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回心转意
回心转意
·
02-27
厉害啊👍
英伟达Q4营收393.31亿美元,同比大增78%,黄仁勋:对Blackwell需求惊人
英伟达2025财年Q4营收393.31亿美元,市场预期为382.5亿美元,上年同期为221亿美元;数据中心业务收入为355.8亿美元,市场预期340.9亿美元,上年同期为184亿美元。
英伟达Q4营收393.31亿美元,同比大增78%,黄仁勋:对Blackwell需求惊人
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回心转意
·
02-11
$比亚迪(002594)$
$比亚迪股份(01211)$
$小米集团-W(01810)$
我不明白,一个不支持城市道路,不支持红绿灯和行人的天神之眼C也能叫高阶智驾???全系标配高阶智驾,看到比亚迪 带上了智驾两个字,就沸腾了?
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回心转意
·
02-11
$比亚迪股份(01211)$
$蔚来(NIO)$
$小鹏汽车(XPEV)$
$理想汽车(LI)$
别担心,比亚迪的高阶智驾和行业的认知不一样。比亚迪的智驾分ABC等级。其中,C等级100TOPS左右的算力,没有城区智驾的(不能处理红绿灯和行人等),也没用激光雷达。对于它的B等级,我怀疑一颗orin x能做到多大程度的智驾。目前,高阶智驾,包括理想,小米,小鹏,都是2颗orin x芯片的。比亚迪的A等级才是2颗orin x。根据比亚迪的品性,之前为了成本就把手机芯片当车用。我觉得,比亚迪在硬件上的投入不会下本的。虽然现在有deepseek,但我认为,2颗orin芯片,508TOPS的算力,在未来还是不够的。
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回心转意
·
02-08
看起来mona m03还有的赚[笑哭]
非常抱歉,此主贴已删除
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回心转意
·
02-06
大家搞asic主要是英伟达的芯片太贵。而且AI算法变了,asic芯片可能就发挥不了作用了。我认为,通用、廉价的芯片才是大规模AI计算的首选。AMD应该有希望赢的。但是AMD的出货增速一直不高,这是个问题。
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回心转意
·
02-03
$小鹏汽车(XPEV)$
说实话,只要中国的汽车公司没有内部腐败(包括裁掉不合格的主管),我觉得中国的汽车公司在全球市场都有一席之地。
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回心转意
·
02-01
娃都不生了,卖这么多奶爸车可以了
理想汽车:1月交付车辆29,927辆,L6车型突破里程碑
累计交付量达到1,163,799辆。
理想汽车:1月交付车辆29,927辆,L6车型突破里程碑
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回心转意
·
01-15
比美爹差多了,川普34项罪,有罪,无条件释放
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回心转意
·
01-14
$美国超微公司(AMD)$
人生啊,鹿茸啊,马上过年了,阳台的风有点大。
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05:24","market":"us","language":"zh","title":"英伟达Q4营收393.31亿美元,同比大增78%,黄仁勋:对Blackwell需求惊人","url":"https://stock-news.laohu8.com/highlight/detail?id=1162901168","media":"老虎资讯综合","summary":"英伟达2025财年Q4营收393.31亿美元,市场预期为382.5亿美元,上年同期为221亿美元;数据中心业务收入为355.8亿美元,市场预期340.9亿美元,上年同期为184亿美元。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 2025财年Q4营收393.31亿美元,市场预期为382.5亿美元,上年同期为221亿美元;数据中心业务收入为355.8亿美元,市场预期340.9亿美元,上年同期为184亿美元。</p><p>Q4净利润220.91亿美元,市场预期为197.8亿美元,上年同期为122.85亿美元;预计2026财年第一季度营收为430亿美元,市场预期423亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/458f73115d2b4162d18e51b21a52407c\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>CEO黄仁勋表示,对Blackwell的需求是惊人的,因为推理人工智能增加了另一条扩展定律——增加训练计算使模型更智能,增加长期思考计算使答案更智能。</p><blockquote><p>“我们已经成功地大规模生产了Blackwell人工智能超级计算机,在其首个季度实现了数十亿美元的销售额。随着代理AI和物理AI为下一波AI革命铺平道路,AI正在以光速发展,这将彻底改变最大的那些行业。”</p></blockquote><p>具体来看,在2023年因AI热潮呈现爆发式增长后,最近一年英伟达的营收增长持续放缓,四季度的同比增速为2024财年第一财季以来的将近两年来最低水平,不到一年前2024财年第四财季增速高峰265%的三分之一。</p><p style=\"text-align: justify;\">但四季度英伟达略低于80%的营收增速还高于分析师预期的增速73%,营收依然创单季最高纪录。到去年末,英伟达连续两个季度的收入同比增速低于100%,全年营收仍较一年前增长114%。</p><h2 id=\"id_4289602411\">细分业务数据</h2><blockquote><p><strong>数据中心</strong>:四季度数据中心营收356亿美元,同比增长93%,分析师预期为340.9亿美元,前一季度同比增长112%。</p><p><strong>游戏和AI PC</strong>:四季度游戏和AI PC业务营收25亿美元,同比下降11%,分析师预期为30.2亿美元,前一季度同比增长15%。</p><p><strong>专业可视化</strong>:四季度专业可视化营收5.11亿美元,同比增长10%,分析师预期为5.076亿美元,前一季度同比增长17%。</p><p><strong>汽车和机器人</strong>:四季度汽车和机器人业务营收5.7亿美元,同比增长27%,分析师预期为4.607亿美元,前一季度同比增长72%。</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a290fadfe1c92fd60793932425ad7d2\" alt=\"\" title=\"\" tg-width=\"2560\" tg-height=\"1435\"/></p><p style=\"text-align: justify;\">四季度英伟达的核心业务数据中心增速同样放缓,自2024财年第一财季以来首次同比增长不到100%,但还强于分析师预计的增速85%。四季度数据中心的收入和全年的收入1152亿美元分别创季度和年度新高。</p><p style=\"text-align: justify;\">英伟达的几大业务中,四季度只有游戏业务的收入逊色。分析师预期游戏芯片的收入将同比增长4.1%,而英伟达公布的实际收入同比下降了11%。</p><p style=\"text-align: justify;\">本次财报发布后,英伟达CFO Kress在点评业绩时解释,游戏业务的收入之所以同比下降11%、环比下降22%,是因为Blackwell和Ada架构的GPU都供应有限。</p><p style=\"text-align: justify;\">英伟达提供的指引显示,一季度公司的总营收将进一步放缓。</p><p style=\"text-align: justify;\">以指引区间计算,英伟达预计,一季度营收将同比增长62.1%至68.7%,营收中值同比增长65.4%,而分析师预期的水平靠近指引区间的低端、预计增长62.6%。英伟达预计一季度毛利率最高71.5%,略低于分析师预期的72%。</p><p>公司盘后股价一度拉升超3%,截至发稿涨2.19%,报134.16美元。</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\" 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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Q4营收393.31亿美元,同比大增78%,黄仁勋:对Blackwell需求惊人\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\">2025-02-27 05:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 2025财年Q4营收393.31亿美元,市场预期为382.5亿美元,上年同期为221亿美元;数据中心业务收入为355.8亿美元,市场预期340.9亿美元,上年同期为184亿美元。</p><p>Q4净利润220.91亿美元,市场预期为197.8亿美元,上年同期为122.85亿美元;预计2026财年第一季度营收为430亿美元,市场预期423亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/458f73115d2b4162d18e51b21a52407c\" title=\"\" tg-width=\"1080\" tg-height=\"1080\"/></p><p>CEO黄仁勋表示,对Blackwell的需求是惊人的,因为推理人工智能增加了另一条扩展定律——增加训练计算使模型更智能,增加长期思考计算使答案更智能。</p><blockquote><p>“我们已经成功地大规模生产了Blackwell人工智能超级计算机,在其首个季度实现了数十亿美元的销售额。随着代理AI和物理AI为下一波AI革命铺平道路,AI正在以光速发展,这将彻底改变最大的那些行业。”</p></blockquote><p>具体来看,在2023年因AI热潮呈现爆发式增长后,最近一年英伟达的营收增长持续放缓,四季度的同比增速为2024财年第一财季以来的将近两年来最低水平,不到一年前2024财年第四财季增速高峰265%的三分之一。</p><p style=\"text-align: justify;\">但四季度英伟达略低于80%的营收增速还高于分析师预期的增速73%,营收依然创单季最高纪录。到去年末,英伟达连续两个季度的收入同比增速低于100%,全年营收仍较一年前增长114%。</p><h2 id=\"id_4289602411\">细分业务数据</h2><blockquote><p><strong>数据中心</strong>:四季度数据中心营收356亿美元,同比增长93%,分析师预期为340.9亿美元,前一季度同比增长112%。</p><p><strong>游戏和AI PC</strong>:四季度游戏和AI PC业务营收25亿美元,同比下降11%,分析师预期为30.2亿美元,前一季度同比增长15%。</p><p><strong>专业可视化</strong>:四季度专业可视化营收5.11亿美元,同比增长10%,分析师预期为5.076亿美元,前一季度同比增长17%。</p><p><strong>汽车和机器人</strong>:四季度汽车和机器人业务营收5.7亿美元,同比增长27%,分析师预期为4.607亿美元,前一季度同比增长72%。</p></blockquote><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0a290fadfe1c92fd60793932425ad7d2\" alt=\"\" title=\"\" tg-width=\"2560\" tg-height=\"1435\"/></p><p style=\"text-align: justify;\">四季度英伟达的核心业务数据中心增速同样放缓,自2024财年第一财季以来首次同比增长不到100%,但还强于分析师预计的增速85%。四季度数据中心的收入和全年的收入1152亿美元分别创季度和年度新高。</p><p style=\"text-align: justify;\">英伟达的几大业务中,四季度只有游戏业务的收入逊色。分析师预期游戏芯片的收入将同比增长4.1%,而英伟达公布的实际收入同比下降了11%。</p><p style=\"text-align: justify;\">本次财报发布后,英伟达CFO Kress在点评业绩时解释,游戏业务的收入之所以同比下降11%、环比下降22%,是因为Blackwell和Ada架构的GPU都供应有限。</p><p style=\"text-align: justify;\">英伟达提供的指引显示,一季度公司的总营收将进一步放缓。</p><p style=\"text-align: justify;\">以指引区间计算,英伟达预计,一季度营收将同比增长62.1%至68.7%,营收中值同比增长65.4%,而分析师预期的水平靠近指引区间的低端、预计增长62.6%。英伟达预计一季度毛利率最高71.5%,略低于分析师预期的72%。</p><p>公司盘后股价一度拉升超3%,截至发稿涨2.19%,报134.16美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/92a41d20711c9fa4b2aa3cc62ea62948","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162901168","content_text":"英伟达 2025财年Q4营收393.31亿美元,市场预期为382.5亿美元,上年同期为221亿美元;数据中心业务收入为355.8亿美元,市场预期340.9亿美元,上年同期为184亿美元。Q4净利润220.91亿美元,市场预期为197.8亿美元,上年同期为122.85亿美元;预计2026财年第一季度营收为430亿美元,市场预期423亿美元。CEO黄仁勋表示,对Blackwell的需求是惊人的,因为推理人工智能增加了另一条扩展定律——增加训练计算使模型更智能,增加长期思考计算使答案更智能。“我们已经成功地大规模生产了Blackwell人工智能超级计算机,在其首个季度实现了数十亿美元的销售额。随着代理AI和物理AI为下一波AI革命铺平道路,AI正在以光速发展,这将彻底改变最大的那些行业。”具体来看,在2023年因AI热潮呈现爆发式增长后,最近一年英伟达的营收增长持续放缓,四季度的同比增速为2024财年第一财季以来的将近两年来最低水平,不到一年前2024财年第四财季增速高峰265%的三分之一。但四季度英伟达略低于80%的营收增速还高于分析师预期的增速73%,营收依然创单季最高纪录。到去年末,英伟达连续两个季度的收入同比增速低于100%,全年营收仍较一年前增长114%。细分业务数据数据中心:四季度数据中心营收356亿美元,同比增长93%,分析师预期为340.9亿美元,前一季度同比增长112%。游戏和AI PC:四季度游戏和AI PC业务营收25亿美元,同比下降11%,分析师预期为30.2亿美元,前一季度同比增长15%。专业可视化:四季度专业可视化营收5.11亿美元,同比增长10%,分析师预期为5.076亿美元,前一季度同比增长17%。汽车和机器人:四季度汽车和机器人业务营收5.7亿美元,同比增长27%,分析师预期为4.607亿美元,前一季度同比增长72%。四季度英伟达的核心业务数据中心增速同样放缓,自2024财年第一财季以来首次同比增长不到100%,但还强于分析师预计的增速85%。四季度数据中心的收入和全年的收入1152亿美元分别创季度和年度新高。英伟达的几大业务中,四季度只有游戏业务的收入逊色。分析师预期游戏芯片的收入将同比增长4.1%,而英伟达公布的实际收入同比下降了11%。本次财报发布后,英伟达CFO Kress在点评业绩时解释,游戏业务的收入之所以同比下降11%、环比下降22%,是因为Blackwell和Ada架构的GPU都供应有限。英伟达提供的指引显示,一季度公司的总营收将进一步放缓。以指引区间计算,英伟达预计,一季度营收将同比增长62.1%至68.7%,营收中值同比增长65.4%,而分析师预期的水平靠近指引区间的低端、预计增长62.6%。英伟达预计一季度毛利率最高71.5%,略低于分析师预期的72%。公司盘后股价一度拉升超3%,截至发稿涨2.19%,报134.16美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":313,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":402440032723592,"gmtCreate":1739270451178,"gmtModify":1739270455121,"author":{"id":"3472640255046348","authorId":"3472640255046348","name":"回心转意","avatar":"https://static.tigerbbs.com/53f698175ab5e3e0270c3904f255ce30","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472640255046348","authorIdStr":"3472640255046348"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/002594\">$比亚迪(002594)$ </a> <a href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$ </a> <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 我不明白,一个不支持城市道路,不支持红绿灯和行人的天神之眼C也能叫高阶智驾???全系标配高阶智驾,看到比亚迪 带上了智驾两个字,就沸腾了?","listText":"<a href=\"https://laohu8.com/S/002594\">$比亚迪(002594)$ </a> <a href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$ </a> <a href=\"https://laohu8.com/S/01810\">$小米集团-W(01810)$ </a> 我不明白,一个不支持城市道路,不支持红绿灯和行人的天神之眼C也能叫高阶智驾???全系标配高阶智驾,看到比亚迪 带上了智驾两个字,就沸腾了?","text":"$比亚迪(002594)$ $比亚迪股份(01211)$ $小米集团-W(01810)$ 我不明白,一个不支持城市道路,不支持红绿灯和行人的天神之眼C也能叫高阶智驾???全系标配高阶智驾,看到比亚迪 带上了智驾两个字,就沸腾了?","images":[{"img":"https://static.tigerbbs.com/9251919461e9d535582397f2c3941d6f","width":"1080","height":"1224"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/402440032723592","isVote":1,"tweetType":1,"viewCount":1812,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":402167931642144,"gmtCreate":1739203763627,"gmtModify":1739203767650,"author":{"id":"3472640255046348","authorId":"3472640255046348","name":"回心转意","avatar":"https://static.tigerbbs.com/53f698175ab5e3e0270c3904f255ce30","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472640255046348","authorIdStr":"3472640255046348"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$ </a> <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$ </a> <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$ </a> 别担心,比亚迪的高阶智驾和行业的认知不一样。比亚迪的智驾分ABC等级。其中,C等级100TOPS左右的算力,没有城区智驾的(不能处理红绿灯和行人等),也没用激光雷达。对于它的B等级,我怀疑一颗orin x能做到多大程度的智驾。目前,高阶智驾,包括理想,小米,小鹏,都是2颗orin x芯片的。比亚迪的A等级才是2颗orin x。根据比亚迪的品性,之前为了成本就把手机芯片当车用。我觉得,比亚迪在硬件上的投入不会下本的。虽然现在有deepseek,但我认为,2颗orin芯片,508TOPS的算力,在未来还是不够的。","listText":"<a href=\"https://laohu8.com/S/01211\">$比亚迪股份(01211)$ </a> <a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> <a href=\"https://laohu8.com/S/XPEV\">$小鹏汽车(XPEV)$ </a> <a href=\"https://laohu8.com/S/LI\">$理想汽车(LI)$ </a> 别担心,比亚迪的高阶智驾和行业的认知不一样。比亚迪的智驾分ABC等级。其中,C等级100TOPS左右的算力,没有城区智驾的(不能处理红绿灯和行人等),也没用激光雷达。对于它的B等级,我怀疑一颗orin x能做到多大程度的智驾。目前,高阶智驾,包括理想,小米,小鹏,都是2颗orin x芯片的。比亚迪的A等级才是2颗orin x。根据比亚迪的品性,之前为了成本就把手机芯片当车用。我觉得,比亚迪在硬件上的投入不会下本的。虽然现在有deepseek,但我认为,2颗orin芯片,508TOPS的算力,在未来还是不够的。","text":"$比亚迪股份(01211)$ $蔚来(NIO)$ $小鹏汽车(XPEV)$ $理想汽车(LI)$ 别担心,比亚迪的高阶智驾和行业的认知不一样。比亚迪的智驾分ABC等级。其中,C等级100TOPS左右的算力,没有城区智驾的(不能处理红绿灯和行人等),也没用激光雷达。对于它的B等级,我怀疑一颗orin x能做到多大程度的智驾。目前,高阶智驾,包括理想,小米,小鹏,都是2颗orin x芯片的。比亚迪的A等级才是2颗orin x。根据比亚迪的品性,之前为了成本就把手机芯片当车用。我觉得,比亚迪在硬件上的投入不会下本的。虽然现在有deepseek,但我认为,2颗orin芯片,508TOPS的算力,在未来还是不够的。","images":[{"img":"https://static.tigerbbs.com/9251919461e9d535582397f2c3941d6f","width":"1080","height":"1224"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/402167931642144","isVote":1,"tweetType":1,"viewCount":4877,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4188002187072292","authorId":"4188002187072292","name":"小白价值投资","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":4,"crmLevelSwitch":0,"idStr":"4188002187072292","authorIdStr":"4188002187072292"},"content":"你是真傻还是假傻还是坏!手机芯片和车的芯片哪个好","text":"你是真傻还是假傻还是坏!手机芯片和车的芯片哪个好","html":"你是真傻还是假傻还是坏!手机芯片和车的芯片哪个好"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":401368670327448,"gmtCreate":1738997642785,"gmtModify":1738997645062,"author":{"id":"3472640255046348","authorId":"3472640255046348","name":"回心转意","avatar":"https://static.tigerbbs.com/53f698175ab5e3e0270c3904f255ce30","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472640255046348","authorIdStr":"3472640255046348"},"themes":[],"htmlText":"看起来mona m03还有的赚[笑哭] ","listText":"看起来mona m03还有的赚[笑哭] ","text":"看起来mona m03还有的赚[笑哭]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/401368670327448","repostId":"1169353729","repostType":4,"isVote":1,"tweetType":1,"viewCount":672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":400517487587496,"gmtCreate":1738809086689,"gmtModify":1738809089220,"author":{"id":"3472640255046348","authorId":"3472640255046348","name":"回心转意","avatar":"https://static.tigerbbs.com/53f698175ab5e3e0270c3904f255ce30","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472640255046348","authorIdStr":"3472640255046348"},"themes":[],"htmlText":"大家搞asic主要是英伟达的芯片太贵。而且AI算法变了,asic芯片可能就发挥不了作用了。我认为,通用、廉价的芯片才是大规模AI计算的首选。AMD应该有希望赢的。但是AMD的出货增速一直不高,这是个问题。","listText":"大家搞asic主要是英伟达的芯片太贵。而且AI算法变了,asic芯片可能就发挥不了作用了。我认为,通用、廉价的芯片才是大规模AI计算的首选。AMD应该有希望赢的。但是AMD的出货增速一直不高,这是个问题。","text":"大家搞asic主要是英伟达的芯片太贵。而且AI算法变了,asic芯片可能就发挥不了作用了。我认为,通用、廉价的芯片才是大规模AI计算的首选。AMD应该有希望赢的。但是AMD的出货增速一直不高,这是个问题。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/400517487587496","isVote":1,"tweetType":1,"viewCount":1000,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":399660905317016,"gmtCreate":1738595832548,"gmtModify":1738596028312,"author":{"id":"3472640255046348","authorId":"3472640255046348","name":"回心转意","avatar":"https://static.tigerbbs.com/53f698175ab5e3e0270c3904f255ce30","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472640255046348","authorIdStr":"3472640255046348"},"themes":[],"htmlText":"<a 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说实话,只要中国的汽车公司没有内部腐败(包括裁掉不合格的主管),我觉得中国的汽车公司在全球市场都有一席之地。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/399660905317016","isVote":1,"tweetType":1,"viewCount":7714,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3453435522416061","authorId":"3453435522416061","name":"一百亿市值研究所","avatar":"https://static.tigerbbs.com/fb6a19e0070f2e061ca9f6f43cc60d08","crmLevel":9,"crmLevelSwitch":0,"idStr":"3453435522416061","authorIdStr":"3453435522416061"},"content":"未来全球只有一家特斯拉,九家都是中国车企。","text":"未来全球只有一家特斯拉,九家都是中国车企。","html":"未来全球只有一家特斯拉,九家都是中国车企。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398882989310144,"gmtCreate":1738406223170,"gmtModify":1738406225191,"author":{"id":"3472640255046348","authorId":"3472640255046348","name":"回心转意","avatar":"https://static.tigerbbs.com/53f698175ab5e3e0270c3904f255ce30","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472640255046348","authorIdStr":"3472640255046348"},"themes":[],"htmlText":"娃都不生了,卖这么多奶爸车可以了","listText":"娃都不生了,卖这么多奶爸车可以了","text":"娃都不生了,卖这么多奶爸车可以了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398882989310144","repostId":"1190862053","repostType":4,"repost":{"id":"1190862053","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":1738375693,"share":"https://www.laohu8.com/m/news/1190862053?lang=&edition=full","pubTime":"2025-02-01 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10:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>理想汽车:2025年1月交付车辆29,927辆。截至2025年1月31日,理想汽车累计交付量达到1,163,799辆。</p><p>理想L6在2025年1月突破了20万辆的累计交付里程碑,连续7个月蝉联中国最畅销增程电动汽车车型。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/304048f9a136193a1c8503c2baaa81bc\" tg-width=\"546\" tg-height=\"835\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/1ee67076e31a60486de1bfd22146bae7","relate_stocks":{"LI":"理想汽车","02015":"理想汽车-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190862053","content_text":"理想汽车:2025年1月交付车辆29,927辆。截至2025年1月31日,理想汽车累计交付量达到1,163,799辆。理想L6在2025年1月突破了20万辆的累计交付里程碑,连续7个月蝉联中国最畅销增程电动汽车车型。","news_type":1},"isVote":1,"tweetType":1,"viewCount":365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392731525841368,"gmtCreate":1736927173327,"gmtModify":1736927175517,"author":{"id":"3472640255046348","authorId":"3472640255046348","name":"回心转意","avatar":"https://static.tigerbbs.com/53f698175ab5e3e0270c3904f255ce30","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472640255046348","authorIdStr":"3472640255046348"},"themes":[],"htmlText":"比美爹差多了,川普34项罪,有罪,无条件释放","listText":"比美爹差多了,川普34项罪,有罪,无条件释放","text":"比美爹差多了,川普34项罪,有罪,无条件释放","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/392731525841368","repostId":"1171062048","repostType":4,"isVote":1,"tweetType":1,"viewCount":993,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":392486937117144,"gmtCreate":1736867459283,"gmtModify":1736867654225,"author":{"id":"3472640255046348","authorId":"3472640255046348","name":"回心转意","avatar":"https://static.tigerbbs.com/53f698175ab5e3e0270c3904f255ce30","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3472640255046348","authorIdStr":"3472640255046348"},"themes":[],"htmlText":"<a 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