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风之痕
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风之痕
风之痕
·
04-17 19:58
2026/04/17 交易笔记 by 风之痕
2026/04/17 成本 现价 浮动收益 Adobe(ADBE) 229.33 253.46 10.54% 月线级别跌穿 ma200确实还是可以尝试建个仓的，要么是16年来第一个黄金坑，要么一路破底奔着倒闭去。但即使是空方也该在这个点位回补一口了
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2026/04/17 交易笔记 by 风之痕
风之痕
风之痕
·
04-10
$Adobe(ADBE)$
月线能跌穿ma200属实有点过了
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风之痕
风之痕
·
03-27
好公司和好价格是两回事
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风之痕
风之痕
·
03-19
我笑了，那你们这些机构怎么疯狂出货呢？老黄那么好的业绩，缩量十字星不是你们砸出来是什么？
加入高盛大摩乐观阵营！巴克莱高呼：美股正显现近一年来最好的买入机会
智通财经APP获悉，巴克莱银行的Alex Altmann指出，美国股市正释放出近一年来最强烈的买入信号。他加入了华尔街日益壮大的乐观阵营，认为近期这轮抛售潮最糟糕的阶段可能已经过去。周二，标普500指数上涨0.3%，本周累计上涨1.3%，创下伊朗冲突爆发以来最佳两日表现。报告指出，最新读数的悲观情绪，部分反映了标普500指数变化率的恶化。本月，受地缘政治风险升温影响，美股在震荡交投中承压，但已显现企稳迹象。
加入高盛大摩乐观阵营！巴克莱高呼：美股正显现近一年来最好的买入机会
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风之痕
风之痕
·
03-17
$Aldeyra Therapeutics Inc(ALDX)$
第三次还能被拒，这边建议还是早点申请倒闭吧
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风之痕
风之痕
·
02-05
$美国超微公司(AMD)$
感觉纯被高通带崩了，高通财报一句产能排不上队，芯片全给做ai的预定了，直接intel和amd也崩了
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风之痕
风之痕
·
02-05
$高通(QCOM)$
基本面烂完了，芯片都给AI出，手机芯片做不过来了，除了高通，安卓手机市场也很危险了
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风之痕
风之痕
·
2024-07-10
2024/07/10 交易笔记 by 风之痕
2024/07/10 成本 现价 浮动收益 ARM Holdings Ltd(ARM) 64.61 183.95 184.35% 在所有人都在看多英伟达的时候，却很少有人意识到 arm 架构作为移动设备核心，一样是充满想象力的
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2024/07/10 交易笔记 by 风之痕
风之痕
风之痕
·
2024-02-19
有什么用？有我们App广告自动跳转牛逼吗
OpenAI祭出大杀器，Sora再度引爆！AI概念集体狂欢，全年主线又稳了？
马斯克“坐不住”了！
OpenAI祭出大杀器，Sora再度引爆！AI概念集体狂欢，全年主线又稳了？
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风之痕
风之痕
·
2023-12-22
$哔哩哔哩-W(09626)$
理论上游戏的禁令影响哔站会更大，毕竟本就无收入增长，游戏再被锤，叔叔估计要要降本增笑了
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月线能跌穿ma200属实有点过了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/551814228062264","isVote":1,"tweetType":1,"viewCount":400,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":547197651068600,"gmtCreate":1774616684191,"gmtModify":1774616686520,"author":{"id":"339475798898324","authorId":"339475798898324","name":"风之痕","avatar":"https://static.tigerbbs.com/d668de5e83728de1fa4dee0ed9d2f18d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"339475798898324","idStr":"339475798898324"},"themes":[],"title":"","htmlText":"好公司和好价格是两回事","listText":"好公司和好价格是两回事","text":"好公司和好价格是两回事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/547197651068600","isVote":1,"tweetType":1,"viewCount":297,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":544048452870504,"gmtCreate":1773849823116,"gmtModify":1773849825697,"author":{"id":"339475798898324","authorId":"339475798898324","name":"风之痕","avatar":"https://static.tigerbbs.com/d668de5e83728de1fa4dee0ed9d2f18d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"339475798898324","idStr":"339475798898324"},"themes":[],"title":"","htmlText":"我笑了，那你们这些机构怎么疯狂出货呢？老黄那么好的业绩，缩量十字星不是你们砸出来是什么？","listText":"我笑了，那你们这些机构怎么疯狂出货呢？老黄那么好的业绩，缩量十字星不是你们砸出来是什么？","text":"我笑了，那你们这些机构怎么疯狂出货呢？老黄那么好的业绩，缩量十字星不是你们砸出来是什么？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/544048452870504","repostId":"2620011754","repostType":2,"repost":{"id":"2620011754","kind":"news","pubTimestamp":1773790847,"share":"https://www.laohu8.com/m/news/2620011754?lang=zh_CN&edition=full","pubTime":"2026-03-18 07:40","market":"hk","language":"zh","title":"加入高盛大摩乐观阵营！巴克莱高呼：美股正显现近一年来最好的买入机会","url":"https://stock-news.laohu8.com/highlight/detail?id=2620011754","media":"智通财经","summary":"智通财经APP获悉，巴克莱银行的Alex Altmann指出，美国股市正释放出近一年来最强烈的买入信号。他加入了华尔街日益壮大的乐观阵营，认为近期这轮抛售潮最糟糕的阶段可能已经过去。周二，标普500指数上涨0.3%，本周累计上涨1.3%，创下伊朗冲突爆发以来最佳两日表现。报告指出，最新读数的悲观情绪，部分反映了标普500指数变化率的恶化。本月，受地缘政治风险升温影响，美股在震荡交投中承压，但已显现企稳迹象。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/BCS\">巴克莱银行</a>的Alex Altmann指出，美国股市正释放出近一年来最强烈的买入信号。他加入了华尔街日益壮大的乐观阵营，认为近期这轮抛售潮最糟糕的阶段可能已经过去。</p><p>该行全球股票战术策略主管Altmann周二在致客户报告中称，该行股票择时指标(BETI)隔夜跌至-8.3，创下去年4月特朗普关税风波以来的最低水平。该指标触及了一个在历史上标志着股票“极具吸引力”的入场点。</p><p>BETI指标整合了市场内部结构、仓位、情绪及宏观经济数据等19项输入变量，旨在识别股市的战术性拐点。历史数据显示，该指标高于+7时，预示未来回报不佳;低于-7时，则对应股市反弹的有利环境。</p><p>巴克莱数据显示，自2015年以来，当该指标落在-8至-7区间时，<a href=\"https://laohu8.com/S/161125\">标普500</a>指数随后42天的平均回报率达6.6%，胜率高达92%;基于38次观测样本，同期中位数回报率为5.1%。</p><p>周二，标普500指数上涨0.3%，本周累计上涨1.3%，创下伊朗冲突爆发以来最佳两日表现。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b9695c4e58e3279785800e2266543f33\" tg-width=\"648\" tg-height=\"664\"/></p><p>报告指出，最新读数的悲观情绪，部分反映了标普500指数变化率的恶化。尽管该指数从今年早些时候高点的回撤幅度按绝对值看似乎不大，但考虑到此前六个月异常低的波动性和狭窄的交易区间，这一回撤就显得尤为突出。</p><p>其他影响因素还包括：高收益信贷利差的急剧重新定价——即便其绝对水平仍相对温和——以及巴克莱股票狂热指标的骤降，这都表明看涨情绪正在迅速消退。</p><p>Altmann写道：“巴克莱股票战术策略团队认为，在此次标普500指数回调期间，美国股市风险依然具有吸引力。”他还补充道，系统化交易者和主动型交易者的持仓相对克制，这可能会放大任何潜在的上涨势头。</p><p><strong>“剧烈贝塔逼空”行情可期</strong></p><p>Altmann表示，目前大宗商品交易顾问(CTA)仓位大致持平或小幅做空，对冲基金净敞口处于30%-40%分位区间，这种市场结构提升了“剧烈贝塔逼空”行情的可能性。这意味着，即便短线资金参与度不高，也可能推动股指重返历史高位。</p><p>本月，受地缘政治风险升温影响，美股在震荡<a href=\"https://laohu8.com/S/002200\">交投</a>中承压，但已显现企稳迹象。标普500指数周二上涨0.4%，周一终结四连跌后，从关键技术支撑位反弹。尽管中东冲突进入第三周，市场对人工智能潜在冲击及私人信贷领域隐忧仍存，但投资者已开始“逢低买入”。</p><p>Altmann是越来越多预测股市将反弹的市场专家之一。本周早些时候，<a href=\"https://laohu8.com/S/GS\">高盛</a>、<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>及<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>策略师均指出，盈利增长和估值(尽管依然偏高，但已不像之前那样极端)将为市场提供支撑。3月初，Citadel Securities的Scott Rubner也撤销了对美股的看空观点，理由是散户资金流入、波动性重置以及季节性利好等积极因素正在发挥作用。</p></body></html>","source":"stock_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>加入高盛大摩乐观阵营！巴克莱高呼：美股正显现近一年来最好的买入机会</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 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class=\"title\">\n加入高盛大摩乐观阵营！巴克莱高呼：美股正显现近一年来最好的买入机会\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-18 07:40 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1415179.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>巴克莱银行的Alex Altmann指出，美国股市正释放出近一年来最强烈的买入信号。他加入了华尔街日益壮大的乐观阵营，认为近期这轮抛售潮最糟糕的阶段可能已经过去。该行全球股票战术策略主管Altmann周二在致客户报告中称，该行股票择时指标(BETI)隔夜跌至-8.3，创下去年4月特朗普关税风波以来的最低水平。该指标触及了一个在历史上标志着股票“极具吸引力”的入场点。BETI指标整合了市场内部结构、...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1415179.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/4f6ec6e99c0c8b9feb7f296b78c65a54","relate_stocks":{"LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","LU1074936037.SGD":"JPMorgan Funds - US Value A (acc) SGD","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU0912757837.SGD":"JPMorgan Investment 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Altmann指出，美国股市正释放出近一年来最强烈的买入信号。他加入了华尔街日益壮大的乐观阵营，认为近期这轮抛售潮最糟糕的阶段可能已经过去。该行全球股票战术策略主管Altmann周二在致客户报告中称，该行股票择时指标(BETI)隔夜跌至-8.3，创下去年4月特朗普关税风波以来的最低水平。该指标触及了一个在历史上标志着股票“极具吸引力”的入场点。BETI指标整合了市场内部结构、仓位、情绪及宏观经济数据等19项输入变量，旨在识别股市的战术性拐点。历史数据显示，该指标高于+7时，预示未来回报不佳;低于-7时，则对应股市反弹的有利环境。巴克莱数据显示，自2015年以来，当该指标落在-8至-7区间时，标普500指数随后42天的平均回报率达6.6%，胜率高达92%;基于38次观测样本，同期中位数回报率为5.1%。周二，标普500指数上涨0.3%，本周累计上涨1.3%，创下伊朗冲突爆发以来最佳两日表现。报告指出，最新读数的悲观情绪，部分反映了标普500指数变化率的恶化。尽管该指数从今年早些时候高点的回撤幅度按绝对值看似乎不大，但考虑到此前六个月异常低的波动性和狭窄的交易区间，这一回撤就显得尤为突出。其他影响因素还包括：高收益信贷利差的急剧重新定价——即便其绝对水平仍相对温和——以及巴克莱股票狂热指标的骤降，这都表明看涨情绪正在迅速消退。Altmann写道：“巴克莱股票战术策略团队认为，在此次标普500指数回调期间，美国股市风险依然具有吸引力。”他还补充道，系统化交易者和主动型交易者的持仓相对克制，这可能会放大任何潜在的上涨势头。“剧烈贝塔逼空”行情可期Altmann表示，目前大宗商品交易顾问(CTA)仓位大致持平或小幅做空，对冲基金净敞口处于30%-40%分位区间，这种市场结构提升了“剧烈贝塔逼空”行情的可能性。这意味着，即便短线资金参与度不高，也可能推动股指重返历史高位。本月，受地缘政治风险升温影响，美股在震荡交投中承压，但已显现企稳迹象。标普500指数周二上涨0.4%，周一终结四连跌后，从关键技术支撑位反弹。尽管中东冲突进入第三周，市场对人工智能潜在冲击及私人信贷领域隐忧仍存，但投资者已开始“逢低买入”。Altmann是越来越多预测股市将反弹的市场专家之一。本周早些时候，高盛、摩根士丹利及摩根大通策略师均指出，盈利增长和估值(尽管依然偏高，但已不像之前那样极端)将为市场提供支撑。3月初，Citadel Securities的Scott Rubner也撤销了对美股的看空观点，理由是散户资金流入、波动性重置以及季节性利好等积极因素正在发挥作用。","news_type":1,"symbols_score_info":{".DJI":2,"NDX":2,"ESmain":2,"MNQ2603":2,"NQmain":2,"YMmain":2,"MNQmain":2,"MNQ2612":2,".IXIC":2,".SPX":2}},"isVote":1,"tweetType":1,"viewCount":191,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":543874118091568,"gmtCreate":1773756165717,"gmtModify":1773758038587,"author":{"id":"339475798898324","authorId":"339475798898324","name":"风之痕","avatar":"https://static.tigerbbs.com/d668de5e83728de1fa4dee0ed9d2f18d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"339475798898324","idStr":"339475798898324"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/ALDX\">$Aldeyra Therapeutics Inc(ALDX)$ </a> 第三次还能被拒，这边建议还是早点申请倒闭吧","listText":"<a href=\"https://laohu8.com/S/ALDX\">$Aldeyra Therapeutics Inc(ALDX)$ </a> 第三次还能被拒，这边建议还是早点申请倒闭吧","text":"$Aldeyra Therapeutics Inc(ALDX)$ 第三次还能被拒，这边建议还是早点申请倒闭吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/543874118091568","isVote":1,"tweetType":1,"viewCount":301,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529516529370712,"gmtCreate":1770297461691,"gmtModify":1770299120646,"author":{"id":"339475798898324","authorId":"339475798898324","name":"风之痕","avatar":"https://static.tigerbbs.com/d668de5e83728de1fa4dee0ed9d2f18d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"339475798898324","idStr":"339475798898324"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"0\"></v-v> 感觉纯被高通带崩了，高通财报一句产能排不上队，芯片全给做ai的预定了，直接intel和amd也崩了","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a><v-v data-views=\"0\"></v-v> 感觉纯被高通带崩了，高通财报一句产能排不上队，芯片全给做ai的预定了，直接intel和amd也崩了","text":"$美国超微公司(AMD)$ 感觉纯被高通带崩了，高通财报一句产能排不上队，芯片全给做ai的预定了，直接intel和amd也崩了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529516529370712","isVote":1,"tweetType":1,"viewCount":4436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":529456096289752,"gmtCreate":1770282629123,"gmtModify":1770282631396,"author":{"id":"339475798898324","authorId":"339475798898324","name":"风之痕","avatar":"https://static.tigerbbs.com/d668de5e83728de1fa4dee0ed9d2f18d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"339475798898324","idStr":"339475798898324"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$ </a><v-v data-views=\"0\"></v-v> 基本面烂完了，芯片都给AI出，手机芯片做不过来了，除了高通，安卓手机市场也很危险了","listText":"<a href=\"https://laohu8.com/S/QCOM\">$高通(QCOM)$ </a><v-v data-views=\"0\"></v-v> 基本面烂完了，芯片都给AI出，手机芯片做不过来了，除了高通，安卓手机市场也很危险了","text":"$高通(QCOM)$ 基本面烂完了，芯片都给AI出，手机芯片做不过来了，除了高通，安卓手机市场也很危险了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/529456096289752","isVote":1,"tweetType":1,"viewCount":3135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326045676953704,"gmtCreate":1720602516493,"gmtModify":1720602521203,"author":{"id":"339475798898324","authorId":"339475798898324","name":"风之痕","avatar":"https://static.tigerbbs.com/d668de5e83728de1fa4dee0ed9d2f18d","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"339475798898324","idStr":"339475798898324"},"themes":[],"title":"2024/07/10 交易笔记 by 风之痕","htmlText":"2024/07/10 成本 现价 浮动收益 ARM Holdings Ltd(ARM) 64.61 183.95 184.35% 在所有人都在看多英伟达的时候，却很少有人意识到 arm 架构作为移动设备核心，一样是充满想象力的","listText":"2024/07/10 成本 现价 浮动收益 ARM Holdings Ltd(ARM) 64.61 183.95 184.35% 在所有人都在看多英伟达的时候，却很少有人意识到 arm 架构作为移动设备核心，一样是充满想象力的","text":"2024/07/10 成本 现价 浮动收益 ARM Holdings Ltd(ARM) 64.61 183.95 184.35% 在所有人都在看多英伟达的时候，却很少有人意识到 arm 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14:05","market":"us","language":"zh","title":"OpenAI祭出大杀器，Sora再度引爆！AI概念集体狂欢，全年主线又稳了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2412092207","media":"格隆汇","summary":"马斯克“坐不住”了！","content":"<html><head></head><body><blockquote><p>马斯克“坐不住”了！</p></blockquote><p>2024伊始，OpenAI 最新发布的文本生成视频模型Sora再度震惊世界。</p><p>无疑，这是继ChatGPT之后的又一大阶段性的突破。</p><p>今日作为A股节后开市的第一天，AI概念股为之一振掀起了全线狂欢潮，<a href=\"https://laohu8.com/S/300578\">会畅通讯</a>、<a href=\"https://laohu8.com/S/300364\">中文在线</a>、<a href=\"https://laohu8.com/S/301270\">汉仪股份</a>、<a href=\"https://laohu8.com/S/688039\">当虹科技</a>、<a href=\"https://laohu8.com/S/300624\">万兴科技</a>、<a href=\"https://laohu8.com/S/300781\">因赛集团</a>等多股涨停。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0f51248df891e63c3fe6c5453c407b2f\" title=\"\" tg-width=\"549\" tg-height=\"294\"/></p><p><strong>Sora横空出世</strong></p><p>Sora一出，震惊四座。</p><p>当地时间2月15日，Open AI发布了首个文生视频模型Sora，它可以根据用户的文本提示快速制作长达一分钟的逼真视频。</p><p><strong>Open AI称其为“世界模拟器”。</strong></p><p>据介绍，Sora 能够生成具有多个角色、特定类型的运动以及主体和背景的准确细节的复杂场景。该模型不仅了解用户在提示中提出的要求，还了解这些东西在物理世界中的存在方式。</p><p>OpenAI表示，Sora是能够理解和模拟现实世界的模型基础，相信这一功能将成为实现AGI（通用人工智能）的重要里程碑。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9d33f78ad7465881a42dfeb66b1b22f5\" title=\"\" tg-width=\"669\" tg-height=\"595\"/></p><p>从Sora生成的视频来看，极其“逼真”和“富有想象力”的画面令人惊叹。其中高度细致的背景、复杂的多角度镜头等，让网友们直呼“现实不存在了”。</p><p>人们都说，真正看到新工业革命的来临，下一个十年将是最为疯狂的十年。也有网友直呼game over，要失业了，甚至有人已经开始“悼念”一整个行业。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f606b6bbdbc04f3c54a43bd9e9a53010\" title=\"\" tg-width=\"664\" tg-height=\"223\"/></p><p><strong>一直走在潮流前线的马斯克见此也“坐不住”了。</strong></p><p>在Sora问世后，马斯克随即在X上发布了一篇帖子，展示了<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>去年首次推出的一些生成视频。</p><p>在过去的几天里，他也多次提到关于 OpenAI 的总体情况和<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在现实世界视频生成方面的努力。</p><p>在其中一篇文章中，马斯克回复了“特斯拉应该制作一款视频游戏”的帖子，并表示他长期以来一直想这样做。</p><p>他认为特斯拉的“现实世界模拟和视频生成是世界上最好的”，不过在推出无监督全自动驾驶（FSD）之前，该公司将无法制作游戏对公众。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a91caa0f2be3eaad714ff1070c64f970\" title=\"\" tg-width=\"820\" tg-height=\"603\"/></p><p>马斯克还表示，特斯拉已经有能力用精确的物理原理生成真实世界的视频大约一年了，但这些系统创建的生成视频并不是很有趣，因为训练数据来自其汽车。</p><p>他说，它看起来就像特斯拉的普通视频，尽管它实际上是用“动态生成（不记得）的世界”创建的。</p><blockquote><p>“Tesla 视频生成超越 OpenAI 的地方在于它预测了极其准确的物理现象，这对于自动驾驶来说至关重要。”</p></blockquote><p><strong>换言之，OpenAI做的东西，他早早就做出来了。</strong></p><p>众所周知，马斯克与 OpenAI 曾有过一段具有争议的历史渊源。此前，马斯克也一直对 OpenAI 从非营利性公司向营利性公司的转变持高度批评态度。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/912d417e6afb8b27cb271c5530d51b56\" title=\"\" tg-width=\"1018\" tg-height=\"637\"/></p><p>所以去年，他还推出了自己的人工智能公司“xAI”，并且于 11 月推出了其首款产品—— Grok 大模型。不过眼下，想要赶超ChatGPT似乎还有些困难。</p><p><strong>AI多模态风起云涌</strong></p><p>自ChatGPT引爆起，国内大模型们的追赶一刻也没停下。</p><p>去年来，科技大厂、创业企业、科研院所纷纷入局AI大模型。据不完全统计，已有十多家A股上市公司之前已经在布局多模态大模型或对AI视频相关研发。</p><p>其中在视频生成领域，已有海康威、<a href=\"https://laohu8.com/S/600728\">佳都科技</a>、<a href=\"https://laohu8.com/S/300418\">昆仑万维</a>、<a href=\"https://laohu8.com/S/002236\">大华股份</a>、<a href=\"https://laohu8.com/S/688475\">萤石网络</a>、<a href=\"https://laohu8.com/S/300624\">万兴科技</a>、<a href=\"https://laohu8.com/S/300781\">因赛集团</a>、<a href=\"https://laohu8.com/S/300229\">拓尔思</a>、<a href=\"https://laohu8.com/S/688039\">当虹科技</a>等多家A股上市公司积极布局。</p><p>而对于Sora的影响，360集团创始人、董事长周鸿祎稍早前在<a href=\"https://laohu8.com/S/WB\">微博</a>发文表示，<strong>Sora意味着AGI实现将从10年缩短到两三年。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4c5ccfa646fed26c013c55b2e1f2fd8f\" title=\"\" tg-width=\"694\" tg-height=\"460\"/></p><p>周鸿祎说，年前分享了大模型十大趋势预测，没想到年还没过完，就验证了好几个。</p><p>从Gemini、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的Chat With RTX到OpenAI发布Sora，大家都觉得很炸裂。对于怎么看Sora，周鸿祎谈了几个观点<strong>，总体来说，就是AGI很快会实现，就这几年的事儿了。</strong></p><blockquote><p><strong>第一，</strong>科技竞争最终比拼的是让人才密度和深厚积累。<br/><strong>第二，</strong>AI不一定那么快颠覆所有行业，但它能激发更多人的创作力。<br/><strong>第三，</strong>我一直说国内大模型发展水平表面看已经接近 GPT-3.5 了，但实际上跟 4.0 比还有一年半的差距。而且我相信 OpenAl手里应该还藏着一些秘密武器。<br/><strong>第四，</strong>大语言模型最牛的是，它不是填空机而是能完整地理解这个世界的知识。</p></blockquote><p><a href=\"https://laohu8.com/S/000750\">国海证券</a>认为，<strong>Sora体现出大模型进化速度的超预期。</strong></p><p>截至2023年12月份，ChatGPT用户数1.8亿，网站月均访问量17亿次，OpenAI估值超1000亿美元，Sora的发布将打开OpenAI用户量价和估值空间。</p><p><a href=\"https://laohu8.com/S/600030\">中信证券</a>研报指出，若Sora成为视频创作领域的超级应用，将带来巨大的网络设备升级需求。同时，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>最新多模态大模型Gemini 1.5以及<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>本地聊天<a href=\"https://laohu8.com/S/300024\">机器人</a>Chat with RTX也在近期陆续发布。</p><p>AI发展趋势已经愈发明确，AI产业成熟的商业模式与“收入—资本开支”的良性循环亦在逐步形成。这有望缓解市场对于光模块等算力设备投资持续性的担忧，从而<strong>打开龙头厂商估值空间。</strong></p></body></html>","source":"gelonghui_highlight","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>OpenAI祭出大杀器，Sora再度引爆！AI概念集体狂欢，全年主线又稳了？</title>\n<style 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href=\"https://www.gelonghui.com/p/694136\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b6cf5b402ba26b52fbd60a8ae3a71fec","relate_stocks":{"300364":"中文在线","300578":"会畅科技","300624":"万兴科技","300781":"因赛集团","301270":"汉仪股份","688039":"当虹科技","BK0132":"高送转概念","BK0210":"商务服务","BK0231":"软件信息","BK0268":"新闻出版","BK0087":"IP流量变现","BK0098":"文化传媒概念"},"source_url":"https://www.gelonghui.com/p/694136","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2412092207","content_text":"马斯克“坐不住”了！2024伊始，OpenAI 最新发布的文本生成视频模型Sora再度震惊世界。无疑，这是继ChatGPT之后的又一大阶段性的突破。今日作为A股节后开市的第一天，AI概念股为之一振掀起了全线狂欢潮，会畅通讯、中文在线、汉仪股份、当虹科技、万兴科技、因赛集团等多股涨停。Sora横空出世Sora一出，震惊四座。当地时间2月15日，Open AI发布了首个文生视频模型Sora，它可以根据用户的文本提示快速制作长达一分钟的逼真视频。Open AI称其为“世界模拟器”。据介绍，Sora 能够生成具有多个角色、特定类型的运动以及主体和背景的准确细节的复杂场景。该模型不仅了解用户在提示中提出的要求，还了解这些东西在物理世界中的存在方式。OpenAI表示，Sora是能够理解和模拟现实世界的模型基础，相信这一功能将成为实现AGI（通用人工智能）的重要里程碑。从Sora生成的视频来看，极其“逼真”和“富有想象力”的画面令人惊叹。其中高度细致的背景、复杂的多角度镜头等，让网友们直呼“现实不存在了”。人们都说，真正看到新工业革命的来临，下一个十年将是最为疯狂的十年。也有网友直呼game over，要失业了，甚至有人已经开始“悼念”一整个行业。一直走在潮流前线的马斯克见此也“坐不住”了。在Sora问世后，马斯克随即在X上发布了一篇帖子，展示了特斯拉去年首次推出的一些生成视频。在过去的几天里，他也多次提到关于 OpenAI 的总体情况和特斯拉在现实世界视频生成方面的努力。在其中一篇文章中，马斯克回复了“特斯拉应该制作一款视频游戏”的帖子，并表示他长期以来一直想这样做。他认为特斯拉的“现实世界模拟和视频生成是世界上最好的”，不过在推出无监督全自动驾驶（FSD）之前，该公司将无法制作游戏对公众。马斯克还表示，特斯拉已经有能力用精确的物理原理生成真实世界的视频大约一年了，但这些系统创建的生成视频并不是很有趣，因为训练数据来自其汽车。他说，它看起来就像特斯拉的普通视频，尽管它实际上是用“动态生成（不记得）的世界”创建的。“Tesla 视频生成超越 OpenAI 的地方在于它预测了极其准确的物理现象，这对于自动驾驶来说至关重要。”换言之，OpenAI做的东西，他早早就做出来了。众所周知，马斯克与 OpenAI 曾有过一段具有争议的历史渊源。此前，马斯克也一直对 OpenAI 从非营利性公司向营利性公司的转变持高度批评态度。所以去年，他还推出了自己的人工智能公司“xAI”，并且于 11 月推出了其首款产品—— Grok 大模型。不过眼下，想要赶超ChatGPT似乎还有些困难。AI多模态风起云涌自ChatGPT引爆起，国内大模型们的追赶一刻也没停下。去年来，科技大厂、创业企业、科研院所纷纷入局AI大模型。据不完全统计，已有十多家A股上市公司之前已经在布局多模态大模型或对AI视频相关研发。其中在视频生成领域，已有海康威、佳都科技、昆仑万维、大华股份、萤石网络、万兴科技、因赛集团、拓尔思、当虹科技等多家A股上市公司积极布局。而对于Sora的影响，360集团创始人、董事长周鸿祎稍早前在微博发文表示，Sora意味着AGI实现将从10年缩短到两三年。周鸿祎说，年前分享了大模型十大趋势预测，没想到年还没过完，就验证了好几个。从Gemini、英伟达的Chat With RTX到OpenAI发布Sora，大家都觉得很炸裂。对于怎么看Sora，周鸿祎谈了几个观点，总体来说，就是AGI很快会实现，就这几年的事儿了。第一，科技竞争最终比拼的是让人才密度和深厚积累。第二，AI不一定那么快颠覆所有行业，但它能激发更多人的创作力。第三，我一直说国内大模型发展水平表面看已经接近 GPT-3.5 了，但实际上跟 4.0 比还有一年半的差距。而且我相信 OpenAl手里应该还藏着一些秘密武器。第四，大语言模型最牛的是，它不是填空机而是能完整地理解这个世界的知识。国海证券认为，Sora体现出大模型进化速度的超预期。截至2023年12月份，ChatGPT用户数1.8亿，网站月均访问量17亿次，OpenAI估值超1000亿美元，Sora的发布将打开OpenAI用户量价和估值空间。中信证券研报指出，若Sora成为视频创作领域的超级应用，将带来巨大的网络设备升级需求。同时，谷歌最新多模态大模型Gemini 1.5以及英伟达本地聊天机器人Chat with 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data-views=\"0\"></v-v>理论上游戏的禁令影响哔站会更大，毕竟本就无收入增长，游戏再被锤，叔叔估计要要降本增笑了","text":"$哔哩哔哩-W(09626)$ 理论上游戏的禁令影响哔站会更大，毕竟本就无收入增长，游戏再被锤，叔叔估计要要降本增笑了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/254837273800816","isVote":1,"tweetType":1,"viewCount":6986,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4120360017010400","authorId":"4120360017010400","name":"一个了不起的故事","avatar":"https://static.tigerbbs.com/9ee8ea6bdd1c0b0dad01fd85a077f35e","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"4120360017010400","idStr":"4120360017010400"},"content":"游戏已经不是B站主要业务支柱，所以相对影响小一些，而网易基本游戏为主。","text":"游戏已经不是B站主要业务支柱，所以相对影响小一些，而网易基本游戏为主。","html":"游戏已经不是B站主要业务支柱，所以相对影响小一些，而网易基本游戏为主。"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}