我是黄教主的个人主页 - 老虎社区

我是黄教主

我是黄教主

暂无个人介绍

IP属地：上海

18关注

9粉丝

0主题

0勋章

我是黄教主

2021-11-22

@明略科技看看

据港交所文件：商汤科技通过港交所上市聆讯

我是黄教主

2024-03-08

$英伟达(NVDA)$ 莫非今晚就到1000？

我是黄教主

2021-03-05

$蔚来(NIO)$十分想念特朗普…

我是黄教主

2021-06-04

$英伟达(NVDA)$老黄飞起

我是黄教主

2024-03-07

$英伟达(NVDA)$ 即将到达！

我是黄教主

2021-10-26

$英伟达(NVDA)$快追上特斯拉 $特斯拉(TSLA)$

我是黄教主

2020-10-28

$腾讯控股(00700)$600纪念

我是黄教主

2020-08-18

$英伟达(NVDA)$黄教主发威了。

我是黄教主

2021-11-19

$英伟达(NVDA)$老黄不要停！

我是黄教主

2021-05-28

$英伟达(NVDA)$黄教主加油

我是黄教主

2021-06-17

$英伟达(NVDA)$飞飞飞

我是黄教主

2024-12-03

然后订单转向GB300，还是Nvidia

消息称英伟达GB200芯片量产时间推迟，微软削减40%订单

我是黄教主

2022-05-13

$每日优鲜(MF)$就这还是昨天补了一倍

我是黄教主

2022-04-19

$滴滴(DIDI)$没劲，没有上下20个点的跳跃，一点也不像垃圾股。

我是黄教主

2021-06-24

$英伟达(NVDA)$800指日可待

我是黄教主

2020-10-28

$蚂蚁集团(06688)$请问大家冻结的资金需要是港币吗？假如账户里目前只有美元，没有港币，需要手动转换吗？谢谢

我是黄教主

2022-06-29

$DiDi Global Inc.(DIDIY)$就差滴滴了

我是黄教主

2021-11-08

$Livent Corp.(LTHM)$加电呀！

我是黄教主

2021-02-11

$英伟达(NVDA)$600纪念

我是黄教主

2020-11-13

$蔚来(NIO)$什么时候涨出一辆es6呢？

去老虎APP查看更多动态

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"htmlText":"然后订单转向GB300，还是Nvidia","listText":"然后订单转向GB300，还是Nvidia","text":"然后订单转向GB300，还是Nvidia","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/377524328186280","repostId":"1111170527","repostType":4,"repost":{"id":"1111170527","kind":"news","pubTimestamp":1733194825,"share":"https://www.laohu8.com/m/news/1111170527?lang=&edition=full","pubTime":"2024-12-03 11:00","market":"us","language":"zh","title":"消息称英伟达GB200芯片量产时间推迟，微软削减40%订单","url":"https://stock-news.laohu8.com/highlight/detail?id=1111170527","media":"IT之家","summary":"GB200 是 Blackwell GPU 架构的一部分。","content":"<html><head></head><body><p>据台媒工商时报报道，<strong>市场传出英伟达下一代 Blackwell 架构芯片 GB200 的量产计划再度遭遇技术瓶颈，而微软将削减订单。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d81637ff7d312bfcf511a4d3732b3bcd\" title=\"\" tg-width=\"600\" tg-height=\"338\"/></p><p style=\"text-align: justify;\">供应链透露，这次出现问题的是背板连接设计，<strong>因美国供应商的 Cartridge 连接器测试良率不佳，量产时间恐再推迟至 2025 年 3 月</strong>。英伟达正积极寻找替代者，不过碍于专利障碍及产能爬坡等问题，恐怕需要一段时间才能解决。</p><p style=\"text-align: justify;\">英伟达 GB200 采用台积电最先进的 CoWoS-L 先进封装技术，并整合高度复杂机柜设计。然而因设计复杂命运多舛，量产时间几经延迟。英伟达日前法说会上指出，Blackwell 生产已全面启动，但现在情况是供应不足，将携手合作伙伴克服。</p><p style=\"text-align: justify;\">报道称，供应链查访显示，微软已开出第一枪，将订单削减了 40%，部分转单至明年中推出的 GB300。</p><p style=\"text-align: justify;\">据了解，GB200 是英伟达 Blackwell GPU 架构的一部分，其性能最高可达前代 H100 GPU 的五倍，尤其是在人工智能方面。GB200 旨在处理大规模机器学习模型，例如用于大型语言模型（LLM）的人工智能训练。不过其功耗相当高，根据冷却配置的不同，需要 700W 到 1200W 的功率。而英伟达的 GB300 将采用全液冷系统，并且还将采用插槽式设计，便于 GPU 的安装和拆卸，与目前的焊接设计不同。</p></body></html>","source":"ithome","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>消息称英伟达GB200芯片量产时间推迟，微软削减40%订单</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .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消息称英伟达GB200芯片量产时间推迟，微软削减40%订单\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-03 11:00 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.ithome.com/0/814/929.htm><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据台媒工商时报报道，市场传出英伟达下一代 Blackwell 架构芯片 GB200 的量产计划再度遭遇技术瓶颈，而微软将削减订单。供应链透露，这次出现问题的是背板连接设计，因美国供应商的 Cartridge 连接器测试良率不佳，量产时间恐再推迟至 2025 年 3 月。英伟达正积极寻找替代者，不过碍于专利障碍及产能爬坡等问题，恐怕需要一段时间才能解决。英伟达 GB200 采用台积电最先进的 ...</p>\n\n<a href=\"https://www.ithome.com/0/814/929.htm\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b2ecc643d29637153359008308b86ea","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.ithome.com/0/814/929.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111170527","content_text":"据台媒工商时报报道，市场传出英伟达下一代 Blackwell 架构芯片 GB200 的量产计划再度遭遇技术瓶颈，而微软将削减订单。供应链透露，这次出现问题的是背板连接设计，因美国供应商的 Cartridge 连接器测试良率不佳，量产时间恐再推迟至 2025 年 3 月。英伟达正积极寻找替代者，不过碍于专利障碍及产能爬坡等问题，恐怕需要一段时间才能解决。英伟达 GB200 采用台积电最先进的 CoWoS-L 先进封装技术，并整合高度复杂机柜设计。然而因设计复杂命运多舛，量产时间几经延迟。英伟达日前法说会上指出，Blackwell 生产已全面启动，但现在情况是供应不足，将携手合作伙伴克服。报道称，供应链查访显示，微软已开出第一枪，将订单削减了 40%，部分转单至明年中推出的 GB300。据了解，GB200 是英伟达 Blackwell GPU 架构的一部分，其性能最高可达前代 H100 GPU 的五倍，尤其是在人工智能方面。GB200 旨在处理大规模机器学习模型，例如用于大型语言模型（LLM）的人工智能训练。不过其功耗相当高，根据冷却配置的不同，需要 700W 到 1200W 的功率。而英伟达的 GB300 将采用全液冷系统，并且还将采用插槽式设计，便于 GPU 的安装和拆卸，与目前的焊接设计不同。","news_type":1},"isVote":1,"tweetType":1,"viewCount":180,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3558259760766556","authorId":"3558259760766556","name":"相信国运","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3558259760766556","authorIdStr":"3558259760766556"},"content":"哥，信仰还能持续到多少价位，我认知不够用了","text":"哥，信仰还能持续到多少价位，我认知不够用了","html":"哥，信仰还能持续到多少价位，我认知不够用了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358896245727344,"gmtCreate":1728661637265,"gmtModify":1728661639117,"author":{"id":"134415299988000","authorId":"134415299988000","name":"我是黄教主","avatar":"https://static.tigerbbs.com/84605b034aa3b9047dd8ebb91977889e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"134415299988000","authorIdStr":"134415299988000"},"themes":[],"htmlText":"to the moon","listText":"to the moon","text":"to the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358896245727344","repostId":"1152217055","repostType":4,"repost":{"id":"1152217055","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1728640695,"share":"https://www.laohu8.com/m/news/1152217055?lang=&edition=full","pubTime":"2024-10-11 17:58","market":"us","language":"zh","title":"AI工厂，可能让英伟达成为第一家4万亿美元市值的公司！","url":"https://stock-news.laohu8.com/highlight/detail?id=1152217055","media":"老虎资讯综合","summary":"英伟达设想了一种更先进的数据中心形式。","content":"<html><head></head><body><p><em>来源：Motley Fool</em></p><p><em>作者：Jeremy Bowman</em></p><p>本周，英伟达继续吸引目光，该公司在华盛顿特区举办 AI 峰会。为期三天的活动为英伟达提供展示其AI创新的机会，包括现已投入生产的全新 Blackwell 平台。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bfb6e7fc1672ab21e4a7184433088633\" title=\"\" tg-width=\"640\" tg-height=\"543\"/></p><p>截至10月10日收盘，英伟达市值为 3.31 万亿美元，而黄仁勋对 AI 工厂的愿景和规划可能会推动这家明星企业的估值达到 4 万亿美元，使其成为有史以来第一家实现这一里程碑的公司。</p><p>让我们仔细看看英伟达实现这一目标的计划。</p><p><strong>什么是 AI 工厂？</strong></p><p><strong>英伟达设想了一种新的、更先进的数据中心形式，它被称为 AI 工厂，其目的是获取数据、处理数据、将其转换为模型，最后将其转换为可用的信息，英伟达称之为“代币”。这些 AI 工厂将在英伟达的加速计算平台上运行。</strong></p><p>在这种不断发展的模式中，公司将生产数字智能，以满足客户服务、药物研发、自动驾驶汽车和天气预报等需求。</p><p>此外，主权 AI 正在成为英伟达的另一个巨大市场，各国都在生产自己的人工智能来改善基础设施、安全和通信。</p><p>英伟达认为这些 AI 工厂将对所有行业产生重大影响，从制造业到教育再到金融服务。如果事实证明这是真的，那么该公司几乎已经预定了领先地位。</p><p><strong>为什么英伟达可以主宰 AI 时代</strong></p><p>英伟达在数据中心图形处理单元 （GPU） 市场占据主导地位，到 2023 年估计将占 98%。</p><p>虽然随着 AMD 推出 Mi300 加速器和英特尔最近推出 Gaudi 3，该市场的竞争正在升温，但英伟达继续通过其新的 Blackwell 平台扩大优势。与上一代 Hopper 相比，该平台的速度提高了四倍，功耗也降低了四倍。</p><p>英伟达也是唯一一家为 AI 和加速计算提供全栈解决方案的芯片公司，这要归功于其 GPU 上运行的预构建函数和软件的 CUDA 库。最后，它构建了领先的推理平台，该平台由 OpenAI 的新 o1（AI 初创公司新发布的高级模型）加速。</p><p><strong>英伟达能继续上涨吗？</strong></p><p>英伟达从亲密的合作伙伴服务器提供商 Super Micro Computer 那里得到了一些好消息，该公司表示目前每季度出货量超过 100,000 个 GPU，并指出其超高密度服务器包括 8 个 Nvidia HGX GPU。它还表示，其备受推崇的液体冷却解决方案每个机架最多可容纳 96个英伟达B200 GPU。</p><p>这证明了市场需求仍然强劲。</p><p>虽然一些投资者担心 Microsoft 和 Alphabet 等云基础设施巨头在 AI 上超支，但实际事实继续表明并非如此，像 Blackwell 这样的创新和技术加速应该继续激励 AI 投资。</p><p>领先的生成式人工智能初创公司 OpenAI 在英伟达参与的最新一轮融资中也将其估值几乎翻了一番，达到 1570 亿美元，这也表明 AI 技术市场持续增长。</p><p>黄仁勋对 AI 工厂的愿景正在成为现实，因为像 OpenAI 这样的公司正在竞相构建通用人工智能。这家 AI 芯片制造商可能比您想象的更快达到 4 万亿美元。</p></body></html>","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>AI工厂，可能让英伟达成为第一家4万亿美元市值的公司！</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\">\nAI工厂，可能让英伟达成为第一家4万亿美元市值的公司！\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-10-11 17:58</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><em>来源：Motley Fool</em></p><p><em>作者：Jeremy Bowman</em></p><p>本周，英伟达继续吸引目光，该公司在华盛顿特区举办 AI 峰会。为期三天的活动为英伟达提供展示其AI创新的机会，包括现已投入生产的全新 Blackwell 平台。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bfb6e7fc1672ab21e4a7184433088633\" title=\"\" tg-width=\"640\" tg-height=\"543\"/></p><p>截至10月10日收盘，英伟达市值为 3.31 万亿美元，而黄仁勋对 AI 工厂的愿景和规划可能会推动这家明星企业的估值达到 4 万亿美元，使其成为有史以来第一家实现这一里程碑的公司。</p><p>让我们仔细看看英伟达实现这一目标的计划。</p><p><strong>什么是 AI 工厂？</strong></p><p><strong>英伟达设想了一种新的、更先进的数据中心形式，它被称为 AI 工厂，其目的是获取数据、处理数据、将其转换为模型，最后将其转换为可用的信息，英伟达称之为“代币”。这些 AI 工厂将在英伟达的加速计算平台上运行。</strong></p><p>在这种不断发展的模式中，公司将生产数字智能，以满足客户服务、药物研发、自动驾驶汽车和天气预报等需求。</p><p>此外，主权 AI 正在成为英伟达的另一个巨大市场，各国都在生产自己的人工智能来改善基础设施、安全和通信。</p><p>英伟达认为这些 AI 工厂将对所有行业产生重大影响，从制造业到教育再到金融服务。如果事实证明这是真的，那么该公司几乎已经预定了领先地位。</p><p><strong>为什么英伟达可以主宰 AI 时代</strong></p><p>英伟达在数据中心图形处理单元 （GPU） 市场占据主导地位，到 2023 年估计将占 98%。</p><p>虽然随着 AMD 推出 Mi300 加速器和英特尔最近推出 Gaudi 3，该市场的竞争正在升温，但英伟达继续通过其新的 Blackwell 平台扩大优势。与上一代 Hopper 相比，该平台的速度提高了四倍，功耗也降低了四倍。</p><p>英伟达也是唯一一家为 AI 和加速计算提供全栈解决方案的芯片公司，这要归功于其 GPU 上运行的预构建函数和软件的 CUDA 库。最后，它构建了领先的推理平台，该平台由 OpenAI 的新 o1（AI 初创公司新发布的高级模型）加速。</p><p><strong>英伟达能继续上涨吗？</strong></p><p>英伟达从亲密的合作伙伴服务器提供商 Super Micro Computer 那里得到了一些好消息，该公司表示目前每季度出货量超过 100,000 个 GPU，并指出其超高密度服务器包括 8 个 Nvidia HGX GPU。它还表示，其备受推崇的液体冷却解决方案每个机架最多可容纳 96个英伟达B200 GPU。</p><p>这证明了市场需求仍然强劲。</p><p>虽然一些投资者担心 Microsoft 和 Alphabet 等云基础设施巨头在 AI 上超支，但实际事实继续表明并非如此，像 Blackwell 这样的创新和技术加速应该继续激励 AI 投资。</p><p>领先的生成式人工智能初创公司 OpenAI 在英伟达参与的最新一轮融资中也将其估值几乎翻了一番，达到 1570 亿美元，这也表明 AI 技术市场持续增长。</p><p>黄仁勋对 AI 工厂的愿景正在成为现实，因为像 OpenAI 这样的公司正在竞相构建通用人工智能。这家 AI 芯片制造商可能比您想象的更快达到 4 万亿美元。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/512180c2ec3c658c7fdd089f97330b9e","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152217055","content_text":"来源：Motley Fool作者：Jeremy Bowman本周，英伟达继续吸引目光，该公司在华盛顿特区举办 AI 峰会。为期三天的活动为英伟达提供展示其AI创新的机会，包括现已投入生产的全新 Blackwell 平台。截至10月10日收盘，英伟达市值为 3.31 万亿美元，而黄仁勋对 AI 工厂的愿景和规划可能会推动这家明星企业的估值达到 4 万亿美元，使其成为有史以来第一家实现这一里程碑的公司。让我们仔细看看英伟达实现这一目标的计划。什么是 AI 工厂？英伟达设想了一种新的、更先进的数据中心形式，它被称为 AI 工厂，其目的是获取数据、处理数据、将其转换为模型，最后将其转换为可用的信息，英伟达称之为“代币”。这些 AI 工厂将在英伟达的加速计算平台上运行。在这种不断发展的模式中，公司将生产数字智能，以满足客户服务、药物研发、自动驾驶汽车和天气预报等需求。此外，主权 AI 正在成为英伟达的另一个巨大市场，各国都在生产自己的人工智能来改善基础设施、安全和通信。英伟达认为这些 AI 工厂将对所有行业产生重大影响，从制造业到教育再到金融服务。如果事实证明这是真的，那么该公司几乎已经预定了领先地位。为什么英伟达可以主宰 AI 时代英伟达在数据中心图形处理单元 （GPU） 市场占据主导地位，到 2023 年估计将占 98%。虽然随着 AMD 推出 Mi300 加速器和英特尔最近推出 Gaudi 3，该市场的竞争正在升温，但英伟达继续通过其新的 Blackwell 平台扩大优势。与上一代 Hopper 相比，该平台的速度提高了四倍，功耗也降低了四倍。英伟达也是唯一一家为 AI 和加速计算提供全栈解决方案的芯片公司，这要归功于其 GPU 上运行的预构建函数和软件的 CUDA 库。最后，它构建了领先的推理平台，该平台由 OpenAI 的新 o1（AI 初创公司新发布的高级模型）加速。英伟达能继续上涨吗？英伟达从亲密的合作伙伴服务器提供商 Super Micro Computer 那里得到了一些好消息，该公司表示目前每季度出货量超过 100,000 个 GPU，并指出其超高密度服务器包括 8 个 Nvidia HGX GPU。它还表示，其备受推崇的液体冷却解决方案每个机架最多可容纳 96个英伟达B200 GPU。这证明了市场需求仍然强劲。虽然一些投资者担心 Microsoft 和 Alphabet 等云基础设施巨头在 AI 上超支，但实际事实继续表明并非如此，像 Blackwell 这样的创新和技术加速应该继续激励 AI 投资。领先的生成式人工智能初创公司 OpenAI 在英伟达参与的最新一轮融资中也将其估值几乎翻了一番，达到 1570 亿美元，这也表明 AI 技术市场持续增长。黄仁勋对 AI 工厂的愿景正在成为现实，因为像 OpenAI 这样的公司正在竞相构建通用人工智能。这家 AI 芯片制造商可能比您想象的更快达到 4 万亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":567,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":357571845931176,"gmtCreate":1728307428247,"gmtModify":1728307429932,"author":{"id":"134415299988000","authorId":"134415299988000","name":"我是黄教主","avatar":"https://static.tigerbbs.com/84605b034aa3b9047dd8ebb91977889e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"134415299988000","authorIdStr":"134415299988000"},"themes":[],"htmlText":"都是车轱辘话","listText":"都是车轱辘话","text":"都是车轱辘话","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/357571845931176","repostId":"1198050521","repostType":4,"repost":{"id":"1198050521","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1728306798,"share":"https://www.laohu8.com/m/news/1198050521?lang=&edition=full","pubTime":"2024-10-07 21:13","market":"hk","language":"zh","title":"高盛首席中国股票策略师：当前买入中国资产的十大理由","url":"https://stock-news.laohu8.com/highlight/detail?id=1198050521","media":"老虎资讯综合","summary":"政策为经济增长和股市托底。","content":"<html><head></head><body><p>高盛首席中国股票策略师刘劲津发表最新点评，陈述了当前买入中国资产的十大理由。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/815838d1f9ce4b95f62328247ffddc2c\" tg-width=\"510\" tg-height=\"195\"/></p><p>具体来看，这十大理由包括：</p><p>第一，“政策底”显现，政策为经济增长和股市托底。</p><p>第二，这一次政策反应与此前有所不同，投资者在很大程度上得到了他们所希望的。</p><p>第三，中国人民银行正在向股市提供前所未有的、非传统的政策支持。</p><p>第四，在两周内上涨了约30%之后，回调风险可能已经上升，但政策转向引发的“重新评级交易”很难就此停止。</p><p>第五，日本市场的经验显示，即使在长期下行的宏观市场环境下，也可以存在强大且可交易的结构性机会。</p><p>第六，中期估值仍蕴含以较低成本看涨经济上行和政策加码的空间。</p><p>第七，害怕错过上涨（FOMO）的情绪还有运行空间，仓位处于低位，资金从发达市场向新兴市场的转移正在进行中。</p><p>第八，企业盈利前景已经适度改善。</p><p>第九，美联储降息50个基点打开了中国货币政策的操作空间，未来中国刺激政策的强度和持续性可能还会继续。</p><p>第十，即便涨势开始动摇，中国股票在投资者投资组合中仍然有一席之地。</p></body></html>","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>高盛首席中国股票策略师：当前买入中国资产的十大理由</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; 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overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .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高盛首席中国股票策略师：当前买入中国资产的十大理由\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-10-07 21:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>高盛首席中国股票策略师刘劲津发表最新点评，陈述了当前买入中国资产的十大理由。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/815838d1f9ce4b95f62328247ffddc2c\" tg-width=\"510\" tg-height=\"195\"/></p><p>具体来看，这十大理由包括：</p><p>第一，“政策底”显现，政策为经济增长和股市托底。</p><p>第二，这一次政策反应与此前有所不同，投资者在很大程度上得到了他们所希望的。</p><p>第三，中国人民银行正在向股市提供前所未有的、非传统的政策支持。</p><p>第四，在两周内上涨了约30%之后，回调风险可能已经上升，但政策转向引发的“重新评级交易”很难就此停止。</p><p>第五，日本市场的经验显示，即使在长期下行的宏观市场环境下，也可以存在强大且可交易的结构性机会。</p><p>第六，中期估值仍蕴含以较低成本看涨经济上行和政策加码的空间。</p><p>第七，害怕错过上涨（FOMO）的情绪还有运行空间，仓位处于低位，资金从发达市场向新兴市场的转移正在进行中。</p><p>第八，企业盈利前景已经适度改善。</p><p>第九，美联储降息50个基点打开了中国货币政策的操作空间，未来中国刺激政策的强度和持续性可能还会继续。</p><p>第十，即便涨势开始动摇，中国股票在投资者投资组合中仍然有一席之地。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/fb2ed00ac5de2097917e40947bc4a36a","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1198050521","content_text":"高盛首席中国股票策略师刘劲津发表最新点评，陈述了当前买入中国资产的十大理由。具体来看，这十大理由包括：第一，“政策底”显现，政策为经济增长和股市托底。第二，这一次政策反应与此前有所不同，投资者在很大程度上得到了他们所希望的。第三，中国人民银行正在向股市提供前所未有的、非传统的政策支持。第四，在两周内上涨了约30%之后，回调风险可能已经上升，但政策转向引发的“重新评级交易”很难就此停止。第五，日本市场的经验显示，即使在长期下行的宏观市场环境下，也可以存在强大且可交易的结构性机会。第六，中期估值仍蕴含以较低成本看涨经济上行和政策加码的空间。第七，害怕错过上涨（FOMO）的情绪还有运行空间，仓位处于低位，资金从发达市场向新兴市场的转移正在进行中。第八，企业盈利前景已经适度改善。第九，美联储降息50个基点打开了中国货币政策的操作空间，未来中国刺激政策的强度和持续性可能还会继续。第十，即便涨势开始动摇，中国股票在投资者投资组合中仍然有一席之地。","news_type":1},"isVote":1,"tweetType":1,"viewCount":672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":322901682417848,"gmtCreate":1719842431730,"gmtModify":1719842433880,"author":{"id":"134415299988000","authorId":"134415299988000","name":"我是黄教主","avatar":"https://static.tigerbbs.com/84605b034aa3b9047dd8ebb91977889e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"134415299988000","authorIdStr":"134415299988000"},"themes":[],"htmlText":"那还不多买点","listText":"那还不多买点","text":"那还不多买点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/322901682417848","isVote":1,"tweetType":1,"viewCount":798,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":320930199441584,"gmtCreate":1719387786155,"gmtModify":1719387787789,"author":{"id":"134415299988000","authorId":"134415299988000","name":"我是黄教主","avatar":"https://static.tigerbbs.com/84605b034aa3b9047dd8ebb91977889e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"134415299988000","authorIdStr":"134415299988000"},"themes":[],"htmlText":"byd","listText":"byd","text":"byd","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/320930199441584","repostId":"1106545406","repostType":4,"repost":{"id":"1106545406","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1719386903,"share":"https://www.laohu8.com/m/news/1106545406?lang=&edition=full","pubTime":"2024-06-26 15:28","market":"us","language":"zh","title":"传特斯拉正考虑放弃在德克萨斯州生产4680电池","url":"https://stock-news.laohu8.com/highlight/detail?id=1106545406","media":"老虎资讯综合","summary":"转而向外部供应商采购。","content":"<html><head></head><body><p>有消息称，由于能量密度和充电性能不尽人意，且成本更高，特斯拉正在考虑停止在德克萨斯州Giga Texas工厂生产4680电池。如果降本无法在年底前达到预期效果，特斯拉将放弃4680电池生产，转而向外部供应商采购。 (Autoevolution)</p></body></html>","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>传特斯拉正考虑放弃在德克萨斯州生产4680电池</title>\n<style 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第一了！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/318220521664720","isVote":1,"tweetType":1,"viewCount":831,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":317659954241616,"gmtCreate":1718592748761,"gmtModify":1718592750207,"author":{"id":"134415299988000","authorId":"134415299988000","name":"我是黄教主","avatar":"https://static.tigerbbs.com/84605b034aa3b9047dd8ebb91977889e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"134415299988000","authorIdStr":"134415299988000"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$&nbsp;</a> 夜盘流动性很差吗？买不进来，报价比市价高一点儿。","listText":"<a href=\"https://laohu8.com/S/TSM\">$台积电(TSM)$&nbsp;</a> 夜盘流动性很差吗？买不进来，报价比市价高一点儿。","text":"$台积电(TSM)$ 夜盘流动性很差吗？买不进来，报价比市价高一点儿。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/317659954241616","isVote":1,"tweetType":1,"viewCount":1462,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":309050953122096,"gmtCreate":1716479719659,"gmtModify":1716479990335,"author":{"id":"134415299988000","authorId":"134415299988000","name":"我是黄教主","avatar":"https://static.tigerbbs.com/84605b034aa3b9047dd8ebb91977889e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"134415299988000","authorIdStr":"134415299988000"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 老黄太威武！","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 老黄太威武！","text":"$英伟达(NVDA)$ 老黄太威武！","images":[{"img":"https://static.tigerbbs.com/d0aca5e076d579b1c2cdd5a65b077f9d","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309050953122096","isVote":1,"tweetType":1,"viewCount":1259,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":306891220889664,"gmtCreate":1715959184381,"gmtModify":1715959987442,"author":{"id":"134415299988000","authorId":"134415299988000","name":"我是黄教主","avatar":"https://static.tigerbbs.com/84605b034aa3b9047dd8ebb91977889e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"134415299988000","authorIdStr":"134415299988000"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a> 来晚了","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a> 来晚了","text":"$Faraday Future(FFIE)$ 来晚了","images":[{"img":"https://static.tigerbbs.com/5e709debfe587a213baebb6983c1848c","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/306891220889664","isVote":1,"tweetType":1,"viewCount":1090,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":305298126761984,"gmtCreate":1715570259988,"gmtModify":1715570261963,"author":{"id":"134415299988000","authorId":"134415299988000","name":"我是黄教主","avatar":"https://static.tigerbbs.com/84605b034aa3b9047dd8ebb91977889e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"134415299988000","authorIdStr":"134415299988000"},"themes":[],"htmlText":"中国电动车出口到美国能有几辆？其实没有影响。","listText":"中国电动车出口到美国能有几辆？其实没有影响。","text":"中国电动车出口到美国能有几辆？其实没有影响。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/305298126761984","repostId":"1148020011","repostType":4,"repost":{"id":"1148020011","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1715565003,"share":"https://www.laohu8.com/m/news/1148020011?lang=&edition=full","pubTime":"2024-05-13 09:50","market":"hk","language":"zh","title":"港股汽车股跌幅持续扩大，小鹏汽车跌超6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1148020011","media":"老虎资讯综合","summary":"5月13日，港股汽车股跌幅持续扩大，$小鹏汽车-W(09868)$跌超6%，$蔚来-SW(09866)$跌超4%，$理想汽车-W(02015)$跌超3%。消息面上，乘联会数据显示，4月全国乘用车市场零售153.2万辆，同比下降5.7%，环比下降9.4%。今年以来累计零售636.4万辆，同比增长8.0%。4月全国乘用车厂商批发销量195.2万辆，同比增长9.8%，环比下降11.2%。此外，据报道，美国拟对中国电动汽车征收四倍关税，预计会将关税税率从25%提高到大约100%。","content":"<html><head></head><body><p>5月13日，港股汽车股跌幅持续扩大，<a href=\"https://laohu8.com/S/09868\">小鹏汽车-W</a>跌超6%，<a href=\"https://laohu8.com/S/09866\">蔚来-SW</a>跌超4%，<a href=\"https://laohu8.com/S/02015\">理想汽车-W</a>跌超3%。</p><p>消息面上，乘联会数据显示，4月全国乘用车市场零售153.2万辆，同比下降5.7%，环比下降9.4%。今年以来累计零售636.4万辆，同比增长8.0%。4月全国乘用车厂商批发销量195.2万辆，同比增长9.8%，环比下降11.2%。此外，据报道，美国拟对中国电动汽车征收四倍关税，预计会将关税税率从25%提高到大约100%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f55f38a7d33078e611cc91d9e780323\" tg-width=\"408\" tg-height=\"201\"/></p></body></html>","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>港股汽车股跌幅持续扩大，小鹏汽车跌超6%</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; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .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港股汽车股跌幅持续扩大，小鹏汽车跌超6%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-05-13 09:50</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>5月13日，港股汽车股跌幅持续扩大，<a href=\"https://laohu8.com/S/09868\">小鹏汽车-W</a>跌超6%，<a href=\"https://laohu8.com/S/09866\">蔚来-SW</a>跌超4%，<a href=\"https://laohu8.com/S/02015\">理想汽车-W</a>跌超3%。</p><p>消息面上，乘联会数据显示，4月全国乘用车市场零售153.2万辆，同比下降5.7%，环比下降9.4%。今年以来累计零售636.4万辆，同比增长8.0%。4月全国乘用车厂商批发销量195.2万辆，同比增长9.8%，环比下降11.2%。此外，据报道，美国拟对中国电动汽车征收四倍关税，预计会将关税税率从25%提高到大约100%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6f55f38a7d33078e611cc91d9e780323\" tg-width=\"408\" tg-height=\"201\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a530a2a17bc301499c9e286759c5657e","relate_stocks":{"BK1539":"汽车股","BK4555":"新能源车","XPEV":"小鹏汽车","BK4588":"碎股","BK1119":"汽车制造商","BK4526":"热门中概股","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","BK1575":"同股不同权","BK4551":"寇图资本持仓","YANG":"三倍做空富时中国ETF-Direxion","BK4505":"高瓴资本持仓","BK1610":"ETF&股票定投概念","07226":"XL二南方恒科","09868":"小鹏汽车-W","BK4099":"汽车制造商","BK1587":"次新股","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","BK4585":"ETF&股票定投概念","YINN":"三倍做多富时中国ETF-Direxion","BK1588":"回港中概股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148020011","content_text":"5月13日，港股汽车股跌幅持续扩大，小鹏汽车-W跌超6%，蔚来-SW跌超4%，理想汽车-W跌超3%。消息面上，乘联会数据显示，4月全国乘用车市场零售153.2万辆，同比下降5.7%，环比下降9.4%。今年以来累计零售636.4万辆，同比增长8.0%。4月全国乘用车厂商批发销量195.2万辆，同比增长9.8%，环比下降11.2%。此外，据报道，美国拟对中国电动汽车征收四倍关税，预计会将关税税率从25%提高到大约100%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":984,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":289230957736104,"gmtCreate":1711635924667,"gmtModify":1711635926389,"author":{"id":"134415299988000","authorId":"134415299988000","name":"我是黄教主","avatar":"https://static.tigerbbs.com/84605b034aa3b9047dd8ebb91977889e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"134415299988000","authorIdStr":"134415299988000"},"themes":[],"htmlText":"2万了","listText":"2万了","text":"2万了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/289230957736104","repostId":"1180205498","repostType":4,"repost":{"id":"1180205498","kind":"news","pubTimestamp":1711635150,"share":"https://www.laohu8.com/m/news/1180205498?lang=&edition=full","pubTime":"2024-03-28 22:12","market":"hk","language":"zh","title":"雷军：小米汽车4分钟大定破1万辆，27分钟大定突破5万辆","url":"https://stock-news.laohu8.com/highlight/detail?id=1180205498","media":"新浪科技","summary":"小米汽车发布会后，1分钟就有10万人加心愿单，用户的热情是很高的。","content":"<html><head></head><body><p>周四，小米集团ADR开盘后快速拉升，截至发稿涨超5%。小米CEO雷军接受媒体采访时表示，小米汽车发布会后，1分钟就有10万人加心愿单，用户的热情是很高的。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3b18b6a469699ea7eead070edbc1fc97\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: start;\">雷军透露，4分钟大定破了1万。而据最新消息，上市27分钟大定突破5万台。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d7d23b61e082b28f2345fed5d842fa80\" tg-width=\"415\" tg-height=\"652\"/></p></body></html>","source":"sina_tech","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>雷军：小米汽车4分钟大定破1万辆，27分钟大定突破5万辆</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; 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width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .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雷军：小米汽车4分钟大定破1万辆，27分钟大定突破5万辆\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-28 22:12 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/it/2024-03-28/doc-inapwvcn5368255.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周四，小米集团ADR开盘后快速拉升，截至发稿涨超5%。小米CEO雷军接受媒体采访时表示，小米汽车发布会后，1分钟就有10万人加心愿单，用户的热情是很高的。雷军透露，4分钟大定破了1万。而据最新消息，上市27分钟大定突破5万台。</p>\n\n<a href=\"https://finance.sina.com.cn/tech/it/2024-03-28/doc-inapwvcn5368255.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/89a1028cd7cccaacf403ad8b1820ce7e","relate_stocks":{"XIACY":"小米集团ADR","01810":"小米集团-W"},"source_url":"https://finance.sina.com.cn/tech/it/2024-03-28/doc-inapwvcn5368255.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1180205498","content_text":"周四，小米集团ADR开盘后快速拉升，截至发稿涨超5%。小米CEO雷军接受媒体采访时表示，小米汽车发布会后，1分钟就有10万人加心愿单，用户的热情是很高的。雷军透露，4分钟大定破了1万。而据最新消息，上市27分钟大定突破5万台。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1039,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":282137186103448,"gmtCreate":1709909654923,"gmtModify":1709909655964,"author":{"id":"134415299988000","authorId":"134415299988000","name":"我是黄教主","avatar":"https://static.tigerbbs.com/84605b034aa3b9047dd8ebb91977889e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"134415299988000","authorIdStr":"134415299988000"},"themes":[],"htmlText":"<a 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莫非今晚就到1000？","text":"$英伟达(NVDA)$ 莫非今晚就到1000？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/282134353784864","isVote":1,"tweetType":1,"viewCount":3157,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575932723568074","authorId":"3575932723568074","name":"暴富暴富888","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":3,"crmLevelSwitch":0,"idStr":"3575932723568074","authorIdStr":"3575932723568074"},"content":"去拜拜黄教主","text":"去拜拜黄教主","html":"去拜拜黄教主"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":281796329439464,"gmtCreate":1709826318586,"gmtModify":1709826324004,"author":{"id":"134415299988000","authorId":"134415299988000","name":"我是黄教主","avatar":"https://static.tigerbbs.com/84605b034aa3b9047dd8ebb91977889e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"134415299988000","authorIdStr":"134415299988000"},"themes":[],"htmlText":"<a 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11:41","market":"us","language":"zh","title":"传阿里巴巴重启内部自由转岗，阿里云上市暂缓","url":"https://stock-news.laohu8.com/highlight/detail?id=2417869462","media":"智通财经","summary":"员工自由流动计划将于3月中旬启动，目前试点转岗正在进行。","content":"<html><head></head><body><p>据媒体消息称，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>核心业务之间加强协同和人员流动，预计从本月中开始，淘宝天猫和国际电商业务的员工恢复自由流动，无须先辞职再申请加入另一个部门，可以延续年资，避免不必要的人力流失。员工自由流动计划将于3月中旬启动，目前试点转岗正在进行。物流业务菜鸟团队亦进入淘宝天猫一同办公，管理层一起向集团首席执行官吴泳铭汇报，可能是为了提升送货上门的客户体验。</p><p>阿里巴巴集团的内部业务整合正在加速，淘天集团和国际数字商业集团之间的员工流动政策即将发生变化。这一政策预计在3月中旬正式实施，旨在促进员工在两大集团间的无缝转岗，目前已有部分员工开始试点。这一变化意味着淘天员工转岗至国际数字商业集团时，将不再需要经历辞职再入职的流程。</p><p>与此同时，阿里巴巴集团的上市计划也出现了新动态。阿里云、盒马和菜鸟的上市计划因市场时机不佳均面临调整，公司表示将等待更有利的市场环境。菜鸟押后上市，直至投资者的估值水平令阿里满意再推动。生鲜零售超市盒马暂停上市，但仍寻求引入战略投资者，接触包括上海地方基金、泰国正大集团、央企华润集团、中粮集团等，业务估值约37亿美元。</p><p>此外，原本计划分拆上市的阿里云，目前决定暂缓这一步骤。同样，盒马和菜鸟的上市进程也因市场环境不佳而推迟。公司管理层表示，他们不会急于推动业务上市，而是会等待市场给出满意的估值后再进行。</p></body></html>","source":"live_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" 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href=https://www.zhitongcaijing.com/content/detail/1082110.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据媒体消息称，阿里巴巴核心业务之间加强协同和人员流动，预计从本月中开始，淘宝天猫和国际电商业务的员工恢复自由流动，无须先辞职再申请加入另一个部门，可以延续年资，避免不必要的人力流失。员工自由流动计划将于3月中旬启动，目前试点转岗正在进行。物流业务菜鸟团队亦进入淘宝天猫一同办公，管理层一起向集团首席执行官吴泳铭汇报，可能是为了提升送货上门的客户体验。阿里巴巴集团的内部业务整合正在加速，淘天集团和国际...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1082110.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/d752152b73947ff2f4b1c08ab9eecc39","relate_stocks":{"89988":"阿里巴巴-WR","09988":"阿里巴巴-W","BABA":"阿里巴巴"},"source_url":"https://www.zhitongcaijing.com/content/detail/1082110.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2417869462","content_text":"据媒体消息称，阿里巴巴核心业务之间加强协同和人员流动，预计从本月中开始，淘宝天猫和国际电商业务的员工恢复自由流动，无须先辞职再申请加入另一个部门，可以延续年资，避免不必要的人力流失。员工自由流动计划将于3月中旬启动，目前试点转岗正在进行。物流业务菜鸟团队亦进入淘宝天猫一同办公，管理层一起向集团首席执行官吴泳铭汇报，可能是为了提升送货上门的客户体验。阿里巴巴集团的内部业务整合正在加速，淘天集团和国际数字商业集团之间的员工流动政策即将发生变化。这一政策预计在3月中旬正式实施，旨在促进员工在两大集团间的无缝转岗，目前已有部分员工开始试点。这一变化意味着淘天员工转岗至国际数字商业集团时，将不再需要经历辞职再入职的流程。与此同时，阿里巴巴集团的上市计划也出现了新动态。阿里云、盒马和菜鸟的上市计划因市场时机不佳均面临调整，公司表示将等待更有利的市场环境。菜鸟押后上市，直至投资者的估值水平令阿里满意再推动。生鲜零售超市盒马暂停上市，但仍寻求引入战略投资者，接触包括上海地方基金、泰国正大集团、央企华润集团、中粮集团等，业务估值约37亿美元。此外，原本计划分拆上市的阿里云，目前决定暂缓这一步骤。同样，盒马和菜鸟的上市进程也因市场环境不佳而推迟。公司管理层表示，他们不会急于推动业务上市，而是会等待市场给出满意的估值后再进行。","news_type":1},"isVote":1,"tweetType":1,"viewCount":888,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":280716186562872,"gmtCreate":1709563310843,"gmtModify":1709563312784,"author":{"id":"134415299988000","authorId":"134415299988000","name":"我是黄教主","avatar":"https://static.tigerbbs.com/84605b034aa3b9047dd8ebb91977889e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"134415299988000","authorIdStr":"134415299988000"},"themes":[],"htmlText":"就在这呗，5月见","listText":"就在这呗，5月见","text":"就在这呗，5月见","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/280716186562872","repostId":"2416972797","repostType":2,"repost":{"id":"2416972797","kind":"news","pubTimestamp":1709512235,"share":"https://www.laohu8.com/m/news/2416972797?lang=&edition=full","pubTime":"2024-03-04 08:30","market":"us","language":"zh","title":"夜读｜英伟达的下一个一万亿在哪里？","url":"https://stock-news.laohu8.com/highlight/detail?id=2416972797","media":"远川科技评论","summary":"2016年黄仁勋上门配送显卡，马斯克亲自签收的名场面被视为英伟达押注AI的例证。马斯克发动的架构革新，给英伟达的第三条曲线叩开了大门。但高达1.5万美元的定价注定了双方分手的结局。2019年，特斯拉用“自主可控”的FSD芯片彻底取代了英伟达。·2016年，英伟达推出3TOPS的Tegra Parker处理器。·同一年，英伟达发布算力高达2000TOPS的Thor，直接跨过被取消的1000TOPS的Atlan产品线。2022年，英伟达发布Thor芯片从英伟达的产品迭代策略上，就能看出其优势所在。","content":"<html><head></head><body><p>整个2023年，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>市值上涨了238%，并在2024年继续碾过血压升高的华尔街空头和怕高的苦命人，再度上涨近50%。</p><p style=\"text-align: justify;\">但由于英伟达业绩过于骇人，导致股票估值反而越来越便宜。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2e31152bfd2ba2381df3ae29b4071f05\" title=\"\" tg-width=\"640\" tg-height=\"360\"/></p><p style=\"text-align: justify;\">2016年黄仁勋上门配送显卡，马斯克亲自签收的名场面被视为英伟达押注AI的例证。但考虑到当时搞AGI约等于民科，很难说英伟达对AI有多上心。人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>泰斗级学者杰夫·辛顿曾恳请英伟达赞助一块显卡用来搞研究，被一口回绝。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b1bdca4b68a2fb253f6eee697e7f24df\" title=\"\" tg-width=\"1080\" tg-height=\"810\"/></p><p style=\"text-align: justify;\">给OpenAI送显卡之前，黄总魂牵梦萦的新赛道只有两条：<strong>移动芯片</strong>和<strong>汽车芯片</strong>。</p><p style=\"text-align: justify;\">2013年小米3发布，英文不好的雷军和中文不好的黄仁勋罕见同台，后者用蹩脚汉语猛吹了小米一圈彩虹屁。小米3的处理器采用<a href=\"https://laohu8.com/S/QCOM.US\">高通 </a>骁龙800和英伟达的Tegra系列混搭，是英伟达切入手机市场，开辟显卡之外第二战线的绝佳机会。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f687d83374342e29209cbbda1330acde\" title=\"\" tg-width=\"1080\" tg-height=\"596\"/></p><p style=\"text-align: justify;\">结果却不尽人意，Tegra芯片因为制程和外挂基带问题，能耗失控发热严重，字面意义上的为发烧而生。</p><p style=\"text-align: justify;\">英伟达的移动芯片业务此后也未见起色，把市场拱手让与<a href=\"https://laohu8.com/S/QCOM\">高通</a>和联发科，Tegra系列只能在<a href=\"https://laohu8.com/S/NTDOY.US\">任天堂(ADR) </a>Switch上发挥余热。后来黄仁勋去台大演讲，称英伟达“主动放弃”了智能手机市场。</p><p style=\"text-align: justify;\">和移动芯片同时起步的汽车芯片业务，长期收入贡献不高，远不及游戏和数据中心业务耀眼。但英伟达对汽车业务却关怀备至，由1999年加入公司的老将Gary Hicok亲自坐镇，完全没有松手的迹象。按照黄仁勋的规划，汽车业务的收入占比应该达到30%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1e16c8e55c1b15bbf00b6b025173780d\" title=\"\" tg-width=\"1080\" tg-height=\"1103\"/></p><p style=\"text-align: justify;\">往者不可谏，来者犹可追，汽车芯片这条赛道，还能再创造一个英伟达。</p><p><strong>事先张扬的夺权</strong></p><p style=\"text-align: justify;\">业界常说新能源车“上半场是电动化，下半场是智能化”，每一个半场带来的不仅仅是汽车的零部件构成的变化，也是产业链的一次权力重组。</p><p style=\"text-align: justify;\">成本占比高达30%以上的动力电池不仅取代发动机，成为电动车最核心的零部件，也创造了LG能源、<a href=\"https://laohu8.com/S/300750\">宁德时代</a>这些资本市场的庞然大物。</p><p style=\"text-align: justify;\">当L2以上的自动驾驶功能逐步普及，汽车成为大号手机，传统的分布式电子架构同样面临高算力芯片的夺权。</p><p style=\"text-align: justify;\"><strong>马斯克发动的架构革新，给英伟达的第三条曲线叩开了大门。</strong></p><p style=\"text-align: justify;\">在<a href=\"https://laohu8.com/S/TSLA.US\">特斯拉 </a>之前，汽车的各种智能化功能由遍布车内大大小小的MCU（Micro Controller Unit）实现。MCU俗称单片机，可以简单理解为执行单一任务的微型计算机，比如智能雨刷、自动落锁这类功能。</p><p style=\"text-align: justify;\"><a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的方案是让一个算力更强的芯片取代各类MCU芯片，直接分管多个不同的功能，从而让分散的权力集中在自动驾驶芯片和智能座舱芯片上，由此带来了两个变化：</p><p style=\"text-align: justify;\"><strong>一是车企可以自行修改与控制软件功能迭代。</strong></p><p style=\"text-align: justify;\">分布式电子架构下，汽车的功能大多出厂即写死，无法修改。但特斯拉的集中式架构可以直接改写运行在硬件上的软件，改变硬件功能，即“硬件预埋，软件升级”——先把算力堆上去，再通过OTA慢慢迭代。</p><p style=\"text-align: justify;\">2019年10月，汽车媒体Top Gear在节目里表示保时捷Taycan百公里加速成绩强于Model S后，马斯克迅速指责节目不公平，Top Gear应改名为“Low Gear”，并在破防之余着手修改电机软件算法，让Model S最大功率提升50匹马力，反败为胜。</p><p style=\"text-align: justify;\"><strong>二是驱动高速领航、自动泊车甚至更高级别的自动驾驶功能。</strong></p><p style=\"text-align: justify;\">2020年，特斯拉的自动驾驶算法引入Transformer架构，将2D图像拼接为3D视角，并3D空间基础上加入了时序信息，转化为4D空间。2022年，特斯拉又引入占用网络（Occupancy Network），解决通用障碍物识别问题。</p><p style=\"text-align: justify;\">这种自动驾驶算法的大模型化，让对应的算力需求与日俱增。无论是各类智能化功能，还是自动驾驶算法的驱动，都需要一颗大算力的“超级芯片。”这也是为什么黄仁勋说：TOPS（衡量算力的单位）就是新的马力。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4b246c46fd812348130b772e1cf9a127\" title=\"\" tg-width=\"1080\" tg-height=\"557\"/></p><p style=\"text-align: justify;\">雷凌、轩逸这类“移动路障”的动力和F1赛车相比不到十倍，但配备高等级自动驾驶能力的汽车，对应算力很有可能是其他车辆的百倍千倍。</p><p style=\"text-align: justify;\">2022年，全球汽车芯片市场规模约为450亿美元，差不多是手机处理器芯片+基带芯片的规模。按照IDC的预测，未来两年L3级别以上自动驾驶汽车出货量年化增长率将超过100%。</p><p style=\"text-align: justify;\">用“超级芯片”代替几十上百颗MCU手中，就是汽车工业正在上演的权力重组，带来的最直接影响是，一台汽车上分散的价值向“超级芯片”集中。特斯拉的HW3.0系统中，两块FSD芯片占据了总成本的61%，各类MCU加在一块仅有5%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b5939fced14da3c76bb186272c5dbe07\" title=\"\" tg-width=\"1080\" tg-height=\"975\"/></p><p style=\"text-align: justify;\">生产经久耐用的MCU，是瑞萨、<a href=\"https://laohu8.com/S/NXPI\">恩智浦</a>这类老牌汽车芯片厂的强项。但在算力的赛场上力大砖飞，就是英伟达和高通主场作战了。</p><p><strong>请乖乖交出灵魂</strong></p><p style=\"text-align: justify;\">掀桌子的马斯克非常清楚核心零部件对新能源车企的重要性，因此过去几年间，特斯拉将自动驾驶芯片（FSD）、云端计算芯片（Dojo）、操作系统（基于Linux自研）陆续“自主可控”。</p><p style=\"text-align: justify;\">最核心的车载芯片有两种。一<strong>种为智能座舱提供算力，支持导航、游戏、影音娱乐等功能。新势力纷纷首发的8295芯片就在此列，特斯拉则采用了AMD的Ryzen系列。</strong></p><p style=\"text-align: justify;\"><strong>另一种则为自动驾驶提供算力，对算力要求更高。除了Mobileye、地平线这类上车时间早的新玩家，牌桌上的都是高通、华为这些消费电子时代的巨无霸。</strong></p><p style=\"text-align: justify;\">特斯拉一度是英伟达的大客户，Model S/X都曾搭载过Tegra X2芯片+Pascal架构GPU组成的Drive PX 2系统。但高达1.5万美元的定价注定了双方分手的结局。2019年，特斯拉用“自主可控”的FSD芯片彻底取代了英伟达。</p><p style=\"text-align: justify;\">自研芯片确实可以实现软硬件的最优适配，但问题是，特斯拉的玩法难度实在是太大了。</p><p style=\"text-align: justify;\">对主流汽车芯片公司如瑞萨、<a href=\"https://laohu8.com/S/0KED.UK\">英飞凌</a>来说，高性能计算是完全陌生的领域，船大掉头难；老牌车企则纷纷放弃治疗，主动上了Mobileye和英伟达的贼船；造车新势力虽然嘴上一直在全栈自研，但发布会上依然按部就班首发麒麟电池和高通骁龙8295。</p><p style=\"text-align: justify;\"><strong>老玩家心有余力不足的地方，就是“灵魂供应商”的巨大市场。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/edc833b9adc7db7dd5fe9ccd60600b88\" title=\"\" tg-width=\"1080\" tg-height=\"1265\"/></p><p style=\"text-align: justify;\">从2015年切入汽车市场算起，英伟达的汽车芯片已经推出了六代产品：</p><ul style=\"list-style-type: disc;\"><li><p>2015年，英伟达以1TOPS算力的Tegra系列小试牛刀，虽然坑惨了雷总，但深得车企喜爱，早期的Model S/X和<a href=\"https://laohu8.com/S/NIO.US\">蔚来 </a>ES6/8车型都搭载了这款芯片，主要为智能座舱提供算力。</p></li><li><p>2016年，英伟达推出3TOPS的Tegra Parker处理器。2020年量产30TOPS的Xavier处理器，被2020款小鹏P7采用。</p></li><li><p>2022年，250TOPS算力的英伟达Orin处理器量产，被众多新能源车采用，比如<a href=\"https://laohu8.com/S/NIO\">蔚来</a>ET7、小鹏P7等。</p></li><li><p>同一年，英伟达发布算力高达2000TOPS的Thor，直接跨过被取消的1000TOPS的产品线。</p></li></ul><p style=\"text-align: justify;\">Thor将座舱芯片和自动驾驶芯片的功能整合在了一起，所有灵魂集成在一颗芯片上。虽然尚未量产，但吉利旗下的<a href=\"https://laohu8.com/S/ZK.US\">极氪 </a>已经预约了首发。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fff4f29234572cde794ef6a2135df515\" title=\"\" tg-width=\"1080\" tg-height=\"504\"/></p><p style=\"text-align: justify;\">从英伟达的产品迭代策略上，就能看出其优势所在。英伟达芯片的“通用性”常被视为其弱点，即GPU既用于游戏、AI运算，也用于自动驾驶，一定不如专门用来处理自动驾驶的“专用芯片”。这个道理在技术层面没错，但在商业层面却反而是英伟达的优势。</p><p style=\"text-align: justify;\">英伟达各条产品线的最大特点是“架构通用”，每两年更新一次架构，覆盖所有产品。</p><ul style=\"list-style-type: disc;\"><li><p>Tegra Parker采用的Pascal架构，最先应用于消费级显卡GTX10系列；</p></li><li><p>Xavier的<a href=\"https://laohu8.com/S/VLTA\">Volta</a>架构，也应用于高性能GPU V100；</p></li><li><p>Orin采用Ampere架构，同时应用于消费级显卡RTX30系列和高性能GPU A100，一鱼三吃。</p></li></ul><p style=\"text-align: justify;\">就像药企的研发投入需要大规模销量摊薄一样，芯片的竞争力固然是算力，但更重要的是“单个芯片的成本”。</p><p style=\"text-align: justify;\">车企虽然有颗自研的心，但巨大的研发成本难以被汽车销量摊薄。但英伟达可以用游戏和数据中心业务的出货量，把汽车芯片的开发成本压的非常低。Thor采用的Hopper架构，成本可能早就被同架构的H100摊完了。</p><p style=\"text-align: justify;\">这就不难解释，为什么为车企批量供应灵魂的，都是高通、华为、英伟达这类在消费电子领域大杀四方的巨头。</p><p style=\"text-align: justify;\">相比前两个对手，英伟达的汽车梦可能还需要最后一块拼图。</p><p><strong>英伟达还缺什么</strong></p><p style=\"text-align: justify;\">2016年5月，一辆开启自动驾驶模式的Model S在佛罗里达州撞车，司机当场身亡。5个月后，马斯克宣布与自动驾驶方案商Mobileye分手，转投英伟达的怀抱。</p><p style=\"text-align: justify;\">Mobileye是目前出货量最大的自动驾驶芯片公司，市场份额一度接近垄断。事实上，就算没有这次车祸，特斯拉与Mobileye的反目也是时间问题。</p><p style=\"text-align: justify;\">Mobileye的经营策略是算法与芯片绑定，交付给客户的是一个无法修改算法的“黑箱”，好处是对车企来说成本低廉，也无需自行开发算法。但对马斯克这种连电池都要自产的人来说，肯定不能忍。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b75885b7845016fc0624f80eee79098b\" title=\"\" tg-width=\"1080\" tg-height=\"540\"/></p><p style=\"text-align: justify;\">英伟达的思路是“平台化芯片”：<strong>提供高算力芯片和完整的软件工具箱，让车企可以基于英伟达的硬件自行开发软件算法。</strong></p><p style=\"text-align: justify;\">算法是自动驾驶的核心竞争力，大型车企一定会尝试自研算法。因此，大部分新势力车企早期都采用了Mobileye的方案，随后都倒戈英伟达。</p><p style=\"text-align: justify;\">从DRIVE OS、DRIVEWORKS到DRIVE AV、DRIVE IX，英伟达的工具链极其丰富，有实力的车企可以从底层系统开始研发，水平一般的选手也能从上层应用研发。相当于给车企提供食材和菜谱，但做出来是文思豆腐还是黑暗料理就各凭本事了——当然，软件授权费请交给黄总。</p><p style=\"text-align: justify;\"><strong>这就是英伟达的第一块拼图：软件生态。</strong>英伟达超过70%的研发人员都是软件工程师，不是没有道理。</p><p style=\"text-align: justify;\"><strong>英伟达的第二块拼图名为刀法，即多元化的产品组合。</strong>借由众多产品的推出，英伟达可以基于不同的芯片组合成完整的高中低产品线打包销售，无论什么水平的瓷器活，都有一把金刚钻适合你。</p><p style=\"text-align: justify;\"><strong>而英伟达目前欠缺的拼图，是“适配”。</strong>即与车企对接的交付团队，以及对应的交付能力。</p><p style=\"text-align: justify;\">2020年6月，英伟达宣布与奔驰合作，为后者提供包括自动驾驶在内AI软件架构，黄仁勋的站台对象也从Model X变成了奔驰S级。</p><p style=\"text-align: justify;\">原因不难理解，按照英伟达和奔驰的合作方式，英伟达会根据对应奔驰产品的销量抽成，这种全新的合作模式是黄仁勋实现汽车业务30%收入占比的关键。但英伟达却在合作过程中频频翻车，一度传出奔驰要求引入新供应商。</p><p style=\"text-align: justify;\">补足“适配”环节的短板，促使英伟达从小鹏挖走了自动驾驶副总裁吴新宙，后者称为全球科技公司级别最高的华人高管。此后，英伟达陆续从小鹏自动驾驶团队挖走多人，不久前又挖走了<a href=\"https://laohu8.com/S/BIDU\">百度</a>Apollo团队技术负责人之一的罗琦，足见英伟达对适配能力的重视。</p><p style=\"text-align: justify;\">英伟达的核心能力一直是“卖卡”，以及围绕芯片产品的软件开发，但“进厂”经验长期不足。理解了这一点，就不难解释为什么英伟达将华为视为最重要的竞争对手。</p><p style=\"text-align: justify;\">在2024年年报中，华为首次出现在英伟达竞争对手列表。五个领域里，华为在GPU加速芯片、云服务商自研芯片、Arm架构CPU、网络产品四大领域榜上有名，第一次上榜就超过了老对手AMD（三个）。华为不仅“进厂”经验丰富，在光通信等通信领域，能力也超过做芯片的英伟达。</p><p style=\"text-align: justify;\">但对广大车企、自动驾驶公司和Tier 1供应商来说，他们恐怕也将领教PC生产商的梦魇：每一台笔记本电脑上的“Nvidia Geforce”贴纸，都已在暗中标好了价格。</p></body></html>","source":"lsy1571969218062","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>夜读｜英伟达的下一个一万亿在哪里？</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{ 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margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .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夜读｜英伟达的下一个一万亿在哪里？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-04 08:30 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/Qs5SlQp3v0CHMQ2fkVJZHQ><strong>远川科技评论</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>整个2023年，英伟达市值上涨了238%，并在2024年继续碾过血压升高的华尔街空头和怕高的苦命人，再度上涨近50%。但由于英伟达业绩过于骇人，导致股票估值反而越来越便宜。2016年黄仁勋上门配送显卡，马斯克亲自签收的名场面被视为英伟达押注AI的例证。但考虑到当时搞AGI约等于民科，很难说英伟达对AI有多上心。人工智能泰斗级学者杰夫·辛顿曾恳请英伟达赞助一块显卡用来搞研究，被一口回绝。给...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Qs5SlQp3v0CHMQ2fkVJZHQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4592":"伊斯兰概念","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS 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ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4549":"软银资本持仓","BK4548":"巴美列捷福持仓","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4529":"IDC概念","LU0097036916.USD":"贝莱德美国增长A2 USD","NVDA":"英伟达","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc"},"source_url":"https://mp.weixin.qq.com/s/Qs5SlQp3v0CHMQ2fkVJZHQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2416972797","content_text":"整个2023年，英伟达市值上涨了238%，并在2024年继续碾过血压升高的华尔街空头和怕高的苦命人，再度上涨近50%。但由于英伟达业绩过于骇人，导致股票估值反而越来越便宜。2016年黄仁勋上门配送显卡，马斯克亲自签收的名场面被视为英伟达押注AI的例证。但考虑到当时搞AGI约等于民科，很难说英伟达对AI有多上心。人工智能泰斗级学者杰夫·辛顿曾恳请英伟达赞助一块显卡用来搞研究，被一口回绝。给OpenAI送显卡之前，黄总魂牵梦萦的新赛道只有两条：移动芯片和汽车芯片。2013年小米3发布，英文不好的雷军和中文不好的黄仁勋罕见同台，后者用蹩脚汉语猛吹了小米一圈彩虹屁。小米3的处理器采用高通 骁龙800和英伟达的Tegra系列混搭，是英伟达切入手机市场，开辟显卡之外第二战线的绝佳机会。结果却不尽人意，Tegra芯片因为制程和外挂基带问题，能耗失控发热严重，字面意义上的为发烧而生。英伟达的移动芯片业务此后也未见起色，把市场拱手让与高通和联发科，Tegra系列只能在任天堂(ADR) Switch上发挥余热。后来黄仁勋去台大演讲，称英伟达“主动放弃”了智能手机市场。和移动芯片同时起步的汽车芯片业务，长期收入贡献不高，远不及游戏和数据中心业务耀眼。但英伟达对汽车业务却关怀备至，由1999年加入公司的老将Gary Hicok亲自坐镇，完全没有松手的迹象。按照黄仁勋的规划，汽车业务的收入占比应该达到30%。往者不可谏，来者犹可追，汽车芯片这条赛道，还能再创造一个英伟达。事先张扬的夺权业界常说新能源车“上半场是电动化，下半场是智能化”，每一个半场带来的不仅仅是汽车的零部件构成的变化，也是产业链的一次权力重组。成本占比高达30%以上的动力电池不仅取代发动机，成为电动车最核心的零部件，也创造了LG能源、宁德时代这些资本市场的庞然大物。当L2以上的自动驾驶功能逐步普及，汽车成为大号手机，传统的分布式电子架构同样面临高算力芯片的夺权。马斯克发动的架构革新，给英伟达的第三条曲线叩开了大门。在特斯拉 之前，汽车的各种智能化功能由遍布车内大大小小的MCU（Micro Controller Unit）实现。MCU俗称单片机，可以简单理解为执行单一任务的微型计算机，比如智能雨刷、自动落锁这类功能。特斯拉的方案是让一个算力更强的芯片取代各类MCU芯片，直接分管多个不同的功能，从而让分散的权力集中在自动驾驶芯片和智能座舱芯片上，由此带来了两个变化：一是车企可以自行修改与控制软件功能迭代。分布式电子架构下，汽车的功能大多出厂即写死，无法修改。但特斯拉的集中式架构可以直接改写运行在硬件上的软件，改变硬件功能，即“硬件预埋，软件升级”——先把算力堆上去，再通过OTA慢慢迭代。2019年10月，汽车媒体Top Gear在节目里表示保时捷Taycan百公里加速成绩强于Model S后，马斯克迅速指责节目不公平，Top Gear应改名为“Low Gear”，并在破防之余着手修改电机软件算法，让Model S最大功率提升50匹马力，反败为胜。二是驱动高速领航、自动泊车甚至更高级别的自动驾驶功能。2020年，特斯拉的自动驾驶算法引入Transformer架构，将2D图像拼接为3D视角，并3D空间基础上加入了时序信息，转化为4D空间。2022年，特斯拉又引入占用网络（Occupancy Network），解决通用障碍物识别问题。这种自动驾驶算法的大模型化，让对应的算力需求与日俱增。无论是各类智能化功能，还是自动驾驶算法的驱动，都需要一颗大算力的“超级芯片。”这也是为什么黄仁勋说：TOPS（衡量算力的单位）就是新的马力。雷凌、轩逸这类“移动路障”的动力和F1赛车相比不到十倍，但配备高等级自动驾驶能力的汽车，对应算力很有可能是其他车辆的百倍千倍。2022年，全球汽车芯片市场规模约为450亿美元，差不多是手机处理器芯片+基带芯片的规模。按照IDC的预测，未来两年L3级别以上自动驾驶汽车出货量年化增长率将超过100%。用“超级芯片”代替几十上百颗MCU手中，就是汽车工业正在上演的权力重组，带来的最直接影响是，一台汽车上分散的价值向“超级芯片”集中。特斯拉的HW3.0系统中，两块FSD芯片占据了总成本的61%，各类MCU加在一块仅有5%。生产经久耐用的MCU，是瑞萨、恩智浦这类老牌汽车芯片厂的强项。但在算力的赛场上力大砖飞，就是英伟达和高通主场作战了。请乖乖交出灵魂掀桌子的马斯克非常清楚核心零部件对新能源车企的重要性，因此过去几年间，特斯拉将自动驾驶芯片（FSD）、云端计算芯片（Dojo）、操作系统（基于Linux自研）陆续“自主可控”。最核心的车载芯片有两种。一种为智能座舱提供算力，支持导航、游戏、影音娱乐等功能。新势力纷纷首发的8295芯片就在此列，特斯拉则采用了AMD的Ryzen系列。另一种则为自动驾驶提供算力，对算力要求更高。除了Mobileye、地平线这类上车时间早的新玩家，牌桌上的都是高通、华为这些消费电子时代的巨无霸。特斯拉一度是英伟达的大客户，Model S/X都曾搭载过Tegra X2芯片+Pascal架构GPU组成的Drive PX 2系统。但高达1.5万美元的定价注定了双方分手的结局。2019年，特斯拉用“自主可控”的FSD芯片彻底取代了英伟达。自研芯片确实可以实现软硬件的最优适配，但问题是，特斯拉的玩法难度实在是太大了。对主流汽车芯片公司如瑞萨、英飞凌来说，高性能计算是完全陌生的领域，船大掉头难；老牌车企则纷纷放弃治疗，主动上了Mobileye和英伟达的贼船；造车新势力虽然嘴上一直在全栈自研，但发布会上依然按部就班首发麒麟电池和高通骁龙8295。老玩家心有余力不足的地方，就是“灵魂供应商”的巨大市场。从2015年切入汽车市场算起，英伟达的汽车芯片已经推出了六代产品：2015年，英伟达以1TOPS算力的Tegra系列小试牛刀，虽然坑惨了雷总，但深得车企喜爱，早期的Model S/X和蔚来 ES6/8车型都搭载了这款芯片，主要为智能座舱提供算力。2016年，英伟达推出3TOPS的Tegra Parker处理器。2020年量产30TOPS的Xavier处理器，被2020款小鹏P7采用。2022年，250TOPS算力的英伟达Orin处理器量产，被众多新能源车采用，比如蔚来ET7、小鹏P7等。同一年，英伟达发布算力高达2000TOPS的Thor，直接跨过被取消的1000TOPS的产品线。Thor将座舱芯片和自动驾驶芯片的功能整合在了一起，所有灵魂集成在一颗芯片上。虽然尚未量产，但吉利旗下的极氪 已经预约了首发。从英伟达的产品迭代策略上，就能看出其优势所在。英伟达芯片的“通用性”常被视为其弱点，即GPU既用于游戏、AI运算，也用于自动驾驶，一定不如专门用来处理自动驾驶的“专用芯片”。这个道理在技术层面没错，但在商业层面却反而是英伟达的优势。英伟达各条产品线的最大特点是“架构通用”，每两年更新一次架构，覆盖所有产品。Tegra Parker采用的Pascal架构，最先应用于消费级显卡GTX10系列；Xavier的Volta架构，也应用于高性能GPU V100；Orin采用Ampere架构，同时应用于消费级显卡RTX30系列和高性能GPU A100，一鱼三吃。就像药企的研发投入需要大规模销量摊薄一样，芯片的竞争力固然是算力，但更重要的是“单个芯片的成本”。车企虽然有颗自研的心，但巨大的研发成本难以被汽车销量摊薄。但英伟达可以用游戏和数据中心业务的出货量，把汽车芯片的开发成本压的非常低。Thor采用的Hopper架构，成本可能早就被同架构的H100摊完了。这就不难解释，为什么为车企批量供应灵魂的，都是高通、华为、英伟达这类在消费电子领域大杀四方的巨头。相比前两个对手，英伟达的汽车梦可能还需要最后一块拼图。英伟达还缺什么2016年5月，一辆开启自动驾驶模式的Model S在佛罗里达州撞车，司机当场身亡。5个月后，马斯克宣布与自动驾驶方案商Mobileye分手，转投英伟达的怀抱。Mobileye是目前出货量最大的自动驾驶芯片公司，市场份额一度接近垄断。事实上，就算没有这次车祸，特斯拉与Mobileye的反目也是时间问题。Mobileye的经营策略是算法与芯片绑定，交付给客户的是一个无法修改算法的“黑箱”，好处是对车企来说成本低廉，也无需自行开发算法。但对马斯克这种连电池都要自产的人来说，肯定不能忍。英伟达的思路是“平台化芯片”：提供高算力芯片和完整的软件工具箱，让车企可以基于英伟达的硬件自行开发软件算法。算法是自动驾驶的核心竞争力，大型车企一定会尝试自研算法。因此，大部分新势力车企早期都采用了Mobileye的方案，随后都倒戈英伟达。从DRIVE OS、DRIVEWORKS到DRIVE AV、DRIVE IX，英伟达的工具链极其丰富，有实力的车企可以从底层系统开始研发，水平一般的选手也能从上层应用研发。相当于给车企提供食材和菜谱，但做出来是文思豆腐还是黑暗料理就各凭本事了——当然，软件授权费请交给黄总。这就是英伟达的第一块拼图：软件生态。英伟达超过70%的研发人员都是软件工程师，不是没有道理。英伟达的第二块拼图名为刀法，即多元化的产品组合。借由众多产品的推出，英伟达可以基于不同的芯片组合成完整的高中低产品线打包销售，无论什么水平的瓷器活，都有一把金刚钻适合你。而英伟达目前欠缺的拼图，是“适配”。即与车企对接的交付团队，以及对应的交付能力。2020年6月，英伟达宣布与奔驰合作，为后者提供包括自动驾驶在内AI软件架构，黄仁勋的站台对象也从Model X变成了奔驰S级。原因不难理解，按照英伟达和奔驰的合作方式，英伟达会根据对应奔驰产品的销量抽成，这种全新的合作模式是黄仁勋实现汽车业务30%收入占比的关键。但英伟达却在合作过程中频频翻车，一度传出奔驰要求引入新供应商。补足“适配”环节的短板，促使英伟达从小鹏挖走了自动驾驶副总裁吴新宙，后者称为全球科技公司级别最高的华人高管。此后，英伟达陆续从小鹏自动驾驶团队挖走多人，不久前又挖走了百度Apollo团队技术负责人之一的罗琦，足见英伟达对适配能力的重视。英伟达的核心能力一直是“卖卡”，以及围绕芯片产品的软件开发，但“进厂”经验长期不足。理解了这一点，就不难解释为什么英伟达将华为视为最重要的竞争对手。在2024年年报中，华为首次出现在英伟达竞争对手列表。五个领域里，华为在GPU加速芯片、云服务商自研芯片、Arm架构CPU、网络产品四大领域榜上有名，第一次上榜就超过了老对手AMD（三个）。华为不仅“进厂”经验丰富，在光通信等通信领域，能力也超过做芯片的英伟达。但对广大车企、自动驾驶公司和Tier 1供应商来说，他们恐怕也将领教PC生产商的梦魇：每一台笔记本电脑上的“Nvidia Geforce”贴纸，都已在暗中标好了价格。","news_type":1},"isVote":1,"tweetType":1,"viewCount":846,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":274515311071312,"gmtCreate":1708058205866,"gmtModify":1708058207336,"author":{"id":"134415299988000","authorId":"134415299988000","name":"我是黄教主","avatar":"https://static.tigerbbs.com/84605b034aa3b9047dd8ebb91977889e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"134415299988000","authorIdStr":"134415299988000"},"themes":[],"htmlText":"还是要买Nvidia","listText":"还是要买Nvidia","text":"还是要买Nvidia","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/274515311071312","repostId":"2411550300","repostType":4,"repost":{"id":"2411550300","kind":"news","pubTimestamp":1708048487,"share":"https://www.laohu8.com/m/news/2411550300?lang=&edition=full","pubTime":"2024-02-16 09:54","market":"hk","language":"zh","title":"效果炸裂！OpenAI首个视频生成模型发布，1分钟流畅高清，网友：整个行业RIP","url":"https://stock-news.laohu8.com/highlight/detail?id=2411550300","media":"量子位","summary":"　　刚刚，奥特曼发布OpenAI首个视频生成模型Sora。　　完美继承DALL·E 3的画质和遵循指令能力，能生成长达1分钟的高清视频。　　在数据方面，OpenAI将视频和图像表示为patch，类似于GPT中的token。　　Sora 是能够理解和模拟现实世界的模型的基础，OpenAI相信这一功能将成为实现AGI的重要里程碑。　　奥特曼在线接单　　目前已有一些视觉艺术家、设计师和电影制作人获得了Sora访问权限。","content":"<html><head></head><body><p>　　刚刚，奥特曼发布OpenAI首个视频生成模型Sora。</p><p style=\"text-align: start;\">　　完美继承DALL·E 3的画质和遵循指令能力，能生成长达1分钟的高清视频。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b8775e98f48a8c5d425056876687152c\" title=\"\" tg-width=\"550\" tg-height=\"234\"/></p><p style=\"text-align: start;\">　　AI想象中的龙年春节，红旗招展人山人海。</p><p style=\"text-align: start;\">　　有紧跟舞龙队伍抬头好奇官网的儿童，还有不少人掏出手机边跟边拍，海量人物角色各有各的行为。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/046e515c505fc00151a43e2963aeac44\" title=\"\" tg-width=\"640\" tg-height=\"359\"/></p><p style=\"text-align: start;\">　　雨后东京街头，潮湿地面反射霓虹灯光影效果堪比RTX ON。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/490c7dfe4ee7ae21885c2ca493a1bbaa\" title=\"\" tg-width=\"640\" tg-height=\"359\"/></p><p style=\"text-align: start;\">　　行驶中的列车窗外偶遇遮挡，车内人物倒影短暂出现非常惊艳。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a65d52e6407bb3a9546eb30444dd061\" title=\"\" tg-width=\"700\" tg-height=\"393\"/></p><p style=\"text-align: start;\">　　也可以来一段好莱坞大片质感的电影预告片：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa312d03e0f7187438708f89c00eb9e9\" title=\"\" tg-width=\"634\" tg-height=\"348\"/></p><p style=\"text-align: start;\">　　竖屏超近景视角下，这只蜥蜴细节拉满：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/70194d0bd6de2047c3390c166ab6b5bd\" title=\"\" tg-width=\"258\" tg-height=\"450\"/></p><p style=\"text-align: start;\">　　网友直呼game over，工作要丢了：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9ac6affb9b5036dafa32afb34c03f782\" title=\"\" tg-width=\"550\" tg-height=\"119\"/></p><p style=\"text-align: start;\">　　甚至有人已经开始“悼念”一整个行业：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/001b228080a2217ffb3e23bf55fa3ffd\" title=\"\" tg-width=\"550\" tg-height=\"432\"/></p><p style=\"text-align: start;\">　　AI理解运动中的物理世界</p><p style=\"text-align: start;\">　　OpenAI表示，正在教AI理解和模拟运动中的物理世界，目标是训练模型来帮助人们解决需要现实世界交互的问题</p><p style=\"text-align: start;\">　　根据文本提示生成视频，仅仅是整个计划其中的一步。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2ac9122632ecf13d4287b1a66faca09f\" title=\"\" tg-width=\"550\" tg-height=\"219\"/></p><p style=\"text-align: start;\">　　目前Sora已经能生成具有多个角色、包含特定运动的复杂场景，不仅能理解用户在提示中提出的要求，还了解这些物体在物理世界中的存在方式。</p><p style=\"text-align: start;\">　　比如一大群纸飞机在树林中飞过，Sora知道碰撞后会发生什么，并表现其中的光影变化。</p><blockquote><p>一群纸飞机在茂密的丛林中翩翩起舞，在树林中穿梭，就像候鸟一样。</p></blockquote><p style=\"text-align: start;\">　　Sora还可以在单个视频中创建多个镜头，并依靠对语言的深入理解准确地解释提示词，保留角色和视觉风格。</p><blockquote><p>美丽、白雪皑皑的东京熙熙攘攘。镜头穿过熙熙攘攘的城市街道，跟随几个人享受美丽的雪天并在附近的摊位购物。绚丽的樱花花瓣随着雪花随风飘扬。</p></blockquote><p style=\"text-align: start;\">　　对于Sora当前存在的弱点，OpenAI也不避讳，指出它可能难以准确模拟复杂场景的物理原理，并且可能无法理解因果关系。</p><p style=\"text-align: start;\">　　例如“五只灰狼幼崽在一条偏僻的碎石路上互相嬉戏、追逐”，狼的数量会变化，一些凭空出现或消失。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/43efea8415deb36ed48a94b01d51456d\" title=\"\" tg-width=\"640\" tg-height=\"480\"/></p><p style=\"text-align: start;\">　　该模型还可能混淆提示的空间细节，例如混淆左右，并且可能难以精确描述随着时间推移发生的事件，例如遵循特定的相机轨迹。</p><p style=\"text-align: start;\">　　如提示词“篮球穿过篮筐然后爆炸”中，篮球没有正确被篮筐阻挡。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/39492a61c0beed91e7fe99e5cfb92f54\" title=\"\" tg-width=\"700\" tg-height=\"393\"/></p><p style=\"text-align: start;\">　　技术方面，目前OpenAI透露的不多，简单介绍如下：</p><p style=\"text-align: start;\">　　Sora是一种扩散模型，从噪声开始，能够一次生成整个视频或扩展视频的长度，</p><p style=\"text-align: start;\">　　关键之处在于一次生成多帧的预测，确保画面主体即使暂时离开视野也能保持不变。</p><p style=\"text-align: start;\">　　与GPT模型类似，Sora使用了Transformer架构，有很强的扩展性。</p><p style=\"text-align: start;\">　　在数据方面，OpenAI将视频和图像表示为patch，类似于GPT中的token。</p><p style=\"text-align: start;\">　　通过这种统一的数据表示方式，可以在比以前更广泛的视觉数据上训练模型，涵盖不同的持续时间、分辨率和纵横比。</p><p style=\"text-align: start;\">　　Sora建立在过去对DALL·E和GPT模型的研究之上。它使用DALL·E 3的重述提示词技术，为视觉训练数据生成高度描述性的标注，因此能够更忠实地遵循用户的文本指令。</p><p style=\"text-align: start;\">　　除了能够仅根据文本指令生成视频之外，该模型还能够获取现有的静态图像并从中生成视频，准确地让图像内容动起来并关注小细节。</p><p style=\"text-align: start;\">　　该模型还可以获取现有视频并对其进行扩展或填充缺失的帧，请参阅技术论文了解更多信息（晚些时候发布）。</p><p style=\"text-align: start;\">　　Sora 是能够理解和模拟现实世界的模型的基础，OpenAI相信这一功能将成为实现AGI的重要里程碑。</p><p style=\"text-align: start;\">　　奥特曼在线接单</p><p style=\"text-align: start;\">　　目前已有一些视觉艺术家、设计师和电影制作人（以及OpenAI员工）获得了Sora访问权限。</p><p style=\"text-align: start;\">　　他们开始不断po出新的作品，奥特曼也开始了在线接单模式。</p><p style=\"text-align: start;\">　　带上你的提示词@sama，就有可能收到生成好的视频回复。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b240031f575e632cf45a55038f975fcd\" title=\"\" tg-width=\"550\" tg-height=\"933\"/></p></body></html>","source":"lsy1569318700471","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>效果炸裂！OpenAI首个视频生成模型发布，1分钟流畅高清，网友：整个行业RIP</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; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .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效果炸裂！OpenAI首个视频生成模型发布，1分钟流畅高清，网友：整个行业RIP\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-16 09:54 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/K6ZXhH6xHsw0Nfj5TnKCXw><strong>量子位</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>刚刚，奥特曼发布OpenAI首个视频生成模型Sora。　　完美继承DALL·E 3的画质和遵循指令能力，能生成长达1分钟的高清视频。　　AI想象中的龙年春节，红旗招展人山人海。　　有紧跟舞龙队伍抬头好奇官网的儿童，还有不少人掏出手机边跟边拍，海量人物角色各有各的行为。　　雨后东京街头，潮湿地面反射霓虹灯光影效果堪比RTX ON。　　行驶中的列车窗外偶遇遮挡，车内人物倒影短暂出现非常惊艳。　　也可以...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/K6ZXhH6xHsw0Nfj5TnKCXw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/036b31d2930c33ad5b8d67f38195f24f","relate_stocks":{"MSFT":"微软"},"source_url":"https://mp.weixin.qq.com/s/K6ZXhH6xHsw0Nfj5TnKCXw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2411550300","content_text":"刚刚，奥特曼发布OpenAI首个视频生成模型Sora。　　完美继承DALL·E 3的画质和遵循指令能力，能生成长达1分钟的高清视频。　　AI想象中的龙年春节，红旗招展人山人海。　　有紧跟舞龙队伍抬头好奇官网的儿童，还有不少人掏出手机边跟边拍，海量人物角色各有各的行为。　　雨后东京街头，潮湿地面反射霓虹灯光影效果堪比RTX ON。　　行驶中的列车窗外偶遇遮挡，车内人物倒影短暂出现非常惊艳。　　也可以来一段好莱坞大片质感的电影预告片：　　竖屏超近景视角下，这只蜥蜴细节拉满：　　网友直呼game over，工作要丢了：　　甚至有人已经开始“悼念”一整个行业：　　AI理解运动中的物理世界　　OpenAI表示，正在教AI理解和模拟运动中的物理世界，目标是训练模型来帮助人们解决需要现实世界交互的问题　　根据文本提示生成视频，仅仅是整个计划其中的一步。　　目前Sora已经能生成具有多个角色、包含特定运动的复杂场景，不仅能理解用户在提示中提出的要求，还了解这些物体在物理世界中的存在方式。　　比如一大群纸飞机在树林中飞过，Sora知道碰撞后会发生什么，并表现其中的光影变化。一群纸飞机在茂密的丛林中翩翩起舞，在树林中穿梭，就像候鸟一样。　　Sora还可以在单个视频中创建多个镜头，并依靠对语言的深入理解准确地解释提示词，保留角色和视觉风格。美丽、白雪皑皑的东京熙熙攘攘。镜头穿过熙熙攘攘的城市街道，跟随几个人享受美丽的雪天并在附近的摊位购物。绚丽的樱花花瓣随着雪花随风飘扬。　　对于Sora当前存在的弱点，OpenAI也不避讳，指出它可能难以准确模拟复杂场景的物理原理，并且可能无法理解因果关系。　　例如“五只灰狼幼崽在一条偏僻的碎石路上互相嬉戏、追逐”，狼的数量会变化，一些凭空出现或消失。　　该模型还可能混淆提示的空间细节，例如混淆左右，并且可能难以精确描述随着时间推移发生的事件，例如遵循特定的相机轨迹。　　如提示词“篮球穿过篮筐然后爆炸”中，篮球没有正确被篮筐阻挡。　　技术方面，目前OpenAI透露的不多，简单介绍如下：　　Sora是一种扩散模型，从噪声开始，能够一次生成整个视频或扩展视频的长度，　　关键之处在于一次生成多帧的预测，确保画面主体即使暂时离开视野也能保持不变。　　与GPT模型类似，Sora使用了Transformer架构，有很强的扩展性。　　在数据方面，OpenAI将视频和图像表示为patch，类似于GPT中的token。　　通过这种统一的数据表示方式，可以在比以前更广泛的视觉数据上训练模型，涵盖不同的持续时间、分辨率和纵横比。　　Sora建立在过去对DALL·E和GPT模型的研究之上。它使用DALL·E 3的重述提示词技术，为视觉训练数据生成高度描述性的标注，因此能够更忠实地遵循用户的文本指令。　　除了能够仅根据文本指令生成视频之外，该模型还能够获取现有的静态图像并从中生成视频，准确地让图像内容动起来并关注小细节。　　该模型还可以获取现有视频并对其进行扩展或填充缺失的帧，请参阅技术论文了解更多信息（晚些时候发布）。　　Sora 是能够理解和模拟现实世界的模型的基础，OpenAI相信这一功能将成为实现AGI的重要里程碑。　　奥特曼在线接单　　目前已有一些视觉艺术家、设计师和电影制作人（以及OpenAI员工）获得了Sora访问权限。　　他们开始不断po出新的作品，奥特曼也开始了在线接单模式。　　带上你的提示词@sama，就有可能收到生成好的视频回复。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1279,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":269452696682536,"gmtCreate":1706801278419,"gmtModify":1706801279529,"author":{"id":"134415299988000","authorId":"134415299988000","name":"我是黄教主","avatar":"https://static.tigerbbs.com/84605b034aa3b9047dd8ebb91977889e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"134415299988000","authorIdStr":"134415299988000"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/LTHM\">$Livent Corp.(LTHM)$</a> 为什么没有交易呢？","listText":"<a href=\"https://laohu8.com/S/LTHM\">$Livent Corp.(LTHM)$</a> 为什么没有交易呢？","text":"$Livent Corp.(LTHM)$ 为什么没有交易呢？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/269452696682536","isVote":1,"tweetType":1,"viewCount":1465,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":261644702806216,"gmtCreate":1704904757296,"gmtModify":1704946744597,"author":{"id":"134415299988000","authorId":"134415299988000","name":"我是黄教主","avatar":"https://static.tigerbbs.com/84605b034aa3b9047dd8ebb91977889e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"134415299988000","authorIdStr":"134415299988000"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 向800进军","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 向800进军","text":"$英伟达(NVDA)$ 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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>飞飞飞","text":"$英伟达(NVDA)$飞飞飞","images":[{"img":"https://static.tigerbbs.com/f4b02abfab070e5f229dc7658ae68b59","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/161765118","isVote":1,"tweetType":1,"viewCount":543,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":377524328186280,"gmtCreate":1733208153548,"gmtModify":1733208155399,"author":{"id":"134415299988000","authorId":"134415299988000","name":"我是黄教主","avatar":"https://static.tigerbbs.com/84605b034aa3b9047dd8ebb91977889e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"134415299988000","authorIdStr":"134415299988000"},"themes":[],"htmlText":"然后订单转向GB300，还是Nvidia","listText":"然后订单转向GB300，还是Nvidia","text":"然后订单转向GB300，还是Nvidia","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/377524328186280","repostId":"1111170527","repostType":4,"repost":{"id":"1111170527","kind":"news","pubTimestamp":1733194825,"share":"https://www.laohu8.com/m/news/1111170527?lang=&edition=full","pubTime":"2024-12-03 11:00","market":"us","language":"zh","title":"消息称英伟达GB200芯片量产时间推迟，微软削减40%订单","url":"https://stock-news.laohu8.com/highlight/detail?id=1111170527","media":"IT之家","summary":"GB200 是 Blackwell GPU 架构的一部分。","content":"<html><head></head><body><p>据台媒工商时报报道，<strong>市场传出英伟达下一代 Blackwell 架构芯片 GB200 的量产计划再度遭遇技术瓶颈，而微软将削减订单。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d81637ff7d312bfcf511a4d3732b3bcd\" title=\"\" tg-width=\"600\" tg-height=\"338\"/></p><p style=\"text-align: justify;\">供应链透露，这次出现问题的是背板连接设计，<strong>因美国供应商的 Cartridge 连接器测试良率不佳，量产时间恐再推迟至 2025 年 3 月</strong>。英伟达正积极寻找替代者，不过碍于专利障碍及产能爬坡等问题，恐怕需要一段时间才能解决。</p><p style=\"text-align: justify;\">英伟达 GB200 采用台积电最先进的 CoWoS-L 先进封装技术，并整合高度复杂机柜设计。然而因设计复杂命运多舛，量产时间几经延迟。英伟达日前法说会上指出，Blackwell 生产已全面启动，但现在情况是供应不足，将携手合作伙伴克服。</p><p style=\"text-align: justify;\">报道称，供应链查访显示，微软已开出第一枪，将订单削减了 40%，部分转单至明年中推出的 GB300。</p><p style=\"text-align: justify;\">据了解，GB200 是英伟达 Blackwell GPU 架构的一部分，其性能最高可达前代 H100 GPU 的五倍，尤其是在人工智能方面。GB200 旨在处理大规模机器学习模型，例如用于大型语言模型（LLM）的人工智能训练。不过其功耗相当高，根据冷却配置的不同，需要 700W 到 1200W 的功率。而英伟达的 GB300 将采用全液冷系统，并且还将采用插槽式设计，便于 GPU 的安装和拆卸，与目前的焊接设计不同。</p></body></html>","source":"ithome","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>消息称英伟达GB200芯片量产时间推迟，微软削减40%订单</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b2ecc643d29637153359008308b86ea","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.ithome.com/0/814/929.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111170527","content_text":"据台媒工商时报报道，市场传出英伟达下一代 Blackwell 架构芯片 GB200 的量产计划再度遭遇技术瓶颈，而微软将削减订单。供应链透露，这次出现问题的是背板连接设计，因美国供应商的 Cartridge 连接器测试良率不佳，量产时间恐再推迟至 2025 年 3 月。英伟达正积极寻找替代者，不过碍于专利障碍及产能爬坡等问题，恐怕需要一段时间才能解决。英伟达 GB200 采用台积电最先进的 CoWoS-L 先进封装技术，并整合高度复杂机柜设计。然而因设计复杂命运多舛，量产时间几经延迟。英伟达日前法说会上指出，Blackwell 生产已全面启动，但现在情况是供应不足，将携手合作伙伴克服。报道称，供应链查访显示，微软已开出第一枪，将订单削减了 40%，部分转单至明年中推出的 GB300。据了解，GB200 是英伟达 Blackwell GPU 架构的一部分，其性能最高可达前代 H100 GPU 的五倍，尤其是在人工智能方面。GB200 旨在处理大规模机器学习模型，例如用于大型语言模型（LLM）的人工智能训练。不过其功耗相当高，根据冷却配置的不同，需要 700W 到 1200W 的功率。而英伟达的 GB300 将采用全液冷系统，并且还将采用插槽式设计，便于 GPU 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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a>600纪念","text":"$英伟达(NVDA)$600纪念","images":[{"img":"https://static.tigerbbs.com/1c3cdf6d5f4c66185a570014a324d589","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/388640410","isVote":1,"tweetType":1,"viewCount":1498,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3557143628409344","authorId":"3557143628409344","name":"和硕怡亲王","avatar":"https://static.tigerbbs.com/9807e06a21f5da3147448cbd193f24a8","crmLevel":2,"crmLevelSwitch":0,"idStr":"3557143628409344","authorIdStr":"3557143628409344"},"content":"其实我也替你们开心。同期我奈飞、英伟达、特斯拉三选一买的特斯拉。都4倍了。哈哈哈哈","text":"其实我也替你们开心。同期我奈飞、英伟达、特斯拉三选一买的特斯拉。都4倍了。哈哈哈哈","html":"其实我也替你们开心。同期我奈飞、英伟达、特斯拉三选一买的特斯拉。都4倍了。哈哈哈哈"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":304249086,"gmtCreate":1605256248345,"gmtModify":1703837016731,"author":{"id":"134415299988000","authorId":"134415299988000","name":"我是黄教主","avatar":"https://static.tigerbbs.com/84605b034aa3b9047dd8ebb91977889e","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"134415299988000","authorIdStr":"134415299988000"},"themes":[],"htmlText":"<a 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