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Hans_qf

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0勋章

2023-10-16

$Faraday Future(FFIE)$ 股本由1850万增加到了2300万，低价增发玩的明白

2023-09-28

动荡

2023-09-21

这篇文章不错，转发给大家看看

@期权小助手:【期权策略】适用于FOMC交易的两个规律

2023-09-20

$Faraday Future(FFIE)$ 这么做法哪个战投敢占YT？

2023-09-16

这篇文章不错，转发给大家看看

@好文:爆炒？飙涨？Arm 现在比英伟达还要“贵”？

2023-09-15

这篇文章不错，转发给大家看看

抱歉，原内容已删除

2023-09-11

$标普500波动率指数(VIX)$ 稳了时间不短了

2023-09-06

$两倍做多波动率指数期货ETF(UVIX)$ 做多

2023-09-05

涨的也快了

抱歉，原内容已删除

2023-08-29

$Faraday Future(FFIE)$ 没底线

2023-08-28

$Faraday Future(FFIE)$ 这种走势说明YT一点也没有护盘；或者说没有一个试图争夺公司话语权？

2023-08-27

$Faraday Future(FFIE)$ 目前2亿美元估值，再加上YT 700万股，总计不到3000万股（不知道计算对不对，懂的朋友指正）就算3.5亿，难道融资按照这个估值去融吗？FF都走通生产了，就值这个数？总觉得不会

2023-08-17

是个人物！希望YT能成功，也是一代励志故事

@汽车商业评论:贾跃亭接受贾可采访答一辆新车交付得历经多少苦难

2023-08-15

$Faraday Future(FFIE)$ 这个走势说明最大的空投是YT

2023-07-11

试试看

2023-05-22

$阿里巴巴(BABA)$ 持续买，应该比大多数股票强

2023-05-10

这篇文章不错，转发给大家看看

@USS888:$Faraday Future(FFIE)$

2023-04-13

这篇文章不错，转发给大家看看

@美股解毒师:巴菲特“盯上”的日本资产，我可以参与吗？

2023-04-13

这篇文章不错，转发给大家看看

@吴说:吴说每周矿业资讯 0327-0402

2023-04-13

$Faraday Future(FFIE)$

去老虎APP查看更多动态

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股本由1850万增加到了2300万，低价增发玩的明白","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":1,"link":"https://laohu8.com/post/231165983768712","isVote":1,"tweetType":1,"viewCount":2564,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4088136891968310","authorId":"4088136891968310","name":"Hans_qf","avatar":"https://static.tigerbbs.com/8705abd32c1a799780b7eee3225c0afa","crmLevel":7,"crmLevelSwitch":1,"authorIdStr":"4088136891968310","idStr":"4088136891968310"},"content":"有段时间了，才看到上市交易了","text":"有段时间了，才看到上市交易了","html":"有段时间了，才看到上市交易了"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":224568169406584,"gmtCreate":1695834213467,"gmtModify":1695834215770,"author":{"id":"4088136891968310","authorId":"4088136891968310","name":"Hans_qf","avatar":"https://static.tigerbbs.com/8705abd32c1a799780b7eee3225c0afa","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088136891968310","idStr":"4088136891968310"},"themes":[],"htmlText":"动荡","listText":"动荡","text":"动荡","images":[{"img":"https://static.tigerbbs.com/d48663b20a12a1a5ea1518eb8ac21db1","width":"750","height":"1250"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/224568169406584","isVote":1,"tweetType":1,"viewCount":1088,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":222309000310832,"gmtCreate":1695248904509,"gmtModify":1695248905893,"author":{"id":"4088136891968310","authorId":"4088136891968310","name":"Hans_qf","avatar":"https://static.tigerbbs.com/8705abd32c1a799780b7eee3225c0afa","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088136891968310","idStr":"4088136891968310"},"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/222309000310832","repostId":"221736295116864","repostType":1,"repost":{"id":221736295116864,"gmtCreate":1695158086959,"gmtModify":1695158114790,"author":{"id":"3527667584262733","authorId":"3527667584262733","name":"期权小助手","avatar":"https://static.tigerbbs.com/a5496ca83f1c81b8c311afcb3ea30bc8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667584262733","idStr":"3527667584262733"},"themes":[],"title":"【期权策略】适用于FOMC交易的两个规律","htmlText":"美联储将于周二开始为期两天的政策会议，官员们普遍预计目前将维持利率不变，但在新的经济预测中也暗示他们是否认为仍需要加息进一步在年底之前。新的政策声明和利率决定将于美国东部时间周三下午 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46%。市场已经决定我们可能会或可能不会在今年年底前再次加息。展望明年，期货定价最快将于明年 6 月至 7 月降息，其中 7 月期货几乎肯定会降息 25 个基点，到 2024 年底可能还会降息 1 至 3 个基点。今年以来，美联储决定在 2023 年之前维持利率不变，市场预期似乎与 FOMC 最新的经济预测摘要 (SEP)（通常称为“点图”）大体一致：SEP 每隔一次会议都会更新一次，因此交易者将在周三发布新的点图时热切地研究它。目前，2023 年年底预测中位数为 5.625%，2024 年年底预测中位数为 4.625%。这些与当前联邦基金期货的预测分别为 5.446% 和 4.572% 大致一致。既然交易员普遍与美联储政策制定者保持同步，任何预测的变化都应该迅速纳入市场预期。股票交易员喜欢任何利率下降的迹象。但如果较低的利率路径是基于普遍疲软的经济预测呢？鉴于过去几个月的波动性相对平淡，股市对近期 FOMC 会议的反应波动性也较小也就不足为奇了：请注意，在过去几次会议之后，第1天和3天的收盘价以及3天的高/低百分比变化都相对温和且稳步下降。我们在本周会议之前回顾标准普尔500指数(SPX)的隐含波动率期限结构时，我们看到会议周三的波动率假设从6月的18.825%下降到7","text":"美联储将于周二开始为期两天的政策会议，官员们普遍预计目前将维持利率不变，但在新的经济预测中也暗示他们是否认为仍需要加息进一步在年底之前。新的政策声明和利率决定将于美国东部时间周三下午 2 点（北京时间周四凌晨两点）发布，美联储主席杰罗姆·鲍威尔计划于下午 2:30 召开新闻发布会进行详细阐述。市场对这次会议的预期似乎微乎其微。事实上，联邦基金期货显示可能性为 0.8% ，等同于本周没有加息的预期。即将召开的会议加息的可能性也很小，11 月加息 25 个基点的可能性目前为 32%，12 月加息的可能性为 46%。市场已经决定我们可能会或可能不会在今年年底前再次加息。展望明年，期货定价最快将于明年 6 月至 7 月降息，其中 7 月期货几乎肯定会降息 25 个基点，到 2024 年底可能还会降息 1 至 3 个基点。今年以来，美联储决定在 2023 年之前维持利率不变，市场预期似乎与 FOMC 最新的经济预测摘要 (SEP)（通常称为“点图”）大体一致：SEP 每隔一次会议都会更新一次，因此交易者将在周三发布新的点图时热切地研究它。目前，2023 年年底预测中位数为 5.625%，2024 年年底预测中位数为 4.625%。这些与当前联邦基金期货的预测分别为 5.446% 和 4.572% 大致一致。既然交易员普遍与美联储政策制定者保持同步，任何预测的变化都应该迅速纳入市场预期。股票交易员喜欢任何利率下降的迹象。但如果较低的利率路径是基于普遍疲软的经济预测呢？鉴于过去几个月的波动性相对平淡，股市对近期 FOMC 会议的反应波动性也较小也就不足为奇了：请注意，在过去几次会议之后，第1天和3天的收盘价以及3天的高/低百分比变化都相对温和且稳步下降。我们在本周会议之前回顾标准普尔500指数(SPX)的隐含波动率期限结构时，我们看到会议周三的波动率假设从6月的18.825%下降到7","images":[{"img":"https://static.tigerbbs.com/36396e77e31ff3d19a3c73f126829cda","width":"760","height":"712"},{"img":"https://static.tigerbbs.com/2c46604a49d6749fe407d1d75a613fcd","width":"936","height":"742"},{"img":"https://static.tigerbbs.com/cc162a0f77a9404709289e477fbd3106","width":"2014","height":"1118"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/221736295116864","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":989,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":221605726998576,"gmtCreate":1695139452914,"gmtModify":1695139454132,"author":{"id":"4088136891968310","authorId":"4088136891968310","name":"Hans_qf","avatar":"https://static.tigerbbs.com/8705abd32c1a799780b7eee3225c0afa","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088136891968310","idStr":"4088136891968310"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>这么做法哪个战投敢占YT？","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>这么做法哪个战投敢占YT？","text":"$Faraday Future(FFIE)$ 这么做法哪个战投敢占YT？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/221605726998576","isVote":1,"tweetType":1,"viewCount":1978,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":220444015988864,"gmtCreate":1694840639493,"gmtModify":1694840640814,"author":{"id":"4088136891968310","authorId":"4088136891968310","name":"Hans_qf","avatar":"https://static.tigerbbs.com/8705abd32c1a799780b7eee3225c0afa","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088136891968310","idStr":"4088136891968310"},"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/220444015988864","repostId":"220142463901712","repostType":1,"repost":{"id":220142463901712,"gmtCreate":1694775250995,"gmtModify":1694775274131,"author":{"id":"36990708048000","authorId":"36990708048000","name":"好文","avatar":"https://static.tigerbbs.com/30ffc647410e858943769a0c5937ac1e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36990708048000","idStr":"36990708048000"},"themes":[],"title":"爆炒？飙涨？Arm 现在比英伟达还要“贵”？","htmlText":"Arm过去四个季度利润近4亿美元，相当于目前市盈率达到162倍，超过了GPU巨头英伟达（110倍）。 <a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a> 对投资者来说，英伟达和Arm的关键区别在于增长。受益于科技巨头们加大对AI芯片投入，英伟达二季度营收同比翻番。相比之下，Arm营收主要来源于向厂商授权芯片架构和设计（智能手机和PC为大头），而Arm最新季度的营收为6.75亿美元，同比减少2%；毛利率高达95%。从财报上看，Arm更像是一个“现金奶牛”，而并非增长型科技公司，不然软银也不会此前寻求之前卖给英伟达回血了。图片佛罗里达大学金融学教授、长期研究IPO的专家Jay Ritter表示：“一家没有增长的公司，市盈率超过100是不合理的。背后的故事是公司将开发一些新的设计，重新启动增长并产生利润”。Arm受到追捧主要有两大原因：1.生成式AI狂热下受益、另有科技巨头们保驾护航；2. 流通股很少。大家对Arm应该不会陌生，全球有95%以上的智能手机和平板电脑都采用Arm架构，苹果、英伟达、AMD、谷歌等都是其客户，他们也都在本次IPO成为了公司的基石投资者，至多购买了7.35亿美元的股份。而有这些科技巨头的背书、叠加生成式AI的狂热，散户自然是大笔买买。券商Fidelity数据显示，Arm在获得苹果、英伟达等巨头力捧的同时，散户也争相涌入，获得超过2万笔买入订单，力压特斯拉、英伟达等散户偏爱个股。&nbsp;图片另外，软银显然对Arm的前景更有信心，认为IPO的估值仍较低，因此先上市只是为了增加流动性+套现回血。本次IPO后，软银仍持有ARM 90%股份，是为最大股东。而在高需求和低供应下，Arm IPO首日如此大涨也不奇怪了。但由于Arm更多是在智能手机和PC市场火爆，这令其后续的成长动能更受关注：","listText":"Arm过去四个季度利润近4亿美元，相当于目前市盈率达到162倍，超过了GPU巨头英伟达（110倍）。 <a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a> 对投资者来说，英伟达和Arm的关键区别在于增长。受益于科技巨头们加大对AI芯片投入，英伟达二季度营收同比翻番。相比之下，Arm营收主要来源于向厂商授权芯片架构和设计（智能手机和PC为大头），而Arm最新季度的营收为6.75亿美元，同比减少2%；毛利率高达95%。从财报上看，Arm更像是一个“现金奶牛”，而并非增长型科技公司，不然软银也不会此前寻求之前卖给英伟达回血了。图片佛罗里达大学金融学教授、长期研究IPO的专家Jay Ritter表示：“一家没有增长的公司，市盈率超过100是不合理的。背后的故事是公司将开发一些新的设计，重新启动增长并产生利润”。Arm受到追捧主要有两大原因：1.生成式AI狂热下受益、另有科技巨头们保驾护航；2. 流通股很少。大家对Arm应该不会陌生，全球有95%以上的智能手机和平板电脑都采用Arm架构，苹果、英伟达、AMD、谷歌等都是其客户，他们也都在本次IPO成为了公司的基石投资者，至多购买了7.35亿美元的股份。而有这些科技巨头的背书、叠加生成式AI的狂热，散户自然是大笔买买。券商Fidelity数据显示，Arm在获得苹果、英伟达等巨头力捧的同时，散户也争相涌入，获得超过2万笔买入订单，力压特斯拉、英伟达等散户偏爱个股。&nbsp;图片另外，软银显然对Arm的前景更有信心，认为IPO的估值仍较低，因此先上市只是为了增加流动性+套现回血。本次IPO后，软银仍持有ARM 90%股份，是为最大股东。而在高需求和低供应下，Arm IPO首日如此大涨也不奇怪了。但由于Arm更多是在智能手机和PC市场火爆，这令其后续的成长动能更受关注：","text":"Arm过去四个季度利润近4亿美元，相当于目前市盈率达到162倍，超过了GPU巨头英伟达（110倍）。 $ARM Holdings Ltd(ARM)$ 对投资者来说，英伟达和Arm的关键区别在于增长。受益于科技巨头们加大对AI芯片投入，英伟达二季度营收同比翻番。相比之下，Arm营收主要来源于向厂商授权芯片架构和设计（智能手机和PC为大头），而Arm最新季度的营收为6.75亿美元，同比减少2%；毛利率高达95%。从财报上看，Arm更像是一个“现金奶牛”，而并非增长型科技公司，不然软银也不会此前寻求之前卖给英伟达回血了。图片佛罗里达大学金融学教授、长期研究IPO的专家Jay Ritter表示：“一家没有增长的公司，市盈率超过100是不合理的。背后的故事是公司将开发一些新的设计，重新启动增长并产生利润”。Arm受到追捧主要有两大原因：1.生成式AI狂热下受益、另有科技巨头们保驾护航；2. 流通股很少。大家对Arm应该不会陌生，全球有95%以上的智能手机和平板电脑都采用Arm架构，苹果、英伟达、AMD、谷歌等都是其客户，他们也都在本次IPO成为了公司的基石投资者，至多购买了7.35亿美元的股份。而有这些科技巨头的背书、叠加生成式AI的狂热，散户自然是大笔买买。券商Fidelity数据显示，Arm在获得苹果、英伟达等巨头力捧的同时，散户也争相涌入，获得超过2万笔买入订单，力压特斯拉、英伟达等散户偏爱个股。 图片另外，软银显然对Arm的前景更有信心，认为IPO的估值仍较低，因此先上市只是为了增加流动性+套现回血。本次IPO后，软银仍持有ARM 90%股份，是为最大股东。而在高需求和低供应下，Arm IPO首日如此大涨也不奇怪了。但由于Arm更多是在智能手机和PC市场火爆，这令其后续的成长动能更受关注：","images":[{"img":"https://static.tigerbbs.com/2d0e5c682a4f57e47a99528631ffe678","width":"1080","height":"810"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/220142463901712","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":220204263411856,"gmtCreate":1694782108896,"gmtModify":1694782110558,"author":{"id":"4088136891968310","authorId":"4088136891968310","name":"Hans_qf","avatar":"https://static.tigerbbs.com/8705abd32c1a799780b7eee3225c0afa","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088136891968310","idStr":"4088136891968310"},"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/220204263411856","repostId":"216585269596264","repostType":1,"isVote":1,"tweetType":1,"viewCount":985,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":218494009167912,"gmtCreate":1694377841613,"gmtModify":1694377842910,"author":{"id":"4088136891968310","authorId":"4088136891968310","name":"Hans_qf","avatar":"https://static.tigerbbs.com/8705abd32c1a799780b7eee3225c0afa","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088136891968310","idStr":"4088136891968310"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VIX\">$标普500波动率指数(VIX)$ &nbsp;</a>稳了时间不短了","listText":"<a href=\"https://laohu8.com/S/VIX\">$标普500波动率指数(VIX)$ &nbsp;</a>稳了时间不短了","text":"$标普500波动率指数(VIX)$ 稳了时间不短了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/218494009167912","isVote":1,"tweetType":1,"viewCount":944,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":216977905262632,"gmtCreate":1693996275337,"gmtModify":1693996276200,"author":{"id":"4088136891968310","authorId":"4088136891968310","name":"Hans_qf","avatar":"https://static.tigerbbs.com/8705abd32c1a799780b7eee3225c0afa","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088136891968310","idStr":"4088136891968310"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/UVIX\">$两倍做多波动率指数期货ETF(UVIX)$ &nbsp;</a>做多","listText":"<a href=\"https://laohu8.com/S/UVIX\">$两倍做多波动率指数期货ETF(UVIX)$ &nbsp;</a>做多","text":"$两倍做多波动率指数期货ETF(UVIX)$ 做多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/216977905262632","isVote":1,"tweetType":1,"viewCount":2005,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":216588699025576,"gmtCreate":1693906658123,"gmtModify":1693906661139,"author":{"id":"4088136891968310","authorId":"4088136891968310","name":"Hans_qf","avatar":"https://static.tigerbbs.com/8705abd32c1a799780b7eee3225c0afa","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088136891968310","idStr":"4088136891968310"},"themes":[],"htmlText":"涨的也快了","listText":"涨的也快了","text":"涨的也快了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/216588699025576","repostId":"1171559997","repostType":2,"isVote":1,"tweetType":1,"viewCount":1163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":214128439218240,"gmtCreate":1693318301570,"gmtModify":1693318302440,"author":{"id":"4088136891968310","authorId":"4088136891968310","name":"Hans_qf","avatar":"https://static.tigerbbs.com/8705abd32c1a799780b7eee3225c0afa","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088136891968310","idStr":"4088136891968310"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>没底线","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>没底线","text":"$Faraday Future(FFIE)$ 没底线","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/214128439218240","isVote":1,"tweetType":1,"viewCount":1149,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":213868985987248,"gmtCreate":1693232136680,"gmtModify":1693232137632,"author":{"id":"4088136891968310","authorId":"4088136891968310","name":"Hans_qf","avatar":"https://static.tigerbbs.com/8705abd32c1a799780b7eee3225c0afa","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088136891968310","idStr":"4088136891968310"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>这种走势说明YT一点也没有护盘；或者说没有一个试图争夺公司话语权？","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>这种走势说明YT一点也没有护盘；或者说没有一个试图争夺公司话语权？","text":"$Faraday Future(FFIE)$ 这种走势说明YT一点也没有护盘；或者说没有一个试图争夺公司话语权？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":5,"repostSize":0,"link":"https://laohu8.com/post/213868985987248","isVote":1,"tweetType":1,"viewCount":1301,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3513225937544411","authorId":"3513225937544411","name":"Amin_2210","avatar":"https://static.tigerbbs.com/0d2a25bf5394de1f0bbfb289080bfb70","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3513225937544411","idStr":"3513225937544411"},"content":"我也怀疑是贾在做空，从616主动打破上涨态势，到8月开启的急杀，一般做空机构做不出来，但贾及其团队再联合一些做空机构就应该有这本事","text":"我也怀疑是贾在做空，从616主动打破上涨态势，到8月开启的急杀，一般做空机构做不出来，但贾及其团队再联合一些做空机构就应该有这本事","html":"我也怀疑是贾在做空，从616主动打破上涨态势，到8月开启的急杀，一般做空机构做不出来，但贾及其团队再联合一些做空机构就应该有这本事"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":213624661602456,"gmtCreate":1693146458264,"gmtModify":1693146460407,"author":{"id":"4088136891968310","authorId":"4088136891968310","name":"Hans_qf","avatar":"https://static.tigerbbs.com/8705abd32c1a799780b7eee3225c0afa","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088136891968310","idStr":"4088136891968310"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>目前2亿美元估值，再加上YT 700万股，总计不到3000万股（不知道计算对不对，懂的朋友指正）就算3.5亿，难道融资按照这个估值去融吗？FF都走通生产了，就值这个数？总觉得不会","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>目前2亿美元估值，再加上YT 700万股，总计不到3000万股（不知道计算对不对，懂的朋友指正）就算3.5亿，难道融资按照这个估值去融吗？FF都走通生产了，就值这个数？总觉得不会","text":"$Faraday Future(FFIE)$ 目前2亿美元估值，再加上YT 700万股，总计不到3000万股（不知道计算对不对，懂的朋友指正）就算3.5亿，难道融资按照这个估值去融吗？FF都走通生产了，就值这个数？总觉得不会","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/213624661602456","isVote":1,"tweetType":1,"viewCount":1715,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3477018987350970","authorId":"3477018987350970","name":"luckyy","avatar":"https://static.tigerbbs.com/b9b9303c0bbb0d56d8334f944f193de0","crmLevel":6,"crmLevelSwitch":0,"authorIdStr":"3477018987350970","idStr":"3477018987350970"},"content":"这是个黑洞，来一波埋一波，估值再低也没人投","text":"这是个黑洞，来一波埋一波，估值再低也没人投","html":"这是个黑洞，来一波埋一波，估值再低也没人投"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":209917039104160,"gmtCreate":1692270657471,"gmtModify":1692270658843,"author":{"id":"4088136891968310","authorId":"4088136891968310","name":"Hans_qf","avatar":"https://static.tigerbbs.com/8705abd32c1a799780b7eee3225c0afa","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088136891968310","idStr":"4088136891968310"},"themes":[],"htmlText":"是个人物！希望YT能成功，也是一代励志故事","listText":"是个人物！希望YT能成功，也是一代励志故事","text":"是个人物！希望YT能成功，也是一代励志故事","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/209917039104160","repostId":"209865039986728","repostType":1,"repost":{"id":209865039986728,"gmtCreate":1692257148287,"gmtModify":1692258285915,"author":{"id":"10000000000010354","authorId":"10000000000010354","name":"汽车商业评论","avatar":"https://static.tigerbbs.com/2cdce22b3970c078fbc2bf762f6c25f2","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"10000000000010354","idStr":"10000000000010354"},"themes":[],"title":"贾跃亭接受贾可采访答一辆新车交付得历经多少苦难","htmlText":"撰文 / 张&nbsp;&nbsp; 南编辑 / 黄大路设计 / 琚&nbsp;&nbsp; 佳一家从没有卖过车的汽车公司交付一辆新车得历经多少苦难？最有资格讲这个故事的恐怕只有贾跃亭—— 法拉第未来(Faraday Future，简称FF)的创始人，当年公司的CEO，如今的首席产品和用户生态官(CPUO)。洛杉矶时间2023年8月13日， FF正式完成历史性首辆“全能aiHypercar” FF 91 2.0 Futurist Alliance 首个塔尖用户交付，这是FF首次进入营收阶段并正式进入完整经营闭环阶段的历史性的重大拐点。这距离2014年5月，时任乐视控股集团创始人、乐视汽车生态全球董事长贾跃亭在美国创立FF已经过去整整9年时间。作为中国造车新势力的先驱，他从一开始就准备在中美两条战线推进新汽车事业，但是这条路走到今天，谁也没有料到会是如此艰难，谁也没有料到还能继续走下去。我们至今还记得2017年1月美国CES展上，贾跃亭发布FF旗下首款旗舰车型FF 91的热闹场面。对于这部号称是“史上首款互联网生态电动车”，他同时许下了第一个量产承诺：2018年正式上市销售，售价将会在15万美元至20万美元之间。但仅仅4个月之后，乐视资金链危机全面爆发，贾跃亭在公开辞职前一天，也就是 2017年7月4日，登上了去美国的航班，至今未归，但FF的故事依然继续，只是更加惊心动魄。2018年6月，恒大与FF签订融资协议，宣布会在三年内投资20亿美元。入股之后，许家印还带恒大集团一众高管前往美国FF总部进行视察，但由于恒大一直试图抢占FF控制权与知识产权，不到4个月，贾跃亭主动提出解除合作协议。此后，FF表示准备“在2019年内实现FF 91的交付”。由于外部融资一直未有起色，量产计划只能再推一年。当时，国内债权人的诉讼让贾跃亭持有的FF 33%股权被冻结，FF的供应商和承包商也将他及","listText":"撰文 / 张&nbsp;&nbsp; 南编辑 / 黄大路设计 / 琚&nbsp;&nbsp; 佳一家从没有卖过车的汽车公司交付一辆新车得历经多少苦难？最有资格讲这个故事的恐怕只有贾跃亭—— 法拉第未来(Faraday Future，简称FF)的创始人，当年公司的CEO，如今的首席产品和用户生态官(CPUO)。洛杉矶时间2023年8月13日， 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href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>这个走势说明最大的空投是YT","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>这个走势说明最大的空投是YT","text":"$Faraday Future(FFIE)$ 这个走势说明最大的空投是YT","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/209186397925616","isVote":1,"tweetType":1,"viewCount":1350,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4139662437151780","authorId":"4139662437151780","name":"张必田","avatar":"https://static.tigerbbs.com/c15bfff9db773ab6362a624ef2ad5422","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4139662437151780","idStr":"4139662437151780"},"content":"还有两亿左右的股票需要增发完了以后，才能合股","text":"还有两亿左右的股票需要增发完了以后，才能合股","html":"还有两亿左右的股票需要增发完了以后，才能合股"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":196680108531960,"gmtCreate":1689056588290,"gmtModify":1689056590169,"author":{"id":"4088136891968310","authorId":"4088136891968310","name":"Hans_qf","avatar":"https://static.tigerbbs.com/8705abd32c1a799780b7eee3225c0afa","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088136891968310","idStr":"4088136891968310"},"themes":[],"htmlText":"试试看","listText":"试试看","text":"试试看","images":[{"img":"https://static.tigerbbs.com/c7cbcbb16fcb155be63438082747171f","width":"750","height":"1250"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/196680108531960","isVote":1,"tweetType":1,"viewCount":563,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":652229847,"gmtCreate":1684700973490,"gmtModify":1684700974519,"author":{"id":"4088136891968310","authorId":"4088136891968310","name":"Hans_qf","avatar":"https://static.tigerbbs.com/8705abd32c1a799780b7eee3225c0afa","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088136891968310","idStr":"4088136891968310"},"themes":[],"htmlText":"<a 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持续买，应该比大多数股票强","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/652229847","isVote":1,"tweetType":1,"viewCount":926,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":656682087,"gmtCreate":1683671184449,"gmtModify":1683671186155,"author":{"id":"4088136891968310","authorId":"4088136891968310","name":"Hans_qf","avatar":"https://static.tigerbbs.com/8705abd32c1a799780b7eee3225c0afa","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088136891968310","idStr":"4088136891968310"},"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/656682087","repostId":"656632359","repostType":1,"repost":{"id":656632359,"gmtCreate":1683639320171,"gmtModify":1683639322365,"author":{"id":"3490271983854211","authorId":"3490271983854211","name":"USS888","avatar":"https://static.tigerbbs.com/7b09aa25135bfdc467c80a9d65d70e93","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3490271983854211","idStr":"3490271983854211"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>","listText":"<a href=\"https://laohu8.com/S/FFIE\">$Faraday Future(FFIE)$&nbsp;</a>","text":"$Faraday Future(FFIE)$","images":[{"img":"https://static.tigerbbs.com/45b1e37c5af38605eef7ab3af23fec90","width":"488","height":"3588"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/656632359","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":330,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651932001,"gmtCreate":1681395330504,"gmtModify":1681395332019,"author":{"id":"4088136891968310","authorId":"4088136891968310","name":"Hans_qf","avatar":"https://static.tigerbbs.com/8705abd32c1a799780b7eee3225c0afa","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088136891968310","idStr":"4088136891968310"},"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/651932001","repostId":"651998015","repostType":1,"repost":{"id":651998015,"gmtCreate":1681388788737,"gmtModify":1681389117010,"author":{"id":"3440721572920950","authorId":"3440721572920950","name":"美股解毒师","avatar":"https://static.tigerbbs.com/bbf0f514b8e5abb92266789b89f6e1e6","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3440721572920950","idStr":"3440721572920950"},"themes":[],"title":"巴菲特“盯上”的日本资产，我可以参与吗？","htmlText":"日本市场投资报告，主要解决以下问题为何日本一直保持低利率？为何财团会获得巴菲特的青睐？日本被“安倍经济学”影响有多深？日本市场有哪些投资机会，如何参与？近日，巴菲特时隔10年再度访问日本，表示看好日本股市并考虑加码。其实近几年来，巴菲特一直在购买包括日本五大商社在内的日本资产，并且利用日本的低利率大举发行日元债券。根据其13F的显示，至2022年Q4，持仓规模目前已经超过130亿美元，保守估计净赚了45亿美元。我们细算一下，2022年Q4伯克希尔日元计价的负债规模超78亿美元。在日本极低的利率环境下，2022年的日元和美元的平均利差达到了2.5%，同时，日元在2022年贬值近14%，因此仅仅利率和汇率两项，价值78亿美元的负债能为伯克希尔省下2亿美元的利息，以及赚取10亿美元的汇差利润。日本资产一直是全球资产配置中非常重要的一环，由于日本市场的准入门槛，以及对日本资产的了解程度不同，海外个人投资者往往鲜有参与，而日本的债市和股市也是高度机构化的市场。但是作为美股投资者，想要拥有日本资产是不难的。日本为何长期维持低利率？从2008年次贷危机之后，日本的央行就顺理成章维持了“零利率”，并在2016年开启“负利率”，至今基准利率都在-0.1%。2000年-2008年期间，日本央行的利率也最高仅为0.6%，在全球范围内可谓是最低水平。而上一次日本人在银行存钱能拿到像样的利息，还是在泡沫破裂之前的90年代初。Japan Interest Rate之所以维持低利率，就是为了刺激经济、增大内需和投资。日本经济自经历90年代初的经济泡沫后便经历了“消失的十年”。同时伴随着人口老龄化，劳动力供给减弱，社会福利支出增加。经历过泡沫破裂的老年人消费观念更倾向于保守，国内有效需求不足，消费市场饱和。同时，日本高额的政府负债率，也必须有低利率的配合。日本债务占GDP的比重达到了262.5%，超过所有","listText":"日本市场投资报告，主要解决以下问题为何日本一直保持低利率？为何财团会获得巴菲特的青睐？日本被“安倍经济学”影响有多深？日本市场有哪些投资机会，如何参与？近日，巴菲特时隔10年再度访问日本，表示看好日本股市并考虑加码。其实近几年来，巴菲特一直在购买包括日本五大商社在内的日本资产，并且利用日本的低利率大举发行日元债券。根据其13F的显示，至2022年Q4，持仓规模目前已经超过130亿美元，保守估计净赚了45亿美元。我们细算一下，2022年Q4伯克希尔日元计价的负债规模超78亿美元。在日本极低的利率环境下，2022年的日元和美元的平均利差达到了2.5%，同时，日元在2022年贬值近14%，因此仅仅利率和汇率两项，价值78亿美元的负债能为伯克希尔省下2亿美元的利息，以及赚取10亿美元的汇差利润。日本资产一直是全球资产配置中非常重要的一环，由于日本市场的准入门槛，以及对日本资产的了解程度不同，海外个人投资者往往鲜有参与，而日本的债市和股市也是高度机构化的市场。但是作为美股投资者，想要拥有日本资产是不难的。日本为何长期维持低利率？从2008年次贷危机之后，日本的央行就顺理成章维持了“零利率”，并在2016年开启“负利率”，至今基准利率都在-0.1%。2000年-2008年期间，日本央行的利率也最高仅为0.6%，在全球范围内可谓是最低水平。而上一次日本人在银行存钱能拿到像样的利息，还是在泡沫破裂之前的90年代初。Japan Interest Rate之所以维持低利率，就是为了刺激经济、增大内需和投资。日本经济自经历90年代初的经济泡沫后便经历了“消失的十年”。同时伴随着人口老龄化，劳动力供给减弱，社会福利支出增加。经历过泡沫破裂的老年人消费观念更倾向于保守，国内有效需求不足，消费市场饱和。同时，日本高额的政府负债率，也必须有低利率的配合。日本债务占GDP的比重达到了262.5%，超过所有","text":"日本市场投资报告，主要解决以下问题为何日本一直保持低利率？为何财团会获得巴菲特的青睐？日本被“安倍经济学”影响有多深？日本市场有哪些投资机会，如何参与？近日，巴菲特时隔10年再度访问日本，表示看好日本股市并考虑加码。其实近几年来，巴菲特一直在购买包括日本五大商社在内的日本资产，并且利用日本的低利率大举发行日元债券。根据其13F的显示，至2022年Q4，持仓规模目前已经超过130亿美元，保守估计净赚了45亿美元。我们细算一下，2022年Q4伯克希尔日元计价的负债规模超78亿美元。在日本极低的利率环境下，2022年的日元和美元的平均利差达到了2.5%，同时，日元在2022年贬值近14%，因此仅仅利率和汇率两项，价值78亿美元的负债能为伯克希尔省下2亿美元的利息，以及赚取10亿美元的汇差利润。日本资产一直是全球资产配置中非常重要的一环，由于日本市场的准入门槛，以及对日本资产的了解程度不同，海外个人投资者往往鲜有参与，而日本的债市和股市也是高度机构化的市场。但是作为美股投资者，想要拥有日本资产是不难的。日本为何长期维持低利率？从2008年次贷危机之后，日本的央行就顺理成章维持了“零利率”，并在2016年开启“负利率”，至今基准利率都在-0.1%。2000年-2008年期间，日本央行的利率也最高仅为0.6%，在全球范围内可谓是最低水平。而上一次日本人在银行存钱能拿到像样的利息，还是在泡沫破裂之前的90年代初。Japan Interest Rate之所以维持低利率，就是为了刺激经济、增大内需和投资。日本经济自经历90年代初的经济泡沫后便经历了“消失的十年”。同时伴随着人口老龄化，劳动力供给减弱，社会福利支出增加。经历过泡沫破裂的老年人消费观念更倾向于保守，国内有效需求不足，消费市场饱和。同时，日本高额的政府负债率，也必须有低利率的配合。日本债务占GDP的比重达到了262.5%，超过所有","images":[{"img":"https://static.tigerbbs.com/b9e35d4ac59728296520b7777bd2c175","width":"750","height":"450"},{"img":"https://static.tigerbbs.com/3ca5e5a6581ea3aa9fe9175b01fe0e07","width":"730","height":"340"},{"img":"https://static.tigerbbs.com/14c64cfaea9d1c59361d489a6670ec37","width":"874","height":"582"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/651998015","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":12,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":511,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":651909022,"gmtCreate":1681381210466,"gmtModify":1681381212068,"author":{"id":"4088136891968310","authorId":"4088136891968310","name":"Hans_qf","avatar":"https://static.tigerbbs.com/8705abd32c1a799780b7eee3225c0afa","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088136891968310","idStr":"4088136891968310"},"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/651909022","repostId":"653922492","repostType":1,"repost":{"id":653922492,"gmtCreate":1680509503416,"gmtModify":1680509843036,"author":{"id":"3558908168274817","authorId":"3558908168274817","name":"吴说","avatar":"https://static.tigerbbs.com/9c78365a5abd600f37f8fd9b09aa5119","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3558908168274817","idStr":"3558908168274817"},"themes":[],"title":"吴说每周矿业资讯 0327-0402","htmlText":"1、 比特币矿工 3 月收入超 7.18 亿美元，创自 2022 年 5 月以来新高。此外，比特币算力自本月初以来已上涨约 20%。 2、 美国 SEC 已宣布比特小鹿的 F-4 的注册声明生效；吴忌寒旗下的挖矿公司比特小鹿将于 4 月 11 日举行临时股东大会以批准业务合并等事项；合并后的公司 BTG 将成为纳斯达克上市公司，估值约为11.8 亿美元，股票代码为“BTDR”。值得注意的是，2021年宣布将启动合并与上市时的估值为40亿美金。 3、 云南腾冲法院：近日法院审结了腾冲首例比特币“挖矿”合同纠纷案，法院判决认定挖矿相关合同无效。廖某某向刘某账户转账 728 万元购买矿机挖矿，刘某、徐某某向廖某某转账合计 478 万元，此后二人未向廖某某支付款项，因原告不能保证电力供应。由于双方协商未果，廖某某向法院提起诉讼。 4、 据谷歌旗下网络安全公司 Mandiant 的研究，朝鲜黑客组织 APT43 可能使用云挖矿服务来清洗被盗的加密货币。APT43 使用盗取的加密货币来支付这些服务，并将与犯罪无关的加密货币接收到其选择的钱包中。（CoinDesk） 5、 比特币矿企 Marathon Digital (MARA) 的首席财务官 Hugh Gallagher 将于 5 月 12 日退休，公司正在寻找新的人选。Gallagher 于去年 3 月被任命为 CFO，其任职之际比特币矿企度过了艰难的一年，据 TradingView 数据，Marathon 的股价在过去 12 个月内下跌了约 71%，而比特币价格下跌了约 40%。（CoinDesk） 6、 据 ESG 分析师和投资者 Daniel Batten 的研究，比特币挖矿中使用的大部分电力是来自可再生能源。水电占采矿业使用的所有能源的 23.12%。此外，风能、核能和太阳能分别占挖矿所有电力的 13.98% 、7.94%","listText":"1、 比特币矿工 3 月收入超 7.18 亿美元，创自 2022 年 5 月以来新高。此外，比特币算力自本月初以来已上涨约 20%。 2、 美国 SEC 已宣布比特小鹿的 F-4 的注册声明生效；吴忌寒旗下的挖矿公司比特小鹿将于 4 月 11 日举行临时股东大会以批准业务合并等事项；合并后的公司 BTG 将成为纳斯达克上市公司，估值约为11.8 亿美元，股票代码为“BTDR”。值得注意的是，2021年宣布将启动合并与上市时的估值为40亿美金。 3、 云南腾冲法院：近日法院审结了腾冲首例比特币“挖矿”合同纠纷案，法院判决认定挖矿相关合同无效。廖某某向刘某账户转账 728 万元购买矿机挖矿，刘某、徐某某向廖某某转账合计 478 万元，此后二人未向廖某某支付款项，因原告不能保证电力供应。由于双方协商未果，廖某某向法院提起诉讼。 4、 据谷歌旗下网络安全公司 Mandiant 的研究，朝鲜黑客组织 APT43 可能使用云挖矿服务来清洗被盗的加密货币。APT43 使用盗取的加密货币来支付这些服务，并将与犯罪无关的加密货币接收到其选择的钱包中。（CoinDesk） 5、 比特币矿企 Marathon Digital (MARA) 的首席财务官 Hugh Gallagher 将于 5 月 12 日退休，公司正在寻找新的人选。Gallagher 于去年 3 月被任命为 CFO，其任职之际比特币矿企度过了艰难的一年，据 TradingView 数据，Marathon 的股价在过去 12 个月内下跌了约 71%，而比特币价格下跌了约 40%。（CoinDesk） 6、 据 ESG 分析师和投资者 Daniel Batten 的研究，比特币挖矿中使用的大部分电力是来自可再生能源。水电占采矿业使用的所有能源的 23.12%。此外，风能、核能和太阳能分别占挖矿所有电力的 13.98% 、7.94%","text":"1、 比特币矿工 3 月收入超 7.18 亿美元，创自 2022 年 5 月以来新高。此外，比特币算力自本月初以来已上涨约 20%。 2、 美国 SEC 已宣布比特小鹿的 F-4 的注册声明生效；吴忌寒旗下的挖矿公司比特小鹿将于 4 月 11 日举行临时股东大会以批准业务合并等事项；合并后的公司 BTG 将成为纳斯达克上市公司，估值约为11.8 亿美元，股票代码为“BTDR”。值得注意的是，2021年宣布将启动合并与上市时的估值为40亿美金。 3、 云南腾冲法院：近日法院审结了腾冲首例比特币“挖矿”合同纠纷案，法院判决认定挖矿相关合同无效。廖某某向刘某账户转账 728 万元购买矿机挖矿，刘某、徐某某向廖某某转账合计 478 万元，此后二人未向廖某某支付款项，因原告不能保证电力供应。由于双方协商未果，廖某某向法院提起诉讼。 4、 据谷歌旗下网络安全公司 Mandiant 的研究，朝鲜黑客组织 APT43 可能使用云挖矿服务来清洗被盗的加密货币。APT43 使用盗取的加密货币来支付这些服务，并将与犯罪无关的加密货币接收到其选择的钱包中。（CoinDesk） 5、 比特币矿企 Marathon Digital (MARA) 的首席财务官 Hugh Gallagher 将于 5 月 12 日退休，公司正在寻找新的人选。Gallagher 于去年 3 月被任命为 CFO，其任职之际比特币矿企度过了艰难的一年，据 TradingView 数据，Marathon 的股价在过去 12 个月内下跌了约 71%，而比特币价格下跌了约 40%。（CoinDesk） 6、 据 ESG 分析师和投资者 Daniel Batten 的研究，比特币挖矿中使用的大部分电力是来自可再生能源。水电占采矿业使用的所有能源的 23.12%。此外，风能、核能和太阳能分别占挖矿所有电力的 13.98% 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这个走势说明最大的空投是YT","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/209186397925616","isVote":1,"tweetType":1,"viewCount":1350,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4139662437151780","authorId":"4139662437151780","name":"张必田","avatar":"https://static.tigerbbs.com/c15bfff9db773ab6362a624ef2ad5422","crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4139662437151780","idStr":"4139662437151780"},"content":"还有两亿左右的股票需要增发完了以后，才能合股","text":"还有两亿左右的股票需要增发完了以后，才能合股","html":"还有两亿左右的股票需要增发完了以后，才能合股"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":221605726998576,"gmtCreate":1695139452914,"gmtModify":1695139454132,"author":{"id":"4088136891968310","authorId":"4088136891968310","name":"Hans_qf","avatar":"https://static.tigerbbs.com/8705abd32c1a799780b7eee3225c0afa","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088136891968310","idStr":"4088136891968310"},"themes":[],"htmlText":"<a 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Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1669070061,"share":"https://www.laohu8.com/m/news/2285076090?lang=&edition=full","pubTime":"2022-11-22 06:34","market":"hk","language":"en","title":"GDS Holdings Q3 Sales $332.80M Beat $321.93M Estimate","url":"https://stock-news.laohu8.com/highlight/detail?id=2285076090","media":"Benzinga","summary":"GDS Holdings (NASDAQ:GDS) reported quarterly sales of $332.80 million which beat the analyst consensus estimate of $321.93 million by 3.38 percent.  This is a 4.02 percent increase over sales of $319.93 million the same","content":"<html><body><p>GDS Holdings (NASDAQ:GDS) reported quarterly sales of $332.80 million which beat the analyst consensus estimate of $321.93 million by 3.38 percent.  This is a 4.02 percent increase over sales of $319.93 million the same period last year.</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>GDS Holdings Q3 Sales $332.80M Beat $321.93M Estimate</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\">\nGDS Holdings Q3 Sales $332.80M Beat $321.93M Estimate\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time\">2022-11-22 06:34</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<html><body><p>GDS Holdings (NASDAQ:GDS) reported quarterly sales of $332.80 million which beat the analyst consensus estimate of $321.93 million by 3.38 percent.  This is a 4.02 percent increase over sales of $319.93 million the same period last year.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"GDS":"万国数据"},"source_url":"https://www.benzinga.com/news/earnings/22/11/29813059/gds-holdings-q3-sales-332-80m-beat-321-93m-estimate","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2285076090","content_text":"GDS Holdings (NASDAQ:GDS) reported quarterly sales of $332.80 million which beat the analyst consensus estimate of $321.93 million by 3.38 percent.  This is a 4.02 percent increase over sales of $319.93 million the same period last year.","news_type":1},"isVote":1,"tweetType":1,"viewCount":636,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":667883786,"gmtCreate":1668691164946,"gmtModify":1668691965711,"author":{"id":"4088136891968310","authorId":"4088136891968310","name":"Hans_qf","avatar":"https://static.tigerbbs.com/8705abd32c1a799780b7eee3225c0afa","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088136891968310","idStr":"4088136891968310"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a>买","listText":"<a href=\"https://laohu8.com/S/BABA\">$阿里巴巴(BABA)$&nbsp;</a>买","text":"$阿里巴巴(BABA)$ 买","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/667883786","isVote":1,"tweetType":1,"viewCount":786,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":224568169406584,"gmtCreate":1695834213467,"gmtModify":1695834215770,"author":{"id":"4088136891968310","authorId":"4088136891968310","name":"Hans_qf","avatar":"https://static.tigerbbs.com/8705abd32c1a799780b7eee3225c0afa","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088136891968310","idStr":"4088136891968310"},"themes":[],"htmlText":"动荡","listText":"动荡","text":"动荡","images":[{"img":"https://static.tigerbbs.com/d48663b20a12a1a5ea1518eb8ac21db1","width":"750","height":"1250"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/224568169406584","isVote":1,"tweetType":1,"viewCount":1088,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":222309000310832,"gmtCreate":1695248904509,"gmtModify":1695248905893,"author":{"id":"4088136891968310","authorId":"4088136891968310","name":"Hans_qf","avatar":"https://static.tigerbbs.com/8705abd32c1a799780b7eee3225c0afa","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088136891968310","idStr":"4088136891968310"},"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/222309000310832","repostId":"221736295116864","repostType":1,"repost":{"id":221736295116864,"gmtCreate":1695158086959,"gmtModify":1695158114790,"author":{"id":"3527667584262733","authorId":"3527667584262733","name":"期权小助手","avatar":"https://static.tigerbbs.com/a5496ca83f1c81b8c311afcb3ea30bc8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667584262733","idStr":"3527667584262733"},"themes":[],"title":"【期权策略】适用于FOMC交易的两个规律","htmlText":"美联储将于周二开始为期两天的政策会议，官员们普遍预计目前将维持利率不变，但在新的经济预测中也暗示他们是否认为仍需要加息进一步在年底之前。新的政策声明和利率决定将于美国东部时间周三下午 2 点（北京时间周四凌晨两点）发布，美联储主席杰罗姆·鲍威尔计划于下午 2:30 召开新闻发布会进行详细阐述。市场对这次会议的预期似乎微乎其微。事实上，联邦基金期货显示可能性为 0.8% ，等同于本周没有加息的预期。即将召开的会议加息的可能性也很小，11 月加息 25 个基点的可能性目前为 32%，12 月加息的可能性为 46%。市场已经决定我们可能会或可能不会在今年年底前再次加息。展望明年，期货定价最快将于明年 6 月至 7 月降息，其中 7 月期货几乎肯定会降息 25 个基点，到 2024 年底可能还会降息 1 至 3 个基点。今年以来，美联储决定在 2023 年之前维持利率不变，市场预期似乎与 FOMC 最新的经济预测摘要 (SEP)（通常称为“点图”）大体一致：SEP 每隔一次会议都会更新一次，因此交易者将在周三发布新的点图时热切地研究它。目前，2023 年年底预测中位数为 5.625%，2024 年年底预测中位数为 4.625%。这些与当前联邦基金期货的预测分别为 5.446% 和 4.572% 大致一致。既然交易员普遍与美联储政策制定者保持同步，任何预测的变化都应该迅速纳入市场预期。股票交易员喜欢任何利率下降的迹象。但如果较低的利率路径是基于普遍疲软的经济预测呢？鉴于过去几个月的波动性相对平淡，股市对近期 FOMC 会议的反应波动性也较小也就不足为奇了：请注意，在过去几次会议之后，第1天和3天的收盘价以及3天的高/低百分比变化都相对温和且稳步下降。我们在本周会议之前回顾标准普尔500指数(SPX)的隐含波动率期限结构时，我们看到会议周三的波动率假设从6月的18.825%下降到7","listText":"美联储将于周二开始为期两天的政策会议，官员们普遍预计目前将维持利率不变，但在新的经济预测中也暗示他们是否认为仍需要加息进一步在年底之前。新的政策声明和利率决定将于美国东部时间周三下午 2 点（北京时间周四凌晨两点）发布，美联储主席杰罗姆·鲍威尔计划于下午 2:30 召开新闻发布会进行详细阐述。市场对这次会议的预期似乎微乎其微。事实上，联邦基金期货显示可能性为 0.8% ，等同于本周没有加息的预期。即将召开的会议加息的可能性也很小，11 月加息 25 个基点的可能性目前为 32%，12 月加息的可能性为 46%。市场已经决定我们可能会或可能不会在今年年底前再次加息。展望明年，期货定价最快将于明年 6 月至 7 月降息，其中 7 月期货几乎肯定会降息 25 个基点，到 2024 年底可能还会降息 1 至 3 个基点。今年以来，美联储决定在 2023 年之前维持利率不变，市场预期似乎与 FOMC 最新的经济预测摘要 (SEP)（通常称为“点图”）大体一致：SEP 每隔一次会议都会更新一次，因此交易者将在周三发布新的点图时热切地研究它。目前，2023 年年底预测中位数为 5.625%，2024 年年底预测中位数为 4.625%。这些与当前联邦基金期货的预测分别为 5.446% 和 4.572% 大致一致。既然交易员普遍与美联储政策制定者保持同步，任何预测的变化都应该迅速纳入市场预期。股票交易员喜欢任何利率下降的迹象。但如果较低的利率路径是基于普遍疲软的经济预测呢？鉴于过去几个月的波动性相对平淡，股市对近期 FOMC 会议的反应波动性也较小也就不足为奇了：请注意，在过去几次会议之后，第1天和3天的收盘价以及3天的高/低百分比变化都相对温和且稳步下降。我们在本周会议之前回顾标准普尔500指数(SPX)的隐含波动率期限结构时，我们看到会议周三的波动率假设从6月的18.825%下降到7","text":"美联储将于周二开始为期两天的政策会议，官员们普遍预计目前将维持利率不变，但在新的经济预测中也暗示他们是否认为仍需要加息进一步在年底之前。新的政策声明和利率决定将于美国东部时间周三下午 2 点（北京时间周四凌晨两点）发布，美联储主席杰罗姆·鲍威尔计划于下午 2:30 召开新闻发布会进行详细阐述。市场对这次会议的预期似乎微乎其微。事实上，联邦基金期货显示可能性为 0.8% ，等同于本周没有加息的预期。即将召开的会议加息的可能性也很小，11 月加息 25 个基点的可能性目前为 32%，12 月加息的可能性为 46%。市场已经决定我们可能会或可能不会在今年年底前再次加息。展望明年，期货定价最快将于明年 6 月至 7 月降息，其中 7 月期货几乎肯定会降息 25 个基点，到 2024 年底可能还会降息 1 至 3 个基点。今年以来，美联储决定在 2023 年之前维持利率不变，市场预期似乎与 FOMC 最新的经济预测摘要 (SEP)（通常称为“点图”）大体一致：SEP 每隔一次会议都会更新一次，因此交易者将在周三发布新的点图时热切地研究它。目前，2023 年年底预测中位数为 5.625%，2024 年年底预测中位数为 4.625%。这些与当前联邦基金期货的预测分别为 5.446% 和 4.572% 大致一致。既然交易员普遍与美联储政策制定者保持同步，任何预测的变化都应该迅速纳入市场预期。股票交易员喜欢任何利率下降的迹象。但如果较低的利率路径是基于普遍疲软的经济预测呢？鉴于过去几个月的波动性相对平淡，股市对近期 FOMC 会议的反应波动性也较小也就不足为奇了：请注意，在过去几次会议之后，第1天和3天的收盘价以及3天的高/低百分比变化都相对温和且稳步下降。我们在本周会议之前回顾标准普尔500指数(SPX)的隐含波动率期限结构时，我们看到会议周三的波动率假设从6月的18.825%下降到7","images":[{"img":"https://static.tigerbbs.com/36396e77e31ff3d19a3c73f126829cda","width":"760","height":"712"},{"img":"https://static.tigerbbs.com/2c46604a49d6749fe407d1d75a613fcd","width":"936","height":"742"},{"img":"https://static.tigerbbs.com/cc162a0f77a9404709289e477fbd3106","width":"2014","height":"1118"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/221736295116864","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":989,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":220444015988864,"gmtCreate":1694840639493,"gmtModify":1694840640814,"author":{"id":"4088136891968310","authorId":"4088136891968310","name":"Hans_qf","avatar":"https://static.tigerbbs.com/8705abd32c1a799780b7eee3225c0afa","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088136891968310","idStr":"4088136891968310"},"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/220444015988864","repostId":"220142463901712","repostType":1,"repost":{"id":220142463901712,"gmtCreate":1694775250995,"gmtModify":1694775274131,"author":{"id":"36990708048000","authorId":"36990708048000","name":"好文","avatar":"https://static.tigerbbs.com/30ffc647410e858943769a0c5937ac1e","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"36990708048000","idStr":"36990708048000"},"themes":[],"title":"爆炒？飙涨？Arm 现在比英伟达还要“贵”？","htmlText":"Arm过去四个季度利润近4亿美元，相当于目前市盈率达到162倍，超过了GPU巨头英伟达（110倍）。 <a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a> 对投资者来说，英伟达和Arm的关键区别在于增长。受益于科技巨头们加大对AI芯片投入，英伟达二季度营收同比翻番。相比之下，Arm营收主要来源于向厂商授权芯片架构和设计（智能手机和PC为大头），而Arm最新季度的营收为6.75亿美元，同比减少2%；毛利率高达95%。从财报上看，Arm更像是一个“现金奶牛”，而并非增长型科技公司，不然软银也不会此前寻求之前卖给英伟达回血了。图片佛罗里达大学金融学教授、长期研究IPO的专家Jay Ritter表示：“一家没有增长的公司，市盈率超过100是不合理的。背后的故事是公司将开发一些新的设计，重新启动增长并产生利润”。Arm受到追捧主要有两大原因：1.生成式AI狂热下受益、另有科技巨头们保驾护航；2. 流通股很少。大家对Arm应该不会陌生，全球有95%以上的智能手机和平板电脑都采用Arm架构，苹果、英伟达、AMD、谷歌等都是其客户，他们也都在本次IPO成为了公司的基石投资者，至多购买了7.35亿美元的股份。而有这些科技巨头的背书、叠加生成式AI的狂热，散户自然是大笔买买。券商Fidelity数据显示，Arm在获得苹果、英伟达等巨头力捧的同时，散户也争相涌入，获得超过2万笔买入订单，力压特斯拉、英伟达等散户偏爱个股。&nbsp;图片另外，软银显然对Arm的前景更有信心，认为IPO的估值仍较低，因此先上市只是为了增加流动性+套现回血。本次IPO后，软银仍持有ARM 90%股份，是为最大股东。而在高需求和低供应下，Arm IPO首日如此大涨也不奇怪了。但由于Arm更多是在智能手机和PC市场火爆，这令其后续的成长动能更受关注：","listText":"Arm过去四个季度利润近4亿美元，相当于目前市盈率达到162倍，超过了GPU巨头英伟达（110倍）。 <a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a> 对投资者来说，英伟达和Arm的关键区别在于增长。受益于科技巨头们加大对AI芯片投入，英伟达二季度营收同比翻番。相比之下，Arm营收主要来源于向厂商授权芯片架构和设计（智能手机和PC为大头），而Arm最新季度的营收为6.75亿美元，同比减少2%；毛利率高达95%。从财报上看，Arm更像是一个“现金奶牛”，而并非增长型科技公司，不然软银也不会此前寻求之前卖给英伟达回血了。图片佛罗里达大学金融学教授、长期研究IPO的专家Jay Ritter表示：“一家没有增长的公司，市盈率超过100是不合理的。背后的故事是公司将开发一些新的设计，重新启动增长并产生利润”。Arm受到追捧主要有两大原因：1.生成式AI狂热下受益、另有科技巨头们保驾护航；2. 流通股很少。大家对Arm应该不会陌生，全球有95%以上的智能手机和平板电脑都采用Arm架构，苹果、英伟达、AMD、谷歌等都是其客户，他们也都在本次IPO成为了公司的基石投资者，至多购买了7.35亿美元的股份。而有这些科技巨头的背书、叠加生成式AI的狂热，散户自然是大笔买买。券商Fidelity数据显示，Arm在获得苹果、英伟达等巨头力捧的同时，散户也争相涌入，获得超过2万笔买入订单，力压特斯拉、英伟达等散户偏爱个股。&nbsp;图片另外，软银显然对Arm的前景更有信心，认为IPO的估值仍较低，因此先上市只是为了增加流动性+套现回血。本次IPO后，软银仍持有ARM 90%股份，是为最大股东。而在高需求和低供应下，Arm IPO首日如此大涨也不奇怪了。但由于Arm更多是在智能手机和PC市场火爆，这令其后续的成长动能更受关注：","text":"Arm过去四个季度利润近4亿美元，相当于目前市盈率达到162倍，超过了GPU巨头英伟达（110倍）。 $ARM Holdings Ltd(ARM)$ 对投资者来说，英伟达和Arm的关键区别在于增长。受益于科技巨头们加大对AI芯片投入，英伟达二季度营收同比翻番。相比之下，Arm营收主要来源于向厂商授权芯片架构和设计（智能手机和PC为大头），而Arm最新季度的营收为6.75亿美元，同比减少2%；毛利率高达95%。从财报上看，Arm更像是一个“现金奶牛”，而并非增长型科技公司，不然软银也不会此前寻求之前卖给英伟达回血了。图片佛罗里达大学金融学教授、长期研究IPO的专家Jay Ritter表示：“一家没有增长的公司，市盈率超过100是不合理的。背后的故事是公司将开发一些新的设计，重新启动增长并产生利润”。Arm受到追捧主要有两大原因：1.生成式AI狂热下受益、另有科技巨头们保驾护航；2. 流通股很少。大家对Arm应该不会陌生，全球有95%以上的智能手机和平板电脑都采用Arm架构，苹果、英伟达、AMD、谷歌等都是其客户，他们也都在本次IPO成为了公司的基石投资者，至多购买了7.35亿美元的股份。而有这些科技巨头的背书、叠加生成式AI的狂热，散户自然是大笔买买。券商Fidelity数据显示，Arm在获得苹果、英伟达等巨头力捧的同时，散户也争相涌入，获得超过2万笔买入订单，力压特斯拉、英伟达等散户偏爱个股。 图片另外，软银显然对Arm的前景更有信心，认为IPO的估值仍较低，因此先上市只是为了增加流动性+套现回血。本次IPO后，软银仍持有ARM 90%股份，是为最大股东。而在高需求和低供应下，Arm IPO首日如此大涨也不奇怪了。但由于Arm更多是在智能手机和PC市场火爆，这令其后续的成长动能更受关注：","images":[{"img":"https://static.tigerbbs.com/2d0e5c682a4f57e47a99528631ffe678","width":"1080","height":"810"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/220142463901712","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1210,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":220204263411856,"gmtCreate":1694782108896,"gmtModify":1694782110558,"author":{"id":"4088136891968310","authorId":"4088136891968310","name":"Hans_qf","avatar":"https://static.tigerbbs.com/8705abd32c1a799780b7eee3225c0afa","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088136891968310","idStr":"4088136891968310"},"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/220204263411856","repostId":"216585269596264","repostType":1,"isVote":1,"tweetType":1,"viewCount":985,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":218494009167912,"gmtCreate":1694377841613,"gmtModify":1694377842910,"author":{"id":"4088136891968310","authorId":"4088136891968310","name":"Hans_qf","avatar":"https://static.tigerbbs.com/8705abd32c1a799780b7eee3225c0afa","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088136891968310","idStr":"4088136891968310"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/VIX\">$标普500波动率指数(VIX)$ &nbsp;</a>稳了时间不短了","listText":"<a href=\"https://laohu8.com/S/VIX\">$标普500波动率指数(VIX)$ &nbsp;</a>稳了时间不短了","text":"$标普500波动率指数(VIX)$ 稳了时间不短了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/218494009167912","isVote":1,"tweetType":1,"viewCount":944,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":216588699025576,"gmtCreate":1693906658123,"gmtModify":1693906661139,"author":{"id":"4088136891968310","authorId":"4088136891968310","name":"Hans_qf","avatar":"https://static.tigerbbs.com/8705abd32c1a799780b7eee3225c0afa","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4088136891968310","idStr":"4088136891968310"},"themes":[],"htmlText":"涨的也快了","listText":"涨的也快了","text":"涨的也快了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/216588699025576","repostId":"1171559997","repostType":2,"repost":{"id":"1171559997","kind":"news","pubTimestamp":1693835898,"share":"https://www.laohu8.com/m/news/1171559997?lang=&edition=full","pubTime":"2023-09-04 21:58","market":"us","language":"zh","title":"英伟达最大的风险：全新架构出现，算力需求将骤降？","url":"https://stock-news.laohu8.com/highlight/detail?id=1171559997","media":"华尔街见闻","summary":"Hyena可达到与GPT-4同等的准确性，但使用的算力比后者减少了100倍。","content":"<html><head></head><body><p>作者：葛佳明</p><p>今年的英伟达确实“猛”，不遗余力拼算力似乎已经成了科技巨头们的共识，部分原因在于，不少大模型都以对算力需求较高的Transformer为架构，而如果在不断迭代的过程中，<strong>Transformer逐步被对算力需求少的架构取代，这是否也将成为英伟达的“潜在风险”</strong>？</p><p style=\"text-align: justify;\">投资了OpenAI劲敌Cohere的著名风险投资家、Radical Ventures合伙人Rob Toews，在9月3日发布的专栏文章指出，Transformer在训练时支持并行化，与GPU的“爆火”时间点吻合。GPU拥有更多流处理器，适合对密集数据进行并行处理和并发计算，非常适合且支持基于Transformer的计算工作流负载。</p><p style=\"text-align: justify;\">毫无疑问，Transformer的架构非常强大，彻底改变了AI界，但缺点也明显，当文章长度变长，计算复杂度就变得非常高，同时，随着模型规模不断扩大，所需计算量呈指数级增加，<strong>这两点都让Transformer的算力需求激增</strong>。</p><p style=\"text-align: justify;\">Toews指出，为了弥补Transformer存在的问题，包括Hyena、Monarch Mixer、BiGS、MEGA等提出了用Subquadratic方法来降低运算复杂度，减少算力需求。</p><p style=\"text-align: justify;\">Toews直言，尽管这些架构距离挑战Transformer的“王座”仍有较大差距，但不可否认的是，AI发展过程中新鲜的事物接连出现，不断更新换代的过程中，或许没有什么是永远屹立不倒的。</p><p style=\"text-align: justify;\">当算力需求激增之时，从某种程度上说，谁手握英伟达GPU，谁就掌握了AI时代最硬的“硬通货”。而如果在未来Transformer被对算力需求不高的架构取代，那对最大“卖铲人”英伟达来说将构成一定威胁。</p><h2 id=\"id_1412607848\">Transformer的庞大计算成本</h2><p>2017年6月12日，《Attention is All You Need》论文横空出世，让大模型领域变天的Transformer架构出现了。截至9月4日，Transformer诞生超过6周年，而这篇论文被引用高达87345次。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/71241e3c7fa434d467b734323aea558d\" tg-width=\"640\" tg-height=\"193\"/></p><p>分析指出，基于Transformer不断扩展的大模型们，都是以处理性能和功耗方面的高昂成本为代价。因此，虽然人工智能的潜力可能是无限的，但物理和成本却是有限的。</p><p style=\"text-align: justify;\">为什么Transformer对算力的要求如此之高？</p><p style=\"text-align: justify;\">Toews解释称，主要有以下两个原因:1.注意力（attention）机制的计算复杂度，2.越发庞大的模型规模：</p><blockquote><p style=\"text-align: justify;\">Transformer的基本原理是使用自注意力机制来捕获序列数据中的依赖关系，无论它们的距离有多远。</p><p style=\"text-align: justify;\">注意力机制需要将序列中每个词与其他所有词进行配对比较，这导致运算量随序列长度的平方增长，即计算复杂度为O(n^2)。这种平方级复杂度使得随着文本长度增加，所需计算成本急剧上升。</p><p style=\"text-align: justify;\">与此同时，Transformer架构可以更好地扩展大模型，所以研究者不断基于Transformer训练更大规模的模型。目前主流的语言模型参数量达到了数百亿级甚至万亿级，需要大量算力支持。随着模型规模的扩大，所需算力呈指数级上涨。</p></blockquote><p style=\"text-align: justify;\">谷歌母公司Alphabet首席财务官Ruth Porat在财报电话会上表示，<strong>由于需要投资AI基础设施，资本支出将比去年的创纪录水平“略高”</strong>。</p><p style=\"text-align: justify;\">微软最新报告显示，该公司季度资本支出超出预期，首席财务官Amy Hood称原因为加大AI基础设施建设。</p><p style=\"text-align: justify;\">微软在今年年初又向OpenAI砸了100亿美元，为了支撑起大语言模型训练所需的庞大计算资源费用。成立仅18个月的初创公司Inflection也融资超过10亿美元用于构建GPU集群，以训练其大语言模型。</p><p style=\"text-align: justify;\">英伟达GPU在市场的“哄抢”中陷入产能瓶颈。最新的H100芯片早已全部卖空，现在下单要等2024年第一季度甚至第二季度才能排上队。</p><p style=\"text-align: justify;\">Toews指出，上述种种都不难看出，<strong>基于Transformer的模型对计算资源的需求之大，以至于当前的人工智能热潮引发了全球GPU供应短缺，硬件制造商无法跟上激增的需求。</strong></p><h2 id=\"id_248356418\">Transformer面临的难题</h2><p style=\"text-align: justify;\">同时，Toews指出，Transformer处理的句子长度受限，已有的方法大多使用截断的方式，这会导致信息损失，因此<strong>如何实现长文本的预训练是目前的一大难题</strong>。</p><p style=\"text-align: justify;\">而这场AI军备竞赛注定还将持续下去，如果 OpenAI、Anthropic或任何其他公司继续使用Transformer架构，那么它们模型的文本序列长度会受限。</p><p style=\"text-align: justify;\">Toews指出，人们已经进行了各种尝试来更新Transformer架构，仍然使用注意力机制，但能够更好地处理长序列。然而，这些改进后的Transformer架构（如Longformer、Reformer、Performer、Linformer和Big Bird）通常会牺牲部分性能，因此未能获得采用。</p><p style=\"text-align: justify;\">Toews强调，没有一样事物会是完美的，历史的发展也不会停下脚步，尽管Transformer在现在占据绝对的优势地位，但它也并非没有缺点，而这些缺点为新的架构打开了大门。</p><h2 id=\"id_1652538388\" style=\"text-align: start;\">“王位”挑战者出现了？</h2><p style=\"text-align: justify;\">Toews认为，现在寻找可以替代&#34;Transformer&#34;的架构成了最有潜力的领域，而其中的一个研究方向是用一种新的函数替代注意力机制。包括Hyena、Monarch Mixer、BiGS、MEGA等提出了<strong>用Subquadratic方法来降低运算复杂度，减少算力需求</strong>。</p><p style=\"text-align: justify;\">Toews强调，<strong>斯坦福和Mila的研究人员提出了一种名为Hyena的新架构</strong>，具有代替Transformer的潜力，它是一种无注意力、卷积架构，可以匹配注意力模型的质量，同时可以降低计算成本。在次二次多项式NLP任务上表现出色：</p><blockquote><p style=\"text-align: justify;\">据称，Hyena可达到与GPT-4同等的准确性，但使用的算力比后者减少了100倍。这是第一个能够在总FLOPS减少20%的情况下与GPT质量相匹配的无注意力架构，具有成为图像分类的通用深度学习运算符的潜力。</p></blockquote><p style=\"text-align: justify;\">Toews表示，需要注意的是，最初的&#34;Hyena&#34;研究是在相对小的规模下进行的。最大的&#34;Hyena&#34;模型具有13亿个参数，而GPT-3有1750亿个参数，而GPT-4据说达到1.8万亿个参数。因此针对&#34;Hyena&#34;架构的一个关键测试将是，在将其扩展到当前&#34;Transformer&#34;模型规模的情况下，它是否能继续表现出强大的性能和效率提升。</p><p style=\"text-align: justify;\">Toews认为，而液态神经网络是另一个具有取代“Transformer”潜力的架构。麻省理工学院的两名研究人员<strong>从微小的秀丽隐杆线虫（Caenorhabditis elegans）中汲取灵感，创造了所谓的 “液态神经网络” （liquid neural networks）。</strong></p><p style=\"text-align: justify;\">据称，液态神经网络不仅速度更快，而且异常稳定，这意味着系统可以处理大量的输入而不至于失控。</p><p style=\"text-align: justify;\">Toews认为这种较小的架构意味着液态神经网络比&#34;Transformer&#34;更加透明且更易于人类理解:</p><blockquote><p style=\"text-align: justify;\">毕竟，对于人类来说，更容易解释具有253个连接的网络发生了什么，而不是拥有1750亿个连接的网络。</p></blockquote><p style=\"text-align: justify;\">当架构不断改进，逐渐减少了对算力的依赖，是否也意味着会对未来英伟达的营收产生影响？</p></body></html>","source":"live_wallstreetcn","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>英伟达最大的风险：全新架构出现，算力需求将骤降？</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{ 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#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英伟达最大的风险：全新架构出现，算力需求将骤降？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-04 21:58 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3697092><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：葛佳明今年的英伟达确实“猛”，不遗余力拼算力似乎已经成了科技巨头们的共识，部分原因在于，不少大模型都以对算力需求较高的Transformer为架构，而如果在不断迭代的过程中，Transformer逐步被对算力需求少的架构取代，这是否也将成为英伟达的“潜在风险”？投资了OpenAI劲敌Cohere的著名风险投资家、Radical Ventures合伙人Rob Toews，在9月3日发布的专栏...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3697092\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7d047358e0af1920417573b07259e5f2","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://wallstreetcn.com/articles/3697092","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"1171559997","content_text":"作者：葛佳明今年的英伟达确实“猛”，不遗余力拼算力似乎已经成了科技巨头们的共识，部分原因在于，不少大模型都以对算力需求较高的Transformer为架构，而如果在不断迭代的过程中，Transformer逐步被对算力需求少的架构取代，这是否也将成为英伟达的“潜在风险”？投资了OpenAI劲敌Cohere的著名风险投资家、Radical Ventures合伙人Rob Toews，在9月3日发布的专栏文章指出，Transformer在训练时支持并行化，与GPU的“爆火”时间点吻合。GPU拥有更多流处理器，适合对密集数据进行并行处理和并发计算，非常适合且支持基于Transformer的计算工作流负载。毫无疑问，Transformer的架构非常强大，彻底改变了AI界，但缺点也明显，当文章长度变长，计算复杂度就变得非常高，同时，随着模型规模不断扩大，所需计算量呈指数级增加，这两点都让Transformer的算力需求激增。Toews指出，为了弥补Transformer存在的问题，包括Hyena、Monarch Mixer、BiGS、MEGA等提出了用Subquadratic方法来降低运算复杂度，减少算力需求。Toews直言，尽管这些架构距离挑战Transformer的“王座”仍有较大差距，但不可否认的是，AI发展过程中新鲜的事物接连出现，不断更新换代的过程中，或许没有什么是永远屹立不倒的。当算力需求激增之时，从某种程度上说，谁手握英伟达GPU，谁就掌握了AI时代最硬的“硬通货”。而如果在未来Transformer被对算力需求不高的架构取代，那对最大“卖铲人”英伟达来说将构成一定威胁。Transformer的庞大计算成本2017年6月12日，《Attention is All You Need》论文横空出世，让大模型领域变天的Transformer架构出现了。截至9月4日，Transformer诞生超过6周年，而这篇论文被引用高达87345次。分析指出，基于Transformer不断扩展的大模型们，都是以处理性能和功耗方面的高昂成本为代价。因此，虽然人工智能的潜力可能是无限的，但物理和成本却是有限的。为什么Transformer对算力的要求如此之高？Toews解释称，主要有以下两个原因:1.注意力（attention）机制的计算复杂度，2.越发庞大的模型规模：Transformer的基本原理是使用自注意力机制来捕获序列数据中的依赖关系，无论它们的距离有多远。注意力机制需要将序列中每个词与其他所有词进行配对比较，这导致运算量随序列长度的平方增长，即计算复杂度为O(n^2)。这种平方级复杂度使得随着文本长度增加，所需计算成本急剧上升。与此同时，Transformer架构可以更好地扩展大模型，所以研究者不断基于Transformer训练更大规模的模型。目前主流的语言模型参数量达到了数百亿级甚至万亿级，需要大量算力支持。随着模型规模的扩大，所需算力呈指数级上涨。谷歌母公司Alphabet首席财务官Ruth Porat在财报电话会上表示，由于需要投资AI基础设施，资本支出将比去年的创纪录水平“略高”。微软最新报告显示，该公司季度资本支出超出预期，首席财务官Amy Hood称原因为加大AI基础设施建设。微软在今年年初又向OpenAI砸了100亿美元，为了支撑起大语言模型训练所需的庞大计算资源费用。成立仅18个月的初创公司Inflection也融资超过10亿美元用于构建GPU集群，以训练其大语言模型。英伟达GPU在市场的“哄抢”中陷入产能瓶颈。最新的H100芯片早已全部卖空，现在下单要等2024年第一季度甚至第二季度才能排上队。Toews指出，上述种种都不难看出，基于Transformer的模型对计算资源的需求之大，以至于当前的人工智能热潮引发了全球GPU供应短缺，硬件制造商无法跟上激增的需求。Transformer面临的难题同时，Toews指出，Transformer处理的句子长度受限，已有的方法大多使用截断的方式，这会导致信息损失，因此如何实现长文本的预训练是目前的一大难题。而这场AI军备竞赛注定还将持续下去，如果 OpenAI、Anthropic或任何其他公司继续使用Transformer架构，那么它们模型的文本序列长度会受限。Toews指出，人们已经进行了各种尝试来更新Transformer架构，仍然使用注意力机制，但能够更好地处理长序列。然而，这些改进后的Transformer架构（如Longformer、Reformer、Performer、Linformer和Big Bird）通常会牺牲部分性能，因此未能获得采用。Toews强调，没有一样事物会是完美的，历史的发展也不会停下脚步，尽管Transformer在现在占据绝对的优势地位，但它也并非没有缺点，而这些缺点为新的架构打开了大门。“王位”挑战者出现了？Toews认为，现在寻找可以替代\"Transformer\"的架构成了最有潜力的领域，而其中的一个研究方向是用一种新的函数替代注意力机制。包括Hyena、Monarch Mixer、BiGS、MEGA等提出了用Subquadratic方法来降低运算复杂度，减少算力需求。Toews强调，斯坦福和Mila的研究人员提出了一种名为Hyena的新架构，具有代替Transformer的潜力，它是一种无注意力、卷积架构，可以匹配注意力模型的质量，同时可以降低计算成本。在次二次多项式NLP任务上表现出色：据称，Hyena可达到与GPT-4同等的准确性，但使用的算力比后者减少了100倍。这是第一个能够在总FLOPS减少20%的情况下与GPT质量相匹配的无注意力架构，具有成为图像分类的通用深度学习运算符的潜力。Toews表示，需要注意的是，最初的\"Hyena\"研究是在相对小的规模下进行的。最大的\"Hyena\"模型具有13亿个参数，而GPT-3有1750亿个参数，而GPT-4据说达到1.8万亿个参数。因此针对\"Hyena\"架构的一个关键测试将是，在将其扩展到当前\"Transformer\"模型规模的情况下，它是否能继续表现出强大的性能和效率提升。Toews认为，而液态神经网络是另一个具有取代“Transformer”潜力的架构。麻省理工学院的两名研究人员从微小的秀丽隐杆线虫（Caenorhabditis elegans）中汲取灵感，创造了所谓的 “液态神经网络” （liquid neural networks）。据称，液态神经网络不仅速度更快，而且异常稳定，这意味着系统可以处理大量的输入而不至于失控。Toews认为这种较小的架构意味着液态神经网络比\"Transformer\"更加透明且更易于人类理解:毕竟，对于人类来说，更容易解释具有253个连接的网络发生了什么，而不是拥有1750亿个连接的网络。当架构不断改进，逐渐减少了对算力的依赖，是否也意味着会对未来英伟达的营收产生影响？","news_type":1},"isVote":1,"tweetType":1,"viewCount":1163,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}