社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
香蕉大皮也大
IP属地：北京
+关注
帖子 · 48
帖子 · 48
关注 · 0
关注 · 0
粉丝 · 0
粉丝 · 0
香蕉大皮也大
香蕉大皮也大
·
01-29
老黄你是个实在人吗
黄仁勋：英伟达今年将实现大幅增长，台积电未来十年需要大幅增加产能
29日，英伟达CEO黄仁勋称，对Rubin的需求令人难以置信的强劲。能源对美国、台湾和欧洲来说是一个巨大挑战。正与英特尔合作开发定制x86处理器。台积电未来十年需要大幅增加产能。
黄仁勋：英伟达今年将实现大幅增长，台积电未来十年需要大幅增加产能
看
65
回复
评论
点赞
1
编组 21备份 2
分享
举报
香蕉大皮也大
香蕉大皮也大
·
01-27
14什么意思
看
268
回复
评论
点赞
1
编组 21备份 2
分享
举报
香蕉大皮也大
香蕉大皮也大
·
01-19
8000中多少呢
看
456
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
香蕉大皮也大
香蕉大皮也大
·
01-15
$燃石医学(BNR)$
这什么👻
看
262
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
香蕉大皮也大
香蕉大皮也大
·
01-15
一个个的 认值 价值
看
379
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
香蕉大皮也大
香蕉大皮也大
·
01-15
mark 什么公司
放弃英伟达“乐高模式”：OpenAI豪赌晶圆级架构，百亿美元押注Cerebras单芯片算力革命！
具体来说，OpenAI与Cerebras达成多年期战略合作，将通过后者提供的硬件获得相当于750兆瓦功耗规模的算力支持，以加速人工智能基础设施的快速扩建。根据两家公司周三发布的联合声明，OpenAI已将Cerebras纳入其计算供应商体系，此举旨在实现AI模型运行时更短的响应时间。该基础设施将采取分阶段建设模式，预计在2028年前完成全部部署，并由Cerebras负责托管运营。根据双方联合声明，Cerebras与OpenAI自2017年起便持续探讨技术合作路径。
放弃英伟达“乐高模式”：OpenAI豪赌晶圆级架构，百亿美元押注Cerebras单芯片算力革命！
看
308
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
香蕉大皮也大
香蕉大皮也大
·
01-15
？？？
看
416
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
香蕉大皮也大
香蕉大皮也大
·
01-12
mark
看
339
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
香蕉大皮也大
香蕉大皮也大
·
01-12
$平安生物医药(PASW)$
这是什么东西
看
479
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
香蕉大皮也大
香蕉大皮也大
·
01-12
？？？
知乎-W(02390)1月9日斥资11.66万美元回购9.9万股
智通财经APP讯，知乎-W(02390)发布公告，于2026年1月9日斥资11.66万美元回购9.9万股。
知乎-W(02390)1月9日斥资11.66万美元回购9.9万股
看
396
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
加载更多
热议股票
{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"4090487371938690","uuid":"4090487371938690","gmtCreate":1627385287369,"gmtModify":1627385287369,"name":"香蕉大皮也大","pinyin":"xjdpydxiangjiaodapiyeda","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":20,"tweetSize":48,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":1,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-2","templateUuid":"35ec162348d5460f88c959321e554969","name":"宗师交易员","description":"证券或期货账户累计交易次数达到100次","bigImgUrl":"https://static.tigerbbs.com/ad22cfbe2d05aa393b18e9226e4b0307","smallImgUrl":"https://static.tigerbbs.com/36702e6ff3ffe46acafee66cc85273ca","grayImgUrl":"https://static.tigerbbs.com/d52eb88fa385cf5abe2616ed63781765","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.01.30","exceedPercentage":"80.44%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.11.02","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-3","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"偶像虎友","description":"加入老虎社区1500天","bigImgUrl":"https://static.tigerbbs.com/8b40ae7da5bf081a1c84df14bf9e6367","smallImgUrl":"https://static.tigerbbs.com/f160eceddd7c284a8e1136557615cfad","grayImgUrl":"https://static.tigerbbs.com/11792805c468334a9b31c39f95a41c6a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.09.11","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.07.14","exceedPercentage":"93.43%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":7,"crmLevelSwitch":0,"location":"北京","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":4,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":527036744094664,"gmtCreate":1769679280722,"gmtModify":1769679283310,"author":{"id":"4090487371938690","authorId":"4090487371938690","name":"香蕉大皮也大","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090487371938690","idStr":"4090487371938690"},"themes":[],"title":"","htmlText":"老黄你是个实在人吗","listText":"老黄你是个实在人吗","text":"老黄你是个实在人吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/527036744094664","repostId":"1147386700","repostType":2,"repost":{"id":"1147386700","kind":"news","pubTimestamp":1769665546,"share":"https://www.laohu8.com/m/news/1147386700?lang=zh_CN&edition=full","pubTime":"2026-01-29 13:45","market":"us","language":"zh","title":"黄仁勋：英伟达今年将实现大幅增长，台积电未来十年需要大幅增加产能","url":"https://stock-news.laohu8.com/highlight/detail?id=1147386700","media":"华尔街见闻","summary":"29日，英伟达CEO黄仁勋称，对Rubin的需求令人难以置信的强劲。能源对美国、台湾和欧洲来说是一个巨大挑战。正与英特尔合作开发定制x86处理器。台积电未来十年需要大幅增加产能。","content":"<html><head></head><body><p>29日，英伟达CEO黄仁勋称，对Rubin的需求令人难以置信的强劲。</p><p>能源对美国、台湾和欧洲来说是一个巨大挑战。正与英特尔合作开发定制x86处理器。</p><p>台积电未来十年需要大幅增加产能。</p></body></html>","source":"lsy1762389672944","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>黄仁勋：英伟达今年将实现大幅增长，台积电未来十年需要大幅增加产能</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黄仁勋：英伟达今年将实现大幅增长，台积电未来十年需要大幅增加产能\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-29 13:45 北京时间 <a href=https://wallstreetcn.com/articles/3764440><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>29日，英伟达CEO黄仁勋称，对Rubin的需求令人难以置信的强劲。能源对美国、台湾和欧洲来说是一个巨大挑战。正与英特尔合作开发定制x86处理器。台积电未来十年需要大幅增加产能。</p>\n\n<a href=\"https://wallstreetcn.com/articles/3764440\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"TSM":"台积电","NVDA":"英伟达"},"source_url":"https://wallstreetcn.com/articles/3764440","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1147386700","content_text":"29日，英伟达CEO黄仁勋称，对Rubin的需求令人难以置信的强劲。能源对美国、台湾和欧洲来说是一个巨大挑战。正与英特尔合作开发定制x86处理器。台积电未来十年需要大幅增加产能。","news_type":1,"symbols_score_info":{"TSM":2,"NVDA":2}},"isVote":1,"tweetType":1,"viewCount":65,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":526204017755384,"gmtCreate":1769492667780,"gmtModify":1769492670214,"author":{"id":"4090487371938690","authorId":"4090487371938690","name":"香蕉大皮也大","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090487371938690","idStr":"4090487371938690"},"themes":[],"htmlText":"14什么意思","listText":"14什么意思","text":"14什么意思","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/526204017755384","isVote":1,"tweetType":1,"viewCount":268,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":523317353968056,"gmtCreate":1768786508096,"gmtModify":1768786511546,"author":{"id":"4090487371938690","authorId":"4090487371938690","name":"香蕉大皮也大","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090487371938690","idStr":"4090487371938690"},"themes":[],"htmlText":"8000中多少呢","listText":"8000中多少呢","text":"8000中多少呢","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/523317353968056","isVote":1,"tweetType":1,"viewCount":456,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":522057880707512,"gmtCreate":1768491593374,"gmtModify":1768491598290,"author":{"id":"4090487371938690","authorId":"4090487371938690","name":"香蕉大皮也大","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090487371938690","idStr":"4090487371938690"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/BNR\">$燃石医学(BNR)$</a> 这什么👻","listText":"<a href=\"https://laohu8.com/S/BNR\">$燃石医学(BNR)$</a> 这什么👻","text":"$燃石医学(BNR)$ 这什么👻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522057880707512","isVote":1,"tweetType":1,"viewCount":262,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":522009544005040,"gmtCreate":1768479771635,"gmtModify":1768479773942,"author":{"id":"4090487371938690","authorId":"4090487371938690","name":"香蕉大皮也大","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090487371938690","idStr":"4090487371938690"},"themes":[],"htmlText":"一个个的 认值 价值","listText":"一个个的 认值 价值","text":"一个个的 认值 价值","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/522009544005040","isVote":1,"tweetType":1,"viewCount":379,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521968263258824,"gmtCreate":1768469715945,"gmtModify":1768469719481,"author":{"id":"4090487371938690","authorId":"4090487371938690","name":"香蕉大皮也大","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090487371938690","idStr":"4090487371938690"},"themes":[],"title":"","htmlText":"mark 什么公司","listText":"mark 什么公司","text":"mark 什么公司","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521968263258824","repostId":"2603625265","repostType":2,"repost":{"id":"2603625265","kind":"news","pubTimestamp":1768437675,"share":"https://www.laohu8.com/m/news/2603625265?lang=zh_CN&edition=full","pubTime":"2026-01-15 08:41","market":"hk","language":"zh","title":"放弃英伟达“乐高模式”：OpenAI豪赌晶圆级架构，百亿美元押注Cerebras单芯片算力革命！","url":"https://stock-news.laohu8.com/highlight/detail?id=2603625265","media":"智通财经","summary":"具体来说，OpenAI与Cerebras达成多年期战略合作，将通过后者提供的硬件获得相当于750兆瓦功耗规模的算力支持，以加速人工智能基础设施的快速扩建。根据两家公司周三发布的联合声明，OpenAI已将Cerebras纳入其计算供应商体系，此举旨在实现AI模型运行时更短的响应时间。该基础设施将采取分阶段建设模式，预计在2028年前完成全部部署，并由Cerebras负责托管运营。根据双方联合声明，Cerebras与OpenAI自2017年起便持续探讨技术合作路径。","content":"<html><body><p>智通财经APP获悉，2026年1月14日，美股市场在多重负面因素的共振下经历了剧烈波动，三大股指集体收跌，纳斯达克指数以约1%的跌幅领跌大盘。作为市场核心驱动力的科技板块成为当日跌势的重灾区，尤其是半导体行业遭遇了地缘政治与竞争格局改变的双重打击。值得注意的是，OpenAI与AI芯片初创公司Cerebras Systems达成的一项价值100亿美元、涉及750兆瓦算力供应的重磅交易，在客观上对科技股的跌势起到了推波助澜的作用。</p><p>具体来说，OpenAI与Cerebras达成多年期战略合作，将通过后者提供的硬件获得相当于750兆瓦功耗规模的算力支持，以加速人工智能基础设施的快速扩建。根据两家公司周三发布的联合声明，OpenAI已将Cerebras纳入其计算供应商体系，此举旨在实现AI模型运行时更短的响应时间。该基础设施将采取分阶段建设模式，预计在2028年前完成全部部署，并由Cerebras负责托管运营。尽管具体交易条款尚未披露，但知情人士透露，此次合作协议的总规模已超过100亿美元。</p><p>OpenAI联合创始人兼总裁格雷格·布罗克曼表示：“通过此次合作，ChatGPT将不仅成为能力最强的AI平台，更将实现速度上的全面领先。”他进一步强调，这种突破性的响应速度将有效解锁“下一代AI应用场景”，并加速推动“下一个十亿用户”融入人工智能生态。</p><p><span>把AI装进一块“晶圆盘”里：Cerebras的WSE-3如何为OpenAI带来15倍推理速度</span></p><p>据了解，半导体初创企业Cerebras首创基于超大型芯片的独特信息处理架构，正积极推动其技术的广泛应用以挑战市场领导者<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)。不同于英伟达采用的\"集群化\"技术路径，Cerebras选择了\"晶圆级(Wafer-Scale)\"创新方向。其旗舰产品WSE-3是一块尺寸堪比餐盘的单体芯片(面积达46,255平方毫米)，直接基于整块12英寸硅晶圆制造而成。Cerebras的核心技术逻辑在于：相较于让数据在成千上万个芯片间进行\"长途跋涉\"式传输，不如将超90万个AI核心与海量内存单元集成于同一巨型芯片内，从而彻底消除跨芯片通信带来的性能瓶颈。</p><p>在应用场景维度，Cerebras的核心优势体现为极致的推理速度表现。以运行Llama 4等超大模型为例，其单芯片架构可实现每秒近千词的低延迟输出，这种特性使其天然适配对交互实时性要求严苛的场景，如智能体(Agent)决策、代码实时生成等应用。更值得关注的是，开发者无需接触复杂的分布式集群配置，仅需以单台计算机的编程模式即可完成部署，降低了AI模型的开发与运维门槛。</p><p>总体而言，如果把英伟达比作“乐高积木”，你可以通过堆叠无数块积木盖出摩天大楼，虽然连接处会有损耗，但非常灵活;那么 Cerebras 就是“一块完整的巨型<a href=\"https://laohu8.com/S/600696\">岩石</a>”，它结构紧密、效率极高，但一旦定型就无法轻易拆分，且制造难度极大。</p><p>这也是为什么 OpenAI 选择与 Cerebras 合作：在 2026 年，随着 AI 模型向“实时互动”转型，推理速度成为了比训练规模更关键的战场，而 Cerebras 的巨型芯片恰恰在这个细分赛道上具备压倒性优势。</p><p>与此同时，该公司通过运营自有数据中心展示其硬件组件的性能优势，并构建稳定的经常性收入体系。此次与OpenAI达成的高规格战略合作协议，不仅验证了其技术实力，更使Cerebras有望参与分享当前全球正在投入人工智能计算新基础设施建设的<a href=\"https://laohu8.com/S/SBAY\">数百亿</a>美元市场机遇。</p><p>Cerebras创始人兼首席执行官安德鲁·费尔德曼强调，AI推理阶段——即模型响应查询的过程——对于技术进步具有关键意义，而这也正是其产品的核心竞争力所在。</p><p>在接受采访时，费尔德曼进一步阐释：“我们选择创新且差异化的架构设计，不仅因为其能实现更快的响应速度，更在于它能为合作伙伴创造显著价值。此次与OpenAI等头部机构达成的战略合作，不仅让Cerebras成功跻身行业头部阵营，更标志着高速推理技术正式进入主流应用阶段。”</p><p>值得注意的是，Cerebras目前正积极推进融资进程，为潜在的首次公开募股(IPO)做准备。据知情人士本周早些时候透露，该公司已就一轮约10亿美元的新融资展开讨论。该人士还表示，在此轮融资完成前，这家初创企业的估值已达到约220亿美元。</p><p><span>OpenAI百亿算力订单震撼市场：Cerebras技术突围撼动英伟达王座</span></p><p>对于OpenAI而言，此次与Cerebras的协议仅是其为扩大算力而达成的最新一笔大型数据中心交易，这深刻反映了科技行业史无前例的战略共识——市场对高能耗AI工具的需求将长期维持高位增长态势。</p><p>具体来看行业动态：去年9月，英伟达宣布将对OpenAI进行高达1000亿美元的战略投资，专项用于建设AI基础设施及电力容量至少达10吉瓦的新数据中心;10月，<a href=\"https://laohu8.com/S/AMD\">AMD</a>(AMD.US)披露将多年内为OpenAI部署相当于6吉瓦的图形处理单元，值得注意的是，1吉瓦的电力容量约相当于一座常规核电站的装机规模。与此同时，开发ChatGPT等AI工具的OpenAI正与<a href=\"https://laohu8.com/S/AVGO\">博通</a>(AVGO.US)合作研发自研芯片，进一步强化技术自主性。</p><p>根据双方联合声明，Cerebras与OpenAI自2017年起便持续探讨技术合作路径。此次合作成果显著，Cerebras近期在支持OpenAI的GPT-OSS-120B模型运行中展现出突破性优势——其处理速度较传统硬件提升15倍，充分验证了晶圆级架构在超大模型推理场景中的性能潜力。</p><p>尽管该协议展示了AI行业的增长活力，但其天文数字级的合同金额进一步加剧了市场对科技巨头资本开支压力的焦虑。投资者日益担心AI基础设施投入已演变为“利润黑洞”，大规模的持续性支出可能在未来数年内严重侵蚀大型科技公司的利润率，从而对板块的整体盈利前景产生怀疑并引发抛售。</p><p>此外，这笔百亿大单也标志着AI算力市场垄断格局的松动，对现有巨头的估值逻辑产生了深远影响。Cerebras凭借其“晶圆级芯片”在推理速度上的技术优势，获得了顶级AI机构的战略背书，这直接挑战了英伟达在高性能AI芯片领域的绝对统治地位。市场对英伟达及其生态伙伴的长期溢价空间正展开新一轮评估，竞争加剧预期与资本效率担忧交织影响，促使科技股在1月14日交易日内呈现调整态势。</p></body></html>","source":"stock_zhitongcaijing","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>放弃英伟达“乐高模式”：OpenAI豪赌晶圆级架构，百亿美元押注Cerebras单芯片算力革命！</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放弃英伟达“乐高模式”：OpenAI豪赌晶圆级架构，百亿美元押注Cerebras单芯片算力革命！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-15 08:41 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1393068.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，2026年1月14日，美股市场在多重负面因素的共振下经历了剧烈波动，三大股指集体收跌，纳斯达克指数以约1%的跌幅领跌大盘。作为市场核心驱动力的科技板块成为当日跌势的重灾区，尤其是半导体行业遭遇了地缘政治与竞争格局改变的双重打击。值得注意的是，OpenAI与AI芯片初创公司Cerebras Systems达成的一项价值100亿美元、涉及750兆瓦算力供应的重磅交易，在客观上对...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1393068.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU1718418525.SGD":"JPMorgan Investment Funds - Global Select Equity A (acc) SGD","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU2381873111.SGD":"BGF SYSTEMATIC GLOBAL EQUITY HIGH INCOME \"A6\" (SGDHDG) INC","BK4527":"明星科技股","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","LU0080751232.USD":"富达环球多元动力基金A","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU0957808578.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"ZU\" (USD) ACC","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU0070217475.USD":"JPM GLOBAL SELECT EQUITY \"A\" ACC","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU1934455194.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (USD) ACC","IE00B19Z8W00.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","LU0683600562.USD":"AB SELECT US EQUITY \"A\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU0061474960.USD":"天利环球焦点基金AU Acc","LU1267930573.SGD":"TEMPLETON GLOBAL \"AA\" (SGD) ACC A","LU1116320737.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (USD) INC","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","HK0000306701.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) INC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU0494093205.USD":"贝莱德ESG灵活多元资产A2 USD-H","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY \"A\" (USD) ACC","LU0323591593.USD":"SCHRODER ISF QEP GLOBAL QUALITY \"A\" (USD) ACC","BK4532":"文艺复兴科技持仓","LU2746668461.USD":"MANULIFE DYNAMIC LEADERS \"AA\" (USD) ACC","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","SG9999014906.USD":"大华全球优质成长基金Acc USD","BK4534":"瑞士信贷持仓","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU2089985449.USD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","LU2211815571.USD":"ALLIANZ POSITIVE CHANGE \"AT\" (USD) ACC","LU2931357623.SGD":"MANULIFE GF GLOBAL SEMICONDUCTOR OPPORTUNITIES \"AA\" (SGDHDG) ACC","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU2746668974.SGD":"MANULIFE DYNAMIC LEADERS \"AA\" (SGDHDG) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0082616367.USD":"摩根大通美国科技A（dist）","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","LU2272731782.SGD":"Allianz Global Intelligent Cities AM Dis H2-SGD","LU2272731600.USD":"Allianz Global Intelligent Cities AM Dis USD","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU0079474960.USD":"联博美国增长基金A","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU2417539215.USD":"ALLIANZ GLOBAL INCOME \"AMF\" (USD) INC","LU2125154935.USD":"ALLSPRING (LUX) WF GLOBAL EQUITY ENHANCED INCOME \"I\" (USD) INC","SGXZ31699556.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"C\" (SGDHDG) ACC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","LU0965508806.USD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (USD) INC","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU0528227936.USD":"富达环球人口趋势基金A-ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU2322448957.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (HKD) INC","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","LU2322448791.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMG\" (USD) INC","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","SGXZ23171101.USD":"NIKKO AM SHENTON GLOBAL OPPORTUNITIES (USD) ACC","IE0001KFT4U8.USD":"FTGF CLEARBRIDGE GLOBAL GROWTH LEADERS \"A\" (USD) INC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4567":"ESG概念","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU2083900584.USD":"HSBC GIF US INCOME FOCUSED \"AM2\" (USD) INC","BK4503":"景林资产持仓","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU0472753341.HKD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (HKD) ACC","SG9999004303.SGD":"Nikko AM Shenton Global Opportunities SGD","LU1988902786.USD":"FULLERTON LUX FUNDS GLOBAL ABSOLUTE ALPHA \"I\" (USD) ACC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","LU0274383776.USD":"MANULIFE GF US SMALL CAP EQUITY \"AA\" (USD) INC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","LU2602419157.SGD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"AC\" (SGD) ACC","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU2065171311.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) ACC","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU2471134879.HKD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (HKD) INC","LU2473716301.USD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AMF\" (USD) INC","LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU2750360641.GBP":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (GBPHDG) INC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU2471134796.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) INC","LU2471134523.USD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (USD) ACC","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","LU0861579265.USD":"联博低波幅策略股票基金A","LU2247934214.USD":"FIDELITY FUNDS SUSTAINABLE FUTURE CONNECTIVITY \"A\" (USD) ACC","LU2487616109.SGD":"JPM AMERICA EQUITY \"A\" (SGD) ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU0048584097.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","HK0000914660.USD":"GFI Global Select Equity Fund Class A (USD)","LU2896262040.SGD":"JPM US GROWTH FUND \"A\" (SGD) ACC","LU0354030511.USD":"ALLSPRING U.S. LARGE CAP GROWTH \"I\" (USD) ACC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","NVDA":"英伟达","HK0000914686.HKD":"GFI Global Select Equity Fund Class A (HKD)","LU0354030438.USD":"富国美国大盘成长基金Cl A Acc","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) INC","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU0210528500.USD":"JPM AMERICA EQUITY \"A\" ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU1720051108.HKD":"ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE \"AT\" (HKD) ACC","LU2168564495.EUR":"AZ ALLOCATION - TREND \"AI\" (EUR) ACC","LU0787776722.HKD":"AB SELECT US EQUITY PORTFOLIO \"A\" (HKD) ACC","SG9999018865.SGD":"United Global Quality Growth Fd Cl Dist SGD-H","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1323610961.USD":"UBS (LUX) EQUITY SICAV - LONG TERM THEMES (USD) \"P\" (USD) ACC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","BK4543":"AI","LU0689626769.HKD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (HKD) ACC","LU0965509101.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (SGDHDG) ACC","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","LU1935042991.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC","LU2168564222.USD":"AZ ALLOCATION - TREND \"AAZ\" (USDHDG) ACC","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","LU0251132253.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) ACC","IE00BKPKM429.USD":"NEUBERGER BERMAN GLOBAL SUSTAINABLE EQUITY \"A\" (USD) ACC","BK4592":"伊斯兰概念","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","LU0187121727.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) INC","LU2168564149.EUR":"AZ ALLOCATION - TREND \"BAZ\" (EUR) ACC","BK4549":"软银资本持仓","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","LU1923622614.USD":"Natixis Thematics Meta R/A USD","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) INC (M)","BK4554":"元宇宙及AR概念","LU0158827781.USD":" ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (USD) ACC","LU2413666426.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (HKD) ACC","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2125909759.SGD":"Natixis Thematics Safety H-R/A SGD","SG9999014542.SGD":"United Income Focus Trust Acc SGD","3NVD.UK":"LS 3X NVIDIA","BK4585":"ETF&股票定投概念","LU2125909916.SGD":"Natixis Thematics Safety R/A SGD","LU0964807845.USD":"ALLIANZ INCOME & GROWTH \"A\" (USD) INC","LU1923622291.USD":"Natixis Thematics Safety R/A USD","BK4587":"ChatGPT概念","LU1861127337.USD":"ALLIANZ GLOBAL MULTI ASSET SUSTAINABILITY BALANCED \"AMG\" (USD) INC","LU1935043536.SGD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (SGDHDG) INC A","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4550":"红杉资本持仓","BK4588":"碎股","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0557290698.USD":"施罗德环球可持续增长基金","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD","BK4551":"寇图资本持仓","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","BK4598":"佩洛西持仓","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU1791710582.SGD":"Fidelity Global Demographics A-ACC-SGD (SGD/USD hedged)","LU0256863902.USD":"ALLIANZ US EQUITY \"AT\" (USD) ACC","LU1791710400.SGD":"Fidelity Global Demographics A-ACC-SGD","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","LU2125909593.SGD":"Natixis Thematics Meta R/A SGD","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0056508442.USD":"贝莱德世界科技基金A2","LU0823414478.USD":"法巴经典能源转换基金","LU2054465674.USD":"UBS (LUX) KEY SELEC SICAV DIGITAL TRANSFORMATION T \"P\" (USD) ACC","LU2403377893.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AM\" (USD) INC","LU0215105999.USD":"SCHRODER ISF GLOBAL EQUITY \"A\" ACC","LU2265009873.SGD":"Eastspring Investments - Global Growth Equity AS SGD-H","SG9999001424.SGD":"United E-Commerce Fund SGD","BK4529":"IDC概念","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU0225283273.USD":"SCHRODER ISF GLOBAL EQUITY ALPHA \"A\" (USD) ACC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","BK4605":"半导体精选","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","LU1496350502.SGD":"FRANKLIN DIVERSIFIED DYNAMIC \"A\" (SGDHDG) ACC","BK4608":"AI应用概念股","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU2357125470.USD":"BNP PARIBAS ENERGY TRANSITION \"CLASSIC RH\" (USDHDG) ACC","LU2294711713.HKD":"BNP PARIBAS ENERGY TRANSITION \"C\" (HKD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0345769128.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU0128525929.USD":"TEMPLETON GLOBAL \"A\" (USD) ACC","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU0345769631.USD":"NINETY ONE GSF GLOBAL EQUITY \"A\" (USD) INC","BK4612":"AI芯片","LU1868837300.USD":"CT (LUX) I AMERICAN FUND \"9\" (USD) ACC","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A SGD","LU2097344431.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) INC","BK4614":"Manus概念股","BK4579":"人工智能","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0868494708.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) INC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) INC","SNVD.UK":"LS -1X NVIDIA","LU1814569148.SGD":"WELLINGTON GLOBAL QUALITY GROWTH \"D\" (SGDHDG) ACC","LU1923623000.USD":"Natixis Thematics AI & Robotics Fund R/A USD","LU2087625088.SGD":"ALLSPRING US ALL CAP GROWTH \"A\" (SGDHDG) ACC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU1548497426.USD":"安联环球人工智能AT Acc","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU1821325948.USD":"NINETY ONE GSF GLOBAL MACRO ALLOCATION \"A\" (USD) ACC","DIPS":"做空NVDA期权收益策略ETF-YieldMax","BK4581":"高盛持仓","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) INC","BK4141":"半导体产品","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU2452424414.USD":"BGF ESG MULTI-ASSET \"A10\" (USDHDG) INC","LU1935043023.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","LU2430703095.HKD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) INC","LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU2430703178.SGD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (SGDHDG) INC","LU0345768740.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) INC","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU2430703251.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (USD) INC","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A","SG9999017495.SGD":"UGDP UNITED GLOBAL QUALITY GROWTH \"B\" (SGD) ACC","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","SG9999002232.USD":"Allianz Global High Payout USD","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","SG9999002224.SGD":"Allianz Global High Payout SGD","NVD":"2倍做空NVDA ETF-GraniteShares","NVDS.UK":"LS -1X NVIDIA","LU2271345857.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AT\" (HKD) ACC","LU0347712357.USD":"BNP PARIBAS GLOBAL ENVIRONMENT \"C\" (USD) ACC","LU2242649171.HKD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (HKD) ACC","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","LU2361044949.HKD":"WELLINGTON US QUALITY GROWTH \"A\" (HKD) ACC","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","NVD3.UK":"LS 3X NVIDIA","LU1244550494.USD":"FRANKLIN GLOBAL MULTI-ASSET INCOME \"A\" (USDHEDGED) ACC","SG9999014880.SGD":"大华全球优质成长基金Acc SGD","LU2361044865.SGD":"WELLINGTON US QUALITY GROWTH \"A\" (SGDHDG) ACC","NVIW.SI":"NVDA 3xLongSG261006","NVDD":"1倍做空NVDA ETF-Direxion","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00BYXW3230.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"AA\" (USD) ACC","NVDG":"2倍做多NVDA ETF- Leverage Shares","NVD2.UK":"2X NVIDIA ETP","LU0823414551.USD":"BNP PARIBAS ENERGY TRANSITION \"C\" (USD) INC","LU2361045086.USD":"WELLINGTON US QUALITY GROWTH \"A\" (USD) ACC","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU1974910355.USD":"Allianz Thematica Cl AMg DIS USD","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","NVDQ":"2倍做空NVDA ETF-T-Rex","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","NVDS":"1.5倍做空NVDA ETF-Tradr","NVDU":"2倍做多NVDA ETF-Direxion","LU1066053197.SGD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM3\" (SGDHDG) INC","NVDW":"NVDA周配息ETF-Roundhill","LU2491049909.HKD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (HKD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","LU0985320562.USD":"NORDEA 1 GLOBAL STARS EQUITY \"BP\" (USD) ACC","LU0238689110.USD":"贝莱德环球动力股票基金","LU2028103732.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AMG\" (USD) INC","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU0109391861.USD":"富兰克林美国机遇基金A Acc","NVDX":"2倍做多NVDA ETF-T-Rex","LU2491050071.SGD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (SGDHDG) ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0072462426.USD":"贝莱德全球配置 A2","NVDY":"NVDA期权收益策略ETF-YieldMax","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU0823434740.USD":"BNP PARIBAS US GROWTH \"C\" (USD) INC","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","NVII":"Rex NVDA Growth & Income ETF","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU2272731865.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES INCOME \"AM\" (HKD) INC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU2592432038.USD":"WELLINGTON MULTI-ASSET HIGH INCOME \"A\" (USD) ACC","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","IE000YTNTUN2.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG)INC","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","LU1642822529.SGD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"A\" (SGD) ACC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU1496350171.SGD":"FRANKLIN DIVERSIFIED BALANCED \"A\" (SGDHDG) ACC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","SGXZ81514606.USD":"大华环球创新基金A Acc USD","LU2463028550.USD":"AB SICAV I AMERICAN MULTI-ASSET PORTFOLIO \"A\" (USD) ACC","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU2237957902.USD":"NIKKO AM GLOBAL EQUITY \"F\" (USD) ACC","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU2237957811.SGD":"NIKKO AM GLOBAL EQUITY \"F\" (SGD) ACC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU0708994859.HKD":"TEMPLETON GLOBAL \"A\" (HKD) ACC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC A","LU1992135399.USD":"Allianz Global Intelligent Cities AT Acc USD","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH \"AG\" (USD) ACC","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","IE0003U64NQ7.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) ACC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","LU0109392836.USD":"富兰克林科技股A","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU0175139822.USD":"AB FCP I Global Equity Blend A USD","LU0345770308.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY \"A\" (USD) ACC","LU1571399168.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"IP\" (USD) ACC","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","LU0444971666.USD":"天利全球科技基金","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU1861215975.USD":"贝莱德新一代科技基金 A2","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU0124676726.USD":"AB SICAV I - SUSTAINABLE US THEMATIC PORTFOLIO \"A\" (USD) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) INC","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU2413666699.HKD":"BNP PARIBAS GLOBAL ENVIRONMENT \"CRH\" (HKDHDG) INC","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU2065169927.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) ACC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU1127390331.HKD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A\" (HKD) ACC","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","LU0203202063.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"A2X\" (USD) ACC","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0266013472.USD":"AXA WF - Framlington Longevity Economy A Cap USD","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU1917777945.USD":"安联专题基金Cl AT Acc","LU2506951792.HKD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (HKDHDG) ACC","LU1721428933.USD":"法巴全球经典环境基金RH MD Dis","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU0882574139.USD":"富达环球消费行业基金A ACC","SG9999015978.USD":"利安颠覆性创新基金A","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD) INC","LU0788109477.HKD":"BGF GLOBAL ALLOCATION \"A2\" (HKDHGD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","IE00BQXX3D17.EUR":"GUINNESS GLOBAL INNOVATORS \"C\" (EUR) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","LU2433249047.HKD":"THEMATICS META \"R/A\" (HKD) ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","LU2063271972.USD":"富兰克林创新领域基金","LU2213496289.HKD":"ALLIANZ INCOME AND GROWTH \"AT\" (HKD) ACC","LU2108987350.USD":"UBS (LUX) EQUITY SICAV GLOBAL OPPORTUNITY SUSTAINABLE (USD) \"P\" (USD) ACC","LU2244417387.USD":"FIDELITY SUSTAINABLE US EQUITY \"A\" (USD) ACC","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU1815336760.USD":"THREADNEEDLE (LUX) GLOBAL TECHNOLOGY \"AUP\" (USD) INC","LU0265550359.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A2\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","SG9999014575.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USDHDG) INC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU0390134368.USD":"FRANKLIN GLOBAL GROWTH \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU1261432733.SGD":"Fidelity World A-ACC-SGD","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU2092937148.SGD":"Blackrock ESG Multi-Asset A8 SGD-H","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU1992135472.HKD":"ALLIANZ GLOBAL INTELLIGENT CITIES \"AT\" (HKD) ACC","SG9999014559.SGD":"United Income Focus Trust Dis SGD","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","LU2077746001.SGD":"Blackrock ESG Multi-Asset A2 SGD-H","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0724617625.USD":"BGF GLOBAL ALLOCATION \"A4\" (USD) INC","LU0310800379.SGD":"FTIF - Templeton Global A Acc SGD","SG9999014567.USD":"UOB UNITED INCOME FOCUS TRUST FUND (USD) ACC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","2NVD.UK":"2X NVIDIA ETP"},"source_url":"http://www.zhitongcaijing.com/content/detail/1393068.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2603625265","content_text":"智通财经APP获悉，2026年1月14日，美股市场在多重负面因素的共振下经历了剧烈波动，三大股指集体收跌，纳斯达克指数以约1%的跌幅领跌大盘。作为市场核心驱动力的科技板块成为当日跌势的重灾区，尤其是半导体行业遭遇了地缘政治与竞争格局改变的双重打击。值得注意的是，OpenAI与AI芯片初创公司Cerebras Systems达成的一项价值100亿美元、涉及750兆瓦算力供应的重磅交易，在客观上对科技股的跌势起到了推波助澜的作用。具体来说，OpenAI与Cerebras达成多年期战略合作，将通过后者提供的硬件获得相当于750兆瓦功耗规模的算力支持，以加速人工智能基础设施的快速扩建。根据两家公司周三发布的联合声明，OpenAI已将Cerebras纳入其计算供应商体系，此举旨在实现AI模型运行时更短的响应时间。该基础设施将采取分阶段建设模式，预计在2028年前完成全部部署，并由Cerebras负责托管运营。尽管具体交易条款尚未披露，但知情人士透露，此次合作协议的总规模已超过100亿美元。OpenAI联合创始人兼总裁格雷格·布罗克曼表示：“通过此次合作，ChatGPT将不仅成为能力最强的AI平台，更将实现速度上的全面领先。”他进一步强调，这种突破性的响应速度将有效解锁“下一代AI应用场景”，并加速推动“下一个十亿用户”融入人工智能生态。把AI装进一块“晶圆盘”里：Cerebras的WSE-3如何为OpenAI带来15倍推理速度据了解，半导体初创企业Cerebras首创基于超大型芯片的独特信息处理架构，正积极推动其技术的广泛应用以挑战市场领导者英伟达(NVDA.US)。不同于英伟达采用的\"集群化\"技术路径，Cerebras选择了\"晶圆级(Wafer-Scale)\"创新方向。其旗舰产品WSE-3是一块尺寸堪比餐盘的单体芯片(面积达46,255平方毫米)，直接基于整块12英寸硅晶圆制造而成。Cerebras的核心技术逻辑在于：相较于让数据在成千上万个芯片间进行\"长途跋涉\"式传输，不如将超90万个AI核心与海量内存单元集成于同一巨型芯片内，从而彻底消除跨芯片通信带来的性能瓶颈。在应用场景维度，Cerebras的核心优势体现为极致的推理速度表现。以运行Llama 4等超大模型为例，其单芯片架构可实现每秒近千词的低延迟输出，这种特性使其天然适配对交互实时性要求严苛的场景，如智能体(Agent)决策、代码实时生成等应用。更值得关注的是，开发者无需接触复杂的分布式集群配置，仅需以单台计算机的编程模式即可完成部署，降低了AI模型的开发与运维门槛。总体而言，如果把英伟达比作“乐高积木”，你可以通过堆叠无数块积木盖出摩天大楼，虽然连接处会有损耗，但非常灵活;那么 Cerebras 就是“一块完整的巨型岩石”，它结构紧密、效率极高，但一旦定型就无法轻易拆分，且制造难度极大。这也是为什么 OpenAI 选择与 Cerebras 合作：在 2026 年，随着 AI 模型向“实时互动”转型，推理速度成为了比训练规模更关键的战场，而 Cerebras 的巨型芯片恰恰在这个细分赛道上具备压倒性优势。与此同时，该公司通过运营自有数据中心展示其硬件组件的性能优势，并构建稳定的经常性收入体系。此次与OpenAI达成的高规格战略合作协议，不仅验证了其技术实力，更使Cerebras有望参与分享当前全球正在投入人工智能计算新基础设施建设的数百亿美元市场机遇。Cerebras创始人兼首席执行官安德鲁·费尔德曼强调，AI推理阶段——即模型响应查询的过程——对于技术进步具有关键意义，而这也正是其产品的核心竞争力所在。在接受采访时，费尔德曼进一步阐释：“我们选择创新且差异化的架构设计，不仅因为其能实现更快的响应速度，更在于它能为合作伙伴创造显著价值。此次与OpenAI等头部机构达成的战略合作，不仅让Cerebras成功跻身行业头部阵营，更标志着高速推理技术正式进入主流应用阶段。”值得注意的是，Cerebras目前正积极推进融资进程，为潜在的首次公开募股(IPO)做准备。据知情人士本周早些时候透露，该公司已就一轮约10亿美元的新融资展开讨论。该人士还表示，在此轮融资完成前，这家初创企业的估值已达到约220亿美元。OpenAI百亿算力订单震撼市场：Cerebras技术突围撼动英伟达王座对于OpenAI而言，此次与Cerebras的协议仅是其为扩大算力而达成的最新一笔大型数据中心交易，这深刻反映了科技行业史无前例的战略共识——市场对高能耗AI工具的需求将长期维持高位增长态势。具体来看行业动态：去年9月，英伟达宣布将对OpenAI进行高达1000亿美元的战略投资，专项用于建设AI基础设施及电力容量至少达10吉瓦的新数据中心;10月，AMD(AMD.US)披露将多年内为OpenAI部署相当于6吉瓦的图形处理单元，值得注意的是，1吉瓦的电力容量约相当于一座常规核电站的装机规模。与此同时，开发ChatGPT等AI工具的OpenAI正与博通(AVGO.US)合作研发自研芯片，进一步强化技术自主性。根据双方联合声明，Cerebras与OpenAI自2017年起便持续探讨技术合作路径。此次合作成果显著，Cerebras近期在支持OpenAI的GPT-OSS-120B模型运行中展现出突破性优势——其处理速度较传统硬件提升15倍，充分验证了晶圆级架构在超大模型推理场景中的性能潜力。尽管该协议展示了AI行业的增长活力，但其天文数字级的合同金额进一步加剧了市场对科技巨头资本开支压力的焦虑。投资者日益担心AI基础设施投入已演变为“利润黑洞”，大规模的持续性支出可能在未来数年内严重侵蚀大型科技公司的利润率，从而对板块的整体盈利前景产生怀疑并引发抛售。此外，这笔百亿大单也标志着AI算力市场垄断格局的松动，对现有巨头的估值逻辑产生了深远影响。Cerebras凭借其“晶圆级芯片”在推理速度上的技术优势，获得了顶级AI机构的战略背书，这直接挑战了英伟达在高性能AI芯片领域的绝对统治地位。市场对英伟达及其生态伙伴的长期溢价空间正展开新一轮评估，竞争加剧预期与资本效率担忧交织影响，促使科技股在1月14日交易日内呈现调整态势。","news_type":1,"symbols_score_info":{"3NVD.UK":0.6,"NVDS.UK":0.6,"NVD2.UK":0.6,"NVDW":0.6,"NVII":0.6,"NVIW.SI":0.6,"NVDU":0.6,"NVD3.UK":0.6,"2NVD.UK":0.6,"NVDG":0.6,"NVDX":0.6,"NVDY":0.6,"NVD":0.6,"NVDQ":0.6,"NVDD":0.6,"SNVD.UK":0.6,"DIPS":0.6,"NVDA":1.88,"NVDS":0.6}},"isVote":1,"tweetType":1,"viewCount":308,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":521711750374088,"gmtCreate":1768407090729,"gmtModify":1768407092596,"author":{"id":"4090487371938690","authorId":"4090487371938690","name":"香蕉大皮也大","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090487371938690","idStr":"4090487371938690"},"themes":[],"htmlText":"？？？","listText":"？？？","text":"？？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521711750374088","isVote":1,"tweetType":1,"viewCount":416,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":521006790669664,"gmtCreate":1768227660597,"gmtModify":1768227682503,"author":{"id":"4090487371938690","authorId":"4090487371938690","name":"香蕉大皮也大","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090487371938690","idStr":"4090487371938690"},"themes":[],"htmlText":"mark","listText":"mark","text":"mark","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/521006790669664","isVote":1,"tweetType":1,"viewCount":339,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":520996805866792,"gmtCreate":1768225194824,"gmtModify":1768225196712,"author":{"id":"4090487371938690","authorId":"4090487371938690","name":"香蕉大皮也大","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090487371938690","idStr":"4090487371938690"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/PASW\">$平安生物医药(PASW)$</a> 这是什么东西","listText":"<a href=\"https://laohu8.com/S/PASW\">$平安生物医药(PASW)$</a> 这是什么东西","text":"$平安生物医药(PASW)$ 这是什么东西","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/520996805866792","isVote":1,"tweetType":1,"viewCount":479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":520994745180192,"gmtCreate":1768176565706,"gmtModify":1768176568875,"author":{"id":"4090487371938690","authorId":"4090487371938690","name":"香蕉大皮也大","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4090487371938690","idStr":"4090487371938690"},"themes":[],"title":"","htmlText":"？？？","listText":"？？？","text":"？？？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/520994745180192","repostId":"2602653645","repostType":2,"repost":{"id":"2602653645","kind":"news","pubTimestamp":1768174376,"share":"https://www.laohu8.com/m/news/2602653645?lang=zh_CN&edition=full","pubTime":"2026-01-12 07:32","market":"hk","language":"zh","title":"知乎-W(02390)1月9日斥资11.66万美元回购9.9万股","url":"https://stock-news.laohu8.com/highlight/detail?id=2602653645","media":"智通财经","summary":"智通财经APP讯，知乎-W(02390)发布公告，于2026年1月9日斥资11.66万美元回购9.9万股。","content":"<html><body><p>智通财经APP讯，<a href=\"https://laohu8.com/S/02390\">知乎-W</a>(02390)发布公告，于2026年1月9日斥资11.66万美元回购9.9万股。</p></body></html>","source":"stock_zhitongcaijing","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>知乎-W(02390)1月9日斥资11.66万美元回购9.9万股</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知乎-W(02390)1月9日斥资11.66万美元回购9.9万股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-12 07:32 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1391347.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP讯，知乎-W(02390)发布公告，于2026年1月9日斥资11.66万美元回购9.9万股。</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1391347.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4539":"次新股","BK1095":"互动媒体与服务","ZH":"知乎","02390":"知乎-W","BK4077":"互动媒体与服务","BK4509":"腾讯概念"},"source_url":"http://www.zhitongcaijing.com/content/detail/1391347.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2602653645","content_text":"智通财经APP讯，知乎-W(02390)发布公告，于2026年1月9日斥资11.66万美元回购9.9万股。","news_type":1,"symbols_score_info":{"ZH":1.5,"02390":1.5}},"isVote":1,"tweetType":1,"viewCount":396,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}