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alenroy

alenroy

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2023-05-05

加油，争取股价站上100

微软做“金主”，与AMD联手打造新款AI芯片，AMD一度飙涨10%

2023-02-04

$美国超微公司(AMD)$ 今年有希望过100吗？

2022-10-08

这啥时候到底[流泪]

第三季度业绩疲软，AMD股价大跌

2022-02-14

$赛灵思(XLNX)$退市倒计时了吗？

2021-05-14

$AMD(AMD)$再跌就到我本金了啊，大哥

2020-10-09

期待一下

传AMD计划以300亿美元收购赛灵思，协议最快下周达成

2020-07-29

$AMD(AMD)$厉害了，奔着80去了，今年有望破100吗？敢不敢步子再大点！

2020-03-16

所以接下来啥走势？！

美股开盘又熔断了：道指跌超2000点美联储还有招吗？

2019-12-23

$AMD(AMD)$ 有意思

2019-11-19

$AMD(AMD)$ 目标股价45，有希望吗？

2019-11-18

$AMD(AMD)$ 看好40，有希望吗？

2019-06-05

$AMD(AMD)$ 30有戏吗？！

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/INTC\">英特尔</a>前高管Rani Borkar的领导下建立一个芯片部门，该部门目前拥有近1000名员工。据其中一位知情人士称，其中数百名员工正在从事Athena项目，微软已在该项目上投入了约20亿美元。</p><p>但这并不预示着微软和英伟达的分裂。微软打算与英伟达保持密切合作，该公司的芯片是训练和运行AI系统的主力军。微软还试图获得更多英伟达芯片，这凸显了微软和其他公司面临的AI芯片的紧迫短缺。</p><p>4月中旬，据媒体援引两位知情人士的话说，微软早在2019年就开始开发内部代号为Athena的AI芯片。其中一位知情人士称，一些微软和OpenAI的员工已经开始测试并使用这些芯片。微软希望该芯片的性能优于目前从其他供应商处购买的芯片，从而节省其在昂贵的AI业务上的时间和成本。</p><p>微软的这些芯片专为大型语言模型等训练软件而设计。在当前，市场上所使用的AI芯片几乎全部来自英伟达，而受制于产能的限制，英伟达的AI芯片时常短缺而且价格昂贵，这迫使微软等公司生产自己的AI芯片。微软曾表示，为了支撑ChatGPT，需要数千块英伟达的AI芯片。</p><p>Forrester Research的高级云分析师Tracy Woo表示，人工智能的繁荣给云提供商带来了越来越大的压力，这迫使相关厂商开发自己的芯片：</p><blockquote>云计算公司当然可以从英伟达那里购买芯片，但是对<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>这样的巨头来说，他们有足够的资金来研发自己的芯片。</blockquote><p>AMD如今已经是微软以及其他云服务商，如谷歌和<a href=\"https://laohu8.com/S/ORCL\">甲骨文</a>的芯片供应商。AI芯片领域也是AMD的一个关键优先事项。</p><p>AMD首席执行官Lisa Su在本周二的电话会上说：</p><blockquote>我们对AI领域的机会感到非常兴奋——这是我们的首要战略重点，我们正处于AI计算时代的早期阶段，其采用和增长速度比近代以来任何其他技术都要快。</blockquote><p>Su还表示，AMD有机会为其大客户制造部分定制的芯片，以用于他们的AI数据中心。</p><p>知情人士说，即使该项目制定了时间表，日后推出的第一版芯片也只是一个起点。制造一个好的芯片需要数年时间，而英伟达已经取得了巨大的领先优势。英伟达是许多生成式AI供应商的首选芯片供应商，包括亚马逊公司的AWS和谷歌云，马斯克也已经为其刚刚起步的AI业务买下了一万个英伟达的AI芯片。</p><p>微软并不是唯一一家尝试开发自己的AI芯片的公司。微软在云计算领域的竞争对手亚马逊于2016年收购了Annapurna Labs，并开发了两种不同的AI芯片；谷歌母公司Alphabet也有自己的训练芯片。</p></body></html>","source":"awtmt_stock","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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>微软做“金主”，与AMD联手打造新款AI芯片，AMD一度飙涨10%</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微软做“金主”，与AMD联手打造新款AI芯片，AMD一度飙涨10%\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-05-05 07:29 北京时间&nbsp;&nbsp;&nbsp;<a href=https://api.jianyuweb.com/apiv1/content/articles/3687904?extract=1><strong>曹泽熙</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>微软正在提供财务支持以加强AMD研发AI芯片的努力，并与之合作开发代号为Athena的自研AI芯片，这是微软在自研AI芯片方面多管齐下、多重下注的一部分。不过，有分析称，即使该项目制定了时间表，面对英伟达的巨大领先优势，微软和AMD也很难迅速赶超。在AI热潮中，微软正筹备和AMD联手，自研AI芯片。5月4日周四，据媒体援引知情人士的话说，微软正在提供财务支持以加强AMD研发AI芯片的努力，并与之...</p>\n\n<a href=\"https://api.jianyuweb.com/apiv1/content/articles/3687904?extract=1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7b0c98670a23f997fbfdc8466d62955d","relate_stocks":{"LU0097036916.USD":"贝莱德美国增长A2 USD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","BK4535":"淡马锡持仓","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4577":"网络游戏","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4527":"明星科技股","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0276348264.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN\"AUP\" (USD) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4579":"人工智能","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY 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今年有希望过100吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/622650359","isVote":1,"tweetType":1,"viewCount":1271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":668765497,"gmtCreate":1665195196319,"gmtModify":1665195198147,"author":{"id":"3492745193915025","authorId":"3492745193915025","name":"alenroy","avatar":"https://static.tigerbbs.com/8578c3a0a4ca57b4bea6e36c688fced0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492745193915025","authorIdStr":"3492745193915025"},"themes":[],"htmlText":"这啥时候到底[流泪]&nbsp;","listText":"这啥时候到底[流泪]&nbsp;","text":"这啥时候到底[流泪]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/668765497","repostId":"2273831885","repostType":2,"repost":{"id":"2273831885","kind":"news","pubTimestamp":1665187131,"share":"https://www.laohu8.com/m/news/2273831885?lang=&edition=full","pubTime":"2022-10-08 07:58","market":"us","language":"zh","title":"第三季度业绩疲软，AMD股价大跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2273831885","media":"新浪科技","summary":"新浪科技讯 北京时间10月8日早间消息，据报道，AMD股价上周五下跌13.9%。该公司近日公布了令人失望的第三季度初步财报，业绩远低于此前的展望。由于个人电脑市场的下滑幅度超出预期以及供应链的问题，AMD上周四下调了第三季度的销售预期。AMD目前预计，第三季度营收约为56亿美元，比此前给出的营收展望中间值67亿美元下调了超过10亿美元，原因主要是“处理器出货量的下降”。","content":"<html><body><p>\n<figure>\n<img h=\"350\" src=\"http://n.sinaimg.cn/finance/transform/180/w630h350/20221008/cc25-5ead49595c488a162f9c1c27926a68fc.png\" w=\"630\"/>\n<h2></h2>\n</figure>\n</p><p>新浪科技讯 北京时间10月8日早间消息，据报道，AMD股价上周五下跌13.9%。该公司近日公布了令人失望的第三季度初步财报，业绩远低于此前的展望。</p>\n<p>由于个人电脑市场的下滑幅度超出预期以及供应链的问题，AMD上周四下调了第三季度的销售预期。AMD目前预计，第三季度营收约为56亿美元，比此前给出的营收展望中间值67亿美元下调了超过10亿美元，原因主要是“处理器出货量的下降”。AMD还表示，非美国通用会计准则毛利率预计约为50%，而此前的预期接近54%。</p>\n<div sax-type=\"proxy\"></div><p>包括Piper Sandler、Stifel、KeyBanc Capital Markets和瑞穗证券在内的多家研究机构在周五发给客户的研究报告中下调了AMD的目标股价，但仍然维持“买入”或“增持”的评级。</p>\n<p><a href=\"https://laohu8.com/S/INTC\">英特尔</a>和<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>等其他芯片制造商的股价同样出现下跌，跌幅分别为超过5%和8%。PC市场需求的疲软和供应链问题也给这些芯片公司造成了压力。</p>\n<div>\n<img src=\"http://n.sinaimg.cn/default/2fb77759/20151125/320X320.png\"/>\n</div>\n</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>第三季度业绩疲软，AMD股价大跌</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第三季度业绩疲软，AMD股价大跌\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-10-08 07:58 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.sina.cn/it/2022-10-08/detail-imqqsmrp1787803.d.html?vt=4><strong>新浪科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>新浪科技讯 北京时间10月8日早间消息，据报道，AMD股价上周五下跌13.9%。该公司近日公布了令人失望的第三季度初步财报，业绩远低于此前的展望。\n由于个人电脑市场的下滑幅度超出预期以及供应链的问题，AMD上周四下调了第三季度的销售预期。AMD目前预计，第三季度营收约为56亿美元，比此前给出的营收展望中间值67亿美元下调了超过10亿美元，原因主要是“处理器出货量的下降”。AMD还表示，非美国通用...</p>\n\n<a href=\"https://tech.sina.cn/it/2022-10-08/detail-imqqsmrp1787803.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/finance/transform/667/w400h267/20221008/cdeb-66c02bf5d845defc6f8ec5b911237c2f.png/w120h90l50t1995.jpg","relate_stocks":{"BK4534":"瑞士信贷持仓","AMD":"美国超微公司","BK4141":"半导体产品","BK4575":"芯片概念","BK4566":"资本集团","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","BK4512":"苹果概念","BK4573":"虚拟现实","GFS":"GLOBALFOUNDRIES Inc.","BK4529":"IDC概念"},"source_url":"https://tech.sina.cn/it/2022-10-08/detail-imqqsmrp1787803.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2273831885","content_text":"新浪科技讯 北京时间10月8日早间消息，据报道，AMD股价上周五下跌13.9%。该公司近日公布了令人失望的第三季度初步财报，业绩远低于此前的展望。\n由于个人电脑市场的下滑幅度超出预期以及供应链的问题，AMD上周四下调了第三季度的销售预期。AMD目前预计，第三季度营收约为56亿美元，比此前给出的营收展望中间值67亿美元下调了超过10亿美元，原因主要是“处理器出货量的下降”。AMD还表示，非美国通用会计准则毛利率预计约为50%，而此前的预期接近54%。\n包括Piper Sandler、Stifel、KeyBanc Capital Markets和瑞穗证券在内的多家研究机构在周五发给客户的研究报告中下调了AMD的目标股价，但仍然维持“买入”或“增持”的评级。\n英特尔和英伟达等其他芯片制造商的股价同样出现下跌，跌幅分别为超过5%和8%。PC市场需求的疲软和供应链问题也给这些芯片公司造成了压力。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1218,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":631255343,"gmtCreate":1644805847088,"gmtModify":1644805847088,"author":{"id":"3492745193915025","authorId":"3492745193915025","name":"alenroy","avatar":"https://static.tigerbbs.com/8578c3a0a4ca57b4bea6e36c688fced0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492745193915025","authorIdStr":"3492745193915025"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/XLNX\">$赛灵思(XLNX)$</a>退市倒计时了吗？","listText":"<a href=\"https://laohu8.com/S/XLNX\">$赛灵思(XLNX)$</a>退市倒计时了吗？","text":"$赛灵思(XLNX)$退市倒计时了吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/631255343","isVote":1,"tweetType":1,"viewCount":1793,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":198157239,"gmtCreate":1620948543921,"gmtModify":1620948543921,"author":{"id":"3492745193915025","authorId":"3492745193915025","name":"alenroy","avatar":"https://static.tigerbbs.com/8578c3a0a4ca57b4bea6e36c688fced0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492745193915025","authorIdStr":"3492745193915025"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>再跌就到我本金了啊，大哥","listText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>再跌就到我本金了啊，大哥","text":"$AMD(AMD)$再跌就到我本金了啊，大哥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/198157239","isVote":1,"tweetType":1,"viewCount":1511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":300234594,"gmtCreate":1602227383118,"gmtModify":1703826153338,"author":{"id":"3492745193915025","authorId":"3492745193915025","name":"alenroy","avatar":"https://static.tigerbbs.com/8578c3a0a4ca57b4bea6e36c688fced0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492745193915025","authorIdStr":"3492745193915025"},"themes":[],"htmlText":"期待一下","listText":"期待一下","text":"期待一下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/300234594","repostId":"2074825495","repostType":2,"repost":{"id":"2074825495","kind":"highlight","weMediaInfo":{"introduction":"中国智能硬件第一媒体","home_visible":1,"media_name":"雷峰网","id":"1035809132","head_image":"https://static.tigerbbs.com/e82b7d80628947a3824c7ea172002b74"},"pubTimestamp":1602225600,"share":"https://www.laohu8.com/m/news/2074825495?lang=&edition=full","pubTime":"2020-10-09 14:40","market":"sh","language":"zh","title":"传AMD计划以300亿美元收购赛灵思，协议最快下周达成","url":"https://stock-news.laohu8.com/highlight/detail?id=2074825495","media":"雷峰网","summary":"交易金额可能超过300亿美元。”作者 | 吴优据《华尔街日报》报道，AMD正在就收购FPGA制造商Xilinx进行高级谈判，交易金额可能超过300亿美元，这将是正在加速整合的半导体行业中最新重大并购案","content":"<html><body><div>\n<p><img src=\"https://static.tigerbbs.com/d134d7a625ff40bd8cce07294e14c3b4\"/></p><h3><span></span></h3><p mpa-from-tpl=\"t\"><span>交易金额可能超过300亿美元。</span></p><span mpa-none-contnet=\"t\">”</span><p><span><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">作者 | 吴优</span></span></p><p><span>据《华尔街日报》报道，<a href=\"https://laohu8.com/S/AMD\">AMD</a>正在就收购FPGA制造商Xilinx进行高级谈判，交易金额可能超过300亿美元，这将是正在加速整合的半导体行业中最新重大并购案。</span></p><p><span>知情人士透露，两家公司正在讨论一项协议，最早将在下周达成。不过目前谈判已经暂停过一次，无法预测最终结果。</span></p><p><span mpa-none-contnet=\"t\">1</span></p><p><span><strong mpa-from-tpl=\"t\" mpa-is-content=\"t\">计划收购Xilinx意味着什么？</strong></span></p><p><span>Xilinx的FPGA芯片一直用于电信设备中，在首席执行官Victor Peng的领导下，该公司正在扩展到针对数据中心的产品，可用于加速人工智能等工作负载。</span></p><p><span>FPGA即现场可编程门阵列，可以快速重新动态配置的半导体器件，同其他类型的设备（例如CPU和GPU）相比，在各种工作负载中占有一定优势，其独特之处在于即使将其安装在机器中，也可以通过软件更改其功能。</span></p><p><span>除了AI加速，Xilinx的FPGA是新5G网络部署的关键组成部分，尽管随着技术的成熟，它们最终可能会被更标准化的芯片所取代。</span></p><p><span>此外，Xilinx也有拥有大量先进的技术，其最新的7nm Versal Premium 自适应计算加速平台（ACPC）系列产品，同时支持PCle 5.0控制器CCIX和CXL协议，配备DDR4控制器、112G PAM4收发器、高到5Tb/s的600G以太网核和400G高到1.6Tb/s的加密引擎。</span></p><p><span>如果引入Xilinx的产品技术，AMD可以实现紧密集成的CPU+FPGA解决方案，该方案非常适合AMD当前的小芯片设计方案。利用集成的FPGA小芯片来构建EPYC数据中心处理器，以提高AI工作负载的性能。</span></p><p><span>值得注意的是，AMD的竞争对手<a href=\"https://laohu8.com/S/INTC\">英特尔</a>在2015年以167亿美元收购了Xilinx的竞争对手FPGA制造商Altera，并将该公司整合到其可编程解决方案集团（PSG）中。如果AMD成功收购Xilinx，AMD将扩展新市场并同英特尔在FPGA领域展开竞争。</span></p><p><span>2014年，AMD在从失败的边缘迅速反弹，同英特尔相比，前者在台式计算机处理器和笔记本电脑方面取得增长，并扭转了服务器业务的命运。今年由于COVID-19大流行，其股价上涨了89%，市场对其产品有着更大的需求。</span></p><p><span>与此同时，Xilinx今年的表现不如其他芯片制造商，尽管其股价在2020年上涨了9%，但是受到中美贸易局势的打击严重，Xilinx目前的市值为2600万美元。</span></p><p><span>Moor Insights＆Strategy总裁兼首席分析师Patrick Moorhead表示：<strong>“鉴于AMD的估值，它需要扩大其市场机会，收购Xilinx可以进入运营商基础设施，汽车和航空航天领域，并扩大其数据中心的业务。”</strong></span></p><p><span mpa-none-contnet=\"t\">2</span></p><p><span><strong mpa-from-tpl=\"t\" mpa-is-content=\"t\">AMD与Xilinx的密切合作关系</strong></span></p><p><span>事实上，在计划收购Xilinx之前，AMD与其就有着较为紧密的合作。</span></p><p><span>2017年11月，AMD将自己的单路服务器平台同四个Xilinx的FPGA配对，EPYC的128个PCIe 3.0通道可与具有多个PCIe连接的加速器的平台（FPGA或GPU）完美搭配，为AMD的单路服务器找到了可提供丰富连接性的替代方案。</span></p><p><span>2018年10月，两者合作开发了用于数据中心的高性能推理系统，该系统包括1个32核EPYC 7551 CPU和8个由Xilinx提供的Alveo U250加速器卡，主要用于进行实时机器学习、视频处理和数据分析。</span></p><p><img src=\"https://static.tigerbbs.com/91ebed9852f74cc491339c09a511dd35\"/></p><p><span>AMD与Xilinx合作的数据中心推理系统，图片源自Xilinx</span></p><p><span>当时两家公司声称，该系统在GoogleLeNet卷积神经网络上达到了每秒30000张图像的推理吞吐量，打破了推理性能的世界纪录。</span></p><p><span><strong>从两家公司的合作来看，AMD的服务器搭配Xilinx的加速器卡，能够促进双方释放潜能。如果AMD成功收购Xilinx，产品的契合度可能会有所提升。</strong></span></p><p><span>近年来，大型企业希望扩大其产品组合进入新市场，半导体行业进入整合浪潮。</span></p><p><span>上个月，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>表示将斥资400亿美元收购英国芯片设计公司Arm，ADI公司则在7月份表示，将斥资200亿美元收购Maxim Integrated Products。</span></p><p><span>可以看到的是，半导体行业正在加速整合。国际上的半导体公司已不仅仅局限于专注一种架构，而是转向拥有更加复杂的计算机结构体系和完整系统。</span></p><p><span>文章参考链接：</span></p><ul><li><p><span>https://www.tomshardware.com/news/amd-reportedly-in-advanced-talks-to-buy-xilinx-for-roughly-dollar30-billion</span></p></li><li><p><span>https://siliconangle.com/2020/10/08/report-amd-talks-acquire-fpga-maker-xilinx-30b/</span></p></li><li><p><span>https://www.wsj.com/articles/amd-is-in-advanced-talks-to-buy-xilinx-11602205553</span></p></li></ul><p arial=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/292e8e0c3a344bacb11f79e73473711c\"/></p><p><span><strong><span>往期推荐</span></strong></span></p><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>▎60 天后生效！特朗普发布史上最严 H1B 新规：14 万年薪起步，1/3 申请者将被拒</span><span></span></p><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>▎鸿蒙手机，遥遥无期</span><span></span></p><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>▎三年烧光百亿，停摆两年半，成都格芯或将被韩企接盘，将转产 DRAM 内存芯片</span></p><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>▎传华为考虑出售荣耀，内部人士回应称消息不实；美国讨论制裁蚂蚁金服、<a href=\"https://laohu8.com/S/00700\">腾讯</a>支付；<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>定向华为手机推以旧换新</span><span></span></p><p><img src=\"https://static.tigerbbs.com/92ce8298124b48cdb2d491334e834265\"/></p>\n</div></body></html>","source":"weixin_highlight","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\" 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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传AMD计划以300亿美元收购赛灵思，协议最快下周达成\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1035809132\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/e82b7d80628947a3824c7ea172002b74);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">雷峰网 </p>\n<p class=\"h-time\">2020-10-09 14:40</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div>\n<p><img src=\"https://static.tigerbbs.com/d134d7a625ff40bd8cce07294e14c3b4\"/></p><h3><span></span></h3><p mpa-from-tpl=\"t\"><span>交易金额可能超过300亿美元。</span></p><span mpa-none-contnet=\"t\">”</span><p><span><span arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\">作者 | 吴优</span></span></p><p><span>据《华尔街日报》报道，<a href=\"https://laohu8.com/S/AMD\">AMD</a>正在就收购FPGA制造商Xilinx进行高级谈判，交易金额可能超过300亿美元，这将是正在加速整合的半导体行业中最新重大并购案。</span></p><p><span>知情人士透露，两家公司正在讨论一项协议，最早将在下周达成。不过目前谈判已经暂停过一次，无法预测最终结果。</span></p><p><span mpa-none-contnet=\"t\">1</span></p><p><span><strong mpa-from-tpl=\"t\" mpa-is-content=\"t\">计划收购Xilinx意味着什么？</strong></span></p><p><span>Xilinx的FPGA芯片一直用于电信设备中，在首席执行官Victor Peng的领导下，该公司正在扩展到针对数据中心的产品，可用于加速人工智能等工作负载。</span></p><p><span>FPGA即现场可编程门阵列，可以快速重新动态配置的半导体器件，同其他类型的设备（例如CPU和GPU）相比，在各种工作负载中占有一定优势，其独特之处在于即使将其安装在机器中，也可以通过软件更改其功能。</span></p><p><span>除了AI加速，Xilinx的FPGA是新5G网络部署的关键组成部分，尽管随着技术的成熟，它们最终可能会被更标准化的芯片所取代。</span></p><p><span>此外，Xilinx也有拥有大量先进的技术，其最新的7nm Versal Premium 自适应计算加速平台（ACPC）系列产品，同时支持PCle 5.0控制器CCIX和CXL协议，配备DDR4控制器、112G PAM4收发器、高到5Tb/s的600G以太网核和400G高到1.6Tb/s的加密引擎。</span></p><p><span>如果引入Xilinx的产品技术，AMD可以实现紧密集成的CPU+FPGA解决方案，该方案非常适合AMD当前的小芯片设计方案。利用集成的FPGA小芯片来构建EPYC数据中心处理器，以提高AI工作负载的性能。</span></p><p><span>值得注意的是，AMD的竞争对手<a href=\"https://laohu8.com/S/INTC\">英特尔</a>在2015年以167亿美元收购了Xilinx的竞争对手FPGA制造商Altera，并将该公司整合到其可编程解决方案集团（PSG）中。如果AMD成功收购Xilinx，AMD将扩展新市场并同英特尔在FPGA领域展开竞争。</span></p><p><span>2014年，AMD在从失败的边缘迅速反弹，同英特尔相比，前者在台式计算机处理器和笔记本电脑方面取得增长，并扭转了服务器业务的命运。今年由于COVID-19大流行，其股价上涨了89%，市场对其产品有着更大的需求。</span></p><p><span>与此同时，Xilinx今年的表现不如其他芯片制造商，尽管其股价在2020年上涨了9%，但是受到中美贸易局势的打击严重，Xilinx目前的市值为2600万美元。</span></p><p><span>Moor Insights＆Strategy总裁兼首席分析师Patrick Moorhead表示：<strong>“鉴于AMD的估值，它需要扩大其市场机会，收购Xilinx可以进入运营商基础设施，汽车和航空航天领域，并扩大其数据中心的业务。”</strong></span></p><p><span mpa-none-contnet=\"t\">2</span></p><p><span><strong mpa-from-tpl=\"t\" mpa-is-content=\"t\">AMD与Xilinx的密切合作关系</strong></span></p><p><span>事实上，在计划收购Xilinx之前，AMD与其就有着较为紧密的合作。</span></p><p><span>2017年11月，AMD将自己的单路服务器平台同四个Xilinx的FPGA配对，EPYC的128个PCIe 3.0通道可与具有多个PCIe连接的加速器的平台（FPGA或GPU）完美搭配，为AMD的单路服务器找到了可提供丰富连接性的替代方案。</span></p><p><span>2018年10月，两者合作开发了用于数据中心的高性能推理系统，该系统包括1个32核EPYC 7551 CPU和8个由Xilinx提供的Alveo U250加速器卡，主要用于进行实时机器学习、视频处理和数据分析。</span></p><p><img src=\"https://static.tigerbbs.com/91ebed9852f74cc491339c09a511dd35\"/></p><p><span>AMD与Xilinx合作的数据中心推理系统，图片源自Xilinx</span></p><p><span>当时两家公司声称，该系统在GoogleLeNet卷积神经网络上达到了每秒30000张图像的推理吞吐量，打破了推理性能的世界纪录。</span></p><p><span><strong>从两家公司的合作来看，AMD的服务器搭配Xilinx的加速器卡，能够促进双方释放潜能。如果AMD成功收购Xilinx，产品的契合度可能会有所提升。</strong></span></p><p><span>近年来，大型企业希望扩大其产品组合进入新市场，半导体行业进入整合浪潮。</span></p><p><span>上个月，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>表示将斥资400亿美元收购英国芯片设计公司Arm，ADI公司则在7月份表示，将斥资200亿美元收购Maxim Integrated Products。</span></p><p><span>可以看到的是，半导体行业正在加速整合。国际上的半导体公司已不仅仅局限于专注一种架构，而是转向拥有更加复杂的计算机结构体系和完整系统。</span></p><p><span>文章参考链接：</span></p><ul><li><p><span>https://www.tomshardware.com/news/amd-reportedly-in-advanced-talks-to-buy-xilinx-for-roughly-dollar30-billion</span></p></li><li><p><span>https://siliconangle.com/2020/10/08/report-amd-talks-acquire-fpga-maker-xilinx-30b/</span></p></li><li><p><span>https://www.wsj.com/articles/amd-is-in-advanced-talks-to-buy-xilinx-11602205553</span></p></li></ul><p arial=\"\" center=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><img src=\"https://static.tigerbbs.com/292e8e0c3a344bacb11f79e73473711c\"/></p><p><span><strong><span>往期推荐</span></strong></span></p><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>▎60 天后生效！特朗普发布史上最严 H1B 新规：14 万年薪起步，1/3 申请者将被拒</span><span></span></p><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>▎鸿蒙手机，遥遥无期</span><span></span></p><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>▎三年烧光百亿，停摆两年半，成都格芯或将被韩企接盘，将转产 DRAM 内存芯片</span></p><p arial=\"\" gb=\"\" helvetica=\"\" neue=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" ui=\"\" yahei=\"\"><span>▎传华为考虑出售荣耀，内部人士回应称消息不实；美国讨论制裁蚂蚁金服、<a href=\"https://laohu8.com/S/00700\">腾讯</a>支付；<a href=\"https://laohu8.com/S/SMSN.UK\">三星</a>定向华为手机推以旧换新</span><span></span></p><p><img src=\"https://static.tigerbbs.com/92ce8298124b48cdb2d491334e834265\"/></p>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/dad74e350b9b09d45929989f896aaa9d","relate_stocks":{"AMD":"美国超微公司"},"source_url":"http://mp.weixin.qq.com/s?__biz=MTM2ODM0ODYyMQ==&mid=2651487089&idx=2&sn=784a2272644d971b9ec0b6938c015f12&chksm=624e7bd35539f2c53770b0c7bc952f30747f000c2d3cb7c5fcaaa6156230d3cc3a9303de0f9d&scene=0#rd","is_english":false,"share_image_url":"https://static.laohu8.com/ecd74548980bc5b366aa8f4b37ed0bd5","article_id":"2074825495","content_text":"交易金额可能超过300亿美元。”作者 | 吴优据《华尔街日报》报道，AMD正在就收购FPGA制造商Xilinx进行高级谈判，交易金额可能超过300亿美元，这将是正在加速整合的半导体行业中最新重大并购案。知情人士透露，两家公司正在讨论一项协议，最早将在下周达成。不过目前谈判已经暂停过一次，无法预测最终结果。1计划收购Xilinx意味着什么？Xilinx的FPGA芯片一直用于电信设备中，在首席执行官Victor Peng的领导下，该公司正在扩展到针对数据中心的产品，可用于加速人工智能等工作负载。FPGA即现场可编程门阵列，可以快速重新动态配置的半导体器件，同其他类型的设备（例如CPU和GPU）相比，在各种工作负载中占有一定优势，其独特之处在于即使将其安装在机器中，也可以通过软件更改其功能。除了AI加速，Xilinx的FPGA是新5G网络部署的关键组成部分，尽管随着技术的成熟，它们最终可能会被更标准化的芯片所取代。此外，Xilinx也有拥有大量先进的技术，其最新的7nm Versal Premium 自适应计算加速平台（ACPC）系列产品，同时支持PCle 5.0控制器CCIX和CXL协议，配备DDR4控制器、112G PAM4收发器、高到5Tb/s的600G以太网核和400G高到1.6Tb/s的加密引擎。如果引入Xilinx的产品技术，AMD可以实现紧密集成的CPU+FPGA解决方案，该方案非常适合AMD当前的小芯片设计方案。利用集成的FPGA小芯片来构建EPYC数据中心处理器，以提高AI工作负载的性能。值得注意的是，AMD的竞争对手英特尔在2015年以167亿美元收购了Xilinx的竞争对手FPGA制造商Altera，并将该公司整合到其可编程解决方案集团（PSG）中。如果AMD成功收购Xilinx，AMD将扩展新市场并同英特尔在FPGA领域展开竞争。2014年，AMD在从失败的边缘迅速反弹，同英特尔相比，前者在台式计算机处理器和笔记本电脑方面取得增长，并扭转了服务器业务的命运。今年由于COVID-19大流行，其股价上涨了89%，市场对其产品有着更大的需求。与此同时，Xilinx今年的表现不如其他芯片制造商，尽管其股价在2020年上涨了9%，但是受到中美贸易局势的打击严重，Xilinx目前的市值为2600万美元。Moor Insights＆Strategy总裁兼首席分析师Patrick Moorhead表示：“鉴于AMD的估值，它需要扩大其市场机会，收购Xilinx可以进入运营商基础设施，汽车和航空航天领域，并扩大其数据中心的业务。”2AMD与Xilinx的密切合作关系事实上，在计划收购Xilinx之前，AMD与其就有着较为紧密的合作。2017年11月，AMD将自己的单路服务器平台同四个Xilinx的FPGA配对，EPYC的128个PCIe 3.0通道可与具有多个PCIe连接的加速器的平台（FPGA或GPU）完美搭配，为AMD的单路服务器找到了可提供丰富连接性的替代方案。2018年10月，两者合作开发了用于数据中心的高性能推理系统，该系统包括1个32核EPYC 7551 CPU和8个由Xilinx提供的Alveo U250加速器卡，主要用于进行实时机器学习、视频处理和数据分析。AMD与Xilinx合作的数据中心推理系统，图片源自Xilinx当时两家公司声称，该系统在GoogleLeNet卷积神经网络上达到了每秒30000张图像的推理吞吐量，打破了推理性能的世界纪录。从两家公司的合作来看，AMD的服务器搭配Xilinx的加速器卡，能够促进双方释放潜能。如果AMD成功收购Xilinx，产品的契合度可能会有所提升。近年来，大型企业希望扩大其产品组合进入新市场，半导体行业进入整合浪潮。上个月，英伟达表示将斥资400亿美元收购英国芯片设计公司Arm，ADI公司则在7月份表示，将斥资200亿美元收购Maxim Integrated Products。可以看到的是，半导体行业正在加速整合。国际上的半导体公司已不仅仅局限于专注一种架构，而是转向拥有更加复杂的计算机结构体系和完整系统。文章参考链接：https://www.tomshardware.com/news/amd-reportedly-in-advanced-talks-to-buy-xilinx-for-roughly-dollar30-billionhttps://siliconangle.com/2020/10/08/report-amd-talks-acquire-fpga-maker-xilinx-30b/https://www.wsj.com/articles/amd-is-in-advanced-talks-to-buy-xilinx-11602205553往期推荐▎60 天后生效！特朗普发布史上最严 H1B 新规：14 万年薪起步，1/3 申请者将被拒▎鸿蒙手机，遥遥无期▎三年烧光百亿，停摆两年半，成都格芯或将被韩企接盘，将转产 DRAM 内存芯片▎传华为考虑出售荣耀，内部人士回应称消息不实；美国讨论制裁蚂蚁金服、腾讯支付；三星定向华为手机推以旧换新","news_type":1},"isVote":1,"tweetType":1,"viewCount":2499,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":942914643,"gmtCreate":1596035520082,"gmtModify":1704210756783,"author":{"id":"3492745193915025","authorId":"3492745193915025","name":"alenroy","avatar":"https://static.tigerbbs.com/8578c3a0a4ca57b4bea6e36c688fced0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492745193915025","authorIdStr":"3492745193915025"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>厉害了，奔着80去了，今年有望破100吗？敢不敢步子再大点！","listText":"<a href=\"https://laohu8.com/S/AMD\">$AMD(AMD)$</a>厉害了，奔着80去了，今年有望破100吗？敢不敢步子再大点！","text":"$AMD(AMD)$厉害了，奔着80去了，今年有望破100吗？敢不敢步子再大点！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/942914643","isVote":1,"tweetType":1,"viewCount":1941,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":964642121,"gmtCreate":1584368589263,"gmtModify":1704353811556,"author":{"id":"3492745193915025","authorId":"3492745193915025","name":"alenroy","avatar":"https://static.tigerbbs.com/8578c3a0a4ca57b4bea6e36c688fced0","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3492745193915025","authorIdStr":"3492745193915025"},"themes":[],"htmlText":"所以接下来啥走势？！","listText":"所以接下来啥走势？！","text":"所以接下来啥走势？！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/964642121","repostId":"2019682932","repostType":2,"repost":{"id":"2019682932","kind":"highlight","pubTimestamp":1584367257,"share":"https://www.laohu8.com/m/news/2019682932?lang=&edition=full","pubTime":"2020-03-16 22:00","market":"us","language":"zh","title":"美股开盘又熔断了：道指跌超2000点 美联储还有招吗？","url":"https://stock-news.laohu8.com/highlight/detail?id=2019682932","media":"格隆汇","summary":"北京时间3月16日21时30分，美股大幅低开，道指跌9.78%，开盘即下跌2250点；纳指跌6.12%；标普500指数跌7.47%。标普500开盘后即触发本月第三次熔断。","content":"<html><body><p><b>来源：上观</b></p><p>北京时间3月16日21时30分，美股大幅低开，道指跌9.78%，开盘即下跌2250点；纳指跌6.12%；标普500指数跌7.47%。标普500开盘后即触发本月第三次熔断。</p><p>此前开盘的欧洲股市已经哀鸿遍野。截至发稿，欧洲斯托克50指数跌10.68%，德国DAX指数跌9.83%，<a href=\"https://laohu8.com/S/VUKE.UK\">英国富时100</a>指数跌8.19%，法国CAC指数跌10.81%。</p><p>3月16日，美联储已经打出了一套组合拳：一是取消3月19日议息会议，提前下调联邦基金利率100个基点至0%-0.25%；二是推出7000亿美元的大规模量化宽松计划，其中购买美国国债5000亿美元，购买抵押贷款支持证券（MBS）2000亿美元。；三是下调贴现窗口中的一级信贷利率125个基点至0.25%，并将贴现贷款期限延长至90天，借款人可以每天提前还款并可续借。</p><p>上投摩根基金认为，此次政策组合拳有利于缓解家庭和企业面临的现金流风险，防止信用风险迅速上升。在货币与财政政策的协调方面，零利率政策也有助于降低美国政府的负债成本，推动相应财政支出计划的实施。此前出台的财政政策则在提供疫情防治费用，以及支持受到冲击的低收入人口和企业部门方面更具针对性。</p><p>可以说，此次美联储的动作，已经在速度和力度上大大超出了市场预期。市场为什么还不领情呢？</p><p>一个段子在坊间流传——一支部队正在阵地上严阵以待，听说前面有一支敌人大部队，但具体多少众说纷纭，有说一个连的，有说两个连的，有说一个营的，讨论来讨论去，大家有点麻木了。这时候，上级突然发下来用来抵抗一个军的的弹药和武器……</p><p>虽然是玩笑，但这次美联储出完招后，的确引发了市场的恐慌情绪。</p><p>“放眼长远，受制于疫情时期的信息不对称，超预期的货币宽松会被视为反向信号，导致市场以为自身低估了潜藏的经济金融风险，进而打击市场的长期信心。”经济学家程实认为。</p><p>在上投摩根基金看来，由于美国对疫情的防控还处在较早的阶段，市场和美联储也缺乏足够的信息来评估经济受到的影响，而此时利率已经下降至零，这可能导致市场开始担忧美联储还有多少子弹可以在未来使用。疫情造成的外出减少对服务业将造成冲击，以及油价下行对能源行业的影响，都有可能逐渐显现，这些可能加剧美国经济短期衰退的风险。伴随疫情数据的逐渐披露，这些担忧可能继续造成市场的大幅波动。</p><p>程实还指出，美联储这次的额度政策属于“重心错配”，难以稳固经济动力的根本。第一，从风险性质来看，本次疫情是全球性公共卫生危机，根本的应对政策是防疫抗疫措施。货币宽松只是扬汤止沸，难以釜底抽薪。尤其是在美联储一次性打光“政策弹药”之后，如果美国本土疫情出现了大幅升级，金融市场将因为美联储后续政策不足，而更加迅速地跌入恐慌之中。第二，从冲击渠道来看，经济金融危机主要打击需求侧，而疫情在抑制总需求的同时，更会严重破坏供给侧。因此，亟待结构性的刺激政策作用于供给侧的修复。而美联储当前的政策操作虽然力度大、行动早，但是局限于总量性和需求侧。</p><p><img src=\"https://img3.gelonghui.com/202003/p20200316220007104.png?x-oss-process=style/wm\"/></p><p>虽然，看着上图的走势，关于目前是不是金融危机市场还没有统一意见，但至少美联储是把这次波动当做金融危机来对付了。因为当年应对金融危机，也就这些招。</p><p>2008年金融危机爆发后，为促进美国经济复苏，拉动内需，美联储经过7次降息，把国联邦基金利率调降至0-0.25%区间，接近零利率，此后一直维持至2015年12月才启动加息周期。</p><p>除了降息，从2008年开始，美联储先后推出了至少三轮量化宽松。量化宽松的英语名称叫做Quantitative Easing，主要是指中央银行在实行零利率或近似零利率政策后，通过购买国债等中长期债券，增加基础货币供给，向市场注入大量流动性资金的干预方式，以鼓励开支和借贷。实际上，量化宽松在业界一直有争议，有人认为此举就是间接增印钞票，容易造成资产泡沫等。</p><p>2008年11月，在金融体系最危急的时候，美联储推出了第一轮量化宽松政策，美联储直接购买“两房”债务及其抵押担保证券，此举支持金融机构信用，及时稳定了市场。据统计，美联储在首轮量化宽松政策的执行期间共购买了1.725万亿美元资产。</p><p>此外，美联储还曾通过贴现窗口向各大银行提供紧急贷款援助。</p><p>所以，这三招和金融危机时几乎一模一样。那么，如果情况再恶化，美联储还有办法吗？</p><p>实际上，美联储在金融危机期间发明了不少工具。比如美联储将重新启用2008年金融危机期间使用的“商业票据融资工具（the Commercial Paper Funding Facility）”，通过SPV，直接从符合条件的商业票据发行方购买评级较高的资产抵押商业票据和无抵押商业票据，为商业银行和大型企业等商业票据发行者提供流动性支持。此外，还有定期资产支持证券贷款工具（Term Asset-Backed Securities LoanFacility），被用来刺激商业银行扩大对家庭和中小企业贷款，金融机构可凭由新近开展的消费贷款或中小型企业贷款所支持的证券向美联储申请贷款……</p><p>也许，就像2008年金融危机时一样，美联储会因时制宜，再次创造出一些新的工具，来挽救岌岌可危的市场。</p></body></html>","source":"gelonghui_highlight","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>美股开盘又熔断了：道指跌超2000点 美联储还有招吗？</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美股开盘又熔断了：道指跌超2000点 美联储还有招吗？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-03-16 22:00 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.gelonghui.com/p/356646><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：上观北京时间3月16日21时30分，美股大幅低开，道指跌9.78%，开盘即下跌2250点；纳指跌6.12%；标普500指数跌7.47%。标普500开盘后即触发本月第三次熔断。此前开盘的欧洲股市已经哀鸿遍野。截至发稿，欧洲斯托克50指数跌10.68%，德国DAX指数跌9.83%，英国富时100指数跌8.19%，法国CAC指数跌10.81%。3月16日，美联储已经打出了一套组合拳：一是取消3月...</p>\n\n<a href=\"http://www.gelonghui.com/p/356646\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://img3.gelonghui.com/37e5b-174c8831-6233-4a5d-b4f6-1f86023f0fcd.jpg","relate_stocks":{"161125":"标普500","513500":"标普500ETF","SPXU":"三倍做空标普500ETF","SQQQ":"纳指三倍做空ETF","SDOW":"道指三倍做空ETF-ProShares","SPY":"标普500ETF","DDM":"道指两倍做多ETF","QQQ":"纳指100ETF","SDS":"两倍做空标普500ETF","DOG":"道指反向ETF",".DJI":"道琼斯","QID":"纳指两倍做空ETF","TQQQ":"纳指三倍做多ETF",".IXIC":"NASDAQ Composite","SH":"标普500反向ETF","UDOW":"道指三倍做多ETF-ProShares","IVV":"标普500指数ETF","PSQ":"纳指反向ETF","SSO":"两倍做多标普500ETF","QLD":"纳指两倍做多ETF","DXD":"道指两倍做空ETF"},"source_url":"http://www.gelonghui.com/p/356646","is_english":false,"share_image_url":"https://static.laohu8.com/6b8fa6424aebe95f6781d04ef17a1852","article_id":"2019682932","content_text":"来源：上观北京时间3月16日21时30分，美股大幅低开，道指跌9.78%，开盘即下跌2250点；纳指跌6.12%；标普500指数跌7.47%。标普500开盘后即触发本月第三次熔断。此前开盘的欧洲股市已经哀鸿遍野。截至发稿，欧洲斯托克50指数跌10.68%，德国DAX指数跌9.83%，英国富时100指数跌8.19%，法国CAC指数跌10.81%。3月16日，美联储已经打出了一套组合拳：一是取消3月19日议息会议，提前下调联邦基金利率100个基点至0%-0.25%；二是推出7000亿美元的大规模量化宽松计划，其中购买美国国债5000亿美元，购买抵押贷款支持证券（MBS）2000亿美元。；三是下调贴现窗口中的一级信贷利率125个基点至0.25%，并将贴现贷款期限延长至90天，借款人可以每天提前还款并可续借。上投摩根基金认为，此次政策组合拳有利于缓解家庭和企业面临的现金流风险，防止信用风险迅速上升。在货币与财政政策的协调方面，零利率政策也有助于降低美国政府的负债成本，推动相应财政支出计划的实施。此前出台的财政政策则在提供疫情防治费用，以及支持受到冲击的低收入人口和企业部门方面更具针对性。可以说，此次美联储的动作，已经在速度和力度上大大超出了市场预期。市场为什么还不领情呢？一个段子在坊间流传——一支部队正在阵地上严阵以待，听说前面有一支敌人大部队，但具体多少众说纷纭，有说一个连的，有说两个连的，有说一个营的，讨论来讨论去，大家有点麻木了。这时候，上级突然发下来用来抵抗一个军的的弹药和武器……虽然是玩笑，但这次美联储出完招后，的确引发了市场的恐慌情绪。“放眼长远，受制于疫情时期的信息不对称，超预期的货币宽松会被视为反向信号，导致市场以为自身低估了潜藏的经济金融风险，进而打击市场的长期信心。”经济学家程实认为。在上投摩根基金看来，由于美国对疫情的防控还处在较早的阶段，市场和美联储也缺乏足够的信息来评估经济受到的影响，而此时利率已经下降至零，这可能导致市场开始担忧美联储还有多少子弹可以在未来使用。疫情造成的外出减少对服务业将造成冲击，以及油价下行对能源行业的影响，都有可能逐渐显现，这些可能加剧美国经济短期衰退的风险。伴随疫情数据的逐渐披露，这些担忧可能继续造成市场的大幅波动。程实还指出，美联储这次的额度政策属于“重心错配”，难以稳固经济动力的根本。第一，从风险性质来看，本次疫情是全球性公共卫生危机，根本的应对政策是防疫抗疫措施。货币宽松只是扬汤止沸，难以釜底抽薪。尤其是在美联储一次性打光“政策弹药”之后，如果美国本土疫情出现了大幅升级，金融市场将因为美联储后续政策不足，而更加迅速地跌入恐慌之中。第二，从冲击渠道来看，经济金融危机主要打击需求侧，而疫情在抑制总需求的同时，更会严重破坏供给侧。因此，亟待结构性的刺激政策作用于供给侧的修复。而美联储当前的政策操作虽然力度大、行动早，但是局限于总量性和需求侧。虽然，看着上图的走势，关于目前是不是金融危机市场还没有统一意见，但至少美联储是把这次波动当做金融危机来对付了。因为当年应对金融危机，也就这些招。2008年金融危机爆发后，为促进美国经济复苏，拉动内需，美联储经过7次降息，把国联邦基金利率调降至0-0.25%区间，接近零利率，此后一直维持至2015年12月才启动加息周期。除了降息，从2008年开始，美联储先后推出了至少三轮量化宽松。量化宽松的英语名称叫做Quantitative Easing，主要是指中央银行在实行零利率或近似零利率政策后，通过购买国债等中长期债券，增加基础货币供给，向市场注入大量流动性资金的干预方式，以鼓励开支和借贷。实际上，量化宽松在业界一直有争议，有人认为此举就是间接增印钞票，容易造成资产泡沫等。2008年11月，在金融体系最危急的时候，美联储推出了第一轮量化宽松政策，美联储直接购买“两房”债务及其抵押担保证券，此举支持金融机构信用，及时稳定了市场。据统计，美联储在首轮量化宽松政策的执行期间共购买了1.725万亿美元资产。此外，美联储还曾通过贴现窗口向各大银行提供紧急贷款援助。所以，这三招和金融危机时几乎一模一样。那么，如果情况再恶化，美联储还有办法吗？实际上，美联储在金融危机期间发明了不少工具。比如美联储将重新启用2008年金融危机期间使用的“商业票据融资工具（the Commercial Paper Funding Facility）”，通过SPV，直接从符合条件的商业票据发行方购买评级较高的资产抵押商业票据和无抵押商业票据，为商业银行和大型企业等商业票据发行者提供流动性支持。此外，还有定期资产支持证券贷款工具（Term Asset-Backed Securities 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