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诗酒趋年华
IP属地：北京
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诗酒趋年华
诗酒趋年华
·
09-19
$小米集团-W(01810)$
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诗酒趋年华
诗酒趋年华
·
08-12
保护费呗
伯恩斯坦炮轰英伟达、AMD对华芯片15%分成协议开创危险先例 但承认“85%总比0强”
伯恩斯坦分析师对英伟达与AMD为换取出口许可、需将对华AI芯片销售收入15%上交美国政府的报道持否定态度，认为这一协议开创了不良先例，但也承认“能拿到85%总比一分没有强”。以斯泰西·拉斯贡为首的分析
伯恩斯坦炮轰英伟达、AMD对华芯片15%分成协议开创危险先例 但承认“85%总比0强”
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诗酒趋年华
诗酒趋年华
·
06-26
换个超大尺寸电视屏幕 再量 更有震撼感
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诗酒趋年华
诗酒趋年华
·
05-11
绿茶平价？
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诗酒趋年华
诗酒趋年华
·
2024-03-12
解禁信息在哪里可以看到呀？
@33_Tiger：
$ARM Holdings Ltd(ARM)$ 3.13天量解禁，最好的对冲半导体选[冷漠]
$ARM Holdings Ltd(ARM)$ 3.13天量解禁，最好的对冲半导体选[冷漠]
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诗酒趋年华
诗酒趋年华
·
2024-02-12
送走穷鬼 龙年大运
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诗酒趋年华
诗酒趋年华
·
2023-07-28
$特斯拉(TSLA)$
一觉醒来 尾盘怎么崩了？
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诗酒趋年华
诗酒趋年华
·
2023-06-09
就...挺突然的
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诗酒趋年华
诗酒趋年华
·
2023-03-04
特斯拉有环比和同比数据吗
乘联会初步数据：2月特斯拉中国批发销量74402辆
2月新能源乘用车市场预判2022年全国乘用车市场新能源实现650万辆销量，增速94%的良好业绩。2022年底新能源补贴政策如期调整，叠加春节提前因素，1月全国新能源乘用车市场因春节假期的关系急剧下跌，
乘联会初步数据：2月特斯拉中国批发销量74402辆
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诗酒趋年华
诗酒趋年华
·
2023-03-04
黑色字透明背景[开心]
非常抱歉，此主贴已删除
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","text":"$小米集团-W(01810)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/480143090160432","isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":466726138212440,"gmtCreate":1754972056650,"gmtModify":1754972058340,"author":{"id":"16650600844563","authorId":"16650600844563","name":"诗酒趋年华","avatar":"https://static.tigerbbs.com/fd100277e27da615270bdeb875740617","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"16650600844563","authorIdStr":"16650600844563"},"themes":[],"htmlText":"保护费呗","listText":"保护费呗","text":"保护费呗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/466726138212440","repostId":"2558961810","repostType":2,"repost":{"id":"2558961810","kind":"live","pubTimestamp":1754971639,"share":"https://www.laohu8.com/m/news/2558961810?lang=&edition=full","pubTime":"2025-08-12 12:07","market":"uk","language":"zh","title":"伯恩斯坦炮轰英伟达、AMD对华芯片15%分成协议开创危险先例 但承认“85%总比0强”","url":"https://stock-news.laohu8.com/highlight/detail?id=2558961810","media":"智通财经","summary":"伯恩斯坦分析师对英伟达与AMD为换取出口许可、需将对华AI芯片销售收入15%上交美国政府的报道持否定态度，认为这一协议开创了不良先例，但也承认“能拿到85%总比一分没有强”。以斯泰西·拉斯贡为首的分析","content":"<html><head></head><body><p style=\"text-align: justify;\">伯恩斯坦分析师对<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>与<a href=\"https://laohu8.com/S/AMD\">AMD</a>为换取出口许可、需将对华AI芯片销售收入15%上交美国政府的报道持否定态度，认为这一协议开创了不良先例，但也承认“能拿到85%总比一分没有强”。</p><p style=\"text-align: justify;\">以斯泰西·拉斯贡为首的分析师团队认为，允许英伟达和AMD向中国销售AI芯片更为合理。</p><p style=\"text-align: justify;\">拉斯贡及其团队表示：“因此，即便要让利15%，我们认为能保留85%总比颗粒无收强，只能接受这一结果。话虽如此，我们并不认同这一协议开创的先例(这种模式会仅适用于受管制产品吗?其他企业是否也将被要求付费才能进入该地区市场?在我们看来，这似乎是一个危险的滑坡……)。”</p><p style=\"text-align: justify;\">分析师补充道，他们不确定这一协议的目的何在：它或许能为美国政府带来一些收入，但似乎并未解决任何战略层面的问题。</p><p style=\"text-align: justify;\">分析师指出，相关企业很可能会将这部分成本转嫁给客户，尤其是英伟达，其产品需求旺盛，订单规模远超AMD一个量级。</p><p style=\"text-align: justify;\">拉斯贡团队提到，英伟达正基于Blackwell架构为中国市场开发新产品，这些产品据称符合现有技术门槛(因此无需出口许可)，且英伟达似乎认为，随着时间推移，市场需求将转向这些新产品(而非现有Hopper架构产品)。</p><p style=\"text-align: justify;\">分析师进一步表示：“我们看到的新闻报道明确提及H20(以及AMD的MI308)，15%的分成似乎是批准其出口许可协议的一部分。因此，更新的(合规的)Blackwell产品可能不会受此影响，这一推测是合理的。”</p></body></html>","source":"live_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>伯恩斯坦炮轰英伟达、AMD对华芯片15%分成协议开创危险先例 但承认“85%总比0强”</title>\n<style 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href=\"https://www.zhitongcaijing.com/immediately.html?type=usstock\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8a1a8c5698b6f32ee1637556a15bb35b","relate_stocks":{"159813":"芯片","NVDA":"英伟达","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","BK4503":"景林资产持仓","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0251132253.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" 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class=\"title\">\n乘联会初步数据：2月特斯拉中国批发销量74402辆\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-03-03 16:57 北京时间 <a href=https://mp.weixin.qq.com/s?__biz=MzA4MTgyMTU5Nw==&mid=2650400188&idx=1&sn=e38948f3df6e7bdc8ed5a81cf2d24e6c&chksm=87826f4eb0f5e658a3b4eaa44bee49b37087d575e4a56b2cc24ee73502a9b22062b505ed423a#rd><strong>乘联会</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2月新能源乘用车市场预判2022年全国乘用车市场新能源实现650万辆销量，增速94%的良好业绩。2022年底新能源补贴政策如期调整，叠加春节提前因素，1月全国新能源乘用车市场因春节假期的关系急剧下跌，进入2月逐步平稳回暖。随着近期碳酸锂降价趋势明显，部分厂商年初产销主动减速，实现生产端降本。考虑到主力企业中的岁末年初产销波动较大，因此用22年11月主力企业销量占比测算。乘联会2022年11月全国...</p>\n\n<a href=\"https://mp.weixin.qq.com/s?__biz=MzA4MTgyMTU5Nw==&mid=2650400188&idx=1&sn=e38948f3df6e7bdc8ed5a81cf2d24e6c&chksm=87826f4eb0f5e658a3b4eaa44bee49b37087d575e4a56b2cc24ee73502a9b22062b505ed423a#rd\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/340d3c04436bbba1df239d6d4a7e3fd2","relate_stocks":{"LU0823414478.USD":"法巴经典能源转换基金","BK4527":"明星科技股","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","TSLA":"特斯拉","LU2063271972.USD":"富兰克林创新领域基金","BK4550":"红杉资本持仓","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU1861215975.USD":"贝莱德新一代科技基金 A2","LU1548497426.USD":"安联环球人工智能AT Acc","BK4551":"寇图资本持仓","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 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USD"},"source_url":"https://mp.weixin.qq.com/s?__biz=MzA4MTgyMTU5Nw==&mid=2650400188&idx=1&sn=e38948f3df6e7bdc8ed5a81cf2d24e6c&chksm=87826f4eb0f5e658a3b4eaa44bee49b37087d575e4a56b2cc24ee73502a9b22062b505ed423a#rd","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1135637681","content_text":"2月新能源乘用车市场预判2022年全国乘用车市场新能源实现650万辆销量，增速94%的良好业绩。2022年底新能源补贴政策如期调整，叠加春节提前因素，1月全国新能源乘用车市场因春节假期的关系急剧下跌，进入2月逐步平稳回暖。随着近期碳酸锂降价趋势明显，部分厂商年初产销主动减速，实现生产端降本。考虑到主力企业中的岁末年初产销波动较大，因此用22年11月主力企业销量占比测算。乘联会2022年11月全国乘用车市场新能源销量万辆以上的14家厂商批发销量占总体新能源乘用车全月销量的85.5%，这些企业的2月预估销量为43万辆，按照正常结构占比预测2月的全国新能源乘用车销量在50万辆，实现春节后开门红。综合预估2月乘联会新能源乘用车厂商批发销量50万辆，环比1月增30%，同比去年2月增60%。预计2月新能源车市开门红基本实现，实现同比和环比较大幅度增长。2月主力厂商新能源批发销量","news_type":1,"symbols_score_info":{"TSLA":0.9}},"isVote":1,"tweetType":1,"viewCount":3566,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":627944085,"gmtCreate":1677892920647,"gmtModify":1677892922229,"author":{"id":"16650600844563","authorId":"16650600844563","name":"诗酒趋年华","avatar":"https://static.tigerbbs.com/fd100277e27da615270bdeb875740617","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"16650600844563","authorIdStr":"16650600844563"},"themes":[],"htmlText":"黑色字透明背景[开心] 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