jack yang的个人主页 - 老虎社区

jack yang

jack yang

xxx

IP属地：浙江

47关注

3粉丝

0主题

0勋章

02-18

如果属实，这是大利空

02-18

是不是说nvidia要大跌

02-11

鲍威尔今晚今晚讲话，大家感受到寒意了吗

2024-12-18

$英伟达(NVDA)$ 给个机会，我等着120all in。都怪马斯克被审查了

2024-12-13

据说，国外的店铺不能卖5090给中国人。如果是真的，那真过分了

英伟达中国: 断供传闻不实，中国是重要市场

2024-12-03

英伟达不仅市值第一，成长率也第一，苹果目前无法比。等过几年说不定ai概念往小规模或低功率发展了，苹果就有机会了

2024-12-03

消息说，gb200量产遇到问题，确定nivdia不会跌破130吗

期权女巫 | 抓住良机！Nvidia股价自高位回调，Sell Put赚取高收益

2024-12-03

如果消息属实，nivdia不是应该大跌吗？但是这个是上周五的消息

消息称英伟达GB200芯片量产时间推迟，微软削减40%订单

2024-12-03

$英伟达(NVDA)$ 网上消息GB200在12月可正常发货，随着事件一步步确认股价会随之涨，反之就大跌

2024-11-28

华尔街这帮跳梁小丑，昨天强行拉低吸引大量空头，今天就放这样的消息，空多通吃啊

英伟达股价明年初或飙升近30%！花旗点破下一个催化剂

2024-11-18

理论上是好的

证监会主席吴清：加快推动新一轮全面深化资本市场改革开放

2024-11-16

$特斯拉(TSLA)$ 爆料！马斯克或遭调查。马斯克和川普的矛盾慢慢开始显现，如果这个消息做实，特斯拉跌倒250以下

2024-11-16

$特斯拉 CALENDAR 241206/241115 PUT 315.0/PUT 315.0$ 做个日历价差，稳稳当当

2024-11-07

$英伟达(NVDA)$ 难道只有我觉得nvida这次财报不及预期吗 [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶]

2024-11-07

$特斯拉(TSLA)$ 实在忍不住了，我要做空了

2024-11-05

$TSLA 20241129 200.0 PUT$

2024-11-02

支持自由主义

2024-10-30

$英伟达(NVDA)$ amd财报指引不及预期，应该会有影响

2024-10-24

$特斯拉(TSLA)$ 错过了

2024-10-23

在中国市场，他的竞争对手非常努力汽车越做越好，特斯拉3和y更新特别少，老马把大部分精力放在了更长远的事情上。特斯拉财报不会好看，相对而言，老马的fsd在全世界落地，cybertruck在中国落地才是特斯拉的里程碑节点。

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href=\"https://laohu8.com/S/NVDA\">英伟达</a>中国官方<a href=\"https://laohu8.com/S/WB\">微博</a>发声明，称近日社交媒体上传英伟达断供中国为不实传闻。公司表示，中国是NVIDIA重要的市场，未来将持续为中国客户提供高质量服务。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c09b908585c2d947dcb7c580bcca1cc\" tg-width=\"753\" tg-height=\"568\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4549":"软银资本持仓","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","BK4548":"巴美列捷福持仓","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) 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ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101918667","content_text":"12月12日消息，英伟达中国官方微博发声明，称近日社交媒体上传英伟达断供中国为不实传闻。公司表示，中国是NVIDIA重要的市场，未来将持续为中国客户提供高质量服务。","news_type":1},"isVote":1,"tweetType":1,"viewCount":856,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377657031881064,"gmtCreate":1733238004411,"gmtModify":1733238007371,"author":{"id":"4187352046253712","authorId":"4187352046253712","name":"jack yang","avatar":"https://static.tigerbbs.com/30a004370314d233be0e7035a3a419ff","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4187352046253712","authorIdStr":"4187352046253712"},"themes":[],"htmlText":"英伟达不仅市值第一，成长率也第一，苹果目前无法比。等过几年说不定ai概念往小规模或低功率发展了，苹果就有机会了","listText":"英伟达不仅市值第一，成长率也第一，苹果目前无法比。等过几年说不定ai概念往小规模或低功率发展了，苹果就有机会了","text":"英伟达不仅市值第一，成长率也第一，苹果目前无法比。等过几年说不定ai概念往小规模或低功率发展了，苹果就有机会了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377657031881064","isVote":1,"tweetType":1,"viewCount":1636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377573423620336,"gmtCreate":1733209636896,"gmtModify":1733209638689,"author":{"id":"4187352046253712","authorId":"4187352046253712","name":"jack yang","avatar":"https://static.tigerbbs.com/30a004370314d233be0e7035a3a419ff","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4187352046253712","authorIdStr":"4187352046253712"},"themes":[],"htmlText":"消息说，gb200量产遇到问题，确定nivdia不会跌破130吗","listText":"消息说，gb200量产遇到问题，确定nivdia不会跌破130吗","text":"消息说，gb200量产遇到问题，确定nivdia不会跌破130吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377573423620336","repostId":"1139311118","repostType":4,"repost":{"id":"1139311118","kind":"news","weMediaInfo":{"introduction":"期权策略分享","home_visible":1,"media_name":"期权女巫","id":"1020040791","head_image":"https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89"},"pubTimestamp":1733207987,"share":"https://www.laohu8.com/m/news/1139311118?lang=&edition=full","pubTime":"2024-12-03 14:39","market":"us","language":"zh","title":"期权女巫 | 抓住良机！Nvidia股价自高位回调，Sell Put赚取高收益","url":"https://stock-news.laohu8.com/highlight/detail?id=1139311118","media":"期权女巫","summary":"$英伟达$ 的股票价格从近期的高点回落，导致看跌期权的溢价下降。NVDA 的股价在 12月2日星期一收盘时为 138.63 美元，较 11 月 7 日的最高点 148.88 美元有所下跌。那时正好是在 Nvidia 11 月 20 日发布财务第三季度业绩之前。这样，他们可以在等待 Nvidia 股票最终涨到目标价的同时，赚取额外的收入。此外，即使投资者因做空看跌期权被行权购买了 100 股，根据此前的预估，NVDA 的目标股价为 179 美元，仍有可能带来近30% 的上涨潜力。","content":"<html><head></head><body><p> <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 的股票价格从近期的高点回落，导致看跌期权的溢价下降。不过，对于做空者来说，近期到期的、执行价格远低于当前股价的看跌期权依然能提供有吸引力的收益。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/89126cefb43649565dcb29b0eeb728b6\" tg-width=\"560\" tg-height=\"240\"/></p><p>NVDA 的股价在 12月2日星期一收盘时为 138.63 美元，较 11 月 7 日的最高点 148.88 美元有所下跌。那时正好是在 Nvidia 11 月 20 日发布财务第三季度业绩之前。</p><p>Barchart此前 文章《基于强劲的自由现金流（FCF）利润率，NVDA 股票对价值投资者来说看起来很便宜》中讨论了这些财务结果。并依据其强大的自由现金流和自由现金流利润率分析了 NVDA 股票可能在未来 12 个月内达到每股 179 美元。</p><p><strong>做空 OTM 看跌期权</strong></p><p>投资者可能希望利用当前股价下跌的机会，卖出远低于当前股价的看跌期权（OTM 看跌期权）。这样，他们可以在等待 Nvidia 股票最终涨到目标价的同时，赚取额外的收入。而且，这也是设定较低买入价格的一种有纪律的方式。</p><p>例如，看看 2024 年 12 月 27 日到期的，执行价格为 132.00 美元的看跌期权，其买方溢价为 2.58 美元。这意味着做空该看跌期权的即时收益率为 2.0%（即 2.58 美元 ÷ 132.00 美元 = 0.01954）。‌<a href=\"https://ttm.financial/OPT/NVDA 20241227 132.0 PUT\" title=\"$NVDA 20241227 132.0 PUT$  \" class=\"immutable-element\">$NVDA 20241227 132.0 PUT$  </a>‌</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/873838e7fd805964cffc79b917729e32\" tg-width=\"1179\" tg-height=\"1347\"/></p><p>只要 NVDA 股价保持在 132 美元以上，就不会将 13,200 美元的保证金用于购买 100 股。因此，投资者在接下来的四周内可以获得相当不错的收益率（2.0%）。</p><p><strong>下行风险</strong></p><p>此外，做空 OTM 看跌期权还可以帮助投资者设定一个较低的买入价格目标，并且具有较低的盈亏平衡点。例如，收到 2.58 美元后，投资者的盈亏平衡点将比今天的交易价格低 6.4%：</p><ul style=\"\"><li><p>132 - 2.58 = 129.42 美元盈亏平衡点</p></li><li><p>129.42/ 138.63（当前股价）- 1 = -0.06644，即低于当前股价6.6%</p></li></ul><p>这提供了非常好的下行保护，如果股价跌到 130 美元或更低，投资者在期权被行权后，可以减少未实现的亏损。下面是一个例子。</p><p>此外，即使投资者因做空看跌期权被行权购买了 100 股，根据此前的预估，NVDA 的目标股价为 179 美元，仍有可能带来近30% 的上涨潜力。这表明，在接近到期的期权中持续做空 OTM 看跌期权，并持有 NVDA 股票，依然是一个非常值得长期投资的策略。</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>期权女巫 | 抓住良机！Nvidia股价自高位回调，Sell Put赚取高收益</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期权女巫 | 抓住良机！Nvidia股价自高位回调，Sell Put赚取高收益\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1020040791\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">期权女巫 </p>\n<p class=\"h-time\">2024-12-03 14:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p> <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 的股票价格从近期的高点回落，导致看跌期权的溢价下降。不过，对于做空者来说，近期到期的、执行价格远低于当前股价的看跌期权依然能提供有吸引力的收益。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/89126cefb43649565dcb29b0eeb728b6\" tg-width=\"560\" tg-height=\"240\"/></p><p>NVDA 的股价在 12月2日星期一收盘时为 138.63 美元，较 11 月 7 日的最高点 148.88 美元有所下跌。那时正好是在 Nvidia 11 月 20 日发布财务第三季度业绩之前。</p><p>Barchart此前 文章《基于强劲的自由现金流（FCF）利润率，NVDA 股票对价值投资者来说看起来很便宜》中讨论了这些财务结果。并依据其强大的自由现金流和自由现金流利润率分析了 NVDA 股票可能在未来 12 个月内达到每股 179 美元。</p><p><strong>做空 OTM 看跌期权</strong></p><p>投资者可能希望利用当前股价下跌的机会，卖出远低于当前股价的看跌期权（OTM 看跌期权）。这样，他们可以在等待 Nvidia 股票最终涨到目标价的同时，赚取额外的收入。而且，这也是设定较低买入价格的一种有纪律的方式。</p><p>例如，看看 2024 年 12 月 27 日到期的，执行价格为 132.00 美元的看跌期权，其买方溢价为 2.58 美元。这意味着做空该看跌期权的即时收益率为 2.0%（即 2.58 美元 ÷ 132.00 美元 = 0.01954）。‌<a href=\"https://ttm.financial/OPT/NVDA 20241227 132.0 PUT\" title=\"$NVDA 20241227 132.0 PUT$  \" class=\"immutable-element\">$NVDA 20241227 132.0 PUT$  </a>‌</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/873838e7fd805964cffc79b917729e32\" tg-width=\"1179\" tg-height=\"1347\"/></p><p>只要 NVDA 股价保持在 132 美元以上，就不会将 13,200 美元的保证金用于购买 100 股。因此，投资者在接下来的四周内可以获得相当不错的收益率（2.0%）。</p><p><strong>下行风险</strong></p><p>此外，做空 OTM 看跌期权还可以帮助投资者设定一个较低的买入价格目标，并且具有较低的盈亏平衡点。例如，收到 2.58 美元后，投资者的盈亏平衡点将比今天的交易价格低 6.4%：</p><ul style=\"\"><li><p>132 - 2.58 = 129.42 美元盈亏平衡点</p></li><li><p>129.42/ 138.63（当前股价）- 1 = -0.06644，即低于当前股价6.6%</p></li></ul><p>这提供了非常好的下行保护，如果股价跌到 130 美元或更低，投资者在期权被行权后，可以减少未实现的亏损。下面是一个例子。</p><p>此外，即使投资者因做空看跌期权被行权购买了 100 股，根据此前的预估，NVDA 的目标股价为 179 美元，仍有可能带来近30% 的上涨潜力。这表明，在接近到期的期权中持续做空 OTM 看跌期权，并持有 NVDA 股票，依然是一个非常值得长期投资的策略。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/92a41d20711c9fa4b2aa3cc62ea62948","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139311118","content_text":"英伟达 的股票价格从近期的高点回落，导致看跌期权的溢价下降。不过，对于做空者来说，近期到期的、执行价格远低于当前股价的看跌期权依然能提供有吸引力的收益。NVDA 的股价在 12月2日星期一收盘时为 138.63 美元，较 11 月 7 日的最高点 148.88 美元有所下跌。那时正好是在 Nvidia 11 月 20 日发布财务第三季度业绩之前。Barchart此前 文章《基于强劲的自由现金流（FCF）利润率，NVDA 股票对价值投资者来说看起来很便宜》中讨论了这些财务结果。并依据其强大的自由现金流和自由现金流利润率分析了 NVDA 股票可能在未来 12 个月内达到每股 179 美元。做空 OTM 看跌期权投资者可能希望利用当前股价下跌的机会，卖出远低于当前股价的看跌期权（OTM 看跌期权）。这样，他们可以在等待 Nvidia 股票最终涨到目标价的同时，赚取额外的收入。而且，这也是设定较低买入价格的一种有纪律的方式。例如，看看 2024 年 12 月 27 日到期的，执行价格为 132.00 美元的看跌期权，其买方溢价为 2.58 美元。这意味着做空该看跌期权的即时收益率为 2.0%（即 2.58 美元 ÷ 132.00 美元 = 0.01954）。‌$NVDA 20241227 132.0 PUT$  ‌只要 NVDA 股价保持在 132 美元以上，就不会将 13,200 美元的保证金用于购买 100 股。因此，投资者在接下来的四周内可以获得相当不错的收益率（2.0%）。下行风险此外，做空 OTM 看跌期权还可以帮助投资者设定一个较低的买入价格目标，并且具有较低的盈亏平衡点。例如，收到 2.58 美元后，投资者的盈亏平衡点将比今天的交易价格低 6.4%：132 - 2.58 = 129.42 美元盈亏平衡点129.42/ 138.63（当前股价）- 1 = -0.06644，即低于当前股价6.6%这提供了非常好的下行保护，如果股价跌到 130 美元或更低，投资者在期权被行权后，可以减少未实现的亏损。下面是一个例子。此外，即使投资者因做空看跌期权被行权购买了 100 股，根据此前的预估，NVDA 的目标股价为 179 美元，仍有可能带来近30% 的上涨潜力。这表明，在接近到期的期权中持续做空 OTM 看跌期权，并持有 NVDA 股票，依然是一个非常值得长期投资的策略。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1003,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377524033061256,"gmtCreate":1733208078929,"gmtModify":1733208080882,"author":{"id":"4187352046253712","authorId":"4187352046253712","name":"jack yang","avatar":"https://static.tigerbbs.com/30a004370314d233be0e7035a3a419ff","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4187352046253712","authorIdStr":"4187352046253712"},"themes":[],"htmlText":"如果消息属实，nivdia不是应该大跌吗？但是这个是上周五的消息","listText":"如果消息属实，nivdia不是应该大跌吗？但是这个是上周五的消息","text":"如果消息属实，nivdia不是应该大跌吗？但是这个是上周五的消息","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/377524033061256","repostId":"1111170527","repostType":2,"repost":{"id":"1111170527","kind":"news","pubTimestamp":1733194825,"share":"https://www.laohu8.com/m/news/1111170527?lang=&edition=full","pubTime":"2024-12-03 11:00","market":"us","language":"zh","title":"消息称英伟达GB200芯片量产时间推迟，微软削减40%订单","url":"https://stock-news.laohu8.com/highlight/detail?id=1111170527","media":"IT之家","summary":"GB200 是 Blackwell GPU 架构的一部分。","content":"<html><head></head><body><p>据台媒工商时报报道，<strong>市场传出英伟达下一代 Blackwell 架构芯片 GB200 的量产计划再度遭遇技术瓶颈，而微软将削减订单。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d81637ff7d312bfcf511a4d3732b3bcd\" title=\"\" tg-width=\"600\" tg-height=\"338\"/></p><p style=\"text-align: justify;\">供应链透露，这次出现问题的是背板连接设计，<strong>因美国供应商的 Cartridge 连接器测试良率不佳，量产时间恐再推迟至 2025 年 3 月</strong>。英伟达正积极寻找替代者，不过碍于专利障碍及产能爬坡等问题，恐怕需要一段时间才能解决。</p><p style=\"text-align: justify;\">英伟达 GB200 采用台积电最先进的 CoWoS-L 先进封装技术，并整合高度复杂机柜设计。然而因设计复杂命运多舛，量产时间几经延迟。英伟达日前法说会上指出，Blackwell 生产已全面启动，但现在情况是供应不足，将携手合作伙伴克服。</p><p style=\"text-align: justify;\">报道称，供应链查访显示，微软已开出第一枪，将订单削减了 40%，部分转单至明年中推出的 GB300。</p><p style=\"text-align: justify;\">据了解，GB200 是英伟达 Blackwell GPU 架构的一部分，其性能最高可达前代 H100 GPU 的五倍，尤其是在人工智能方面。GB200 旨在处理大规模机器学习模型，例如用于大型语言模型（LLM）的人工智能训练。不过其功耗相当高，根据冷却配置的不同，需要 700W 到 1200W 的功率。而英伟达的 GB300 将采用全液冷系统，并且还将采用插槽式设计，便于 GPU 的安装和拆卸，与目前的焊接设计不同。</p></body></html>","source":"ithome","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>消息称英伟达GB200芯片量产时间推迟，微软削减40%订单</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消息称英伟达GB200芯片量产时间推迟，微软削减40%订单\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-03 11:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.ithome.com/0/814/929.htm><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据台媒工商时报报道，市场传出英伟达下一代 Blackwell 架构芯片 GB200 的量产计划再度遭遇技术瓶颈，而微软将削减订单。供应链透露，这次出现问题的是背板连接设计，因美国供应商的 Cartridge 连接器测试良率不佳，量产时间恐再推迟至 2025 年 3 月。英伟达正积极寻找替代者，不过碍于专利障碍及产能爬坡等问题，恐怕需要一段时间才能解决。英伟达 GB200 采用台积电最先进的 ...</p>\n\n<a href=\"https://www.ithome.com/0/814/929.htm\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b2ecc643d29637153359008308b86ea","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.ithome.com/0/814/929.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111170527","content_text":"据台媒工商时报报道，市场传出英伟达下一代 Blackwell 架构芯片 GB200 的量产计划再度遭遇技术瓶颈，而微软将削减订单。供应链透露，这次出现问题的是背板连接设计，因美国供应商的 Cartridge 连接器测试良率不佳，量产时间恐再推迟至 2025 年 3 月。英伟达正积极寻找替代者，不过碍于专利障碍及产能爬坡等问题，恐怕需要一段时间才能解决。英伟达 GB200 采用台积电最先进的 CoWoS-L 先进封装技术，并整合高度复杂机柜设计。然而因设计复杂命运多舛，量产时间几经延迟。英伟达日前法说会上指出，Blackwell 生产已全面启动，但现在情况是供应不足，将携手合作伙伴克服。报道称，供应链查访显示，微软已开出第一枪，将订单削减了 40%，部分转单至明年中推出的 GB300。据了解，GB200 是英伟达 Blackwell GPU 架构的一部分，其性能最高可达前代 H100 GPU 的五倍，尤其是在人工智能方面。GB200 旨在处理大规模机器学习模型，例如用于大型语言模型（LLM）的人工智能训练。不过其功耗相当高，根据冷却配置的不同，需要 700W 到 1200W 的功率。而英伟达的 GB300 将采用全液冷系统，并且还将采用插槽式设计，便于 GPU 的安装和拆卸，与目前的焊接设计不同。","news_type":1},"isVote":1,"tweetType":1,"viewCount":936,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3469372831917760","authorId":"3469372831917760","name":"纵浪","avatar":"https://static.tigerbbs.com/1b6902f682eaf570beb111e60253ffa6","crmLevel":5,"crmLevelSwitch":1,"idStr":"3469372831917760","authorIdStr":"3469372831917760"},"content":"也是NVD被套了吧","text":"也是NVD被套了吧","html":"也是NVD被套了吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377468073734568,"gmtCreate":1733194419551,"gmtModify":1733194421315,"author":{"id":"4187352046253712","authorId":"4187352046253712","name":"jack yang","avatar":"https://static.tigerbbs.com/30a004370314d233be0e7035a3a419ff","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4187352046253712","authorIdStr":"4187352046253712"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 网上消息GB200在12月可正常发货，随着事件一步步确认股价会随之涨，反之就大跌","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v> 网上消息GB200在12月可正常发货，随着事件一步步确认股价会随之涨，反之就大跌","text":"$英伟达(NVDA)$ 网上消息GB200在12月可正常发货，随着事件一步步确认股价会随之涨，反之就大跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377468073734568","isVote":1,"tweetType":1,"viewCount":1214,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375839852990864,"gmtCreate":1732762953947,"gmtModify":1732762956172,"author":{"id":"4187352046253712","authorId":"4187352046253712","name":"jack yang","avatar":"https://static.tigerbbs.com/30a004370314d233be0e7035a3a419ff","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4187352046253712","authorIdStr":"4187352046253712"},"themes":[],"htmlText":"华尔街这帮跳梁小丑，昨天强行拉低吸引大量空头，今天就放这样的消息，空多通吃啊","listText":"华尔街这帮跳梁小丑，昨天强行拉低吸引大量空头，今天就放这样的消息，空多通吃啊","text":"华尔街这帮跳梁小丑，昨天强行拉低吸引大量空头，今天就放这样的消息，空多通吃啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375839852990864","repostId":"1162290649","repostType":4,"repost":{"id":"1162290649","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":1732759200,"share":"https://www.laohu8.com/m/news/1162290649?lang=&edition=full","pubTime":"2024-11-28 10:00","market":"us","language":"zh","title":"英伟达股价明年初或飙升近30%！花旗点破下一个催化剂","url":"https://stock-news.laohu8.com/highlight/detail?id=1162290649","media":"老虎资讯综合","summary":"花旗分析师将英伟达列入未来90天内的“积极催化剂观察名单”；随着首席执行官黄仁勋准备在CES 2025上发表开幕主题演讲，英伟达的股价可能上涨27%；英伟达的GPU芯片对于AI工作负载和人形机器人而言至关重要；花旗分析师在最近的一份报告中将$英伟达$列入未来90天内的“积极催化剂观察名单”。随着英伟达的人工智能GPU芯片受到热捧，该公司股价今年迄今已飙升176% 。","content":"<html><head></head><body><ul style=\"\"><li><p>花旗分析师将英伟达列入未来90天内的“积极催化剂观察名单”；</p></li><li><p>随着首席执行官黄仁勋准备在CES 2025上发表开幕主题演讲，英伟达的股价可能上涨27%；</p></li><li><p>英伟达的GPU芯片对于AI工作负载和人形机器人而言至关重要；</p></li></ul><p>花旗分析师在最近的一份报告中将<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>列入未来90天内的“积极催化剂观察名单”。</p><p>该公司表示，随着创始人兼首席执行官黄仁勋为2025年国际消费电子展（CES 2025）上的重大主题演讲做准备，这家芯片巨头的股价到2025年初可能会飙升27%，达到其175美元的目标价。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5aeeb1a1c9b7b38b7489e74ea23c279a\" tg-width=\"560\" tg-height=\"240\"/></p><p>消费电子展将于1月7日至1月10日举行，黄仁勋将于1月6日下午6:30发表开幕主题演讲。花旗表示，演讲结束后将于1月7日举行面向金融分析师的问答环节。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b04e098b974ed7585fcc375660bd4219\" title=\"\" tg-width=\"700\" tg-height=\"525\"/></p><p>花旗分析师Atif Malik表示：“我们对1月份的CES展开了积极的观察，我们预计Blackwell的销售预期将走高，管理层将谈论由企业和机器人工业需求引发的推断。”</p><p>Malik表示，在CES活动上，随着英伟达加大下一代AI芯片的产量，该公司可能会进一步提高其Blackwell产品的销售预期。</p><p>此外，Malik预计，英伟达管理层将告诉分析师，其利润率可能会在4月份触底，随后逐渐走高，并讨论人工智能机器人在仓库、制造业甚至人形机器人方面的“推理主导的拐点”。</p><p>近年来，包括特斯拉、Figure.AI和波士顿动力在内的公司一直在竞相开发人形机器人，而英伟达的GPU芯片在这些设备中占据了中心位置。</p><p>在2024年3月英伟达的年度GTC大会上，黄仁勋在舞台上展示了9个不同的人形机器人，这些机器人部分由英伟达的芯片驱动。</p><p>在英伟达上周发布第三季度财报后，花旗将英伟达股票评级为“买入”，并将其目标价从170美元上调至175美元。</p><p>随着英伟达的人工智能GPU芯片受到热捧，该公司股价今年迄今已飙升176% 。</p><p><em>本文编译自 BUSINESS INSIDER 《https://markets.businessinsider.com/news/stocks/nvidia-stock-price-positive-catalyst-watch-january-2025-ces-event-2024-11》</em></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>英伟达股价明年初或飙升近30%！花旗点破下一个催化剂</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; 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height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达股价明年初或飙升近30%！花旗点破下一个催化剂\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\">2024-11-28 10:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>花旗分析师将英伟达列入未来90天内的“积极催化剂观察名单”；</p></li><li><p>随着首席执行官黄仁勋准备在CES 2025上发表开幕主题演讲，英伟达的股价可能上涨27%；</p></li><li><p>英伟达的GPU芯片对于AI工作负载和人形机器人而言至关重要；</p></li></ul><p>花旗分析师在最近的一份报告中将<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>列入未来90天内的“积极催化剂观察名单”。</p><p>该公司表示，随着创始人兼首席执行官黄仁勋为2025年国际消费电子展（CES 2025）上的重大主题演讲做准备，这家芯片巨头的股价到2025年初可能会飙升27%，达到其175美元的目标价。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5aeeb1a1c9b7b38b7489e74ea23c279a\" tg-width=\"560\" tg-height=\"240\"/></p><p>消费电子展将于1月7日至1月10日举行，黄仁勋将于1月6日下午6:30发表开幕主题演讲。花旗表示，演讲结束后将于1月7日举行面向金融分析师的问答环节。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b04e098b974ed7585fcc375660bd4219\" title=\"\" tg-width=\"700\" tg-height=\"525\"/></p><p>花旗分析师Atif Malik表示：“我们对1月份的CES展开了积极的观察，我们预计Blackwell的销售预期将走高，管理层将谈论由企业和机器人工业需求引发的推断。”</p><p>Malik表示，在CES活动上，随着英伟达加大下一代AI芯片的产量，该公司可能会进一步提高其Blackwell产品的销售预期。</p><p>此外，Malik预计，英伟达管理层将告诉分析师，其利润率可能会在4月份触底，随后逐渐走高，并讨论人工智能机器人在仓库、制造业甚至人形机器人方面的“推理主导的拐点”。</p><p>近年来，包括特斯拉、Figure.AI和波士顿动力在内的公司一直在竞相开发人形机器人，而英伟达的GPU芯片在这些设备中占据了中心位置。</p><p>在2024年3月英伟达的年度GTC大会上，黄仁勋在舞台上展示了9个不同的人形机器人，这些机器人部分由英伟达的芯片驱动。</p><p>在英伟达上周发布第三季度财报后，花旗将英伟达股票评级为“买入”，并将其目标价从170美元上调至175美元。</p><p>随着英伟达的人工智能GPU芯片受到热捧，该公司股价今年迄今已飙升176% 。</p><p><em>本文编译自 BUSINESS INSIDER 《https://markets.businessinsider.com/news/stocks/nvidia-stock-price-positive-catalyst-watch-january-2025-ces-event-2024-11》</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/581788611f0388c8a4de3c2a2dbc7a09","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162290649","content_text":"花旗分析师将英伟达列入未来90天内的“积极催化剂观察名单”；随着首席执行官黄仁勋准备在CES 2025上发表开幕主题演讲，英伟达的股价可能上涨27%；英伟达的GPU芯片对于AI工作负载和人形机器人而言至关重要；花旗分析师在最近的一份报告中将英伟达列入未来90天内的“积极催化剂观察名单”。该公司表示，随着创始人兼首席执行官黄仁勋为2025年国际消费电子展（CES 2025）上的重大主题演讲做准备，这家芯片巨头的股价到2025年初可能会飙升27%，达到其175美元的目标价。消费电子展将于1月7日至1月10日举行，黄仁勋将于1月6日下午6:30发表开幕主题演讲。花旗表示，演讲结束后将于1月7日举行面向金融分析师的问答环节。花旗分析师Atif Malik表示：“我们对1月份的CES展开了积极的观察，我们预计Blackwell的销售预期将走高，管理层将谈论由企业和机器人工业需求引发的推断。”Malik表示，在CES活动上，随着英伟达加大下一代AI芯片的产量，该公司可能会进一步提高其Blackwell产品的销售预期。此外，Malik预计，英伟达管理层将告诉分析师，其利润率可能会在4月份触底，随后逐渐走高，并讨论人工智能机器人在仓库、制造业甚至人形机器人方面的“推理主导的拐点”。近年来，包括特斯拉、Figure.AI和波士顿动力在内的公司一直在竞相开发人形机器人，而英伟达的GPU芯片在这些设备中占据了中心位置。在2024年3月英伟达的年度GTC大会上，黄仁勋在舞台上展示了9个不同的人形机器人，这些机器人部分由英伟达的芯片驱动。在英伟达上周发布第三季度财报后，花旗将英伟达股票评级为“买入”，并将其目标价从170美元上调至175美元。随着英伟达的人工智能GPU芯片受到热捧，该公司股价今年迄今已飙升176% 。本文编译自 BUSINESS INSIDER 《https://markets.businessinsider.com/news/stocks/nvidia-stock-price-positive-catalyst-watch-january-2025-ces-event-2024-11》","news_type":1},"isVote":1,"tweetType":1,"viewCount":857,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372273260269760,"gmtCreate":1731896155390,"gmtModify":1731896157335,"author":{"id":"4187352046253712","authorId":"4187352046253712","name":"jack yang","avatar":"https://static.tigerbbs.com/30a004370314d233be0e7035a3a419ff","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4187352046253712","authorIdStr":"4187352046253712"},"themes":[],"htmlText":"理论上是好的","listText":"理论上是好的","text":"理论上是好的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372273260269760","repostId":"1152243894","repostType":2,"repost":{"id":"1152243894","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":1731895959,"share":"https://www.laohu8.com/m/news/1152243894?lang=&edition=full","pubTime":"2024-11-18 10:12","market":"us","language":"zh","title":"证监会主席吴清：加快推动新一轮全面深化资本市场改革开放","url":"https://stock-news.laohu8.com/highlight/detail?id=1152243894","media":"老虎资讯综合","summary":"11月18日，证监会主席吴清在香港交易所互联互通十周年高峰论坛致辞时表示，证监会正加快推动新一轮全面深化资本市场改革开放，在市场开放、跨境投融资便利化等方面，将推出更多务实的举措。吴清还表示，中国证监会将始终坚持市场化、法治化、国际化的方向，为国际投资者投资中国市场创造更好的环境。中国证监会将和香港监管机构紧密合作，共同推动两地资本市场互利共赢协同发展。","content":"<html><head></head><body><p>11月18日，证监会主席吴清在香港交易所互联互通十周年高峰论坛致辞时表示，证监会正加快推动新一轮全面深化资本市场改革开放，在市场开放、跨境投融资便利化等方面，将推出更多务实的举措。</p><p>吴清还表示，中国证监会将始终坚持市场化、法治化、国际化的方向，为国际投资者投资中国市场创造更好的环境。中国证监会将和香港监管机构紧密合作，共同推动两地资本市场互利共赢协同发展。</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>证监会主席吴清：加快推动新一轮全面深化资本市场改革开放</title>\n<style 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10:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月18日，证监会主席吴清在香港交易所互联互通十周年高峰论坛致辞时表示，证监会正加快推动新一轮全面深化资本市场改革开放，在市场开放、跨境投融资便利化等方面，将推出更多务实的举措。</p><p>吴清还表示，中国证监会将始终坚持市场化、法治化、国际化的方向，为国际投资者投资中国市场创造更好的环境。中国证监会将和香港监管机构紧密合作，共同推动两地资本市场互利共赢协同发展。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93f970451ec154b1cc158a9c0a6a8192","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152243894","content_text":"11月18日，证监会主席吴清在香港交易所互联互通十周年高峰论坛致辞时表示，证监会正加快推动新一轮全面深化资本市场改革开放，在市场开放、跨境投融资便利化等方面，将推出更多务实的举措。吴清还表示，中国证监会将始终坚持市场化、法治化、国际化的方向，为国际投资者投资中国市场创造更好的环境。中国证监会将和香港监管机构紧密合作，共同推动两地资本市场互利共赢协同发展。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1084,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":371697844387944,"gmtCreate":1731755576327,"gmtModify":1731755578437,"author":{"id":"4187352046253712","authorId":"4187352046253712","name":"jack 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10:00","market":"us","language":"zh","title":"英伟达股价明年初或飙升近30%！花旗点破下一个催化剂","url":"https://stock-news.laohu8.com/highlight/detail?id=1162290649","media":"老虎资讯综合","summary":"花旗分析师将英伟达列入未来90天内的“积极催化剂观察名单”；随着首席执行官黄仁勋准备在CES 2025上发表开幕主题演讲，英伟达的股价可能上涨27%；英伟达的GPU芯片对于AI工作负载和人形机器人而言至关重要；花旗分析师在最近的一份报告中将$英伟达$列入未来90天内的“积极催化剂观察名单”。随着英伟达的人工智能GPU芯片受到热捧，该公司股价今年迄今已飙升176% 。","content":"<html><head></head><body><ul style=\"\"><li><p>花旗分析师将英伟达列入未来90天内的“积极催化剂观察名单”；</p></li><li><p>随着首席执行官黄仁勋准备在CES 2025上发表开幕主题演讲，英伟达的股价可能上涨27%；</p></li><li><p>英伟达的GPU芯片对于AI工作负载和人形机器人而言至关重要；</p></li></ul><p>花旗分析师在最近的一份报告中将<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>列入未来90天内的“积极催化剂观察名单”。</p><p>该公司表示，随着创始人兼首席执行官黄仁勋为2025年国际消费电子展（CES 2025）上的重大主题演讲做准备，这家芯片巨头的股价到2025年初可能会飙升27%，达到其175美元的目标价。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5aeeb1a1c9b7b38b7489e74ea23c279a\" tg-width=\"560\" tg-height=\"240\"/></p><p>消费电子展将于1月7日至1月10日举行，黄仁勋将于1月6日下午6:30发表开幕主题演讲。花旗表示，演讲结束后将于1月7日举行面向金融分析师的问答环节。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b04e098b974ed7585fcc375660bd4219\" title=\"\" tg-width=\"700\" tg-height=\"525\"/></p><p>花旗分析师Atif Malik表示：“我们对1月份的CES展开了积极的观察，我们预计Blackwell的销售预期将走高，管理层将谈论由企业和机器人工业需求引发的推断。”</p><p>Malik表示，在CES活动上，随着英伟达加大下一代AI芯片的产量，该公司可能会进一步提高其Blackwell产品的销售预期。</p><p>此外，Malik预计，英伟达管理层将告诉分析师，其利润率可能会在4月份触底，随后逐渐走高，并讨论人工智能机器人在仓库、制造业甚至人形机器人方面的“推理主导的拐点”。</p><p>近年来，包括特斯拉、Figure.AI和波士顿动力在内的公司一直在竞相开发人形机器人，而英伟达的GPU芯片在这些设备中占据了中心位置。</p><p>在2024年3月英伟达的年度GTC大会上，黄仁勋在舞台上展示了9个不同的人形机器人，这些机器人部分由英伟达的芯片驱动。</p><p>在英伟达上周发布第三季度财报后，花旗将英伟达股票评级为“买入”，并将其目标价从170美元上调至175美元。</p><p>随着英伟达的人工智能GPU芯片受到热捧，该公司股价今年迄今已飙升176% 。</p><p><em>本文编译自 BUSINESS INSIDER 《https://markets.businessinsider.com/news/stocks/nvidia-stock-price-positive-catalyst-watch-january-2025-ces-event-2024-11》</em></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>英伟达股价明年初或飙升近30%！花旗点破下一个催化剂</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英伟达股价明年初或飙升近30%！花旗点破下一个催化剂\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\">2024-11-28 10:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>花旗分析师将英伟达列入未来90天内的“积极催化剂观察名单”；</p></li><li><p>随着首席执行官黄仁勋准备在CES 2025上发表开幕主题演讲，英伟达的股价可能上涨27%；</p></li><li><p>英伟达的GPU芯片对于AI工作负载和人形机器人而言至关重要；</p></li></ul><p>花旗分析师在最近的一份报告中将<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>列入未来90天内的“积极催化剂观察名单”。</p><p>该公司表示，随着创始人兼首席执行官黄仁勋为2025年国际消费电子展（CES 2025）上的重大主题演讲做准备，这家芯片巨头的股价到2025年初可能会飙升27%，达到其175美元的目标价。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5aeeb1a1c9b7b38b7489e74ea23c279a\" tg-width=\"560\" tg-height=\"240\"/></p><p>消费电子展将于1月7日至1月10日举行，黄仁勋将于1月6日下午6:30发表开幕主题演讲。花旗表示，演讲结束后将于1月7日举行面向金融分析师的问答环节。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b04e098b974ed7585fcc375660bd4219\" title=\"\" tg-width=\"700\" tg-height=\"525\"/></p><p>花旗分析师Atif Malik表示：“我们对1月份的CES展开了积极的观察，我们预计Blackwell的销售预期将走高，管理层将谈论由企业和机器人工业需求引发的推断。”</p><p>Malik表示，在CES活动上，随着英伟达加大下一代AI芯片的产量，该公司可能会进一步提高其Blackwell产品的销售预期。</p><p>此外，Malik预计，英伟达管理层将告诉分析师，其利润率可能会在4月份触底，随后逐渐走高，并讨论人工智能机器人在仓库、制造业甚至人形机器人方面的“推理主导的拐点”。</p><p>近年来，包括特斯拉、Figure.AI和波士顿动力在内的公司一直在竞相开发人形机器人，而英伟达的GPU芯片在这些设备中占据了中心位置。</p><p>在2024年3月英伟达的年度GTC大会上，黄仁勋在舞台上展示了9个不同的人形机器人，这些机器人部分由英伟达的芯片驱动。</p><p>在英伟达上周发布第三季度财报后，花旗将英伟达股票评级为“买入”，并将其目标价从170美元上调至175美元。</p><p>随着英伟达的人工智能GPU芯片受到热捧，该公司股价今年迄今已飙升176% 。</p><p><em>本文编译自 BUSINESS INSIDER 《https://markets.businessinsider.com/news/stocks/nvidia-stock-price-positive-catalyst-watch-january-2025-ces-event-2024-11》</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/581788611f0388c8a4de3c2a2dbc7a09","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162290649","content_text":"花旗分析师将英伟达列入未来90天内的“积极催化剂观察名单”；随着首席执行官黄仁勋准备在CES 2025上发表开幕主题演讲，英伟达的股价可能上涨27%；英伟达的GPU芯片对于AI工作负载和人形机器人而言至关重要；花旗分析师在最近的一份报告中将英伟达列入未来90天内的“积极催化剂观察名单”。该公司表示，随着创始人兼首席执行官黄仁勋为2025年国际消费电子展（CES 2025）上的重大主题演讲做准备，这家芯片巨头的股价到2025年初可能会飙升27%，达到其175美元的目标价。消费电子展将于1月7日至1月10日举行，黄仁勋将于1月6日下午6:30发表开幕主题演讲。花旗表示，演讲结束后将于1月7日举行面向金融分析师的问答环节。花旗分析师Atif Malik表示：“我们对1月份的CES展开了积极的观察，我们预计Blackwell的销售预期将走高，管理层将谈论由企业和机器人工业需求引发的推断。”Malik表示，在CES活动上，随着英伟达加大下一代AI芯片的产量，该公司可能会进一步提高其Blackwell产品的销售预期。此外，Malik预计，英伟达管理层将告诉分析师，其利润率可能会在4月份触底，随后逐渐走高，并讨论人工智能机器人在仓库、制造业甚至人形机器人方面的“推理主导的拐点”。近年来，包括特斯拉、Figure.AI和波士顿动力在内的公司一直在竞相开发人形机器人，而英伟达的GPU芯片在这些设备中占据了中心位置。在2024年3月英伟达的年度GTC大会上，黄仁勋在舞台上展示了9个不同的人形机器人，这些机器人部分由英伟达的芯片驱动。在英伟达上周发布第三季度财报后，花旗将英伟达股票评级为“买入”，并将其目标价从170美元上调至175美元。随着英伟达的人工智能GPU芯片受到热捧，该公司股价今年迄今已飙升176% 。本文编译自 BUSINESS INSIDER 《https://markets.businessinsider.com/news/stocks/nvidia-stock-price-positive-catalyst-watch-january-2025-ces-event-2024-11》","news_type":1},"isVote":1,"tweetType":1,"viewCount":857,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368425964806624,"gmtCreate":1730990747793,"gmtModify":1730990749785,"author":{"id":"4187352046253712","authorId":"4187352046253712","name":"jack yang","avatar":"https://static.tigerbbs.com/30a004370314d233be0e7035a3a419ff","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187352046253712","idStr":"4187352046253712"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 难道只有我觉得nvida这次财报不及预期吗 [惊讶]&nbsp; [惊讶]&nbsp; [惊讶]&nbsp; [惊讶]&nbsp; [惊讶]&nbsp; [惊讶]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 难道只有我觉得nvida这次财报不及预期吗 [惊讶]&nbsp; [惊讶]&nbsp; [惊讶]&nbsp; [惊讶]&nbsp; [惊讶]&nbsp; [惊讶]&nbsp;&nbsp;","text":"$英伟达(NVDA)$ 难道只有我觉得nvida这次财报不及预期吗 [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/368425964806624","isVote":1,"tweetType":1,"viewCount":3777,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3583495788004528","authorId":"3583495788004528","name":"成_3692","avatar":"https://static.tigerbbs.com/d70ee57be6467d7c7cb503048ed480e8","crmLevel":3,"crmLevelSwitch":1,"authorIdStr":"3583495788004528","idStr":"3583495788004528"},"content":"不及预期的理由是啥","text":"不及预期的理由是啥","html":"不及预期的理由是啥"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360844141052136,"gmtCreate":1729121942374,"gmtModify":1729121946237,"author":{"id":"4187352046253712","authorId":"4187352046253712","name":"jack yang","avatar":"https://static.tigerbbs.com/30a004370314d233be0e7035a3a419ff","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187352046253712","idStr":"4187352046253712"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> fsd在中国遇到麻烦了，至少是限制其发展速度","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> fsd在中国遇到麻烦了，至少是限制其发展速度","text":"$特斯拉(TSLA)$ fsd在中国遇到麻烦了，至少是限制其发展速度","images":[{"img":"https://static.tigerbbs.com/1eae27c379c59e02b5b39d2158497347","width":"1170","height":"1176"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/360844141052136","isVote":1,"tweetType":1,"viewCount":2077,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4187352046253712","authorId":"4187352046253712","name":"jack yang","avatar":"https://static.tigerbbs.com/30a004370314d233be0e7035a3a419ff","crmLevel":7,"crmLevelSwitch":1,"authorIdStr":"4187352046253712","idStr":"4187352046253712"},"content":"所以特斯拉没跌，被小道消息忽悠了","text":"所以特斯拉没跌，被小道消息忽悠了","html":"所以特斯拉没跌，被小道消息忽悠了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":377524033061256,"gmtCreate":1733208078929,"gmtModify":1733208080882,"author":{"id":"4187352046253712","authorId":"4187352046253712","name":"jack yang","avatar":"https://static.tigerbbs.com/30a004370314d233be0e7035a3a419ff","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187352046253712","idStr":"4187352046253712"},"themes":[],"htmlText":"如果消息属实，nivdia不是应该大跌吗？但是这个是上周五的消息","listText":"如果消息属实，nivdia不是应该大跌吗？但是这个是上周五的消息","text":"如果消息属实，nivdia不是应该大跌吗？但是这个是上周五的消息","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/377524033061256","repostId":"1111170527","repostType":2,"repost":{"id":"1111170527","kind":"news","pubTimestamp":1733194825,"share":"https://www.laohu8.com/m/news/1111170527?lang=&edition=full","pubTime":"2024-12-03 11:00","market":"us","language":"zh","title":"消息称英伟达GB200芯片量产时间推迟，微软削减40%订单","url":"https://stock-news.laohu8.com/highlight/detail?id=1111170527","media":"IT之家","summary":"GB200 是 Blackwell GPU 架构的一部分。","content":"<html><head></head><body><p>据台媒工商时报报道，<strong>市场传出英伟达下一代 Blackwell 架构芯片 GB200 的量产计划再度遭遇技术瓶颈，而微软将削减订单。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d81637ff7d312bfcf511a4d3732b3bcd\" title=\"\" tg-width=\"600\" tg-height=\"338\"/></p><p style=\"text-align: justify;\">供应链透露，这次出现问题的是背板连接设计，<strong>因美国供应商的 Cartridge 连接器测试良率不佳，量产时间恐再推迟至 2025 年 3 月</strong>。英伟达正积极寻找替代者，不过碍于专利障碍及产能爬坡等问题，恐怕需要一段时间才能解决。</p><p style=\"text-align: justify;\">英伟达 GB200 采用台积电最先进的 CoWoS-L 先进封装技术，并整合高度复杂机柜设计。然而因设计复杂命运多舛，量产时间几经延迟。英伟达日前法说会上指出，Blackwell 生产已全面启动，但现在情况是供应不足，将携手合作伙伴克服。</p><p style=\"text-align: justify;\">报道称，供应链查访显示，微软已开出第一枪，将订单削减了 40%，部分转单至明年中推出的 GB300。</p><p style=\"text-align: justify;\">据了解，GB200 是英伟达 Blackwell GPU 架构的一部分，其性能最高可达前代 H100 GPU 的五倍，尤其是在人工智能方面。GB200 旨在处理大规模机器学习模型，例如用于大型语言模型（LLM）的人工智能训练。不过其功耗相当高，根据冷却配置的不同，需要 700W 到 1200W 的功率。而英伟达的 GB300 将采用全液冷系统，并且还将采用插槽式设计，便于 GPU 的安装和拆卸，与目前的焊接设计不同。</p></body></html>","source":"ithome","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>消息称英伟达GB200芯片量产时间推迟，微软削减40%订单</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消息称英伟达GB200芯片量产时间推迟，微软削减40%订单\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-03 11:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.ithome.com/0/814/929.htm><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据台媒工商时报报道，市场传出英伟达下一代 Blackwell 架构芯片 GB200 的量产计划再度遭遇技术瓶颈，而微软将削减订单。供应链透露，这次出现问题的是背板连接设计，因美国供应商的 Cartridge 连接器测试良率不佳，量产时间恐再推迟至 2025 年 3 月。英伟达正积极寻找替代者，不过碍于专利障碍及产能爬坡等问题，恐怕需要一段时间才能解决。英伟达 GB200 采用台积电最先进的 ...</p>\n\n<a href=\"https://www.ithome.com/0/814/929.htm\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b2ecc643d29637153359008308b86ea","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.ithome.com/0/814/929.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111170527","content_text":"据台媒工商时报报道，市场传出英伟达下一代 Blackwell 架构芯片 GB200 的量产计划再度遭遇技术瓶颈，而微软将削减订单。供应链透露，这次出现问题的是背板连接设计，因美国供应商的 Cartridge 连接器测试良率不佳，量产时间恐再推迟至 2025 年 3 月。英伟达正积极寻找替代者，不过碍于专利障碍及产能爬坡等问题，恐怕需要一段时间才能解决。英伟达 GB200 采用台积电最先进的 CoWoS-L 先进封装技术，并整合高度复杂机柜设计。然而因设计复杂命运多舛，量产时间几经延迟。英伟达日前法说会上指出，Blackwell 生产已全面启动，但现在情况是供应不足，将携手合作伙伴克服。报道称，供应链查访显示，微软已开出第一枪，将订单削减了 40%，部分转单至明年中推出的 GB300。据了解，GB200 是英伟达 Blackwell GPU 架构的一部分，其性能最高可达前代 H100 GPU 的五倍，尤其是在人工智能方面。GB200 旨在处理大规模机器学习模型，例如用于大型语言模型（LLM）的人工智能训练。不过其功耗相当高，根据冷却配置的不同，需要 700W 到 1200W 的功率。而英伟达的 GB300 将采用全液冷系统，并且还将采用插槽式设计，便于 GPU 的安装和拆卸，与目前的焊接设计不同。","news_type":1},"isVote":1,"tweetType":1,"viewCount":936,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3469372831917760","authorId":"3469372831917760","name":"纵浪","avatar":"https://static.tigerbbs.com/1b6902f682eaf570beb111e60253ffa6","crmLevel":5,"crmLevelSwitch":1,"authorIdStr":"3469372831917760","idStr":"3469372831917760"},"content":"也是NVD被套了吧","text":"也是NVD被套了吧","html":"也是NVD被套了吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":371697844387944,"gmtCreate":1731755576327,"gmtModify":1731755578437,"author":{"id":"4187352046253712","authorId":"4187352046253712","name":"jack yang","avatar":"https://static.tigerbbs.com/30a004370314d233be0e7035a3a419ff","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187352046253712","idStr":"4187352046253712"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 爆料！马斯克或遭调查。马斯克和川普的矛盾慢慢开始显现，如果这个消息做实，特斯拉跌倒250以下","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a><v-v data-views=\"0\"></v-v> 爆料！马斯克或遭调查。马斯克和川普的矛盾慢慢开始显现，如果这个消息做实，特斯拉跌倒250以下","text":"$特斯拉(TSLA)$ 爆料！马斯克或遭调查。马斯克和川普的矛盾慢慢开始显现，如果这个消息做实，特斯拉跌倒250以下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/371697844387944","isVote":1,"tweetType":1,"viewCount":2036,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人马斯克","avatar":"https://static.tigerbbs.com/abf071b2cfe1d653422ff136815a3a16","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"4093596070918460","idStr":"4093596070918460"},"content":"有些人羡慕嫉妒恨而已，对马斯克和特斯拉没有实质性伤害。一个要求调查马斯克和普京的通话的消息就能让特斯拉跌70美元？","text":"有些人羡慕嫉妒恨而已，对马斯克和特斯拉没有实质性伤害。一个要求调查马斯克和普京的通话的消息就能让特斯拉跌70美元？","html":"有些人羡慕嫉妒恨而已，对马斯克和特斯拉没有实质性伤害。一个要求调查马斯克和普京的通话的消息就能让特斯拉跌70美元？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362778755277080,"gmtCreate":1729610467004,"gmtModify":1729610469198,"author":{"id":"4187352046253712","authorId":"4187352046253712","name":"jack yang","avatar":"https://static.tigerbbs.com/30a004370314d233be0e7035a3a419ff","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187352046253712","idStr":"4187352046253712"},"themes":[],"htmlText":"老贝是觉得中国经济还将继续下行，消费再降级吗","listText":"老贝是觉得中国经济还将继续下行，消费再降级吗","text":"老贝是觉得中国经济还将继续下行，消费再降级吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/362778755277080","repostId":"1104826699","repostType":4,"repost":{"id":"1104826699","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":1729605991,"share":"https://www.laohu8.com/m/news/1104826699?lang=&edition=full","pubTime":"2024-10-22 22:06","market":"us","language":"zh","title":"贝莱德大幅增持拼多多，持股比例升至9.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1104826699","media":"老虎资讯综合","summary":"根据SEC于10月21日披露的文件，$贝莱德(BLK)$大幅增持了中国电商$拼多多(PDD)$，持股从24年Q2的约2900万股大幅增加至约1.32亿股。","content":"<html><head></head><body><p>10月22日，根据SEC于10月21日披露的文件，贝莱德（BlackRock）大幅增持了中国电商拼多多，持股从24年Q2的约2900万股（相当于总股本的2.1%）大幅增加至约1.32亿股（相总于总股比的9.5%）。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d279191c6843d81e8747de9967301e9\" title=\"\" tg-width=\"507\" tg-height=\"270\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cad887f163cde23f6820557ecd5af32e\" title=\"\" tg-width=\"896\" tg-height=\"357\"/></p><p style=\"text-align: justify;\">拼多多盘中涨幅扩大至逾8%，股价报135.22美元/股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/735c44ed4037329ad257c714d22c98a1\" title=\"\" 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>贝莱德大幅增持拼多多，持股比例升至9.5%</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贝莱德大幅增持拼多多，持股比例升至9.5%\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 22:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月22日，根据SEC于10月21日披露的文件，贝莱德（BlackRock）大幅增持了中国电商拼多多，持股从24年Q2的约2900万股（相当于总股本的2.1%）大幅增加至约1.32亿股（相总于总股比的9.5%）。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d279191c6843d81e8747de9967301e9\" title=\"\" tg-width=\"507\" tg-height=\"270\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cad887f163cde23f6820557ecd5af32e\" title=\"\" tg-width=\"896\" tg-height=\"357\"/></p><p style=\"text-align: justify;\">拼多多盘中涨幅扩大至逾8%，股价报135.22美元/股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/735c44ed4037329ad257c714d22c98a1\" title=\"\" 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/a2db5797ca32628002f32e69d5dea58b","relate_stocks":{"LU0731783394.SGD":"Fidelity Global Dividend A-MINCOME(G)-SGD","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","PDD":"拼多多","LU0370786039.SGD":"Fidelity Greater China A-SGD","LU0051755006.USD":"摩根大通中国A (dist)","LU0329678337.USD":"FIDELITY EMERGING ASIA \"A\" (USD)","LU0594300419.USD":"富达中国消费基金A","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00BGHQF748.EUR":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (EUR) ACC","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU0633140727.USD":"AB EMERGING MARKETS MULTI ASSET PORTFOLIO \"AD\" (USD) INC","IE00BVYPNV92.GBP":"GUINNESS GLOBAL EQUITY INCOME \"C\" (GBP) ACC","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) 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href=\"https://laohu8.com/S/FISI\">金融机构</a>都有很多讨论。“我们也都蛮难的，就像是在家里受尽了欺负和委屈的小媳妇儿，最后出去还要说我老公对我可好呢”。</p><p>　　但他强调，经过这两三年的讨论发现，不管是公司领导还是客户，应该多来中国，并且也希望国内的客户多出国，因为交流是非常必要的。</p><p>　　范翔表示，目前高盛内部已有共识。</p><p>　　第一，中国已是全球第二大经济体，“这是非常重要的，而且再往后的几十年，我看不到任何第三大经济实体能超过我们”。因此，中国是必须要配置的资产，“不管是从投资的角度讲，还是全球客户发展自身市场的角度讲，中国都是必须来的地方”，他强调。</p><p>　　“我们的观点就是，高盛一定要大搞特搞”，他说，高盛还在持续进行不同展业和不同注资。</p><p>　　第二，范翔强调，加强交流尤为重要。“更多的中国客户开始想走出去，这也给我们创造了非常多的机会，这是我们的强项”。</p><p>　　“这几年有可能不是中国的年，但21世纪始终是中国的世纪”，他说。</p></body></html>","source":"sina","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>高盛：中国是必须要配置的资产，我们一定要大搞特搞</title>\n<style 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href=\"https://finance.sina.com.cn/hy/hyjz/2024-10-10/doc-incrzuhw9136656.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/68da0043a3f7932eb6870829ddb8962d","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://finance.sina.com.cn/hy/hyjz/2024-10-10/doc-incrzuhw9136656.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2474751749","content_text":"2024上海全球资产管理论坛今日举行。高盛中国联席主管、高盛（中国）证券有限责任公司董事长范翔出席并演讲。　　谈及如果对外讲好中国故事，范翔表示，过去两三年中，各家金融机构都有很多讨论。“我们也都蛮难的，就像是在家里受尽了欺负和委屈的小媳妇儿，最后出去还要说我老公对我可好呢”。　　但他强调，经过这两三年的讨论发现，不管是公司领导还是客户，应该多来中国，并且也希望国内的客户多出国，因为交流是非常必要的。　　范翔表示，目前高盛内部已有共识。　　第一，中国已是全球第二大经济体，“这是非常重要的，而且再往后的几十年，我看不到任何第三大经济实体能超过我们”。因此，中国是必须要配置的资产，“不管是从投资的角度讲，还是全球客户发展自身市场的角度讲，中国都是必须来的地方”，他强调。　　“我们的观点就是，高盛一定要大搞特搞”，他说，高盛还在持续进行不同展业和不同注资。　　第二，范翔强调，加强交流尤为重要。“更多的中国客户开始想走出去，这也给我们创造了非常多的机会，这是我们的强项”。　　“这几年有可能不是中国的年，但21世纪始终是中国的世纪”，他说。","news_type":1},"isVote":1,"tweetType":1,"viewCount":652,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362449123000336,"gmtCreate":1729517841529,"gmtModify":1729518206331,"author":{"id":"4187352046253712","authorId":"4187352046253712","name":"jack 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11:00","market":"us","language":"zh","title":"特斯拉Cybercab正式亮相！成本低于3万美元，将于2026年投产","url":"https://stock-news.laohu8.com/highlight/detail?id=1134226258","media":"老虎资讯综合","summary":"10月11日，当地时间10月10日周四19:00（北京时间11日上午10:00），$特斯拉(TSLA)$将在加利福尼亚州伯班克华纳兄弟工作室举行“Robotaxi Day”活动，活动主题口号为“We,Robot”（我们，$机器人(300024)$）。马斯克：如您所见，我刚刚乘坐“Cybercab”到达活动现场。还有20辆同样的车在路上行驶。正如您所见，车内没有人在驾驶。我们有50辆可以全自动驾驶的汽车。直播画面显示，马斯克驾乘双门车辆抵达Robotaxi活动现场。","content":"<html><head></head><body><p><strong><a href=\"https://www.laohu8.com/m/live/1812380015251529/?name=RNLive&amp;rndata=%7B%22liveId%22%3A%221812380015251529%22%2C%22type%22%3A1%7D\" title=\"【直播】特斯拉“WE, ROBOT” 发布会\" target=\"_blank\" class=\"\">【直播回放】特斯拉“WE, ROBOT” 发布会</a></strong></p><p>10月11日，当地时间10月10日周四19:00（北京时间11日上午10:00），<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在加利福尼亚州伯班克华纳兄弟工作室举行“Robotaxi Day”活动，活动主题口号为“We,Robot”。</p><p>特斯拉推出名为CyberCab的无人驾驶出租车和无人驾驶Model Y。特斯拉美股夜盘大幅异动，一度涨超5%，随后直线跳水，现跌超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02527d110321eaea741a36706ad97ee9\" title=\"\" tg-width=\"861\" tg-height=\"820\"/></p><h2 id=\"id_1142117324\">Cybercab成本低于3万美元，将于2026年投产</h2><p>直播画面显示，马斯克驾乘双门车辆抵达Robotaxi活动现场。马斯克：如您所见，我刚刚乘坐“Cybercab”到达活动现场。还有20辆同样的车在路上行驶。正如您所见，车内没有人在驾驶。我们有50辆可以全自动驾驶的汽车。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d59394ae8a11723dd35718ab21930ef6\" title=\"\" tg-width=\"1675\" tg-height=\"937\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/593f7a93b4cb3858c848a27f6570778f\" title=\"\" tg-width=\"1070\" tg-height=\"579\"/></p><p>马斯克表示，Cybercab没有方向盘和踏板。预计Cybercab的成本将低于30,000美元，预计将于2026年投入生产。2027年之前，我们会以非常高的产量生产这款车辆。他还表示，Model 3和Model Y的无人驾驶技术也会大幅提升，将实现无人监管的FSD技术。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e8a5851be76bbc6cbbc00891825a314b\" title=\"\" tg-width=\"1534\" tg-height=\"856\"/></p><h2 id=\"id_1217375354\" style=\"text-align: start;\">无人驾驶货车Robovan首秀，一次最多装载20人</h2><p>马斯克宣布推出Robovan（无人驾驶厢式汽车），该车可以乘坐20人或运载货物。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41ae175e8ab459fca829a92ee6be89c8\" title=\"\" tg-width=\"1545\" tg-height=\"864\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f193d510183f102a607331bd2b2cc9d\" title=\"\" tg-width=\"1546\" tg-height=\"868\"/></p><h2 id=\"id_2070105339\" style=\"text-align: start;\">Optimus机器人量产成本为2万-3万美元</h2><p>马斯克：我们在Optimus机器人方面取得了很大进展。按规模生产的Optimus机器人成本将在2万美元至3万美元之间。特斯拉We Robot发布会上，Optimus机器人进行了集体舞蹈，展示了机器人的灵活性。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/602282fb1848a4279400824e9e17c9a5\" title=\"\" tg-width=\"2536\" tg-height=\"1426\"/></p><p>特斯拉We Robot发布会后的参观活动上，Optimus机器人为参观者提供了酒水服务。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ec25967d3969481e8e30bef34189dee\" title=\"\" tg-width=\"2514\" tg-height=\"1408\"/></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉Cybercab正式亮相！成本低于3万美元，将于2026年投产</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特斯拉Cybercab正式亮相！成本低于3万美元，将于2026年投产\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\">2024-10-11 11:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong><a href=\"https://www.laohu8.com/m/live/1812380015251529/?name=RNLive&amp;rndata=%7B%22liveId%22%3A%221812380015251529%22%2C%22type%22%3A1%7D\" title=\"【直播】特斯拉“WE, ROBOT” 发布会\" target=\"_blank\" class=\"\">【直播回放】特斯拉“WE, ROBOT” 发布会</a></strong></p><p>10月11日，当地时间10月10日周四19:00（北京时间11日上午10:00），<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在加利福尼亚州伯班克华纳兄弟工作室举行“Robotaxi Day”活动，活动主题口号为“We,Robot”。</p><p>特斯拉推出名为CyberCab的无人驾驶出租车和无人驾驶Model Y。特斯拉美股夜盘大幅异动，一度涨超5%，随后直线跳水，现跌超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02527d110321eaea741a36706ad97ee9\" title=\"\" tg-width=\"861\" tg-height=\"820\"/></p><h2 id=\"id_1142117324\">Cybercab成本低于3万美元，将于2026年投产</h2><p>直播画面显示，马斯克驾乘双门车辆抵达Robotaxi活动现场。马斯克：如您所见，我刚刚乘坐“Cybercab”到达活动现场。还有20辆同样的车在路上行驶。正如您所见，车内没有人在驾驶。我们有50辆可以全自动驾驶的汽车。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d59394ae8a11723dd35718ab21930ef6\" title=\"\" tg-width=\"1675\" tg-height=\"937\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/593f7a93b4cb3858c848a27f6570778f\" title=\"\" tg-width=\"1070\" tg-height=\"579\"/></p><p>马斯克表示，Cybercab没有方向盘和踏板。预计Cybercab的成本将低于30,000美元，预计将于2026年投入生产。2027年之前，我们会以非常高的产量生产这款车辆。他还表示，Model 3和Model Y的无人驾驶技术也会大幅提升，将实现无人监管的FSD技术。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e8a5851be76bbc6cbbc00891825a314b\" title=\"\" tg-width=\"1534\" tg-height=\"856\"/></p><h2 id=\"id_1217375354\" style=\"text-align: start;\">无人驾驶货车Robovan首秀，一次最多装载20人</h2><p>马斯克宣布推出Robovan（无人驾驶厢式汽车），该车可以乘坐20人或运载货物。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41ae175e8ab459fca829a92ee6be89c8\" title=\"\" tg-width=\"1545\" tg-height=\"864\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f193d510183f102a607331bd2b2cc9d\" title=\"\" tg-width=\"1546\" tg-height=\"868\"/></p><h2 id=\"id_2070105339\" style=\"text-align: start;\">Optimus机器人量产成本为2万-3万美元</h2><p>马斯克：我们在Optimus机器人方面取得了很大进展。按规模生产的Optimus机器人成本将在2万美元至3万美元之间。特斯拉We Robot发布会上，Optimus机器人进行了集体舞蹈，展示了机器人的灵活性。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/602282fb1848a4279400824e9e17c9a5\" title=\"\" tg-width=\"2536\" tg-height=\"1426\"/></p><p>特斯拉We Robot发布会后的参观活动上，Optimus机器人为参观者提供了酒水服务。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ec25967d3969481e8e30bef34189dee\" title=\"\" tg-width=\"2514\" tg-height=\"1408\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/593f7a93b4cb3858c848a27f6570778f","relate_stocks":{"BK4581":"高盛持仓","BK4511":"特斯拉概念","BK4099":"汽车制造商","TSLA":"特斯拉","LU2063271972.USD":"富兰克林创新领域基金","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","BK4592":"伊斯兰概念","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","TSLL":"Direxion Daily TSLA Bull 2X Shares","BK4551":"寇图资本持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134226258","content_text":"【直播回放】特斯拉“WE, ROBOT” 发布会10月11日，当地时间10月10日周四19:00（北京时间11日上午10:00），特斯拉在加利福尼亚州伯班克华纳兄弟工作室举行“Robotaxi Day”活动，活动主题口号为“We,Robot”。特斯拉推出名为CyberCab的无人驾驶出租车和无人驾驶Model Y。特斯拉美股夜盘大幅异动，一度涨超5%，随后直线跳水，现跌超4%。Cybercab成本低于3万美元，将于2026年投产直播画面显示，马斯克驾乘双门车辆抵达Robotaxi活动现场。马斯克：如您所见，我刚刚乘坐“Cybercab”到达活动现场。还有20辆同样的车在路上行驶。正如您所见，车内没有人在驾驶。我们有50辆可以全自动驾驶的汽车。马斯克表示，Cybercab没有方向盘和踏板。预计Cybercab的成本将低于30,000美元，预计将于2026年投入生产。2027年之前，我们会以非常高的产量生产这款车辆。他还表示，Model 3和Model Y的无人驾驶技术也会大幅提升，将实现无人监管的FSD技术。无人驾驶货车Robovan首秀，一次最多装载20人马斯克宣布推出Robovan（无人驾驶厢式汽车），该车可以乘坐20人或运载货物。Optimus机器人量产成本为2万-3万美元马斯克：我们在Optimus机器人方面取得了很大进展。按规模生产的Optimus机器人成本将在2万美元至3万美元之间。特斯拉We Robot发布会上，Optimus机器人进行了集体舞蹈，展示了机器人的灵活性。特斯拉We Robot发布会后的参观活动上，Optimus机器人为参观者提供了酒水服务。","news_type":1},"isVote":1,"tweetType":1,"viewCount":631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353460295590104,"gmtCreate":1727330917761,"gmtModify":1727334556555,"author":{"id":"4187352046253712","authorId":"4187352046253712","name":"jack yang","avatar":"https://static.tigerbbs.com/30a004370314d233be0e7035a3a419ff","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187352046253712","idStr":"4187352046253712"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 队长，我还没上车，怎么发车连招呼都没打","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> 队长，我还没上车，怎么发车连招呼都没打","text":"$拼多多(PDD)$ 队长，我还没上车，怎么发车连招呼都没打","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353460295590104","isVote":1,"tweetType":1,"viewCount":986,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":404962485342672,"gmtCreate":1739891165104,"gmtModify":1739891167259,"author":{"id":"4187352046253712","authorId":"4187352046253712","name":"jack yang","avatar":"https://static.tigerbbs.com/30a004370314d233be0e7035a3a419ff","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187352046253712","idStr":"4187352046253712"},"themes":[],"htmlText":"是不是说nvidia要大跌","listText":"是不是说nvidia要大跌","text":"是不是说nvidia要大跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/404962485342672","isVote":1,"tweetType":1,"viewCount":693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377468073734568,"gmtCreate":1733194419551,"gmtModify":1733194421315,"author":{"id":"4187352046253712","authorId":"4187352046253712","name":"jack yang","avatar":"https://static.tigerbbs.com/30a004370314d233be0e7035a3a419ff","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187352046253712","idStr":"4187352046253712"},"themes":[],"htmlText":"<a 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