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Paul_ZL自由

Paul_ZL自由

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IP属地：北京

77关注

5粉丝

3主题

0勋章

10-04

$老虎证券(TIGR)$ 一个破券商，PE已经超过了科技股来到了54[开心] [开心] [开心]

09-11

$苹果(AAPL)$ 垃圾苹果被华为干翻

08-30

都是关联交易，openAI最后还要和这三家做交易，做基础设施的永远赚最少的钱

OpenAI或赢得三大科技巨头“鼎力支持”，最新融资估值剑指千亿美元

08-29

哈哈，都被印度化了，只会打嘴炮的公司，可惜了我的持仓

英特尔转型计划再遇挫折！半导体行业资深人士陈立武退出董事会

08-29

$Faraday Future(FFIE)$ 666

07-13

$能链智电(NAAS)$ 发套套咯

06-03

扯淡，一家公司的市值能赶上日本的GDP了

抱歉，原内容已删除

05-22

$禾赛(HSAI)$ 这也是自己作死，芯片卖不出好价钱

05-02

$英特尔(INTC)$ 怎么跌不动了阿快点啊

04-30

$禾赛(HSAI)$ 不光是汽车，那以后无人机一但成本能降下来，那岂不是要起飞

04-26

$特斯拉(TSLA)$ 画饼王就是厉害，动动嘴皮子就能把股价拉回来，但低端车一样会被中国车绞杀，低端和无人驾驶都是国产车的地盘

02-03

$英伟达(NVDA)$ 100倍的市盈率。。。太tmd的扯了

01-05

$以星航运(ZIM)$ 一周涨一倍，我两个月前抛掉，可惜了

01-03

$金山办公(688111)$ 这票PE有120倍，太TM夸张了，年利润增长估计也就个位数，PE10倍顶上天了，合理价格在20快左右。

2023-11-24

$能链智电(NAAS)$ 骗炮的票，每次上车都是反弹高点，然后跌下去几十个点，好几次了，我都亏麻了

2023-10-27

$英伟达(NVDA)$ 体量这么大还接近100倍的PE，太可怕了，20倍比较合理

2023-09-14

$Arm Holdings(ARM)$ 可以直接做空了未来前景非常不好

2023-05-26

$美国超微公司(AMD)$ 这个有点扯了，500多倍的市盈率

2023-04-04

$世纪互联(VNET)$ 国内都用腾讯会议和飞书

2023-04-01

$能链智电(NAAS)$ 老戏骨了，早盘先拉起来午盘洗一下，临近尾盘再拉起来，好几天了，狼来了不会超过3回

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垃圾苹果被华为干翻","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/348277042802976","isVote":1,"tweetType":1,"viewCount":369,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343863325966552,"gmtCreate":1724980234045,"gmtModify":1724980236212,"author":{"id":"3550108729246590","authorId":"3550108729246590","name":"Paul_ZL自由","avatar":"https://static.tigerbbs.com/529db6c66cc9a85ca1219d46bbd04407","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550108729246590","authorIdStr":"3550108729246590"},"themes":[],"htmlText":"都是关联交易，openAI最后还要和这三家做交易，做基础设施的永远赚最少的钱","listText":"都是关联交易，openAI最后还要和这三家做交易，做基础设施的永远赚最少的钱","text":"都是关联交易，openAI最后还要和这三家做交易，做基础设施的永远赚最少的钱","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343863325966552","repostId":"2463924130","repostType":2,"repost":{"id":"2463924130","pubTimestamp":1724981890,"share":"https://www.laohu8.com/m/news/2463924130?lang=&edition=full","pubTime":"2024-08-30 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Intelligence中。此外，苹果还计划与微软一起获得OpenAI的董事会观察员席位，但这一计划在7月被放弃。</p><p>与此同时，英伟达提供了开发和运行ChatGPT等人工智能工具所需的关键基础设施，这是人工智能加速器的最大制造者，其销量在过去两年飙升。</p><p>在英伟达周三发布的最新季度报告中，该巨头营收增长了一倍多，达到300亿美元。该公司预计，本季度的销售额甚至会更高，超过分析师的平均预期，不过由于营收指引未达到华尔街的最高预期，投资者也已习惯其井喷式业绩，因此发布业绩后该公司股价反而下跌。</p><p>据知情人士透露，OpenAI首席财务长弗雷尔(Sarah  Friar)周三在一份备忘录中对员工说，该公司正在寻求新的资金，但没有透露细节。据报道，至少从去年12月开始，该公司就一直在讨论以1000亿美元或更高的估值进行融资。</p><p>ChatGPT的巨大成功也引发了科技公司之间的军备竞赛，这些巨头正纷纷将人工智能技术整合到自己的产品中，并为其他有前途的初创公司提供资金。</p><p>这笔融资无疑将有力支持这家全球最有价值的风险投资<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>之一。知情人士说，Friar在给员工的备忘录中说，OpenAI将利用这笔融资获得更多算力，并为其他运营费用提供资金。</p> <div></div> </div></body></html>","source":"highlight_zhitongcaijin","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\" 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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\">\nOpenAI或赢得三大科技巨头“鼎力支持”，最新融资估值剑指千亿美元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-30 09:38 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1176068.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，据知情人士透露，全球最大芯片制造商英伟达(NVDA.US)已探讨加入OpenAI的一轮融资，该轮融资将使得OpenAI估值超过1,000亿美元。知情人士说，苹果(AAPL.US)和微软(MSFT.US)也一直在就参与此次融资进行谈判。据报道，这轮融资将由Thrive  Capital领投约10亿美元。其中两位知情人士说，英伟达已经讨论过投资约1亿美元。如果谈判取得进展，这将...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1176068.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/29b66aaa2b29f2e5cdac2482c0fe4dcd","relate_stocks":{"IE00BFXG0V08.USD":"BNY MELLON GLOBAL LEADERS \"B\" (USD) ACC","IE00B5949003.HKD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A\" (HKD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0011850046.USD":"贝莱德全球长线股票 A2 USD","BK4529":"IDC概念","IE00B19Z8X17.USD":"FTGF CLEARBRIDGE US LARGE CAP GROWTH  \"AG\" (USD) ACC","BK4528":"SaaS概念","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","BK4516":"特朗普概念","BK4592":"伊斯兰概念","BK4515":"5G概念","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","AAPL":"苹果","BK4571":"数字音乐概念","IE00BKVL7J92.USD":"Legg Mason 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Capital领投约10亿美元。其中两位知情人士说，英伟达已经讨论过投资约1亿美元。如果谈判取得进展，这将意味着三大最有价值的科技公司都将支持这个突破性聊天机器人ChatGPT的制造商。目前，微软已是OpenAI最大的资助者，投资了大约130亿美元。英伟达、苹果、微软、OpenAI和Thrive的代表均拒绝置评。一直以来，大型科技公司对人工智能的影响力正受到越来越多的审查，欧盟和美国的监管机构都对英伟达在人工智能芯片领域的主导地位以及微软与OpenAI的密切关系表示担忧。微软已经将OpenAI的服务紧密集成到其Windows和Copilot人工智能平台中，并押注这些能力将利于驱动增长。苹果与OpenAI也已达成合作关系，将ChatGPT添加到新人工智能功能套件Apple  Intelligence中。此外，苹果还计划与微软一起获得OpenAI的董事会观察员席位，但这一计划在7月被放弃。与此同时，英伟达提供了开发和运行ChatGPT等人工智能工具所需的关键基础设施，这是人工智能加速器的最大制造者，其销量在过去两年飙升。在英伟达周三发布的最新季度报告中，该巨头营收增长了一倍多，达到300亿美元。该公司预计，本季度的销售额甚至会更高，超过分析师的平均预期，不过由于营收指引未达到华尔街的最高预期，投资者也已习惯其井喷式业绩，因此发布业绩后该公司股价反而下跌。据知情人士透露，OpenAI首席财务长弗雷尔(Sarah  Friar)周三在一份备忘录中对员工说，该公司正在寻求新的资金，但没有透露细节。据报道，至少从去年12月开始，该公司就一直在讨论以1000亿美元或更高的估值进行融资。ChatGPT的巨大成功也引发了科技公司之间的军备竞赛，这些巨头正纷纷将人工智能技术整合到自己的产品中，并为其他有前途的初创公司提供资金。这笔融资无疑将有力支持这家全球最有价值的风险投资创业公司之一。知情人士说，Friar在给员工的备忘录中说，OpenAI将利用这笔融资获得更多算力，并为其他运营费用提供资金。","news_type":1},"isVote":1,"tweetType":1,"viewCount":315,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":343385112940632,"gmtCreate":1724863364613,"gmtModify":1724863366558,"author":{"id":"3550108729246590","authorId":"3550108729246590","name":"Paul_ZL自由","avatar":"https://static.tigerbbs.com/529db6c66cc9a85ca1219d46bbd04407","crmLevel":4,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3550108729246590","authorIdStr":"3550108729246590"},"themes":[],"htmlText":"哈哈，都被印度化了，只会打嘴炮的公司，可惜了我的持仓","listText":"哈哈，都被印度化了，只会打嘴炮的公司，可惜了我的持仓","text":"哈哈，都被印度化了，只会打嘴炮的公司，可惜了我的持仓","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/343385112940632","repostId":"2462170856","repostType":2,"repost":{"id":"2462170856","pubTimestamp":1724816442,"share":"https://www.laohu8.com/m/news/2462170856?lang=&edition=full","pubTime":"2024-08-28 11:40","market":"us","language":"zh","title":"英特尔转型计划再遇挫折！半导体行业资深人士陈立武退出董事会","url":"https://stock-news.laohu8.com/highlight/detail?id=2462170856","media":"智通财经","summary":"不过，陈立武本人则表示，退出英特尔董事会是他的个人决定，需要重新确定各项工作的优先顺序。资料显示，作为恢复英特尔全球领先芯片制造商地位计划的一部分，陈立武于两年前加入英特尔董事会。然而，这一任命还不到两年就戛然而止，显示出英特尔转型计划的不确定性。股东们表示，英特尔在业务及其制造能力方面的重大虚假或误导性陈述在1月25日至8月1日期间推高了该公司股价。","content":"<html><head></head><body><p>8月26日，据媒体报道，半导体行业资深人士陈立武(Lip-Bu Tan)退出了<a href=\"https://laohu8.com/S/INTC\">英特尔</a>董事会，原因是他与该公司首席执行官Pat Gelsinger和其他董事在公司冗余的员工规模、厌恶风险的文化和人工智能战略落后等问题上存在分歧。</p><p>媒体援引知情人士消息称，陈立武担心英特尔的中层管理人员过多，影响了服务器和台式机芯片部门的发展。知情人士还表示，英特尔一些团队从事项目的员工数量是AMD(AMD.US)等竞争对手的五倍。</p><p>一位与陈立武关系密切的人士表示，随着英特尔董事会没有遵循他关于如何使制造业务更以客户为中心、并消除不必要官僚作风的建议，他变得越来越沮丧。</p><p>不过，陈立武本人则表示，退出英特尔董事会是他的个人决定，需要重新确定各项工作的优先顺序。他还表示，将继续支持英特尔及其重要工作。</p><p>资料显示，作为恢复英特尔全球领先芯片制造商地位计划的一部分，陈立武于两年前加入英特尔董事会。该公司董事会于2023年10月扩大了陈立武的职责，授权他监督制造业务。英特尔董事会主席Omar Ishrak曾指出，陈立武是半导体行业备受尊敬的全球领导者，他在软件、半导体和风险投资上的专业知识、深厚的业界关系和丰富的上市公司董事会经验将为英特尔董事会带来更多宝贵的视角。然而，这一任命还不到两年就戛然而止，显示出英特尔转型计划的不确定性。</p><p><strong>逆风不断</strong></p><p>本月早些时候，英特尔公布的财报显示，该公司第二季度销售额同比下降1%至128亿美元，低于分析师预期的129.5亿美元;调整后的每股收益为0.02美元，低于分析师预期的0.10美元。此外，该公司预计，第三季度销售额将达到125亿至135亿美元，远低于分析师预期的143.8亿美元;预计调整后的每股亏损为3美分，而分析师预期为每股收益30美分。</p><p>英特尔还宣布将裁员逾1.5万人，并暂停了自1992年以来一直实行的派息。该公司希望借此推进运营模式转型，扭转芯片制造业务长期亏损的局面。首席执行官Pat Gelsinger表示，公司计划在2025年缩减100亿美元开支，因而“必须调整成本结构，以符合新运营模式”。</p><p>这份最新的业绩突显出英特尔在努力实现雄心勃勃的转型并在人工智能时代竞争时面临的诸多不利因素。8月以来，英特尔股价已跌超34%，今年以来则累计跌近60%。多家华尔街机构也下调了对英特尔的目标价或股票评级。</p><p>同样在本月早些时候，英特尔遭遇股东集体诉讼，指控该公司以欺诈手段隐瞒了导致其业绩疲弱、裁员和暂停派息的问题，并导致公司市值在公布最新财报后的一天内蒸发了超320亿美元。提起集体诉讼的股东们表示，英特尔在8月1日披露其晶圆代工业务“举步维艰”令他们感到措手不及，在营收有所下降的同时公司的额外成本却高达数十亿美元。股东们表示，英特尔在业务及其制造能力方面的重大虚假或误导性陈述在1月25日至8月1日期间推高了该公司股价。</p><p>自Pat Gelsinger三年前掌舵英特尔以来，该公司一直以代工企业形象示人，制造其他企业设计的芯片，以寻求在高端芯片制造领域重获一席之地。但近年来，英特尔在芯片制造领域始终落后于竞争对手。该公司在4月提交给美国证券交易委员会的文件显示，其芯片代工业务2023年营运亏损达70亿美元。</p><p>英特尔的投资者对该公司的转型计划已经失去了耐心，该计划涉及在新的芯片和生产技术上大举投资，而英特尔正试图在收入萎缩的情况下这样做。更重要的是，英特尔目前的产品并不是那些向人工智能基础设施投入资金的人想要的，这意味着英特尔正在失去市场份额。</p></body></html>","source":"stock_zhitongcaijing","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>英特尔转型计划再遇挫折！半导体行业资深人士陈立武退出董事会</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英特尔转型计划再遇挫折！半导体行业资深人士陈立武退出董事会\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-28 11:40 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1172828.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>8月26日，据媒体报道，半导体行业资深人士陈立武(Lip-Bu Tan)退出了英特尔董事会，原因是他与该公司首席执行官Pat Gelsinger和其他董事在公司冗余的员工规模、厌恶风险的文化和人工智能战略落后等问题上存在分歧。媒体援引知情人士消息称，陈立武担心英特尔的中层管理人员过多，影响了服务器和台式机芯片部门的发展。知情人士还表示，英特尔一些团队从事项目的员工数量是AMD(AMD.US)等...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1172828.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"BK4512":"苹果概念","BK4141":"半导体产品","BK4554":"元宇宙及AR概念","BK4588":"碎股","BK4575":"芯片概念","INTC":"英特尔","BK4515":"5G概念","BK4535":"淡马锡持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4527":"明星科技股","BK4534":"瑞士信贷持仓","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4579":"人工智能","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4585":"ETF&股票定投概念","BK4529":"IDC概念","BK4550":"红杉资本持仓"},"source_url":"http://www.zhitongcaijing.com/content/detail/1172828.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2462170856","content_text":"8月26日，据媒体报道，半导体行业资深人士陈立武(Lip-Bu Tan)退出了英特尔董事会，原因是他与该公司首席执行官Pat Gelsinger和其他董事在公司冗余的员工规模、厌恶风险的文化和人工智能战略落后等问题上存在分歧。媒体援引知情人士消息称，陈立武担心英特尔的中层管理人员过多，影响了服务器和台式机芯片部门的发展。知情人士还表示，英特尔一些团队从事项目的员工数量是AMD(AMD.US)等竞争对手的五倍。一位与陈立武关系密切的人士表示，随着英特尔董事会没有遵循他关于如何使制造业务更以客户为中心、并消除不必要官僚作风的建议，他变得越来越沮丧。不过，陈立武本人则表示，退出英特尔董事会是他的个人决定，需要重新确定各项工作的优先顺序。他还表示，将继续支持英特尔及其重要工作。资料显示，作为恢复英特尔全球领先芯片制造商地位计划的一部分，陈立武于两年前加入英特尔董事会。该公司董事会于2023年10月扩大了陈立武的职责，授权他监督制造业务。英特尔董事会主席Omar Ishrak曾指出，陈立武是半导体行业备受尊敬的全球领导者，他在软件、半导体和风险投资上的专业知识、深厚的业界关系和丰富的上市公司董事会经验将为英特尔董事会带来更多宝贵的视角。然而，这一任命还不到两年就戛然而止，显示出英特尔转型计划的不确定性。逆风不断本月早些时候，英特尔公布的财报显示，该公司第二季度销售额同比下降1%至128亿美元，低于分析师预期的129.5亿美元;调整后的每股收益为0.02美元，低于分析师预期的0.10美元。此外，该公司预计，第三季度销售额将达到125亿至135亿美元，远低于分析师预期的143.8亿美元;预计调整后的每股亏损为3美分，而分析师预期为每股收益30美分。英特尔还宣布将裁员逾1.5万人，并暂停了自1992年以来一直实行的派息。该公司希望借此推进运营模式转型，扭转芯片制造业务长期亏损的局面。首席执行官Pat Gelsinger表示，公司计划在2025年缩减100亿美元开支，因而“必须调整成本结构，以符合新运营模式”。这份最新的业绩突显出英特尔在努力实现雄心勃勃的转型并在人工智能时代竞争时面临的诸多不利因素。8月以来，英特尔股价已跌超34%，今年以来则累计跌近60%。多家华尔街机构也下调了对英特尔的目标价或股票评级。同样在本月早些时候，英特尔遭遇股东集体诉讼，指控该公司以欺诈手段隐瞒了导致其业绩疲弱、裁员和暂停派息的问题，并导致公司市值在公布最新财报后的一天内蒸发了超320亿美元。提起集体诉讼的股东们表示，英特尔在8月1日披露其晶圆代工业务“举步维艰”令他们感到措手不及，在营收有所下降的同时公司的额外成本却高达数十亿美元。股东们表示，英特尔在业务及其制造能力方面的重大虚假或误导性陈述在1月25日至8月1日期间推高了该公司股价。自Pat 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