nuoer的个人主页 - 老虎社区

nuoer

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IP属地：山东

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2024-11-25

$DJT 20241220 60.0 CALL$ 坑人不浅，刚买上就哗哗掉[捂脸]

2024-10-22

阿三说的是谁[捂脸]

抱歉，原内容已删除

2024-10-02

涨的太猛了，回调很正常。

半导体概念普跌，英伟达、美光、ARM跌逾3%

2024-09-03

这种平台还发布不实消息。什么消息还靠谱？

特斯拉在中国生产六座版Model Y？官方回应：“不实消息”

2024-08-19

大海老师很厉害👍🏻

@早起的虫儿:我平仓了$NVDA 20240920 140.0 CALL$ ,获利了结

2024-08-03

谷歌大涨吗？

抱歉，原内容已删除

2024-07-31

$NVDA 20240920 140.0 CALL$

2024-07-31

盘后上涨是什么意思？

抱歉，原内容已删除

去老虎APP查看更多动态

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坑人不浅，刚买上就哗哗掉[捂脸]","images":[{"img":"https://static.tigerbbs.com/b3677d0484f99150e188defe54135289","width":"912","height":"1368"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/374808235885000","isVote":1,"tweetType":1,"viewCount":2058,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4098233506355600","authorId":"4098233506355600","name":"十四月阙","avatar":"https://static.tigerbbs.com/00cd1460deec808dfaa014150ebf538e","crmLevel":2,"crmLevelSwitch":1,"idStr":"4098233506355600","authorIdStr":"4098233506355600"},"content":"这个票现在还能做？？感觉还是不碰为妙","text":"这个票现在还能做？？感觉还是不碰为妙","html":"这个票现在还能做？？感觉还是不碰为妙"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":362680665018568,"gmtCreate":1729574437752,"gmtModify":1729574439746,"author":{"id":"4180419925020222","authorId":"4180419925020222","name":"nuoer","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180419925020222","authorIdStr":"4180419925020222"},"themes":[],"htmlText":"阿三说的是谁[捂脸]&nbsp;&nbsp;","listText":"阿三说的是谁[捂脸]&nbsp;&nbsp;","text":"阿三说的是谁[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362680665018568","repostId":"1125620949","repostType":4,"isVote":1,"tweetType":1,"viewCount":1018,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355633894154528,"gmtCreate":1727826657148,"gmtModify":1727826658903,"author":{"id":"4180419925020222","authorId":"4180419925020222","name":"nuoer","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180419925020222","authorIdStr":"4180419925020222"},"themes":[],"htmlText":"涨的太猛了，回调很正常。","listText":"涨的太猛了，回调很正常。","text":"涨的太猛了，回调很正常。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355633894154528","repostId":"1166483201","repostType":4,"repost":{"id":"1166483201","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":1727796300,"share":"https://www.laohu8.com/m/news/1166483201?lang=&edition=full","pubTime":"2024-10-01 23:25","market":"us","language":"zh","title":"半导体概念普跌，英伟达、美光、ARM跌逾3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1166483201","media":"老虎资讯综合","summary":"周二，美股大盘走低，截至发稿纳指跌幅近2%。半导体概念普跌，费城半导体指数跌2.7%，英伟达、美光、英特尔、ARM跌逾3%，AMD、高通跌超2%，安森美半导体跌1.89%。","content":"<html><head></head><body><p>周二，美股大盘走低，截至发稿纳指跌幅近2%。半导体概念普跌，费城半导体指数跌2.7%，英伟达、美光、英特尔、ARM跌逾3%，AMD、高通跌超2%，安森美半导体跌1.89%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f735a88c360f991fd4458c1af48c189\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/12829704294f9ca346cb275aba7d8d2e\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>超微电脑跌超1%，今日完成1：10拆股。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/feafed0c88b061579f4fbfc5cbfde552\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>半导体概念普跌，英伟达、美光、ARM跌逾3%</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; 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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半导体概念普跌，英伟达、美光、ARM跌逾3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-10-01 23:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周二，美股大盘走低，截至发稿纳指跌幅近2%。半导体概念普跌，费城半导体指数跌2.7%，英伟达、美光、英特尔、ARM跌逾3%，AMD、高通跌超2%，安森美半导体跌1.89%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f735a88c360f991fd4458c1af48c189\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/12829704294f9ca346cb275aba7d8d2e\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>超微电脑跌超1%，今日完成1：10拆股。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/feafed0c88b061579f4fbfc5cbfde552\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"AMD":"美国超微公司","SOX":"费城半导体指数","NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166483201","content_text":"周二，美股大盘走低，截至发稿纳指跌幅近2%。半导体概念普跌，费城半导体指数跌2.7%，英伟达、美光、英特尔、ARM跌逾3%，AMD、高通跌超2%，安森美半导体跌1.89%。超微电脑跌超1%，今日完成1：10拆股。","news_type":1,"symbols_score_info":{"AMD":1.1,"NVDA":1.1,"SOX":1.1}},"isVote":1,"tweetType":1,"viewCount":911,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345413552558384,"gmtCreate":1725349076570,"gmtModify":1725349078491,"author":{"id":"4180419925020222","authorId":"4180419925020222","name":"nuoer","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180419925020222","authorIdStr":"4180419925020222"},"themes":[],"htmlText":"这种平台还发布不实消息。什么消息还靠谱？","listText":"这种平台还发布不实消息。什么消息还靠谱？","text":"这种平台还发布不实消息。什么消息还靠谱？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345413552558384","repostId":"1193645952","repostType":4,"repost":{"id":"1193645952","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":1725348509,"share":"https://www.laohu8.com/m/news/1193645952?lang=&edition=full","pubTime":"2024-09-03 15:28","market":"us","language":"zh","title":"特斯拉在中国生产六座版Model Y？官方回应：“不实消息”","url":"https://stock-news.laohu8.com/highlight/detail?id=1193645952","media":"老虎资讯综合","summary":"“这是不实消息”","content":"<p>今日有市场消息称，特斯拉计划从2025年底开始在中国生产六座版Model Y汽车。 对此，特斯拉中国相关人士回应称：“这是不实消息”。</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>特斯拉在中国生产六座版Model Y？官方回应：“不实消息”</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n特斯拉在中国生产六座版Model Y？官方回应：“不实消息”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-09-03 15:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>今日有市场消息称，特斯拉计划从2025年底开始在中国生产六座版Model Y汽车。 对此，特斯拉中国相关人士回应称：“这是不实消息”。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7c37e2b050b955b1a34b617021b1fb43","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193645952","content_text":"今日有市场消息称，特斯拉计划从2025年底开始在中国生产六座版Model Y汽车。 对此，特斯拉中国相关人士回应称：“这是不实消息”。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":1337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340119477780888,"gmtCreate":1724079089831,"gmtModify":1724079311142,"author":{"id":"4180419925020222","authorId":"4180419925020222","name":"nuoer","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180419925020222","authorIdStr":"4180419925020222"},"themes":[],"htmlText":"大海老师很厉害👍🏻","listText":"大海老师很厉害👍🏻","text":"大海老师很厉害👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340119477780888","repostId":"340154962542688","repostType":1,"repost":{"id":340154962542688,"gmtCreate":1724075934263,"gmtModify":1730904635272,"author":{"id":"3461187603415375","authorId":"3461187603415375","name":"早起的虫儿","avatar":"https://static.tigerbbs.com/1185e480742f59842d8cf3b7a6d3e8ac","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3461187603415375","authorIdStr":"3461187603415375"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/OPT/NVDA 20240920 140.0 CALL\">$NVDA 20240920 140.0 CALL$&nbsp;</a>,获利了结","listText":"我平仓了<a href=\"https://laohu8.com/OPT/NVDA 20240920 140.0 CALL\">$NVDA 20240920 140.0 CALL$&nbsp;</a>,获利了结","text":"我平仓了$NVDA 20240920 140.0 CALL$ ,获利了结","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340154962542688","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":334309998895160,"gmtCreate":1722651792654,"gmtModify":1722652596275,"author":{"id":"4180419925020222","authorId":"4180419925020222","name":"nuoer","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180419925020222","authorIdStr":"4180419925020222"},"themes":[],"htmlText":"谷歌大涨吗？","listText":"谷歌大涨吗？","text":"谷歌大涨吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/334309998895160","repostId":"1151534093","repostType":4,"isVote":1,"tweetType":1,"viewCount":1131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333470488293432,"gmtCreate":1722441294784,"gmtModify":1722441338377,"author":{"id":"4180419925020222","authorId":"4180419925020222","name":"nuoer","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180419925020222","authorIdStr":"4180419925020222"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/NVDA 20240920 140.0 CALL\">$NVDA 20240920 140.0 CALL$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/OPT/NVDA 20240920 140.0 CALL\">$NVDA 20240920 140.0 CALL$ </a>&nbsp;","text":"$NVDA 20240920 140.0 CALL$","images":[{"img":"https://static.tigerbbs.com/6ea592a14549cf6d47aa353e1809fc70","width":"912","height":"1368"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333470488293432","isVote":1,"tweetType":1,"viewCount":1466,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":333404424097840,"gmtCreate":1722424997226,"gmtModify":1722425080924,"author":{"id":"4180419925020222","authorId":"4180419925020222","name":"nuoer","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180419925020222","authorIdStr":"4180419925020222"},"themes":[],"htmlText":"盘后上涨是什么意思？","listText":"盘后上涨是什么意思？","text":"盘后上涨是什么意思？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333404424097840","repostId":"1100280149","repostType":4,"isVote":1,"tweetType":1,"viewCount":1283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":374808235885000,"gmtCreate":1732546978659,"gmtModify":1732548546194,"author":{"id":"4180419925020222","authorId":"4180419925020222","name":"nuoer","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180419925020222","authorIdStr":"4180419925020222"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/DJT 20241220 60.0 CALL\">$DJT 20241220 60.0 CALL$ </a> 坑人不浅，刚买上就哗哗掉[捂脸]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/OPT/DJT 20241220 60.0 CALL\">$DJT 20241220 60.0 CALL$ </a> 坑人不浅，刚买上就哗哗掉[捂脸]&nbsp;&nbsp;","text":"$DJT 20241220 60.0 CALL$ 坑人不浅，刚买上就哗哗掉[捂脸]","images":[{"img":"https://static.tigerbbs.com/b3677d0484f99150e188defe54135289","width":"912","height":"1368"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/374808235885000","isVote":1,"tweetType":1,"viewCount":2058,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4098233506355600","authorId":"4098233506355600","name":"十四月阙","avatar":"https://static.tigerbbs.com/00cd1460deec808dfaa014150ebf538e","crmLevel":2,"crmLevelSwitch":1,"idStr":"4098233506355600","authorIdStr":"4098233506355600"},"content":"这个票现在还能做？？感觉还是不碰为妙","text":"这个票现在还能做？？感觉还是不碰为妙","html":"这个票现在还能做？？感觉还是不碰为妙"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":333404424097840,"gmtCreate":1722424997226,"gmtModify":1722425080924,"author":{"id":"4180419925020222","authorId":"4180419925020222","name":"nuoer","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180419925020222","authorIdStr":"4180419925020222"},"themes":[],"htmlText":"盘后上涨是什么意思？","listText":"盘后上涨是什么意思？","text":"盘后上涨是什么意思？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333404424097840","repostId":"1100280149","repostType":4,"repost":{"id":"1100280149","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":1722396489,"share":"https://www.laohu8.com/m/news/1100280149?lang=&edition=full","pubTime":"2024-07-31 11:28","market":"us","language":"zh","title":"期权大单 | 看涨期权疯狂抢筹！英伟达成交量激增超2倍；AI收入同比翻倍！AMD盘后大涨带飞芯片股","url":"https://stock-news.laohu8.com/highlight/detail?id=1100280149","media":"老虎资讯综合","summary":"期权市场总成交量达41,487,242张合约，其中，看涨期权占比57%。期权合约成交584.61万张，较90日均量放大2.1倍，其中看涨期权占比超60%。英伟达盘后的上涨主要受到AMD财报影响，$美国超微公司$AI收入同比翻倍！盘后股价大涨超7%带飞芯片股。AMD隔夜跌近1%，但其公布财报后，盘后时段股价涨超7%。期权合约成交72.79万张，其中看涨期权占比超66%。8月2日到期的65美元的行权看涨期权交易量特别高，共有36,725份合约交易。","content":"<html><head></head><body><h3 id=\"id_3621638861\">一、市场概览</h3><p>隔夜，美股三大指数涨跌不一，截至收盘，道琼斯指数涨0.50%，报40,743.33点；标普500指数跌0.50%，报5,436.44点；纳斯达克指数跌1.28%，报17,147.42点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b26e6568049657062247c8e1b55b636\" title=\"数据来源：老虎国际\" tg-width=\"914\" tg-height=\"219\"/><span>数据来源：老虎国际</span></p><p>期权市场总成交量达41,487,242张合约，其中，看涨期权占比57%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be1311bdc9a2b40d719ae37df1516c91\" title=\"数据来源：Market Chameleon\" tg-width=\"1660\" tg-height=\"391\"/><span>数据来源：Market Chameleon</span></p><p>标普指数ETF-SPY期权成交843.3万张合约，其中，看跌期权占比53%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8d92388d7d44e82a3b05a1ceb8e8ea1\" title=\"数据来源：Market Chameleon\" tg-width=\"1648\" tg-height=\"402\"/><span>数据来源：Market Chameleon</span></p><h3 id=\"id_2410189897\">二、期权总成交TOP10</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c19e2ce461a8b442d77c95c1ce4d680\" title=\"数据来源：老虎国际\" tg-width=\"1179\" tg-height=\"2235\"/><span>数据来源：老虎国际</span></p><p><strong><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>隔夜跌超7%，但盘后涨超5%。期权合约成交584.61万张，较90日均量放大2.1倍，其中看涨期权占比超60%。</strong>8月2日到期的110美元的行权<strong>看涨期权</strong>交易量特别高，共有235,695份合约交易。 <a class=\"teditor-mention\" data-mention-id=\"NVDA 20240802 110.0 CALL\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020240802%20110.0%20CALL\">$NVDA 20240802 110.0 CALL$</a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62a2c8940eae12fb3fbf5be3ee37eb43\" title=\"数据来源：老虎国际\" tg-width=\"278\" tg-height=\"130\"/><span>数据来源：老虎国际</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8a3951d94e1283179910ad9d8d45c0fd\" title=\"数据来源：Market Chameleon\" tg-width=\"1646\" tg-height=\"283\"/><span>数据来源：Market Chameleon</span></p><p>从消息面上看，隔夜英伟达的大跌或许与<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司有关。苹果公司发布了首个“Apple Intelligence”手机操作系统的测试版本，但市场发现苹果大模型的训练用的是<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>的技术，英伟达含量竟然为零。</p><p style=\"text-align: start;\">与此同时，英伟达面临的竞争压力也愈发严峻。以谷歌为例，这家科技巨头通过自研AI芯片不断壮大其市场份额。<a href=\"https://laohu8.com/S/MSFT\">微软</a>等科技巨头也在逐步减少对英伟达的依赖，转而采用其他竞争品牌的芯片。</p><p>同时，过去两周，大量的投资者因为怀疑人工智能是否能带来预期的回报，而大量撤出科技股。英伟达、苹果、微软和Alphabet都是这一恐慌心态的受害者。不过，也有分析师坚信此时的回撤并不代表一切。目前，分析师的目标股价中位数在每股134美元，较周二收盘价有约30%的上涨空间。英伟达将在8月28日公布第二季度财报。</p><p>英伟达盘后上涨主要受相关概念股影响，<a href=\"https://laohu8.com/S/AMD\">美国超微公司</a>AI收入同比翻倍！盘后股价大涨超7%带飞芯片股。<strong>（今日盘后芯片股概念齐升，AMD涨超7%，英伟达涨超5%，<a href=\"https://laohu8.com/S/TSM\">台积电</a>、<a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>涨超3%）</strong></p><p><strong><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>隔夜跌超4%，期权合约成交160.87万张，其中看涨期权占比超53%。</strong>8月2日到期的230美元的行权<strong>看涨期权</strong>交易量特别高，共有114,367份合约交易。 <a class=\"teditor-mention\" data-mention-id=\"TSLA 20240802 230.0 CALL\" data-mention-name=\"TSLA\" href=\"https://laohu8.com/OPT/TSLA%2020240802%20230.0%20CALL\">$TSLA 20240802 230.0 CALL$</a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3590cad220840daa5f5dc00ba23ab7b\" title=\"数据来源：Market Chameleon\" tg-width=\"1639\" tg-height=\"279\"/><span>数据来源：Market Chameleon</span></p><p>消息方面：美国国家公路交通安全管理局（NHTSA）当地时间周二表示，特斯拉正在美国国内召回超过180万辆电动汽车，主要原因在于特斯拉软件系统存在无法检测到未锁定引擎盖的风险。据了解，未锁定的引擎盖可以完全打开并阻挡驾驶员的视线，从而增加撞车风险。在这一偏空的消息出炉前夕，特斯拉股价在多头狂热情绪之下周一大举反弹超5%。</p><p style=\"text-align: justify;\">特斯拉已经开始推出空中软件更新，以检测各类型号的电动汽车发动引擎盖是否能够回应打开，并向客户发送通知，NHTSA在一份最新声明中表示。</p><p><strong>AMD隔夜跌近1%，但其公布财报后，盘后时段股价涨超7%。期权合约成交72.79万张，其中看涨期权占比超66%。</strong>8月2日到期的150美元的行权<strong>看涨期权</strong>交易量特别高，共有27,984份合约交易。 <a class=\"teditor-mention\" data-mention-id=\"AMD 20240802 150.0 CALL\" data-mention-name=\"AMD\" href=\"https://laohu8.com/OPT/AMD%2020240802%20150.0%20CALL\">$AMD 20240802 150.0 CALL$</a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9344f3177171f4c1317d207f99351889\" title=\"数据来源：老虎国际\" tg-width=\"288\" tg-height=\"148\"/><span>数据来源：老虎国际</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec7e103f843deabf270da17de0bf9cee\" title=\"数据来源：Market Chameleon\" tg-width=\"1638\" tg-height=\"278\"/><span>数据来源：Market Chameleon</span></p><p>财报显示：美国超微公司第二财季营收58亿美元，分析师预期57.3亿美元；调整后每股收益0.69美元，分析师预期0.68美元；二季度营收和盈利均小幅超过预期，数据中心的AI收入同比翻倍并连续两个季度创新高。预计第三财季营收64亿美元至70亿美元，分析师预期66.2亿美元。AMD管理层将数据中心GPU在2024年的销售额预期从40亿美元上调至45亿美元。</p><p><strong>微软隔夜跌近1%，盘后续跌近3%。期权合约成交41.51万张。</strong>8月2日到期的400美元的行权<strong>看跌期权</strong>交易量特别高，共有14,022份合约交易。 <a class=\"teditor-mention\" data-mention-id=\"MSFT 20240802 400.0 PUT\" data-mention-name=\"MSFT\" href=\"https://laohu8.com/OPT/MSFT%2020240802%20400.0%20PUT\">$MSFT 20240802 400.0 PUT$</a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/365565a15ddc7da4721ab5b7a37e7c6f\" title=\"数据来源：老虎国际\" tg-width=\"290\" tg-height=\"123\"/><span>数据来源：老虎国际</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/239019f1cf07431a1e64fcf501e6655a\" title=\"数据来源：Market Chameleon\" tg-width=\"1644\" tg-height=\"279\"/><span>数据来源：Market Chameleon</span></p><p>财报显示：微软第四财季营收647亿美元，分析师预期645.2亿美元；第四财季<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>云业务营收285.2亿美元，分析师预期287.2亿美元；第四财季云收入368亿美元，分析师预期368.4亿美元。虽然整体销售收入和盈利都保住了两位数增长，但微软二季度Azure云业务收入的增长放缓程度超出华尔街预期，令急于看到微软大举投入人工智能获得回报的投资者失望。</p><p>同时，当地时间周二（7月30日），微软再次出现服务中断，该公司称其已经在解决相关问题。根据追踪网站Downdetector汇编的用户报告，有关微软云服务Azure和Microsoft 365中断的报告在美东时间周二早上7点后不久开始激增，在事件高峰期包含数百起投诉。微软表示，该公司已开始尝试修复问题，并显示出改善迹象，正在监控情况以确保问题完全修复。</p><h3 id=\"id_1117838389\">三、异动观察</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/021a7b939896d23caa4cb9a7ec9d05fa\" title=\"数据来源：Market Chameleon\" tg-width=\"1801\" tg-height=\"338\"/><span>数据来源：Market Chameleon</span></p><p><strong>CrowdStrike隔夜跌近10%，期权合约成交44.02万张，较90日均量放大6.6倍，其中看跌期权占比超59%。</strong>8月2日到期的230美元的行权<strong>看跌期权</strong>交易量特别高，共有20,710份合约交易。 <a class=\"teditor-mention\" data-mention-id=\"CRWD 20240802 230.0 PUT\" data-mention-name=\"CRWD\" href=\"https://laohu8.com/OPT/CRWD%2020240802%20230.0%20PUT\">$CRWD 20240802 230.0 PUT$</a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71bd9990a0e3ccd1f29157ffc602866b\" title=\"数据来源：Market Chameleon\" tg-width=\"1640\" tg-height=\"279\"/><span>数据来源：Market Chameleon</span></p><p>消息方面，此前受到微软宕机事件影响的<a href=\"https://laohu8.com/S/DAL\">达美航空</a>计划向微软和CrowdStrike索赔。</p><p><strong><a href=\"https://laohu8.com/S/PYPL\">PayPal</a>隔夜涨超8%，期权合约成交41.51万张，较90日均量放大4倍，其中看跌期权占比超72%。</strong>8月2日到期的65美元的行权<strong>看涨期权</strong>交易量特别高，共有36,725份合约交易。 <a class=\"teditor-mention\" data-mention-id=\"PYPL 20240802 65.0 CALL\" data-mention-name=\"PYPL\" href=\"https://laohu8.com/OPT/PYPL%2020240802%2065.0%20CALL\">$PYPL 20240802 65.0 CALL$</a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/008880a7f0ce8e7dd504e60a4d6911aa\" title=\"数据来源：Market Chameleon\" tg-width=\"1643\" tg-height=\"284\"/><span>数据来源：Market Chameleon</span></p><p>财报显示，公司第二季度净营收78.9亿美元，市场预估78.2亿美元。第二季度调整后运营收益14.6亿美元，市场预估13.1亿美元；第二季度调整后每股收益1.19美元，市场预估1.00美元。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>期权大单 | 看涨期权疯狂抢筹！英伟达成交量激增超2倍；AI收入同比翻倍！AMD盘后大涨带飞芯片股</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期权大单 | 看涨期权疯狂抢筹！英伟达成交量激增超2倍；AI收入同比翻倍！AMD盘后大涨带飞芯片股\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-07-31 11:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><h3 id=\"id_3621638861\">一、市场概览</h3><p>隔夜，美股三大指数涨跌不一，截至收盘，道琼斯指数涨0.50%，报40,743.33点；标普500指数跌0.50%，报5,436.44点；纳斯达克指数跌1.28%，报17,147.42点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1b26e6568049657062247c8e1b55b636\" title=\"数据来源：老虎国际\" tg-width=\"914\" tg-height=\"219\"/><span>数据来源：老虎国际</span></p><p>期权市场总成交量达41,487,242张合约，其中，看涨期权占比57%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be1311bdc9a2b40d719ae37df1516c91\" title=\"数据来源：Market Chameleon\" tg-width=\"1660\" tg-height=\"391\"/><span>数据来源：Market Chameleon</span></p><p>标普指数ETF-SPY期权成交843.3万张合约，其中，看跌期权占比53%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8d92388d7d44e82a3b05a1ceb8e8ea1\" title=\"数据来源：Market Chameleon\" tg-width=\"1648\" tg-height=\"402\"/><span>数据来源：Market Chameleon</span></p><h3 id=\"id_2410189897\">二、期权总成交TOP10</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c19e2ce461a8b442d77c95c1ce4d680\" title=\"数据来源：老虎国际\" tg-width=\"1179\" tg-height=\"2235\"/><span>数据来源：老虎国际</span></p><p><strong><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>隔夜跌超7%，但盘后涨超5%。期权合约成交584.61万张，较90日均量放大2.1倍，其中看涨期权占比超60%。</strong>8月2日到期的110美元的行权<strong>看涨期权</strong>交易量特别高，共有235,695份合约交易。 <a class=\"teditor-mention\" data-mention-id=\"NVDA 20240802 110.0 CALL\" data-mention-name=\"NVDA\" href=\"https://laohu8.com/OPT/NVDA%2020240802%20110.0%20CALL\">$NVDA 20240802 110.0 CALL$</a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62a2c8940eae12fb3fbf5be3ee37eb43\" title=\"数据来源：老虎国际\" tg-width=\"278\" tg-height=\"130\"/><span>数据来源：老虎国际</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8a3951d94e1283179910ad9d8d45c0fd\" title=\"数据来源：Market Chameleon\" tg-width=\"1646\" tg-height=\"283\"/><span>数据来源：Market Chameleon</span></p><p>从消息面上看，隔夜英伟达的大跌或许与<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司有关。苹果公司发布了首个“Apple Intelligence”手机操作系统的测试版本，但市场发现苹果大模型的训练用的是<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>的技术，英伟达含量竟然为零。</p><p style=\"text-align: start;\">与此同时，英伟达面临的竞争压力也愈发严峻。以谷歌为例，这家科技巨头通过自研AI芯片不断壮大其市场份额。<a href=\"https://laohu8.com/S/MSFT\">微软</a>等科技巨头也在逐步减少对英伟达的依赖，转而采用其他竞争品牌的芯片。</p><p>同时，过去两周，大量的投资者因为怀疑人工智能是否能带来预期的回报，而大量撤出科技股。英伟达、苹果、微软和Alphabet都是这一恐慌心态的受害者。不过，也有分析师坚信此时的回撤并不代表一切。目前，分析师的目标股价中位数在每股134美元，较周二收盘价有约30%的上涨空间。英伟达将在8月28日公布第二季度财报。</p><p>英伟达盘后上涨主要受相关概念股影响，<a href=\"https://laohu8.com/S/AMD\">美国超微公司</a>AI收入同比翻倍！盘后股价大涨超7%带飞芯片股。<strong>（今日盘后芯片股概念齐升，AMD涨超7%，英伟达涨超5%，<a href=\"https://laohu8.com/S/TSM\">台积电</a>、<a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>涨超3%）</strong></p><p><strong><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>隔夜跌超4%，期权合约成交160.87万张，其中看涨期权占比超53%。</strong>8月2日到期的230美元的行权<strong>看涨期权</strong>交易量特别高，共有114,367份合约交易。 <a class=\"teditor-mention\" data-mention-id=\"TSLA 20240802 230.0 CALL\" data-mention-name=\"TSLA\" href=\"https://laohu8.com/OPT/TSLA%2020240802%20230.0%20CALL\">$TSLA 20240802 230.0 CALL$</a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e3590cad220840daa5f5dc00ba23ab7b\" title=\"数据来源：Market Chameleon\" tg-width=\"1639\" tg-height=\"279\"/><span>数据来源：Market Chameleon</span></p><p>消息方面：美国国家公路交通安全管理局（NHTSA）当地时间周二表示，特斯拉正在美国国内召回超过180万辆电动汽车，主要原因在于特斯拉软件系统存在无法检测到未锁定引擎盖的风险。据了解，未锁定的引擎盖可以完全打开并阻挡驾驶员的视线，从而增加撞车风险。在这一偏空的消息出炉前夕，特斯拉股价在多头狂热情绪之下周一大举反弹超5%。</p><p style=\"text-align: justify;\">特斯拉已经开始推出空中软件更新，以检测各类型号的电动汽车发动引擎盖是否能够回应打开，并向客户发送通知，NHTSA在一份最新声明中表示。</p><p><strong>AMD隔夜跌近1%，但其公布财报后，盘后时段股价涨超7%。期权合约成交72.79万张，其中看涨期权占比超66%。</strong>8月2日到期的150美元的行权<strong>看涨期权</strong>交易量特别高，共有27,984份合约交易。 <a class=\"teditor-mention\" data-mention-id=\"AMD 20240802 150.0 CALL\" data-mention-name=\"AMD\" href=\"https://laohu8.com/OPT/AMD%2020240802%20150.0%20CALL\">$AMD 20240802 150.0 CALL$</a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9344f3177171f4c1317d207f99351889\" title=\"数据来源：老虎国际\" tg-width=\"288\" tg-height=\"148\"/><span>数据来源：老虎国际</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec7e103f843deabf270da17de0bf9cee\" title=\"数据来源：Market Chameleon\" tg-width=\"1638\" tg-height=\"278\"/><span>数据来源：Market Chameleon</span></p><p>财报显示：美国超微公司第二财季营收58亿美元，分析师预期57.3亿美元；调整后每股收益0.69美元，分析师预期0.68美元；二季度营收和盈利均小幅超过预期，数据中心的AI收入同比翻倍并连续两个季度创新高。预计第三财季营收64亿美元至70亿美元，分析师预期66.2亿美元。AMD管理层将数据中心GPU在2024年的销售额预期从40亿美元上调至45亿美元。</p><p><strong>微软隔夜跌近1%，盘后续跌近3%。期权合约成交41.51万张。</strong>8月2日到期的400美元的行权<strong>看跌期权</strong>交易量特别高，共有14,022份合约交易。 <a class=\"teditor-mention\" data-mention-id=\"MSFT 20240802 400.0 PUT\" data-mention-name=\"MSFT\" href=\"https://laohu8.com/OPT/MSFT%2020240802%20400.0%20PUT\">$MSFT 20240802 400.0 PUT$</a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/365565a15ddc7da4721ab5b7a37e7c6f\" title=\"数据来源：老虎国际\" tg-width=\"290\" tg-height=\"123\"/><span>数据来源：老虎国际</span></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/239019f1cf07431a1e64fcf501e6655a\" title=\"数据来源：Market Chameleon\" tg-width=\"1644\" tg-height=\"279\"/><span>数据来源：Market Chameleon</span></p><p>财报显示：微软第四财季营收647亿美元，分析师预期645.2亿美元；第四财季<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>云业务营收285.2亿美元，分析师预期287.2亿美元；第四财季云收入368亿美元，分析师预期368.4亿美元。虽然整体销售收入和盈利都保住了两位数增长，但微软二季度Azure云业务收入的增长放缓程度超出华尔街预期，令急于看到微软大举投入人工智能获得回报的投资者失望。</p><p>同时，当地时间周二（7月30日），微软再次出现服务中断，该公司称其已经在解决相关问题。根据追踪网站Downdetector汇编的用户报告，有关微软云服务Azure和Microsoft 365中断的报告在美东时间周二早上7点后不久开始激增，在事件高峰期包含数百起投诉。微软表示，该公司已开始尝试修复问题，并显示出改善迹象，正在监控情况以确保问题完全修复。</p><h3 id=\"id_1117838389\">三、异动观察</h3><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/021a7b939896d23caa4cb9a7ec9d05fa\" title=\"数据来源：Market Chameleon\" tg-width=\"1801\" tg-height=\"338\"/><span>数据来源：Market Chameleon</span></p><p><strong>CrowdStrike隔夜跌近10%，期权合约成交44.02万张，较90日均量放大6.6倍，其中看跌期权占比超59%。</strong>8月2日到期的230美元的行权<strong>看跌期权</strong>交易量特别高，共有20,710份合约交易。 <a class=\"teditor-mention\" data-mention-id=\"CRWD 20240802 230.0 PUT\" data-mention-name=\"CRWD\" href=\"https://laohu8.com/OPT/CRWD%2020240802%20230.0%20PUT\">$CRWD 20240802 230.0 PUT$</a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71bd9990a0e3ccd1f29157ffc602866b\" title=\"数据来源：Market Chameleon\" tg-width=\"1640\" tg-height=\"279\"/><span>数据来源：Market Chameleon</span></p><p>消息方面，此前受到微软宕机事件影响的<a href=\"https://laohu8.com/S/DAL\">达美航空</a>计划向微软和CrowdStrike索赔。</p><p><strong><a href=\"https://laohu8.com/S/PYPL\">PayPal</a>隔夜涨超8%，期权合约成交41.51万张，较90日均量放大4倍，其中看跌期权占比超72%。</strong>8月2日到期的65美元的行权<strong>看涨期权</strong>交易量特别高，共有36,725份合约交易。 <a class=\"teditor-mention\" data-mention-id=\"PYPL 20240802 65.0 CALL\" data-mention-name=\"PYPL\" href=\"https://laohu8.com/OPT/PYPL%2020240802%2065.0%20CALL\">$PYPL 20240802 65.0 CALL$</a></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/008880a7f0ce8e7dd504e60a4d6911aa\" title=\"数据来源：Market Chameleon\" tg-width=\"1643\" tg-height=\"284\"/><span>数据来源：Market Chameleon</span></p><p>财报显示，公司第二季度净营收78.9亿美元，市场预估78.2亿美元。第二季度调整后运营收益14.6亿美元，市场预估13.1亿美元；第二季度调整后每股收益1.19美元，市场预估1.00美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1c6e654994d3cd48cced0533e1bb265b","relate_stocks":{"BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","AMD":"美国超微公司","BK4587":"ChatGPT概念","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","TSLA":"特斯拉","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4579":"人工智能","NVDA":"英伟达","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4588":"碎股","BK4550":"红杉资本持仓","MSFT":"微软","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","PYPL":"PayPal","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","CRWD":"CrowdStrike Holdings, Inc.","BK4567":"ESG概念"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100280149","content_text":"一、市场概览隔夜，美股三大指数涨跌不一，截至收盘，道琼斯指数涨0.50%，报40,743.33点；标普500指数跌0.50%，报5,436.44点；纳斯达克指数跌1.28%，报17,147.42点。数据来源：老虎国际期权市场总成交量达41,487,242张合约，其中，看涨期权占比57%。数据来源：Market Chameleon标普指数ETF-SPY期权成交843.3万张合约，其中，看跌期权占比53%。数据来源：Market Chameleon二、期权总成交TOP10数据来源：老虎国际英伟达隔夜跌超7%，但盘后涨超5%。期权合约成交584.61万张，较90日均量放大2.1倍，其中看涨期权占比超60%。8月2日到期的110美元的行权看涨期权交易量特别高，共有235,695份合约交易。 $NVDA 20240802 110.0 CALL$数据来源：老虎国际数据来源：Market Chameleon从消息面上看，隔夜英伟达的大跌或许与苹果公司有关。苹果公司发布了首个“Apple Intelligence”手机操作系统的测试版本，但市场发现苹果大模型的训练用的是谷歌的技术，英伟达含量竟然为零。与此同时，英伟达面临的竞争压力也愈发严峻。以谷歌为例，这家科技巨头通过自研AI芯片不断壮大其市场份额。微软等科技巨头也在逐步减少对英伟达的依赖，转而采用其他竞争品牌的芯片。同时，过去两周，大量的投资者因为怀疑人工智能是否能带来预期的回报，而大量撤出科技股。英伟达、苹果、微软和Alphabet都是这一恐慌心态的受害者。不过，也有分析师坚信此时的回撤并不代表一切。目前，分析师的目标股价中位数在每股134美元，较周二收盘价有约30%的上涨空间。英伟达将在8月28日公布第二季度财报。英伟达盘后上涨主要受相关概念股影响，美国超微公司AI收入同比翻倍！盘后股价大涨超7%带飞芯片股。（今日盘后芯片股概念齐升，AMD涨超7%，英伟达涨超5%，台积电、超微电脑涨超3%）特斯拉隔夜跌超4%，期权合约成交160.87万张，其中看涨期权占比超53%。8月2日到期的230美元的行权看涨期权交易量特别高，共有114,367份合约交易。 $TSLA 20240802 230.0 CALL$数据来源：Market Chameleon消息方面：美国国家公路交通安全管理局（NHTSA）当地时间周二表示，特斯拉正在美国国内召回超过180万辆电动汽车，主要原因在于特斯拉软件系统存在无法检测到未锁定引擎盖的风险。据了解，未锁定的引擎盖可以完全打开并阻挡驾驶员的视线，从而增加撞车风险。在这一偏空的消息出炉前夕，特斯拉股价在多头狂热情绪之下周一大举反弹超5%。特斯拉已经开始推出空中软件更新，以检测各类型号的电动汽车发动引擎盖是否能够回应打开，并向客户发送通知，NHTSA在一份最新声明中表示。AMD隔夜跌近1%，但其公布财报后，盘后时段股价涨超7%。期权合约成交72.79万张，其中看涨期权占比超66%。8月2日到期的150美元的行权看涨期权交易量特别高，共有27,984份合约交易。 $AMD 20240802 150.0 CALL$数据来源：老虎国际数据来源：Market Chameleon财报显示：美国超微公司第二财季营收58亿美元，分析师预期57.3亿美元；调整后每股收益0.69美元，分析师预期0.68美元；二季度营收和盈利均小幅超过预期，数据中心的AI收入同比翻倍并连续两个季度创新高。预计第三财季营收64亿美元至70亿美元，分析师预期66.2亿美元。AMD管理层将数据中心GPU在2024年的销售额预期从40亿美元上调至45亿美元。微软隔夜跌近1%，盘后续跌近3%。期权合约成交41.51万张。8月2日到期的400美元的行权看跌期权交易量特别高，共有14,022份合约交易。 $MSFT 20240802 400.0 PUT$数据来源：老虎国际数据来源：Market Chameleon财报显示：微软第四财季营收647亿美元，分析师预期645.2亿美元；第四财季智能云业务营收285.2亿美元，分析师预期287.2亿美元；第四财季云收入368亿美元，分析师预期368.4亿美元。虽然整体销售收入和盈利都保住了两位数增长，但微软二季度Azure云业务收入的增长放缓程度超出华尔街预期，令急于看到微软大举投入人工智能获得回报的投资者失望。同时，当地时间周二（7月30日），微软再次出现服务中断，该公司称其已经在解决相关问题。根据追踪网站Downdetector汇编的用户报告，有关微软云服务Azure和Microsoft 365中断的报告在美东时间周二早上7点后不久开始激增，在事件高峰期包含数百起投诉。微软表示，该公司已开始尝试修复问题，并显示出改善迹象，正在监控情况以确保问题完全修复。三、异动观察数据来源：Market ChameleonCrowdStrike隔夜跌近10%，期权合约成交44.02万张，较90日均量放大6.6倍，其中看跌期权占比超59%。8月2日到期的230美元的行权看跌期权交易量特别高，共有20,710份合约交易。 $CRWD 20240802 230.0 PUT$数据来源：Market Chameleon消息方面，此前受到微软宕机事件影响的达美航空计划向微软和CrowdStrike索赔。PayPal隔夜涨超8%，期权合约成交41.51万张，较90日均量放大4倍，其中看跌期权占比超72%。8月2日到期的65美元的行权看涨期权交易量特别高，共有36,725份合约交易。 $PYPL 20240802 65.0 CALL$数据来源：Market Chameleon财报显示，公司第二季度净营收78.9亿美元，市场预估78.2亿美元。第二季度调整后运营收益14.6亿美元，市场预估13.1亿美元；第二季度调整后每股收益1.19美元，市场预估1.00美元。","news_type":1,"symbols_score_info":{"AMD":1.1,"CRWD":1.1,"MSFT":1.1,"NVDA":1,"PYPL":1.1,"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":1283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362680665018568,"gmtCreate":1729574437752,"gmtModify":1729574439746,"author":{"id":"4180419925020222","authorId":"4180419925020222","name":"nuoer","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180419925020222","authorIdStr":"4180419925020222"},"themes":[],"htmlText":"阿三说的是谁[捂脸]&nbsp;&nbsp;","listText":"阿三说的是谁[捂脸]&nbsp;&nbsp;","text":"阿三说的是谁[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362680665018568","repostId":"1125620949","repostType":4,"repost":{"id":"1125620949","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":1729558619,"share":"https://www.laohu8.com/m/news/1125620949?lang=&edition=full","pubTime":"2024-10-22 08:56","market":"us","language":"zh","title":"市场消息：英伟达与印度就联合开发人工智能芯片进行初步谈判","url":"https://stock-news.laohu8.com/highlight/detail?id=1125620949","media":"老虎资讯综合","summary":"据市场消息，英伟达与印度就联合开发人工智能芯片进行初步谈判。据介绍，印度塔塔集团旗下塔塔电子、塔塔汽车、Tejas Networks 与ADI签署了一份谅解备忘录，双方将探索在印度进行半导体制造业务的机会，以及在塔塔汽车的电动汽车和Tejas的网络基础设施中使用ADI产品的机会。近年来，印度政府正在积极发展本土芯片制造业。这是印度总理莫迪访问美国期间，与美国总统拜登会晤后提出的。白宫在联合声明中将此次合作称为具有“分水岭”意义。","content":"<html><head></head><body><p>据市场消息，英伟达与印度就联合开发人工智能芯片进行初步谈判。</p><p>英伟达印度人工智能峰会将于10月23日至25日举行，届时英伟达CEO黄仁勋将发表对AI在重塑行业中发挥关键作用的看法。此外会议将讨论数个议题，包括利用英伟达先进的GPU构建人工智能基础设施、为印度语言开发基础模型、促进印度创业生态系统的创新。</p><p>9月23日，黄仁勋参加了印度总理莫迪在纽约主持的圆桌会议，他表示，印度正处于自己的时刻，所有企业都必须抓住这个机会。</p><p>黄仁勋在会后表示，英伟达期待与印度在新兴的人工智能技术上合作：</p><blockquote><p>“印度也是世界上一些最伟大的计算机科学家的故乡。所以这是一个很好的机会。人工智能也是一个新兴产业，一个非常重要的新兴制造业，所以我期待着与印度进行深入的合作，使这成为可能。”</p></blockquote><p>此前，印度“第一财团”塔塔集团（Tata Group）宣布和模拟芯片大厂ADI（Analog Devices Inc.）建立战略联盟，探索在印度合作建立芯片制造工厂的机会。</p><p style=\"text-align: justify;\">据介绍，印度塔塔集团旗下塔塔电子、塔塔汽车、Tejas Networks 与ADI签署了一份谅解备忘录，双方将探索在印度进行半导体制造业务的机会，以及在塔塔汽车的电动汽车和Tejas的网络基础设施中使用ADI产品的机会。</p><p style=\"text-align: justify;\">“塔塔集团致力于在印度建立繁荣的半导体行业，与ADI合作将有助于在整个半导体价值链中实现这一目标。”塔塔集团主席Natarajan Chandrasekaran表示。</p><p>近年来，印度政府正在积极发展本土芯片制造业。在此背景下，今年3月初，塔塔电子宣布与中国台湾功率半导体制造公司力积电（PSMC）合作，将在古吉拉特邦的Dholera建造一座晶圆厂，投资预算为110 亿美元。此外，该公司还计划斥资30亿美元在阿萨姆邦Jagiroad建造一座工厂，用于半导体芯片的组装和测试。塔塔电子还计划在第一家晶圆厂于2026年投产后，再建造两座晶圆厂。</p><p style=\"text-align: justify;\">据彭博社报道，印度还将与美国合作建设一座半导体工厂。这是印度总理莫迪访问美国期间，与美国总统拜登会晤后提出的。白宫在联合声明中将此次合作称为具有“分水岭”意义。双方还表示，将加强美印两国在半导体技术等领域的合作与研究。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>市场消息：英伟达与印度就联合开发人工智能芯片进行初步谈判</title>\n<style 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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市场消息：英伟达与印度就联合开发人工智能芯片进行初步谈判\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-10-22 08:56</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据市场消息，英伟达与印度就联合开发人工智能芯片进行初步谈判。</p><p>英伟达印度人工智能峰会将于10月23日至25日举行，届时英伟达CEO黄仁勋将发表对AI在重塑行业中发挥关键作用的看法。此外会议将讨论数个议题，包括利用英伟达先进的GPU构建人工智能基础设施、为印度语言开发基础模型、促进印度创业生态系统的创新。</p><p>9月23日，黄仁勋参加了印度总理莫迪在纽约主持的圆桌会议，他表示，印度正处于自己的时刻，所有企业都必须抓住这个机会。</p><p>黄仁勋在会后表示，英伟达期待与印度在新兴的人工智能技术上合作：</p><blockquote><p>“印度也是世界上一些最伟大的计算机科学家的故乡。所以这是一个很好的机会。人工智能也是一个新兴产业，一个非常重要的新兴制造业，所以我期待着与印度进行深入的合作，使这成为可能。”</p></blockquote><p>此前，印度“第一财团”塔塔集团（Tata Group）宣布和模拟芯片大厂ADI（Analog Devices Inc.）建立战略联盟，探索在印度合作建立芯片制造工厂的机会。</p><p style=\"text-align: justify;\">据介绍，印度塔塔集团旗下塔塔电子、塔塔汽车、Tejas Networks 与ADI签署了一份谅解备忘录，双方将探索在印度进行半导体制造业务的机会，以及在塔塔汽车的电动汽车和Tejas的网络基础设施中使用ADI产品的机会。</p><p style=\"text-align: justify;\">“塔塔集团致力于在印度建立繁荣的半导体行业，与ADI合作将有助于在整个半导体价值链中实现这一目标。”塔塔集团主席Natarajan Chandrasekaran表示。</p><p>近年来，印度政府正在积极发展本土芯片制造业。在此背景下，今年3月初，塔塔电子宣布与中国台湾功率半导体制造公司力积电（PSMC）合作，将在古吉拉特邦的Dholera建造一座晶圆厂，投资预算为110 亿美元。此外，该公司还计划斥资30亿美元在阿萨姆邦Jagiroad建造一座工厂，用于半导体芯片的组装和测试。塔塔电子还计划在第一家晶圆厂于2026年投产后，再建造两座晶圆厂。</p><p style=\"text-align: justify;\">据彭博社报道，印度还将与美国合作建设一座半导体工厂。这是印度总理莫迪访问美国期间，与美国总统拜登会晤后提出的。白宫在联合声明中将此次合作称为具有“分水岭”意义。双方还表示，将加强美印两国在半导体技术等领域的合作与研究。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f5e8aba7de194dc92d26747c1cfec057","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125620949","content_text":"据市场消息，英伟达与印度就联合开发人工智能芯片进行初步谈判。英伟达印度人工智能峰会将于10月23日至25日举行，届时英伟达CEO黄仁勋将发表对AI在重塑行业中发挥关键作用的看法。此外会议将讨论数个议题，包括利用英伟达先进的GPU构建人工智能基础设施、为印度语言开发基础模型、促进印度创业生态系统的创新。9月23日，黄仁勋参加了印度总理莫迪在纽约主持的圆桌会议，他表示，印度正处于自己的时刻，所有企业都必须抓住这个机会。黄仁勋在会后表示，英伟达期待与印度在新兴的人工智能技术上合作：“印度也是世界上一些最伟大的计算机科学家的故乡。所以这是一个很好的机会。人工智能也是一个新兴产业，一个非常重要的新兴制造业，所以我期待着与印度进行深入的合作，使这成为可能。”此前，印度“第一财团”塔塔集团（Tata Group）宣布和模拟芯片大厂ADI（Analog Devices Inc.）建立战略联盟，探索在印度合作建立芯片制造工厂的机会。据介绍，印度塔塔集团旗下塔塔电子、塔塔汽车、Tejas Networks 与ADI签署了一份谅解备忘录，双方将探索在印度进行半导体制造业务的机会，以及在塔塔汽车的电动汽车和Tejas的网络基础设施中使用ADI产品的机会。“塔塔集团致力于在印度建立繁荣的半导体行业，与ADI合作将有助于在整个半导体价值链中实现这一目标。”塔塔集团主席Natarajan Chandrasekaran表示。近年来，印度政府正在积极发展本土芯片制造业。在此背景下，今年3月初，塔塔电子宣布与中国台湾功率半导体制造公司力积电（PSMC）合作，将在古吉拉特邦的Dholera建造一座晶圆厂，投资预算为110 亿美元。此外，该公司还计划斥资30亿美元在阿萨姆邦Jagiroad建造一座工厂，用于半导体芯片的组装和测试。塔塔电子还计划在第一家晶圆厂于2026年投产后，再建造两座晶圆厂。据彭博社报道，印度还将与美国合作建设一座半导体工厂。这是印度总理莫迪访问美国期间，与美国总统拜登会晤后提出的。白宫在联合声明中将此次合作称为具有“分水岭”意义。双方还表示，将加强美印两国在半导体技术等领域的合作与研究。","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1018,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355633894154528,"gmtCreate":1727826657148,"gmtModify":1727826658903,"author":{"id":"4180419925020222","authorId":"4180419925020222","name":"nuoer","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180419925020222","authorIdStr":"4180419925020222"},"themes":[],"htmlText":"涨的太猛了，回调很正常。","listText":"涨的太猛了，回调很正常。","text":"涨的太猛了，回调很正常。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355633894154528","repostId":"1166483201","repostType":4,"repost":{"id":"1166483201","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":1727796300,"share":"https://www.laohu8.com/m/news/1166483201?lang=&edition=full","pubTime":"2024-10-01 23:25","market":"us","language":"zh","title":"半导体概念普跌，英伟达、美光、ARM跌逾3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1166483201","media":"老虎资讯综合","summary":"周二，美股大盘走低，截至发稿纳指跌幅近2%。半导体概念普跌，费城半导体指数跌2.7%，英伟达、美光、英特尔、ARM跌逾3%，AMD、高通跌超2%，安森美半导体跌1.89%。","content":"<html><head></head><body><p>周二，美股大盘走低，截至发稿纳指跌幅近2%。半导体概念普跌，费城半导体指数跌2.7%，英伟达、美光、英特尔、ARM跌逾3%，AMD、高通跌超2%，安森美半导体跌1.89%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f735a88c360f991fd4458c1af48c189\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/12829704294f9ca346cb275aba7d8d2e\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>超微电脑跌超1%，今日完成1：10拆股。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/feafed0c88b061579f4fbfc5cbfde552\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>半导体概念普跌，英伟达、美光、ARM跌逾3%</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; 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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半导体概念普跌，英伟达、美光、ARM跌逾3%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-10-01 23:25</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周二，美股大盘走低，截至发稿纳指跌幅近2%。半导体概念普跌，费城半导体指数跌2.7%，英伟达、美光、英特尔、ARM跌逾3%，AMD、高通跌超2%，安森美半导体跌1.89%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3f735a88c360f991fd4458c1af48c189\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/12829704294f9ca346cb275aba7d8d2e\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>超微电脑跌超1%，今日完成1：10拆股。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/feafed0c88b061579f4fbfc5cbfde552\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"AMD":"美国超微公司","SOX":"费城半导体指数","NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166483201","content_text":"周二，美股大盘走低，截至发稿纳指跌幅近2%。半导体概念普跌，费城半导体指数跌2.7%，英伟达、美光、英特尔、ARM跌逾3%，AMD、高通跌超2%，安森美半导体跌1.89%。超微电脑跌超1%，今日完成1：10拆股。","news_type":1,"symbols_score_info":{"AMD":1.1,"NVDA":1.1,"SOX":1.1}},"isVote":1,"tweetType":1,"viewCount":911,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":345413552558384,"gmtCreate":1725349076570,"gmtModify":1725349078491,"author":{"id":"4180419925020222","authorId":"4180419925020222","name":"nuoer","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180419925020222","authorIdStr":"4180419925020222"},"themes":[],"htmlText":"这种平台还发布不实消息。什么消息还靠谱？","listText":"这种平台还发布不实消息。什么消息还靠谱？","text":"这种平台还发布不实消息。什么消息还靠谱？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/345413552558384","repostId":"1193645952","repostType":4,"repost":{"id":"1193645952","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":1725348509,"share":"https://www.laohu8.com/m/news/1193645952?lang=&edition=full","pubTime":"2024-09-03 15:28","market":"us","language":"zh","title":"特斯拉在中国生产六座版Model Y？官方回应：“不实消息”","url":"https://stock-news.laohu8.com/highlight/detail?id=1193645952","media":"老虎资讯综合","summary":"“这是不实消息”","content":"<p>今日有市场消息称，特斯拉计划从2025年底开始在中国生产六座版Model Y汽车。 对此，特斯拉中国相关人士回应称：“这是不实消息”。</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>特斯拉在中国生产六座版Model Y？官方回应：“不实消息”</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; 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对此，特斯拉中国相关人士回应称：“这是不实消息”。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7c37e2b050b955b1a34b617021b1fb43","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1193645952","content_text":"今日有市场消息称，特斯拉计划从2025年底开始在中国生产六座版Model Y汽车。 对此，特斯拉中国相关人士回应称：“这是不实消息”。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":1337,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340119477780888,"gmtCreate":1724079089831,"gmtModify":1724079311142,"author":{"id":"4180419925020222","authorId":"4180419925020222","name":"nuoer","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180419925020222","authorIdStr":"4180419925020222"},"themes":[],"htmlText":"大海老师很厉害👍🏻","listText":"大海老师很厉害👍🏻","text":"大海老师很厉害👍🏻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340119477780888","repostId":"340154962542688","repostType":1,"repost":{"id":340154962542688,"gmtCreate":1724075934263,"gmtModify":1730904635272,"author":{"id":"3461187603415375","authorId":"3461187603415375","name":"早起的虫儿","avatar":"https://static.tigerbbs.com/1185e480742f59842d8cf3b7a6d3e8ac","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3461187603415375","authorIdStr":"3461187603415375"},"themes":[],"htmlText":"我平仓了<a href=\"https://laohu8.com/OPT/NVDA 20240920 140.0 CALL\">$NVDA 20240920 140.0 CALL$&nbsp;</a>,获利了结","listText":"我平仓了<a href=\"https://laohu8.com/OPT/NVDA 20240920 140.0 CALL\">$NVDA 20240920 140.0 CALL$&nbsp;</a>,获利了结","text":"我平仓了$NVDA 20240920 140.0 CALL$ ,获利了结","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340154962542688","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1270,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":334309998895160,"gmtCreate":1722651792654,"gmtModify":1722652596275,"author":{"id":"4180419925020222","authorId":"4180419925020222","name":"nuoer","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180419925020222","authorIdStr":"4180419925020222"},"themes":[],"htmlText":"谷歌大涨吗？","listText":"谷歌大涨吗？","text":"谷歌大涨吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/334309998895160","repostId":"1151534093","repostType":4,"repost":{"id":"1151534093","kind":"news","pubTimestamp":1722648571,"share":"https://www.laohu8.com/m/news/1151534093?lang=&edition=full","pubTime":"2024-08-03 09:29","market":"us","language":"zh","title":"谷歌以超25亿美元收购Character AI，独角兽们纷纷求“卖身”","url":"https://stock-news.laohu8.com/highlight/detail?id=1151534093","media":"钛媒体","summary":"以每股约88美元的估值被收购。","content":"<html><head></head><body><p>就在今天凌晨，被马斯克否认的Character AI，终于官宣了并购，而收购方则是创始人曾离开的地方——谷歌。</p><p>北京时间8月3日凌晨，Character.AI宣布，谷歌已同意向 AI 数字人独角兽公司Character.AI支付模型授权费，并将让Character.AI联合创始人兼CEO诺姆·沙泽尔 (Noam Shazeer) 和总裁丹尼尔·德弗雷塔斯 (Daniel De Freitas)，以及Character 从事模型训练和语音人工智能工作的员工（约 130 名员工中的 30 名）加入谷歌，参与Gemini AI 项目。</p><p>此前媒体曾曝出，Character.AI融资困难，正在寻找Meta和其他大厂的并购，马斯克的xAI被曝出重要的收购方之一，后被马斯克予以否认。</p><p>据报道，Character.AI的管理层周五告诉员工，<strong>投资人的股票将以每股约88美元的估值被收购。这大约是 Character 2023 年 A 轮融资股票价值的2.5倍，当时该公司的估值为 10 亿美元。</strong></p><p><strong>因此，谷歌对Character.AI的整体收购价值将超过25亿美元。</strong></p><p>另外，随着CEO带着团队重返谷歌，Character.AI任命公司总法律顾问 Dom Perella 将担任临时首席执行官。而且，该公司将改用Meta Llama 3.1 等开源模型来为其产品提供支持，而不再使用内部模型。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/574be84faa87d4424e4ad995e14c3efe\" alt=\"图片\" title=\"图片\" tg-width=\"1080\" tg-height=\"607\"/><span>图片</span></p><p><strong>据悉，</strong>Character.AI成立于2021年，总部位于美国，联合创始人兼CEO诺姆·沙泽尔是谷歌的早期最重要员工之一，丹尼尔·德弗雷塔斯则是谷歌AI大牛，曾在 Google Brain 启动并领导 LaMDA模型研发。</p><p>创立之初，Character.AI的核心产品是一款AI角色扮演聊天机器人，它构建了一个全新的AI角色扮演社区。用户可以在这里与动漫人物、明星大佬甚至于自定义的各种角色进行交流对话。这种全新的交互体验为用户提供了无限的可能性，让他们能够与自己喜爱的角色进行真实而有趣的互动。同时，沙泽尔就决定要让Character.AI聊天机器人的基本服务供所有人免费使用。这一策略无疑进一步提升了该产品的用户基础和影响力。</p><p><strong>短短三年时间内，Character.AI的发展势头迅猛，估值在2023年3月突破10亿美元，并在去年9月被披露估值超过50亿美元。其中，Character 已从 Andreessen Horowitz（a16z）和 Greycroft 等风险投资机构筹集了超过 1.5 亿美元资金。</strong></p><p>自2023年5月发布以来，Character.ai 安卓下载量已经超过300万次。</p><p>然而，据The information，Character.ai 近几周一直在努力削减成本，公司商业化仍有挑战，目前的付费订阅用户不到 10 万，仅占 7 月份 600 万日活的一小部分。</p><p>谷歌此前曾为 Character 提供云计算服务、先进芯片的使用权以及可转换债券融资。据一名员工称，该公司近几周加强了安全工作，包括从主页上删除浪漫聊天机器人，以符合监管。</p><p>如今，Character.AI团队得到了最终归宿，谷歌拿出大笔资金收购，两位创始人重回谷歌，而数十位研究人员也加入了“大厂”。根据报道，未归属的员工期权将继续以每股 88 美元的价格归属，直至 2026 年 7 月底；这些期权将通过一支基金支付，该基金的资金来自许可协议，期权将在两年后继续归属，但基金将不再保证支付。</p><p><strong>实际上，随着 AI 研发成本逐步攀升，高昂的成本与难以商业化的局势让企业创始人们苦不堪忧。因此，AI独角兽们正在拼命卖身“大厂”，市场的并购争夺赛持续升温。</strong></p><p><strong>过去一段时间</strong>，同为AI独角兽的Adept和Inflection分别卖身亚马逊和微软。虽然在技术上不属于收购，但反垄断监督机构也开始注意到这一点。美国联邦贸易委员会（Federal Trade Commission）正在调查微软与Inflection的交易，以确定该交易是否应被视为微软应向政府报告的收购。</p><p>而中国版Character.AI、清华系大模型公司“聆心智能”早前已被智谱 AI 收入囊中。</p><p>据The Information报道，Character此前曾与 Meta Platforms 和埃隆·马斯克的 xAI 等公司进行过合作谈判，xAI 也考虑收购这家初创公司。<br/></p><p>针对此次收购，谷歌发言人在一份声明中说：“我们特别高兴地欢迎机器学习领域的杰出研究员诺姆的回归，他将和他的少数同事一起加入谷歌 DeepMind 的研究团队。这项协议将为 Character.AI 提供更多资金，使其继续发展并专注于为全球用户打造个性化的人工智能产品。”</p><p>“我非常高兴能够重返谷歌，成为谷歌 DeepMind 团队的一员。我为我们过去 3 年在 Character.AI 所取得的一切成就感到无比自豪。我相信，非独家谷歌授权协议带来的资金，加上出色的 Character.AI 团队，将为 Character.AI 未来持续取得成功奠定基础。”诺姆·沙泽尔表示。</p></body></html>","source":"lsy1619077711882","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>谷歌以超25亿美元收购Character AI，独角兽们纷纷求“卖身”</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n谷歌以超25亿美元收购Character AI，独角兽们纷纷求“卖身”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-03 09:29 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/rhyFx-uDc__8XCkDl7Yz0A><strong>钛媒体</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>就在今天凌晨，被马斯克否认的Character AI，终于官宣了并购，而收购方则是创始人曾离开的地方——谷歌。北京时间8月3日凌晨，Character.AI宣布，谷歌已同意向 AI 数字人独角兽公司Character.AI支付模型授权费，并将让Character.AI联合创始人兼CEO诺姆·沙泽尔 (Noam Shazeer) 和总裁丹尼尔·德弗雷塔斯 (Daniel De Freitas)，以及...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/rhyFx-uDc__8XCkDl7Yz0A\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9dae2fa8aba1502fa8182dec86eda1c6","relate_stocks":{"GOOG":"谷歌"},"source_url":"https://mp.weixin.qq.com/s/rhyFx-uDc__8XCkDl7Yz0A","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1151534093","content_text":"就在今天凌晨，被马斯克否认的Character AI，终于官宣了并购，而收购方则是创始人曾离开的地方——谷歌。北京时间8月3日凌晨，Character.AI宣布，谷歌已同意向 AI 数字人独角兽公司Character.AI支付模型授权费，并将让Character.AI联合创始人兼CEO诺姆·沙泽尔 (Noam Shazeer) 和总裁丹尼尔·德弗雷塔斯 (Daniel De Freitas)，以及Character 从事模型训练和语音人工智能工作的员工（约 130 名员工中的 30 名）加入谷歌，参与Gemini AI 项目。此前媒体曾曝出，Character.AI融资困难，正在寻找Meta和其他大厂的并购，马斯克的xAI被曝出重要的收购方之一，后被马斯克予以否认。据报道，Character.AI的管理层周五告诉员工，投资人的股票将以每股约88美元的估值被收购。这大约是 Character 2023 年 A 轮融资股票价值的2.5倍，当时该公司的估值为 10 亿美元。因此，谷歌对Character.AI的整体收购价值将超过25亿美元。另外，随着CEO带着团队重返谷歌，Character.AI任命公司总法律顾问 Dom Perella 将担任临时首席执行官。而且，该公司将改用Meta Llama 3.1 等开源模型来为其产品提供支持，而不再使用内部模型。图片据悉，Character.AI成立于2021年，总部位于美国，联合创始人兼CEO诺姆·沙泽尔是谷歌的早期最重要员工之一，丹尼尔·德弗雷塔斯则是谷歌AI大牛，曾在 Google Brain 启动并领导 LaMDA模型研发。创立之初，Character.AI的核心产品是一款AI角色扮演聊天机器人，它构建了一个全新的AI角色扮演社区。用户可以在这里与动漫人物、明星大佬甚至于自定义的各种角色进行交流对话。这种全新的交互体验为用户提供了无限的可能性，让他们能够与自己喜爱的角色进行真实而有趣的互动。同时，沙泽尔就决定要让Character.AI聊天机器人的基本服务供所有人免费使用。这一策略无疑进一步提升了该产品的用户基础和影响力。短短三年时间内，Character.AI的发展势头迅猛，估值在2023年3月突破10亿美元，并在去年9月被披露估值超过50亿美元。其中，Character 已从 Andreessen Horowitz（a16z）和 Greycroft 等风险投资机构筹集了超过 1.5 亿美元资金。自2023年5月发布以来，Character.ai 安卓下载量已经超过300万次。然而，据The information，Character.ai 近几周一直在努力削减成本，公司商业化仍有挑战，目前的付费订阅用户不到 10 万，仅占 7 月份 600 万日活的一小部分。谷歌此前曾为 Character 提供云计算服务、先进芯片的使用权以及可转换债券融资。据一名员工称，该公司近几周加强了安全工作，包括从主页上删除浪漫聊天机器人，以符合监管。如今，Character.AI团队得到了最终归宿，谷歌拿出大笔资金收购，两位创始人重回谷歌，而数十位研究人员也加入了“大厂”。根据报道，未归属的员工期权将继续以每股 88 美元的价格归属，直至 2026 年 7 月底；这些期权将通过一支基金支付，该基金的资金来自许可协议，期权将在两年后继续归属，但基金将不再保证支付。实际上，随着 AI 研发成本逐步攀升，高昂的成本与难以商业化的局势让企业创始人们苦不堪忧。因此，AI独角兽们正在拼命卖身“大厂”，市场的并购争夺赛持续升温。过去一段时间，同为AI独角兽的Adept和Inflection分别卖身亚马逊和微软。虽然在技术上不属于收购，但反垄断监督机构也开始注意到这一点。美国联邦贸易委员会（Federal Trade Commission）正在调查微软与Inflection的交易，以确定该交易是否应被视为微软应向政府报告的收购。而中国版Character.AI、清华系大模型公司“聆心智能”早前已被智谱 AI 收入囊中。据The Information报道，Character此前曾与 Meta Platforms 和埃隆·马斯克的 xAI 等公司进行过合作谈判，xAI 也考虑收购这家初创公司。针对此次收购，谷歌发言人在一份声明中说：“我们特别高兴地欢迎机器学习领域的杰出研究员诺姆的回归，他将和他的少数同事一起加入谷歌 DeepMind 的研究团队。这项协议将为 Character.AI 提供更多资金，使其继续发展并专注于为全球用户打造个性化的人工智能产品。”“我非常高兴能够重返谷歌，成为谷歌 DeepMind 团队的一员。我为我们过去 3 年在 Character.AI 所取得的一切成就感到无比自豪。我相信，非独家谷歌授权协议带来的资金，加上出色的 Character.AI 团队，将为 Character.AI 未来持续取得成功奠定基础。”诺姆·沙泽尔表示。","news_type":1,"symbols_score_info":{"GOOG":1.1}},"isVote":1,"tweetType":1,"viewCount":1131,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333470488293432,"gmtCreate":1722441294784,"gmtModify":1722441338377,"author":{"id":"4180419925020222","authorId":"4180419925020222","name":"nuoer","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4180419925020222","authorIdStr":"4180419925020222"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/NVDA 20240920 140.0 CALL\">$NVDA 20240920 140.0 CALL$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/OPT/NVDA 20240920 140.0 CALL\">$NVDA 20240920 140.0 CALL$ </a>&nbsp;","text":"$NVDA 20240920 140.0 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