青蛙小崽子的个人主页 - 老虎社区

青蛙小崽子

青蛙小崽子

静待花开~

IP属地：广东

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0勋章

青蛙小崽子

08-20

$东方甄选(01797)$ 这杀猪盘不会还有人买吧？

青蛙小崽子

08-13

关税已经满足不了川普了

白宫：英伟达AMD上缴15%在华收入，或扩大至更多公司

青蛙小崽子

07-15

$ALB.HK 20250929 115.00 PUT$

青蛙小崽子

06-13

太妖了，继续加put

青蛙小崽子

04-11

$标普500(.SPX)$ 目前看涨跌涨跌涨跌，看90天后吧，多

青蛙小崽子

04-11

$标普500(.SPX)$ 一个月起

青蛙小崽子

02-27

$谷歌(GOOG)$ 能牛一把吗？太拉胯了

青蛙小崽子

02-18

$GOOG 20250321 185.0 CALL$ 表现实在差劲

青蛙小崽子

2024-11-07

$苹果(AAPL)$ 太**

青蛙小崽子

2024-11-05

哈里斯将入主白宫，分享啥呢

青蛙小崽子

2021-07-12

$腾讯控股(00700)$真是狗屎啊

青蛙小崽子

2021-06-10

$京东(JD)$强子你挺下行不行啊？

青蛙小崽子

2021-06-01

差劲。。。。

青蛙小崽子

2021-05-19

烂泥

百度回港财报首秀：非广告收入同比增长70%，快手上市获百亿收益

青蛙小崽子

2021-05-10

$拼多多(PDD)$回本了

青蛙小崽子

2021-05-04

跌就对了，泡沫该挤挤了

明星科技股集体下跌，纳指跌超2%

青蛙小崽子

2021-04-21

目标价100

青蛙小崽子

2021-04-20

$拼多多(PDD)$赚钱太难了

青蛙小崽子

2021-03-22

$百度集团-SW(09888)$[捂脸]

青蛙小崽子

2021-03-10

$小米集团-W(01810)$期待做个印钞机[财迷] [财迷] [财迷]

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[开心]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":467163428774344,"gmtCreate":1755070251686,"gmtModify":1755073523381,"author":{"id":"3578111409295494","authorId":"3578111409295494","name":"青蛙小崽子","avatar":"https://static.tigerbbs.com/fb57d8381ed3944bcf2993726f9dc282","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3578111409295494","authorIdStr":"3578111409295494"},"themes":[],"htmlText":"关税已经满足不了川普了","listText":"关税已经满足不了川普了","text":"关税已经满足不了川普了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/467163428774344","repostId":"1171350818","repostType":2,"repost":{"id":"1171350818","kind":"news","pubTimestamp":1755069951,"share":"https://www.laohu8.com/m/news/1171350818?lang=&edition=full","pubTime":"2025-08-13 15:25","market":"us","language":"zh","title":"白宫：英伟达AMD上缴15%在华收入，或扩大至更多公司","url":"https://stock-news.laohu8.com/highlight/detail?id=1171350818","media":"环球时报","summary":"白宫表示，该协议未来可能扩大至更多公司。英伟达CEO黄仁勋（右）与美国总统特朗普（资料图） 图源：外媒当地时间8月12日，白宫发言人卡罗琳·莱维特在记者会上说，目前此类协议仅涉及这两家公司，“但未来或许可以扩大到其他公司”。美国总统特朗普在11日证实，美国政府已经与英伟达达成协议，批准对华出口H20芯片的许可，条件是相关销售收入的15%需上缴政府。白宫随后也证实，AMD也同意类似协议，条件也是上缴部分在华销售收入。","content":"<html><head></head><body><p>8月13日，据美国消费者新闻与商业频道（CNBC）报道，美国白宫12日证实，两家美国芯片制造商<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/AMD\">AMD</a>已经同意一项特殊协议，将其在华销售芯片收入的15%上缴给美国政府，以换取相关产品的出口许可证。白宫表示，该协议未来可能扩大至更多公司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5786670b500cd0271280df188f6e07b2\" alt=\"英伟达CEO黄仁勋（右）与美国总统特朗普（资料图） 图源：外媒\" title=\"英伟达CEO黄仁勋（右）与美国总统特朗普（资料图） 图源：外媒\" tg-width=\"1200\" tg-height=\"675\"/><span>英伟达CEO黄仁勋（右）与美国总统特朗普（资料图） 图源：外媒</span></p><p style=\"text-align: justify;\">当地时间8月12日，白宫发言人卡罗琳·莱维特在记者会上说，目前此类协议仅涉及这两家公司，“但未来或许可以扩大到其他公司”。她还说，美国商务部仍在研究相关法律依据以及具体操作方式，细节将由商务部进一步说明。</p><p>英国《金融时报》此前报道称，这项协议适用于英伟达的H20芯片和AMD的MI308芯片。美国总统特朗普在11日证实，美国政府已经与英伟达达成协议，批准对华出口H20芯片的许可，条件是相关销售收入的15%需上缴政府。白宫随后也证实，AMD也同意类似协议，条件也是上缴部分在华销售收入。</p><p style=\"text-align: justify;\">H20芯片是英伟达按照美国对华技术出口管制要求，专为中国市场设计的AI芯片，性能远不及其国际市场主流GPU芯片H100。今年4月，该芯片被美国以国家安全为由，对包括中国在内的一些国家禁售。在此之前，英伟达曾预计该芯片单季销售额可超80亿美元。7月，英伟达首席执行官（CEO）黄仁勋在北京访问期间宣布，美国政府已批准H20芯片恢复对华出口。</p><p style=\"text-align: justify;\">《金融时报》报道称，这种向企业索要部分收入来换出口许可证的做法是前所未有的。</p></body></html>","source":"lsy1568628563230","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>白宫：英伟达AMD上缴15%在华收入，或扩大至更多公司</title>\n<style 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href=\"https://world.huanqiu.com/article/4NtNqD4k6PL\">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":{"BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","BK4543":"AI","BK4512":"苹果概念","BK4567":"ESG概念","AMD":"美国超微公司","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" 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19:41","market":"us","language":"zh","title":"百度回港财报首秀：非广告收入同比增长70%，快手上市获百亿收益","url":"https://stock-news.laohu8.com/highlight/detail?id=2136496036","media":"第一财经","summary":"北京时间5月18日，百度发布了赴港二次上市后的首份财报，截至2021年3月31日的第一季度，百度实现营收281亿元，同比增长25%；归属百度的净利润为人民币257亿元，非美国通用会计准则下归属百度的净利润43亿元 。从财报看，百度主要营收来自于在线营销收入为163亿元，同比增长27%；非营销收入为42亿元，但增速更快，同比增长70%，称主要受云服务等业务推动。该季度百度的研发费用为人民币51亿元，同比增长15%，主要与人员相关支出有关。","content":"<div>\n<p>北京时间5月18日，百度发布了赴港二次上市后的首份财报，截至2021年3月31日的第一季度，百度实现营收281亿元，同比增长25%；归属百度的净利润为人民币257亿元，非美国通用会计准则下归属百度的净利润43亿元 。值得注意的是，该季度在香港上市的快手带给百度大量收益。财报显示百度其他收益总计净额为人民币238亿元（36.3亿美元），包括长期投资的公允价值收益人民币237亿元，其中主要包括快手科技...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210518194213774f3f1f&s=b\">Web Link</a>\n\n</div>\n","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\" 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n百度回港财报首秀：非广告收入同比增长70%，快手上市获百亿收益\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-18 19:41 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210518194213774f3f1f&s=b><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间5月18日，百度发布了赴港二次上市后的首份财报，截至2021年3月31日的第一季度，百度实现营收281亿元，同比增长25%；归属百度的净利润为人民币257亿元，非美国通用会计准则下归属百度的净利润43亿元 。值得注意的是，该季度在香港上市的快手带给百度大量收益。财报显示百度其他收益总计净额为人民币238亿元（36.3亿美元），包括长期投资的公允价值收益人民币237亿元，其中主要包括快手科技...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210518194213774f3f1f&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/68a814138696b6daf296c3939a776531","relate_stocks":{"01024":"快手-W","BIDU":"百度"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210518194213774f3f1f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2136496036","content_text":"北京时间5月18日，百度发布了赴港二次上市后的首份财报，截至2021年3月31日的第一季度，百度实现营收281亿元，同比增长25%；归属百度的净利润为人民币257亿元，非美国通用会计准则下归属百度的净利润43亿元 。值得注意的是，该季度在香港上市的快手带给百度大量收益。财报显示百度其他收益总计净额为人民币238亿元（36.3亿美元），包括长期投资的公允价值收益人民币237亿元，其中主要包括快手科技投资收益。此前，百度回港上市一方面希望丰富的融资渠道，另一方面也有望借助港股市场实现价值重估。不过在过去一个季度里，百度股价经历了过山车般的变动。今年2月，百度美股股价达到354.82美元,创下历史新高，受对冲基金爆仓、中概股回调等影响，包括百度、腾讯音乐等在内的热门中概股遭遇大跌，目前百度美股股价距离最高点时已超下跌40%。百度港股已跌破发行价，今日收盘上涨2%为186.7港元。从业务来看，百度将的业务划分为三级增长引擎：第一级是移动生态，第二级是百度智能云，第三级是长远关键业务，包括智能驾驶、小度、生物计算、AI芯片等等。Anlan Capital执行董事陈达今日接受第一财经采访时评价，百度业绩基本在预期上区间，一个亮点是非广告增长超过了整体营收增长，此外AI 价值在财报中逐渐显现。他同时提到，较为关注在华为自动驾驶入局后，百度接下来如何应对。从财报看，百度主要营收来自于在线营销收入为163亿元，同比增长27%；非营销收入为42亿元，但增速更快，同比增长70%，称主要受云服务等业务推动。百度在财报中并未公布云业务的营收数据，但透露在AI PaaS方面，某零售银行接入了智能云的AI PaaS后，后续又复购五次，包括智能客服以及私有云部署等。财报显示，该季度百度销售及管理费用为人民币52亿元（800百万美元），同比增长36%，主要是由于渠道支出及推广费用增加所致。该季度百度的研发费用为人民币51亿元（778百万美元），同比增长15%，主要与人员相关支出有关。移动生态是百度增长的基本盘，从数据来看，2021年3月，百度App月活用户达到 5.58 亿，日登录用户占比超过75％ 。智能小程序的MAU达4.16亿，,智能小程序数量较去年增长74% 。围绕芯片、自动驾驶等新兴业务，百度也披露最新进展。财报披露，芯片业务百度昆仑于今年4月完成第一轮融资，融资后估值为20亿美元。该芯片旨在优化AI工作负荷及完善云成本结构 。一位百度内部人士告诉记者，百度的AI芯片昆仑已经在百度自己的搜索引擎和生态里使用，7纳米的昆仑2芯片预计将在今年下半年实现量产。第一季度，百度Apollo累计L4级自动驾驶道路测试总里程破1000万公里；从测试资质来看，百度Apollo获中国首批夜间及特殊天气自动驾驶公开道路测试资质，并获得北京、沧州、长沙完全无人驾驶测试（驾驶位无人）许可。在自动驾驶领域，伴随着华为入局，玩家们面临着更强劲的竞争。目前玩家主要为三类企业，一是造车新势力及传统汽车的新品牌，二是纯互联网公司如谷歌、百度、阿里等，第三种则是华为、小米、富士康等供应链上的硬件厂商。在今年第一季度，百度造车靴子落地，并在3月2日正式注册完成集度汽车有限公司。集度汽车CEO夏一平不久前对第一财经透露，目前集度汽车团队规模在100人左右，整车设计核心团队已经搭建完毕，第一款接近量产的车型将于明年车展亮相，它看起来很可能像一个“智能机器人”。按照计划，集度汽车随后将按每1年-1.5年一款新车的节奏发布，未来五年的初步投资预算达到500亿人民币，新一轮的融资也在计划当中。文章作者刘佳","news_type":1,"symbols_score_info":{"90022":1,"01024":1,"BIDU":1}},"isVote":1,"tweetType":1,"viewCount":3453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":190722786,"gmtCreate":1620654204245,"gmtModify":1620654204245,"author":{"id":"3578111409295494","authorId":"3578111409295494","name":"青蛙小崽子","avatar":"https://static.tigerbbs.com/fb57d8381ed3944bcf2993726f9dc282","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3578111409295494","authorIdStr":"3578111409295494"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>回本了","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$</a>回本了","text":"$拼多多(PDD)$回本了","images":[{"img":"https://static.tigerbbs.com/9f8c3f5c9ce4cde04f1514677f7516f7","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/190722786","isVote":1,"tweetType":1,"viewCount":3709,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":106496105,"gmtCreate":1620137700407,"gmtModify":1620137700407,"author":{"id":"3578111409295494","authorId":"3578111409295494","name":"青蛙小崽子","avatar":"https://static.tigerbbs.com/fb57d8381ed3944bcf2993726f9dc282","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3578111409295494","authorIdStr":"3578111409295494"},"themes":[],"htmlText":"跌就对了，泡沫该挤挤了","listText":"跌就对了，泡沫该挤挤了","text":"跌就对了，泡沫该挤挤了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/106496105","repostId":"1123930105","repostType":4,"repost":{"id":"1123930105","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":1620137361,"share":"https://www.laohu8.com/m/news/1123930105?lang=&edition=full","pubTime":"2021-05-04 22:09","market":"us","language":"zh","title":"明星科技股集体下跌，纳指跌超2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1123930105","media":"老虎资讯综合","summary":"周二，美股纳斯达克指数大幅低开后持续下行，截至发稿跌幅至2.17%。明星科技股集体走低，英伟达跌3.88%，Paypal(PYPL.O)跌3.58%，苹果跌3.03%，高通跌2.8%、Adobe跌1.","content":"<p>周二，美股纳斯达克指数大幅低开后持续下行，截至发稿跌幅至2.17%。</p><p><img src=\"https://static.tigerbbs.com/c4307b3f3a162abd43154ad99cd7ad3e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>明星科技股集体走低，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌3.88%，Paypal(PYPL.O)跌3.58%，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌3.03%，<a href=\"https://laohu8.com/S/QCOM\">高通</a>跌2.8%、<a href=\"https://laohu8.com/S/ADBE\">Adobe</a>跌1.97%。</p>","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>明星科技股集体下跌，纳指跌超2%</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 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22:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周二，美股纳斯达克指数大幅低开后持续下行，截至发稿跌幅至2.17%。</p><p><img src=\"https://static.tigerbbs.com/c4307b3f3a162abd43154ad99cd7ad3e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>明星科技股集体走低，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌3.88%，Paypal(PYPL.O)跌3.58%，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌3.03%，<a href=\"https://laohu8.com/S/QCOM\">高通</a>跌2.8%、<a href=\"https://laohu8.com/S/ADBE\">Adobe</a>跌1.97%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/48729940b5a815d99b2cb055fae07190","relate_stocks":{".IXIC":"NASDAQ 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22:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周二，美股纳斯达克指数大幅低开后持续下行，截至发稿跌幅至2.17%。</p><p><img src=\"https://static.tigerbbs.com/c4307b3f3a162abd43154ad99cd7ad3e\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"></p><p>明星科技股集体走低，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌3.88%，Paypal(PYPL.O)跌3.58%，<a href=\"https://laohu8.com/S/AAPL\">苹果</a>跌3.03%，<a href=\"https://laohu8.com/S/QCOM\">高通</a>跌2.8%、<a href=\"https://laohu8.com/S/ADBE\">Adobe</a>跌1.97%。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/48729940b5a815d99b2cb055fae07190","relate_stocks":{".IXIC":"NASDAQ 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href=\"https://laohu8.com/S/01797\">$东方甄选(01797)$&nbsp;</a> 这杀猪盘不会还有人买吧？","text":"$东方甄选(01797)$ 这杀猪盘不会还有人买吧？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/469498697052544","isVote":1,"tweetType":1,"viewCount":916,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4218443294238770","authorId":"4218443294238770","name":"小草趴着","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4218443294238770","authorIdStr":"4218443294238770"},"content":"猪胖，你有肉吗 [开心]","text":"猪胖，你有肉吗 [开心]","html":"猪胖，你有肉吗 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15:25","market":"us","language":"zh","title":"白宫：英伟达AMD上缴15%在华收入，或扩大至更多公司","url":"https://stock-news.laohu8.com/highlight/detail?id=1171350818","media":"环球时报","summary":"白宫表示，该协议未来可能扩大至更多公司。英伟达CEO黄仁勋（右）与美国总统特朗普（资料图） 图源：外媒当地时间8月12日，白宫发言人卡罗琳·莱维特在记者会上说，目前此类协议仅涉及这两家公司，“但未来或许可以扩大到其他公司”。美国总统特朗普在11日证实，美国政府已经与英伟达达成协议，批准对华出口H20芯片的许可，条件是相关销售收入的15%需上缴政府。白宫随后也证实，AMD也同意类似协议，条件也是上缴部分在华销售收入。","content":"<html><head></head><body><p>8月13日，据美国消费者新闻与商业频道（CNBC）报道，美国白宫12日证实，两家美国芯片制造商<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/AMD\">AMD</a>已经同意一项特殊协议，将其在华销售芯片收入的15%上缴给美国政府，以换取相关产品的出口许可证。白宫表示，该协议未来可能扩大至更多公司。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5786670b500cd0271280df188f6e07b2\" alt=\"英伟达CEO黄仁勋（右）与美国总统特朗普（资料图） 图源：外媒\" title=\"英伟达CEO黄仁勋（右）与美国总统特朗普（资料图） 图源：外媒\" tg-width=\"1200\" tg-height=\"675\"/><span>英伟达CEO黄仁勋（右）与美国总统特朗普（资料图） 图源：外媒</span></p><p style=\"text-align: justify;\">当地时间8月12日，白宫发言人卡罗琳·莱维特在记者会上说，目前此类协议仅涉及这两家公司，“但未来或许可以扩大到其他公司”。她还说，美国商务部仍在研究相关法律依据以及具体操作方式，细节将由商务部进一步说明。</p><p>英国《金融时报》此前报道称，这项协议适用于英伟达的H20芯片和AMD的MI308芯片。美国总统特朗普在11日证实，美国政府已经与英伟达达成协议，批准对华出口H20芯片的许可，条件是相关销售收入的15%需上缴政府。白宫随后也证实，AMD也同意类似协议，条件也是上缴部分在华销售收入。</p><p style=\"text-align: justify;\">H20芯片是英伟达按照美国对华技术出口管制要求，专为中国市场设计的AI芯片，性能远不及其国际市场主流GPU芯片H100。今年4月，该芯片被美国以国家安全为由，对包括中国在内的一些国家禁售。在此之前，英伟达曾预计该芯片单季销售额可超80亿美元。7月，英伟达首席执行官（CEO）黄仁勋在北京访问期间宣布，美国政府已批准H20芯片恢复对华出口。</p><p style=\"text-align: justify;\">《金融时报》报道称，这种向企业索要部分收入来换出口许可证的做法是前所未有的。</p></body></html>","source":"lsy1568628563230","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>白宫：英伟达AMD上缴15%在华收入，或扩大至更多公司</title>\n<style 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href=\"https://world.huanqiu.com/article/4NtNqD4k6PL\">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":{"BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","BK4543":"AI","BK4512":"苹果概念","BK4567":"ESG概念","AMD":"美国超微公司","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","NVDA":"英伟达","BK4573":"虚拟现实"},"source_url":"https://world.huanqiu.com/article/4NtNqD4k6PL","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171350818","content_text":"8月13日，据美国消费者新闻与商业频道（CNBC）报道，美国白宫12日证实，两家美国芯片制造商英伟达和AMD已经同意一项特殊协议，将其在华销售芯片收入的15%上缴给美国政府，以换取相关产品的出口许可证。白宫表示，该协议未来可能扩大至更多公司。英伟达CEO黄仁勋（右）与美国总统特朗普（资料图） 图源：外媒当地时间8月12日，白宫发言人卡罗琳·莱维特在记者会上说，目前此类协议仅涉及这两家公司，“但未来或许可以扩大到其他公司”。她还说，美国商务部仍在研究相关法律依据以及具体操作方式，细节将由商务部进一步说明。英国《金融时报》此前报道称，这项协议适用于英伟达的H20芯片和AMD的MI308芯片。美国总统特朗普在11日证实，美国政府已经与英伟达达成协议，批准对华出口H20芯片的许可，条件是相关销售收入的15%需上缴政府。白宫随后也证实，AMD也同意类似协议，条件也是上缴部分在华销售收入。H20芯片是英伟达按照美国对华技术出口管制要求，专为中国市场设计的AI芯片，性能远不及其国际市场主流GPU芯片H100。今年4月，该芯片被美国以国家安全为由，对包括中国在内的一些国家禁售。在此之前，英伟达曾预计该芯片单季销售额可超80亿美元。7月，英伟达首席执行官（CEO）黄仁勋在北京访问期间宣布，美国政府已批准H20芯片恢复对华出口。《金融时报》报道称，这种向企业索要部分收入来换出口许可证的做法是前所未有的。","news_type":1,"symbols_score_info":{"AMD":1,"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":694,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":456813233164376,"gmtCreate":1752563957255,"gmtModify":1752563959203,"author":{"id":"3578111409295494","authorId":"3578111409295494","name":"青蛙小崽子","avatar":"https://static.tigerbbs.com/fb57d8381ed3944bcf2993726f9dc282","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3578111409295494","authorIdStr":"3578111409295494"},"themes":[],"htmlText":"<a 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210518194213774f3f1f&s=b><strong>第一财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>北京时间5月18日，百度发布了赴港二次上市后的首份财报，截至2021年3月31日的第一季度，百度实现营收281亿元，同比增长25%；归属百度的净利润为人民币257亿元，非美国通用会计准则下归属百度的净利润43亿元 。值得注意的是，该季度在香港上市的快手带给百度大量收益。财报显示百度其他收益总计净额为人民币238亿元（36.3亿美元），包括长期投资的公允价值收益人民币237亿元，其中主要包括快手科技...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210518194213774f3f1f&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/68a814138696b6daf296c3939a776531","relate_stocks":{"01024":"快手-W","BIDU":"百度"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20210518194213774f3f1f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2136496036","content_text":"北京时间5月18日，百度发布了赴港二次上市后的首份财报，截至2021年3月31日的第一季度，百度实现营收281亿元，同比增长25%；归属百度的净利润为人民币257亿元，非美国通用会计准则下归属百度的净利润43亿元 。值得注意的是，该季度在香港上市的快手带给百度大量收益。财报显示百度其他收益总计净额为人民币238亿元（36.3亿美元），包括长期投资的公允价值收益人民币237亿元，其中主要包括快手科技投资收益。此前，百度回港上市一方面希望丰富的融资渠道，另一方面也有望借助港股市场实现价值重估。不过在过去一个季度里，百度股价经历了过山车般的变动。今年2月，百度美股股价达到354.82美元,创下历史新高，受对冲基金爆仓、中概股回调等影响，包括百度、腾讯音乐等在内的热门中概股遭遇大跌，目前百度美股股价距离最高点时已超下跌40%。百度港股已跌破发行价，今日收盘上涨2%为186.7港元。从业务来看，百度将的业务划分为三级增长引擎：第一级是移动生态，第二级是百度智能云，第三级是长远关键业务，包括智能驾驶、小度、生物计算、AI芯片等等。Anlan Capital执行董事陈达今日接受第一财经采访时评价，百度业绩基本在预期上区间，一个亮点是非广告增长超过了整体营收增长，此外AI 价值在财报中逐渐显现。他同时提到，较为关注在华为自动驾驶入局后，百度接下来如何应对。从财报看，百度主要营收来自于在线营销收入为163亿元，同比增长27%；非营销收入为42亿元，但增速更快，同比增长70%，称主要受云服务等业务推动。百度在财报中并未公布云业务的营收数据，但透露在AI PaaS方面，某零售银行接入了智能云的AI PaaS后，后续又复购五次，包括智能客服以及私有云部署等。财报显示，该季度百度销售及管理费用为人民币52亿元（800百万美元），同比增长36%，主要是由于渠道支出及推广费用增加所致。该季度百度的研发费用为人民币51亿元（778百万美元），同比增长15%，主要与人员相关支出有关。移动生态是百度增长的基本盘，从数据来看，2021年3月，百度App月活用户达到 5.58 亿，日登录用户占比超过75％ 。智能小程序的MAU达4.16亿，,智能小程序数量较去年增长74% 。围绕芯片、自动驾驶等新兴业务，百度也披露最新进展。财报披露，芯片业务百度昆仑于今年4月完成第一轮融资，融资后估值为20亿美元。该芯片旨在优化AI工作负荷及完善云成本结构 。一位百度内部人士告诉记者，百度的AI芯片昆仑已经在百度自己的搜索引擎和生态里使用，7纳米的昆仑2芯片预计将在今年下半年实现量产。第一季度，百度Apollo累计L4级自动驾驶道路测试总里程破1000万公里；从测试资质来看，百度Apollo获中国首批夜间及特殊天气自动驾驶公开道路测试资质，并获得北京、沧州、长沙完全无人驾驶测试（驾驶位无人）许可。在自动驾驶领域，伴随着华为入局，玩家们面临着更强劲的竞争。目前玩家主要为三类企业，一是造车新势力及传统汽车的新品牌，二是纯互联网公司如谷歌、百度、阿里等，第三种则是华为、小米、富士康等供应链上的硬件厂商。在今年第一季度，百度造车靴子落地，并在3月2日正式注册完成集度汽车有限公司。集度汽车CEO夏一平不久前对第一财经透露，目前集度汽车团队规模在100人左右，整车设计核心团队已经搭建完毕，第一款接近量产的车型将于明年车展亮相，它看起来很可能像一个“智能机器人”。按照计划，集度汽车随后将按每1年-1.5年一款新车的节奏发布，未来五年的初步投资预算达到500亿人民币，新一轮的融资也在计划当中。文章作者刘佳","news_type":1,"symbols_score_info":{"90022":1,"01024":1,"BIDU":1}},"isVote":1,"tweetType":1,"viewCount":3453,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":371451553,"gmtCreate":1618967367672,"gmtModify":1618967367672,"author":{"id":"3578111409295494","authorId":"3578111409295494","name":"青蛙小崽子","avatar":"https://static.tigerbbs.com/fb57d8381ed3944bcf2993726f9dc282","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3578111409295494","authorIdStr":"3578111409295494"},"themes":[],"htmlText":"目标价100","listText":"目标价100","text":"目标价100","images":[{"img":"https://static.tigerbbs.com/8b076254220e2af6ddcf3ec66558abc7","width":"750","height":"2297"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371451553","isVote":1,"tweetType":1,"viewCount":2071,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":321091506,"gmtCreate":1615383421005,"gmtModify":1703488190476,"author":{"id":"3578111409295494","authorId":"3578111409295494","name":"青蛙小崽子","avatar":"https://static.tigerbbs.com/fb57d8381ed3944bcf2993726f9dc282","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3578111409295494","authorIdStr":"3578111409295494"},"themes":[],"htmlText":"<a 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