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Sacred Rabbit
透过事情看本质
IP属地:江苏
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Sacred Rabbit
09-30
[强]
5000 吨的星舰入轨,人类最大的火箭开始送快递了
Sacred Rabbit
09-10
是不是相当于 国家赚钱 国民分红的 一个重要里程碑,所有国家都效仿的时候 未来会是啥样
特朗普拟给美国成年人每人发5000美元,美媒算账:总额高达1.2万亿美元,关税收入远远不够
Sacred Rabbit
05-19
$Figma(FIG)$
有没有长期持有的
Sacred Rabbit
05-15
$Figma(FIG)$
坚决不能卖60
Sacred Rabbit
05-08
$Figma(FIG)$
别的股都涨上天了,FI G今年就指望你了[捂脸]
Sacred Rabbit
05-07
$Figma(FIG)$
FIG哦吆喝,不到60坚决不平仓
Sacred Rabbit
05-02
$Figma(FIG)$
中间两次赚钱没走,跌到16块多,今天又回本了[捂脸] ,坚决不走不到60不离场,就当这笔钱没了........FIG......加油!
Sacred Rabbit
04-30
一发文 还不赶紧 跑
[捂脸]
英特尔盘后上涨4%,受特朗普发文支持提振
Sacred Rabbit
04-27
$Figma(FIG)$
上涨开始
Sacred Rabbit
04-20
$甲骨文(ORCL)$
应该会回调的吧![捂脸]
Sacred Rabbit
04-14
$Figma(FIG)$
回本了[捂脸]
Sacred Rabbit
04-14
$2倍做多MSFT ETF-Direxion(MSFU)$
跑不跑
Sacred Rabbit
04-14
$甲骨文(ORCL)$
T不T
Sacred Rabbit
04-11
$Figma(FIG)$
应该没有上市就退市的股吧[捂脸]
Sacred Rabbit
04-10
$特斯拉(TSLA)$
莫非5年后能否上2500,上1000就管[捂脸]
Sacred Rabbit
04-10
$微软(MSFT)$
还是微软安全,就是不赚钱哈哈
Sacred Rabbit
04-10
$甲骨文(ORCL)$
双倍做多亏损离场,不甘心,买了正骨拿着,不知道会不会跌到128-100
Sacred Rabbit
04-10
$Figma(FIG)$
我的价格是不是很低,照样不影响亏损
Sacred Rabbit
03-25
这些人 都不信邪
[笑哭]
高盛:国际投资者对中国股市兴趣升至近年高位 维持A股与港股高配建议
Sacred Rabbit
03-12
就算想跳槽的
字节Seed挖来千问大将
去老虎APP查看更多动态
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Rabbit","avatar":"https://static.tigerbbs.com/6e6e891e0a63d4e7abc00fbdcb296003","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4199543189920392","authorIdStr":"4199543189920392"},"themes":[],"title":"","htmlText":"<a href=\"\">[强] </a>","listText":"<a href=\"\">[强] </a>","text":"[强] ","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/613096258225456","repostId":"2671295343","repostType":2,"repost":{"id":"2671295343","kind":"news","pubTimestamp":1790648832,"share":"https://www.laohunote.com/m/news/2671295343?lang=zh_CN&edition=full","pubTime":"2026-09-29 10:27","market":"us","language":"zh","title":"5000 吨的星舰入轨,人类最大的火箭开始送快递了","url":"https://stock-news.laohu8.com/highlight/detail?id=2671295343","media":"爱范儿","summary":"起飞约 25 分钟后,星舰上面级 Ship 41 从亚轨道再次点燃猛禽发动机,经过 19 秒的入轨点火,正式进入高度约 275 公里的近地轨道,并释放 26 颗星链 V3 卫星。随后,SpaceX 确认全部卫星通信正常。而 V3 构型的星舰近地轨道载荷上限实际上在 100 吨级别。按照 SpaceX 的设计,AI1 展开后翼展达 75 米、高 30 米,单颗搭载最高 250 kW、平均 175 kW 的计算负载。","content":"<html><body><p>2008 年 9 月 28 日,一枚小小的 Falcon 1 火箭从<a href=\"https://laohu8.com/S/601099\">太平洋</a>中央的夸贾林环礁升空。</p><p>在那之前,<a href=\"https://laohu8.com/S/SPCX\">SpaceX</a> 的前三枚火箭都没能完成任务,公司已经逼近资金耗尽的边缘;但那一次,第四枚火箭终于穿过大气层,把第二级送入预定轨道。SpaceX 的传奇故事由此开端。</p><p>18 年后的同一天,北京时间 2026 年 9 月 28 日 20 时 49 分,另一枚 SpaceX 火箭从得克萨斯州星港腾空而起——</p><p><img decoding=\"async\" loading=\"lazy\" src=\"https://x0.ifengimg.com/res/2026/446B8BF73010D1F31C882AAF178C9BEC1AB0F278_size1683_w1497_h842.png\"/></p><p>18 年过去,21 米高的 Falcon 1 变成了高达 124 米的星舰,起飞重量从 27 吨上升到约 5000 吨,一级发动机也从一台默林 1C 变为密密排成三圈的 33 台猛禽 V3。这是星舰第 14 次试飞,也是第一次以进入轨道为目标的星舰发射任务。</p><p><img decoding=\"async\" loading=\"lazy\" src=\"https://x0.ifengimg.com/res/2026/5450F61866891FACA108BB0677CE2F444C8E432B_size1052_w1920_h1080.png\"/></p><p>起飞约 25 分钟后,星舰上面级 Ship 41 从亚轨道再次点燃猛禽发动机,经过 19 秒的入轨点火,正式进入高度约 275 公里的近地轨道,并释放 26 颗星链 V3 卫星。</p><p><strong>星舰终于在真正意义上,成为了可执行商业运输服务的运载火箭。</strong></p><p><img decoding=\"async\" loading=\"lazy\" src=\"https://x0.ifengimg.com/res/2026/B2B01D4008ADDD3C416E9FFC3A7E4B7902A1275C_size277_w749_h662.png\"/></p><p>如果说 2008 年 SpaceX 想要证明的是“私营企业也有能力进入轨道”,那这一次,他们要证明的是:</p><p>人类有能力用一枚巨大、廉价、可重复使用的火箭,把大规模进入轨道从一次壮举变为日常运输服务。</p><p>第 14 次飞行,星舰跨过关键门槛</p><p>如果不是航空航天爱好者,大概率是分不清最近几年 SpaceX 到底发射了多少次的。</p><p>猎鹰 9 号正在以极其夸张的频率“下饺子”:卫星接连被送上太空,然后一级火箭稳稳落到回收船甲板上,这样的场景甚至 24 小时内就能重复一次。</p><p><img decoding=\"async\" loading=\"lazy\" src=\"https://x0.ifengimg.com/res/2026/56ABFA3C7F7E23B4E4CDD23B4E36D1860B3362BE_size2376_w1919_h1079.png\"/></p><p>图|Quartz</p><p>与此同时,星舰本身也在高速迭代。第 7 次、第 8 次、第 9 次……一枚又一枚银色巨箭从星港升起,有时不幸解体,有时成功溅落,中间还穿插着震撼的“筷子夹火箭”回收壮举。</p><p><img decoding=\"async\" loading=\"lazy\" src=\"https://x0.ifengimg.com/res/2026/9FA8CDA68935B49A7C277561064B814FE204FE8D_size677_w1078_h606.png\"/></p><p>而具体到新一代的 V3 版本构型星舰,一开始是在今年 5 月的第 12 次试验中实现首飞;63 天后,SpaceX 执行第 13 次试飞;再过 66 天,就是我们昨晚看到的第 14 次试飞。</p><p>很显然,星舰已经进入了马斯克和 SpaceX 最熟悉的工业迭代节奏:多枚火箭并行生产,快速发射,快速试错改进。</p><p>终于,第 14 次试飞走出了关键一步。</p><p><img decoding=\"async\" loading=\"lazy\" src=\"https://x0.ifengimg.com/res/2026/C194D252D21B26050CBAABC768F6ABEAF0121EDD_size1127_w1512_h851.png\"/></p><p>在前面的 13 次试验中,星舰已经多次进入太空高度,甚至在 7 月的测试中成功释放了模拟载荷,但本质上它们都是“亚轨道任务”——</p><p>SpaceX 有意将飞船轨道最低点留在大气层之内,确保在飞行完全失控的情况下,飞船也会被重力拽回地球,溅落在预定海域,以免形成太空安全威胁。</p><p>但第 14 次试飞打破了这一限制。</p><p>出于安全起见,SpaceX 给上面级飞船 Ship 41 安排了一个“两步走”方案:飞船首先进入更安全的亚轨道高度飞行,直到团队确认发动机、电源和离轨系统运转正常,有足够的安全冗余之后,才进行最后一次点火,让飞船抬升至真正的近地轨道。</p><p><img decoding=\"async\" loading=\"lazy\" src=\"https://x0.ifengimg.com/res/2026/DF63BBE414E8480891D857E917C7327EE09D560E_size441_w1736_h906.png\"/></p><p>而最后这一步,在昨晚的发射中经历了一次惊魂反转。</p><p>在飞船与一级助推器分离继续上升的过程中,一台真空版猛禽发动机提前关闭,SpaceX 一度决定暂缓入轨,一些新闻甚至已经提前报道入轨失败;但在经过工程团队评估后,任务控制中心重新给出了入轨许可:</p><p><strong>Go for orbit.</strong></p><p>于是,飞船最终并入近地轨道,开始以约一分钟一颗的速度释放 26 颗星链 V3 卫星。随后,SpaceX 确认全部卫星通信正常。</p><p><img decoding=\"async\" loading=\"lazy\" src=\"https://x0.ifengimg.com/res/2026/DE3EEDA54AF824CD1F27AD69BBE266DD2CD839FA_size4102_w800_h438.gif\"/></p><p>这是星舰首次将商业载荷送上太空,恰好也是新一代星链卫星的商业首秀。而进入轨道,也意味着后续的大规模星链部署、在轨燃料加注、深空运输等任务都可以加入排期。</p><p><strong>星舰终于跨过关键门槛,即将进入常态化商业运行时代。</strong></p><p>按照原计划,星舰飞船将会绕地球 6 圈,全程将近 10 个小时。从第 3 圈开始飞船会掠过中国上空,日出前后我们在南方有机会亲眼目睹星舰飞船,甚或是壮观的火箭云。</p><p><img decoding=\"async\" loading=\"lazy\" src=\"https://x0.ifengimg.com/res/2026/1E32887E9393FB18673E34B92D0A66294A010017_size2354_w800_h429.gif\"/></p><p>图|原计划飞船将途经中国上空</p><p>但经历了此前的发动机异常,SpaceX 最终宣布提前进行离轨点火,飞船只绕地球飞行两圈,就在北太平洋受控溅落,我们也无缘得见 Ship 41 的真容。</p><p>1 次发射,带来 10 倍通信能力</p><p>值得注意的是,星舰的第一个商业客户,正是 SpaceX 自己。</p><p>随第 14 次试飞升空的 26 颗星链 V3 卫星,是 SpaceX 下一代卫星互联网的<a href=\"https://laohu8.com/S/002779\">中坚</a>。根据设计指标,每颗星链 V3 可以增加约 1 Tbps 的下行容量和 160 Gbps 的上行容量,相比目前的主力卫星 V2 Mini 分别提升约 10 倍和 22 倍。</p><p><img decoding=\"async\" loading=\"lazy\" src=\"https://x0.ifengimg.com/res/2026/616FC9D527296127C6787E44A9D7692286C34F1C_size284_w1200_h699.png\"/></p><p>当然,因为 V3 体积更大,就单次发射的卫星数量而言,星舰并没有明显优势——猎鹰 9 号每次发射也能携带二十多颗 V2 Mini。</p><p>但考虑到它们在体量上的巨大差距,如今单次发射增加的网络容量也能明显提高。</p><p>SpaceX 预计,随着星舰的进一步加强,未来一艘满载的星舰可以携带 60 颗 V3 卫星,届时每次发射都将增加约 60 Tbps 的星链下行容量,是今天发射一次猎鹰 9 号所增加容量的 20 倍。</p><p><img decoding=\"async\" loading=\"lazy\" src=\"https://x0.ifengimg.com/res/2026/92FB9F1D1A29067D8B4B543584CC7A22AB20CFCB_size808_w1200_h675.png\"/></p><p>马斯克曾表示,希望最终将星链<a href=\"https://laohu8.com/S/STZ\">星座</a>扩展为 10 万颗 V3 卫星,也就是相当于今天星链网络规模的一百倍。要想实现这一点,星舰的大规模部署能力必不可少。</p><p>当然,如果星舰投入使用只是让通信卫星等比放大,那整个故事充其量就是实现更快的星链网络,值得说的地方并不太多。整流罩内空间变大,更长远的意义其实在于让卫星有更多设计可能性——</p><p>我们完全可以设想,未来的卫星拥有更大的相控阵天线、更高的功率、更强的星间激光通信,甚至自带计算能力。而这样的卫星,天然适合时下最热门的赛道:</p><p><strong>AI 计算。</strong></p><p>下一批“卫星”,可能是一座数据中心</p><p>在今年公开的一段文字中,SpaceX 如此定义它的长期目标:</p><p>要让星舰最终做到每小时发射一次,每次把约 200 吨载荷送入轨道。</p><p>前一点更像是画大饼,但后一点已经相当接近了——第 14 次试飞送出了 52 吨载荷,按载荷吨位计算,是历史上第三大的发射。而 V3 构型的星舰近地轨道载荷上限实际上在 100 吨级别。</p><p><img decoding=\"async\" loading=\"lazy\" src=\"https://x0.ifengimg.com/res/2026/4C4C9C77B64586379212C74A8974A3EEEF38D04C_size385_w939_h1200.png\"/></p><p>图|Flight Atlas</p><p>鉴于目前国际空间站的总质量不过 400 多吨,不考虑具体的构型与组装问题的话,星舰发射 5 次,就足以重建出一个全新的空间站。</p><p>当这样的运载能力成为常态,下一步要思考的问题,就是“还有什么东西值得送上太空?”</p><p><strong>马斯克给出的答案是:数据中心。</strong></p><p>就在今年,SpaceX 正式公布了 Starmind 轨道 AI 计算计划,其中包括一种名为“AI1”的轨道计算卫星。</p><p><img decoding=\"async\" loading=\"lazy\" src=\"https://x0.ifengimg.com/res/2026/5CF4208D63FADCD1D2867543959820BFFEFBBF9E_size772_w1753_h733.png\"/></p><p>按照 SpaceX 的设计,AI1 展开后翼展达 75 米、高 30 米,单颗搭载最高 250 kW、平均 175 kW 的计算负载。</p><p>它利用太阳能直接为 AI 芯片供电,绕过目前限制地面算力的电力问题,并通过高速激光链路,将计算结果接入星链网络传回地面。</p><p>马斯克宣称,假设每吨卫星平均能提供约 100 kW 的计算能力,那么通过地铁化的星舰运输,每年发射 100 万吨卫星,理论上就能新增约 100 GW 的轨道 AI 算力,这个数字甚至比目前 SpaceX 的总算力要高出一倍。</p><p><img decoding=\"async\" loading=\"lazy\" src=\"https://x0.ifengimg.com/res/2026/03C150586E98419F44867C2EB66AA8DF169C4B2A_size52_w2560_h1440.png\"/></p><p>图|SpaceX</p><p>这当然是一个非常遥远的假设,马斯克也完全没有给出在轨计算如何克服电离辐射、维修问题、轨道拥堵与热管理问题的方案。</p><p>但它至少说明了,为什么 SpaceX 对星舰的规模要求如此夸张——在这套构想中,星舰是整个商业模式成立的前提。</p><p>18 年前,Falcon 1 首次进入轨道时,很少有人会想到,SpaceX 最终会以可重复使用的火箭,建立起人类历史上最大的卫星互联网。</p><p><img decoding=\"async\" loading=\"lazy\" src=\"https://x0.ifengimg.com/res/2026/E5E7D9668982318D218803C7814A1E38DB4F6473_size5220_w800_h804.gif\"/></p><p>今天,我们同样很难判断星舰最终会将什么送入太空。</p><p>星链卫星和登月飞船可以说是板上钉钉,下一座商业空间站和 AI 计算卫星也不无机会,甚至无心插柳,为未知的下一代技术铺平道路也说不定。</p><p>无论如何,<strong>一种可以足够频繁、足够便宜地将载荷送上轨道的运输工具,终将大幅扩展人类未来的想象空间。</strong></p></body></html>","source":"ifeng_tech","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>5000 吨的星舰入轨,人类最大的火箭开始送快递了</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; 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.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\">\n5000 吨的星舰入轨,人类最大的火箭开始送快递了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-09-29 10:27 北京时间 <a href=https://tech.ifeng.com/c/8woHqPBioCQ><strong>爱范儿</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2008 年 9 月 28 日,一枚小小的 Falcon 1 火箭从太平洋中央的夸贾林环礁升空。在那之前,SpaceX 的前三枚火箭都没能完成任务,公司已经逼近资金耗尽的边缘;但那一次,第四枚火箭终于穿过大气层,把第二级送入预定轨道。SpaceX 的传奇故事由此开端。18 年后的同一天,北京时间 2026 年 9 月 28 日 20 时 49 分,另一枚 SpaceX 火箭从得克萨斯州星港腾空而起...</p>\n\n<a href=\"https://tech.ifeng.com/c/8woHqPBioCQ\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"ELOL":"Leverage Shares 100% TSLA and 100% SPCX Daily ETF","SPCF":"2倍做多SpaceX ETF-ProShares","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LOFD":"Direxion Daily SpaceX Bear 2X ETF","SPCG":"2倍做空SpaceX ETF-Tradr","LOFF":"2倍做多SpaceX ETF-Direxion","SPCH":"2倍做多SpaceX ETF-Leverage Shares","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","SPCX":"SPAC and New Issue ETF","LU1861558580.USD":"日兴方舟颠覆性创新基金B","ORBX":"Global X Space Tech ETF","SPAX":"2倍做多SPACEX ETF-T-REX","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","DSPC":"1倍做空SPCX ETF-Leverage Shares","BK4089":"非传统电信运营商","SPCM":"2倍做多SpaceX ETF-Tradr","LU1861215975.USD":"贝莱德新一代科技基金 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次试飞,也是第一次以进入轨道为目标的星舰发射任务。起飞约 25 分钟后,星舰上面级 Ship 41 从亚轨道再次点燃猛禽发动机,经过 19 秒的入轨点火,正式进入高度约 275 公里的近地轨道,并释放 26 颗星链 V3 卫星。星舰终于在真正意义上,成为了可执行商业运输服务的运载火箭。如果说 2008 年 SpaceX 想要证明的是“私营企业也有能力进入轨道”,那这一次,他们要证明的是:人类有能力用一枚巨大、廉价、可重复使用的火箭,把大规模进入轨道从一次壮举变为日常运输服务。第 14 次飞行,星舰跨过关键门槛如果不是航空航天爱好者,大概率是分不清最近几年 SpaceX 到底发射了多少次的。猎鹰 9 号正在以极其夸张的频率“下饺子”:卫星接连被送上太空,然后一级火箭稳稳落到回收船甲板上,这样的场景甚至 24 小时内就能重复一次。图|Quartz与此同时,星舰本身也在高速迭代。第 7 次、第 8 次、第 9 次……一枚又一枚银色巨箭从星港升起,有时不幸解体,有时成功溅落,中间还穿插着震撼的“筷子夹火箭”回收壮举。而具体到新一代的 V3 版本构型星舰,一开始是在今年 5 月的第 12 次试验中实现首飞;63 天后,SpaceX 执行第 13 次试飞;再过 66 天,就是我们昨晚看到的第 14 次试飞。很显然,星舰已经进入了马斯克和 SpaceX 最熟悉的工业迭代节奏:多枚火箭并行生产,快速发射,快速试错改进。终于,第 14 次试飞走出了关键一步。在前面的 13 次试验中,星舰已经多次进入太空高度,甚至在 7 月的测试中成功释放了模拟载荷,但本质上它们都是“亚轨道任务”——SpaceX 有意将飞船轨道最低点留在大气层之内,确保在飞行完全失控的情况下,飞船也会被重力拽回地球,溅落在预定海域,以免形成太空安全威胁。但第 14 次试飞打破了这一限制。出于安全起见,SpaceX 给上面级飞船 Ship 41 安排了一个“两步走”方案:飞船首先进入更安全的亚轨道高度飞行,直到团队确认发动机、电源和离轨系统运转正常,有足够的安全冗余之后,才进行最后一次点火,让飞船抬升至真正的近地轨道。而最后这一步,在昨晚的发射中经历了一次惊魂反转。在飞船与一级助推器分离继续上升的过程中,一台真空版猛禽发动机提前关闭,SpaceX 一度决定暂缓入轨,一些新闻甚至已经提前报道入轨失败;但在经过工程团队评估后,任务控制中心重新给出了入轨许可:Go for orbit.于是,飞船最终并入近地轨道,开始以约一分钟一颗的速度释放 26 颗星链 V3 卫星。随后,SpaceX 确认全部卫星通信正常。这是星舰首次将商业载荷送上太空,恰好也是新一代星链卫星的商业首秀。而进入轨道,也意味着后续的大规模星链部署、在轨燃料加注、深空运输等任务都可以加入排期。星舰终于跨过关键门槛,即将进入常态化商业运行时代。按照原计划,星舰飞船将会绕地球 6 圈,全程将近 10 个小时。从第 3 圈开始飞船会掠过中国上空,日出前后我们在南方有机会亲眼目睹星舰飞船,甚或是壮观的火箭云。图|原计划飞船将途经中国上空但经历了此前的发动机异常,SpaceX 最终宣布提前进行离轨点火,飞船只绕地球飞行两圈,就在北太平洋受控溅落,我们也无缘得见 Ship 41 的真容。1 次发射,带来 10 倍通信能力值得注意的是,星舰的第一个商业客户,正是 SpaceX 自己。随第 14 次试飞升空的 26 颗星链 V3 卫星,是 SpaceX 下一代卫星互联网的中坚。根据设计指标,每颗星链 V3 可以增加约 1 Tbps 的下行容量和 160 Gbps 的上行容量,相比目前的主力卫星 V2 Mini 分别提升约 10 倍和 22 倍。当然,因为 V3 体积更大,就单次发射的卫星数量而言,星舰并没有明显优势——猎鹰 9 号每次发射也能携带二十多颗 V2 Mini。但考虑到它们在体量上的巨大差距,如今单次发射增加的网络容量也能明显提高。SpaceX 预计,随着星舰的进一步加强,未来一艘满载的星舰可以携带 60 颗 V3 卫星,届时每次发射都将增加约 60 Tbps 的星链下行容量,是今天发射一次猎鹰 9 号所增加容量的 20 倍。马斯克曾表示,希望最终将星链星座扩展为 10 万颗 V3 卫星,也就是相当于今天星链网络规模的一百倍。要想实现这一点,星舰的大规模部署能力必不可少。当然,如果星舰投入使用只是让通信卫星等比放大,那整个故事充其量就是实现更快的星链网络,值得说的地方并不太多。整流罩内空间变大,更长远的意义其实在于让卫星有更多设计可能性——我们完全可以设想,未来的卫星拥有更大的相控阵天线、更高的功率、更强的星间激光通信,甚至自带计算能力。而这样的卫星,天然适合时下最热门的赛道:AI 计算。下一批“卫星”,可能是一座数据中心在今年公开的一段文字中,SpaceX 如此定义它的长期目标:要让星舰最终做到每小时发射一次,每次把约 200 吨载荷送入轨道。前一点更像是画大饼,但后一点已经相当接近了——第 14 次试飞送出了 52 吨载荷,按载荷吨位计算,是历史上第三大的发射。而 V3 构型的星舰近地轨道载荷上限实际上在 100 吨级别。图|Flight Atlas鉴于目前国际空间站的总质量不过 400 多吨,不考虑具体的构型与组装问题的话,星舰发射 5 次,就足以重建出一个全新的空间站。当这样的运载能力成为常态,下一步要思考的问题,就是“还有什么东西值得送上太空?”马斯克给出的答案是:数据中心。就在今年,SpaceX 正式公布了 Starmind 轨道 AI 计算计划,其中包括一种名为“AI1”的轨道计算卫星。按照 SpaceX 的设计,AI1 展开后翼展达 75 米、高 30 米,单颗搭载最高 250 kW、平均 175 kW 的计算负载。它利用太阳能直接为 AI 芯片供电,绕过目前限制地面算力的电力问题,并通过高速激光链路,将计算结果接入星链网络传回地面。马斯克宣称,假设每吨卫星平均能提供约 100 kW 的计算能力,那么通过地铁化的星舰运输,每年发射 100 万吨卫星,理论上就能新增约 100 GW 的轨道 AI 算力,这个数字甚至比目前 SpaceX 的总算力要高出一倍。图|SpaceX这当然是一个非常遥远的假设,马斯克也完全没有给出在轨计算如何克服电离辐射、维修问题、轨道拥堵与热管理问题的方案。但它至少说明了,为什么 SpaceX 对星舰的规模要求如此夸张——在这套构想中,星舰是整个商业模式成立的前提。18 年前,Falcon 1 首次进入轨道时,很少有人会想到,SpaceX 最终会以可重复使用的火箭,建立起人类历史上最大的卫星互联网。今天,我们同样很难判断星舰最终会将什么送入太空。星链卫星和登月飞船可以说是板上钉钉,下一座商业空间站和 AI 计算卫星也不无机会,甚至无心插柳,为未知的下一代技术铺平道路也说不定。无论如何,一种可以足够频繁、足够便宜地将载荷送上轨道的运输工具,终将大幅扩展人类未来的想象空间。","news_type":1,"symbols_score_info":{"WSPC":0.6,"SPCG":0.6,"ELOL":0.6,"SPCM":0.6,"MARS":0.6,"SPAX":0.6,"SSPC":0.6,"SPAL":0.6,"SPCQ":0.6,"SPCF":0.6,"WARP":0.6,"DSPC":0.6,"LOFF":0.6,"YSPC":0.6,"ORBX":0.6,"LOFD":0.6,"SPCH":0.6,"SNK":0.6,"SPCX":1.5,"SPCU":0.6}},"isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":606318038250568,"gmtCreate":1789050449858,"gmtModify":1789050451689,"author":{"id":"4199543189920392","authorId":"4199543189920392","name":"Sacred Rabbit","avatar":"https://static.tigerbbs.com/6e6e891e0a63d4e7abc00fbdcb296003","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4199543189920392","authorIdStr":"4199543189920392"},"themes":[],"title":"","htmlText":"是不是相当于 国家赚钱 国民分红的 一个重要里程碑,所有国家都效仿的时候 未来会是啥样 ","listText":"是不是相当于 国家赚钱 国民分红的 一个重要里程碑,所有国家都效仿的时候 未来会是啥样 ","text":"是不是相当于 国家赚钱 国民分红的 一个重要里程碑,所有国家都效仿的时候 未来会是啥样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/606318038250568","repostId":"2666859665","repostType":4,"repost":{"id":"2666859665","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1789045556,"share":"https://www.laohunote.com/m/news/2666859665?lang=zh_CN&edition=full","pubTime":"2026-09-10 21:05","market":"us","language":"zh","title":"特朗普拟给美国成年人每人发5000美元,美媒算账:总额高达1.2万亿美元,关税收入远远不够","url":"https://stock-news.laohu8.com/highlight/detail?id=2666859665","media":"华尔街见闻","summary":"特朗普承诺若共和党赢得中期选举,将向美国成年人发放5000美元“特朗普分红”,资金拟来自关税收入。据多家媒体测算,方案总成本约1.2万亿至1.3万亿美元,远超关税年均约1900亿美元的收入规模,或加剧债务与通胀压力。与此同时,共和党同时控制参众两院的概率仅15%,方案落地仍存较大不确定性。","content":"<html><head></head><body><p>特朗普抛出又一项重磅竞选承诺,但测算显示,这一方案的财政成本远超关税收入所能覆盖的范围,债务压力与通胀风险随之浮现。</p>\n<p>据CCTV国际时讯,当地时间9月9日,美国总统特朗普在达拉斯出席共和党中期选举大会时说,<strong>如果共和党人在中期选举中成功获得美国国会参众两院的多数席位,他承诺向所有美国成年人发放5000美元。</strong></p>\n<p>他将这笔钱称为“特朗普分红”,并将其比作上市公司向股东派发的红利,<strong>但这笔钱必须在美国境内消费</strong>。美国副总统万斯表示,这笔“分红”将来自美国的关税收入。</p>\n<p>据多家媒体测算,<strong>这笔资金的总规模约在1.2万亿美元至1.3万亿美元之间。</strong>其中,MarketWatch测算显示,该方案的实际成本与关税收入之间存在巨大缺口。与此同时,方案能否落地本身也存在较大不确定性——预测市场数据显示,共和党同时赢得参众两院的概率目前仅为15%。</p>\n<h2>成本测算:逾1.2万亿美元,关税难以覆盖</h2>\n<p>根据美国人口普查局数据,截至去年7月,美国总人口约3.42亿,其中18岁及以上成年人占比约79%,即约2.7亿人。若进一步限定为美国公民,<strong>符合条件的人数约为2.4亿,对应总成本约1.2万亿美元</strong>。</p>\n<p>这一规模相当于美国去年1.8万亿美元财政赤字的近七成,且还未计入任何新增刺激支出。相比之下,万斯所提到的关税收入远不足以覆盖这笔开支。</p>\n<p>据耶鲁大学预算实验室测算,包括最新对加拿大加征的关税在内,<strong>现行关税政策未来十年预计可带来约1.9万亿美元收入,年均约1900亿美元,仅相当于一次“特朗普分红”成本的约六分之一。</strong></p>\n<h2>债务与通胀:财政压力或进一步上升</h2>\n<p>如果没有其他收入来源,这笔支出最终将转化为新增政府债务。</p>\n<p>截至本周二,美国国债总规模已达39.9万亿美元,其中公众持有部分为32.4万亿美元。近期长期美债收益率持续走高,市场对美国财政赤字和债务扩张的担忧是其中一个重要因素,30年期美债收益率目前已升至5.312%。</p>\n<p>通胀风险同样不容忽视。目前美国通胀率已升至年率3.4%。<strong>大规模现金派发可能进一步刺激居民消费,增加需求端压力。</strong>经济学家通常认为,居民新增收入中超过60%最终会转化为消费支出。去年美国个人消费支出总额接近21万亿美元,个人收入约26万亿美元,如果再向居民端注入逾1万亿美元资金,可能对总需求形成明显刺激。</p>\n<p>与此同时,美联储的政策反应也可能削弱这项政策的经济效果。在当前尚无额外财政刺激的情况下,市场已有约60%的概率押注美联储本月加息。<strong>若大规模现金派发最终落地,通胀压力进一步上升可能促使货币政策更加偏紧,从而部分抵消现金刺激对经济的提振。</strong></p>\n<h2>实际影响:5000美元对普通美国人意味着什么</h2>\n<p>从个人财务角度看,<strong>5000美元相当于美国全职工人约6.5万美元中位年薪的8%左右,对普通家庭而言仍是一笔具有实际意义的现金收入。</strong>特朗普本人也试图将其定义为类似“股东分红”的国家收益分配,并要求资金在美国境内消费,以突出其对国内消费和经济增长的刺激作用。</p>\n<p>但这项承诺能否兑现,首先取决于共和党能否在中期选举中同时拿下参众两院。根据Kalshi预测市场数据,这一结果目前的概率仅为15%。</p>\n<p>此外,特朗普此前也曾提出过关税“分红”和“DOGE分红”等类似构想,但最终均未能付诸实施。</p></body></html>","collect":0,"html":"<!DOCTYPE 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class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-09-10 21:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>特朗普抛出又一项重磅竞选承诺,但测算显示,这一方案的财政成本远超关税收入所能覆盖的范围,债务压力与通胀风险随之浮现。</p>\n<p>据CCTV国际时讯,当地时间9月9日,美国总统特朗普在达拉斯出席共和党中期选举大会时说,<strong>如果共和党人在中期选举中成功获得美国国会参众两院的多数席位,他承诺向所有美国成年人发放5000美元。</strong></p>\n<p>他将这笔钱称为“特朗普分红”,并将其比作上市公司向股东派发的红利,<strong>但这笔钱必须在美国境内消费</strong>。美国副总统万斯表示,这笔“分红”将来自美国的关税收入。</p>\n<p>据多家媒体测算,<strong>这笔资金的总规模约在1.2万亿美元至1.3万亿美元之间。</strong>其中,MarketWatch测算显示,该方案的实际成本与关税收入之间存在巨大缺口。与此同时,方案能否落地本身也存在较大不确定性——预测市场数据显示,共和党同时赢得参众两院的概率目前仅为15%。</p>\n<h2>成本测算:逾1.2万亿美元,关税难以覆盖</h2>\n<p>根据美国人口普查局数据,截至去年7月,美国总人口约3.42亿,其中18岁及以上成年人占比约79%,即约2.7亿人。若进一步限定为美国公民,<strong>符合条件的人数约为2.4亿,对应总成本约1.2万亿美元</strong>。</p>\n<p>这一规模相当于美国去年1.8万亿美元财政赤字的近七成,且还未计入任何新增刺激支出。相比之下,万斯所提到的关税收入远不足以覆盖这笔开支。</p>\n<p>据耶鲁大学预算实验室测算,包括最新对加拿大加征的关税在内,<strong>现行关税政策未来十年预计可带来约1.9万亿美元收入,年均约1900亿美元,仅相当于一次“特朗普分红”成本的约六分之一。</strong></p>\n<h2>债务与通胀:财政压力或进一步上升</h2>\n<p>如果没有其他收入来源,这笔支出最终将转化为新增政府债务。</p>\n<p>截至本周二,美国国债总规模已达39.9万亿美元,其中公众持有部分为32.4万亿美元。近期长期美债收益率持续走高,市场对美国财政赤字和债务扩张的担忧是其中一个重要因素,30年期美债收益率目前已升至5.312%。</p>\n<p>通胀风险同样不容忽视。目前美国通胀率已升至年率3.4%。<strong>大规模现金派发可能进一步刺激居民消费,增加需求端压力。</strong>经济学家通常认为,居民新增收入中超过60%最终会转化为消费支出。去年美国个人消费支出总额接近21万亿美元,个人收入约26万亿美元,如果再向居民端注入逾1万亿美元资金,可能对总需求形成明显刺激。</p>\n<p>与此同时,美联储的政策反应也可能削弱这项政策的经济效果。在当前尚无额外财政刺激的情况下,市场已有约60%的概率押注美联储本月加息。<strong>若大规模现金派发最终落地,通胀压力进一步上升可能促使货币政策更加偏紧,从而部分抵消现金刺激对经济的提振。</strong></p>\n<h2>实际影响:5000美元对普通美国人意味着什么</h2>\n<p>从个人财务角度看,<strong>5000美元相当于美国全职工人约6.5万美元中位年薪的8%左右,对普通家庭而言仍是一笔具有实际意义的现金收入。</strong>特朗普本人也试图将其定义为类似“股东分红”的国家收益分配,并要求资金在美国境内消费,以突出其对国内消费和经济增长的刺激作用。</p>\n<p>但这项承诺能否兑现,首先取决于共和党能否在中期选举中同时拿下参众两院。根据Kalshi预测市场数据,这一结果目前的概率仅为15%。</p>\n<p>此外,特朗普此前也曾提出过关税“分红”和“DOGE分红”等类似构想,但最终均未能付诸实施。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0d19efe7fa7abe68d9a3be5dac4e683e","relate_stocks":{".IXIC":"NASDAQ 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,坚决不走不到60不离场,就当这笔钱没了........FIG......加油!","images":[{"img":"https://static.tigerbbs.com/029e3e77775bfa1cf0adc31cd641041e","width":"1038","height":"1618"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559628850968464","isVote":1,"tweetType":1,"viewCount":3082,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":559049166382544,"gmtCreate":1777518324468,"gmtModify":1777518326923,"author":{"id":"4199543189920392","authorId":"4199543189920392","name":"Sacred Rabbit","avatar":"https://static.tigerbbs.com/6e6e891e0a63d4e7abc00fbdcb296003","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4199543189920392","authorIdStr":"4199543189920392"},"themes":[],"title":"","htmlText":"一发文 还不赶紧 跑<a href=\"\">[捂脸] </a>","listText":"一发文 还不赶紧 跑<a href=\"\">[捂脸] </a>","text":"一发文 还不赶紧 跑[捂脸] ","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/559049166382544","repostId":"1112114864","repostType":2,"repost":{"id":"1112114864","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":1777506122,"share":"https://www.laohunote.com/m/news/1112114864?lang=zh_CN&edition=full","pubTime":"2026-04-30 07:42","market":"us","language":"zh","title":"英特尔盘后上涨4%,受特朗普发文支持提振","url":"https://stock-news.laohu8.com/highlight/detail?id=1112114864","media":"老虎资讯综合","summary":"$英特尔$ 股价周三盘后上涨4%,此前美国总统·特朗普在Truth Social平台的发文中特别提及了其近期的涨势。芯片制造商英特尔的股价仅在4月份就飙升了逾100%,年内迄今涨幅已超过140%,成为2026年美国大型科技股中表现最为强劲的个股之一。英特尔这波涨势在4月23日公布第一季度财报后急剧加速。特朗普政府于8月以每股20.47美元的价格购入英特尔10%的股份,以帮助其扭转局面。","content":"<html><head></head><body><p style=\"text-align: start;\"> <a href=\"https://laohu8.com/S/INTC\">英特尔</a> (INTC)股价周三盘后上涨4%,此前美国总统·特朗普在Truth Social平台的发文中特别提及了其近期的涨势。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/816be7feca4802aaadbebbcc8c27807b\" tg-width=\"543\" tg-height=\"165\"/></p><p style=\"text-align: start;\">芯片制造商英特尔的股价仅在4月份就飙升了逾100%,年内迄今涨幅已超过140%,成为2026年美国大型科技股中表现最为强劲的个股之一。</p><p style=\"text-align: start;\">特朗普在Truth Social上发文称:“英特尔股价持续上涨……恭喜英特尔做得如此出色,更重要的是,恭喜美国人民做出了这么好的投资!”</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/660ecd3a1c851634d4158018abc3a601\" tg-width=\"838\" tg-height=\"558\"/></p><p style=\"text-align: start;\">英特尔这波涨势在4月23日公布第一季度财报后急剧加速。营收同比增长7%,达136亿美元,超出华尔街预期约9%。数据中心与人工智能(AI)业务表现尤为强劲,增长22%至50.5亿美元。调整后每股收益为0.29美元,远超市场普遍预期的约0.01至0.02美元。公司还发布了乐观的本季度业绩指引,预计营收在138亿至148亿美元之间。</p><p style=\"text-align: start;\">虽然图形处理器(GPU)在训练领域仍占主导地位,但推理工作负载和“代理式人工智能”系统的兴起,正推动对高性能英特尔服务器芯片的需求。超大规模云服务商正以快于预期的速度更新数据中心,供应紧张甚至迫使英特尔出售此前已核销的库存。</p><p style=\"text-align: start;\">在首席执行官陈立武的领导下,公司已表示,这一增长势头将贯穿2026年剩余时间并延续至2027年。陈立武指出:“下一波人工智能浪潮将把智能带到离终端用户更近的地方。”他指的是推理和边缘计算领域对中央处理器(CPU)和先进封装日益增长的需求。</p><p style=\"text-align: start;\">特朗普政府于8月以每股20.47美元的价格购入英特尔10%的股份,以帮助其扭转局面。此举在公司运势不佳之际,为其提供了即时资本和强有力的信任背书。</p><p style=\"text-align: start;\"></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>英特尔盘后上涨4%,受特朗普发文支持提振</title>\n<style 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href=\"https://laohu8.com/S/INTC\">英特尔</a> (INTC)股价周三盘后上涨4%,此前美国总统·特朗普在Truth Social平台的发文中特别提及了其近期的涨势。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/816be7feca4802aaadbebbcc8c27807b\" tg-width=\"543\" tg-height=\"165\"/></p><p style=\"text-align: start;\">芯片制造商英特尔的股价仅在4月份就飙升了逾100%,年内迄今涨幅已超过140%,成为2026年美国大型科技股中表现最为强劲的个股之一。</p><p style=\"text-align: start;\">特朗普在Truth Social上发文称:“英特尔股价持续上涨……恭喜英特尔做得如此出色,更重要的是,恭喜美国人民做出了这么好的投资!”</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/660ecd3a1c851634d4158018abc3a601\" tg-width=\"838\" tg-height=\"558\"/></p><p style=\"text-align: start;\">英特尔这波涨势在4月23日公布第一季度财报后急剧加速。营收同比增长7%,达136亿美元,超出华尔街预期约9%。数据中心与人工智能(AI)业务表现尤为强劲,增长22%至50.5亿美元。调整后每股收益为0.29美元,远超市场普遍预期的约0.01至0.02美元。公司还发布了乐观的本季度业绩指引,预计营收在138亿至148亿美元之间。</p><p style=\"text-align: start;\">虽然图形处理器(GPU)在训练领域仍占主导地位,但推理工作负载和“代理式人工智能”系统的兴起,正推动对高性能英特尔服务器芯片的需求。超大规模云服务商正以快于预期的速度更新数据中心,供应紧张甚至迫使英特尔出售此前已核销的库存。</p><p style=\"text-align: start;\">在首席执行官陈立武的领导下,公司已表示,这一增长势头将贯穿2026年剩余时间并延续至2027年。陈立武指出:“下一波人工智能浪潮将把智能带到离终端用户更近的地方。”他指的是推理和边缘计算领域对中央处理器(CPU)和先进封装日益增长的需求。</p><p style=\"text-align: start;\">特朗普政府于8月以每股20.47美元的价格购入英特尔10%的股份,以帮助其扭转局面。此举在公司运势不佳之际,为其提供了即时资本和强有力的信任背书。</p><p style=\"text-align: start;\"></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"LINT":"Direxion Daily INTC Bull 2X ETF","04335":"英特尔-T","INTC":"英特尔","INTW":"2倍做多INTC ETF-GraniteShares"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1112114864","content_text":"英特尔 (INTC)股价周三盘后上涨4%,此前美国总统·特朗普在Truth Social平台的发文中特别提及了其近期的涨势。芯片制造商英特尔的股价仅在4月份就飙升了逾100%,年内迄今涨幅已超过140%,成为2026年美国大型科技股中表现最为强劲的个股之一。特朗普在Truth 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我的价格是不是很低,照样不影响亏损","images":[{"img":"https://static.tigerbbs.com/d56481a64bf6b4431e7e691fb84e2529","width":"1038","height":"1618"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/551841835673808","isVote":1,"tweetType":1,"viewCount":3457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":546273811235240,"gmtCreate":1774377063479,"gmtModify":1774377066451,"author":{"id":"4199543189920392","authorId":"4199543189920392","name":"Sacred Rabbit","avatar":"https://static.tigerbbs.com/6e6e891e0a63d4e7abc00fbdcb296003","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4199543189920392","authorIdStr":"4199543189920392"},"themes":[],"title":"","htmlText":"这些人 都不信邪 <a href=\"\">[笑哭] </a>","listText":"这些人 都不信邪 <a href=\"\">[笑哭] </a>","text":"这些人 都不信邪 [笑哭] ","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/546273811235240","repostId":"2621706027","repostType":2,"repost":{"id":"2621706027","kind":"news","pubTimestamp":1774358529,"share":"https://www.laohunote.com/m/news/2621706027?lang=zh_CN&edition=full","pubTime":"2026-03-24 21:22","market":"us","language":"zh","title":"高盛:国际投资者对中国股市兴趣升至近年高位 维持A股与港股高配建议","url":"https://stock-news.laohu8.com/highlight/detail?id=2621706027","media":"智通财经","summary":"智通财经APP获悉,3月24日,高盛首席中国股票策略分析师刘劲津表示,随着全球投资者情绪改善,国际资金对中国股票市场的关注度与配置意愿明显回升,相关兴趣水平或已升至近年来高点。基于对基本面、估值水平以及资金流向趋势的综合判断,高盛继续维持对中国股票市场的“高配”建议,覆盖A股与香港上市中国股票。机构投资者对中国经济增长前景、企业盈利修复以及资本市场改革进展的关注度正在上升,这也为市场情绪改善提供支撑。","content":"<html><body><p>智通财经APP获悉,3月24日,<a href=\"https://laohu8.com/S/GS\">高盛</a>首席中国股票策略分析师刘劲津表示,随着全球投资者情绪改善,国际资金对中国股票市场的关注度与配置意愿明显回升,相关兴趣水平或已升至近年来高点。最新客户调研结果显示,仅约10%的受访投资者认为中国股市“不可投资”,相比两年前约40%的比例显著下降,反映出海外投资者对中国资产的整体看法正在发生积极转变。</p><p>刘劲津指出,过去两年间,全球投资者对中国市场的谨慎情绪逐步缓解,估值吸引力、政策预期改善以及资产配置多元化需求成为推动投资兴趣回暖的重要因素。随着全球宏观环境出现新的不确定性,中国股票在国际资产配置框架中的战略地位正在重新受到重视。</p><p>在当前中东地缘政治局势持续紧张、区域冲突风险上升以及能源价格明显走高的背景下,全球市场波动性有所加大。刘劲津认为,相较部分受能源价格冲击更为直接的经济体,中国市场在产业结构、政策空间及经济韧性方面具备一定优势,使其在复杂外部环境中仍具有配置价值。</p><p>基于对基本面、估值水平以及资金流向趋势的综合判断,高盛继续维持对中国股票市场的“高配”建议,覆盖A股与香港上市中国股票。报告指出,中国股票当前估值仍处于具有吸引力的区间,在全球权益资产中具备相对性价比优势。</p><p>在具体市场表现方面,刘劲津表示,从短期投资视角衡量风险调整后收益,A股市场预计将展现更高的<a href=\"https://laohu8.com/S/SHCAY\">夏普</a>比率,意味着投资者在承担单位风险的情况下,可能获得更具吸引力的回报表现。这一判断主要基于A股市场投资者结构、流动性环境以及潜在政策支持因素。</p><p>此外,高盛认为,随着全球资金逐步重新评估新兴市场配置,中国市场在全球投资组合中的权重存在边际提升空间。机构投资者对中国经济增长前景、企业盈利修复以及资本市场改革进展的关注度正在上升,这也为市场情绪改善提供支撑。</p><p>刘劲津强调,未来一段时间内,国际宏观环境变化、地缘政治风险演变以及能源价格走势仍将是影响全球资产价格的重要变量,但在当前阶段,中国股票在全球资产配置中的吸引力正呈现上升趋势。</p></body></html>","source":"stock_zhitongcaijing","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:国际投资者对中国股市兴趣升至近年高位 维持A股与港股高配建议</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高盛:国际投资者对中国股市兴趣升至近年高位 维持A股与港股高配建议\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-24 21:22 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1418286.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,3月24日,高盛首席中国股票策略分析师刘劲津表示,随着全球投资者情绪改善,国际资金对中国股票市场的关注度与配置意愿明显回升,相关兴趣水平或已升至近年来高点。最新客户调研结果显示,仅约10%的受访投资者认为中国股市“不可投资”,相比两年前约40%的比例显著下降,反映出海外投资者对中国资产的整体看法正在发生积极转变。刘劲津指出,过去两年间,全球投资者对中国市场的谨慎情绪逐步缓解,...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1418286.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4614":"Manus概念股","ASHS":"德银沪深中证500指数ETF","BK4504":"桥水持仓","LU0963586101.USD":"ALLIANZ GLOBAL SMALL CAP EQUITY \"AT\" ACC","GS":"高盛","DRAG":"中国龙ETF-Roundhill","BK4588":"碎股","KWEB":"中国海外互联网ETF-KraneShares","ASHR":"德银沪深300指数ETF","BK4585":"ETF&股票定投概念"},"source_url":"http://www.zhitongcaijing.com/content/detail/1418286.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2621706027","content_text":"智通财经APP获悉,3月24日,高盛首席中国股票策略分析师刘劲津表示,随着全球投资者情绪改善,国际资金对中国股票市场的关注度与配置意愿明显回升,相关兴趣水平或已升至近年来高点。最新客户调研结果显示,仅约10%的受访投资者认为中国股市“不可投资”,相比两年前约40%的比例显著下降,反映出海外投资者对中国资产的整体看法正在发生积极转变。刘劲津指出,过去两年间,全球投资者对中国市场的谨慎情绪逐步缓解,估值吸引力、政策预期改善以及资产配置多元化需求成为推动投资兴趣回暖的重要因素。随着全球宏观环境出现新的不确定性,中国股票在国际资产配置框架中的战略地位正在重新受到重视。在当前中东地缘政治局势持续紧张、区域冲突风险上升以及能源价格明显走高的背景下,全球市场波动性有所加大。刘劲津认为,相较部分受能源价格冲击更为直接的经济体,中国市场在产业结构、政策空间及经济韧性方面具备一定优势,使其在复杂外部环境中仍具有配置价值。基于对基本面、估值水平以及资金流向趋势的综合判断,高盛继续维持对中国股票市场的“高配”建议,覆盖A股与香港上市中国股票。报告指出,中国股票当前估值仍处于具有吸引力的区间,在全球权益资产中具备相对性价比优势。在具体市场表现方面,刘劲津表示,从短期投资视角衡量风险调整后收益,A股市场预计将展现更高的夏普比率,意味着投资者在承担单位风险的情况下,可能获得更具吸引力的回报表现。这一判断主要基于A股市场投资者结构、流动性环境以及潜在政策支持因素。此外,高盛认为,随着全球资金逐步重新评估新兴市场配置,中国市场在全球投资组合中的权重存在边际提升空间。机构投资者对中国经济增长前景、企业盈利修复以及资本市场改革进展的关注度正在上升,这也为市场情绪改善提供支撑。刘劲津强调,未来一段时间内,国际宏观环境变化、地缘政治风险演变以及能源价格走势仍将是影响全球资产价格的重要变量,但在当前阶段,中国股票在全球资产配置中的吸引力正呈现上升趋势。","news_type":1,"symbols_score_info":{"KWEB":0.6,"GS":1.95,"ASHS":0.6,"ASHR":0.6,"DRAG":0.6}},"isVote":1,"tweetType":1,"viewCount":1582,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":541806184136816,"gmtCreate":1773302393863,"gmtModify":1773302396039,"author":{"id":"4199543189920392","authorId":"4199543189920392","name":"Sacred Rabbit","avatar":"https://static.tigerbbs.com/6e6e891e0a63d4e7abc00fbdcb296003","crmLevel":8,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4199543189920392","authorIdStr":"4199543189920392"},"themes":[],"title":"","htmlText":"就算想跳槽的","listText":"就算想跳槽的","text":"就算想跳槽的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/541806184136816","repostId":"2618154901","repostType":2,"repost":{"id":"2618154901","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点,精选影响您财富的资讯,投资理财必备神器!","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1773287893,"share":"https://www.laohunote.com/m/news/2618154901?lang=zh_CN&edition=full","pubTime":"2026-03-12 11:58","market":"hk","language":"zh","title":"字节Seed挖来千问大将","url":"https://stock-news.laohu8.com/highlight/detail?id=2618154901","media":"华尔街见闻","summary":"AI人才暗战继续。","content":"<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ab4c1246c4a6ed80f942ae9bf3de0313\" tg-width=\"2560\" tg-height=\"1439\"></p><p>AI行业的竞争与聚变也体现在人才的流动上。</p><p>3月12日,继原<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>通义实验室千问(Qwen)大模型技术负责人林俊旸离职之后,其团队另一位核心骨干的去向也终于浮出水面。</p><p>行业消息称,原千问后训练(Post-training)负责人郁博文已正式加入字节跳动,担任Seed团队视觉模型与多模态交互团队后训练负责人。</p><p>有接近字节的人士向华尔街见闻证实了上述人事变动。</p><p>这一人事变动发生在阿里千问团队刚刚完成组织架构调整、多位核心技术人才密集出走的时间节点,引发业界对国内大模型领域人才流动与技术路线竞争的广泛关注。</p><p>郁博文的学术与技术履历在业内堪称扎实。公开资料显示,他本科毕业于中南大学,后考入中国科学院信息工程研究所攻读研究生,2022年获得中国科学院大学博士学位。</p><p>读博期间,他专注于自然语言处理与信息抽取领域研究,曾在ACL、EMNLP等国际顶级学术会议上发表多篇论文,并创新性地提出将信息抽取任务转化为图结构问题的思路,有效解决了实体重叠、嵌套等复杂场景下的识别难题,凭借突出的学术表现荣获中国科学院院长奖 。</p><p>2022年博士毕业后,郁博文以阿里集团最高级别的校招项目 “阿里星”身份加入<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>达摩院,担任算法专家(P7)。入职初期,他便深度参与通义千问大模型的早期训练与研发工作,迅速成长为千问团队核心骨干,并最终担任后训练负责人 。</p><p>郁博文的离职与阿里通义实验室近期的组织架构调整紧密相关。</p><p>3月,阿里通义实验室启动组织架构调整,计划将原本垂直整合的Qwen团队拆分为预训练、后训练、文本、多模态等多个平行的水平分工模块 。这一调整直接导致郁博文的管理范围大幅缩小,且与其一直坚持的“预训练与后训练必须深度耦合”的技术理念产生了明显冲突。</p><p>此外,阿里高层对千问团队施加的商业化考核压力,也在一定程度上加剧了团队内部的分歧 。</p><p>3月3日,郁博文提交辞职申请,次日正式离职,他的工作随后由前Google DeepMind高级资深研究员周浩接任。</p><p>郁博文的下一站选择,同样反映出当前大模型竞争的<a href=\"https://laohu8.com/S/00360\">新焦点</a>。</p><p>字节跳动的Seed团队近年来在大模型和多模态领域持续投入资源,此次郁博文加入后担任视觉模型与多模态交互团队后训练负责人,意味着字节跳动正在强化其在多模态方向上的“后训练”能力 。</p><p>后训练作为大模型从通用底座走向产品化、场景化的关键环节,直接决定了模型在实际交互中的表现。</p><p>郁博文在千问期间积累的对话模型优化、多模态对齐、知识蒸馏等经验,与Seed团队当前的技术布局高度契合。尤其是在视觉与多模态交互领域,如何通过高效的后期微调和强化学习让模型更“懂”用户,已成为各大厂商差异化竞争的关键。</p><p>郁博文从阿里流向字节,是本轮AI竞争中核心人才流动的案例之一。1月,Qwen Code负责人惠彬原已离开阿里加入<a href=\"https://laohu8.com/S/META\">Meta</a> 。更早之前,OpenAI、xAI、Meta等国际巨头内部同样经历着核心人才的流动 。</p><p>这一轮人才流动背后,反映出大模型行业发展的几个深层变化:</p><p>第一,技术强人时代正在重塑人才与平台的关系。 当前大模型技术仍处于快速演进阶段,顶尖技术人才的个人判断和愿景对技术路径的影响远超以往。当公司战略与个人技术理念产生分歧时,人才倾向于寻找更能实现自身技术<a href=\"https://laohu8.com/S/LI\">理想</a>的平台 。</p><p>第二,算力资源与组织协同成为人才去留的关键变量。 单纯的薪酬激励已难以锁定顶尖人才,企业能否提供充足的算力支持、能否构建与人才技术理念相匹配的组织架构,正在成为留住核心骨干的更重要因素 。</p><p>第三,多模态与后训练正成为下一阶段的人才争夺主战场。 随着基础大模型的能力逐渐趋同,如何通过后训练技术实现差异化、如何将视觉与语言能力深度融合,已成为头部厂商竞相布局的方向。郁博文此番加入字节多模态团队,正是这一趋势的缩影 。</p><p>对于行业而言,核心人才的流动既是挑战也是催化剂。它倒逼企业重新思考与顶尖人才的协同方式,也加速了技术理念的跨平台传播与碰撞。</p><p>在大模型仍未抵达终局的当下,人才的流向,某种程度上正绘制着未来技术竞争的版图。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>字节Seed挖来千问大将</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n字节Seed挖来千问大将\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-03-12 11:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/ab4c1246c4a6ed80f942ae9bf3de0313\" tg-width=\"2560\" tg-height=\"1439\"></p><p>AI行业的竞争与聚变也体现在人才的流动上。</p><p>3月12日,继原<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>通义实验室千问(Qwen)大模型技术负责人林俊旸离职之后,其团队另一位核心骨干的去向也终于浮出水面。</p><p>行业消息称,原千问后训练(Post-training)负责人郁博文已正式加入字节跳动,担任Seed团队视觉模型与多模态交互团队后训练负责人。</p><p>有接近字节的人士向华尔街见闻证实了上述人事变动。</p><p>这一人事变动发生在阿里千问团队刚刚完成组织架构调整、多位核心技术人才密集出走的时间节点,引发业界对国内大模型领域人才流动与技术路线竞争的广泛关注。</p><p>郁博文的学术与技术履历在业内堪称扎实。公开资料显示,他本科毕业于中南大学,后考入中国科学院信息工程研究所攻读研究生,2022年获得中国科学院大学博士学位。</p><p>读博期间,他专注于自然语言处理与信息抽取领域研究,曾在ACL、EMNLP等国际顶级学术会议上发表多篇论文,并创新性地提出将信息抽取任务转化为图结构问题的思路,有效解决了实体重叠、嵌套等复杂场景下的识别难题,凭借突出的学术表现荣获中国科学院院长奖 。</p><p>2022年博士毕业后,郁博文以阿里集团最高级别的校招项目 “阿里星”身份加入<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>达摩院,担任算法专家(P7)。入职初期,他便深度参与通义千问大模型的早期训练与研发工作,迅速成长为千问团队核心骨干,并最终担任后训练负责人 。</p><p>郁博文的离职与阿里通义实验室近期的组织架构调整紧密相关。</p><p>3月,阿里通义实验室启动组织架构调整,计划将原本垂直整合的Qwen团队拆分为预训练、后训练、文本、多模态等多个平行的水平分工模块 。这一调整直接导致郁博文的管理范围大幅缩小,且与其一直坚持的“预训练与后训练必须深度耦合”的技术理念产生了明显冲突。</p><p>此外,阿里高层对千问团队施加的商业化考核压力,也在一定程度上加剧了团队内部的分歧 。</p><p>3月3日,郁博文提交辞职申请,次日正式离职,他的工作随后由前Google DeepMind高级资深研究员周浩接任。</p><p>郁博文的下一站选择,同样反映出当前大模型竞争的<a href=\"https://laohu8.com/S/00360\">新焦点</a>。</p><p>字节跳动的Seed团队近年来在大模型和多模态领域持续投入资源,此次郁博文加入后担任视觉模型与多模态交互团队后训练负责人,意味着字节跳动正在强化其在多模态方向上的“后训练”能力 。</p><p>后训练作为大模型从通用底座走向产品化、场景化的关键环节,直接决定了模型在实际交互中的表现。</p><p>郁博文在千问期间积累的对话模型优化、多模态对齐、知识蒸馏等经验,与Seed团队当前的技术布局高度契合。尤其是在视觉与多模态交互领域,如何通过高效的后期微调和强化学习让模型更“懂”用户,已成为各大厂商差异化竞争的关键。</p><p>郁博文从阿里流向字节,是本轮AI竞争中核心人才流动的案例之一。1月,Qwen Code负责人惠彬原已离开阿里加入<a href=\"https://laohu8.com/S/META\">Meta</a> 。更早之前,OpenAI、xAI、Meta等国际巨头内部同样经历着核心人才的流动 。</p><p>这一轮人才流动背后,反映出大模型行业发展的几个深层变化:</p><p>第一,技术强人时代正在重塑人才与平台的关系。 当前大模型技术仍处于快速演进阶段,顶尖技术人才的个人判断和愿景对技术路径的影响远超以往。当公司战略与个人技术理念产生分歧时,人才倾向于寻找更能实现自身技术<a href=\"https://laohu8.com/S/LI\">理想</a>的平台 。</p><p>第二,算力资源与组织协同成为人才去留的关键变量。 单纯的薪酬激励已难以锁定顶尖人才,企业能否提供充足的算力支持、能否构建与人才技术理念相匹配的组织架构,正在成为留住核心骨干的更重要因素 。</p><p>第三,多模态与后训练正成为下一阶段的人才争夺主战场。 随着基础大模型的能力逐渐趋同,如何通过后训练技术实现差异化、如何将视觉与语言能力深度融合,已成为头部厂商竞相布局的方向。郁博文此番加入字节多模态团队,正是这一趋势的缩影 。</p><p>对于行业而言,核心人才的流动既是挑战也是催化剂。它倒逼企业重新思考与顶尖人才的协同方式,也加速了技术理念的跨平台传播与碰撞。</p><p>在大模型仍未抵达终局的当下,人才的流向,某种程度上正绘制着未来技术竞争的版图。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4535":"淡马锡持仓","BK4538":"云计算","LU1769817179.HKD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (HKD) INC","LU0047713382.USD":"BGF EMERGING MARKETS \"A2\" ACC","LU1769817096.USD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (USD) INC","LU1051769294.HKD":"BGF EMERGING MARKETS EQUITY INCOME \"A6\"(HKDHDG) INC","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","LU1152091754.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" (HKD) INC","BK4548":"巴美列捷福持仓","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","LU0072462343.USD":"贝莱德亚洲巨龙基金","LU0072913022.USD":"UBS (LUX) EQUITY FUND - GREATER CHINA \"P\" (USD) 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ASIAN EQUITY \"AT\" (HKD) ACC","BK4581":"高盛持仓","BK4543":"AI","LU2148611432.USD":"AZ ALLOCATION BALANCED BRAVE \"AAZ\" (USDHDG) ACC","BK4531":"中概回港概念","IE00B0JY6N72.USD":"PINEBRIDGE GLOBAL EMERGING MARKETS FOCUS EQUITY \"A\" (USD) ACC","BBYY":"GraniteShares YieldBOOST BABA ETF","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) ACC","LU1282648689.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AMG\" (USD) INC","LU0348816934.USD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT\" (USD)"},"source_url":"https://wallstreetcn.com/articles/3767308","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2618154901","content_text":"AI行业的竞争与聚变也体现在人才的流动上。3月12日,继原阿里巴巴通义实验室千问(Qwen)大模型技术负责人林俊旸离职之后,其团队另一位核心骨干的去向也终于浮出水面。行业消息称,原千问后训练(Post-training)负责人郁博文已正式加入字节跳动,担任Seed团队视觉模型与多模态交互团队后训练负责人。有接近字节的人士向华尔街见闻证实了上述人事变动。这一人事变动发生在阿里千问团队刚刚完成组织架构调整、多位核心技术人才密集出走的时间节点,引发业界对国内大模型领域人才流动与技术路线竞争的广泛关注。郁博文的学术与技术履历在业内堪称扎实。公开资料显示,他本科毕业于中南大学,后考入中国科学院信息工程研究所攻读研究生,2022年获得中国科学院大学博士学位。读博期间,他专注于自然语言处理与信息抽取领域研究,曾在ACL、EMNLP等国际顶级学术会议上发表多篇论文,并创新性地提出将信息抽取任务转化为图结构问题的思路,有效解决了实体重叠、嵌套等复杂场景下的识别难题,凭借突出的学术表现荣获中国科学院院长奖 。2022年博士毕业后,郁博文以阿里集团最高级别的校招项目 “阿里星”身份加入阿里巴巴达摩院,担任算法专家(P7)。入职初期,他便深度参与通义千问大模型的早期训练与研发工作,迅速成长为千问团队核心骨干,并最终担任后训练负责人 。郁博文的离职与阿里通义实验室近期的组织架构调整紧密相关。3月,阿里通义实验室启动组织架构调整,计划将原本垂直整合的Qwen团队拆分为预训练、后训练、文本、多模态等多个平行的水平分工模块 。这一调整直接导致郁博文的管理范围大幅缩小,且与其一直坚持的“预训练与后训练必须深度耦合”的技术理念产生了明显冲突。此外,阿里高层对千问团队施加的商业化考核压力,也在一定程度上加剧了团队内部的分歧 。3月3日,郁博文提交辞职申请,次日正式离职,他的工作随后由前Google 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