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08-07

估计这货做空了

Investor sentiment towards AI shows signs of skepticism – Goldman Sachs

06-22

吹牛逼不上税

朱啸虎：年底GPT-5达不到预期，英伟达市值就“完蛋了”

2023-08-03

$特斯拉(TSLA)$ 中国消费者可是越降价越不买

2021-08-17

哈哈

抱歉，原内容已删除

2021-06-12

老虎七周年感谢17年入至今四个年头了

2021-02-10

$AMC院线(AMC)$从投机搞成投资了

2021-02-08

$阿里巴巴(BABA)$请教大家个问题：期权行权是看现金还是可融资的金额也算

2021-02-08

$苹果(AAPL)$开始吸筹了

2021-01-30

$游戏驿站(GME)$坐看最后散户互相踩踏

2021-01-27

燥起来

2021-01-27

$AMC院线(AMC)$干停牌了擦

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concerns about the likely timing and magnitude of returns on their capital investments,” the investment bank said.</p> <p>Regarding valuations, Goldman went on to spotlight that the P/E ratio of mega-cap tech stocks has now dropped by 15% over the past two months, decreasing from 32x to 27x. Despite this decline, it still remains above the 10-year median of 24x.</p> <p>See the chart below provided by Goldman Sachs:</p> <p><img src=\"https://static.seekingalpha.com/uploads/2024/8/6/saupload_1_thumb1.png\" width=\"100%\"/></p> <p>For investors that are looking to further examine and understand the artificial intelligence trend, they may look towards the below group of exchange-traded funds for additional information:</p> <ul> <li>GX Artificial Intelligence &amp; Tech ETF (<span>NASDAQ:AIQ</span>)</li> <li>GX Robotics &amp; Artificial Intelligence ETF (<span>NASDAQ:BOTZ</span>)</li> <li><a href=\"https://laohu8.com/S/DTEC\">ALPS Disruptive Technologies ETF</a> (DTEC)</li> <li><a href=\"https://laohu8.com/S/GINN\">Goldman Sachs Innovate Equity ETF</a> (GINN)</li> <li><a href=\"https://laohu8.com/S/IRBO\">iShares Robotics and Artificial Intelligence Multisector ETF</a> (<span>NYSEARCA:IRBO</span>)</li> <li><a href=\"https://laohu8.com/S/ROBT\">First Trust Nasdaq Artificial Intelligence and Robotics ETF</a> (<span>NASDAQ:ROBT</span>)</li> <li><a href=\"https://laohu8.com/S/TECB\">iShares U.S. Tech Breakthrough Multisector ETF</a> (TECB)</li> <li><a href=\"https://laohu8.com/S/XT\">iShares Exponential Technologies ETF</a> (XT)</li> <li>Robo Global Artificial Intelligence ETF (THNQ)</li> <li>Roundhill Generative AI &amp; Technology ETF (CHAT)</li> </ul> </div> </body></html>","source":"seekingalpha","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>Investor sentiment towards AI shows signs of skepticism – Goldman Sachs</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.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\">\nInvestor sentiment towards AI shows signs of skepticism – Goldman Sachs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-07 03:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4135249-investor-sentiment-towards-ai-shows-signs-of-skepticism-goldman-sachs><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Goldman Sachs noted that investor sentiment towards artificial intelligence (AI) has shifted to skepticism from generally positive, amid a 7% decline in the Info Tech sector in the past week and a 10%...</p>\n\n<a href=\"https://seekingalpha.com/news/4135249-investor-sentiment-towards-ai-shows-signs-of-skepticism-goldman-sachs\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1795495467/image_1795495467.jpg","relate_stocks":{"BK4585":"ETF&股票定投概念","SOXL":"三倍做多半导体ETF-Direxion Daily","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","SMH":"半导体指数ETF-HOLDRs","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","SQQQ":"纳指三倍做空ETF","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","DTEC":"ALPS Disruptive Technologies ETF","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","SOXS":"三倍做空半导体ETF-Direxion Daily","BK4588":"碎股","BK4550":"红杉资本持仓","QLD":"纳指两倍做多ETF","SOXX":"iShares费城交易所半导体ETF","NVDA":"英伟达","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","BK4552":"Archegos爆仓风波概念","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","TQQQ":"纳指三倍做多ETF","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","PSQ":"纳指反向ETF","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","FDN":"First Trust Dow Jones Internet I","BK4504":"桥水持仓","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H",".IXIC":"NASDAQ Composite","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE00BFXG1179.USD":"BNY MELLON U.S. EQUITY INCOME \"B\" (USD) INC","BOTZ":"Global X Robotics & Artificial Intelligence Thematic ETF","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","BK4127":"投资银行业与经纪业","GINN":"Goldman Sachs Innovate Equity ETF","LU0106831901.USD":"贝莱德世界金融基金A2","ROBT":"First Trust Nasdaq Artificial Intelligence and Robotics ETF","XT":"iShares Exponential Technologies ETF","TECB":"iShares U.S. Tech Breakthrough Multisector ETF","AIQ":"Global X Future Analytics Tech ETF","QID":"纳指两倍做空ETF","THNQ":"ROBO Global Artificial Intelligence ETF"},"source_url":"https://seekingalpha.com/news/4135249-investor-sentiment-towards-ai-shows-signs-of-skepticism-goldman-sachs","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2457000357","content_text":"Goldman Sachs noted that investor sentiment towards artificial intelligence (AI) has shifted to skepticism from generally positive, amid a 7% decline in the Info Tech sector in the past week and a 10% retreat in semiconductors. While the AI trade has taken it on the chin recently, Goldman Sachs indicated that it still remains confident about the growing market area. “The mega-cap tech stocks have dropped sharply, but their valuations continue to reflect AI optimism despite investor concerns about the likely timing and magnitude of returns on their capital investments,” the investment bank said. Regarding valuations, Goldman went on to spotlight that the P/E ratio of mega-cap tech stocks has now dropped by 15% over the past two months, decreasing from 32x to 27x. Despite this decline, it still remains above the 10-year median of 24x. See the chart below provided by Goldman Sachs:  For investors that are looking to further examine and understand the artificial intelligence trend, they may look towards the below group of exchange-traded funds for additional information:  GX Artificial Intelligence & Tech ETF (NASDAQ:AIQ) GX Robotics & Artificial Intelligence ETF (NASDAQ:BOTZ) ALPS Disruptive Technologies ETF (DTEC) Goldman Sachs Innovate Equity ETF (GINN) iShares Robotics and Artificial Intelligence Multisector ETF (NYSEARCA:IRBO) First Trust Nasdaq Artificial Intelligence and Robotics ETF (NASDAQ:ROBT) iShares U.S. Tech Breakthrough Multisector ETF (TECB) iShares Exponential Technologies ETF (XT) Robo Global Artificial Intelligence ETF (THNQ) Roundhill Generative AI & Technology ETF (CHAT)","news_type":1},"isVote":1,"tweetType":1,"viewCount":470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319330970173656,"gmtCreate":1718991560692,"gmtModify":1718992083587,"author":{"id":"3451605427407266","authorId":"3451605427407266","name":"iacky","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3451605427407266","authorIdStr":"3451605427407266"},"themes":[],"htmlText":"吹牛逼不上税","listText":"吹牛逼不上税","text":"吹牛逼不上税","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319330970173656","repostId":"1144695188","repostType":2,"repost":{"id":"1144695188","pubTimestamp":1718955980,"share":"https://www.laohu8.com/m/news/1144695188?lang=&edition=full","pubTime":"2024-06-21 15:46","market":"us","language":"zh","title":"朱啸虎：年底GPT-5达不到预期，英伟达市值就“完蛋了”","url":"https://stock-news.laohu8.com/highlight/detail?id=1144695188","media":"新浪科技","summary":"大部分被AI取代的人，是因为上班摸鱼太多了。","content":"<html><head></head><body><p>　　文丨周文猛</p><p style=\"text-align: start;\">　　在中国创投行业，“周期论”一直是被高频提及的话题。</p><p style=\"text-align: start;\">　　近日，金沙江创投主管合伙人朱啸虎表示，“当前，中国正在进入一个以10年为单位的长周期中，而在以前，周期的单位是2~3年。”</p><p style=\"text-align: start;\">　　朱啸虎指出，在周期变长的情况下，生成式AI、PC/移动互联网以及平价消费等领域，仍会出现新的机会点。而对于中国企业和中国消费者而言，都要追求性价比，“就像拼多多一样地给消费者创造极致性价比”。</p><p style=\"text-align: start;\">　　此外，他还分享了自己对于AI投资、英伟达的理解。他预判，预计到今年年底，如果OpeanAI的GPT-5.0模型没能发布，或者能力未达到有效提升，英伟达全球第一的市值可能“就完蛋了”。</p><p style=\"text-align: start;\">　　以下是《WeTalk》栏目整理的与朱啸虎对话要点，在保持原意的基础上略有修改。</p><p style=\"text-align: start;\">　　<strong>“中国现在一些AI创新，要比美国领先”</strong></p><p style=\"text-align: start;\">　　新浪科技：您不投AI大模型公司，但会投AI应用，现在有开始看项目吗？最近流行一个说法是做To B软件的都不赚钱，软件企业都很惨，但AI投资To B又快于To C，你怎么看？</p><p style=\"text-align: start;\">　　朱啸虎：第一，中国企业和中国消费者一样，都要追求性价比。我觉得中国最大问题是程序员太多了，全世界3000万，中国有700万，而且中国700万程序员工作特别努力，工作量都是别人的2-3倍以上。</p><p style=\"text-align: start;\">　　第二，实际上中国软件(29.490, 0.51, 1.76%)企业并不惨，大家就是忽视了汇率。中国的软件行业如果把两三亿人民币的收入，比作两三亿美金的收入，中国软件企业不比美国差的。中国只是因为人力成本便宜，国内生产服务业问题就是汇率。 </p><p style=\"text-align: start;\">　　我认为，AI以后可能还是有机会，因为AI可以帮助企业降本增效再升一个数量级，这个时候客户就非常愿意付钱。我就用AI赋能的软件，可能比传统软件要在中国更有机会点，就像拼多多一样地给消费者创造极致性价比。然后AI软件同样给企业客户创造极致性价比，这个时候客户很愿意付钱。</p><p style=\"text-align: start;\">　　新浪科技：你现在有跟硅谷的团队开AI会议吗？之前有传中国投资人已经不参与会议了？</p><p style=\"text-align: start;\">　　朱啸虎：开会的，但是以前专门有开一个关于AI对中国创新的会，现在我们还是，但更多的是我们和美国人讲，我们在中国的AI应用上有哪些创新。中国现在的一些AI创新，其实要比美国领先的，第一是数据多，第二是很多时候现在AI达不到100%的准确，在很细分领域可能是60%左右，最好可能80%多，剩下的工作基本是需要人工补齐的，但是需要人工补齐这块，中国肯定是有优势的。</p><p style=\"text-align: start;\">　　<strong>“年底GPT-5.0达不到预期，英伟达市值就完蛋了”</strong></p><p style=\"text-align: start;\">　　新浪科技：你怎么看英伟达的？他也是AI的底层，现在市值已经全球第一了。</p><p style=\"text-align: start;\">　　朱啸虎：就看Scaling Law（规模法则）有没有效果，如果Scaling Law无效了，它的股价就会跌得一塌糊涂。要看到今年底，OpeanAI能不能发布GPT-5.0，如果是10万-20万张GPU堆算力砸下去，还见不到（GPT）智能能力提升，那英伟达他就完蛋了。</p><p style=\"text-align: start;\">　　当然，黄教主（黄仁勋）确实很会销售，他搞了一个主权AI，想让每个国家都要去买自己的AI芯片。所以他会创造概念去销售，今年的股价应该是能撑得住的，但是如果到年底GPT-5.0还做不出来，大家怀疑，就开始危险了。</p><p style=\"text-align: start;\">　　新浪科技：前两天苹果提出了一个Apple Intelligence，也可以理解为端侧AI，你怎么看这个事情？</p><p style=\"text-align: start;\">　　朱啸虎：苹果的发布会非常有意思，它至少说明两个问题。</p><p style=\"text-align: start;\">　　第一，最重要的是用户体验，而不是技术。你看iPad 新增的那个计算器，你说有啥技术？其实没啥技术，但是用户体验特别好。而且苹果重新定义了入口问题，今天它也可以使用OpenAI的GPT了，但他不给GPT导用户，说明苹果的用户信息不给OpenAI，只统一调接口去访问这个服务就行了，很和谐。</p><p style=\"text-align: start;\">　　第二，苹果可以随时切掉OpenAI的服务。之前谷歌为进入苹果生态，每年给苹果支付100多亿美金，今天苹果和OpenAI双方是免费的，如果谷歌的Gemini追上来了，然后再给苹果支付100亿美金，iPhone肯定也会用。所以，最终还是入口为王，而且苹果自己也在做大模型，如果一直没有GPT-5.0，苹果大模型性能上来后，可能就用自己的GPT了。</p><p style=\"text-align: start;\">　　<strong>“大部分被AI取代的人，是因为上班摸鱼太多了”</strong></p><p style=\"text-align: start;\">　　新浪科技：如果给想进入AI领域的投资者提一些建议，你会说什么？</p><p style=\"text-align: start;\">　　朱啸虎：你能不能给你的用户创造一个数量级以上的价值，让你的用户对这样的产品尖叫“哇”，这样的极致效果。</p><p style=\"text-align: start;\">　　新浪科技：还会有这样的产品吗？</p><p style=\"text-align: start;\">　　朱啸虎：很多，你需要聚焦到一个垂直行业，在这个行业里面生根，真正懂你的客户，知道他们要什么东西。而且知道什么事情是今天AI能做的，或者你加20%的人都能够补齐的。</p><p style=\"text-align: start;\">　　新浪科技：对个人有什么建议呢？我们正在经历长周期，而且大家对AI的发展也比较焦虑，它什么都能做！</p><p style=\"text-align: start;\">　　朱啸虎：AI肯定不可能100%取代人类，我觉得达到80%已经很了不起了，在很多细分领域，很多大模型还只能达到50%左右。你只要把你工作效率变得很高，你的表现不要比下面一半的人差，就可以了。</p><p style=\"text-align: start;\">　　大部分人为什么被取代，完全是因为上班摸鱼太多，没有用智商。</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>朱啸虎：年底GPT-5达不到预期，英伟达市值就“完蛋了”</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\">\n朱啸虎：年底GPT-5达不到预期，英伟达市值就“完蛋了”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-21 15:46 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/2024-06-21/doc-inazntae1257659.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文丨周文猛　　在中国创投行业，“周期论”一直是被高频提及的话题。　　近日，金沙江创投主管合伙人朱啸虎表示，“当前，中国正在进入一个以10年为单位的长周期中，而在以前，周期的单位是2~3年。”　　朱啸虎指出，在周期变长的情况下，生成式AI、PC/移动互联网以及平价消费等领域，仍会出现新的机会点。而对于中国企业和中国消费者而言，都要追求性价比，“就像拼多多一样地给消费者创造极致性价比”。　　此外，他还...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2024-06-21/doc-inazntae1257659.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/d788f727e26434db149309671116a447","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://finance.sina.com.cn/tech/2024-06-21/doc-inazntae1257659.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144695188","content_text":"文丨周文猛　　在中国创投行业，“周期论”一直是被高频提及的话题。　　近日，金沙江创投主管合伙人朱啸虎表示，“当前，中国正在进入一个以10年为单位的长周期中，而在以前，周期的单位是2~3年。”　　朱啸虎指出，在周期变长的情况下，生成式AI、PC/移动互联网以及平价消费等领域，仍会出现新的机会点。而对于中国企业和中国消费者而言，都要追求性价比，“就像拼多多一样地给消费者创造极致性价比”。　　此外，他还分享了自己对于AI投资、英伟达的理解。他预判，预计到今年年底，如果OpeanAI的GPT-5.0模型没能发布，或者能力未达到有效提升，英伟达全球第一的市值可能“就完蛋了”。　　以下是《WeTalk》栏目整理的与朱啸虎对话要点，在保持原意的基础上略有修改。　　“中国现在一些AI创新，要比美国领先”　　新浪科技：您不投AI大模型公司，但会投AI应用，现在有开始看项目吗？最近流行一个说法是做To B软件的都不赚钱，软件企业都很惨，但AI投资To B又快于To C，你怎么看？　　朱啸虎：第一，中国企业和中国消费者一样，都要追求性价比。我觉得中国最大问题是程序员太多了，全世界3000万，中国有700万，而且中国700万程序员工作特别努力，工作量都是别人的2-3倍以上。　　第二，实际上中国软件(29.490, 0.51, 1.76%)企业并不惨，大家就是忽视了汇率。中国的软件行业如果把两三亿人民币的收入，比作两三亿美金的收入，中国软件企业不比美国差的。中国只是因为人力成本便宜，国内生产服务业问题就是汇率。 　　我认为，AI以后可能还是有机会，因为AI可以帮助企业降本增效再升一个数量级，这个时候客户就非常愿意付钱。我就用AI赋能的软件，可能比传统软件要在中国更有机会点，就像拼多多一样地给消费者创造极致性价比。然后AI软件同样给企业客户创造极致性价比，这个时候客户很愿意付钱。　　新浪科技：你现在有跟硅谷的团队开AI会议吗？之前有传中国投资人已经不参与会议了？　　朱啸虎：开会的，但是以前专门有开一个关于AI对中国创新的会，现在我们还是，但更多的是我们和美国人讲，我们在中国的AI应用上有哪些创新。中国现在的一些AI创新，其实要比美国领先的，第一是数据多，第二是很多时候现在AI达不到100%的准确，在很细分领域可能是60%左右，最好可能80%多，剩下的工作基本是需要人工补齐的，但是需要人工补齐这块，中国肯定是有优势的。　　“年底GPT-5.0达不到预期，英伟达市值就完蛋了”　　新浪科技：你怎么看英伟达的？他也是AI的底层，现在市值已经全球第一了。　　朱啸虎：就看Scaling Law（规模法则）有没有效果，如果Scaling Law无效了，它的股价就会跌得一塌糊涂。要看到今年底，OpeanAI能不能发布GPT-5.0，如果是10万-20万张GPU堆算力砸下去，还见不到（GPT）智能能力提升，那英伟达他就完蛋了。　　当然，黄教主（黄仁勋）确实很会销售，他搞了一个主权AI，想让每个国家都要去买自己的AI芯片。所以他会创造概念去销售，今年的股价应该是能撑得住的，但是如果到年底GPT-5.0还做不出来，大家怀疑，就开始危险了。　　新浪科技：前两天苹果提出了一个Apple Intelligence，也可以理解为端侧AI，你怎么看这个事情？　　朱啸虎：苹果的发布会非常有意思，它至少说明两个问题。　　第一，最重要的是用户体验，而不是技术。你看iPad 新增的那个计算器，你说有啥技术？其实没啥技术，但是用户体验特别好。而且苹果重新定义了入口问题，今天它也可以使用OpenAI的GPT了，但他不给GPT导用户，说明苹果的用户信息不给OpenAI，只统一调接口去访问这个服务就行了，很和谐。　　第二，苹果可以随时切掉OpenAI的服务。之前谷歌为进入苹果生态，每年给苹果支付100多亿美金，今天苹果和OpenAI双方是免费的，如果谷歌的Gemini追上来了，然后再给苹果支付100亿美金，iPhone肯定也会用。所以，最终还是入口为王，而且苹果自己也在做大模型，如果一直没有GPT-5.0，苹果大模型性能上来后，可能就用自己的GPT了。　　“大部分被AI取代的人，是因为上班摸鱼太多了”　　新浪科技：如果给想进入AI领域的投资者提一些建议，你会说什么？　　朱啸虎：你能不能给你的用户创造一个数量级以上的价值，让你的用户对这样的产品尖叫“哇”，这样的极致效果。　　新浪科技：还会有这样的产品吗？　　朱啸虎：很多，你需要聚焦到一个垂直行业，在这个行业里面生根，真正懂你的客户，知道他们要什么东西。而且知道什么事情是今天AI能做的，或者你加20%的人都能够补齐的。　　新浪科技：对个人有什么建议呢？我们正在经历长周期，而且大家对AI的发展也比较焦虑，它什么都能做！　　朱啸虎：AI肯定不可能100%取代人类，我觉得达到80%已经很了不起了，在很多细分领域，很多大模型还只能达到50%左右。你只要把你工作效率变得很高，你的表现不要比下面一半的人差，就可以了。　　大部分人为什么被取代，完全是因为上班摸鱼太多，没有用智商。","news_type":1},"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":205065916137560,"gmtCreate":1691074260624,"gmtModify":1691074261690,"author":{"id":"3451605427407266","authorId":"3451605427407266","name":"iacky","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3451605427407266","authorIdStr":"3451605427407266"},"themes":[],"htmlText":"<a 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21:26","market":"us","language":"zh","title":"智能网联汽车最严新规出炉，停止销售会是蔚来汽车唯一结局吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2160204712","media":"和讯网","summary":"《意见》出发点在于加强智能网联汽车生产企业及产品准入管理，维护公民生命、财产安全和公共安全，促进智能网联汽车产业健康可持续发展。这条新闻在全国范围内引发了巨大关注，蔚来汽车成为众矢之的，多家媒体质疑其“自动驾驶”宣传有误导公众之嫌。如果问题出自蔚来汽车身上，蔚来汽车将停止销售、生产，这对于蔚来汽车是毁灭性打击。","content":"<html><body><article><p>资深互联网观察家，长期致力于中国互联网产业和企业研究。</p><p>行业发生多起“自动驾驶安全事故”后，千呼万唤的《关于加强智能网联汽车生产企业及产品准入管理的意见》(下称《意见》)终于出台。</p><p>工业和信息化部发布的这份《意见》，可以说是自动驾驶行业发展多年以来的最严新规。《意见》出发点在于加强智能网联汽车生产企业及产品准入管理，维护公民生命、财产安全和公共安全，促进智能网联汽车产业健康可持续发展。</p><p>《意见》特别指出：企业应当建立自查机制，发现产品存在数据安全、网络安全、在线升级安全、驾驶辅助和自动驾驶安全等严重问题的，应当依法依规立即停止相关产品的生产、销售，采取措施进行整改，并及时报告。</p><p>巧合的是，就在《意见》正式公布的当天，一起相关事件震惊业界。2021年8月12日，知名企业家林文钦驾驶<a href=\"https://laohu8.com/S/NIO\">蔚来</a>ES8汽车启用自动驾驶功能(NOP领航状态)后，在沈海高速涵江段发生交通事故，不幸逝世，终年31岁。</p><p>这条新闻在全国范围内引发了巨大关注，蔚来汽车成为众矢之的，多家媒体质疑其“自动驾驶”宣传有误导公众之嫌。</p><p>备注：此前，蔚来汽车高管沈斐发<a href=\"https://laohu8.com/S/WB\">微博</a>表示“放心地边吃东西边开车”，蔚来汽车联合创始人兼总裁秦力洪也直言当前自动驾驶的竞争拐点已经到来，因为目前在技术层面已经没有不可逾越的难题，考验的将是企业的商业模式和执行精度。自媒体磐石之心批评蔚来汽车，认为无论是蔚来创始人对外发言，还是蔚来公司的相关宣传报道，似乎都把蔚来与自动驾驶进行了强绑定。这导致的后果有两个：1、为了使用自动驾驶，买蔚来汽车;2、车主认为蔚来汽车的自动驾驶技术很强大，很安全。</p><p>以上，并不是我们今天要讨论的重点，我们更想讨论的一个问题是：蔚来汽车何去何从?</p><p>为什么要讨论这个问题?因为按照《意见》规定“发现产品存在数据安全、网络安全、在线升级安全、驾驶辅助和自动驾驶安全等严重问题的，应当依法依规立即停止相关产品的生产、销售，采取措施进行整改，并及时报告。”如果问题出自蔚来汽车身上，蔚来汽车将停止销售、生产，这对于蔚来汽车是毁灭性打击。</p><p>此起事件，真相到底如何，现在都是未知数。从事故发生至今，蔚来一直积极配合相关部门的事故调查工作，按程序提交调查所需资料。</p><p>对于蔚来来说，结局似乎只剩下了两条路可以选择。第一，我们假设，调查结果证明蔚来汽车自动驾驶存在严重安全问题，就应该立即停止销售，绝无回旋余地;第二，我们假设，问题是车主操作不当或者其他非自动驾驶相关问题，那么蔚来将继续销售，就像前几次安全事故一样，公众过段时间就会集体失忆，然后蔚来在未来继续大卖。</p><p>当然，天无绝人之路，如果蔚来被证实自动驾驶存在严重安全问题，也还有第三条路可走。也就是进行战略大转型，剥离自动驾驶相关概念，转化为普通汽车厂商，自然不受新规制约。然后等到将来自动驾驶技术成熟后，再推行相关的产品和服务。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>智能网联汽车最严新规出炉，停止销售会是蔚来汽车唯一结局吗？</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智能网联汽车最严新规出炉，停止销售会是蔚来汽车唯一结局吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-08-17 21:26 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108172137597c2f7282&s=b><strong>和讯网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>资深互联网观察家，长期致力于中国互联网产业和企业研究。行业发生多起“自动驾驶安全事故”后，千呼万唤的《关于加强智能网联汽车生产企业及产品准入管理的意见》(下称《意见》)终于出台。工业和信息化部发布的这份《意见》，可以说是自动驾驶行业发展多年以来的最严新规。《意见》出发点在于加强智能网联汽车生产企业及产品准入管理，维护公民生命、财产安全和公共安全，促进智能网联汽车产业健康可持续发展。《意见》特别指出...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108172137597c2f7282&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ddd65df9928c608cb63c03990d41f6c2","relate_stocks":{"NIO":"蔚来"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202108172137597c2f7282&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2160204712","content_text":"资深互联网观察家，长期致力于中国互联网产业和企业研究。行业发生多起“自动驾驶安全事故”后，千呼万唤的《关于加强智能网联汽车生产企业及产品准入管理的意见》(下称《意见》)终于出台。工业和信息化部发布的这份《意见》，可以说是自动驾驶行业发展多年以来的最严新规。《意见》出发点在于加强智能网联汽车生产企业及产品准入管理，维护公民生命、财产安全和公共安全，促进智能网联汽车产业健康可持续发展。《意见》特别指出：企业应当建立自查机制，发现产品存在数据安全、网络安全、在线升级安全、驾驶辅助和自动驾驶安全等严重问题的，应当依法依规立即停止相关产品的生产、销售，采取措施进行整改，并及时报告。巧合的是，就在《意见》正式公布的当天，一起相关事件震惊业界。2021年8月12日，知名企业家林文钦驾驶蔚来ES8汽车启用自动驾驶功能(NOP领航状态)后，在沈海高速涵江段发生交通事故，不幸逝世，终年31岁。这条新闻在全国范围内引发了巨大关注，蔚来汽车成为众矢之的，多家媒体质疑其“自动驾驶”宣传有误导公众之嫌。备注：此前，蔚来汽车高管沈斐发微博表示“放心地边吃东西边开车”，蔚来汽车联合创始人兼总裁秦力洪也直言当前自动驾驶的竞争拐点已经到来，因为目前在技术层面已经没有不可逾越的难题，考验的将是企业的商业模式和执行精度。自媒体磐石之心批评蔚来汽车，认为无论是蔚来创始人对外发言，还是蔚来公司的相关宣传报道，似乎都把蔚来与自动驾驶进行了强绑定。这导致的后果有两个：1、为了使用自动驾驶，买蔚来汽车;2、车主认为蔚来汽车的自动驾驶技术很强大，很安全。以上，并不是我们今天要讨论的重点，我们更想讨论的一个问题是：蔚来汽车何去何从?为什么要讨论这个问题?因为按照《意见》规定“发现产品存在数据安全、网络安全、在线升级安全、驾驶辅助和自动驾驶安全等严重问题的，应当依法依规立即停止相关产品的生产、销售，采取措施进行整改，并及时报告。”如果问题出自蔚来汽车身上，蔚来汽车将停止销售、生产，这对于蔚来汽车是毁灭性打击。此起事件，真相到底如何，现在都是未知数。从事故发生至今，蔚来一直积极配合相关部门的事故调查工作，按程序提交调查所需资料。对于蔚来来说，结局似乎只剩下了两条路可以选择。第一，我们假设，调查结果证明蔚来汽车自动驾驶存在严重安全问题，就应该立即停止销售，绝无回旋余地;第二，我们假设，问题是车主操作不当或者其他非自动驾驶相关问题，那么蔚来将继续销售，就像前几次安全事故一样，公众过段时间就会集体失忆，然后蔚来在未来继续大卖。当然，天无绝人之路，如果蔚来被证实自动驾驶存在严重安全问题，也还有第三条路可走。也就是进行战略大转型，剥离自动驾驶相关概念，转化为普通汽车厂商，自然不受新规制约。然后等到将来自动驾驶技术成熟后，再推行相关的产品和服务。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1975,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":335619883610160,"gmtCreate":1722974823292,"gmtModify":1722974825029,"author":{"id":"3451605427407266","authorId":"3451605427407266","name":"iacky","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3451605427407266","idStr":"3451605427407266"},"themes":[],"htmlText":"估计这货做空了","listText":"估计这货做空了","text":"估计这货做空了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/335619883610160","repostId":"2457000357","repostType":2,"repost":{"id":"2457000357","pubTimestamp":1722971028,"share":"https://www.laohu8.com/m/news/2457000357?lang=&edition=full","pubTime":"2024-08-07 03:03","market":"nz","language":"en","title":"Investor sentiment towards AI shows signs of skepticism – Goldman Sachs","url":"https://stock-news.laohu8.com/highlight/detail?id=2457000357","media":"seekingalpha","summary":"Goldman Sachs noted that investor sentiment towards artificial intelligence (AI) has shifted to skepticism from generally positive, amid a 7% decline in the Info Tech sector in the past week and a 10%","content":"<html><body><div> <p>Goldman Sachs noted that investor sentiment towards artificial intelligence (AI) has shifted to skepticism from generally positive, amid a <span>7%</span> decline in the Info Tech sector in the past week and a <span>10%</span> retreat in semiconductors.</p> <p>While the AI trade has taken it on the chin<span> recently, Goldman Sachs indicated that it still remains confident about the growing market area.</span></p> <p>“The mega-cap tech stocks have dropped sharply, but their valuations continue to reflect AI optimism despite investor concerns about the likely timing and magnitude of returns on their capital investments,” the investment bank said.</p> <p>Regarding valuations, Goldman went on to spotlight that the P/E ratio of mega-cap tech stocks has now dropped by 15% over the past two months, decreasing from 32x to 27x. Despite this decline, it still remains above the 10-year median of 24x.</p> <p>See the chart below provided by Goldman Sachs:</p> <p><img src=\"https://static.seekingalpha.com/uploads/2024/8/6/saupload_1_thumb1.png\" width=\"100%\"/></p> <p>For investors that are looking to further examine and understand the artificial intelligence trend, they may look towards the below group of exchange-traded funds for additional information:</p> <ul> <li>GX Artificial Intelligence &amp; Tech ETF (<span>NASDAQ:AIQ</span>)</li> <li>GX Robotics &amp; Artificial Intelligence ETF (<span>NASDAQ:BOTZ</span>)</li> <li><a href=\"https://laohu8.com/S/DTEC\">ALPS Disruptive Technologies ETF</a> (DTEC)</li> <li><a href=\"https://laohu8.com/S/GINN\">Goldman Sachs Innovate Equity ETF</a> (GINN)</li> <li><a href=\"https://laohu8.com/S/IRBO\">iShares Robotics and Artificial Intelligence Multisector ETF</a> (<span>NYSEARCA:IRBO</span>)</li> <li><a href=\"https://laohu8.com/S/ROBT\">First Trust Nasdaq Artificial Intelligence and Robotics ETF</a> (<span>NASDAQ:ROBT</span>)</li> <li><a href=\"https://laohu8.com/S/TECB\">iShares U.S. Tech Breakthrough Multisector ETF</a> (TECB)</li> <li><a href=\"https://laohu8.com/S/XT\">iShares Exponential Technologies ETF</a> (XT)</li> <li>Robo Global Artificial Intelligence ETF (THNQ)</li> <li>Roundhill Generative AI &amp; Technology ETF (CHAT)</li> </ul> </div> </body></html>","source":"seekingalpha","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>Investor sentiment towards AI shows signs of skepticism – Goldman Sachs</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.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\">\nInvestor sentiment towards AI shows signs of skepticism – Goldman Sachs\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-07 03:03 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/news/4135249-investor-sentiment-towards-ai-shows-signs-of-skepticism-goldman-sachs><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Goldman Sachs noted that investor sentiment towards artificial intelligence (AI) has shifted to skepticism from generally positive, amid a 7% decline in the Info Tech sector in the past week and a 10%...</p>\n\n<a href=\"https://seekingalpha.com/news/4135249-investor-sentiment-towards-ai-shows-signs-of-skepticism-goldman-sachs\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1795495467/image_1795495467.jpg","relate_stocks":{"BK4585":"ETF&股票定投概念","SOXL":"三倍做多半导体ETF-Direxion Daily","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","SMH":"半导体指数ETF-HOLDRs","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","SQQQ":"纳指三倍做空ETF","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","DTEC":"ALPS Disruptive Technologies ETF","LU2237443895.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) ACC","SOXS":"三倍做空半导体ETF-Direxion Daily","BK4588":"碎股","BK4550":"红杉资本持仓","QLD":"纳指两倍做多ETF","SOXX":"iShares费城交易所半导体ETF","NVDA":"英伟达","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","BK4552":"Archegos爆仓风波概念","LU1791807156.HKD":"BGF WORLD FINANCIALS \"A2\" (HKDHDG) ACC","LU2237443382.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA USD","TQQQ":"纳指三倍做多ETF","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","LU2237443549.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A MIncA SGD-H","PSQ":"纳指反向ETF","LU2237443465.HKD":"abrdn SICAV I -  GLOBAL DYNAMIC DIVIDEND \"A\" (HKD) INC","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","FDN":"First Trust Dow Jones Internet I","BK4504":"桥水持仓","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H",".IXIC":"NASDAQ Composite","IE00BSNM7G36.USD":"NEUBERGER BERMAN SYSTEMATIC GLOBAL SUSTAINABLE VALUE \"A\" (USD) ACC","IE00BFXG1179.USD":"BNY MELLON U.S. EQUITY INCOME \"B\" (USD) INC","BOTZ":"Global X Robotics & Artificial Intelligence Thematic ETF","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","BK4127":"投资银行业与经纪业","GINN":"Goldman Sachs Innovate Equity ETF","LU0106831901.USD":"贝莱德世界金融基金A2","ROBT":"First Trust Nasdaq Artificial Intelligence and Robotics ETF","XT":"iShares Exponential Technologies ETF","TECB":"iShares U.S. Tech Breakthrough Multisector ETF","AIQ":"Global X Future Analytics Tech ETF","QID":"纳指两倍做空ETF","THNQ":"ROBO Global Artificial Intelligence ETF"},"source_url":"https://seekingalpha.com/news/4135249-investor-sentiment-towards-ai-shows-signs-of-skepticism-goldman-sachs","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2457000357","content_text":"Goldman Sachs noted that investor sentiment towards artificial intelligence (AI) has shifted to skepticism from generally positive, amid a 7% decline in the Info Tech sector in the past week and a 10% retreat in semiconductors. While the AI trade has taken it on the chin recently, Goldman Sachs indicated that it still remains confident about the growing market area. “The mega-cap tech stocks have dropped sharply, but their valuations continue to reflect AI optimism despite investor concerns about the likely timing and magnitude of returns on their capital investments,” the investment bank said. Regarding valuations, Goldman went on to spotlight that the P/E ratio of mega-cap tech stocks has now dropped by 15% over the past two months, decreasing from 32x to 27x. Despite this decline, it still remains above the 10-year median of 24x. See the chart below provided by Goldman Sachs:  For investors that are looking to further examine and understand the artificial intelligence trend, they may look towards the below group of exchange-traded funds for additional information:  GX Artificial Intelligence & Tech ETF (NASDAQ:AIQ) GX Robotics & Artificial Intelligence ETF (NASDAQ:BOTZ) ALPS Disruptive Technologies ETF (DTEC) Goldman Sachs Innovate Equity ETF (GINN) iShares Robotics and Artificial Intelligence Multisector ETF (NYSEARCA:IRBO) First Trust Nasdaq Artificial Intelligence and Robotics ETF (NASDAQ:ROBT) iShares U.S. Tech Breakthrough Multisector ETF (TECB) iShares Exponential Technologies ETF (XT) Robo Global Artificial Intelligence ETF (THNQ) Roundhill Generative AI & Technology ETF (CHAT)","news_type":1},"isVote":1,"tweetType":1,"viewCount":470,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319330970173656,"gmtCreate":1718991560692,"gmtModify":1718992083587,"author":{"id":"3451605427407266","authorId":"3451605427407266","name":"iacky","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3451605427407266","idStr":"3451605427407266"},"themes":[],"htmlText":"吹牛逼不上税","listText":"吹牛逼不上税","text":"吹牛逼不上税","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/319330970173656","repostId":"1144695188","repostType":2,"repost":{"id":"1144695188","pubTimestamp":1718955980,"share":"https://www.laohu8.com/m/news/1144695188?lang=&edition=full","pubTime":"2024-06-21 15:46","market":"us","language":"zh","title":"朱啸虎：年底GPT-5达不到预期，英伟达市值就“完蛋了”","url":"https://stock-news.laohu8.com/highlight/detail?id=1144695188","media":"新浪科技","summary":"大部分被AI取代的人，是因为上班摸鱼太多了。","content":"<html><head></head><body><p>　　文丨周文猛</p><p style=\"text-align: start;\">　　在中国创投行业，“周期论”一直是被高频提及的话题。</p><p style=\"text-align: start;\">　　近日，金沙江创投主管合伙人朱啸虎表示，“当前，中国正在进入一个以10年为单位的长周期中，而在以前，周期的单位是2~3年。”</p><p style=\"text-align: start;\">　　朱啸虎指出，在周期变长的情况下，生成式AI、PC/移动互联网以及平价消费等领域，仍会出现新的机会点。而对于中国企业和中国消费者而言，都要追求性价比，“就像拼多多一样地给消费者创造极致性价比”。</p><p style=\"text-align: start;\">　　此外，他还分享了自己对于AI投资、英伟达的理解。他预判，预计到今年年底，如果OpeanAI的GPT-5.0模型没能发布，或者能力未达到有效提升，英伟达全球第一的市值可能“就完蛋了”。</p><p style=\"text-align: start;\">　　以下是《WeTalk》栏目整理的与朱啸虎对话要点，在保持原意的基础上略有修改。</p><p style=\"text-align: start;\">　　<strong>“中国现在一些AI创新，要比美国领先”</strong></p><p style=\"text-align: start;\">　　新浪科技：您不投AI大模型公司，但会投AI应用，现在有开始看项目吗？最近流行一个说法是做To B软件的都不赚钱，软件企业都很惨，但AI投资To B又快于To C，你怎么看？</p><p style=\"text-align: start;\">　　朱啸虎：第一，中国企业和中国消费者一样，都要追求性价比。我觉得中国最大问题是程序员太多了，全世界3000万，中国有700万，而且中国700万程序员工作特别努力，工作量都是别人的2-3倍以上。</p><p style=\"text-align: start;\">　　第二，实际上中国软件(29.490, 0.51, 1.76%)企业并不惨，大家就是忽视了汇率。中国的软件行业如果把两三亿人民币的收入，比作两三亿美金的收入，中国软件企业不比美国差的。中国只是因为人力成本便宜，国内生产服务业问题就是汇率。 </p><p style=\"text-align: start;\">　　我认为，AI以后可能还是有机会，因为AI可以帮助企业降本增效再升一个数量级，这个时候客户就非常愿意付钱。我就用AI赋能的软件，可能比传统软件要在中国更有机会点，就像拼多多一样地给消费者创造极致性价比。然后AI软件同样给企业客户创造极致性价比，这个时候客户很愿意付钱。</p><p style=\"text-align: start;\">　　新浪科技：你现在有跟硅谷的团队开AI会议吗？之前有传中国投资人已经不参与会议了？</p><p style=\"text-align: start;\">　　朱啸虎：开会的，但是以前专门有开一个关于AI对中国创新的会，现在我们还是，但更多的是我们和美国人讲，我们在中国的AI应用上有哪些创新。中国现在的一些AI创新，其实要比美国领先的，第一是数据多，第二是很多时候现在AI达不到100%的准确，在很细分领域可能是60%左右，最好可能80%多，剩下的工作基本是需要人工补齐的，但是需要人工补齐这块，中国肯定是有优势的。</p><p style=\"text-align: start;\">　　<strong>“年底GPT-5.0达不到预期，英伟达市值就完蛋了”</strong></p><p style=\"text-align: start;\">　　新浪科技：你怎么看英伟达的？他也是AI的底层，现在市值已经全球第一了。</p><p style=\"text-align: start;\">　　朱啸虎：就看Scaling Law（规模法则）有没有效果，如果Scaling Law无效了，它的股价就会跌得一塌糊涂。要看到今年底，OpeanAI能不能发布GPT-5.0，如果是10万-20万张GPU堆算力砸下去，还见不到（GPT）智能能力提升，那英伟达他就完蛋了。</p><p style=\"text-align: start;\">　　当然，黄教主（黄仁勋）确实很会销售，他搞了一个主权AI，想让每个国家都要去买自己的AI芯片。所以他会创造概念去销售，今年的股价应该是能撑得住的，但是如果到年底GPT-5.0还做不出来，大家怀疑，就开始危险了。</p><p style=\"text-align: start;\">　　新浪科技：前两天苹果提出了一个Apple Intelligence，也可以理解为端侧AI，你怎么看这个事情？</p><p style=\"text-align: start;\">　　朱啸虎：苹果的发布会非常有意思，它至少说明两个问题。</p><p style=\"text-align: start;\">　　第一，最重要的是用户体验，而不是技术。你看iPad 新增的那个计算器，你说有啥技术？其实没啥技术，但是用户体验特别好。而且苹果重新定义了入口问题，今天它也可以使用OpenAI的GPT了，但他不给GPT导用户，说明苹果的用户信息不给OpenAI，只统一调接口去访问这个服务就行了，很和谐。</p><p style=\"text-align: start;\">　　第二，苹果可以随时切掉OpenAI的服务。之前谷歌为进入苹果生态，每年给苹果支付100多亿美金，今天苹果和OpenAI双方是免费的，如果谷歌的Gemini追上来了，然后再给苹果支付100亿美金，iPhone肯定也会用。所以，最终还是入口为王，而且苹果自己也在做大模型，如果一直没有GPT-5.0，苹果大模型性能上来后，可能就用自己的GPT了。</p><p style=\"text-align: start;\">　　<strong>“大部分被AI取代的人，是因为上班摸鱼太多了”</strong></p><p style=\"text-align: start;\">　　新浪科技：如果给想进入AI领域的投资者提一些建议，你会说什么？</p><p style=\"text-align: start;\">　　朱啸虎：你能不能给你的用户创造一个数量级以上的价值，让你的用户对这样的产品尖叫“哇”，这样的极致效果。</p><p style=\"text-align: start;\">　　新浪科技：还会有这样的产品吗？</p><p style=\"text-align: start;\">　　朱啸虎：很多，你需要聚焦到一个垂直行业，在这个行业里面生根，真正懂你的客户，知道他们要什么东西。而且知道什么事情是今天AI能做的，或者你加20%的人都能够补齐的。</p><p style=\"text-align: start;\">　　新浪科技：对个人有什么建议呢？我们正在经历长周期，而且大家对AI的发展也比较焦虑，它什么都能做！</p><p style=\"text-align: start;\">　　朱啸虎：AI肯定不可能100%取代人类，我觉得达到80%已经很了不起了，在很多细分领域，很多大模型还只能达到50%左右。你只要把你工作效率变得很高，你的表现不要比下面一半的人差，就可以了。</p><p style=\"text-align: start;\">　　大部分人为什么被取代，完全是因为上班摸鱼太多，没有用智商。</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>朱啸虎：年底GPT-5达不到预期，英伟达市值就“完蛋了”</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朱啸虎：年底GPT-5达不到预期，英伟达市值就“完蛋了”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-21 15:46 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/2024-06-21/doc-inazntae1257659.shtml><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>文丨周文猛　　在中国创投行业，“周期论”一直是被高频提及的话题。　　近日，金沙江创投主管合伙人朱啸虎表示，“当前，中国正在进入一个以10年为单位的长周期中，而在以前，周期的单位是2~3年。”　　朱啸虎指出，在周期变长的情况下，生成式AI、PC/移动互联网以及平价消费等领域，仍会出现新的机会点。而对于中国企业和中国消费者而言，都要追求性价比，“就像拼多多一样地给消费者创造极致性价比”。　　此外，他还...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/2024-06-21/doc-inazntae1257659.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/d788f727e26434db149309671116a447","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://finance.sina.com.cn/tech/2024-06-21/doc-inazntae1257659.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144695188","content_text":"文丨周文猛　　在中国创投行业，“周期论”一直是被高频提及的话题。　　近日，金沙江创投主管合伙人朱啸虎表示，“当前，中国正在进入一个以10年为单位的长周期中，而在以前，周期的单位是2~3年。”　　朱啸虎指出，在周期变长的情况下，生成式AI、PC/移动互联网以及平价消费等领域，仍会出现新的机会点。而对于中国企业和中国消费者而言，都要追求性价比，“就像拼多多一样地给消费者创造极致性价比”。　　此外，他还分享了自己对于AI投资、英伟达的理解。他预判，预计到今年年底，如果OpeanAI的GPT-5.0模型没能发布，或者能力未达到有效提升，英伟达全球第一的市值可能“就完蛋了”。　　以下是《WeTalk》栏目整理的与朱啸虎对话要点，在保持原意的基础上略有修改。　　“中国现在一些AI创新，要比美国领先”　　新浪科技：您不投AI大模型公司，但会投AI应用，现在有开始看项目吗？最近流行一个说法是做To B软件的都不赚钱，软件企业都很惨，但AI投资To B又快于To C，你怎么看？　　朱啸虎：第一，中国企业和中国消费者一样，都要追求性价比。我觉得中国最大问题是程序员太多了，全世界3000万，中国有700万，而且中国700万程序员工作特别努力，工作量都是别人的2-3倍以上。　　第二，实际上中国软件(29.490, 0.51, 1.76%)企业并不惨，大家就是忽视了汇率。中国的软件行业如果把两三亿人民币的收入，比作两三亿美金的收入，中国软件企业不比美国差的。中国只是因为人力成本便宜，国内生产服务业问题就是汇率。 　　我认为，AI以后可能还是有机会，因为AI可以帮助企业降本增效再升一个数量级，这个时候客户就非常愿意付钱。我就用AI赋能的软件，可能比传统软件要在中国更有机会点，就像拼多多一样地给消费者创造极致性价比。然后AI软件同样给企业客户创造极致性价比，这个时候客户很愿意付钱。　　新浪科技：你现在有跟硅谷的团队开AI会议吗？之前有传中国投资人已经不参与会议了？　　朱啸虎：开会的，但是以前专门有开一个关于AI对中国创新的会，现在我们还是，但更多的是我们和美国人讲，我们在中国的AI应用上有哪些创新。中国现在的一些AI创新，其实要比美国领先的，第一是数据多，第二是很多时候现在AI达不到100%的准确，在很细分领域可能是60%左右，最好可能80%多，剩下的工作基本是需要人工补齐的，但是需要人工补齐这块，中国肯定是有优势的。　　“年底GPT-5.0达不到预期，英伟达市值就完蛋了”　　新浪科技：你怎么看英伟达的？他也是AI的底层，现在市值已经全球第一了。　　朱啸虎：就看Scaling Law（规模法则）有没有效果，如果Scaling Law无效了，它的股价就会跌得一塌糊涂。要看到今年底，OpeanAI能不能发布GPT-5.0，如果是10万-20万张GPU堆算力砸下去，还见不到（GPT）智能能力提升，那英伟达他就完蛋了。　　当然，黄教主（黄仁勋）确实很会销售，他搞了一个主权AI，想让每个国家都要去买自己的AI芯片。所以他会创造概念去销售，今年的股价应该是能撑得住的，但是如果到年底GPT-5.0还做不出来，大家怀疑，就开始危险了。　　新浪科技：前两天苹果提出了一个Apple Intelligence，也可以理解为端侧AI，你怎么看这个事情？　　朱啸虎：苹果的发布会非常有意思，它至少说明两个问题。　　第一，最重要的是用户体验，而不是技术。你看iPad 新增的那个计算器，你说有啥技术？其实没啥技术，但是用户体验特别好。而且苹果重新定义了入口问题，今天它也可以使用OpenAI的GPT了，但他不给GPT导用户，说明苹果的用户信息不给OpenAI，只统一调接口去访问这个服务就行了，很和谐。　　第二，苹果可以随时切掉OpenAI的服务。之前谷歌为进入苹果生态，每年给苹果支付100多亿美金，今天苹果和OpenAI双方是免费的，如果谷歌的Gemini追上来了，然后再给苹果支付100亿美金，iPhone肯定也会用。所以，最终还是入口为王，而且苹果自己也在做大模型，如果一直没有GPT-5.0，苹果大模型性能上来后，可能就用自己的GPT了。　　“大部分被AI取代的人，是因为上班摸鱼太多了”　　新浪科技：如果给想进入AI领域的投资者提一些建议，你会说什么？　　朱啸虎：你能不能给你的用户创造一个数量级以上的价值，让你的用户对这样的产品尖叫“哇”，这样的极致效果。　　新浪科技：还会有这样的产品吗？　　朱啸虎：很多，你需要聚焦到一个垂直行业，在这个行业里面生根，真正懂你的客户，知道他们要什么东西。而且知道什么事情是今天AI能做的，或者你加20%的人都能够补齐的。　　新浪科技：对个人有什么建议呢？我们正在经历长周期，而且大家对AI的发展也比较焦虑，它什么都能做！　　朱啸虎：AI肯定不可能100%取代人类，我觉得达到80%已经很了不起了，在很多细分领域，很多大模型还只能达到50%左右。你只要把你工作效率变得很高，你的表现不要比下面一半的人差，就可以了。　　大部分人为什么被取代，完全是因为上班摸鱼太多，没有用智商。","news_type":1},"isVote":1,"tweetType":1,"viewCount":225,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":186948486,"gmtCreate":1623470919145,"gmtModify":1623470919145,"author":{"id":"3451605427407266","authorId":"3451605427407266","name":"iacky","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3451605427407266","idStr":"3451605427407266"},"themes":[],"htmlText":"老虎七周年感谢17年入 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