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旷野牧风
旷野牧风
·
01-06
没看懂,这个不是利空吗?为啥A50还拉
特朗普关税政策“剧变”,美元急挫,富时中国A50、恒生期指拉升
有可能颠覆全球贸易。
特朗普关税政策“剧变”,美元急挫,富时中国A50、恒生期指拉升
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旷野牧风
旷野牧风
·
2024-12-10
你这是只计算了做多的,你怎么不说还有买了做空的呢,如果跌的多就可以把买了大量做空的拿出来写一篇
非常抱歉,此主贴已删除
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旷野牧风
旷野牧风
·
2024-10-08
跌了不是因为这个炉石传说的原因,而是港股今天跌了,导致美股必须补跌
美股异动丨网易盘前续跌超8.8% 此前《炉石传说》国服回归面临严重的排队问题
网易(NTES.US)美股盘前续跌超8.8%,报90.7美元;H股今日收跌超10.8%,报141港元。消息面上,继《魔兽世界》后,暴雪旗下游戏《炉石传说》国服于9月25日正式回归。两款游戏的国服玩家均报告称遭遇严重的排队问题。《炉石传说》国服运营团队发布公告称,游戏的确存在“严重的异常排队”现象。对于玩家质疑排队是“网易故意的”这一说法,该团队回应称,这是一种误解,“国服真的遇到了非常棘手且繁杂的问题”。 海量资讯、精准解读,尽在新浪财经APP
美股异动丨网易盘前续跌超8.8% 此前《炉石传说》国服回归面临严重的排队问题
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旷野牧风
旷野牧风
·
2024-08-28
这个跌的理由也能找出来。你是真的牛比
英伟达跌幅扩大至近3%,分析师称其财报影响大于鲍威尔讲话
本周三盘初,$英伟达$股价跌幅扩大至,截至发稿报124.63美元,跌幅2.8%:公司将于今日盘后公布第二季度财报,Ameriprise Financial策略师Anthony Saglimbene表示:英伟达财报实际上可能比美联储主席鲍威尔上周在杰克逊霍尔的讲话对整体市场的影响更大。根据高盛交易部门周一发布的报告,英伟达的盈利可能引发近 3000 亿美元的波动,该估计是基于最近的期权定价数据。
英伟达跌幅扩大至近3%,分析师称其财报影响大于鲍威尔讲话
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旷野牧风
旷野牧风
·
2024-08-01
涨了你可以写虽然arm的财报不符合预期,但META公司的财报超出预期,人工智能依然是下半年的主线行情
盘前异动 | 半导体行业普跌,高通跌超2%,英伟达一度跌超1%
本周四(8月1日)盘前,美股半导体行业普跌, $高通(QCOM)$ 跌超2%,$英伟达(NVDA)$跌超1%, $台积电(TSM)$ , $美国超微公司(AMD)$ 跌近1%:此前 $ARM Holdings Ltd(ARM)$ 公布的全年营收指引不振,下调关键业务增长预期,一定程度上影响了市场对半导体行业的乐观预期。
盘前异动 | 半导体行业普跌,高通跌超2%,英伟达一度跌超1%
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旷野牧风
旷野牧风
·
2024-07-30
跌了找理由,涨了又是另一个理由
美股异动 | 英伟达跌超4%,科技巨头或已找到其GPU替代品
周二 $英伟达$ 低开低走,截至发稿跌超4%,报106.7美元,最近五个交易日已累计跌近13%:此前 $苹果$ 在一份技术论文中表示,其人工智能系统Apple Intelligence所依赖的两种AI模型是在谷歌设计的云端芯片上进行预训练的。苹果的决定表明,在AI训练方面,一些大型科技公司可能正在寻找并找到了英伟达GPU的替代品。一些芯片行业媒体称,这是苹果打响了抛弃英伟达GPU的第一枪。谷歌于2015年首次推出TPU用于内部工作负载,并于2017年向公众开放。
美股异动 | 英伟达跌超4%,科技巨头或已找到其GPU替代品
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旷野牧风
旷野牧风
·
2024-07-03
怎么没跌[惊讶]
亚马逊董事拟减持2500万股股份,总价约49.3亿美元
7月3日,根据美国证券交易委员会(SEC)美东时间7月2日披露的文件,$亚马逊(AMZN)$董事Jeffrey P. Bezos拟于7月2日出售2500万股亚马逊普通股票,总市值约49.3亿美元。过去3个月内,Jeffrey P. Bezos未发生过减持。SEC公告
亚马逊董事拟减持2500万股股份,总价约49.3亿美元
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旷野牧风
旷野牧风
·
2024-06-17
减持还涨了?
伯克希尔哈撒韦减持比亚迪H股,持仓比例降至6.9%
巴菲特旗下伯克希尔哈撒韦于6月11日减持比亚迪H股,持仓比例由7.02%降至6.9%。
伯克希尔哈撒韦减持比亚迪H股,持仓比例降至6.9%
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旷野牧风
旷野牧风
·
2024-05-21
别找原因了
英伟达跌超1%,报道:亚马逊AWS暂停下单
5月21日,据媒体报道,全球最大云计算提供商亚马逊云服务 已暂停英伟达的Hopper芯片订单,以等待更强大的新芯片。受此影响,英伟达跌超1%。报道援引亚马逊云服务表示 ,他们已经“完全转移”了英伟达Grace Hopper超级芯片的订单,并将其替换为继任者Grace Blackwell。据悉,基于英伟达Hopper架构的芯片,例如其备受追捧的H100 GPU,已于2022年9月全面投入生产。
英伟达跌超1%,报道:亚马逊AWS暂停下单
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旷野牧风
旷野牧风
·
2023-06-12
不看好就清仓,看好就满仓多简单
摩根大通首席投资官:现在市场是“暴风雨前的宁静”
美国经济可能还是避免不了陷入衰退。
摩根大通首席投资官:现在市场是“暴风雨前的宁静”
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class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2025-01-06 19:17</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>据华盛顿邮报,三位熟知内情的人士称,美国当选总统特朗普的助手们正在探讨适用于“所有国家”、但只涵盖关键进口商品的关税计划,这是特朗普2024年总统竞选期间计划的一个关键转变。如果新计划得以实施,将削减特朗普竞选计划中最广泛的内容,但仍有可能颠覆全球贸易,给美国经济和消费者带来重大影响。</p><p>美元指数直线跳水。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/694240ba8817246953ee11a6826f5b28\" title=\"\" tg-width=\"1406\" tg-height=\"671\"/></p><p>富时中国A50指数期货直线拉升,持续上涨中!此前离岸人民币兑美元快速拉升,日内大涨。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0423d071789596a595fa63dc664b8f66\" title=\"\" tg-width=\"1406\" tg-height=\"667\"/></p><p>恒生指数期货直线拉升。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cbba22f51f30531f6d1faa397fb71da3\" title=\"\" tg-width=\"1406\" tg-height=\"656\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0d919d9f65cd04f41e3ab358c4aafeb7","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162052317","content_text":"据华盛顿邮报,三位熟知内情的人士称,美国当选总统特朗普的助手们正在探讨适用于“所有国家”、但只涵盖关键进口商品的关税计划,这是特朗普2024年总统竞选期间计划的一个关键转变。如果新计划得以实施,将削减特朗普竞选计划中最广泛的内容,但仍有可能颠覆全球贸易,给美国经济和消费者带来重大影响。美元指数直线跳水。富时中国A50指数期货直线拉升,持续上涨中!此前离岸人民币兑美元快速拉升,日内大涨。恒生指数期货直线拉升。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1166,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3434060058836577","authorId":"3434060058836577","name":"无水","avatar":"https://static.tigerbbs.com/c2287e519d29950ceac7d8e93d63037f","crmLevel":2,"crmLevelSwitch":0,"idStr":"3434060058836577","authorIdStr":"3434060058836577"},"content":"本来只对你收,现在所有人都要收,那你的产品不就有竞争力了","text":"本来只对你收,现在所有人都要收,那你的产品不就有竞争力了","html":"本来只对你收,现在所有人都要收,那你的产品不就有竞争力了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":379874860880440,"gmtCreate":1733786370320,"gmtModify":1733786371736,"author":{"id":"3544124420599494","authorId":"3544124420599494","name":"旷野牧风","avatar":"https://static.tigerbbs.com/a7033c03d3d75be097d5bf937427bd83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544124420599494","authorIdStr":"3544124420599494"},"themes":[],"htmlText":"你这是只计算了做多的,你怎么不说还有买了做空的呢,如果跌的多就可以把买了大量做空的拿出来写一篇","listText":"你这是只计算了做多的,你怎么不说还有买了做空的呢,如果跌的多就可以把买了大量做空的拿出来写一篇","text":"你这是只计算了做多的,你怎么不说还有买了做空的呢,如果跌的多就可以把买了大量做空的拿出来写一篇","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/379874860880440","repostId":"2490083467","repostType":2,"isVote":1,"tweetType":1,"viewCount":1009,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":357828865872152,"gmtCreate":1728379408147,"gmtModify":1728379410620,"author":{"id":"3544124420599494","authorId":"3544124420599494","name":"旷野牧风","avatar":"https://static.tigerbbs.com/a7033c03d3d75be097d5bf937427bd83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544124420599494","authorIdStr":"3544124420599494"},"themes":[],"htmlText":"跌了不是因为这个炉石传说的原因,而是港股今天跌了,导致美股必须补跌","listText":"跌了不是因为这个炉石传说的原因,而是港股今天跌了,导致美股必须补跌","text":"跌了不是因为这个炉石传说的原因,而是港股今天跌了,导致美股必须补跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357828865872152","repostId":"2473445838","repostType":2,"repost":{"id":"2473445838","kind":"news","pubTimestamp":1728378360,"share":"https://www.laohu8.com/m/news/2473445838?lang=&edition=full","pubTime":"2024-10-08 17:06","market":"hk","language":"zh","title":"美股异动丨网易盘前续跌超8.8% 此前《炉石传说》国服回归面临严重的排队问题","url":"https://stock-news.laohu8.com/highlight/detail?id=2473445838","media":"港股那点事","summary":"网易(NTES.US)美股盘前续跌超8.8%,报90.7美元;H股今日收跌超10.8%,报141港元。消息面上,继《魔兽世界》后,暴雪旗下游戏《炉石传说》国服于9月25日正式回归。两款游戏的国服玩家均报告称遭遇严重的排队问题。《炉石传说》国服运营团队发布公告称,游戏的确存在“严重的异常排队”现象。对于玩家质疑排队是“网易故意的”这一说法,该团队回应称,这是一种误解,“国服真的遇到了非常棘手且繁杂的问题”。\n\n\n\n海量资讯、精准解读,尽在新浪财经APP","content":"<html><body><div>\n<p cms-style=\"font-L\"><a href=\"https://laohu8.com/S/NTES\">网易</a>(NTES.US)美股盘前续跌超8.8%,报90.7美元;H股今日收跌超10.8%,报141港元。消息面上,继《魔兽世界》后,暴雪旗下游戏《炉石传说》国服于9月25日正式回归。两款游戏的国服玩家均报告称遭遇严重的排队问题。《炉石传说》国服运营团队发布公告称,游戏的确存在“严重的异常排队”现象。对于玩家质疑排队是“网易故意的”这一说法,该团队回应称,这是一种误解,“国服真的遇到了非常棘手且繁杂的问题”。</p><div><img src=\"http://n.sinaimg.cn/spider20241008/638/w349h289/20241008/6bb6-878bbbb2610455a09b85b76b77ab866a.jpg\"/><span></span></div>\n<div></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>美股异动丨网易盘前续跌超8.8% 此前《炉石传说》国服回归面临严重的排队问题</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 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class=\"title\">\n美股异动丨网易盘前续跌超8.8% 此前《炉石传说》国服回归面临严重的排队问题\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-08 17:06 北京时间 <a href=https://finance.sina.com.cn/stock/bxjj/2024-10-08/doc-incrvssy7180391.shtml><strong>港股那点事</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>网易(NTES.US)美股盘前续跌超8.8%,报90.7美元;H股今日收跌超10.8%,报141港元。消息面上,继《魔兽世界》后,暴雪旗下游戏《炉石传说》国服于9月25日正式回归。两款游戏的国服玩家均报告称遭遇严重的排队问题。《炉石传说》国服运营团队发布公告称,游戏的确存在“严重的异常排队”现象。对于玩家质疑排队是“网易故意的”这一说法,该团队回应称,这是一种误解,“国服真的遇到了非常棘手且繁杂的...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/bxjj/2024-10-08/doc-incrvssy7180391.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0890818403.SGD":"JPMorgan Funds - Emerging Markets Dividend A (mth) SGD-H","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","BK4532":"文艺复兴科技持仓","LU0871576103.HKD":"HSBC GIF CHINESE EQUITY \"AC\" (HKD) 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SGD","LU0307460666.USD":"EASTSPRING INVESTMENTS CHINA EQUITY \"A\" ACC","LU1152091168.USD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY (USD) \"PM\" INC","LU1880383440.USD":"AMUNDI FUNDS CHINA EQUITY \"A2\" (USD) INC","LU0540923850.HKD":"ALLIANZ HONG KONG EQUITY \"A\" (HKD) INC","LU0831103253.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD","LU1960683339.HKD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (HKD) ACC","LU1993786604.SGD":"UBS (LUX) EQUITY SICAV ALL CHINA \"P\" (SGD) ACC","BK1588":"回港中概股","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0149721374.USD":"HSBC GIF HONG KONG EQUITY \"AD\" INC","LU0572944931.SGD":"Janus Henderson Horizon China Opportunities A2 SGD","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","LU0164880469.USD":"HSBC GIF HONG KONG EQUITY \"AC\" ACC","LU0228659784.USD":"施罗德金砖四国基金","LU0348805143.USD":"ALLIANZ ENHANCED ALL CHINA EQUITY \"A\" (USD) INC","BK4085":"互动家庭娱乐","IE00B031HY20.USD":"FSSA CHINA GROWTH \"I\" (USD) INC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","LU1048588211.SGD":"Blackrock Asian Dragon A2 SGD-H","BK4548":"巴美列捷福持仓","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","LU0898667661.SGD":"JPMorgan Funds - Asia Pacific Income A (mth) SGD-H","BK1608":"元宇宙概念"},"source_url":"https://finance.sina.com.cn/stock/bxjj/2024-10-08/doc-incrvssy7180391.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2473445838","content_text":"网易(NTES.US)美股盘前续跌超8.8%,报90.7美元;H股今日收跌超10.8%,报141港元。消息面上,继《魔兽世界》后,暴雪旗下游戏《炉石传说》国服于9月25日正式回归。两款游戏的国服玩家均报告称遭遇严重的排队问题。《炉石传说》国服运营团队发布公告称,游戏的确存在“严重的异常排队”现象。对于玩家质疑排队是“网易故意的”这一说法,该团队回应称,这是一种误解,“国服真的遇到了非常棘手且繁杂的问题”。\n\n\n\n海量资讯、精准解读,尽在新浪财经APP","news_type":1},"isVote":1,"tweetType":1,"viewCount":1808,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343361059778664,"gmtCreate":1724857645604,"gmtModify":1724858964517,"author":{"id":"3544124420599494","authorId":"3544124420599494","name":"旷野牧风","avatar":"https://static.tigerbbs.com/a7033c03d3d75be097d5bf937427bd83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544124420599494","authorIdStr":"3544124420599494"},"themes":[],"htmlText":"这个跌的理由也能找出来。你是真的牛比","listText":"这个跌的理由也能找出来。你是真的牛比","text":"这个跌的理由也能找出来。你是真的牛比","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343361059778664","repostId":"1148714216","repostType":2,"repost":{"id":"1148714216","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":1724857518,"share":"https://www.laohu8.com/m/news/1148714216?lang=&edition=full","pubTime":"2024-08-28 23:05","market":"us","language":"zh","title":"英伟达跌幅扩大至近3%,分析师称其财报影响大于鲍威尔讲话","url":"https://stock-news.laohu8.com/highlight/detail?id=1148714216","media":"老虎资讯综合","summary":"本周三盘初,$英伟达$股价跌幅扩大至,截至发稿报124.63美元,跌幅2.8%:公司将于今日盘后公布第二季度财报,Ameriprise Financial策略师Anthony Saglimbene表示:英伟达财报实际上可能比美联储主席鲍威尔上周在杰克逊霍尔的讲话对整体市场的影响更大。根据高盛交易部门周一发布的报告,英伟达的盈利可能引发近 3000 亿美元的波动,该估计是基于最近的期权定价数据。","content":"<html><head></head><body><p>本周三(8月28日)盘初,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>股价跌幅扩大至,截至发稿报124.63美元,跌幅2.8%:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ff8b9d355f3a24a32f1714a43e361f8\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>公司将于今日盘后公布第二季度财报,Ameriprise Financial策略师Anthony Saglimbene表示:英伟达财报实际上可能比美联储主席鲍威尔上周在杰克逊霍尔的讲话对整体市场的影响更大。</p><p>此外,Wedbush分析师丹·艾夫指出,英伟达财报是华尔街多年来最重要的时刻之一,预计将出现“令人叫好的表现”。</p><p>晨星首席美国市场策略师戴夫•塞克拉则表示,如果英伟达的营收或净利润低于预期(我们认为这是不可能发生的),或者下个季度的业绩指引不够强劲,我们可能会看到英伟达和所有人工智能股票遭到抛售。</p><p>根据高盛交易部门周一发布的报告,<strong>英伟达的盈利可能引发近 3000 亿美元的波动,</strong>该估计是基于最近的期权定价数据。</p><p>高盛表示,无论是哪种情况,市值的潜在波动都相当于这家价值 3.17 万亿美元的芯片制造商的股价波动 9% 以上。</p><p>相关阅读:</p><p><a href=\"https://laohu8.com/NW/1114503258\" title=\"英伟达财报后需要回答很多问题,包括产品延迟、竞争和中国市场\" target=\"_blank\">英伟达财报后需要回答很多问题,包括产品延迟、竞争和中国市场</a></p><p><a href=\"https://laohu8.com/NW/2462435003\" title=\"整个华尔街屏息以待!英伟达将再度“大放异彩”?\" target=\"_blank\">整个华尔街屏息以待!英伟达将再度“大放异彩”?</a></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英伟达跌幅扩大至近3%,分析师称其财报影响大于鲍威尔讲话</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达跌幅扩大至近3%,分析师称其财报影响大于鲍威尔讲话\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\">2024-08-28 23:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>本周三(8月28日)盘初,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>股价跌幅扩大至,截至发稿报124.63美元,跌幅2.8%:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ff8b9d355f3a24a32f1714a43e361f8\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>公司将于今日盘后公布第二季度财报,Ameriprise Financial策略师Anthony Saglimbene表示:英伟达财报实际上可能比美联储主席鲍威尔上周在杰克逊霍尔的讲话对整体市场的影响更大。</p><p>此外,Wedbush分析师丹·艾夫指出,英伟达财报是华尔街多年来最重要的时刻之一,预计将出现“令人叫好的表现”。</p><p>晨星首席美国市场策略师戴夫•塞克拉则表示,如果英伟达的营收或净利润低于预期(我们认为这是不可能发生的),或者下个季度的业绩指引不够强劲,我们可能会看到英伟达和所有人工智能股票遭到抛售。</p><p>根据高盛交易部门周一发布的报告,<strong>英伟达的盈利可能引发近 3000 亿美元的波动,</strong>该估计是基于最近的期权定价数据。</p><p>高盛表示,无论是哪种情况,市值的潜在波动都相当于这家价值 3.17 万亿美元的芯片制造商的股价波动 9% 以上。</p><p>相关阅读:</p><p><a href=\"https://laohu8.com/NW/1114503258\" title=\"英伟达财报后需要回答很多问题,包括产品延迟、竞争和中国市场\" target=\"_blank\">英伟达财报后需要回答很多问题,包括产品延迟、竞争和中国市场</a></p><p><a href=\"https://laohu8.com/NW/2462435003\" title=\"整个华尔街屏息以待!英伟达将再度“大放异彩”?\" target=\"_blank\">整个华尔街屏息以待!英伟达将再度“大放异彩”?</a></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148714216","content_text":"本周三(8月28日)盘初,英伟达股价跌幅扩大至,截至发稿报124.63美元,跌幅2.8%:公司将于今日盘后公布第二季度财报,Ameriprise Financial策略师Anthony Saglimbene表示:英伟达财报实际上可能比美联储主席鲍威尔上周在杰克逊霍尔的讲话对整体市场的影响更大。此外,Wedbush分析师丹·艾夫指出,英伟达财报是华尔街多年来最重要的时刻之一,预计将出现“令人叫好的表现”。晨星首席美国市场策略师戴夫•塞克拉则表示,如果英伟达的营收或净利润低于预期(我们认为这是不可能发生的),或者下个季度的业绩指引不够强劲,我们可能会看到英伟达和所有人工智能股票遭到抛售。根据高盛交易部门周一发布的报告,英伟达的盈利可能引发近 3000 亿美元的波动,该估计是基于最近的期权定价数据。高盛表示,无论是哪种情况,市值的潜在波动都相当于这家价值 3.17 万亿美元的芯片制造商的股价波动 9% 以上。相关阅读:英伟达财报后需要回答很多问题,包括产品延迟、竞争和中国市场整个华尔街屏息以待!英伟达将再度“大放异彩”?","news_type":1},"isVote":1,"tweetType":1,"viewCount":1678,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333748126486608,"gmtCreate":1722501220782,"gmtModify":1722501222936,"author":{"id":"3544124420599494","authorId":"3544124420599494","name":"旷野牧风","avatar":"https://static.tigerbbs.com/a7033c03d3d75be097d5bf937427bd83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544124420599494","authorIdStr":"3544124420599494"},"themes":[],"htmlText":"涨了你可以写虽然arm的财报不符合预期,但META公司的财报超出预期,人工智能依然是下半年的主线行情","listText":"涨了你可以写虽然arm的财报不符合预期,但META公司的财报超出预期,人工智能依然是下半年的主线行情","text":"涨了你可以写虽然arm的财报不符合预期,但META公司的财报超出预期,人工智能依然是下半年的主线行情","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333748126486608","repostId":"1166491795","repostType":2,"repost":{"id":"1166491795","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":1722500176,"share":"https://www.laohu8.com/m/news/1166491795?lang=&edition=full","pubTime":"2024-08-01 16:16","market":"us","language":"zh","title":"盘前异动 | 半导体行业普跌,高通跌超2%,英伟达一度跌超1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1166491795","media":"老虎资讯综合","summary":"本周四(8月1日)盘前,美股半导体行业普跌, $高通(QCOM)$ 跌超2%,$英伟达(NVDA)$跌超1%, $台积电(TSM)$ , $美国超微公司(AMD)$ 跌近1%:此前 $ARM Holdings Ltd(ARM)$ 公布的全年营收指引不振,下调关键业务增长预期,一定程度上影响了市场对半导体行业的乐观预期。","content":"<html><head></head><body><p>本周四(8月1日)盘前,美股半导体行业普跌, <a href=\"https://laohu8.com/S/QCOM\">高通</a> 跌超2%,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌超1%, <a href=\"https://laohu8.com/S/TSM\">台积电</a> , <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a> 跌近1%:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d1fe7a97c8d9cdb9c63ab2504354af9\" title=\"\" tg-width=\"1087\" tg-height=\"354\"/></p><p>此前 <a href=\"https://laohu8.com/S/ARM\">ARM Holdings Ltd</a> 公布的全年营收指引不振,下调关键业务增长预期,一定程度上影响了市场对半导体行业的乐观预期。</p><p>此外,美国正考虑对中国获得AI存储器芯片实施贸易限制,新限制可能在下个月即出台,高通曾警告称,贸易限制将对芯片行业带来负面影响。</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>盘前异动 | 半导体行业普跌,高通跌超2%,英伟达一度跌超1%</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{ 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{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盘前异动 | 半导体行业普跌,高通跌超2%,英伟达一度跌超1%\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\">2024-08-01 16:16</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>本周四(8月1日)盘前,美股半导体行业普跌, <a href=\"https://laohu8.com/S/QCOM\">高通</a> 跌超2%,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌超1%, <a href=\"https://laohu8.com/S/TSM\">台积电</a> , <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a> 跌近1%:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d1fe7a97c8d9cdb9c63ab2504354af9\" title=\"\" tg-width=\"1087\" tg-height=\"354\"/></p><p>此前 <a href=\"https://laohu8.com/S/ARM\">ARM Holdings Ltd</a> 公布的全年营收指引不振,下调关键业务增长预期,一定程度上影响了市场对半导体行业的乐观预期。</p><p>此外,美国正考虑对中国获得AI存储器芯片实施贸易限制,新限制可能在下个月即出台,高通曾警告称,贸易限制将对芯片行业带来负面影响。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"159582":"半导体","QCOM":"高通","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","NVDA":"英伟达","BK4532":"文艺复兴科技持仓","BK4549":"软银资本持仓","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU1261432733.SGD":"Fidelity World A-ACC-SGD","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4554":"元宇宙及AR概念"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1166491795","content_text":"本周四(8月1日)盘前,美股半导体行业普跌, 高通 跌超2%,英伟达跌超1%, 台积电 , 美国超微公司 跌近1%:此前 ARM Holdings Ltd 公布的全年营收指引不振,下调关键业务增长预期,一定程度上影响了市场对半导体行业的乐观预期。此外,美国正考虑对中国获得AI存储器芯片实施贸易限制,新限制可能在下个月即出台,高通曾警告称,贸易限制将对芯片行业带来负面影响。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333108073533488,"gmtCreate":1722350970658,"gmtModify":1722350972458,"author":{"id":"3544124420599494","authorId":"3544124420599494","name":"旷野牧风","avatar":"https://static.tigerbbs.com/a7033c03d3d75be097d5bf937427bd83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544124420599494","authorIdStr":"3544124420599494"},"themes":[],"htmlText":"跌了找理由,涨了又是另一个理由","listText":"跌了找理由,涨了又是另一个理由","text":"跌了找理由,涨了又是另一个理由","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333108073533488","repostId":"1141339158","repostType":2,"repost":{"id":"1141339158","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":1722350447,"share":"https://www.laohu8.com/m/news/1141339158?lang=&edition=full","pubTime":"2024-07-30 22:40","market":"us","language":"zh","title":"美股异动 | 英伟达跌超4%,科技巨头或已找到其GPU替代品","url":"https://stock-news.laohu8.com/highlight/detail?id=1141339158","media":"老虎资讯综合","summary":"周二 $英伟达$ 低开低走,截至发稿跌超4%,报106.7美元,最近五个交易日已累计跌近13%:此前 $苹果$ 在一份技术论文中表示,其人工智能系统Apple Intelligence所依赖的两种AI模型是在谷歌设计的云端芯片上进行预训练的。苹果的决定表明,在AI训练方面,一些大型科技公司可能正在寻找并找到了英伟达GPU的替代品。一些芯片行业媒体称,这是苹果打响了抛弃英伟达GPU的第一枪。谷歌于2015年首次推出TPU用于内部工作负载,并于2017年向公众开放。","content":"<html><head></head><body><p>周二(7月30日) <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 低开低走,截至发稿跌超4%,报106.7美元,最近五个交易日已累计跌近13%:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0bf914141a91501a6624e8efdbf5bfb9\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>此前 <a href=\"https://laohu8.com/S/AAPL\">苹果</a> 在一份技术论文中表示,其人工智能系统Apple Intelligence所依赖的两种AI模型是在谷歌设计的云端芯片上进行预训练的。谷歌的张量处理单元最初是为内部工作负载而创建的,但现在正在得到更广泛的采用。</p><p>苹果的决定表明,在AI训练方面,一些大型科技公司可能正在寻找并找到了英伟达GPU(图形处理单元)的替代品。</p><p>本周一在社交媒体X上有评论指出,6月就出过苹果用谷歌芯片的消息,现在我们有了更多关于训练堆栈的细节。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa32cb1b7d8a2811c651b105d220987c\" alt=\"\" title=\"\" tg-width=\"692\" tg-height=\"157\"/></p><p style=\"text-align: justify;\">有评论称,苹果并不是讨厌英伟达,只不过TPU的速度更快。还有评论称,TPU速度更快,所以苹果用它是有道理的,当然也可能它比英伟达的芯片更便宜。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f095fcd910a63716f8992a1a8e973b7\" alt=\"\" title=\"\" tg-width=\"688\" tg-height=\"259\"/></p><p>一些芯片行业媒体称,这是苹果打响了抛弃英伟达GPU的第一枪。包括 <a href=\"https://laohu8.com/S/GOOG\">谷歌</a> 、 <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> 、 <a href=\"https://laohu8.com/S/ORCL\">甲骨文</a> 和 <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 在内的科技公司一直在努力构建自己的人工智能系统和产品。</p><p>谷歌自2015年以来一直在使用自主设计的TPU来训练和部署AI模型。不是设计通用处理器,而是将其设计为专门用于神经网络工作负载的矩阵处理器,在整个大量计算和数据传递过程中,根本不需要访问内存。</p><p>今年5月,谷歌宣布推出了人工智能(AI)数据中心芯片Trillium,据称该芯片的速度相比之前的版本提升了几乎5倍。该公司表示,这款芯片将用于开发自己的模型,包括Gemini和Imagen。</p><p>谷歌称,如果提前三年预订,最新的TPU每小时使用成本不到2美元。谷歌于2015年首次推出TPU用于内部工作负载,并于2017年向公众开放。它们现在是专为人工智能设计的最成熟的定制芯片之一。</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 | 英伟达跌超4%,科技巨头或已找到其GPU替代品</title>\n<style 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href=\"https://laohu8.com/S/NVDA\">英伟达</a> 低开低走,截至发稿跌超4%,报106.7美元,最近五个交易日已累计跌近13%:</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0bf914141a91501a6624e8efdbf5bfb9\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>此前 <a href=\"https://laohu8.com/S/AAPL\">苹果</a> 在一份技术论文中表示,其人工智能系统Apple Intelligence所依赖的两种AI模型是在谷歌设计的云端芯片上进行预训练的。谷歌的张量处理单元最初是为内部工作负载而创建的,但现在正在得到更广泛的采用。</p><p>苹果的决定表明,在AI训练方面,一些大型科技公司可能正在寻找并找到了英伟达GPU(图形处理单元)的替代品。</p><p>本周一在社交媒体X上有评论指出,6月就出过苹果用谷歌芯片的消息,现在我们有了更多关于训练堆栈的细节。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa32cb1b7d8a2811c651b105d220987c\" alt=\"\" title=\"\" tg-width=\"692\" tg-height=\"157\"/></p><p style=\"text-align: justify;\">有评论称,苹果并不是讨厌英伟达,只不过TPU的速度更快。还有评论称,TPU速度更快,所以苹果用它是有道理的,当然也可能它比英伟达的芯片更便宜。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f095fcd910a63716f8992a1a8e973b7\" alt=\"\" title=\"\" tg-width=\"688\" tg-height=\"259\"/></p><p>一些芯片行业媒体称,这是苹果打响了抛弃英伟达GPU的第一枪。包括 <a href=\"https://laohu8.com/S/GOOG\">谷歌</a> 、 <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> 、 <a href=\"https://laohu8.com/S/ORCL\">甲骨文</a> 和 <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 在内的科技公司一直在努力构建自己的人工智能系统和产品。</p><p>谷歌自2015年以来一直在使用自主设计的TPU来训练和部署AI模型。不是设计通用处理器,而是将其设计为专门用于神经网络工作负载的矩阵处理器,在整个大量计算和数据传递过程中,根本不需要访问内存。</p><p>今年5月,谷歌宣布推出了人工智能(AI)数据中心芯片Trillium,据称该芯片的速度相比之前的版本提升了几乎5倍。该公司表示,这款芯片将用于开发自己的模型,包括Gemini和Imagen。</p><p>谷歌称,如果提前三年预订,最新的TPU每小时使用成本不到2美元。谷歌于2015年首次推出TPU用于内部工作负载,并于2017年向公众开放。它们现在是专为人工智能设计的最成熟的定制芯片之一。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141339158","content_text":"周二(7月30日) 英伟达 低开低走,截至发稿跌超4%,报106.7美元,最近五个交易日已累计跌近13%:此前 苹果 在一份技术论文中表示,其人工智能系统Apple Intelligence所依赖的两种AI模型是在谷歌设计的云端芯片上进行预训练的。谷歌的张量处理单元最初是为内部工作负载而创建的,但现在正在得到更广泛的采用。苹果的决定表明,在AI训练方面,一些大型科技公司可能正在寻找并找到了英伟达GPU(图形处理单元)的替代品。本周一在社交媒体X上有评论指出,6月就出过苹果用谷歌芯片的消息,现在我们有了更多关于训练堆栈的细节。有评论称,苹果并不是讨厌英伟达,只不过TPU的速度更快。还有评论称,TPU速度更快,所以苹果用它是有道理的,当然也可能它比英伟达的芯片更便宜。一些芯片行业媒体称,这是苹果打响了抛弃英伟达GPU的第一枪。包括 谷歌 、 Meta Platforms 、 甲骨文 和 特斯拉 在内的科技公司一直在努力构建自己的人工智能系统和产品。谷歌自2015年以来一直在使用自主设计的TPU来训练和部署AI模型。不是设计通用处理器,而是将其设计为专门用于神经网络工作负载的矩阵处理器,在整个大量计算和数据传递过程中,根本不需要访问内存。今年5月,谷歌宣布推出了人工智能(AI)数据中心芯片Trillium,据称该芯片的速度相比之前的版本提升了几乎5倍。该公司表示,这款芯片将用于开发自己的模型,包括Gemini和Imagen。谷歌称,如果提前三年预订,最新的TPU每小时使用成本不到2美元。谷歌于2015年首次推出TPU用于内部工作负载,并于2017年向公众开放。它们现在是专为人工智能设计的最成熟的定制芯片之一。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1282,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323451201896536,"gmtCreate":1719976585009,"gmtModify":1719976586752,"author":{"id":"3544124420599494","authorId":"3544124420599494","name":"旷野牧风","avatar":"https://static.tigerbbs.com/a7033c03d3d75be097d5bf937427bd83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544124420599494","authorIdStr":"3544124420599494"},"themes":[],"htmlText":"怎么没跌[惊讶] ","listText":"怎么没跌[惊讶] ","text":"怎么没跌[惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/323451201896536","repostId":"1122677215","repostType":2,"repost":{"id":"1122677215","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":1719976195,"share":"https://www.laohu8.com/m/news/1122677215?lang=&edition=full","pubTime":"2024-07-03 11:09","market":"us","language":"zh","title":"亚马逊董事拟减持2500万股股份,总价约49.3亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1122677215","media":"老虎资讯综合","summary":"7月3日,根据美国证券交易委员会(SEC)美东时间7月2日披露的文件,$亚马逊(AMZN)$董事Jeffrey P. Bezos拟于7月2日出售2500万股亚马逊普通股票,总市值约49.3亿美元。过去3个月内,Jeffrey P. Bezos未发生过减持。SEC公告","content":"<html><head></head><body><p>7月3日,根据美国证券交易委员会(SEC)美东时间7月2日披露的文件,<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>董事Jeffrey P. Bezos拟于7月2日出售2500万股亚马逊普通股票,总市值约49.3亿美元。过去3个月内,Jeffrey P. Bezos未发生过减持。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f88d4ac70396824138dcfaa66155049\" title=\"SEC公告\" tg-width=\"1260\" tg-height=\"2058\"/><span>SEC公告</span></p><p style=\"text-align: center;\"></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>亚马逊董事拟减持2500万股股份,总价约49.3亿美元</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; 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亚马逊董事拟减持2500万股股份,总价约49.3亿美元\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\">2024-07-03 11:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>7月3日,根据美国证券交易委员会(SEC)美东时间7月2日披露的文件,<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>董事Jeffrey P. Bezos拟于7月2日出售2500万股亚马逊普通股票,总市值约49.3亿美元。过去3个月内,Jeffrey P. Bezos未发生过减持。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2f88d4ac70396824138dcfaa66155049\" title=\"SEC公告\" tg-width=\"1260\" tg-height=\"2058\"/><span>SEC公告</span></p><p style=\"text-align: center;\"></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3473f757d00eee50292777a0505620c4","relate_stocks":{"BK4548":"巴美列捷福持仓","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","LU0149725797.USD":"汇丰美国股市经济规模基金","BK4220":"综合零售","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4524":"宅经济概念","LU0289941410.SGD":"AB FCP I Dynamic Diversified AX SGD","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD) INC","BK4527":"明星科技股","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4503":"景林资产持仓","BK4122":"互联网与直销零售","AMZN":"亚马逊"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122677215","content_text":"7月3日,根据美国证券交易委员会(SEC)美东时间7月2日披露的文件,亚马逊董事Jeffrey P. Bezos拟于7月2日出售2500万股亚马逊普通股票,总市值约49.3亿美元。过去3个月内,Jeffrey P. Bezos未发生过减持。SEC公告","news_type":1},"isVote":1,"tweetType":1,"viewCount":2017,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575268079227397","authorId":"3575268079227397","name":"布丁成长日记","avatar":"https://static.tigerbbs.com/ad4d28cdf4fac6ccbfb39947846e3dcc","crmLevel":4,"crmLevelSwitch":0,"idStr":"3575268079227397","authorIdStr":"3575268079227397"},"content":"跌了也没事,正好加点,反正迟早会突破220以上。","text":"跌了也没事,正好加点,反正迟早会突破220以上。","html":"跌了也没事,正好加点,反正迟早会突破220以上。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317811099402512,"gmtCreate":1718629221435,"gmtModify":1718629223630,"author":{"id":"3544124420599494","authorId":"3544124420599494","name":"旷野牧风","avatar":"https://static.tigerbbs.com/a7033c03d3d75be097d5bf937427bd83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544124420599494","authorIdStr":"3544124420599494"},"themes":[],"htmlText":"减持还涨了?","listText":"减持还涨了?","text":"减持还涨了?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317811099402512","repostId":"1140122141","repostType":2,"repost":{"id":"1140122141","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":1718616234,"share":"https://www.laohu8.com/m/news/1140122141?lang=&edition=full","pubTime":"2024-06-17 17:23","market":"us","language":"zh","title":"伯克希尔哈撒韦减持比亚迪H股,持仓比例降至6.9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1140122141","media":"老虎资讯综合","summary":"巴菲特旗下伯克希尔哈撒韦于6月11日减持比亚迪H股,持仓比例由7.02%降至6.9%。","content":"<html><head></head><body><p>6月17日,比亚迪ADR盘前涨超2%。消息面上,巴菲特旗下伯克希尔哈撒韦于6月11日减持比亚迪H股,持仓比例由7.02%降至6.9%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/035c1ca7765b7d0535d05426fe33229c\" tg-width=\"450\" tg-height=\"127\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd2781cbf7e7bf70e360029a66f047b7\" title=\"\" tg-width=\"1169\" tg-height=\"607\"/></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>伯克希尔哈撒韦减持比亚迪H股,持仓比例降至6.9%</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 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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伯克希尔哈撒韦减持比亚迪H股,持仓比例降至6.9%\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\">2024-06-17 17:23</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月17日,比亚迪ADR盘前涨超2%。消息面上,巴菲特旗下伯克希尔哈撒韦于6月11日减持比亚迪H股,持仓比例由7.02%降至6.9%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/035c1ca7765b7d0535d05426fe33229c\" tg-width=\"450\" tg-height=\"127\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd2781cbf7e7bf70e360029a66f047b7\" title=\"\" tg-width=\"1169\" tg-height=\"607\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/45e5e005a453a59287c71f4cbf428610","relate_stocks":{"002594":"比亚迪","BYDDY":"比亚迪ADR","01211":"比亚迪股份"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1140122141","content_text":"6月17日,比亚迪ADR盘前涨超2%。消息面上,巴菲特旗下伯克希尔哈撒韦于6月11日减持比亚迪H股,持仓比例由7.02%降至6.9%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1497,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":308346103034064,"gmtCreate":1716301651241,"gmtModify":1716301653043,"author":{"id":"3544124420599494","authorId":"3544124420599494","name":"旷野牧风","avatar":"https://static.tigerbbs.com/a7033c03d3d75be097d5bf937427bd83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544124420599494","authorIdStr":"3544124420599494"},"themes":[],"htmlText":"别找原因了","listText":"别找原因了","text":"别找原因了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/308346103034064","repostId":"1198777676","repostType":2,"repost":{"id":"1198777676","kind":"news","pubTimestamp":1716301482,"share":"https://www.laohu8.com/m/news/1198777676?lang=&edition=full","pubTime":"2024-05-21 22:24","market":"us","language":"zh","title":"英伟达跌超1%,报道:亚马逊AWS暂停下单","url":"https://stock-news.laohu8.com/highlight/detail?id=1198777676","media":"华尔街见闻","summary":"5月21日,据媒体报道,全球最大云计算提供商亚马逊云服务 已暂停英伟达的Hopper芯片订单,以等待更强大的新芯片。受此影响,英伟达跌超1%。报道援引亚马逊云服务表示 ,他们已经“完全转移”了英伟达Grace Hopper超级芯片的订单,并将其替换为继任者Grace Blackwell。据悉,基于英伟达Hopper架构的芯片,例如其备受追捧的H100 GPU,已于2022年9月全面投入生产。","content":"<html><head></head><body><blockquote><p><strong>亚马逊云服务表示 ,他们已经“完全转移”了英伟达Grace Hopper超级芯片的订单,并将其替换为继任者Grace Blackwell。该公司表示,考虑到“Grace Hopper和Grace Blackwell之间的时间窗口很小”,此举“合乎情理”。</strong></p></blockquote><p style=\"text-align: justify;\">5月21日,据媒体报道,全球最大云计算提供商亚马逊云服务(AWS)已暂停英伟达的Hopper芯片订单,以等待更强大的新芯片。</p><p style=\"text-align: justify;\">受此影响,英伟达跌超1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62a16355b8653f9ee3c7f1caf2e95f84\" tg-width=\"560\" tg-height=\"240\"/></p><p>报道援引亚马逊云服务表示 ,他们已经“完全转移”了英伟达Grace Hopper超级芯片的订单,并将其替换为继任者Grace Blackwell。该公司表示,考虑到“Grace Hopper和Grace Blackwell之间的时间窗口很小”,此举“合乎情理”。</p><p style=\"text-align: justify;\">此前,在今年3月份,英伟达发布了名为Blackwell的新一代处理器,距离其上一代产品Hopper开始向客户发货还不到一年。英伟达首席执行官黄仁勋表示,新产品在训练大型语言模型方面将比Hopper强大一倍。</p><p style=\"text-align: justify;\">据悉,基于英伟达Hopper架构的芯片,例如其备受追捧的H100 GPU,已于2022年9月全面投入生产。Grace Hopper超级芯片(也称为GH200)将几个H100 GPU与高速内存、连接和中央处理单元集成在一起。其继任者GB200是首款利用Blackwell技术的产品。</p><p style=\"text-align: justify;\">亚马逊和英伟达都没有确认订单金额。不过,汇丰银行的分析师估计,包含两个B100芯片的GB200芯片售价可能高达7万美元,而搭载这项新技术的整个服务器售价可能高达300万美元。</p><p style=\"text-align: justify;\">亚马逊云服务仍继续向其云客户提供其他英伟达芯片,例如H100。但是,作为英伟达最大的客户之一,亚马逊云服务的举措可能会让投资者感到不安,他们已经担心科技公司会在等待Blackwell发布时推迟购买。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英伟达跌超1%,报道:亚马逊AWS暂停下单</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达跌超1%,报道:亚马逊AWS暂停下单\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-21 22:24 北京时间 <a href=https://wallstreetcn.com/articles/3715426><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>亚马逊云服务表示 ,他们已经“完全转移”了英伟达Grace Hopper超级芯片的订单,并将其替换为继任者Grace Blackwell。该公司表示,考虑到“Grace Hopper和Grace Blackwell之间的时间窗口很小”,此举“合乎情理”。5月21日,据媒体报道,全球最大云计算提供商亚马逊云服务(AWS)已暂停英伟达的Hopper芯片订单,以等待更强大的新芯片。受此影响,英伟达跌超...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3715426\">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":{"NVDA":"英伟达"},"source_url":"https://wallstreetcn.com/articles/3715426","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198777676","content_text":"亚马逊云服务表示 ,他们已经“完全转移”了英伟达Grace Hopper超级芯片的订单,并将其替换为继任者Grace Blackwell。该公司表示,考虑到“Grace Hopper和Grace Blackwell之间的时间窗口很小”,此举“合乎情理”。5月21日,据媒体报道,全球最大云计算提供商亚马逊云服务(AWS)已暂停英伟达的Hopper芯片订单,以等待更强大的新芯片。受此影响,英伟达跌超1%。报道援引亚马逊云服务表示 ,他们已经“完全转移”了英伟达Grace Hopper超级芯片的订单,并将其替换为继任者Grace Blackwell。该公司表示,考虑到“Grace Hopper和Grace Blackwell之间的时间窗口很小”,此举“合乎情理”。此前,在今年3月份,英伟达发布了名为Blackwell的新一代处理器,距离其上一代产品Hopper开始向客户发货还不到一年。英伟达首席执行官黄仁勋表示,新产品在训练大型语言模型方面将比Hopper强大一倍。据悉,基于英伟达Hopper架构的芯片,例如其备受追捧的H100 GPU,已于2022年9月全面投入生产。Grace Hopper超级芯片(也称为GH200)将几个H100 GPU与高速内存、连接和中央处理单元集成在一起。其继任者GB200是首款利用Blackwell技术的产品。亚马逊和英伟达都没有确认订单金额。不过,汇丰银行的分析师估计,包含两个B100芯片的GB200芯片售价可能高达7万美元,而搭载这项新技术的整个服务器售价可能高达300万美元。亚马逊云服务仍继续向其云客户提供其他英伟达芯片,例如H100。但是,作为英伟达最大的客户之一,亚马逊云服务的举措可能会让投资者感到不安,他们已经担心科技公司会在等待Blackwell发布时推迟购买。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1498,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":186384684081208,"gmtCreate":1686543383436,"gmtModify":1686543385146,"author":{"id":"3544124420599494","authorId":"3544124420599494","name":"旷野牧风","avatar":"https://static.tigerbbs.com/a7033c03d3d75be097d5bf937427bd83","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3544124420599494","authorIdStr":"3544124420599494"},"themes":[],"htmlText":"不看好就清仓,看好就满仓多简单","listText":"不看好就清仓,看好就满仓多简单","text":"不看好就清仓,看好就满仓多简单","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/186384684081208","repostId":"1194671627","repostType":2,"repost":{"id":"1194671627","kind":"news","pubTimestamp":1686539653,"share":"https://www.laohu8.com/m/news/1194671627?lang=&edition=full","pubTime":"2023-06-12 11:14","market":"us","language":"zh","title":"摩根大通首席投资官:现在市场是“暴风雨前的宁静”","url":"https://stock-news.laohu8.com/highlight/detail?id=1194671627","media":"华尔街见闻","summary":"美国经济可能还是避免不了陷入衰退。","content":"<html><head></head><body><p>作者:卜淑情</p><p style=\"text-align: justify;\">区域性银行风暴过去,债务上限危机有惊无险,但美国经济可能还是避免不了陷入衰退。</p><p style=\"text-align: justify;\">据CNBC上周报道,华尔街老将、摩根大通首席投资官Bob Michele在纽约总部接受采访时表示,<strong>当前的市场表现让他回想起,2008年金融危机期间该行庞大的资产管理部门曾陷入过“欺骗性的平静状态”。</strong></p><p style=\"text-align: justify;\">“这确实让我想起了2008年3-6月的那段时间,”Michele滔滔不绝地说着两者的相似之处。</p><p style=\"text-align: justify;\">正如Michele所言,十五年前的情况的确和当下几乎一样——投资者担心美国银行业的稳定性,摩根大通通过收购陷入困境的同行来缓解紧张情绪。今年5月份,摩根大通收购了小银行风暴中崩溃的第一共和银行,同样,2008年3月份,摩根大通收购了投行贝尔斯登。</p><p style=\"text-align: justify;\">“市场认为出现了危机后政策做出回应,危机得到解决,”他说。“然后股市出现了为期三个月的稳定反弹。”</p><p style=\"text-align: justify;\">美联储开启四十余年来最激进的加息周期后,市场和分析师都担心美国会因此步入衰退,但万万没想到,经济意外保持了一定弹性,5月非农新增就业数据超过预期,似乎打破了“衰退预言”。美股近期上涨也被视为新一轮牛市的开始。</p><p style=\"text-align: justify;\">但对于从业四十余年的Michele来说,<strong>接下来的几个月只是暴风雨前的宁静。</strong>Michele负责管理摩根大通7000多亿美元的资产,同时也是该行资产管理部门固定收益部门的全球主管。</p><p style=\"text-align: justify;\">他说,在1980年之前的可追溯加息周期中,<strong>经济衰退平均在美联储最后一次加息的13个月后开始。</strong>目前,市场预测美联储将在6月跳过加息,7月加息25基点。 </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/074425135974a8787961c16e925d7a38\" tg-width=\"471\" tg-height=\"720\"/></p><p style=\"text-align: justify;\">在美联储完成加息后的那段模糊不清的时期,“美国并没有陷入衰退;看起来像是软着陆”,因为经济仍在增长,Michele说。</p><blockquote>但如果这一切在没有衰退的情况下结束,那将是一个奇迹。</blockquote><p style=\"text-align: justify;\">Michele说,<strong>到今年年底,经济可能会陷入衰退。</strong>尽管在新冠纾难基金的影响下,经济衰退开始时间可能会推迟,但一定会到来。</p><blockquote><strong>我非常有信心,美国将在一年后陷入衰退</strong>。</blockquote><p style=\"text-align: justify;\">Michele表示,经济中的每个领域都可能面临一次清算,其中三个领域可能会面临更大的痛苦,即区域性银行、商业房地产以及被评为垃圾级的公司借款人。</p><p style=\"text-align: justify;\">以研究收益率曲线作为衰退指标而闻名的Campbell Harvey日前在一份报告中表示,<strong>美国经济衰退的可能性正在上升,美联储已经将利率推高到足以使经济陷入停滞的程度。</strong></p><p style=\"text-align: justify;\">他写道,软着陆的可能性已经让位于经济收缩风险的增加。他认为,美联储加息周期的损害已经造成,目前许多投资者和经济学家太乐观了。 </p><p style=\"text-align: justify;\">他在接受彭博采访时也表达了与Michele类似的观点:</p><blockquote>我们现在正在做的是,尽可能对经济进行最积极的报道。现在看起来相安无事,<strong>我们似乎已经度过了区域银行危机,但这也许是暴风雨前的宁静。</strong>” </blockquote><p style=\"text-align: justify;\">Harvey发现,收益率曲线倒挂的持续时间“高度预测”衰退的持续时间,3个月和10年期美债收益率曲线的最后八次倒挂平均持续了11个月,随后发生的经济衰退平均持续12个月。“目前收益率曲线倒挂非常严重,需要一段时间才能恢复正常,”他说。 </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aa2a1510f02229c04e849f05ef5ec7d9\" tg-width=\"640\" tg-height=\"324\"/></p><p><br/></p></body></html>","source":"live_wallstreetcn","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>摩根大通首席投资官:现在市场是“暴风雨前的宁静”</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摩根大通首席投资官:现在市场是“暴风雨前的宁静”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-12 11:14 北京时间 <a href=https://wallstreetcn.com/articles/3690874><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:卜淑情区域性银行风暴过去,债务上限危机有惊无险,但美国经济可能还是避免不了陷入衰退。据CNBC上周报道,华尔街老将、摩根大通首席投资官Bob Michele在纽约总部接受采访时表示,当前的市场表现让他回想起,2008年金融危机期间该行庞大的资产管理部门曾陷入过“欺骗性的平静状态”。“这确实让我想起了2008年3-6月的那段时间,”Michele滔滔不绝地说着两者的相似之处。正如Michele...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3690874\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8510805ead8dec3ce6e50aec1d5904c7","relate_stocks":{".DJI":"道琼斯"},"source_url":"https://wallstreetcn.com/articles/3690874","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1194671627","content_text":"作者:卜淑情区域性银行风暴过去,债务上限危机有惊无险,但美国经济可能还是避免不了陷入衰退。据CNBC上周报道,华尔街老将、摩根大通首席投资官Bob Michele在纽约总部接受采访时表示,当前的市场表现让他回想起,2008年金融危机期间该行庞大的资产管理部门曾陷入过“欺骗性的平静状态”。“这确实让我想起了2008年3-6月的那段时间,”Michele滔滔不绝地说着两者的相似之处。正如Michele所言,十五年前的情况的确和当下几乎一样——投资者担心美国银行业的稳定性,摩根大通通过收购陷入困境的同行来缓解紧张情绪。今年5月份,摩根大通收购了小银行风暴中崩溃的第一共和银行,同样,2008年3月份,摩根大通收购了投行贝尔斯登。“市场认为出现了危机后政策做出回应,危机得到解决,”他说。“然后股市出现了为期三个月的稳定反弹。”美联储开启四十余年来最激进的加息周期后,市场和分析师都担心美国会因此步入衰退,但万万没想到,经济意外保持了一定弹性,5月非农新增就业数据超过预期,似乎打破了“衰退预言”。美股近期上涨也被视为新一轮牛市的开始。但对于从业四十余年的Michele来说,接下来的几个月只是暴风雨前的宁静。Michele负责管理摩根大通7000多亿美元的资产,同时也是该行资产管理部门固定收益部门的全球主管。他说,在1980年之前的可追溯加息周期中,经济衰退平均在美联储最后一次加息的13个月后开始。目前,市场预测美联储将在6月跳过加息,7月加息25基点。 在美联储完成加息后的那段模糊不清的时期,“美国并没有陷入衰退;看起来像是软着陆”,因为经济仍在增长,Michele说。但如果这一切在没有衰退的情况下结束,那将是一个奇迹。Michele说,到今年年底,经济可能会陷入衰退。尽管在新冠纾难基金的影响下,经济衰退开始时间可能会推迟,但一定会到来。我非常有信心,美国将在一年后陷入衰退。Michele表示,经济中的每个领域都可能面临一次清算,其中三个领域可能会面临更大的痛苦,即区域性银行、商业房地产以及被评为垃圾级的公司借款人。以研究收益率曲线作为衰退指标而闻名的Campbell Harvey日前在一份报告中表示,美国经济衰退的可能性正在上升,美联储已经将利率推高到足以使经济陷入停滞的程度。他写道,软着陆的可能性已经让位于经济收缩风险的增加。他认为,美联储加息周期的损害已经造成,目前许多投资者和经济学家太乐观了。 他在接受彭博采访时也表达了与Michele类似的观点:我们现在正在做的是,尽可能对经济进行最积极的报道。现在看起来相安无事,我们似乎已经度过了区域银行危机,但这也许是暴风雨前的宁静。” Harvey发现,收益率曲线倒挂的持续时间“高度预测”衰退的持续时间,3个月和10年期美债收益率曲线的最后八次倒挂平均持续了11个月,随后发生的经济衰退平均持续12个月。“目前收益率曲线倒挂非常严重,需要一段时间才能恢复正常,”他说。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1935,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}