社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
神乐永动机
愿豪杰与共，任天地纵横
IP属地：北京
+关注
帖子 · 209
帖子 · 209
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
神乐永动机
神乐永动机
·
11-20
75%毛利，卖白粉都没这个赚钱[流泪] [流泪]
英伟达送惊喜，上季营收加速增长62%，本季指引再超预期，黄仁勋称云GPU售罄
三季度总营收两年来首次同比加快增长，和数据中心收入齐创单季新高，后者同比增66%、环比增近25%；四季度营收指引中值同比增65%，三季度毛利率略低于预期但四季度料升至75%、六个季度内首次同比提升。Kress称，在三季度，GB300对英伟达营收的贡献超过了其前代产品GB200，实现了“交叉”。
英伟达送惊喜，上季营收加速增长62%，本季指引再超预期，黄仁勋称云GPU售罄
看
368
回复
评论
点赞
1
编组 21备份 2
分享
举报
神乐永动机
神乐永动机
·
09-17
大家都猜25个基点，但是我猜25个或者30个，总能对一个吧
看
399
回复
评论
点赞
1
编组 21备份 2
分享
举报
神乐永动机
神乐永动机
·
09-11
$甲骨文(ORCL)$
AI太可怕了，马老板的世界首富仅仅一天就被干没了，就这造富速度，美国还真的是独一无二，关键是人家成首富，你也可以跟着喝口汤
看
3,803
回复
2
点赞
3
编组 21备份 2
分享
举报
神乐永动机
神乐永动机
·
08-01
系列二，投资有所成就才是最好的，要是能有更多款式就更好了
看
1,167
回复
评论
点赞
1
编组 21备份 2
分享
举报
神乐永动机
神乐永动机
·
07-16
[吃瓜][吃瓜][吃瓜]当然是全都要
看
1,390
回复
评论
点赞
1
编组 21备份 2
分享
举报
神乐永动机
神乐永动机
·
05-07
也就是苹果的体量用AI搜索动摇了谷歌和百度这种搜索引擎厂商的基本盘
苹果探索在浏览器中加入AI搜索，考虑DeepSeek，已与微软达成合作
浏览器中的搜索量在4月份首次出现下滑。
苹果探索在浏览器中加入AI搜索，考虑DeepSeek，已与微软达成合作
看
4,146
回复
1
点赞
6
编组 21备份 2
分享
举报
神乐永动机
神乐永动机
·
03-21
再等一等，一定可以赚钱的[财迷][财迷][财迷]
看
2,591
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
神乐永动机
神乐永动机
·
01-31
ds这么快就被收编了？
英伟达：DeepSeek R1现正式上线英伟达NIM平台
1月31日，英伟达：DeepSeek-R1现已与英伟达NIM上线。Deepseek-R1 API预计将很快作为可下载的NIM微服务推出，成为英伟达人工智能企业软件平台的一部分。DeepSeek-R1是一个具有最先进推理能力的开放模型。
英伟达：DeepSeek R1现正式上线英伟达NIM平台
看
4,086
回复
1
点赞
1
编组 21备份 2
分享
举报
神乐永动机
神乐永动机
·
2024-12-30
小米这个推广给了多少🌾
看
2,786
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
神乐永动机
神乐永动机
·
2024-12-12
Replying to
@我是股神的小腿毛
:投票给毛毛[财迷][财迷][强][比心][比心][比心]//
@我是股神的小腿毛
:大家一定要看清规则，老虎这次最多可以投10票，所以如果你还没想好投谁的话，❤️请把票投给：
@空军大队长
我们的老朋友，故事很精彩
@阳光彩虹派
超级美女
@股海彦祖
人如其名，很帅，文章很有趣
@OptionS
关注他真的可以赚到钱
@谋定后动
看他的文章可以学到很多知识
@AliceSam
人特别nice的小姐姐
看
3,012
回复
评论
点赞
点赞
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":"3460118732808136","uuid":"3460118732808136","gmtCreate":1497024712213,"gmtModify":1732539965466,"name":"神乐永动机","pinyin":"slydjshenleyongdongji","introduction":"","introductionEn":"","signature":"愿豪杰与共，任天地纵横","avatar":"https://static.tigerbbs.com/2cdfdd9829ccf5898293df67ab7623ef","hat":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","hatId":"ca_profile_frame_DWr5S1","hatName":"","vip":1,"status":2,"fanSize":83,"headSize":122,"tweetSize":209,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":3,"name":"书生虎","nameTw":"書生虎","represent":"努力向上","factor":"发布10条非转发主帖,其中5条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":13,"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":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.09.17","exceedPercentage":"93.72%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"02aa7f16703b4ce4ace6f1a7665789cc-1","templateUuid":"02aa7f16703b4ce4ace6f1a7665789cc","name":"知识体验官","description":"观看学堂课程满5节","bigImgUrl":"https://static.tigerbbs.com/fb5ae275631fb96a92d475cdc85d2302","smallImgUrl":"https://static.tigerbbs.com/c2660a1935bd2105e97c9915619936c3","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.04.17","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":2006},{"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":"2022.12.01","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":"93.27%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":6,"currentWearingBadge":{"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":1,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.09.17","exceedPercentage":"93.21%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},"individualDisplayBadges":null,"crmLevel":6,"crmLevelSwitch":0,"location":"北京","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":22,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":502076075974744,"gmtCreate":1763596279161,"gmtModify":1763602601394,"author":{"id":"3460118732808136","authorId":"3460118732808136","name":"神乐永动机","avatar":"https://static.tigerbbs.com/2cdfdd9829ccf5898293df67ab7623ef","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460118732808136","authorIdStr":"3460118732808136"},"themes":[],"title":"","htmlText":"75%毛利，卖白粉都没这个赚钱[流泪] [流泪] ","listText":"75%毛利，卖白粉都没这个赚钱[流泪] [流泪] ","text":"75%毛利，卖白粉都没这个赚钱[流泪] [流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/502076075974744","repostId":"1169928806","repostType":2,"repost":{"id":"1169928806","kind":"news","pubTimestamp":1763593987,"share":"https://www.laohu8.com/m/news/1169928806?lang=&edition=full","pubTime":"2025-11-20 07:13","market":"us","language":"zh","title":"英伟达送惊喜，上季营收加速增长62%，本季指引再超预期，黄仁勋称云GPU售罄","url":"https://stock-news.laohu8.com/highlight/detail?id=1169928806","media":"华尔街见闻","summary":"三季度总营收两年来首次同比加快增长，和数据中心收入齐创单季新高，后者同比增66%、环比增近25%；四季度营收指引中值同比增65%，三季度毛利率略低于预期但四季度料升至75%、六个季度内首次同比提升。Kress称，在三季度，GB300对英伟达营收的贡献超过了其前代产品GB200，实现了“交叉”。","content":"<html><head></head><body><p>三季度总营收两年来首次同比加快增长，和数据中心收入齐创单季新高，后者同比增66%、环比增近25%；四季度营收指引中值同比增65%，三季度毛利率略低于预期但四季度料升至75%、六个季度内首次同比提升。黄仁勋称，Blackwell芯片销量远超预期，训练和推理的计算需求均呈指数级增长。股价盘后一度涨超6%。CFO重申，新芯片未来几个季度料将创收5000亿美元，称六年前发货的A100 GPU今年仍满负荷工作。</p><p>在投资者持续担心企业的人工智能（AI）领域超高投入难以为继之际，AI芯片龙头英伟达送来惊喜：上一财季营收加快增长，增速重回60%以上，和数据中心的收入均创单季新高，体现AI基础设施需求持续强劲，本财季的营收料将保持60%以上的增速，再度超出华尔街预期。</p><p style=\"text-align: justify;\">英伟达CEO黄仁勋在财报公告中表示，公司最新一代Blackwell架构的芯片“销量远超预期，云端GPU已售罄”，“训练和推理的计算需求持续加速增长，均呈指数级增长。我们已进入AI的良性循环。”</p><p style=\"text-align: justify;\">评论称，云GPU售罄通常是黄仁勋用来表明其芯片买家和用户——云服务商需求旺盛、且没有闲置产能的惯用说法。这显然是他近期的宣传策略，意在安抚担心产能过剩的投资者。还有评论指出，财报显示，截至 上财季末，英伟达持有现金及等价物606亿美元，显示其仍有充足的资金支持AI在新的经济领域应用。</p><p style=\"text-align: justify;\">财报公布后，收涨近3%的英伟达盘后涨幅迅速扩大，盘后涨幅曾超过6%。分析师认为，英伟达提供的总营收和毛利率指引缓和了外界的AI泡沫担忧。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1757cad246f8e49f8788abedf7936415\" tg-width=\"920\" tg-height=\"433\"/></p><p style=\"text-align: justify;\">美东时间11月19日周三美股盘后，英伟达公布截至自然年2025年10月26日的公司2026财年第三财季（下称三季度）财务数据，以及第四财季（下称四季度）的业绩指引。</p><p style=\"text-align: justify;\"><strong>1）主要财务数据</strong>：</p><blockquote><p style=\"text-align: justify;\"><strong>营收</strong>：三季度营业收入570.1亿美元，同比增长约62%，分析师预期551.9亿美元，英伟达自身指引529.2亿至550.8亿美元，前一季度同比增长56%。</p><p style=\"text-align: justify;\"><strong>EPS</strong>：三季度非GAAP口径下调整后的每股收益（EPS）为1.30美元，同比增长60%，分析师预期1.26美元，前一季度同比增长54%。</p><p style=\"text-align: justify;\"><strong>毛利率</strong>：三季度调整后毛利率为73.6%，同比下降1.4个百分点，分析师预期74.0%，英伟达指引为73%至74%，前一季度为72.7%、同比下降3个百分点。</p><p style=\"text-align: justify;\"><strong>营业费用</strong>：三季度调整后营业费用42.15亿美元，同比增长38%，分析师预期42.2亿美元，英伟达指引为42亿美元，前一季度增长36%。</p></blockquote><p style=\"text-align: justify;\"><strong>2）细分业务数据</strong>：</p><blockquote><p style=\"text-align: justify;\"><strong>数据中心</strong>：三季度数据中心营收512亿美元，同比增长66%，分析师预期为493.4亿美元，前一季度同比增长56%。</p><p style=\"text-align: justify;\"><strong>游戏和AI PC</strong>：三季度游戏和AI PC业务营收43亿美元，同比增长30%，分析师预期为44.2亿美元，前一季度同比增长49%。</p><p style=\"text-align: justify;\"><strong>专业可视化</strong>：三季度专业可视化营收7.6亿美元，同比增长56%，分析师预期为6.128亿美元，前一季度同比增长32%。</p><p style=\"text-align: justify;\"><strong>汽车和机器人</strong>：三季度汽车和机器人业务营收5.92亿美元，同比增长32%，分析师预期为6.209亿美元，前一季度同比增长69%。</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d9869718c5da11b4555259beb69afe79\" tg-width=\"2560\" tg-height=\"1438\"/></p><p style=\"text-align: justify;\"><strong>3）业绩指引</strong>：</p><blockquote><p style=\"text-align: justify;\"><strong>营收</strong>：四季度营收预计为650亿美元，上下浮动2%，即637亿至663亿美元，分析师预期中值为619.8亿美元。</p><p style=\"text-align: justify;\"><strong>毛利率</strong>：四季度非GAAP口径下调整后毛利率预计为75.0%，上下浮动50个基点，即74.5%至75.5%，分析师预期中值为74.6%。</p><p style=\"text-align: justify;\"><strong>营业费用</strong>：四季度调整后营业费用预计为50亿美元，分析师预期45.9亿美元。</p></blockquote><h2 id=\"id_2442317667\" style=\"text-align: start;\">总营收两年来首次同比加快增长 和数据中心收入齐创新高</h2><p style=\"text-align: justify;\">财报显示，英伟达三季度营收达到创纪录的570亿美元，高于公司的整个指引区间，并且较分析师预期高3%以上。营收同比增速从前一季度的56%提升至62%，这是自2024财年第四财季以来两年来首次营收增速较前一季度加快增长。</p><p style=\"text-align: justify;\">贡献三季度将近九成营收的数据中心业务收入也创单季最高纪录，较分析师预期高将近190亿美元、将近4%，同比增速从前一季的56%提升至66%。环比一季度，数据中心收入增长约101亿美元，环比大增24.6%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1e3faa4014fa39b651086259077aaf58\" tg-width=\"1204\" tg-height=\"666\"/></p><p style=\"text-align: justify;\">三季度调整后EPS盈利同比也加快增长，同比增速从前一季的54%提高至60%，为本财年内最高增速。</p><h2 id=\"id_1786843496\" style=\"text-align: start;\">营收指引中值同比增65% 毛利率升至75%</h2><p style=\"text-align: justify;\">从业绩指引看，英伟达的整个四季度营收指引区间都高于分析师预期中值，以指引区间的中值650亿美元计算，英伟达预计的四季度营收将再创单季新高，较分析师预期中值高将近5%，预计将同比增长逾65%，也就是有望保持60%以上的增速。</p><p style=\"text-align: justify;\">不过，此前一些非常乐观的华尔街人士预期营收为750亿美元，较英伟达的指引区间中值高15%以上。</p><p style=\"text-align: justify;\">英伟达首席财务官（CFO）Colette Kress在业绩电话会上说，四季度的营收指引未包含来自中国的数据中心计算收入。</p><p style=\"text-align: justify;\">英伟达三季度的毛利率同比超预期回落至73.6%，略低于分析师预期的74.0%，但四季度毛利率指引表现不错。</p><p style=\"text-align: justify;\">四季度英伟达预计，毛利率中值将较去年同期的73.5%提高至75.0%，那将是自2025财年第二财季以来六个季度内首次毛利率同比增长。Kress说，即使面临投入成本不断增加，英伟达也在努力将毛利率维持在75%左右。</p><p style=\"text-align: justify;\">Wedbush证券的分析师Matt Bryson指出，英伟达实现了此前投资者担忧无法达到的两个目标，一是预测总营收将超高600亿美元，二是预计毛利率将达到75%左右。</p><p style=\"text-align: justify;\">彭博行业研究高级技术分析师Kunjan Sobhani评论称，英伟达三季度的业绩和四季度的指引均高于市场普遍预期，指引尤其高于预期，据其解读，也领先于大多数买方机构的预测。这表明，GB300芯片的产能将大幅提升。</p><h2 id=\"id_2765984211\" style=\"text-align: start;\">CFO：六年前发货的A100 GPU今年仍满负荷工作</h2><p style=\"text-align: justify;\">花旗、摩根大通等机构此前就对英伟达的三季度业绩持乐观态度。这种信心源于英伟达的客户基础。微软、亚马逊、Alphabet和Meta这四家公司合计占英伟达销售额的40%以上，预计未来12个月这些公司的AI支出总额将增长34%至4400亿美元。</p><p style=\"text-align: justify;\">更关键的是，黄仁勋在今年10月的GTC大会上透露，英伟达已合计获得2025年和2026年两个公历年价值5000亿美元的芯片订单，其中包括将于明年开始量产的新一代Rubin芯片。</p><p style=\"text-align: justify;\">本周三的业绩电话会上，英伟达CFO Kress重申，英伟达预计，旗下最先进的一些芯片未来几个季度将带来5000亿美元的收入，并且数据中心基础设施领域存在着数万亿美元的巨大整体机遇。</p><p style=\"text-align: justify;\">Kress说，英伟达有望达成这一5000亿美元的目标，而且这个数字还会增长。</p><p style=\"text-align: justify;\">Kress表示，OpenAI的用户数量和毛利率都是令人鼓舞的迹象，其竞争对手Anthropic的营收也同样让人鼓舞。</p><p style=\"text-align: justify;\">Kress称，在三季度，GB300对英伟达营收的贡献超过了其前代产品GB200，实现了“交叉”。六年前发货的A100 GPU今年仍满负荷工作。</p><p style=\"text-align: justify;\">Kress透露，针对中国市场的定制款AI芯片H20三季度销售仅仅0.5亿美元。她说，由于地缘政治问题的缘故、也因为市场竞争越来越激烈，H20 AI芯片的订单永远不会很大。公司正在努力寻找方法对华出口“更具竞争力的数据中心计算产品”。</p></body></html>","source":"lsy1762389672944","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>英伟达送惊喜，上季营收加速增长62%，本季指引再超预期，黄仁勋称云GPU售罄</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英伟达送惊喜，上季营收加速增长62%，本季指引再超预期，黄仁勋称云GPU售罄\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-20 07:13 北京时间 <a href=https://wallstreetcn.com/articles/3759751><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>三季度总营收两年来首次同比加快增长，和数据中心收入齐创单季新高，后者同比增66%、环比增近25%；四季度营收指引中值同比增65%，三季度毛利率略低于预期但四季度料升至75%、六个季度内首次同比提升。黄仁勋称，Blackwell芯片销量远超预期，训练和推理的计算需求均呈指数级增长。股价盘后一度涨超6%。CFO重申，新芯片未来几个季度料将创收5000亿美元，称六年前发货的A100 GPU今年仍满负荷...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3759751\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6954d1dc2b34c5f605b752cf346a1934","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://wallstreetcn.com/articles/3759751","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169928806","content_text":"三季度总营收两年来首次同比加快增长，和数据中心收入齐创单季新高，后者同比增66%、环比增近25%；四季度营收指引中值同比增65%，三季度毛利率略低于预期但四季度料升至75%、六个季度内首次同比提升。黄仁勋称，Blackwell芯片销量远超预期，训练和推理的计算需求均呈指数级增长。股价盘后一度涨超6%。CFO重申，新芯片未来几个季度料将创收5000亿美元，称六年前发货的A100 GPU今年仍满负荷工作。在投资者持续担心企业的人工智能（AI）领域超高投入难以为继之际，AI芯片龙头英伟达送来惊喜：上一财季营收加快增长，增速重回60%以上，和数据中心的收入均创单季新高，体现AI基础设施需求持续强劲，本财季的营收料将保持60%以上的增速，再度超出华尔街预期。英伟达CEO黄仁勋在财报公告中表示，公司最新一代Blackwell架构的芯片“销量远超预期，云端GPU已售罄”，“训练和推理的计算需求持续加速增长，均呈指数级增长。我们已进入AI的良性循环。”评论称，云GPU售罄通常是黄仁勋用来表明其芯片买家和用户——云服务商需求旺盛、且没有闲置产能的惯用说法。这显然是他近期的宣传策略，意在安抚担心产能过剩的投资者。还有评论指出，财报显示，截至 上财季末，英伟达持有现金及等价物606亿美元，显示其仍有充足的资金支持AI在新的经济领域应用。财报公布后，收涨近3%的英伟达盘后涨幅迅速扩大，盘后涨幅曾超过6%。分析师认为，英伟达提供的总营收和毛利率指引缓和了外界的AI泡沫担忧。美东时间11月19日周三美股盘后，英伟达公布截至自然年2025年10月26日的公司2026财年第三财季（下称三季度）财务数据，以及第四财季（下称四季度）的业绩指引。1）主要财务数据：营收：三季度营业收入570.1亿美元，同比增长约62%，分析师预期551.9亿美元，英伟达自身指引529.2亿至550.8亿美元，前一季度同比增长56%。EPS：三季度非GAAP口径下调整后的每股收益（EPS）为1.30美元，同比增长60%，分析师预期1.26美元，前一季度同比增长54%。毛利率：三季度调整后毛利率为73.6%，同比下降1.4个百分点，分析师预期74.0%，英伟达指引为73%至74%，前一季度为72.7%、同比下降3个百分点。营业费用：三季度调整后营业费用42.15亿美元，同比增长38%，分析师预期42.2亿美元，英伟达指引为42亿美元，前一季度增长36%。2）细分业务数据：数据中心：三季度数据中心营收512亿美元，同比增长66%，分析师预期为493.4亿美元，前一季度同比增长56%。游戏和AI PC：三季度游戏和AI PC业务营收43亿美元，同比增长30%，分析师预期为44.2亿美元，前一季度同比增长49%。专业可视化：三季度专业可视化营收7.6亿美元，同比增长56%，分析师预期为6.128亿美元，前一季度同比增长32%。汽车和机器人：三季度汽车和机器人业务营收5.92亿美元，同比增长32%，分析师预期为6.209亿美元，前一季度同比增长69%。3）业绩指引：营收：四季度营收预计为650亿美元，上下浮动2%，即637亿至663亿美元，分析师预期中值为619.8亿美元。毛利率：四季度非GAAP口径下调整后毛利率预计为75.0%，上下浮动50个基点，即74.5%至75.5%，分析师预期中值为74.6%。营业费用：四季度调整后营业费用预计为50亿美元，分析师预期45.9亿美元。总营收两年来首次同比加快增长 和数据中心收入齐创新高财报显示，英伟达三季度营收达到创纪录的570亿美元，高于公司的整个指引区间，并且较分析师预期高3%以上。营收同比增速从前一季度的56%提升至62%，这是自2024财年第四财季以来两年来首次营收增速较前一季度加快增长。贡献三季度将近九成营收的数据中心业务收入也创单季最高纪录，较分析师预期高将近190亿美元、将近4%，同比增速从前一季的56%提升至66%。环比一季度，数据中心收入增长约101亿美元，环比大增24.6%。三季度调整后EPS盈利同比也加快增长，同比增速从前一季的54%提高至60%，为本财年内最高增速。营收指引中值同比增65% 毛利率升至75%从业绩指引看，英伟达的整个四季度营收指引区间都高于分析师预期中值，以指引区间的中值650亿美元计算，英伟达预计的四季度营收将再创单季新高，较分析师预期中值高将近5%，预计将同比增长逾65%，也就是有望保持60%以上的增速。不过，此前一些非常乐观的华尔街人士预期营收为750亿美元，较英伟达的指引区间中值高15%以上。英伟达首席财务官（CFO）Colette Kress在业绩电话会上说，四季度的营收指引未包含来自中国的数据中心计算收入。英伟达三季度的毛利率同比超预期回落至73.6%，略低于分析师预期的74.0%，但四季度毛利率指引表现不错。四季度英伟达预计，毛利率中值将较去年同期的73.5%提高至75.0%，那将是自2025财年第二财季以来六个季度内首次毛利率同比增长。Kress说，即使面临投入成本不断增加，英伟达也在努力将毛利率维持在75%左右。Wedbush证券的分析师Matt Bryson指出，英伟达实现了此前投资者担忧无法达到的两个目标，一是预测总营收将超高600亿美元，二是预计毛利率将达到75%左右。彭博行业研究高级技术分析师Kunjan Sobhani评论称，英伟达三季度的业绩和四季度的指引均高于市场普遍预期，指引尤其高于预期，据其解读，也领先于大多数买方机构的预测。这表明，GB300芯片的产能将大幅提升。CFO：六年前发货的A100 GPU今年仍满负荷工作花旗、摩根大通等机构此前就对英伟达的三季度业绩持乐观态度。这种信心源于英伟达的客户基础。微软、亚马逊、Alphabet和Meta这四家公司合计占英伟达销售额的40%以上，预计未来12个月这些公司的AI支出总额将增长34%至4400亿美元。更关键的是，黄仁勋在今年10月的GTC大会上透露，英伟达已合计获得2025年和2026年两个公历年价值5000亿美元的芯片订单，其中包括将于明年开始量产的新一代Rubin芯片。本周三的业绩电话会上，英伟达CFO Kress重申，英伟达预计，旗下最先进的一些芯片未来几个季度将带来5000亿美元的收入，并且数据中心基础设施领域存在着数万亿美元的巨大整体机遇。Kress说，英伟达有望达成这一5000亿美元的目标，而且这个数字还会增长。Kress表示，OpenAI的用户数量和毛利率都是令人鼓舞的迹象，其竞争对手Anthropic的营收也同样让人鼓舞。Kress称，在三季度，GB300对英伟达营收的贡献超过了其前代产品GB200，实现了“交叉”。六年前发货的A100 GPU今年仍满负荷工作。Kress透露，针对中国市场的定制款AI芯片H20三季度销售仅仅0.5亿美元。她说，由于地缘政治问题的缘故、也因为市场竞争越来越激烈，H20 AI芯片的订单永远不会很大。公司正在努力寻找方法对华出口“更具竞争力的数据中心计算产品”。","news_type":1,"symbols_score_info":{"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":479612081168872,"gmtCreate":1758116875103,"gmtModify":1758116877583,"author":{"id":"3460118732808136","authorId":"3460118732808136","name":"神乐永动机","avatar":"https://static.tigerbbs.com/2cdfdd9829ccf5898293df67ab7623ef","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460118732808136","authorIdStr":"3460118732808136"},"themes":[],"htmlText":"大家都猜25个基点，但是我猜25个或者30个，总能对一个吧","listText":"大家都猜25个基点，但是我猜25个或者30个，总能对一个吧","text":"大家都猜25个基点，但是我猜25个或者30个，总能对一个吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/479612081168872","isVote":1,"tweetType":1,"viewCount":399,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":477257954673488,"gmtCreate":1757540500534,"gmtModify":1757540501851,"author":{"id":"3460118732808136","authorId":"3460118732808136","name":"神乐永动机","avatar":"https://static.tigerbbs.com/2cdfdd9829ccf5898293df67ab7623ef","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460118732808136","authorIdStr":"3460118732808136"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a> AI太可怕了，马老板的世界首富仅仅一天就被干没了，就这造富速度，美国还真的是独一无二，关键是人家成首富，你也可以跟着喝口汤","listText":"<a href=\"https://laohu8.com/S/ORCL\">$甲骨文(ORCL)$ </a> AI太可怕了，马老板的世界首富仅仅一天就被干没了，就这造富速度，美国还真的是独一无二，关键是人家成首富，你也可以跟着喝口汤","text":"$甲骨文(ORCL)$ AI太可怕了，马老板的世界首富仅仅一天就被干没了，就这造富速度，美国还真的是独一无二，关键是人家成首富，你也可以跟着喝口汤","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/477257954673488","isVote":1,"tweetType":1,"viewCount":3803,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3561613422614984","authorId":"3561613422614984","name":"一点不通","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3561613422614984","authorIdStr":"3561613422614984"},"content":"和ai有什么关系啊","text":"和ai有什么关系啊","html":"和ai有什么关系啊"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462977531228192,"gmtCreate":1754037810742,"gmtModify":1754038292736,"author":{"id":"3460118732808136","authorId":"3460118732808136","name":"神乐永动机","avatar":"https://static.tigerbbs.com/2cdfdd9829ccf5898293df67ab7623ef","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460118732808136","authorIdStr":"3460118732808136"},"themes":[],"htmlText":"系列二，投资有所成就才是最好的，要是能有更多款式就更好了","listText":"系列二，投资有所成就才是最好的，要是能有更多款式就更好了","text":"系列二，投资有所成就才是最好的，要是能有更多款式就更好了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462977531228192","isVote":1,"tweetType":1,"viewCount":1167,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":457241256935520,"gmtCreate":1752668421771,"gmtModify":1752668422972,"author":{"id":"3460118732808136","authorId":"3460118732808136","name":"神乐永动机","avatar":"https://static.tigerbbs.com/2cdfdd9829ccf5898293df67ab7623ef","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460118732808136","authorIdStr":"3460118732808136"},"themes":[],"htmlText":"[吃瓜][吃瓜][吃瓜]当然是全都要","listText":"[吃瓜][吃瓜][吃瓜]当然是全都要","text":"[吃瓜][吃瓜][吃瓜]当然是全都要","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/457241256935520","isVote":1,"tweetType":1,"viewCount":1390,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":432533031780816,"gmtCreate":1746632469759,"gmtModify":1746632471978,"author":{"id":"3460118732808136","authorId":"3460118732808136","name":"神乐永动机","avatar":"https://static.tigerbbs.com/2cdfdd9829ccf5898293df67ab7623ef","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460118732808136","authorIdStr":"3460118732808136"},"themes":[],"htmlText":"也就是苹果的体量用AI搜索动摇了谷歌和百度这种搜索引擎厂商的基本盘","listText":"也就是苹果的体量用AI搜索动摇了谷歌和百度这种搜索引擎厂商的基本盘","text":"也就是苹果的体量用AI搜索动摇了谷歌和百度这种搜索引擎厂商的基本盘","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":6,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/432533031780816","repostId":"1133269297","repostType":4,"repost":{"id":"1133269297","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":1746629679,"share":"https://www.laohu8.com/m/news/1133269297?lang=&edition=full","pubTime":"2025-05-07 22:54","market":"us","language":"zh","title":"苹果探索在浏览器中加入AI搜索，考虑DeepSeek，已与微软达成合作","url":"https://stock-news.laohu8.com/highlight/detail?id=1133269297","media":"老虎资讯综合","summary":"浏览器中的搜索量在4月份首次出现下滑。","content":"<html><head></head><body><p>苹果公司高级副总裁Eddy Cue表示，<strong>苹果正在探索在浏览器中加入人工智能搜索功能。同时，Cue称“浏览器中的搜索量在4月份首次出现下滑”。</strong></p><p>Eddy Cue：<strong>苹果公司和微软已达成年度搜索合作协议。</strong>苹果无意开发自己的通用搜索引擎。</p><p>市场消息：苹果考虑了Anthropic、DeepSeek、Grok和Perplexity这几家人工智能公司。</p><p><strong>谷歌每年向苹果支付 200 亿美元，以便将其搜索引擎设为 Safari 浏览器的默认搜索选项。</strong></p><p>谷歌、谷歌A盘中“跳水”，截至发稿双双跌超8%。同时，百度跌超5%，苹果跌1.7%。微软涨0.15%。纳斯达克指数受累跌约0.3%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33bb8dfdaa4dc6891210f248516fb091\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e8f1844d12096fd4fdd3b08e6236c9c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/20c26eea416a4f1f1c5f0194173c28d7\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28cdc781588a2049d61748baca1fe809\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/75162f57785c7b66d0a721f439fad1b6\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></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>苹果探索在浏览器中加入AI搜索，考虑DeepSeek，已与微软达成合作</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苹果探索在浏览器中加入AI搜索，考虑DeepSeek，已与微软达成合作\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\">2025-05-07 22:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>苹果公司高级副总裁Eddy Cue表示，<strong>苹果正在探索在浏览器中加入人工智能搜索功能。同时，Cue称“浏览器中的搜索量在4月份首次出现下滑”。</strong></p><p>Eddy Cue：<strong>苹果公司和微软已达成年度搜索合作协议。</strong>苹果无意开发自己的通用搜索引擎。</p><p>市场消息：苹果考虑了Anthropic、DeepSeek、Grok和Perplexity这几家人工智能公司。</p><p><strong>谷歌每年向苹果支付 200 亿美元，以便将其搜索引擎设为 Safari 浏览器的默认搜索选项。</strong></p><p>谷歌、谷歌A盘中“跳水”，截至发稿双双跌超8%。同时，百度跌超5%，苹果跌1.7%。微软涨0.15%。纳斯达克指数受累跌约0.3%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/33bb8dfdaa4dc6891210f248516fb091\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8e8f1844d12096fd4fdd3b08e6236c9c\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/20c26eea416a4f1f1c5f0194173c28d7\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/28cdc781588a2049d61748baca1fe809\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/75162f57785c7b66d0a721f439fad1b6\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0370329b43becf668d96db4eab36deef","relate_stocks":{"BIDU":"百度","GOOG":"谷歌","AAPL":"苹果"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1133269297","content_text":"苹果公司高级副总裁Eddy Cue表示，苹果正在探索在浏览器中加入人工智能搜索功能。同时，Cue称“浏览器中的搜索量在4月份首次出现下滑”。Eddy Cue：苹果公司和微软已达成年度搜索合作协议。苹果无意开发自己的通用搜索引擎。市场消息：苹果考虑了Anthropic、DeepSeek、Grok和Perplexity这几家人工智能公司。谷歌每年向苹果支付 200 亿美元，以便将其搜索引擎设为 Safari 浏览器的默认搜索选项。谷歌、谷歌A盘中“跳水”，截至发稿双双跌超8%。同时，百度跌超5%，苹果跌1.7%。微软涨0.15%。纳斯达克指数受累跌约0.3%。","news_type":1,"symbols_score_info":{"GOOG":1.1,"AAPL":1.1,"BIDU":1.1}},"isVote":1,"tweetType":1,"viewCount":4146,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3488536384150148","authorId":"3488536384150148","name":"创之巅","avatar":"https://static.tigerbbs.com/fddb3f81b03736960035a954bd1a27ef","crmLevel":3,"crmLevelSwitch":0,"idStr":"3488536384150148","authorIdStr":"3488536384150148"},"content":"谷歌不用每年付200亿美元也挺好的","text":"谷歌不用每年付200亿美元也挺好的","html":"谷歌不用每年付200亿美元也挺好的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":415957103366400,"gmtCreate":1742560148560,"gmtModify":1742560150736,"author":{"id":"3460118732808136","authorId":"3460118732808136","name":"神乐永动机","avatar":"https://static.tigerbbs.com/2cdfdd9829ccf5898293df67ab7623ef","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460118732808136","authorIdStr":"3460118732808136"},"themes":[],"htmlText":"再等一等，一定可以赚钱的[财迷][财迷][财迷]","listText":"再等一等，一定可以赚钱的[财迷][财迷][财迷]","text":"再等一等，一定可以赚钱的[财迷][财迷][财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/415957103366400","isVote":1,"tweetType":1,"viewCount":2591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398375289344168,"gmtCreate":1738282166895,"gmtModify":1738282168256,"author":{"id":"3460118732808136","authorId":"3460118732808136","name":"神乐永动机","avatar":"https://static.tigerbbs.com/2cdfdd9829ccf5898293df67ab7623ef","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460118732808136","authorIdStr":"3460118732808136"},"themes":[],"htmlText":"ds这么快就被收编了？","listText":"ds这么快就被收编了？","text":"ds这么快就被收编了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/398375289344168","repostId":"1174307567","repostType":4,"repost":{"id":"1174307567","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":1738280450,"share":"https://www.laohu8.com/m/news/1174307567?lang=&edition=full","pubTime":"2025-01-31 07:40","market":"us","language":"zh","title":"英伟达：DeepSeek R1现正式上线英伟达NIM平台","url":"https://stock-news.laohu8.com/highlight/detail?id=1174307567","media":"老虎资讯综合","summary":"1月31日，英伟达：DeepSeek-R1现已与英伟达NIM上线。Deepseek-R1 API预计将很快作为可下载的NIM微服务推出，成为英伟达人工智能企业软件平台的一部分。DeepSeek-R1是一个具有最先进推理能力的开放模型。","content":"<html><head></head><body><p>1月31日，据英伟达网站，DeepSeek R1 671b已作为英伟达NIM微服务预览版在build.nvidia.com上发布。DeepSeek R1 NIM微服务在单个英伟达HGX H200系统上每秒最多可处理3,872个token。开发人员可以对API进行测试和实验，预计该API不久将作为英伟达AI Enterprise软件平台的一部分，以可下载的NIM微服务形式推出。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/37702a92a06adc586d4416c259549b7d\" tg-width=\"960\" tg-height=\"938\"/></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>英伟达：DeepSeek R1现正式上线英伟达NIM平台</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英伟达：DeepSeek R1现正式上线英伟达NIM平台\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\">2025-01-31 07:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>1月31日，据英伟达网站，DeepSeek R1 671b已作为英伟达NIM微服务预览版在build.nvidia.com上发布。DeepSeek R1 NIM微服务在单个英伟达HGX H200系统上每秒最多可处理3,872个token。开发人员可以对API进行测试和实验，预计该API不久将作为英伟达AI Enterprise软件平台的一部分，以可下载的NIM微服务形式推出。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/37702a92a06adc586d4416c259549b7d\" tg-width=\"960\" tg-height=\"938\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7d0312efac4d277d0a1ab515a8a0e458","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174307567","content_text":"1月31日，据英伟达网站，DeepSeek R1 671b已作为英伟达NIM微服务预览版在build.nvidia.com上发布。DeepSeek R1 NIM微服务在单个英伟达HGX H200系统上每秒最多可处理3,872个token。开发人员可以对API进行测试和实验，预计该API不久将作为英伟达AI Enterprise软件平台的一部分，以可下载的NIM微服务形式推出。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":4086,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4200111072857902","authorId":"4200111072857902","name":"59eacbd8","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"4200111072857902","authorIdStr":"4200111072857902"},"content":"开源的还收编不收编…你","text":"开源的还收编不收编…你","html":"开源的还收编不收编…你"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":387201270022328,"gmtCreate":1735549743185,"gmtModify":1735549745018,"author":{"id":"3460118732808136","authorId":"3460118732808136","name":"神乐永动机","avatar":"https://static.tigerbbs.com/2cdfdd9829ccf5898293df67ab7623ef","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460118732808136","authorIdStr":"3460118732808136"},"themes":[],"htmlText":"小米这个推广给了多少🌾","listText":"小米这个推广给了多少🌾","text":"小米这个推广给了多少🌾","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387201270022328","isVote":1,"tweetType":1,"viewCount":2786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380830791635224,"gmtCreate":1734007333989,"gmtModify":1734007341225,"author":{"id":"3460118732808136","authorId":"3460118732808136","name":"神乐永动机","avatar":"https://static.tigerbbs.com/2cdfdd9829ccf5898293df67ab7623ef","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460118732808136","authorIdStr":"3460118732808136"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/20733756400840\">@我是股神的小腿毛</a>:投票给毛毛[财迷][财迷][强][比心][比心][比心]//<a href=\"https://laohu8.com/U/20733756400840\">@我是股神的小腿毛</a>:大家一定要看清规则，老虎这次最多可以投10票，所以如果你还没想好投谁的话，❤️请把票投给： <a href=\"https://laohu8.com/U/74125836878304\">@空军大队长</a> 我们的老朋友，故事很精彩 <a href=\"https://laohu8.com/U/3456261161734053\">@阳光彩虹派</a> 超级美女 <a href=\"https://laohu8.com/U/3495188029450948\">@股海彦祖</a> 人如其名，很帅，文章很有趣 <a href=\"https://laohu8.com/U/3585800644196386\">@OptionS</a> 关注他真的可以赚到钱 <a href=\"https://laohu8.com/U/3556673506813374\">@谋定后动</a> 看他的文章可以学到很多知识 <a href=\"https://laohu8.com/U/4087422624240810\">@AliceSam</a> 人特别nice的小姐姐","listText":"Replying to <a href=\"https://laohu8.com/U/20733756400840\">@我是股神的小腿毛</a>:投票给毛毛[财迷][财迷][强][比心][比心][比心]//<a href=\"https://laohu8.com/U/20733756400840\">@我是股神的小腿毛</a>:大家一定要看清规则，老虎这次最多可以投10票，所以如果你还没想好投谁的话，❤️请把票投给： <a href=\"https://laohu8.com/U/74125836878304\">@空军大队长</a> 我们的老朋友，故事很精彩 <a href=\"https://laohu8.com/U/3456261161734053\">@阳光彩虹派</a> 超级美女 <a href=\"https://laohu8.com/U/3495188029450948\">@股海彦祖</a> 人如其名，很帅，文章很有趣 <a href=\"https://laohu8.com/U/3585800644196386\">@OptionS</a> 关注他真的可以赚到钱 <a href=\"https://laohu8.com/U/3556673506813374\">@谋定后动</a> 看他的文章可以学到很多知识 <a href=\"https://laohu8.com/U/4087422624240810\">@AliceSam</a> 人特别nice的小姐姐","text":"Replying to @我是股神的小腿毛:投票给毛毛[财迷][财迷][强][比心][比心][比心]//@我是股神的小腿毛:大家一定要看清规则，老虎这次最多可以投10票，所以如果你还没想好投谁的话，❤️请把票投给： @空军大队长 我们的老朋友，故事很精彩 @阳光彩虹派 超级美女 @股海彦祖 人如其名，很帅，文章很有趣 @OptionS 关注他真的可以赚到钱 @谋定后动 看他的文章可以学到很多知识 @AliceSam 人特别nice的小姐姐","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380830791635224","isVote":1,"tweetType":1,"viewCount":3012,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}