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MHEDYT
MHEDYT
·
11-04
全球金融市场统一拉升
美国民主党赢下两院,特朗普向民主党人表示祝贺
美股三大股指期货跌幅收窄,道琼斯指数期货现跌0.55%,标普500指数期货跌0.86%,纳斯达克100指数期货跌1.32%。消息面上,美国民主党成功取得参议院和众议院的多数席位,取得压倒性胜利。美国哥伦比亚广播公司4日最新消息称,美国总统特朗普在与该媒体一次通话中,向民主党人在中期选举中取得的胜利表示祝贺。
美国民主党赢下两院,特朗普向民主党人表示祝贺
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1
编组 21备份 2
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MHEDYT
MHEDYT
·
10-28
大a都带飞了
马斯克预判:人形机器人DRAM需求 或超过地球上所有应用
近日,Counterpoint Research发布的预测报告称,人形机器人单机平均DRAM容量将从当前的19GB提升至2030年的39GB,使得人形机器人对DRAM的总需求量将从2026年的约8300TB增至2030年的约172000TB,增长约20倍。对此,马斯克直接在X平台引用该数据驳斥称,Counterpoint Research的这一预测是“荒谬的分析”,并写道:“机器人的RAM需求将超越地球上的其他一切,因为你需要机器人在物理基底上运行,以便塑造原子。”
马斯克预判:人形机器人DRAM需求 或超过地球上所有应用
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MHEDYT
MHEDYT
·
05-27
τ
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1
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MHEDYT
MHEDYT
·
05-06
$恒生科技指数(HSTECH)$
现在的港股不如a股
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MHEDYT
MHEDYT
·
04-01
$智谱(02513)$
破1000
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MHEDYT
MHEDYT
·
03-03
$小米集团-W(01810)$
要到10港币?
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4
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MHEDYT
MHEDYT
·
01-21
$小米集团-W(01810)$
可能会到 20内
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MHEDYT
MHEDYT
·
01-19
$小米集团-W(01810)$
目标价30
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MHEDYT
MHEDYT
·
01-09
$MINIMAX-WP(00100)$
新股还是没有a股炒🉐强大[得意]
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MHEDYT
MHEDYT
·
01-09
$亚太卫星(01045)$
港股唯一卫星🛰
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class=\"title\">\n美国民主党赢下两院,特朗普向民主党人表示祝贺\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\">2026-11-04 13:05</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p style=\"text-align: left;\">11月4日,美股三大股指期货跌幅收窄,道琼斯指数期货现跌0.55%,标普500指数期货跌0.86%,纳斯达克100指数期货跌1.32%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/cce2008e91a0118442628fecf2823497\" title=\"\" tg-width=\"1218\" tg-height=\"232\"/></p><p style=\"text-align: left;\">民主党大胜中期选举,不仅夺回国会两院控制权,更在多个传统共和党票仓实现历史性突破。</p><p style=\"text-align: justify;\">据央视新闻,美东时间11月3日深夜,据哥伦比亚广播公司消息,美国总统特朗普在与该媒体新闻频道的一次通话中,就民主党人在中期选举中取得的优势成果,向民主党方面表达了祝贺。特朗普说:“我向民主党人表示祝贺,并期待与你们合作,为我们国家的利益而努力。”</p><p style=\"text-align: justify;\">但同时,特朗普也表示,他拥有完全的否决权——这意味着即便民主党掌控国会,特朗普仍可通过行使总统否决权迫使对方与其寻求跨党派妥协,白宫的政策主导权并未因选举结果而易手。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/b668c49a3120b171c7c6fcb8c6174b11","relate_stocks":{"UDOW":"三倍做多道指30ETF-ProShares","IVV":"标普500ETF-iShares","SDS":"两倍做空标普500 ETF-ProShares","DOG":"道指ETF-ProShares做空","DXD":"两倍做空道琼30指数ETF-ProShares","SPXL":"三倍做多标普500ETF-Direxion","SSO":"2倍做多标普500ETF-ProShares","VOO":"Vanguard标普500ETF","SH":"做空标普500-Proshares","SMAX":"ISHARES LARGE CAP MAX BUFFER SEP ETF","SPYH":"Neos S&P 500 Hedged Equity Income ETF","SPUU":"Direxion Daily S&P 500 Bull 2x Shares","SPDN":"Direxion Daily S&P 500 Bear 1X Shares","SPXS":"三倍做空标普500ETF-Direxion","HIBL":"Direxion Daily S&P 500 High Beta Bull 3X Shares","SPYM":"投资组合标普500指数ETF-SPDR","DDM":"2倍做多道指ETF-ProShares","SPXU":"三倍做空标普500ETF-ProShares","SPYQ":"2倍做多SPY Quarterly ETF-Tradr",".DJI":"道琼斯","DMAX":"ISHARES LARGE CAP MAX BUFFER DEC 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08:28","market":"us","language":"zh","title":"马斯克预判:人形机器人DRAM需求 或超过地球上所有应用","url":"https://stock-news.laohu8.com/highlight/detail?id=2678435619","media":"快科技","summary":"近日,Counterpoint Research发布的预测报告称,人形机器人单机平均DRAM容量将从当前的19GB提升至2030年的39GB,使得人形机器人对DRAM的总需求量将从2026年的约8300TB增至2030年的约172000TB,增长约20倍。对此,马斯克直接在X平台引用该数据驳斥称,Counterpoint Research的这一预测是“荒谬的分析”,并写道:“机器人的RAM需求将超越地球上的其他一切,因为你需要机器人在物理基底上运行,以便塑造原子。”","content":"<html><body><p>快科技10月28日消息,<strong>特斯拉兼<a href=\"https://laohu8.com/S/SPCX\">SpaceX</a>首席执行官埃隆·马斯克在社交平台X上发文,称市场研究机构Counterpoint Research最新关于人形机器人对内存需求的预测是“荒谬的分析”,并称人形机器人对内存的需求将碾压其他所有应用。</strong></p><p>近日,Counterpoint Research发布的预测报告称,人形机器人单机平均DRAM容量将从当前的19GB提升至2030年的39GB,使得人形机器人对DRAM的总需求量将从2026年的约8300TB增至2030年的约172000TB,增长约20倍。</p><p>对此,马斯克直接在X平台引用该数据驳斥称,Counterpoint Research的这一预测是“荒谬的分析”,并写道:“机器人的RAM需求将超越地球上的其他一切,因为你需要机器人在物理基底上运行,以便塑造原子。”</p><p><img decoding=\"async\" loading=\"lazy\" src=\"https://x0.ifengimg.com/res/2026/DFB1D9FCC0C45CF8A782C683A0C240B6CEF4AB3E_size414_w600_h410.png\"/></p><p>他同时补充了一个看似矛盾的远期图景:<strong>超级智能的算力需求将“远远超过”机器人所需,但“近乎100%的超级智能计算将在深空进行”。这一表态暗示,在地球物理世界中,机器人将成为内存消耗的终极形态。</strong></p><p>马斯克的发言迅速引发市场分析师跟进。Futurum Equities首席市场策略师Shay Boloor随后给出了一个具体的量化推演:若特斯拉实现每年生产1000万台Optimus人形机器人的目标,以每台配置72GB内存估算,全年所需内存容量将达到约720PB。</p><p>Boloor进一步指出,机器人采用的是LPDDR(低功耗DRAM)而非AI数据中心惯用的HBM(高带宽内存),这意味着随着AI从云端走向物理实体,美光与<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>可能迎来一个“体量大得多的市场规模的故事”。</p><p>美光首席执行官Sanjay Mehrotra在此前的财报电话会上曾表示,L4级及以上自动驾驶车辆通常需要超过200GB内存和数TB存储,而人形机器人“很可能需要类似水平的内存和存储”。美光CFO更进一步预警,2027至2028年的内存供需将比2026年更加紧张。</p><p><img decoding=\"async\" loading=\"lazy\" src=\"https://x0.ifengimg.com/res/2026/EF9AF7BEEBA0526D3E6BC9DBA7E42EF3B0B7198F_size98_w600_h309.png\"/></p><p>从投资逻辑看,机器人的内存需求与AI数据中心存在结构性差异。HBM是AI训练芯片的专属品类,由SK海力士主导、<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>紧随,技术壁垒极高;而LPDDR是消费电子与嵌入式设备的主流内存,美光、三星、SK海力士均有成熟产线。</p><p><strong>若人形机器人真如马斯克所言走向千万台年产量级,其对LPDDR的拉动将是一条覆盖面更广、参与门槛更低的增量曲线。</strong></p><p>不过,这一推演的前提条件仍高度不确定。特斯拉Optimus的量产时间表尚未兑现。马斯克在近期财报电话会上表示,首批客户交付目标在2027年底左右,而Fremont工厂要达到每周2万台的产能“至少需要一年”。</p><p>此外,全球DRAM年产量当前约在450亿GB量级,若Optimus仅DRAM一项就以千万台规模消耗数百PB,其对全球内存供需结构的冲击将远超当前AI数据中心带来的紧张程度。</p></body></html>","source":"fenghuang_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>马斯克预判:人形机器人DRAM需求 或超过地球上所有应用</title>\n<style 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href=\"https://tech.ifeng.com/c/8xYjGeAPjt5\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4612":"AI芯片","DRMY":"XFUNDS Memory Income ETF","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","JGRO":"Jpmorgan Active Growth ETF","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU2326559502.SGD":"Natixis Loomis Sayles US Growth Equity P/A SGD-H","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","LU2168564065.EUR":"AZ ALLOCATION - TREND \"AAZ\" (EUR) ACC","IDRV":"iShares Self-Driving EV and Tech ETF","BK4579":"人工智能","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU2168563687.JPY":"AZ ALLOCATION - TREND \"AAZ\" (JPYHDG) ACC","USXF":"iShares ESG Advanced MSCI USA ETF","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) 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Mehrotra在此前的财报电话会上曾表示,L4级及以上自动驾驶车辆通常需要超过200GB内存和数TB存储,而人形机器人“很可能需要类似水平的内存和存储”。美光CFO更进一步预警,2027至2028年的内存供需将比2026年更加紧张。从投资逻辑看,机器人的内存需求与AI数据中心存在结构性差异。HBM是AI训练芯片的专属品类,由SK海力士主导、三星紧随,技术壁垒极高;而LPDDR是消费电子与嵌入式设备的主流内存,美光、三星、SK海力士均有成熟产线。若人形机器人真如马斯克所言走向千万台年产量级,其对LPDDR的拉动将是一条覆盖面更广、参与门槛更低的增量曲线。不过,这一推演的前提条件仍高度不确定。特斯拉Optimus的量产时间表尚未兑现。马斯克在近期财报电话会上表示,首批客户交付目标在2027年底左右,而Fremont工厂要达到每周2万台的产能“至少需要一年”。此外,全球DRAM年产量当前约在450亿GB量级,若Optimus仅DRAM一项就以千万台规模消耗数百PB,其对全球内存供需结构的冲击将远超当前AI数据中心带来的紧张程度。","news_type":1,"symbols_score_info":{"DRMY":0.6,"MUZ":0.6,"SOXX":0.6,"TSLY":0.6,"MUYY":0.6,"09766":0.6,"CHAT":0.6,"TEST":0.6,"CHPX":0.6,"TSYY":0.6,"XLK":0.6,"EGGY":0.6,"TSLR":0.6,"09366":0.6,"SMOG":0.6,"FDRV":0.6,"JGRO":0.6,"TSDD":0.6,"BAI":0.6,"EFIV":0.6,"LIT":0.6,"PTF":0.6,"MU":1.87,"VGT":0.6,"MUD":0.6,"TESC":0.6,"WLDR":0.6,"USXF":0.6,"BOBP":0.6,"STSLAmain":0.6,"ARTY":0.6,"TSLP":0.6,"07766":0.6,"AIFD":0.6,"IXN":0.6,"TLA":0.6,"TSLA":1.94,"PSI":0.6,"DISK":0.6,"ELOL":0.6,"MULL":0.6,"IETC":0.6,"TSLG":0.6,"CHPS":0.6,"07366":0.6,"SMU00main":0.6,"TSLI":0.6,"FDTX":0.6,"TESL":0.6,"SOXQ":0.6,"EMSF":0.6,"TSL":0.6,"TSLQ":0.6,"FXL":0.6,"FAI":0.6,"CGGO":0.6,"TSLL":0.6,"FTXL":0.6,"TTXU":0.6,"WATS":0.6,"AIQ":0.6,"XNTK":0.6,"MIC":0.6,"IDRV":0.6,"FTEC":0.6,"TRFK":0.6,"MUU":0.6,"HBMX":0.6,"TSLT":0.6,"SMH":0.6,"MUG":0.6,"CRSH":0.6,"WUGI":0.6,"TSLO":0.6,"TSLZ":0.6,"LEGR":0.6,"RULE":0.6,"TSLW":0.6,"WANT":0.6,"AIS":0.6,"SHOC":0.6,"TSII":0.6,"TSLS":0.6}},"isVote":1,"tweetType":1,"viewCount":357,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568892102021976,"gmtCreate":1779893898864,"gmtModify":1779894101492,"author":{"id":"4094036683038950","authorId":"4094036683038950","name":"MHEDYT","avatar":"https://static.tigerbbs.com/df817b8133b12262270fa7eae97af247","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094036683038950","idStr":"4094036683038950"},"themes":[],"title":"","htmlText":"τ","listText":"τ","text":"τ","images":[{"img":"https://static.tigerbbs.com/0dc7cc252cac35243fc993937186b911","width":"886","height":"1620"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/568892102021976","isVote":1,"tweetType":1,"viewCount":2102,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":561230516614608,"gmtCreate":1778050880678,"gmtModify":1778050882530,"author":{"id":"4094036683038950","authorId":"4094036683038950","name":"MHEDYT","avatar":"https://static.tigerbbs.com/df817b8133b12262270fa7eae97af247","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4094036683038950","idStr":"4094036683038950"},"themes":[],"title":"","htmlText":"<a 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