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不空云集不赚钱

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不空云集不赚钱

03-18

写的是狗屁。

英伟达飞到了天上，美芯兴奋，却突然发现中国卡住了脖子

不空云集不赚钱

02-21

和中国有半毛钱关系？

Sora的风吹到了陕股

不空云集不赚钱

2019-12-24

$云集(YJ)$ 买云集呀一定要有强大的内心。

不空云集不赚钱

2019-09-26

$云集(YJ)$ 一有机会就买入。云集是好公司，不服来辩。

不空云集不赚钱

2019-07-24

$SNAP 20190809 15.0 CALL(SNAP)$这个大概能涨多少，求大神解答。谢谢

不空云集不赚钱

2019-05-22

$云集(YJ)$ 这股多会儿就有期权了？

不空云集不赚钱

2019-05-18

$瑞幸咖啡(LK)$ 是不是第一天不能做空？

不空云集不赚钱

2019-05-17

$FUT:A50指数主连(CNmain)$ 又被爆出翔来了？

不空云集不赚钱

2019-05-14

$云集(YJ)$我就发图。

不空云集不赚钱

2019-05-14

$云集(YJ)$政府公文。处罚云集。

不空云集不赚钱

2019-05-14

$云集(YJ)$空头炸穿云集。

不空云集不赚钱

2019-05-05

$云集(YJ)$云集真的能赚钱。一个亏损传销公司，不做空还等什么啊。

不空云集不赚钱

2018-11-08

$Pyxus International(PYX)$目标价10元

不空云集不赚钱

2018-10-17

$Alliance One International Inc(PYX)$盘前竟然跌了？

不空云集不赚钱

2018-10-16

$Alliance One International Inc(PYX)$每天盘前涨，盘中跌！不错啊。

不空云集不赚钱

2018-10-08

$蔚来汽车(NIO)$来了来了！可以买put了！

去老虎APP查看更多动态

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href=\"https://laohu8.com/S/AEP\">美国电力</a>系统的重大负担。</p><p>可以想象，未来全球各国将会大举部署AI系统，这些AI系统消耗的电力更是难以估计，正如黄仁勋所言，当AI达到一定规模后，妨碍AI发展的不是算力，而是能源，由于AI的火热，顺带着市场上的能源公司也被带火了。</p><p>当前地球上获得的能源主要来自火力发电，然而火力发展所需的煤炭终究有限，煤炭总有一天会烧光；另外就是火电排放的巨额二氧化碳正在加剧地球的温室效应，如果这些煤炭未来全数变成二氧化碳，地球将变成大火炉，因此促使全球都在探索新能源。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>当前全球已在探索的新能源主要有风力、<a href=\"https://laohu8.com/S/000591\">太阳能</a>和核能等，而这些产业如今则由中国执牛耳。太阳能为人所熟知，因为中国生产了全球九成的太阳能电池板，中国的太阳能电池板物美价廉，成本只有欧美的几分之一，近十年竞争下来，欧美的太阳能电池企业已纷纷倒闭。</p><p>其实风能设备也是中国居于全球第一，与太阳能电池板类似，中国同样以极低的成本、超大的规模而碾压全球诸多风能设备企业，导致这些风能设备企业纷纷倒下，这个市场如今同样由中国主导。</p><p>核能方面欧美日曾居于领先地位，但是中国急起直追，在当前的第三代核能技术方面已与他们比肩；不过当前的核能发电技术最大的问题是产生放射性核废料，连带着其中使用的冷却水都可能导致放射性污染，一旦发生事故污染更是难以处理，就如当下日本的福岛核电站的核废水，为此中国正在研发第四代核电站，第四代核电站将不会产生放射性污染，预计2030年就能投入使用，如此中国在核能方面也将后来居上。</p><p>在这些能源之外，储能设备也日益变得重要，我们都清楚电力的使用有高峰低谷，而电站发电却不能因为用电减少而停止发电；太阳能、风能等更是相当不稳定，这些都需要储能设备的支持，以确保能源的稳定供应，而储能设备恰恰又是中国的优势产业，中国生产了全球七成的电池，至于未来的钠离子电池、固态电池技术，中国也已布局，按照中国技术研发向来能后来者居上的风格，大概率即使是新的电池技术兴起同样由中国主导。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>美国的芯片企业和互联网企业借助AI的风口已起飞，然而他们如今却突然发现在能源方面将被中国卡脖子，其实这种情况并非坏事，在以往诸多产业方面，不一直都是你有我无进行互补的么，只不过是美国太野蛮，搞起了小动作，导致全球产业链体系的混乱，而中国在能源方面的优势将能让美国清醒一下吧？</p></body></html>","source":"ifeng_tech","collect":0,"html":"<!DOCTYPE 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}\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英伟达飞到了天上，美芯兴奋，却突然发现中国卡住了脖子\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-18 13:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8Y3CxwNE5fD><strong>柏铭科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NVIDIA抓住了AI的风口，成为全球芯片行业的新王者，然而随着它越飞越高，创始人兼CEO黄仁勋却突然发现阻碍AI发展的竟然是能源，而新能源则已被掌握在中国手里，轮到中国卡脖子了。黄仁勋表示AI将进入飞速发展的阶段，芯片供应不是问题，以后阻碍AI发展的最大问题将是能源，按照这样的发展速度，AI可能消耗光14个地球的能源，这样的场景想想都可怕，未来如何获取能源将成为AI发展的关键。不说未来，就是当下...</p>\n\n<a href=\"https://tech.ifeng.com/c/8Y3CxwNE5fD\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4587":"ChatGPT概念","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT 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ACC"},"source_url":"https://tech.ifeng.com/c/8Y3CxwNE5fD","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2420416090","content_text":"NVIDIA抓住了AI的风口，成为全球芯片行业的新王者，然而随着它越飞越高，创始人兼CEO黄仁勋却突然发现阻碍AI发展的竟然是能源，而新能源则已被掌握在中国手里，轮到中国卡脖子了。黄仁勋表示AI将进入飞速发展的阶段，芯片供应不是问题，以后阻碍AI发展的最大问题将是能源，按照这样的发展速度，AI可能消耗光14个地球的能源，这样的场景想想都可怕，未来如何获取能源将成为AI发展的关键。不说未来，就是当下最知名的ChatGPT每天消耗的电力就达到50万千瓦时，这相当于数万个美国家庭需要消耗的电力；谷歌正在推进的人工智能，仅是训练方面就要消耗23亿度电，这些AI消耗的电力正逐渐成为美国电力系统的重大负担。可以想象，未来全球各国将会大举部署AI系统，这些AI系统消耗的电力更是难以估计，正如黄仁勋所言，当AI达到一定规模后，妨碍AI发展的不是算力，而是能源，由于AI的火热，顺带着市场上的能源公司也被带火了。当前地球上获得的能源主要来自火力发电，然而火力发展所需的煤炭终究有限，煤炭总有一天会烧光；另外就是火电排放的巨额二氧化碳正在加剧地球的温室效应，如果这些煤炭未来全数变成二氧化碳，地球将变成大火炉，因此促使全球都在探索新能源。当前全球已在探索的新能源主要有风力、太阳能和核能等，而这些产业如今则由中国执牛耳。太阳能为人所熟知，因为中国生产了全球九成的太阳能电池板，中国的太阳能电池板物美价廉，成本只有欧美的几分之一，近十年竞争下来，欧美的太阳能电池企业已纷纷倒闭。其实风能设备也是中国居于全球第一，与太阳能电池板类似，中国同样以极低的成本、超大的规模而碾压全球诸多风能设备企业，导致这些风能设备企业纷纷倒下，这个市场如今同样由中国主导。核能方面欧美日曾居于领先地位，但是中国急起直追，在当前的第三代核能技术方面已与他们比肩；不过当前的核能发电技术最大的问题是产生放射性核废料，连带着其中使用的冷却水都可能导致放射性污染，一旦发生事故污染更是难以处理，就如当下日本的福岛核电站的核废水，为此中国正在研发第四代核电站，第四代核电站将不会产生放射性污染，预计2030年就能投入使用，如此中国在核能方面也将后来居上。在这些能源之外，储能设备也日益变得重要，我们都清楚电力的使用有高峰低谷，而电站发电却不能因为用电减少而停止发电；太阳能、风能等更是相当不稳定，这些都需要储能设备的支持，以确保能源的稳定供应，而储能设备恰恰又是中国的优势产业，中国生产了全球七成的电池，至于未来的钠离子电池、固态电池技术，中国也已布局，按照中国技术研发向来能后来者居上的风格，大概率即使是新的电池技术兴起同样由中国主导。美国的芯片企业和互联网企业借助AI的风口已起飞，然而他们如今却突然发现在能源方面将被中国卡脖子，其实这种情况并非坏事，在以往诸多产业方面，不一直都是你有我无进行互补的么，只不过是美国太野蛮，搞起了小动作，导致全球产业链体系的混乱，而中国在能源方面的优势将能让美国清醒一下吧？","news_type":1},"isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":276473037398256,"gmtCreate":1708526687436,"gmtModify":1708526689013,"author":{"id":"3432614522719593","authorId":"3432614522719593","name":"不空云集不赚钱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"和中国有半毛钱关系？","listText":"和中国有半毛钱关系？","text":"和中国有半毛钱关系？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/276473037398256","repostId":"2413412532","repostType":2,"repost":{"id":"2413412532","pubTimestamp":1708508340,"share":"https://www.laohu8.com/m/news/2413412532?lang=&edition=full","pubTime":"2024-02-21 17:39","market":"sg","language":"zh","title":"Sora的风吹到了陕股","url":"https://stock-news.laohu8.com/highlight/detail?id=2413412532","media":"市场资讯","summary":"　　ChatGPT风潮未过，OpenAI带着Sora再次掀起A股涨停潮。　　龙年第一个交易日，Sora概念领涨，中文在线、当虹科技、因赛集团等十余股涨停，相关产业链整体受益，光模块、多模态模型、AIGC等概念股集体大涨。　　有几家陕股，同样搭上这趟Sora东风。究竟能分得多少“Sora红利”？　　AI视频生成技术虽已不算新鲜，但Sora的惊艳表现还是震惊了业界。　　Sora的横空出世，同样打开了股市想象空间 ，掀起了一波涨停潮。","content":"<html><body><div>\n<p cms-style=\"font-L\">　　来源 每日经济新闻</p>\n<p cms-style=\"font-L\">　　ChatGPT风潮未过，OpenAI带着Sora再次掀起A股涨停潮。</p>\n<p cms-style=\"font-L\">　　龙年第一个交易日，Sora概念领涨，<span><a href=\"https://laohu8.com/S/300364\">中文在线</a></span><span></span>、<span><a href=\"https://laohu8.com/S/688039\">当虹科技</a></span><span></span>、<span><a href=\"https://laohu8.com/S/300781\">因赛集团</a></span><span></span>等十余股涨停，相关产业链整体受益，光模块、多模态模型、AIGC等概念股集体大涨。</p>\n<p cms-style=\"font-L\">　　有几家陕股，同样搭上这趟Sora东风。譬如，本土知名营销服务<span><a href=\"https://laohu8.com/S/301171\">易点天下</a></span><span></span>（301171）及光芯片厂商<span><a href=\"https://laohu8.com/S/688498\">源杰科技</a></span><span></span>（688498）分别作为应用端和硬件端的相关者，于2月19日收获了约20%涨停。</p>\n<p cms-style=\"font-L\">　　涨停过后，在这场AI浪潮下，两家陕股含“AI”量如何？究竟能分得多少“Sora红利”？</p>\n<p cms-style=\"font-L\">　　AI视频生成技术虽已不算新鲜，但Sora的惊艳表现还是震惊了业界。</p>\n<p cms-style=\"font-L\">　　行走在摩登都市的时尚丽人，面部细节清晰可见；街道潮湿反光，与霓虹灯光形成镜面效果；夜幕将至，圣托里尼的鸟瞰图宛若实景；透过人眼看瑰丽风景；雪地打滚的动物与飞扬的毛发；穿梭于蓝天白云与盐湖沙漠之间的精彩瞬间……</p>\n<p cms-style=\"font-L\">　　相信看过演示视频的人都有感受，不仅60秒的时长颠覆市场想象，且视频画面精美绚丽、运镜稳定、感情生动逼真，更重要的是其实现了对现实世界的理解和模拟能力，基本解决了相对逼真模拟、角色和视觉风格一致性、运镜稳定性等技术难点。</p>\n<div><img src=\"http://n.sinaimg.cn/spider20240221/333/w761h372/20240221/5e33-4f903cc92322d43411ddb6e333548c75.png\"/><span></span></div>\n<p cms-style=\"font-L\">　　业内普遍认为，Sora虽仍有些许缺陷，但对行业仍是“降维打击”。毕竟，在Sora前时代，如Runway、Pika、Stable Video Diffusion等大量<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>还在百家争鸣、平分秋色，视频长度普遍还停留在10秒左右，画面难言十分精美、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>，而在Sora横空出世后，这些公司瞬间黯然失色，或需重新思考业务走向。</p>\n<p cms-style=\"font-L\">　　Sora的横空出世，同样打开了股市想象空间 ，掀起了一波涨停潮。</p>\n<p cms-style=\"font-L\">　　以大视频领域公司当虹科技（688039）为例，2月19日，当虹科技“一”字涨停，全天报涨停价23.63元/股，涨幅为20.01%；因赛集团（300781）同样在2月19日“20%”涨停，全天报涨停价29.46元/股，涨幅为20%，总市值为32.4亿元，<span><a href=\"https://laohu8.com/S/300624\">万兴科技</a></span><span></span>、<span><a href=\"https://laohu8.com/S/300578\">会畅通讯</a></span><span></span>、<span><a href=\"https://laohu8.com/S/688004\">博汇科技</a></span><span></span>等个股均涨停收盘。</p>\n<p cms-style=\"font-L\">　　盘面上，同日多模态AI板块领涨A股，板块涨幅高达11.11%，板块内32只个股全部飘红，其中14只个股涨停；此外AIGC概念、Web3.0等板块同样涨幅居前。</p>\n<p cms-style=\"font-L\">　　陕股同样有数支股票出现涨停，2月19日，营销服务商易点天下股价涨停，涨幅为20.01%，收盘价18.95元/股，后续两天有所回落；光芯片厂商源杰科技同样于2月19日涨停，涨幅20.00%，收盘价120.00元/股。</p>\n<p cms-style=\"font-L\">　　不过值得注意的是，去年搭上“ChatGPT概念”的科技公司，股票虽有一波明显上涨行情，后续亦有明显回落，“Sora概念股”是否会重演这种起伏，需要谨慎观察。</p>\n<p cms-style=\"font-L\">　　易点天下是陕西本土互联网海外营销服务商，其与 Google、Meta、TikTok for Business、巨量引擎、Microsoft 广告、Apple Ads 等全球头部媒体建立了合作伙伴关系，服务遍及全球 200余个国家和地区。</p>\n<p cms-style=\"font-L\">　　这几年，易点天下对于AI赛道较为重视，各类大模型问世后基本都是第一时间接入，例如GPT-4、Anthropic、PaLM、LLAMA、ChatGLM、通义千问、盘古、<a href=\"https://laohu8.com/S/BIDU\">百度</a>文心等大模型。</p>\n<p cms-style=\"font-L\">　　关于AI，易点天下的大动作是去年7月推出的首个AIGC数字营销创作平台——Kreado AI。</p>\n<p cms-style=\"font-L\">　　据悉，该平台包括AI<span>数字人</span><span></span>创作、AI模特、AI工具等模块，属于多模态模型融合。据易点天下证券部人士表示，目前Kreado AI已覆盖全球67个国家，注册用户数100w+、单月用户访问量超过百万。</p>\n<p cms-style=\"font-L\">　　《每日经济新闻》记者在官网体验Kreado AI后发现，平台主打数字人口播功能，即输入文本后可选择背景、人物形象等自动生成口播视频，动作神态较为生动，但与目前市场上相关竞品并未拉开差距。</p>\n<div><img src=\"http://n.sinaimg.cn/spider20240221/496/w1413h683/20240221/2235-32fc10787f38915b07e38254f22a0123.png\"/><span></span></div>\n<p cms-style=\"font-L\">　　AI模特是Kreado AI另一个商业化价值较高的板块，可以将假发、服装、眼镜等在AI模特上进行一键换装试穿、试戴，据此前投资者互动，该功能可以将每张商拍图的成本降低98%左右，同时将时间缩短至2~3分钟/张。</p>\n<p cms-style=\"font-L\">　　此外，目前Kreado AI盈利模式有会员制及K币充值等，记者询问Kreado AI的盈利情况，公司证券部人士表示以后期信息披露情况为准。</p>\n<p cms-style=\"font-L\">　　可以看出，易点天下布局AI已有了自己的思路及行动，不过在技术领域并不算十分前沿，智能化水平较简单。曾有投资者提及Kreado AI“对标其他友商，例如中文在线、<span><a href=\"https://laohu8.com/S/300291\">百纳千成</a></span><span></span>，公司技术优势和客户优势分别是什么？公司护城河又是什么？”而这也是目前入局AI浪潮的科技公司均要回答的问题。</p>\n<p cms-style=\"font-L\">　　再说回Sora上，易点天下在近期采访中表示：“公司旗下AIGC创作平台Kreado AI主要生成数字人口播，跟Sora还不太是一个方向的。”不过，“公司积极关注Sora等各类海外模型和应用的进展。Sora对广告行业AI视频化有极大的推动作用，能够大幅降低视频广告的制作成本和制作时间，Kreado AI与Sora未来是会结合的。”</p>\n<p cms-style=\"font-L\">　　Sora强大的表现力背后，是AI算力在燃烧。</p>\n<p cms-style=\"font-L\">　　<span><a href=\"https://laohu8.com/S/600030\">中信证券</a></span><span></span>表示，若Sora成为视频创作领域的超级应用，将带来巨大的网络设备升级需求。这有望缓解市场对于光模块等算力设备投资持续性的担忧，从而打开龙头厂商估值空间。</p>\n<p cms-style=\"font-L\">　　“AI或开启光模块产业的‘黄金时代’。”<span><a href=\"https://laohu8.com/S/601688\">华泰证券</a></span><span></span>认为，AI训练网络中GPU间通信流量的显著增长背景下，高速光模块市场规模有望再上新台阶，随着光模块的可靠性要求提高、迭代周期缩短，头部厂商市场地位预计稳固。</p>\n<p cms-style=\"font-L\">　　而在Wind热门概念指数中，光模块包含17家企业，19日全数收涨，其中，<span><a href=\"https://laohu8.com/S/300308\">中际旭创</a></span><span></span>、<span><a href=\"https://laohu8.com/S/300394\">天孚通信</a></span><span></span>、<span><a href=\"https://laohu8.com/S/300502\">新易盛</a></span><span></span>、<span><a href=\"https://laohu8.com/S/301205\">联特科技</a></span><span></span>涨停，<span><a href=\"https://laohu8.com/S/300570\">太辰光</a></span><span></span>、<span><a href=\"https://laohu8.com/S/688205\">德科立</a></span><span></span>、<span><a href=\"https://laohu8.com/S/300620\">光库科技</a></span><span></span>、<span><a href=\"https://laohu8.com/S/300548\">博创科技</a></span><span></span>、<span><a href=\"https://laohu8.com/S/002792\">通宇通讯</a></span><span></span>、<span><a href=\"https://laohu8.com/S/603083\">剑桥科技</a></span><span></span>涨幅均超10%。</p>\n<p cms-style=\"font-L\">　　陕西本土光芯片企业源杰科技便是2月19日涨停潮中的一员，且是约20%涨停。</p>\n<p cms-style=\"font-L\">　　官网显示，源杰科技专注于半导体芯片的研发、设计和生产，产品包括2.5G、10G、25G及50G激光器芯片系列等，客户群涵盖了<span><a href=\"https://laohu8.com/S/CHL\">中国移动</a></span><span></span>、<span><a href=\"https://laohu8.com/S/600050\">中国联通</a></span><span></span>、<span><a href=\"https://laohu8.com/S/CHA\">中国电信</a></span><span></span>等国内外知名运营商网络。</p>\n<p cms-style=\"font-L\">　　实际上，凭借光芯片在AI算力中的关键地位，上市一年出头的源杰科技在二次市场频频被关注。</p>\n<p cms-style=\"font-L\">　　在chatgpt横空出世后，源杰科技曾于10天内股价从2023年6月9日开盘的183.82元/股“狂飙”至6月19日最高339.60元/股，接近翻倍，此后股权一路震荡下滑，截至2024年2月8日收盘价为100.00元/股，较最高点跌去约70%。</p>\n<div><img src=\"http://n.sinaimg.cn/spider20240221/152/w577h375/20240221/4e92-1b642c1b7a98ead252438ece35f3a4ff.png\"/><span></span></div>\n<p cms-style=\"font-L\">　　而随着Sora发布，源杰科技龙年第一个交易日再次约20%涨停，不过后续增长动能不足，2月20日公司收盘价129.65元/股，与开盘价基本持平。</p>\n<p cms-style=\"font-L\">　　值得注意的是，源杰科技1月23日在互动平台表示，可用于400G光模块的100G PAM4 EML产品，目前在客户端的测试阶段。而随着AI的持续迭代、对于算力的要求将水涨船高，国内光芯片市场或将会有更大的发展空间，竞争也将更加激烈。</p>\n<p cms-style=\"font-L\">　　对此，记者向源杰科技发去采访函，但截至发稿未获回复。</p>\n<div>\n<span>股市回暖，抄底炒股先开户！智能定投、条件单、个股雷达……送给你&gt;&gt;</span>\n<img src=\"\"/>\n</div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：王其霖 </p>\n</div></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>Sora的风吹到了陕股</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; 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}\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\">\nSora的风吹到了陕股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-21 17:39 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/2024-02-21/doc-inaiuyre3013473.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源 每日经济新闻\n　　ChatGPT风潮未过，OpenAI带着Sora再次掀起A股涨停潮。\n　　龙年第一个交易日，Sora概念领涨，中文在线、当虹科技、因赛集团等十余股涨停，相关产业链整体受益，光模块、多模态模型、AIGC等概念股集体大涨。\n　　有几家陕股，同样搭上这趟Sora东风。譬如，本土知名营销服务易点天下（301171）及光芯片厂商源杰科技（688498）分别作为应用端和硬件端的相关者，...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/2024-02-21/doc-inaiuyre3013473.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4592":"伊斯兰概念","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","GOOGL":"谷歌A","BK4585":"ETF&股票定投概念","LU0080751232.USD":"富达环球多元动力基金A","LU0056508442.USD":"贝莱德世界科技基金A2","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BKDWB100.SGD":"PINEBRIDGE US 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Close"},"source_url":"https://finance.sina.com.cn/stock/2024-02-21/doc-inaiuyre3013473.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2413412532","content_text":"来源 每日经济新闻\n　　ChatGPT风潮未过，OpenAI带着Sora再次掀起A股涨停潮。\n　　龙年第一个交易日，Sora概念领涨，中文在线、当虹科技、因赛集团等十余股涨停，相关产业链整体受益，光模块、多模态模型、AIGC等概念股集体大涨。\n　　有几家陕股，同样搭上这趟Sora东风。譬如，本土知名营销服务易点天下（301171）及光芯片厂商源杰科技（688498）分别作为应用端和硬件端的相关者，于2月19日收获了约20%涨停。\n　　涨停过后，在这场AI浪潮下，两家陕股含“AI”量如何？究竟能分得多少“Sora红利”？\n　　AI视频生成技术虽已不算新鲜，但Sora的惊艳表现还是震惊了业界。\n　　行走在摩登都市的时尚丽人，面部细节清晰可见；街道潮湿反光，与霓虹灯光形成镜面效果；夜幕将至，圣托里尼的鸟瞰图宛若实景；透过人眼看瑰丽风景；雪地打滚的动物与飞扬的毛发；穿梭于蓝天白云与盐湖沙漠之间的精彩瞬间……\n　　相信看过演示视频的人都有感受，不仅60秒的时长颠覆市场想象，且视频画面精美绚丽、运镜稳定、感情生动逼真，更重要的是其实现了对现实世界的理解和模拟能力，基本解决了相对逼真模拟、角色和视觉风格一致性、运镜稳定性等技术难点。\n\n　　业内普遍认为，Sora虽仍有些许缺陷，但对行业仍是“降维打击”。毕竟，在Sora前时代，如Runway、Pika、Stable Video Diffusion等大量创业公司还在百家争鸣、平分秋色，视频长度普遍还停留在10秒左右，画面难言十分精美、智能，而在Sora横空出世后，这些公司瞬间黯然失色，或需重新思考业务走向。\n　　Sora的横空出世，同样打开了股市想象空间 ，掀起了一波涨停潮。\n　　以大视频领域公司当虹科技（688039）为例，2月19日，当虹科技“一”字涨停，全天报涨停价23.63元/股，涨幅为20.01%；因赛集团（300781）同样在2月19日“20%”涨停，全天报涨停价29.46元/股，涨幅为20%，总市值为32.4亿元，万兴科技、会畅通讯、博汇科技等个股均涨停收盘。\n　　盘面上，同日多模态AI板块领涨A股，板块涨幅高达11.11%，板块内32只个股全部飘红，其中14只个股涨停；此外AIGC概念、Web3.0等板块同样涨幅居前。\n　　陕股同样有数支股票出现涨停，2月19日，营销服务商易点天下股价涨停，涨幅为20.01%，收盘价18.95元/股，后续两天有所回落；光芯片厂商源杰科技同样于2月19日涨停，涨幅20.00%，收盘价120.00元/股。\n　　不过值得注意的是，去年搭上“ChatGPT概念”的科技公司，股票虽有一波明显上涨行情，后续亦有明显回落，“Sora概念股”是否会重演这种起伏，需要谨慎观察。\n　　易点天下是陕西本土互联网海外营销服务商，其与 Google、Meta、TikTok for Business、巨量引擎、Microsoft 广告、Apple Ads 等全球头部媒体建立了合作伙伴关系，服务遍及全球 200余个国家和地区。\n　　这几年，易点天下对于AI赛道较为重视，各类大模型问世后基本都是第一时间接入，例如GPT-4、Anthropic、PaLM、LLAMA、ChatGLM、通义千问、盘古、百度文心等大模型。\n　　关于AI，易点天下的大动作是去年7月推出的首个AIGC数字营销创作平台——Kreado AI。\n　　据悉，该平台包括AI数字人创作、AI模特、AI工具等模块，属于多模态模型融合。据易点天下证券部人士表示，目前Kreado AI已覆盖全球67个国家，注册用户数100w+、单月用户访问量超过百万。\n　　《每日经济新闻》记者在官网体验Kreado AI后发现，平台主打数字人口播功能，即输入文本后可选择背景、人物形象等自动生成口播视频，动作神态较为生动，但与目前市场上相关竞品并未拉开差距。\n\n　　AI模特是Kreado AI另一个商业化价值较高的板块，可以将假发、服装、眼镜等在AI模特上进行一键换装试穿、试戴，据此前投资者互动，该功能可以将每张商拍图的成本降低98%左右，同时将时间缩短至2~3分钟/张。\n　　此外，目前Kreado AI盈利模式有会员制及K币充值等，记者询问Kreado AI的盈利情况，公司证券部人士表示以后期信息披露情况为准。\n　　可以看出，易点天下布局AI已有了自己的思路及行动，不过在技术领域并不算十分前沿，智能化水平较简单。曾有投资者提及Kreado AI“对标其他友商，例如中文在线、百纳千成，公司技术优势和客户优势分别是什么？公司护城河又是什么？”而这也是目前入局AI浪潮的科技公司均要回答的问题。\n　　再说回Sora上，易点天下在近期采访中表示：“公司旗下AIGC创作平台Kreado AI主要生成数字人口播，跟Sora还不太是一个方向的。”不过，“公司积极关注Sora等各类海外模型和应用的进展。Sora对广告行业AI视频化有极大的推动作用，能够大幅降低视频广告的制作成本和制作时间，Kreado AI与Sora未来是会结合的。”\n　　Sora强大的表现力背后，是AI算力在燃烧。\n　　中信证券表示，若Sora成为视频创作领域的超级应用，将带来巨大的网络设备升级需求。这有望缓解市场对于光模块等算力设备投资持续性的担忧，从而打开龙头厂商估值空间。\n　　“AI或开启光模块产业的‘黄金时代’。”华泰证券认为，AI训练网络中GPU间通信流量的显著增长背景下，高速光模块市场规模有望再上新台阶，随着光模块的可靠性要求提高、迭代周期缩短，头部厂商市场地位预计稳固。\n　　而在Wind热门概念指数中，光模块包含17家企业，19日全数收涨，其中，中际旭创、天孚通信、新易盛、联特科技涨停，太辰光、德科立、光库科技、博创科技、通宇通讯、剑桥科技涨幅均超10%。\n　　陕西本土光芯片企业源杰科技便是2月19日涨停潮中的一员，且是约20%涨停。\n　　官网显示，源杰科技专注于半导体芯片的研发、设计和生产，产品包括2.5G、10G、25G及50G激光器芯片系列等，客户群涵盖了中国移动、中国联通、中国电信等国内外知名运营商网络。\n　　实际上，凭借光芯片在AI算力中的关键地位，上市一年出头的源杰科技在二次市场频频被关注。\n　　在chatgpt横空出世后，源杰科技曾于10天内股价从2023年6月9日开盘的183.82元/股“狂飙”至6月19日最高339.60元/股，接近翻倍，此后股权一路震荡下滑，截至2024年2月8日收盘价为100.00元/股，较最高点跌去约70%。\n\n　　而随着Sora发布，源杰科技龙年第一个交易日再次约20%涨停，不过后续增长动能不足，2月20日公司收盘价129.65元/股，与开盘价基本持平。\n　　值得注意的是，源杰科技1月23日在互动平台表示，可用于400G光模块的100G PAM4 EML产品，目前在客户端的测试阶段。而随着AI的持续迭代、对于算力的要求将水涨船高，国内光芯片市场或将会有更大的发展空间，竞争也将更加激烈。\n　　对此，记者向源杰科技发去采访函，但截至发稿未获回复。\n\n股市回暖，抄底炒股先开户！智能定投、条件单、个股雷达……送给你>>\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王其霖","news_type":1},"isVote":1,"tweetType":1,"viewCount":303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":913053134,"gmtCreate":1577122804428,"gmtModify":1704335310581,"author":{"id":"3432614522719593","authorId":"3432614522719593","name":"不空云集不赚钱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/YJ\">$云集(YJ)$</a>&nbsp;买云集呀一定要有强大的内心。","listText":"<a href=\"https://laohu8.com/S/YJ\">$云集(YJ)$</a>&nbsp;买云集呀一定要有强大的内心。","text":"$云集(YJ)$ 买云集呀一定要有强大的内心。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":3,"repostSize":3,"link":"https://laohu8.com/post/913053134","isVote":1,"tweetType":1,"viewCount":2768,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3432614522719593","authorId":"3432614522719593","name":"不空云集不赚钱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"千万不能做短线，如果做短线只能赔一点，一定要做长线，中间还要不能的补仓，这样结果就厉害了，是先赔车再赔房，慢慢的就把长线做成贡献了。","text":"千万不能做短线，如果做短线只能赔一点，一定要做长线，中间还要不能的补仓，这样结果就厉害了，是先赔车再赔房，慢慢的就把长线做成贡献了。","html":"千万不能做短线，如果做短线只能赔一点，一定要做长线，中间还要不能的补仓，这样结果就厉害了，是先赔车再赔房，慢慢的就把长线做成贡献了。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":933073725,"gmtCreate":1569434551967,"gmtModify":1704719414329,"author":{"id":"3432614522719593","authorId":"3432614522719593","name":"不空云集不赚钱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"<a 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一有机会就买入。云集是好公司，不服来辩。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":5,"commentSize":7,"repostSize":0,"link":"https://laohu8.com/post/933073725","isVote":1,"tweetType":1,"viewCount":2345,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3432614522719593","authorId":"3432614522719593","name":"不空云集不赚钱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"content":"你们不买云集的就是看不懂。","text":"你们不买云集的就是看不懂。","html":"你们不买云集的就是看不懂。"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":993143188,"gmtCreate":1563913080144,"gmtModify":1704706191702,"author":{"id":"3432614522719593","authorId":"3432614522719593","name":"不空云集不赚钱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"$SNAP 20190809 15.0 CALL(SNAP)$这个大概能涨多少，求大神解答。谢谢","listText":"$SNAP 20190809 15.0 CALL(SNAP)$这个大概能涨多少，求大神解答。谢谢","text":"$SNAP 20190809 15.0 CALL(SNAP)$这个大概能涨多少，求大神解答。谢谢","images":[{"img":"https://static.tigerbbs.com/33bb3dd0f2ad11ac6a8bf08d1389c7a7"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":11,"commentSize":30,"repostSize":0,"link":"https://laohu8.com/post/993143188","isVote":1,"tweetType":1,"viewCount":4029,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"233212499624898","authorId":"233212499624898","name":"资金流选股策略","avatar":"https://static.tigerbbs.com/cf028f6e8768db83aea1d19281a4360e","crmLevel":1,"crmLevelSwitch":0},"content":"目前的理论价格是1.58","text":"目前的理论价格是1.58","html":"目前的理论价格是1.58"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":908773621,"gmtCreate":1558510857663,"gmtModify":1704696679555,"author":{"id":"3432614522719593","authorId":"3432614522719593","name":"不空云集不赚钱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"$云集(YJ)$ 这股多会儿就有期权了？","listText":"$云集(YJ)$ 这股多会儿就有期权了？","text":"$云集(YJ)$ 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href=\"https://laohu8.com/S/AEP\">美国电力</a>系统的重大负担。</p><p>可以想象，未来全球各国将会大举部署AI系统，这些AI系统消耗的电力更是难以估计，正如黄仁勋所言，当AI达到一定规模后，妨碍AI发展的不是算力，而是能源，由于AI的火热，顺带着市场上的能源公司也被带火了。</p><p>当前地球上获得的能源主要来自火力发电，然而火力发展所需的煤炭终究有限，煤炭总有一天会烧光；另外就是火电排放的巨额二氧化碳正在加剧地球的温室效应，如果这些煤炭未来全数变成二氧化碳，地球将变成大火炉，因此促使全球都在探索新能源。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>当前全球已在探索的新能源主要有风力、<a href=\"https://laohu8.com/S/000591\">太阳能</a>和核能等，而这些产业如今则由中国执牛耳。太阳能为人所熟知，因为中国生产了全球九成的太阳能电池板，中国的太阳能电池板物美价廉，成本只有欧美的几分之一，近十年竞争下来，欧美的太阳能电池企业已纷纷倒闭。</p><p>其实风能设备也是中国居于全球第一，与太阳能电池板类似，中国同样以极低的成本、超大的规模而碾压全球诸多风能设备企业，导致这些风能设备企业纷纷倒下，这个市场如今同样由中国主导。</p><p>核能方面欧美日曾居于领先地位，但是中国急起直追，在当前的第三代核能技术方面已与他们比肩；不过当前的核能发电技术最大的问题是产生放射性核废料，连带着其中使用的冷却水都可能导致放射性污染，一旦发生事故污染更是难以处理，就如当下日本的福岛核电站的核废水，为此中国正在研发第四代核电站，第四代核电站将不会产生放射性污染，预计2030年就能投入使用，如此中国在核能方面也将后来居上。</p><p>在这些能源之外，储能设备也日益变得重要，我们都清楚电力的使用有高峰低谷，而电站发电却不能因为用电减少而停止发电；太阳能、风能等更是相当不稳定，这些都需要储能设备的支持，以确保能源的稳定供应，而储能设备恰恰又是中国的优势产业，中国生产了全球七成的电池，至于未来的钠离子电池、固态电池技术，中国也已布局，按照中国技术研发向来能后来者居上的风格，大概率即使是新的电池技术兴起同样由中国主导。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>美国的芯片企业和互联网企业借助AI的风口已起飞，然而他们如今却突然发现在能源方面将被中国卡脖子，其实这种情况并非坏事，在以往诸多产业方面，不一直都是你有我无进行互补的么，只不过是美国太野蛮，搞起了小动作，导致全球产业链体系的混乱，而中国在能源方面的优势将能让美国清醒一下吧？</p></body></html>","source":"ifeng_tech","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>英伟达飞到了天上，美芯兴奋，却突然发现中国卡住了脖子</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; 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}\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英伟达飞到了天上，美芯兴奋，却突然发现中国卡住了脖子\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-18 13:37 北京时间&nbsp;&nbsp;&nbsp;<a href=https://tech.ifeng.com/c/8Y3CxwNE5fD><strong>柏铭科技</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>NVIDIA抓住了AI的风口，成为全球芯片行业的新王者，然而随着它越飞越高，创始人兼CEO黄仁勋却突然发现阻碍AI发展的竟然是能源，而新能源则已被掌握在中国手里，轮到中国卡脖子了。黄仁勋表示AI将进入飞速发展的阶段，芯片供应不是问题，以后阻碍AI发展的最大问题将是能源，按照这样的发展速度，AI可能消耗光14个地球的能源，这样的场景想想都可怕，未来如何获取能源将成为AI发展的关键。不说未来，就是当下...</p>\n\n<a href=\"https://tech.ifeng.com/c/8Y3CxwNE5fD\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","BK4587":"ChatGPT概念","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT 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ACC"},"source_url":"https://tech.ifeng.com/c/8Y3CxwNE5fD","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2420416090","content_text":"NVIDIA抓住了AI的风口，成为全球芯片行业的新王者，然而随着它越飞越高，创始人兼CEO黄仁勋却突然发现阻碍AI发展的竟然是能源，而新能源则已被掌握在中国手里，轮到中国卡脖子了。黄仁勋表示AI将进入飞速发展的阶段，芯片供应不是问题，以后阻碍AI发展的最大问题将是能源，按照这样的发展速度，AI可能消耗光14个地球的能源，这样的场景想想都可怕，未来如何获取能源将成为AI发展的关键。不说未来，就是当下最知名的ChatGPT每天消耗的电力就达到50万千瓦时，这相当于数万个美国家庭需要消耗的电力；谷歌正在推进的人工智能，仅是训练方面就要消耗23亿度电，这些AI消耗的电力正逐渐成为美国电力系统的重大负担。可以想象，未来全球各国将会大举部署AI系统，这些AI系统消耗的电力更是难以估计，正如黄仁勋所言，当AI达到一定规模后，妨碍AI发展的不是算力，而是能源，由于AI的火热，顺带着市场上的能源公司也被带火了。当前地球上获得的能源主要来自火力发电，然而火力发展所需的煤炭终究有限，煤炭总有一天会烧光；另外就是火电排放的巨额二氧化碳正在加剧地球的温室效应，如果这些煤炭未来全数变成二氧化碳，地球将变成大火炉，因此促使全球都在探索新能源。当前全球已在探索的新能源主要有风力、太阳能和核能等，而这些产业如今则由中国执牛耳。太阳能为人所熟知，因为中国生产了全球九成的太阳能电池板，中国的太阳能电池板物美价廉，成本只有欧美的几分之一，近十年竞争下来，欧美的太阳能电池企业已纷纷倒闭。其实风能设备也是中国居于全球第一，与太阳能电池板类似，中国同样以极低的成本、超大的规模而碾压全球诸多风能设备企业，导致这些风能设备企业纷纷倒下，这个市场如今同样由中国主导。核能方面欧美日曾居于领先地位，但是中国急起直追，在当前的第三代核能技术方面已与他们比肩；不过当前的核能发电技术最大的问题是产生放射性核废料，连带着其中使用的冷却水都可能导致放射性污染，一旦发生事故污染更是难以处理，就如当下日本的福岛核电站的核废水，为此中国正在研发第四代核电站，第四代核电站将不会产生放射性污染，预计2030年就能投入使用，如此中国在核能方面也将后来居上。在这些能源之外，储能设备也日益变得重要，我们都清楚电力的使用有高峰低谷，而电站发电却不能因为用电减少而停止发电；太阳能、风能等更是相当不稳定，这些都需要储能设备的支持，以确保能源的稳定供应，而储能设备恰恰又是中国的优势产业，中国生产了全球七成的电池，至于未来的钠离子电池、固态电池技术，中国也已布局，按照中国技术研发向来能后来者居上的风格，大概率即使是新的电池技术兴起同样由中国主导。美国的芯片企业和互联网企业借助AI的风口已起飞，然而他们如今却突然发现在能源方面将被中国卡脖子，其实这种情况并非坏事，在以往诸多产业方面，不一直都是你有我无进行互补的么，只不过是美国太野蛮，搞起了小动作，导致全球产业链体系的混乱，而中国在能源方面的优势将能让美国清醒一下吧？","news_type":1},"isVote":1,"tweetType":1,"viewCount":318,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":276473037398256,"gmtCreate":1708526687436,"gmtModify":1708526689013,"author":{"id":"3432614522719593","authorId":"3432614522719593","name":"不空云集不赚钱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"和中国有半毛钱关系？","listText":"和中国有半毛钱关系？","text":"和中国有半毛钱关系？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/276473037398256","repostId":"2413412532","repostType":2,"repost":{"id":"2413412532","pubTimestamp":1708508340,"share":"https://www.laohu8.com/m/news/2413412532?lang=&edition=full","pubTime":"2024-02-21 17:39","market":"sg","language":"zh","title":"Sora的风吹到了陕股","url":"https://stock-news.laohu8.com/highlight/detail?id=2413412532","media":"市场资讯","summary":"　　ChatGPT风潮未过，OpenAI带着Sora再次掀起A股涨停潮。　　龙年第一个交易日，Sora概念领涨，中文在线、当虹科技、因赛集团等十余股涨停，相关产业链整体受益，光模块、多模态模型、AIGC等概念股集体大涨。　　有几家陕股，同样搭上这趟Sora东风。究竟能分得多少“Sora红利”？　　AI视频生成技术虽已不算新鲜，但Sora的惊艳表现还是震惊了业界。　　Sora的横空出世，同样打开了股市想象空间 ，掀起了一波涨停潮。","content":"<html><body><div>\n<p cms-style=\"font-L\">　　来源 每日经济新闻</p>\n<p cms-style=\"font-L\">　　ChatGPT风潮未过，OpenAI带着Sora再次掀起A股涨停潮。</p>\n<p cms-style=\"font-L\">　　龙年第一个交易日，Sora概念领涨，<span><a href=\"https://laohu8.com/S/300364\">中文在线</a></span><span></span>、<span><a href=\"https://laohu8.com/S/688039\">当虹科技</a></span><span></span>、<span><a href=\"https://laohu8.com/S/300781\">因赛集团</a></span><span></span>等十余股涨停，相关产业链整体受益，光模块、多模态模型、AIGC等概念股集体大涨。</p>\n<p cms-style=\"font-L\">　　有几家陕股，同样搭上这趟Sora东风。譬如，本土知名营销服务<span><a href=\"https://laohu8.com/S/301171\">易点天下</a></span><span></span>（301171）及光芯片厂商<span><a href=\"https://laohu8.com/S/688498\">源杰科技</a></span><span></span>（688498）分别作为应用端和硬件端的相关者，于2月19日收获了约20%涨停。</p>\n<p cms-style=\"font-L\">　　涨停过后，在这场AI浪潮下，两家陕股含“AI”量如何？究竟能分得多少“Sora红利”？</p>\n<p cms-style=\"font-L\">　　AI视频生成技术虽已不算新鲜，但Sora的惊艳表现还是震惊了业界。</p>\n<p cms-style=\"font-L\">　　行走在摩登都市的时尚丽人，面部细节清晰可见；街道潮湿反光，与霓虹灯光形成镜面效果；夜幕将至，圣托里尼的鸟瞰图宛若实景；透过人眼看瑰丽风景；雪地打滚的动物与飞扬的毛发；穿梭于蓝天白云与盐湖沙漠之间的精彩瞬间……</p>\n<p cms-style=\"font-L\">　　相信看过演示视频的人都有感受，不仅60秒的时长颠覆市场想象，且视频画面精美绚丽、运镜稳定、感情生动逼真，更重要的是其实现了对现实世界的理解和模拟能力，基本解决了相对逼真模拟、角色和视觉风格一致性、运镜稳定性等技术难点。</p>\n<div><img src=\"http://n.sinaimg.cn/spider20240221/333/w761h372/20240221/5e33-4f903cc92322d43411ddb6e333548c75.png\"/><span></span></div>\n<p cms-style=\"font-L\">　　业内普遍认为，Sora虽仍有些许缺陷，但对行业仍是“降维打击”。毕竟，在Sora前时代，如Runway、Pika、Stable Video Diffusion等大量<a href=\"https://laohu8.com/S/V03.SI\">创业公司</a>还在百家争鸣、平分秋色，视频长度普遍还停留在10秒左右，画面难言十分精美、<a href=\"https://laohu8.com/S/5RE.SI\">智能</a>，而在Sora横空出世后，这些公司瞬间黯然失色，或需重新思考业务走向。</p>\n<p cms-style=\"font-L\">　　Sora的横空出世，同样打开了股市想象空间 ，掀起了一波涨停潮。</p>\n<p cms-style=\"font-L\">　　以大视频领域公司当虹科技（688039）为例，2月19日，当虹科技“一”字涨停，全天报涨停价23.63元/股，涨幅为20.01%；因赛集团（300781）同样在2月19日“20%”涨停，全天报涨停价29.46元/股，涨幅为20%，总市值为32.4亿元，<span><a href=\"https://laohu8.com/S/300624\">万兴科技</a></span><span></span>、<span><a href=\"https://laohu8.com/S/300578\">会畅通讯</a></span><span></span>、<span><a href=\"https://laohu8.com/S/688004\">博汇科技</a></span><span></span>等个股均涨停收盘。</p>\n<p cms-style=\"font-L\">　　盘面上，同日多模态AI板块领涨A股，板块涨幅高达11.11%，板块内32只个股全部飘红，其中14只个股涨停；此外AIGC概念、Web3.0等板块同样涨幅居前。</p>\n<p cms-style=\"font-L\">　　陕股同样有数支股票出现涨停，2月19日，营销服务商易点天下股价涨停，涨幅为20.01%，收盘价18.95元/股，后续两天有所回落；光芯片厂商源杰科技同样于2月19日涨停，涨幅20.00%，收盘价120.00元/股。</p>\n<p cms-style=\"font-L\">　　不过值得注意的是，去年搭上“ChatGPT概念”的科技公司，股票虽有一波明显上涨行情，后续亦有明显回落，“Sora概念股”是否会重演这种起伏，需要谨慎观察。</p>\n<p cms-style=\"font-L\">　　易点天下是陕西本土互联网海外营销服务商，其与 Google、Meta、TikTok for Business、巨量引擎、Microsoft 广告、Apple Ads 等全球头部媒体建立了合作伙伴关系，服务遍及全球 200余个国家和地区。</p>\n<p cms-style=\"font-L\">　　这几年，易点天下对于AI赛道较为重视，各类大模型问世后基本都是第一时间接入，例如GPT-4、Anthropic、PaLM、LLAMA、ChatGLM、通义千问、盘古、<a href=\"https://laohu8.com/S/BIDU\">百度</a>文心等大模型。</p>\n<p cms-style=\"font-L\">　　关于AI，易点天下的大动作是去年7月推出的首个AIGC数字营销创作平台——Kreado AI。</p>\n<p cms-style=\"font-L\">　　据悉，该平台包括AI<span>数字人</span><span></span>创作、AI模特、AI工具等模块，属于多模态模型融合。据易点天下证券部人士表示，目前Kreado AI已覆盖全球67个国家，注册用户数100w+、单月用户访问量超过百万。</p>\n<p cms-style=\"font-L\">　　《每日经济新闻》记者在官网体验Kreado AI后发现，平台主打数字人口播功能，即输入文本后可选择背景、人物形象等自动生成口播视频，动作神态较为生动，但与目前市场上相关竞品并未拉开差距。</p>\n<div><img src=\"http://n.sinaimg.cn/spider20240221/496/w1413h683/20240221/2235-32fc10787f38915b07e38254f22a0123.png\"/><span></span></div>\n<p cms-style=\"font-L\">　　AI模特是Kreado AI另一个商业化价值较高的板块，可以将假发、服装、眼镜等在AI模特上进行一键换装试穿、试戴，据此前投资者互动，该功能可以将每张商拍图的成本降低98%左右，同时将时间缩短至2~3分钟/张。</p>\n<p cms-style=\"font-L\">　　此外，目前Kreado AI盈利模式有会员制及K币充值等，记者询问Kreado AI的盈利情况，公司证券部人士表示以后期信息披露情况为准。</p>\n<p cms-style=\"font-L\">　　可以看出，易点天下布局AI已有了自己的思路及行动，不过在技术领域并不算十分前沿，智能化水平较简单。曾有投资者提及Kreado AI“对标其他友商，例如中文在线、<span><a href=\"https://laohu8.com/S/300291\">百纳千成</a></span><span></span>，公司技术优势和客户优势分别是什么？公司护城河又是什么？”而这也是目前入局AI浪潮的科技公司均要回答的问题。</p>\n<p cms-style=\"font-L\">　　再说回Sora上，易点天下在近期采访中表示：“公司旗下AIGC创作平台Kreado AI主要生成数字人口播，跟Sora还不太是一个方向的。”不过，“公司积极关注Sora等各类海外模型和应用的进展。Sora对广告行业AI视频化有极大的推动作用，能够大幅降低视频广告的制作成本和制作时间，Kreado AI与Sora未来是会结合的。”</p>\n<p cms-style=\"font-L\">　　Sora强大的表现力背后，是AI算力在燃烧。</p>\n<p cms-style=\"font-L\">　　<span><a href=\"https://laohu8.com/S/600030\">中信证券</a></span><span></span>表示，若Sora成为视频创作领域的超级应用，将带来巨大的网络设备升级需求。这有望缓解市场对于光模块等算力设备投资持续性的担忧，从而打开龙头厂商估值空间。</p>\n<p cms-style=\"font-L\">　　“AI或开启光模块产业的‘黄金时代’。”<span><a href=\"https://laohu8.com/S/601688\">华泰证券</a></span><span></span>认为，AI训练网络中GPU间通信流量的显著增长背景下，高速光模块市场规模有望再上新台阶，随着光模块的可靠性要求提高、迭代周期缩短，头部厂商市场地位预计稳固。</p>\n<p cms-style=\"font-L\">　　而在Wind热门概念指数中，光模块包含17家企业，19日全数收涨，其中，<span><a href=\"https://laohu8.com/S/300308\">中际旭创</a></span><span></span>、<span><a href=\"https://laohu8.com/S/300394\">天孚通信</a></span><span></span>、<span><a href=\"https://laohu8.com/S/300502\">新易盛</a></span><span></span>、<span><a href=\"https://laohu8.com/S/301205\">联特科技</a></span><span></span>涨停，<span><a href=\"https://laohu8.com/S/300570\">太辰光</a></span><span></span>、<span><a href=\"https://laohu8.com/S/688205\">德科立</a></span><span></span>、<span><a href=\"https://laohu8.com/S/300620\">光库科技</a></span><span></span>、<span><a href=\"https://laohu8.com/S/300548\">博创科技</a></span><span></span>、<span><a href=\"https://laohu8.com/S/002792\">通宇通讯</a></span><span></span>、<span><a href=\"https://laohu8.com/S/603083\">剑桥科技</a></span><span></span>涨幅均超10%。</p>\n<p cms-style=\"font-L\">　　陕西本土光芯片企业源杰科技便是2月19日涨停潮中的一员，且是约20%涨停。</p>\n<p cms-style=\"font-L\">　　官网显示，源杰科技专注于半导体芯片的研发、设计和生产，产品包括2.5G、10G、25G及50G激光器芯片系列等，客户群涵盖了<span><a href=\"https://laohu8.com/S/CHL\">中国移动</a></span><span></span>、<span><a href=\"https://laohu8.com/S/600050\">中国联通</a></span><span></span>、<span><a href=\"https://laohu8.com/S/CHA\">中国电信</a></span><span></span>等国内外知名运营商网络。</p>\n<p cms-style=\"font-L\">　　实际上，凭借光芯片在AI算力中的关键地位，上市一年出头的源杰科技在二次市场频频被关注。</p>\n<p cms-style=\"font-L\">　　在chatgpt横空出世后，源杰科技曾于10天内股价从2023年6月9日开盘的183.82元/股“狂飙”至6月19日最高339.60元/股，接近翻倍，此后股权一路震荡下滑，截至2024年2月8日收盘价为100.00元/股，较最高点跌去约70%。</p>\n<div><img src=\"http://n.sinaimg.cn/spider20240221/152/w577h375/20240221/4e92-1b642c1b7a98ead252438ece35f3a4ff.png\"/><span></span></div>\n<p cms-style=\"font-L\">　　而随着Sora发布，源杰科技龙年第一个交易日再次约20%涨停，不过后续增长动能不足，2月20日公司收盘价129.65元/股，与开盘价基本持平。</p>\n<p cms-style=\"font-L\">　　值得注意的是，源杰科技1月23日在互动平台表示，可用于400G光模块的100G PAM4 EML产品，目前在客户端的测试阶段。而随着AI的持续迭代、对于算力的要求将水涨船高，国内光芯片市场或将会有更大的发展空间，竞争也将更加激烈。</p>\n<p cms-style=\"font-L\">　　对此，记者向源杰科技发去采访函，但截至发稿未获回复。</p>\n<div>\n<span>股市回暖，抄底炒股先开户！智能定投、条件单、个股雷达……送给你&gt;&gt;</span>\n<img src=\"\"/>\n</div>\n<div>\n<div><img src=\"\"/></div>\n<div>海量资讯、精准解读，尽在新浪财经APP</div>\n</div>\n<p>责任编辑：王其霖 </p>\n</div></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>Sora的风吹到了陕股</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; 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}\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\">\nSora的风吹到了陕股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-21 17:39 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/2024-02-21/doc-inaiuyre3013473.shtml><strong>市场资讯</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源 每日经济新闻\n　　ChatGPT风潮未过，OpenAI带着Sora再次掀起A股涨停潮。\n　　龙年第一个交易日，Sora概念领涨，中文在线、当虹科技、因赛集团等十余股涨停，相关产业链整体受益，光模块、多模态模型、AIGC等概念股集体大涨。\n　　有几家陕股，同样搭上这趟Sora东风。譬如，本土知名营销服务易点天下（301171）及光芯片厂商源杰科技（688498）分别作为应用端和硬件端的相关者，...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/2024-02-21/doc-inaiuyre3013473.shtml\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4592":"伊斯兰概念","LU0048573561.USD":"FIDELITY AMERICA \"A\" (USD) INC","GOOGL":"谷歌A","BK4585":"ETF&股票定投概念","LU0080751232.USD":"富达环球多元动力基金A","LU0056508442.USD":"贝莱德世界科技基金A2","LU0061474960.USD":"天利环球焦点基金AU Acc","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BKDWB100.SGD":"PINEBRIDGE US 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Close"},"source_url":"https://finance.sina.com.cn/stock/2024-02-21/doc-inaiuyre3013473.shtml","is_english":false,"share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","article_id":"2413412532","content_text":"来源 每日经济新闻\n　　ChatGPT风潮未过，OpenAI带着Sora再次掀起A股涨停潮。\n　　龙年第一个交易日，Sora概念领涨，中文在线、当虹科技、因赛集团等十余股涨停，相关产业链整体受益，光模块、多模态模型、AIGC等概念股集体大涨。\n　　有几家陕股，同样搭上这趟Sora东风。譬如，本土知名营销服务易点天下（301171）及光芯片厂商源杰科技（688498）分别作为应用端和硬件端的相关者，于2月19日收获了约20%涨停。\n　　涨停过后，在这场AI浪潮下，两家陕股含“AI”量如何？究竟能分得多少“Sora红利”？\n　　AI视频生成技术虽已不算新鲜，但Sora的惊艳表现还是震惊了业界。\n　　行走在摩登都市的时尚丽人，面部细节清晰可见；街道潮湿反光，与霓虹灯光形成镜面效果；夜幕将至，圣托里尼的鸟瞰图宛若实景；透过人眼看瑰丽风景；雪地打滚的动物与飞扬的毛发；穿梭于蓝天白云与盐湖沙漠之间的精彩瞬间……\n　　相信看过演示视频的人都有感受，不仅60秒的时长颠覆市场想象，且视频画面精美绚丽、运镜稳定、感情生动逼真，更重要的是其实现了对现实世界的理解和模拟能力，基本解决了相对逼真模拟、角色和视觉风格一致性、运镜稳定性等技术难点。\n\n　　业内普遍认为，Sora虽仍有些许缺陷，但对行业仍是“降维打击”。毕竟，在Sora前时代，如Runway、Pika、Stable Video Diffusion等大量创业公司还在百家争鸣、平分秋色，视频长度普遍还停留在10秒左右，画面难言十分精美、智能，而在Sora横空出世后，这些公司瞬间黯然失色，或需重新思考业务走向。\n　　Sora的横空出世，同样打开了股市想象空间 ，掀起了一波涨停潮。\n　　以大视频领域公司当虹科技（688039）为例，2月19日，当虹科技“一”字涨停，全天报涨停价23.63元/股，涨幅为20.01%；因赛集团（300781）同样在2月19日“20%”涨停，全天报涨停价29.46元/股，涨幅为20%，总市值为32.4亿元，万兴科技、会畅通讯、博汇科技等个股均涨停收盘。\n　　盘面上，同日多模态AI板块领涨A股，板块涨幅高达11.11%，板块内32只个股全部飘红，其中14只个股涨停；此外AIGC概念、Web3.0等板块同样涨幅居前。\n　　陕股同样有数支股票出现涨停，2月19日，营销服务商易点天下股价涨停，涨幅为20.01%，收盘价18.95元/股，后续两天有所回落；光芯片厂商源杰科技同样于2月19日涨停，涨幅20.00%，收盘价120.00元/股。\n　　不过值得注意的是，去年搭上“ChatGPT概念”的科技公司，股票虽有一波明显上涨行情，后续亦有明显回落，“Sora概念股”是否会重演这种起伏，需要谨慎观察。\n　　易点天下是陕西本土互联网海外营销服务商，其与 Google、Meta、TikTok for Business、巨量引擎、Microsoft 广告、Apple Ads 等全球头部媒体建立了合作伙伴关系，服务遍及全球 200余个国家和地区。\n　　这几年，易点天下对于AI赛道较为重视，各类大模型问世后基本都是第一时间接入，例如GPT-4、Anthropic、PaLM、LLAMA、ChatGLM、通义千问、盘古、百度文心等大模型。\n　　关于AI，易点天下的大动作是去年7月推出的首个AIGC数字营销创作平台——Kreado AI。\n　　据悉，该平台包括AI数字人创作、AI模特、AI工具等模块，属于多模态模型融合。据易点天下证券部人士表示，目前Kreado AI已覆盖全球67个国家，注册用户数100w+、单月用户访问量超过百万。\n　　《每日经济新闻》记者在官网体验Kreado AI后发现，平台主打数字人口播功能，即输入文本后可选择背景、人物形象等自动生成口播视频，动作神态较为生动，但与目前市场上相关竞品并未拉开差距。\n\n　　AI模特是Kreado AI另一个商业化价值较高的板块，可以将假发、服装、眼镜等在AI模特上进行一键换装试穿、试戴，据此前投资者互动，该功能可以将每张商拍图的成本降低98%左右，同时将时间缩短至2~3分钟/张。\n　　此外，目前Kreado AI盈利模式有会员制及K币充值等，记者询问Kreado AI的盈利情况，公司证券部人士表示以后期信息披露情况为准。\n　　可以看出，易点天下布局AI已有了自己的思路及行动，不过在技术领域并不算十分前沿，智能化水平较简单。曾有投资者提及Kreado AI“对标其他友商，例如中文在线、百纳千成，公司技术优势和客户优势分别是什么？公司护城河又是什么？”而这也是目前入局AI浪潮的科技公司均要回答的问题。\n　　再说回Sora上，易点天下在近期采访中表示：“公司旗下AIGC创作平台Kreado AI主要生成数字人口播，跟Sora还不太是一个方向的。”不过，“公司积极关注Sora等各类海外模型和应用的进展。Sora对广告行业AI视频化有极大的推动作用，能够大幅降低视频广告的制作成本和制作时间，Kreado AI与Sora未来是会结合的。”\n　　Sora强大的表现力背后，是AI算力在燃烧。\n　　中信证券表示，若Sora成为视频创作领域的超级应用，将带来巨大的网络设备升级需求。这有望缓解市场对于光模块等算力设备投资持续性的担忧，从而打开龙头厂商估值空间。\n　　“AI或开启光模块产业的‘黄金时代’。”华泰证券认为，AI训练网络中GPU间通信流量的显著增长背景下，高速光模块市场规模有望再上新台阶，随着光模块的可靠性要求提高、迭代周期缩短，头部厂商市场地位预计稳固。\n　　而在Wind热门概念指数中，光模块包含17家企业，19日全数收涨，其中，中际旭创、天孚通信、新易盛、联特科技涨停，太辰光、德科立、光库科技、博创科技、通宇通讯、剑桥科技涨幅均超10%。\n　　陕西本土光芯片企业源杰科技便是2月19日涨停潮中的一员，且是约20%涨停。\n　　官网显示，源杰科技专注于半导体芯片的研发、设计和生产，产品包括2.5G、10G、25G及50G激光器芯片系列等，客户群涵盖了中国移动、中国联通、中国电信等国内外知名运营商网络。\n　　实际上，凭借光芯片在AI算力中的关键地位，上市一年出头的源杰科技在二次市场频频被关注。\n　　在chatgpt横空出世后，源杰科技曾于10天内股价从2023年6月9日开盘的183.82元/股“狂飙”至6月19日最高339.60元/股，接近翻倍，此后股权一路震荡下滑，截至2024年2月8日收盘价为100.00元/股，较最高点跌去约70%。\n\n　　而随着Sora发布，源杰科技龙年第一个交易日再次约20%涨停，不过后续增长动能不足，2月20日公司收盘价129.65元/股，与开盘价基本持平。\n　　值得注意的是，源杰科技1月23日在互动平台表示，可用于400G光模块的100G PAM4 EML产品，目前在客户端的测试阶段。而随着AI的持续迭代、对于算力的要求将水涨船高，国内光芯片市场或将会有更大的发展空间，竞争也将更加激烈。\n　　对此，记者向源杰科技发去采访函，但截至发稿未获回复。\n\n股市回暖，抄底炒股先开户！智能定投、条件单、个股雷达……送给你>>\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：王其霖","news_type":1},"isVote":1,"tweetType":1,"viewCount":303,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":908855683,"gmtCreate":1558108839442,"gmtModify":1704696007088,"author":{"id":"3432614522719593","authorId":"3432614522719593","name":"不空云集不赚钱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0},"themes":[],"htmlText":"$瑞幸咖啡(LK)$ 是不是第一天不能做空？","listText":"$瑞幸咖啡(LK)$ 是不是第一天不能做空？","text":"$瑞幸咖啡(LK)$ 是不是第一天不能做空？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/908855683","isVote":1,"tweetType":1,"viewCount":975,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}