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CainLuo
IP属地：广东
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CainLuo
CainLuo
·
07-01 21:14
$英伟达(NVDA)$
前两天的涨幅都是诱骗，肯定还会继续空的，泡泡吹的太大了
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CainLuo
CainLuo
·
06-25
$英伟达(NVDA)$
之前就说过不值得那么高，全都在画大饼，这段时间就体现了，说不定还会跌回80+[贱笑] [贱笑] [贱笑]
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4
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CainLuo
CainLuo
·
06-25
$Tema Space Innovators ETF(NASA)$
继续看空，现在跌破 EMA 200，然后就会跌破发行价，至少未来一两年内不会回到40[冷漠] [冷漠] [冷漠]
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CainLuo
CainLuo
·
06-25
要是真的那么厉害，市场的的积极反应应该会推动股价的上涨，但现在反而跌扑街，那就证明老黄只是在画大饼，然后大鳄们都不想再听这些睡前故事了[贱笑] [贱笑] [贱笑]
黄仁勋英伟达股东大会释放重磅信号：AI工厂时代来临，智能体重塑计算格局
黄仁勋称，客户购买英伟达系统并非买计算工具，而是建设能直接创收的AI工厂；在基准测试中，Blackwell平台被认定为“推理之王”，token吞吐量较次优平台高30倍；Vera Rubin是英伟达史上最重要发布产品之一，Vera CPU专为智能体设计；CUDA X库生态体系是英伟达的“皇冠珠宝”；美国批准H200芯片出口后，尚未在中国获相关收入。他罕见公开示警芯片走私，称走私芯片拼凑数据中心是“死路一条”。
黄仁勋英伟达股东大会释放重磅信号：AI工厂时代来临，智能体重塑计算格局
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CainLuo
CainLuo
·
06-25
$英伟达(NVDA)$
到年底之前英伟达都不会有什么大幅度的上升，会跌到在160左右才会迎来下一轮的上升，毕竟它不是真正的AI龙头，各家厂商都在奋力逃脱英伟达的掌控
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CainLuo
CainLuo
·
06-23
$英伟达(NVDA)$
会继续空，大概跌到160左右，前面的泡沫也该被扎破了
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CainLuo
CainLuo
·
06-23
$SpaceX(SPCX)$
目前来讲Space不值得这么高的股价，至少要跌一半左右，看它发的债就知道了，现金流是一个问题，债务是一个问题，什么情况才会拆东墙补西墙？想想就知道了
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CainLuo
CainLuo
·
06-23
$英伟达(NVDA)$
一堆利好，就是涨不上去，叫好不叫座，估计真的泡泡快炸了，空它
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745
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CainLuo
CainLuo
·
06-22
$Rocket Lab USA, Inc.(RKLB)$
厉害了，纳指买入都跌成狗，要是纳指没买入不就更街扑街？
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CainLuo
CainLuo
·
06-18
$Tema Space Innovators ETF(NASA)$
这NASA估计长期都是夜盘和盘前涨，盘中拉一坨大的，要是能涨回去，名字倒过来写了
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没人能跑"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578956924486224,"gmtCreate":1782356117090,"gmtModify":1782356477976,"author":{"id":"4210205702143872","authorId":"4210205702143872","name":"CainLuo","avatar":"https://static.tigerbbs.com/148193d55ab124c2c00bcc2fe89538b4","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4210205702143872","idStr":"4210205702143872"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/NASA\">$Tema Space Innovators ETF(NASA)$</a> 继续看空，现在跌破 EMA 200，然后就会跌破发行价，至少未来一两年内不会回到40[冷漠] [冷漠] [冷漠] ","listText":"<a href=\"https://laohu8.com/S/NASA\">$Tema Space Innovators ETF(NASA)$</a> 继续看空，现在跌破 EMA 200，然后就会跌破发行价，至少未来一两年内不会回到40[冷漠] [冷漠] [冷漠] ","text":"$Tema Space Innovators ETF(NASA)$ 继续看空，现在跌破 EMA 200，然后就会跌破发行价，至少未来一两年内不会回到40[冷漠] [冷漠] [冷漠]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/578956924486224","isVote":1,"tweetType":1,"viewCount":830,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":578955906253096,"gmtCreate":1782355857104,"gmtModify":1782356487919,"author":{"id":"4210205702143872","authorId":"4210205702143872","name":"CainLuo","avatar":"https://static.tigerbbs.com/148193d55ab124c2c00bcc2fe89538b4","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4210205702143872","idStr":"4210205702143872"},"themes":[],"title":"","htmlText":"要是真的那么厉害，市场的的积极反应应该会推动股价的上涨，但现在反而跌扑街，那就证明老黄只是在画大饼，然后大鳄们都不想再听这些睡前故事了[贱笑] [贱笑] [贱笑] ","listText":"要是真的那么厉害，市场的的积极反应应该会推动股价的上涨，但现在反而跌扑街，那就证明老黄只是在画大饼，然后大鳄们都不想再听这些睡前故事了[贱笑] [贱笑] [贱笑] ","text":"要是真的那么厉害，市场的的积极反应应该会推动股价的上涨，但现在反而跌扑街，那就证明老黄只是在画大饼，然后大鳄们都不想再听这些睡前故事了[贱笑] [贱笑] [贱笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/578955906253096","repostId":"2646844906","repostType":2,"repost":{"id":"2646844906","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":1782342067,"share":"https://www.laohu8.com/m/news/2646844906?lang=zh_CN&edition=full","pubTime":"2026-06-25 07:01","market":"sg","language":"zh","title":"黄仁勋英伟达股东大会释放重磅信号：AI工厂时代来临，智能体重塑计算格局","url":"https://stock-news.laohu8.com/highlight/detail?id=2646844906","media":"华尔街见闻","summary":"黄仁勋称，客户购买英伟达系统并非买计算工具，而是建设能直接创收的AI工厂；在基准测试中，Blackwell平台被认定为“推理之王”，token吞吐量较次优平台高30倍；Vera Rubin是英伟达史上最重要发布产品之一，Vera CPU专为智能体设计；CUDA X库生态体系是英伟达的“皇冠珠宝”；美国批准H200芯片出口后，尚未在中国获相关收入。他罕见公开示警芯片走私，称走私芯片拼凑数据中心是“死路一条”。","content":"<html><head></head><body><blockquote><p>黄仁勋称，客户购买英伟达系统并非买计算工具，而是建设能直接创收的AI工厂；在基准测试中，Blackwell平台token吞吐量较次优平台高30倍；Vera Rubin是英伟达史上最重要发布产品之一；CUDA X库生态体系是英伟达的“皇冠珠宝”；美国批准H200芯片出口后，尚未在中国获相关收入。他罕见公开示警芯片走私，称走私芯片拼凑数据中心是“死路一条”。</p></blockquote><p style=\"text-align: justify;\">美东时间24日周三举行的英伟达年度股东大会上，CEO黄仁勋描绘了一幅雄心勃勃的AI基础设施扩张蓝图。他宣告，智能体（agent）时代正式到来，并将这一轮计算范式转变定性为60年来规模最大的行业重置。从专为智能体设计的全新CPU架构，到大规模芯片走私的警告，黄仁勋此次讲话释出多个不同以往的关键信号。</p><p style=\"text-align: justify;\">智能体AI的商业落地正在成为英伟达新一轮增长的核心逻辑。黄仁勋指出，AI已完成从“有趣”到“有用”的跨越——当AI真正创造经济价值，算力需求便呈现加速扩张之势。他以软件开发为例：GitHub开发者合并的pull request数量从2024年的4亿增至2025年的5亿，而进入2026年头几个月，数量增长近乎三倍。</p><p style=\"text-align: justify;\">在智能体浪潮驱动下，英伟达的国际市场收入超过300亿美元，同比增逾三倍，近40个国家正在部署由英伟达基础设施驱动的AI工厂（AI Factories）。黄仁勋重申，将英伟达50%以上的自由现金流返还股东，并将本次股东大会上的多项资本回报政策宣布为长期承诺。</p><p style=\"text-align: justify;\">受AI需求持续强劲推动，英伟达股价分别在2024年和2025年录得超240%和逾50%的暴涨，但截至本周三收盘，今年以来仅累涨6.7%，跑输美股大盘，标普500指数同期累涨近7.5%。股价表现反映出，市场关注的焦点从短期业绩转向AI基础设施投资周期究竟能够持续多久。</p><p style=\"text-align: justify;\">虽然没有直接喊话，但黄仁勋在此次股东大会上的表态显然有意强化AI资本支出超级周期仍处于早期的观念。</p><h2 id=\"ai\">AI工厂：数据中心的定义正在被改写</h2><p style=\"text-align: justify;\">黄仁勋在演讲中提出，传统数据中心存储和传输文件的时代已成过去，新型AI工厂的核心功能是生产token（词元）。每一个token都是可货币化的智能单元，是代码、答案、设计、行动和服务的原材料。</p><p style=\"text-align: justify;\">黄仁勋以"五层蛋糕"结构描述AI产业生态，从底层到顶层依次为：能源、芯片与系统、基础设施、模型、应用。这一框架意味着英伟达的业务覆盖范围远不止芯片本身，而是贯穿整个AI生产链条。</p><p style=\"text-align: justify;\">黄仁勋强调，客户购买英伟达系统并非在购买计算工具，而是在建设能够直接创收的AI工厂。在这一逻辑下，工厂架构的效率——即每瓦特可产出多少token、每个token的成本有多低——成为最关键的竞争维度。</p><p style=\"text-align: justify;\">黄仁勋援引Semi Analysis Inference X基准测试结果指出，Blackwell平台被认定为“推理之王”，其token吞吐量较次优平台高出30倍。</p><p style=\"text-align: justify;\">Capital One、现代汽车、Jane Street和礼来等企业已在大规模部署英伟达基础设施，标志着AI工厂的客户群已从超大规模云厂商扩展至金融、制造、医药等传统行业。</p><h2 id=\"vera-rubin-cpu\">Vera Rubin：对智能体专属CPU的历史性赌注</h2><p style=\"text-align: justify;\">黄仁勋此次股东大会上最具突破性的表述，来自对Vera Rubin平台的定位——他称其为英伟达公司历史上“最重要的产品发布之一”，并将Vera CPU定义为打开全新市场的战略入口。</p><p style=\"text-align: justify;\">其核心逻辑在于：智能体不同于人类，生活在纳秒级的计算世界中。当智能体调用工具、访问数据库、执行代码并反复迭代任务时，CPU一旦成为瓶颈，造价高昂的GPU便陷入闲置，每一秒闲置都意味着AI工厂收入的损耗。为此，英伟达从头构建了专为智能体设计的Vera CPU。</p><p style=\"text-align: justify;\">黄仁勋指出，此前所有CPU都是为人类而设计、以核心为单位切片租用，而智能体对核心数量并无诉求，但对超低延迟响应有极致要求。随着全球智能体数量将达数十亿规模，这一全新的CPU市场正在开启。目前Vera Rubin已进入全面量产，主要模型构建商、公有云、AI云及超大规模客户均已着手部署规划，订单持续涌入。</p><p style=\"text-align: justify;\">在架构层面，黄仁勋将Vera Rubin描述为一个完整的AI工厂平台，而非单一芯片，涵盖Rubin GPU、Vera CPU、NVLink、Spectrum-X以太网、InfiniBand和BlueField安全存储模块。他特别强调，英伟达是全球唯一同时拥有三个网络业务的公司，而Spectrum-X的规模已超过其他所有以太网络同行的总和。</p><h2 id=\"cuda\">CUDA被黄仁勋称为英伟达的“皇冠珠宝"</h2><p style=\"text-align: justify;\">黄仁勋将CUDA X库生态体系称为英伟达的“皇冠珠宝”，认为这是公司有史以来最重要的战略投资之一，也是竞争对手难以逾越的护城河。</p><p style=\"text-align: justify;\">他阐述了英伟达独特的飞轮效应：一个统一架构积累的庞大安装基础吸引开发者，开发者创造突破性应用，应用开拓新市场，新市场进一步扩大安装基础，整个循环正在加速运转。CUDA目前支持逾7000个应用，使云客户获得更大的商业化空间。</p><p style=\"text-align: justify;\">随着智能体时代到来，CUDA X库正从面向人类开发者的工具集转型为智能体的工具箱。黄仁勋在股东大会期间宣布推出BioNeMo，这是一套专为智能体设计的数字生物学与药物发现工具套件，标志着英伟达正将其最核心的软件资产向智能体场景迁移。</p><p style=\"text-align: justify;\">他同时提出英伟达的差异化定位："垂直整合，水平开放"——全栈自研以实现端到端优化，再向整个行业开放，以支撑更广泛的生态构建。</p><h2 id=\"92c7faa4\">中国市场：H200出口获批，收入仍为零</h2><p style=\"text-align: justify;\">在涉华业务问题上，黄仁勋的表态相当谨慎。他透露，美国政府已批准H200芯片向中国客户出口的许可证，但英伟达迄今尚未产生任何相关收入，且对产品能否顺利进口至中国仍存在不确定性。</p><p style=\"text-align: justify;\">这一表述与此前市场对中国市场收入时间线的预期形成明显落差。黄仁勋未就中国业务的规模前景作出任何预测，也未提及任何具体客户。</p><p style=\"text-align: justify;\">在政策立场上，黄仁勋重申英伟达将积极参与出口管制政策的讨论，理由是实时的产业技术信息有助于政策制定者制定"强有力、均衡"的规则——既保护敏感技术，又维护美国在AI领域的领导地位。他强调，在商业利益与美国国家安全存在冲突时，国家安全优先。</p><h2 id=\"d09a92af\">黄仁勋罕见公开示警芯片走私</h2><p style=\"text-align: justify;\">在回应股东提问时，黄仁勋就英伟达产品流入受限终端用户的风险给出了迄今最为直接的公开回应，并罕见披露了具体应对措施。</p><p style=\"text-align: justify;\">黄仁勋表示，英伟达的合规工作已多次成功拦截企图走私的案例，相关人员面临两地司法起诉的风险。</p><p style=\"text-align: justify;\">黄仁勋强调，走私芯片拼凑数据中心是“死路一条”。因为先进AI数据中心是高度集成的系统，需要可信赖的硬件、软件、网络及持续的技术支持，而英伟达不向受限产品提供任何支持或维修服务，使得依靠走私产品搭建AI基础设施"极其困难"。</p><p style=\"text-align: justify;\">据C报道，芯片走私问题已引发美国立法者和监管机构的持续关注，英伟达此次在股东大会上正面回应这一议题，反映出该议题正日益成为公司需要主动管理的声誉与合规风险。</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>黄仁勋英伟达股东大会释放重磅信号：AI工厂时代来临，智能体重塑计算格局</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黄仁勋英伟达股东大会释放重磅信号：AI工厂时代来临，智能体重塑计算格局\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1084101182\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街见闻 </p>\n<p class=\"h-time\">2026-06-25 07:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>黄仁勋称，客户购买英伟达系统并非买计算工具，而是建设能直接创收的AI工厂；在基准测试中，Blackwell平台token吞吐量较次优平台高30倍；Vera Rubin是英伟达史上最重要发布产品之一；CUDA X库生态体系是英伟达的“皇冠珠宝”；美国批准H200芯片出口后，尚未在中国获相关收入。他罕见公开示警芯片走私，称走私芯片拼凑数据中心是“死路一条”。</p></blockquote><p style=\"text-align: justify;\">美东时间24日周三举行的英伟达年度股东大会上，CEO黄仁勋描绘了一幅雄心勃勃的AI基础设施扩张蓝图。他宣告，智能体（agent）时代正式到来，并将这一轮计算范式转变定性为60年来规模最大的行业重置。从专为智能体设计的全新CPU架构，到大规模芯片走私的警告，黄仁勋此次讲话释出多个不同以往的关键信号。</p><p style=\"text-align: justify;\">智能体AI的商业落地正在成为英伟达新一轮增长的核心逻辑。黄仁勋指出，AI已完成从“有趣”到“有用”的跨越——当AI真正创造经济价值，算力需求便呈现加速扩张之势。他以软件开发为例：GitHub开发者合并的pull request数量从2024年的4亿增至2025年的5亿，而进入2026年头几个月，数量增长近乎三倍。</p><p style=\"text-align: justify;\">在智能体浪潮驱动下，英伟达的国际市场收入超过300亿美元，同比增逾三倍，近40个国家正在部署由英伟达基础设施驱动的AI工厂（AI Factories）。黄仁勋重申，将英伟达50%以上的自由现金流返还股东，并将本次股东大会上的多项资本回报政策宣布为长期承诺。</p><p style=\"text-align: justify;\">受AI需求持续强劲推动，英伟达股价分别在2024年和2025年录得超240%和逾50%的暴涨，但截至本周三收盘，今年以来仅累涨6.7%，跑输美股大盘，标普500指数同期累涨近7.5%。股价表现反映出，市场关注的焦点从短期业绩转向AI基础设施投资周期究竟能够持续多久。</p><p style=\"text-align: justify;\">虽然没有直接喊话，但黄仁勋在此次股东大会上的表态显然有意强化AI资本支出超级周期仍处于早期的观念。</p><h2 id=\"ai\">AI工厂：数据中心的定义正在被改写</h2><p style=\"text-align: justify;\">黄仁勋在演讲中提出，传统数据中心存储和传输文件的时代已成过去，新型AI工厂的核心功能是生产token（词元）。每一个token都是可货币化的智能单元，是代码、答案、设计、行动和服务的原材料。</p><p style=\"text-align: justify;\">黄仁勋以"五层蛋糕"结构描述AI产业生态，从底层到顶层依次为：能源、芯片与系统、基础设施、模型、应用。这一框架意味着英伟达的业务覆盖范围远不止芯片本身，而是贯穿整个AI生产链条。</p><p style=\"text-align: justify;\">黄仁勋强调，客户购买英伟达系统并非在购买计算工具，而是在建设能够直接创收的AI工厂。在这一逻辑下，工厂架构的效率——即每瓦特可产出多少token、每个token的成本有多低——成为最关键的竞争维度。</p><p style=\"text-align: justify;\">黄仁勋援引Semi Analysis Inference X基准测试结果指出，Blackwell平台被认定为“推理之王”，其token吞吐量较次优平台高出30倍。</p><p style=\"text-align: justify;\">Capital One、现代汽车、Jane Street和礼来等企业已在大规模部署英伟达基础设施，标志着AI工厂的客户群已从超大规模云厂商扩展至金融、制造、医药等传统行业。</p><h2 id=\"vera-rubin-cpu\">Vera Rubin：对智能体专属CPU的历史性赌注</h2><p style=\"text-align: justify;\">黄仁勋此次股东大会上最具突破性的表述，来自对Vera Rubin平台的定位——他称其为英伟达公司历史上“最重要的产品发布之一”，并将Vera CPU定义为打开全新市场的战略入口。</p><p style=\"text-align: justify;\">其核心逻辑在于：智能体不同于人类，生活在纳秒级的计算世界中。当智能体调用工具、访问数据库、执行代码并反复迭代任务时，CPU一旦成为瓶颈，造价高昂的GPU便陷入闲置，每一秒闲置都意味着AI工厂收入的损耗。为此，英伟达从头构建了专为智能体设计的Vera CPU。</p><p style=\"text-align: justify;\">黄仁勋指出，此前所有CPU都是为人类而设计、以核心为单位切片租用，而智能体对核心数量并无诉求，但对超低延迟响应有极致要求。随着全球智能体数量将达数十亿规模，这一全新的CPU市场正在开启。目前Vera Rubin已进入全面量产，主要模型构建商、公有云、AI云及超大规模客户均已着手部署规划，订单持续涌入。</p><p style=\"text-align: justify;\">在架构层面，黄仁勋将Vera Rubin描述为一个完整的AI工厂平台，而非单一芯片，涵盖Rubin GPU、Vera CPU、NVLink、Spectrum-X以太网、InfiniBand和BlueField安全存储模块。他特别强调，英伟达是全球唯一同时拥有三个网络业务的公司，而Spectrum-X的规模已超过其他所有以太网络同行的总和。</p><h2 id=\"cuda\">CUDA被黄仁勋称为英伟达的“皇冠珠宝"</h2><p style=\"text-align: justify;\">黄仁勋将CUDA X库生态体系称为英伟达的“皇冠珠宝”，认为这是公司有史以来最重要的战略投资之一，也是竞争对手难以逾越的护城河。</p><p style=\"text-align: justify;\">他阐述了英伟达独特的飞轮效应：一个统一架构积累的庞大安装基础吸引开发者，开发者创造突破性应用，应用开拓新市场，新市场进一步扩大安装基础，整个循环正在加速运转。CUDA目前支持逾7000个应用，使云客户获得更大的商业化空间。</p><p style=\"text-align: justify;\">随着智能体时代到来，CUDA X库正从面向人类开发者的工具集转型为智能体的工具箱。黄仁勋在股东大会期间宣布推出BioNeMo，这是一套专为智能体设计的数字生物学与药物发现工具套件，标志着英伟达正将其最核心的软件资产向智能体场景迁移。</p><p style=\"text-align: justify;\">他同时提出英伟达的差异化定位："垂直整合，水平开放"——全栈自研以实现端到端优化，再向整个行业开放，以支撑更广泛的生态构建。</p><h2 id=\"92c7faa4\">中国市场：H200出口获批，收入仍为零</h2><p style=\"text-align: justify;\">在涉华业务问题上，黄仁勋的表态相当谨慎。他透露，美国政府已批准H200芯片向中国客户出口的许可证，但英伟达迄今尚未产生任何相关收入，且对产品能否顺利进口至中国仍存在不确定性。</p><p style=\"text-align: justify;\">这一表述与此前市场对中国市场收入时间线的预期形成明显落差。黄仁勋未就中国业务的规模前景作出任何预测，也未提及任何具体客户。</p><p style=\"text-align: justify;\">在政策立场上，黄仁勋重申英伟达将积极参与出口管制政策的讨论，理由是实时的产业技术信息有助于政策制定者制定"强有力、均衡"的规则——既保护敏感技术，又维护美国在AI领域的领导地位。他强调，在商业利益与美国国家安全存在冲突时，国家安全优先。</p><h2 id=\"d09a92af\">黄仁勋罕见公开示警芯片走私</h2><p style=\"text-align: justify;\">在回应股东提问时，黄仁勋就英伟达产品流入受限终端用户的风险给出了迄今最为直接的公开回应，并罕见披露了具体应对措施。</p><p style=\"text-align: justify;\">黄仁勋表示，英伟达的合规工作已多次成功拦截企图走私的案例，相关人员面临两地司法起诉的风险。</p><p style=\"text-align: justify;\">黄仁勋强调，走私芯片拼凑数据中心是“死路一条”。因为先进AI数据中心是高度集成的系统，需要可信赖的硬件、软件、网络及持续的技术支持，而英伟达不向受限产品提供任何支持或维修服务，使得依靠走私产品搭建AI基础设施"极其困难"。</p><p style=\"text-align: justify;\">据C报道，芯片走私问题已引发美国立法者和监管机构的持续关注，英伟达此次在股东大会上正面回应这一议题，反映出该议题正日益成为公司需要主动管理的声誉与合规风险。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f51e0887617e5ccdb1f56ab9d6b7e088","relate_stocks":{"LU1366192091.USD":"ALLIANZ US EQUITY PLUS \"AM\" (USD) INC","LU2491050154.USD":"WELLINGTON SUSTAINABLE OUTCOMES \"A\" (USD) ACC","BK4550":"红杉资本持仓","LU2461242641.AUD":"WELLINGTON US QUALITY GROWTH \"A\" (AUDHDG) ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0048584097.USD":"FIDELITY FUNDS GLOBAL THEMATIC OPPORTUNITIES \"A\" (USD) INC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4551":"寇图资本持仓","LU2860962120.EUR":"CPR INVEST - ARTIFICIAL INTELLIGENCE \"A2\" (EUR) ACC A","HK0000819398.USD":"BLACKROCK PREMIER SYSTEMATIC 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request数量从2024年的4亿增至2025年的5亿，而进入2026年头几个月，数量增长近乎三倍。在智能体浪潮驱动下，英伟达的国际市场收入超过300亿美元，同比增逾三倍，近40个国家正在部署由英伟达基础设施驱动的AI工厂（AI Factories）。黄仁勋重申，将英伟达50%以上的自由现金流返还股东，并将本次股东大会上的多项资本回报政策宣布为长期承诺。受AI需求持续强劲推动，英伟达股价分别在2024年和2025年录得超240%和逾50%的暴涨，但截至本周三收盘，今年以来仅累涨6.7%，跑输美股大盘，标普500指数同期累涨近7.5%。股价表现反映出，市场关注的焦点从短期业绩转向AI基础设施投资周期究竟能够持续多久。虽然没有直接喊话，但黄仁勋在此次股东大会上的表态显然有意强化AI资本支出超级周期仍处于早期的观念。AI工厂：数据中心的定义正在被改写黄仁勋在演讲中提出，传统数据中心存储和传输文件的时代已成过去，新型AI工厂的核心功能是生产token（词元）。每一个token都是可货币化的智能单元，是代码、答案、设计、行动和服务的原材料。黄仁勋以\"五层蛋糕\"结构描述AI产业生态，从底层到顶层依次为：能源、芯片与系统、基础设施、模型、应用。这一框架意味着英伟达的业务覆盖范围远不止芯片本身，而是贯穿整个AI生产链条。黄仁勋强调，客户购买英伟达系统并非在购买计算工具，而是在建设能够直接创收的AI工厂。在这一逻辑下，工厂架构的效率——即每瓦特可产出多少token、每个token的成本有多低——成为最关键的竞争维度。黄仁勋援引Semi Analysis Inference X基准测试结果指出，Blackwell平台被认定为“推理之王”，其token吞吐量较次优平台高出30倍。Capital One、现代汽车、Jane Street和礼来等企业已在大规模部署英伟达基础设施，标志着AI工厂的客户群已从超大规模云厂商扩展至金融、制造、医药等传统行业。Vera Rubin：对智能体专属CPU的历史性赌注黄仁勋此次股东大会上最具突破性的表述，来自对Vera Rubin平台的定位——他称其为英伟达公司历史上“最重要的产品发布之一”，并将Vera CPU定义为打开全新市场的战略入口。其核心逻辑在于：智能体不同于人类，生活在纳秒级的计算世界中。当智能体调用工具、访问数据库、执行代码并反复迭代任务时，CPU一旦成为瓶颈，造价高昂的GPU便陷入闲置，每一秒闲置都意味着AI工厂收入的损耗。为此，英伟达从头构建了专为智能体设计的Vera CPU。黄仁勋指出，此前所有CPU都是为人类而设计、以核心为单位切片租用，而智能体对核心数量并无诉求，但对超低延迟响应有极致要求。随着全球智能体数量将达数十亿规模，这一全新的CPU市场正在开启。目前Vera Rubin已进入全面量产，主要模型构建商、公有云、AI云及超大规模客户均已着手部署规划，订单持续涌入。在架构层面，黄仁勋将Vera Rubin描述为一个完整的AI工厂平台，而非单一芯片，涵盖Rubin GPU、Vera CPU、NVLink、Spectrum-X以太网、InfiniBand和BlueField安全存储模块。他特别强调，英伟达是全球唯一同时拥有三个网络业务的公司，而Spectrum-X的规模已超过其他所有以太网络同行的总和。CUDA被黄仁勋称为英伟达的“皇冠珠宝\"黄仁勋将CUDA X库生态体系称为英伟达的“皇冠珠宝”，认为这是公司有史以来最重要的战略投资之一，也是竞争对手难以逾越的护城河。他阐述了英伟达独特的飞轮效应：一个统一架构积累的庞大安装基础吸引开发者，开发者创造突破性应用，应用开拓新市场，新市场进一步扩大安装基础，整个循环正在加速运转。CUDA目前支持逾7000个应用，使云客户获得更大的商业化空间。随着智能体时代到来，CUDA X库正从面向人类开发者的工具集转型为智能体的工具箱。黄仁勋在股东大会期间宣布推出BioNeMo，这是一套专为智能体设计的数字生物学与药物发现工具套件，标志着英伟达正将其最核心的软件资产向智能体场景迁移。他同时提出英伟达的差异化定位：\"垂直整合，水平开放\"——全栈自研以实现端到端优化，再向整个行业开放，以支撑更广泛的生态构建。中国市场：H200出口获批，收入仍为零在涉华业务问题上，黄仁勋的表态相当谨慎。他透露，美国政府已批准H200芯片向中国客户出口的许可证，但英伟达迄今尚未产生任何相关收入，且对产品能否顺利进口至中国仍存在不确定性。这一表述与此前市场对中国市场收入时间线的预期形成明显落差。黄仁勋未就中国业务的规模前景作出任何预测，也未提及任何具体客户。在政策立场上，黄仁勋重申英伟达将积极参与出口管制政策的讨论，理由是实时的产业技术信息有助于政策制定者制定\"强有力、均衡\"的规则——既保护敏感技术，又维护美国在AI领域的领导地位。他强调，在商业利益与美国国家安全存在冲突时，国家安全优先。黄仁勋罕见公开示警芯片走私在回应股东提问时，黄仁勋就英伟达产品流入受限终端用户的风险给出了迄今最为直接的公开回应，并罕见披露了具体应对措施。黄仁勋表示，英伟达的合规工作已多次成功拦截企图走私的案例，相关人员面临两地司法起诉的风险。黄仁勋强调，走私芯片拼凑数据中心是“死路一条”。因为先进AI数据中心是高度集成的系统，需要可信赖的硬件、软件、网络及持续的技术支持，而英伟达不向受限产品提供任何支持或维修服务，使得依靠走私产品搭建AI基础设施\"极其困难\"。据C报道，芯片走私问题已引发美国立法者和监管机构的持续关注，英伟达此次在股东大会上正面回应这一议题，反映出该议题正日益成为公司需要主动管理的声誉与合规风险。","news_type":1,"symbols_score_info":{"NVDX":0.6,"NVDY":0.6,"NVYY":0.6,"NVDG":0.6,"07788":0.6,"ANV":0.6,"NVDS":0.6,"NVDL":0.6,"NVII":0.6,"NVDW":0.6,"DIPS":0.6,"NVDA":2,"NVDD":0.6,"NVDQ":0.6,"NVDU":0.6,"07388":0.6,"NVD":0.6,"NVDO":0.6,"NVDB":0.6}},"isVote":1,"tweetType":1,"viewCount":222,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4091320857230770","authorId":"4091320857230770","name":"文狸","avatar":"https://static.tigerbbs.com/5b43e4d217f58ae428704c949e9e98ce","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"4091320857230770","idStr":"4091320857230770"},"content":"[龇牙] 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