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火火兔爸

火火兔爸

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IP属地：江苏

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09-03

$Palantir Technologies Inc.(PLTR)$ 最亮眼的抓手：AI原生并购IT平台。并购、资产分拆，是企业最复杂的数据工程，几十套财务、人事、供应链系统要对齐，传统方案耗时长、成本极高。平台宣称，交易周期最高缩短50%，一次性成本降低45%。这个场景非常适合Palantir Foundry的核心能力——多源异构数据融合、数据治理、流程编排。并购平台是一个标杆产品，可以当作敲门砖，后续自然延伸到ERP现代化、供应链、网络安全、客户管理的全套软件订单，由点带面打开商业收入。

09-02

也就零头不错了

马斯克：AI或推动全球经济增长30%，未来十年人形机器人将达10亿台

08-28

$迈威尔科技(MRVL)$ 这是用跌幅支援了英伟达的涨幅

08-28

$迈威尔科技(MRVL)$ 还好前天跑去pltr了[捂脸] 太凶险了。昨天盘前还有点后悔换过去，但是忍住没追回来，估计开盘就会翻转，但是这么跌是没想到。

08-19

$SpaceX(SPCX)$ 西方世界买spacex股权拿的是太空时代的入场券

08-18

有大佬抄底被套了

百度第二季度营收313.3亿元人民币，AI业务收入占比过半

08-17

有毛用玩票得又不能跑量

特斯拉Roadster或本月亮相：搭载SpaceX推进器，能“飞行”的超级跑车

08-12

$英伟达(NVDA)$ openai离职五位高管要雷

08-11

都零首付了

回应“5000亿美元融资质疑”！黄仁勋：英伟达“AI工厂”正成为“投资级资产”，需求真实存在，绝非“循环融资”

08-11

$英伟达(NVDA)$ 达子担保五千亿，买方还不上都得吐出来

08-11

$英伟达(NVDA)$ 五千亿刀融资卖GPU你真行

08-11

$英伟达(NVDA)$ 继续加套娃，作死

08-10

$SpaceX(SPCX)$ 如果八月底九月初一二级火箭全部回收成功，发射成本可降90%

08-06

$谷歌(GOOG)$ 美国国债下跌；此前英媒报道称若通胀强劲美联储主席沃什或准备在9月加息、此外Alphabet(GOOG.O)启动10部分美元投资级债券发行。

08-06

$谷歌(GOOG)$ Alphabet(GOOG.O)寻求通过债券发行筹集高达250亿美元资金。

08-06

$谷歌(GOOG)$ DeepSeek 上午向所有 API 用户推送提示，将于近期整体上调接口定价，预计涨幅较大。

08-06

$谷歌(GOOG)$ 这种单次短线突发消息引发的大跌都是抄底好机会

08-05

$谷歌(GOOG)$ 能让人安心睡觉的只有谷歌

08-04

$英特尔(INTC)$ 良率越快半导体越早过剩[捂脸]

08-04

$谷歌(GOOG)$ 盘前这点成交量全是散户盘

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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马斯克：AI或推动全球经济增长30%，未来十年人形机器人将达10亿台\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-09-02 10:09 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.gelonghui.com/rss/live/live.xml><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>特斯拉CEO马斯克通过视频连线在G20央行总裁与财长峰会上表示：“AI可能会使全球经济规模增长20%到30%，粗略估计，这意味着每年大约能增加20万亿至30万亿美元。”马斯克呼吁监管机关应当鼓励、拥抱AI等新科技，他主张这类技术应当默认合法，而不是默认非法。他对机器人领域最为乐观，预测未来十年内全球人形机器人数量将达到10亿台。明年年底前AI能够完成所有数字领域的工作，也就是所有不需要人工亲手去...</p>\n\n<a href=\"https://www.gelonghui.com/rss/live/live.xml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1232071149.USD":"AZ FUND 1 GLOBAL GROWTH SELECTOR \"AAZ\" (USDHDG) ACC","TSLP":"TSLA收益溢价策略ETF-Kurv","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","FDRV":"Fidelity Electric Vehicles and Future Transportation ETF","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","BK4612":"AI芯片","TSLQ":"2倍做空TSLA ETF-Tradr","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU2420271590.USD":"ALLIANZ SELECT INCOME AND GROWTH \"AT\" (USD) ACC","LU1674673428.USD":"HSBC 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西方世界买spacex股权拿的是太空时代的入场券","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/598223647916648","isVote":1,"tweetType":1,"viewCount":1389,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3472532348212000","authorId":"3472532348212000","name":"chenx32401","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"idStr":"3472532348212000","authorIdStr":"3472532348212000"},"content":"并不是，SpaceX本质是数据中心公司，要买太空入口的在一级市场就买完了","text":"并不是，SpaceX本质是数据中心公司，要买太空入口的在一级市场就买完了","html":"并不是，SpaceX本质是数据中心公司，要买太空入口的在一级市场就买完了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":598122779881816,"gmtCreate":1787044290188,"gmtModify":1787044292124,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"title":"","htmlText":"有大佬抄底被套了","listText":"有大佬抄底被套了","text":"有大佬抄底被套了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/598122779881816","repostId":"1175106162","repostType":4,"repost":{"id":"1175106162","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":1787043737,"share":"https://www.laohunote.com/m/news/1175106162?lang=zh_CN&edition=full","pubTime":"2026-08-18 17:02","market":"us","language":"zh","title":"百度第二季度营收313.3亿元人民币，AI业务收入占比过半","url":"https://stock-news.laohu8.com/highlight/detail?id=1175106162","media":"老虎资讯综合","summary":"百度盘前大跌 5%！第二季度营收313.3亿元人民币，预估315.9亿元人民币。百度公布第二季度业绩：二季度营收313.3亿元人民币，预估315.9亿元人民币。第二季度经调整每ADS利润 7.22元人民币，预估9.75元人民币。第二季度爱奇艺收入62.9亿元人民币，预估64亿元人民币第二季度百度核心AI新业务收入125亿元人民币。第二季度调整后营业利润37.9亿元人民币，预估36.1亿元人民币。第二季度调整后息税折旧及摊销前利润61.5亿元人民币，预估58.1亿元人民币。第二季度月活跃用户6.4亿。第二季度经调整百度一般性业务经营利润38.2亿元人民币。","content":"<html><head></head><body><p style=\"text-align: left;\">百度公布第二季度业绩：</p><ul><li><p style=\"text-align: left;\">二季度营收313.3亿元人民币，预估315.9亿元人民币。</p></li><li><p style=\"text-align: left;\">第二季度经调整每ADS利润 7.22元人民币，预估9.75元人民币。</p></li><li><p style=\"text-align: left;\">第二季度爱奇艺收入62.9亿元人民币，预估64亿元人民币</p></li><li><p style=\"text-align: left;\">第二季度百度核心AI新业务收入125亿元人民币。</p></li><li><p style=\"text-align: left;\">百度一般性业务收入252亿元，其中AI业务收入占比50%，已连续两季占比过半。</p></li><li><p style=\"text-align: left;\">二季度百度AI云基础设施收入73亿元，同比增长50%，其中GPU云同比增长283%，已连续四个季度实现三位数增长；AI应用收入25亿元，同比增长3%；AI原生营销服务收入26亿元。</p></li><li><p style=\"text-align: left;\">第二季度调整后营业利润37.9亿元人民币，预估36.1亿元人民币。</p></li><li><p style=\"text-align: left;\">第二季度调整后息税折旧及摊销前利润61.5亿元人民币，预估58.1亿元人民币。</p></li><li><p style=\"text-align: left;\">第二季度月活跃用户6.4亿。</p></li><li><p style=\"text-align: left;\">第二季度经调整百度一般性业务经营利润38.2亿元人民币。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/568e6e03a3dfb7d5f5c7bf5b822f804c\" data-align=\"center\" tg-width=\"627\" tg-height=\"693\"/><span></span></p></li></ul><p style=\"text-align: left;\">百度联合创始人兼首席执行官李彦宏表示：</p><blockquote><p style=\"text-align: left;\">&#34;随着AI新业务已经稳固确立为百度的核心业务，我们正进一步夯实基础，为下一阶段由AI驱动的增长做好准备。本季度，智能云基础设施保持强劲势头，GPU云业务增长在已处于高基数的基础上进一步加速。我们的AI应用产品组合亦持续蓬勃发展。尽管我们的在线营销业务仍面临压力，但核心AI新业务的增长势头，进一步印证了百度从一家以互联网为核心的公司转型为一家以AI为先的公司。&#34;</p></blockquote><p style=\"text-align: left;\">百度首席财务官何海健表示：“展望未来，我们将坚定不移地持续投入AI， 将其作为驱动百度长期增长的核心动力。”</p><p style=\"text-align: left;\">消息公布后，百度盘前跌 5%。</p><p style=\"text-align: left;\"></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>百度第二季度营收313.3亿元人民币，AI业务收入占比过半</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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class=\"title\">\n百度第二季度营收313.3亿元人民币，AI业务收入占比过半\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\">2026-08-18 17:02</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;\">百度公布第二季度业绩：</p><ul><li><p style=\"text-align: left;\">二季度营收313.3亿元人民币，预估315.9亿元人民币。</p></li><li><p style=\"text-align: left;\">第二季度经调整每ADS利润 7.22元人民币，预估9.75元人民币。</p></li><li><p style=\"text-align: left;\">第二季度爱奇艺收入62.9亿元人民币，预估64亿元人民币</p></li><li><p style=\"text-align: left;\">第二季度百度核心AI新业务收入125亿元人民币。</p></li><li><p style=\"text-align: left;\">百度一般性业务收入252亿元，其中AI业务收入占比50%，已连续两季占比过半。</p></li><li><p style=\"text-align: left;\">二季度百度AI云基础设施收入73亿元，同比增长50%，其中GPU云同比增长283%，已连续四个季度实现三位数增长；AI应用收入25亿元，同比增长3%；AI原生营销服务收入26亿元。</p></li><li><p style=\"text-align: left;\">第二季度调整后营业利润37.9亿元人民币，预估36.1亿元人民币。</p></li><li><p style=\"text-align: left;\">第二季度调整后息税折旧及摊销前利润61.5亿元人民币，预估58.1亿元人民币。</p></li><li><p style=\"text-align: left;\">第二季度月活跃用户6.4亿。</p></li><li><p style=\"text-align: left;\">第二季度经调整百度一般性业务经营利润38.2亿元人民币。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/568e6e03a3dfb7d5f5c7bf5b822f804c\" data-align=\"center\" tg-width=\"627\" tg-height=\"693\"/><span></span></p></li></ul><p style=\"text-align: left;\">百度联合创始人兼首席执行官李彦宏表示：</p><blockquote><p style=\"text-align: left;\">&#34;随着AI新业务已经稳固确立为百度的核心业务，我们正进一步夯实基础，为下一阶段由AI驱动的增长做好准备。本季度，智能云基础设施保持强劲势头，GPU云业务增长在已处于高基数的基础上进一步加速。我们的AI应用产品组合亦持续蓬勃发展。尽管我们的在线营销业务仍面临压力，但核心AI新业务的增长势头，进一步印证了百度从一家以互联网为核心的公司转型为一家以AI为先的公司。&#34;</p></blockquote><p style=\"text-align: left;\">百度首席财务官何海健表示：“展望未来，我们将坚定不移地持续投入AI， 将其作为驱动百度长期增长的核心动力。”</p><p style=\"text-align: left;\">消息公布后，百度盘前跌 5%。</p><p style=\"text-align: left;\"></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/8901bb897f52869e81f726671f8e37d3","relate_stocks":{"KBDU":"2倍做多BIDU ETF-KraneShares","BIDG":"2倍做多BIDU ETF-Leverage Shares","BIDU":"百度","09888":"百度集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1175106162","content_text":"百度公布第二季度业绩：二季度营收313.3亿元人民币，预估315.9亿元人民币。第二季度经调整每ADS利润 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08:35","market":"nz","language":"zh","title":"特斯拉Roadster或本月亮相：搭载SpaceX推进器，能“飞行”的超级跑车","url":"https://stock-news.laohu8.com/highlight/detail?id=2660105661","media":"华尔街见闻","summary":"等了近十年，特斯拉新一代Roadster汽车最快本月或将亮相。它搭载源自火箭技术的冷气推进器，将能“飞行”。发布现场将上演无人驾驶特技表演，演示地点设在SpaceX德克萨斯测试基地。马斯克亲口警告“可能出差错，但无论如何都会很精彩”，限量版售价或高达数百万美元。","content":"<html><head></head><body><blockquote><p>等了近十年，特斯拉新一代Roadster汽车最快本月或将亮相。它搭载源自火箭技术的冷气推进器，将能“飞行”。发布现场将上演无人驾驶特技表演，演示地点设在SpaceX德克萨斯测试基地。马斯克亲口警告“可能出差错，但无论如何都会很精彩”，限量版售价或高达数百万美元。</p></blockquote><p style=\"text-align: left;\">等了近十年，特斯拉最快本月将揭开新一代Roadster的面纱——这辆车不只是跑得快，还要能飞。</p><p style=\"text-align: left;\">近日，据The Information报道，三位知情人士透露，特斯拉正在筹备新款Roadster的发布活动，最早可能在本月举行。发布现场将上演一场特技表演，展示限量版Roadster的“飞行”能力。演示地点预计设在SpaceX位于德克萨斯州麦格雷戈的测试基地。</p><p style=\"text-align: left;\">这辆车的“飞行”能力来自冷气推进器——一种火箭常用技术，由特斯拉与SpaceX联合开发。由于推进器噪音极大，演示车辆将远程操控，车内无人，所有观众须站在数百码以外。</p><p style=\"text-align: left;\">目前，特斯拉股价今年已累计下跌近四分之一，同期纳斯达克指数上涨15%。新Roadster的亮相，被外界视为特斯拉向市场发出的一个信号：在全力押注AI和机器人的同时，它仍然是一家造车公司。</p><h2 id=\"id_4199283854\" style=\"text-align: left;\">特技表演：磁轨、倒置行驶、悬停</h2><p style=\"text-align: left;\">据三位知情人士描述，就在几个月前，特斯拉的演示方案还颇具科幻色彩：<strong>车辆将驶上一条磁化的过山车式坡道，完成倒置行驶后自动复位，随后悬浮在空中。</strong></p><p style=\"text-align: left;\">不过，这一方案已经历缩减。据一位知情人士透露，特斯拉此前曾向马斯克预演方案，随后推迟了演示并削减了部分环节。马斯克近期告知部分特斯拉员工，“这次演示很难完美执行，可能会出差错，但无论如何都会很精彩。”</p><p style=\"text-align: left;\">目前尚不清楚特斯拉是否会进行现场直播，还是仅发布录制画面。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/314150b9d372a515571a76c3f7134b07\" tg-width=\"1024\" tg-height=\"474\"/></p><p style=\"text-align: center;\">汽车博主Carros Show视频截图，展示Roadster潜在设计</p><h2 id=\"id_1616486505\" style=\"text-align: left;\">从跑车到“飞行器”：设计历经多次颠覆</h2><p style=\"text-align: left;\">新Roadster的诞生之路，是一段不断推翻重来的历史。</p><p style=\"text-align: left;\">2017年，特斯拉在一场半挂卡车发布会上突然亮出全新Roadster原型车，宣布三年内交付。此后，交付时间线至少推迟了八次。</p><p style=\"text-align: left;\">2022年，项目重新提速。设计团队分成两组：一组基于Model S Plaid平台进行改造，另一组从零开始，采用超轻量碳纤维车身结构——类似顶级性能车和赛车的造法。</p><p style=\"text-align: left;\">马斯克选择了后者，并要求团队“要么做对，要么不做”。这意味着特斯拉必须开发一款全新超级跑车，而当时公司在这一领域的经验相当有限。</p><p style=\"text-align: left;\">为此，特斯拉从意大利引进了多名工程师，其中包括兰博基尼前工程总监Stefan Nothdurfter。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e81df0c7d1c03736a5c16bdd2196a8cc\" tg-width=\"1024\" tg-height=\"698\"/></p><h2 id=\"id_3738903771\" style=\"text-align: left;\">“飞行”指令：工程师们面面相觑</h2><p style=\"text-align: left;\">马斯克对Roadster的要求不断升级。他先说要造“史上最快量产车”，后来又说要“比所有邦德座驾加起来还疯狂”，最终提出：这辆车必须能飞。</p><p style=\"text-align: left;\">一位参与项目的人士回忆，马斯克说“必须更疯狂得多”，工程师们当时互相对视，心想：“我们他X的怎么让这东西飞起来？”</p><p style=\"text-align: left;\">另一位知情人士透露，&#34;飞行&#34;的定义本身也在不断演变：“工程师们最初的问题是，&#39;飞行到底意味着什么？&#39;……我们一开始以为自己在造飞机，最后做出来的东西更接近悬停。”</p><p style=\"text-align: left;\">2024年，特斯拉团队开始与SpaceX星舰推进团队的工程师密切合作，合作对象包括星舰工程副总裁Bill Riley。冷气推进器的主要工程工作由特斯拉团队承担，最大挑战之一是如何让一辆为地面行驶设计的汽车，在升空后保持足够的稳定性。</p><h2 id=\"id_1167862864\" style=\"text-align: left;\">设计语言：黑鸟侦察机与兰博基尼的融合</h2><p style=\"text-align: left;\">在外观设计上，特斯拉同样走过了一段曲折路径。</p><p style=\"text-align: left;\">设计总监Franz von Holzhausen曾希望新车致敬兰博基尼Countach，后来又转向，要求车辆神似冷战时期的洛克希德SR-71黑鸟高速侦察机。项目由此获得内部代号“A-71”。</p><p style=\"text-align: left;\">这一方向推动团队探索了大量激进的棱角造型和非常规设计。到2025年，最终方案趋于保守，融合了Countach风格的部分元素。</p><p style=\"text-align: left;\">据三位知情人士透露，去年底，特斯拉已完成一辆可运行的原型车，为双座设计，配备蝴蝶门。标准版与限量版外观预计相近。</p><h2 id=\"id_2025629979\" style=\"text-align: left;\">限量版：不能上路，价格或达数百万美元</h2><p style=\"text-align: left;\">限量版Roadster定位极为小众。据知情人士透露，该版本预计不符合上路法规，售价可能高达数十万乃至数百万美元。</p><p style=\"text-align: left;\">特斯拉内部曾讨论，允许部分超级粉丝购买演示版车辆——该版本将带有SpaceX品牌标识，参照法拉利XX计划的模式运营（即车主在监督下驾驶仅限赛道使用的赛车）。</p><p style=\"text-align: left;\">此外，团队还曾考虑将限量版设计为单座，将副驾驶位置替换为冷气推进器。目前的设计方案中，推进器工作时，驾驶员很可能无法坐在车内——噪音是主要原因。</p><h2 id=\"id_483227772\" style=\"text-align: left;\">等待近十年：预订者的耐心正在耗尽</h2><p style=\"text-align: left;\">2017年，特斯拉开放预订，标准版定金5万美元，限量版“创始人系列”定金25万美元。此后，部分知名预订者已公开宣布取消订单，包括YouTuber Marques Brownlee和OpenAI CEO Sam Altman。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e2557164707a35e1e01a3a736082a88\" tg-width=\"1024\" tg-height=\"595\"/></p><p style=\"text-align: left;\">马斯克在股东活动上多次调侃那些“久经煎熬的”Roadster预订者。</p><p style=\"text-align: left;\">纽约投资公司员工Rick Bhowmick于2021年预订了新Roadster。他曾拥有初代Roadster，对特斯拉仍抱有期待，但也坦言：“我对这件事能否落地相当怀疑，主要是经济上的考量。我的希望是：要么这事成了，我拿到梦想中的车；要么他们取消项目，把钱退给大家。”</p><h2 id=\"id_772433688\" style=\"text-align: left;\">Tesla与SpaceX：一辆车背后的合并想象</h2><p style=\"text-align: left;\">新Roadster还有另一层意义——它是特斯拉与SpaceX深度协作的实物体现。</p><p style=\"text-align: left;\">据The Information报道，两家公司在AI、机器人及芯片制造设施Terafab等多个领域的合作日益紧密，正式合并的可能性也在市场上被越来越多地讨论。在上月的财报电话会议上，马斯克对分析师关于合并时间表的追问显得有些敷衍，仅表示此类事件需要&#34;适当的流程&#34;。</p><p style=\"text-align: left;\">对特斯拉而言，Roadster的意义不止于一款车。它是公司的起点，也是马斯克个人情感的寄托——2018年，他将自己那辆樱桃红色的初代Roadster绑上SpaceX火箭，送入了绕太阳运行的轨道。</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Roadster或本月亮相：搭载SpaceX推进器，能“飞行”的超级跑车</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特斯拉Roadster或本月亮相：搭载SpaceX推进器，能“飞行”的超级跑车\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\">2026-08-17 08:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><blockquote><p>等了近十年，特斯拉新一代Roadster汽车最快本月或将亮相。它搭载源自火箭技术的冷气推进器，将能“飞行”。发布现场将上演无人驾驶特技表演，演示地点设在SpaceX德克萨斯测试基地。马斯克亲口警告“可能出差错，但无论如何都会很精彩”，限量版售价或高达数百万美元。</p></blockquote><p style=\"text-align: left;\">等了近十年，特斯拉最快本月将揭开新一代Roadster的面纱——这辆车不只是跑得快，还要能飞。</p><p style=\"text-align: left;\">近日，据The Information报道，三位知情人士透露，特斯拉正在筹备新款Roadster的发布活动，最早可能在本月举行。发布现场将上演一场特技表演，展示限量版Roadster的“飞行”能力。演示地点预计设在SpaceX位于德克萨斯州麦格雷戈的测试基地。</p><p style=\"text-align: left;\">这辆车的“飞行”能力来自冷气推进器——一种火箭常用技术，由特斯拉与SpaceX联合开发。由于推进器噪音极大，演示车辆将远程操控，车内无人，所有观众须站在数百码以外。</p><p style=\"text-align: left;\">目前，特斯拉股价今年已累计下跌近四分之一，同期纳斯达克指数上涨15%。新Roadster的亮相，被外界视为特斯拉向市场发出的一个信号：在全力押注AI和机器人的同时，它仍然是一家造车公司。</p><h2 id=\"id_4199283854\" style=\"text-align: left;\">特技表演：磁轨、倒置行驶、悬停</h2><p style=\"text-align: left;\">据三位知情人士描述，就在几个月前，特斯拉的演示方案还颇具科幻色彩：<strong>车辆将驶上一条磁化的过山车式坡道，完成倒置行驶后自动复位，随后悬浮在空中。</strong></p><p style=\"text-align: left;\">不过，这一方案已经历缩减。据一位知情人士透露，特斯拉此前曾向马斯克预演方案，随后推迟了演示并削减了部分环节。马斯克近期告知部分特斯拉员工，“这次演示很难完美执行，可能会出差错，但无论如何都会很精彩。”</p><p style=\"text-align: left;\">目前尚不清楚特斯拉是否会进行现场直播，还是仅发布录制画面。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/314150b9d372a515571a76c3f7134b07\" tg-width=\"1024\" tg-height=\"474\"/></p><p style=\"text-align: center;\">汽车博主Carros Show视频截图，展示Roadster潜在设计</p><h2 id=\"id_1616486505\" style=\"text-align: left;\">从跑车到“飞行器”：设计历经多次颠覆</h2><p style=\"text-align: left;\">新Roadster的诞生之路，是一段不断推翻重来的历史。</p><p style=\"text-align: left;\">2017年，特斯拉在一场半挂卡车发布会上突然亮出全新Roadster原型车，宣布三年内交付。此后，交付时间线至少推迟了八次。</p><p style=\"text-align: left;\">2022年，项目重新提速。设计团队分成两组：一组基于Model S Plaid平台进行改造，另一组从零开始，采用超轻量碳纤维车身结构——类似顶级性能车和赛车的造法。</p><p style=\"text-align: left;\">马斯克选择了后者，并要求团队“要么做对，要么不做”。这意味着特斯拉必须开发一款全新超级跑车，而当时公司在这一领域的经验相当有限。</p><p style=\"text-align: left;\">为此，特斯拉从意大利引进了多名工程师，其中包括兰博基尼前工程总监Stefan Nothdurfter。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e81df0c7d1c03736a5c16bdd2196a8cc\" tg-width=\"1024\" tg-height=\"698\"/></p><h2 id=\"id_3738903771\" style=\"text-align: left;\">“飞行”指令：工程师们面面相觑</h2><p style=\"text-align: left;\">马斯克对Roadster的要求不断升级。他先说要造“史上最快量产车”，后来又说要“比所有邦德座驾加起来还疯狂”，最终提出：这辆车必须能飞。</p><p style=\"text-align: left;\">一位参与项目的人士回忆，马斯克说“必须更疯狂得多”，工程师们当时互相对视，心想：“我们他X的怎么让这东西飞起来？”</p><p style=\"text-align: left;\">另一位知情人士透露，&#34;飞行&#34;的定义本身也在不断演变：“工程师们最初的问题是，&#39;飞行到底意味着什么？&#39;……我们一开始以为自己在造飞机，最后做出来的东西更接近悬停。”</p><p style=\"text-align: left;\">2024年，特斯拉团队开始与SpaceX星舰推进团队的工程师密切合作，合作对象包括星舰工程副总裁Bill Riley。冷气推进器的主要工程工作由特斯拉团队承担，最大挑战之一是如何让一辆为地面行驶设计的汽车，在升空后保持足够的稳定性。</p><h2 id=\"id_1167862864\" style=\"text-align: left;\">设计语言：黑鸟侦察机与兰博基尼的融合</h2><p style=\"text-align: left;\">在外观设计上，特斯拉同样走过了一段曲折路径。</p><p style=\"text-align: left;\">设计总监Franz von Holzhausen曾希望新车致敬兰博基尼Countach，后来又转向，要求车辆神似冷战时期的洛克希德SR-71黑鸟高速侦察机。项目由此获得内部代号“A-71”。</p><p style=\"text-align: left;\">这一方向推动团队探索了大量激进的棱角造型和非常规设计。到2025年，最终方案趋于保守，融合了Countach风格的部分元素。</p><p style=\"text-align: left;\">据三位知情人士透露，去年底，特斯拉已完成一辆可运行的原型车，为双座设计，配备蝴蝶门。标准版与限量版外观预计相近。</p><h2 id=\"id_2025629979\" style=\"text-align: left;\">限量版：不能上路，价格或达数百万美元</h2><p style=\"text-align: left;\">限量版Roadster定位极为小众。据知情人士透露，该版本预计不符合上路法规，售价可能高达数十万乃至数百万美元。</p><p style=\"text-align: left;\">特斯拉内部曾讨论，允许部分超级粉丝购买演示版车辆——该版本将带有SpaceX品牌标识，参照法拉利XX计划的模式运营（即车主在监督下驾驶仅限赛道使用的赛车）。</p><p style=\"text-align: left;\">此外，团队还曾考虑将限量版设计为单座，将副驾驶位置替换为冷气推进器。目前的设计方案中，推进器工作时，驾驶员很可能无法坐在车内——噪音是主要原因。</p><h2 id=\"id_483227772\" style=\"text-align: left;\">等待近十年：预订者的耐心正在耗尽</h2><p style=\"text-align: left;\">2017年，特斯拉开放预订，标准版定金5万美元，限量版“创始人系列”定金25万美元。此后，部分知名预订者已公开宣布取消订单，包括YouTuber Marques Brownlee和OpenAI CEO Sam Altman。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e2557164707a35e1e01a3a736082a88\" tg-width=\"1024\" tg-height=\"595\"/></p><p style=\"text-align: left;\">马斯克在股东活动上多次调侃那些“久经煎熬的”Roadster预订者。</p><p style=\"text-align: left;\">纽约投资公司员工Rick Bhowmick于2021年预订了新Roadster。他曾拥有初代Roadster，对特斯拉仍抱有期待，但也坦言：“我对这件事能否落地相当怀疑，主要是经济上的考量。我的希望是：要么这事成了，我拿到梦想中的车；要么他们取消项目，把钱退给大家。”</p><h2 id=\"id_772433688\" style=\"text-align: left;\">Tesla与SpaceX：一辆车背后的合并想象</h2><p style=\"text-align: left;\">新Roadster还有另一层意义——它是特斯拉与SpaceX深度协作的实物体现。</p><p style=\"text-align: left;\">据The Information报道，两家公司在AI、机器人及芯片制造设施Terafab等多个领域的合作日益紧密，正式合并的可能性也在市场上被越来越多地讨论。在上月的财报电话会议上，马斯克对分析师关于合并时间表的追问显得有些敷衍，仅表示此类事件需要&#34;适当的流程&#34;。</p><p style=\"text-align: left;\">对特斯拉而言，Roadster的意义不止于一款车。它是公司的起点，也是马斯克个人情感的寄托——2018年，他将自己那辆樱桃红色的初代Roadster绑上SpaceX火箭，送入了绕太阳运行的轨道。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/314150b9d372a515571a76c3f7134b07","relate_stocks":{"TSII":"REX TSLA Growth & 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Information报道，三位知情人士透露，特斯拉正在筹备新款Roadster的发布活动，最早可能在本月举行。发布现场将上演一场特技表演，展示限量版Roadster的“飞行”能力。演示地点预计设在SpaceX位于德克萨斯州麦格雷戈的测试基地。这辆车的“飞行”能力来自冷气推进器——一种火箭常用技术，由特斯拉与SpaceX联合开发。由于推进器噪音极大，演示车辆将远程操控，车内无人，所有观众须站在数百码以外。目前，特斯拉股价今年已累计下跌近四分之一，同期纳斯达克指数上涨15%。新Roadster的亮相，被外界视为特斯拉向市场发出的一个信号：在全力押注AI和机器人的同时，它仍然是一家造车公司。特技表演：磁轨、倒置行驶、悬停据三位知情人士描述，就在几个月前，特斯拉的演示方案还颇具科幻色彩：车辆将驶上一条磁化的过山车式坡道，完成倒置行驶后自动复位，随后悬浮在空中。不过，这一方案已经历缩减。据一位知情人士透露，特斯拉此前曾向马斯克预演方案，随后推迟了演示并削减了部分环节。马斯克近期告知部分特斯拉员工，“这次演示很难完美执行，可能会出差错，但无论如何都会很精彩。”目前尚不清楚特斯拉是否会进行现场直播，还是仅发布录制画面。汽车博主Carros Show视频截图，展示Roadster潜在设计从跑车到“飞行器”：设计历经多次颠覆新Roadster的诞生之路，是一段不断推翻重来的历史。2017年，特斯拉在一场半挂卡车发布会上突然亮出全新Roadster原型车，宣布三年内交付。此后，交付时间线至少推迟了八次。2022年，项目重新提速。设计团队分成两组：一组基于Model S Plaid平台进行改造，另一组从零开始，采用超轻量碳纤维车身结构——类似顶级性能车和赛车的造法。马斯克选择了后者，并要求团队“要么做对，要么不做”。这意味着特斯拉必须开发一款全新超级跑车，而当时公司在这一领域的经验相当有限。为此，特斯拉从意大利引进了多名工程师，其中包括兰博基尼前工程总监Stefan Nothdurfter。“飞行”指令：工程师们面面相觑马斯克对Roadster的要求不断升级。他先说要造“史上最快量产车”，后来又说要“比所有邦德座驾加起来还疯狂”，最终提出：这辆车必须能飞。一位参与项目的人士回忆，马斯克说“必须更疯狂得多”，工程师们当时互相对视，心想：“我们他X的怎么让这东西飞起来？”另一位知情人士透露，\"飞行\"的定义本身也在不断演变：“工程师们最初的问题是，'飞行到底意味着什么？'……我们一开始以为自己在造飞机，最后做出来的东西更接近悬停。”2024年，特斯拉团队开始与SpaceX星舰推进团队的工程师密切合作，合作对象包括星舰工程副总裁Bill Riley。冷气推进器的主要工程工作由特斯拉团队承担，最大挑战之一是如何让一辆为地面行驶设计的汽车，在升空后保持足够的稳定性。设计语言：黑鸟侦察机与兰博基尼的融合在外观设计上，特斯拉同样走过了一段曲折路径。设计总监Franz von Holzhausen曾希望新车致敬兰博基尼Countach，后来又转向，要求车辆神似冷战时期的洛克希德SR-71黑鸟高速侦察机。项目由此获得内部代号“A-71”。这一方向推动团队探索了大量激进的棱角造型和非常规设计。到2025年，最终方案趋于保守，融合了Countach风格的部分元素。据三位知情人士透露，去年底，特斯拉已完成一辆可运行的原型车，为双座设计，配备蝴蝶门。标准版与限量版外观预计相近。限量版：不能上路，价格或达数百万美元限量版Roadster定位极为小众。据知情人士透露，该版本预计不符合上路法规，售价可能高达数十万乃至数百万美元。特斯拉内部曾讨论，允许部分超级粉丝购买演示版车辆——该版本将带有SpaceX品牌标识，参照法拉利XX计划的模式运营（即车主在监督下驾驶仅限赛道使用的赛车）。此外，团队还曾考虑将限量版设计为单座，将副驾驶位置替换为冷气推进器。目前的设计方案中，推进器工作时，驾驶员很可能无法坐在车内——噪音是主要原因。等待近十年：预订者的耐心正在耗尽2017年，特斯拉开放预订，标准版定金5万美元，限量版“创始人系列”定金25万美元。此后，部分知名预订者已公开宣布取消订单，包括YouTuber Marques Brownlee和OpenAI CEO Sam Altman。马斯克在股东活动上多次调侃那些“久经煎熬的”Roadster预订者。纽约投资公司员工Rick Bhowmick于2021年预订了新Roadster。他曾拥有初代Roadster，对特斯拉仍抱有期待，但也坦言：“我对这件事能否落地相当怀疑，主要是经济上的考量。我的希望是：要么这事成了，我拿到梦想中的车；要么他们取消项目，把钱退给大家。”Tesla与SpaceX：一辆车背后的合并想象新Roadster还有另一层意义——它是特斯拉与SpaceX深度协作的实物体现。据The Information报道，两家公司在AI、机器人及芯片制造设施Terafab等多个领域的合作日益紧密，正式合并的可能性也在市场上被越来越多地讨论。在上月的财报电话会议上，马斯克对分析师关于合并时间表的追问显得有些敷衍，仅表示此类事件需要\"适当的流程\"。对特斯拉而言，Roadster的意义不止于一款车。它是公司的起点，也是马斯克个人情感的寄托——2018年，他将自己那辆樱桃红色的初代Roadster绑上SpaceX火箭，送入了绕太阳运行的轨道。","news_type":1,"symbols_score_info":{"WANT":0.6,"TSLZ":0.6,"TSLG":0.6,"TSLL":0.6,"TSLS":0.6,"TSLW":0.6,"TSLO":0.6,"IDRV":0.6,"TSLA":1.97,"CRSH":0.6,"TEST":0.6,"TSLT":0.6,"TSYY":0.6,"LIT":0.6,"TLA":0.6,"09366":0.6,"WATS":0.6,"09766":0.6,"TSLR":0.6,"TESL":0.6,"TSLQ":0.6,"FDRV":0.6,"TSLP":0.6,"ELOL":0.6,"07366":0.6,"07766":0.6,"TSII":0.6,"TSLI":0.6,"TSLY":0.6,"TSDD":0.6,"TSL":0.6,"SMOG":0.6}},"isVote":1,"tweetType":1,"viewCount":904,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":596091409305712,"gmtCreate":1786547564855,"gmtModify":1786547567058,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"title":"","htmlText":"<a 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08:34","market":"us","language":"zh","title":"回应“5000亿美元融资质疑”！黄仁勋：英伟达“AI工厂”正成为“投资级资产”，需求真实存在，绝非“循环融资”","url":"https://stock-news.laohu8.com/highlight/detail?id=2658968202","media":"华尔街见闻","summary":"黄仁勋称资金为第三方资本，金融机构将独立尽调，并强调AI需求真实存在，英伟达“AI工厂”具备长期经济价值与广泛生态。英伟达已联合Apollo、贝莱德、黑石等六大金融机构建立独立融资平台。\"末日博士\"查诺斯将此类比2008年金融危机：\"这些人下次同坐一桌解释AI融资，不排除是在2031年的国会听证会上……\"","content":"<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>CEO黄仁勋亲自下场，为公司与六大<a href=\"https://laohu8.com/S/FISI\">金融机构</a>联手动员逾5000亿美元AI基础设施融资的计划正名。他明确表示，英伟达AI工厂算力正在成为一种可投资的资产类别，需求来自真实的商业场景，独立机构投资者将对每个项目进行独立尽调，这绝非外界质疑的&#34;循环融资&#34;。</p><p style=\"text-align: left;\">8月10日，黄仁勋在社交平台X上发文宣布，英伟达已与Apollo、<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>、<a href=\"https://laohu8.com/S/BX\">黑石</a>、<a href=\"https://laohu8.com/S/BN\">Brookfield</a>、<a href=\"https://laohu8.com/S/GS\">高盛</a>及KKR达成合作，共同建立独立融资平台，<strong>旨在随时间推移动员逾5000亿美元第三方资本，支持AI基础设施建设</strong>。他强调，这5000亿美元代表的是上述平台设计用于动员的第三方资本总量，<strong>&#34;既非英伟达的收入，也非单一基金或对单一客户的承诺&#34;。</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/32bfd44ad3b0696030d0bffee189162a\" data-align=\"center\" tg-width=\"729\" tg-height=\"995\"/><span></span></p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\">消息公布后，英伟达股价一度下跌3.2%。衡量该公司信用风险的5年期信用违约互换（CDS）价格周一一度升至77.215个基点，较前一交易日上涨约5.3个基点，<strong>创两周来最大单日升幅</strong>。分析认为，<strong>这反映出市场对英伟达在巨额融资模式下潜在信用风险的关注度正在上升。</strong></p><p style=\"text-align: left;\">华尔街见闻文章稍早前写道，据英国《金融时报》援引知情人士报道，英伟达正寻求联合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。</p><p style=\"text-align: left;\">在相关报道出炉之后，“末世博士”吉姆·查诺斯（Jim Chanos）发帖讽刺英伟达与黑石等金融巨头联合融资AI基础设施，类比2008年金融危机的金融工程操作，暗示<strong>若AI泡沫破裂，相关方可能重蹈当年华尔街高管被国会问责的覆辙。</strong></p><h2 style=\"text-align: left;\">AI工厂：从&#34;买芯片&#34;到&#34;可融资基础设施&#34;</h2><p style=\"text-align: left;\">黄仁勋在帖文中系统阐述了英伟达AI工厂的资产逻辑，试图重新定义市场对这一商业模式的认知框架。</p><p style=\"text-align: left;\">他表示，<strong>AI行业已从&#34;企业逐项目采购芯片、自建数据中心&#34;的时代，迈入&#34;AI工厂可作为生产性基础设施进行融资&#34;的新阶段——具备可复制的平台、长期机构资本支持，以及利用算力创造收入的多元化客户群体。</strong></p><p style=\"text-align: left;\">黄仁勋强调，英伟达算力并非单纯的芯片，而是一套完整的AI工厂平台，涵盖加速计算、网络、系统软件、AI框架及全球开发者生态。</p><p style=\"text-align: left;\">他指出，一座英伟达AI工厂可同时服务多个客户和多类工作负载，具备灵活性与可替代性；当某一客户需求发生变化时，工厂可转由另一客户、另一云服务商或另一运营商使用，<strong>&#34;这一广泛生态赋予英伟达算力深厚的潜在用户市场，有助于保护残值&#34;。</strong></p><p style=\"text-align: left;\">黄仁勋在文章中将上述合作定性为&#34;AI基础设施开放资本市场的开端&#34;。他表示，<strong>这些金融机构均是全球领先的基础设施投资者，在承销长期生产性资产方面拥有深厚专业积累，双方将共同创建可复制的融资平台，帮助AI生态系统建设所需的工厂。</strong></p><h2 style=\"text-align: left;\">CUDA软件持续升值，A100六年仍在商用</h2><p style=\"text-align: left;\">黄仁勋着重强调了英伟达算力资产的长期经济价值，并以具体数据加以佐证。</p><p style=\"text-align: left;\">他表示，CUDA软件持续提升已安装基础设施的性能、效率与总拥有成本，使AI工厂在整个生命周期内能够以更低成本产出更多智能，延长其经济使用价值。</p><p style=\"text-align: left;\">黄仁勋以A100为例：英伟达于2020年推出基于Ampere架构的A100，六年后该产品仍在AI训练、微调、推理及高性能计算领域保持活跃商业应用，客户持续签订多年期容量合同，&#34;A100的经济寿命正向十年延伸&#34;。</p><p style=\"text-align: left;\">在GPU租赁定价方面，黄仁勋援引市场数据称，H100一年期租赁价格已从2025年10月的约每GPU小时1.70美元，升至2026年3月的约2.35美元；跨服务商按需中位定价则从2025年10月的约2.00美元升至2026年6月的2.70美元。Blackwell系列产品溢价更为显著，B200云端报价约为每GPU小时5.30至7.05美元。</p><p style=\"text-align: left;\">他认为，上述数据印证了英伟达算力经济价值的持久性。</p><h2 style=\"text-align: left;\">正面回应&#34;循环融资&#34;质疑</h2><p style=\"text-align: left;\">针对市场最为关注的&#34;循环融资&#34;质疑，黄仁勋在文章中专门设立问答环节予以回应。</p><p style=\"text-align: left;\">他表示，此次融资安排的设计初衷正是为了解决这一顾虑。<strong>需求来自前沿AI实验室、AI原生初创企业、企业客户、云服务商以及正在构建AI服务的国家，&#34;需求是真实的&#34;</strong>。各资本方将独立对每个项目进行尽调，评估维度涵盖客户资质、需求状况、利用率、现金流及残值，<strong>&#34;英伟达提供平台，投资者作出独立融资决策&#34;。</strong></p><p style=\"text-align: left;\">在英伟达自身的风险敞口方面，黄仁勋披露，在部分情况下，英伟达可能为单个项目提供最高25%的残值支持机制，&#34;逐项目审慎评估&#34;。他强调，这一比例&#34;远低于其他算力融资安排&#34;，且属于残值支持性质，旨在补充而非替代独立尽调。</p><p style=\"text-align: left;\">黄仁勋在帖文结尾将AI工厂建设置于更宏观的历史框架之下。他表示，每一次工业革命都建立在基础设施之上——电力、交通、通信与计算，每一次建设都依赖外部融资。<strong>&#34;AI工厂是智能时代的基础设施。&#34;</strong></p><p style=\"text-align: left;\">他将AI的商业逻辑概括为一个正向循环：<strong>企业利用AI编写软件、研发药物、设计产品、服务客户、自动化运营并构建新服务；更多算力带来更好的AI，更好的AI带来更多使用，更多使用带来更多收入，更多收入驱动更多算力投入。</strong></p><blockquote><p style=\"text-align: left;\">&#34;这是AI工业革命的良性循环。&#34;</p></blockquote><p style=\"text-align: left;\">黄仁勋表示，通过此次合作，英伟达与全球领先金融机构将共同为这场工业革命提供基础设施融资，使AI工厂对企业、行业和国家更具可及性。</p><p style=\"text-align: left;\">华尔街见闻文章稍早前写道，此次合作并非英伟达首次深度介入AI产业链融资。</p><p style=\"text-align: left;\">此前有报道称，英伟达正就为OpenAI提供最高250亿美元融资担保进行谈判，并在讨论为OpenAI芯片采购计划融资3500亿美元；英伟达上月还宣布扩大与韩国SK集团的合作，双方总业务规模将超过5000亿美元。上述举措表明，英伟达正将自身从芯片供应商逐步转型为AI基础设施生态的资本动员核心。</p><h2 style=\"text-align: left;\">&#34;末日博士&#34;类比2008年：下一次国会听证？</h2><p style=\"text-align: left;\">就在黄仁勋发文的同一时间，华尔街知名大空头，又被称作“末日博士”的James Chanos在社交平台上发出了一条意味深长的评论。他写道：</p><blockquote><p style=\"text-align: left;\"><strong>&#34;这些人下次同坐一桌解释AI融资，不排除是在2031年的国会听证会上……&#34;</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/403760680ebbf6e0ecd753e2b19f0dc6\" data-align=\"center\" tg-width=\"730\" tg-height=\"641\"/><span></span></p></blockquote><p style=\"text-align: left;\">Chanos的言外之意指向2008年金融危机——彼时，华尔街各大金融机构的高管们因次贷危机、信用违约互换及CDO等复杂金融工具引发的系统性风险，被迫出席国会听证。他将此次英伟达与Apollo、贝莱德、黑石、Brookfield、高盛、KKR的联合融资安排与当年的金融工程相提并论，<strong>暗示若AI基础设施投资泡沫在数年后破裂，黄仁勋或将与这些金融机构高管一同面对国会的质询。</strong></p><p style=\"text-align: left;\">值得注意的是，当有人在他的帖文下方追问相关方是否会面临刑事追责时，Chanos明确表示：&#34;没有人说过要坐牢。&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/de69971fefda3fc3dc12bf79641bb4cd\" data-align=\"center\" tg-width=\"815\" tg-height=\"815\"/><span></span></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>回应“5000亿美元融资质疑”！黄仁勋：英伟达“AI工厂”正成为“投资级资产”，需求真实存在，绝非“循环融资”</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{ 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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回应“5000亿美元融资质疑”！黄仁勋：英伟达“AI工厂”正成为“投资级资产”，需求真实存在，绝非“循环融资”\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\">2026-08-11 08:34</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>CEO黄仁勋亲自下场，为公司与六大<a href=\"https://laohu8.com/S/FISI\">金融机构</a>联手动员逾5000亿美元AI基础设施融资的计划正名。他明确表示，英伟达AI工厂算力正在成为一种可投资的资产类别，需求来自真实的商业场景，独立机构投资者将对每个项目进行独立尽调，这绝非外界质疑的&#34;循环融资&#34;。</p><p style=\"text-align: left;\">8月10日，黄仁勋在社交平台X上发文宣布，英伟达已与Apollo、<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>、<a href=\"https://laohu8.com/S/BX\">黑石</a>、<a href=\"https://laohu8.com/S/BN\">Brookfield</a>、<a href=\"https://laohu8.com/S/GS\">高盛</a>及KKR达成合作，共同建立独立融资平台，<strong>旨在随时间推移动员逾5000亿美元第三方资本，支持AI基础设施建设</strong>。他强调，这5000亿美元代表的是上述平台设计用于动员的第三方资本总量，<strong>&#34;既非英伟达的收入，也非单一基金或对单一客户的承诺&#34;。</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/32bfd44ad3b0696030d0bffee189162a\" data-align=\"center\" tg-width=\"729\" tg-height=\"995\"/><span></span></p><p style=\"text-align: left;\"></p><p style=\"text-align: left;\">消息公布后，英伟达股价一度下跌3.2%。衡量该公司信用风险的5年期信用违约互换（CDS）价格周一一度升至77.215个基点，较前一交易日上涨约5.3个基点，<strong>创两周来最大单日升幅</strong>。分析认为，<strong>这反映出市场对英伟达在巨额融资模式下潜在信用风险的关注度正在上升。</strong></p><p style=\"text-align: left;\">华尔街见闻文章稍早前写道，据英国《金融时报》援引知情人士报道，英伟达正寻求联合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。</p><p style=\"text-align: left;\">在相关报道出炉之后，“末世博士”吉姆·查诺斯（Jim Chanos）发帖讽刺英伟达与黑石等金融巨头联合融资AI基础设施，类比2008年金融危机的金融工程操作，暗示<strong>若AI泡沫破裂，相关方可能重蹈当年华尔街高管被国会问责的覆辙。</strong></p><h2 style=\"text-align: left;\">AI工厂：从&#34;买芯片&#34;到&#34;可融资基础设施&#34;</h2><p style=\"text-align: left;\">黄仁勋在帖文中系统阐述了英伟达AI工厂的资产逻辑，试图重新定义市场对这一商业模式的认知框架。</p><p style=\"text-align: left;\">他表示，<strong>AI行业已从&#34;企业逐项目采购芯片、自建数据中心&#34;的时代，迈入&#34;AI工厂可作为生产性基础设施进行融资&#34;的新阶段——具备可复制的平台、长期机构资本支持，以及利用算力创造收入的多元化客户群体。</strong></p><p style=\"text-align: left;\">黄仁勋强调，英伟达算力并非单纯的芯片，而是一套完整的AI工厂平台，涵盖加速计算、网络、系统软件、AI框架及全球开发者生态。</p><p style=\"text-align: left;\">他指出，一座英伟达AI工厂可同时服务多个客户和多类工作负载，具备灵活性与可替代性；当某一客户需求发生变化时，工厂可转由另一客户、另一云服务商或另一运营商使用，<strong>&#34;这一广泛生态赋予英伟达算力深厚的潜在用户市场，有助于保护残值&#34;。</strong></p><p style=\"text-align: left;\">黄仁勋在文章中将上述合作定性为&#34;AI基础设施开放资本市场的开端&#34;。他表示，<strong>这些金融机构均是全球领先的基础设施投资者，在承销长期生产性资产方面拥有深厚专业积累，双方将共同创建可复制的融资平台，帮助AI生态系统建设所需的工厂。</strong></p><h2 style=\"text-align: left;\">CUDA软件持续升值，A100六年仍在商用</h2><p style=\"text-align: left;\">黄仁勋着重强调了英伟达算力资产的长期经济价值，并以具体数据加以佐证。</p><p style=\"text-align: left;\">他表示，CUDA软件持续提升已安装基础设施的性能、效率与总拥有成本，使AI工厂在整个生命周期内能够以更低成本产出更多智能，延长其经济使用价值。</p><p style=\"text-align: left;\">黄仁勋以A100为例：英伟达于2020年推出基于Ampere架构的A100，六年后该产品仍在AI训练、微调、推理及高性能计算领域保持活跃商业应用，客户持续签订多年期容量合同，&#34;A100的经济寿命正向十年延伸&#34;。</p><p style=\"text-align: left;\">在GPU租赁定价方面，黄仁勋援引市场数据称，H100一年期租赁价格已从2025年10月的约每GPU小时1.70美元，升至2026年3月的约2.35美元；跨服务商按需中位定价则从2025年10月的约2.00美元升至2026年6月的2.70美元。Blackwell系列产品溢价更为显著，B200云端报价约为每GPU小时5.30至7.05美元。</p><p style=\"text-align: left;\">他认为，上述数据印证了英伟达算力经济价值的持久性。</p><h2 style=\"text-align: left;\">正面回应&#34;循环融资&#34;质疑</h2><p style=\"text-align: left;\">针对市场最为关注的&#34;循环融资&#34;质疑，黄仁勋在文章中专门设立问答环节予以回应。</p><p style=\"text-align: left;\">他表示，此次融资安排的设计初衷正是为了解决这一顾虑。<strong>需求来自前沿AI实验室、AI原生初创企业、企业客户、云服务商以及正在构建AI服务的国家，&#34;需求是真实的&#34;</strong>。各资本方将独立对每个项目进行尽调，评估维度涵盖客户资质、需求状况、利用率、现金流及残值，<strong>&#34;英伟达提供平台，投资者作出独立融资决策&#34;。</strong></p><p style=\"text-align: left;\">在英伟达自身的风险敞口方面，黄仁勋披露，在部分情况下，英伟达可能为单个项目提供最高25%的残值支持机制，&#34;逐项目审慎评估&#34;。他强调，这一比例&#34;远低于其他算力融资安排&#34;，且属于残值支持性质，旨在补充而非替代独立尽调。</p><p style=\"text-align: left;\">黄仁勋在帖文结尾将AI工厂建设置于更宏观的历史框架之下。他表示，每一次工业革命都建立在基础设施之上——电力、交通、通信与计算，每一次建设都依赖外部融资。<strong>&#34;AI工厂是智能时代的基础设施。&#34;</strong></p><p style=\"text-align: left;\">他将AI的商业逻辑概括为一个正向循环：<strong>企业利用AI编写软件、研发药物、设计产品、服务客户、自动化运营并构建新服务；更多算力带来更好的AI，更好的AI带来更多使用，更多使用带来更多收入，更多收入驱动更多算力投入。</strong></p><blockquote><p style=\"text-align: left;\">&#34;这是AI工业革命的良性循环。&#34;</p></blockquote><p style=\"text-align: left;\">黄仁勋表示，通过此次合作，英伟达与全球领先金融机构将共同为这场工业革命提供基础设施融资，使AI工厂对企业、行业和国家更具可及性。</p><p style=\"text-align: left;\">华尔街见闻文章稍早前写道，此次合作并非英伟达首次深度介入AI产业链融资。</p><p style=\"text-align: left;\">此前有报道称，英伟达正就为OpenAI提供最高250亿美元融资担保进行谈判，并在讨论为OpenAI芯片采购计划融资3500亿美元；英伟达上月还宣布扩大与韩国SK集团的合作，双方总业务规模将超过5000亿美元。上述举措表明，英伟达正将自身从芯片供应商逐步转型为AI基础设施生态的资本动员核心。</p><h2 style=\"text-align: left;\">&#34;末日博士&#34;类比2008年：下一次国会听证？</h2><p style=\"text-align: left;\">就在黄仁勋发文的同一时间，华尔街知名大空头，又被称作“末日博士”的James Chanos在社交平台上发出了一条意味深长的评论。他写道：</p><blockquote><p style=\"text-align: left;\"><strong>&#34;这些人下次同坐一桌解释AI融资，不排除是在2031年的国会听证会上……&#34;</strong></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/403760680ebbf6e0ecd753e2b19f0dc6\" data-align=\"center\" tg-width=\"730\" tg-height=\"641\"/><span></span></p></blockquote><p style=\"text-align: left;\">Chanos的言外之意指向2008年金融危机——彼时，华尔街各大金融机构的高管们因次贷危机、信用违约互换及CDO等复杂金融工具引发的系统性风险，被迫出席国会听证。他将此次英伟达与Apollo、贝莱德、黑石、Brookfield、高盛、KKR的联合融资安排与当年的金融工程相提并论，<strong>暗示若AI基础设施投资泡沫在数年后破裂，黄仁勋或将与这些金融机构高管一同面对国会的质询。</strong></p><p style=\"text-align: left;\">值得注意的是，当有人在他的帖文下方追问相关方是否会面临刑事追责时，Chanos明确表示：&#34;没有人说过要坐牢。&#34;</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/de69971fefda3fc3dc12bf79641bb4cd\" data-align=\"center\" tg-width=\"815\" tg-height=\"815\"/><span></span></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/518cb4aae27806e6913c88c422cb90a7","relate_stocks":{"LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","LU0138981039.USD":"FIDELITY FUNDS SUSTAINABLE MULTI ASSET INCOME \"A\" INC","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","SG9999004303.SGD":"Nikko AM Shenton Global 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Chanos）发帖讽刺英伟达与黑石等金融巨头联合融资AI基础设施，类比2008年金融危机的金融工程操作，暗示若AI泡沫破裂，相关方可能重蹈当年华尔街高管被国会问责的覆辙。AI工厂：从\"买芯片\"到\"可融资基础设施\"黄仁勋在帖文中系统阐述了英伟达AI工厂的资产逻辑，试图重新定义市场对这一商业模式的认知框架。他表示，AI行业已从\"企业逐项目采购芯片、自建数据中心\"的时代，迈入\"AI工厂可作为生产性基础设施进行融资\"的新阶段——具备可复制的平台、长期机构资本支持，以及利用算力创造收入的多元化客户群体。黄仁勋强调，英伟达算力并非单纯的芯片，而是一套完整的AI工厂平台，涵盖加速计算、网络、系统软件、AI框架及全球开发者生态。他指出，一座英伟达AI工厂可同时服务多个客户和多类工作负载，具备灵活性与可替代性；当某一客户需求发生变化时，工厂可转由另一客户、另一云服务商或另一运营商使用，\"这一广泛生态赋予英伟达算力深厚的潜在用户市场，有助于保护残值\"。黄仁勋在文章中将上述合作定性为\"AI基础设施开放资本市场的开端\"。他表示，这些金融机构均是全球领先的基础设施投资者，在承销长期生产性资产方面拥有深厚专业积累，双方将共同创建可复制的融资平台，帮助AI生态系统建设所需的工厂。CUDA软件持续升值，A100六年仍在商用黄仁勋着重强调了英伟达算力资产的长期经济价值，并以具体数据加以佐证。他表示，CUDA软件持续提升已安装基础设施的性能、效率与总拥有成本，使AI工厂在整个生命周期内能够以更低成本产出更多智能，延长其经济使用价值。黄仁勋以A100为例：英伟达于2020年推出基于Ampere架构的A100，六年后该产品仍在AI训练、微调、推理及高性能计算领域保持活跃商业应用，客户持续签订多年期容量合同，\"A100的经济寿命正向十年延伸\"。在GPU租赁定价方面，黄仁勋援引市场数据称，H100一年期租赁价格已从2025年10月的约每GPU小时1.70美元，升至2026年3月的约2.35美元；跨服务商按需中位定价则从2025年10月的约2.00美元升至2026年6月的2.70美元。Blackwell系列产品溢价更为显著，B200云端报价约为每GPU小时5.30至7.05美元。他认为，上述数据印证了英伟达算力经济价值的持久性。正面回应\"循环融资\"质疑针对市场最为关注的\"循环融资\"质疑，黄仁勋在文章中专门设立问答环节予以回应。他表示，此次融资安排的设计初衷正是为了解决这一顾虑。需求来自前沿AI实验室、AI原生初创企业、企业客户、云服务商以及正在构建AI服务的国家，\"需求是真实的\"。各资本方将独立对每个项目进行尽调，评估维度涵盖客户资质、需求状况、利用率、现金流及残值，\"英伟达提供平台，投资者作出独立融资决策\"。在英伟达自身的风险敞口方面，黄仁勋披露，在部分情况下，英伟达可能为单个项目提供最高25%的残值支持机制，\"逐项目审慎评估\"。他强调，这一比例\"远低于其他算力融资安排\"，且属于残值支持性质，旨在补充而非替代独立尽调。黄仁勋在帖文结尾将AI工厂建设置于更宏观的历史框架之下。他表示，每一次工业革命都建立在基础设施之上——电力、交通、通信与计算，每一次建设都依赖外部融资。\"AI工厂是智能时代的基础设施。\"他将AI的商业逻辑概括为一个正向循环：企业利用AI编写软件、研发药物、设计产品、服务客户、自动化运营并构建新服务；更多算力带来更好的AI，更好的AI带来更多使用，更多使用带来更多收入，更多收入驱动更多算力投入。\"这是AI工业革命的良性循环。\"黄仁勋表示，通过此次合作，英伟达与全球领先金融机构将共同为这场工业革命提供基础设施融资，使AI工厂对企业、行业和国家更具可及性。华尔街见闻文章稍早前写道，此次合作并非英伟达首次深度介入AI产业链融资。此前有报道称，英伟达正就为OpenAI提供最高250亿美元融资担保进行谈判，并在讨论为OpenAI芯片采购计划融资3500亿美元；英伟达上月还宣布扩大与韩国SK集团的合作，双方总业务规模将超过5000亿美元。上述举措表明，英伟达正将自身从芯片供应商逐步转型为AI基础设施生态的资本动员核心。\"末日博士\"类比2008年：下一次国会听证？就在黄仁勋发文的同一时间，华尔街知名大空头，又被称作“末日博士”的James 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‌"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321342039056576,"gmtCreate":1719472351964,"gmtModify":1719472353875,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"title":"","htmlText":"已移仓亚马逊","listText":"已移仓亚马逊","text":"已移仓亚马逊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":13,"repostSize":0,"link":"https://laohu8.com/post/321342039056576","isVote":1,"tweetType":1,"viewCount":5399,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3490012177941164","authorId":"3490012177941164","name":"炒股养家里的宠物","avatar":"https://static.tigerbbs.com/94edde2b5593c870c383c2e177079419","crmLevel":7,"crmLevelSwitch":0,"idStr":"3490012177941164","authorIdStr":"3490012177941164"},"content":"全换了？英伟达赚了多少哈哈","text":"全换了？英伟达赚了多少哈哈","html":"全换了？英伟达赚了多少哈哈"},{"author":{"id":"3554708838834221","authorId":"3554708838834221","name":"霸气威武","avatar":"https://static.tigerbbs.com/884a97d08a6f7f0246c299686e81f873","crmLevel":2,"crmLevelSwitch":1,"idStr":"3554708838834221","authorIdStr":"3554708838834221"},"content":"咋不头铁了 继续加啊","text":"咋不头铁了 继续加啊","html":"咋不头铁了 继续加啊"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":285710324834304,"gmtCreate":1710771815739,"gmtModify":1710771817230,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$&nbsp;</a> 破不破都行，坚定持有老虎送的0.1股特斯拉，看看能翻出什么幺蛾子","listText":"<a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$&nbsp;</a> 破不破都行，坚定持有老虎送的0.1股特斯拉，看看能翻出什么幺蛾子","text":"$亚马逊(AMZN)$ 破不破都行，坚定持有老虎送的0.1股特斯拉，看看能翻出什么幺蛾子","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/285710324834304","isVote":1,"tweetType":1,"viewCount":8877,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3565779873182513","authorId":"3565779873182513","name":"Widest","avatar":"https://static.tigerbbs.com/e848e194f86a1019b12907f98b072826","crmLevel":5,"crmLevelSwitch":0,"idStr":"3565779873182513","authorIdStr":"3565779873182513"},"content":"亚马逊为什么要破呢？","text":"亚马逊为什么要破呢？","html":"亚马逊为什么要破呢？"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":440268950704936,"gmtCreate":1748526446232,"gmtModify":1748526447399,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"title":"","htmlText":"作者没看懂pltr，应该对标微软","listText":"作者没看懂pltr，应该对标微软","text":"作者没看懂pltr，应该对标微软","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/440268950704936","repostId":"1168896343","repostType":2,"repost":{"id":"1168896343","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":1748514945,"share":"https://www.laohunote.com/m/news/1168896343?lang=zh_CN&edition=full","pubTime":"2025-05-29 18:35","market":"us","language":"zh","title":"Palantir年内暴涨63%，领涨纳斯达克100指数，目前是阶段高点吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=1168896343","media":"老虎资讯综合","summary":"这家公司可能成为下一个软件巨头。","content":"<html><head></head><body><p><em>作者：Trevor Jennewine</em></p><p><em>来源：The Motley Fool</em></p><p><strong>摘要</strong></p><ul style=\"\"><li><p>Palantir 股价今年迄今已上涨 63%，领涨纳斯达克 100 指数。</p></li><li><p>Forrester Research 将 Palantir 评为人工智能平台领域的领导者。</p></li><li><p>Palantir 股价今年两次突破销售额 100 倍，很少有软件公司能达到这样的估值。</p></li></ul><p>5月14日，Palantir涨至至每股133.49美元的历史高点。此后，该股小幅回落，但截至5月27日，其年初至今的回报率高达63%，仍领跑纳斯达克100指数。Palantir能否在2025年剩余的几个月里保持这一势头？</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da861aca043563e01bdbf9139515aac2\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>Palantir利用人工智能帮助客户优化决策</strong></p><p>Palantir为商业和政府部门的客户开发数据分析软件。其主要平台（Gotham和Foundry）允许用户整合信息、训练机器学习模型和查询数据。其配套的人工智能平台（AIP）是一个大型语言模型编排工具，可让客户将生成式人工智能融入到运营中。</p><p>Palantir 的关键优势在于其基于“本体”的软件架构。本体是一个构建于数据集和模型之上的框架，它定义了数字信息与工厂、设备和耗材等实体资产之间的关系。本体不仅允许用户查询数据以改进决策，还能创建一个反馈循环，随着时间的推移产生更深入的洞察。</p><p>Palantir 公布了令人印象深刻的第一季度财务业绩。得益于政府部门强劲的销售增长，公司营收增长 39%，达到 8.84 亿美元，这是公司连续第七年实现增长。非公认会计准则美股净利润增长 62%，达到每股 0.13 美元。管理层还上调了全年业绩指引，预计 2025 年营收将增长 36%。</p><p>Palantir 完全有能力保持这一势头。Forrester Research 将该公司评为人工智能和机器学习平台领域的技术领导者，预计该市场将以每年 40% 的速度增长，到 2028 年将达到 1530 亿美元。晨星分析师 Mike Giarelli 今年早些时候写道：“这家公司可能成为下一个软件巨头。”</p><p>然而，投资者不应忽视估值。估值目前对市场可能并不重要，但最终总会起到决定性作用。Palantir 目前的市盈率为调整后收益的 265 倍。对于一家预计 2025 年收益将增长 41% 的公司来说，这个估值看起来非常昂贵。然而，Palantir 已连续六个季度超出市场普遍预期，平均高出 10%。</p><p><strong>Palantir 是历史上最昂贵的软件股票之一</strong></p><p>我刚才提到，对于一家预计今年盈利增长 41% 的公司来说，Palantir 的市盈率 (P/E) 非常高。话虽如此，有人可能会认为，由于华尔街经常低估 Palantir，其盈利增长速度可能远超预期。所以，让我们从另一个角度来思考估值。</p><p>Palantir 的市销率 (P/S) 在 2 月份突破了 100 倍，并在 5 月份再次达到这一水平。我回顾了过去 20 年 50 多只软件股的估值：在此期间，只有另外 6 只股票的市销率超过 100 倍，而且它们最终都下跌了至少 70%，如下所述：</p><ul style=\"\"><li><p>Bill Holdings 在 2021 年 9 月 8 日的市销率为 103 倍。该股最终下跌了 87%。</p></li><li><p>Cloudflare 在 2021 年 11 月 18 日的市销率为 114 倍。该股最终下跌了 83%。</p></li><li><p>SentinelOne 在 2021 年 9 月 16 日的市销率为 106 倍。该股最终下跌了 82%。</p></li><li><p>Snowflake 在 2020 年 12 月 8 日的市销率为 184 倍。该股最终下跌了 72%。</p></li><li><p>2024年12月26日，SoundHound AI的市销率为111倍。该股最终下跌了70%。</p></li><li><p>2020年10月19日，Zoom Communications的市销率为124倍。该股最终下跌了90%。</p></li></ul><p>如上所示，过去二十年中，除Palantir外，只有六只软件股的市盈率达到100倍，达到该估值后，其股价从峰值到谷底的平均跌幅为81%。我们可以将这个数字套用到Palantir身上，对未来可能发生的事情做出合理的预测。</p><p>具体来说，Palantir在2月18日收盘价为每股124.62美元，当天其市盈率达到了107倍的峰值。如果其表现与历史平均水平持平，最终将下跌81%，至每股23.67美元。这意味着其股价从目前的123美元下跌幅度大致相同。</p><p>当然，过往表现并不能保证未来的业绩，Palantir也有可能成为例外。但我认为投资者应该避免以当前价格买入该股。其风险回报状况严重偏向风险。</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>Palantir年内暴涨63%，领涨纳斯达克100指数，目前是阶段高点吗？</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{ 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#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\">\nPalantir年内暴涨63%，领涨纳斯达克100指数，目前是阶段高点吗？\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\">2025-05-29 18:35</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><em>作者：Trevor Jennewine</em></p><p><em>来源：The Motley Fool</em></p><p><strong>摘要</strong></p><ul style=\"\"><li><p>Palantir 股价今年迄今已上涨 63%，领涨纳斯达克 100 指数。</p></li><li><p>Forrester Research 将 Palantir 评为人工智能平台领域的领导者。</p></li><li><p>Palantir 股价今年两次突破销售额 100 倍，很少有软件公司能达到这样的估值。</p></li></ul><p>5月14日，Palantir涨至至每股133.49美元的历史高点。此后，该股小幅回落，但截至5月27日，其年初至今的回报率高达63%，仍领跑纳斯达克100指数。Palantir能否在2025年剩余的几个月里保持这一势头？</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da861aca043563e01bdbf9139515aac2\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>Palantir利用人工智能帮助客户优化决策</strong></p><p>Palantir为商业和政府部门的客户开发数据分析软件。其主要平台（Gotham和Foundry）允许用户整合信息、训练机器学习模型和查询数据。其配套的人工智能平台（AIP）是一个大型语言模型编排工具，可让客户将生成式人工智能融入到运营中。</p><p>Palantir 的关键优势在于其基于“本体”的软件架构。本体是一个构建于数据集和模型之上的框架，它定义了数字信息与工厂、设备和耗材等实体资产之间的关系。本体不仅允许用户查询数据以改进决策，还能创建一个反馈循环，随着时间的推移产生更深入的洞察。</p><p>Palantir 公布了令人印象深刻的第一季度财务业绩。得益于政府部门强劲的销售增长，公司营收增长 39%，达到 8.84 亿美元，这是公司连续第七年实现增长。非公认会计准则美股净利润增长 62%，达到每股 0.13 美元。管理层还上调了全年业绩指引，预计 2025 年营收将增长 36%。</p><p>Palantir 完全有能力保持这一势头。Forrester Research 将该公司评为人工智能和机器学习平台领域的技术领导者，预计该市场将以每年 40% 的速度增长，到 2028 年将达到 1530 亿美元。晨星分析师 Mike Giarelli 今年早些时候写道：“这家公司可能成为下一个软件巨头。”</p><p>然而，投资者不应忽视估值。估值目前对市场可能并不重要，但最终总会起到决定性作用。Palantir 目前的市盈率为调整后收益的 265 倍。对于一家预计 2025 年收益将增长 41% 的公司来说，这个估值看起来非常昂贵。然而，Palantir 已连续六个季度超出市场普遍预期，平均高出 10%。</p><p><strong>Palantir 是历史上最昂贵的软件股票之一</strong></p><p>我刚才提到，对于一家预计今年盈利增长 41% 的公司来说，Palantir 的市盈率 (P/E) 非常高。话虽如此，有人可能会认为，由于华尔街经常低估 Palantir，其盈利增长速度可能远超预期。所以，让我们从另一个角度来思考估值。</p><p>Palantir 的市销率 (P/S) 在 2 月份突破了 100 倍，并在 5 月份再次达到这一水平。我回顾了过去 20 年 50 多只软件股的估值：在此期间，只有另外 6 只股票的市销率超过 100 倍，而且它们最终都下跌了至少 70%，如下所述：</p><ul style=\"\"><li><p>Bill Holdings 在 2021 年 9 月 8 日的市销率为 103 倍。该股最终下跌了 87%。</p></li><li><p>Cloudflare 在 2021 年 11 月 18 日的市销率为 114 倍。该股最终下跌了 83%。</p></li><li><p>SentinelOne 在 2021 年 9 月 16 日的市销率为 106 倍。该股最终下跌了 82%。</p></li><li><p>Snowflake 在 2020 年 12 月 8 日的市销率为 184 倍。该股最终下跌了 72%。</p></li><li><p>2024年12月26日，SoundHound AI的市销率为111倍。该股最终下跌了70%。</p></li><li><p>2020年10月19日，Zoom Communications的市销率为124倍。该股最终下跌了90%。</p></li></ul><p>如上所示，过去二十年中，除Palantir外，只有六只软件股的市盈率达到100倍，达到该估值后，其股价从峰值到谷底的平均跌幅为81%。我们可以将这个数字套用到Palantir身上，对未来可能发生的事情做出合理的预测。</p><p>具体来说，Palantir在2月18日收盘价为每股124.62美元，当天其市盈率达到了107倍的峰值。如果其表现与历史平均水平持平，最终将下跌81%，至每股23.67美元。这意味着其股价从目前的123美元下跌幅度大致相同。</p><p>当然，过往表现并不能保证未来的业绩，Palantir也有可能成为例外。但我认为投资者应该避免以当前价格买入该股。其风险回报状况严重偏向风险。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d544e6f7498c68812d1a765bff723fc2","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1168896343","content_text":"作者：Trevor Jennewine来源：The Motley Fool摘要Palantir 股价今年迄今已上涨 63%，领涨纳斯达克 100 指数。Forrester Research 将 Palantir 评为人工智能平台领域的领导者。Palantir 股价今年两次突破销售额 100 倍，很少有软件公司能达到这样的估值。5月14日，Palantir涨至至每股133.49美元的历史高点。此后，该股小幅回落，但截至5月27日，其年初至今的回报率高达63%，仍领跑纳斯达克100指数。Palantir能否在2025年剩余的几个月里保持这一势头？Palantir利用人工智能帮助客户优化决策Palantir为商业和政府部门的客户开发数据分析软件。其主要平台（Gotham和Foundry）允许用户整合信息、训练机器学习模型和查询数据。其配套的人工智能平台（AIP）是一个大型语言模型编排工具，可让客户将生成式人工智能融入到运营中。Palantir 的关键优势在于其基于“本体”的软件架构。本体是一个构建于数据集和模型之上的框架，它定义了数字信息与工厂、设备和耗材等实体资产之间的关系。本体不仅允许用户查询数据以改进决策，还能创建一个反馈循环，随着时间的推移产生更深入的洞察。Palantir 公布了令人印象深刻的第一季度财务业绩。得益于政府部门强劲的销售增长，公司营收增长 39%，达到 8.84 亿美元，这是公司连续第七年实现增长。非公认会计准则美股净利润增长 62%，达到每股 0.13 美元。管理层还上调了全年业绩指引，预计 2025 年营收将增长 36%。Palantir 完全有能力保持这一势头。Forrester Research 将该公司评为人工智能和机器学习平台领域的技术领导者，预计该市场将以每年 40% 的速度增长，到 2028 年将达到 1530 亿美元。晨星分析师 Mike Giarelli 今年早些时候写道：“这家公司可能成为下一个软件巨头。”然而，投资者不应忽视估值。估值目前对市场可能并不重要，但最终总会起到决定性作用。Palantir 目前的市盈率为调整后收益的 265 倍。对于一家预计 2025 年收益将增长 41% 的公司来说，这个估值看起来非常昂贵。然而，Palantir 已连续六个季度超出市场普遍预期，平均高出 10%。Palantir 是历史上最昂贵的软件股票之一我刚才提到，对于一家预计今年盈利增长 41% 的公司来说，Palantir 的市盈率 (P/E) 非常高。话虽如此，有人可能会认为，由于华尔街经常低估 Palantir，其盈利增长速度可能远超预期。所以，让我们从另一个角度来思考估值。Palantir 的市销率 (P/S) 在 2 月份突破了 100 倍，并在 5 月份再次达到这一水平。我回顾了过去 20 年 50 多只软件股的估值：在此期间，只有另外 6 只股票的市销率超过 100 倍，而且它们最终都下跌了至少 70%，如下所述：Bill Holdings 在 2021 年 9 月 8 日的市销率为 103 倍。该股最终下跌了 87%。Cloudflare 在 2021 年 11 月 18 日的市销率为 114 倍。该股最终下跌了 83%。SentinelOne 在 2021 年 9 月 16 日的市销率为 106 倍。该股最终下跌了 82%。Snowflake 在 2020 年 12 月 8 日的市销率为 184 倍。该股最终下跌了 72%。2024年12月26日，SoundHound AI的市销率为111倍。该股最终下跌了70%。2020年10月19日，Zoom Communications的市销率为124倍。该股最终下跌了90%。如上所示，过去二十年中，除Palantir外，只有六只软件股的市盈率达到100倍，达到该估值后，其股价从峰值到谷底的平均跌幅为81%。我们可以将这个数字套用到Palantir身上，对未来可能发生的事情做出合理的预测。具体来说，Palantir在2月18日收盘价为每股124.62美元，当天其市盈率达到了107倍的峰值。如果其表现与历史平均水平持平，最终将下跌81%，至每股23.67美元。这意味着其股价从目前的123美元下跌幅度大致相同。当然，过往表现并不能保证未来的业绩，Palantir也有可能成为例外。但我认为投资者应该避免以当前价格买入该股。其风险回报状况严重偏向风险。","news_type":1,"symbols_score_info":{"PLTR":1.1}},"isVote":1,"tweetType":1,"viewCount":2970,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3579592247575705","authorId":"3579592247575705","name":"DrSean","avatar":"https://static.tigerbbs.com/1463b1fdc8546a7d7fce66ec56cb9ca7","crmLevel":7,"crmLevelSwitch":0,"idStr":"3579592247575705","authorIdStr":"3579592247575705"},"content":"对标微软，你是在搞笑吗？他靠的是什么在对标？微软、google哪些在AI方面没有基础架构没有研究？一直在吹自己AI方向多强，你听过PLTR有出过什么前沿算法的研究吗？Goolge18年就架构了 Transformer模型，现在主流方向都在用这个，Deepseek用蒸馏模型，他提出什么模型了？比别人好了吗？销售方面政府订单一半，说明没有市场竞争能力，靠的都是政府关系，你见过国内哪家公司靠政府关系能做大的？而且这个情况在美国，你觉得他能吃下多少市场？现在一个季度销售8个亿，每个季度增长这么点，现在市值已经3000亿美金了，你对他估值是多少？难道1万亿？现在万亿的公司一共5家，全世界都能看到他们的产品，你见过PLTR的产品吗？想想这些再做多吧。","text":"对标微软，你是在搞笑吗？他靠的是什么在对标？微软、google哪些在AI方面没有基础架构没有研究？一直在吹自己AI方向多强，你听过PLTR有出过什么前沿算法的研究吗？Goolge18年就架构了 Transformer模型，现在主流方向都在用这个，Deepseek用蒸馏模型，他提出什么模型了？比别人好了吗？销售方面政府订单一半，说明没有市场竞争能力，靠的都是政府关系，你见过国内哪家公司靠政府关系能做大的？而且这个情况在美国，你觉得他能吃下多少市场？现在一个季度销售8个亿，每个季度增长这么点，现在市值已经3000亿美金了，你对他估值是多少？难道1万亿？现在万亿的公司一共5家，全世界都能看到他们的产品，你见过PLTR的产品吗？想想这些再做多吧。","html":"对标微软，你是在搞笑吗？他靠的是什么在对标？微软、google哪些在AI方面没有基础架构没有研究？一直在吹自己AI方向多强，你听过PLTR有出过什么前沿算法的研究吗？Goolge18年就架构了 Transformer模型，现在主流方向都在用这个，Deepseek用蒸馏模型，他提出什么模型了？比别人好了吗？销售方面政府订单一半，说明没有市场竞争能力，靠的都是政府关系，你见过国内哪家公司靠政府关系能做大的？而且这个情况在美国，你觉得他能吃下多少市场？现在一个季度销售8个亿，每个季度增长这么点，现在市值已经3000亿美金了，你对他估值是多少？难道1万亿？现在万亿的公司一共5家，全世界都能看到他们的产品，你见过PLTR的产品吗？想想这些再做多吧。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":502945250431784,"gmtCreate":1763817445622,"gmtModify":1763875802269,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"title":"","htmlText":"<a href=\"https://laohu8.com/S/LLY\">$礼来(LLY)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 感谢英伟达pltr和礼来共同促使我三年一个月达成五百倍收益","listText":"<a href=\"https://laohu8.com/S/LLY\">$礼来(LLY)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a>&nbsp;<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 感谢英伟达pltr和礼来共同促使我三年一个月达成五百倍收益","text":"$礼来(LLY)$ $Palantir Technologies Inc.(PLTR)$ $英伟达(NVDA)$ 感谢英伟达pltr和礼来共同促使我三年一个月达成五百倍收益","images":[{"img":"https://static.tigerbbs.com/ad0936828ff47f9ec7f671129f676c2d","width":"957","height":"216"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":22,"commentSize":18,"repostSize":2,"link":"https://laohu8.com/post/502945250431784","isVote":1,"tweetType":1,"viewCount":13671,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575453506994802","authorId":"3575453506994802","name":"老鹰飞翔","avatar":"https://static.tigerbbs.com/3033df8d5693e4a9045f973d88b65f87","crmLevel":1,"crmLevelSwitch":0,"idStr":"3575453506994802","authorIdStr":"3575453506994802"},"content":"恭喜恭喜🎉🎉🎉 沾沾大佬的喜气！","text":"恭喜恭喜🎉🎉🎉 沾沾大佬的喜气！","html":"恭喜恭喜🎉🎉🎉 沾沾大佬的喜气！"},{"author":{"id":"3515065343866850","authorId":"3515065343866850","name":"尖沙咀龍哥","avatar":"https://static.tigerbbs.com/2b179506c14a825d353bcd9e99387a7a","crmLevel":9,"crmLevelSwitch":1,"idStr":"3515065343866850","authorIdStr":"3515065343866850"},"content":"主要靠期权吗","text":"主要靠期权吗","html":"主要靠期权吗"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":267210360516872,"gmtCreate":1706261374372,"gmtModify":1706447402020,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"title":"","htmlText":"晒晒收益，只做正股不搞期权<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp;","listText":"晒晒收益，只做正股不搞期权<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a>&nbsp;","text":"晒晒收益，只做正股不搞期权$英伟达(NVDA)$","images":[{"img":"https://static.tigerbbs.com/dcd3d6f79ff48eb7a95ac6fd27ace1cc","width":"998","height":"1163"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":14,"commentSize":17,"repostSize":1,"link":"https://laohu8.com/post/267210360516872","isVote":1,"tweetType":1,"viewCount":7557,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3456140950403382","authorId":"3456140950403382","name":"风_99","avatar":"https://static.tigerbbs.com/5e5b1938caf163c456484718eec269de","crmLevel":1,"crmLevelSwitch":1,"idStr":"3456140950403382","authorIdStr":"3456140950403382"},"content":"你这业绩牛逼，经过正股考验后，完全可以用小部分资金再上期权，创造辉煌了","text":"你这业绩牛逼，经过正股考验后，完全可以用小部分资金再上期权，创造辉煌了","html":"你这业绩牛逼，经过正股考验后，完全可以用小部分资金再上期权，创造辉煌了"},{"author":{"id":"3478594197398735","authorId":"3478594197398735","name":"诚信是牛市","avatar":"https://static.tigerbbs.com/56881f8bca5ac358a9f54c7d9d218dcd","crmLevel":6,"crmLevelSwitch":0,"idStr":"3478594197398735","authorIdStr":"3478594197398735"},"content":"关键是本金多少啊","text":"关键是本金多少啊","html":"关键是本金多少啊"}],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}