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mua一口仙贝
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mua一口仙贝
mua一口仙贝
·
2024-08-02
在救市
美股异动 | 苹果逆市涨超2%，Q3销量优于预期
本周五（8月2日），在非农数据带跌美股的背景下， $苹果(AAPL)$ 在一众科技巨头中一枝独秀，逆市涨超2%：财报数据显示，公司三季度iPhone销量好于预期，尽管其在华业务整体不及预期，但受益于AI对用户的吸引，仍预计四季度销量将有更多涨幅。
美股异动 | 苹果逆市涨超2%，Q3销量优于预期
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mua一口仙贝
mua一口仙贝
·
2024-07-10
夸张的逼空行情，ai太高估了
高盛股票研究主管看空“AI泡沫”：可能比当年的互联网泡沫更严重
美股“七姐妹”获得的数万亿美元市值可能是历史上最大的泡沫。
高盛股票研究主管看空“AI泡沫”：可能比当年的互联网泡沫更严重
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mua一口仙贝
mua一口仙贝
·
2024-05-26
还需要酱油和茅台呢
缺电后是缺水？摩根大通：到2030年，数据中心每天将消耗4.5亿加仑的水
值得注意的是，摩根大通的研报在报告结尾部分强调：“尽管数据中心因大量的电力消耗而容易重点关注，但相对而言，数据中心的高耗水基本被忽视了，而这也是数据中心运营的基本特质。”研报说，到2030年，用水量可能会跃升至每天4.5亿加仑。研报指出：“考虑到范围1和范围2操作所需要的取水量，到2027年，要满足全球AI需求，数据中心相关的取水量可能达到42亿至66亿立方米，超过半个英国的年度总取水量。”
缺电后是缺水？摩根大通：到2030年，数据中心每天将消耗4.5亿加仑的水
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mua一口仙贝
mua一口仙贝
·
2022-12-17
小股东
非常抱歉，此主贴已删除
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mua一口仙贝
mua一口仙贝
·
2022-10-28
只是暂未减持，说明未来抛压更大
近一个多月来持股不变，最大股东停止减持腾讯
截至10月27日，Prosus仍持有26.926亿股腾讯股票。
近一个多月来持股不变，最大股东停止减持腾讯
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mua一口仙贝
mua一口仙贝
·
2022-07-12
$天齐锂业(09696)$
AH折价，一直就是个玄学。人人都期待靠折价吃肉的时候，那还会有肉吗
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mua一口仙贝
mua一口仙贝
·
2022-04-28
$HK人民币2206(CNH2206)$
做空人民币
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mua一口仙贝
mua一口仙贝
·
2022-04-06
$AAPL 20220408 175.0 PUT$
做空
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mua一口仙贝
mua一口仙贝
·
2021-11-17
$Backblaze, Inc.(BLZE)$
继续持有
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mua一口仙贝
mua一口仙贝
·
2021-11-13
$Backblaze, Inc.(BLZE)$
买入，看40
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href=\"https://laohu8.com/S/GOOG\">谷歌</a>(GOOGL.US)以及<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)等科技巨头耗巨资购买<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>AI GPU的规模，且增长速度可能慢得多，但这种近乎吝啬的支出可能是目前市场青睐的方式。</p><p>据了解，相比于其他科技巨头来说苹果的AI支出规划可谓非常克制，比如苹果工程师们选择适度规模的谷歌TPU，而不是选择昂贵的英伟达AI GPU训练AI大模型，未来还有可能结合苹果自研的服务器AI芯片提供AI训练/推理算力。</p><p>苹果对于AI支出展望并未显得激进，可以说是分析师们以及投资者在业绩会议之后更加看好苹果的逻辑之一，毕竟当前市场不愿意看到大规模AI支出规模越来越庞大，以致于大幅伤及科技巨头们利润率。反映在股价上就是苹果在公布业绩后，并未像微软与谷歌还有亚马逊那样出现大幅下跌。</p><p>“我们的综合业绩数据表明，我们在整个人工智能以及聚焦于端侧的苹果智能方面的支出逐年增加<strong>。</strong>”苹果首席执行官蒂姆·库克周四在业绩会议上表示。</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>美股异动 | 苹果逆市涨超2%，Q3销量优于预期</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美股异动 | 苹果逆市涨超2%，Q3销量优于预期\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-08-02 21:52</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>本周五（8月2日），在非农数据带跌美股的背景下， <a href=\"https://laohu8.com/S/AAPL\">苹果</a> 在一众科技巨头中一枝独秀，逆市涨超2%：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/46e05744a296250f8360816f4b77e442\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>财报数据显示，公司总销售额同比增长5%，至858亿美元，超过了市场普遍预期的845亿美元；每股收益则高达1.40美元，超过市场预期的1.35美元。苹果Q3销售额实现正增长可谓超出诸多分析师预期，毕竟这段销售期通常是苹果销售额增速最低迷的时期之一，因为此时许多消费者都在等待秋季推出的下一代iPhone。</p><p>在公布季度财报后的业绩电话会议上，华尔街分析师们最感兴趣的话题无疑是一款甚至没有向公众推出的端侧AI大模型产品——苹果智能(Apple Intelligence)，以及苹果关于人工智能发展方面的资本支出计划。</p><p>但是从业绩电话会以及财报披露来看，苹果在AI方面的资本支出可谓极度“抠门”，规模远低于<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.US)、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>(GOOGL.US)以及<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)等科技巨头耗巨资购买<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>AI GPU的规模，且增长速度可能慢得多，但这种近乎吝啬的支出可能是目前市场青睐的方式。</p><p>据了解，相比于其他科技巨头来说苹果的AI支出规划可谓非常克制，比如苹果工程师们选择适度规模的谷歌TPU，而不是选择昂贵的英伟达AI GPU训练AI大模型，未来还有可能结合苹果自研的服务器AI芯片提供AI训练/推理算力。</p><p>苹果对于AI支出展望并未显得激进，可以说是分析师们以及投资者在业绩会议之后更加看好苹果的逻辑之一，毕竟当前市场不愿意看到大规模AI支出规模越来越庞大，以致于大幅伤及科技巨头们利润率。反映在股价上就是苹果在公布业绩后，并未像微软与谷歌还有亚马逊那样出现大幅下跌。</p><p>“我们的综合业绩数据表明，我们在整个人工智能以及聚焦于端侧的苹果智能方面的支出逐年增加<strong>。</strong>”苹果首席执行官蒂姆·库克周四在业绩会议上表示。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/74282bcfe2e1d6d1ec4546eb18e35028","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1100662821","content_text":"本周五（8月2日），在非农数据带跌美股的背景下， 苹果 在一众科技巨头中一枝独秀，逆市涨超2%：财报数据显示，公司总销售额同比增长5%，至858亿美元，超过了市场普遍预期的845亿美元；每股收益则高达1.40美元，超过市场预期的1.35美元。苹果Q3销售额实现正增长可谓超出诸多分析师预期，毕竟这段销售期通常是苹果销售额增速最低迷的时期之一，因为此时许多消费者都在等待秋季推出的下一代iPhone。在公布季度财报后的业绩电话会议上，华尔街分析师们最感兴趣的话题无疑是一款甚至没有向公众推出的端侧AI大模型产品——苹果智能(Apple Intelligence)，以及苹果关于人工智能发展方面的资本支出计划。但是从业绩电话会以及财报披露来看，苹果在AI方面的资本支出可谓极度“抠门”，规模远低于微软(MSFT.US)、谷歌(GOOGL.US)以及亚马逊(AMZN.US)等科技巨头耗巨资购买英伟达AI GPU的规模，且增长速度可能慢得多，但这种近乎吝啬的支出可能是目前市场青睐的方式。据了解，相比于其他科技巨头来说苹果的AI支出规划可谓非常克制，比如苹果工程师们选择适度规模的谷歌TPU，而不是选择昂贵的英伟达AI GPU训练AI大模型，未来还有可能结合苹果自研的服务器AI芯片提供AI训练/推理算力。苹果对于AI支出展望并未显得激进，可以说是分析师们以及投资者在业绩会议之后更加看好苹果的逻辑之一，毕竟当前市场不愿意看到大规模AI支出规模越来越庞大，以致于大幅伤及科技巨头们利润率。反映在股价上就是苹果在公布业绩后，并未像微软与谷歌还有亚马逊那样出现大幅下跌。“我们的综合业绩数据表明，我们在整个人工智能以及聚焦于端侧的苹果智能方面的支出逐年增加。”苹果首席执行官蒂姆·库克周四在业绩会议上表示。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1741,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326119153328248,"gmtCreate":1720620467737,"gmtModify":1720620469637,"author":{"id":"3541113798376441","authorId":"3541113798376441","name":"mua一口仙贝","avatar":"https://static.tigerbbs.com/bf6633803e304cc027f855c647284f01","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541113798376441","authorIdStr":"3541113798376441"},"themes":[],"htmlText":"夸张的逼空行情，ai太高估了","listText":"夸张的逼空行情，ai太高估了","text":"夸张的逼空行情，ai太高估了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326119153328248","repostId":"1122994092","repostType":2,"repost":{"id":"1122994092","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1720604445,"share":"https://www.laohu8.com/m/news/1122994092?lang=&edition=full","pubTime":"2024-07-10 17:40","market":"us","language":"zh","title":"高盛股票研究主管看空“AI泡沫”：可能比当年的互联网泡沫更严重","url":"https://stock-news.laohu8.com/highlight/detail?id=1122994092","media":"老虎资讯综合","summary":"美股“七姐妹”获得的数万亿美元市值可能是历史上最大的泡沫。","content":"<html><head></head><body><p>高盛的股票研究主管Jim Covello对当前的AI泡沫非常悲观，他认为这种泡沫可能甚至比上世纪末的互联网泡沫更严重。他指出：开发和运行AI技术的成本非常高，估计大约为1万亿美元。要让这笔投资值得，AI需要解决非常复杂的问题，但AI现在还做不到。像互联网这种颠覆性技术，即使在早期也能用低成本方案取代高成本方案。而AI现在很贵，还不能提供更便宜的替代品。</p><p>Covello怀疑AI的成本能否降到足够低，让大规模自动化变得便宜，因为AI初始成本高，而且关键部件(比如GPU芯片)生产复杂。这种复杂性也可能限制AI领域的竞争。</p><p>麻省理工学院教授Daron Acemoglu对AI也持怀疑态度。他估计，在未来的十年甚至更长时间里，生成式AI技术对美国的生产力和经济增长的推动作用可能会比很多人预期的少。他认为，只有大约四分之一的任务能够通过AI自动化，这意味着AI只会影响不到所有任务的5%。</p><p>AI模型的进步速度不会像许多人想象的那样快或令人印象深刻。他预测AI在未来十年内对经济的实际影响会很有限，AI只会使美国生产力增加0.5%，GDP仅增加0.9%。这会导致投入的数百亿美元可能会被浪费，而且美股“七姐妹”获得的数万亿美元市值可能是历史上最大的泡沫。</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>高盛股票研究主管看空“AI泡沫”：可能比当年的互联网泡沫更严重</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; 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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高盛股票研究主管看空“AI泡沫”：可能比当年的互联网泡沫更严重\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-07-10 17:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>高盛的股票研究主管Jim Covello对当前的AI泡沫非常悲观，他认为这种泡沫可能甚至比上世纪末的互联网泡沫更严重。他指出：开发和运行AI技术的成本非常高，估计大约为1万亿美元。要让这笔投资值得，AI需要解决非常复杂的问题，但AI现在还做不到。像互联网这种颠覆性技术，即使在早期也能用低成本方案取代高成本方案。而AI现在很贵，还不能提供更便宜的替代品。</p><p>Covello怀疑AI的成本能否降到足够低，让大规模自动化变得便宜，因为AI初始成本高，而且关键部件(比如GPU芯片)生产复杂。这种复杂性也可能限制AI领域的竞争。</p><p>麻省理工学院教授Daron Acemoglu对AI也持怀疑态度。他估计，在未来的十年甚至更长时间里，生成式AI技术对美国的生产力和经济增长的推动作用可能会比很多人预期的少。他认为，只有大约四分之一的任务能够通过AI自动化，这意味着AI只会影响不到所有任务的5%。</p><p>AI模型的进步速度不会像许多人想象的那样快或令人印象深刻。他预测AI在未来十年内对经济的实际影响会很有限，AI只会使美国生产力增加0.5%，GDP仅增加0.9%。这会导致投入的数百亿美元可能会被浪费，而且美股“七姐妹”获得的数万亿美元市值可能是历史上最大的泡沫。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/269915b66327865944bdfea10bf46d7b","relate_stocks":{"MSFT":"微软","NVDA":"英伟达","AAPL":"苹果"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122994092","content_text":"高盛的股票研究主管Jim Covello对当前的AI泡沫非常悲观，他认为这种泡沫可能甚至比上世纪末的互联网泡沫更严重。他指出：开发和运行AI技术的成本非常高，估计大约为1万亿美元。要让这笔投资值得，AI需要解决非常复杂的问题，但AI现在还做不到。像互联网这种颠覆性技术，即使在早期也能用低成本方案取代高成本方案。而AI现在很贵，还不能提供更便宜的替代品。Covello怀疑AI的成本能否降到足够低，让大规模自动化变得便宜，因为AI初始成本高，而且关键部件(比如GPU芯片)生产复杂。这种复杂性也可能限制AI领域的竞争。麻省理工学院教授Daron Acemoglu对AI也持怀疑态度。他估计，在未来的十年甚至更长时间里，生成式AI技术对美国的生产力和经济增长的推动作用可能会比很多人预期的少。他认为，只有大约四分之一的任务能够通过AI自动化，这意味着AI只会影响不到所有任务的5%。AI模型的进步速度不会像许多人想象的那样快或令人印象深刻。他预测AI在未来十年内对经济的实际影响会很有限，AI只会使美国生产力增加0.5%，GDP仅增加0.9%。这会导致投入的数百亿美元可能会被浪费，而且美股“七姐妹”获得的数万亿美元市值可能是历史上最大的泡沫。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1170,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310019494604896,"gmtCreate":1716692280939,"gmtModify":1716692282985,"author":{"id":"3541113798376441","authorId":"3541113798376441","name":"mua一口仙贝","avatar":"https://static.tigerbbs.com/bf6633803e304cc027f855c647284f01","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541113798376441","authorIdStr":"3541113798376441"},"themes":[],"htmlText":"还需要酱油和茅台呢","listText":"还需要酱油和茅台呢","text":"还需要酱油和茅台呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310019494604896","repostId":"2438052455","repostType":2,"repost":{"id":"2438052455","kind":"news","pubTimestamp":1716603685,"share":"https://www.laohu8.com/m/news/2438052455?lang=&edition=full","pubTime":"2024-05-25 10:21","market":"us","language":"zh","title":"缺电后是缺水？摩根大通：到2030年，数据中心每天将消耗4.5亿加仑的水","url":"https://stock-news.laohu8.com/highlight/detail?id=2438052455","media":"华尔街见闻","summary":"值得注意的是，摩根大通的研报在报告结尾部分强调：“尽管数据中心因大量的电力消耗而容易重点关注，但相对而言，数据中心的高耗水基本被忽视了，而这也是数据中心运营的基本特质。”研报说，到2030年，用水量可能会跃升至每天4.5亿加仑。研报指出：“考虑到范围1和范围2操作所需要的取水量，到2027年，要满足全球AI需求，数据中心相关的取水量可能达到42亿至66亿立方米，超过半个英国的年度总取水量。”","content":"<html><head></head><body><blockquote><p><strong>尽管AI数据中心对电力基础设施、供应链的需求已经引发投资热潮，但摩根大通研报表示，数据中心巨量的水消耗问题却相对被忽视，2030年每天用水量可能会达到4.5亿加仑。水资源稀缺的地区，数据中心的巨大用水需求可能引发竞争加剧，可能会影响水资源的可用性，甚至导致数据中心关闭。</strong></p></blockquote><p>AI狂潮仍在继续，由于不少华尔街大行预计本世纪末美国的生成式人工智能数据中心数量将爆发，各投资机构纷纷投资于“增强美国力量”（Powering up America）的主题，包括电网公司、铜、金、银和铀等大宗商品，以及人工智能芯片制造商。然而，水消耗的问题却相对而言被忽视了。</p><p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>的亚太股票研究部门最近公布题为《深入探讨电力、冷却、电网和ESG影响》（Deep Dive into Power, Cooling, Electric Grid and ESG implications）的研报，详细阐述了基础设施对人工智能发展的影响。文中专门介绍了人工智能数据中心对电力的消耗。同时，<a href=\"https://laohu8.com/S/GS\">高盛</a>此前也发现，在“下一代AI交易”飙升之际，弗吉尼亚州的商业电力需求大幅怎个假。</p><p>此外，即使是<a href=\"https://laohu8.com/S/BX\">黑石</a>集团首席执行官史蒂夫·施瓦茨曼（Steve Schwarzman）和<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>董事长兼首席执行官拉里·芬克（Larry Fink）也纷纷加入电网和AI投资主题，因为未来几年内有很多上行空间——除非AI需求崩溃。</p><p>值得注意的是，摩根大通的研报在报告结尾部分强调：“尽管数据中心因大量的电力消耗而容易重点关注，但相对而言，数据中心的高耗水基本被忽视了，而这也是数据中心运营的基本特质。”</p><p>摩根大通引用Bluefield Research的数据在研报中指出，全球数据中心的总用水量（包括现场冷却和非现场发电）从2017年到2022年每年增长6%。<strong>研报说，到2030年，用水量可能会跃升至每天4.5亿加仑。这就相当于，每天大约需要681个奥运会标准的游泳池的淡水，来冷却全球数据中心。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3cfc190f9d9640eb43a49318120c8db4\" title=\"\" tg-width=\"1019\" tg-height=\"350\"/></p><p>研报介绍，数据中心的用水方式与碳排放类似，数据中心的用水也可以分为范围1、范围2和范围3。在这种情况下，范围1指的是用于现场服务器冷却的水，范围2指的是用于发电的场外用水。范围3被认为是服务器制造供应链用水。</p><p>具体而言，范围2的用水是数据中心与发电相关的间接用水。传统的热电厂（如燃煤电厂、天然气电厂等）加热水以产生蒸汽，蒸汽用于旋转涡轮机发电。水也用于冷却塔中的散热。值得注意的是，当使用热电时，数据中心的范围2用水足迹可能远大于范围1。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e06af657856d8b5954757a77ecb400e\" title=\"\" tg-width=\"1006\" tg-height=\"707\"/></p><p>研报指出：</p><blockquote><p>“考虑到范围1和范围2操作所需要的取水量，到2027年，要满足全球AI需求，数据中心相关的取水量可能达到42亿至66亿立方米，超过半个英国的年度总取水量。”</p></blockquote><p><strong>研报进一步指出，在水资源稀缺的地区，数据中心的巨大用水需求可能引发竞争加剧，可能会影响水资源的可用性，甚至导致数据中心关闭。</strong>“为了消除服务器产生的热量，每天有数百万加仑的水在冷却系统中蒸发，这是数据中心的大部分用水。”</p><p></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\" content=\"telephone=no,email=no,address=no\" />\n<title>缺电后是缺水？摩根大通：到2030年，数据中心每天将消耗4.5亿加仑的水</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缺电后是缺水？摩根大通：到2030年，数据中心每天将消耗4.5亿加仑的水\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-25 10:21 北京时间 <a href=https://wallstreetcn.com/articles/3715733><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>尽管AI数据中心对电力基础设施、供应链的需求已经引发投资热潮，但摩根大通研报表示，数据中心巨量的水消耗问题却相对被忽视，2030年每天用水量可能会达到4.5亿加仑。水资源稀缺的地区，数据中心的巨大用水需求可能引发竞争加剧，可能会影响水资源的可用性，甚至导致数据中心关闭。AI狂潮仍在继续，由于不少华尔街大行预计本世纪末美国的生成式人工智能数据中心数量将爆发，各投资机构纷纷投资于“增强美国力量”（...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3715733\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a9f13e18841a9072543dfc1c786c3bef","relate_stocks":{"LU0149725797.USD":"汇丰美国股市经济规模基金","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU0211326839.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) INC","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4504":"桥水持仓","LU0882574139.USD":"富达环球消费行业基金A ACC","BK4581":"高盛持仓","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD) INC","IE00BLSP4239.USD":"Legg Mason 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POWER \"A\" (SGDHDG) ACC"},"source_url":"https://wallstreetcn.com/articles/3715733","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2438052455","content_text":"尽管AI数据中心对电力基础设施、供应链的需求已经引发投资热潮，但摩根大通研报表示，数据中心巨量的水消耗问题却相对被忽视，2030年每天用水量可能会达到4.5亿加仑。水资源稀缺的地区，数据中心的巨大用水需求可能引发竞争加剧，可能会影响水资源的可用性，甚至导致数据中心关闭。AI狂潮仍在继续，由于不少华尔街大行预计本世纪末美国的生成式人工智能数据中心数量将爆发，各投资机构纷纷投资于“增强美国力量”（Powering up America）的主题，包括电网公司、铜、金、银和铀等大宗商品，以及人工智能芯片制造商。然而，水消耗的问题却相对而言被忽视了。摩根大通的亚太股票研究部门最近公布题为《深入探讨电力、冷却、电网和ESG影响》（Deep Dive into Power, Cooling, Electric Grid and ESG implications）的研报，详细阐述了基础设施对人工智能发展的影响。文中专门介绍了人工智能数据中心对电力的消耗。同时，高盛此前也发现，在“下一代AI交易”飙升之际，弗吉尼亚州的商业电力需求大幅怎个假。此外，即使是黑石集团首席执行官史蒂夫·施瓦茨曼（Steve Schwarzman）和贝莱德董事长兼首席执行官拉里·芬克（Larry Fink）也纷纷加入电网和AI投资主题，因为未来几年内有很多上行空间——除非AI需求崩溃。值得注意的是，摩根大通的研报在报告结尾部分强调：“尽管数据中心因大量的电力消耗而容易重点关注，但相对而言，数据中心的高耗水基本被忽视了，而这也是数据中心运营的基本特质。”摩根大通引用Bluefield Research的数据在研报中指出，全球数据中心的总用水量（包括现场冷却和非现场发电）从2017年到2022年每年增长6%。研报说，到2030年，用水量可能会跃升至每天4.5亿加仑。这就相当于，每天大约需要681个奥运会标准的游泳池的淡水，来冷却全球数据中心。研报介绍，数据中心的用水方式与碳排放类似，数据中心的用水也可以分为范围1、范围2和范围3。在这种情况下，范围1指的是用于现场服务器冷却的水，范围2指的是用于发电的场外用水。范围3被认为是服务器制造供应链用水。具体而言，范围2的用水是数据中心与发电相关的间接用水。传统的热电厂（如燃煤电厂、天然气电厂等）加热水以产生蒸汽，蒸汽用于旋转涡轮机发电。水也用于冷却塔中的散热。值得注意的是，当使用热电时，数据中心的范围2用水足迹可能远大于范围1。研报指出：“考虑到范围1和范围2操作所需要的取水量，到2027年，要满足全球AI需求，数据中心相关的取水量可能达到42亿至66亿立方米，超过半个英国的年度总取水量。”研报进一步指出，在水资源稀缺的地区，数据中心的巨大用水需求可能引发竞争加剧，可能会影响水资源的可用性，甚至导致数据中心关闭。“为了消除服务器产生的热量，每天有数百万加仑的水在冷却系统中蒸发，这是数据中心的大部分用水。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1670,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":623635964,"gmtCreate":1671279750358,"gmtModify":1671279751884,"author":{"id":"3541113798376441","authorId":"3541113798376441","name":"mua一口仙贝","avatar":"https://static.tigerbbs.com/bf6633803e304cc027f855c647284f01","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541113798376441","authorIdStr":"3541113798376441"},"themes":[],"htmlText":"小股东","listText":"小股东","text":"小股东","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/623635964","repostId":"1154649089","repostType":2,"isVote":1,"tweetType":1,"viewCount":2477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":665322894,"gmtCreate":1666956737718,"gmtModify":1666956740623,"author":{"id":"3541113798376441","authorId":"3541113798376441","name":"mua一口仙贝","avatar":"https://static.tigerbbs.com/bf6633803e304cc027f855c647284f01","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3541113798376441","authorIdStr":"3541113798376441"},"themes":[],"htmlText":"只是暂未减持，说明未来抛压更大","listText":"只是暂未减持，说明未来抛压更大","text":"只是暂未减持，说明未来抛压更大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/665322894","repostId":"1130733475","repostType":2,"repost":{"id":"1130733475","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1666956281,"share":"https://www.laohu8.com/m/news/1130733475?lang=&edition=full","pubTime":"2022-10-28 19:24","market":"hk","language":"zh","title":"近一个多月来持股不变，最大股东停止减持腾讯","url":"https://stock-news.laohu8.com/highlight/detail?id=1130733475","media":"老虎资讯综合","summary":"截至10月27日，Prosus仍持有26.926亿股腾讯股票。","content":"<html><head></head><body><p>金十数据10月28日讯，腾讯最大股东Naspers通过旗下荷兰子公司Prosus N.V.持股腾讯，而Prosus的净资产计算页面显示，<b>截至10月27日，Prosus仍持有26.926亿股腾讯股票，该数字与港交所披露文件显示的9月9日Prosus持股数量一致。这意味着Naspers在9月9日至10月27日的一个多月以来阶段性地停止了减持腾讯股票。</b></p><p><img src=\"https://static.tigerbbs.com/c403066841d42dac94bd979befedec62\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></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>近一个多月来持股不变，最大股东停止减持腾讯</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; 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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近一个多月来持股不变，最大股东停止减持腾讯\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2022-10-28 19:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>金十数据10月28日讯，腾讯最大股东Naspers通过旗下荷兰子公司Prosus N.V.持股腾讯，而Prosus的净资产计算页面显示，<b>截至10月27日，Prosus仍持有26.926亿股腾讯股票，该数字与港交所披露文件显示的9月9日Prosus持股数量一致。这意味着Naspers在9月9日至10月27日的一个多月以来阶段性地停止了减持腾讯股票。</b></p><p><img src=\"https://static.tigerbbs.com/c403066841d42dac94bd979befedec62\" tg-width=\"840\" tg-height=\"470\" referrerpolicy=\"no-referrer\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"00700":"腾讯控股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1130733475","content_text":"金十数据10月28日讯，腾讯最大股东Naspers通过旗下荷兰子公司Prosus 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