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- 奋斗的少年奋斗的少年
  ·2023-06-16
  microsoft
  英伟达、苹果之后，微软刚刚创了历史新高
  科技股继续引领美股市场，微软股价创下了历史新高。美东时间周四，微软股价收盘上涨3.19%至348.10美元，股价创下历史新高，成为英伟达和苹果之后，今年第三家市值达到新高的大型科技公司，总市值约2.6万亿美元。在过去的一年里，微软创造了近2080亿美元的总收入。芯片巨头英伟达就是最大的受益者，其股价今年以来飙升了192%，成为今年标普500指数中表现最好的股票。
  英伟达、苹果之后，微软刚刚创了历史新高
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- 奋斗的少年奋斗的少年
  ·2023-06-10
  apple
  台积电芯片代工价格曝光 3nm要14万苹果得大出血了
  据悉，当前台积电代工芯片的价格一直在稳步上涨。目前，在2023年，台积电的3nm晶圆代工价格为19150美元/一片晶圆，这大约相当于14万元人民币。和5nm晶圆的13400美元相比，上涨了超过40%。其中，苹果应该是台积电最为重要的客户之一。而A17芯片则将会采用台积电的3nm工艺打造，这也是苹果首款3nm的A系列芯。据悉，苹果方面已经预定了台积电今年超过90%的3nm产能，以满足自己庞大的芯片需求。
  台积电芯片代工价格曝光 3nm要14万苹果得大出血了
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09:17","market":"us","language":"zh","title":"英伟达、苹果之后，微软刚刚创了历史新高","url":"https://stock-news.laohu8.com/highlight/detail?id=2343187041","media":"华尔街见闻","summary":"科技股继续引领美股市场，微软股价创下了历史新高。美东时间周四，微软股价收盘上涨3.19%至348.10美元，股价创下历史新高，成为英伟达和苹果之后，今年第三家市值达到新高的大型科技公司，总市值约2.6万亿美元。在过去的一年里，微软创造了近2080亿美元的总收入。芯片巨头英伟达就是最大的受益者，其股价今年以来飙升了192%，成为今年标普500指数中表现最好的股票。","content":"<html><head></head><body><blockquote>在高管预测每年将在人工智能领域创造超过百亿美元的收入后，<a href=\"https://laohu8.com/S/MSFT\">微软</a>股价周四创下了历史新高，总市值达到了约2.6万亿美元。</blockquote><p>科技股继续引领美股市场，<a href=\"https://laohu8.com/S/MSFT\">微软</a>股价创下了历史新高。</p><p>美东时间周四，微软股价收盘上涨3.19%至348.10美元，股价创下历史新高，成为<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>和<a href=\"https://laohu8.com/S/AAPL\">苹果</a>之后，今年第三家市值达到新高的大型科技公司，总市值约2.6万亿美元。今年迄今为止，微软的股价涨幅达到了45%，市值增加了约8006亿美元。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/b7d60914e4b46645cb5d5be7061822a5\" tg-width=\"560\" tg-height=\"240\"/></p><p><strong>本周，微软首席财务官 Amy Hood 预计，在人工智能方面，微软每年可以从其 Azure 云或 OpenAI 模型的开发者那里获得超过100亿美元的收入。</strong></p><p>Hood 此前预计今年第四财季微软 Azure 云业务将同比增长26%至27%，其中1%来自人工智能服务。她表示，“下一代人工智能业务将是我们历史上增长最快的100亿美元业务”。在过去的一年里，微软创造了近2080亿美元的总收入。</p><p><strong>目前，微软正努力在其产品和服务套件中引入生成式人工智能功能，以此来彻底改造其整个 Office 产品阵容，包括Excel、PowerPoint、Outlook和Word。</strong>这也符合微软一直以来专注于技术落地的理念。微软首席执行官 Satya Nadella 表示，为了技术而炒作技术是没有意义的，所有这些技术转变只有在现实世界中有所作为时才有用。</p><p><a href=\"https://laohu8.com/S/JPM\">摩根大通</a>分析师将微软的目标价从315美元上调至了350美元。该行分析师写道：“虽然和很多云厂商一样，微软的云业务增速持续放缓，但我们认为它为安全业务以及现在的前瞻性OpenAI/ChatGPT投资播下了长期成功的种子。”</p><p>作为OpenAI的最大股东、最大的资金支持者和关键技术合作伙伴，微软今年1月宣布将向OpenAI再投资100亿美元。在很大程度上，微软现在有责任将ChatGPT的热潮转化为真正赚钱的一项业务。尽管OpenAI无疑是硅谷当前最热门的初创公司，但在很多方面，它更像是微软旗下最有前途的子公司。</p><p>据 Evercore ISI 的分析师 Kirk Materne 预测，微软办公应用程序的 Copilots 可能的定价可能为每月10美元，这在未来四年内将转化为高达480亿美元的额外年收入。Materne估计，到2027年，<strong>微软从OpenAI支持的功能中获得的收入可能达到990亿美元。</strong></p><p>如今，微软已经将硅谷在过去十几年间形成的固定权力结构搅得天翻地覆，不仅让投资者重新注意到自己，更让曾经领先的竞争对手<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>奋起直追。投资公司 Bokeh Capital Partners 的首席投资官兼创始人 Kim Forrest 表示：“微软是AI领域毫无疑问的领导者，<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>已经被完全超越了。”</p><p>由于市场对人工智能AI的热情越来越高涨，科技股今年可谓是“开局大吉”，一大批投资者将资金投向了最能从AI革命中获益的股票。芯片巨头<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>就是最大的受益者，其股价今年以来飙升了192%，成为今年标普500指数中表现最好的股票。</p></body></html>","source":"tencent","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、苹果之后，微软刚刚创了历史新高</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、苹果之后，微软刚刚创了历史新高\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-16 09:17 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230616092118827ed678&s=b><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在高管预测每年将在人工智能领域创造超过百亿美元的收入后，微软股价周四创下了历史新高，总市值达到了约2.6万亿美元。科技股继续引领美股市场，微软股价创下了历史新高。美东时间周四，微软股价收盘上涨3.19%至348.10美元，股价创下历史新高，成为英伟达和苹果之后，今年第三家市值达到新高的大型科技公司，总市值约2.6万亿美元。今年迄今为止，微软的股价涨幅达到了45%，市值增加了约8006亿美元。本周，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230616092118827ed678&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/40ec3def981bd8ed848cbde61f044f04","relate_stocks":{"LU1551013342.USD":"Allianz Income and Growth Cl AMg2 DIS USD","GB00BDT5M118.USD":"天利环球扩展Alpha基金A Acc","LU0056508442.USD":"贝莱德世界科技基金A2","BK4585":"ETF&股票定投概念","BK4576":"AR","LU0080751232.USD":"富达环球多元动力基金A","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","BK4533":"AQR资本管理(全球第二大对冲基金)","BK4566":"资本集团","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU0308772762.SGD":"Blackrock Global Allocation A2 SGD-H","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","LU0820561909.HKD":"ALLIANZ INCOME AND GROWTH \"AM\" (HKD) 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云业务将同比增长26%至27%，其中1%来自人工智能服务。她表示，“下一代人工智能业务将是我们历史上增长最快的100亿美元业务”。在过去的一年里，微软创造了近2080亿美元的总收入。目前，微软正努力在其产品和服务套件中引入生成式人工智能功能，以此来彻底改造其整个 Office 产品阵容，包括Excel、PowerPoint、Outlook和Word。这也符合微软一直以来专注于技术落地的理念。微软首席执行官 Satya Nadella 表示，为了技术而炒作技术是没有意义的，所有这些技术转变只有在现实世界中有所作为时才有用。摩根大通分析师将微软的目标价从315美元上调至了350美元。该行分析师写道：“虽然和很多云厂商一样，微软的云业务增速持续放缓，但我们认为它为安全业务以及现在的前瞻性OpenAI/ChatGPT投资播下了长期成功的种子。”作为OpenAI的最大股东、最大的资金支持者和关键技术合作伙伴，微软今年1月宣布将向OpenAI再投资100亿美元。在很大程度上，微软现在有责任将ChatGPT的热潮转化为真正赚钱的一项业务。尽管OpenAI无疑是硅谷当前最热门的初创公司，但在很多方面，它更像是微软旗下最有前途的子公司。据 Evercore ISI 的分析师 Kirk Materne 预测，微软办公应用程序的 Copilots 可能的定价可能为每月10美元，这在未来四年内将转化为高达480亿美元的额外年收入。Materne估计，到2027年，微软从OpenAI支持的功能中获得的收入可能达到990亿美元。如今，微软已经将硅谷在过去十几年间形成的固定权力结构搅得天翻地覆，不仅让投资者重新注意到自己，更让曾经领先的竞争对手谷歌奋起直追。投资公司 Bokeh Capital Partners 的首席投资官兼创始人 Kim Forrest 表示：“微软是AI领域毫无疑问的领导者，谷歌已经被完全超越了。”由于市场对人工智能AI的热情越来越高涨，科技股今年可谓是“开局大吉”，一大批投资者将资金投向了最能从AI革命中获益的股票。芯片巨头英伟达就是最大的受益者，其股价今年以来飙升了192%，成为今年标普500指数中表现最好的股票。","news_type":1},"isVote":1,"tweetType":1,"viewCount":221,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":185691854602392,"gmtCreate":1686374294406,"gmtModify":1686374588536,"author":{"id":"3463490184374307","authorId":"3463490184374307","name":"奋斗的少年","avatar":"https://static.tigerbbs.com/929a6396ff4c5af46aae4e0e1b1abe95","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3463490184374307","authorIdStr":"3463490184374307"},"themes":[],"htmlText":"apple","listText":"apple","text":"apple","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/185691854602392","repostId":"2342583585","repostType":2,"repost":{"id":"2342583585","kind":"news","pubTimestamp":1686321082,"share":"https://www.laohu8.com/m/news/2342583585?lang=&edition=full","pubTime":"2023-06-09 22:31","market":"us","language":"zh","title":"台积电芯片代工价格曝光 3nm要14万 苹果得大出血了","url":"https://stock-news.laohu8.com/highlight/detail?id=2342583585","media":"手机中国","summary":"据悉，当前台积电代工芯片的价格一直在稳步上涨。目前，在2023年，台积电的3nm晶圆代工价格为19150美元/一片晶圆，这大约相当于14万元人民币。和5nm晶圆的13400美元相比，上涨了超过40%。其中，苹果应该是台积电最为重要的客户之一。而A17芯片则将会采用台积电的3nm工艺打造，这也是苹果首款3nm的A系列芯。据悉，苹果方面已经预定了台积电今年超过90%的3nm产能，以满足自己庞大的芯片需求。","content":"<html><body><article><p>【手机中国新闻】近日，手机中国注意到，有海外网友在推特上曝光了<a href=\"https://laohu8.com/S/TSM\">台积电</a>代工芯片的价格信息。据悉，当前台积电代工芯片的价格一直在稳步上涨。目前，在2023年，台积电的3nm晶圆代工价格为19150美元/一片晶圆，这大约相当于14万元人民币。和5nm晶圆的13400美元（约合人民币9.55万元）相比，上涨了超过40%。和7nm晶圆的10235美元（约合人民币7.3万元）相比，则上涨了大约100%。</p><img src=\"https://inews.gtimg.com/om_bt/OqKuFfGM_LZwwQtVjTN53y7rTS_3b5731yLbMvb-6-qhkAA/0\"/><p>当前，台积电是全球范围内，最为主要的芯片代工厂商，我们比较熟悉的<a href=\"https://laohu8.com/S/QCOM\">高通</a>、联发科、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>、AMD等企业均和台积电存在密切的合作关系。其中，苹果应该是台积电最为重要的客户之一。根据此前流出的消息，苹果将在今年下半年发布的iPhone 15系列机型上，采用全新的A17芯片。而A17芯片则将会采用台积电的3nm工艺打造，这也是苹果首款3nm的A系列芯。除了A17以外，苹果应用于iPad和Mac上的M3芯片也很有可能会使用台积电的3nm工艺。据悉，苹果方面已经预定了台积电今年超过90%的3nm产能，以满足自己庞大的芯片需求。</p><img src=\"https://inews.gtimg.com/om_bt/OHIaeWkyA0BEWCNwE9DT6G8hR4Pmt13Lc2POHPJoWqAPoAA/0\"/><p>根据相关数据，在2023年5月份，台积电的收入为1764亿元新台币（约合人民币409亿元），同比减少4.9%，环比增长19.4%。同时，在2023年的前五个月，台积电总计收入为8330亿新台币（约合人民币1931亿元）。</p></article></body></html>","source":"tencent","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>台积电芯片代工价格曝光 3nm要14万 苹果得大出血了</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台积电芯片代工价格曝光 3nm要14万 苹果得大出血了\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-06-09 22:31 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230609223546826ecc1b&s=b><strong>手机中国</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>【手机中国新闻】近日，手机中国注意到，有海外网友在推特上曝光了台积电代工芯片的价格信息。据悉，当前台积电代工芯片的价格一直在稳步上涨。目前，在2023年，台积电的3nm晶圆代工价格为19150美元/一片晶圆，这大约相当于14万元人民币。和5nm晶圆的13400美元（约合人民币9.55万元）相比，上涨了超过40%。和7nm晶圆的10235美元（约合人民币7.3万元）相比，则上涨了大约100%。当前，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20230609223546826ecc1b&s=b\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00B3M56506.USD":"NEUBERGER BERMAN EMERGING MARKETS EQUITY \"A\" (USD) ACC","BK4581":"高盛持仓","LU0444971666.USD":"天利全球科技基金","BK4505":"高瓴资本持仓","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","BK4548":"巴美列捷福持仓","AAPL":"苹果","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","IE0009356076.USD":"JANUS 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15系列机型上，采用全新的A17芯片。而A17芯片则将会采用台积电的3nm工艺打造，这也是苹果首款3nm的A系列芯。除了A17以外，苹果应用于iPad和Mac上的M3芯片也很有可能会使用台积电的3nm工艺。据悉，苹果方面已经预定了台积电今年超过90%的3nm产能，以满足自己庞大的芯片需求。根据相关数据，在2023年5月份，台积电的收入为1764亿元新台币（约合人民币409亿元），同比减少4.9%，环比增长19.4%。同时，在2023年的前五个月，台积电总计收入为8330亿新台币（约合人民币1931亿元）。","news_type":1},"isVote":1,"tweetType":1,"viewCount":436,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":false}