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别买期权

别买期权

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0勋章

06-16

$美图公司(01357)$ 最近是为啥涨

06-16

$AMD 20250718 140.0 CALL$ 冲

07-03

$Defiance Daily Target 2X Long MSTR ETF(MSTX)$

10-17

$GRANITESHARES 2X LONG AMD DAILY ETF(AMDL)$ 震荡期间不太适合两倍准备收手找机会转正股

08-14

$AMD 20250905 200.0 CALL$ amd总是有惊喜

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

06-27

$TSLA 20250627 325.0 CALL$ 挽留一下tsll的亏损

09-27

$谷歌(GOOG)$ 先出了有机会再来

06-11

$三倍做多半导体ETF-Direxion Daily(SOXL)$ 舒服了

08-27

$美团-W(03690)$ 明天难了

07-09

史丹利我劝你不要在这里鬼叫

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

06-17

$AMD 20250718 140.0 CALL$ @小虎看单

03-25

$MIU.HK 20250328 55.00 CALL$ 雷子折价害惨了

11-08

$谷歌(GOOG)$ 要不要买两张put对冲有点担心[微笑]

07-17

$Tron Inc.(TRON)$ 孙哥怎么回事啊不讲武德阿

06-24

$小米集团-W(01810)$ 这个价格是不是可以开空单了

06-06

$Reddit(RDDT)$ 你小子终于醒了

08-22

$2倍做多GOOGL-Direxion(GGLL)$ 没想到是goog最稳

09-06

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

07-29

$美国超微公司(AMD)$ 这样下去财报后不会暴跌吧

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/TSLA\">特斯拉</a>：目前预计2025年的资本支出约为90亿美元，此前预计超过90亿美元，市场预期为99.6亿美元。</p><p>现行关税制度对能源生产与储能业务的影响将相对大于对汽车业务的影响。</p><p>第三季度确认了2.38亿美元的费用支出，这些费用与汽车部门的超级计算机资产、合同终止和员工解聘相关。</p><p>消息发布后，特斯拉美股盘前维持3%的跌幅。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e92c6a4306a30f1af3a9b5aa03357c8e\" title=\"\" tg-width=\"837\" tg-height=\"831\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉预计2025年的资本支出约90亿美元，低于市场预期</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉预计2025年的资本支出约90亿美元，低于市场预期\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\">2025-10-23 18:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月23日，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>：目前预计2025年的资本支出约为90亿美元，此前预计超过90亿美元，市场预期为99.6亿美元。</p><p>现行关税制度对能源生产与储能业务的影响将相对大于对汽车业务的影响。</p><p>第三季度确认了2.38亿美元的费用支出，这些费用与汽车部门的超级计算机资产、合同终止和员工解聘相关。</p><p>消息发布后，特斯拉美股盘前维持3%的跌幅。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e92c6a4306a30f1af3a9b5aa03357c8e\" title=\"\" tg-width=\"837\" tg-height=\"831\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e49ab90f6352b6ebbb45091ad18b5a2e","relate_stocks":{"LU2063271972.USD":"富兰克林创新领域基金","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","BK4516":"特朗普概念","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","BK4592":"伊斯兰概念","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) 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16:04","market":"us","language":"zh","title":"马斯克：工资不到位，特斯拉CEO我不干了","url":"https://stock-news.laohu8.com/highlight/detail?id=2577842605","media":"智能车参考","summary":"马斯克这次狠话到头了，“爱谁干谁干”。","content":"<html><head></head><body><p>马斯克这次狠话到头了，“爱谁干谁干”。</p><p>起因是<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>为了留住这位CEO，推出了一项新的薪酬方案，<strong>价值万亿美元</strong>。</p><p>但外界的质疑和担忧声不断，让这个方案在正式表决落地前，又显得疑云重重。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9491436d644286bd8736d553e697c3ce\" tg-width=\"886\" tg-height=\"591\"/></p><p>这位CEO自进入特斯拉以来，拿工资之路一直是一波三折，反转再反转，上一次<strong>2018年</strong>提出的薪酬方案，马斯克提前全部达标，然而现在还一分钱都没拿到手……</p><p>但这一次，马斯克不忍了，表示如果得不到高额薪酬，他将离开特斯拉，至少<strong>CEO是干不了了</strong>。</p><p><strong>马斯克：不发工资我就不干了</strong></p><p>马斯克所说的<strong>高额薪酬</strong>，指的是特斯拉最近为他设计的新“薪酬OKR”，为的是留住马斯克<strong>至少10年</strong>，保证他继续以CEO的身份掌舵。</p><p>不过，想拿到全部工资，绩效目标也是史诗级地狱难度：</p><p><strong>市值</strong>，最高需要翻近8倍到<strong>8.5万亿美元</strong>（约60.6万亿元），超越现在的全球股王<strong><a href=\"https://laohu8.com/S/NVDA\">英伟达</a></strong>。</p><p><strong>利润</strong>，最高需要比2024年提高将近<strong>24倍</strong>，达到<strong>4000亿美元</strong>（约2.85万亿元），最低一档也要达到<strong>500亿美元</strong>（约3564亿元）。</p><p><strong>产品</strong>，需要累计交付<strong>2000万辆</strong>特斯拉汽车，完成<strong>1000万个</strong>FSD活跃订阅用户注册，交付<strong>100万台</strong>特斯拉机器人，以及投入运营<strong>100万辆</strong>Robotaxi。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/736fb731b02968024a49e30ab1c1978c\" tg-width=\"995\" tg-height=\"546\"/></p><p>如果解锁所有目标，马斯克在特斯拉的持股比例，将从13%增至约<strong>25%</strong>。按照8.5万亿美元的市值估算，这多出的12%的股票价值<strong>1万亿美元</strong>，现在折合人民币约是<strong>7.13万亿元</strong>。</p><p>这份方案一出炉，外界炸翻了，因为特斯拉给出的工资单实在惊人。</p><p>就这么说吧，公司给马斯克提供的是目前<strong>人类史上最高的薪酬方案</strong>，超过了特斯拉成立以来的利润总和。而马斯克也可能将在64岁时，成为<strong>历史上第一位万亿富翁</strong>。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc143817e06cd6a06437a26b3b49cd38\" tg-width=\"811\" tg-height=\"552\"/></p><p>即便没有全部解锁，据路透社估计，按照现在的发展趋势，马斯克至少也能拿到一笔甚至两笔薪酬，价值约在<strong>200亿美元~400亿美元</strong>（折合人民币约711亿元~1423亿元）。</p><p>所以，对于这份薪酬方案，外界担忧、反对声一片。比如一位特斯拉前员工，就在社交平台X上发出质疑，认为“2025年的薪酬方案，给CEO的薪酬过高”，且“几乎无法跑赢通货膨胀，并将大幅落后于<a href=\"https://laohu8.com/S/161125\">标普500</a>指数”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5326686594fd57274c0230ac73775901\" tg-width=\"678\" tg-height=\"590\"/></p><p>他还表示：</p><p>我坚信，其他有能力的CEO，能以更低的投资成本，推动特斯拉实现同样的增长。</p><p>马斯克很快在推文下面回复，不过没有正面回应担忧，而是以特斯拉的市值说明一切：</p><p>特斯拉的市值，比所有其他汽车公司的总和还要高。你希望哪位CEO来执掌特斯拉？我可不会。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7d1a69bbd4602a9aeb63816d42253d7a\" tg-width=\"677\" tg-height=\"377\"/></p><p>并由此暗示，如果拿不到这笔钱，他就不当特斯拉的CEO了。</p><p><strong>巨额工资该不该通过？风评两边倒</strong></p><p>在薪酬提案公开一个多月的时间里，外界争议不休，风评几乎是两边倒。</p><p>一边是<strong>强烈反对</strong>，以机构股东服务公司（ISS）为代表。一般来说，代理投票顾问机构的意见，很可能会影响大型机构投资者的决策。</p><p>这家公司表示，特斯拉董事会想留住马斯克，可以理解，但薪酬规模简直是“天文数字”。</p><p>即使只是部分实现了目标，其方案也可能继续向首席执行官支付巨额薪酬，现有股东的股权也会被稀释。</p><p>且他们认为方案设计也<strong>存在漏洞</strong>，缺乏有效的<strong>约束调整机制</strong>。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e78d4432e8d46857389ef34269f8ca11\" tg-width=\"1054\" tg-height=\"691\"/></p><p>另一边则是方案通过的支持者，包括特斯拉不少股东。</p><p>特斯拉官方账号还发文反驳了ISS，认为后者再次完全忽视了投资和治理的基本要点，并呼吁大家，支持特斯拉就所有提案投票。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ee07f1f0a93ddd15315880f24cd251d0\" tg-width=\"677\" tg-height=\"766\"/></p><p>此外，支持声最高的是马斯克头号“铁粉”，方舟投资（Ark investment）创始人——<strong>“木头姐” 凯茜·伍德</strong>（Cathie Wood）。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd4453b7fc31077b05686b136680f88d\" tg-width=\"1080\" tg-height=\"609\"/></p><p>她认为，新的薪酬方案，将以<strong>压倒性优势</strong>获得通过。“就像当年第一次为马斯克2018年的薪酬方案投票时，该方案以压倒性优势获得通过。”</p><p>她同样也在X上发表了自己的观点，表示：</p><p>那个时候，特斯拉还未被纳入任何指数。如今特斯拉占标普500指数权重的2.4%，指数基金不足以左右投票结果。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/43ffb587050c67bc77c5a9704743fc6e\" tg-width=\"987\" tg-height=\"674\"/></p><p>至于薪酬方案最终的落地结果如何，就要等<strong>11月6日</strong>的股东大会去定夺了。</p><p>马斯克已提前剧透，今年的股东大会将会<strong>很特别</strong>。不过可能不止是因为，其薪酬方案将在大会上落地。</p><p>马斯克和其他特斯拉高管，还将在大会的演示和问答环节，展示特斯拉最新的产品路线图和战略重点。</p><p>其中，很可能就包括特斯拉今年再度亮相的新超跑——<strong>Roadster 2.0</strong>。</p><p><strong>特斯拉新超跑，今年即将亮相</strong></p><p>消息来自<strong>特斯拉首席设计师</strong>——弗朗茨・冯・霍尔茨豪森（Franz von Holzhausen）。</p><p>在最近的一档播客节目里，弗朗茨谈到了电动跑车Roadster的最新进展，确认第二代新车会在<strong>今年亮相</strong>。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b35a83282f2d69f8e4d355465ffef43\" tg-width=\"1004\" tg-height=\"665\"/></p><p>这款Roadster 2.0，定位为四座敞篷跑车，首次亮相是在<strong>2017年</strong>，几年来一直备受关注，几乎每年业绩会议上都会被问及。</p><p>不过，由于供应链、技术发展的原因，以及特斯拉过去的重心大多集中于Model 3和Model Y上，Roadster 2.0的发布时间推了又推。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d0cf74cf7e9e93e110326bdd604b67a\" tg-width=\"874\" tg-height=\"526\"/></p><p>终于到今年年底，Roadster要再度出山了，并且展出的不再是原型车，而是一个可量产、可销售的产品。只不过，还是要在两年之后的<strong>2027年投产</strong>。</p><p>据弗朗茨的描述，这款新车会采用定制涂装选项，其性能会“极其疯狂”，突破公路车辆的<strong>物理极限</strong>：</p><p>其中包括<strong>0–100km/h加速不到1秒</strong>，将是<strong>陆地上最快的量产车</strong>。</p><p>而且特斯拉所有车型都在追求的FSD，反而不是Roadster的特点，Roadster目标是要做“最后一台”驾驶者之车。</p></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" 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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：工资不到位，特斯拉CEO我不干了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-21 16:04 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251021161642a46be920&s=b><strong>智能车参考</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>马斯克这次狠话到头了，“爱谁干谁干”。起因是特斯拉为了留住这位CEO，推出了一项新的薪酬方案，价值万亿美元。但外界的质疑和担忧声不断，让这个方案在正式表决落地前，又显得疑云重重。这位CEO自进入特斯拉以来，拿工资之路一直是一波三折，反转再反转，上一次2018年提出的薪酬方案，马斯克提前全部达标，然而现在还一分钱都没拿到手……但这一次，马斯克不忍了，表示如果得不到高额薪酬，他将离开特斯拉，至少CEO...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251021161642a46be920&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9491436d644286bd8736d553e697c3ce","relate_stocks":{"TSLL":"Direxion Daily TSLA Bull 2X Shares","TSLA":"特斯拉"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251021161642a46be920&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2577842605","content_text":"马斯克这次狠话到头了，“爱谁干谁干”。起因是特斯拉为了留住这位CEO，推出了一项新的薪酬方案，价值万亿美元。但外界的质疑和担忧声不断，让这个方案在正式表决落地前，又显得疑云重重。这位CEO自进入特斯拉以来，拿工资之路一直是一波三折，反转再反转，上一次2018年提出的薪酬方案，马斯克提前全部达标，然而现在还一分钱都没拿到手……但这一次，马斯克不忍了，表示如果得不到高额薪酬，他将离开特斯拉，至少CEO是干不了了。马斯克：不发工资我就不干了马斯克所说的高额薪酬，指的是特斯拉最近为他设计的新“薪酬OKR”，为的是留住马斯克至少10年，保证他继续以CEO的身份掌舵。不过，想拿到全部工资，绩效目标也是史诗级地狱难度：市值，最高需要翻近8倍到8.5万亿美元（约60.6万亿元），超越现在的全球股王英伟达。利润，最高需要比2024年提高将近24倍，达到4000亿美元（约2.85万亿元），最低一档也要达到500亿美元（约3564亿元）。产品，需要累计交付2000万辆特斯拉汽车，完成1000万个FSD活跃订阅用户注册，交付100万台特斯拉机器人，以及投入运营100万辆Robotaxi。如果解锁所有目标，马斯克在特斯拉的持股比例，将从13%增至约25%。按照8.5万亿美元的市值估算，这多出的12%的股票价值1万亿美元，现在折合人民币约是7.13万亿元。这份方案一出炉，外界炸翻了，因为特斯拉给出的工资单实在惊人。就这么说吧，公司给马斯克提供的是目前人类史上最高的薪酬方案，超过了特斯拉成立以来的利润总和。而马斯克也可能将在64岁时，成为历史上第一位万亿富翁。即便没有全部解锁，据路透社估计，按照现在的发展趋势，马斯克至少也能拿到一笔甚至两笔薪酬，价值约在200亿美元~400亿美元（折合人民币约711亿元~1423亿元）。所以，对于这份薪酬方案，外界担忧、反对声一片。比如一位特斯拉前员工，就在社交平台X上发出质疑，认为“2025年的薪酬方案，给CEO的薪酬过高”，且“几乎无法跑赢通货膨胀，并将大幅落后于标普500指数”。他还表示：我坚信，其他有能力的CEO，能以更低的投资成本，推动特斯拉实现同样的增长。马斯克很快在推文下面回复，不过没有正面回应担忧，而是以特斯拉的市值说明一切：特斯拉的市值，比所有其他汽车公司的总和还要高。你希望哪位CEO来执掌特斯拉？我可不会。并由此暗示，如果拿不到这笔钱，他就不当特斯拉的CEO了。巨额工资该不该通过？风评两边倒在薪酬提案公开一个多月的时间里，外界争议不休，风评几乎是两边倒。一边是强烈反对，以机构股东服务公司（ISS）为代表。一般来说，代理投票顾问机构的意见，很可能会影响大型机构投资者的决策。这家公司表示，特斯拉董事会想留住马斯克，可以理解，但薪酬规模简直是“天文数字”。即使只是部分实现了目标，其方案也可能继续向首席执行官支付巨额薪酬，现有股东的股权也会被稀释。且他们认为方案设计也存在漏洞，缺乏有效的约束调整机制。另一边则是方案通过的支持者，包括特斯拉不少股东。特斯拉官方账号还发文反驳了ISS，认为后者再次完全忽视了投资和治理的基本要点，并呼吁大家，支持特斯拉就所有提案投票。此外，支持声最高的是马斯克头号“铁粉”，方舟投资（Ark investment）创始人——“木头姐” 凯茜·伍德（Cathie Wood）。她认为，新的薪酬方案，将以压倒性优势获得通过。“就像当年第一次为马斯克2018年的薪酬方案投票时，该方案以压倒性优势获得通过。”她同样也在X上发表了自己的观点，表示：那个时候，特斯拉还未被纳入任何指数。如今特斯拉占标普500指数权重的2.4%，指数基金不足以左右投票结果。至于薪酬方案最终的落地结果如何，就要等11月6日的股东大会去定夺了。马斯克已提前剧透，今年的股东大会将会很特别。不过可能不止是因为，其薪酬方案将在大会上落地。马斯克和其他特斯拉高管，还将在大会的演示和问答环节，展示特斯拉最新的产品路线图和战略重点。其中，很可能就包括特斯拉今年再度亮相的新超跑——Roadster 2.0。特斯拉新超跑，今年即将亮相消息来自特斯拉首席设计师——弗朗茨・冯・霍尔茨豪森（Franz von Holzhausen）。在最近的一档播客节目里，弗朗茨谈到了电动跑车Roadster的最新进展，确认第二代新车会在今年亮相。这款Roadster 2.0，定位为四座敞篷跑车，首次亮相是在2017年，几年来一直备受关注，几乎每年业绩会议上都会被问及。不过，由于供应链、技术发展的原因，以及特斯拉过去的重心大多集中于Model 3和Model Y上，Roadster 2.0的发布时间推了又推。终于到今年年底，Roadster要再度出山了，并且展出的不再是原型车，而是一个可量产、可销售的产品。只不过，还是要在两年之后的2027年投产。据弗朗茨的描述，这款新车会采用定制涂装选项，其性能会“极其疯狂”，突破公路车辆的物理极限：其中包括0–100km/h加速不到1秒，将是陆地上最快的量产车。而且特斯拉所有车型都在追求的FSD，反而不是Roadster的特点，Roadster目标是要做“最后一台”驾驶者之车。","news_type":1,"symbols_score_info":{"TSLA":1.5,"TSLL":1.5}},"isVote":1,"tweetType":1,"viewCount":384,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":490225827455264,"gmtCreate":1760710971288,"gmtModify":1760710983270,"author":{"id":"3574718097407891","authorId":"3574718097407891","name":"别买期权","avatar":"https://static.tigerbbs.com/f99b61dad72dd027a528242e56f725ae","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574718097407891","authorIdStr":"3574718097407891"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMDL\">$GRANITESHARES 2X LONG AMD DAILY ETF(AMDL)$ </a> 震荡期间不太适合两倍准备收手找机会转正股","listText":"<a href=\"https://laohu8.com/S/AMDL\">$GRANITESHARES 2X LONG AMD DAILY ETF(AMDL)$ </a> 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openai怎么不帮你啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/488794449793064","isVote":1,"tweetType":1,"viewCount":713,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":488902028357728,"gmtCreate":1760361705161,"gmtModify":1760361707455,"author":{"id":"3574718097407891","authorId":"3574718097407891","name":"别买期权","avatar":"https://static.tigerbbs.com/f99b61dad72dd027a528242e56f725ae","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574718097407891","authorIdStr":"3574718097407891"},"themes":[],"htmlText":"还来？&nbsp;","listText":"还来？&nbsp;","text":"还来？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/488902028357728","repostId":"1178877303","repostType":2,"repost":{"id":"1178877303","kind":"news","pubTimestamp":1760360688,"share":"https://www.laohu8.com/m/news/1178877303?lang=&edition=full","pubTime":"2025-10-13 21:04","market":"us","language":"zh","title":"OpenAI携手博通打造自研AI芯片，预计2026年下半年开始部署","url":"https://stock-news.laohu8.com/highlight/detail?id=1178877303","media":"智通财经网","summary":"部署10千兆瓦OpenAI设计的AI加速器。","content":"<html><head></head><body><p style=\"text-align: justify;\">OpenAI宣布与 <a href=\"https://laohu8.com/S/AVGO\">博通</a> 达成战略合作，共同开发其首批内部人工智能处理器，这是ChatGPT制造商在应对服务需求激增背景下，保障计算能力供给的最新芯片合作举措。</p><p style=\"text-align: justify;\">根据协议，OpenAI将主导芯片设计工作，博通则负责从2026年下半年起开发并部署这些定制芯片，新的定制芯片将于 2029 年底前完成全部部署，这一计划建立在双方现有的联合开发与供应协议之上。</p><p style=\"text-align: justify;\">据了解，双方将推出算力规模达10 GW的定制芯片集群，其功耗相当于800万户美国家庭同时用电，或约五座胡佛大坝满发功率。</p><p style=\"text-align: justify;\">此次合作是科技行业持续加码AI芯片投资的最新例证，反映出行业对算力需求的指数级增长——企业正竞相构建达到或超越人类智能水平的AI系统。</p><p style=\"text-align: justify;\">数日前英伟达亦披露计划向OpenAI投资千亿美元，并提供至少10 GW容量的数据中心系统支持。几天后OpenAI上周又与AMD签署6 GW AI芯片供应协议并获得股权选择权。</p><p style=\"text-align: justify;\">OpenAI首席执行官山姆·奥特曼在声明中强调：“与博通的合作是构建释放AI潜力所需基础设施的关键一步。”</p><p style=\"text-align: justify;\">尽管财务细节尚未披露，资金筹措方式亦未明确，但此举已使长期深耕网络硬件的博通成为生成式AI热潮的核心受益者——其股价自2022年底以来已暴涨近六倍，9月更斩获价值100亿美元的神秘订单，市场普遍推测该订单来自OpenAI。</p><p style=\"text-align: justify;\">博通和 OpenAI 周一表示，新的定制芯片的部署将在现有的联合开发和供应协议的基础上于 2029 年底完成。</p><p style=\"text-align: justify;\">在定制芯片趋势中，OpenAI加入谷歌、亚马逊等云计算巨头行列，通过自主设计芯片降低对英伟达高成本、供不应求的处理器依赖。不过，微软、Meta等企业的类似尝试曾遭遇延期或性能不达标问题，分析师认为短期内定制芯片难以撼动英伟达主导地位。</p><p style=\"text-align: justify;\">技术层面，新芯片将完全采用博通的以太网及其他网络设备进行组网，这不仅强化了博通在迈威尔科技等中小竞对中的竞争优势，更直接挑战英伟达的InfiniBand网络解决方案。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>OpenAI携手博通打造自研AI芯片，预计2026年下半年开始部署</title>\n<style 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href=\"https://www.zhitongcaijing.com/content/detail/1354494.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/73aa167e864ee56610370b1d94284ec4","relate_stocks":{"AVGO":"博通"},"source_url":"https://www.zhitongcaijing.com/content/detail/1354494.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1178877303","content_text":"OpenAI宣布与 博通 达成战略合作，共同开发其首批内部人工智能处理器，这是ChatGPT制造商在应对服务需求激增背景下，保障计算能力供给的最新芯片合作举措。根据协议，OpenAI将主导芯片设计工作，博通则负责从2026年下半年起开发并部署这些定制芯片，新的定制芯片将于 2029 年底前完成全部部署，这一计划建立在双方现有的联合开发与供应协议之上。据了解，双方将推出算力规模达10 GW的定制芯片集群，其功耗相当于800万户美国家庭同时用电，或约五座胡佛大坝满发功率。此次合作是科技行业持续加码AI芯片投资的最新例证，反映出行业对算力需求的指数级增长——企业正竞相构建达到或超越人类智能水平的AI系统。数日前英伟达亦披露计划向OpenAI投资千亿美元，并提供至少10 GW容量的数据中心系统支持。几天后OpenAI上周又与AMD签署6 GW AI芯片供应协议并获得股权选择权。OpenAI首席执行官山姆·奥特曼在声明中强调：“与博通的合作是构建释放AI潜力所需基础设施的关键一步。”尽管财务细节尚未披露，资金筹措方式亦未明确，但此举已使长期深耕网络硬件的博通成为生成式AI热潮的核心受益者——其股价自2022年底以来已暴涨近六倍，9月更斩获价值100亿美元的神秘订单，市场普遍推测该订单来自OpenAI。博通和 OpenAI 周一表示，新的定制芯片的部署将在现有的联合开发和供应协议的基础上于 2029 年底完成。在定制芯片趋势中，OpenAI加入谷歌、亚马逊等云计算巨头行列，通过自主设计芯片降低对英伟达高成本、供不应求的处理器依赖。不过，微软、Meta等企业的类似尝试曾遭遇延期或性能不达标问题，分析师认为短期内定制芯片难以撼动英伟达主导地位。技术层面，新芯片将完全采用博通的以太网及其他网络设备进行组网，这不仅强化了博通在迈威尔科技等中小竞对中的竞争优势，更直接挑战英伟达的InfiniBand网络解决方案。","news_type":1,"symbols_score_info":{"AVGO":1.1}},"isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487033019965520,"gmtCreate":1759933005895,"gmtModify":1759933008617,"author":{"id":"3574718097407891","authorId":"3574718097407891","name":"别买期权","avatar":"https://static.tigerbbs.com/f99b61dad72dd027a528242e56f725ae","crmLevel":6,"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 name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>阿里、谷歌，全球唯二具备全栈AI技术能力的科技巨头</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n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":{"GOOG":"谷歌","BABA":"阿里巴巴"},"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":585,"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":6,"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":647,"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":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574718097407891","authorIdStr":"3574718097407891"},"themes":[],"htmlText":"<a 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justify;\">媒体报道，今年3月，当OpenAI推出可将照片转为动画角色的ChatGPT新功能时，使用量激增，迫使该公司不得不暂时限制该功能的使用。</p><p style=\"text-align: justify;\">这并不是第一次发生类似情况。根据媒体，OpenAI首席财务官Sarah Friar上周在高盛的一次会议上向投资者透露，由于算力资源短缺，公司经常被迫推迟新功能或新模型的发布，或者有意让部分产品运行变慢。她表示，OpenAI目前面临“严重的算力限制”。</p><p style=\"text-align: justify;\">为了解决这一问题，<strong>公司高管向部分股东透露，未来五年内，OpenAI计划在租用云服务商的备用服务器上花费约1000亿美元。这是此前预计到2030年间为租用服务器所支出的3500亿美元之外的额外开支。</strong></p><p style=\"text-align: justify;\">分析认为，这个备用服务器计划反映了首席执行官Sam Altman的一个核心信念：<strong>谁掌握更多服务器，谁就在AI竞赛中拥有决定性优势。</strong>他曾告诉同事，未来OpenAI所需的算力甚至可能超过整个美国电网的供电能力。</p><p style=\"text-align: justify;\">据多位与OpenAI高管交流过的人士对媒体透露，Altman和他的管理团队认为，<strong>未来可能出现的新爆款产品或AI技术突破，将带来难以预料的算力需求激增。</strong></p><h2 id=\"id_767373558\">算力支出大增为抢占市场</h2><p style=\"text-align: justify;\">媒体分析称，从Altman和Friar的公开言论来看，OpenAI已经将手中所有大型英伟达GPU集群用得满满当当。<strong>如果未来再出现一个热门功能，导致算力资源吃紧，或者因为缺乏足够服务器而无法训练有潜力的新模型，OpenAI可能会因此失去用户或业务，转而被谷歌或Meta等在算力上不那么受限的竞争对手抢占市场。</strong></p><p style=\"text-align: justify;\">根据公司的内部预测，算上备用服务器，OpenAI未来五年平均每年将在租用服务器上花费约850亿美元。作为对比，去年亚马逊AWS、微软、谷歌云和甲骨文这四大云服务商的客户加起来在服务器租赁上总共花费了大约2000亿美元。</p><p style=\"text-align: justify;\">此外，OpenAI的备用服务器支出（1000亿美元）也是其长期现金流预测达1150亿美元（截至2029年）的一个重要原因。根据媒体此前的报道，公司可能需要筹集相应规模的资金。而按照目前的内部预估，公司将于2030年开始实现现金流转正。</p><p style=\"text-align: justify;\">尽管这笔备用服务器的支出不小，但OpenAI高管表示，这些服务器“具有变现潜力”。一位与公司高层有过交流的人士对媒体透露，这些备用算力要么可以推动技术突破、要么可以应对产品使用激增，因此有助于带来额外收入，而这部分收入目前还未被纳入公司财务预测。</p><p style=\"text-align: justify;\">根据OpenAI的预测，公司营收将在2030年增长到大约2000亿美元，而今年的营收预计为130亿美元。这一增幅主要得益于ChatGPT的快速发展。届时，OpenAI的营收将超过过去12个月中英伟达或Meta的收入水平。</p><h2 id=\"id_1882334469\">会被指“囤积”GPU？</h2><p style=\"text-align: justify;\">媒体分析称，OpenAI也可能通过其他方式降低备用服务器的成本，或者将这些资源进行变现。例如，它可以将未使用的算力返还给微软、甲骨文等提供服务器的云服务商——前提是对方愿意接受。也可以尝试将这些服务器租给其他企业客户。但目前还不清楚有哪些公司愿意、也有能力承担如此高昂的费用，此外也不确定云服务商是否允许OpenAI转租其资源。</p><p style=\"text-align: justify;\"><strong>如果OpenAI既无法自己用完这些服务器，也找不到其他客户，就可能被外界批评为“囤积GPU”。而几乎承载了OpenAI所有算力的英伟达，显然不希望出现这种情况，因为这将限制其他公司的GPU获取，从而促使它们转而使用竞争对手的AI芯片。</strong></p><p style=\"text-align: justify;\">OpenAI高管预测，该公司在备用服务器上的年度支出将在2028年达到峰值，为400亿美元。目前尚不清楚为何此后支出会明显下降，但OpenAI已表示，未来将自行开发数据中心和芯片，这可能有助于填补这一缺口。Friar在高盛会议上表示：</p><blockquote><p style=\"text-align: justify;\">“我们希望OpenAI成为一家真正的全栈公司。”</p></blockquote><p style=\"text-align: justify;\">媒体表示，硅谷的创始人和高管们对“爆款产品导致服务器不足”这一风险非常熟悉。比如20多年前迅速走红的社交网站Friendster就因频繁宕机而让出市场，最终被竞争对手超越。</p><p style=\"text-align: justify;\">过去一年里，OpenAI也多次出现服务中断，最长达数小时。但尽管如此，ChatGPT依然稳居聊天机器人市场领先地位。公司预计，到今年年底，ChatGPT的每周活跃用户将达到10亿人，而在7月，这一数字刚刚突破7亿。</p></body></html>","source":"lsy1700700604709","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>预防算力危机！OpenAI计划投入1000亿美元租备用服务器</title>\n<style 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{ 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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":831,"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":450594817725120,"gmtCreate":1751034196353,"gmtModify":1751034200027,"author":{"id":"3574718097407891","authorId":"3574718097407891","name":"别买期权","avatar":"https://static.tigerbbs.com/f99b61dad72dd027a528242e56f725ae","crmLevel":6,"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":1319,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":482821429571920,"gmtCreate":1758905026766,"gmtModify":1758905038620,"author":{"id":"3574718097407891","authorId":"3574718097407891","name":"别买期权","avatar":"https://static.tigerbbs.com/f99b61dad72dd027a528242e56f725ae","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574718097407891","authorIdStr":"3574718097407891"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a> 先出了有机会再来","listText":"<a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$&nbsp;</a> 先出了有机会再来","text":"$谷歌(GOOG)$ 先出了有机会再来","images":[{"img":"https://static.tigerbbs.com/a16fefb5b6bac014bae50b87025cc6d0","width":"1440","height":"3200"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482821429571920","isVote":1,"tweetType":1,"viewCount":679,"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":6,"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":1256,"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":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3574718097407891","authorIdStr":"3574718097407891"},"themes":[],"htmlText":"<a 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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":1167,"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":6,"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\" 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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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