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火火兔爸

火火兔爸

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11-14

按他们估值特斯拉不知道死哪去了

跑赢所有目标价后，“AI大牛股”Palantir的高增长故事讲不下去了？

11-11

恰恰相反

Palantir与微软股票对决：华尔街认为未来只有一方将继续上涨

11-09

$Palantir Technologies Inc.(PLTR)$ 作为软件公司，一旦确认收入进入快速增长期，可能会出现指数级的使用量暴增。估值显然未考虑到这一点。这就是为什么每次财报都会超预期。

11-08

作为软件公司，一旦确认收入进入快速增长期，可能会出现指数级的使用量暴增。估值显然未考虑到这一点。这就是为什么每次财报都会超预期。

Palantir: The Top Is Likely In For Now After Appreciating 223.41% YTD (Rating Downgrade)

11-08

Replying to @火火兔爸:舍得投资子女教育，培养竞技体育锻炼品格，大量获得书籍，充实头脑//@火火兔爸:购买基础保险保障，留存部分长期债券理财大额存单，少部分活期货币基金，部分投资到股票债券。部分收租资产持有产生现金流。安装光伏和使用电动车减少现金流失。

11-08

购买基础保险保障，留存部分长期债券理财大额存单，少部分活期货币基金，部分投资到股票债券。部分收租资产持有产生现金流。安装光伏和使用电动车减少现金流失。

11-08

作为软件公司，一旦确认收入进入快速增长期，可能会出现指数级的使用量暴增。估值显然未考虑到这一点。

抱歉，原内容已删除

11-05

这属于吃饭都怕自己噎死没事找事

在群情激昂中卖出Nvidia！客户集中、估值过高，Nvidia被诸多风险因素环绕

11-01

简陋

11-01

这篇文章不错，转发给大家看看

@小虎活动:【万圣节特别活动】“妆”神弄鬼挑战赛，装饰你的万圣节小虎～

11-01

简陋版

10-30

二十个人搞毛线

OpenAI大动作！自研AI芯片，预计2026年投产

10-30

苹果客户那么分散也没见降低风险，创新能力才是根本

46% of Nvidia's Revenue Came From 4 Mystery Customers Last Quarter

10-30

乌龟追兔子，前提是兔子得自以为是原地休息，可英伟达却恰恰是一只既跑的快又特别勤奋的兔子怎么追？

AMD势在必行挑战Nvidia！但华尔街对此仍心存疑虑

10-30

前提是英伟达会像英特尔一样固步自封，可能吗？

AMD势在必行挑战Nvidia！但华尔街对此仍心存疑虑

10-23

有点硬扯

异动解读 | 核能概念股盘中大跌投资者担忧行业发展前景

10-15

Replying to @火火兔爸:说的这么祝你才给三十，感情看字数 [冷漠] [喷血]//@火火兔爸:见光死

10-10

见光死

10-04

碰瓷

美国突发消息！英伟达涉隐瞒“加密货币挖矿收入” 美国司法部、证监会支持集体诉讼

10-02

$谷歌(GOOG)$ 还能预定草莓？AI代理“未来可期” 在昨夜的开发者大会上，Weil演绎了这样有趣一幕，展现出AI代理在帮助用户解决日常事物时的灵活性，以及与人类更加自然的互动，赢取了在场观众的欢笑与掌声。 Weil先是与AI代理对话，希望AI可以协助他采购本地草莓。Weil说：“请你打个电话，看看能不能帮我们把400个草莓送到会场，但请控制在1500美元以下。” 接着，AI代理回应：“我来了，我马上就会把这些草莓送到您的手中。”并立即向当地采购企业致电，表示希望订购400个草莓，并称自己可以“现金支付”。 AI代理在电话里表示：“我需要400个巧克力草莓。请将它们送到Fort Mason的的Gateway Pavilion，我会付现金。” 采购商玩笑称：“我就在你的附近，可以在37秒内到达。” AI代理说：“那真是快得令人难以置信。谢谢。” 最后，Weil表示：“如果我们做得对，我们就能花更多的时间在重要的事情上，而花更少的时间盯着手机。” 或许，AI代理的未来会更加值得期待。

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20:25","market":"us","language":"zh","title":"跑赢所有目标价后，“AI大牛股”Palantir的高增长故事讲不下去了？","url":"https://stock-news.laohu8.com/highlight/detail?id=1144603195","media":"智通财经网","summary":"最近的涨势进一步推高了Palantir的估值。","content":"<html><head></head><body><p>Palantir的表现让怀疑者感到困惑，尽管一些华尔街人士质疑其过高的估值和公司收入增长的可持续性，但其股价仍在继续走高。</p><p style=\"text-align: justify;\">Palantir今年上涨了 250% 以上，其中很大一部分涨幅来自上周超出预期的收益。特朗普的选举胜利也为该公司增添了动力，看涨者指出，该公司与特朗普的管理关系以及新政府推动人工智能以促进销售的可能性。</p><p style=\"text-align: justify;\">最近的涨势进一步推高了 Palantir 本来就不菲的估值。该公司股票的预期市盈率约为 135 倍，远高于纳斯达克 100 指数中公司约 27 倍的平均市盈率。按企业价值与收入之比计算，它也是标准普尔 500 指数中最昂贵的股票。对于一些投资者来说，其涨幅过大，过去一周有两位分析师下调了该股评级。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e32aa177976ade4b7d296930c31b0e8e\" alt=\"\" title=\"\" tg-width=\"631\" tg-height=\"357\"/></p><p style=\"text-align: justify;\">Jefferies 分析师Brent Thill写道： “虽然基本面良好，但 Palantir 必须连续四年将销售额增速提高到 40%，市盈率达到 2028 年预计收入的 12 倍，才能维持股价。”他还表示，这“似乎不太可能”。根据彭博社汇编的数据，市场普遍预期今年该公司的增长率为 26%，明年为 24%。Thill 将该股评级下调至“表现不佳”，理由是其估值不可持续。</p><p style=\"text-align: justify;\">Argus Research 分析师Joseph Bonner也表达了同样的看法。Bonner 写道：“Palantir 的股价今年已上涨了约两倍，可能已经超出了公司基本面所能支撑的范围。”他将股票评级下调至持有。</p><p style=\"text-align: justify;\">他补充道：“Palantir 专门服务于一小部分面临高度复杂 IT 挑战的组织，这可能会导致不均衡的结果，而市场往往会对高估值的科技股进行惩罚。”</p><p style=\"text-align: justify;\">华尔街对该股的矛盾态度反映在彭博追踪的分析师数据中。在研究该公司的 20 家公司中，一半给予“持有”或同等评级，而三家公司将 Palantir 评为“买入”，七家公司建议“卖出”。平均目标意味着下跌 39%——与当前交易存在巨大差距，这也可能部分归因于 Palantir 的散户投资者群体，他们是其最大的支持者之一。</p><p style=\"text-align: justify;\">还有其他迹象表明，一些人认为这波涨势已经走得太远了。根据 S3 Partners LLC 的数据，随着 Palantir 股价飙升，做空 Palantir 的空头今年账面损失超过 36 亿美元。但他们加倍押注该股将下跌，数据显示，空头持股占 Palantir 流通股的比例已从 9 月初的 2.8% 上升至本周的 4.6%。</p><p style=\"text-align: justify;\">另一方面，特朗普的决定性选举胜利让看涨者有了新的理由对该公司抱有乐观态度，该公司一半以上的收入来自政府合同。</p><p style=\"text-align: justify;\">DA Davidson 的Gil Luria对该股给予“中性”评级，他认为 Palantir 将从与特朗普的密切联系中受益，因为首席执行官兼联合创始人Alex Karp 、联合创始人Joe Lonsdale和董事长Peter Thiel “都与本届政府有着非常密切的关系”。</p><p style=\"text-align: justify;\">Luria在接受采访时表示，Palantir 的愿景“与特朗普及其政府的意识形态一致”，特别是在“只向西方国家销售的明确愿景”方面，并补充说该公司是“爱国美国企业的旗手”。</p><p style=\"text-align: justify;\">韦德布什证券分析师 Dan Ives 是 Palantir 的长期看涨者，他认为，在新政府大力推动人工智能的背景下，该公司将能够赢得更多政府合同。他写道：“我们预计，包括国防部在内的美国政府内部的重大人工智能计划也将是一大利好。”</p><p style=\"text-align: justify;\">尽管如此，就连 Ives 华尔街最高的 57 美元目标价在过去一周也被超越，凸显了 Palantir 最新一轮上涨的速度和幅度，以及投资者在触顶时面临的挑战。</p></body></html>","source":"stock_zhitongcaijing","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>跑赢所有目标价后，“AI大牛股”Palantir的高增长故事讲不下去了？</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n跑赢所有目标价后，“AI大牛股”Palantir的高增长故事讲不下去了？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-14 20:25 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/1211127.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir的表现让怀疑者感到困惑，尽管一些华尔街人士质疑其过高的估值和公司收入增长的可持续性，但其股价仍在继续走高。Palantir今年上涨了 250% 以上，其中很大一部分涨幅来自上周超出预期的收益。特朗普的选举胜利也为该公司增添了动力，看涨者指出，该公司与特朗普的管理关系以及新政府推动人工智能以促进销售的可能性。最近的涨势进一步推高了 Palantir 本来就不菲的估值。该公司股票的预期...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/1211127.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c805b6ad053001feaf1fda64f5cbdee4","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://www.zhitongcaijing.com/content/detail/1211127.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144603195","content_text":"Palantir的表现让怀疑者感到困惑，尽管一些华尔街人士质疑其过高的估值和公司收入增长的可持续性，但其股价仍在继续走高。Palantir今年上涨了 250% 以上，其中很大一部分涨幅来自上周超出预期的收益。特朗普的选举胜利也为该公司增添了动力，看涨者指出，该公司与特朗普的管理关系以及新政府推动人工智能以促进销售的可能性。最近的涨势进一步推高了 Palantir 本来就不菲的估值。该公司股票的预期市盈率约为 135 倍，远高于纳斯达克 100 指数中公司约 27 倍的平均市盈率。按企业价值与收入之比计算，它也是标准普尔 500 指数中最昂贵的股票。对于一些投资者来说，其涨幅过大，过去一周有两位分析师下调了该股评级。Jefferies 分析师Brent Thill写道： “虽然基本面良好，但 Palantir 必须连续四年将销售额增速提高到 40%，市盈率达到 2028 年预计收入的 12 倍，才能维持股价。”他还表示，这“似乎不太可能”。根据彭博社汇编的数据，市场普遍预期今年该公司的增长率为 26%，明年为 24%。Thill 将该股评级下调至“表现不佳”，理由是其估值不可持续。Argus Research 分析师Joseph Bonner也表达了同样的看法。Bonner 写道：“Palantir 的股价今年已上涨了约两倍，可能已经超出了公司基本面所能支撑的范围。”他将股票评级下调至持有。他补充道：“Palantir 专门服务于一小部分面临高度复杂 IT 挑战的组织，这可能会导致不均衡的结果，而市场往往会对高估值的科技股进行惩罚。”华尔街对该股的矛盾态度反映在彭博追踪的分析师数据中。在研究该公司的 20 家公司中，一半给予“持有”或同等评级，而三家公司将 Palantir 评为“买入”，七家公司建议“卖出”。平均目标意味着下跌 39%——与当前交易存在巨大差距，这也可能部分归因于 Palantir 的散户投资者群体，他们是其最大的支持者之一。还有其他迹象表明，一些人认为这波涨势已经走得太远了。根据 S3 Partners LLC 的数据，随着 Palantir 股价飙升，做空 Palantir 的空头今年账面损失超过 36 亿美元。但他们加倍押注该股将下跌，数据显示，空头持股占 Palantir 流通股的比例已从 9 月初的 2.8% 上升至本周的 4.6%。另一方面，特朗普的决定性选举胜利让看涨者有了新的理由对该公司抱有乐观态度，该公司一半以上的收入来自政府合同。DA Davidson 的Gil Luria对该股给予“中性”评级，他认为 Palantir 将从与特朗普的密切联系中受益，因为首席执行官兼联合创始人Alex Karp 、联合创始人Joe Lonsdale和董事长Peter Thiel “都与本届政府有着非常密切的关系”。Luria在接受采访时表示，Palantir 的愿景“与特朗普及其政府的意识形态一致”，特别是在“只向西方国家销售的明确愿景”方面，并补充说该公司是“爱国美国企业的旗手”。韦德布什证券分析师 Dan Ives 是 Palantir 的长期看涨者，他认为，在新政府大力推动人工智能的背景下，该公司将能够赢得更多政府合同。他写道：“我们预计，包括国防部在内的美国政府内部的重大人工智能计划也将是一大利好。”尽管如此，就连 Ives 华尔街最高的 57 美元目标价在过去一周也被超越，凸显了 Palantir 最新一轮上涨的速度和幅度，以及投资者在触顶时面临的挑战。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":369838715281816,"gmtCreate":1731333344294,"gmtModify":1731333346119,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"htmlText":"恰恰相反","listText":"恰恰相反","text":"恰恰相反","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369838715281816","repostId":"1188315009","repostType":2,"repost":{"id":"1188315009","weMediaInfo":{"introduction":"为您提供最新股市深度内容和观点","home_visible":1,"media_name":"华尔街洞察","id":"1020552876","head_image":"https://community-static.tradeup.com/news/890702a9612ac62b7da91453cf6824e4"},"pubTimestamp":1731292977,"share":"https://www.laohu8.com/m/news/1188315009?lang=&edition=full","pubTime":"2024-11-11 10:42","market":"us","language":"zh","title":"Palantir与微软股票对决：华尔街认为未来只有一方将继续上涨","url":"https://stock-news.laohu8.com/highlight/detail?id=1188315009","media":"华尔街洞察","summary":"在这一市场中，Palantir与微软有望受益于未来数年的成长。两家公司的AI业务已经为其股东带来可观回报，其中Palantir股票今年已上涨230%，微软则自2023年加大对OpenAI的投资以来增长了77%。尽管行业前景乐观，但华尔街分析师仅看好其中一家在未来12个月继续上涨。相比Palantir，微软的估值较为合理。总结尽管Palantir和微软都受益于AI领域的快速发展，但华尔街分析师认为微软在未来12个月的上涨潜力更大。","content":"<p><strong>要点：</strong></p><ol start=\"1\" style=\"\"><li><p>企业软件支出预计将在未来十年快速增长，Palantir和<a href=\"https://laohu8.com/S/MSFT\">微软</a>均将受益。</p></li><li><p>Palantir的人工智能（AI）产品推动了公司出色的运营表现。</p></li><li><p><a href=\"https://laohu8.com/S/MSFT\">微软</a>的AI云服务和Copilot AI助手正快速普及，获得广泛认可。</p></li></ol><p>随着企业对人工智能驱动的软件投入持续增长，行业前景可期。据Grand View Research预测，2025年至2030年间，企业AI市场年均增长率或将达37.6%。在这一市场中，Palantir（PLTR）与微软（MSFT）有望受益于未来数年的成长。两家公司的AI业务已经为其股东带来可观回报，其中Palantir股票今年已上涨230%，微软则自2023年加大对OpenAI的投资以来增长了77%。</p><p>尽管行业前景乐观，但华尔街分析师仅看好其中一家在未来12个月继续上涨。</p><p><strong>Palantir：增长强劲但估值偏高</strong></p><p>Palantir专注于开发软件，为政府机构和商业客户提供大数据分析以提升运营效率。通过“Gotham”和“Foundry”等平台，Palantir帮助客户挖掘数据中的洞察力，推动商业客户数量同比增长51%，美国商业收入增长54%。</p><p>此外，Palantir推出的人工智能平台AIP，使客户能够使用自然语言探索数据、自动化工作流，还能围绕数据开发应用。尽管公司运营表现亮眼，但其估值较高。目前，Palantir的市销率（EV/S）为46，即使根据分析师2025年预估，市销率也仅降至35。分析师认为如此高的估值限制了其继续上涨的空间。</p><p><strong>微软：AI巨头的强劲增长</strong></p><p>微软通过其云计算平台Azure和内嵌于企业软件的Copilot AI代理在AI投资热潮中获益颇丰。随着微软对OpenAI的早期投资，Azure成为AI开发者的首选平台之一，推动Azure收入同比加速增长33%。此外，微软的Copilot AI助手在Github和Microsoft 365中广受欢迎，Github Copilot企业客户上季度环比增长55%，而Microsoft 365 Copilot在财富500强公司中的应用日益普及。</p><p>相比Palantir，微软的估值较为合理。基于2025财年预期，微软的市销率约为11，市盈率也在合理范围内。华尔街分析师认为微软具有双重增长动能，且具备股票回购能力，其溢价估值更具吸引力。</p><p><strong>总结</strong></p><p>尽管Palantir和微软都受益于AI领域的快速发展，但华尔街分析师认为微软在未来12个月的上涨潜力更大。</p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Palantir与微软股票对决：华尔街认为未来只有一方将继续上涨</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nPalantir与微软股票对决：华尔街认为未来只有一方将继续上涨\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1020552876\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/890702a9612ac62b7da91453cf6824e4);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">华尔街洞察 </p>\n<p class=\"h-time\">2024-11-11 10:42</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p><strong>要点：</strong></p><ol start=\"1\" style=\"\"><li><p>企业软件支出预计将在未来十年快速增长，Palantir和<a href=\"https://laohu8.com/S/MSFT\">微软</a>均将受益。</p></li><li><p>Palantir的人工智能（AI）产品推动了公司出色的运营表现。</p></li><li><p><a href=\"https://laohu8.com/S/MSFT\">微软</a>的AI云服务和Copilot AI助手正快速普及，获得广泛认可。</p></li></ol><p>随着企业对人工智能驱动的软件投入持续增长，行业前景可期。据Grand View Research预测，2025年至2030年间，企业AI市场年均增长率或将达37.6%。在这一市场中，Palantir（PLTR）与微软（MSFT）有望受益于未来数年的成长。两家公司的AI业务已经为其股东带来可观回报，其中Palantir股票今年已上涨230%，微软则自2023年加大对OpenAI的投资以来增长了77%。</p><p>尽管行业前景乐观，但华尔街分析师仅看好其中一家在未来12个月继续上涨。</p><p><strong>Palantir：增长强劲但估值偏高</strong></p><p>Palantir专注于开发软件，为政府机构和商业客户提供大数据分析以提升运营效率。通过“Gotham”和“Foundry”等平台，Palantir帮助客户挖掘数据中的洞察力，推动商业客户数量同比增长51%，美国商业收入增长54%。</p><p>此外，Palantir推出的人工智能平台AIP，使客户能够使用自然语言探索数据、自动化工作流，还能围绕数据开发应用。尽管公司运营表现亮眼，但其估值较高。目前，Palantir的市销率（EV/S）为46，即使根据分析师2025年预估，市销率也仅降至35。分析师认为如此高的估值限制了其继续上涨的空间。</p><p><strong>微软：AI巨头的强劲增长</strong></p><p>微软通过其云计算平台Azure和内嵌于企业软件的Copilot AI代理在AI投资热潮中获益颇丰。随着微软对OpenAI的早期投资，Azure成为AI开发者的首选平台之一，推动Azure收入同比加速增长33%。此外，微软的Copilot AI助手在Github和Microsoft 365中广受欢迎，Github Copilot企业客户上季度环比增长55%，而Microsoft 365 Copilot在财富500强公司中的应用日益普及。</p><p>相比Palantir，微软的估值较为合理。基于2025财年预期，微软的市销率约为11，市盈率也在合理范围内。华尔街分析师认为微软具有双重增长动能，且具备股票回购能力，其溢价估值更具吸引力。</p><p><strong>总结</strong></p><p>尽管Palantir和微软都受益于AI领域的快速发展，但华尔街分析师认为微软在未来12个月的上涨潜力更大。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1861559042.SGD":"日兴方舟颠覆性创新基金B SGD","BK4538":"云计算","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00B4YYXB79.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) ACC","BK4579":"人工智能","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","MSFT":"微软","PLTR":"Palantir Technologies Inc.","BK4577":"网络游戏","BK4585":"ETF&股票定投概念","BK4534":"瑞士信贷持仓","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4576":"AR","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4587":"ChatGPT概念","BK4566":"资本集团","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","BK4535":"淡马锡持仓","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1188315009","content_text":"要点：企业软件支出预计将在未来十年快速增长，Palantir和微软均将受益。Palantir的人工智能（AI）产品推动了公司出色的运营表现。微软的AI云服务和Copilot AI助手正快速普及，获得广泛认可。随着企业对人工智能驱动的软件投入持续增长，行业前景可期。据Grand View Research预测，2025年至2030年间，企业AI市场年均增长率或将达37.6%。在这一市场中，Palantir（PLTR）与微软（MSFT）有望受益于未来数年的成长。两家公司的AI业务已经为其股东带来可观回报，其中Palantir股票今年已上涨230%，微软则自2023年加大对OpenAI的投资以来增长了77%。尽管行业前景乐观，但华尔街分析师仅看好其中一家在未来12个月继续上涨。Palantir：增长强劲但估值偏高Palantir专注于开发软件，为政府机构和商业客户提供大数据分析以提升运营效率。通过“Gotham”和“Foundry”等平台，Palantir帮助客户挖掘数据中的洞察力，推动商业客户数量同比增长51%，美国商业收入增长54%。此外，Palantir推出的人工智能平台AIP，使客户能够使用自然语言探索数据、自动化工作流，还能围绕数据开发应用。尽管公司运营表现亮眼，但其估值较高。目前，Palantir的市销率（EV/S）为46，即使根据分析师2025年预估，市销率也仅降至35。分析师认为如此高的估值限制了其继续上涨的空间。微软：AI巨头的强劲增长微软通过其云计算平台Azure和内嵌于企业软件的Copilot AI代理在AI投资热潮中获益颇丰。随着微软对OpenAI的早期投资，Azure成为AI开发者的首选平台之一，推动Azure收入同比加速增长33%。此外，微软的Copilot AI助手在Github和Microsoft 365中广受欢迎，Github Copilot企业客户上季度环比增长55%，而Microsoft 365 Copilot在财富500强公司中的应用日益普及。相比Palantir，微软的估值较为合理。基于2025财年预期，微软的市销率约为11，市盈率也在合理范围内。华尔街分析师认为微软具有双重增长动能，且具备股票回购能力，其溢价估值更具吸引力。总结尽管Palantir和微软都受益于AI领域的快速发展，但华尔街分析师认为微软在未来12个月的上涨潜力更大。","news_type":1},"isVote":1,"tweetType":1,"viewCount":29,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368807200399768,"gmtCreate":1731082301816,"gmtModify":1731082303160,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 作为软件公司，一旦确认收入进入快速增长期，可能会出现指数级的使用量暴增。估值显然未考虑到这一点。这就是为什么每次财报都会超预期。","listText":"<a href=\"https://laohu8.com/S/PLTR\">$Palantir Technologies Inc.(PLTR)$&nbsp;</a> 作为软件公司，一旦确认收入进入快速增长期，可能会出现指数级的使用量暴增。估值显然未考虑到这一点。这就是为什么每次财报都会超预期。","text":"$Palantir Technologies Inc.(PLTR)$ 作为软件公司，一旦确认收入进入快速增长期，可能会出现指数级的使用量暴增。估值显然未考虑到这一点。这就是为什么每次财报都会超预期。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368807200399768","isVote":1,"tweetType":1,"viewCount":1811,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368804311650736,"gmtCreate":1731081597851,"gmtModify":1731081599769,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"htmlText":"作为软件公司，一旦确认收入进入快速增长期，可能会出现指数级的使用量暴增。估值显然未考虑到这一点。这就是为什么每次财报都会超预期。","listText":"作为软件公司，一旦确认收入进入快速增长期，可能会出现指数级的使用量暴增。估值显然未考虑到这一点。这就是为什么每次财报都会超预期。","text":"作为软件公司，一旦确认收入进入快速增长期，可能会出现指数级的使用量暴增。估值显然未考虑到这一点。这就是为什么每次财报都会超预期。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368804311650736","repostId":"2481056021","repostType":2,"repost":{"id":"2481056021","pubTimestamp":1731074400,"share":"https://www.laohu8.com/m/news/2481056021?lang=&edition=full","pubTime":"2024-11-08 22:00","market":"us","language":"en","title":"Palantir: The Top Is Likely In For Now After Appreciating 223.41% YTD (Rating Downgrade)","url":"https://stock-news.laohu8.com/highlight/detail?id=2481056021","media":"seekingalpha","summary":"Palantir's software has proven its value through high-profile deals and exceptional growth, but its current valuation is too high, suggesting a potential pullback.Despite strong financial performance and profitability, including significant free cash flow and net income growth, Palantir's stock price doesn't justify its stretched valuation.Risks include increased competition and a high valuation multiple compared to peers, making it less attractive for new investments at current levels.While bullish on Palantir's long-term prospects, I am neutral on adding shares now and will wait for a more attractive entry point.   hapabapa Palantir  is adjacent to Nvidia Corporation  in the AI revolution as it's one of the hottest pure-play software companies. For a long time, PLTR bulls have been trying to educate the investment community on why PLTR's software","content":"<html><body><ul><li>Palantir's software has proven its value through high-profile deals and exceptional growth, but its current valuation is too high, suggesting a potential pullback.</li><li>Despite strong financial performance and profitability, including significant free cash flow and net income growth, Palantir's stock price doesn't justify its stretched valuation.</li><li>Risks include increased competition and a high valuation multiple compared to peers, making it less attractive for new investments at current levels.</li><li>While bullish on Palantir's long-term prospects, I am neutral on adding shares now and will wait for a more attractive entry point.</li></ul><figure><picture> <img fetchpriority=\"high\" height=\"1024px\" sizes=\"(max-width: 768px) calc(100vw - 36px), (max-width: 1024px) calc(100vw - 132px), (max-width: 1200px) calc(66.6vw - 72px), 600px\" src=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1426101020/image_1426101020.jpg?io=getty-c-w750\" srcset=\"https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1426101020/image_1426101020.jpg?io=getty-c-w1536 1536w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1426101020/image_1426101020.jpg?io=getty-c-w1280 1280w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1426101020/image_1426101020.jpg?io=getty-c-w1080 1080w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1426101020/image_1426101020.jpg?io=getty-c-w750 750w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1426101020/image_1426101020.jpg?io=getty-c-w640 640w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1426101020/image_1426101020.jpg?io=getty-c-w480 480w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1426101020/image_1426101020.jpg?io=getty-c-w320 320w, https://static.seekingalpha.com/cdn/s3/uploads/getty_images/1426101020/image_1426101020.jpg?io=getty-c-w240 240w\" width=\"1536px\"/> </picture><figcaption> <p>hapabapa</p></figcaption></figure><div></div> <p>Palantir (<span>NYSE:PLTR</span>) is adjacent to Nvidia Corporation (NVDA) in the AI revolution as it's one of the hottest pure-play software companies. For a long time, PLTR bulls have been trying to educate the investment community on why PLTR's software</p></body></html>","source":"seekingalpha","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>Palantir: The Top Is Likely In For Now After Appreciating 223.41% YTD (Rating Downgrade)</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; 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}\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\">\nPalantir: The Top Is Likely In For Now After Appreciating 223.41% YTD (Rating Downgrade)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-08 22:00 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://seekingalpha.com/article/4734394-palantir-top-likely-in-for-now-after-appreciating-223-41-percent-ytd-downgrade><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Palantir's software has proven its value through high-profile deals and exceptional growth, but its current valuation is too high, suggesting a potential pullback.Despite strong financial performance ...</p>\n\n<a href=\"https://seekingalpha.com/article/4734394-palantir-top-likely-in-for-now-after-appreciating-223-41-percent-ytd-downgrade\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"PLTR":"Palantir Technologies Inc."},"source_url":"https://seekingalpha.com/article/4734394-palantir-top-likely-in-for-now-after-appreciating-223-41-percent-ytd-downgrade","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"2481056021","content_text":"Palantir's software has proven its value through high-profile deals and exceptional growth, but its current valuation is too high, suggesting a potential pullback.Despite strong financial performance and profitability, including significant free cash flow and net income growth, Palantir's stock price doesn't justify its stretched valuation.Risks include increased competition and a high valuation multiple compared to peers, making it less attractive for new investments at current levels.While bullish on Palantir's long-term prospects, I am neutral on adding shares now and will wait for a more attractive entry point.   hapabapa Palantir (NYSE:PLTR) is adjacent to Nvidia Corporation (NVDA) in the AI revolution as it's one of the hottest pure-play software companies. For a long time, PLTR bulls have been trying to educate the investment community on why PLTR's software","news_type":1},"isVote":1,"tweetType":1,"viewCount":123,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368818923589736,"gmtCreate":1731081387753,"gmtModify":1731081390313,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3546249304196282\">@火火兔爸</a>:舍得投资子女教育，培养竞技体育锻炼品格，大量获得书籍，充实头脑//<a href=\"https://laohu8.com/U/3546249304196282\">@火火兔爸</a>:购买基础保险保障，留存部分长期债券理财大额存单，少部分活期货币基金，部分投资到股票债券。部分收租资产持有产生现金流。安装光伏和使用电动车减少现金流失。","listText":"Replying to <a href=\"https://laohu8.com/U/3546249304196282\">@火火兔爸</a>:舍得投资子女教育，培养竞技体育锻炼品格，大量获得书籍，充实头脑//<a href=\"https://laohu8.com/U/3546249304196282\">@火火兔爸</a>:购买基础保险保障，留存部分长期债券理财大额存单，少部分活期货币基金，部分投资到股票债券。部分收租资产持有产生现金流。安装光伏和使用电动车减少现金流失。","text":"Replying to @火火兔爸:舍得投资子女教育，培养竞技体育锻炼品格，大量获得书籍，充实头脑//@火火兔爸:购买基础保险保障，留存部分长期债券理财大额存单，少部分活期货币基金，部分投资到股票债券。部分收租资产持有产生现金流。安装光伏和使用电动车减少现金流失。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368818923589736","isVote":1,"tweetType":1,"viewCount":538,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368812230816240,"gmtCreate":1731081271093,"gmtModify":1731081273320,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"htmlText":"购买基础保险保障，留存部分长期债券理财大额存单，少部分活期货币基金，部分投资到股票债券。部分收租资产持有产生现金流。安装光伏和使用电动车减少现金流失。","listText":"购买基础保险保障，留存部分长期债券理财大额存单，少部分活期货币基金，部分投资到股票债券。部分收租资产持有产生现金流。安装光伏和使用电动车减少现金流失。","text":"购买基础保险保障，留存部分长期债券理财大额存单，少部分活期货币基金，部分投资到股票债券。部分收租资产持有产生现金流。安装光伏和使用电动车减少现金流失。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368812230816240","isVote":1,"tweetType":1,"viewCount":160,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368800358891976,"gmtCreate":1731080673849,"gmtModify":1731080675242,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"htmlText":"作为软件公司，一旦确认收入进入快速增长期，可能会出现指数级的使用量暴增。估值显然未考虑到这一点。","listText":"作为软件公司，一旦确认收入进入快速增长期，可能会出现指数级的使用量暴增。估值显然未考虑到这一点。","text":"作为软件公司，一旦确认收入进入快速增长期，可能会出现指数级的使用量暴增。估值显然未考虑到这一点。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/368800358891976","repostId":"2481370123","repostType":2,"isVote":1,"tweetType":1,"viewCount":158,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367732631466128,"gmtCreate":1730818975610,"gmtModify":1730818977593,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"htmlText":"这属于吃饭都怕自己噎死没事找事","listText":"这属于吃饭都怕自己噎死没事找事","text":"这属于吃饭都怕自己噎死没事找事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367732631466128","repostId":"1108216163","repostType":2,"repost":{"id":"1108216163","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":1730803719,"share":"https://www.laohu8.com/m/news/1108216163?lang=&edition=full","pubTime":"2024-11-05 18:48","market":"us","language":"zh","title":"在群情激昂中卖出Nvidia！客户集中、估值过高，Nvidia被诸多风险因素环绕","url":"https://stock-news.laohu8.com/highlight/detail?id=1108216163","media":"老虎资讯综合","summary":"公司目前的估值过高，且缺乏持续增长的明确路径。今年以来，英伟达的股价累计上涨174%。英伟达GPU的巨大利润部分来自于其毛利率的增长，而公司毛利率的见顶可能是需求放缓的初步迹象。客户效率和集中风险Meta是英伟达H100 GPU的最大客户之一，客户集中度带来了风险。英伟达股价过高的风险最近，英伟达未能超预期的财报导致股价出现了史上最大单日市值跌幅。从基本面来看，英伟达面临许多风险。","content":"<html><head></head><body><ul style=\"\"><li><p>英伟达的股价因为被纳入道琼斯指数（DJI）而受到ETF买盘的推动，出现了反弹。</p></li><li><p>公司目前的估值过高，且缺乏持续增长的明确路径。</p></li><li><p>基本面来看，我们预计公司将面临利润率下降的风险，并且在竞争中难以保持优势。</p></li></ul><p><a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> 将取代英特尔成为道琼斯工业平均指数（DJI）的成分股。消息推动该股总市值昨日曾达3.37万亿美元，超越苹果公司，重新成为全球市值最高的公司。今年以来，英伟达的股价累计上涨174%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3f7eec9f19e40b092a49360ec1a628aa\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>但随着行业增长变得更为可预测，预计英伟达的股价中将不再存在那种过度的兴奋情绪，这可能会影响未来股东的回报。</p><h3 id=\"id_1603587394\">AMD的威胁</h3><p>英伟达不仅面临销量上的竞争威胁，还面临来自竞争对手的利润压力。</p><h3 id=\"id_131570204\">Meta的声明</h3><p>Meta是英伟达最大客户之一，致力于开源模型。2024年7月底，公司发布了405B模型，称其为：</p><p>“Llama 3.1 405B是首个公开可用的模型，在通用知识、引导性、数学、工具使用和多语言翻译等领域与顶级AI模型竞争。”</p><p>训练和预测是模型运行的两个部分，而英伟达在训练方面占据重要地位。然而，对于AI模型而言，&#34;更大并不总是更好&#34;。我们预计，长期来看，新模型的推出将放缓，现有的“足够好的”模型将被继续使用。</p><p>Meta，作为英伟达的最大客户之一，完全依赖AMD的GPU运行其尖端模型，这是一个巨大的风险，原因有二：</p><ol start=\"1\" style=\"\"><li><p><strong>暴露英伟达的竞争劣势</strong>：英伟达在运行AI模型方面并没有独占的产品，AMD显然能够提供足够的支持。</p></li><li><p><strong>AMD GPU运行成本更低</strong>：这并不令人惊讶，AMD在CPU和GPU这两个主要市场中的毛利率始终低于英特尔和英伟达。</p></li></ol><p>然而，我们预计这两者的结合将成为英伟达面临的最大挑战之一。英伟达GPU的巨大利润部分来自于其毛利率的增长，而公司毛利率的见顶可能是需求放缓的初步迹象。如果与AMD竞争，英伟达可能会面临更低的利润率。</p><p>这可能会从根本上阻止公司证明其估值是合理的。</p><h3 id=\"id_2858292249\">客户效率和集中风险</h3><p>Meta是英伟达H100 GPU的最大客户之一，客户集中度带来了风险。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e77664cbfd59f3c9e1d96bb026c5e3c5\" title=\"Nvidia GPU Shipments by Customer : r/singularity\" tg-width=\"1080\" tg-height=\"1058\"/><span>Nvidia GPU Shipments by Customer : r/singularity</span></p><p>目前，英伟达大部分收入来自数据中心业务，而这个业务的大部分收入来自少数几个大客户。这意味着，英伟达未来的收入增长必须依赖于这几家大客户，这显然是一个主要的隐患。</p><p>不仅如此，英伟达的最大客户中，很多是技术领导者。谷歌（Google）、微软（Microsoft）和亚马逊（Amazon）等公司在定制硅芯片方面拥有巨大的技术实力，甚至超过了英伟达。谷歌已在使用TPU（张量处理单元）建立自己的模型，并且在人工智能领域加大了投资。</p><p>这些直接与最终AI模型合作的客户，与英伟达形成竞争，可能会大大压缩英伟达的利润空间。英伟达的利润增长主要来自于GPU需求的激增，这也是公司盈利的主要推动力。</p><p>此外，英伟达的估值已经非常高，公司不仅需要保持收入和利润，还需要持续增长。但考虑到最大客户已经将大量资本投入到英伟达，并且有过度支出的担忧，维持甚至是增长支出可能变得更加困难。</p><h3 id=\"id_1339339635\">AI寒冬的风险</h3><p>从更深层次来看，人工智能有时会经历波动，这可以从上世纪60年代的科幻电影中看到，那时人们曾预言我们今天会到处看到通用人工智能（AGI）。LLM（大型语言模型）并非AGI，一些人已经在预示可能出现AI寒冬。如果LLM发展遇到瓶颈，这将对英伟达构成巨大的生存威胁。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc88636792259d29a8df65ba15da42a7\" tg-width=\"701\" tg-height=\"331\"/></p><h3 id=\"id_1846010134\">英伟达股价过高的风险</h3><p>最近，英伟达未能超预期的财报导致股价出现了史上最大单日市值跌幅。</p><p>此后，公司市值恢复至3.3万亿美元以上，符合我们所见的周期：公司在发布可见成果后会遭遇冲击，然后随着市场兴奋情绪的回归逐渐恢复上涨。未来某一天，英伟达需要证明其市值超过3万亿美元的合理性。</p><p>如果按照历史标准普尔500指数年均增长约10%来计算，如果公司在2030年前无法达到预期估值，它需要证明自己能够维持一个6万亿美元的市值，而不是3.4万亿美元。为了达到这个目标，英伟达需要到2030年实现4000亿美元的年利润。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c5499d0eb5c12e0023ac2b87eeee49d\" tg-width=\"2230\" tg-height=\"856\"/></p><p>目前公司年收入约1200亿美元，净利润为650亿美元。如果英伟达要在2030年达到这个目标，必须实现13.5倍的收入增长，年增长率接近55%。虽然这低于公司当前122%的年化增长率，但随着增长的放缓和“基数效应”变大，这将构成巨大的挑战。</p><h3 id=\"id_2119843518\">结论</h3><p>对于那些考虑退出英伟达的投资者来说，市场可能会保持非理性状态。然而，在某个时点，适时获利是明智之举。<strong>即使你认为英伟达仍会继续增长，我们认为该公司不太可能继续超越标准普尔500指数的增长。英伟达拥有3.4万亿美元的市值，它需要大幅增长才能证明其估值。</strong></p><p>英伟达被纳入道琼斯工业平均指数，可能推动股价回升至历史新高，这无疑是一个很好的退出时机。从基本面来看，英伟达面临许多风险。对于那些准备做空英伟达的投资者，期权是一个低风险的好选择。长期来看，我们不建议投资英伟达，预计其将显著跑输大盘。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; 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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在群情激昂中卖出Nvidia！客户集中、估值过高，Nvidia被诸多风险因素环绕\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\">2024-11-05 18:48</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>英伟达的股价因为被纳入道琼斯指数（DJI）而受到ETF买盘的推动，出现了反弹。</p></li><li><p>公司目前的估值过高，且缺乏持续增长的明确路径。</p></li><li><p>基本面来看，我们预计公司将面临利润率下降的风险，并且在竞争中难以保持优势。</p></li></ul><p><a href=\"https://laohu8.com/S/NVDA\">NVIDIA Corp</a> 将取代英特尔成为道琼斯工业平均指数（DJI）的成分股。消息推动该股总市值昨日曾达3.37万亿美元，超越苹果公司，重新成为全球市值最高的公司。今年以来，英伟达的股价累计上涨174%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/3f7eec9f19e40b092a49360ec1a628aa\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p>但随着行业增长变得更为可预测，预计英伟达的股价中将不再存在那种过度的兴奋情绪，这可能会影响未来股东的回报。</p><h3 id=\"id_1603587394\">AMD的威胁</h3><p>英伟达不仅面临销量上的竞争威胁，还面临来自竞争对手的利润压力。</p><h3 id=\"id_131570204\">Meta的声明</h3><p>Meta是英伟达最大客户之一，致力于开源模型。2024年7月底，公司发布了405B模型，称其为：</p><p>“Llama 3.1 405B是首个公开可用的模型，在通用知识、引导性、数学、工具使用和多语言翻译等领域与顶级AI模型竞争。”</p><p>训练和预测是模型运行的两个部分，而英伟达在训练方面占据重要地位。然而，对于AI模型而言，&#34;更大并不总是更好&#34;。我们预计，长期来看，新模型的推出将放缓，现有的“足够好的”模型将被继续使用。</p><p>Meta，作为英伟达的最大客户之一，完全依赖AMD的GPU运行其尖端模型，这是一个巨大的风险，原因有二：</p><ol start=\"1\" style=\"\"><li><p><strong>暴露英伟达的竞争劣势</strong>：英伟达在运行AI模型方面并没有独占的产品，AMD显然能够提供足够的支持。</p></li><li><p><strong>AMD GPU运行成本更低</strong>：这并不令人惊讶，AMD在CPU和GPU这两个主要市场中的毛利率始终低于英特尔和英伟达。</p></li></ol><p>然而，我们预计这两者的结合将成为英伟达面临的最大挑战之一。英伟达GPU的巨大利润部分来自于其毛利率的增长，而公司毛利率的见顶可能是需求放缓的初步迹象。如果与AMD竞争，英伟达可能会面临更低的利润率。</p><p>这可能会从根本上阻止公司证明其估值是合理的。</p><h3 id=\"id_2858292249\">客户效率和集中风险</h3><p>Meta是英伟达H100 GPU的最大客户之一，客户集中度带来了风险。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e77664cbfd59f3c9e1d96bb026c5e3c5\" title=\"Nvidia GPU Shipments by Customer : r/singularity\" tg-width=\"1080\" tg-height=\"1058\"/><span>Nvidia GPU Shipments by Customer : r/singularity</span></p><p>目前，英伟达大部分收入来自数据中心业务，而这个业务的大部分收入来自少数几个大客户。这意味着，英伟达未来的收入增长必须依赖于这几家大客户，这显然是一个主要的隐患。</p><p>不仅如此，英伟达的最大客户中，很多是技术领导者。谷歌（Google）、微软（Microsoft）和亚马逊（Amazon）等公司在定制硅芯片方面拥有巨大的技术实力，甚至超过了英伟达。谷歌已在使用TPU（张量处理单元）建立自己的模型，并且在人工智能领域加大了投资。</p><p>这些直接与最终AI模型合作的客户，与英伟达形成竞争，可能会大大压缩英伟达的利润空间。英伟达的利润增长主要来自于GPU需求的激增，这也是公司盈利的主要推动力。</p><p>此外，英伟达的估值已经非常高，公司不仅需要保持收入和利润，还需要持续增长。但考虑到最大客户已经将大量资本投入到英伟达，并且有过度支出的担忧，维持甚至是增长支出可能变得更加困难。</p><h3 id=\"id_1339339635\">AI寒冬的风险</h3><p>从更深层次来看，人工智能有时会经历波动，这可以从上世纪60年代的科幻电影中看到，那时人们曾预言我们今天会到处看到通用人工智能（AGI）。LLM（大型语言模型）并非AGI，一些人已经在预示可能出现AI寒冬。如果LLM发展遇到瓶颈，这将对英伟达构成巨大的生存威胁。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/fc88636792259d29a8df65ba15da42a7\" tg-width=\"701\" tg-height=\"331\"/></p><h3 id=\"id_1846010134\">英伟达股价过高的风险</h3><p>最近，英伟达未能超预期的财报导致股价出现了史上最大单日市值跌幅。</p><p>此后，公司市值恢复至3.3万亿美元以上，符合我们所见的周期：公司在发布可见成果后会遭遇冲击，然后随着市场兴奋情绪的回归逐渐恢复上涨。未来某一天，英伟达需要证明其市值超过3万亿美元的合理性。</p><p>如果按照历史标准普尔500指数年均增长约10%来计算，如果公司在2030年前无法达到预期估值，它需要证明自己能够维持一个6万亿美元的市值，而不是3.4万亿美元。为了达到这个目标，英伟达需要到2030年实现4000亿美元的年利润。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c5499d0eb5c12e0023ac2b87eeee49d\" tg-width=\"2230\" tg-height=\"856\"/></p><p>目前公司年收入约1200亿美元，净利润为650亿美元。如果英伟达要在2030年达到这个目标，必须实现13.5倍的收入增长，年增长率接近55%。虽然这低于公司当前122%的年化增长率，但随着增长的放缓和“基数效应”变大，这将构成巨大的挑战。</p><h3 id=\"id_2119843518\">结论</h3><p>对于那些考虑退出英伟达的投资者来说，市场可能会保持非理性状态。然而，在某个时点，适时获利是明智之举。<strong>即使你认为英伟达仍会继续增长，我们认为该公司不太可能继续超越标准普尔500指数的增长。英伟达拥有3.4万亿美元的市值，它需要大幅增长才能证明其估值。</strong></p><p>英伟达被纳入道琼斯工业平均指数，可能推动股价回升至历史新高，这无疑是一个很好的退出时机。从基本面来看，英伟达面临许多风险。对于那些准备做空英伟达的投资者，期权是一个低风险的好选择。长期来看，我们不建议投资英伟达，预计其将显著跑输大盘。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/92a41d20711c9fa4b2aa3cc62ea62948","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1108216163","content_text":"英伟达的股价因为被纳入道琼斯指数（DJI）而受到ETF买盘的推动，出现了反弹。公司目前的估值过高，且缺乏持续增长的明确路径。基本面来看，我们预计公司将面临利润率下降的风险，并且在竞争中难以保持优势。NVIDIA Corp 将取代英特尔成为道琼斯工业平均指数（DJI）的成分股。消息推动该股总市值昨日曾达3.37万亿美元，超越苹果公司，重新成为全球市值最高的公司。今年以来，英伟达的股价累计上涨174%。但随着行业增长变得更为可预测，预计英伟达的股价中将不再存在那种过度的兴奋情绪，这可能会影响未来股东的回报。AMD的威胁英伟达不仅面临销量上的竞争威胁，还面临来自竞争对手的利润压力。Meta的声明Meta是英伟达最大客户之一，致力于开源模型。2024年7月底，公司发布了405B模型，称其为：“Llama 3.1 405B是首个公开可用的模型，在通用知识、引导性、数学、工具使用和多语言翻译等领域与顶级AI模型竞争。”训练和预测是模型运行的两个部分，而英伟达在训练方面占据重要地位。然而，对于AI模型而言，\"更大并不总是更好\"。我们预计，长期来看，新模型的推出将放缓，现有的“足够好的”模型将被继续使用。Meta，作为英伟达的最大客户之一，完全依赖AMD的GPU运行其尖端模型，这是一个巨大的风险，原因有二：暴露英伟达的竞争劣势：英伟达在运行AI模型方面并没有独占的产品，AMD显然能够提供足够的支持。AMD GPU运行成本更低：这并不令人惊讶，AMD在CPU和GPU这两个主要市场中的毛利率始终低于英特尔和英伟达。然而，我们预计这两者的结合将成为英伟达面临的最大挑战之一。英伟达GPU的巨大利润部分来自于其毛利率的增长，而公司毛利率的见顶可能是需求放缓的初步迹象。如果与AMD竞争，英伟达可能会面临更低的利润率。这可能会从根本上阻止公司证明其估值是合理的。客户效率和集中风险Meta是英伟达H100 GPU的最大客户之一，客户集中度带来了风险。Nvidia GPU Shipments by Customer : r/singularity目前，英伟达大部分收入来自数据中心业务，而这个业务的大部分收入来自少数几个大客户。这意味着，英伟达未来的收入增长必须依赖于这几家大客户，这显然是一个主要的隐患。不仅如此，英伟达的最大客户中，很多是技术领导者。谷歌（Google）、微软（Microsoft）和亚马逊（Amazon）等公司在定制硅芯片方面拥有巨大的技术实力，甚至超过了英伟达。谷歌已在使用TPU（张量处理单元）建立自己的模型，并且在人工智能领域加大了投资。这些直接与最终AI模型合作的客户，与英伟达形成竞争，可能会大大压缩英伟达的利润空间。英伟达的利润增长主要来自于GPU需求的激增，这也是公司盈利的主要推动力。此外，英伟达的估值已经非常高，公司不仅需要保持收入和利润，还需要持续增长。但考虑到最大客户已经将大量资本投入到英伟达，并且有过度支出的担忧，维持甚至是增长支出可能变得更加困难。AI寒冬的风险从更深层次来看，人工智能有时会经历波动，这可以从上世纪60年代的科幻电影中看到，那时人们曾预言我们今天会到处看到通用人工智能（AGI）。LLM（大型语言模型）并非AGI，一些人已经在预示可能出现AI寒冬。如果LLM发展遇到瓶颈，这将对英伟达构成巨大的生存威胁。英伟达股价过高的风险最近，英伟达未能超预期的财报导致股价出现了史上最大单日市值跌幅。此后，公司市值恢复至3.3万亿美元以上，符合我们所见的周期：公司在发布可见成果后会遭遇冲击，然后随着市场兴奋情绪的回归逐渐恢复上涨。未来某一天，英伟达需要证明其市值超过3万亿美元的合理性。如果按照历史标准普尔500指数年均增长约10%来计算，如果公司在2030年前无法达到预期估值，它需要证明自己能够维持一个6万亿美元的市值，而不是3.4万亿美元。为了达到这个目标，英伟达需要到2030年实现4000亿美元的年利润。目前公司年收入约1200亿美元，净利润为650亿美元。如果英伟达要在2030年达到这个目标，必须实现13.5倍的收入增长，年增长率接近55%。虽然这低于公司当前122%的年化增长率，但随着增长的放缓和“基数效应”变大，这将构成巨大的挑战。结论对于那些考虑退出英伟达的投资者来说，市场可能会保持非理性状态。然而，在某个时点，适时获利是明智之举。即使你认为英伟达仍会继续增长，我们认为该公司不太可能继续超越标准普尔500指数的增长。英伟达拥有3.4万亿美元的市值，它需要大幅增长才能证明其估值。英伟达被纳入道琼斯工业平均指数，可能推动股价回升至历史新高，这无疑是一个很好的退出时机。从基本面来看，英伟达面临许多风险。对于那些准备做空英伟达的投资者，期权是一个低风险的好选择。长期来看，我们不建议投资英伟达，预计其将显著跑输大盘。","news_type":1},"isVote":1,"tweetType":1,"viewCount":109,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":366357166940312,"gmtCreate":1730468808264,"gmtModify":1730469264723,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"htmlText":"简陋","listText":"简陋","text":"简陋","images":[{"img":"https://static.tigerbbs.com/1805e8d2d2c16523a586c42d874b23bf","width":"1080","height":"1723"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366357166940312","isVote":1,"tweetType":1,"viewCount":204,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":366356483956880,"gmtCreate":1730468762716,"gmtModify":1730468764168,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/366356483956880","repostId":"365870188044376","repostType":1,"repost":{"id":365870188044376,"gmtCreate":1730349099001,"gmtModify":1730391002713,"author":{"id":"36984908995200","authorId":"36984908995200","name":"小虎活动","avatar":"https://static.tigerbbs.com/9e396d03155923b283948d2dec9191f8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"36984908995200","authorIdStr":"36984908995200"},"themes":[],"title":"【万圣节特别活动】“妆”神弄鬼挑战赛，装饰你的万圣节小虎～","htmlText":"🎃 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17:56","market":"hk","language":"zh","title":"OpenAI大动作！自研AI芯片，预计2026年投产","url":"https://stock-news.laohu8.com/highlight/detail?id=2479202504","media":"智东西","summary":"OpenAI、AMD和台积电拒绝置评。AMD借此市场机会，预计2024年其AI芯片销售额将达到45亿美元。本次报道中，OpenAI计划采用AMD的新型MI300X芯片，通过微软云服务平台Azure使用。据消息人士透露，至少从去年开始，OpenAI就开始讨论解决公司所依赖的昂贵AI芯片短缺的问题。目前OpenAI对训练芯片的需求更大，但分析师预测，随着更多AI应用程序的部署，其对推理芯片的需求可能会超过训练芯片。据消息人士透露，OpenAI预计今年将亏损50亿美元，收入为37亿美元。","content":"<html><body><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p><strong>编译 | 汪越</strong></p><p><strong>编辑 | 漠影</strong></p><p>智东西10月30日消息，据《路透社》报道，OpenAI正与半导体设备供应商<a href=\"https://laohu8.com/S/AVGO\">博通</a>（Broadcom）以及<a href=\"https://laohu8.com/S/TSM\">台积电</a>（TSMC）合作，计划于2026年制造其首个定制设计芯片。目前，除了使用<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>芯片外，OpenAI还计划通过<a href=\"https://laohu8.com/S/MSFT\">微软</a>云平台Azure使用AMD芯片。</p><p>10月初，据《路透社》报道，OpenAI已经研究了多种实现芯片供应多样化和降低成本的策略，包括建立一个芯片制造代工厂。然而，据匿名人士透露，由于构建代工厂所需的成本和时间过高，该公司目前暂时放弃了芯片代工计划，转而专注于内部芯片设计工作。</p><p>OpenAI、AMD和台积电拒绝置评。博通没有立即回应置评请求。</p><p>目前，英伟达的芯片市占率超过80%，微软、Meta及OpenAI等都是其主要客户。但由于芯片供应短缺和成本上升，这些公司开始寻找替代方案。AMD借此市场机会，预计2024年其AI芯片销售额将达到45亿美元。本次报道中，OpenAI计划采用AMD的新型MI300X芯片，通过微软云服务平台Azure使用。</p><p>据消息人士透露，至少从去年开始，OpenAI就开始讨论解决公司所依赖的昂贵AI芯片短缺的问题。据The Information报道，OpenAI几个月来一直在与博通合作，以构建其首款专注于推理的AI芯片。目前OpenAI对训练芯片的需求更大，但分析师预测，随着更多AI应用程序的部署，其对推理芯片的需求可能会超过训练芯片。</p><p>目前，OpenAI已组建了一支约20人的芯片团队，由曾在<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>打造张量处理单元 (TPU) 的顶尖工程师主导，团队成员有前谷歌硬件工程师Thomas Norrie和前谷歌TPU负责人Richard Ho。</p><p>据消息人士补充，OpenAI对从英伟达挖人一直持谨慎态度，该公司希望与英伟达保持良好的关系，特别是在获得其新一代Blackwell芯片方面。英伟达拒绝置评。</p><p><strong>结语：自研芯片、寻求不同厂商合作，OpenAI努力降低成本</strong></p><p>OpenAI通过与博通、台积电合作自研芯片，并寻求与不同芯片供应商的合作，有望有效缓解芯片昂贵且短缺的局面。这一策略与<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、Meta、谷歌和微软的做法类似。</p><p>据消息人士透露，OpenAI预计今年将亏损50亿美元，收入为37亿美元。面对高昂的计算成本，OpenAI暂停了构建芯片代工厂的计划，转而专注于内部芯片设计，这似乎是目前最明智的决策。</p></body></html>","source":"ifeng_tech","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>OpenAI大动作！自研AI芯片，预计2026年投产</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\">\nOpenAI大动作！自研AI芯片，预计2026年投产\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-30 17:56 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8e6oBOPiGdI><strong>智东西</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>编译 | 汪越编辑 | 漠影智东西10月30日消息，据《路透社》报道，OpenAI正与半导体设备供应商博通（Broadcom）以及台积电（TSMC）合作，计划于2026年制造其首个定制设计芯片。目前，除了使用英伟达芯片外，OpenAI还计划通过微软云平台Azure使用AMD芯片。10月初，据《路透社》报道，OpenAI已经研究了多种实现芯片供应多样化和降低成本的策略，包括建立一个芯片制造代工厂。...</p>\n\n<a href=\"https://tech.ifeng.com/c/8e6oBOPiGdI\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","IE000KEQY171.SGD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (SGDHDG) INC","LU0823434583.USD":"BNP PARIBAS US GROWTH \"C\" (USD) ACC","MSFT":"微软","BK4591":"室温超导概念","BK4529":"IDC概念","LU1211504680.USD":"ALLIANZ HIGH DIVIDEND ASIA PACIFIC EQUITY \"AM\" (USD) INC","IE000ITXATA3.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) ACC","IE00B3SWFQ91.USD":"PIMCO BALANCED INCOME AND GROWTH \"E\" (USD) INC","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","3NVD.UK":"LS 3X NVIDIA","LU0056508442.USD":"贝莱德世界科技基金A2","AVGO":"博通","AMZN":"亚马逊","LU0541502299.USD":"ALLSPRING  EMERGING MARKETS EQUITY \"I\" (USD) ACC","BK4575":"芯片概念","LU0068578508.USD":"First Eagle Amundi International Cl AU-C USD","2NVD.UK":"2X NVIDIA 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ACC","LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","NVDA":"英伟达","AMD":"美国超微公司","LU0878005551.USD":"UBS (LUX) KEY SELEC ASIA ALLOCATION OPPORTUNITY (USD) \"P\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (HKD) ACC","BK4549":"软银资本持仓","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) INC","L":"洛斯公司","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD"},"source_url":"https://tech.ifeng.com/c/8e6oBOPiGdI","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2479202504","content_text":"编译 | 汪越编辑 | 漠影智东西10月30日消息，据《路透社》报道，OpenAI正与半导体设备供应商博通（Broadcom）以及台积电（TSMC）合作，计划于2026年制造其首个定制设计芯片。目前，除了使用英伟达芯片外，OpenAI还计划通过微软云平台Azure使用AMD芯片。10月初，据《路透社》报道，OpenAI已经研究了多种实现芯片供应多样化和降低成本的策略，包括建立一个芯片制造代工厂。然而，据匿名人士透露，由于构建代工厂所需的成本和时间过高，该公司目前暂时放弃了芯片代工计划，转而专注于内部芯片设计工作。OpenAI、AMD和台积电拒绝置评。博通没有立即回应置评请求。目前，英伟达的芯片市占率超过80%，微软、Meta及OpenAI等都是其主要客户。但由于芯片供应短缺和成本上升，这些公司开始寻找替代方案。AMD借此市场机会，预计2024年其AI芯片销售额将达到45亿美元。本次报道中，OpenAI计划采用AMD的新型MI300X芯片，通过微软云服务平台Azure使用。据消息人士透露，至少从去年开始，OpenAI就开始讨论解决公司所依赖的昂贵AI芯片短缺的问题。据The Information报道，OpenAI几个月来一直在与博通合作，以构建其首款专注于推理的AI芯片。目前OpenAI对训练芯片的需求更大，但分析师预测，随着更多AI应用程序的部署，其对推理芯片的需求可能会超过训练芯片。目前，OpenAI已组建了一支约20人的芯片团队，由曾在谷歌打造张量处理单元 (TPU) 的顶尖工程师主导，团队成员有前谷歌硬件工程师Thomas Norrie和前谷歌TPU负责人Richard Ho。据消息人士补充，OpenAI对从英伟达挖人一直持谨慎态度，该公司希望与英伟达保持良好的关系，特别是在获得其新一代Blackwell芯片方面。英伟达拒绝置评。结语：自研芯片、寻求不同厂商合作，OpenAI努力降低成本OpenAI通过与博通、台积电合作自研芯片，并寻求与不同芯片供应商的合作，有望有效缓解芯片昂贵且短缺的局面。这一策略与亚马逊、Meta、谷歌和微软的做法类似。据消息人士透露，OpenAI预计今年将亏损50亿美元，收入为37亿美元。面对高昂的计算成本，OpenAI暂停了构建芯片代工厂的计划，转而专注于内部芯片设计，这似乎是目前最明智的决策。","news_type":1},"isVote":1,"tweetType":1,"viewCount":216,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365743577923776,"gmtCreate":1730293425966,"gmtModify":1730293430264,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"htmlText":"苹果客户那么分散也没见降低风险，创新能力才是根本","listText":"苹果客户那么分散也没见降低风险，创新能力才是根本","text":"苹果客户那么分散也没见降低风险，创新能力才是根本","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365743577923776","repostId":"2479222466","repostType":2,"repost":{"id":"2479222466","pubTimestamp":1730278620,"share":"https://www.laohu8.com/m/news/2479222466?lang=&edition=full","pubTime":"2024-10-30 16:57","market":"fut","language":"en","title":"46% of Nvidia's Revenue Came From 4 Mystery Customers Last Quarter","url":"https://stock-news.laohu8.com/highlight/detail?id=2479222466","media":"Motley Fool","summary":"Nvidia's incredible growth is increasingly reliant on just a handful of customers.","content":"<html><body><ul>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Nvidia's market cap is up almost tenfold since the start of 2023 thanks to demand for its data center GPUs.</div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>Nvidia's GPUs are the primary choice for developing artificial intelligence models. </div>\n</li>\n<li>\n<div>\n<svg fill=\"none\" height=\"15\" viewbox=\"0 0 14 15\" width=\"14\" xmlns=\"http://www.w3.org/2000/svg\">\n<path d=\"M14 5.58984C14 2.91016 11.8398 0.75 9.16016 0.75C6.50781 0.777344 4.375 2.91016 4.375 5.5625C4.375 6.10938 4.45703 6.60156 4.59375 7.09375L0.191406 11.4961C0.0546875 11.6328 0 11.7969 0 11.9609V14.0938C0 14.4766 0.273438 14.75 0.65625 14.75H3.71875C4.07422 14.75 4.375 14.4766 4.375 14.0938V13H5.46875C5.82422 13 6.125 12.7266 6.125 12.3438V11.25H7.13672C7.30078 11.25 7.51953 11.168 7.62891 11.0312L8.28516 10.293C8.55859 10.3477 8.85938 10.375 9.1875 10.375C11.8398 10.375 14 8.24219 14 5.58984ZM9.1875 4.25C9.1875 3.53906 9.76172 2.9375 10.5 2.9375C11.2109 2.9375 11.8125 3.53906 11.8125 4.25C11.8125 4.98828 11.2109 5.5625 10.5 5.5625C9.76172 5.5625 9.1875 4.98828 9.1875 4.25Z\" fill=\"#FFB81C\"></path>\n</svg>\n</div>\n<div>The company's sales are increasingly concentrated, which could pose a big risk to the company in the future. </div>\n</li>\n</ul><div><p><strong>Nvidia</strong> <span>(NVDA<span> 0.52%</span>)</span> had a market capitalization of $360 billion at the start of 2023. Less than two years later, it's now worth over $3.4 trillion. Although the company supplies graphics processing units (GPUs) for personal computers and even cars, the data center segment has been the primary source of its growth over that period.</p><p>Nvidia's data center GPUs are the most powerful in the industry for developing and deploying artificial intelligence (AI) models. The company is struggling to keep up with demand from AI start-ups and the world's largest technology giants. While that's a great thing, there is a potential risk beneath the surface.</p><p>Nvidia's financial results for its fiscal 2025 second quarter (which ended on July 28) showed that the company increasingly relies on a small handful of customers to generate sales. Here's why that could lead to vulnerabilities in the future.</p><div><app :collapse_on_load=\"false\" :instrument_id=\"204770\" :show_benchmark_compare=\"true\" amount_change=\"0.73\" average_volume=\"315,651,278\" company_name=\"Nvidia\" current_price=\"141.25\" daily_high=\"142.26\" daily_low=\"138.90\" default_period=\"FiveYear\" dividend_yield=\"0.02%\" exchange=\"NASDAQ\" fifty_two_week_high=\"144.42\" fifty_two_week_low=\"40.87\" gross_margin=\"75.98\" logo=\"https://g.foolcdn.com/art/companylogos/mark/NVDA.png\" market_cap=\"$3,465B\" pe_ratio=\"66.32\" percent_change=\"0.52\" symbol=\"NVDA\" volume=\"317,756\"></app></div><h2>GPU ownership is a rich company's game</h2><p>According to a study by McKinsey and Company, 72% of organizations worldwide are using AI in at least one business function. That number continues to grow, but most companies don't have the financial resources (or the expertise) to build their own AI infrastructure. After all, one of Nvidia's leading GPUs can cost up to $40,000, and it often takes <em>thousands</em> of them to train an AI model.</p><p>Instead, tech giants like <strong>Microsoft</strong> <span>(MSFT<span> 1.26%</span>)</span>, <strong>Amazon</strong> <span>(AMZN<span> 1.29%</span>)</span>, and <strong>Alphabet</strong> <span>(GOOG<span> 1.66%</span>)</span><span> (GOOGL<span> 1.77%</span>)</span> buy hundreds of thousands of GPUs and cluster them inside centralized data centers. Businesses can rent that computing capacity to deploy AI into their operations for a fraction of the cost of building their own infrastructure.</p><div><div><div></div></div></div><p>Cloud companies like <strong>DigitalOcean</strong> are now making AI accessible to even the smallest businesses using that same strategy. DigitalOcean allows developers to access clusters of between one and eight Nvidia H100 GPUs, enough for very basic AI workloads.</p><p>Affordability is improving. Nvidia's new Blackwell-based GB200 GPU systems are capable of performing AI inference at 30 times the pace of the older H100 systems. Each individual GB200 GPU is expected to sell for between $30,000 and $40,000, which is roughly the same price as the H100 when it was first released, so Blackwell offers an incredible improvement in cost efficiency. </p><p>That means the most advanced, trillion-parameter large language models (LLMs) -- which have previously only been developed by well-resourced tech giants and leading AI start-ups like OpenAI and Anthropic -- will be financially accessible to a broader number of developers. Still, it could be years before GPU prices fall enough that the average business can maintain its own AI infrastructure.</p><h2>The risk for Nvidia</h2><p>Since only a small number of tech giants and top AI start-ups are buying the majority of AI GPUs, Nvidia's sales are extremely concentrated at the moment.</p><div><div><div></div></div></div><p>In the fiscal 2025 second quarter, the company generated $30 billion in total revenue, which was up 122% from the year-ago period. The data center segment was responsible for $26.3 billion of that revenue, and that number grew by a whopping 154%. </p><p>According to Nvidia's 10-Q filing for the second quarter, four customers (who were not identified) accounted for almost half of its $30 billion in revenue:</p><div><table><thead><tr><th><p>Customer</p></th><th><p>Proportion of Nvidia's Q2 Revenue</p></th></tr></thead><tbody><tr><td><p>Customer A</p></td><td><p>14%</p></td></tr><tr><td><p>Customer B</p></td><td><p>11%</p></td></tr><tr><td><p>Customer C</p></td><td><p>11%</p></td></tr><tr><td><p>Customer D</p></td><td><p>10%</p></td></tr></tbody></table></div><p>Data source: Nvidia.</p><p>Nvidia only singles out the customers who account for 10% or more of its revenue, so it's possible there were other material buyers of its GPUs that didn't meet the reporting threshold.</p><div><div><div></div></div></div><p>Customers A and B accounted for a combined 25% of the company's revenue during Q2, which ticked higher from 24% in the fiscal 2025 first quarter just three months earlier. In other words, Nvidia's revenue is becoming more -- not less -- concentrated.</p><p>Here's why that could be a problem. Customer A spent $7.8 billion with Nvidia in the last two quarters alone, and only a tiny number of companies in the entire world can sustain that kind of spending on chips and infrastructure. That means even if one or two of Nvidia's top customers cut back on their spending, the company could suffer a loss in revenue that can't be fully replaced.</p><div><img loading=\"lazy\" src=\"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F795438%2Fnvidias-headquarters-with-a-black-nvidia-sign-in-the-foreground.jpg&amp;op=resize&amp;w=700\" srcset=\"https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/795438/nvidias-headquarters-with-a-black-nvidia-sign-in-the-foreground.jpg&amp;w=300&amp;op=resize 300w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/795438/nvidias-headquarters-with-a-black-nvidia-sign-in-the-foreground.jpg&amp;w=1000&amp;op=resize 1000w, https://g.foolcdn.com/image/?url=https%3A//g.foolcdn.com/editorial/images/795438/nvidias-headquarters-with-a-black-nvidia-sign-in-the-foreground.jpg&amp;w=2000&amp;op=resize 2000w\"/><p>Image source: Nvidia.</p></div><h2>Nvidia's mystery customers</h2><p>Microsoft is a regular buyer of Nvidia's GPUs, but a recent report from one Wall Street analyst suggests the tech giant is the <em>biggest</em> customer of Blackwell hardware (which starts shipping at the end of this year) so far. As a result, I think Microsoft is Customer A.</p><p>Nvidia's other top customers could be some combination of Amazon, Alphabet, <strong>Meta Platforms</strong>, <strong>Oracle</strong>, <strong>Tesla</strong>, and OpenAI. According to public filings, here's how much money some of those companies are spending on AI infrastructure:</p><div><div><div></div></div></div><ul><li aria-level=\"1\">Microsoft allocated $55.7 billion to capital expenditures (capex) during fiscal 2024 (which ended June 30), and most of that went toward GPUs and building data centers. It plans to spend even more in fiscal 2025. </li><li aria-level=\"1\">Amazon's capex is on track to come in at over $60 billion during calendar 2024, which will support the growth it's seeing in AI. </li><li aria-level=\"1\">Meta Platforms plans to spend up to $40 billion on AI infrastructure in 2024 and even more in 2025, in order to build more advanced versions of its Llama AI models.</li><li aria-level=\"1\">Alphabet is on track to allocate around $50 billion to capex this year.</li><li aria-level=\"1\">Oracle allocated $6.9 billion toward AI capex in its fiscal 2024 year (which ended May 31), and it plans to spend <em>double</em> that in fiscal 2025. </li><li aria-level=\"1\">Tesla just told investors its total expenditures on AI infrastructure will top $11 billion this year, as it brings 50,000 Nvidia GPUs online to improve its self-driving software. </li></ul><p>Based on that information, Nvidia's revenue pipeline looks robust for at least the next year. The picture is a little more unclear as we look further into the future because we don't know how long those companies can keep up that level of spending.</p><p>Nvidia CEO Jensen Huang thinks data center operators will spend $1 trillion building AI infrastructure over the next five years. If he's right, the company could continue growing well into the late 2020s. But there is competition coming online that could steal some market share.</p><p><strong>Advanced Micro Devices </strong>released its own AI data center GPUs last year, and it plans to launch a new chip architecture to compete with Blackwell in the second half of 2025. Plus, Microsoft, Amazon, and Alphabet have designed their own data center chips, and although it could take time to erode Nvidia's technological advantage, that hardware will eventually be more cost-effective for them to use.</p><p>None of this is an immediate cause for concern for Nvidia's investors, but they should keep an eye on the company's revenue concentration in the upcoming quarters. If it continues to rise, that might create a higher risk of a steep decline in sales at some point in the future.</p><div></div></div></body></html>","source":"fool_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>46% of Nvidia's Revenue Came From 4 Mystery Customers Last Quarter</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\">\n46% of Nvidia's Revenue Came From 4 Mystery Customers Last Quarter\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-30 16:57 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2024/10/30/46-nvidia-revenue-came-from-4-mystery-customers/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Nvidia's market cap is up almost tenfold since the start of 2023 thanks to demand for its data center GPUs.\n\n\n\n\n\n\n\nNvidia's GPUs are the primary choice for developing artificial intelligence models. \n...</p>\n\n<a href=\"https://www.fool.com/investing/2024/10/30/46-nvidia-revenue-came-from-4-mystery-customers/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F795438%2Fnvidias-headquarters-with-a-black-nvidia-sign-in-the-foreground.jpg&op=resize&w=165&h=104","relate_stocks":{"CUBI":"Customers Bancorp Inc.","NVDA":"英伟达","AMZN":"亚马逊","MSFT":"微软","GOOG":"谷歌","META":"Meta Platforms, Inc."},"source_url":"https://www.fool.com/investing/2024/10/30/46-nvidia-revenue-came-from-4-mystery-customers/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2479222466","content_text":"Nvidia's market cap is up almost tenfold since the start of 2023 thanks to demand for its data center GPUs.\n\n\n\n\n\n\n\nNvidia's GPUs are the primary choice for developing artificial intelligence models. \n\n\n\n\n\n\n\nThe company's sales are increasingly concentrated, which could pose a big risk to the company in the future. \n\nNvidia (NVDA 0.52%) had a market capitalization of $360 billion at the start of 2023. Less than two years later, it's now worth over $3.4 trillion. Although the company supplies graphics processing units (GPUs) for personal computers and even cars, the data center segment has been the primary source of its growth over that period.Nvidia's data center GPUs are the most powerful in the industry for developing and deploying artificial intelligence (AI) models. The company is struggling to keep up with demand from AI start-ups and the world's largest technology giants. While that's a great thing, there is a potential risk beneath the surface.Nvidia's financial results for its fiscal 2025 second quarter (which ended on July 28) showed that the company increasingly relies on a small handful of customers to generate sales. Here's why that could lead to vulnerabilities in the future.GPU ownership is a rich company's gameAccording to a study by McKinsey and Company, 72% of organizations worldwide are using AI in at least one business function. That number continues to grow, but most companies don't have the financial resources (or the expertise) to build their own AI infrastructure. After all, one of Nvidia's leading GPUs can cost up to $40,000, and it often takes thousands of them to train an AI model.Instead, tech giants like Microsoft (MSFT 1.26%), Amazon (AMZN 1.29%), and Alphabet (GOOG 1.66%) (GOOGL 1.77%) buy hundreds of thousands of GPUs and cluster them inside centralized data centers. Businesses can rent that computing capacity to deploy AI into their operations for a fraction of the cost of building their own infrastructure.Cloud companies like DigitalOcean are now making AI accessible to even the smallest businesses using that same strategy. DigitalOcean allows developers to access clusters of between one and eight Nvidia H100 GPUs, enough for very basic AI workloads.Affordability is improving. Nvidia's new Blackwell-based GB200 GPU systems are capable of performing AI inference at 30 times the pace of the older H100 systems. Each individual GB200 GPU is expected to sell for between $30,000 and $40,000, which is roughly the same price as the H100 when it was first released, so Blackwell offers an incredible improvement in cost efficiency. That means the most advanced, trillion-parameter large language models (LLMs) -- which have previously only been developed by well-resourced tech giants and leading AI start-ups like OpenAI and Anthropic -- will be financially accessible to a broader number of developers. Still, it could be years before GPU prices fall enough that the average business can maintain its own AI infrastructure.The risk for NvidiaSince only a small number of tech giants and top AI start-ups are buying the majority of AI GPUs, Nvidia's sales are extremely concentrated at the moment.In the fiscal 2025 second quarter, the company generated $30 billion in total revenue, which was up 122% from the year-ago period. The data center segment was responsible for $26.3 billion of that revenue, and that number grew by a whopping 154%. According to Nvidia's 10-Q filing for the second quarter, four customers (who were not identified) accounted for almost half of its $30 billion in revenue:CustomerProportion of Nvidia's Q2 RevenueCustomer A14%Customer B11%Customer C11%Customer D10%Data source: Nvidia.Nvidia only singles out the customers who account for 10% or more of its revenue, so it's possible there were other material buyers of its GPUs that didn't meet the reporting threshold.Customers A and B accounted for a combined 25% of the company's revenue during Q2, which ticked higher from 24% in the fiscal 2025 first quarter just three months earlier. In other words, Nvidia's revenue is becoming more -- not less -- concentrated.Here's why that could be a problem. Customer A spent $7.8 billion with Nvidia in the last two quarters alone, and only a tiny number of companies in the entire world can sustain that kind of spending on chips and infrastructure. That means even if one or two of Nvidia's top customers cut back on their spending, the company could suffer a loss in revenue that can't be fully replaced.Image source: Nvidia.Nvidia's mystery customersMicrosoft is a regular buyer of Nvidia's GPUs, but a recent report from one Wall Street analyst suggests the tech giant is the biggest customer of Blackwell hardware (which starts shipping at the end of this year) so far. As a result, I think Microsoft is Customer A.Nvidia's other top customers could be some combination of Amazon, Alphabet, Meta Platforms, Oracle, Tesla, and OpenAI. According to public filings, here's how much money some of those companies are spending on AI infrastructure:Microsoft allocated $55.7 billion to capital expenditures (capex) during fiscal 2024 (which ended June 30), and most of that went toward GPUs and building data centers. It plans to spend even more in fiscal 2025. Amazon's capex is on track to come in at over $60 billion during calendar 2024, which will support the growth it's seeing in AI. Meta Platforms plans to spend up to $40 billion on AI infrastructure in 2024 and even more in 2025, in order to build more advanced versions of its Llama AI models.Alphabet is on track to allocate around $50 billion to capex this year.Oracle allocated $6.9 billion toward AI capex in its fiscal 2024 year (which ended May 31), and it plans to spend double that in fiscal 2025. Tesla just told investors its total expenditures on AI infrastructure will top $11 billion this year, as it brings 50,000 Nvidia GPUs online to improve its self-driving software. Based on that information, Nvidia's revenue pipeline looks robust for at least the next year. The picture is a little more unclear as we look further into the future because we don't know how long those companies can keep up that level of spending.Nvidia CEO Jensen Huang thinks data center operators will spend $1 trillion building AI infrastructure over the next five years. If he's right, the company could continue growing well into the late 2020s. But there is competition coming online that could steal some market share.Advanced Micro Devices released its own AI data center GPUs last year, and it plans to launch a new chip architecture to compete with Blackwell in the second half of 2025. Plus, Microsoft, Amazon, and Alphabet have designed their own data center chips, and although it could take time to erode Nvidia's technological advantage, that hardware will eventually be more cost-effective for them to use.None of this is an immediate cause for concern for Nvidia's investors, but they should keep an eye on the company's revenue concentration in the upcoming quarters. If it continues to rise, that might create a higher risk of a steep decline in sales at some point in the future.","news_type":1},"isVote":1,"tweetType":1,"viewCount":195,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365609140101160,"gmtCreate":1730260467332,"gmtModify":1730260469478,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"htmlText":"乌龟追兔子，前提是兔子得自以为是原地休息，可英伟达却恰恰是一只既跑的快又特别勤奋的兔子 怎么追？","listText":"乌龟追兔子，前提是兔子得自以为是原地休息，可英伟达却恰恰是一只既跑的快又特别勤奋的兔子 怎么追？","text":"乌龟追兔子，前提是兔子得自以为是原地休息，可英伟达却恰恰是一只既跑的快又特别勤奋的兔子 怎么追？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365609140101160","repostId":"1144722081","repostType":2,"repost":{"id":"1144722081","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":1730257590,"share":"https://www.laohu8.com/m/news/1144722081?lang=&edition=full","pubTime":"2024-10-30 11:06","market":"us","language":"zh","title":"AMD势在必行挑战Nvidia！但华尔街对此仍心存疑虑","url":"https://stock-news.laohu8.com/highlight/detail?id=1144722081","media":"老虎资讯综合","summary":"$美国超微公司$ 高管周二对公司旗下的AI加速芯片做出了一些大胆的声明，并表示该芯片已准备好从竞争对手英伟达手中争取市场份额。苏姿丰表示，她并不认为AMD还落后于英伟达。在祝贺苏姿丰在过去10年对公司的重大影响时，一位分析师指出，当她担任首席执行官时，AMD的股价仅为3美元。AMD似乎准备好在与英伟达的竞争中逐步崭露头角，这将使其在AI领域成为一个有力的竞争者。","content":"<html><head></head><body><p> <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a> 高管周二对公司旗下的AI加速芯片做出了一些大胆的声明，并表示该芯片已准备好从竞争对手英伟达（Nvidia）手中争取市场份额。</p><p>但华尔街分析师认为，这些声明还不够大胆，AMD更新的AI芯片收入预期仅为50亿美元，刚好符合他们的预期。现在，投资者正在试图判断这个预测是否让人担忧，或者AMD是否能成为对抗英伟达的“黑马”投资。</p><p>周二的盘后交易中，AMD股价下跌近8%，以153.57美元收盘。一些投资者曾希望AMD能提高对AI芯片的预期。同时，公司高管也承认，AMD的AI图形芯片系列的利润率低于公司平均水平。</p><p>“我们对市场非常乐观，从我们看到的情况来看，客户在积极投资，建设所有AI工作负载所需的基础设施，”AMD首席执行官苏姿丰在电话会议上回答有关公司AI芯片的问题时表示。“而且，在这方面，我们的产品组合正随着年度的更新而变得更强大。”</p><p>不过，一位分析师指出，他认为即使是最新的芯片，英伟达在性能上仍然领先于AMD，并质疑AMD打算如何缩小这一差距。苏姿丰表示，她并不认为AMD还落后于英伟达。</p><p>“通过我们加速的产品路线图，我们实际上已经缩小了很大一部分差距，”苏姿丰说。“我认为MI325是一个出色的产品。它将与H200竞争得非常好，而MI350系列将与英伟达下一代GPU Blackwell竞争得非常好。”</p><p>虽然结果将在接下来的一年中显现，但投资者也应记住，在苏姿丰的领导下，AMD已成为在数据中心市场上对抗英特尔的有力竞争者，而这一市场在AMD崛起之前几乎完全被英特尔所主导。这同样需要时间，苏姿丰多次向投资者保证，企业客户在全面承诺之前会尝试AMD的芯片。</p><p>“这个市场的扩展进展良好，我们将继续赢得这些大客户的信任与合作，”苏姿丰在描述AI芯片市场时说。“我想说的是，客户对AMD非常开放，我们到处都能看到，大家都很乐意给我们机会来争取他们的业务，而这正是我们所打算做到的。”</p><p>在祝贺苏姿丰在过去10年对公司的重大影响时，一位分析师指出，当她担任首席执行官时，AMD的股价仅为3美元。这也是在AMD重新进入服务器市场之前，以及其在制造资产方面挣扎的时候。</p><p>怀疑AMD技术是否足够强大以与英伟达竞争的投资者，或许应该回顾过去十年，记住它的数据中心业务如何开始，并在本季度增长超过100%。AMD似乎准备好在与英伟达的竞争中逐步崭露头角，这将使其在AI领域成为一个有力的竞争者。</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>AMD势在必行挑战Nvidia！但华尔街对此仍心存疑虑</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD势在必行挑战Nvidia！但华尔街对此仍心存疑虑\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\">2024-10-30 11:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p> <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a> 高管周二对公司旗下的AI加速芯片做出了一些大胆的声明，并表示该芯片已准备好从竞争对手英伟达（Nvidia）手中争取市场份额。</p><p>但华尔街分析师认为，这些声明还不够大胆，AMD更新的AI芯片收入预期仅为50亿美元，刚好符合他们的预期。现在，投资者正在试图判断这个预测是否让人担忧，或者AMD是否能成为对抗英伟达的“黑马”投资。</p><p>周二的盘后交易中，AMD股价下跌近8%，以153.57美元收盘。一些投资者曾希望AMD能提高对AI芯片的预期。同时，公司高管也承认，AMD的AI图形芯片系列的利润率低于公司平均水平。</p><p>“我们对市场非常乐观，从我们看到的情况来看，客户在积极投资，建设所有AI工作负载所需的基础设施，”AMD首席执行官苏姿丰在电话会议上回答有关公司AI芯片的问题时表示。“而且，在这方面，我们的产品组合正随着年度的更新而变得更强大。”</p><p>不过，一位分析师指出，他认为即使是最新的芯片，英伟达在性能上仍然领先于AMD，并质疑AMD打算如何缩小这一差距。苏姿丰表示，她并不认为AMD还落后于英伟达。</p><p>“通过我们加速的产品路线图，我们实际上已经缩小了很大一部分差距，”苏姿丰说。“我认为MI325是一个出色的产品。它将与H200竞争得非常好，而MI350系列将与英伟达下一代GPU Blackwell竞争得非常好。”</p><p>虽然结果将在接下来的一年中显现，但投资者也应记住，在苏姿丰的领导下，AMD已成为在数据中心市场上对抗英特尔的有力竞争者，而这一市场在AMD崛起之前几乎完全被英特尔所主导。这同样需要时间，苏姿丰多次向投资者保证，企业客户在全面承诺之前会尝试AMD的芯片。</p><p>“这个市场的扩展进展良好，我们将继续赢得这些大客户的信任与合作，”苏姿丰在描述AI芯片市场时说。“我想说的是，客户对AMD非常开放，我们到处都能看到，大家都很乐意给我们机会来争取他们的业务，而这正是我们所打算做到的。”</p><p>在祝贺苏姿丰在过去10年对公司的重大影响时，一位分析师指出，当她担任首席执行官时，AMD的股价仅为3美元。这也是在AMD重新进入服务器市场之前，以及其在制造资产方面挣扎的时候。</p><p>怀疑AMD技术是否足够强大以与英伟达竞争的投资者，或许应该回顾过去十年，记住它的数据中心业务如何开始，并在本季度增长超过100%。AMD似乎准备好在与英伟达的竞争中逐步崭露头角，这将使其在AI领域成为一个有力的竞争者。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/b53d25e163aec11e65fc596371a8d0b7","relate_stocks":{"NVDA":"英伟达","AMD":"美国超微公司"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144722081","content_text":"美国超微公司 高管周二对公司旗下的AI加速芯片做出了一些大胆的声明，并表示该芯片已准备好从竞争对手英伟达（Nvidia）手中争取市场份额。但华尔街分析师认为，这些声明还不够大胆，AMD更新的AI芯片收入预期仅为50亿美元，刚好符合他们的预期。现在，投资者正在试图判断这个预测是否让人担忧，或者AMD是否能成为对抗英伟达的“黑马”投资。周二的盘后交易中，AMD股价下跌近8%，以153.57美元收盘。一些投资者曾希望AMD能提高对AI芯片的预期。同时，公司高管也承认，AMD的AI图形芯片系列的利润率低于公司平均水平。“我们对市场非常乐观，从我们看到的情况来看，客户在积极投资，建设所有AI工作负载所需的基础设施，”AMD首席执行官苏姿丰在电话会议上回答有关公司AI芯片的问题时表示。“而且，在这方面，我们的产品组合正随着年度的更新而变得更强大。”不过，一位分析师指出，他认为即使是最新的芯片，英伟达在性能上仍然领先于AMD，并质疑AMD打算如何缩小这一差距。苏姿丰表示，她并不认为AMD还落后于英伟达。“通过我们加速的产品路线图，我们实际上已经缩小了很大一部分差距，”苏姿丰说。“我认为MI325是一个出色的产品。它将与H200竞争得非常好，而MI350系列将与英伟达下一代GPU Blackwell竞争得非常好。”虽然结果将在接下来的一年中显现，但投资者也应记住，在苏姿丰的领导下，AMD已成为在数据中心市场上对抗英特尔的有力竞争者，而这一市场在AMD崛起之前几乎完全被英特尔所主导。这同样需要时间，苏姿丰多次向投资者保证，企业客户在全面承诺之前会尝试AMD的芯片。“这个市场的扩展进展良好，我们将继续赢得这些大客户的信任与合作，”苏姿丰在描述AI芯片市场时说。“我想说的是，客户对AMD非常开放，我们到处都能看到，大家都很乐意给我们机会来争取他们的业务，而这正是我们所打算做到的。”在祝贺苏姿丰在过去10年对公司的重大影响时，一位分析师指出，当她担任首席执行官时，AMD的股价仅为3美元。这也是在AMD重新进入服务器市场之前，以及其在制造资产方面挣扎的时候。怀疑AMD技术是否足够强大以与英伟达竞争的投资者，或许应该回顾过去十年，记住它的数据中心业务如何开始，并在本季度增长超过100%。AMD似乎准备好在与英伟达的竞争中逐步崭露头角，这将使其在AI领域成为一个有力的竞争者。","news_type":1},"isVote":1,"tweetType":1,"viewCount":189,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":365607877513448,"gmtCreate":1730260258690,"gmtModify":1730260260697,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"htmlText":"前提是英伟达会像英特尔一样固步自封，可能吗？","listText":"前提是英伟达会像英特尔一样固步自封，可能吗？","text":"前提是英伟达会像英特尔一样固步自封，可能吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/365607877513448","repostId":"1144722081","repostType":2,"repost":{"id":"1144722081","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":1730257590,"share":"https://www.laohu8.com/m/news/1144722081?lang=&edition=full","pubTime":"2024-10-30 11:06","market":"us","language":"zh","title":"AMD势在必行挑战Nvidia！但华尔街对此仍心存疑虑","url":"https://stock-news.laohu8.com/highlight/detail?id=1144722081","media":"老虎资讯综合","summary":"$美国超微公司$ 高管周二对公司旗下的AI加速芯片做出了一些大胆的声明，并表示该芯片已准备好从竞争对手英伟达手中争取市场份额。苏姿丰表示，她并不认为AMD还落后于英伟达。在祝贺苏姿丰在过去10年对公司的重大影响时，一位分析师指出，当她担任首席执行官时，AMD的股价仅为3美元。AMD似乎准备好在与英伟达的竞争中逐步崭露头角，这将使其在AI领域成为一个有力的竞争者。","content":"<html><head></head><body><p> <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a> 高管周二对公司旗下的AI加速芯片做出了一些大胆的声明，并表示该芯片已准备好从竞争对手英伟达（Nvidia）手中争取市场份额。</p><p>但华尔街分析师认为，这些声明还不够大胆，AMD更新的AI芯片收入预期仅为50亿美元，刚好符合他们的预期。现在，投资者正在试图判断这个预测是否让人担忧，或者AMD是否能成为对抗英伟达的“黑马”投资。</p><p>周二的盘后交易中，AMD股价下跌近8%，以153.57美元收盘。一些投资者曾希望AMD能提高对AI芯片的预期。同时，公司高管也承认，AMD的AI图形芯片系列的利润率低于公司平均水平。</p><p>“我们对市场非常乐观，从我们看到的情况来看，客户在积极投资，建设所有AI工作负载所需的基础设施，”AMD首席执行官苏姿丰在电话会议上回答有关公司AI芯片的问题时表示。“而且，在这方面，我们的产品组合正随着年度的更新而变得更强大。”</p><p>不过，一位分析师指出，他认为即使是最新的芯片，英伟达在性能上仍然领先于AMD，并质疑AMD打算如何缩小这一差距。苏姿丰表示，她并不认为AMD还落后于英伟达。</p><p>“通过我们加速的产品路线图，我们实际上已经缩小了很大一部分差距，”苏姿丰说。“我认为MI325是一个出色的产品。它将与H200竞争得非常好，而MI350系列将与英伟达下一代GPU Blackwell竞争得非常好。”</p><p>虽然结果将在接下来的一年中显现，但投资者也应记住，在苏姿丰的领导下，AMD已成为在数据中心市场上对抗英特尔的有力竞争者，而这一市场在AMD崛起之前几乎完全被英特尔所主导。这同样需要时间，苏姿丰多次向投资者保证，企业客户在全面承诺之前会尝试AMD的芯片。</p><p>“这个市场的扩展进展良好，我们将继续赢得这些大客户的信任与合作，”苏姿丰在描述AI芯片市场时说。“我想说的是，客户对AMD非常开放，我们到处都能看到，大家都很乐意给我们机会来争取他们的业务，而这正是我们所打算做到的。”</p><p>在祝贺苏姿丰在过去10年对公司的重大影响时，一位分析师指出，当她担任首席执行官时，AMD的股价仅为3美元。这也是在AMD重新进入服务器市场之前，以及其在制造资产方面挣扎的时候。</p><p>怀疑AMD技术是否足够强大以与英伟达竞争的投资者，或许应该回顾过去十年，记住它的数据中心业务如何开始，并在本季度增长超过100%。AMD似乎准备好在与英伟达的竞争中逐步崭露头角，这将使其在AI领域成为一个有力的竞争者。</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>AMD势在必行挑战Nvidia！但华尔街对此仍心存疑虑</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAMD势在必行挑战Nvidia！但华尔街对此仍心存疑虑\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\">2024-10-30 11:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p> <a href=\"https://laohu8.com/S/AMD\">美国超微公司</a> 高管周二对公司旗下的AI加速芯片做出了一些大胆的声明，并表示该芯片已准备好从竞争对手英伟达（Nvidia）手中争取市场份额。</p><p>但华尔街分析师认为，这些声明还不够大胆，AMD更新的AI芯片收入预期仅为50亿美元，刚好符合他们的预期。现在，投资者正在试图判断这个预测是否让人担忧，或者AMD是否能成为对抗英伟达的“黑马”投资。</p><p>周二的盘后交易中，AMD股价下跌近8%，以153.57美元收盘。一些投资者曾希望AMD能提高对AI芯片的预期。同时，公司高管也承认，AMD的AI图形芯片系列的利润率低于公司平均水平。</p><p>“我们对市场非常乐观，从我们看到的情况来看，客户在积极投资，建设所有AI工作负载所需的基础设施，”AMD首席执行官苏姿丰在电话会议上回答有关公司AI芯片的问题时表示。“而且，在这方面，我们的产品组合正随着年度的更新而变得更强大。”</p><p>不过，一位分析师指出，他认为即使是最新的芯片，英伟达在性能上仍然领先于AMD，并质疑AMD打算如何缩小这一差距。苏姿丰表示，她并不认为AMD还落后于英伟达。</p><p>“通过我们加速的产品路线图，我们实际上已经缩小了很大一部分差距，”苏姿丰说。“我认为MI325是一个出色的产品。它将与H200竞争得非常好，而MI350系列将与英伟达下一代GPU Blackwell竞争得非常好。”</p><p>虽然结果将在接下来的一年中显现，但投资者也应记住，在苏姿丰的领导下，AMD已成为在数据中心市场上对抗英特尔的有力竞争者，而这一市场在AMD崛起之前几乎完全被英特尔所主导。这同样需要时间，苏姿丰多次向投资者保证，企业客户在全面承诺之前会尝试AMD的芯片。</p><p>“这个市场的扩展进展良好，我们将继续赢得这些大客户的信任与合作，”苏姿丰在描述AI芯片市场时说。“我想说的是，客户对AMD非常开放，我们到处都能看到，大家都很乐意给我们机会来争取他们的业务，而这正是我们所打算做到的。”</p><p>在祝贺苏姿丰在过去10年对公司的重大影响时，一位分析师指出，当她担任首席执行官时，AMD的股价仅为3美元。这也是在AMD重新进入服务器市场之前，以及其在制造资产方面挣扎的时候。</p><p>怀疑AMD技术是否足够强大以与英伟达竞争的投资者，或许应该回顾过去十年，记住它的数据中心业务如何开始，并在本季度增长超过100%。AMD似乎准备好在与英伟达的竞争中逐步崭露头角，这将使其在AI领域成为一个有力的竞争者。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/b53d25e163aec11e65fc596371a8d0b7","relate_stocks":{"NVDA":"英伟达","AMD":"美国超微公司"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1144722081","content_text":"美国超微公司 高管周二对公司旗下的AI加速芯片做出了一些大胆的声明，并表示该芯片已准备好从竞争对手英伟达（Nvidia）手中争取市场份额。但华尔街分析师认为，这些声明还不够大胆，AMD更新的AI芯片收入预期仅为50亿美元，刚好符合他们的预期。现在，投资者正在试图判断这个预测是否让人担忧，或者AMD是否能成为对抗英伟达的“黑马”投资。周二的盘后交易中，AMD股价下跌近8%，以153.57美元收盘。一些投资者曾希望AMD能提高对AI芯片的预期。同时，公司高管也承认，AMD的AI图形芯片系列的利润率低于公司平均水平。“我们对市场非常乐观，从我们看到的情况来看，客户在积极投资，建设所有AI工作负载所需的基础设施，”AMD首席执行官苏姿丰在电话会议上回答有关公司AI芯片的问题时表示。“而且，在这方面，我们的产品组合正随着年度的更新而变得更强大。”不过，一位分析师指出，他认为即使是最新的芯片，英伟达在性能上仍然领先于AMD，并质疑AMD打算如何缩小这一差距。苏姿丰表示，她并不认为AMD还落后于英伟达。“通过我们加速的产品路线图，我们实际上已经缩小了很大一部分差距，”苏姿丰说。“我认为MI325是一个出色的产品。它将与H200竞争得非常好，而MI350系列将与英伟达下一代GPU Blackwell竞争得非常好。”虽然结果将在接下来的一年中显现，但投资者也应记住，在苏姿丰的领导下，AMD已成为在数据中心市场上对抗英特尔的有力竞争者，而这一市场在AMD崛起之前几乎完全被英特尔所主导。这同样需要时间，苏姿丰多次向投资者保证，企业客户在全面承诺之前会尝试AMD的芯片。“这个市场的扩展进展良好，我们将继续赢得这些大客户的信任与合作，”苏姿丰在描述AI芯片市场时说。“我想说的是，客户对AMD非常开放，我们到处都能看到，大家都很乐意给我们机会来争取他们的业务，而这正是我们所打算做到的。”在祝贺苏姿丰在过去10年对公司的重大影响时，一位分析师指出，当她担任首席执行官时，AMD的股价仅为3美元。这也是在AMD重新进入服务器市场之前，以及其在制造资产方面挣扎的时候。怀疑AMD技术是否足够强大以与英伟达竞争的投资者，或许应该回顾过去十年，记住它的数据中心业务如何开始，并在本季度增长超过100%。AMD似乎准备好在与英伟达的竞争中逐步崭露头角，这将使其在AI领域成为一个有力的竞争者。","news_type":1},"isVote":1,"tweetType":1,"viewCount":136,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362953551515920,"gmtCreate":1729634198119,"gmtModify":1729634199975,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"htmlText":"有点硬扯","listText":"有点硬扯","text":"有点硬扯","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362953551515920","repostId":"1113784707","repostType":2,"repost":{"id":"1113784707","weMediaInfo":{"introduction":"个股异动一手消息解读","home_visible":1,"media_name":"异动解读","id":"1092702339","head_image":"https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390"},"pubTimestamp":1729607064,"share":"https://www.laohu8.com/m/news/1113784707?lang=&edition=full","pubTime":"2024-10-22 22:24","market":"hk","language":"zh","title":"异动解读 | 核能概念股盘中大跌 投资者担忧行业发展前景","url":"https://stock-news.laohu8.com/highlight/detail?id=1113784707","media":"异动解读","summary":"10月22日,核能概念股一度大幅回调,NuScale Power盘中一度暴跌逾11%,其他核能公司股价也不同程度下挫。这一下跌引发了市场广泛关注。但核能行业发展仍面临重大技术和财务风险,引发投资者担忧。业内人士指出,美国过去几十年的核能项目几乎无一例外地面临着超支和延期困境,这加剧了投资者对于SMR等新技术能否有效解决核电昂贵的建设成本和项目周期的疑虑。此外,核能发电与各大科技公司可持续发展目标之间的矛盾日益突出。","content":"<p>10月22日,核能概念股一度大幅回调,NuScale Power(SMR)盘中一度暴跌逾11%,其他核能公司股价也不同程度下挫。这一下跌引发了市场广泛关注。</p>\n\n<p>核能长期以来被视为清洁、可再生能源的主力军,随着AI等技术的发展,全球能源需求激增,加剧了各国对发展下一代核能技术的追逐。但核能行业发展仍面临重大技术和财务风险,引发投资者担忧。</p>\n\n<p>业内人士指出,美国过去几十年的核能项目几乎无一例外地面临着超支和延期困境,这加剧了投资者对于SMR等新技术能否有效解决核电昂贵的建设成本和项目周期的疑虑。此外,核能发电与各大科技公司可持续发展目标之间的矛盾日益突出。部分分析人士认为,在核能技术尚未完全成熟的情况下,天然气有望发挥过渡能源作用,亦可能影响了资金对核能的配置。</p>","source":"ai_movement_cn","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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style=\"background-image:url(https://static.tigerbbs.com/a81accab1e7ee4144dc051f71903a390);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">异动解读 </p>\n<p class=\"h-time\">2024-10-22 22:24</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<p>10月22日,核能概念股一度大幅回调,NuScale Power(SMR)盘中一度暴跌逾11%,其他核能公司股价也不同程度下挫。这一下跌引发了市场广泛关注。</p>\n\n<p>核能长期以来被视为清洁、可再生能源的主力军,随着AI等技术的发展,全球能源需求激增,加剧了各国对发展下一代核能技术的追逐。但核能行业发展仍面临重大技术和财务风险,引发投资者担忧。</p>\n\n<p>业内人士指出,美国过去几十年的核能项目几乎无一例外地面临着超支和延期困境,这加剧了投资者对于SMR等新技术能否有效解决核电昂贵的建设成本和项目周期的疑虑。此外,核能发电与各大科技公司可持续发展目标之间的矛盾日益突出。部分分析人士认为,在核能技术尚未完全成熟的情况下,天然气有望发挥过渡能源作用,亦可能影响了资金对核能的配置。</p>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SMR":"NuScale Power"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1113784707","content_text":"10月22日,核能概念股一度大幅回调,NuScale Power(SMR)盘中一度暴跌逾11%,其他核能公司股价也不同程度下挫。这一下跌引发了市场广泛关注。\n核能长期以来被视为清洁、可再生能源的主力军,随着AI等技术的发展,全球能源需求激增,加剧了各国对发展下一代核能技术的追逐。但核能行业发展仍面临重大技术和财务风险,引发投资者担忧。\n业内人士指出,美国过去几十年的核能项目几乎无一例外地面临着超支和延期困境,这加剧了投资者对于SMR等新技术能否有效解决核电昂贵的建设成本和项目周期的疑虑。此外,核能发电与各大科技公司可持续发展目标之间的矛盾日益突出。部分分析人士认为,在核能技术尚未完全成熟的情况下,天然气有望发挥过渡能源作用,亦可能影响了资金对核能的配置。","news_type":1},"isVote":1,"tweetType":1,"viewCount":156,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360294191427744,"gmtCreate":1728980744747,"gmtModify":1728980748217,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3546249304196282\">@火火兔爸</a>:说的这么祝你才给三十，感情看字数 [冷漠] [喷血]//<a href=\"https://laohu8.com/U/3546249304196282\">@火火兔爸</a>:见光死","listText":"Replying to <a href=\"https://laohu8.com/U/3546249304196282\">@火火兔爸</a>:说的这么祝你才给三十，感情看字数 [冷漠] [喷血]//<a href=\"https://laohu8.com/U/3546249304196282\">@火火兔爸</a>:见光死","text":"Replying to @火火兔爸:说的这么祝你才给三十，感情看字数 [冷漠] [喷血]//@火火兔爸:见光死","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/360294191427744","isVote":1,"tweetType":1,"viewCount":606,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358509309399296,"gmtCreate":1728566859560,"gmtModify":1728566861422,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"htmlText":"见光死","listText":"见光死","text":"见光死","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358509309399296","isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":356528149905680,"gmtCreate":1728052562451,"gmtModify":1728052565283,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"htmlText":"碰瓷","listText":"碰瓷","text":"碰瓷","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/356528149905680","repostId":"2472293104","repostType":2,"repost":{"id":"2472293104","weMediaInfo":{"introduction":"FX168","home_visible":1,"media_name":"FX168","id":"1059947868","head_image":"https://static.tigerbbs.com/7a80f9d4086d7680bdea6ba04addf782"},"pubTimestamp":1728036477,"share":"https://www.laohu8.com/m/news/2472293104?lang=&edition=full","pubTime":"2024-10-04 18:07","market":"sh","language":"zh","title":"美国突发消息！英伟达涉隐瞒“加密货币挖矿收入” 美国司法部、证监会支持集体诉讼","url":"https://stock-news.laohu8.com/highlight/detail?id=2472293104","media":"FX168","summary":"FX168财经报社 讯 美国司法部和美国证监会向最高法院表示，指控英伟达虚假陈述其对加密货币矿工销售情况的投资者集体诉讼，应该获得批准。英伟达与投资者集团自2018年以来就一直处于法律纠纷之中，目前案件已上诉至美国最高法院。在周三的一份法庭之友陈述书中，美国司法部长伊丽莎白·普雷洛加和美国证监会高级律师西奥多·魏曼辩称，对英伟达的集体诉讼具有“足够的细节”，可以免于地区法院的驳回。","content":"<html><body><div>\n<p>FX168财经报社(亚太)讯 美国司法部和美国证监会(SEC)向最高法院表示，指控<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVIDIA)虚假陈述其对加密货币矿工销售情况的投资者集体诉讼，应该获得批准。英伟达与投资者集团自2018年以来就一直处于法律纠纷之中，目前案件已上诉至美国最高法院。</p>\n<p>在周三(10月2日)的一份法庭之友陈述书中，美国司法部长伊丽莎白·普雷洛加(Elizabeth Prelogar)和美国证监会高级律师西奥多·魏曼(Theodore Weiman)辩称，对英伟达的集体诉讼具有“足够的细节”，可以免于地区法院的驳回。</p>\n<div>\n<img src=\"https://static.fx168api.com/img/user/adcb80dc7eaf1593a05cd350391713ea/GG577.jpg\"/>\n</div>\n<p>(来源:美国最高法院)</p>\n<p>CoinTelegraph指出，他们补充说，美国最高法院应该批准上诉法院恢复该诉讼。</p>\n<p>美国司法部和证监会表示，他们对此案“非常感兴趣”，因为该案涉及旨在限制无聊的证券相关诉讼的法律。</p>\n<p>该简报还补充道：“有价值的私人诉讼是对美国司法部和证监会的刑事起诉和民事执法行动的重要补充。”</p>\n<div>\n<img src=\"https://static.fx168api.com/img/user/adcb80dc7eaf1593a05cd350391713ea/GG576.jpg\"/>\n</div>\n<p>(来源:美国最高法院)</p>\n<p>据悉，该投资者团体于2018年试图起诉英伟达，指控其隐瞒了向加密货币矿工销售的超过10亿美元的GPU销售额。它声称该芯片制造商的首席执行官黄仁勋(Jensen Huang)淡化了英伟达对加密货币行业的销售情况。</p>\n<p>该组织声称，英伟达的销售额受到矿工的支撑，他们认为，这一点在2018年该公司的销售额随着加密货币市场一起崩溃时就很明显了。</p>\n<p>该案被驳回，但该集团对判决提出上诉，导致第九巡回上诉法院在2023年8月恢复审理。</p>\n<p>随后，英伟达向最高法院提出上诉，要求推翻该判决。</p>\n<p>英伟达声称该诉讼依据的是专家意见，该意见捏造了有关其业务和收入的信息，但美国司法部和美国证监会予以反驳，称“这不是这里发生的事情”。</p>\n<p>监管机构还承认了投资者对英伟达说法的反驳，据称该反驳有与前英伟达高管账户有关的证据，以及加拿大银行的一份报告，该报告声称该公司低估了其加密货币收入13.5亿美元。</p>\n<p>在同一天提交的另一份法庭之友陈述书中，12名前美国证监会官员支持投资者，称“私人执行联邦证券法对于美国资本市场的完整性至关重要”。</p>\n<p>他们抨击了英伟达的论点，声称该论点将制定规则“要求原告在调查之前掌握公司内部文件和数据库，并禁止在诉讼阶段使用专家”。</p>\n<p>他们补充道：“这两者都没有得到法律或良好政策的支持。”</p>\n<p>周三，又有6份支持投资者团体的法庭之友陈述书被提交。这些陈述书来自量化专家、法律教授、机构投资者、美国司法协会和反欺诈联盟。</p>\n</div></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>美国突发消息！英伟达涉隐瞒“加密货币挖矿收入” 美国司法部、证监会支持集体诉讼</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美国突发消息！英伟达涉隐瞒“加密货币挖矿收入” 美国司法部、证监会支持集体诉讼\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1059947868\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/7a80f9d4086d7680bdea6ba04addf782);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">FX168 </p>\n<p class=\"h-time\">2024-10-04 18:07</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><div>\n<p>FX168财经报社(亚太)讯 美国司法部和美国证监会(SEC)向最高法院表示，指控<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVIDIA)虚假陈述其对加密货币矿工销售情况的投资者集体诉讼，应该获得批准。英伟达与投资者集团自2018年以来就一直处于法律纠纷之中，目前案件已上诉至美国最高法院。</p>\n<p>在周三(10月2日)的一份法庭之友陈述书中，美国司法部长伊丽莎白·普雷洛加(Elizabeth Prelogar)和美国证监会高级律师西奥多·魏曼(Theodore Weiman)辩称，对英伟达的集体诉讼具有“足够的细节”，可以免于地区法院的驳回。</p>\n<div>\n<img src=\"https://static.fx168api.com/img/user/adcb80dc7eaf1593a05cd350391713ea/GG577.jpg\"/>\n</div>\n<p>(来源:美国最高法院)</p>\n<p>CoinTelegraph指出，他们补充说，美国最高法院应该批准上诉法院恢复该诉讼。</p>\n<p>美国司法部和证监会表示，他们对此案“非常感兴趣”，因为该案涉及旨在限制无聊的证券相关诉讼的法律。</p>\n<p>该简报还补充道：“有价值的私人诉讼是对美国司法部和证监会的刑事起诉和民事执法行动的重要补充。”</p>\n<div>\n<img src=\"https://static.fx168api.com/img/user/adcb80dc7eaf1593a05cd350391713ea/GG576.jpg\"/>\n</div>\n<p>(来源:美国最高法院)</p>\n<p>据悉，该投资者团体于2018年试图起诉英伟达，指控其隐瞒了向加密货币矿工销售的超过10亿美元的GPU销售额。它声称该芯片制造商的首席执行官黄仁勋(Jensen Huang)淡化了英伟达对加密货币行业的销售情况。</p>\n<p>该组织声称，英伟达的销售额受到矿工的支撑，他们认为，这一点在2018年该公司的销售额随着加密货币市场一起崩溃时就很明显了。</p>\n<p>该案被驳回，但该集团对判决提出上诉，导致第九巡回上诉法院在2023年8月恢复审理。</p>\n<p>随后，英伟达向最高法院提出上诉，要求推翻该判决。</p>\n<p>英伟达声称该诉讼依据的是专家意见，该意见捏造了有关其业务和收入的信息，但美国司法部和美国证监会予以反驳，称“这不是这里发生的事情”。</p>\n<p>监管机构还承认了投资者对英伟达说法的反驳，据称该反驳有与前英伟达高管账户有关的证据，以及加拿大银行的一份报告，该报告声称该公司低估了其加密货币收入13.5亿美元。</p>\n<p>在同一天提交的另一份法庭之友陈述书中，12名前美国证监会官员支持投资者，称“私人执行联邦证券法对于美国资本市场的完整性至关重要”。</p>\n<p>他们抨击了英伟达的论点，声称该论点将制定规则“要求原告在调查之前掌握公司内部文件和数据库，并禁止在诉讼阶段使用专家”。</p>\n<p>他们补充道：“这两者都没有得到法律或良好政策的支持。”</p>\n<p>周三，又有6份支持投资者团体的法庭之友陈述书被提交。这些陈述书来自量化专家、法律教授、机构投资者、美国司法协会和反欺诈联盟。</p>\n</div></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"DEFI":"Hashdex Bitcoin ETF","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4581":"高盛持仓","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) 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INC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","BTCW":"WisdomTree Bitcoin Fund","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","3NVD.UK":"LS 3X NVIDIA"},"source_url":"https://www.fx168news.com/article/英伟达-782703","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2472293104","content_text":"FX168财经报社(亚太)讯 美国司法部和美国证监会(SEC)向最高法院表示，指控英伟达(NVIDIA)虚假陈述其对加密货币矿工销售情况的投资者集体诉讼，应该获得批准。英伟达与投资者集团自2018年以来就一直处于法律纠纷之中，目前案件已上诉至美国最高法院。\n在周三(10月2日)的一份法庭之友陈述书中，美国司法部长伊丽莎白·普雷洛加(Elizabeth Prelogar)和美国证监会高级律师西奥多·魏曼(Theodore Weiman)辩称，对英伟达的集体诉讼具有“足够的细节”，可以免于地区法院的驳回。\n\n\n\n(来源:美国最高法院)\nCoinTelegraph指出，他们补充说，美国最高法院应该批准上诉法院恢复该诉讼。\n美国司法部和证监会表示，他们对此案“非常感兴趣”，因为该案涉及旨在限制无聊的证券相关诉讼的法律。\n该简报还补充道：“有价值的私人诉讼是对美国司法部和证监会的刑事起诉和民事执法行动的重要补充。”\n\n\n\n(来源:美国最高法院)\n据悉，该投资者团体于2018年试图起诉英伟达，指控其隐瞒了向加密货币矿工销售的超过10亿美元的GPU销售额。它声称该芯片制造商的首席执行官黄仁勋(Jensen Huang)淡化了英伟达对加密货币行业的销售情况。\n该组织声称，英伟达的销售额受到矿工的支撑，他们认为，这一点在2018年该公司的销售额随着加密货币市场一起崩溃时就很明显了。\n该案被驳回，但该集团对判决提出上诉，导致第九巡回上诉法院在2023年8月恢复审理。\n随后，英伟达向最高法院提出上诉，要求推翻该判决。\n英伟达声称该诉讼依据的是专家意见，该意见捏造了有关其业务和收入的信息，但美国司法部和美国证监会予以反驳，称“这不是这里发生的事情”。\n监管机构还承认了投资者对英伟达说法的反驳，据称该反驳有与前英伟达高管账户有关的证据，以及加拿大银行的一份报告，该报告声称该公司低估了其加密货币收入13.5亿美元。\n在同一天提交的另一份法庭之友陈述书中，12名前美国证监会官员支持投资者，称“私人执行联邦证券法对于美国资本市场的完整性至关重要”。\n他们抨击了英伟达的论点，声称该论点将制定规则“要求原告在调查之前掌握公司内部文件和数据库，并禁止在诉讼阶段使用专家”。\n他们补充道：“这两者都没有得到法律或良好政策的支持。”\n周三，又有6份支持投资者团体的法庭之友陈述书被提交。这些陈述书来自量化专家、法律教授、机构投资者、美国司法协会和反欺诈联盟。","news_type":1},"isVote":1,"tweetType":1,"viewCount":457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":355745319436536,"gmtCreate":1727861352347,"gmtModify":1727861357461,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"themes":[],"htmlText":"<a 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或许，AI代理的未来会更加值得期待。","text":"$谷歌(GOOG)$ 还能预定草莓？AI代理“未来可期” 在昨夜的开发者大会上，Weil演绎了这样有趣一幕，展现出AI代理在帮助用户解决日常事物时的灵活性，以及与人类更加自然的互动，赢取了在场观众的欢笑与掌声。 Weil先是与AI代理对话，希望AI可以协助他采购本地草莓。Weil说：“请你打个电话，看看能不能帮我们把400个草莓送到会场，但请控制在1500美元以下。” 接着，AI代理回应：“我来了，我马上就会把这些草莓送到您的手中。”并立即向当地采购企业致电，表示希望订购400个草莓，并称自己可以“现金支付”。 AI代理在电话里表示：“我需要400个巧克力草莓。请将它们送到Fort Mason的的Gateway Pavilion，我会付现金。” 采购商玩笑称：“我就在你的附近，可以在37秒内到达。” AI代理说：“那真是快得令人难以置信。谢谢。” 最后，Weil表示：“如果我们做得对，我们就能花更多的时间在重要的事情上，而花更少的时间盯着手机。” 或许，AI代理的未来会更加值得期待。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/355745319436536","isVote":1,"tweetType":1,"viewCount":579,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":321342039056576,"gmtCreate":1719472351964,"gmtModify":1719472353875,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3546249304196282","idStr":"3546249304196282"},"themes":[],"htmlText":"已移仓亚马逊","listText":"已移仓亚马逊","text":"已移仓亚马逊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":13,"repostSize":0,"link":"https://laohu8.com/post/321342039056576","isVote":1,"tweetType":1,"viewCount":1787,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3490012177941164","authorId":"3490012177941164","name":"猪溜溜","avatar":"https://static.tigerbbs.com/709b997fd64f814e5c6edf06758ed362","crmLevel":7,"crmLevelSwitch":0,"authorIdStr":"3490012177941164","idStr":"3490012177941164"},"content":"全换了？英伟达赚了多少哈哈","text":"全换了？英伟达赚了多少哈哈","html":"全换了？英伟达赚了多少哈哈"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":285710324834304,"gmtCreate":1710771815739,"gmtModify":1710771817230,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3546249304196282","idStr":"3546249304196282"},"themes":[],"htmlText":"<a 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10:56","market":"sh","language":"zh","title":"四巨头订单就够季度目标！华尔街发现英伟达“需求远超预期”","url":"https://stock-news.laohu8.com/highlight/detail?id=1134471751","media":"华尔街见闻","summary":"芯片需求“爆表”，主宰者“英伟达”业绩或远超普遍预期。同时，他们预计其他大型科技公司和人工智能初创企业对英伟达的需求也更乐观。伯恩斯坦分析师表示，目前限制英伟达营收的因素是半导体代工厂先进的芯片封装能力。他们将英伟达股票评级调至“跑赢大盘”，目股价为475美元。目前，英伟达股价为467美元左右。这一分析结果显示了对英伟达未来发展的乐观态度。","content":"<html><head></head><body><blockquote>伯恩斯坦分析师，芯片需求爆表，2024年<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>数据中心和AI芯片收入或达750亿至900亿美元，远超华尔街分析师的一致预期420亿美元。</blockquote><p style=\"text-align: justify;\">芯片需求“爆表”，主宰者“英伟达”业绩或远超普遍预期。</p><p style=\"text-align: justify;\">周一，伯恩斯坦分析师通过云计算厂商最新透露的在人工智能支出计划，测算得出英伟达的实际业绩情况可能更为乐观。</p><p style=\"text-align: justify;\"><strong>该分析师团队汇总了他们对<a href=\"https://laohu8.com/S/MSFT\">微软</a> 、Meta、字节和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a> AI 芯片支出增长的估计，发现仅这四家公司就足以让英伟达实现本季度的指导目标。</strong>同时，他们预计其他大型科技公司和人工智能初创企业对英伟达的需求也更乐观。</p><p style=\"text-align: justify;\">伯恩斯坦分析师表示，目前限制英伟达营收的因素是半导体代工厂先进的芯片封装能力。随着明年封装能力的提升，<strong>英伟达将有可能在2024年创造750亿至900亿美元的数据中心和AI芯片收入，而华尔街分析师的一致预期仅为420亿美元。</strong></p><p style=\"text-align: justify;\">不过，随着人工智能基础设施建设过多，可能带来的短期和中期风险，比如对英伟达芯片需求先旺后衰，伯恩斯坦技术分析师团队淡化了这一风险。</p><p style=\"text-align: justify;\"><strong>他们将英伟达股票评级调至“跑赢大盘”，目股价为475美元。</strong>目前，英伟达股价为467美元左右。</p><p style=\"text-align: justify;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/906f6ead5c983b5a91f6e22ac4897ac5\" tg-width=\"560\" tg-height=\"240\"/></p><p style=\"text-align: justify;\">伯恩斯坦团队表示，在未来相当长的一段时间内，至少在未来12-18个月内，预计英伟达的业绩将保持增长，并可能将持续走高。这一分析结果显示了对英伟达未来发展的乐观态度。</p><p style=\"text-align: justify;\">此前，瑞穗分析师Vijay Rakesh也指出，AI给英伟达带来的股价上行空间超乎想象，并将英伟达目标价从400美元上调至530美元。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" 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href=https://wallstreetcn.com/articles/3694528><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>伯恩斯坦分析师，芯片需求爆表，2024年英伟达数据中心和AI芯片收入或达750亿至900亿美元，远超华尔街分析师的一致预期420亿美元。芯片需求“爆表”，主宰者“英伟达”业绩或远超普遍预期。周一，伯恩斯坦分析师通过云计算厂商最新透露的在人工智能支出计划，测算得出英伟达的实际业绩情况可能更为乐观。该分析师团队汇总了他们对微软 、Meta、字节和谷歌 AI 芯片支出增长的估计，发现仅这四家公司就足以让...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3694528\">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":{"LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","NVDA":"英伟达","BK4550":"红杉资本持仓","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4551":"寇图资本持仓","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) 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芯片支出增长的估计，发现仅这四家公司就足以让英伟达实现本季度的指导目标。同时，他们预计其他大型科技公司和人工智能初创企业对英伟达的需求也更乐观。伯恩斯坦分析师表示，目前限制英伟达营收的因素是半导体代工厂先进的芯片封装能力。随着明年封装能力的提升，英伟达将有可能在2024年创造750亿至900亿美元的数据中心和AI芯片收入，而华尔街分析师的一致预期仅为420亿美元。不过，随着人工智能基础设施建设过多，可能带来的短期和中期风险，比如对英伟达芯片需求先旺后衰，伯恩斯坦技术分析师团队淡化了这一风险。他们将英伟达股票评级调至“跑赢大盘”，目股价为475美元。目前，英伟达股价为467美元左右。伯恩斯坦团队表示，在未来相当长的一段时间内，至少在未来12-18个月内，预计英伟达的业绩将保持增长，并可能将持续走高。这一分析结果显示了对英伟达未来发展的乐观态度。此前，瑞穗分析师Vijay 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