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火火兔爸
05-12 13:23
$英伟达(NVDA)$
有钱就买没错
火火兔爸
05-11 00:27
$英伟达(NVDA)$
现在是眼前的CPI引发降息预期延后带来的压估值,由于业绩是22号,台积电释放的利好需要延后兑现,但是随着时间临近财报,等于延后降息的时间被缩短,估值会向上靠拢。
火火兔爸
05-10 23:51
$英伟达(NVDA)$
无视行业利好,有系统性因素,CPI3.5
火火兔爸
05-10 22:12
$英伟达(NVDA)$
这些机构是真坏
火火兔爸
05-09
$英伟达(NVDA)$
由于对未知的恐惧,人们总是迷失在当下,千方百计给做空寻找理由。殊不知历史的车轮依然会滚滚向前。
火火兔爸
05-08
$英伟达(NVDA)$
1999年,黄仁勋提出与显卡芯片领域摩尔定律并称的“黄氏定律”,即显示芯片每6个月性能提升一倍。相比摩尔定律的每18个月性能提升一倍,黄仁勋的标准快了3倍。他要求团队以此为目标,两年发布一款新品,保持计算性能的绝对优势。过去10年芯片性能提高了100万倍,未来10年大概率还是如此。
火火兔爸
05-08
又想骗人下车
Druckenmiller Cuts Nvidia Stake, Says AI May Be 'Overhyped' near Term
火火兔爸
05-07
找个理由说服自己而已
火火兔爸
05-07
$英伟达(NVDA)$
palantir业绩略逊预期盘后跌,你凑什么热闹?
火火兔爸
05-07
$英伟达(NVDA)$
尾盘谁砸的?
火火兔爸
05-01
$英伟达(NVDA)$
布莱恩·奥萨维斯基:是的,我们之前也一直有这种说法,公司始终在盈利和投资之间像钟摆一样来回摆动。我认为目前正处于两者同时推进的阶段,所以我们更倾向于讨论正在进行的具体投资,以及其可能如何影响短期增长前景。 在过去18个月中,亚马逊在营业收入和自由现金流增长方面所取得的进展,很大程度上是由我们电商业务的改善和服务成本降低所推动的。我们也谈到了区域化配送方面的努力,以及目前的来料储运服务。广告和亚马逊云服务的增长一直非常强劲,云服务利润率较四季度环比增长了800个基点,很大程度上是由公司整体营收扩大和成本结构优化推动的。 不过,在资本支出方面将出现大幅增加,其中大部分将用于支持基础设施,特别是生成式人工智能方面的投入,预计这部分业务的折旧肯定会增加。一季度,我们的资本支出额为140亿美元,预计这将是今年季度资本支出的最低水平。如安迪早些时候所说,我们看到客户释放了强烈需求的信号,包括了期限更长的服务合同,合同金额更高,其中许多都加入了生成式人工智能的内容,这些信号让我们对于在这个领域扩大资本投入充满信心。安迪还提到我们在这个领域已经深耕了18年,我们的资本和资源投入计划都是着眼长远的。通过细心谋划为客户创造业务增长动力,公司的营业收入、营业利润、自由现金流和投资回报也会随之而增长。近期来看,就是资本支出的增长,包括电商业务方面的强劲资本支出增长,其中大部分用于适度增加资本或运营能力,以及当日送达网络和亚马逊物流车队的升级。不过很大程度来看,投资主要还是用在云服务上。
火火兔爸
05-01
$英伟达(NVDA)$
AMD一季报好于预期,营收同比增2%,毛利率进一步扩大,包含AI芯片销售的数据中心收入、以及与PC市场改善紧密相连的客户端收入都同比激增80%,而且数据中心收入创新高,但对二季度的营收指引“没有制造兴奋度”,对AI加速器芯片的年销量预期上调后仅为40亿美元,远逊竞争对手英伟达,盘后股价跌幅加深。
火火兔爸
05-01
$英伟达(NVDA)$
美国财长耶伦:美国国税局采用人工智能协助税务欺诈检测。
火火兔爸
05-01
$英伟达(NVDA)$
系统自动给做了个三十元t
火火兔爸
05-01
$英伟达(NVDA)$
下跌主要担心在水源。“美联储传声筒”Nick Timiraos:这次美联储会议可能又是一次“观望”会议。然而,这一次的关注点可能倾向于美联储对通胀和工资上行风险的表态,而不是关于下行风险或良性通胀的态度。
火火兔爸
05-01
$英伟达(NVDA)$
AMD(AMD.O)CEO:人工智能芯片市场的需求方非常强劲)
火火兔爸
04-29
$英伟达(NVDA)$
盘前这是散户去接特斯拉去了
火火兔爸
04-27
$英伟达(NVDA)$
离九百都还有三十刀
火火兔爸
04-26
$英伟达(NVDA)$
进入GPT时代,大型科技公司都加大对AI的研发投入。在Q1已经公布财报的公司中, Meta上调了2024全年资本支出预算近100亿美元,达到350亿到400亿美元,并且保持明年继续增长,誓言要打造成“全球领先的人工智能公司” 谷歌Q1的资本支出达到史上最高的120亿美元,并且2024年接下来几个季度会更多,主要用于建设新的数据中心。 微软Q1的资本支出为140亿美元,也预计将继续“大幅”增加
火火兔爸
04-26
牛呗。。。。。。。。。。。
去老虎APP查看更多动态
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由于对未知的恐惧,人们总是迷失在当下,千方百计给做空寻找理由。殊不知历史的车轮依然会滚滚向前。","text":"$英伟达(NVDA)$ 由于对未知的恐惧,人们总是迷失在当下,千方百计给做空寻找理由。殊不知历史的车轮依然会滚滚向前。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/304103292477592","isVote":1,"tweetType":1,"viewCount":735,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303560073068624,"gmtCreate":1715131743068,"gmtModify":1715132008327,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 1999年,黄仁勋提出与显卡芯片领域摩尔定律并称的“黄氏定律”,即显示芯片每6个月性能提升一倍。相比摩尔定律的每18个月性能提升一倍,黄仁勋的标准快了3倍。他要求团队以此为目标,两年发布一款新品,保持计算性能的绝对优势。过去10年芯片性能提高了100万倍,未来10年大概率还是如此。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 1999年,黄仁勋提出与显卡芯片领域摩尔定律并称的“黄氏定律”,即显示芯片每6个月性能提升一倍。相比摩尔定律的每18个月性能提升一倍,黄仁勋的标准快了3倍。他要求团队以此为目标,两年发布一款新品,保持计算性能的绝对优势。过去10年芯片性能提高了100万倍,未来10年大概率还是如此。","text":"$英伟达(NVDA)$ 1999年,黄仁勋提出与显卡芯片领域摩尔定律并称的“黄氏定律”,即显示芯片每6个月性能提升一倍。相比摩尔定律的每18个月性能提升一倍,黄仁勋的标准快了3倍。他要求团队以此为目标,两年发布一款新品,保持计算性能的绝对优势。过去10年芯片性能提高了100万倍,未来10年大概率还是如此。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/303560073068624","isVote":1,"tweetType":1,"viewCount":866,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3437340877473194","authorId":"3437340877473194","name":"Cjfsky201610","avatar":"https://static.tigerbbs.com/990f83875eb3fd831df53d5601c8bd7c","crmLevel":6,"crmLevelSwitch":0},"content":"为什么游戏还是30帧","text":"为什么游戏还是30帧","html":"为什么游戏还是30帧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303551168217168,"gmtCreate":1715129569031,"gmtModify":1715129570860,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1},"themes":[],"htmlText":"又想骗人下车","listText":"又想骗人下车","text":"又想骗人下车","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303551168217168","repostId":"1192784034","repostType":2,"repost":{"id":"1192784034","pubTimestamp":1715093850,"share":"https://www.laohu8.com/m/news/1192784034?lang=&edition=full","pubTime":"2024-05-07 22:57","market":"us","language":"en","title":"Druckenmiller Cuts Nvidia Stake, Says AI May Be 'Overhyped' near Term","url":"https://stock-news.laohu8.com/highlight/detail?id=1192784034","media":"seekingalpha","summary":"Famed investor Stanley Druckenmiller says he has trimmed his stake in AI bellwether $Nvidia$.Druckenmiller, who now runs the Duquesne Family Office, said on CNBC Tuesday that the chipmaker was among positions he recently reduced.He said with NVDA going from $150 to $900, \"Guess what?We did cut that position, along with a lot of other positions in late March.\"\"I just needed a break,\" he said. \"We've had a hell of a run. A lot of what we recognized has become recognized by the marketplace now.\"\"Lo","content":"<html><head></head><body><p>Famed investor Stanley Druckenmiller says he has trimmed his stake in AI bellwether <a href=\"https://laohu8.com/S/NVDA\">Nvidia</a>.</p><p>Nvidia stock fell 1.9% in morning trading.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/12a34bd4f67a2a1bb5711f8bebd45c23\" tg-width=\"784\" tg-height=\"618\"/></p><p style=\"text-align: left;\">Druckenmiller, who now runs the Duquesne Family Office, said on CNBC Tuesday that the chipmaker was among positions he recently reduced.</p><p style=\"text-align: left;\">He said with NVDA going from $150 to $900, "Guess what? We did cut that position, along with a lot of other positions in late March."</p><p style=\"text-align: left;\">"I just needed a break," he said. "We've had a hell of a run. A lot of what we recognized has become recognized by the marketplace now."</p><p style=\"text-align: left;\">"Long term we're as bullish on AI as we've ever been," he said. But noted that while nobody 20 years ago would have thought the internet would be as big as it had become, the Nasdaq still went down 80% in 1999.</p><p style=\"text-align: left;\">"That's not going to happen with AI, but it could rhyme. AI could go through all this capital spending to do the payoff and while it's incrementally coming in by the day, the big payoff might be four to five years from now."</p><p style=\"text-align: left;\">"So AI might be a little overhyped now, but underhyped long term," Druckenmiller said.</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>Druckenmiller Cuts Nvidia Stake, Says AI May Be 'Overhyped' near Term</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\">\nDruckenmiller Cuts Nvidia Stake, Says AI May Be 'Overhyped' near Term\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-05-07 22:57 GMT+8 <a href=https://seekingalpha.com/news/4101057-druckenmiller-cuts-nvidia-stake-says-ai-may-be-overhyped-near-term><strong>seekingalpha</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Famed investor Stanley Druckenmiller says he has trimmed his stake in AI bellwether Nvidia.Nvidia stock fell 1.9% in morning trading.Druckenmiller, who now runs the Duquesne Family Office, said on ...</p>\n\n<a href=\"https://seekingalpha.com/news/4101057-druckenmiller-cuts-nvidia-stake-says-ai-may-be-overhyped-near-term\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://seekingalpha.com/news/4101057-druckenmiller-cuts-nvidia-stake-says-ai-may-be-overhyped-near-term","is_english":true,"share_image_url":"https://static.laohu8.com/5a36db9d73b4222bc376d24ccc48c8a4","article_id":"1192784034","content_text":"Famed investor Stanley Druckenmiller says he has trimmed his stake in AI bellwether Nvidia.Nvidia stock fell 1.9% in morning trading.Druckenmiller, who now runs the Duquesne Family Office, said on CNBC Tuesday that the chipmaker was among positions he recently reduced.He said with NVDA going from $150 to $900, \"Guess what? We did cut that position, along with a lot of other positions in late March.\"\"I just needed a break,\" he said. \"We've had a hell of a run. A lot of what we recognized has become recognized by the marketplace now.\"\"Long term we're as bullish on AI as we've ever been,\" he said. But noted that while nobody 20 years ago would have thought the internet would be as big as it had become, the Nasdaq still went down 80% in 1999.\"That's not going to happen with AI, but it could rhyme. AI could go through all this capital spending to do the payoff and while it's incrementally coming in by the day, the big payoff might be four to five years from now.\"\"So AI might be a little overhyped now, but underhyped long term,\" Druckenmiller said.","news_type":1},"isVote":1,"tweetType":1,"viewCount":126,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303298905334008,"gmtCreate":1715067838824,"gmtModify":1715067840653,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1},"themes":[],"htmlText":"找个理由说服自己而已","listText":"找个理由说服自己而已","text":"找个理由说服自己而已","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/303298905334008","isVote":1,"tweetType":1,"viewCount":360,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"20722186463466","authorId":"20722186463466","name":"爱发红包的虎妞","avatar":"https://static.tigerbbs.com/acf27be178fbc21279d1959ce5bec4e7","crmLevel":1,"crmLevelSwitch":0},"content":"老师您好,可以加虎妞微信聊聊投资吗?微信:itiger2014","text":"老师您好,可以加虎妞微信聊聊投资吗?微信:itiger2014","html":"老师您好,可以加虎妞微信聊聊投资吗?微信:itiger2014"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303124729299056,"gmtCreate":1715040483250,"gmtModify":1715040484725,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> palantir业绩略逊预期盘后跌,你凑什么热闹?","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> palantir业绩略逊预期盘后跌,你凑什么热闹?","text":"$英伟达(NVDA)$ palantir业绩略逊预期盘后跌,你凑什么热闹?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303124729299056","isVote":1,"tweetType":1,"viewCount":809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":303124646215848,"gmtCreate":1715040320200,"gmtModify":1715040321718,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 尾盘谁砸的?","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 尾盘谁砸的?","text":"$英伟达(NVDA)$ 尾盘谁砸的?","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/303124646215848","isVote":1,"tweetType":1,"viewCount":434,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301343851233432,"gmtCreate":1714576359870,"gmtModify":1714576361985,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 布莱恩·奥萨维斯基:是的,我们之前也一直有这种说法,公司始终在盈利和投资之间像钟摆一样来回摆动。我认为目前正处于两者同时推进的阶段,所以我们更倾向于讨论正在进行的具体投资,以及其可能如何影响短期增长前景。 在过去18个月中,亚马逊在营业收入和自由现金流增长方面所取得的进展,很大程度上是由我们电商业务的改善和服务成本降低所推动的。我们也谈到了区域化配送方面的努力,以及目前的来料储运服务。广告和亚马逊云服务的增长一直非常强劲,云服务利润率较四季度环比增长了800个基点,很大程度上是由公司整体营收扩大和成本结构优化推动的。 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10:56","market":"hk","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\" 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>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”</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; 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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”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-08-01 10:56 北京时间 <a 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":{"BK4550":"红杉资本持仓","NVDA":"英伟达","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","BK4551":"寇图资本持仓","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","LU1551013425.SGD":"Allianz Income and Growth Cl AMg2 DIS H2-SGD","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","BK4548":"巴美列捷福持仓","LU1316542783.SGD":"Janus Henderson Horizon Global Technology Leaders A2 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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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这在英伟达本周堪称“无懈可击”的业绩报告公布后变得愈发明显:在截至1月28日的2024财年第四财季,英伟达营收创纪录地达到了221亿美元,同比增长265%;全财年的营收也创历史新高,为609亿美元,增长126%。在利润上,该公司季度净利润录得122.85亿美元,同比增长769%;调整后每股收益为5.16美元,同比增长486%,均创历史新高。 从某种层面上说,不是英伟达的利润在追赶市值,而是其市值在追赶利润的增幅。这已引发了一个极为罕见的现象,自2023年年中以来,虽然英伟达股价创纪录上涨,但其市盈率却反而在持续下降。","text":"$英伟达(NVDA)$ 英伟达贵吗?哪里贵了! 有意思的是,随着英伟达市值猛增,许多市场人士眼下的一个疑问无疑是,英伟达是不是太贵了? 要知道,今年以来,英伟达股价已经累计上涨了60%,而这还是在去年全年累计上涨近240%的背景下取得的…… 然而,对于市场上浮现出的一些担忧声,不少英伟达的多头们眼下却似乎并不焦虑——他们从市盈率指标中找到了可以仰赖的证据。套用时下的一个网络热梗,那便是:“哪里贵了?这么多年都是这个价(市盈率),不要睁着眼睛说瞎话”。 一组对比显示,虽然英伟达的股价和市值猛增,但其盈利增长速度甚至还要超过了这两者的涨幅。 这在英伟达本周堪称“无懈可击”的业绩报告公布后变得愈发明显:在截至1月28日的2024财年第四财季,英伟达营收创纪录地达到了221亿美元,同比增长265%;全财年的营收也创历史新高,为609亿美元,增长126%。在利润上,该公司季度净利润录得122.85亿美元,同比增长769%;调整后每股收益为5.16美元,同比增长486%,均创历史新高。 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</a> 明天盘前要上635了","text":"$英伟达(NVDA)$ 明天盘前要上635了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":8,"repostSize":1,"link":"https://laohu8.com/post/268470029778984","isVote":1,"tweetType":1,"viewCount":1471,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3459551505580148","authorId":"3459551505580148","name":"令狐冲吧8431","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":7,"crmLevelSwitch":1},"content":"amd这么高的波动率..应该回避风险","text":"amd这么高的波动率..应该回避风险","html":"amd这么高的波动率..应该回避风险"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":262016202432632,"gmtCreate":1704986520147,"gmtModify":1704986521089,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 做空的今晚最好别睡觉","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 做空的今晚最好别睡觉","text":"$英伟达(NVDA)$ 做空的今晚最好别睡觉","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":8,"repostSize":1,"link":"https://laohu8.com/post/262016202432632","isVote":1,"tweetType":1,"viewCount":2041,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3530743627650021","authorId":"3530743627650021","name":"ChrisCluadia","avatar":"https://static.tigerbbs.com/94a0d187185bfc7eec1fe9181aacd914","crmLevel":9,"crmLevelSwitch":1},"content":"我不睡 我等着你","text":"我不睡 我等着你","html":"我不睡 我等着你"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":396967988,"gmtCreate":1607009219344,"gmtModify":1703845967304,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>理想未来小鹏一个都不看好,充电桩是通用的,感觉新势力造车会沦为摩拜和ofo这种开拓市场培养用户的先驱,开完路后被虎视眈眈的大佬们直接后发先至,一闷棍打死。","listText":"<a href=\"https://laohu8.com/S/NIO\">$蔚来(NIO)$</a>理想未来小鹏一个都不看好,充电桩是通用的,感觉新势力造车会沦为摩拜和ofo这种开拓市场培养用户的先驱,开完路后被虎视眈眈的大佬们直接后发先至,一闷棍打死。","text":"$蔚来(NIO)$理想未来小鹏一个都不看好,充电桩是通用的,感觉新势力造车会沦为摩拜和ofo这种开拓市场培养用户的先驱,开完路后被虎视眈眈的大佬们直接后发先至,一闷棍打死。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":5,"repostSize":2,"link":"https://laohu8.com/post/396967988","isVote":1,"tweetType":1,"viewCount":3763,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3533789506299545","authorId":"3533789506299545","name":"不加倍抢地主","avatar":"https://static.tigerbbs.com/b654d532ca78fdad36bb2f99294e4168","crmLevel":2,"crmLevelSwitch":0},"content":"果然 只要一跌 牛鬼蛇神都出来又觉得自己行了","text":"果然 只要一跌 牛鬼蛇神都出来又觉得自己行了","html":"果然 只要一跌 牛鬼蛇神都出来又觉得自己行了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":288497719861376,"gmtCreate":1711466781475,"gmtModify":1711466783359,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1},"themes":[],"htmlText":"换毛线,谁还用PC,除了玩游戏","listText":"换毛线,谁还用PC,除了玩游戏","text":"换毛线,谁还用PC,除了玩游戏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/288497719861376","repostId":"2422633545","repostType":2,"repost":{"id":"2422633545","pubTimestamp":1711425442,"share":"https://www.laohu8.com/m/news/2422633545?lang=&edition=full","pubTime":"2024-03-26 11:57","market":"hk","language":"zh","title":"专访AMD Lisa Su博士:AI PC的根本能力会促使消费者更新换代","url":"https://stock-news.laohu8.com/highlight/detail?id=2422633545","media":"新浪数码","summary":"一时间,各行各业都在讨论AI,畅想着AI带来的无限可能。3月21日,AMD在北京举办了AI PC创新峰会,AMD董事会主席及首席执行官Lisa Su博士发表了主题演讲。在会后与新浪科技等媒体交流的过程中,Lisa Su博士回答了有关AMD 布局AI PC策略的细节,她相信,AI将成为那个引发PC市场增长的能力。“确实,我相信AI PC的出现会引发PC市场的增长。而且我认为AI PC的根本能力会促使消费者去换新自己的PC”。对于AI的未来发展,Lisa Su博士持乐观态度。","content":"<html><body><p>新浪数码 苏航</p>\n<p>科技行业如今最热门的话题毫无疑问是AI(Artificial Intelligence,即人工智能)。2022年底ChatGPT横空出世,唤醒了这头一直沉睡着的“野兽”。一时间,各行各业都在讨论AI,畅想着AI带来的无限可能。</p>\n<p>当智能手机遇见AI,变成AI手机,我们能否获得一部专属的个人助理?当传统PC融合AI,化身AI PC,我们能否拥有更强大的生产力工具?AI是否会像元宇宙一样昙花一现?这是许多消费者在挑选产品时面对五花八门的营销所发出的疑问。</p>\n<p>3月21日,AMD在北京举办了AI PC创新峰会,AMD董事会主席及首席执行官Lisa Su博士发表了主题演讲。在会后与新浪科技等媒体交流的过程中,Lisa Su博士回答了有关AMD 布局AI PC策略的细节,她相信,AI将成为那个引发PC市场增长的能力。</p>\n<figure>\n<img h=\"420\" src=\"http://k.sinaimg.cn/n/finance/transform/250/w630h420/20240326/f666-2f44cc7661faaf069b46a4d57b68edfb.png/w700d1q75cms.jpg?by=cms_fixed_width\" w=\"630\"/>\n<h2>AMD董事会主席及首席执行官Lisa Su博士(左)</h2>\n</figure>\n<p><strong>一、能拯救PC市场的只有AI</strong></p>\n<p>和世界上其他科技巨头一样,AMD对AI技术非常看重。在AI PC创新峰会上,这项技术可以触及每个人的生活,并改变我们的生活方式。</p>\n<figure>\n<img h=\"414\" src=\"http://k.sinaimg.cn/n/finance/transform/244/w630h414/20240326/d308-8dc012f099e031d05a11b8903740dec4.png/w700d1q75cms.jpg?by=cms_fixed_width\" w=\"630\"/>\n<h2>Lisa Su博士在大会上发表主题演讲</h2>\n</figure>\n<p>如今的PC市场面临着极大的挑战。根据市场研究机构Canalys的数据,2023年第四季度,全球PC市场在历经了连续七个季度的同比下滑后,终于迎来了小幅增长。不过就2023年全年而言,全球PC出货量总数仅为2.47亿台,较2022年下降了13%。</p>\n<figure>\n<img h=\"347\" src=\"http://k.sinaimg.cn/n/finance/transform/177/w630h347/20240326/e01e-10da2ce087ecc006ac13c71bbd694a1f.png/w700d1q75cms.jpg?by=cms_fixed_width\" w=\"630\"/>\n<h2>Canalys的研究数据</h2>\n</figure>\n<p>Lisa Su博士表示,疫情中的PC需求量非常高,然后疫情过后,我们看到PC市场需求有些下降。</p>\n<p>不过,她也预计,我们会在2024年看到一定程度的增长。“确实,我相信AI PC的出现会引发PC市场的增长。而且我认为AI PC的根本能力会促使消费者去换新自己的PC”。</p>\n<p>AI PC有望在2024年成为市场焦点,Canalys也预测,到2027年,AI PC出货量将超过1.7亿台,其中近60%将部署在商用领域。</p>\n<p><strong>二、AI PC究竟能做什么?</strong></p>\n<p>AI PC究竟有什么样的“魅力”,能“促使消费者去换新自己的PC”呢?</p>\n<p>在AI PC创新峰会上 ,AMD已经给出了“第一波”答案。该公司演示了基于Ryzen AI PC平台,ISV(独立软件开发商)制作的Demo:你可以像甲方一样,给你的PC提需求,让它画出一张符合要求的精美图片;如果担心“说不清楚”,你还能手绘个草图,让PC根据你的描述和草图帮你美化。</p>\n<figure>\n<img h=\"467\" src=\"http://k.sinaimg.cn/n/finance/transform/297/w630h467/20240326/7d6c-832ab42c4bd96ad7685b417b74b47ab9.png/w700d1q75cms.jpg?by=cms_fixed_width\" w=\"630\"/>\n<h2>大会演示Demo,根据提示词和草图生成图片</h2>\n</figure>\n<p>当然,你也能在编程的时候,让AI PC帮你生成对应功能的参考代码,而你需要做的仅仅是输入提示词。</p>\n<p>除此以外,大会体验区还展示了其他一些ISV基于Ryzen AI PC开发出的功能。这些功能覆盖了生活的方方面面,消费者不仅可以通过AMD AI PC进行内容创作,辅助办公,还能利用AI记录游戏过程中的高光时刻。</p>\n<p>AMD AI PC甚至可以在各行各业发挥着作用。比如现场展示了AMD与永乐宫合作的项目,可以通过AI技术对文物进行修复;再比如利用AI辅助工业设计、音乐教学等等。</p>\n<figure>\n<img h=\"472\" src=\"http://k.sinaimg.cn/n/finance/transform/302/w630h472/20240326/7092-9f7cc1e291a8ea94ec21038cb162bf2f.png/w700d1q75cms.jpg?by=cms_fixed_width\" w=\"630\"/>\n<h2>AI技术修复文物</h2>\n</figure>\n<p>Lisa Su博士说道。她表示,AI PC最让人振奋的应用场景包括协作、通讯、生产力和内容创作等。</p>\n<p><strong>三、你会购买AI PC吗?</strong></p>\n<div sax-type=\"proxy\"></div><p>事实上,这次我们在AI PC创新峰会上所看到的应用,远比目前消费者能在最新款智能手机上体验到的丰富得多。如果你对目前“智能手机+AI”的效果感到有些小失望,甚至觉得厂商们抛出的营销概念大于实用价值,那么在AI PC上或许能获得新的体验。</p>\n<p>Lisa Su博士认为,AI PC并不是一种营销概念。相反,她相信AI将成为那个引发PC市场增长的能力。</p>\n<p>笔者认为,其中一个原因自然是我们在现场看到的那些层出不穷的创新应用。而另一个原因,Lisa Su博士提供了一个新视角来思考这个问题。</p>\n<p>她向现场的媒体提了一个问题:“我会考虑AI能够为每个人节约多少时间。如果每周能节约五小时的时间,你是否愿意购买一台新的AI PC?”。我想所有人的答案都将是Yes。</p>\n<figure>\n<img h=\"422\" src=\"http://k.sinaimg.cn/n/finance/transform/252/w630h422/20240326/3793-161abdd33bd9f00c57469b9ad507d78e.png/w700d1q75cms.jpg?by=cms_fixed_width\" w=\"630\"/>\n<h2>AMD董事会主席及首席执行官Lisa Su博士</h2>\n</figure>\n<p>笔者的体会是,一些特定的工作已经可以通过AI来节省时间和人力。比如我会在工作中使用AI绘图工具来制作海报;通过语言大模型做归纳总结,进而代替搜索。这些都能让我工作的效率更高。</p>\n<p>不过所有这些工作目前都基于云端,如果你的PC足够强大,这些工作就能直接在本地完成。这就意味着,你的效率将会更高,而且隐私更有保障。</p>\n<p><strong>四、一款合格的AI PC应该什么样?</strong></p>\n<p>这就不得不引出另一个问题——究竟具备什么样的能力,才算是AI PC?其实,AMD已经给出了一套完整的答案。</p>\n<p>首先,在硬件上它便与传统PC不同,它需要更强大的引擎,并且专物专用。AMD在原有CPU、GPU的组合中加入了NPU,即神经处理单元,专门负责处理神经网络问题。NPU的出现解决了以往CPU、GPU处理类似问题时所需要功耗巨大的问题。没有续航焦虑,就为笔记本运行大模型提供了可能。</p>\n<figure>\n<img h=\"341\" src=\"http://k.sinaimg.cn/n/finance/transform/171/w630h341/20240326/4067-64ecc2afd16bb3a46d02bafce557ba4a.png/w700d1q75cms.jpg?by=cms_fixed_width\" w=\"630\"/>\n<h2>AMD AI计算架构</h2>\n</figure>\n<p>当然不仅限于笔记本,AMD希望AI能力可以全面贯穿产品组合,无论是轻量型推理,还是重量型推理,只要用户需要,就能找适合的设备。</p>\n<p>所以除了为移动设备研发的锐龙8040系列处理器,AMD还带来了锐龙 8000G系列台式机处理器。以多种组合的方式为用户开启AI的大门。</p>\n<p>这也是AMD多年以来的优势之一。这家公司既有CPU的研发能力,又拥有GPU的研发能力,如今又结合了全新的NPU。所有这些引擎搭配组合,让它在AI时代能够提供各种解决方案。</p>\n<p>硬件之外,AI PC的生态系统也非常关键。事实上,今年AMD的AI PC创新峰会其中一个目的,就是将生态合作伙伴汇集到一起,展示其AI PC生态的全貌。</p>\n<p>Lisa Su博士表示,AMD定下的目标是到今年年底前要有超过150家的ISV使用Ryzen AI的技术。对此,她非常自信。“因为在中国和在国外有如此多的新公司带着新应用在不断涌现”。</p>\n<p><strong>五、AI PC的未来</strong></p>\n<p>对于现阶段的AI PC,Lisa Su博士坦言,“很多应用现在还处于初级阶段,但是未来几年,还会有更多应用被不断开发出来。如果看应用的数量,每个月我们都可以看到AI PC的应用和用户数量在快速增加。我认为会有很多不同类型的应用出现。我认为你会在各行各业看到同样的情况。不管你说的是金融行业、生产力应用、内容创作还是游戏,生态中会出现许多新的不同的用例。” 。</p>\n<p>此外,硬件的不断更新,成本逐渐降低,也会进一步推动AI PC的普及。“2024年是非常重要的一年”,Lisa Su博士说,“我们将看到首批AI PC面世,但是大部分的AI PC还将是位于PC系统中更高端的定位。随着时间的推移,我们期待看到AI PC出现在每个价位段。”</p>\n<figure>\n<img h=\"471\" src=\"http://k.sinaimg.cn/n/finance/transform/301/w630h471/20240326/d8d5-945d37645d6ba4d05756b517849198b6.png/w700d1q75cms.jpg?by=cms_fixed_width\" w=\"630\"/>\n</figure>\n<p>对于AI的未来发展,Lisa Su博士持乐观态度。人工智能的普及速度如此之快,但她并不认为(AI)已经过热,目前还是适宜的热度。她说“我们也在内部使用AI来帮助我们在未来制造更好的芯片,帮助提升公司各方面的运营。可以肯定的是,未来会涌现更多机会。”</p>\n<div>\n<img src=\"http://n.sinaimg.cn/default/2fb77759/20151125/320X320.png\"/>\n</div>\n</body></html>","source":"sina_tech","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" 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Intelligence,即人工智能)。2022年底ChatGPT横空出世,唤醒了这头一直沉睡着的“野兽”。一时间,各行各业都在讨论AI,畅想着AI带来的无限可能。\n当智能手机遇见AI,变成AI手机,我们能否获得一部专属的个人助理?当传统PC融合AI,化身AI PC,我们能否拥有更强大的生产力工具?AI是否会像元宇宙一样...</p>\n\n<a href=\"https://tech.sina.cn/mobile/xp/2024-03-26/detail-inaprmtw5710031.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/finance/transform/667/w400h267/20240326/5607-2534e806921bce3c9873a4cf4867aa81.png/w120h90l50t1bd7.jpg","relate_stocks":{"LU2264538146.SGD":"Fullerton Lux Funds - Global Absolute Alpha A Acc SGD","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4588":"碎股","BK4141":"半导体产品","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1852331112.SGD":"Blackrock World Technology Fund A2 SGD-H","BK4573":"虚拟现实","LU1951198990.SGD":"Natixis Thematics AI & Robotics Fund H-R/A SGD-H","LU1951200564.SGD":"Natixis Thematics AI & Robotics Fund R/A 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Technology A (acc) SGD","BK4534":"瑞士信贷持仓","BK4585":"ETF&股票定投概念","AMD":"美国超微公司","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU1064131342.USD":"Fullerton Lux Funds - Global Absolute Alpha A Acc USD","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","GFS":"GLOBALFOUNDRIES Inc.","LU1989764664.SGD":"CPR Invest - Global Disruptive Opportunities A2 Acc SGD-H","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","BK4575":"芯片概念","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4566":"资本集团","LU0109392836.USD":"富兰克林科技股A"},"source_url":"https://tech.sina.cn/mobile/xp/2024-03-26/detail-inaprmtw5710031.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2422633545","content_text":"新浪数码 苏航\n科技行业如今最热门的话题毫无疑问是AI(Artificial Intelligence,即人工智能)。2022年底ChatGPT横空出世,唤醒了这头一直沉睡着的“野兽”。一时间,各行各业都在讨论AI,畅想着AI带来的无限可能。\n当智能手机遇见AI,变成AI手机,我们能否获得一部专属的个人助理?当传统PC融合AI,化身AI PC,我们能否拥有更强大的生产力工具?AI是否会像元宇宙一样昙花一现?这是许多消费者在挑选产品时面对五花八门的营销所发出的疑问。\n3月21日,AMD在北京举办了AI PC创新峰会,AMD董事会主席及首席执行官Lisa Su博士发表了主题演讲。在会后与新浪科技等媒体交流的过程中,Lisa Su博士回答了有关AMD 布局AI PC策略的细节,她相信,AI将成为那个引发PC市场增长的能力。\n\n\nAMD董事会主席及首席执行官Lisa Su博士(左)\n\n一、能拯救PC市场的只有AI\n和世界上其他科技巨头一样,AMD对AI技术非常看重。在AI PC创新峰会上,这项技术可以触及每个人的生活,并改变我们的生活方式。\n\n\nLisa Su博士在大会上发表主题演讲\n\n如今的PC市场面临着极大的挑战。根据市场研究机构Canalys的数据,2023年第四季度,全球PC市场在历经了连续七个季度的同比下滑后,终于迎来了小幅增长。不过就2023年全年而言,全球PC出货量总数仅为2.47亿台,较2022年下降了13%。\n\n\nCanalys的研究数据\n\nLisa Su博士表示,疫情中的PC需求量非常高,然后疫情过后,我们看到PC市场需求有些下降。\n不过,她也预计,我们会在2024年看到一定程度的增长。“确实,我相信AI PC的出现会引发PC市场的增长。而且我认为AI PC的根本能力会促使消费者去换新自己的PC”。\nAI PC有望在2024年成为市场焦点,Canalys也预测,到2027年,AI PC出货量将超过1.7亿台,其中近60%将部署在商用领域。\n二、AI PC究竟能做什么?\nAI PC究竟有什么样的“魅力”,能“促使消费者去换新自己的PC”呢?\n在AI PC创新峰会上 ,AMD已经给出了“第一波”答案。该公司演示了基于Ryzen AI PC平台,ISV(独立软件开发商)制作的Demo:你可以像甲方一样,给你的PC提需求,让它画出一张符合要求的精美图片;如果担心“说不清楚”,你还能手绘个草图,让PC根据你的描述和草图帮你美化。\n\n\n大会演示Demo,根据提示词和草图生成图片\n\n当然,你也能在编程的时候,让AI PC帮你生成对应功能的参考代码,而你需要做的仅仅是输入提示词。\n除此以外,大会体验区还展示了其他一些ISV基于Ryzen AI PC开发出的功能。这些功能覆盖了生活的方方面面,消费者不仅可以通过AMD AI PC进行内容创作,辅助办公,还能利用AI记录游戏过程中的高光时刻。\nAMD AI PC甚至可以在各行各业发挥着作用。比如现场展示了AMD与永乐宫合作的项目,可以通过AI技术对文物进行修复;再比如利用AI辅助工业设计、音乐教学等等。\n\n\nAI技术修复文物\n\nLisa Su博士说道。她表示,AI PC最让人振奋的应用场景包括协作、通讯、生产力和内容创作等。\n三、你会购买AI PC吗?\n事实上,这次我们在AI PC创新峰会上所看到的应用,远比目前消费者能在最新款智能手机上体验到的丰富得多。如果你对目前“智能手机+AI”的效果感到有些小失望,甚至觉得厂商们抛出的营销概念大于实用价值,那么在AI PC上或许能获得新的体验。\nLisa Su博士认为,AI PC并不是一种营销概念。相反,她相信AI将成为那个引发PC市场增长的能力。\n笔者认为,其中一个原因自然是我们在现场看到的那些层出不穷的创新应用。而另一个原因,Lisa Su博士提供了一个新视角来思考这个问题。\n她向现场的媒体提了一个问题:“我会考虑AI能够为每个人节约多少时间。如果每周能节约五小时的时间,你是否愿意购买一台新的AI PC?”。我想所有人的答案都将是Yes。\n\n\nAMD董事会主席及首席执行官Lisa Su博士\n\n笔者的体会是,一些特定的工作已经可以通过AI来节省时间和人力。比如我会在工作中使用AI绘图工具来制作海报;通过语言大模型做归纳总结,进而代替搜索。这些都能让我工作的效率更高。\n不过所有这些工作目前都基于云端,如果你的PC足够强大,这些工作就能直接在本地完成。这就意味着,你的效率将会更高,而且隐私更有保障。\n四、一款合格的AI PC应该什么样?\n这就不得不引出另一个问题——究竟具备什么样的能力,才算是AI PC?其实,AMD已经给出了一套完整的答案。\n首先,在硬件上它便与传统PC不同,它需要更强大的引擎,并且专物专用。AMD在原有CPU、GPU的组合中加入了NPU,即神经处理单元,专门负责处理神经网络问题。NPU的出现解决了以往CPU、GPU处理类似问题时所需要功耗巨大的问题。没有续航焦虑,就为笔记本运行大模型提供了可能。\n\n\nAMD AI计算架构\n\n当然不仅限于笔记本,AMD希望AI能力可以全面贯穿产品组合,无论是轻量型推理,还是重量型推理,只要用户需要,就能找适合的设备。\n所以除了为移动设备研发的锐龙8040系列处理器,AMD还带来了锐龙 8000G系列台式机处理器。以多种组合的方式为用户开启AI的大门。\n这也是AMD多年以来的优势之一。这家公司既有CPU的研发能力,又拥有GPU的研发能力,如今又结合了全新的NPU。所有这些引擎搭配组合,让它在AI时代能够提供各种解决方案。\n硬件之外,AI PC的生态系统也非常关键。事实上,今年AMD的AI PC创新峰会其中一个目的,就是将生态合作伙伴汇集到一起,展示其AI PC生态的全貌。\nLisa Su博士表示,AMD定下的目标是到今年年底前要有超过150家的ISV使用Ryzen AI的技术。对此,她非常自信。“因为在中国和在国外有如此多的新公司带着新应用在不断涌现”。\n五、AI PC的未来\n对于现阶段的AI PC,Lisa Su博士坦言,“很多应用现在还处于初级阶段,但是未来几年,还会有更多应用被不断开发出来。如果看应用的数量,每个月我们都可以看到AI PC的应用和用户数量在快速增加。我认为会有很多不同类型的应用出现。我认为你会在各行各业看到同样的情况。不管你说的是金融行业、生产力应用、内容创作还是游戏,生态中会出现许多新的不同的用例。” 。\n此外,硬件的不断更新,成本逐渐降低,也会进一步推动AI PC的普及。“2024年是非常重要的一年”,Lisa Su博士说,“我们将看到首批AI PC面世,但是大部分的AI PC还将是位于PC系统中更高端的定位。随着时间的推移,我们期待看到AI PC出现在每个价位段。”\n\n\n\n对于AI的未来发展,Lisa Su博士持乐观态度。人工智能的普及速度如此之快,但她并不认为(AI)已经过热,目前还是适宜的热度。她说“我们也在内部使用AI来帮助我们在未来制造更好的芯片,帮助提升公司各方面的运营。可以肯定的是,未来会涌现更多机会。”","news_type":1},"isVote":1,"tweetType":1,"viewCount":130,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":272154017386608,"gmtCreate":1707495611068,"gmtModify":1707495611985,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> amd掉队了,微软涨势更加稳健","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$ </a> amd掉队了,微软涨势更加稳健","text":"$美国超微公司(AMD)$ amd掉队了,微软涨势更加稳健","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/272154017386608","isVote":1,"tweetType":1,"viewCount":757,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":267272926736432,"gmtCreate":1706276594678,"gmtModify":1706520037600,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v>又要起飞了 1月26日,美国12月核心PCE物价指数同比上升2.9%,为2021年3月以来新低,预估为3.0%,前值为3.2%;美国12月核心PCE物价指数环比上升0.2%,为2023年9月以来新高,预估为0.2%,前值为0.1%。 在经济数据公布后,美国短期利率期货下跌,交易员减少对美联储降息的押注。 利率期货交易员继续认为,美联储5月份首次降息的可能性最大。","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v>又要起飞了 1月26日,美国12月核心PCE物价指数同比上升2.9%,为2021年3月以来新低,预估为3.0%,前值为3.2%;美国12月核心PCE物价指数环比上升0.2%,为2023年9月以来新高,预估为0.2%,前值为0.1%。 在经济数据公布后,美国短期利率期货下跌,交易员减少对美联储降息的押注。 利率期货交易员继续认为,美联储5月份首次降息的可能性最大。","text":"$英伟达(NVDA)$ 又要起飞了 1月26日,美国12月核心PCE物价指数同比上升2.9%,为2021年3月以来新低,预估为3.0%,前值为3.2%;美国12月核心PCE物价指数环比上升0.2%,为2023年9月以来新高,预估为0.2%,前值为0.1%。 在经济数据公布后,美国短期利率期货下跌,交易员减少对美联储降息的押注。 利率期货交易员继续认为,美联储5月份首次降息的可能性最大。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/267272926736432","isVote":1,"tweetType":1,"viewCount":1884,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000326","authorId":"9000000000000326","name":"半导体勇士","avatar":"https://static.tigerbbs.com/e573674bfcfd4e7c46cab3576d3fff51","crmLevel":1,"crmLevelSwitch":0},"content":"钻石手💎💪,支持你的观点!","text":"钻石手💎💪,支持你的观点!","html":"钻石手💎💪,支持你的观点!"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":266525256331472,"gmtCreate":1706097466969,"gmtModify":1706097469042,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/4131409357956500\">@ruan_7128</a>:亏不死你//<a href=\"https://laohu8.com/U/4131409357956500\">@ruan_7128</a>:再追高英伟达,风险相当大,我认为可以做空,而特斯拉要破200美元/股有难度,下面的支撑力度很强,一旦跌破200,可以炒底做多。","listText":"Replying to <a href=\"https://laohu8.com/U/4131409357956500\">@ruan_7128</a>:亏不死你//<a href=\"https://laohu8.com/U/4131409357956500\">@ruan_7128</a>:再追高英伟达,风险相当大,我认为可以做空,而特斯拉要破200美元/股有难度,下面的支撑力度很强,一旦跌破200,可以炒底做多。","text":"Replying to @ruan_7128:亏不死你//@ruan_7128:再追高英伟达,风险相当大,我认为可以做空,而特斯拉要破200美元/股有难度,下面的支撑力度很强,一旦跌破200,可以炒底做多。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/266525256331472","isVote":1,"tweetType":1,"viewCount":522,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":219882752970880,"gmtCreate":1694711780521,"gmtModify":1694711781412,"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/ARM\">$Arm Holdings(ARM)$ </a>上市前几天是筹码流通量最大的阶段","listText":"<a href=\"https://laohu8.com/S/ARM\">$Arm Holdings(ARM)$ </a>上市前几天是筹码流通量最大的阶段","text":"$Arm Holdings(ARM)$ 上市前几天是筹码流通量最大的阶段","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/219882752970880","isVote":1,"tweetType":1,"viewCount":794,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}