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碍国人士

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- 碍国人士碍国人士
  ·05-06
  完了 **你要跌停了
  预告：央行、证监会等部门7日上午9时将发声，介绍“一揽子金融政策支持稳市场稳预期”有关情况
  国务院新闻办公室将于5月7日上午9时举行新闻发布会，请中国人民银行、国家金融监督管理总局、中国证券监督管理委员会负责人介绍“一揽子金融政策支持稳市场稳预期”有关情况，并答记者问。
  预告：央行、证监会等部门7日上午9时将发声，介绍“一揽子金融政策支持稳市场稳预期”有关情况
  789 评论
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- 碍国人士碍国人士
  ·02-07
  $上证指数(000001.SH)$
  753 评论
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- 碍国人士碍国人士
  ·02-06
  $上证指数(000001.SH)$
  807 评论
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- 碍国人士碍国人士
  ·01-31
  老黄面圣去了啊
  美国白宫官员：美国总统特朗普将在白宫会见英伟达首席执行官
  美国白宫官员：美国总统特朗普将在白宫会见英伟达首席执行官
  美国白宫官员：美国总统特朗普将在白宫会见英伟达首席执行官
  745 评论
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- 碍国人士碍国人士
  ·01-28
  庄砸过了开始往回找补了这个人ai 是中文语言an的碾压而已不过如此无伤大雅个人认为
  华尔街力挺美国AI股：DeepSeek不足为惧，不要过度悲观
  或将推动对计算能力的更高需求。
  华尔街力挺美国AI股：DeepSeek不足为惧，不要过度悲观
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18:20</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>国务院新闻办公室将于5月7日上午9时举行新闻发布会，请中国人民银行、国家金融监督管理总局、中国证券监督管理委员会负责人介绍“一揽子金融政策支持稳市场稳预期”有关情况，并答记者问。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c318bcd91a109139b7d70c76c30bb154","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1158164901","content_text":"国务院新闻办公室将于5月7日上午9时举行新闻发布会，请中国人民银行、国家金融监督管理总局、中国证券监督管理委员会负责人介绍“一揽子金融政策支持稳市场稳预期”有关情况，并答记者问。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":789,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":401008129999128,"gmtCreate":1738909905442,"gmtModify":1738909906198,"author":{"id":"4189244168498682","authorId":"4189244168498682","name":"碍国人士","avatar":"https://static.tigerbbs.com/a666adc4636ae823afae45e29bc36320","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4189244168498682","authorIdStr":"4189244168498682"},"themes":[],"htmlText":"<a 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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美国白宫官员：美国总统特朗普将在白宫会见英伟达首席执行官\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\">2025-01-31 21:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>美国白宫官员表示：美国总统特朗普将在白宫会见英伟达首席执行官。</p><p>英伟达盘前跌幅短线收窄，一度转涨。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/57ad66c83796c50731ef69a802b644e7","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1164263308","content_text":"美国白宫官员表示：美国总统特朗普将在白宫会见英伟达首席执行官。英伟达盘前跌幅短线收窄，一度转涨。","news_type":1,"symbols_score_info":{}},"isVote":1,"tweetType":1,"viewCount":745,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":397462502412480,"gmtCreate":1738059424611,"gmtModify":1738059426446,"author":{"id":"4189244168498682","authorId":"4189244168498682","name":"碍国人士","avatar":"https://static.tigerbbs.com/a666adc4636ae823afae45e29bc36320","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4189244168498682","authorIdStr":"4189244168498682"},"themes":[],"htmlText":"庄砸过了 开始往回找补了 这个人ai 是中文语言an的碾压而已 不过如此 无伤大雅 个人认为","listText":"庄砸过了 开始往回找补了 这个人ai 是中文语言an的碾压而已 不过如此 无伤大雅 个人认为","text":"庄砸过了 开始往回找补了 这个人ai 是中文语言an的碾压而已 不过如此 无伤大雅 个人认为","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/397462502412480","repostId":"1188738525","repostType":2,"repost":{"id":"1188738525","kind":"news","pubTimestamp":1738057383,"share":"https://www.laohu8.com/m/news/1188738525?lang=&edition=full","pubTime":"2025-01-28 17:43","market":"us","language":"zh","title":"华尔街力挺美国AI股：DeepSeek不足为惧，不要过度悲观","url":"https://stock-news.laohu8.com/highlight/detail?id=1188738525","media":"英为财情","summary":"或将推动对计算能力的更高需求。","content":"<html><head></head><body><p>昨日（1月27日），全球科技股剧烈波动，中国AI初创企业DeepSeek点燃了外界对美国在AI领域技术优势的担忧。</p><p style=\"text-align: start;\">周末，DeepSeek推出新AI模型，此模型成本效益远远甩开美国同类型模型，能在较不先进的芯片上稳定运行，进而引发了人们对英伟达等AI股高估值的疑问。</p><p style=\"text-align: start;\">昨日，英伟达大跌17%，创美股史上最大的单日市值蒸发。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/964f78bbfd803a39c98a3e1ef0e22e74\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">Raymond James分析师在报告中指出，若DeepSeek的创新得以广泛应用，美国超大规模企业的模型训练成本有望大幅降低，这或将引发人们重新审视部分企业是否有必要建造100万XPU/GPU集群。</p><p style=\"text-align: start;\">然而，<strong>看起来更合理的情况是，DeepSeek的进步很可能会促使美国的超大规模数据中心利用其获取图形处理单元（GPU）的优势，进一步将自己与成本效益较高的替代品区分开来。分析师接着说道，“星际之门项目和Meta关于资本支出评论明显支持这一观点。”</strong></p><p style=\"text-align: start;\">此外，分析师还指出，训练成本的降低有望拓展AI的应用场景，推动推理技术的快速发展。据悉，R1和OpenAI等推理模型对计算能力的需求较高。</p><p style=\"text-align: start;\">DeepSeek由中国量化基金领军人物梁文锋创立，其AI模型与OpenAI和Meta的同类产品不相上下。投资者Marc Andreessen对其赞誉有加，称其为“最令人惊叹和印象深刻的突破之一”。</p><p style=\"text-align: start;\">该模型能够根据用户提示进行推理解释，上周发布后迅速登上苹果App Store排行榜榜首，其透明度备受赞誉。</p><p style=\"text-align: start;\">中国相关AI股票对此反应热烈。A股上市的每日互动因集成DeepSeek模型于公司营销平台中，股价涨停。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/99fe0434ee9e68cebba21f59fc570ee8\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">另一方面，<strong>Bernstein 分析师认为，DeepSeek的进步并不足以引起美国超大规模企业的恐慌。</strong>不过，他们承认，在模型成本持续上升的背景下，此类创新对AI的发展至关重要。</p><p style=\"text-align: start;\">分析师表示，<strong>DeepSeek所实现的效率提升，或将推动对计算能力的更高需求，而非减少长期支出。其策略或许并非其他顶级AI实验室所未知，因此此类创新或非完全独特。</strong></p><p style=\"text-align: start;\">Bernstein<strong> </strong>还指出，<strong>Meta增加的资本支出、Stargate公告以及中国1400亿美元的AI支出计划，均表明AI领域的投资正在加速。</strong></p><p style=\"text-align: start;\">在此背景下，分析师仍对美国AI相关股票持乐观态度，特别是英伟达和博通，并建议投资者勿轻信网上流传的悲观预测。</p></body></html>","source":"ywcq","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>华尔街力挺美国AI股：DeepSeek不足为惧，不要过度悲观</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华尔街力挺美国AI股：DeepSeek不足为惧，不要过度悲观\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-01-28 17:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://cn.investing.com/news/stock-market-news/article-2650465><strong>英为财情</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>昨日（1月27日），全球科技股剧烈波动，中国AI初创企业DeepSeek点燃了外界对美国在AI领域技术优势的担忧。周末，DeepSeek推出新AI模型，此模型成本效益远远甩开美国同类型模型，能在较不先进的芯片上稳定运行，进而引发了人们对英伟达等AI股高估值的疑问。昨日，英伟达大跌17%，创美股史上最大的单日市值蒸发。Raymond James分析师在报告中指出，若DeepSeek的创新得以广泛应用...</p>\n\n<a href=\"https://cn.investing.com/news/stock-market-news/article-2650465\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9859cd9504ee1e4ffd60d05066306561","relate_stocks":{"AVGO":"博通","NVDA":"英伟达","META":"Meta Platforms, Inc."},"source_url":"https://cn.investing.com/news/stock-market-news/article-2650465","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188738525","content_text":"昨日（1月27日），全球科技股剧烈波动，中国AI初创企业DeepSeek点燃了外界对美国在AI领域技术优势的担忧。周末，DeepSeek推出新AI模型，此模型成本效益远远甩开美国同类型模型，能在较不先进的芯片上稳定运行，进而引发了人们对英伟达等AI股高估值的疑问。昨日，英伟达大跌17%，创美股史上最大的单日市值蒸发。Raymond James分析师在报告中指出，若DeepSeek的创新得以广泛应用，美国超大规模企业的模型训练成本有望大幅降低，这或将引发人们重新审视部分企业是否有必要建造100万XPU/GPU集群。然而，看起来更合理的情况是，DeepSeek的进步很可能会促使美国的超大规模数据中心利用其获取图形处理单元（GPU）的优势，进一步将自己与成本效益较高的替代品区分开来。分析师接着说道，“星际之门项目和Meta关于资本支出评论明显支持这一观点。”此外，分析师还指出，训练成本的降低有望拓展AI的应用场景，推动推理技术的快速发展。据悉，R1和OpenAI等推理模型对计算能力的需求较高。DeepSeek由中国量化基金领军人物梁文锋创立，其AI模型与OpenAI和Meta的同类产品不相上下。投资者Marc Andreessen对其赞誉有加，称其为“最令人惊叹和印象深刻的突破之一”。该模型能够根据用户提示进行推理解释，上周发布后迅速登上苹果App Store排行榜榜首，其透明度备受赞誉。中国相关AI股票对此反应热烈。A股上市的每日互动因集成DeepSeek模型于公司营销平台中，股价涨停。另一方面，Bernstein 分析师认为，DeepSeek的进步并不足以引起美国超大规模企业的恐慌。不过，他们承认，在模型成本持续上升的背景下，此类创新对AI的发展至关重要。分析师表示，DeepSeek所实现的效率提升，或将推动对计算能力的更高需求，而非减少长期支出。其策略或许并非其他顶级AI实验室所未知，因此此类创新或非完全独特。Bernstein 还指出，Meta增加的资本支出、Stargate公告以及中国1400亿美元的AI支出计划，均表明AI领域的投资正在加速。在此背景下，分析师仍对美国AI相关股票持乐观态度，特别是英伟达和博通，并建议投资者勿轻信网上流传的悲观预测。","news_type":1,"symbols_score_info":{"AVGO":1.1,"META":1.1,"NVDA":1.1}},"isVote":1,"tweetType":1,"viewCount":984,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"following","isTTM":false}