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Y_0421

Y_0421

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2023-07-05

长的也太像了吧，光看图还以为是亲姐弟[捂脸]

苏姿丰与黄仁勋，AI面前无情分

2021-11-16

$金沙中国有限公司(01928)$批赌牌了吗？这么涨

2021-11-05

$富途控股(FUTU)$正片开始了，跌啊

2021-10-12

中信反买，别墅靠海，刚发就暴跌，真有你的狗信

中信建投：维持港交所(00388)“买入”评级目标价620港元

2021-09-07

$思考乐教育(01769)$为了呵护祖国花朵，加油跌成仙股吧

2021-08-05

$思考乐教育(01769)$应该当仙股的东西怎么这么多人炒？等着被割韭菜呢

2021-07-23

$高途(GOTU)$卧槽，这也太恐怖了

2021-07-12

花旗反买，别墅靠海

花旗：予掌门教育(ZME.US)“买入”评级多项业务预计持续高增目标价17美元

2021-07-06

$维他奶国际(00345)$目标20%

2021-07-02

$好未来(TAL)$今天就在这个区间波动了？？操盘太明显了吧

2021-06-23

$高途(GOTU)$还好昨天平仓了[开心] ，等到18再回来，这股怎么上上下下的和meme一样

2021-06-23

$小鹏汽车(XPEV)$手速过慢，希望小鹏大涨[看涨]

2021-06-23

希望盘前上车是个正确的决定[看涨] ps：手速太慢，41以下的筹码买不到了

2021-06-16

$高途(GOTU)$风里雨里，十元等你

2021-06-08

$洪恩教育(IH)$有什么利好消息么？教育股跌他大涨

2021-06-06

$好未来(TAL)$保护祖国花朵，吾辈义不容辞，教育机构就不应该以盈利为目的。

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,"htmlText":"长的也太像了吧，光看图还以为是亲姐弟[捂脸]&nbsp;","listText":"长的也太像了吧，光看图还以为是亲姐弟[捂脸]&nbsp;","text":"长的也太像了吧，光看图还以为是亲姐弟[捂脸]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/194556771651848","repostId":"1136431009","repostType":2,"repost":{"id":"1136431009","pubTimestamp":1688459144,"share":"https://www.laohu8.com/m/news/1136431009?lang=&edition=full","pubTime":"2023-07-04 16:25","market":"us","language":"zh","title":"苏姿丰与黄仁勋，AI面前无情分","url":"https://stock-news.laohu8.com/highlight/detail?id=1136431009","media":"AI蓝媒汇","summary":"AMD可能是如今英伟达在全球范围内唯一需要警惕的敌人。","content":"<html><head></head><body><p style=\"text-align: start;\">　　作者|黑羊</p><p style=\"text-align: start;\">　　这可能是AMD近年来最艰难的一场发布会。</p><p style=\"text-align: start;\">　　最近几个月，AMD的同期季报不仅令市场失望，股价也跑输了NVIDIA。而在产品上，NVIDIA最新针对AI市场推出的芯片，几乎成为悬在AMD头顶的一支达摩利克斯之剑。</p><p style=\"text-align: start;\">　　尽管在北京时间6月14日凌晨1点，53岁的AMD董事长兼CEO苏姿丰，身着一件蓝宝石色西装，步伐轻快的走上前台，但整个硅谷、甚至全球IT界都明白，如果接下来的一个多小时里，苏姿丰发布的产品没有另他们兴奋，那AMD可能就完蛋了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/62a12878e5968a1c5a2b209dc56de070\" alt=\"\" title=\"\" tg-width=\"550\" tg-height=\"313\"/></p><p style=\"text-align: start;\">　　图/AMD董事长兼CEO 苏姿丰</p><p style=\"text-align: start;\">　　结果，出人意料。</p><p style=\"text-align: start;\">　　第四代EPYC处理器、Instinct MI300X加速器等最新产品，让所有人都觉得AMD在AI时代又站了起来，并挑战了NVIDIA在加速芯片界的权威。</p><p style=\"text-align: start;\">　　而两家公司的老板，苏姿丰和黄仁勋又被媒体同时放到了AI时代的头排C位。</p><p style=\"text-align: start;\">　　《福布斯》在这场发布会后撰文，甚至称二人的竞争是“一个疯子和另外一个疯子比赛”“ AMD可能是如今英伟达在全球范围内唯一需要警惕的敌人”。</p><p style=\"text-align: start;\">　　确实是这样。</p><p style=\"text-align: start;\">　　这两个头脑极端聪明的家伙，前者成为AMD CEO的9年里，将这家一度濒临破产的公司从绝境带入重生，十年间股价大涨近30倍；而后者凭借一己之力，让NVIDIA成为显示芯片界的风向标，数字币时代的矿场基础设施、AI时代的算力之王，市值在最近一个月内突破万亿美元。</p><p style=\"text-align: start;\">　　两人同样出生于中国台湾省，同样幼年移民美国，同样在大学中选修电子相关专业，一个毕业于麻省理工学院，另一个在斯坦福拿到硕士学位。</p><p style=\"text-align: start;\">　　黄仁勋是苏姿丰的表舅。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26c854293f9576d3ab072913672cb096\" alt=\"\" title=\"\" tg-width=\"550\" tg-height=\"550\"/></p><p style=\"text-align: start;\">　　图片来自网络</p><p style=\"text-align: start;\">　　这段令人匪夷所思的亲戚关系，牵涉的家族体系极为复杂、庞大，但从另一个角度说，这其实又没什么意义，因为在亲戚关系之外的商业围场里，AMD与NVIDIA、苏姿丰与黄仁勋、技术突破与AI风口，层层叠叠，都真枪实弹的各自为战。</p><p style=\"text-align: start;\">　　在AI芯片的江湖中，从不谈情面。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3355ddd62261507666df5844a99dd1fc\" alt=\"\" title=\"\" tg-width=\"550\" tg-height=\"53\"/></p><p style=\"text-align: start;\">　　对手</p><p style=\"text-align: start;\">　　苏姿丰的故事，就是硅谷版霸总爽文。</p><p style=\"text-align: start;\">　　在2014年，她上任摇摇欲坠的AMD CEO，帅三军残兵，力挽狂澜于危难之中，敲定的几笔大订单都是微软、索尼、联想这样的商业巨头，她参与了次世代游戏主机的竞争，又将AMD的股价从2美元不断拉升，还迫使Intel重新审视AMD这位曾经的手下败将。</p><p style=\"text-align: start;\">　　那时彭博社撰文说：她是第一个出任主要半导体公司CEO的女性。</p><p style=\"text-align: start;\">　　但最初，唱衰AMD的媒体们，没人相信女性会在硅谷科技公司中得到权杖。以至于苏姿丰上任的时候，记者们找到她在纽约开车行的父亲苏春槐，想让他说点惋惜的话。</p><p style=\"text-align: start;\">　　苏春槐说：Lisa（苏姿丰）一路都在解这种疑难杂症。</p><p style=\"text-align: start;\">　　说实话，当时已创办45年的AMD也没办法被看好。几乎在苏姿丰上任CEO的同时，AMD发布了2014年Q3财报，其中预计Q4的营收将减少13％——这个数字大幅出乎市场意料。</p><p style=\"text-align: start;\">　　然后就是任职三年的CEO Rory Read退下来，由来到公司才半年苏姿丰接任。</p><p style=\"text-align: start;\">　　其实上任AMD CEO这事儿，在父亲苏春槐看来，和嫁入豪门没什么区别。他对苏姿丰说的话，特别有早年TVB港剧那种味道：人家公司不好才留给你来，这是你立功的机会。</p><p style=\"text-align: start;\">　　于是，半导体女狂人的时代就这么开启了。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4ebb570103704e2aa542fbeb1c85e5c3\" alt=\"\" title=\"\" tg-width=\"550\" tg-height=\"363\"/></p><p style=\"text-align: start;\">　　不过那时，放眼整个硅谷和全球的IT产业，AMD都算不上什么耀眼的明星，那一年Intel定下了售出4000万台采用其凌动处理器平板电脑的目标，在硅谷，人们都热衷于谈论后乔布斯时代冉冉升起的苹果带头人库克，而另外的大明星还有扎克伯格，整个2014年，Facebook为全球经济贡献了2270亿美元，并创造了450万个工作岗位。</p><p style=\"text-align: start;\">　　这个时代还属于另一个“芯片狂人”——NVIDIA的掌门人黄仁勋。</p><p style=\"text-align: start;\">　　他在2014年9月的发布会上，拿出GeForce GTX 980，这是在比特币黄金时代开启前最后一代显卡，当时挖矿产业还没这么疯狂，黄仁勋还需要变着花样的为宣传新显卡性能造势。</p><p style=\"text-align: start;\">　　那天他站在台上，随机送出了100块GeForce GTX 980，之后在全场狂欢声中，黄仁勋成为了那天的IT报道头条。而NVIDIA图形GPU的强大算力，让黄仁勋在日后站到了潮头。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e79a12318fba34695a39bc187b7c0e93\" alt=\"\" title=\"\" tg-width=\"550\" tg-height=\"343\"/></p><p style=\"text-align: start;\">　　2014年，AMD还绝非NVIDIA的对手，前者的市值只有20亿美元，而后者已经达到了108亿美元。</p><p style=\"text-align: start;\">　　况且，当年AMD还没有收购显卡芯片制造商ATI，市场上普遍认为，AMD是一家与Intel直接竞争的通用芯片设计制造商，另外，苏姿丰上台那会，AMD确实没钱，别说收购，就连订单也少得可怜。</p><p style=\"text-align: start;\">　　真正被NVIDIA视为对手的，是在移动端大放异彩的高通和联发科，NVIDIA当时也想钻进手机领域分一杯羹。</p><p style=\"text-align: start;\">　　因此，那时苏姿丰如果对媒体说“黄仁勋是我表舅”——就像在一台美式脱口秀舞台上，讲亚裔伦理笑话，这样的桥段确实可笑，但多少会被认为是个谎言。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3355ddd62261507666df5844a99dd1fc\" alt=\"\" title=\"\" tg-width=\"550\" tg-height=\"53\"/></p><p style=\"text-align: start;\">　　家族</p><p style=\"text-align: start;\">　　不仅苏姿丰，关于这门“亲事”，黄仁勋也回避。</p><p style=\"text-align: start;\">　　苏姿丰从来没叫过黄仁勋表舅，黄仁勋呢，也压根就没谈起过这回事。</p><p style=\"text-align: start;\">　　两人唯一一次同台，是在2022年台积电美国工厂开工时，共同到场祝贺。除此之外，就没有之外了。</p><p style=\"text-align: start;\">　　甚至在2019年时，有记者问苏姿丰“是否与黄仁勋是表亲”的问题，她说：这不是事实。但在2020年的CES专访中，苏姿丰态度有所转变，她说，两人的确是“那种有点复杂的隔代堂表亲”关系。</p><p style=\"text-align: start;\">　　问题来了，为什么是2020年？</p><p style=\"text-align: start;\">　　这一年2月，AMD的市值首次超过老对手Intel，之后又以488亿美元收购了Xilinx，这被视为直接对抗黄仁勋的NVIDIA。虽然两家公司的市值有所差距，但在游戏和图形运算市场上，NVIDIA放眼一看，终于有了劲敌。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/88743436b967c94ab9330e44e801b13e\" alt=\"\" title=\"\" tg-width=\"550\" tg-height=\"362\"/></p><p style=\"text-align: start;\">　　苏姿丰有了十足的底气，不仅Intel把她重新它当成对手，NVIDIA在图显市场上也不得不重视起这位老玩家。</p><p style=\"text-align: start;\">　　这时，苏姿丰将与黄仁勋的亲戚关系公布于众，没人再认为这是句玩笑。</p><p style=\"text-align: start;\">　　而“有点复杂的隔代堂表亲”也绝非一般。那张流传已久的，中国台湾省当地媒体梳理的二人家族关系图谱，仅仅是冰山一角。</p><p style=\"text-align: start;\">　　这段复杂的亲戚关系，甚至涉及到中国台湾省水泥大亨“环球水泥” (环泥)侯氏家族。苏姿丰的外公和黄仁勋的妈妈是兄妹，而黄母亲的姐姐，则是侯家第四代，侯智升、侯智元的外婆。</p><p style=\"text-align: start;\">　　为什么要扯到这样远房的亲戚关系？因为整个侯家子嗣都拥有一种极为优异的的基因——学霸——这一点，同样遗传到了苏姿丰、黄仁勋身上。</p><p style=\"text-align: start;\">　　这就像当年苏姿丰一路跳级，24岁就拿到麻省理工学院MIT电机博士，过程看起来轻松无比。</p><p style=\"text-align: start;\">　　而表舅黄仁勋也非等闲之辈，9岁来到美国后迷上兵乓球，15岁拿到美国乒乓球公开赛双打第三名，同年觉得自己只有球技能却缺乏学识，干脆挂拍，并在转年考上勒冈州立大学读电子专业，之后又利用业余时间，苦读6年成为斯坦福电子工程硕士……</p><p style=\"text-align: start;\">　　这样澎湃的学霸故事，同样在侯家比比皆是，不过那是另外一个故事了。</p><p style=\"text-align: start;\">　　有趣的是，命运往往会为未来的对手或队友提前打下伏笔。</p><p style=\"text-align: start;\">　　1969年，AMD公司成立，同年，苏姿丰在中国台湾省出生，3年后全家人移民到美国纽约；而黄仁勋在俄勒冈大学电子专业毕业后就搬到硅谷，1983年，他的第一分工组是在AMD担任一名芯片设计师。</p><p style=\"text-align: start;\">　　两年后黄仁勋离开AMD时，苏姿丰收到了麻省理工学院机电工程专业录取通知书，她主修的科目，是晶圆基底芯片制造技术。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3355ddd62261507666df5844a99dd1fc\" alt=\"\" title=\"\" tg-width=\"550\" tg-height=\"53\"/></p><p style=\"text-align: start;\">　　竞争</p><p style=\"text-align: start;\">　　在上面一段文字，和接下来的一段文字中间，其实还有一个细节，这让两人的关系看起来更加迷人。</p><p style=\"text-align: start;\">　　2014年，苏姿丰当年刚上任AMD CEO时，曾在德克萨斯州的冰雹中开车四个多小时，去和惠普首席执行官Antonio Neri见面，后者给了她一张订单，让泥潭中的AMD得以获得喘息。</p><p style=\"text-align: start;\">　　然而很多年之后Neri说：可以说，我那时对AMD的上一代产品不再抱有幻想，但她向我展示了她坚持不懈的决心和信念。</p><p style=\"text-align: start;\">　　苏姿丰经历的这些，19年前黄仁勋也经历过。</p><p style=\"text-align: start;\">　　1995年，NVIDIA将所有的资金都耗费在其第一代显卡NV1上，但市场销量却很糟糕，当时黄仁勋手里的资金只够维持公司30天运转，他不得不将公司100多人裁到只剩30人左右。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/8395c3dfea5d7cf39174f539b81f3327\" alt=\"\" title=\"\" tg-width=\"550\" tg-height=\"363\"/></p><p style=\"text-align: start;\">　　之后他飞去日本，找到主机游戏大佬世嘉（SEGA），当时SEGA让NVIDIA为自家的游戏主机“土星”开发显卡，虽然过程和结果都不顺利，但这张700万美元左右的订单给奄奄一息的NVIDIA续了命。</p><p style=\"text-align: start;\">　　冥冥之中，这或许都是贵人相助，但苏姿丰在麻省理工学院纳米结构实验室的负责人Hank Smith说过：她很善于处理人际关系——这句话放在黄仁勋身上，颇有一脉相承的味道。</p><p style=\"text-align: start;\">　　虽然这看起来有种命运耦合的色彩，但在两人、两家公司的竞争中，更多的是唇枪舌剑乃至真刀真枪的对决。</p><p style=\"text-align: start;\">　　2019年1月，AMD发布了全球首款7nm显卡Radeon VII，几乎没有交集的两人爆发了一场小规模的口水战。</p><p style=\"text-align: start;\">　　黄仁勋吐槽说：“这显卡很一般，没啥惊喜的。性能差劲，也没有什么创新”“这是一次奇怪的发布会，也许AMD的人今天起床也是这么想的”。苏姿丰不甘示弱，回击说，“我猜想，他（黄仁勋）应该还没有见过这张卡吧。</p><p style=\"text-align: start;\">　　2019年的时候，两家公司都在为二十世纪下一个十年的AI产业做布局——转年，AMD用350亿美元对Xilinx收购，成了少有能提供GPU、CPU以及FPGA三种产品的厂商，而NVIDIA则宣布启动660亿美元收购ARM，以期望成为一家同时拥有GPU、ARM芯片以及ARM架构的庞然大物。</p><p style=\"text-align: start;\">　　但这项交易最终告吹，多数媒体在评价这起失败的收购时，用了简短有力的表达：AMD笑了。</p><p style=\"text-align: start;\">　　除了商业战场，二者的竞争甚至转移到虚拟领域。</p><p style=\"text-align: start;\">　　几年前，苏姿丰使用AMD的Ryzen芯片变身超级英雄，从眼睛射出激光的8位动画在Twitter上疯传，这可以被理解为一种早期的数字人，而后黄仁勋真假难辨的数字分身，则登上NVIDIA GTC 2021 大会的开幕演讲舞台……</p><p style=\"text-align: start;\">　　怎么说呢，外甥女苏姿丰和表舅黄仁勋之间，有一种超越了技术和商业的依存，商场内外，这俩人没谁都不行。</p><p style=\"text-align: start;\">　　现就像在，在红得发紫的AI领域，黄仁勋先是以一种躺赢和举世无双的姿态，从那件祖传皮衣中掏出各种核弹级别的技术和芯片，在看似“只手遮AI天”的无敌状态下，苏姿丰依旧追赶上来，默默地递给他一张AMD的新品，说：表舅，别太飘，江湖上还有我。</p></body></html>","source":"lmh","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 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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苏姿丰与黄仁勋，AI面前无情分\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-07-04 16:25 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/tech/csj/2023-07-04/doc-imyznvct4190928.shtml><strong>AI蓝媒汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者|黑羊　　这可能是AMD近年来最艰难的一场发布会。　　最近几个月，AMD的同期季报不仅令市场失望，股价也跑输了NVIDIA。而在产品上，NVIDIA最新针对AI市场推出的芯片，几乎成为悬在AMD头顶的一支达摩利克斯之剑。　　尽管在北京时间6月14日凌晨1点，53岁的AMD董事长兼CEO苏姿丰，身着一件蓝宝石色西装，步伐轻快的走上前台，但整个硅谷、甚至全球IT界都明白，如果接下来的一个多小时里，...</p>\n\n<a href=\"https://finance.sina.com.cn/tech/csj/2023-07-04/doc-imyznvct4190928.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/984e32c0798e3f8fd9bfe9325ed7ccd9","relate_stocks":{"AMD":"美国超微公司","NVDA":"英伟达"},"source_url":"https://finance.sina.com.cn/tech/csj/2023-07-04/doc-imyznvct4190928.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1136431009","content_text":"作者|黑羊　　这可能是AMD近年来最艰难的一场发布会。　　最近几个月，AMD的同期季报不仅令市场失望，股价也跑输了NVIDIA。而在产品上，NVIDIA最新针对AI市场推出的芯片，几乎成为悬在AMD头顶的一支达摩利克斯之剑。　　尽管在北京时间6月14日凌晨1点，53岁的AMD董事长兼CEO苏姿丰，身着一件蓝宝石色西装，步伐轻快的走上前台，但整个硅谷、甚至全球IT界都明白，如果接下来的一个多小时里，苏姿丰发布的产品没有另他们兴奋，那AMD可能就完蛋了。　　图/AMD董事长兼CEO 苏姿丰　　结果，出人意料。　　第四代EPYC处理器、Instinct MI300X加速器等最新产品，让所有人都觉得AMD在AI时代又站了起来，并挑战了NVIDIA在加速芯片界的权威。　　而两家公司的老板，苏姿丰和黄仁勋又被媒体同时放到了AI时代的头排C位。　　《福布斯》在这场发布会后撰文，甚至称二人的竞争是“一个疯子和另外一个疯子比赛”“ AMD可能是如今英伟达在全球范围内唯一需要警惕的敌人”。　　确实是这样。　　这两个头脑极端聪明的家伙，前者成为AMD CEO的9年里，将这家一度濒临破产的公司从绝境带入重生，十年间股价大涨近30倍；而后者凭借一己之力，让NVIDIA成为显示芯片界的风向标，数字币时代的矿场基础设施、AI时代的算力之王，市值在最近一个月内突破万亿美元。　　两人同样出生于中国台湾省，同样幼年移民美国，同样在大学中选修电子相关专业，一个毕业于麻省理工学院，另一个在斯坦福拿到硕士学位。　　黄仁勋是苏姿丰的表舅。　　图片来自网络　　这段令人匪夷所思的亲戚关系，牵涉的家族体系极为复杂、庞大，但从另一个角度说，这其实又没什么意义，因为在亲戚关系之外的商业围场里，AMD与NVIDIA、苏姿丰与黄仁勋、技术突破与AI风口，层层叠叠，都真枪实弹的各自为战。　　在AI芯片的江湖中，从不谈情面。　　对手　　苏姿丰的故事，就是硅谷版霸总爽文。　　在2014年，她上任摇摇欲坠的AMD CEO，帅三军残兵，力挽狂澜于危难之中，敲定的几笔大订单都是微软、索尼、联想这样的商业巨头，她参与了次世代游戏主机的竞争，又将AMD的股价从2美元不断拉升，还迫使Intel重新审视AMD这位曾经的手下败将。　　那时彭博社撰文说：她是第一个出任主要半导体公司CEO的女性。　　但最初，唱衰AMD的媒体们，没人相信女性会在硅谷科技公司中得到权杖。以至于苏姿丰上任的时候，记者们找到她在纽约开车行的父亲苏春槐，想让他说点惋惜的话。　　苏春槐说：Lisa（苏姿丰）一路都在解这种疑难杂症。　　说实话，当时已创办45年的AMD也没办法被看好。几乎在苏姿丰上任CEO的同时，AMD发布了2014年Q3财报，其中预计Q4的营收将减少13％——这个数字大幅出乎市场意料。　　然后就是任职三年的CEO Rory Read退下来，由来到公司才半年苏姿丰接任。　　其实上任AMD CEO这事儿，在父亲苏春槐看来，和嫁入豪门没什么区别。他对苏姿丰说的话，特别有早年TVB港剧那种味道：人家公司不好才留给你来，这是你立功的机会。　　于是，半导体女狂人的时代就这么开启了。　　不过那时，放眼整个硅谷和全球的IT产业，AMD都算不上什么耀眼的明星，那一年Intel定下了售出4000万台采用其凌动处理器平板电脑的目标，在硅谷，人们都热衷于谈论后乔布斯时代冉冉升起的苹果带头人库克，而另外的大明星还有扎克伯格，整个2014年，Facebook为全球经济贡献了2270亿美元，并创造了450万个工作岗位。　　这个时代还属于另一个“芯片狂人”——NVIDIA的掌门人黄仁勋。　　他在2014年9月的发布会上，拿出GeForce GTX 980，这是在比特币黄金时代开启前最后一代显卡，当时挖矿产业还没这么疯狂，黄仁勋还需要变着花样的为宣传新显卡性能造势。　　那天他站在台上，随机送出了100块GeForce GTX 980，之后在全场狂欢声中，黄仁勋成为了那天的IT报道头条。而NVIDIA图形GPU的强大算力，让黄仁勋在日后站到了潮头。　　2014年，AMD还绝非NVIDIA的对手，前者的市值只有20亿美元，而后者已经达到了108亿美元。　　况且，当年AMD还没有收购显卡芯片制造商ATI，市场上普遍认为，AMD是一家与Intel直接竞争的通用芯片设计制造商，另外，苏姿丰上台那会，AMD确实没钱，别说收购，就连订单也少得可怜。　　真正被NVIDIA视为对手的，是在移动端大放异彩的高通和联发科，NVIDIA当时也想钻进手机领域分一杯羹。　　因此，那时苏姿丰如果对媒体说“黄仁勋是我表舅”——就像在一台美式脱口秀舞台上，讲亚裔伦理笑话，这样的桥段确实可笑，但多少会被认为是个谎言。　　家族　　不仅苏姿丰，关于这门“亲事”，黄仁勋也回避。　　苏姿丰从来没叫过黄仁勋表舅，黄仁勋呢，也压根就没谈起过这回事。　　两人唯一一次同台，是在2022年台积电美国工厂开工时，共同到场祝贺。除此之外，就没有之外了。　　甚至在2019年时，有记者问苏姿丰“是否与黄仁勋是表亲”的问题，她说：这不是事实。但在2020年的CES专访中，苏姿丰态度有所转变，她说，两人的确是“那种有点复杂的隔代堂表亲”关系。　　问题来了，为什么是2020年？　　这一年2月，AMD的市值首次超过老对手Intel，之后又以488亿美元收购了Xilinx，这被视为直接对抗黄仁勋的NVIDIA。虽然两家公司的市值有所差距，但在游戏和图形运算市场上，NVIDIA放眼一看，终于有了劲敌。　　苏姿丰有了十足的底气，不仅Intel把她重新它当成对手，NVIDIA在图显市场上也不得不重视起这位老玩家。　　这时，苏姿丰将与黄仁勋的亲戚关系公布于众，没人再认为这是句玩笑。　　而“有点复杂的隔代堂表亲”也绝非一般。那张流传已久的，中国台湾省当地媒体梳理的二人家族关系图谱，仅仅是冰山一角。　　这段复杂的亲戚关系，甚至涉及到中国台湾省水泥大亨“环球水泥” (环泥)侯氏家族。苏姿丰的外公和黄仁勋的妈妈是兄妹，而黄母亲的姐姐，则是侯家第四代，侯智升、侯智元的外婆。　　为什么要扯到这样远房的亲戚关系？因为整个侯家子嗣都拥有一种极为优异的的基因——学霸——这一点，同样遗传到了苏姿丰、黄仁勋身上。　　这就像当年苏姿丰一路跳级，24岁就拿到麻省理工学院MIT电机博士，过程看起来轻松无比。　　而表舅黄仁勋也非等闲之辈，9岁来到美国后迷上兵乓球，15岁拿到美国乒乓球公开赛双打第三名，同年觉得自己只有球技能却缺乏学识，干脆挂拍，并在转年考上勒冈州立大学读电子专业，之后又利用业余时间，苦读6年成为斯坦福电子工程硕士……　　这样澎湃的学霸故事，同样在侯家比比皆是，不过那是另外一个故事了。　　有趣的是，命运往往会为未来的对手或队友提前打下伏笔。　　1969年，AMD公司成立，同年，苏姿丰在中国台湾省出生，3年后全家人移民到美国纽约；而黄仁勋在俄勒冈大学电子专业毕业后就搬到硅谷，1983年，他的第一分工组是在AMD担任一名芯片设计师。　　两年后黄仁勋离开AMD时，苏姿丰收到了麻省理工学院机电工程专业录取通知书，她主修的科目，是晶圆基底芯片制造技术。　　竞争　　在上面一段文字，和接下来的一段文字中间，其实还有一个细节，这让两人的关系看起来更加迷人。　　2014年，苏姿丰当年刚上任AMD CEO时，曾在德克萨斯州的冰雹中开车四个多小时，去和惠普首席执行官Antonio Neri见面，后者给了她一张订单，让泥潭中的AMD得以获得喘息。　　然而很多年之后Neri说：可以说，我那时对AMD的上一代产品不再抱有幻想，但她向我展示了她坚持不懈的决心和信念。　　苏姿丰经历的这些，19年前黄仁勋也经历过。　　1995年，NVIDIA将所有的资金都耗费在其第一代显卡NV1上，但市场销量却很糟糕，当时黄仁勋手里的资金只够维持公司30天运转，他不得不将公司100多人裁到只剩30人左右。　　之后他飞去日本，找到主机游戏大佬世嘉（SEGA），当时SEGA让NVIDIA为自家的游戏主机“土星”开发显卡，虽然过程和结果都不顺利，但这张700万美元左右的订单给奄奄一息的NVIDIA续了命。　　冥冥之中，这或许都是贵人相助，但苏姿丰在麻省理工学院纳米结构实验室的负责人Hank Smith说过：她很善于处理人际关系——这句话放在黄仁勋身上，颇有一脉相承的味道。　　虽然这看起来有种命运耦合的色彩，但在两人、两家公司的竞争中，更多的是唇枪舌剑乃至真刀真枪的对决。　　2019年1月，AMD发布了全球首款7nm显卡Radeon VII，几乎没有交集的两人爆发了一场小规模的口水战。　　黄仁勋吐槽说：“这显卡很一般，没啥惊喜的。性能差劲，也没有什么创新”“这是一次奇怪的发布会，也许AMD的人今天起床也是这么想的”。苏姿丰不甘示弱，回击说，“我猜想，他（黄仁勋）应该还没有见过这张卡吧。　　2019年的时候，两家公司都在为二十世纪下一个十年的AI产业做布局——转年，AMD用350亿美元对Xilinx收购，成了少有能提供GPU、CPU以及FPGA三种产品的厂商，而NVIDIA则宣布启动660亿美元收购ARM，以期望成为一家同时拥有GPU、ARM芯片以及ARM架构的庞然大物。　　但这项交易最终告吹，多数媒体在评价这起失败的收购时，用了简短有力的表达：AMD笑了。　　除了商业战场，二者的竞争甚至转移到虚拟领域。　　几年前，苏姿丰使用AMD的Ryzen芯片变身超级英雄，从眼睛射出激光的8位动画在Twitter上疯传，这可以被理解为一种早期的数字人，而后黄仁勋真假难辨的数字分身，则登上NVIDIA GTC 2021 大会的开幕演讲舞台……　　怎么说呢，外甥女苏姿丰和表舅黄仁勋之间，有一种超越了技术和商业的依存，商场内外，这俩人没谁都不行。　　现就像在，在红得发紫的AI领域，黄仁勋先是以一种躺赢和举世无双的姿态，从那件祖传皮衣中掏出各种核弹级别的技术和芯片，在看似“只手遮AI天”的无敌状态下，苏姿丰依旧追赶上来，默默地递给他一张AMD的新品，说：表舅，别太飘，江湖上还有我。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1457,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":871323123,"gmtCreate":1637027790233,"gmtModify":1637027790233,"author":{"id":"3578918464502020","authorId":"3578918464502020","name":"Y_0421","avatar":"https://static.tigerbbs.com/9b12910bd5a579fed098933a9aba1c31","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3578918464502020","authorIdStr":"3578918464502020"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/01928\">$金沙中国有限公司(01928)$</a>批赌牌了吗？这么涨","listText":"<a 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href=\"https://laohu8.com/S/FUTU\">$富途控股(FUTU)$</a>正片开始了，跌啊","text":"$富途控股(FUTU)$正片开始了，跌啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/842075955","isVote":1,"tweetType":1,"viewCount":1602,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":826232966,"gmtCreate":1634023856384,"gmtModify":1634024252120,"author":{"id":"3578918464502020","authorId":"3578918464502020","name":"Y_0421","avatar":"https://static.tigerbbs.com/9b12910bd5a579fed098933a9aba1c31","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3578918464502020","authorIdStr":"3578918464502020"},"themes":[],"htmlText":"中信反买，别墅靠海，刚发就暴跌，真有你的狗信","listText":"中信反买，别墅靠海，刚发就暴跌，真有你的狗信","text":"中信反买，别墅靠海，刚发就暴跌，真有你的狗信","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/826232966","repostId":"2174811611","repostType":2,"repost":{"id":"2174811611","pubTimestamp":1634005118,"share":"https://www.laohu8.com/m/news/2174811611?lang=&edition=full","pubTime":"2021-10-12 10:18","market":"hk","language":"zh","title":"中信建投：维持港交所(00388)“买入”评级 目标价620港元","url":"https://stock-news.laohu8.com/highlight/detail?id=2174811611","media":"智通财经","summary":"智通财经APP获悉，中信建投证券发布研究报告称，维持港交所“买入”评级，目标价620港元。报告中称，港交所第三季度现货市场、衍生品市场关键运营数据按季比均有所改善。第三季平均每日成交金额为1653亿元，同比增长17.2%，按季增长9.3%。考虑南北向ADT及费率因素，经调整ADT同比升13.6%。此外，中国香港正在与中国内地研究扩大人民币在中国香港股票交易中的使用事宜，在股票市场引入人民币计价交易，这将进一步巩固港交所的地位。","content":"<html><body><p>智通财经APP获悉，<a href=\"https://laohu8.com/S/06066\">中信建投证券</a>发布研究报告称，维持港交所(00388)“买入”评级，目标价620港元。该行根据最新的运营数据，关注MSCIA50互联产品的推出;预计公司第三季收入为54.7亿元，同比升3.1%，归母净利润为33.6亿元，同比持平，按季升21%;预计2021/22年的收入分别为216.3/260.9亿元，归母净利润分别为130/163亿元。</p><p>报告中称，港交所第三季度现货市场、衍生品市场关键运营数据按季比均有所改善。第三季平均每日成交金额(ADT)为1653亿元，同比增长17.2%，按季增长9.3%。考虑南北向ADT及费率因素，经调整ADT同比升13.6%。其中南向ADT同比升47.4%，北向ADT同比升13.5%。</p><p>该行指，互联互通进一步扩大，债券通南向通于9月24日正式开通，在满足内地市场需求的同时，可以推动中国香港债券市场的发展。中国香港的债券市场规模相较于中国内地差距较大，随着南向通的开通，双边效应会愈加明显，从而推动两地债券市场的发展，强化港交所作为资本市场渐进式开放的重要且必要连接器的作用。</p><p>报告提到，港交所就建议在中国香港推行SPAC上市机制征询市场意见，港交所进行相关研究并进行咨询，有助于巩固中国香港作为国际金融中心的地位，并有望引入更多样化的融资及投资方式，从而提升整体市场的流动性。此外，中国香港正在与中国内地研究扩大人民币在中国香港股票交易中的使用事宜，在股票市场引入人民币计价交易，这将进一步巩固港交所的地位。</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 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href=http://www.zhitongcaijing.com/content/detail/572785.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，中信建投证券发布研究报告称，维持港交所(00388)“买入”评级，目标价620港元。该行根据最新的运营数据，关注MSCIA50互联产品的推出;预计公司第三季收入为54.7亿元，同比升3.1%，归母净利润为33.6亿元，同比持平，按季升21%;预计2021/22年的收入分别为216.3/260.9亿元，归母净利润分别为130/163亿元。报告中称，港交所第三季度现货市场、衍生品...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/572785.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/5a0d8d07bb7c07ed67df2bae10160584","relate_stocks":{"00388":"香港交易所"},"source_url":"http://www.zhitongcaijing.com/content/detail/572785.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2174811611","content_text":"智通财经APP获悉，中信建投证券发布研究报告称，维持港交所(00388)“买入”评级，目标价620港元。该行根据最新的运营数据，关注MSCIA50互联产品的推出;预计公司第三季收入为54.7亿元，同比升3.1%，归母净利润为33.6亿元，同比持平，按季升21%;预计2021/22年的收入分别为216.3/260.9亿元，归母净利润分别为130/163亿元。报告中称，港交所第三季度现货市场、衍生品市场关键运营数据按季比均有所改善。第三季平均每日成交金额(ADT)为1653亿元，同比增长17.2%，按季增长9.3%。考虑南北向ADT及费率因素，经调整ADT同比升13.6%。其中南向ADT同比升47.4%，北向ADT同比升13.5%。该行指，互联互通进一步扩大，债券通南向通于9月24日正式开通，在满足内地市场需求的同时，可以推动中国香港债券市场的发展。中国香港的债券市场规模相较于中国内地差距较大，随着南向通的开通，双边效应会愈加明显，从而推动两地债券市场的发展，强化港交所作为资本市场渐进式开放的重要且必要连接器的作用。报告提到，港交所就建议在中国香港推行SPAC上市机制征询市场意见，港交所进行相关研究并进行咨询，有助于巩固中国香港作为国际金融中心的地位，并有望引入更多样化的融资及投资方式，从而提升整体市场的流动性。此外，中国香港正在与中国内地研究扩大人民币在中国香港股票交易中的使用事宜，在股票市场引入人民币计价交易，这将进一步巩固港交所的地位。","news_type":1},"isVote":1,"tweetType":1,"viewCount":2782,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":880038533,"gmtCreate":1630997435422,"gmtModify":1630997435422,"author":{"id":"3578918464502020","authorId":"3578918464502020","name":"Y_0421","avatar":"https://static.tigerbbs.com/9b12910bd5a579fed098933a9aba1c31","crmLevel":9,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3578918464502020","authorIdStr":"3578918464502020"},"themes":[],"htmlText":"<a 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14:08","market":"hk","language":"zh","title":"花旗：予掌门教育(ZME.US)“买入”评级 多项业务预计持续高增 目标价17美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2150581519","media":"智通财经网","summary":"花旗发布研究报告，给予掌门教育(ZME.US)“买入”评级，目标价为17美元。","content":"<html><body><div> <p>智通财经APP获悉，7月9日，<a href=\"https://laohu8.com/S/C\">花旗</a>发布研究报告，给予<a href=\"https://laohu8.com/S/ZME\">掌门教育</a>(ZME.US)“买入”评级，目标价为17美元。报告称,掌门教育为中国最大的中小学在线一对一课后辅导服务提供商，2020年净收入同比增长51%至人民币40亿元，业务板块包括一对一课程、小班课程等，具有多样化的业务增长动力。</p><p>得益于学生入学率的稳健增长和更多优质课程的提供，花旗预估掌门教育2020-2023年收入年均复合增长率为43%，在线一对一课程的收入年复合年均增长率为34%，小班课程的年复合年均增长率为216%。</p><p>此外，分析师从6个维度分析了掌门教育的竞争优势，包括：明确的市场领导者地位，具有良好的品牌认知度;高素质的师资队伍和成熟的教师管理体系;由数据分析和<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>技术驱动的个性化学习体验;由强大的技术基础设施和商业智能系统提升运营效率;提供全面服务的可扩展和协同业务模式;有远见和创业精神，对教育和创新充满热情。</p><p>报告显示，掌门教育17美元的目标价是基于2.5倍的12个月滚动市盈率，这比中国在线教育企业的市值加权平均市盈率估值折价10%，处于低位。</p> </div></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta 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北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/511692.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，7月9日，花旗发布研究报告，给予掌门教育(ZME.US)“买入”评级，目标价为17美元。报告称,掌门教育为中国最大的中小学在线一对一课后辅导服务提供商，2020年净收入同比增长51%至人民币40亿元，业务板块包括一对一课程、小班课程等，具有多样化的业务增长动力。得益于学生入学率的稳健增长和更多优质课程的提供，花旗预估掌门教育2020-2023年收入年均复合增长率为43%，在线...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/511692.html\">Web 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