吉林临江的个人主页 - 老虎社区

吉林临江

吉林临江

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IP属地：福建

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1粉丝

1主题

0勋章

06-03

$Oklo Inc.(OKLO)$ ppt公司

11-10

不，是缺电力，因为未来ai 更需要电

10-07

不用英伟达芯片了？

“股权换采购”！AMD与OpenAI的协议是“半导体历史上罕见”的

08-05

$APPLIED DIGITAL CORP(APLD)$ 垃圾股，做空了

10-30

$Oklo Inc.(OKLO)$ 射飞

10-29

华尔街的假消息

异动解读 | 诺基亚股价盘前大跌5.02%，投资者对英伟达合作前景存疑

10-17

要收购Ty了吗

甲骨文盘中大跌8%，投资者质疑AI云业务盈利能力

10-16

$Oklo Inc.(OKLO)$ 长期看好

10-08

$Oklo Inc.(OKLO)$ 表示看好

10-08

$NANO Nuclear Energy Inc(NNE)$ 高管增发？

10-02

$Destiny Tech100 Inc(DXYZ)$ 印度人公司，情绪股票。

09-28

$Oklo Inc.(OKLO)$ 是时候起飞了

09-23

加仓的好时机，

甲骨文盘初跌超5%，CEO突然变更引发市场担忧

09-20

$Destiny Tech100 Inc(DXYZ)$ dxyz的大饼，拿投资的钱去投资，会回报投资者吗

09-18

$阿斯麦(ASML)$ 感觉可以put了，做一些时间

08-21

$APPLIED DIGITAL CORP(APLD)$ 这个是什么垃圾股

07-17

$APPLIED DIGITAL CORP(APLD)$ 垃圾股

07-17

$Rocket Lab USA, Inc.(RKLB)$ 真不值钱这个价格

07-16

$Vistra Energy Corp.(VST)$

07-15

$博通(AVGO)$ 350应该在这个位置

去老虎APP查看更多动态

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射飞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494765786161232","isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494423605347168,"gmtCreate":1761727119420,"gmtModify":1761727121647,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207886966494232","authorIdStr":"4207886966494232"},"themes":[],"htmlText":"华尔街的假消息","listText":"华尔街的假消息","text":"华尔街的假消息","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494423605347168","repostId":"1171544404","repostType":2,"repost":{"id":"1171544404","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1761725434,"share":"https://www.laohu8.com/m/news/1171544404?lang=&edition=full","pubTime":"2025-10-29 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Hotard在声明中表示：\"电信的下一次飞跃不仅仅是从5G到6G，而是对网络进行根本性的重新设计，以提供人工智能驱动的连接，能够处理从数据中心一直到边缘的智能。我们与NVIDIA的合作将加速AI-RAN创新，让AI数据中心成为每个人的口袋。\"</p>\n\n<p>尽管如此，市场似乎需要更多时间来消化这一合作的潜在影响。诺基亚股价在盘前的回落，反映了投资者对公司转型和未来增长前景的谨慎态度。随着更多细节的披露和合作的推进，市场对诺基亚的评估可能会进一步调整。</p>","source":"ai_movement_cn","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>异动解读 | 诺基亚股价盘前大跌5.02%，投资者对英伟达合作前景存疑</title>\n<style 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16:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周三（10月29日）盘前交易中，诺基亚（Nokia）股价大跌5.02%，报7.38美元。这一跌幅来自投资者对该公司与英伟达（Nvidia）最新合作前景的担忧。</p>\n\n<p>此前一天，诺基亚宣布英伟达将向其投资10亿美元，双方将在人工智能无线接入网（AI-RAN）和6G技术领域展开合作。根据协议，英伟达将以每股6.01美元的价格认购诺基亚约1.66亿股新股，这将使英伟达持有诺基亚2.9%的股份。</p>\n\n<p>尽管这项合作在周二推动诺基亚股价大涨22%，但投资者似乎开始对这一合作的长期前景产生质疑。有分析认为，虽然AI-RAN市场潜力巨大，但诺基亚能否在这一领域获得显著突破还有待观察。</p>\n\n<p>诺基亚CEO Justin Hotard在声明中表示：\"电信的下一次飞跃不仅仅是从5G到6G，而是对网络进行根本性的重新设计，以提供人工智能驱动的连接，能够处理从数据中心一直到边缘的智能。我们与NVIDIA的合作将加速AI-RAN创新，让AI数据中心成为每个人的口袋。\"</p>\n\n<p>尽管如此，市场似乎需要更多时间来消化这一合作的潜在影响。诺基亚股价在盘前的回落，反映了投资者对公司转型和未来增长前景的谨慎态度。随着更多细节的披露和合作的推进，市场对诺基亚的评估可能会进一步调整。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NOK":"诺基亚"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171544404","content_text":"周三（10月29日）盘前交易中，诺基亚（Nokia）股价大跌5.02%，报7.38美元。这一跌幅来自投资者对该公司与英伟达（Nvidia）最新合作前景的担忧。\n此前一天，诺基亚宣布英伟达将向其投资10亿美元，双方将在人工智能无线接入网（AI-RAN）和6G技术领域展开合作。根据协议，英伟达将以每股6.01美元的价格认购诺基亚约1.66亿股新股，这将使英伟达持有诺基亚2.9%的股份。\n尽管这项合作在周二推动诺基亚股价大涨22%，但投资者似乎开始对这一合作的长期前景产生质疑。有分析认为，虽然AI-RAN市场潜力巨大，但诺基亚能否在这一领域获得显著突破还有待观察。\n诺基亚CEO Justin Hotard在声明中表示：\"电信的下一次飞跃不仅仅是从5G到6G，而是对网络进行根本性的重新设计，以提供人工智能驱动的连接，能够处理从数据中心一直到边缘的智能。我们与NVIDIA的合作将加速AI-RAN创新，让AI数据中心成为每个人的口袋。\"\n尽管如此，市场似乎需要更多时间来消化这一合作的潜在影响。诺基亚股价在盘前的回落，反映了投资者对公司转型和未来增长前景的谨慎态度。随着更多细节的披露和合作的推进，市场对诺基亚的评估可能会进一步调整。","news_type":1,"symbols_score_info":{"NOK":1}},"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":490402292740552,"gmtCreate":1760715476028,"gmtModify":1760715478409,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207886966494232","authorIdStr":"4207886966494232"},"themes":[],"htmlText":"要收购Ty了吗","listText":"要收购Ty了吗","text":"要收购Ty了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/490402292740552","repostId":"1157852882","repostType":2,"repost":{"id":"1157852882","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1760708077,"share":"https://www.laohu8.com/m/news/1157852882?lang=&edition=full","pubTime":"2025-10-17 21:34","market":"us","language":"zh","title":"甲骨文盘中大跌8%，投资者质疑AI云业务盈利能力","url":"https://stock-news.laohu8.com/highlight/detail?id=1157852882","media":"异动解读","summary":"分析师对甲骨文的前景看法不一。","content":"<html><head></head><body><p>周五， <a href=\"https://laohu8.com/S/ORCL\">甲骨文</a> 低开低走，盘中跌幅扩大至8%。在周四举行的AI World大会上，甲骨文宣布了一系列令人瞩目的业务目标。公司预计到2030财年云基础设施收入将达到1660亿美元，占总收入的近75%。联席CEO克莱·马古伊克还表示，公司在过去30天内已签订了价值650亿美元的新云基础设施合同。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c1fb4057138f4ac3415b9d79ddb0eb1\" tg-width=\"560\" tg-height=\"240\"/></p><p>然而，有报道质疑甲骨文AI云业务的盈利能力。<strong>据The Information报道，该公司过去五个季度GPU租赁业务的毛利率仅为16%左右。</strong>对此，马古伊克回应称，考虑到整个客户合同周期，AI基础设施业务的调整后毛利率预计将达到30%至40%。</p><p>分析师对甲骨文的前景看法不一。巴克莱将公司目标价上调至400美元，而部分华尔街分析师则对甲骨文实现如此快速增长的能力表示怀疑。投资者似乎更倾向于后一种观点，导致股价下跌。</p><p>尽管甲骨文在AI和云计算领域扩张势头强劲，但投资者显然担心这种快速增长可能会影响公司的盈利能力。未来几个季度的财务表现将是验证甲骨文战略的关键。</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>甲骨文盘中大跌8%，投资者质疑AI云业务盈利能力</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; 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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甲骨文盘中大跌8%，投资者质疑AI云业务盈利能力\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-10-17 21:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周五， <a href=\"https://laohu8.com/S/ORCL\">甲骨文</a> 低开低走，盘中跌幅扩大至8%。在周四举行的AI World大会上，甲骨文宣布了一系列令人瞩目的业务目标。公司预计到2030财年云基础设施收入将达到1660亿美元，占总收入的近75%。联席CEO克莱·马古伊克还表示，公司在过去30天内已签订了价值650亿美元的新云基础设施合同。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c1fb4057138f4ac3415b9d79ddb0eb1\" tg-width=\"560\" tg-height=\"240\"/></p><p>然而，有报道质疑甲骨文AI云业务的盈利能力。<strong>据The Information报道，该公司过去五个季度GPU租赁业务的毛利率仅为16%左右。</strong>对此，马古伊克回应称，考虑到整个客户合同周期，AI基础设施业务的调整后毛利率预计将达到30%至40%。</p><p>分析师对甲骨文的前景看法不一。巴克莱将公司目标价上调至400美元，而部分华尔街分析师则对甲骨文实现如此快速增长的能力表示怀疑。投资者似乎更倾向于后一种观点，导致股价下跌。</p><p>尽管甲骨文在AI和云计算领域扩张势头强劲，但投资者显然担心这种快速增长可能会影响公司的盈利能力。未来几个季度的财务表现将是验证甲骨文战略的关键。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c35c8a27605936ee42c5dc8842ec36a","relate_stocks":{"ORCL":"甲骨文"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157852882","content_text":"周五， 甲骨文 低开低走，盘中跌幅扩大至8%。在周四举行的AI World大会上，甲骨文宣布了一系列令人瞩目的业务目标。公司预计到2030财年云基础设施收入将达到1660亿美元，占总收入的近75%。联席CEO克莱·马古伊克还表示，公司在过去30天内已签订了价值650亿美元的新云基础设施合同。然而，有报道质疑甲骨文AI云业务的盈利能力。据The Information报道，该公司过去五个季度GPU租赁业务的毛利率仅为16%左右。对此，马古伊克回应称，考虑到整个客户合同周期，AI基础设施业务的调整后毛利率预计将达到30%至40%。分析师对甲骨文的前景看法不一。巴克莱将公司目标价上调至400美元，而部分华尔街分析师则对甲骨文实现如此快速增长的能力表示怀疑。投资者似乎更倾向于后一种观点，导致股价下跌。尽管甲骨文在AI和云计算领域扩张势头强劲，但投资者显然担心这种快速增长可能会影响公司的盈利能力。未来几个季度的财务表现将是验证甲骨文战略的关键。","news_type":1,"symbols_score_info":{"ORCL":1}},"isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489686174987016,"gmtCreate":1760579815194,"gmtModify":1760579817181,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207886966494232","authorIdStr":"4207886966494232"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OKLO\">$Oklo Inc.(OKLO)$&nbsp;</a><v-v data-views=\"1\"></v-v> 长期看好","listText":"<a href=\"https://laohu8.com/S/OKLO\">$Oklo Inc.(OKLO)$&nbsp;</a><v-v data-views=\"1\"></v-v> 长期看好","text":"$Oklo Inc.(OKLO)$ 长期看好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489686174987016","isVote":1,"tweetType":1,"viewCount":482,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487047702876912,"gmtCreate":1759936965969,"gmtModify":1759936967860,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207886966494232","authorIdStr":"4207886966494232"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OKLO\">$Oklo Inc.(OKLO)$&nbsp;</a><v-v data-views=\"1\"></v-v> 表示看好","listText":"<a href=\"https://laohu8.com/S/OKLO\">$Oklo Inc.(OKLO)$&nbsp;</a><v-v data-views=\"1\"></v-v> 表示看好","text":"$Oklo Inc.(OKLO)$ 表示看好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487047702876912","isVote":1,"tweetType":1,"viewCount":779,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":487048866582816,"gmtCreate":1759936877474,"gmtModify":1759936879265,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207886966494232","authorIdStr":"4207886966494232"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NNE\">$NANO Nuclear Energy Inc(NNE)$&nbsp;</a><v-v data-views=\"0\"></v-v> 高管增发？","listText":"<a href=\"https://laohu8.com/S/NNE\">$NANO Nuclear Energy Inc(NNE)$&nbsp;</a><v-v data-views=\"0\"></v-v> 高管增发？","text":"$NANO Nuclear Energy Inc(NNE)$ 高管增发？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/487048866582816","isVote":1,"tweetType":1,"viewCount":200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":486512667701456,"gmtCreate":1759806297980,"gmtModify":1759806300263,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207886966494232","authorIdStr":"4207886966494232"},"themes":[],"htmlText":"不用英伟达芯片了？","listText":"不用英伟达芯片了？","text":"不用英伟达芯片了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/486512667701456","repostId":"2573529933","repostType":2,"repost":{"id":"2573529933","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":1759804860,"share":"https://www.laohu8.com/m/news/2573529933?lang=&edition=full","pubTime":"2025-10-07 10:41","market":"fut","language":"zh","title":"“股权换采购”！AMD与OpenAI的协议是“半导体历史上罕见”的","url":"https://stock-news.laohu8.com/highlight/detail?id=2573529933","media":"华尔街见闻","summary":"该协议本质上是一种金融工具，将硬件销售转化为股权配置。该结构将AMD估值与OpenAI基础设施增长挂钩，同时也为OpenAI提供自筹资金途径，认股权证升值可资助后续GPU采购，减少直接资本支出需求。若AMD股价涨至600美元，OpenAI的1.6亿股份总价值将达960亿美元，约等于协议中硬件设备价值。","content":"<html><head></head><body><blockquote><p>该协议本质上是一种金融工具，将硬件销售转化为股权配置。该结构将AMD估值与OpenAI基础设施增长挂钩，同时也为OpenAI提供自筹资金途径，认股权证升值可资助后续GPU采购，减少直接资本支出需求。若AMD股价涨至600美元，OpenAI的1.6亿股份总价值将达960亿美元，约等于协议中硬件设备价值。</p></blockquote><p><a href=\"https://laohu8.com/S/AMD\">AMD</a>与OpenAI宣布了一项高达900亿美元的GPU供应协议，采用前所未有的&#34;股权换采购&#34;模式，将传统的硬件供应转化为股权激励机制。这一结构性创新可能重新定义AI基础设施的融资方式。</p><p>据硬AI，10月6日OpenAI宣布将采购和部署多达6吉瓦的AMD Instinct系列GPU，潜在销售额高达900亿美元。作为交换，AMD向OpenAI发行了以每股0.01美元行权价购买至多1.6亿股AMD股票的认股权证。</p><p><strong>根据计算，如果未来AMD股价涨至600美元，那么OpenAI潜在的1.6亿股股份，总价值将达到960亿美元，这个金额大致相当于协议交易中涉及的硬件设备价值。</strong>正如网友评论：</p><blockquote><p>看起来，该交易表明，如果AMD股价达到600美元并且达到GPU部署里程碑，OpenAI将免费获得10%的股份。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/471c7e436b350d28a05261ba00023bb2\" title=\"\" tg-width=\"736\" tg-height=\"333\"/></p></blockquote><p>AMD首席执行官苏姿丰称之为“双赢”，而OpenAI首席执行官Sam Altman则强调了“海量算力”对于实现AI潜力的必要性。</p><p><strong>分析师认为，表面上这只是一项供应协议。但其本质可以被视为一种金融工具，将AI硬件销售转化为股权配置，将AMD的长期估值与OpenAI的基础设施增长直接挂钩。</strong></p><p>即使考虑股权稀释，6吉瓦需求给AMD带来的企业价值提升远超新增股份发行的影响。消息发布后，AMD周一股价飙升近24%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b6209dbd39fb3669890e670a49ad0fb\" tg-width=\"560\" tg-height=\"240\"/></p><p>（AMD股价一度高开至220美元上方）</p><h2 id=\"id_1130788324\">名为采购，实为深度捆绑</h2><p>分析认为，这项协议的精妙之处在于其金融结构。</p><p>AMD的8-<a href=\"https://laohu8.com/S/TKKD.SI\">K</a>文件显示，这份认股权证在设计上使其功能等同于一项基于业绩的股权激励，而非传统的股权稀释，AMD无需放弃治理控制权或董事会代表权。</p><p>每股0.01美元的名义行权价，意味着一旦行权条件满足，同时OpenAI几乎可以零成本获得AMD股票，其回报完全取决于两大核心支柱，<strong>运营执行与市场表现</strong>。具体来看：</p><blockquote><ul style=\"\"><li><p>第一部分股权与首批一吉瓦的MI450系列GPU部署挂钩，将于2026年下半年开始，一旦硬件交付并被接受，这部分股权即告归属。</p></li><li><p>其余股权的解锁则与两个动态变量绑定——OpenAI后续的GPU采购量以及AMD的股价。</p></li></ul></blockquote><p>这种设计创造了一种强大的共生关系。<strong>OpenAI只有在实际采购并部署了AMD的硬件，并且这一举措有效推动了AMD数据中心业务增长、进而获得资本市场认可（体现为股价上涨）时，才能获得全部股权收益</strong>。</p><p><strong>协议的有效期至2030年10月，未归属的股份将自动作废。</strong>AMD同时保留了反稀释和转让限制条款，确保OpenAI不能随意出售或转让该认股权证。</p><h2 id=\"id_2360723049\">AMD与OpenAI的双赢算盘</h2><p>从财务和战略层面看，该协议为双方都创造了显著价值。</p><p><strong>对于AMD而言，这是一种创新的客户获取方式。</strong>它将传统的前期折扣或返点成本，转化为与未来业绩挂钩的股权成本，既锁定了至少一吉瓦的确定性收入，又将股权稀释的风险与实际的业务增长捆绑。</p><p>这为AMD的下一代数据中心GPU——MI450系列及其Helios机架级平台， 创造了一个关键的旗舰客户和市场验证机会。</p><p><strong>对于OpenAI，该协议一举解决了两大战略难题。</strong></p><p><strong>首先，</strong>它在供应紧张的市场中确保了非<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>硬件的稳定来源，实现了供应商多元化。</p><p><strong>其次，</strong>它创造了一条潜在的“自筹资金”路径。<strong>随着采购里程碑的达成和AMD股价的上涨，OpenAI持有的已归属股票价值随之增加，其变现所得可以用于资助后续的GPU采购，有效对冲了AI基础设施巨大的资本开支压力。</strong></p><h2 id=\"id_1607682847\">行业新范式：重塑AI基础设施融资模式</h2><p>这笔交易的深远意义在于，它标志着AI算力正从一项单纯的资本支出，演变为一种可被金融化、证券化的资产类别。</p><p>分析认为，它也清晰地展示了与行业领导者英伟达不同的生态系统构建范式：</p><blockquote><ul style=\"\"><li><p><strong>英伟达</strong>的星际之门等项目，依赖于与<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>等巨头直接共同投资，通过大规模资本部署将合作伙伴锁定在其垂直整合的基础设施中。</p></li><li><p><strong><a href=\"https://laohu8.com/S/INTC\">英特尔</a></strong>则通过引入英伟达、软银和美国政府的共同注资，来分摊其晶圆厂扩建的财务压力，模糊了供应商、客户乃至竞争对手的界限。</p></li></ul></blockquote><p><strong>AMD的模式则不同。</strong>它并未要求合作伙伴直接出资共建，而是保持了商业交易的核心，即OpenAI仍需全额购买硬件。</p><p>但通过叠加股权激励，AMD巧妙地将客户的“消费行为”转化为一种“投资行为”，激励客户通过扩大自身采购来分享供应商的成长红利。</p><p>分析指出这种模式可能对那些资本实力不及顶级巨头、但同样寻求与半导体伙伴深度结盟的AI公司和云服务商更具吸引力。</p><h2 id=\"id_3925250676\">执行风险与市场前景</h2><p>尽管前景光明，但这项宏大协议依然面临诸多风险与不确定性。</p><p><strong>首先，协议细节存在不透明之处。</strong>AMD在其公开文件中隐去了关键的股权归属时间表和具体的技术触发条件，这使得外界难以精确预测收入确认与股权归属的节奏。</p><p><strong>其次，六吉瓦的目标是一个上限，而非硬性承诺</strong>。目前OpenAI的约束性承诺仅限于首批一吉瓦的部署，后续采购完全取决于未来的业务需求和业绩表现。<strong>如果OpenAI的扩张放缓，后续的股权激励可能永远无法兑现。</strong></p><p><strong>最后，执行风险是AMD面临的最大挑战</strong>。交付如此规模的GPU集群，需要AMD在未来数年内维持稳定的供应链，包括晶圆代工产能、基板和高带宽内存（HBM）的供应。</p><p>据分析师电话会议透露，AMD已为此进行了多年的供应链投资布局，但任何环节的中断都可能导致交付延迟。此外，物理部署也受限于变压器交付周期、电网审批等因素，这同样是整个行业面临的普遍瓶颈。</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>“股权换采购”！AMD与OpenAI的协议是“半导体历史上罕见”的</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“股权换采购”！AMD与OpenAI的协议是“半导体历史上罕见”的\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-07 10:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3756740><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>该协议本质上是一种金融工具，将硬件销售转化为股权配置。该结构将AMD估值与OpenAI基础设施增长挂钩，同时也为OpenAI提供自筹资金途径，认股权证升值可资助后续GPU采购，减少直接资本支出需求。若AMD股价涨至600美元，OpenAI的1.6亿股份总价值将达960亿美元，约等于协议中硬件设备价值。AMD与OpenAI宣布了一项高达900亿美元的GPU供应协议，采用前所未有的\"股权换采购\"模式，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3756740\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9035047aab1628fa23df810d4986f063","relate_stocks":{"LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","SOXL":"三倍做多半导体ETF-Direxion Daily","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4612":"AI芯片","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4614":"Manus概念股","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","BK4588":"碎股","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY 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Funds - Multi-Manager Alternatives A (acc) SGD","BK4566":"资本集团","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","SMH":"半导体指数ETF-HOLDRs","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","BK4529":"IDC概念","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4575":"芯片概念","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC"},"source_url":"https://wallstreetcn.com/articles/3756740","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2573529933","content_text":"该协议本质上是一种金融工具，将硬件销售转化为股权配置。该结构将AMD估值与OpenAI基础设施增长挂钩，同时也为OpenAI提供自筹资金途径，认股权证升值可资助后续GPU采购，减少直接资本支出需求。若AMD股价涨至600美元，OpenAI的1.6亿股份总价值将达960亿美元，约等于协议中硬件设备价值。AMD与OpenAI宣布了一项高达900亿美元的GPU供应协议，采用前所未有的\"股权换采购\"模式，将传统的硬件供应转化为股权激励机制。这一结构性创新可能重新定义AI基础设施的融资方式。据硬AI，10月6日OpenAI宣布将采购和部署多达6吉瓦的AMD Instinct系列GPU，潜在销售额高达900亿美元。作为交换，AMD向OpenAI发行了以每股0.01美元行权价购买至多1.6亿股AMD股票的认股权证。根据计算，如果未来AMD股价涨至600美元，那么OpenAI潜在的1.6亿股股份，总价值将达到960亿美元，这个金额大致相当于协议交易中涉及的硬件设备价值。正如网友评论：看起来，该交易表明，如果AMD股价达到600美元并且达到GPU部署里程碑，OpenAI将免费获得10%的股份。AMD首席执行官苏姿丰称之为“双赢”，而OpenAI首席执行官Sam Altman则强调了“海量算力”对于实现AI潜力的必要性。分析师认为，表面上这只是一项供应协议。但其本质可以被视为一种金融工具，将AI硬件销售转化为股权配置，将AMD的长期估值与OpenAI的基础设施增长直接挂钩。即使考虑股权稀释，6吉瓦需求给AMD带来的企业价值提升远超新增股份发行的影响。消息发布后，AMD周一股价飙升近24%。（AMD股价一度高开至220美元上方）名为采购，实为深度捆绑分析认为，这项协议的精妙之处在于其金融结构。AMD的8-K文件显示，这份认股权证在设计上使其功能等同于一项基于业绩的股权激励，而非传统的股权稀释，AMD无需放弃治理控制权或董事会代表权。每股0.01美元的名义行权价，意味着一旦行权条件满足，同时OpenAI几乎可以零成本获得AMD股票，其回报完全取决于两大核心支柱，运营执行与市场表现。具体来看：第一部分股权与首批一吉瓦的MI450系列GPU部署挂钩，将于2026年下半年开始，一旦硬件交付并被接受，这部分股权即告归属。其余股权的解锁则与两个动态变量绑定——OpenAI后续的GPU采购量以及AMD的股价。这种设计创造了一种强大的共生关系。OpenAI只有在实际采购并部署了AMD的硬件，并且这一举措有效推动了AMD数据中心业务增长、进而获得资本市场认可（体现为股价上涨）时，才能获得全部股权收益。协议的有效期至2030年10月，未归属的股份将自动作废。AMD同时保留了反稀释和转让限制条款，确保OpenAI不能随意出售或转让该认股权证。AMD与OpenAI的双赢算盘从财务和战略层面看，该协议为双方都创造了显著价值。对于AMD而言，这是一种创新的客户获取方式。它将传统的前期折扣或返点成本，转化为与未来业绩挂钩的股权成本，既锁定了至少一吉瓦的确定性收入，又将股权稀释的风险与实际的业务增长捆绑。这为AMD的下一代数据中心GPU——MI450系列及其Helios机架级平台， 创造了一个关键的旗舰客户和市场验证机会。对于OpenAI，该协议一举解决了两大战略难题。首先，它在供应紧张的市场中确保了非英伟达硬件的稳定来源，实现了供应商多元化。其次，它创造了一条潜在的“自筹资金”路径。随着采购里程碑的达成和AMD股价的上涨，OpenAI持有的已归属股票价值随之增加，其变现所得可以用于资助后续的GPU采购，有效对冲了AI基础设施巨大的资本开支压力。行业新范式：重塑AI基础设施融资模式这笔交易的深远意义在于，它标志着AI算力正从一项单纯的资本支出，演变为一种可被金融化、证券化的资产类别。分析认为，它也清晰地展示了与行业领导者英伟达不同的生态系统构建范式：英伟达的星际之门等项目，依赖于与微软、甲骨文等巨头直接共同投资，通过大规模资本部署将合作伙伴锁定在其垂直整合的基础设施中。英特尔则通过引入英伟达、软银和美国政府的共同注资，来分摊其晶圆厂扩建的财务压力，模糊了供应商、客户乃至竞争对手的界限。AMD的模式则不同。它并未要求合作伙伴直接出资共建，而是保持了商业交易的核心，即OpenAI仍需全额购买硬件。但通过叠加股权激励，AMD巧妙地将客户的“消费行为”转化为一种“投资行为”，激励客户通过扩大自身采购来分享供应商的成长红利。分析指出这种模式可能对那些资本实力不及顶级巨头、但同样寻求与半导体伙伴深度结盟的AI公司和云服务商更具吸引力。执行风险与市场前景尽管前景光明，但这项宏大协议依然面临诸多风险与不确定性。首先，协议细节存在不透明之处。AMD在其公开文件中隐去了关键的股权归属时间表和具体的技术触发条件，这使得外界难以精确预测收入确认与股权归属的节奏。其次，六吉瓦的目标是一个上限，而非硬性承诺。目前OpenAI的约束性承诺仅限于首批一吉瓦的部署，后续采购完全取决于未来的业务需求和业绩表现。如果OpenAI的扩张放缓，后续的股权激励可能永远无法兑现。最后，执行风险是AMD面临的最大挑战。交付如此规模的GPU集群，需要AMD在未来数年内维持稳定的供应链，包括晶圆代工产能、基板和高带宽内存（HBM）的供应。据分析师电话会议透露，AMD已为此进行了多年的供应链投资布局，但任何环节的中断都可能导致交付延迟。此外，物理部署也受限于变压器交付周期、电网审批等因素，这同样是整个行业面临的普遍瓶颈。","news_type":1,"symbols_score_info":{"AMD":1.5,"GFS":1.5,"SMH":0.6,"SOXL":1.5,"SOXX":0.6}},"isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088301988077380","authorId":"4088301988077380","name":"nisyigg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"idStr":"4088301988077380","authorIdStr":"4088301988077380"},"content":"都用吧，英伟达的服务器带着英特尔cpu，再带上AMD也是属于雨露均沾了","text":"都用吧，英伟达的服务器带着英特尔cpu，再带上AMD也是属于雨露均沾了","html":"都用吧，英伟达的服务器带着英特尔cpu，再带上AMD也是属于雨露均沾了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":484880528289984,"gmtCreate":1759407777207,"gmtModify":1759407778994,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207886966494232","authorIdStr":"4207886966494232"},"themes":[],"htmlText":"<a 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是时候起飞了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/483330814267480","isVote":1,"tweetType":1,"viewCount":778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481749945426712,"gmtCreate":1758638418883,"gmtModify":1758638421142,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207886966494232","authorIdStr":"4207886966494232"},"themes":[],"htmlText":"加仓的好时机，","listText":"加仓的好时机，","text":"加仓的好时机，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481749945426712","repostId":"1160051969","repostType":2,"repost":{"id":"1160051969","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":1758636718,"share":"https://www.laohu8.com/m/news/1160051969?lang=&edition=full","pubTime":"2025-09-23 22:11","market":"us","language":"zh","title":"甲骨文盘初跌超5%，CEO突然变更引发市场担忧","url":"https://stock-news.laohu8.com/highlight/detail?id=1160051969","media":"老虎资讯综合","summary":"Sicilia Michael D.累计减持2次。","content":"<html><head></head><body><p>周二， <a href=\"https://laohu8.com/S/ORCL\">甲骨文</a> 开盘后走低，盘中跌逾5%，截至发稿跌幅超4%。甲骨文周一宣布了一项重大领导层变动，任命两位内部高管Clay Magouyrk和Mike Sicilia担任联合首席执行官，而原任职11年的CEO Safra Catz将转任董事会执行副主席。这一突然的领导层调整引发了投资者对公司未来发展方向的担忧。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/31ea41d57b73e415af424cfbfb73e3ed\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">市场对甲骨文近期与OpenAI签订的大额云服务合同也表示质疑。虽然这份5年3000亿美元的合同曾推动甲骨文股价大涨，但投资者开始担心OpenAI是否有足够的现金流来支付如此巨额的合同金额。同时，甲骨文为跟上AI热潮而进行的大规模支出已经超过了其现金流，公司的债务负担也远高于其他云服务提供商。</p><p style=\"text-align: start;\">分析师指出，尽管甲骨文在云计算和AI领域展现出积极态度，但高层变动和财务压力可能会影响公司的长期发展。市场将密切关注新任联合CEO如何应对这些挑战，以及公司在竞争激烈的AI云服务市场中的表现。</p><p>此外，甲骨文高管Sicilia Michael D.拟于2025年9月23日出售33,845股甲骨文普通股，总市值约为1087万美元。过去三个月内，Sicilia Michael D.累计减持2次，共计32,203股。</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>甲骨文盘初跌超5%，CEO突然变更引发市场担忧</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; 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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甲骨文盘初跌超5%，CEO突然变更引发市场担忧\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-09-23 22:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周二， <a href=\"https://laohu8.com/S/ORCL\">甲骨文</a> 开盘后走低，盘中跌逾5%，截至发稿跌幅超4%。甲骨文周一宣布了一项重大领导层变动，任命两位内部高管Clay Magouyrk和Mike Sicilia担任联合首席执行官，而原任职11年的CEO Safra Catz将转任董事会执行副主席。这一突然的领导层调整引发了投资者对公司未来发展方向的担忧。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/31ea41d57b73e415af424cfbfb73e3ed\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">市场对甲骨文近期与OpenAI签订的大额云服务合同也表示质疑。虽然这份5年3000亿美元的合同曾推动甲骨文股价大涨，但投资者开始担心OpenAI是否有足够的现金流来支付如此巨额的合同金额。同时，甲骨文为跟上AI热潮而进行的大规模支出已经超过了其现金流，公司的债务负担也远高于其他云服务提供商。</p><p style=\"text-align: start;\">分析师指出，尽管甲骨文在云计算和AI领域展现出积极态度，但高层变动和财务压力可能会影响公司的长期发展。市场将密切关注新任联合CEO如何应对这些挑战，以及公司在竞争激烈的AI云服务市场中的表现。</p><p>此外，甲骨文高管Sicilia Michael D.拟于2025年9月23日出售33,845股甲骨文普通股，总市值约为1087万美元。过去三个月内，Sicilia Michael D.累计减持2次，共计32,203股。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5a763433a3b9770e33abe759e6bf88d9","relate_stocks":{"ORCL":"甲骨文"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160051969","content_text":"周二， 甲骨文 开盘后走低，盘中跌逾5%，截至发稿跌幅超4%。甲骨文周一宣布了一项重大领导层变动，任命两位内部高管Clay Magouyrk和Mike Sicilia担任联合首席执行官，而原任职11年的CEO Safra Catz将转任董事会执行副主席。这一突然的领导层调整引发了投资者对公司未来发展方向的担忧。市场对甲骨文近期与OpenAI签订的大额云服务合同也表示质疑。虽然这份5年3000亿美元的合同曾推动甲骨文股价大涨，但投资者开始担心OpenAI是否有足够的现金流来支付如此巨额的合同金额。同时，甲骨文为跟上AI热潮而进行的大规模支出已经超过了其现金流，公司的债务负担也远高于其他云服务提供商。分析师指出，尽管甲骨文在云计算和AI领域展现出积极态度，但高层变动和财务压力可能会影响公司的长期发展。市场将密切关注新任联合CEO如何应对这些挑战，以及公司在竞争激烈的AI云服务市场中的表现。此外，甲骨文高管Sicilia Michael D.拟于2025年9月23日出售33,845股甲骨文普通股，总市值约为1087万美元。过去三个月内，Sicilia Michael D.累计减持2次，共计32,203股。","news_type":1,"symbols_score_info":{"ORCL":1.1}},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":480571308282248,"gmtCreate":1758350664481,"gmtModify":1758350666307,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207886966494232","authorIdStr":"4207886966494232"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DXYZ\">$Destiny 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16:54","market":"us","language":"zh","title":"盘前异动 | Cyngn涨幅一度扩大至80%，获英伟达合作后隔夜已涨超170%","url":"https://stock-news.laohu8.com/highlight/detail?id=1136894213","media":"老虎资讯综合","summary":"本周五美股盘前时段，自动驾驶公司 $Cyngn Inc$ 涨幅一度扩大至80%，截至发稿报23.24美元，涨幅70.88%：英伟达周二在官方博客发布了一份新闻稿，题为《英伟达及其合作伙伴在Automatica展会上重点展示下一代机器人、自动化和AI技术》。新闻稿提到，Cyngn是自主移动机器人领域的先驱，目前正在将其DriveMod技术集成到英伟达的“Isaac Sim”中，以实现对先进自主操作的大规模、高保真虚拟测试。","content":"<html><head></head><body><p>本周五（6月27日）美股盘前时段，自动驾驶公司 <a href=\"https://laohu8.com/S/CYN\">Cyngn Inc</a> 涨幅一度扩大至80%，截至发稿报23.24美元，涨幅70.88%，公司隔夜已涨超170%：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd41cb6fbca0740ea8e3f6d1cf432440\" title=\"\" tg-width=\"1260\" tg-height=\"1297\"/></p><p>英伟达周二（6月24日）在官方博客发布了一份新闻稿，题为《英伟达及其合作伙伴在Automatica展会上重点展示下一代机器人、自动化和AI技术》。</p><p style=\"text-align: justify;\">Automatica是德国慕尼黑机器人及自动化技术展览会，英伟达写道，“欧洲正走在下一波由人工智能驱动的工业自动化浪潮的前沿。”</p><p style=\"text-align: justify;\">新闻稿提到，Cyngn是自主移动机器人领域的先驱，目前正在将其DriveMod技术集成到英伟达的“Isaac Sim”中，以实现对先进自主操作的大规模、高保真虚拟测试。</p><p style=\"text-align: justify;\">据新闻稿介绍，DriveMod专为工业应用而设计，目前已部署在Motrec MT-160牵引车等车辆上，为物料搬运作业提供先进的自动化功能。</p><p style=\"text-align: justify;\">Cyngn表示，正如英伟达在其最新博客文章中指出的，Cyngn是少数几家采用Isaac技术、在现实复杂环境中推进安全且可扩展自动化的机器人创新企业之一。</p><p style=\"text-align: justify;\">Cyngn声称，基于NVIDIA Isaac平台，并搭载自主开发的DriveMod软件，打造的工业级自动驾驶车辆，已在商业场景中投入使用，有效降低人工成本、提升产能，并增强作业安全性。</p><p style=\"text-align: justify;\">据了解，Cyngn前身为Cyanogen，曾经开发了知名安卓ROM CyanogenMod，是许多刷机爱好者的最爱。但由于刷机人气渐冷，公司后来转型进入自动驾驶技术行业，沉寂了多年。</p><p style=\"text-align: justify;\">Cyngn首席执行官Lior Tal表示：“与英伟达的合作进一步巩固了我们的使命，即打造前沿的自动驾驶车辆，为工业运营商带来切实的投资回报。”</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>盘前异动 | Cyngn涨幅一度扩大至80%，获英伟达合作后隔夜已涨超170%</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; 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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盘前异动 | Cyngn涨幅一度扩大至80%，获英伟达合作后隔夜已涨超170%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-06-27 16:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>本周五（6月27日）美股盘前时段，自动驾驶公司 <a href=\"https://laohu8.com/S/CYN\">Cyngn Inc</a> 涨幅一度扩大至80%，截至发稿报23.24美元，涨幅70.88%，公司隔夜已涨超170%：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cd41cb6fbca0740ea8e3f6d1cf432440\" title=\"\" tg-width=\"1260\" tg-height=\"1297\"/></p><p>英伟达周二（6月24日）在官方博客发布了一份新闻稿，题为《英伟达及其合作伙伴在Automatica展会上重点展示下一代机器人、自动化和AI技术》。</p><p style=\"text-align: justify;\">Automatica是德国慕尼黑机器人及自动化技术展览会，英伟达写道，“欧洲正走在下一波由人工智能驱动的工业自动化浪潮的前沿。”</p><p style=\"text-align: justify;\">新闻稿提到，Cyngn是自主移动机器人领域的先驱，目前正在将其DriveMod技术集成到英伟达的“Isaac Sim”中，以实现对先进自主操作的大规模、高保真虚拟测试。</p><p style=\"text-align: justify;\">据新闻稿介绍，DriveMod专为工业应用而设计，目前已部署在Motrec MT-160牵引车等车辆上，为物料搬运作业提供先进的自动化功能。</p><p style=\"text-align: justify;\">Cyngn表示，正如英伟达在其最新博客文章中指出的，Cyngn是少数几家采用Isaac技术、在现实复杂环境中推进安全且可扩展自动化的机器人创新企业之一。</p><p style=\"text-align: justify;\">Cyngn声称，基于NVIDIA Isaac平台，并搭载自主开发的DriveMod软件，打造的工业级自动驾驶车辆，已在商业场景中投入使用，有效降低人工成本、提升产能，并增强作业安全性。</p><p style=\"text-align: justify;\">据了解，Cyngn前身为Cyanogen，曾经开发了知名安卓ROM CyanogenMod，是许多刷机爱好者的最爱。但由于刷机人气渐冷，公司后来转型进入自动驾驶技术行业，沉寂了多年。</p><p style=\"text-align: justify;\">Cyngn首席执行官Lior Tal表示：“与英伟达的合作进一步巩固了我们的使命，即打造前沿的自动驾驶车辆，为工业运营商带来切实的投资回报。”</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/76824cd4c5b97eaacdaab63d96995a28","relate_stocks":{"CYN":"Cyngn Inc"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136894213","content_text":"本周五（6月27日）美股盘前时段，自动驾驶公司 Cyngn Inc 涨幅一度扩大至80%，截至发稿报23.24美元，涨幅70.88%，公司隔夜已涨超170%：英伟达周二（6月24日）在官方博客发布了一份新闻稿，题为《英伟达及其合作伙伴在Automatica展会上重点展示下一代机器人、自动化和AI技术》。Automatica是德国慕尼黑机器人及自动化技术展览会，英伟达写道，“欧洲正走在下一波由人工智能驱动的工业自动化浪潮的前沿。”新闻稿提到，Cyngn是自主移动机器人领域的先驱，目前正在将其DriveMod技术集成到英伟达的“Isaac Sim”中，以实现对先进自主操作的大规模、高保真虚拟测试。据新闻稿介绍，DriveMod专为工业应用而设计，目前已部署在Motrec MT-160牵引车等车辆上，为物料搬运作业提供先进的自动化功能。Cyngn表示，正如英伟达在其最新博客文章中指出的，Cyngn是少数几家采用Isaac技术、在现实复杂环境中推进安全且可扩展自动化的机器人创新企业之一。Cyngn声称，基于NVIDIA Isaac平台，并搭载自主开发的DriveMod软件，打造的工业级自动驾驶车辆，已在商业场景中投入使用，有效降低人工成本、提升产能，并增强作业安全性。据了解，Cyngn前身为Cyanogen，曾经开发了知名安卓ROM CyanogenMod，是许多刷机爱好者的最爱。但由于刷机人气渐冷，公司后来转型进入自动驾驶技术行业，沉寂了多年。Cyngn首席执行官Lior Tal表示：“与英伟达的合作进一步巩固了我们的使命，即打造前沿的自动驾驶车辆，为工业运营商带来切实的投资回报。”","news_type":1,"symbols_score_info":{"CYN":1.1}},"isVote":1,"tweetType":1,"viewCount":648,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":442115711598776,"gmtCreate":1748960807417,"gmtModify":1748961579005,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207886966494232","authorIdStr":"4207886966494232"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OKLO\">$Oklo Inc.(OKLO)$&nbsp;</a><v-v 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更需要电","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/498742458389208","isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":486512667701456,"gmtCreate":1759806297980,"gmtModify":1759806300263,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207886966494232","authorIdStr":"4207886966494232"},"themes":[],"htmlText":"不用英伟达芯片了？","listText":"不用英伟达芯片了？","text":"不用英伟达芯片了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/486512667701456","repostId":"2573529933","repostType":2,"repost":{"id":"2573529933","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":1759804860,"share":"https://www.laohu8.com/m/news/2573529933?lang=&edition=full","pubTime":"2025-10-07 10:41","market":"fut","language":"zh","title":"“股权换采购”！AMD与OpenAI的协议是“半导体历史上罕见”的","url":"https://stock-news.laohu8.com/highlight/detail?id=2573529933","media":"华尔街见闻","summary":"该协议本质上是一种金融工具，将硬件销售转化为股权配置。该结构将AMD估值与OpenAI基础设施增长挂钩，同时也为OpenAI提供自筹资金途径，认股权证升值可资助后续GPU采购，减少直接资本支出需求。若AMD股价涨至600美元，OpenAI的1.6亿股份总价值将达960亿美元，约等于协议中硬件设备价值。","content":"<html><head></head><body><blockquote><p>该协议本质上是一种金融工具，将硬件销售转化为股权配置。该结构将AMD估值与OpenAI基础设施增长挂钩，同时也为OpenAI提供自筹资金途径，认股权证升值可资助后续GPU采购，减少直接资本支出需求。若AMD股价涨至600美元，OpenAI的1.6亿股份总价值将达960亿美元，约等于协议中硬件设备价值。</p></blockquote><p><a href=\"https://laohu8.com/S/AMD\">AMD</a>与OpenAI宣布了一项高达900亿美元的GPU供应协议，采用前所未有的&#34;股权换采购&#34;模式，将传统的硬件供应转化为股权激励机制。这一结构性创新可能重新定义AI基础设施的融资方式。</p><p>据硬AI，10月6日OpenAI宣布将采购和部署多达6吉瓦的AMD Instinct系列GPU，潜在销售额高达900亿美元。作为交换，AMD向OpenAI发行了以每股0.01美元行权价购买至多1.6亿股AMD股票的认股权证。</p><p><strong>根据计算，如果未来AMD股价涨至600美元，那么OpenAI潜在的1.6亿股股份，总价值将达到960亿美元，这个金额大致相当于协议交易中涉及的硬件设备价值。</strong>正如网友评论：</p><blockquote><p>看起来，该交易表明，如果AMD股价达到600美元并且达到GPU部署里程碑，OpenAI将免费获得10%的股份。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/471c7e436b350d28a05261ba00023bb2\" title=\"\" tg-width=\"736\" tg-height=\"333\"/></p></blockquote><p>AMD首席执行官苏姿丰称之为“双赢”，而OpenAI首席执行官Sam Altman则强调了“海量算力”对于实现AI潜力的必要性。</p><p><strong>分析师认为，表面上这只是一项供应协议。但其本质可以被视为一种金融工具，将AI硬件销售转化为股权配置，将AMD的长期估值与OpenAI的基础设施增长直接挂钩。</strong></p><p>即使考虑股权稀释，6吉瓦需求给AMD带来的企业价值提升远超新增股份发行的影响。消息发布后，AMD周一股价飙升近24%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5b6209dbd39fb3669890e670a49ad0fb\" tg-width=\"560\" tg-height=\"240\"/></p><p>（AMD股价一度高开至220美元上方）</p><h2 id=\"id_1130788324\">名为采购，实为深度捆绑</h2><p>分析认为，这项协议的精妙之处在于其金融结构。</p><p>AMD的8-<a href=\"https://laohu8.com/S/TKKD.SI\">K</a>文件显示，这份认股权证在设计上使其功能等同于一项基于业绩的股权激励，而非传统的股权稀释，AMD无需放弃治理控制权或董事会代表权。</p><p>每股0.01美元的名义行权价，意味着一旦行权条件满足，同时OpenAI几乎可以零成本获得AMD股票，其回报完全取决于两大核心支柱，<strong>运营执行与市场表现</strong>。具体来看：</p><blockquote><ul style=\"\"><li><p>第一部分股权与首批一吉瓦的MI450系列GPU部署挂钩，将于2026年下半年开始，一旦硬件交付并被接受，这部分股权即告归属。</p></li><li><p>其余股权的解锁则与两个动态变量绑定——OpenAI后续的GPU采购量以及AMD的股价。</p></li></ul></blockquote><p>这种设计创造了一种强大的共生关系。<strong>OpenAI只有在实际采购并部署了AMD的硬件，并且这一举措有效推动了AMD数据中心业务增长、进而获得资本市场认可（体现为股价上涨）时，才能获得全部股权收益</strong>。</p><p><strong>协议的有效期至2030年10月，未归属的股份将自动作废。</strong>AMD同时保留了反稀释和转让限制条款，确保OpenAI不能随意出售或转让该认股权证。</p><h2 id=\"id_2360723049\">AMD与OpenAI的双赢算盘</h2><p>从财务和战略层面看，该协议为双方都创造了显著价值。</p><p><strong>对于AMD而言，这是一种创新的客户获取方式。</strong>它将传统的前期折扣或返点成本，转化为与未来业绩挂钩的股权成本，既锁定了至少一吉瓦的确定性收入，又将股权稀释的风险与实际的业务增长捆绑。</p><p>这为AMD的下一代数据中心GPU——MI450系列及其Helios机架级平台， 创造了一个关键的旗舰客户和市场验证机会。</p><p><strong>对于OpenAI，该协议一举解决了两大战略难题。</strong></p><p><strong>首先，</strong>它在供应紧张的市场中确保了非<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>硬件的稳定来源，实现了供应商多元化。</p><p><strong>其次，</strong>它创造了一条潜在的“自筹资金”路径。<strong>随着采购里程碑的达成和AMD股价的上涨，OpenAI持有的已归属股票价值随之增加，其变现所得可以用于资助后续的GPU采购，有效对冲了AI基础设施巨大的资本开支压力。</strong></p><h2 id=\"id_1607682847\">行业新范式：重塑AI基础设施融资模式</h2><p>这笔交易的深远意义在于，它标志着AI算力正从一项单纯的资本支出，演变为一种可被金融化、证券化的资产类别。</p><p>分析认为，它也清晰地展示了与行业领导者英伟达不同的生态系统构建范式：</p><blockquote><ul style=\"\"><li><p><strong>英伟达</strong>的星际之门等项目，依赖于与<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>等巨头直接共同投资，通过大规模资本部署将合作伙伴锁定在其垂直整合的基础设施中。</p></li><li><p><strong><a href=\"https://laohu8.com/S/INTC\">英特尔</a></strong>则通过引入英伟达、软银和美国政府的共同注资，来分摊其晶圆厂扩建的财务压力，模糊了供应商、客户乃至竞争对手的界限。</p></li></ul></blockquote><p><strong>AMD的模式则不同。</strong>它并未要求合作伙伴直接出资共建，而是保持了商业交易的核心，即OpenAI仍需全额购买硬件。</p><p>但通过叠加股权激励，AMD巧妙地将客户的“消费行为”转化为一种“投资行为”，激励客户通过扩大自身采购来分享供应商的成长红利。</p><p>分析指出这种模式可能对那些资本实力不及顶级巨头、但同样寻求与半导体伙伴深度结盟的AI公司和云服务商更具吸引力。</p><h2 id=\"id_3925250676\">执行风险与市场前景</h2><p>尽管前景光明，但这项宏大协议依然面临诸多风险与不确定性。</p><p><strong>首先，协议细节存在不透明之处。</strong>AMD在其公开文件中隐去了关键的股权归属时间表和具体的技术触发条件，这使得外界难以精确预测收入确认与股权归属的节奏。</p><p><strong>其次，六吉瓦的目标是一个上限，而非硬性承诺</strong>。目前OpenAI的约束性承诺仅限于首批一吉瓦的部署，后续采购完全取决于未来的业务需求和业绩表现。<strong>如果OpenAI的扩张放缓，后续的股权激励可能永远无法兑现。</strong></p><p><strong>最后，执行风险是AMD面临的最大挑战</strong>。交付如此规模的GPU集群，需要AMD在未来数年内维持稳定的供应链，包括晶圆代工产能、基板和高带宽内存（HBM）的供应。</p><p>据分析师电话会议透露，AMD已为此进行了多年的供应链投资布局，但任何环节的中断都可能导致交付延迟。此外，物理部署也受限于变压器交付周期、电网审批等因素，这同样是整个行业面临的普遍瓶颈。</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>“股权换采购”！AMD与OpenAI的协议是“半导体历史上罕见”的</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“股权换采购”！AMD与OpenAI的协议是“半导体历史上罕见”的\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-10-07 10:41 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3756740><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>该协议本质上是一种金融工具，将硬件销售转化为股权配置。该结构将AMD估值与OpenAI基础设施增长挂钩，同时也为OpenAI提供自筹资金途径，认股权证升值可资助后续GPU采购，减少直接资本支出需求。若AMD股价涨至600美元，OpenAI的1.6亿股份总价值将达960亿美元，约等于协议中硬件设备价值。AMD与OpenAI宣布了一项高达900亿美元的GPU供应协议，采用前所未有的\"股权换采购\"模式，...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3756740\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9035047aab1628fa23df810d4986f063","relate_stocks":{"LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","SOXL":"三倍做多半导体ETF-Direxion Daily","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4612":"AI芯片","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU1861558580.USD":"日兴方舟颠覆性创新基金B","BK4614":"Manus概念股","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","BK4588":"碎股","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY 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Funds - Multi-Manager Alternatives A (acc) SGD","BK4566":"资本集团","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","SMH":"半导体指数ETF-HOLDRs","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","BK4529":"IDC概念","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","BK4575":"芯片概念","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC"},"source_url":"https://wallstreetcn.com/articles/3756740","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2573529933","content_text":"该协议本质上是一种金融工具，将硬件销售转化为股权配置。该结构将AMD估值与OpenAI基础设施增长挂钩，同时也为OpenAI提供自筹资金途径，认股权证升值可资助后续GPU采购，减少直接资本支出需求。若AMD股价涨至600美元，OpenAI的1.6亿股份总价值将达960亿美元，约等于协议中硬件设备价值。AMD与OpenAI宣布了一项高达900亿美元的GPU供应协议，采用前所未有的\"股权换采购\"模式，将传统的硬件供应转化为股权激励机制。这一结构性创新可能重新定义AI基础设施的融资方式。据硬AI，10月6日OpenAI宣布将采购和部署多达6吉瓦的AMD Instinct系列GPU，潜在销售额高达900亿美元。作为交换，AMD向OpenAI发行了以每股0.01美元行权价购买至多1.6亿股AMD股票的认股权证。根据计算，如果未来AMD股价涨至600美元，那么OpenAI潜在的1.6亿股股份，总价值将达到960亿美元，这个金额大致相当于协议交易中涉及的硬件设备价值。正如网友评论：看起来，该交易表明，如果AMD股价达到600美元并且达到GPU部署里程碑，OpenAI将免费获得10%的股份。AMD首席执行官苏姿丰称之为“双赢”，而OpenAI首席执行官Sam Altman则强调了“海量算力”对于实现AI潜力的必要性。分析师认为，表面上这只是一项供应协议。但其本质可以被视为一种金融工具，将AI硬件销售转化为股权配置，将AMD的长期估值与OpenAI的基础设施增长直接挂钩。即使考虑股权稀释，6吉瓦需求给AMD带来的企业价值提升远超新增股份发行的影响。消息发布后，AMD周一股价飙升近24%。（AMD股价一度高开至220美元上方）名为采购，实为深度捆绑分析认为，这项协议的精妙之处在于其金融结构。AMD的8-K文件显示，这份认股权证在设计上使其功能等同于一项基于业绩的股权激励，而非传统的股权稀释，AMD无需放弃治理控制权或董事会代表权。每股0.01美元的名义行权价，意味着一旦行权条件满足，同时OpenAI几乎可以零成本获得AMD股票，其回报完全取决于两大核心支柱，运营执行与市场表现。具体来看：第一部分股权与首批一吉瓦的MI450系列GPU部署挂钩，将于2026年下半年开始，一旦硬件交付并被接受，这部分股权即告归属。其余股权的解锁则与两个动态变量绑定——OpenAI后续的GPU采购量以及AMD的股价。这种设计创造了一种强大的共生关系。OpenAI只有在实际采购并部署了AMD的硬件，并且这一举措有效推动了AMD数据中心业务增长、进而获得资本市场认可（体现为股价上涨）时，才能获得全部股权收益。协议的有效期至2030年10月，未归属的股份将自动作废。AMD同时保留了反稀释和转让限制条款，确保OpenAI不能随意出售或转让该认股权证。AMD与OpenAI的双赢算盘从财务和战略层面看，该协议为双方都创造了显著价值。对于AMD而言，这是一种创新的客户获取方式。它将传统的前期折扣或返点成本，转化为与未来业绩挂钩的股权成本，既锁定了至少一吉瓦的确定性收入，又将股权稀释的风险与实际的业务增长捆绑。这为AMD的下一代数据中心GPU——MI450系列及其Helios机架级平台， 创造了一个关键的旗舰客户和市场验证机会。对于OpenAI，该协议一举解决了两大战略难题。首先，它在供应紧张的市场中确保了非英伟达硬件的稳定来源，实现了供应商多元化。其次，它创造了一条潜在的“自筹资金”路径。随着采购里程碑的达成和AMD股价的上涨，OpenAI持有的已归属股票价值随之增加，其变现所得可以用于资助后续的GPU采购，有效对冲了AI基础设施巨大的资本开支压力。行业新范式：重塑AI基础设施融资模式这笔交易的深远意义在于，它标志着AI算力正从一项单纯的资本支出，演变为一种可被金融化、证券化的资产类别。分析认为，它也清晰地展示了与行业领导者英伟达不同的生态系统构建范式：英伟达的星际之门等项目，依赖于与微软、甲骨文等巨头直接共同投资，通过大规模资本部署将合作伙伴锁定在其垂直整合的基础设施中。英特尔则通过引入英伟达、软银和美国政府的共同注资，来分摊其晶圆厂扩建的财务压力，模糊了供应商、客户乃至竞争对手的界限。AMD的模式则不同。它并未要求合作伙伴直接出资共建，而是保持了商业交易的核心，即OpenAI仍需全额购买硬件。但通过叠加股权激励，AMD巧妙地将客户的“消费行为”转化为一种“投资行为”，激励客户通过扩大自身采购来分享供应商的成长红利。分析指出这种模式可能对那些资本实力不及顶级巨头、但同样寻求与半导体伙伴深度结盟的AI公司和云服务商更具吸引力。执行风险与市场前景尽管前景光明，但这项宏大协议依然面临诸多风险与不确定性。首先，协议细节存在不透明之处。AMD在其公开文件中隐去了关键的股权归属时间表和具体的技术触发条件，这使得外界难以精确预测收入确认与股权归属的节奏。其次，六吉瓦的目标是一个上限，而非硬性承诺。目前OpenAI的约束性承诺仅限于首批一吉瓦的部署，后续采购完全取决于未来的业务需求和业绩表现。如果OpenAI的扩张放缓，后续的股权激励可能永远无法兑现。最后，执行风险是AMD面临的最大挑战。交付如此规模的GPU集群，需要AMD在未来数年内维持稳定的供应链，包括晶圆代工产能、基板和高带宽内存（HBM）的供应。据分析师电话会议透露，AMD已为此进行了多年的供应链投资布局，但任何环节的中断都可能导致交付延迟。此外，物理部署也受限于变压器交付周期、电网审批等因素，这同样是整个行业面临的普遍瓶颈。","news_type":1,"symbols_score_info":{"AMD":1.5,"GFS":1.5,"SMH":0.6,"SOXL":1.5,"SOXX":0.6}},"isVote":1,"tweetType":1,"viewCount":356,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088301988077380","authorId":"4088301988077380","name":"nisyigg","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"idStr":"4088301988077380","authorIdStr":"4088301988077380"},"content":"都用吧，英伟达的服务器带着英特尔cpu，再带上AMD也是属于雨露均沾了","text":"都用吧，英伟达的服务器带着英特尔cpu，再带上AMD也是属于雨露均沾了","html":"都用吧，英伟达的服务器带着英特尔cpu，再带上AMD也是属于雨露均沾了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":464306255155624,"gmtCreate":1754381430373,"gmtModify":1754382073821,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207886966494232","authorIdStr":"4207886966494232"},"themes":[],"htmlText":"<a 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射飞","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494765786161232","isVote":1,"tweetType":1,"viewCount":223,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":494423605347168,"gmtCreate":1761727119420,"gmtModify":1761727121647,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207886966494232","authorIdStr":"4207886966494232"},"themes":[],"htmlText":"华尔街的假消息","listText":"华尔街的假消息","text":"华尔街的假消息","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/494423605347168","repostId":"1171544404","repostType":2,"repost":{"id":"1171544404","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1761725434,"share":"https://www.laohu8.com/m/news/1171544404?lang=&edition=full","pubTime":"2025-10-29 16:10","market":"sg","language":"zh","title":"异动解读 | 诺基亚股价盘前大跌5.02%，投资者对英伟达合作前景存疑","url":"https://stock-news.laohu8.com/highlight/detail?id=1171544404","media":"异动解读","summary":"周三盘前交易中，诺基亚股价大跌5.02%，报7.38美元。这一跌幅来自投资者对该公司与英伟达最新合作前景的担忧。根据协议，英伟达将以每股6.01美元的价格认购诺基亚约1.66亿股新股，这将使英伟达持有诺基亚2.9%的股份。尽管这项合作在周二推动诺基亚股价大涨22%，但投资者似乎开始对这一合作的长期前景产生质疑。诺基亚股价在盘前的回落，反映了投资者对公司转型和未来增长前景的谨慎态度。","content":"<p>周三（10月29日）盘前交易中，诺基亚（Nokia）股价大跌5.02%，报7.38美元。这一跌幅来自投资者对该公司与英伟达（Nvidia）最新合作前景的担忧。</p>\n\n<p>此前一天，诺基亚宣布英伟达将向其投资10亿美元，双方将在人工智能无线接入网（AI-RAN）和6G技术领域展开合作。根据协议，英伟达将以每股6.01美元的价格认购诺基亚约1.66亿股新股，这将使英伟达持有诺基亚2.9%的股份。</p>\n\n<p>尽管这项合作在周二推动诺基亚股价大涨22%，但投资者似乎开始对这一合作的长期前景产生质疑。有分析认为，虽然AI-RAN市场潜力巨大，但诺基亚能否在这一领域获得显著突破还有待观察。</p>\n\n<p>诺基亚CEO Justin Hotard在声明中表示：\"电信的下一次飞跃不仅仅是从5G到6G，而是对网络进行根本性的重新设计，以提供人工智能驱动的连接，能够处理从数据中心一直到边缘的智能。我们与NVIDIA的合作将加速AI-RAN创新，让AI数据中心成为每个人的口袋。\"</p>\n\n<p>尽管如此，市场似乎需要更多时间来消化这一合作的潜在影响。诺基亚股价在盘前的回落，反映了投资者对公司转型和未来增长前景的谨慎态度。随着更多细节的披露和合作的推进，市场对诺基亚的评估可能会进一步调整。</p>","source":"ai_movement_cn","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>异动解读 | 诺基亚股价盘前大跌5.02%，投资者对英伟达合作前景存疑</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异动解读 | 诺基亚股价盘前大跌5.02%，投资者对英伟达合作前景存疑\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-10-29 16:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>周三（10月29日）盘前交易中，诺基亚（Nokia）股价大跌5.02%，报7.38美元。这一跌幅来自投资者对该公司与英伟达（Nvidia）最新合作前景的担忧。</p>\n\n<p>此前一天，诺基亚宣布英伟达将向其投资10亿美元，双方将在人工智能无线接入网（AI-RAN）和6G技术领域展开合作。根据协议，英伟达将以每股6.01美元的价格认购诺基亚约1.66亿股新股，这将使英伟达持有诺基亚2.9%的股份。</p>\n\n<p>尽管这项合作在周二推动诺基亚股价大涨22%，但投资者似乎开始对这一合作的长期前景产生质疑。有分析认为，虽然AI-RAN市场潜力巨大，但诺基亚能否在这一领域获得显著突破还有待观察。</p>\n\n<p>诺基亚CEO Justin Hotard在声明中表示：\"电信的下一次飞跃不仅仅是从5G到6G，而是对网络进行根本性的重新设计，以提供人工智能驱动的连接，能够处理从数据中心一直到边缘的智能。我们与NVIDIA的合作将加速AI-RAN创新，让AI数据中心成为每个人的口袋。\"</p>\n\n<p>尽管如此，市场似乎需要更多时间来消化这一合作的潜在影响。诺基亚股价在盘前的回落，反映了投资者对公司转型和未来增长前景的谨慎态度。随着更多细节的披露和合作的推进，市场对诺基亚的评估可能会进一步调整。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NOK":"诺基亚"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1171544404","content_text":"周三（10月29日）盘前交易中，诺基亚（Nokia）股价大跌5.02%，报7.38美元。这一跌幅来自投资者对该公司与英伟达（Nvidia）最新合作前景的担忧。\n此前一天，诺基亚宣布英伟达将向其投资10亿美元，双方将在人工智能无线接入网（AI-RAN）和6G技术领域展开合作。根据协议，英伟达将以每股6.01美元的价格认购诺基亚约1.66亿股新股，这将使英伟达持有诺基亚2.9%的股份。\n尽管这项合作在周二推动诺基亚股价大涨22%，但投资者似乎开始对这一合作的长期前景产生质疑。有分析认为，虽然AI-RAN市场潜力巨大，但诺基亚能否在这一领域获得显著突破还有待观察。\n诺基亚CEO Justin Hotard在声明中表示：\"电信的下一次飞跃不仅仅是从5G到6G，而是对网络进行根本性的重新设计，以提供人工智能驱动的连接，能够处理从数据中心一直到边缘的智能。我们与NVIDIA的合作将加速AI-RAN创新，让AI数据中心成为每个人的口袋。\"\n尽管如此，市场似乎需要更多时间来消化这一合作的潜在影响。诺基亚股价在盘前的回落，反映了投资者对公司转型和未来增长前景的谨慎态度。随着更多细节的披露和合作的推进，市场对诺基亚的评估可能会进一步调整。","news_type":1,"symbols_score_info":{"NOK":1}},"isVote":1,"tweetType":1,"viewCount":161,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":490402292740552,"gmtCreate":1760715476028,"gmtModify":1760715478409,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207886966494232","authorIdStr":"4207886966494232"},"themes":[],"htmlText":"要收购Ty了吗","listText":"要收购Ty了吗","text":"要收购Ty了吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/490402292740552","repostId":"1157852882","repostType":2,"repost":{"id":"1157852882","kind":"news","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1760708077,"share":"https://www.laohu8.com/m/news/1157852882?lang=&edition=full","pubTime":"2025-10-17 21:34","market":"us","language":"zh","title":"甲骨文盘中大跌8%，投资者质疑AI云业务盈利能力","url":"https://stock-news.laohu8.com/highlight/detail?id=1157852882","media":"异动解读","summary":"分析师对甲骨文的前景看法不一。","content":"<html><head></head><body><p>周五， <a href=\"https://laohu8.com/S/ORCL\">甲骨文</a> 低开低走，盘中跌幅扩大至8%。在周四举行的AI World大会上，甲骨文宣布了一系列令人瞩目的业务目标。公司预计到2030财年云基础设施收入将达到1660亿美元，占总收入的近75%。联席CEO克莱·马古伊克还表示，公司在过去30天内已签订了价值650亿美元的新云基础设施合同。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c1fb4057138f4ac3415b9d79ddb0eb1\" tg-width=\"560\" tg-height=\"240\"/></p><p>然而，有报道质疑甲骨文AI云业务的盈利能力。<strong>据The Information报道，该公司过去五个季度GPU租赁业务的毛利率仅为16%左右。</strong>对此，马古伊克回应称，考虑到整个客户合同周期，AI基础设施业务的调整后毛利率预计将达到30%至40%。</p><p>分析师对甲骨文的前景看法不一。巴克莱将公司目标价上调至400美元，而部分华尔街分析师则对甲骨文实现如此快速增长的能力表示怀疑。投资者似乎更倾向于后一种观点，导致股价下跌。</p><p>尽管甲骨文在AI和云计算领域扩张势头强劲，但投资者显然担心这种快速增长可能会影响公司的盈利能力。未来几个季度的财务表现将是验证甲骨文战略的关键。</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>甲骨文盘中大跌8%，投资者质疑AI云业务盈利能力</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; 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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甲骨文盘中大跌8%，投资者质疑AI云业务盈利能力\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1092702339\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2025-10-17 21:34</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周五， <a href=\"https://laohu8.com/S/ORCL\">甲骨文</a> 低开低走，盘中跌幅扩大至8%。在周四举行的AI World大会上，甲骨文宣布了一系列令人瞩目的业务目标。公司预计到2030财年云基础设施收入将达到1660亿美元，占总收入的近75%。联席CEO克莱·马古伊克还表示，公司在过去30天内已签订了价值650亿美元的新云基础设施合同。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c1fb4057138f4ac3415b9d79ddb0eb1\" tg-width=\"560\" tg-height=\"240\"/></p><p>然而，有报道质疑甲骨文AI云业务的盈利能力。<strong>据The Information报道，该公司过去五个季度GPU租赁业务的毛利率仅为16%左右。</strong>对此，马古伊克回应称，考虑到整个客户合同周期，AI基础设施业务的调整后毛利率预计将达到30%至40%。</p><p>分析师对甲骨文的前景看法不一。巴克莱将公司目标价上调至400美元，而部分华尔街分析师则对甲骨文实现如此快速增长的能力表示怀疑。投资者似乎更倾向于后一种观点，导致股价下跌。</p><p>尽管甲骨文在AI和云计算领域扩张势头强劲，但投资者显然担心这种快速增长可能会影响公司的盈利能力。未来几个季度的财务表现将是验证甲骨文战略的关键。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2c35c8a27605936ee42c5dc8842ec36a","relate_stocks":{"ORCL":"甲骨文"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1157852882","content_text":"周五， 甲骨文 低开低走，盘中跌幅扩大至8%。在周四举行的AI World大会上，甲骨文宣布了一系列令人瞩目的业务目标。公司预计到2030财年云基础设施收入将达到1660亿美元，占总收入的近75%。联席CEO克莱·马古伊克还表示，公司在过去30天内已签订了价值650亿美元的新云基础设施合同。然而，有报道质疑甲骨文AI云业务的盈利能力。据The Information报道，该公司过去五个季度GPU租赁业务的毛利率仅为16%左右。对此，马古伊克回应称，考虑到整个客户合同周期，AI基础设施业务的调整后毛利率预计将达到30%至40%。分析师对甲骨文的前景看法不一。巴克莱将公司目标价上调至400美元，而部分华尔街分析师则对甲骨文实现如此快速增长的能力表示怀疑。投资者似乎更倾向于后一种观点，导致股价下跌。尽管甲骨文在AI和云计算领域扩张势头强劲，但投资者显然担心这种快速增长可能会影响公司的盈利能力。未来几个季度的财务表现将是验证甲骨文战略的关键。","news_type":1,"symbols_score_info":{"ORCL":1}},"isVote":1,"tweetType":1,"viewCount":377,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489686174987016,"gmtCreate":1760579815194,"gmtModify":1760579817181,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207886966494232","authorIdStr":"4207886966494232"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/OKLO\">$Oklo Inc.(OKLO)$&nbsp;</a><v-v data-views=\"1\"></v-v> 长期看好","listText":"<a href=\"https://laohu8.com/S/OKLO\">$Oklo Inc.(OKLO)$&nbsp;</a><v-v 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是时候起飞了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/483330814267480","isVote":1,"tweetType":1,"viewCount":778,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":481749945426712,"gmtCreate":1758638418883,"gmtModify":1758638421142,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207886966494232","authorIdStr":"4207886966494232"},"themes":[],"htmlText":"加仓的好时机，","listText":"加仓的好时机，","text":"加仓的好时机，","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/481749945426712","repostId":"1160051969","repostType":2,"repost":{"id":"1160051969","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":1758636718,"share":"https://www.laohu8.com/m/news/1160051969?lang=&edition=full","pubTime":"2025-09-23 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D.累计减持2次，共计32,203股。</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>甲骨文盘初跌超5%，CEO突然变更引发市场担忧</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; 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class=\"title\">\n甲骨文盘初跌超5%，CEO突然变更引发市场担忧\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-09-23 22:11</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周二， <a href=\"https://laohu8.com/S/ORCL\">甲骨文</a> 开盘后走低，盘中跌逾5%，截至发稿跌幅超4%。甲骨文周一宣布了一项重大领导层变动，任命两位内部高管Clay Magouyrk和Mike Sicilia担任联合首席执行官，而原任职11年的CEO Safra Catz将转任董事会执行副主席。这一突然的领导层调整引发了投资者对公司未来发展方向的担忧。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/31ea41d57b73e415af424cfbfb73e3ed\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">市场对甲骨文近期与OpenAI签订的大额云服务合同也表示质疑。虽然这份5年3000亿美元的合同曾推动甲骨文股价大涨，但投资者开始担心OpenAI是否有足够的现金流来支付如此巨额的合同金额。同时，甲骨文为跟上AI热潮而进行的大规模支出已经超过了其现金流，公司的债务负担也远高于其他云服务提供商。</p><p style=\"text-align: start;\">分析师指出，尽管甲骨文在云计算和AI领域展现出积极态度，但高层变动和财务压力可能会影响公司的长期发展。市场将密切关注新任联合CEO如何应对这些挑战，以及公司在竞争激烈的AI云服务市场中的表现。</p><p>此外，甲骨文高管Sicilia Michael D.拟于2025年9月23日出售33,845股甲骨文普通股，总市值约为1087万美元。过去三个月内，Sicilia Michael D.累计减持2次，共计32,203股。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5a763433a3b9770e33abe759e6bf88d9","relate_stocks":{"ORCL":"甲骨文"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1160051969","content_text":"周二， 甲骨文 开盘后走低，盘中跌逾5%，截至发稿跌幅超4%。甲骨文周一宣布了一项重大领导层变动，任命两位内部高管Clay Magouyrk和Mike Sicilia担任联合首席执行官，而原任职11年的CEO Safra Catz将转任董事会执行副主席。这一突然的领导层调整引发了投资者对公司未来发展方向的担忧。市场对甲骨文近期与OpenAI签订的大额云服务合同也表示质疑。虽然这份5年3000亿美元的合同曾推动甲骨文股价大涨，但投资者开始担心OpenAI是否有足够的现金流来支付如此巨额的合同金额。同时，甲骨文为跟上AI热潮而进行的大规模支出已经超过了其现金流，公司的债务负担也远高于其他云服务提供商。分析师指出，尽管甲骨文在云计算和AI领域展现出积极态度，但高层变动和财务压力可能会影响公司的长期发展。市场将密切关注新任联合CEO如何应对这些挑战，以及公司在竞争激烈的AI云服务市场中的表现。此外，甲骨文高管Sicilia Michael D.拟于2025年9月23日出售33,845股甲骨文普通股，总市值约为1087万美元。过去三个月内，Sicilia Michael D.累计减持2次，共计32,203股。","news_type":1,"symbols_score_info":{"ORCL":1.1}},"isVote":1,"tweetType":1,"viewCount":103,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":480571308282248,"gmtCreate":1758350664481,"gmtModify":1758350666307,"author":{"id":"4207886966494232","authorId":"4207886966494232","name":"吉林临江","avatar":"https://static.tigerbbs.com/0fd3d47116072ed75c47cda6d283f1f6","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4207886966494232","authorIdStr":"4207886966494232"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/DXYZ\">$Destiny 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