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不空云集不赚钱
10-28
$英伟达(NVDA)$
每天高开低走,这是怎么了啊?
不空云集不赚钱
09-26
$英伟达(NVDA)$
哈哈哈,今晚这好玩。
不空云集不赚钱
09-23
$GraniteShares 2x Long NVDA Daily ETF(NVDL)$
新一轮的下跌即将开始!哈哈。
不空云集不赚钱
09-10
$英伟达(NVDA)$
高开低走如约而至!
不空云集不赚钱
09-05
$英伟达(NVDA)$
每天都是冲高回落,哈哈。
不空云集不赚钱
08-20
关黑神话什么事?
不空云集不赚钱
08-20
哈哈哈。
不空云集不赚钱
08-12
可别这么做了,当年amd做了类似的事倒霉了好多年。
不空云集不赚钱
08-08
$英伟达(NVDA)$
一如既往的高开低走。[笑哭] [笑哭] [笑哭]
不空云集不赚钱
08-08
$英伟达(NVDA)$
如果持有英伟达八年会发生什么?只持有正股,不加杠杆,不碰期权。
不空云集不赚钱
07-11
为啥拿不住
不空云集不赚钱
06-12
$谷歌A(GOOGL)$
走势挺弱的,天天冲高回落。
不空云集不赚钱
06-11
$英伟达(NVDA)$
最高价195是啥意思啊!
不空云集不赚钱
06-04
$Faraday Future(FFIE)$
怎么还不退市啊!
不空云集不赚钱
05-25
$英伟达(NVDA)$
一不碰期权。二不加杠杆。然后感觉投资简单了好多。
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
去老虎APP查看更多动态
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一不碰期权。二不加杠杆。然后感觉投资简单了好多。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/309465479327752","isVote":1,"tweetType":1,"viewCount":490,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":285642374361304,"gmtCreate":1710755223594,"gmtModify":1710755487855,"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,"followedFlag":false,"idStr":"3432614522719593","authorIdStr":"3432614522719593"},"themes":[],"htmlText":"写的是狗屁。","listText":"写的是狗屁。","text":"写的是狗屁。","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/285642374361304","repostId":"2420416090","repostType":2,"repost":{"id":"2420416090","pubTimestamp":1710740255,"share":"https://www.laohu8.com/m/news/2420416090?lang=&edition=full","pubTime":"2024-03-18 13:37","market":"us","language":"zh","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","url":"https://stock-news.laohu8.com/highlight/detail?id=2420416090","media":"柏铭科技","summary":"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。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。","content":"<html><body><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。</p><p><img src=\"data:image/png;base64,iVBORw0KGgoAAAANSUhEUgAAAAEAAAABAQMAAAAl21bKAAAAA1BMVEXy8vJkA4prAAAACklEQVQI12NgAAAAAgAB4iG8MwAAAABJRU5ErkJggg==\"/></p><p>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。</p><p>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;<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>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<a 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 <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":{"LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4551":"寇图资本持仓","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4581":"高盛持仓","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0109392836.USD":"富兰克林科技股A","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc 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ACC","BK4141":"半导体产品","BK4550":"红杉资本持仓"},"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":609,"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,"followedFlag":false,"idStr":"3432614522719593","authorIdStr":"3432614522719593"},"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":"fut","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>></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\" 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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":{"LU0353189763.USD":"ALLSPRING US ALL CAP GROWTH FUND \"I\" (USD) ACC","BK4503":"景林资产持仓","LU0251142724.SGD":"Fidelity America A-SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","BK4574":"无人驾驶","LU0310800965.SGD":"FTIF - Templeton Global Balanced A Acc SGD","BK4561":"索罗斯持仓","BK4573":"虚拟现实","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0130102774.USD":"Natixis Harris Associates US Equity RA USD","LU0097036916.USD":"贝莱德美国增长A2 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ACC","BK4588":"碎股","BK4550":"红杉资本持仓"},"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 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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":3362,"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,"idStr":"3432614522719593","authorIdStr":"3432614522719593"},"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,"followedFlag":false,"idStr":"3432614522719593","authorIdStr":"3432614522719593"},"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":"$SNAP 20190809 15.0 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"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":901285694,"gmtCreate":1557766052918,"gmtModify":1704803155951,"author":{"id":"3432614522719593","authorId":"3432614522719593","name":"不空云集不赚钱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3432614522719593","authorIdStr":"3432614522719593"},"themes":[],"htmlText":"$云集(YJ)$政府公文。处罚云集。","listText":"$云集(YJ)$政府公文。处罚云集。","text":"$云集(YJ)$政府公文。处罚云集。","images":[{"img":"https://static.tigerbbs.com/debafe9abe8319c5ecedd3f2b006fa25"}],"top":1,"highlighted":2,"essential":1,"paper":1,"likeSize":1,"commentSize":19,"repostSize":0,"link":"https://laohu8.com/post/901285694","isVote":1,"tweetType":1,"viewCount":5827,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3519609394809350","authorId":"3519609394809350","name":"轩轩的小金库","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"idStr":"3519609394809350","authorIdStr":"3519609394809350"},"content":"不了解的事情最好不要妄做评论","text":"不了解的事情最好不要妄做评论","html":"不了解的事情最好不要妄做评论"}],"imageCount":1,"langContent":"CN","totalScore":0},{"id":908773621,"gmtCreate":1558510857663,"gmtModify":1704696679555,"author":{"id":"3432614522719593","authorId":"3432614522719593","name":"不空云集不赚钱","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":2,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3432614522719593","authorIdStr":"3432614522719593"},"themes":[],"htmlText":"$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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