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海中霸王
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海中霸王
2019-02-11
$拼多多(PDD)$ $阿里巴巴(BABA)$ $京东(JD)$ 如果说天猫是专卖店,那京东就是杂货铺,那拼多多就是2元店,8元店。各有各的市场。
海中霸王
2017-07-26
amd,让人失望的期权!
$AMD(AMD)$ 看看人家波音的期权涨幅,amd真是让人失望!
amd,让人失望的期权!
海中霸王
2019-01-03
$京东(JD)$ $美光科技(MU)$ 15000的资金,刚进来时玩到19000,现在亏到只有900多,不玩了,最后一点买了远期call,输光拉到。
海中霸王
2018-11-08
$迪士尼(DIS)$赌一个财报,如果能破122,就可以结束长达3年的箱体整理了。希望能赌对!
海中霸王
2018-08-21
$陌陌(MOMO)$屡空陌陌,屡失败,但还是想再空这货。不知道为啥那么不喜欢这公司?
海中霸王
2020-01-17
$小米集团-W(01810)$
大队长看好小米了,是不是小米要调整了?真是无语。。。。
海中霸王
2019-12-12
$小米集团-W(01810)$一个不上市的公司,就不要希望它赚很多钱,因为那跟股民没有任何关系,反而还抢走了同行,上下游的利润。所以还是希望小米能干掉华为,华为赚钱分几十亿给几万人,其他人只能眼馋。
海中霸王
2019-02-02
$Facebook(FB)$ 从去年3月的19000美刀,到今年1月初只剩800刀了,然后到1月底又变成了7000美刀,真是败也期权,成也期权。还能回本吗?
海中霸王
2018-04-27
$苹果(AAPL)$苹果啊,希望你5月1日的财报,给力点,看看最近推特,AMD,因特尔,亚马逊,都是财报给力,高开很多。连脸书,都高开8个点,现在就差你了。
海中霸王
2017-02-09
$Twitter(TWTR)$盘前账户还是盈利,现在又跌回去了,太盲目乐观推特了,只能指望它被收购了,也是管理层无能啊,不然股价50 60,都不是问题。唉!
海中霸王
2018-03-15
$迅雷(XNET)$ 今晚哪个put会作废吗?call的能翻倍才能保本。
海中霸王
2019-03-20
$老虎证券(TIGR)$$富途控股(FHL)$ 富途都20亿市值了,老虎现在才12亿,不是应该比富途强吗?
海中霸王
2018-08-03
$特斯拉(TSLA)$怎么才能买到当天就能翻10倍20倍的期权?😱😱😱昨夜特斯拉大涨了16%,看了期权,做多的也就涨了500%的,有什么情况会出现翻10倍以上的?
海中霸王
2018-05-29
$陌陌(MOMO)$手机里有装有陌陌的,进来点个赞,一直看不到这股上涨的原因,平时有多少人会用陌陌?
海中霸王
2021-11-18
$阿里巴巴(BABA)$
明天港股会补跌吗?
海中霸王
2018-08-22
$特斯拉(TSLA)$ $陌陌(MOMO)$ 为啥美国人宁愿空特斯拉,也不去空陌陌?😊
海中霸王
2018-05-03
$特斯拉(TSLA)$日k线都走好了,这盘后还杀跌这么多,搞什么?
海中霸王
2017-08-10
$网易(NTES)$ 预期4.07亿,实际4.38亿,这不是高于预期吗?盘后还跌?
海中霸王
2017-02-14
$500彩票网(WBAI)$ 是不是互联网彩票的梦想泡汤了?
海中霸王
2021-05-29
末日期权不能平仓?什么意思?平仓价格比买一价还低,就是不给成交。搞什么!
$老虎证券(TIGR)$
$摩根大通(JPM)$
去老虎APP查看更多动态
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href=\"https://mp.weixin.qq.com/s/nAj4_11eScNWVglGbYarLw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3755fdda80ee4878d06bf1bcbfdbf496","relate_stocks":{"01024":"快手-W"},"source_url":"https://mp.weixin.qq.com/s/nAj4_11eScNWVglGbYarLw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1150683019","content_text":"近日,针对快手公司短视频中存在违法信息等问题,公安机关依据《网络安全法》规定,依法给予快手公司警告处罚。经查,快手公司存在对法律、行政法规禁止发布或者传输的信息未及时处置,以及落实青少年模式不到位等情况,导致违法信息扩散,危害未成年人身心健康,违反了《网络安全法》相关规定。公安机关依法对快手公司给予行政处罚,责令其全面落实青少年模式,全面排查清理违法信息,并依法依规处置违法违规账号。请各互联网平台引以为鉴,举一反三,切实履行信息网络安全管理主体责任,严格落实网络实名制,加强源头治理、综合治理,有效防止违法信息传播,坚决防范违法信息对未成年人造成侵蚀危害。","news_type":1},"isVote":1,"tweetType":1,"viewCount":64,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367734718746672,"gmtCreate":1730796858004,"gmtModify":1730796859583,"author":{"id":"3434674559646753","authorId":"3434674559646753","name":"海中霸王","avatar":"https://static.tigerbbs.com/d595c5324caab31d7dcd61f923bd624a","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3434674559646753","idStr":"3434674559646753"},"themes":[],"htmlText":"<a 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为啥业绩好,也大跌?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/338496731201856","isVote":1,"tweetType":1,"viewCount":2619,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3575634053847864","authorId":"3575634053847864","name":"给v一个反对","avatar":"https://static.tigerbbs.com/19136b67b2365cda23e2e4c5637794e7","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3575634053847864","idStr":"3575634053847864"},"content":"业绩好,涨过吗","text":"业绩好,涨过吗","html":"业绩好,涨过吗"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":329214972539096,"gmtCreate":1721405193908,"gmtModify":1721614793016,"author":{"id":"3434674559646753","authorId":"3434674559646753","name":"海中霸王","avatar":"https://static.tigerbbs.com/d595c5324caab31d7dcd61f923bd624a","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3434674559646753","idStr":"3434674559646753"},"themes":[],"htmlText":"<a 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特朗普当选,这票不应该起码涨10倍啊!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/329214972539096","isVote":1,"tweetType":1,"viewCount":790,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321336966475864,"gmtCreate":1719481860971,"gmtModify":1719481863048,"author":{"id":"3434674559646753","authorId":"3434674559646753","name":"海中霸王","avatar":"https://static.tigerbbs.com/d595c5324caab31d7dcd61f923bd624a","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3434674559646753","idStr":"3434674559646753"},"themes":[],"htmlText":"呼之则来,挥之则去!","listText":"呼之则来,挥之则去!","text":"呼之则来,挥之则去!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321336966475864","repostId":"1105828366","repostType":2,"repost":{"id":"1105828366","kind":"news","pubTimestamp":1719480708,"share":"https://www.laohu8.com/m/news/1105828366?lang=&edition=full","pubTime":"2024-06-27 17:31","market":"us","language":"zh","title":"特斯拉中国被曝返聘部分被裁员工 ,收回 N+3 赔偿","url":"https://stock-news.laohu8.com/highlight/detail?id=1105828366","media":"IT之家","summary":"这不是特斯拉第一次返聘辞退员工。","content":"<html><head></head><body><p>据报道,特斯拉中国少量部门正在返聘部分被裁员工,且多集中在<strong>销售和服务</strong>领域。</p><p style=\"text-align: justify;\">据此前报道,马斯克于 4 月 15 日发出全员邮件,称特斯拉将在全球范围内裁减 10% 员工。此后知情人士透露,特斯拉中国这次裁员比例远不止马斯克说的 10%,销售部门是裁员重灾区。上周特斯拉被曝今年裁员已超 14%,全球员工减少到约 12.1 万人。</p><p style=\"text-align: justify;\">一位特斯拉销售体系前员工表示,裁员力度较大的部分商超门店<strong>仅保留 5 至 6 人团队</strong>,不利于门店正常运营。通常情况下,特斯拉商超门店员工人数应在 8 至 9 人。</p><p style=\"text-align: justify;\">报道称对于此次复聘,一些被裁退的特斯拉中国员工兴趣不大。部分在裁员行动中受到波及的特斯拉中国销售<strong>已经进入到其他国产新能源品牌</strong>,开启新工作。</p><p style=\"text-align: justify;\">博主 @胖虎Shawn 爆料称,返聘回去的员工要<strong>退回 N+3,</strong>此外特斯拉开始在销售和服务领域进行招聘。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/9db3417de5e6ad2993d83d11610915cd\" tg-width=\"912\" tg-height=\"332\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e4073d1ca050adc85739777602b2b929\" tg-width=\"1080\" tg-height=\"2062\"/></p><p style=\"text-align: justify;\">这不是特斯拉第一次返聘辞退员工。今年 5 月,特斯拉 CEO 埃隆・马斯克解雇近 500 名超级充电站团队的员工不久后,特斯拉再度聘用了部分员工,其中包括北美充电业务总监马克斯・德泽格尔。</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>特斯拉中国被曝返聘部分被裁员工 ,收回 N+3 赔偿</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特斯拉中国被曝返聘部分被裁员工 ,收回 N+3 赔偿\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-27 17:31 北京时间 <a href=https://www.ithome.com/0/778/123.htm><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据报道,特斯拉中国少量部门正在返聘部分被裁员工,且多集中在销售和服务领域。据此前报道,马斯克于 4 月 15 日发出全员邮件,称特斯拉将在全球范围内裁减 10% 员工。此后知情人士透露,特斯拉中国这次裁员比例远不止马斯克说的 10%,销售部门是裁员重灾区。上周特斯拉被曝今年裁员已超 14%,全球员工减少到约 12.1 万人。一位特斯拉销售体系前员工表示,裁员力度较大的部分商超门店仅保留 5 至 6...</p>\n\n<a href=\"https://www.ithome.com/0/778/123.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/340d3c04436bbba1df239d6d4a7e3fd2","relate_stocks":{"TSLA":"特斯拉"},"source_url":"https://www.ithome.com/0/778/123.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1105828366","content_text":"据报道,特斯拉中国少量部门正在返聘部分被裁员工,且多集中在销售和服务领域。据此前报道,马斯克于 4 月 15 日发出全员邮件,称特斯拉将在全球范围内裁减 10% 员工。此后知情人士透露,特斯拉中国这次裁员比例远不止马斯克说的 10%,销售部门是裁员重灾区。上周特斯拉被曝今年裁员已超 14%,全球员工减少到约 12.1 万人。一位特斯拉销售体系前员工表示,裁员力度较大的部分商超门店仅保留 5 至 6 人团队,不利于门店正常运营。通常情况下,特斯拉商超门店员工人数应在 8 至 9 人。报道称对于此次复聘,一些被裁退的特斯拉中国员工兴趣不大。部分在裁员行动中受到波及的特斯拉中国销售已经进入到其他国产新能源品牌,开启新工作。博主 @胖虎Shawn 爆料称,返聘回去的员工要退回 N+3,此外特斯拉开始在销售和服务领域进行招聘。这不是特斯拉第一次返聘辞退员工。今年 5 月,特斯拉 CEO 埃隆・马斯克解雇近 500 名超级充电站团队的员工不久后,特斯拉再度聘用了部分员工,其中包括北美充电业务总监马克斯・德泽格尔。","news_type":1},"isVote":1,"tweetType":1,"viewCount":829,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":305804010258624,"gmtCreate":1715681918566,"gmtModify":1715681919807,"author":{"id":"3434674559646753","authorId":"3434674559646753","name":"海中霸王","avatar":"https://static.tigerbbs.com/d595c5324caab31d7dcd61f923bd624a","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3434674559646753","idStr":"3434674559646753"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a><v-v data-views=\"0\"></v-v>希望大跌","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$ </a><v-v data-views=\"0\"></v-v>希望大跌","text":"$阿里巴巴(BABA)$ 希望大跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/305804010258624","isVote":1,"tweetType":1,"viewCount":1961,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":299118457548896,"gmtCreate":1714052173882,"gmtModify":1714052175848,"author":{"id":"3434674559646753","authorId":"3434674559646753","name":"海中霸王","avatar":"https://static.tigerbbs.com/d595c5324caab31d7dcd61f923bd624a","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3434674559646753","idStr":"3434674559646753"},"themes":[],"htmlText":"抄底","listText":"抄底","text":"抄底","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/299118457548896","repostId":"2430928301","repostType":2,"repost":{"id":"2430928301","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1714051659,"share":"https://www.laohu8.com/m/news/2430928301?lang=&edition=full","pubTime":"2024-04-25 21:27","market":"hk","language":"en","title":"What's Going On With Microsoft Stock Thursday?","url":"https://stock-news.laohu8.com/highlight/detail?id=2430928301","media":"Benzinga","summary":"Microsoft is set to report financial results for its fiscal third quarter after the market close on Thursday. The company is expected to report earnings of $2.82 per share and revenue of $60.804 billion, according to estimates from Benzinga Pro.","content":"<html><body><p><strong>Microsoft Corp </strong>(NASDAQ:MSFT) shares are in the spotlight Thursday ahead of earnings. Here’s what you need to know.</p>\n<p><strong>What To Know: </strong>Microsoft is set to report financial results for its fiscal third quarter after the market close on Thursday. The company is expected to report earnings of $2.82 per share and revenue of $60.804 billion, according to estimates from Benzinga Pro.</p>\n<p>Last quarter, Microsoft beat analyst estimates on the top and bottom lines as total revenues jumped 18% on a year-over-year basis.</p>\n<p>\"We’ve moved from talking about AI to applying AI at scale. By infusing AI across every layer of our tech stack, we’re winning new customers and helping drive new benefits and productivity gains across every sector,\" <strong>Satya Nadella</strong>, chairman and CEO of Microsoft, said at the time.</p>\n<p>On the conference call, Microsoft guided for a roughly 1 point decrease in Microsoft Cloud gross margin percentage and for capital expenditures to increase materially on a sequential basis.</p>\n<p>Microsoft also guided for Productivity and Business Processes revenue growth of 10% to 12%, Office 365 revenue growth of approximately 15%, Office Consumer and LinkedIn revenue growth in the mid-to-high single-digits, Intelligent Cloud revenue growth between 18% and 19% and stable revenue growth in Azure.</p>\n<p>Microsoft shares are facing some selling pressure ahead of earnings. Investors appear to be exercising caution after Meta fell more than 15% following its earnings report late Wednesday. Gross Domestic Product (GDP) also came in at 1.6% Thursday morning, below economist expectations of 2.5%, which appears to be sparking a broader selloff in markets.</p>\n<p><em>Check This Out: US Economy Grows 1.6% In Q1, Slightly Below Expectations As Price Pressures Weigh On Spending</em></p>\n<p>Here’s a look at some of the recent analyst changes:</p>\n<ul>\n<li>Stifel analyst Brad Reback maintained Microsoft with a Buy and a price target of $455.</li>\n</ul>\n<ul>\n<li>Citigroup analyst Tyler Radke maintained Microsoft with a Buy and lowered the price target from $480 to $475.</li>\n</ul>\n<ul>\n<li>Wells Fargo analyst Michael Turrin maintained Microsoft with an Overweight and raised the price target from $460 to $480.</li>\n</ul>\n<ul>\n<li>BMO Capital analyst Keith Bachman maintained Microsoft with an Outperform and raised the price target from $455 to $465.</li>\n</ul>\n<ul>\n<li>Morgan Stanley analyst Keith Weiss maintained Microsoft with an Overweight and raised the price target from $465 to $520.</li>\n</ul>\n<p><strong>MSFT Price Action:</strong> Microsoft shares were down 3.11% at $396.33 at the time of publication, according to Benzinga Pro.</p>\n<p><em>Photo: Shutterstock.</em></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>What's Going On With Microsoft Stock Thursday?</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\">\nWhat's Going On With Microsoft Stock Thursday?\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2024-04-25 21:27</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p><strong>Microsoft Corp </strong>(NASDAQ:MSFT) shares are in the spotlight Thursday ahead of earnings. Here’s what you need to know.</p>\n<p><strong>What To Know: </strong>Microsoft is set to report financial results for its fiscal third quarter after the market close on Thursday. The company is expected to report earnings of $2.82 per share and revenue of $60.804 billion, according to estimates from Benzinga Pro.</p>\n<p>Last quarter, Microsoft beat analyst estimates on the top and bottom lines as total revenues jumped 18% on a year-over-year basis.</p>\n<p>\"We’ve moved from talking about AI to applying AI at scale. By infusing AI across every layer of our tech stack, we’re winning new customers and helping drive new benefits and productivity gains across every sector,\" <strong>Satya Nadella</strong>, chairman and CEO of Microsoft, said at the time.</p>\n<p>On the conference call, Microsoft guided for a roughly 1 point decrease in Microsoft Cloud gross margin percentage and for capital expenditures to increase materially on a sequential basis.</p>\n<p>Microsoft also guided for Productivity and Business Processes revenue growth of 10% to 12%, Office 365 revenue growth of approximately 15%, Office Consumer and LinkedIn revenue growth in the mid-to-high single-digits, Intelligent Cloud revenue growth between 18% and 19% and stable revenue growth in Azure.</p>\n<p>Microsoft shares are facing some selling pressure ahead of earnings. Investors appear to be exercising caution after Meta fell more than 15% following its earnings report late Wednesday. Gross Domestic Product (GDP) also came in at 1.6% Thursday morning, below economist expectations of 2.5%, which appears to be sparking a broader selloff in markets.</p>\n<p><em>Check This Out: US Economy Grows 1.6% In Q1, Slightly Below Expectations As Price Pressures Weigh On Spending</em></p>\n<p>Here’s a look at some of the recent analyst changes:</p>\n<ul>\n<li>Stifel analyst Brad Reback maintained Microsoft with a Buy and a price target of $455.</li>\n</ul>\n<ul>\n<li>Citigroup analyst Tyler Radke maintained Microsoft with a Buy and lowered the price target from $480 to $475.</li>\n</ul>\n<ul>\n<li>Wells Fargo analyst Michael Turrin maintained Microsoft with an Overweight and raised the price target from $460 to $480.</li>\n</ul>\n<ul>\n<li>BMO Capital analyst Keith Bachman maintained Microsoft with an Outperform and raised the price target from $455 to $465.</li>\n</ul>\n<ul>\n<li>Morgan Stanley analyst Keith Weiss maintained Microsoft with an Overweight and raised the price target from $465 to $520.</li>\n</ul>\n<p><strong>MSFT Price Action:</strong> Microsoft shares were down 3.11% at $396.33 at the time of publication, according to Benzinga Pro.</p>\n<p><em>Photo: Shutterstock.</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4213":"石油与天然气的勘探与生产","BK4532":"文艺复兴科技持仓","LU0320765646.SGD":"FTIF - Franklin Income A MDIS SGD-H1","BK4592":"伊斯兰概念","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","MSFT":"微软","LU0106831901.USD":"贝莱德世界金融基金A2","BK4534":"瑞士信贷持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","GDP":"古德里奇","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4525":"远程办公概念","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4527":"明星科技股","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4579":"人工智能","BK4127":"投资银行业与经纪业","BK4588":"碎股","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4503":"景林资产持仓","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","BK4581":"高盛持仓","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","BK4504":"桥水持仓","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0053666078.USD":"摩根大通基金-美国股票A(离岸)美元","LU0072462426.USD":"贝莱德全球配置 A2","LU0098860793.USD":"FRANKLIN INCOME \"A\" INC","LU1989772840.SGD":"CPR Invest - Climate Action A2 Acc SGD-H","LU0082616367.USD":"摩根大通美国科技A(dist)","GB00B4QBRK32.GBP":"FUNDSMITH EQUITY \"R\" (GBP) INC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU0080751232.USD":"富达环球多元动力基金A","BK4548":"巴美列捷福持仓","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","GB00B4LPDJ14.GBP":"FUNDSMITH EQUITY \"R\" (GBP) ACC"},"source_url":"https://www.benzinga.com/news/earnings/24/04/38431585/whats-going-on-with-microsoft-stock-thursday","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2430928301","content_text":"Microsoft Corp (NASDAQ:MSFT) shares are in the spotlight Thursday ahead of earnings. Here’s what you need to know.\nWhat To Know: Microsoft is set to report financial results for its fiscal third quarter after the market close on Thursday. The company is expected to report earnings of $2.82 per share and revenue of $60.804 billion, according to estimates from Benzinga Pro.\nLast quarter, Microsoft beat analyst estimates on the top and bottom lines as total revenues jumped 18% on a year-over-year basis.\n\"We’ve moved from talking about AI to applying AI at scale. By infusing AI across every layer of our tech stack, we’re winning new customers and helping drive new benefits and productivity gains across every sector,\" Satya Nadella, chairman and CEO of Microsoft, said at the time.\nOn the conference call, Microsoft guided for a roughly 1 point decrease in Microsoft Cloud gross margin percentage and for capital expenditures to increase materially on a sequential basis.\nMicrosoft also guided for Productivity and Business Processes revenue growth of 10% to 12%, Office 365 revenue growth of approximately 15%, Office Consumer and LinkedIn revenue growth in the mid-to-high single-digits, Intelligent Cloud revenue growth between 18% and 19% and stable revenue growth in Azure.\nMicrosoft shares are facing some selling pressure ahead of earnings. Investors appear to be exercising caution after Meta fell more than 15% following its earnings report late Wednesday. Gross Domestic Product (GDP) also came in at 1.6% Thursday morning, below economist expectations of 2.5%, which appears to be sparking a broader selloff in markets.\nCheck This Out: US Economy Grows 1.6% In Q1, Slightly Below Expectations As Price Pressures Weigh On Spending\nHere’s a look at some of the recent analyst changes:\n\nStifel analyst Brad Reback maintained Microsoft with a Buy and a price target of $455.\n\n\nCitigroup analyst Tyler Radke maintained Microsoft with a Buy and lowered the price target from $480 to $475.\n\n\nWells Fargo analyst Michael Turrin maintained Microsoft with an Overweight and raised the price target from $460 to $480.\n\n\nBMO Capital analyst Keith Bachman maintained Microsoft with an Outperform and raised the price target from $455 to $465.\n\n\nMorgan Stanley analyst Keith Weiss maintained Microsoft with an Overweight and raised the price target from $465 to $520.\n\nMSFT Price Action: Microsoft shares were down 3.11% at $396.33 at the time of publication, according to Benzinga Pro.\nPhoto: Shutterstock.","news_type":1},"isVote":1,"tweetType":1,"viewCount":908,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":293674280390704,"gmtCreate":1712717472149,"gmtModify":1712717473805,"author":{"id":"3434674559646753","authorId":"3434674559646753","name":"海中霸王","avatar":"https://static.tigerbbs.com/d595c5324caab31d7dcd61f923bd624a","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3434674559646753","idStr":"3434674559646753"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01252\">$中国天瑞水泥(01252)$ </a>老虎怎么不能买?","listText":"<a href=\"https://laohu8.com/S/01252\">$中国天瑞水泥(01252)$ </a>老虎怎么不能买?","text":"$中国天瑞水泥(01252)$ 老虎怎么不能买?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/293674280390704","isVote":1,"tweetType":1,"viewCount":3588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":283854201036832,"gmtCreate":1710316773093,"gmtModify":1710316774821,"author":{"id":"3434674559646753","authorId":"3434674559646753","name":"海中霸王","avatar":"https://static.tigerbbs.com/d595c5324caab31d7dcd61f923bd624a","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3434674559646753","idStr":"3434674559646753"},"themes":[],"htmlText":"支持封了TikTok","listText":"支持封了TikTok","text":"支持封了TikTok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/283854201036832","repostId":"1136263286","repostType":2,"repost":{"id":"1136263286","kind":"news","pubTimestamp":1710313460,"share":"https://www.laohu8.com/m/news/1136263286?lang=&edition=full","pubTime":"2024-03-13 15:04","market":"us","language":"zh","title":"比美国禁令更可怕的事:TikTok日活用户数正在崩塌式下滑!","url":"https://stock-news.laohu8.com/highlight/detail?id=1136263286","media":"TMI科技","summary":"在美国,TikTok的情况可能实际上发生了大逆转。","content":"<html><head></head><body><p>美国众议院多数党领袖:<strong>众议院计划于周三上午10:00(北京时间周三22:00)左右就一项禁止TikTok在美运作的法案进行投票表决。</strong></p><p>TikTok上周在众议院委员会审议该法案时宣称,“这项立法将践踏1.7亿美国人的(宪法)第一修正案权利,剥夺500万小企业赖以发展和创造就业的平台”。</p><p>根据一项重要的调研,TikTok在2023年最后一个季度的日活跃用户数量(DAU)没有增长。在美国,TikTok的情况可能实际上发生了大逆转。</p><p style=\"text-align: justify;\">这对于经历了火箭般增长的字节跳动来说,这是令人震惊的。</p><p style=\"text-align: justify;\">问题的关键是为什么?</p><p style=\"text-align: justify;\">一些人可能会删除该应用程序。更有可能的是:<strong>一天中根本没有更多的时间供人们观看更多的TikTok视频。尤其是,对于进入一个新的忙碌时期(称为成年期)的年轻用户来说,更是如此。</strong></p><p style=\"text-align: justify;\">对于TikTok来说,这张图表可能比任何美国禁令都更令人担忧。</p><p style=\"text-align: justify;\">下图是六大社交媒体的日活跃用户数量(DAU)的增长率,来自Evercore ISI分析师利用Sensor Tower数据进行的季度审查。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/52da6a9e3e98c1ddae9be6c2fd44899a\" alt=\"\" title=\"\" tg-width=\"664\" tg-height=\"467\"/></p><p style=\"text-align: justify;\">从2020年到2022年上半年,TikTok的DAU增长率处于急速下滑的态势中。2023年第四季度,TikTok明显落后于Snapchat、YouTube、Instagram和Facebook。是的,你没看错:古老的Facebook竟然比TikTok增长得更快。</p><p style=\"text-align: justify;\">一个有趣的解释是:<strong>TikTok用户正在长大并承担新的责任,从而减少观看视频的时间。</strong></p><p style=\"text-align: justify;\">当TikTok推出时,风靡全球。年幼的孩子和青少年特别被TikTok上面独特的内容和文化所吸引。</p><p style=\"text-align: justify;\">假设这些用户在2016年和2017年首次下载TikTok时约为13岁。现在,这些人至少已经20岁了。他们有的已经全职工作,有的正在大学学习。对许多人来说,他们的父母不再为他们洗衣服、做饭、接送他们往返体育比赛、会议和其他活动。</p><p style=\"text-align: justify;\">对于还没有经历过这一点的人来说,这就叫做“生活”。这些东西需要很多额外的时间,所以留给TikTok的时间更少。</p><p style=\"text-align: justify;\">这也体现在数据中。《华尔街日报》最近援引分析公司Data.ai的数据报道:<strong>TikTok的18至24岁的美国每月平均活跃用户数量从2022年到2023年下降了近9%。</strong></p><p style=\"text-align: justify;\">“花费的时间”一直是TikTok业务中真正引起投资者注意的部分。根据Insider Intelligence的估计,预计到2024 年,美国成年人每天在TikTok上花费约一个小时,比YouTube还要多。</p><p style=\"text-align: justify;\">更多的时间=更多的机会向人们展示广告和做其他赚钱的事情。如果 TikTok 的一些核心用户再也负担不起每天在应用程序上花费一个小时的费用,这对企业来说非常不利。</p><p style=\"text-align: justify;\">有一位名叫布里埃尔的TikTok创作者,去年因抱怨她的新公司工作而在TikTok上受到大量的不公平抨击。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/30e9f244b76053b99d0c2e3b6d827952\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"540\"/></p><p style=\"text-align: justify;\">她是在大学毕业获得第一份工作后不久,在TikTok发布了一段视频,描述了她每天留给个人生活和基本家务的时间是多么少。然而评论区很多年纪大的用户都在严厉批评布里埃尔太天真了,人生还充满了许多其他所谓的失败。</p><p style=\"text-align: justify;\">虽然这些评论的人可能不无道理,但是对于海量而来的批评、指责甚至是网暴,很难有人心平气和地承受。</p><p style=\"text-align: justify;\">一方面没有那么多时间刷TikTok,另方面受不了太多的指责,这可能是导致很多人越来越少上TikTok。</p><p style=\"text-align: justify;\">《华尔街日报》最近采访了几位20多岁的TikTok用户。他们讲述了一个类似的故事:他们开始注意到,社交媒体,尤其是TikTok,妨碍了睡眠、工作、家务和人际关系。</p><p style=\"text-align: justify;\">他们还表示,最近几个月,<strong>他们的许多朋友已经删除了TikTok或缩减了使用量。</strong></p><p style=\"text-align: justify;\">27岁的会计师凯拉·布鲁斯告诉《华尔街日报》,她去年停止使用TikTok。</p><p style=\"text-align: justify;\">“我现在和我的朋友、我的家人、我的盘子和我的洗衣房在一起,”她说,“我不想再牺牲这些东西了。”</p><p style=\"text-align: justify;\">对于此,TikTok发言人表示:“TikTok提供了多种工具,从自定义屏幕时间限制到睡眠提醒,数百万人使用这些工具来帮助他们做出有意识的决定,决定如何度过他们的时间。”</p><p style=\"text-align: justify;\">并补充说TikTok会定期提醒人们这些功能。</p></body></html>","source":"lsy1710313504176","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>比美国禁令更可怕的事:TikTok日活用户数正在崩塌式下滑!</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比美国禁令更可怕的事:TikTok日活用户数正在崩塌式下滑!\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-13 15:04 北京时间 <a href=https://mp.weixin.qq.com/s/eOc6KhLXUdRof3iYG3D4Kw><strong>TMI科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美国众议院多数党领袖:众议院计划于周三上午10:00(北京时间周三22:00)左右就一项禁止TikTok在美运作的法案进行投票表决。TikTok上周在众议院委员会审议该法案时宣称,“这项立法将践踏1.7亿美国人的(宪法)第一修正案权利,剥夺500万小企业赖以发展和创造就业的平台”。根据一项重要的调研,TikTok在2023年最后一个季度的日活跃用户数量(DAU)没有增长。在美国,TikTok的情况...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/eOc6KhLXUdRof3iYG3D4Kw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/b6ba3e2be72a4d57d2577b74c932e102","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/eOc6KhLXUdRof3iYG3D4Kw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136263286","content_text":"美国众议院多数党领袖:众议院计划于周三上午10:00(北京时间周三22:00)左右就一项禁止TikTok在美运作的法案进行投票表决。TikTok上周在众议院委员会审议该法案时宣称,“这项立法将践踏1.7亿美国人的(宪法)第一修正案权利,剥夺500万小企业赖以发展和创造就业的平台”。根据一项重要的调研,TikTok在2023年最后一个季度的日活跃用户数量(DAU)没有增长。在美国,TikTok的情况可能实际上发生了大逆转。这对于经历了火箭般增长的字节跳动来说,这是令人震惊的。问题的关键是为什么?一些人可能会删除该应用程序。更有可能的是:一天中根本没有更多的时间供人们观看更多的TikTok视频。尤其是,对于进入一个新的忙碌时期(称为成年期)的年轻用户来说,更是如此。对于TikTok来说,这张图表可能比任何美国禁令都更令人担忧。下图是六大社交媒体的日活跃用户数量(DAU)的增长率,来自Evercore ISI分析师利用Sensor Tower数据进行的季度审查。从2020年到2022年上半年,TikTok的DAU增长率处于急速下滑的态势中。2023年第四季度,TikTok明显落后于Snapchat、YouTube、Instagram和Facebook。是的,你没看错:古老的Facebook竟然比TikTok增长得更快。一个有趣的解释是:TikTok用户正在长大并承担新的责任,从而减少观看视频的时间。当TikTok推出时,风靡全球。年幼的孩子和青少年特别被TikTok上面独特的内容和文化所吸引。假设这些用户在2016年和2017年首次下载TikTok时约为13岁。现在,这些人至少已经20岁了。他们有的已经全职工作,有的正在大学学习。对许多人来说,他们的父母不再为他们洗衣服、做饭、接送他们往返体育比赛、会议和其他活动。对于还没有经历过这一点的人来说,这就叫做“生活”。这些东西需要很多额外的时间,所以留给TikTok的时间更少。这也体现在数据中。《华尔街日报》最近援引分析公司Data.ai的数据报道:TikTok的18至24岁的美国每月平均活跃用户数量从2022年到2023年下降了近9%。“花费的时间”一直是TikTok业务中真正引起投资者注意的部分。根据Insider Intelligence的估计,预计到2024 年,美国成年人每天在TikTok上花费约一个小时,比YouTube还要多。更多的时间=更多的机会向人们展示广告和做其他赚钱的事情。如果 TikTok 的一些核心用户再也负担不起每天在应用程序上花费一个小时的费用,这对企业来说非常不利。有一位名叫布里埃尔的TikTok创作者,去年因抱怨她的新公司工作而在TikTok上受到大量的不公平抨击。她是在大学毕业获得第一份工作后不久,在TikTok发布了一段视频,描述了她每天留给个人生活和基本家务的时间是多么少。然而评论区很多年纪大的用户都在严厉批评布里埃尔太天真了,人生还充满了许多其他所谓的失败。虽然这些评论的人可能不无道理,但是对于海量而来的批评、指责甚至是网暴,很难有人心平气和地承受。一方面没有那么多时间刷TikTok,另方面受不了太多的指责,这可能是导致很多人越来越少上TikTok。《华尔街日报》最近采访了几位20多岁的TikTok用户。他们讲述了一个类似的故事:他们开始注意到,社交媒体,尤其是TikTok,妨碍了睡眠、工作、家务和人际关系。他们还表示,最近几个月,他们的许多朋友已经删除了TikTok或缩减了使用量。27岁的会计师凯拉·布鲁斯告诉《华尔街日报》,她去年停止使用TikTok。“我现在和我的朋友、我的家人、我的盘子和我的洗衣房在一起,”她说,“我不想再牺牲这些东西了。”对于此,TikTok发言人表示:“TikTok提供了多种工具,从自定义屏幕时间限制到睡眠提醒,数百万人使用这些工具来帮助他们做出有意识的决定,决定如何度过他们的时间。”并补充说TikTok会定期提醒人们这些功能。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1115,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":278902072516688,"gmtCreate":1709112740072,"gmtModify":1709112741911,"author":{"id":"3434674559646753","authorId":"3434674559646753","name":"海中霸王","avatar":"https://static.tigerbbs.com/d595c5324caab31d7dcd61f923bd624a","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3434674559646753","idStr":"3434674559646753"},"themes":[],"htmlText":"华为是个球,什么都想做,以为他是科技老大啊。","listText":"华为是个球,什么都想做,以为他是科技老大啊。","text":"华为是个球,什么都想做,以为他是科技老大啊。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/278902072516688","repostId":"1122933530","repostType":4,"repost":{"id":"1122933530","kind":"news","pubTimestamp":1709028341,"share":"https://www.laohu8.com/m/news/1122933530?lang=&edition=full","pubTime":"2024-02-27 18:05","market":"us","language":"zh","title":"谁能替代英伟达?","url":"https://stock-news.laohu8.com/highlight/detail?id=1122933530","media":"产业象限","summary":"英伟达真的不可替代吗?","content":"<html><head></head><body><p>作者丨山茶</p><p style=\"text-align: start;\"> 2月22日,英伟达发布2024财年四季报,营收221亿美元,同比增长265%,净利润123亿美元,同比激增769%,双双大超市场预期。</p><p style=\"text-align: start;\"> 然后,英伟达就杀疯了。</p><p style=\"text-align: start;\"> 一夜之间,英伟达市值暴涨2770亿美元,创下华尔街单日最大涨幅的历史记录。如今,英伟达的市值已经逼近2万亿美元。以国内生产总值计算,英伟达市值超过了大多数其他国家经济体的规模。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6c5a0e52cdbf147c68e0abe93e716f59\" alt=\"\" title=\"\" tg-width=\"550\" tg-height=\"579\"/></p><p style=\"text-align: start;\"> ▲图源:福布斯</p><p style=\"text-align: start;\"> 从企业层面看,这一市值也超越Meta,成为仅次于微软、苹果和沙特阿美的全球第四大市值的巨无霸。</p><p style=\"text-align: start;\"> 但有意思的现象是,虽然已经跻身第一梯队,但无论是营收还是利润,英伟达都与微软、苹果、甚至被它超过的Meta差距较远。</p><p style=\"text-align: start;\"> 可以对比来看:</p><ul style=\"\"><li><p>微软2024财年Q2营收620.2亿美元,净利润218.7亿美元;</p></li><li><p>苹果2024财年Q1营收1195亿美元,净利润339.16亿美元;</p></li><li><p>Meta2023年Q4营收401亿美元,净利润140.17亿美元。</p></li></ul><p style=\"text-align: start;\"> 《巴伦周刊》使用基于FactSet预测的2023年至2026年预期平均盈利增长,以及基于2024年预测的市盈率,对美股7大巨头企业的PEG比率(市盈率除以盈利增长率)也做了预测,英伟达是其中最低的。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f4cca40d3a9fa164ca00e548916b6058\" alt=\"\" title=\"\" tg-width=\"550\" tg-height=\"689\"/></p><p style=\"text-align: start;\"> ▲图源:FactSet</p><p style=\"text-align: start;\"> 毫无疑问,如今英伟达的市值存在巨大泡沫,但从国内到国外,投资者却都愿意为这样的泡沫买单。</p><p style=\"text-align: start;\"> 整个市场对英伟达充满信心,因为在某种程度上,市场已经将英伟达与AI时代的未来划上了等号。</p><p style=\"text-align: start;\"> 投资英伟达,就是投资属于未来的AI时代,在这样的逻辑下,英伟达似乎值得任何市值。</p><p style=\"text-align: start;\"> 那么,英伟达真的不可替代吗?谁又会成为英伟达的对手,谁又能将它赶下神坛?</p><p style=\"text-align: start;\"><strong> 01</strong></p><p style=\"text-align: start;\"><strong> 英伟达,凭什么遥遥领先?</strong></p><p style=\"text-align: start;\"> 和其它半导体企业相比,英伟达是“遥遥领先”的,起码在市值上如此。</p><p style=\"text-align: start;\"> 如今,在全球前十的半导体企业中,不算台积电和阿斯麦这样的纯代工厂和光刻机厂商,英伟达的市值约等于剩下七家市值的总和,甚至还有富余。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f4d76826d44e6b625ad23b33d2554716\" alt=\"\" title=\"\" tg-width=\"550\" tg-height=\"422\"/></p><p style=\"text-align: start;\"> ▲图源:芯东西</p><p style=\"text-align: start;\"> 撑起英伟达市值的,是其全球领先的AI计算芯片,包括A100、H100和即将上市的H200。根据富国银行的统计,英伟达目前在全球数据中心AI加速市场拥有98%的份额,处于绝对的统治地位。</p><p style=\"text-align: start;\"> 很多时候,这些芯片花钱也都很难买到。早在2023年8月的时候,就有媒体报道,英伟达的订单排到了2024年。其芯片的交付周期,也曾一度高达8~11个月(如今已经缩短为3~4个月)。马斯克曾为此吐槽,“英伟达的芯片比毒品还难搞到”。</p><p style=\"text-align: start;\"> 产能不足,供不应求,这些需求应该自然溢出到其他厂商。从供应链安全的角度考虑,面对如此集中的市场,企业似乎也不应该只选择英伟达这一家的产品。</p><p style=\"text-align: start;\"> 但全球的企业排着队将订单送到英伟达手中,难道,除了英伟达的芯片之外,AMD、英特尔这些企业的芯片都办法训练大模型吗?</p><p style=\"text-align: start;\"> 答案当然不是,但使用英伟达的芯片,目前仍然是训练和运行大模型的最优选择。这种优势体现在四个方面,包括硬件性能、软件生态、适用范围和整体性价比。</p><p style=\"text-align: start;\"> 首先是硬件性能。</p><p style=\"text-align: start;\"> 以英伟达在2020年5月发布的NVIDIA A100 GPU为例,这款芯片采用7nm制程和NVIDIA Ampere架构,拥有540亿个晶体管和6912个CUDA核心,最高可以提供80GB的GPU显存,以及2TB/s的全球超快显存带宽。在大模型训练和推理常用的FP16(半精度浮点运算)Tensor Core峰值性能可以达到312TF,使用稀疏计算的情况下,可以达到624TF。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dc579b9e96df9fd5909a5814f1217423\" alt=\"\" title=\"\" tg-width=\"550\" tg-height=\"274\"/></p><p style=\"text-align: start;\"> ▲图源:CSDN,NVIDIA GPU A100 Ampere(安培)架构深度解析</p><p style=\"text-align: start;\"> 很多人对这些指标没什么概念,我们来简单解释一下。</p><p style=\"text-align: start;\"> 芯片的制程决定着同样大小的芯片能够放下的晶体管的数量,而晶体管的数量越多,芯片的计算能力越强,这也是5纳米的芯片一定比7纳米的芯片先进的原因。</p><p style=\"text-align: start;\"> 至于CUDA核心,即CUDA线程,是英伟达CUDA平台编程模型中的基本执行单元。我们都知道,GPU最强的能力是并行计算,而CUDA核心越多,意味着芯片能同时并行计算的数量也就越多,芯片的性能更强,完成同样任务的速度更快。</p><p style=\"text-align: start;\"> 需要注意的是,芯片的计算能力强和计算效率高是两个概念。制程和晶体管的数量代表着计算能力,而CUDA核心的数量,代表着计算效率。</p><p style=\"text-align: start;\"> 至于显存和带宽,则决定了GPU在运行时的效率。其中显存决定GPU同时能够存储的最大数据,而显存带宽,则决定显存和显卡之间的数据传输速度。</p><p style=\"text-align: start;\"> 举一个简单直白的例子,在一个流水线上,原材料需要从库房运送到车间进行装备,然后将成品再运回库房。显存决定了库房能够放多少原材料,而显存带宽,则决定每次从库房送原材料的速度。如果库房不够大,或者材料传输速度不够快,那车间的生产能力再强,也无法生产出成品。所以显存和带宽,其实决定芯片能够参与训练多大参数规模的大模型,以及训练大模型的速度。</p><p style=\"text-align: start;\"> 明白了这些基本概念,我们再用最有代表性的两家企业,进行对比。</p><p style=\"text-align: start;\"> 首先是AMD,目前主打的芯片是MI250X,发布于2021年年底,采用7nm工艺,拥有582亿个晶体管,显存128G,显存带宽3.2768 TB/s,FP16峰值性能为369 TF,只有60个计算单元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3c631f033cdce9f6a3347fd962f92869\" alt=\"\" title=\"\" tg-width=\"550\" tg-height=\"368\"/></p><p style=\"text-align: start;\"> ▲图源:AMD官网,MI250X</p><p style=\"text-align: start;\"> 其次是英特尔,目前主打芯片Ponte Vecchio,同样发布于2021年,采用7nm工艺,宣称晶体管数量达到1020亿,是全世界晶体管数量最多的芯片。这款芯片显存128GB,显存带宽3.2TB/s,FP16峰值性能184TF,计算单元102个。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/daf6584a9a2581f675341ee9588d33a7\" alt=\"\" title=\"\" tg-width=\"550\" tg-height=\"308\"/></p><p style=\"text-align: start;\"> ▲图源:英特尔 Hot Chips 演示的幻灯片,展示了 PVC 上的小芯片</p><p style=\"text-align: start;\"> 我们会发现,即使从单纯的数据上看,英特尔和AMD也没有完全被英伟达甩开,甚至在某些领域,这两家的芯片还领先英伟达的A100。</p><p style=\"text-align: start;\"> 但是这里有两个误区,第一个误区是,英特尔和AMD这两款芯片的发布时间比A100都要晚一年,他们真正对标的对手,其实应该是英伟达在2022年初发布的H100,而现在英伟达的芯片已经更新到H200了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1a8fd05f5f63eecd29a0b65a3eb579fc\" alt=\"\" title=\"\" tg-width=\"550\" tg-height=\"306\"/></p><p style=\"text-align: start;\"> ▲图源:Semianalysis</p><p style=\"text-align: start;\"> 第二个误区在于,硬件指标并不完全等于芯片的整体能力,软件生态是决定芯片性能和使用的第二个关键指标。</p><p style=\"text-align: start;\"> 这就像手机和操作系统一样,手机的硬件配置再好,没有一个好的操作系统,对于消费者来说仍然不是一款好的手机。而这里需要提到的,就包括英伟达的CUDA平台、NVLink和Tensor Core等软件生态。</p><p style=\"text-align: start;\"> 比如CUDA平台,我们前面提到的CUDA核心就是这个平台的产物,它可以提高芯片的并行计算能力;它可以通过编程,提高GPU的能效比,让同样的工作耗费更少的能源。</p><p style=\"text-align: start;\"> 此外,CUDA平台还支持广泛的应用程序,包括科学计算、深度学习、机器学习、图像处理、视频处理等等,它还允许技术人员通过C++等常用的编程语言来编写GPU代码。打一个不恰当的比方,这相当于中国人不用学习英文,直接使用中文指挥外国人做事情,帮助技术人员节省了巨大成本。</p><p style=\"text-align: start;\"> 但目前市面上大多数程序员已经深度依赖CUDA平台和开发工具,就像我们使用微信许多年了,你的朋友、聊天记录、朋友圈都在这个微信上,即使现在出现一个更好用的社交软件,你也很难迁移。</p><p style=\"text-align: start;\"> CUDA带来的生态壁垒也类似这个道理,其他平台虽然也有自己的软件生态,比如AMD有自己的GCN 架构,英特尔有Xe架构,甚至为开发者提供类似“一键换机”迁移功能,但都很难与英伟达竞争。</p><p style=\"text-align: start;\"> 当然,这里面也有一些曲线救国的做法,比如以AMD为首,越来越多的芯片企业采用了“打不过就加入”的策略,选择将自己的芯片兼容到CUDA平台,早在2012年的时候,AMD就与Nvidia 达成了一项协议,允许AMD在其GCN架构GPU中使用 CUDA 技术,所以现在我们在AMD的芯片中,也会看到CUDA核心。</p><p style=\"text-align: start;\"> 当然,对于英伟达来说,CUDA也只是护城河的一部分,其他的技术如NVLink也至关重要。</p><p style=\"text-align: start;\"> 作为大模型训练的GPU,没有哪家企业会单独使用一张GPU,每次都会使用至少几百张卡,甚至上万张卡一起建立计算集群。NVLink是一种链接技术,可以实现GPU之间的高速、低延迟的互联。如果没有这种技术,整个芯片算力的集群就无法实现1+1>3的效果,而且会增加GPU之间的通信延迟,执行任务的效率会降低,芯片的功耗会增加,最终增加整个系统的运行成本。</p><p style=\"text-align: start;\"> 大模型训练实际上是一个非常消耗能源的事情,国盛证券做过一个计算,假设每天约有1300万独立访客使用ChatGPT,那每天的电费就需要5万美元。而如果没有NVLink,这笔成本还会指数级上升。</p><p style=\"text-align: start;\"> 芯片某种程度上就像购车一样,购车只是第一次成本,之后的油费、保养、保险才是成本的大头。所以黄仁勋才说,“AI系统最重要的不是硬件组成的成本,而是训练和运用AI的费用。”</p><p style=\"text-align: start;\"> 所以,虽然AMD、英特尔在某些芯片上把价格定得比英伟达更低,但是从长期成本来考虑,具有更优软件生态和协同、配套工具的英伟达芯片仍然是性价比最高的选择。</p><p style=\"text-align: start;\"> 当然,这里面还要考虑到使用场景的问题。</p><p style=\"text-align: start;\"> 比如英伟达的大客户,主要是以Meta、微软、亚马逊、Google为代表的云计算平台。有媒体报道,头部云计算厂商在英伟达H100 GPU整体市场份额中的占比达到50%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fbdf7dba458a181a201f58f9d763c484\" alt=\"\" title=\"\" tg-width=\"550\" tg-height=\"548\"/></p><p style=\"text-align: start;\"> ▲图源:Omida Research</p><p style=\"text-align: start;\"> 而云厂商采购芯片的逻辑,主要是构建算力集群,然后通过云服务平台将这些算力再卖出去。但这里就会存在一个问题,就是云厂商并不知道客户会拿这些算力来做些什么,比如有的企业会用来做机器学习,有企业需要大模型训练,也有企业需要做大模型推理。</p><p style=\"text-align: start;\"> 不同的需求,背后对应的算力配置也不尽相同,它需要底层的芯片能够支持多种编程模型,支持多种数据类型,有较好的可拓展性和良好的性能和功耗等等。而这些,恰恰是英伟达硬件能力加软件生态带来的优势。</p><p style=\"text-align: start;\"> 综合来看,无论是从硬件性能,还是软件生态;无论是从开发工具和部署工具,到长期使用的成本和可开发应用场景。对比同类竞争对手,英伟达都属于最有性价比,且遥遥领先的存在。</p><p style=\"text-align: start;\"> 这就是为什么明明需要排着长队、忍受长时间等待,大家却仍然执着于英伟达芯片的原因。</p><p style=\"text-align: start;\"> <strong> 02</strong></p><p style=\"text-align: start;\"><strong> 谁想替代英伟达?</strong></p><p style=\"text-align: start;\"> 难道英伟达真的不能被超越吗?当然也不是,在巨大的市场利益面前,从传统半导体巨头到初创企业,围剿英伟达的呼声从来就没有停止过。</p><p style=\"text-align: start;\"> 特别是最近几年,随着云计算和云端AI芯片的火爆,已经有无数的半导体公司说过,自家芯片已经在部分性能上超过了英伟达A100,就像今天也有无数大模型企业会说自己已经在某些方面超过OpenAI GPT-3.5一样。</p><p style=\"text-align: start;\"> 在最新披露年报中,英伟达是这样描述自己的竞争风险的。</p><p style=\"text-align: start;\"> 公司的竞争来源主要有两个,一个是 GPU、CPU、DPU、嵌入式SoC和其他加速AI计算处理器产品的公司,比如英特尔、AMD、高通、华为;另一个是提供基于InfiniBand(无线带宽技术)、以太网、光纤通道和专有技术的半导体高性能互连产品供应商,比如华为、思科、惠普这样的通信公司,以及亚马逊、微软、阿里、谷歌、华为这样的云服务公司等等。</p><p style=\"text-align: start;\"> 特别是第一次被英伟达列为对手且被反复提到的华为。从芯片硬件到软件,从云服务到通信解决方案,英伟达几乎将华为当做所有领域的竞争对手。</p><p style=\"text-align: start;\"> 奇怪的是,虽然在2023年8月,科大讯飞创始人刘庆峰就提到华为的GPU已经可以对标A100了,但其实从客观的性能、使用成本,软硬件生态工具,华为与英伟达之间仍然有着代际的差距。</p><p style=\"text-align: start;\"> 华为被如此重视,关键在于两点:</p><p style=\"text-align: start;\"> 一是市场环境的问题,由于众所周知的原因,英伟达的高端芯片在国内的销路并不畅通,在全面国产替代的背景下,其针对中国的特供版芯片在中国的竞争力也在降低。在这样的背景下,华为拥有更多的成长空间,不必直接对标英伟达最先进的H200。</p><p style=\"text-align: start;\"> 另一个关键是华为的生态能力非常齐全,作为通信起家的企业,华为不仅拥有自己的芯片,服务器,还拥有自己的云计算平台和大模型。基本上,华为覆盖了AI这条产业链从头到尾的所有环节,对比英伟达拥有更大的潜力和可能。</p><p style=\"text-align: start;\"> 如今,华为的昇腾910B正在疯狂席卷中国市场,除了科大讯飞之外,国内多地的智算中心也都已经用上了华为的芯片。《财经》之前报道,华为昇腾系列产品目前处在供不应求状态,价格约只有英伟达A100的60%甚至可以更低。</p><p style=\"text-align: start;\"> 为了应对国内市场的变化,英伟达也在积极推出新的产品。2月初,有媒体报道,英伟达的新款国内专供芯片H20已经开始在接受经销商的预定。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/309b546944a748698d8228db3adbee1b\" alt=\"\" title=\"\" tg-width=\"550\" tg-height=\"308\"/></p><p style=\"text-align: start;\"> ▲图源:NVIDIA 由H2O.ai和NVIDIA提供支持的融合AI生态系统</p><p style=\"text-align: start;\"> 而有趣的是,作为新产品,英伟达H20每张的定价换算成人民币仅在8.6万~11万左右,刚好略低于华为昇腾910B 12万元左右的价格。在英伟达承受中国市场压力的背景下,这被看做是一种防守策略。</p><p style=\"text-align: start;\"> 除了在国内有被黄仁勋亲自认证的竞争对手华为之外,海外市场英伟达其实也是群狼环伺。</p><p style=\"text-align: start;\"> 最虎视眈眈的自然是AMD。</p><p style=\"text-align: start;\"> 2023年6月,AMD发布了Instinct MI300,目标是对标英伟达H100,其晶体管数量达到1530亿,内存192GB、内存带宽5.3TB/s,分别是英伟达H100的大约2倍、2.4倍和1.6倍。</p><p style=\"text-align: start;\"> 软件上,AMD仍然延续兼容CUDA的策略,一方面通过迁移工具,翻译CUDA应用的策略吸引英伟达的开发者,另一方面开源自家的ROCm软件,提高企业和开发者的自主权。</p><p style=\"text-align: start;\"> 对于芯片算力这么基础的部分,没有企业希望英伟达成为自己的唯一供应商,所以在MI300推出之后,包括OpenAI、微软、Meta都纷纷表态将采购MI300。</p><p style=\"text-align: start;\"> 除了AMD,即使是已经在AI上落后的英特尔,也不甘心错过这场泼天富贵。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8d28717f037880c92a52e4c07879af3f\" alt=\"\" title=\"\" tg-width=\"550\" tg-height=\"309\"/></p><p style=\"text-align: start;\"> ▲图源:彭博社 英特尔公司首席执行官Patrick Gelsinger于2023年12月14日星期四在美国纽约举行的英特尔AI Everywhere发布会上发表讲话</p><p style=\"text-align: start;\"> 英特尔最新的AI芯片Gaudi3将在2024年上市,这款芯片采用5nm工艺,最高配备128GB的内存。按英特尔的宣传,这款芯片的带宽是Gaudi 2(7nm工艺)的1.5倍,BF16功率是其4倍,网络算力是其2倍,并表示Gaudi3的性能将优于英伟达的H100。同时,美国政府也在对英特尔进行扶持,预计将向英特尔提供超过100亿美元的补贴。</p><p style=\"text-align: start;\"> 从战略上,与英伟达的优势在云端不同,英特尔的优势在与其广阔个人终端市场。所以英特尔其实将更大的赌注压在了个人终端的AI化上。英特尔CEO基辛格多次提到,要重构PC体验,并表达对未来AI PC市场的看好。英特尔希望依靠其CPU在个人PC上的优势,率先抢占这一市场,然后再通过消费市场反向促进云端市场的繁荣,打一波农村包围城市的战役。</p><p style=\"text-align: start;\"> 事实上,芯片的行业特点与软件、或者互联网的商业可以通过建立用户规模,或者生态就建立壁垒实现赢者通吃不同。作为高度技术密集型产业,芯片技术的代际变化非常大,只要存在技术迭代的机会,后来者就永远有弯道超车的可能。</p><p style=\"text-align: start;\"> 芯片不同于软件,或者互联网等其他业务模式,建立起一定的用户规模之后可以一直赢者通吃。只要存在技术迭代的机会,后来者就永远有弯道超车的可能。</p><p style=\"text-align: start;\"> 而无论是AMD还是英特尔,亦或者华为,他们都有深厚的技术研发能力和充裕的资金,这些企业可能会在这个阶段暂时落后,但也谁无法笃定,这些企业不会出现一次技术涌现,或者抓住某个技术迭代的关键时期后来居上。</p><p style=\"text-align: start;\"> 从最新财报看,AMD 2023年Q4数据中心的销售额22.8亿美元,同比增长38%,表明市场已经在逐步接纳其AI芯片的使用。</p><p style=\"text-align: start;\"> 而除了AMD和英特尔这样的老牌玩家之外,这个市场上还有很多创业者在前赴后继。</p><p style=\"text-align: start;\"> 最近比较出名的如Groq,其针对大语言模型量身定制的LPU芯片每秒可以生成500个token,远超英伟达芯片的效率。当然,这个成绩仍然是在实验场景下的结果,最终工程化交付还有很长的距离,且这款芯片也还有许多技术问题有待解决。</p><p style=\"text-align: start;\"> 但这本质上代表,面对新的场景,如今的芯片的技术仍有创新空间。</p><p style=\"text-align: start;\"> 所以我们会看到,作为全球最具代表的AI企业,OpenAI也宣布了自己的造芯计划。其创始人CEO Altman前段时间不仅传出7万亿美元的募资芯片,在这之前更是已经投资了包括Cerebras、Rain Neuromorphics和Atomic Semi在内的至少三家芯片公司。</p><p style=\"text-align: start;\"> 远在日本的孙正义,在互联网时代已经功成名就的他也打算放过这次机会,刚刚从巨额的投资亏损中解套的他,立马就提出了募集1000亿美元以创立一家人工智能半导体芯片企业的计划。</p><p style=\"text-align: start;\"> 有媒体报道,在这次计划中,软银将出资300亿美元资金,另有700亿美元的资金可能来自中东地区的机构。而在2023年,软银集团曾以640亿美元的估值收购ARM公司25%股份,这也是孙正义投入芯片的底气之一。</p><p style=\"text-align: start;\"> 当然,对于英伟达来说,更大或者更直接的危险还是来自其最大的客户——云厂商。</p><p style=\"text-align: start;\"> 面对巨大的算力需求,国内如百度、华为、阿里都相继推出了自己的AI芯片,在国外,包括微软、亚马逊、Google也同样在开发自己芯片。</p><p style=\"text-align: start;\"> 当然,这些芯片主要针对的是特定场景的计算需求,与英伟达面向通用场景的GPT仍然有不同。但这也代表,云计算厂商正在逐步减少对英伟达的依赖。而正如前面所提到的,这部分企业才是真正支撑英伟达业绩的主要客户。</p><p style=\"text-align: start;\"> 面对这些既定的,或者潜在的市场变化,英伟达自然也没闲着。据路透社报道,英伟达近期已与微软等主要云厂商联系,商讨为云厂商定制AI芯片的问题。</p><p style=\"text-align: start;\"> 同时,英伟达也在持续推出新的芯片,以期望不断拉开与后来者的距离。目前,英伟达已经公布了其下一代AI芯片B100的消息,设计性能要比H100快3倍。</p><p style=\"text-align: start;\"> 所以,虽然超越英伟达的机会仍然存在,这个世界也从不缺少挑战“霸权”的勇士,但这个任务显然还很漫长。</p></body></html>","source":"lsy1709033562161","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>谁能替代英伟达?</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; 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*/\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谁能替代英伟达?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-27 18:05 北京时间 <a href=https://finance.sina.com.cn/tech/csj/2024-02-27/doc-inaknpfi3364051.shtml><strong>产业象限</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者丨山茶 2月22日,英伟达发布2024财年四季报,营收221亿美元,同比增长265%,净利润123亿美元,同比激增769%,双双大超市场预期。 然后,英伟达就杀疯了。 一夜之间,英伟达市值暴涨2770亿美元,创下华尔街单日最大涨幅的历史记录。如今,英伟达的市值已经逼近2万亿美元。以国内生产总值计算,英伟达市值超过了大多数其他国家经济体的规模。 ▲图源:福布斯 从企业层面看,这一市值也...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/csj/2024-02-27/doc-inaknpfi3364051.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/7b8db4b0e3e8dc0281ba058cc5847232","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://finance.sina.com.cn/tech/csj/2024-02-27/doc-inaknpfi3364051.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1122933530","content_text":"作者丨山茶 2月22日,英伟达发布2024财年四季报,营收221亿美元,同比增长265%,净利润123亿美元,同比激增769%,双双大超市场预期。 然后,英伟达就杀疯了。 一夜之间,英伟达市值暴涨2770亿美元,创下华尔街单日最大涨幅的历史记录。如今,英伟达的市值已经逼近2万亿美元。以国内生产总值计算,英伟达市值超过了大多数其他国家经济体的规模。 ▲图源:福布斯 从企业层面看,这一市值也超越Meta,成为仅次于微软、苹果和沙特阿美的全球第四大市值的巨无霸。 但有意思的现象是,虽然已经跻身第一梯队,但无论是营收还是利润,英伟达都与微软、苹果、甚至被它超过的Meta差距较远。 可以对比来看:微软2024财年Q2营收620.2亿美元,净利润218.7亿美元;苹果2024财年Q1营收1195亿美元,净利润339.16亿美元;Meta2023年Q4营收401亿美元,净利润140.17亿美元。 《巴伦周刊》使用基于FactSet预测的2023年至2026年预期平均盈利增长,以及基于2024年预测的市盈率,对美股7大巨头企业的PEG比率(市盈率除以盈利增长率)也做了预测,英伟达是其中最低的。 ▲图源:FactSet 毫无疑问,如今英伟达的市值存在巨大泡沫,但从国内到国外,投资者却都愿意为这样的泡沫买单。 整个市场对英伟达充满信心,因为在某种程度上,市场已经将英伟达与AI时代的未来划上了等号。 投资英伟达,就是投资属于未来的AI时代,在这样的逻辑下,英伟达似乎值得任何市值。 那么,英伟达真的不可替代吗?谁又会成为英伟达的对手,谁又能将它赶下神坛? 01 英伟达,凭什么遥遥领先? 和其它半导体企业相比,英伟达是“遥遥领先”的,起码在市值上如此。 如今,在全球前十的半导体企业中,不算台积电和阿斯麦这样的纯代工厂和光刻机厂商,英伟达的市值约等于剩下七家市值的总和,甚至还有富余。 ▲图源:芯东西 撑起英伟达市值的,是其全球领先的AI计算芯片,包括A100、H100和即将上市的H200。根据富国银行的统计,英伟达目前在全球数据中心AI加速市场拥有98%的份额,处于绝对的统治地位。 很多时候,这些芯片花钱也都很难买到。早在2023年8月的时候,就有媒体报道,英伟达的订单排到了2024年。其芯片的交付周期,也曾一度高达8~11个月(如今已经缩短为3~4个月)。马斯克曾为此吐槽,“英伟达的芯片比毒品还难搞到”。 产能不足,供不应求,这些需求应该自然溢出到其他厂商。从供应链安全的角度考虑,面对如此集中的市场,企业似乎也不应该只选择英伟达这一家的产品。 但全球的企业排着队将订单送到英伟达手中,难道,除了英伟达的芯片之外,AMD、英特尔这些企业的芯片都办法训练大模型吗? 答案当然不是,但使用英伟达的芯片,目前仍然是训练和运行大模型的最优选择。这种优势体现在四个方面,包括硬件性能、软件生态、适用范围和整体性价比。 首先是硬件性能。 以英伟达在2020年5月发布的NVIDIA A100 GPU为例,这款芯片采用7nm制程和NVIDIA Ampere架构,拥有540亿个晶体管和6912个CUDA核心,最高可以提供80GB的GPU显存,以及2TB/s的全球超快显存带宽。在大模型训练和推理常用的FP16(半精度浮点运算)Tensor Core峰值性能可以达到312TF,使用稀疏计算的情况下,可以达到624TF。 ▲图源:CSDN,NVIDIA GPU A100 Ampere(安培)架构深度解析 很多人对这些指标没什么概念,我们来简单解释一下。 芯片的制程决定着同样大小的芯片能够放下的晶体管的数量,而晶体管的数量越多,芯片的计算能力越强,这也是5纳米的芯片一定比7纳米的芯片先进的原因。 至于CUDA核心,即CUDA线程,是英伟达CUDA平台编程模型中的基本执行单元。我们都知道,GPU最强的能力是并行计算,而CUDA核心越多,意味着芯片能同时并行计算的数量也就越多,芯片的性能更强,完成同样任务的速度更快。 需要注意的是,芯片的计算能力强和计算效率高是两个概念。制程和晶体管的数量代表着计算能力,而CUDA核心的数量,代表着计算效率。 至于显存和带宽,则决定了GPU在运行时的效率。其中显存决定GPU同时能够存储的最大数据,而显存带宽,则决定显存和显卡之间的数据传输速度。 举一个简单直白的例子,在一个流水线上,原材料需要从库房运送到车间进行装备,然后将成品再运回库房。显存决定了库房能够放多少原材料,而显存带宽,则决定每次从库房送原材料的速度。如果库房不够大,或者材料传输速度不够快,那车间的生产能力再强,也无法生产出成品。所以显存和带宽,其实决定芯片能够参与训练多大参数规模的大模型,以及训练大模型的速度。 明白了这些基本概念,我们再用最有代表性的两家企业,进行对比。 首先是AMD,目前主打的芯片是MI250X,发布于2021年年底,采用7nm工艺,拥有582亿个晶体管,显存128G,显存带宽3.2768 TB/s,FP16峰值性能为369 TF,只有60个计算单元。 ▲图源:AMD官网,MI250X 其次是英特尔,目前主打芯片Ponte Vecchio,同样发布于2021年,采用7nm工艺,宣称晶体管数量达到1020亿,是全世界晶体管数量最多的芯片。这款芯片显存128GB,显存带宽3.2TB/s,FP16峰值性能184TF,计算单元102个。 ▲图源:英特尔 Hot Chips 演示的幻灯片,展示了 PVC 上的小芯片 我们会发现,即使从单纯的数据上看,英特尔和AMD也没有完全被英伟达甩开,甚至在某些领域,这两家的芯片还领先英伟达的A100。 但是这里有两个误区,第一个误区是,英特尔和AMD这两款芯片的发布时间比A100都要晚一年,他们真正对标的对手,其实应该是英伟达在2022年初发布的H100,而现在英伟达的芯片已经更新到H200了。 ▲图源:Semianalysis 第二个误区在于,硬件指标并不完全等于芯片的整体能力,软件生态是决定芯片性能和使用的第二个关键指标。 这就像手机和操作系统一样,手机的硬件配置再好,没有一个好的操作系统,对于消费者来说仍然不是一款好的手机。而这里需要提到的,就包括英伟达的CUDA平台、NVLink和Tensor Core等软件生态。 比如CUDA平台,我们前面提到的CUDA核心就是这个平台的产物,它可以提高芯片的并行计算能力;它可以通过编程,提高GPU的能效比,让同样的工作耗费更少的能源。 此外,CUDA平台还支持广泛的应用程序,包括科学计算、深度学习、机器学习、图像处理、视频处理等等,它还允许技术人员通过C++等常用的编程语言来编写GPU代码。打一个不恰当的比方,这相当于中国人不用学习英文,直接使用中文指挥外国人做事情,帮助技术人员节省了巨大成本。 但目前市面上大多数程序员已经深度依赖CUDA平台和开发工具,就像我们使用微信许多年了,你的朋友、聊天记录、朋友圈都在这个微信上,即使现在出现一个更好用的社交软件,你也很难迁移。 CUDA带来的生态壁垒也类似这个道理,其他平台虽然也有自己的软件生态,比如AMD有自己的GCN 架构,英特尔有Xe架构,甚至为开发者提供类似“一键换机”迁移功能,但都很难与英伟达竞争。 当然,这里面也有一些曲线救国的做法,比如以AMD为首,越来越多的芯片企业采用了“打不过就加入”的策略,选择将自己的芯片兼容到CUDA平台,早在2012年的时候,AMD就与Nvidia 达成了一项协议,允许AMD在其GCN架构GPU中使用 CUDA 技术,所以现在我们在AMD的芯片中,也会看到CUDA核心。 当然,对于英伟达来说,CUDA也只是护城河的一部分,其他的技术如NVLink也至关重要。 作为大模型训练的GPU,没有哪家企业会单独使用一张GPU,每次都会使用至少几百张卡,甚至上万张卡一起建立计算集群。NVLink是一种链接技术,可以实现GPU之间的高速、低延迟的互联。如果没有这种技术,整个芯片算力的集群就无法实现1+1>3的效果,而且会增加GPU之间的通信延迟,执行任务的效率会降低,芯片的功耗会增加,最终增加整个系统的运行成本。 大模型训练实际上是一个非常消耗能源的事情,国盛证券做过一个计算,假设每天约有1300万独立访客使用ChatGPT,那每天的电费就需要5万美元。而如果没有NVLink,这笔成本还会指数级上升。 芯片某种程度上就像购车一样,购车只是第一次成本,之后的油费、保养、保险才是成本的大头。所以黄仁勋才说,“AI系统最重要的不是硬件组成的成本,而是训练和运用AI的费用。” 所以,虽然AMD、英特尔在某些芯片上把价格定得比英伟达更低,但是从长期成本来考虑,具有更优软件生态和协同、配套工具的英伟达芯片仍然是性价比最高的选择。 当然,这里面还要考虑到使用场景的问题。 比如英伟达的大客户,主要是以Meta、微软、亚马逊、Google为代表的云计算平台。有媒体报道,头部云计算厂商在英伟达H100 GPU整体市场份额中的占比达到50%。 ▲图源:Omida Research 而云厂商采购芯片的逻辑,主要是构建算力集群,然后通过云服务平台将这些算力再卖出去。但这里就会存在一个问题,就是云厂商并不知道客户会拿这些算力来做些什么,比如有的企业会用来做机器学习,有企业需要大模型训练,也有企业需要做大模型推理。 不同的需求,背后对应的算力配置也不尽相同,它需要底层的芯片能够支持多种编程模型,支持多种数据类型,有较好的可拓展性和良好的性能和功耗等等。而这些,恰恰是英伟达硬件能力加软件生态带来的优势。 综合来看,无论是从硬件性能,还是软件生态;无论是从开发工具和部署工具,到长期使用的成本和可开发应用场景。对比同类竞争对手,英伟达都属于最有性价比,且遥遥领先的存在。 这就是为什么明明需要排着长队、忍受长时间等待,大家却仍然执着于英伟达芯片的原因。 02 谁想替代英伟达? 难道英伟达真的不能被超越吗?当然也不是,在巨大的市场利益面前,从传统半导体巨头到初创企业,围剿英伟达的呼声从来就没有停止过。 特别是最近几年,随着云计算和云端AI芯片的火爆,已经有无数的半导体公司说过,自家芯片已经在部分性能上超过了英伟达A100,就像今天也有无数大模型企业会说自己已经在某些方面超过OpenAI GPT-3.5一样。 在最新披露年报中,英伟达是这样描述自己的竞争风险的。 公司的竞争来源主要有两个,一个是 GPU、CPU、DPU、嵌入式SoC和其他加速AI计算处理器产品的公司,比如英特尔、AMD、高通、华为;另一个是提供基于InfiniBand(无线带宽技术)、以太网、光纤通道和专有技术的半导体高性能互连产品供应商,比如华为、思科、惠普这样的通信公司,以及亚马逊、微软、阿里、谷歌、华为这样的云服务公司等等。 特别是第一次被英伟达列为对手且被反复提到的华为。从芯片硬件到软件,从云服务到通信解决方案,英伟达几乎将华为当做所有领域的竞争对手。 奇怪的是,虽然在2023年8月,科大讯飞创始人刘庆峰就提到华为的GPU已经可以对标A100了,但其实从客观的性能、使用成本,软硬件生态工具,华为与英伟达之间仍然有着代际的差距。 华为被如此重视,关键在于两点: 一是市场环境的问题,由于众所周知的原因,英伟达的高端芯片在国内的销路并不畅通,在全面国产替代的背景下,其针对中国的特供版芯片在中国的竞争力也在降低。在这样的背景下,华为拥有更多的成长空间,不必直接对标英伟达最先进的H200。 另一个关键是华为的生态能力非常齐全,作为通信起家的企业,华为不仅拥有自己的芯片,服务器,还拥有自己的云计算平台和大模型。基本上,华为覆盖了AI这条产业链从头到尾的所有环节,对比英伟达拥有更大的潜力和可能。 如今,华为的昇腾910B正在疯狂席卷中国市场,除了科大讯飞之外,国内多地的智算中心也都已经用上了华为的芯片。《财经》之前报道,华为昇腾系列产品目前处在供不应求状态,价格约只有英伟达A100的60%甚至可以更低。 为了应对国内市场的变化,英伟达也在积极推出新的产品。2月初,有媒体报道,英伟达的新款国内专供芯片H20已经开始在接受经销商的预定。 ▲图源:NVIDIA 由H2O.ai和NVIDIA提供支持的融合AI生态系统 而有趣的是,作为新产品,英伟达H20每张的定价换算成人民币仅在8.6万~11万左右,刚好略低于华为昇腾910B 12万元左右的价格。在英伟达承受中国市场压力的背景下,这被看做是一种防守策略。 除了在国内有被黄仁勋亲自认证的竞争对手华为之外,海外市场英伟达其实也是群狼环伺。 最虎视眈眈的自然是AMD。 2023年6月,AMD发布了Instinct MI300,目标是对标英伟达H100,其晶体管数量达到1530亿,内存192GB、内存带宽5.3TB/s,分别是英伟达H100的大约2倍、2.4倍和1.6倍。 软件上,AMD仍然延续兼容CUDA的策略,一方面通过迁移工具,翻译CUDA应用的策略吸引英伟达的开发者,另一方面开源自家的ROCm软件,提高企业和开发者的自主权。 对于芯片算力这么基础的部分,没有企业希望英伟达成为自己的唯一供应商,所以在MI300推出之后,包括OpenAI、微软、Meta都纷纷表态将采购MI300。 除了AMD,即使是已经在AI上落后的英特尔,也不甘心错过这场泼天富贵。 ▲图源:彭博社 英特尔公司首席执行官Patrick Gelsinger于2023年12月14日星期四在美国纽约举行的英特尔AI Everywhere发布会上发表讲话 英特尔最新的AI芯片Gaudi3将在2024年上市,这款芯片采用5nm工艺,最高配备128GB的内存。按英特尔的宣传,这款芯片的带宽是Gaudi 2(7nm工艺)的1.5倍,BF16功率是其4倍,网络算力是其2倍,并表示Gaudi3的性能将优于英伟达的H100。同时,美国政府也在对英特尔进行扶持,预计将向英特尔提供超过100亿美元的补贴。 从战略上,与英伟达的优势在云端不同,英特尔的优势在与其广阔个人终端市场。所以英特尔其实将更大的赌注压在了个人终端的AI化上。英特尔CEO基辛格多次提到,要重构PC体验,并表达对未来AI PC市场的看好。英特尔希望依靠其CPU在个人PC上的优势,率先抢占这一市场,然后再通过消费市场反向促进云端市场的繁荣,打一波农村包围城市的战役。 事实上,芯片的行业特点与软件、或者互联网的商业可以通过建立用户规模,或者生态就建立壁垒实现赢者通吃不同。作为高度技术密集型产业,芯片技术的代际变化非常大,只要存在技术迭代的机会,后来者就永远有弯道超车的可能。 芯片不同于软件,或者互联网等其他业务模式,建立起一定的用户规模之后可以一直赢者通吃。只要存在技术迭代的机会,后来者就永远有弯道超车的可能。 而无论是AMD还是英特尔,亦或者华为,他们都有深厚的技术研发能力和充裕的资金,这些企业可能会在这个阶段暂时落后,但也谁无法笃定,这些企业不会出现一次技术涌现,或者抓住某个技术迭代的关键时期后来居上。 从最新财报看,AMD 2023年Q4数据中心的销售额22.8亿美元,同比增长38%,表明市场已经在逐步接纳其AI芯片的使用。 而除了AMD和英特尔这样的老牌玩家之外,这个市场上还有很多创业者在前赴后继。 最近比较出名的如Groq,其针对大语言模型量身定制的LPU芯片每秒可以生成500个token,远超英伟达芯片的效率。当然,这个成绩仍然是在实验场景下的结果,最终工程化交付还有很长的距离,且这款芯片也还有许多技术问题有待解决。 但这本质上代表,面对新的场景,如今的芯片的技术仍有创新空间。 所以我们会看到,作为全球最具代表的AI企业,OpenAI也宣布了自己的造芯计划。其创始人CEO Altman前段时间不仅传出7万亿美元的募资芯片,在这之前更是已经投资了包括Cerebras、Rain Neuromorphics和Atomic Semi在内的至少三家芯片公司。 远在日本的孙正义,在互联网时代已经功成名就的他也打算放过这次机会,刚刚从巨额的投资亏损中解套的他,立马就提出了募集1000亿美元以创立一家人工智能半导体芯片企业的计划。 有媒体报道,在这次计划中,软银将出资300亿美元资金,另有700亿美元的资金可能来自中东地区的机构。而在2023年,软银集团曾以640亿美元的估值收购ARM公司25%股份,这也是孙正义投入芯片的底气之一。 当然,对于英伟达来说,更大或者更直接的危险还是来自其最大的客户——云厂商。 面对巨大的算力需求,国内如百度、华为、阿里都相继推出了自己的AI芯片,在国外,包括微软、亚马逊、Google也同样在开发自己芯片。 当然,这些芯片主要针对的是特定场景的计算需求,与英伟达面向通用场景的GPT仍然有不同。但这也代表,云计算厂商正在逐步减少对英伟达的依赖。而正如前面所提到的,这部分企业才是真正支撑英伟达业绩的主要客户。 面对这些既定的,或者潜在的市场变化,英伟达自然也没闲着。据路透社报道,英伟达近期已与微软等主要云厂商联系,商讨为云厂商定制AI芯片的问题。 同时,英伟达也在持续推出新的芯片,以期望不断拉开与后来者的距离。目前,英伟达已经公布了其下一代AI芯片B100的消息,设计性能要比H100快3倍。 所以,虽然超越英伟达的机会仍然存在,这个世界也从不缺少挑战“霸权”的勇士,但这个任务显然还很漫长。","news_type":1},"isVote":1,"tweetType":1,"viewCount":908,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":263601639055608,"gmtCreate":1705389873900,"gmtModify":1705389875414,"author":{"id":"3434674559646753","authorId":"3434674559646753","name":"海中霸王","avatar":"https://static.tigerbbs.com/d595c5324caab31d7dcd61f923bd624a","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3434674559646753","idStr":"3434674559646753"},"themes":[],"htmlText":"说了这么多,才调高5毛?","listText":"说了这么多,才调高5毛?","text":"说了这么多,才调高5毛?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/263601639055608","repostId":"2403611884","repostType":2,"repost":{"id":"2403611884","kind":"news","pubTimestamp":1705385749,"share":"https://www.laohu8.com/m/news/2403611884?lang=&edition=full","pubTime":"2024-01-16 14:15","market":"hk","language":"zh","title":"摩根士丹利:小米很可能成为电动车颠覆者 目标价升至19.5港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2403611884","media":"金融界","summary":"摩根士丹利发表报告指出,小米在产业顺风的情况下,很可能成为电动车颠覆者,因其于先进驾驶辅助系统领域的领先创新,以及公司整合智能手机、电动车及物联网模式,有助其产品脱颖而出。纳入电动车贡献后,该行对小米的目标价由19港元上调至19.5港元,但降低对其传统业务的预测,以反映毛利率下跌的忧虑,予以增持评级。","content":"<html><body><div>\n<p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>发表报告指出,小米在产业顺风的情况下,很可能成为电动车颠覆者,因其于先进驾驶辅助系统领域的领先创新,以及公司整合智能手机、电动车及物联网模式,有助其产品脱颖而出。此外,该行认为小米在智能手机领域的成功,可透过严格的成本控制和优化工程,以具吸引力价格推出产品,虽然小米是电动车领域的后来者,但相信其电动车业务亦将继承有关的成本优势。该行预期,小米电动车业务的内在价值或高达900亿元人民币,相当于预测2025年市销率约2.7倍,约占公司目前市值约27%。纳入电动车贡献后,该行对小米的目标价由19港元上调至19.5港元,但降低对其传统业务的预测,以反映毛利率下跌的忧虑,予以增持评级。 </p>\n<div>\n<div>\r\n 责任编辑:李欣\r\n </div>\n</div>\n</div></body></html>","source":"jinrongjie_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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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摩根士丹利:小米很可能成为电动车颠覆者 目标价升至19.5港元\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-01-16 14:15 北京时间 <a href=https://hk.jrj.com.cn/2024/01/16141539115817.shtml><strong>金融界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>摩根士丹利发表报告指出,小米在产业顺风的情况下,很可能成为电动车颠覆者,因其于先进驾驶辅助系统领域的领先创新,以及公司整合智能手机、电动车及物联网模式,有助其产品脱颖而出。此外,该行认为小米在智能手机领域的成功,可透过严格的成本控制和优化工程,以具吸引力价格推出产品,虽然小米是电动车领域的后来者,但相信其电动车业务亦将继承有关的成本优势。该行预期,小米电动车业务的内在价值或高达900亿元人民币,...</p>\n\n<a href=\"https://hk.jrj.com.cn/2024/01/16141539115817.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"01810":"小米集团-W"},"source_url":"https://hk.jrj.com.cn/2024/01/16141539115817.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2403611884","content_text":"摩根士丹利发表报告指出,小米在产业顺风的情况下,很可能成为电动车颠覆者,因其于先进驾驶辅助系统领域的领先创新,以及公司整合智能手机、电动车及物联网模式,有助其产品脱颖而出。此外,该行认为小米在智能手机领域的成功,可透过严格的成本控制和优化工程,以具吸引力价格推出产品,虽然小米是电动车领域的后来者,但相信其电动车业务亦将继承有关的成本优势。该行预期,小米电动车业务的内在价值或高达900亿元人民币,相当于预测2025年市销率约2.7倍,约占公司目前市值约27%。纳入电动车贡献后,该行对小米的目标价由19港元上调至19.5港元,但降低对其传统业务的预测,以反映毛利率下跌的忧虑,予以增持评级。 \n\n\r\n 责任编辑:李欣","news_type":1},"isVote":1,"tweetType":1,"viewCount":1065,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":261946602152192,"gmtCreate":1704969595671,"gmtModify":1704969596886,"author":{"id":"3434674559646753","authorId":"3434674559646753","name":"海中霸王","avatar":"https://static.tigerbbs.com/d595c5324caab31d7dcd61f923bd624a","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3434674559646753","idStr":"3434674559646753"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2403(NQmain)$ </a>纳指要回调了,唉,别太深就好!","listText":"<a href=\"https://laohu8.com/FUT/NQmain\">$NQ100指数主连 2403(NQmain)$ </a>纳指要回调了,唉,别太深就好!","text":"$NQ100指数主连 2403(NQmain)$ 纳指要回调了,唉,别太深就好!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/261946602152192","isVote":1,"tweetType":1,"viewCount":3305,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3486352703133754","idStr":"3486352703133754"},"content":"毒得好,明天又可以加仓了","text":"毒得好,明天又可以加仓了","html":"毒得好,明天又可以加仓了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":256305728307504,"gmtCreate":1703593859963,"gmtModify":1703593861781,"author":{"id":"3434674559646753","authorId":"3434674559646753","name":"海中霸王","avatar":"https://static.tigerbbs.com/d595c5324caab31d7dcd61f923bd624a","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3434674559646753","idStr":"3434674559646753"},"themes":[],"htmlText":"明年法务多投入点,以后的商战更加激烈!","listText":"明年法务多投入点,以后的商战更加激烈!","text":"明年法务多投入点,以后的商战更加激烈!","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/256305728307504","repostId":"1128401700","repostType":2,"repost":{"id":"1128401700","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":1703587081,"share":"https://www.laohu8.com/m/news/1128401700?lang=&edition=full","pubTime":"2023-12-26 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18:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>雷军发文就小米汽车技术发布会回答网友提问。雷军称,小米SU7正在试产爬坡阶段,正式上市还需要几个月时间。关于定价,还没有最终决定。不过,小米SU7确实有点贵,但请相信,我们做的是“有理由的贵”,在体验上一定会超过大家预期。</p><p>此外,雷军表示,小米SU7没有准确的对标车辆。在驾驶性等机械素质上,希望能媲美保时捷Taycan Turbo;在智能化上,希望能媲美Tesla Model S。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7e471d7e642899e82dfac022285a395f\" tg-width=\"690\" tg-height=\"2304\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9fb94b82714fb145307937b2ae96d28b","relate_stocks":{"01810":"小米集团-W"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1128401700","content_text":"雷军发文就小米汽车技术发布会回答网友提问。雷军称,小米SU7正在试产爬坡阶段,正式上市还需要几个月时间。关于定价,还没有最终决定。不过,小米SU7确实有点贵,但请相信,我们做的是“有理由的贵”,在体验上一定会超过大家预期。此外,雷军表示,小米SU7没有准确的对标车辆。在驾驶性等机械素质上,希望能媲美保时捷Taycan Turbo;在智能化上,希望能媲美Tesla Model S。","news_type":1},"isVote":1,"tweetType":1,"viewCount":772,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":243890276782248,"gmtCreate":1700558070140,"gmtModify":1700558071093,"author":{"id":"3434674559646753","authorId":"3434674559646753","name":"海中霸王","avatar":"https://static.tigerbbs.com/d595c5324caab31d7dcd61f923bd624a","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3434674559646753","idStr":"3434674559646753"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>多空都赌,只要波动够大。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a>多空都赌,只要波动够大。","text":"$英伟达(NVDA)$ 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为了周五的非农数据,先下跌,再上涨吗?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/226675181092936","isVote":1,"tweetType":1,"viewCount":1517,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3472114183790565","authorId":"3472114183790565","name":"Skins","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3472114183790565","idStr":"3472114183790565"},"content":"因该是为了下周开盘的A股","text":"因该是为了下周开盘的A股","html":"因该是为了下周开盘的A股"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":224905193066568,"gmtCreate":1695916584295,"gmtModify":1695916585183,"author":{"id":"3434674559646753","authorId":"3434674559646753","name":"海中霸王","avatar":"https://static.tigerbbs.com/d595c5324caab31d7dcd61f923bd624a","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3434674559646753","idStr":"3434674559646753"},"themes":[],"htmlText":"<a 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15系列及其一系列终端新品。此次新机发布或将成为苹果股票近期最为重要的催化剂。消息泄露指出,苹果公司宣布推出四款新手机:两款基本版和两款高端“Pro”机型。iPhone 15 Pro 机型将包括更多技术升级,并且价格可能比当前的 iPhone 14 Pro 机型有所上涨。据悉,苹果此次在新机上再次进行突破,亮点将是iPhone15系列的影像、芯片处理器及屏幕边框等。此次苹果新机阵列包括两个入门级机型和两个高端机型,iPhone 15 Pro Max将是iPhone首款也是唯一一款使用潜望式镜头实现更大光学变焦的机型,入门版则或将搭载A16芯片。iPhone 15系列手机屏幕边框更窄,钛金属的应用将让手机更轻薄,有望采用更先进的3纳米制程的A17处理器,并且新的可自定义按钮,将取代2007年首次推出的静音开关。由于采用了全面升级的配置,苹果iPhone 15系列高端机型或再上涨千元左右。在准备相应的交易策略之前,我们先来看看历届发布会前后苹果股价走势规律。历史数据:2022年9月8日iPhone 14发布会,这次发布会后紧接杰克逊霍尔会议,在此之后三大指数集体大跌,并于10月中旬止跌反弹。2021年9月15日iPhone 13发布会,在此之后苹果股价下跌,并于10月中旬止跌回升,再创新高。2020年9月16日iPhone 12发布会,会后连续下跌三天止跌回升,随后股价进入震荡状态。2019年9月11日iPhone 11发布会,会后股价进入震荡横盘,10月中旬后开启上涨趋势。2018年9月13日iP","listText":"卖call 卖put,会不会无限放大了亏损?//<a href=\"https://laohu8.com/U/3527667584262733\">@期权小助手</a>:Apple特别活动将于北京时间9月13日凌晨1点举行,预计届时将正式推出苹果新机iPhone 15系列及其一系列终端新品。此次新机发布或将成为苹果股票近期最为重要的催化剂。消息泄露指出,苹果公司宣布推出四款新手机:两款基本版和两款高端“Pro”机型。iPhone 15 Pro 机型将包括更多技术升级,并且价格可能比当前的 iPhone 14 Pro 机型有所上涨。据悉,苹果此次在新机上再次进行突破,亮点将是iPhone15系列的影像、芯片处理器及屏幕边框等。此次苹果新机阵列包括两个入门级机型和两个高端机型,iPhone 15 Pro Max将是iPhone首款也是唯一一款使用潜望式镜头实现更大光学变焦的机型,入门版则或将搭载A16芯片。iPhone 15系列手机屏幕边框更窄,钛金属的应用将让手机更轻薄,有望采用更先进的3纳米制程的A17处理器,并且新的可自定义按钮,将取代2007年首次推出的静音开关。由于采用了全面升级的配置,苹果iPhone 15系列高端机型或再上涨千元左右。在准备相应的交易策略之前,我们先来看看历届发布会前后苹果股价走势规律。历史数据:2022年9月8日iPhone 14发布会,这次发布会后紧接杰克逊霍尔会议,在此之后三大指数集体大跌,并于10月中旬止跌反弹。2021年9月15日iPhone 13发布会,在此之后苹果股价下跌,并于10月中旬止跌回升,再创新高。2020年9月16日iPhone 12发布会,会后连续下跌三天止跌回升,随后股价进入震荡状态。2019年9月11日iPhone 11发布会,会后股价进入震荡横盘,10月中旬后开启上涨趋势。2018年9月13日iP","text":"卖call 卖put,会不会无限放大了亏损?//@期权小助手:Apple特别活动将于北京时间9月13日凌晨1点举行,预计届时将正式推出苹果新机iPhone 15系列及其一系列终端新品。此次新机发布或将成为苹果股票近期最为重要的催化剂。消息泄露指出,苹果公司宣布推出四款新手机:两款基本版和两款高端“Pro”机型。iPhone 15 Pro 机型将包括更多技术升级,并且价格可能比当前的 iPhone 14 Pro 机型有所上涨。据悉,苹果此次在新机上再次进行突破,亮点将是iPhone15系列的影像、芯片处理器及屏幕边框等。此次苹果新机阵列包括两个入门级机型和两个高端机型,iPhone 15 Pro Max将是iPhone首款也是唯一一款使用潜望式镜头实现更大光学变焦的机型,入门版则或将搭载A16芯片。iPhone 15系列手机屏幕边框更窄,钛金属的应用将让手机更轻薄,有望采用更先进的3纳米制程的A17处理器,并且新的可自定义按钮,将取代2007年首次推出的静音开关。由于采用了全面升级的配置,苹果iPhone 15系列高端机型或再上涨千元左右。在准备相应的交易策略之前,我们先来看看历届发布会前后苹果股价走势规律。历史数据:2022年9月8日iPhone 14发布会,这次发布会后紧接杰克逊霍尔会议,在此之后三大指数集体大跌,并于10月中旬止跌反弹。2021年9月15日iPhone 13发布会,在此之后苹果股价下跌,并于10月中旬止跌回升,再创新高。2020年9月16日iPhone 12发布会,会后连续下跌三天止跌回升,随后股价进入震荡状态。2019年9月11日iPhone 11发布会,会后股价进入震荡横盘,10月中旬后开启上涨趋势。2018年9月13日iP","images":[{"img":"https://static.tigerbbs.com/3e4dd16e9c9d9b1ba8e19d27a1cde113","width":"1170","height":"1026"},{"img":"https://static.tigerbbs.com/c99fecbc8f64ff5c9cda29ac3cc5bf5e","width":"1125","height":"968"},{"img":"https://static.tigerbbs.com/74ee3f2f9c4002260f476423f5b5d66e","width":"981","height":"840"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":1,"link":"https://laohu8.com/post/217309749645392","repostId":"217130540941384","repostType":1,"repost":{"id":217130540941384,"gmtCreate":1694033556654,"gmtModify":1694172060771,"author":{"id":"3527667584262733","authorId":"3527667584262733","name":"期权小助手","avatar":"https://static.tigerbbs.com/a5496ca83f1c81b8c311afcb3ea30bc8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667584262733","idStr":"3527667584262733"},"themes":[],"title":"【期权策略】苹果股价暴跌?iPhone15发布会如何交易?看懂股价老套路","htmlText":"Apple特别活动将于北京时间9月13日凌晨1点举行,预计届时将正式推出苹果新机iPhone 15系列及其一系列终端新品。此次新机发布或将成为苹果股票近期最为重要的催化剂。<a href=\"https://www.itigerup.com/marketing/appleevent2023?lang=zh_CN&actionID=9b5bc612b240ce18e65454b23bc8573b\" target=\"_blank\">【苹果秋季发布会】苹果股价大跌,iPhone 15能否送苹果重返3万亿美元?</a>在准备相应的交易策略之前,我们先来看看历届发布会前后苹果股价走势规律,下图为过去10年苹果秋季发布会前后的股价表现:2022年9月8日iPhone 14发布会,苹果股价早盘一路上涨,午盘突然跳水,最终收跌。这次发布会后紧接杰克逊霍尔会议,在此之后三大指数集体大跌,并于10月中旬止跌反弹。2021年9月15日iPhone 13发布会,在此之后苹果股价下跌,并于10月中旬止跌回升,再创新高。2020年,苹果发布iPhone 12系列当日,股价当日挫2.7%,并连续下跌三天后止跌回升,随后股价进入震荡状态。首先,由于在发布会前期股价已经积累较多的涨幅,到发布会当日出现经典的“Sell in New”。2019年9月11日iPhone 11发布会,会后股价进入震荡横盘,10月中旬后开启上涨趋势。2018年9月13日iPhone XS发布会,在经历短暂横盘反弹后,受贸易战发酵宏观影响股价于10月中旬后开始下跌。根据过去10年数据显示,发布会当日苹果股价未必上涨,盘中波动极大。传统上,新款iPhone 的订单数据会在正式发布后2周出消息,这时候有更多投资者将通过订单量判断市场需求。行情的转折点也在10月后。通常从万圣节到圣诞节是消费旺季,投资者普遍认为iPhone 的出货将","listText":"Apple特别活动将于北京时间9月13日凌晨1点举行,预计届时将正式推出苹果新机iPhone 15系列及其一系列终端新品。此次新机发布或将成为苹果股票近期最为重要的催化剂。<a href=\"https://www.itigerup.com/marketing/appleevent2023?lang=zh_CN&actionID=9b5bc612b240ce18e65454b23bc8573b\" target=\"_blank\">【苹果秋季发布会】苹果股价大跌,iPhone 15能否送苹果重返3万亿美元?</a>在准备相应的交易策略之前,我们先来看看历届发布会前后苹果股价走势规律,下图为过去10年苹果秋季发布会前后的股价表现:2022年9月8日iPhone 14发布会,苹果股价早盘一路上涨,午盘突然跳水,最终收跌。这次发布会后紧接杰克逊霍尔会议,在此之后三大指数集体大跌,并于10月中旬止跌反弹。2021年9月15日iPhone 13发布会,在此之后苹果股价下跌,并于10月中旬止跌回升,再创新高。2020年,苹果发布iPhone 12系列当日,股价当日挫2.7%,并连续下跌三天后止跌回升,随后股价进入震荡状态。首先,由于在发布会前期股价已经积累较多的涨幅,到发布会当日出现经典的“Sell in New”。2019年9月11日iPhone 11发布会,会后股价进入震荡横盘,10月中旬后开启上涨趋势。2018年9月13日iPhone XS发布会,在经历短暂横盘反弹后,受贸易战发酵宏观影响股价于10月中旬后开始下跌。根据过去10年数据显示,发布会当日苹果股价未必上涨,盘中波动极大。传统上,新款iPhone 的订单数据会在正式发布后2周出消息,这时候有更多投资者将通过订单量判断市场需求。行情的转折点也在10月后。通常从万圣节到圣诞节是消费旺季,投资者普遍认为iPhone 的出货将","text":"Apple特别活动将于北京时间9月13日凌晨1点举行,预计届时将正式推出苹果新机iPhone 15系列及其一系列终端新品。此次新机发布或将成为苹果股票近期最为重要的催化剂。【苹果秋季发布会】苹果股价大跌,iPhone 15能否送苹果重返3万亿美元?在准备相应的交易策略之前,我们先来看看历届发布会前后苹果股价走势规律,下图为过去10年苹果秋季发布会前后的股价表现:2022年9月8日iPhone 14发布会,苹果股价早盘一路上涨,午盘突然跳水,最终收跌。这次发布会后紧接杰克逊霍尔会议,在此之后三大指数集体大跌,并于10月中旬止跌反弹。2021年9月15日iPhone 13发布会,在此之后苹果股价下跌,并于10月中旬止跌回升,再创新高。2020年,苹果发布iPhone 12系列当日,股价当日挫2.7%,并连续下跌三天后止跌回升,随后股价进入震荡状态。首先,由于在发布会前期股价已经积累较多的涨幅,到发布会当日出现经典的“Sell in New”。2019年9月11日iPhone 11发布会,会后股价进入震荡横盘,10月中旬后开启上涨趋势。2018年9月13日iPhone XS发布会,在经历短暂横盘反弹后,受贸易战发酵宏观影响股价于10月中旬后开始下跌。根据过去10年数据显示,发布会当日苹果股价未必上涨,盘中波动极大。传统上,新款iPhone 的订单数据会在正式发布后2周出消息,这时候有更多投资者将通过订单量判断市场需求。行情的转折点也在10月后。通常从万圣节到圣诞节是消费旺季,投资者普遍认为iPhone 的出货将","images":[{"img":"https://static.tigerbbs.com/babd0bb67f96e8572e7d70ceae90be9f","width":"1280","height":"749"},{"img":"https://static.tigerbbs.com/3e4dd16e9c9d9b1ba8e19d27a1cde113","width":"1170","height":"1026"},{"img":"https://static.tigerbbs.com/c99fecbc8f64ff5c9cda29ac3cc5bf5e","width":"1125","height":"968"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/217130540941384","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1991,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"CN","totalScore":0},{"id":199620790472704,"gmtCreate":1689766279464,"gmtModify":1689766280527,"author":{"id":"3434674559646753","authorId":"3434674559646753","name":"海中霸王","avatar":"https://static.tigerbbs.com/d595c5324caab31d7dcd61f923bd624a","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3434674559646753","idStr":"3434674559646753"},"themes":[],"htmlText":"<a 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盘后财报,能不能跌个25%以上?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/199620790472704","isVote":1,"tweetType":1,"viewCount":1099,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3434674559646753","authorId":"3434674559646753","name":"海中霸王","avatar":"https://static.tigerbbs.com/d595c5324caab31d7dcd61f923bd624a","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3434674559646753","idStr":"3434674559646753"},"content":"赌对了方向,可太贪心,赌错了价格!","text":"赌对了方向,可太贪心,赌错了价格!","html":"赌对了方向,可太贪心,赌错了价格!"}],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":398212,"gmtCreate":1549886912250,"gmtModify":1704789233795,"author":{"id":"3434674559646753","authorId":"3434674559646753","name":"海中霸王","avatar":"https://static.tigerbbs.com/d595c5324caab31d7dcd61f923bd624a","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3434674559646753","authorIdStr":"3434674559646753"},"themes":[],"htmlText":"$拼多多(PDD)$ $阿里巴巴(BABA)$ $京东(JD)$ 如果说天猫是专卖店,那京东就是杂货铺,那拼多多就是2元店,8元店。各有各的市场。","listText":"$拼多多(PDD)$ $阿里巴巴(BABA)$ $京东(JD)$ 如果说天猫是专卖店,那京东就是杂货铺,那拼多多就是2元店,8元店。各有各的市场。","text":"$拼多多(PDD)$ $阿里巴巴(BABA)$ $京东(JD)$ 如果说天猫是专卖店,那京东就是杂货铺,那拼多多就是2元店,8元店。各有各的市场。","images":[],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":9,"commentSize":17,"repostSize":1,"link":"https://laohu8.com/post/398212","isVote":1,"tweetType":1,"viewCount":3414,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3482300599859481","authorId":"3482300599859481","name":"剑桥奶茶大战明州强东","avatar":"https://static.tigerbbs.com/68c7c422bf8e00a7e124dead37064f20","crmLevel":5,"crmLevelSwitch":0,"idStr":"3482300599859481","authorIdStr":"3482300599859481"},"content":"jd杂货铺……你这黑的太明显","text":"jd杂货铺……你这黑的太明显","html":"jd杂货铺……你这黑的太明显"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":77600,"gmtCreate":1501077261727,"gmtModify":1704879211598,"author":{"id":"3434674559646753","authorId":"3434674559646753","name":"海中霸王","avatar":"https://static.tigerbbs.com/d595c5324caab31d7dcd61f923bd624a","crmLevel":7,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3434674559646753","authorIdStr":"3434674559646753"},"themes":[],"title":"amd,让人失望的期权!","htmlText":"$AMD(AMD)$ 看看人家波音的期权涨幅,amd真是让人失望!","listText":"$AMD(AMD)$ 看看人家波音的期权涨幅,amd真是让人失望!","text":"$AMD(AMD)$ 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