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多云轩
08-13 12:44

快到宴会高潮了，然后是一地鸡毛

黄仁勋5000亿豪赌的关键：芯片能否颠覆科技产品的折旧铁律

这场豪赌是将AI芯片租赁债权证券化，打造全新金融资产。核心逻辑是受AI热潮驱动的芯片需求将使芯片价格在更长时间内维持高位。黄仁勋以A100芯片超预期保值为据，并承诺25%残值担保。根本性风险在于：芯片技术迭代快、需求不确定，能否打破科技产品快速折旧的铁律。

黄仁勋5000亿豪赌的关键：芯片能否颠覆科技产品的折旧铁律

# AI 硬科技追踪：LG × 英伟达 2027 年联手推出人形机器人；高盛正与投资者洽谈英伟达5000亿美元融资交易；苹果专为中国市场训练一款AI模型

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

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left;\">8月13日，据英国《金融时报》消息，参与交易的金融高管透露，这一计划的核心逻辑在于：<strong>受AI热潮驱动的芯片需求将使芯片价格在更长时间内维持高位，远超此前多数分析师的预期。</strong>英伟达首席执行官黄仁勋表示，这笔交易将创造一种以芯片为底层资产的全新资产类别，并向规模达22万亿美元的私人资本行业敞开大门。</p><p style=\"text-align: left;\">然而，这一宏大构想也面临根本性风险：<strong>金融机构能否准确判断英伟达芯片的需求持久性与长期价值，仍是未知数</strong>。与租赁汽车或商用飞机不同，芯片技术迭代迅速、需求波动剧烈，其长期价值存在高度不确定性。<strong>这场5000亿美元的豪赌，本质上是一场关于AI算力需求能否持续、芯片能否成为可靠金融资产的历史性押注。</strong></p><h2 style=\"text-align: left;\">交易结构：私人资本入场，英伟达转移表外压力</h2><p style=\"text-align: left;\">这笔交易的核心架构，是将芯片租赁债权证券化，并出售给保险公司等债务买家。</p><p style=\"text-align: left;\">据英国《金融时报》报道，Apollo、KKR、Brookfield等私人资本机构计划将GPU租赁合同打包成证券，利用其管理的保险资产池撬动大规模资金。部分机构考虑设立专项融资公司，并参照私募股权收购中常用的担保贷款凭证（CLO）结构，将芯片资产分层切割，供不同风险偏好的投资者选择。</p><p style=\"text-align: left;\"><strong>&#34;你可以像CLO一样，按不同风险层级为GPU融资，&#34;</strong>一位参与交易的高管表示，但也有人对此持保留态度，认为&#34;每家机构的融资方式都会有所不同&#34;。</p><p style=\"text-align: left;\">对英伟达而言，<strong>这一安排同样具有重要的财务意义。</strong>美银研究分析师Vivek Arya本周指出，华尔街<a href=\"https://laohu8.com/S/FISI\">金融机构</a>的介入，意味着英伟达可以逐步退出&#34;供应商融资&#34;模式——即此前由英伟达直接为客户提供担保、协助其在资本市场融资的做法。</p><p style=\"text-align: left;\"><strong>&#34;负担由财团承担，而非英伟达的资产负债表，&#34;Arya表示，这对英伟达而言是明显利好。</strong></p><h2 style=\"text-align: left;\">核心争议：芯片能否打破科技折旧铁律</h2><p style=\"text-align: left;\">这笔交易最大的不确定性，<strong>在于芯片资产的长期价值是否足以支撑金融化运作。</strong></p><p style=\"text-align: left;\">传统金融逻辑对科技资产的态度历来审慎。目前，针对芯片租赁支持的债务，多数贷款方要求在三至五年内全额还清，其假设前提是：<strong>底层资产在此之后价值将趋近于零。与租赁汽车或商用飞机不同，后者在客户违约时存在成熟的二级市场，而芯片一旦技术过时，几乎没有可靠的买家接盘。</strong></p><p style=\"text-align: left;\">Silicon Valley-based Creative Strategies技术分析师Ben Bajarin直言风险所在：</p><blockquote><p style=\"text-align: left;\">&#34;整个方案的前提是持续不断的投资。存在过度建设的风险，需求可能放缓，模型可能改进，不再需要那么多算力。&#34;</p></blockquote><p style=\"text-align: left;\">此外，芯片买家或租赁方还需同步建设数据中心，这意味着预期收入流将大幅滞后于支出计划，进一步加剧了现金流层面的压力。</p><h2 style=\"text-align: left;\">英伟达的反驳：旧芯片仍在创造价值</h2><p style=\"text-align: left;\">面对质疑，黄仁勋以实际数据为自己的逻辑背书。</p><p style=\"text-align: left;\">华尔街见闻文章写道，黄仁勋本周一在社交平台X上发文称，英伟达近期芯片的租赁定价已有所上涨，甚至其六年前推出的A100芯片至今仍在使用，使用寿命超出最初预期。他此前也多次强调，即便是较旧的H100芯片，由于算力需求的爆发式增长，其保值能力也远超市场预期。</p><p style=\"text-align: left;\">英伟达的策略不止于此。该公司通过持续更新其软件平台Cuda，主动延长芯片的使用寿命。Cuda平台是英伟达在AI处理领域保持主导地位的核心，它使客户能够将原本为图形设计的GPU用于加速AI应用。</p><p style=\"text-align: left;\">Bajarin认为，<strong>旺盛的全品类芯片需求在中期内有望为英伟达的方案提供支撑，而长期成功则取决于英伟达能否持续降低产品的总拥有成本。</strong></p><p style=\"text-align: left;\">在风险分担机制上，英伟达也作出了实质性承诺：保证芯片在租赁期内至少保留25%的残值，由这家市值5.3万亿美元的芯片巨头承担初始损失。</p><p style=\"text-align: left;\">据英国《金融时报》报道，一位参与5000亿美元交易的高管表示，&#34;<strong>GPU具有内在价值。英伟达在GPU租赁单价上有长达十年的历史记录</strong>&#34;，并将英伟达的担保定性为未来融资中&#34;第一道损失保护&#34;，即公司将吸收超出预期的早期价值损失。</p><p style=\"text-align: left;\"><strong>尽管风险犹存，华尔街的热情已然点燃。</strong></p><p style=\"text-align: left;\">黑石的Jon Gray和贝莱德的Larry Fink均公开表示，旗下机构有意部署资本，以把握新建数据中心的庞大需求——这些数据中心将用于训练和运行最新的AI模型。</p><p style=\"text-align: left;\">报道指出，另一位与英伟达合作的高管预测，GPU租赁将推动定价标准化，并为AI企业创造规模效益。他表示，随<strong>着&#34;人们逐渐摸清门道&#34;，公开债务市场的投资者最终也将进入这一领域，使该资产类别的流动性和可交易性得到提升。</strong></p><p style=\"text-align: left;\">分析人士认为，这一进程的关键，在于市场能否就芯片的长期价值形成共识。<strong>如果英伟达的25%残值担保经受住市场检验，芯片租赁证券化或将成为继数据中心基础设施债务之后，AI投资浪潮催生的又一主流资产类别。但若AI需求出现降温、算力需求增速放缓，这场由黄仁勋主导的5000亿美元豪赌，将面临一次严峻的压力测试。</strong></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5000亿豪赌的关键：芯片能否颠覆科技产品的折旧铁律</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5000亿豪赌的关键：芯片能否颠覆科技产品的折旧铁律\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\">2026-08-13 10:50</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;\"><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>正联手华尔街，押注一个颠覆性命题：<strong>AI芯片能否打破科技产品快速贬值的金融铁律。</strong></p><p style=\"text-align: left;\">英伟达本周宣布联合Apollo、<a href=\"https://laohu8.com/S/BX\">黑石</a>、<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>旗下GIP、<a href=\"https://laohu8.com/S/BN\">Brookfield</a>、<a href=\"https://laohu8.com/S/GS\">高盛</a>及KKR等华尔街巨头，以联合体形式为AI基础设施项目筹集高达5000亿美元资金，用于AI芯片采购、电力生产及数据中心建设，<strong>金融巨头将为科技企业提供半导体租赁融资。</strong></p><p style=\"text-align: left;\">8月13日，据英国《金融时报》消息，参与交易的金融高管透露，这一计划的核心逻辑在于：<strong>受AI热潮驱动的芯片需求将使芯片价格在更长时间内维持高位，远超此前多数分析师的预期。</strong>英伟达首席执行官黄仁勋表示，这笔交易将创造一种以芯片为底层资产的全新资产类别，并向规模达22万亿美元的私人资本行业敞开大门。</p><p style=\"text-align: left;\">然而，这一宏大构想也面临根本性风险：<strong>金融机构能否准确判断英伟达芯片的需求持久性与长期价值，仍是未知数</strong>。与租赁汽车或商用飞机不同，芯片技术迭代迅速、需求波动剧烈，其长期价值存在高度不确定性。<strong>这场5000亿美元的豪赌，本质上是一场关于AI算力需求能否持续、芯片能否成为可靠金融资产的历史性押注。</strong></p><h2 style=\"text-align: left;\">交易结构：私人资本入场，英伟达转移表外压力</h2><p style=\"text-align: left;\">这笔交易的核心架构，是将芯片租赁债权证券化，并出售给保险公司等债务买家。</p><p style=\"text-align: left;\">据英国《金融时报》报道，Apollo、KKR、Brookfield等私人资本机构计划将GPU租赁合同打包成证券，利用其管理的保险资产池撬动大规模资金。部分机构考虑设立专项融资公司，并参照私募股权收购中常用的担保贷款凭证（CLO）结构，将芯片资产分层切割，供不同风险偏好的投资者选择。</p><p style=\"text-align: left;\"><strong>&#34;你可以像CLO一样，按不同风险层级为GPU融资，&#34;</strong>一位参与交易的高管表示，但也有人对此持保留态度，认为&#34;每家机构的融资方式都会有所不同&#34;。</p><p style=\"text-align: left;\">对英伟达而言，<strong>这一安排同样具有重要的财务意义。</strong>美银研究分析师Vivek Arya本周指出，华尔街<a href=\"https://laohu8.com/S/FISI\">金融机构</a>的介入，意味着英伟达可以逐步退出&#34;供应商融资&#34;模式——即此前由英伟达直接为客户提供担保、协助其在资本市场融资的做法。</p><p style=\"text-align: left;\"><strong>&#34;负担由财团承担，而非英伟达的资产负债表，&#34;Arya表示，这对英伟达而言是明显利好。</strong></p><h2 style=\"text-align: left;\">核心争议：芯片能否打破科技折旧铁律</h2><p style=\"text-align: left;\">这笔交易最大的不确定性，<strong>在于芯片资产的长期价值是否足以支撑金融化运作。</strong></p><p style=\"text-align: left;\">传统金融逻辑对科技资产的态度历来审慎。目前，针对芯片租赁支持的债务，多数贷款方要求在三至五年内全额还清，其假设前提是：<strong>底层资产在此之后价值将趋近于零。与租赁汽车或商用飞机不同，后者在客户违约时存在成熟的二级市场，而芯片一旦技术过时，几乎没有可靠的买家接盘。</strong></p><p style=\"text-align: left;\">Silicon Valley-based Creative Strategies技术分析师Ben Bajarin直言风险所在：</p><blockquote><p style=\"text-align: left;\">&#34;整个方案的前提是持续不断的投资。存在过度建设的风险，需求可能放缓，模型可能改进，不再需要那么多算力。&#34;</p></blockquote><p style=\"text-align: left;\">此外，芯片买家或租赁方还需同步建设数据中心，这意味着预期收入流将大幅滞后于支出计划，进一步加剧了现金流层面的压力。</p><h2 style=\"text-align: left;\">英伟达的反驳：旧芯片仍在创造价值</h2><p style=\"text-align: left;\">面对质疑，黄仁勋以实际数据为自己的逻辑背书。</p><p style=\"text-align: left;\">华尔街见闻文章写道，黄仁勋本周一在社交平台X上发文称，英伟达近期芯片的租赁定价已有所上涨，甚至其六年前推出的A100芯片至今仍在使用，使用寿命超出最初预期。他此前也多次强调，即便是较旧的H100芯片，由于算力需求的爆发式增长，其保值能力也远超市场预期。</p><p style=\"text-align: left;\">英伟达的策略不止于此。该公司通过持续更新其软件平台Cuda，主动延长芯片的使用寿命。Cuda平台是英伟达在AI处理领域保持主导地位的核心，它使客户能够将原本为图形设计的GPU用于加速AI应用。</p><p style=\"text-align: left;\">Bajarin认为，<strong>旺盛的全品类芯片需求在中期内有望为英伟达的方案提供支撑，而长期成功则取决于英伟达能否持续降低产品的总拥有成本。</strong></p><p style=\"text-align: left;\">在风险分担机制上，英伟达也作出了实质性承诺：保证芯片在租赁期内至少保留25%的残值，由这家市值5.3万亿美元的芯片巨头承担初始损失。</p><p style=\"text-align: left;\">据英国《金融时报》报道，一位参与5000亿美元交易的高管表示，&#34;<strong>GPU具有内在价值。英伟达在GPU租赁单价上有长达十年的历史记录</strong>&#34;，并将英伟达的担保定性为未来融资中&#34;第一道损失保护&#34;，即公司将吸收超出预期的早期价值损失。</p><p style=\"text-align: left;\"><strong>尽管风险犹存，华尔街的热情已然点燃。</strong></p><p style=\"text-align: left;\">黑石的Jon Gray和贝莱德的Larry Fink均公开表示，旗下机构有意部署资本，以把握新建数据中心的庞大需求——这些数据中心将用于训练和运行最新的AI模型。</p><p style=\"text-align: left;\">报道指出，另一位与英伟达合作的高管预测，GPU租赁将推动定价标准化，并为AI企业创造规模效益。他表示，随<strong>着&#34;人们逐渐摸清门道&#34;，公开债务市场的投资者最终也将进入这一领域，使该资产类别的流动性和可交易性得到提升。</strong></p><p style=\"text-align: left;\">分析人士认为，这一进程的关键，在于市场能否就芯片的长期价值形成共识。<strong>如果英伟达的25%残值担保经受住市场检验，芯片租赁证券化或将成为继数据中心基础设施债务之后，AI投资浪潮催生的又一主流资产类别。但若AI需求出现降温、算力需求增速放缓，这场由黄仁勋主导的5000亿美元豪赌，将面临一次严峻的压力测试。</strong></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e9c5631fb0269dc70e8608fa4fd976cf","relate_stocks":{"LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU2106854487.HKD":"ALLIANZ THEMATICA \"AMG\" (HKD) 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LONG TERM THEMES (USD) \"P\" (USD) ACC"},"source_url":"https://wallstreetcn.com/articles/3779327","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2659817701","content_text":"英伟达正联手华尔街，押注一个颠覆性命题：AI芯片能否打破科技产品快速贬值的金融铁律。英伟达本周宣布联合Apollo、黑石、贝莱德旗下GIP、Brookfield、高盛及KKR等华尔街巨头，以联合体形式为AI基础设施项目筹集高达5000亿美元资金，用于AI芯片采购、电力生产及数据中心建设，金融巨头将为科技企业提供半导体租赁融资。8月13日，据英国《金融时报》消息，参与交易的金融高管透露，这一计划的核心逻辑在于：受AI热潮驱动的芯片需求将使芯片价格在更长时间内维持高位，远超此前多数分析师的预期。英伟达首席执行官黄仁勋表示，这笔交易将创造一种以芯片为底层资产的全新资产类别，并向规模达22万亿美元的私人资本行业敞开大门。然而，这一宏大构想也面临根本性风险：金融机构能否准确判断英伟达芯片的需求持久性与长期价值，仍是未知数。与租赁汽车或商用飞机不同，芯片技术迭代迅速、需求波动剧烈，其长期价值存在高度不确定性。这场5000亿美元的豪赌，本质上是一场关于AI算力需求能否持续、芯片能否成为可靠金融资产的历史性押注。交易结构：私人资本入场，英伟达转移表外压力这笔交易的核心架构，是将芯片租赁债权证券化，并出售给保险公司等债务买家。据英国《金融时报》报道，Apollo、KKR、Brookfield等私人资本机构计划将GPU租赁合同打包成证券，利用其管理的保险资产池撬动大规模资金。部分机构考虑设立专项融资公司，并参照私募股权收购中常用的担保贷款凭证（CLO）结构，将芯片资产分层切割，供不同风险偏好的投资者选择。\"你可以像CLO一样，按不同风险层级为GPU融资，\"一位参与交易的高管表示，但也有人对此持保留态度，认为\"每家机构的融资方式都会有所不同\"。对英伟达而言，这一安排同样具有重要的财务意义。美银研究分析师Vivek Arya本周指出，华尔街金融机构的介入，意味着英伟达可以逐步退出\"供应商融资\"模式——即此前由英伟达直接为客户提供担保、协助其在资本市场融资的做法。\"负担由财团承担，而非英伟达的资产负债表，\"Arya表示，这对英伟达而言是明显利好。核心争议：芯片能否打破科技折旧铁律这笔交易最大的不确定性，在于芯片资产的长期价值是否足以支撑金融化运作。传统金融逻辑对科技资产的态度历来审慎。目前，针对芯片租赁支持的债务，多数贷款方要求在三至五年内全额还清，其假设前提是：底层资产在此之后价值将趋近于零。与租赁汽车或商用飞机不同，后者在客户违约时存在成熟的二级市场，而芯片一旦技术过时，几乎没有可靠的买家接盘。Silicon Valley-based Creative Strategies技术分析师Ben Bajarin直言风险所在：\"整个方案的前提是持续不断的投资。存在过度建设的风险，需求可能放缓，模型可能改进，不再需要那么多算力。\"此外，芯片买家或租赁方还需同步建设数据中心，这意味着预期收入流将大幅滞后于支出计划，进一步加剧了现金流层面的压力。英伟达的反驳：旧芯片仍在创造价值面对质疑，黄仁勋以实际数据为自己的逻辑背书。华尔街见闻文章写道，黄仁勋本周一在社交平台X上发文称，英伟达近期芯片的租赁定价已有所上涨，甚至其六年前推出的A100芯片至今仍在使用，使用寿命超出最初预期。他此前也多次强调，即便是较旧的H100芯片，由于算力需求的爆发式增长，其保值能力也远超市场预期。英伟达的策略不止于此。该公司通过持续更新其软件平台Cuda，主动延长芯片的使用寿命。Cuda平台是英伟达在AI处理领域保持主导地位的核心，它使客户能够将原本为图形设计的GPU用于加速AI应用。Bajarin认为，旺盛的全品类芯片需求在中期内有望为英伟达的方案提供支撑，而长期成功则取决于英伟达能否持续降低产品的总拥有成本。在风险分担机制上，英伟达也作出了实质性承诺：保证芯片在租赁期内至少保留25%的残值，由这家市值5.3万亿美元的芯片巨头承担初始损失。据英国《金融时报》报道，一位参与5000亿美元交易的高管表示，\"GPU具有内在价值。英伟达在GPU租赁单价上有长达十年的历史记录\"，并将英伟达的担保定性为未来融资中\"第一道损失保护\"，即公司将吸收超出预期的早期价值损失。尽管风险犹存，华尔街的热情已然点燃。黑石的Jon Gray和贝莱德的Larry Fink均公开表示，旗下机构有意部署资本，以把握新建数据中心的庞大需求——这些数据中心将用于训练和运行最新的AI模型。报道指出，另一位与英伟达合作的高管预测，GPU租赁将推动定价标准化，并为AI企业创造规模效益。他表示，随着\"人们逐渐摸清门道\"，公开债务市场的投资者最终也将进入这一领域，使该资产类别的流动性和可交易性得到提升。分析人士认为，这一进程的关键，在于市场能否就芯片的长期价值形成共识。如果英伟达的25%残值担保经受住市场检验，芯片租赁证券化或将成为继数据中心基础设施债务之后，AI投资浪潮催生的又一主流资产类别。但若AI需求出现降温、算力需求增速放缓，这场由黄仁勋主导的5000亿美元豪赌，将面临一次严峻的压力测试。","news_type":1,"symbols_score_info":{"NULC":0.6,"TRFK":0.6,"JGRO":0.6,"NVDW":0.6,"NVDD":0.6,"CMAG":0.6,"FTEC":0.6,"ROM":0.6,"ANV":0.6,"IETC":0.6,"AIFD":0.6,"METV":0.6,"CHPX":0.6,"NVDX":0.6,"VT":0.6,"NVIW.SI":0.6,"FAI":0.6,"USXF":0.6,"NVDO":0.6,"TYLG":0.6,"TEK":0.6,"NVYY":0.6,"TTEQ":0.6,"NVD3.UK":0.6,"SHOC":0.6,"2NVD.UK":0.6,"EFIV":0.6,"NVD2.UK":0.6,"CLSE":0.6,"IXN":0.6,"NVDL":0.6,"SNVD.UK":0.6,"ABFL":0.6,"NVDU":0.6,"NVD":0.6,"XLK":0.6,"CNEQ":0.6,"THMR":0.6,"SPTE":0.6,"NVDG":0.6,"FDTX":0.6,"AIPI":0.6,"NVDS.UK":0.6,"NVII":0.6,"07788":0.6,"LFGY":0.6,"ESLG":0.6,"SNPE":0.6,"ILDR":0.6,"3NVD.UK":0.6,"ESUM":0.6,"TTXU":0.6,"WISE":0.6,"NVDS":0.6,"ARTY":0.6,"NVDA":2.1,"GAMR":0.6,"VGT":0.6,"NVDY":0.6,"NVDQ":0.6,"NVDB":0.6,"AGOX":0.6,"07388":0.6,"DIPS":0.6}},"isVote":1,"tweetType":1,"viewCount":130,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":29,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"hasMoreComment":false,"orderType":2}