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gdudhfjjfjzh
gdudhfjjfjzh
·
03-27
$特斯拉(TSLA)$
全球汽车关税大战利好特斯拉，已经在美、欧、中三大最主要市场完成生产布局。
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gdudhfjjfjzh
gdudhfjjfjzh
·
02-24
$Coinbase Global, Inc.(COIN)$
财报炸裂+SEC利空出尽+本土合规优势+竞争对手出错+已连续多日深度调整
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1,479
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gdudhfjjfjzh
gdudhfjjfjzh
·
02-24
$Coinbase Global, Inc.(COIN)$
Bybit事件，将会引发持币者对合规监管平台、美国本土平台的利好，看多coinbase。
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703
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gdudhfjjfjzh
gdudhfjjfjzh
·
01-31
Replying to
@未料胜先料败
:爱马仕性价比永远比不上塑料袋，有些人一辈子也只配拎塑料袋//
@未料胜先料败
:任何商品比到最终都是性价比
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gdudhfjjfjzh
gdudhfjjfjzh
·
01-30
不卖也有办法买到，加钱可以解决。所以根本不会影响销量，而且也查不出来。不要人云亦云
传英伟达H20也要被禁了
此前受DeepSeek证明以有限计算资源足以创建先进模型的影响，英伟达在当地时间周一市值蒸发5890亿美元，股价跌至118美元/股，周二反弹至127美元/股。而在可能扩大芯片限制的消息传出后，英伟达股价再度跌超4%，至123美元/股。早在去年9月，市场上已经频有H20可能被禁、英伟达停止接收H20订单的传言。英伟达自2022年以来一直受到对华销售限制，延长这些规定将进一步影响该公司的收入。
传英伟达H20也要被禁了
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751
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gdudhfjjfjzh
gdudhfjjfjzh
·
01-30
不卖也有办法买到，加钱可以解决。所以根本不会影响销量，而且也查不出来
急了！特朗普考虑，英伟达特供版也不卖中国
彭博社30日援引知情人士的话报道称，特朗普政府官员正在研究将销售限制扩大至英伟达对华“特供版”AI芯片H20。自2022年以来，英伟达的对华销售一直受到美国政府限制，如果延长这些措施将进一步损害其在中国这个最大半导体市场的收入。在严苛的限制条件下，英伟达针对中国市场的特供版H800、A800两款芯片也面临禁售。为了符合美国的出口管制新规，英伟达推出了针对中国市场的“特供”版本H20。中方将采取必要措施，坚决维护自身正当权益。
急了！特朗普考虑，英伟达特供版也不卖中国
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gdudhfjjfjzh
gdudhfjjfjzh
·
01-29
个别媒体和华尔街穿一条裤子的，清洗散户的工具罢了
《黑天鹅》作者：英伟达周一暴跌只是开始，未来回调幅度可能是两、三倍
《黑天鹅》一书的作者Nassim Taleb表示，周一英伟达遭遇的17%惨痛抛售，只是一个开始，考虑到行业风险，周一英伟达的下跌幅度实际上非常小。人们开始适应现实，他们现在意识到，已经不再是完美无缺的了。
《黑天鹅》作者：英伟达周一暴跌只是开始，未来回调幅度可能是两、三倍
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gdudhfjjfjzh
gdudhfjjfjzh
·
01-29
开玩笑，现在地球人使用AI已经饱和了？算力够？你十年前买的电脑手机现在还在用吗？
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gdudhfjjfjzh
gdudhfjjfjzh
·
01-29
开玩笑，现在地球人使用AI已经饱和了？算力够？你十年前买的电脑手机现在还在用吗？
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798
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gdudhfjjfjzh
gdudhfjjfjzh
·
01-28
$英伟达(NVDA)$
未来的AI必定会是两套系统，美帝向西方阵营供应，东大另一套体系，都会以安全为由互相隔离。购买者几乎没有选择自主权，也就是说即便一方有成本优势，另一个体系下的买方也不可能获益。
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href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v> 全球汽车关税大战利好特斯拉，已经在美、欧、中三大最主要市场完成生产布局。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v> 全球汽车关税大战利好特斯拉，已经在美、欧、中三大最主要市场完成生产布局。","text":"$特斯拉(TSLA)$ 全球汽车关税大战利好特斯拉，已经在美、欧、中三大最主要市场完成生产布局。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/417725325017600","isVote":1,"tweetType":1,"viewCount":555,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":407017711239640,"gmtCreate":1740388319353,"gmtModify":1740388897513,"author":{"id":"3493041815189173","authorId":"3493041815189173","name":"gdudhfjjfjzh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3493041815189173","authorIdStr":"3493041815189173"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$ </a><v-v data-views=\"1\"></v-v> 财报炸裂+SEC利空出尽+本土合规优势+竞争对手出错+已连续多日深度调整","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$ </a><v-v data-views=\"1\"></v-v> 财报炸裂+SEC利空出尽+本土合规优势+竞争对手出错+已连续多日深度调整","text":"$Coinbase Global, Inc.(COIN)$ 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href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$ </a><v-v data-views=\"1\"></v-v> Bybit事件，将会引发持币者对合规监管平台、美国本土平台的利好，看多coinbase。","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$ </a><v-v data-views=\"1\"></v-v> Bybit事件，将会引发持币者对合规监管平台、美国本土平台的利好，看多coinbase。","text":"$Coinbase Global, Inc.(COIN)$ Bybit事件，将会引发持币者对合规监管平台、美国本土平台的利好，看多coinbase。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/407012720795680","isVote":1,"tweetType":1,"viewCount":703,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398442650755712,"gmtCreate":1738298276654,"gmtModify":1738298279462,"author":{"id":"3493041815189173","authorId":"3493041815189173","name":"gdudhfjjfjzh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3493041815189173","authorIdStr":"3493041815189173"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3575695026604385\">@未料胜先料败</a>:爱马仕性价比永远比不上塑料袋，有些人一辈子也只配拎塑料袋//<a href=\"https://laohu8.com/U/3575695026604385\">@未料胜先料败</a>:任何商品比到最终都是性价比","listText":"Replying to <a href=\"https://laohu8.com/U/3575695026604385\">@未料胜先料败</a>:爱马仕性价比永远比不上塑料袋，有些人一辈子也只配拎塑料袋//<a href=\"https://laohu8.com/U/3575695026604385\">@未料胜先料败</a>:任何商品比到最终都是性价比","text":"Replying to @未料胜先料败:爱马仕性价比永远比不上塑料袋，有些人一辈子也只配拎塑料袋//@未料胜先料败:任何商品比到最终都是性价比","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398442650755712","isVote":1,"tweetType":1,"viewCount":807,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398180863726112,"gmtCreate":1738234295708,"gmtModify":1738234297788,"author":{"id":"3493041815189173","authorId":"3493041815189173","name":"gdudhfjjfjzh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3493041815189173","authorIdStr":"3493041815189173"},"themes":[],"htmlText":"不卖也有办法买到，加钱可以解决。所以根本不会影响销量，而且也查不出来。不要人云亦云","listText":"不卖也有办法买到，加钱可以解决。所以根本不会影响销量，而且也查不出来。不要人云亦云","text":"不卖也有办法买到，加钱可以解决。所以根本不会影响销量，而且也查不出来。不要人云亦云","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398180863726112","repostId":"2507952906","repostType":2,"repost":{"id":"2507952906","kind":"news","pubTimestamp":1738201301,"share":"https://www.laohu8.com/m/news/2507952906?lang=&edition=full","pubTime":"2025-01-30 09:41","market":"us","language":"zh","title":"传英伟达H20也要被禁了","url":"https://stock-news.laohu8.com/highlight/detail?id=2507952906","media":"芯东西","summary":"此前受DeepSeek证明以有限计算资源足以创建先进模型的影响，英伟达在当地时间周一市值蒸发5890亿美元，股价跌至118美元/股，周二反弹至127美元/股。而在可能扩大芯片限制的消息传出后，英伟达股价再度跌超4%，至123美元/股。早在去年9月，市场上已经频有H20可能被禁、英伟达停止接收H20订单的传言。英伟达自2022年以来一直受到对华销售限制，延长这些规定将进一步影响该公司的收入。","content":"<html><head></head><body><blockquote><p><strong>股价应声下跌4%。</strong></p></blockquote><p>1月30日消息，据外媒援引知情人士消息，美国特朗普政府正考虑就<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>对华出售芯片采取更多限制措施，可能涵盖英伟达专为中国市场开发的定制芯片H20。</p><p>谈判还处于非常早期的阶段。据说特朗普政府刚开始在相关部门配备人员，任何限制决定可能还需很长时间才能做出。</p><p>这令本周跌宕起伏的英伟达股票再受打击。</p><p>此前受DeepSeek证明以有限计算资源足以创建先进模型的影响，英伟达在当地时间周一市值蒸发5890亿美元，股价跌至118美元/股，周二反弹至127美元/股。而在可能扩大芯片限制的消息传出后，英伟达股价再度跌超4%，至123美元/股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ddd173dabd729b8dad6895b61ac79a35\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>美国商务部长提名人霍华德·卢特尼克（Howard Lutnick）是特朗普挑选的负责监督芯片贸易限制的机构的负责人。他在周三的确认听证会上说，他将在半导体控制方面“非常强硬”，但并未提供更多细节。</p><p>早在去年9月，市场上已经频有H20可能被禁、英伟达停止接收H20订单的传言。</p><p>最新报道称，将H20芯片纳入现有贸易限制的想法已被讨论过一段时间。据知情人士透露，美国拜登政府人士建议进行此类限制，但他们最终在离任前没有采取这些措施。</p><p>英伟达自2022年以来一直受到对华销售限制，延长这些规定将进一步影响该公司的收入。</p><p>根据分析师Claus Aasholm去年12月分享的数据，HGX H20销售表现非常好，环比增长50%，而H100业务“仅”环比增长25%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c12c8ddba7c9dfb0a0730bdbeb3f3c4b\" title=\"\" tg-width=\"1000\" tg-height=\"867\"/></p></body></html>","source":"lsy1584082462595","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>传英伟达H20也要被禁了</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\">\n传英伟达H20也要被禁了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-30 09:41 北京时间 <a href=https://mp.weixin.qq.com/s/HKuxsTXFTp9iAQ_tK2R1zw><strong>芯东西</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>股价应声下跌4%。1月30日消息，据外媒援引知情人士消息，美国特朗普政府正考虑就英伟达对华出售芯片采取更多限制措施，可能涵盖英伟达专为中国市场开发的定制芯片H20。谈判还处于非常早期的阶段。据说特朗普政府刚开始在相关部门配备人员，任何限制决定可能还需很长时间才能做出。这令本周跌宕起伏的英伟达股票再受打击。此前受DeepSeek证明以有限计算资源足以创建先进模型的影响，英伟达在当地时间周一市值蒸发...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/HKuxsTXFTp9iAQ_tK2R1zw\">Web Link</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":{},"source_url":"https://mp.weixin.qq.com/s/HKuxsTXFTp9iAQ_tK2R1zw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2507952906","content_text":"股价应声下跌4%。1月30日消息，据外媒援引知情人士消息，美国特朗普政府正考虑就英伟达对华出售芯片采取更多限制措施，可能涵盖英伟达专为中国市场开发的定制芯片H20。谈判还处于非常早期的阶段。据说特朗普政府刚开始在相关部门配备人员，任何限制决定可能还需很长时间才能做出。这令本周跌宕起伏的英伟达股票再受打击。此前受DeepSeek证明以有限计算资源足以创建先进模型的影响，英伟达在当地时间周一市值蒸发5890亿美元，股价跌至118美元/股，周二反弹至127美元/股。而在可能扩大芯片限制的消息传出后，英伟达股价再度跌超4%，至123美元/股。美国商务部长提名人霍华德·卢特尼克（Howard Lutnick）是特朗普挑选的负责监督芯片贸易限制的机构的负责人。他在周三的确认听证会上说，他将在半导体控制方面“非常强硬”，但并未提供更多细节。早在去年9月，市场上已经频有H20可能被禁、英伟达停止接收H20订单的传言。最新报道称，将H20芯片纳入现有贸易限制的想法已被讨论过一段时间。据知情人士透露，美国拜登政府人士建议进行此类限制，但他们最终在离任前没有采取这些措施。英伟达自2022年以来一直受到对华销售限制，延长这些规定将进一步影响该公司的收入。根据分析师Claus Aasholm去年12月分享的数据，HGX H20销售表现非常好，环比增长50%，而H100业务“仅”环比增长25%。","news_type":1,"symbols_score_info":{"2NVD.UK":0.6,"3NVD.UK":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDY":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6}},"isVote":1,"tweetType":1,"viewCount":751,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":398168240029760,"gmtCreate":1738231774810,"gmtModify":1738231776445,"author":{"id":"3493041815189173","authorId":"3493041815189173","name":"gdudhfjjfjzh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3493041815189173","authorIdStr":"3493041815189173"},"themes":[],"htmlText":"不卖也有办法买到，加钱可以解决。所以根本不会影响销量，而且也查不出来","listText":"不卖也有办法买到，加钱可以解决。所以根本不会影响销量，而且也查不出来","text":"不卖也有办法买到，加钱可以解决。所以根本不会影响销量，而且也查不出来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/398168240029760","repostId":"2507699533","repostType":2,"repost":{"id":"2507699533","kind":"news","pubTimestamp":1738204699,"share":"https://www.laohu8.com/m/news/2507699533?lang=&edition=full","pubTime":"2025-01-30 10:38","market":"us","language":"zh","title":"急了！特朗普考虑，英伟达特供版也不卖中国","url":"https://stock-news.laohu8.com/highlight/detail?id=2507699533","media":"观察者网","summary":"彭博社30日援引知情人士的话报道称，特朗普政府官员正在研究将销售限制扩大至英伟达对华“特供版”AI芯片H20。自2022年以来，英伟达的对华销售一直受到美国政府限制，如果延长这些措施将进一步损害其在中国这个最大半导体市场的收入。在严苛的限制条件下，英伟达针对中国市场的特供版H800、A800两款芯片也面临禁售。为了符合美国的出口管制新规，英伟达推出了针对中国市场的“特供”版本H20。中方将采取必要措施，坚决维护自身正当权益。","content":"<html><head></head><body><p>美国长期在芯片半导体领域对中国进行无理打压。前任拜登政府前脚刚对用于人工智能（AI）的芯片实施了更广泛的出口管制，新政府后脚就考虑进一步收紧<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>对华销售限制。</p><p>彭博社30日援引知情人士的话报道称，特朗普政府官员正在研究将销售限制扩大至英伟达对华“特供版”AI芯片H20。该产品可以用于开发和运行人工智能软件和服务。为了满足美国对中国出口现行的技术出口限制，英伟达已经对此类芯片的性能进行了削弱。</p><p>据报道，由于官员们正在梳理政策优先事项，因此相关讨论仍处于初期阶段。知情人士说，考虑到特朗普政府才刚刚开始在相关部门增加人手，可能还要较长一段时间才能对限制措施做出决定。</p><p>白宫发言人暂未回复置评请求。英伟达发言人在一份声明中表示，该公司“在实施人工智能计划时会与美国政府合作”。</p><p>报道认为，如果美国决定加强对英伟达的限制，将会使两个世界最大经济体之间的紧张关系进一步升级。</p><p>自2022年以来，英伟达的对华销售一直受到美国政府限制，如果延长这些措施将进一步损害其在中国这个最大半导体市场的收入。该公司认为，这种限制增强了中国对实现科技自主的决心，而且也会削弱美国企业，与美国政府贸易行动的目标背道而驰。</p><p>2022年10月，美国政府就已实施了一系列人工智能芯片出口限制措施，英伟达由于无法向中国市场提供A100和H100人工智能处理器，专门为中国市场特供符合美方规定的A800和H800芯片，以绕开美国政府的管制。</p><p>一年后，美国商务部又发布了一系列新的芯片出口限制，扩大了对高级人工智能芯片的定义，并对运往40多个国家的芯片产品提出额外的许可要求，以避免转售给中国。在严苛的限制条件下，英伟达针对中国市场的特供版H800、A800两款芯片也面临禁售。为了符合美国的出口管制新规，英伟达推出了针对中国市场的“特供”版本H20。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a82b15845e17c65eb21242e37681919b\" alt=\"英伟达资料图\" title=\"英伟达资料图\" tg-width=\"1500\" tg-height=\"1000\"/><span>英伟达资料图</span></p><p>彭博社指出，收紧现有贸易限制以将H20芯片纳入其中的想法已在美国酝酿了一段时间。知情人士透露，拜登政府的官员曾建议实施此类限制措施，但官员们最终决定不采取行动。</p><p>在离任前（1月13日），拜登公布了一项出口管制政策，进一步限制AI芯片以及技术出口到大多数国家的数量。新法规一方面将允许美国最亲密盟友无限制地使用美国AI技术，另一方面则限制向中国、俄罗斯、伊朗和朝鲜等大多数国家出口。</p><p>中国商务部新闻发言人对此表示，拜登政府滥用出口管制措施，严重阻碍各国正常经贸往来，严重破坏市场规则和国际经贸秩序，严重影响全球科技创新，严重损害包括美国企业在内的全球各国企业利益。中方将采取必要措施，坚决维护自身正当权益。</p><p>中国人工智能初创企业深度求索（DeepSeek）日前发布的大模型DeepSeek-R1，用更低的成本和更小的算力规模，实现了足以匹敌美国顶尖AI模型的效果。据DeepSeek介绍，R1的预训练费用只有557.6万美元，在2048块英伟达H800 GPU集群上运行55天完成。</p><p>美国商务部长提名人卢特尼克（Howard Lutnick）在1月29日的确认听证会上谈及此时表示，他将在芯片出口管制问题上保持“非常强硬”的立场，但未提供更多细节。</p></body></html>","source":"gczw","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\" 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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急了！特朗普考虑，英伟达特供版也不卖中国\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-30 10:38 北京时间 <a href=https://www.guancha.cn/internation/2025_01_30_763655.shtml><strong>观察者网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国长期在芯片半导体领域对中国进行无理打压。前任拜登政府前脚刚对用于人工智能（AI）的芯片实施了更广泛的出口管制，新政府后脚就考虑进一步收紧英伟达对华销售限制。彭博社30日援引知情人士的话报道称，特朗普政府官员正在研究将销售限制扩大至英伟达对华“特供版”AI芯片H20。该产品可以用于开发和运行人工智能软件和服务。为了满足美国对中国出口现行的技术出口限制，英伟达已经对此类芯片的性能进行了削弱。据报道...</p>\n\n<a href=\"https://www.guancha.cn/internation/2025_01_30_763655.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","NVDS":"Tradr 1.5X Short NVDA Daily ETF","BK4533":"AQR资本管理(全球第二大对冲基金)","NVDU":"Direxion Daily NVDA Bull 2X Shares","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0048584097.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4588":"碎股","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY 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NVIDIA"},"source_url":"https://www.guancha.cn/internation/2025_01_30_763655.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2507699533","content_text":"美国长期在芯片半导体领域对中国进行无理打压。前任拜登政府前脚刚对用于人工智能（AI）的芯片实施了更广泛的出口管制，新政府后脚就考虑进一步收紧英伟达对华销售限制。彭博社30日援引知情人士的话报道称，特朗普政府官员正在研究将销售限制扩大至英伟达对华“特供版”AI芯片H20。该产品可以用于开发和运行人工智能软件和服务。为了满足美国对中国出口现行的技术出口限制，英伟达已经对此类芯片的性能进行了削弱。据报道，由于官员们正在梳理政策优先事项，因此相关讨论仍处于初期阶段。知情人士说，考虑到特朗普政府才刚刚开始在相关部门增加人手，可能还要较长一段时间才能对限制措施做出决定。白宫发言人暂未回复置评请求。英伟达发言人在一份声明中表示，该公司“在实施人工智能计划时会与美国政府合作”。报道认为，如果美国决定加强对英伟达的限制，将会使两个世界最大经济体之间的紧张关系进一步升级。自2022年以来，英伟达的对华销售一直受到美国政府限制，如果延长这些措施将进一步损害其在中国这个最大半导体市场的收入。该公司认为，这种限制增强了中国对实现科技自主的决心，而且也会削弱美国企业，与美国政府贸易行动的目标背道而驰。2022年10月，美国政府就已实施了一系列人工智能芯片出口限制措施，英伟达由于无法向中国市场提供A100和H100人工智能处理器，专门为中国市场特供符合美方规定的A800和H800芯片，以绕开美国政府的管制。一年后，美国商务部又发布了一系列新的芯片出口限制，扩大了对高级人工智能芯片的定义，并对运往40多个国家的芯片产品提出额外的许可要求，以避免转售给中国。在严苛的限制条件下，英伟达针对中国市场的特供版H800、A800两款芯片也面临禁售。为了符合美国的出口管制新规，英伟达推出了针对中国市场的“特供”版本H20。英伟达资料图彭博社指出，收紧现有贸易限制以将H20芯片纳入其中的想法已在美国酝酿了一段时间。知情人士透露，拜登政府的官员曾建议实施此类限制措施，但官员们最终决定不采取行动。在离任前（1月13日），拜登公布了一项出口管制政策，进一步限制AI芯片以及技术出口到大多数国家的数量。新法规一方面将允许美国最亲密盟友无限制地使用美国AI技术，另一方面则限制向中国、俄罗斯、伊朗和朝鲜等大多数国家出口。中国商务部新闻发言人对此表示，拜登政府滥用出口管制措施，严重阻碍各国正常经贸往来，严重破坏市场规则和国际经贸秩序，严重影响全球科技创新，严重损害包括美国企业在内的全球各国企业利益。中方将采取必要措施，坚决维护自身正当权益。中国人工智能初创企业深度求索（DeepSeek）日前发布的大模型DeepSeek-R1，用更低的成本和更小的算力规模，实现了足以匹敌美国顶尖AI模型的效果。据DeepSeek介绍，R1的预训练费用只有557.6万美元，在2048块英伟达H800 GPU集群上运行55天完成。美国商务部长提名人卢特尼克（Howard Lutnick）在1月29日的确认听证会上谈及此时表示，他将在芯片出口管制问题上保持“非常强硬”的立场，但未提供更多细节。","news_type":1,"symbols_score_info":{"2NVD.UK":0.6,"3NVD.UK":0.6,"NVD2.UK":0.6,"NVD3.UK":0.6,"NVDA":1,"NVDD":0.6,"NVDS":0.6,"NVDS.UK":0.6,"NVDU":0.6,"NVDY":0.6,"NVIW.SI":0.6,"SNVD.UK":0.6}},"isVote":1,"tweetType":1,"viewCount":654,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397887757902488,"gmtCreate":1738162935230,"gmtModify":1738163054384,"author":{"id":"3493041815189173","authorId":"3493041815189173","name":"gdudhfjjfjzh","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3493041815189173","authorIdStr":"3493041815189173"},"themes":[],"htmlText":"个别媒体和华尔街穿一条裤子的，清洗散户的工具罢了","listText":"个别媒体和华尔街穿一条裤子的，清洗散户的工具罢了","text":"个别媒体和华尔街穿一条裤子的，清洗散户的工具罢了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/397887757902488","repostId":"2507231165","repostType":2,"repost":{"id":"2507231165","kind":"news","pubTimestamp":1738107956,"share":"https://www.laohu8.com/m/news/2507231165?lang=&edition=full","pubTime":"2025-01-29 07:45","market":"us","language":"zh","title":"《黑天鹅》作者：英伟达周一暴跌只是开始，未来回调幅度可能是两、三倍","url":"https://stock-news.laohu8.com/highlight/detail?id=2507231165","media":"全天候科技","summary":"《黑天鹅》一书的作者Nassim Taleb表示，周一英伟达遭遇的17%惨痛抛售，只是一个开始，考虑到行业风险，周一英伟达的下跌幅度实际上非常小。人们开始适应现实，他们现在意识到，已经不再是完美无缺的了。","content":"<html><head></head><body><p>《黑天鹅》一书的作者Nassim Taleb在最新接受彭博社对话时警告称，投资者盲目追逐华尔街AI热潮面临风险，<strong>周一<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>遭遇的17%惨痛抛售，只是一个开始，未来的回调幅度可能是17%跌幅的两倍甚至三倍：</strong></p><blockquote><p>这只是开始，是人们开始适应现实。因为他们现在意识到，已经不再是完美无缺的了——玻璃杯上有了小缺口。</p><p>到目前为止，投资者都过于关注一种叙事：随着英伟达保持在AI领域的主导地位，该公司的股价将持续上涨。然而考虑到行业风险，周一英伟达的下跌幅度实际上非常小。</p></blockquote><p>英伟达周一的暴跌令其市值抹去了5890亿美元，为美股有史以来最大。周二，英伟达盘中大幅反弹。</p><p>Taleb因畅销书《黑天鹅》闻名，这本书探讨了罕见和难以预测事件的极端影响。他目前担任Universa Investments的科学顾问，这是一家专注于尾部风险对冲的基金，提供类似保险的策略，帮助投资者保护投资组合免受剧烈市场波动的冲击。</p><p>Taleb以前是期权交易员，在业内以悲观的预言而著称，但他的预言并非次次应验。例如2023年初，他曾警告许多投资者尚未为高利率时代做好准备，资产可能不再像疯了一样地膨胀。但自那以来，受AI投资狂热的推动，美股大幅飙升。</p><p>不过，Taleb和Universa Investments并非主张投资者完全撤离市场，从而错过潜在的涨势，而是建议在投资组合中配置一部分资产用于防范突发冲击。</p><p>Taleb表示，太多投资者盲目推高与AI相关公司的股价，而他们实际上并不了解这项技术的运作方式或如何成功。他形容科技公司为“灰天鹅”，因为市场往往低估了这些股票可能出现的巨大日内波动。</p><p>Taleb还再次强调他对美国债务不可持续的担忧。他警告称，如果劳动力成本上升与激进的关税政策结合，可能会引发“通胀爆发”，并认为考虑到这种风险，美国债券市场并不是明智的投资标的。</p><p></p></body></html>","source":"awtmt_stock","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>《黑天鹅》作者：英伟达周一暴跌只是开始，未来回调幅度可能是两、三倍</title>\n<style 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href=\"https://api.jianyuweb.com/apiv1/content/articles/3740173?extract=1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{},"source_url":"https://api.jianyuweb.com/apiv1/content/articles/3740173?extract=1","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2507231165","content_text":"《黑天鹅》一书的作者Nassim Taleb在最新接受彭博社对话时警告称，投资者盲目追逐华尔街AI热潮面临风险，周一英伟达遭遇的17%惨痛抛售，只是一个开始，未来的回调幅度可能是17%跌幅的两倍甚至三倍：这只是开始，是人们开始适应现实。因为他们现在意识到，已经不再是完美无缺的了——玻璃杯上有了小缺口。到目前为止，投资者都过于关注一种叙事：随着英伟达保持在AI领域的主导地位，该公司的股价将持续上涨。然而考虑到行业风险，周一英伟达的下跌幅度实际上非常小。英伟达周一的暴跌令其市值抹去了5890亿美元，为美股有史以来最大。周二，英伟达盘中大幅反弹。Taleb因畅销书《黑天鹅》闻名，这本书探讨了罕见和难以预测事件的极端影响。他目前担任Universa Investments的科学顾问，这是一家专注于尾部风险对冲的基金，提供类似保险的策略，帮助投资者保护投资组合免受剧烈市场波动的冲击。Taleb以前是期权交易员，在业内以悲观的预言而著称，但他的预言并非次次应验。例如2023年初，他曾警告许多投资者尚未为高利率时代做好准备，资产可能不再像疯了一样地膨胀。但自那以来，受AI投资狂热的推动，美股大幅飙升。不过，Taleb和Universa 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开源了已经，，，","html":"deepseek 开源了已经，，，"}],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}