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10-27
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$蔚来(NIO)$
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10-07
$蔚来(NIO)$
加油
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10-03
@猪小花的打新工具猫
截到tsla!祝大发
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09-30
$蔚来(NIO)$
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09-25
是否需要加油😂
@价值投资为王:黄仁勋大笔减持,英伟达悬了?
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09-23
$蔚来(NIO)$
加油!看多
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09-15
$理想汽车(LI)$
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$理想汽车(LI)$
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09-01
$理想汽车(LI)$
[开心]
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08-25
$Direxion Daily TSLA Bull 2X Shares(TSLL)$
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08-20
$Direxion Daily TSLA Bull 2X Shares(TSLL)$
玩一玩吧
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08-18
期待
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08-11
$NVTS 20250815 8.0 CALL$
好坑
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08-11
$Direxion Daily TSLA Bull 2X Shares(TSLL)$
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08-08
这主要看个人心态,看能不能保持长期的眼光、布局
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08-08
$Direxion Daily TSLA Bull 2X Shares(TSLL)$
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08-06
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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
去老虎APP查看更多动态
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加油","images":[{"img":"https://static.tigerbbs.com/3159c6f7a53acb1aa1c7b9bb3ffd86e6","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/486657798094904","isVote":1,"tweetType":1,"viewCount":294,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":485145182056592,"gmtCreate":1759472109746,"gmtModify":1759472122392,"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/U/4132379926939720\"> @猪小花的打新工具猫 </a>截到tsla!祝大发","listText":"<a href=\"https://laohu8.com/U/4132379926939720\"> @猪小花的打新工具猫 </a>截到tsla!祝大发","text":"@猪小花的打新工具猫 截到tsla!祝大发","images":[{"img":"https://static.tigerbbs.com/6c5626cafa3a004db3f9ff1321dd249b"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/485145182056592","isVote":1,"tweetType":1,"viewCount":331,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":484177092874472,"gmtCreate":1759236491289,"gmtModify":1759236493809,"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> ","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> ","text":"$蔚来(NIO)$","images":[{"img":"https://static.tigerbbs.com/000d2f4babd45740e5d8c7c49a10eeb5","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/484177092874472","isVote":1,"tweetType":1,"viewCount":580,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3480251053938743","authorId":"3480251053938743","name":"云端漫步者","avatar":"https://static.tigerbbs.com/809d8cce7096fcbf51dc8b8fcf8bb8c9","crmLevel":8,"crmLevelSwitch":1,"idStr":"3480251053938743","authorIdStr":"3480251053938743"},"content":"此刻应该买了股票等提车","text":"此刻应该买了股票等提车","html":"此刻应该买了股票等提车"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":482377123098816,"gmtCreate":1758796594298,"gmtModify":1758796596489,"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":"是否需要加油😂","listText":"是否需要加油😂","text":"是否需要加油😂","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482377123098816","repostId":"482354231587328","repostType":1,"repost":{"id":482354231587328,"gmtCreate":1758791287250,"gmtModify":1759045201881,"author":{"id":"21347731130544","authorId":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"21347731130544","authorIdStr":"21347731130544"},"themes":[],"title":"黄仁勋大笔减持,英伟达悬了?","htmlText":"昨日,英伟达创始人黄仁勋减持7.5万股,套现1332万美元。 除老黄外,英伟达其他高管近期也在密集减持,如首席财务官Colette Kress在9月19日大笔减持14.58万股,套现2575万美元。 相比此前每日5000股左右的减持数量,Colette Kress明显加快了抛售力度: 除此之外,董事会成员Drell Persis也于近三个月来首次减持4万股,套现710万美元。 另一名董事Harvey C. Jones在9月18日大手笔减持25万股,套现4404万美元。 经SEC网站查询后,你会明显发现,进入9月后,144减持公告的数量明显增多,达到了26份,远高于8月的12份和6月的19份,逼近7月的30份: 纵观近3年来的减持历史,英伟达内部人士抛售有2个密集时间节点,一是2024年6月-9月;二是今年的6月-9月。 对比股价,去年6-9月的均价约130美元,今年6-9月的均价在165左右: 从2024年6月后股价走势看,高管密集减持后,英伟达表现不佳,高管卖在了相对较高位置。 而今年高管密集减持后,英伟达最近股价走势较为疲软,远不及博通、台积电等AI龙头股,出现明显的疲态。 如果将焦点聚焦在英伟达灵魂人物黄仁勋身上,其本轮牛市的抛售始于2023年9月,密集抛售则集中在去年三季度和今年三季度。 对比股价,老黄卖的位置相当不错: 作为最懂英伟达价值的人,黄仁勋的操作让人深思。 有一句说得好,不要看他怎么说,而要看他怎么做! 黄仁勋在当前位置密集抛售,不管处于何种原因,给出的信号只有一个,即不看好后市。 如果黄仁勋认为英伟达后续还将大涨,甚至有翻倍空间,他又何必着急抛售? 因此,内部人士密集抛售,值得我们注意。 从估值上看,英伟达当前市销率超25倍,属于较高估值,如果能够按照分析师预测,未来2个季度营收保持50%的增长,今年年底的市销率估值将降至17倍,不算太高:","listText":"昨日,英伟达创始人黄仁勋减持7.5万股,套现1332万美元。 除老黄外,英伟达其他高管近期也在密集减持,如首席财务官Colette Kress在9月19日大笔减持14.58万股,套现2575万美元。 相比此前每日5000股左右的减持数量,Colette Kress明显加快了抛售力度: 除此之外,董事会成员Drell Persis也于近三个月来首次减持4万股,套现710万美元。 另一名董事Harvey C. Jones在9月18日大手笔减持25万股,套现4404万美元。 经SEC网站查询后,你会明显发现,进入9月后,144减持公告的数量明显增多,达到了26份,远高于8月的12份和6月的19份,逼近7月的30份: 纵观近3年来的减持历史,英伟达内部人士抛售有2个密集时间节点,一是2024年6月-9月;二是今年的6月-9月。 对比股价,去年6-9月的均价约130美元,今年6-9月的均价在165左右: 从2024年6月后股价走势看,高管密集减持后,英伟达表现不佳,高管卖在了相对较高位置。 而今年高管密集减持后,英伟达最近股价走势较为疲软,远不及博通、台积电等AI龙头股,出现明显的疲态。 如果将焦点聚焦在英伟达灵魂人物黄仁勋身上,其本轮牛市的抛售始于2023年9月,密集抛售则集中在去年三季度和今年三季度。 对比股价,老黄卖的位置相当不错: 作为最懂英伟达价值的人,黄仁勋的操作让人深思。 有一句说得好,不要看他怎么说,而要看他怎么做! 黄仁勋在当前位置密集抛售,不管处于何种原因,给出的信号只有一个,即不看好后市。 如果黄仁勋认为英伟达后续还将大涨,甚至有翻倍空间,他又何必着急抛售? 因此,内部人士密集抛售,值得我们注意。 从估值上看,英伟达当前市销率超25倍,属于较高估值,如果能够按照分析师预测,未来2个季度营收保持50%的增长,今年年底的市销率估值将降至17倍,不算太高:","text":"昨日,英伟达创始人黄仁勋减持7.5万股,套现1332万美元。 除老黄外,英伟达其他高管近期也在密集减持,如首席财务官Colette Kress在9月19日大笔减持14.58万股,套现2575万美元。 相比此前每日5000股左右的减持数量,Colette Kress明显加快了抛售力度: 除此之外,董事会成员Drell Persis也于近三个月来首次减持4万股,套现710万美元。 另一名董事Harvey C. Jones在9月18日大手笔减持25万股,套现4404万美元。 经SEC网站查询后,你会明显发现,进入9月后,144减持公告的数量明显增多,达到了26份,远高于8月的12份和6月的19份,逼近7月的30份: 纵观近3年来的减持历史,英伟达内部人士抛售有2个密集时间节点,一是2024年6月-9月;二是今年的6月-9月。 对比股价,去年6-9月的均价约130美元,今年6-9月的均价在165左右: 从2024年6月后股价走势看,高管密集减持后,英伟达表现不佳,高管卖在了相对较高位置。 而今年高管密集减持后,英伟达最近股价走势较为疲软,远不及博通、台积电等AI龙头股,出现明显的疲态。 如果将焦点聚焦在英伟达灵魂人物黄仁勋身上,其本轮牛市的抛售始于2023年9月,密集抛售则集中在去年三季度和今年三季度。 对比股价,老黄卖的位置相当不错: 作为最懂英伟达价值的人,黄仁勋的操作让人深思。 有一句说得好,不要看他怎么说,而要看他怎么做! 黄仁勋在当前位置密集抛售,不管处于何种原因,给出的信号只有一个,即不看好后市。 如果黄仁勋认为英伟达后续还将大涨,甚至有翻倍空间,他又何必着急抛售? 因此,内部人士密集抛售,值得我们注意。 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","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\" 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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":{"SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","BK4516":"特朗普概念","TSYW.SI":"TESLA 3xLongSG261006","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) 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除老黄外,英伟达其他高管近期也在密集减持,如首席财务官Colette Kress在9月19日大笔减持14.58万股,套现2575万美元。 相比此前每日5000股左右的减持数量,Colette Kress明显加快了抛售力度: 除此之外,董事会成员Drell Persis也于近三个月来首次减持4万股,套现710万美元。 另一名董事Harvey C. Jones在9月18日大手笔减持25万股,套现4404万美元。 经SEC网站查询后,你会明显发现,进入9月后,144减持公告的数量明显增多,达到了26份,远高于8月的12份和6月的19份,逼近7月的30份: 纵观近3年来的减持历史,英伟达内部人士抛售有2个密集时间节点,一是2024年6月-9月;二是今年的6月-9月。 对比股价,去年6-9月的均价约130美元,今年6-9月的均价在165左右: 从2024年6月后股价走势看,高管密集减持后,英伟达表现不佳,高管卖在了相对较高位置。 而今年高管密集减持后,英伟达最近股价走势较为疲软,远不及博通、台积电等AI龙头股,出现明显的疲态。 如果将焦点聚焦在英伟达灵魂人物黄仁勋身上,其本轮牛市的抛售始于2023年9月,密集抛售则集中在去年三季度和今年三季度。 对比股价,老黄卖的位置相当不错: 作为最懂英伟达价值的人,黄仁勋的操作让人深思。 有一句说得好,不要看他怎么说,而要看他怎么做! 黄仁勋在当前位置密集抛售,不管处于何种原因,给出的信号只有一个,即不看好后市。 如果黄仁勋认为英伟达后续还将大涨,甚至有翻倍空间,他又何必着急抛售? 因此,内部人士密集抛售,值得我们注意。 从估值上看,英伟达当前市销率超25倍,属于较高估值,如果能够按照分析师预测,未来2个季度营收保持50%的增长,今年年底的市销率估值将降至17倍,不算太高:","listText":"昨日,英伟达创始人黄仁勋减持7.5万股,套现1332万美元。 除老黄外,英伟达其他高管近期也在密集减持,如首席财务官Colette Kress在9月19日大笔减持14.58万股,套现2575万美元。 相比此前每日5000股左右的减持数量,Colette Kress明显加快了抛售力度: 除此之外,董事会成员Drell Persis也于近三个月来首次减持4万股,套现710万美元。 另一名董事Harvey C. Jones在9月18日大手笔减持25万股,套现4404万美元。 经SEC网站查询后,你会明显发现,进入9月后,144减持公告的数量明显增多,达到了26份,远高于8月的12份和6月的19份,逼近7月的30份: 纵观近3年来的减持历史,英伟达内部人士抛售有2个密集时间节点,一是2024年6月-9月;二是今年的6月-9月。 对比股价,去年6-9月的均价约130美元,今年6-9月的均价在165左右: 从2024年6月后股价走势看,高管密集减持后,英伟达表现不佳,高管卖在了相对较高位置。 而今年高管密集减持后,英伟达最近股价走势较为疲软,远不及博通、台积电等AI龙头股,出现明显的疲态。 如果将焦点聚焦在英伟达灵魂人物黄仁勋身上,其本轮牛市的抛售始于2023年9月,密集抛售则集中在去年三季度和今年三季度。 对比股价,老黄卖的位置相当不错: 作为最懂英伟达价值的人,黄仁勋的操作让人深思。 有一句说得好,不要看他怎么说,而要看他怎么做! 黄仁勋在当前位置密集抛售,不管处于何种原因,给出的信号只有一个,即不看好后市。 如果黄仁勋认为英伟达后续还将大涨,甚至有翻倍空间,他又何必着急抛售? 因此,内部人士密集抛售,值得我们注意。 从估值上看,英伟达当前市销率超25倍,属于较高估值,如果能够按照分析师预测,未来2个季度营收保持50%的增长,今年年底的市销率估值将降至17倍,不算太高:","text":"昨日,英伟达创始人黄仁勋减持7.5万股,套现1332万美元。 除老黄外,英伟达其他高管近期也在密集减持,如首席财务官Colette Kress在9月19日大笔减持14.58万股,套现2575万美元。 相比此前每日5000股左右的减持数量,Colette Kress明显加快了抛售力度: 除此之外,董事会成员Drell Persis也于近三个月来首次减持4万股,套现710万美元。 另一名董事Harvey C. Jones在9月18日大手笔减持25万股,套现4404万美元。 经SEC网站查询后,你会明显发现,进入9月后,144减持公告的数量明显增多,达到了26份,远高于8月的12份和6月的19份,逼近7月的30份: 纵观近3年来的减持历史,英伟达内部人士抛售有2个密集时间节点,一是2024年6月-9月;二是今年的6月-9月。 对比股价,去年6-9月的均价约130美元,今年6-9月的均价在165左右: 从2024年6月后股价走势看,高管密集减持后,英伟达表现不佳,高管卖在了相对较高位置。 而今年高管密集减持后,英伟达最近股价走势较为疲软,远不及博通、台积电等AI龙头股,出现明显的疲态。 如果将焦点聚焦在英伟达灵魂人物黄仁勋身上,其本轮牛市的抛售始于2023年9月,密集抛售则集中在去年三季度和今年三季度。 对比股价,老黄卖的位置相当不错: 作为最懂英伟达价值的人,黄仁勋的操作让人深思。 有一句说得好,不要看他怎么说,而要看他怎么做! 黄仁勋在当前位置密集抛售,不管处于何种原因,给出的信号只有一个,即不看好后市。 如果黄仁勋认为英伟达后续还将大涨,甚至有翻倍空间,他又何必着急抛售? 因此,内部人士密集抛售,值得我们注意。 从估值上看,英伟达当前市销率超25倍,属于较高估值,如果能够按照分析师预测,未来2个季度营收保持50%的增长,今年年底的市销率估值将降至17倍,不算太高:","images":[{"img":"https://static.tigerbbs.com/f15dce4becc7f09c1c0f215df04aa0ad","width":"1881","height":"795"},{"img":"https://static.tigerbbs.com/28be0b16cc8997666d646605eca3b135","width":"297","height":"751"},{"img":"https://static.tigerbbs.com/33bbde3ed41bfb19a03d851fcd00bbec","width":"1829","height":"810"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/482354231587328","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":231,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"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 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