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MomoTan
11-18
$英伟达(NVDA)$
个别做空机构又在出幺蛾子了
英伟达盘前跌3%,报道称新一代AI芯片被曝过热恐延迟交付,公司回应称“客户还在抢”
MomoTan
11-10
这些数据信了你就输了😭 人家把十年数据都做好了,按部就班而已。
中国10月CPI同比0.3%,预期0.4%,10月PPI同比-2.9%,预期-2.5%
MomoTan
07-02
现在是散户博傻的游戏
去老虎APP查看更多动态
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href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 个别做空机构又在出幺蛾子了","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 个别做空机构又在出幺蛾子了","text":"$英伟达(NVDA)$ 个别做空机构又在出幺蛾子了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/372362976719120","repostId":"2484225666","repostType":2,"repost":{"id":"2484225666","pubTimestamp":1731923465,"share":"https://www.laohu8.com/m/news/2484225666?lang=&edition=full","pubTime":"2024-11-18 17:51","market":"us","language":"zh","title":"英伟达盘前跌3%,报道称新一代AI芯片被曝过热恐延迟交付,公司回应称“客户还在抢”","url":"https://stock-news.laohu8.com/highlight/detail?id=2484225666","media":"智通财经","summary":"智通财经APP获悉,据知情人士透露,英伟达新一代 Blackwell AI芯片在高容量服务器机架中存在严重的过热问题。知情人士透露,Blackwell GPU 专为 AI 和高性能计算设计,但在配置 72 个处理器的服务器中出现过热问题,此类服务器每个机架功耗最高可达 120 千瓦。修订后的 Blackwell GPU 于今年 10 月底才进入量产,预计最快明年 1 月底出货。今年 3 月,英伟达展示了 Blackwell 芯片,当时曾表示将在第二季度发货。","content":"<html><head></head><body><p>11月18日,英伟达盘前跌超3%,据知情人士透露,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>新一代 Blackwell AI芯片在高容量服务器机架中存在严重的过热问题。这些问题导致设计调整与项目延期,使<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、 Meta 和<a href=\"https://laohu8.com/S/MSFT\">微软</a>等主要客户对能否按计划部署 Blackwell 服务器感到担忧。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24b7eec664ec2e7920dfff175831c80e\" title=\"\" tg-width=\"909\" tg-height=\"507\"/></p><p>英伟达发言人就此问题回应称:“我们正在与领先的云服务提供商合作,将其作为我们工程团队和流程中不可或缺的一部分。工程迭代是正常且符合预期的。将GB200这一迄今为止最先进的系统集成到各种数据中心环境中,需要与我们的客户共同设计。”英伟达表示:“目前客户正在抢占GB200系统的市场先机”。</p><p><strong>英伟达新一代Blackwell芯片再次延迟交付,被曝存在过热问题</strong></p><p>知情人士透露,Blackwell GPU 专为 AI 和高性能计算(HPC)设计,但在配置 72 个处理器的服务器中出现过热问题,此类服务器每个机架功耗最高可达 120 千瓦。过热问题迫使英伟达多次修改机架设计,不仅限制了 GPU 性能,还可能损坏硬件。客户因此担心,这些技术问题会延迟数据中心的处理器部署进程。</p><p>为应对这一难题,英伟达要求供应商调整机架设计,并与合作伙伴一起优化散热系统。尽管这种工程改进是大规模技术发布中的常规步骤,但也进一步推迟了产品交付时间。</p><p>英伟达发言人针对此事对回应称,公司正与云服务提供商密切合作,设计调整属于正常研发流程的一部分。英伟达希望通过这种合作,确保最终产品在性能和可靠性方面达到预期,同时加紧解决技术瓶颈。</p><p>修订后的 Blackwell GPU 于今年 10 月底才进入量产,预计最快明年 1 月底出货。谷歌、Meta、微软等科技巨头依赖英伟达 GPU 训练其最强大的 AI 模型,其延期对这些客户的研发计划和产品发布造成的影响自然是不可避免。</p><p>今年 3 月,英伟达展示了 Blackwell 芯片,当时曾表示将在第二季度发货。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英伟达盘前跌3%,报道称新一代AI芯片被曝过热恐延迟交付,公司回应称“客户还在抢”</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1212016.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/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","BK4527":"明星科技股","BK4550":"红杉资本持仓","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU2552382215.SGD":"WELLINGTON US BRAND 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性能,还可能损坏硬件。客户因此担心,这些技术问题会延迟数据中心的处理器部署进程。为应对这一难题,英伟达要求供应商调整机架设计,并与合作伙伴一起优化散热系统。尽管这种工程改进是大规模技术发布中的常规步骤,但也进一步推迟了产品交付时间。英伟达发言人针对此事对回应称,公司正与云服务提供商密切合作,设计调整属于正常研发流程的一部分。英伟达希望通过这种合作,确保最终产品在性能和可靠性方面达到预期,同时加紧解决技术瓶颈。修订后的 Blackwell GPU 于今年 10 月底才进入量产,预计最快明年 1 月底出货。谷歌、Meta、微软等科技巨头依赖英伟达 GPU 训练其最强大的 AI 模型,其延期对这些客户的研发计划和产品发布造成的影响自然是不可避免。今年 3 月,英伟达展示了 Blackwell 芯片,当时曾表示将在第二季度发货。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1242,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4118919913347970","authorId":"4118919913347970","name":"牛奶的铲屎官","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"idStr":"4118919913347970","authorIdStr":"4118919913347970"},"content":"是啊,财报前放消息,好心让散户都跑掉?","text":"是啊,财报前放消息,好心让散户都跑掉?","html":"是啊,财报前放消息,好心让散户都跑掉?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":369363145961888,"gmtCreate":1731218031501,"gmtModify":1731219115265,"author":{"id":"3575442347897801","authorId":"3575442347897801","name":"MomoTan","avatar":"https://static.tigerbbs.com/4ec38ecc2c57aa926479e4739983c4c4","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575442347897801","authorIdStr":"3575442347897801"},"themes":[],"htmlText":"这些数据信了你就输了😭 人家把十年数据都做好了,按部就班而已。","listText":"这些数据信了你就输了😭 人家把十年数据都做好了,按部就班而已。","text":"这些数据信了你就输了😭 人家把十年数据都做好了,按部就班而已。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369363145961888","repostId":"1107619149","repostType":4,"repost":{"id":"1107619149","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1731115896,"share":"https://www.laohu8.com/m/news/1107619149?lang=&edition=full","pubTime":"2024-11-09 09:31","market":"sh","language":"zh","title":"中国10月CPI同比0.3%,预期0.4%,10月PPI同比-2.9%,预期-2.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1107619149","media":"老虎资讯综合","summary":"不及预期。","content":"<html><head></head><body><p><strong>中国10月CPI同比上涨0.3%,预期0.4%,前值0.4%。</strong>10月份扣除食品和能源价格的核心CPI略有回升,同比上涨0.2%,涨幅比上月扩大0.1个百分点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e413fc3b4f4af1024addadae382a62c4\" title=\"\" tg-width=\"556\" tg-height=\"338\"/></p><p>10月份,食品价格由上月上涨0.8%转为下降1.2%,低于近十年同期平均水平,是影响CPI环比下降的主要因素。食品中,天气晴好利于鲜活食品生产储运,叠加前期受极端天气等影响价格上涨较多,猪肉、鲜菜、水产品和鲜果本月价格分别下降3.7%、3.0%、2.0%和1.0%,合计影响CPI环比下降约0.20个百分点,占CPI总降幅七成左右。</p><p>非食品价格由上月下降0.2%转为持平。非食品中,受国际油价波动影响,本月国内汽油价格两次上调,但幅度较小,全月均价仍较上月下降1.5%,影响CPI环比下降约0.05个百分点,占CPI总降幅两成左右;受国际金价上行影响,国内金饰品价格上涨4.2%;国庆期间出游需求增加,宾馆住宿和旅游价格分别上涨4.1%和1.3%,但受燃油附加费下调和节后出行快速减少影响,飞机票价格下降5.6%。</p><p><strong>中国10月PPI同比-2.9%,预期-2.5%,前值-2.8%。</strong>工业生产者购进价格同比下降2.7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44b260ad05308b03805a783fb1b56d7e\" title=\"\" tg-width=\"557\" tg-height=\"296\"/></p><p>工业生产者出厂价格中,生产资料价格下降3.3%,影响工业生产者出厂价格总水平下降约2.45个百分点。其中,采掘工业价格下降5.1%,原材料工业价格下降4.0%,加工工业价格下降2.9%。生活资料价格下降1.6%,影响工业生产者出厂价格总水平下降约0.41个百分点。其中,食品价格下降1.6%,衣着价格下降0.4%,一般日用品价格上涨0.1%,耐用消费品价格下降3.1%。</p><p>工业生产者购进价格中,黑色金属材料类价格下降6.9%,燃料动力类价格下降6.2%,化工原料类价格下降5.3%,农副产品类价格下降4.5%,建筑材料及非金属类价格下降4.1%,纺织原料类价格下降1.9%;有色金属材料及电线类价格上涨9.3%。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中国10月CPI同比0.3%,预期0.4%,10月PPI同比-2.9%,预期-2.5%</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中国10月CPI同比0.3%,预期0.4%,10月PPI同比-2.9%,预期-2.5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-11-09 09:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>中国10月CPI同比上涨0.3%,预期0.4%,前值0.4%。</strong>10月份扣除食品和能源价格的核心CPI略有回升,同比上涨0.2%,涨幅比上月扩大0.1个百分点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e413fc3b4f4af1024addadae382a62c4\" title=\"\" tg-width=\"556\" tg-height=\"338\"/></p><p>10月份,食品价格由上月上涨0.8%转为下降1.2%,低于近十年同期平均水平,是影响CPI环比下降的主要因素。食品中,天气晴好利于鲜活食品生产储运,叠加前期受极端天气等影响价格上涨较多,猪肉、鲜菜、水产品和鲜果本月价格分别下降3.7%、3.0%、2.0%和1.0%,合计影响CPI环比下降约0.20个百分点,占CPI总降幅七成左右。</p><p>非食品价格由上月下降0.2%转为持平。非食品中,受国际油价波动影响,本月国内汽油价格两次上调,但幅度较小,全月均价仍较上月下降1.5%,影响CPI环比下降约0.05个百分点,占CPI总降幅两成左右;受国际金价上行影响,国内金饰品价格上涨4.2%;国庆期间出游需求增加,宾馆住宿和旅游价格分别上涨4.1%和1.3%,但受燃油附加费下调和节后出行快速减少影响,飞机票价格下降5.6%。</p><p><strong>中国10月PPI同比-2.9%,预期-2.5%,前值-2.8%。</strong>工业生产者购进价格同比下降2.7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44b260ad05308b03805a783fb1b56d7e\" title=\"\" tg-width=\"557\" tg-height=\"296\"/></p><p>工业生产者出厂价格中,生产资料价格下降3.3%,影响工业生产者出厂价格总水平下降约2.45个百分点。其中,采掘工业价格下降5.1%,原材料工业价格下降4.0%,加工工业价格下降2.9%。生活资料价格下降1.6%,影响工业生产者出厂价格总水平下降约0.41个百分点。其中,食品价格下降1.6%,衣着价格下降0.4%,一般日用品价格上涨0.1%,耐用消费品价格下降3.1%。</p><p>工业生产者购进价格中,黑色金属材料类价格下降6.9%,燃料动力类价格下降6.2%,化工原料类价格下降5.3%,农副产品类价格下降4.5%,建筑材料及非金属类价格下降4.1%,纺织原料类价格下降1.9%;有色金属材料及电线类价格上涨9.3%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5dbd4ef4cf9c9c3df70d9ff23af4de11","relate_stocks":{"000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107619149","content_text":"中国10月CPI同比上涨0.3%,预期0.4%,前值0.4%。10月份扣除食品和能源价格的核心CPI略有回升,同比上涨0.2%,涨幅比上月扩大0.1个百分点。10月份,食品价格由上月上涨0.8%转为下降1.2%,低于近十年同期平均水平,是影响CPI环比下降的主要因素。食品中,天气晴好利于鲜活食品生产储运,叠加前期受极端天气等影响价格上涨较多,猪肉、鲜菜、水产品和鲜果本月价格分别下降3.7%、3.0%、2.0%和1.0%,合计影响CPI环比下降约0.20个百分点,占CPI总降幅七成左右。非食品价格由上月下降0.2%转为持平。非食品中,受国际油价波动影响,本月国内汽油价格两次上调,但幅度较小,全月均价仍较上月下降1.5%,影响CPI环比下降约0.05个百分点,占CPI总降幅两成左右;受国际金价上行影响,国内金饰品价格上涨4.2%;国庆期间出游需求增加,宾馆住宿和旅游价格分别上涨4.1%和1.3%,但受燃油附加费下调和节后出行快速减少影响,飞机票价格下降5.6%。中国10月PPI同比-2.9%,预期-2.5%,前值-2.8%。工业生产者购进价格同比下降2.7%。工业生产者出厂价格中,生产资料价格下降3.3%,影响工业生产者出厂价格总水平下降约2.45个百分点。其中,采掘工业价格下降5.1%,原材料工业价格下降4.0%,加工工业价格下降2.9%。生活资料价格下降1.6%,影响工业生产者出厂价格总水平下降约0.41个百分点。其中,食品价格下降1.6%,衣着价格下降0.4%,一般日用品价格上涨0.1%,耐用消费品价格下降3.1%。工业生产者购进价格中,黑色金属材料类价格下降6.9%,燃料动力类价格下降6.2%,化工原料类价格下降5.3%,农副产品类价格下降4.5%,建筑材料及非金属类价格下降4.1%,纺织原料类价格下降1.9%;有色金属材料及电线类价格上涨9.3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323125217103968,"gmtCreate":1719897142837,"gmtModify":1719899197176,"author":{"id":"3575442347897801","authorId":"3575442347897801","name":"MomoTan","avatar":"https://static.tigerbbs.com/4ec38ecc2c57aa926479e4739983c4c4","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575442347897801","authorIdStr":"3575442347897801"},"themes":[],"htmlText":"现在是散户博傻的游戏","listText":"现在是散户博傻的游戏","text":"现在是散户博傻的游戏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323125217103968","isVote":1,"tweetType":1,"viewCount":524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":372362976719120,"gmtCreate":1731918037859,"gmtModify":1731919500903,"author":{"id":"3575442347897801","authorId":"3575442347897801","name":"MomoTan","avatar":"https://static.tigerbbs.com/4ec38ecc2c57aa926479e4739983c4c4","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575442347897801","authorIdStr":"3575442347897801"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 个别做空机构又在出幺蛾子了","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a> 个别做空机构又在出幺蛾子了","text":"$英伟达(NVDA)$ 个别做空机构又在出幺蛾子了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/372362976719120","repostId":"2484225666","repostType":2,"repost":{"id":"2484225666","pubTimestamp":1731923465,"share":"https://www.laohu8.com/m/news/2484225666?lang=&edition=full","pubTime":"2024-11-18 17:51","market":"us","language":"zh","title":"英伟达盘前跌3%,报道称新一代AI芯片被曝过热恐延迟交付,公司回应称“客户还在抢”","url":"https://stock-news.laohu8.com/highlight/detail?id=2484225666","media":"智通财经","summary":"智通财经APP获悉,据知情人士透露,英伟达新一代 Blackwell AI芯片在高容量服务器机架中存在严重的过热问题。知情人士透露,Blackwell GPU 专为 AI 和高性能计算设计,但在配置 72 个处理器的服务器中出现过热问题,此类服务器每个机架功耗最高可达 120 千瓦。修订后的 Blackwell GPU 于今年 10 月底才进入量产,预计最快明年 1 月底出货。今年 3 月,英伟达展示了 Blackwell 芯片,当时曾表示将在第二季度发货。","content":"<html><head></head><body><p>11月18日,英伟达盘前跌超3%,据知情人士透露,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>新一代 Blackwell AI芯片在高容量服务器机架中存在严重的过热问题。这些问题导致设计调整与项目延期,使<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、 Meta 和<a href=\"https://laohu8.com/S/MSFT\">微软</a>等主要客户对能否按计划部署 Blackwell 服务器感到担忧。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/24b7eec664ec2e7920dfff175831c80e\" title=\"\" tg-width=\"909\" tg-height=\"507\"/></p><p>英伟达发言人就此问题回应称:“我们正在与领先的云服务提供商合作,将其作为我们工程团队和流程中不可或缺的一部分。工程迭代是正常且符合预期的。将GB200这一迄今为止最先进的系统集成到各种数据中心环境中,需要与我们的客户共同设计。”英伟达表示:“目前客户正在抢占GB200系统的市场先机”。</p><p><strong>英伟达新一代Blackwell芯片再次延迟交付,被曝存在过热问题</strong></p><p>知情人士透露,Blackwell GPU 专为 AI 和高性能计算(HPC)设计,但在配置 72 个处理器的服务器中出现过热问题,此类服务器每个机架功耗最高可达 120 千瓦。过热问题迫使英伟达多次修改机架设计,不仅限制了 GPU 性能,还可能损坏硬件。客户因此担心,这些技术问题会延迟数据中心的处理器部署进程。</p><p>为应对这一难题,英伟达要求供应商调整机架设计,并与合作伙伴一起优化散热系统。尽管这种工程改进是大规模技术发布中的常规步骤,但也进一步推迟了产品交付时间。</p><p>英伟达发言人针对此事对回应称,公司正与云服务提供商密切合作,设计调整属于正常研发流程的一部分。英伟达希望通过这种合作,确保最终产品在性能和可靠性方面达到预期,同时加紧解决技术瓶颈。</p><p>修订后的 Blackwell GPU 于今年 10 月底才进入量产,预计最快明年 1 月底出货。谷歌、Meta、微软等科技巨头依赖英伟达 GPU 训练其最强大的 AI 模型,其延期对这些客户的研发计划和产品发布造成的影响自然是不可避免。</p><p>今年 3 月,英伟达展示了 Blackwell 芯片,当时曾表示将在第二季度发货。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英伟达盘前跌3%,报道称新一代AI芯片被曝过热恐延迟交付,公司回应称“客户还在抢”</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英伟达盘前跌3%,报道称新一代AI芯片被曝过热恐延迟交付,公司回应称“客户还在抢”\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-11-18 17:51 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1212016.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>11月18日,英伟达盘前跌超3%,据知情人士透露,英伟达新一代 Blackwell AI芯片在高容量服务器机架中存在严重的过热问题。这些问题导致设计调整与项目延期,使谷歌、 Meta 和微软等主要客户对能否按计划部署 Blackwell 服务器感到担忧。英伟达发言人就此问题回应称:“我们正在与领先的云服务提供商合作,将其作为我们工程团队和流程中不可或缺的一部分。工程迭代是正常且符合预期的。将...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1212016.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/7308276753c5ff6ceaac8e2cceebffd3","relate_stocks":{"LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) INC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU2092627202.USD":"Blackrock ESG Multi-Asset A8 USD-H","LU1069344957.HKD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (HKD) INC","BK4527":"明星科技股","BK4550":"红杉资本持仓","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME \"AA\" (USD) INC","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU2552382215.SGD":"WELLINGTON US BRAND 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ASSET ALLOCATION \"ADC\" (USD) INC","LU0444973449.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"DU\" (USD) ACC","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU2290526834.HKD":"BGF NEXT GENERATION TECHNOLOGY \"A2\" (HKDHDG) ACC","NVDA":"英伟达","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"http://www.zhitongcaijing.com/content/detail/1212016.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2484225666","content_text":"11月18日,英伟达盘前跌超3%,据知情人士透露,英伟达新一代 Blackwell AI芯片在高容量服务器机架中存在严重的过热问题。这些问题导致设计调整与项目延期,使谷歌、 Meta 和微软等主要客户对能否按计划部署 Blackwell 服务器感到担忧。英伟达发言人就此问题回应称:“我们正在与领先的云服务提供商合作,将其作为我们工程团队和流程中不可或缺的一部分。工程迭代是正常且符合预期的。将GB200这一迄今为止最先进的系统集成到各种数据中心环境中,需要与我们的客户共同设计。”英伟达表示:“目前客户正在抢占GB200系统的市场先机”。英伟达新一代Blackwell芯片再次延迟交付,被曝存在过热问题知情人士透露,Blackwell GPU 专为 AI 和高性能计算(HPC)设计,但在配置 72 个处理器的服务器中出现过热问题,此类服务器每个机架功耗最高可达 120 千瓦。过热问题迫使英伟达多次修改机架设计,不仅限制了 GPU 性能,还可能损坏硬件。客户因此担心,这些技术问题会延迟数据中心的处理器部署进程。为应对这一难题,英伟达要求供应商调整机架设计,并与合作伙伴一起优化散热系统。尽管这种工程改进是大规模技术发布中的常规步骤,但也进一步推迟了产品交付时间。英伟达发言人针对此事对回应称,公司正与云服务提供商密切合作,设计调整属于正常研发流程的一部分。英伟达希望通过这种合作,确保最终产品在性能和可靠性方面达到预期,同时加紧解决技术瓶颈。修订后的 Blackwell GPU 于今年 10 月底才进入量产,预计最快明年 1 月底出货。谷歌、Meta、微软等科技巨头依赖英伟达 GPU 训练其最强大的 AI 模型,其延期对这些客户的研发计划和产品发布造成的影响自然是不可避免。今年 3 月,英伟达展示了 Blackwell 芯片,当时曾表示将在第二季度发货。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1242,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4118919913347970","authorId":"4118919913347970","name":"牛奶的铲屎官","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":1,"idStr":"4118919913347970","authorIdStr":"4118919913347970"},"content":"是啊,财报前放消息,好心让散户都跑掉?","text":"是啊,财报前放消息,好心让散户都跑掉?","html":"是啊,财报前放消息,好心让散户都跑掉?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":369363145961888,"gmtCreate":1731218031501,"gmtModify":1731219115265,"author":{"id":"3575442347897801","authorId":"3575442347897801","name":"MomoTan","avatar":"https://static.tigerbbs.com/4ec38ecc2c57aa926479e4739983c4c4","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575442347897801","authorIdStr":"3575442347897801"},"themes":[],"htmlText":"这些数据信了你就输了😭 人家把十年数据都做好了,按部就班而已。","listText":"这些数据信了你就输了😭 人家把十年数据都做好了,按部就班而已。","text":"这些数据信了你就输了😭 人家把十年数据都做好了,按部就班而已。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/369363145961888","repostId":"1107619149","repostType":4,"repost":{"id":"1107619149","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1731115896,"share":"https://www.laohu8.com/m/news/1107619149?lang=&edition=full","pubTime":"2024-11-09 09:31","market":"sh","language":"zh","title":"中国10月CPI同比0.3%,预期0.4%,10月PPI同比-2.9%,预期-2.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1107619149","media":"老虎资讯综合","summary":"不及预期。","content":"<html><head></head><body><p><strong>中国10月CPI同比上涨0.3%,预期0.4%,前值0.4%。</strong>10月份扣除食品和能源价格的核心CPI略有回升,同比上涨0.2%,涨幅比上月扩大0.1个百分点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e413fc3b4f4af1024addadae382a62c4\" title=\"\" tg-width=\"556\" tg-height=\"338\"/></p><p>10月份,食品价格由上月上涨0.8%转为下降1.2%,低于近十年同期平均水平,是影响CPI环比下降的主要因素。食品中,天气晴好利于鲜活食品生产储运,叠加前期受极端天气等影响价格上涨较多,猪肉、鲜菜、水产品和鲜果本月价格分别下降3.7%、3.0%、2.0%和1.0%,合计影响CPI环比下降约0.20个百分点,占CPI总降幅七成左右。</p><p>非食品价格由上月下降0.2%转为持平。非食品中,受国际油价波动影响,本月国内汽油价格两次上调,但幅度较小,全月均价仍较上月下降1.5%,影响CPI环比下降约0.05个百分点,占CPI总降幅两成左右;受国际金价上行影响,国内金饰品价格上涨4.2%;国庆期间出游需求增加,宾馆住宿和旅游价格分别上涨4.1%和1.3%,但受燃油附加费下调和节后出行快速减少影响,飞机票价格下降5.6%。</p><p><strong>中国10月PPI同比-2.9%,预期-2.5%,前值-2.8%。</strong>工业生产者购进价格同比下降2.7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44b260ad05308b03805a783fb1b56d7e\" title=\"\" tg-width=\"557\" tg-height=\"296\"/></p><p>工业生产者出厂价格中,生产资料价格下降3.3%,影响工业生产者出厂价格总水平下降约2.45个百分点。其中,采掘工业价格下降5.1%,原材料工业价格下降4.0%,加工工业价格下降2.9%。生活资料价格下降1.6%,影响工业生产者出厂价格总水平下降约0.41个百分点。其中,食品价格下降1.6%,衣着价格下降0.4%,一般日用品价格上涨0.1%,耐用消费品价格下降3.1%。</p><p>工业生产者购进价格中,黑色金属材料类价格下降6.9%,燃料动力类价格下降6.2%,化工原料类价格下降5.3%,农副产品类价格下降4.5%,建筑材料及非金属类价格下降4.1%,纺织原料类价格下降1.9%;有色金属材料及电线类价格上涨9.3%。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>中国10月CPI同比0.3%,预期0.4%,10月PPI同比-2.9%,预期-2.5%</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中国10月CPI同比0.3%,预期0.4%,10月PPI同比-2.9%,预期-2.5%\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-11-09 09:31</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong>中国10月CPI同比上涨0.3%,预期0.4%,前值0.4%。</strong>10月份扣除食品和能源价格的核心CPI略有回升,同比上涨0.2%,涨幅比上月扩大0.1个百分点。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e413fc3b4f4af1024addadae382a62c4\" title=\"\" tg-width=\"556\" tg-height=\"338\"/></p><p>10月份,食品价格由上月上涨0.8%转为下降1.2%,低于近十年同期平均水平,是影响CPI环比下降的主要因素。食品中,天气晴好利于鲜活食品生产储运,叠加前期受极端天气等影响价格上涨较多,猪肉、鲜菜、水产品和鲜果本月价格分别下降3.7%、3.0%、2.0%和1.0%,合计影响CPI环比下降约0.20个百分点,占CPI总降幅七成左右。</p><p>非食品价格由上月下降0.2%转为持平。非食品中,受国际油价波动影响,本月国内汽油价格两次上调,但幅度较小,全月均价仍较上月下降1.5%,影响CPI环比下降约0.05个百分点,占CPI总降幅两成左右;受国际金价上行影响,国内金饰品价格上涨4.2%;国庆期间出游需求增加,宾馆住宿和旅游价格分别上涨4.1%和1.3%,但受燃油附加费下调和节后出行快速减少影响,飞机票价格下降5.6%。</p><p><strong>中国10月PPI同比-2.9%,预期-2.5%,前值-2.8%。</strong>工业生产者购进价格同比下降2.7%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/44b260ad05308b03805a783fb1b56d7e\" title=\"\" tg-width=\"557\" tg-height=\"296\"/></p><p>工业生产者出厂价格中,生产资料价格下降3.3%,影响工业生产者出厂价格总水平下降约2.45个百分点。其中,采掘工业价格下降5.1%,原材料工业价格下降4.0%,加工工业价格下降2.9%。生活资料价格下降1.6%,影响工业生产者出厂价格总水平下降约0.41个百分点。其中,食品价格下降1.6%,衣着价格下降0.4%,一般日用品价格上涨0.1%,耐用消费品价格下降3.1%。</p><p>工业生产者购进价格中,黑色金属材料类价格下降6.9%,燃料动力类价格下降6.2%,化工原料类价格下降5.3%,农副产品类价格下降4.5%,建筑材料及非金属类价格下降4.1%,纺织原料类价格下降1.9%;有色金属材料及电线类价格上涨9.3%。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/5dbd4ef4cf9c9c3df70d9ff23af4de11","relate_stocks":{"000001.SH":"上证指数"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107619149","content_text":"中国10月CPI同比上涨0.3%,预期0.4%,前值0.4%。10月份扣除食品和能源价格的核心CPI略有回升,同比上涨0.2%,涨幅比上月扩大0.1个百分点。10月份,食品价格由上月上涨0.8%转为下降1.2%,低于近十年同期平均水平,是影响CPI环比下降的主要因素。食品中,天气晴好利于鲜活食品生产储运,叠加前期受极端天气等影响价格上涨较多,猪肉、鲜菜、水产品和鲜果本月价格分别下降3.7%、3.0%、2.0%和1.0%,合计影响CPI环比下降约0.20个百分点,占CPI总降幅七成左右。非食品价格由上月下降0.2%转为持平。非食品中,受国际油价波动影响,本月国内汽油价格两次上调,但幅度较小,全月均价仍较上月下降1.5%,影响CPI环比下降约0.05个百分点,占CPI总降幅两成左右;受国际金价上行影响,国内金饰品价格上涨4.2%;国庆期间出游需求增加,宾馆住宿和旅游价格分别上涨4.1%和1.3%,但受燃油附加费下调和节后出行快速减少影响,飞机票价格下降5.6%。中国10月PPI同比-2.9%,预期-2.5%,前值-2.8%。工业生产者购进价格同比下降2.7%。工业生产者出厂价格中,生产资料价格下降3.3%,影响工业生产者出厂价格总水平下降约2.45个百分点。其中,采掘工业价格下降5.1%,原材料工业价格下降4.0%,加工工业价格下降2.9%。生活资料价格下降1.6%,影响工业生产者出厂价格总水平下降约0.41个百分点。其中,食品价格下降1.6%,衣着价格下降0.4%,一般日用品价格上涨0.1%,耐用消费品价格下降3.1%。工业生产者购进价格中,黑色金属材料类价格下降6.9%,燃料动力类价格下降6.2%,化工原料类价格下降5.3%,农副产品类价格下降4.5%,建筑材料及非金属类价格下降4.1%,纺织原料类价格下降1.9%;有色金属材料及电线类价格上涨9.3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":250,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":323125217103968,"gmtCreate":1719897142837,"gmtModify":1719899197176,"author":{"id":"3575442347897801","authorId":"3575442347897801","name":"MomoTan","avatar":"https://static.tigerbbs.com/4ec38ecc2c57aa926479e4739983c4c4","crmLevel":5,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3575442347897801","authorIdStr":"3575442347897801"},"themes":[],"htmlText":"现在是散户博傻的游戏","listText":"现在是散户博傻的游戏","text":"现在是散户博傻的游戏","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/323125217103968","isVote":1,"tweetType":1,"viewCount":524,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}