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JasonFang
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JasonFang
JasonFang
·
03-05
不懂别装懂啊！任然是双层架构，M5是：超级核心+能效核心，M5 pro和M5 max是：超级核心+性能核心。
苹果M5 Pro/Max首发三层核心架构，引入全新超级核心
据外媒9to5Mac报道，苹果在M5 Pro与M5 Max芯片中首次采用三核心层级设计，突破传统双核架构限制。消息源John Gruber向苹果确认，基础款M5芯片维持6能效核心+4超级核心的配置，而Pro/Max版本通过三核心协同实现更精细的任务分配。此次命名体系调整虽引发讨论，但苹果官方强调新架构通过核心类型差异化实现能效比提升，实际性能表现需待实测验证。此次芯片迭代标志着苹果自研芯片在架构设计上迈出重要一步。
苹果M5 Pro/Max首发三层核心架构，引入全新超级核心
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JasonFang
JasonFang
·
2025-10-15
面容ID何时上？
苹果M5芯片MacBook Pro最快今晚推出 有望提供深蓝色
而有外媒在当地时间周二的报道中提到，搭载M5芯片的MacBook Pro，最快在当地时间周三，也就是今晚就将推出。除了所搭载的M系列芯片由上一代中的M4升级为M5，即将推出的MacBook Pro在蓝牙和Wi-Fi芯片上也有望升级，可能搭载支持蓝牙6和Wi-Fi 7的N1芯片。在Wi-Fi上，苹果目前在售的MacBook Pro支持的是Wi-Fi 6E。此外，外媒在报道中还提到，搭载M5芯片的MacBookPro，摄像头将升级1800万像素，可能会提供深蓝色，与iPhone 17 Pro系列的深蓝色匹配。
苹果M5芯片MacBook Pro最快今晚推出 有望提供深蓝色
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JasonFang
JasonFang
·
2024-10-16
1+1=1
高通据悉将等到美国11月大选后再决定对英特尔的行动
知情人士表示，高通公司可能会等到11月美国总统大选之后，才会决定是否寻求收购英特尔。一些知情人士表示，考虑到涉及英特尔的潜在交易的诸多复杂性，高通可能会选择等到明年1月新总统就职后再决定如何推进。上述知情人士表示，高通还在考虑，尚不能确定该公司是否会决定收购英特尔，并且时机也可能发生变化。
高通据悉将等到美国11月大选后再决定对英特尔的行动
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JasonFang
JasonFang
·
2024-08-02
请问上涨也包含intel ？
AMD vs 英特尔 vs 英伟达：谁的上涨潜力最大？
在此期间，英伟达的股价上涨了138%，而AMD仅上涨了8%，相比之下，英特尔的表现最差，跌幅达到了35%。根据Jon Peddie Research截至六月份的最新数据，英伟达在独立GPU市场的地位进一步巩固，从2023年第一季度的84%上升到2024年第一季度的88%。AMD的CPU产品稳步蚕食英特尔的份额不同于英特尔和AMD在CPU领域的激烈竞争，英伟达在CPU市场上的存在感相对较小。总体而言，似乎英特尔的股价已经触底，这为其长期上升潜力提供了最有说服力的理由。
AMD vs 英特尔 vs 英伟达：谁的上涨潜力最大？
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JasonFang
JasonFang
·
2024-08-02
我windows11不定时蓝屏死机，可以帮我处理一下嘛？垃圾公司！
Windows蓝屏起源官方揭秘：3个人写了3种 包括CEO鲍尔默
快科技8月2日消息，最近的Windows大规模蓝屏再次引发了人们对这一特殊界面的关注，而关于Windows蓝屏的起源，一直有各种说法，单单是作者就有三个名字经常被提及：曾担任微软CEO的史蒂夫·鲍尔默、资深开发人员Raymond Chen和John Vert。第一种是Windows 3.1下的蓝屏，有程序无响应时就会出现，也可以按下Ctrl+Alt+Del快捷键手动触发。事实上，Windows 3.1并没有真正的"蓝屏死机"，系统崩溃的时候会出现一个黑屏背景的命令提示符界面。
Windows蓝屏起源官方揭秘：3个人写了3种 包括CEO鲍尔默
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JasonFang
JasonFang
·
2024-06-25
假3nm
英特尔(INTC)Intel 3制程进入大量生产阶段
金吾财讯 | 英特尔(INTC)的Intel 3制程，宣布进入大量生产阶段，用于Xeon 6系列数据中心处理器的制造，未来也将承接代工客户订单。Intel 3不仅带来更高的晶体管密度与效能，还支持1.3V以上的高电压。
英特尔(INTC)Intel 3制程进入大量生产阶段
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JasonFang
JasonFang
·
2024-06-25
前10年干掉intel，后10年干掉英伟达
128GB 内存、120W 功耗，AMD 锐龙 Strix Halo APU 新评估板现身
搭载AMD锐龙Strix Halo移动APU的Maple REVB评估板新配置已入境中国，支持128GB内存。此前报道过，该评估平台的TDP设定为120W，最大内存容量为64GB。根据泄露信息，代号Strix Halo的AMD移动处理器采用FP11封装技术，最高搭载了16核Zen 5+40CU RDNA 3+核显。Strix Halo将配备16MB L2缓存、64MB L3缓存和32MB（类似于Infinity Cache）MALL Cache。与传统的128位宽不同，Strix Halo将支持256位LPDDR5x-8000内存，并且NPU算力达到60TOPS。
128GB 内存、120W 功耗，AMD 锐龙 Strix Halo APU 新评估板现身
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JasonFang
JasonFang
·
2024-06-25
跌落神坛
七大"护城河"支撑英伟达股价升至200美元
战略咨询公司创始人认为，未来两年，英伟达股价将飙升至200美元，七大"护城河"支撑公司中长期前景。
七大"护城河"支撑英伟达股价升至200美元
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JasonFang
JasonFang
·
2024-06-21
股票回落到205附近就买了
苹果带来全新AI叙事，除了硬件，还有大模型
Apple Intelligence不仅拉动了硬件出货预期，可能更重要的是将快速拉开大模型间的市场份额。
苹果带来全新AI叙事，除了硬件，还有大模型
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JasonFang
JasonFang
·
2024-06-14
跌成那B样了[开心]
马斯克560亿美元薪酬计划获批！夸下海口：特斯拉市值将达苹果10倍，今年股价累计已下跌29%
在周四的股东大会上，特斯拉股东批准了首席执行官马斯克560亿美元的薪酬方案，同时支持公司将注册地从特拉华州迁往德克萨斯州。受此消息提振，特斯拉股价一度大涨7%，但今年来股价表现依然不佳，累计下跌29%，跑输大盘。在此情况下，马斯克将累计获得12%的公司股票期权奖励。鉴于马斯克已拥有特斯拉13%的股份，这也意味着薪酬兑现后他的持股比例将达到25%。特斯拉的价值有可能达到目前最有价值公司的10倍。
马斯克560亿美元薪酬计划获批！夸下海口：特斯拉市值将达苹果10倍，今年股价累计已下跌29%
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#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M5 Pro/Max首发三层核心架构，引入全新超级核心\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-03-05 10:01 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260305100448a44d802d&s=b><strong>安兔兔</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据外媒9to5Mac报道，苹果在M5 Pro与M5 Max芯片中首次采用三核心层级设计，突破传统双核架构限制。原“性能核心”正式更名“超级核心”，新增中间层“性能核心”，形成“能效核心-性能核心-超级核心”三级体系。其中，能效核心专注低功耗日常任务，延续续航优势；新增的性能核心承担中等负载场景，平衡效率与速度；超级核心则聚焦高强度运算需求。消息源John Gruber向苹果确认，基础款M5芯片维持...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260305100448a44d802d&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0882574139.USD":"富达环球消费行业基金A ACC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU1989771016.USD":"东方汇理环球老龄化投资基金 A2 Acc","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU2237443895.HKD":"abrdn SICAV I - GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) 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Max芯片中首次采用三核心层级设计，突破传统双核架构限制。原“性能核心”正式更名“超级核心”，新增中间层“性能核心”，形成“能效核心-性能核心-超级核心”三级体系。其中，能效核心专注低功耗日常任务，延续续航优势；新增的性能核心承担中等负载场景，平衡效率与速度；超级核心则聚焦高强度运算需求。消息源John Gruber向苹果确认，基础款M5芯片维持6能效核心+4超级核心的配置，而Pro/Max版本通过三核心协同实现更精细的任务分配。此次命名体系调整虽引发讨论，但苹果官方强调新架构通过核心类型差异化实现能效比提升，实际性能表现需待实测验证。此次芯片迭代标志着苹果自研芯片在架构设计上迈出重要一步。","news_type":1,"symbols_score_info":{"AAPY":0.6,"AAPU":0.6,"AAPD":0.6,"MACW.SI":0.6,"APLY":0.6,"AAPL":1.91,"AAPW":0.6,"AAPX":0.6,"AAPB":0.6}},"isVote":1,"tweetType":1,"viewCount":386,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":489450934698864,"gmtCreate":1760522110351,"gmtModify":1760522112609,"author":{"id":"3482387627626129","authorId":"3482387627626129","name":"JasonFang","avatar":"https://static.tigerbbs.com/14f2d7773ad4669dd73ced51baa2be5d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3482387627626129","idStr":"3482387627626129"},"themes":[],"htmlText":"面容ID何时上？","listText":"面容ID何时上？","text":"面容ID何时上？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/489450934698864","repostId":"2575201182","repostType":2,"repost":{"id":"2575201182","kind":"news","pubTimestamp":1760517298,"share":"https://www.laohu8.com/m/news/2575201182?lang=zh_CN&edition=full","pubTime":"2025-10-15 16:34","market":"us","language":"zh","title":"苹果M5芯片MacBook Pro最快今晚推出 有望提供深蓝色","url":"https://stock-news.laohu8.com/highlight/detail?id=2575201182","media":"TechWeb.com.cn","summary":"而有外媒在当地时间周二的报道中提到，搭载M5芯片的MacBook Pro，最快在当地时间周三，也就是今晚就将推出。除了所搭载的M系列芯片由上一代中的M4升级为M5，即将推出的MacBook Pro在蓝牙和Wi-Fi芯片上也有望升级，可能搭载支持蓝牙6和Wi-Fi 7的N1芯片。在Wi-Fi上，苹果目前在售的MacBook Pro支持的是Wi-Fi 6E。此外，外媒在报道中还提到，搭载M5芯片的MacBookPro，摄像头将升级1800万像素，可能会提供深蓝色，与iPhone 17 Pro系列的深蓝色匹配。","content":"<html><body><article><p>10月15日消息，据外媒报道，虽然此前有消息称<a href=\"https://laohu8.com/S/AAPL\">苹果</a>公司在今年，不会像此前两年一样在10月份对MacBook Pro产品线进行更新，搭载M5芯片的MacBook Pro要到明年年初才会推出，但在上周，出现了将更新一款的消息，并提到搭载基本款M5芯片的版本可能在本周就会推出。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20251015163458200v206vkjka71bldn\"/><p>而有外媒在当地时间周二的报道中提到，搭载M5芯片的MacBook Pro，最快在当地时间周三，也就是今晚就将推出。</p><p>对于最快有望今晚推出的MacBook Pro，外媒在报道中称所搭载的M5芯片，是由<a href=\"https://laohu8.com/S/TSM\">台积电</a>采用更先进的3nm制程工艺打造，能带来更快的速度，能效也将改善。</p><p>除了所搭载的M系列芯片由上一代中的M4升级为M5，即将推出的MacBook Pro在蓝牙和Wi-Fi芯片上也有望升级，可能搭载支持蓝牙6和Wi-Fi 7的N1芯片。在Wi-Fi上，苹果目前在售的MacBook Pro支持的是Wi-Fi 6E。</p><p>此外，外媒在报道中还提到，搭载M5芯片的MacBookPro，摄像头将升级1800万像素，可能会提供深蓝色，与iPhone 17 Pro系列的深蓝色匹配。（海蓝）</p></article></body></html>","source":"tencent","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M5芯片MacBook Pro最快今晚推出 有望提供深蓝色</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251015163458972f4436&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","AAPL":"苹果","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","TSM":"台积电","LU1206713676.USD":"Aviva Investors - Multi-Strategy Target Return Ah USD","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","MACW.SI":"APPLE 3xLongSG261006","LU1732800096.USD":"摩根大通环球收益基金A (irc)","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU2756315318.SGD":"ALLIANZ INCOME 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Pro支持的是Wi-Fi 6E。此外，外媒在报道中还提到，搭载M5芯片的MacBookPro，摄像头将升级1800万像素，可能会提供深蓝色，与iPhone 17 Pro系列的深蓝色匹配。（海蓝）","news_type":1,"symbols_score_info":{"AAPL":1.5,"MACW.SI":0.6,"TSM":0.9}},"isVote":1,"tweetType":1,"viewCount":1251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360636635955432,"gmtCreate":1729071281950,"gmtModify":1729071283511,"author":{"id":"3482387627626129","authorId":"3482387627626129","name":"JasonFang","avatar":"https://static.tigerbbs.com/14f2d7773ad4669dd73ced51baa2be5d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3482387627626129","idStr":"3482387627626129"},"themes":[],"htmlText":"1+1=1","listText":"1+1=1","text":"1+1=1","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360636635955432","repostId":"2475161248","repostType":2,"repost":{"id":"2475161248","kind":"news","pubTimestamp":1729034283,"share":"https://www.laohu8.com/m/news/2475161248?lang=zh_CN&edition=full","pubTime":"2024-10-16 07:18","market":"us","language":"zh","title":"高通据悉将等到美国11月大选后再决定对英特尔的行动","url":"https://stock-news.laohu8.com/highlight/detail?id=2475161248","media":"爱集微","summary":"知情人士表示，高通公司可能会等到11月美国总统大选之后，才会决定是否寻求收购英特尔。一些知情人士表示，考虑到涉及英特尔的潜在交易的诸多复杂性，高通可能会选择等到明年1月新总统就职后再决定如何推进。上述知情人士表示，高通还在考虑，尚不能确定该公司是否会决定收购英特尔，并且时机也可能发生变化。","content":"<html><body><article><p>知情人士表示，<a href=\"https://laohu8.com/S/QCOM\">高通</a>公司可能会等到11月美国总统大选之后，才会决定是否寻求收购<a href=\"https://laohu8.com/S/INTC\">英特尔</a>。据因讨论未公开信息而要求匿名的知情人士透露，高通希望在决定下一步行动前能更清楚了解白宫的新主人，因为新一届政府将影响反垄断格局。</p><p>一些知情人士表示，考虑到涉及英特尔的潜在交易的诸多复杂性，高通可能会选择等到明年1月新总统就职后再决定如何推进。</p><p>高通和英特尔的产品是支持从智能手机到电动汽车等日常生活用品的关键，这两家公司的合并几乎肯定会引起美国和全球反垄断监管机构的严格审查。</p><p>据悉，高通已接洽英特尔讨论收购这家举步维艰的芯片制造商，朝打造史上最大的并购案之一迈出了第一步。</p><p>上述知情人士表示，高通还在考虑，尚不能确定该公司是否会决定收购英特尔，并且时机也可能发生变化。</p></article></body></html>","source":"tencent","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\" 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202410160720199f45c107&s=b><strong>爱集微</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>知情人士表示，高通公司可能会等到11月美国总统大选之后，才会决定是否寻求收购英特尔。据因讨论未公开信息而要求匿名的知情人士透露，高通希望在决定下一步行动前能更清楚了解白宫的新主人，因为新一届政府将影响反垄断格局。一些知情人士表示，考虑到涉及英特尔的潜在交易的诸多复杂性，高通可能会选择等到明年1月新总统就职后再决定如何推进。高通和英特尔的产品是支持从智能手机到电动汽车等日常生活用品的关键，这两家公司...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202410160720199f45c107&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU1046421795.USD":"富达环球科技A-ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) 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SGD"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202410160720199f45c107&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2475161248","content_text":"知情人士表示，高通公司可能会等到11月美国总统大选之后，才会决定是否寻求收购英特尔。据因讨论未公开信息而要求匿名的知情人士透露，高通希望在决定下一步行动前能更清楚了解白宫的新主人，因为新一届政府将影响反垄断格局。一些知情人士表示，考虑到涉及英特尔的潜在交易的诸多复杂性，高通可能会选择等到明年1月新总统就职后再决定如何推进。高通和英特尔的产品是支持从智能手机到电动汽车等日常生活用品的关键，这两家公司的合并几乎肯定会引起美国和全球反垄断监管机构的严格审查。据悉，高通已接洽英特尔讨论收购这家举步维艰的芯片制造商，朝打造史上最大的并购案之一迈出了第一步。上述知情人士表示，高通还在考虑，尚不能确定该公司是否会决定收购英特尔，并且时机也可能发生变化。","news_type":1,"symbols_score_info":{"INTC":0.7,"QCOM":1}},"isVote":1,"tweetType":1,"viewCount":2365,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":334137581121592,"gmtCreate":1722609698471,"gmtModify":1722609700352,"author":{"id":"3482387627626129","authorId":"3482387627626129","name":"JasonFang","avatar":"https://static.tigerbbs.com/14f2d7773ad4669dd73ced51baa2be5d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3482387627626129","idStr":"3482387627626129"},"themes":[],"htmlText":"请问上涨也包含intel ？","listText":"请问上涨也包含intel ？","text":"请问上涨也包含intel ？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/334137581121592","repostId":"2456286641","repostType":2,"repost":{"id":"2456286641","kind":"news","pubTimestamp":1722601483,"share":"https://www.laohu8.com/m/news/2456286641?lang=zh_CN&edition=full","pubTime":"2024-08-02 20:24","market":"us","language":"zh","title":"AMD vs 英特尔 vs 英伟达：谁的上涨潜力最大？","url":"https://stock-news.laohu8.com/highlight/detail?id=2456286641","media":"美股研究社","summary":"在此期间，英伟达的股价上涨了138%，而AMD仅上涨了8%，相比之下，英特尔的表现最差，跌幅达到了35%。根据Jon Peddie Research截至六月份的最新数据，英伟达在独立GPU市场的地位进一步巩固，从2023年第一季度的84%上升到2024年第一季度的88%。AMD的CPU产品稳步蚕食英特尔的份额不同于英特尔和AMD在CPU领域的激烈竞争，英伟达在CPU市场上的存在感相对较小。总体而言，似乎英特尔的股价已经触底，这为其长期上升潜力提供了最有说服力的理由。","content":"<html><body><article><img src=\"https://fid-75186.picgzc.qpic.cn/20240802210632463v201m3u0rxn0axt\"/><p><strong>戳 关注 社长带你港股掘金</strong></p><img src=\"https://fid-75186.picgzc.qpic.cn/20240802210632868v201eu8gdto1c00\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20240802210652920v201k45n4sxvy7d\"/><p>它们在各自领域的实力有多强？</p><p><strong>来源 |</strong>英为财情Investing</p><p>本周二(7月30日)，AMD (NASDAQ:AMD)公布了第二季度的财报。作为<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVIDIA)(NASDAQ:NVDA)和<a href=\"https://laohu8.com/S/INTC\">英特尔</a>(NASDAQ:INTC)的竞争对手，AMD<strong>连续第四个季度</strong>实现了<span>每股收益</span>(EPS)超出预期，实际EPS达到0.47美元，高于预测的0.5美元。</p><p>一年间，<strong>AMD的营收增长了9%</strong>，达到了58亿美元，同时，<strong><span>净利润</span>更是飙升了881%</strong>，从2700万美元跃升至2.65亿美元。值得一提的是，公司还成功地将其营业利润率提高了5个百分点，同比呈现显著提升。</p><p>然而，从年初至今的表现来看，英伟达仍是无可争议的半导体行业佼佼者，尽管近期出现了回调。在此期间，英伟达的股价上涨了138%，而AMD仅上涨了8%，相比之下，英特尔的表现最差，跌幅达到了35%。</p><p>但是，从长远角度来看，哪个芯片股才是最佳投资目标？</p><img src=\"https://fid-75186.picgzc.qpic.cn/20240802210658945v201nh6ymjmtfmd\"/><p><strong>英伟达、AMD、英特尔估值</strong></p><p>在评估英伟达、AMD以及英特尔的市场估值时，尽管宏观经济状况和市场情绪会影响股市表现，但这些因素并非公司所能掌控。不过，有三个关键指标能为投资者提供切实可行的洞察：</p><p>首先，我们需关注英伟达、AMD和英特尔在市场中的定位如何，具体来说，就是它们在各自领域（如独立和集成图形处理器GPU、中央处理器CPU以及软件生态系统）中的稳固程度如何。</p><p>其次，这三间公司是否提供了能够增强或削弱其市场地位的发展规划？一个明确的路线图对于预判公司未来的竞争力至关重要。</p><p>最后，当下市场对这些公司的基本看法是怎样的？投资者的感知往往影响着公司的股票表现和市场定位。</p><p>综合考虑以上因素，英伟达、AMD和英特尔目前的市场站位究竟如何？它们在各自领域的实力有多强？</p><p>InvestingPro显示，分析师最看升AMD，然而股指模型认为当前三只芯片股都没有什么上升空间。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20240802210659364v201kk15cluedvd\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20240802210659870v201wx8l4jnh2jx\"/><p><strong>GPU制造模式：</strong></p><p><strong>自行制造或代工</strong></p><p>在图形处理器(GPU)的推出模式上，三家厂商采取了不同的路径。值得注意的是，只有英特尔计划到2030年成为全球芯片代工厂商，加入<a href=\"https://laohu8.com/S/TSM\">台积电</a>和<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>(KS:005930)。这意味着AMD和英伟达将依赖台积电的产能，而这部分产能可能已被<a href=\"https://laohu8.com/S/AAPL\">苹果</a>和<a href=\"https://laohu8.com/S/QCOM\">高通</a>等大型公司预订。</p><p>不论未来规划如何，AMD和英伟达在大规模量产GPU时，都离不开台积电的支持。那么，现在英伟达、AMD和英特尔的市场份额情况又是怎样呢？</p><p>根据Jon Peddie Research截至六月份的最新数据，英伟达在独立GPU市场的地位进一步巩固，从2023年第一季度的84%上升到2024年第一季度的88%。尽管英特尔在一年前凭借Arc系列获得了4%的市场份额，但在2024年第一季度，它在独立GPU市场的占有率实际上为零，未能在AIB份额上取得突破。</p><p>同一时期，AMD的市场份额保持稳定，在12%左右。在2023年第四季度，AMD曾一度占据了19%的AIB市场份额，但随后被英伟达反超，回到12%的水平。</p><p>在AIB出货量方面，与去年同期相比，增长了39%，这一增长主要惠及了英伟达。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20240802210700273v201bejzdd9c9ff\"/><p><strong>AMD的CPU产品</strong></p><p>稳步蚕食英特尔的份额</p><p>不同于英特尔和AMD在CPU领域的激烈竞争，英伟达在CPU市场上的存在感相对较小。其针对Windows个人计算机的Arm架构CPU，代号为Grace，预计将于2025年面世。与此同时，AMD正稳步扩大其CPU业务版图，不仅为<a href=\"https://laohu8.com/S/MSFT\">微软</a>的游戏主机和Azure虚拟机提供处理器，还为微软新推出的Copilot Plus笔记本系列供货。</p><p>在与英特尔的Lunar Lake同台竞技中，AMD的Strix Point将为Windows 11平台带来AI协同处理能力。根据Mercury Research在2024年第一季度的数据，英特尔在移动CPU市场占据80.7%的主导地位，而AMD则占有19.3%。然而，在桌面PC细分市场，英特尔自2023年第一季度起，市场份额从80.8%下滑至76.1%，AMD的份额则升至23.9%。</p><p>这一转变并不意外，自2022年末以来，购买英特尔第13代和第14代CPU的用户报告了大量的稳定性问题。最近，英特尔确认问题源于工作电压不平衡，然而公司并未大规模召回。更糟糕的是，受影响的CPU被认为性能永久受损。</p><p>这无疑将强化AMD锐龙处理器在接下来几个季度的竞争力。最后，尽管英特尔在集成显卡领域仍占主导，但这一优势与CPU的普遍认知紧密相关。鉴于AMD的集成显卡解决方案(APU)普遍认为优于英特尔的Iris Xe，预计AMD也会逐渐侵蚀英特尔在iGPU市场的份额。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20240802210705667v201sq2d324os2x\"/><p><strong>芯片路线图</strong></p><p>随着芯片微缩化的难度日益增加，芯片之间的差距也在拉大。如今，大多数芯片采用的是10纳米和7纳米架构。简而言之，晶体管密度越大，意味着更低的功耗和更高的性能。</p><p>正因为如此，业界对英特尔在2025年和2026年分别推出的20A和18A芯片寄予厚望，它们将基于2纳米和1.8纳米节点制程。而AMD的下一代Zen 5 CPU，预计于2024年下半年上市，将采用台积电的N4X(4nm)和N3E(3nm)工艺。同时，AMD通过收购Silo AI，正在做出重大布局。</p><p>同样，英伟达最新的Blackwell架构将利用台积电的4NP(4nm)制造技术。这再次凸显了英特尔在无晶圆厂阵营中的独特地位。虽然AMD的MI300X和MI325X预计将提供比英伟达的H100系列更好的性价比，但英伟达的GB200 Grace Blackwell Supership很可能成为首选的人工智能芯片。</p><p>除此之外，英伟达还拥有一套完整的软件解决方案，搭配其硬设备，使其在数据中心领域迅速崛起。几乎所有早期的大规模语言模型(LLM)都是使用英伟达的框架，如NeMo以及其他由英伟达优化的开源深度学习框架进行训练。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20240802210706264v201el8vfqahj2d\"/><p><strong>结语</strong></p><p>目前看来，英特尔的失误确实让AMD受益匪浅。然而，声誉损害的影响总有消散之时。从投资的角度看，更重要的是判断股价是否已经触底或是过度高估。</p><p>英特尔的前瞻市盈率(P/E)为28.74，低于英伟达的39.53和AMD的40.49。借助10拆1的股票分割策略，英伟达成功降低了投资者的心理门坎，每股价格现为116美元，比AMD的144美元更显便宜。</p><p>尽管英特尔获得了《芯片法案》85亿美元的补助(加上110亿美元的贷款)，用于高昂的制造工厂建设，但由于Raptor Lake系列的稳定性问题引发的负面情绪，这笔资金补助并未带来正面影响。</p><p>总体而言，似乎英特尔的股价已经触底，这为其长期上升潜力提供了最有说服力的理由。根据纳斯达克的预测数据，以下是英特尔、英伟达和AMD的对比情况：</p><p>英特尔：现价30.6美元，平均目标价40.21美元，最低目标价29美元，最高68美元。</p><p>英伟达：现价115.9美元，平均目标价142.74美元，最低目标价90美元，最高200美元。</p><p>AMD：现价144.4美元，平均目标价195.39美元，最低目标价150美元，最高250美元。</p><p>在这三间公司中，英特尔是唯一一个股价接近底部的，预示平均31%的增长潜力。在同一时间段内，英伟达和AMD的增长潜力分别为23%和35%。</p><p>然而，从长远来看，英特尔相对于无晶圆厂的英伟达和AMD，在成长性上占据更有利的位置。如果英特尔能避免进一步的尴尬和品控失误，它将成为长期收益的胜者。</p><p>然而，英伟达仍然被视为加密货币中的比特币(BTC)，地位独特，而受到市场青睐。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20240802210709684v201vlpga3ow4db\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20240802210710713v2019olyzahzcrt\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20240802210716520v201c0p7flinjga\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20240802210727889v201ukdk8m8tr0u\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20240802210733498v201aj9zm0m5t8e\"/><img src=\"https://fid-75186.picgzc.qpic.cn/20240802210738588v2014sxpqghuzn9\"/></article></body></html>","source":"tencent","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>AMD vs 英特尔 vs 英伟达：谁的上涨潜力最大？</title>\n<style 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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\">\nAMD vs 英特尔 vs 英伟达：谁的上涨潜力最大？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-02 20:24 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202408022107579f08f965&s=b><strong>美股研究社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>戳 关注 社长带你港股掘金它们在各自领域的实力有多强？来源 |英为财情Investing本周二(7月30日)，AMD (NASDAQ:AMD)公布了第二季度的财报。作为英伟达(NVIDIA)(NASDAQ:NVDA)和英特尔(NASDAQ:INTC)的竞争对手，AMD连续第四个季度实现了每股收益(EPS)超出预期，实际EPS达到0.47美元，高于预测的0.5美元。一年间，AMD的营收增长了9%，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202408022107579f08f965&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4515":"5G概念","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0048584097.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","INTC":"英特尔","GFS":"GLOBALFOUNDRIES Inc.","AMD":"美国超微公司","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4550":"红杉资本持仓","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","BK4551":"寇图资本持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","BK4512":"苹果概念","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc 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Acc","BK4535":"淡马锡持仓"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202408022107579f08f965&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2456286641","content_text":"戳 关注 社长带你港股掘金它们在各自领域的实力有多强？来源 |英为财情Investing本周二(7月30日)，AMD (NASDAQ:AMD)公布了第二季度的财报。作为英伟达(NVIDIA)(NASDAQ:NVDA)和英特尔(NASDAQ:INTC)的竞争对手，AMD连续第四个季度实现了每股收益(EPS)超出预期，实际EPS达到0.47美元，高于预测的0.5美元。一年间，AMD的营收增长了9%，达到了58亿美元，同时，净利润更是飙升了881%，从2700万美元跃升至2.65亿美元。值得一提的是，公司还成功地将其营业利润率提高了5个百分点，同比呈现显著提升。然而，从年初至今的表现来看，英伟达仍是无可争议的半导体行业佼佼者，尽管近期出现了回调。在此期间，英伟达的股价上涨了138%，而AMD仅上涨了8%，相比之下，英特尔的表现最差，跌幅达到了35%。但是，从长远角度来看，哪个芯片股才是最佳投资目标？英伟达、AMD、英特尔估值在评估英伟达、AMD以及英特尔的市场估值时，尽管宏观经济状况和市场情绪会影响股市表现，但这些因素并非公司所能掌控。不过，有三个关键指标能为投资者提供切实可行的洞察：首先，我们需关注英伟达、AMD和英特尔在市场中的定位如何，具体来说，就是它们在各自领域（如独立和集成图形处理器GPU、中央处理器CPU以及软件生态系统）中的稳固程度如何。其次，这三间公司是否提供了能够增强或削弱其市场地位的发展规划？一个明确的路线图对于预判公司未来的竞争力至关重要。最后，当下市场对这些公司的基本看法是怎样的？投资者的感知往往影响着公司的股票表现和市场定位。综合考虑以上因素，英伟达、AMD和英特尔目前的市场站位究竟如何？它们在各自领域的实力有多强？InvestingPro显示，分析师最看升AMD，然而股指模型认为当前三只芯片股都没有什么上升空间。GPU制造模式：自行制造或代工在图形处理器(GPU)的推出模式上，三家厂商采取了不同的路径。值得注意的是，只有英特尔计划到2030年成为全球芯片代工厂商，加入台积电和三星(KS:005930)。这意味着AMD和英伟达将依赖台积电的产能，而这部分产能可能已被苹果和高通等大型公司预订。不论未来规划如何，AMD和英伟达在大规模量产GPU时，都离不开台积电的支持。那么，现在英伟达、AMD和英特尔的市场份额情况又是怎样呢？根据Jon Peddie Research截至六月份的最新数据，英伟达在独立GPU市场的地位进一步巩固，从2023年第一季度的84%上升到2024年第一季度的88%。尽管英特尔在一年前凭借Arc系列获得了4%的市场份额，但在2024年第一季度，它在独立GPU市场的占有率实际上为零，未能在AIB份额上取得突破。同一时期，AMD的市场份额保持稳定，在12%左右。在2023年第四季度，AMD曾一度占据了19%的AIB市场份额，但随后被英伟达反超，回到12%的水平。在AIB出货量方面，与去年同期相比，增长了39%，这一增长主要惠及了英伟达。AMD的CPU产品稳步蚕食英特尔的份额不同于英特尔和AMD在CPU领域的激烈竞争，英伟达在CPU市场上的存在感相对较小。其针对Windows个人计算机的Arm架构CPU，代号为Grace，预计将于2025年面世。与此同时，AMD正稳步扩大其CPU业务版图，不仅为微软的游戏主机和Azure虚拟机提供处理器，还为微软新推出的Copilot Plus笔记本系列供货。在与英特尔的Lunar Lake同台竞技中，AMD的Strix Point将为Windows 11平台带来AI协同处理能力。根据Mercury Research在2024年第一季度的数据，英特尔在移动CPU市场占据80.7%的主导地位，而AMD则占有19.3%。然而，在桌面PC细分市场，英特尔自2023年第一季度起，市场份额从80.8%下滑至76.1%，AMD的份额则升至23.9%。这一转变并不意外，自2022年末以来，购买英特尔第13代和第14代CPU的用户报告了大量的稳定性问题。最近，英特尔确认问题源于工作电压不平衡，然而公司并未大规模召回。更糟糕的是，受影响的CPU被认为性能永久受损。这无疑将强化AMD锐龙处理器在接下来几个季度的竞争力。最后，尽管英特尔在集成显卡领域仍占主导，但这一优势与CPU的普遍认知紧密相关。鉴于AMD的集成显卡解决方案(APU)普遍认为优于英特尔的Iris Xe，预计AMD也会逐渐侵蚀英特尔在iGPU市场的份额。芯片路线图随着芯片微缩化的难度日益增加，芯片之间的差距也在拉大。如今，大多数芯片采用的是10纳米和7纳米架构。简而言之，晶体管密度越大，意味着更低的功耗和更高的性能。正因为如此，业界对英特尔在2025年和2026年分别推出的20A和18A芯片寄予厚望，它们将基于2纳米和1.8纳米节点制程。而AMD的下一代Zen 5 CPU，预计于2024年下半年上市，将采用台积电的N4X(4nm)和N3E(3nm)工艺。同时，AMD通过收购Silo AI，正在做出重大布局。同样，英伟达最新的Blackwell架构将利用台积电的4NP(4nm)制造技术。这再次凸显了英特尔在无晶圆厂阵营中的独特地位。虽然AMD的MI300X和MI325X预计将提供比英伟达的H100系列更好的性价比，但英伟达的GB200 Grace Blackwell Supership很可能成为首选的人工智能芯片。除此之外，英伟达还拥有一套完整的软件解决方案，搭配其硬设备，使其在数据中心领域迅速崛起。几乎所有早期的大规模语言模型(LLM)都是使用英伟达的框架，如NeMo以及其他由英伟达优化的开源深度学习框架进行训练。结语目前看来，英特尔的失误确实让AMD受益匪浅。然而，声誉损害的影响总有消散之时。从投资的角度看，更重要的是判断股价是否已经触底或是过度高估。英特尔的前瞻市盈率(P/E)为28.74，低于英伟达的39.53和AMD的40.49。借助10拆1的股票分割策略，英伟达成功降低了投资者的心理门坎，每股价格现为116美元，比AMD的144美元更显便宜。尽管英特尔获得了《芯片法案》85亿美元的补助(加上110亿美元的贷款)，用于高昂的制造工厂建设，但由于Raptor Lake系列的稳定性问题引发的负面情绪，这笔资金补助并未带来正面影响。总体而言，似乎英特尔的股价已经触底，这为其长期上升潜力提供了最有说服力的理由。根据纳斯达克的预测数据，以下是英特尔、英伟达和AMD的对比情况：英特尔：现价30.6美元，平均目标价40.21美元，最低目标价29美元，最高68美元。英伟达：现价115.9美元，平均目标价142.74美元，最低目标价90美元，最高200美元。AMD：现价144.4美元，平均目标价195.39美元，最低目标价150美元，最高250美元。在这三间公司中，英特尔是唯一一个股价接近底部的，预示平均31%的增长潜力。在同一时间段内，英伟达和AMD的增长潜力分别为23%和35%。然而，从长远来看，英特尔相对于无晶圆厂的英伟达和AMD，在成长性上占据更有利的位置。如果英特尔能避免进一步的尴尬和品控失误，它将成为长期收益的胜者。然而，英伟达仍然被视为加密货币中的比特币(BTC)，地位独特，而受到市场青睐。","news_type":1,"symbols_score_info":{"INTC":0.9,"GFS":1,"NVDA":0.9,"AMD":1}},"isVote":1,"tweetType":1,"viewCount":2657,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":334127581925520,"gmtCreate":1722607059252,"gmtModify":1722607876270,"author":{"id":"3482387627626129","authorId":"3482387627626129","name":"JasonFang","avatar":"https://static.tigerbbs.com/14f2d7773ad4669dd73ced51baa2be5d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3482387627626129","idStr":"3482387627626129"},"themes":[],"htmlText":"我windows11不定时蓝屏死机，可以帮我处理一下嘛？垃圾公司！","listText":"我windows11不定时蓝屏死机，可以帮我处理一下嘛？垃圾公司！","text":"我windows11不定时蓝屏死机，可以帮我处理一下嘛？垃圾公司！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/334127581925520","repostId":"2456474823","repostType":2,"repost":{"id":"2456474823","kind":"news","pubTimestamp":1722590280,"share":"https://www.laohu8.com/m/news/2456474823?lang=zh_CN&edition=full","pubTime":"2024-08-02 17:18","market":"fut","language":"zh","title":"Windows蓝屏起源官方揭秘：3个人写了3种 包括CEO鲍尔默","url":"https://stock-news.laohu8.com/highlight/detail?id=2456474823","media":"网易新闻","summary":"快科技8月2日消息，最近的Windows大规模蓝屏再次引发了人们对这一特殊界面的关注，而关于Windows蓝屏的起源，一直有各种说法，单单是作者就有三个名字经常被提及：曾担任微软CEO的史蒂夫·鲍尔默、资深开发人员Raymond Chen和John Vert。第一种是Windows 3.1下的蓝屏，有程序无响应时就会出现，也可以按下Ctrl+Alt+Del快捷键手动触发。事实上，Windows 3.1并没有真正的\"蓝屏死机\"，系统崩溃的时候会出现一个黑屏背景的命令提示符界面。","content":"<html><body><div>\n<p cms-style=\"font-L\">快科技8月2日消息，最近的Windows大规模蓝屏再次引发了人们对这一特殊界面的关注，而关于Windows蓝屏的起源，一直有各种说法，单单是作者就有三个名字经常被提及：曾担任<a href=\"https://laohu8.com/S/MSFT\">微软</a>CEO的史蒂夫·鲍尔默、资深开发人员Raymond Chen和John Vert。</p><p cms-style=\"font-L\">Raymond Chen特意在官方博客撰文，解释了Windows蓝屏到底是什么来的，特别是确认Windows蓝屏其实有三种样式，每一种都有不同的作者，正好对应这三个名字。</p><div><img src=\"http://n.sinaimg.cn/spider20240802/136/w553h383/20240802/0c70-cf4ed4ce60fd679780663d159a1ad5e2.jpg\"/><span></span></div><p cms-style=\"font-L\">第一种是Windows 3.1下的蓝屏，有程序无响应时就会出现，也可以按下Ctrl+Alt+Del快捷键手动触发。</p><p cms-style=\"font-L\">现在，这组快捷键会呼出锁定/注销/切换用户/任务管理器的选择界面，背景也是蓝色的。</p><p cms-style=\"font-L\">这个蓝屏界面并不代表系统死机，可以随时按ESC返回，也可以按ENTER关闭无响应程序，还可以再次按下Ctrl+Alt+Del重启系统。</p><p cms-style=\"font-L\">Raymond Chen调侃说，这是一个不快乐的蓝屏。</p><p cms-style=\"font-L\">这个蓝屏界面的提示信息，就是鲍尔默亲自写的，至于这个功能是谁设计的，已经不可考。</p><div><img src=\"http://n.sinaimg.cn/spider20240802/186/w537h449/20240802/cfee-e2357f3337ba302545750142e3efeebc.jpg\"/><span></span></div><p cms-style=\"font-L\">事实上，Windows 3.1并没有真正的\"蓝屏死机\"，系统崩溃的时候会出现一个黑屏背景的命令提示符界面。</p><div><img src=\"http://n.sinaimg.cn/spider20240802/40/w533h307/20240802/7777-7c433f241dc82d7f77ef0d0f62c5dd46.jpg\"/><span></span></div><p cms-style=\"font-L\">第二种是Windows 95下的蓝屏，出现系统内核错误的时候就会触发。</p><p cms-style=\"font-L\">但它依然不是真正的\"蓝屏死机\"，可以按下任意键返回，有一定的几率系统会正常运行。</p><p cms-style=\"font-L\">Raymond Chen完善了这一功能和界面，最终样式就是出自他之手，但他强调不能说他是这个功能的作者。</p><div><img src=\"http://n.sinaimg.cn/spider20240802/270/w581h489/20240802/dad5-eefca0a37deff1db9037a301325ed0a2.jpg\"/><span></span></div><p cms-style=\"font-L\">第三种是Windows NT下的蓝屏，作者John Vert，也是真正意义上的蓝屏死机，看到它的时候系统已经无可挽回，只能重启。</p><p cms-style=\"font-L\">也正是在它的基础上，才有后来不同样子的蓝屏死机，但只是呈现方式变了，本质基本相同。</p><div><img src=\"http://n.sinaimg.cn/spider20240802/138/w600h338/20240802/fdae-f5b7a722de176e09223ba73fdb8019f3.jpg\"/><span></span></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"sina","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>Windows蓝屏起源官方揭秘：3个人写了3种 包括CEO鲍尔默</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\">\nWindows蓝屏起源官方揭秘：3个人写了3种 包括CEO鲍尔默\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-02 17:18 北京时间 <a href=https://finance.sina.com.cn/roll/2024-08-02/doc-inchhaez3676224.shtml><strong>网易新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>快科技8月2日消息，最近的Windows大规模蓝屏再次引发了人们对这一特殊界面的关注，而关于Windows蓝屏的起源，一直有各种说法，单单是作者就有三个名字经常被提及：曾担任微软CEO的史蒂夫·鲍尔默、资深开发人员Raymond Chen和John Vert。Raymond Chen特意在官方博客撰文，解释了Windows蓝屏到底是什么来的，特别是确认Windows蓝屏其实有三种样式，每一种都有...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2024-08-02/doc-inchhaez3676224.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","BK4504":"桥水持仓","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BK4587":"ChatGPT概念","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","BK4538":"云计算","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4550":"红杉资本持仓","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) 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ACC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","BK4534":"瑞士信贷持仓","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4516":"特朗普概念","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","MSFT":"微软","BK4577":"网络游戏","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC","BK4566":"资本集团","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","BK4535":"淡马锡持仓"},"source_url":"https://finance.sina.com.cn/roll/2024-08-02/doc-inchhaez3676224.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2456474823","content_text":"快科技8月2日消息，最近的Windows大规模蓝屏再次引发了人们对这一特殊界面的关注，而关于Windows蓝屏的起源，一直有各种说法，单单是作者就有三个名字经常被提及：曾担任微软CEO的史蒂夫·鲍尔默、资深开发人员Raymond Chen和John Vert。Raymond Chen特意在官方博客撰文，解释了Windows蓝屏到底是什么来的，特别是确认Windows蓝屏其实有三种样式，每一种都有不同的作者，正好对应这三个名字。第一种是Windows 3.1下的蓝屏，有程序无响应时就会出现，也可以按下Ctrl+Alt+Del快捷键手动触发。现在，这组快捷键会呼出锁定/注销/切换用户/任务管理器的选择界面，背景也是蓝色的。这个蓝屏界面并不代表系统死机，可以随时按ESC返回，也可以按ENTER关闭无响应程序，还可以再次按下Ctrl+Alt+Del重启系统。Raymond Chen调侃说，这是一个不快乐的蓝屏。这个蓝屏界面的提示信息，就是鲍尔默亲自写的，至于这个功能是谁设计的，已经不可考。事实上，Windows 3.1并没有真正的\"蓝屏死机\"，系统崩溃的时候会出现一个黑屏背景的命令提示符界面。第二种是Windows 95下的蓝屏，出现系统内核错误的时候就会触发。但它依然不是真正的\"蓝屏死机\"，可以按下任意键返回，有一定的几率系统会正常运行。Raymond Chen完善了这一功能和界面，最终样式就是出自他之手，但他强调不能说他是这个功能的作者。第三种是Windows NT下的蓝屏，作者John Vert，也是真正意义上的蓝屏死机，看到它的时候系统已经无可挽回，只能重启。也正是在它的基础上，才有后来不同样子的蓝屏死机，但只是呈现方式变了，本质基本相同。\n\n\n海量资讯、精准解读，尽在新浪财经APP","news_type":1,"symbols_score_info":{"MSFT":1}},"isVote":1,"tweetType":1,"viewCount":2589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320684833796208,"gmtCreate":1719327985984,"gmtModify":1719331647666,"author":{"id":"3482387627626129","authorId":"3482387627626129","name":"JasonFang","avatar":"https://static.tigerbbs.com/14f2d7773ad4669dd73ced51baa2be5d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3482387627626129","idStr":"3482387627626129"},"themes":[],"htmlText":"假3nm","listText":"假3nm","text":"假3nm","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320684833796208","repostId":"2444265176","repostType":2,"repost":{"id":"2444265176","kind":"highlight","weMediaInfo":{"introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"media_name":"金吾财讯","id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"pubTimestamp":1718868151,"share":"https://www.laohu8.com/m/news/2444265176?lang=zh_CN&edition=full","pubTime":"2024-06-20 15:22","market":"sh","language":"zh","title":"英特尔(INTC)Intel 3制程进入大量生产阶段","url":"https://stock-news.laohu8.com/highlight/detail?id=2444265176","media":"金吾财讯","summary":"金吾财讯 | 英特尔(INTC)的Intel 3制程，宣布进入大量生产阶段，用于Xeon 6系列数据中心处理器的制造，未来也将承接代工客户订单。Intel 3不仅带来更高的晶体管密度与效能，还支持1.3V以上的高电压。","content":"<html><body><p>金吾财讯 | <a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTC)的Intel 3制程，宣布进入大量生产阶段，用于Xeon 6系列数据中心处理器的制造，未来也将承接代工客户订单。Intel 3不仅带来更高的晶体管密度与效能，还支持1.3V以上的高电压。</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>英特尔(INTC)Intel 3制程进入大量生产阶段</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英特尔(INTC)Intel 3制程进入大量生产阶段\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1086022552\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">金吾财讯 </p>\n<p class=\"h-time\">2024-06-20 15:22</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>金吾财讯 | <a href=\"https://laohu8.com/S/INTC\">英特尔</a>(INTC)的Intel 3制程，宣布进入大量生产阶段，用于Xeon 6系列数据中心处理器的制造，未来也将承接代工客户订单。Intel 3不仅带来更高的晶体管密度与效能，还支持1.3V以上的高电压。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.szfiu.com/news/20210625/NDFiZjhjZDNhYWRlYWZlZWY0NGExMDE1Mzc1NDE5NjA=.jpg","relate_stocks":{"BK4535":"淡马锡持仓","BK4554":"元宇宙及AR概念","BK4141":"半导体产品","BK4588":"碎股","BK4515":"5G概念","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4527":"明星科技股","INTC":"英特尔","BK4512":"苹果概念","BK4529":"IDC概念","BK4575":"芯片概念","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4579":"人工智能","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4550":"红杉资本持仓","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓"},"source_url":"276950","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2444265176","content_text":"金吾财讯 | 英特尔(INTC)的Intel 3制程，宣布进入大量生产阶段，用于Xeon 6系列数据中心处理器的制造，未来也将承接代工客户订单。Intel 3不仅带来更高的晶体管密度与效能，还支持1.3V以上的高电压。","news_type":1,"symbols_score_info":{"INTC":1}},"isVote":1,"tweetType":1,"viewCount":3403,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320681444028520,"gmtCreate":1719327049638,"gmtModify":1719331648871,"author":{"id":"3482387627626129","authorId":"3482387627626129","name":"JasonFang","avatar":"https://static.tigerbbs.com/14f2d7773ad4669dd73ced51baa2be5d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3482387627626129","idStr":"3482387627626129"},"themes":[],"htmlText":"前10年干掉intel，后10年干掉英伟达","listText":"前10年干掉intel，后10年干掉英伟达","text":"前10年干掉intel，后10年干掉英伟达","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320681444028520","repostId":"2445403912","repostType":2,"repost":{"id":"2445403912","kind":"news","pubTimestamp":1719128959,"share":"https://www.laohu8.com/m/news/2445403912?lang=zh_CN&edition=full","pubTime":"2024-06-23 15:49","market":"us","language":"zh","title":"128GB 内存、120W 功耗，AMD 锐龙 Strix Halo APU 新评估板现身","url":"https://stock-news.laohu8.com/highlight/detail?id=2445403912","media":"中关村在线","summary":"搭载AMD锐龙Strix Halo移动APU的Maple REVB评估板新配置已入境中国，支持128GB内存。此前报道过，该评估平台的TDP设定为120W，最大内存容量为64GB。根据泄露信息，代号Strix Halo的AMD移动处理器采用FP11封装技术，最高搭载了16核Zen 5+40CU RDNA 3+核显。Strix Halo将配备16MB L2缓存、64MB L3缓存和32MB（类似于Infinity Cache）MALL Cache。与传统的128位宽不同，Strix Halo将支持256位LPDDR5x-8000内存，并且NPU算力达到60TOPS。","content":"<html><body><article><p>搭载AMD锐龙Strix Halo移动APU的Maple REVB评估板新配置已入境中国，支持128GB内存。此前报道过，该评估平台的TDP设定为120W，最大内存容量为64GB。根据泄露信息，代号Strix Halo的AMD移动处理器采用FP11封装技术，最高搭载了16核Zen 5+40CU RDNA 3+核显。</p><p>Strix Halo将配备16MB L2缓存、64MB L3缓存和32MB（类似于Infinity Cache）MALL Cache。与传统的128位宽不同，Strix Halo将支持256位LPDDR5x-8000内存，并且NPU算力达到60TOPS。</p></article></body></html>","source":"tencent","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>128GB 内存、120W 功耗，AMD 锐龙 Strix Halo APU 新评估板现身</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{ 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024062316240195ce99f1&s=b><strong>中关村在线</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>搭载AMD锐龙Strix Halo移动APU的Maple REVB评估板新配置已入境中国，支持128GB内存。此前报道过，该评估平台的TDP设定为120W，最大内存容量为64GB。根据泄露信息，代号Strix Halo的AMD移动处理器采用FP11封装技术，最高搭载了16核Zen 5+40CU RDNA 3+核显。Strix Halo将配备16MB L2缓存、64MB L3缓存和32MB（类似于...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2024062316240195ce99f1&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","BK4588":"碎股","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A 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Halo将支持256位LPDDR5x-8000内存，并且NPU算力达到60TOPS。","news_type":1,"symbols_score_info":{"GFS":1,"AMD":1,"APU":1}},"isVote":1,"tweetType":1,"viewCount":3215,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320679393788080,"gmtCreate":1719326554306,"gmtModify":1719326555781,"author":{"id":"3482387627626129","authorId":"3482387627626129","name":"JasonFang","avatar":"https://static.tigerbbs.com/14f2d7773ad4669dd73ced51baa2be5d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3482387627626129","idStr":"3482387627626129"},"themes":[],"htmlText":"跌落神坛","listText":"跌落神坛","text":"跌落神坛","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320679393788080","repostId":"2446247857","repostType":2,"repost":{"id":"2446247857","kind":"highlight","pubTimestamp":1719295831,"share":"https://www.laohu8.com/m/news/2446247857?lang=zh_CN&edition=full","pubTime":"2024-06-25 14:10","market":"us","language":"zh","title":"七大\"护城河\"支撑英伟达股价升至200美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2446247857","media":"金十数据","summary":"战略咨询公司创始人认为，未来两年，英伟达股价将飙升至200美元，七大\"护城河\"支撑公司中长期前景。","content":"<html><head></head><body><blockquote><p>战略咨询公司创始人认为，未来两年，英伟达股价将飙升至200美元，七大"护城河"支撑公司中长期前景。</p></blockquote><p>6月25日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>周二走高，目前涨超3%，扭转了此前连续三个交易日的下跌。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a1c02421fb0bad7598f264f06154e52d\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>战略咨询公司Constellation Research数据显示，未来12个月，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的股价将飙升至每股200美元，目前的涨势将持续两年。</strong>Constellation的创始人R“Ray”Wang在周一接受CNBC采访时表示，他认为英伟达有“七条护城河”，可以帮助该公司在GPU市场上保持主导地位。</p><p><strong>1. CEO有远见</strong></p><p>黄仁勋是一位有远见的CEO，这点非常非常重要。他会像拉里·艾利森 （<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>创始人）、马克·扎克伯格（Meta首席执行官）一样，引领着世界前进。</p><p><strong>2. 芯片行业进入门槛高</strong></p><p>能进入这个芯片市场的竞争对手很少，把芯片推向市场需要很长时间，要成功做到这一点是一件非常困难的事情。</p><p><strong>3. 用户转换成本高</strong></p><p>一旦选择了英伟达的CUDA软件和硬件生态系统，就会被"锁定"在这个生态系统中很长一段时间。因为英伟达在这个领域已经建立了相当大的优势，在软件、硬件以及整个技术栈方面都处于领先地位，使得用户很难轻易脱离这个生态系统。</p><p><strong>4. 英伟达市场份额占据主导地位</strong></p><p>英伟达一直占据市场主导地位，这很重要，因为他们在这个市场已经有一段时间了，而竞争对手落后了24个月。</p><p><strong>5. 强大的产品路线图</strong></p><p>我们现在只看到了英伟达产品路线图的一小部分，也许只有百分之一或千分之一。英伟达能够从芯片硬件一直延伸到终端应用的全产业链布局，这正是他们即将带来大量创新的关键所在。也就是说，英伟达不仅有强大的硬件产品线，同时在整个软硬件融合的技术栈上都拥有深厚的积累，这使得他们未来的创新潜力巨大。</p><p><strong>6. GPU是AI的默认标准</strong></p><p>GPU在人工智能计算中的地位已经非常稳固和不可或缺，成为了业界的共识和默认选择，整个人工智能生态系统都已经围绕着GPU而发展。</p><p><strong>7. 数字不会说谎</strong></p><p><strong>我们看到了惊人的增长数据，这与公司的市盈率完全匹配。每个人都在努力理解这种增长势头将如何持续下去。英伟达的毛利率达到了78%，较去年同期增长了262%。这种趋势在接下来的18到24个月内将会继续保持。</strong></p><p><strong>尽管英伟达股价在上周触及约140美元的峰值后下跌了14%，但Wang认为，这是另一个买入良机。这种回调是由于宏观层面的原因，比如人们担心消费者市场和经济前景，因此在夏季之前进行了一些获利了结。</strong></p><p>Wang并不是华尔街唯一给出200美元目标价的分析师。上周， 金融服务公司Rosenblatt也将英伟达的目标股价上调至200美元，主要是基于英伟达能够更好地将其CUDA软件平台货币化的前景。</p></body></html>","source":"xnew_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>七大\"护城河\"支撑英伟达股价升至200美元</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; 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}\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七大\"护城河\"支撑英伟达股价升至200美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-25 14:10 北京时间 <a href=https://xnews.jin10.com/webapp/details.html?id=141867&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>战略咨询公司创始人认为，未来两年，英伟达股价将飙升至200美元，七大\"护城河\"支撑公司中长期前景。6月25日，英伟达周二走高，目前涨超3%，扭转了此前连续三个交易日的下跌。战略咨询公司Constellation Research数据显示，未来12个月，英伟达的股价将飙升至每股200美元，目前的涨势将持续两年。Constellation的创始人R“Ray”Wang在周一接受CNBC采访时表示，他认为...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=141867&type=news&data_type=0\">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/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"LU0234572021.USD":"高盛美国核心股票组合Acc","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU0109392836.USD":"富兰克林科技股A","BK4529":"IDC概念","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4579":"人工智能","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4549":"软银资本持仓","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4588":"碎股","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4550":"红杉资本持仓","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BK4551":"寇图资本持仓","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0072462426.USD":"贝莱德全球配置 A2","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4534":"瑞士信贷持仓","LU0079474960.USD":"联博美国增长基金A","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4554":"元宇宙及AR概念","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4532":"文艺复兴科技持仓","BK4581":"高盛持仓","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","NVDA":"英伟达","LU0056508442.USD":"贝莱德世界科技基金A2","BK4527":"明星科技股","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4543":"AI","LU0097036916.USD":"贝莱德美国增长A2 USD","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0080751232.USD":"富达环球多元动力基金A","BK4567":"ESG概念","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","BK4141":"半导体产品","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=141867&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2446247857","content_text":"战略咨询公司创始人认为，未来两年，英伟达股价将飙升至200美元，七大\"护城河\"支撑公司中长期前景。6月25日，英伟达周二走高，目前涨超3%，扭转了此前连续三个交易日的下跌。战略咨询公司Constellation Research数据显示，未来12个月，英伟达的股价将飙升至每股200美元，目前的涨势将持续两年。Constellation的创始人R“Ray”Wang在周一接受CNBC采访时表示，他认为英伟达有“七条护城河”，可以帮助该公司在GPU市场上保持主导地位。1. CEO有远见黄仁勋是一位有远见的CEO，这点非常非常重要。他会像拉里·艾利森 （甲骨文创始人）、马克·扎克伯格（Meta首席执行官）一样，引领着世界前进。2. 芯片行业进入门槛高能进入这个芯片市场的竞争对手很少，把芯片推向市场需要很长时间，要成功做到这一点是一件非常困难的事情。3. 用户转换成本高一旦选择了英伟达的CUDA软件和硬件生态系统，就会被\"锁定\"在这个生态系统中很长一段时间。因为英伟达在这个领域已经建立了相当大的优势，在软件、硬件以及整个技术栈方面都处于领先地位，使得用户很难轻易脱离这个生态系统。4. 英伟达市场份额占据主导地位英伟达一直占据市场主导地位，这很重要，因为他们在这个市场已经有一段时间了，而竞争对手落后了24个月。5. 强大的产品路线图我们现在只看到了英伟达产品路线图的一小部分，也许只有百分之一或千分之一。英伟达能够从芯片硬件一直延伸到终端应用的全产业链布局，这正是他们即将带来大量创新的关键所在。也就是说，英伟达不仅有强大的硬件产品线，同时在整个软硬件融合的技术栈上都拥有深厚的积累，这使得他们未来的创新潜力巨大。6. GPU是AI的默认标准GPU在人工智能计算中的地位已经非常稳固和不可或缺，成为了业界的共识和默认选择，整个人工智能生态系统都已经围绕着GPU而发展。7. 数字不会说谎我们看到了惊人的增长数据，这与公司的市盈率完全匹配。每个人都在努力理解这种增长势头将如何持续下去。英伟达的毛利率达到了78%，较去年同期增长了262%。这种趋势在接下来的18到24个月内将会继续保持。尽管英伟达股价在上周触及约140美元的峰值后下跌了14%，但Wang认为，这是另一个买入良机。这种回调是由于宏观层面的原因，比如人们担心消费者市场和经济前景，因此在夏季之前进行了一些获利了结。Wang并不是华尔街唯一给出200美元目标价的分析师。上周， 金融服务公司Rosenblatt也将英伟达的目标股价上调至200美元，主要是基于英伟达能够更好地将其CUDA软件平台货币化的前景。","news_type":1,"symbols_score_info":{"NVDA":1}},"isVote":1,"tweetType":1,"viewCount":2221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319225632317720,"gmtCreate":1718961549719,"gmtModify":1718961551920,"author":{"id":"3482387627626129","authorId":"3482387627626129","name":"JasonFang","avatar":"https://static.tigerbbs.com/14f2d7773ad4669dd73ced51baa2be5d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3482387627626129","idStr":"3482387627626129"},"themes":[],"htmlText":"股票回落到205附近就买了","listText":"股票回落到205附近就买了","text":"股票回落到205附近就买了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319225632317720","repostId":"2444935372","repostType":2,"repost":{"id":"2444935372","kind":"news","pubTimestamp":1718875830,"share":"https://www.laohu8.com/m/news/2444935372?lang=zh_CN&edition=full","pubTime":"2024-06-20 17:30","market":"us","language":"zh","title":"苹果带来全新AI叙事，除了硬件，还有大模型","url":"https://stock-news.laohu8.com/highlight/detail?id=2444935372","media":"华尔街见闻","summary":"Apple Intelligence不仅拉动了硬件出货预期，可能更重要的是将快速拉开大模型间的市场份额。","content":"<html><head></head><body><blockquote><p>Apple Intelligence不仅拉动了硬件出货预期，可能更重要的是将快速拉开大模型间的市场份额。</p></blockquote><p>6月11日的<a href=\"https://laohu8.com/S/AAPL\">苹果</a>WWDC大会后，整个AI行业的叙事发生了全新的变化。</p><p>Apple Intelligence的出现，使得AI手机将成为全新拉动出货增长的利器，苹果表现将强于市场预期，苹果产业链公司都在最近表现强劲。</p><p>大摩、小摩、美银认为，Apple Intelligence的逐步渗透，将拉动供应链的新一轮增长。</p><blockquote><p>1）不仅仅是30亿参数的本地模型，苹果还推出了在M2 Ultra上运行的云端模型，意味着Apple Intelligence的渗透将拉动M系列芯片的增长；</p><p>2）与苹果过往广泛的兼容不同，Apple Intelligence仅适用于配备 A17 Pro 和 M 系列芯片的设备，占 iPhone 和 iPad 总量的 8%，这种有限的推出策略将促使苹果近13亿用户的设备升级。</p></blockquote><p>同时，由于Open AI成功拿下苹果用户，也让Open AI用户量向10亿级冲刺，将获得用户基数壁垒。</p><p>这种级别的用户数显然是其他竞争对手可望不可及的目标。</p><p>根据李开复上周的说法，“目前国内所有大模型厂商DAU总量也就在千万级别，比我们平时用的每个应用都小很多，这说明用户的市场教育还远远没有完成。”这也意味着用户基数带来的护城河，在国内市场没有一家能在现阶段做到。</p><p>硬AI认为，苹果带动AI大模型用户增长的生态模式，可能会半年后会在安卓上得到复制，届时，各家大模型肯定会争夺这个入口获得用户。</p><p>对于大模型厂商，获得手机用户，肯定比现有投流模式获客成本收益比更高。不过，是不是能有Open AI的议价能力，就有待观察了。</p><h2 id=\"id_1964631036\">一、Apple出货量预测</h2><p>目前市场共识是，iPhone在2025/2026财年的销量将在 2.27 亿部/ 2.38 亿部，即更换周期为 4.8 年。</p><p>美银指出该预测过低，认为2025/2026年IPhone销量至少可以达到2.47亿部/2.57亿部。</p><p>主要的原因是，新的 AI 功能仅适用于配备 A17 Pro 和 M 系列芯片的设备，目前这些设备占 iPhone 和 iPad 总量的 8%。</p><p>美银估计， 截至2023年底，全球iPhone安装基数（IB）将达到12亿部，其中包括8.18亿部二手iPhone和4.18亿部新iPhone。</p><p>美银认为，Apple Intelligence将刺激苹果超过13亿庞大用户群的设备升级，从而推动增长。</p><p><img src=\"https://static.tigerbbs.com/401a3ad9f6b56ad9b38668a5928cfaf2\" alt=\"\"/></p><h2 id=\"id_463385952\">二、订阅收入潜力</h2><p>根据24Q1财报电话会议，苹果在其平台上的付费订阅数量已超过10亿，考虑到苹果的总设备安装基础为22亿台（包括iPhone、iPad、Mac等所有设备），意味目前的货币化程度不到50%。据此，美银表示，苹果的订阅服务还有很大的渗透空间。</p><p>需要注意的是，渗透不会一蹴而就，而是会伴随着Apple Intelligence升级逐步进行。</p><p>Apple Intelligence的升级具体包含以下几个方面 ——</p><blockquote><p>• 多语言覆盖： Apple Intelligence 将在今年秋季率先面向美式英语的用户推出，表明公司的初步发布侧重于苹果的北美市场（该市场占 iPhone 安装基数的 30% 以上）。同时，苹果公司明确表示，后续将逐步扩大对语言的支持。</p><p>• Siri功能的升级：Siri 正在进行重大重新设计，重点是新的命令控制功能以及与 Apple 自身应用程序的更深层次集成。分析师认为，Apple Intelligence 的集成将进一步增强 Siri 的功能，使其随着时间的推移变得更有价值。</p><p>• AI功能向第三方软件开放：最早在今年秋季，苹果将允许第三方开发人员将 Apple Intelligence 集成到他们的应用程序中。</p><p>• 更多第三方大模型的加入：苹果公司未来对与 Google Gemini 等其他基础模型提供商合作持开放态度。这表明苹果公司有兴趣在未来为其用户提供更多样化的人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>模型。</p></blockquote><p>大摩指出，如果 Apple Intelligence 在未来 12 个月内成功扩展新的语言选项和第三方应用程序集成，它可能会大大缩短 iPhone 的更换周期。</p><p>根据大摩测算，每减少 0.1 年的周期，就可能转化为额外 500 万部 iPhone 的出货量和每股收益增加 10 美分。</p><h2 id=\"id_352466166\">三、Apple Intelligence 对<a href=\"https://laohu8.com/S/TSM\">台积电</a>的影响</h2><p>苹果作为台积电最大的客户，占据其25%的收入。大摩指出，Apple Intelligence在本地和云端的增长，将拉动A18/A18 Pro、M系列芯片的增长，从而对台积电产生积极影响。</p><p><img src=\"https://static.tigerbbs.com/9a54a324bdc4e936df39935dca17253a\" alt=\"\"/></p><p>Apple Intelligence 推出了两种基础模型：一个参数约为 30 亿的本地模型和一个在云端 Apple 芯片上运行的模型。这两者均会拉动A18/A18 Pro、M系列芯片需求的增长。</p><p><strong>本地端来看 ——</strong></p><blockquote><p>1）Apple Intelligence将拉动13亿的潜在换机；</p><p>2）A18/A18Pro新处理器的推出，且制程将从上一代的 N3B 工艺制造转向台积电更新的 N3E 制造工艺；</p></blockquote><p><strong>云端来看 ——</strong></p><blockquote><p>1）苹果在其AI服务器中使用M2 Ultra芯片。根据大摩的供应链分析，苹果在2024年上半年生产了200-300万颗M2 Ultra芯片（采用台积电的4纳米工艺）。据估计，每颗芯片将为台积电带来350-400美元的收入，有可能在2024年为台积电的总收入贡献高达20亿美元（约2%）。</p></blockquote><p>展望未来，该报告预测苹果将继续扩大其AI服务器芯片的生产。随着Apple Intelligence云服务用户群的不断增长，预计苹果将在2025年使用其3纳米M3或M4芯片。此外，到2026年，苹果可能会采用台积电的2纳米和SoIC技术来开发更强大的AI服务器芯片。</p><p>苹果芯片的迭代更换，将对台积电产生积极影响。</p><p>目前市场焦点集中在对硬件的拉动，但对软件的影响，蝴蝶已经扇起了翅膀。</p><h2 id=\"id_1109766809\">四、AI+终端建立模型生态</h2><p>硬AI认为，后续随着安卓厂商复制苹果模式推进AI，手机终端对大模型厂商市场份额可能会产生新的巨大影响，迅速拉开不同厂商间的市场份额。</p><p>参考苹果和OpenAI的合作，OpenAl嵌入苹果Siri后，苹果用户可以通过Siri免注册免费调用ChatGPT的云端计算。</p><p>根据Data.ai数据，目前，ChatGPT的APP端+网页端最新日活峰值数为1.65亿。OpenAI嵌入苹果手机标志着OpenAl的增长空间将涵盖15亿量级的苹果手机用户。</p><p>换句话说，大模型+终端设备的生态合作，可以助力大模型厂商短期内指数级提升市场份额。</p><p>尤其是对于坚定To C业务大模型厂商，比如KIMI、百川智能、零一万物等。</p><p>百川智能CEO王小川提到，To C业务空间比To B大十倍；KIMI创始人杨植麟也表达过相似观点，除了巨大的市场空间，C端用户的数据还可以帮助大模型快速的迭代。</p><p>此外，杨植麟指出，相比于B端业务的高成本（企业的定制化需求），C端的边际成本会随着用户数量的增多而不断降低。</p><p>从商业模式的角度看，C端业务的商业模式往往是先堆积用户DAU再找商业模式。目前，国内各个头部厂商也采取了不少措施来探索DAU提升的路径。</p><p>硬AI认为，参考OpenAI与苹果的合作方式，也许大模型快速加入“硬件终端”，才能成为大模型DAU提升的“杀手锏”。</p></body></html>","source":"wallstreetcn_hot_news","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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.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苹果带来全新AI叙事，除了硬件，还有大模型\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-20 17:30 北京时间 <a href=https://wallstreetcn.com/articles/3717690><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Apple Intelligence不仅拉动了硬件出货预期，可能更重要的是将快速拉开大模型间的市场份额。6月11日的苹果WWDC大会后，整个AI行业的叙事发生了全新的变化。Apple Intelligence的出现，使得AI手机将成为全新拉动出货增长的利器，苹果表现将强于市场预期，苹果产业链公司都在最近表现强劲。大摩、小摩、美银认为，Apple Intelligence的逐步渗透，将拉动供应链的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3717690\">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/13f224bb016b853641f590b6753763d1","relate_stocks":{"LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4533":"AQR资本管理(全球第二大对冲基金)","AAPL":"苹果","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","BK4575":"芯片概念","BK4566":"资本集团","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4515":"5G概念","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4592":"伊斯兰概念","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH 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系列芯片的设备，占 iPhone 和 iPad 总量的 8%，这种有限的推出策略将促使苹果近13亿用户的设备升级。同时，由于Open AI成功拿下苹果用户，也让Open AI用户量向10亿级冲刺，将获得用户基数壁垒。这种级别的用户数显然是其他竞争对手可望不可及的目标。根据李开复上周的说法，“目前国内所有大模型厂商DAU总量也就在千万级别，比我们平时用的每个应用都小很多，这说明用户的市场教育还远远没有完成。”这也意味着用户基数带来的护城河，在国内市场没有一家能在现阶段做到。硬AI认为，苹果带动AI大模型用户增长的生态模式，可能会半年后会在安卓上得到复制，届时，各家大模型肯定会争夺这个入口获得用户。对于大模型厂商，获得手机用户，肯定比现有投流模式获客成本收益比更高。不过，是不是能有Open AI的议价能力，就有待观察了。一、Apple出货量预测目前市场共识是，iPhone在2025/2026财年的销量将在 2.27 亿部/ 2.38 亿部，即更换周期为 4.8 年。美银指出该预测过低，认为2025/2026年IPhone销量至少可以达到2.47亿部/2.57亿部。主要的原因是，新的 AI 功能仅适用于配备 A17 Pro 和 M 系列芯片的设备，目前这些设备占 iPhone 和 iPad 总量的 8%。美银估计， 截至2023年底，全球iPhone安装基数（IB）将达到12亿部，其中包括8.18亿部二手iPhone和4.18亿部新iPhone。美银认为，Apple Intelligence将刺激苹果超过13亿庞大用户群的设备升级，从而推动增长。二、订阅收入潜力根据24Q1财报电话会议，苹果在其平台上的付费订阅数量已超过10亿，考虑到苹果的总设备安装基础为22亿台（包括iPhone、iPad、Mac等所有设备），意味目前的货币化程度不到50%。据此，美银表示，苹果的订阅服务还有很大的渗透空间。需要注意的是，渗透不会一蹴而就，而是会伴随着Apple Intelligence升级逐步进行。Apple Intelligence的升级具体包含以下几个方面 ——• 多语言覆盖： Apple Intelligence 将在今年秋季率先面向美式英语的用户推出，表明公司的初步发布侧重于苹果的北美市场（该市场占 iPhone 安装基数的 30% 以上）。同时，苹果公司明确表示，后续将逐步扩大对语言的支持。• Siri功能的升级：Siri 正在进行重大重新设计，重点是新的命令控制功能以及与 Apple 自身应用程序的更深层次集成。分析师认为，Apple Intelligence 的集成将进一步增强 Siri 的功能，使其随着时间的推移变得更有价值。• AI功能向第三方软件开放：最早在今年秋季，苹果将允许第三方开发人员将 Apple Intelligence 集成到他们的应用程序中。• 更多第三方大模型的加入：苹果公司未来对与 Google Gemini 等其他基础模型提供商合作持开放态度。这表明苹果公司有兴趣在未来为其用户提供更多样化的人工智能模型。大摩指出，如果 Apple Intelligence 在未来 12 个月内成功扩展新的语言选项和第三方应用程序集成，它可能会大大缩短 iPhone 的更换周期。根据大摩测算，每减少 0.1 年的周期，就可能转化为额外 500 万部 iPhone 的出货量和每股收益增加 10 美分。三、Apple Intelligence 对台积电的影响苹果作为台积电最大的客户，占据其25%的收入。大摩指出，Apple Intelligence在本地和云端的增长，将拉动A18/A18 Pro、M系列芯片的增长，从而对台积电产生积极影响。Apple Intelligence 推出了两种基础模型：一个参数约为 30 亿的本地模型和一个在云端 Apple 芯片上运行的模型。这两者均会拉动A18/A18 Pro、M系列芯片需求的增长。本地端来看 ——1）Apple Intelligence将拉动13亿的潜在换机；2）A18/A18Pro新处理器的推出，且制程将从上一代的 N3B 工艺制造转向台积电更新的 N3E 制造工艺；云端来看 ——1）苹果在其AI服务器中使用M2 Ultra芯片。根据大摩的供应链分析，苹果在2024年上半年生产了200-300万颗M2 Ultra芯片（采用台积电的4纳米工艺）。据估计，每颗芯片将为台积电带来350-400美元的收入，有可能在2024年为台积电的总收入贡献高达20亿美元（约2%）。展望未来，该报告预测苹果将继续扩大其AI服务器芯片的生产。随着Apple Intelligence云服务用户群的不断增长，预计苹果将在2025年使用其3纳米M3或M4芯片。此外，到2026年，苹果可能会采用台积电的2纳米和SoIC技术来开发更强大的AI服务器芯片。苹果芯片的迭代更换，将对台积电产生积极影响。目前市场焦点集中在对硬件的拉动，但对软件的影响，蝴蝶已经扇起了翅膀。四、AI+终端建立模型生态硬AI认为，后续随着安卓厂商复制苹果模式推进AI，手机终端对大模型厂商市场份额可能会产生新的巨大影响，迅速拉开不同厂商间的市场份额。参考苹果和OpenAI的合作，OpenAl嵌入苹果Siri后，苹果用户可以通过Siri免注册免费调用ChatGPT的云端计算。根据Data.ai数据，目前，ChatGPT的APP端+网页端最新日活峰值数为1.65亿。OpenAI嵌入苹果手机标志着OpenAl的增长空间将涵盖15亿量级的苹果手机用户。换句话说，大模型+终端设备的生态合作，可以助力大模型厂商短期内指数级提升市场份额。尤其是对于坚定To C业务大模型厂商，比如KIMI、百川智能、零一万物等。百川智能CEO王小川提到，To C业务空间比To 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","text":"跌成那B样了[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/316783203942448","repostId":"2443564614","repostType":2,"repost":{"id":"2443564614","kind":"news","pubTimestamp":1718349304,"share":"https://www.laohu8.com/m/news/2443564614?lang=zh_CN&edition=full","pubTime":"2024-06-14 15:15","market":"us","language":"zh","title":"马斯克560亿美元薪酬计划获批！夸下海口：特斯拉市值将达苹果10倍，今年股价累计已下跌29%","url":"https://stock-news.laohu8.com/highlight/detail?id=2443564614","media":"金融界","summary":"在周四的股东大会上，特斯拉股东批准了首席执行官马斯克560亿美元的薪酬方案，同时支持公司将注册地从特拉华州迁往德克萨斯州。受此消息提振，特斯拉股价一度大涨7%，但今年来股价表现依然不佳，累计下跌29%，跑输大盘。在此情况下，马斯克将累计获得12%的公司股票期权奖励。鉴于马斯克已拥有特斯拉13%的股份，这也意味着薪酬兑现后他的持股比例将达到25%。特斯拉的价值有可能达到目前最有价值公司的10倍。","content":"<html><body><article><p>在周四的股东大会上，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>股东批准了首席执行官马斯克560亿美元的薪酬方案，同时支持公司将注册地从特拉华州迁往德克萨斯州。受此消息提振，特斯拉股价一度大涨7%，但今年来股价表现依然不佳，累计下跌29%，跑输大盘。</p><p>此次薪酬方案的通过，意味着马斯克将继续留任特斯拉CEO，这一结果，缓解了马斯克可能离职的担忧，无疑正是股东们欢迎的结果。正如Wedbush分析师Daniel Ives所言，若方案被否决，可能会导致股价大跌20-25美元。马斯克作为特斯拉的灵魂人物，对公司的发展至关重要。</p><p><strong>特斯拉股东花</strong><strong>560亿美元</strong><strong>留住马斯克</strong></p><p>股东投票结果宣读后，马斯克首先向股东们批准其薪酬方案表示感谢。</p><p>2018年1月，特斯拉公布了对CEO马斯克的薪酬方案，该方案被称为史上最贵的高管薪酬。</p><p>根据该方案：自2018年1月21日起，一旦特斯拉公司同时达到两个递进的里程碑目标，马斯克将获得公司股票期权。每达到目标一次，马斯克将获得相当于公司全部股票流通股总量的1%。</p><p>方案一共有12期目标，每期目标包括：1）公司市值增加500亿美元，以及，2）<span>营业收入</span>（Revenue）以及息税前利润（EBIDA）两项运营指标同时达标。</p><p>假如12期目标全部实现，特斯拉公司的营业收入将相当于在2017年的基础上增长21倍，息税前利润相当于增长17倍，市值增加11倍。</p><p>在此情况下，马斯克将累计获得12%的公司股票期权奖励。鉴于马斯克已拥有特斯拉13%的股份，这也意味着薪酬兑现后他的持股比例将达到25%。</p><p>这份薪酬计划公布于2018年初，当时特斯拉的市值只有590亿美元左右，当时这份计划在很多人看来，其实现难度简直就是天方夜谭。但从2018年至今，特斯拉公司公司市值最高时突破了1万亿美元，到今天依然还有6000亿美元市值，这是2017年市值的10倍以上。</p><p>按照2018年原薪酬计划，马斯克已完成了先前制订的里程碑目标，可以将12%的公司股票收归囊中。据估计，这批股票价值总额超过了550亿美元。</p><p>有意思的是，马斯克在公开场合一直宣称自己个人并不需要太多现金，之所以需要这么一笔股票，是因为他要把钱花到其他更宏大目标上，尤其是未来的人类移民火星项目。</p><p><strong>特斯拉市值有望超过30万亿美元</strong></p><p>随后，马斯克在股东大会上还分享了公司的最新情况。他表示，特斯拉的未来令人兴奋。特斯拉的价值有可能达到目前最有价值公司的10倍。<a href=\"https://laohu8.com/S/AAPL\">苹果</a>和<a href=\"https://laohu8.com/S/MSFT\">微软</a>目前的市值约为3.3万亿美元，马斯克表示，未来特斯拉的市值可能超过33万亿美元。</p><p>然而，值得注意的是，受电动汽车需求波动影响，特斯拉一季度销量表现疲弱，且二季度销售预期也不乐观，这给公司业绩带来压力。马斯克需要想办法提振电动车销量，稳固特斯拉在行业内的领先地位。</p><p>除了电动汽车主业，特斯拉在自动驾驶和<a href=\"https://laohu8.com/S/300024\">机器人</a>领域也有布局。ARK基金预测，到2029年，特斯拉90%的市值和盈利将来自自动驾驶业务，股价有望冲击3100美元。马斯克更是表示，Optimus机器人每年可为公司带来1万亿美元的利润。这些前景让投资者看到特斯拉未来的巨大想象空间。但另一方面，8月发布的Robotaxi自动驾驶出租车仍存不确定性，市场对特斯拉在AI领域的执行力持观望态度。要实现自动驾驶和机器人的商业化落地，特斯拉还需持续加大研发投入。</p><p>可以看到，在马斯克的带领下，特斯拉虽然暂时度过了一劫，但挑战和机遇并存。作为一家估值高达5650亿美元的科技公司，特斯拉需要拿出更多成绩来证明自己的价值，无论是在电动汽车销量上，还是AI技术的落地上，都要交出一份满意的答卷，才能重新赢得资本市场的青睐。对于投资者而言，押注特斯拉，既要相信马斯克的魅力，也要看到其业务的良性发展。只有当特斯拉向投资者展示其盈利能力和增长前景时，股价才可能重回升势。责任编辑：钟离</p></article></body></html>","source":"tencent","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\" 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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马斯克560亿美元薪酬计划获批！夸下海口：特斯拉市值将达苹果10倍，今年股价累计已下跌29%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-14 15:15 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202406141523509f3bfa3e&s=b><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在周四的股东大会上，特斯拉股东批准了首席执行官马斯克560亿美元的薪酬方案，同时支持公司将注册地从特拉华州迁往德克萨斯州。受此消息提振，特斯拉股价一度大涨7%，但今年来股价表现依然不佳，累计下跌29%，跑输大盘。此次薪酬方案的通过，意味着马斯克将继续留任特斯拉CEO，这一结果，缓解了马斯克可能离职的担忧，无疑正是股东们欢迎的结果。正如Wedbush分析师Daniel Ives所言，若方案被否决，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202406141523509f3bfa3e&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4574":"无人驾驶","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","TSLL":"2倍做多TSLA ETF-Direxion","BK4573":"虚拟现实","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) 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HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202406141523509f3bfa3e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2443564614","content_text":"在周四的股东大会上，特斯拉股东批准了首席执行官马斯克560亿美元的薪酬方案，同时支持公司将注册地从特拉华州迁往德克萨斯州。受此消息提振，特斯拉股价一度大涨7%，但今年来股价表现依然不佳，累计下跌29%，跑输大盘。此次薪酬方案的通过，意味着马斯克将继续留任特斯拉CEO，这一结果，缓解了马斯克可能离职的担忧，无疑正是股东们欢迎的结果。正如Wedbush分析师Daniel Ives所言，若方案被否决，可能会导致股价大跌20-25美元。马斯克作为特斯拉的灵魂人物，对公司的发展至关重要。特斯拉股东花560亿美元留住马斯克股东投票结果宣读后，马斯克首先向股东们批准其薪酬方案表示感谢。2018年1月，特斯拉公布了对CEO马斯克的薪酬方案，该方案被称为史上最贵的高管薪酬。根据该方案：自2018年1月21日起，一旦特斯拉公司同时达到两个递进的里程碑目标，马斯克将获得公司股票期权。每达到目标一次，马斯克将获得相当于公司全部股票流通股总量的1%。方案一共有12期目标，每期目标包括：1）公司市值增加500亿美元，以及，2）营业收入（Revenue）以及息税前利润（EBIDA）两项运营指标同时达标。假如12期目标全部实现，特斯拉公司的营业收入将相当于在2017年的基础上增长21倍，息税前利润相当于增长17倍，市值增加11倍。在此情况下，马斯克将累计获得12%的公司股票期权奖励。鉴于马斯克已拥有特斯拉13%的股份，这也意味着薪酬兑现后他的持股比例将达到25%。这份薪酬计划公布于2018年初，当时特斯拉的市值只有590亿美元左右，当时这份计划在很多人看来，其实现难度简直就是天方夜谭。但从2018年至今，特斯拉公司公司市值最高时突破了1万亿美元，到今天依然还有6000亿美元市值，这是2017年市值的10倍以上。按照2018年原薪酬计划，马斯克已完成了先前制订的里程碑目标，可以将12%的公司股票收归囊中。据估计，这批股票价值总额超过了550亿美元。有意思的是，马斯克在公开场合一直宣称自己个人并不需要太多现金，之所以需要这么一笔股票，是因为他要把钱花到其他更宏大目标上，尤其是未来的人类移民火星项目。特斯拉市值有望超过30万亿美元随后，马斯克在股东大会上还分享了公司的最新情况。他表示，特斯拉的未来令人兴奋。特斯拉的价值有可能达到目前最有价值公司的10倍。苹果和微软目前的市值约为3.3万亿美元，马斯克表示，未来特斯拉的市值可能超过33万亿美元。然而，值得注意的是，受电动汽车需求波动影响，特斯拉一季度销量表现疲弱，且二季度销售预期也不乐观，这给公司业绩带来压力。马斯克需要想办法提振电动车销量，稳固特斯拉在行业内的领先地位。除了电动汽车主业，特斯拉在自动驾驶和机器人领域也有布局。ARK基金预测，到2029年，特斯拉90%的市值和盈利将来自自动驾驶业务，股价有望冲击3100美元。马斯克更是表示，Optimus机器人每年可为公司带来1万亿美元的利润。这些前景让投资者看到特斯拉未来的巨大想象空间。但另一方面，8月发布的Robotaxi自动驾驶出租车仍存不确定性，市场对特斯拉在AI领域的执行力持观望态度。要实现自动驾驶和机器人的商业化落地，特斯拉还需持续加大研发投入。可以看到，在马斯克的带领下，特斯拉虽然暂时度过了一劫，但挑战和机遇并存。作为一家估值高达5650亿美元的科技公司，特斯拉需要拿出更多成绩来证明自己的价值，无论是在电动汽车销量上，还是AI技术的落地上，都要交出一份满意的答卷，才能重新赢得资本市场的青睐。对于投资者而言，押注特斯拉，既要相信马斯克的魅力，也要看到其业务的良性发展。只有当特斯拉向投资者展示其盈利能力和增长前景时，股价才可能重回升势。责任编辑：钟离","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1,"AAPL":1}},"isVote":1,"tweetType":1,"viewCount":3714,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}