"viewCount":737,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":480349658272232,"gmtCreate":1758296947638,"gmtModify":1758296950029,"author":{"id":"3574718097407891","authorId":"3574718097407891","name":"别买期权","avatar":"https://static.tigerbbs.com/f99b61dad72dd027a528242e56f725ae","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574718097407891","authorIdStr":"3574718097407891"},"themes":[],"htmlText":"open&nbsp; 这么有钱？ 又是给甲骨文大单又是千亿服务器","listText":"open&nbsp; 这么有钱？ 又是给甲骨文大单又是千亿服务器","text":"open 这么有钱？ 又是给甲骨文大单又是千亿服务器","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/480349658272232","repostId":"1185605690","repostType":2,"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\" 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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":38,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"idStr":"3472532348212000","authorIdStr":"3472532348212000"},"content":"OpenAI跟微软签了新合约，每年可以不用再向爹进贡500亿","text":"OpenAI跟微软签了新合约，每年可以不用再向爹进贡500亿","html":"OpenAI跟微软签了新合约，每年可以不用再向爹进贡500亿"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":446597093752944,"gmtCreate":1750038576966,"gmtModify":1750038578074,"author":{"id":"3574718097407891","authorId":"3574718097407891","name":"别买期权","avatar":"https://static.tigerbbs.com/f99b61dad72dd027a528242e56f725ae","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574718097407891","authorIdStr":"3574718097407891"},"themes":[],"htmlText":"<a 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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\">\nBybit华语负责人：平台被盗传闻源自小红书虚假信息\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-22 15:01 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.techflowpost.com/newsletter/detail_99381.html><strong>TechFlow</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>9 月 22 日，Bybit华语负责人Tina今日在社交平台发文辟谣，表示目前社区流传的\"9月22日Bybit被盗\"信息纯属谣言。据Tina透露，该谣言源自一个仅有59个粉丝的小红书账号发布的虚假信息。社区用户不要继续传播该不实消息，以免造成不必要的恐慌。</p>\n\n<a href=\"https://www.techflowpost.com/newsletter/detail_99381.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/962be253ee7459c393769e9105cb1429","relate_stocks":{"CLSK":"CleanSpark, Inc.","MARA":"MARA Holdings","SBET":"SharpLink Gaming","BTBT":"Bit Digital, Inc.","BMNR":"BitMine Immersion Technologies Inc.","CRCL":"Circle Internet Corp.","BTCS":"BTCS Inc.","COIN":"Coinbase Global, Inc.","RIOT":"Riot Platforms","BLSH":"Bullish","MSTR":"Strategy","UPXI":"Upexi, Inc."},"source_url":"https://www.techflowpost.com/newsletter/detail_99381.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1145809766","content_text":"9 月 22 日，Bybit华语负责人Tina今日在社交平台发文辟谣，表示目前社区流传的\"9月22日Bybit被盗\"信息纯属谣言。据Tina透露，该谣言源自一个仅有59个粉丝的小红书账号发布的虚假信息。社区用户不要继续传播该不实消息，以免造成不必要的恐慌。","news_type":1,"symbols_score_info":{"BLSH":1.1,"BMNR":1.1,"BTBT":1.1,"BTCS":1.1,"CLSK":1.1,"COIN":1.1,"CRCL":1.1,"MARA":1.1,"MSTR":1.1,"RIOT":1.1,"SBET":1.1,"UPXI":1.1}},"isVote":1,"tweetType":1,"viewCount":60,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479924173321040,"gmtCreate":1758192774567,"gmtModify":1758194367283,"author":{"id":"3574718097407891","authorId":"3574718097407891","name":"别买期权","avatar":"https://static.tigerbbs.com/f99b61dad72dd027a528242e56f725ae","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574718097407891","authorIdStr":"3574718097407891"},"themes":[],"htmlText":"能查出来了der[无语]&nbsp;&nbsp;","listText":"能查出来了der[无语]&nbsp;&nbsp;","text":"能查出来了der[无语]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479924173321040","repostId":"2568476620","repostType":2,"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":450594817725120,"gmtCreate":1751034196353,"gmtModify":1751034200027,"author":{"id":"3574718097407891","authorId":"3574718097407891","name":"别买期权","avatar":"https://static.tigerbbs.com/f99b61dad72dd027a528242e56f725ae","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574718097407891","authorIdStr":"3574718097407891"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/TSLA 20250627 325.0 CALL\">$TSLA 20250627 325.0 CALL$ </a> 挽留一下tsll的亏损","listText":"<a href=\"https://laohu8.com/OPT/TSLA 20250627 325.0 CALL\">$TSLA 20250627 325.0 CALL$ </a> 挽留一下tsll的亏损","text":"$TSLA 20250627 325.0 CALL$ 挽留一下tsll的亏损","images":[{"img":"https://static.tigerbbs.com/95c8944e58aa8b658523d4d49cf9856b","width":"1208","height":"1946"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/450594817725120","isVote":1,"tweetType":1,"viewCount":1171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":444756307415632,"gmtCreate":1749604758135,"gmtModify":1749604760359,"author":{"id":"3574718097407891","authorId":"3574718097407891","name":"别买期权","avatar":"https://static.tigerbbs.com/f99b61dad72dd027a528242e56f725ae","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574718097407891","authorIdStr":"3574718097407891"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a> 舒服了","listText":"<a href=\"https://laohu8.com/S/SOXL\">$三倍做多半导体ETF-Direxion Daily(SOXL)$ </a> 舒服了","text":"$三倍做多半导体ETF-Direxion Daily(SOXL)$ 舒服了","images":[{"img":"https://static.tigerbbs.com/b824b84281e565ff68fecd8c74d59085","width":"1208","height":"1946"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/444756307415632","isVote":1,"tweetType":1,"viewCount":1158,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3474411519869882","authorId":"3474411519869882","name":"我是想说","avatar":"https://static.tigerbbs.com/e1e1556d127c5dd21ab9916a4e490af0","crmLevel":9,"crmLevelSwitch":1,"idStr":"3474411519869882","authorIdStr":"3474411519869882"},"content":"比你成本低，就看什么时候抛了","text":"比你成本低，就看什么时候抛了","html":"比你成本低，就看什么时候抛了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":472143443505992,"gmtCreate":1756300957782,"gmtModify":1756300958942,"author":{"id":"3574718097407891","authorId":"3574718097407891","name":"别买期权","avatar":"https://static.tigerbbs.com/f99b61dad72dd027a528242e56f725ae","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574718097407891","authorIdStr":"3574718097407891"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a><v-v data-views=\"0\"></v-v> 明天难了","listText":"<a href=\"https://laohu8.com/S/03690\">$美团-W(03690)$&nbsp;</a><v-v data-views=\"0\"></v-v> 明天难了","text":"$美团-W(03690)$ 明天难了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/472143443505992","isVote":1,"tweetType":1,"viewCount":858,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":454812033184064,"gmtCreate":1752056212380,"gmtModify":1752056214022,"author":{"id":"3574718097407891","authorId":"3574718097407891","name":"别买期权","avatar":"https://static.tigerbbs.com/f99b61dad72dd027a528242e56f725ae","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574718097407891","authorIdStr":"3574718097407891"},"themes":[],"htmlText":"史丹利我劝你不要在这里鬼叫","listText":"史丹利我劝你不要在这里鬼叫","text":"史丹利我劝你不要在这里鬼叫","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/454812033184064","repostId":"1149694016","repostType":4,"repost":{"id":"1149694016","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":1752045990,"share":"https://www.laohu8.com/m/news/1149694016?lang=&edition=full","pubTime":"2025-07-09 15:26","market":"us","language":"zh","title":"马斯克深陷政事，特斯拉或遭血洗！摩根士丹利王牌分析师示警：股价压力才刚开始","url":"https://stock-news.laohu8.com/highlight/detail?id=1149694016","media":"老虎资讯综合","summary":"特斯拉股价恐将继续下跌，马斯克深陷政治风暴——摩根士丹利发出最新警告摩根士丹利分析师 亚当·乔纳斯 周二在一份报告中表示，随着CEO 埃隆·马斯克 持续将精力投入政治事务，特斯拉股价可能还将进一步下跌。不过，值得注意的是，特斯拉今年以来已下跌26%，表现远逊于其他科技股。","content":"<html><head></head><body><h3 id=\"id_1688831359\">特斯拉股价恐将继续下跌，马斯克深陷政治风暴——摩根士丹利发出最新警告</h3><p>摩根士丹利分析师 <strong>亚当·乔纳斯（Adam Jonas）</strong> 周二在一份报告中表示，随着CEO <strong>埃隆·马斯克</strong> 持续将精力投入政治事务，<strong>特斯拉（Tesla）股价可能还将进一步下跌</strong>。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e938f952fdf01d578ff56bf41d4654d6\" tg-width=\"560\" tg-height=\"240\"/></p><h3 id=\"id_1693370594\">马斯克成立新政党，特斯拉市值一日蒸发680亿美元</h3><p>在马斯克上周六宣布成立全新政党“<strong>美国党（America Party）</strong>”后，特斯拉股价本周一<strong>暴跌近7%</strong>，公司市值瞬间蒸发约 <strong>680亿美元</strong>。</p><p>乔纳斯在一份长达12页的客户报告中写道：</p><blockquote><p>“虽然局势仍在不断演变，我们认为投资者应当为马斯克在政治方面投入更多资源（包括资金、时间和注意力）做好准备，<strong>这可能会在短期内继续给TSLA股价带来压力</strong>。”</p></blockquote><h3 id=\"id_4090456550\">政治分歧激化：马斯克与特朗普彻底决裂</h3><p>马斯克组建新政党，是对国会通过特朗普支持的“<strong>大漂亮的法案（One Big Beautiful Bill Act）</strong>”的直接回应。</p><p>马斯克曾是特朗普的重要顾问之一，但因其<strong>强烈反对该项税收与支出法案</strong>，两人关系彻底破裂。</p><p>马斯克批评该法案：</p><ul style=\"\"><li><p><strong>未能解决庞大的联邦财政赤字</strong></p></li><li><p><strong>导致美国国债不断膨胀</strong></p></li><li><p>虽然该法案取消了对电动车的税收补贴（对特斯拉不利），但马斯克坚称<strong>这并不是他反对的主因</strong></p></li></ul><h3 id=\"id_118078752\">仍看好长期表现，目标价维持410美元</h3><p>尽管短期看空，摩根士丹利仍然对特斯拉维持买入”评级（相当于增持），12个月目标价为 <strong>410美元</strong>，相较于周二收盘价 <strong>297.81美元</strong> 仍有 <strong>约37%的上涨空间</strong>。</p><p>不过，值得注意的是，<strong>特斯拉今年以来已下跌26%</strong>，表现远逊于其他科技股。</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>马斯克深陷政事，特斯拉或遭血洗！摩根士丹利王牌分析师示警：股价压力才刚开始</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; 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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马斯克深陷政事，特斯拉或遭血洗！摩根士丹利王牌分析师示警：股价压力才刚开始\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\">2025-07-09 15:26</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h3 id=\"id_1688831359\">特斯拉股价恐将继续下跌，马斯克深陷政治风暴——摩根士丹利发出最新警告</h3><p>摩根士丹利分析师 <strong>亚当·乔纳斯（Adam Jonas）</strong> 周二在一份报告中表示，随着CEO <strong>埃隆·马斯克</strong> 持续将精力投入政治事务，<strong>特斯拉（Tesla）股价可能还将进一步下跌</strong>。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e938f952fdf01d578ff56bf41d4654d6\" tg-width=\"560\" tg-height=\"240\"/></p><h3 id=\"id_1693370594\">马斯克成立新政党，特斯拉市值一日蒸发680亿美元</h3><p>在马斯克上周六宣布成立全新政党“<strong>美国党（America Party）</strong>”后，特斯拉股价本周一<strong>暴跌近7%</strong>，公司市值瞬间蒸发约 <strong>680亿美元</strong>。</p><p>乔纳斯在一份长达12页的客户报告中写道：</p><blockquote><p>“虽然局势仍在不断演变，我们认为投资者应当为马斯克在政治方面投入更多资源（包括资金、时间和注意力）做好准备，<strong>这可能会在短期内继续给TSLA股价带来压力</strong>。”</p></blockquote><h3 id=\"id_4090456550\">政治分歧激化：马斯克与特朗普彻底决裂</h3><p>马斯克组建新政党，是对国会通过特朗普支持的“<strong>大漂亮的法案（One Big Beautiful Bill Act）</strong>”的直接回应。</p><p>马斯克曾是特朗普的重要顾问之一，但因其<strong>强烈反对该项税收与支出法案</strong>，两人关系彻底破裂。</p><p>马斯克批评该法案：</p><ul style=\"\"><li><p><strong>未能解决庞大的联邦财政赤字</strong></p></li><li><p><strong>导致美国国债不断膨胀</strong></p></li><li><p>虽然该法案取消了对电动车的税收补贴（对特斯拉不利），但马斯克坚称<strong>这并不是他反对的主因</strong></p></li></ul><h3 id=\"id_118078752\">仍看好长期表现，目标价维持410美元</h3><p>尽管短期看空，摩根士丹利仍然对特斯拉维持买入”评级（相当于增持），12个月目标价为 <strong>410美元</strong>，相较于周二收盘价 <strong>297.81美元</strong> 仍有 <strong>约37%的上涨空间</strong>。</p><p>不过，值得注意的是，<strong>特斯拉今年以来已下跌26%</strong>，表现远逊于其他科技股。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8541380317eba7ef07da7c529e879c07","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1149694016","content_text":"特斯拉股价恐将继续下跌，马斯克深陷政治风暴——摩根士丹利发出最新警告摩根士丹利分析师 亚当·乔纳斯（Adam Jonas） 周二在一份报告中表示，随着CEO 埃隆·马斯克 持续将精力投入政治事务，特斯拉（Tesla）股价可能还将进一步下跌。马斯克成立新政党，特斯拉市值一日蒸发680亿美元在马斯克上周六宣布成立全新政党“美国党（America Party）”后，特斯拉股价本周一暴跌近7%，公司市值瞬间蒸发约 680亿美元。乔纳斯在一份长达12页的客户报告中写道：“虽然局势仍在不断演变，我们认为投资者应当为马斯克在政治方面投入更多资源（包括资金、时间和注意力）做好准备，这可能会在短期内继续给TSLA股价带来压力。”政治分歧激化：马斯克与特朗普彻底决裂马斯克组建新政党，是对国会通过特朗普支持的“大漂亮的法案（One Big Beautiful Bill Act）”的直接回应。马斯克曾是特朗普的重要顾问之一，但因其强烈反对该项税收与支出法案，两人关系彻底破裂。马斯克批评该法案：未能解决庞大的联邦财政赤字导致美国国债不断膨胀虽然该法案取消了对电动车的税收补贴（对特斯拉不利），但马斯克坚称这并不是他反对的主因仍看好长期表现，目标价维持410美元尽管短期看空，摩根士丹利仍然对特斯拉维持买入”评级（相当于增持），12个月目标价为 410美元，相较于周二收盘价 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