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火力少年王

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火力少年王

2021-10-23

$英特尔(INTC)$又上跌幅榜了，单项波动这么大的还真的只有你啊，美股之光

火力少年王

2021-09-24

$英特尔(INTC)$英特尔会是下一个万亿巨兽，拭目以待

火力少年王

2021-08-18

$英特尔(INTC)$华尔街绝对在恶意做空，还从未见过上方两个缺口不补的股票

火力少年王

2021-07-23

$英特尔(INTC)$没有什么充分理由，华尔街就是一如既往的看空这个公司，无论营收是否超过预期，无论市盈率低到什么程度，也无论竞争对手的市盈率高到离谱的地步，还能强调所谓增长

火力少年王

2021-07-23

$英特尔(INTC)$求求你做个人吧！

火力少年王

2021-07-23

华尔街日常唱空

抱歉，原内容已删除

火力少年王

2021-06-23

没说基于什么架构啊

特斯拉自研超级计算机Dojo！将取代日本“富岳”成全球第一

火力少年王

2021-06-18

$英特尔(INTC)$垃圾就是垃圾，芯片股普涨他不涨，芯片股普跌他带头

火力少年王

2021-06-18

$英特尔(INTC)$你真是永远的神，这么大利好消息，盘面刚上穿布林下轨？还是平走硬生生把布林轨熬下来做到的，你是真的nb

火力少年王

2021-06-18

这个垃圾股好像马上就要破产清算了一样，下跌他最欢，上涨总不见

@春秋投资:$英特尔(INTC)$美国人不好看自己的国粹，不爱国呀

火力少年王

2021-06-18

$英特尔(INTC)$Intel跟跌不跟涨，是明天就要倒闭了吗？

火力少年王

2021-05-13

$英特尔(INTC)$垃圾王，大盘都拉不动你啊，跟跌不跟涨

火力少年王

2021-05-03

这不是悲观，是对本公司的乐观，意思是不用担心英特尔的代工厂没有订单，反而是供不应求

英特尔CEO态度悲观：全球芯片荒预计将持续数年

火力少年王

2021-04-29

ibm利润同比下降4%却跳空高开，呵呵

5 Reasons to Avoid Intel After Its Q1 Earnings Report

火力少年王

2021-04-28

$英特尔(INTC)$这帮机构，想压制股价就拼命找财报的缺点并无限放大，ibm财报真比英特尔好吗？人家能跳空高开，英特尔大幅低开。

火力少年王

2021-04-27

$IBM(IBM)$真好，远离了他的垃圾兄弟英特尔

火力少年王

2021-04-23

$英特尔(INTC)$昨天的收盘价体现的是远不及去年同期利润的预期价格，公布的利润比预期高竟然还能下跌，难道他在公布前大涨了吗？没有吧。真是万事利空英特尔

火力少年王

2021-04-23

$英特尔(INTC)$每次财报都是好于预期，每次财报公布之后都下跌，华尔街这帮狗庄逻辑真的通顺啊

火力少年王

2021-04-19

$英特尔(INTC)$利空英伟达的消息背景下你个垃圾跌幅能超过英伟达？万物利空英特尔？

火力少年王

2021-04-02

$英特尔(INTC)$板块大涨大盘大涨都没你的事情，倒闭算了

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>求求你做个人吧！","text":"$英特尔(INTC)$求求你做个人吧！","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175737901","isVote":1,"tweetType":1,"viewCount":1290,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":175174016,"gmtCreate":1627017677335,"gmtModify":1627017677335,"author":{"id":"3560914169149194","authorId":"3560914169149194","name":"火力少年王","avatar":"https://static.tigerbbs.com/f8f132c45d02836e8adf7f6ad885c241","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"华尔街日常唱空","listText":"华尔街日常唱空","text":"华尔街日常唱空","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/175174016","repostId":"1178083534","repostType":2,"isVote":1,"tweetType":1,"viewCount":1760,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":129497810,"gmtCreate":1624380026830,"gmtModify":1624380026830,"author":{"id":"3560914169149194","authorId":"3560914169149194","name":"火力少年王","avatar":"https://static.tigerbbs.com/f8f132c45d02836e8adf7f6ad885c241","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"没说基于什么架构啊","listText":"没说基于什么架构啊","text":"没说基于什么架构啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/129497810","repostId":"2145887058","repostType":2,"repost":{"id":"2145887058","pubTimestamp":1624339043,"share":"https://www.laohu8.com/m/news/2145887058?lang=&edition=full","pubTime":"2021-06-22 13:17","market":"hk","language":"zh","title":"特斯拉自研超级计算机Dojo！将取代日本“富岳”成全球第一","url":"https://stock-news.laohu8.com/highlight/detail?id=2145887058","media":"创事记","summary":"马斯克即将又要创造一项新的纪录，特斯拉的‘Dojo’即将取代日本的‘富岳’，成为全球最快的超级计算机。作为一家汽车生产商、自动驾驶公司以及电池及储能公司，特斯拉昨天正式宣布要与Intel、AMD以及NIVIDIA厮杀：正式推出了自研的超级计算机群。这套超算平台将要用于特斯拉自动驾驶神经网络的训练。不仅如此，特斯拉表示，不排除给其他公司提供超级计算机集群的可能性。","content":"<html><body><p>\n<figure>\n<img h=\"244\" src=\"http://n.sinaimg.cn/tech/crawl/794/w550h244/20210622/22ae-krwipar0922309.jpg\" w=\"550\"/>\n<h2></h2>\n</figure>\n</p><p><span>欢迎关注“<a href=\"https://laohu8.com/S/SINA\">新浪</a>科技”的微信订阅号：techsina</span></p>\n<p>编辑/Emil，好困</p>\n<p>来源/新智元（AI_era）</p>\n<p>马斯克即将又要创造一项新的纪录，<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>的‘Dojo’即将取代日本的‘富岳’，成为全球最快的超级计算机。 </p>\n<p>作为一家汽车生产商、自动驾驶公司以及电池及储能公司，特斯拉昨天正式宣布要与Intel、<a href=\"https://laohu8.com/S/AMD\">AMD</a>以及NIVIDIA厮杀：正式推出了自研的超级计算机群。</p>\n<p>这套超算平台将要用于特斯拉自动驾驶神经网络的训练。</p>\n<p>显然，网友们对特斯拉用这个超算来训练自动驾驶这件事充满了‘疑惑’。</p>\n<p>‘哇，虽然根本不想问这个残酷的问题：特斯拉的自动驾驶不是在去年就实现了么，为什么还需要这个？’</p>\n<figure>\n<img h=\"160\" src=\"http://n.sinaimg.cn/tech/crawl/710/w550h160/20210622/83da-krwipar0922337.png\" w=\"550\"/>\n<h2></h2>\n</figure>\n<p><strong>特斯拉搞超算做什么？</strong></p>\n<p>在昨天的CVPR自动驾驶工作坊的演讲中，特斯拉的AI带头人，高级工程师Karpathy介绍了特斯拉超级计算机的基本情况。</p>\n<figure>\n<img h=\"310\" src=\"http://n.sinaimg.cn/tech/crawl/60/w550h310/20210622/2c32-krwipar0922358.png\" w=\"550\"/>\n<h2></h2>\n</figure>\n<p>这台计算机群采用了5760个算力为321TFLOPS的<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>A100显卡，组成了720个节点，总算力突破了1.8EFLOPS，10PB的存储空间（读写速度为1.6TBps）。</p>\n<figure>\n<img h=\"309\" src=\"http://n.sinaimg.cn/tech/crawl/59/w550h309/20210622/c409-krwipar0922375.jpg\" w=\"550\"/>\n<h2></h2>\n</figure>\n<p>根据计算能力来看，这台超级计算机排名世界第五。</p>\n<p>不仅如此，特斯拉表示，不排除给其他公司提供超级计算机集群的可能性。</p>\n<p>粉丝看到后非常激动，表示如果特斯拉是第五，那么肯定没有第四。于是后面这位老哥看不下去了：‘富岳：我是第一！’。</p>\n<figure>\n<img h=\"446\" src=\"http://n.sinaimg.cn/tech/crawl/196/w550h446/20210622/134a-krwipar0922392.png\" w=\"550\"/>\n<h2></h2>\n</figure>\n<p>是的，目前排名第一的超算是日本的‘富岳’，在机器学习应用上的算力超频之后是2.15EFLOPS，默频是1.95EFLOPS。</p>\n<figure>\n<img h=\"309\" src=\"http://n.sinaimg.cn/tech/crawl/59/w550h309/20210622/cea2-krwipar0922409.png\" w=\"550\"/>\n<h2></h2>\n</figure>\n<p>与使用显卡的超算不同，‘富岳’使用的是基于ARM架构的A64FX处理器。</p>\n<figure>\n<img h=\"328\" src=\"http://n.sinaimg.cn/tech/crawl/78/w550h328/20210622/9d28-krwipar0922423.png\" w=\"550\"/>\n<h2></h2>\n</figure>\n<p><strong>‘肉’脑驾驶员不行，还是得上‘硅’脑</strong></p>\n<p>Karpathy在演示中强调，特斯拉将坚定不移地将计算机视觉技术作为自动驾驶的核心，并且将自研的超级计算机用于神经网络的研究中去。</p>\n<figure>\n<img h=\"596\" src=\"http://n.sinaimg.cn/tech/transform/75/w1079h596/20210622/a9df-krwipar0932724.gif\" w=\"1079\"/>\n<h2></h2>\n</figure>\n<p>Karpathy列举了‘肉脑’的几大罪证：反应慢（250ms）；需要转头和看后视镜来判断环境；不好好开车，喜欢玩儿手机。</p>\n<p>紧接着就表示，‘硅’脑不仅反应快，而且开车全神贯注，不会时不时地就去刷Ins。</p>\n<div sax-type=\"proxy\"></div><p>以特斯拉的风格，但凡讲到自动驾驶，就一定要怼一下那个又贵又不好用的Lidar。</p>\n<figure>\n<img h=\"269\" src=\"http://n.sinaimg.cn/tech/crawl/19/w550h269/20210622/0112-krwipar0922455.png\" w=\"550\"/>\n<h2></h2>\n</figure>\n<figure>\n<img h=\"268\" src=\"http://n.sinaimg.cn/tech/crawl/18/w550h268/20210622/4941-krwipar0922468.png\" w=\"550\"/>\n<h2></h2>\n</figure>\n<p>毕竟马斯克说了，我们只用纯视觉。</p>\n<figure>\n<img h=\"178\" src=\"http://n.sinaimg.cn/tech/crawl/728/w550h178/20210622/991e-krwipar0922484.png\" w=\"550\"/>\n<h2></h2>\n</figure>\n<p>Karpathy 分享了特斯拉超级计算机如何利用计算机视觉来纠正驾驶员不良行为的一些场景，包括紧急制动、交通参与者监测以及红绿灯识别等等。</p>\n<p>另外在演示中，Karpathy还展示了被称为踏板误用纠正的功能：当车辆检测到前方有行人或者道路变窄的情况时，当驾驶员把油门当做刹车踩下，车辆则不会加速。</p>\n<p>这项功能推出后不知道那些关于特斯拉失控的报道会不会有所减少。</p>\n<figure>\n<img h=\"412\" src=\"http://n.sinaimg.cn/tech/crawl/162/w550h412/20210622/cba2-krwipar0922499.png\" w=\"550\"/>\n<h2></h2>\n</figure>\n<p>经过多年研究，特斯拉团队相信通过监督学习来实现车辆视觉系统对于外界的感知是一个正确的路线。</p>\n<p>目前特斯拉已经有超过100万个大约为10秒钟的视频，并且标注出了视频中60亿个物体的距离、加速度以及速度信息，这些数据量高达1.5PB。</p>\n<figure>\n<img h=\"324\" src=\"http://n.sinaimg.cn/tech/gif_image/164/w640h324/20210622/3d56-krwipar0922515.gif\" w=\"640\"/>\n<h2></h2>\n</figure>\n<p>同时他也强调，要让特斯拉自己的这套自动驾驶AI达到足够的可靠性，还需要更多的时间，这也是为什么特斯拉要自己制造超级计算机的原因。</p>\n<p>这台超级计算机还不是特斯拉的终极目标，根据马斯克的计划，特斯拉未来的Dojo超级计算机算力将要达到每秒钟exaFLOP的级别，也就是百万亿亿次浮点运算。</p>\n<figure>\n<img h=\"288\" src=\"http://n.sinaimg.cn/tech/crawl/38/w550h288/20210622/7a95-krwipar0922539.png\" w=\"550\"/>\n<h2></h2>\n</figure>\n<p>并且运算速度还要超过‘富岳’，成为世界第一。</p>\n<p><strong>Dojo：给AI打造的‘练功房’</strong></p>\n<p>特斯拉在去年的自动驾驶大会上公布了Dojo计划：Dojo将会成为特斯拉用于研发自动驾驶技术的平台。</p>\n<figure>\n<img h=\"348\" src=\"http://n.sinaimg.cn/tech/crawl/98/w550h348/20210622/f375-krwipar0922559.png\" w=\"550\"/>\n<h2></h2>\n</figure>\n<p>在去年的自动驾驶技术日上，马斯克不仅向公众展示了由Jim Keller带队研发出来的FSD芯片（目前算力最高的驾驶辅助芯片之一），而且还宣布了特斯拉未来将会成为一家Robotaxti公司的野心。</p>\n<figure>\n<img h=\"309\" src=\"http://n.sinaimg.cn/tech/crawl/59/w550h309/20210622/d3de-krwipar0922573.png\" w=\"550\"/>\n<h2></h2>\n</figure>\n<p>而Dojo则是特斯拉在自动驾驶之路上一个不可或缺的技术平台。</p>\n<p>Dojo发音源自日语，意为在冥想术或者武术中的‘练功房’。</p>\n<figure>\n<img h=\"385\" src=\"http://n.sinaimg.cn/tech/crawl/135/w550h385/20210622/e394-krwipar0922588.png\" w=\"550\"/>\n<h2></h2>\n</figure>\n<p>未来1.5PB的数据将在这里‘刻苦修炼’。</p>\n<p>在超高算力的支持下，特斯拉将会在视觉感知的自动驾驶技术路线上一路狂奔。</p>\n<figure>\n<img h=\"338\" src=\"http://f.sinaimg.cn/tech/transform/178/w640h338/20210622/22ff-krwipar0929174.gif\" w=\"640\"/>\n<h2></h2>\n</figure>\n<p>马斯克说过，特斯拉就是一系列初创公司的集合，而超级计算机可以看做是我们其中一个初创公司的项目。</p>\n<p><a href=\"https://laohu8.com/S/INTC\">英特尔</a>、AMD这些芯片大佬们没想到，居然从汽车圈里突然跑出来一个如此强大的对手。</p>\n<div>\n<img src=\"http://n.sinaimg.cn/default/2fb77759/20151125/320X320.png\"/>\n</div>\n</body></html>","source":"sina_tech","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>特斯拉自研超级计算机Dojo！将取代日本“富岳”成全球第一</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特斯拉自研超级计算机Dojo！将取代日本“富岳”成全球第一\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-06-22 13:17 北京时间&nbsp;&nbsp;&nbsp;<a href=http://tech.sina.cn/csj/2021-06-22/doc-ikqcfnca2512202.d.html?vt=4><strong>创事记</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>欢迎关注“新浪科技”的微信订阅号：techsina\n编辑/Emil，好困\n来源/新智元（AI_era）\n马斯克即将又要创造一项新的纪录，特斯拉的‘Dojo’即将取代日本的‘富岳’，成为全球最快的超级计算机。 \n作为一家汽车生产商、自动驾驶公司以及电池及储能公司，特斯拉昨天正式宣布要与Intel、AMD以及NIVIDIA厮杀：正式推出了自研的超级计算机群。\n这套超算平台将要用于特斯拉自动驾驶神经网络...</p>\n\n<a href=\"http://tech.sina.cn/csj/2021-06-22/doc-ikqcfnca2512202.d.html?vt=4\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://k.sinaimg.cn/n/tech/transform/140/w630h310/20210622/e1de-krwipar0938687.png/w120h90l50t113a.jpg","relate_stocks":{"TSLA":"特斯拉"},"source_url":"http://tech.sina.cn/csj/2021-06-22/doc-ikqcfnca2512202.d.html?vt=4","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2145887058","content_text":"欢迎关注“新浪科技”的微信订阅号：techsina\n编辑/Emil，好困\n来源/新智元（AI_era）\n马斯克即将又要创造一项新的纪录，特斯拉的‘Dojo’即将取代日本的‘富岳’，成为全球最快的超级计算机。 \n作为一家汽车生产商、自动驾驶公司以及电池及储能公司，特斯拉昨天正式宣布要与Intel、AMD以及NIVIDIA厮杀：正式推出了自研的超级计算机群。\n这套超算平台将要用于特斯拉自动驾驶神经网络的训练。\n显然，网友们对特斯拉用这个超算来训练自动驾驶这件事充满了‘疑惑’。\n‘哇，虽然根本不想问这个残酷的问题：特斯拉的自动驾驶不是在去年就实现了么，为什么还需要这个？’\n\n\n\n\n特斯拉搞超算做什么？\n在昨天的CVPR自动驾驶工作坊的演讲中，特斯拉的AI带头人，高级工程师Karpathy介绍了特斯拉超级计算机的基本情况。\n\n\n\n\n这台计算机群采用了5760个算力为321TFLOPS的英伟达A100显卡，组成了720个节点，总算力突破了1.8EFLOPS，10PB的存储空间（读写速度为1.6TBps）。\n\n\n\n\n根据计算能力来看，这台超级计算机排名世界第五。\n不仅如此，特斯拉表示，不排除给其他公司提供超级计算机集群的可能性。\n粉丝看到后非常激动，表示如果特斯拉是第五，那么肯定没有第四。于是后面这位老哥看不下去了：‘富岳：我是第一！’。\n\n\n\n\n是的，目前排名第一的超算是日本的‘富岳’，在机器学习应用上的算力超频之后是2.15EFLOPS，默频是1.95EFLOPS。\n\n\n\n\n与使用显卡的超算不同，‘富岳’使用的是基于ARM架构的A64FX处理器。\n\n\n\n\n‘肉’脑驾驶员不行，还是得上‘硅’脑\nKarpathy在演示中强调，特斯拉将坚定不移地将计算机视觉技术作为自动驾驶的核心，并且将自研的超级计算机用于神经网络的研究中去。\n\n\n\n\nKarpathy列举了‘肉脑’的几大罪证：反应慢（250ms）；需要转头和看后视镜来判断环境；不好好开车，喜欢玩儿手机。\n紧接着就表示，‘硅’脑不仅反应快，而且开车全神贯注，不会时不时地就去刷Ins。\n以特斯拉的风格，但凡讲到自动驾驶，就一定要怼一下那个又贵又不好用的Lidar。\n\n\n\n\n\n\n\n\n毕竟马斯克说了，我们只用纯视觉。\n\n\n\n\nKarpathy 分享了特斯拉超级计算机如何利用计算机视觉来纠正驾驶员不良行为的一些场景，包括紧急制动、交通参与者监测以及红绿灯识别等等。\n另外在演示中，Karpathy还展示了被称为踏板误用纠正的功能：当车辆检测到前方有行人或者道路变窄的情况时，当驾驶员把油门当做刹车踩下，车辆则不会加速。\n这项功能推出后不知道那些关于特斯拉失控的报道会不会有所减少。\n\n\n\n\n经过多年研究，特斯拉团队相信通过监督学习来实现车辆视觉系统对于外界的感知是一个正确的路线。\n目前特斯拉已经有超过100万个大约为10秒钟的视频，并且标注出了视频中60亿个物体的距离、加速度以及速度信息，这些数据量高达1.5PB。\n\n\n\n\n同时他也强调，要让特斯拉自己的这套自动驾驶AI达到足够的可靠性，还需要更多的时间，这也是为什么特斯拉要自己制造超级计算机的原因。\n这台超级计算机还不是特斯拉的终极目标，根据马斯克的计划，特斯拉未来的Dojo超级计算机算力将要达到每秒钟exaFLOP的级别，也就是百万亿亿次浮点运算。\n\n\n\n\n并且运算速度还要超过‘富岳’，成为世界第一。\nDojo：给AI打造的‘练功房’\n特斯拉在去年的自动驾驶大会上公布了Dojo计划：Dojo将会成为特斯拉用于研发自动驾驶技术的平台。\n\n\n\n\n在去年的自动驾驶技术日上，马斯克不仅向公众展示了由Jim Keller带队研发出来的FSD芯片（目前算力最高的驾驶辅助芯片之一），而且还宣布了特斯拉未来将会成为一家Robotaxti公司的野心。\n\n\n\n\n而Dojo则是特斯拉在自动驾驶之路上一个不可或缺的技术平台。\nDojo发音源自日语，意为在冥想术或者武术中的‘练功房’。\n\n\n\n\n未来1.5PB的数据将在这里‘刻苦修炼’。\n在超高算力的支持下，特斯拉将会在视觉感知的自动驾驶技术路线上一路狂奔。\n\n\n\n\n马斯克说过，特斯拉就是一系列初创公司的集合，而超级计算机可以看做是我们其中一个初创公司的项目。\n英特尔、AMD这些芯片大佬们没想到，居然从汽车圈里突然跑出来一个如此强大的对手。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1557,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":162066541,"gmtCreate":1624027953283,"gmtModify":1624030099625,"author":{"id":"3560914169149194","authorId":"3560914169149194","name":"火力少年王","avatar":"https://static.tigerbbs.com/f8f132c45d02836e8adf7f6ad885c241","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>垃圾就是垃圾，芯片股普涨他不涨，芯片股普跌他带头","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>垃圾就是垃圾，芯片股普涨他不涨，芯片股普跌他带头","text":"$英特尔(INTC)$垃圾就是垃圾，芯片股普涨他不涨，芯片股普跌他带头","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/162066541","isVote":1,"tweetType":1,"viewCount":1775,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":166818151,"gmtCreate":1624001415473,"gmtModify":1624001415473,"author":{"id":"3560914169149194","authorId":"3560914169149194","name":"火力少年王","avatar":"https://static.tigerbbs.com/f8f132c45d02836e8adf7f6ad885c241","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>你真是永远的神，这么大利好消息，盘面刚上穿布林下轨？还是平走硬生生把布林轨熬下来做到的，你是真的nb","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>你真是永远的神，这么大利好消息，盘面刚上穿布林下轨？还是平走硬生生把布林轨熬下来做到的，你是真的nb","text":"$英特尔(INTC)$你真是永远的神，这么大利好消息，盘面刚上穿布林下轨？还是平走硬生生把布林轨熬下来做到的，你是真的nb","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/166818151","isVote":1,"tweetType":1,"viewCount":2320,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3542697411228935","authorId":"3542697411228935","name":"T20211216001","avatar":"https://static.tigerbbs.com/6fe204d6ca7e4a64ba03a47026152b37","crmLevel":6,"crmLevelSwitch":0},"content":"我觉得得再次击穿下轨才能拉一波，还在等机会，股是好股，但是市场不认可","text":"我觉得得再次击穿下轨才能拉一波，还在等机会，股是好股，但是市场不认可","html":"我觉得得再次击穿下轨才能拉一波，还在等机会，股是好股，但是市场不认可"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":168975536,"gmtCreate":1623948430525,"gmtModify":1623981067640,"author":{"id":"3560914169149194","authorId":"3560914169149194","name":"火力少年王","avatar":"https://static.tigerbbs.com/f8f132c45d02836e8adf7f6ad885c241","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这个垃圾股好像马上就要破产清算了一样，下跌他最欢，上涨总不见","listText":"这个垃圾股好像马上就要破产清算了一样，下跌他最欢，上涨总不见","text":"这个垃圾股好像马上就要破产清算了一样，下跌他最欢，上涨总不见","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/168975536","repostId":"168086654","repostType":1,"repost":{"id":168086654,"gmtCreate":1623943975678,"gmtModify":1623943975678,"author":{"id":"3480314769640686","authorId":"3480314769640686","name":"春秋投资","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>美国人不好看自己的国粹，不爱国呀","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>美国人不好看自己的国粹，不爱国呀","text":"$英特尔(INTC)$美国人不好看自己的国粹，不爱国呀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/168086654","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1311,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":168976590,"gmtCreate":1623948343110,"gmtModify":1623948343110,"author":{"id":"3560914169149194","authorId":"3560914169149194","name":"火力少年王","avatar":"https://static.tigerbbs.com/f8f132c45d02836e8adf7f6ad885c241","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>Intel跟跌不跟涨，是明天就要倒闭了吗？","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>Intel跟跌不跟涨，是明天就要倒闭了吗？","text":"$英特尔(INTC)$Intel跟跌不跟涨，是明天就要倒闭了吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/168976590","isVote":1,"tweetType":1,"viewCount":510,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":198019400,"gmtCreate":1620913471200,"gmtModify":1620913471200,"author":{"id":"3560914169149194","authorId":"3560914169149194","name":"火力少年王","avatar":"https://static.tigerbbs.com/f8f132c45d02836e8adf7f6ad885c241","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>垃圾王，大盘都拉不动你啊，跟跌不跟涨","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>垃圾王，大盘都拉不动你啊，跟跌不跟涨","text":"$英特尔(INTC)$垃圾王，大盘都拉不动你啊，跟跌不跟涨","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/198019400","isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":108612382,"gmtCreate":1620017885746,"gmtModify":1620017885746,"author":{"id":"3560914169149194","authorId":"3560914169149194","name":"火力少年王","avatar":"https://static.tigerbbs.com/f8f132c45d02836e8adf7f6ad885c241","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这不是悲观，是对本公司的乐观，意思是不用担心英特尔的代工厂没有订单，反而是供不应求","listText":"这不是悲观，是对本公司的乐观，意思是不用担心英特尔的代工厂没有订单，反而是供不应求","text":"这不是悲观，是对本公司的乐观，意思是不用担心英特尔的代工厂没有订单，反而是供不应求","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/108612382","repostId":"2132596060","repostType":2,"repost":{"id":"2132596060","pubTimestamp":1620011513,"share":"https://www.laohu8.com/m/news/2132596060?lang=&edition=full","pubTime":"2021-05-03 11:11","market":"hk","language":"zh","title":"英特尔CEO态度悲观：全球芯片荒预计将持续数年","url":"https://stock-news.laohu8.com/highlight/detail?id=2132596060","media":"华尔街见闻","summary":"英特尔CEO表示，供应紧张可能至少要几个月才仅能有所缓解，而要使得“业务各个方面都能赶上不断增长的需求”，则还需要几年的时间。","content":"<p><a href=\"https://laohu8.com/S/INTC\">英特尔</a>新任CEO Pat Gelsinger对全球未来芯片供应前景表示悲观，认为芯片荒预计将持续数年。</p>\n<p>他在接受CBS采访时表示，公司正在改造部分工厂以增加芯片产量，但即便如此，供应紧张可能至少要几个月才仅能有所缓解。而要使得“业务各个方面都能赶上不断增长的需求”，则还需要几年的时间。</p>\n<p>据CBS，多地公司表示，<b>预计由于物流积压和芯片短缺造成的供应链约束，将蔓延到2021年大部分时间，供应短缺可能要到今年底或2022年初才能得到缓解。</b></p>\n<p>这一情势严重影响着许多科技公司和汽车制造商的生产进程，它们被迫削减产量，营收也因此下滑。</p>\n<p>福特此前预计，2021年全年，将因芯片问题减产汽车约110万辆。捷豹路虎汽车公司、沃尔沃和三菱汽车最近也有许多工厂生产陷入停滞。此外，苹果公司警告称，供应紧张正在影响iPad和Mac电脑销售。</p>\n<p>目前，<a href=\"https://laohu8.com/S/TSM\">台积电</a>董事长刘德音(Mark Liu)告诉CBS，其公司正试图为汽车公司“挤出”尽可能多的芯片，预计“可以在6月底前满足客户的最低需求”。、</p>\n<p>但他补充称，“这是有时间差的”，“特别是在汽车芯片领域，供应链既长又复杂”。</p>","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>英特尔CEO态度悲观：全球芯片荒预计将持续数年</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; 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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英特尔CEO态度悲观：全球芯片荒预计将持续数年\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-05-03 11:11 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3629554><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英特尔新任CEO Pat Gelsinger对全球未来芯片供应前景表示悲观，认为芯片荒预计将持续数年。\n他在接受CBS采访时表示，公司正在改造部分工厂以增加芯片产量，但即便如此，供应紧张可能至少要几个月才仅能有所缓解。而要使得“业务各个方面都能赶上不断增长的需求”，则还需要几年的时间。\n据CBS，多地公司表示，预计由于物流积压和芯片短缺造成的供应链约束，将蔓延到2021年大部分时间，供应短缺可能要...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3629554\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","relate_stocks":{"159813":"芯片","INTC":"英特尔","03086":"华夏纳指","09086":"华夏纳指-U"},"source_url":"https://wallstreetcn.com/articles/3629554","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2132596060","content_text":"英特尔新任CEO Pat Gelsinger对全球未来芯片供应前景表示悲观，认为芯片荒预计将持续数年。\n他在接受CBS采访时表示，公司正在改造部分工厂以增加芯片产量，但即便如此，供应紧张可能至少要几个月才仅能有所缓解。而要使得“业务各个方面都能赶上不断增长的需求”，则还需要几年的时间。\n据CBS，多地公司表示，预计由于物流积压和芯片短缺造成的供应链约束，将蔓延到2021年大部分时间，供应短缺可能要到今年底或2022年初才能得到缓解。\n这一情势严重影响着许多科技公司和汽车制造商的生产进程，它们被迫削减产量，营收也因此下滑。\n福特此前预计，2021年全年，将因芯片问题减产汽车约110万辆。捷豹路虎汽车公司、沃尔沃和三菱汽车最近也有许多工厂生产陷入停滞。此外，苹果公司警告称，供应紧张正在影响iPad和Mac电脑销售。\n目前，台积电董事长刘德音(Mark Liu)告诉CBS，其公司正试图为汽车公司“挤出”尽可能多的芯片，预计“可以在6月底前满足客户的最低需求”。、\n但他补充称，“这是有时间差的”，“特别是在汽车芯片领域，供应链既长又复杂”。","news_type":1},"isVote":1,"tweetType":1,"viewCount":597,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":109583605,"gmtCreate":1619704972407,"gmtModify":1619704972407,"author":{"id":"3560914169149194","authorId":"3560914169149194","name":"火力少年王","avatar":"https://static.tigerbbs.com/f8f132c45d02836e8adf7f6ad885c241","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"ibm利润同比下降4%却跳空高开，呵呵","listText":"ibm利润同比下降4%却跳空高开，呵呵","text":"ibm利润同比下降4%却跳空高开，呵呵","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/109583605","repostId":"1146541007","repostType":2,"repost":{"id":"1146541007","pubTimestamp":1619660700,"share":"https://www.laohu8.com/m/news/1146541007?lang=&edition=full","pubTime":"2021-04-29 09:45","market":"us","language":"en","title":"5 Reasons to Avoid Intel After Its Q1 Earnings Report","url":"https://stock-news.laohu8.com/highlight/detail?id=1146541007","media":"Motley Fool","summary":"The world's top PC and data center CPU maker is losing its edge.\nIntel's stock recently tumbled afte","content":"<p>The world's top PC and data center CPU maker is losing its edge.</p>\n<p><b>Intel</b>'s&nbsp;stock recently tumbled after the chipmaker posted its first-quarter earnings. Its revenue fell 1% year over year to $19.7 billion, but still beat estimates by $1.75 billion.</p>\n<p>Its&nbsp;non-GAAP&nbsp;net income declined 6% to $5.7 billion. Its non-GAAP earnings per share, buoyed by buybacks, dipped 1% to $1.39 and cleared expectations by $0.25. Those numbers exclude its NAND business, which will be sold to&nbsp;<b>SK Hynix</b>, and other one-time items.</p>\n<p>Intel expects its revenue and non-GAAP earnings to decline 10% and 15% year over year, respectively, in the second quarter. Analysts had expected its revenue and earnings to fall 9% and 19%, respectively.</p>\n<p>For the full year, Intel expects its GAAP revenue to dip 1% to $77 billion, and for its non-GAAP revenue to drop 7% to $72.5 billion, which misses the consensus forecast of $72.8 billion. It expects its non-GAAP EPS to decline 13%, compared to gloomier forecasts for a 19% decline.</p>\n<p>Intel's first-quarter growth cleared Wall Street's low bar, but its mixed guidance indicated its troubles would persist throughout the year. Intel's stock might look cheap at 13 times forward earnings with a decent forward yield of 2.4%, but it's still not worth buying for five simple reasons.</p>\n<p><b>1. PC sales will decelerate after the pandemic ends</b></p>\n<p>Intel's Client Computing Group (CCG) revenue rose 8% year over year to $10.6 billion during the quarter as it sold more CPUs for PCs. Its total PC unit volumes increased 38% year over year, with a 54% jump in notebook volumes offsetting a 4% decline in desktop volumes.</p>\n<p>However, PC sales mainly rose because the pandemic caused more people to buy new systems for remote work, online education, and gaming. That tailwind&nbsp;should fade&nbsp;after the pandemic ends.</p>\n<p><b>2. It could lose more market share to AMD</b></p>\n<p>Intel's ongoingchip shortage, which started in 2018 and hasn't been resolved yet, caused many PC makers to buy more chips from its fabless rival&nbsp;<b>AMD</b>&nbsp;(NASDAQ:AMD), which outsources its chip production to&nbsp;<b>Taiwan Semiconductor Manufacturing</b>&nbsp;(NYSE:TSM)&nbsp;instead of manufacturing its chips internally.</p>\n<p>As a result, Intel ceded the desktop and notebook CPU markets to AMD over the past three years.</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8bab2b21309a9664da8b9d5d003dd857\" tg-width=\"1151\" tg-height=\"429\"><span>DATA SOURCE: PASSMARK SOFTWARE.</span></p>\n<p>Those declines could continue for the foreseeable future as the pandemic-related tailwinds dissipate and AMD moves further ahead in the \"process race\" to create smaller and more powerful chips with TSMC.</p>\n<p><b>3. Existential threats in the data center market</b></p>\n<p>Cloud capex soared across the world over the past year as data centers upgraded their hardware to cope with more online activities throughout the pandemic.</p>\n<p>For example, the three largest hyper-cloud companies --<b>Amazon</b>,<b>Microsoft</b>, and&nbsp;<b>Alphabet</b>'s Google -- collectively boosted their capex 32% in 2020. That increased spending should be good news for Intel, which holds a near-monopoly in data center CPUs.</p>\n<p>Yet Intel's data center group (DCG) revenue declined 20% year over year to $5.6 billion during the first quarter. It blamed that contraction on a \"challenging\" comparison to its 43% growth a year ago, which benefited from upgrades across the&nbsp;cloud, enterprise, government, and communication sectors.</p>\n<p>But those challenging comparisons could persist throughout 2021 as cloud and data center customers prioritize purchases of other chips, such as&nbsp;<b>NVIDIA</b>'s&nbsp;(NASDAQ:NVDA)&nbsp;high-end GPUs for crunching AI tasks, over Intel's flagship Xeon CPUs. NVIDIA's recent launch of its own&nbsp;data center CPU&nbsp;and its planned&nbsp;takeover of Arm&nbsp;could exacerbate that pressure.</p>\n<p>4. Unclear plans for its own foundry</p>\n<p>To resolve its ongoing production issues, Intel will outsource the production of some of its chips to TSMC. But it also plans to accept third-party chip orders at its new Intel Foundry Services division.</p>\n<p>This strategy contradicts itself. Intel still needs TSMC to produce some of its new chips because of&nbsp;the limitations of its existing foundries, yet it's building new plants to manufacture chips for other fabless chipmakers.</p>\n<p>In other words, Intel would still be temporarily dependent on TSMC, which remains ahead in the process race, while trying to compete against TSMC and<b>Samsung</b>for orders of less advanced chips. The foundry services business will also likely generate lower-margin revenue than its CCG and DCG businesses.</p>\n<p><b>5. Gross margin pressure and reduced buybacks</b></p>\n<p>Lastly, Intel's adjusted gross margin -- which dropped 6.1 percentage points year over year to 58.4% during the first quarter -- could remain under pressure as its PC sales decelerate, its data center sales decline, and it expands its lower-margin foundry services business.</p>\n<p>Intel also plans to reduce its buybacks to conserve more cash for its expansion efforts. That's a necessary measure, but it will throttle its EPS growth as its gross and operating margins contract.</p>\n<p><b>The bottom line</b></p>\n<p>Intel isn't doomed yet, but it's falling behind better-run chipmakers like AMD, NVIDIA, and TSMC. Intel's new CEO Pat Gelsinger claims 2021 will be a \"pivotal year\" for the company -- but I'd like to see it actually pivot before I can consider it a worthy investment.</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>5 Reasons to Avoid Intel After Its Q1 Earnings Report</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\">\n5 Reasons to Avoid Intel After Its Q1 Earnings Report\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-04-29 09:45 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://www.fool.com/investing/2021/04/28/5-reasons-to-avoid-intel-after-q1-earnings-report/><strong>Motley Fool</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>The world's top PC and data center CPU maker is losing its edge.\nIntel's stock recently tumbled after the chipmaker posted its first-quarter earnings. Its revenue fell 1% year over year to $19.7 ...</p>\n\n<a href=\"https://www.fool.com/investing/2021/04/28/5-reasons-to-avoid-intel-after-q1-earnings-report/\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"INTC":"英特尔"},"source_url":"https://www.fool.com/investing/2021/04/28/5-reasons-to-avoid-intel-after-q1-earnings-report/","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1146541007","content_text":"The world's top PC and data center CPU maker is losing its edge.\nIntel's stock recently tumbled after the chipmaker posted its first-quarter earnings. Its revenue fell 1% year over year to $19.7 billion, but still beat estimates by $1.75 billion.\nIts non-GAAP net income declined 6% to $5.7 billion. Its non-GAAP earnings per share, buoyed by buybacks, dipped 1% to $1.39 and cleared expectations by $0.25. Those numbers exclude its NAND business, which will be sold to SK Hynix, and other one-time items.\nIntel expects its revenue and non-GAAP earnings to decline 10% and 15% year over year, respectively, in the second quarter. Analysts had expected its revenue and earnings to fall 9% and 19%, respectively.\nFor the full year, Intel expects its GAAP revenue to dip 1% to $77 billion, and for its non-GAAP revenue to drop 7% to $72.5 billion, which misses the consensus forecast of $72.8 billion. It expects its non-GAAP EPS to decline 13%, compared to gloomier forecasts for a 19% decline.\nIntel's first-quarter growth cleared Wall Street's low bar, but its mixed guidance indicated its troubles would persist throughout the year. Intel's stock might look cheap at 13 times forward earnings with a decent forward yield of 2.4%, but it's still not worth buying for five simple reasons.\n1. PC sales will decelerate after the pandemic ends\nIntel's Client Computing Group (CCG) revenue rose 8% year over year to $10.6 billion during the quarter as it sold more CPUs for PCs. Its total PC unit volumes increased 38% year over year, with a 54% jump in notebook volumes offsetting a 4% decline in desktop volumes.\nHowever, PC sales mainly rose because the pandemic caused more people to buy new systems for remote work, online education, and gaming. That tailwind should fade after the pandemic ends.\n2. It could lose more market share to AMD\nIntel's ongoingchip shortage, which started in 2018 and hasn't been resolved yet, caused many PC makers to buy more chips from its fabless rival AMD (NASDAQ:AMD), which outsources its chip production to Taiwan Semiconductor Manufacturing (NYSE:TSM) instead of manufacturing its chips internally.\nAs a result, Intel ceded the desktop and notebook CPU markets to AMD over the past three years.\nDATA SOURCE: PASSMARK SOFTWARE.\nThose declines could continue for the foreseeable future as the pandemic-related tailwinds dissipate and AMD moves further ahead in the \"process race\" to create smaller and more powerful chips with TSMC.\n3. Existential threats in the data center market\nCloud capex soared across the world over the past year as data centers upgraded their hardware to cope with more online activities throughout the pandemic.\nFor example, the three largest hyper-cloud companies --Amazon,Microsoft, and Alphabet's Google -- collectively boosted their capex 32% in 2020. That increased spending should be good news for Intel, which holds a near-monopoly in data center CPUs.\nYet Intel's data center group (DCG) revenue declined 20% year over year to $5.6 billion during the first quarter. It blamed that contraction on a \"challenging\" comparison to its 43% growth a year ago, which benefited from upgrades across the cloud, enterprise, government, and communication sectors.\nBut those challenging comparisons could persist throughout 2021 as cloud and data center customers prioritize purchases of other chips, such as NVIDIA's (NASDAQ:NVDA) high-end GPUs for crunching AI tasks, over Intel's flagship Xeon CPUs. NVIDIA's recent launch of its own data center CPU and its planned takeover of Arm could exacerbate that pressure.\n4. Unclear plans for its own foundry\nTo resolve its ongoing production issues, Intel will outsource the production of some of its chips to TSMC. But it also plans to accept third-party chip orders at its new Intel Foundry Services division.\nThis strategy contradicts itself. Intel still needs TSMC to produce some of its new chips because of the limitations of its existing foundries, yet it's building new plants to manufacture chips for other fabless chipmakers.\nIn other words, Intel would still be temporarily dependent on TSMC, which remains ahead in the process race, while trying to compete against TSMC andSamsungfor orders of less advanced chips. The foundry services business will also likely generate lower-margin revenue than its CCG and DCG businesses.\n5. Gross margin pressure and reduced buybacks\nLastly, Intel's adjusted gross margin -- which dropped 6.1 percentage points year over year to 58.4% during the first quarter -- could remain under pressure as its PC sales decelerate, its data center sales decline, and it expands its lower-margin foundry services business.\nIntel also plans to reduce its buybacks to conserve more cash for its expansion efforts. That's a necessary measure, but it will throttle its EPS growth as its gross and operating margins contract.\nThe bottom line\nIntel isn't doomed yet, but it's falling behind better-run chipmakers like AMD, NVIDIA, and TSMC. Intel's new CEO Pat Gelsinger claims 2021 will be a \"pivotal year\" for the company -- but I'd like to see it actually pivot before I can consider it a worthy investment.","news_type":1},"isVote":1,"tweetType":1,"viewCount":727,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":100303340,"gmtCreate":1619577796780,"gmtModify":1619577796780,"author":{"id":"3560914169149194","authorId":"3560914169149194","name":"火力少年王","avatar":"https://static.tigerbbs.com/f8f132c45d02836e8adf7f6ad885c241","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>这帮机构，想压制股价就拼命找财报的缺点并无限放大，ibm财报真比英特尔好吗？人家能跳空高开，英特尔大幅低开。","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>这帮机构，想压制股价就拼命找财报的缺点并无限放大，ibm财报真比英特尔好吗？人家能跳空高开，英特尔大幅低开。","text":"$英特尔(INTC)$这帮机构，想压制股价就拼命找财报的缺点并无限放大，ibm财报真比英特尔好吗？人家能跳空高开，英特尔大幅低开。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/100303340","isVote":1,"tweetType":1,"viewCount":1059,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377519760,"gmtCreate":1619534895750,"gmtModify":1619534895750,"author":{"id":"3560914169149194","authorId":"3560914169149194","name":"火力少年王","avatar":"https://static.tigerbbs.com/f8f132c45d02836e8adf7f6ad885c241","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/IBM\">$IBM(IBM)$</a>真好，远离了他的垃圾兄弟英特尔","listText":"<a href=\"https://laohu8.com/S/IBM\">$IBM(IBM)$</a>真好，远离了他的垃圾兄弟英特尔","text":"$IBM(IBM)$真好，远离了他的垃圾兄弟英特尔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377519760","isVote":1,"tweetType":1,"viewCount":1238,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":372132993,"gmtCreate":1619185151312,"gmtModify":1619185151312,"author":{"id":"3560914169149194","authorId":"3560914169149194","name":"火力少年王","avatar":"https://static.tigerbbs.com/f8f132c45d02836e8adf7f6ad885c241","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>昨天的收盘价体现的是远不及去年同期利润的预期价格，公布的利润比预期高竟然还能下跌，难道他在公布前大涨了吗？没有吧。真是万事利空英特尔","listText":"<a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>昨天的收盘价体现的是远不及去年同期利润的预期价格，公布的利润比预期高竟然还能下跌，难道他在公布前大涨了吗？没有吧。真是万事利空英特尔","text":"$英特尔(INTC)$昨天的收盘价体现的是远不及去年同期利润的预期价格，公布的利润比预期高竟然还能下跌，难道他在公布前大涨了吗？没有吧。真是万事利空英特尔","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/372132993","isVote":1,"tweetType":1,"viewCount":1921,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3569133844444307","authorId":"3569133844444307","name":"JokEyBecky","avatar":"https://static.tigerbbs.com/7d5216bd5ba318665e4aa1f56db5581f","crmLevel":1,"crmLevelSwitch":0},"content":"那是因为英特尔1月份自己调低了自己的盈利预期[惊讶]","text":"那是因为英特尔1月份自己调低了自己的盈利预期[惊讶]","html":"那是因为英特尔1月份自己调低了自己的盈利预期[惊讶]"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":376679989,"gmtCreate":1619121987041,"gmtModify":1619121987041,"author":{"id":"3560914169149194","authorId":"3560914169149194","name":"火力少年王","avatar":"https://static.tigerbbs.com/f8f132c45d02836e8adf7f6ad885c241","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"<a 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