奥利弗奎恩的个人主页 - 老虎社区

奥利弗奎恩

奥利弗奎恩

希望我是正在成长的韭菜，而不是已经被割的韭菜

IP属地：上海

19关注

21粉丝

0主题

0勋章

奥利弗奎恩

2020-10-21

$Astrotech Corporation(ASTC)$还有人么

奥利弗奎恩

2021-01-21

$英特尔(INTC)$底裤都亏光了。

奥利弗奎恩

2020-01-22

$跟谁学(GSX)$恶意操纵

奥利弗奎恩

2019-07-31

$SELLAS Life Sciences Group Inc.(SLS)$公告啥意思

奥利弗奎恩

2019-02-20

$亨利香恩服务(HSIC)$ 财报呢

奥利弗奎恩

2020-01-22

$跟谁学(GSX)$不到60不爆仓

奥利弗奎恩

2019-03-26

$蔚来(NIO)$ 看图说话

奥利弗奎恩

2020-03-09

$WTI原油主连(CLmain)$最低跌了33.7％是不是已经爆仓了

奥利弗奎恩

2019-01-10

$三倍做多原油ETN(UWT)$ #今天你晒单了吗# 没了

奥利弗奎恩

2021-02-11

$Bio-Path Holdings, Inc.(BPTH)$关灯

奥利弗奎恩

2020-12-18

$Ctd Holdings Inc(CYTH)$代码换了

奥利弗奎恩

2019-01-12

$拼多多(PDD)$ 做空pdd

奥利弗奎恩

2021-11-04

$维亚康姆CBS(VIAC)$为什么不能发言？？？？？？

奥利弗奎恩

2021-01-30

$AMC院线(AMC)$决战的时候到了

奥利弗奎恩

2021-01-29

$诺基亚(NOK)$像空头挥出镰刀

奥利弗奎恩

2019-02-20

$迅雷(XNET)$ 卖亏了，1.65卖了我的2.5的call

奥利弗奎恩

2021-12-22

叠起来

据SEC文件：特斯拉CEO马斯克进一步出售特斯拉股份

奥利弗奎恩

2021-10-06

$燃料电池能源(FCEL)$这也是能源啊，咋就不涨呢

奥利弗奎恩

2021-09-27

$燃料电池能源(FCEL)$起飞🛫

奥利弗奎恩

2021-01-28

$诺基亚(NOK)$今天站上10块明天站上80

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10:30","market":"us","language":"zh","title":"每股185元的伯克希尔交易被宣告“无效”！但当年有日本投资者借此斩获20亿","url":"https://stock-news.laohu8.com/highlight/detail?id=2440429642","media":"智通财经网","summary":"很快，纽约证券交易发布紧急声明，称本次故障是由于涨停板和跌停板机制 CTA SIP 失效导致的。东京地方法院一审判决认为，东交所的交易系统存在缺陷，对于明显异常的交易没有进行停止交易的行为，具有重大过错。法院判决东交所应承担70%的责任，并赔偿瑞穗证券107亿日元。","content":"<html><head></head><body><p>2024年6月3日，美股市场开了一个巨大的玩笑。开盘不久，<a href=\"https://laohu8.com/S/BRK.A\">伯克希尔</a>哈撒韦，这家由投资大师沃伦·巴菲特掌管的、以稳健投资和卓越业绩闻名于世的大公司的A类股突然暴跌，跌幅达到了惊人的99.97%，股价从每股62万美元左右，瞬间跌至185.1美元。</p><p>伯克希尔哈撒韦A类股，是华尔街价格最高的股票之一，是全球投资者心中稳定和财富的象征。然而，这种跌法，按照账面价值算，1万亿美元市值凭空蒸发，仅剩下2.6亿美元。</p><p>所有投资者都惊呆了，他们不敢相信自己的眼睛，纷纷开始检查自己的交易软件和网络连接。金融界一片哗然，是技术错误吗？是黑客攻击吗？是乌龙指吗？是内部人士操纵吗？</p><p>除了伯克希尔哈撒韦A类股暴跌外，还有其他股票也受到了影响。据统一证券行情协会(CTA)称，共有数十只股票受到了影响。其他涉及的知名股票包括<a href=\"https://laohu8.com/S/GOLD\">巴里克黄金</a>和NuScale电力公司。此外，<a href=\"https://laohu8.com/S/BMO\">蒙特利尔银行</a>、巴里克黄金等股票的跌幅也在98%左右。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/dcecf19324d1a5dfb38d74cb083e6475\" title=\"\" tg-width=\"351\" tg-height=\"550\"/></p><p>在混乱中，敏锐的交易者嗅到机会的味道。如果这次暴跌只是一个技术错误，那么股价很快就会恢复，这意味着巨大的利润空间。</p><p>很快，纽约证券交易发布紧急声明，称本次故障是由于涨停板和跌停板机制 CTA SIP 失效导致的。一会儿之后，<a href=\"https://laohu8.com/S/NYSE\">纽交所</a>更新说明称，已经修复了股票异常报价问题，受影响的股票已重新开盘或正在重新开盘。</p><p>但交易记录显示，在185.1美元这个价格，居然还成交了46股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5653e744b1489a03b75e45ea31aa75c\" title=\"\" tg-width=\"616\" tg-height=\"386\"/></p><p>这些敏锐的投资者，是不是因此而大发横财了呢？答案是否定的。</p><p>纽约证券交易所很快意识到这才是投资者关注的核心问题。在对这一技术故障进行调查的同时，还在邮件中写到，“由于技术问题导致的所有错误交易都将被撤销”，并宣布在特定时间段内，伯克希尔哈撒韦所有价格异常的交易都被裁定为无效。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/317be7a410e5a96e2e270c5524d5aae0\" title=\"\" tg-width=\"436\" tg-height=\"137\"/></p><p>随着问题的解决，市场逐渐恢复了正常，伯克希尔哈撒韦的股价也回到了它应有的水平。那些抓住机会的已成交的交易，虽然最终被宣布无效，但这些行动却仍然是华尔街新的传奇，让人们津津乐道——因为在金融市场，任何时候都有可能发生意外，而那些能够迅速反应、抓住机会的人，往往能够从中获得意想不到的收益。</p><p><strong>瑞穗证券乌龙指事件，有人爆赚20亿日元</strong></p><p>2005年12月8日，日本东京。本来是一个平凡的交易日，瑞穗证券的一名交易员接到了一个指令，要卖出一家上市第一天、名为J-Com的公司股票。</p><p>这名交易员坐在电脑前，手指在键盘上飞快地敲击，准备输入卖出指令。然而，一个微小的失误，却引发了一场金融风暴。他本应输入的是“1股以610,000日元的价格卖出”，却错误地输入成了“610,000股以1日元的价格卖出”。</p><p>这个指令立即被发送到了东京证券交易所，市场瞬间陷入了混乱。J-Com的股票价格从正常的价格瞬间暴跌到几乎为零，而瑞穗证券的这个错误指令，导致了市场上其他投资者的跟风式的恐慌性抛售。在短短的30分钟内，这个错误指令造成了瑞穗约400亿日元(约合3.9亿美元)的损失，全年的利润归零。</p><p>61万股卖单，这个数量甚至是J-com流通股数的42倍！单子一出，马上被市场上的日内交易牛散和部分机构投资者发现，一名叫“CIS”的投资者在跌停板上火速抢到了3300股，这是实际成交的量的25%，并最终凭借这3300股爆赚6亿日元。</p><p>有意思的是，这位“CIS”在2018年还与日本最大的出版商之一的Kadokawa株式会社合作，分享自己的投资心路。书名大意为：《能凭一己之力左右日经指数的男人的投资哲学》(The Investment Philosophy of Man Who Can Single-Handedly Move the Nikkei)。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b601040f15614ab669fdaafd24217f33\" title=\"\" tg-width=\"362\" tg-height=\"508\"/></p><p>在这次事件中最出名的还不是“CIS”，而是日本曾经2 chanel论坛上活跃、后来又在股民的谩骂声中销声匿迹了的“大神”BNF。</p><p>在事件发生的一瞬间，BNF的手更快，资金量更大，也抢到了更多，最终爆赚20亿日元，是CIS的三倍还多。直到乌龙指事件后一部分股票以现金交割，这部分投资者的真实姓名被打到公屏上，人们才知道，BNF的真名为小手川隆。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7ab1202f62d369eee7f1c900b7699b5\" title=\"\" tg-width=\"651\" tg-height=\"353\"/></p><p><strong>交易所运营的烂摊子，谁来收拾？</strong></p><p>交易所的技术稳定性对于维护市场秩序和保护投资者利益至关重要。在瑞穗证券的乌龙指中，东京证券交易所的交易系统就存在无法撤销交易的缺陷，因而对这起事件负关键责任。</p><p>具体来说，当瑞穗证券意识到这一错误并尝试取消交易时，东交所的系统未能识别取消指令，且东交所表示没有权限随意取消特定交易，必须按照规定的流程进行上报 。东京地方法院一审判决认为，东交所的交易系统存在缺陷，对于明显异常的交易没有进行停止交易的行为，具有重大过错。法院判决东交所应承担70%的责任，并赔偿瑞穗证券107亿日元。</p><p>瑞穗证券和东交所的案子最后上升到了东京高等法院， 东京高院二审维持了一审判决 。最终瑞穗认栽;而东京证券交易所除了赔款，还不得不斥巨资完善交易系统。</p><p>美国证券交易所的技术故障在历史上发生过多例：2013年8月22日，纳斯达克交易所因为技术问题导致了一系列交易延迟，影响了包括<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>在内的多家大型上市公司的股票交易。2014年8月24日，<a href=\"https://laohu8.com/S/CME\">芝加哥商品交易所</a>因为技术问题导致交易中断，影响了期货市场的正常交易……</p><p>这些技术故障事件，有些明显是监管不力和交易所运营的漏洞造成的，通常会导致市场混乱、投资者信心受损或者经济受损。但在处理技术故障问题上， 美国的证券交易所却可以“撤销重来”，这公平吗？</p></body></html>","source":"highlight_zhitongcaijin","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>每股185元的伯克希尔交易被宣告“无效”！但当年有日本投资者借此斩获20亿</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每股185元的伯克希尔交易被宣告“无效”！但当年有日本投资者借此斩获20亿\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-04 10:30 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1130548.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2024年6月3日，美股市场开了一个巨大的玩笑。开盘不久，伯克希尔哈撒韦，这家由投资大师沃伦·巴菲特掌管的、以稳健投资和卓越业绩闻名于世的大公司的A类股突然暴跌，跌幅达到了惊人的99.97%，股价从每股62万美元左右，瞬间跌至185.1美元。伯克希尔哈撒韦A类股，是华尔街价格最高的股票之一，是全球投资者心中稳定和财富的象征。然而，这种跌法，按照账面价值算，1万亿美元市值凭空蒸发，仅剩下2.6亿美元...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1130548.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","relate_stocks":{"IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0234570918.USD":"高盛全球核心股票组合Acc Close","BRK.B":"伯克希尔B","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","BK4550":"红杉资本持仓","BK4588":"碎股","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU1280957306.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQUITIES \"AUP\" (USD) INC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4581":"高盛持仓","LU0234572021.USD":"高盛美国核心股票组合Acc","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc 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ACC","BRK.A":"伯克希尔"},"source_url":"http://www.zhitongcaijing.com/content/detail/1130548.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2440429642","content_text":"2024年6月3日，美股市场开了一个巨大的玩笑。开盘不久，伯克希尔哈撒韦，这家由投资大师沃伦·巴菲特掌管的、以稳健投资和卓越业绩闻名于世的大公司的A类股突然暴跌，跌幅达到了惊人的99.97%，股价从每股62万美元左右，瞬间跌至185.1美元。伯克希尔哈撒韦A类股，是华尔街价格最高的股票之一，是全球投资者心中稳定和财富的象征。然而，这种跌法，按照账面价值算，1万亿美元市值凭空蒸发，仅剩下2.6亿美元。所有投资者都惊呆了，他们不敢相信自己的眼睛，纷纷开始检查自己的交易软件和网络连接。金融界一片哗然，是技术错误吗？是黑客攻击吗？是乌龙指吗？是内部人士操纵吗？除了伯克希尔哈撒韦A类股暴跌外，还有其他股票也受到了影响。据统一证券行情协会(CTA)称，共有数十只股票受到了影响。其他涉及的知名股票包括巴里克黄金和NuScale电力公司。此外，蒙特利尔银行、巴里克黄金等股票的跌幅也在98%左右。在混乱中，敏锐的交易者嗅到机会的味道。如果这次暴跌只是一个技术错误，那么股价很快就会恢复，这意味着巨大的利润空间。很快，纽约证券交易发布紧急声明，称本次故障是由于涨停板和跌停板机制 CTA SIP 失效导致的。一会儿之后，纽交所更新说明称，已经修复了股票异常报价问题，受影响的股票已重新开盘或正在重新开盘。但交易记录显示，在185.1美元这个价格，居然还成交了46股。这些敏锐的投资者，是不是因此而大发横财了呢？答案是否定的。纽约证券交易所很快意识到这才是投资者关注的核心问题。在对这一技术故障进行调查的同时，还在邮件中写到，“由于技术问题导致的所有错误交易都将被撤销”，并宣布在特定时间段内，伯克希尔哈撒韦所有价格异常的交易都被裁定为无效。随着问题的解决，市场逐渐恢复了正常，伯克希尔哈撒韦的股价也回到了它应有的水平。那些抓住机会的已成交的交易，虽然最终被宣布无效，但这些行动却仍然是华尔街新的传奇，让人们津津乐道——因为在金融市场，任何时候都有可能发生意外，而那些能够迅速反应、抓住机会的人，往往能够从中获得意想不到的收益。瑞穗证券乌龙指事件，有人爆赚20亿日元2005年12月8日，日本东京。本来是一个平凡的交易日，瑞穗证券的一名交易员接到了一个指令，要卖出一家上市第一天、名为J-Com的公司股票。这名交易员坐在电脑前，手指在键盘上飞快地敲击，准备输入卖出指令。然而，一个微小的失误，却引发了一场金融风暴。他本应输入的是“1股以610,000日元的价格卖出”，却错误地输入成了“610,000股以1日元的价格卖出”。这个指令立即被发送到了东京证券交易所，市场瞬间陷入了混乱。J-Com的股票价格从正常的价格瞬间暴跌到几乎为零，而瑞穗证券的这个错误指令，导致了市场上其他投资者的跟风式的恐慌性抛售。在短短的30分钟内，这个错误指令造成了瑞穗约400亿日元(约合3.9亿美元)的损失，全年的利润归零。61万股卖单，这个数量甚至是J-com流通股数的42倍！单子一出，马上被市场上的日内交易牛散和部分机构投资者发现，一名叫“CIS”的投资者在跌停板上火速抢到了3300股，这是实际成交的量的25%，并最终凭借这3300股爆赚6亿日元。有意思的是，这位“CIS”在2018年还与日本最大的出版商之一的Kadokawa株式会社合作，分享自己的投资心路。书名大意为：《能凭一己之力左右日经指数的男人的投资哲学》(The Investment Philosophy of Man Who Can Single-Handedly Move the Nikkei)。在这次事件中最出名的还不是“CIS”，而是日本曾经2 chanel论坛上活跃、后来又在股民的谩骂声中销声匿迹了的“大神”BNF。在事件发生的一瞬间，BNF的手更快，资金量更大，也抢到了更多，最终爆赚20亿日元，是CIS的三倍还多。直到乌龙指事件后一部分股票以现金交割，这部分投资者的真实姓名被打到公屏上，人们才知道，BNF的真名为小手川隆。交易所运营的烂摊子，谁来收拾？交易所的技术稳定性对于维护市场秩序和保护投资者利益至关重要。在瑞穗证券的乌龙指中，东京证券交易所的交易系统就存在无法撤销交易的缺陷，因而对这起事件负关键责任。具体来说，当瑞穗证券意识到这一错误并尝试取消交易时，东交所的系统未能识别取消指令，且东交所表示没有权限随意取消特定交易，必须按照规定的流程进行上报 。东京地方法院一审判决认为，东交所的交易系统存在缺陷，对于明显异常的交易没有进行停止交易的行为，具有重大过错。法院判决东交所应承担70%的责任，并赔偿瑞穗证券107亿日元。瑞穗证券和东交所的案子最后上升到了东京高等法院， 东京高院二审维持了一审判决 。最终瑞穗认栽;而东京证券交易所除了赔款，还不得不斥巨资完善交易系统。美国证券交易所的技术故障在历史上发生过多例：2013年8月22日，纳斯达克交易所因为技术问题导致了一系列交易延迟，影响了包括苹果、亚马逊在内的多家大型上市公司的股票交易。2014年8月24日，芝加哥商品交易所因为技术问题导致交易中断，影响了期货市场的正常交易……这些技术故障事件，有些明显是监管不力和交易所运营的漏洞造成的，通常会导致市场混乱、投资者信心受损或者经济受损。但在处理技术故障问题上， 美国的证券交易所却可以“撤销重来”，这公平吗？","news_type":1},"isVote":1,"tweetType":1,"viewCount":577,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":310000900460600,"gmtCreate":1716687920414,"gmtModify":1716687922399,"author":{"id":"3505422400270239","authorId":"3505422400270239","name":"奥利弗奎恩","avatar":"https://static.tigerbbs.com/1d10093840bffd285360202973949e33","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3505422400270239","authorIdStr":"3505422400270239"},"themes":[],"htmlText":"别慌","listText":"别慌","text":"别慌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/310000900460600","repostId":"2438052455","repostType":2,"repost":{"id":"2438052455","pubTimestamp":1716603685,"share":"https://www.laohu8.com/m/news/2438052455?lang=&edition=full","pubTime":"2024-05-25 10:21","market":"us","language":"zh","title":"缺电后是缺水？摩根大通：到2030年，数据中心每天将消耗4.5亿加仑的水","url":"https://stock-news.laohu8.com/highlight/detail?id=2438052455","media":"华尔街见闻","summary":"值得注意的是，摩根大通的研报在报告结尾部分强调：“尽管数据中心因大量的电力消耗而容易重点关注，但相对而言，数据中心的高耗水基本被忽视了，而这也是数据中心运营的基本特质。”研报说，到2030年，用水量可能会跃升至每天4.5亿加仑。研报指出：“考虑到范围1和范围2操作所需要的取水量，到2027年，要满足全球AI需求，数据中心相关的取水量可能达到42亿至66亿立方米，超过半个英国的年度总取水量。”","content":"<html><head></head><body><blockquote><p><strong>尽管AI数据中心对电力基础设施、供应链的需求已经引发投资热潮，但摩根大通研报表示，数据中心巨量的水消耗问题却相对被忽视，2030年每天用水量可能会达到4.5亿加仑。水资源稀缺的地区，数据中心的巨大用水需求可能引发竞争加剧，可能会影响水资源的可用性，甚至导致数据中心关闭。</strong></p></blockquote><p>AI狂潮仍在继续，由于不少华尔街大行预计本世纪末美国的生成式人工智能数据中心数量将爆发，各投资机构纷纷投资于“增强美国力量”（Powering up America）的主题，包括电网公司、铜、金、银和铀等大宗商品，以及人工智能芯片制造商。然而，水消耗的问题却相对而言被忽视了。</p><p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>的亚太股票研究部门最近公布题为《深入探讨电力、冷却、电网和ESG影响》（Deep Dive into Power, Cooling, Electric Grid and ESG implications）的研报，详细阐述了基础设施对人工智能发展的影响。文中专门介绍了人工智能数据中心对电力的消耗。同时，<a href=\"https://laohu8.com/S/GS\">高盛</a>此前也发现，在“下一代AI交易”飙升之际，弗吉尼亚州的商业电力需求大幅怎个假。</p><p>此外，即使是<a href=\"https://laohu8.com/S/BX\">黑石</a>集团首席执行官史蒂夫·施瓦茨曼（Steve Schwarzman）和<a href=\"https://laohu8.com/S/BLK\">贝莱德</a>董事长兼首席执行官拉里·芬克（Larry Fink）也纷纷加入电网和AI投资主题，因为未来几年内有很多上行空间——除非AI需求崩溃。</p><p>值得注意的是，摩根大通的研报在报告结尾部分强调：“尽管数据中心因大量的电力消耗而容易重点关注，但相对而言，数据中心的高耗水基本被忽视了，而这也是数据中心运营的基本特质。”</p><p>摩根大通引用Bluefield Research的数据在研报中指出，全球数据中心的总用水量（包括现场冷却和非现场发电）从2017年到2022年每年增长6%。<strong>研报说，到2030年，用水量可能会跃升至每天4.5亿加仑。这就相当于，每天大约需要681个奥运会标准的游泳池的淡水，来冷却全球数据中心。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3cfc190f9d9640eb43a49318120c8db4\" title=\"\" tg-width=\"1019\" tg-height=\"350\"/></p><p>研报介绍，数据中心的用水方式与碳排放类似，数据中心的用水也可以分为范围1、范围2和范围3。在这种情况下，范围1指的是用于现场服务器冷却的水，范围2指的是用于发电的场外用水。范围3被认为是服务器制造供应链用水。</p><p>具体而言，范围2的用水是数据中心与发电相关的间接用水。传统的热电厂（如燃煤电厂、天然气电厂等）加热水以产生蒸汽，蒸汽用于旋转涡轮机发电。水也用于冷却塔中的散热。值得注意的是，当使用热电时，数据中心的范围2用水足迹可能远大于范围1。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/0e06af657856d8b5954757a77ecb400e\" title=\"\" tg-width=\"1006\" tg-height=\"707\"/></p><p>研报指出：</p><blockquote><p>“考虑到范围1和范围2操作所需要的取水量，到2027年，要满足全球AI需求，数据中心相关的取水量可能达到42亿至66亿立方米，超过半个英国的年度总取水量。”</p></blockquote><p><strong>研报进一步指出，在水资源稀缺的地区，数据中心的巨大用水需求可能引发竞争加剧，可能会影响水资源的可用性，甚至导致数据中心关闭。</strong>“为了消除服务器产生的热量，每天有数百万加仑的水在冷却系统中蒸发，这是数据中心的大部分用水。”</p><p></p></body></html>","source":"wallstreetcn_hot_news","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>缺电后是缺水？摩根大通：到2030年，数据中心每天将消耗4.5亿加仑的水</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缺电后是缺水？摩根大通：到2030年，数据中心每天将消耗4.5亿加仑的水\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-25 10:21 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3715733><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>尽管AI数据中心对电力基础设施、供应链的需求已经引发投资热潮，但摩根大通研报表示，数据中心巨量的水消耗问题却相对被忽视，2030年每天用水量可能会达到4.5亿加仑。水资源稀缺的地区，数据中心的巨大用水需求可能引发竞争加剧，可能会影响水资源的可用性，甚至导致数据中心关闭。AI狂潮仍在继续，由于不少华尔街大行预计本世纪末美国的生成式人工智能数据中心数量将爆发，各投资机构纷纷投资于“增强美国力量”（...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3715733\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/a9f13e18841a9072543dfc1c786c3bef","relate_stocks":{"BK4581":"高盛持仓","SG9999002232.USD":"Allianz Global High Payout USD","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0310799852.SGD":"FTIF - Templeton Global Equity Income A MDIS SGD","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","SG9999002224.SGD":"Allianz Global High Payout SGD","LU1363072403.SGD":"Fidelity Global Financial Services A-ACC-SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","LU1670628061.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) INC","LU0320765489.SGD":"FTIF - Franklin Mutual US Value A Acc SGD","LU0496365809.HKD":"TEMPLETON GLOBAL INCOME \"A\" (HKD) INC (Q)","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","LU1032466523.USD":"高盛全球多资产收益组合Acc","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","LU0976567544.SGD":"FTIF - Templeton Global Income A Mdis SGD-H1","LU0971096721.USD":"富达环球金融服务 A","LU1267930490.SGD":"TEMPLETON GLOBAL EQUITY INCOME \"AS\" (SGD) INC A","BK4534":"瑞士信贷持仓","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0211326839.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) INC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4585":"ETF&股票定投概念","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU0882574139.USD":"富达环球消费行业基金A ACC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) 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INC","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","LU2023250504.SGD":"Allianz Thematica Cl AMg DIS H2-SGD"},"source_url":"https://wallstreetcn.com/articles/3715733","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2438052455","content_text":"尽管AI数据中心对电力基础设施、供应链的需求已经引发投资热潮，但摩根大通研报表示，数据中心巨量的水消耗问题却相对被忽视，2030年每天用水量可能会达到4.5亿加仑。水资源稀缺的地区，数据中心的巨大用水需求可能引发竞争加剧，可能会影响水资源的可用性，甚至导致数据中心关闭。AI狂潮仍在继续，由于不少华尔街大行预计本世纪末美国的生成式人工智能数据中心数量将爆发，各投资机构纷纷投资于“增强美国力量”（Powering up America）的主题，包括电网公司、铜、金、银和铀等大宗商品，以及人工智能芯片制造商。然而，水消耗的问题却相对而言被忽视了。摩根大通的亚太股票研究部门最近公布题为《深入探讨电力、冷却、电网和ESG影响》（Deep Dive into Power, Cooling, Electric Grid and ESG implications）的研报，详细阐述了基础设施对人工智能发展的影响。文中专门介绍了人工智能数据中心对电力的消耗。同时，高盛此前也发现，在“下一代AI交易”飙升之际，弗吉尼亚州的商业电力需求大幅怎个假。此外，即使是黑石集团首席执行官史蒂夫·施瓦茨曼（Steve Schwarzman）和贝莱德董事长兼首席执行官拉里·芬克（Larry Fink）也纷纷加入电网和AI投资主题，因为未来几年内有很多上行空间——除非AI需求崩溃。值得注意的是，摩根大通的研报在报告结尾部分强调：“尽管数据中心因大量的电力消耗而容易重点关注，但相对而言，数据中心的高耗水基本被忽视了，而这也是数据中心运营的基本特质。”摩根大通引用Bluefield Research的数据在研报中指出，全球数据中心的总用水量（包括现场冷却和非现场发电）从2017年到2022年每年增长6%。研报说，到2030年，用水量可能会跃升至每天4.5亿加仑。这就相当于，每天大约需要681个奥运会标准的游泳池的淡水，来冷却全球数据中心。研报介绍，数据中心的用水方式与碳排放类似，数据中心的用水也可以分为范围1、范围2和范围3。在这种情况下，范围1指的是用于现场服务器冷却的水，范围2指的是用于发电的场外用水。范围3被认为是服务器制造供应链用水。具体而言，范围2的用水是数据中心与发电相关的间接用水。传统的热电厂（如燃煤电厂、天然气电厂等）加热水以产生蒸汽，蒸汽用于旋转涡轮机发电。水也用于冷却塔中的散热。值得注意的是，当使用热电时，数据中心的范围2用水足迹可能远大于范围1。研报指出：“考虑到范围1和范围2操作所需要的取水量，到2027年，要满足全球AI需求，数据中心相关的取水量可能达到42亿至66亿立方米，超过半个英国的年度总取水量。”研报进一步指出，在水资源稀缺的地区，数据中心的巨大用水需求可能引发竞争加剧，可能会影响水资源的可用性，甚至导致数据中心关闭。“为了消除服务器产生的热量，每天有数百万加仑的水在冷却系统中蒸发，这是数据中心的大部分用水。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":564,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":304564418969904,"gmtCreate":1715391186712,"gmtModify":1715391580810,"author":{"id":"3505422400270239","authorId":"3505422400270239","name":"奥利弗奎恩","avatar":"https://static.tigerbbs.com/1d10093840bffd285360202973949e33","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3505422400270239","authorIdStr":"3505422400270239"},"themes":[],"htmlText":"靠","listText":"靠","text":"靠","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/304564418969904","repostId":"1182421713","repostType":2,"repost":{"id":"1182421713","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":1715389742,"share":"https://www.laohu8.com/m/news/1182421713?lang=&edition=full","pubTime":"2024-05-11 09:09","market":"us","language":"zh","title":"市场消息：苹果将把ChatGPT应用于iPhone","url":"https://stock-news.laohu8.com/highlight/detail?id=1182421713","media":"老虎资讯综合","summary":"苹果还与谷歌就授权使用其Gemini聊天机器人进行了谈判。","content":"<html><head></head><body><p>知情人士透露，苹果公司接近与OpenAI公司达成协议，将在iPhone上应用ChatGPT。消息称双方一直在敲定一项协议的条款，以便在苹果的下一代iPhone操作系统iOS 18中使用ChatGPT功能。</p><p>苹果还与谷歌就授权使用其Gemini聊天机器人进行了谈判。谈判正在进行中，尚未达成协议。（彭博）</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>市场消息：苹果将把ChatGPT应用于iPhone</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市场消息：苹果将把ChatGPT应用于iPhone\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\">2024-05-11 09:09</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>知情人士透露，苹果公司接近与OpenAI公司达成协议，将在iPhone上应用ChatGPT。消息称双方一直在敲定一项协议的条款，以便在苹果的下一代iPhone操作系统iOS 18中使用ChatGPT功能。</p><p>苹果还与谷歌就授权使用其Gemini聊天机器人进行了谈判。谈判正在进行中，尚未达成协议。（彭博）</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/275844f4baec1cdf60dd0a969b6b4fc3","relate_stocks":{"AAPL":"苹果"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1182421713","content_text":"知情人士透露，苹果公司接近与OpenAI公司达成协议，将在iPhone上应用ChatGPT。消息称双方一直在敲定一项协议的条款，以便在苹果的下一代iPhone操作系统iOS 18中使用ChatGPT功能。苹果还与谷歌就授权使用其Gemini聊天机器人进行了谈判。谈判正在进行中，尚未达成协议。（彭博）","news_type":1},"isVote":1,"tweetType":1,"viewCount":591,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":634920510,"gmtCreate":1647330785454,"gmtModify":1647330785454,"author":{"id":"3505422400270239","authorId":"3505422400270239","name":"奥利弗奎恩","avatar":"https://static.tigerbbs.com/1d10093840bffd285360202973949e33","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3505422400270239","authorIdStr":"3505422400270239"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$</a>明天破三","listText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$</a>明天破三","text":"$上证指数(000001.SH)$明天破三","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/634920510","isVote":1,"tweetType":1,"viewCount":1180,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":695068692,"gmtCreate":1641270677460,"gmtModify":1641270677460,"author":{"id":"3505422400270239","authorId":"3505422400270239","name":"奥利弗奎恩","avatar":"https://static.tigerbbs.com/1d10093840bffd285360202973949e33","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3505422400270239","authorIdStr":"3505422400270239"},"themes":[],"htmlText":"小编数学不好，大家都散了吧","listText":"小编数学不好，大家都散了吧","text":"小编数学不好，大家都散了吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/695068692","repostId":"2200476465","repostType":2,"repost":{"id":"2200476465","pubTimestamp":1641259036,"share":"https://www.laohu8.com/m/news/2200476465?lang=&edition=full","pubTime":"2022-01-04 09:17","market":"hk","language":"zh","title":"3万亿的苹果，香不香？","url":"https://stock-news.laohu8.com/highlight/detail?id=2200476465","media":"华尔街见闻","summary":"喜欢的人疯狂抢购，不喜欢的人冷眼旁观。","content":"<html><head></head><body><p>美东时间1月3日周一，苹果公司股价一度突破182.856美元，市值短暂突破3万亿美元，使其成为第一家市值达到3万亿美元的美国公司，<b>也是全球首家市值破3万亿美元公司。</b></p><p>当日苹果美股报收182.01美元，收涨2.5%。2021年，苹果股价累计上涨34%，是道琼斯工业平均指数涨幅最大的成份股。</p><p>据证券时报测算，<b>3万亿市值的苹果约等于5个腾讯，7个茅台，9个阿里；</b>按2020年GDP数据计算，<b>超过英国GDP（约2.7万亿美元），</b>仅此于美国、中国、日本、德国，<b>位列全球第五</b>。</p><p><b>苹果市值从一万亿到两万亿，花了两年时间，这次从两万亿到三万亿，只花了一年零五个月。与此同时，苹果股价涨幅也同样达到了惊人的252%。</b></p><p><img src=\"https://static.tigerbbs.com/4ae5a2d3e69a53078a3285428ede4ac8\" tg-width=\"554\" tg-height=\"420\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>当然，昔日的FAAMG公司也不甘落后。微软的市值约为2.5万亿美元，谷歌的市场估值略低于2万亿美元，亚马逊的市值约为1.75亿美元。</p><p><b>01</b></p><p><b>苹果市值突破3万亿，影响有多大？</b></p><p>虽然到收盘苹果涨幅略有收窄，收盘时市值略低于3万亿美元，但盘中的市值冲高仍然具有象征性的里程碑意义。</p><p><b>市值突破3万亿美元代表了投资者对苹果公司在过去几年业绩的认可，因为苹果在其所有的产品线上都有几个破纪录的季度的大增长。</b></p><p><b>3万亿美元的市值规模对整个美股市场都有明显的影响</b>，在标准普尔500指数中，苹果的权重是7%；同时，苹果离整个罗素2000指数的市值不远了，该指数目前市值约3.51万亿美元。</p><p><b>不光对市场影响巨大，反观苹果自身</b>，其在不到四年的时间里将估值提高了两倍而且分析师们认为还有很大的空间。</p><p>在2018年8月2日的盘中交易中，苹果成为第一家市值达到1万亿美元的美国上市公司。两年多后的2020年8月19日，它的估值就达到了2万亿美元。<b>2020年3月疫情低谷以来，苹果股价涨了三倍多，市值增长约2万亿美元。从1万亿到3万亿美元，用了不到3年半的时间。</b></p><p>苹果公司一路高歌猛进，众多苹果产业链公司也分得一杯羹。据证券时报，以表征苹果概念股走势的Wind苹果概念指数为例，该指数自2010年以来最近12年涨幅超过10倍，最近10年，该指数上涨近5倍。</p><p><img src=\"https://static.tigerbbs.com/64c9df48be5285c17b2667b9797cc7af\" tg-width=\"859\" tg-height=\"570\" referrerpolicy=\"no-referrer\" width=\"100%\" height=\"auto\"/></p><p>图源：证券时报</p><p><b>02</b></p><p><b>金融称王的背后：空前亮眼的财务数据和股票回购</b></p><p><b>1. 收入3658亿美元，刷新苹果纪录</b></p><p>在截止9月25日的2021财年中，苹果收入同比增长33%达到3658亿美元，刷新了苹果的最高纪录。</p><p>其中四季度营收833.6亿美元，同比增29%，至9月季度的公司史上最高。第四季度财报显示，<b>其所有产品类别都有年度增长</b>，<b>收入同比增长29%</b>。虽然iPhone仍然是最大的销售动力，但苹果的服务业务同比增长25.6%，在本季度实现了超过180亿美元的收入。同时，<b>苹果“抛弃”英特尔，用自研M1芯片后，Mac的业绩表现也不容小觑，</b>四季度Mac营收82.4亿美元，同比增16%，高于市场预期的80亿美元。</p><p>财务数据如此亮眼背后的原因除了自疫情大流行之后，居家生活与工作加大了对电子产品的需求之外，<b>更关键的原因是苹果成功建立起了一个多达10亿用户的生态系统，靠高利润的服务来收费。</b>并且系统一旦完备，接下来就可以顺理成章地加入其他服务项目，比如大热的自动驾驶和虚拟现实。</p><p>而且苹果公司也正在努力摆脱对明星产品iPhone的过多依赖，Apple Watch和 Apple AirTags等新设备的推出正在丰富苹果的整个产品线。</p><p>Gullane Capital Partners的管理合伙人Trip Miller表示：</p><blockquote>多年来苹果通过提供必备的硬件产品和配套的服务体系，至今依旧在讲述一个很有增长前景的故事，所以我认为并不应该在现在就抛售苹果股票。</blockquote><p><b>2. “回购大户”成主因</b></p><p><b>苹果本身的业务能力是推高其市值和股价的不二因素，</b>此外苹果长年累月的股票回购更是根本因素。</p><p>从2012年开始，苹果就开始踏上漫漫回购之路，随后在2017年彻底爆发。回购金额从当年的30亿美元涨至2018财年的730亿美元，而到此次2021财年，金额更是高达855亿美元。截止目前，苹果已斥资4670亿美元用于回购。</p><p>众所周知，回购可以减少市场上的股票流通数从而来提高股价和股票收益，而股价上涨之后再通过派息的方式返还给股东，形成一种正反馈。</p><p>所以按照这个逻辑来推断，苹果公司能够继续回购行为被认为是保障其估值和股价继续处于高位的关键因素。</p><p><b>03</b></p><p><b>分析师们怎么看？</b></p><p>有不少分析师认为苹果未来还有不少的发展空间。</p><p>2021年12月，摩根士丹利的Katy Huberty将该公司<b>对苹果的目标价格从164美元提高到200美元，</b>并维持相当于买入的评级，认为像虚拟现实和增强现实头盔这样的<b>新产品还未在股价中表现出来。</b></p><p>Huberty预计苹果应用商店的收入将超过摩根士丹利对该季度的预测，并预计苹果在12月季度的出货量将达到8300万台，比预期多300万台。</p><p>Wedbush的分析师Daniel Ives<b>周日表示，这个（市值）标志是一个 &#34;分水岭时刻&#34;</b>，但还有更多的增长空间，特别是Ives对苹果的服务业务的估值为1.5万亿美元。</p><p>TFI资产管理公司的分析师Ming-Chi Kuo在周一的报告中表示，苹果在假期中售出了2700万副最新款的AirPods，推动了苹果可穿戴设备业务在本季度同比增长20%。</p><p>MainStay Winslow Large Cap Growth Fund的联合投资经理Patrick Burton表示，<b>这个市值说明了苹果在未来5到10年的前景</b>，苹果稳定的iPhone专营权，以及来自服务和新产品的增长动力将持续支持苹果股价。</p><blockquote><b>（苹果）确实是一只伟大的成长股，而且估值是可持续的。</b></blockquote><p>对于投资者来说，面对近期市场的不确定性，苹果因为其强大的财务报表和现金流也成为投资者的一个安全的避风港，因为苹果将这些资金用于投资新产品、股票回购以及通过分红向股东返还资本。</p><p><b>部分人认为，苹果有能力持续回购</b>。研究机构Bernstein分析师Toni Sacconaghi预测，到2026年苹果将能够继续回购3%至4%的流通股。花旗银行分析师也表示，苹果或将在今年4月份通报股东回报计划时再宣布回购900亿美元股票，并将股息提高10%。</p><p>然而，<b>还有些看空的人认为</b>，苹果的业务增长预期并不能支撑其在金融市场继续驰骋。虽然苹果仍在持续推出新产品，但是对于iPhone的依赖并没有减少。路透社指出，虽然苹果旗下虚拟现实业务有望表现强劲，但是到2030年可能也只占据苹果总收入的4%，即使到2040年这些新兴业务也不太可能实现超过10亿的营收。</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>3万亿的苹果，香不香？</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\">\n3万亿的苹果，香不香？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-01-04 09:17 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/lmBUhE16vu8IdsYt-RMUHg><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>美东时间1月3日周一，苹果公司股价一度突破182.856美元，市值短暂突破3万亿美元，使其成为第一家市值达到3万亿美元的美国公司，也是全球首家市值破3万亿美元公司。当日苹果美股报收182.01美元，收涨2.5%。2021年，苹果股价累计上涨34%，是道琼斯工业平均指数涨幅最大的成份股。据证券时报测算，3万亿市值的苹果约等于5个腾讯，7个茅台，9个阿里；按2020年GDP数据计算，超过英国GDP（约...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/lmBUhE16vu8IdsYt-RMUHg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c8bf4565bc4c9ea6e0ff587a10365663","relate_stocks":{},"source_url":"https://mp.weixin.qq.com/s/lmBUhE16vu8IdsYt-RMUHg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2200476465","content_text":"美东时间1月3日周一，苹果公司股价一度突破182.856美元，市值短暂突破3万亿美元，使其成为第一家市值达到3万亿美元的美国公司，也是全球首家市值破3万亿美元公司。当日苹果美股报收182.01美元，收涨2.5%。2021年，苹果股价累计上涨34%，是道琼斯工业平均指数涨幅最大的成份股。据证券时报测算，3万亿市值的苹果约等于5个腾讯，7个茅台，9个阿里；按2020年GDP数据计算，超过英国GDP（约2.7万亿美元），仅此于美国、中国、日本、德国，位列全球第五。苹果市值从一万亿到两万亿，花了两年时间，这次从两万亿到三万亿，只花了一年零五个月。与此同时，苹果股价涨幅也同样达到了惊人的252%。当然，昔日的FAAMG公司也不甘落后。微软的市值约为2.5万亿美元，谷歌的市场估值略低于2万亿美元，亚马逊的市值约为1.75亿美元。01苹果市值突破3万亿，影响有多大？虽然到收盘苹果涨幅略有收窄，收盘时市值略低于3万亿美元，但盘中的市值冲高仍然具有象征性的里程碑意义。市值突破3万亿美元代表了投资者对苹果公司在过去几年业绩的认可，因为苹果在其所有的产品线上都有几个破纪录的季度的大增长。3万亿美元的市值规模对整个美股市场都有明显的影响，在标准普尔500指数中，苹果的权重是7%；同时，苹果离整个罗素2000指数的市值不远了，该指数目前市值约3.51万亿美元。不光对市场影响巨大，反观苹果自身，其在不到四年的时间里将估值提高了两倍而且分析师们认为还有很大的空间。在2018年8月2日的盘中交易中，苹果成为第一家市值达到1万亿美元的美国上市公司。两年多后的2020年8月19日，它的估值就达到了2万亿美元。2020年3月疫情低谷以来，苹果股价涨了三倍多，市值增长约2万亿美元。从1万亿到3万亿美元，用了不到3年半的时间。苹果公司一路高歌猛进，众多苹果产业链公司也分得一杯羹。据证券时报，以表征苹果概念股走势的Wind苹果概念指数为例，该指数自2010年以来最近12年涨幅超过10倍，最近10年，该指数上涨近5倍。图源：证券时报02金融称王的背后：空前亮眼的财务数据和股票回购1. 收入3658亿美元，刷新苹果纪录在截止9月25日的2021财年中，苹果收入同比增长33%达到3658亿美元，刷新了苹果的最高纪录。其中四季度营收833.6亿美元，同比增29%，至9月季度的公司史上最高。第四季度财报显示，其所有产品类别都有年度增长，收入同比增长29%。虽然iPhone仍然是最大的销售动力，但苹果的服务业务同比增长25.6%，在本季度实现了超过180亿美元的收入。同时，苹果“抛弃”英特尔，用自研M1芯片后，Mac的业绩表现也不容小觑，四季度Mac营收82.4亿美元，同比增16%，高于市场预期的80亿美元。财务数据如此亮眼背后的原因除了自疫情大流行之后，居家生活与工作加大了对电子产品的需求之外，更关键的原因是苹果成功建立起了一个多达10亿用户的生态系统，靠高利润的服务来收费。并且系统一旦完备，接下来就可以顺理成章地加入其他服务项目，比如大热的自动驾驶和虚拟现实。而且苹果公司也正在努力摆脱对明星产品iPhone的过多依赖，Apple Watch和 Apple AirTags等新设备的推出正在丰富苹果的整个产品线。Gullane Capital Partners的管理合伙人Trip Miller表示：多年来苹果通过提供必备的硬件产品和配套的服务体系，至今依旧在讲述一个很有增长前景的故事，所以我认为并不应该在现在就抛售苹果股票。2. “回购大户”成主因苹果本身的业务能力是推高其市值和股价的不二因素，此外苹果长年累月的股票回购更是根本因素。从2012年开始，苹果就开始踏上漫漫回购之路，随后在2017年彻底爆发。回购金额从当年的30亿美元涨至2018财年的730亿美元，而到此次2021财年，金额更是高达855亿美元。截止目前，苹果已斥资4670亿美元用于回购。众所周知，回购可以减少市场上的股票流通数从而来提高股价和股票收益，而股价上涨之后再通过派息的方式返还给股东，形成一种正反馈。所以按照这个逻辑来推断，苹果公司能够继续回购行为被认为是保障其估值和股价继续处于高位的关键因素。03分析师们怎么看？有不少分析师认为苹果未来还有不少的发展空间。2021年12月，摩根士丹利的Katy Huberty将该公司对苹果的目标价格从164美元提高到200美元，并维持相当于买入的评级，认为像虚拟现实和增强现实头盔这样的新产品还未在股价中表现出来。Huberty预计苹果应用商店的收入将超过摩根士丹利对该季度的预测，并预计苹果在12月季度的出货量将达到8300万台，比预期多300万台。Wedbush的分析师Daniel Ives周日表示，这个（市值）标志是一个 \"分水岭时刻\"，但还有更多的增长空间，特别是Ives对苹果的服务业务的估值为1.5万亿美元。TFI资产管理公司的分析师Ming-Chi Kuo在周一的报告中表示，苹果在假期中售出了2700万副最新款的AirPods，推动了苹果可穿戴设备业务在本季度同比增长20%。MainStay Winslow Large Cap Growth Fund的联合投资经理Patrick Burton表示，这个市值说明了苹果在未来5到10年的前景，苹果稳定的iPhone专营权，以及来自服务和新产品的增长动力将持续支持苹果股价。（苹果）确实是一只伟大的成长股，而且估值是可持续的。对于投资者来说，面对近期市场的不确定性，苹果因为其强大的财务报表和现金流也成为投资者的一个安全的避风港，因为苹果将这些资金用于投资新产品、股票回购以及通过分红向股东返还资本。部分人认为，苹果有能力持续回购。研究机构Bernstein分析师Toni Sacconaghi预测，到2026年苹果将能够继续回购3%至4%的流通股。花旗银行分析师也表示，苹果或将在今年4月份通报股东回报计划时再宣布回购900亿美元股票，并将股息提高10%。然而，还有些看空的人认为，苹果的业务增长预期并不能支撑其在金融市场继续驰骋。虽然苹果仍在持续推出新产品，但是对于iPhone的依赖并没有减少。路透社指出，虽然苹果旗下虚拟现实业务有望表现强劲，但是到2030年可能也只占据苹果总收入的4%，即使到2040年这些新兴业务也不太可能实现超过10亿的营收。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":691108814,"gmtCreate":1640143068541,"gmtModify":1640143068541,"author":{"id":"3505422400270239","authorId":"3505422400270239","name":"奥利弗奎恩","avatar":"https://static.tigerbbs.com/1d10093840bffd285360202973949e33","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3505422400270239","authorIdStr":"3505422400270239"},"themes":[],"htmlText":"叠起来","listText":"叠起来","text":"叠起来","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/691108814","repostId":"1174757687","repostType":2,"repost":{"id":"1174757687","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":1640142722,"share":"https://www.laohu8.com/m/news/1174757687?lang=&edition=full","pubTime":"2021-12-22 11:12","market":"us","language":"zh","title":"据SEC文件：特斯拉CEO马斯克进一步出售特斯拉股份","url":"https://stock-news.laohu8.com/highlight/detail?id=1174757687","media":"老虎资讯综合","summary":"马斯克11月8日以来累计出售约13484123股特斯拉股票，占其此前承诺股份数的79.09%。","content":"<p>据美国证交会文件：<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO马斯克于12月21日出售了583,611股股票，总价值5.28亿美元。</p>\n<p>同日，马斯克以6.24美元的价格行使2,088,955份期权。</p>\n<p>马斯克自11月8日以来累计出售约13484123股特斯拉股票，占其此前承诺股份数的79.09%。</p>\n<p><img src=\"https://static.tigerbbs.com/dd1ddff72c73b47a777b8bf71a012880\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>","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>据SEC文件：特斯拉CEO马斯克进一步出售特斯拉股份</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据SEC文件：特斯拉CEO马斯克进一步出售特斯拉股份\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\">2021-12-22 11:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>据美国证交会文件：<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO马斯克于12月21日出售了583,611股股票，总价值5.28亿美元。</p>\n<p>同日，马斯克以6.24美元的价格行使2,088,955份期权。</p>\n<p>马斯克自11月8日以来累计出售约13484123股特斯拉股票，占其此前承诺股份数的79.09%。</p>\n<p><img src=\"https://static.tigerbbs.com/dd1ddff72c73b47a777b8bf71a012880\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" height=\"auto\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9e3988a75d33e2b4f95370655c056098","relate_stocks":{"TSLA":"特斯拉"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1174757687","content_text":"据美国证交会文件：特斯拉CEO马斯克于12月21日出售了583,611股股票，总价值5.28亿美元。\n同日，马斯克以6.24美元的价格行使2,088,955份期权。\n马斯克自11月8日以来累计出售约13484123股特斯拉股票，占其此前承诺股份数的79.09%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1665,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":604422269,"gmtCreate":1639440595048,"gmtModify":1639440595048,"author":{"id":"3505422400270239","authorId":"3505422400270239","name":"奥利弗奎恩","avatar":"https://static.tigerbbs.com/1d10093840bffd285360202973949e33","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3505422400270239","authorIdStr":"3505422400270239"},"themes":[],"htmlText":"英特尔雄起","listText":"英特尔雄起","text":"英特尔雄起","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/604422269","repostId":"2191987684","repostType":2,"repost":{"id":"2191987684","pubTimestamp":1639438494,"share":"https://www.laohu8.com/m/news/2191987684?lang=&edition=full","pubTime":"2021-12-14 07:34","market":"hk","language":"zh","title":"英特尔进军元宇宙的第一步：“借用”芯片","url":"https://stock-news.laohu8.com/highlight/detail?id=2191987684","media":"新浪科技","summary":"新浪科技讯 北京时间12月14日早间消息，英特尔高管首次发表公司“元宇宙”战略时透露，公司正在开发一款软件，可帮助笔记本借用其它设备的计算力，甚至可以借用竞争对手的芯片。元宇宙需要强大的计算力，Nvidia、高通可能会成为受益者。在最近的RealTime Conference会议上，英特尔加速计算系统及图形集团主管Raja Koduri透露说，英特尔进入元宇宙领域的第一款产品是软件，软件可以借用已有、未用设备的计算力。","content":"<html><body><p>\n<figure>\n<img h=\"419\" src=\"http://n.sinaimg.cn/tech/transform/249/w630h419/20211214/05d4-8893d72d90fd00b07817b6da814005f4.png\" w=\"630\"/>\n<h2></h2>\n</figure>\n</p><p><a href=\"https://laohu8.com/S/SINA\">新浪</a>科技讯 北京时间12月14日早间消息，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>高管首次发表公司“元宇宙”战略时透露，公司正在开发一款软件，可帮助笔记本借用其它设备的计算力，甚至可以借用竞争对手的芯片。</p>\n<p>元宇宙需要强大的计算力，Nvidia、<a href=\"https://laohu8.com/S/QCOM\">高通</a>可能会成为受益者。在最近的RealTime Conference会议上，英特尔加速计算系统及图形集团主管Raja Koduri透露说，英特尔进入元宇宙领域的第一款产品是软件，软件可以借用已有、未用设备的计算力。</p>\n<div sax-type=\"proxy\"></div><p>例如，如果游戏玩家在笔记本上玩图形任务很重的游戏，系统芯片就会承受很大压力，如果另一个房间有一台没有使用的游戏PC，软件可以侦测到，然后就会通过家庭网络借用计算力，这样游戏体验会更好。</p>\n<p>Raja Koduri说：“我们在设计所有层的架构时考虑到一点，即每个人的硬件都能接入，只要它符合行业标准就可以。我们构建的一切将涉及到大量开源工作。”</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>英特尔进军元宇宙的第一步：“借用”芯片</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英特尔进军元宇宙的第一步：“借用”芯片\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-12-14 07:34 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.sina.cn/it/2021-12-14/detail-ikyakumx3989855.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12月14日早间消息，英特尔高管首次发表公司“元宇宙”战略时透露，公司正在开发一款软件，可帮助笔记本借用其它设备的计算力，甚至可以借用竞争对手的芯片。\n元宇宙需要强大的计算力，Nvidia、高通可能会成为受益者。在最近的RealTime Conference会议上，英特尔加速计算系统及图形集团主管Raja Koduri透露说，英特尔进入元宇宙领域的第一款产品是软件，软件可以借用...</p>\n\n<a href=\"https://tech.sina.cn/it/2021-12-14/detail-ikyakumx3989855.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/tech/transform/667/w400h267/20211214/e914-229f921eb29db5248e5b44c5efc9fb7c.png/w120h90l50t12b0.jpg","relate_stocks":{},"source_url":"https://tech.sina.cn/it/2021-12-14/detail-ikyakumx3989855.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2191987684","content_text":"新浪科技讯 北京时间12月14日早间消息，英特尔高管首次发表公司“元宇宙”战略时透露，公司正在开发一款软件，可帮助笔记本借用其它设备的计算力，甚至可以借用竞争对手的芯片。\n元宇宙需要强大的计算力，Nvidia、高通可能会成为受益者。在最近的RealTime Conference会议上，英特尔加速计算系统及图形集团主管Raja Koduri透露说，英特尔进入元宇宙领域的第一款产品是软件，软件可以借用已有、未用设备的计算力。\n例如，如果游戏玩家在笔记本上玩图形任务很重的游戏，系统芯片就会承受很大压力，如果另一个房间有一台没有使用的游戏PC，软件可以侦测到，然后就会通过家庭网络借用计算力，这样游戏体验会更好。\nRaja Koduri说：“我们在设计所有层的架构时考虑到一点，即每个人的硬件都能接入，只要它符合行业标准就可以。我们构建的一切将涉及到大量开源工作。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":1762,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608703503,"gmtCreate":1638785637893,"gmtModify":1638785637893,"author":{"id":"3505422400270239","authorId":"3505422400270239","name":"奥利弗奎恩","avatar":"https://static.tigerbbs.com/1d10093840bffd285360202973949e33","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3505422400270239","authorIdStr":"3505422400270239"},"themes":[],"htmlText":"踩点卖出","listText":"踩点卖出","text":"踩点卖出","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/608703503","repostId":"1177055716","repostType":2,"repost":{"id":"1177055716","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":1638784306,"share":"https://www.laohu8.com/m/news/1177055716?lang=&edition=full","pubTime":"2021-12-06 17:51","market":"other","language":"zh","title":"【异动】英伟达盘前跌超3%，黄仁勋于上周出售股份","url":"https://stock-news.laohu8.com/highlight/detail?id=1177055716","media":"老虎资讯综合","summary":"12月6日，英伟达盘前跌超3%，黄仁勋于上周出售44万股股份，总价值约1.4亿美元。\n根据美国证券交易委员会（SEC）披露的文件，12月1日，英伟达总裁，CEO黄仁勋行使期权购买了44万份期权，行权价","content":"<p>12月6日，英伟达盘前跌超3%，黄仁勋于上周出售44万股股份，总价值约1.4亿美元。</p>\n<p>根据美国证券交易委员会（SEC）披露的文件，12月1日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>总裁，CEO黄仁勋行使期权购买了44万份期权，行权价为3.615美元，再以每股326.16美元出售44万股英伟达股份，价值约1.4亿美元。<img src=\"https://static.tigerbbs.com/d198de71cbc1bc4a14e45b42d8d6fba6\" tg-width=\"872\" tg-height=\"619\" referrerpolicy=\"no-referrer\"></p>","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>【异动】英伟达盘前跌超3%，黄仁勋于上周出售股份</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 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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【异动】英伟达盘前跌超3%，黄仁勋于上周出售股份\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\">2021-12-06 17:51</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>12月6日，英伟达盘前跌超3%，黄仁勋于上周出售44万股股份，总价值约1.4亿美元。</p>\n<p>根据美国证券交易委员会（SEC）披露的文件，12月1日，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>总裁，CEO黄仁勋行使期权购买了44万份期权，行权价为3.615美元，再以每股326.16美元出售44万股英伟达股份，价值约1.4亿美元。<img src=\"https://static.tigerbbs.com/d198de71cbc1bc4a14e45b42d8d6fba6\" tg-width=\"872\" tg-height=\"619\" referrerpolicy=\"no-referrer\"></p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"NVDA":"英伟达"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1177055716","content_text":"12月6日，英伟达盘前跌超3%，黄仁勋于上周出售44万股股份，总价值约1.4亿美元。\n根据美国证券交易委员会（SEC）披露的文件，12月1日，英伟达总裁，CEO黄仁勋行使期权购买了44万份期权，行权价为3.615美元，再以每股326.16美元出售44万股英伟达股份，价值约1.4亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1545,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":608468294,"gmtCreate":1638780333226,"gmtModify":1638780333226,"author":{"id":"3505422400270239","authorId":"3505422400270239","name":"奥利弗奎恩","avatar":"https://static.tigerbbs.com/1d10093840bffd285360202973949e33","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3505422400270239","authorIdStr":"3505422400270239"},"themes":[],"htmlText":"<a 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href=\"https://laohu8.com/S/TSLA\">特斯拉</a>CEO马斯克于12月21日出售了583,611股股票，总价值5.28亿美元。</p>\n<p>同日，马斯克以6.24美元的价格行使2,088,955份期权。</p>\n<p>马斯克自11月8日以来累计出售约13484123股特斯拉股票，占其此前承诺股份数的79.09%。</p>\n<p><img src=\"https://static.tigerbbs.com/dd1ddff72c73b47a777b8bf71a012880\" tg-width=\"840\" tg-height=\"470\" width=\"100%\" 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