鑫哥哥662的个人主页 - 老虎社区

鑫哥哥662

鑫哥哥662

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2023-11-15

15/11/2023 trading notes by 鑫哥哥662

15/11/2023 Cost Last Floating Profit NanoVibronix Inc(NAOV) 1.07 1.05 -2.51% 雪花秀继续继续

15/11/2023 trading notes by 鑫哥哥662

2023-11-15

15/11/2023 trading notes by 鑫哥哥662

15/11/2023 Cost +Last +Floating Profit+ NanoVibronix Inc(NAOV) 1.07 1.05 -2.51% 想你想的觉得

15/11/2023 trading notes by 鑫哥哥662

2023-11-15

15/11/2023 trading notes by 鑫哥哥662

15/11/2023 Cost +Last +Floating Profit+ NanoVibronix Inc(NAOV) 1.07 1.05 -2.51% 行吧行吧想不到打扮打扮

15/11/2023 trading notes by 鑫哥哥662

2023-11-15

2023/11/15 trading notes by 鑫哥哥662

2023/11/15 成本现价浮动收益 NanoVibronix Inc(NAOV) 1.07 1.05 -2.51% 发广告哈哈哈哟哟哟

2023/11/15 trading notes by 鑫哥哥662

2023-11-15

2023/11/15 trading notes by 鑫哥哥662

2023/11/15 成本现价浮动收益 NanoVibronix Inc(NAOV) 1.07 1.05 -2.51% 想你消灭星星没下课

2023/11/15 trading notes by 鑫哥哥662

2023-11-15

15/11/2023 trading notes by 鑫哥哥662

15/11/2023 成本现价浮动收益 NanoVibronix Inc(NAOV) 1.07 1.05 -2.51% 在你这那些

15/11/2023 trading notes by 鑫哥哥662

2023-11-15

15/11/2023 trading notes by 鑫哥哥662

15/11/2023 成本现价浮动收益 NanoVibronix Inc(NAOV) 1.07 1.05 -2.51% 找你息怒息怒那些年

15/11/2023 trading notes by 鑫哥哥662

2023-11-15

15/11/2023 trading notes by 鑫哥哥662

15/11/2023 成本现价浮动收益 NanoVibronix Inc(NAOV) 1.07 1.05 -2.51% 多喝点八点多吧

15/11/2023 trading notes by 鑫哥哥662

2023-10-31

查看详情：帮助中心 - 老虎国际老虎国际是美国纳斯达克上市公司，旗下持美国券商牌照，华人地区知名美港股券商，美股港股投资首选，足不出户0门槛开户机会

2023-10-27

订单

2023-10-26

这篇文章不错，转发给大家看看

@美股投资网:美股进入技术性修正区域，科技股集体血崩

2023-10-25

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2023-07-26

$MFNXF(MFNXF)$ 休息休息下次

2023-05-26

吧睡吧的；低调低调

26/05/2023 成本现价浮动收益德文能源(DVN) 79.97 47.87 -40.22% c 喜欢吃香蕉想吃吃吃经常那你反腐败

吧睡吧的；低调低调

2023-05-17

17/05/2023 交易笔记 by 鑫哥哥662

17/05/2023 成本现价浮动收益德文能源(DVN) 79.97 46.24 -42.18% 打扮打扮打扮打扮小宝贝。吃。

17/05/2023 交易笔记 by 鑫哥哥662

2023-05-17

17/05/2023 交易笔记 by 鑫哥哥662

17/05/2023 成本现价浮动收益德文能源(DVN) 79.97 46.24 -42.18% 泰国广告也以为

17/05/2023 交易笔记 by 鑫哥哥662

2022-09-08

吃醋vv

去老虎APP查看更多动态

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-2.51% &nbsp;在你这那些","text":"15/11/2023 成本 现价 浮动收益 NanoVibronix Inc(NAOV) 1.07 1.05 -2.51% 在你这那些","images":[{"img":"https://static.tigerbbs.com/07a6e2086bd9609590098e92b3860eeb","width":"898","height":"914"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/241664509325488","isVote":1,"tweetType":1,"viewCount":919,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":241663962349568,"gmtCreate":1700028302422,"gmtModify":1700028463101,"author":{"id":"3499820222370562","authorId":"3499820222370562","name":"鑫哥哥662","avatar":"https://static.tigerbbs.com/1aae7b3133cf7b0f7a6c8eb471535a5b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"title":"15/11/2023 trading notes by 鑫哥哥662","htmlText":"15/11/2023 成本 现价 浮动收益 NanoVibronix Inc(NAOV) 1.07 1.05 -2.51% &nbsp;找你息怒息怒那些年","listText":"15/11/2023 成本 现价 浮动收益 NanoVibronix Inc(NAOV) 1.07 1.05 -2.51% &nbsp;找你息怒息怒那些年","text":"15/11/2023 成本 现价 浮动收益 NanoVibronix Inc(NAOV) 1.07 1.05 -2.51% 找你息怒息怒那些年","images":[{"img":"https://static.tigerbbs.com/07a6e2086bd9609590098e92b3860eeb","width":"898","height":"914"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/241663962349568","isVote":1,"tweetType":1,"viewCount":672,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":241662794817856,"gmtCreate":1700028115936,"gmtModify":1700028253906,"author":{"id":"3499820222370562","authorId":"3499820222370562","name":"鑫哥哥662","avatar":"https://static.tigerbbs.com/1aae7b3133cf7b0f7a6c8eb471535a5b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"title":"15/11/2023 trading notes by 鑫哥哥662","htmlText":"15/11/2023 成本 现价 浮动收益 NanoVibronix Inc(NAOV) 1.07 1.05 -2.51% &nbsp;多喝点八点多吧","listText":"15/11/2023 成本 现价 浮动收益 NanoVibronix Inc(NAOV) 1.07 1.05 -2.51% &nbsp;多喝点八点多吧","text":"15/11/2023 成本 现价 浮动收益 NanoVibronix Inc(NAOV) 1.07 1.05 -2.51% 多喝点八点多吧","images":[{"img":"https://static.tigerbbs.com/07a6e2086bd9609590098e92b3860eeb","width":"898","height":"914"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/241662794817856","isVote":1,"tweetType":1,"viewCount":693,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":236342513950728,"gmtCreate":1698722790214,"gmtModify":1698726799022,"author":{"id":"3499820222370562","authorId":"3499820222370562","name":"鑫哥哥662","avatar":"https://static.tigerbbs.com/1aae7b3133cf7b0f7a6c8eb471535a5b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"查看详情：<a href=\"https://tigr.link/4ObSNy\">帮助中心 - 老虎国际</a> 老虎国际是美国纳斯达克上市公司，旗下持美国券商牌照，华人地区知名美港股券商，美股港股投资首选，足不出户0门槛开户机会","listText":"查看详情：<a href=\"https://tigr.link/4ObSNy\">帮助中心 - 老虎国际</a> 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根据道琼斯市场数据，纳指下跌2.43%，是2月21日以来单日最大跌幅。该科技股权重指数收盘较7月19日创下的14358.02点高位回落超10%，较2021年11月19日创下的16057.44点纪录高位下跌约20%。标普500指数跌幅为1.43%，道指跌幅为0.32%。 10年期国债收益率涨12个基点至4.96%。长期收益率上升给成长型股票带来了压力，因为它们降低了未来利润的价值。对货币证策更敏感的两年期美债收益率最高涨6个基点至5.13%，收复上周五以来近半跌幅。 同时，美国财证部拍卖520亿美元5年期国债，中标收益率创2007年以来最高至4.899%，投保倍数2.36显示需求不振，这令中期债券价格领跌，五年期美债收益率升破4.90%。 尽管微软最新云业务营收增长表明人们对人工智能影响的持续热情，但对于Alphabet来说却并非如此，谷歌的云业务营收表现令人失望，导致其市值缩水逾9%。 目前在全球云服务市场，占据最大份额的是 <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 云AWS， <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 云Azure位居第二，谷歌排名第三。 市场担忧亚马逊云业务营收增长可能放缓，导致其股价今天大跌5.58%。&nbsp; <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> Meta Q3财报看点 Meta截至9月30日的今年第三季度财报数据： 营收：341 亿美元；每股收益：4.39 美元；营业利润40%；自由现金流：136 亿美元；GAAP 毛利率：81.8%；家","listText":"纳指周三进入技术性修正区域，这是由于担心利率上升的交易员在大型科技公司财报未能缓解他们的担忧后，抛售股票所致。 根据道琼斯市场数据，纳指下跌2.43%，是2月21日以来单日最大跌幅。该科技股权重指数收盘较7月19日创下的14358.02点高位回落超10%，较2021年11月19日创下的16057.44点纪录高位下跌约20%。标普500指数跌幅为1.43%，道指跌幅为0.32%。 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-2.51% &nbsp;在你这那些","text":"15/11/2023 成本 现价 浮动收益 NanoVibronix Inc(NAOV) 1.07 1.05 -2.51% 在你这那些","images":[{"img":"https://static.tigerbbs.com/07a6e2086bd9609590098e92b3860eeb","width":"898","height":"914"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/241664509325488","isVote":1,"tweetType":1,"viewCount":919,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":241663962349568,"gmtCreate":1700028302422,"gmtModify":1700028463101,"author":{"id":"3499820222370562","authorId":"3499820222370562","name":"鑫哥哥662","avatar":"https://static.tigerbbs.com/1aae7b3133cf7b0f7a6c8eb471535a5b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"title":"15/11/2023 trading notes by 鑫哥哥662","htmlText":"15/11/2023 成本 现价 浮动收益 NanoVibronix Inc(NAOV) 1.07 1.05 -2.51% &nbsp;找你息怒息怒那些年","listText":"15/11/2023 成本 现价 浮动收益 NanoVibronix Inc(NAOV) 1.07 1.05 -2.51% 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根据道琼斯市场数据，纳指下跌2.43%，是2月21日以来单日最大跌幅。该科技股权重指数收盘较7月19日创下的14358.02点高位回落超10%，较2021年11月19日创下的16057.44点纪录高位下跌约20%。标普500指数跌幅为1.43%，道指跌幅为0.32%。 10年期国债收益率涨12个基点至4.96%。长期收益率上升给成长型股票带来了压力，因为它们降低了未来利润的价值。对货币证策更敏感的两年期美债收益率最高涨6个基点至5.13%，收复上周五以来近半跌幅。 同时，美国财证部拍卖520亿美元5年期国债，中标收益率创2007年以来最高至4.899%，投保倍数2.36显示需求不振，这令中期债券价格领跌，五年期美债收益率升破4.90%。 尽管微软最新云业务营收增长表明人们对人工智能影响的持续热情，但对于Alphabet来说却并非如此，谷歌的云业务营收表现令人失望，导致其市值缩水逾9%。 目前在全球云服务市场，占据最大份额的是 <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 云AWS， <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 云Azure位居第二，谷歌排名第三。 市场担忧亚马逊云业务营收增长可能放缓，导致其股价今天大跌5.58%。&nbsp; <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> Meta Q3财报看点 Meta截至9月30日的今年第三季度财报数据： 营收：341 亿美元；每股收益：4.39 美元；营业利润40%；自由现金流：136 亿美元；GAAP 毛利率：81.8%；家","listText":"纳指周三进入技术性修正区域，这是由于担心利率上升的交易员在大型科技公司财报未能缓解他们的担忧后，抛售股票所致。 根据道琼斯市场数据，纳指下跌2.43%，是2月21日以来单日最大跌幅。该科技股权重指数收盘较7月19日创下的14358.02点高位回落超10%，较2021年11月19日创下的16057.44点纪录高位下跌约20%。标普500指数跌幅为1.43%，道指跌幅为0.32%。 10年期国债收益率涨12个基点至4.96%。长期收益率上升给成长型股票带来了压力，因为它们降低了未来利润的价值。对货币证策更敏感的两年期美债收益率最高涨6个基点至5.13%，收复上周五以来近半跌幅。 同时，美国财证部拍卖520亿美元5年期国债，中标收益率创2007年以来最高至4.899%，投保倍数2.36显示需求不振，这令中期债券价格领跌，五年期美债收益率升破4.90%。 尽管微软最新云业务营收增长表明人们对人工智能影响的持续热情，但对于Alphabet来说却并非如此，谷歌的云业务营收表现令人失望，导致其市值缩水逾9%。 目前在全球云服务市场，占据最大份额的是 <a href=\"https://laohu8.com/S/AMZN\">$亚马逊(AMZN)$</a> 云AWS， <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 云Azure位居第二，谷歌排名第三。 市场担忧亚马逊云业务营收增长可能放缓，导致其股价今天大跌5.58%。&nbsp; <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> Meta Q3财报看点 Meta截至9月30日的今年第三季度财报数据： 营收：341 亿美元；每股收益：4.39 美元；营业利润40%；自由现金流：136 亿美元；GAAP 毛利率：81.8%；家","text":"纳指周三进入技术性修正区域，这是由于担心利率上升的交易员在大型科技公司财报未能缓解他们的担忧后，抛售股票所致。 根据道琼斯市场数据，纳指下跌2.43%，是2月21日以来单日最大跌幅。该科技股权重指数收盘较7月19日创下的14358.02点高位回落超10%，较2021年11月19日创下的16057.44点纪录高位下跌约20%。标普500指数跌幅为1.43%，道指跌幅为0.32%。 10年期国债收益率涨12个基点至4.96%。长期收益率上升给成长型股票带来了压力，因为它们降低了未来利润的价值。对货币证策更敏感的两年期美债收益率最高涨6个基点至5.13%，收复上周五以来近半跌幅。 同时，美国财证部拍卖520亿美元5年期国债，中标收益率创2007年以来最高至4.899%，投保倍数2.36显示需求不振，这令中期债券价格领跌，五年期美债收益率升破4.90%。 尽管微软最新云业务营收增长表明人们对人工智能影响的持续热情，但对于Alphabet来说却并非如此，谷歌的云业务营收表现令人失望，导致其市值缩水逾9%。 目前在全球云服务市场，占据最大份额的是 $亚马逊(AMZN)$ 云AWS， $微软(MSFT)$ 云Azure位居第二，谷歌排名第三。 市场担忧亚马逊云业务营收增长可能放缓，导致其股价今天大跌5.58%。 $谷歌A(GOOGL)$ Meta Q3财报看点 Meta截至9月30日的今年第三季度财报数据： 营收：341 亿美元；每股收益：4.39 美元；营业利润40%；自由现金流：136 亿美元；GAAP 毛利率：81.8%；家","images":[{"img":"https://static.tigerbbs.com/f344d1312d209db4225518458d46f819","width":"500","height":"319"},{"img":"https://static.tigerbbs.com/e92b5d7dab4fb91d715b8830ef6ced4b","width":"1080","height":"397"},{"img":"https://static.tigerbbs.com/426efef4f90d4a4364c839668731280b","width":"1080","height":"478"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/234547301945352","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":7,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":234283428438040,"gmtCreate":1698225985583,"gmtModify":1698225986734,"author":{"id":"3499820222370562","authorId":"3499820222370562","name":"鑫哥哥662","avatar":"https://static.tigerbbs.com/1aae7b3133cf7b0f7a6c8eb471535a5b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/234283428438040","repostId":"2378609051","repostType":2,"repost":{"id":"2378609051","pubTimestamp":1698225365,"share":"https://www.laohu8.com/m/news/2378609051?lang=&edition=full","pubTime":"2023-10-25 17:16","market":"us","language":"zh","title":"骁龙8 Gen 3“牙膏”挤爆，但高通没法躺着数钱了","url":"https://stock-news.laohu8.com/highlight/detail?id=2378609051","media":"华尔街见闻","summary":"骁龙8 Gen 3除了贡献性能上的提升，能做的其实并不多，尽管高通在参数上给出了足够的诚意，但曾经的黄金时代可能已经远去，现在谁能吃下智能汽车浪潮里的最大一块肥肉，还未可知。","content":"<html><head></head><body><p>在安卓手机市场，<a href=\"https://laohu8.com/S/QCOM\">高通</a>骁龙长期是“高端”的代名词，尤其是每年的旗舰芯片，往往会在各大手机厂商的PPT上占据最核心的页码。但这种情况正在发生变化。</p><p>2021年小米11发布时，会发布上和高通骁龙888相关的内容占据了近10分钟，到2023年的小米13发布时，骁龙8 Gen 2相关内容只剩下了不到3分钟。小米是高通最亲密的盟友之一，也是国内首发高通旗舰SoC次数最多的厂商。</p><p>尽管高通仍然是安卓手机在高端市场的普遍选择，但国内手机厂商因为内部或外部的原因，正在从言语上弱化这个全球最大的手机芯片公司。</p><p>10月25日，<strong>高通发布新一代旗舰手机SoC骁龙8 Gen 3，它依然是目前行业里最强大的手机SoC之一</strong>，安卓手机厂商也依然对它趋之若鹜，争相“首发”“首批搭载”——还未发布的小米14甚至提前出现在了骁龙8 Gen 3的发布会现场。但华为的强势归来，手机市场的持续下滑，<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>汽车的爆发，以及安卓手机厂商的暧昧，正在持续考验这家公司。</p><p>在骁龙8 Gen 3发布前的半个月，10月13日高通在向美国加州就业发展部提交的文件中称，公司将裁员超1200人。而在此之前的一年内，高通已经公布过三次裁员通知。</p><p>对高通来说，曾经的黄金时代可能已经远去，它要押注下一个时代了。 </p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2bb35b50baa99687af81f3eafa171046\" tg-width=\"1024\" tg-height=\"263\"/></p><p>骁龙8 Gen 3并没有像<a href=\"https://laohu8.com/S/AAPL\">苹果</a>最近两年那样“挤牙膏”，虽然没有采用和苹果A17 Pro一样的<a href=\"https://laohu8.com/S/TSM\">台积电</a>3nm工艺，但它还是带来了不错的性能提升：<strong>CPU提升30%，能效提升20%，最高频率达3.3GHz；GPU性能提升25%，能效提升25%</strong>。</p><p>就参数来看，骁龙8 Gen 3的整体性能与iPhone 15 Pro Max上的A17 Pro已经不相上下。但参数是一方面，体验是另一方面。</p><p>除了性能上的提升，骁龙8 Gen 3的另一附加任务是修复前两年骁龙888和骁龙8 Gen 1留下的“烂摊子”——这两款芯片被用户广泛调侃为“火龙”，发热严重，使用体验不佳。</p><p>去年发布的骁龙8 Gen 2已经一定程度上解决了它们所遗留的问题，但连续两代的“失利”依然让不少人心有余悸，如今骁龙8 Gen 3是否能完成“救赎”将是至关重要的一步。</p><p>目前小米14系列已宣布将在10月26日首发搭载骁龙8 Gen 3，三星、荣耀、OPPO、vivo等将首批搭载。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/73e1f467dc71e5919fb9230b07c530a8\" tg-width=\"800\" tg-height=\"1067\"/></p><p>不过，性能并不是骁龙8 Gen 3的最大提升，高通称骁龙8 Gen 3是“首个专为生成式AI而打造的移动平台”，<strong>与前代平台相比，其AI性能提升98%、能效提升40%</strong>。</p><p>今年以来，生成式AI席卷全球，但资本和AI盛筵都涌向了<a href=\"https://laohu8.com/S/MSFT\">微软</a>、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>等互联网巨头，以及<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>这类高性能芯片厂商身上，主打通信和移动智能设备的高通无法像英伟达一样，提供源源不断的算力，只能沦为边缘角色。</p><p>但另一方面，智能手机依然是目前世界上使用人数最多，频率最高的移动智能设备，如果能从智能手机入手，高通仍有机会在AI领域“曲线救国”。</p><p>具体来说，骁龙8 Gen 3将支持多模态通用AI模型，<strong>现已支持运行超100亿个参数的大模型</strong>。此外，面向70亿参数大语言模型可实现每秒生成20个Token；以及只需不到1秒就能使用Stable Diffusion生成1张图片。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7ba891c27159a4eac2018979980ce37d\" tg-width=\"800\" tg-height=\"450\"/></p><p>高通表示，骁龙平台已支持微软、OpenAI、Meta、<a href=\"https://laohu8.com/S/BIDU\">百度</a>、百川智能、<a href=\"https://laohu8.com/S/DAO\">有道</a>等企业或机构的端侧大模型。</p><p>与苹果相比，这次高通显然走在了前面，早一个月亮相的A17 Pro虽然也声称提升了AI性能，但<strong>在AI大模型的应用层面，几乎没有任何动作</strong>。</p><p>遥想两年前的iPhone 13发布会，苹果产品营销副总裁 Kaiann Drance 还嘲讽道，“友商们还在苦苦追赶苹果两年前的芯片”。现在，<strong>苹果也该尝尝同样的滋味了</strong>。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/edb151b71b55230b8fdc983d4ff6e6e2\" tg-width=\"1024\" tg-height=\"263\"/></p><p>作为一款旗舰级芯片，除了贡献性能上的提升，骁龙8 Gen 3能做的其实并不多，尽管高通在参数上给出了足够的诚意，但它要面临的市场环境已经大不相同。</p><p>近日，市场研究机构IDC下调了2023年智能手机出货量预期，预估2023年全球智能手机出货量为11.5亿部，同比下降4.7%，创下十年来新低。</p><p>在最新一季截至今年6月25日的财报中，高通CDMA技术集团（QCT部门）的营收为52.6亿美元，同比下跌25%。而这一部门的主营业务正是销售用于智能手机、汽车和其他智能设备的处理器，智能手机市场的颓势对高通的营收业绩产生了直接冲击。</p><p>今年8月，高通公司还曾警告称，因全球经济增长放缓，消费者在智能手机等电子产品上的支出持续疲软，预计第四季度销售额低于市场预期，并表示可能会裁员。</p><p><strong>雪上加霜的是，高通最大的单一市场——中国，正在面临华为的猛烈冲击</strong>。根据财报，2022 年中国大陆市场贡献了高通总营收的63%，是毫无疑问地营收和利润支柱。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/612300338378a5daa2ea2bdd324d0959\" tg-width=\"800\" tg-height=\"534\"/></p><p>但随着8月底搭载了麒麟9000S芯片的华为Mate 60上市，高通将直接损失两份大单：一份来自华为，过去两年非麒麟芯片的手机华为都采用了高通4G芯片，根据知名分析师天风国际的郭明𫓹调研数据，仅在2022年一年，华为就向高通采购了2300万-2500万颗SoC。<strong>麒麟芯片的回归，意味着高通将永久失去这部分订单</strong>。</p><p>二是，随着麒麟的回归，华为势必也将更多地收复“失地”。根据最新的行业预测，华为2023年智能手机出货目标已提升至6000万-7000万台，相比今年将近翻倍，它们<strong>大概率也将采用华为自研的麒麟SoC，郭明𫓹称，2024年华为将停止采购高通芯片</strong>。</p><p>另一方面，中国智能手机市场早已是存量市场，华为的增长就意味着其他厂商的下滑。</p><p>因此，如果将两者叠加，明年高通将在中国市场损失8000万-1亿颗SoC需求量。而整个2022年中国智能手机出货量也只有2.64亿台，其中联发科还占有约1/3的市场，以此估算高通潜在的市场损失不可谓不大。</p><p>裁员成了高通应对危机的方法之一，在第三季度财报电话会议上高通明确表示，鉴于宏观经济和需求环境的持续不确定性，公司预计将进一步采取调整措施，以实现对重要增长机遇和业务多元化的持续投资，“虽然相应计划还在制定中，但预计主要措施将包括裁员”。</p><p>而其中提到的“重要增长机遇”“业务多元化”，都指向了一个方向——<strong>智能汽车</strong>。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/da42c108383dcd5b9e7ca04f35ba3eaf\" tg-width=\"1024\" tg-height=\"263\"/></p><p>和高通在安卓手机“众星捧月”般的地位类似，在智能汽车上，高通依然是“当红炸子鸡”。</p><p>早前有<a href=\"https://laohu8.com/S/LI\">理想汽车</a>为了搭载高通第4代骁龙汽车数字座舱平台8295芯片，推迟了旗下首款纯电车MEGA的上市时间；后有极越01、奔驰E级正热火朝天地争夺骁龙8295“首发”称号，一如曾经的手机市场。</p><p>目前宣布将搭载骁龙8295的车企已经有数十家，包括吉利、极氪、零跑、智己等，正排队等待高通的发货订单。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e54ddcc44f55458561dfc1b21a92f7bd\" tg-width=\"800\" tg-height=\"534\"/></p><p>据市场研究机构DIGITIMES Research预计，智能座舱产业发展日益加速，预估至2030年全球产值将近700亿美元（约合人民币5100亿元），将超过自动驾驶芯片的两倍。</p><p>而智能座舱单一成本最高的零部件就是座舱芯片，根据华经产业研究院数据，2022年全球智能座舱市场规模为325亿美元，其中智能座舱SoC为30.92亿美元，占据整个智能座舱市场的1/10左右。</p><p>因此，高通在智能座舱上急切地渴望复制智能手机的成功经验，一如曾经中国手机厂商争先恐后地搭载骁龙SoC一样。<strong>骁龙还是骁龙，只是新的拥趸从手机厂商变成了车企</strong>。</p><p>但另一方面，部分车企也试图避免重蹈手机厂商覆辙，谨慎考虑是否将自己的“灵魂”出卖给高通。</p><p>首先便是华为芯片受限的前车之鉴，虽然这种情况非常极端，但它只要发生过一次，羊群永远会担心下一次狼会不会来。</p><p>再者，有些野心勃勃的车企出于成本或统一生态的战略，也更喜欢自研芯片，华为自不用多说，吉利与安谋中国合资成立了芯擎科技，其量产7nm车规级智能座舱芯片“龙鹰一号”在9月刚刚上市的领克08上已经首发搭载。<strong>另有消息称，<a href=\"https://laohu8.com/S/NIO\">蔚来</a>第二颗自研芯片正是座舱芯片</strong>。</p><p>此外，中国蓬勃的智能汽车产业也吸引了地平线等第三方供应商，在智能座舱领域布局。</p><p>高通虽然在芯片领域积累良久，且目前提供的芯片在产品力上处于行业第一梯队，但中国汽车市场竞争之激烈有目共睹，谁能吃下智能汽车浪潮里的最大一块肥肉，还未可知。但不管如何，它已经是高通最有前景的业务之一，是高通在后智能手机时代必须争夺的战地。</p></body></html>","source":"wallstreetcn_api","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>骁龙8 Gen 3“牙膏”挤爆，但高通没法躺着数钱了</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n骁龙8 Gen 3“牙膏”挤爆，但高通没法躺着数钱了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-25 17:16 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3700447><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在安卓手机市场，高通骁龙长期是“高端”的代名词，尤其是每年的旗舰芯片，往往会在各大手机厂商的PPT上占据最核心的页码。但这种情况正在发生变化。2021年小米11发布时，会发布上和高通骁龙888相关的内容占据了近10分钟，到2023年的小米13发布时，骁龙8 Gen 2相关内容只剩下了不到3分钟。小米是高通最亲密的盟友之一，也是国内首发高通旗舰SoC次数最多的厂商。尽管高通仍然是安卓手机在高端市场的...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3700447\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7decf049d0c89ca2ae588a0aea3d0af8","relate_stocks":{"LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","BK4573":"虚拟现实","BK4097":"系统软件","BK4561":"索罗斯持仓","LU1046421795.USD":"富达环球科技A-ACC","BK4581":"高盛持仓","BK4512":"苹果概念","LU2286300806.USD":"Allianz Cyber Security AT Acc USD","BK4515":"5G概念","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU0079474960.USD":"联博美国增长基金A","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","BK4575":"芯片概念","BK4527":"明星科技股","BK4579":"人工智能","BK4588":"碎股","QCOM":"高通","BK4141":"半导体产品","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC"},"source_url":"https://wallstreetcn.com/articles/3700447","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2378609051","content_text":"在安卓手机市场，高通骁龙长期是“高端”的代名词，尤其是每年的旗舰芯片，往往会在各大手机厂商的PPT上占据最核心的页码。但这种情况正在发生变化。2021年小米11发布时，会发布上和高通骁龙888相关的内容占据了近10分钟，到2023年的小米13发布时，骁龙8 Gen 2相关内容只剩下了不到3分钟。小米是高通最亲密的盟友之一，也是国内首发高通旗舰SoC次数最多的厂商。尽管高通仍然是安卓手机在高端市场的普遍选择，但国内手机厂商因为内部或外部的原因，正在从言语上弱化这个全球最大的手机芯片公司。10月25日，高通发布新一代旗舰手机SoC骁龙8 Gen 3，它依然是目前行业里最强大的手机SoC之一，安卓手机厂商也依然对它趋之若鹜，争相“首发”“首批搭载”——还未发布的小米14甚至提前出现在了骁龙8 Gen 3的发布会现场。但华为的强势归来，手机市场的持续下滑，智能汽车的爆发，以及安卓手机厂商的暧昧，正在持续考验这家公司。在骁龙8 Gen 3发布前的半个月，10月13日高通在向美国加州就业发展部提交的文件中称，公司将裁员超1200人。而在此之前的一年内，高通已经公布过三次裁员通知。对高通来说，曾经的黄金时代可能已经远去，它要押注下一个时代了。 骁龙8 Gen 3并没有像苹果最近两年那样“挤牙膏”，虽然没有采用和苹果A17 Pro一样的台积电3nm工艺，但它还是带来了不错的性能提升：CPU提升30%，能效提升20%，最高频率达3.3GHz；GPU性能提升25%，能效提升25%。就参数来看，骁龙8 Gen 3的整体性能与iPhone 15 Pro Max上的A17 Pro已经不相上下。但参数是一方面，体验是另一方面。除了性能上的提升，骁龙8 Gen 3的另一附加任务是修复前两年骁龙888和骁龙8 Gen 1留下的“烂摊子”——这两款芯片被用户广泛调侃为“火龙”，发热严重，使用体验不佳。去年发布的骁龙8 Gen 2已经一定程度上解决了它们所遗留的问题，但连续两代的“失利”依然让不少人心有余悸，如今骁龙8 Gen 3是否能完成“救赎”将是至关重要的一步。目前小米14系列已宣布将在10月26日首发搭载骁龙8 Gen 3，三星、荣耀、OPPO、vivo等将首批搭载。不过，性能并不是骁龙8 Gen 3的最大提升，高通称骁龙8 Gen 3是“首个专为生成式AI而打造的移动平台”，与前代平台相比，其AI性能提升98%、能效提升40%。今年以来，生成式AI席卷全球，但资本和AI盛筵都涌向了微软、谷歌等互联网巨头，以及英伟达这类高性能芯片厂商身上，主打通信和移动智能设备的高通无法像英伟达一样，提供源源不断的算力，只能沦为边缘角色。但另一方面，智能手机依然是目前世界上使用人数最多，频率最高的移动智能设备，如果能从智能手机入手，高通仍有机会在AI领域“曲线救国”。具体来说，骁龙8 Gen 3将支持多模态通用AI模型，现已支持运行超100亿个参数的大模型。此外，面向70亿参数大语言模型可实现每秒生成20个Token；以及只需不到1秒就能使用Stable Diffusion生成1张图片。高通表示，骁龙平台已支持微软、OpenAI、Meta、百度、百川智能、有道等企业或机构的端侧大模型。与苹果相比，这次高通显然走在了前面，早一个月亮相的A17 Pro虽然也声称提升了AI性能，但在AI大模型的应用层面，几乎没有任何动作。遥想两年前的iPhone 13发布会，苹果产品营销副总裁 Kaiann Drance 还嘲讽道，“友商们还在苦苦追赶苹果两年前的芯片”。现在，苹果也该尝尝同样的滋味了。作为一款旗舰级芯片，除了贡献性能上的提升，骁龙8 Gen 3能做的其实并不多，尽管高通在参数上给出了足够的诚意，但它要面临的市场环境已经大不相同。近日，市场研究机构IDC下调了2023年智能手机出货量预期，预估2023年全球智能手机出货量为11.5亿部，同比下降4.7%，创下十年来新低。在最新一季截至今年6月25日的财报中，高通CDMA技术集团（QCT部门）的营收为52.6亿美元，同比下跌25%。而这一部门的主营业务正是销售用于智能手机、汽车和其他智能设备的处理器，智能手机市场的颓势对高通的营收业绩产生了直接冲击。今年8月，高通公司还曾警告称，因全球经济增长放缓，消费者在智能手机等电子产品上的支出持续疲软，预计第四季度销售额低于市场预期，并表示可能会裁员。雪上加霜的是，高通最大的单一市场——中国，正在面临华为的猛烈冲击。根据财报，2022 年中国大陆市场贡献了高通总营收的63%，是毫无疑问地营收和利润支柱。但随着8月底搭载了麒麟9000S芯片的华为Mate 60上市，高通将直接损失两份大单：一份来自华为，过去两年非麒麟芯片的手机华为都采用了高通4G芯片，根据知名分析师天风国际的郭明𫓹调研数据，仅在2022年一年，华为就向高通采购了2300万-2500万颗SoC。麒麟芯片的回归，意味着高通将永久失去这部分订单。二是，随着麒麟的回归，华为势必也将更多地收复“失地”。根据最新的行业预测，华为2023年智能手机出货目标已提升至6000万-7000万台，相比今年将近翻倍，它们大概率也将采用华为自研的麒麟SoC，郭明𫓹称，2024年华为将停止采购高通芯片。另一方面，中国智能手机市场早已是存量市场，华为的增长就意味着其他厂商的下滑。因此，如果将两者叠加，明年高通将在中国市场损失8000万-1亿颗SoC需求量。而整个2022年中国智能手机出货量也只有2.64亿台，其中联发科还占有约1/3的市场，以此估算高通潜在的市场损失不可谓不大。裁员成了高通应对危机的方法之一，在第三季度财报电话会议上高通明确表示，鉴于宏观经济和需求环境的持续不确定性，公司预计将进一步采取调整措施，以实现对重要增长机遇和业务多元化的持续投资，“虽然相应计划还在制定中，但预计主要措施将包括裁员”。而其中提到的“重要增长机遇”“业务多元化”，都指向了一个方向——智能汽车。和高通在安卓手机“众星捧月”般的地位类似，在智能汽车上，高通依然是“当红炸子鸡”。早前有理想汽车为了搭载高通第4代骁龙汽车数字座舱平台8295芯片，推迟了旗下首款纯电车MEGA的上市时间；后有极越01、奔驰E级正热火朝天地争夺骁龙8295“首发”称号，一如曾经的手机市场。目前宣布将搭载骁龙8295的车企已经有数十家，包括吉利、极氪、零跑、智己等，正排队等待高通的发货订单。据市场研究机构DIGITIMES Research预计，智能座舱产业发展日益加速，预估至2030年全球产值将近700亿美元（约合人民币5100亿元），将超过自动驾驶芯片的两倍。而智能座舱单一成本最高的零部件就是座舱芯片，根据华经产业研究院数据，2022年全球智能座舱市场规模为325亿美元，其中智能座舱SoC为30.92亿美元，占据整个智能座舱市场的1/10左右。因此，高通在智能座舱上急切地渴望复制智能手机的成功经验，一如曾经中国手机厂商争先恐后地搭载骁龙SoC一样。骁龙还是骁龙，只是新的拥趸从手机厂商变成了车企。但另一方面，部分车企也试图避免重蹈手机厂商覆辙，谨慎考虑是否将自己的“灵魂”出卖给高通。首先便是华为芯片受限的前车之鉴，虽然这种情况非常极端，但它只要发生过一次，羊群永远会担心下一次狼会不会来。再者，有些野心勃勃的车企出于成本或统一生态的战略，也更喜欢自研芯片，华为自不用多说，吉利与安谋中国合资成立了芯擎科技，其量产7nm车规级智能座舱芯片“龙鹰一号”在9月刚刚上市的领克08上已经首发搭载。另有消息称，蔚来第二颗自研芯片正是座舱芯片。此外，中国蓬勃的智能汽车产业也吸引了地平线等第三方供应商，在智能座舱领域布局。高通虽然在芯片领域积累良久，且目前提供的芯片在产品力上处于行业第一梯队，但中国汽车市场竞争之激烈有目共睹，谁能吃下智能汽车浪潮里的最大一块肥肉，还未可知。但不管如何，它已经是高通最有前景的业务之一，是高通在后智能手机时代必须争夺的战地。","news_type":1},"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":202101230903560,"gmtCreate":1690361816447,"gmtModify":1690361817532,"author":{"id":"3499820222370562","authorId":"3499820222370562","name":"鑫哥哥662","avatar":"https://static.tigerbbs.com/1aae7b3133cf7b0f7a6c8eb471535a5b","crmLevel":2,"crmLevelSwitch":1,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MFNXF\">$MFNXF(MFNXF)$ &nbsp;</a>休息休息下次","listText":"<a href=\"https://laohu8.com/S/MFNXF\">$MFNXF(MFNXF)$ &nbsp;</a>休息休息下次","text":"$MFNXF(MFNXF)$ 休息休息下次","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/202101230903560","isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}