CES 2025大会来袭！哪家公司能开年大涨？ - 老虎社区

01-07

$美光科技(MU)$ 美光是这款GPU的唯一供应商吗？为啥只提到美光，没提其他供应商呢？

三藏大法师

01-07

$英伟达(NVDA)$ 看老黄的演讲，英伟达好像没有天花板似的。AI的底层硬件都是他们做的，上层的应用软件，比如大模型、自动驾驶这些，对他们来说都是轻而易举的事.

01-07

$美国超微公司(AMD)$ 提到CES必须得cue一下AMD，期待AMD2025年来个全面AI化、GPU飞升，AMD的股价可就真要像坐了喷气背包一样往上冲。现在可以买入开始期待了

01-11

崩盘，2025美股中房崩盘

三藏大法师

01-06

$美国超微公司(AMD)$ 时间会不会这么巧啊？正准备起来就赶上CES了，会不会这一切都是华尔街大鳄的安排？之前跌成那样都是为了吸筹？

老刘该睡了

01-07

$美光科技(MU)$ 最近存储需求又被AI云计算给推起来，如果美光能在CES上爆点新技术，股价直接起飞。不过还是得稳一点，毕竟存储价格波动常常跟过山车似的

01-06

$英伟达(NVDA)$ $英特尔(INTC)$ 刚看了下CES的目录，感觉没啥亮点，Intel的几个演讲也没什么新意，只有一个关于AI PC的演讲和产品链相关的内容还行.

01-06

$英特尔(INTC)$ 英特尔应该是要在新一代 CPU 和 GPU 上搞点大动作，要是能让市场认可到英特尔的价值，股价或许能小爆一波。

01-07

这么一来4090价格必跌这个时候3080更是降至冰点，那么2080就是不错的选择，此时正是入手1050的好时机呀。

01-06

我认为英伟达，Amd两家科技公司有新产品发布，股价会涨，我已加仓Amd

01-07

看好AMD和甲骨文伴随AMD新品加入和达成一致标的25年大涨可期。

01-07

英伟达和腾讯有什么关联吗。。。你干脆说美国科技和外星人科技

01-06

毫无疑问还是英伟达了，微软这800亿美元是什么概念，直接梭哈

01-06

要留点存货给新CEO来说，不然都吧吧吧说完了…新CEO来了说啥

爆赚的十七

01-07

能比么，制裁英伟达的是谁，制裁腾讯的是谁

美股混饭吃

01-07

东施和西施你会选哪个？还用思考吗

飞驰西海岸

01-06

你看看他持续跌了多少年了

01-06

看好英伟达，期待5090

01-07

美光大涨吧，哈哈

01-06

ces是什么

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$美国超微公司(AMD)$ $高通(QCOM)$ $英特尔(INTC)$ 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|张马也 编辑 |德新 2025年伊始，如果说这年智能驾驶有什么确定性的关键词，那「端到端智驾」与「大模型上车」一定是排序最靠前的那两个。 上年末，一部分车企已经推送了基于端到端大模型架构的智驾系统，而2025年将是端到端智驾开始普及的年份。 由端到端的神经网络驱动的新一代智驾系统，它不仅仅是车端算法的竞争，也是围绕计算平台、云端训练、数据闭环全链路的竞争。作为车企发力端到端智驾的基石，高算力的智驾芯片，是其中核心的要素。 12月30日，黑芝麻智能发布新一代智能驾驶计算平台——华山A2000家族，展现了其在高阶智能驾驶领域的野心。目前，黑芝麻智能的计算平台主要分为两条线： 一是武当系列，以C1200家族为代表，将标准化的智能驾驶和座舱能力，融合到一个芯片中，帮助车企实现高性价比的舱驾融合，助力智驾普及； 二是华山系列，尤其A2000家族瞄准行业最前沿的技术，帮助车企落地最新的算法需求。 这次推出的华山A2000家族，就是黑芝麻针对新一代高阶智驾的计算需求，给出的最优解答。 它包括三款产品，针对不同级别的智驾方案需求： A2000 Lite，主打极致性价比，支持城市NOA解决方案； A2000，作为新一代旗舰级的算力平台，支持各种复杂场景通识智驾； A2000 Pro，进一步翻倍算力和性能，面向高阶全场景通识智驾甚至Robotaxi场景设计。 黑芝麻智能提出的全场景通识智驾概念，基于知识范式将驾驶场景的信息引入到知识增强的表示空间中，这些信息可以被推导为场景语义空间中的通用知识，随后通过知识的反映来推断场景，从而指导实现更好的智能驾驶体验。 也就是说，让AI模型具备人类的常识和知识，进而影响场景里的决策，让车开得比老司机还好。 通识智驾具备实现高级感知、决策和执行的通用能力，能够全面覆盖城市道路、高速公路、昼夜变化以及各种气候条件的不同场景。 黑芝麻智能产品副总裁丁丁对","listText":"作者 |张马也 编辑 |德新 2025年伊始，如果说这年智能驾驶有什么确定性的关键词，那「端到端智驾」与「大模型上车」一定是排序最靠前的那两个。 上年末，一部分车企已经推送了基于端到端大模型架构的智驾系统，而2025年将是端到端智驾开始普及的年份。 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Electronics Show） 是全球规模最大、影响力最广泛的消费电子技术展览会之一，通常每年1月在美国拉斯维加斯举办。该展会由美国消费技术协会（CTA）主办，吸引了全球各大科技公司、创业公司、投资者、媒体和消费者参与。2025年的CES大会将于2025年1月7日至10日在美国拉斯维加斯举行。1. CES大会的主要特点：新产品发布： 众多全球科技公司会在CES上发布他们的最新产品或技术创新。展品涵盖了从智能家居、自动驾驶汽车、虚拟现实、人工智能、机器人到可穿戴设备、健康技术、5G技术等多个领域。技术趋势展示： CES不仅是一个展览平台，更是全球消费电子行业的风向标。参展的公司展示的是未来的技术趋势，许多新兴技术、创新产品都会首次亮相。跨界合作： CES也展示了不同领域、不同产业之间的合作，例如汽车产业与科技公司在自动驾驶和车联网领域的合作，医疗健康领域与科技的结合等。2. CES大会上的技术亮点（2025年的可能趋势）尽管具体展品和发布的产品要到展会举办时才能知晓，但以下是一些可能会在2025 CES大会上引起关注的趋势：人工智能与机器学习： 今年的CES可能会看到AI技术的进一步发展和应用，尤其是在自动驾驶、健康监测、智能家居、语音助手等领域的升级。量子计算： 尽管量子计算还处于早期阶段，但科技公司可能会展示如何将量子技术应用到消费电子和数据处理领域。自动驾驶与电动车： 2025年将是自动驾驶和电动车技术更加成熟的一年，汽车厂商和科技公司可能会在展会上展示新的自动驾驶技术、智能车载系统和电动汽车设计。虚拟现实与增强现实： 随着Meta（前Facebook）、Sony、Apple等公司推动VR/AR产品的商用化，这一领域在CES上的展示将会非常引人注目，特别是在游戏、娱乐、教育和远程办公等应用场景。5G与边缘计算： 5G技术的普","listText":"CES大会（消费电子展，Consumer Electronics Show） 是全球规模最大、影响力最广泛的消费电子技术展览会之一，通常每年1月在美国拉斯维加斯举办。该展会由美国消费技术协会（CTA）主办，吸引了全球各大科技公司、创业公司、投资者、媒体和消费者参与。2025年的CES大会将于2025年1月7日至10日在美国拉斯维加斯举行。1. CES大会的主要特点：新产品发布： 众多全球科技公司会在CES上发布他们的最新产品或技术创新。展品涵盖了从智能家居、自动驾驶汽车、虚拟现实、人工智能、机器人到可穿戴设备、健康技术、5G技术等多个领域。技术趋势展示： CES不仅是一个展览平台，更是全球消费电子行业的风向标。参展的公司展示的是未来的技术趋势，许多新兴技术、创新产品都会首次亮相。跨界合作： CES也展示了不同领域、不同产业之间的合作，例如汽车产业与科技公司在自动驾驶和车联网领域的合作，医疗健康领域与科技的结合等。2. CES大会上的技术亮点（2025年的可能趋势）尽管具体展品和发布的产品要到展会举办时才能知晓，但以下是一些可能会在2025 CES大会上引起关注的趋势：人工智能与机器学习： 今年的CES可能会看到AI技术的进一步发展和应用，尤其是在自动驾驶、健康监测、智能家居、语音助手等领域的升级。量子计算： 尽管量子计算还处于早期阶段，但科技公司可能会展示如何将量子技术应用到消费电子和数据处理领域。自动驾驶与电动车： 2025年将是自动驾驶和电动车技术更加成熟的一年，汽车厂商和科技公司可能会在展会上展示新的自动驾驶技术、智能车载系统和电动汽车设计。虚拟现实与增强现实： 随着Meta（前Facebook）、Sony、Apple等公司推动VR/AR产品的商用化，这一领域在CES上的展示将会非常引人注目，特别是在游戏、娱乐、教育和远程办公等应用场景。5G与边缘计算： 5G技术的普","text":"CES大会（消费电子展，Consumer Electronics Show） 是全球规模最大、影响力最广泛的消费电子技术展览会之一，通常每年1月在美国拉斯维加斯举办。该展会由美国消费技术协会（CTA）主办，吸引了全球各大科技公司、创业公司、投资者、媒体和消费者参与。2025年的CES大会将于2025年1月7日至10日在美国拉斯维加斯举行。1. CES大会的主要特点：新产品发布： 众多全球科技公司会在CES上发布他们的最新产品或技术创新。展品涵盖了从智能家居、自动驾驶汽车、虚拟现实、人工智能、机器人到可穿戴设备、健康技术、5G技术等多个领域。技术趋势展示： CES不仅是一个展览平台，更是全球消费电子行业的风向标。参展的公司展示的是未来的技术趋势，许多新兴技术、创新产品都会首次亮相。跨界合作： CES也展示了不同领域、不同产业之间的合作，例如汽车产业与科技公司在自动驾驶和车联网领域的合作，医疗健康领域与科技的结合等。2. CES大会上的技术亮点（2025年的可能趋势）尽管具体展品和发布的产品要到展会举办时才能知晓，但以下是一些可能会在2025 CES大会上引起关注的趋势：人工智能与机器学习： 今年的CES可能会看到AI技术的进一步发展和应用，尤其是在自动驾驶、健康监测、智能家居、语音助手等领域的升级。量子计算： 尽管量子计算还处于早期阶段，但科技公司可能会展示如何将量子技术应用到消费电子和数据处理领域。自动驾驶与电动车： 2025年将是自动驾驶和电动车技术更加成熟的一年，汽车厂商和科技公司可能会在展会上展示新的自动驾驶技术、智能车载系统和电动汽车设计。虚拟现实与增强现实： 随着Meta（前Facebook）、Sony、Apple等公司推动VR/AR产品的商用化，这一领域在CES上的展示将会非常引人注目，特别是在游戏、娱乐、教育和远程办公等应用场景。5G与边缘计算： 5G技术的普","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389619678502976","isVote":1,"tweetType":1,"viewCount":2244,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":389701926334616,"gmtCreate":1736149695843,"gmtModify":1736149698033,"author":{"id":"4100597888111170","authorId":"4100597888111170","name":"睿樵","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":8,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4100597888111170","authorIdStr":"4100597888111170"},"themes":[],"htmlText":"我认为英伟达，Amd两家科技公司有新产品发布，股价会涨，我已加仓Amd","listText":"我认为英伟达，Amd两家科技公司有新产品发布，股价会涨，我已加仓Amd","text":"我认为英伟达，Amd两家科技公司有新产品发布，股价会涨，我已加仓Amd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/389701926334616","isVote":1,"tweetType":1,"viewCount":2096,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":389591298789416,"gmtCreate":1736144128805,"gmtModify":1736170489198,"author":{"id":"4191971567404220","authorId":"4191971567404220","name":"James黄佳仁","avatar":"https://static.tigerbbs.com/d4ba4ac5d09af1e4394d211168995dbe","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4191971567404220","authorIdStr":"4191971567404220"},"themes":[],"title":"美股市场洞察周报：消费电子展（CES）将提振AI投资情绪","htmlText":"• 上周， <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 和 <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> 分别下跌了0.45%和0.67%，圣诞老人行情暂时停歇。• 市场主要影响因素包括 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> （下跌4.79%）、 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>（下跌4.92%）、 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> （下跌1.67%）、 <a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a> （下跌3.81%）、 <a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$</a> （下跌2.92%）、 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> （上涨5.44%）、 <a href=\"https://laohu8.com/S/CEG\">$Constellation Energy Corp(CEG)$</a> （上涨11.42%）、 <a href=\"https://laohu8.com/S/VST\">$Vistra Energy Corp.(VST)$</a> （上涨16.24%）、 <a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a> （上涨5.66%）和","listText":"• 上周， <a href=\"https://laohu8.com/S/.SPX\">$标普500(.SPX)$</a> 和 <a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$</a> 分别下跌了0.45%和0.67%，圣诞老人行情暂时停歇。• 市场主要影响因素包括 <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> （下跌4.79%）、 <a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a>（下跌4.92%）、 <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> （下跌1.67%）、 <a href=\"https://laohu8.com/S/AVGO\">$博通(AVGO)$</a> （下跌3.81%）、 <a href=\"https://laohu8.com/S/NFLX\">$奈飞(NFLX)$</a> （下跌2.92%）、 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> （上涨5.44%）、 <a href=\"https://laohu8.com/S/CEG\">$Constellation Energy Corp(CEG)$</a> （上涨11.42%）、 <a href=\"https://laohu8.com/S/VST\">$Vistra Energy Corp.(VST)$</a> （上涨16.24%）、 <a href=\"https://laohu8.com/S/U\">$Unity Software Inc.(U)$</a> （上涨5.66%）和","text":"• 上周， $标普500(.SPX)$ 和 $纳斯达克100指数(NDX)$ 分别下跌了0.45%和0.67%，圣诞老人行情暂时停歇。• 市场主要影响因素包括 $苹果(AAPL)$ （下跌4.79%）、 $特斯拉(TSLA)$（下跌4.92%）、 $微软(MSFT)$ （下跌1.67%）、 $博通(AVGO)$ （下跌3.81%）、 $奈飞(NFLX)$ （下跌2.92%）、 $英伟达(NVDA)$ （上涨5.44%）、 $Constellation Energy Corp(CEG)$ （上涨11.42%）、 $Vistra Energy Corp.(VST)$ （上涨16.24%）、 $Unity Software Inc.(U)$ （上涨5.66%）和","images":[{"img":"https://static.tigerbbs.com/bf660de6ad4ada7410cd4777e57cd0d9"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":11,"commentSize":2,"repostSize":16,"link":"https://laohu8.com/post/389591298789416","isVote":1,"tweetType":1,"viewCount":28596,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3489022338988536","authorId":"3489022338988536","name":"一場遊戯一場夢","avatar":"https://static.tigerbbs.com/a81764647d52fe7b2874290802b025b7","crmLevel":2,"crmLevelSwitch":1,"idStr":"3489022338988536","authorIdStr":"3489022338988536"},"content":"机器人模块，居然没有关注，分析失误？ $Nauticus Robotics, Inc.(KITT)$ $GUARDFORCE AI CO., LIMITED(GFAI)$ $Richtech Robotics(RR)$ $Lifeward Ltd(LFWD)$ $iRobot Corp.(IRBT)$","text":"机器人模块，居然没有关注，分析失误？ $Nauticus Robotics, Inc.(KITT)$ $GUARDFORCE AI CO., LIMITED(GFAI)$ $Richtech Robotics(RR)$ $Lifeward Ltd(LFWD)$ $iRobot Corp.(IRBT)$","html":"机器人模块，居然没有关注，分析失误？ $Nauticus Robotics, Inc.(KITT)$ $GUARDFORCE AI CO., LIMITED(GFAI)$ $Richtech Robotics(RR)$ $Lifeward Ltd(LFWD)$ $iRobot Corp.(IRBT)$"}],"imageCount":2,"langContent":"CN","totalScore":0},{"id":389584614699072,"gmtCreate":1736142605758,"gmtModify":1736142607915,"author":{"id":"10000000000010478","authorId":"10000000000010478","name":"省心省力","avatar":"https://static.tigerbbs.com/c5dea98cdccfc0c5f53aa313fd4b775d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010478","authorIdStr":"10000000000010478"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 英特尔应该是要在新一代 CPU 和 GPU 上搞点大动作，要是能让市场认可到英特尔的价值，股价或许能小爆一波。","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> 英特尔应该是要在新一代 CPU 和 GPU 上搞点大动作，要是能让市场认可到英特尔的价值，股价或许能小爆一波。","text":"$英特尔(INTC)$ 英特尔应该是要在新一代 CPU 和 GPU 上搞点大动作，要是能让市场认可到英特尔的价值，股价或许能小爆一波。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389584614699072","isVote":1,"tweetType":1,"viewCount":843,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":389584516485184,"gmtCreate":1736142581780,"gmtModify":1736142583618,"author":{"id":"10000000000010477","authorId":"10000000000010477","name":"老刘该睡了","avatar":"https://static.tigerbbs.com/5085eb698e32f93414f5f47622156f8d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010477","authorIdStr":"10000000000010477"},"themes":[],"htmlText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> AMD作为全球领先的半导体设计公司，近年来在CPU和GPU市场中表现抢眼。通过收购和战略布局，AMD逐步构建了完整的数据中心产品矩阵，很有前途的企业，不排除干掉老二干掉老大的可能性","listText":"<a target=\"_blank\" href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> AMD作为全球领先的半导体设计公司，近年来在CPU和GPU市场中表现抢眼。通过收购和战略布局，AMD逐步构建了完整的数据中心产品矩阵，很有前途的企业，不排除干掉老二干掉老大的可能性","text":"$美国超微公司(AMD)$ AMD作为全球领先的半导体设计公司，近年来在CPU和GPU市场中表现抢眼。通过收购和战略布局，AMD逐步构建了完整的数据中心产品矩阵，很有前途的企业，不排除干掉老二干掉老大的可能性","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/389584516485184","isVote":1,"tweetType":1,"viewCount":1807,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3464650551454893","authorId":"3464650551454893","name":"飞驰西海岸","avatar":"https://static.tigerbbs.com/7b8059cb2f61076c6ac7d9b2634adf67","crmLevel":8,"crmLevelSwitch":1,"idStr":"3464650551454893","authorIdStr":"3464650551454893"},"content":"你看看他持续跌了多少年了","text":"你看看他持续跌了多少年了","html":"你看看他持续跌了多少年了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":389652055855152,"gmtCreate":1736137519810,"gmtModify":1736138286434,"author":{"id":"3569797579195891","authorId":"3569797579195891","name":"阿明_6282","avatar":"https://static.tigerbbs.com/077587ed0004b2cf81da69fb7cb0e4da","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3569797579195891","authorIdStr":"3569797579195891"},"themes":[],"htmlText":"毫无疑问还是英伟达了，微软这800亿美元是什么概念，直接梭哈","listText":"毫无疑问还是英伟达了，微软这800亿美元是什么概念，直接梭哈","text":"毫无疑问还是英伟达了，微软这800亿美元是什么概念，直接梭哈","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389652055855152","isVote":1,"tweetType":1,"viewCount":441,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":389540355498024,"gmtCreate":1736131691479,"gmtModify":1745204555491,"author":{"id":"20703384576125","authorId":"20703384576125","name":"Seven8","avatar":"https://static.tigerbbs.com/63c5325d49ab0fd75150e915a280d214","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"20703384576125","authorIdStr":"20703384576125"},"themes":[],"title":"美港周报: 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