Ricci_0175的个人主页 - 老虎社区

Ricci_0175

Ricci_0175

暂无个人介绍

IP属地：浙江

25关注

0粉丝

0主题

0勋章

2021-01-27

MCN是什么解释一下可以吗

《B站流量生态白皮书》：23%的B站up主已团队化，近半不考虑签约MCN

2021-08-05

$哔哩哔哩(BILI)$中国的disney不会轻易狗带的

06-27

别再报什么法拉利了真是破烂影响阅读

盘前异动｜热门中概股普跌，小鹏汽车跌超4%；美光科技绩后大跌7%

2021-11-19

$哔哩哔哩(BILI)$睿智的操作！

08-27

想多了破烂分析师不会太影响股价的

@XXY2025:SMCI的股价下跌可能与同期英伟达股价的大跌有关。而 $英伟达(NVDA)$ 股价下跌是因为花旗银行取消了对其的"催化剂观察"评级,并下调了业绩预估,主要原因是 Blackwell 延迟。根据超微电脑公司(SMCI)的CEO Charles Liang在财报电话会议上的讲话,英伟达Blackwell AI GPU的延迟对SMCI的整体影响并不大$拼多多(PDD)$ $西锐(02507)$$苹果(AAPL)$ $美特尔(5DX.SI)$

08-12

这货从2018年就开始看空了

知名“大空头”警告：美股或面临双重打击

05-30

腾讯真是良心！那些发债活该跌！

腾讯控股：5月30日斥资约10亿港元回购272万股

2021-09-18

做技术的创始人还行

与英伟达“硬刚”的芯片人

2021-06-23

goubi董明珠

抱歉，原内容已删除

2021-06-23

goubi

抱歉，原内容已删除

2021-06-23

**董明珠

抱歉，原内容已删除

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3517338624162119","uuid":"3517338624162119","gmtCreate":1554244604192,"gmtModify":1554244604192,"name":"Ricci_0175","pinyin":"ricci0175ricci0175","introduction":"","introductionEn":null,"signature":"","avatar":"https://static.tigerbbs.com/a81cbd6095767acf4cc9b9bb73f4f561","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":25,"tweetSize":13,"questionSize":0,"limitLevel":999,"accountStatus":3,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":0,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.09.24","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001}],"userBadgeCount":1,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":1,"crmLevelSwitch":0,"location":"浙江","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"hot","tweets":[{"id":342965320818824,"gmtCreate":1724750191338,"gmtModify":1724750193003,"author":{"id":"3517338624162119","authorId":"3517338624162119","name":"Ricci_0175","avatar":"https://static.tigerbbs.com/a81cbd6095767acf4cc9b9bb73f4f561","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517338624162119","authorIdStr":"3517338624162119"},"themes":[],"htmlText":"想多了 破烂分析师不会太影响股价的&nbsp;","listText":"想多了 破烂分析师不会太影响股价的&nbsp;","text":"想多了 破烂分析师不会太影响股价的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342965320818824","repostId":"342944600162528","repostType":1,"repost":{"id":342944600162528,"gmtCreate":1724745157020,"gmtModify":1724813671767,"author":{"id":"3529999679251239","authorId":"3529999679251239","name":"XXY2025","avatar":"https://static.tigerbbs.com/39285fde802a1d945ab4584b9d085ab4","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3529999679251239","authorIdStr":"3529999679251239"},"themes":[],"htmlText":"SMCI的股价下跌可能与同期英伟达股价的大跌有关。 而 $英伟达(NVDA)$ 股价下跌是因为花旗银行取消了对其的\"催化剂观察\"评级,并下调了业绩预估,主要原因是 Blackwell 延迟。 根据超微电脑公司(SMCI)的CEO Charles Liang在财报电话会议上的讲话,英伟达Blackwell AI GPU的延迟对SMCI的整体影响并不大<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> <a href=\"https://laohu8.com/S/02507\">$西锐(02507)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> <a href=\"https://laohu8.com/S/5DX.SI\">$美特尔(5DX.SI)$</a>&nbsp;","listText":"SMCI的股价下跌可能与同期英伟达股价的大跌有关。 而 $英伟达(NVDA)$ 股价下跌是因为花旗银行取消了对其的\"催化剂观察\"评级,并下调了业绩预估,主要原因是 Blackwell 延迟。 根据超微电脑公司(SMCI)的CEO Charles Liang在财报电话会议上的讲话,英伟达Blackwell AI GPU的延迟对SMCI的整体影响并不大<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> <a href=\"https://laohu8.com/S/02507\">$西锐(02507)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> <a href=\"https://laohu8.com/S/5DX.SI\">$美特尔(5DX.SI)$</a>&nbsp;","text":"SMCI的股价下跌可能与同期英伟达股价的大跌有关。 而 $英伟达(NVDA)$ 股价下跌是因为花旗银行取消了对其的\"催化剂观察\"评级,并下调了业绩预估,主要原因是 Blackwell 延迟。 根据超微电脑公司(SMCI)的CEO Charles Liang在财报电话会议上的讲话,英伟达Blackwell AI GPU的延迟对SMCI的整体影响并不大$拼多多(PDD)$ $西锐(02507)$$苹果(AAPL)$ $美特尔(5DX.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342944600162528","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337651729768472,"gmtCreate":1723466538664,"gmtModify":1723466540442,"author":{"id":"3517338624162119","authorId":"3517338624162119","name":"Ricci_0175","avatar":"https://static.tigerbbs.com/a81cbd6095767acf4cc9b9bb73f4f561","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517338624162119","authorIdStr":"3517338624162119"},"themes":[],"htmlText":"这货从2018年就开始看空了","listText":"这货从2018年就开始看空了","text":"这货从2018年就开始看空了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/337651729768472","repostId":"2458609151","repostType":2,"repost":{"id":"2458609151","kind":"highlight","pubTimestamp":1723462095,"share":"https://www.laohu8.com/m/news/2458609151?lang=&edition=full","pubTime":"2024-08-12 19:28","market":"us","language":"zh","title":"知名“大空头”警告：美股或面临双重打击","url":"https://stock-news.laohu8.com/highlight/detail?id=2458609151","media":"金十数据","summary":"分析师指出，虽然债券市场已经调整以反映美联储“落后于曲线”的风险，但股市估值尚未完全体现这一风险。","content":"<html><head></head><body><blockquote><p>分析师指出，虽然债券市场已经调整以反映美联储“落后于曲线”的风险，但股市估值尚未完全体现这一风险。</p></blockquote><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>策略师迈克尔·威尔逊（Michael Wilson）表示，<strong>经济不确定性增加和企业盈利预测疲软的双重打击可能会限制股市的涨幅。</strong></p><p>这位策略师表示，他预计<a href=\"https://laohu8.com/S/161125\">标普500</a>指数（SPX）将在5000点至5400点之间波动，因宏观经济数据短期内并未给出清晰的增长信号。<strong>该区间的上限意味着标普500指数将仅从当前水平仅上涨1%，而下限则意味着下跌6.4%。</strong>威尔逊在去年之前一直是美股中最著名的看空声音之一。</p><p>此外，威尔逊在一份报告中写道，由于季节性疲弱，分析师们下调盈利预期的数量预计将超过上调的数量，“这也是第三季度通常是最具挑战性的原因之一”。</p><p>过去一个月，美股投资者因担心美联储未能及时降息以防止经济衰退而波动。尽管标普500指数已收复了上周大部分跌幅，但仍较7月中旬创下的纪录高位低近6%。市场焦点现在转向周三的关键消费者物价报告。</p><p>尽管第二季度财报季表现乐观，但增长担忧削弱了市场的乐观情绪。<strong>标普500指数成分股公司有望实现13%的利润增长，这是自2021年以来最强劲的增长。</strong>然而，超过销售预期的企业比例为2019年以来最低，加剧了对利润边际韧性的担忧。</p><p>在报告中，威尔逊表示，<strong>虽然债券市场已经调整以反映美联储“落后于曲线”的风险，但股市估值尚未完全体现这一风险。</strong>这位策略师重申了他对所谓防御性股票的偏好，这类股票拥有稳健的盈利前景和强大的资产负债表。</p><p>作为今年为数不多的持续看空股市的声音之一，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>的策略师团队也表示，他们预计未来几个月股市前景将喜忧参半。</p><p>由米斯拉夫·马泰卡（Mislav Matejka）领导的团队在一份报告中写道：“美联储将开始降息，但这可能不会推动股市持续上涨，因为这些降息可能被视为反应性的，并且落后于经济形势的变化。”</p></body></html>","source":"xnew_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>知名“大空头”警告：美股或面临双重打击</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知名“大空头”警告：美股或面临双重打击\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-12 19:28 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/webapp/details.html?id=145642&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>分析师指出，虽然债券市场已经调整以反映美联储“落后于曲线”的风险，但股市估值尚未完全体现这一风险。摩根士丹利策略师迈克尔·威尔逊（Michael Wilson）表示，经济不确定性增加和企业盈利预测疲软的双重打击可能会限制股市的涨幅。这位策略师表示，他预计标普500指数（SPX）将在5000点至5400点之间波动，因宏观经济数据短期内并未给出清晰的增长信号。该区间的上限意味着标普500指数将仅从当前...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=145642&type=news&data_type=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/42640830543967a1b4a5ace6eab679c6","relate_stocks":{"BK4559":"巴菲特持仓","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓",".DJI":"道琼斯","BK4550":"红杉资本持仓","BK4581":"高盛持仓","BK4588":"碎股","BK4504":"桥水持仓",".IXIC":"NASDAQ Composite"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=145642&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2458609151","content_text":"分析师指出，虽然债券市场已经调整以反映美联储“落后于曲线”的风险，但股市估值尚未完全体现这一风险。摩根士丹利策略师迈克尔·威尔逊（Michael Wilson）表示，经济不确定性增加和企业盈利预测疲软的双重打击可能会限制股市的涨幅。这位策略师表示，他预计标普500指数（SPX）将在5000点至5400点之间波动，因宏观经济数据短期内并未给出清晰的增长信号。该区间的上限意味着标普500指数将仅从当前水平仅上涨1%，而下限则意味着下跌6.4%。威尔逊在去年之前一直是美股中最著名的看空声音之一。此外，威尔逊在一份报告中写道，由于季节性疲弱，分析师们下调盈利预期的数量预计将超过上调的数量，“这也是第三季度通常是最具挑战性的原因之一”。过去一个月，美股投资者因担心美联储未能及时降息以防止经济衰退而波动。尽管标普500指数已收复了上周大部分跌幅，但仍较7月中旬创下的纪录高位低近6%。市场焦点现在转向周三的关键消费者物价报告。尽管第二季度财报季表现乐观，但增长担忧削弱了市场的乐观情绪。标普500指数成分股公司有望实现13%的利润增长，这是自2021年以来最强劲的增长。然而，超过销售预期的企业比例为2019年以来最低，加剧了对利润边际韧性的担忧。在报告中，威尔逊表示，虽然债券市场已经调整以反映美联储“落后于曲线”的风险，但股市估值尚未完全体现这一风险。这位策略师重申了他对所谓防御性股票的偏好，这类股票拥有稳健的盈利前景和强大的资产负债表。作为今年为数不多的持续看空股市的声音之一，摩根大通的策略师团队也表示，他们预计未来几个月股市前景将喜忧参半。由米斯拉夫·马泰卡（Mislav Matejka）领导的团队在一份报告中写道：“美联储将开始降息，但这可能不会推动股市持续上涨，因为这些降息可能被视为反应性的，并且落后于经济形势的变化。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321370514911296,"gmtCreate":1719479158976,"gmtModify":1719479160838,"author":{"id":"3517338624162119","authorId":"3517338624162119","name":"Ricci_0175","avatar":"https://static.tigerbbs.com/a81cbd6095767acf4cc9b9bb73f4f561","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517338624162119","authorIdStr":"3517338624162119"},"themes":[],"htmlText":"别再报什么法拉利了 真是破烂影响阅读","listText":"别再报什么法拉利了 真是破烂影响阅读","text":"别再报什么法拉利了 真是破烂影响阅读","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321370514911296","repostId":"1169058469","repostType":2,"repost":{"id":"1169058469","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1719475261,"share":"https://www.laohu8.com/m/news/1169058469?lang=&edition=full","pubTime":"2024-06-27 16:01","market":"us","language":"zh","title":"盘前异动｜热门中概股普跌，小鹏汽车跌超4%；美光科技绩后大跌7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1169058469","media":"老虎资讯综合","summary":"热门中概股盘前普跌，$小鹏汽车$跌超4%，$理想汽车$跌超2%，$拼多多$、$京东$、$哔哩哔哩$、$蔚来$跌超1%；$英伟达$跌近2%，股东大会未能提振市场对公司的信心；$美光科技$盘前跌7%，Q3营收猛增82%，但业绩预期未能震撼华尔街；$黑莓$盘前涨超4%，第一财季营收1.44亿美元，超市场预期；$李维斯$盘前跌近15%，第二季度营收14.4亿美元，不及市场预期；$法拉第未来$盘前续涨近17%，该股昨日大幅收涨73%。","content":"<html><head></head><body><p>6月27日，美股三大股指期货小幅走低，截止发稿，道指期货跌0.14%，纳指期货跌0.3%，标普500指数期货跌0.19%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e017c35c359aec2ff1243df3cbeeb29\" title=\"\" tg-width=\"421\" tg-height=\"198\"/></p><p>热门中概股盘前普跌，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超4%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超2%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌超1%；</p><p>半导体板块盘前多数走低，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌近2%，<a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>、<a href=\"https://laohu8.com/S/ARM\">ARM</a>跌超1%；</p><p><a href=\"https://laohu8.com/S/MU\">美光科技</a>盘前跌7%，Q3营收猛增82%，但业绩预期未能震撼华尔街；</p><p><a href=\"https://laohu8.com/S/BB\">黑莓</a>盘前涨超4%，第一财季营收1.44亿美元，超市场预期；</p><p><a href=\"https://laohu8.com/S/LEVI\">李维斯</a>盘前跌近15%，第二季度营收14.4亿美元，不及市场预期；</p><p><a href=\"https://laohu8.com/S/FFIE\">法拉第未来</a>盘前续涨17%，该股昨日大幅收涨73%；</p><p><a href=\"https://laohu8.com/S/IP\">国际纸业</a>盘前跌超15%，消息面：纸浆巨头书赞桉诺表示放弃对其收购。</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>盘前异动｜热门中概股普跌，小鹏汽车跌超4%；美光科技绩后大跌7%</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盘前异动｜热门中概股普跌，小鹏汽车跌超4%；美光科技绩后大跌7%\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\">2024-06-27 16:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月27日，美股三大股指期货小幅走低，截止发稿，道指期货跌0.14%，纳指期货跌0.3%，标普500指数期货跌0.19%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e017c35c359aec2ff1243df3cbeeb29\" title=\"\" tg-width=\"421\" tg-height=\"198\"/></p><p>热门中概股盘前普跌，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超4%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超2%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌超1%；</p><p>半导体板块盘前多数走低，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌近2%，<a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>、<a href=\"https://laohu8.com/S/ARM\">ARM</a>跌超1%；</p><p><a href=\"https://laohu8.com/S/MU\">美光科技</a>盘前跌7%，Q3营收猛增82%，但业绩预期未能震撼华尔街；</p><p><a href=\"https://laohu8.com/S/BB\">黑莓</a>盘前涨超4%，第一财季营收1.44亿美元，超市场预期；</p><p><a href=\"https://laohu8.com/S/LEVI\">李维斯</a>盘前跌近15%，第二季度营收14.4亿美元，不及市场预期；</p><p><a href=\"https://laohu8.com/S/FFIE\">法拉第未来</a>盘前续涨17%，该股昨日大幅收涨73%；</p><p><a href=\"https://laohu8.com/S/IP\">国际纸业</a>盘前跌超15%，消息面：纸浆巨头书赞桉诺表示放弃对其收购。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"NIO":"蔚来","BILI":"哔哩哔哩","LI":"理想汽车","XPEV":"小鹏汽车","NIO.SI":"蔚来","PDD":"拼多多","09868":"小鹏汽车-W","NVDA":"英伟达","BB":"黑莓","JD":"京东","MU":"美光科技","TTTN":"老虎中美互联网巨头ETF","LEVI":"李维斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169058469","content_text":"6月27日，美股三大股指期货小幅走低，截止发稿，道指期货跌0.14%，纳指期货跌0.3%，标普500指数期货跌0.19%。热门中概股盘前普跌，小鹏汽车跌超4%，理想汽车跌超2%，拼多多、京东、哔哩哔哩、蔚来跌超1%；半导体板块盘前多数走低，英伟达跌近2%，超微电脑、ARM跌超1%；美光科技盘前跌7%，Q3营收猛增82%，但业绩预期未能震撼华尔街；黑莓盘前涨超4%，第一财季营收1.44亿美元，超市场预期；李维斯盘前跌近15%，第二季度营收14.4亿美元，不及市场预期；法拉第未来盘前续涨17%，该股昨日大幅收涨73%；国际纸业盘前跌超15%，消息面：纸浆巨头书赞桉诺表示放弃对其收购。","news_type":1},"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311450457563400,"gmtCreate":1717064674289,"gmtModify":1717064676098,"author":{"id":"3517338624162119","authorId":"3517338624162119","name":"Ricci_0175","avatar":"https://static.tigerbbs.com/a81cbd6095767acf4cc9b9bb73f4f561","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517338624162119","authorIdStr":"3517338624162119"},"themes":[],"htmlText":"腾讯真是良心！ 那些发债活该跌 ！","listText":"腾讯真是良心！ 那些发债活该跌 ！","text":"腾讯真是良心！ 那些发债活该跌 ！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311450457563400","repostId":"1189795836","repostType":2,"isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876171680,"gmtCreate":1637286294979,"gmtModify":1637286294979,"author":{"id":"3517338624162119","authorId":"3517338624162119","name":"Ricci_0175","avatar":"https://static.tigerbbs.com/a81cbd6095767acf4cc9b9bb73f4f561","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517338624162119","authorIdStr":"3517338624162119"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>睿智的操作 ！","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>睿智的操作 ！","text":"$哔哩哔哩(BILI)$睿智的操作 ！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876171680","isVote":1,"tweetType":1,"viewCount":1056,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":884751402,"gmtCreate":1631936536906,"gmtModify":1631936536906,"author":{"id":"3517338624162119","authorId":"3517338624162119","name":"Ricci_0175","avatar":"https://static.tigerbbs.com/a81cbd6095767acf4cc9b9bb73f4f561","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517338624162119","authorIdStr":"3517338624162119"},"themes":[],"htmlText":"做技术的创始人还行","listText":"做技术的创始人还行","text":"做技术的创始人还行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/884751402","repostId":"1129672449","repostType":4,"isVote":1,"tweetType":1,"viewCount":1479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":899851934,"gmtCreate":1628174876828,"gmtModify":1628174876828,"author":{"id":"3517338624162119","authorId":"3517338624162119","name":"Ricci_0175","avatar":"https://static.tigerbbs.com/a81cbd6095767acf4cc9b9bb73f4f561","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517338624162119","authorIdStr":"3517338624162119"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>中国的disney不会轻易狗带的","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>中国的disney不会轻易狗带的","text":"$哔哩哔哩(BILI)$中国的disney不会轻易狗带的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899851934","isVote":1,"tweetType":1,"viewCount":1712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":121052683,"gmtCreate":1624446087242,"gmtModify":1624446087242,"author":{"id":"3517338624162119","authorId":"3517338624162119","name":"Ricci_0175","avatar":"https://static.tigerbbs.com/a81cbd6095767acf4cc9b9bb73f4f561","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517338624162119","authorIdStr":"3517338624162119"},"themes":[],"htmlText":"goubi董明珠","listText":"goubi董明珠","text":"goubi董明珠","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/121052683","repostId":"2145032407","repostType":2,"isVote":1,"tweetType":1,"viewCount":1171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":121058489,"gmtCreate":1624446057241,"gmtModify":1624446057241,"author":{"id":"3517338624162119","authorId":"3517338624162119","name":"Ricci_0175","avatar":"https://static.tigerbbs.com/a81cbd6095767acf4cc9b9bb73f4f561","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517338624162119","authorIdStr":"3517338624162119"},"themes":[],"htmlText":"goubi","listText":"goubi","text":"goubi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/121058489","repostId":"2145032407","repostType":2,"isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121058343,"gmtCreate":1624446045382,"gmtModify":1624446045382,"author":{"id":"3517338624162119","authorId":"3517338624162119","name":"Ricci_0175","avatar":"https://static.tigerbbs.com/a81cbd6095767acf4cc9b9bb73f4f561","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517338624162119","authorIdStr":"3517338624162119"},"themes":[],"htmlText":"**董明珠&nbsp;","listText":"**董明珠&nbsp;","text":"**董明珠","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/121058343","repostId":"2145032407","repostType":2,"isVote":1,"tweetType":1,"viewCount":1463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313546902,"gmtCreate":1611741532006,"gmtModify":1703752843586,"author":{"id":"3517338624162119","authorId":"3517338624162119","name":"Ricci_0175","avatar":"https://static.tigerbbs.com/a81cbd6095767acf4cc9b9bb73f4f561","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3517338624162119","authorIdStr":"3517338624162119"},"themes":[],"htmlText":"MCN是什么 解释一下可以吗","listText":"MCN是什么 解释一下可以吗","text":"MCN是什么 解释一下可以吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/313546902","repostId":"2106283461","repostType":2,"isVote":1,"tweetType":1,"viewCount":2094,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":313546902,"gmtCreate":1611741532006,"gmtModify":1703752843586,"author":{"id":"3517338624162119","authorId":"3517338624162119","name":"Ricci_0175","avatar":"https://static.tigerbbs.com/a81cbd6095767acf4cc9b9bb73f4f561","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3517338624162119","idStr":"3517338624162119"},"themes":[],"htmlText":"MCN是什么 解释一下可以吗","listText":"MCN是什么 解释一下可以吗","text":"MCN是什么 解释一下可以吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/313546902","repostId":"2106283461","repostType":2,"repost":{"id":"2106283461","kind":"news","pubTimestamp":1611729927,"share":"https://www.laohu8.com/m/news/2106283461?lang=&edition=full","pubTime":"2021-01-27 14:45","market":"us","language":"zh","title":"《B站流量生态白皮书》：23%的B站up主已团队化，近半不考虑签约MCN","url":"https://stock-news.laohu8.com/highlight/detail?id=2106283461","media":"蓝鲸财经","summary":"回顾2020年，在内容领域，B站的“出圈”吸引了所有内容创作者的注意，同时越来越多的观众开始向up主转型，自己制作视频。在诸多视频平台中，B站曾经一直以用户高粘性著称。在B站加大商业化力度的背景下，2020年创作推广功能、花火商单、商业推广功能陆续内测上线。过去的一年，是B站商业化的关键一年，也是入局B站最好的时机。2020年底，蓝鲸浑水发布《2020哔哩哔哩流量生态白皮书：流量趋势与up主生存状况调研》。","content":"<html><body><p>回顾2020年，在内容领域，B站的“出圈”吸引了所有内容创作者的注意，同时越来越多的观众开始向up主转型，自己制作视频。在诸多视频平台中，B站曾经一直以用户高粘性著称。</p>\n<p>在B站加大商业化力度的背景下，2020年创作推广功能（用于up主非广告视频推广）、花火商单（B站广告接单平台）、商业推广功能（用于花火商单视频推广）陆续内测上线。</p>\n<p>过去的一年，是B站商业化的关键一年，也是入局B站最好的时机。</p>\n<p>2020年底，蓝鲸浑水发布<strong>《2020<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>流量生态白皮书：流量趋势与up主生存状况调研》</strong>。本报告旨在对up主生态给予更多的关注与全景式了解，并通过对流量生态的研究为创作者提供一定参考。</p>\n<p>本报告数据来源结合公开数据、蓝鲸浑水自有数据产品、up主调研等方式，参与调研up主均为活跃up主，95%的up主粉丝数量超过1万。</p>\n<p><strong>本文摘录报告部分内容，更多内容请下载报告全文（全95页）。</strong></p>\n<p>流量趋势：ACG底色变淡，知识区快速崛起。</p>\n<p><img src=\"https://img.lanjinger.com/news/20210127/1611720031147_ltotweyhrmsaw.jpeg\"/></p>\n<p><img src=\"https://img.lanjinger.com/news/20210127/1611720124951_slhrsakrsaess.png\"/></p>\n<p>创作趋势：up主多为萌新，但拥有丰富的创作经验。</p>\n<p><img src=\"https://img.lanjinger.com/news/20210127/1611720235919_qekoyeltmdfnj.png\"/><img src=\"https://img.lanjinger.com/news/20210127/1611720251938_xqfaiunlqivtn.png\"/><img src=\"https://img.lanjinger.com/news/20210127/1611720278312_efegpppkxqtbw.png\"/></p>\n<p>商业趋势：商业化普遍，头部效应明显。</p>\n<p><img src=\"https://img.lanjinger.com/news/20210127/1611720308253_ovancfjfrwrta.png\"/></p>\n<p><img src=\"https://img.lanjinger.com/news/20210127/1611720364013_mnffbkbwlxude.png\"/><img src=\"https://img.lanjinger.com/news/20210127/1611720437773_mwfbrcyqlhqsl.png\"/></p>\n<p>机构化创作：MCN入局仍需获取up主信任。</p>\n<p><img src=\"https://img.lanjinger.com/news/20210127/1611720474715_sxfpalhptlcot.png\"/><img src=\"https://img.lanjinger.com/news/20210127/1611720505426_hnkmpuihutxhn.png\"/></p>\n<h1> </h1>\n<h1>扫描二维码，获取报告全文。</h1>\n<div>下载链接:https://pan.baidu.com/s/1gekmh6-RnCBW7m623GJ9ZA</div>\n<div>提取码:qa3b </div>\n<div> </div>\n<p><img src=\"\"/></p>\n</body></html>","source":"lanjinger_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>《B站流量生态白皮书》：23%的B站up主已团队化，近半不考虑签约MCN</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《B站流量生态白皮书》：23%的B站up主已团队化，近半不考虑签约MCN\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-01-27 14:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.lanjinger.com/d/152055><strong>蓝鲸财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>回顾2020年，在内容领域，B站的“出圈”吸引了所有内容创作者的注意，同时越来越多的观众开始向up主转型，自己制作视频。在诸多视频平台中，B站曾经一直以用户高粘性著称。\n在B站加大商业化力度的背景下，2020年创作推广功能（用于up主非广告视频推广）、花火商单（B站广告接单平台）、商业推广功能（用于花火商单视频推广）陆续内测上线。\n过去的一年，是B站商业化的关键一年，也是入局B站最好的时机。\n...</p>\n\n<a href=\"https://www.lanjinger.com/d/152055\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e30ab0ee16faafeea2be8f8bba49e5f3","relate_stocks":{"BILI":"哔哩哔哩"},"source_url":"https://www.lanjinger.com/d/152055","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2106283461","content_text":"回顾2020年，在内容领域，B站的“出圈”吸引了所有内容创作者的注意，同时越来越多的观众开始向up主转型，自己制作视频。在诸多视频平台中，B站曾经一直以用户高粘性著称。\n在B站加大商业化力度的背景下，2020年创作推广功能（用于up主非广告视频推广）、花火商单（B站广告接单平台）、商业推广功能（用于花火商单视频推广）陆续内测上线。\n过去的一年，是B站商业化的关键一年，也是入局B站最好的时机。\n2020年底，蓝鲸浑水发布《2020哔哩哔哩流量生态白皮书：流量趋势与up主生存状况调研》。本报告旨在对up主生态给予更多的关注与全景式了解，并通过对流量生态的研究为创作者提供一定参考。\n本报告数据来源结合公开数据、蓝鲸浑水自有数据产品、up主调研等方式，参与调研up主均为活跃up主，95%的up主粉丝数量超过1万。\n本文摘录报告部分内容，更多内容请下载报告全文（全95页）。\n流量趋势：ACG底色变淡，知识区快速崛起。\n\n\n创作趋势：up主多为萌新，但拥有丰富的创作经验。\n\n商业趋势：商业化普遍，头部效应明显。\n\n\n机构化创作：MCN入局仍需获取up主信任。\n\n \n扫描二维码，获取报告全文。\n下载链接:https://pan.baidu.com/s/1gekmh6-RnCBW7m623GJ9ZA\n提取码:qa3b","news_type":1},"isVote":1,"tweetType":1,"viewCount":2094,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":899851934,"gmtCreate":1628174876828,"gmtModify":1628174876828,"author":{"id":"3517338624162119","authorId":"3517338624162119","name":"Ricci_0175","avatar":"https://static.tigerbbs.com/a81cbd6095767acf4cc9b9bb73f4f561","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3517338624162119","idStr":"3517338624162119"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>中国的disney不会轻易狗带的","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>中国的disney不会轻易狗带的","text":"$哔哩哔哩(BILI)$中国的disney不会轻易狗带的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/899851934","isVote":1,"tweetType":1,"viewCount":1712,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":321370514911296,"gmtCreate":1719479158976,"gmtModify":1719479160838,"author":{"id":"3517338624162119","authorId":"3517338624162119","name":"Ricci_0175","avatar":"https://static.tigerbbs.com/a81cbd6095767acf4cc9b9bb73f4f561","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3517338624162119","idStr":"3517338624162119"},"themes":[],"htmlText":"别再报什么法拉利了 真是破烂影响阅读","listText":"别再报什么法拉利了 真是破烂影响阅读","text":"别再报什么法拉利了 真是破烂影响阅读","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/321370514911296","repostId":"1169058469","repostType":2,"repost":{"id":"1169058469","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1719475261,"share":"https://www.laohu8.com/m/news/1169058469?lang=&edition=full","pubTime":"2024-06-27 16:01","market":"us","language":"zh","title":"盘前异动｜热门中概股普跌，小鹏汽车跌超4%；美光科技绩后大跌7%","url":"https://stock-news.laohu8.com/highlight/detail?id=1169058469","media":"老虎资讯综合","summary":"热门中概股盘前普跌，$小鹏汽车$跌超4%，$理想汽车$跌超2%，$拼多多$、$京东$、$哔哩哔哩$、$蔚来$跌超1%；$英伟达$跌近2%，股东大会未能提振市场对公司的信心；$美光科技$盘前跌7%，Q3营收猛增82%，但业绩预期未能震撼华尔街；$黑莓$盘前涨超4%，第一财季营收1.44亿美元，超市场预期；$李维斯$盘前跌近15%，第二季度营收14.4亿美元，不及市场预期；$法拉第未来$盘前续涨近17%，该股昨日大幅收涨73%。","content":"<html><head></head><body><p>6月27日，美股三大股指期货小幅走低，截止发稿，道指期货跌0.14%，纳指期货跌0.3%，标普500指数期货跌0.19%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e017c35c359aec2ff1243df3cbeeb29\" title=\"\" tg-width=\"421\" tg-height=\"198\"/></p><p>热门中概股盘前普跌，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超4%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超2%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌超1%；</p><p>半导体板块盘前多数走低，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌近2%，<a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>、<a href=\"https://laohu8.com/S/ARM\">ARM</a>跌超1%；</p><p><a href=\"https://laohu8.com/S/MU\">美光科技</a>盘前跌7%，Q3营收猛增82%，但业绩预期未能震撼华尔街；</p><p><a href=\"https://laohu8.com/S/BB\">黑莓</a>盘前涨超4%，第一财季营收1.44亿美元，超市场预期；</p><p><a href=\"https://laohu8.com/S/LEVI\">李维斯</a>盘前跌近15%，第二季度营收14.4亿美元，不及市场预期；</p><p><a href=\"https://laohu8.com/S/FFIE\">法拉第未来</a>盘前续涨17%，该股昨日大幅收涨73%；</p><p><a href=\"https://laohu8.com/S/IP\">国际纸业</a>盘前跌超15%，消息面：纸浆巨头书赞桉诺表示放弃对其收购。</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>盘前异动｜热门中概股普跌，小鹏汽车跌超4%；美光科技绩后大跌7%</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盘前异动｜热门中概股普跌，小鹏汽车跌超4%；美光科技绩后大跌7%\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\">2024-06-27 16:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月27日，美股三大股指期货小幅走低，截止发稿，道指期货跌0.14%，纳指期货跌0.3%，标普500指数期货跌0.19%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4e017c35c359aec2ff1243df3cbeeb29\" title=\"\" tg-width=\"421\" tg-height=\"198\"/></p><p>热门中概股盘前普跌，<a href=\"https://laohu8.com/S/XPEV\">小鹏汽车</a>跌超4%，<a href=\"https://laohu8.com/S/LI\">理想汽车</a>跌超2%，<a href=\"https://laohu8.com/S/PDD\">拼多多</a>、<a href=\"https://laohu8.com/S/JD\">京东</a>、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>、<a href=\"https://laohu8.com/S/NIO\">蔚来</a>跌超1%；</p><p>半导体板块盘前多数走低，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>跌近2%，<a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>、<a href=\"https://laohu8.com/S/ARM\">ARM</a>跌超1%；</p><p><a href=\"https://laohu8.com/S/MU\">美光科技</a>盘前跌7%，Q3营收猛增82%，但业绩预期未能震撼华尔街；</p><p><a href=\"https://laohu8.com/S/BB\">黑莓</a>盘前涨超4%，第一财季营收1.44亿美元，超市场预期；</p><p><a href=\"https://laohu8.com/S/LEVI\">李维斯</a>盘前跌近15%，第二季度营收14.4亿美元，不及市场预期；</p><p><a href=\"https://laohu8.com/S/FFIE\">法拉第未来</a>盘前续涨17%，该股昨日大幅收涨73%；</p><p><a href=\"https://laohu8.com/S/IP\">国际纸业</a>盘前跌超15%，消息面：纸浆巨头书赞桉诺表示放弃对其收购。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","relate_stocks":{"NIO":"蔚来","BILI":"哔哩哔哩","LI":"理想汽车","XPEV":"小鹏汽车","NIO.SI":"蔚来","PDD":"拼多多","09868":"小鹏汽车-W","NVDA":"英伟达","BB":"黑莓","JD":"京东","MU":"美光科技","TTTN":"老虎中美互联网巨头ETF","LEVI":"李维斯"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1169058469","content_text":"6月27日，美股三大股指期货小幅走低，截止发稿，道指期货跌0.14%，纳指期货跌0.3%，标普500指数期货跌0.19%。热门中概股盘前普跌，小鹏汽车跌超4%，理想汽车跌超2%，拼多多、京东、哔哩哔哩、蔚来跌超1%；半导体板块盘前多数走低，英伟达跌近2%，超微电脑、ARM跌超1%；美光科技盘前跌7%，Q3营收猛增82%，但业绩预期未能震撼华尔街；黑莓盘前涨超4%，第一财季营收1.44亿美元，超市场预期；李维斯盘前跌近15%，第二季度营收14.4亿美元，不及市场预期；法拉第未来盘前续涨17%，该股昨日大幅收涨73%；国际纸业盘前跌超15%，消息面：纸浆巨头书赞桉诺表示放弃对其收购。","news_type":1},"isVote":1,"tweetType":1,"viewCount":324,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":876171680,"gmtCreate":1637286294979,"gmtModify":1637286294979,"author":{"id":"3517338624162119","authorId":"3517338624162119","name":"Ricci_0175","avatar":"https://static.tigerbbs.com/a81cbd6095767acf4cc9b9bb73f4f561","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3517338624162119","idStr":"3517338624162119"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>睿智的操作 ！","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$</a>睿智的操作 ！","text":"$哔哩哔哩(BILI)$睿智的操作 ！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/876171680","isVote":1,"tweetType":1,"viewCount":1056,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":342965320818824,"gmtCreate":1724750191338,"gmtModify":1724750193003,"author":{"id":"3517338624162119","authorId":"3517338624162119","name":"Ricci_0175","avatar":"https://static.tigerbbs.com/a81cbd6095767acf4cc9b9bb73f4f561","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3517338624162119","idStr":"3517338624162119"},"themes":[],"htmlText":"想多了 破烂分析师不会太影响股价的&nbsp;","listText":"想多了 破烂分析师不会太影响股价的&nbsp;","text":"想多了 破烂分析师不会太影响股价的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342965320818824","repostId":"342944600162528","repostType":1,"repost":{"id":342944600162528,"gmtCreate":1724745157020,"gmtModify":1724813671767,"author":{"id":"3529999679251239","authorId":"3529999679251239","name":"XXY2025","avatar":"https://static.tigerbbs.com/39285fde802a1d945ab4584b9d085ab4","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3529999679251239","idStr":"3529999679251239"},"themes":[],"htmlText":"SMCI的股价下跌可能与同期英伟达股价的大跌有关。 而 $英伟达(NVDA)$ 股价下跌是因为花旗银行取消了对其的\"催化剂观察\"评级,并下调了业绩预估,主要原因是 Blackwell 延迟。 根据超微电脑公司(SMCI)的CEO Charles Liang在财报电话会议上的讲话,英伟达Blackwell AI GPU的延迟对SMCI的整体影响并不大<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> <a href=\"https://laohu8.com/S/02507\">$西锐(02507)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> <a href=\"https://laohu8.com/S/5DX.SI\">$美特尔(5DX.SI)$</a>&nbsp;","listText":"SMCI的股价下跌可能与同期英伟达股价的大跌有关。 而 $英伟达(NVDA)$ 股价下跌是因为花旗银行取消了对其的\"催化剂观察\"评级,并下调了业绩预估,主要原因是 Blackwell 延迟。 根据超微电脑公司(SMCI)的CEO Charles Liang在财报电话会议上的讲话,英伟达Blackwell AI GPU的延迟对SMCI的整体影响并不大<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$&nbsp;</a> <a href=\"https://laohu8.com/S/02507\">$西锐(02507)$</a><a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> <a href=\"https://laohu8.com/S/5DX.SI\">$美特尔(5DX.SI)$</a>&nbsp;","text":"SMCI的股价下跌可能与同期英伟达股价的大跌有关。 而 $英伟达(NVDA)$ 股价下跌是因为花旗银行取消了对其的\"催化剂观察\"评级,并下调了业绩预估,主要原因是 Blackwell 延迟。 根据超微电脑公司(SMCI)的CEO Charles Liang在财报电话会议上的讲话,英伟达Blackwell AI GPU的延迟对SMCI的整体影响并不大$拼多多(PDD)$ $西锐(02507)$$苹果(AAPL)$ $美特尔(5DX.SI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/342944600162528","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":392,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337651729768472,"gmtCreate":1723466538664,"gmtModify":1723466540442,"author":{"id":"3517338624162119","authorId":"3517338624162119","name":"Ricci_0175","avatar":"https://static.tigerbbs.com/a81cbd6095767acf4cc9b9bb73f4f561","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3517338624162119","idStr":"3517338624162119"},"themes":[],"htmlText":"这货从2018年就开始看空了","listText":"这货从2018年就开始看空了","text":"这货从2018年就开始看空了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/337651729768472","repostId":"2458609151","repostType":2,"repost":{"id":"2458609151","kind":"highlight","pubTimestamp":1723462095,"share":"https://www.laohu8.com/m/news/2458609151?lang=&edition=full","pubTime":"2024-08-12 19:28","market":"us","language":"zh","title":"知名“大空头”警告：美股或面临双重打击","url":"https://stock-news.laohu8.com/highlight/detail?id=2458609151","media":"金十数据","summary":"分析师指出，虽然债券市场已经调整以反映美联储“落后于曲线”的风险，但股市估值尚未完全体现这一风险。","content":"<html><head></head><body><blockquote><p>分析师指出，虽然债券市场已经调整以反映美联储“落后于曲线”的风险，但股市估值尚未完全体现这一风险。</p></blockquote><p><a href=\"https://laohu8.com/S/MS\">摩根士丹利</a>策略师迈克尔·威尔逊（Michael Wilson）表示，<strong>经济不确定性增加和企业盈利预测疲软的双重打击可能会限制股市的涨幅。</strong></p><p>这位策略师表示，他预计<a href=\"https://laohu8.com/S/161125\">标普500</a>指数（SPX）将在5000点至5400点之间波动，因宏观经济数据短期内并未给出清晰的增长信号。<strong>该区间的上限意味着标普500指数将仅从当前水平仅上涨1%，而下限则意味着下跌6.4%。</strong>威尔逊在去年之前一直是美股中最著名的看空声音之一。</p><p>此外，威尔逊在一份报告中写道，由于季节性疲弱，分析师们下调盈利预期的数量预计将超过上调的数量，“这也是第三季度通常是最具挑战性的原因之一”。</p><p>过去一个月，美股投资者因担心美联储未能及时降息以防止经济衰退而波动。尽管标普500指数已收复了上周大部分跌幅，但仍较7月中旬创下的纪录高位低近6%。市场焦点现在转向周三的关键消费者物价报告。</p><p>尽管第二季度财报季表现乐观，但增长担忧削弱了市场的乐观情绪。<strong>标普500指数成分股公司有望实现13%的利润增长，这是自2021年以来最强劲的增长。</strong>然而，超过销售预期的企业比例为2019年以来最低，加剧了对利润边际韧性的担忧。</p><p>在报告中，威尔逊表示，<strong>虽然债券市场已经调整以反映美联储“落后于曲线”的风险，但股市估值尚未完全体现这一风险。</strong>这位策略师重申了他对所谓防御性股票的偏好，这类股票拥有稳健的盈利前景和强大的资产负债表。</p><p>作为今年为数不多的持续看空股市的声音之一，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>的策略师团队也表示，他们预计未来几个月股市前景将喜忧参半。</p><p>由米斯拉夫·马泰卡（Mislav Matejka）领导的团队在一份报告中写道：“美联储将开始降息，但这可能不会推动股市持续上涨，因为这些降息可能被视为反应性的，并且落后于经济形势的变化。”</p></body></html>","source":"xnew_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>知名“大空头”警告：美股或面临双重打击</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知名“大空头”警告：美股或面临双重打击\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-12 19:28 北京时间&nbsp;&nbsp;&nbsp;<a href=https://xnews.jin10.com/webapp/details.html?id=145642&type=news&data_type=0><strong>金十数据</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>分析师指出，虽然债券市场已经调整以反映美联储“落后于曲线”的风险，但股市估值尚未完全体现这一风险。摩根士丹利策略师迈克尔·威尔逊（Michael Wilson）表示，经济不确定性增加和企业盈利预测疲软的双重打击可能会限制股市的涨幅。这位策略师表示，他预计标普500指数（SPX）将在5000点至5400点之间波动，因宏观经济数据短期内并未给出清晰的增长信号。该区间的上限意味着标普500指数将仅从当前...</p>\n\n<a href=\"https://xnews.jin10.com/webapp/details.html?id=145642&type=news&data_type=0\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/42640830543967a1b4a5ace6eab679c6","relate_stocks":{"BK4559":"巴菲特持仓","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓",".DJI":"道琼斯","BK4550":"红杉资本持仓","BK4581":"高盛持仓","BK4588":"碎股","BK4504":"桥水持仓",".IXIC":"NASDAQ Composite"},"source_url":"https://xnews.jin10.com/webapp/details.html?id=145642&type=news&data_type=0","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2458609151","content_text":"分析师指出，虽然债券市场已经调整以反映美联储“落后于曲线”的风险，但股市估值尚未完全体现这一风险。摩根士丹利策略师迈克尔·威尔逊（Michael Wilson）表示，经济不确定性增加和企业盈利预测疲软的双重打击可能会限制股市的涨幅。这位策略师表示，他预计标普500指数（SPX）将在5000点至5400点之间波动，因宏观经济数据短期内并未给出清晰的增长信号。该区间的上限意味着标普500指数将仅从当前水平仅上涨1%，而下限则意味着下跌6.4%。威尔逊在去年之前一直是美股中最著名的看空声音之一。此外，威尔逊在一份报告中写道，由于季节性疲弱，分析师们下调盈利预期的数量预计将超过上调的数量，“这也是第三季度通常是最具挑战性的原因之一”。过去一个月，美股投资者因担心美联储未能及时降息以防止经济衰退而波动。尽管标普500指数已收复了上周大部分跌幅，但仍较7月中旬创下的纪录高位低近6%。市场焦点现在转向周三的关键消费者物价报告。尽管第二季度财报季表现乐观，但增长担忧削弱了市场的乐观情绪。标普500指数成分股公司有望实现13%的利润增长，这是自2021年以来最强劲的增长。然而，超过销售预期的企业比例为2019年以来最低，加剧了对利润边际韧性的担忧。在报告中，威尔逊表示，虽然债券市场已经调整以反映美联储“落后于曲线”的风险，但股市估值尚未完全体现这一风险。这位策略师重申了他对所谓防御性股票的偏好，这类股票拥有稳健的盈利前景和强大的资产负债表。作为今年为数不多的持续看空股市的声音之一，摩根大通的策略师团队也表示，他们预计未来几个月股市前景将喜忧参半。由米斯拉夫·马泰卡（Mislav Matejka）领导的团队在一份报告中写道：“美联储将开始降息，但这可能不会推动股市持续上涨，因为这些降息可能被视为反应性的，并且落后于经济形势的变化。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":251,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":311450457563400,"gmtCreate":1717064674289,"gmtModify":1717064676098,"author":{"id":"3517338624162119","authorId":"3517338624162119","name":"Ricci_0175","avatar":"https://static.tigerbbs.com/a81cbd6095767acf4cc9b9bb73f4f561","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3517338624162119","idStr":"3517338624162119"},"themes":[],"htmlText":"腾讯真是良心！ 那些发债活该跌 ！","listText":"腾讯真是良心！ 那些发债活该跌 ！","text":"腾讯真是良心！ 那些发债活该跌 ！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/311450457563400","repostId":"1189795836","repostType":2,"repost":{"id":"1189795836","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1717063985,"share":"https://www.laohu8.com/m/news/1189795836?lang=&edition=full","pubTime":"2024-05-30 18:13","market":"hk","language":"zh","title":"腾讯控股：5月30日斥资约10亿港元回购272万股","url":"https://stock-news.laohu8.com/highlight/detail?id=1189795836","media":"老虎资讯综合","summary":"连续第10日回购。","content":"<html><head></head><body><p>连续第10日回购。腾讯控股：于5月30日在港交所斥资约10亿港元回购272万股。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3138c72e7406bfc597acad2bd666c2ac\" tg-width=\"560\" tg-height=\"240\"/></p><p></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>腾讯控股：5月30日斥资约10亿港元回购272万股</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腾讯控股：5月30日斥资约10亿港元回购272万股\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\">2024-05-30 18:13</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>连续第10日回购。腾讯控股：于5月30日在港交所斥资约10亿港元回购272万股。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3138c72e7406bfc597acad2bd666c2ac\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/e7799eeb7043b8caaf3d109c3b13109e","relate_stocks":{"00700":"腾讯控股"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189795836","content_text":"连续第10日回购。腾讯控股：于5月30日在港交所斥资约10亿港元回购272万股。","news_type":1},"isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":884751402,"gmtCreate":1631936536906,"gmtModify":1631936536906,"author":{"id":"3517338624162119","authorId":"3517338624162119","name":"Ricci_0175","avatar":"https://static.tigerbbs.com/a81cbd6095767acf4cc9b9bb73f4f561","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3517338624162119","idStr":"3517338624162119"},"themes":[],"htmlText":"做技术的创始人还行","listText":"做技术的创始人还行","text":"做技术的创始人还行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/884751402","repostId":"1129672449","repostType":4,"repost":{"id":"1129672449","kind":"news","pubTimestamp":1631928232,"share":"https://www.laohu8.com/m/news/1129672449?lang=&edition=full","pubTime":"2021-09-18 09:23","market":"us","language":"zh","title":"与英伟达“硬刚”的芯片人","url":"https://stock-news.laohu8.com/highlight/detail?id=1129672449","media":"AI财经社","summary":"今年夏季，美国芯片大厂英伟达和AMD的股价分别达到历史最高点，对应5600亿和1300亿美元市值。而市值狂飙的原因，在于人工智能、自动驾驶和数据中心的计算都离不开他们提供的GPU。根据统计，这两家公司","content":"<p>今年夏季，美国芯片大厂<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/AMD\">AMD</a>的股价分别达到历史最高点，对应5600亿和1300亿美元市值。而市值狂飙的原因，在于人工<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>、自动驾驶和数据中心的计算都离不开他们提供的GPU。根据统计，这两家公司垄断了全球独立GPU 99%的市场。</p>\n<p>但有一群人，已经走在了挑战这两家大亨的路上。他们创立了三家国产GPU公司：沐曦、摩尔线程和壁仞科技，希望做出自主的产品，有一天能从英伟达虎口夺食。</p>\n<p>对于这群人，投资者也给予了极大信任。在没有任何芯片的情况下，就有几百亿元在两年内砸进三家公司。AI财经社获悉，三家公司中的两家将在近期开始流片（试生产），一家还在推进中，万里长征已经迈出第一步。</p>\n<p><b>市场对国产GPU需求迫切</b></p>\n<p>“客户非常急迫，恨不得现在就有产品给他用了，而且不是一两家，是所有客户都是这个状态，因为现在没有其他可选了。”沐曦创始人陈维良如此形容国产GPU的受欢迎程度。摩尔线程人士称，未来很多GPU应用，比如自动驾驶汽车和数据中心，都需要国产软硬件支撑。“我们盼星星盼月亮，就盼国产通用GPU能有一些突破。”有客户说。</p>\n<p>在最初被发明出来时，GPU只用于游戏，去完成高难度的游戏图形渲染。但后来人们发现，GPU比CPU更擅长处理并行而简单的计算工作，于是开始发掘GPU的通用计算潜能。后来，从高性能计算到多媒体，再到火爆的人工智能，GPU都是底层“算力”不可或缺的一部分。例如，人工智能计算要用到大量的矩阵乘法和卷积，都是GPU擅长的事情。</p>\n<p>到如今，英伟达和AMD已经垄断了全球的独立GPU市场：在数据中心分别占据81%和19%，在PC端则与<a href=\"https://laohu8.com/S/INTC\">英特尔</a>共占99%市场。这让部分客户苦不堪言：“英伟达的GPU价格贵、极度缺货，而且很多计算中心还有国产化需求。”</p>\n<p>但既然这么有需要，为什么国内芯片企业过去不做？“因为GPU的软硬件系统技术门槛比较高，是很复杂的系统工程。”有国产GPU人士说。国内的科技巨头往往选择开发专用AI芯片，比如华为昇腾、<a href=\"https://laohu8.com/S/BIDU\">百度</a>昆仑和阿里寒光，而不是通用GPU。形象地说，专用AI芯片更像专业技工，解决专门的问题，而通用GPU则是通才。</p>\n<p>“通用GPU的难度体现在复杂度上面。”陈维良解释说，对于专用AI芯片来说，只明确知道需求，把相应的功能实现就可以。但通用GPU需要适配各种环境，面对灵活多变的需求。“换句话说，它有一套计算机体系结构所有的东西，包括支持的指令集、计算调度、数据搬迁等。”</p>\n<p>有芯片人士告诉AI财经社，在过去造国产CPU时，国内公司最初依托海外的指令集，在对CPU产品设计、市场需求和生态的理解上，是通过磕磕绊绊的很多弯路才获得的，20多年才建成了如今国产CPU的格局。但国产GPU不必走这样的弯路，因为几家公司的创始成员都是GPU行业老人，深谙产品、市场和生态规则。</p>\n<p>实际上，三家国产GPU的领军人物，也主要来自英伟达和AMD两家企业。沐曦的创始人陈维良是AMD图形研发高级总监，CTO杨建是AMD Fellow（最高技术岗）；摩尔线程创始人张建中是英伟达副总裁；壁仞的联席CEO李新荣是AMD全球副总裁。</p>\n<p>“我们能清楚地说出，过去10年哪些世界上最高端的GPU是我们主导做出来的。”陈维良说，正所谓难者不会，会者不难，由于是资深行业人士，他们清楚每个环节需要什么技能，要克服哪些难点，“再做一颗对我们来说并不是什么问题。”</p>\n<p>制造出硬件只能算第一步。为了让各行业应用能用上GPU，就需要建立软件生态。英伟达从2006年开始培育CUDA生态，然后培育开发者来开发应用，比如华尔街的金融人士，或者中国的高性能计算和电竞人士，通过漫长的10余年时间，构筑起一道护城河，即使其他公司做出水平相当的硬件，软件开发者也不会轻易迁移。国内的一部分AI专用芯片，就因为与CUDA生态不兼容，遭遇了“有人造，没人用”的难题。</p>\n<p>对此，国产GPU打算用“兼容CUDA生态”的方式解决问题。“就像不同公司的GPU没有统一指令集，为什么都可以玩游戏？因为是在API（应用程序接口）层次上兼容的。”陈维良表示。例如AMD在做ROCm生态时，通过兼容CUDA，只用两年就站稳了脚跟。摩尔线程也计划采用同样做法。树立在国产GPU面前的生态高墙，并不如国产数据库或国产CPU那样难以逾越。</p>\n<p>看到了翻越几座大山的清晰路径，让国产GPU的创业者更坚定信心，去做国产GPU公司。更可贵的是，国内需求对国产GPU的崛起提供了宝贵的支撑和机会窗口。</p>\n<p><b>终有一天挑战英伟达</b></p>\n<p>搅动GPU市场的，一方面是新需求的出现，能容纳更多公司；另一方面是国产化给中国公司提供了一个机遇。</p>\n<p>过去英伟达和AMD形成双巨头垄断的格局，部分是由于传统GPU市场增长停滞。“做游戏或电影渲染的传统GPU市场就那么大，增长速度太慢，只能容纳下两家公司。如果打这块市场，就只能打价格战。”但一位资深业内人士称，开辟了人工智能等计算需求后，GPU市场就能容纳更多公司。有业内人士判断，全球几千亿元市场，至少能容纳四五家公司活下去。</p>\n<p>在这种判断下，几家国产GPU公司都不约而同瞄准新兴计算市场，然后再逐步蚕食传统GPU的渲染市场。“通用算力是我们国家目前比较奇缺的东西，而很多团队在高性能GPU上恰恰有积累，已经跨过技术门槛。”有业内人士说。</p>\n<p>另一方面，国产化的需求也给国产GPU开辟了一块宝贵的市场。一位英伟达前员工告诉AI财经社，“过去在英伟达，我已经实现了个人的财富目标，生活也很安逸。”但她加入国产GPU公司以后，每周都会自愿牺牲周末，去开拓市场。她认为自己是在参与国内科技的一项重大突破。朋友跟她说，自从换了公司，她整个人都有如<a href=\"https://laohu8.com/S/ABCD\">新生</a>。</p>\n<p>根据平安证券的预测，到2024年，国内互联网和安防/政府需求将占到整个GPU市场的48.9%和31.4%。“大家都越来越重视信息安全属性，尤其是对安防和智能汽车这些数据。”</p>\n<p>陈维良预计，沐曦能够在5-6年内完成阶段目标，即做出GPU、兼容生态、实现量产，并占领国际5%-10%市场。“在服务器市场要实现5%-10%的增长很慢，但一旦突破10%，那就是势不可挡。”此后国内GPU将有资格跟英伟达和AMD同台竞争。</p>\n<p>在这些目标里，从0到1的增长是比较容易的一步，因为很多国内人才都做出过量产产品。“国内GPU领域的从业者，不乏有几十年工作经验的，可以在工程上有很大的突破，靠完整的经验把产品做出来。”陈维良说。</p>\n<p>但真正难的是从1到100的增长过程。多位芯片人士都表示，这一阶段，中国GPU企业必须走向国际竞争，去跟英伟达和AMD抢食。这时，更多需要企业的人才储备、技术投入和趋势预判。“但对于比较底层的前沿创新和研究，我们还有相当大的距离。”他说。</p>\n<p>另一位芯片人士告诉AI财经社，AMD光是在中国的研发团队，就有大约2000人。这比三家国产GPU企业的员工总和还多。要在国际市场上超越英伟达和AMD，还有很长的路要走。</p>\n<p>好在英伟达和AMD也力有不逮。有国产GPU人士透露，英伟达有比较明显的服务不到位问题，对小客户非常明显。</p>\n<p>而且，中国是GPU需求最前沿的市场。此前英伟达创始人黄仁勋每年都要飞来中国几回，听中国团队汇报前沿需求。比如通过电竞推广高端显卡的主意，就是由中国团队发现，然后上报给美国总部的。而土生土长的中国公司，也会在捕捉新需求上“近水楼台先得月”。</p>\n<p>尽管挑战英伟达之日尚远，国产GPU人士仍相信，自己是在参与一项科技发展的伟大征程。“我们成立只有一年，从最初几个人到现在几百人，每一天都非常充实，非常有成就感。很多年后，回头再去看这段时间，应该会觉得是这辈子过得最值得的事吧。”一位人士称。</p>","source":"AI财经社","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>与英伟达“硬刚”的芯片人</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与英伟达“硬刚”的芯片人\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-09-18 09:23 北京时间&nbsp;&nbsp;&nbsp;<a href=https://mp.weixin.qq.com/s/lh1ST9hmxGPyyNC52-VSTg><strong>AI财经社</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>今年夏季，美国芯片大厂英伟达和AMD的股价分别达到历史最高点，对应5600亿和1300亿美元市值。而市值狂飙的原因，在于人工智能、自动驾驶和数据中心的计算都离不开他们提供的GPU。根据统计，这两家公司垄断了全球独立GPU 99%的市场。\n但有一群人，已经走在了挑战这两家大亨的路上。他们创立了三家国产GPU公司：沐曦、摩尔线程和壁仞科技，希望做出自主的产品，有一天能从英伟达虎口夺食。\n对于这群人，...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/lh1ST9hmxGPyyNC52-VSTg\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"159813":"芯片","NVDA":"英伟达"},"source_url":"https://mp.weixin.qq.com/s/lh1ST9hmxGPyyNC52-VSTg","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1129672449","content_text":"今年夏季，美国芯片大厂英伟达和AMD的股价分别达到历史最高点，对应5600亿和1300亿美元市值。而市值狂飙的原因，在于人工智能、自动驾驶和数据中心的计算都离不开他们提供的GPU。根据统计，这两家公司垄断了全球独立GPU 99%的市场。\n但有一群人，已经走在了挑战这两家大亨的路上。他们创立了三家国产GPU公司：沐曦、摩尔线程和壁仞科技，希望做出自主的产品，有一天能从英伟达虎口夺食。\n对于这群人，投资者也给予了极大信任。在没有任何芯片的情况下，就有几百亿元在两年内砸进三家公司。AI财经社获悉，三家公司中的两家将在近期开始流片（试生产），一家还在推进中，万里长征已经迈出第一步。\n市场对国产GPU需求迫切\n“客户非常急迫，恨不得现在就有产品给他用了，而且不是一两家，是所有客户都是这个状态，因为现在没有其他可选了。”沐曦创始人陈维良如此形容国产GPU的受欢迎程度。摩尔线程人士称，未来很多GPU应用，比如自动驾驶汽车和数据中心，都需要国产软硬件支撑。“我们盼星星盼月亮，就盼国产通用GPU能有一些突破。”有客户说。\n在最初被发明出来时，GPU只用于游戏，去完成高难度的游戏图形渲染。但后来人们发现，GPU比CPU更擅长处理并行而简单的计算工作，于是开始发掘GPU的通用计算潜能。后来，从高性能计算到多媒体，再到火爆的人工智能，GPU都是底层“算力”不可或缺的一部分。例如，人工智能计算要用到大量的矩阵乘法和卷积，都是GPU擅长的事情。\n到如今，英伟达和AMD已经垄断了全球的独立GPU市场：在数据中心分别占据81%和19%，在PC端则与英特尔共占99%市场。这让部分客户苦不堪言：“英伟达的GPU价格贵、极度缺货，而且很多计算中心还有国产化需求。”\n但既然这么有需要，为什么国内芯片企业过去不做？“因为GPU的软硬件系统技术门槛比较高，是很复杂的系统工程。”有国产GPU人士说。国内的科技巨头往往选择开发专用AI芯片，比如华为昇腾、百度昆仑和阿里寒光，而不是通用GPU。形象地说，专用AI芯片更像专业技工，解决专门的问题，而通用GPU则是通才。\n“通用GPU的难度体现在复杂度上面。”陈维良解释说，对于专用AI芯片来说，只明确知道需求，把相应的功能实现就可以。但通用GPU需要适配各种环境，面对灵活多变的需求。“换句话说，它有一套计算机体系结构所有的东西，包括支持的指令集、计算调度、数据搬迁等。”\n有芯片人士告诉AI财经社，在过去造国产CPU时，国内公司最初依托海外的指令集，在对CPU产品设计、市场需求和生态的理解上，是通过磕磕绊绊的很多弯路才获得的，20多年才建成了如今国产CPU的格局。但国产GPU不必走这样的弯路，因为几家公司的创始成员都是GPU行业老人，深谙产品、市场和生态规则。\n实际上，三家国产GPU的领军人物，也主要来自英伟达和AMD两家企业。沐曦的创始人陈维良是AMD图形研发高级总监，CTO杨建是AMD Fellow（最高技术岗）；摩尔线程创始人张建中是英伟达副总裁；壁仞的联席CEO李新荣是AMD全球副总裁。\n“我们能清楚地说出，过去10年哪些世界上最高端的GPU是我们主导做出来的。”陈维良说，正所谓难者不会，会者不难，由于是资深行业人士，他们清楚每个环节需要什么技能，要克服哪些难点，“再做一颗对我们来说并不是什么问题。”\n制造出硬件只能算第一步。为了让各行业应用能用上GPU，就需要建立软件生态。英伟达从2006年开始培育CUDA生态，然后培育开发者来开发应用，比如华尔街的金融人士，或者中国的高性能计算和电竞人士，通过漫长的10余年时间，构筑起一道护城河，即使其他公司做出水平相当的硬件，软件开发者也不会轻易迁移。国内的一部分AI专用芯片，就因为与CUDA生态不兼容，遭遇了“有人造，没人用”的难题。\n对此，国产GPU打算用“兼容CUDA生态”的方式解决问题。“就像不同公司的GPU没有统一指令集，为什么都可以玩游戏？因为是在API（应用程序接口）层次上兼容的。”陈维良表示。例如AMD在做ROCm生态时，通过兼容CUDA，只用两年就站稳了脚跟。摩尔线程也计划采用同样做法。树立在国产GPU面前的生态高墙，并不如国产数据库或国产CPU那样难以逾越。\n看到了翻越几座大山的清晰路径，让国产GPU的创业者更坚定信心，去做国产GPU公司。更可贵的是，国内需求对国产GPU的崛起提供了宝贵的支撑和机会窗口。\n终有一天挑战英伟达\n搅动GPU市场的，一方面是新需求的出现，能容纳更多公司；另一方面是国产化给中国公司提供了一个机遇。\n过去英伟达和AMD形成双巨头垄断的格局，部分是由于传统GPU市场增长停滞。“做游戏或电影渲染的传统GPU市场就那么大，增长速度太慢，只能容纳下两家公司。如果打这块市场，就只能打价格战。”但一位资深业内人士称，开辟了人工智能等计算需求后，GPU市场就能容纳更多公司。有业内人士判断，全球几千亿元市场，至少能容纳四五家公司活下去。\n在这种判断下，几家国产GPU公司都不约而同瞄准新兴计算市场，然后再逐步蚕食传统GPU的渲染市场。“通用算力是我们国家目前比较奇缺的东西，而很多团队在高性能GPU上恰恰有积累，已经跨过技术门槛。”有业内人士说。\n另一方面，国产化的需求也给国产GPU开辟了一块宝贵的市场。一位英伟达前员工告诉AI财经社，“过去在英伟达，我已经实现了个人的财富目标，生活也很安逸。”但她加入国产GPU公司以后，每周都会自愿牺牲周末，去开拓市场。她认为自己是在参与国内科技的一项重大突破。朋友跟她说，自从换了公司，她整个人都有如新生。\n根据平安证券的预测，到2024年，国内互联网和安防/政府需求将占到整个GPU市场的48.9%和31.4%。“大家都越来越重视信息安全属性，尤其是对安防和智能汽车这些数据。”\n陈维良预计，沐曦能够在5-6年内完成阶段目标，即做出GPU、兼容生态、实现量产，并占领国际5%-10%市场。“在服务器市场要实现5%-10%的增长很慢，但一旦突破10%，那就是势不可挡。”此后国内GPU将有资格跟英伟达和AMD同台竞争。\n在这些目标里，从0到1的增长是比较容易的一步，因为很多国内人才都做出过量产产品。“国内GPU领域的从业者，不乏有几十年工作经验的，可以在工程上有很大的突破，靠完整的经验把产品做出来。”陈维良说。\n但真正难的是从1到100的增长过程。多位芯片人士都表示，这一阶段，中国GPU企业必须走向国际竞争，去跟英伟达和AMD抢食。这时，更多需要企业的人才储备、技术投入和趋势预判。“但对于比较底层的前沿创新和研究，我们还有相当大的距离。”他说。\n另一位芯片人士告诉AI财经社，AMD光是在中国的研发团队，就有大约2000人。这比三家国产GPU企业的员工总和还多。要在国际市场上超越英伟达和AMD，还有很长的路要走。\n好在英伟达和AMD也力有不逮。有国产GPU人士透露，英伟达有比较明显的服务不到位问题，对小客户非常明显。\n而且，中国是GPU需求最前沿的市场。此前英伟达创始人黄仁勋每年都要飞来中国几回，听中国团队汇报前沿需求。比如通过电竞推广高端显卡的主意，就是由中国团队发现，然后上报给美国总部的。而土生土长的中国公司，也会在捕捉新需求上“近水楼台先得月”。\n尽管挑战英伟达之日尚远，国产GPU人士仍相信，自己是在参与一项科技发展的伟大征程。“我们成立只有一年，从最初几个人到现在几百人，每一天都非常充实，非常有成就感。很多年后，回头再去看这段时间，应该会觉得是这辈子过得最值得的事吧。”一位人士称。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1479,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":121052683,"gmtCreate":1624446087242,"gmtModify":1624446087242,"author":{"id":"3517338624162119","authorId":"3517338624162119","name":"Ricci_0175","avatar":"https://static.tigerbbs.com/a81cbd6095767acf4cc9b9bb73f4f561","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3517338624162119","idStr":"3517338624162119"},"themes":[],"htmlText":"goubi董明珠","listText":"goubi董明珠","text":"goubi董明珠","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/121052683","repostId":"2145032407","repostType":2,"isVote":1,"tweetType":1,"viewCount":1171,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":121058489,"gmtCreate":1624446057241,"gmtModify":1624446057241,"author":{"id":"3517338624162119","authorId":"3517338624162119","name":"Ricci_0175","avatar":"https://static.tigerbbs.com/a81cbd6095767acf4cc9b9bb73f4f561","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3517338624162119","idStr":"3517338624162119"},"themes":[],"htmlText":"goubi","listText":"goubi","text":"goubi","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/121058489","repostId":"2145032407","repostType":2,"isVote":1,"tweetType":1,"viewCount":501,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":121058343,"gmtCreate":1624446045382,"gmtModify":1624446045382,"author":{"id":"3517338624162119","authorId":"3517338624162119","name":"Ricci_0175","avatar":"https://static.tigerbbs.com/a81cbd6095767acf4cc9b9bb73f4f561","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3517338624162119","idStr":"3517338624162119"},"themes":[],"htmlText":"**董明珠&nbsp;","listText":"**董明珠&nbsp;","text":"**董明珠","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/121058343","repostId":"2145032407","repostType":2,"isVote":1,"tweetType":1,"viewCount":1463,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}