这篇文章不错，转发给_老虎社区_美港股上老虎 - 老虎社区

这篇文章不错，转发给大家看看

@价值投资为王：科技巨头加码AI，英伟达继续赢麻！

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":331054524526672,"tweetId":"331054524526672","gmtCreate":1721830599816,"gmtModify":1721830601299,"author":{"id":3573325047854143,"idStr":"3573325047854143","authorId":3573325047854143,"authorIdStr":"3573325047854143","name":"火火先生","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body>这篇文章不错，转发给大家看看</body></html>","htmlText":"<html><head></head><body>这篇文章不错，转发给大家看看</body></html>","text":"这篇文章不错，转发给大家看看","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/331054524526672","repostId":331025158947032,"repostType":1,"repost":{"magic":2,"id":331025158947032,"tweetId":"331025158947032","gmtCreate":1721823706682,"gmtModify":1721823745098,"author":{"id":21347731130544,"idStr":"21347731130544","authorId":21347731130544,"authorIdStr":"21347731130544","name":"价值投资为王","avatar":"https://static.tigerbbs.com/89ffffc59ff9ac9cb9cb74f596418d44","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":5,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"社区优质创作者：发表过3篇及以上精华帖，且30天内发表过至少一篇精华帖并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.12.24","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"}}],"fanSize":45417,"starInvestorFlag":false},"themes":[{"themeId":"7e9716bb420746a7933e51022ee4d9cb","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"特斯拉首次被反超！“电车一哥”是比亚迪吗？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":7e9716bb420746a7933e51022ee4d9cb}&rnconfig={\"headerBarHidden\": true}","description":"昨晚比亚迪发布了2024年Q3业绩，值得一提的是，比亚迪首次季度营收超过了特斯拉（2024Q3，比亚迪营收约2011亿元人民币，特斯拉约1793亿元人民币），但现在利润比亚迪还处于落后。【比亚迪Q3销量大增，你看好其后市增速持续超越特斯拉吗？电车一哥，到底该是谁？】","image":"https://static.tigerbbs.com/75a7dadfbdc5385d5de164c544786e01"}],"images":[{"img":"https://static.tigerbbs.com/ad6bd6015c718864da844c831889f2df","width":"1345","height":"598"},{"img":"https://static.tigerbbs.com/e04c030fffa165eada855692b61f22d0","width":"885","height":"439"}],"coverImages":[{"img":"https://static.tigerbbs.com/ad6bd6015c718864da844c831889f2df","width":"1345","height":"598"}],"title":"科技巨头加码AI，英伟达继续赢麻！","html":"<html><head></head><body><p>周二，谷歌、特斯拉两大科技巨头公布财报，其中，谷歌业绩超预期，而特斯拉却推迟了Robotaxi，导致股价大跌！</p>\n<p>谷歌的业绩也有瑕疵，比如Youtube广告收入未达预期。</p>\n<p>财报公布后，两大巨头的股价出现明显下跌。</p>\n<p>关于财报，已经有很多分析内容，这里不再赘述，今天来聊聊通过谷歌和特斯拉的财报，我们能捕捉到怎样的AI趋势？</p>\n<p>先来看谷歌，今年二季度，谷歌的资本支出达到了132亿美元，创历史记录，同比暴增91%！</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad6bd6015c718864da844c831889f2df\" tg-width=\"1345\" tg-height=\"598\"></p>\n<p>巨额资本开支主要用于AI投资，有分析认为，当前的AI技术还处于早期阶段，尚未看到大规模的应用场景，有投资者担忧过高的投入是否会造成投资损失。</p>\n<p>谷歌CEO Sundar Pichai认为，当前AI确实处于早期阶段，但如果不积极投资，谷歌很难承担投资不足带来的风险。</p>\n<p>而且，他认为AI基础设施有很长的生命周期，潜台词是不用担心浪费！</p>\n<p>特斯拉对AI 的投入更直观且猛烈，在二季报中，公司计划在今年年底将AI训练能力较当前至少提升2倍！</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e04c030fffa165eada855692b61f22d0\" tg-width=\"885\" tg-height=\"439\"></p>\n<p>由此来看，科技巨头的AI竞赛尚未结束，英伟达或继续赢麻了！ <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> </p></body></html>","htmlText":"<html><head></head><body><p>周二，谷歌、特斯拉两大科技巨头公布财报，其中，谷歌业绩超预期，而特斯拉却推迟了Robotaxi，导致股价大跌！</p>\n<p>谷歌的业绩也有瑕疵，比如Youtube广告收入未达预期。</p>\n<p>财报公布后，两大巨头的股价出现明显下跌。</p>\n<p>关于财报，已经有很多分析内容，这里不再赘述，今天来聊聊通过谷歌和特斯拉的财报，我们能捕捉到怎样的AI趋势？</p>\n<p>先来看谷歌，今年二季度，谷歌的资本支出达到了132亿美元，创历史记录，同比暴增91%！</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ad6bd6015c718864da844c831889f2df\" tg-width=\"1345\" tg-height=\"598\"></p>\n<p>巨额资本开支主要用于AI投资，有分析认为，当前的AI技术还处于早期阶段，尚未看到大规模的应用场景，有投资者担忧过高的投入是否会造成投资损失。</p>\n<p>谷歌CEO Sundar Pichai认为，当前AI确实处于早期阶段，但如果不积极投资，谷歌很难承担投资不足带来的风险。</p>\n<p>而且，他认为AI基础设施有很长的生命周期，潜台词是不用担心浪费！</p>\n<p>特斯拉对AI 的投入更直观且猛烈，在二季报中，公司计划在今年年底将AI训练能力较当前至少提升2倍！</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e04c030fffa165eada855692b61f22d0\" tg-width=\"885\" tg-height=\"439\"></p>\n<p>由此来看，科技巨头的AI竞赛尚未结束，英伟达或继续赢麻了！ <a href=\"https://laohu8.com/S/GOOG\">$谷歌(GOOG)$</a> <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> </p></body></html>","text":"周二，谷歌、特斯拉两大科技巨头公布财报，其中，谷歌业绩超预期，而特斯拉却推迟了Robotaxi，导致股价大跌！ 谷歌的业绩也有瑕疵，比如Youtube广告收入未达预期。 财报公布后，两大巨头的股价出现明显下跌。 关于财报，已经有很多分析内容，这里不再赘述，今天来聊聊通过谷歌和特斯拉的财报，我们能捕捉到怎样的AI趋势？ 先来看谷歌，今年二季度，谷歌的资本支出达到了132亿美元，创历史记录，同比暴增91%！ 巨额资本开支主要用于AI投资，有分析认为，当前的AI技术还处于早期阶段，尚未看到大规模的应用场景，有投资者担忧过高的投入是否会造成投资损失。 谷歌CEO Sundar Pichai认为，当前AI确实处于早期阶段，但如果不积极投资，谷歌很难承担投资不足带来的风险。 而且，他认为AI基础设施有很长的生命周期，潜台词是不用担心浪费！ 特斯拉对AI 的投入更直观且猛烈，在二季报中，公司计划在今年年底将AI训练能力较当前至少提升2倍！ 由此来看，科技巨头的AI竞赛尚未结束，英伟达或继续赢麻了！ $谷歌(GOOG)$ $特斯拉(TSLA)$ $英伟达(NVDA)$","highlighted":1,"essential":2,"paper":2,"link":"https://laohu8.com/post/331025158947032","repostId":0,"isVote":1,"tweetType":1,"commentLimit":10,"symbols":["NVDA","TSLA","GOOG"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":820,"xxTargetLangEnum":"ZH_CN"},"isVote":1,"tweetType":1,"viewCount":361,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":27,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/331054524526672"}