Larry Zhou的个人主页 - 老虎社区

Larry Zhou

Larry Zhou

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IP属地：广东

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06-18

竞猜赢虎币，寻找实盘收益王

查看详情：竞猜赢虎币，寻找实盘收益王快来参与实盘竞猜活动，寻找你心中的收益王者，竞猜最高可获得USD 500代金券奖励。此帖仅开放于中国大陆用户

竞猜赢虎币，寻找实盘收益王

05-31

$英伟达(NVDA)$ 获利盘抛压，长期逢低持有即可

05-30

一个月。最多，干饭人，不多说

05-29

你知道世界第一峰吗，那我再问你，你知道世界第二峰吗

05-29

$英伟达(NVDA)$ 坚定看多

05-29

$英伟达(NVDA)$ 只有加仓，拆股后还会持有。

05-27

老贾别指望太多了

05-24

你少了万吧，2.5万亿市值

最会赚钱的华裔，三个月吸金1880亿

04-17

特斯拉短期承压，长期可以持有

04-12

看空，脱离了黄金的基本面

04-12

是我第一，搞得这么多，

去老虎APP查看更多动态

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获利盘抛压，长期逢低持有即可","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311749417595160","isVote":1,"tweetType":1,"viewCount":894,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311462083469376,"gmtCreate":1717066750171,"gmtModify":1717066752210,"author":{"id":"4175820183498782","authorId":"4175820183498782","name":"Larry 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GPU超级芯片，预计到今年年底这一数字将增长到85000个。","content":"<html><body><article><p>5月23日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>交出了一份震惊全球商界的财报：截至今年4月28日的2025财年*财季，英伟达营收260亿美元（约合1880亿元人民币），较去年同期增长262%；<strong>利润更高达惊人的149亿美元（约合1078亿元人民币），</strong>与上年同期的20.43亿美元相比，大幅增长628%，倍增6倍。</p><p>这是什么概念？2023整个财年，英伟达的收入也才270亿美元，而2025财年一个季度的收入就抵得上过去一年。更令人难以置信的是英伟达的利润率——英伟达一个季度净赚的钱，超过阿里、<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、小米最新季度<span>净利润</span>总和。</p><p>财报发布后，英伟达股价历史性突破1000美元，收于1037.99美元。2022年，英伟达股价*点仅107美元，两年增长了近10倍。而且投资人依然看好英伟达在资本市场的表现。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20240524132932842v206nvcg4o1bwsp\"/><p>2024年5月23日英伟达股价。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>将英伟达目标价从1000美元上调至1160美元，<a href=\"https://laohu8.com/S/WFC\">富国银行</a>将英伟达目标价从1150美元上调至1250美元，瑞穗将英伟达目标价从1000美元上调至1180美元，<a href=\"https://laohu8.com/S/GS\">高盛</a>将英伟达目标价从1100美元上调至1200美元。</p><p>截至发稿，英伟达最新市值达2.5亿美元，一天之内暴增近2200亿美元，超过德国所有上市公司市值总和，在美股市场仅次于<a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/AAPL\">苹果</a>。</p><p><strong>英伟达创始人黄仁勋的个人财富也因英伟达市值暴涨跃升至913亿美元，</strong>一举超越<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>创始人家族的三名继承人，升至全球富豪榜单的第17位。</p><p>一年前，ChatGPT引发了一场生成式AI的追逐潮，其中最为受益的就是英伟达——作为在“掘金”中提供“铲子”的角色，英伟达的GPU几乎无可替代，AI模型厂商们纷纷斥巨资购买英伟达的GPU，英伟达的销售额激增，直到现在仍供不应求。</p><p>英伟达成了疯狂的“印钞机”，创始人黄仁勋也成为全球科技圈最炙手可热的超级巨星。这个被称为“最会赚钱”的华裔，每一次身穿黑色皮夹克出现在演讲台上，都会引起阵阵欢呼。</p><p>黄仁勋曾在访谈中承认自己会赚钱，并表示“赚钱不是那么困难，这是一种可学习的技能，其他人也可以做到”。而且在黄仁勋看来，<strong>英伟达赚钱的脚步不会停下。</strong></p><p>“伴随下一代Blackwell架构芯片的上市，公司正准备迎接下一波增长。”黄仁勋在财报中如是说。据透露，备受关注的Blackwell平台已经全面投产，2025财年第二季度有望开始<span>出货</span>。</p><p><strong>英伟达“史上最强财报”</strong></p><p><strong>英伟达最重要的创收，依然源自数据中心业务。</strong>该业务创下历史新高，在本季度中贡献了225亿美元的收入，同比增长427%。</p><p>英伟达CFO Colette Kress在财报电话会上解读称：“中心业务的增长源自于Hopper架构GPU（例如H100）出货量的增加。”他表示，不同细分领域客户的需求都十分强劲，其中企业和消费互联网公司的需求最为明显，大型云服务商在部署和提升其基础设施的同时也为数据中心带来收入提升。</p><p>英伟达其他几大核心业务也较为稳固：游戏和AI PC业务，*季度相关收入为26亿美元，同比增长18%；专业可视化业务营收为4.27亿美元，同比增长45%；汽车和<a href=\"https://laohu8.com/S/300024\">机器人</a>业务营收为3.29亿美元，同比增长11%。总体来看，这些业务与去年同期相比都实现了两位数增长。</p><p>最新财报显示，<strong>英伟达的主要客户来自<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、Meta、微软、Alphabet，</strong>它们占据了英伟达约40%的销售额。这些公司是人工智能竞赛中的重要竞争者，在AIGC领域的资本投入“壕”无人性。</p><p>Colette Kress在财报电话会上表示，公司为中国市场增加了不需要许可证的新产品。自去年美国出口新政颁布后，中国市场收入有明显影响。此前，英伟达针对中国市场推出绕开技术壁垒限制的“*版”GPU H20，3月份已经开始接受预订，但目前暂未出货。</p><p>黄仁勋在财报电话会上也承认中国市场成为英伟达目前的挑战——“英伟达在中国市场的表现确实在下降，因为英伟达最强的技术无法得以提供。这也使英伟达在中国市场遇到的竞争变得异常激烈。”</p><p>不仅赚钱，英伟达也在加大力度分钱。英伟达跟随财报宣布了拆股计划，1股拆10股，并将季度<span>分红</span>派息提高150%至每股10美分。英伟达预计，<strong>第二季度营收将达到280亿美元，</strong>此前分析师预期为266.1亿美元。</p><p><strong>“下一场工业革命已经开始”</strong></p><p>黄仁勋不怕不赚钱，<strong>因为他手里握着源源不断的新“弹药”，</strong>上至科技巨头，下至初创公司，都在门口排队等着掏钱。</p><p>自去年生成式AI带来爆发性需求后，英伟达的GPU芯片性能不断升级。大批公司苦苦排队追求A100 GPU和H100 GPU时，今年3月，黄仁勋又扔下一枚性能更先进、更快、更安全以及节能的“炸弹”——基于Blackwell架构的GPU芯片——B200和GB200系列。</p><p><a href=\"https://laohu8.com/S/HSBC\">汇丰</a>报告指出，<strong>英伟达的芯片定价进一步上涨，</strong>其中，GB200的ASP（平均售价）为60000美元至70000美元，而独立B100 GPU的ASP为30000美元至35000美元。</p><p>黄仁勋表示，随着下一代Blackwell架构芯片的上市，英伟达将迎来下一波增长。</p><p>“我们今年将（在业绩报告中）看到大量的Blackwell芯片收入。Blackwell芯片产品当前季度发货，三季度增产，四季度投放到数据中心。”黄仁勋在财报电话会中强调。</p><p>他也表达了市场对英伟达的需求压力，<strong>目前大约1.5万~2.0万家生成式AI初创公司，都在等待成为英伟达的客户，</strong>以期通过英伟达芯片来训练模型。</p><p>黄仁勋透露，马斯克在他这里购买了35000个GPU：“我们帮助<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>把它的AI训练集群拓展到了35000台H100 GPU，他们靠我们的基础设施取得了FSD（完全自动驾驶）在最近的FSD 12上基于视觉的突破。”</p><p>特斯拉最新财报也提及这一信息，已安装35000个英伟达的H100 GPU超级芯片，预计到今年年底这一数字将增长到85000个。</p><p>扎克伯格也表示，到今年年底，Meta将拥有价值数十亿美元的H100 GPU。</p><p>不过，几乎垄断的地位，并不意味着英伟达可以高枕无忧。<strong>无数投资人、创业者以及大公司都盯上了英伟达的生意。</strong></p><p>OpenAI CEO<a href=\"https://laohu8.com/S/300825\">阿尔特</a>曼试图筹集7万亿美元建设自己的芯片公司；日本软银创始人孙正义正寻求至多1000亿美元投资AI芯片公司；一家名为Groq的芯片公司研发的LPU（Language Processing Units，语言处理器）芯片号称比英伟达GPU快10倍；英伟达的老对手<a href=\"https://laohu8.com/S/INTC\">英特尔</a>、AMD也都在抢占份额，英伟达的大客户们也都在试图自研替代性芯片。</p><p>但在黄仁勋看来，他们当中一个能打的都没有。</p><p>“只有我们全面掌握所有的数据，我们建造了一切，每一个环节。我们是亲手建造了一切而不只是有好看的PPT。只有我们能规模化地优化这一切。这些在数据中心规模的、深度融合的知识，才是我们区分于其他人的最本质的东西。”他在财报电话会上说道。</p><p>作为这场AI浪潮中*的赢家，黄仁勋高呼<strong>“下一场工业革命已经开始</strong><strong>”</strong>。这次工业革命的核心在于首次大规模生产了一种全新的产物Token。Token即浮点数，具有巨大的价值，它们代表人工智能，可以被重新组合，转化为语言、蛋白质、化学品、图形、图像、视频、机器人驱动等多种形式。</p><p>人工智能将为几乎每个行业带来显著的生产力提升，而英伟达的角色是建造一个AI工厂，不只关于芯片，而是一个系统供应商。</p><p>参考资料：</p><p>《英伟达，暴增6倍！》，21世纪经济报道</p><p>《英伟达突发！净利同比暴增近630%，盘后股价涨破1000美元，“需求实在太高”，CEO：下一场工业革命已开始》，每日经济新闻</p><p>【本文由投资界合作伙伴中国企业家杂志授权发布，本平台仅提供信息存储服务。】如有任何疑问，请联系（editor@zero2ipo.com.cn）投资界处理。</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 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>最会赚钱的华裔，三个月吸金1880亿</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; 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.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最会赚钱的华裔，三个月吸金1880亿\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-24 13:26 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240524132932af8a1024&s=b><strong>中国企业家杂志</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月23日，英伟达交出了一份震惊全球商界的财报：截至今年4月28日的2025财年*财季，英伟达营收260亿美元（约合1880亿元人民币），较去年同期增长262%；利润更高达惊人的149亿美元（约合1078亿元人民币），与上年同期的20.43亿美元相比，大幅增长628%，倍增6倍。这是什么概念？2023整个财年，英伟达的收入也才270亿美元，而2025财年一个季度的收入就抵得上过去一年。更令人...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240524132932af8a1024&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4585":"ETF&股票定投概念","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) 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Zhou","avatar":"https://static.tigerbbs.com/6017eb23208be94e7f6a630c12ad324c","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4175820183498782","authorIdStr":"4175820183498782"},"themes":[],"htmlText":"你少了万吧，2.5万亿市值","listText":"你少了万吧，2.5万亿市值","text":"你少了万吧，2.5万亿市值","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309264554262824","repostId":"2437771130","repostType":2,"repost":{"id":"2437771130","pubTimestamp":1716528360,"share":"https://www.laohu8.com/m/news/2437771130?lang=&edition=full","pubTime":"2024-05-24 13:26","market":"us","language":"zh","title":"最会赚钱的华裔，三个月吸金1880亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2437771130","media":"中国企业家杂志","summary":"财报发布后，英伟达股价历史性突破1000美元，收于1037.99美元。这个被称为“最会赚钱”的华裔，每一次身穿黑色皮夹克出现在演讲台上，都会引起阵阵欢呼。英伟达跟随财报宣布了拆股计划，1股拆10股，并将季度分红派息提高150%至每股10美分。英伟达预计，第二季度营收将达到280亿美元，此前分析师预期为266.1亿美元。特斯拉最新财报也提及这一信息，已安装35000个英伟达的H100 GPU超级芯片，预计到今年年底这一数字将增长到85000个。","content":"<html><body><article><p>5月23日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>交出了一份震惊全球商界的财报：截至今年4月28日的2025财年*财季，英伟达营收260亿美元（约合1880亿元人民币），较去年同期增长262%；<strong>利润更高达惊人的149亿美元（约合1078亿元人民币），</strong>与上年同期的20.43亿美元相比，大幅增长628%，倍增6倍。</p><p>这是什么概念？2023整个财年，英伟达的收入也才270亿美元，而2025财年一个季度的收入就抵得上过去一年。更令人难以置信的是英伟达的利润率——英伟达一个季度净赚的钱，超过阿里、<a href=\"https://laohu8.com/S/00700\">腾讯</a>、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、小米最新季度<span>净利润</span>总和。</p><p>财报发布后，英伟达股价历史性突破1000美元，收于1037.99美元。2022年，英伟达股价*点仅107美元，两年增长了近10倍。而且投资人依然看好英伟达在资本市场的表现。</p><img src=\"https://fid-75186.picgzc.qpic.cn/20240524132932842v206nvcg4o1bwsp\"/><p>2024年5月23日英伟达股价。</p><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>将英伟达目标价从1000美元上调至1160美元，<a href=\"https://laohu8.com/S/WFC\">富国银行</a>将英伟达目标价从1150美元上调至1250美元，瑞穗将英伟达目标价从1000美元上调至1180美元，<a href=\"https://laohu8.com/S/GS\">高盛</a>将英伟达目标价从1100美元上调至1200美元。</p><p>截至发稿，英伟达最新市值达2.5亿美元，一天之内暴增近2200亿美元，超过德国所有上市公司市值总和，在美股市场仅次于<a href=\"https://laohu8.com/S/MSFT\">微软</a>和<a href=\"https://laohu8.com/S/AAPL\">苹果</a>。</p><p><strong>英伟达创始人黄仁勋的个人财富也因英伟达市值暴涨跃升至913亿美元，</strong>一举超越<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>创始人家族的三名继承人，升至全球富豪榜单的第17位。</p><p>一年前，ChatGPT引发了一场生成式AI的追逐潮，其中最为受益的就是英伟达——作为在“掘金”中提供“铲子”的角色，英伟达的GPU几乎无可替代，AI模型厂商们纷纷斥巨资购买英伟达的GPU，英伟达的销售额激增，直到现在仍供不应求。</p><p>英伟达成了疯狂的“印钞机”，创始人黄仁勋也成为全球科技圈最炙手可热的超级巨星。这个被称为“最会赚钱”的华裔，每一次身穿黑色皮夹克出现在演讲台上，都会引起阵阵欢呼。</p><p>黄仁勋曾在访谈中承认自己会赚钱，并表示“赚钱不是那么困难，这是一种可学习的技能，其他人也可以做到”。而且在黄仁勋看来，<strong>英伟达赚钱的脚步不会停下。</strong></p><p>“伴随下一代Blackwell架构芯片的上市，公司正准备迎接下一波增长。”黄仁勋在财报中如是说。据透露，备受关注的Blackwell平台已经全面投产，2025财年第二季度有望开始<span>出货</span>。</p><p><strong>英伟达“史上最强财报”</strong></p><p><strong>英伟达最重要的创收，依然源自数据中心业务。</strong>该业务创下历史新高，在本季度中贡献了225亿美元的收入，同比增长427%。</p><p>英伟达CFO Colette Kress在财报电话会上解读称：“中心业务的增长源自于Hopper架构GPU（例如H100）出货量的增加。”他表示，不同细分领域客户的需求都十分强劲，其中企业和消费互联网公司的需求最为明显，大型云服务商在部署和提升其基础设施的同时也为数据中心带来收入提升。</p><p>英伟达其他几大核心业务也较为稳固：游戏和AI PC业务，*季度相关收入为26亿美元，同比增长18%；专业可视化业务营收为4.27亿美元，同比增长45%；汽车和<a href=\"https://laohu8.com/S/300024\">机器人</a>业务营收为3.29亿美元，同比增长11%。总体来看，这些业务与去年同期相比都实现了两位数增长。</p><p>最新财报显示，<strong>英伟达的主要客户来自<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、Meta、微软、Alphabet，</strong>它们占据了英伟达约40%的销售额。这些公司是人工智能竞赛中的重要竞争者，在AIGC领域的资本投入“壕”无人性。</p><p>Colette Kress在财报电话会上表示，公司为中国市场增加了不需要许可证的新产品。自去年美国出口新政颁布后，中国市场收入有明显影响。此前，英伟达针对中国市场推出绕开技术壁垒限制的“*版”GPU H20，3月份已经开始接受预订，但目前暂未出货。</p><p>黄仁勋在财报电话会上也承认中国市场成为英伟达目前的挑战——“英伟达在中国市场的表现确实在下降，因为英伟达最强的技术无法得以提供。这也使英伟达在中国市场遇到的竞争变得异常激烈。”</p><p>不仅赚钱，英伟达也在加大力度分钱。英伟达跟随财报宣布了拆股计划，1股拆10股，并将季度<span>分红</span>派息提高150%至每股10美分。英伟达预计，<strong>第二季度营收将达到280亿美元，</strong>此前分析师预期为266.1亿美元。</p><p><strong>“下一场工业革命已经开始”</strong></p><p>黄仁勋不怕不赚钱，<strong>因为他手里握着源源不断的新“弹药”，</strong>上至科技巨头，下至初创公司，都在门口排队等着掏钱。</p><p>自去年生成式AI带来爆发性需求后，英伟达的GPU芯片性能不断升级。大批公司苦苦排队追求A100 GPU和H100 GPU时，今年3月，黄仁勋又扔下一枚性能更先进、更快、更安全以及节能的“炸弹”——基于Blackwell架构的GPU芯片——B200和GB200系列。</p><p><a href=\"https://laohu8.com/S/HSBC\">汇丰</a>报告指出，<strong>英伟达的芯片定价进一步上涨，</strong>其中，GB200的ASP（平均售价）为60000美元至70000美元，而独立B100 GPU的ASP为30000美元至35000美元。</p><p>黄仁勋表示，随着下一代Blackwell架构芯片的上市，英伟达将迎来下一波增长。</p><p>“我们今年将（在业绩报告中）看到大量的Blackwell芯片收入。Blackwell芯片产品当前季度发货，三季度增产，四季度投放到数据中心。”黄仁勋在财报电话会中强调。</p><p>他也表达了市场对英伟达的需求压力，<strong>目前大约1.5万~2.0万家生成式AI初创公司，都在等待成为英伟达的客户，</strong>以期通过英伟达芯片来训练模型。</p><p>黄仁勋透露，马斯克在他这里购买了35000个GPU：“我们帮助<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>把它的AI训练集群拓展到了35000台H100 GPU，他们靠我们的基础设施取得了FSD（完全自动驾驶）在最近的FSD 12上基于视觉的突破。”</p><p>特斯拉最新财报也提及这一信息，已安装35000个英伟达的H100 GPU超级芯片，预计到今年年底这一数字将增长到85000个。</p><p>扎克伯格也表示，到今年年底，Meta将拥有价值数十亿美元的H100 GPU。</p><p>不过，几乎垄断的地位，并不意味着英伟达可以高枕无忧。<strong>无数投资人、创业者以及大公司都盯上了英伟达的生意。</strong></p><p>OpenAI CEO<a href=\"https://laohu8.com/S/300825\">阿尔特</a>曼试图筹集7万亿美元建设自己的芯片公司；日本软银创始人孙正义正寻求至多1000亿美元投资AI芯片公司；一家名为Groq的芯片公司研发的LPU（Language Processing Units，语言处理器）芯片号称比英伟达GPU快10倍；英伟达的老对手<a href=\"https://laohu8.com/S/INTC\">英特尔</a>、AMD也都在抢占份额，英伟达的大客户们也都在试图自研替代性芯片。</p><p>但在黄仁勋看来，他们当中一个能打的都没有。</p><p>“只有我们全面掌握所有的数据，我们建造了一切，每一个环节。我们是亲手建造了一切而不只是有好看的PPT。只有我们能规模化地优化这一切。这些在数据中心规模的、深度融合的知识，才是我们区分于其他人的最本质的东西。”他在财报电话会上说道。</p><p>作为这场AI浪潮中*的赢家，黄仁勋高呼<strong>“下一场工业革命已经开始</strong><strong>”</strong>。这次工业革命的核心在于首次大规模生产了一种全新的产物Token。Token即浮点数，具有巨大的价值，它们代表人工智能，可以被重新组合，转化为语言、蛋白质、化学品、图形、图像、视频、机器人驱动等多种形式。</p><p>人工智能将为几乎每个行业带来显著的生产力提升，而英伟达的角色是建造一个AI工厂，不只关于芯片，而是一个系统供应商。</p><p>参考资料：</p><p>《英伟达，暴增6倍！》，21世纪经济报道</p><p>《英伟达突发！净利同比暴增近630%，盘后股价涨破1000美元，“需求实在太高”，CEO：下一场工业革命已开始》，每日经济新闻</p><p>【本文由投资界合作伙伴中国企业家杂志授权发布，本平台仅提供信息存储服务。】如有任何疑问，请联系（editor@zero2ipo.com.cn）投资界处理。</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 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\" 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.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最会赚钱的华裔，三个月吸金1880亿\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-24 13:26 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240524132932af8a1024&s=b><strong>中国企业家杂志</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>5月23日，英伟达交出了一份震惊全球商界的财报：截至今年4月28日的2025财年*财季，英伟达营收260亿美元（约合1880亿元人民币），较去年同期增长262%；利润更高达惊人的149亿美元（约合1078亿元人民币），与上年同期的20.43亿美元相比，大幅增长628%，倍增6倍。这是什么概念？2023整个财年，英伟达的收入也才270亿美元，而2025财年一个季度的收入就抵得上过去一年。更令人...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240524132932af8a1024&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4585":"ETF&股票定投概念","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) 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Acc"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240524132932af8a1024&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2437771130","content_text":"5月23日，英伟达交出了一份震惊全球商界的财报：截至今年4月28日的2025财年*财季，英伟达营收260亿美元（约合1880亿元人民币），较去年同期增长262%；利润更高达惊人的149亿美元（约合1078亿元人民币），与上年同期的20.43亿美元相比，大幅增长628%，倍增6倍。这是什么概念？2023整个财年，英伟达的收入也才270亿美元，而2025财年一个季度的收入就抵得上过去一年。更令人难以置信的是英伟达的利润率——英伟达一个季度净赚的钱，超过阿里、腾讯、百度、小米最新季度净利润总和。财报发布后，英伟达股价历史性突破1000美元，收于1037.99美元。2022年，英伟达股价*点仅107美元，两年增长了近10倍。而且投资人依然看好英伟达在资本市场的表现。2024年5月23日英伟达股价。摩根士丹利将英伟达目标价从1000美元上调至1160美元，富国银行将英伟达目标价从1150美元上调至1250美元，瑞穗将英伟达目标价从1000美元上调至1180美元，高盛将英伟达目标价从1100美元上调至1200美元。截至发稿，英伟达最新市值达2.5亿美元，一天之内暴增近2200亿美元，超过德国所有上市公司市值总和，在美股市场仅次于微软和苹果。英伟达创始人黄仁勋的个人财富也因英伟达市值暴涨跃升至913亿美元，一举超越沃尔玛创始人家族的三名继承人，升至全球富豪榜单的第17位。一年前，ChatGPT引发了一场生成式AI的追逐潮，其中最为受益的就是英伟达——作为在“掘金”中提供“铲子”的角色，英伟达的GPU几乎无可替代，AI模型厂商们纷纷斥巨资购买英伟达的GPU，英伟达的销售额激增，直到现在仍供不应求。英伟达成了疯狂的“印钞机”，创始人黄仁勋也成为全球科技圈最炙手可热的超级巨星。这个被称为“最会赚钱”的华裔，每一次身穿黑色皮夹克出现在演讲台上，都会引起阵阵欢呼。黄仁勋曾在访谈中承认自己会赚钱，并表示“赚钱不是那么困难，这是一种可学习的技能，其他人也可以做到”。而且在黄仁勋看来，英伟达赚钱的脚步不会停下。“伴随下一代Blackwell架构芯片的上市，公司正准备迎接下一波增长。”黄仁勋在财报中如是说。据透露，备受关注的Blackwell平台已经全面投产，2025财年第二季度有望开始出货。英伟达“史上最强财报”英伟达最重要的创收，依然源自数据中心业务。该业务创下历史新高，在本季度中贡献了225亿美元的收入，同比增长427%。英伟达CFO Colette Kress在财报电话会上解读称：“中心业务的增长源自于Hopper架构GPU（例如H100）出货量的增加。”他表示，不同细分领域客户的需求都十分强劲，其中企业和消费互联网公司的需求最为明显，大型云服务商在部署和提升其基础设施的同时也为数据中心带来收入提升。英伟达其他几大核心业务也较为稳固：游戏和AI PC业务，*季度相关收入为26亿美元，同比增长18%；专业可视化业务营收为4.27亿美元，同比增长45%；汽车和机器人业务营收为3.29亿美元，同比增长11%。总体来看，这些业务与去年同期相比都实现了两位数增长。最新财报显示，英伟达的主要客户来自亚马逊、Meta、微软、Alphabet，它们占据了英伟达约40%的销售额。这些公司是人工智能竞赛中的重要竞争者，在AIGC领域的资本投入“壕”无人性。Colette Kress在财报电话会上表示，公司为中国市场增加了不需要许可证的新产品。自去年美国出口新政颁布后，中国市场收入有明显影响。此前，英伟达针对中国市场推出绕开技术壁垒限制的“*版”GPU H20，3月份已经开始接受预订，但目前暂未出货。黄仁勋在财报电话会上也承认中国市场成为英伟达目前的挑战——“英伟达在中国市场的表现确实在下降，因为英伟达最强的技术无法得以提供。这也使英伟达在中国市场遇到的竞争变得异常激烈。”不仅赚钱，英伟达也在加大力度分钱。英伟达跟随财报宣布了拆股计划，1股拆10股，并将季度分红派息提高150%至每股10美分。英伟达预计，第二季度营收将达到280亿美元，此前分析师预期为266.1亿美元。“下一场工业革命已经开始”黄仁勋不怕不赚钱，因为他手里握着源源不断的新“弹药”，上至科技巨头，下至初创公司，都在门口排队等着掏钱。自去年生成式AI带来爆发性需求后，英伟达的GPU芯片性能不断升级。大批公司苦苦排队追求A100 GPU和H100 GPU时，今年3月，黄仁勋又扔下一枚性能更先进、更快、更安全以及节能的“炸弹”——基于Blackwell架构的GPU芯片——B200和GB200系列。汇丰报告指出，英伟达的芯片定价进一步上涨，其中，GB200的ASP（平均售价）为60000美元至70000美元，而独立B100 GPU的ASP为30000美元至35000美元。黄仁勋表示，随着下一代Blackwell架构芯片的上市，英伟达将迎来下一波增长。“我们今年将（在业绩报告中）看到大量的Blackwell芯片收入。Blackwell芯片产品当前季度发货，三季度增产，四季度投放到数据中心。”黄仁勋在财报电话会中强调。他也表达了市场对英伟达的需求压力，目前大约1.5万~2.0万家生成式AI初创公司，都在等待成为英伟达的客户，以期通过英伟达芯片来训练模型。黄仁勋透露，马斯克在他这里购买了35000个GPU：“我们帮助特斯拉把它的AI训练集群拓展到了35000台H100 GPU，他们靠我们的基础设施取得了FSD（完全自动驾驶）在最近的FSD 12上基于视觉的突破。”特斯拉最新财报也提及这一信息，已安装35000个英伟达的H100 GPU超级芯片，预计到今年年底这一数字将增长到85000个。扎克伯格也表示，到今年年底，Meta将拥有价值数十亿美元的H100 GPU。不过，几乎垄断的地位，并不意味着英伟达可以高枕无忧。无数投资人、创业者以及大公司都盯上了英伟达的生意。OpenAI CEO阿尔特曼试图筹集7万亿美元建设自己的芯片公司；日本软银创始人孙正义正寻求至多1000亿美元投资AI芯片公司；一家名为Groq的芯片公司研发的LPU（Language Processing Units，语言处理器）芯片号称比英伟达GPU快10倍；英伟达的老对手英特尔、AMD也都在抢占份额，英伟达的大客户们也都在试图自研替代性芯片。但在黄仁勋看来，他们当中一个能打的都没有。“只有我们全面掌握所有的数据，我们建造了一切，每一个环节。我们是亲手建造了一切而不只是有好看的PPT。只有我们能规模化地优化这一切。这些在数据中心规模的、深度融合的知识，才是我们区分于其他人的最本质的东西。”他在财报电话会上说道。作为这场AI浪潮中*的赢家，黄仁勋高呼“下一场工业革命已经开始”。这次工业革命的核心在于首次大规模生产了一种全新的产物Token。Token即浮点数，具有巨大的价值，它们代表人工智能，可以被重新组合，转化为语言、蛋白质、化学品、图形、图像、视频、机器人驱动等多种形式。人工智能将为几乎每个行业带来显著的生产力提升，而英伟达的角色是建造一个AI工厂，不只关于芯片，而是一个系统供应商。参考资料：《英伟达，暴增6倍！》，21世纪经济报道《英伟达突发！净利同比暴增近630%，盘后股价涨破1000美元，“需求实在太高”，CEO：下一场工业革命已开始》，每日经济新闻【本文由投资界合作伙伴中国企业家杂志授权发布，本平台仅提供信息存储服务。】如有任何疑问，请联系（editor@zero2ipo.com.cn）投资界处理。","news_type":1},"isVote":1,"tweetType":1,"viewCount":772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296075559326040,"gmtCreate":1713314114645,"gmtModify":1713314653228,"author":{"id":"4175820183498782","authorId":"4175820183498782","name":"Larry 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