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jack yang
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IP属地:浙江
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jack yang
12-03
英伟达不仅市值第一,成长率也第一,苹果目前无法比。等过几年说不定ai概念往小规模或低功率发展了,苹果就有机会了
jack yang
11-28
华尔街这帮跳梁小丑,昨天强行拉低吸引大量空头,今天就放这样的消息,空多通吃啊
英伟达股价明年初或飙升近30%!花旗点破下一个催化剂
jack yang
11-07
$英伟达(NVDA)$
难道只有我觉得nvida这次财报不及预期吗 [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶]
jack yang
10-17
$特斯拉(TSLA)$
fsd在中国遇到麻烦了,至少是限制其发展速度
jack yang
12-03
如果消息属实,nivdia不是应该大跌吗?但是这个是上周五的消息
消息称英伟达GB200芯片量产时间推迟,微软削减40%订单
jack yang
11-16
$特斯拉(TSLA)$
爆料!马斯克或遭调查。马斯克和川普的矛盾慢慢开始显现,如果这个消息做实,特斯拉跌倒250以下
jack yang
10-22
老贝是觉得中国经济还将继续下行,消费再降级吗
贝莱德大幅增持拼多多,持股比例升至9.5%
jack yang
10-10
高盛这种墙头草
高盛:中国是必须要配置的资产,我们一定要大搞特搞
jack yang
10-21
$NVDA 20241025 134.0 CALL$
赞一个
jack yang
10-21
说得非常好
如此卖命支持特朗普,马斯克究竟想要什么回报?
jack yang
11-07
$特斯拉(TSLA)$
实在忍不住了,我要做空了
jack yang
10-11
商业化远落后百度
特斯拉Cybercab正式亮相!成本低于3万美元,将于2026年投产
jack yang
09-26
$拼多多(PDD)$
队长,我还没上车,怎么发车连招呼都没打
jack yang
12-03
$英伟达(NVDA)$
网上消息GB200在12月可正常发货,随着事件一步步确认股价会随之涨,反之就大跌
jack yang
11-16
$特斯拉 CALENDAR 241206/241115 PUT 315.0/PUT 315.0$
做个日历价差,稳稳当当
jack yang
10-24
$特斯拉(TSLA)$
错过了
jack yang
09-26
他们和好一起干拼多多
阿里京东互相开放:京东物流进淘宝,支付宝进京东
jack yang
09-26
队长,我还没上车,别丢下我
jack yang
12-18
$英伟达(NVDA)$
给个机会,我等着120all in。都怪马斯克被审查了
jack yang
12-13
据说,国外的店铺不能卖5090给中国人。如果是真的,那真过分了
英伟达中国: 断供传闻不实,中国是重要市场
去老虎APP查看更多动态
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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英伟达中国: 断供传闻不实,中国是重要市场\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\">2024-12-12 18:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>12月12日消息,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>中国官方<a href=\"https://laohu8.com/S/WB\">微博</a>发声明,称近日社交媒体上传英伟达断供中国为不实传闻。公司表示,中国是NVIDIA重要的市场,未来将持续为中国客户提供高质量服务。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c09b908585c2d947dcb7c580bcca1cc\" tg-width=\"753\" tg-height=\"568\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","BK4567":"ESG概念","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) 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yang","avatar":"https://static.tigerbbs.com/30a004370314d233be0e7035a3a419ff","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4187352046253712","authorIdStr":"4187352046253712"},"themes":[],"htmlText":"英伟达不仅市值第一,成长率也第一,苹果目前无法比。等过几年说不定ai概念往小规模或低功率发展了,苹果就有机会了","listText":"英伟达不仅市值第一,成长率也第一,苹果目前无法比。等过几年说不定ai概念往小规模或低功率发展了,苹果就有机会了","text":"英伟达不仅市值第一,成长率也第一,苹果目前无法比。等过几年说不定ai概念往小规模或低功率发展了,苹果就有机会了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377657031881064","isVote":1,"tweetType":1,"viewCount":728,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377573423620336,"gmtCreate":1733209636896,"gmtModify":1733209638689,"author":{"id":"4187352046253712","authorId":"4187352046253712","name":"jack yang","avatar":"https://static.tigerbbs.com/30a004370314d233be0e7035a3a419ff","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4187352046253712","authorIdStr":"4187352046253712"},"themes":[],"htmlText":"消息说,gb200量产遇到问题,确定nivdia不会跌破130吗","listText":"消息说,gb200量产遇到问题,确定nivdia不会跌破130吗","text":"消息说,gb200量产遇到问题,确定nivdia不会跌破130吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377573423620336","repostId":"1139311118","repostType":4,"repost":{"id":"1139311118","kind":"news","weMediaInfo":{"introduction":"期权策略分享","home_visible":1,"media_name":"期权女巫","id":"1020040791","head_image":"https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89"},"pubTimestamp":1733207987,"share":"https://www.laohu8.com/m/news/1139311118?lang=&edition=full","pubTime":"2024-12-03 14:39","market":"us","language":"zh","title":"期权女巫 | 抓住良机!Nvidia股价自高位回调,Sell Put赚取高收益","url":"https://stock-news.laohu8.com/highlight/detail?id=1139311118","media":"期权女巫","summary":"$英伟达$ 的股票价格从近期的高点回落,导致看跌期权的溢价下降。NVDA 的股价在 12月2日星期一收盘时为 138.63 美元,较 11 月 7 日的最高点 148.88 美元有所下跌。那时正好是在 Nvidia 11 月 20 日发布财务第三季度业绩之前。这样,他们可以在等待 Nvidia 股票最终涨到目标价的同时,赚取额外的收入。此外,即使投资者因做空看跌期权被行权购买了 100 股,根据此前的预估,NVDA 的目标股价为 179 美元,仍有可能带来近30% 的上涨潜力。","content":"<html><head></head><body><p> <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 的股票价格从近期的高点回落,导致看跌期权的溢价下降。不过,对于做空者来说,近期到期的、执行价格远低于当前股价的看跌期权依然能提供有吸引力的收益。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/89126cefb43649565dcb29b0eeb728b6\" tg-width=\"560\" tg-height=\"240\"/></p><p>NVDA 的股价在 12月2日星期一收盘时为 138.63 美元,较 11 月 7 日的最高点 148.88 美元有所下跌。那时正好是在 Nvidia 11 月 20 日发布财务第三季度业绩之前。</p><p>Barchart此前 文章《基于强劲的自由现金流(FCF)利润率,NVDA 股票对价值投资者来说看起来很便宜》中讨论了这些财务结果。并依据其强大的自由现金流和自由现金流利润率分析了 NVDA 股票可能在未来 12 个月内达到每股 179 美元。</p><p><strong>做空 OTM 看跌期权</strong></p><p>投资者可能希望利用当前股价下跌的机会,卖出远低于当前股价的看跌期权(OTM 看跌期权)。这样,他们可以在等待 Nvidia 股票最终涨到目标价的同时,赚取额外的收入。而且,这也是设定较低买入价格的一种有纪律的方式。</p><p>例如,看看 2024 年 12 月 27 日到期的,执行价格为 132.00 美元的看跌期权,其买方溢价为 2.58 美元。这意味着做空该看跌期权的即时收益率为 2.0%(即 2.58 美元 ÷ 132.00 美元 = 0.01954)。<a href=\"https://ttm.financial/OPT/NVDA 20241227 132.0 PUT\" title=\"$NVDA 20241227 132.0 PUT$ \" class=\"immutable-element\">$NVDA 20241227 132.0 PUT$ </a></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/873838e7fd805964cffc79b917729e32\" tg-width=\"1179\" tg-height=\"1347\"/></p><p>只要 NVDA 股价保持在 132 美元以上,就不会将 13,200 美元的保证金用于购买 100 股。因此,投资者在接下来的四周内可以获得相当不错的收益率(2.0%)。</p><p><strong>下行风险</strong></p><p>此外,做空 OTM 看跌期权还可以帮助投资者设定一个较低的买入价格目标,并且具有较低的盈亏平衡点。例如,收到 2.58 美元后,投资者的盈亏平衡点将比今天的交易价格低 6.4%:</p><ul style=\"\"><li><p>132 - 2.58 = 129.42 美元盈亏平衡点</p></li><li><p>129.42/ 138.63(当前股价)- 1 = -0.06644,即低于当前股价6.6%</p></li></ul><p>这提供了非常好的下行保护,如果股价跌到 130 美元或更低,投资者在期权被行权后,可以减少未实现的亏损。下面是一个例子。</p><p>此外,即使投资者因做空看跌期权被行权购买了 100 股,根据此前的预估,NVDA 的目标股价为 179 美元,仍有可能带来近30% 的上涨潜力。这表明,在接近到期的期权中持续做空 OTM 看跌期权,并持有 NVDA 股票,依然是一个非常值得长期投资的策略。</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>期权女巫 | 抓住良机!Nvidia股价自高位回调,Sell Put赚取高收益</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期权女巫 | 抓住良机!Nvidia股价自高位回调,Sell Put赚取高收益\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1020040791\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/7471350466f20d36ee3112d77c72cd89);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">期权女巫 </p>\n<p class=\"h-time\">2024-12-03 14:39</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p> <a href=\"https://laohu8.com/S/NVDA\">英伟达</a> 的股票价格从近期的高点回落,导致看跌期权的溢价下降。不过,对于做空者来说,近期到期的、执行价格远低于当前股价的看跌期权依然能提供有吸引力的收益。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/89126cefb43649565dcb29b0eeb728b6\" tg-width=\"560\" tg-height=\"240\"/></p><p>NVDA 的股价在 12月2日星期一收盘时为 138.63 美元,较 11 月 7 日的最高点 148.88 美元有所下跌。那时正好是在 Nvidia 11 月 20 日发布财务第三季度业绩之前。</p><p>Barchart此前 文章《基于强劲的自由现金流(FCF)利润率,NVDA 股票对价值投资者来说看起来很便宜》中讨论了这些财务结果。并依据其强大的自由现金流和自由现金流利润率分析了 NVDA 股票可能在未来 12 个月内达到每股 179 美元。</p><p><strong>做空 OTM 看跌期权</strong></p><p>投资者可能希望利用当前股价下跌的机会,卖出远低于当前股价的看跌期权(OTM 看跌期权)。这样,他们可以在等待 Nvidia 股票最终涨到目标价的同时,赚取额外的收入。而且,这也是设定较低买入价格的一种有纪律的方式。</p><p>例如,看看 2024 年 12 月 27 日到期的,执行价格为 132.00 美元的看跌期权,其买方溢价为 2.58 美元。这意味着做空该看跌期权的即时收益率为 2.0%(即 2.58 美元 ÷ 132.00 美元 = 0.01954)。<a href=\"https://ttm.financial/OPT/NVDA 20241227 132.0 PUT\" title=\"$NVDA 20241227 132.0 PUT$ \" class=\"immutable-element\">$NVDA 20241227 132.0 PUT$ </a></p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/873838e7fd805964cffc79b917729e32\" tg-width=\"1179\" tg-height=\"1347\"/></p><p>只要 NVDA 股价保持在 132 美元以上,就不会将 13,200 美元的保证金用于购买 100 股。因此,投资者在接下来的四周内可以获得相当不错的收益率(2.0%)。</p><p><strong>下行风险</strong></p><p>此外,做空 OTM 看跌期权还可以帮助投资者设定一个较低的买入价格目标,并且具有较低的盈亏平衡点。例如,收到 2.58 美元后,投资者的盈亏平衡点将比今天的交易价格低 6.4%:</p><ul style=\"\"><li><p>132 - 2.58 = 129.42 美元盈亏平衡点</p></li><li><p>129.42/ 138.63(当前股价)- 1 = -0.06644,即低于当前股价6.6%</p></li></ul><p>这提供了非常好的下行保护,如果股价跌到 130 美元或更低,投资者在期权被行权后,可以减少未实现的亏损。下面是一个例子。</p><p>此外,即使投资者因做空看跌期权被行权购买了 100 股,根据此前的预估,NVDA 的目标股价为 179 美元,仍有可能带来近30% 的上涨潜力。这表明,在接近到期的期权中持续做空 OTM 看跌期权,并持有 NVDA 股票,依然是一个非常值得长期投资的策略。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/92a41d20711c9fa4b2aa3cc62ea62948","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1139311118","content_text":"英伟达 的股票价格从近期的高点回落,导致看跌期权的溢价下降。不过,对于做空者来说,近期到期的、执行价格远低于当前股价的看跌期权依然能提供有吸引力的收益。NVDA 的股价在 12月2日星期一收盘时为 138.63 美元,较 11 月 7 日的最高点 148.88 美元有所下跌。那时正好是在 Nvidia 11 月 20 日发布财务第三季度业绩之前。Barchart此前 文章《基于强劲的自由现金流(FCF)利润率,NVDA 股票对价值投资者来说看起来很便宜》中讨论了这些财务结果。并依据其强大的自由现金流和自由现金流利润率分析了 NVDA 股票可能在未来 12 个月内达到每股 179 美元。做空 OTM 看跌期权投资者可能希望利用当前股价下跌的机会,卖出远低于当前股价的看跌期权(OTM 看跌期权)。这样,他们可以在等待 Nvidia 股票最终涨到目标价的同时,赚取额外的收入。而且,这也是设定较低买入价格的一种有纪律的方式。例如,看看 2024 年 12 月 27 日到期的,执行价格为 132.00 美元的看跌期权,其买方溢价为 2.58 美元。这意味着做空该看跌期权的即时收益率为 2.0%(即 2.58 美元 ÷ 132.00 美元 = 0.01954)。$NVDA 20241227 132.0 PUT$ 只要 NVDA 股价保持在 132 美元以上,就不会将 13,200 美元的保证金用于购买 100 股。因此,投资者在接下来的四周内可以获得相当不错的收益率(2.0%)。下行风险此外,做空 OTM 看跌期权还可以帮助投资者设定一个较低的买入价格目标,并且具有较低的盈亏平衡点。例如,收到 2.58 美元后,投资者的盈亏平衡点将比今天的交易价格低 6.4%:132 - 2.58 = 129.42 美元盈亏平衡点129.42/ 138.63(当前股价)- 1 = -0.06644,即低于当前股价6.6%这提供了非常好的下行保护,如果股价跌到 130 美元或更低,投资者在期权被行权后,可以减少未实现的亏损。下面是一个例子。此外,即使投资者因做空看跌期权被行权购买了 100 股,根据此前的预估,NVDA 的目标股价为 179 美元,仍有可能带来近30% 的上涨潜力。这表明,在接近到期的期权中持续做空 OTM 看跌期权,并持有 NVDA 股票,依然是一个非常值得长期投资的策略。","news_type":1},"isVote":1,"tweetType":1,"viewCount":104,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377524033061256,"gmtCreate":1733208078929,"gmtModify":1733208080882,"author":{"id":"4187352046253712","authorId":"4187352046253712","name":"jack yang","avatar":"https://static.tigerbbs.com/30a004370314d233be0e7035a3a419ff","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4187352046253712","authorIdStr":"4187352046253712"},"themes":[],"htmlText":"如果消息属实,nivdia不是应该大跌吗?但是这个是上周五的消息","listText":"如果消息属实,nivdia不是应该大跌吗?但是这个是上周五的消息","text":"如果消息属实,nivdia不是应该大跌吗?但是这个是上周五的消息","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/377524033061256","repostId":"1111170527","repostType":2,"repost":{"id":"1111170527","kind":"news","pubTimestamp":1733194825,"share":"https://www.laohu8.com/m/news/1111170527?lang=&edition=full","pubTime":"2024-12-03 11:00","market":"us","language":"zh","title":"消息称英伟达GB200芯片量产时间推迟,微软削减40%订单","url":"https://stock-news.laohu8.com/highlight/detail?id=1111170527","media":"IT之家","summary":"GB200 是 Blackwell GPU 架构的一部分。","content":"<html><head></head><body><p>据台媒工商时报报道,<strong>市场传出英伟达下一代 Blackwell 架构芯片 GB200 的量产计划再度遭遇技术瓶颈,而微软将削减订单。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d81637ff7d312bfcf511a4d3732b3bcd\" title=\"\" tg-width=\"600\" tg-height=\"338\"/></p><p style=\"text-align: justify;\">供应链透露,这次出现问题的是背板连接设计,<strong>因美国供应商的 Cartridge 连接器测试良率不佳,量产时间恐再推迟至 2025 年 3 月</strong>。英伟达正积极寻找替代者,不过碍于专利障碍及产能爬坡等问题,恐怕需要一段时间才能解决。</p><p style=\"text-align: justify;\">英伟达 GB200 采用台积电最先进的 CoWoS-L 先进封装技术,并整合高度复杂机柜设计。然而因设计复杂命运多舛,量产时间几经延迟。英伟达日前法说会上指出,Blackwell 生产已全面启动,但现在情况是供应不足,将携手合作伙伴克服。</p><p style=\"text-align: justify;\">报道称,供应链查访显示,微软已开出第一枪,将订单削减了 40%,部分转单至明年中推出的 GB300。</p><p style=\"text-align: justify;\">据了解,GB200 是英伟达 Blackwell GPU 架构的一部分,其性能最高可达前代 H100 GPU 的五倍,尤其是在人工智能方面。GB200 旨在处理大规模机器学习模型,例如用于大型语言模型(LLM)的人工智能训练。不过其功耗相当高,根据冷却配置的不同,需要 700W 到 1200W 的功率。而英伟达的 GB300 将采用全液冷系统,并且还将采用插槽式设计,便于 GPU 的安装和拆卸,与目前的焊接设计不同。</p></body></html>","source":"ithome","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>消息称英伟达GB200芯片量产时间推迟,微软削减40%订单</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消息称英伟达GB200芯片量产时间推迟,微软削减40%订单\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-03 11:00 北京时间 <a href=https://www.ithome.com/0/814/929.htm><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据台媒工商时报报道,市场传出英伟达下一代 Blackwell 架构芯片 GB200 的量产计划再度遭遇技术瓶颈,而微软将削减订单。供应链透露,这次出现问题的是背板连接设计,因美国供应商的 Cartridge 连接器测试良率不佳,量产时间恐再推迟至 2025 年 3 月。英伟达正积极寻找替代者,不过碍于专利障碍及产能爬坡等问题,恐怕需要一段时间才能解决。英伟达 GB200 采用台积电最先进的 ...</p>\n\n<a href=\"https://www.ithome.com/0/814/929.htm\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b2ecc643d29637153359008308b86ea","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.ithome.com/0/814/929.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111170527","content_text":"据台媒工商时报报道,市场传出英伟达下一代 Blackwell 架构芯片 GB200 的量产计划再度遭遇技术瓶颈,而微软将削减订单。供应链透露,这次出现问题的是背板连接设计,因美国供应商的 Cartridge 连接器测试良率不佳,量产时间恐再推迟至 2025 年 3 月。英伟达正积极寻找替代者,不过碍于专利障碍及产能爬坡等问题,恐怕需要一段时间才能解决。英伟达 GB200 采用台积电最先进的 CoWoS-L 先进封装技术,并整合高度复杂机柜设计。然而因设计复杂命运多舛,量产时间几经延迟。英伟达日前法说会上指出,Blackwell 生产已全面启动,但现在情况是供应不足,将携手合作伙伴克服。报道称,供应链查访显示,微软已开出第一枪,将订单削减了 40%,部分转单至明年中推出的 GB300。据了解,GB200 是英伟达 Blackwell GPU 架构的一部分,其性能最高可达前代 H100 GPU 的五倍,尤其是在人工智能方面。GB200 旨在处理大规模机器学习模型,例如用于大型语言模型(LLM)的人工智能训练。不过其功耗相当高,根据冷却配置的不同,需要 700W 到 1200W 的功率。而英伟达的 GB300 将采用全液冷系统,并且还将采用插槽式设计,便于 GPU 的安装和拆卸,与目前的焊接设计不同。","news_type":1},"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3469372831917760","authorId":"3469372831917760","name":"纵浪","avatar":"https://static.tigerbbs.com/1b6902f682eaf570beb111e60253ffa6","crmLevel":3,"crmLevelSwitch":1,"idStr":"3469372831917760","authorIdStr":"3469372831917760"},"content":"也是NVD被套了吧","text":"也是NVD被套了吧","html":"也是NVD被套了吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377468073734568,"gmtCreate":1733194419551,"gmtModify":1733194421315,"author":{"id":"4187352046253712","authorId":"4187352046253712","name":"jack yang","avatar":"https://static.tigerbbs.com/30a004370314d233be0e7035a3a419ff","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4187352046253712","authorIdStr":"4187352046253712"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 网上消息GB200在12月可正常发货,随着事件一步步确认股价会随之涨,反之就大跌","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 网上消息GB200在12月可正常发货,随着事件一步步确认股价会随之涨,反之就大跌","text":"$英伟达(NVDA)$ 网上消息GB200在12月可正常发货,随着事件一步步确认股价会随之涨,反之就大跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377468073734568","isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":375839852990864,"gmtCreate":1732762953947,"gmtModify":1732762956172,"author":{"id":"4187352046253712","authorId":"4187352046253712","name":"jack yang","avatar":"https://static.tigerbbs.com/30a004370314d233be0e7035a3a419ff","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4187352046253712","authorIdStr":"4187352046253712"},"themes":[],"htmlText":"华尔街这帮跳梁小丑,昨天强行拉低吸引大量空头,今天就放这样的消息,空多通吃啊","listText":"华尔街这帮跳梁小丑,昨天强行拉低吸引大量空头,今天就放这样的消息,空多通吃啊","text":"华尔街这帮跳梁小丑,昨天强行拉低吸引大量空头,今天就放这样的消息,空多通吃啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375839852990864","repostId":"1162290649","repostType":4,"repost":{"id":"1162290649","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":1732759200,"share":"https://www.laohu8.com/m/news/1162290649?lang=&edition=full","pubTime":"2024-11-28 10:00","market":"us","language":"zh","title":"英伟达股价明年初或飙升近30%!花旗点破下一个催化剂","url":"https://stock-news.laohu8.com/highlight/detail?id=1162290649","media":"老虎资讯综合","summary":"花旗分析师将英伟达列入未来90天内的“积极催化剂观察名单”;随着首席执行官黄仁勋准备在CES 2025上发表开幕主题演讲,英伟达的股价可能上涨27%;英伟达的GPU芯片对于AI工作负载和人形机器人而言至关重要;花旗分析师在最近的一份报告中将$英伟达$列入未来90天内的“积极催化剂观察名单”。随着英伟达的人工智能GPU芯片受到热捧,该公司股价今年迄今已飙升176% 。","content":"<html><head></head><body><ul style=\"\"><li><p>花旗分析师将英伟达列入未来90天内的“积极催化剂观察名单”;</p></li><li><p>随着首席执行官黄仁勋准备在CES 2025上发表开幕主题演讲,英伟达的股价可能上涨27%;</p></li><li><p>英伟达的GPU芯片对于AI工作负载和人形机器人而言至关重要;</p></li></ul><p>花旗分析师在最近的一份报告中将<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>列入未来90天内的“积极催化剂观察名单”。</p><p>该公司表示,随着创始人兼首席执行官黄仁勋为2025年国际消费电子展(CES 2025)上的重大主题演讲做准备,这家芯片巨头的股价到2025年初可能会飙升27%,达到其175美元的目标价。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5aeeb1a1c9b7b38b7489e74ea23c279a\" tg-width=\"560\" tg-height=\"240\"/></p><p>消费电子展将于1月7日至1月10日举行,黄仁勋将于1月6日下午6:30发表开幕主题演讲。花旗表示,演讲结束后将于1月7日举行面向金融分析师的问答环节。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b04e098b974ed7585fcc375660bd4219\" title=\"\" tg-width=\"700\" tg-height=\"525\"/></p><p>花旗分析师Atif Malik表示:“我们对1月份的CES展开了积极的观察,我们预计Blackwell的销售预期将走高,管理层将谈论由企业和机器人工业需求引发的推断。”</p><p>Malik表示,在CES活动上,随着英伟达加大下一代AI芯片的产量,该公司可能会进一步提高其Blackwell产品的销售预期。</p><p>此外,Malik预计,英伟达管理层将告诉分析师,其利润率可能会在4月份触底,随后逐渐走高,并讨论人工智能机器人在仓库、制造业甚至人形机器人方面的“推理主导的拐点”。</p><p>近年来,包括特斯拉、Figure.AI和波士顿动力在内的公司一直在竞相开发人形机器人,而英伟达的GPU芯片在这些设备中占据了中心位置。</p><p>在2024年3月英伟达的年度GTC大会上,黄仁勋在舞台上展示了9个不同的人形机器人,这些机器人部分由英伟达的芯片驱动。</p><p>在英伟达上周发布第三季度财报后,花旗将英伟达股票评级为“买入”,并将其目标价从170美元上调至175美元。</p><p>随着英伟达的人工智能GPU芯片受到热捧,该公司股价今年迄今已飙升176% 。</p><p><em>本文编译自 BUSINESS INSIDER 《https://markets.businessinsider.com/news/stocks/nvidia-stock-price-positive-catalyst-watch-january-2025-ces-event-2024-11》</em></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\" 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}\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英伟达股价明年初或飙升近30%!花旗点破下一个催化剂\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\">2024-11-28 10:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>花旗分析师将英伟达列入未来90天内的“积极催化剂观察名单”;</p></li><li><p>随着首席执行官黄仁勋准备在CES 2025上发表开幕主题演讲,英伟达的股价可能上涨27%;</p></li><li><p>英伟达的GPU芯片对于AI工作负载和人形机器人而言至关重要;</p></li></ul><p>花旗分析师在最近的一份报告中将<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>列入未来90天内的“积极催化剂观察名单”。</p><p>该公司表示,随着创始人兼首席执行官黄仁勋为2025年国际消费电子展(CES 2025)上的重大主题演讲做准备,这家芯片巨头的股价到2025年初可能会飙升27%,达到其175美元的目标价。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5aeeb1a1c9b7b38b7489e74ea23c279a\" tg-width=\"560\" tg-height=\"240\"/></p><p>消费电子展将于1月7日至1月10日举行,黄仁勋将于1月6日下午6:30发表开幕主题演讲。花旗表示,演讲结束后将于1月7日举行面向金融分析师的问答环节。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b04e098b974ed7585fcc375660bd4219\" title=\"\" tg-width=\"700\" tg-height=\"525\"/></p><p>花旗分析师Atif Malik表示:“我们对1月份的CES展开了积极的观察,我们预计Blackwell的销售预期将走高,管理层将谈论由企业和机器人工业需求引发的推断。”</p><p>Malik表示,在CES活动上,随着英伟达加大下一代AI芯片的产量,该公司可能会进一步提高其Blackwell产品的销售预期。</p><p>此外,Malik预计,英伟达管理层将告诉分析师,其利润率可能会在4月份触底,随后逐渐走高,并讨论人工智能机器人在仓库、制造业甚至人形机器人方面的“推理主导的拐点”。</p><p>近年来,包括特斯拉、Figure.AI和波士顿动力在内的公司一直在竞相开发人形机器人,而英伟达的GPU芯片在这些设备中占据了中心位置。</p><p>在2024年3月英伟达的年度GTC大会上,黄仁勋在舞台上展示了9个不同的人形机器人,这些机器人部分由英伟达的芯片驱动。</p><p>在英伟达上周发布第三季度财报后,花旗将英伟达股票评级为“买入”,并将其目标价从170美元上调至175美元。</p><p>随着英伟达的人工智能GPU芯片受到热捧,该公司股价今年迄今已飙升176% 。</p><p><em>本文编译自 BUSINESS INSIDER 《https://markets.businessinsider.com/news/stocks/nvidia-stock-price-positive-catalyst-watch-january-2025-ces-event-2024-11》</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/581788611f0388c8a4de3c2a2dbc7a09","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162290649","content_text":"花旗分析师将英伟达列入未来90天内的“积极催化剂观察名单”;随着首席执行官黄仁勋准备在CES 2025上发表开幕主题演讲,英伟达的股价可能上涨27%;英伟达的GPU芯片对于AI工作负载和人形机器人而言至关重要;花旗分析师在最近的一份报告中将英伟达列入未来90天内的“积极催化剂观察名单”。该公司表示,随着创始人兼首席执行官黄仁勋为2025年国际消费电子展(CES 2025)上的重大主题演讲做准备,这家芯片巨头的股价到2025年初可能会飙升27%,达到其175美元的目标价。消费电子展将于1月7日至1月10日举行,黄仁勋将于1月6日下午6:30发表开幕主题演讲。花旗表示,演讲结束后将于1月7日举行面向金融分析师的问答环节。花旗分析师Atif 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yang","avatar":"https://static.tigerbbs.com/30a004370314d233be0e7035a3a419ff","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4187352046253712","authorIdStr":"4187352046253712"},"themes":[],"htmlText":"理论上是好的","listText":"理论上是好的","text":"理论上是好的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/372273260269760","repostId":"1152243894","repostType":2,"repost":{"id":"1152243894","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":1731895959,"share":"https://www.laohu8.com/m/news/1152243894?lang=&edition=full","pubTime":"2024-11-18 10:12","market":"us","language":"zh","title":"证监会主席吴清:加快推动新一轮全面深化资本市场改革开放","url":"https://stock-news.laohu8.com/highlight/detail?id=1152243894","media":"老虎资讯综合","summary":"11月18日,证监会主席吴清在香港交易所互联互通十周年高峰论坛致辞时表示,证监会正加快推动新一轮全面深化资本市场改革开放,在市场开放、跨境投融资便利化等方面,将推出更多务实的举措。吴清还表示,中国证监会将始终坚持市场化、法治化、国际化的方向,为国际投资者投资中国市场创造更好的环境。中国证监会将和香港监管机构紧密合作,共同推动两地资本市场互利共赢协同发展。","content":"<html><head></head><body><p>11月18日,证监会主席吴清在香港交易所互联互通十周年高峰论坛致辞时表示,证监会正加快推动新一轮全面深化资本市场改革开放,在市场开放、跨境投融资便利化等方面,将推出更多务实的举措。</p><p>吴清还表示,中国证监会将始终坚持市场化、法治化、国际化的方向,为国际投资者投资中国市场创造更好的环境。中国证监会将和香港监管机构紧密合作,共同推动两地资本市场互利共赢协同发展。</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>证监会主席吴清:加快推动新一轮全面深化资本市场改革开放</title>\n<style 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10:12</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>11月18日,证监会主席吴清在香港交易所互联互通十周年高峰论坛致辞时表示,证监会正加快推动新一轮全面深化资本市场改革开放,在市场开放、跨境投融资便利化等方面,将推出更多务实的举措。</p><p>吴清还表示,中国证监会将始终坚持市场化、法治化、国际化的方向,为国际投资者投资中国市场创造更好的环境。中国证监会将和香港监管机构紧密合作,共同推动两地资本市场互利共赢协同发展。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93f970451ec154b1cc158a9c0a6a8192","relate_stocks":{},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152243894","content_text":"11月18日,证监会主席吴清在香港交易所互联互通十周年高峰论坛致辞时表示,证监会正加快推动新一轮全面深化资本市场改革开放,在市场开放、跨境投融资便利化等方面,将推出更多务实的举措。吴清还表示,中国证监会将始终坚持市场化、法治化、国际化的方向,为国际投资者投资中国市场创造更好的环境。中国证监会将和香港监管机构紧密合作,共同推动两地资本市场互利共赢协同发展。","news_type":1},"isVote":1,"tweetType":1,"viewCount":135,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":371697844387944,"gmtCreate":1731755576327,"gmtModify":1731755578437,"author":{"id":"4187352046253712","authorId":"4187352046253712","name":"jack 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错过了","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v> 错过了","text":"$特斯拉(TSLA)$ 错过了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363367268528360","isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":363058911649856,"gmtCreate":1729659917279,"gmtModify":1729659919660,"author":{"id":"4187352046253712","authorId":"4187352046253712","name":"jack 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22:06","market":"us","language":"zh","title":"贝莱德大幅增持拼多多,持股比例升至9.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1104826699","media":"老虎资讯综合","summary":"根据SEC于10月21日披露的文件,$贝莱德(BLK)$大幅增持了中国电商$拼多多(PDD)$,持股从24年Q2的约2900万股大幅增加至约1.32亿股。","content":"<html><head></head><body><p>10月22日,根据SEC于10月21日披露的文件,贝莱德(BlackRock)大幅增持了中国电商拼多多,持股从24年Q2的约2900万股(相当于总股本的2.1%)大幅增加至约1.32亿股(相总于总股比的9.5%)。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d279191c6843d81e8747de9967301e9\" title=\"\" tg-width=\"507\" tg-height=\"270\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cad887f163cde23f6820557ecd5af32e\" title=\"\" tg-width=\"896\" tg-height=\"357\"/></p><p style=\"text-align: justify;\">拼多多盘中涨幅扩大至逾8%,股价报135.22美元/股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/735c44ed4037329ad257c714d22c98a1\" title=\"\" 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>贝莱德大幅增持拼多多,持股比例升至9.5%</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; 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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贝莱德大幅增持拼多多,持股比例升至9.5%\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\">2024-10-22 22:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月22日,根据SEC于10月21日披露的文件,贝莱德(BlackRock)大幅增持了中国电商拼多多,持股从24年Q2的约2900万股(相当于总股本的2.1%)大幅增加至约1.32亿股(相总于总股比的9.5%)。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d279191c6843d81e8747de9967301e9\" title=\"\" tg-width=\"507\" tg-height=\"270\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cad887f163cde23f6820557ecd5af32e\" title=\"\" tg-width=\"896\" tg-height=\"357\"/></p><p style=\"text-align: justify;\">拼多多盘中涨幅扩大至逾8%,股价报135.22美元/股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/735c44ed4037329ad257c714d22c98a1\" title=\"\" 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/a2db5797ca32628002f32e69d5dea58b","relate_stocks":{"LU0370786039.SGD":"Fidelity Greater China A-SGD","LU0594300419.USD":"富达中国消费基金A","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU0051755006.USD":"摩根大通中国A (dist)","LU0329678337.USD":"FIDELITY EMERGING ASIA \"A\" (USD)","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00BGHQF748.EUR":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (EUR) ACC","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC","IE00BGHQF631.EUR":"GUINNESS GLOBAL EQUITY INCOME \"C\" (EUR) ACC","IE00BVYPNV92.GBP":"GUINNESS GLOBAL EQUITY INCOME \"C\" (GBP) ACC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc","IE00B3PB1722.GBP":"GUINNESS GLOBAL EQUITY INCOME \"C\" (GBP) INC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","IE00B42XCP33.USD":"GUINNESS GLOBAL EQUITY INCOME \"C\" (USD) INC","LU0731783394.SGD":"Fidelity Global Dividend A-MINCOME(G)-SGD","PDD":"拼多多","LU0633140727.USD":"AB EMERGING MARKETS MULTI ASSET PORTFOLIO \"AD\" (USD) INC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104826699","content_text":"10月22日,根据SEC于10月21日披露的文件,贝莱德(BlackRock)大幅增持了中国电商拼多多,持股从24年Q2的约2900万股(相当于总股本的2.1%)大幅增加至约1.32亿股(相总于总股比的9.5%)。拼多多盘中涨幅扩大至逾8%,股价报135.22美元/股。","news_type":1},"isVote":1,"tweetType":1,"viewCount":207,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362778755277080,"gmtCreate":1729610467004,"gmtModify":1729610469198,"author":{"id":"4187352046253712","authorId":"4187352046253712","name":"jack yang","avatar":"https://static.tigerbbs.com/30a004370314d233be0e7035a3a419ff","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4187352046253712","authorIdStr":"4187352046253712"},"themes":[],"htmlText":"老贝是觉得中国经济还将继续下行,消费再降级吗","listText":"老贝是觉得中国经济还将继续下行,消费再降级吗","text":"老贝是觉得中国经济还将继续下行,消费再降级吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/362778755277080","repostId":"1104826699","repostType":4,"repost":{"id":"1104826699","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":1729605991,"share":"https://www.laohu8.com/m/news/1104826699?lang=&edition=full","pubTime":"2024-10-22 22:06","market":"us","language":"zh","title":"贝莱德大幅增持拼多多,持股比例升至9.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1104826699","media":"老虎资讯综合","summary":"根据SEC于10月21日披露的文件,$贝莱德(BLK)$大幅增持了中国电商$拼多多(PDD)$,持股从24年Q2的约2900万股大幅增加至约1.32亿股。","content":"<html><head></head><body><p>10月22日,根据SEC于10月21日披露的文件,贝莱德(BlackRock)大幅增持了中国电商拼多多,持股从24年Q2的约2900万股(相当于总股本的2.1%)大幅增加至约1.32亿股(相总于总股比的9.5%)。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d279191c6843d81e8747de9967301e9\" title=\"\" tg-width=\"507\" tg-height=\"270\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cad887f163cde23f6820557ecd5af32e\" title=\"\" tg-width=\"896\" tg-height=\"357\"/></p><p style=\"text-align: justify;\">拼多多盘中涨幅扩大至逾8%,股价报135.22美元/股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/735c44ed4037329ad257c714d22c98a1\" title=\"\" 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>贝莱德大幅增持拼多多,持股比例升至9.5%</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; 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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贝莱德大幅增持拼多多,持股比例升至9.5%\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\">2024-10-22 22:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月22日,根据SEC于10月21日披露的文件,贝莱德(BlackRock)大幅增持了中国电商拼多多,持股从24年Q2的约2900万股(相当于总股本的2.1%)大幅增加至约1.32亿股(相总于总股比的9.5%)。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d279191c6843d81e8747de9967301e9\" title=\"\" tg-width=\"507\" tg-height=\"270\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cad887f163cde23f6820557ecd5af32e\" title=\"\" tg-width=\"896\" tg-height=\"357\"/></p><p style=\"text-align: justify;\">拼多多盘中涨幅扩大至逾8%,股价报135.22美元/股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/735c44ed4037329ad257c714d22c98a1\" title=\"\" 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/a2db5797ca32628002f32e69d5dea58b","relate_stocks":{"LU0370786039.SGD":"Fidelity Greater China A-SGD","LU0594300419.USD":"富达中国消费基金A","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU0051755006.USD":"摩根大通中国A (dist)","LU0329678337.USD":"FIDELITY EMERGING ASIA \"A\" (USD)","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00BGHQF748.EUR":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (EUR) ACC","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC","IE00BGHQF631.EUR":"GUINNESS GLOBAL EQUITY INCOME \"C\" (EUR) ACC","IE00BVYPNV92.GBP":"GUINNESS GLOBAL EQUITY INCOME \"C\" (GBP) ACC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc","IE00B3PB1722.GBP":"GUINNESS GLOBAL EQUITY INCOME \"C\" (GBP) INC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","IE00B42XCP33.USD":"GUINNESS GLOBAL EQUITY INCOME \"C\" (USD) INC","LU0731783394.SGD":"Fidelity Global Dividend A-MINCOME(G)-SGD","PDD":"拼多多","LU0633140727.USD":"AB EMERGING MARKETS MULTI ASSET PORTFOLIO \"AD\" (USD) INC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104826699","content_text":"10月22日,根据SEC于10月21日披露的文件,贝莱德(BlackRock)大幅增持了中国电商拼多多,持股从24年Q2的约2900万股(相当于总股本的2.1%)大幅增加至约1.32亿股(相总于总股比的9.5%)。拼多多盘中涨幅扩大至逾8%,股价报135.22美元/股。","news_type":1},"isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4166222108671732","authorId":"4166222108671732","name":"66嘿嘿","avatar":"https://static.tigerbbs.com/d17ee3414b48625175c4ace07835cc8a","crmLevel":1,"crmLevelSwitch":0,"idStr":"4166222108671732","authorIdStr":"4166222108671732"},"content":"消费降级反而利好拼多多","text":"消费降级反而利好拼多多","html":"消费降级反而利好拼多多"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362449123000336,"gmtCreate":1729517841529,"gmtModify":1729518206331,"author":{"id":"4187352046253712","authorId":"4187352046253712","name":"jack 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赞一个","images":[{"img":"https://static.tigerbbs.com/0c948390aa34a8576a8919aa036e1e04","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362449123000336","isVote":1,"tweetType":1,"viewCount":605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0}],"hots":[{"id":377657031881064,"gmtCreate":1733238004411,"gmtModify":1733238007371,"author":{"id":"4187352046253712","authorId":"4187352046253712","name":"jack 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yang","avatar":"https://static.tigerbbs.com/30a004370314d233be0e7035a3a419ff","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187352046253712","idStr":"4187352046253712"},"themes":[],"htmlText":"华尔街这帮跳梁小丑,昨天强行拉低吸引大量空头,今天就放这样的消息,空多通吃啊","listText":"华尔街这帮跳梁小丑,昨天强行拉低吸引大量空头,今天就放这样的消息,空多通吃啊","text":"华尔街这帮跳梁小丑,昨天强行拉低吸引大量空头,今天就放这样的消息,空多通吃啊","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/375839852990864","repostId":"1162290649","repostType":4,"repost":{"id":"1162290649","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":1732759200,"share":"https://www.laohu8.com/m/news/1162290649?lang=&edition=full","pubTime":"2024-11-28 10:00","market":"us","language":"zh","title":"英伟达股价明年初或飙升近30%!花旗点破下一个催化剂","url":"https://stock-news.laohu8.com/highlight/detail?id=1162290649","media":"老虎资讯综合","summary":"花旗分析师将英伟达列入未来90天内的“积极催化剂观察名单”;随着首席执行官黄仁勋准备在CES 2025上发表开幕主题演讲,英伟达的股价可能上涨27%;英伟达的GPU芯片对于AI工作负载和人形机器人而言至关重要;花旗分析师在最近的一份报告中将$英伟达$列入未来90天内的“积极催化剂观察名单”。随着英伟达的人工智能GPU芯片受到热捧,该公司股价今年迄今已飙升176% 。","content":"<html><head></head><body><ul style=\"\"><li><p>花旗分析师将英伟达列入未来90天内的“积极催化剂观察名单”;</p></li><li><p>随着首席执行官黄仁勋准备在CES 2025上发表开幕主题演讲,英伟达的股价可能上涨27%;</p></li><li><p>英伟达的GPU芯片对于AI工作负载和人形机器人而言至关重要;</p></li></ul><p>花旗分析师在最近的一份报告中将<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>列入未来90天内的“积极催化剂观察名单”。</p><p>该公司表示,随着创始人兼首席执行官黄仁勋为2025年国际消费电子展(CES 2025)上的重大主题演讲做准备,这家芯片巨头的股价到2025年初可能会飙升27%,达到其175美元的目标价。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5aeeb1a1c9b7b38b7489e74ea23c279a\" tg-width=\"560\" tg-height=\"240\"/></p><p>消费电子展将于1月7日至1月10日举行,黄仁勋将于1月6日下午6:30发表开幕主题演讲。花旗表示,演讲结束后将于1月7日举行面向金融分析师的问答环节。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b04e098b974ed7585fcc375660bd4219\" title=\"\" tg-width=\"700\" tg-height=\"525\"/></p><p>花旗分析师Atif Malik表示:“我们对1月份的CES展开了积极的观察,我们预计Blackwell的销售预期将走高,管理层将谈论由企业和机器人工业需求引发的推断。”</p><p>Malik表示,在CES活动上,随着英伟达加大下一代AI芯片的产量,该公司可能会进一步提高其Blackwell产品的销售预期。</p><p>此外,Malik预计,英伟达管理层将告诉分析师,其利润率可能会在4月份触底,随后逐渐走高,并讨论人工智能机器人在仓库、制造业甚至人形机器人方面的“推理主导的拐点”。</p><p>近年来,包括特斯拉、Figure.AI和波士顿动力在内的公司一直在竞相开发人形机器人,而英伟达的GPU芯片在这些设备中占据了中心位置。</p><p>在2024年3月英伟达的年度GTC大会上,黄仁勋在舞台上展示了9个不同的人形机器人,这些机器人部分由英伟达的芯片驱动。</p><p>在英伟达上周发布第三季度财报后,花旗将英伟达股票评级为“买入”,并将其目标价从170美元上调至175美元。</p><p>随着英伟达的人工智能GPU芯片受到热捧,该公司股价今年迄今已飙升176% 。</p><p><em>本文编译自 BUSINESS INSIDER 《https://markets.businessinsider.com/news/stocks/nvidia-stock-price-positive-catalyst-watch-january-2025-ces-event-2024-11》</em></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\" 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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英伟达股价明年初或飙升近30%!花旗点破下一个催化剂\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\">2024-11-28 10:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><ul style=\"\"><li><p>花旗分析师将英伟达列入未来90天内的“积极催化剂观察名单”;</p></li><li><p>随着首席执行官黄仁勋准备在CES 2025上发表开幕主题演讲,英伟达的股价可能上涨27%;</p></li><li><p>英伟达的GPU芯片对于AI工作负载和人形机器人而言至关重要;</p></li></ul><p>花旗分析师在最近的一份报告中将<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>列入未来90天内的“积极催化剂观察名单”。</p><p>该公司表示,随着创始人兼首席执行官黄仁勋为2025年国际消费电子展(CES 2025)上的重大主题演讲做准备,这家芯片巨头的股价到2025年初可能会飙升27%,达到其175美元的目标价。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/5aeeb1a1c9b7b38b7489e74ea23c279a\" tg-width=\"560\" tg-height=\"240\"/></p><p>消费电子展将于1月7日至1月10日举行,黄仁勋将于1月6日下午6:30发表开幕主题演讲。花旗表示,演讲结束后将于1月7日举行面向金融分析师的问答环节。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b04e098b974ed7585fcc375660bd4219\" title=\"\" tg-width=\"700\" tg-height=\"525\"/></p><p>花旗分析师Atif Malik表示:“我们对1月份的CES展开了积极的观察,我们预计Blackwell的销售预期将走高,管理层将谈论由企业和机器人工业需求引发的推断。”</p><p>Malik表示,在CES活动上,随着英伟达加大下一代AI芯片的产量,该公司可能会进一步提高其Blackwell产品的销售预期。</p><p>此外,Malik预计,英伟达管理层将告诉分析师,其利润率可能会在4月份触底,随后逐渐走高,并讨论人工智能机器人在仓库、制造业甚至人形机器人方面的“推理主导的拐点”。</p><p>近年来,包括特斯拉、Figure.AI和波士顿动力在内的公司一直在竞相开发人形机器人,而英伟达的GPU芯片在这些设备中占据了中心位置。</p><p>在2024年3月英伟达的年度GTC大会上,黄仁勋在舞台上展示了9个不同的人形机器人,这些机器人部分由英伟达的芯片驱动。</p><p>在英伟达上周发布第三季度财报后,花旗将英伟达股票评级为“买入”,并将其目标价从170美元上调至175美元。</p><p>随着英伟达的人工智能GPU芯片受到热捧,该公司股价今年迄今已飙升176% 。</p><p><em>本文编译自 BUSINESS INSIDER 《https://markets.businessinsider.com/news/stocks/nvidia-stock-price-positive-catalyst-watch-january-2025-ces-event-2024-11》</em></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/581788611f0388c8a4de3c2a2dbc7a09","relate_stocks":{"NVDA":"英伟达"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1162290649","content_text":"花旗分析师将英伟达列入未来90天内的“积极催化剂观察名单”;随着首席执行官黄仁勋准备在CES 2025上发表开幕主题演讲,英伟达的股价可能上涨27%;英伟达的GPU芯片对于AI工作负载和人形机器人而言至关重要;花旗分析师在最近的一份报告中将英伟达列入未来90天内的“积极催化剂观察名单”。该公司表示,随着创始人兼首席执行官黄仁勋为2025年国际消费电子展(CES 2025)上的重大主题演讲做准备,这家芯片巨头的股价到2025年初可能会飙升27%,达到其175美元的目标价。消费电子展将于1月7日至1月10日举行,黄仁勋将于1月6日下午6:30发表开幕主题演讲。花旗表示,演讲结束后将于1月7日举行面向金融分析师的问答环节。花旗分析师Atif Malik表示:“我们对1月份的CES展开了积极的观察,我们预计Blackwell的销售预期将走高,管理层将谈论由企业和机器人工业需求引发的推断。”Malik表示,在CES活动上,随着英伟达加大下一代AI芯片的产量,该公司可能会进一步提高其Blackwell产品的销售预期。此外,Malik预计,英伟达管理层将告诉分析师,其利润率可能会在4月份触底,随后逐渐走高,并讨论人工智能机器人在仓库、制造业甚至人形机器人方面的“推理主导的拐点”。近年来,包括特斯拉、Figure.AI和波士顿动力在内的公司一直在竞相开发人形机器人,而英伟达的GPU芯片在这些设备中占据了中心位置。在2024年3月英伟达的年度GTC大会上,黄仁勋在舞台上展示了9个不同的人形机器人,这些机器人部分由英伟达的芯片驱动。在英伟达上周发布第三季度财报后,花旗将英伟达股票评级为“买入”,并将其目标价从170美元上调至175美元。随着英伟达的人工智能GPU芯片受到热捧,该公司股价今年迄今已飙升176% 。本文编译自 BUSINESS INSIDER 《https://markets.businessinsider.com/news/stocks/nvidia-stock-price-positive-catalyst-watch-january-2025-ces-event-2024-11》","news_type":1},"isVote":1,"tweetType":1,"viewCount":86,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368425964806624,"gmtCreate":1730990747793,"gmtModify":1730990749785,"author":{"id":"4187352046253712","authorId":"4187352046253712","name":"jack yang","avatar":"https://static.tigerbbs.com/30a004370314d233be0e7035a3a419ff","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187352046253712","idStr":"4187352046253712"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"0\"></v-v> 难道只有我觉得nvida这次财报不及预期吗 [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] ","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"0\"></v-v> 难道只有我觉得nvida这次财报不及预期吗 [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] ","text":"$英伟达(NVDA)$ 难道只有我觉得nvida这次财报不及预期吗 [惊讶] [惊讶] [惊讶] [惊讶] [惊讶] [惊讶]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":9,"repostSize":0,"link":"https://laohu8.com/post/368425964806624","isVote":1,"tweetType":1,"viewCount":2638,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3583495788004528","authorId":"3583495788004528","name":"成_3692","avatar":"https://static.tigerbbs.com/d70ee57be6467d7c7cb503048ed480e8","crmLevel":5,"crmLevelSwitch":1,"authorIdStr":"3583495788004528","idStr":"3583495788004528"},"content":"不及预期的理由是啥","text":"不及预期的理由是啥","html":"不及预期的理由是啥"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":360844141052136,"gmtCreate":1729121942374,"gmtModify":1729121946237,"author":{"id":"4187352046253712","authorId":"4187352046253712","name":"jack yang","avatar":"https://static.tigerbbs.com/30a004370314d233be0e7035a3a419ff","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187352046253712","idStr":"4187352046253712"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> fsd在中国遇到麻烦了,至少是限制其发展速度","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> fsd在中国遇到麻烦了,至少是限制其发展速度","text":"$特斯拉(TSLA)$ fsd在中国遇到麻烦了,至少是限制其发展速度","images":[{"img":"https://static.tigerbbs.com/1eae27c379c59e02b5b39d2158497347","width":"1170","height":"1176"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":1,"link":"https://laohu8.com/post/360844141052136","isVote":1,"tweetType":1,"viewCount":1786,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4187352046253712","authorId":"4187352046253712","name":"jack yang","avatar":"https://static.tigerbbs.com/30a004370314d233be0e7035a3a419ff","crmLevel":7,"crmLevelSwitch":1,"authorIdStr":"4187352046253712","idStr":"4187352046253712"},"content":"所以特斯拉没跌,被小道消息忽悠了","text":"所以特斯拉没跌,被小道消息忽悠了","html":"所以特斯拉没跌,被小道消息忽悠了"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":377524033061256,"gmtCreate":1733208078929,"gmtModify":1733208080882,"author":{"id":"4187352046253712","authorId":"4187352046253712","name":"jack yang","avatar":"https://static.tigerbbs.com/30a004370314d233be0e7035a3a419ff","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187352046253712","idStr":"4187352046253712"},"themes":[],"htmlText":"如果消息属实,nivdia不是应该大跌吗?但是这个是上周五的消息","listText":"如果消息属实,nivdia不是应该大跌吗?但是这个是上周五的消息","text":"如果消息属实,nivdia不是应该大跌吗?但是这个是上周五的消息","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/377524033061256","repostId":"1111170527","repostType":2,"repost":{"id":"1111170527","kind":"news","pubTimestamp":1733194825,"share":"https://www.laohu8.com/m/news/1111170527?lang=&edition=full","pubTime":"2024-12-03 11:00","market":"us","language":"zh","title":"消息称英伟达GB200芯片量产时间推迟,微软削减40%订单","url":"https://stock-news.laohu8.com/highlight/detail?id=1111170527","media":"IT之家","summary":"GB200 是 Blackwell GPU 架构的一部分。","content":"<html><head></head><body><p>据台媒工商时报报道,<strong>市场传出英伟达下一代 Blackwell 架构芯片 GB200 的量产计划再度遭遇技术瓶颈,而微软将削减订单。</strong></p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d81637ff7d312bfcf511a4d3732b3bcd\" title=\"\" tg-width=\"600\" tg-height=\"338\"/></p><p style=\"text-align: justify;\">供应链透露,这次出现问题的是背板连接设计,<strong>因美国供应商的 Cartridge 连接器测试良率不佳,量产时间恐再推迟至 2025 年 3 月</strong>。英伟达正积极寻找替代者,不过碍于专利障碍及产能爬坡等问题,恐怕需要一段时间才能解决。</p><p style=\"text-align: justify;\">英伟达 GB200 采用台积电最先进的 CoWoS-L 先进封装技术,并整合高度复杂机柜设计。然而因设计复杂命运多舛,量产时间几经延迟。英伟达日前法说会上指出,Blackwell 生产已全面启动,但现在情况是供应不足,将携手合作伙伴克服。</p><p style=\"text-align: justify;\">报道称,供应链查访显示,微软已开出第一枪,将订单削减了 40%,部分转单至明年中推出的 GB300。</p><p style=\"text-align: justify;\">据了解,GB200 是英伟达 Blackwell GPU 架构的一部分,其性能最高可达前代 H100 GPU 的五倍,尤其是在人工智能方面。GB200 旨在处理大规模机器学习模型,例如用于大型语言模型(LLM)的人工智能训练。不过其功耗相当高,根据冷却配置的不同,需要 700W 到 1200W 的功率。而英伟达的 GB300 将采用全液冷系统,并且还将采用插槽式设计,便于 GPU 的安装和拆卸,与目前的焊接设计不同。</p></body></html>","source":"ithome","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>消息称英伟达GB200芯片量产时间推迟,微软削减40%订单</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消息称英伟达GB200芯片量产时间推迟,微软削减40%订单\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-03 11:00 北京时间 <a href=https://www.ithome.com/0/814/929.htm><strong>IT之家</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>据台媒工商时报报道,市场传出英伟达下一代 Blackwell 架构芯片 GB200 的量产计划再度遭遇技术瓶颈,而微软将削减订单。供应链透露,这次出现问题的是背板连接设计,因美国供应商的 Cartridge 连接器测试良率不佳,量产时间恐再推迟至 2025 年 3 月。英伟达正积极寻找替代者,不过碍于专利障碍及产能爬坡等问题,恐怕需要一段时间才能解决。英伟达 GB200 采用台积电最先进的 ...</p>\n\n<a href=\"https://www.ithome.com/0/814/929.htm\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6b2ecc643d29637153359008308b86ea","relate_stocks":{"NVDA":"英伟达"},"source_url":"https://www.ithome.com/0/814/929.htm","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1111170527","content_text":"据台媒工商时报报道,市场传出英伟达下一代 Blackwell 架构芯片 GB200 的量产计划再度遭遇技术瓶颈,而微软将削减订单。供应链透露,这次出现问题的是背板连接设计,因美国供应商的 Cartridge 连接器测试良率不佳,量产时间恐再推迟至 2025 年 3 月。英伟达正积极寻找替代者,不过碍于专利障碍及产能爬坡等问题,恐怕需要一段时间才能解决。英伟达 GB200 采用台积电最先进的 CoWoS-L 先进封装技术,并整合高度复杂机柜设计。然而因设计复杂命运多舛,量产时间几经延迟。英伟达日前法说会上指出,Blackwell 生产已全面启动,但现在情况是供应不足,将携手合作伙伴克服。报道称,供应链查访显示,微软已开出第一枪,将订单削减了 40%,部分转单至明年中推出的 GB300。据了解,GB200 是英伟达 Blackwell GPU 架构的一部分,其性能最高可达前代 H100 GPU 的五倍,尤其是在人工智能方面。GB200 旨在处理大规模机器学习模型,例如用于大型语言模型(LLM)的人工智能训练。不过其功耗相当高,根据冷却配置的不同,需要 700W 到 1200W 的功率。而英伟达的 GB300 将采用全液冷系统,并且还将采用插槽式设计,便于 GPU 的安装和拆卸,与目前的焊接设计不同。","news_type":1},"isVote":1,"tweetType":1,"viewCount":95,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3469372831917760","authorId":"3469372831917760","name":"纵浪","avatar":"https://static.tigerbbs.com/1b6902f682eaf570beb111e60253ffa6","crmLevel":3,"crmLevelSwitch":1,"authorIdStr":"3469372831917760","idStr":"3469372831917760"},"content":"也是NVD被套了吧","text":"也是NVD被套了吧","html":"也是NVD被套了吧"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":371697844387944,"gmtCreate":1731755576327,"gmtModify":1731755578437,"author":{"id":"4187352046253712","authorId":"4187352046253712","name":"jack yang","avatar":"https://static.tigerbbs.com/30a004370314d233be0e7035a3a419ff","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187352046253712","idStr":"4187352046253712"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 爆料!马斯克或遭调查。马斯克和川普的矛盾慢慢开始显现,如果这个消息做实,特斯拉跌倒250以下","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 爆料!马斯克或遭调查。马斯克和川普的矛盾慢慢开始显现,如果这个消息做实,特斯拉跌倒250以下","text":"$特斯拉(TSLA)$ 爆料!马斯克或遭调查。马斯克和川普的矛盾慢慢开始显现,如果这个消息做实,特斯拉跌倒250以下","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":2,"repostSize":0,"link":"https://laohu8.com/post/371697844387944","isVote":1,"tweetType":1,"viewCount":1054,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4093596070918460","authorId":"4093596070918460","name":"闲人马斯克","avatar":"https://static.tigerbbs.com/a8c091a7f1f1c688e78229acf9963ea7","crmLevel":9,"crmLevelSwitch":1,"authorIdStr":"4093596070918460","idStr":"4093596070918460"},"content":"有些人羡慕嫉妒恨而已,对马斯克和特斯拉没有实质性伤害。一个要求调查马斯克和普京的通话的消息就能让特斯拉跌70美元?","text":"有些人羡慕嫉妒恨而已,对马斯克和特斯拉没有实质性伤害。一个要求调查马斯克和普京的通话的消息就能让特斯拉跌70美元?","html":"有些人羡慕嫉妒恨而已,对马斯克和特斯拉没有实质性伤害。一个要求调查马斯克和普京的通话的消息就能让特斯拉跌70美元?"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362778755277080,"gmtCreate":1729610467004,"gmtModify":1729610469198,"author":{"id":"4187352046253712","authorId":"4187352046253712","name":"jack yang","avatar":"https://static.tigerbbs.com/30a004370314d233be0e7035a3a419ff","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187352046253712","idStr":"4187352046253712"},"themes":[],"htmlText":"老贝是觉得中国经济还将继续下行,消费再降级吗","listText":"老贝是觉得中国经济还将继续下行,消费再降级吗","text":"老贝是觉得中国经济还将继续下行,消费再降级吗","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/362778755277080","repostId":"1104826699","repostType":4,"repost":{"id":"1104826699","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":1729605991,"share":"https://www.laohu8.com/m/news/1104826699?lang=&edition=full","pubTime":"2024-10-22 22:06","market":"us","language":"zh","title":"贝莱德大幅增持拼多多,持股比例升至9.5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1104826699","media":"老虎资讯综合","summary":"根据SEC于10月21日披露的文件,$贝莱德(BLK)$大幅增持了中国电商$拼多多(PDD)$,持股从24年Q2的约2900万股大幅增加至约1.32亿股。","content":"<html><head></head><body><p>10月22日,根据SEC于10月21日披露的文件,贝莱德(BlackRock)大幅增持了中国电商拼多多,持股从24年Q2的约2900万股(相当于总股本的2.1%)大幅增加至约1.32亿股(相总于总股比的9.5%)。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d279191c6843d81e8747de9967301e9\" title=\"\" tg-width=\"507\" tg-height=\"270\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cad887f163cde23f6820557ecd5af32e\" title=\"\" tg-width=\"896\" tg-height=\"357\"/></p><p style=\"text-align: justify;\">拼多多盘中涨幅扩大至逾8%,股价报135.22美元/股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/735c44ed4037329ad257c714d22c98a1\" title=\"\" 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>贝莱德大幅增持拼多多,持股比例升至9.5%</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贝莱德大幅增持拼多多,持股比例升至9.5%\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\">2024-10-22 22:06</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>10月22日,根据SEC于10月21日披露的文件,贝莱德(BlackRock)大幅增持了中国电商拼多多,持股从24年Q2的约2900万股(相当于总股本的2.1%)大幅增加至约1.32亿股(相总于总股比的9.5%)。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/2d279191c6843d81e8747de9967301e9\" title=\"\" tg-width=\"507\" tg-height=\"270\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/cad887f163cde23f6820557ecd5af32e\" title=\"\" tg-width=\"896\" tg-height=\"357\"/></p><p style=\"text-align: justify;\">拼多多盘中涨幅扩大至逾8%,股价报135.22美元/股。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/735c44ed4037329ad257c714d22c98a1\" title=\"\" 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/a2db5797ca32628002f32e69d5dea58b","relate_stocks":{"LU0370786039.SGD":"Fidelity Greater China A-SGD","LU0594300419.USD":"富达中国消费基金A","LU2505996681.GBP":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (GBPHDG) INC","LU0051755006.USD":"摩根大通中国A (dist)","LU0329678337.USD":"FIDELITY EMERGING ASIA \"A\" (USD)","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","IE00BGHQF748.EUR":"GUINNESS GLOBAL MONEY MANAGERS \"C\" (EUR) ACC","LU2505996509.AUD":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4H\" (AUDHDG) INC","LU0594300179.USD":"FIDELITY CHINA CONSUMER \"A\" (USD) ACC","IE00BGHQF631.EUR":"GUINNESS GLOBAL EQUITY INCOME \"C\" (EUR) ACC","IE00BVYPNV92.GBP":"GUINNESS GLOBAL EQUITY INCOME \"C\" (GBP) ACC","LU0417516902.SGD":"Allianz China Equity Cl AT Acc SGD","LU0052750758.USD":"富兰克林中国基金A Acc","IE00B3PB1722.GBP":"GUINNESS GLOBAL EQUITY INCOME \"C\" (GBP) INC","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","IE00B42XCP33.USD":"GUINNESS GLOBAL EQUITY INCOME \"C\" (USD) INC","LU0731783394.SGD":"Fidelity Global Dividend A-MINCOME(G)-SGD","PDD":"拼多多","LU0633140727.USD":"AB EMERGING MARKETS MULTI ASSET PORTFOLIO \"AD\" (USD) INC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1104826699","content_text":"10月22日,根据SEC于10月21日披露的文件,贝莱德(BlackRock)大幅增持了中国电商拼多多,持股从24年Q2的约2900万股(相当于总股本的2.1%)大幅增加至约1.32亿股(相总于总股比的9.5%)。拼多多盘中涨幅扩大至逾8%,股价报135.22美元/股。","news_type":1},"isVote":1,"tweetType":1,"viewCount":408,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4166222108671732","authorId":"4166222108671732","name":"66嘿嘿","avatar":"https://static.tigerbbs.com/d17ee3414b48625175c4ace07835cc8a","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4166222108671732","idStr":"4166222108671732"},"content":"消费降级反而利好拼多多","text":"消费降级反而利好拼多多","html":"消费降级反而利好拼多多"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358513955889392,"gmtCreate":1728536057073,"gmtModify":1728536058945,"author":{"id":"4187352046253712","authorId":"4187352046253712","name":"jack yang","avatar":"https://static.tigerbbs.com/30a004370314d233be0e7035a3a419ff","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187352046253712","idStr":"4187352046253712"},"themes":[],"htmlText":"高盛这种墙头草","listText":"高盛这种墙头草","text":"高盛这种墙头草","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":4,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358513955889392","repostId":"2474751749","repostType":2,"repost":{"id":"2474751749","kind":"news","pubTimestamp":1728533160,"share":"https://www.laohu8.com/m/news/2474751749?lang=&edition=full","pubTime":"2024-10-10 12:06","market":"hk","language":"zh","title":"高盛:中国是必须要配置的资产,我们一定要大搞特搞","url":"https://stock-news.laohu8.com/highlight/detail?id=2474751749","media":"睿见Economy","summary":"21世纪始终是中国的世纪。","content":"<html><head></head><body><p> 2024上海全球资产管理论坛今日举行。<a href=\"https://laohu8.com/S/GS\">高盛</a>中国联席主管、高盛(中国)证券有限责任公司董事长范翔出席并演讲。</p><p> 谈及如果对外讲好中国故事,范翔表示,过去两三年中,各家<a href=\"https://laohu8.com/S/FISI\">金融机构</a>都有很多讨论。“我们也都蛮难的,就像是在家里受尽了欺负和委屈的小媳妇儿,最后出去还要说我老公对我可好呢”。</p><p> 但他强调,经过这两三年的讨论发现,不管是公司领导还是客户,应该多来中国,并且也希望国内的客户多出国,因为交流是非常必要的。</p><p> 范翔表示,目前高盛内部已有共识。</p><p> 第一,中国已是全球第二大经济体,“这是非常重要的,而且再往后的几十年,我看不到任何第三大经济实体能超过我们”。因此,中国是必须要配置的资产,“不管是从投资的角度讲,还是全球客户发展自身市场的角度讲,中国都是必须来的地方”,他强调。</p><p> “我们的观点就是,高盛一定要大搞特搞”,他说,高盛还在持续进行不同展业和不同注资。</p><p> 第二,范翔强调,加强交流尤为重要。“更多的中国客户开始想走出去,这也给我们创造了非常多的机会,这是我们的强项”。</p><p> “这几年有可能不是中国的年,但21世纪始终是中国的世纪”,他说。</p></body></html>","source":"sina","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>高盛:中国是必须要配置的资产,我们一定要大搞特搞</title>\n<style 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href=\"https://finance.sina.com.cn/hy/hyjz/2024-10-10/doc-incrzuhw9136656.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/68da0043a3f7932eb6870829ddb8962d","relate_stocks":{"000001.SH":"上证指数"},"source_url":"https://finance.sina.com.cn/hy/hyjz/2024-10-10/doc-incrzuhw9136656.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2474751749","content_text":"2024上海全球资产管理论坛今日举行。高盛中国联席主管、高盛(中国)证券有限责任公司董事长范翔出席并演讲。 谈及如果对外讲好中国故事,范翔表示,过去两三年中,各家金融机构都有很多讨论。“我们也都蛮难的,就像是在家里受尽了欺负和委屈的小媳妇儿,最后出去还要说我老公对我可好呢”。 但他强调,经过这两三年的讨论发现,不管是公司领导还是客户,应该多来中国,并且也希望国内的客户多出国,因为交流是非常必要的。 范翔表示,目前高盛内部已有共识。 第一,中国已是全球第二大经济体,“这是非常重要的,而且再往后的几十年,我看不到任何第三大经济实体能超过我们”。因此,中国是必须要配置的资产,“不管是从投资的角度讲,还是全球客户发展自身市场的角度讲,中国都是必须来的地方”,他强调。 “我们的观点就是,高盛一定要大搞特搞”,他说,高盛还在持续进行不同展业和不同注资。 第二,范翔强调,加强交流尤为重要。“更多的中国客户开始想走出去,这也给我们创造了非常多的机会,这是我们的强项”。 “这几年有可能不是中国的年,但21世纪始终是中国的世纪”,他说。","news_type":1},"isVote":1,"tweetType":1,"viewCount":211,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":362449123000336,"gmtCreate":1729517841529,"gmtModify":1729518206331,"author":{"id":"4187352046253712","authorId":"4187352046253712","name":"jack yang","avatar":"https://static.tigerbbs.com/30a004370314d233be0e7035a3a419ff","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187352046253712","idStr":"4187352046253712"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/NVDA 20241025 134.0 CALL\">$NVDA 20241025 134.0 CALL$</a> 赞一个","listText":"<a href=\"https://laohu8.com/OPT/NVDA 20241025 134.0 CALL\">$NVDA 20241025 134.0 CALL$</a> 赞一个","text":"$NVDA 20241025 134.0 CALL$ 赞一个","images":[{"img":"https://static.tigerbbs.com/0c948390aa34a8576a8919aa036e1e04","width":"1092","height":"1717"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362449123000336","isVote":1,"tweetType":1,"viewCount":605,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":362342317113584,"gmtCreate":1729481211140,"gmtModify":1729481212947,"author":{"id":"4187352046253712","authorId":"4187352046253712","name":"jack yang","avatar":"https://static.tigerbbs.com/30a004370314d233be0e7035a3a419ff","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187352046253712","idStr":"4187352046253712"},"themes":[],"htmlText":"说得非常好","listText":"说得非常好","text":"说得非常好","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/362342317113584","repostId":"1152302827","repostType":4,"repost":{"id":"1152302827","kind":"news","pubTimestamp":1729466620,"share":"https://www.laohu8.com/m/news/1152302827?lang=&edition=full","pubTime":"2024-10-21 07:23","market":"us","language":"zh","title":"如此卖命支持特朗普,马斯克究竟想要什么回报?","url":"https://stock-news.laohu8.com/highlight/detail?id=1152302827","media":" 有槽","summary":"《大西洋月刊》撰文进行了分析。硅谷还有很多大佬跟特朗普站在一起,但马斯克才是那个最有机会实现终极科技独裁梦想的人。马斯克支持特朗普,几乎可以肯定是出于他对自身利益的精明考虑。据统计,特斯拉和SpaceX两家公司已经拿下了150亿美元的联邦合同。在特斯拉,马斯克给自己取了个“科技之王”的称号。","content":"<html><head></head><body><p>马斯克目前正在疯狂为特朗普助选,除了捐款7500万美元外,他还组织了一个两千人的团队在摇摆州挨家挨户扫票,他甚至承诺每天从宾夕法尼亚州选民随机抽出一人,给予其100万美元。在美国历史上,从未有一个资本家与总统候选人如此紧密地捆绑,他的目的究竟什么? </p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/63ef2b8c66468654189c90083f2bdeb5\" title=\"\" tg-width=\"1080\" tg-height=\"702\"/></p><p style=\"text-align: justify;\">在埃隆·马斯克眼中,特朗普就是人类历史的奇点。如果马斯克能让特朗普重返白宫,那就意味着他的超级智能将与地球上最强大的权力机构——美国政府——结合在一起,更别提这还是一个百年一遇的商业机会。</p><p style=\"text-align: justify;\">硅谷还有很多大佬跟特朗普站在一起,但马斯克才是那个最有机会实现终极科技独裁梦想的人。凭借他的影响力,他有望掌控国家,不只是为了赚钱。</p><p style=\"text-align: justify;\">马斯克和特朗普的关系,就像一本活生生的《阿特拉斯耸耸肩》,特朗普打算直接邀请马斯克进政府,扮演那个可以按照自己想法重新设计美国和美国人生活的阿特拉斯。</p><blockquote><p>注:《阿特拉斯耸耸肩》(Atlas Shrugged)是美国作家安·兰德(Ayn Rand)于1957年出版的一部小说。讲述了一群才华横溢的企业家和创造者在面对政府干预和过度监管的情况下,决定退出社会,建立自己的新世界。</p><p>书名中的“阿特拉斯”是指希腊神话中背负天穹的巨人阿特拉斯,隐喻那些支撑社会运转的优秀个人。当他们“耸耸肩”放下重担时,整个社会就会陷入瘫痪。</p></blockquote><p style=\"text-align: justify;\">马斯克对这个梦想的追求,早就超越了亿万富翁的小打小闹。他已经搬到宾夕法尼亚,亲自负责特朗普在那里的拉票工作。为此,他从自己的公司调来了顶尖人才,还打算砸下5亿美元。而这还不算上他用自己的名气为特朗普站台的价值,以及他把X(原推特)变成特朗普竞选非官方宣传平台。</p><p style=\"text-align: justify;\">马斯克起初对特朗普是持怀疑态度的——其实他一开始支持的是佛罗里达州长德桑蒂斯。只是渐渐地,他变成了一个公开、狂热的MAGA信徒。他对特朗普的态度,跟他对人工智能的看法有点相似。一方面,AI可能会毁灭人类;但另一方面,这趋势无法避免,而如果被一个天才工程师掌控,它可能会带来辉煌,甚至是拯救的机会。</p><p style=\"text-align: justify;\">马斯克支持特朗普,几乎可以肯定是出于他对自身利益的精明考虑。像很多推崇自由主义的亿万富翁一样,他把政府变成了自己的大金库。他的公司SpaceX靠着和各类政府机构以及五角大楼的合同赚钱,甚至接手了NASA的一些核心任务。特斯拉则依靠电动车的税收优惠和充电站的补贴发展壮大。</p><p style=\"text-align: justify;\">据统计,特斯拉和SpaceX两家公司已经拿下了150亿美元的联邦合同。但这还只是他“试水”的商业计划。《华尔街日报》透露,SpaceX还在为“国家安全客户”设计一系列新产品。</p><p style=\"text-align: justify;\">马斯克才刚刚开始挖掘政府这块赚钱的潜力,而特朗普正是他的理想人选。特朗普一向喜欢重赏那些对他忠诚的人,不管是对他低头的外国领导人,还是那些在他度假村办活动的支持者。</p><p style=\"text-align: justify;\">别的总统可能会被各种规矩束缚,但特朗普却无所谓。在他第一个任期里,他发现自己的党派根本不会因为他的越界行为惩罚他。</p><p style=\"text-align: justify;\">在不断变化的“特朗普圈子”里,没有哪个支持者或亲信能比得上马斯克的筹码。如果特朗普赢了,很可能是靠微弱的投票优势,而马斯克可以自夸是那个决定胜负的关键因素。</p><p style=\"text-align: justify;\">不难想象马斯克会怎么利用这段联盟关系。特朗普已经说了,要让他负责一个提高政府效率的委员会,或者用特朗普的话说,马斯克会是“削减成本的大臣”。</p><p style=\"text-align: justify;\">SpaceX就是个样板:马斯克会主张把政府私有化,把国家的事情外包给灵活的企业家和聪明的技术人员。这也就意味着他的公司会有更多机会拿下巨额合同。</p><p style=\"text-align: justify;\">所以,当特朗普吹嘘说马斯克会在他任期内把火箭送上火星时,他可不是在想象什么新的阿波罗计划,而是在打算给SpaceX开出美国政府史上最大的一张支票——让世界上最有钱的人变得更有钱。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/b17e439ac8db8789072bf4b4dd07885d\" title=\"\" tg-width=\"814\" tg-height=\"451\"/></p><p style=\"text-align: justify;\">当然,这可能只是吹吹牛而已。但这和右翼对特朗普第二任期的整体计划完全对得上号,那就是削弱联邦政府——砍掉一大批政治中立的公务员,甚至整个内阁部门和机构。这种大刀阔斧的变革,正好符合马斯克那种把自己当成人类历史关键角色的宏大想法。</p><p style=\"text-align: justify;\">这可不是什么普通的寡头政治,而是硅谷那种自我至上和社会达尔文主义的极致体现——他们觉得,把权力集中在天才手里才是最理想的社会模式。</p><p style=\"text-align: justify;\">正如彼得·蒂尔说的,“竞争是失败者的游戏。”在这种世界观里,限制权力也是“失败者的游戏”。</p><p style=\"text-align: justify;\">靠着这些政府合同和他的内部影响力,马斯克会在国家安全体系中扎得更深。</p><p style=\"text-align: justify;\">他已经拿到了一份价值18亿美元的机密合同,是和国家侦察局(National Reconnaissance Office,简称NRO,负责从太空进行情报收集)签的,通过SpaceX的一个部门Starshield完成。他还为军方提供通信网络。在政府面对AI未来和太空商业化的关键决策时,他的想法将会很有影响力。</p><p style=\"text-align: justify;\">在特斯拉,马斯克给自己取了个“科技之王”的称号。这个名字听起来有点像玩笑,也有点偏执,正好反映了其中的危险。按照特朗普的做法,他完全不用剥离自己的公司,甚至包括他的社交媒体平台。</p><p style=\"text-align: justify;\">在一个无视批评的政府里,他不用担心国会监督,可以轻松忽视任何质疑他的人。在所有特朗普第二任期可能带来的风险中,这也许是最让人担心的一个。</p></body></html>","source":"lsy1729466584149","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>如此卖命支持特朗普,马斯克究竟想要什么回报?</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n如此卖命支持特朗普,马斯克究竟想要什么回报?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-10-21 07:23 北京时间 <a href=https://mp.weixin.qq.com/s/5X9gJRWG-naWZ5ZAArBgjw><strong> 有槽</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>马斯克目前正在疯狂为特朗普助选,除了捐款7500万美元外,他还组织了一个两千人的团队在摇摆州挨家挨户扫票,他甚至承诺每天从宾夕法尼亚州选民随机抽出一人,给予其100万美元。在美国历史上,从未有一个资本家与总统候选人如此紧密地捆绑,他的目的究竟什么? 在埃隆·马斯克眼中,特朗普就是人类历史的奇点。如果马斯克能让特朗普重返白宫,那就意味着他的超级智能将与地球上最强大的权力机构——美国政府——结合在一起...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/5X9gJRWG-naWZ5ZAArBgjw\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://community-static.tradeup.com/news/63ef2b8c66468654189c90083f2bdeb5","relate_stocks":{"TSLA":"特斯拉","DJT":"特朗普媒体科技集团"},"source_url":"https://mp.weixin.qq.com/s/5X9gJRWG-naWZ5ZAArBgjw","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1152302827","content_text":"马斯克目前正在疯狂为特朗普助选,除了捐款7500万美元外,他还组织了一个两千人的团队在摇摆州挨家挨户扫票,他甚至承诺每天从宾夕法尼亚州选民随机抽出一人,给予其100万美元。在美国历史上,从未有一个资本家与总统候选人如此紧密地捆绑,他的目的究竟什么? 在埃隆·马斯克眼中,特朗普就是人类历史的奇点。如果马斯克能让特朗普重返白宫,那就意味着他的超级智能将与地球上最强大的权力机构——美国政府——结合在一起,更别提这还是一个百年一遇的商业机会。硅谷还有很多大佬跟特朗普站在一起,但马斯克才是那个最有机会实现终极科技独裁梦想的人。凭借他的影响力,他有望掌控国家,不只是为了赚钱。马斯克和特朗普的关系,就像一本活生生的《阿特拉斯耸耸肩》,特朗普打算直接邀请马斯克进政府,扮演那个可以按照自己想法重新设计美国和美国人生活的阿特拉斯。注:《阿特拉斯耸耸肩》(Atlas Shrugged)是美国作家安·兰德(Ayn Rand)于1957年出版的一部小说。讲述了一群才华横溢的企业家和创造者在面对政府干预和过度监管的情况下,决定退出社会,建立自己的新世界。书名中的“阿特拉斯”是指希腊神话中背负天穹的巨人阿特拉斯,隐喻那些支撑社会运转的优秀个人。当他们“耸耸肩”放下重担时,整个社会就会陷入瘫痪。马斯克对这个梦想的追求,早就超越了亿万富翁的小打小闹。他已经搬到宾夕法尼亚,亲自负责特朗普在那里的拉票工作。为此,他从自己的公司调来了顶尖人才,还打算砸下5亿美元。而这还不算上他用自己的名气为特朗普站台的价值,以及他把X(原推特)变成特朗普竞选非官方宣传平台。马斯克起初对特朗普是持怀疑态度的——其实他一开始支持的是佛罗里达州长德桑蒂斯。只是渐渐地,他变成了一个公开、狂热的MAGA信徒。他对特朗普的态度,跟他对人工智能的看法有点相似。一方面,AI可能会毁灭人类;但另一方面,这趋势无法避免,而如果被一个天才工程师掌控,它可能会带来辉煌,甚至是拯救的机会。马斯克支持特朗普,几乎可以肯定是出于他对自身利益的精明考虑。像很多推崇自由主义的亿万富翁一样,他把政府变成了自己的大金库。他的公司SpaceX靠着和各类政府机构以及五角大楼的合同赚钱,甚至接手了NASA的一些核心任务。特斯拉则依靠电动车的税收优惠和充电站的补贴发展壮大。据统计,特斯拉和SpaceX两家公司已经拿下了150亿美元的联邦合同。但这还只是他“试水”的商业计划。《华尔街日报》透露,SpaceX还在为“国家安全客户”设计一系列新产品。马斯克才刚刚开始挖掘政府这块赚钱的潜力,而特朗普正是他的理想人选。特朗普一向喜欢重赏那些对他忠诚的人,不管是对他低头的外国领导人,还是那些在他度假村办活动的支持者。别的总统可能会被各种规矩束缚,但特朗普却无所谓。在他第一个任期里,他发现自己的党派根本不会因为他的越界行为惩罚他。在不断变化的“特朗普圈子”里,没有哪个支持者或亲信能比得上马斯克的筹码。如果特朗普赢了,很可能是靠微弱的投票优势,而马斯克可以自夸是那个决定胜负的关键因素。不难想象马斯克会怎么利用这段联盟关系。特朗普已经说了,要让他负责一个提高政府效率的委员会,或者用特朗普的话说,马斯克会是“削减成本的大臣”。SpaceX就是个样板:马斯克会主张把政府私有化,把国家的事情外包给灵活的企业家和聪明的技术人员。这也就意味着他的公司会有更多机会拿下巨额合同。所以,当特朗普吹嘘说马斯克会在他任期内把火箭送上火星时,他可不是在想象什么新的阿波罗计划,而是在打算给SpaceX开出美国政府史上最大的一张支票——让世界上最有钱的人变得更有钱。当然,这可能只是吹吹牛而已。但这和右翼对特朗普第二任期的整体计划完全对得上号,那就是削弱联邦政府——砍掉一大批政治中立的公务员,甚至整个内阁部门和机构。这种大刀阔斧的变革,正好符合马斯克那种把自己当成人类历史关键角色的宏大想法。这可不是什么普通的寡头政治,而是硅谷那种自我至上和社会达尔文主义的极致体现——他们觉得,把权力集中在天才手里才是最理想的社会模式。正如彼得·蒂尔说的,“竞争是失败者的游戏。”在这种世界观里,限制权力也是“失败者的游戏”。靠着这些政府合同和他的内部影响力,马斯克会在国家安全体系中扎得更深。他已经拿到了一份价值18亿美元的机密合同,是和国家侦察局(National Reconnaissance Office,简称NRO,负责从太空进行情报收集)签的,通过SpaceX的一个部门Starshield完成。他还为军方提供通信网络。在政府面对AI未来和太空商业化的关键决策时,他的想法将会很有影响力。在特斯拉,马斯克给自己取了个“科技之王”的称号。这个名字听起来有点像玩笑,也有点偏执,正好反映了其中的危险。按照特朗普的做法,他完全不用剥离自己的公司,甚至包括他的社交媒体平台。在一个无视批评的政府里,他不用担心国会监督,可以轻松忽视任何质疑他的人。在所有特朗普第二任期可能带来的风险中,这也许是最让人担心的一个。","news_type":1},"isVote":1,"tweetType":1,"viewCount":192,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":368447786397744,"gmtCreate":1730990647137,"gmtModify":1730990648427,"author":{"id":"4187352046253712","authorId":"4187352046253712","name":"jack yang","avatar":"https://static.tigerbbs.com/30a004370314d233be0e7035a3a419ff","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187352046253712","idStr":"4187352046253712"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 实在忍不住了,我要做空了","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"0\"></v-v> 实在忍不住了,我要做空了","text":"$特斯拉(TSLA)$ 实在忍不住了,我要做空了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/368447786397744","isVote":1,"tweetType":1,"viewCount":1200,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":358951207784680,"gmtCreate":1728642603161,"gmtModify":1728642604880,"author":{"id":"4187352046253712","authorId":"4187352046253712","name":"jack yang","avatar":"https://static.tigerbbs.com/30a004370314d233be0e7035a3a419ff","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187352046253712","idStr":"4187352046253712"},"themes":[],"htmlText":"商业化远落后百度","listText":"商业化远落后百度","text":"商业化远落后百度","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/358951207784680","repostId":"1134226258","repostType":2,"repost":{"id":"1134226258","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":1728615638,"share":"https://www.laohu8.com/m/news/1134226258?lang=&edition=full","pubTime":"2024-10-11 11:00","market":"us","language":"zh","title":"特斯拉Cybercab正式亮相!成本低于3万美元,将于2026年投产","url":"https://stock-news.laohu8.com/highlight/detail?id=1134226258","media":"老虎资讯综合","summary":"10月11日,当地时间10月10日周四19:00(北京时间11日上午10:00),$特斯拉(TSLA)$将在加利福尼亚州伯班克华纳兄弟工作室举行“Robotaxi Day”活动,活动主题口号为“We,Robot”(我们,$机器人(300024)$)。马斯克:如您所见,我刚刚乘坐“Cybercab”到达活动现场。还有20辆同样的车在路上行驶。正如您所见,车内没有人在驾驶。我们有50辆可以全自动驾驶的汽车。直播画面显示,马斯克驾乘双门车辆抵达Robotaxi活动现场。","content":"<html><head></head><body><p><strong><a href=\"https://www.laohu8.com/m/live/1812380015251529/?name=RNLive&rndata=%7B%22liveId%22%3A%221812380015251529%22%2C%22type%22%3A1%7D\" title=\"【直播】特斯拉“WE, ROBOT” 发布会\" target=\"_blank\" class=\"\">【直播回放】特斯拉“WE, ROBOT” 发布会</a></strong></p><p>10月11日,当地时间10月10日周四19:00(北京时间11日上午10:00),<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在加利福尼亚州伯班克华纳兄弟工作室举行“Robotaxi Day”活动,活动主题口号为“We,Robot”。</p><p>特斯拉推出名为CyberCab的无人驾驶出租车和无人驾驶Model Y。特斯拉美股夜盘大幅异动,一度涨超5%,随后直线跳水,现跌超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02527d110321eaea741a36706ad97ee9\" title=\"\" tg-width=\"861\" tg-height=\"820\"/></p><h2 id=\"id_1142117324\">Cybercab成本低于3万美元,将于2026年投产</h2><p>直播画面显示,马斯克驾乘双门车辆抵达Robotaxi活动现场。马斯克:如您所见,我刚刚乘坐“Cybercab”到达活动现场。还有20辆同样的车在路上行驶。正如您所见,车内没有人在驾驶。我们有50辆可以全自动驾驶的汽车。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d59394ae8a11723dd35718ab21930ef6\" title=\"\" tg-width=\"1675\" tg-height=\"937\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/593f7a93b4cb3858c848a27f6570778f\" title=\"\" tg-width=\"1070\" tg-height=\"579\"/></p><p>马斯克表示,Cybercab没有方向盘和踏板。预计Cybercab的成本将低于30,000美元,预计将于2026年投入生产。2027年之前,我们会以非常高的产量生产这款车辆。他还表示,Model 3和Model Y的无人驾驶技术也会大幅提升,将实现无人监管的FSD技术。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e8a5851be76bbc6cbbc00891825a314b\" title=\"\" tg-width=\"1534\" tg-height=\"856\"/></p><h2 id=\"id_1217375354\" style=\"text-align: start;\">无人驾驶货车Robovan首秀,一次最多装载20人</h2><p>马斯克宣布推出Robovan(无人驾驶厢式汽车),该车可以乘坐20人或运载货物。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41ae175e8ab459fca829a92ee6be89c8\" title=\"\" tg-width=\"1545\" tg-height=\"864\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f193d510183f102a607331bd2b2cc9d\" title=\"\" tg-width=\"1546\" tg-height=\"868\"/></p><h2 id=\"id_2070105339\" style=\"text-align: start;\">Optimus机器人量产成本为2万-3万美元</h2><p>马斯克:我们在Optimus机器人方面取得了很大进展。按规模生产的Optimus机器人成本将在2万美元至3万美元之间。特斯拉We Robot发布会上,Optimus机器人进行了集体舞蹈,展示了机器人的灵活性。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/602282fb1848a4279400824e9e17c9a5\" title=\"\" tg-width=\"2536\" tg-height=\"1426\"/></p><p>特斯拉We Robot发布会后的参观活动上,Optimus机器人为参观者提供了酒水服务。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ec25967d3969481e8e30bef34189dee\" title=\"\" tg-width=\"2514\" tg-height=\"1408\"/></p></body></html>","collect":0,"html":"<!DOCTYPE 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{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特斯拉Cybercab正式亮相!成本低于3万美元,将于2026年投产\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\">2024-10-11 11:00</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p><strong><a href=\"https://www.laohu8.com/m/live/1812380015251529/?name=RNLive&rndata=%7B%22liveId%22%3A%221812380015251529%22%2C%22type%22%3A1%7D\" title=\"【直播】特斯拉“WE, ROBOT” 发布会\" target=\"_blank\" class=\"\">【直播回放】特斯拉“WE, ROBOT” 发布会</a></strong></p><p>10月11日,当地时间10月10日周四19:00(北京时间11日上午10:00),<a href=\"https://laohu8.com/S/TSLA\">特斯拉</a>在加利福尼亚州伯班克华纳兄弟工作室举行“Robotaxi Day”活动,活动主题口号为“We,Robot”。</p><p>特斯拉推出名为CyberCab的无人驾驶出租车和无人驾驶Model Y。特斯拉美股夜盘大幅异动,一度涨超5%,随后直线跳水,现跌超4%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/02527d110321eaea741a36706ad97ee9\" title=\"\" tg-width=\"861\" tg-height=\"820\"/></p><h2 id=\"id_1142117324\">Cybercab成本低于3万美元,将于2026年投产</h2><p>直播画面显示,马斯克驾乘双门车辆抵达Robotaxi活动现场。马斯克:如您所见,我刚刚乘坐“Cybercab”到达活动现场。还有20辆同样的车在路上行驶。正如您所见,车内没有人在驾驶。我们有50辆可以全自动驾驶的汽车。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d59394ae8a11723dd35718ab21930ef6\" title=\"\" tg-width=\"1675\" tg-height=\"937\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/593f7a93b4cb3858c848a27f6570778f\" title=\"\" tg-width=\"1070\" tg-height=\"579\"/></p><p>马斯克表示,Cybercab没有方向盘和踏板。预计Cybercab的成本将低于30,000美元,预计将于2026年投入生产。2027年之前,我们会以非常高的产量生产这款车辆。他还表示,Model 3和Model Y的无人驾驶技术也会大幅提升,将实现无人监管的FSD技术。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e8a5851be76bbc6cbbc00891825a314b\" title=\"\" tg-width=\"1534\" tg-height=\"856\"/></p><h2 id=\"id_1217375354\" style=\"text-align: start;\">无人驾驶货车Robovan首秀,一次最多装载20人</h2><p>马斯克宣布推出Robovan(无人驾驶厢式汽车),该车可以乘坐20人或运载货物。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/41ae175e8ab459fca829a92ee6be89c8\" title=\"\" tg-width=\"1545\" tg-height=\"864\"/></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/1f193d510183f102a607331bd2b2cc9d\" title=\"\" tg-width=\"1546\" tg-height=\"868\"/></p><h2 id=\"id_2070105339\" style=\"text-align: start;\">Optimus机器人量产成本为2万-3万美元</h2><p>马斯克:我们在Optimus机器人方面取得了很大进展。按规模生产的Optimus机器人成本将在2万美元至3万美元之间。特斯拉We Robot发布会上,Optimus机器人进行了集体舞蹈,展示了机器人的灵活性。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/602282fb1848a4279400824e9e17c9a5\" title=\"\" tg-width=\"2536\" tg-height=\"1426\"/></p><p>特斯拉We Robot发布会后的参观活动上,Optimus机器人为参观者提供了酒水服务。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6ec25967d3969481e8e30bef34189dee\" title=\"\" tg-width=\"2514\" tg-height=\"1408\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/593f7a93b4cb3858c848a27f6570778f","relate_stocks":{"LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","BK4511":"特斯拉概念","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","BK4099":"汽车制造商","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU2063271972.USD":"富兰克林创新领域基金","BK4592":"伊斯兰概念","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4551":"寇图资本持仓","TSLA":"特斯拉","LU1861215975.USD":"贝莱德新一代科技基金 A2","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU1861220033.SGD":"Blackrock Next Generation Technology A2 SGD-H","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","BK4581":"高盛持仓","LU1548497426.USD":"安联环球人工智能AT Acc","TSLL":"Direxion Daily TSLA Bull 2X Shares"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1134226258","content_text":"【直播回放】特斯拉“WE, ROBOT” 发布会10月11日,当地时间10月10日周四19:00(北京时间11日上午10:00),特斯拉在加利福尼亚州伯班克华纳兄弟工作室举行“Robotaxi Day”活动,活动主题口号为“We,Robot”。特斯拉推出名为CyberCab的无人驾驶出租车和无人驾驶Model Y。特斯拉美股夜盘大幅异动,一度涨超5%,随后直线跳水,现跌超4%。Cybercab成本低于3万美元,将于2026年投产直播画面显示,马斯克驾乘双门车辆抵达Robotaxi活动现场。马斯克:如您所见,我刚刚乘坐“Cybercab”到达活动现场。还有20辆同样的车在路上行驶。正如您所见,车内没有人在驾驶。我们有50辆可以全自动驾驶的汽车。马斯克表示,Cybercab没有方向盘和踏板。预计Cybercab的成本将低于30,000美元,预计将于2026年投入生产。2027年之前,我们会以非常高的产量生产这款车辆。他还表示,Model 3和Model Y的无人驾驶技术也会大幅提升,将实现无人监管的FSD技术。无人驾驶货车Robovan首秀,一次最多装载20人马斯克宣布推出Robovan(无人驾驶厢式汽车),该车可以乘坐20人或运载货物。Optimus机器人量产成本为2万-3万美元马斯克:我们在Optimus机器人方面取得了很大进展。按规模生产的Optimus机器人成本将在2万美元至3万美元之间。特斯拉We Robot发布会上,Optimus机器人进行了集体舞蹈,展示了机器人的灵活性。特斯拉We Robot发布会后的参观活动上,Optimus机器人为参观者提供了酒水服务。","news_type":1},"isVote":1,"tweetType":1,"viewCount":269,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353460295590104,"gmtCreate":1727330917761,"gmtModify":1727334556555,"author":{"id":"4187352046253712","authorId":"4187352046253712","name":"jack yang","avatar":"https://static.tigerbbs.com/30a004370314d233be0e7035a3a419ff","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187352046253712","idStr":"4187352046253712"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> 队长,我还没上车,怎么发车连招呼都没打","listText":"<a href=\"https://laohu8.com/S/PDD\">$拼多多(PDD)$ </a> 队长,我还没上车,怎么发车连招呼都没打","text":"$拼多多(PDD)$ 队长,我还没上车,怎么发车连招呼都没打","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353460295590104","isVote":1,"tweetType":1,"viewCount":569,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":377468073734568,"gmtCreate":1733194419551,"gmtModify":1733194421315,"author":{"id":"4187352046253712","authorId":"4187352046253712","name":"jack yang","avatar":"https://static.tigerbbs.com/30a004370314d233be0e7035a3a419ff","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187352046253712","idStr":"4187352046253712"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 网上消息GB200在12月可正常发货,随着事件一步步确认股价会随之涨,反之就大跌","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"1\"></v-v> 网上消息GB200在12月可正常发货,随着事件一步步确认股价会随之涨,反之就大跌","text":"$英伟达(NVDA)$ 网上消息GB200在12月可正常发货,随着事件一步步确认股价会随之涨,反之就大跌","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/377468073734568","isVote":1,"tweetType":1,"viewCount":317,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":371291682197816,"gmtCreate":1731687038741,"gmtModify":1731687111203,"author":{"id":"4187352046253712","authorId":"4187352046253712","name":"jack yang","avatar":"https://static.tigerbbs.com/30a004370314d233be0e7035a3a419ff","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187352046253712","idStr":"4187352046253712"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/OPT/TSLA 20241115 315.0 PUT BUY 1 | TSLA 20241206 315.0 PUT SELL 1\">$特斯拉 CALENDAR 241206/241115 PUT 315.0/PUT 315.0$</a> 做个日历价差,稳稳当当","listText":"<a href=\"https://laohu8.com/OPT/TSLA 20241115 315.0 PUT BUY 1 | TSLA 20241206 315.0 PUT SELL 1\">$特斯拉 CALENDAR 241206/241115 PUT 315.0/PUT 315.0$</a> 做个日历价差,稳稳当当","text":"$特斯拉 CALENDAR 241206/241115 PUT 315.0/PUT 315.0$ 做个日历价差,稳稳当当","images":[{"img":"https://static.tigerbbs.com/31eefb5c5e9c9fece7045005175ec495","width":"1092","height":"1716"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/371291682197816","isVote":1,"tweetType":1,"viewCount":476,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"CN","totalScore":0},{"id":363367268528360,"gmtCreate":1729737990207,"gmtModify":1729737992500,"author":{"id":"4187352046253712","authorId":"4187352046253712","name":"jack yang","avatar":"https://static.tigerbbs.com/30a004370314d233be0e7035a3a419ff","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187352046253712","idStr":"4187352046253712"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v> 错过了","listText":"<a href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$ </a><v-v data-views=\"1\"></v-v> 错过了","text":"$特斯拉(TSLA)$ 错过了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/363367268528360","isVote":1,"tweetType":1,"viewCount":271,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353509128794392,"gmtCreate":1727342718281,"gmtModify":1727342935420,"author":{"id":"4187352046253712","authorId":"4187352046253712","name":"jack yang","avatar":"https://static.tigerbbs.com/30a004370314d233be0e7035a3a419ff","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187352046253712","idStr":"4187352046253712"},"themes":[],"htmlText":"他们和好一起干拼多多","listText":"他们和好一起干拼多多","text":"他们和好一起干拼多多","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353509128794392","repostId":"1116328671","repostType":2,"repost":{"id":"1116328671","kind":"news","pubTimestamp":1727342429,"share":"https://www.laohu8.com/m/news/1116328671?lang=&edition=full","pubTime":"2024-09-26 17:20","market":"us","language":"zh","title":"阿里京东互相开放:京东物流进淘宝,支付宝进京东","url":"https://stock-news.laohu8.com/highlight/detail?id=1116328671","media":"晚点LatePost","summary":"京东也将正式接入支付宝支付,预计在双 11 前夕推出。目前消费者在京东下单,默认的支付方式排序依次为京东支付、云闪付、微信支付等。既然淘宝都已接入微信支付,阿里和京东的互相开放也不让人意外。阿里拥抱京东物流,京东拆掉支付墙多位行业人士和淘宝商家说,淘宝增加一个京东物流配送的选项,影响不会太大,但也会带来新的可能性。2011 年 5 月,京东商城宣布终止与支付宝合作。","content":"<html><head></head><body><ul style=\"\"><li><p>根据了解,淘宝天猫即将正式接入京东物流,预计于 10 月中旬上线,此后淘天商家在系统中选择商品寄送方式时,将多一个京东物流的选项。与此同时,京东也将接入菜鸟速递和菜鸟驿站 —— 两者分别是菜鸟的自营快递品牌和代收包裹的站点。</p></li><li><p>京东也将正式接入支付宝支付,预计在双 11 前夕推出。目前消费者在京东下单,默认的支付方式排序依次为京东支付、云闪付、微信支付等。</p></li><li><p>据悉,双方在物流和支付上的合作今天都已达成一致。</p></li><li><p>这是阿里和京东两个电商平台成立 20 多年来,最大程度的一次握手。多年来,两家公司互相对抗、提防,用流量、佣金、补贴等争夺商家和消费者,营销舆论互相呛声,各自都建立起了物流、支付等高墙垒垒的独立体系,一路竞争,又一起长大,然后在前几年遇上了更年轻的共同对手。</p></li></ul><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/c2c41b66a7959b34c501d1da9dd12932\" alt=\"\" title=\"\" tg-width=\"1080\" tg-height=\"907\"/></p><p>既然淘宝都已接入微信支付,阿里和京东的互相开放也不让人意外。9 月 26 日,淘宝正式向消费者宣布新增微信支付,我们了解到,微信支付预计将于 9 月底全量接入淘天商家,目前已有超九成的商家开通该服务。</p><p>至此,中国几个最大的互联网平台各自的基础设施,差不多真正成为了通用商业基础设施。这也延续了此前的趋势,竞争终将消解一切垄断,所有业务动作都要算账 —— 选择最有效的合作方,追求最极致的效率,迎接未来的残酷竞争。</p><p><strong>阿里拥抱京东物流,京东拆掉支付墙</strong></p><p>多位行业人士和淘宝商家说,淘宝增加一个京东物流配送的选项,影响不会太大,但也会带来新的可能性。</p><p>在此之前,淘宝商家能选择的电商快递服务商里,服务好且便捷的有顺丰,性价比高的有通达系(中通、圆通、申通、韵达)和极兔。拼多多是在 2022 年 3 月将京东物流接入平台。</p><p>行业一般将京东物流的快递业务和顺丰进行比较,相比通达系,它们的单价更高、时效更快,都能送货上门。京东物流离商品更近,其仓配一体的供应链网络是它区别于其他物流公司的最大特点。</p><p>据我们了解,2023 年三季度,三通一达(中通、圆通、申通、韵达)合计在淘系电商包裹量中的份额占比近八成,而顺丰只占 6% 左右,差不多是第五名极兔的一半。</p><p>不过,对商家和消费者来说,大平台之间愿意开放接口和数据,多一个选择,没有坏处,“痛则思变,总得有人主动。” 一位女装商家说。</p><p>原先商家需要把商品在淘天和京东上分成两盘货,分别管理,淘天加入京东物流的选项后,未来有希望整合成一盘货品,可以帮助商家提高商品周转率,也能帮助提升消费者的体验。</p><p>对京东物流来说,淘天商家的接入,一定能带来其快递单量的增长。另一个好处是,未来如果足够通畅,商家可以将一部分货放在京东的仓库里,在接到淘宝的订单后直接发货,增加商家使用京东仓储的规模。一些天猫品牌商家已经在用京东物流的仓储管理服务。</p><p>区别于传统的快递公司,京东物流还提供一体化供应链解决方案。今年上半年该项收入为 418 亿元,占比近半,其大客户除了京东零售,还包括沃尔沃、理想、飞鹤、波司登等行业客户。</p><p>一体化供应链指的是京东物流从销售环节就开始介入,帮助行业客户预测销量、管理订单以及仓储配送,以减少履约成本和交付时间。京东物流目前在国内运营超过 1600 个仓库和 2000 多个云仓,还包括 40 余座智能化程度高的亚洲一号智能物流园区,即使在西藏、新疆等地区,京东物流也能实现最快当日到达。</p><p>菜鸟的国内供应链业务对标京东物流,近年来也开始自建仓储和中转体系,最大客户是阿里自营的天猫超市,但规模效应还比不上投入更早、更重的京东物流。</p><p>一位淘天人士说,此前,包括天猫超市在内的好几个淘天自营业务都和京东物流谈过合作,且已经有实质进展,但最后还是放弃了合作,“这是正确而艰难的决定,因为京东能给的解决方案相比菜鸟更有吸引力。”</p><p>现在情况不同了。我们此前分析,淘天接入微信支付,将会让支付宝在线上支付的市场份额短期承压;淘天接入京东物流也类似,将给同样在阿里体系内的物流系统菜鸟,带来一些挑战。</p><p>一位物流行业分析师认为,双方从封闭到开放,最核心的推动力是降本。</p><p>淘天在 2023 年 5 月已经成立了自己的物流部门。从当时的组织设计和招聘需求看,淘天物流部主要负责物流供应链的协调和管理——为商家制定物流解决方案、仓储管理、履约标准等,但一线运营仍交给快递公司。</p><p>原先消费者在淘天买到东西不满意,想退货或者换货,负责收件的是菜鸟裹裹,但现在淘天自有物流部门直接负责这一业务,直连快递公司总部,将退换货重新招标和分配,以换取更低的成本和更高的运营效率。上述物流分析师形容,“就是算账,去除中间商,谁能提供更低的价格,谁就有竞争力。”</p><p>我们还了解到,时隔 13 年,京东将重新接入支付宝。2011 年 5 月,京东商城宣布终止与支付宝合作。根据当时的媒体报道,支付宝的费率是其他第三方支付商的四倍,京东为此一年多支付五六百万元。拼多多一直可以用支付宝和微信支付,但同样自己在 2020 年底做多多支付,也是想做 “闭环”。</p><p>但今天,无论线上还是线下,支付宝和微信支付都已经成为大多数中国人都离不开的支付基础设施;而京东支付从服务京东自己起步,我们了解到,京东支付已通过和主流支付方式的互联互通逐渐打开外部市场,也正在加快接入包括阿里系在内的其他互联网平台。</p><p>接入支付宝之后,京东多了一个每月 9 亿用户使用的支付渠道,虽然它早在 10 年前就已经接入微信支付,后者如今月活用户已经超过 10 亿。</p><p>与京东打通后,支付宝有望拿回一点原本因为淘天引入微信支付而丢掉的份额,但不会太多。</p><p><strong>平台的基础设施几乎都已开放,但还远不通畅</strong></p><p>互联网平台的物流和支付工具,在今天能成为社会基础设施,很大程度上仰赖于它们全面竞争的时代 —— 什么都要自己做,大公司们依靠投资、建立封闭体系,尽可能在自己的地盘上完成商业闭环、挤压对手。</p><p>2013 年,意识到物流服务拖累了电商发展的阿里,联合几家快递公司成立菜鸟网络,用轻资产方式做物流生意。同一年,已经和支付宝停止合作、拿到支付牌照的京东正式进军支付领域,并在次年推出比 “花呗” 更早的先消费、后付款产品 “京东白条”。</p><p>当监管环境变化、竞争更残酷,平台们不得不放弃自己的封闭体系和赢家通吃的思维,集合一切力量和手段抓住用户。</p><p>据蚂蚁集团 2020 年招股书,淘天只占支付宝全年交易总额的约 6%;菜鸟和京东物流的外部客户收入占比如今都达到约 70%。没那么依赖内部集团、寻求更多外部合作,是双方打通物流和支付基础设施的另一大前提。</p><p>现在,互联网主要平台的基础设施几乎都已开放。</p><p>所有电商、外卖、打车等主流交易类平台,目前都可以同时使用微信支付和支付宝。淘天、拼多多的平台商家和京东第三方商家,都可以使用市面上的主流快递公司。而需要打通更多数据和接口的小程序,阿里曾经的竞争对手 —— 京东的快递、到家等业务和美团几乎全线业务都入驻了支付宝小程序,阿里体系的盒马、饿了么、闲鱼等业务也都接入了微信小程序。</p><p>依然还有例外。多位商家说,他们最关心淘宝什么时候入驻微信小程序。在支付宝上,阿里核心电商的竞争对手们 —— 京东、拼多多、抖音也都还没开通小程序。</p><p>即使互联网公司都已经互相开放,但仍处于初级阶段,旧庭高垣开了一扇新门,还远不通畅。</p><p>大家互相开放,但仍有芥蒂。比如,支付宝仍藏在美团、大众点评支付选项的下拉菜单里,微信支付藏在抖音的下拉菜单;同样是分享商品链接到微信,抖音只能分享乱码形式的口令,淘宝是商品的文字链接,拼多多是商品链接卡片,京东则直接是微信小程序。</p><p>每个平台也都更倾向自己的业务。今年开始,拼多多百亿补贴频道的特定商品仅支持多多支付,比如 iPhone 16 等苹果新品;京东最近声势浩大的服饰五折活动,也是需要用京东支付,才可以享受满 300-150、满 200-100 元等大额优惠。</p><p>以前,拼多多还曾要求用户只能用 App 下单结算,不支持小程序内购买,以引导更多用户下载拼多多的应用。微信官方于 2021 年 5 月停止了提供小程序跳转至 App 的技术服务。现在京东和拼多多的微信小程序都可以直接下单付款,但只能选择微信支付,而非京东支付和多多支付。</p><p>当所有平台都能选择一样的基础设施,竞争将回到效率本身。</p></body></html>","source":"wandian","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>阿里京东互相开放:京东物流进淘宝,支付宝进京东</title>\n<style 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}\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n阿里京东互相开放:京东物流进淘宝,支付宝进京东\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-26 17:20 北京时间 <a href=https://mp.weixin.qq.com/s/Sb2M5gMSh1kVQlaYAgmJoQ><strong>晚点LatePost</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>根据了解,淘宝天猫即将正式接入京东物流,预计于 10 月中旬上线,此后淘天商家在系统中选择商品寄送方式时,将多一个京东物流的选项。与此同时,京东也将接入菜鸟速递和菜鸟驿站 —— 两者分别是菜鸟的自营快递品牌和代收包裹的站点。京东也将正式接入支付宝支付,预计在双 11 前夕推出。目前消费者在京东下单,默认的支付方式排序依次为京东支付、云闪付、微信支付等。据悉,双方在物流和支付上的合作今天都已达成一致...</p>\n\n<a href=\"https://mp.weixin.qq.com/s/Sb2M5gMSh1kVQlaYAgmJoQ\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/c2c41b66a7959b34c501d1da9dd12932","relate_stocks":{"09988":"阿里巴巴-W","JD":"京东","BABA":"阿里巴巴","09618":"京东集团-SW"},"source_url":"https://mp.weixin.qq.com/s/Sb2M5gMSh1kVQlaYAgmJoQ","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1116328671","content_text":"根据了解,淘宝天猫即将正式接入京东物流,预计于 10 月中旬上线,此后淘天商家在系统中选择商品寄送方式时,将多一个京东物流的选项。与此同时,京东也将接入菜鸟速递和菜鸟驿站 —— 两者分别是菜鸟的自营快递品牌和代收包裹的站点。京东也将正式接入支付宝支付,预计在双 11 前夕推出。目前消费者在京东下单,默认的支付方式排序依次为京东支付、云闪付、微信支付等。据悉,双方在物流和支付上的合作今天都已达成一致。这是阿里和京东两个电商平台成立 20 多年来,最大程度的一次握手。多年来,两家公司互相对抗、提防,用流量、佣金、补贴等争夺商家和消费者,营销舆论互相呛声,各自都建立起了物流、支付等高墙垒垒的独立体系,一路竞争,又一起长大,然后在前几年遇上了更年轻的共同对手。既然淘宝都已接入微信支付,阿里和京东的互相开放也不让人意外。9 月 26 日,淘宝正式向消费者宣布新增微信支付,我们了解到,微信支付预计将于 9 月底全量接入淘天商家,目前已有超九成的商家开通该服务。至此,中国几个最大的互联网平台各自的基础设施,差不多真正成为了通用商业基础设施。这也延续了此前的趋势,竞争终将消解一切垄断,所有业务动作都要算账 —— 选择最有效的合作方,追求最极致的效率,迎接未来的残酷竞争。阿里拥抱京东物流,京东拆掉支付墙多位行业人士和淘宝商家说,淘宝增加一个京东物流配送的选项,影响不会太大,但也会带来新的可能性。在此之前,淘宝商家能选择的电商快递服务商里,服务好且便捷的有顺丰,性价比高的有通达系(中通、圆通、申通、韵达)和极兔。拼多多是在 2022 年 3 月将京东物流接入平台。行业一般将京东物流的快递业务和顺丰进行比较,相比通达系,它们的单价更高、时效更快,都能送货上门。京东物流离商品更近,其仓配一体的供应链网络是它区别于其他物流公司的最大特点。据我们了解,2023 年三季度,三通一达(中通、圆通、申通、韵达)合计在淘系电商包裹量中的份额占比近八成,而顺丰只占 6% 左右,差不多是第五名极兔的一半。不过,对商家和消费者来说,大平台之间愿意开放接口和数据,多一个选择,没有坏处,“痛则思变,总得有人主动。” 一位女装商家说。原先商家需要把商品在淘天和京东上分成两盘货,分别管理,淘天加入京东物流的选项后,未来有希望整合成一盘货品,可以帮助商家提高商品周转率,也能帮助提升消费者的体验。对京东物流来说,淘天商家的接入,一定能带来其快递单量的增长。另一个好处是,未来如果足够通畅,商家可以将一部分货放在京东的仓库里,在接到淘宝的订单后直接发货,增加商家使用京东仓储的规模。一些天猫品牌商家已经在用京东物流的仓储管理服务。区别于传统的快递公司,京东物流还提供一体化供应链解决方案。今年上半年该项收入为 418 亿元,占比近半,其大客户除了京东零售,还包括沃尔沃、理想、飞鹤、波司登等行业客户。一体化供应链指的是京东物流从销售环节就开始介入,帮助行业客户预测销量、管理订单以及仓储配送,以减少履约成本和交付时间。京东物流目前在国内运营超过 1600 个仓库和 2000 多个云仓,还包括 40 余座智能化程度高的亚洲一号智能物流园区,即使在西藏、新疆等地区,京东物流也能实现最快当日到达。菜鸟的国内供应链业务对标京东物流,近年来也开始自建仓储和中转体系,最大客户是阿里自营的天猫超市,但规模效应还比不上投入更早、更重的京东物流。一位淘天人士说,此前,包括天猫超市在内的好几个淘天自营业务都和京东物流谈过合作,且已经有实质进展,但最后还是放弃了合作,“这是正确而艰难的决定,因为京东能给的解决方案相比菜鸟更有吸引力。”现在情况不同了。我们此前分析,淘天接入微信支付,将会让支付宝在线上支付的市场份额短期承压;淘天接入京东物流也类似,将给同样在阿里体系内的物流系统菜鸟,带来一些挑战。一位物流行业分析师认为,双方从封闭到开放,最核心的推动力是降本。淘天在 2023 年 5 月已经成立了自己的物流部门。从当时的组织设计和招聘需求看,淘天物流部主要负责物流供应链的协调和管理——为商家制定物流解决方案、仓储管理、履约标准等,但一线运营仍交给快递公司。原先消费者在淘天买到东西不满意,想退货或者换货,负责收件的是菜鸟裹裹,但现在淘天自有物流部门直接负责这一业务,直连快递公司总部,将退换货重新招标和分配,以换取更低的成本和更高的运营效率。上述物流分析师形容,“就是算账,去除中间商,谁能提供更低的价格,谁就有竞争力。”我们还了解到,时隔 13 年,京东将重新接入支付宝。2011 年 5 月,京东商城宣布终止与支付宝合作。根据当时的媒体报道,支付宝的费率是其他第三方支付商的四倍,京东为此一年多支付五六百万元。拼多多一直可以用支付宝和微信支付,但同样自己在 2020 年底做多多支付,也是想做 “闭环”。但今天,无论线上还是线下,支付宝和微信支付都已经成为大多数中国人都离不开的支付基础设施;而京东支付从服务京东自己起步,我们了解到,京东支付已通过和主流支付方式的互联互通逐渐打开外部市场,也正在加快接入包括阿里系在内的其他互联网平台。接入支付宝之后,京东多了一个每月 9 亿用户使用的支付渠道,虽然它早在 10 年前就已经接入微信支付,后者如今月活用户已经超过 10 亿。与京东打通后,支付宝有望拿回一点原本因为淘天引入微信支付而丢掉的份额,但不会太多。平台的基础设施几乎都已开放,但还远不通畅互联网平台的物流和支付工具,在今天能成为社会基础设施,很大程度上仰赖于它们全面竞争的时代 —— 什么都要自己做,大公司们依靠投资、建立封闭体系,尽可能在自己的地盘上完成商业闭环、挤压对手。2013 年,意识到物流服务拖累了电商发展的阿里,联合几家快递公司成立菜鸟网络,用轻资产方式做物流生意。同一年,已经和支付宝停止合作、拿到支付牌照的京东正式进军支付领域,并在次年推出比 “花呗” 更早的先消费、后付款产品 “京东白条”。当监管环境变化、竞争更残酷,平台们不得不放弃自己的封闭体系和赢家通吃的思维,集合一切力量和手段抓住用户。据蚂蚁集团 2020 年招股书,淘天只占支付宝全年交易总额的约 6%;菜鸟和京东物流的外部客户收入占比如今都达到约 70%。没那么依赖内部集团、寻求更多外部合作,是双方打通物流和支付基础设施的另一大前提。现在,互联网主要平台的基础设施几乎都已开放。所有电商、外卖、打车等主流交易类平台,目前都可以同时使用微信支付和支付宝。淘天、拼多多的平台商家和京东第三方商家,都可以使用市面上的主流快递公司。而需要打通更多数据和接口的小程序,阿里曾经的竞争对手 —— 京东的快递、到家等业务和美团几乎全线业务都入驻了支付宝小程序,阿里体系的盒马、饿了么、闲鱼等业务也都接入了微信小程序。依然还有例外。多位商家说,他们最关心淘宝什么时候入驻微信小程序。在支付宝上,阿里核心电商的竞争对手们 —— 京东、拼多多、抖音也都还没开通小程序。即使互联网公司都已经互相开放,但仍处于初级阶段,旧庭高垣开了一扇新门,还远不通畅。大家互相开放,但仍有芥蒂。比如,支付宝仍藏在美团、大众点评支付选项的下拉菜单里,微信支付藏在抖音的下拉菜单;同样是分享商品链接到微信,抖音只能分享乱码形式的口令,淘宝是商品的文字链接,拼多多是商品链接卡片,京东则直接是微信小程序。每个平台也都更倾向自己的业务。今年开始,拼多多百亿补贴频道的特定商品仅支持多多支付,比如 iPhone 16 等苹果新品;京东最近声势浩大的服饰五折活动,也是需要用京东支付,才可以享受满 300-150、满 200-100 元等大额优惠。以前,拼多多还曾要求用户只能用 App 下单结算,不支持小程序内购买,以引导更多用户下载拼多多的应用。微信官方于 2021 年 5 月停止了提供小程序跳转至 App 的技术服务。现在京东和拼多多的微信小程序都可以直接下单付款,但只能选择微信支付,而非京东支付和多多支付。当所有平台都能选择一样的基础设施,竞争将回到效率本身。","news_type":1},"isVote":1,"tweetType":1,"viewCount":198,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":353464529748272,"gmtCreate":1727331952790,"gmtModify":1727334464399,"author":{"id":"4187352046253712","authorId":"4187352046253712","name":"jack yang","avatar":"https://static.tigerbbs.com/30a004370314d233be0e7035a3a419ff","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187352046253712","idStr":"4187352046253712"},"themes":[],"htmlText":"队长,我还没上车,别丢下我","listText":"队长,我还没上车,别丢下我","text":"队长,我还没上车,别丢下我","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/353464529748272","isVote":1,"tweetType":1,"viewCount":300,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":382925143859432,"gmtCreate":1734516817603,"gmtModify":1734516819188,"author":{"id":"4187352046253712","authorId":"4187352046253712","name":"jack yang","avatar":"https://static.tigerbbs.com/30a004370314d233be0e7035a3a419ff","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187352046253712","idStr":"4187352046253712"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"0\"></v-v> 给个机会,我等着120all in。都怪马斯克被审查了","listText":"<a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$ </a><v-v data-views=\"0\"></v-v> 给个机会,我等着120all in。都怪马斯克被审查了","text":"$英伟达(NVDA)$ 给个机会,我等着120all in。都怪马斯克被审查了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/382925143859432","isVote":1,"tweetType":1,"viewCount":261,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":380982009102720,"gmtCreate":1734057283161,"gmtModify":1734057285014,"author":{"id":"4187352046253712","authorId":"4187352046253712","name":"jack yang","avatar":"https://static.tigerbbs.com/30a004370314d233be0e7035a3a419ff","crmLevel":7,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4187352046253712","idStr":"4187352046253712"},"themes":[],"htmlText":"据说,国外的店铺不能卖5090给中国人。如果是真的,那真过分了","listText":"据说,国外的店铺不能卖5090给中国人。如果是真的,那真过分了","text":"据说,国外的店铺不能卖5090给中国人。如果是真的,那真过分了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/380982009102720","repostId":"1101918667","repostType":2,"repost":{"id":"1101918667","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":1734001164,"share":"https://www.laohu8.com/m/news/1101918667?lang=&edition=full","pubTime":"2024-12-12 18:59","market":"us","language":"zh","title":"英伟达中国: 断供传闻不实,中国是重要市场","url":"https://stock-news.laohu8.com/highlight/detail?id=1101918667","media":"老虎资讯综合","summary":"12月12日消息,$英伟达(NVDA)$中国官方$微博(WB)$发声明,称近日社交媒体上传英伟达断供中国为不实传闻。公司表示,中国是NVIDIA重要的市场,未来将持续为中国客户提供高质量服务。","content":"<html><head></head><body><p>12月12日消息,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>中国官方<a href=\"https://laohu8.com/S/WB\">微博</a>发声明,称近日社交媒体上传英伟达断供中国为不实传闻。公司表示,中国是NVIDIA重要的市场,未来将持续为中国客户提供高质量服务。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c09b908585c2d947dcb7c580bcca1cc\" tg-width=\"753\" tg-height=\"568\"/></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>英伟达中国: 断供传闻不实,中国是重要市场</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英伟达中国: 断供传闻不实,中国是重要市场\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\">2024-12-12 18:59</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>12月12日消息,<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>中国官方<a href=\"https://laohu8.com/S/WB\">微博</a>发声明,称近日社交媒体上传英伟达断供中国为不实传闻。公司表示,中国是NVIDIA重要的市场,未来将持续为中国客户提供高质量服务。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/7c09b908585c2d947dcb7c580bcca1cc\" tg-width=\"753\" tg-height=\"568\"/></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","BK4567":"ESG概念","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","BK4554":"元宇宙及AR概念","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00BQXX3C00.GBP":"GUINNESS GLOBAL INNOVATORS \"C\" (GBP) ACC","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","IE00BQXX3F31.USD":"GUINNESS GLOBAL INNOVATORS \"C\" (USD) ACC","NVDA":"英伟达","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","BK4549":"软银资本持仓","IE00BKVL7J92.USD":"Legg Mason ClearBridge - US Equity Sustainability Leaders A Acc USD","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4548":"巴美列捷福持仓","BK4598":"佩洛西持仓","BK4532":"文艺复兴科技持仓","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1101918667","content_text":"12月12日消息,英伟达中国官方微博发声明,称近日社交媒体上传英伟达断供中国为不实传闻。公司表示,中国是NVIDIA重要的市场,未来将持续为中国客户提供高质量服务。","news_type":1},"isVote":1,"tweetType":1,"viewCount":74,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}