Alex无心的个人主页 - 老虎社区

Alex无心

Alex无心

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IP属地：广东

59关注

16粉丝

1主题

0勋章

09-07

$特朗普媒体科技集团(DJT)$ 10号，美国总统辩论，电视直播

08-29

$英伟达(NVDA)$ NVDA财报会，老黄还是回答不了那个最核心的问题：NVDA的客户怎么从AI上赚钱？具体到NVDA自身，下季度325亿美元，环比不到10%的增长也不够亮眼。这轮见顶了纳斯达克综合指数，可能需要一波20%以上的回调来消化AI泡沫。

08-15

哦你不跟我我，赶紧提酷我英伟达

08-14

$英伟达(NVDA)$ 有资金在跑路

08-13

6.30的数据，现在都8月，快9月了

小摩Q2仍为英伟达等科技巨头添柴，大举加仓满帮等中概股

08-07

$英伟达(NVDA)$ 超微6月30日的营收比预期差，变相NVDA6月30日的营收也不会超预期太多，到时出业绩只系同预期一样，就只会向下

08-06

$苹果(AAPL)$ 最大的庄家巴菲特都跑了，其他资金闻风而逃，很多借日本低息的资金也要逃

08-06

$苹果(AAPL)$ 苹果昨天，尾盘有大资金出逃

08-06

$三倍做多半导体ETF-Direxion Daily(SOXL)$ 青菜钱

08-03

咔叽司机好司机司机司机叫

08-03

$GraniteShares 2x Long NVDA Daily ETF(NVDL)$

07-31

$Rivian Automotive, Inc.(RIVN)$ 美股科技股大逃杀正式开始了

07-24

AI，亏损

Alphabet盈利超出预期，因其云业务蓬勃发展，但AI亏损扩大

07-24

竞猜赢虎币，寻找实盘收益王

查看详情：竞猜赢虎币，寻找实盘收益王快来参与实盘竞猜活动，寻找你心中的收益王者，竞猜最高可获得USD 500代金券奖励。此帖仅开放于中国大陆用户

竞猜赢虎币，寻找实盘收益王

07-23

又吹牛逼，跟自动驾驶一样

马斯克：今年12月前训练出全球最强AI

07-19

$INTC 20240719 35.0 PUT$ 或于刺激，青菜钱

07-16

$英伟达(NVDA)$ 生成式ai一定大有可为

07-15

$网易(NTES)$ 永劫无间手游，7.25号公测

07-12

$U 20240719 15.5 CALL$ 青菜钱$Unity Software Inc.(U)$ $英伟达(NVDA)$ $特斯拉(TSLA)$

07-11

$SoundHound AI Inc(SOUN)$ 牛逼

去老虎APP查看更多动态

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有资金在跑路","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/338458093179224","isVote":1,"tweetType":1,"viewCount":590,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":337996159611032,"gmtCreate":1723519140927,"gmtModify":1723519142670,"author":{"id":"4133745639182920","authorId":"4133745639182920","name":"Alex无心","avatar":"https://static.tigerbbs.com/2722a441d6d2633b39d958cb925578ce","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4133745639182920","authorIdStr":"4133745639182920"},"themes":[],"htmlText":"6.30的数据，现在都8月，快9月了","listText":"6.30的数据，现在都8月，快9月了","text":"6.30的数据，现在都8月，快9月了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/337996159611032","repostId":"2459299429","repostType":4,"repost":{"id":"2459299429","kind":"news","pubTimestamp":1723515749,"share":"https://www.laohu8.com/m/news/2459299429?lang=&edition=full","pubTime":"2024-08-13 10:22","market":"hk","language":"zh","title":"小摩Q2仍为英伟达等科技巨头添柴，大举加仓满帮等中概股","url":"https://stock-news.laohu8.com/highlight/detail?id=2459299429","media":"智通财经","summary":"英伟达位列第二，持仓3.91亿股，持仓市值约482.77亿美元，占投资组合比例为3.97%，较上季度持仓数量增长2.94%。值得注意的是，该机构本季度增持了微软、英伟达、苹果、亚马逊、META、谷歌等科技巨头，同时大举加仓满帮2670万股，以及爱奇艺、哔哩哔哩等中概股，本季度该机构还减持了Nuwellis等股票。从持仓比例变化来看，前五大买入标的为：英伟达、苹果、谷歌、微软、博通前五大卖出标的包括：赛富时、摩根大通、施贵宝、SPDR S&P 500 ETF、前进保险。","content":"<html><head></head><body><p>智通财经APP获悉，根据美国证券交易委员会(SEC)披露，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>递交了截止至2024年6月30日的第二季度持仓报告(13F)。</p><p>据统计，摩根大通第二季度持仓总市值为1.22万亿美元，上一季度总市值为1.18万亿美元，环比增长3%。该基金在第二季度的投资组合中新增了592只个股，增持了2645只个股，减持了3428只个股，清仓了638只个股。其中前十大持仓标的占总市值的24.27%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/47acd2892c334dd9c0aaedf58a512788\" tg-width=\"605\" tg-height=\"290\"/></p><p>在摩根大通的第二季度前十大重仓股中，大型科技巨头仍占多数。在前五大重仓股中，<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.US)位列第一，持仓1.33亿股，持仓市值约592.68亿美元，占投资组合比例为4.87%，较上季度持仓数量增长3.81%。</p><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)位列第二，持仓3.91亿股，持仓市值约482.77亿美元，占投资组合比例为3.97%，较上季度持仓数量增长2.94%。</p><p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL.US)位列第三，持仓1.81亿股，持仓市值约380.77亿美元，占投资组合比例为3.13%，较上季度持仓数量增长15.85%。</p><p><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)位列第四，持仓1.73亿股，持仓市值为334.07亿美元，占投资组合比例为2.74%，较上季度持仓数量增长0.66%。</p><p>SPDR<a href=\"https://laohu8.com/S/IVV\">标普500指数ETF</a>(SPY.US)位列第五，持仓0.56亿股，持仓市值为306.55亿美元，占投资组合比例为2.52%，较上季度持仓数量下降6.68%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/88c8fbff7307446f07077c09d6afc954\" tg-width=\"1021\" tg-height=\"507\"/></p><p>摩根大通第二季度建仓了Blackrock Flexible Income ETF(BINC.US)、GE Vernova(GEV.US)、UL Solutions(ULS.US)等股票，清仓了JP Morgan Active Bond ETF(JBND.US) 、Pioneer Natural Resources等股票。</p><p>值得注意的是，该机构本季度增持了微软、英伟达、苹果、亚马逊、META、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>(GOOGL.US)等科技巨头，同时大举加仓<a href=\"https://laohu8.com/S/YMM\">满帮</a>(YMM.US)2670万股，以及<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>(IQ.US)、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>(BILI.US)等中概股，本季度该机构还减持了Nuwellis(NUWE.US)等股票。</p><p>从持仓比例变化来看，前五大买入标的为：英伟达、苹果、谷歌、微软、<a href=\"https://laohu8.com/S/AVGO\">博通</a>(AVGO.US)</p><p>前五大卖出标的包括：<a href=\"https://laohu8.com/S/CRM\">赛富时</a>(CRM.US)、摩根大通、<a href=\"https://laohu8.com/S/BMY\">施贵宝</a>(BMY.US)、SPDR S&amp;P 500 ETF(SPY.US)、前进保险(PGR.US)。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3d73a9c4a863a22ba2ac2780c31b1d5\" tg-width=\"826\" tg-height=\"408\"/></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>小摩Q2仍为英伟达等科技巨头添柴，大举加仓满帮等中概股</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小摩Q2仍为英伟达等科技巨头添柴，大举加仓满帮等中概股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-13 10:22 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1163294.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，根据美国证券交易委员会(SEC)披露，摩根大通递交了截止至2024年6月30日的第二季度持仓报告(13F)。据统计，摩根大通第二季度持仓总市值为1.22万亿美元，上一季度总市值为1.18万亿美元，环比增长3%。该基金在第二季度的投资组合中新增了592只个股，增持了2645只个股，减持了3428只个股，清仓了638只个股。其中前十大持仓标的占总市值的24.27%。在摩根大通的...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1163294.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/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{"MSFT":"微软","LU0061474960.USD":"天利环球焦点基金AU Acc","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU0502904849.HKD":"FIDELITY FUNDS  CHINA INNOVATION \"A\" (HKD) ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4551":"寇图资本持仓","LU1261432733.SGD":"Fidelity World A-ACC-SGD","YMM":"满帮","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC 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ETF(JBND.US) 、Pioneer Natural Resources等股票。值得注意的是，该机构本季度增持了微软、英伟达、苹果、亚马逊、META、谷歌(GOOGL.US)等科技巨头，同时大举加仓满帮(YMM.US)2670万股，以及爱奇艺(IQ.US)、哔哩哔哩(BILI.US)等中概股，本季度该机构还减持了Nuwellis(NUWE.US)等股票。从持仓比例变化来看，前五大买入标的为：英伟达、苹果、谷歌、微软、博通(AVGO.US)前五大卖出标的包括：赛富时(CRM.US)、摩根大通、施贵宝(BMY.US)、SPDR S&P 500 ETF(SPY.US)、前进保险(PGR.US)。","news_type":1},"isVote":1,"tweetType":1,"viewCount":739,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":335670665011600,"gmtCreate":1722987072323,"gmtModify":1722987074004,"author":{"id":"4133745639182920","authorId":"4133745639182920","name":"Alex无心","avatar":"https://static.tigerbbs.com/2722a441d6d2633b39d958cb925578ce","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4133745639182920","authorIdStr":"4133745639182920"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$&nbsp;</a> 超微6月30日的营收比预期差，变相NVDA6月30日的营收也不会超预期太多，到时出业绩只系同预期一样，就只会向下","listText":"<a 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ETF(NVDL)$","images":[{"img":"https://static.tigerbbs.com/c6ab8b4bb21f48e2639dde68bddd2f64","width":"972","height":"1631"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/334186232660008","isVote":1,"tweetType":1,"viewCount":325,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":333127802532000,"gmtCreate":1722355674072,"gmtModify":1722355675600,"author":{"id":"4133745639182920","authorId":"4133745639182920","name":"Alex无心","avatar":"https://static.tigerbbs.com/2722a441d6d2633b39d958cb925578ce","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4133745639182920","authorIdStr":"4133745639182920"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$&nbsp;</a> 美股科技股大逃杀正式开始了","listText":"<a href=\"https://laohu8.com/S/RIVN\">$Rivian Automotive, Inc.(RIVN)$&nbsp;</a> 美股科技股大逃杀正式开始了","text":"$Rivian Automotive, Inc.(RIVN)$ 美股科技股大逃杀正式开始了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/333127802532000","isVote":1,"tweetType":1,"viewCount":766,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":330697808441440,"gmtCreate":1721767367886,"gmtModify":1721767369440,"author":{"id":"4133745639182920","authorId":"4133745639182920","name":"Alex无心","avatar":"https://static.tigerbbs.com/2722a441d6d2633b39d958cb925578ce","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4133745639182920","authorIdStr":"4133745639182920"},"themes":[],"htmlText":"AI，亏损","listText":"AI，亏损","text":"AI，亏损","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330697808441440","repostId":"2453609750","repostType":2,"repost":{"id":"2453609750","kind":"news","pubTimestamp":1721767020,"share":"https://www.laohu8.com/m/news/2453609750?lang=&edition=full","pubTime":"2024-07-24 04:37","market":"other","language":"zh","title":"Alphabet盈利超出预期，因其云业务蓬勃发展，但AI亏损扩大","url":"https://stock-news.laohu8.com/highlight/detail?id=2453609750","media":"环球市场播报","summary":"谷歌母公司 Alphabet于周二收盘后公布了其第二财季收益，营收和利润均超过分析师预期，因为其云业务继续加速发展，营业利润首次突破 10 亿美元大关。　　该声明发布后，Alphabet股价随即持平。　　今年迄今，Alphabet 股价已上涨 30%。　　Alphabet 报告称，在第二季度，该公司在其DeepMind 和Google Research部门投资了22亿美元来构建AI模型。　　在加大对人工智能的投资的同时，Alphabet 也在削减其他领域的开支，包括裁员。第二季度，该公司报告称员工总数为 179582 人，低于去年同期的 181798 人。","content":"<html><body><div>\n<p>　　<font><a href=\"https://laohu8.com/S/GOOG\">谷歌</a>母公司 Alphabet</font><font>于周二收盘后</font><font>公布了其第二财季收益</font><font>，营收和利润均超过分析师预期，因为其云业务继续加速发展，营业利润首次突破 10 亿美元大关。</font></p>\n<p>　　<font><font>本季度，该公司每股收益为 1.89 美元，营收为 847 亿美元。根据数据来看，分析师预计每股收益为 1.85 美元，营收为 843 亿美元。这与去年同期相比大幅增长，去年同期该公司每股收益为 1.44 美元，营收为 746 亿美元。</font></font></p>\n<p>　　<font><font>广告收入达到 646 亿美元，高于分析师预期的 645 亿美元，也高于去年的 581 亿美元。不过，YouTube 广告收入却不尽如人意，仅为 86.6 亿美元，低于预期的 89.5 亿美元。</font></font></p>\n<p>　　<font>该声明发布后，Alphabet股价随即持平。</font></p>\n<p>　　<font><font>谷歌的云计算收入为 103.5 亿美元，营业收入为 11.7 亿美元。这好于分析师预期的 101 亿美元和 9.822 亿美元的营业收入，也高于该公司在 2023 年第二季度报告的 80 亿美元收入和 3.95 亿美元的营业收入。</font></font></p>\n<p>　　<font><font>今年迄今，Alphabet 股价已上涨 30%。竞争对手<a href=\"https://laohu8.com/S/MSFT\">微软</a></font></font><font><font>和<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a></font></font><font><font> 的股价今年迄今分别上涨 18% 和 22%。这三家公司都在投入大量资金打造自己的生成式AI 能力，并不惜重金打造数据中心，从而为通过云服务平台提供的AI模型提供支持。</font></font></p>\n<p>　　<font><font>Alphabet 报告称，在第二季度，该公司在其DeepMind 和Google Research部门投资了22亿美元来构建AI模型。这一数字高于 2023 年第二季度的11亿美元。AI何时开始为 Google 的云业务（更不用说其广告业务）创造收入仍未可知。</font></font></p>\n<div><img src=\"http://n.sinaimg.cn/finance/transform/682/w337h345/20240724/a50f-ccd38f58aad442e02e280c254ee7baf6.png\"/></div>\n<p>　　<font><a href=\"https://laohu8.com/S/JEF\">杰富瑞</a> （Jefferies） 分析师布伦特·希尔 （Brent Thill） 在 Alphabet 公布财报前在最近的一份投资者报告中写道：“现在指望人工智能带来的好处还为时过早，因为大多数公司仍处于试点模式，而实质性的人工智能收入更有可能在2025-26年实现。”</font></p>\n<p>　　<font><font>谷歌仍在尝试利用AI Overview（一种显示在谷歌搜索结果页面顶部的生成式 AI 功能）找到立足点。今年5月，该公司推出了该搜索功能，但用户很快发现其答案并不总是准确的，例如它会告诉用户</font></font><font><font>在披萨里放胶水或每天吃一块石头</font></font><font><font>。谷歌的回应是撤回一些生成式 AI 功能。</font></font></p>\n<p>　　<font><font>在加大对人工智能的投资的同时，Alphabet 也在削减其他领域的开支，包括裁员。第二季度，该公司报告称员工总数为 179582 人，低于去年同期的 181798 人。</font></font></p>\n<div></div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：杨淳端 </p>\n</div></body></html>","source":"sina","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>Alphabet盈利超出预期，因其云业务蓬勃发展，但AI亏损扩大</title>\n<style 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}\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\">\nAlphabet盈利超出预期，因其云业务蓬勃发展，但AI亏损扩大\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-24 04:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/world/2024-07-24/doc-incfekkn9721151.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>谷歌母公司 Alphabet于周二收盘后公布了其第二财季收益，营收和利润均超过分析师预期，因为其云业务继续加速发展，营业利润首次突破 10 亿美元大关。\n　　本季度，该公司每股收益为 1.89 美元，营收为 847 亿美元。根据数据来看，分析师预计每股收益为 1.85 美元，营收为 843 亿美元。这与去年同期相比大幅增长，去年同期该公司每股收益为 1.44 美元，营收为 746 亿美元。\n　　...</p>\n\n<a href=\"https://finance.sina.com.cn/world/2024-07-24/doc-incfekkn9721151.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0211327993.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (USD) ACC","LU0130103400.USD":"Natixis Harris Associates Global Equity RA USD","BK4548":"巴美列捷福持仓","BK4514":"搜索引擎","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU0211328371.USD":"TEMPLETON GLOBAL EQUITY INCOME \"A\" (MDIS) (USD)   INC","LU0029864427.USD":"TEMPLETON GLOBAL \"A\" (USD) INC","LU0203201768.USD":"AB SICAV I - ALL MARKET INCOME PORTFOLIO \"AX\" (USD) 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ACC","BK4573":"虚拟现实"},"source_url":"https://finance.sina.com.cn/world/2024-07-24/doc-incfekkn9721151.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2453609750","content_text":"谷歌母公司 Alphabet于周二收盘后公布了其第二财季收益，营收和利润均超过分析师预期，因为其云业务继续加速发展，营业利润首次突破 10 亿美元大关。\n　　本季度，该公司每股收益为 1.89 美元，营收为 847 亿美元。根据数据来看，分析师预计每股收益为 1.85 美元，营收为 843 亿美元。这与去年同期相比大幅增长，去年同期该公司每股收益为 1.44 美元，营收为 746 亿美元。\n　　广告收入达到 646 亿美元，高于分析师预期的 645 亿美元，也高于去年的 581 亿美元。不过，YouTube 广告收入却不尽如人意，仅为 86.6 亿美元，低于预期的 89.5 亿美元。\n　　该声明发布后，Alphabet股价随即持平。\n　　谷歌的云计算收入为 103.5 亿美元，营业收入为 11.7 亿美元。这好于分析师预期的 101 亿美元和 9.822 亿美元的营业收入，也高于该公司在 2023 年第二季度报告的 80 亿美元收入和 3.95 亿美元的营业收入。\n　　今年迄今，Alphabet 股价已上涨 30%。竞争对手微软和亚马逊 的股价今年迄今分别上涨 18% 和 22%。这三家公司都在投入大量资金打造自己的生成式AI 能力，并不惜重金打造数据中心，从而为通过云服务平台提供的AI模型提供支持。\n　　Alphabet 报告称，在第二季度，该公司在其DeepMind 和Google Research部门投资了22亿美元来构建AI模型。这一数字高于 2023 年第二季度的11亿美元。AI何时开始为 Google 的云业务（更不用说其广告业务）创造收入仍未可知。\n\n　　杰富瑞 （Jefferies） 分析师布伦特·希尔 （Brent Thill） 在 Alphabet 公布财报前在最近的一份投资者报告中写道：“现在指望人工智能带来的好处还为时过早，因为大多数公司仍处于试点模式，而实质性的人工智能收入更有可能在2025-26年实现。”\n　　谷歌仍在尝试利用AI Overview（一种显示在谷歌搜索结果页面顶部的生成式 AI 功能）找到立足点。今年5月，该公司推出了该搜索功能，但用户很快发现其答案并不总是准确的，例如它会告诉用户在披萨里放胶水或每天吃一块石头。谷歌的回应是撤回一些生成式 AI 功能。\n　　在加大对人工智能的投资的同时，Alphabet 也在削减其他领域的开支，包括裁员。第二季度，该公司报告称员工总数为 179582 人，低于去年同期的 181798 人。\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：杨淳端","news_type":1},"isVote":1,"tweetType":1,"viewCount":477,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":330648327688224,"gmtCreate":1721755277801,"gmtModify":1721755433757,"author":{"id":"4133745639182920","authorId":"4133745639182920","name":"Alex无心","avatar":"https://static.tigerbbs.com/2722a441d6d2633b39d958cb925578ce","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4133745639182920","authorIdStr":"4133745639182920"},"themes":[],"title":"竞猜赢虎币 ，寻找实盘收益王","htmlText":"查看详情： <a href=\"https://www.atigrvibe.com/activity/market/2024/trading-guess?inviteId=KVVSUYEL&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=333d65b93843684cb8b80d49d55badd8&amp;invite=2GMC2U&amp;lang=zh_CN\">竞猜赢虎币 ，寻找实盘收益王</a> 快来参与实盘竞猜活动，寻找你心中的收益王者，竞猜最高可获得USD 500代金券奖励。 此帖仅开放于中国大陆用户","listText":"查看详情： <a href=\"https://www.atigrvibe.com/activity/market/2024/trading-guess?inviteId=KVVSUYEL&amp;utm_medium=tiger_community&amp;platform=iOS&amp;shareID=333d65b93843684cb8b80d49d55badd8&amp;invite=2GMC2U&amp;lang=zh_CN\">竞猜赢虎币 ，寻找实盘收益王</a> 快来参与实盘竞猜活动，寻找你心中的收益王者，竞猜最高可获得USD 500代金券奖励。 此帖仅开放于中国大陆用户","text":"查看详情： 竞猜赢虎币 ，寻找实盘收益王 快来参与实盘竞猜活动，寻找你心中的收益王者，竞猜最高可获得USD 500代金券奖励。 此帖仅开放于中国大陆用户","images":[{"img":"https://static.tigerbbs.com/f22c491ee8ae08f0d36ded0795f1fe33"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330648327688224","isVote":1,"tweetType":1,"viewCount":588,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":330424339820616,"gmtCreate":1721700634139,"gmtModify":1721701623673,"author":{"id":"4133745639182920","authorId":"4133745639182920","name":"Alex无心","avatar":"https://static.tigerbbs.com/2722a441d6d2633b39d958cb925578ce","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4133745639182920","authorIdStr":"4133745639182920"},"themes":[],"htmlText":"又吹牛逼，跟自动驾驶一样","listText":"又吹牛逼，跟自动驾驶一样","text":"又吹牛逼，跟自动驾驶一样","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/330424339820616","repostId":"1189437674","repostType":2,"repost":{"id":"1189437674","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1721700064,"share":"https://www.laohu8.com/m/news/1189437674?lang=&edition=full","pubTime":"2024-07-23 10:01","market":"us","language":"zh","title":"马斯克：今年12月前训练出全球最强AI","url":"https://stock-news.laohu8.com/highlight/detail?id=1189437674","media":"老虎资讯综合","summary":"当地时间7月22日，埃隆·马斯克在社交平台X上发文宣布，xAI团队、X团队、英伟达及支持公司于当地时间凌晨4时20分开始在孟菲斯超级集群上进行训练。马斯克今年5月曾透露这一计划 ，将英伟达H100串联到一台巨型的超级计算机中，并称其为“算力超级工厂”。xAI的目标是到2024年12月训练出“按每项指标衡量都是全球最强大的AI”。不过，外媒表示，不要对这一时间节点报太大期望，因为马斯克以公开提出并错过许多项目的最后期限而闻名。","content":"<html><head></head><body><p>当地时间7月22日，埃隆·马斯克在社交平台X上发文宣布，xAI团队、X团队、英伟达及支持公司于当地时间凌晨4时20分开始在孟菲斯超级集群上进行训练。他在评论区透露，其目标是“今年12月前训练出世界上最强大的人工智能”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6b9d690691e959781636c4742a21908f\" tg-width=\"894\" tg-height=\"451\"/></p><p>据马斯克介绍，这个集群由100000个液冷H100 GPU组成，这些芯片是英伟达去年开始提供的。</p><p style=\"text-align: justify;\">马斯克还表示，该集群在单个RDMA结构（即远程直接数据存取结构）上运行。据思科介绍，这种结构可以在计算节点之间提供更高效、更低延迟的数据传输，而不会给中央处理器（CPU）带来负担。</p><p style=\"text-align: justify;\">马斯克今年5月曾透露这一计划 ，将英伟达H100串联到一台巨型的超级计算机中，并称其为“算力超级工厂”。马斯克旗下特斯拉的汽车工厂也被称之为超级工厂（Gigafactory）。</p><p style=\"text-align: justify;\">xAI的目标是到2024年12月训练出“按每项指标衡量都是全球最强大的AI”。马斯克表示，孟菲斯超级集群将为实现这一目标提供“显著优势”。</p><p style=\"text-align: justify;\">不过，外媒表示，不要对这一时间节点报太大期望，因为马斯克以公开提出并错过许多项目（如全自动驾驶汽车、无人驾驶出租车产品Robotaxi和将人类送往火星）的最后期限而闻名。</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>马斯克：今年12月前训练出全球最强AI</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n马斯克：今年12月前训练出全球最强AI\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-07-23 10:01</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>当地时间7月22日，埃隆·马斯克在社交平台X上发文宣布，xAI团队、X团队、英伟达及支持公司于当地时间凌晨4时20分开始在孟菲斯超级集群上进行训练。他在评论区透露，其目标是“今年12月前训练出世界上最强大的人工智能”。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6b9d690691e959781636c4742a21908f\" tg-width=\"894\" tg-height=\"451\"/></p><p>据马斯克介绍，这个集群由100000个液冷H100 GPU组成，这些芯片是英伟达去年开始提供的。</p><p style=\"text-align: justify;\">马斯克还表示，该集群在单个RDMA结构（即远程直接数据存取结构）上运行。据思科介绍，这种结构可以在计算节点之间提供更高效、更低延迟的数据传输，而不会给中央处理器（CPU）带来负担。</p><p style=\"text-align: justify;\">马斯克今年5月曾透露这一计划 ，将英伟达H100串联到一台巨型的超级计算机中，并称其为“算力超级工厂”。马斯克旗下特斯拉的汽车工厂也被称之为超级工厂（Gigafactory）。</p><p style=\"text-align: justify;\">xAI的目标是到2024年12月训练出“按每项指标衡量都是全球最强大的AI”。马斯克表示，孟菲斯超级集群将为实现这一目标提供“显著优势”。</p><p style=\"text-align: justify;\">不过，外媒表示，不要对这一时间节点报太大期望，因为马斯克以公开提出并错过许多项目（如全自动驾驶汽车、无人驾驶出租车产品Robotaxi和将人类送往火星）的最后期限而闻名。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/164dc5093528f308c456aef1ad173b1e","relate_stocks":{"TSLA":"特斯拉"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1189437674","content_text":"当地时间7月22日，埃隆·马斯克在社交平台X上发文宣布，xAI团队、X团队、英伟达及支持公司于当地时间凌晨4时20分开始在孟菲斯超级集群上进行训练。他在评论区透露，其目标是“今年12月前训练出世界上最强大的人工智能”。据马斯克介绍，这个集群由100000个液冷H100 GPU组成，这些芯片是英伟达去年开始提供的。马斯克还表示，该集群在单个RDMA结构（即远程直接数据存取结构）上运行。据思科介绍，这种结构可以在计算节点之间提供更高效、更低延迟的数据传输，而不会给中央处理器（CPU）带来负担。马斯克今年5月曾透露这一计划 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