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- 牛cow牛cow
  ·07-22 16:21
  优秀
  媒体：英伟达正与中国企业联合研发新特供AI芯片B20
  英为财情Investing.com – 据媒体报道，全球市值最高芯片公司英伟达正计划在符合美国对华出口管制规定的情况下，开发一款名为“B20”的旗舰人工智能芯片，以满足中国市场的需求。消息指，英伟达将与浪潮集团——其在中国的重要分销商之一——合作，共同研发这款芯片。当前，NVIDIA在中国市场推出的AI产品，如H20系列，旨在遵守美国对中国的技术出口限制。今年三月，NVIDIA推出了“Blackwell”系列芯片，预计于2024年下半年投入生产。
  媒体：英伟达正与中国企业联合研发新特供AI芯片B20
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- 牛cow牛cow
  ·07-11
  闭嘴吧比tsla强
  “木头姐”再谈英伟达：短期内将面临挑战
  在最近的一封致投资者信中，方舟投资管理公司CEO凯茜·伍德强调了对$英伟达$的早期投资在她的公司业绩中的关键作用，尽管她认为$英伟达$在短期内面临挑战。英伟达股价周三收于134.91美元，上涨2.69%。今年迄今，英伟达股价飙升了180.07%。
  “木头姐”再谈英伟达：短期内将面临挑战
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href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVIDIA)(NASDAQ:NVDA)正计划在符合美国对华出口管制规定的情况下，开发一款名为“B20”的旗舰人工智能芯片，以满足中国市场的需求。</p>\n<p>消息指，英伟达将与浪潮集团——其在中国的重要分销商之一——合作，共同研发这款芯片。当前，NVIDIA在中国市场推出的AI产品，如H20系列，旨在遵守美国对中国的技术出口限制。然而，有迹象表明，由于本土芯片制造商如华为的激烈竞争，这些产品在中国市场的销售表现不佳。</p><blockquote>\n<p><strong><em>财报季，美股资料多到头晕？解锁InvestingPro</em></strong><strong><em>，一眼掌握财务、股息、估值要点！</em></strong><em>点击这里了解详情</em><em>。</em></p>\n</blockquote><p>今年三月，NVIDIA推出了“Blackwell”系列芯片，预计于2024年下半年投入生产。该系列芯片专门针对大规模语言模型的计算需求设计，迎合了过去一年AI领域迅速增长的兴趣。这一举措不仅体现了NVIDIA对AI技术发展的重视，也反映了其在全球AI竞赛中的战略定位。</p>\n<p>AI技术的蓬勃发展为NVIDIA带来了丰厚的收益，公司的市值随之飙升，成为华尔街最具价值的公司之一。对于此次关于B20芯片的报道，NVIDIA尚未作出回应。</p>\n<p>通过与中国重要合作伙伴浪潮集团的合作，NVIDIA有望在遵守美国管制的同时，继续拓展其在中国这一庞大市场的影响力。</p>\n<p>***</p>\n<p><strong><em>怕高位接盘？</em><em>InvestingPro</em><em>精准估值，助你避开股市雷区！</em></strong>夏日狂飙，InvestingPro优惠炸裂，折扣大升级40%→50%，点击即领！</p>\n<p><img height=\"\" src=\"https://d6-invdn-com.investing.com/content/624c610a02a6591dab88518efdc5c79e.png\" title=\"\" width=\"\"/></p>\n<p>编译：刘川</p>\n<p>英为财情Investing.com：YouTube频道@investingcomhk ； X账号@InvestingCN</p></body></html>","source":"investing_news","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>媒体：英伟达正与中国企业联合研发新特供AI芯片B20</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{ 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据媒体报道，全球市值最高芯片公司英伟达(NVIDIA)(NASDAQ:NVDA)正计划在符合美国对华出口管制规定的情况下，开发一款名为“B20”的旗舰人工智能芯片，以满足中国市场的需求。\n消息指，英伟达将与浪潮集团——其在中国的重要分销商之一——合作，共同研发这款芯片。当前，NVIDIA在中国市场推出的AI产品，如H20系列，旨在遵守美国对中国的技术出口限制。然而，有迹象表明，由于本土芯片制造商如华为的激烈竞争，这些产品在中国市场的销售表现不佳。\n财报季，美股资料多到头晕？解锁InvestingPro，一眼掌握财务、股息、估值要点！点击这里了解详情。\n今年三月，NVIDIA推出了“Blackwell”系列芯片，预计于2024年下半年投入生产。该系列芯片专门针对大规模语言模型的计算需求设计，迎合了过去一年AI领域迅速增长的兴趣。这一举措不仅体现了NVIDIA对AI技术发展的重视，也反映了其在全球AI竞赛中的战略定位。\nAI技术的蓬勃发展为NVIDIA带来了丰厚的收益，公司的市值随之飙升，成为华尔街最具价值的公司之一。对于此次关于B20芯片的报道，NVIDIA尚未作出回应。\n通过与中国重要合作伙伴浪潮集团的合作，NVIDIA有望在遵守美国管制的同时，继续拓展其在中国这一庞大市场的影响力。\n***\n怕高位接盘？InvestingPro精准估值，助你避开股市雷区！夏日狂飙，InvestingPro优惠炸裂，折扣大升级40%→50%，点击即领！\n\n编译：刘川\n英为财情Investing.com：YouTube频道@investingcomhk ； X账号@InvestingCN","news_type":1},"isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":326456243933304,"gmtCreate":1720702765247,"gmtModify":1720703022174,"author":{"id":"3555303324340279","authorId":"3555303324340279","name":"牛cow","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false},"themes":[],"htmlText":"闭嘴吧 比tsla强","listText":"闭嘴吧 比tsla强","text":"闭嘴吧 比tsla强","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/326456243933304","repostId":"2450807320","repostType":2,"repost":{"id":"2450807320","pubTimestamp":1720676733,"share":"https://www.laohu8.com/m/news/2450807320?lang=&edition=full","pubTime":"2024-07-11 13:45","market":"us","language":"zh","title":"“木头姐”再谈英伟达：短期内将面临挑战","url":"https://stock-news.laohu8.com/highlight/detail?id=2450807320","media":"环球市场播报","summary":"在最近的一封致投资者信中，方舟投资管理公司CEO凯茜·伍德强调了对$英伟达$的早期投资在她的公司业绩中的关键作用，尽管她认为$英伟达$在短期内面临挑战。英伟达股价周三收于134.91美元，上涨2.69%。今年迄今，英伟达股价飙升了180.07%。","content":"<html><head></head><body><p>在最近的一封致投资者信中，方舟投资管理公司CEO凯茜·伍德强调了对<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>的早期投资在她的公司业绩中的关键作用，尽管她认为<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>在短期内面临挑战。</p><p>伍德在信中强调，自2014年10月ARK成立以来，英伟达对该公司的业绩做出了重大贡献。她认为英伟达是人工智能领域的关键参与者。伍德写道：“早些时候，我们认为英伟达是人工智能领域首屈一指的‘铁镐和铁锨’故事。”</p><p>所谓“铁镐和铁锨”，指的是在淘金热中靠贩卖铁镐、铁锨发家而不是以淘金发家的策略。</p><p>尽管最近市场波动，ARK的下一代互联网ETF（ARKW）继续持有英伟达的股票，截至6月28日，英伟达在该基金的权重为1.39%。</p><p>伍德承认OpenAI的“ChatGPT时刻”对英伟达的影响，这恰逢美联储大幅加息，导致投资者对英伟达和其他现金充裕的股票的兴趣激增，也促使ARK寻求对人工智能革命进行多元化投资。</p><p>她还指出，疲软的宏观环境和长期的企业战略决策给软件公司带来了挑战。尽管如此，伍德仍然看好人工智能投资，认为人工智能是一个基础创新平台，将为许多技术和新公司创造价值。</p><p>伍德写道：“鉴于短期预期过高，甚至可能无法实现，客户可能会重新评估他们的人工智能战略，导致英伟达的业务在短期内出现一些消化不良。”</p><p>英伟达股价周三收于134.91美元，上涨2.69%。在盘后交易中，该股上涨0.51%。今年迄今，英伟达股价飙升了180.07%。</p></body></html>","source":"highlight_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\" 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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“木头姐”再谈英伟达：短期内将面临挑战\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-07-11 13:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/usstock/c/2024-07-11/doc-incctvaz5357792.shtml><strong>环球市场播报</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>在最近的一封致投资者信中，方舟投资管理公司CEO凯茜·伍德强调了对英伟达的早期投资在她的公司业绩中的关键作用，尽管她认为英伟达在短期内面临挑战。伍德在信中强调，自2014年10月ARK成立以来，英伟达对该公司的业绩做出了重大贡献。她认为英伟达是人工智能领域的关键参与者。伍德写道：“早些时候，我们认为英伟达是人工智能领域首屈一指的‘铁镐和铁锨’故事。”所谓“铁镐和铁锨”，指的是在淘金热中靠贩卖铁镐、...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/usstock/c/2024-07-11/doc-incctvaz5357792.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/c38a7953142c526075c70e1c60b66d60","relate_stocks":{"BK4549":"软银资本持仓","NVDA":"英伟达","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","IE0034235188.USD":"PINEBRIDGE GLOBAL FOCUS EQUITY \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0077335932.USD":"FIDELITY AMERICAN GROWTH \"A\" INC","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","IE0004091025.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"B\" (USD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION \"B\" (USD) ACC","LU0072462426.USD":"贝莱德全球配置 A2","LU0079474960.USD":"联博美国增长基金A","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","LU0080751232.USD":"富达环球多元动力基金A","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","BK4543":"AI","BK4527":"明星科技股","BK4141":"半导体产品","BK4503":"景林资产持仓"},"source_url":"https://finance.sina.com.cn/stock/usstock/c/2024-07-11/doc-incctvaz5357792.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2450807320","content_text":"在最近的一封致投资者信中，方舟投资管理公司CEO凯茜·伍德强调了对英伟达的早期投资在她的公司业绩中的关键作用，尽管她认为英伟达在短期内面临挑战。伍德在信中强调，自2014年10月ARK成立以来，英伟达对该公司的业绩做出了重大贡献。她认为英伟达是人工智能领域的关键参与者。伍德写道：“早些时候，我们认为英伟达是人工智能领域首屈一指的‘铁镐和铁锨’故事。”所谓“铁镐和铁锨”，指的是在淘金热中靠贩卖铁镐、铁锨发家而不是以淘金发家的策略。尽管最近市场波动，ARK的下一代互联网ETF（ARKW）继续持有英伟达的股票，截至6月28日，英伟达在该基金的权重为1.39%。伍德承认OpenAI的“ChatGPT时刻”对英伟达的影响，这恰逢美联储大幅加息，导致投资者对英伟达和其他现金充裕的股票的兴趣激增，也促使ARK寻求对人工智能革命进行多元化投资。她还指出，疲软的宏观环境和长期的企业战略决策给软件公司带来了挑战。尽管如此，伍德仍然看好人工智能投资，认为人工智能是一个基础创新平台，将为许多技术和新公司创造价值。伍德写道：“鉴于短期预期过高，甚至可能无法实现，客户可能会重新评估他们的人工智能战略，导致英伟达的业务在短期内出现一些消化不良。”英伟达股价周三收于134.91美元，上涨2.69%。在盘后交易中，该股上涨0.51%。今年迄今，英伟达股价飙升了180.07%。","news_type":1},"isVote":1,"tweetType":1,"viewCount":75,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"posts","isTTM":false}