+关注
無羈的風
暂无个人介绍
IP属地:0
63
关注
0
粉丝
1
主题
0
勋章
主贴
热门
無羈的風
00:27
$蔚来(NIO)$
加油!看多
無羈的風
09-15
$理想汽车(LI)$
加油
無羈的風
09-08
$理想汽车(LI)$
無羈的風
09-01
$理想汽车(LI)$
[开心]
無羈的風
08-25
$Direxion Daily TSLA Bull 2X Shares(TSLL)$
無羈的風
08-20
$Direxion Daily TSLA Bull 2X Shares(TSLL)$
玩一玩吧
無羈的風
08-18
期待
無羈的風
08-11
$NVTS 20250815 8.0 CALL$
好坑
無羈的風
08-11
$Direxion Daily TSLA Bull 2X Shares(TSLL)$
無羈的風
08-08
这主要看个人心态,看能不能保持长期的眼光、布局
無羈的風
08-08
$Direxion Daily TSLA Bull 2X Shares(TSLL)$
無羈的風
08-06
$Direxion Daily TSLA Bull 2X Shares(TSLL)$
無羈的風
08-01
时间拉的太远了,那时好多人都去天堂了[捂脸]
消息称特斯拉 AI6 芯片将优先用于 Optimus 机器人与 Dojo 超算,而非汽车
無羈的風
07-30
101
無羈的風
06-07
[开心] 看好
@谋定后动:隐形护城河:为什么AI军工股可能是未来10年最稳的大趋势?(2025年第24周 总第225期)
無羈的風
06-04
$蔚来(NIO)$
加油,继续持有~
無羈的風
05-26
$霸王茶姬(CHA)$
無羈的風
05-19
$蔚来(NIO)$
無羈的風
05-12
$纳微半导体(NVTS)$
继续加油!
無羈的風
05-12
$霸王茶姬(CHA)$
这是啥情况?!跌成狗了
去老虎APP查看更多动态
{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"4206626099006082","uuid":"4206626099006082","gmtCreate":1743525921208,"gmtModify":1744732269127,"name":"無羈的風","pinyin":"無羈d風無羈de風","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":63,"tweetSize":25,"questionSize":0,"limitLevel":999,"accountStatus":1,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":14,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"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":"2025.05.28","exceedPercentage":"60.26%","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":"2025.05.01","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":2,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":3,"crmLevelSwitch":1,"location":"0","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":51,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":481420763767536,"gmtCreate":1758558476412,"gmtModify":1758558482547,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 加油!看多","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 加油!看多","text":"$蔚来(NIO)$ 加油!看多","images":[{"img":"https://static.tigerbbs.com/13f1b7647a6c84ca75147cecf48d6290","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481420763767536","isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":478882020012568,"gmtCreate":1757933270817,"gmtModify":1757933282881,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$ </a> 加油","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$ </a> 加油","text":"$理想汽车(LI)$ 加油","images":[{"img":"https://static.tigerbbs.com/3fbe33be15bdee6df20e359e9e09d550","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/478882020012568","isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":476525147050768,"gmtCreate":1757343163315,"gmtModify":1757343174451,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$ </a> ","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$ </a> ","text":"$理想汽车(LI)$","images":[{"img":"https://static.tigerbbs.com/97ce495ad28fc31bd2b3c0cc36cdf91a","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476525147050768","isVote":1,"tweetType":1,"viewCount":1179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":473947946737880,"gmtCreate":1756741907363,"gmtModify":1756741918692,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$ </a> [开心] ","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$ </a> [开心] ","text":"$理想汽车(LI)$ [开心]","images":[{"img":"https://static.tigerbbs.com/d149f347914c459dcd0ac567306ad1a9","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/473947946737880","isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":471429205455136,"gmtCreate":1756125842152,"gmtModify":1756125844103,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a> ","listText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a> ","text":"$Direxion Daily TSLA Bull 2X Shares(TSLL)$","images":[{"img":"https://static.tigerbbs.com/8d18b12f6f052d290f718e151480af8b","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/471429205455136","isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":469682525089928,"gmtCreate":1755699625808,"gmtModify":1755699637124,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$</a> 玩一玩吧","listText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$</a> 玩一玩吧","text":"$Direxion Daily TSLA Bull 2X Shares(TSLL)$ 玩一玩吧","images":[{"img":"https://static.tigerbbs.com/99dc3a1b6f88610cc0c65582288f939e","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469682525089928","isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":468927550288392,"gmtCreate":1755487073070,"gmtModify":1755487542668,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"期待","listText":"期待","text":"期待","images":[{"img":"https://static.tigerbbs.com/30d4cc8ce872357b9d30d0eb4ac40475","width":"825","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/468927550288392","isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":466521467769096,"gmtCreate":1754922169214,"gmtModify":1754922171221,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/NVTS 20250815 8.0 CALL\">$NVTS 20250815 8.0 CALL$</a> 好坑","listText":"<a href=\"https://laohu8.com/OPT/NVTS 20250815 8.0 CALL\">$NVTS 20250815 8.0 CALL$</a> 好坑","text":"$NVTS 20250815 8.0 CALL$ 好坑","images":[{"img":"https://static.tigerbbs.com/05f735a8e7f484196df72e06475d6406","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/466521467769096","isVote":1,"tweetType":1,"viewCount":463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":466375103152440,"gmtCreate":1754885921866,"gmtModify":1754885924167,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a> ","listText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a> ","text":"$Direxion Daily TSLA Bull 2X Shares(TSLL)$","images":[{"img":"https://static.tigerbbs.com/403185b8dda42870a32df24de65ff367","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/466375103152440","isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":465482899767336,"gmtCreate":1754668348938,"gmtModify":1754668350796,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"这主要看个人心态,看能不能保持长期的眼光、布局","listText":"这主要看个人心态,看能不能保持长期的眼光、布局","text":"这主要看个人心态,看能不能保持长期的眼光、布局","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/465482899767336","isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":465481532162072,"gmtCreate":1754668106663,"gmtModify":1754668117981,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a> ","listText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a> ","text":"$Direxion Daily TSLA Bull 2X Shares(TSLL)$","images":[{"img":"https://static.tigerbbs.com/a25c673a48b9385cbe23b7f35c3b90ca","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/465481532162072","isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":464421909999632,"gmtCreate":1754410019578,"gmtModify":1754410030793,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a> ","listText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a> ","text":"$Direxion Daily TSLA Bull 2X Shares(TSLL)$","images":[{"img":"https://static.tigerbbs.com/88f54a048ebadb0d131d9d75111f1ea5","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464421909999632","isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":462977960825376,"gmtCreate":1754037116176,"gmtModify":1754037118059,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"时间拉的太远了,那时好多人都去天堂了[捂脸] ","listText":"时间拉的太远了,那时好多人都去天堂了[捂脸] ","text":"时间拉的太远了,那时好多人都去天堂了[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462977960825376","repostId":"2555832838","repostType":2,"repost":{"id":"2555832838","kind":"news","pubTimestamp":1753974338,"share":"https://www.laohu8.com/m/news/2555832838?lang=&edition=full","pubTime":"2025-07-31 23:05","market":"us","language":"zh","title":"消息称特斯拉 AI6 芯片将优先用于 Optimus 机器人与 Dojo 超算,而非汽车","url":"https://stock-news.laohu8.com/highlight/detail?id=2555832838","media":"IT之家","summary":"IT之家 7 月 31 日消息,特斯拉已与三星签署上百亿美元的 AI6 芯片协议,据行业分析师预测,特斯拉的 2 纳米 AI6 芯片将于 2028 年进入大规模生产阶段,其产量峰值预计将在 2029 年至 2032 年期间出现。据韩媒 ETNews 报道,三星已经开始了 AI6 芯片制造的规划工作,但初步设计主要是面向下一代 Optimus 人形机器人和 Dojo FSD 超级计算机集群,而非特斯拉汽车。","content":"<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>已与<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>签署上百亿美元的 AI6 芯片协议,据行业分析师预测,特斯拉的 2 纳米 AI6 芯片将于 2028 年进入大规模生产阶段,其产量峰值预计将在 2029 年至 2032 年期间出现。</p><p>据韩媒 ETNews 报道,三星已经开始了 AI6 芯片制造的规划工作,但初步设计主要是面向下一代 Optimus 人形机器人和 Dojo FSD 超级计算机集群,而非特斯拉汽车。</p><p>IT之家注意到,埃隆・马斯克在上一次季度电话会议中曾表示,特斯拉计划在其所有需要该芯片的产品中使用同一款 AI6 芯片,包括汽车、机器人以及庞大的 Dojo 计算机视觉项目。同时,他还提到特斯拉的车辆将在 2026 年底开始配备下一代自动驾驶硬件,而其中的 AI5 芯片性能如此出色,以至于可能会与美国政府对人工智能计算能力的出口管制产生冲突。</p><p>特斯拉之所以选择三星,很可能是出于价格和产能的考虑,因为特斯拉并非<a href=\"https://laohu8.com/S/TSM\">台积电</a>的核心客户。三星还将允许特斯拉共同开发 AI6 芯片,马斯克甚至表示他将亲自前往得克萨斯州泰勒工厂检查生产线,寻找优化和降低成本的机会。</p><p>对于三星而言,这笔交易对其代工业务来说无疑是天赐良机。三星自家的 Exynos 芯片由于在热管理方面存在挑战,与台积电代工生产的<a href=\"https://laohu8.com/S/QCOM\">高通</a>骁龙系列相比,往往表现逊色。</p><p>三星此前在 2 纳米 GAA 生产工艺的良品率方面也面临困境,但已将其从最初的低水平提高到约 40%,并且预计在明年新设备安装完成后,泰勒工厂的良品率将达到 60% 或以上。如果达不到这一目标,三星可能会以成本价甚至亏损的方式为特斯拉生产 AI6 芯片,但据报道,特斯拉的这一亏损订单仍被认为具有价值,因为其有助于打破台积电在现代芯片生产工艺上的垄断地位。</p>","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>消息称特斯拉 AI6 芯片将优先用于 Optimus 机器人与 Dojo 超算,而非汽车</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n消息称特斯拉 AI6 芯片将优先用于 Optimus 机器人与 Dojo 超算,而非汽车\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-31 23:05 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025073123055994c691ff&s=b><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉已与三星签署上百亿美元的 AI6 芯片协议,据行业分析师预测,特斯拉的 2 纳米 AI6 芯片将于 2028 年进入大规模生产阶段,其产量峰值预计将在 2029 年至 2032 年期间出现。据韩媒 ETNews 报道,三星已经开始了 AI6 芯片制造的规划工作,但初步设计主要是面向下一代 Optimus 人形机器人和 Dojo FSD 超级计算机集群,而非特斯拉汽车。IT之家注意到,埃隆・...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025073123055994c691ff&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4555":"新能源车","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","TSYW.SI":"TESLA 3xLongSG261006","BK4516":"特朗普概念","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4548":"巴美列捷福持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4574":"无人驾驶","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","TSLA":"特斯拉","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","BK4604":"机器人概念","BK4581":"高盛持仓","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","TSLL":"Direxion Daily TSLA Bull 2X Shares","BK4099":"汽车制造商","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025073123055994c691ff&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2555832838","content_text":"特斯拉已与三星签署上百亿美元的 AI6 芯片协议,据行业分析师预测,特斯拉的 2 纳米 AI6 芯片将于 2028 年进入大规模生产阶段,其产量峰值预计将在 2029 年至 2032 年期间出现。据韩媒 ETNews 报道,三星已经开始了 AI6 芯片制造的规划工作,但初步设计主要是面向下一代 Optimus 人形机器人和 Dojo FSD 超级计算机集群,而非特斯拉汽车。IT之家注意到,埃隆・马斯克在上一次季度电话会议中曾表示,特斯拉计划在其所有需要该芯片的产品中使用同一款 AI6 芯片,包括汽车、机器人以及庞大的 Dojo 计算机视觉项目。同时,他还提到特斯拉的车辆将在 2026 年底开始配备下一代自动驾驶硬件,而其中的 AI5 芯片性能如此出色,以至于可能会与美国政府对人工智能计算能力的出口管制产生冲突。特斯拉之所以选择三星,很可能是出于价格和产能的考虑,因为特斯拉并非台积电的核心客户。三星还将允许特斯拉共同开发 AI6 芯片,马斯克甚至表示他将亲自前往得克萨斯州泰勒工厂检查生产线,寻找优化和降低成本的机会。对于三星而言,这笔交易对其代工业务来说无疑是天赐良机。三星自家的 Exynos 芯片由于在热管理方面存在挑战,与台积电代工生产的高通骁龙系列相比,往往表现逊色。三星此前在 2 纳米 GAA 生产工艺的良品率方面也面临困境,但已将其从最初的低水平提高到约 40%,并且预计在明年新设备安装完成后,泰勒工厂的良品率将达到 60% 或以上。如果达不到这一目标,三星可能会以成本价甚至亏损的方式为特斯拉生产 AI6 芯片,但据报道,特斯拉的这一亏损订单仍被认为具有价值,因为其有助于打破台积电在现代芯片生产工艺上的垄断地位。","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462111059718336,"gmtCreate":1753838555093,"gmtModify":1753838556639,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"101","listText":"101","text":"101","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462111059718336","isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":443505680253136,"gmtCreate":1749300770006,"gmtModify":1749300771697,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"[开心] 看好","listText":"[开心] 看好","text":"[开心] 看好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/443505680253136","repostId":"443395012874688","repostType":1,"repost":{"id":443395012874688,"gmtCreate":1749272938307,"gmtModify":1749274902399,"author":{"id":"3556673506813374","authorId":"3556673506813374","name":"谋定后动","avatar":"https://static.tigerbbs.com/865a6ec8ea0c03d186fb7dab736911ae","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556673506813374","authorIdStr":"3556673506813374"},"themes":[],"title":"隐形护城河:为什么AI军工股可能是未来10年最稳的大趋势?(2025年第24周 总第225期)","htmlText":"在商业世界里,AI是降本增效工具;但在军政领域,AI已经成为国家命脉。过去几周,Palantir连续中标美军AI项目、微软继续扩张其五角大楼云业务、Anduril则加速部署AI作战平台。《华尔街日报》《彭博》《DefenseOne》等媒体已频繁使用一个新名词来描述这一趋势:AI Military-Industrial Complex(AI军工复合体)。 这是美国军政体系正在构建的下一代核心能力,不仅绑定国家安全预算,更关乎未来战争的控制权。今天我们就来看看:在美股市场中,谁才是真正的“国家底牌”? 什么是“AI军工复合体”? 这个概念首次由前美国国防副部长 Robert O. Work 在CSIS智库演讲中提出,用于描述AI在国防系统中的系统性渗透。他认为:“未来五年,美国不会输在导弹数量,而是输在算法质量。”。它的关键特征包括: 稳定订单来源:2024年美联邦预算中,国防部AI支出超35亿美元(来源:Congressional Budget Office); 安全门槛高:所有服务提供者必须通过“机密信息操作许可”(Classified Operations Clearance); 政策倾斜明显:拜登政府2023年发布《AI国防应用战略》,明确支持AI在国防情报与战术领域全面部署; 地缘政治背景强:在与中国和俄罗斯的长期战略博弈中,AI已被明确列为“决定性技术”。 这不是一般意义的“新概念股”,而是一个在国家预算与安全体系中开辟出来的“深护城河赛道”。 三家公司,三种“国家底牌”形态 1)Palantir(PLTR):AI军政中枢 Palantir 的Gotham系统广泛应用于CIA、NSA、国土安全部(DHS)和美军中央司令部,已运行超过十年。 2025年Q1财报显示,PLTR政府业务收入为3.34亿美元,同比增长16%,占总收入的55%; 最新获得“国防AI伙伴关系”五","listText":"在商业世界里,AI是降本增效工具;但在军政领域,AI已经成为国家命脉。过去几周,Palantir连续中标美军AI项目、微软继续扩张其五角大楼云业务、Anduril则加速部署AI作战平台。《华尔街日报》《彭博》《DefenseOne》等媒体已频繁使用一个新名词来描述这一趋势:AI Military-Industrial Complex(AI军工复合体)。 这是美国军政体系正在构建的下一代核心能力,不仅绑定国家安全预算,更关乎未来战争的控制权。今天我们就来看看:在美股市场中,谁才是真正的“国家底牌”? 什么是“AI军工复合体”? 这个概念首次由前美国国防副部长 Robert O. Work 在CSIS智库演讲中提出,用于描述AI在国防系统中的系统性渗透。他认为:“未来五年,美国不会输在导弹数量,而是输在算法质量。”。它的关键特征包括: 稳定订单来源:2024年美联邦预算中,国防部AI支出超35亿美元(来源:Congressional Budget Office); 安全门槛高:所有服务提供者必须通过“机密信息操作许可”(Classified Operations Clearance); 政策倾斜明显:拜登政府2023年发布《AI国防应用战略》,明确支持AI在国防情报与战术领域全面部署; 地缘政治背景强:在与中国和俄罗斯的长期战略博弈中,AI已被明确列为“决定性技术”。 这不是一般意义的“新概念股”,而是一个在国家预算与安全体系中开辟出来的“深护城河赛道”。 三家公司,三种“国家底牌”形态 1)Palantir(PLTR):AI军政中枢 Palantir 的Gotham系统广泛应用于CIA、NSA、国土安全部(DHS)和美军中央司令部,已运行超过十年。 2025年Q1财报显示,PLTR政府业务收入为3.34亿美元,同比增长16%,占总收入的55%; 最新获得“国防AI伙伴关系”五","text":"在商业世界里,AI是降本增效工具;但在军政领域,AI已经成为国家命脉。过去几周,Palantir连续中标美军AI项目、微软继续扩张其五角大楼云业务、Anduril则加速部署AI作战平台。《华尔街日报》《彭博》《DefenseOne》等媒体已频繁使用一个新名词来描述这一趋势:AI Military-Industrial Complex(AI军工复合体)。 这是美国军政体系正在构建的下一代核心能力,不仅绑定国家安全预算,更关乎未来战争的控制权。今天我们就来看看:在美股市场中,谁才是真正的“国家底牌”? 什么是“AI军工复合体”? 这个概念首次由前美国国防副部长 Robert O. Work 在CSIS智库演讲中提出,用于描述AI在国防系统中的系统性渗透。他认为:“未来五年,美国不会输在导弹数量,而是输在算法质量。”。它的关键特征包括: 稳定订单来源:2024年美联邦预算中,国防部AI支出超35亿美元(来源:Congressional Budget Office); 安全门槛高:所有服务提供者必须通过“机密信息操作许可”(Classified Operations Clearance); 政策倾斜明显:拜登政府2023年发布《AI国防应用战略》,明确支持AI在国防情报与战术领域全面部署; 地缘政治背景强:在与中国和俄罗斯的长期战略博弈中,AI已被明确列为“决定性技术”。 这不是一般意义的“新概念股”,而是一个在国家预算与安全体系中开辟出来的“深护城河赛道”。 三家公司,三种“国家底牌”形态 1)Palantir(PLTR):AI军政中枢 Palantir 的Gotham系统广泛应用于CIA、NSA、国土安全部(DHS)和美军中央司令部,已运行超过十年。 2025年Q1财报显示,PLTR政府业务收入为3.34亿美元,同比增长16%,占总收入的55%; 最新获得“国防AI伙伴关系”五","images":[{"img":"https://static.tigerbbs.com/851635f090d7bc9912728dffb9f75ea9","width":"1333","height":"959"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/443395012874688","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3967,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442473993957992,"gmtCreate":1749048861049,"gmtModify":1749048863142,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 加油,继续持有~","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 加油,继续持有~","text":"$蔚来(NIO)$ 加油,继续持有~","images":[{"img":"https://static.tigerbbs.com/dfddf4bbdcae3c72c2856ce6e40aeb37","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442473993957992","isVote":1,"tweetType":1,"viewCount":1085,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":439286487285888,"gmtCreate":1748266469735,"gmtModify":1748266471942,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a> ","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a> ","text":"$霸王茶姬(CHA)$","images":[{"img":"https://static.tigerbbs.com/c844a5013c322c4f8d846c367f1b1c3f","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439286487285888","isVote":1,"tweetType":1,"viewCount":606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":436866290725760,"gmtCreate":1747669603680,"gmtModify":1747669606623,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><v-v data-views=\"1\"></v-v> ","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a><v-v data-views=\"1\"></v-v> ","text":"$蔚来(NIO)$","images":[{"img":"https://static.tigerbbs.com/07d94c3b91ee0a79ef356bd4cfbd5a2b","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/436866290725760","isVote":1,"tweetType":1,"viewCount":739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":434304807875192,"gmtCreate":1747064945596,"gmtModify":1747064949026,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVTS\">$纳微半导体(NVTS)$</a> 继续加油!","listText":"<a href=\"https://laohu8.com/S/NVTS\">$纳微半导体(NVTS)$</a> 继续加油!","text":"$纳微半导体(NVTS)$ 继续加油!","images":[{"img":"https://static.tigerbbs.com/fba0f08e62da4ff5b7f8eca32e075e4a","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/434304807875192","isVote":1,"tweetType":1,"viewCount":1531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":434302560961200,"gmtCreate":1747064851715,"gmtModify":1747065470435,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a> 这是啥情况?!跌成狗了","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a> 这是啥情况?!跌成狗了","text":"$霸王茶姬(CHA)$ 这是啥情况?!跌成狗了","images":[{"img":"https://static.tigerbbs.com/06fab601fadb86fe85e96750dd56e086","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/434302560961200","isVote":1,"tweetType":1,"viewCount":898,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":434304807875192,"gmtCreate":1747064945596,"gmtModify":1747064949026,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVTS\">$纳微半导体(NVTS)$</a> 继续加油!","listText":"<a href=\"https://laohu8.com/S/NVTS\">$纳微半导体(NVTS)$</a> 继续加油!","text":"$纳微半导体(NVTS)$ 继续加油!","images":[{"img":"https://static.tigerbbs.com/fba0f08e62da4ff5b7f8eca32e075e4a","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/434304807875192","isVote":1,"tweetType":1,"viewCount":1531,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":481420763767536,"gmtCreate":1758558476412,"gmtModify":1758558482547,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 加油!看多","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 加油!看多","text":"$蔚来(NIO)$ 加油!看多","images":[{"img":"https://static.tigerbbs.com/13f1b7647a6c84ca75147cecf48d6290","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481420763767536","isVote":1,"tweetType":1,"viewCount":155,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":432542206316784,"gmtCreate":1746634550571,"gmtModify":1746634553208,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVTS\">$纳微半导体(NVTS)$</a> 这票怎样","listText":"<a href=\"https://laohu8.com/S/NVTS\">$纳微半导体(NVTS)$</a> 这票怎样","text":"$纳微半导体(NVTS)$ 这票怎样","images":[{"img":"https://static.tigerbbs.com/bdd417f49df919e6f3dd1bc71983ac91","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/432542206316784","isVote":1,"tweetType":1,"viewCount":814,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":430695041855736,"gmtCreate":1746171626344,"gmtModify":1746172267073,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a> [财迷] ","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a> [财迷] ","text":"$霸王茶姬(CHA)$ [财迷]","images":[{"img":"https://static.tigerbbs.com/a4b26c53052845868b606186b05acddb","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/430695041855736","isVote":1,"tweetType":1,"viewCount":1523,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4120865200482900","authorId":"4120865200482900","name":"炒股养家 宜宾炒家","avatar":"https://static.tigerbbs.com/6b12cfac86fc8e1eae843a12f1b9d247","crmLevel":3,"crmLevelSwitch":0,"idStr":"4120865200482900","authorIdStr":"4120865200482900"},"content":"怎么做到28成本的","text":"怎么做到28成本的","html":"怎么做到28成本的"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":468927550288392,"gmtCreate":1755487073070,"gmtModify":1755487542668,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"期待","listText":"期待","text":"期待","images":[{"img":"https://static.tigerbbs.com/30d4cc8ce872357b9d30d0eb4ac40475","width":"825","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/468927550288392","isVote":1,"tweetType":1,"viewCount":87,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":469682525089928,"gmtCreate":1755699625808,"gmtModify":1755699637124,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$</a> 玩一玩吧","listText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$</a> 玩一玩吧","text":"$Direxion Daily TSLA Bull 2X Shares(TSLL)$ 玩一玩吧","images":[{"img":"https://static.tigerbbs.com/99dc3a1b6f88610cc0c65582288f939e","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/469682525089928","isVote":1,"tweetType":1,"viewCount":276,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":478882020012568,"gmtCreate":1757933270817,"gmtModify":1757933282881,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$ </a> 加油","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$ </a> 加油","text":"$理想汽车(LI)$ 加油","images":[{"img":"https://static.tigerbbs.com/3fbe33be15bdee6df20e359e9e09d550","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/478882020012568","isVote":1,"tweetType":1,"viewCount":480,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":476525147050768,"gmtCreate":1757343163315,"gmtModify":1757343174451,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$ </a> ","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$ </a> ","text":"$理想汽车(LI)$","images":[{"img":"https://static.tigerbbs.com/97ce495ad28fc31bd2b3c0cc36cdf91a","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/476525147050768","isVote":1,"tweetType":1,"viewCount":1179,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":473947946737880,"gmtCreate":1756741907363,"gmtModify":1756741918692,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$ </a> [开心] ","listText":"<a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$ </a> [开心] ","text":"$理想汽车(LI)$ [开心]","images":[{"img":"https://static.tigerbbs.com/d149f347914c459dcd0ac567306ad1a9","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/473947946737880","isVote":1,"tweetType":1,"viewCount":489,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":471429205455136,"gmtCreate":1756125842152,"gmtModify":1756125844103,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a> ","listText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a> ","text":"$Direxion Daily TSLA Bull 2X Shares(TSLL)$","images":[{"img":"https://static.tigerbbs.com/8d18b12f6f052d290f718e151480af8b","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/471429205455136","isVote":1,"tweetType":1,"viewCount":283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":466521467769096,"gmtCreate":1754922169214,"gmtModify":1754922171221,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/NVTS 20250815 8.0 CALL\">$NVTS 20250815 8.0 CALL$</a> 好坑","listText":"<a href=\"https://laohu8.com/OPT/NVTS 20250815 8.0 CALL\">$NVTS 20250815 8.0 CALL$</a> 好坑","text":"$NVTS 20250815 8.0 CALL$ 好坑","images":[{"img":"https://static.tigerbbs.com/05f735a8e7f484196df72e06475d6406","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/466521467769096","isVote":1,"tweetType":1,"viewCount":463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":466375103152440,"gmtCreate":1754885921866,"gmtModify":1754885924167,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a> ","listText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a> ","text":"$Direxion Daily TSLA Bull 2X Shares(TSLL)$","images":[{"img":"https://static.tigerbbs.com/403185b8dda42870a32df24de65ff367","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/466375103152440","isVote":1,"tweetType":1,"viewCount":370,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":465482899767336,"gmtCreate":1754668348938,"gmtModify":1754668350796,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"这主要看个人心态,看能不能保持长期的眼光、布局","listText":"这主要看个人心态,看能不能保持长期的眼光、布局","text":"这主要看个人心态,看能不能保持长期的眼光、布局","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/465482899767336","isVote":1,"tweetType":1,"viewCount":263,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":465481532162072,"gmtCreate":1754668106663,"gmtModify":1754668117981,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a> ","listText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a> ","text":"$Direxion Daily TSLA Bull 2X Shares(TSLL)$","images":[{"img":"https://static.tigerbbs.com/a25c673a48b9385cbe23b7f35c3b90ca","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/465481532162072","isVote":1,"tweetType":1,"viewCount":311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":464421909999632,"gmtCreate":1754410019578,"gmtModify":1754410030793,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a> ","listText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a> ","text":"$Direxion Daily TSLA Bull 2X Shares(TSLL)$","images":[{"img":"https://static.tigerbbs.com/88f54a048ebadb0d131d9d75111f1ea5","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/464421909999632","isVote":1,"tweetType":1,"viewCount":328,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":462977960825376,"gmtCreate":1754037116176,"gmtModify":1754037118059,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"时间拉的太远了,那时好多人都去天堂了[捂脸] ","listText":"时间拉的太远了,那时好多人都去天堂了[捂脸] ","text":"时间拉的太远了,那时好多人都去天堂了[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462977960825376","repostId":"2555832838","repostType":2,"repost":{"id":"2555832838","kind":"news","pubTimestamp":1753974338,"share":"https://www.laohu8.com/m/news/2555832838?lang=&edition=full","pubTime":"2025-07-31 23:05","market":"us","language":"zh","title":"消息称特斯拉 AI6 芯片将优先用于 Optimus 机器人与 Dojo 超算,而非汽车","url":"https://stock-news.laohu8.com/highlight/detail?id=2555832838","media":"IT之家","summary":"IT之家 7 月 31 日消息,特斯拉已与三星签署上百亿美元的 AI6 芯片协议,据行业分析师预测,特斯拉的 2 纳米 AI6 芯片将于 2028 年进入大规模生产阶段,其产量峰值预计将在 2029 年至 2032 年期间出现。据韩媒 ETNews 报道,三星已经开始了 AI6 芯片制造的规划工作,但初步设计主要是面向下一代 Optimus 人形机器人和 Dojo FSD 超级计算机集群,而非特斯拉汽车。","content":"<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>已与<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>签署上百亿美元的 AI6 芯片协议,据行业分析师预测,特斯拉的 2 纳米 AI6 芯片将于 2028 年进入大规模生产阶段,其产量峰值预计将在 2029 年至 2032 年期间出现。</p><p>据韩媒 ETNews 报道,三星已经开始了 AI6 芯片制造的规划工作,但初步设计主要是面向下一代 Optimus 人形机器人和 Dojo FSD 超级计算机集群,而非特斯拉汽车。</p><p>IT之家注意到,埃隆・马斯克在上一次季度电话会议中曾表示,特斯拉计划在其所有需要该芯片的产品中使用同一款 AI6 芯片,包括汽车、机器人以及庞大的 Dojo 计算机视觉项目。同时,他还提到特斯拉的车辆将在 2026 年底开始配备下一代自动驾驶硬件,而其中的 AI5 芯片性能如此出色,以至于可能会与美国政府对人工智能计算能力的出口管制产生冲突。</p><p>特斯拉之所以选择三星,很可能是出于价格和产能的考虑,因为特斯拉并非<a href=\"https://laohu8.com/S/TSM\">台积电</a>的核心客户。三星还将允许特斯拉共同开发 AI6 芯片,马斯克甚至表示他将亲自前往得克萨斯州泰勒工厂检查生产线,寻找优化和降低成本的机会。</p><p>对于三星而言,这笔交易对其代工业务来说无疑是天赐良机。三星自家的 Exynos 芯片由于在热管理方面存在挑战,与台积电代工生产的<a href=\"https://laohu8.com/S/QCOM\">高通</a>骁龙系列相比,往往表现逊色。</p><p>三星此前在 2 纳米 GAA 生产工艺的良品率方面也面临困境,但已将其从最初的低水平提高到约 40%,并且预计在明年新设备安装完成后,泰勒工厂的良品率将达到 60% 或以上。如果达不到这一目标,三星可能会以成本价甚至亏损的方式为特斯拉生产 AI6 芯片,但据报道,特斯拉的这一亏损订单仍被认为具有价值,因为其有助于打破台积电在现代芯片生产工艺上的垄断地位。</p>","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>消息称特斯拉 AI6 芯片将优先用于 Optimus 机器人与 Dojo 超算,而非汽车</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n消息称特斯拉 AI6 芯片将优先用于 Optimus 机器人与 Dojo 超算,而非汽车\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-31 23:05 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025073123055994c691ff&s=b><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉已与三星签署上百亿美元的 AI6 芯片协议,据行业分析师预测,特斯拉的 2 纳米 AI6 芯片将于 2028 年进入大规模生产阶段,其产量峰值预计将在 2029 年至 2032 年期间出现。据韩媒 ETNews 报道,三星已经开始了 AI6 芯片制造的规划工作,但初步设计主要是面向下一代 Optimus 人形机器人和 Dojo FSD 超级计算机集群,而非特斯拉汽车。IT之家注意到,埃隆・...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025073123055994c691ff&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4555":"新能源车","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","TSYW.SI":"TESLA 3xLongSG261006","BK4516":"特朗普概念","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4548":"巴美列捷福持仓","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","BK4574":"无人驾驶","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","TSLA":"特斯拉","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","BK4604":"机器人概念","BK4581":"高盛持仓","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0823411888.USD":"法巴消费创新基金 Cap","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","TSLL":"Direxion Daily TSLA Bull 2X Shares","BK4099":"汽车制造商","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025073123055994c691ff&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2555832838","content_text":"特斯拉已与三星签署上百亿美元的 AI6 芯片协议,据行业分析师预测,特斯拉的 2 纳米 AI6 芯片将于 2028 年进入大规模生产阶段,其产量峰值预计将在 2029 年至 2032 年期间出现。据韩媒 ETNews 报道,三星已经开始了 AI6 芯片制造的规划工作,但初步设计主要是面向下一代 Optimus 人形机器人和 Dojo FSD 超级计算机集群,而非特斯拉汽车。IT之家注意到,埃隆・马斯克在上一次季度电话会议中曾表示,特斯拉计划在其所有需要该芯片的产品中使用同一款 AI6 芯片,包括汽车、机器人以及庞大的 Dojo 计算机视觉项目。同时,他还提到特斯拉的车辆将在 2026 年底开始配备下一代自动驾驶硬件,而其中的 AI5 芯片性能如此出色,以至于可能会与美国政府对人工智能计算能力的出口管制产生冲突。特斯拉之所以选择三星,很可能是出于价格和产能的考虑,因为特斯拉并非台积电的核心客户。三星还将允许特斯拉共同开发 AI6 芯片,马斯克甚至表示他将亲自前往得克萨斯州泰勒工厂检查生产线,寻找优化和降低成本的机会。对于三星而言,这笔交易对其代工业务来说无疑是天赐良机。三星自家的 Exynos 芯片由于在热管理方面存在挑战,与台积电代工生产的高通骁龙系列相比,往往表现逊色。三星此前在 2 纳米 GAA 生产工艺的良品率方面也面临困境,但已将其从最初的低水平提高到约 40%,并且预计在明年新设备安装完成后,泰勒工厂的良品率将达到 60% 或以上。如果达不到这一目标,三星可能会以成本价甚至亏损的方式为特斯拉生产 AI6 芯片,但据报道,特斯拉的这一亏损订单仍被认为具有价值,因为其有助于打破台积电在现代芯片生产工艺上的垄断地位。","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462111059718336,"gmtCreate":1753838555093,"gmtModify":1753838556639,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"101","listText":"101","text":"101","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462111059718336","isVote":1,"tweetType":1,"viewCount":194,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":443505680253136,"gmtCreate":1749300770006,"gmtModify":1749300771697,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"[开心] 看好","listText":"[开心] 看好","text":"[开心] 看好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/443505680253136","repostId":"443395012874688","repostType":1,"repost":{"id":443395012874688,"gmtCreate":1749272938307,"gmtModify":1749274902399,"author":{"id":"3556673506813374","authorId":"3556673506813374","name":"谋定后动","avatar":"https://static.tigerbbs.com/865a6ec8ea0c03d186fb7dab736911ae","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556673506813374","authorIdStr":"3556673506813374"},"themes":[],"title":"隐形护城河:为什么AI军工股可能是未来10年最稳的大趋势?(2025年第24周 总第225期)","htmlText":"在商业世界里,AI是降本增效工具;但在军政领域,AI已经成为国家命脉。过去几周,Palantir连续中标美军AI项目、微软继续扩张其五角大楼云业务、Anduril则加速部署AI作战平台。《华尔街日报》《彭博》《DefenseOne》等媒体已频繁使用一个新名词来描述这一趋势:AI Military-Industrial Complex(AI军工复合体)。 这是美国军政体系正在构建的下一代核心能力,不仅绑定国家安全预算,更关乎未来战争的控制权。今天我们就来看看:在美股市场中,谁才是真正的“国家底牌”? 什么是“AI军工复合体”? 这个概念首次由前美国国防副部长 Robert O. Work 在CSIS智库演讲中提出,用于描述AI在国防系统中的系统性渗透。他认为:“未来五年,美国不会输在导弹数量,而是输在算法质量。”。它的关键特征包括: 稳定订单来源:2024年美联邦预算中,国防部AI支出超35亿美元(来源:Congressional Budget Office); 安全门槛高:所有服务提供者必须通过“机密信息操作许可”(Classified Operations Clearance); 政策倾斜明显:拜登政府2023年发布《AI国防应用战略》,明确支持AI在国防情报与战术领域全面部署; 地缘政治背景强:在与中国和俄罗斯的长期战略博弈中,AI已被明确列为“决定性技术”。 这不是一般意义的“新概念股”,而是一个在国家预算与安全体系中开辟出来的“深护城河赛道”。 三家公司,三种“国家底牌”形态 1)Palantir(PLTR):AI军政中枢 Palantir 的Gotham系统广泛应用于CIA、NSA、国土安全部(DHS)和美军中央司令部,已运行超过十年。 2025年Q1财报显示,PLTR政府业务收入为3.34亿美元,同比增长16%,占总收入的55%; 最新获得“国防AI伙伴关系”五","listText":"在商业世界里,AI是降本增效工具;但在军政领域,AI已经成为国家命脉。过去几周,Palantir连续中标美军AI项目、微软继续扩张其五角大楼云业务、Anduril则加速部署AI作战平台。《华尔街日报》《彭博》《DefenseOne》等媒体已频繁使用一个新名词来描述这一趋势:AI Military-Industrial Complex(AI军工复合体)。 这是美国军政体系正在构建的下一代核心能力,不仅绑定国家安全预算,更关乎未来战争的控制权。今天我们就来看看:在美股市场中,谁才是真正的“国家底牌”? 什么是“AI军工复合体”? 这个概念首次由前美国国防副部长 Robert O. Work 在CSIS智库演讲中提出,用于描述AI在国防系统中的系统性渗透。他认为:“未来五年,美国不会输在导弹数量,而是输在算法质量。”。它的关键特征包括: 稳定订单来源:2024年美联邦预算中,国防部AI支出超35亿美元(来源:Congressional Budget Office); 安全门槛高:所有服务提供者必须通过“机密信息操作许可”(Classified Operations Clearance); 政策倾斜明显:拜登政府2023年发布《AI国防应用战略》,明确支持AI在国防情报与战术领域全面部署; 地缘政治背景强:在与中国和俄罗斯的长期战略博弈中,AI已被明确列为“决定性技术”。 这不是一般意义的“新概念股”,而是一个在国家预算与安全体系中开辟出来的“深护城河赛道”。 三家公司,三种“国家底牌”形态 1)Palantir(PLTR):AI军政中枢 Palantir 的Gotham系统广泛应用于CIA、NSA、国土安全部(DHS)和美军中央司令部,已运行超过十年。 2025年Q1财报显示,PLTR政府业务收入为3.34亿美元,同比增长16%,占总收入的55%; 最新获得“国防AI伙伴关系”五","text":"在商业世界里,AI是降本增效工具;但在军政领域,AI已经成为国家命脉。过去几周,Palantir连续中标美军AI项目、微软继续扩张其五角大楼云业务、Anduril则加速部署AI作战平台。《华尔街日报》《彭博》《DefenseOne》等媒体已频繁使用一个新名词来描述这一趋势:AI Military-Industrial Complex(AI军工复合体)。 这是美国军政体系正在构建的下一代核心能力,不仅绑定国家安全预算,更关乎未来战争的控制权。今天我们就来看看:在美股市场中,谁才是真正的“国家底牌”? 什么是“AI军工复合体”? 这个概念首次由前美国国防副部长 Robert O. Work 在CSIS智库演讲中提出,用于描述AI在国防系统中的系统性渗透。他认为:“未来五年,美国不会输在导弹数量,而是输在算法质量。”。它的关键特征包括: 稳定订单来源:2024年美联邦预算中,国防部AI支出超35亿美元(来源:Congressional Budget Office); 安全门槛高:所有服务提供者必须通过“机密信息操作许可”(Classified Operations Clearance); 政策倾斜明显:拜登政府2023年发布《AI国防应用战略》,明确支持AI在国防情报与战术领域全面部署; 地缘政治背景强:在与中国和俄罗斯的长期战略博弈中,AI已被明确列为“决定性技术”。 这不是一般意义的“新概念股”,而是一个在国家预算与安全体系中开辟出来的“深护城河赛道”。 三家公司,三种“国家底牌”形态 1)Palantir(PLTR):AI军政中枢 Palantir 的Gotham系统广泛应用于CIA、NSA、国土安全部(DHS)和美军中央司令部,已运行超过十年。 2025年Q1财报显示,PLTR政府业务收入为3.34亿美元,同比增长16%,占总收入的55%; 最新获得“国防AI伙伴关系”五","images":[{"img":"https://static.tigerbbs.com/851635f090d7bc9912728dffb9f75ea9","width":"1333","height":"959"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/443395012874688","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3967,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442473993957992,"gmtCreate":1749048861049,"gmtModify":1749048863142,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 加油,继续持有~","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 加油,继续持有~","text":"$蔚来(NIO)$ 加油,继续持有~","images":[{"img":"https://static.tigerbbs.com/dfddf4bbdcae3c72c2856ce6e40aeb37","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442473993957992","isVote":1,"tweetType":1,"viewCount":1085,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":439286487285888,"gmtCreate":1748266469735,"gmtModify":1748266471942,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a> ","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a> ","text":"$霸王茶姬(CHA)$","images":[{"img":"https://static.tigerbbs.com/c844a5013c322c4f8d846c367f1b1c3f","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439286487285888","isVote":1,"tweetType":1,"viewCount":606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"lives":[]}