+关注
无语333
暂无个人介绍
IP属地：贵州
4
关注
0
粉丝
0
主题
0
勋章
主贴
热门
无语333
10-09
说说你对这篇新闻的看法...
黄仁勋：近半年AI需求大增，英伟达参投马斯克的xAI，可惜没投更多，对OpenAI也这样遗憾
无语333
10-04
$Circle Internet Corp.(CRCL)$
无语333
07-01
这篇文章不错，转发给大家看看
@白日梦想甲乙丙:
$Tempus AI(TEM)$
$Oscar Health, Inc.(OSCR)$
这货要是能像周五早盘那样暴跌就好了，本韭菜就能抄底看涨期权啦
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3576711565896276","uuid":"3576711565896276","gmtCreate":1613617543312,"gmtModify":1708102545968,"name":"无语333","pinyin":"wy333wuyu333","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":4,"tweetSize":3,"questionSize":0,"limitLevel":999,"accountStatus":3,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.04.01","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"贵州","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":487115247259784,"gmtCreate":1759974843296,"gmtModify":1759975742219,"author":{"id":"3576711565896276","authorId":"3576711565896276","name":"无语333","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576711565896276","authorIdStr":"3576711565896276"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487115247259784","repostId":"1108099210","repostType":2,"repost":{"id":"1108099210","kind":"news","pubTimestamp":1759964825,"share":"https://www.laohu8.com/m/news/1108099210?lang=&edition=full","pubTime":"2025-10-09 07:07","market":"us","language":"zh","title":"黄仁勋：近半年AI需求大增，英伟达参投马斯克的xAI，可惜没投更多，对OpenAI也这样遗憾","url":"https://stock-news.laohu8.com/highlight/detail?id=1108099210","media":"华尔街见闻","summary":"周三媒体称，xAI寻求融资200亿美元，英伟达将投20亿。英伟达CEO黄仁勋再次力挺人工智能需求强劲的观点，并确认了英伟达参投马斯克旗下初创xAI的消息。黄仁勋提到AI需求激增后，英伟达股价周三扭转三连跌的势头，收涨超2%。对于两周前公布的英伟达千亿美元投资OpenAI计划，黄仁勋认为只是遗憾没投更多。\"英伟达上月宣布，计划未来十年向OpenAI共计投资1000亿美元，支持OpenAI部署需要10千兆瓦电力的英伟达系统，相当于400万至500万个GPU。","content":"<html><head></head><body><blockquote><p>黄仁勋说，Blackwell的需求“非常非常高”，我们正处于新工业革命的开端；几乎所有马斯克参与的事都想参与其中；对<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>投资OpenAI的唯一遗憾是没投更多；对<a href=\"https://laohu8.com/S/AMD\">AMD</a>协议给OpenAI多达10%股份感到吃惊。谈到中美AI竞争，他认为中国在能源建设方面遥遥领先。周三媒体称，xAI寻求融资200亿美元，英伟达将投20亿。</p></blockquote><p style=\"text-align: justify;\">英伟达CEO黄仁勋再次力挺人工智能（AI）需求强劲的观点，并确认了英伟达参投马斯克旗下初创xAI的消息。</p><p style=\"text-align: justify;\">美东时间10月8日周三的媒体采访中，黄仁勋表示，过去六个月AI计算需求大幅上升，英伟达新一代架构Blackwell的芯片需求“非常非常高”。他认为这标志着“新一轮工业革命”开始。对于英伟达投资xAI，黄仁勋表示，唯一的遗憾是没给马斯克更多投资。</p><p style=\"text-align: justify;\">黄仁勋提到AI需求激增后，英伟达股价周三扭转三连跌的势头，收涨超2%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7049f7a2b91ac4f840207b7f6788350a\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">对于英伟达的竞争对手AMD本周宣布与OpenAI达成大规模的芯片供应协议，黄仁勋称该交易“巧妙”但令人吃惊，因为AMD向OpenAI提供了相当于10%AMD股权的认股权证。对于两周前公布的英伟达千亿美元投资OpenAI计划，黄仁勋认为只是遗憾没投更多。</p><p style=\"text-align: justify;\">业内分析师预计，到2026年，全球的AI基础设施合计支出可能达到2万亿美元。AI模型正在从提供简单问答向拥有复杂的推理能力演进，这推动了计算需求呈指数级增长。</p><h2 id=\"ai-blackwell\">AI计算需求激增 Blackwell芯片供不应求</h2><p style=\"text-align: justify;\">本周三，被问到投资者最常问什么问题时，黄仁勋强调：</p><blockquote><p style=\"text-align: justify;\">“今年、特别是过去六个月，计算需求大幅增长。”</p></blockquote><p style=\"text-align: justify;\">黄仁勋解释称，AI推理模型正使用指数级的计算能力，但同时也看到指数级的需求增长，因为其结果非常出色。他说：“AI已经足够智能，人人都想用它。我们现在同时看到两个指数级增长。”</p><p style=\"text-align: justify;\">英伟达最先进的Blackwell图形处理器（GPU）需求尤其旺盛。该芯片拥有2080亿个晶体管和全新AI加速技术，已成为从OpenAI的ChatGPT到其他AI模型数据中心的核心支撑。</p><p style=\"text-align: justify;\">黄仁勋说，“对Blackwell的需求非常非常高”，还说"我认为我们正处于新一轮建设的开端，新工业革命的开端。"</p><p style=\"text-align: justify;\">英伟达上月宣布，计划未来十年向OpenAI共计投资1000亿美元，支持OpenAI部署需要10千兆瓦电力的英伟达系统，相当于400万至500万个GPU。</p><h2 id=\"20-x-ai\">英伟达据称20亿美元参与xAI融资轮</h2><p style=\"text-align: justify;\">本周三有媒体报道，xAI正寻求筹集约200亿美元资金，英伟达将投资20亿美元。该融资包括股权和债务，通过特殊目的工具购买英伟达处理器并租给xAI用于其Colossus 2项目。</p><p style=\"text-align: justify;\">该媒体获悉，xAI的融资将分为约75亿美元股权和高达125亿美元债务。xAI今年早些时候已通过股权和债务融资约100亿美元，但鉴于今年6月有报道援引财务数据称，xAI每月大概烧钱10亿美元，该公司仍需追加数十亿美元资金投入。</p><p style=\"text-align: justify;\">黄仁勋周三对另一媒体确认了英伟达投资xAI，称：</p><blockquote><p style=\"text-align: justify;\">“我对他们（xAI）提供的融资机会感到非常兴奋。我们已经是xAI的投资者，我对xAI的唯一遗憾是没有给他（马斯克）更多资金。"</p></blockquote><p style=\"text-align: justify;\">黄仁勋高度评价马斯克的创业经历，称这位<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和SpaceX的创始人擅长打造变革性的公司。他表示：</p><blockquote><p style=\"text-align: justify;\">“几乎所有埃隆（·马斯克）参与的事，你都真的想参与其中。”</p></blockquote><h2 id=\"amd-open-ai\">对AMD协议给OpenAI股份感到吃惊 遗憾投资OpenAI不够多</h2><p style=\"text-align: justify;\">对于AMD本周一宣布的与OpenAI多年合作协议，黄仁勋表示吃惊。根据协议，OpenAI承诺购买6千兆瓦（GW）芯片，包括AMD即将推出的MI450系列，作为交换，OpenAI将获得最多1.6亿股AMD认股权证。</p><p style=\"text-align: justify;\">黄仁勋说：</p><blockquote><p style=\"text-align: justify;\">“考虑到他们对下一代产品如此兴奋，这（协议）真是富有想象力，而且独一无二，令人吃惊。我很惊讶，他们竟然在产品还没开发出来之前就放弃了10%的公司股份。无论如何，我想这很巧妙。”</p></blockquote><p style=\"text-align: justify;\">AMD股价自宣布该协议以来大幅上涨，本周累计涨幅达35%。该交易挑战了英伟达在AI芯片行业的主导地位。</p><p style=\"text-align: justify;\">黄仁勋说，英伟达对OpenAI的投资同OpenAI与AMD 的交易“截然不同”，因为它允许英伟达直接向OpenAI出售产品。</p><p style=\"text-align: justify;\">被问到OpenAI如何为与英伟达的交易筹集资金时，黄仁勋表示，OpenAI“现在还没钱”，“首先要通过他们正在成倍增长的收入、股权或债务来筹资。他们给了我们机会，让我们在时机成熟时与其他投资者一起投资。”</p><p style=\"text-align: justify;\">黄仁勋同时表达了对英伟达投资OpenAI不足的遗憾。他说：“我们之前投资OpenAI后，唯一的遗憾就是没有投更多。”</p><p style=\"text-align: justify;\">黄仁勋表示，他认为云服务商<a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a> 是英伟达近期几项“非常出色的投资”之一。“他们是真正特别的公司，他们正在构建，他们是我们生态系统的一部分，正在为世界构建 AI 基础设施。”</p><h2 id=\"ai\">AI竞争：中国在能源建设方面遥遥领先</h2><p style=\"text-align: justify;\">在谈及AI竞争格局时，黄仁勋表示美国目前“领先不多”。他指出，中国在建设支持AI所需电力方面的速度远超美国。</p><p style=\"text-align: justify;\">黄仁勋说：“中国在能源方面遥遥领先。” 他认为AI行业需要在电网之外建设新的发电能力，以快速满足需求并保护消费者免受电价上涨影响。</p><p style=\"text-align: justify;\">黄仁勋建议数据中心应配备天然气发电设备，未来可能使用核电。他表示：“我们应该投资几乎所有可能的发电方式。数据中心自发电比接入电网移动更快，我们必须这样做。”</p><p style=\"text-align: justify;\">按照与英伟达达成的协议，OpenAI计划建设10GW的数据中心。这一容量相当于800万美国家庭全年的耗电量，或者等于2024年夏季纽约市的峰值基准电力需求量，凸显了AI行业对能源的巨大需求。</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>黄仁勋：近半年AI需求大增，英伟达参投马斯克的xAI，可惜没投更多，对OpenAI也这样遗憾</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黄仁勋：近半年AI需求大增，英伟达参投马斯克的xAI，可惜没投更多，对OpenAI也这样遗憾\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-09 07:07 北京时间 <a href=https://wallstreetcn.com/articles/3756804><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>黄仁勋说，Blackwell的需求“非常非常高”，我们正处于新工业革命的开端；几乎所有马斯克参与的事都想参与其中；对英伟达投资OpenAI的唯一遗憾是没投更多；对AMD协议给OpenAI多达10%股份感到吃惊。谈到中美AI竞争，他认为中国在能源建设方面遥遥领先。周三媒体称，xAI寻求融资200亿美元，英伟达将投20亿。英伟达CEO黄仁勋再次力挺人工智能（AI）需求强劲的观点，并确认了英伟达参投...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3756804\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6954d1dc2b34c5f605b752cf346a1934","relate_stocks":{"LU0557290698.USD":"施罗德环球可持续增长基金","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","BK4612":"AI芯片","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","BK4614":"Manus概念股","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","SG9999001424.SGD":"United E-Commerce Fund SGD","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","BK4532":"文艺复兴科技持仓","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0080751232.USD":"富达环球多元动力基金A","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","NVDA":"英伟达","BK4099":"汽车制造商","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU0444971666.USD":"天利全球科技基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD) INC","LU1821325948.USD":"NINETY ONE GSF GLOBAL MACRO ALLOCATION \"A\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4567":"ESG概念","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4503":"景林资产持仓","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0823414478.USD":"法巴经典能源转换基金","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU2322448791.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (USD) INC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU2322448957.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (HKD) INC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4543":"AI","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4511":"特斯拉概念","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","BK4516":"特朗普概念","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","BK4549":"软银资本持仓","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","BK4548":"巴美列捷福持仓","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4554":"元宇宙及AR概念","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4555":"新能源车","BK4587":"ChatGPT概念","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","BK4550":"红杉资本持仓","BK4588":"碎股","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","BK4551":"寇图资本持仓","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU0251132253.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","BK4529":"IDC概念","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG) ACC","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU1923622291.USD":"Natixis Thematics Safety R/A USD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","BK4527":"明星科技股","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","BK4579":"人工智能","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0079474960.USD":"联博美国增长基金A","BK4574":"无人驾驶","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","BK4581":"高盛持仓","LU2063271972.USD":"富兰克林创新领域基金","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4141":"半导体产品","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU0354030511.USD":"ALLSPRING U.S. LARGE CAP GROWTH \"I\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU2087625088.SGD":"ALLSPRING US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) INC (M)","SG9999002232.USD":"Allianz Global High Payout USD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","SG9999002224.SGD":"Allianz Global High Payout SGD","SG9999015978.USD":"利安颠覆性创新基金A","LU0061474960.USD":"天利环球焦点基金AU Acc","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU0048584097.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","SG9999014559.SGD":"United Income Focus Trust Dis SGD","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","BK4592":"伊斯兰概念","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0861579265.USD":"联博低波幅策略股票基金A","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","BK4598":"佩洛西持仓","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","BK4605":"半导体精选","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","BK4608":"AI应用概念股","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","BK4604":"机器人概念","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC"},"source_url":"https://wallstreetcn.com/articles/3756804","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108099210","content_text":"黄仁勋说，Blackwell的需求“非常非常高”，我们正处于新工业革命的开端；几乎所有马斯克参与的事都想参与其中；对英伟达投资OpenAI的唯一遗憾是没投更多；对AMD协议给OpenAI多达10%股份感到吃惊。谈到中美AI竞争，他认为中国在能源建设方面遥遥领先。周三媒体称，xAI寻求融资200亿美元，英伟达将投20亿。英伟达CEO黄仁勋再次力挺人工智能（AI）需求强劲的观点，并确认了英伟达参投马斯克旗下初创xAI的消息。美东时间10月8日周三的媒体采访中，黄仁勋表示，过去六个月AI计算需求大幅上升，英伟达新一代架构Blackwell的芯片需求“非常非常高”。他认为这标志着“新一轮工业革命”开始。对于英伟达投资xAI，黄仁勋表示，唯一的遗憾是没给马斯克更多投资。黄仁勋提到AI需求激增后，英伟达股价周三扭转三连跌的势头，收涨超2%。对于英伟达的竞争对手AMD本周宣布与OpenAI达成大规模的芯片供应协议，黄仁勋称该交易“巧妙”但令人吃惊，因为AMD向OpenAI提供了相当于10%AMD股权的认股权证。对于两周前公布的英伟达千亿美元投资OpenAI计划，黄仁勋认为只是遗憾没投更多。业内分析师预计，到2026年，全球的AI基础设施合计支出可能达到2万亿美元。AI模型正在从提供简单问答向拥有复杂的推理能力演进，这推动了计算需求呈指数级增长。AI计算需求激增 Blackwell芯片供不应求本周三，被问到投资者最常问什么问题时，黄仁勋强调：“今年、特别是过去六个月，计算需求大幅增长。”黄仁勋解释称，AI推理模型正使用指数级的计算能力，但同时也看到指数级的需求增长，因为其结果非常出色。他说：“AI已经足够智能，人人都想用它。我们现在同时看到两个指数级增长。”英伟达最先进的Blackwell图形处理器（GPU）需求尤其旺盛。该芯片拥有2080亿个晶体管和全新AI加速技术，已成为从OpenAI的ChatGPT到其他AI模型数据中心的核心支撑。黄仁勋说，“对Blackwell的需求非常非常高”，还说\"我认为我们正处于新一轮建设的开端，新工业革命的开端。\"英伟达上月宣布，计划未来十年向OpenAI共计投资1000亿美元，支持OpenAI部署需要10千兆瓦电力的英伟达系统，相当于400万至500万个GPU。英伟达据称20亿美元参与xAI融资轮本周三有媒体报道，xAI正寻求筹集约200亿美元资金，英伟达将投资20亿美元。该融资包括股权和债务，通过特殊目的工具购买英伟达处理器并租给xAI用于其Colossus 2项目。该媒体获悉，xAI的融资将分为约75亿美元股权和高达125亿美元债务。xAI今年早些时候已通过股权和债务融资约100亿美元，但鉴于今年6月有报道援引财务数据称，xAI每月大概烧钱10亿美元，该公司仍需追加数十亿美元资金投入。黄仁勋周三对另一媒体确认了英伟达投资xAI，称：“我对他们（xAI）提供的融资机会感到非常兴奋。我们已经是xAI的投资者，我对xAI的唯一遗憾是没有给他（马斯克）更多资金。\"黄仁勋高度评价马斯克的创业经历，称这位特斯拉和SpaceX的创始人擅长打造变革性的公司。他表示：“几乎所有埃隆（·马斯克）参与的事，你都真的想参与其中。”对AMD协议给OpenAI股份感到吃惊 遗憾投资OpenAI不够多对于AMD本周一宣布的与OpenAI多年合作协议，黄仁勋表示吃惊。根据协议，OpenAI承诺购买6千兆瓦（GW）芯片，包括AMD即将推出的MI450系列，作为交换，OpenAI将获得最多1.6亿股AMD认股权证。黄仁勋说：“考虑到他们对下一代产品如此兴奋，这（协议）真是富有想象力，而且独一无二，令人吃惊。我很惊讶，他们竟然在产品还没开发出来之前就放弃了10%的公司股份。无论如何，我想这很巧妙。”AMD股价自宣布该协议以来大幅上涨，本周累计涨幅达35%。该交易挑战了英伟达在AI芯片行业的主导地位。黄仁勋说，英伟达对OpenAI的投资同OpenAI与AMD 的交易“截然不同”，因为它允许英伟达直接向OpenAI出售产品。被问到OpenAI如何为与英伟达的交易筹集资金时，黄仁勋表示，OpenAI“现在还没钱”，“首先要通过他们正在成倍增长的收入、股权或债务来筹资。他们给了我们机会，让我们在时机成熟时与其他投资者一起投资。”黄仁勋同时表达了对英伟达投资OpenAI不足的遗憾。他说：“我们之前投资OpenAI后，唯一的遗憾就是没有投更多。”黄仁勋表示，他认为云服务商CoreWeave 是英伟达近期几项“非常出色的投资”之一。“他们是真正特别的公司，他们正在构建，他们是我们生态系统的一部分，正在为世界构建 AI 基础设施。”AI竞争：中国在能源建设方面遥遥领先在谈及AI竞争格局时，黄仁勋表示美国目前“领先不多”。他指出，中国在建设支持AI所需电力方面的速度远超美国。黄仁勋说：“中国在能源方面遥遥领先。” 他认为AI行业需要在电网之外建设新的发电能力，以快速满足需求并保护消费者免受电价上涨影响。黄仁勋建议数据中心应配备天然气发电设备，未来可能使用核电。他表示：“我们应该投资几乎所有可能的发电方式。数据中心自发电比接入电网移动更快，我们必须这样做。”按照与英伟达达成的协议，OpenAI计划建设10GW的数据中心。这一容量相当于800万美国家庭全年的耗电量，或者等于2024年夏季纽约市的峰值基准电力需求量，凸显了AI行业对能源的巨大需求。","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":485291189637672,"gmtCreate":1759508434606,"gmtModify":1759536503690,"author":{"id":"3576711565896276","authorId":"3576711565896276","name":"无语333","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576711565896276","authorIdStr":"3576711565896276"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> ","listText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> ","text":"$Circle Internet Corp.(CRCL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/485291189637672","isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":451805591441432,"gmtCreate":1751330359617,"gmtModify":1751334103150,"author":{"id":"3576711565896276","authorId":"3576711565896276","name":"无语333","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576711565896276","authorIdStr":"3576711565896276"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/451805591441432","repostId":"451542222946448","repostType":1,"repost":{"id":451542222946448,"gmtCreate":1751244012000,"gmtModify":1751249653352,"author":{"id":"10000000000010592","authorId":"10000000000010592","name":"白日梦想甲乙丙","avatar":"https://static.tigerbbs.com/a695eb9a7829510a2f199f476464205a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010592","authorIdStr":"10000000000010592"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$ </a><a href=\"https://laohu8.com/S/OSCR\">$Oscar Health, Inc.(OSCR)$ </a>这货要是能像周五早盘那样暴跌就好了，本韭菜就能抄底看涨期权啦","listText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$ </a><a href=\"https://laohu8.com/S/OSCR\">$Oscar Health, Inc.(OSCR)$ </a>这货要是能像周五早盘那样暴跌就好了，本韭菜就能抄底看涨期权啦","text":"$Tempus AI(TEM)$ $Oscar Health, Inc.(OSCR)$ 这货要是能像周五早盘那样暴跌就好了，本韭菜就能抄底看涨期权啦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/451542222946448","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":487115247259784,"gmtCreate":1759974843296,"gmtModify":1759975742219,"author":{"id":"3576711565896276","authorId":"3576711565896276","name":"无语333","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576711565896276","authorIdStr":"3576711565896276"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487115247259784","repostId":"1108099210","repostType":2,"repost":{"id":"1108099210","kind":"news","pubTimestamp":1759964825,"share":"https://www.laohu8.com/m/news/1108099210?lang=&edition=full","pubTime":"2025-10-09 07:07","market":"us","language":"zh","title":"黄仁勋：近半年AI需求大增，英伟达参投马斯克的xAI，可惜没投更多，对OpenAI也这样遗憾","url":"https://stock-news.laohu8.com/highlight/detail?id=1108099210","media":"华尔街见闻","summary":"周三媒体称，xAI寻求融资200亿美元，英伟达将投20亿。英伟达CEO黄仁勋再次力挺人工智能需求强劲的观点，并确认了英伟达参投马斯克旗下初创xAI的消息。黄仁勋提到AI需求激增后，英伟达股价周三扭转三连跌的势头，收涨超2%。对于两周前公布的英伟达千亿美元投资OpenAI计划，黄仁勋认为只是遗憾没投更多。\"英伟达上月宣布，计划未来十年向OpenAI共计投资1000亿美元，支持OpenAI部署需要10千兆瓦电力的英伟达系统，相当于400万至500万个GPU。","content":"<html><head></head><body><blockquote><p>黄仁勋说，Blackwell的需求“非常非常高”，我们正处于新工业革命的开端；几乎所有马斯克参与的事都想参与其中；对<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>投资OpenAI的唯一遗憾是没投更多；对<a href=\"https://laohu8.com/S/AMD\">AMD</a>协议给OpenAI多达10%股份感到吃惊。谈到中美AI竞争，他认为中国在能源建设方面遥遥领先。周三媒体称，xAI寻求融资200亿美元，英伟达将投20亿。</p></blockquote><p style=\"text-align: justify;\">英伟达CEO黄仁勋再次力挺人工智能（AI）需求强劲的观点，并确认了英伟达参投马斯克旗下初创xAI的消息。</p><p style=\"text-align: justify;\">美东时间10月8日周三的媒体采访中，黄仁勋表示，过去六个月AI计算需求大幅上升，英伟达新一代架构Blackwell的芯片需求“非常非常高”。他认为这标志着“新一轮工业革命”开始。对于英伟达投资xAI，黄仁勋表示，唯一的遗憾是没给马斯克更多投资。</p><p style=\"text-align: justify;\">黄仁勋提到AI需求激增后，英伟达股价周三扭转三连跌的势头，收涨超2%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7049f7a2b91ac4f840207b7f6788350a\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">对于英伟达的竞争对手AMD本周宣布与OpenAI达成大规模的芯片供应协议，黄仁勋称该交易“巧妙”但令人吃惊，因为AMD向OpenAI提供了相当于10%AMD股权的认股权证。对于两周前公布的英伟达千亿美元投资OpenAI计划，黄仁勋认为只是遗憾没投更多。</p><p style=\"text-align: justify;\">业内分析师预计，到2026年，全球的AI基础设施合计支出可能达到2万亿美元。AI模型正在从提供简单问答向拥有复杂的推理能力演进，这推动了计算需求呈指数级增长。</p><h2 id=\"ai-blackwell\">AI计算需求激增 Blackwell芯片供不应求</h2><p style=\"text-align: justify;\">本周三，被问到投资者最常问什么问题时，黄仁勋强调：</p><blockquote><p style=\"text-align: justify;\">“今年、特别是过去六个月，计算需求大幅增长。”</p></blockquote><p style=\"text-align: justify;\">黄仁勋解释称，AI推理模型正使用指数级的计算能力，但同时也看到指数级的需求增长，因为其结果非常出色。他说：“AI已经足够智能，人人都想用它。我们现在同时看到两个指数级增长。”</p><p style=\"text-align: justify;\">英伟达最先进的Blackwell图形处理器（GPU）需求尤其旺盛。该芯片拥有2080亿个晶体管和全新AI加速技术，已成为从OpenAI的ChatGPT到其他AI模型数据中心的核心支撑。</p><p style=\"text-align: justify;\">黄仁勋说，“对Blackwell的需求非常非常高”，还说"我认为我们正处于新一轮建设的开端，新工业革命的开端。"</p><p style=\"text-align: justify;\">英伟达上月宣布，计划未来十年向OpenAI共计投资1000亿美元，支持OpenAI部署需要10千兆瓦电力的英伟达系统，相当于400万至500万个GPU。</p><h2 id=\"20-x-ai\">英伟达据称20亿美元参与xAI融资轮</h2><p style=\"text-align: justify;\">本周三有媒体报道，xAI正寻求筹集约200亿美元资金，英伟达将投资20亿美元。该融资包括股权和债务，通过特殊目的工具购买英伟达处理器并租给xAI用于其Colossus 2项目。</p><p style=\"text-align: justify;\">该媒体获悉，xAI的融资将分为约75亿美元股权和高达125亿美元债务。xAI今年早些时候已通过股权和债务融资约100亿美元，但鉴于今年6月有报道援引财务数据称，xAI每月大概烧钱10亿美元，该公司仍需追加数十亿美元资金投入。</p><p style=\"text-align: justify;\">黄仁勋周三对另一媒体确认了英伟达投资xAI，称：</p><blockquote><p style=\"text-align: justify;\">“我对他们（xAI）提供的融资机会感到非常兴奋。我们已经是xAI的投资者，我对xAI的唯一遗憾是没有给他（马斯克）更多资金。"</p></blockquote><p style=\"text-align: justify;\">黄仁勋高度评价马斯克的创业经历，称这位<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>和SpaceX的创始人擅长打造变革性的公司。他表示：</p><blockquote><p style=\"text-align: justify;\">“几乎所有埃隆（·马斯克）参与的事，你都真的想参与其中。”</p></blockquote><h2 id=\"amd-open-ai\">对AMD协议给OpenAI股份感到吃惊 遗憾投资OpenAI不够多</h2><p style=\"text-align: justify;\">对于AMD本周一宣布的与OpenAI多年合作协议，黄仁勋表示吃惊。根据协议，OpenAI承诺购买6千兆瓦（GW）芯片，包括AMD即将推出的MI450系列，作为交换，OpenAI将获得最多1.6亿股AMD认股权证。</p><p style=\"text-align: justify;\">黄仁勋说：</p><blockquote><p style=\"text-align: justify;\">“考虑到他们对下一代产品如此兴奋，这（协议）真是富有想象力，而且独一无二，令人吃惊。我很惊讶，他们竟然在产品还没开发出来之前就放弃了10%的公司股份。无论如何，我想这很巧妙。”</p></blockquote><p style=\"text-align: justify;\">AMD股价自宣布该协议以来大幅上涨，本周累计涨幅达35%。该交易挑战了英伟达在AI芯片行业的主导地位。</p><p style=\"text-align: justify;\">黄仁勋说，英伟达对OpenAI的投资同OpenAI与AMD 的交易“截然不同”，因为它允许英伟达直接向OpenAI出售产品。</p><p style=\"text-align: justify;\">被问到OpenAI如何为与英伟达的交易筹集资金时，黄仁勋表示，OpenAI“现在还没钱”，“首先要通过他们正在成倍增长的收入、股权或债务来筹资。他们给了我们机会，让我们在时机成熟时与其他投资者一起投资。”</p><p style=\"text-align: justify;\">黄仁勋同时表达了对英伟达投资OpenAI不足的遗憾。他说：“我们之前投资OpenAI后，唯一的遗憾就是没有投更多。”</p><p style=\"text-align: justify;\">黄仁勋表示，他认为云服务商<a href=\"https://laohu8.com/S/CRWV\">CoreWeave</a> 是英伟达近期几项“非常出色的投资”之一。“他们是真正特别的公司，他们正在构建，他们是我们生态系统的一部分，正在为世界构建 AI 基础设施。”</p><h2 id=\"ai\">AI竞争：中国在能源建设方面遥遥领先</h2><p style=\"text-align: justify;\">在谈及AI竞争格局时，黄仁勋表示美国目前“领先不多”。他指出，中国在建设支持AI所需电力方面的速度远超美国。</p><p style=\"text-align: justify;\">黄仁勋说：“中国在能源方面遥遥领先。” 他认为AI行业需要在电网之外建设新的发电能力，以快速满足需求并保护消费者免受电价上涨影响。</p><p style=\"text-align: justify;\">黄仁勋建议数据中心应配备天然气发电设备，未来可能使用核电。他表示：“我们应该投资几乎所有可能的发电方式。数据中心自发电比接入电网移动更快，我们必须这样做。”</p><p style=\"text-align: justify;\">按照与英伟达达成的协议，OpenAI计划建设10GW的数据中心。这一容量相当于800万美国家庭全年的耗电量，或者等于2024年夏季纽约市的峰值基准电力需求量，凸显了AI行业对能源的巨大需求。</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>黄仁勋：近半年AI需求大增，英伟达参投马斯克的xAI，可惜没投更多，对OpenAI也这样遗憾</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黄仁勋：近半年AI需求大增，英伟达参投马斯克的xAI，可惜没投更多，对OpenAI也这样遗憾\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-09 07:07 北京时间 <a href=https://wallstreetcn.com/articles/3756804><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>黄仁勋说，Blackwell的需求“非常非常高”，我们正处于新工业革命的开端；几乎所有马斯克参与的事都想参与其中；对英伟达投资OpenAI的唯一遗憾是没投更多；对AMD协议给OpenAI多达10%股份感到吃惊。谈到中美AI竞争，他认为中国在能源建设方面遥遥领先。周三媒体称，xAI寻求融资200亿美元，英伟达将投20亿。英伟达CEO黄仁勋再次力挺人工智能（AI）需求强劲的观点，并确认了英伟达参投...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3756804\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6954d1dc2b34c5f605b752cf346a1934","relate_stocks":{"LU0557290698.USD":"施罗德环球可持续增长基金","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","BK4612":"AI芯片","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","BK4614":"Manus概念股","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","SG9999001424.SGD":"United E-Commerce Fund SGD","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","BK4532":"文艺复兴科技持仓","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0080751232.USD":"富达环球多元动力基金A","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","NVDA":"英伟达","BK4099":"汽车制造商","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU0444971666.USD":"天利全球科技基金","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD) INC","LU1821325948.USD":"NINETY ONE GSF GLOBAL MACRO ALLOCATION \"A\" (USD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","BK4567":"ESG概念","LU0082616367.USD":"摩根大通美国科技A（dist）","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4503":"景林资产持仓","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0823414478.USD":"法巴经典能源转换基金","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU2322448791.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (USD) INC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU2322448957.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (HKD) INC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4543":"AI","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","BK4511":"特斯拉概念","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","BK4516":"特朗普概念","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","BK4549":"软银资本持仓","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","BK4548":"巴美列捷福持仓","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0823411888.USD":"法巴消费创新基金 Cap","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4554":"元宇宙及AR概念","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","BK4555":"新能源车","BK4587":"ChatGPT概念","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","BK4550":"红杉资本持仓","BK4588":"碎股","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","BK4551":"寇图资本持仓","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","LU0251132253.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","BK4529":"IDC概念","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG) ACC","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU1923622291.USD":"Natixis Thematics Safety R/A USD","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","BK4527":"明星科技股","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","BK4579":"人工智能","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0079474960.USD":"联博美国增长基金A","BK4574":"无人驾驶","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","BK4581":"高盛持仓","LU2063271972.USD":"富兰克林创新领域基金","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4141":"半导体产品","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU0354030511.USD":"ALLSPRING U.S. LARGE CAP GROWTH \"I\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU2087625088.SGD":"ALLSPRING US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) INC (M)","SG9999002232.USD":"Allianz Global High Payout USD","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","SG9999002224.SGD":"Allianz Global High Payout SGD","SG9999015978.USD":"利安颠覆性创新基金A","LU0061474960.USD":"天利环球焦点基金AU Acc","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU0048584097.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","SG9999014559.SGD":"United Income Focus Trust Dis SGD","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","BK4592":"伊斯兰概念","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0861579265.USD":"联博低波幅策略股票基金A","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","BK4598":"佩洛西持仓","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","BK4605":"半导体精选","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","BK4608":"AI应用概念股","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","BK4604":"机器人概念","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC"},"source_url":"https://wallstreetcn.com/articles/3756804","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108099210","content_text":"黄仁勋说，Blackwell的需求“非常非常高”，我们正处于新工业革命的开端；几乎所有马斯克参与的事都想参与其中；对英伟达投资OpenAI的唯一遗憾是没投更多；对AMD协议给OpenAI多达10%股份感到吃惊。谈到中美AI竞争，他认为中国在能源建设方面遥遥领先。周三媒体称，xAI寻求融资200亿美元，英伟达将投20亿。英伟达CEO黄仁勋再次力挺人工智能（AI）需求强劲的观点，并确认了英伟达参投马斯克旗下初创xAI的消息。美东时间10月8日周三的媒体采访中，黄仁勋表示，过去六个月AI计算需求大幅上升，英伟达新一代架构Blackwell的芯片需求“非常非常高”。他认为这标志着“新一轮工业革命”开始。对于英伟达投资xAI，黄仁勋表示，唯一的遗憾是没给马斯克更多投资。黄仁勋提到AI需求激增后，英伟达股价周三扭转三连跌的势头，收涨超2%。对于英伟达的竞争对手AMD本周宣布与OpenAI达成大规模的芯片供应协议，黄仁勋称该交易“巧妙”但令人吃惊，因为AMD向OpenAI提供了相当于10%AMD股权的认股权证。对于两周前公布的英伟达千亿美元投资OpenAI计划，黄仁勋认为只是遗憾没投更多。业内分析师预计，到2026年，全球的AI基础设施合计支出可能达到2万亿美元。AI模型正在从提供简单问答向拥有复杂的推理能力演进，这推动了计算需求呈指数级增长。AI计算需求激增 Blackwell芯片供不应求本周三，被问到投资者最常问什么问题时，黄仁勋强调：“今年、特别是过去六个月，计算需求大幅增长。”黄仁勋解释称，AI推理模型正使用指数级的计算能力，但同时也看到指数级的需求增长，因为其结果非常出色。他说：“AI已经足够智能，人人都想用它。我们现在同时看到两个指数级增长。”英伟达最先进的Blackwell图形处理器（GPU）需求尤其旺盛。该芯片拥有2080亿个晶体管和全新AI加速技术，已成为从OpenAI的ChatGPT到其他AI模型数据中心的核心支撑。黄仁勋说，“对Blackwell的需求非常非常高”，还说\"我认为我们正处于新一轮建设的开端，新工业革命的开端。\"英伟达上月宣布，计划未来十年向OpenAI共计投资1000亿美元，支持OpenAI部署需要10千兆瓦电力的英伟达系统，相当于400万至500万个GPU。英伟达据称20亿美元参与xAI融资轮本周三有媒体报道，xAI正寻求筹集约200亿美元资金，英伟达将投资20亿美元。该融资包括股权和债务，通过特殊目的工具购买英伟达处理器并租给xAI用于其Colossus 2项目。该媒体获悉，xAI的融资将分为约75亿美元股权和高达125亿美元债务。xAI今年早些时候已通过股权和债务融资约100亿美元，但鉴于今年6月有报道援引财务数据称，xAI每月大概烧钱10亿美元，该公司仍需追加数十亿美元资金投入。黄仁勋周三对另一媒体确认了英伟达投资xAI，称：“我对他们（xAI）提供的融资机会感到非常兴奋。我们已经是xAI的投资者，我对xAI的唯一遗憾是没有给他（马斯克）更多资金。\"黄仁勋高度评价马斯克的创业经历，称这位特斯拉和SpaceX的创始人擅长打造变革性的公司。他表示：“几乎所有埃隆（·马斯克）参与的事，你都真的想参与其中。”对AMD协议给OpenAI股份感到吃惊 遗憾投资OpenAI不够多对于AMD本周一宣布的与OpenAI多年合作协议，黄仁勋表示吃惊。根据协议，OpenAI承诺购买6千兆瓦（GW）芯片，包括AMD即将推出的MI450系列，作为交换，OpenAI将获得最多1.6亿股AMD认股权证。黄仁勋说：“考虑到他们对下一代产品如此兴奋，这（协议）真是富有想象力，而且独一无二，令人吃惊。我很惊讶，他们竟然在产品还没开发出来之前就放弃了10%的公司股份。无论如何，我想这很巧妙。”AMD股价自宣布该协议以来大幅上涨，本周累计涨幅达35%。该交易挑战了英伟达在AI芯片行业的主导地位。黄仁勋说，英伟达对OpenAI的投资同OpenAI与AMD 的交易“截然不同”，因为它允许英伟达直接向OpenAI出售产品。被问到OpenAI如何为与英伟达的交易筹集资金时，黄仁勋表示，OpenAI“现在还没钱”，“首先要通过他们正在成倍增长的收入、股权或债务来筹资。他们给了我们机会，让我们在时机成熟时与其他投资者一起投资。”黄仁勋同时表达了对英伟达投资OpenAI不足的遗憾。他说：“我们之前投资OpenAI后，唯一的遗憾就是没有投更多。”黄仁勋表示，他认为云服务商CoreWeave 是英伟达近期几项“非常出色的投资”之一。“他们是真正特别的公司，他们正在构建，他们是我们生态系统的一部分，正在为世界构建 AI 基础设施。”AI竞争：中国在能源建设方面遥遥领先在谈及AI竞争格局时，黄仁勋表示美国目前“领先不多”。他指出，中国在建设支持AI所需电力方面的速度远超美国。黄仁勋说：“中国在能源方面遥遥领先。” 他认为AI行业需要在电网之外建设新的发电能力，以快速满足需求并保护消费者免受电价上涨影响。黄仁勋建议数据中心应配备天然气发电设备，未来可能使用核电。他表示：“我们应该投资几乎所有可能的发电方式。数据中心自发电比接入电网移动更快，我们必须这样做。”按照与英伟达达成的协议，OpenAI计划建设10GW的数据中心。这一容量相当于800万美国家庭全年的耗电量，或者等于2024年夏季纽约市的峰值基准电力需求量，凸显了AI行业对能源的巨大需求。","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":196,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":485291189637672,"gmtCreate":1759508434606,"gmtModify":1759536503690,"author":{"id":"3576711565896276","authorId":"3576711565896276","name":"无语333","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576711565896276","authorIdStr":"3576711565896276"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> ","listText":"<a href=\"https://laohu8.com/S/CRCL\">$Circle Internet Corp.(CRCL)$</a> ","text":"$Circle Internet Corp.(CRCL)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/485291189637672","isVote":1,"tweetType":1,"viewCount":141,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":451805591441432,"gmtCreate":1751330359617,"gmtModify":1751334103150,"author":{"id":"3576711565896276","authorId":"3576711565896276","name":"无语333","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3576711565896276","authorIdStr":"3576711565896276"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/451805591441432","repostId":"451542222946448","repostType":1,"repost":{"id":451542222946448,"gmtCreate":1751244012000,"gmtModify":1751249653352,"author":{"id":"10000000000010592","authorId":"10000000000010592","name":"白日梦想甲乙丙","avatar":"https://static.tigerbbs.com/a695eb9a7829510a2f199f476464205a","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010592","authorIdStr":"10000000000010592"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$ </a><a href=\"https://laohu8.com/S/OSCR\">$Oscar Health, Inc.(OSCR)$ </a>这货要是能像周五早盘那样暴跌就好了，本韭菜就能抄底看涨期权啦","listText":"<a href=\"https://laohu8.com/S/TEM\">$Tempus AI(TEM)$ </a><a href=\"https://laohu8.com/S/OSCR\">$Oscar Health, Inc.(OSCR)$ </a>这货要是能像周五早盘那样暴跌就好了，本韭菜就能抄底看涨期权啦","text":"$Tempus AI(TEM)$ $Oscar Health, Inc.(OSCR)$ 这货要是能像周五早盘那样暴跌就好了，本韭菜就能抄底看涨期权啦","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/451542222946448","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":536,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
