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10-28

大a都带飞了

马斯克预判：人形机器人DRAM需求或超过地球上所有应用

05-27

τ

05-06

$恒生科技指数(HSTECH)$ 现在的港股不如a股

04-01

$智谱(02513)$ 破1000

03-03

$小米集团-W(01810)$ 要到10港币？

01-21

$小米集团-W(01810)$ 可能会到 20内

01-19

$小米集团-W(01810)$ 目标价30

01-09

$MINIMAX-WP(00100)$ 新股还是没有a股炒🉐强大[得意]

01-09

$亚太卫星(01045)$ 港股唯一卫星🛰

2025-12-19

$明基医院(02581)$ 新股还是现在的a股强[捂脸]

2025-12-11

$白银2603(SI2603)$ 👍👍👍

2025-12-10

$京东工业(07618)$ 市值太大没太大空间

2025-11-25

$英伟达(NVDA)$ 英伟达独大的时代已经落幕！

2025-11-25

$英伟达(NVDA)$ 英伟达独大的时代已经落幕！

2025-11-25

$英伟达(NVDA)$ 英伟达独大的时代已经落幕！

2025-11-25

$小米集团-W(01810)$ 继续看🈳

2025-11-24

$小米集团-W(01810)$ 汽车🚗销量无敌！

2025-11-22

法务部

特斯拉因致命车祸在美被起诉车门把手故障被指阻碍救援

2025-09-29

$AppLovin Corporation(APP)$ 强

2025-07-02

$蔚来-SW(09866)$ 看了4 s店乐道和未来分开的，两个店又挨着，这又加了一道成本

去老虎APP查看更多动态

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08:28","market":"sh","language":"zh","title":"马斯克预判：人形机器人DRAM需求 或超过地球上所有应用","url":"https://stock-news.laohu8.com/highlight/detail?id=2678435619","media":"快科技","summary":"近日，Counterpoint Research发布的预测报告称，人形机器人单机平均DRAM容量将从当前的19GB提升至2030年的39GB，使得人形机器人对DRAM的总需求量将从2026年的约8300TB增至2030年的约172000TB，增长约20倍。对此，马斯克直接在X平台引用该数据驳斥称，Counterpoint Research的这一预测是“荒谬的分析”，并写道：“机器人的RAM需求将超越地球上的其他一切，因为你需要机器人在物理基底上运行，以便塑造原子。”","content":"<html><body><p>快科技10月28日消息，<strong>特斯拉兼<a href=\"https://laohu8.com/S/SPCX\">SpaceX</a>首席执行官埃隆·马斯克在社交平台X上发文，称市场研究机构Counterpoint Research最新关于人形机器人对内存需求的预测是“荒谬的分析”，并称人形机器人对内存的需求将碾压其他所有应用。</strong></p><p>近日，Counterpoint Research发布的预测报告称，人形机器人单机平均DRAM容量将从当前的19GB提升至2030年的39GB，使得人形机器人对DRAM的总需求量将从2026年的约8300TB增至2030年的约172000TB，增长约20倍。</p><p>对此，马斯克直接在X平台引用该数据驳斥称，Counterpoint Research的这一预测是“荒谬的分析”，并写道：“机器人的RAM需求将超越地球上的其他一切，因为你需要机器人在物理基底上运行，以便塑造原子。”</p><p><img decoding=\"async\" loading=\"lazy\" src=\"https://x0.ifengimg.com/res/2026/DFB1D9FCC0C45CF8A782C683A0C240B6CEF4AB3E_size414_w600_h410.png\"/></p><p>他同时补充了一个看似矛盾的远期图景：<strong>超级智能的算力需求将“远远超过”机器人所需，但“近乎100%的超级智能计算将在深空进行”。这一表态暗示，在地球物理世界中，机器人将成为内存消耗的终极形态。</strong></p><p>马斯克的发言迅速引发市场分析师跟进。Futurum Equities首席市场策略师Shay Boloor随后给出了一个具体的量化推演：若特斯拉实现每年生产1000万台Optimus人形机器人的目标，以每台配置72GB内存估算，全年所需内存容量将达到约720PB。</p><p>Boloor进一步指出，机器人采用的是LPDDR（低功耗DRAM）而非AI数据中心惯用的HBM（高带宽内存），这意味着随着AI从云端走向物理实体，美光与<a href=\"https://laohu8.com/S/SKHY\">SK海力士</a>可能迎来一个“体量大得多的市场规模的故事”。</p><p>美光首席执行官Sanjay Mehrotra在此前的财报电话会上曾表示，L4级及以上自动驾驶车辆通常需要超过200GB内存和数TB存储，而人形机器人“很可能需要类似水平的内存和存储”。美光CFO更进一步预警，2027至2028年的内存供需将比2026年更加紧张。</p><p><img decoding=\"async\" loading=\"lazy\" src=\"https://x0.ifengimg.com/res/2026/EF9AF7BEEBA0526D3E6BC9DBA7E42EF3B0B7198F_size98_w600_h309.png\"/></p><p>从投资逻辑看，机器人的内存需求与AI数据中心存在结构性差异。HBM是AI训练芯片的专属品类，由SK海力士主导、<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>紧随，技术壁垒极高；而LPDDR是消费电子与嵌入式设备的主流内存，美光、三星、SK海力士均有成熟产线。</p><p><strong>若人形机器人真如马斯克所言走向千万台年产量级，其对LPDDR的拉动将是一条覆盖面更广、参与门槛更低的增量曲线。</strong></p><p>不过，这一推演的前提条件仍高度不确定。特斯拉Optimus的量产时间表尚未兑现。马斯克在近期财报电话会上表示，首批客户交付目标在2027年底左右，而Fremont工厂要达到每周2万台的产能“至少需要一年”。</p><p>此外，全球DRAM年产量当前约在450亿GB量级，若Optimus仅DRAM一项就以千万台规模消耗数百PB，其对全球内存供需结构的冲击将远超当前AI数据中心带来的紧张程度。</p></body></html>","source":"fenghuang_stock","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>马斯克预判：人形机器人DRAM需求 或超过地球上所有应用</title>\n<style 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href=\"https://tech.ifeng.com/c/8xYjGeAPjt5\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMH":"半导体指数ETF-HOLDRs","LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","TSLT":"2倍做多TSLA ETF-T-Rex","LU1839511570.USD":"WELLS FARGO GLOBAL FACTOR ENHANCED EQUITY \"I\" (USD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","FTEC":"Fidelity MSCI Information Techno","TSLA":"特斯拉","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","TSLW":"TSLA周配息ETF-Roundhill","LU2471134952.CNY":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (CNYHDG) INC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","LU1551013342.USD":"Allianz 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Boloor随后给出了一个具体的量化推演：若特斯拉实现每年生产1000万台Optimus人形机器人的目标，以每台配置72GB内存估算，全年所需内存容量将达到约720PB。Boloor进一步指出，机器人采用的是LPDDR（低功耗DRAM）而非AI数据中心惯用的HBM（高带宽内存），这意味着随着AI从云端走向物理实体，美光与SK海力士可能迎来一个“体量大得多的市场规模的故事”。美光首席执行官Sanjay Mehrotra在此前的财报电话会上曾表示，L4级及以上自动驾驶车辆通常需要超过200GB内存和数TB存储，而人形机器人“很可能需要类似水平的内存和存储”。美光CFO更进一步预警，2027至2028年的内存供需将比2026年更加紧张。从投资逻辑看，机器人的内存需求与AI数据中心存在结构性差异。HBM是AI训练芯片的专属品类，由SK海力士主导、三星紧随，技术壁垒极高；而LPDDR是消费电子与嵌入式设备的主流内存，美光、三星、SK海力士均有成熟产线。若人形机器人真如马斯克所言走向千万台年产量级，其对LPDDR的拉动将是一条覆盖面更广、参与门槛更低的增量曲线。不过，这一推演的前提条件仍高度不确定。特斯拉Optimus的量产时间表尚未兑现。马斯克在近期财报电话会上表示，首批客户交付目标在2027年底左右，而Fremont工厂要达到每周2万台的产能“至少需要一年”。此外，全球DRAM年产量当前约在450亿GB量级，若Optimus仅DRAM一项就以千万台规模消耗数百PB，其对全球内存供需结构的冲击将远超当前AI数据中心带来的紧张程度。","news_type":1,"symbols_score_info":{"MUZ":0.6,"TRFK":0.6,"BAI":0.6,"JGRO":0.6,"TSLS":0.6,"XNTK":0.6,"TESL":0.6,"XLK":0.6,"AIQ":0.6,"AIS":0.6,"IETC":0.6,"TSLL":0.6,"MUU":0.6,"FDTX":0.6,"EMSF":0.6,"SHOC":0.6,"CHPX":0.6,"VGT":0.6,"TTXU":0.6,"TSLZ":0.6,"09766":0.6,"TSLI":0.6,"TSLO":0.6,"MU":1.87,"MIC":0.6,"TSLW":0.6,"TSYY":0.6,"FAI":0.6,"WUGI":0.6,"ELOL":0.6,"MULL":0.6,"TSLR":0.6,"WATS":0.6,"07766":0.6,"TSLT":0.6,"RULE":0.6,"MUYY":0.6,"WANT":0.6,"TSII":0.6,"TSLQ":0.6,"FDRV":0.6,"FXL":0.6,"USXF":0.6,"LEGR":0.6,"FTXL":0.6,"TEST":0.6,"FTEC":0.6,"CHPS":0.6,"CRSH":0.6,"HBMX":0.6,"TSLP":0.6,"TSLY":0.6,"TSDD":0.6,"SMU00main":0.6,"IDRV":0.6,"ARTY":0.6,"TLA":0.6,"EGGY":0.6,"STSLAmain":0.6,"SOXX":0.6,"TESC":0.6,"TSLA":1.94,"MUG":0.6,"EFIV":0.6,"MUD":0.6,"CHAT":0.6,"BOBP":0.6,"DISK":0.6,"SOXQ":0.6,"TSLG":0.6,"IXN":0.6,"DRMY":0.6,"LIT":0.6,"PSI":0.6,"PTF":0.6,"AIFD":0.6,"09366":0.6,"SMH":0.6,"TSL":0.6,"SMOG":0.6,"CGGO":0.6,"WLDR":0.6,"07366":0.6}},"isVote":1,"tweetType":1,"viewCount":201,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":568892102021976,"gmtCreate":1779893898864,"gmtModify":1779894101492,"author":{"id":"4094036683038950","authorId":"4094036683038950","name":"MHEDYT","avatar":"https://static.tigerbbs.com/df817b8133b12262270fa7eae97af247","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094036683038950","authorIdStr":"4094036683038950"},"themes":[],"title":"","htmlText":"τ","listText":"τ","text":"τ","images":[{"img":"https://static.tigerbbs.com/0dc7cc252cac35243fc993937186b911","width":"886","height":"1620"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/568892102021976","isVote":1,"tweetType":1,"viewCount":1740,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":561230516614608,"gmtCreate":1778050880678,"gmtModify":1778050882530,"author":{"id":"4094036683038950","authorId":"4094036683038950","name":"MHEDYT","avatar":"https://static.tigerbbs.com/df817b8133b12262270fa7eae97af247","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4094036683038950","authorIdStr":"4094036683038950"},"themes":[],"title":"","htmlText":"<a 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01:56","market":"us","language":"zh","title":"特斯拉因致命车祸在美被起诉 车门把手故障被指阻碍救援","url":"https://stock-news.laohu8.com/highlight/detail?id=2585140919","media":"格隆汇","summary":"当时，Jeffery Dennis和他的妻子Wendy在一个周六下午驾驶他们的Model 3轿车外出办事。诉状称，特斯拉“独特且有缺陷的车门把手设计”导致车门无法操作，并阻碍了救援过程。Wendy当场死亡，Dennis受伤，包括腿部烧伤。这起诉讼是在威斯康星州对特斯拉提起另一起诉讼的几周后发生的，该诉讼涉及Model S撞车事故，五名乘员在快速蔓延的火海中丧生，因为车门无法打开。","content":"<html><body><article><p>格隆汇11月22日｜据美媒报道，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>(TSLA.O)华盛顿州被起诉，此前发生的一起致命火灾事故导致一人死亡、一人重伤，据称救援人员努力未能打开车辆的车门。这是针对该公司电动车门把手不断增加的诉讼中的最新一起。该索赔源于2023年1月发生的一起事故。当时，Jeffery Dennis和他的妻子Wendy在一个周六下午驾驶他们的Model 3轿车外出办事。根据周五在华盛顿州联邦法院提起的诉讼，这辆电动汽车“突然且快速地失控加速”，撞上了一根电线杆并起火燃烧。诉状称，特斯拉“独特且有缺陷的车门把手设计”导致车门无法操作，并阻碍了救援过程。Wendy当场死亡，Dennis受伤，包括腿部烧伤。这起诉讼是在威斯康星州对特斯拉提起另一起诉讼的几周后发生的，该诉讼涉及Model S撞车事故，五名乘员在快速蔓延的火海中丧生，因为车门无法打开。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta 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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251122015807a7098425&s=b><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>格隆汇11月22日｜据美媒报道，特斯拉(TSLA.O)华盛顿州被起诉，此前发生的一起致命火灾事故导致一人死亡、一人重伤，据称救援人员努力未能打开车辆的车门。这是针对该公司电动车门把手不断增加的诉讼中的最新一起。该索赔源于2023年1月发生的一起事故。当时，Jeffery Dennis和他的妻子Wendy在一个周六下午驾驶他们的Model 3轿车外出办事。根据周五在华盛顿州联邦法院提起的诉讼，这辆...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251122015807a7098425&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4612":"AI芯片","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","LU2250418816.HKD":"BGF WORLD TECHNOLOGY \"A\" (HKD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU2750360997.AUD":"INVESCO GLOBAL EQUITY INCOME ADVANTAGE \"A\" (AUDHDG) 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href=http://www.zhitongcaijing.com/content/detail/1292896.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，中信里昂发布研报称，小米集团-W(01810)将于本月公布首财季业绩，预计小米2025年首财季业绩强劲，总营收年增44.6%，营业利润达1090亿元人民币，经调整后净利年增54%至100亿元人民币。所有智能手机，受惠于以旧换新补助和分享收益，毛利率再次环比上升，电动车业务损失可能进一步收窄至6.5亿元人民币。小米在2025年第一季交付了7.6万辆电动车，该行提高了2025年...</p>\n\n<a 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