牛宝Baoni的个人主页 - 老虎社区

牛宝Baoni

牛宝Baoni

暂无个人介绍

IP属地：上海

67关注

8粉丝

3主题

0勋章

12-19

$SoundHound AI Inc(SOUN)$ 太墨迹了，直接冲呀，多头都在干啥

06-06

$英伟达(NVDA)$ 1块钱就磨了几个小时，这个跟人在故意操作一样

05-01

$超微电脑(SMCI)$ 这个跌法让人心惊胆颤

05-01

跌得生不如死

期待太高，最火AI“宠儿”超微电脑第三财季营收不及预期

04-17

$美光科技(MU)$ 太差了，起不来了

03-20

这三天跌惨了差点被平仓，开会还跌

抱歉，原内容已删除

03-12

$Coinbase Global, Inc.(COIN)$ 比特币大涨你跟着莫名其妙跌三天，太不给力了

03-12

$美国超微公司(AMD)$ 太磨磨叽叽了，涨就痛快些

2023-04-26

$哔哩哔哩-W(09626)$

2023-04-04

$百度集团-SW(09888)$

2022-12-22

$哔哩哔哩(BILI)$

2022-10-10

$标普500ETF(SPY)$

2022-09-29

$智利矿业化工(SQM)$

2021-03-13

这篇文章不错，转发给大家看看

@华商韬略:市值观察丨8年赚50亿身家，用3000块薪水组队创业的他，抓住了怎样的机会？

2021-03-05

关注关注

抱歉，原内容已删除

去老虎APP查看更多动态

{"i18n":{"language":"zh_CN"},"userPageInfo":{"id":"3575934796931817","uuid":"3575934796931817","gmtCreate":1612840850395,"gmtModify":1714010870857,"name":"牛宝Baoni","pinyin":"nbbaoniniubaobaoni","introduction":"","introductionEn":"","signature":"","avatar":"https://static.tigerbbs.com/b166e4774d6ff5b2c22e6924df1cf0c4","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":8,"headSize":67,"tweetSize":15,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":1,"name":"萌萌虎","nameTw":"萌萌虎","represent":"呱呱坠地","factor":"评论帖子3次或发布1条主帖（非转发）","iconColor":"3C9E83","bgColor":"A2F1D9"},"themeCounts":3,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":2,"symbols":null,"coverImage":null,"realNameVerified":null,"userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-2","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"资深虎友","description":"加入老虎社区1000天","bigImgUrl":"https://static.tigerbbs.com/0063fb68ea29c9ae6858c58630e182d5","smallImgUrl":"https://static.tigerbbs.com/96c699a93be4214d4b49aea6a5a5d1a4","grayImgUrl":"https://static.tigerbbs.com/35b0e542a9ff77046ed69ef602bc105d","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2023.11.06","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.22","exceedPercentage":"93.29%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100},{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"redirectLink":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":"93.89%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100}],"userBadgeCount":5,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":9,"crmLevelSwitch":0,"location":"上海","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":1,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"baikeInfo":{},"tab":"post","tweets":[{"id":383357615153384,"gmtCreate":1734623584120,"gmtModify":1734623585895,"author":{"id":"3575934796931817","authorId":"3575934796931817","name":"牛宝Baoni","avatar":"https://static.tigerbbs.com/b166e4774d6ff5b2c22e6924df1cf0c4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575934796931817","authorIdStr":"3575934796931817"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOUN\">$SoundHound AI Inc(SOUN)$&nbsp;</a> 太墨迹了，直接冲呀，多头都在干啥","listText":"<a href=\"https://laohu8.com/S/SOUN\">$SoundHound AI Inc(SOUN)$&nbsp;</a> 太墨迹了，直接冲呀，多头都在干啥","text":"$SoundHound AI Inc(SOUN)$ 太墨迹了，直接冲呀，多头都在干啥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383357615153384","isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313611163394104,"gmtCreate":1717603753487,"gmtModify":1717603755519,"author":{"id":"3575934796931817","authorId":"3575934796931817","name":"牛宝Baoni","avatar":"https://static.tigerbbs.com/b166e4774d6ff5b2c22e6924df1cf0c4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575934796931817","authorIdStr":"3575934796931817"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 1块钱就磨了几个小时，这个跟人在故意操作一样","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 1块钱就磨了几个小时，这个跟人在故意操作一样","text":"$英伟达(NVDA)$ 1块钱就磨了几个小时，这个跟人在故意操作一样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313611163394104","isVote":1,"tweetType":1,"viewCount":839,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301329427701872,"gmtCreate":1714572836669,"gmtModify":1714572837961,"author":{"id":"3575934796931817","authorId":"3575934796931817","name":"牛宝Baoni","avatar":"https://static.tigerbbs.com/b166e4774d6ff5b2c22e6924df1cf0c4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575934796931817","authorIdStr":"3575934796931817"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 这个跌法让人心惊胆颤","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 这个跌法让人心惊胆颤","text":"$超微电脑(SMCI)$ 这个跌法让人心惊胆颤","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/301329427701872","isVote":1,"tweetType":1,"viewCount":1219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301328773742896,"gmtCreate":1714572779498,"gmtModify":1714572783744,"author":{"id":"3575934796931817","authorId":"3575934796931817","name":"牛宝Baoni","avatar":"https://static.tigerbbs.com/b166e4774d6ff5b2c22e6924df1cf0c4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575934796931817","authorIdStr":"3575934796931817"},"themes":[],"htmlText":"跌得生不如死","listText":"跌得生不如死","text":"跌得生不如死","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/301328773742896","repostId":"1148067531","repostType":2,"repost":{"id":"1148067531","kind":"news","weMediaInfo":{"introduction":"追踪全球财经热点，精选影响您财富的资讯，投资理财必备神器！","home_visible":1,"media_name":"华尔街见闻","id":"1084101182","head_image":"https://static.tigerbbs.com/66809d1f5c2e43e2bdf15820c6d6897e"},"pubTimestamp":1714514119,"share":"https://www.laohu8.com/m/news/1148067531?lang=&edition=full","pubTime":"2024-05-01 05:55","market":"us","language":"zh","title":"期待太高，最火AI“宠儿”超微电脑第三财季营收不及预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1148067531","media":"华尔街见闻","summary":"超微电脑第三财季营收为38.5亿美元，同比增长200.8%，低于分析师预期的39.5亿美元。","content":"<html><head></head><body><p>4月30日周二美股盘后，“AI最妖股”<a href=\"https://laohu8.com/S/SMCI\">超微电脑</a>发布了略低于预期的2024年第三财季业绩以及超预期的第四财季业绩指引。超预期的第四财季业绩指引带动超微电脑周二盘后一度大涨逾9%，然而，尽管公司对未来收入非常乐观，但由于第三财季的实际收入没有达到市场预期，超微电脑盘后股价大跌逾13%。</p><p style=\"text-align: justify;\">财报显示，超微电脑第三财季营收为38.5亿美元，同比增长200.8%，低于分析师预期的39.5亿美元。毛利率为15.5%，高于2024财年第三财季的15.4%，低于去年同期的17.6%。调整后EPS为6.65美元，高于分析师预期5.78美元。</p><p style=\"text-align: justify;\">对于第四财季，超微电脑预计净营收51亿至55亿美元，高于分析师预期的47.3亿美元。</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>期待太高，最火AI“宠儿”超微电脑第三财季营收不及预期</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; 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期待太高，最火AI“宠儿”超微电脑第三财季营收不及预期\n</h2>\n\n<h4 class=\"meta\">\n\n2024-05-01 05:55 北京时间&nbsp;&nbsp;&nbsp;<strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>4月30日周二美股盘后，“AI最妖股”超微电脑发布了略低于预期的2024年第三财季业绩以及超预期的第四财季业绩指引。超预期的第四财季业绩指引带动超微电脑周二盘后一度大涨逾9%，然而，尽管公司对未来收入非常乐观，但由于第三财季的实际收入没有达到市场预期，超微电脑盘后股价大跌逾13%。财报显示，超微电脑第三财季营收为38.5亿美元，同比增长200.8%，低于分析师预期的39.5亿美元。毛利率为...</p>\n\n<a href=\"\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2889002c5ff74587fb9e23a99e13d273","relate_stocks":{"SMCI":"超微电脑"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1148067531","content_text":"4月30日周二美股盘后，“AI最妖股”超微电脑发布了略低于预期的2024年第三财季业绩以及超预期的第四财季业绩指引。超预期的第四财季业绩指引带动超微电脑周二盘后一度大涨逾9%，然而，尽管公司对未来收入非常乐观，但由于第三财季的实际收入没有达到市场预期，超微电脑盘后股价大跌逾13%。财报显示，超微电脑第三财季营收为38.5亿美元，同比增长200.8%，低于分析师预期的39.5亿美元。毛利率为15.5%，高于2024财年第三财季的15.4%，低于去年同期的17.6%。调整后EPS为6.65美元，高于分析师预期5.78美元。对于第四财季，超微电脑预计净营收51亿至55亿美元，高于分析师预期的47.3亿美元。","news_type":1},"isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296240693907616,"gmtCreate":1713362015471,"gmtModify":1713362016882,"author":{"id":"3575934796931817","authorId":"3575934796931817","name":"牛宝Baoni","avatar":"https://static.tigerbbs.com/b166e4774d6ff5b2c22e6924df1cf0c4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575934796931817","authorIdStr":"3575934796931817"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> 太差了，起不来了","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> 太差了，起不来了","text":"$美光科技(MU)$ 太差了，起不来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296240693907616","isVote":1,"tweetType":1,"viewCount":623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286330569965744,"gmtCreate":1710923341270,"gmtModify":1710923343145,"author":{"id":"3575934796931817","authorId":"3575934796931817","name":"牛宝Baoni","avatar":"https://static.tigerbbs.com/b166e4774d6ff5b2c22e6924df1cf0c4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575934796931817","authorIdStr":"3575934796931817"},"themes":[],"htmlText":"这三天跌惨了差点被平仓，开会还跌","listText":"这三天跌惨了差点被平仓，开会还跌","text":"这三天跌惨了差点被平仓，开会还跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286330569965744","repostId":"2420760089","repostType":2,"isVote":1,"tweetType":1,"viewCount":593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":283493147463840,"gmtCreate":1710251027378,"gmtModify":1710251108208,"author":{"id":"3575934796931817","authorId":"3575934796931817","name":"牛宝Baoni","avatar":"https://static.tigerbbs.com/b166e4774d6ff5b2c22e6924df1cf0c4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575934796931817","authorIdStr":"3575934796931817"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a><v-v data-views=\"1\"></v-v> 比特币大涨你跟着莫名其妙跌三天，太不给力了","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a><v-v data-views=\"1\"></v-v> 比特币大涨你跟着莫名其妙跌三天，太不给力了","text":"$Coinbase Global, Inc.(COIN)$ 比特币大涨你跟着莫名其妙跌三天，太不给力了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/283493147463840","isVote":1,"tweetType":1,"viewCount":692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":283492287340752,"gmtCreate":1710250879432,"gmtModify":1710251138184,"author":{"id":"3575934796931817","authorId":"3575934796931817","name":"牛宝Baoni","avatar":"https://static.tigerbbs.com/b166e4774d6ff5b2c22e6924df1cf0c4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575934796931817","authorIdStr":"3575934796931817"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v> 太磨磨叽叽了，涨就痛快些","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v> 太磨磨叽叽了，涨就痛快些","text":"$美国超微公司(AMD)$ 太磨磨叽叽了，涨就痛快些","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/283492287340752","isVote":1,"tweetType":1,"viewCount":1654,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"content":"早换英伟达好不好，transformer路线amd只是替英伟达打工的","text":"早换英伟达好不好，transformer路线amd只是替英伟达打工的","html":"早换英伟达好不好，transformer路线amd只是替英伟达打工的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":658187969,"gmtCreate":1682478533751,"gmtModify":1682478534809,"author":{"id":"3575934796931817","authorId":"3575934796931817","name":"牛宝Baoni","avatar":"https://static.tigerbbs.com/b166e4774d6ff5b2c22e6924df1cf0c4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575934796931817","authorIdStr":"3575934796931817"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$&nbsp;</a>","listText":"<a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$&nbsp;</a>","text":"$哔哩哔哩-W(09626)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/658187969","isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":653347589,"gmtCreate":1680596638141,"gmtModify":1680596638979,"author":{"id":"3575934796931817","authorId":"3575934796931817","name":"牛宝Baoni","avatar":"https://static.tigerbbs.com/b166e4774d6ff5b2c22e6924df1cf0c4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575934796931817","authorIdStr":"3575934796931817"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$&nbsp;</a>","listText":"<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$&nbsp;</a>","text":"$百度集团-SW(09888)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653347589","isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":621091323,"gmtCreate":1671721579963,"gmtModify":1671721580570,"author":{"id":"3575934796931817","authorId":"3575934796931817","name":"牛宝Baoni","avatar":"https://static.tigerbbs.com/b166e4774d6ff5b2c22e6924df1cf0c4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575934796931817","authorIdStr":"3575934796931817"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$&nbsp;</a>","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$&nbsp;</a>","text":"$哔哩哔哩(BILI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/621091323","isVote":1,"tweetType":1,"viewCount":1398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":666310728,"gmtCreate":1665412403364,"gmtModify":1665412404177,"author":{"id":"3575934796931817","authorId":"3575934796931817","name":"牛宝Baoni","avatar":"https://static.tigerbbs.com/b166e4774d6ff5b2c22e6924df1cf0c4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575934796931817","authorIdStr":"3575934796931817"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a>","listText":"<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a>","text":"$标普500ETF(SPY)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666310728","isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":668117160,"gmtCreate":1664464425150,"gmtModify":1664464578261,"author":{"id":"3575934796931817","authorId":"3575934796931817","name":"牛宝Baoni","avatar":"https://static.tigerbbs.com/b166e4774d6ff5b2c22e6924df1cf0c4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575934796931817","authorIdStr":"3575934796931817"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SQM\">$智利矿业化工(SQM)$</a>","listText":"<a href=\"https://laohu8.com/S/SQM\">$智利矿业化工(SQM)$</a>","text":"$智利矿业化工(SQM)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/668117160","isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":326052644,"gmtCreate":1615566581788,"gmtModify":1703491126483,"author":{"id":"3575934796931817","authorId":"3575934796931817","name":"牛宝Baoni","avatar":"https://static.tigerbbs.com/b166e4774d6ff5b2c22e6924df1cf0c4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575934796931817","authorIdStr":"3575934796931817"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326052644","repostId":"328474658","repostType":1,"repost":{"id":328474658,"gmtCreate":1615554180000,"gmtModify":1703490868381,"author":{"id":"3524105760314666","authorId":"3524105760314666","name":"华商韬略","avatar":"https://static.tigerbbs.com/fbcbbcdfdd125576e4d9038a38b0dc86","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3524105760314666","authorIdStr":"3524105760314666"},"themes":[],"title":"市值观察丨8年赚50亿身家，用3000块薪水组队创业的他，抓住了怎样的机会？","htmlText":"作 者：赛 文 图片：网络、图虫创意 来源：市值观察（ID：shizhiguancha） 3月3日，“投影一哥”极米科技正式登陆科创板，收盘价530元，涨幅达296.33%。上市后，极米创始人钟波持有公司18.76%的股份，按照3月10日收盘价510元计算，钟波的身家接近50亿元。 创业8年，技术出身的钟波凭借怎样的能力，让极米坐上国内智能投影的第一把交椅的？ 1 车库创业者 钟波1980年出生在四川自贡，电子科技大学毕业后，他先是放弃进入空军大院的名额，又先后就职于海信电视和晨星半导体，主攻电视芯片技术。 为海信和晨星工作的十年里，他成为了晨星西南区技术总监，拿到了百万年薪和晨星五百万的股权，并获得机会重仓港股中的腾讯，借着腾讯股价的飙升，让自己身价迅速过亿。 钟波在技术上的十年钻研，让他获得了比财富自由更重要的东西——对电视行业发展趋势的判断，即实体屏幕难寻提升，未来的电视一定是无屏的。 让钟波下定决心辞职创业的，是偶然被推送到他面前的一段视频。 “那是一段iPhone5的概念视频，很炫，手机可以投影，键盘、屏幕都是投影出来的。” 概念片中光影散发的魅力让钟波仿佛听到了来自未来的召唤，他随即辞掉了年薪百万的工作，拉来同事和同学，毅然决然地投入到了投影仪的创业研发中，极米科技诞生了。 虽然如今极米市值已经超过250亿元，但它的诞生地不过是位于成都郊区的一栋三层高的毛坯房。2013年，这栋房子租金5000元，房间里空无一物。钟波和他的创业伙伴得自己刷墙，自己买来上下铺的铁架床安装，工作和生活都在这个毛坯房。 彼时身价亿元的钟波并不是租不起别的房子，他一定选择要在这开始创业原因就在于这栋别墅有一个车库。钟波想到了那些传奇的车库创业者，和微软、谷歌、苹果、YouTube、戴尔这些诞生于车库的伟大企业。 于是，极米这帮以车库创业者自居的技术宅男们，搞模型在车库，做设计去二楼，晚上","listText":"作 者：赛 文 图片：网络、图虫创意 来源：市值观察（ID：shizhiguancha） 3月3日，“投影一哥”极米科技正式登陆科创板，收盘价530元，涨幅达296.33%。上市后，极米创始人钟波持有公司18.76%的股份，按照3月10日收盘价510元计算，钟波的身家接近50亿元。 创业8年，技术出身的钟波凭借怎样的能力，让极米坐上国内智能投影的第一把交椅的？ 1 车库创业者 钟波1980年出生在四川自贡，电子科技大学毕业后，他先是放弃进入空军大院的名额，又先后就职于海信电视和晨星半导体，主攻电视芯片技术。 为海信和晨星工作的十年里，他成为了晨星西南区技术总监，拿到了百万年薪和晨星五百万的股权，并获得机会重仓港股中的腾讯，借着腾讯股价的飙升，让自己身价迅速过亿。 钟波在技术上的十年钻研，让他获得了比财富自由更重要的东西——对电视行业发展趋势的判断，即实体屏幕难寻提升，未来的电视一定是无屏的。 让钟波下定决心辞职创业的，是偶然被推送到他面前的一段视频。 “那是一段iPhone5的概念视频，很炫，手机可以投影，键盘、屏幕都是投影出来的。” 概念片中光影散发的魅力让钟波仿佛听到了来自未来的召唤，他随即辞掉了年薪百万的工作，拉来同事和同学，毅然决然地投入到了投影仪的创业研发中，极米科技诞生了。 虽然如今极米市值已经超过250亿元，但它的诞生地不过是位于成都郊区的一栋三层高的毛坯房。2013年，这栋房子租金5000元，房间里空无一物。钟波和他的创业伙伴得自己刷墙，自己买来上下铺的铁架床安装，工作和生活都在这个毛坯房。 彼时身价亿元的钟波并不是租不起别的房子，他一定选择要在这开始创业原因就在于这栋别墅有一个车库。钟波想到了那些传奇的车库创业者，和微软、谷歌、苹果、YouTube、戴尔这些诞生于车库的伟大企业。 于是，极米这帮以车库创业者自居的技术宅男们，搞模型在车库，做设计去二楼，晚上","text":"作 者：赛 文 图片：网络、图虫创意 来源：市值观察（ID：shizhiguancha） 3月3日，“投影一哥”极米科技正式登陆科创板，收盘价530元，涨幅达296.33%。上市后，极米创始人钟波持有公司18.76%的股份，按照3月10日收盘价510元计算，钟波的身家接近50亿元。 创业8年，技术出身的钟波凭借怎样的能力，让极米坐上国内智能投影的第一把交椅的？ 1 车库创业者 钟波1980年出生在四川自贡，电子科技大学毕业后，他先是放弃进入空军大院的名额，又先后就职于海信电视和晨星半导体，主攻电视芯片技术。 为海信和晨星工作的十年里，他成为了晨星西南区技术总监，拿到了百万年薪和晨星五百万的股权，并获得机会重仓港股中的腾讯，借着腾讯股价的飙升，让自己身价迅速过亿。 钟波在技术上的十年钻研，让他获得了比财富自由更重要的东西——对电视行业发展趋势的判断，即实体屏幕难寻提升，未来的电视一定是无屏的。 让钟波下定决心辞职创业的，是偶然被推送到他面前的一段视频。 “那是一段iPhone5的概念视频，很炫，手机可以投影，键盘、屏幕都是投影出来的。” 概念片中光影散发的魅力让钟波仿佛听到了来自未来的召唤，他随即辞掉了年薪百万的工作，拉来同事和同学，毅然决然地投入到了投影仪的创业研发中，极米科技诞生了。 虽然如今极米市值已经超过250亿元，但它的诞生地不过是位于成都郊区的一栋三层高的毛坯房。2013年，这栋房子租金5000元，房间里空无一物。钟波和他的创业伙伴得自己刷墙，自己买来上下铺的铁架床安装，工作和生活都在这个毛坯房。 彼时身价亿元的钟波并不是租不起别的房子，他一定选择要在这开始创业原因就在于这栋别墅有一个车库。钟波想到了那些传奇的车库创业者，和微软、谷歌、苹果、YouTube、戴尔这些诞生于车库的伟大企业。 于是，极米这帮以车库创业者自居的技术宅男们，搞模型在车库，做设计去二楼，晚上","images":[{"img":"https://static.tigerbbs.com/cdd3736c175043df91f3286f333a6cc1","width":"836","height":"639"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328474658","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367830825,"gmtCreate":1614933138767,"gmtModify":1703483102398,"author":{"id":"3575934796931817","authorId":"3575934796931817","name":"牛宝Baoni","avatar":"https://static.tigerbbs.com/b166e4774d6ff5b2c22e6924df1cf0c4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575934796931817","authorIdStr":"3575934796931817"},"themes":[],"htmlText":"关注关注","listText":"关注关注","text":"关注关注","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367830825","repostId":"1192602001","repostType":4,"isVote":1,"tweetType":1,"viewCount":526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":283492287340752,"gmtCreate":1710250879432,"gmtModify":1710251138184,"author":{"id":"3575934796931817","authorId":"3575934796931817","name":"牛宝Baoni","avatar":"https://static.tigerbbs.com/b166e4774d6ff5b2c22e6924df1cf0c4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575934796931817","authorIdStr":"3575934796931817"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v> 太磨磨叽叽了，涨就痛快些","listText":"<a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$&nbsp;</a><v-v data-views=\"1\"></v-v> 太磨磨叽叽了，涨就痛快些","text":"$美国超微公司(AMD)$ 太磨磨叽叽了，涨就痛快些","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":4,"repostSize":0,"link":"https://laohu8.com/post/283492287340752","isVote":1,"tweetType":1,"viewCount":1654,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3546249304196282","authorId":"3546249304196282","name":"火火兔爸","avatar":"https://static.tigerbbs.com/1914631c23e50a7645217a36cc9d9598","crmLevel":9,"crmLevelSwitch":1,"idStr":"3546249304196282","authorIdStr":"3546249304196282"},"content":"早换英伟达好不好，transformer路线amd只是替英伟达打工的","text":"早换英伟达好不好，transformer路线amd只是替英伟达打工的","html":"早换英伟达好不好，transformer路线amd只是替英伟达打工的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301329427701872,"gmtCreate":1714572836669,"gmtModify":1714572837961,"author":{"id":"3575934796931817","authorId":"3575934796931817","name":"牛宝Baoni","avatar":"https://static.tigerbbs.com/b166e4774d6ff5b2c22e6924df1cf0c4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575934796931817","authorIdStr":"3575934796931817"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 这个跌法让人心惊胆颤","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$</a> 这个跌法让人心惊胆颤","text":"$超微电脑(SMCI)$ 这个跌法让人心惊胆颤","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/301329427701872","isVote":1,"tweetType":1,"viewCount":1219,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":301328773742896,"gmtCreate":1714572779498,"gmtModify":1714572783744,"author":{"id":"3575934796931817","authorId":"3575934796931817","name":"牛宝Baoni","avatar":"https://static.tigerbbs.com/b166e4774d6ff5b2c22e6924df1cf0c4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575934796931817","authorIdStr":"3575934796931817"},"themes":[],"htmlText":"跌得生不如死","listText":"跌得生不如死","text":"跌得生不如死","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/301328773742896","repostId":"1148067531","repostType":2,"isVote":1,"tweetType":1,"viewCount":485,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":383357615153384,"gmtCreate":1734623584120,"gmtModify":1734623585895,"author":{"id":"3575934796931817","authorId":"3575934796931817","name":"牛宝Baoni","avatar":"https://static.tigerbbs.com/b166e4774d6ff5b2c22e6924df1cf0c4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575934796931817","authorIdStr":"3575934796931817"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SOUN\">$SoundHound AI Inc(SOUN)$&nbsp;</a> 太墨迹了，直接冲呀，多头都在干啥","listText":"<a href=\"https://laohu8.com/S/SOUN\">$SoundHound AI Inc(SOUN)$&nbsp;</a> 太墨迹了，直接冲呀，多头都在干啥","text":"$SoundHound AI Inc(SOUN)$ 太墨迹了，直接冲呀，多头都在干啥","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/383357615153384","isVote":1,"tweetType":1,"viewCount":147,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":286330569965744,"gmtCreate":1710923341270,"gmtModify":1710923343145,"author":{"id":"3575934796931817","authorId":"3575934796931817","name":"牛宝Baoni","avatar":"https://static.tigerbbs.com/b166e4774d6ff5b2c22e6924df1cf0c4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575934796931817","authorIdStr":"3575934796931817"},"themes":[],"htmlText":"这三天跌惨了差点被平仓，开会还跌","listText":"这三天跌惨了差点被平仓，开会还跌","text":"这三天跌惨了差点被平仓，开会还跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/286330569965744","repostId":"2420760089","repostType":2,"repost":{"id":"2420760089","kind":"news","pubTimestamp":1710920449,"share":"https://www.laohu8.com/m/news/2420760089?lang=&edition=full","pubTime":"2024-03-20 15:40","market":"us","language":"zh","title":"AI热潮席卷全球，“算力之王”英伟达涨势未止！下一站，1000美元？","url":"https://stock-news.laohu8.com/highlight/detail?id=2420760089","media":"智通财经","summary":"在全球企业以及政府部门纷纷布局AI的这股热潮刺激下，华尔街投行巨头高盛对英伟达的发展轨迹充满信心，因此大幅上调英伟达的股价目标，目前设定在雄心勃勃的1000美元，比之前的875美元目标大幅上涨。华尔街“1000美元阵营”愈发庞大!","content":"<html><head></head><body><p>AI芯片领域领导者<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>在GTC 2024大会宣布推出“史上最强AI芯片”——基于Blackwell架构的 AI GPU之后，来自华尔街大行<a href=\"https://laohu8.com/S/GS\">高盛</a>的股票分析师Toshiya Hari表示极度看好这家全球市值最高的芯片公司业绩以及股价前景，尤其强调英伟达在数据中心AI芯片领域无与伦比的影响力与创新能力。<strong>在全球企业以及政府部门纷纷布局AI的这股热潮刺激下，华尔街投行巨头高盛对英伟达的发展轨迹充满信心，因此大幅上调英伟达的股价目标，目前设定在雄心勃勃的1000美元，比之前的875美元目标大幅上涨。</strong></p><p>英伟达CEO黄仁勋在GTC 2024大会上表示，训练一个1.8万亿参数模型此前需要高达8000个基于 Hopper架构的AI GPU和高达15兆瓦的功率。如今，这位英伟达首席执行官表示仅仅2000个 基于Blackwell架构的AI GPU 就可以做到这一点，而功耗仅为4兆瓦。</p><p>黄仁勋还强调道，Blackwell架构的成本和能耗较前代改善25倍，<strong>基于Blackwell架构的硬件在AI训练领域性能是上一代Hopper的2.5倍</strong>，制程方面采用<a href=\"https://laohu8.com/S/TSM\">台积电</a>4NP制程，支持多达10万亿参数的模型进行AI训练和实时大语言模型(LLM)推理。</p><p><strong>英伟达全新旗舰款AI GPU——基于Blackwell架构的B200重磅问世</strong></p><p>本次GTC英伟达所发布的Blackwell架构系列AI GPU包括三个型号：B100、B200 和Grace-Blackwell Superchip(GB200)，B100为上一代的基础继任产品，性能相较于H100全面提升，如果数据中心已配置基于上一代Hopper架构的英伟达DGX H100 系统，将非常适合升级至B100。B200与GB200性能则更强大。</p><p>毫无疑问，<strong>英伟达GTC大会上全新推出的旗舰款AI芯片——B200 AI GPU最大的特点就在于其堪称史上最强大的AI算力，黄仁勋表示，B200 GPU整体AI算力高达20PFlops，远超上一代Hopper架构的H100能达到的4PFLOPs，也就是说性能乃当前全球最高性能AI GPU——H100性能的整整5倍，从而可以让AI大模型厂商们训练出更加复杂的大语言模型(LLM)。</strong>B200 GPU总晶体管数量则达到2080亿个，是上一代H100(800亿)的2倍多。</p><p>GB200超算系统性能则可谓“全球独一档”算力系统的存在。英伟达基于两个B200 AI GPU以及自研Grace CPU所打造的AI超算系统GB200，基于大语言模型(LLM)的推理工作负载性能则瞬间能够提升30倍，同时与上一代 Hopper架构相比，GB200成本和能耗大幅度降低约25倍。<strong>在具有1750亿个参数级别的GPT-3 LLM基准上，黄仁勋表示，GB200的推理性能是H100系统的7倍，并且提供了4倍于H100系统的训练速度。</strong></p><p>GB200超算体系则构成了Nvidia NVL72机架级AI超级体系的核心，<strong>GB200 NVL72 则是一款机架级超算系统，它使用NVLink交换设备将庞大的36个GB200超算拼接成一个更加庞大的系统。该大型系统旨在支持超大规模的训练和推理任务，比如黄仁勋近期提出的“国家级主权AI数据中心”，该大型系统可处理高达27万亿个参数的大语言模型。</strong></p><p><strong>华尔街“1000美元阵营”愈发庞大! 英伟达股价破千，可能只是时间问题</strong></p><p>高盛分析师Toshiya Hari在最新发布的报告中写道:“我们预计Blackwell架构AI GPU系列将成为英伟达历史上增长最快的产品，预计<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>公司(AMZN.US)、Alphabet旗下<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>(GOOGL.US)、Facebook母公司<a href=\"https://laohu8.com/S/META\">Meta Platforms</a>(META.US)和<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.US)等科技巨头将在今年晚些时候推出基于Blackwell的云计算服务生态。”</p><p>“我们从主题演讲中重新认识到，英伟达在数据中心规模、庞大的算力生态系统、广泛的客户和合作伙伴关系方面的独特创新能力，以及它作为正在进行的生成式人工智能基础设施建设的关键推动者和受益者之一的引人注目的地位。”Hari写道。</p><p>财务展望和市场影响方面，高盛分析师Hari将英伟达2026-2027财年的总营收和NON-GAAP会计准则基准下的每股收益预期分别上调10%和11%。高盛表示，<strong>这种乐观情绪源于英伟达AI GPU强劲无比的需求和供应动态，以及英伟达在生成式人工智能方面的先锋作用，加之英伟达战略性地推出了承诺更高AI训练/推理效率和更低计算成本的AI GPU产品。</strong></p><p>高盛还表示，英伟达数据中心创新步伐全面加速不仅巩固了其竞争优势，也给AMD(AMD.US)等AI芯片领域的竞争对手带来巨大挑战，“AMD需要跟上英伟达的创新周期，以保持/扩大其在数据中心AI GPU加速市场的份额。”高盛在报告中写道。</p><p>此外，高盛认为英伟达AI GPU的强劲需求这对存储巨头<a href=\"https://laohu8.com/S/MU\">美光科技</a>(MU.US)来说是个好兆头，基于Blackwell架构的存储密度预计将显著增加，预测DRAM存储行业在HBM存储需求带动之下前景非常乐观。</p><p>总之，<strong>高盛重申该机构对英伟达股票的”买入“评级，并将其12个月期限的目标价从875美元大幅上调至1,000美元。这一调整不仅反映了GTC 2024宣布的新产品的直接影响，也反映出高盛对于英伟达有能力全面推动多行业人工智能革命并从中受益的更广泛的信念。</strong></p><p>高盛上调英伟达目标价至1000美元大关后，意味着这家华尔街投行巨头正式加入“1000美元阵营”，<strong>在此之前已经有多家华尔街投资机构予以英伟达1000美元，甚至1000美元以上的目标价。</strong>英伟达截至周二美股收盘，收于893.98美元。2023年涨幅高达240%，2024年以来涨幅已高达80%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bfee7a619c015b327fefd169757c76cc\" tg-width=\"1071\" tg-height=\"644\"/></p><p>在GTC大会前夕，<strong>Truist Securities将英伟达目标价从911美元大幅上调至1177美元;HSBC将英伟达目标价从880美元大幅上调至1050美元;美国银行将英伟达目标价从925美元大幅上调至1100美元</strong>。GTC大会之后，<strong>Keybanc重申英伟达1100美元目标价；Wedbush重申1000美元目标价;Susquehanna将目标价从850美元上调至1050美元。</strong></p><p><strong>知名机构Cantor Fitzgerald则在英伟达3月8日暴跌超5%之后，对于英伟达的目标价从此前予以的900美元大幅上调至1200美元，并强调逢低买入原则，1200美元的目标价与另一机构Loop Capital的目标价位列华尔街最高目标价。</strong></p><p><strong>AI融万物之势席卷而来! 英伟达誓成为“背后的算力巨头”</strong></p><p>高盛分析师Hari发布的报告还强调了<strong>英伟达不断扩大的覆盖至各行各业的强大“AI算力生态系统”，包括企业软件、医疗保健和汽车/<a href=\"https://laohu8.com/S/300024\">机器人</a>等多个AI应用领域的各种合作伙伴关系。“</strong>这些合作，以及NIM和CUDA-X等新型算力云服务，表明了英伟达致力于在行业垂直领域实现人工智能技术全面普及。”高盛强调，英伟达与各行各业领导者们的合作关系预计将增强英伟达在AI领域的竞争优势，并加深其软硬件生态在多个行业的渗透率。</p><p>黄仁勋美东时间3月18日的演讲拉开了为期四天的GTC活动序幕，这场活动被称为人工智能开发行业的“Woodstock”。黄仁勋在演讲中多次暗示，AI融入世间万物的大趋势已经全面降临，而英伟达将是与AI有关的一切背后的“算力巨头”<strong>。英伟达试图通过让全球企业和各国政府更容易地使用英伟达的软件、硬件以及CUDA等软硬件协同服务平台，进而实现快速布局基于英伟达生态的人工智能基础设施。</strong></p><p><strong>黄仁勋大会上还强调了英伟达算力所支撑的人工智能体系如何在各个行业中发挥作用，包括金融服务、公共安全、医疗保健、零售和电信等众多行业。演讲内容覆盖了使用大语言模型(LLM)提高银行和交易效率的方法，以及生成式AI在政府运营、医疗保健创新以及零售消费场景中为客户提供个性化购物体验的应用。</strong></p><p>比如，英伟达所提供的Omniverse软件和服务，允许用户创建真实世界物品的数字双胞胎(也被称作数字孪生系统)，该软件和服务即将应用于<a href=\"https://laohu8.com/S/AAPL\">苹果</a>的Vision Pro头显;英伟达数据中心将向用户设备发送图像和视频，为用户提供更逼真的体验。</p><p>英伟达透露，德国科技巨头<a href=\"https://laohu8.com/S/0P6M.UK\">西门子公司</a>已将Omniverse集成到其Xcelerator工业设计软件中;全球知名造船商HD现代则计划首先在虚拟世界中建造完整的船只，从而在建造过程中使用该技术节省大量时间和金钱。<strong>美国消费日用品以及医药巨头<a href=\"https://laohu8.com/S/JNJ\">强生</a>公司则表示，正在使用英伟达技术加快人工智能相关软件的开发，该软件将在手术中使用基于英伟达GPU算力支持的先进AI分析。</strong></p><p>根据市场研究机构Gartner最新预测，<strong>到2024年AI芯片市场规模将较上一年增长 25.6%，达到671亿美元，预计到2027年，AI芯片市场规模预计将是2023年规模的两倍以上，达到1194亿美元。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/12bcc11115901260af9a3b4f0f35c39e\" tg-width=\"1048\" tg-height=\"271\"/></p><p><strong>随着ChatGPT和Sora等以消费者应用为中心的生成式人工智能应用程序接连问世，全球企业纷纷参与布局AI技术的热潮，或将推动一场长达十年的AI繁荣发展时代。</strong>根据Mandeep Singh领导的彭博行业研究分析师发布的一份最新报告，预计到2032年，<strong>生成式人工智能市场的总营收规模将从去年的400亿美元增长到1.3万亿美元，这一市场可谓10年间有望翻32倍，以高达42%的复合速度高速增长。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f406764e7bba2ac2d67e91ba549a4571\" tg-width=\"888\" tg-height=\"485\"/></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>AI热潮席卷全球，“算力之王”英伟达涨势未止！下一站，1000美元？</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\">\nAI热潮席卷全球，“算力之王”英伟达涨势未止！下一站，1000美元？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-20 15:40 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1088943.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>AI芯片领域领导者英伟达在GTC 2024大会宣布推出“史上最强AI芯片”——基于Blackwell架构的 AI GPU之后，来自华尔街大行高盛的股票分析师Toshiya Hari表示极度看好这家全球市值最高的芯片公司业绩以及股价前景，尤其强调英伟达在数据中心AI芯片领域无与伦比的影响力与创新能力。在全球企业以及政府部门纷纷布局AI的这股热潮刺激下，华尔街投行巨头高盛对英伟达的发展轨迹充满信心，...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1088943.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/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","BK4585":"ETF&股票定投概念","BK4567":"ESG概念","BK4534":"瑞士信贷持仓","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0079474960.USD":"联博美国增长基金A","NVDA":"英伟达","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4550":"红杉资本持仓","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","BK4141":"半导体产品","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","LU0109392836.USD":"富兰克林科技股A","BK4551":"寇图资本持仓","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","BK4549":"软银资本持仓","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4548":"巴美列捷福持仓","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4532":"文艺复兴科技持仓","LU0444971666.USD":"天利全球科技基金","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","LU0289961442.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (SGD) ACC","BK4529":"IDC概念","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4554":"元宇宙及AR概念"},"source_url":"http://www.zhitongcaijing.com/content/detail/1088943.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2420760089","content_text":"AI芯片领域领导者英伟达在GTC 2024大会宣布推出“史上最强AI芯片”——基于Blackwell架构的 AI GPU之后，来自华尔街大行高盛的股票分析师Toshiya Hari表示极度看好这家全球市值最高的芯片公司业绩以及股价前景，尤其强调英伟达在数据中心AI芯片领域无与伦比的影响力与创新能力。在全球企业以及政府部门纷纷布局AI的这股热潮刺激下，华尔街投行巨头高盛对英伟达的发展轨迹充满信心，因此大幅上调英伟达的股价目标，目前设定在雄心勃勃的1000美元，比之前的875美元目标大幅上涨。英伟达CEO黄仁勋在GTC 2024大会上表示，训练一个1.8万亿参数模型此前需要高达8000个基于 Hopper架构的AI GPU和高达15兆瓦的功率。如今，这位英伟达首席执行官表示仅仅2000个 基于Blackwell架构的AI GPU 就可以做到这一点，而功耗仅为4兆瓦。黄仁勋还强调道，Blackwell架构的成本和能耗较前代改善25倍，基于Blackwell架构的硬件在AI训练领域性能是上一代Hopper的2.5倍，制程方面采用台积电4NP制程，支持多达10万亿参数的模型进行AI训练和实时大语言模型(LLM)推理。英伟达全新旗舰款AI GPU——基于Blackwell架构的B200重磅问世本次GTC英伟达所发布的Blackwell架构系列AI GPU包括三个型号：B100、B200 和Grace-Blackwell Superchip(GB200)，B100为上一代的基础继任产品，性能相较于H100全面提升，如果数据中心已配置基于上一代Hopper架构的英伟达DGX H100 系统，将非常适合升级至B100。B200与GB200性能则更强大。毫无疑问，英伟达GTC大会上全新推出的旗舰款AI芯片——B200 AI GPU最大的特点就在于其堪称史上最强大的AI算力，黄仁勋表示，B200 GPU整体AI算力高达20PFlops，远超上一代Hopper架构的H100能达到的4PFLOPs，也就是说性能乃当前全球最高性能AI GPU——H100性能的整整5倍，从而可以让AI大模型厂商们训练出更加复杂的大语言模型(LLM)。B200 GPU总晶体管数量则达到2080亿个，是上一代H100(800亿)的2倍多。GB200超算系统性能则可谓“全球独一档”算力系统的存在。英伟达基于两个B200 AI GPU以及自研Grace CPU所打造的AI超算系统GB200，基于大语言模型(LLM)的推理工作负载性能则瞬间能够提升30倍，同时与上一代 Hopper架构相比，GB200成本和能耗大幅度降低约25倍。在具有1750亿个参数级别的GPT-3 LLM基准上，黄仁勋表示，GB200的推理性能是H100系统的7倍，并且提供了4倍于H100系统的训练速度。GB200超算体系则构成了Nvidia NVL72机架级AI超级体系的核心，GB200 NVL72 则是一款机架级超算系统，它使用NVLink交换设备将庞大的36个GB200超算拼接成一个更加庞大的系统。该大型系统旨在支持超大规模的训练和推理任务，比如黄仁勋近期提出的“国家级主权AI数据中心”，该大型系统可处理高达27万亿个参数的大语言模型。华尔街“1000美元阵营”愈发庞大! 英伟达股价破千，可能只是时间问题高盛分析师Toshiya Hari在最新发布的报告中写道:“我们预计Blackwell架构AI GPU系列将成为英伟达历史上增长最快的产品，预计亚马逊公司(AMZN.US)、Alphabet旗下谷歌(GOOGL.US)、Facebook母公司Meta Platforms(META.US)和微软(MSFT.US)等科技巨头将在今年晚些时候推出基于Blackwell的云计算服务生态。”“我们从主题演讲中重新认识到，英伟达在数据中心规模、庞大的算力生态系统、广泛的客户和合作伙伴关系方面的独特创新能力，以及它作为正在进行的生成式人工智能基础设施建设的关键推动者和受益者之一的引人注目的地位。”Hari写道。财务展望和市场影响方面，高盛分析师Hari将英伟达2026-2027财年的总营收和NON-GAAP会计准则基准下的每股收益预期分别上调10%和11%。高盛表示，这种乐观情绪源于英伟达AI GPU强劲无比的需求和供应动态，以及英伟达在生成式人工智能方面的先锋作用，加之英伟达战略性地推出了承诺更高AI训练/推理效率和更低计算成本的AI GPU产品。高盛还表示，英伟达数据中心创新步伐全面加速不仅巩固了其竞争优势，也给AMD(AMD.US)等AI芯片领域的竞争对手带来巨大挑战，“AMD需要跟上英伟达的创新周期，以保持/扩大其在数据中心AI GPU加速市场的份额。”高盛在报告中写道。此外，高盛认为英伟达AI GPU的强劲需求这对存储巨头美光科技(MU.US)来说是个好兆头，基于Blackwell架构的存储密度预计将显著增加，预测DRAM存储行业在HBM存储需求带动之下前景非常乐观。总之，高盛重申该机构对英伟达股票的”买入“评级，并将其12个月期限的目标价从875美元大幅上调至1,000美元。这一调整不仅反映了GTC 2024宣布的新产品的直接影响，也反映出高盛对于英伟达有能力全面推动多行业人工智能革命并从中受益的更广泛的信念。高盛上调英伟达目标价至1000美元大关后，意味着这家华尔街投行巨头正式加入“1000美元阵营”，在此之前已经有多家华尔街投资机构予以英伟达1000美元，甚至1000美元以上的目标价。英伟达截至周二美股收盘，收于893.98美元。2023年涨幅高达240%，2024年以来涨幅已高达80%。在GTC大会前夕，Truist Securities将英伟达目标价从911美元大幅上调至1177美元;HSBC将英伟达目标价从880美元大幅上调至1050美元;美国银行将英伟达目标价从925美元大幅上调至1100美元。GTC大会之后，Keybanc重申英伟达1100美元目标价；Wedbush重申1000美元目标价;Susquehanna将目标价从850美元上调至1050美元。知名机构Cantor Fitzgerald则在英伟达3月8日暴跌超5%之后，对于英伟达的目标价从此前予以的900美元大幅上调至1200美元，并强调逢低买入原则，1200美元的目标价与另一机构Loop Capital的目标价位列华尔街最高目标价。AI融万物之势席卷而来! 英伟达誓成为“背后的算力巨头”高盛分析师Hari发布的报告还强调了英伟达不断扩大的覆盖至各行各业的强大“AI算力生态系统”，包括企业软件、医疗保健和汽车/机器人等多个AI应用领域的各种合作伙伴关系。“这些合作，以及NIM和CUDA-X等新型算力云服务，表明了英伟达致力于在行业垂直领域实现人工智能技术全面普及。”高盛强调，英伟达与各行各业领导者们的合作关系预计将增强英伟达在AI领域的竞争优势，并加深其软硬件生态在多个行业的渗透率。黄仁勋美东时间3月18日的演讲拉开了为期四天的GTC活动序幕，这场活动被称为人工智能开发行业的“Woodstock”。黄仁勋在演讲中多次暗示，AI融入世间万物的大趋势已经全面降临，而英伟达将是与AI有关的一切背后的“算力巨头”。英伟达试图通过让全球企业和各国政府更容易地使用英伟达的软件、硬件以及CUDA等软硬件协同服务平台，进而实现快速布局基于英伟达生态的人工智能基础设施。黄仁勋大会上还强调了英伟达算力所支撑的人工智能体系如何在各个行业中发挥作用，包括金融服务、公共安全、医疗保健、零售和电信等众多行业。演讲内容覆盖了使用大语言模型(LLM)提高银行和交易效率的方法，以及生成式AI在政府运营、医疗保健创新以及零售消费场景中为客户提供个性化购物体验的应用。比如，英伟达所提供的Omniverse软件和服务，允许用户创建真实世界物品的数字双胞胎(也被称作数字孪生系统)，该软件和服务即将应用于苹果的Vision Pro头显;英伟达数据中心将向用户设备发送图像和视频，为用户提供更逼真的体验。英伟达透露，德国科技巨头西门子公司已将Omniverse集成到其Xcelerator工业设计软件中;全球知名造船商HD现代则计划首先在虚拟世界中建造完整的船只，从而在建造过程中使用该技术节省大量时间和金钱。美国消费日用品以及医药巨头强生公司则表示，正在使用英伟达技术加快人工智能相关软件的开发，该软件将在手术中使用基于英伟达GPU算力支持的先进AI分析。根据市场研究机构Gartner最新预测，到2024年AI芯片市场规模将较上一年增长 25.6%，达到671亿美元，预计到2027年，AI芯片市场规模预计将是2023年规模的两倍以上，达到1194亿美元。随着ChatGPT和Sora等以消费者应用为中心的生成式人工智能应用程序接连问世，全球企业纷纷参与布局AI技术的热潮，或将推动一场长达十年的AI繁荣发展时代。根据Mandeep Singh领导的彭博行业研究分析师发布的一份最新报告，预计到2032年，生成式人工智能市场的总营收规模将从去年的400亿美元增长到1.3万亿美元，这一市场可谓10年间有望翻32倍，以高达42%的复合速度高速增长。","news_type":1},"isVote":1,"tweetType":1,"viewCount":593,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":296240693907616,"gmtCreate":1713362015471,"gmtModify":1713362016882,"author":{"id":"3575934796931817","authorId":"3575934796931817","name":"牛宝Baoni","avatar":"https://static.tigerbbs.com/b166e4774d6ff5b2c22e6924df1cf0c4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575934796931817","authorIdStr":"3575934796931817"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> 太差了，起不来了","listText":"<a href=\"https://laohu8.com/S/MU\">$美光科技(MU)$</a> 太差了，起不来了","text":"$美光科技(MU)$ 太差了，起不来了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/296240693907616","isVote":1,"tweetType":1,"viewCount":623,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":283493147463840,"gmtCreate":1710251027378,"gmtModify":1710251108208,"author":{"id":"3575934796931817","authorId":"3575934796931817","name":"牛宝Baoni","avatar":"https://static.tigerbbs.com/b166e4774d6ff5b2c22e6924df1cf0c4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575934796931817","authorIdStr":"3575934796931817"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a><v-v data-views=\"1\"></v-v> 比特币大涨你跟着莫名其妙跌三天，太不给力了","listText":"<a href=\"https://laohu8.com/S/COIN\">$Coinbase Global, Inc.(COIN)$&nbsp;</a><v-v data-views=\"1\"></v-v> 比特币大涨你跟着莫名其妙跌三天，太不给力了","text":"$Coinbase Global, Inc.(COIN)$ 比特币大涨你跟着莫名其妙跌三天，太不给力了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/283493147463840","isVote":1,"tweetType":1,"viewCount":692,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":658187969,"gmtCreate":1682478533751,"gmtModify":1682478534809,"author":{"id":"3575934796931817","authorId":"3575934796931817","name":"牛宝Baoni","avatar":"https://static.tigerbbs.com/b166e4774d6ff5b2c22e6924df1cf0c4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575934796931817","authorIdStr":"3575934796931817"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$&nbsp;</a>","listText":"<a href=\"https://laohu8.com/S/09626\">$哔哩哔哩-W(09626)$&nbsp;</a>","text":"$哔哩哔哩-W(09626)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/658187969","isVote":1,"tweetType":1,"viewCount":412,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":653347589,"gmtCreate":1680596638141,"gmtModify":1680596638979,"author":{"id":"3575934796931817","authorId":"3575934796931817","name":"牛宝Baoni","avatar":"https://static.tigerbbs.com/b166e4774d6ff5b2c22e6924df1cf0c4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575934796931817","authorIdStr":"3575934796931817"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$&nbsp;</a>","listText":"<a href=\"https://laohu8.com/S/09888\">$百度集团-SW(09888)$&nbsp;</a>","text":"$百度集团-SW(09888)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653347589","isVote":1,"tweetType":1,"viewCount":142,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":621091323,"gmtCreate":1671721579963,"gmtModify":1671721580570,"author":{"id":"3575934796931817","authorId":"3575934796931817","name":"牛宝Baoni","avatar":"https://static.tigerbbs.com/b166e4774d6ff5b2c22e6924df1cf0c4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575934796931817","authorIdStr":"3575934796931817"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$&nbsp;</a>","listText":"<a href=\"https://laohu8.com/S/BILI\">$哔哩哔哩(BILI)$&nbsp;</a>","text":"$哔哩哔哩(BILI)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/621091323","isVote":1,"tweetType":1,"viewCount":1398,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":666310728,"gmtCreate":1665412403364,"gmtModify":1665412404177,"author":{"id":"3575934796931817","authorId":"3575934796931817","name":"牛宝Baoni","avatar":"https://static.tigerbbs.com/b166e4774d6ff5b2c22e6924df1cf0c4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575934796931817","authorIdStr":"3575934796931817"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a>","listText":"<a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a>","text":"$标普500ETF(SPY)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/666310728","isVote":1,"tweetType":1,"viewCount":38,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":668117160,"gmtCreate":1664464425150,"gmtModify":1664464578261,"author":{"id":"3575934796931817","authorId":"3575934796931817","name":"牛宝Baoni","avatar":"https://static.tigerbbs.com/b166e4774d6ff5b2c22e6924df1cf0c4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575934796931817","authorIdStr":"3575934796931817"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SQM\">$智利矿业化工(SQM)$</a>","listText":"<a href=\"https://laohu8.com/S/SQM\">$智利矿业化工(SQM)$</a>","text":"$智利矿业化工(SQM)$","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/668117160","isVote":1,"tweetType":1,"viewCount":349,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":326052644,"gmtCreate":1615566581788,"gmtModify":1703491126483,"author":{"id":"3575934796931817","authorId":"3575934796931817","name":"牛宝Baoni","avatar":"https://static.tigerbbs.com/b166e4774d6ff5b2c22e6924df1cf0c4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575934796931817","authorIdStr":"3575934796931817"},"themes":[],"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326052644","repostId":"328474658","repostType":1,"repost":{"id":328474658,"gmtCreate":1615554180000,"gmtModify":1703490868381,"author":{"id":"3524105760314666","authorId":"3524105760314666","name":"华商韬略","avatar":"https://static.tigerbbs.com/fbcbbcdfdd125576e4d9038a38b0dc86","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3524105760314666","authorIdStr":"3524105760314666"},"themes":[],"title":"市值观察丨8年赚50亿身家，用3000块薪水组队创业的他，抓住了怎样的机会？","htmlText":"作 者：赛 文 图片：网络、图虫创意 来源：市值观察（ID：shizhiguancha） 3月3日，“投影一哥”极米科技正式登陆科创板，收盘价530元，涨幅达296.33%。上市后，极米创始人钟波持有公司18.76%的股份，按照3月10日收盘价510元计算，钟波的身家接近50亿元。 创业8年，技术出身的钟波凭借怎样的能力，让极米坐上国内智能投影的第一把交椅的？ 1 车库创业者 钟波1980年出生在四川自贡，电子科技大学毕业后，他先是放弃进入空军大院的名额，又先后就职于海信电视和晨星半导体，主攻电视芯片技术。 为海信和晨星工作的十年里，他成为了晨星西南区技术总监，拿到了百万年薪和晨星五百万的股权，并获得机会重仓港股中的腾讯，借着腾讯股价的飙升，让自己身价迅速过亿。 钟波在技术上的十年钻研，让他获得了比财富自由更重要的东西——对电视行业发展趋势的判断，即实体屏幕难寻提升，未来的电视一定是无屏的。 让钟波下定决心辞职创业的，是偶然被推送到他面前的一段视频。 “那是一段iPhone5的概念视频，很炫，手机可以投影，键盘、屏幕都是投影出来的。” 概念片中光影散发的魅力让钟波仿佛听到了来自未来的召唤，他随即辞掉了年薪百万的工作，拉来同事和同学，毅然决然地投入到了投影仪的创业研发中，极米科技诞生了。 虽然如今极米市值已经超过250亿元，但它的诞生地不过是位于成都郊区的一栋三层高的毛坯房。2013年，这栋房子租金5000元，房间里空无一物。钟波和他的创业伙伴得自己刷墙，自己买来上下铺的铁架床安装，工作和生活都在这个毛坯房。 彼时身价亿元的钟波并不是租不起别的房子，他一定选择要在这开始创业原因就在于这栋别墅有一个车库。钟波想到了那些传奇的车库创业者，和微软、谷歌、苹果、YouTube、戴尔这些诞生于车库的伟大企业。 于是，极米这帮以车库创业者自居的技术宅男们，搞模型在车库，做设计去二楼，晚上","listText":"作 者：赛 文 图片：网络、图虫创意 来源：市值观察（ID：shizhiguancha） 3月3日，“投影一哥”极米科技正式登陆科创板，收盘价530元，涨幅达296.33%。上市后，极米创始人钟波持有公司18.76%的股份，按照3月10日收盘价510元计算，钟波的身家接近50亿元。 创业8年，技术出身的钟波凭借怎样的能力，让极米坐上国内智能投影的第一把交椅的？ 1 车库创业者 钟波1980年出生在四川自贡，电子科技大学毕业后，他先是放弃进入空军大院的名额，又先后就职于海信电视和晨星半导体，主攻电视芯片技术。 为海信和晨星工作的十年里，他成为了晨星西南区技术总监，拿到了百万年薪和晨星五百万的股权，并获得机会重仓港股中的腾讯，借着腾讯股价的飙升，让自己身价迅速过亿。 钟波在技术上的十年钻研，让他获得了比财富自由更重要的东西——对电视行业发展趋势的判断，即实体屏幕难寻提升，未来的电视一定是无屏的。 让钟波下定决心辞职创业的，是偶然被推送到他面前的一段视频。 “那是一段iPhone5的概念视频，很炫，手机可以投影，键盘、屏幕都是投影出来的。” 概念片中光影散发的魅力让钟波仿佛听到了来自未来的召唤，他随即辞掉了年薪百万的工作，拉来同事和同学，毅然决然地投入到了投影仪的创业研发中，极米科技诞生了。 虽然如今极米市值已经超过250亿元，但它的诞生地不过是位于成都郊区的一栋三层高的毛坯房。2013年，这栋房子租金5000元，房间里空无一物。钟波和他的创业伙伴得自己刷墙，自己买来上下铺的铁架床安装，工作和生活都在这个毛坯房。 彼时身价亿元的钟波并不是租不起别的房子，他一定选择要在这开始创业原因就在于这栋别墅有一个车库。钟波想到了那些传奇的车库创业者，和微软、谷歌、苹果、YouTube、戴尔这些诞生于车库的伟大企业。 于是，极米这帮以车库创业者自居的技术宅男们，搞模型在车库，做设计去二楼，晚上","text":"作 者：赛 文 图片：网络、图虫创意 来源：市值观察（ID：shizhiguancha） 3月3日，“投影一哥”极米科技正式登陆科创板，收盘价530元，涨幅达296.33%。上市后，极米创始人钟波持有公司18.76%的股份，按照3月10日收盘价510元计算，钟波的身家接近50亿元。 创业8年，技术出身的钟波凭借怎样的能力，让极米坐上国内智能投影的第一把交椅的？ 1 车库创业者 钟波1980年出生在四川自贡，电子科技大学毕业后，他先是放弃进入空军大院的名额，又先后就职于海信电视和晨星半导体，主攻电视芯片技术。 为海信和晨星工作的十年里，他成为了晨星西南区技术总监，拿到了百万年薪和晨星五百万的股权，并获得机会重仓港股中的腾讯，借着腾讯股价的飙升，让自己身价迅速过亿。 钟波在技术上的十年钻研，让他获得了比财富自由更重要的东西——对电视行业发展趋势的判断，即实体屏幕难寻提升，未来的电视一定是无屏的。 让钟波下定决心辞职创业的，是偶然被推送到他面前的一段视频。 “那是一段iPhone5的概念视频，很炫，手机可以投影，键盘、屏幕都是投影出来的。” 概念片中光影散发的魅力让钟波仿佛听到了来自未来的召唤，他随即辞掉了年薪百万的工作，拉来同事和同学，毅然决然地投入到了投影仪的创业研发中，极米科技诞生了。 虽然如今极米市值已经超过250亿元，但它的诞生地不过是位于成都郊区的一栋三层高的毛坯房。2013年，这栋房子租金5000元，房间里空无一物。钟波和他的创业伙伴得自己刷墙，自己买来上下铺的铁架床安装，工作和生活都在这个毛坯房。 彼时身价亿元的钟波并不是租不起别的房子，他一定选择要在这开始创业原因就在于这栋别墅有一个车库。钟波想到了那些传奇的车库创业者，和微软、谷歌、苹果、YouTube、戴尔这些诞生于车库的伟大企业。 于是，极米这帮以车库创业者自居的技术宅男们，搞模型在车库，做设计去二楼，晚上","images":[{"img":"https://static.tigerbbs.com/cdd3736c175043df91f3286f333a6cc1","width":"836","height":"639"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/328474658","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":525,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":367830825,"gmtCreate":1614933138767,"gmtModify":1703483102398,"author":{"id":"3575934796931817","authorId":"3575934796931817","name":"牛宝Baoni","avatar":"https://static.tigerbbs.com/b166e4774d6ff5b2c22e6924df1cf0c4","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3575934796931817","authorIdStr":"3575934796931817"},"themes":[],"htmlText":"关注关注","listText":"关注关注","text":"关注关注","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/367830825","repostId":"1192602001","repostType":4,"isVote":1,"tweetType":1,"viewCount":526,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}