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- lxtyzedulxtyzedu
  ·2025-11-24
  空头从一月份就开始做空单，现在已经亏的裤衩都没了，现在开始急了，开始疯狂喊话做空，疯狗一样乱咬，坐等看他们怎么被埋的
  不信英伟达(NVDA.US)财报！“大空头”继续炮轰：AI巨头延长GPU折旧以虚增盈利真实终端需求少得可笑
  迈克尔·伯里在社交平台上以其标志性的直率表达了对英伟达第三季度业绩的质疑，并指出，英伟达最狂热的支持者完全忽视了那些迟早会暴露的会计与经济现实。
  不信英伟达(NVDA.US)财报！“大空头”继续炮轰：AI巨头延长GPU折旧以虚增盈利真实终端需求少得可笑
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- lxtyzedulxtyzedu
  ·2025-07-29
  $英伟达(NVDA)$
  不只是卖库存了！报道称英伟达向台积电新订购30万块H20订单
  H20芯片需求强劲，英伟达改变此前仅依赖现有库存的策略，转而增加新的生产订单。据报道，新订单将补充已有的60万-70万块H20芯片库存。
  不只是卖库存了！报道称英伟达向台积电新订购30万块H20订单
  438 评论
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- lxtyzedulxtyzedu
  ·2025-07-29
  $英伟达(NVDA)$
  不只是卖库存了！报道称英伟达向台积电新订购30万块H20订单
  H20芯片需求强劲，英伟达改变此前仅依赖现有库存的策略，转而增加新的生产订单。据报道，新订单将补充已有的60万-70万块H20芯片库存。
  不只是卖库存了！报道称英伟达向台积电新订购30万块H20订单
  426 评论
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- lxtyzedulxtyzedu
  ·2025-07-29
  $英伟达(NVDA)$ mn 。
  不只是卖库存了！报道称英伟达向台积电新订购30万块H20订单
  H20芯片需求强劲，英伟达改变此前仅依赖现有库存的策略，转而增加新的生产订单。据报道，新订单将补充已有的60万-70万块H20芯片库存。
  不只是卖库存了！报道称英伟达向台积电新订购30万块H20订单
  631 评论
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href=\"https://laohu8.com/S/ORCL\">甲骨文</a>和英伟达等主要科技巨头之间AI投资协议的图片，并指责其中几家公司存在“可疑的收入确认”行为，暗示他们报告的增长可能并未反映真正的市场需求。他认为，“真实的终端需求少得可笑”，“几乎所有客户的资金都来自经销商”，并声称许多推动AI增长的客户本身就由向他们销售AI技术的公司资助——描绘了一个自我强化的循环，而非可持续的普及应用。</p><p><strong>“大空头”仍在坚持看空</strong></p><p>这位广为人知的对冲基金经理，因精准预言2008年美国次贷危机、并利用信用违约掉期大举做空次级抵押贷款债券而成为市场传奇。这笔押注为他本人带来了近1亿美元收益，为其投资者赚取了7亿至7.25亿美元。在业内，迈克尔·伯里以极度逆向投资而闻名，他能够忍受巨大的回撤，并在数年之后取得胜利。</p><p>在经历了长达数年的淡出公众视野后，迈克尔·伯里于今年11月重新回到公众视野。他此前多次警告称，美股科技估值存在由AI驱动的泡沫。他披露了对英伟达和<a href=\"https://laohu8.com/S/PLTR\">Palantir</a>(PLTR.US)的空头头寸，同时指责主要的AI支出方对其数据中心资产的折旧情况进行了不实陈述。</p><p>值得一提的是，就在近日，迈克尔·伯里突然宣布基金“清盘”，他旗下管理的Scion资产管理公司已从美国证券交易委员会(SEC)撤销注册。外界猜测，伯里可能计划将Scion转为家族办公室，这种顾问类型无需在SEC注册。他当时表示：“我对于证券价值的判断与市场行情并不一致，这种情况已经持续了一段时间了。”</p> <div></div> </div></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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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不信英伟达(NVDA.US)财报！“大空头”继续炮轰：AI巨头延长GPU折旧以虚增盈利 真实终端需求少得可笑\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-24 13:45 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1372612.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，英伟达(NVDA.US)上周交出了一份通常会让市场感到兴奋的业绩——其第三季度营收、利润以及对下一季度的展望均显著高于市场预期，该公司首席执行官黄仁勋也发声驳斥“AI泡沫论”。不过，正当投资者庆祝围绕AI交易的这场动荡稍事喘息之际，《大空头》原型人物、Scion资产管理公司创始人迈克尔·伯里再度对英伟达和AI泡沫进行抨击。迈克尔·伯里在社交平台上以其标志性的直率表达了对英伟达...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1372612.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img.zhitongcaijing.com/image/20251124/20251124122746_26916.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","relate_stocks":{"NVDA":"英伟达"},"source_url":"http://www.zhitongcaijing.com/content/detail/1372612.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2585599453","content_text":"智通财经APP获悉，英伟达(NVDA.US)上周交出了一份通常会让市场感到兴奋的业绩——其第三季度营收、利润以及对下一季度的展望均显著高于市场预期，该公司首席执行官黄仁勋也发声驳斥“AI泡沫论”。不过，正当投资者庆祝围绕AI交易的这场动荡稍事喘息之际，《大空头》原型人物、Scion资产管理公司创始人迈克尔·伯里再度对英伟达和AI泡沫进行抨击。迈克尔·伯里在社交平台上以其标志性的直率表达了对英伟达第三季度业绩的质疑，并指出，英伟达最狂热的支持者完全忽视了那些迟早会暴露的会计与经济现实。他反驳英伟达关于GPU使用寿命延长证明更长折旧期合理的说法，指出将利用率与价值创造混为一谈最终会虚增盈利。他写道：“仅仅因为某样东西被使用了，并不意味着它是有利可图的。”他举了一个例子，航空公司保留旧飞机，以提高假日季节的运力，但它们“利润微薄”，“根本不值钱”。迈克尔·伯里还警告称，AI的真实终端用户需求远低于各大科技公司所报告的规模。他发布了一张显示微软、OpenAI、甲骨文和英伟达等主要科技巨头之间AI投资协议的图片，并指责其中几家公司存在“可疑的收入确认”行为，暗示他们报告的增长可能并未反映真正的市场需求。他认为，“真实的终端需求少得可笑”，“几乎所有客户的资金都来自经销商”，并声称许多推动AI增长的客户本身就由向他们销售AI技术的公司资助——描绘了一个自我强化的循环，而非可持续的普及应用。“大空头”仍在坚持看空这位广为人知的对冲基金经理，因精准预言2008年美国次贷危机、并利用信用违约掉期大举做空次级抵押贷款债券而成为市场传奇。这笔押注为他本人带来了近1亿美元收益，为其投资者赚取了7亿至7.25亿美元。在业内，迈克尔·伯里以极度逆向投资而闻名，他能够忍受巨大的回撤，并在数年之后取得胜利。在经历了长达数年的淡出公众视野后，迈克尔·伯里于今年11月重新回到公众视野。他此前多次警告称，美股科技估值存在由AI驱动的泡沫。他披露了对英伟达和Palantir(PLTR.US)的空头头寸，同时指责主要的AI支出方对其数据中心资产的折旧情况进行了不实陈述。值得一提的是，就在近日，迈克尔·伯里突然宣布基金“清盘”，他旗下管理的Scion资产管理公司已从美国证券交易委员会(SEC)撤销注册。外界猜测，伯里可能计划将Scion转为家族办公室，这种顾问类型无需在SEC注册。他当时表示：“我对于证券价值的判断与市场行情并不一致，这种情况已经持续了一段时间了。”","news_type":1,"symbols_score_info":{"NVDA":1.5}},"isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":461886784053712,"gmtCreate":1753784237545,"gmtModify":1753784804917,"author":{"id":"3544573955836308","authorId":"3544573955836308","name":"lxtyzedu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3544573955836308","idStr":"3544573955836308"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp; &nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp; &nbsp;&nbsp;","text":"$英伟达(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/461886784053712","repostId":"2555608215","repostType":4,"repost":{"id":"2555608215","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1753769262,"share":"https://www.laohu8.com/m/news/2555608215?lang=zh_CN&edition=full","pubTime":"2025-07-29 14:07","market":"nz","language":"zh","title":"不只是卖库存了！报道称英伟达向台积电新订购30万块H20订单","url":"https://stock-news.laohu8.com/highlight/detail?id=2555608215","media":"华尔街见闻","summary":"H20芯片需求强劲，英伟达改变此前仅依赖现有库存的策略，转而增加新的生产订单。据报道，新订单将补充已有的60万-70万块H20芯片库存。","content":"<html><head></head><body><blockquote><p>H20芯片需求强劲，英伟达改变此前仅依赖现有库存的策略，转而增加新的生产订单。据报道，新订单将补充已有的60万-70万块H20芯片库存。</p></blockquote><p style=\"text-align: justify;\">H20芯片需求强劲，英伟达改变此前仅依赖现有库存的策略，转而增加新的生产订单。</p><p style=\"text-align: left;\">周二，媒体援引知情人士报道称，<strong>英伟达正式向台积电下达30万块H20芯片的新订单，补充已有的60万-70万块H20芯片库存。</strong>这一决策明确表明该公司不仅仅是在消化现有库存，而是重新启动了为市场定制AI芯片的生产线。</p><p style=\"text-align: justify;\">这一决定驳斥了此前的报道。见闻此前文章提到，有媒体报道，<strong>英伟达已告知客户，H20人工智能芯片库存有限，并且目前没有计划重启生产。</strong>因此，当时有人推测，英伟达只会履行现有库存所能支持的订单。</p><p style=\"text-align: left;\">分析师认为，此次增加订单表明英伟达看好未来GPU市场前景，对该公司长期业绩增长构成积极支撑。根据美国研究公司SemiAnalysis的数据，英伟达2024年已售出约100万块H20芯片，新增订单将进一步巩固其市场地位。</p><h2 id=\"id_1259098078\" style=\"text-align: left;\">H20芯片需求强劲，英伟达重启生产</h2><p style=\"text-align: justify;\">据央视新闻，黄仁勋本月稍早前表示，美国政府已批准出口许可，将开始向中国市场销售H20芯片。</p><p style=\"text-align: left;\">对于如何满足市场需求，黄仁勋强调，H20订单的水平将决定是否重启生产，并补充说重启供应链需要九个月的时间。此次新增订单显然表明市场需求已达到足以支持重启生产的水平。</p><p style=\"text-align: left;\">媒体援引的其中一位消息人士特别指出，强劲的市场需求导致这家美国公司改变了仅依赖现有库存的想法。</p><p style=\"text-align: left;\">此外，多位消息人士透露，<strong>英伟达已要求H20芯片的意向客户提交新的文件，包括客户的订单量预测。这表明英伟达正在为潜在的大规模生产做准备。</strong></p><p style=\"text-align: left;\">尽管英伟达已增加订单，但该公司仍需从美国政府获得出口许可证才能发货。据路透社报道的消息人士表示，美国商务部尚未批准这些许可证。而英伟达在7月中旬曾表示，已获美国当局保证将很快获得这些许可证。</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>不只是卖库存了！报道称英伟达向台积电新订购30万块H20订单</title>\n<style 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href=\"https://wallstreetcn.com/articles/3752114\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"LU1868837722.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"2\" (USD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","BK4585":"ETF&股票定投概念","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM 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INC"},"source_url":"https://wallstreetcn.com/articles/3752114","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2555608215","content_text":"H20芯片需求强劲，英伟达改变此前仅依赖现有库存的策略，转而增加新的生产订单。据报道，新订单将补充已有的60万-70万块H20芯片库存。H20芯片需求强劲，英伟达改变此前仅依赖现有库存的策略，转而增加新的生产订单。周二，媒体援引知情人士报道称，英伟达正式向台积电下达30万块H20芯片的新订单，补充已有的60万-70万块H20芯片库存。这一决策明确表明该公司不仅仅是在消化现有库存，而是重新启动了为市场定制AI芯片的生产线。这一决定驳斥了此前的报道。见闻此前文章提到，有媒体报道，英伟达已告知客户，H20人工智能芯片库存有限，并且目前没有计划重启生产。因此，当时有人推测，英伟达只会履行现有库存所能支持的订单。分析师认为，此次增加订单表明英伟达看好未来GPU市场前景，对该公司长期业绩增长构成积极支撑。根据美国研究公司SemiAnalysis的数据，英伟达2024年已售出约100万块H20芯片，新增订单将进一步巩固其市场地位。H20芯片需求强劲，英伟达重启生产据央视新闻，黄仁勋本月稍早前表示，美国政府已批准出口许可，将开始向中国市场销售H20芯片。对于如何满足市场需求，黄仁勋强调，H20订单的水平将决定是否重启生产，并补充说重启供应链需要九个月的时间。此次新增订单显然表明市场需求已达到足以支持重启生产的水平。媒体援引的其中一位消息人士特别指出，强劲的市场需求导致这家美国公司改变了仅依赖现有库存的想法。此外，多位消息人士透露，英伟达已要求H20芯片的意向客户提交新的文件，包括客户的订单量预测。这表明英伟达正在为潜在的大规模生产做准备。尽管英伟达已增加订单，但该公司仍需从美国政府获得出口许可证才能发货。据路透社报道的消息人士表示，美国商务部尚未批准这些许可证。而英伟达在7月中旬曾表示，已获美国当局保证将很快获得这些许可证。","news_type":1,"symbols_score_info":{"NVDA":1.1,"TSM":1.1}},"isVote":1,"tweetType":1,"viewCount":438,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":461888212381952,"gmtCreate":1753784229417,"gmtModify":1753784804872,"author":{"id":"3544573955836308","authorId":"3544573955836308","name":"lxtyzedu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3544573955836308","idStr":"3544573955836308"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp;&nbsp;","text":"$英伟达(NVDA)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/461888212381952","repostId":"2555608215","repostType":4,"repost":{"id":"2555608215","kind":"highlight","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1753769262,"share":"https://www.laohu8.com/m/news/2555608215?lang=zh_CN&edition=full","pubTime":"2025-07-29 14:07","market":"nz","language":"zh","title":"不只是卖库存了！报道称英伟达向台积电新订购30万块H20订单","url":"https://stock-news.laohu8.com/highlight/detail?id=2555608215","media":"华尔街见闻","summary":"H20芯片需求强劲，英伟达改变此前仅依赖现有库存的策略，转而增加新的生产订单。据报道，新订单将补充已有的60万-70万块H20芯片库存。","content":"<html><head></head><body><blockquote><p>H20芯片需求强劲，英伟达改变此前仅依赖现有库存的策略，转而增加新的生产订单。据报道，新订单将补充已有的60万-70万块H20芯片库存。</p></blockquote><p style=\"text-align: justify;\">H20芯片需求强劲，英伟达改变此前仅依赖现有库存的策略，转而增加新的生产订单。</p><p style=\"text-align: left;\">周二，媒体援引知情人士报道称，<strong>英伟达正式向台积电下达30万块H20芯片的新订单，补充已有的60万-70万块H20芯片库存。</strong>这一决策明确表明该公司不仅仅是在消化现有库存，而是重新启动了为市场定制AI芯片的生产线。</p><p style=\"text-align: justify;\">这一决定驳斥了此前的报道。见闻此前文章提到，有媒体报道，<strong>英伟达已告知客户，H20人工智能芯片库存有限，并且目前没有计划重启生产。</strong>因此，当时有人推测，英伟达只会履行现有库存所能支持的订单。</p><p style=\"text-align: left;\">分析师认为，此次增加订单表明英伟达看好未来GPU市场前景，对该公司长期业绩增长构成积极支撑。根据美国研究公司SemiAnalysis的数据，英伟达2024年已售出约100万块H20芯片，新增订单将进一步巩固其市场地位。</p><h2 id=\"id_1259098078\" style=\"text-align: left;\">H20芯片需求强劲，英伟达重启生产</h2><p style=\"text-align: justify;\">据央视新闻，黄仁勋本月稍早前表示，美国政府已批准出口许可，将开始向中国市场销售H20芯片。</p><p style=\"text-align: left;\">对于如何满足市场需求，黄仁勋强调，H20订单的水平将决定是否重启生产，并补充说重启供应链需要九个月的时间。此次新增订单显然表明市场需求已达到足以支持重启生产的水平。</p><p style=\"text-align: left;\">媒体援引的其中一位消息人士特别指出，强劲的市场需求导致这家美国公司改变了仅依赖现有库存的想法。</p><p style=\"text-align: left;\">此外，多位消息人士透露，<strong>英伟达已要求H20芯片的意向客户提交新的文件，包括客户的订单量预测。这表明英伟达正在为潜在的大规模生产做准备。</strong></p><p style=\"text-align: left;\">尽管英伟达已增加订单，但该公司仍需从美国政府获得出口许可证才能发货。据路透社报道的消息人士表示，美国商务部尚未批准这些许可证。而英伟达在7月中旬曾表示，已获美国当局保证将很快获得这些许可证。</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>不只是卖库存了！报道称英伟达向台积电新订购30万块H20订单</title>\n<style 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href=\"https://wallstreetcn.com/articles/3752114\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"LU1868837722.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"2\" (USD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","BK4585":"ETF&股票定投概念","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM 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INC"},"source_url":"https://wallstreetcn.com/articles/3752114","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2555608215","content_text":"H20芯片需求强劲，英伟达改变此前仅依赖现有库存的策略，转而增加新的生产订单。据报道，新订单将补充已有的60万-70万块H20芯片库存。H20芯片需求强劲，英伟达改变此前仅依赖现有库存的策略，转而增加新的生产订单。周二，媒体援引知情人士报道称，英伟达正式向台积电下达30万块H20芯片的新订单，补充已有的60万-70万块H20芯片库存。这一决策明确表明该公司不仅仅是在消化现有库存，而是重新启动了为市场定制AI芯片的生产线。这一决定驳斥了此前的报道。见闻此前文章提到，有媒体报道，英伟达已告知客户，H20人工智能芯片库存有限，并且目前没有计划重启生产。因此，当时有人推测，英伟达只会履行现有库存所能支持的订单。分析师认为，此次增加订单表明英伟达看好未来GPU市场前景，对该公司长期业绩增长构成积极支撑。根据美国研究公司SemiAnalysis的数据，英伟达2024年已售出约100万块H20芯片，新增订单将进一步巩固其市场地位。H20芯片需求强劲，英伟达重启生产据央视新闻，黄仁勋本月稍早前表示，美国政府已批准出口许可，将开始向中国市场销售H20芯片。对于如何满足市场需求，黄仁勋强调，H20订单的水平将决定是否重启生产，并补充说重启供应链需要九个月的时间。此次新增订单显然表明市场需求已达到足以支持重启生产的水平。媒体援引的其中一位消息人士特别指出，强劲的市场需求导致这家美国公司改变了仅依赖现有库存的想法。此外，多位消息人士透露，英伟达已要求H20芯片的意向客户提交新的文件，包括客户的订单量预测。这表明英伟达正在为潜在的大规模生产做准备。尽管英伟达已增加订单，但该公司仍需从美国政府获得出口许可证才能发货。据路透社报道的消息人士表示，美国商务部尚未批准这些许可证。而英伟达在7月中旬曾表示，已获美国当局保证将很快获得这些许可证。","news_type":1,"symbols_score_info":{"NVDA":1.1,"TSM":1.1}},"isVote":1,"tweetType":1,"viewCount":426,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":461889710424080,"gmtCreate":1753784222440,"gmtModify":1753784805238,"author":{"id":"3544573955836308","authorId":"3544573955836308","name":"lxtyzedu","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3544573955836308","idStr":"3544573955836308"},"themes":[],"htmlText":"<a 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14:07","market":"nz","language":"zh","title":"不只是卖库存了！报道称英伟达向台积电新订购30万块H20订单","url":"https://stock-news.laohu8.com/highlight/detail?id=2555608215","media":"华尔街见闻","summary":"H20芯片需求强劲，英伟达改变此前仅依赖现有库存的策略，转而增加新的生产订单。据报道，新订单将补充已有的60万-70万块H20芯片库存。","content":"<html><head></head><body><blockquote><p>H20芯片需求强劲，英伟达改变此前仅依赖现有库存的策略，转而增加新的生产订单。据报道，新订单将补充已有的60万-70万块H20芯片库存。</p></blockquote><p style=\"text-align: justify;\">H20芯片需求强劲，英伟达改变此前仅依赖现有库存的策略，转而增加新的生产订单。</p><p style=\"text-align: left;\">周二，媒体援引知情人士报道称，<strong>英伟达正式向台积电下达30万块H20芯片的新订单，补充已有的60万-70万块H20芯片库存。</strong>这一决策明确表明该公司不仅仅是在消化现有库存，而是重新启动了为市场定制AI芯片的生产线。</p><p style=\"text-align: justify;\">这一决定驳斥了此前的报道。见闻此前文章提到，有媒体报道，<strong>英伟达已告知客户，H20人工智能芯片库存有限，并且目前没有计划重启生产。</strong>因此，当时有人推测，英伟达只会履行现有库存所能支持的订单。</p><p style=\"text-align: left;\">分析师认为，此次增加订单表明英伟达看好未来GPU市场前景，对该公司长期业绩增长构成积极支撑。根据美国研究公司SemiAnalysis的数据，英伟达2024年已售出约100万块H20芯片，新增订单将进一步巩固其市场地位。</p><h2 id=\"id_1259098078\" style=\"text-align: left;\">H20芯片需求强劲，英伟达重启生产</h2><p style=\"text-align: justify;\">据央视新闻，黄仁勋本月稍早前表示，美国政府已批准出口许可，将开始向中国市场销售H20芯片。</p><p style=\"text-align: left;\">对于如何满足市场需求，黄仁勋强调，H20订单的水平将决定是否重启生产，并补充说重启供应链需要九个月的时间。此次新增订单显然表明市场需求已达到足以支持重启生产的水平。</p><p style=\"text-align: left;\">媒体援引的其中一位消息人士特别指出，强劲的市场需求导致这家美国公司改变了仅依赖现有库存的想法。</p><p style=\"text-align: left;\">此外，多位消息人士透露，<strong>英伟达已要求H20芯片的意向客户提交新的文件，包括客户的订单量预测。这表明英伟达正在为潜在的大规模生产做准备。</strong></p><p style=\"text-align: left;\">尽管英伟达已增加订单，但该公司仍需从美国政府获得出口许可证才能发货。据路透社报道的消息人士表示，美国商务部尚未批准这些许可证。而英伟达在7月中旬曾表示，已获美国当局保证将很快获得这些许可证。</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>不只是卖库存了！报道称英伟达向台积电新订购30万块H20订单</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不只是卖库存了！报道称英伟达向台积电新订购30万块H20订单\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-29 14:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3752114><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>H20芯片需求强劲，英伟达改变此前仅依赖现有库存的策略，转而增加新的生产订单。据报道，新订单将补充已有的60万-70万块H20芯片库存。H20芯片需求强劲，英伟达改变此前仅依赖现有库存的策略，转而增加新的生产订单。周二，媒体援引知情人士报道称，英伟达正式向台积电下达30万块H20芯片的新订单，补充已有的60万-70万块H20芯片库存。这一决策明确表明该公司不仅仅是在消化现有库存，而是重新启动了为...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3752114\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"LU1868837722.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"2\" (USD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","BK4585":"ETF&股票定投概念","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM 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ACC","NVDA":"英伟达","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC"},"source_url":"https://wallstreetcn.com/articles/3752114","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2555608215","content_text":"H20芯片需求强劲，英伟达改变此前仅依赖现有库存的策略，转而增加新的生产订单。据报道，新订单将补充已有的60万-70万块H20芯片库存。H20芯片需求强劲，英伟达改变此前仅依赖现有库存的策略，转而增加新的生产订单。周二，媒体援引知情人士报道称，英伟达正式向台积电下达30万块H20芯片的新订单，补充已有的60万-70万块H20芯片库存。这一决策明确表明该公司不仅仅是在消化现有库存，而是重新启动了为市场定制AI芯片的生产线。这一决定驳斥了此前的报道。见闻此前文章提到，有媒体报道，英伟达已告知客户，H20人工智能芯片库存有限，并且目前没有计划重启生产。因此，当时有人推测，英伟达只会履行现有库存所能支持的订单。分析师认为，此次增加订单表明英伟达看好未来GPU市场前景，对该公司长期业绩增长构成积极支撑。根据美国研究公司SemiAnalysis的数据，英伟达2024年已售出约100万块H20芯片，新增订单将进一步巩固其市场地位。H20芯片需求强劲，英伟达重启生产据央视新闻，黄仁勋本月稍早前表示，美国政府已批准出口许可，将开始向中国市场销售H20芯片。对于如何满足市场需求，黄仁勋强调，H20订单的水平将决定是否重启生产，并补充说重启供应链需要九个月的时间。此次新增订单显然表明市场需求已达到足以支持重启生产的水平。媒体援引的其中一位消息人士特别指出，强劲的市场需求导致这家美国公司改变了仅依赖现有库存的想法。此外，多位消息人士透露，英伟达已要求H20芯片的意向客户提交新的文件，包括客户的订单量预测。这表明英伟达正在为潜在的大规模生产做准备。尽管英伟达已增加订单，但该公司仍需从美国政府获得出口许可证才能发货。据路透社报道的消息人士表示，美国商务部尚未批准这些许可证。而英伟达在7月中旬曾表示，已获美国当局保证将很快获得这些许可证。","news_type":1,"symbols_score_info":{"NVDA":1.1,"TSM":1.1}},"isVote":1,"tweetType":1,"viewCount":631,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":false}