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paul st
06-11
Replying to
@梦梅
:别人只能教你方法，至于怎么买要看你各人，俗话说得好，师傅领进门，修行在个人。//
@梦梅
:这个贴子应该撤掉，昨晚初期看了这个帖子买了英伟达，后面的事大家都知道了，是什么行情，打铁，血亏了
paul st
06-05
英特尔在干嘛
美股异动｜半导体股大涨！台积电涨超6%，英伟达涨近3%再刷新高
paul st
06-04
这么好的消息也跌啊
英特尔正式推出至强6系列处理器，力图赶超英伟达
去老虎APP查看更多动态
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22:28","market":"us","language":"zh","title":"美股异动｜半导体股大涨！台积电涨超6%，英伟达涨近3%再刷新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1119730206","media":"老虎资讯综合","summary":"6月5日，半导体股爆发！$台积电(TSM)$涨超6%，股价创历史新高；ARM涨近6%，AMD涨近4%，$英伟达(NVDA)$，$高通(QCOM)$涨近3%。","content":"<html><head></head><body><p>6月5日，半导体股爆发！<a href=\"https://laohu8.com/S/TSM\">台积电</a>涨超6%，股价创历史新高；ARM涨近6%，AMD涨近4%，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>，<a href=\"https://laohu8.com/S/QCOM\">高通</a>涨近3%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c3c66afa98f90df05d3718ae480dec1\" tg-width=\"560\" tg-height=\"240\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a9b4ef5da715ad25c170b1e1ace85f7f\" tg-width=\"560\" tg-height=\"240\"/></p><p></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>美股异动｜半导体股大涨！台积电涨超6%，英伟达涨近3%再刷新高</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 { 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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\">2024-06-05 22:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月5日，半导体股爆发！<a href=\"https://laohu8.com/S/TSM\">台积电</a>涨超6%，股价创历史新高；ARM涨近6%，AMD涨近4%，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>，<a href=\"https://laohu8.com/S/QCOM\">高通</a>涨近3%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c3c66afa98f90df05d3718ae480dec1\" tg-width=\"560\" tg-height=\"240\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a9b4ef5da715ad25c170b1e1ace85f7f\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f5e8aba7de194dc92d26747c1cfec057","relate_stocks":{"LU0488056044.USD":"Allianz Asian Multi Income 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href=\"https://laohu8.com/S/INTC\">英特尔</a>首席执行官Pat Gelsinger登台介绍了一些新产品，并预计这些新产品将有助于扭转英特尔在面对包括<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)在内的同行时的颓势。</p><p>英特尔展示了其新一代至强数据中心处理器，首次启用全新的命名方式“至强6(Xeon 6)”，将从现在到明年一季度分批次陆续登场。至强6系列分为E和P系列。其中，P系列主要针对高性能计算、数据库与分析、人工智能、网络、边缘和基础设施/存储等计算密集型和AI工作负载，最多配备128个性能核心，包括6900P/6700P/6500P/6300P等。E系列主要面向高密度、可扩展负载等，优化应用的效率表现，最多配备288个核心，包括6700E/6900E处理器。据悉，“至强6”系列处理器虽然没有采用消费端的P核+E核的异构架构设计，但彼此共享硬件平台、软件开发堆栈。</p><p>新的至强6系列处理器拥有更高效的内核，可以让数据中心运营商将特定任务所需的空间减少到上一代硬件的三分之一。另外，与AMD(AMD.US)、<a href=\"https://laohu8.com/S/QCOM\">高通</a>(QCOM.US)等竞争对手一样，英特尔也吹嘘其新的系列处理器的性能明显好于现有产品。</p><p>与此同时，英特尔正式发布了Lunar Lake笔记本处理器，用于下一代AI PC，号称相比上一代产品AI性能提升3倍。英特尔还推出了AI PC开发套件，搭载Lunar Lake处理器、32GB LPDDR5内存、512GB存储。英特尔表示，AI PC开发套件后续可以升级到Panther Lake芯片(预计明年推出)。</p><p>英伟达首席执行官黄仁勋曾表示，在人工智能时代，英特尔等传统处理器正在失去动力。但Pat Gelsinger表示，作为领先的个人电脑芯片制造商，英特尔将在人工智能的扩张中发挥重要作用。</p><p>在AI加速器方面，英特尔表示，包含八块AI芯片的Gaudi 3加速器套件售价大约为12.5万美元，相较于上一代Gaudi 2的6.5万美元标价有所上升;该系统将由<a href=\"https://laohu8.com/S/DELL\">戴尔</a>科技(DELL.US)和Inventec Corp.等合作伙伴提供。不过，英特尔还强调，与竞争对手的产品相比，其价格仍然具有显著优势。根据供应商Thinkmate的估算，配备八个英伟达 H100 AI芯片的同类服务器系统成本可能超过30万美元。</p><p>据悉，英特尔表示，相比英伟达 H100，Gaudi 3的人工智能推理性能平均提高50%，能效平均提高40%。基准测试中，Gaudi 3可以在Llama2-7B、Llama2-13B模型中将训练时间缩短到英伟达 H100 的一半，同时推理吞吐量也比后者平均高出了50%。</p><p>不过，英特尔Gaudi 3的这些优势可能不足以推翻英伟达在数据中心处理器领域的领先地位。neXt Curve分析师Leonard Lee表示：“单个加速器的性能不再是最重要的事情。英伟达最大的优势在于它拥有一个有凝聚力的集成生态系统，以及像NVLink这样的专有技术，可以确保其计算集群作为一个整体运行。它的力量在于能够创造一个巨大的逻辑加速器。”</p><p>由于落后于竞争对手，英特尔的收入在过去两年中有所下滑。三年前，为了扭转颓势，Pat Gelsinger重回英特尔，并斥巨资振兴公司产品、建立了一个工厂网络。Pat Gelsinger表示，这将重新夺回英特尔在芯片设计和制造领域的领先地位。尽管英特尔的销售额已经停止萎缩，但分析师并不认为会迅速反弹，且该公司到2024年底的年度收入将比2021年减少200亿美元。与此同时，据估计，英伟达的销售额将翻一番、AMD的销售额增长率将超过10%，因为这两家公司将更好地利用企业在人工智能计算硬件上的大规模支出。</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\" 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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英特尔正式推出至强6系列处理器，力图赶超英伟达\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-04 14:50 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1130633.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月4日，在2024中国台北国际电脑展上，英特尔首席执行官Pat Gelsinger登台介绍了一些新产品，并预计这些新产品将有助于扭转英特尔在面对包括英伟达(NVDA.US)在内的同行时的颓势。英特尔展示了其新一代至强数据中心处理器，首次启用全新的命名方式“至强6(Xeon 6)”，将从现在到明年一季度分批次陆续登场。至强6系列分为E和P系列。其中，P系列主要针对高性能计算、数据库与分析、人工智能...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1130633.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/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4554":"元宇宙及AR概念","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4532":"文艺复兴科技持仓","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc 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A Acc"},"source_url":"http://www.zhitongcaijing.com/content/detail/1130633.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2440472844","content_text":"6月4日，在2024中国台北国际电脑展上，英特尔首席执行官Pat Gelsinger登台介绍了一些新产品，并预计这些新产品将有助于扭转英特尔在面对包括英伟达(NVDA.US)在内的同行时的颓势。英特尔展示了其新一代至强数据中心处理器，首次启用全新的命名方式“至强6(Xeon 6)”，将从现在到明年一季度分批次陆续登场。至强6系列分为E和P系列。其中，P系列主要针对高性能计算、数据库与分析、人工智能、网络、边缘和基础设施/存储等计算密集型和AI工作负载，最多配备128个性能核心，包括6900P/6700P/6500P/6300P等。E系列主要面向高密度、可扩展负载等，优化应用的效率表现，最多配备288个核心，包括6700E/6900E处理器。据悉，“至强6”系列处理器虽然没有采用消费端的P核+E核的异构架构设计，但彼此共享硬件平台、软件开发堆栈。新的至强6系列处理器拥有更高效的内核，可以让数据中心运营商将特定任务所需的空间减少到上一代硬件的三分之一。另外，与AMD(AMD.US)、高通(QCOM.US)等竞争对手一样，英特尔也吹嘘其新的系列处理器的性能明显好于现有产品。与此同时，英特尔正式发布了Lunar Lake笔记本处理器，用于下一代AI PC，号称相比上一代产品AI性能提升3倍。英特尔还推出了AI PC开发套件，搭载Lunar Lake处理器、32GB LPDDR5内存、512GB存储。英特尔表示，AI PC开发套件后续可以升级到Panther Lake芯片(预计明年推出)。英伟达首席执行官黄仁勋曾表示，在人工智能时代，英特尔等传统处理器正在失去动力。但Pat Gelsinger表示，作为领先的个人电脑芯片制造商，英特尔将在人工智能的扩张中发挥重要作用。在AI加速器方面，英特尔表示，包含八块AI芯片的Gaudi 3加速器套件售价大约为12.5万美元，相较于上一代Gaudi 2的6.5万美元标价有所上升;该系统将由戴尔科技(DELL.US)和Inventec Corp.等合作伙伴提供。不过，英特尔还强调，与竞争对手的产品相比，其价格仍然具有显著优势。根据供应商Thinkmate的估算，配备八个英伟达 H100 AI芯片的同类服务器系统成本可能超过30万美元。据悉，英特尔表示，相比英伟达 H100，Gaudi 3的人工智能推理性能平均提高50%，能效平均提高40%。基准测试中，Gaudi 3可以在Llama2-7B、Llama2-13B模型中将训练时间缩短到英伟达 H100 的一半，同时推理吞吐量也比后者平均高出了50%。不过，英特尔Gaudi 3的这些优势可能不足以推翻英伟达在数据中心处理器领域的领先地位。neXt Curve分析师Leonard Lee表示：“单个加速器的性能不再是最重要的事情。英伟达最大的优势在于它拥有一个有凝聚力的集成生态系统，以及像NVLink这样的专有技术，可以确保其计算集群作为一个整体运行。它的力量在于能够创造一个巨大的逻辑加速器。”由于落后于竞争对手，英特尔的收入在过去两年中有所下滑。三年前，为了扭转颓势，Pat Gelsinger重回英特尔，并斥巨资振兴公司产品、建立了一个工厂网络。Pat Gelsinger表示，这将重新夺回英特尔在芯片设计和制造领域的领先地位。尽管英特尔的销售额已经停止萎缩，但分析师并不认为会迅速反弹，且该公司到2024年底的年度收入将比2021年减少200亿美元。与此同时，据估计，英伟达的销售额将翻一番、AMD的销售额增长率将超过10%，因为这两家公司将更好地利用企业在人工智能计算硬件上的大规模支出。","news_type":1},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"hots":[{"id":315630875439288,"gmtCreate":1718089149787,"gmtModify":1718089604945,"author":{"id":"4155377948994072","authorId":"4155377948994072","name":"paul st","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"Replying to <a href=\"https://laohu8.com/U/3547117033620344\">@梦梅</a>:别人只能教你方法，至于怎么买要看你各人，俗话说得好，师傅领进门，修行在个人。//<a href=\"https://laohu8.com/U/3547117033620344\">@梦梅</a>:这个贴子应该撤掉，昨晚初期看了这个帖子买了英伟达，后面的事大家都知道了，是什么行情，打铁，血亏了","listText":"Replying to <a href=\"https://laohu8.com/U/3547117033620344\">@梦梅</a>:别人只能教你方法，至于怎么买要看你各人，俗话说得好，师傅领进门，修行在个人。//<a href=\"https://laohu8.com/U/3547117033620344\">@梦梅</a>:这个贴子应该撤掉，昨晚初期看了这个帖子买了英伟达，后面的事大家都知道了，是什么行情，打铁，血亏了","text":"Replying to @梦梅:别人只能教你方法，至于怎么买要看你各人，俗话说得好，师傅领进门，修行在个人。//@梦梅:这个贴子应该撤掉，昨晚初期看了这个帖子买了英伟达，后面的事大家都知道了，是什么行情，打铁，血亏了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/315630875439288","isVote":1,"tweetType":1,"viewCount":266,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313587606667552,"gmtCreate":1717598063976,"gmtModify":1717598317152,"author":{"id":"4155377948994072","authorId":"4155377948994072","name":"paul 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22:28","market":"us","language":"zh","title":"美股异动｜半导体股大涨！台积电涨超6%，英伟达涨近3%再刷新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1119730206","media":"老虎资讯综合","summary":"6月5日，半导体股爆发！$台积电(TSM)$涨超6%，股价创历史新高；ARM涨近6%，AMD涨近4%，$英伟达(NVDA)$，$高通(QCOM)$涨近3%。","content":"<html><head></head><body><p>6月5日，半导体股爆发！<a href=\"https://laohu8.com/S/TSM\">台积电</a>涨超6%，股价创历史新高；ARM涨近6%，AMD涨近4%，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>，<a href=\"https://laohu8.com/S/QCOM\">高通</a>涨近3%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c3c66afa98f90df05d3718ae480dec1\" tg-width=\"560\" tg-height=\"240\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a9b4ef5da715ad25c170b1e1ace85f7f\" tg-width=\"560\" tg-height=\"240\"/></p><p></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>美股异动｜半导体股大涨！台积电涨超6%，英伟达涨近3%再刷新高</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美股异动｜半导体股大涨！台积电涨超6%，英伟达涨近3%再刷新高\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\">2024-06-05 22:28</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>6月5日，半导体股爆发！<a href=\"https://laohu8.com/S/TSM\">台积电</a>涨超6%，股价创历史新高；ARM涨近6%，AMD涨近4%，<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>，<a href=\"https://laohu8.com/S/QCOM\">高通</a>涨近3%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5c3c66afa98f90df05d3718ae480dec1\" tg-width=\"560\" tg-height=\"240\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/a9b4ef5da715ad25c170b1e1ace85f7f\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/f5e8aba7de194dc92d26747c1cfec057","relate_stocks":{"LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU1282649067.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AMG\" (USD) INC A","LU1989764748.USD":"东方汇理环球颠覆性机遇A2 Acc","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU1282649810.SGD":"Allianz Asian Multi Income Plus Cl AMg DIS H2-SGD","NVDA":"英伟达","AMD":"美国超微公司","LU0097036916.USD":"贝莱德美国增长A2 USD","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","TSM":"台积电","ARM":"ARM Holdings Ltd","LU0384037296.USD":"ALLIANZ ASIAN MULTI INCOME PLUS \"AT\" (USD) ACC","LU0572939691.SGD":"Janus Henderson Horizon Asian Dividend Income A2 SGD","BK4579":"人工智能","BK4550":"红杉资本持仓","BK4588":"碎股","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","BK4551":"寇图资本持仓"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1119730206","content_text":"6月5日，半导体股爆发！台积电涨超6%，股价创历史新高；ARM涨近6%，AMD涨近4%，英伟达，高通涨近3%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":28,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":313331336474912,"gmtCreate":1717512778776,"gmtModify":1717512956891,"author":{"id":"4155377948994072","authorId":"4155377948994072","name":"paul st","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":6,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"这么好的消息也跌啊","listText":"这么好的消息也跌啊","text":"这么好的消息也跌啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/313331336474912","repostId":"2440472844","repostType":2,"repost":{"id":"2440472844","pubTimestamp":1717483843,"share":"https://www.laohu8.com/m/news/2440472844?lang=&edition=full","pubTime":"2024-06-04 14:50","market":"us","language":"zh","title":"英特尔正式推出至强6系列处理器，力图赶超英伟达","url":"https://stock-news.laohu8.com/highlight/detail?id=2440472844","media":"智通财经","summary":"智通财经APP获悉，在2024中国台北国际电脑展上，英特尔首席执行官Pat Gelsinger登台介绍了一些新产品，并预计这些新产品将有助于扭转英特尔在面对包括英伟达在内的同行时的颓势。至强6系列分为E和P系列。与此同时，英特尔正式发布了Lunar Lake笔记本处理器，用于下一代AI PC，号称相比上一代产品AI性能提升3倍。Pat Gelsinger表示，这将重新夺回英特尔在芯片设计和制造领域的领先地位。","content":"<html><head></head><body><p>6月4日，在2024中国台北国际电脑展上，<a href=\"https://laohu8.com/S/INTC\">英特尔</a>首席执行官Pat Gelsinger登台介绍了一些新产品，并预计这些新产品将有助于扭转英特尔在面对包括<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)在内的同行时的颓势。</p><p>英特尔展示了其新一代至强数据中心处理器，首次启用全新的命名方式“至强6(Xeon 6)”，将从现在到明年一季度分批次陆续登场。至强6系列分为E和P系列。其中，P系列主要针对高性能计算、数据库与分析、人工智能、网络、边缘和基础设施/存储等计算密集型和AI工作负载，最多配备128个性能核心，包括6900P/6700P/6500P/6300P等。E系列主要面向高密度、可扩展负载等，优化应用的效率表现，最多配备288个核心，包括6700E/6900E处理器。据悉，“至强6”系列处理器虽然没有采用消费端的P核+E核的异构架构设计，但彼此共享硬件平台、软件开发堆栈。</p><p>新的至强6系列处理器拥有更高效的内核，可以让数据中心运营商将特定任务所需的空间减少到上一代硬件的三分之一。另外，与AMD(AMD.US)、<a href=\"https://laohu8.com/S/QCOM\">高通</a>(QCOM.US)等竞争对手一样，英特尔也吹嘘其新的系列处理器的性能明显好于现有产品。</p><p>与此同时，英特尔正式发布了Lunar Lake笔记本处理器，用于下一代AI PC，号称相比上一代产品AI性能提升3倍。英特尔还推出了AI PC开发套件，搭载Lunar Lake处理器、32GB LPDDR5内存、512GB存储。英特尔表示，AI PC开发套件后续可以升级到Panther Lake芯片(预计明年推出)。</p><p>英伟达首席执行官黄仁勋曾表示，在人工智能时代，英特尔等传统处理器正在失去动力。但Pat Gelsinger表示，作为领先的个人电脑芯片制造商，英特尔将在人工智能的扩张中发挥重要作用。</p><p>在AI加速器方面，英特尔表示，包含八块AI芯片的Gaudi 3加速器套件售价大约为12.5万美元，相较于上一代Gaudi 2的6.5万美元标价有所上升;该系统将由<a href=\"https://laohu8.com/S/DELL\">戴尔</a>科技(DELL.US)和Inventec Corp.等合作伙伴提供。不过，英特尔还强调，与竞争对手的产品相比，其价格仍然具有显著优势。根据供应商Thinkmate的估算，配备八个英伟达 H100 AI芯片的同类服务器系统成本可能超过30万美元。</p><p>据悉，英特尔表示，相比英伟达 H100，Gaudi 3的人工智能推理性能平均提高50%，能效平均提高40%。基准测试中，Gaudi 3可以在Llama2-7B、Llama2-13B模型中将训练时间缩短到英伟达 H100 的一半，同时推理吞吐量也比后者平均高出了50%。</p><p>不过，英特尔Gaudi 3的这些优势可能不足以推翻英伟达在数据中心处理器领域的领先地位。neXt Curve分析师Leonard Lee表示：“单个加速器的性能不再是最重要的事情。英伟达最大的优势在于它拥有一个有凝聚力的集成生态系统，以及像NVLink这样的专有技术，可以确保其计算集群作为一个整体运行。它的力量在于能够创造一个巨大的逻辑加速器。”</p><p>由于落后于竞争对手，英特尔的收入在过去两年中有所下滑。三年前，为了扭转颓势，Pat Gelsinger重回英特尔，并斥巨资振兴公司产品、建立了一个工厂网络。Pat Gelsinger表示，这将重新夺回英特尔在芯片设计和制造领域的领先地位。尽管英特尔的销售额已经停止萎缩，但分析师并不认为会迅速反弹，且该公司到2024年底的年度收入将比2021年减少200亿美元。与此同时，据估计，英伟达的销售额将翻一番、AMD的销售额增长率将超过10%，因为这两家公司将更好地利用企业在人工智能计算硬件上的大规模支出。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英特尔正式推出至强6系列处理器，力图赶超英伟达</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; 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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英特尔正式推出至强6系列处理器，力图赶超英伟达\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-06-04 14:50 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/1130633.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>6月4日，在2024中国台北国际电脑展上，英特尔首席执行官Pat Gelsinger登台介绍了一些新产品，并预计这些新产品将有助于扭转英特尔在面对包括英伟达(NVDA.US)在内的同行时的颓势。英特尔展示了其新一代至强数据中心处理器，首次启用全新的命名方式“至强6(Xeon 6)”，将从现在到明年一季度分批次陆续登场。至强6系列分为E和P系列。其中，P系列主要针对高性能计算、数据库与分析、人工智能...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1130633.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/c74be4c2a08964ef2daf32217f693b44","relate_stocks":{"LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4554":"元宇宙及AR概念","LU0061474960.USD":"天利环球焦点基金AU Acc","BK4532":"文艺复兴科技持仓","LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4534":"瑞士信贷持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc 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A Acc"},"source_url":"http://www.zhitongcaijing.com/content/detail/1130633.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2440472844","content_text":"6月4日，在2024中国台北国际电脑展上，英特尔首席执行官Pat Gelsinger登台介绍了一些新产品，并预计这些新产品将有助于扭转英特尔在面对包括英伟达(NVDA.US)在内的同行时的颓势。英特尔展示了其新一代至强数据中心处理器，首次启用全新的命名方式“至强6(Xeon 6)”，将从现在到明年一季度分批次陆续登场。至强6系列分为E和P系列。其中，P系列主要针对高性能计算、数据库与分析、人工智能、网络、边缘和基础设施/存储等计算密集型和AI工作负载，最多配备128个性能核心，包括6900P/6700P/6500P/6300P等。E系列主要面向高密度、可扩展负载等，优化应用的效率表现，最多配备288个核心，包括6700E/6900E处理器。据悉，“至强6”系列处理器虽然没有采用消费端的P核+E核的异构架构设计，但彼此共享硬件平台、软件开发堆栈。新的至强6系列处理器拥有更高效的内核，可以让数据中心运营商将特定任务所需的空间减少到上一代硬件的三分之一。另外，与AMD(AMD.US)、高通(QCOM.US)等竞争对手一样，英特尔也吹嘘其新的系列处理器的性能明显好于现有产品。与此同时，英特尔正式发布了Lunar Lake笔记本处理器，用于下一代AI PC，号称相比上一代产品AI性能提升3倍。英特尔还推出了AI PC开发套件，搭载Lunar Lake处理器、32GB LPDDR5内存、512GB存储。英特尔表示，AI PC开发套件后续可以升级到Panther Lake芯片(预计明年推出)。英伟达首席执行官黄仁勋曾表示，在人工智能时代，英特尔等传统处理器正在失去动力。但Pat Gelsinger表示，作为领先的个人电脑芯片制造商，英特尔将在人工智能的扩张中发挥重要作用。在AI加速器方面，英特尔表示，包含八块AI芯片的Gaudi 3加速器套件售价大约为12.5万美元，相较于上一代Gaudi 2的6.5万美元标价有所上升;该系统将由戴尔科技(DELL.US)和Inventec Corp.等合作伙伴提供。不过，英特尔还强调，与竞争对手的产品相比，其价格仍然具有显著优势。根据供应商Thinkmate的估算，配备八个英伟达 H100 AI芯片的同类服务器系统成本可能超过30万美元。据悉，英特尔表示，相比英伟达 H100，Gaudi 3的人工智能推理性能平均提高50%，能效平均提高40%。基准测试中，Gaudi 3可以在Llama2-7B、Llama2-13B模型中将训练时间缩短到英伟达 H100 的一半，同时推理吞吐量也比后者平均高出了50%。不过，英特尔Gaudi 3的这些优势可能不足以推翻英伟达在数据中心处理器领域的领先地位。neXt Curve分析师Leonard Lee表示：“单个加速器的性能不再是最重要的事情。英伟达最大的优势在于它拥有一个有凝聚力的集成生态系统，以及像NVLink这样的专有技术，可以确保其计算集群作为一个整体运行。它的力量在于能够创造一个巨大的逻辑加速器。”由于落后于竞争对手，英特尔的收入在过去两年中有所下滑。三年前，为了扭转颓势，Pat Gelsinger重回英特尔，并斥巨资振兴公司产品、建立了一个工厂网络。Pat Gelsinger表示，这将重新夺回英特尔在芯片设计和制造领域的领先地位。尽管英特尔的销售额已经停止萎缩，但分析师并不认为会迅速反弹，且该公司到2024年底的年度收入将比2021年减少200亿美元。与此同时，据估计，英伟达的销售额将翻一番、AMD的销售额增长率将超过10%，因为这两家公司将更好地利用企业在人工智能计算硬件上的大规模支出。","news_type":1},"isVote":1,"tweetType":1,"viewCount":119,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
