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12-18 23:21

冉冉升起的新星

博通的“英伟达时刻”已经到来现在只欠持续的亮眼表现

12-13

$A50指数主连 2412(CNmain)$ A股是个神奇的市场，长期在3000多点

12-13

$A50指数主连 2412(CNmain)$ 又什么大利好？这么砸？

12-10

$二倍做多沪深300(Direxion)(CHAU)$ 1000倍空单，怼上，兄弟们

12-10

$二倍做多沪深300(Direxion)(CHAU)$ 我开了1000倍空单，god bless

12-10

$二倍做多沪深300(Direxion)(CHAU)$ 国人都是傻子，国外可以疯狂做空，做空多简单啊

12-10

$A50指数主连 2412(CNmain)$ 机构正在KTV喝庆功酒，明天不会来操作了

12-10

$A50指数主连 2412(CNmain)$ 中国人都尼玛是傻子，好骗，开个什么ZZJ会议，被外国人利用，又开始套人，机构在那狂卖，领导不喊他们谈话？

12-09

$A50指数主连 2412(CNmain)$ 先绞杀一波

11-28

$英伟达(NVDA)$ 打折的时候

11-25

$英伟达(NVDA)$ 饼子和特子带上达子飞一下

11-25

$英伟达(NVDA)$ 给机会？上

11-25

$英伟达(NVDA)$ 你是一种信仰，替代苹果的新信仰

11-14

$英伟达(NVDA)$ 今天突破150

11-14

$英伟达(NVDA)$ 盘了好几天了

11-08

$NQ100指数主连 2412(NQmain)$ 能不能跌下来，我还没买呢

11-07

$NQ100指数主连 2412(NQmain)$ 来个跟大A一样的巨阳

11-06

$特朗普媒体科技集团(DJT)$ 啥结果

10-26

$纳斯达克100指数(NDX)$ 资金马上来大A避险，以伊干起来了

10-22

$二倍做多沪深300(Direxion)(CHAU)$ Harmony OS

去老虎APP查看更多动态

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VL \"A\" (USD) ACC","BK4532":"文艺复兴科技持仓","LU2462157665.USD":"ALLIANZ GLOBAL INCOME \"A\" (USD) INC","LU1732799900.SGD":"JPMorgan Investment Funds - Global Income A (irc) SGD-H","NVDS":"Tradr 1.5X Short NVDA Daily ETF","LU2125909247.SGD":"Natixis Thematics Meta H-R/A SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0234570918.USD":"高盛全球核心股票组合Acc Close","NVD2.UK":"2X NVIDIA ETP","BK4575":"芯片概念","LU0912757837.SGD":"JPMorgan Investment Funds - Global Income A (mth) SGD-H","3NVD.UK":"LS 3X NVIDIA","NVIW.SI":"NVDA 3xLongSG261006","SNVD.UK":"LS -1X NVIDIA","NVD3.UK":"LS 3X NVIDIA","LU1066051811.HKD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (HKD) INC","LU1983260115.SGD":"Janus Henderson Horizon Global Sustainable Equity A2 SGD-H","LU2360107168.USD":"BGF NEXT GENERATION TECHNOLOGY \"A4\" (USD) INC","NVDS.UK":"LS -1X NVIDIA","NVD":"GraniteShares 2x Short NVDA Daily ETF","2NVD.UK":"2X NVIDIA ETP","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","NVDD":"Direxion 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ACC","AVGO":"博通"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2024-12-18/doc-inczuzvf1282304.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2492998912","content_text":"博通上周公布业绩报告后股价暴涨，让人回想起2023年英伟达股价起飞的时候。现在，这家芯片制造商现在需要证明自己可以延续良好势头成为人工智能时代的又一个巨头。\n　　博通股价在公布业绩后的两个交易日里飙升了38%，市值达到接近1.2万亿美元。这波涨势的核心刺激因素是博通预测到2027财年，该公司为数据中心运营商设计的AI组件潜在市场规模将高达900亿美元。然而，要把这个机会变为现实还有很多工作要做。\n　　“这有点像一年半前英伟达的情形，当时他们公布了惊人的数字，所有人都不得不追涨，” 持有英伟达股票的Mahoney Asset Management的首席执行官Ken Mahoney表示。Mahoney说，博通向投资者证明人工智能计算的需求是如此之大，除了英伟达之外还有足够的空间容纳其他赢家。\n\n　　甚至在上周发布财报之前，博通一年来的表现就已经非常强劲。在人工智能业务稳健增长支撑下，该股成为费城半导体指数中表现最好的成份股之一。当然其股价也并非一帆风顺，9月该公司因为非AI业务疲软而发布了令人失望的业绩预测后股价大跌。\n　　本季度的业绩使关注焦点又回到了人工智能上。博通股价今年迄今已上涨逾120%，势将创下2009年上市以来的最佳年度表现。分析师们也争先恐后地做出调整，多家华尔街公司上调了目标价和业绩预期。不过即便是彭博汇编的数据显示博通公布业绩后分析师的平均目标价上升了19%，但仍未能跟上股价步伐。\n　　这一轨迹不可避免地引起人们将其与股票市场最初的人工智能赢家英伟达进行比较。英伟达2023年5月发布亮眼的收益报告之后，紧随其后一系列业绩报告和季度预测也都超出预期。该股还让那些认为2024年股票走势艰难的怀疑论者预言落空。英伟达今年上涨了约167%，但过去两天有所回落，或许是因为投资者正在考虑来自博通的竞争加剧这种前景。\n　　“博通和英伟达有很多相似之处，” Rational Equity Armor Fund的投资组合经理Joe 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国九条发布了，难道老美要来炒大A了？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/294584847106176","isVote":1,"tweetType":1,"viewCount":474,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4123065921902030","authorId":"4123065921902030","name":"收割华儿街","avatar":"https://static.tigerbbs.com/acd20b189b5d1df0d612e0de295c83c6","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4123065921902030","idStr":"4123065921902030"},"content":"国10来也不行，无法改变经济下行","text":"国10来也不行，无法改变经济下行","html":"国10来也不行，无法改变经济下行"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":245043953365280,"gmtCreate":1700839732761,"gmtModify":1700839845693,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3486352703133754","idStr":"3486352703133754"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$ &nbsp;</a>现在看来看去，跟大A比起来，还是纳斯达克稳一点","listText":"<a href=\"https://laohu8.com/S/NDX\">$纳斯达克100指数(NDX)$ &nbsp;</a>现在看来看去，跟大A比起来，还是纳斯达克稳一点","text":"$纳斯达克100指数(NDX)$ 现在看来看去，跟大A比起来，还是纳斯达克稳一点","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/245043953365280","isVote":1,"tweetType":1,"viewCount":891,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3505983450484519","authorId":"3505983450484519","name":"素屐之往","avatar":"https://static.tigerbbs.com/a65196c3dbfa3185e25510eedb766d86","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3505983450484519","idStr":"3505983450484519"},"content":"拿大A跟它比，是不是太侮辱纳指了？ [笑哭]","text":"拿大A跟它比，是不是太侮辱纳指了？ [笑哭]","html":"拿大A跟它比，是不是太侮辱纳指了？ [笑哭]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":333111125393584,"gmtCreate":1722351603177,"gmtModify":1722351977616,"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3486352703133754","idStr":"3486352703133754"},"themes":[],"htmlText":"苹果🍎把英伟达市值吹没了不少，市场对苹果不买单啊，正好加仓英伟达","listText":"苹果🍎把英伟达市值吹没了不少，市场对苹果不买单啊，正好加仓英伟达","text":"苹果🍎把英伟达市值吹没了不少，市场对苹果不买单啊，正好加仓英伟达","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/333111125393584","repostId":"1141339158","repostType":2,"repost":{"id":"1141339158","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1722350447,"share":"https://www.laohu8.com/m/news/1141339158?lang=&edition=full","pubTime":"2024-07-30 22:40","market":"us","language":"zh","title":"美股异动 | 英伟达跌超4%，科技巨头或已找到其GPU替代品","url":"https://stock-news.laohu8.com/highlight/detail?id=1141339158","media":"老虎资讯综合","summary":"周二 $英伟达$ 低开低走，截至发稿跌超4%，报106.7美元，最近五个交易日已累计跌近13%：此前 $苹果$ 在一份技术论文中表示，其人工智能系统Apple Intelligence所依赖的两种AI模型是在谷歌设计的云端芯片上进行预训练的。苹果的决定表明，在AI训练方面，一些大型科技公司可能正在寻找并找到了英伟达GPU的替代品。一些芯片行业媒体称，这是苹果打响了抛弃英伟达GPU的第一枪。谷歌于2015年首次推出TPU用于内部工作负载，并于2017年向公众开放。","content":"<html><head></head><body><p>周二（7月30日） <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 低开低走，截至发稿跌超4%，报106.7美元，最近五个交易日已累计跌近13%：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0bf914141a91501a6624e8efdbf5bfb9\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>此前 <a href=\"https://laohu8.com/S/AAPL\">苹果</a> 在一份技术论文中表示，其人工智能系统Apple Intelligence所依赖的两种AI模型是在谷歌设计的云端芯片上进行预训练的。谷歌的张量处理单元最初是为内部工作负载而创建的，但现在正在得到更广泛的采用。</p><p>苹果的决定表明，在AI训练方面，一些大型科技公司可能正在寻找并找到了英伟达GPU（图形处理单元）的替代品。</p><p>本周一在社交媒体X上有评论指出，6月就出过苹果用谷歌芯片的消息，现在我们有了更多关于训练堆栈的细节。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa32cb1b7d8a2811c651b105d220987c\" alt=\"\" title=\"\" tg-width=\"692\" tg-height=\"157\"/></p><p style=\"text-align: justify;\">有评论称，苹果并不是讨厌英伟达，只不过TPU的速度更快。还有评论称，TPU速度更快，所以苹果用它是有道理的，当然也可能它比英伟达的芯片更便宜。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f095fcd910a63716f8992a1a8e973b7\" alt=\"\" title=\"\" tg-width=\"688\" tg-height=\"259\"/></p><p>一些芯片行业媒体称，这是苹果打响了抛弃英伟达GPU的第一枪。包括 <a href=\"https://laohu8.com/S/GOOG\">谷歌</a> 、 <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> 、 <a href=\"https://laohu8.com/S/ORCL\">甲骨文</a> 和 <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 在内的科技公司一直在努力构建自己的人工智能系统和产品。</p><p>谷歌自2015年以来一直在使用自主设计的TPU来训练和部署AI模型。不是设计通用处理器，而是将其设计为专门用于神经网络工作负载的矩阵处理器，在整个大量计算和数据传递过程中，根本不需要访问内存。</p><p>今年5月，谷歌宣布推出了人工智能（AI）数据中心芯片Trillium，据称该芯片的速度相比之前的版本提升了几乎5倍。该公司表示，这款芯片将用于开发自己的模型，包括Gemini和Imagen。</p><p>谷歌称，如果提前三年预订，最新的TPU每小时使用成本不到2美元。谷歌于2015年首次推出TPU用于内部工作负载，并于2017年向公众开放。它们现在是专为人工智能设计的最成熟的定制芯片之一。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>美股异动 | 英伟达跌超4%，科技巨头或已找到其GPU替代品</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美股异动 | 英伟达跌超4%，科技巨头或已找到其GPU替代品\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-07-30 22:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周二（7月30日） <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 低开低走，截至发稿跌超4%，报106.7美元，最近五个交易日已累计跌近13%：</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0bf914141a91501a6624e8efdbf5bfb9\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>此前 <a href=\"https://laohu8.com/S/AAPL\">苹果</a> 在一份技术论文中表示，其人工智能系统Apple Intelligence所依赖的两种AI模型是在谷歌设计的云端芯片上进行预训练的。谷歌的张量处理单元最初是为内部工作负载而创建的，但现在正在得到更广泛的采用。</p><p>苹果的决定表明，在AI训练方面，一些大型科技公司可能正在寻找并找到了英伟达GPU（图形处理单元）的替代品。</p><p>本周一在社交媒体X上有评论指出，6月就出过苹果用谷歌芯片的消息，现在我们有了更多关于训练堆栈的细节。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fa32cb1b7d8a2811c651b105d220987c\" alt=\"\" title=\"\" tg-width=\"692\" tg-height=\"157\"/></p><p style=\"text-align: justify;\">有评论称，苹果并不是讨厌英伟达，只不过TPU的速度更快。还有评论称，TPU速度更快，所以苹果用它是有道理的，当然也可能它比英伟达的芯片更便宜。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7f095fcd910a63716f8992a1a8e973b7\" alt=\"\" title=\"\" tg-width=\"688\" tg-height=\"259\"/></p><p>一些芯片行业媒体称，这是苹果打响了抛弃英伟达GPU的第一枪。包括 <a href=\"https://laohu8.com/S/GOOG\">谷歌</a> 、 <a href=\"https://laohu8.com/S/META\">Meta Platforms</a> 、 <a href=\"https://laohu8.com/S/ORCL\">甲骨文</a> 和 <a href=\"https://laohu8.com/S/TSLA\">特斯拉</a> 在内的科技公司一直在努力构建自己的人工智能系统和产品。</p><p>谷歌自2015年以来一直在使用自主设计的TPU来训练和部署AI模型。不是设计通用处理器，而是将其设计为专门用于神经网络工作负载的矩阵处理器，在整个大量计算和数据传递过程中，根本不需要访问内存。</p><p>今年5月，谷歌宣布推出了人工智能（AI）数据中心芯片Trillium，据称该芯片的速度相比之前的版本提升了几乎5倍。该公司表示，这款芯片将用于开发自己的模型，包括Gemini和Imagen。</p><p>谷歌称，如果提前三年预订，最新的TPU每小时使用成本不到2美元。谷歌于2015年首次推出TPU用于内部工作负载，并于2017年向公众开放。它们现在是专为人工智能设计的最成熟的定制芯片之一。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1141339158","content_text":"周二（7月30日） 英伟达 低开低走，截至发稿跌超4%，报106.7美元，最近五个交易日已累计跌近13%：此前 苹果 在一份技术论文中表示，其人工智能系统Apple Intelligence所依赖的两种AI模型是在谷歌设计的云端芯片上进行预训练的。谷歌的张量处理单元最初是为内部工作负载而创建的，但现在正在得到更广泛的采用。苹果的决定表明，在AI训练方面，一些大型科技公司可能正在寻找并找到了英伟达GPU（图形处理单元）的替代品。本周一在社交媒体X上有评论指出，6月就出过苹果用谷歌芯片的消息，现在我们有了更多关于训练堆栈的细节。有评论称，苹果并不是讨厌英伟达，只不过TPU的速度更快。还有评论称，TPU速度更快，所以苹果用它是有道理的，当然也可能它比英伟达的芯片更便宜。一些芯片行业媒体称，这是苹果打响了抛弃英伟达GPU的第一枪。包括 谷歌 、 Meta Platforms 、 甲骨文 和 特斯拉 在内的科技公司一直在努力构建自己的人工智能系统和产品。谷歌自2015年以来一直在使用自主设计的TPU来训练和部署AI模型。不是设计通用处理器，而是将其设计为专门用于神经网络工作负载的矩阵处理器，在整个大量计算和数据传递过程中，根本不需要访问内存。今年5月，谷歌宣布推出了人工智能（AI）数据中心芯片Trillium，据称该芯片的速度相比之前的版本提升了几乎5倍。该公司表示，这款芯片将用于开发自己的模型，包括Gemini和Imagen。谷歌称，如果提前三年预订，最新的TPU每小时使用成本不到2美元。谷歌于2015年首次推出TPU用于内部工作负载，并于2017年向公众开放。它们现在是专为人工智能设计的最成熟的定制芯片之一。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2050,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3486352703133754","authorId":"3486352703133754","name":"Vinsa8","avatar":"https://static.tigerbbs.com/4aa0eb0aaff159d9b2509af8452bc77f","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3486352703133754","idStr":"3486352703133754"},"content":"英伟达崩，都没好日子过，苹果个傻X","text":"英伟达崩，都没好日子过，苹果个傻X","html":"英伟达崩，都没好日子过，苹果个傻X"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}