传奇硬核韭菜的个人主页 - 老虎社区

传奇硬核韭菜

传奇硬核韭菜

暂无个人介绍

IP属地：北京

0关注

2粉丝

0主题

0勋章

传奇硬核韭菜

08-12

$新氧(SY)$ 赶紧上，这才5块不是50

传奇硬核韭菜

09-16

$纳指100ETF(QQQ)$ $QQQ 20260918 430.0 PUT$ 挺行，现在还没崩

传奇硬核韭菜

08-01

$两倍做多波动率指数期货ETF(UVIX)$ vix20%+你不是应该40%+么

传奇硬核韭菜

05-13

$纳指三倍做空ETF(SQQQ)$ 加仓加仓

传奇硬核韭菜

08-01

这不就瞎写，虚增了10倍可还行

美国7月非农数据低于预期，7月失业率4.2%，期指下挫美元“跳水”

传奇硬核韭菜

09-19

Replying to @小虾尾:没经历过2000年和08年吧//@小虾尾:着个蛋陆，经济就没有着陆这一说

传奇硬核韭菜

04-07

降息通胀怎么办，要是真降了证明股市没救到不降不行了，美国更完蛋，通胀压不住股市救不起

抱歉，原内容已删除

传奇硬核韭菜

03-31

$纳指三倍做空ETF(SQQQ)$ 3月26的分红几号到账？

传奇硬核韭菜

01-08

车企研发能力这么强？车规级芯片壁垒这么低么

蔚来和小鹏联手出逃，英伟达Thor江湖地位不稳？

传奇硬核韭菜

01-13

$纳指三倍做空ETF(SQQQ)$

传奇硬核韭菜

01-08

$纳指三倍做空ETF(SQQQ)$

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4197425437461482","uuid":"4197425437461482","gmtCreate":1734359875225,"gmtModify":1743068524984,"name":"传奇硬核韭菜","pinyin":"cqyhjcchuanqiyinghejiucai","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/ab73756764dd772809478f87cd0dce33","hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","hatId":"ca_profile_frame_Lm11L6","hatName":"LV4 头像框","vip":1,"status":2,"fanSize":2,"headSize":0,"tweetSize":11,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-1","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资经理虎","description":"证券账户累计交易金额达到10万美元","bigImgUrl":"https://static.tigerbbs.com/c8dfc27c1ee0e25db1c93e9d0b641101","smallImgUrl":"https://static.tigerbbs.com/f43908c142f8a33c78f5bdf0e2897488","grayImgUrl":"https://static.tigerbbs.com/82165ff19cb8a786e8919f92acee5213","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.07.25","exceedPercentage":"60.90%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.04.11","exceedPercentage":"60.81%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.01.02","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":3,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":6,"crmLevelSwitch":1,"location":"北京","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":480010097615560,"gmtCreate":1758214247494,"gmtModify":1758214250366,"author":{"id":"4197425437461482","authorId":"4197425437461482","name":"传奇硬核韭菜","avatar":"https://static.tigerbbs.com/ab73756764dd772809478f87cd0dce33","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4197425437461482","authorIdStr":"4197425437461482"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3442105930969680\">@小虾尾</a>:没经历过2000年和08年吧//<a href=\"https://laohu8.com/U/3442105930969680\">@小虾尾</a>:着个蛋陆，经济就没有着陆这一说","listText":"Replying to <a href=\"https://laohu8.com/U/3442105930969680\">@小虾尾</a>:没经历过2000年和08年吧//<a href=\"https://laohu8.com/U/3442105930969680\">@小虾尾</a>:着个蛋陆，经济就没有着陆这一说","text":"Replying to @小虾尾:没经历过2000年和08年吧//@小虾尾:着个蛋陆，经济就没有着陆这一说","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/480010097615560","isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479221083517656,"gmtCreate":1758032341649,"gmtModify":1758032346327,"author":{"id":"4197425437461482","authorId":"4197425437461482","name":"传奇硬核韭菜","avatar":"https://static.tigerbbs.com/ab73756764dd772809478f87cd0dce33","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4197425437461482","authorIdStr":"4197425437461482"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/OPT/QQQ 20260918 430.0 PUT\">$QQQ 20260918 430.0 PUT$ </a> 挺行，现在还没崩","listText":"<a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/OPT/QQQ 20260918 430.0 PUT\">$QQQ 20260918 430.0 PUT$ </a> 挺行，现在还没崩","text":"$纳指100ETF(QQQ)$ $QQQ 20260918 430.0 PUT$ 挺行，现在还没崩","images":[{"img":"https://static.tigerbbs.com/88a46f9ea0f1373ca2c7c59dd3cb6bdc","width":"2012","height":"1581"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479221083517656","isVote":1,"tweetType":1,"viewCount":7264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":466905041621472,"gmtCreate":1755007318910,"gmtModify":1755007320114,"author":{"id":"4197425437461482","authorId":"4197425437461482","name":"传奇硬核韭菜","avatar":"https://static.tigerbbs.com/ab73756764dd772809478f87cd0dce33","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4197425437461482","authorIdStr":"4197425437461482"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SY\">$新氧(SY)$ </a> 赶紧上，这才5块不是50","listText":"<a href=\"https://laohu8.com/S/SY\">$新氧(SY)$ </a> 赶紧上，这才5块不是50","text":"$新氧(SY)$ 赶紧上，这才5块不是50","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/466905041621472","isVote":1,"tweetType":1,"viewCount":1752,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573025450481827","authorId":"3573025450481827","name":"人民币12316买一次","avatar":"https://static.tigerbbs.com/bde9dbabc1015f703775298e9c733eee","crmLevel":2,"crmLevelSwitch":0,"idStr":"3573025450481827","authorIdStr":"3573025450481827"},"content":"你好，看到多少？","text":"你好，看到多少？","html":"你好，看到多少？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462940690358272,"gmtCreate":1754062400258,"gmtModify":1754062401555,"author":{"id":"4197425437461482","authorId":"4197425437461482","name":"传奇硬核韭菜","avatar":"https://static.tigerbbs.com/ab73756764dd772809478f87cd0dce33","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4197425437461482","authorIdStr":"4197425437461482"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UVIX\">$两倍做多波动率指数期货ETF(UVIX)$&nbsp;</a><v-v data-views=\"1\"></v-v> vix20%+你不是应该40%+么","listText":"<a href=\"https://laohu8.com/S/UVIX\">$两倍做多波动率指数期货ETF(UVIX)$&nbsp;</a><v-v data-views=\"1\"></v-v> vix20%+你不是应该40%+么","text":"$两倍做多波动率指数期货ETF(UVIX)$ vix20%+你不是应该40%+么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/462940690358272","isVote":1,"tweetType":1,"viewCount":906,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561177669869635","authorId":"3561177669869635","name":"howieyang123","avatar":"https://static.tigerbbs.com/35bedfe5f1c40f2d55c98a591ca2ec08","crmLevel":5,"crmLevelSwitch":0,"idStr":"3561177669869635","authorIdStr":"3561177669869635"},"content":"这个跟的是期货，不是指数。","text":"这个跟的是期货，不是指数。","html":"这个跟的是期货，不是指数。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":463050985136416,"gmtCreate":1754055395373,"gmtModify":1754055397106,"author":{"id":"4197425437461482","authorId":"4197425437461482","name":"传奇硬核韭菜","avatar":"https://static.tigerbbs.com/ab73756764dd772809478f87cd0dce33","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4197425437461482","authorIdStr":"4197425437461482"},"themes":[],"htmlText":"这不就瞎写，虚增了10倍可还行","listText":"这不就瞎写，虚增了10倍可还行","text":"这不就瞎写，虚增了10倍可还行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/463050985136416","repostId":"1179427592","repostType":4,"repost":{"id":"1179427592","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":1754051416,"share":"https://www.laohu8.com/m/news/1179427592?lang=&edition=full","pubTime":"2025-08-01 20:30","market":"us","language":"zh","title":"美国7月非农数据低于预期，7月失业率4.2%，期指下挫美元“跳水”","url":"https://stock-news.laohu8.com/highlight/detail?id=1179427592","media":"老虎资讯综合","summary":"前值由增加14.7万人修正为增加1.4万人。","content":"<html><head></head><body><p>美国7月非农就业人数增加7.3万人，为去年10月以来最小增幅，预期增加11万人。前值由增加14.7万人修正为增加1.4万人。</p><p>5月份非农新增就业人数从14.4万人修正至1.9万人；6月份非农新增就业人数从14.7万人修正至1.4万人。修正后，5月和6月新增就业人数合计较修正前低25.8万人。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e779974d6b38819f857ce9115be1455f\" title=\"\" tg-width=\"1089\" tg-height=\"656\"/></p><p>美国7月失业率为4.2%，符合预期，失业人数为720万。自2024年5月以来，失业率一直保持在4.0%至4.2%的窄幅区间。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3982a858aafd885a535f1f8097f53451\" title=\"\" tg-width=\"1086\" tg-height=\"656\"/></p><p>美国7月平均时薪年率录得3.9%，为3月以来新高，市场预期为3.8%。</p><p>期货市场暗示，<strong>交易员认为美联储在9月会议上降息25个基点的可能性为75%，而就业报告公布前为45%。</strong></p><h3 id=\"id_2439265592\">美股期指下挫，美元指数跳水，金价拉升</h3><p>非农及失业率数据公布后，美股期货短线小幅走低，纳斯达克100指数期货跌1.19%。美元指数直线跳水，现货黄金快速拉升。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da4809b4f99b552030c75bad9ca4aea2\" title=\"\" tg-width=\"1381\" tg-height=\"454\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45b27a199323b042061e911beb7cd1a4\" title=\"\" tg-width=\"1381\" tg-height=\"572\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/564ffece1492655ab50db745ae45feca\" title=\"\" tg-width=\"1381\" tg-height=\"477\"/></p><h3 id=\"id_2053681001\">个股盘前行情</h3><p><a href=\"https://laohu8.com/S/AAPL\">苹果</a> 涨1.65%。苹果第三财季营收940.4亿美元，同比增长9.6%，高于市场预期的893亿美元，是自2021年12月以来最大的季度收入增幅。其中iPhone的销售额达到445.8亿美元，高于市场预估。苹果大中华区销售额达153.7亿美元，同比增长4.4%，高于预估，扭转了此前销量下滑的局面。公司第三财季净利润234.3亿美元，同比增长9%，第三财季每股收益1.57美元，上年同期1.40美元，预估1.43美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed1ff71e465419a428b69dab65fd5ad9\" title=\"\" tg-width=\"450\" tg-height=\"131\"/></p><p><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>大跌超7%！二季度AWS增长速度落后于微软、谷歌；AWS的利润率为32.9%，创自2023年第四季度以来的最低水平。三季度营业利润指引偏弱。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80c20946e097e9ba879182892b67e9e0\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p><a href=\"https://laohu8.com/S/FIG\">Figma</a> 续涨约20%，昨日上市首日暴涨250%。成立于2012年的Figma主要从事应用程序和网站设计软件的开发。“AI+设计”成为Figma最具吸引力标签。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a90fab980093921f9e271e565e16c69c\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p><a href=\"https://laohu8.com/S/RDDT\">Reddit</a>大涨近16%。二季度业绩全面超出市场预期，营收暴涨78%至5亿美金。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f112ecde2385eb02d9b2f0aa3aab5611\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p><a href=\"https://laohu8.com/S/FSLR\">第一太阳能</a>涨超4%，第二季业绩超预期，管理层在光伏行业困境中看到希望。</p><p>诺和诺德涨超2%，礼来涨超1%。消息称美国拟扩大对减肥药的医保覆盖范围。</p><p><a href=\"https://laohu8.com/S/COIN\">Coinbase</a>大跌超10%.二季度营收低于分析师预期，交易疲软成主要拖累。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8106a40475a3a9be4c5974d302318c1\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p><a href=\"https://laohu8.com/S/ROKU\">Roku</a>跌超5%，二季度营收超预期，平台增长加速。</p><p><a href=\"https://laohu8.com/S/RIOT\">Riot Platforms</a>跌超8%，第二季度收入低于预期。</p><p>特斯拉跌0.9%。在法国和丹麦的销量连续第七个月下滑，今年前六个月在欧洲的销量下降了三分之一以上。</p><p>理想汽车跌3.52%，7月交付量30731辆，同比下降40%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c65cc45b5fa0ec97c185fecd3c3f1525\" title=\"\" tg-width=\"450\" tg-height=\"130\"/></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>美国7月非农数据低于预期，7月失业率4.2%，期指下挫美元“跳水”</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美国7月非农数据低于预期，7月失业率4.2%，期指下挫美元“跳水”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-08-01 20:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美国7月非农就业人数增加7.3万人，为去年10月以来最小增幅，预期增加11万人。前值由增加14.7万人修正为增加1.4万人。</p><p>5月份非农新增就业人数从14.4万人修正至1.9万人；6月份非农新增就业人数从14.7万人修正至1.4万人。修正后，5月和6月新增就业人数合计较修正前低25.8万人。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e779974d6b38819f857ce9115be1455f\" title=\"\" tg-width=\"1089\" tg-height=\"656\"/></p><p>美国7月失业率为4.2%，符合预期，失业人数为720万。自2024年5月以来，失业率一直保持在4.0%至4.2%的窄幅区间。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3982a858aafd885a535f1f8097f53451\" title=\"\" tg-width=\"1086\" tg-height=\"656\"/></p><p>美国7月平均时薪年率录得3.9%，为3月以来新高，市场预期为3.8%。</p><p>期货市场暗示，<strong>交易员认为美联储在9月会议上降息25个基点的可能性为75%，而就业报告公布前为45%。</strong></p><h3 id=\"id_2439265592\">美股期指下挫，美元指数跳水，金价拉升</h3><p>非农及失业率数据公布后，美股期货短线小幅走低，纳斯达克100指数期货跌1.19%。美元指数直线跳水，现货黄金快速拉升。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da4809b4f99b552030c75bad9ca4aea2\" title=\"\" tg-width=\"1381\" tg-height=\"454\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45b27a199323b042061e911beb7cd1a4\" title=\"\" tg-width=\"1381\" tg-height=\"572\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/564ffece1492655ab50db745ae45feca\" title=\"\" tg-width=\"1381\" tg-height=\"477\"/></p><h3 id=\"id_2053681001\">个股盘前行情</h3><p><a href=\"https://laohu8.com/S/AAPL\">苹果</a> 涨1.65%。苹果第三财季营收940.4亿美元，同比增长9.6%，高于市场预期的893亿美元，是自2021年12月以来最大的季度收入增幅。其中iPhone的销售额达到445.8亿美元，高于市场预估。苹果大中华区销售额达153.7亿美元，同比增长4.4%，高于预估，扭转了此前销量下滑的局面。公司第三财季净利润234.3亿美元，同比增长9%，第三财季每股收益1.57美元，上年同期1.40美元，预估1.43美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed1ff71e465419a428b69dab65fd5ad9\" title=\"\" tg-width=\"450\" tg-height=\"131\"/></p><p><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>大跌超7%！二季度AWS增长速度落后于微软、谷歌；AWS的利润率为32.9%，创自2023年第四季度以来的最低水平。三季度营业利润指引偏弱。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80c20946e097e9ba879182892b67e9e0\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p><a href=\"https://laohu8.com/S/FIG\">Figma</a> 续涨约20%，昨日上市首日暴涨250%。成立于2012年的Figma主要从事应用程序和网站设计软件的开发。“AI+设计”成为Figma最具吸引力标签。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a90fab980093921f9e271e565e16c69c\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p><a href=\"https://laohu8.com/S/RDDT\">Reddit</a>大涨近16%。二季度业绩全面超出市场预期，营收暴涨78%至5亿美金。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f112ecde2385eb02d9b2f0aa3aab5611\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p><a href=\"https://laohu8.com/S/FSLR\">第一太阳能</a>涨超4%，第二季业绩超预期，管理层在光伏行业困境中看到希望。</p><p>诺和诺德涨超2%，礼来涨超1%。消息称美国拟扩大对减肥药的医保覆盖范围。</p><p><a href=\"https://laohu8.com/S/COIN\">Coinbase</a>大跌超10%.二季度营收低于分析师预期，交易疲软成主要拖累。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8106a40475a3a9be4c5974d302318c1\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p><a href=\"https://laohu8.com/S/ROKU\">Roku</a>跌超5%，二季度营收超预期，平台增长加速。</p><p><a href=\"https://laohu8.com/S/RIOT\">Riot Platforms</a>跌超8%，第二季度收入低于预期。</p><p>特斯拉跌0.9%。在法国和丹麦的销量连续第七个月下滑，今年前六个月在欧洲的销量下降了三分之一以上。</p><p>理想汽车跌3.52%，7月交付量30731辆，同比下降40%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c65cc45b5fa0ec97c185fecd3c3f1525\" title=\"\" tg-width=\"450\" tg-height=\"130\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179427592","content_text":"美国7月非农就业人数增加7.3万人，为去年10月以来最小增幅，预期增加11万人。前值由增加14.7万人修正为增加1.4万人。5月份非农新增就业人数从14.4万人修正至1.9万人；6月份非农新增就业人数从14.7万人修正至1.4万人。修正后，5月和6月新增就业人数合计较修正前低25.8万人。美国7月失业率为4.2%，符合预期，失业人数为720万。自2024年5月以来，失业率一直保持在4.0%至4.2%的窄幅区间。美国7月平均时薪年率录得3.9%，为3月以来新高，市场预期为3.8%。期货市场暗示，交易员认为美联储在9月会议上降息25个基点的可能性为75%，而就业报告公布前为45%。美股期指下挫，美元指数跳水，金价拉升非农及失业率数据公布后，美股期货短线小幅走低，纳斯达克100指数期货跌1.19%。美元指数直线跳水，现货黄金快速拉升。个股盘前行情苹果 涨1.65%。苹果第三财季营收940.4亿美元，同比增长9.6%，高于市场预期的893亿美元，是自2021年12月以来最大的季度收入增幅。其中iPhone的销售额达到445.8亿美元，高于市场预估。苹果大中华区销售额达153.7亿美元，同比增长4.4%，高于预估，扭转了此前销量下滑的局面。公司第三财季净利润234.3亿美元，同比增长9%，第三财季每股收益1.57美元，上年同期1.40美元，预估1.43美元。亚马逊大跌超7%！二季度AWS增长速度落后于微软、谷歌；AWS的利润率为32.9%，创自2023年第四季度以来的最低水平。三季度营业利润指引偏弱。Figma 续涨约20%，昨日上市首日暴涨250%。成立于2012年的Figma主要从事应用程序和网站设计软件的开发。“AI+设计”成为Figma最具吸引力标签。Reddit大涨近16%。二季度业绩全面超出市场预期，营收暴涨78%至5亿美金。第一太阳能涨超4%，第二季业绩超预期，管理层在光伏行业困境中看到希望。诺和诺德涨超2%，礼来涨超1%。消息称美国拟扩大对减肥药的医保覆盖范围。Coinbase大跌超10%.二季度营收低于分析师预期，交易疲软成主要拖累。Roku跌超5%，二季度营收超预期，平台增长加速。Riot Platforms跌超8%，第二季度收入低于预期。特斯拉跌0.9%。在法国和丹麦的销量连续第七个月下滑，今年前六个月在欧洲的销量下降了三分之一以上。理想汽车跌3.52%，7月交付量30731辆，同比下降40%。","news_type":1,"symbols_score_info":{"ESmain":1,"NQmain":1,"YMmain":1}},"isVote":1,"tweetType":1,"viewCount":528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":434636936532776,"gmtCreate":1747145962710,"gmtModify":1747145966172,"author":{"id":"4197425437461482","authorId":"4197425437461482","name":"传奇硬核韭菜","avatar":"https://static.tigerbbs.com/ab73756764dd772809478f87cd0dce33","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4197425437461482","authorIdStr":"4197425437461482"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$ </a> 加仓加仓","listText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$ </a> 加仓加仓","text":"$纳指三倍做空ETF(SQQQ)$ 加仓加仓","images":[{"img":"https://static.tigerbbs.com/d1edff4f2c7a3966c56c469628175c4c","width":"2014","height":"1766"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/434636936532776","isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":419320379412896,"gmtCreate":1743414563764,"gmtModify":1743414985638,"author":{"id":"4197425437461482","authorId":"4197425437461482","name":"传奇硬核韭菜","avatar":"https://static.tigerbbs.com/ab73756764dd772809478f87cd0dce33","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4197425437461482","authorIdStr":"4197425437461482"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$&nbsp;</a> 3月26的分红几号到账？","listText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$&nbsp;</a> 3月26的分红几号到账？","text":"$纳指三倍做空ETF(SQQQ)$ 3月26的分红几号到账？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/419320379412896","isVote":1,"tweetType":1,"viewCount":945,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392117129781488,"gmtCreate":1736759258518,"gmtModify":1736759579838,"author":{"id":"4197425437461482","authorId":"4197425437461482","name":"传奇硬核韭菜","avatar":"https://static.tigerbbs.com/ab73756764dd772809478f87cd0dce33","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4197425437461482","authorIdStr":"4197425437461482"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$ </a>&nbsp;","text":"$纳指三倍做空ETF(SQQQ)$","images":[{"img":"https://static.tigerbbs.com/2c11d3599cbcc1b41281fcd83adc4b50","width":"2014","height":"1766"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392117129781488","isVote":1,"tweetType":1,"viewCount":1192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":390353465557280,"gmtCreate":1736346154617,"gmtModify":1736347072253,"author":{"id":"4197425437461482","authorId":"4197425437461482","name":"传奇硬核韭菜","avatar":"https://static.tigerbbs.com/ab73756764dd772809478f87cd0dce33","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4197425437461482","authorIdStr":"4197425437461482"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$ </a>&nbsp;","text":"$纳指三倍做空ETF(SQQQ)$","images":[{"img":"https://static.tigerbbs.com/e899fc133dcc48e33c09d4babadfbeef","width":"2014","height":"1766"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390353465557280","isVote":1,"tweetType":1,"viewCount":895,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":390412679602400,"gmtCreate":1736334132742,"gmtModify":1736341105459,"author":{"id":"4197425437461482","authorId":"4197425437461482","name":"传奇硬核韭菜","avatar":"https://static.tigerbbs.com/ab73756764dd772809478f87cd0dce33","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4197425437461482","authorIdStr":"4197425437461482"},"themes":[],"htmlText":"车企研发能力这么强？车规级芯片壁垒这么低么","listText":"车企研发能力这么强？车规级芯片壁垒这么低么","text":"车企研发能力这么强？车规级芯片壁垒这么低么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390412679602400","repostId":"2501371775","repostType":2,"repost":{"id":"2501371775","kind":"news","pubTimestamp":1736325463,"share":"https://www.laohu8.com/m/news/2501371775?lang=&edition=full","pubTime":"2025-01-08 16:37","market":"hk","language":"zh","title":"蔚来和小鹏联手出逃，英伟达Thor江湖地位不稳？","url":"https://stock-news.laohu8.com/highlight/detail?id=2501371775","media":"天极车讯","summary":"蔚来和小鹏都是早期英伟达自动驾驶芯片最忠实的合伙伙伴。最重要的是，采用自研芯片的成本要远远低于采购英伟达Thor。除了华为以外，蔚来和小鹏也是目前中国唯二实现自研智驾芯片的新势力车企，而这无疑是他们能够不再依赖英伟达通用芯片的底气。","content":"<html><body><article><p>每年一度的全球最大消费电子展CES 2025正在如火如荼地进行当中。</p><p>而正式将本届CES拉向绝对高潮时刻的，无疑是昨日“皮衣教主”黄仁勋闪亮登场。不仅带来了新款GeForce RTX GPU—50系列，相比上代带来超强性能提升，令全球玩家们为之惊叹。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250108164229458v206bkzf2srxwl9\"/><p>同样，在炙手可热的自动驾驶领域，黄仁勋现场发布第四代Thor智驾计算平台，宣告着该平台在屡经跳票后，终于会在今年大规模量产上车，开创下一个高算力新纪元。</p><p>NVIDIA DRIVE AGX Thor智驾计算平台，将全面占领接下来至少两到三年内的高端智驾核心硬件“大脑”，这一点从黄仁勋公布的PPT合作伙伴名单也能看出，中国车企包括<a href=\"https://laohu8.com/S/002594\">比亚迪</a>、理想、小米、<a href=\"https://laohu8.com/S/ZK\">极氪</a>等，海外车企有<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、奔驰、丰田、沃尔沃等等。</p><p>其中，大家最熟悉的极氪汽车宣布推出全球首家OEM量产自研的<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>Thor智驾域控制器平台。该平台由极氪团队自主研发设计，能同时处理14个8百万30帧摄像头数据输入，极大提升视觉感知数据的支持能力，具备超高算力、低功耗设计、丰富的通信及传感器接口。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250108164230394v206mh75wqn90v0\"/><p>在本届CES电子展上，极氪也毫不吝啬地对外展出了该Thor-U域控制器。</p><p>据透露，极氪首发的Thor-U智驾域控，是整个Thor芯片系列的中配版本，算力在500～750Tops范围内，与目前市面主流搭载的双Orin-X在纸面算力上并不能拉开差距，而Thor高配版1000Tops，很可能还会继续延迟量产。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250108164231294v2064e9bb8pbw7z\"/><p>另外，有业内人士透露，关于今年Thor芯片的大规模量产时间节点，目前保持在5～6月，所以从下半年开始，大家有可能看到很多搭载Thor智驾芯片的新车型上市。</p><p>不过，对比过去DRIVE Orin平台的一统江湖局面，这次第四代Thor智驾计算平台虽然算力性能提升巨大，但是有一些车企却没有出现在合作名单当中，他们就是<a href=\"https://laohu8.com/S/NIO\">蔚来</a>和小鹏。</p><p><a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>和小鹏都是早期英伟达自动驾驶芯片最忠实的合伙伙伴。蔚来NT2.0车型仍是现在业界唯一全系标配4*Orin-X芯片平台的产品，纸面总算力高达1016Tops，李斌曾在23年表示，蔚来一年需要花费3亿美元采购Orin，占据英伟达当年总出货量的46%，几乎是半壁江山；</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250108164233575v206ruwr2l7mvyb\"/><p>小鹏更是如此。2019年11月，小鹏P7开启预售，是全球第一款正式量产英伟达Xavier芯片的电动汽车，Xavier芯片算力大约30Tops，是老黄Orin尚未发布之前的开山之作，而小鹏则是国内最早拥抱英伟达的电动车企。后来，小鹏还基于Xavier相继研发出高速NGP、记忆泊车、纯规则高精地图城市NGP，既被业界称之为“算法奇迹”，也为后来Orin的普及立下不世之功。</p><p>然而，一如当年特斯拉，伴随自家算法工程团队的成熟深入，蔚来和小鹏也相继迈上了“自研芯片”路线。</p><p>2024年7月27日，李斌宣布，蔚来自研全球首颗5nm智驾芯片“神玑NX9031”流片成功，该芯片采用32核心CPU架构和全链路超感增强自研图像信号处理器ISP，内置LPDDR5x 8533Mbps速率内存，搭配自研推理加速单元NPU，无论是芯片还是底层软件均已实现自主设计。李斌表示，其一颗自研芯片能实现四颗业界旗舰芯片（Orin）的性能。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250108164241350v206j5srtwm43w6\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20250108164248825v2065at7abyhkyx\"/><p>随后，在12月23日，蔚来行政旗舰轿车—ET9正式发布，该车首发搭载两颗自研神玑NX9031智驾芯片，综合算力超过2000Tops，并且会在2025年3月开启交付。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250108164302541v2062o9kmpat1ec\"/><p>由此可见，在Thor高配版屡次延期无法上市的情况下，蔚来自研神玑NX9031已经完成后来居上，今年3月便可以开启交付，并且两颗综合算力超过2000Tops，性能甚至超越Thor。</p><p>最重要的是，采用自研芯片的成本要远远低于采购英伟达Thor。</p><p>类似的情况也发生在小鹏身上。蔚来神玑发布后的一个月，小鹏宣布首颗自研AI芯片“图灵”流片成功，该芯片搭载40核处理器、2个自研ISP和2个自研NPU单元，与英伟达相比，小鹏图灵芯片性能相当于三颗Orin X，综合算力或超过750Tops。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250108164303944v206xpukffh7h39\"/><p>何小鹏还表示，小鹏自研图灵芯片还会被应用于AI<a href=\"https://laohu8.com/S/300024\">机器人</a>、AI汽车和飞行汽车等多个领域，既可驱动智驾大模型，也可驱动座舱大模型等等。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250108164312857v206foew4744r7v\"/><p>外界预测，小鹏今年下半年发布的新车将全面首发搭载自研图灵芯片，并且单车最多可搭载三颗。</p><p>除了华为以外，蔚来和小鹏也是目前中国唯二实现自研智驾芯片的新势力车企，而这无疑是他们能够不再依赖英伟达通用芯片的底气。</p><p>当然，采购成本、Thor芯片量产屡次跳票、以及自研芯片拥有更好的自研算法匹配和更强的性能释放等多方面因素，也是蔚来和小鹏快速切换自研芯片的主要推力。</p><p>随着越来越多的头部车企开始投入到自研芯片阵容，也意味着英伟达Thor芯片想要继续维持当初一统江湖的垄断局面，将变得难上加难。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250108164313280v206itwul1wfc23\"/></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>蔚来和小鹏联手出逃，英伟达Thor江湖地位不稳？</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蔚来和小鹏联手出逃，英伟达Thor江湖地位不稳？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-08 16:37 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250108164326a219ec3b&s=b><strong>天极车讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>每年一度的全球最大消费电子展CES 2025正在如火如荼地进行当中。而正式将本届CES拉向绝对高潮时刻的，无疑是昨日“皮衣教主”黄仁勋闪亮登场。不仅带来了新款GeForce RTX GPU—50系列，相比上代带来超强性能提升，令全球玩家们为之惊叹。同样，在炙手可热的自动驾驶领域，黄仁勋现场发布第四代Thor智驾计算平台，宣告着该平台在屡经跳票后，终于会在今年大规模量产上车，开创下一个高算力新纪元。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250108164326a219ec3b&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1539":"汽车股","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","NIO":"蔚来","09866":"蔚来-SW","BK1588":"回港中概股","09868":"小鹏汽车-W","BK1119":"汽车制造商","BK1587":"次新股","XPEV":"小鹏汽车","BK1610":"ETF&股票定投概念","BK1575":"同股不同权","NVDA":"英伟达"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250108164326a219ec3b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2501371775","content_text":"每年一度的全球最大消费电子展CES 2025正在如火如荼地进行当中。而正式将本届CES拉向绝对高潮时刻的，无疑是昨日“皮衣教主”黄仁勋闪亮登场。不仅带来了新款GeForce RTX GPU—50系列，相比上代带来超强性能提升，令全球玩家们为之惊叹。同样，在炙手可热的自动驾驶领域，黄仁勋现场发布第四代Thor智驾计算平台，宣告着该平台在屡经跳票后，终于会在今年大规模量产上车，开创下一个高算力新纪元。NVIDIA DRIVE AGX Thor智驾计算平台，将全面占领接下来至少两到三年内的高端智驾核心硬件“大脑”，这一点从黄仁勋公布的PPT合作伙伴名单也能看出，中国车企包括比亚迪、理想、小米、极氪等，海外车企有特斯拉、奔驰、丰田、沃尔沃等等。其中，大家最熟悉的极氪汽车宣布推出全球首家OEM量产自研的英伟达Thor智驾域控制器平台。该平台由极氪团队自主研发设计，能同时处理14个8百万30帧摄像头数据输入，极大提升视觉感知数据的支持能力，具备超高算力、低功耗设计、丰富的通信及传感器接口。在本届CES电子展上，极氪也毫不吝啬地对外展出了该Thor-U域控制器。据透露，极氪首发的Thor-U智驾域控，是整个Thor芯片系列的中配版本，算力在500～750Tops范围内，与目前市面主流搭载的双Orin-X在纸面算力上并不能拉开差距，而Thor高配版1000Tops，很可能还会继续延迟量产。另外，有业内人士透露，关于今年Thor芯片的大规模量产时间节点，目前保持在5～6月，所以从下半年开始，大家有可能看到很多搭载Thor智驾芯片的新车型上市。不过，对比过去DRIVE Orin平台的一统江湖局面，这次第四代Thor智驾计算平台虽然算力性能提升巨大，但是有一些车企却没有出现在合作名单当中，他们就是蔚来和小鹏。蔚来和小鹏都是早期英伟达自动驾驶芯片最忠实的合伙伙伴。蔚来NT2.0车型仍是现在业界唯一全系标配4*Orin-X芯片平台的产品，纸面总算力高达1016Tops，李斌曾在23年表示，蔚来一年需要花费3亿美元采购Orin，占据英伟达当年总出货量的46%，几乎是半壁江山；小鹏更是如此。2019年11月，小鹏P7开启预售，是全球第一款正式量产英伟达Xavier芯片的电动汽车，Xavier芯片算力大约30Tops，是老黄Orin尚未发布之前的开山之作，而小鹏则是国内最早拥抱英伟达的电动车企。后来，小鹏还基于Xavier相继研发出高速NGP、记忆泊车、纯规则高精地图城市NGP，既被业界称之为“算法奇迹”，也为后来Orin的普及立下不世之功。然而，一如当年特斯拉，伴随自家算法工程团队的成熟深入，蔚来和小鹏也相继迈上了“自研芯片”路线。2024年7月27日，李斌宣布，蔚来自研全球首颗5nm智驾芯片“神玑NX9031”流片成功，该芯片采用32核心CPU架构和全链路超感增强自研图像信号处理器ISP，内置LPDDR5x 8533Mbps速率内存，搭配自研推理加速单元NPU，无论是芯片还是底层软件均已实现自主设计。李斌表示，其一颗自研芯片能实现四颗业界旗舰芯片（Orin）的性能。随后，在12月23日，蔚来行政旗舰轿车—ET9正式发布，该车首发搭载两颗自研神玑NX9031智驾芯片，综合算力超过2000Tops，并且会在2025年3月开启交付。由此可见，在Thor高配版屡次延期无法上市的情况下，蔚来自研神玑NX9031已经完成后来居上，今年3月便可以开启交付，并且两颗综合算力超过2000Tops，性能甚至超越Thor。最重要的是，采用自研芯片的成本要远远低于采购英伟达Thor。类似的情况也发生在小鹏身上。蔚来神玑发布后的一个月，小鹏宣布首颗自研AI芯片“图灵”流片成功，该芯片搭载40核处理器、2个自研ISP和2个自研NPU单元，与英伟达相比，小鹏图灵芯片性能相当于三颗Orin X，综合算力或超过750Tops。何小鹏还表示，小鹏自研图灵芯片还会被应用于AI机器人、AI汽车和飞行汽车等多个领域，既可驱动智驾大模型，也可驱动座舱大模型等等。外界预测，小鹏今年下半年发布的新车将全面首发搭载自研图灵芯片，并且单车最多可搭载三颗。除了华为以外，蔚来和小鹏也是目前中国唯二实现自研智驾芯片的新势力车企，而这无疑是他们能够不再依赖英伟达通用芯片的底气。当然，采购成本、Thor芯片量产屡次跳票、以及自研芯片拥有更好的自研算法匹配和更强的性能释放等多方面因素，也是蔚来和小鹏快速切换自研芯片的主要推力。随着越来越多的头部车企开始投入到自研芯片阵容，也意味着英伟达Thor芯片想要继续维持当初一统江湖的垄断局面，将变得难上加难。","news_type":1,"symbols_score_info":{"09866":1,"09868":1,"NIO":0.9,"NVDA":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":1541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":466905041621472,"gmtCreate":1755007318910,"gmtModify":1755007320114,"author":{"id":"4197425437461482","authorId":"4197425437461482","name":"传奇硬核韭菜","avatar":"https://static.tigerbbs.com/ab73756764dd772809478f87cd0dce33","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4197425437461482","authorIdStr":"4197425437461482"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SY\">$新氧(SY)$ </a> 赶紧上，这才5块不是50","listText":"<a href=\"https://laohu8.com/S/SY\">$新氧(SY)$ </a> 赶紧上，这才5块不是50","text":"$新氧(SY)$ 赶紧上，这才5块不是50","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/466905041621472","isVote":1,"tweetType":1,"viewCount":1752,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3573025450481827","authorId":"3573025450481827","name":"人民币12316买一次","avatar":"https://static.tigerbbs.com/bde9dbabc1015f703775298e9c733eee","crmLevel":2,"crmLevelSwitch":0,"idStr":"3573025450481827","authorIdStr":"3573025450481827"},"content":"你好，看到多少？","text":"你好，看到多少？","html":"你好，看到多少？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479221083517656,"gmtCreate":1758032341649,"gmtModify":1758032346327,"author":{"id":"4197425437461482","authorId":"4197425437461482","name":"传奇硬核韭菜","avatar":"https://static.tigerbbs.com/ab73756764dd772809478f87cd0dce33","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4197425437461482","authorIdStr":"4197425437461482"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/OPT/QQQ 20260918 430.0 PUT\">$QQQ 20260918 430.0 PUT$ </a> 挺行，现在还没崩","listText":"<a href=\"https://laohu8.com/S/QQQ\">$纳指100ETF(QQQ)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/OPT/QQQ 20260918 430.0 PUT\">$QQQ 20260918 430.0 PUT$ </a> 挺行，现在还没崩","text":"$纳指100ETF(QQQ)$ $QQQ 20260918 430.0 PUT$ 挺行，现在还没崩","images":[{"img":"https://static.tigerbbs.com/88a46f9ea0f1373ca2c7c59dd3cb6bdc","width":"2012","height":"1581"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479221083517656","isVote":1,"tweetType":1,"viewCount":7264,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":462940690358272,"gmtCreate":1754062400258,"gmtModify":1754062401555,"author":{"id":"4197425437461482","authorId":"4197425437461482","name":"传奇硬核韭菜","avatar":"https://static.tigerbbs.com/ab73756764dd772809478f87cd0dce33","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4197425437461482","authorIdStr":"4197425437461482"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UVIX\">$两倍做多波动率指数期货ETF(UVIX)$&nbsp;</a><v-v data-views=\"1\"></v-v> vix20%+你不是应该40%+么","listText":"<a href=\"https://laohu8.com/S/UVIX\">$两倍做多波动率指数期货ETF(UVIX)$&nbsp;</a><v-v data-views=\"1\"></v-v> vix20%+你不是应该40%+么","text":"$两倍做多波动率指数期货ETF(UVIX)$ vix20%+你不是应该40%+么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/462940690358272","isVote":1,"tweetType":1,"viewCount":906,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561177669869635","authorId":"3561177669869635","name":"howieyang123","avatar":"https://static.tigerbbs.com/35bedfe5f1c40f2d55c98a591ca2ec08","crmLevel":5,"crmLevelSwitch":0,"idStr":"3561177669869635","authorIdStr":"3561177669869635"},"content":"这个跟的是期货，不是指数。","text":"这个跟的是期货，不是指数。","html":"这个跟的是期货，不是指数。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":434636936532776,"gmtCreate":1747145962710,"gmtModify":1747145966172,"author":{"id":"4197425437461482","authorId":"4197425437461482","name":"传奇硬核韭菜","avatar":"https://static.tigerbbs.com/ab73756764dd772809478f87cd0dce33","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4197425437461482","authorIdStr":"4197425437461482"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$ </a> 加仓加仓","listText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$ </a> 加仓加仓","text":"$纳指三倍做空ETF(SQQQ)$ 加仓加仓","images":[{"img":"https://static.tigerbbs.com/d1edff4f2c7a3966c56c469628175c4c","width":"2014","height":"1766"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/434636936532776","isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":463050985136416,"gmtCreate":1754055395373,"gmtModify":1754055397106,"author":{"id":"4197425437461482","authorId":"4197425437461482","name":"传奇硬核韭菜","avatar":"https://static.tigerbbs.com/ab73756764dd772809478f87cd0dce33","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4197425437461482","authorIdStr":"4197425437461482"},"themes":[],"htmlText":"这不就瞎写，虚增了10倍可还行","listText":"这不就瞎写，虚增了10倍可还行","text":"这不就瞎写，虚增了10倍可还行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/463050985136416","repostId":"1179427592","repostType":4,"repost":{"id":"1179427592","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":1754051416,"share":"https://www.laohu8.com/m/news/1179427592?lang=&edition=full","pubTime":"2025-08-01 20:30","market":"us","language":"zh","title":"美国7月非农数据低于预期，7月失业率4.2%，期指下挫美元“跳水”","url":"https://stock-news.laohu8.com/highlight/detail?id=1179427592","media":"老虎资讯综合","summary":"前值由增加14.7万人修正为增加1.4万人。","content":"<html><head></head><body><p>美国7月非农就业人数增加7.3万人，为去年10月以来最小增幅，预期增加11万人。前值由增加14.7万人修正为增加1.4万人。</p><p>5月份非农新增就业人数从14.4万人修正至1.9万人；6月份非农新增就业人数从14.7万人修正至1.4万人。修正后，5月和6月新增就业人数合计较修正前低25.8万人。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e779974d6b38819f857ce9115be1455f\" title=\"\" tg-width=\"1089\" tg-height=\"656\"/></p><p>美国7月失业率为4.2%，符合预期，失业人数为720万。自2024年5月以来，失业率一直保持在4.0%至4.2%的窄幅区间。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3982a858aafd885a535f1f8097f53451\" title=\"\" tg-width=\"1086\" tg-height=\"656\"/></p><p>美国7月平均时薪年率录得3.9%，为3月以来新高，市场预期为3.8%。</p><p>期货市场暗示，<strong>交易员认为美联储在9月会议上降息25个基点的可能性为75%，而就业报告公布前为45%。</strong></p><h3 id=\"id_2439265592\">美股期指下挫，美元指数跳水，金价拉升</h3><p>非农及失业率数据公布后，美股期货短线小幅走低，纳斯达克100指数期货跌1.19%。美元指数直线跳水，现货黄金快速拉升。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da4809b4f99b552030c75bad9ca4aea2\" title=\"\" tg-width=\"1381\" tg-height=\"454\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45b27a199323b042061e911beb7cd1a4\" title=\"\" tg-width=\"1381\" tg-height=\"572\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/564ffece1492655ab50db745ae45feca\" title=\"\" tg-width=\"1381\" tg-height=\"477\"/></p><h3 id=\"id_2053681001\">个股盘前行情</h3><p><a href=\"https://laohu8.com/S/AAPL\">苹果</a> 涨1.65%。苹果第三财季营收940.4亿美元，同比增长9.6%，高于市场预期的893亿美元，是自2021年12月以来最大的季度收入增幅。其中iPhone的销售额达到445.8亿美元，高于市场预估。苹果大中华区销售额达153.7亿美元，同比增长4.4%，高于预估，扭转了此前销量下滑的局面。公司第三财季净利润234.3亿美元，同比增长9%，第三财季每股收益1.57美元，上年同期1.40美元，预估1.43美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed1ff71e465419a428b69dab65fd5ad9\" title=\"\" tg-width=\"450\" tg-height=\"131\"/></p><p><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>大跌超7%！二季度AWS增长速度落后于微软、谷歌；AWS的利润率为32.9%，创自2023年第四季度以来的最低水平。三季度营业利润指引偏弱。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80c20946e097e9ba879182892b67e9e0\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p><a href=\"https://laohu8.com/S/FIG\">Figma</a> 续涨约20%，昨日上市首日暴涨250%。成立于2012年的Figma主要从事应用程序和网站设计软件的开发。“AI+设计”成为Figma最具吸引力标签。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a90fab980093921f9e271e565e16c69c\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p><a href=\"https://laohu8.com/S/RDDT\">Reddit</a>大涨近16%。二季度业绩全面超出市场预期，营收暴涨78%至5亿美金。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f112ecde2385eb02d9b2f0aa3aab5611\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p><a href=\"https://laohu8.com/S/FSLR\">第一太阳能</a>涨超4%，第二季业绩超预期，管理层在光伏行业困境中看到希望。</p><p>诺和诺德涨超2%，礼来涨超1%。消息称美国拟扩大对减肥药的医保覆盖范围。</p><p><a href=\"https://laohu8.com/S/COIN\">Coinbase</a>大跌超10%.二季度营收低于分析师预期，交易疲软成主要拖累。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8106a40475a3a9be4c5974d302318c1\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p><a href=\"https://laohu8.com/S/ROKU\">Roku</a>跌超5%，二季度营收超预期，平台增长加速。</p><p><a href=\"https://laohu8.com/S/RIOT\">Riot Platforms</a>跌超8%，第二季度收入低于预期。</p><p>特斯拉跌0.9%。在法国和丹麦的销量连续第七个月下滑，今年前六个月在欧洲的销量下降了三分之一以上。</p><p>理想汽车跌3.52%，7月交付量30731辆，同比下降40%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c65cc45b5fa0ec97c185fecd3c3f1525\" title=\"\" tg-width=\"450\" tg-height=\"130\"/></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>美国7月非农数据低于预期，7月失业率4.2%，期指下挫美元“跳水”</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美国7月非农数据低于预期，7月失业率4.2%，期指下挫美元“跳水”\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-08-01 20:30</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美国7月非农就业人数增加7.3万人，为去年10月以来最小增幅，预期增加11万人。前值由增加14.7万人修正为增加1.4万人。</p><p>5月份非农新增就业人数从14.4万人修正至1.9万人；6月份非农新增就业人数从14.7万人修正至1.4万人。修正后，5月和6月新增就业人数合计较修正前低25.8万人。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e779974d6b38819f857ce9115be1455f\" title=\"\" tg-width=\"1089\" tg-height=\"656\"/></p><p>美国7月失业率为4.2%，符合预期，失业人数为720万。自2024年5月以来，失业率一直保持在4.0%至4.2%的窄幅区间。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3982a858aafd885a535f1f8097f53451\" title=\"\" tg-width=\"1086\" tg-height=\"656\"/></p><p>美国7月平均时薪年率录得3.9%，为3月以来新高，市场预期为3.8%。</p><p>期货市场暗示，<strong>交易员认为美联储在9月会议上降息25个基点的可能性为75%，而就业报告公布前为45%。</strong></p><h3 id=\"id_2439265592\">美股期指下挫，美元指数跳水，金价拉升</h3><p>非农及失业率数据公布后，美股期货短线小幅走低，纳斯达克100指数期货跌1.19%。美元指数直线跳水，现货黄金快速拉升。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da4809b4f99b552030c75bad9ca4aea2\" title=\"\" tg-width=\"1381\" tg-height=\"454\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/45b27a199323b042061e911beb7cd1a4\" title=\"\" tg-width=\"1381\" tg-height=\"572\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/564ffece1492655ab50db745ae45feca\" title=\"\" tg-width=\"1381\" tg-height=\"477\"/></p><h3 id=\"id_2053681001\">个股盘前行情</h3><p><a href=\"https://laohu8.com/S/AAPL\">苹果</a> 涨1.65%。苹果第三财季营收940.4亿美元，同比增长9.6%，高于市场预期的893亿美元，是自2021年12月以来最大的季度收入增幅。其中iPhone的销售额达到445.8亿美元，高于市场预估。苹果大中华区销售额达153.7亿美元，同比增长4.4%，高于预估，扭转了此前销量下滑的局面。公司第三财季净利润234.3亿美元，同比增长9%，第三财季每股收益1.57美元，上年同期1.40美元，预估1.43美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ed1ff71e465419a428b69dab65fd5ad9\" title=\"\" tg-width=\"450\" tg-height=\"131\"/></p><p><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>大跌超7%！二季度AWS增长速度落后于微软、谷歌；AWS的利润率为32.9%，创自2023年第四季度以来的最低水平。三季度营业利润指引偏弱。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/80c20946e097e9ba879182892b67e9e0\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p><a href=\"https://laohu8.com/S/FIG\">Figma</a> 续涨约20%，昨日上市首日暴涨250%。成立于2012年的Figma主要从事应用程序和网站设计软件的开发。“AI+设计”成为Figma最具吸引力标签。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a90fab980093921f9e271e565e16c69c\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p><a href=\"https://laohu8.com/S/RDDT\">Reddit</a>大涨近16%。二季度业绩全面超出市场预期，营收暴涨78%至5亿美金。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f112ecde2385eb02d9b2f0aa3aab5611\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p><a href=\"https://laohu8.com/S/FSLR\">第一太阳能</a>涨超4%，第二季业绩超预期，管理层在光伏行业困境中看到希望。</p><p>诺和诺德涨超2%，礼来涨超1%。消息称美国拟扩大对减肥药的医保覆盖范围。</p><p><a href=\"https://laohu8.com/S/COIN\">Coinbase</a>大跌超10%.二季度营收低于分析师预期，交易疲软成主要拖累。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d8106a40475a3a9be4c5974d302318c1\" title=\"\" tg-width=\"450\" tg-height=\"129\"/></p><p><a href=\"https://laohu8.com/S/ROKU\">Roku</a>跌超5%，二季度营收超预期，平台增长加速。</p><p><a href=\"https://laohu8.com/S/RIOT\">Riot Platforms</a>跌超8%，第二季度收入低于预期。</p><p>特斯拉跌0.9%。在法国和丹麦的销量连续第七个月下滑，今年前六个月在欧洲的销量下降了三分之一以上。</p><p>理想汽车跌3.52%，7月交付量30731辆，同比下降40%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c65cc45b5fa0ec97c185fecd3c3f1525\" title=\"\" tg-width=\"450\" tg-height=\"130\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1179427592","content_text":"美国7月非农就业人数增加7.3万人，为去年10月以来最小增幅，预期增加11万人。前值由增加14.7万人修正为增加1.4万人。5月份非农新增就业人数从14.4万人修正至1.9万人；6月份非农新增就业人数从14.7万人修正至1.4万人。修正后，5月和6月新增就业人数合计较修正前低25.8万人。美国7月失业率为4.2%，符合预期，失业人数为720万。自2024年5月以来，失业率一直保持在4.0%至4.2%的窄幅区间。美国7月平均时薪年率录得3.9%，为3月以来新高，市场预期为3.8%。期货市场暗示，交易员认为美联储在9月会议上降息25个基点的可能性为75%，而就业报告公布前为45%。美股期指下挫，美元指数跳水，金价拉升非农及失业率数据公布后，美股期货短线小幅走低，纳斯达克100指数期货跌1.19%。美元指数直线跳水，现货黄金快速拉升。个股盘前行情苹果 涨1.65%。苹果第三财季营收940.4亿美元，同比增长9.6%，高于市场预期的893亿美元，是自2021年12月以来最大的季度收入增幅。其中iPhone的销售额达到445.8亿美元，高于市场预估。苹果大中华区销售额达153.7亿美元，同比增长4.4%，高于预估，扭转了此前销量下滑的局面。公司第三财季净利润234.3亿美元，同比增长9%，第三财季每股收益1.57美元，上年同期1.40美元，预估1.43美元。亚马逊大跌超7%！二季度AWS增长速度落后于微软、谷歌；AWS的利润率为32.9%，创自2023年第四季度以来的最低水平。三季度营业利润指引偏弱。Figma 续涨约20%，昨日上市首日暴涨250%。成立于2012年的Figma主要从事应用程序和网站设计软件的开发。“AI+设计”成为Figma最具吸引力标签。Reddit大涨近16%。二季度业绩全面超出市场预期，营收暴涨78%至5亿美金。第一太阳能涨超4%，第二季业绩超预期，管理层在光伏行业困境中看到希望。诺和诺德涨超2%，礼来涨超1%。消息称美国拟扩大对减肥药的医保覆盖范围。Coinbase大跌超10%.二季度营收低于分析师预期，交易疲软成主要拖累。Roku跌超5%，二季度营收超预期，平台增长加速。Riot Platforms跌超8%，第二季度收入低于预期。特斯拉跌0.9%。在法国和丹麦的销量连续第七个月下滑，今年前六个月在欧洲的销量下降了三分之一以上。理想汽车跌3.52%，7月交付量30731辆，同比下降40%。","news_type":1,"symbols_score_info":{"ESmain":1,"NQmain":1,"YMmain":1}},"isVote":1,"tweetType":1,"viewCount":528,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":480010097615560,"gmtCreate":1758214247494,"gmtModify":1758214250366,"author":{"id":"4197425437461482","authorId":"4197425437461482","name":"传奇硬核韭菜","avatar":"https://static.tigerbbs.com/ab73756764dd772809478f87cd0dce33","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4197425437461482","authorIdStr":"4197425437461482"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3442105930969680\">@小虾尾</a>:没经历过2000年和08年吧//<a href=\"https://laohu8.com/U/3442105930969680\">@小虾尾</a>:着个蛋陆，经济就没有着陆这一说","listText":"Replying to <a href=\"https://laohu8.com/U/3442105930969680\">@小虾尾</a>:没经历过2000年和08年吧//<a href=\"https://laohu8.com/U/3442105930969680\">@小虾尾</a>:着个蛋陆，经济就没有着陆这一说","text":"Replying to @小虾尾:没经历过2000年和08年吧//@小虾尾:着个蛋陆，经济就没有着陆这一说","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/480010097615560","isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":421856322364088,"gmtCreate":1744028453866,"gmtModify":1744031567556,"author":{"id":"4197425437461482","authorId":"4197425437461482","name":"传奇硬核韭菜","avatar":"https://static.tigerbbs.com/ab73756764dd772809478f87cd0dce33","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4197425437461482","authorIdStr":"4197425437461482"},"themes":[],"htmlText":"降息通胀怎么办，要是真降了证明股市没救到不降不行了，美国更完蛋，通胀压不住股市救不起","listText":"降息通胀怎么办，要是真降了证明股市没救到不降不行了，美国更完蛋，通胀压不住股市救不起","text":"降息通胀怎么办，要是真降了证明股市没救到不降不行了，美国更完蛋，通胀压不住股市救不起","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/421856322364088","repostId":"1191864398","repostType":2,"isVote":1,"tweetType":1,"viewCount":409,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":419320379412896,"gmtCreate":1743414563764,"gmtModify":1743414985638,"author":{"id":"4197425437461482","authorId":"4197425437461482","name":"传奇硬核韭菜","avatar":"https://static.tigerbbs.com/ab73756764dd772809478f87cd0dce33","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4197425437461482","authorIdStr":"4197425437461482"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$&nbsp;</a> 3月26的分红几号到账？","listText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$&nbsp;</a> 3月26的分红几号到账？","text":"$纳指三倍做空ETF(SQQQ)$ 3月26的分红几号到账？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/419320379412896","isVote":1,"tweetType":1,"viewCount":945,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":390412679602400,"gmtCreate":1736334132742,"gmtModify":1736341105459,"author":{"id":"4197425437461482","authorId":"4197425437461482","name":"传奇硬核韭菜","avatar":"https://static.tigerbbs.com/ab73756764dd772809478f87cd0dce33","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4197425437461482","authorIdStr":"4197425437461482"},"themes":[],"htmlText":"车企研发能力这么强？车规级芯片壁垒这么低么","listText":"车企研发能力这么强？车规级芯片壁垒这么低么","text":"车企研发能力这么强？车规级芯片壁垒这么低么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390412679602400","repostId":"2501371775","repostType":2,"repost":{"id":"2501371775","kind":"news","pubTimestamp":1736325463,"share":"https://www.laohu8.com/m/news/2501371775?lang=&edition=full","pubTime":"2025-01-08 16:37","market":"hk","language":"zh","title":"蔚来和小鹏联手出逃，英伟达Thor江湖地位不稳？","url":"https://stock-news.laohu8.com/highlight/detail?id=2501371775","media":"天极车讯","summary":"蔚来和小鹏都是早期英伟达自动驾驶芯片最忠实的合伙伙伴。最重要的是，采用自研芯片的成本要远远低于采购英伟达Thor。除了华为以外，蔚来和小鹏也是目前中国唯二实现自研智驾芯片的新势力车企，而这无疑是他们能够不再依赖英伟达通用芯片的底气。","content":"<html><body><article><p>每年一度的全球最大消费电子展CES 2025正在如火如荼地进行当中。</p><p>而正式将本届CES拉向绝对高潮时刻的，无疑是昨日“皮衣教主”黄仁勋闪亮登场。不仅带来了新款GeForce RTX GPU—50系列，相比上代带来超强性能提升，令全球玩家们为之惊叹。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250108164229458v206bkzf2srxwl9\"/><p>同样，在炙手可热的自动驾驶领域，黄仁勋现场发布第四代Thor智驾计算平台，宣告着该平台在屡经跳票后，终于会在今年大规模量产上车，开创下一个高算力新纪元。</p><p>NVIDIA DRIVE AGX Thor智驾计算平台，将全面占领接下来至少两到三年内的高端智驾核心硬件“大脑”，这一点从黄仁勋公布的PPT合作伙伴名单也能看出，中国车企包括<a href=\"https://laohu8.com/S/002594\">比亚迪</a>、理想、小米、<a href=\"https://laohu8.com/S/ZK\">极氪</a>等，海外车企有<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>、奔驰、丰田、沃尔沃等等。</p><p>其中，大家最熟悉的极氪汽车宣布推出全球首家OEM量产自研的<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>Thor智驾域控制器平台。该平台由极氪团队自主研发设计，能同时处理14个8百万30帧摄像头数据输入，极大提升视觉感知数据的支持能力，具备超高算力、低功耗设计、丰富的通信及传感器接口。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250108164230394v206mh75wqn90v0\"/><p>在本届CES电子展上，极氪也毫不吝啬地对外展出了该Thor-U域控制器。</p><p>据透露，极氪首发的Thor-U智驾域控，是整个Thor芯片系列的中配版本，算力在500～750Tops范围内，与目前市面主流搭载的双Orin-X在纸面算力上并不能拉开差距，而Thor高配版1000Tops，很可能还会继续延迟量产。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250108164231294v2064e9bb8pbw7z\"/><p>另外，有业内人士透露，关于今年Thor芯片的大规模量产时间节点，目前保持在5～6月，所以从下半年开始，大家有可能看到很多搭载Thor智驾芯片的新车型上市。</p><p>不过，对比过去DRIVE Orin平台的一统江湖局面，这次第四代Thor智驾计算平台虽然算力性能提升巨大，但是有一些车企却没有出现在合作名单当中，他们就是<a href=\"https://laohu8.com/S/NIO\">蔚来</a>和小鹏。</p><p><a href=\"https://laohu8.com/S/NIO.SI\">蔚来</a>和小鹏都是早期英伟达自动驾驶芯片最忠实的合伙伙伴。蔚来NT2.0车型仍是现在业界唯一全系标配4*Orin-X芯片平台的产品，纸面总算力高达1016Tops，李斌曾在23年表示，蔚来一年需要花费3亿美元采购Orin，占据英伟达当年总出货量的46%，几乎是半壁江山；</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250108164233575v206ruwr2l7mvyb\"/><p>小鹏更是如此。2019年11月，小鹏P7开启预售，是全球第一款正式量产英伟达Xavier芯片的电动汽车，Xavier芯片算力大约30Tops，是老黄Orin尚未发布之前的开山之作，而小鹏则是国内最早拥抱英伟达的电动车企。后来，小鹏还基于Xavier相继研发出高速NGP、记忆泊车、纯规则高精地图城市NGP，既被业界称之为“算法奇迹”，也为后来Orin的普及立下不世之功。</p><p>然而，一如当年特斯拉，伴随自家算法工程团队的成熟深入，蔚来和小鹏也相继迈上了“自研芯片”路线。</p><p>2024年7月27日，李斌宣布，蔚来自研全球首颗5nm智驾芯片“神玑NX9031”流片成功，该芯片采用32核心CPU架构和全链路超感增强自研图像信号处理器ISP，内置LPDDR5x 8533Mbps速率内存，搭配自研推理加速单元NPU，无论是芯片还是底层软件均已实现自主设计。李斌表示，其一颗自研芯片能实现四颗业界旗舰芯片（Orin）的性能。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250108164241350v206j5srtwm43w6\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20250108164248825v2065at7abyhkyx\"/><p>随后，在12月23日，蔚来行政旗舰轿车—ET9正式发布，该车首发搭载两颗自研神玑NX9031智驾芯片，综合算力超过2000Tops，并且会在2025年3月开启交付。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250108164302541v2062o9kmpat1ec\"/><p>由此可见，在Thor高配版屡次延期无法上市的情况下，蔚来自研神玑NX9031已经完成后来居上，今年3月便可以开启交付，并且两颗综合算力超过2000Tops，性能甚至超越Thor。</p><p>最重要的是，采用自研芯片的成本要远远低于采购英伟达Thor。</p><p>类似的情况也发生在小鹏身上。蔚来神玑发布后的一个月，小鹏宣布首颗自研AI芯片“图灵”流片成功，该芯片搭载40核处理器、2个自研ISP和2个自研NPU单元，与英伟达相比，小鹏图灵芯片性能相当于三颗Orin X，综合算力或超过750Tops。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250108164303944v206xpukffh7h39\"/><p>何小鹏还表示，小鹏自研图灵芯片还会被应用于AI<a href=\"https://laohu8.com/S/300024\">机器人</a>、AI汽车和飞行汽车等多个领域，既可驱动智驾大模型，也可驱动座舱大模型等等。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250108164312857v206foew4744r7v\"/><p>外界预测，小鹏今年下半年发布的新车将全面首发搭载自研图灵芯片，并且单车最多可搭载三颗。</p><p>除了华为以外，蔚来和小鹏也是目前中国唯二实现自研智驾芯片的新势力车企，而这无疑是他们能够不再依赖英伟达通用芯片的底气。</p><p>当然，采购成本、Thor芯片量产屡次跳票、以及自研芯片拥有更好的自研算法匹配和更强的性能释放等多方面因素，也是蔚来和小鹏快速切换自研芯片的主要推力。</p><p>随着越来越多的头部车企开始投入到自研芯片阵容，也意味着英伟达Thor芯片想要继续维持当初一统江湖的垄断局面，将变得难上加难。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20250108164313280v206itwul1wfc23\"/></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>蔚来和小鹏联手出逃，英伟达Thor江湖地位不稳？</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蔚来和小鹏联手出逃，英伟达Thor江湖地位不稳？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-08 16:37 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250108164326a219ec3b&s=b><strong>天极车讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>每年一度的全球最大消费电子展CES 2025正在如火如荼地进行当中。而正式将本届CES拉向绝对高潮时刻的，无疑是昨日“皮衣教主”黄仁勋闪亮登场。不仅带来了新款GeForce RTX GPU—50系列，相比上代带来超强性能提升，令全球玩家们为之惊叹。同样，在炙手可热的自动驾驶领域，黄仁勋现场发布第四代Thor智驾计算平台，宣告着该平台在屡经跳票后，终于会在今年大规模量产上车，开创下一个高算力新纪元。...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250108164326a219ec3b&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK1539":"汽车股","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","NIO":"蔚来","09866":"蔚来-SW","BK1588":"回港中概股","09868":"小鹏汽车-W","BK1119":"汽车制造商","BK1587":"次新股","XPEV":"小鹏汽车","BK1610":"ETF&股票定投概念","BK1575":"同股不同权","NVDA":"英伟达"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250108164326a219ec3b&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2501371775","content_text":"每年一度的全球最大消费电子展CES 2025正在如火如荼地进行当中。而正式将本届CES拉向绝对高潮时刻的，无疑是昨日“皮衣教主”黄仁勋闪亮登场。不仅带来了新款GeForce RTX GPU—50系列，相比上代带来超强性能提升，令全球玩家们为之惊叹。同样，在炙手可热的自动驾驶领域，黄仁勋现场发布第四代Thor智驾计算平台，宣告着该平台在屡经跳票后，终于会在今年大规模量产上车，开创下一个高算力新纪元。NVIDIA DRIVE AGX Thor智驾计算平台，将全面占领接下来至少两到三年内的高端智驾核心硬件“大脑”，这一点从黄仁勋公布的PPT合作伙伴名单也能看出，中国车企包括比亚迪、理想、小米、极氪等，海外车企有特斯拉、奔驰、丰田、沃尔沃等等。其中，大家最熟悉的极氪汽车宣布推出全球首家OEM量产自研的英伟达Thor智驾域控制器平台。该平台由极氪团队自主研发设计，能同时处理14个8百万30帧摄像头数据输入，极大提升视觉感知数据的支持能力，具备超高算力、低功耗设计、丰富的通信及传感器接口。在本届CES电子展上，极氪也毫不吝啬地对外展出了该Thor-U域控制器。据透露，极氪首发的Thor-U智驾域控，是整个Thor芯片系列的中配版本，算力在500～750Tops范围内，与目前市面主流搭载的双Orin-X在纸面算力上并不能拉开差距，而Thor高配版1000Tops，很可能还会继续延迟量产。另外，有业内人士透露，关于今年Thor芯片的大规模量产时间节点，目前保持在5～6月，所以从下半年开始，大家有可能看到很多搭载Thor智驾芯片的新车型上市。不过，对比过去DRIVE Orin平台的一统江湖局面，这次第四代Thor智驾计算平台虽然算力性能提升巨大，但是有一些车企却没有出现在合作名单当中，他们就是蔚来和小鹏。蔚来和小鹏都是早期英伟达自动驾驶芯片最忠实的合伙伙伴。蔚来NT2.0车型仍是现在业界唯一全系标配4*Orin-X芯片平台的产品，纸面总算力高达1016Tops，李斌曾在23年表示，蔚来一年需要花费3亿美元采购Orin，占据英伟达当年总出货量的46%，几乎是半壁江山；小鹏更是如此。2019年11月，小鹏P7开启预售，是全球第一款正式量产英伟达Xavier芯片的电动汽车，Xavier芯片算力大约30Tops，是老黄Orin尚未发布之前的开山之作，而小鹏则是国内最早拥抱英伟达的电动车企。后来，小鹏还基于Xavier相继研发出高速NGP、记忆泊车、纯规则高精地图城市NGP，既被业界称之为“算法奇迹”，也为后来Orin的普及立下不世之功。然而，一如当年特斯拉，伴随自家算法工程团队的成熟深入，蔚来和小鹏也相继迈上了“自研芯片”路线。2024年7月27日，李斌宣布，蔚来自研全球首颗5nm智驾芯片“神玑NX9031”流片成功，该芯片采用32核心CPU架构和全链路超感增强自研图像信号处理器ISP，内置LPDDR5x 8533Mbps速率内存，搭配自研推理加速单元NPU，无论是芯片还是底层软件均已实现自主设计。李斌表示，其一颗自研芯片能实现四颗业界旗舰芯片（Orin）的性能。随后，在12月23日，蔚来行政旗舰轿车—ET9正式发布，该车首发搭载两颗自研神玑NX9031智驾芯片，综合算力超过2000Tops，并且会在2025年3月开启交付。由此可见，在Thor高配版屡次延期无法上市的情况下，蔚来自研神玑NX9031已经完成后来居上，今年3月便可以开启交付，并且两颗综合算力超过2000Tops，性能甚至超越Thor。最重要的是，采用自研芯片的成本要远远低于采购英伟达Thor。类似的情况也发生在小鹏身上。蔚来神玑发布后的一个月，小鹏宣布首颗自研AI芯片“图灵”流片成功，该芯片搭载40核处理器、2个自研ISP和2个自研NPU单元，与英伟达相比，小鹏图灵芯片性能相当于三颗Orin X，综合算力或超过750Tops。何小鹏还表示，小鹏自研图灵芯片还会被应用于AI机器人、AI汽车和飞行汽车等多个领域，既可驱动智驾大模型，也可驱动座舱大模型等等。外界预测，小鹏今年下半年发布的新车将全面首发搭载自研图灵芯片，并且单车最多可搭载三颗。除了华为以外，蔚来和小鹏也是目前中国唯二实现自研智驾芯片的新势力车企，而这无疑是他们能够不再依赖英伟达通用芯片的底气。当然，采购成本、Thor芯片量产屡次跳票、以及自研芯片拥有更好的自研算法匹配和更强的性能释放等多方面因素，也是蔚来和小鹏快速切换自研芯片的主要推力。随着越来越多的头部车企开始投入到自研芯片阵容，也意味着英伟达Thor芯片想要继续维持当初一统江湖的垄断局面，将变得难上加难。","news_type":1,"symbols_score_info":{"09866":1,"09868":1,"NIO":0.9,"NVDA":0.9,"XPEV":0.9}},"isVote":1,"tweetType":1,"viewCount":1541,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392117129781488,"gmtCreate":1736759258518,"gmtModify":1736759579838,"author":{"id":"4197425437461482","authorId":"4197425437461482","name":"传奇硬核韭菜","avatar":"https://static.tigerbbs.com/ab73756764dd772809478f87cd0dce33","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4197425437461482","authorIdStr":"4197425437461482"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$ </a>&nbsp;","text":"$纳指三倍做空ETF(SQQQ)$","images":[{"img":"https://static.tigerbbs.com/2c11d3599cbcc1b41281fcd83adc4b50","width":"2014","height":"1766"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392117129781488","isVote":1,"tweetType":1,"viewCount":1192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":390353465557280,"gmtCreate":1736346154617,"gmtModify":1736347072253,"author":{"id":"4197425437461482","authorId":"4197425437461482","name":"传奇硬核韭菜","avatar":"https://static.tigerbbs.com/ab73756764dd772809478f87cd0dce33","crmLevel":6,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4197425437461482","authorIdStr":"4197425437461482"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$ </a>&nbsp;","listText":"<a href=\"https://laohu8.com/S/SQQQ\">$纳指三倍做空ETF(SQQQ)$ </a>&nbsp;","text":"$纳指三倍做空ETF(SQQQ)$","images":[{"img":"https://static.tigerbbs.com/e899fc133dcc48e33c09d4babadfbeef","width":"2014","height":"1766"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/390353465557280","isVote":1,"tweetType":1,"viewCount":895,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}