社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
灰灰的天空
IP属地：上海
+关注
帖子 · 6
帖子 · 6
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
灰灰的天空
灰灰的天空
·
06-03
说说你对这篇新闻的看法...
博通创新高！其颠覆性产品启动交付，有望破解AI算力瓶颈
博通正式打响AI算力基建升级战。
博通创新高！其颠覆性产品启动交付，有望破解AI算力瓶颈
看
634
回复
评论
点赞
1
编组 21备份 2
分享
举报
灰灰的天空
灰灰的天空
·
06-03
说说你对这篇新闻的看法...
博通创新高！其颠覆性产品启动交付，有望破解AI算力瓶颈
博通正式打响AI算力基建升级战。
博通创新高！其颠覆性产品启动交付，有望破解AI算力瓶颈
看
853
回复
评论
点赞
1
编组 21备份 2
分享
举报
灰灰的天空
灰灰的天空
·
2021-03-20
啥水平
86Research：将腾讯音乐(TME.N)评级下调至卖出，目标价20美...
86Research：将腾讯音乐(TME.N)评级下调至卖出，目标价20美元。
86Research：将腾讯音乐(TME.N)评级下调至卖出，目标价20美...
看
1,339
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
灰灰的天空
灰灰的天空
·
2020-12-12
两个多月，涨了15倍了。有点发愁，接下来怎么办？
看
4,273
回复
8
点赞
1
编组 21备份 2
分享
举报
加载更多
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"166816323789273","uuid":"166816323789273","gmtCreate":1462032192419,"gmtModify":1462032192419,"name":"灰灰的天空","pinyin":"hhdtkhuihuidetiankong","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":113,"headSize":55,"tweetSize":6,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":3,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":8,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.62%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.22","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"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":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.46%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":9,"crmLevelSwitch":0,"location":"上海","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":2,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":442094079271536,"gmtCreate":1748956096814,"gmtModify":1748956098214,"author":{"id":"166816323789273","authorId":"166816323789273","name":"灰灰的天空","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"166816323789273","authorIdStr":"166816323789273"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442094079271536","repostId":"1155824102","repostType":2,"repost":{"id":"1155824102","kind":"news","pubTimestamp":1748955920,"share":"https://www.laohu8.com/m/news/1155824102?lang=&edition=full","pubTime":"2025-06-03 21:05","market":"us","language":"zh","title":"博通创新高！其颠覆性产品启动交付，有望破解AI算力瓶颈","url":"https://stock-news.laohu8.com/highlight/detail?id=1155824102","media":"智通财经网","summary":"博通正式打响AI算力基建升级战。","content":"<html><head></head><body><p>周二，博通盘中涨2.5%，创历史新高！消息面上，博通正式打响AI算力基建升级战。公司核心交换事业部负责人拉姆·维拉加透露，被视为"AI网络心脏"的Tomahawk 6交换芯片已于周末启动交付，首批客户包括全球头部云服务商及网络设备厂商，7月将全面登陆数据中心市场。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a28115721600e2d4f3d2dae3bbfb06c0\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">这款颠覆性产品承载着破解AI算力瓶颈的重任。当前绝大多数AI计算依赖英伟达GPU完成，但受限于网络传输效率，这些昂贵芯片的实际利用率普遍不足40%。"GPU经常在等待数据传输，就像高速公路堵车导致豪车趴窝。"维拉加形象比喻道。而单颗Tomahawk 6即可实现6颗前代芯片的吞吐能力，理论峰值达102Tbps，相当于每秒处理2.5万部4K电影。</p><p style=\"text-align: justify;\">定价策略彰显技术溢价。Tomahawk 6 的制造成本是前代芯片的两倍有余，客户支付的价格同样大约是前代的两倍。不过，由于部分买家可能会协商批量折扣，他并未公布具体价格，仅表示每颗芯片的售价将低于 2 万美元。</p><p style=\"text-align: justify;\">尽管 Velaga 未透露 Tomahawk 6 的首批客户名单，但他表示客户群体包括一些大型云服务提供商以及将博通技术整合到其产品的网络公司。Velaga 还提到，众多博通客户已纷纷排队，希望借助 Tomahawk 6 来搭建包含超过 10 万个 GPU 的系统。据其介绍，通常每 10 个 GPU 大约需要配备一个交换机。</p><p style=\"text-align: justify;\">行业变革正在上演。随着大模型参数突破万亿级，全球科技巨头正将数万颗GPU互联成超级计算机。微软(MSFT.US)、Meta(META.US)等企业资本支出持续加码，亚马逊(AMZN.US)云科技重申将激进扩建数据中心。博通作为网络设备核心供应商，其交换芯片直接决定AI集群的"血液循环"效率。</p></body></html>","source":"highlight_zhitongcaijin","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>博通创新高！其颠覆性产品启动交付，有望破解AI算力瓶颈</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博通创新高！其颠覆性产品启动交付，有望破解AI算力瓶颈\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-03 21:05 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/1300878.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周二，博通盘中涨2.5%，创历史新高！消息面上，博通正式打响AI算力基建升级战。公司核心交换事业部负责人拉姆·维拉加透露，被视为\"AI网络心脏\"的Tomahawk 6交换芯片已于周末启动交付，首批客户包括全球头部云服务商及网络设备厂商，7月将全面登陆数据中心市场。这款颠覆性产品承载着破解AI算力瓶颈的重任。当前绝大多数AI计算依赖英伟达GPU完成，但受限于网络传输效率，这些昂贵芯片的实际利用率普遍...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1300878.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fc2385c65e329fa9a627004332baf9fa","relate_stocks":{"AVGO":"博通"},"source_url":"https://www.zhitongcaijing.com/content/detail/1300878.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1155824102","content_text":"周二，博通盘中涨2.5%，创历史新高！消息面上，博通正式打响AI算力基建升级战。公司核心交换事业部负责人拉姆·维拉加透露，被视为\"AI网络心脏\"的Tomahawk 6交换芯片已于周末启动交付，首批客户包括全球头部云服务商及网络设备厂商，7月将全面登陆数据中心市场。这款颠覆性产品承载着破解AI算力瓶颈的重任。当前绝大多数AI计算依赖英伟达GPU完成，但受限于网络传输效率，这些昂贵芯片的实际利用率普遍不足40%。\"GPU经常在等待数据传输，就像高速公路堵车导致豪车趴窝。\"维拉加形象比喻道。而单颗Tomahawk 6即可实现6颗前代芯片的吞吐能力，理论峰值达102Tbps，相当于每秒处理2.5万部4K电影。定价策略彰显技术溢价。Tomahawk 6 的制造成本是前代芯片的两倍有余，客户支付的价格同样大约是前代的两倍。不过，由于部分买家可能会协商批量折扣，他并未公布具体价格，仅表示每颗芯片的售价将低于 2 万美元。尽管 Velaga 未透露 Tomahawk 6 的首批客户名单，但他表示客户群体包括一些大型云服务提供商以及将博通技术整合到其产品的网络公司。Velaga 还提到，众多博通客户已纷纷排队，希望借助 Tomahawk 6 来搭建包含超过 10 万个 GPU 的系统。据其介绍，通常每 10 个 GPU 大约需要配备一个交换机。行业变革正在上演。随着大模型参数突破万亿级，全球科技巨头正将数万颗GPU互联成超级计算机。微软(MSFT.US)、Meta(META.US)等企业资本支出持续加码，亚马逊(AMZN.US)云科技重申将激进扩建数据中心。博通作为网络设备核心供应商，其交换芯片直接决定AI集群的\"血液循环\"效率。","news_type":1,"symbols_score_info":{"AVGO":1.1}},"isVote":1,"tweetType":1,"viewCount":634,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442096688640312,"gmtCreate":1748956096795,"gmtModify":1748956097742,"author":{"id":"166816323789273","authorId":"166816323789273","name":"灰灰的天空","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"166816323789273","authorIdStr":"166816323789273"},"themes":[],"htmlText":"说说你对这篇新闻的看法...","listText":"说说你对这篇新闻的看法...","text":"说说你对这篇新闻的看法...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442096688640312","repostId":"1155824102","repostType":2,"repost":{"id":"1155824102","kind":"news","pubTimestamp":1748955920,"share":"https://www.laohu8.com/m/news/1155824102?lang=&edition=full","pubTime":"2025-06-03 21:05","market":"us","language":"zh","title":"博通创新高！其颠覆性产品启动交付，有望破解AI算力瓶颈","url":"https://stock-news.laohu8.com/highlight/detail?id=1155824102","media":"智通财经网","summary":"博通正式打响AI算力基建升级战。","content":"<html><head></head><body><p>周二，博通盘中涨2.5%，创历史新高！消息面上，博通正式打响AI算力基建升级战。公司核心交换事业部负责人拉姆·维拉加透露，被视为"AI网络心脏"的Tomahawk 6交换芯片已于周末启动交付，首批客户包括全球头部云服务商及网络设备厂商，7月将全面登陆数据中心市场。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a28115721600e2d4f3d2dae3bbfb06c0\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">这款颠覆性产品承载着破解AI算力瓶颈的重任。当前绝大多数AI计算依赖英伟达GPU完成，但受限于网络传输效率，这些昂贵芯片的实际利用率普遍不足40%。"GPU经常在等待数据传输，就像高速公路堵车导致豪车趴窝。"维拉加形象比喻道。而单颗Tomahawk 6即可实现6颗前代芯片的吞吐能力，理论峰值达102Tbps，相当于每秒处理2.5万部4K电影。</p><p style=\"text-align: justify;\">定价策略彰显技术溢价。Tomahawk 6 的制造成本是前代芯片的两倍有余，客户支付的价格同样大约是前代的两倍。不过，由于部分买家可能会协商批量折扣，他并未公布具体价格，仅表示每颗芯片的售价将低于 2 万美元。</p><p style=\"text-align: justify;\">尽管 Velaga 未透露 Tomahawk 6 的首批客户名单，但他表示客户群体包括一些大型云服务提供商以及将博通技术整合到其产品的网络公司。Velaga 还提到，众多博通客户已纷纷排队，希望借助 Tomahawk 6 来搭建包含超过 10 万个 GPU 的系统。据其介绍，通常每 10 个 GPU 大约需要配备一个交换机。</p><p style=\"text-align: justify;\">行业变革正在上演。随着大模型参数突破万亿级，全球科技巨头正将数万颗GPU互联成超级计算机。微软(MSFT.US)、Meta(META.US)等企业资本支出持续加码，亚马逊(AMZN.US)云科技重申将激进扩建数据中心。博通作为网络设备核心供应商，其交换芯片直接决定AI集群的"血液循环"效率。</p></body></html>","source":"highlight_zhitongcaijin","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>博通创新高！其颠覆性产品启动交付，有望破解AI算力瓶颈</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博通创新高！其颠覆性产品启动交付，有望破解AI算力瓶颈\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-06-03 21:05 北京时间 <a href=https://www.zhitongcaijing.com/content/detail/1300878.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周二，博通盘中涨2.5%，创历史新高！消息面上，博通正式打响AI算力基建升级战。公司核心交换事业部负责人拉姆·维拉加透露，被视为\"AI网络心脏\"的Tomahawk 6交换芯片已于周末启动交付，首批客户包括全球头部云服务商及网络设备厂商，7月将全面登陆数据中心市场。这款颠覆性产品承载着破解AI算力瓶颈的重任。当前绝大多数AI计算依赖英伟达GPU完成，但受限于网络传输效率，这些昂贵芯片的实际利用率普遍...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1300878.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fc2385c65e329fa9a627004332baf9fa","relate_stocks":{"AVGO":"博通"},"source_url":"https://www.zhitongcaijing.com/content/detail/1300878.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"1155824102","content_text":"周二，博通盘中涨2.5%，创历史新高！消息面上，博通正式打响AI算力基建升级战。公司核心交换事业部负责人拉姆·维拉加透露，被视为\"AI网络心脏\"的Tomahawk 6交换芯片已于周末启动交付，首批客户包括全球头部云服务商及网络设备厂商，7月将全面登陆数据中心市场。这款颠覆性产品承载着破解AI算力瓶颈的重任。当前绝大多数AI计算依赖英伟达GPU完成，但受限于网络传输效率，这些昂贵芯片的实际利用率普遍不足40%。\"GPU经常在等待数据传输，就像高速公路堵车导致豪车趴窝。\"维拉加形象比喻道。而单颗Tomahawk 6即可实现6颗前代芯片的吞吐能力，理论峰值达102Tbps，相当于每秒处理2.5万部4K电影。定价策略彰显技术溢价。Tomahawk 6 的制造成本是前代芯片的两倍有余，客户支付的价格同样大约是前代的两倍。不过，由于部分买家可能会协商批量折扣，他并未公布具体价格，仅表示每颗芯片的售价将低于 2 万美元。尽管 Velaga 未透露 Tomahawk 6 的首批客户名单，但他表示客户群体包括一些大型云服务提供商以及将博通技术整合到其产品的网络公司。Velaga 还提到，众多博通客户已纷纷排队，希望借助 Tomahawk 6 来搭建包含超过 10 万个 GPU 的系统。据其介绍，通常每 10 个 GPU 大约需要配备一个交换机。行业变革正在上演。随着大模型参数突破万亿级，全球科技巨头正将数万颗GPU互联成超级计算机。微软(MSFT.US)、Meta(META.US)等企业资本支出持续加码，亚马逊(AMZN.US)云科技重申将激进扩建数据中心。博通作为网络设备核心供应商，其交换芯片直接决定AI集群的\"血液循环\"效率。","news_type":1,"symbols_score_info":{"AVGO":1.1}},"isVote":1,"tweetType":1,"viewCount":853,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":350657234,"gmtCreate":1616204946928,"gmtModify":1616204946928,"author":{"id":"166816323789273","authorId":"166816323789273","name":"灰灰的天空","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"166816323789273","authorIdStr":"166816323789273"},"themes":[],"htmlText":"啥水平","listText":"啥水平","text":"啥水平","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/350657234","repostId":"2117269562","repostType":2,"repost":{"id":"2117269562","kind":"news","pubTimestamp":1615212786,"share":"https://www.laohu8.com/m/news/2117269562?lang=&edition=full","pubTime":"2021-03-08 22:13","market":"us","language":"zh","title":"86Research：将腾讯音乐(TME.N)评级下调至卖出，目标价20美...","url":"https://stock-news.laohu8.com/highlight/detail?id=2117269562","media":"新浪财经","summary":"86Research：将腾讯音乐(TME.N)评级下调至卖出，目标价20美元。","content":"<html><body><p>86Research：将<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>(TME.N)评级下调至卖出，目标价20美元。</p></body></html>","source":"sina_symbol","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>86Research：将腾讯音乐(TME.N)评级下调至卖出，目标价20美...</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\">\n86Research：将腾讯音乐(TME.N)评级下调至卖出，目标价20美...\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-03-08 22:13 北京时间 <a href=https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/7x24/2021-03-08/doc-ikknscsh9555713.shtml><strong>新浪财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>86Research：将腾讯音乐(TME.N)评级下调至卖出，目标价20美元。</p>\n\n<a href=\"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/7x24/2021-03-08/doc-ikknscsh9555713.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dc041d2ef722a0eaffa4a870c58717ed","relate_stocks":{"TME":"腾讯音乐"},"source_url":"https://cj.sina.cn/article/normal_detail?url=https://finance.sina.com.cn/7x24/2021-03-08/doc-ikknscsh9555713.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2117269562","content_text":"86Research：将腾讯音乐(TME.N)评级下调至卖出，目标价20美元。","news_type":1,"symbols_score_info":{"TME":1}},"isVote":1,"tweetType":1,"viewCount":1339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":395780200,"gmtCreate":1607769916000,"gmtModify":1703849803780,"author":{"id":"166816323789273","authorId":"166816323789273","name":"灰灰的天空","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"166816323789273","authorIdStr":"166816323789273"},"themes":[],"htmlText":"两个多月，涨了15倍了。有点发愁，接下来怎么办？","listText":"两个多月，涨了15倍了。有点发愁，接下来怎么办？","text":"两个多月，涨了15倍了。有点发愁，接下来怎么办？","images":[{"img":"https://static.tigerbbs.com/c43900b74f0705def7676849ec02b64c","width":"1080","height":"2310"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":8,"repostSize":0,"link":"https://laohu8.com/post/395780200","isVote":1,"tweetType":1,"viewCount":4273,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":1,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}