PUPPY的马甲的个人主页 - 老虎社区

PUPPY的马甲

暂无个人介绍

IP属地：北京

43关注

2粉丝

0主题

0勋章

06-21

GPT5没亮点还会有其他家的应用，买锤子的永远不会败，最大的风险是在于追赶的竞争者而不是OpenAI

朱啸虎：年底GPT-5达不到预期，英伟达市值就“完蛋了”

06-11

$苹果(AAPL)$ 苹果goto the moon

06-06

$英伟达(NVDA)$ 终于1200了，不愧是全村的希望

04-20

$半导体产品(BK4141)$ 最近跌的太惨了

04-15

$(00700)$ 利空是短暂的

03-26

$拼多多(PDD)$ 买多多就是考虑一个性价比，等股价百亿补贴的时候再[开心]

2022-10-25

抄起来短期看到280

2022-08-06

$Rocket Companies(RKT)$财报miss，下一季度指引也下调了，居然拿回来了，这是要杀期权么

2021-02-10

$哔哩哔哩(BILI)$再跌点，跌了补货😃

2020-12-16

$中芯国际(00981)$又作妖...

2020-09-15

$Inovio Pharmaceuticals Inc(INO)$发生了这是要被收购了么？

2020-08-27

$Salesforce(CRM)$涨的理由是财报好再加上入选道琼斯？

2020-07-29

$Inovio Pharmaceuticals Inc(INO)$盘前涨跌，最后都是📉

2020-04-03

$Moderna, Inc.(MRNA)$加油～

2017-07-12

今天盘后很夸张～

$京东(JD)$ 今天盘后很夸张啊

今天盘后很夸张～

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3460602951378103","uuid":"3460602951378103","gmtCreate":1497602026696,"gmtModify":1498143209343,"name":"PUPPY的马甲","pinyin":"puppydmjpuppydemajia","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":2,"headSize":43,"tweetSize":15,"questionSize":0,"limitLevel":900,"accountStatus":4,"level":{"id":2,"name":"无畏虎","nameTw":"無畏虎","represent":"初生牛犊","factor":"发布3条非转发主帖,1条获得他人回复或点赞","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.12.07","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-2","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资总监虎","description":"证券账户累计交易金额达到30万美元","bigImgUrl":"https://static.tigerbbs.com/9d20b23f1b6335407f882bc5c2ad12c0","smallImgUrl":"https://static.tigerbbs.com/ada3b4533518ace8404a3f6dd192bd29","grayImgUrl":"https://static.tigerbbs.com/177f283ba21d1c077054dac07f88f3bd","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2022.04.21","exceedPercentage":"80.69%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"60.16%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":6,"crmLevelSwitch":0,"location":"北京","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":5,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":319299098427616,"gmtCreate":1718983813963,"gmtModify":1718988274249,"author":{"id":"3460602951378103","authorId":"3460602951378103","name":"PUPPY的马甲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460602951378103","authorIdStr":"3460602951378103"},"themes":[],"htmlText":"GPT5没亮点还会有其他家的应用，买锤子的永远不会败，最大的风险是在于追赶的竞争者而不是OpenAI","listText":"GPT5没亮点还会有其他家的应用，买锤子的永远不会败，最大的风险是在于追赶的竞争者而不是OpenAI","text":"GPT5没亮点还会有其他家的应用，买锤子的永远不会败，最大的风险是在于追赶的竞争者而不是OpenAI","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/319299098427616","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 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":630,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3485385939767603","authorId":"3485385939767603","name":"求美股稳定一点","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3485385939767603","authorIdStr":"3485385939767603"},"content":"你举个例呗 看看处理gpt 还有什么应用","text":"你举个例呗 看看处理gpt 还有什么应用","html":"你举个例呗 看看处理gpt 还有什么应用"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315743670182112,"gmtCreate":1718116797403,"gmtModify":1718116798838,"author":{"id":"3460602951378103","authorId":"3460602951378103","name":"PUPPY的马甲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460602951378103","authorIdStr":"3460602951378103"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 苹果goto the moon","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 苹果goto the moon","text":"$苹果(AAPL)$ 苹果goto the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315743670182112","isVote":1,"tweetType":1,"viewCount":850,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313611542278224,"gmtCreate":1717603862864,"gmtModify":1717603864343,"author":{"id":"3460602951378103","authorId":"3460602951378103","name":"PUPPY的马甲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460602951378103","authorIdStr":"3460602951378103"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 终于1200了，不愧是全村的希望","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 终于1200了，不愧是全村的希望","text":"$英伟达(NVDA)$ 终于1200了，不愧是全村的希望","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313611542278224","isVote":1,"tweetType":1,"viewCount":589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":297030447775976,"gmtCreate":1713545934500,"gmtModify":1713545935877,"author":{"id":"3460602951378103","authorId":"3460602951378103","name":"PUPPY的马甲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460602951378103","authorIdStr":"3460602951378103"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BK4141\">$半导体产品(BK4141)$</a> 最近跌的太惨了","listText":"<a href=\"https://laohu8.com/S/BK4141\">$半导体产品(BK4141)$</a> 最近跌的太惨了","text":"$半导体产品(BK4141)$ 最近跌的太惨了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/297030447775976","isVote":1,"tweetType":1,"viewCount":1147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295589564170440,"gmtCreate":1713174394349,"gmtModify":1713174395467,"author":{"id":"3460602951378103","authorId":"3460602951378103","name":"PUPPY的马甲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460602951378103","authorIdStr":"3460602951378103"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$(00700)$&nbsp;</a><v-v data-views=\"1\"></v-v> 利空是短暂的","listText":"<a href=\"https://laohu8.com/S/00700\">$(00700)$&nbsp;</a><v-v data-views=\"1\"></v-v> 利空是短暂的","text":"$(00700)$ 利空是短暂的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295589564170440","isVote":1,"tweetType":1,"viewCount":1712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288430039736608,"gmtCreate":1711450295805,"gmtModify":1711450299319,"author":{"id":"3460602951378103","authorId":"3460602951378103","name":"PUPPY的马甲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460602951378103","authorIdStr":"3460602951378103"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"0\"></v-v> 买多多就是考虑一个性价比，等股价百亿补贴的时候再[开心]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"0\"></v-v> 买多多就是考虑一个性价比，等股价百亿补贴的时候再[开心]&nbsp;&nbsp;","text":"$拼多多(PDD)$ 买多多就是考虑一个性价比，等股价百亿补贴的时候再[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/288430039736608","isVote":1,"tweetType":1,"viewCount":767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662521337,"gmtCreate":1666662580629,"gmtModify":1666662583420,"author":{"id":"3460602951378103","authorId":"3460602951378103","name":"PUPPY的马甲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460602951378103","authorIdStr":"3460602951378103"},"themes":[],"htmlText":"抄起来 短期看到280","listText":"抄起来 短期看到280","text":"抄起来 短期看到280","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/662521337","isVote":1,"tweetType":1,"viewCount":2053,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685558291,"gmtCreate":1659748261718,"gmtModify":1659749620150,"author":{"id":"3460602951378103","authorId":"3460602951378103","name":"PUPPY的马甲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460602951378103","authorIdStr":"3460602951378103"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RKT\">$Rocket Companies(RKT)$</a>财报miss，下一季度指引也下调了，居然拿回来了，这是要杀期权么","listText":"<a href=\"https://laohu8.com/S/RKT\">$Rocket Companies(RKT)$</a>财报miss，下一季度指引也下调了，居然拿回来了，这是要杀期权么","text":"$Rocket Companies(RKT)$财报miss，下一季度指引也下调了，居然拿回来了，这是要杀期权么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/685558291","isVote":1,"tweetType":1,"viewCount":2629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":381164771,"gmtCreate":1612947578893,"gmtModify":1703767254219,"author":{"id":"3460602951378103","authorId":"3460602951378103","name":"PUPPY的马甲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460602951378103","authorIdStr":"3460602951378103"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>再跌点，跌了补货😃","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>再跌点，跌了补货😃","text":"$哔哩哔哩(BILI)$再跌点，跌了补货😃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/381164771","isVote":1,"tweetType":1,"viewCount":1680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":394424200,"gmtCreate":1608095483900,"gmtModify":1703851096641,"author":{"id":"3460602951378103","authorId":"3460602951378103","name":"PUPPY的马甲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460602951378103","authorIdStr":"3460602951378103"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a>又作妖...","listText":"<a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a>又作妖...","text":"$中芯国际(00981)$又作妖...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/394424200","isVote":1,"tweetType":1,"viewCount":2097,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":972850961,"gmtCreate":1600180919153,"gmtModify":1703820648680,"author":{"id":"3460602951378103","authorId":"3460602951378103","name":"PUPPY的马甲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460602951378103","authorIdStr":"3460602951378103"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INO\">$Inovio Pharmaceuticals Inc(INO)$</a>发生了这是要被收购了么？","listText":"<a href=\"https://laohu8.com/S/INO\">$Inovio Pharmaceuticals Inc(INO)$</a>发生了这是要被收购了么？","text":"$Inovio Pharmaceuticals Inc(INO)$发生了这是要被收购了么？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/972850961","isVote":1,"tweetType":1,"viewCount":1759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":973818703,"gmtCreate":1598502816402,"gmtModify":1704219185552,"author":{"id":"3460602951378103","authorId":"3460602951378103","name":"PUPPY的马甲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460602951378103","authorIdStr":"3460602951378103"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CRM\">$Salesforce(CRM)$</a>涨的理由是财报好再加上入选道琼斯？","listText":"<a href=\"https://laohu8.com/S/CRM\">$Salesforce(CRM)$</a>涨的理由是财报好再加上入选道琼斯？","text":"$Salesforce(CRM)$涨的理由是财报好再加上入选道琼斯？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/973818703","isVote":1,"tweetType":1,"viewCount":2680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":946742585,"gmtCreate":1596010741147,"gmtModify":1704210561577,"author":{"id":"3460602951378103","authorId":"3460602951378103","name":"PUPPY的马甲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460602951378103","authorIdStr":"3460602951378103"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INO\">$Inovio Pharmaceuticals Inc(INO)$</a>盘前涨跌，最后都是📉","listText":"<a href=\"https://laohu8.com/S/INO\">$Inovio Pharmaceuticals Inc(INO)$</a>盘前涨跌，最后都是📉","text":"$Inovio Pharmaceuticals Inc(INO)$盘前涨跌，最后都是📉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/946742585","isVote":1,"tweetType":1,"viewCount":2019,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":923271058,"gmtCreate":1585855011674,"gmtModify":1704359452526,"author":{"id":"3460602951378103","authorId":"3460602951378103","name":"PUPPY的马甲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460602951378103","authorIdStr":"3460602951378103"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a>加油～","listText":"<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a>加油～","text":"$Moderna, Inc.(MRNA)$加油～","images":[{"img":"https://static.tigerbbs.com/71255db575c8f43f8019d356387c5c57","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/923271058","isVote":1,"tweetType":1,"viewCount":1751,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":73840,"gmtCreate":1499865261958,"gmtModify":1704878746033,"author":{"id":"3460602951378103","authorId":"3460602951378103","name":"PUPPY的马甲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3460602951378103","authorIdStr":"3460602951378103"},"themes":[],"title":"今天盘后很夸张～","htmlText":"$京东(JD)$ 今天盘后很夸张啊","listText":"$京东(JD)$ 今天盘后很夸张啊","text":"$京东(JD)$ 今天盘后很夸张啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/73840","isVote":1,"tweetType":1,"viewCount":1630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":73840,"gmtCreate":1499865261958,"gmtModify":1704878746033,"author":{"id":"3460602951378103","authorId":"3460602951378103","name":"PUPPY的马甲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460602951378103","idStr":"3460602951378103"},"themes":[],"title":"今天盘后很夸张～","htmlText":"$京东(JD)$ 今天盘后很夸张啊","listText":"$京东(JD)$ 今天盘后很夸张啊","text":"$京东(JD)$ 今天盘后很夸张啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/73840","isVote":1,"tweetType":1,"viewCount":1630,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":319299098427616,"gmtCreate":1718983813963,"gmtModify":1718988274249,"author":{"id":"3460602951378103","authorId":"3460602951378103","name":"PUPPY的马甲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460602951378103","idStr":"3460602951378103"},"themes":[],"htmlText":"GPT5没亮点还会有其他家的应用，买锤子的永远不会败，最大的风险是在于追赶的竞争者而不是OpenAI","listText":"GPT5没亮点还会有其他家的应用，买锤子的永远不会败，最大的风险是在于追赶的竞争者而不是OpenAI","text":"GPT5没亮点还会有其他家的应用，买锤子的永远不会败，最大的风险是在于追赶的竞争者而不是OpenAI","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/319299098427616","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 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":630,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3485385939767603","authorId":"3485385939767603","name":"求美股稳定一点","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3485385939767603","idStr":"3485385939767603"},"content":"你举个例呗 看看处理gpt 还有什么应用","text":"你举个例呗 看看处理gpt 还有什么应用","html":"你举个例呗 看看处理gpt 还有什么应用"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":662521337,"gmtCreate":1666662580629,"gmtModify":1666662583420,"author":{"id":"3460602951378103","authorId":"3460602951378103","name":"PUPPY的马甲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460602951378103","idStr":"3460602951378103"},"themes":[],"htmlText":"抄起来 短期看到280","listText":"抄起来 短期看到280","text":"抄起来 短期看到280","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/662521337","isVote":1,"tweetType":1,"viewCount":2053,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":381164771,"gmtCreate":1612947578893,"gmtModify":1703767254219,"author":{"id":"3460602951378103","authorId":"3460602951378103","name":"PUPPY的马甲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460602951378103","idStr":"3460602951378103"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>再跌点，跌了补货😃","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>再跌点，跌了补货😃","text":"$哔哩哔哩(BILI)$再跌点，跌了补货😃","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/381164771","isVote":1,"tweetType":1,"viewCount":1680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":972850961,"gmtCreate":1600180919153,"gmtModify":1703820648680,"author":{"id":"3460602951378103","authorId":"3460602951378103","name":"PUPPY的马甲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460602951378103","idStr":"3460602951378103"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INO\">$Inovio Pharmaceuticals Inc(INO)$</a>发生了这是要被收购了么？","listText":"<a href=\"https://laohu8.com/S/INO\">$Inovio Pharmaceuticals Inc(INO)$</a>发生了这是要被收购了么？","text":"$Inovio Pharmaceuticals Inc(INO)$发生了这是要被收购了么？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/972850961","isVote":1,"tweetType":1,"viewCount":1759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313611542278224,"gmtCreate":1717603862864,"gmtModify":1717603864343,"author":{"id":"3460602951378103","authorId":"3460602951378103","name":"PUPPY的马甲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460602951378103","idStr":"3460602951378103"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 终于1200了，不愧是全村的希望","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 终于1200了，不愧是全村的希望","text":"$英伟达(NVDA)$ 终于1200了，不愧是全村的希望","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313611542278224","isVote":1,"tweetType":1,"viewCount":589,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":946742585,"gmtCreate":1596010741147,"gmtModify":1704210561577,"author":{"id":"3460602951378103","authorId":"3460602951378103","name":"PUPPY的马甲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460602951378103","idStr":"3460602951378103"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INO\">$Inovio Pharmaceuticals Inc(INO)$</a>盘前涨跌，最后都是📉","listText":"<a href=\"https://laohu8.com/S/INO\">$Inovio Pharmaceuticals Inc(INO)$</a>盘前涨跌，最后都是📉","text":"$Inovio Pharmaceuticals Inc(INO)$盘前涨跌，最后都是📉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/946742585","isVote":1,"tweetType":1,"viewCount":2019,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":315743670182112,"gmtCreate":1718116797403,"gmtModify":1718116798838,"author":{"id":"3460602951378103","authorId":"3460602951378103","name":"PUPPY的马甲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460602951378103","idStr":"3460602951378103"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 苹果goto the moon","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 苹果goto the moon","text":"$苹果(AAPL)$ 苹果goto the moon","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315743670182112","isVote":1,"tweetType":1,"viewCount":850,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":297030447775976,"gmtCreate":1713545934500,"gmtModify":1713545935877,"author":{"id":"3460602951378103","authorId":"3460602951378103","name":"PUPPY的马甲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460602951378103","idStr":"3460602951378103"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BK4141\">$半导体产品(BK4141)$</a> 最近跌的太惨了","listText":"<a href=\"https://laohu8.com/S/BK4141\">$半导体产品(BK4141)$</a> 最近跌的太惨了","text":"$半导体产品(BK4141)$ 最近跌的太惨了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/297030447775976","isVote":1,"tweetType":1,"viewCount":1147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":295589564170440,"gmtCreate":1713174394349,"gmtModify":1713174395467,"author":{"id":"3460602951378103","authorId":"3460602951378103","name":"PUPPY的马甲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460602951378103","idStr":"3460602951378103"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00700\">$(00700)$&nbsp;</a><v-v data-views=\"1\"></v-v> 利空是短暂的","listText":"<a href=\"https://laohu8.com/S/00700\">$(00700)$&nbsp;</a><v-v data-views=\"1\"></v-v> 利空是短暂的","text":"$(00700)$ 利空是短暂的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/295589564170440","isVote":1,"tweetType":1,"viewCount":1712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288430039736608,"gmtCreate":1711450295805,"gmtModify":1711450299319,"author":{"id":"3460602951378103","authorId":"3460602951378103","name":"PUPPY的马甲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460602951378103","idStr":"3460602951378103"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"0\"></v-v> 买多多就是考虑一个性价比，等股价百亿补贴的时候再[开心]&nbsp;&nbsp;","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a><v-v data-views=\"0\"></v-v> 买多多就是考虑一个性价比，等股价百亿补贴的时候再[开心]&nbsp;&nbsp;","text":"$拼多多(PDD)$ 买多多就是考虑一个性价比，等股价百亿补贴的时候再[开心]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/288430039736608","isVote":1,"tweetType":1,"viewCount":767,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":685558291,"gmtCreate":1659748261718,"gmtModify":1659749620150,"author":{"id":"3460602951378103","authorId":"3460602951378103","name":"PUPPY的马甲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460602951378103","idStr":"3460602951378103"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RKT\">$Rocket Companies(RKT)$</a>财报miss，下一季度指引也下调了，居然拿回来了，这是要杀期权么","listText":"<a href=\"https://laohu8.com/S/RKT\">$Rocket Companies(RKT)$</a>财报miss，下一季度指引也下调了，居然拿回来了，这是要杀期权么","text":"$Rocket Companies(RKT)$财报miss，下一季度指引也下调了，居然拿回来了，这是要杀期权么","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/685558291","isVote":1,"tweetType":1,"viewCount":2629,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":394424200,"gmtCreate":1608095483900,"gmtModify":1703851096641,"author":{"id":"3460602951378103","authorId":"3460602951378103","name":"PUPPY的马甲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460602951378103","idStr":"3460602951378103"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a>又作妖...","listText":"<a href=\"https://laohu8.com/S/00981\">$中芯国际(00981)$</a>又作妖...","text":"$中芯国际(00981)$又作妖...","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/394424200","isVote":1,"tweetType":1,"viewCount":2097,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":973818703,"gmtCreate":1598502816402,"gmtModify":1704219185552,"author":{"id":"3460602951378103","authorId":"3460602951378103","name":"PUPPY的马甲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460602951378103","idStr":"3460602951378103"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/CRM\">$Salesforce(CRM)$</a>涨的理由是财报好再加上入选道琼斯？","listText":"<a href=\"https://laohu8.com/S/CRM\">$Salesforce(CRM)$</a>涨的理由是财报好再加上入选道琼斯？","text":"$Salesforce(CRM)$涨的理由是财报好再加上入选道琼斯？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/973818703","isVote":1,"tweetType":1,"viewCount":2680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":923271058,"gmtCreate":1585855011674,"gmtModify":1704359452526,"author":{"id":"3460602951378103","authorId":"3460602951378103","name":"PUPPY的马甲","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3460602951378103","idStr":"3460602951378103"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a>加油～","listText":"<a href=\"https://laohu8.com/S/MRNA\">$Moderna, Inc.(MRNA)$</a>加油～","text":"$Moderna, Inc.(MRNA)$加油～","images":[{"img":"https://static.tigerbbs.com/71255db575c8f43f8019d356387c5c57","width":"828","height":"1434"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/923271058","isVote":1,"tweetType":1,"viewCount":1751,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"lives":[]}