Galois189的个人主页 - 老虎社区

Galois189

Galois189

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04-30

AIPC和星环有个毛关系？

星环科技(688031)：携手INTEL迎接AIPC时代到来

01-30

$爱奇艺(IQ)$ 这个股票还没有退市？

01-06

把迷雾剧拍成生活剧，也算创新了

迷雾剧场回归，爱奇艺能否打开更大想象空间

2023-08-02

But NV is too too expensive now

Intel Reality Check: INTC Stock’s Upswing Looks Like a Trap.

2023-07-12

$英特尔(INTC)$ 英特尔的AI加速卡在中国市场很有希望

2022-11-03

飞机高铁上不好用吧

云栖大会展出多款创新终端笔记本机皇、

2021-06-16

$老虎证券(TIGR)$再跌20个点，入手

2021-06-16

$和铂医药-B(02142)$中的新股，亏到裤衩

2020-02-07

$吉利德科学(GILD)$这个药能卖到1000美元一支吗？

去老虎APP查看更多动态

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毛利率69.27%，同比增加17.70pct；注：括号内均为同比增速</p><p>业绩点评</p><p>营收高速增长，盈利能力持续攀升</p><p>公司23 年实现营收4.91 亿元（+31.72%），23Q4 实现营收2.68 亿元（+33.14%），24Q1 营收0.63 亿元（+46.00%）。根据公司23 年年报披露，公司确认收入的客户数量为578 家，相比2022 年同期的514 家，同比增长12.5%，其中确认收入金额大于100 万的高价值客户数目由上年同期的101家增加至报告期内的134 家，公司平均客单价相比上年同期提升显著。同时，公司继续提质增效，主动聚焦高价值、高<span>毛利</span>的软件授权业务，积极构建产品技术生态，培养交付合作伙伴，优化服务实施成本，公司毛利率由2022 年的 56.54%提升至59.61%。</p><p>三费费率全面下降，成本优化成效显著</p><p>公司23 年销售/管理/研发费用率53.50%/25.66%/45.45%，销售费用率同比减少1.58pct，管理费用率同比减少6.90pct，研发费用率同比减少6.61pct。公司的三费费率合计由2022 年的139.70%下降至2023 的124.61%。同时，公司通过对内部流程的持续优化，为公司的长期可持续发展奠定了坚实的基础。</p><p>拥抱大模型+向量数据库，协同Intel 打造AIPC 应用时代AIPC 能够通过学习用户的行为模式来优化性能，提供更加精准的信息检索、内容推荐和自动化任务处理。需要端侧大模型产品，也需要向量数据库去将文本、图像、视频等内容转化为高维向量分析和处理。</p><p><a href=\"https://laohu8.com/S/688031\">星环科技</a>提供：</p><p>1）分布式向量数据库Hippo</p><p>2）大模型运营管理软件Sophon LLMOps</p><p>3）端侧大模型产品：企业级垂直领域问答大模型“无涯”及其衍生的数据分析大模型“求索”。</p><p>星环科技于2024 年3 月在<a href=\"https://laohu8.com/S/INTC\">英特尔</a>商用客户端AIPC 产品发布会，发布“无涯大模型AIPC 版”，并预发布“无涯·问知”AIPC 版。目前，“无涯”和“求索”均已通过国家互联网信息办公室的深度合成服务算法备案。</p><p>截至2023 年年末，公司提供的大模型时代AI Infra 相关产品订单逾 5400 万元。</p><p>盈利预测与估值</p><p>我们预计公司2024-2026 年实现<span>营业收入</span>分别为6.81/8.99/11.01 亿元，同比增速38.73%/32.07%/22.48%；2024-2026 年归母净利润分别为-1.29/-0.67/0.15 亿元，对应2024 年P/S 8.16 倍。维持“ 买入”评级。</p><p>风险提示</p><p>行业竞争加剧、业务拓展不及预期、提供的产品服务不能及时满足政策要求、国产替代进展未达预期风险等。</p></article></body></html>","source":"tencent","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>星环科技(688031)：携手INTEL迎接AIPC时代到来</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星环科技(688031)：携手INTEL迎接AIPC时代到来\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-04-30 18:51 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404301851228b65f628&s=b><strong>浙商证券股份有...</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>业绩表现【整体业绩】（1）23 年营收4.91 亿元（+31.72%），归母净利润-2.88 亿元，扣非归母净利润-3.35 亿元。（2）23Q4 营收2.68 亿元（+33.14%），归母净利润-0.20 亿元，扣非归母净利润-0.38 亿元。（3）24Q1 营收0.63 亿元（+46.00%），归母净利润-0.89 亿元，扣非归母净利润-0.93 亿元。【分产品看】23 年大数据与云基础平台...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404301851228b65f628&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"688031":"星环科技","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4535":"淡马锡持仓","BK4529":"IDC概念","BK4534":"瑞士信贷持仓","INTC":"英特尔","BK4585":"ETF&股票定投概念","BK4527":"明星科技股","BK4588":"碎股","BK4550":"红杉资本持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4554":"元宇宙及AR概念","BK4141":"半导体产品","BK4512":"苹果概念","BK4579":"人工智能","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","BK4575":"芯片概念","BK4515":"5G概念"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202404301851228b65f628&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2431231154","content_text":"业绩表现【整体业绩】（1）23 年营收4.91 亿元（+31.72%），归母净利润-2.88 亿元，扣非归母净利润-3.35 亿元。（2）23Q4 营收2.68 亿元（+33.14%），归母净利润-0.20 亿元，扣非归母净利润-0.38 亿元。（3）24Q1 营收0.63 亿元（+46.00%），归母净利润-0.89 亿元，扣非归母净利润-0.93 亿元。【分产品看】23 年大数据与云基础平台软件业务收入1.87 亿元（+43.51%）、分布式关系型数据库软件业务收入0.54 亿元（+71.57%）、数据开发与智能分析工具软件业务收入0.85 亿元（+61.98%）、应用与解决方案收入0.79 亿元（+29.33%）。【毛利率】23 年毛利率59.61%，同比增加3.07pct、23Q4 毛利率60.07%，同比增加1.32pct；24Q1 毛利率69.27%，同比增加17.70pct；注：括号内均为同比增速业绩点评营收高速增长，盈利能力持续攀升公司23 年实现营收4.91 亿元（+31.72%），23Q4 实现营收2.68 亿元（+33.14%），24Q1 营收0.63 亿元（+46.00%）。根据公司23 年年报披露，公司确认收入的客户数量为578 家，相比2022 年同期的514 家，同比增长12.5%，其中确认收入金额大于100 万的高价值客户数目由上年同期的101家增加至报告期内的134 家，公司平均客单价相比上年同期提升显著。同时，公司继续提质增效，主动聚焦高价值、高毛利的软件授权业务，积极构建产品技术生态，培养交付合作伙伴，优化服务实施成本，公司毛利率由2022 年的 56.54%提升至59.61%。三费费率全面下降，成本优化成效显著公司23 年销售/管理/研发费用率53.50%/25.66%/45.45%，销售费用率同比减少1.58pct，管理费用率同比减少6.90pct，研发费用率同比减少6.61pct。公司的三费费率合计由2022 年的139.70%下降至2023 的124.61%。同时，公司通过对内部流程的持续优化，为公司的长期可持续发展奠定了坚实的基础。拥抱大模型+向量数据库，协同Intel 打造AIPC 应用时代AIPC 能够通过学习用户的行为模式来优化性能，提供更加精准的信息检索、内容推荐和自动化任务处理。需要端侧大模型产品，也需要向量数据库去将文本、图像、视频等内容转化为高维向量分析和处理。星环科技提供：1）分布式向量数据库Hippo2）大模型运营管理软件Sophon LLMOps3）端侧大模型产品：企业级垂直领域问答大模型“无涯”及其衍生的数据分析大模型“求索”。星环科技于2024 年3 月在英特尔商用客户端AIPC 产品发布会，发布“无涯大模型AIPC 版”，并预发布“无涯·问知”AIPC 版。目前，“无涯”和“求索”均已通过国家互联网信息办公室的深度合成服务算法备案。截至2023 年年末，公司提供的大模型时代AI Infra 相关产品订单逾 5400 万元。盈利预测与估值我们预计公司2024-2026 年实现营业收入分别为6.81/8.99/11.01 亿元，同比增速38.73%/32.07%/22.48%；2024-2026 年归母净利润分别为-1.29/-0.67/0.15 亿元，对应2024 年P/S 8.16 倍。维持“ 买入”评级。风险提示行业竞争加剧、业务拓展不及预期、提供的产品服务不能及时满足政策要求、国产替代进展未达预期风险等。","news_type":1},"isVote":1,"tweetType":1,"viewCount":333,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":268633353949224,"gmtCreate":1706615212566,"gmtModify":1706615213995,"author":{"id":"3542948933081376","authorId":"3542948933081376","name":"Galois189","avatar":"https://static.tigerbbs.com/307cdcc9c42b33293067e9fd5f22e355","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542948933081376","authorIdStr":"3542948933081376"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$&nbsp;</a> 这个股票还没有退市？","listText":"<a href=\"https://laohu8.com/S/IQ\">$爱奇艺(IQ)$&nbsp;</a> 这个股票还没有退市？","text":"$爱奇艺(IQ)$ 这个股票还没有退市？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/268633353949224","isVote":1,"tweetType":1,"viewCount":16970,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":260068108611656,"gmtCreate":1704503238607,"gmtModify":1704503240147,"author":{"id":"3542948933081376","authorId":"3542948933081376","name":"Galois189","avatar":"https://static.tigerbbs.com/307cdcc9c42b33293067e9fd5f22e355","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542948933081376","authorIdStr":"3542948933081376"},"themes":[],"htmlText":"把迷雾剧拍成生活剧，也算创新了","listText":"把迷雾剧拍成生活剧，也算创新了","text":"把迷雾剧拍成生活剧，也算创新了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/260068108611656","repostId":"2393109372","repostType":2,"repost":{"id":"2393109372","pubTimestamp":1703163197,"share":"https://www.laohu8.com/m/news/2393109372?lang=&edition=full","pubTime":"2023-12-21 20:53","market":"us","language":"zh","title":"迷雾剧场回归，爱奇艺能否打开更大想象空间","url":"https://stock-news.laohu8.com/highlight/detail?id=2393109372","media":"北京商报官方账号","summary":"作为此次迷雾剧场回归的首发之作，《三大队》可能承载着不一般的期待，关乎会员，关乎收入。此外，迷雾剧场还需要在市场推广和品牌建设方面作出努力，提高品牌知名度和影响力，进一步巩固爱奇艺在核心戏剧赛道的优势。此外，迷雾剧场能够稳定地输出优质内容，有助于提高爱奇艺的品牌形象，进一步吸引广告商和观众。财报数据显示，爱奇艺三季度总营收80亿元，同比增长7%。归属于爱奇艺的净利润为4.759亿元，上年同期净亏损3.956亿元。","content":"<div>\n<p>“请转告局长，三大队任务完成了”。2018年，“三大队”的纪实故事走红网络，“万人请愿”拍成电影。五年后，故事先是成功搬上大荧幕，又在一周后火速上线剧版，一并拉开了爱奇艺新一季迷雾剧场的序幕。真实事件改编，强大的流量基础，实力派演员的选择，迷雾的金字招牌，仿佛集合了一切爆款元素。而选择以流量与口碑著称的《三大队》开篇，也不难反推出爱奇艺的谋划：以内容为支点，撬动发展空间。《三大队》开篇影版《三大队...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202312212057328760de30&s=b\">Web Link</a>\n\n</div>\n","source":"tencent","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\" 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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迷雾剧场回归，爱奇艺能否打开更大想象空间\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-12-21 20:53 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202312212057328760de30&s=b><strong>北京商报官方账号</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>“请转告局长，三大队任务完成了”。2018年，“三大队”的纪实故事走红网络，“万人请愿”拍成电影。五年后，故事先是成功搬上大荧幕，又在一周后火速上线剧版，一并拉开了爱奇艺新一季迷雾剧场的序幕。真实事件改编，强大的流量基础，实力派演员的选择，迷雾的金字招牌，仿佛集合了一切爆款元素。而选择以流量与口碑著称的《三大队》开篇，也不难反推出爱奇艺的谋划：以内容为支点，撬动发展空间。《三大队》开篇影版《三大队...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202312212057328760de30&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"BK4505":"高瓴资本持仓","BK4526":"热门中概股","BK4552":"Archegos爆仓风波概念","IQ":"爱奇艺","BK4531":"中概回港概念","BK4108":"电影和娱乐"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202312212057328760de30&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2393109372","content_text":"“请转告局长，三大队任务完成了”。2018年，“三大队”的纪实故事走红网络，“万人请愿”拍成电影。五年后，故事先是成功搬上大荧幕，又在一周后火速上线剧版，一并拉开了爱奇艺新一季迷雾剧场的序幕。真实事件改编，强大的流量基础，实力派演员的选择，迷雾的金字招牌，仿佛集合了一切爆款元素。而选择以流量与口碑著称的《三大队》开篇，也不难反推出爱奇艺的谋划：以内容为支点，撬动发展空间。《三大队》开篇影版《三大队》没有辜负当年的期待，上映三天总票房破2亿元，口碑爆棚。截至12月20日24时，累计票房收入（含服务费）已超过3.01亿元。电影的成功或许给电视剧版的《三大队》试了一波水，或是铺了一波路。12月21日晚9点，电视剧版《三大队》“空降”迷雾剧场，距离《三大队》电影正式上映只有6天。演员秦昊饰演三大队故事里的主角“程兵”，而这也是秦昊与爱奇艺迷雾剧场的第三次交集，此前两次分别是剧集《无证之罪》和《隐秘的角落》。根据今年9月发布的2023-2024爱奇艺片单，迷雾剧场共有6部作品，除《三大队》外，还包括《乌云之上》《二十一天》《交错的场景》《不可告人》《看不见影子的少年》。除《乌云之上》和《看不见影子的少年》上映时间为2024年外，其余均为2023年四季度。“迷雾剧场作为爱奇艺用来黏住用户和吸引付费的一个关键点，本质就是以爆款独占剧来驱动用户付费热情，模式和奈飞并无二致。”在接受北京商报记者采访时，人民网、人民邮电报专栏作者张书乐如此说道。但张书乐也同时提到，是否有足够高频的爆款剧，将是爱奇艺用户黏性和付费热情成败的关键。此外，长视频竞争面临短视频分割用户市场、各类平台进击短剧切割长视频热度的新情况，长视频的用户黏性正在丧失，也使得其需要探索更多高黏性影视类型的可能。2020年上线的《隐秘的角落》和《沉默的真相》，高分突围，口碑爆炸，也一举打响了爱奇艺迷雾剧场的金字招牌。但后续稍显乏力，《八角亭谜雾》《致命愿望》等接连几部作品表现平平。作为此次迷雾剧场回归的首发之作，《三大队》可能承载着不一般的期待，关乎会员，关乎收入。盘古智库高级研究员江瀚对北京商报记者分析称，迷雾剧场需要为爱奇艺提供高质量、引人入胜的悬疑剧内容，以吸引和留住会员观众。其次，迷雾剧场需要不断创新和突破，提供多样化的悬疑剧作品，以满足不同观众的需求。此外，迷雾剧场还需要在市场推广和品牌建设方面作出努力，提高品牌知名度和影响力，进一步巩固爱奇艺在核心戏剧赛道的优势。资深产业经济观察家梁振鹏则提到，迷雾剧场的作品多为原创或独家播出，这有助于保护爱奇艺的内容版权，增加其核心竞争力。此外，迷雾剧场能够稳定地输出优质内容，有助于提高爱奇艺的品牌形象，进一步吸引广告商和观众。长视频的“内容之战”“三季度ARM（月度平均单会员收入）首次突破15元在预期之内，这是我们在内容质量和会员权益两个方面长期耕耘的结果，用户越来越愿意为优质内容和服务支付合理价格。” 今年11月的财报电话会上，爱奇艺高级副总裁、新技术消费事业群总裁段有桥如此说道。爱奇艺首席内容官王晓晖也表示，未来，爱奇艺的目标仍旧是稳定持续输出高品质和多元化的内容，继续巩固核心戏剧赛道优势，同时在其他内容品类寻求更多突破。此外，王晓晖还提到，预计明年将重点提高头部剧集项目的投入比例，2024年第一季度将推出新一季迷雾剧场，力争“开门红”。对于具体的情况等问题，北京商报记者联系了爱奇艺，截至发稿未收到回复。据悉，三季度爱奇艺上新重点剧集中原创剧集占比超过60%，当季推出的内容在热度和营销上均有不俗表现。暑期档的黑马剧《莲花楼》，是爱奇艺第十部内容热度值破万的剧集，围绕该剧开发的衍生品销售额超过1800万元。财报数据显示，爱奇艺三季度总营收80亿元，同比增长7%。归属于爱奇艺的净利润为4.759亿元，上年同期净亏损3.956亿元。爱奇艺三季度会员服务营收50亿元，同比增长19%。日均订阅会员数1.075亿，同比增长6%，ARM达15.54元，同比增长12%。“长视频竞争目前已经进入了多元化、高品质、创新化的阶段。”江瀚认为，各大平台都在不断推出新的内容品类和形式，以满足不同观众的需求。同时，平台也在不断提高内容的质量和品质，以提供更好的用户体验。此外，平台也在不断创新和突破，探索新的商业模式和运营模式，以适应市场的变化和用户的需求。今年4月，腾讯视频推出短剧集群剧场“X剧场”，并以一部《漫长的季节》实现“高开疯走”。据悉，第一季X剧场囊括现实悬疑、年代传奇、古装探案等多种题材的精品短剧。精品化正成为趋势，长视频也在构建内容的护城河。梁振鹏分析称，长视频竞争已经进入了内容为王阶段。视频平台纷纷加大对优质内容的投入，以吸引和留住观众。内容的竞争直接关系着后续会员、市场等方面的竞争。梁振鹏称，当下长视频平台亦进入会员争夺阶段。各大平台通过提供独家内容、优化会员服务等方式，争夺市场份额。再次，生态布局阶段。视频平台开始拓展业务范围，布局周边产业，实现多元化发展。最后，技术创新阶段。未来，视频平台将借助5G、AI等技术，实现更高质量的视频内容和更便捷的观影体验。北京商报记者 杨月涵","news_type":1},"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":204590459261168,"gmtCreate":1690980178754,"gmtModify":1690980180237,"author":{"id":"3542948933081376","authorId":"3542948933081376","name":"Galois189","avatar":"https://static.tigerbbs.com/307cdcc9c42b33293067e9fd5f22e355","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542948933081376","authorIdStr":"3542948933081376"},"themes":[],"htmlText":"But NV is too too expensive now&nbsp;","listText":"But NV is too too expensive now&nbsp;","text":"But NV is too too expensive now","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/204590459261168","repostId":"2356848791","repostType":2,"repost":{"id":"2356848791","pubTimestamp":1690972204,"share":"https://www.laohu8.com/m/news/2356848791?lang=&edition=full","pubTime":"2023-08-02 18:30","market":"us","language":"en","title":"Intel Reality Check: INTC Stock’s Upswing Looks Like a Trap.","url":"https://stock-news.laohu8.com/highlight/detail?id=2356848791","media":"InvestorPlace","summary":"If you're thinking about buying INTC stock now, first look through all of Intel's quarterly results and you'll probably change your mind.","content":"<html><body><div>\n<div>\n<ul><li><strong>Intel’s</strong> (<strong>INTC</strong>) quarterly results aren’t necessarily as stellar as they may seem to be.</li><li>Intel’s chief executive practically admitted that the company will lose revenue to <strong>Nvidia</strong> (<strong>NVDA</strong>).</li><li>Investors shouldn’t be too excited about INTC stock now.</li></ul> </div>\n<div></div>\n<figure>\n<div>\n<img decoding=\"async\" height=\"432\" sizes=\"(max-width: 768px) 100vw, 768px\" src=\"https://investorplace.com/wp-content/uploads/2022/11/intc1600-768x432.png\" srcset=\"https://investorplace.com/wp-content/uploads/2022/11/intc1600-768x432.png 768w, https://investorplace.com/wp-content/uploads/2022/11/intc1600-300x169.png 300w, https://investorplace.com/wp-content/uploads/2022/11/intc1600-1024x576.png 1024w, https://investorplace.com/wp-content/uploads/2022/11/intc1600-1536x864.png 1536w, https://investorplace.com/wp-content/uploads/2022/11/intc1600-200x113.png 200w, https://investorplace.com/wp-content/uploads/2022/11/intc1600-400x225.png 400w, https://investorplace.com/wp-content/uploads/2022/11/intc1600-116x65.png 116w, https://investorplace.com/wp-content/uploads/2022/11/intc1600-100x56.png 100w, https://investorplace.com/wp-content/uploads/2022/11/intc1600-89x50.png 89w, https://investorplace.com/wp-content/uploads/2022/11/intc1600-78x44.png 78w, https://investorplace.com/wp-content/uploads/2022/11/intc1600.png 1600w\" width=\"768\"/> </div>\n<figcaption>\n<p>Source: JHVEPhoto / Shutterstock.com</p>\n</figcaption>\n</figure>\n<div>\n<p>It’s funny how the financial market can flip so quickly. During the past several years, many investors disliked <strong>Intel</strong> (NASDAQ:<strong>INTC</strong>) stock because the company lost market share to its chip-making rivals.</p>\n<p>Now, suddenly, some folks are ultra-bullish about INTC stock. Yet, there are reasons to maintain a healthy sense of skepticism about Intel.</p>\n<p>Intel stock doesn’t deserve a full-scale “F” grade. However, it does get a “D” grade because the company’s financials don’t seem to justify CEO Pat Gelsinger’s high optimism.</p>\n<p>At the end of the day, you’ll definitely want to get all of the relevant facts about Intel before considering a potentially ill-timed share position.\n</p>\n<h2>INTC Stock Jumps, but the News Isn’t All Good</h2>\n<p>Gelsinger was quite confident after Intel released its most recent round of quarterly earnings results. He seemed to suggest that Intel is at a “turning point” and declared, “It’s nice bouncing off the bottom.”</p>\n<p>Should Gelsinger set himself up as Intel’s savior, though? Calling a “bottom” may be premature. Even though Intel posted a profit in 2023’s second quarter, there are some less encouraging facts that the bulls shouldn’t ignore.</p>\n<p>First, Intel’s revenue declined 15% year over year. The company’s gross margin and operating margin declined, while Intel’s GAAP-measured tax rate ballooned to 280.5%.</p>\n<p>In addition, INTC stock probably jumped post-earnings because the company benefited from rock-bottom expectations.</p>\n<p>After all, in the wake of the company’s poor first-quarter performance and massive dividend cut, Intel seemingly had nowhere to go but up.</p>\n<h2>Intel’s CEO Acknowledges a Big Problem</h2>\n<p>Intel basically had no choice except to jump on the artificial intelligence chip bandwagon this year. Otherwise, other companies would quickly crowd Intel out of this lucrative tech-market niche.</p>\n<p>Or maybe, it’s too late as Intel has already been crowded out by AI chip leaders, and especially <strong>Nvidia</strong> (NASDAQ:<strong>NVDA</strong>).</p>\n<p>Gelsinger might claim that Intel is “well-positioned to capitalize on the significant growth across the AI continuum.”</p>\n<p>However, he practically had to acknowledge Nvidia’s dominance and Intel’s weakness in this market.</p>\n<p>Look closely at Intel’s quarterly results. What you’ll find is that the company’s Data Center and AI revenue declined 15% year over year.</p>\n<p>Gelsinger made a striking admission during Intel’s second-quarter earnings conference call. He stated, “We do think that the next quarter, at least, will show some softness [for the data center business].”</p>\n<p>Indeed, Nvidia is so dominant that Gelsinger almost admitted that Nvidia will divert AI and data-center revenue away from Intel:</p>\n<p>“We do see that big cloud customers, in particular, have put a lot of energy into building out their high-end AI training environments. And that is putting more of their budgets focused or prioritized into the AI portion of their build out,” he said.</p>\n<h2>Intel Stock Isn’t Your Best Post-Earnings Pick</h2>\n<p>Gelsinger can’t just come out and say that Nvidia will continue to eat Intel’s lunch. Yet, cautious investors can come to this conclusion on their own.</p>\n<p>In addition, financial traders should look at all of Intel’s quarterly stats – not just the positive ones – before they form any conclusions. Finally, Intel stock gets a “D” grade and isn’t a high-confidence chip-market pick now.</p>\n<p><em>On the date of publication, Louis Navellier had a long position in NVDA. Louis Navellier did not have (either directly or indirectly) any other positions in the securities mentioned in this article.</em></p>\n<p><em>The InvestorPlace Research Staff member primarily responsible for this article did not hold (either directly or indirectly) any positions in the securities mentioned in this article.</em></p>\n<div>\n<p>Louis Navellier, who has been called “one of the most important money managers of our time,” has broken the silence in this shocking “tell all” video… exposing one of the most shocking events in our country’s history… and the one move every American needs to make today.</p>\n</div>\n<div>\n<p>Technology, Semiconductor</p>\n</div>\n<div>\n<div>\n<div></div>\n<div></div>\n</div>\n</div>\n</div>\n<div>\n<div hidden=\"true\">\n<div>\n<svg fill=\"none\" height=\"32\" viewbox=\"0 0 261 32\" width=\"261\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M38.8652 7.49652H42.2492V25.7517H38.8652V7.49652ZM60.0112 7.49652H63.3142V25.7517H60.0921L50.9278 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src=\"https://investorplace.com/wp-content/plugins/lazy-load/images/1x1.trans.gif\"/>\n</div>\n<div>\n<label>\n<span></span>\n</label>\n<h3></h3>\n<div></div>\n<div>\n<form method=\"post\">\n<input type=\"hidden\" value=\"\"/>\n<input type=\"hidden\" value=\"\"/>\n<input type=\"hidden\" value=\"\"/>\n<input type=\"hidden\" value=\"free\"/>\n<input placeholder=\"Email Address\" required=\"\" type=\"email\" value=\"\"/>\n<button>Submit</button>\n</form>\n</div>\n</div>\n</div>\n</div>\n<div>\n<hr/>\n<p>Article printed from InvestorPlace Media, https://investorplace.com/market360/2023/08/intc-stock-investors-keep-your-confidence-in-check/.</p>\n<p>©2023 InvestorPlace Media, LLC</p>\n</div>\n<div></div>\n</div></body></html>","source":"investorplace_stock_picks","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>Intel Reality Check: INTC Stock’s Upswing Looks Like a Trap.</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\">\nIntel Reality Check: INTC Stock’s Upswing Looks Like a Trap.\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-02 18:30 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://investorplace.com/market360/2023/08/intc-stock-investors-keep-your-confidence-in-check/><strong>InvestorPlace</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Intel’s (INTC) quarterly results aren’t necessarily as stellar as they may seem to be.Intel’s chief executive practically admitted that the company will lose revenue to Nvidia (NVDA).Investors shouldn...</p>\n\n<a href=\"https://investorplace.com/market360/2023/08/intc-stock-investors-keep-your-confidence-in-check/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0079474960.USD":"联博美国增长基金A","LU0056508442.USD":"贝莱德世界科技基金A2","BK4512":"苹果概念","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4532":"文艺复兴科技持仓","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","BK4585":"ETF&股票定投概念","BK4567":"ESG概念","LU0109392836.USD":"富兰克林科技股A","INTC":"英特尔","NVDA":"英伟达","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","BK4529":"IDC概念","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4548":"巴美列捷福持仓","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4515":"5G概念","BK4550":"红杉资本持仓","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4535":"淡马锡持仓","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","BK4551":"寇图资本持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","BK4534":"瑞士信贷持仓","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","BK4141":"半导体产品","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4549":"软银资本持仓","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC"},"source_url":"https://investorplace.com/market360/2023/08/intc-stock-investors-keep-your-confidence-in-check/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2356848791","content_text":"Intel’s (INTC) quarterly results aren’t necessarily as stellar as they may seem to be.Intel’s chief executive practically admitted that the company will lose revenue to Nvidia (NVDA).Investors shouldn’t be too excited about INTC stock now. \n\n\n\n \n\nSource: JHVEPhoto / Shutterstock.com\n\n\n\nIt’s funny how the financial market can flip so quickly. During the past several years, many investors disliked Intel (NASDAQ:INTC) stock because the company lost market share to its chip-making rivals.\nNow, suddenly, some folks are ultra-bullish about INTC stock. Yet, there are reasons to maintain a healthy sense of skepticism about Intel.\nIntel stock doesn’t deserve a full-scale “F” grade. However, it does get a “D” grade because the company’s financials don’t seem to justify CEO Pat Gelsinger’s high optimism.\nAt the end of the day, you’ll definitely want to get all of the relevant facts about Intel before considering a potentially ill-timed share position.\n\nINTC Stock Jumps, but the News Isn’t All Good\nGelsinger was quite confident after Intel released its most recent round of quarterly earnings results. He seemed to suggest that Intel is at a “turning point” and declared, “It’s nice bouncing off the bottom.”\nShould Gelsinger set himself up as Intel’s savior, though? Calling a “bottom” may be premature. Even though Intel posted a profit in 2023’s second quarter, there are some less encouraging facts that the bulls shouldn’t ignore.\nFirst, Intel’s revenue declined 15% year over year. The company’s gross margin and operating margin declined, while Intel’s GAAP-measured tax rate ballooned to 280.5%.\nIn addition, INTC stock probably jumped post-earnings because the company benefited from rock-bottom expectations.\nAfter all, in the wake of the company’s poor first-quarter performance and massive dividend cut, Intel seemingly had nowhere to go but up.\nIntel’s CEO Acknowledges a Big Problem\nIntel basically had no choice except to jump on the artificial intelligence chip bandwagon this year. Otherwise, other companies would quickly crowd Intel out of this lucrative tech-market niche.\nOr maybe, it’s too late as Intel has already been crowded out by AI chip leaders, and especially Nvidia (NASDAQ:NVDA).\nGelsinger might claim that Intel is “well-positioned to capitalize on the significant growth across the AI continuum.”\nHowever, he practically had to acknowledge Nvidia’s dominance and Intel’s weakness in this market.\nLook closely at Intel’s quarterly results. What you’ll find is that the company’s Data Center and AI revenue declined 15% year over year.\nGelsinger made a striking admission during Intel’s second-quarter earnings conference call. He stated, “We do think that the next quarter, at least, will show some softness [for the data center business].”\nIndeed, Nvidia is so dominant that Gelsinger almost admitted that Nvidia will divert AI and data-center revenue away from Intel:\n“We do see that big cloud customers, in particular, have put a lot of energy into building out their high-end AI training environments. And that is putting more of their budgets focused or prioritized into the AI portion of their build out,” he said.\nIntel Stock Isn’t Your Best Post-Earnings Pick\nGelsinger can’t just come out and say that Nvidia will continue to eat Intel’s lunch. Yet, cautious investors can come to this conclusion on their own.\nIn addition, financial traders should look at all of Intel’s quarterly stats – not just the positive ones – before they form any conclusions. Finally, Intel stock gets a “D” grade and isn’t a high-confidence chip-market pick now.\nOn the date of publication, Louis Navellier had a long position in NVDA. Louis Navellier did not have (either directly or indirectly) any other positions in the securities mentioned in this article.\nThe InvestorPlace Research Staff member primarily responsible for this article did not hold (either directly or indirectly) any positions in the securities mentioned in this article.\n\nLouis Navellier, who has been called “one of the most important money managers of our time,” has broken the silence in this shocking “tell all” video… exposing one of the most shocking events in our country’s history… and the one move every American needs to make today.\n\n\nTechnology, Semiconductor\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n\nSubmit\n\n\n\n\n\n\n\nArticle printed from InvestorPlace Media, https://investorplace.com/market360/2023/08/intc-stock-investors-keep-your-confidence-in-check/.\n©2023 InvestorPlace Media, LLC","news_type":1},"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":197129382875256,"gmtCreate":1689152749746,"gmtModify":1689152750826,"author":{"id":"3542948933081376","authorId":"3542948933081376","name":"Galois189","avatar":"https://static.tigerbbs.com/307cdcc9c42b33293067e9fd5f22e355","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542948933081376","authorIdStr":"3542948933081376"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>英特尔的AI加速卡在中国市场很有希望","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a>英特尔的AI加速卡在中国市场很有希望","text":"$英特尔(INTC)$ 英特尔的AI加速卡在中国市场很有希望","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/197129382875256","isVote":1,"tweetType":1,"viewCount":475,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":665488909,"gmtCreate":1667442649001,"gmtModify":1667442651515,"author":{"id":"3542948933081376","authorId":"3542948933081376","name":"Galois189","avatar":"https://static.tigerbbs.com/307cdcc9c42b33293067e9fd5f22e355","crmLevel":3,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3542948933081376","authorIdStr":"3542948933081376"},"themes":[],"htmlText":"飞机高铁上不好用吧","listText":"飞机高铁上不好用吧","text":"飞机高铁上不好用吧","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/665488909","repostId":"2280551575","repostType":2,"repost":{"id":"2280551575","pubTimestamp":1667440455,"share":"https://www.laohu8.com/m/news/2280551575?lang=&edition=full","pubTime":"2022-11-03 09:54","market":"us","language":"zh","title":"云栖大会展出多款创新终端 笔记本机皇、","url":"https://stock-news.laohu8.com/highlight/detail?id=2280551575","media":"视频","summary":"在11月2日云栖大会开放日上，一批搭载阿里云无影架构的新终端形态对外展出：包括无影笔记本、Rokid Air+Station、谷东工业AR眼镜、MAXHUB智能显示器、5G本DEXBOOK等。个人计算终端呈现云端加速融合趋势。无影笔记本是第一款云笔记本产品，呈现出计算力超出了硬件形态。","content":"<html><body><div>\n<div itemprop=\"articleBody\">\n<img src=\"https://mercrt-fd.zol-img.com.cn/t_s640x360/g7/M00/03/09/ChMkK2NjHbyIVC-mACUv2Xu9YMoAAJNvwCj6-0AJS_x307.png\"/><div>\n<div><div></div></div>\n</div>\n<p>在11<span>月</span>2<span>日云栖大会开放日上，一批搭载阿里云无影架构的新终端形态对外展出：包括无影笔记本、</span>Rokid Air+Station<span>、谷东工业</span>AR<span>眼镜、</span>MAXHUB<span><a href=\"https://laohu8.com/S/5RE.SI\">智能</a>显示器、</span>5G<span>本</span>DEXBOOK<span>等。个人计算终端呈现云端加速融合趋势。</span></p><p><span>无影笔记本是第一款云笔记本产品，呈现出计算力超出了硬件形态。这款笔记本重量低于</span>1.29<span>千克，厚度低于</span>13.9<span>毫米，与<a href=\"https://laohu8.com/S/AAPL\">苹果</a></span>Macbook Air M1 <span>相当。日前有评测达人透露，这款产品的工程样机在</span>Cinebench<span>上跑分达到</span>12<span>万以上，通过接入云上算力，被网友称为</span>“<span>全球第一</span>”<span>、</span>“<span>机皇</span>”<span>。</span><span></span></p><p><span></span><img src=\"https://mercrt-fd.zol-img.com.cn/t_s640x360/g7/M00/03/09/ChMkK2NjHbyIVC-mACUv2Xu9YMoAAJNvwCj6-0AJS_x307.png\"/><strong>无影笔记本及全家福产品特性</strong></p><p><span>用户在任何终端登入无影账号，都可以实现计算存储的弹性使用。无影笔记本通过端侧</span>AI<span>超分等技术，实现高清画质下的极低能耗、超长续航。实验室数据显示，其普通办公续航达到</span>20<span>小时左右；播放高清视频或</span>3D<span>渲染场景也可达</span>12<span>小时。</span></p><p><span>同时，整体设计强调超便携但更安全。笔记本取代桌面电脑，已成为更多移动工作场景标配，但对于科技公司，代码、数据等资产如何治理，亟需云安全产品和灵活可控的外接策略。无影目前支持</span>300<span>多类外接设备，并可以进行企业内网、外网、设备之间清晰独立的安全策略设置。</span></p><p><span>无影架构在工业级与消费级增强现实终端上，让性能与轻薄得以平衡。智能</span>AR<span>眼镜厂商</span>Rokid<span>新发布的</span>Rokid Air+Station <span>套件产品，可以让用户戴上仅重</span>83g<span>的</span>AR<span>眼镜，连接蓝牙键鼠，即可使用无影云电脑。在移动办公场景下，用便携私密大屏的形式，完成大型设计、影视渲染等重协同工作。</span></p><p><img src=\"https://mercrt-fd.zol-img.com.cn/t_s640x425/g7/M00/03/09/ChMkLGNjHfmINs33ABhx0tDl76cAAJNvwKGetQAGHHq679.png\"/><strong>云栖大会B区无影展区Rokid Air+Station</strong></p><p><span>工业</span>AR<span>企业谷东科技在工业</span>AR<span>头盔中调用无影，帮客户进行航空发动机组件、高精医科手术教学等百万面精度的模拟实训，同时支持语音和手势交互，在嘈杂环境下能够作业，保证多端协同、数据安全、异地访问。</span></p><p><strong><img src=\"https://mercrt-fd.zol-img.com.cn/t_s640x426/g7/M00/03/09/ChMkLGNjHiCIFD5rACjCVF8KdhgAAJNvwM4C1oAKMJs501.png\"/></strong><strong>云栖大会开放日上，观众试用搭载无影的工业AR头盔</strong></p><p>无影与5G场景也通过更多终端加速融合。<a href=\"https://laohu8.com/S/600050\">中国联通</a>通过无影开发了基于自研雁飞5G模组的卡片云电脑，仅有名片大小，内置专网能力，最大程度利用5G超低延时特性。台达硕参与研发的DEXBOOK，通过5G+无影架构，实现14寸笔记本电脑中的极高的便携性与性价比。未来，云网端融合架构将继续深入探索，还能影响更多人类工业制造领域的大型终端。</p><p><strong><img src=\"https://mercrt-fd.zol-img.com.cn/t_s640x425/g7/M00/03/09/ChMkLGNjHqqIacz1AELdneLe7tgAAJNwAJkEk8AQt21269.png\"/></strong><strong>通过无影云网端融合架构，搭建的C919驾驶舱体验</strong></p><div><div><p><img src=\"https://img14.360buyimg.com/n0/s200x200_jfs/t1/105318/37/33189/96569/63623aa6Ec8ccbfac/410f8c2a6e812809.jpg\"/></p><p><strong><a href=\"https://laohu8.com/S/INTC\">英特尔</a>(Intel) i7-13700K 13代 酷睿 处理器 16核24线程 睿频至高可达5.4Ghz 30M三级缓存 台式机CPU</strong></p><p><zspan>[经销商]</zspan> 京东商城</p><p><zspan>[产品售价]</zspan> ￥3599元</p><p>进入购买</p></div></div><div><div><p><img src=\"https://img12.360buyimg.com/n0/s200x200_jfs/t1/126800/16/27829/77709/63622997Ed754199d/8f3474fca2fcdbb1.jpg\"/></p><p><strong>AMD 锐龙9 5900X 处理器(r9)7nm 12核24线程 3.7GHz 105W AM4接口 盒装CPU</strong></p><p><zspan>[经销商]</zspan> 京东商城</p><p><zspan>[产品售价]</zspan> ￥2399元</p><p>进入购买</p></div></div><p>本文属于原创文章，如若转载，请注明来源：云栖大会展出多款创新终端 笔记本机皇、AR眼镜均搭载无影架构https://cloud.zol.com.cn/805/8059956.html</p><div zpv-events-inview=\"article-cont-bottom-viewport\"></div>\n<div>纠错与问题建议<span>标签：</span>CPU</div><div>\n<span itemprop=\"url\">https://cloud.zol.com.cn/805/8059956.html</span>\n<span itemprop=\"indexUrl\">cloud.zol.com.cn</span>\n<span itemprop=\"isOriginal\">true</span>\n<span itemprop=\"author\"><a href=\"https://laohu8.com/S/000931\">中关村</a>在线</span>\n<span itemprop=\"isBasedOnUrl\">https://cloud.zol.com.cn/805/8059956.html</span>\n<span itemprop=\"genre\">report</span>\n<span itemprop=\"wordCount\">2074</span>\n<span itemprop=\"description\">在11月2日云栖大会开放日上，一批搭载阿里云无影架构的新终端形态对外展出：包括无影笔记本、Rokid Air+Station、谷东工业AR眼镜、MAXHUB智能显示器、5G本DEXBOOK等。个人计算终端呈现云端加速融合趋势。无影笔记本是第一款云笔记本产品，呈现出计算力超出了硬件形态。这...</span>\n</div></div>\n</div></body></html>","source":"zol_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>云栖大会展出多款创新终端 笔记本机皇、</title>\n<style 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Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4141":"半导体产品","BK4512":"苹果概念","INTC":"英特尔","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4575":"芯片概念","BK4554":"元宇宙及AR概念","BK4515":"5G概念","BK4534":"瑞士信贷持仓","BK4535":"淡马锡持仓","BK4527":"明星科技股","BK4529":"IDC概念","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD"},"source_url":"http://cloud.zol.com.cn/805/8059956.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2280551575","content_text":"在11月2日云栖大会开放日上，一批搭载阿里云无影架构的新终端形态对外展出：包括无影笔记本、Rokid Air+Station、谷东工业AR眼镜、MAXHUB智能显示器、5G本DEXBOOK等。个人计算终端呈现云端加速融合趋势。无影笔记本是第一款云笔记本产品，呈现出计算力超出了硬件形态。这款笔记本重量低于1.29千克，厚度低于13.9毫米，与苹果Macbook Air M1 相当。日前有评测达人透露，这款产品的工程样机在Cinebench上跑分达到12万以上，通过接入云上算力，被网友称为“全球第一”、“机皇”。无影笔记本及全家福产品特性用户在任何终端登入无影账号，都可以实现计算存储的弹性使用。无影笔记本通过端侧AI超分等技术，实现高清画质下的极低能耗、超长续航。实验室数据显示，其普通办公续航达到20小时左右；播放高清视频或3D渲染场景也可达12小时。同时，整体设计强调超便携但更安全。笔记本取代桌面电脑，已成为更多移动工作场景标配，但对于科技公司，代码、数据等资产如何治理，亟需云安全产品和灵活可控的外接策略。无影目前支持300多类外接设备，并可以进行企业内网、外网、设备之间清晰独立的安全策略设置。无影架构在工业级与消费级增强现实终端上，让性能与轻薄得以平衡。智能AR眼镜厂商Rokid新发布的Rokid Air+Station 套件产品，可以让用户戴上仅重83g的AR眼镜，连接蓝牙键鼠，即可使用无影云电脑。在移动办公场景下，用便携私密大屏的形式，完成大型设计、影视渲染等重协同工作。云栖大会B区无影展区Rokid Air+Station工业AR企业谷东科技在工业AR头盔中调用无影，帮客户进行航空发动机组件、高精医科手术教学等百万面精度的模拟实训，同时支持语音和手势交互，在嘈杂环境下能够作业，保证多端协同、数据安全、异地访问。云栖大会开放日上，观众试用搭载无影的工业AR头盔无影与5G场景也通过更多终端加速融合。中国联通通过无影开发了基于自研雁飞5G模组的卡片云电脑，仅有名片大小，内置专网能力，最大程度利用5G超低延时特性。台达硕参与研发的DEXBOOK，通过5G+无影架构，实现14寸笔记本电脑中的极高的便携性与性价比。未来，云网端融合架构将继续深入探索，还能影响更多人类工业制造领域的大型终端。通过无影云网端融合架构，搭建的C919驾驶舱体验英特尔(Intel) i7-13700K 13代 酷睿 处理器 16核24线程 睿频至高可达5.4Ghz 30M三级缓存 台式机CPU[经销商] 京东商城[产品售价] ￥3599元进入购买AMD 锐龙9 5900X 处理器(r9)7nm 12核24线程 3.7GHz 105W AM4接口 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