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波西米亚风起
IP属地：浙江
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波西米亚风起
波西米亚风起
·
09-16
越是好用，七十岁的老母亲都在用豆包
豆包月活超越DeepSeek，夺8月中国原生AI月活第一
QuestMobile最新发布的2025年8月数据显示，豆包月活跃用户规模超越DeepSeek，登顶中国原生AI App月活榜首。 2025年8月，豆包月活跃用户规模达15742万，环比增长6.6%，从第二名升至第一名。 曾居首位的DeepSeek，8月用户规模虽仍处亿级，但因-4.0%的环比增速，排名下滑1位。 其他选手表现各异，腾讯元宝以22.4%的高环比增速，稳坐第三，月活规模处于1000万-1亿量级。
豆包月活超越DeepSeek，夺8月中国原生AI月活第一
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波西米亚风起
波西米亚风起
·
09-08
美团挣多少 j
宇树科技回应IPO估值500亿元：消息不实
预计在今年第四季度提交上市申请文件。
宇树科技回应IPO估值500亿元：消息不实
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波西米亚风起
波西米亚风起
·
09-04
打打折就好 英伟达在中国开始售卖 Rtx6000D 和 5090（放在数据中心）
英伟达拟在中国推新AI芯片，价格或为H20芯片两倍
9月4日，据路透报道，$英伟达(NVDA)$计划在中国市场推出的新人工智能芯片，如果获得批准，价格可能是H20芯片的两倍。
英伟达拟在中国推新AI芯片，价格或为H20芯片两倍
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波西米亚风起
波西米亚风起
·
09-02
阿里美团又厉利好
宇树科技“官宣”四季度提交IPO申请
9月2日，宇树科技在社交媒体平台X上发帖称，预计将在10月至12月向中国证券交易所提交IPO申请。宇树科技表示，四足机器人和人形机器人分别占2024年销售额的65%和30%。更多细节将在IPO文件中披露。
宇树科技“官宣”四季度提交IPO申请
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波西米亚风起
波西米亚风起
·
09-01
我挂 164
大摩给予阿里中国最佳AI赋能者评价，上调目标价至165美元
大摩将阿里巴巴称为“中国最佳AI赋能者”，并上调公司目标价至165美元。阿里云业务成为关键增长引擎，第一财季同比增长26%，其中AI相关收入贡献已超20%，预测第二财季增速将进一步加快至30%以上。该行认为，阿里云及AI业务的强劲增长和长期价值，足以抵消公司在即时零售业务上的短期亏损。
大摩给予阿里中国最佳AI赋能者评价，上调目标价至165美元
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波西米亚风起
波西米亚风起
·
08-31
阿里 150
全球Top 100 AI应用最新榜单：ChatGPT居首，谷歌大幅追赶位居次席，阿里夸克冲到第9
ChatGPT继续稳居首位，但谷歌通过多产品矩阵策略大幅缩小差距，其通用助手Gemini在网页端获得ChatGPT约12%的访问量，位列第二。中国AI产品在全球市场表现强劲，阿里巴巴旗下夸克AI助手跃升至网页端第9位，字节跳动豆包位列第12位。
全球Top 100 AI应用最新榜单：ChatGPT居首，谷歌大幅追赶位居次席，阿里夸克冲到第9
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波西米亚风起
波西米亚风起
·
05-01
辟谣的 那么慢！看看人家阿里，一个小时辟谣了否认deepseek收购
特斯拉董事长辟谣董事会已联系猎头寻找新任CEO替代马斯克
特斯拉董事长表示，特斯拉的首席执行官是埃隆·马斯克，董事会对他继续执行未来令人振奋的增长计划的能力充满信心；有关董事会已联系猎头公司寻找新任CEO的媒体报道“完全不实”。
特斯拉董事长辟谣董事会已联系猎头寻找新任CEO替代马斯克
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波西米亚风起
波西米亚风起
·
04-30
美国人民的眼睛雪亮的
美国第一季度GDP负增长！
创2022年第二季度以来新低。
美国第一季度GDP负增长！
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波西米亚风起
波西米亚风起
·
2024-12-03
会买其他哪家呢？
消息称英伟达GB200芯片量产时间推迟，微软削减40%订单
GB200 是 Blackwell GPU 架构的一部分。
消息称英伟达GB200芯片量产时间推迟，微软削减40%订单
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波西米亚风起
波西米亚风起
·
2024-10-29
打脸不
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10:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>QuestMobile最新发布的2025年8月数据显示，豆包月活跃用户规模超越DeepSeek，登顶中国原生AI App月活榜首。</p><p> 2025年8月，豆包月活跃用户规模达15742万，环比增长6.6%，从第二名升至第一名。 </p><p>曾居首位的DeepSeek，8月用户规模虽仍处亿级，但因-4.0%的环比增速，排名下滑1位。</p><p> 其他选手表现各异，腾讯元宝以22.4%的高环比增速，稳坐第三，月活规模处于1000万-1亿量级。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0eb98587b5c81b2fc132df8572df3306","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107982159","content_text":"QuestMobile最新发布的2025年8月数据显示，豆包月活跃用户规模超越DeepSeek，登顶中国原生AI App月活榜首。 2025年8月，豆包月活跃用户规模达15742万，环比增长6.6%，从第二名升至第一名。 曾居首位的DeepSeek，8月用户规模虽仍处亿级，但因-4.0%的环比增速，排名下滑1位。 其他选手表现各异，腾讯元宝以22.4%的高环比增速，稳坐第三，月活规模处于1000万-1亿量级。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":66,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":476475646849712,"gmtCreate":1757330351016,"gmtModify":1757330352715,"author":{"id":"4106797139795800","authorId":"4106797139795800","name":"波西米亚风起","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106797139795800","authorIdStr":"4106797139795800"},"themes":[],"htmlText":"美团挣多少 j","listText":"美团挣多少 j","text":"美团挣多少 j","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/476475646849712","repostId":"1146288383","repostType":2,"repost":{"id":"1146288383","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1757329802,"share":"https://www.laohu8.com/m/news/1146288383?lang=&edition=full","pubTime":"2025-09-08 19:10","market":"sh","language":"zh","title":"宇树科技回应IPO估值500亿元：消息不实","url":"https://stock-news.laohu8.com/highlight/detail?id=1146288383","media":"老虎资讯综合","summary":"预计在今年第四季度提交上市申请文件。","content":"<html><head></head><body><p>9月8日晚间，针对“宇树科技期望的IPO估值高达500亿元”的消息，宇树科技相关负责人回复称：“截至目前，公司内外没有讨论过IPO估值的事情，相关估值信息不实。”（一财）</p><p>据此前报道，两位知情人士透露，宇树科技正在为其计划中IPO寻求高达500亿元人民币(约合70亿美元)的公司估值。</p><p>宇树科技上周表示，公司正在积极推进IPO筹备工作，并预计在今年第四季度提交上市申请文件。如果成功，宇树科技的IPO将成为近年来中国规模最大、知名度最高的本土科技公司上市之一。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>宇树科技回应IPO估值500亿元：消息不实</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宇树科技回应IPO估值500亿元：消息不实\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\">2025-09-08 19:10</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月8日晚间，针对“宇树科技期望的IPO估值高达500亿元”的消息，宇树科技相关负责人回复称：“截至目前，公司内外没有讨论过IPO估值的事情，相关估值信息不实。”（一财）</p><p>据此前报道，两位知情人士透露，宇树科技正在为其计划中IPO寻求高达500亿元人民币(约合70亿美元)的公司估值。</p><p>宇树科技上周表示，公司正在积极推进IPO筹备工作，并预计在今年第四季度提交上市申请文件。如果成功，宇树科技的IPO将成为近年来中国规模最大、知名度最高的本土科技公司上市之一。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7074c718c2c59c37313c5ecb9d2f4aac","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146288383","content_text":"9月8日晚间，针对“宇树科技期望的IPO估值高达500亿元”的消息，宇树科技相关负责人回复称：“截至目前，公司内外没有讨论过IPO估值的事情，相关估值信息不实。”（一财）据此前报道，两位知情人士透露，宇树科技正在为其计划中IPO寻求高达500亿元人民币(约合70亿美元)的公司估值。宇树科技上周表示，公司正在积极推进IPO筹备工作，并预计在今年第四季度提交上市申请文件。如果成功，宇树科技的IPO将成为近年来中国规模最大、知名度最高的本土科技公司上市之一。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":474939587088816,"gmtCreate":1756969866636,"gmtModify":1756969869301,"author":{"id":"4106797139795800","authorId":"4106797139795800","name":"波西米亚风起","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106797139795800","authorIdStr":"4106797139795800"},"themes":[],"htmlText":"打打折就好 英伟达在中国开始售卖 Rtx6000D 和 5090（放在数据中心） ","listText":"打打折就好 英伟达在中国开始售卖 Rtx6000D 和 5090（放在数据中心） ","text":"打打折就好 英伟达在中国开始售卖 Rtx6000D 和 5090（放在数据中心）","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/474939587088816","repostId":"1148506865","repostType":2,"repost":{"id":"1148506865","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1756969720,"share":"https://www.laohu8.com/m/news/1148506865?lang=&edition=full","pubTime":"2025-09-04 15:08","market":"us","language":"zh","title":"英伟达拟在中国推新AI芯片，价格或为H20芯片两倍","url":"https://stock-news.laohu8.com/highlight/detail?id=1148506865","media":"老虎资讯综合","summary":"9月4日，据路透报道，$英伟达(NVDA)$计划在中国市场推出的新人工智能芯片，如果获得批准，价格可能是H20芯片的两倍。","content":"<html><head></head><body><p>9月4日，据路透报道，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>计划在中国市场推出的新人工智能芯片，如果获得批准，价格可能是H20芯片的两倍。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英伟达拟在中国推新AI芯片，价格或为H20芯片两倍</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{ 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#494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n英伟达拟在中国推新AI芯片，价格或为H20芯片两倍\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\">2025-09-04 15:08</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月4日，据路透报道，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>计划在中国市场推出的新人工智能芯片，如果获得批准，价格可能是H20芯片的两倍。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","IE00BJTD4N35.SGD":"Neuberger Berman US Long Short Equity A1 Acc SGD-H","BK4585":"ETF&股票定投概念","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US 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16:46","market":"us","language":"zh","title":"宇树科技“官宣”四季度提交IPO申请","url":"https://stock-news.laohu8.com/highlight/detail?id=1164283766","media":"老虎资讯综合","summary":"9月2日，宇树科技在社交媒体平台X上发帖称，预计将在10月至12月向中国证券交易所提交IPO申请。宇树科技表示，四足机器人和人形机器人分别占2024年销售额的65%和30%。更多细节将在IPO文件中披露。","content":"<html><head></head><body><p>9月2日，宇树科技在社交媒体平台X上发帖称，预计将在10月至12月向中国证券交易所提交IPO申请。宇树科技表示，四足机器人和人形机器人分别占2024年销售额的65%和30%。更多细节将在IPO文件中披露。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/146164fa5bea42d81f4881591c87b2aa\" tg-width=\"1284\" tg-height=\"2257\"/></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>宇树科技“官宣”四季度提交IPO申请</title>\n<style 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16:46</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月2日，宇树科技在社交媒体平台X上发帖称，预计将在10月至12月向中国证券交易所提交IPO申请。宇树科技表示，四足机器人和人形机器人分别占2024年销售额的65%和30%。更多细节将在IPO文件中披露。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/146164fa5bea42d81f4881591c87b2aa\" tg-width=\"1284\" tg-height=\"2257\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dad74e350b9b09d45929989f896aaa9d","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164283766","content_text":"9月2日，宇树科技在社交媒体平台X上发帖称，预计将在10月至12月向中国证券交易所提交IPO申请。宇树科技表示，四足机器人和人形机器人分别占2024年销售额的65%和30%。更多细节将在IPO文件中披露。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":26,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":473854917034280,"gmtCreate":1756718936264,"gmtModify":1756718938020,"author":{"id":"4106797139795800","authorId":"4106797139795800","name":"波西米亚风起","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106797139795800","authorIdStr":"4106797139795800"},"themes":[],"htmlText":"我挂 164","listText":"我挂 164","text":"我挂 164","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/473854917034280","repostId":"2564891004","repostType":2,"repost":{"id":"2564891004","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":1756717811,"share":"https://www.laohu8.com/m/news/2564891004?lang=&edition=full","pubTime":"2025-09-01 17:10","market":"nz","language":"zh","title":"大摩给予阿里中国最佳AI赋能者评价，上调目标价至165美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2564891004","media":"华尔街见闻","summary":"大摩将阿里巴巴称为“中国最佳AI赋能者”，并上调公司目标价至165美元。阿里云业务成为关键增长引擎，第一财季同比增长26%，其中AI相关收入贡献已超20%，预测第二财季增速将进一步加快至30%以上。该行认为，阿里云及AI业务的强劲增长和长期价值，足以抵消公司在即时零售业务上的短期亏损。","content":"<html><head></head><body><p>在AI浪潮席卷全球之际，华尔街投行<a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>为中国科技巨头<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>送上了一顶新的桂冠。</p><p>大摩在8月31日发布的研报中，给予了<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>“中国最佳AI赋能者”（China’s Best AI Enabler）的积极评价，并将其美股目标价从150美元上调至165美元。</p><p>该行的核心逻辑在于，AI正强力驱动阿里云业务加速增长，并有望帮助这家科技巨头在激烈的市场竞争中巩固优势。</p><p>大摩预计，阿里云在第二财季的增长将从第一财季的26%进一步加速至30%以上，AI相关收入已占到阿里云总收入的20%以上。</p><p>然而，这份乐观展望也伴随着对短期盈利的审慎。报告指出，阿里巴巴在即时电商领域的大规模投资将拖累近期利润，预计第二财季该业务亏损将扩大至350亿元人民币。尽管如此，该行仍上调了对阿里巴巴的长期盈利预测，显示出对其战略投资回报的信心。</p><h2 id=\"id_1272053910\">AI驱动云业务加速</h2><p>大摩将阿里云视为阿里巴巴捕捉AI机遇的“主阵地”。</p><p>数据显示，阿里云第一财季实现了26%的同比增长，超出市场预期。这一强劲增长的背后，<strong>是AI相关收入连续八个季度实现三位数增长的支撑。AI相关收入贡献在云业务总收入中的占比超过20%，这一比例“在全球范围内也处于最高水平之列”。</strong></p><p>报告认为，阿里云的增长势头在未来几个季度仍将持续。其驱动力主要来自三个方面：强劲的行业需求、升级后的产品供给（如通义千问大模型升级），以及与<a href=\"https://laohu8.com/S/SAP\">SAP</a>等公司的战略合作。</p><p>基于这些因素，报告预测阿里云在第二财季的增速将达到30%以上，进一步巩固其市场地位。</p><h2 id=\"id_39945421\">短期阵痛：即时电商投资拖累盈利</h2><p>在AI业务高歌猛进的同时，阿里巴巴正为另一条战线——即时电商，付出高昂的短期成本。</p><p>大摩估计，<strong>公司第一财季在该领域的投资约为110亿元人民币，初步结果是，8月份峰值日订单量达到1.2亿单，<a href=\"https://laohu8.com/S/MPNGY\">美团</a>为1.5亿单。</strong></p><p>考虑到夏季季节因素，该行进一步预估公司第二财季的亏损将从此前预测的200亿元扩大至350亿元，这可能标志着投资的峰值。</p><p>报告将阿里巴巴本财年的即时电商投资总额预测从500亿元上调至800亿元。这项巨额投入也直接导致该行下调了对阿里巴巴2026和2027财年的调整后净利润预测。</p><p>不过，报告也援引阿里管理层承诺，将在未来1-2个月内将单位经济效益（UE）亏损减半，并设定了到2028财年实现1万亿元商品交易总额（GMV）的长期目标。</p><h2 id=\"id_3993653070\">维持增持评级，看好长期价值</h2><p>尽管短期盈利面临压力，摩根士丹利对阿里巴巴的长期价值依然保持乐观。该行将阿里云业务的估值从每股60美元上调至67美元，以反映其在AI时代的增长潜力。</p><p>报告总结称，虽然市场需要关注即时电商业务的投资回报率，但摩根士丹利依然相信，凭借中国最大的云基础设施，阿里巴巴是捕捉中国AI相关需求增长的主要渠道。上调后的165美元目标价，意味着该行看好其长期盈利能力。</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\" 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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大摩给予阿里中国最佳AI赋能者评价，上调目标价至165美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-01 17:10 北京时间 <a href=https://wallstreetcn.com/articles/3754670><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在AI浪潮席卷全球之际，华尔街投行摩根士丹利为中国科技巨头阿里巴巴送上了一顶新的桂冠。大摩在8月31日发布的研报中，给予了阿里巴巴“中国最佳AI赋能者”（China’s Best AI Enabler）的积极评价，并将其美股目标价从150美元上调至165美元。该行的核心逻辑在于，AI正强力驱动阿里云业务加速增长，并有望帮助这家科技巨头在激烈的市场竞争中巩固优势。大摩预计，阿里云在第二财季的增长将从...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3754670\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/05ddeb1f7be03fe06014ae549a8abe22","relate_stocks":{"BK4607":"DeepSeek概念股","LU0971096721.USD":"富达环球金融服务 A","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4220":"综合零售","BK4527":"明星科技股","LU0882574139.USD":"富达环球消费行业基金A ACC","LU2133065610.SGD":"JPMorgan Investment Funds - Global Dividend A (mth) SGD","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","LU0795875086.SGD":"JPMorgan Investment Funds - Global Income A (div) SGD","BK4526":"热门中概股","09988":"阿里巴巴-W","BK4534":"瑞士信贷持仓","IE00BFMHRM44.USD":"NEUBERGER BERMAN GLOBAL EQUITY MEGATRENDS \"A\" (USD) 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SGD-H"},"source_url":"https://wallstreetcn.com/articles/3754670","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2564891004","content_text":"在AI浪潮席卷全球之际，华尔街投行摩根士丹利为中国科技巨头阿里巴巴送上了一顶新的桂冠。大摩在8月31日发布的研报中，给予了阿里巴巴“中国最佳AI赋能者”（China’s Best AI Enabler）的积极评价，并将其美股目标价从150美元上调至165美元。该行的核心逻辑在于，AI正强力驱动阿里云业务加速增长，并有望帮助这家科技巨头在激烈的市场竞争中巩固优势。大摩预计，阿里云在第二财季的增长将从第一财季的26%进一步加速至30%以上，AI相关收入已占到阿里云总收入的20%以上。然而，这份乐观展望也伴随着对短期盈利的审慎。报告指出，阿里巴巴在即时电商领域的大规模投资将拖累近期利润，预计第二财季该业务亏损将扩大至350亿元人民币。尽管如此，该行仍上调了对阿里巴巴的长期盈利预测，显示出对其战略投资回报的信心。AI驱动云业务加速大摩将阿里云视为阿里巴巴捕捉AI机遇的“主阵地”。数据显示，阿里云第一财季实现了26%的同比增长，超出市场预期。这一强劲增长的背后，是AI相关收入连续八个季度实现三位数增长的支撑。AI相关收入贡献在云业务总收入中的占比超过20%，这一比例“在全球范围内也处于最高水平之列”。报告认为，阿里云的增长势头在未来几个季度仍将持续。其驱动力主要来自三个方面：强劲的行业需求、升级后的产品供给（如通义千问大模型升级），以及与SAP等公司的战略合作。基于这些因素，报告预测阿里云在第二财季的增速将达到30%以上，进一步巩固其市场地位。短期阵痛：即时电商投资拖累盈利在AI业务高歌猛进的同时，阿里巴巴正为另一条战线——即时电商，付出高昂的短期成本。大摩估计，公司第一财季在该领域的投资约为110亿元人民币，初步结果是，8月份峰值日订单量达到1.2亿单，美团为1.5亿单。考虑到夏季季节因素，该行进一步预估公司第二财季的亏损将从此前预测的200亿元扩大至350亿元，这可能标志着投资的峰值。报告将阿里巴巴本财年的即时电商投资总额预测从500亿元上调至800亿元。这项巨额投入也直接导致该行下调了对阿里巴巴2026和2027财年的调整后净利润预测。不过，报告也援引阿里管理层承诺，将在未来1-2个月内将单位经济效益（UE）亏损减半，并设定了到2028财年实现1万亿元商品交易总额（GMV）的长期目标。维持增持评级，看好长期价值尽管短期盈利面临压力，摩根士丹利对阿里巴巴的长期价值依然保持乐观。该行将阿里云业务的估值从每股60美元上调至67美元，以反映其在AI时代的增长潜力。报告总结称，虽然市场需要关注即时电商业务的投资回报率，但摩根士丹利依然相信，凭借中国最大的云基础设施，阿里巴巴是捕捉中国AI相关需求增长的主要渠道。上调后的165美元目标价，意味着该行看好其长期盈利能力。","news_type":1,"symbols_score_info":{"09988":0.6,"BABA":1,"ALBmain":1}},"isVote":1,"tweetType":1,"viewCount":128,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":473384021991584,"gmtCreate":1756604360283,"gmtModify":1756604361860,"author":{"id":"4106797139795800","authorId":"4106797139795800","name":"波西米亚风起","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106797139795800","authorIdStr":"4106797139795800"},"themes":[],"htmlText":"阿里 150","listText":"阿里 150","text":"阿里 150","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/473384021991584","repostId":"2563834888","repostType":2,"repost":{"id":"2563834888","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":1756600200,"share":"https://www.laohu8.com/m/news/2563834888?lang=&edition=full","pubTime":"2025-08-31 08:30","market":"fut","language":"zh","title":"全球Top 100 AI应用最新榜单：ChatGPT居首，谷歌大幅追赶位居次席，阿里夸克冲到第9","url":"https://stock-news.laohu8.com/highlight/detail?id=2563834888","media":"华尔街见闻","summary":"ChatGPT继续稳居首位，但谷歌通过多产品矩阵策略大幅缩小差距，其通用助手Gemini在网页端获得ChatGPT约12%的访问量，位列第二。中国AI产品在全球市场表现强劲，阿里巴巴旗下夸克AI助手跃升至网页端第9位，字节跳动豆包位列第12位。","content":"<html><head></head><body><p>全球AI消费级应用格局正趋向稳定，头部竞争却愈发激烈。</p><p>最新发布的全球Top 100生成式AI消费应用榜单显示，ChatGPT继续稳居首位，但<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>通过多产品<a href=\"https://laohu8.com/S/301365\">矩阵</a>策略大幅缩小差距，其通用助手Gemini在网页端获得ChatGPT约12%的访问量，位列第二。</p><p>中国AI产品在全球市场表现强劲，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>旗下夸克AI助手跃升至网页端第9位，字节跳动豆包位列第12位。榜单数据显示，50个网页端应用中有3个主要服务中国用户的产品跻身前20，另有7个中国开发的产品主要面向海外市场。</p><p><a href=\"https://laohu8.com/S/GOOGL\">谷歌</a>首次以独立域名形式在榜单中占据四个席位，展现其AI产品矩阵化布局效果。除Gemini外，面向开发者的AI Studio首次进入前10，学术研究工具NotebookLM排名第13，AI实验平台Google Labs位列第39。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b50ea829ef1c39e30b919c157e8006da\" tg-width=\"1496\" tg-height=\"924\"/></p><p>移动端竞争格局更为胶着，Gemini的月活用户数接近ChatGPT的一半。X平台的Grok助手表现亮眼，从2024年底的零起步迅速积累超2000万月活用户，在移动端排名第23位。中国开发的移动应用占据榜单近半壁江山，估计50个移动应用中有22个由中国团队开发。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/aeeb21f9a60fb3c6a2d403c8d257d375\" tg-width=\"1496\" tg-height=\"944\"/></p><h2 id=\"id_1949297075\">谷歌多产品矩阵首次独立上榜</h2><p>谷歌通过域名分离策略，首次让旗下AI产品能够被独立追踪和排名。Gemini在网页端位居第二，访问量达到ChatGPT的12%左右，在移动端的月活用户数更是接近ChatGPT的一半，显示出强劲的增长势头。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3a4e4d83bc8b0c64718f25c18697960a\" tg-width=\"1536\" tg-height=\"1078\"/></p><p>AI Studio作为面向开发者的沙盒平台成功跻身前10，该平台支持用户构建Gemini多模态模型应用。NotebookLM在从Google Labs独立后排名第13位，这一学术研究工具在近一年来稳步增长，仅在夏季学术用户流失期间略有下滑。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4d98cbeb8f692e9eb99450acc73055e2\" tg-width=\"1558\" tg-height=\"1032\"/></p><p>Google Labs排名第39位，该平台承载多个AI实验项目，包括视频模型Veo 3、服装试穿应用Doppl等。数据显示，Veo 3发布后Google Labs流量激增超13%，创下过去一年最大单月涨幅。</p><h2 id=\"id_576703716\">中国AI产品全球化程度显著提升</h2><p>在主要服务中国用户的产品中，<a href=\"https://laohu8.com/S/09988\">阿里巴巴</a>夸克排名第9，字节跳动豆包位列第12，月之暗面Kimi排名第17，这些产品超过75%的流量来自中国。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bc992e6354d84f02305d945e4d8ebba3\" tg-width=\"1524\" tg-height=\"1024\"/></p><p>更值得关注的是中国开发产品的全球化趋势。据统计，7个中国开发的AI产品主要服务海外市场，包括DeepSeek、海螺和可灵等视频生成模型，以及SeaArt图像生成工具等。</p><p>移动端中国产品优势更加明显，估计50个移动应用中有22个由中国团队开发，但仅有3个主要服务中国市场。<a href=\"https://laohu8.com/S/01357\">美图公司</a>贡献5个应用，字节跳动推出4个产品，展现出强大的移动AI产品开发实力。</p><h2 id=\"id_2416848780\">通用助手竞争白热化</h2><p>虽然ChatGPT保持领先地位，但竞争对手正快速缩小差距。X平台的Grok在移动端表现尤为突出，从2024年底零基础起步，目前月活用户已超2000万。Grok在7月发布新模型Grok 4后移动端使用量激增近40%，动漫角色Ani的推出进一步推动用户增长。</p><p><a href=\"https://laohu8.com/S/META\">Meta</a>的AI助手增长相对温和，Meta AI在网页端仅排名第46位，未能进入移动端前50。该产品5月底上线后增长缓慢，6月份用户发现部分对话内容出现在公共信息流中的事件进一步影响了用户信心。</p><p>DeepSeek在经历2月份的高峰后大幅回落，网页端访问量较峰值下降超40%，移动端也下滑22%。相比之下，Perplexity在各平台均保持强劲增长势头，Claude在网页端持续增长但移动端增长放缓。</p><h2 id=\"id_620258605\">"氛围编程"成新兴增长点</h2><p>AI辅助编程工具正成为新的增长领域。继3月份榜单仅有Bolt一款产品后，Lovable和Replit均成功进入主榜单，Lovable更是跃升至第22位，显示AI应用生成领域的快速崛起。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fd862957667059b75aa948e90444c815\" tg-width=\"1536\" tg-height=\"1002\"/></p><p>用户留存数据显示这一趋势并非昙花一现。Consumer Edge信用卡面板数据显示，某头部"氛围编程"平台的美国用户群体在注册后数月内收入留存率超过100%，表明用户不仅留存还在扩大使用规模。</p><p>这些平台还带动了相关基础设施产品的增长。数据库服务商Supabase的流量增长与核心氛围编程平台几乎同步，过去九个月的增长速度较此前数年显著加快。通过Replit和Lovable构建并发布的网站为各自平台贡献了可观流量，显示出平台生态效应。</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>全球Top 100 AI应用最新榜单：ChatGPT居首，谷歌大幅追赶位居次席，阿里夸克冲到第9</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全球Top 100 AI应用最新榜单：ChatGPT居首，谷歌大幅追赶位居次席，阿里夸克冲到第9\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-08-31 08:30 北京时间 <a href=https://wallstreetcn.com/articles/3754603><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>全球AI消费级应用格局正趋向稳定，头部竞争却愈发激烈。最新发布的全球Top 100生成式AI消费应用榜单显示，ChatGPT继续稳居首位，但谷歌通过多产品矩阵策略大幅缩小差距，其通用助手Gemini在网页端获得ChatGPT约12%的访问量，位列第二。中国AI产品在全球市场表现强劲，阿里巴巴旗下夸克AI助手跃升至网页端第9位，字节跳动豆包位列第12位。榜单数据显示，50个网页端应用中有3个主要服务...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3754603\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0eb98587b5c81b2fc132df8572df3306","relate_stocks":{"BK4573":"虚拟现实","LU2089283258.USD":"安联环球可持续基金Cl AM Dis","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","LU2065171402.SGD":"M&G (LUX) GLOBAL MAXIMA \"A\" (SGD) INC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","LU0072462426.USD":"贝莱德全球配置 A2","LU0149725797.USD":"汇丰美国股市经济规模基金","BABA":"阿里巴巴","LU1201861165.SGD":"Natixis Harris Associates Global Equity PA SGD","LU0079474960.USD":"联博美国增长基金A","LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU1815333072.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"AUP\" (USD) 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SGD","LU1008478684.HKD":"UBS (LUX) EQUITY FUND - CHINA OPPORTUNITY \"P\" (HKD) ACC"},"source_url":"https://wallstreetcn.com/articles/3754603","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2563834888","content_text":"全球AI消费级应用格局正趋向稳定，头部竞争却愈发激烈。最新发布的全球Top 100生成式AI消费应用榜单显示，ChatGPT继续稳居首位，但谷歌通过多产品矩阵策略大幅缩小差距，其通用助手Gemini在网页端获得ChatGPT约12%的访问量，位列第二。中国AI产品在全球市场表现强劲，阿里巴巴旗下夸克AI助手跃升至网页端第9位，字节跳动豆包位列第12位。榜单数据显示，50个网页端应用中有3个主要服务中国用户的产品跻身前20，另有7个中国开发的产品主要面向海外市场。谷歌首次以独立域名形式在榜单中占据四个席位，展现其AI产品矩阵化布局效果。除Gemini外，面向开发者的AI Studio首次进入前10，学术研究工具NotebookLM排名第13，AI实验平台Google Labs位列第39。移动端竞争格局更为胶着，Gemini的月活用户数接近ChatGPT的一半。X平台的Grok助手表现亮眼，从2024年底的零起步迅速积累超2000万月活用户，在移动端排名第23位。中国开发的移动应用占据榜单近半壁江山，估计50个移动应用中有22个由中国团队开发。谷歌多产品矩阵首次独立上榜谷歌通过域名分离策略，首次让旗下AI产品能够被独立追踪和排名。Gemini在网页端位居第二，访问量达到ChatGPT的12%左右，在移动端的月活用户数更是接近ChatGPT的一半，显示出强劲的增长势头。AI Studio作为面向开发者的沙盒平台成功跻身前10，该平台支持用户构建Gemini多模态模型应用。NotebookLM在从Google Labs独立后排名第13位，这一学术研究工具在近一年来稳步增长，仅在夏季学术用户流失期间略有下滑。Google Labs排名第39位，该平台承载多个AI实验项目，包括视频模型Veo 3、服装试穿应用Doppl等。数据显示，Veo 3发布后Google Labs流量激增超13%，创下过去一年最大单月涨幅。中国AI产品全球化程度显著提升在主要服务中国用户的产品中，阿里巴巴夸克排名第9，字节跳动豆包位列第12，月之暗面Kimi排名第17，这些产品超过75%的流量来自中国。更值得关注的是中国开发产品的全球化趋势。据统计，7个中国开发的AI产品主要服务海外市场，包括DeepSeek、海螺和可灵等视频生成模型，以及SeaArt图像生成工具等。移动端中国产品优势更加明显，估计50个移动应用中有22个由中国团队开发，但仅有3个主要服务中国市场。美图公司贡献5个应用，字节跳动推出4个产品，展现出强大的移动AI产品开发实力。通用助手竞争白热化虽然ChatGPT保持领先地位，但竞争对手正快速缩小差距。X平台的Grok在移动端表现尤为突出，从2024年底零基础起步，目前月活用户已超2000万。Grok在7月发布新模型Grok 4后移动端使用量激增近40%，动漫角色Ani的推出进一步推动用户增长。Meta的AI助手增长相对温和，Meta AI在网页端仅排名第46位，未能进入移动端前50。该产品5月底上线后增长缓慢，6月份用户发现部分对话内容出现在公共信息流中的事件进一步影响了用户信心。DeepSeek在经历2月份的高峰后大幅回落，网页端访问量较峰值下降超40%，移动端也下滑22%。相比之下，Perplexity在各平台均保持强劲增长势头，Claude在网页端持续增长但移动端增长放缓。\"氛围编程\"成新兴增长点AI辅助编程工具正成为新的增长领域。继3月份榜单仅有Bolt一款产品后，Lovable和Replit均成功进入主榜单，Lovable更是跃升至第22位，显示AI应用生成领域的快速崛起。用户留存数据显示这一趋势并非昙花一现。Consumer Edge信用卡面板数据显示，某头部\"氛围编程\"平台的美国用户群体在注册后数月内收入留存率超过100%，表明用户不仅留存还在扩大使用规模。这些平台还带动了相关基础设施产品的增长。数据库服务商Supabase的流量增长与核心氛围编程平台几乎同步，过去九个月的增长速度较此前数年显著加快。通过Replit和Lovable构建并发布的网站为各自平台贡献了可观流量，显示出平台生态效应。","news_type":1,"symbols_score_info":{"09988":0.6,"BABA":1,"ALBmain":1,"GOOG":1,"GOOGL":1,"USJW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":91,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":430310333812984,"gmtCreate":1746077703482,"gmtModify":1746077704819,"author":{"id":"4106797139795800","authorId":"4106797139795800","name":"波西米亚风起","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106797139795800","authorIdStr":"4106797139795800"},"themes":[],"htmlText":"辟谣的 那么慢！看看人家阿里，一个小时辟谣了否认deepseek收购","listText":"辟谣的 那么慢！看看人家阿里，一个小时辟谣了否认deepseek收购","text":"辟谣的 那么慢！看看人家阿里，一个小时辟谣了否认deepseek收购","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430310333812984","repostId":"1104652194","repostType":2,"repost":{"id":"1104652194","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1746077344,"share":"https://www.laohu8.com/m/news/1104652194?lang=&edition=full","pubTime":"2025-05-01 13:29","market":"us","language":"zh","title":"特斯拉董事长辟谣董事会已联系猎头寻找新任CEO替代马斯克","url":"https://stock-news.laohu8.com/highlight/detail?id=1104652194","media":"老虎资讯综合","summary":"特斯拉董事长表示，特斯拉的首席执行官是埃隆·马斯克，董事会对他继续执行未来令人振奋的增长计划的能力充满信心；有关董事会已联系猎头公司寻找新任CEO的媒体报道“完全不实”。","content":"<html><head></head><body><p>特斯拉董事长Robyn Denholm表示，特斯拉的首席执行官是埃隆·马斯克，董事会对他继续执行未来令人振奋的增长计划的能力充满信心；有关董事会已联系猎头公司寻找新任CEO的媒体报道“完全不实”。</p><p>马斯克本人则在社交媒体上表示：《华尔街日报》有损新闻业声誉。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/14182b85b7c3229c319243ad1799f32f\" tg-width=\"895\" tg-height=\"390\"/></p><p>消息公布后，特斯拉夜盘转升1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5adf2d7827f94ed521facde7cc808ffb\" title=\"\" tg-width=\"523\" tg-height=\"181\"/></p><p>此前外电报道，约一个月前，随着特斯拉(TSLA)股价下跌，以及部分投资者对马斯克专注白宫事务的不满，特斯拉董事会开始认真考虑寻找马斯克的继任者。据知情人士透露，董事会成员已联系多家高管猎头公司，着手制定正式流程物色下一任CEO。当时公司内部矛盾不断升级：销量与利润急剧恶化，马斯克长期驻留华盛顿。在此期间，董事会与马斯克召开进展汇报会，要求其必须投入更多精力于特斯拉事务，并需公开表态。马斯克未表示异议。</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>特斯拉董事长辟谣董事会已联系猎头寻找新任CEO替代马斯克</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{ 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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特斯拉董事长辟谣董事会已联系猎头寻找新任CEO替代马斯克\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\">2025-05-01 13:29</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>特斯拉董事长Robyn Denholm表示，特斯拉的首席执行官是埃隆·马斯克，董事会对他继续执行未来令人振奋的增长计划的能力充满信心；有关董事会已联系猎头公司寻找新任CEO的媒体报道“完全不实”。</p><p>马斯克本人则在社交媒体上表示：《华尔街日报》有损新闻业声誉。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/14182b85b7c3229c319243ad1799f32f\" tg-width=\"895\" tg-height=\"390\"/></p><p>消息公布后，特斯拉夜盘转升1%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/5adf2d7827f94ed521facde7cc808ffb\" title=\"\" tg-width=\"523\" tg-height=\"181\"/></p><p>此前外电报道，约一个月前，随着特斯拉(TSLA)股价下跌，以及部分投资者对马斯克专注白宫事务的不满，特斯拉董事会开始认真考虑寻找马斯克的继任者。据知情人士透露，董事会成员已联系多家高管猎头公司，着手制定正式流程物色下一任CEO。当时公司内部矛盾不断升级：销量与利润急剧恶化，马斯克长期驻留华盛顿。在此期间，董事会与马斯克召开进展汇报会，要求其必须投入更多精力于特斯拉事务，并需公开表态。马斯克未表示异议。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/968c7f56416ea450ba452ed25e324d2e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104652194","content_text":"特斯拉董事长Robyn Denholm表示，特斯拉的首席执行官是埃隆·马斯克，董事会对他继续执行未来令人振奋的增长计划的能力充满信心；有关董事会已联系猎头公司寻找新任CEO的媒体报道“完全不实”。马斯克本人则在社交媒体上表示：《华尔街日报》有损新闻业声誉。消息公布后，特斯拉夜盘转升1%。此前外电报道，约一个月前，随着特斯拉(TSLA)股价下跌，以及部分投资者对马斯克专注白宫事务的不满，特斯拉董事会开始认真考虑寻找马斯克的继任者。据知情人士透露，董事会成员已联系多家高管猎头公司，着手制定正式流程物色下一任CEO。当时公司内部矛盾不断升级：销量与利润急剧恶化，马斯克长期驻留华盛顿。在此期间，董事会与马斯克召开进展汇报会，要求其必须投入更多精力于特斯拉事务，并需公开表态。马斯克未表示异议。","news_type":1,"symbols_score_info":{"TSLA":1.1}},"isVote":1,"tweetType":1,"viewCount":576,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":430166409982368,"gmtCreate":1746016368736,"gmtModify":1746016370600,"author":{"id":"4106797139795800","authorId":"4106797139795800","name":"波西米亚风起","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106797139795800","authorIdStr":"4106797139795800"},"themes":[],"htmlText":"美国人民的眼睛雪亮的","listText":"美国人民的眼睛雪亮的","text":"美国人民的眼睛雪亮的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/430166409982368","repostId":"1108958691","repostType":2,"repost":{"id":"1108958691","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1746016263,"share":"https://www.laohu8.com/m/news/1108958691?lang=&edition=full","pubTime":"2025-04-30 20:31","market":"us","language":"zh","title":"美国第一季度GDP负增长！","url":"https://stock-news.laohu8.com/highlight/detail?id=1108958691","media":"老虎资讯综合","summary":"创2022年第二季度以来新低。","content":"<html><head></head><body>美国第一季度实际GDP年化季率初值录得-0.3%，创2022年第二季度以来新低。预期：0.3%，前值：2.4%。</body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美国第一季度GDP负增长！</title>\n<style 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20:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body>美国第一季度实际GDP年化季率初值录得-0.3%，创2022年第二季度以来新低。预期：0.3%，前值：2.4%。</body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5e44b70b343e617916e4a645ff4d3c6c","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108958691","content_text":"美国第一季度实际GDP年化季率初值录得-0.3%，创2022年第二季度以来新低。预期：0.3%，前值：2.4%。","news_type":1,"symbols_score_info":{"ESmain":1.1,"NQmain":1.1,"YMmain":1.1}},"isVote":1,"tweetType":1,"viewCount":643,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377495014551944,"gmtCreate":1733200994332,"gmtModify":1733203915886,"author":{"id":"4106797139795800","authorId":"4106797139795800","name":"波西米亚风起","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106797139795800","authorIdStr":"4106797139795800"},"themes":[],"htmlText":"会买其他哪家呢？","listText":"会买其他哪家呢？","text":"会买其他哪家呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377495014551944","repostId":"1111170527","repostType":2,"repost":{"id":"1111170527","kind":"news","pubTimestamp":1733194825,"share":"https://www.laohu8.com/m/news/1111170527?lang=&edition=full","pubTime":"2024-12-03 11:00","market":"us","language":"zh","title":"消息称英伟达GB200芯片量产时间推迟，微软削减40%订单","url":"https://stock-news.laohu8.com/highlight/detail?id=1111170527","media":"IT之家","summary":"GB200 是 Blackwell GPU 架构的一部分。","content":"<html><head></head><body><p>据台媒工商时报报道，<strong>市场传出英伟达下一代 Blackwell 架构芯片 GB200 的量产计划再度遭遇技术瓶颈，而微软将削减订单。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d81637ff7d312bfcf511a4d3732b3bcd\" title=\"\" tg-width=\"600\" tg-height=\"338\"/></p><p style=\"text-align: justify;\">供应链透露，这次出现问题的是背板连接设计，<strong>因美国供应商的 Cartridge 连接器测试良率不佳，量产时间恐再推迟至 2025 年 3 月</strong>。英伟达正积极寻找替代者，不过碍于专利障碍及产能爬坡等问题，恐怕需要一段时间才能解决。</p><p style=\"text-align: justify;\">英伟达 GB200 采用台积电最先进的 CoWoS-L 先进封装技术，并整合高度复杂机柜设计。然而因设计复杂命运多舛，量产时间几经延迟。英伟达日前法说会上指出，Blackwell 生产已全面启动，但现在情况是供应不足，将携手合作伙伴克服。</p><p style=\"text-align: justify;\">报道称，供应链查访显示，微软已开出第一枪，将订单削减了 40%，部分转单至明年中推出的 GB300。</p><p style=\"text-align: justify;\">据了解，GB200 是英伟达 Blackwell GPU 架构的一部分，其性能最高可达前代 H100 GPU 的五倍，尤其是在人工智能方面。GB200 旨在处理大规模机器学习模型，例如用于大型语言模型（LLM）的人工智能训练。不过其功耗相当高，根据冷却配置的不同，需要 700W 到 1200W 的功率。而英伟达的 GB300 将采用全液冷系统，并且还将采用插槽式设计，便于 GPU 的安装和拆卸，与目前的焊接设计不同。</p></body></html>","source":"ithome","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>消息称英伟达GB200芯片量产时间推迟，微软削减40%订单</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n消息称英伟达GB200芯片量产时间推迟，微软削减40%订单\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-03 11:00 北京时间 <a href=https://www.ithome.com/0/814/929.htm><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据台媒工商时报报道，市场传出英伟达下一代 Blackwell 架构芯片 GB200 的量产计划再度遭遇技术瓶颈，而微软将削减订单。供应链透露，这次出现问题的是背板连接设计，因美国供应商的 Cartridge 连接器测试良率不佳，量产时间恐再推迟至 2025 年 3 月。英伟达正积极寻找替代者，不过碍于专利障碍及产能爬坡等问题，恐怕需要一段时间才能解决。英伟达 GB200 采用台积电最先进的 ...</p>\n\n<a href=\"https://www.ithome.com/0/814/929.htm\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b2ecc643d29637153359008308b86ea","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.ithome.com/0/814/929.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111170527","content_text":"据台媒工商时报报道，市场传出英伟达下一代 Blackwell 架构芯片 GB200 的量产计划再度遭遇技术瓶颈，而微软将削减订单。供应链透露，这次出现问题的是背板连接设计，因美国供应商的 Cartridge 连接器测试良率不佳，量产时间恐再推迟至 2025 年 3 月。英伟达正积极寻找替代者，不过碍于专利障碍及产能爬坡等问题，恐怕需要一段时间才能解决。英伟达 GB200 采用台积电最先进的 CoWoS-L 先进封装技术，并整合高度复杂机柜设计。然而因设计复杂命运多舛，量产时间几经延迟。英伟达日前法说会上指出，Blackwell 生产已全面启动，但现在情况是供应不足，将携手合作伙伴克服。报道称，供应链查访显示，微软已开出第一枪，将订单削减了 40%，部分转单至明年中推出的 GB300。据了解，GB200 是英伟达 Blackwell GPU 架构的一部分，其性能最高可达前代 H100 GPU 的五倍，尤其是在人工智能方面。GB200 旨在处理大规模机器学习模型，例如用于大型语言模型（LLM）的人工智能训练。不过其功耗相当高，根据冷却配置的不同，需要 700W 到 1200W 的功率。而英伟达的 GB300 将采用全液冷系统，并且还将采用插槽式设计，便于 GPU 的安装和拆卸，与目前的焊接设计不同。","news_type":1,"symbols_score_info":{"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":1029,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365258351448368,"gmtCreate":1730215626391,"gmtModify":1730215785086,"author":{"id":"4106797139795800","authorId":"4106797139795800","name":"波西米亚风起","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4106797139795800","authorIdStr":"4106797139795800"},"themes":[],"htmlText":"打脸不","listText":"打脸不","text":"打脸不","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365258351448368","isVote":1,"tweetType":1,"viewCount":1745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}