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多情的才子

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多情的才子

02-27

$苹果(AAPL)$ 今晚又是跌三个点，至少。

多情的才子

01-24

问这问题的人的脑回路，比较新奇。

中电港：公司有应邀参加英伟达年会

多情的才子

01-07

皮衣上场，黄金万两。

抱歉，原内容已删除

多情的才子

2024-10-09

$创业板指(399006)$ 这样的搞法，放眼全球，闻所未闻。

多情的才子

2024-10-09

$上证指数(000001.SH)$ 他们以为到终点了，其实这才刚开始。

多情的才子

2024-09-26

$超微电脑(SMCI)$ 熔断了，操。

多情的才子

2024-09-24

$特斯拉(TSLA)$ 一卖就涨，一买就跌。

多情的才子

2024-09-20

就问你一句，英伟达的阉割版GPU香吗？

阿里史上最大规模开源发布，超GPT-4o 、Llama-3.1！

多情的才子

2024-09-10

$苹果(AAPL)$ 赶紧跑，历次新品推荐会，80％都是跌跌不休，最好是不要赌，赌不过。

多情的才子

2024-08-23

一夜回到解放前。

抱歉，原内容已删除

多情的才子

2024-08-21

今年，能上一百六七就差不多了，至于那些说的两百几百的，就别来意淫了。

多情的才子

2024-08-21

赶紧跑路，这货就是障眼法，进去的全被闷杀。

抱歉，原内容已删除

多情的才子

2024-08-09

真恶心，是个公司就来蹭热度，然后又辟谣。

龙图光罩(688721.SH)：暂未与英伟达、AMD公司合作

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Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","BK4585":"ETF&股票定投概念","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","SNVD.UK":"LS -1X NVIDIA","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0056508442.USD":"贝莱德世界科技基金A2","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","3NVD.UK":"LS 3X NVIDIA","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY 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董秘您好，公司是英伟达国内分销商之一，有没有被邀请参加英伟达年会？公司回答表示，公司有应邀参加英伟达年会。感谢您对公司的关注！","news_type":1},"isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":389838986904048,"gmtCreate":1736221752538,"gmtModify":1736221754256,"author":{"id":"4161428823528190","authorId":"4161428823528190","name":"多情的才子","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4161428823528190","authorIdStr":"4161428823528190"},"themes":[],"htmlText":"皮衣上场，黄金万两。","listText":"皮衣上场，黄金万两。","text":"皮衣上场，黄金万两。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389838986904048","repostId":"1115445039","repostType":2,"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358150518403304,"gmtCreate":1728457779213,"gmtModify":1728457780630,"author":{"id":"4161428823528190","authorId":"4161428823528190","name":"多情的才子","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4161428823528190","authorIdStr":"4161428823528190"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/399006\">$创业板指(399006)$&nbsp;</a> 这样的搞法，放眼全球，闻所未闻。","listText":"<a href=\"https://laohu8.com/S/399006\">$创业板指(399006)$&nbsp;</a> 这样的搞法，放眼全球，闻所未闻。","text":"$创业板指(399006)$ 这样的搞法，放眼全球，闻所未闻。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/358150518403304","isVote":1,"tweetType":1,"viewCount":955,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358068668153968,"gmtCreate":1728437793448,"gmtModify":1728437794718,"author":{"id":"4161428823528190","authorId":"4161428823528190","name":"多情的才子","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4161428823528190","authorIdStr":"4161428823528190"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$&nbsp;</a> 他们以为到终点了，其实这才刚开始。","listText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$&nbsp;</a> 他们以为到终点了，其实这才刚开始。","text":"$上证指数(000001.SH)$ 他们以为到终点了，其实这才刚开始。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358068668153968","isVote":1,"tweetType":1,"viewCount":738,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353585865724048,"gmtCreate":1727362736544,"gmtModify":1727363156894,"author":{"id":"4161428823528190","authorId":"4161428823528190","name":"多情的才子","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4161428823528190","authorIdStr":"4161428823528190"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a> 熔断了，操。","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a> 熔断了，操。","text":"$超微电脑(SMCI)$ 熔断了，操。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353585865724048","isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":352745615589464,"gmtCreate":1727138364902,"gmtModify":1727138366384,"author":{"id":"4161428823528190","authorId":"4161428823528190","name":"多情的才子","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4161428823528190","authorIdStr":"4161428823528190"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 一卖就涨，一买就跌。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 一卖就涨，一买就跌。","text":"$特斯拉(TSLA)$ 一卖就涨，一买就跌。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/352745615589464","isVote":1,"tweetType":1,"viewCount":1539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":351192504746152,"gmtCreate":1726762735135,"gmtModify":1726762737011,"author":{"id":"4161428823528190","authorId":"4161428823528190","name":"多情的才子","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4161428823528190","authorIdStr":"4161428823528190"},"themes":[],"htmlText":"就问你一句，英伟达的阉割版GPU香吗？","listText":"就问你一句，英伟达的阉割版GPU香吗？","text":"就问你一句，英伟达的阉割版GPU香吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351192504746152","repostId":"2468659708","repostType":2,"repost":{"id":"2468659708","kind":"news","pubTimestamp":1726715475,"share":"https://www.laohu8.com/m/news/2468659708?lang=&edition=full","pubTime":"2024-09-19 11:11","market":"us","language":"zh","title":"阿里史上最大规模开源发布，超GPT-4o 、Llama-3.1！","url":"https://stock-news.laohu8.com/highlight/detail?id=2468659708","media":"AIGC开放社区","summary":"阿里推出了基础模型Qwen2.5、专用于编码Qwen2.5-Coder和数学的Qwen2.5-Math，三大类模型共有10多个版本，Qwen2.5在多个基准测试中击败了Llama-3.1指令微调模型，该系列预训练数据大幅度增长达18万亿tokens。","content":"<html><head></head><body><p>今天凌晨，<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>官宣了史上最大规模的开源发布，推出了基础模型Qwen2.5、专用于编码Qwen2.5-Coder和数学的Qwen2.5-Math。</p><p>这三大类模型一共有10多个版本，包括0.5B、1.5B、3B、7B、14B、32B和72B，适用于个人、企业以及移动端、PC等不同人群不同业务场景的模型。</p><p>如果不想进行繁琐的部署，阿里还开放了旗舰模型Qwen-Plus 和 Qwen-Turbo的API，帮助你快速开发或集成生成式AI功能。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/c19a3d64315a831b9b7deac46a7fdad6\" tg-height=\"417\" tg-width=\"554\" title=\"\"/></p><p>开源地址：https://huggingface.co/collections/Qwen/qwen25-66e81a666513e518adb90d9e</p><p>Github：https://github.com/QwenLM/Qwen2.5?tab=readme-ov-file</p><p>在线demo：https://huggingface.co/spaces/Qwen/Qwen2.5</p><p>API地址：https://help.aliyun.com/zh/model-studio/developer-reference/what-is-qwen-llm</p><p>下面“AIGC开放社区”详细为大家介绍这些模型的性能特点以及测试结果。</p><h2 id=\"id_2893999334\">Qwen2.5系列性能测试</h2><p>本次阿里开源的最大版本指令微调模型Qwen2.5-72B在MMLU-Pro</p><p>MMLU-redux、GPQA、MATH、GSM8K、HumanEval、MBPP等全球知名基准测试平台的测试结果显示。</p><p><strong>虽然Qwen2.5只有720亿参数，但在多个基准测试中击败了Meta拥有4050亿参数的最<a href=\"https://laohu8.com/S/300109\">新开源</a>Llama-3.1指令微调模型</strong>；全面超过了Mistral最新开源的Large-V2指令微调模型，成为目前最强大参数的开源模型之一。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/63398284ccf958f235f55c1641a0ab3c\" tg-height=\"311\" tg-width=\"554\" title=\"\"/></p><p>即便是没有进行指令微调的基础模型，其性能同样超过Llama-3-405B。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/05803f19dd4db60e27577c8c742aed67\" tg-height=\"311\" tg-width=\"554\" title=\"\"/></p><p>阿里开放API的旗舰模型Qwen-Plus，其性能可以媲美闭源模型GPT4-o 和Claude-3.5-Sonnet。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/4d57be3ef0dd9ba07c5d98b110d13048\" tg-height=\"311\" tg-width=\"554\" title=\"\"/></p><p>此外，Qwen2.5系列首次引入了140 亿和320亿两种新参数模型，Qwen2.5-14B 和 Qwen2.5-32B。</p><p>指令微调模型的性能则超过了<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>的Gemma2-27B、<a href=\"https://laohu8.com/S/MSFT\">微软</a>的Phi-3.5-MoE-Instruct，<strong>与闭源模型GPT-4o mini相比，只有三项测试略低其他基准测试全部超过</strong>。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/21759cef8dc0a81fc3fe0e1550ccd4af\" tg-height=\"311\" tg-width=\"554\" title=\"\"/></p><p>自阿里发布CodeQwen1.5 以来，吸引了大量用户通过该模型完成各种编程任务，包括调试、回答编程相关的问题以及提供代码建议。</p><p>本次发布的Qwen2.5-Coder-7B指令微调版本，在众多测试基准中，击败了那些知名且有较大参数的模型。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/0c7b02bbf954c73942a908e69e8c5dec\" tg-height=\"534\" tg-width=\"554\" title=\"\"/></p><p>前不久阿里首次发布了数学模型Qwen2-Math，本次发布的Qwen2.5-Math 在更大规模的高质量数学数据上进行了预训练，包括由 Qwen2-Math 生成的合成数据。同时增加了对中文的支持，并通过CoT、PoT和 TIR的能力来加强其推理能力。</p><p>其中，Qwen2.5-Math-72B的整体性能超越了Qwen2-Math-72B指令微调和著名闭源模型GPT4-o。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/52b6795153ec27bfc8688cec08160e80\" tg-height=\"311\" tg-width=\"554\" title=\"\"/></p><p>其实从上面这些测试数据不难看出，即便是参数很小的模型，在质量数据和架构的帮助下，同样可以击败高参数模型，这在能耗和环境部署方面拥有相当大的优势。而阿里本次发布的Qwen2.5系列将小参数模型的性能发挥到了极致。</p><h2 id=\"id_3366283711\">Qwen2.5系列简单介绍</h2><p>Qwen2.5系列支持中文、英文、法文、西班牙文、葡萄牙文、德文、意大利文、俄文、日文等超过29种主流语言。与 Qwen2类似，Qwen2.5语言模型支持高达 128K tokens，并能生成最多 8K tokens的内容。</p><p>与Qwen-2相比，<strong>Qwen2.5系列的预训练数据大幅度增长达到了惊人的18万亿tokens，超过了Meta最新开源Llama-3.1的15万亿</strong>，成为目前训练数据最多的开源模型。</p><p>知识能力显著增强，Qwen2.5在 MMLU 基准测试中，与 Qwen2-7/72B 相比从70.3提高到74.2，从84.2提高到86.1 。Qwen2.5 在 GPQA/MMLU-Pro/MMLU-redux/ARC-c 基准测试上也有显着改进。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/8e70f9b94000a9eca5a4e17c8eb88739\" tg-height=\"235\" tg-width=\"554\" title=\"\"/></p><p>Qwen2.5能够生成更符合人类偏好的响应，与Qwen2-72B-Instruct相比，Qwen2.5-72B-Instruct的Arena-Hard分数从48.1显着提高到81.2 ，MT-Bench分数从9.12提高到9.35 。</p><p>数学能力获得增强，在融合了Qwen2-math的技术后，Qwen2.5的数学能力也得到了快速提升。在MATH基准上，Qwen2.5-7B/72B-Instruct的得分从Qwen2-7B/72B-Instruct的52.9/69.0提高到75.5/83.1。</p><p>此外，Qwen2.5在指令跟踪、生成长文本（从1k增加到超过8K标记）、理解结构化数据（例如表格）以及生成结构化输出（尤其是JSON）方面实现了显着改进。同时对系统提示的多样性更具弹性，增强了聊天<a href=\"https://laohu8.com/S/300024\">机器人</a>的角色扮演实施和条件设置。</p></body></html>","source":"lsy1680749794970","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" 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href=\"https://mp.weixin.qq.com/s?__biz=Mzg3Mzg5MjY3Nw==&mid=2247512007&idx=1&sn=24c811052df08a14f03b0a0dd3b51c94&chksm=cf16b558e838e574466c4687a0111b8a64bb52740e431d61b97c516d86a6bf3d6b75f5d0f477&mpshare=1&scene=23&srcid=0919OiDshkkcm3SPtBFOxXh4&sharer_shareinfo=d5f97d82f342a310fd5711ee6ae875f8&sharer_shareinfo_first=d5f97d82f342a310fd5711ee6ae875f8#rd\"><strong>AIGC开放社区</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>今天凌晨，阿里巴巴官宣了史上最大规模的开源发布，推出了基础模型Qwen2.5、专用于编码Qwen2.5-Coder和数学的Qwen2.5-Math。这三大类模型一共有10多个版本，包括0.5B、1.5B、3B、7B、14B、32B和72B，适用于个人、企业以及移动端、PC等不同人群不同业务场景的模型。如果不想进行繁琐的部署，阿里还开放了旗舰模型Qwen-Plus 和 Qwen-Turbo的API，...</p>\n<a href=\"https://mp.weixin.qq.com/s?__biz=Mzg3Mzg5MjY3Nw==&mid=2247512007&idx=1&sn=24c811052df08a14f03b0a0dd3b51c94&chksm=cf16b558e838e574466c4687a0111b8a64bb52740e431d61b97c516d86a6bf3d6b75f5d0f477&mpshare=1&scene=23&srcid=0919OiDshkkcm3SPtBFOxXh4&sharer_shareinfo=d5f97d82f342a310fd5711ee6ae875f8&sharer_shareinfo_first=d5f97d82f342a310fd5711ee6ae875f8#rd\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/d752152b73947ff2f4b1c08ab9eecc39","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","LU0052756011.USD":"TEMPLETON GLOBAL BALANCED \"A\" (USD) INC","LU2226246903.HKD":"ALLIANZ TOTAL RETURN ASIAN EQUITY \"AT4\" (HKD) ACC","BK4558":"双十一","BK4575":"芯片概念","BK4587":"ChatGPT概念","BK4220":"综合零售","BK4535":"淡马锡持仓","BK4524":"宅经济概念","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","09988":"阿里巴巴-W","BK4527":"明星科技股","BK4538":"云计算","LU0128525689.USD":"TEMPLETON GLOBAL BALANCED \"A\"(USD) 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生成的合成数据。同时增加了对中文的支持，并通过CoT、PoT和 TIR的能力来加强其推理能力。其中，Qwen2.5-Math-72B的整体性能超越了Qwen2-Math-72B指令微调和著名闭源模型GPT4-o。其实从上面这些测试数据不难看出，即便是参数很小的模型，在质量数据和架构的帮助下，同样可以击败高参数模型，这在能耗和环境部署方面拥有相当大的优势。而阿里本次发布的Qwen2.5系列将小参数模型的性能发挥到了极致。Qwen2.5系列简单介绍Qwen2.5系列支持中文、英文、法文、西班牙文、葡萄牙文、德文、意大利文、俄文、日文等超过29种主流语言。与 Qwen2类似，Qwen2.5语言模型支持高达 128K tokens，并能生成最多 8K tokens的内容。与Qwen-2相比，Qwen2.5系列的预训练数据大幅度增长达到了惊人的18万亿tokens，超过了Meta最新开源Llama-3.1的15万亿，成为目前训练数据最多的开源模型。知识能力显著增强，Qwen2.5在 MMLU 基准测试中，与 Qwen2-7/72B 相比从70.3提高到74.2，从84.2提高到86.1 。Qwen2.5 在 GPQA/MMLU-Pro/MMLU-redux/ARC-c 基准测试上也有显着改进。Qwen2.5能够生成更符合人类偏好的响应，与Qwen2-72B-Instruct相比，Qwen2.5-72B-Instruct的Arena-Hard分数从48.1显着提高到81.2 ，MT-Bench分数从9.12提高到9.35 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赶紧跑，历次新品推荐会，80％都是跌跌不休，最好是不要赌，赌不过。","text":"$苹果(AAPL)$ 赶紧跑，历次新品推荐会，80％都是跌跌不休，最好是不要赌，赌不过。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/347674700791880","isVote":1,"tweetType":1,"viewCount":1133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341605676134704,"gmtCreate":1724420515625,"gmtModify":1724423151694,"author":{"id":"4161428823528190","authorId":"4161428823528190","name":"多情的才子","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4161428823528190","authorIdStr":"4161428823528190"},"themes":[],"htmlText":"一夜回到解放前。","listText":"一夜回到解放前。","text":"一夜回到解放前。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341605676134704","repostId":"2461859579","repostType":2,"isVote":1,"tweetType":1,"viewCount":742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340649958957408,"gmtCreate":1724208591818,"gmtModify":1724208822755,"author":{"id":"4161428823528190","authorId":"4161428823528190","name":"多情的才子","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4161428823528190","authorIdStr":"4161428823528190"},"themes":[],"htmlText":"今年，能上一百六七就差不多了，至于那些说的两百几百的，就别来意淫了。","listText":"今年，能上一百六七就差不多了，至于那些说的两百几百的，就别来意淫了。","text":"今年，能上一百六七就差不多了，至于那些说的两百几百的，就别来意淫了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340649958957408","isVote":1,"tweetType":1,"viewCount":895,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340646337147128,"gmtCreate":1724196044054,"gmtModify":1724204550181,"author":{"id":"4161428823528190","authorId":"4161428823528190","name":"多情的才子","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4161428823528190","authorIdStr":"4161428823528190"},"themes":[],"htmlText":"赶紧跑路，这货就是障眼法，进去的全被闷杀。","listText":"赶紧跑路，这货就是障眼法，进去的全被闷杀。","text":"赶紧跑路，这货就是障眼法，进去的全被闷杀。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":3,"repostSize":0,"link":"https://laohu8.com/post/340646337147128","repostId":"1190543969","repostType":2,"isVote":1,"tweetType":1,"viewCount":937,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3556223833274629","authorId":"3556223833274629","name":"老山古","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3556223833274629","authorIdStr":"3556223833274629"},"content":"少点阴谋论吧，要相信科技创造生产力，而且是第一生产力，创造财富和未来。","text":"少点阴谋论吧，要相信科技创造生产力，而且是第一生产力，创造财富和未来。","html":"少点阴谋论吧，要相信科技创造生产力，而且是第一生产力，创造财富和未来。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":336623476318480,"gmtCreate":1723192170555,"gmtModify":1723192938354,"author":{"id":"4161428823528190","authorId":"4161428823528190","name":"多情的才子","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4161428823528190","authorIdStr":"4161428823528190"},"themes":[],"htmlText":"真恶心，是个公司就来蹭热度，然后又辟谣。","listText":"真恶心，是个公司就来蹭热度，然后又辟谣。","text":"真恶心，是个公司就来蹭热度，然后又辟谣。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/336623476318480","repostId":"2458303305","repostType":2,"repost":{"id":"2458303305","kind":"news","pubTimestamp":1723189393,"share":"https://www.laohu8.com/m/news/2458303305?lang=&edition=full","pubTime":"2024-08-09 15:43","market":"us","language":"zh","title":"龙图光罩(688721.SH)：暂未与英伟达、AMD公司合作","url":"https://stock-news.laohu8.com/highlight/detail?id=2458303305","media":"格隆汇资讯","summary":"格隆汇8月9日丨龙图光罩(688721.SH)在互动平台表示，公司目前暂未与英伟达、AMD公司合作。","content":"<html><body><article><p>格隆汇8月9日丨<a href=\"https://laohu8.com/S/688721\">龙图光罩</a>(688721.SH)在互动平台表示，公司目前暂未与<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、AMD公司合作。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>龙图光罩(688721.SH)：暂未与英伟达、AMD公司合作</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龙图光罩(688721.SH)：暂未与英伟达、AMD公司合作\n</h2>\n<h4 class=\"meta\">\n\n\n2024-08-09 15:43 北京时间   <a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240809154324958b2537&s=b\"><strong>格隆汇资讯</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>格隆汇8月9日丨龙图光罩(688721.SH)在互动平台表示，公司目前暂未与英伟达、AMD公司合作。</p>\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20240809154324958b2537&s=b\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","BK4512":"苹果概念","IE00BZ199S13.USD":"BNY MELLON MOBILITY INNOVATION \"B\" (USD) ACC","LU0823421333.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) ACC","GFS":"GLOBALFOUNDRIES Inc.","LU0823421416.USD":"BNP PARIBAS DISRUPTIVE TECHNOLOGY \"C\" (USD) INC","BK4549":"软银资本持仓","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","AMD":"美国超微公司","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","IE00BK4W5L77.USD":"HSBC GLOBAL FUNDS ICAV US EQUITY INDEX \"HC\" (USD) ACC","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","IE00BK4W5M84.HKD":"HSBC GLOBAL FUNDS 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12:22","market":"us","language":"zh","title":"财报前瞻｜绩前获投行派发“定心丸”，英伟达Q2或将再续辉煌？","url":"https://stock-news.laohu8.com/highlight/detail?id=1190543969","media":"老虎资讯综合","summary":"今年上半年，英伟达延续去年气势如虹的表现，继续上涨150%。此后，英伟达逐步企稳反弹。上季度业绩回顾财报显示，英伟达第一财季营收创历史新高至260亿美元，环比增长18%、同比增长262%。此外，英伟达预计2025财年第二财季营收将达到280亿美元，上下浮动2%，高于市场预期的266亿美元。看涨仍然是华尔街主旋律二季度业绩发布前夕，华尔街大行纷纷看好英伟达。预计2025财年英伟达的收入将达到1275.6亿美元，同比增长109.4%。","content":"<html><head></head><body><blockquote><p>分析师认为，Blackwell芯片延迟交付带来的影响并不大，大型科技企业依然倾向于在AI上过度投资，英伟达的盈利潜力强劲。</p></blockquote><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>将于8月28日美股盘后公布其2025财年第二季度的业绩报告，华尔街普遍预计其将再创下一个强劲季度。</p><p>据彭博分析师预计，英伟达2025财年第二季度营收为286.53亿美元，同比增长112.13%；调整后净利润为158.84亿美元，调整后每股收益为0.64美元，同比增长138.37%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d9e3dd0f2979c61f686b210f925907d\" tg-height=\"369\" tg-width=\"1087\" title=\"\"/></p><p>过去两个月，全球芯片巨头英伟达经历了“过山车式”走势。今年上半年，英伟达延续去年气势如虹的表现，继续上涨150%。不过，在6月20日触及140.76美元/股高点后，该股便开启了一个多月的大幅调整。8月5日盘中，英伟达一度跌至90美元/股附近，自此前高点回落逾35%。此后，英伟达逐步企稳反弹。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c21c61a720a19b373fc54453ff93a55b\" tg-height=\"240\" tg-width=\"560\"/></p><h3 id=\"id_829176173\">上季度业绩回顾</h3><p>财报显示，英伟达第一财季营收创历史新高至260亿美元，环比增长18%、同比增长262%。调整后的每股收益为6.12美元，环比增长19%、同比增长461%。净利润增超620%至148.8亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f05d9326a885aaa51bd9f246b16018ab\" tg-height=\"754\" tg-width=\"724\" title=\"\"/></p><p>分业务来看，数据中心收入早已超越游戏GPU业务成为英伟达高速增长的关键领域，第一财季的收入创新高至226亿美元，超过市场预期的211亿美元，环比增长23%、同比增长427%；昔日最大的游戏业务季度收入26亿美元，持平市场预期，环比下降8%、同比增长18%；第三大业务类别是专业可视化，季度营收为4.27亿美元，不及市场预期的4.8亿美元，环比下降8%、同比增长45%；第四大业务类别是汽车，季度营收为3.29亿美元，环比增长17%、同比增长11%，高于市场预期的下降1%至2.9亿美元。</p><p>此外，英伟达预计2025财年第二财季营收将达到280亿美元，上下浮动2%，高于市场预期的266亿美元。</p><h3 id=\"id_1738082167\">二季度业绩看点</h3><blockquote><p><strong>积极因素：数据中心驱动的强劲增长</strong></p></blockquote><p>英伟达的增长轨迹可谓非同寻常，这主要得益于其在人工智能和高性能计算领域的领先地位。事实上，该公司2025财年第一季度的业绩就是最好的证明，营收飙升至260亿美元，同比增长260%。这种商业势头背后的关键驱动力是人工智能工作负载的指数级增长。Meta Platforms等公司对大型语言模型（“LLM”）的计算需求急剧增加。</p><p>事实上，根据美国银行的估算，以Meta的下一代Llama 4为例，其所需计算能力预计将是上一代Llama 3.1的十倍。这一趋势推动了从通用计算向加速计算的广泛转变，而英伟达在这一领域仍是无可争议的领导者。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/97df48b9064becaee20d09ec5946c083\" tg-height=\"517\" tg-width=\"1593\" title=\"\"/></p><p>展望2025财年第二季度，分析师预计营收将达到286.53亿美元，同比增长112.13%，其中数据中心业务收入将达249.02亿美元，同比增长141.23%，这凸显了AI工作负载对英伟达GPU的无限需求，因为大型科技和云计算公司的资本支出持续增长。事实上，根据第二季度报告季给出的指导，五大科技巨头（Meta、Apple、Microsoft、Amazon和Google）的资本支出预计将在2024财年超过2200亿美元，与2023年相比同比增长45-50%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/355f9f27dac4e547db30cc5aea4d1002\" tg-height=\"262\" tg-width=\"640\" title=\"\"/></p><p>根据BNP的估计，AI芯片需求可能占大型科技公司资本支出的40-45%。这意味着到2024年，AI芯片的收入池可能达到1000亿美元——预计到2030年，这一数字将增长到3500-4000亿美元（复合年增长率为26%）。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/12cd2062301a5ede63108f8bd9875bd1\" tg-height=\"317\" tg-width=\"640\" title=\"\"/></p><p>有趣的是，根据Refinitiv收集的数据，目前的普遍预期是到2030年，英伟达的营收增长仅为2.5-3倍，而从宏观层面来看，AI 芯片营收的增长为3.5-4倍。这一分析得出的结论是，分析师对英伟达数据中心收入增长的预期可能滞后于基本面。</p><blockquote><p><strong>负面因素：Blackwell延迟和市场饱和风险</strong></p></blockquote><p>尽管前景光明，投资者也需要注意潜在的风险，如Blackwell GPU延迟、生成式人工智能市场饱和、全球宏观经济影响、定制芯片竞争加剧等。</p><ul style=\"\"><li><p><strong>Blackwell GPU延迟</strong></p></li></ul><p>最受关注的潜在不利因素之一是英伟达下一代Blackwell GPU的延迟。据报道，Blackwell架构将继承大获成功的Hopper系列，但遇到了技术难题，尤其是其双GPU芯片的互连。这些问题迫使英伟达恢复到不太复杂的封装技术，这可能会推迟Blackwell GPU的大规模生产和部署。这种延迟虽然令人担忧，但短期影响可能有限。美国银行和法国巴黎银行的分析师表示，作为权宜之计，英伟达可能会延长其Hopper GPU的生命周期，甚至发布不太复杂的Blackwell版本。不过，任何长时间的延迟都可能对英伟达的竞争地位造成压力，尤其是如果竞争对手设法在此期间推进其技术的话。</p><ul style=\"\"><li><p><strong>生成式人工智能的市场饱和</strong></p></li></ul><p>另一个迫在眉睫的挑战是生成式人工智能市场可能饱和。尽管目前的需求强劲，这得益于人工智能模型和应用的激增，但人们对客户的长期投资回报存在担忧。如果企业开始质疑其人工智能投资的成本效益，这可能会导致GPU订单放缓，尤其是来自对成本更敏感的行业。虽然微软、亚马逊和Meta的表态总体上支持与蓬勃发展的资本支出有关的影响，但英伟达管理层的额外信息将是了解更广泛需求势头的关键。</p><ul style=\"\"><li><p><strong>宏观经济不确定性</strong></p></li></ul><p>英伟达无法免受更广泛的经济挑战的影响。全球宏观经济担忧，尤其是利率上升和地缘政治紧张局势，可能会抑制企业在数据中心和人工智能基础设施上的资本支出。此外，对中国芯片出口的潜在贸易限制也对英伟达的盈利构成了另一个重大的下行风险。</p><ul style=\"\"><li><p><strong>竞争加剧、定制芯片开发</strong></p></li></ul><p>最后，值得注意的是，英伟达还面临着来自谷歌和亚马逊等大型科技公司开发的定制芯片的日益激烈的竞争，这些公司正在针对AI工作负载优化硬件。这一趋势，再加上替代AI加速器的广泛采用，可能会在未来侵蚀英伟达的市场份额。英伟达目前的净收入利润率超过50%，这一事实表明，客户可能会寻求更低的利润率。</p><h3 id=\"id_3687644335\">看涨仍然是华尔街主旋律</h3><p>二季度业绩发布前夕，华尔街大行纷纷看好英伟达。分析师认为，Blackwell芯片延迟交付带来的影响并不大，大型科技企业依然倾向于在AI上过度投资，英伟达的盈利潜力强劲。</p><blockquote><p><strong>高盛力挺英伟达：AI需求仍强劲，Q2业绩将超预期</strong></p></blockquote><p>高盛分析师Toshiya Hari、Anmol Makkar等发布最新研报称，受益于大型云服务提供商和企业客户的强劲需求，英伟达将继续保持在AI和加速计算领域的强势地位，继续维持对其的“买入”评级。</p><p>报告指出，虽然Blackwell系列GPU推迟出货给基本面带来了波动，但根据官方表态及供应链相关数据，对英伟达的盈利能力仍具信心，预计其在2025年的每股收益将达到4.16美元，较市场普遍预期高出11%。</p><p>此外，高盛表示，Q2财报将显示对英伟达H100 GPU的需求仍将强劲，且H200开始批量发货。</p><p>高盛预计，得益于数据中心营收增长和强劲的运营杠杆，英伟达Q2营收和每股收益均将超预期，分别达到297.69亿美元和0.68美元，分别较市场预期高出4.1%和5.9%。</p><p>其中H100、H200和Spectrum-X将成为Q2收入增长的关键驱动力，台积电CoWoS产能的阶梯式增长也可能从供给侧支撑营收增长。</p><p>数据中心部门方面，高盛预计到Q3，该部门收入将进一步增长，实现15%的环比涨幅；到2026年，数据中心收入将实现两位数的同比增长。</p><blockquote><p><strong>韦德布什坚定看好英伟达：Q2财报必将强劲</strong></p></blockquote><p>美国知名投行韦德布什表示，随着人工智能支出热潮全面展开，英伟达必然会公布又一份强劲的季度报告。韦德布什股票研究高级副总裁Matt Bryson表示，其此前预测的1万亿美元人工智能支出“浪潮”正在进行中，科技公司仍处于投资人工智能硬件的早期阶段。</p><p>他指出，英伟达股票近期遭遇抛售，源于人们担心其AI芯片的需求正在减弱，以及下一代GPU Blackwell的交付可能存在问题。</p><p style=\"text-align: start;\">但英伟达的一些合作伙伴，如富士康、超微电脑，上季度的业绩都不错，“最近的很多数据都表明，对AI的支出并没有放缓”。</p><p style=\"text-align: start;\">Bryson预计，AI被集成到手机等个人设备中也可能成为半导体行业的一大利好，因为它将刺激对AI内容的更多需求。</p></body></html>","collect":0,"html":"<!DOCTYPE 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class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-08-24 12:22</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<blockquote><p>分析师认为，Blackwell芯片延迟交付带来的影响并不大，大型科技企业依然倾向于在AI上过度投资，英伟达的盈利潜力强劲。</p></blockquote><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>将于8月28日美股盘后公布其2025财年第二季度的业绩报告，华尔街普遍预计其将再创下一个强劲季度。</p><p>据彭博分析师预计，英伟达2025财年第二季度营收为286.53亿美元，同比增长112.13%；调整后净利润为158.84亿美元，调整后每股收益为0.64美元，同比增长138.37%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1d9e3dd0f2979c61f686b210f925907d\" tg-height=\"369\" tg-width=\"1087\" title=\"\"/></p><p>过去两个月，全球芯片巨头英伟达经历了“过山车式”走势。今年上半年，英伟达延续去年气势如虹的表现，继续上涨150%。不过，在6月20日触及140.76美元/股高点后，该股便开启了一个多月的大幅调整。8月5日盘中，英伟达一度跌至90美元/股附近，自此前高点回落逾35%。此后，英伟达逐步企稳反弹。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c21c61a720a19b373fc54453ff93a55b\" tg-height=\"240\" tg-width=\"560\"/></p><h3 id=\"id_829176173\">上季度业绩回顾</h3><p>财报显示，英伟达第一财季营收创历史新高至260亿美元，环比增长18%、同比增长262%。调整后的每股收益为6.12美元，环比增长19%、同比增长461%。净利润增超620%至148.8亿美元。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/f05d9326a885aaa51bd9f246b16018ab\" tg-height=\"754\" tg-width=\"724\" title=\"\"/></p><p>分业务来看，数据中心收入早已超越游戏GPU业务成为英伟达高速增长的关键领域，第一财季的收入创新高至226亿美元，超过市场预期的211亿美元，环比增长23%、同比增长427%；昔日最大的游戏业务季度收入26亿美元，持平市场预期，环比下降8%、同比增长18%；第三大业务类别是专业可视化，季度营收为4.27亿美元，不及市场预期的4.8亿美元，环比下降8%、同比增长45%；第四大业务类别是汽车，季度营收为3.29亿美元，环比增长17%、同比增长11%，高于市场预期的下降1%至2.9亿美元。</p><p>此外，英伟达预计2025财年第二财季营收将达到280亿美元，上下浮动2%，高于市场预期的266亿美元。</p><h3 id=\"id_1738082167\">二季度业绩看点</h3><blockquote><p><strong>积极因素：数据中心驱动的强劲增长</strong></p></blockquote><p>英伟达的增长轨迹可谓非同寻常，这主要得益于其在人工智能和高性能计算领域的领先地位。事实上，该公司2025财年第一季度的业绩就是最好的证明，营收飙升至260亿美元，同比增长260%。这种商业势头背后的关键驱动力是人工智能工作负载的指数级增长。Meta Platforms等公司对大型语言模型（“LLM”）的计算需求急剧增加。</p><p>事实上，根据美国银行的估算，以Meta的下一代Llama 4为例，其所需计算能力预计将是上一代Llama 3.1的十倍。这一趋势推动了从通用计算向加速计算的广泛转变，而英伟达在这一领域仍是无可争议的领导者。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/97df48b9064becaee20d09ec5946c083\" tg-height=\"517\" tg-width=\"1593\" title=\"\"/></p><p>展望2025财年第二季度，分析师预计营收将达到286.53亿美元，同比增长112.13%，其中数据中心业务收入将达249.02亿美元，同比增长141.23%，这凸显了AI工作负载对英伟达GPU的无限需求，因为大型科技和云计算公司的资本支出持续增长。事实上，根据第二季度报告季给出的指导，五大科技巨头（Meta、Apple、Microsoft、Amazon和Google）的资本支出预计将在2024财年超过2200亿美元，与2023年相比同比增长45-50%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/355f9f27dac4e547db30cc5aea4d1002\" tg-height=\"262\" tg-width=\"640\" title=\"\"/></p><p>根据BNP的估计，AI芯片需求可能占大型科技公司资本支出的40-45%。这意味着到2024年，AI芯片的收入池可能达到1000亿美元——预计到2030年，这一数字将增长到3500-4000亿美元（复合年增长率为26%）。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/12cd2062301a5ede63108f8bd9875bd1\" tg-height=\"317\" tg-width=\"640\" title=\"\"/></p><p>有趣的是，根据Refinitiv收集的数据，目前的普遍预期是到2030年，英伟达的营收增长仅为2.5-3倍，而从宏观层面来看，AI 芯片营收的增长为3.5-4倍。这一分析得出的结论是，分析师对英伟达数据中心收入增长的预期可能滞后于基本面。</p><blockquote><p><strong>负面因素：Blackwell延迟和市场饱和风险</strong></p></blockquote><p>尽管前景光明，投资者也需要注意潜在的风险，如Blackwell GPU延迟、生成式人工智能市场饱和、全球宏观经济影响、定制芯片竞争加剧等。</p><ul style=\"\"><li><p><strong>Blackwell GPU延迟</strong></p></li></ul><p>最受关注的潜在不利因素之一是英伟达下一代Blackwell GPU的延迟。据报道，Blackwell架构将继承大获成功的Hopper系列，但遇到了技术难题，尤其是其双GPU芯片的互连。这些问题迫使英伟达恢复到不太复杂的封装技术，这可能会推迟Blackwell GPU的大规模生产和部署。这种延迟虽然令人担忧，但短期影响可能有限。美国银行和法国巴黎银行的分析师表示，作为权宜之计，英伟达可能会延长其Hopper GPU的生命周期，甚至发布不太复杂的Blackwell版本。不过，任何长时间的延迟都可能对英伟达的竞争地位造成压力，尤其是如果竞争对手设法在此期间推进其技术的话。</p><ul style=\"\"><li><p><strong>生成式人工智能的市场饱和</strong></p></li></ul><p>另一个迫在眉睫的挑战是生成式人工智能市场可能饱和。尽管目前的需求强劲，这得益于人工智能模型和应用的激增，但人们对客户的长期投资回报存在担忧。如果企业开始质疑其人工智能投资的成本效益，这可能会导致GPU订单放缓，尤其是来自对成本更敏感的行业。虽然微软、亚马逊和Meta的表态总体上支持与蓬勃发展的资本支出有关的影响，但英伟达管理层的额外信息将是了解更广泛需求势头的关键。</p><ul style=\"\"><li><p><strong>宏观经济不确定性</strong></p></li></ul><p>英伟达无法免受更广泛的经济挑战的影响。全球宏观经济担忧，尤其是利率上升和地缘政治紧张局势，可能会抑制企业在数据中心和人工智能基础设施上的资本支出。此外，对中国芯片出口的潜在贸易限制也对英伟达的盈利构成了另一个重大的下行风险。</p><ul style=\"\"><li><p><strong>竞争加剧、定制芯片开发</strong></p></li></ul><p>最后，值得注意的是，英伟达还面临着来自谷歌和亚马逊等大型科技公司开发的定制芯片的日益激烈的竞争，这些公司正在针对AI工作负载优化硬件。这一趋势，再加上替代AI加速器的广泛采用，可能会在未来侵蚀英伟达的市场份额。英伟达目前的净收入利润率超过50%，这一事实表明，客户可能会寻求更低的利润率。</p><h3 id=\"id_3687644335\">看涨仍然是华尔街主旋律</h3><p>二季度业绩发布前夕，华尔街大行纷纷看好英伟达。分析师认为，Blackwell芯片延迟交付带来的影响并不大，大型科技企业依然倾向于在AI上过度投资，英伟达的盈利潜力强劲。</p><blockquote><p><strong>高盛力挺英伟达：AI需求仍强劲，Q2业绩将超预期</strong></p></blockquote><p>高盛分析师Toshiya Hari、Anmol Makkar等发布最新研报称，受益于大型云服务提供商和企业客户的强劲需求，英伟达将继续保持在AI和加速计算领域的强势地位，继续维持对其的“买入”评级。</p><p>报告指出，虽然Blackwell系列GPU推迟出货给基本面带来了波动，但根据官方表态及供应链相关数据，对英伟达的盈利能力仍具信心，预计其在2025年的每股收益将达到4.16美元，较市场普遍预期高出11%。</p><p>此外，高盛表示，Q2财报将显示对英伟达H100 GPU的需求仍将强劲，且H200开始批量发货。</p><p>高盛预计，得益于数据中心营收增长和强劲的运营杠杆，英伟达Q2营收和每股收益均将超预期，分别达到297.69亿美元和0.68美元，分别较市场预期高出4.1%和5.9%。</p><p>其中H100、H200和Spectrum-X将成为Q2收入增长的关键驱动力，台积电CoWoS产能的阶梯式增长也可能从供给侧支撑营收增长。</p><p>数据中心部门方面，高盛预计到Q3，该部门收入将进一步增长，实现15%的环比涨幅；到2026年，数据中心收入将实现两位数的同比增长。</p><blockquote><p><strong>韦德布什坚定看好英伟达：Q2财报必将强劲</strong></p></blockquote><p>美国知名投行韦德布什表示，随着人工智能支出热潮全面展开，英伟达必然会公布又一份强劲的季度报告。韦德布什股票研究高级副总裁Matt Bryson表示，其此前预测的1万亿美元人工智能支出“浪潮”正在进行中，科技公司仍处于投资人工智能硬件的早期阶段。</p><p>他指出，英伟达股票近期遭遇抛售，源于人们担心其AI芯片的需求正在减弱，以及下一代GPU Blackwell的交付可能存在问题。</p><p style=\"text-align: start;\">但英伟达的一些合作伙伴，如富士康、超微电脑，上季度的业绩都不错，“最近的很多数据都表明，对AI的支出并没有放缓”。</p><p style=\"text-align: start;\">Bryson预计，AI被集成到手机等个人设备中也可能成为半导体行业的一大利好，因为它将刺激对AI内容的更多需求。</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/425e1b58e2b7a395332b1d4ff23eff22","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1190543969","content_text":"分析师认为，Blackwell芯片延迟交付带来的影响并不大，大型科技企业依然倾向于在AI上过度投资，英伟达的盈利潜力强劲。英伟达将于8月28日美股盘后公布其2025财年第二季度的业绩报告，华尔街普遍预计其将再创下一个强劲季度。据彭博分析师预计，英伟达2025财年第二季度营收为286.53亿美元，同比增长112.13%；调整后净利润为158.84亿美元，调整后每股收益为0.64美元，同比增长138.37%。过去两个月，全球芯片巨头英伟达经历了“过山车式”走势。今年上半年，英伟达延续去年气势如虹的表现，继续上涨150%。不过，在6月20日触及140.76美元/股高点后，该股便开启了一个多月的大幅调整。8月5日盘中，英伟达一度跌至90美元/股附近，自此前高点回落逾35%。此后，英伟达逐步企稳反弹。上季度业绩回顾财报显示，英伟达第一财季营收创历史新高至260亿美元，环比增长18%、同比增长262%。调整后的每股收益为6.12美元，环比增长19%、同比增长461%。净利润增超620%至148.8亿美元。分业务来看，数据中心收入早已超越游戏GPU业务成为英伟达高速增长的关键领域，第一财季的收入创新高至226亿美元，超过市场预期的211亿美元，环比增长23%、同比增长427%；昔日最大的游戏业务季度收入26亿美元，持平市场预期，环比下降8%、同比增长18%；第三大业务类别是专业可视化，季度营收为4.27亿美元，不及市场预期的4.8亿美元，环比下降8%、同比增长45%；第四大业务类别是汽车，季度营收为3.29亿美元，环比增长17%、同比增长11%，高于市场预期的下降1%至2.9亿美元。此外，英伟达预计2025财年第二财季营收将达到280亿美元，上下浮动2%，高于市场预期的266亿美元。二季度业绩看点积极因素：数据中心驱动的强劲增长英伟达的增长轨迹可谓非同寻常，这主要得益于其在人工智能和高性能计算领域的领先地位。事实上，该公司2025财年第一季度的业绩就是最好的证明，营收飙升至260亿美元，同比增长260%。这种商业势头背后的关键驱动力是人工智能工作负载的指数级增长。Meta Platforms等公司对大型语言模型（“LLM”）的计算需求急剧增加。事实上，根据美国银行的估算，以Meta的下一代Llama 4为例，其所需计算能力预计将是上一代Llama 3.1的十倍。这一趋势推动了从通用计算向加速计算的广泛转变，而英伟达在这一领域仍是无可争议的领导者。展望2025财年第二季度，分析师预计营收将达到286.53亿美元，同比增长112.13%，其中数据中心业务收入将达249.02亿美元，同比增长141.23%，这凸显了AI工作负载对英伟达GPU的无限需求，因为大型科技和云计算公司的资本支出持续增长。事实上，根据第二季度报告季给出的指导，五大科技巨头（Meta、Apple、Microsoft、Amazon和Google）的资本支出预计将在2024财年超过2200亿美元，与2023年相比同比增长45-50%。根据BNP的估计，AI芯片需求可能占大型科技公司资本支出的40-45%。这意味着到2024年，AI芯片的收入池可能达到1000亿美元——预计到2030年，这一数字将增长到3500-4000亿美元（复合年增长率为26%）。有趣的是，根据Refinitiv收集的数据，目前的普遍预期是到2030年，英伟达的营收增长仅为2.5-3倍，而从宏观层面来看，AI 芯片营收的增长为3.5-4倍。这一分析得出的结论是，分析师对英伟达数据中心收入增长的预期可能滞后于基本面。负面因素：Blackwell延迟和市场饱和风险尽管前景光明，投资者也需要注意潜在的风险，如Blackwell GPU延迟、生成式人工智能市场饱和、全球宏观经济影响、定制芯片竞争加剧等。Blackwell GPU延迟最受关注的潜在不利因素之一是英伟达下一代Blackwell GPU的延迟。据报道，Blackwell架构将继承大获成功的Hopper系列，但遇到了技术难题，尤其是其双GPU芯片的互连。这些问题迫使英伟达恢复到不太复杂的封装技术，这可能会推迟Blackwell GPU的大规模生产和部署。这种延迟虽然令人担忧，但短期影响可能有限。美国银行和法国巴黎银行的分析师表示，作为权宜之计，英伟达可能会延长其Hopper GPU的生命周期，甚至发布不太复杂的Blackwell版本。不过，任何长时间的延迟都可能对英伟达的竞争地位造成压力，尤其是如果竞争对手设法在此期间推进其技术的话。生成式人工智能的市场饱和另一个迫在眉睫的挑战是生成式人工智能市场可能饱和。尽管目前的需求强劲，这得益于人工智能模型和应用的激增，但人们对客户的长期投资回报存在担忧。如果企业开始质疑其人工智能投资的成本效益，这可能会导致GPU订单放缓，尤其是来自对成本更敏感的行业。虽然微软、亚马逊和Meta的表态总体上支持与蓬勃发展的资本支出有关的影响，但英伟达管理层的额外信息将是了解更广泛需求势头的关键。宏观经济不确定性英伟达无法免受更广泛的经济挑战的影响。全球宏观经济担忧，尤其是利率上升和地缘政治紧张局势，可能会抑制企业在数据中心和人工智能基础设施上的资本支出。此外，对中国芯片出口的潜在贸易限制也对英伟达的盈利构成了另一个重大的下行风险。竞争加剧、定制芯片开发最后，值得注意的是，英伟达还面临着来自谷歌和亚马逊等大型科技公司开发的定制芯片的日益激烈的竞争，这些公司正在针对AI工作负载优化硬件。这一趋势，再加上替代AI加速器的广泛采用，可能会在未来侵蚀英伟达的市场份额。英伟达目前的净收入利润率超过50%，这一事实表明，客户可能会寻求更低的利润率。看涨仍然是华尔街主旋律二季度业绩发布前夕，华尔街大行纷纷看好英伟达。分析师认为，Blackwell芯片延迟交付带来的影响并不大，大型科技企业依然倾向于在AI上过度投资，英伟达的盈利潜力强劲。高盛力挺英伟达：AI需求仍强劲，Q2业绩将超预期高盛分析师Toshiya Hari、Anmol Makkar等发布最新研报称，受益于大型云服务提供商和企业客户的强劲需求，英伟达将继续保持在AI和加速计算领域的强势地位，继续维持对其的“买入”评级。报告指出，虽然Blackwell系列GPU推迟出货给基本面带来了波动，但根据官方表态及供应链相关数据，对英伟达的盈利能力仍具信心，预计其在2025年的每股收益将达到4.16美元，较市场普遍预期高出11%。此外，高盛表示，Q2财报将显示对英伟达H100 GPU的需求仍将强劲，且H200开始批量发货。高盛预计，得益于数据中心营收增长和强劲的运营杠杆，英伟达Q2营收和每股收益均将超预期，分别达到297.69亿美元和0.68美元，分别较市场预期高出4.1%和5.9%。其中H100、H200和Spectrum-X将成为Q2收入增长的关键驱动力，台积电CoWoS产能的阶梯式增长也可能从供给侧支撑营收增长。数据中心部门方面，高盛预计到Q3，该部门收入将进一步增长，实现15%的环比涨幅；到2026年，数据中心收入将实现两位数的同比增长。韦德布什坚定看好英伟达：Q2财报必将强劲美国知名投行韦德布什表示，随着人工智能支出热潮全面展开，英伟达必然会公布又一份强劲的季度报告。韦德布什股票研究高级副总裁Matt Bryson表示，其此前预测的1万亿美元人工智能支出“浪潮”正在进行中，科技公司仍处于投资人工智能硬件的早期阶段。他指出，英伟达股票近期遭遇抛售，源于人们担心其AI芯片的需求正在减弱，以及下一代GPU Blackwell的交付可能存在问题。但英伟达的一些合作伙伴，如富士康、超微电脑，上季度的业绩都不错，“最近的很多数据都表明，对AI的支出并没有放缓”。Bryson预计，AI被集成到手机等个人设备中也可能成为半导体行业的一大利好，因为它将刺激对AI内容的更多需求。","news_type":1},"isVote":1,"tweetType":1,"viewCount":937,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3556223833274629","authorId":"3556223833274629","name":"老山古","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3556223833274629","authorIdStr":"3556223833274629"},"content":"少点阴谋论吧，要相信科技创造生产力，而且是第一生产力，创造财富和未来。","text":"少点阴谋论吧，要相信科技创造生产力，而且是第一生产力，创造财富和未来。","html":"少点阴谋论吧，要相信科技创造生产力，而且是第一生产力，创造财富和未来。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":408125547446680,"gmtCreate":1740661702952,"gmtModify":1740661704209,"author":{"id":"4161428823528190","authorId":"4161428823528190","name":"多情的才子","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4161428823528190","authorIdStr":"4161428823528190"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 今晚又是跌三个点，至少。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a> 今晚又是跌三个点，至少。","text":"$苹果(AAPL)$ 今晚又是跌三个点，至少。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/408125547446680","isVote":1,"tweetType":1,"viewCount":229,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":347674700791880,"gmtCreate":1725903337152,"gmtModify":1725903339435,"author":{"id":"4161428823528190","authorId":"4161428823528190","name":"多情的才子","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4161428823528190","authorIdStr":"4161428823528190"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v> 赶紧跑，历次新品推荐会，80％都是跌跌不休，最好是不要赌，赌不过。","listText":"<a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$&nbsp;</a><v-v data-views=\"0\"></v-v> 赶紧跑，历次新品推荐会，80％都是跌跌不休，最好是不要赌，赌不过。","text":"$苹果(AAPL)$ 赶紧跑，历次新品推荐会，80％都是跌跌不休，最好是不要赌，赌不过。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/347674700791880","isVote":1,"tweetType":1,"viewCount":1133,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358150518403304,"gmtCreate":1728457779213,"gmtModify":1728457780630,"author":{"id":"4161428823528190","authorId":"4161428823528190","name":"多情的才子","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4161428823528190","authorIdStr":"4161428823528190"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/399006\">$创业板指(399006)$&nbsp;</a> 这样的搞法，放眼全球，闻所未闻。","listText":"<a href=\"https://laohu8.com/S/399006\">$创业板指(399006)$&nbsp;</a> 这样的搞法，放眼全球，闻所未闻。","text":"$创业板指(399006)$ 这样的搞法，放眼全球，闻所未闻。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/358150518403304","isVote":1,"tweetType":1,"viewCount":955,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353585865724048,"gmtCreate":1727362736544,"gmtModify":1727363156894,"author":{"id":"4161428823528190","authorId":"4161428823528190","name":"多情的才子","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4161428823528190","authorIdStr":"4161428823528190"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a> 熔断了，操。","listText":"<a href=\"https://laohu8.com/S/SMCI\">$超微电脑(SMCI)$&nbsp;</a> 熔断了，操。","text":"$超微电脑(SMCI)$ 熔断了，操。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353585865724048","isVote":1,"tweetType":1,"viewCount":367,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":352745615589464,"gmtCreate":1727138364902,"gmtModify":1727138366384,"author":{"id":"4161428823528190","authorId":"4161428823528190","name":"多情的才子","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4161428823528190","authorIdStr":"4161428823528190"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 一卖就涨，一买就跌。","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$&nbsp;</a> 一卖就涨，一买就跌。","text":"$特斯拉(TSLA)$ 一卖就涨，一买就跌。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/352745615589464","isVote":1,"tweetType":1,"viewCount":1539,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":395869791511008,"gmtCreate":1737672958026,"gmtModify":1737672960099,"author":{"id":"4161428823528190","authorId":"4161428823528190","name":"多情的才子","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4161428823528190","authorIdStr":"4161428823528190"},"themes":[],"htmlText":"问这问题的人的脑回路，比较新奇。","listText":"问这问题的人的脑回路，比较新奇。","text":"问这问题的人的脑回路，比较新奇。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/395869791511008","repostId":"2505018272","repostType":2,"repost":{"id":"2505018272","kind":"news","pubTimestamp":1737636674,"share":"https://www.laohu8.com/m/news/2505018272?lang=&edition=full","pubTime":"2025-01-23 20:51","market":"us","language":"zh","title":"中电港：公司有应邀参加英伟达年会","url":"https://stock-news.laohu8.com/highlight/detail?id=2505018272","media":"互动易","summary":"有投资者向中电港提问， 董秘您好，公司是英伟达国内分销商之一，有没有被邀请参加英伟达年会？公司回答表示，公司有应邀参加英伟达年会。感谢您对公司的关注！","content":"<html><body><article><p>有投资者向<a href=\"https://laohu8.com/S/001287\">中电港</a>提问， 董秘您好，公司是<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>国内分销商之一，有没有被邀请参加英伟达年会？</p><p>公司回答表示，公司有应邀参加英伟达年会。感谢您对公司的关注！</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>中电港：公司有应邀参加英伟达年会</title>\n<style 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Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU2357305700.SGD":"Allianz Global Artificial Intelligence ET H2-SGD","NVDY":"YIELDMAX NVDA OPTION INCOME STRATEGY ETF","LU1116320901.HKD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A6\" (HKD) INC","LU0265550946.USD":"BGF SYSTEMATIC GLOBAL ENHANCED EQUITY YIELD \"A5\" (USD) INC","LU1119994496.HKD":"FIDELITY WORLD \"A\" (HKD) ACC","BK4585":"ETF&股票定投概念","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","SNVD.UK":"LS -1X NVIDIA","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0056508442.USD":"贝莱德世界科技基金A2","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC","3NVD.UK":"LS 3X NVIDIA","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY 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ETF"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250123210454a22cf61f&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2505018272","content_text":"有投资者向中电港提问， 董秘您好，公司是英伟达国内分销商之一，有没有被邀请参加英伟达年会？公司回答表示，公司有应邀参加英伟达年会。感谢您对公司的关注！","news_type":1},"isVote":1,"tweetType":1,"viewCount":326,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":389838986904048,"gmtCreate":1736221752538,"gmtModify":1736221754256,"author":{"id":"4161428823528190","authorId":"4161428823528190","name":"多情的才子","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4161428823528190","authorIdStr":"4161428823528190"},"themes":[],"htmlText":"皮衣上场，黄金万两。","listText":"皮衣上场，黄金万两。","text":"皮衣上场，黄金万两。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/389838986904048","repostId":"1115445039","repostType":2,"repost":{"id":"1115445039","kind":"news","pubTimestamp":1736220152,"share":"https://www.laohu8.com/m/news/1115445039?lang=&edition=full","pubTime":"2025-01-07 11:22","market":"us","language":"zh","title":"黄仁勋CES演讲：全新RTX 50系列芯片正式发布，性能不变降价1/3","url":"https://stock-news.laohu8.com/highlight/detail?id=1115445039","media":"华尔街见闻","summary":"北京时间1月7日（周二）上午10:30，英伟达创始人兼首席执行官黄仁勋将在CES 2025大会上发表开幕主题演讲。本届CES 2025于当地时间1月7日在美国拉斯维加斯盛大开幕，持续至1月10日。黄仁勋的主题演讲无疑将成为本届CES的一大亮点。还有分析称，此次演讲的焦点将是Blackwell芯片，该芯片被视为英伟达的下一个主要增长驱动力。黄仁勋推出Grace Blackwell NVLink72。黄仁勋表示，售价549美元的5070将提供与售价1599美元的4090相同的性能。","content":"<html><head></head><body><p>北京时间1月7日（周二）上午10:30，英伟达创始人兼首席执行官<a class=\"promotion-word\" href=\"https://laohu8.com/U/4197425683462392\">黄仁勋</a>将在CES 2025大会上发表开幕主题演讲。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/26317c3a3cc809ddc7471724f811a35f\" tg-height=\"532\" tg-width=\"1024\" title=\"\"/></p><p style=\"text-align: justify;\">作为全球最大的消费电子展，被誉为“科技春晚”的CES每年都会吸引众多科技巨头和创新企业参展。本届CES 2025于当地时间1月7日在美国拉斯维加斯盛大开幕，持续至1月10日。<a class=\"promotion-word\" href=\"https://laohu8.com/U/4197425683462392\">黄仁勋</a>的主题演讲无疑将成为本届CES的一大亮点。</p><p style=\"text-align: justify;\">投行Wedbush表示，<a class=\"promotion-word\" href=\"https://laohu8.com/U/4197425683462392\">黄仁勋</a>的演讲可能会聚焦于对人工智能的愿景上。还有分析称，<strong>此次演讲的焦点将是Blackwell芯片，</strong>该芯片被视为英伟达的下一个主要增长驱动力。</p><p style=\"text-align: justify;\">本次展会上，英伟达预计还将发布一系列新产品，<strong>包括备受期待的GeForce RTX 50显卡、全新的AI加速技术、其他AI和加速计算产品如自动驾驶相关内容。</strong></p><p><strong>【12:11】</strong></p><p style=\"text-align: justify;\"><a class=\"promotion-word\" href=\"https://laohu8.com/U/4197425683462392\">黄仁勋</a>宣布推出英伟达AI super computer。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b9c506dbd7767a9172b11f66e061656c\" tg-height=\"573\" tg-width=\"1024\"/></p><p style=\"text-align: justify;\"><strong>【12:00】</strong></p><p style=\"text-align: justify;\"><a class=\"promotion-word\" href=\"https://laohu8.com/U/4197425683462392\">黄仁勋</a>：<strong>人形机器人的时代即将到来，标志着通用机器人技术的重大进步。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/eadb06f0fa54ad2161c351386e4c5167\" tg-height=\"566\" tg-width=\"1024\"/></p><p style=\"text-align: justify;\"><strong>【11:53】</strong></p><p style=\"text-align: justify;\">黄仁勋公布英伟达在汽车领域开展合作的厂商，其中国内车厂包括比亚迪、理想、小米、极氪。</p><p style=\"text-align: justify;\">黄仁勋表示，<strong>丰田将采用英伟达的汽车芯片和操作系统，</strong>并表示将使更多开发者和合作伙伴连接到Omniverse，以扩大生态系统，旨在解决全球50万亿GDP中存在的显著浪费和自动化机会。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/32c7cbce294e6b6725ef96170930abe3\" tg-height=\"574\" tg-width=\"990\"/></p><p style=\"text-align: justify;\">黄仁勋宣布推出下一代汽车处理器“Thor”，这是一款革命性的机器人计算机，旨在处理大量传感器数据。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/10670355843a501a6fe0a46948d38b6e\" tg-height=\"580\" tg-width=\"996\"/></p><p><strong>【11:40】</strong></p><p style=\"text-align: justify;\"><strong>黄仁勋推出世界基础模型“Cosmos”，该模型可以将图像和文本转换为机器人的可操作任务，</strong>无缝集成视觉和语言理解来执行复杂的动作。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/203f75dfd9f68be6e7f613ffd1807078\" tg-height=\"578\" tg-width=\"991\" title=\"\"/></p><p style=\"text-align: justify;\">演示视频显示，Cosmos模型可以接受文本、图像或视频的提示，生成虚拟世界状态，作为针对自动驾驶和机器人应用独特需求的视频输出。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/083f955e3d1b4986c66d928e236069e8\" tg-height=\"546\" tg-width=\"994\" title=\"\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/94ca0a24acf5662160f9d2681105a1b0\" tg-height=\"581\" tg-width=\"993\" title=\"\"/></p><p style=\"text-align: justify;\"><strong>【11:34】</strong></p><p style=\"text-align: justify;\">黄仁勋表示：“<strong>AI代理很可能成为一个价值数万亿美元的行业，</strong>我打赌股票持有者一定很高兴。” </p><p style=\"text-align: justify;\"><strong>【11:28】</strong></p><p style=\"text-align: justify;\">黄仁勋推出Llama Nemotron语言基础模型，分为Nano、Super和Ultra三档。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cfe85ed56b0a6cf47ba74f98ef7a9de0\" tg-height=\"560\" tg-width=\"1024\" title=\"\"/></p><p style=\"text-align: justify;\"><strong>【11:22】</strong></p><p style=\"text-align: justify;\">黄仁勋推出具有“测试时间缩放（Teat-Time Scaling）”功能的Agentic AI，支持计算器、网络搜索、语义搜索、SQL搜索等工具，甚至可以生成播客。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/ec4abc0da4c3c8c89063077eb09c7b48\" tg-height=\"572\" tg-width=\"1024\" title=\"\"/></p><p style=\"text-align: justify;\"><strong>【11:17】</strong></p><p style=\"text-align: justify;\">黄仁勋表示，<strong>我们的目标是创建一个名为Grace Blackwell NVLink72的巨型芯片，该芯片将使用72个Blackwell GPU或144个芯片，</strong>超越世界上最快的超级计算机的能力。</p><p style=\"text-align: justify;\">黄仁勋表示，创建NVLink的根本目的是围绕主动型人工智能（Agentic AI），它展现了延长测试时间和提升客户互动的完美模型。</p><p style=\"text-align: justify;\"><strong>Blackwell系统的奇迹之处在于其前所未有的规模</strong>，Blackwell芯片是人类历史上最大的单芯片；该系统的最终目标是增强我们在技术和创新方面的能力和体验。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6de473f9b8f6092964abbbb7ea078273\" tg-height=\"568\" tg-width=\"999\" title=\"\"/></p><p style=\"text-align: justify;\">黄仁勋还用Blackwell“盾牌”扮演了AI超级英雄。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/be4a340a86c54bc2b396b911611cfd02\" tg-height=\"564\" tg-width=\"995\" title=\"\"/></p><p style=\"text-align: justify;\"><strong>【11:12】</strong></p><p style=\"text-align: justify;\">黄仁勋提及，三大缩放定律（Scaling laws）将应用于最新的RTX显卡，以提供更好的实时视觉效果。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/01d439474b0c7577e51fd29d09ed075b\" tg-height=\"573\" tg-width=\"1024\" title=\"\"/></p><p style=\"text-align: justify;\"><strong>【11:02】</strong></p><p style=\"text-align: justify;\">英伟达CEO黄仁勋表示美光为新的GPU提供内存。 美光科技美股夜盘短线拉升，现涨超9%。</p><p><img alt=\"\" src=\"https://static.tigerbbs.com/de043c106a36019ad22c94aef259522b\"/></p><p style=\"text-align: justify;\"><strong>【11:02】</strong></p><p style=\"text-align: justify;\">黄仁勋推出新一代基于Blackwell架构的RTX 5090显卡，拥有920亿个晶体管，可提供3400 TOPS算力<strong>。</strong></p><p style=\"text-align: justify;\">黄仁勋表示，<strong>售价549美元的5070将提供与售价1599美元的4090相同的性能。</strong></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/155f669d852439d65f5f54f13684100e\" tg-height=\"576\" tg-width=\"994\" title=\"\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1161a269f3f582a26d6f023139b6a962\" tg-height=\"558\" tg-width=\"998\" title=\"\"/></p><p style=\"text-align: justify;\">RTX 8050、5070 Ti和5070的售价分别为999美元、749美元和549美元。</p><p style=\"text-align: justify;\">黄仁勋表示：“Blackwell正在全面生产，GPU将于1月晚些时候上市销售。”</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2426b6c0006c1f9e380d27ff15980e35\" tg-height=\"530\" tg-width=\"1012\" title=\"\"/></p><p style=\"text-align: justify;\"><strong>【10:46】</strong></p><p style=\"text-align: justify;\">黄仁勋身穿黑色皮衣，以“经典皮肤”亮相CES会场。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5fb03e40abd814eeb14eaec582709eef\" tg-height=\"589\" tg-width=\"1024\" title=\"\"/></p><p><br/></p></body></html>","source":"lsy1700700604709","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>黄仁勋CES演讲：全新RTX 50系列芯片正式发布，性能不变降价1/3</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<a class=\"promotion-word\" href=\"https://laohu8.com/U/4197425683462392\">黄仁勋</a>CES演讲：全新RTX 50系列芯片正式发布，性能不变降价1/3\n</h2>\n<h4 class=\"meta\">\n\n\n2025-01-07 11:22 北京时间   <a href=\"https://wallstreetcn.com/articles/3738522\"><strong>华尔街见闻</strong></a>\n</h4>\n</header>\n<article>\n<div>\n<p>北京时间1月7日（周二）上午10:30，英伟达创始人兼首席执行官<a class=\"promotion-word\" href=\"https://laohu8.com/U/4197425683462392\">黄仁勋</a>将在CES 2025大会上发表开幕主题演讲。作为全球最大的消费电子展，被誉为“科技春晚”的CES每年都会吸引众多科技巨头和创新企业参展。本届CES 2025于当地时间1月7日在美国拉斯维加斯盛大开幕，持续至1月10日。<a class=\"promotion-word\" href=\"https://laohu8.com/U/4197425683462392\">黄仁勋</a>的主题演讲无疑将成为本届CES的一大亮点。投行Wedbush表示，<a class=\"promotion-word\" href=\"https://laohu8.com/U/4197425683462392\">黄仁勋</a>的演讲可能会聚焦于对人工智能的...</p>\n<a href=\"https://wallstreetcn.com/articles/3738522\">Web Link</a>\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/26317c3a3cc809ddc7471724f811a35f","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://wallstreetcn.com/articles/3738522","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115445039","content_text":"北京时间1月7日（周二）上午10:30，英伟达创始人兼首席执行官黄仁勋将在CES 2025大会上发表开幕主题演讲。作为全球最大的消费电子展，被誉为“科技春晚”的CES每年都会吸引众多科技巨头和创新企业参展。本届CES 2025于当地时间1月7日在美国拉斯维加斯盛大开幕，持续至1月10日。黄仁勋的主题演讲无疑将成为本届CES的一大亮点。投行Wedbush表示，黄仁勋的演讲可能会聚焦于对人工智能的愿景上。还有分析称，此次演讲的焦点将是Blackwell芯片，该芯片被视为英伟达的下一个主要增长驱动力。本次展会上，英伟达预计还将发布一系列新产品，包括备受期待的GeForce RTX 50显卡、全新的AI加速技术、其他AI和加速计算产品如自动驾驶相关内容。【12:11】黄仁勋宣布推出英伟达AI super computer。【12:00】黄仁勋：人形机器人的时代即将到来，标志着通用机器人技术的重大进步。【11:53】黄仁勋公布英伟达在汽车领域开展合作的厂商，其中国内车厂包括比亚迪、理想、小米、极氪。黄仁勋表示，丰田将采用英伟达的汽车芯片和操作系统，并表示将使更多开发者和合作伙伴连接到Omniverse，以扩大生态系统，旨在解决全球50万亿GDP中存在的显著浪费和自动化机会。黄仁勋宣布推出下一代汽车处理器“Thor”，这是一款革命性的机器人计算机，旨在处理大量传感器数据。【11:40】黄仁勋推出世界基础模型“Cosmos”，该模型可以将图像和文本转换为机器人的可操作任务，无缝集成视觉和语言理解来执行复杂的动作。演示视频显示，Cosmos模型可以接受文本、图像或视频的提示，生成虚拟世界状态，作为针对自动驾驶和机器人应用独特需求的视频输出。【11:34】黄仁勋表示：“AI代理很可能成为一个价值数万亿美元的行业，我打赌股票持有者一定很高兴。” 【11:28】黄仁勋推出Llama Nemotron语言基础模型，分为Nano、Super和Ultra三档。【11:22】黄仁勋推出具有“测试时间缩放（Teat-Time Scaling）”功能的Agentic AI，支持计算器、网络搜索、语义搜索、SQL搜索等工具，甚至可以生成播客。【11:17】黄仁勋表示，我们的目标是创建一个名为Grace Blackwell NVLink72的巨型芯片，该芯片将使用72个Blackwell GPU或144个芯片，超越世界上最快的超级计算机的能力。黄仁勋表示，创建NVLink的根本目的是围绕主动型人工智能（Agentic AI），它展现了延长测试时间和提升客户互动的完美模型。Blackwell系统的奇迹之处在于其前所未有的规模，Blackwell芯片是人类历史上最大的单芯片；该系统的最终目标是增强我们在技术和创新方面的能力和体验。黄仁勋还用Blackwell“盾牌”扮演了AI超级英雄。【11:12】黄仁勋提及，三大缩放定律（Scaling laws）将应用于最新的RTX显卡，以提供更好的实时视觉效果。【11:02】英伟达CEO黄仁勋表示美光为新的GPU提供内存。 美光科技美股夜盘短线拉升，现涨超9%。【11:02】黄仁勋推出新一代基于Blackwell架构的RTX 5090显卡，拥有920亿个晶体管，可提供3400 TOPS算力。黄仁勋表示，售价549美元的5070将提供与售价1599美元的4090相同的性能。RTX 8050、5070 Ti和5070的售价分别为999美元、749美元和549美元。黄仁勋表示：“Blackwell正在全面生产，GPU将于1月晚些时候上市销售。”【10:46】黄仁勋身穿黑色皮衣，以“经典皮肤”亮相CES会场。","news_type":1},"isVote":1,"tweetType":1,"viewCount":286,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358068668153968,"gmtCreate":1728437793448,"gmtModify":1728437794718,"author":{"id":"4161428823528190","authorId":"4161428823528190","name":"多情的才子","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4161428823528190","authorIdStr":"4161428823528190"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$&nbsp;</a> 他们以为到终点了，其实这才刚开始。","listText":"<a href=\"https://laohu8.com/S/000001.SH\">$上证指数(000001.SH)$&nbsp;</a> 他们以为到终点了，其实这才刚开始。","text":"$上证指数(000001.SH)$ 他们以为到终点了，其实这才刚开始。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358068668153968","isVote":1,"tweetType":1,"viewCount":738,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":351192504746152,"gmtCreate":1726762735135,"gmtModify":1726762737011,"author":{"id":"4161428823528190","authorId":"4161428823528190","name":"多情的才子","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4161428823528190","authorIdStr":"4161428823528190"},"themes":[],"htmlText":"就问你一句，英伟达的阉割版GPU香吗？","listText":"就问你一句，英伟达的阉割版GPU香吗？","text":"就问你一句，英伟达的阉割版GPU香吗？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/351192504746152","repostId":"2468659708","repostType":2,"isVote":1,"tweetType":1,"viewCount":686,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":341605676134704,"gmtCreate":1724420515625,"gmtModify":1724423151694,"author":{"id":"4161428823528190","authorId":"4161428823528190","name":"多情的才子","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4161428823528190","authorIdStr":"4161428823528190"},"themes":[],"htmlText":"一夜回到解放前。","listText":"一夜回到解放前。","text":"一夜回到解放前。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/341605676134704","repostId":"2461859579","repostType":2,"repost":{"id":"2461859579","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":1724416986,"share":"https://www.laohu8.com/m/news/2461859579?lang=&edition=full","pubTime":"2024-08-23 20:43","market":"us","language":"zh","title":"有家保险盘前“跳水”，本月已暴涨近400%","url":"https://stock-news.laohu8.com/highlight/detail?id=2461859579","media":"老虎资讯综合","summary":"自3月上市以来的累计涨幅为538%。","content":"<html><head></head><body><p>周五，数字保险服务提供商<a href=\"https://laohu8.com/S/UBXG\">有家保险</a>在盘前交易中大幅跳水，截至发稿跌幅超84%。该股在8月内飙升近400%，并创下历史新高。截至周四收盘，该股自3月上市以来的累计涨幅为538%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a7f4c921868a4c13abf984cb0a89a74\" tg-height=\"637\" tg-width=\"1406\" title=\"\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/384c6014fc373c8e83d4d10848efcdc3\" tg-height=\"240\" tg-width=\"560\" title=\"\"/></p><p>公开资料显示，有家保险是一家为保险公司和保险经纪等提供增值服务的人工智能技术企业，业务主要包括提供以下三种服务/产品：i) 数字推广服务，ii) 风险评估服务，以及 iii) 增值捆绑收益。</p><p style=\"text-align: justify;\">有家保险帮助公司的机构客户在各种社交媒体平台上获得知名度，并根据消费者的点击、观看或客户通过这些渠道的促销时间来产生收入。有家保险还开发了一种独特的算法，并将其命名为“魔镜”，用于计算保险公司承保汽车保险的赔付风险。</p><p style=\"text-align: justify;\">目前，有家保险的客户群包括全国300多家市级财产和汽车保险公司，此外还有约20万家保险经纪人每天使用公司的产品和服务开展业务。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta content=\"text/html; charset=utf-8\" http-equiv=\"Content-Type\"/>\n<meta content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\" name=\"viewport\"/>\n<meta content=\"telephone=no,email=no,address=no\" name=\"format-detection\"/>\n<title>有家保险盘前“跳水”，本月已暴涨近400%</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有家保险盘前“跳水”，本月已暴涨近400%\n</h2>\n<h4 class=\"meta\">\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2024-08-23 20:43</p>\n</div>\n</a>\n</h4>\n</header>\n<article>\n<p>周五，数字保险服务提供商<a href=\"https://laohu8.com/S/UBXG\">有家保险</a>在盘前交易中大幅跳水，截至发稿跌幅超84%。该股在8月内飙升近400%，并创下历史新高。截至周四收盘，该股自3月上市以来的累计涨幅为538%。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6a7f4c921868a4c13abf984cb0a89a74\" tg-height=\"637\" tg-width=\"1406\" title=\"\"/></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/384c6014fc373c8e83d4d10848efcdc3\" tg-height=\"240\" tg-width=\"560\" title=\"\"/></p><p>公开资料显示，有家保险是一家为保险公司和保险经纪等提供增值服务的人工智能技术企业，业务主要包括提供以下三种服务/产品：i) 数字推广服务，ii) 风险评估服务，以及 iii) 增值捆绑收益。</p><p style=\"text-align: justify;\">有家保险帮助公司的机构客户在各种社交媒体平台上获得知名度，并根据消费者的点击、观看或客户通过这些渠道的促销时间来产生收入。有家保险还开发了一种独特的算法，并将其命名为“魔镜”，用于计算保险公司承保汽车保险的赔付风险。</p><p style=\"text-align: justify;\">目前，有家保险的客户群包括全国300多家市级财产和汽车保险公司，此外还有约20万家保险经纪人每天使用公司的产品和服务开展业务。</p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6f60ab1341f0cf05cddc9581698b0e08","relate_stocks":{"UBXG":"有家保险"},"source_url":"https://www.163.com/dy/article/JAA8IGBQ05198CJN.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2461859579","content_text":"周五，数字保险服务提供商有家保险在盘前交易中大幅跳水，截至发稿跌幅超84%。该股在8月内飙升近400%，并创下历史新高。截至周四收盘，该股自3月上市以来的累计涨幅为538%。公开资料显示，有家保险是一家为保险公司和保险经纪等提供增值服务的人工智能技术企业，业务主要包括提供以下三种服务/产品：i) 数字推广服务，ii) 风险评估服务，以及 iii) 增值捆绑收益。有家保险帮助公司的机构客户在各种社交媒体平台上获得知名度，并根据消费者的点击、观看或客户通过这些渠道的促销时间来产生收入。有家保险还开发了一种独特的算法，并将其命名为“魔镜”，用于计算保险公司承保汽车保险的赔付风险。目前，有家保险的客户群包括全国300多家市级财产和汽车保险公司，此外还有约20万家保险经纪人每天使用公司的产品和服务开展业务。","news_type":1},"isVote":1,"tweetType":1,"viewCount":742,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":340649958957408,"gmtCreate":1724208591818,"gmtModify":1724208822755,"author":{"id":"4161428823528190","authorId":"4161428823528190","name":"多情的才子","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4161428823528190","authorIdStr":"4161428823528190"},"themes":[],"htmlText":"今年，能上一百六七就差不多了，至于那些说的两百几百的，就别来意淫了。","listText":"今年，能上一百六七就差不多了，至于那些说的两百几百的，就别来意淫了。","text":"今年，能上一百六七就差不多了，至于那些说的两百几百的，就别来意淫了。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/340649958957408","isVote":1,"tweetType":1,"viewCount":895,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":336623476318480,"gmtCreate":1723192170555,"gmtModify":1723192938354,"author":{"id":"4161428823528190","authorId":"4161428823528190","name":"多情的才子","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4161428823528190","authorIdStr":"4161428823528190"},"themes":[],"htmlText":"真恶心，是个公司就来蹭热度，然后又辟谣。","listText":"真恶心，是个公司就来蹭热度，然后又辟谣。","text":"真恶心，是个公司就来蹭热度，然后又辟谣。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/336623476318480","repostId":"2458303305","repostType":2,"isVote":1,"tweetType":1,"viewCount":759,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}