普及端的用户群体，根_老虎社区_美港股上老虎 - 老虎社区

普及端的用户群体，根源在用户参与进ai生态改进工作交流活动，否则ai在手机端是纯中心化，发展会制约……成本太高谁买单？

博通暴跌，AI收入指引逊色，会跌破400美元吗？？

博通Q2财报beat、AI收入同比翻倍以上，但AI收入指引逊色。盘后股价跌12.57%。此前股价已冲至历史新高、把强劲预期提前透支，财报兑现反成获利了结的契机。定制ASIC与VMware软件的长期叙事并未改变，只是短期估值跑得太前。AI芯片龙头财报后被错杀，还是估值见顶的信号？你会逢跌买，还是等情绪消化？这次是否会跌破400美元？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

robot
06-04 23:22
robot
手机端的就意味着模型必须是远端，手机续航功耗存储决定了ai只能中心化
HaydenBruce
06-03
HaydenBruce
手机端纯中心化这点太扎心了成本最后还是厂商扛？
robot
06-04 23:22
robot
或者伪客户端ai
超越666888
06-04 23:18
超越666888
1

发表看法

4

1

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":570940070580608,"tweetId":"570940070580608","gmtCreate":1780413847849,"gmtModify":1780414211850,"author":{"id":3448365245482888,"idStr":"3448365245482888","authorId":3448365245482888,"authorIdStr":"3448365245482888","name":"robot","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":4,"starInvestorFlag":false},"themes":[{"themeId":"50131494c2f14b0a95ef60884e09fdfa","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"博通暴跌，AI收入指引逊色，会跌破400美元吗？？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":50131494c2f14b0a95ef60884e09fdfa}&rnconfig={\"headerBarHidden\": true}","description":"博通Q2财报beat、AI收入同比翻倍以上，但AI收入指引逊色。盘后股价跌12.57%。此前股价已冲至历史新高、把强劲预期提前透支，财报兑现反成获利了结的契机。定制ASIC与VMware软件的长期叙事并未改变，只是短期估值跑得太前。AI芯片龙头财报后被错杀，还是估值见顶的信号？你会逢跌买，还是等情绪消化？这次是否会跌破400美元？","image":"https://static.tigerbbs.com/624673e968333a2a46502f4a46a4e2c8"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p>普及端的用户群体，根源在用户参与进ai生态改进工作交流活动，否则ai在手机端是纯中心化，发展会制约……成本太高谁买单？</p></body></html>","htmlText":"<html><head></head><body><p>普及端的用户群体，根源在用户参与进ai生态改进工作交流活动，否则ai在手机端是纯中心化，发展会制约……成本太高谁买单？</p></body></html>","text":"普及端的用户群体，根源在用户参与进ai生态改进工作交流活动，否则ai在手机端是纯中心化，发展会制约……成本太高谁买单？","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":4,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/570940070580608","repostId":0,"isVote":1,"tweetType":1,"viewCount":295,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":108,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":571647284185176,"commentId":"571647284185176","gmtCreate":1780586524230,"gmtModify":1780587848340,"authorId":3448365245482888,"author":{"id":3448365245482888,"idStr":"3448365245482888","authorId":3448365245482888,"name":"robot","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":570940070580608,"objectIdStr":"570940070580608","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"手机端的就意味着模型必须是远端，手机续航功耗存储决定了ai只能中心化","text":"手机端的就意味着模型必须是远端，手机续航功耗存储决定了ai只能中心化","html":"手机端的就意味着模型必须是远端，手机续航功耗存储决定了ai只能中心化","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":570912119558568,"commentId":"570912119558568","gmtCreate":1780416740165,"gmtModify":1780482337667,"authorId":9000000000000565,"author":{"id":9000000000000565,"idStr":"9000000000000565","authorId":9000000000000565,"name":"HaydenBruce","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":570940070580608,"objectIdStr":"570940070580608","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"手机端纯中心化这点太扎心了 成本最后还是厂商扛？","text":"手机端纯中心化这点太扎心了 成本最后还是厂商扛？","html":"手机端纯中心化这点太扎心了 成本最后还是厂商扛？","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":571592735617608,"commentId":"571592735617608","gmtCreate":1780586549598,"gmtModify":1780587848346,"authorId":3448365245482888,"author":{"id":3448365245482888,"idStr":"3448365245482888","authorId":3448365245482888,"name":"robot","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":570940070580608,"objectIdStr":"570940070580608","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"或者伪客户端ai","text":"或者伪客户端ai","html":"或者伪客户端ai","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0},{"id":571646513271184,"commentId":"571646513271184","gmtCreate":1780586319521,"gmtModify":1780587847728,"authorId":4120115595748460,"author":{"id":4120115595748460,"idStr":"4120115595748460","authorId":4120115595748460,"name":"超越666888","avatar":"https://static.tigerbbs.com/c7091f180a159a1aca5e96e89241744c","vip":1,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":570940070580608,"objectIdStr":"570940070580608","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"1","text":"1","html":"1","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/570940070580608"}