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虚怀若谷的特鲁曼
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虚怀若谷的特鲁曼
2021-06-26
$每日优鲜(MF)$
中了一百多股,亏大了,这样叮咚买菜还有人申购吗?
虚怀若谷的特鲁曼
2021-06-30
$奈雪的茶(02150)$
手速快,网速快,跑得快[得意]
虚怀若谷的特鲁曼
2021-07-02
$药明巨诺-B(02126)$
抄底,亏钱了,什么时候能上来?
虚怀若谷的特鲁曼
2021-06-29
$奈雪的茶(02150)$
以后的新股还能打吗?看着那新发行的一堆,不敢动了,赚钱不容易呀
虚怀若谷的特鲁曼
2021-06-17
$容联云(RAAS)$
现在可以买了吧,上20没问题的。
虚怀若谷的特鲁曼
2022-03-15
$锦欣生殖(01951)$
目前上面出来一个文件,针对上市的营利性医疗机构,需要今天前反馈3个问题:1:上市融资是否符合健康产业发展的政策导向 2:营利性医疗机构上市融资是否会在行业内产生不良示范效应 3:营利性医疗机构上市融资是否会导致社会资本再医疗领域无须扩张。 据此消息,港股海吉亚医疗、A股通策医疗、爱尔眼科,锦欣生殖纷纷暴跌。
虚怀若谷的特鲁曼
2021-12-24
$药明巨诺-B(02126)$
跑了,20多买12补仓
虚怀若谷的特鲁曼
2021-03-10
$贝康医疗-B(02170)$
23进的以为抄到了底,结果还是半山腰
虚怀若谷的特鲁曼
2021-06-10
$高途(GOTU)$
谢谢庄家,最后一天抓住最后的机会终于赚钱跑了
虚怀若谷的特鲁曼
2021-07-04
$滴滴(DIDI)$
对不起,不敢跟你一生一世了。
虚怀若谷的特鲁曼
2021-06-25
$石四药集团(02005)$
总是出人意料,买了两年了
虚怀若谷的特鲁曼
2021-06-21
$容联云(RAAS)$
以为是个底,结果又是半山腰几时回十块?
虚怀若谷的特鲁曼
2022-11-04
$小鹏汽车(XPEV)$
还要跌
虚怀若谷的特鲁曼
2021-12-07
$微盟集团(02013)$
扶不起的阿斗高开低走,一路向下,目标五块
虚怀若谷的特鲁曼
2021-09-14
$药明巨诺-B(02126)$
惨了
虚怀若谷的特鲁曼
2021-07-27
$药明巨诺-B(02126)$
亏得我没有脾气了,大家可以抄底一下
虚怀若谷的特鲁曼
2021-06-10
$中粮家佳康(01610)$
什么鸟股票,天天跌,不是有大行看好吗?老虎app上显示6.4号分红,又不见进帐,这软件也有问题
虚怀若谷的特鲁曼
2022-11-04
$小鹏汽车(XPEV)$
虚怀若谷的特鲁曼
2022-01-21
$朝云集团(06601)$
掉的差不多了吧
虚怀若谷的特鲁曼
2022-01-06
$掌门教育(ZME)$
这个掌门是岳不群,练了辟邪剑谱,没法雄起了
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/002594\">比亚迪</a>和小米等中国企业的高管会面。</p><p>但事非人愿,新浪科技报道,“英伟达CEO黄仁勋在成功结束台北国际计算机展(Computex)之行后,目前已经返回美国。”</p><p>虽然中国大陆之行未成,但黄仁勋与英伟达离不开中国市场,不仅是因为中国市场在其营收中占到了一半江山,还因为中国科技行业的巨大潜力,无论是AI、游戏,还是自动驾驶。</p><p>但目前,英伟达的竞争对手们也在跟上,不仅是<a href=\"https://laohu8.com/S/BRCM\">博通</a>和<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>,许多国内企业也已经在想算力的“第二套方案”。大厂的自研芯片昆仑芯、含光800、升腾910芯片等已分别用在了文心一言、通义大模型、盘古大模型之中。</p><p>对此,黄仁勋已经有了“危机感”,访华或许只是时间问题。</p><h2>01 黄仁勋来了,又走了</h2><p>上周,黄仁勋去到了中国台湾。</p><p>他拎着麻花逛了台北的夜市,穿着学位服去到了台湾大学演讲。在台北国际计算机展那天(5月29日),他用两个小时发布了多款英伟达的新品,又马不停蹄地赶到联发科发布会的现场,与联发科CEO蔡力行共同宣布两家公司将一同开发车用SoC芯片(<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>座舱芯片)。</p><p style=\"text-align: justify;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb738d8c44ad618bd7decd357985a257\" alt=\"黄仁勋在台湾大学演讲 图片来源:网络\" title=\"黄仁勋在台湾大学演讲 图片来源:网络\" tg-width=\"1024\" tg-height=\"564\"/><span>黄仁勋在台湾大学演讲 图片来源:网络</span></p><p>当然,黄仁勋也没有忘记见老伙伴。</p><p>他在6月1日与台积电创始人张忠谋会面,并与张忠谋夫妇共进晚餐。双方合作了二十余年,台积电一直是英伟达的核心芯片代工方。</p><p>到了6月2日这天,黄仁勋又去与<a href=\"https://laohu8.com/S/HHPD.UK\">鸿海集团</a>董事长刘扬伟见了面。双方会谈的内容不对外公开,不过此前刘扬伟曾表示,鸿海正在与英伟达合作进行自动驾驶技术研发。</p><p>黄仁勋在中国台湾一举一动都在受到关注,对于他之后的行程,也是众说纷纭。据新浪科技报道,目前他已返回美国。</p><p>此前有消息称,6月5日黄仁勋将在北京会见政府官员,会谈开立新的中国GPU研发分部;将在6月6日到达上海,行程包括腾讯、字节跳动、理想汽车、比亚迪和小米等公司。</p><p>事实证明,上述消息不实。但对于他可能的到访,显然是一件令行业内外期待的事情。</p><p>正如互联网时代的<a href=\"https://laohu8.com/S/MSFT\">微软</a>、移动互联网时代下的<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、新能源时代的<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>,黄仁勋执掌的英伟达正在成为AI时代中的“新王”。</p><p>在上周,英伟达市值一度超过了万亿美元,约为<a href=\"https://laohu8.com/S/INTC\">英特尔</a>、<a href=\"https://laohu8.com/S/QCOM\">高通</a>市值的8倍,台积电的2倍,成为当时市值最高的芯片公司。即便随后有所下跌,但也与Alphabet Inc、<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>、苹果、微软等巨头站在同一梯队。</p><p>仅仅是今年,英伟达的股价涨幅就达到了160%。截至6月6日美股收盘,英伟达股价报386.54美元/股,市值为9548亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/48b2d288c093f51ae884790144181284\" tg-width=\"560\" tg-height=\"240\"/></p><p>成为新王,英伟达是赶上了全球AI的大浪潮。</p><p>在当前,无论是AI大语言模型,还是AIGC,都离不开算力的支持。而英伟达推出的A100芯片、H100则是当前支撑起大模型算力的“主力”GPU。无论是OpenAI,还是国内各大布局AI大模型的互联网、科技企业,都在A100、H100等芯片上投入不菲。</p><p>同时,英伟达多年前就开始布局的CUDA开发平台(通用并行计算架构)也在发挥着巨大的作用,搭载GPU的工具集,通过CUDA编程,能够让多个GPU并行运算,从而大幅提升计算性能。</p><p>也正是在CUDA的加持之下,GPU脱离了图像处理的单一用途,开始真正具备通用计算的能力,并逐步被用到了AI的深度学习之中。</p><p>通过GPU和CUDA,可以说当前的英伟达掌握着全球AI巨头们的“算力命脉”。据咨询公司Jon Peddie Research发布的 2022 年第三季度完整 GPU 显卡市场份额报告,英伟达的市场份额达到了88%。近期,投资银行<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>在其投资报告中称,凭借GPU和网络产品等硬件产品,英伟达今年将在人工智能(AI)产品市场中占据高达60%的份额。</p><p>而英伟达的野心还不止如此。</p><p>在COMPUTEX 2023大会上,黄仁勋表示“巨型GPU”的GH200芯片已全面投产,还推出重磅新品超级计算机DGXGH200。这款超级计算机由256个GH200组成,被认为是当今全球性能最强的运算器产品,可以满足训练AIGC所需要的“超大规模大模型”。</p><p>众所周知的是,OpenAI的故事起源里,就有这样一台超级计算机——由黄仁勋赠送的DGX-1。</p><p>至少在英伟达“平替”还未完全具备竞争力之前,国内外各大科技企业、互联网巨头,都想挤入黄仁勋的“朋友圈”。</p><h2>02 黄仁勋的中国“朋友”</h2><p>黄仁勋6月的中国大陆之行是否也会取消,尚没有定论。</p><p>对黄仁勋和英伟达而言,在这一波AI浪潮中,他们不能丢失中国市场上的伙伴们。</p><p>通过公开报道能够查到的黄仁勋过往访华行程,他的意图都十分明确——希望能够在中国市场上找到更多的合作伙伴。</p><p>具有代表性的有两次。</p><p>一次是2013年时,小米手机3发布,在雷军的邀请下黄仁勋出席了发布会。</p><p>年少时就去到了美国的黄仁勋被雷军要求说中文,他说得并不利索,但也用中文自信地喊出:“英伟达的GPU是世界最棒的。”</p><p style=\"text-align: justify;\"></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/537f05ca27109ca2eddf05e05a5ef300\" alt=\"黄仁勋为雷军站台时声称自己也是米粉 图片来源:视频截图\" title=\"黄仁勋为雷军站台时声称自己也是米粉 图片来源:视频截图\" tg-width=\"1024\" tg-height=\"521\"/><span>黄仁勋为雷军站台时声称自己也是米粉 图片来源:视频截图</span></p><p>那一次黄仁勋为小米3站台,是因为小米3旗舰版搭载了英伟达的Tegra4处理器的移动版。</p><p>Tegra4是英伟达在2013年推出了新一代智能手机芯片,在当时除了小米3,酷派大观4、中兴N88等手机都展开了与英伟达的合作。</p><p>对于移动互联网时代的到来,英伟达曾经在业务上有过调整和相关布局。黄仁勋在台北大学演讲时,还提到了当时做移动调制解调器的这段经历。</p><p>但这并不是英伟达擅长的业务,并且,移动互联网的芯片领域已经有龙头企业诞生,竞争十分激烈,英伟达的Tegra系列并没有在手机市场掀起太多的水花。</p><p>黄仁勋说:“手机市场庞大,我们能抢占市占率。然而,我们却做出艰难的决定,放弃这块市场。因为英伟达的使命,是创造出能解决‘普通电脑解决的问题’的电脑,我们应该专注在愿景上,发挥我们的独特贡献。”</p><p>而后,Tegra处理器改变了产品定位,运用在了智能汽车、智慧城市和云端服务上。</p><p>黄仁勋的另一次具有代表性的访华,是在苏州举办的GTC China 2019大会上。那一次他来到了现场,用英文进行了2个小时的演讲。演讲的重点,是AI变革的新动向,英伟达在自动驾驶、游戏和医疗等多个行业的最新进展。</p><p>这些行业中,英伟达在国内有着大量的客户。</p><p>在自动驾驶上,当前国内大部分高端车型都选择了英伟达的Orin芯片和多类型传感器的组合来实现辅助驾驶功能。如蔚来汽车更是全线标配4颗Orin芯片,算力达到1016 TOPS。此外,理想汽车、比亚迪也都是英伟达在智能驾驶上的合作伙伴兼客户。</p><p>英伟达2024财年一财季财报显示,英伟达负责自动驾驶芯片和软件的汽车部门,上季营收同比暴增114%至2.96亿美元。虽然这还是一个不大的业务板块,但却是英伟达当前增长最快的业务。</p><p>英伟达首席财务官Colette Kress称,取得该成绩的原因是Orin汽车芯片在新能源汽车采用获得大幅增长。随着英伟达车用芯片赢得更多车型设计方案采用,有望在未来获得持续增长。</p><p>在游戏上,腾讯更是英伟达的重要合作伙伴。在2019年的那一场大会上,英伟达宣布与腾讯游戏达成合作关系,在中国将电脑游戏体验引入云端,由英伟达GPU为腾讯START云游戏平台提供支持。</p><p>在近期,腾讯高级副总裁马晓轶在SPARK2023腾讯游戏发布会上表示:“腾讯游戏正在推进跟英伟达等全球多家顶级厂商的深度合作,尝试将游戏引擎和工具链打造成一个可以跨团队、跨公司协作的‘联机游戏’。”</p><p>阿里和百度也与英伟达有着深度的合作。</p><p>黄仁勋曾表示,在2019年的“双11”中,<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>就使用了英伟达GPU大规模部署AI,支持资源分配、模型量化和图变换三项优化策略,从而提高吞吐量和响应性。在上一波元宇宙浪潮中,百度的“希壤”也与英伟达达成合作,双方共建“AI元宇宙”。</p><p>而如今,AI的热度居高不下。国内数十家科技、互联网企业快速布局AI大模型,带来了巨大的显卡需求。</p><p>这也到了黄仁勋需要再次去见中国朋友的时候了。</p><h2>03 光环下的“隐忧”</h2><p>资本市场认可了英伟达的潜力。但同时,英伟达也在面临大股东抛售的问题。</p><p>据彭博社消息,资管机构Edmond de Rothschild多年以来一直增持英伟达,到2022年年底,其持有英伟达已经超过了20万股。不过在近期,其全球首席投资官透露,目前已经部分获利了结。</p><p>而这家机构的背后,正是百年欧洲金融巨头——罗斯柴尔德家族。</p><p>不仅如此,被誉为“估值教父”的当代著名投资估值专家阿斯沃斯·达摩达兰,也在近日清仓了英伟达。他认为,英伟达目前在人工智能芯片行业市占率为80%,市场规模为250亿美元。即使十年之后该行业的规模达到3500亿,英伟达市占率达到100%,也不足以支撑目前英伟达的市值。</p><p>并且,当前英伟达的表现并不够亮眼。在截至4月30日的2024财年一财季财报中,公司实现营收71.92亿美元,同比减少13%。其两大主要业务板块中,数据中心一季度营收42.8亿美元,同比增长14%,增速已经放缓。游戏业务一季度营收22.4亿美元,还同比下降了38%。</p><p>而年初错误预估AI GPU的需求,导致产能不足,也使得一季度的AI热尚未传递到英伟达的业绩中,预计年底会有突出的表现。</p><p>无论如何,英伟达都需要寻求更多的增长可能性,来支撑起近万亿美元的市值。</p><p>而另一方面,在海外,英伟达的竞争对手们正在迅速跟上。</p><p>华尔街分析师们认为,<a href=\"https://laohu8.com/S/AVGO\">博通</a>很可能是在英伟达之后,又一个受益于AI基础设施需求的公司。近期,苹果与博通达成数十亿美元协议;谷歌增加TPU处理器的订单,仅谷歌TPU处理器项目就使得博通斩获超30亿美元的营收。</p><p>如果博通能达到营收预期,那么它将超越英特尔和AMD,成为全球第二大芯片供应商。</p><p>谷歌的TPU对英伟达来说,或许更是威胁。谷歌日前公布其AI超级计算机的最新细节,称其比竞争对手英伟达系统更快、更高效。 当前,谷歌 90% 以上的人工智能训练工作都在使用这些芯片,TPU支撑了包括搜索的谷歌主要业务。</p><p>在目前中国正在加速培育本土的GPU企业,在“缺芯”之下,各大企业也在寻找第二方案。</p><p>黄仁勋最近就曾发出警告,不要低估中国企业的追赶能力。“中国在这方面投入的资源相当庞大,所以你不能低估他们,我们自己必须要跑得非常快。”</p><p>触摸到了万亿门槛,黄仁勋的压力或只增未减。与马化腾、张一鸣共进午餐,与雷军侃侃而谈,又或是去比亚迪的工厂与王传福聊一聊自动驾驶的未来,对黄仁勋来说,或许都势在必行。</p></body></html>","source":"awtmt_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>等不来的黄仁勋</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n等不来的黄仁勋\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-07 19:07 北京时间 <a href=https://api.jianyuweb.com/apiv1/content/articles/3690562?extract=1><strong>全天候科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>中国当前的AI行业需要黄仁勋,但黄仁勋更需要中国市场。过去一周,在英伟达CEO黄仁勋的中国台湾行中,与台积电创始人张忠谋的餐会上,除了唠家长里短,或许谈得更多的还是如何解决当前芯片供应短缺的问题。新浪财经援引台媒消息,由于先前英伟达、台积电的保守预估,双方都没有料到AI GPU等HPC芯片需求喷发。目前,台积电正在以“超级急件”生产英伟达的AI GPU,订单已满至年底。这其中,或许就有一批投身AI...</p>\n\n<a href=\"https://api.jianyuweb.com/apiv1/content/articles/3690562?extract=1\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://wpimg-wscn.awtmt.com/86008115-1f75-40da-9497-d67603b55b38.jpeg","relate_stocks":{"LU0109392836.USD":"富兰克林科技股A","BK4549":"软银资本持仓","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","BK4548":"巴美列捷福持仓","LU1242518931.SGD":"Fullerton Lux Funds - Asia Absolute Alpha A Acc SGD","BK4529":"IDC概念","LU0979878070.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"A\" (USD) ACC","LU1435385759.SGD":"Natixis Loomis Sayles US Growth Equity RA SGD-H","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","BK4532":"文艺复兴科技持仓","BK4554":"元宇宙及AR概念","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1429558221.USD":"Natixis Loomis Sayles US Growth Equity RA USD","LU1548497426.USD":"安联环球人工智能AT Acc","BK4567":"ESG概念","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) 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GPU,订单已满至年底。这其中,或许就有一批投身AI大模型的中国企业的订单。AI大模型同样是一个有着先发优势的领域,拥有巨大、优质数据集,强大的算力和算法,并率先落地的企业,毋庸置疑将占据更多的优势。黄仁勋所执掌的英伟达,掌握着AI大模型的“算力”命门,其A100、H100,是当前为AI大模型提供算力的“主力”。在如火如荼的大模型角逐赛中,参赛者储备了多少张显卡,已经成为了重要竞争力之一。在那些已经排到了年底的订单里,谁都想“插个队”。对于6月黄仁勋可能到访大陆的行程,行业内外也十分关注。根据此前网传消息,黄仁勋将在中国台湾行后于6月6日到访上海,与腾讯、字节跳动、理想汽车、比亚迪和小米等中国企业的高管会面。但事非人愿,新浪科技报道,“英伟达CEO黄仁勋在成功结束台北国际计算机展(Computex)之行后,目前已经返回美国。”虽然中国大陆之行未成,但黄仁勋与英伟达离不开中国市场,不仅是因为中国市场在其营收中占到了一半江山,还因为中国科技行业的巨大潜力,无论是AI、游戏,还是自动驾驶。但目前,英伟达的竞争对手们也在跟上,不仅是博通和谷歌,许多国内企业也已经在想算力的“第二套方案”。大厂的自研芯片昆仑芯、含光800、升腾910芯片等已分别用在了文心一言、通义大模型、盘古大模型之中。对此,黄仁勋已经有了“危机感”,访华或许只是时间问题。01 黄仁勋来了,又走了上周,黄仁勋去到了中国台湾。他拎着麻花逛了台北的夜市,穿着学位服去到了台湾大学演讲。在台北国际计算机展那天(5月29日),他用两个小时发布了多款英伟达的新品,又马不停蹄地赶到联发科发布会的现场,与联发科CEO蔡力行共同宣布两家公司将一同开发车用SoC芯片(智能座舱芯片)。黄仁勋在台湾大学演讲 图片来源:网络当然,黄仁勋也没有忘记见老伙伴。他在6月1日与台积电创始人张忠谋会面,并与张忠谋夫妇共进晚餐。双方合作了二十余年,台积电一直是英伟达的核心芯片代工方。到了6月2日这天,黄仁勋又去与鸿海集团董事长刘扬伟见了面。双方会谈的内容不对外公开,不过此前刘扬伟曾表示,鸿海正在与英伟达合作进行自动驾驶技术研发。黄仁勋在中国台湾一举一动都在受到关注,对于他之后的行程,也是众说纷纭。据新浪科技报道,目前他已返回美国。此前有消息称,6月5日黄仁勋将在北京会见政府官员,会谈开立新的中国GPU研发分部;将在6月6日到达上海,行程包括腾讯、字节跳动、理想汽车、比亚迪和小米等公司。事实证明,上述消息不实。但对于他可能的到访,显然是一件令行业内外期待的事情。正如互联网时代的微软、移动互联网时代下的苹果、新能源时代的特斯拉,黄仁勋执掌的英伟达正在成为AI时代中的“新王”。在上周,英伟达市值一度超过了万亿美元,约为英特尔、高通市值的8倍,台积电的2倍,成为当时市值最高的芯片公司。即便随后有所下跌,但也与Alphabet Inc、亚马逊、苹果、微软等巨头站在同一梯队。仅仅是今年,英伟达的股价涨幅就达到了160%。截至6月6日美股收盘,英伟达股价报386.54美元/股,市值为9548亿美元。成为新王,英伟达是赶上了全球AI的大浪潮。在当前,无论是AI大语言模型,还是AIGC,都离不开算力的支持。而英伟达推出的A100芯片、H100则是当前支撑起大模型算力的“主力”GPU。无论是OpenAI,还是国内各大布局AI大模型的互联网、科技企业,都在A100、H100等芯片上投入不菲。同时,英伟达多年前就开始布局的CUDA开发平台(通用并行计算架构)也在发挥着巨大的作用,搭载GPU的工具集,通过CUDA编程,能够让多个GPU并行运算,从而大幅提升计算性能。也正是在CUDA的加持之下,GPU脱离了图像处理的单一用途,开始真正具备通用计算的能力,并逐步被用到了AI的深度学习之中。通过GPU和CUDA,可以说当前的英伟达掌握着全球AI巨头们的“算力命脉”。据咨询公司Jon Peddie Research发布的 2022 年第三季度完整 GPU 显卡市场份额报告,英伟达的市场份额达到了88%。近期,投资银行摩根大通在其投资报告中称,凭借GPU和网络产品等硬件产品,英伟达今年将在人工智能(AI)产品市场中占据高达60%的份额。而英伟达的野心还不止如此。在COMPUTEX 2023大会上,黄仁勋表示“巨型GPU”的GH200芯片已全面投产,还推出重磅新品超级计算机DGXGH200。这款超级计算机由256个GH200组成,被认为是当今全球性能最强的运算器产品,可以满足训练AIGC所需要的“超大规模大模型”。众所周知的是,OpenAI的故事起源里,就有这样一台超级计算机——由黄仁勋赠送的DGX-1。至少在英伟达“平替”还未完全具备竞争力之前,国内外各大科技企业、互联网巨头,都想挤入黄仁勋的“朋友圈”。02 黄仁勋的中国“朋友”黄仁勋6月的中国大陆之行是否也会取消,尚没有定论。对黄仁勋和英伟达而言,在这一波AI浪潮中,他们不能丢失中国市场上的伙伴们。通过公开报道能够查到的黄仁勋过往访华行程,他的意图都十分明确——希望能够在中国市场上找到更多的合作伙伴。具有代表性的有两次。一次是2013年时,小米手机3发布,在雷军的邀请下黄仁勋出席了发布会。年少时就去到了美国的黄仁勋被雷军要求说中文,他说得并不利索,但也用中文自信地喊出:“英伟达的GPU是世界最棒的。”黄仁勋为雷军站台时声称自己也是米粉 图片来源:视频截图那一次黄仁勋为小米3站台,是因为小米3旗舰版搭载了英伟达的Tegra4处理器的移动版。Tegra4是英伟达在2013年推出了新一代智能手机芯片,在当时除了小米3,酷派大观4、中兴N88等手机都展开了与英伟达的合作。对于移动互联网时代的到来,英伟达曾经在业务上有过调整和相关布局。黄仁勋在台北大学演讲时,还提到了当时做移动调制解调器的这段经历。但这并不是英伟达擅长的业务,并且,移动互联网的芯片领域已经有龙头企业诞生,竞争十分激烈,英伟达的Tegra系列并没有在手机市场掀起太多的水花。黄仁勋说:“手机市场庞大,我们能抢占市占率。然而,我们却做出艰难的决定,放弃这块市场。因为英伟达的使命,是创造出能解决‘普通电脑解决的问题’的电脑,我们应该专注在愿景上,发挥我们的独特贡献。”而后,Tegra处理器改变了产品定位,运用在了智能汽车、智慧城市和云端服务上。黄仁勋的另一次具有代表性的访华,是在苏州举办的GTC China 2019大会上。那一次他来到了现场,用英文进行了2个小时的演讲。演讲的重点,是AI变革的新动向,英伟达在自动驾驶、游戏和医疗等多个行业的最新进展。这些行业中,英伟达在国内有着大量的客户。在自动驾驶上,当前国内大部分高端车型都选择了英伟达的Orin芯片和多类型传感器的组合来实现辅助驾驶功能。如蔚来汽车更是全线标配4颗Orin芯片,算力达到1016 TOPS。此外,理想汽车、比亚迪也都是英伟达在智能驾驶上的合作伙伴兼客户。英伟达2024财年一财季财报显示,英伟达负责自动驾驶芯片和软件的汽车部门,上季营收同比暴增114%至2.96亿美元。虽然这还是一个不大的业务板块,但却是英伟达当前增长最快的业务。英伟达首席财务官Colette Kress称,取得该成绩的原因是Orin汽车芯片在新能源汽车采用获得大幅增长。随着英伟达车用芯片赢得更多车型设计方案采用,有望在未来获得持续增长。在游戏上,腾讯更是英伟达的重要合作伙伴。在2019年的那一场大会上,英伟达宣布与腾讯游戏达成合作关系,在中国将电脑游戏体验引入云端,由英伟达GPU为腾讯START云游戏平台提供支持。在近期,腾讯高级副总裁马晓轶在SPARK2023腾讯游戏发布会上表示:“腾讯游戏正在推进跟英伟达等全球多家顶级厂商的深度合作,尝试将游戏引擎和工具链打造成一个可以跨团队、跨公司协作的‘联机游戏’。”阿里和百度也与英伟达有着深度的合作。黄仁勋曾表示,在2019年的“双11”中,阿里巴巴就使用了英伟达GPU大规模部署AI,支持资源分配、模型量化和图变换三项优化策略,从而提高吞吐量和响应性。在上一波元宇宙浪潮中,百度的“希壤”也与英伟达达成合作,双方共建“AI元宇宙”。而如今,AI的热度居高不下。国内数十家科技、互联网企业快速布局AI大模型,带来了巨大的显卡需求。这也到了黄仁勋需要再次去见中国朋友的时候了。03 光环下的“隐忧”资本市场认可了英伟达的潜力。但同时,英伟达也在面临大股东抛售的问题。据彭博社消息,资管机构Edmond de Rothschild多年以来一直增持英伟达,到2022年年底,其持有英伟达已经超过了20万股。不过在近期,其全球首席投资官透露,目前已经部分获利了结。而这家机构的背后,正是百年欧洲金融巨头——罗斯柴尔德家族。不仅如此,被誉为“估值教父”的当代著名投资估值专家阿斯沃斯·达摩达兰,也在近日清仓了英伟达。他认为,英伟达目前在人工智能芯片行业市占率为80%,市场规模为250亿美元。即使十年之后该行业的规模达到3500亿,英伟达市占率达到100%,也不足以支撑目前英伟达的市值。并且,当前英伟达的表现并不够亮眼。在截至4月30日的2024财年一财季财报中,公司实现营收71.92亿美元,同比减少13%。其两大主要业务板块中,数据中心一季度营收42.8亿美元,同比增长14%,增速已经放缓。游戏业务一季度营收22.4亿美元,还同比下降了38%。而年初错误预估AI GPU的需求,导致产能不足,也使得一季度的AI热尚未传递到英伟达的业绩中,预计年底会有突出的表现。无论如何,英伟达都需要寻求更多的增长可能性,来支撑起近万亿美元的市值。而另一方面,在海外,英伟达的竞争对手们正在迅速跟上。华尔街分析师们认为,博通很可能是在英伟达之后,又一个受益于AI基础设施需求的公司。近期,苹果与博通达成数十亿美元协议;谷歌增加TPU处理器的订单,仅谷歌TPU处理器项目就使得博通斩获超30亿美元的营收。如果博通能达到营收预期,那么它将超越英特尔和AMD,成为全球第二大芯片供应商。谷歌的TPU对英伟达来说,或许更是威胁。谷歌日前公布其AI超级计算机的最新细节,称其比竞争对手英伟达系统更快、更高效。 当前,谷歌 90% 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21:32","market":"hk","language":"zh","title":"微盟集团:不清楚股价变动的原因 确认公司运作一切正常","url":"https://stock-news.laohu8.com/highlight/detail?id=2195457108","media":"界面新闻","summary":"微盟集团12月29日晚间在港交所公告,公司股份过去几周成交价下降。董事会确认,并不知悉有关股价变动的任何原因,确认公司运作一切正常,并对公司未来发展前景抱有充分信心。董事会并不知悉任何可能对公司业务前...","content":"<div>\n<p>微盟集团12月29日晚间在港交所公告,公司股份过去几周成交价下降。董事会确认,并不知悉有关股价变动的任何原因,确认公司运作一切正常,并对公司未来发展前景抱有充分信心。董事会并不知悉任何可能对公司业务前景产生重大不利影响的监管制度的改变或者业务生态的改变。根据公司股东于2021年6月29日通过的股东决议,公司董事购回不超过公司2021年6月29日已发行股份的10%股份。自2021年8月26日至...</p>\n\n<a href=\"http://finance.eastmoney.com/a/202112292230337933.html\">Web Link</a>\n\n</div>\n","source":"stock_eastmoney","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>微盟集团:不清楚股价变动的原因 确认公司运作一切正常</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{ 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href=\"http://finance.eastmoney.com/a/202112292230337933.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/f25970ebf4293eec7586423288711d3f","relate_stocks":{"BK1516":"腾讯概念","BK1589":"北水核心资产","BK1590":"短视频概念股","BK1518":"SaaS概念","02013":"微盟集团","BK1109":"应用软件"},"source_url":"http://finance.eastmoney.com/a/202112292230337933.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2195457108","content_text":"微盟集团12月29日晚间在港交所公告,公司股份过去几周成交价下降。董事会确认,并不知悉有关股价变动的任何原因,确认公司运作一切正常,并对公司未来发展前景抱有充分信心。董事会并不知悉任何可能对公司业务前景产生重大不利影响的监管制度的改变或者业务生态的改变。根据公司股东于2021年6月29日通过的股东决议,公司董事购回不超过公司2021年6月29日已发行股份的10%股份。自2021年8月26日至2021年11月17日,公司共购回股份3545.9万股,占公司截至2021年6月29日已发行股份总数的1.4583%。截至公告日,所有购回股份均已注销。(文章来源:界面新闻)","news_type":1},"isVote":1,"tweetType":1,"viewCount":904,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":692971465,"gmtCreate":1640835714272,"gmtModify":1640835714272,"author":{"id":"3574290839531239","authorId":"3574290839531239","name":"虚怀若谷的特鲁曼","avatar":"https://static.tigerbbs.com/e232bd19dc2ca2ca0d86275261fdb8b9","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3574290839531239","authorIdStr":"3574290839531239"},"themes":[],"htmlText":"业务前景暗淡,回购作用不大","listText":"业务前景暗淡,回购作用不大","text":"业务前景暗淡,回购作用不大","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/692971465","repostId":"2195746149","repostType":2,"repost":{"id":"2195746149","kind":"news","pubTimestamp":1640829775,"share":"https://www.laohu8.com/m/news/2195746149?lang=&edition=full","pubTime":"2021-12-30 10:02","market":"hk","language":"zh","title":"港股异动 | 微盟集团(02013)拉涨6% 董事会对公司前景充满信心,将择机继续回购股份","url":"https://stock-news.laohu8.com/highlight/detail?id=2195746149","media":"智通财经","summary":"智通财经APP获悉,微盟集团盘初大幅上扬,领涨恒生科技指数。公司强调,董事会对公司前景抱有充分信心,同时会择机继续进场回购。截至发稿,微盟集团涨5.74%,报7.19港元,成交额0.35亿港元。12月29日晚,微盟集团发布公告称,董事会确认公司运作一切正常,并对未来发展前景抱有充分信心。董事会将继续关注市场情况,并选择合适的时机行使股份购回授权以于公开市场购回股份。","content":"<html><body><p>智通财经APP获悉,<a href=\"https://laohu8.com/S/02013\">微盟集团</a>(02013)盘初大幅上扬,领涨恒生科技指数。公司强调,董事会对公司前景抱有充分信心,同时会择机继续进场回购。截至发稿,微盟集团涨5.74%,报7.19港元,成交额0.35亿港元。</p><p>12月29日晚,微盟集团(02013)发布公告称,董事会确认公司运作一切正常,并对未来发展前景抱有充分信心。截至本公告日期,董事会并不知悉任何可能对公司业务前景产生重大不利影响的监管制度的改变或者业务生态的改变。</p><p>对于回购事宜,微盟表示,自2021年8月26日至11月17日,公司共购回并注销股份3546万股,占公司截至2021年6月29日已发行股份总数的1.4583%。董事会将继续关注市场情况,并选择合适的时机行使股份购回授权以于公开市场购回股份。</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\" 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href=http://www.zhitongcaijing.com/content/detail/631761.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉,微盟集团(02013)盘初大幅上扬,领涨恒生科技指数。公司强调,董事会对公司前景抱有充分信心,同时会择机继续进场回购。截至发稿,微盟集团涨5.74%,报7.19港元,成交额0.35亿港元。12月29日晚,微盟集团(02013)发布公告称,董事会确认公司运作一切正常,并对未来发展前景抱有充分信心。截至本公告日期,董事会并不知悉任何可能对公司业务前景产生重大不利影响的监管制度的改变...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/631761.html\">Web 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