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火火兔爸
07-19 22:55
先空后多
火火兔爸
07-19
弹不动。。。。。。。。。
火火兔爸
07-19
$英伟达(NVDA)$
已回英伟达
火火兔爸
07-19
$英伟达(NVDA)$
19日,受全球爆发IT故障影响,美股三大股指期货短线下挫,截止发稿,道指期货跌0.23%,纳指期货跌0.51%,标普500指数期货跌0.29%。
火火兔爸
07-18
$英伟达(NVDA)$
拥抱卡夫亨氏,抄巴菲特老底
火火兔爸
07-18
$英伟达(NVDA)$
还好跑的快[捂脸] 不与趋势对抗
火火兔爸
07-18
$英伟达(NVDA)$
国会山女股神的加仓还套在126呢[开心]
火火兔爸
07-18
$英伟达(NVDA)$
初请失业金人数超预期,非ai行业依然在走下坡路。
火火兔爸
07-18
$英伟达(NVDA)$
减少反垄断阻力
英伟达官宣全面开源GPU内核驱动,两年迭代至最强版本!下一代Blackwell全用开源
火火兔爸
07-18
$英伟达(NVDA)$
一个新的时代摆在你面前,你会因为恐惧而错过导致终身遗憾呢,还是会勇敢的抓住倒车接人的机会?
火火兔爸
07-18
$英伟达(NVDA)$
台积电受川普上台影响可能未来业绩要受影响,但是英伟达不一样。
火火兔爸
07-18
$英伟达(NVDA)$
坚定信仰抄回来,大不了多磨一段时间。实在不想错过。持股数量创新高
火火兔爸
07-18
这篇文章不错,转发给大家看看
@肥猫会飞美股价值投资:泼天富贵的第一步,跟着巴菲特看透美股财报!
火火兔爸
07-17
财报没出前,暂时不碰
火火兔爸
07-17
$罗素2000指数ETF(IWM)$
还有太多人不知道罗素2000,至少要涨个30%
火火兔爸
07-16
$英伟达(NVDA)$
大科技股回调阶段,搞罗素2000ETF
火火兔爸
07-16
必须看好,已入
火火兔爸
07-13
中国买pico就够了
Vision Pro来中国,还没热先凉了
火火兔爸
07-12
$英伟达(NVDA)$
资金跑去抢美债和利率敏感型小盘股,暂时倒车接人。横一横继续
火火兔爸
07-11
Replying to
@蛮霸
:我出去打野一圈,收益没少//
@蛮霸
:你立场不坚定,
@火火兔爸:
$英伟达(NVDA)$
兄弟们,我回来了,一起冲锋150
去老虎APP查看更多动态
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减少反垄断阻力","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328823659737168","repostId":"2452084170","repostType":2,"repost":{"id":"2452084170","pubTimestamp":1721294595,"share":"https://www.laohu8.com/m/news/2452084170?lang=&edition=full","pubTime":"2024-07-18 17:23","market":"hk","language":"zh","title":"英伟达官宣全面开源GPU内核驱动,两年迭代至最强版本!下一代Blackwell全用开源","url":"https://stock-news.laohu8.com/highlight/detail?id=2452084170","media":"新智元","summary":"新智元报道编辑:庸庸英伟达宣布全面转向开源GPU内核模块!这次开源行动是两年之前英伟达一个举措的延续——2022年5月宣布开源Linux GPU内核驱动模块。无论如何,有了这种开源GPU内核驱动程序的支持,即使其用户空间驱动程序组件仍是闭源的,也是一种胜利。当时,英伟达宣布将在后续版本中提供更强大、功能更全面的GeForce和工作站Linux支持,并且开放内核模块将最终取代闭源驱动程序。","content":"<html><body><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p><strong>新智元报道</strong></p><p>编辑:庸庸</p><p><strong><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>宣布全面转向开源GPU内核模块!</strong></p><p>这次开源行动是两年之前英伟达一个举措的延续——2022年5月宣布开源Linux GPU内核驱动模块。</p><p>这件事在当时引发了多个开源社区和机构的热议,还被网友揣测英伟达这么做的背后原因,是迫于Linux之父Linus Torwalds的压力。</p><p>过往的恩怨暂且不提,<strong>随着最新的英伟达555 Linux驱动程序系列的发布,开源内核驱动程序的支持情况大为改观,</strong>英伟达今天发布了一篇长篇博文对其进行推广。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>博客地址:https://developer.nvidia.com/blog/nvidia-transitions-fully-towards-open-source-gpu-kernel-modules/</p><p>在这篇博文中,英伟达阐述了他们在过去两年中逐渐成熟的开源GPU内核模块,以及新增加的功能。</p><p><strong>值得注意的是,此次开源的驱动程序代码仍在主线内核之外。</strong></p><p>reddit网友将英伟达这种“开了,但没完全开”的做法类比为一个“半开放厨房”,原来,open source(开源)的意思竟是open sauce(开酱)。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>无论如何,有了这种开源GPU内核驱动程序的支持,即使其用户空间驱动程序组件仍是闭源的,也是一种胜利。</p><p>兑现两年前的承诺</p><p><strong>时间倒回到2年前,随着R515 驱动程序的发布,英伟达以开源方式发布了一套Linux GPU内核模块,具有GPL和MIT双重许可。</strong></p><p>初始版本针对数据中心计算GPU,GeForce和工作站GPU处于alpha状态。</p><p><strong>当时,英伟达宣布将在后续版本中提供更强大、功能更全面的GeForce和工作站Linux支持,并且开放内核模块将最终取代闭源驱动程序。</strong></p><p>现在,R560驱动程序版本即将面世,英伟达在这个时间节点,选择兑现之前的承诺——完全过渡到开源GPU内核模块。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p><strong>开源GPU内核模块在不损失甚至超出原有性能的基础上,添加了大量新功能:</strong></p><p>- 异构内存管理 (HMM) 支持</p><p>- 机密计算</p><p>- 英伟达Grace平台的一致内存架构</p><p>- 更多其他功能</p><p><strong>支持的GPU</strong></p><p>虽然说是全面转向开源GPU内核模块,但并不是所有GPU都与开源GPU内核模块兼容。</p><p><strong>总体而言,就是新产品和旗舰平台支持,比较旧的GPU则不支持。</strong></p><p>具体来讲,对于Grace Hopper或Blackwell这两个旗舰平台,仅支持开源GPU内核模块,不再支持专有驱动程序。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>而对于Maxwell、Pascal或<a href=\"https://laohu8.com/S/VLTA\">Volta</a>架构的旧版GPU,则不能与开源GPU内核模块兼容,需要继续使用专有驱动程序。</p><p>一些网友表示对此感到遗憾——</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>对于Turing、Ampere、Ada Lovelace或Hopper架构的较新的GPU,英伟达建议切换到开源GPU内核模块。</p><p>如果是同一系统中较旧和较新GPU的混合部署,仅支持使用专有驱动程序。</p><p><strong>开源社区翘首以待</strong></p><p>英伟达开源GPU内核模块为什么会让开发者感到兴奋呢?</p><p>驱动程序有两部分,一部分在用户空间运行,另一部分在内核空间运行。英伟达驱动程序曾经是完全专有的(除了一个直接与内核交互的shim层)。</p><p><strong>但在英伟达选择开源之后,开发人员可以阅读、逆向工程、分叉、发送拉取请求等,使得开发人员能够改进开源驱动程序,并启用比以前更多的功能。</strong></p><p>NVK就是这样诞生的,这是一个由Collabora、<a href=\"https://laohu8.com/S/RHT\">红帽</a>和社区共同为英伟达显卡开发的一个开源驱动,它的目标是成为主流显卡驱动。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>NVK是驱动程序的用户空间部分,可以与Nouveau结合使用。</p><p>Nouveau是旧的开源驱动程序,已经年久失修了。红帽公司正在开发新的内核空间驱动程序Nova,以取代Nouveau。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p><strong>随着英伟达开源的步子越迈越大,以及更多的开源社区贡献,NVK的潜力可以进一步被激发,通过增加额外的功能和GPU支持来不断获得改进。</strong></p><p>只是这个过程可能还需要足够有“耐心等待”。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>问题是,英伟达在开源之路上还能走多远。</p><p>有网友分析英伟达这么做的动因和逻辑之后,得出一个结论:主线内核绝不会被开源。原因在于——</p><p>开放源代码模块是必要的,因为Linux内核已被修改,为非GPLv2的模块带上了罩子,这将给英伟达驱动程序带来很多问题。</p><p>解决方案就是将所有专有代码放入固件中,使其保持专有性,并使内核驱动程序的其余部分自由开源。</p><p><strong>现在,英伟达似乎已经准备好放弃旧的专有驱动模块,继续使用FOSS(Free and Open Source Software,自由和开放源代码软件)模块。</strong></p><p>但这并不意味着它将会出现在主线内核中,绝对不会,因为它是共享许可证(MIT+GPLv2)。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>还有网友对英伟达此举表示怀疑,认为这是被逼无奈之举:英伟达不断被行业合作伙伴(如红帽)敦促,不断收到开源社区的羞辱,也有可能是出于减少维护量以保持驱动程序栈更新和在新内核上运行的考虑。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>一位深谙老黄秉性的网友则提出<strong>“英伟达历来对其合作伙伴的意见漠不关心”,这应该是与LLM有关,让更多的代码成为训练集的一部分,可以让ChatGPT/Claude/Copilot等工具更好地为英伟达GPU生成代码。</strong></p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>确实,很难相信世界上市值最高的公司之一会真正关心所谓的羞辱和公众情绪,肯定是忙着利用其数据中心的硬件来疯狂印钞。</p><p><strong>英伟达真正在意的应该是像Linux这样的正在增长的市场,</strong>虽然Linux市场仍然很小,但它处于增长态势,并且在非游戏GPU领域变得更加重要。</p></body></html>","source":"ifeng_tech","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>英伟达官宣全面开源GPU内核驱动,两年迭代至最强版本!下一代Blackwell全用开源</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英伟达官宣全面开源GPU内核驱动,两年迭代至最强版本!下一代Blackwell全用开源\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-18 17:23 北京时间 <a href=https://tech.ifeng.com/c/8bJuSgO7lJs><strong>新智元</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新智元报道编辑:庸庸英伟达宣布全面转向开源GPU内核模块!这次开源行动是两年之前英伟达一个举措的延续——2022年5月宣布开源Linux GPU内核驱动模块。这件事在当时引发了多个开源社区和机构的热议,还被网友揣测英伟达这么做的背后原因,是迫于Linux之父Linus Torwalds的压力。过往的恩怨暂且不提,随着最新的英伟达555 Linux驱动程序系列的发布,开源内核驱动程序的支持情况...</p>\n\n<a href=\"https://tech.ifeng.com/c/8bJuSgO7lJs\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4549":"软银资本持仓","LU0079474960.USD":"联博美国增长基金A","LU0080751232.USD":"富达环球多元动力基金A","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4548":"巴美列捷福持仓","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BJLML261.HKD":"HSBC GLOBAL EQUITY INDEX \"HCH\" (HKD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) 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SGD-H"},"source_url":"https://tech.ifeng.com/c/8bJuSgO7lJs","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2452084170","content_text":"新智元报道编辑:庸庸英伟达宣布全面转向开源GPU内核模块!这次开源行动是两年之前英伟达一个举措的延续——2022年5月宣布开源Linux GPU内核驱动模块。这件事在当时引发了多个开源社区和机构的热议,还被网友揣测英伟达这么做的背后原因,是迫于Linux之父Linus Torwalds的压力。过往的恩怨暂且不提,随着最新的英伟达555 Linux驱动程序系列的发布,开源内核驱动程序的支持情况大为改观,英伟达今天发布了一篇长篇博文对其进行推广。博客地址:https://developer.nvidia.com/blog/nvidia-transitions-fully-towards-open-source-gpu-kernel-modules/在这篇博文中,英伟达阐述了他们在过去两年中逐渐成熟的开源GPU内核模块,以及新增加的功能。值得注意的是,此次开源的驱动程序代码仍在主线内核之外。reddit网友将英伟达这种“开了,但没完全开”的做法类比为一个“半开放厨房”,原来,open source(开源)的意思竟是open sauce(开酱)。无论如何,有了这种开源GPU内核驱动程序的支持,即使其用户空间驱动程序组件仍是闭源的,也是一种胜利。兑现两年前的承诺时间倒回到2年前,随着R515 驱动程序的发布,英伟达以开源方式发布了一套Linux GPU内核模块,具有GPL和MIT双重许可。初始版本针对数据中心计算GPU,GeForce和工作站GPU处于alpha状态。当时,英伟达宣布将在后续版本中提供更强大、功能更全面的GeForce和工作站Linux支持,并且开放内核模块将最终取代闭源驱动程序。现在,R560驱动程序版本即将面世,英伟达在这个时间节点,选择兑现之前的承诺——完全过渡到开源GPU内核模块。开源GPU内核模块在不损失甚至超出原有性能的基础上,添加了大量新功能:- 异构内存管理 (HMM) 支持- 机密计算- 英伟达Grace平台的一致内存架构- 更多其他功能支持的GPU虽然说是全面转向开源GPU内核模块,但并不是所有GPU都与开源GPU内核模块兼容。总体而言,就是新产品和旗舰平台支持,比较旧的GPU则不支持。具体来讲,对于Grace Hopper或Blackwell这两个旗舰平台,仅支持开源GPU内核模块,不再支持专有驱动程序。而对于Maxwell、Pascal或Volta架构的旧版GPU,则不能与开源GPU内核模块兼容,需要继续使用专有驱动程序。一些网友表示对此感到遗憾——对于Turing、Ampere、Ada Lovelace或Hopper架构的较新的GPU,英伟达建议切换到开源GPU内核模块。如果是同一系统中较旧和较新GPU的混合部署,仅支持使用专有驱动程序。开源社区翘首以待英伟达开源GPU内核模块为什么会让开发者感到兴奋呢?驱动程序有两部分,一部分在用户空间运行,另一部分在内核空间运行。英伟达驱动程序曾经是完全专有的(除了一个直接与内核交互的shim层)。但在英伟达选择开源之后,开发人员可以阅读、逆向工程、分叉、发送拉取请求等,使得开发人员能够改进开源驱动程序,并启用比以前更多的功能。NVK就是这样诞生的,这是一个由Collabora、红帽和社区共同为英伟达显卡开发的一个开源驱动,它的目标是成为主流显卡驱动。NVK是驱动程序的用户空间部分,可以与Nouveau结合使用。Nouveau是旧的开源驱动程序,已经年久失修了。红帽公司正在开发新的内核空间驱动程序Nova,以取代Nouveau。随着英伟达开源的步子越迈越大,以及更多的开源社区贡献,NVK的潜力可以进一步被激发,通过增加额外的功能和GPU支持来不断获得改进。只是这个过程可能还需要足够有“耐心等待”。问题是,英伟达在开源之路上还能走多远。有网友分析英伟达这么做的动因和逻辑之后,得出一个结论:主线内核绝不会被开源。原因在于——开放源代码模块是必要的,因为Linux内核已被修改,为非GPLv2的模块带上了罩子,这将给英伟达驱动程序带来很多问题。解决方案就是将所有专有代码放入固件中,使其保持专有性,并使内核驱动程序的其余部分自由开源。现在,英伟达似乎已经准备好放弃旧的专有驱动模块,继续使用FOSS(Free and Open Source Software,自由和开放源代码软件)模块。但这并不意味着它将会出现在主线内核中,绝对不会,因为它是共享许可证(MIT+GPLv2)。还有网友对英伟达此举表示怀疑,认为这是被逼无奈之举:英伟达不断被行业合作伙伴(如红帽)敦促,不断收到开源社区的羞辱,也有可能是出于减少维护量以保持驱动程序栈更新和在新内核上运行的考虑。一位深谙老黄秉性的网友则提出“英伟达历来对其合作伙伴的意见漠不关心”,这应该是与LLM有关,让更多的代码成为训练集的一部分,可以让ChatGPT/Claude/Copilot等工具更好地为英伟达GPU生成代码。确实,很难相信世界上市值最高的公司之一会真正关心所谓的羞辱和公众情绪,肯定是忙着利用其数据中心的硬件来疯狂印钞。英伟达真正在意的应该是像Linux这样的正在增长的市场,虽然Linux市场仍然很小,但它处于增长态势,并且在非游戏GPU领域变得更加重要。","news_type":1},"isVote":1,"tweetType":1,"viewCount":72,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328809411367200,"gmtCreate":1721299777164,"gmtModify":1721299834205,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 一个新的时代摆在你面前,你会因为恐惧而错过导致终身遗憾呢,还是会勇敢的抓住倒车接人的机会?","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 一个新的时代摆在你面前,你会因为恐惧而错过导致终身遗憾呢,还是会勇敢的抓住倒车接人的机会?","text":"$英伟达(NVDA)$ 一个新的时代摆在你面前,你会因为恐惧而错过导致终身遗憾呢,还是会勇敢的抓住倒车接人的机会?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/328809411367200","isVote":1,"tweetType":1,"viewCount":1083,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328803523309848,"gmtCreate":1721298446224,"gmtModify":1721298447384,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 台积电受川普上台影响可能未来业绩要受影响,但是英伟达不一样。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 台积电受川普上台影响可能未来业绩要受影响,但是英伟达不一样。","text":"$英伟达(NVDA)$ 台积电受川普上台影响可能未来业绩要受影响,但是英伟达不一样。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328803523309848","isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328799996043360,"gmtCreate":1721297917182,"gmtModify":1721297918513,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 坚定信仰抄回来,大不了多磨一段时间。实在不想错过。持股数量创新高","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 坚定信仰抄回来,大不了多磨一段时间。实在不想错过。持股数量创新高","text":"$英伟达(NVDA)$ 坚定信仰抄回来,大不了多磨一段时间。实在不想错过。持股数量创新高","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328799996043360","isVote":1,"tweetType":1,"viewCount":440,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":328783807066112,"gmtCreate":1721274559463,"gmtModify":1721274561164,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错,转发给大家看看","listText":"这篇文章不错,转发给大家看看","text":"这篇文章不错,转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328783807066112","repostId":"305998422757440","repostType":1,"repost":{"id":305998422757440,"gmtCreate":1715741216087,"gmtModify":1715832326277,"author":{"id":"3580164165074223","authorId":"3580164165074223","name":"肥猫会飞美股价值投资","avatar":"https://static.tigerbbs.com/b5ee5517f59db72bc495f1f6ccacdcd7","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"title":"泼天富贵的第一步,跟着巴菲特看透美股财报!","htmlText":"简单易懂读财报 在前面的文章中(<a href=\"https://www.laohu8.com/post/297996982468616\" target=\"_blank\">看懂美股:什么才算低估值,这是最好的答案</a> <a href=\"https://www.laohu8.com/post/303579318849848\" target=\"_blank\">超越巴菲特【散户适用】六大类美股最佳持仓策略</a>),我们致力于构建易于普通投资者操作且能稳定盈利的投资策略框架:筛选股票、估值方法、识别陷阱和决定卖出时机。因此,一些细节被省略了。从本文开始,我们将为框架补充更多细节。本文旨在教育投资者如何解读财报,以便更准确地评估企业的经营状态和内在价值。 很多普通投资者没有机会经过系统训练,不能自己解读财报,只能依赖媒体和其他二手信息。这种情况容易导致误解或忽视关键内容,例如在我们的<a href=\"https://www.laohu8.com/post/300491859394832\" target=\"_blank\">《美股必须规避这七大亏钱陷阱,尤其是最后一条》</a>一文中提到, <a href=\"https://laohu8.com/S/WDAY\">$Workday(WDAY)$</a> 的利润因退税被夸大,但多数投资平台未明确指出。市场上对财报的解读或过于简化,只关注利润和营收的增长,或过于复杂,让普通投资者望而却步。虽然解读财报听起来可能令人生畏,但本文的目的是向普通投资者展示,解读财报其实简单易懂,只需步骤分明、循序渐进,具备基础数学知识的人即可完成。本文的方法提炼自玛丽·巴菲特的《巴菲特教你读财报》。 财报包含三个主要部分:损益表(又称利润表,Income Statement)、资产负债表(Balance Sheet)、以及现金流量表(Cash Flow Sta","listText":"简单易懂读财报 在前面的文章中(<a href=\"https://www.laohu8.com/post/297996982468616\" target=\"_blank\">看懂美股:什么才算低估值,这是最好的答案</a> <a href=\"https://www.laohu8.com/post/303579318849848\" target=\"_blank\">超越巴菲特【散户适用】六大类美股最佳持仓策略</a>),我们致力于构建易于普通投资者操作且能稳定盈利的投资策略框架:筛选股票、估值方法、识别陷阱和决定卖出时机。因此,一些细节被省略了。从本文开始,我们将为框架补充更多细节。本文旨在教育投资者如何解读财报,以便更准确地评估企业的经营状态和内在价值。 很多普通投资者没有机会经过系统训练,不能自己解读财报,只能依赖媒体和其他二手信息。这种情况容易导致误解或忽视关键内容,例如在我们的<a href=\"https://www.laohu8.com/post/300491859394832\" target=\"_blank\">《美股必须规避这七大亏钱陷阱,尤其是最后一条》</a>一文中提到, <a href=\"https://laohu8.com/S/WDAY\">$Workday(WDAY)$</a> 的利润因退税被夸大,但多数投资平台未明确指出。市场上对财报的解读或过于简化,只关注利润和营收的增长,或过于复杂,让普通投资者望而却步。虽然解读财报听起来可能令人生畏,但本文的目的是向普通投资者展示,解读财报其实简单易懂,只需步骤分明、循序渐进,具备基础数学知识的人即可完成。本文的方法提炼自玛丽·巴菲特的《巴菲特教你读财报》。 财报包含三个主要部分:损益表(又称利润表,Income Statement)、资产负债表(Balance Sheet)、以及现金流量表(Cash Flow Sta","text":"简单易懂读财报 在前面的文章中(看懂美股:什么才算低估值,这是最好的答案 超越巴菲特【散户适用】六大类美股最佳持仓策略),我们致力于构建易于普通投资者操作且能稳定盈利的投资策略框架:筛选股票、估值方法、识别陷阱和决定卖出时机。因此,一些细节被省略了。从本文开始,我们将为框架补充更多细节。本文旨在教育投资者如何解读财报,以便更准确地评估企业的经营状态和内在价值。 很多普通投资者没有机会经过系统训练,不能自己解读财报,只能依赖媒体和其他二手信息。这种情况容易导致误解或忽视关键内容,例如在我们的《美股必须规避这七大亏钱陷阱,尤其是最后一条》一文中提到, $Workday(WDAY)$ 的利润因退税被夸大,但多数投资平台未明确指出。市场上对财报的解读或过于简化,只关注利润和营收的增长,或过于复杂,让普通投资者望而却步。虽然解读财报听起来可能令人生畏,但本文的目的是向普通投资者展示,解读财报其实简单易懂,只需步骤分明、循序渐进,具备基础数学知识的人即可完成。本文的方法提炼自玛丽·巴菲特的《巴菲特教你读财报》。 财报包含三个主要部分:损益表(又称利润表,Income Statement)、资产负债表(Balance Sheet)、以及现金流量表(Cash Flow 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09:03","market":"sh","language":"zh","title":"Vision Pro来中国,还没热先凉了","url":"https://stock-news.laohu8.com/highlight/detail?id=2451596895","media":"凤凰WEEKLY","summary":"毕竟从Vision Pro全球发售的顺序来看,中国仅次于美国。仅仅赚了吆喝国行版Vision Pro的发售阵势很大。作为一台空间计算设备,Vision Pro的使用无疑是有门槛的。终于,一台崭新的Vision Pro摆在了面前。Vision Pro国行版的起售价高达29999元,顶配版售价来到了32999元。有此前购入Vision Pro的用户直言。槽点重重的Apple Vision Pro,销量不容乐观。尽管Vision Pro并没有如很多人所愿,带来初代iPhone般的惊喜,但其之于苹果、之于行业的意义依","content":"<html><body><div>\n<div><img cms-height=\"403.766\" cms-width=\"645\" src=\"http://n.sinaimg.cn/sinakd20240713s/26/w1000h626/20240713/9cf3-e7f3792f63a21fe692c36ccf07460fb3.jpg\"/><span></span></div><p cms-style=\"font-L align-right\">作者丨陶娅洁</p><p cms-style=\"font-L align-right\">编辑丨张轶骁</p><p cms-style=\"font-L\">Vision Pro,这款库克口中具备“突破性成果”的产品,苦等四个月后,终于在6月28日登陆中国市场。</p><p cms-style=\"font-L\">漂洋过海的这段日子里,Vision Pro似乎也“凉”了不少。</p><p cms-style=\"font-L\">不同于今年2月在美国首发,人们凌晨便在<a href=\"https://laohu8.com/S/AAPL\">苹果</a>位于纽约曼哈顿第五大道旗舰店门口排长队的景象,在国内,人们对于Vision Pro的热度,肉眼可见地少了一个层级。</p><p cms-style=\"font-L\">有博主拍下了北京<span><a href=\"https://laohu8.com/S/600859\">王府井</a></span><span></span>店首发时的场景:众多苹果店员排成两排,微笑着开门迎客。然而从刚开门的情况看,只有零星的几个顾客进店,店员数量明显多出不少。</p><p cms-style=\"font-L\">据<font cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">《凤凰WEEKLY财经》</font></font>当日实探苹果西单<span><a href=\"https://laohu8.com/S/000031\">大悦城</a></span><span></span>零售店的情况看,前来体验的人流在下午有所增加,但也只是体验,真正掏钱购买的人并不多。</p><p cms-style=\"font-L\">看到此情此景,库克可能会心中一凉。毕竟从Vision Pro全球发售的顺序来看,中国仅次于美国。</p><p cms-style=\"font-L\">而此前在媒体的采访中,库克也直言对国行版Vision Pro非常有信心,他非常支持消费者去Apple线下零售店进行体验。“如果不是亲眼所见,很难用语言描述使用时的过程和沉浸感。”他说。</p><p cms-style=\"font-L\">但从国行版高达29999元的起售价来看,仅有沉浸感是难以让用户买单的。毕竟前有高性价比的Meta Quest 3,连华强北都跟风出了一款Vision SE,售价只要1000多元。</p><p cms-style=\"font-L\">库克想要凭Vision Pro“封神”,但困难还有很多。</p><div><img cms-height=\"112.875\" cms-width=\"645\" src=\"http://n.sinaimg.cn/sinakd20240713s/375/w1000h175/20240713/040e-gife5d51e5e8acf6559b284cd4f00071a87.gif\"/><span></span></div><p cms-style=\"font-L align-right\"><font cms-style=\"font-L strong-Bold align-Center color30\">仅仅赚了吆喝</font></p><p cms-style=\"font-L\">国行版Vision Pro的发售阵势很大。</p><p cms-style=\"font-L\">除了开头店员列队迎客的一幕,苹果公司零售业务高级副总裁迪尔德丽·奥布莱恩(Deirdre O'Brien)也于6月28日现身Apple北京西单大悦城店,为Vision Pro的发售造势。</p><p cms-style=\"font-L\">作为一台空间计算设备,Vision Pro的使用无疑是有门槛的。因此,苹果也专门调配了一批专员,从佩戴、使用、体验等方方面面为用户提供指导。</p><p cms-style=\"font-L\">首发当日,<font cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">《凤凰WEEKLY财经》</font></font>依据预约好的时间到访Apple西单大悦城店,发现店内已经有几组顾客头戴Vision Pro在进行体验,他们时不时举起手指在空中点击、触动,场面颇具科技感。</p><div><img cms-height=\"545.672\" cms-width=\"645\" src=\"http://n.sinaimg.cn/sinakd20240713s/246/w1000h846/20240713/e8f2-9d8af9d5572ce82cb588fdddb98f23e7.jpg\"/><span><font cms-style=\"font-L color30\">〓 </font>图/《凤凰WEEKLY财经》摄</span></div><p cms-style=\"font-L\">在体验Vision Pro之前,要先进行一系列繁琐的配置工作,如面部识别和数据收集,以确定最匹配的遮光罩;佩戴者还需要通过不断调整绑带,来让松紧变得适宜。太松,Vision Pro会漏光,甚至有掉落的风险。太紧,则会加重其原本就不轻的分量。如果佩戴者近视,还需要现场匹配度数合适的蔡司光学镜片。</p><p cms-style=\"font-L\">终于,一台崭新的Vision Pro摆在了面前。</p><p cms-style=\"font-L\">戴上的一霎那,“世界的确不一样了”。Vision Pro里是一个用眼球和手势就可以追踪和控制的世界,但同时体验者也能清楚感知周围的环境。</p><p cms-style=\"font-L\">Vision Pro的体验时间为30分钟,在接受指导下,<font cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">《凤凰WEEKLY财经》</font></font>依次感受了办公、全景照片、影音等功能。</p><p cms-style=\"font-L\">如同许多已经尝鲜的科技博主所言,Vision Pro的全景照片的确具有把人“吸”进去的能力,你能明显感受到自己置身于照片中的场景,例如水波澜澜的湖边,抑或陡峭的山崖边上。当分辨率达到8K的3D犀牛视频播放时,某几个瞬间的确让人感到犀牛就在身旁,想要不自觉地伸手去触摸。</p><p cms-style=\"font-L\">正如库克所说,许多首次使用Vision Pro的人,都会得到情感上的触动。这种触动,在库克看来是技术突破,也是苹果一贯追求的极致用户体验。</p><div><img cms-height=\"363.109\" cms-width=\"645\" src=\"http://n.sinaimg.cn/sinakd20240713s/88/w1080h608/20240713/1518-1ad15cc08a5d1e479c5e12c52c6e18a2.jpg\"/><span><font cms-style=\"font-L color30\">〓 </font><font cms-style=\"font-L\">图/Apple官网</font></span></div><p cms-style=\"font-L\">在现场,从体验者或严肃或微笑的微表情看,Vision Pro或多或少都给他们带来了不一样的感受。</p><p cms-style=\"font-L\">沉浸的体验、心灵的感动,都是一时的。能让用户心甘情愿买单,才是库克真正想要看到的。</p><p cms-style=\"font-L\">尽管店内配置了大量现货,体验满意者可立刻提货,店员也在极力“劝说”顾客买一台回家深度了解,并给出了24期免息分期的优惠活动。</p><p cms-style=\"font-L\">但从现场情况看,体验的人不少,买的人却寥寥。而被问及当日销量时,一位Apple西单大悦城店员表示,没有专门去统计过。</p><p cms-style=\"font-L\">一位现场体验者对<font cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">《凤凰WEEKLY财经》</font></font>表示,感觉挺震撼,价格也确实不美丽,等下次带家人体验后再决定是否购入。</p><div><img cms-height=\"112.875\" cms-width=\"645\" src=\"http://n.sinaimg.cn/sinakd20240713s/375/w1000h175/20240713/0f3a-gif86c4b7ff0c60422d13dfaa32ddcda22f.gif\"/><span></span></div><p cms-style=\"font-L align-right\"><font cms-style=\"font-L align-right color30\"><font cms-style=\"font-L strong-Bold align-right color30\">再</font><font cms-style=\"font-L strong-Bold align-right color30\">牛,也难逃“</font><font cms-style=\"font-L strong-Bold align-right color30\">吃灰”结局</font></font></p><p cms-style=\"font-L\">库克对Vision Pro寄予厚望,但这显然是一场难打之战。</p><p cms-style=\"font-L\">Vision Pro国行版的起售价高达29999元,顶配版售价来到了32999元。考虑到后期损坏维修等因素,若购买AppleCare+服务,还要再付出3999元。</p><p cms-style=\"font-L\">这比市面上绝大多数VR 产品售价高出10倍,比Vision Pro美版的价格,也近乎高出了一部低配版的iPhone 15。</p><p cms-style=\"font-L\">贵只是一方面原因。买者的不确定性,更多来自于使用过程的不便,以及生态配适不完善。</p><p cms-style=\"font-L\">首先,接近650g的重量,是通往美好体验的一大阻碍。</p><p cms-style=\"font-L\">“Vision Pro的遮光罩实在太压脸了,戴不了多久就要摘下来。”有此前购入Vision Pro的用户直言。</p><p cms-style=\"font-L\">其次,画质对于观感的影响也较大。在体验中,如果用Vision Pro观看iPhone拍摄的全景照片,或者把窗口放大看一些标清分辨率下的图片和视频,能感受到有较为明显的画质缺陷。</p><p cms-style=\"font-L\">此外,有不少用户和体验者反馈,长时间佩戴Apple Vision Pro观看视频尤其是3D内容之后,眼球会感到干涩胀痛,头部也会有不同程度的眩晕感。</p><div><img cms-height=\"430\" cms-width=\"645\" src=\"http://n.sinaimg.cn/sinakd20240713s/200/w1080h720/20240713/f1d5-696f3fecbc473c2522b5b76dd3d35c13.jpg\"/><span></span></div><p cms-style=\"font-L\">一个更关键的问题是,虽然Vision Pro有出色的手眼追踪能力、能提供身临其境的沉浸感,但内容供应不足也深切影响了用户体验。</p><p cms-style=\"font-L\">目前,在Vision Pro中可运行的100万款应用中,99%都不是专为Vision Pro所配属的Vision OS系统所设计的。</p><p cms-style=\"font-L\">且考虑到开发成本高昂,市场前景不明,Netflix、YouTube和Spotify三家世界最受欢迎的流媒体巨头,都对Vision Pro反应冷淡,宣布现阶段不会为Vision Pro开发原生应用。</p><p cms-style=\"font-L\">市场预测,其大概率会直接移植iPad 2D版本,那么这又将与想象中的3D体验相去甚远。</p><p cms-style=\"font-L\">著名投资人段永平直言,Vision Pro目前还不是必需品,相当长时间里不会对苹果有显著的经济价值。目前还只是觉得里面的电影还不错。他同时补充道,“最近有点忙,也没注意有啥电影,大概两个礼拜都没用过了”。</p><p cms-style=\"font-L\">槽点重重的Apple Vision Pro,销量不容乐观。</p><p cms-style=\"font-L\">早在今年4月,专注于苹果的分析师郭明𫓹指出,Vision Pro的市场表现并不理想,苹果已经将其出货量预期下调至40万-50万台,而之前市场预期是70万-80万台。</p><p cms-style=\"font-L\">在今年5月披露的苹果公司2024财年第二财季财报中,也并未透露Vision Pro的具体销量,而是使用了“全球财富100强中有一半的公司已经购买了苹果Vision Pro产品”的表述,站台意味明显。</p><p cms-style=\"font-L\">高端头显卖不动,库克不会坐以待毙。</p><p cms-style=\"font-L\">据硅谷科技媒体《The Information》今年6月报道,Vision Pro生产关键组件的一个供应商表示,苹果至少已经告诉一家供应商,暂停下一代高端头显的工作。</p><p cms-style=\"font-L\">另有报道援引供应链人士消息称,苹果将努力在2025年年底前发布功能更少、价格更实惠的头显设备。</p><p cms-style=\"font-L\">据悉,这款平价头显的目标价约为1500美元,折合人民币11000元左右。</p><div><img cms-height=\"112.875\" cms-width=\"645\" src=\"http://n.sinaimg.cn/sinakd20240713s/375/w1000h175/20240713/e8d7-gif05d0dcd73e8a4e9b66ef1bebddb567c8.gif\"/><span></span></div><p cms-style=\"font-L align-right\"><font cms-style=\"font-L strong-Bold align-right color30\">全“果链”的<span><a href=\"https://laohu8.com/S/000876\">新希望</a></span><span></span>?</font></p><p cms-style=\"font-L\">据市场调研机构IDC数据显示,整个2024年第一季度,中国市场的AR/VR设备出货量仅10.7万台,同比下降达37.8%。</p><p cms-style=\"font-L\">尽管Vision Pro并没有如很多人所愿,带来初代iPhone般的惊喜,但其之于苹果、之于行业的意义依然浓厚。</p><p cms-style=\"font-L\">从库克的角度出发,他需要Vision Pro为苹果开辟新的增长点,与iPhone、iPad等产品形成联动,促进销售。他也需要这样一款空间计算产品,打开<span><a href=\"https://laohu8.com/S/600628\">新世界</a></span><span></span>的大门,让苹果也让自己载入史册。</p><div><img cms-height=\"430\" cms-width=\"645\" src=\"http://n.sinaimg.cn/sinakd20240713s/200/w1080h720/20240713/a1d5-1aa5b5df1e5a21a8a1b55a2c39c8043e.jpg\"/><span></span></div><p cms-style=\"font-L\">于行业而言,IDC中国分析师叶青清对<font cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">《凤凰WEEKLY财经》</font></font>指出,Vision Pro的推出更多是在观测市场反应,给整个XR(扩展现实,也是AR、VR、MR等多种技术的统称)行业指引风向标。在一定程度上,也加速了其他厂商向中高端线的布局和发展。</p><p cms-style=\"font-L\">近日有爆料称,目前国内有两家TOP5级别的手机厂商正在组建XR/MR团队,投入的资源远超过以往类似项目。看上去,他们的目标很明确,即打造中国版Vision Pro。</p><p cms-style=\"font-L\">此外,Rokid、XREAL、雷鸟创新等国内AR眼镜领域制造商,也在不断加紧融资步伐,开发新产品。</p><p cms-style=\"font-L\">大厂会效仿Vision Pro,果链企业则会迎来新一轮的订单潮。</p><p cms-style=\"font-L\">除了在操作系统和芯片等关键组件方面选择自研,苹果Vision Pro在其他诸多环节选择了多个独家供应商。其中,中国厂商为其提供了约64%的零件和组装支持。</p><p cms-style=\"font-L\">据产业垂直研究机构Wellsenn XR报告指出,在大陆地区供应商中,除负责组装代工的<span><a href=\"https://laohu8.com/S/002475\">立讯精密</a></span><span></span>外,还有传感器模块供应商——<a href=\"https://laohu8.com/S/01415\">高伟电子</a>、锂电池暨电源管理系统供应商——<span><a href=\"https://laohu8.com/S/000049\">德赛电池</a></span><span></span>、扬声器模块供应商——<span><a href=\"https://laohu8.com/S/002241\">歌尔股份</a></span><span></span>、负责供应Vision Pro结构本体中框和外壳的<span><a href=\"https://laohu8.com/S/300115\">长盈精密</a></span><span></span>和<span><a href=\"https://laohu8.com/S/002600\">领益智造</a></span><span></span>等。</p><p cms-style=\"font-L\">据<font cms-style=\"font-L\"><font cms-style=\"font-L strong-Bold\">《凤凰WEEKLY财经》</font></font>观察,6月28日国行版Vision Pro发布当天,其供应链企业股价均有不同程度上涨。其中,高伟电子股价大涨5.14%,歌尔股份股价上涨4.78%,长盈精密股价上涨3.72%,立讯精密股价上涨1.18%。</p><p cms-style=\"font-L\">从全球市场看,Vision Pro的推出,无疑给电子零售制造商们带来了订单和新的希望。</p><p cms-style=\"font-L\">作为一款非大众化的消费品,Vision Pro注定不会是功成名就的。但同时,它也的确让普通人距离全场景科幻又近了一大步,对全行业发展也带来了积极作用。</p><p cms-style=\"font-L\">截至目前,北京五家Apple Store的Vision Pro体验,最早已经预约到了7月5日以后。由此可以看出,市场仍存在广阔的需求。</p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读,尽在新浪财经APP</div>\n</div>\n</div></body></html>","source":"sina","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>Vision Pro来中国,还没热先凉了</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\">\nVision Pro来中国,还没热先凉了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-13 09:03 北京时间 <a href=https://finance.sina.com.cn/wm/2024-07-13/doc-inccxwtc4017804.shtml><strong>凤凰WEEKLY</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者丨陶娅洁编辑丨张轶骁Vision Pro,这款库克口中具备“突破性成果”的产品,苦等四个月后,终于在6月28日登陆中国市场。漂洋过海的这段日子里,Vision Pro似乎也“凉”了不少。不同于今年2月在美国首发,人们凌晨便在苹果位于纽约曼哈顿第五大道旗舰店门口排长队的景象,在国内,人们对于Vision Pro的热度,肉眼可见地少了一个层级。有博主拍下了北京王府井店首发时的场景:众多苹果店员排成...</p>\n\n<a href=\"https://finance.sina.com.cn/wm/2024-07-13/doc-inccxwtc4017804.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","BK4573":"虚拟现实","LU0072462426.USD":"贝莱德全球配置 A2","BK4581":"高盛持仓","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","BK4512":"苹果概念","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","BK4588":"碎股","IE00BN8TJ469.HKD":"FTGF CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A\" (HKD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00BSNM7G36.USD":"NEUBERGER 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SGD-H"},"source_url":"https://finance.sina.com.cn/wm/2024-07-13/doc-inccxwtc4017804.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2451596895","content_text":"作者丨陶娅洁编辑丨张轶骁Vision Pro,这款库克口中具备“突破性成果”的产品,苦等四个月后,终于在6月28日登陆中国市场。漂洋过海的这段日子里,Vision Pro似乎也“凉”了不少。不同于今年2月在美国首发,人们凌晨便在苹果位于纽约曼哈顿第五大道旗舰店门口排长队的景象,在国内,人们对于Vision Pro的热度,肉眼可见地少了一个层级。有博主拍下了北京王府井店首发时的场景:众多苹果店员排成两排,微笑着开门迎客。然而从刚开门的情况看,只有零星的几个顾客进店,店员数量明显多出不少。据《凤凰WEEKLY财经》当日实探苹果西单大悦城零售店的情况看,前来体验的人流在下午有所增加,但也只是体验,真正掏钱购买的人并不多。看到此情此景,库克可能会心中一凉。毕竟从Vision Pro全球发售的顺序来看,中国仅次于美国。而此前在媒体的采访中,库克也直言对国行版Vision Pro非常有信心,他非常支持消费者去Apple线下零售店进行体验。“如果不是亲眼所见,很难用语言描述使用时的过程和沉浸感。”他说。但从国行版高达29999元的起售价来看,仅有沉浸感是难以让用户买单的。毕竟前有高性价比的Meta Quest 3,连华强北都跟风出了一款Vision SE,售价只要1000多元。库克想要凭Vision Pro“封神”,但困难还有很多。仅仅赚了吆喝国行版Vision Pro的发售阵势很大。除了开头店员列队迎客的一幕,苹果公司零售业务高级副总裁迪尔德丽·奥布莱恩(Deirdre O'Brien)也于6月28日现身Apple北京西单大悦城店,为Vision Pro的发售造势。作为一台空间计算设备,Vision Pro的使用无疑是有门槛的。因此,苹果也专门调配了一批专员,从佩戴、使用、体验等方方面面为用户提供指导。首发当日,《凤凰WEEKLY财经》依据预约好的时间到访Apple西单大悦城店,发现店内已经有几组顾客头戴Vision Pro在进行体验,他们时不时举起手指在空中点击、触动,场面颇具科技感。〓 图/《凤凰WEEKLY财经》摄在体验Vision Pro之前,要先进行一系列繁琐的配置工作,如面部识别和数据收集,以确定最匹配的遮光罩;佩戴者还需要通过不断调整绑带,来让松紧变得适宜。太松,Vision Pro会漏光,甚至有掉落的风险。太紧,则会加重其原本就不轻的分量。如果佩戴者近视,还需要现场匹配度数合适的蔡司光学镜片。终于,一台崭新的Vision Pro摆在了面前。戴上的一霎那,“世界的确不一样了”。Vision Pro里是一个用眼球和手势就可以追踪和控制的世界,但同时体验者也能清楚感知周围的环境。Vision Pro的体验时间为30分钟,在接受指导下,《凤凰WEEKLY财经》依次感受了办公、全景照片、影音等功能。如同许多已经尝鲜的科技博主所言,Vision Pro的全景照片的确具有把人“吸”进去的能力,你能明显感受到自己置身于照片中的场景,例如水波澜澜的湖边,抑或陡峭的山崖边上。当分辨率达到8K的3D犀牛视频播放时,某几个瞬间的确让人感到犀牛就在身旁,想要不自觉地伸手去触摸。正如库克所说,许多首次使用Vision Pro的人,都会得到情感上的触动。这种触动,在库克看来是技术突破,也是苹果一贯追求的极致用户体验。〓 图/Apple官网在现场,从体验者或严肃或微笑的微表情看,Vision Pro或多或少都给他们带来了不一样的感受。沉浸的体验、心灵的感动,都是一时的。能让用户心甘情愿买单,才是库克真正想要看到的。尽管店内配置了大量现货,体验满意者可立刻提货,店员也在极力“劝说”顾客买一台回家深度了解,并给出了24期免息分期的优惠活动。但从现场情况看,体验的人不少,买的人却寥寥。而被问及当日销量时,一位Apple西单大悦城店员表示,没有专门去统计过。一位现场体验者对《凤凰WEEKLY财经》表示,感觉挺震撼,价格也确实不美丽,等下次带家人体验后再决定是否购入。再牛,也难逃“吃灰”结局库克对Vision Pro寄予厚望,但这显然是一场难打之战。Vision Pro国行版的起售价高达29999元,顶配版售价来到了32999元。考虑到后期损坏维修等因素,若购买AppleCare+服务,还要再付出3999元。这比市面上绝大多数VR 产品售价高出10倍,比Vision Pro美版的价格,也近乎高出了一部低配版的iPhone 15。贵只是一方面原因。买者的不确定性,更多来自于使用过程的不便,以及生态配适不完善。首先,接近650g的重量,是通往美好体验的一大阻碍。“Vision Pro的遮光罩实在太压脸了,戴不了多久就要摘下来。”有此前购入Vision Pro的用户直言。其次,画质对于观感的影响也较大。在体验中,如果用Vision Pro观看iPhone拍摄的全景照片,或者把窗口放大看一些标清分辨率下的图片和视频,能感受到有较为明显的画质缺陷。此外,有不少用户和体验者反馈,长时间佩戴Apple Vision Pro观看视频尤其是3D内容之后,眼球会感到干涩胀痛,头部也会有不同程度的眩晕感。一个更关键的问题是,虽然Vision Pro有出色的手眼追踪能力、能提供身临其境的沉浸感,但内容供应不足也深切影响了用户体验。目前,在Vision Pro中可运行的100万款应用中,99%都不是专为Vision Pro所配属的Vision OS系统所设计的。且考虑到开发成本高昂,市场前景不明,Netflix、YouTube和Spotify三家世界最受欢迎的流媒体巨头,都对Vision Pro反应冷淡,宣布现阶段不会为Vision Pro开发原生应用。市场预测,其大概率会直接移植iPad 2D版本,那么这又将与想象中的3D体验相去甚远。著名投资人段永平直言,Vision Pro目前还不是必需品,相当长时间里不会对苹果有显著的经济价值。目前还只是觉得里面的电影还不错。他同时补充道,“最近有点忙,也没注意有啥电影,大概两个礼拜都没用过了”。槽点重重的Apple Vision Pro,销量不容乐观。早在今年4月,专注于苹果的分析师郭明𫓹指出,Vision Pro的市场表现并不理想,苹果已经将其出货量预期下调至40万-50万台,而之前市场预期是70万-80万台。在今年5月披露的苹果公司2024财年第二财季财报中,也并未透露Vision Pro的具体销量,而是使用了“全球财富100强中有一半的公司已经购买了苹果Vision Pro产品”的表述,站台意味明显。高端头显卖不动,库克不会坐以待毙。据硅谷科技媒体《The Information》今年6月报道,Vision Pro生产关键组件的一个供应商表示,苹果至少已经告诉一家供应商,暂停下一代高端头显的工作。另有报道援引供应链人士消息称,苹果将努力在2025年年底前发布功能更少、价格更实惠的头显设备。据悉,这款平价头显的目标价约为1500美元,折合人民币11000元左右。全“果链”的新希望?据市场调研机构IDC数据显示,整个2024年第一季度,中国市场的AR/VR设备出货量仅10.7万台,同比下降达37.8%。尽管Vision Pro并没有如很多人所愿,带来初代iPhone般的惊喜,但其之于苹果、之于行业的意义依然浓厚。从库克的角度出发,他需要Vision Pro为苹果开辟新的增长点,与iPhone、iPad等产品形成联动,促进销售。他也需要这样一款空间计算产品,打开新世界的大门,让苹果也让自己载入史册。于行业而言,IDC中国分析师叶青清对《凤凰WEEKLY财经》指出,Vision Pro的推出更多是在观测市场反应,给整个XR(扩展现实,也是AR、VR、MR等多种技术的统称)行业指引风向标。在一定程度上,也加速了其他厂商向中高端线的布局和发展。近日有爆料称,目前国内有两家TOP5级别的手机厂商正在组建XR/MR团队,投入的资源远超过以往类似项目。看上去,他们的目标很明确,即打造中国版Vision Pro。此外,Rokid、XREAL、雷鸟创新等国内AR眼镜领域制造商,也在不断加紧融资步伐,开发新产品。大厂会效仿Vision Pro,果链企业则会迎来新一轮的订单潮。除了在操作系统和芯片等关键组件方面选择自研,苹果Vision Pro在其他诸多环节选择了多个独家供应商。其中,中国厂商为其提供了约64%的零件和组装支持。据产业垂直研究机构Wellsenn XR报告指出,在大陆地区供应商中,除负责组装代工的立讯精密外,还有传感器模块供应商——高伟电子、锂电池暨电源管理系统供应商——德赛电池、扬声器模块供应商——歌尔股份、负责供应Vision Pro结构本体中框和外壳的长盈精密和领益智造等。据《凤凰WEEKLY财经》观察,6月28日国行版Vision 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justify;\">伯恩斯坦分析师表示,目前限制英伟达营收的因素是半导体代工厂先进的芯片封装能力。随着明年封装能力的提升,<strong>英伟达将有可能在2024年创造750亿至900亿美元的数据中心和AI芯片收入,而华尔街分析师的一致预期仅为420亿美元。</strong></p><p style=\"text-align: justify;\">不过,随着人工智能基础设施建设过多,可能带来的短期和中期风险,比如对英伟达芯片需求先旺后衰,伯恩斯坦技术分析师团队淡化了这一风险。</p><p style=\"text-align: justify;\"><strong>他们将英伟达股票评级调至“跑赢大盘”,目股价为475美元。</strong>目前,英伟达股价为467美元左右。</p><p style=\"text-align: justify;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/906f6ead5c983b5a91f6e22ac4897ac5\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">伯恩斯坦团队表示,在未来相当长的一段时间内,至少在未来12-18个月内,预计英伟达的业绩将保持增长,并可能将持续走高。这一分析结果显示了对英伟达未来发展的乐观态度。</p><p style=\"text-align: justify;\">此前,瑞穗分析师Vijay Rakesh也指出,AI给英伟达带来的股价上行空间超乎想象,并将英伟达目标价从400美元上调至530美元。</p></body></html>","source":"wallstreetcn_api","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>四巨头订单就够季度目标!华尔街发现英伟达“需求远超预期”</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; 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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四巨头订单就够季度目标!华尔街发现英伟达“需求远超预期”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-01 10:56 北京时间 <a href=https://wallstreetcn.com/articles/3694528><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>伯恩斯坦分析师,芯片需求爆表,2024年英伟达数据中心和AI芯片收入或达750亿至900亿美元,远超华尔街分析师的一致预期420亿美元。芯片需求“爆表”,主宰者“英伟达”业绩或远超普遍预期。周一,伯恩斯坦分析师通过云计算厂商最新透露的在人工智能支出计划,测算得出英伟达的实际业绩情况可能更为乐观。该分析师团队汇总了他们对微软 、Meta、字节和谷歌 AI 芯片支出增长的估计,发现仅这四家公司就足以让...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3694528\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4548":"巴美列捷福持仓","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0943347566.SGD":"安联收益及增长平衡基金AM 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芯片支出增长的估计,发现仅这四家公司就足以让英伟达实现本季度的指导目标。同时,他们预计其他大型科技公司和人工智能初创企业对英伟达的需求也更乐观。伯恩斯坦分析师表示,目前限制英伟达营收的因素是半导体代工厂先进的芯片封装能力。随着明年封装能力的提升,英伟达将有可能在2024年创造750亿至900亿美元的数据中心和AI芯片收入,而华尔街分析师的一致预期仅为420亿美元。不过,随着人工智能基础设施建设过多,可能带来的短期和中期风险,比如对英伟达芯片需求先旺后衰,伯恩斯坦技术分析师团队淡化了这一风险。他们将英伟达股票评级调至“跑赢大盘”,目股价为475美元。目前,英伟达股价为467美元左右。伯恩斯坦团队表示,在未来相当长的一段时间内,至少在未来12-18个月内,预计英伟达的业绩将保持增长,并可能将持续走高。这一分析结果显示了对英伟达未来发展的乐观态度。此前,瑞穗分析师Vijay Rakesh也指出,AI给英伟达带来的股价上行空间超乎想象,并将英伟达目标价从400美元上调至530美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":866,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3470548862272800","authorId":"3470548862272800","name":"峰子","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"扯淡,用LLM的人都没几个了,还用的人越多对算力越高,在国内就没几个人能够正确打开,都用来聊天去了。生成式AI根本不需要大语言模型,台式机显卡就能解决问题了。","text":"扯淡,用LLM的人都没几个了,还用的人越多对算力越高,在国内就没几个人能够正确打开,都用来聊天去了。生成式AI根本不需要大语言模型,台式机显卡就能解决问题了。","html":"扯淡,用LLM的人都没几个了,还用的人越多对算力越高,在国内就没几个人能够正确打开,都用来聊天去了。生成式AI根本不需要大语言模型,台式机显卡就能解决问题了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":318335890137312,"gmtCreate":1718757344942,"gmtModify":1718862602066,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ 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