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無羈的風
無羈的風
·
08-11
$NVTS 20250815 8.0 CALL$
好坑
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無羈的風
無羈的風
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08-11
$Direxion Daily TSLA Bull 2X Shares(TSLL)$
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無羈的風
無羈的風
·
08-08
这主要看个人心态，看能不能保持长期的眼光、布局
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無羈的風
無羈的風
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08-08
$Direxion Daily TSLA Bull 2X Shares(TSLL)$
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無羈的風
無羈的風
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08-06
$Direxion Daily TSLA Bull 2X Shares(TSLL)$
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無羈的風
無羈的風
·
08-01
时间拉的太远了，那时好多人都去天堂了[捂脸]
消息称特斯拉 AI6 芯片将优先用于 Optimus 机器人与 Dojo 超算，而非汽车
IT之家 7 月 31 日消息，特斯拉已与三星签署上百亿美元的 AI6 芯片协议，据行业分析师预测，特斯拉的 2 纳米 AI6 芯片将于 2028 年进入大规模生产阶段，其产量峰值预计将在 2029 年至 2032 年期间出现。据韩媒 ETNews 报道，三星已经开始了 AI6 芯片制造的规划工作，但初步设计主要是面向下一代 Optimus 人形机器人和 Dojo FSD 超级计算机集群，而非特斯拉汽车。
消息称特斯拉 AI6 芯片将优先用于 Optimus 机器人与 Dojo 超算，而非汽车
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無羈的風
無羈的風
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07-30
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無羈的風
無羈的風
·
06-07
[开心] 看好
隐形护城河：为什么AI军工股可能是未来10年最稳的大趋势？（2025年第24周 总第225期）
@谋定后动：
在商业世界里，AI是降本增效工具；但在军政领域，AI已经成为国家命脉。过去几周，Palantir连续中标美军AI项目、微软继续扩张其五角大楼云业务、Anduril则加速部署AI作战平台。《华尔街日报》《彭博》《DefenseOne》等媒体已频繁使用一个新名词来描述这一趋势：AI Military-Industrial Complex（AI军工复合体）。 这是美国军政体系正在构建的下一代核心能力，不仅绑定国家安全预算，更关乎未来战争的控制权。今天我们就来看看：在美股市场中，谁才是真正的“国家底牌”？ 什么是“AI军工复合体”？ 这个概念首次由前美国国防副部长 Robert O. Work 在CSIS智库演讲中提出，用于描述AI在国防系统中的系统性渗透。他认为：“未来五年，美国不会输在导弹数量，而是输在算法质量。”。它的关键特征包括： 稳定订单来源：2024年美联邦预算中，国防部AI支出超35亿美元（来源：Congressional Budget Office）； 安全门槛高：所有服务提供者必须通过“机密信息操作许可”（Classified Operations Clearance）； 政策倾斜明显：拜登政府2023年发布《AI国防应用战略》，明确支持AI在国防情报与战术领域全面部署； 地缘政治背景强：在与中国和俄罗斯的长期战略博弈中，AI已被明确列为“决定性技术”。 这不是一般意义的“新概念股”，而是一个在国家预算与安全体系中开辟出来的“深护城河赛道”。 三家公司，三种“国家底牌”形态 1）Palantir（PLTR）：AI军政中枢 Palantir 的Gotham系统广泛应用于CIA、NSA、国土安全部（DHS）和美军中央司令部，已运行超过十年。 2025年Q1财报显示，PLTR政府业务收入为3.34亿美元，同比增长16%，占总收入的55%； 最新获得“国防AI伙伴关系”五
隐形护城河：为什么AI军工股可能是未来10年最稳的大趋势？（2025年第24周 总第225期）
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無羈的風
無羈的風
·
06-04
$蔚来(NIO)$
加油，继续持有～
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無羈的風
無羈的風
·
05-26
$霸王茶姬(CHA)$
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href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a> ","listText":"<a href=\"https://laohu8.com/S/TSLL\">$Direxion Daily TSLA Bull 2X Shares(TSLL)$ </a> ","text":"$Direxion Daily TSLA Bull 2X 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","text":"时间拉的太远了，那时好多人都去天堂了[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462977960825376","repostId":"2555832838","repostType":2,"repost":{"id":"2555832838","kind":"news","pubTimestamp":1753974338,"share":"https://www.laohu8.com/m/news/2555832838?lang=&edition=full","pubTime":"2025-07-31 23:05","market":"us","language":"zh","title":"消息称特斯拉 AI6 芯片将优先用于 Optimus 机器人与 Dojo 超算，而非汽车","url":"https://stock-news.laohu8.com/highlight/detail?id=2555832838","media":"IT之家","summary":"IT之家 7 月 31 日消息，特斯拉已与三星签署上百亿美元的 AI6 芯片协议，据行业分析师预测，特斯拉的 2 纳米 AI6 芯片将于 2028 年进入大规模生产阶段，其产量峰值预计将在 2029 年至 2032 年期间出现。据韩媒 ETNews 报道，三星已经开始了 AI6 芯片制造的规划工作，但初步设计主要是面向下一代 Optimus 人形机器人和 Dojo FSD 超级计算机集群，而非特斯拉汽车。","content":"<p><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>已与<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>签署上百亿美元的 AI6 芯片协议，据行业分析师预测，特斯拉的 2 纳米 AI6 芯片将于 2028 年进入大规模生产阶段，其产量峰值预计将在 2029 年至 2032 年期间出现。</p><p>据韩媒 ETNews 报道，三星已经开始了 AI6 芯片制造的规划工作，但初步设计主要是面向下一代 Optimus 人形机器人和 Dojo FSD 超级计算机集群，而非特斯拉汽车。</p><p>IT之家注意到，埃隆・马斯克在上一次季度电话会议中曾表示，特斯拉计划在其所有需要该芯片的产品中使用同一款 AI6 芯片，包括汽车、机器人以及庞大的 Dojo 计算机视觉项目。同时，他还提到特斯拉的车辆将在 2026 年底开始配备下一代自动驾驶硬件，而其中的 AI5 芯片性能如此出色，以至于可能会与美国政府对人工智能计算能力的出口管制产生冲突。</p><p>特斯拉之所以选择三星，很可能是出于价格和产能的考虑，因为特斯拉并非<a href=\"https://laohu8.com/S/TSM\">台积电</a>的核心客户。三星还将允许特斯拉共同开发 AI6 芯片，马斯克甚至表示他将亲自前往得克萨斯州泰勒工厂检查生产线，寻找优化和降低成本的机会。</p><p>对于三星而言，这笔交易对其代工业务来说无疑是天赐良机。三星自家的 Exynos 芯片由于在热管理方面存在挑战，与台积电代工生产的<a href=\"https://laohu8.com/S/QCOM\">高通</a>骁龙系列相比，往往表现逊色。</p><p>三星此前在 2 纳米 GAA 生产工艺的良品率方面也面临困境，但已将其从最初的低水平提高到约 40%，并且预计在明年新设备安装完成后，泰勒工厂的良品率将达到 60% 或以上。如果达不到这一目标，三星可能会以成本价甚至亏损的方式为特斯拉生产 AI6 芯片，但据报道，特斯拉的这一亏损订单仍被认为具有价值，因为其有助于打破台积电在现代芯片生产工艺上的垄断地位。</p>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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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消息称特斯拉 AI6 芯片将优先用于 Optimus 机器人与 Dojo 超算，而非汽车\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-07-31 23:05 北京时间 <a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025073123055994c691ff&s=b><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉已与三星签署上百亿美元的 AI6 芯片协议，据行业分析师预测，特斯拉的 2 纳米 AI6 芯片将于 2028 年进入大规模生产阶段，其产量峰值预计将在 2029 年至 2032 年期间出现。据韩媒 ETNews 报道，三星已经开始了 AI6 芯片制造的规划工作，但初步设计主要是面向下一代 Optimus 人形机器人和 Dojo FSD 超级计算机集群，而非特斯拉汽车。IT之家注意到，埃隆・...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025073123055994c691ff&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","LU0345770993.USD":"NINETY ONE GSF GLOBAL STRATEGIC EQUITY 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Growth Cl AMg2 DIS H2-SGD","LU2360106780.USD":"BGF WORLD TECHNOLOGY \"A4\" (USD) INC","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","BK4516":"特朗普概念","TSYW.SI":"TESLA 3xLongSG261006","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU2756315318.SGD":"ALLIANZ INCOME AND GROWTH \"AMG\" (SGDHDG) INC A"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2025073123055994c691ff&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2555832838","content_text":"特斯拉已与三星签署上百亿美元的 AI6 芯片协议，据行业分析师预测，特斯拉的 2 纳米 AI6 芯片将于 2028 年进入大规模生产阶段，其产量峰值预计将在 2029 年至 2032 年期间出现。据韩媒 ETNews 报道，三星已经开始了 AI6 芯片制造的规划工作，但初步设计主要是面向下一代 Optimus 人形机器人和 Dojo FSD 超级计算机集群，而非特斯拉汽车。IT之家注意到，埃隆・马斯克在上一次季度电话会议中曾表示，特斯拉计划在其所有需要该芯片的产品中使用同一款 AI6 芯片，包括汽车、机器人以及庞大的 Dojo 计算机视觉项目。同时，他还提到特斯拉的车辆将在 2026 年底开始配备下一代自动驾驶硬件，而其中的 AI5 芯片性能如此出色，以至于可能会与美国政府对人工智能计算能力的出口管制产生冲突。特斯拉之所以选择三星，很可能是出于价格和产能的考虑，因为特斯拉并非台积电的核心客户。三星还将允许特斯拉共同开发 AI6 芯片，马斯克甚至表示他将亲自前往得克萨斯州泰勒工厂检查生产线，寻找优化和降低成本的机会。对于三星而言，这笔交易对其代工业务来说无疑是天赐良机。三星自家的 Exynos 芯片由于在热管理方面存在挑战，与台积电代工生产的高通骁龙系列相比，往往表现逊色。三星此前在 2 纳米 GAA 生产工艺的良品率方面也面临困境，但已将其从最初的低水平提高到约 40%，并且预计在明年新设备安装完成后，泰勒工厂的良品率将达到 60% 或以上。如果达不到这一目标，三星可能会以成本价甚至亏损的方式为特斯拉生产 AI6 芯片，但据报道，特斯拉的这一亏损订单仍被认为具有价值，因为其有助于打破台积电在现代芯片生产工艺上的垄断地位。","news_type":1,"symbols_score_info":{"TSLA":1,"TSLL":1,"TSYW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":462111059718336,"gmtCreate":1753838555093,"gmtModify":1753838556639,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"101","listText":"101","text":"101","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/462111059718336","isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":443505680253136,"gmtCreate":1749300770006,"gmtModify":1749300771697,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"[开心] 看好","listText":"[开心] 看好","text":"[开心] 看好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/443505680253136","repostId":"443395012874688","repostType":1,"repost":{"id":443395012874688,"gmtCreate":1749272938307,"gmtModify":1749274902399,"author":{"id":"3556673506813374","authorId":"3556673506813374","name":"谋定后动","avatar":"https://static.tigerbbs.com/865a6ec8ea0c03d186fb7dab736911ae","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3556673506813374","authorIdStr":"3556673506813374"},"themes":[],"title":"隐形护城河：为什么AI军工股可能是未来10年最稳的大趋势？（2025年第24周 总第225期）","htmlText":"在商业世界里，AI是降本增效工具；但在军政领域，AI已经成为国家命脉。过去几周，Palantir连续中标美军AI项目、微软继续扩张其五角大楼云业务、Anduril则加速部署AI作战平台。《华尔街日报》《彭博》《DefenseOne》等媒体已频繁使用一个新名词来描述这一趋势：AI Military-Industrial Complex（AI军工复合体）。 这是美国军政体系正在构建的下一代核心能力，不仅绑定国家安全预算，更关乎未来战争的控制权。今天我们就来看看：在美股市场中，谁才是真正的“国家底牌”？ 什么是“AI军工复合体”？ 这个概念首次由前美国国防副部长 Robert O. Work 在CSIS智库演讲中提出，用于描述AI在国防系统中的系统性渗透。他认为：“未来五年，美国不会输在导弹数量，而是输在算法质量。”。它的关键特征包括： 稳定订单来源：2024年美联邦预算中，国防部AI支出超35亿美元（来源：Congressional Budget Office）； 安全门槛高：所有服务提供者必须通过“机密信息操作许可”（Classified Operations Clearance）； 政策倾斜明显：拜登政府2023年发布《AI国防应用战略》，明确支持AI在国防情报与战术领域全面部署； 地缘政治背景强：在与中国和俄罗斯的长期战略博弈中，AI已被明确列为“决定性技术”。 这不是一般意义的“新概念股”，而是一个在国家预算与安全体系中开辟出来的“深护城河赛道”。 三家公司，三种“国家底牌”形态 1）Palantir（PLTR）：AI军政中枢 Palantir 的Gotham系统广泛应用于CIA、NSA、国土安全部（DHS）和美军中央司令部，已运行超过十年。 2025年Q1财报显示，PLTR政府业务收入为3.34亿美元，同比增长16%，占总收入的55%； 最新获得“国防AI伙伴关系”五","listText":"在商业世界里，AI是降本增效工具；但在军政领域，AI已经成为国家命脉。过去几周，Palantir连续中标美军AI项目、微软继续扩张其五角大楼云业务、Anduril则加速部署AI作战平台。《华尔街日报》《彭博》《DefenseOne》等媒体已频繁使用一个新名词来描述这一趋势：AI Military-Industrial Complex（AI军工复合体）。 这是美国军政体系正在构建的下一代核心能力，不仅绑定国家安全预算，更关乎未来战争的控制权。今天我们就来看看：在美股市场中，谁才是真正的“国家底牌”？ 什么是“AI军工复合体”？ 这个概念首次由前美国国防副部长 Robert O. Work 在CSIS智库演讲中提出，用于描述AI在国防系统中的系统性渗透。他认为：“未来五年，美国不会输在导弹数量，而是输在算法质量。”。它的关键特征包括： 稳定订单来源：2024年美联邦预算中，国防部AI支出超35亿美元（来源：Congressional Budget Office）； 安全门槛高：所有服务提供者必须通过“机密信息操作许可”（Classified Operations Clearance）； 政策倾斜明显：拜登政府2023年发布《AI国防应用战略》，明确支持AI在国防情报与战术领域全面部署； 地缘政治背景强：在与中国和俄罗斯的长期战略博弈中，AI已被明确列为“决定性技术”。 这不是一般意义的“新概念股”，而是一个在国家预算与安全体系中开辟出来的“深护城河赛道”。 三家公司，三种“国家底牌”形态 1）Palantir（PLTR）：AI军政中枢 Palantir 的Gotham系统广泛应用于CIA、NSA、国土安全部（DHS）和美军中央司令部，已运行超过十年。 2025年Q1财报显示，PLTR政府业务收入为3.34亿美元，同比增长16%，占总收入的55%； 最新获得“国防AI伙伴关系”五","text":"在商业世界里，AI是降本增效工具；但在军政领域，AI已经成为国家命脉。过去几周，Palantir连续中标美军AI项目、微软继续扩张其五角大楼云业务、Anduril则加速部署AI作战平台。《华尔街日报》《彭博》《DefenseOne》等媒体已频繁使用一个新名词来描述这一趋势：AI Military-Industrial Complex（AI军工复合体）。 这是美国军政体系正在构建的下一代核心能力，不仅绑定国家安全预算，更关乎未来战争的控制权。今天我们就来看看：在美股市场中，谁才是真正的“国家底牌”？ 什么是“AI军工复合体”？ 这个概念首次由前美国国防副部长 Robert O. Work 在CSIS智库演讲中提出，用于描述AI在国防系统中的系统性渗透。他认为：“未来五年，美国不会输在导弹数量，而是输在算法质量。”。它的关键特征包括： 稳定订单来源：2024年美联邦预算中，国防部AI支出超35亿美元（来源：Congressional Budget Office）； 安全门槛高：所有服务提供者必须通过“机密信息操作许可”（Classified Operations Clearance）； 政策倾斜明显：拜登政府2023年发布《AI国防应用战略》，明确支持AI在国防情报与战术领域全面部署； 地缘政治背景强：在与中国和俄罗斯的长期战略博弈中，AI已被明确列为“决定性技术”。 这不是一般意义的“新概念股”，而是一个在国家预算与安全体系中开辟出来的“深护城河赛道”。 三家公司，三种“国家底牌”形态 1）Palantir（PLTR）：AI军政中枢 Palantir 的Gotham系统广泛应用于CIA、NSA、国土安全部（DHS）和美军中央司令部，已运行超过十年。 2025年Q1财报显示，PLTR政府业务收入为3.34亿美元，同比增长16%，占总收入的55%； 最新获得“国防AI伙伴关系”五","images":[{"img":"https://static.tigerbbs.com/851635f090d7bc9912728dffb9f75ea9","width":"1333","height":"959"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/443395012874688","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3769,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":442473993957992,"gmtCreate":1749048861049,"gmtModify":1749048863142,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 加油，继续持有～","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$ </a> 加油，继续持有～","text":"$蔚来(NIO)$ 加油，继续持有～","images":[{"img":"https://static.tigerbbs.com/dfddf4bbdcae3c72c2856ce6e40aeb37","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/442473993957992","isVote":1,"tweetType":1,"viewCount":946,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":439286487285888,"gmtCreate":1748266469735,"gmtModify":1748266471942,"author":{"id":"4206626099006082","authorId":"4206626099006082","name":"無羈的風","avatar":"https://static.tigerbbs.com/2b1d40f145ccf64994734d1169cc7dfc","crmLevel":3,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4206626099006082","authorIdStr":"4206626099006082"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a> ","listText":"<a href=\"https://laohu8.com/S/CHA\">$霸王茶姬(CHA)$</a> ","text":"$霸王茶姬(CHA)$","images":[{"img":"https://static.tigerbbs.com/c844a5013c322c4f8d846c367f1b1c3f","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/439286487285888","isVote":1,"tweetType":1,"viewCount":507,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0}],"defaultTab":"posts","isTTM":false}